Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q1 2026 (March 31)
2,743holders −79
98new positions
155sold out
8famous investors
$405.90avg. 13F price*

At the end of Q1 2026, 2,743 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 79 from Q4 2025. 98 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($23.9B), Jones Financial Companies LLLP ($16.6B) and Morgan Stanley ($6.5B). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions98$100.8M
Exits155$343.1M

All 13F filers, Q4 2025 → Q1 2026: 27,604,558 shares bought and 10,798,085 shares sold, net +16,806,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,743 holders

Bank of America Corp. 1.75% Add +14.1% 54,648,818 $23.9B
Jones Financial Companies LLLP 7.96% Reduce -0.4% 39,228,809 $16.6B
Morgan Stanley 0.39% Add +3.3% 14,863,770 $6.5B
Envestnet Asset Management Inc. 1.02% Add +13.6% 8,696,213 $3.8B
UBS Group AG 0.47% Add +8.1% 6,068,786 $2.7B
LPL Financial LLC 0.63% Reduce -1.7% 5,395,832 $2.4B
Wells Fargo & Company 0.39% Add +2.4% 4,427,080 $1.9B
Ameriprise Financial Inc. 0.41% Add +3.5% 4,022,942 $1.8B
EP Wealth Advisors, LLC 7.84% Add +5.4% 3,651,263 $1.6B
Raymond James Financial Inc. 0.48% Add +7.4% 3,575,213 $1.6B
Tiaa-Cref Individual & Institutional Services, LLC 5.78% — 3,441,990 $1.5B
FMR LLC 0.06% Reduce -0.4% 2,579,305 $1.1B
Mill Creek Capital Advisors, LLC 22.41% Add +0.6% 2,497,362 $1.1B
Cetera Investment Advisers 1.07% Add +8.2% 2,298,549 $1.0B
PNC Financial Services Group, Inc. 0.58% Reduce -0.0% 2,285,943 $998.5M
Royal Bank of Canada 0.19% Add +2.8% 2,249,069 $982.4M
Rwa Wealth Partners, LLC 10.51% Reduce -1.9% 2,198,247 $960.2M
Mariner, LLC 0.97% Add +3.6% 1,898,195 $829.1M
JPMorgan Chase & Co. 0.06% Add +8.6% 1,947,496 $818.0M
Bank of New York Mellon Corp 0.15% Reduce -5.3% 1,812,196 $791.5M
D.A. Davidson & Co. 4.80% Add +2.1% 1,811,209 $791.1M
Northwestern Mutual Wealth Management Co. 0.48% Add +1.4% 1,775,949 $775.7M
HighTower Advisors, LLC 0.74% Add +0.8% 1,589,188 $694.3M
Commonwealth Equity Services, LLC 0.97% Reduce -4.0% 1,585,271 $692.4M
Sei Investments Co. 0.59% Add +1.1% 1,472,034 $643.0M
Moneta Group Investment Advisors LLC 4.65% Add +518.9% 8,485,080 $617.7M
Corient Private Wealth LP 0.88% Reduce -1.6% 1,417,238 $617.7M
Provida Pension Fund Administrator 9.91% Reduce -13.1% 1,348,578 $589.0M
Captrust Financial Advisors 1.01% Add +1.0% 1,323,256 $577.9M
Performance Wealth Partners, LLC 16.15% Reduce -0.4% 1,274,384 $556.6M
Modera Wealth Management, LLC 6.50% Add +3.7% 1,241,457 $542.3M
Osaic Holdings, Inc. 0.78% Add +19.2% 1,226,004 $535.8M
Goldman Sachs Group Inc. 0.07% Add +2.0% 1,204,403 $526.1M
Vantagepoint Investment Advisers LLC 4.27% Add +6.1% 1,153,860 $504.0M
Financial Engines Advisors L.L.C. 0.96% Add +0.1% 6,503,155 $473.4M
Choreo, LLC 5.58% Add +2.4% 1,040,017 $454.3M
Truist Financial Corp. 0.61% Reduce -3.8% 1,037,216 $453.0M
Signature Estate & Investment Advisors LLC 8.76% Reduce -3.5% 989,422 $432.2M
Mission Wealth Management, LP 9.02% Add +0.6% 986,756 $431.0M
Citigroup Inc. 0.27% Add +3.1% 963,703 $420.9M
CBIZ Investment Advisory Services, LLC 14.44% Add +9.2% 904,105 $394.9M
Two Sigma Investments, LP 0.33% Add +7.2% 875,880 $382.6M
Merit Financial Group, LLC 2.68% Add +0.8% 824,223 $360.0M
Waverly Advisors, LLC 2.53% Add +4.9% 773,094 $337.7M
Stifel Financial Corp. 0.30% Reduce -0.4% 738,592 $322.6M
Lincoln National Corp. 9.09% Add +7.9% 719,053 $314.1M
Focus Partners Wealth 0.34% Add +2.6% 724,683 $309.2M
Waldron Private Wealth LLC 12.04% Add +19.5% 706,880 $308.8M
Cerity Partners LLC 0.43% Add +25.2% 696,274 $305.4M
Sanctuary Advisors, LLC 1.65% Add +0.9% 698,101 $304.9M
Wealthspire Advisors, LLC 2.32% Add +12.9% 677,349 $295.9M
MML Investors Services, LLC 0.80% Reduce -14.3% 663,015 $289.6M
Cullen/Frost Bankers, Inc. 3.26% Add +7.5% 656,256 $286.6M
Cwm, LLC 0.75% Add +1.5% 653,482 $285.4M
Baird Financial Group, Inc. 0.44% Add +2.6% 641,405 $280.2M
Kestra Advisory Services, LLC 1.05% Add +10.1% 632,054 $276.1M
Coldstream Capital Management Inc. 3.37% Reduce -0.4% 622,805 $272.0M
Rockefeller Capital Management L.P. 0.48% Add +3.7% 614,604 $268.5M
Beacon Pointe Advisors, LLC 1.42% Add +17.6% 613,960 $268.2M
Bell Bank 11.26% Add +3.0% 608,080 $265.6M
Assetmark, Inc. 0.53% Add +16.4% 593,629 $259.3M
Retirement Investment Advisors, Inc. 20.69% Add +0.0% 526,893 $257.0M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.9% 583,438 $254.8M
United Capital Financial Advisors, LLC 1.49% Add +2.3% 554,536 $242.2M
Cambridge Investment Research Advisors, Inc. 0.61% Add +5.0% 538,579 $235.2M
Equitable Holdings, Inc. 1.51% Reduce -17.6% 652,398 $234.2M
Mather Group, Llc. 2.13% Add +0.3% 489,387 $213.8M
Private Advisor Group, LLC 0.97% Add +1.5% 471,472 $205.9M
Wealth Enhancement Advisory Services, LLC 0.45% Reduce -23.2% 467,125 $205.7M
Garde Capital, Inc. 11.55% Reduce -2.0% 441,618 $192.9M
Avior Wealth Management, LLC 5.39% Reduce -2.6% 435,418 $189.9M
Brookstone Capital Management 2.13% Add +4.3% 426,934 $186.5M
Invictus Private Wealth, LLC 11.50% Add +1.5% 425,548 $185.9M
Truepoint, Inc. 4.12% Add +2.3% 423,091 $184.8M
Woodmont Investment Counsel LLC 11.17% Add +2.2% 415,008 $181.3M
Stephens Group Asset Management, LLC 11.40% Add +28.9% 409,574 $178.9M
NewEdge Advisors, LLC 0.64% Reduce -0.3% 404,600 $176.7M
EverSource Wealth Advisors, LLC 4.88% Add +89.7% 365,669 $159.7M
Bessemer Group Inc. 0.25% Add +11.3% 364,752 $159.3M
Creative Planning 0.11% Reduce -4.8% 360,936 $157.7M
BOK Financial Private Wealth, Inc. 9.39% Reduce -0.9% 356,081 $155.5M
Japan Science & Technology Agency 3.19% No change 350,953 $153.3M
Bank of Hawaii 7.92% Reduce -0.2% 346,312 $151.3M
Sequoia Financial Advisors, LLC 0.85% Add +11.7% 345,470 $150.9M
Cornerstone Management, Inc. 23.90% Add +6.9% 343,333 $150.0M
Mosaic Family Wealth Partners, LLC 15.04% Add +2.0% 336,299 $146.9M
Everhart Financial Group, Inc. 12.11% Add +14.4% 325,657 $142.2M
Rezny Wealth Management, Inc. 32.56% Add +0.9% 323,977 $141.5M
Betterment LLC 0.27% Add +2.2% 321,772 $140.5M
&partners 0.69% Add +6.8% 321,083 $140.5M
Simon Quick Advisors, LLC 6.25% Reduce -2.4% 312,649 $136.6M
Balentine LLC 5.49% Reduce -80.4% 312,246 $136.4M
Fifth Third Bancorp 0.25% Add +68.3% 309,709 $135.3M
Orion Porfolio Solutions, LLC 1.14% Reduce -3.2% 306,658 $133.9M
Mountain Capital Investment Advisors Inc. 19.44% Add +523.2% 1,569,113 $131.0M
Summit Financial, LLC 1.58% Add +16.8% 284,069 $124.1M
Alliancebernstein L.P. 0.04% Reduce -52.6% 253,945 $123.9M
Strategies Wealth Advisors, LLC 11.95% Add +3.9% 272,288 $118.9M
Mercer Global Advisors Inc. 0.17% Reduce -11.6% 272,219 $118.1M
Becker Capital Management Inc. 3.44% Add +4.2% 267,987 $117.1M
Members Trust Co 3.86% Add +30.4% 265,953 $116.2M
RMR Wealth Builders 9.11% Add +11.1% 264,722 $115.6M
Glenmede Trust Co. NA 0.56% Reduce -1.6% 263,396 $115.0M
Financial Synergies Wealth Advisors, Inc. 10.81% Reduce -1.3% 259,256 $113.2M
Blair William & Co. 0.31% Add +0.2% 250,430 $109.4M
White Lighthouse Investment Management Inc. 15.03% Add +3.3% 248,021 $108.3M
Arax Advisory Partners 3.05% Reduce -1.3% 247,541 $108.1M
Relyea Zuckerberg Hanson LLC 10.83% Add +1.3% 246,527 $107.7M
71 West Capital Partners 4.63% Add +5.5% 241,167 $105.3M
Brandywine Oak Private Wealth LLC 8.70% Add +5.8% 237,008 $103.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.83% Add +3.4% 236,120 $103.1M
Martel Wealth Advisors LLC 17.49% Add +2.8% 235,184 $102.7M
Steward Partners Investment Advisory, LLC 0.52% Add +3.1% 234,307 $102.3M
Bleakley Financial Group, LLC 1.58% Add +31.0% 230,880 $100.8M
CENTRAL TRUST Co 1.98% Reduce -4.3% 229,974 $100.5M
Trust Co of Tennessee 18.58% Reduce -3.1% 228,436 $99.8M
OpenArc Corporate Advisory, LLC 1.40% Add +144.9% 224,007 $97.8M
HCR Wealth Advisors 10.04% Add +2.0% 221,595 $96.8M
Clark Asset Management, LLC 9.07% Add +11.3% 221,095 $96.6M
Pinnacle Financial Partners, Inc. 0.74% Add +3.4% 220,969 $96.5M
Cary Street Partners Financial LLC 2.38% Add +4.1% 240,589 $95.9M
Advisors Capital Management, LLC 1.13% Add +16.0% 219,072 $95.7M
Pathway Financial Advisors LLC 11.25% Add +4.9% 205,794 $91.0M
Crane Advisory, LLC 13.38% Add +5.0% 183,782 $89.4M
One Day In July LLC 7.13% Add +7.0% 203,849 $89.0M
CSM Advisors, LLC 2.17% Add +0.3% 202,179 $88.3M
Parkway Wealth Management Group, LLC 11.15% Add +1.8% 191,754 $88.1M
Allworth Financial LP 0.35% Add +1.6% 199,494 $87.1M
Cresset Asset Management, LLC 0.37% Add +4.7% 197,755 $86.4M
Savant Capital, LLC 0.42% Add +121.2% 197,160 $86.1M
Vista Capital Partners, Inc. 8.40% Reduce -1.5% 191,279 $83.5M
CreativeOne Wealth, LLC 1.93% Reduce -0.4% 190,354 $83.1M
Exchange Traded Concepts, LLC 0.64% Add +5.5% 190,237 $83.1M
Berger Financial Group, Inc 4.64% Add +422.5% 189,350 $82.7M
Atria Investments, Inc 0.92% Add +21.5% 188,629 $82.4M
US Bancorp \de 0.10% Reduce -35.8% 187,820 $82.0M
Pasadena Private Wealth, LLC 10.95% Add +0.1% 179,953 $78.6M
Lido Advisors, LLC 0.30% Reduce -4.2% 174,329 $76.1M
Vanguard Advisers Inc. 0.30% — 173,915 $76.0M
Silvercrest Asset Management Group LLC 0.55% Add +0.6% 173,070 $75.6M
UMB Bank, n.a. 1.05% Add +1.9% 172,205 $75.2M
Chicago Partners Investment Group LLC 1.68% Add +508.4% 904,369 $75.1M
Howard Capital Management, LLC 1.23% Reduce -42.1% 171,638 $75.0M
Kestra Private Wealth Services, LLC 0.92% Add +1.9% 169,980 $74.2M
Northern Trust Corp. 0.01% Reduce -4.2% 169,698 $74.1M
Inspirion Wealth Advisors, LLC 9.04% Add +17.2% 166,095 $72.5M
Cahill Financial Advisors Inc. 7.85% Reduce -63.5% 165,939 $72.5M
AQR Capital Management 0.03% Add +21.8% 164,906 $72.0M
McIlrath & Eck, LLC 5.39% Add +1.0% 163,962 $71.6M
Signaturefd, LLC 1.09% Add +5.0% 163,198 $71.3M
Presilium Private Wealth, LLC 12.39% Add +12.2% 160,851 $70.3M
Florida Trust Wealth Management Co 1.95% Add +1.7% 159,565 $69.7M
Independent Advisor Alliance 0.74% Add +2718.6% 158,434 $69.2M
Venture Visionary Partners LLC 2.27% Reduce -3.1% 155,688 $68.0M
Pathstone Holdings, LLC 0.27% Reduce -3.5% 154,218 $67.4M
Envestnet Portfolio Solutions, Inc. 0.37% Reduce -22.3% 153,900 $67.2M
Stevens Capital Partners 16.08% Reduce -8.7% 153,061 $66.9M
Strategic Investment Advisors / MI 4.52% Add +20.3% 149,896 $65.5M
Vestmark Advisory Solutions, Inc. 0.72% Add +1983.4% 148,047 $64.7M
Blue Edge Capital, LLC 8.55% Add +2.5% 147,345 $64.4M
Quantinno Capital Management LP 0.11% Add +32.7% 146,378 $63.9M
Stephens Inc. 0.79% Add +4.1% 145,267 $63.5M
Hirtle & Co., LLC 2.47% Reduce -5.5% 145,181 $63.4M
Gotham Asset Management 0.19% Add +54.0% 142,386 $62.2M
Bokf, NA 0.94% Add +0.8% 141,282 $61.7M
DAVENPORT & Co LLC 0.34% Add +3.6% 140,862 $61.5M
Strategic Investment Solutions, Inc. 14.87% Reduce -0.2% 140,546 $61.5M
Natixis Advisors, LLC 0.09% Add +8.6% 844,309 $61.5M
Condor Capital Management 5.10% Add +0.9% 139,625 $61.0M
Sage Financial Group Inc. 3.97% Reduce -3.2% 139,571 $61.0M
M&T Bank Corp 0.20% Add +23.3% 139,449 $60.9M
American Trust 5.36% Add +27.6% 138,889 $60.7M
Bank of Montreal 0.03% Add +3.1% 138,062 $60.3M
Brickley Wealth Management 10.33% Reduce -2.4% 137,847 $60.2M
Magnus Financial Group LLC 4.91% Reduce -0.6% 137,402 $60.0M
Janney Montgomery Scott LLC 0.15% Reduce -13.0% 137,288 $60.0M
Destination Wealth Management 1.55% Reduce -3.0% 136,915 $59.8M
Affinity Capital Advisors, LLC 8.39% Add +1.3% 136,910 $59.8M
Partners in Financial Planning 9.88% Add +1.7% 136,346 $59.6M
Trust Co 5.58% Add +3.0% 136,214 $59.5M
Tiaa Trust, National Association 3.60% Reduce -96.2% 135,596 $59.2M
Nadler Financial Group, Inc. 5.64% Reduce -6.2% 133,954 $58.5M
Vise Technologies, Inc. 1.14% No change 119,316 $58.2M
Gleason Group, Inc. 5.75% Reduce -1.6% 133,001 $58.1M
Quantum Financial Planning Services, Inc. 20.68% Add +5.1% 131,790 $57.6M
IFP Advisors, Inc 1.19% Add +3.7% 131,782 $57.6M
Systematic Alpha Investments, LLC 2.01% Add +500.0% 784,030 $57.1M
MAI Capital Management 0.32% Add +13.8% 130,563 $57.0M
Concurrent Investment Advisors, LLC 0.61% Add +3.3% 127,406 $55.6M
Trustmark Bank Trust Department 3.53% Reduce -10.1% 125,817 $55.0M
Connecticut Wealth Management, LLC 2.30% Add +2.0% 125,802 $54.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.10% Add +11.2% 124,725 $54.5M
Principle Wealth Partners LLC 3.07% Add +0.3% 122,819 $53.6M
Root Financial Partners, LLC 2.46% Add +23.8% 122,023 $53.3M
SP Asset Management LLC 4.69% Add +5.2% 121,832 $53.2M
CFS Investment Advisory Services, LLC 3.65% Add +1.6% 107,438 $53.1M
Harbour Investments, Inc. 0.82% Add +57.1% 121,335 $53.0M
Grey Fox Wealth Advisors, LLC 10.10% Add +1.2% 119,819 $52.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.44% Add +0.1% 118,921 $51.9M
Thrivent Financial for Lutherans 0.10% Reduce -13.7% 118,769 $51.9M
Chaney Capital Management, Inc. 18.03% Add +3.3% 117,062 $51.1M
Golden Road Advisors LLC 28.92% Add +2.5% 114,960 $50.2M
Permanens Capital L.P. 6.46% Reduce -28.9% 114,815 $50.2M
TL Private Wealth 19.33% Reduce -2.3% 106,214 $49.0M
Summit Financial Wealth Advisors, LLC 6.92% Add +1.6% 111,794 $48.8M
One Capital Management, LLC 1.34% Add +151.4% 111,641 $48.8M
Exencial Wealth Advisors, LLC 1.51% Add +10.3% 111,378 $48.6M
Foundations Investment Advisors, LLC 0.59% Reduce -3.0% 108,645 $47.5M
MBM Wealth Consultants, LLC 10.84% Add +2.2% 108,120 $47.2M
Wealth Analytics Partners, LLC 18.94% Reduce -1.0% 106,630 $46.6M
Fee-Only Financial Planning, L.C. 27.97% Reduce -0.9% 106,068 $46.3M
Rise Advisors, LLC 16.30% Add +3.3% 104,728 $46.2M
Mitchell McLeod Pugh & Williams Inc. 6.73% Add +6.5% 104,357 $45.6M
Perigon Wealth Management, LLC 0.82% Add +7.0% 104,014 $45.4M
Wealthfront Advisers LLC 0.10% Reduce -2.7% 102,325 $44.7M
Cornerstone Wealth Advisors, Inc. 10.25% Add +2.2% 101,872 $44.5M
Old Mission Investment Co LLC 10.37% Add +2.7% 101,533 $44.3M
Dodds Wealth, LLC 10.86% Reduce -1.4% 101,331 $44.3M
First Horizon Corp. 1.83% Add +6.6% 100,273 $43.8M
Strata Wealth Advisors, LLC 11.90% Reduce -0.4% 99,364 $43.4M
AE Wealth Management LLC 0.23% Add +9.2% 99,314 $43.4M
Duncan Williams Asset Management, LLC 11.98% Reduce -3.9% 98,966 $43.2M
VestGen Advisors, LLC 1.21% Add +973.2% 498,438 $43.1M
Mesirow Financial Investment Management, Inc. 0.70% Add +43.6% 98,383 $43.0M
Marino, Stram & Associates LLC 7.68% Add +2.6% 97,846 $42.7M
JNBA Financial Advisors 3.56% Add +3.9% 97,746 $42.7M
PFG Advisors 2.08% Reduce -17.1% 97,643 $42.6M
Global Strategic Investment Solutions, LLC 4.16% Reduce -0.3% 96,782 $42.3M
GenWealth Group, Inc. 7.23% Add +6.0% 96,720 $42.2M
Certified Advisory Corp 3.76% Add +3.1% 96,062 $42.0M
Mainsail Asset Management, LLC 18.80% Reduce -0.9% 95,902 $41.9M
Jacobsen Capital Management 14.13% Reduce -5.3% 95,811 $41.8M
First Pacific Financial 5.31% Reduce -1.0% 94,439 $41.3M
Tritonpoint Wealth, LLC 4.37% Add +2.9% 93,384 $40.8M
Wolff Financial Management LLC 8.98% Add +1.8% 93,054 $40.6M
Strategic Blueprint, LLC 2.34% Add +3.1% 92,133 $40.2M
Wealth Management Strategies, Inc. 18.14% Add +5.0% 91,809 $40.1M
Ieq Capital, LLC 0.18% Reduce -0.1% 91,230 $39.8M
Mgo One Seven LLC 0.80% Add +2.8% 91,185 $39.8M
Destiny Wealth Partners, LLC 4.32% Add +1.3% 90,462 $39.5M
Sandbox Financial Partners, LLC 11.10% Add +4.8% 90,337 $39.5M
Brown Advisory Inc. 0.06% Reduce -12.8% 89,444 $39.1M
Cambridge Associates LLC /Ma/ 0.62% No change 89,359 $39.0M
Scott Capital Advisors, LLC 7.89% Add +1.6% 84,373 $38.9M
Compound Planning, Inc. 1.19% Add +15.8% 88,110 $38.5M
Bishop & Co Investment Management, LLC 13.16% Reduce -14.7% 87,849 $38.4M
Nwam LLC 2.19% Add +1.5% 87,022 $38.0M
Newton One Investments LLC 10.25% Add +0.9% 86,461 $37.8M
Clearstead Advisors, LLC 0.34% Add +204.4% 84,593 $36.9M
Apella Capital, LLC 0.55% Add +82.3% 74,750 $36.9M
Capital Wealth Management, LLC 9.92% Add +36.2% 83,913 $36.7M
Franklin Resources Inc. 0.01% Reduce -33.6% 82,765 $36.2M
Joel Isaacson & Co., LLC 1.19% Add +5.5% 82,427 $36.0M
Fifth Third Securities, Inc. 2.32% Add +2.0% 82,239 $35.9M
Stratos Investment Management, LLC 1.42% Reduce -1.7% 81,052 $35.4M
Lake Street Private Wealth, LLC 4.52% Add +2.4% 80,963 $35.4M
HB Wealth Management, LLC 0.23% Add +5.5% 80,808 $35.3M
Advisory Services Network, LLC 0.46% Add +8.3% 79,840 $34.9M
Arcadia Wealth Management, LLC 12.57% Add +5.4% 79,537 $34.7M
Anderson Hoagland & Co. 2.99% Add +8.6% 79,462 $34.7M
American Investment Services, Inc. 7.73% Add +0.1% 79,321 $34.6M
Commerce Bank 0.17% Add +30.4% 79,085 $34.5M
McNamara Financial Services, Inc. 6.41% Add +2.0% 77,560 $33.9M
TD Capital Management LLC 3.01% Reduce -0.5% 76,716 $33.5M
Pure Financial Advisors, LLC 0.49% Add +1.1% 76,644 $33.5M
Financial Advisory Partners, LLC 9.44% Add +9.1% 76,443 $33.4M
Bragg Financial Advisors, Inc 1.05% Add +7.6% 76,333 $33.3M
Wealthspan Partners, LLC 11.60% Reduce -0.5% 75,391 $32.9M
Marble Wealth, LLC 5.71% Reduce -4.6% 74,728 $32.6M
Venturi Wealth Management, LLC 1.47% Reduce -74.2% 74,592 $32.6M
Aire Advisors, LLC 5.95% Add +1.2% 74,409 $32.5M
Warwick Investment Management, Inc. 4.61% Add +54.2% 72,804 $31.8M
Legacy Financial Group, Inc. 8.38% Add +0.5% 72,580 $31.7M
Retirement Planning Group, LLC 0.98% Reduce -2.0% 72,519 $31.7M
Legacies Wealth LLC 20.08% Reduce -11.2% 72,466 $31.7M
Tilson Financial Group, Inc. 9.49% Add +4.0% 72,409 $31.6M
Kingsview Wealth Management, LLC 0.43% Add +3.9% 72,181 $31.5M
Evolution Advisers, Inc. 13.20% Add +1.0% 71,719 $31.3M
Wealth Alliance Advisory Group, LLC 4.93% Add +18.5% 71,341 $31.2M
Prospera Financial Services Inc 0.50% Reduce -4.0% 71,245 $31.1M
Brookwood Investment Group LLC 3.95% Add +6.0% 70,982 $31.0M
Impact Partnership Wealth, LLC 3.79% Add +65.6% 70,194 $30.7M
GoalVest Advisory LLC 5.97% Reduce -17.1% 69,973 $30.6M
Beacon Capital Management, LLC 5.36% Reduce -13.5% 69,538 $30.4M
Tobias Financial Advisors, Inc. 4.21% Reduce -6.2% 69,198 $30.2M
Integrated Wealth Concepts LLC 0.24% Add +16.8% 68,348 $29.9M
Cambridge Capital Management, LLC 12.81% Add +0.9% 68,077 $29.7M
Black Diamond Financial, LLC 3.23% Reduce -26.2% 67,870 $29.6M
Crews Bank & Trust 4.29% Add +3.5% 67,777 $29.6M
TD Private Client Wealth LLC 0.61% Add +5.5% 67,546 $29.5M
Great Valley Advisor Group, Inc. 0.53% Add +0.2% 67,226 $29.4M
Blankinship & Foster, LLC 6.44% Reduce -2.7% 66,671 $29.1M
Farther Finance Advisors, LLC 0.28% Add +12.9% 65,882 $29.1M
Belpointe Asset Management LLC 1.06% Reduce -0.4% 66,532 $29.1M
Ellis Investment Partners, LLC 5.04% Add +2.7% 66,419 $29.0M
Marmo Financial Group, LLC 14.32% Add +0.3% 66,196 $28.9M
DeDora Capital, Inc. 7.06% Reduce -1.3% 65,934 $28.8M
Everett Harris & Co. 0.37% Reduce -3.0% 65,810 $28.7M
Cannon Financial Strategists, Inc. 3.78% Add +3.5% 65,765 $28.7M
Parker Financial LLC 11.47% Add +2.1% 65,839 $28.7M
Financial Advisors Network, Inc. 3.96% Reduce -1.8% 65,615 $28.7M
Websterrogers Financial Advisors, LLC 8.19% Add +6.0% 65,510 $28.6M
Meridian Wealth Management, LLC 1.02% Reduce -1.8% 65,289 $28.6M
REAP Financial Group, LLC 5.62% Add +5.1% 65,142 $28.5M
Elevation Point Wealth Partners, LLC 0.68% Add +788.6% 65,117 $28.4M
BlueStem Wealth Partners, LLC 3.15% Add +3.1% 64,812 $28.3M
Carter Financial, LLC 24.53% Add +1.5% 64,574 $28.2M
Warner Financial, Inc. 9.64% Add +1.1% 64,370 $28.1M
BTC Capital Management, Inc. 1.88% Add +6.5% 63,641 $27.8M
R. W. Roge & Company, Inc. 13.24% Reduce -3.8% 63,559 $27.8M
Krilogy Financial LLC 0.89% Add +0.3% 56,592 $27.5M
Sovereign Financial Group, Inc. 4.78% Reduce -0.6% 62,872 $27.5M
Dagco, Inc. 5.93% Reduce -3.2% 62,665 $27.4M
United Financial Planning Group LLC 16.18% Add +7.7% 62,649 $27.4M
Towerpoint Wealth, LLC 11.01% Reduce -0.1% 62,438 $27.3M
VeraBank, N.A. 4.97% Add +5.2% 62,106 $27.1M
Wellington Management Group LLP 0.01% Reduce -59.1% 62,028 $27.1M
Zhang Financial LLC 0.94% Add +21.9% 61,944 $27.1M
Francis Financial, Inc. 4.95% Add +3.9% 60,967 $26.6M
Investment Advisory Group, LLC 6.77% Add +2.8% 60,936 $26.6M
Taylor Financial Group, Inc. 16.06% Reduce -1.1% 60,654 $26.5M
Stratos Wealth Partners, LTD. 0.30% Reduce -0.6% 60,500 $26.4M
Nations Financial Group Inc, /Ia/ 1.36% Reduce -4.8% 60,338 $26.4M
Waterford Advisors, LLC 8.33% Add +1.4% 62,520 $26.3M
Beacon Financial Group 2.61% Add +7.2% 59,931 $26.2M
25 LLC 8.00% Add +9.0% 59,427 $26.0M
Cutler Investment Counsel LLC 2.65% Reduce -1.2% 58,824 $25.7M
AdvisorNet Financial, Inc 1.33% Add +17.8% 58,677 $25.6M
O'shaughnessy Asset Management, LLC 0.13% Add +25.4% 58,508 $25.6M
Creative Financial Designs Inc. 1.55% Add +3.6% 58,387 $25.5M
World Investment Advisors 0.41% Add +5.5% 58,227 $25.4M
Arete Wealth Advisors, LLC 1.90% Add +67.0% 58,191 $25.4M
Veery Capital, LLC 7.78% Add +2.6% 58,108 $25.4M
Beaumont Financial Advisors, LLC 1.74% Reduce -0.7% 57,861 $25.3M
Decker Wealth Management LLC 5.74% Reduce -15.0% 57,845 $25.3M
Kennicott Capital Management LLC 13.80% Reduce -3.0% 57,840 $25.3M
Evergreen Capital Management LLC 0.54% Add +1.0% 57,374 $25.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +459.3% 57,119 $24.9M
Cora Capital Advisors LLC 8.26% Add +45.8% 57,102 $24.9M
FWG Holdings, LLC 9.38% Reduce -15.7% 55,874 $24.8M
Trust Co of the South 3.99% Add +1.7% 56,748 $24.8M
Clayton Financial Group LLC 12.73% Add +0.4% 56,721 $24.8M
Dominguez Wealth Management Solutions, Inc. 15.00% Add +5.0% 56,673 $24.8M
Acorn Creek Capital LLC 8.70% Add +2.3% 55,805 $24.4M
LaSalle St. Investment Advisors, LLC 3.43% Add +12.1% 55,754 $24.4M
Hiley Hunt Wealth Management 10.73% Add +1.6% 55,697 $24.3M
Tulsa Wealth Advisors, INC 4.26% New 55,628 $24.3M
B. Riley Wealth Advisors, Inc. 1.57% Reduce -33.3% 57,716 $24.2M
Onyx Bridge Wealth Group LLC 2.59% Add +35.9% 55,174 $24.1M
Savvy Advisors, Inc. 0.64% Add +8.5% 54,710 $23.9M
Brooklyn Investment Group 0.74% Add +83.4% 54,271 $23.7M
Regal Investment Advisors LLC 1.33% Add +5.6% 52,839 $23.1M
Dakota Wealth Management 0.50% Reduce -3.6% 52,316 $22.9M
Forvis Mazars Wealth Advisors, LLC 0.43% Reduce -6.7% 51,989 $22.7M
Smartleaf Asset Management LLC 0.82% Add +22.6% 53,956 $22.7M
Baltimore-Washington Financial Advisors, Inc. 0.98% Add +4.7% 51,851 $22.6M
Associated Banc-Corp 0.60% Add +1.7% 51,806 $22.6M
Stephen J. Garry & Associates, LLC 18.19% Reduce -5.3% 51,781 $22.6M
Advantage Trust Co 10.13% Add +2.8% 51,750 $22.6M
OneDigital Investment Advisors LLC 0.22% Add +5.8% 51,412 $22.5M
Rochester Wealth Strategies, LLC 13.52% Add +10.2% 51,067 $22.3M
BlackRock, Inc. 0.00% Reduce -32.4% 50,982 $22.3M
IAG Wealth Partners, LLC 2.48% Add +5.2% 50,853 $22.2M
Oak Root LLC 2.68% Add +8.5% 50,403 $22.0M
Oppenheimer & Co. Inc. 0.27% Reduce -6.5% 50,104 $21.9M
CoreCap Advisors, LLC 0.74% Reduce -27.9% 50,045 $21.9M
Kohmann Bosshard Financial Services, LLC 2.13% Add +5.2% 50,004 $21.8M
Peterson Wealth Services 5.36% Add +1.6% 49,675 $21.7M
RFG Advisory, LLC 0.40% Add +6.1% 49,528 $21.6M
Integrated Wealthcare, LLC 18.09% Add +3.9% 49,497 $21.6M
Whitegate Investment Counselors, Inc. 6.86% Reduce -0.7% 49,376 $21.6M
Arista Wealth Management, LLC 2.62% No change 49,193 $21.5M
Atlantic Union Bankshares Corp 0.41% Add +4.1% 49,056 $21.4M
Arkadios Wealth Advisors 0.35% Add +3.6% 48,779 $21.3M
Baron Silver Stevens Financial Advisors, LLC 3.07% Add +0.1% 48,411 $21.1M
Prosperity Planning, Inc. 7.60% Add +3.4% 48,271 $21.1M
Berkshire Money Management, Inc. 2.15% Reduce -11.6% 48,157 $21.0M
CIBC Bancorp USA Inc. 0.03% — 52,307 $21.0M
Market Street Wealth Management Advisors LLC 3.31% Add +0.6% 48,026 $21.0M
Neuberger Berman Group LLC 0.02% Reduce -0.4% 47,905 $20.9M
Bay Harbor Wealth Management, LLC 5.40% Add +2.1% 47,721 $20.8M
Curran Financial Partners, LLC 3.72% Add +16.6% 47,563 $20.8M
LVW Advisors, LLC 2.02% Reduce -8.5% 47,476 $20.7M
Noble Family Wealth, LLC 4.24% Reduce -3.4% 47,049 $20.6M
Tenret Co LLC 9.92% Add +4.6% 47,022 $20.5M
Legacy Edge Advisors, LLC 2.15% Add +0.3% 46,857 $20.5M
NewEdge Wealth, LLC 0.24% Add +19.6% 46,759 $20.4M
NORTHSTAR ASSET MANAGEMENT Co 4.57% Add +4.9% 46,591 $20.4M
IVC Wealth Advisors LLC 8.82% Add +0.1% 46,499 $20.3M
BIP Wealth, LLC 0.82% Add +4.7% 46,349 $20.2M
Stage Harbor Financial, LLC 13.40% Add +3.9% 46,260 $20.2M
Leonard Rickey Investment Advisors P.L.L.C. 3.50% Add +4.2% 46,248 $20.2M
Werba Rubin Papier Wealth Management 2.77% Add +4.9% 45,496 $19.9M
Moneco Advisors, LLC 1.53% Reduce -0.1% 45,199 $19.7M
Ashton Thomas Private Wealth, LLC 0.47% Add +21.9% 44,999 $19.7M
Regent Peak Wealth Advisors LLC 3.95% Reduce -3.2% 44,392 $19.4M
Founders Grove Wealth Partners, LLC 4.38% Add +1.0% 44,142 $19.3M
DiPaolo Financial Group, Inc. 13.92% Add +26.4% 43,789 $19.1M
Sapient Capital LLC 0.29% Reduce -3.3% 43,615 $19.1M
Roof Eidam Maycock Peralta, LLC 4.37% Add +1.8% 43,602 $19.0M
Hopwood Nicholas Hunter 6.04% Add +6.2% 43,488 $19.0M
Enclave Advisors LLC 2.69% Add +9.1% 43,134 $18.8M
Cornerstone Advisory, LLC 1.78% Add +3.3% 43,030 $18.8M
Citizens Financial Group Inc. 0.26% Add +14.4% 43,015 $18.8M
Brown Wealth Management, LLC 4.81% Add +7.9% 42,871 $18.7M
Eagle Strategies LLC 2.23% Add +12.6% 42,822 $18.7M
Capital Analysts, LLC 0.49% Add +10.1% 42,813 $18.7M
Aspire Private Capital, LLC 4.20% Add +2.5% 42,634 $18.6M
Flagship Wealth Advisors, LLC 7.92% Reduce -18.1% 42,044 $18.4M
Olistico Wealth, LLC 9.08% Reduce -1.0% 42,177 $18.4M
Aries Wealth Management 4.05% Add +4.2% 42,177 $18.4M
Leeward Financial Partners, LLC 5.47% Reduce -4.0% 42,104 $18.4M
Romano Brothers and Company 2.07% Add +0.2% 41,718 $18.2M
Ausdal Financial Partners, Inc. 0.81% Add +5.8% 41,596 $18.2M
Gill Capital Partners, LLC 5.23% Add +0.8% 41,589 $18.2M
Prime Capital Investment Advisors, LLC 0.21% Reduce -2.1% 41,377 $18.1M
Signet Financial Management, LLC 2.01% Reduce -0.6% 41,050 $17.9M
Milestone Investment Advisors LLC 4.32% Reduce -1.1% 40,942 $17.9M
Hohimer Wealth Management, LLC 2.18% Add +8.7% 40,603 $17.7M
Matrix Private Capital Group LLC 8.54% Add +1.7% 40,561 $17.7M
Falcon Wealth Planning 1.20% Add +7.0% 40,439 $17.7M
Mayfair Advisory Group, LLC 6.13% Add +21.0% 40,209 $17.6M
Silicon Valley Capital Partners 1.70% Add +0.7% 39,825 $17.4M
Smith & Howard Wealth Management, LLC 3.75% Add +10.3% 39,707 $17.3M
VVR Holdings LLC 8.94% Add +1.5% 39,617 $17.3M
Gemmer Asset Management LLC 1.36% Add +1.7% 39,439 $17.2M
IHT Wealth Management, LLC 0.40% Reduce -1.6% 39,421 $17.2M
FC Advisory LLC 5.02% Add +1.9% 39,388 $17.2M
Heartwood Wealth Advisors LLC 1.49% Reduce -3.0% 39,121 $17.1M
Topel & Distasi Wealth Management, LLC 8.83% Add +3.0% 39,095 $17.1M
Titleist Asset Management, LLC 1.27% Add +0.8% 38,655 $16.9M
SCS Capital Management LLC 0.18% Reduce -1.1% 38,613 $16.9M
Private Advisory Group LLC 1.17% Add +1315.2% 38,537 $16.8M
Cyndeo Wealth Partners, LLC 0.89% Add +2.7% 38,530 $16.8M
Laurel Oak Wealth Management, LLC 2.82% Reduce -14.8% 38,395 $16.8M
Koshinski Asset Management, Inc. 1.05% Add +0.9% 38,384 $16.8M
Rodgers & Associates, LTD 1.71% Add +6.8% 38,382 $16.8M
Focus Partners Advisor Solutions, LLC 0.17% Reduce -5.9% 38,194 $16.7M
Novem Group 1.90% Add +1.3% 37,927 $16.6M
PCA Investment Advisory Services Inc. 5.50% Add +11.5% 37,714 $16.5M
Quotient Wealth Partners, LLC 0.43% Reduce -2.1% 37,517 $16.4M
Spreng Capital Management, Inc. 7.67% Reduce -29.7% 37,220 $16.3M
Chilton Investment Co. Inc. 0.38% Add +2265.5% 36,925 $16.1M
Keeler & Nadler Financial Planning & Wealth Management 5.45% Add +1.6% 36,765 $16.1M
Midwest Trust Co 0.20% Add +15.4% 36,628 $16.0M
Synergy Investment Management, LLC 5.16% Reduce -12.4% 36,135 $15.8M
Go Invest LLC 4.52% Add +18.0% 36,132 $15.8M
Mutual Advisors, LLC 0.34% Add +7.2% 36,128 $15.8M
Planning Alternatives Ltd. 2.04% Reduce -1.1% 36,104 $15.8M
Texas Yale Capital Corp. 0.45% Reduce -10.8% 35,962 $15.7M
Kathmere Capital Management, LLC 0.97% Add +15.0% 35,821 $15.6M
Howard Wealth Management, LLC 6.58% Reduce -0.4% 35,794 $15.6M
Facet Wealth, Inc. 0.27% Add +34.1% 35,661 $15.6M
Addison Advisors LLC 3.44% Add +2.4% 35,590 $15.5M
Caprock Group, LLC 0.38% Add +39.6% 35,556 $15.5M
Snowden Capital Advisors LLC 0.41% Reduce -0.2% 35,458 $15.5M
Geneos Wealth Management Inc. 0.36% Add +0.4% 35,438 $15.5M
One Charles Private Wealth Services, LLC 3.87% Add +4.9% 35,354 $15.4M
GenTrust, LLC 0.66% Reduce -4.7% 35,038 $15.3M
Sowell Financial Services LLC 0.56% Reduce -4.0% 34,761 $15.2M
Kraft, Davis & Associates, LLC 3.23% Add +498.0% 182,061 $15.2M
Salomon & Ludwin, LLC 1.35% Reduce -0.7% 34,238 $15.1M
First Heartland Consultants, Inc. 1.16% Add +6.1% 34,517 $15.1M
Payne Capital Management, LLC 4.54% Reduce -1.8% 34,317 $15.0M
Archford Capital Strategies, LLC 1.71% Reduce -7.5% 34,233 $15.0M
Systelligence, LLC 2.90% Reduce -12.8% 34,185 $14.9M
BLB&B Advisors, LLC 0.62% Add +18.0% 34,118 $14.9M
DDFG, Inc 3.21% Reduce -0.9% 34,067 $14.9M
Oak Harvest Investment Services 1.55% Add +6.8% 33,966 $14.8M
Karpus Management, Inc. 0.46% Reduce -53.7% 33,805 $14.8M
Harbor Investment Advisory, LLC 1.16% Add +7.5% 33,666 $14.7M
Pinion Investment Advisors, LLC 3.43% Reduce -22.1% 33,603 $14.7M
GW Henssler & Associates Ltd. 0.69% Add +7.5% 33,581 $14.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.78% Add +0.3% 33,367 $14.6M
Thayer Financial, L.L.C. 14.87% Add +9.3% 33,364 $14.6M
Regions Financial Corp. 0.09% Add +14.7% 33,319 $14.6M
Clark Financial Services Group Inc. 8.00% Add +8.2% 33,194 $14.5M
Robinswood Financial LLC 4.51% Reduce -1.9% 32,818 $14.3M
Blueline Advisors LLC 11.08% Reduce -0.7% 32,724 $14.3M
Watershed Private Wealth LLC 4.45% Add +4.3% 32,705 $14.3M
Horizon Family Wealth, Inc. 7.51% Reduce -1.3% 32,542 $14.2M
Apollon Wealth Management, LLC 0.23% Add +2.8% 32,457 $14.2M
Five Pine Wealth Management 8.80% Reduce -0.8% 32,420 $14.2M
Independent Financial Group, LLC 0.32% Add +2.6% 32,419 $14.2M
SWP Financial LLC 7.20% Add +7.2% 32,328 $14.1M
Beirne Wealth Consulting Services, LLC 3.99% Add +0.1% 32,269 $14.1M
Thrive Wealth Management, LLC 2.10% Add +6.1% 32,177 $14.1M
Prosperity Advisers, LLC 11.61% Add +1.4% 31,985 $14.0M
Safir Wealth Advisors, LLC 10.06% Reduce -0.8% 31,834 $13.9M
Financial Connections Group, Inc. 4.83% Reduce -0.3% 31,799 $13.9M
Third View Private Wealth, LLC 1.90% Add +13.2% 31,773 $13.9M
SouthState Bank Corp 0.65% Add +3.5% 31,720 $13.9M
Junk Investment Group, LLC 7.23% — 31,574 $13.8M
Gladstone Institutional Advisory LLC 0.51% Reduce -8.0% 31,528 $13.8M
Coastal Bridge Advisors, LLC 0.97% Add +9.7% 31,421 $13.7M
Uptown Financial Advisors LLC 11.09% Add +11.0% 31,383 $13.7M
Johnson Investment Counsel Inc. 0.11% Add +1.0% 31,364 $13.7M
Integral Investment Advisors, Inc. 3.39% Add +5.0% 31,152 $13.6M
Riversedge Advisors, LLC 2.18% Add +3.1% 30,792 $13.4M
Beacon Bridge Wealth Partners, LLC 4.50% Add +1.6% 30,790 $13.4M
Kendall Capital Management 2.73% Add +4.9% 30,533 $13.3M
First National Bank of Omaha 0.41% Reduce -0.7% 30,682 $13.3M
Vanguard National Trust Co 0.84% — 30,436 $13.3M
MCF Advisors LLC 0.58% Add +1.3% 30,422 $13.3M
Fusion Capital, LLC 3.55% Add +1.1% 30,090 $13.1M
Integrity Wealth Solutions LLC 5.15% Add +1.0% 30,020 $13.1M
Procyon Advisors, LLC 0.64% Reduce -9.9% 29,910 $13.1M
Founders Financial Securities LLC 0.71% Reduce -36.0% 27,482 $12.6M
FWG Investments, LLC. 7.98% Add +19.0% 28,742 $12.6M
Patriot Financial Group Insurance Agency, LLC 0.70% Add +100.8% 28,366 $12.4M
Capital Advisors, Ltd. LLC 1.41% Reduce -1.4% 28,353 $12.4M
NWF Advisory Services Inc. 1.40% Add +2.3% 28,332 $12.4M
Richmond Investment Services, LLC 1.99% Reduce -3.2% 28,245 $12.3M
Meramec Financial Planners, LLC 4.85% Add +1.0% 24,811 $12.2M
Shrier Wealth Management, LLC 4.50% Add +9.2% 27,852 $12.2M
Financial Insights, Inc. 3.91% Reduce -8.2% 27,656 $12.1M
Compass Financial Group, Inc. (Ohio) 8.77% Add +2.3% 27,449 $12.0M
Cranbrook Wealth Management, LLC 2.43% Reduce -0.6% 27,365 $12.0M
Financial Life Advisors 3.72% Add +7.0% 27,305 $11.9M
Brighton Securities Corp. 5.73% Add +13.8% 27,225 $11.9M
Columbia River Financial Group, LLC 6.89% Add +6.4% 27,164 $11.9M
Hubbell Strickland Wealth Management, LLC 4.71% Add +0.7% 27,072 $11.8M
STAR Financial Bank 5.55% Add +223.4% 26,938 $11.8M
Wellspring Financial Advisors, LLC 0.88% Add +0.3% 1,042,054 $11.8M
Flagship Harbor Advisors, LLC 0.51% Reduce -2.3% 26,797 $11.7M
Summit Wealth Group LLC / Co. 1.23% Add +27.6% 26,523 $11.7M
JMG Financial Group, Ltd. 0.32% Reduce -0.9% 26,664 $11.6M
Ironsides Asset Advisors, LLC 2.91% No change 26,562 $11.6M
Renaissance Technologies 0.02% Add +2186.2% 26,520 $11.6M
Integrity Alliance, Llc. 0.44% Reduce -15.7% 26,186 $11.4M
Alpine Bank Wealth Management 1.66% Reduce -64.5% 26,156 $11.4M
Westwood Holdings Group Inc. 0.08% Reduce -1.9% 26,058 $11.4M
Avion Wealth 2.34% Add +11.3% 25,954 $11.3M
First PREMIER Bank 2.62% Add +4.9% 25,937 $11.3M
Trek Financial, LLC 0.60% Reduce -59.7% 25,904 $11.3M
Angeles Wealth Management, LLC 0.62% Reduce -0.2% 25,883 $11.3M
Novak & Powell Financial Services, Inc. 6.08% Reduce -1.2% 25,831 $11.3M
Elevated Capital Advisors, LLC 2.84% Add +2.7% 25,801 $11.3M
Fonville Wealth Management LLC 2.14% Add +9.4% 25,768 $11.3M
Robertson Stephens Wealth Management, LLC 0.31% Reduce -33.5% 25,691 $11.2M
Segment Wealth Management, LLC 0.65% No change 25,466 $11.1M
Visionary Wealth Advisors 0.49% Add +2.9% 25,351 $11.1M
Parallel Advisors, LLC 0.20% Add +8.2% 25,270 $11.0M
CWS Financial Advisors, LLC 2.83% Reduce -2.4% 25,248 $11.0M
VSM Wealth Advisory, LLC 3.28% Add +11.7% 25,181 $11.0M
Lansing Street Advisors 2.77% Reduce -9.4% 25,134 $11.0M
Brio Consultants, LLC 1.34% Add +502.4% 129,986 $11.0M
Park Avenue Securities LLC 0.09% Add +10.7% 25,030 $10.9M
Perennial Investment Advisors, LLC 0.87% Add +7.8% 25,019 $10.9M
Hurlow Wealth Management Group, Inc. 2.59% Reduce -2.8% 24,950 $10.9M
Mechanics Bank Trust Department 1.50% Add +1.3% 24,821 $10.8M
Maridea Wealth Management LLC 1.58% Add +2.3% 24,770 $10.8M
Capital Investment Advisory Services, LLC 0.79% Add +5.8% 24,754 $10.8M
Sage Mountain Advisors LLC 0.76% Reduce -3.2% 24,740 $10.8M
Gentry Private Wealth, LLC 6.49% Reduce -11.9% 24,655 $10.8M
Leo Wealth, LLC 0.78% Reduce -2.9% 24,555 $10.7M
MTC Wealth Management LLC 5.09% Add +41.9% 24,543 $10.7M
GC Wealth Management RIA, LLC 0.44% Add +2.7% 24,308 $10.6M
Level Financial Advisors 2.71% Add +16.3% 24,284 $10.6M
Ameritas Advisory Services, LLC 0.41% Add +0.7% 24,210 $10.6M
Ritholtz Wealth Management 0.18% Add +4.6% 24,136 $10.5M
Sightline Wealth Advisors, LLC 4.46% Add +9.8% 24,106 $10.5M
Gateway Wealth Partners, LLC 0.41% Add +41.3% 24,090 $10.5M
Cassilly Financial Group LLC 9.10% Add +3.4% 24,008 $10.5M
Nabity-Jensen Investment Management Inc 7.27% Reduce -0.8% 23,986 $10.5M
rebel Financial LLC 4.54% Reduce -1.9% 23,971 $10.5M
N.E.W. Advisory Services LLC 0.78% Reduce -2.2% 23,775 $10.4M
Smith Partners Wealth Management, LLC 9.30% Add +4.8% 23,771 $10.4M
GLR Partners, LLC 5.63% — 23,621 $10.3M
Mustard Seed Financial, LLC 6.18% Add +6.3% 23,599 $10.3M
Calton & Associates, Inc. 1.48% Reduce -0.9% 23,558 $10.3M
Prostatis Group LLC 2.63% Reduce -9.7% 23,554 $10.3M
Verdence Capital Advisors LLC 0.59% Add +0.0% 23,223 $10.1M
Zions Bancorporation, National Association 0.65% Reduce -4.4% 23,156 $10.1M
Hofer & Associates. Inc 5.43% Add +1.6% 23,124 $10.1M
Register Financial Advisors LLC 3.71% Add +4.1% 22,987 $10.0M
Bath Savings Trust Co 1.07% Reduce -0.0% 22,855 $10.0M
Intergy Private Wealth, LLC 2.92% Add +2.2% 22,830 $10.0M
Cardiff Park Advisors, LLC 0.79% Reduce -10.6% 22,628 $9.9M
Nicolet Bankshares Inc. 0.36% Add +284.8% 22,297 $9.8M
Crown Wealth Group, LLC 2.87% Reduce -11.5% 22,342 $9.8M
Laurel Wealth Advisors LLC 0.96% Add +468.3% 112,314 $9.8M
NFSG Corp 1.60% Add +13.7% 22,299 $9.7M
BBR Partners, LLC 0.54% Add +1178.9% 22,253 $9.7M
Essex Financial Services, Inc. 0.54% Add +0.2% 22,207 $9.7M
LifeGoal Investments, LLC 5.55% Add +1.3% 21,960 $9.7M
ERn Financial, LLC 1.82% Reduce -0.3% 22,169 $9.7M
First United Bank & Trust 3.14% Reduce -7.4% 22,153 $9.7M
Winthrop Advisory Group LLC 0.79% Add +27.4% 22,086 $9.6M
Cornerstone Wealth Management, LLC 0.48% Add +0.8% 21,997 $9.6M
Kovack Advisors, Inc. 0.52% Reduce -3.6% 20,415 $9.6M
Thrive Capital Management, LLC 2.09% Reduce -18.4% 21,783 $9.5M
Agate Pass Investment Management, LLC 3.72% Reduce -2.1% 21,777 $9.5M
Riverview Capital Advisers, LLC 3.16% Add +9.3% 21,708 $9.5M
Claris Financial LLC 5.16% Add +0.8% 21,588 $9.4M
Horizon Bancorp Inc. 4.53% Add +1.5% 21,578 $9.4M
Keystone Financial Group 0.64% Add +2.1% 21,468 $9.4M
Mathes Company, Inc. 3.41% No change 21,275 $9.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.10% Add +534.0% 111,283 $9.3M
Woodside Wealth Management LLC 7.25% Reduce -4.8% 21,234 $9.3M
Rolek Wealth Management LLC 6.63% Reduce -82.3% 21,155 $9.2M
Guidance Capital, Inc. 2.07% Add +574.5% 109,504 $9.2M
Clearwater Capital Advisors, LLC 0.74% Reduce -0.0% 21,104 $9.2M
Royal Fund Management, LLC 0.88% Reduce -2.2% 20,983 $9.2M
Tide Cove Capital Partners LLC 6.25% Add +395.5% 110,636 $9.2M
Cornerstone Wealth Group, LLC 0.59% Add +570.5% 112,511 $9.2M
Hollencrest Capital Management 0.34% Reduce -0.2% 20,993 $9.2M
Disciplined Investors, L.L.C. 5.45% Add +10.2% 20,977 $9.2M
Kintra Wealth, LLC 0.65% Add +3271.2% 20,935 $9.1M
Freedom Financial Partners LLC 3.24% Add +1.1% 20,840 $9.1M
Washington Trust Advisors, Inc. 0.73% Reduce -2.4% 20,707 $9.0M
Brighton Jones LLC 0.20% New 20,697 $9.0M
Quaker Wealth Management, LLC 2.82% Add +4.2% 20,663 $9.0M
Dravo Bay LLC 3.66% Add +3.4% 20,649 $9.0M
Acropolis Investment Management, LLC 0.40% Reduce -1.3% 20,543 $9.0M
Agf Management Ltd. 0.04% Reduce -15.8% 20,479 $8.9M
Valeo Financial Advisors, LLC 0.21% Reduce -0.7% 20,335 $8.9M
GoalFusion Wealth Management, LLC 4.03% Add +12.4% 20,329 $8.9M
StoneX Group Inc. 0.48% Reduce -49.4% 20,338 $8.9M
Pathfinder Wealth Consulting, Inc. 5.71% Add +0.1% 20,184 $8.8M
Latigo Investments, LLC 4.39% Reduce -33.0% 13,526 $8.8M
Capital Planning LLC 2.86% Add +18.1% 20,143 $8.8M
Benjamin Edwards Inc. 0.09% Add +21.3% 20,129 $8.8M
Wealthspire Retirement, LLC 0.53% Add +0.6% 20,106 $8.8M
Marathon Wealth Advisors LLC 3.57% Add +9.5% 19,930 $8.7M
Kure Advisory, LLC 4.74% Add +4.9% 19,928 $8.7M
Park National Corp. 0.26% Add +395.8% 19,806 $8.7M
Wealthcare Advisory Partners LLC 0.17% Reduce -44.3% 19,754 $8.6M
Madison Park Capital Advisors, LLC 6.77% Reduce -2.6% 19,720 $8.6M
LifePlan Investment Advisors, Inc. 3.37% Add +8.2% 19,649 $8.6M
Pine Valley Investments Ltd Liability Co 0.42% Reduce -0.3% 19,628 $8.6M
Fiduciary Alliance LLC 0.52% Add +41.6% 17,608 $8.6M
St. Louis Trust Co 0.99% Add +18.0% 19,400 $8.5M
HTG Investment Advisors, Inc. 2.42% Add +8.8% 19,396 $8.5M
CPA Asset Management Group, LLC 2.84% Add +28.2% 19,380 $8.5M
Triad Wealth Partners, LLC 0.67% Add +15.9% 19,260 $8.4M
M Holdings Securities, Inc. 0.57% Add +413.9% 83,665 $8.4M
GSG Advisors LLC 2.16% Add +12.7% 19,075 $8.3M
Wind River Trust Co 3.14% No change 19,070 $8.3M
Aspen Wealth Management LLC 1.66% Add +12.5% 19,064 $8.3M
Rinkey Investments 2.13% Add +4.8% 19,025 $8.3M
Apex Wealth Management, LLC 5.69% Add +71.4% 19,002 $8.3M
Parkside Financial Bank & Trust 0.64% Add +20.0% 18,962 $8.3M
Wedbush Securities Inc. 0.24% Reduce -0.4% 18,906 $8.3M
Csenge Advisory Group 0.38% Reduce -1.6% 18,899 $8.3M
CGN Advisors LLC 0.65% Reduce -1.4% 18,844 $8.2M
Emergent Wealth Advisors, LLC 4.86% Add +48.2% 18,813 $8.2M
Peak Retirement Planning, Inc. 1.63% Reduce -19.6% 18,761 $8.2M
Main Line Retirement Advisors, LLC 4.07% Add +2.1% 18,663 $8.2M
Sigma Planning Corp 0.23% Add +6.1% 18,656 $8.1M
Kassira Wealth Management LLC 7.46% Reduce -1.8% 18,583 $8.1M
Kavar Capital Partners Group, LLC 1.02% Add +2.8% 18,583 $8.1M
Diversified Portfolios, Inc. 0.67% Reduce -1.2% 18,560 $8.1M
Ogorek Anthony Joseph /NY/ 2.22% Reduce -2.0% 18,550 $8.1M
Fifth Third Wealth Advisors LLC 0.27% Add +0.4% 18,376 $8.0M
Twin Focus Capital Partners, LLC 0.92% Add +22.2% 18,373 $8.0M
Wesbanco Bank Inc. 0.22% Add +95.2% 18,356 $8.0M
Magnolia Capital Advisors LLC 1.57% Reduce -41.8% 18,320 $8.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Add +57.6% 18,299 $8.0M
Loomis Sayles & Co. L P 0.01% Reduce -50.6% 18,265 $8.0M
Cumberland Advisors Inc. 3.12% Add +0.3% 18,253 $8.0M
Uptick Partners, LLC 1.59% Reduce -4.6% 18,216 $8.0M
Spire Wealth Management 0.27% Add +15.0% 18,166 $7.9M
MidAtlantic Capital Management, Inc. 5.44% Add +2.5% 18,046 $7.9M
Curi Capital, LLC 0.14% Reduce -2.2% 18,045 $7.9M
WealthShield Partners, LLC 0.88% Add +1.7% 18,037 $7.9M
Centaurus Financial, Inc. 0.37% Add +3.9% 18,002 $7.9M
Blueprint Investment Partners LLC 0.80% Reduce -23.0% 17,987 $7.9M
Tower View Wealth Management LLC 4.00% Add +0.8% 17,838 $7.8M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -1.2% 17,813 $7.8M
Osborne Partners Capital Management, LLC 0.41% No change 17,797 $7.8M
Planwiser Financial, LLC 5.58% Add +30.1% 15,861 $7.7M
TIAA Wealth Investment Management LLC 0.06% — 18,030 $7.6M
Gallagher Fiduciary Advisors, LLC 0.30% Add +1.3% 17,505 $7.6M
XY Planning Network, Inc. 1.21% Add +19.9% 17,204 $7.6M
Clarus Wealth Advisors 3.23% Add +2.4% 17,041 $7.6M
Capital Investment Advisors, LLC 0.11% Reduce -3.0% 17,301 $7.6M
Abbot Financial Management, Inc. 3.21% Reduce -0.3% 17,297 $7.6M
Bonfire Financial 5.68% Reduce -3.7% 17,295 $7.6M
Avidian Wealth Enterprises, LLC 0.24% Add +19.3% 17,222 $7.5M
Squarepoint Ops LLC 0.02% Add +87.9% 17,212 $7.5M
Valpey Financial Services, LLC 4.88% Add +2.5% 17,161 $7.5M
M3 Advisory Group, LLC 4.62% Add +2.0% 17,159 $7.5M
Northstar Group, Inc. 1.09% Reduce -1.5% 17,096 $7.5M
Level Four Advisory Services, LLC 0.24% Reduce -0.4% 17,076 $7.5M
Asset Advisory Group, Inc. 3.73% Add +1.1% 17,030 $7.4M
Kelman-Lazarov, Inc. 1.06% Add +5.7% 16,959 $7.4M
Rehmann Capital Advisory Group 0.38% Add +3.3% 16,924 $7.4M
LongView Wealth Management 1.86% Reduce -1.9% 15,503 $7.4M
Emerald Advisors, LLC 0.92% Reduce -1.1% 16,909 $7.4M
Bluespring Wealth Management, LLC 0.64% Reduce -2.3% 16,892 $7.4M
Crusonia Wealth Advisors LLC 1.52% Add +45.1% 16,888 $7.4M
Summit Wealth Partners, LLC 1.16% Add +20.2% 16,819 $7.3M
Element Pointe Advisors, LLC 1.38% No change 16,714 $7.3M
Scott & Selber, Inc. 1.88% Reduce -2.2% 16,669 $7.3M
NorthRock Partners, LLC 0.12% Add +564.1% 99,802 $7.3M
HBK Sorce Advisory LLC 0.15% Add +651.4% 83,070 $7.2M
Capital Management Associates, Inc 1.63% Add +5.3% 16,460 $7.2M
Hilltop Holdings Inc. 0.65% Reduce -15.0% 16,449 $7.2M
Great Diamond Partners, LLC 1.38% Reduce -46.1% 16,355 $7.1M
Campbell Deegan Wealth Management, LLC 5.71% Reduce -1.5% 16,279 $7.1M
Defined Wealth Management, LLC 4.16% Add +1.9% 16,261 $7.1M
SBI Securities Co., Ltd. 0.19% Add +0.4% 16,169 $7.1M
Krane Financial Solutions LLC 4.78% — 16,095 $7.0M
Talon Private Wealth, LLC 0.93% — 16,069 $7.0M
Seeds Investor LLC 0.95% Add +18.9% 14,714 $7.0M
Polen Capital Management LLC 0.05% Reduce -51.6% 16,030 $7.0M
Weinberger Asset Management, Inc 2.62% Reduce -0.9% 16,005 $7.0M
Eclectic Associates Inc. 0.93% Add +47.2% 16,009 $7.0M
Vicus Capital 0.51% Add +4.6% 15,915 $7.0M
Cascades Capital Asset Management, LLC 2.95% Add +1.8% 15,913 $7.0M
Simmons Bank 0.47% Reduce -3.9% 15,903 $6.9M
CDKV Holdings LLC 6.07% Add +28.9% 15,836 $6.9M
Capital Advisor Network LLC 9.62% — 15,733 $6.9M
Disciplined Investments, LLC 2.46% Reduce -0.5% 15,715 $6.9M
Ted Buchan & Co 2.48% Reduce -30.5% 15,642 $6.8M
MA Private Wealth 1.15% Add +0.1% 15,612 $6.8M
LightSquare Wealth Management, LLC 5.10% — 15,595 $6.8M
West Bancorporation Inc. 3.39% Add +14.0% 15,554 $6.8M
First American Trust, FSB 0.45% Reduce -8.7% 15,378 $6.7M
Wedmont Private Capital 0.22% Add +14.3% 14,700 $6.7M
Yoder Wealth Management, Inc. 3.06% Reduce -12.3% 15,403 $6.7M
Pine Harbor Wealth Management, LLC 2.00% Reduce -0.2% 15,342 $6.7M
High Net Worth Advisory Group LLC 1.56% Add +0.1% 15,308 $6.7M
Prestige Wealth Management Group LLC 1.30% Reduce -15.6% 15,139 $6.6M
Muirfield Wealth Advisors LLC 4.85% Reduce -1.3% 15,082 $6.6M
Pacific Financial Group Inc. 3.54% Reduce -9.2% 15,031 $6.6M
Western Wealth Management, LLC 0.25% Add +89.6% 29,467 $6.6M
Revolve Wealth Partners, LLC 0.85% Reduce -3.6% 14,946 $6.5M
Kingswood Wealth Advisors, LLC 0.31% Add +10.4% 14,941 $6.5M
Alexis Investment Partners, LLC 4.49% Add +23.1% 15,523 $6.5M
Cohen Klingenstein LLC 0.21% Add +0.5% 14,925 $6.5M
Glen Eagle Advisors, LLC 0.91% Reduce -7.0% 14,915 $6.5M
Hill Island Financial LLC 1.58% Reduce -3.2% 14,901 $6.5M
NCM Capital Management, LLC 2.33% Add +2.7% 14,894 $6.5M
Panoramic Investment Advisors, LLC 3.52% Add +7.8% 14,888 $6.5M
Infinity Wealth Counsel, LLC 5.97% Add +0.3% 14,884 $6.5M
Institute for Wealth Management, LLC. 0.70% Add +21.7% 14,859 $6.5M
IMC-Chicago, LLC 0.10% New 14,717 $6.4M
Stone Summit Wealth LLC 1.78% Reduce -6.9% 14,651 $6.4M
Security Financial Services, INC. 1.01% Add +0.0% 14,628 $6.4M
Laraway Financial Advisors Inc 4.48% Add +0.0% 14,599 $6.4M
Evolve Private Wealth, LLC 0.34% Add +895.7% 14,577 $6.4M
MSH Capital Advisors LLC 1.35% Add +22.3% 14,564 $6.4M
Trust Co. of Toledo NA 0.60% Add +15.8% 14,527 $6.3M
Diversified Enterprises, LLC 0.35% Reduce -0.7% 14,478 $6.3M
Advisory Alpha, LLC 0.17% Reduce -0.8% 14,372 $6.3M
Winthrop Capital Management, LLC 1.59% Add +1.8% 14,216 $6.2M
OneAscent Financial Services LLC 0.34% Add +26.8% 14,192 $6.2M
FF Advisors,LLC 2.50% Add +579.4% 75,306 $6.2M
GFS Advisors, LLC 0.40% Add +608.7% 92,778 $6.2M
55 North Private Wealth, LLC 1.58% Reduce -2.3% 14,101 $6.2M
Insight Advisors, LLC/ PA 1.17% Reduce -1.8% 14,072 $6.1M
Capital Planning Advisors, LLC 0.89% Reduce -2.4% 14,045 $6.1M
Journey Beyond Wealth, LLC 5.27% Add +2.8% 14,036 $6.1M
Richardson Financial Services Inc. 3.80% Add +0.3% 13,893 $6.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% No change 13,847 $6.0M
Cascade Wealth Advisors, Inc 2.65% Add +499.1% 69,558 $6.0M
Valmark Advisers, Inc. 0.07% Add +7.4% 13,829 $6.0M
North Star Asset Management Inc. 0.26% Add +120.9% 13,821 $6.0M
Smith, Moore & Co. 0.44% Add +3.7% 13,782 $6.0M
Ironwood Financial, llc 1.04% Add +112.0% 13,654 $6.0M
Brown Brothers Harriman & Co. 0.03% Reduce -1.3% 13,604 $5.9M
U.S. Capital Wealth Advisors, LLC 0.15% Add +36.1% 13,500 $5.9M
Compton Wealth Advisory Group, LLC 1.31% Reduce -0.7% 13,277 $5.9M
Fiduciary Financial Advisors 5.22% — 13,408 $5.9M
Pallas Capital Advisors LLC 0.22% Add +23.6% 13,241 $5.8M
Councilor Wealth, LLC 2.79% Add +19.4% 13,136 $5.7M
Three Bearings Fiduciary Advisors, Inc. 5.55% No change 13,126 $5.7M
Altiora Financial Group, LLC 0.94% Reduce -0.7% 13,079 $5.7M
Quadcap Wealth Management, LLC 0.65% Reduce -1.6% 13,073 $5.7M
Hengehold Capital Management LLC 0.50% Add +1.9% 13,061 $5.7M
Manuka Financial, LLC 3.52% Reduce -0.9% 13,040 $5.7M
Empower Advisory Group, LLC 0.01% Reduce -12.5% 13,001 $5.7M
Donaldson Capital Management, LLC 0.18% Reduce -0.6% 12,959 $5.7M
Nestegg Advisors, Inc. 4.95% Add +1.9% 12,916 $5.6M
Focus Financial Network, Inc. 0.20% Add +8.3% 12,904 $5.6M
Dopkins Wealth Management, LLC 2.26% Add +0.0% 12,896 $5.6M
Platform Technology Partners 1.08% Add +6.1% 12,865 $5.6M
Sax Wealth Advisors, LLC 0.27% No change 11,477 $5.6M
Bawa N Mallick Trust 2.28% No change 12,750 $5.6M
QRG Capital Management, Inc. 0.06% Reduce -4.9% 12,734 $5.6M
AlphaCore Capital LLC 0.13% Reduce -73.5% 12,691 $5.5M
Carnegie Investment Counsel 0.11% Reduce -2.3% 12,647 $5.5M
RMG Wealth Management LLC 0.64% Add +8334.0% 63,086 $5.5M
Rossby Financial, LCC 1.15% Add +50.0% 12,500 $5.5M
Drucker Wealth 3.0, LLC 0.96% Reduce -1.9% 12,630 $5.5M
City State Bank 1.43% Add +9.9% 12,609 $5.5M
TPG Financial Advisors, LLC 1.79% Reduce -6.4% 12,600 $5.5M
BCS Wealth Management 1.12% Reduce -49.3% 12,582 $5.5M
Roman Butler Fullerton & Co. 1.50% Reduce -1.1% 11,934 $5.5M
Aptus Capital Advisors, LLC 0.05% Reduce -10.4% 12,473 $5.4M
Jefferson Bridge Capital, LLC 5.40% Add +2.0% 12,446 $5.4M
Fulcrum Capital LLC 1.18% Add +17.9% 12,427 $5.4M
Churchill Financial Advisors, LLC 1.14% Add +28.3% 12,387 $5.4M
Willis Johnson & Associates, Inc. 0.31% Reduce -10.9% 12,352 $5.4M
Aspiriant, LLC 0.15% Reduce -4.5% 12,334 $5.4M
Earned Wealth Advisors, LLC 0.36% Add +8.4% 12,280 $5.4M
Davidson Trust Co. 2.31% Add +7.9% 12,266 $5.4M
Fourth Dimension Wealth, LLC 2.03% Reduce -13.2% 12,241 $5.3M
Battery Global Advisors, LLC 2.87% Reduce -94.8% 12,241 $5.3M
Madison Asset Management, LLC 0.07% Add +11.3% 12,199 $5.3M
Culbertson A N & Co. Inc. 0.69% Reduce -5.9% 12,191 $5.3M
Kuhn & Co Investment Counsel 3.43% Add +18.4% 12,178 $5.3M
Indivisible Partners 0.47% Reduce -1.6% 12,005 $5.3M
Bluedoor Private Wealth, LLC 2.46% Reduce -0.8% 12,145 $5.3M
Barrett & Company, Inc. 1.81% Reduce -4.5% 12,075 $5.3M
Sendero Wealth Management, LLC 0.58% Add +102.1% 12,021 $5.3M
HUB Investment Partners, LLC 0.13% Add +389.8% 12,010 $5.2M
Sentinel Pension Advisors, LLC 0.77% Reduce -0.7% 11,962 $5.2M
Foronjy Financial LLC 2.17% Add +6.3% 11,948 $5.2M
HighPoint Advisor Group LLC 0.22% Add +3.6% 11,940 $5.2M
Ciovacco Capital Management LLC 3.03% Reduce -0.8% 11,912 $5.2M
Tempo Wealth, LLC 0.90% Reduce -5.1% 11,845 $5.2M
Strategic Financial Partners, Ltd. 2.23% Reduce -6.6% 11,835 $5.2M
Family CFO Inc 2.31% No change 11,825 $5.2M
Wilmington Savings Fund Society, FSB 0.12% Reduce -4.0% 11,741 $5.1M
Finward Bancorp 4.08% Reduce -3.5% 11,688 $5.1M
Hexagon Capital Partners LLC 0.74% Reduce -3.1% 11,639 $5.1M
Choate Investment Advisors 0.10% Reduce -6.0% 11,590 $5.1M
EnRich Financial Partners LLC 1.34% Add +0.9% 11,581 $5.1M
FDx Advisors, Inc. 1.61% Add +0.7% 11,557 $5.0M
Bison Wealth, LLC 0.49% Add +481.1% 57,339 $5.0M
Bay Rivers Group 2.09% Add +3.1% 11,462 $5.0M
Gilliland Jeter Wealth Management LLC 1.48% Add +0.3% 11,453 $5.0M
Keybank National Association 0.02% Reduce -4.1% 11,436 $5.0M
Petix & Botte Co 2.23% Reduce -50.2% 11,424 $5.0M
Bryn Mawr Trust Advisors, LLC 0.24% Add +1.1% 11,418 $5.0M
Acorn Financial Advisory Services Inc. 0.68% Reduce -78.2% 11,406 $5.0M
Causey Wealth LLC 2.11% Reduce -1.3% 11,396 $5.0M
Moors & Cabot, Inc. 0.21% Add +19.4% 11,379 $5.0M
Leavell Investment Management, Inc. 0.20% Add +1.8% 11,348 $5.0M
Dynamic Advisor Solutions LLC 0.15% Reduce -22.3% 11,233 $4.9M
Goodman Advisory Group, LLC 1.27% Reduce -38.6% 11,179 $4.9M
Angeles Investment Advisors, LLC 0.33% Reduce -19.3% 11,179 $4.9M
BridgePort Financial Solutions, LLC 1.38% Add +10.4% 11,138 $4.9M
Wescott Financial Advisory Group, LLC 0.43% Reduce -5.6% 11,133 $4.9M
Composition Wealth, LLC 0.07% Reduce -15.1% 11,130 $4.9M
Idaho Trust Co 1.58% Reduce -21.1% 11,126 $4.9M
Clarity Capital Advisors, LLC 2.26% Reduce -1.8% 11,111 $4.9M
FSM Wealth Advisors, LLC 0.62% Reduce -1.4% 11,110 $4.9M
United Advisor Group, LLC 0.60% Add +9.3% 11,098 $4.8M
Jennison Associates LLC 0.00% Reduce -9.1% 11,069 $4.8M
Blueprint Financial Advisors LLC 0.72% Reduce -25.8% 11,066 $4.8M
KTF Investments, LLC 0.82% Reduce -8.6% 11,020 $4.8M
Ballentine Partners, LLC 0.07% Add +69.7% 11,015 $4.8M
Absolute Capital Management, LLC 1.58% Add +12.2% 10,899 $4.8M
Leo H. Evart, Inc. 4.07% — 10,895 $4.8M
Blue Trust, Inc. 0.05% Add +11.8% 10,880 $4.8M
Ascent Group, LLC 0.16% Reduce -3.3% 10,799 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -1.8% 10,783 $4.7M
Chris Bulman Inc 2.06% Reduce -5.6% 10,767 $4.7M
Equitable Trust Co. 0.22% Reduce -6.3% 10,751 $4.7M
Community Bank of Raymore 3.14% Add +0.5% 10,750 $4.7M
CX Institutional 0.14% Reduce -18.6% 10,613 $4.6M
Asset Allocation & Management Company, LLC 1.72% Reduce -13.4% 10,559 $4.6M
Argent Trust Co 0.16% Add +37.1% 10,548 $4.6M
SteelPeak Wealth, LLC 0.14% Reduce -4.7% 10,536 $4.6M
Alexander Labrunerie & Co., Inc. 1.73% Reduce -3.3% 10,518 $4.6M
Nomura Asset Management Co. Ltd. 0.01% New 10,500 $4.6M
Catalyst Private Wealth, LLC 2.47% Reduce -3.7% 10,449 $4.6M
NorthStar Asset Management LLC 2.20% Add +0.8% 10,443 $4.6M
Kwmg, LLC 0.38% Add +0.7% 10,425 $4.6M
Fortis Group Advisors, LLC 0.75% Add +464.5% 54,118 $4.5M
Arsenal Capital Advisors LLC 3.27% Add +106.1% 10,325 $4.5M
Opinicus Capital, Inc. 3.17% Add +0.6% 10,290 $4.5M
Droms Strauss Advisors Inc. /Mo/ 1.17% Reduce -8.5% 10,279 $4.5M
Grandview Asset Management LLC 1.31% Reduce -9.4% 10,276 $4.5M
Planning Directions Inc. 2.26% Reduce -4.0% 10,240 $4.5M
Sandy Cove Advisors, LLC 1.34% Add +1.2% 10,220 $4.5M
Evercore Wealth Management, LLC 0.07% No change 10,202 $4.5M
Lodestar Private Asset Management LLC 0.44% Reduce -3.4% 10,195 $4.5M
United Community Bank 1.47% Add +42.0% 10,118 $4.4M
SOA Wealth Advisors, LLC. 0.83% Reduce -0.1% 10,108 $4.4M
Caliber Wealth Management, LLC / KS 0.48% Reduce -1.8% 10,102 $4.4M
Lewis Asset Management, LLC 1.80% Reduce -1.4% 10,094 $4.4M
Cozad Asset Management Inc. 0.35% Add +2.8% 10,077 $4.4M
Primoris Wealth Advisors, LLC 3.08% Add +11.3% 10,056 $4.4M
PFG Investments, LLC 0.20% Add +10.4% 10,033 $4.4M
Daymark Wealth Partners, LLC 0.14% Reduce -0.3% 10,018 $4.4M
Troutman Wealth Management, LLC 3.65% Reduce -0.8% 10,015 $4.4M
Nixon Peabody Trust Co. 0.35% Add +1.8% 9,996 $4.4M
Diversify Wealth Management, LLC 0.08% Add +1672.4% 52,710 $4.4M
Whittier Trust Co. of Nevada Inc. 0.09% No change 9,777 $4.3M
XTX Topco Ltd 0.07% New 9,872 $4.3M
WBH Advisory Inc. 0.32% Reduce -8.1% 9,734 $4.3M
Sutton Place Investors LLC 2.34% Add +0.5% 9,802 $4.3M
KCM Investment Advisors LLC 0.14% Add +0.3% 9,794 $4.3M
Wick Capital Partners, LLC 0.78% Reduce -4.4% 9,790 $4.3M
Parsons Capital Management Inc. 0.20% Reduce -1.4% 9,788 $4.3M
Victory Capital Management Inc. 0.00% Reduce -40.9% 9,766 $4.3M
Quest 10 Wealth Builders, Inc. 3.74% Reduce -0.5% 9,758 $4.3M
Birchcreek Wealth Management, LLC 2.04% Reduce -0.1% 9,698 $4.2M
Tradition Wealth Management, LLC 0.30% Reduce -2.5% 9,648 $4.2M
Charter Oak Capital Management, LLC 0.33% Add +5.8% 9,617 $4.2M
Montag A & Associates Inc. 0.19% Reduce -20.7% 9,561 $4.2M
Cassaday & Co Wealth Management LLC 0.09% Add +0.1% 9,548 $4.2M
Strategic Family Wealth Counselors, L.L.C. 1.09% Add +0.3% 9,538 $4.2M
Covington Investment Advisors Inc. 0.61% Add +5.8% 9,497 $4.1M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -5.3% 9,487 $4.1M
Prospera Capital Management, LLC 2.07% Reduce -1.9% 9,427 $4.1M
Bravias Capital Group, LLC 2.69% Reduce -5.8% 9,403 $4.1M
Calder Financial LLC 4.07% Reduce -1.0% 9,284 $4.1M
Mezzasalma Advisors, LLC 1.04% Add +9.8% 19,805 $4.1M
Glass Jacobson Investment Advisors llc 1.40% Reduce -1.5% 9,309 $4.1M
AlTi Global, Inc. 0.09% No change 9,285 $4.1M
American Capital Advisory, LLC 1.63% Add +10.3% 9,213 $4.0M
Madison Wealth Partners, Inc 0.64% Add +3.0% 9,189 $4.0M
Veridan Wealth LLC 1.51% Reduce -2.3% 9,189 $4.0M
Axis Wealth Partners, LLC 2.13% Add +9.6% 9,186 $4.0M
KG Capital Management 2.87% Reduce -16.6% 9,178 $4.0M
1900 Wealth Management LLC 0.26% Add +0.0% 9,178 $4.0M
Hillcrest Wealth Advisors - NY, LLC 1.61% No change 9,100 $4.0M
Houlihan Financial Resource Group, Ltd. 1.55% Reduce -0.3% 9,083 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -40.7% 9,053 $4.0M
Anchor Investment Management, LLC 0.33% Add +0.4% 9,035 $3.9M
Barnes Pettey Financial Advisors, LLC 1.71% Add +12.0% 9,003 $3.9M
Fiducient Advisors LLC 0.51% Add +3.0% 8,988 $3.9M
HORAN Wealth, LLC 0.37% Add +100.0% 8,292 $3.9M
WoodTrust Financial Corp 0.50% Reduce -12.5% 8,939 $3.9M
Global Financial Private Client, LLC 1.28% Add +0.6% 8,933 $3.9M
Center for Financial Planning, Inc. 0.41% No change 8,899 $3.9M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -1.4% 8,894 $3.9M
Fisher Asset Management 0.00% Reduce -21.1% 8,890 $3.9M
St Germain D J Co. Inc. 0.15% Reduce -11.8% 8,889 $3.9M
Kaydan Wealth Management, Inc. 1.29% Add +1.8% 8,866 $3.9M
Allen Investment Management, LLC 0.05% Add +0.3% 8,850 $3.9M
GHP Investment Advisors, Inc. 0.16% Add +20.9% 8,821 $3.9M
Pinnacle Associates Ltd. 0.05% Add +4.7% 8,775 $3.8M
Compass Planning Associates Inc 2.45% Add +18.4% 8,775 $3.8M
Aaron Wealth Advisors LLC 0.22% Reduce -1.3% 8,772 $3.8M
SageView Advisory Group, LLC 0.14% Reduce -8.9% 8,749 $3.8M
Private Wealth Asset Management, LLC 0.41% Reduce -11.9% 8,735 $3.8M
Arcadia Investment Advisors LLC 1.79% Reduce -0.4% 8,658 $3.8M
Stokes Family Office, LLC 0.39% Reduce -19.3% 8,657 $3.8M
Probity Advisors, Inc. 0.60% Reduce -0.8% 8,643 $3.8M
Opus Financial Solutions LLC 3.54% Add +0.5% 8,612 $3.8M
Strategic Financial Concepts, LLC 0.92% New 8,578 $3.7M
Checchi Capital Advisers, LLC 0.26% Reduce -93.5% 8,568 $3.7M
Evermay Wealth Management LLC 0.41% Add +10.8% 8,555 $3.7M
Canvas Wealth Advisors, LLC 0.63% Add +5.5% 8,518 $3.7M
B&D White Capital Company, LLC 0.46% Reduce -81.8% 8,442 $3.7M
Level Wealth Management LLC 1.72% Reduce -0.8% 8,424 $3.7M
Keel Point, LLC 0.25% Add +0.1% 8,399 $3.7M
Forum Financial Management, LP 0.05% Add +12.5% 8,383 $3.7M
Marshall & Sterling Wealth Advisors Inc. 2.39% Reduce -13.3% 8,371 $3.7M
Thoroughbred Financial Services, LLC 0.22% Reduce -1.0% 8,363 $3.7M
Kelleher Financial Advisors 0.93% Reduce -3.6% 8,360 $3.7M
Plancorp, LLC 0.10% Reduce -3.8% 7,919 $3.7M
Westmount Partners, LLC 0.90% Add +132.7% 8,353 $3.6M
Financial Alternatives, Inc 1.96% Add +0.7% 8,342 $3.6M
Stonebridge Financial Planning Group, LLC 1.34% Add +3.0% 8,325 $3.6M
Evoke Wealth, LLC 0.07% Add +2.4% 8,275 $3.6M
Tidal Investments LLC 0.01% Reduce -70.9% 8,225 $3.6M
Summit Trail Advisors, LLC 0.05% Reduce -3.1% 8,221 $3.6M
Tudor Investment Corporation 0.02% Add +240.3% 8,212 $3.6M
Coastline Complete Wealth LLC 2.22% Reduce -24.9% 8,183 $3.6M
Fort Vancouver Investment Management, LLC 1.81% Reduce -3.6% 8,163 $3.6M
Integrated Wealth Management 4.08% Reduce -2.0% 8,137 $3.6M
Ascentis Independent Advisors 0.27% Add +48.1% 8,133 $3.6M
Guyasuta Investment Advisors Inc. 0.21% Add +2.8% 8,127 $3.5M
Xcelsior Advisor Partners LLC 1.35% Add +30.2% 8,095 $3.5M
Raab & Moskowitz Asset Management LLC 0.78% Reduce -0.6% 8,045 $3.5M
Capital Squared Financial LLC 2.68% Add +2.5% 8,043 $3.5M
Compass Financial Group, INC 0.49% Reduce -7.0% 8,032 $3.5M
KFA Private Wealth Group, LLC 0.84% Add +15.4% 8,026 $3.5M
Prospect Financial Services LLC 2.14% Reduce -1.4% 8,024 $3.5M
McAdam, LLC 0.16% Add +0.4% 7,998 $3.5M
Clear Creek Financial Management, LLC 0.27% Add +6.1% 7,993 $3.5M
Allegheny Financial Group 0.47% Add +4.2% 7,990 $3.5M
HHM Wealth Advisors, LLC 0.40% Reduce -1.6% 7,969 $3.5M
Continuum Advisory, LLC 0.33% Add +5.5% 7,967 $3.5M
Moseley Investment Management Inc. 1.11% Add +8.7% 7,942 $3.5M
Forum Private Client Group LLC 1.16% Reduce -0.4% 7,942 $3.5M
Orser Capital Management, LLC 2.26% Reduce -1.3% 7,912 $3.5M
National Philanthropic Trust 0.04% Reduce -8.2% 7,881 $3.4M
RCS Financial Planning, LLC 1.78% Add +1.3% 7,870 $3.4M
RVW Wealth, LLC 0.27% Reduce -1.4% 7,864 $3.4M
Advisor OS, LLC 0.25% Add +0.7% 7,817 $3.4M
Meeder Advisory Services, Inc. 0.14% Reduce -5.8% 7,812 $3.4M
Greystone Financial Group, LLC 0.96% Reduce -35.1% 7,774 $3.4M
Principal Securities, Inc. 0.05% Reduce -2.5% 7,703 $3.4M
Net Worth Advisory Group 0.70% Add +10.1% 7,703 $3.4M
Aspen Grove Capital, LLC 0.65% Add +0.1% 7,664 $3.3M
Vines Capital Management, LLC 3.31% Reduce -4.4% 7,657 $3.3M
Oxford Wealth Group, LLC 1.83% Reduce -9.0% 7,654 $3.3M
Hanover Advisors Inc. 1.35% Add +0.9% 7,619 $3.3M
Southland Equity Partners LLC 0.65% Add +9.3% 7,608 $3.3M
Plante Moran Financial Advisors, LLC 0.21% Reduce -7.7% 7,595 $3.3M
PGIM Custom Harvest LLC 0.05% Add +4.1% 7,592 $3.3M
Coastline Trust Co 0.33% No change 7,590 $3.3M
Embree Financial Group 0.39% Reduce -3.7% 7,567 $3.3M
Old National Bancorp 0.06% Reduce -3.0% 7,558 $3.3M
Clark Capital Management Group, Inc. 0.02% Add +12.6% 7,555 $3.3M
Russell Investments Group, Ltd. 0.00% Add +4.7% 7,533 $3.3M
Bartlett & Co. Wealth Management LLC 0.04% Add +469.2% 39,084 $3.3M
Ashton Thomas Securities, LLC 0.41% Add +5.2% 7,490 $3.3M
Greenleaf Trust 0.03% Reduce -9.4% 7,463 $3.3M
Wilson & Boucher Capital Management, LLC 2.16% Reduce -0.1% 7,441 $3.2M
Covenant Asset Management, LLC 0.67% Reduce -0.6% 7,438 $3.2M
Smithfield Trust Co 0.14% Add +0.4% 7,425 $3.2M
Rothschild Investment LLC 0.17% Add +1.0% 7,427 $3.2M
Cassady Wealth & Retirement Planning, LLC 1.68% Add +646.1% 38,983 $3.2M
JT Stratford LLC 0.41% Add +2.2% 7,409 $3.2M
BKM Wealth Management, LLC 1.18% Add +11.3% 7,406 $3.2M
Wisconsin Wealth Advisors, LLC 3.18% Add +0.1% 7,404 $3.2M
MJP Associates Inc. 0.39% Reduce -3.2% 7,382 $3.2M
Keebeck Wealth Management 0.36% Reduce -10.8% 7,323 $3.2M
Busey Bank 0.09% Reduce -1.1% 7,290 $3.2M
Principal Financial Group Inc. 0.00% Add +148.3% 7,279 $3.2M
Gradient Capital Advisors, LLC 0.82% Reduce -17.3% 7,241 $3.2M
Brindle & Bay Financial Advisors, LLC 1.94% Reduce -28.9% 7,231 $3.2M
ArchPoint Investors 0.75% No change 7,220 $3.2M
Sharpepoint LLC 1.87% Add +0.6% 7,190 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -17.3% 43,000 $3.1M
Blom & Howell Financial Planning, Inc. 3.07% Reduce -10.7% 7,156 $3.1M
Diversified Trust Co. 0.06% Add +14.9% 7,010 $3.1M
Elevatus Welath Management 1.60% Reduce -19.1% 7,008 $3.1M
Hoge Financial Services, LLC 1.64% Add +1.0% 7,006 $3.1M
Crestwood Advisors Group, LLC 0.05% Add +2.5% 6,983 $3.1M
MV Capital Management, Inc. 0.30% Reduce -0.4% 6,957 $3.0M
Chicago Capital, LLC 0.08% Add +0.2% 6,933 $3.0M
Empowered Funds, LLC 0.02% New 6,923 $3.0M
Quadrant Private Wealth Management, LLC 0.47% Add +20.6% 6,918 $3.0M
Columbia Asset Management 0.58% Add +4.9% 6,915 $3.0M
Salem Investment Counselors Inc. 0.09% Add +17.1% 6,913 $3.0M
Wealth Enhancement Trust Services, Inc. 0.36% No change 6,898 $3.0M
Greenspring Advisors, LLC 0.18% Reduce -0.2% 6,875 $3.0M
Transcend Capital Advisors, LLC 0.24% Reduce -14.1% 6,832 $3.0M
Sfam, LLC 2.76% Reduce -0.2% 6,817 $3.0M
ProVise Management Group, LLC 0.21% Reduce -2.9% 6,816 $3.0M
Autumn Glory Partners, LLC 1.09% Reduce -49.1% 6,811 $3.0M
Ancora Advisors LLC 0.06% Add +0.2% 6,810 $3.0M
UNIVEST FINANCIAL Corp 0.17% Add +1.2% 6,802 $3.0M
Cary Street Partners Investment Advisory LLC 0.75% Add +36.6% 6,734 $2.9M
Brand Asset Management Group, Inc. 0.76% Add +239.2% 6,730 $2.9M
Caldwell Trust Co 0.26% Reduce -0.3% 6,727 $2.9M
Signal Advisors Wealth, LLC 0.20% Reduce -10.2% 6,624 $2.9M
Genesis Financial Group, LLC 1.94% Reduce -1.4% 6,608 $2.9M
John W. Brooker & Co., CPAs 4.54% Add +132.3% 6,596 $2.9M
Fenimore Asset Management Inc 0.06% No change 6,581 $2.9M
Sagespring Wealth Partners, LLC 0.05% Add +3.6% 6,573 $2.9M
Zinnia Wealth Advisory, LLC 3.21% Add +90.7% 6,569 $2.9M
Flputnam Investment Management Co. 0.04% Add +2.1% 6,564 $2.9M
Smith Salley Wealth Management 0.14% Add +3.5% 6,550 $2.9M
Adirondack Trust Co. 0.96% Add +2.3% 6,533 $2.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.17% Reduce -1.1% 6,509 $2.8M
Main Street Financial Solutions, LLC 0.21% Reduce -3.4% 6,493 $2.8M
Klingman & Associates, LLC 0.14% Reduce -6.5% 6,466 $2.8M
Walter & Keenan Wealth Management LLC /in/ 0.79% Reduce -11.6% 6,427 $2.8M
Outlook Wealth Advisors, LLC 0.68% Reduce -21.2% 6,418 $2.8M
Wells Financial Advisors INC 12.71% Reduce -47.3% 6,398 $2.8M
Faithward Advisors, LLC 0.40% Add +35.6% 6,380 $2.8M
Northern Lights Advisors, Inc. 1.89% Add +19.0% 6,373 $2.8M
Red Wave Investments LLC 0.83% Reduce -0.3% 6,373 $2.8M
Americana Partners, LLC 0.07% Add +11.8% 6,350 $2.8M
Rockwood Wealth Management, LLC 0.20% Reduce -0.9% 6,341 $2.8M
Davis R M Inc. 0.05% Add +0.7% 6,328 $2.8M
Advance Capital Management, Inc. 0.10% Reduce -4.5% 6,322 $2.8M
Fidelis Capital Partners, LLC 0.20% Add +10.0% 6,321 $2.8M
RoundAngle Advisors LLC 2.06% Add +1.8% 6,318 $2.8M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -0.9% 6,300 $2.8M
Independent Wealth Network Inc. 0.81% Reduce -4.0% 6,266 $2.7M
Accurate Wealth Management, LLC 0.33% Reduce -28.1% 5,929 $2.7M
Cfo Capital Management LLC 2.24% Add +7.1% 6,479 $2.7M
Mayflower Financial Advisors, LLC 0.33% Add +25.8% 6,226 $2.7M
Summit Investment Advisory Services, LLC 1.01% Reduce -0.4% 6,220 $2.7M
K2 Financial Inc. 1.97% Add +509.8% 32,708 $2.7M
Fort Sheridan Advisors LLC 0.33% Add +8.4% 6,212 $2.7M
Accretive Wealth Partners, LLC 0.77% Add +0.6% 6,201 $2.7M
Everpar Advisors LLC 0.93% Add +9.6% 6,199 $2.7M
Reynders McVeigh Capital Management, LLC 0.14% Reduce -3.7% 6,173 $2.7M
Transamerica Financial Advisors, LLC 0.23% Add +86.1% 6,158 $2.7M
Geometric Wealth Advisors 0.34% No change 6,149 $2.7M
Motco 0.25% Add +1.1% 6,144 $2.7M
Blue Zone Wealth Advisors, LLC 0.54% Add +7.6% 6,121 $2.7M
Asempa Wealth Advisors 2.33% Reduce -4.8% 6,055 $2.7M
Jane Street Group, LLC 0.00% Add +385.9% 6,117 $2.7M
Stone Loft Wealth Management LLC 1.91% Add +23.9% 6,108 $2.7M
Global Wealth Management Investment Advisory, Inc. 0.42% Reduce -4.3% 6,097 $2.7M
Marex Group Ltd 0.03% New 6,093 $2.7M
Carl P. Sherr & Co., LLC 1.25% Add +0.1% 6,071 $2.7M
Triangle Securities Wealth Management 0.60% Add +5.7% 6,068 $2.7M
Bernicke Wealth Management, Ltd. 0.34% Reduce -0.6% 6,040 $2.6M
Midwest Financial Partners Investments, Inc. 1.39% Add +69.3% 6,016 $2.6M
Latko Wealth Management, Ltd. 1.28% Reduce -20.7% 6,005 $2.6M
SwitchPoint Financial Planning, LLC 1.78% Add +0.3% 6,003 $2.6M
VestGen Investment Management 1.45% Reduce -5.0% 6,000 $2.6M
Jordan Park Group LLC 0.14% No change 6,000 $2.6M
IPG Investment Advisors LLC 0.45% No change 5,989 $2.6M
PW Nova Financial Services LLC 0.71% Add +1.8% 5,986 $2.6M
AAFMAA Wealth Management & Trust LLC 1.01% Add +24.1% 5,973 $2.6M
Winslow Capital Management, LLC 0.01% Reduce -57.5% 5,966 $2.6M
Silver Oak Securities, Incorporated 0.19% Add +71.1% 5,963 $2.6M
Westbourne Investments, Inc. 1.24% Reduce -1.0% 5,957 $2.6M
American Institute for Advanced Investment Management, LLP 1.68% Reduce -4.8% 5,934 $2.6M
Private Trust Co. NA 0.23% Reduce -4.0% 5,926 $2.6M
L. Roy Papp & Associates, LLP 0.30% Reduce -2.4% 5,898 $2.6M
Ade, LLC 1.23% Reduce -0.4% 5,867 $2.6M
Jackson Hole Capital Partners, LLC 0.42% No change 5,865 $2.6M
RS Crum Inc. 0.50% Add +0.3% 5,860 $2.6M
SageGuard Financial Group, LLC 0.40% Reduce -3.8% 5,847 $2.6M
Ewa, LLC 0.57% Add +0.1% 5,783 $2.5M
MilWealth Group LLC 0.60% Reduce -0.6% 5,757 $2.5M
Silver Coast Investments LLC 0.80% Add +17.8% 5,752 $2.5M
Compass Capital Corp. /Ma/ 0.90% Add +884.6% 29,026 $2.5M
Wingate Wealth Advisors, Inc. 1.34% Add +10.1% 5,722 $2.5M
Freestone Capital Holdings, LLC 0.08% Add +26.3% 5,718 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% New 5,702 $2.5M
Hancock Whitney Corp. 0.04% Add +107.7% 11,925 $2.5M
Safe Harbor Fiduciary, LLC 2.36% Add +6.1% 5,683 $2.5M
Convergence Financial, LLC 0.26% Add +90.7% 5,678 $2.5M
Fulton Bank, N.A. 0.09% No change 5,666 $2.5M
Medallion Wealth Advisors, LLC 0.81% Reduce -0.4% 5,646 $2.5M
SKY-Mountain Capital Management, Inc. 1.77% Reduce -1.6% 5,650 $2.5M
Patten & Patten Inc. 0.15% Add +3.9% 5,649 $2.5M
Apeiron RIA LLC 0.57% Reduce -4.6% 5,636 $2.5M
Investor's Fiduciary Advisor Network, LLC 0.75% Add +5.5% 5,594 $2.4M
Tannin Capital LLC 1.77% Add +1.1% 5,589 $2.4M
Bridges Investment Management Inc. 0.03% Add +4.7% 5,548 $2.4M
Key Financial Inc 0.43% Add +3.6% 5,527 $2.4M
Retirement Income Solutions, Inc. 0.41% No change 5,521 $2.4M
Wealth Effects LLC 0.84% No change 5,453 $2.4M
Millennium Management 0.00% Reduce -16.3% 5,440 $2.4M
CDM Financial Counseling Services, Inc. 2.25% Add +11.5% 5,393 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -2.4% 5,384 $2.4M
Oxford Financial Group, LTD. LLC 0.13% No change 5,352 $2.3M
Atlas Legacy Advisors, LLC 0.43% Add +4.4% 5,343 $2.3M
TMB Capital Partners, LLC 0.78% Add +26.8% 5,323 $2.3M
Haverford Trust Co 0.02% Add +100.8% 5,322 $2.3M
Paragon Private Wealth Management, LLC 0.73% Add +11.8% 5,316 $2.3M
Synergy Asset Management, LLC 0.24% Add +17.0% 5,279 $2.3M
Harbour Capital Advisors, LLC 0.44% Add +462.7% 27,726 $2.3M
Guardsman Private Capital Management, Inc. 1.79% Reduce -23.9% 5,253 $2.3M
Norris Perne & French LLP 0.11% Reduce -8.5% 5,250 $2.3M
Truefg, LLC 0.61% Reduce -0.6% 5,243 $2.3M
Simplicity Wealth,LLC 0.13% Add +0.1% 5,242 $2.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.06% Add +7.7% 5,239 $2.3M
BXM Wealth LLC 1.76% Add +6.8% 5,235 $2.3M
Serenity Investment Advisors 1.07% Add +1124.1% 26,061 $2.3M
Legacy Financial Group LLC 0.29% Reduce -1.4% 5,221 $2.3M
Insigneo Advisory Services, LLC 0.16% Reduce -0.4% 5,218 $2.3M
Ritter Daniher Financial Advisory LLC / DE 0.39% Reduce -1.1% 5,213 $2.3M
Evergreen Wealth Management, LLC 1.17% Reduce -0.0% 5,208 $2.3M
Marco Investment Management LLC 0.17% Add +0.9% 5,195 $2.3M
HSBC Holdings PLC 0.00% New 5,168 $2.3M
Sovran Advisors, LLC 0.18% Add +502.8% 27,100 $2.3M
Sunbelt Securities, Inc. 0.14% Add +2.1% 5,145 $2.2M
Pinnacle Bancorp, Inc. 0.66% Add +0.2% 5,129 $2.2M
Greenhouse Wealth Management, LLC 1.39% Reduce -0.3% 5,129 $2.2M
Legacy Advisors, LLC 0.26% Add +54.5% 5,120 $2.2M
Sagace Wealth Management LLC 1.51% Reduce -19.0% 5,090 $2.2M
Integrated Advisors Network LLC 0.12% Reduce -3.6% 5,078 $2.2M
Next Capital Management LLC 0.67% Add +2.5% 5,067 $2.2M
CVA Family Office, LLC 0.23% Add +68.9% 5,065 $2.2M
May Hill Capital, LLC 0.55% Add +0.0% 5,055 $2.2M
Silverlake Wealth Management LLC 0.47% Add +212.3% 5,053 $2.2M
Liberty Wealth Management LLC 0.27% Add +6.0% 5,020 $2.2M
Iron Gate Global Advisors LLC 0.23% Reduce -4.2% 5,018 $2.2M
Compass Ion Advisors, LLC 0.21% Add +1.5% 5,013 $2.2M
KPP Advisory Services LLC 0.32% Add +2.7% 5,013 $2.2M
Wealth Watch Advisors, INC 0.92% Add +7.7% 5,005 $2.2M
DT Investment Partners, LLC 0.18% Reduce -0.2% 4,968 $2.2M
Fjell Capital, LLC 1.66% Reduce -24.2% 4,948 $2.2M
Stratos Wealth Advisors, LLC 0.13% Add +1.2% 4,940 $2.2M
Hanson & Doremus Investment Management 0.25% Add +2.6% 4,894 $2.1M
EFG International AG 0.05% Add +273.4% 4,880 $2.1M
KLCM Advisors, Inc. 0.18% Reduce -0.5% 4,866 $2.1M
Cardinal Point Capital Management ULC 0.13% New 4,866 $2.1M
Balefire, LLC 0.40% Add +5.7% 4,860 $2.1M
CBM Financial, LLC 1.32% Add +488.2% 25,581 $2.1M
Harbor Group, Inc. 0.30% Add +30.7% 4,824 $2.1M
Asset Dedication, LLC 0.15% Add +2.6% 4,824 $2.1M
Larson Financial Group LLC 0.07% Add +2.4% 4,824 $2.1M
Occidental Asset Management, LLC 0.25% Add +0.4% 4,822 $2.1M
Camarda Financial Advisors, LLC 1.11% Reduce -0.5% 4,818 $2.1M
Evanson Asset Management, LLC 0.11% Reduce -0.3% 4,817 $2.1M
Powell Investment Advisors, LLC 0.72% Add +0.0% 4,794 $2.1M
Kirtland Hills Capital Management, LLC 0.66% Add +741.0% 25,104 $2.1M
Barnes Wealth Management Group, Inc 1.05% Add +2.6% 4,755 $2.1M
Element Squared LLC 1.16% Add +2.0% 4,724 $2.1M
Bridgewater Advisors Inc. 0.12% Add +322.7% 23,567 $2.1M
Trilogy Capital Inc. 0.09% Add +2.7% 4,692 $2.0M
Ballast Financial Advisors LLC 2.09% Add +2.0% 4,666 $2.0M
Prosperity Consulting Group, LLC 0.09% Add +1.8% 4,627 $2.0M
Shelton Capital Management 0.04% Add +56.6% 4,829 $2.0M
CGC Financial Services, LLC 0.58% Add +7.8% 4,616 $2.0M
Tectonic Advisors LLC 0.11% Add +1.7% 4,614 $2.0M
Pecaut & Co. 0.65% Reduce -3.7% 4,608 $2.0M
Icon Wealth Advisors, LLC 0.13% Add +506.9% 24,343 $2.0M
Goldstein Advisors, LLC 0.22% Add +5.2% 4,577 $2.0M
United Bank 0.26% No change 4,574 $2.0M
Retirement Planning Co of New England, Inc. 0.81% Add +2.6% 4,562 $2.0M
Modern Wealth Management, LLC 0.03% Reduce -3.0% 4,500 $2.0M
Raffa Wealth Management, LLC 0.31% New 4,547 $2.0M
Rollins Financial Advisors, LLC 0.31% Add +3.0% 4,526 $2.0M
Congress Asset Management Co. 0.01% Reduce -21.0% 4,523 $2.0M
GM Advisory Group, LLC 0.08% Add +0.2% 4,518 $2.0M
Birnam Oak Advisors, LP 0.54% No change 27,100 $2.0M
WESPAC Advisors SoCal, LLC 0.42% Reduce -20.2% 4,500 $2.0M
Cane Capital Partners, LLC 0.87% Add +96.7% 4,499 $2.0M
Olde Wealth Management, LLC 0.62% Reduce -2.4% 4,489 $2.0M
Bedel Financial Consulting, Inc. 0.23% Add +0.3% 4,483 $2.0M
Orin Green Financial, LLC 0.80% Reduce -0.2% 4,482 $2.0M
Alta Wealth Advisors LLC 0.63% Add +6.1% 4,475 $2.0M
Capital Investment Counsel, LLC 0.27% Reduce -1.1% 4,472 $2.0M
Clarendon Private LLC 1.50% Add +0.1% 4,458 $1.9M
Douglass Winthrop Advisors, LLC 0.04% Add +0.6% 4,456 $1.9M
Glenview Trust Co 0.03% Add +6.8% 4,428 $1.9M
Sunburst Financial Group, LLC 0.37% Reduce -24.0% 4,415 $1.9M
Mission Creek Capital Partners, Inc. 0.38% Reduce -0.5% 4,414 $1.9M
Maia Wealth LLC 0.33% Reduce -8.2% 4,398 $1.9M
World Equity Group, Inc. 0.50% Reduce -11.9% 4,393 $1.9M
CWA Asset Management Group, LLC 0.07% Reduce -13.7% 4,387 $1.9M
Founders Financial Alliance, LLC 0.34% Reduce -3.3% 4,379 $1.9M
Nicholas Hoffman & Company, LLC. 0.04% Add +1.3% 4,375 $1.9M
Obsidian Cio, LLC 1.71% Add +27.7% 4,361 $1.9M
Graves Light Lenhart Wealth, Inc. 0.20% Add +0.1% 4,356 $1.9M
49 Wealth Management, LLC 0.14% Add +402.8% 4,349 $1.9M
Aprio Wealth Management, LLC 0.10% Add +34.8% 4,346 $1.9M
Mogy Joel R Investment Counsel Inc. 0.12% Add +22.6% 4,333 $1.9M
RTD Financial Advisors, Inc. 0.23% Add +63.2% 4,327 $1.9M
Proactive Wealth Strategies LLC 0.36% Add +207.8% 4,319 $1.9M
Accel Wealth Management 0.49% Add +3.1% 4,324 $1.9M
Ferguson Wellman Capital Management, Inc. 0.03% Add +5.9% 4,310 $1.9M
Obermeyer Wealth Partners 0.09% Add +3.1% 4,306 $1.9M
Walkner Condon Financial Advisors LLC 0.25% Reduce -1.6% 4,304 $1.9M
Community Trust & Investment Co. 0.10% No change 4,301 $1.9M
Cypress Point Wealth Management, LLC 0.40% Add +0.1% 4,300 $1.9M
MOKAN Wealth Management Inc. 0.83% Reduce -81.7% 4,277 $1.9M
Saiph Capital, LLC 0.71% Add +1.5% 4,279 $1.9M
Retirement Guys Formula LLC 0.86% Add +6.7% 4,518 $1.9M
International Assets Investment Management, LLC 0.13% Add +0.6% 4,226 $1.9M
Staley Capital Advisers Inc. 0.08% Reduce -0.3% 4,269 $1.9M
Kearns & Associates LLC 1.00% No change 4,267 $1.9M
Boyd Wealth Management, LLC 0.79% Add +1.4% 4,262 $1.9M
Bravera Wealth 0.83% Add +47.6% 4,240 $1.9M
Kane Investment Management, Inc. 0.95% Reduce -13.4% 4,230 $1.8M
Madden Advisory Services, Inc. 0.73% Add +1.6% 4,227 $1.8M
Wealth Preservation Advisors, LLC 1.53% Reduce -26.3% 4,218 $1.8M
Whittier Trust Co. 0.02% Reduce -20.5% 4,148 $1.8M
Foguth Wealth Management, LLC. 0.21% Add +310.5% 20,488 $1.8M
REDW Wealth LLC 0.73% Reduce -27.0% 4,200 $1.8M
Daybright Advisory Services, Inc. 0.51% Reduce -14.3% 4,198 $1.8M
Compass Advisory Group LLC 0.49% Add +0.1% 4,193 $1.8M
White Knight Strategic Wealth Advisors, LLC 1.54% Reduce -0.2% 4,191 $1.8M
Tandem Capital Management Corp. 0.92% Reduce -0.3% 4,191 $1.8M
Vision Retirement, LLC 0.52% Add +689.6% 4,185 $1.8M
Kestra Investment Management, LLC 0.03% Reduce -30.2% 4,182 $1.8M
Juncture Wealth Strategies, LLC 0.61% Add +17.3% 4,178 $1.8M
DeLarme Wealth Management, Inc. 1.18% Add +18.2% 4,177 $1.8M
First Trust Advisors LP 0.00% Add +0.5% 4,166 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +3.0% 4,124 $1.8M
Next Level Private LLC 0.41% Reduce -0.8% 4,164 $1.8M
Mason Investment Advisory Services, Inc. 0.08% Add +149.1% 4,163 $1.8M
Allstreet Capital Advisors LLC 1.34% Reduce -7.0% 4,158 $1.8M
Detalus Advisors, LLC 0.41% Add +4.3% 4,152 $1.8M
Manchester Capital Management LLC 0.26% Add +22.3% 4,146 $1.8M
Jaffetilchin Investment Partners, LLC 0.11% Add +1.3% 4,141 $1.8M
Marquette Asset Management, LLC 0.27% Reduce -3.2% 4,139 $1.8M
Strategic Wealth Partners, Ltd. 0.12% Reduce -8.4% 4,109 $1.8M
Avant Capital LLC 1.26% Reduce -7.0% 4,106 $1.8M
Integrity Advisory Solutions, LLC 0.24% Add +92.9% 4,103 $1.8M
SkyOak Wealth, LLC 0.33% Add +8.6% 4,098 $1.8M
Hershey Financial Advisers, LLC 1.55% New 4,097 $1.8M
Rossmore Private Capital 0.16% Add +0.1% 4,091 $1.8M
GAMMA Investing LLC 0.08% Add +0.2% 4,064 $1.8M
Park Place Capital Corp 0.36% No change 4,063 $1.8M
Range Advisory, LLC 0.33% Add +22.8% 4,062 $1.8M
Aventus Investment Advisors, Inc. 1.48% Reduce -1.4% 4,014 $1.8M
Southern Capital Advisors, LLC 0.82% Reduce -0.2% 3,996 $1.7M
Oakworth Capital, Inc. 0.09% No change 3,994 $1.7M
Baker Avenue Asset Management, LP 0.04% Reduce -1.4% 3,987 $1.7M
Sfm, LLC 1.05% Reduce -1.0% 3,979 $1.7M
Ally Invest Advisors Inc. 0.12% Reduce -12.7% 3,971 $1.7M
Intrua Financial, LLC 0.18% Reduce -22.5% 3,964 $1.7M
NorthLanding Financial Partners, LLC 1.40% Reduce -2.2% 3,962 $1.7M
West Financial Advisors, LLC 0.29% Reduce -0.2% 3,935 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.4% 3,926 $1.7M
Taylor Hoffman Capital Management LLC 0.53% Reduce -6.8% 3,924 $1.7M
Breakwater Capital Group 0.23% Add +0.1% 3,916 $1.7M
Acorn Wealth Advisors, LLC 0.50% Reduce -1.8% 3,909 $1.7M
WealthCare Investment Partners, LLC 0.47% Add +0.2% 3,827 $1.7M
Asset Management Group, Inc. 0.27% Add +0.1% 3,891 $1.7M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +6.4% 3,880 $1.7M
IFC Advisors LLC 0.24% No change 3,865 $1.7M
First Citizens Bank & Trust Co. 0.04% Reduce -16.2% 3,864 $1.7M
Marks Group Wealth Management, Inc 0.16% Reduce -22.3% 3,861 $1.7M
Wiser Advisor Group LLC 2.03% Reduce -7.4% 3,846 $1.7M
Fusion Family Wealth, LLC 0.13% No change 3,844 $1.7M
Athena Investment Management 0.87% Add +7.8% 3,843 $1.7M
Yelin Lapidot Holdings Management Ltd. 0.35% No change 3,835 $1.7M
SeaCrest Wealth Management, LLC 0.18% Reduce -21.9% 3,833 $1.7M
Focused Alpha, LLC 0.52% Reduce -4.8% 3,823 $1.7M
First National Trust Co 0.06% Add +33.1% 3,816 $1.7M
Stonebrook Private Inc. 0.35% Reduce -12.0% 3,815 $1.7M
North Ridge Wealth Advisors, Inc. 0.94% Reduce -2.9% 3,813 $1.7M
Security National Bank of So Dak 0.80% Reduce -0.3% 3,803 $1.7M
Cypress Financial Planning LLC 0.46% Add +2.2% 3,798 $1.7M
Kiley Juergens Wealth Management, LLC 0.29% New 3,797 $1.7M
Deutsche Bank AG 0.00% No change 3,797 $1.7M
Vertrix Wealth Management, LLC 0.61% — 3,793 $1.7M
First Manhattan Co. Llc. 0.00% Add +1.3% 3,789 $1.7M
Crux Wealth Advisors 0.64% Reduce -0.8% 3,788 $1.7M
Equity Wealth Partners, LLC 1.07% Add +2.5% 3,788 $1.7M
Optima Capital LLC 0.77% Add +5.6% 3,775 $1.6M
Money Concepts Capital Corp. 0.09% Add +3.6% 3,756 $1.6M
Lantz Financial LLC 0.34% No change 3,750 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -1.5% 3,731 $1.6M
Prepared Retirement Institute LLC 0.81% Add +0.0% 3,740 $1.6M
Maripau Wealth Management LLC 0.72% Reduce -4.3% 3,736 $1.6M
Winch Advisory Services, LLC 0.37% Add +55.3% 3,733 $1.6M
SK Wealth Management, LLC 0.45% Add +1.8% 3,649 $1.6M
Western Reserve Capital Management, LLC 1.33% Add +1.8% 3,706 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.54% Add +0.1% 3,704 $1.6M
WESPAC Advisors, LLC 0.89% Reduce -35.3% 3,703 $1.6M
Capital Group Private Client Services, Inc. 0.03% Add +8.7% 3,691 $1.6M
Arkos Global Advisors 0.20% Reduce -2.8% 3,682 $1.6M
Tme Financial, Inc. 1.11% Add +11.1% 3,671 $1.6M
Sage Financial Management Group, Inc. 0.49% Reduce -5.7% 3,667 $1.6M
LaFleur & Godfrey LLC 0.20% Add +0.6% 3,665 $1.6M
Verus Capital Partners, LLC 0.11% Add +4.0% 3,657 $1.6M
Advocate Group LLC 0.25% Add +0.1% 3,654 $1.6M
River Wealth Advisors LLC 0.18% Reduce -1.4% 3,653 $1.6M
Graney & King, LLC 0.86% Add +9.9% 3,645 $1.6M
Aua Capital Management, LLC 0.81% No change 3,643 $1.6M
Confluence Wealth Services, Inc. 0.06% Add +1.4% 3,640 $1.6M
Quadrant Capital Group LLC 0.05% Add +0.2% 3,631 $1.6M
Hilltop National Bank 0.38% Add +4.8% 3,629 $1.6M
Lincoln Capital LLC 0.30% Reduce -1.5% 3,614 $1.6M
Spinnaker Investment Group, LLC 0.32% Reduce -6.0% 3,600 $1.6M
Ethos Financial Group, LLC 0.12% Reduce -81.7% 3,716 $1.6M
Foster Group, Inc. 0.05% Add +1.2% 3,569 $1.6M
Investments & Financial Planning, LLC 0.85% Reduce -0.4% 3,569 $1.6M
Cherry Tree Wealth Management, LLC 0.33% Reduce -0.3% 3,550 $1.6M
Colonial Trust Co / SC 0.21% Reduce -1.9% 3,523 $1.5M
PCM Encore, LLC 0.32% Reduce -2.1% 3,520 $1.5M
Northwest Bancshares, Inc. 0.31% Reduce -2.5% 3,514 $1.5M
Granville Capital, Inc. 0.80% Add +0.1% 3,511 $1.5M
Robinson Smith Wealth Advisors LLC 1.03% Reduce -12.2% 3,493 $1.5M
Spartan Wealth Advisory Services LLC 0.13% — 3,484 $1.5M
New Republic Capital, LLC 0.51% Reduce -4.5% 3,482 $1.5M
Trinity Financial Advisors LLC 0.43% Reduce -43.0% 3,479 $1.5M
Eldridge Investment Advisors, Inc. 0.33% Reduce -0.4% 3,477 $1.5M
GeoWealth Management, LLC 0.05% Reduce -8.6% 3,475 $1.5M
Noesis Capital Mangement Corp. 0.22% Add +1.9% 3,474 $1.5M
Pinney & Scofield, Inc. 0.82% Add +55.1% 3,468 $1.5M
Summit Wealth & Retirement Planning, Inc. 0.36% Add +3.1% 3,467 $1.5M
Fiduciary Trust Co 0.02% Add +28.2% 3,463 $1.5M
Donalies Financial Planning, LLC 1.29% Add +2.1% 3,455 $1.5M
AMG National Trust Bank 0.03% Add +44.0% 3,454 $1.5M
Twin Lakes Capital Management, LLC 0.69% Reduce -6.6% 3,451 $1.5M
TFB Advisors LLC 0.79% Reduce -38.5% 3,450 $1.5M
Provenance Wealth Advisors, LLC 0.16% No change 3,448 $1.5M
Brady Martz Wealth Solutions, LLC 0.26% Reduce -0.3% 3,442 $1.5M
Pekin Hardy Strauss, Inc. 0.16% Add +3.2% 3,433 $1.5M
Graetz Wealth LLC 1.34% Reduce -31.2% 3,430 $1.5M
Generations Wealth, LLC 1.45% Add +12.9% 3,427 $1.5M
Petersen Hastings Wealth Advisors Inc. 0.13% No change 3,362 $1.5M
Innovative Wealth Building LLC 1.03% Add +13.3% 3,353 $1.5M
Ingalls & Snyder LLC 0.05% No change 3,347 $1.5M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -70.1% 3,346 $1.5M
Operose Advisors LLC 0.34% Add +0.4% 3,341 $1.5M
Cohen Investment Advisors LLC 0.69% Add +5.8% 3,329 $1.5M
Perryman Financial Advisory Inc. 0.22% Reduce -13.1% 3,326 $1.5M
RiverFront Investment Group, LLC 0.02% Add +54.1% 3,319 $1.4M
Avestar Capital, LLC 0.10% Add +102.9% 3,316 $1.4M
McAlister, Sweet & Associates, Inc. 0.90% Add +0.1% 3,301 $1.4M
Matrix Asset Advisors Inc. 0.13% Add +4.6% 3,291 $1.4M
Certuity, LLC 0.09% Reduce -40.8% 3,286 $1.4M
Chapin Davis, Inc. 0.32% Add +2.6% 3,278 $1.4M
Claro Advisors Inc. 0.17% Add +20.1% 3,259 $1.4M
LifeSteps Financial, Inc. 0.90% Reduce -17.3% 3,257 $1.4M
Jeppson Wealth Management, LLC 0.45% Add +0.0% 3,256 $1.4M
Pennington Partners & Co., LLC 0.49% New 3,251 $1.4M
CRA Financial Services, LLC 0.18% Reduce -20.9% 3,234 $1.4M
360 Financial, Inc. 0.42% Reduce -6.0% 3,227 $1.4M
New England Private Wealth Advisors LLC 0.16% Reduce -1.0% 3,222 $1.4M
Curtis Advisory Group, LLC 0.30% Add +0.2% 3,212 $1.4M
J. Safra Sarasin Holding AG 0.02% Add +67.9% 3,211 $1.4M
Boston Trust Walden Corp 0.01% Reduce -3.8% 3,206 $1.4M
Crescent Grove Advisors, LLC 0.14% Add +50.1% 3,198 $1.4M
First Bancorp, Inc 0.69% Add +36.6% 3,188 $1.4M
Arq Wealth Advisors, LLC 0.25% Reduce -1.3% 3,185 $1.4M
Aureus Asset Management, LLC 0.09% No change 3,183 $1.4M
Advocacy Wealth Management, LLC 0.06% Reduce -77.6% 3,176 $1.4M
DMKC Advisory Services, LLC 0.58% Reduce -3.5% 3,176 $1.4M
Jackson Wealth Management, LLC 0.14% Reduce -3.2% 3,174 $1.4M
LRI Investments, LLC 0.12% Reduce -6.7% 3,170 $1.4M
Waller Financial Planning Group, Inc. 0.31% Add +16.8% 3,165 $1.4M
Cosner Financial Group, LLC 0.76% Reduce -1.5% 3,275 $1.4M
Archer Investment Management, LLC 0.58% Add +629.9% 3,153 $1.4M
Tanglewood Legacy Advisors, LLC 0.50% Add +32.4% 3,152 $1.4M
Canandaigua National Corp. 0.12% — 3,148 $1.4M
Breakwater Investment Management 0.51% Reduce -4.2% 3,147 $1.4M
Lifeworks Advisors, LLC 0.18% Reduce -15.6% 3,144 $1.4M
Sound Income Strategies, LLC 0.07% Add +12.3% 3,109 $1.4M
T. Rowe Price Associates Inc. 0.00% Reduce -8.1% 3,125 $1.4M
Accent Capital Management, LLC 0.66% Reduce -0.0% 13,429 $1.4M
Team Hewins, LLC 0.40% Reduce -4.7% 3,118 $1.4M
Ruggaard & Associates LLC 0.54% Add +2.4% 3,109 $1.4M
Harmony Asset Management LLC 0.41% Add +2.4% 3,108 $1.4M
Goodwin Investment Advisory 1.61% Reduce -17.7% 3,093 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Add +113.5% 3,060 $1.3M
Passive Capital Management, LLC. 0.40% Add +3.9% 3,080 $1.3M
HBW Advisory Services LLC 0.14% Add +9.8% 3,075 $1.3M
Del-Sette Capital Management, LLC 0.80% Reduce -1.7% 3,055 $1.3M
Grange Capital, LLC 1.33% Reduce -11.6% 3,052 $1.3M
Northwest Wealth Advisors, LLC 0.95% Add +0.1% 3,051 $1.3M
Fiduciary Financial Group, LLC 0.18% Reduce -0.0% 3,050 $1.3M
G&S Capital LLC 0.47% Add +0.7% 3,040 $1.3M
Mb, Levis & Associates, LLC 0.55% Add +0.1% 3,022 $1.3M
Bank of New Hampshire 0.30% Reduce -8.5% 3,014 $1.3M
Nautilus Advisors LLC 0.90% Reduce -0.8% 3,009 $1.3M
Delta Capital Management LLC 0.73% Add +500.0% 18,000 $1.3M
Annex Advisory Services, LLC 0.02% Add +7.9% 2,994 $1.3M
Independence Bank of Kentucky 0.17% No change 2,994 $1.3M
Intellectus Partners, LLC 0.27% Add +9.5% 2,990 $1.3M
Cedar Mountain Advisors, LLC 0.26% Reduce -14.4% 2,989 $1.3M
WealthTrak Capital Management LLC 0.93% Reduce -1.6% 2,984 $1.3M
Bull Oak Capital, LLC 0.50% No change 2,981 $1.3M
Shepherd Financial Partners LLC 0.12% Add +1.3% 2,975 $1.3M
Rockbridge Investment Management, LCC 0.12% Reduce -2.0% 2,971 $1.3M
180 Wealth Advisors, LLC 0.15% Add +0.7% 2,968 $1.3M
Ibex Wealth Advisors 0.12% New 2,968 $1.3M
Libra Wealth LLC 0.36% No change 2,961 $1.3M
Patriot Investment Management Group, Inc. 0.08% Reduce -0.7% 2,954 $1.3M
Headinvest, LLC 0.26% Reduce -0.2% 2,946 $1.3M
Strategic Financial Services, Inc. 0.06% Add +17.2% 2,943 $1.3M
Cooper Financial Group 0.13% Add +69.2% 2,937 $1.3M
Farmers Trust Co. 0.20% No change 2,925 $1.3M
Dana Investment Advisors, Inc. 0.04% Reduce -8.0% 2,917 $1.3M
AMG Asset Management Group, Inc. 0.99% New 2,917 $1.3M
Strait & Sound Wealth Management LLC 0.49% Reduce -1.6% 2,913 $1.3M
Jacobi Capital Management LLC 0.07% Add +5.1% 2,909 $1.3M
Hurley Capital, LLC 0.68% Add +0.1% 2,905 $1.3M
Buck Wealth Strategies, LLC 0.16% Reduce -8.0% 2,892 $1.3M
Easterly Investment Partners LLC 0.10% Add +376.1% 17,298 $1.3M
Traynor Capital Management, Inc. 0.07% Add +9.9% 2,998 $1.3M
KilterHowling LLC 0.63% Add +0.1% 2,878 $1.3M
HF Advisory Group, LLC 0.43% Add +2.3% 2,872 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.37% Reduce -0.0% 2,867 $1.3M
Latitude Advisors, LLC 0.57% Add +15.1% 2,867 $1.3M
Sageworth Trust Co 0.05% No change 2,864 $1.3M
Luminvest Wealth Management LLC 0.33% Add +34.8% 3,608 $1.2M
Capital Asset Managemnet, LLC 1.40% Add +1.5% 2,850 $1.2M
Precision Wealth Strategies, LLC 0.41% Reduce -14.8% 2,832 $1.2M
Stablepoint Partners, LLC 0.18% Reduce -0.9% 2,830 $1.2M
Holos Integrated Wealth LLC 0.63% Reduce -12.8% 2,777 $1.2M
Revisor Wealth Management LLC 0.34% Add +12.4% 2,815 $1.2M
Burney Co./ 0.04% Reduce -25.1% 2,813 $1.2M
Providence Capital Advisors, LLC 0.20% Reduce -6.1% 2,811 $1.2M
Encompass Wealth Advisors, LLC 0.43% No change 2,802 $1.2M
Phillips Financial Management, LLC 0.09% Reduce -2.3% 2,798 $1.2M
TBH Global Asset Management, LLC 0.24% New 2,785 $1.2M
TRUE Private Wealth Advisors 0.12% Add +58.2% 2,775 $1.2M
Bogart Wealth, LLC 0.05% Reduce -23.7% 2,760 $1.2M
Michels Family Financial, LLC 0.87% Reduce -1.0% 2,750 $1.2M
SHP Wealth Management 0.09% Add +18.8% 2,746 $1.2M
Gladwyn Financial Advisors, Inc. 0.83% Reduce -0.3% 2,744 $1.2M
Gilbert & Cook, Inc. 0.15% Reduce -1.3% 2,739 $1.2M
Chilton Capital Management LLC 0.04% Reduce -28.5% 2,719 $1.2M
Sterling Wealth Management, Inc. 0.33% Reduce -0.4% 2,711 $1.2M
Marion Wealth Management 0.26% Reduce -0.9% 2,709 $1.2M
William Mack & Associates, Inc. 0.68% Reduce -23.7% 2,708 $1.2M
First National Bank Sioux Falls 0.32% No change 2,428 $1.2M
Sentinel Wealth Management, Inc. 0.94% No change 2,689 $1.2M
First County Bank 0.63% Reduce -12.7% 2,686 $1.2M
Fortis Capital Advisors, LLC 0.15% Reduce -0.8% 2,676 $1.2M
Eagle Bay Advisors LLC 1.03% Add +82.6% 2,672 $1.2M
Marin Bay Wealth Advisors, LLC 0.70% Add +0.1% 2,669 $1.2M
Tandem Financial, LLC 0.39% New 2,667 $1.2M
Golden State Wealth Management, LLC 0.13% Reduce -7.9% 2,660 $1.2M
Valley National Advisers Inc. 0.15% Reduce -0.6% 2,654 $1.2M
Alteri Wealth LLC 0.38% Add +0.1% 2,652 $1.2M
Legacy Wealth Partners, LLC 0.29% Reduce -20.1% 2,651 $1.2M
Beacon Financial Advisory LLC 0.26% Reduce -3.6% 2,644 $1.2M
Gryphon Financial Partners LLC 0.12% Add +8.1% 2,644 $1.2M
Frank, Rimerman Advisors LLC 0.08% No change 2,643 $1.2M
Horizon Investment Services, LLC 0.40% Add +3.2% 2,641 $1.2M
Abacus Wealth Partners, LLC 0.11% Add +22.2% 2,641 $1.2M
Three Magnolias Financial Advisors, LLC 0.73% Reduce -15.6% 2,634 $1.2M
Formulate Financial LLC 1.42% Add +27.1% 2,629 $1.1M
Zacks Investment Management 0.01% Add +0.1% 2,628 $1.1M
Patton Albertson Miller Group, LLC 0.14% No change 2,626 $1.1M
Webster Bank, N. A. 0.11% Add +22.7% 2,624 $1.1M
Farmers & Merchants Investments Inc. 0.03% Reduce -0.2% 2,623 $1.1M
Canal Capital Management, LLC 0.15% Add +36.2% 2,621 $1.1M
Scarborough Advisors, LLC 0.13% New 2,617 $1.1M
Thayer Partners, LLC / MA 0.54% Add +0.1% 2,617 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,613 $1.1M
Cambria Investment Management, L.P. 0.06% Reduce -12.4% 2,612 $1.1M
Flagship Private Wealth, LLC 0.46% Reduce -4.3% 2,591 $1.1M
Guardian Wealth Advisors, LLC / NC 0.07% Add +4.4% 2,590 $1.1M
LPWM LLC 0.28% Add +3.1% 2,586 $1.1M
Seneschal Advisors, LLC 0.84% Reduce -0.8% 2,580 $1.1M
Florida Financial Advisors, LLC 0.27% Reduce -24.5% 2,578 $1.1M
Harbor Asset Planning, Inc. 0.95% Reduce -1.3% 2,577 $1.1M
Personal Cfo Solutions, LLC 0.16% Reduce -4.5% 2,578 $1.1M
Johnson Financial Group, Inc. 0.04% Reduce -4.0% 2,574 $1.1M
Balboa Wealth Partners 0.19% Add +78.2% 2,569 $1.1M
TCI Wealth Advisors, Inc. 0.06% Add +0.9% 2,568 $1.1M
Sherman Wealth Management LLC 0.96% Reduce -1.9% 2,559 $1.1M
Baring Financial LLC 0.68% Reduce -13.5% 2,559 $1.1M
Evolution Wealth Advisors, LLC 0.11% Add +7.2% 2,558 $1.1M
Indiana Trust & Investment Management Co 0.34% No change 2,554 $1.1M
Brown Miller Wealth Management, LLC 0.32% Add +12.1% 2,549 $1.1M
Linscomb Wealth, Inc. 0.05% Reduce -0.5% 2,545 $1.1M
Wealthquest Corp 0.08% Reduce -1.8% 2,544 $1.1M
WealthPlan Investment Management, LLC 0.06% Add +94.2% 2,532 $1.1M
Caldwell Sutter Capital, Inc. 0.45% Reduce -6.9% 2,521 $1.1M
Summit Global Investments 0.06% Reduce -1.9% 2,515 $1.1M
Madrid Wealth Management, LLC 0.82% Add +0.2% 2,494 $1.1M
Investmark Advisory Group LLC 0.46% Add +6.7% 2,472 $1.1M
Conservest Capital Advisors, Inc. 0.10% No change 2,470 $1.1M
Traction Financial Partners, LLC 0.66% Reduce -0.8% 2,470 $1.1M
Sonoma Private Wealth LLC 1.32% Reduce -1.6% 2,458 $1.1M
Fielder Capital Group LLC 0.23% Reduce -20.2% 2,447 $1.1M
Farmers National Bank 0.24% Reduce -1.6% 2,446 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.0% 2,446 $1.1M
Westfield Capital Management Co. LP 0.00% New 2,443 $1.1M
Rather & Kittrell, Inc. 0.16% Reduce -22.5% 2,438 $1.1M
RKL Wealth Management LLC 0.10% No change 2,438 $1.1M
Bridgewealth Advisory Group, LLC 0.22% Reduce -4.4% 2,435 $1.1M
Strive Financial Group ,LLC 0.56% Add +7.6% 2,431 $1.1M
Granite Bay Wealth Management, LLC 0.23% Add +99.5% 2,432 $1.1M
MKT Advisors LLC 0.36% Add +5.3% 2,385 $1.1M
FRG Family Wealth Advisors LLC 0.17% Add +5.2% 2,418 $1.1M
PDS Planning, Inc 0.07% Add +0.2% 2,416 $1.1M
Hoxton Planning & Management, LLC 0.32% Reduce -11.0% 2,415 $1.1M
Aviso Wealth Management 0.47% Reduce -0.3% 2,402 $1.0M
Nordwand Advisors, LLC 0.18% No change 2,400 $1.0M
WNY Asset Management, LLC 0.11% — 2,398 $1.0M
Thompson David Blair 0.60% Add +11.6% 2,394 $1.0M
Wealth Architects, LLC 0.09% Add +4.0% 2,393 $1.0M
Tsfg, LLC 0.16% Reduce -9.8% 2,391 $1.0M
IFG Advisors, LLC 0.17% Reduce -1.2% 2,386 $1.0M
Summit Financial Strategies, Inc. 0.08% Reduce -6.8% 2,374 $1.0M
Silver Grove Financial Group, Inc. 0.83% Add +2.1% 2,371 $1.0M
Wealth Advisors of Iowa, LLC 0.32% No change 2,370 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.7% 2,364 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -15.4% 2,360 $1.0M
Cottage Street Advisors LLC 0.44% Add +0.3% 2,354 $1.0M
Circle Wealth Management, LLC 0.01% Reduce -14.5% 2,352 $1.0M
Holderness Investments Co. 0.21% Add +6.7% 2,352 $1.0M
Hughes Financial Services, LLC 0.16% Reduce -4.6% 2,341 $1.0M
Strategic Wealth Investment Group, LLC 0.13% Reduce -14.2% 2,340 $1.0M
Herold Advisors, Inc. 0.22% Reduce -11.7% 2,334 $1.0M
Alaska Wealth Advisors, LLC 0.12% Add +6.6% 2,333 $1.0M
Focused Wealth Management, Inc 0.11% Add +0.1% 2,332 $1.0M
Chemistry Wealth Management LLC 0.18% No change 2,330 $1.0M
Alley Investment Management Company, LLC 0.12% Reduce -1.6% 2,316 $1.0M
First Command Advisory Services, Inc. 0.01% Reduce -18.0% 2,306 $1.0M
Towercrest Capital Management 0.16% Reduce -2.3% 2,302 $1.0M
Diversified Management Inc. 0.17% Reduce -2.7% 2,295 $1.0M
Hobbs Group Advisors, LLC 0.30% Add +34.6% 2,293 $1.0M
Camelot Portfolios, LLC 0.75% Reduce -22.4% 2,277 $995K
Viawealth, LLC 0.55% Reduce -7.3% 2,264 $989K
Collective Family Office LLC 0.22% Reduce -5.2% 2,263 $988K
Roundview Capital LLC 0.06% Add +1.4% 2,262 $988K
Orgel Wealth Management, LLC 0.02% Reduce -7.7% 2,262 $988K
Evolution Wealth Management Inc. 0.72% Add +0.9% 2,255 $985K
Osbon Capital Management LLC 0.80% Add +175.0% 2,252 $984K
Tocqueville Asset Management L.P. 0.01% Reduce -1.6% 2,243 $980K
Charis Legacy Partners, LLC 1.43% Add +0.3% 2,236 $977K
Tenon Financial LLC 0.38% Reduce -1.1% 2,232 $975K
Allen Capital Group, LLC 0.09% Reduce -1.2% 2,228 $973K
Argentarii, LLC 0.34% Add +12.5% 2,225 $972K
Spectrum Asset Management, Inc. (NB/CA) 0.31% Reduce -34.4% 2,220 $970K
Twin City Private Wealth, LLC 0.74% Add +7.8% 2,220 $970K
GWN Securities Inc. 0.19% Add +13.1% 2,216 $968K
Waterfront Wealth Inc. 0.18% Reduce -0.8% 2,215 $967K
Myecfo, LLC 0.40% No change 2,214 $967K
Wealth Dimensions Group, Ltd. 0.19% Reduce -2.4% 2,202 $962K
Cordgrass Capital Advisors, LLC 0.23% Add +101.5% 2,200 $961K
Black Swift Group, LLC 0.17% Reduce -2.0% 2,200 $961K
J Hagan Capital, Inc. 0.51% Reduce -4.1% 2,182 $953K
Soltis Investment Advisors LLC 0.06% Reduce -15.3% 2,182 $953K
AAF Wealth Management, LLC 0.39% Reduce -3.3% 2,180 $952K
Thryve Wealth Management LLC 0.63% No change 2,158 $943K
Welch Group, LLC 0.04% Add +88.9% 2,157 $942K
Capital Advisors Inc. 0.02% Reduce -4.0% 2,157 $942K
Maseco LLP 0.03% Add +39.7% 2,157 $942K
Horizon Investments, LLC 0.01% Reduce -28.0% 12,916 $940K
Armstrong Advisory Group, Inc. 0.06% Add +4.2% 2,142 $936K
Interchange Capital Partners, LLC 0.29% Add +4.2% 2,515 $933K
SVB Wealth LLC 0.06% Reduce -0.1% 2,135 $933K
Empirical Asset Management, LLC 0.25% No change 11,269 $929K
Hilltop Wealth Advisors, LLC 0.56% Reduce -1.1% 2,124 $928K
Mascagni Wealth Management, Inc. 0.66% Reduce -4.9% 2,121 $926K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,006 $925K
Redwood Financial Network Corp 0.61% Reduce -7.0% 2,114 $924K
Private Capital Management, LLC 0.09% Add +12.6% 2,105 $920K
Austin Wealth Management, LLC 0.21% Reduce -40.6% 2,068 $918K
DiNuzzo Private Wealth, Inc. 0.10% No change 2,102 $918K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +121.3% 2,102 $918K
Shayne & Jacobs, LLC 0.28% No change 2,100 $917K
Glassman Wealth Services 0.12% Add +12.0% 2,095 $915K
Sequent Planning LLC 0.22% Add +4.3% 2,084 $910K
McLean Asset Management Corp 0.16% Add +1.8% 2,078 $908K
Cox Capital Mgt LLC 0.60% New 2,078 $908K
Portside Wealth Group, LLC 0.12% Reduce -33.6% 2,077 $907K
Pettyjohn, Wood & White, Inc. 0.14% No change 2,076 $907K
InvesTrust 0.38% Add +0.9% 2,055 $898K
Xxi Wealth, LLC 0.51% No change 2,050 $895K
Alpha Omega Wealth Management LLC 0.14% Reduce -22.5% 2,046 $894K
Channel Wealth LLC 0.22% Reduce -4.1% 2,044 $893K
Proffitt & Goodson Inc. 0.14% Reduce -1.3% 2,044 $893K
AIMZ Investment Advisors, LLC 0.28% Reduce -2.4% 2,038 $890K
Wealth Management Partners, LLC 0.25% Reduce -2.9% 2,030 $887K
Carret Asset Management, LLC 0.09% Add +4.6% 2,021 $883K
One Wealth Advisors, LLC 0.11% No change 2,019 $882K
Meridian Wealth Advisors, LLC 0.12% No change 2,016 $881K
Avantax Planning Partners, Inc. 0.02% Reduce -14.6% 2,008 $877K
Opulen Financial Group LLC 0.62% Add +0.1% 2,006 $876K
Frontier Asset Management, LLC 0.18% Reduce -18.9% 2,005 $876K
Windsor Capital Management, LLC 0.26% Reduce -0.9% 2,004 $875K
Symmetry Partners, LLC 0.05% Reduce -22.4% 2,003 $875K
Alliance Wealth Management Group 0.19% Reduce -2.6% 2,002 $874K
Willner & Heller, LLC 0.65% Add +0.1% 2,002 $874K
Gibbs Wealth Management 0.12% Add +298.0% 1,998 $873K
W Advisors, LLC 0.45% Reduce -0.1% 1,994 $871K
Victory Financial Group, LLC 0.11% Add +86.1% 1,988 $868K
Vision Capital Management, Inc. 0.11% Add +0.5% 1,988 $868K
Newman Dignan & Sheerar, Inc. 0.18% Reduce -2.7% 1,983 $866K
Fingerlakes Wealth Management, Inc. 0.57% Add +0.6% 1,981 $865K
W1M Asset Management Ltd 0.01% Reduce -42.1% 1,981 $865K
Norden Group LLC 0.08% Reduce -82.9% 1,980 $865K
Stock Yards Bank & Trust Co. 0.03% Add +11.7% 1,979 $864K
Shared Vision Wealth Group LLC 0.35% No change 1,978 $864K
Goepper Burkhardt LLC 0.29% Add +56.5% 1,971 $861K
ZEGA Investments, LLC 0.16% Reduce -9.7% 1,968 $860K
Brian Low Financial Group, LLC 0.58% Reduce -7.4% 1,960 $856K
Selby Wealth Management, LLC 0.34% Add +188.8% 1,958 $855K
S.A. Mason LLC 0.32% No change 1,958 $855K
LJI Wealth Management, LLC 0.14% Reduce -14.6% 1,957 $855K
Aufman Associates Inc 0.42% Reduce -7.8% 1,947 $850K
Fiduciary Group, LLC 0.07% Reduce -7.1% 1,944 $849K
Oath Planning, LLC 0.75% Add +21.8% 1,942 $848K
Security National Bank of Sioux City Iowa 0.50% Add +60.7% 1,940 $847K
Realta Investment Advisors 0.29% Reduce -32.9% 1,939 $847K
Inspire Advisors, LLC 0.07% Add +119.5% 1,938 $847K
Northwest Wealth Management, LLC 0.13% Add +1.1% 1,934 $845K
Thompson Investment Management, Inc. 0.11% Add +1.4% 1,933 $844K
BOS Asset Management, LLC 0.22% No change 1,929 $843K
TritonPoint Partners, LLC 0.31% Reduce -7.1% 1,919 $838K
Clarity Financial LLC 0.09% Reduce -2.2% 1,916 $837K
Signature Equity Partners, LLC 0.45% Add +30.8% 1,915 $836K
Downshift Financial, LLC 0.43% New 10,158 $836K
Elite Financial, Inc. 0.37% Add +5.9% 1,912 $835K
Pacific Sun Financial Corp 0.40% No change 1,911 $835K
First National Advisers, LLC 0.12% Add +12.6% 1,908 $833K
TruWealth Advisors, LLC 0.04% Reduce -1.8% 1,889 $825K
Pittenger & Anderson Inc. 0.03% Reduce -16.1% 1,883 $822K
Bay Capital Advisors, LLC 0.51% No change 1,876 $819K
Apollon Financial, LLC 0.11% Reduce -6.3% 1,872 $818K
Strathmore Capital Advisors, Inc. 0.23% New 9,822 $818K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -12.8% 1,871 $817K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +2425.7% 1,869 $816K
HFG Wealth Management, LLC 0.45% Add +0.8% 1,868 $816K
Archer Investment Corp 0.17% Reduce -4.9% 1,868 $816K
Atlantic Private Wealth, LLC 0.53% Add +0.1% 1,863 $814K
Baker Tilly Wealth Management, LLC 0.20% Reduce -28.4% 1,859 $812K
Single Point Partners, LLC 0.16% Add +2.0% 1,859 $812K
Spinnaker Trust 0.04% No change 1,857 $811K
Elwood & Goetz Wealth Advisory Group, LLC 0.14% Add +2.1% 1,855 $810K
Elgethun Capital Management 0.13% Reduce -2.2% 1,853 $809K
Clearwave Capital, LLC 0.55% Add +3.4% 1,852 $809K
Cornerstone Advisors Asset Management, LLC 0.12% Reduce -16.3% 1,837 $802K
Torray Investment Partners LLC 0.13% Reduce -71.5% 1,836 $802K
Voisard Asset Management Group, Inc. 0.17% Add +7.2% 1,830 $799K
New Perspectives, Inc 0.28% No change 1,829 $799K
Moneywise, Inc. 0.35% Reduce -67.4% 1,825 $797K
Journey Advisory Group, LLC 0.07% Reduce -38.2% 1,824 $797K
Semus Wealth Partners LLC 0.44% Add +0.2% 1,820 $795K
NorthCrest Asset Manangement, LLC 0.02% Reduce -31.5% 1,795 $794K
BankPlus Trust Department 0.21% Reduce -4.0% 1,814 $792K
Everstar Asset Management, LLC 0.42% Reduce -24.1% 1,813 $792K
Narwhal Capital Management 0.06% Add +0.2% 1,804 $788K
Retiremitten Financial LLC 0.38% — 1,790 $782K
Prosperity Financial Group, Inc. 0.29% Add +0.3% 1,787 $781K
Amara Financial, Llc. 0.54% No change 1,784 $779K
Sierra Ocean, LLC 0.64% Add +0.6% 1,784 $779K
Align Financial, LLC 0.44% Reduce -99.8% 1,781 $778K
Legacy Wealth Managment, LLC 0.39% Reduce -10.1% 1,781 $778K
Sterling Financial Planning, Inc. 0.23% Add +2.2% 1,777 $776K
Timmons Wealth Management, LLC 0.74% Reduce -1.9% 1,777 $776K
Lanark Financial, Inc. 0.06% Add +4.2% 1,772 $774K
Richard W. Paul & Associates, LLC 0.26% Reduce -0.8% 1,771 $774K
Boyd Watterson Asset Management LLC 0.24% No change 1,769 $773K
Keystone Wealth Services, LLC 0.16% Add +14.5% 1,766 $771K
Octavia Wealth Advisors, LLC 0.07% Reduce -0.4% 1,761 $769K
King Wealth Management Group 0.10% Reduce -0.2% 1,757 $767K
Colonial River Investments, LLC 0.27% Add +1.2% 1,755 $767K
RHS Financial, LLC 0.36% Reduce -20.7% 1,747 $763K
Means Investment Co., Inc. 0.07% Add +0.7% 1,740 $760K
Advyzon Investment Management, LLC 0.07% Reduce -9.7% 1,735 $758K
Ullmann Wealth Partners Group, LLC 0.08% No change 1,733 $757K
Pillar Financial Advisors, LLC 0.44% Reduce -1.0% 1,731 $756K
YHB Investment Advisors, Inc. 0.05% Reduce -1.5% 1,730 $756K
Milestone Asset Management Group, LLC 0.44% Add +4.0% 1,730 $756K
Valued Retirements, Inc. 0.74% No change 1,728 $755K
Long Island Wealth Management, Inc. 0.35% Reduce -11.4% 1,726 $754K
Thompson Davis & Co., Inc. 0.50% Reduce -12.7% 1,722 $752K
National Bank of Canada 0.00% Reduce -0.9% 1,715 $749K
Tanager Wealth Management LLP 0.07% Add +19.2% 1,715 $749K
Sfmg, LLC 0.05% No change 1,713 $748K
Accredited Investors Inc. 0.04% Add +13.5% 1,706 $745K
Raleigh Capital Management Inc. 0.26% Reduce -6.6% 1,705 $745K
Merited Wealth, LLC 0.62% Reduce -9.9% 1,699 $742K
Petredis Investment Advisors LLC 0.06% Reduce -1.9% 1,698 $742K
Seneca Financial Advisors LLC 0.22% No change 1,693 $739K
Livet Wealth, LLC 0.46% Reduce -61.5% 1,671 $730K
BNP Paribas Financial Markets 0.00% Add +15.0% 1,668 $729K
Valtinson Bruner Financial Planning LLC 0.20% Reduce -0.4% 1,667 $728K
Fortitude Advisory Group L.L.C. 0.33% Add +128.2% 1,666 $728K
4WEALTH Advisors, Inc. 0.62% Add +1.7% 1,730 $727K
Denver Wealth Management, Inc. 0.25% Reduce -0.8% 1,663 $726K
Lynx Investment Advisory 0.35% Add +15.8% 1,661 $726K
2UniFi Bank 0.35% Add +2.5% 1,661 $726K
Narus Financial Partners, LLC 0.19% Add +0.6% 1,660 $725K
Shira Ridge Wealth Management 0.29% Add +0.1% 1,657 $724K
Discipline Wealth Solutions, LLC 0.08% Add +4.3% 1,655 $723K
DBK Financial Counsel, LLC 0.55% Reduce -0.4% 1,653 $722K
German American Bancorp, Inc. 0.06% No change 1,648 $720K
FLC Capital Advisors 0.13% Add +1.5% 1,647 $719K
Lane Brothers & Co. Inc. 0.52% Reduce -6.5% 1,643 $718K
Clarion Wealth Managment Partners, LLC 0.65% Add +3.0% 1,643 $718K
AF Advisors, Inc. 0.39% No change 1,635 $714K
Gradient Investments LLC 0.01% Add +14.2% 1,634 $714K
Maltin Wealth Management, Inc. 0.27% Reduce -1.4% 1,630 $712K
Meridian Financial Advisors, LLC 0.39% Add +0.5% 1,624 $709K
Vantage Point Financial LLC 0.25% Reduce -5.2% 1,619 $707K
Southern Michigan Bank & Trust 0.27% — 1,618 $707K
Tred Avon Family Wealth, LLC 0.24% No change 1,618 $707K
Northstar Advisory Group, LLC 0.27% Reduce -1.5% 1,618 $707K
Johnson Financial Group, LLC 0.05% Reduce -41.5% 1,617 $706K
Arlington Financial Advisors, LLC 0.10% Reduce -0.7% 1,614 $705K
Impact Capital Partners LLC 0.21% Add +31.1% 1,612 $704K
Colonial Trust Advisors 0.05% No change 1,608 $702K
Firestone Capital Management 0.15% Add +0.1% 1,607 $702K
CFO4Life Group, LLC 0.11% Add +1.3% 1,604 $701K
Cannell & Spears LLC 0.01% Add +0.4% 1,601 $699K
Alpine Woods Capital Investors, LLC 0.17% No change 1,600 $699K
Potomac Fund Management Inc. 0.02% Add +7.5% 1,599 $698K
Prosperity Bancshares Inc 0.56% Add +30.4% 1,593 $696K
JB Capital LLC 0.03% Add +1.5% 1,588 $694K
Amicus Financial Advisors, LLC 0.19% Reduce -5.3% 1,587 $693K
Natural Investments, LLC 0.17% Reduce -28.6% 1,585 $692K
Rialto Wealth Management, LLC 0.16% Reduce -2.2% 1,584 $692K
Buttonwood Financial Advisors Inc. 0.23% Reduce -3.5% 1,583 $691K
Nova R Wealth, Inc. 0.22% Add +0.1% 1,578 $689K
Financial Perspectives, Inc 0.19% No change 1,573 $687K
Vance Wealth, LLC 0.20% Add +9.3% 1,570 $686K
Indie Asset Partners, LLC 0.78% Add +14.6% 1,566 $684K
WPG Advisers, LLC 0.50% Reduce -3.5% 1,566 $684K
X-Square Capital, LLC 0.23% Reduce -24.3% 1,566 $684K
Legacy Wealth Management, LLC 0.04% Add +1.6% 1,563 $683K
Genesis Private Wealth, LLC 0.21% Add +3.3% 1,562 $682K
Ellsworth Advisors, LLC 0.13% Add +0.1% 1,560 $681K
Beese Fulmer Investment Management, Inc. 0.04% Add +0.1% 1,559 $681K
Beacon Financial Planning, Inc. 0.26% Add +78.4% 1,552 $678K
First Business Financial Services, Inc. 0.06% Add +3.2% 1,550 $677K
Arrowroot Family Office, LLC 0.22% Add +2.9% 1,549 $677K
CVFG LLC 0.08% New 1,547 $676K
GDS Wealth Management 0.04% Add +67.1% 1,547 $676K
Mayport, LLC 0.13% Add +181.4% 1,542 $674K
Blue Chip Partners, LLC 0.05% Add +1.0% 1,535 $671K
Nelson Capital Management, LLC 0.08% No change 1,533 $670K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -0.4% 1,532 $669K
Jefferies Financial Group Inc. 0.01% Add +2.3% 1,530 $668K
Keudell/Morrison Wealth Management 0.14% Reduce -7.6% 1,528 $667K
Breachway Investments LLC 0.64% Add +0.1% 1,511 $667K
Gambit Capital Management, LLC 0.48% Reduce -0.4% 1,527 $667K
Rhodes Investment Advisors Inc. 0.57% Reduce -72.5% 1,526 $667K
Richardson Capital Management LLC 0.32% Add +213.5% 1,514 $661K
Benin Management CORP 0.15% Add +0.1% 1,509 $659K
Dunhill Financial, LLC 0.16% Add +0.7% 1,507 $658K
Cape Investment Advisory, Inc. 0.22% Add +24.3% 1,504 $657K
Empire Financial Management Company, LLC 0.15% Reduce -0.8% 1,499 $655K
CLG LLC 0.16% Add +5.2% 1,499 $655K
Bernardo Wealth Planning LLC 0.13% Reduce -0.8% 1,495 $653K
Plum Street Advisors, LLC 0.23% No change 1,490 $651K
Fairscale Capital, LLC 0.45% Add +13.9% 1,490 $651K
Abound Wealth Management 0.15% Add +13.7% 1,488 $650K
Accredited Investor Services, LLC 0.42% Add +0.2% 1,484 $648K
Morton Capital Management LLC 0.10% Reduce -0.4% 1,481 $647K
Sovereign Investment Advisors, LLC 0.14% New 1,480 $646K
Ballast Advisors LLC 0.19% No change 1,475 $644K
Per Stirling Capital Management, LLC. 0.07% Add +19.0% 1,473 $643K
Clarity Wealth Advisors, LLC 0.13% Reduce -10.3% 1,471 $643K
Three Bridge Wealth Advisors, LLC 0.18% New 1,462 $639K
Osprey Private Wealth LLC 0.18% No change 1,461 $638K
M Wealth Management, LLC 0.54% Add +0.1% 1,460 $637K
Wellington Grp LLC 0.20% Add +24.1% 1,459 $637K
Rowlandmiller & Partners.adv 0.13% No change 1,459 $637K
Boston Family Office LLC 0.04% Add +3.2% 1,459 $637K
RAM Investment Partners, LLC 0.11% No change 1,457 $636K
Calamos Wealth Management LLC 0.02% Add +3.6% 1,449 $633K
Edgestream Partners, L.P. 0.02% Reduce -48.9% 1,449 $633K
Calamos Advisors LLC 0.00% New 1,449 $633K
Oarsman Capital, Inc. 0.08% New 1,448 $632K
Dover Advisors, LLC 0.26% No change 1,447 $632K
Castleview Partners, LLC 0.32% Reduce -0.4% 1,445 $631K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.4% 1,444 $631K
Hantz Financial Services, Inc. 0.01% Add +56.9% 1,443 $630K
Cura Wealth Advisors, LLC 0.28% Add +3.4% 1,440 $629K
Waters Parkerson & Co., LLC 0.03% Reduce -1.6% 1,432 $626K
Talisman Wealth Advisors LLC 0.50% Reduce -36.8% 1,429 $624K
Farrell Financial LLC 0.37% Add +1.0% 1,428 $624K
Capital Asset Advisory Services LLC 0.02% Add +363.6% 7,557 $623K
Worth Asset Management, LLC 0.23% Reduce -83.8% 1,426 $623K
Pioneer Family Office, LLC 0.44% No change 1,426 $623K
MKD Wealth Coaches, LLC 0.61% No change 1,425 $622K
FAS Wealth Partners, Inc. 0.04% Reduce -4.1% 1,424 $622K
Integrity Financial Corp 0.31% Add +4.3% 1,424 $622K
PKS Advisory Services, LLC 0.14% Reduce -6.6% 1,420 $620K
Cypress Wealth Services, LLC 0.09% Reduce -6.3% 1,411 $616K
Continental Investors Services, Inc. 0.58% Add +534.6% 7,069 $614K
Viewpoint Capital Management LLC 0.29% Reduce -0.1% 1,405 $614K
Fermata Advisors, LLC 0.14% Add +1.5% 1,402 $612K
jvl associates llc 0.20% No change 1,394 $609K
Financial Futures Ltd Liability Co. 0.27% Reduce -0.9% 1,391 $608K
Kastel Capital Advisors, LLC 0.37% No change 1,245 $607K
Foster Dykema Cabot & Partners, LLC 0.04% No change 1,390 $607K
Highland Capital Management, LLC 0.03% Add +231.6% 1,386 $605K
Capital Advisors Wealth Management, LLC 0.08% Reduce -7.5% 1,384 $605K
Denver PWM, LLC 0.21% Add +467.5% 6,952 $604K
BancFirst Trust & Investment Management 0.27% Add +35.5% 1,435 $603K
Integrated Financial Solutions, Inc. 0.42% No change 1,377 $602K
Planned Solutions, Inc. 0.20% Reduce -1.6% 1,374 $600K
Kitching Partners, LLC 0.55% Reduce -15.6% 1,371 $599K
Private Client Services, LLC 0.18% Add +12.2% 1,370 $599K
Turtle Creek Wealth Advisors, LLC 0.05% No change 1,369 $598K
American Financial & Tax Strategies Inc. 0.29% No change 1,366 $597K
Lee Danner & Bass Inc. 0.04% No change 1,366 $597K
Country Trust Bank 0.01% No change 1,364 $596K
North Star Investment Management Corp. 0.04% Add +1.9% 1,360 $594K
LexAurum Advisors, LLC 0.08% — 1,354 $591K
Strid Group, LLC 0.07% Reduce -8.2% 1,353 $591K
Verde Capital Management 0.13% Add +36.4% 1,352 $591K
WP Advisors, LLC 0.15% Add +0.1% 1,351 $590K
Daviman Financial, LLC 0.35% Add +0.1% 1,350 $590K
Colton Groome Financial Advisors, LLC 0.17% No change 1,348 $589K
Fragasso Financial Advisors Inc 0.04% Reduce -0.2% 1,325 $588K
Fortis Capital Management LLC 0.08% Add +0.1% 1,344 $587K
Walker Asset Management, LLC 0.32% Reduce -1.2% 1,344 $587K
Carroll Advisory Group, LLC 0.23% Reduce -0.6% 1,344 $587K
Prudent Investors Network, Inc. 0.13% Add +35.5% 1,343 $587K
Koenig Investment Advisory, LLC 0.50% Add +20.2% 1,335 $583K
Ti-Trust, Inc. 0.35% Reduce -0.4% 1,332 $582K
Approach Retirement Advisors, LLC 0.48% Add +8.0% 1,332 $582K
Navalign, LLC 0.15% Reduce -2.1% 1,331 $582K
CCG Wealth Management, LLC 0.16% New 1,331 $582K
Alaethes Wealth, LLC 0.17% Reduce -0.8% 1,329 $580K
SigFig Wealth Management, LLC 0.02% Add +5.1% 1,328 $580K
Community Bank, N.A. 0.07% Reduce -0.6% 1,325 $579K
Bannerman Wealth Management Group, LLC 0.39% No change 1,320 $577K
Center For Asset Management LLC 0.29% Reduce -0.5% 1,320 $577K
Berkeley Capital Partners, LLC 0.13% Add +0.1% 1,308 $572K
Pointe Capital Management LLC 0.28% No change 1,295 $566K
Scotia Capital Inc. 0.00% Reduce -12.6% 1,289 $563K
Stockman Wealth Management, Inc. 0.06% Reduce -17.4% 1,287 $562K
Coordinated Financial Services, Inc. 0.33% Add +5.4% 1,285 $561K
Eastern Bank 0.01% Reduce -5.0% 1,283 $560K
truNorth Financial Services, Inc. 0.58% Reduce -8.0% 1,280 $559K
Gilpin Wealth Management, LLC 0.44% Reduce -1.9% 1,279 $559K
Rockline Wealth Management, LLC 0.12% Add +84.8% 1,279 $559K
Cascade Financial Partners, LLC 0.06% Add +0.5% 1,278 $558K
Burkett Financial Services, LLC 0.19% Reduce -4.0% 1,277 $558K
Colter Lewis Investment Partners LLC 0.52% New 1,277 $558K
Murphy Pohlad Asset Management LLC 0.20% New 1,275 $557K
Naples Global Advisors, LLC 0.04% Add +11.6% 1,274 $557K
Retirement Solution LLC 0.13% Add +1.4% 1,274 $556K
Wealth Group Ltd 0.13% Reduce -3.0% 1,270 $555K
Sterling Investment Advisors, Ltd. 0.10% No change 1,268 $554K
Cladis Investment Advisory, LLC 0.30% Add +0.4% 1,265 $553K
Peak Wealth Management LLC 0.45% Reduce -2.7% 1,262 $551K
Arthur M. Cohen & Associates, LLC 0.10% Reduce -0.6% 1,247 $551K
Essex LLC 0.10% Add +0.1% 1,260 $550K
Hegarty Advisors, LLC 0.43% Add +12.0% 1,257 $549K
Ellevest, Inc. 0.08% Reduce -0.7% 1,254 $548K
Financial Management Network Inc. 0.08% Reduce -3.1% 1,191 $547K
Warther Private Wealth, LLC 0.13% New 1,252 $547K
Trademark Financial Management, LLC 0.27% Add +19.6% 1,251 $547K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +10.5% 1,250 $546K
Capital Square, LLC 0.25% Add +575.6% 6,540 $545K
Crewe Advisors LLC 0.05% Reduce -24.5% 1,244 $543K
Marshall Investment Management, LLC 0.26% Add +34.0% 1,239 $541K
Rodgers Brothers Inc. 0.06% Reduce -0.8% 1,237 $540K
Valley Forge Investment Consultants Inc. Adv 0.16% Add +2.1% 1,237 $540K
Flower City Capital 0.27% Reduce -2.2% 1,234 $539K
Motive Wealth Advisors 0.25% Add +0.6% 1,234 $539K
Redwood Investment Management, LLC 0.07% Add +0.4% 1,232 $538K
Mason & Associates, LLC 0.12% No change 1,231 $538K
Ipsen Advisor Group LLC 0.37% Add +0.1% 1,226 $535K
Midwest Capital Advisors, LLC 0.25% Add +4.2% 1,223 $534K
Mosley Wealth Management 0.24% Reduce -14.6% 1,114 $534K
Peoples Financial Services Corp. 0.25% Reduce -3.8% 1,223 $534K
Kropog Financial Group, LLC 0.43% Add +0.1% 1,223 $534K
NorthCoast Asset Management LLC 0.01% Reduce -0.3% 1,221 $533K
PAX Financial Group, LLC 0.09% Reduce -66.3% 1,220 $533K
Keystone Financial Group, Inc. 0.28% Add +0.2% 1,218 $532K
Inscription Capital, LLC 0.06% Add +3.4% 1,213 $530K
Sepio Capital, LP 0.03% Reduce -16.9% 1,212 $529K
HRC Wealth Management, LLC 0.25% Add +121.4% 1,211 $529K
D.B. Root & Company, LLC 0.13% Add +70.9% 1,210 $529K
Syntegra Private Wealth Group, LLC 0.05% No change 1,209 $528K
Mach-1 Financial Group, LLC 0.19% Reduce -57.6% 1,207 $527K
Christensen, King & Associates Investment Services, Inc. 0.23% Add +8.3% 1,207 $527K
MBL Wealth, LLC 0.04% No change 1,204 $526K
Everest Private Wealth 0.27% Reduce -26.1% 1,203 $526K
J. Derek Lewis & Associates Inc. 0.12% Add +10.1% 1,202 $525K
Odyssey Capital Advisors, Inc. 0.47% No change 1,202 $525K
Westside Investment Management, Inc. 0.08% Add +1.7% 1,201 $525K
Mason & Associates Inc 0.10% Add +0.7% 1,248 $524K
FWL Investment Management, LLC 0.12% No change 1,200 $524K
Chase Investment Counsel Corp. 0.14% No change 1,200 $524K
Solstein Capital, LLC 0.21% Add +41.2% 1,199 $524K
Financial Gravity Asset Management, Inc. 0.09% No change 1,197 $523K
Virtue Capital Management, LLC 0.08% Add +54.2% 1,232 $522K
Towneley Capital Management, Inc / DE 0.11% Add +0.2% 1,195 $522K
Wrapmanager Inc. 0.18% Reduce -29.1% 1,193 $521K
Sanchez Levi Garrett 0.33% — 1,192 $521K
PW Advisors, LLC \ FL 0.39% Reduce -8.3% 1,192 $521K
SilverOak Wealth Management LLC 0.08% Add +0.3% 1,191 $520K
McGlone Suttner Wealth Management, Inc. 0.07% Reduce -15.0% 1,188 $519K
Mosaic Financial Group, LLC 0.37% No change 1,189 $519K
Financial Security Advisor, Inc. 0.09% Reduce -9.2% 1,180 $515K
Verity Asset Management, Inc. 0.22% Reduce -24.5% 1,178 $515K
Balanced Rock Investment Advisors LLC 0.36% Add +0.5% 1,178 $515K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -6.0% 1,173 $513K
Hamilton Wealth, LLC 0.10% Reduce -6.7% 1,173 $512K
Ascent Advisors, LLC 0.94% — 1,172 $512K
Tucker Asset Management LLC 0.15% Add +88.6% 1,171 $511K
Pachira Investments Inc. 0.24% Add +0.7% 1,166 $509K
Legacy Private Trust Co. 0.03% No change 1,165 $509K
Freedom Investment Management, Inc. 0.15% Reduce -30.4% 1,162 $508K
Main Street Group, LTD 0.16% Reduce -23.5% 1,157 $505K
Sharper & Granite LLC 0.17% No change 1,154 $504K
Red Door Wealth Management, LLC 0.05% Add +1.5% 1,151 $503K
Beacon Wealthcare LLC 0.18% No change 1,150 $502K
Landmark Wealth Management, Inc. 0.19% Add +0.2% 1,148 $501K
waypoint wealth counsel 0.26% Reduce -13.8% 1,146 $501K
Ballast Rock Private Wealth LLC 0.28% No change 1,146 $501K
JGP Wealth Management, LLC 0.05% Add +4.5% 1,146 $501K
Portland Global Advisors LLC 0.05% Add +0.3% 1,141 $498K
Bailard, Inc. 0.01% Add +16.7% 1,137 $497K
Integrated Capital Management, LLC 0.21% Add +1.9% 1,136 $496K
Twele Capital Management, Inc. 0.09% No change 1,131 $494K
North Forty Two & Co. 0.46% No change 1,128 $493K
BSW Wealth Partners 0.06% Add +0.1% 1,128 $493K
MBE Wealth Management, LLC 0.20% Reduce -0.2% 1,126 $492K
Fidelity D & D Bancorp Inc. 0.20% Add +3.4% 1,125 $491K
Widmann Financial Services, Inc. 0.29% No change 1,123 $491K
TriaGen Wealth Management LLC 0.13% No change 1,116 $487K
Capital Investment Services of America, Inc. 0.05% Add +3.5% 1,115 $487K
Portfolio Resources Advisor Group, Inc. 0.48% Reduce -18.7% 1,113 $486K
Selective Wealth Management, Inc. 0.14% New 5,869 $485K
Centennial Advisors, LLC 0.62% New 1,110 $485K
Payne Capital LLC 0.44% No change 1,108 $484K
Dearborn Partners LLC 0.03% Add +41.5% 1,108 $484K
Salus Financial Advisors, LLC 0.28% Reduce -7.8% 1,107 $484K
Foster Victor Wealth Advisors, LLC 0.03% Add +0.6% 1,014 $483K
Pinnacle Family Advisors, LLC 0.23% No change 1,105 $483K
WASHINGTON TRUST Co 0.02% No change 1,104 $482K
Hazlett, Burt & Watson, Inc. 0.15% Add +2.5% 1,099 $482K
Sargent Investment Group, LLC 0.06% Add +51.0% 1,101 $481K
Rainey & Randall Wealth Advisors Inc. 0.08% No change 1,100 $481K
Elevated Financial Group LLC 0.16% New 1,099 $480K
Plan Group Financial, LLC 0.11% Add +9.4% 1,097 $479K
Topsail Wealth Management, LLC 0.07% No change 1,097 $479K
Peregrine Asset Advisers, Inc. 0.13% Add +43.5% 1,095 $478K
Opes Wealth Management LLC 0.08% No change 1,095 $478K
Chapman Financial Group, LLC 0.34% No change 1,093 $477K
Decision Investments, Inc. 0.54% Add +57.1% 1,092 $477K
Laffer Tengler Investments, Inc. 0.08% No change 1,090 $476K
RDA Financial Network 0.12% Reduce -1.2% 1,087 $475K
First Nebraska Trust Co 0.04% No change 1,084 $473K
Whitaker-Myers Wealth Managers, LTD. 0.09% Reduce -0.5% 1,080 $472K
Strategic Equity Management 0.18% Reduce -83.6% 1,079 $471K
GreatBanc Trust CO 0.33% No change 1,075 $470K
Weaver Consulting Group 0.11% Add +8.6% 1,073 $469K
Integrity Investment Advisors, LLC 0.25% Reduce -0.1% 1,073 $469K
GEM Asset Management, LLC 0.21% Add +6.5% 1,072 $468K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -22.3% 1,072 $468K
Quad-Cities Investment Group, LLC 0.19% Add +0.1% 1,068 $467K
Welch & Forbes LLC 0.01% Add +1.4% 1,068 $466K
Fairfield, Bush & Co. 0.26% No change 1,068 $466K
Fort Washington Investment Advisors Inc. 0.00% Add +10.2% 1,067 $466K
ARK & TLK Investments, LLC 0.13% No change 1,065 $465K
Zullo Investment Group, Inc. 0.18% No change 1,065 $465K
Wellington Shields Capital Management, LLC 0.07% New 1,065 $465K
Townsend Asset Management Corp. /NC/ 0.17% Reduce -16.1% 1,063 $464K
TCFG Wealth Management, LLC 0.17% Add +0.4% 1,061 $463K
TCFG Investment Advisors, LLC 0.17% — 1,061 $463K
Apriem Advisors 0.04% No change 1,059 $463K
Cpwa, LLC 0.55% — 5,324 $462K
Missouri Trust & Investment Co 0.14% No change 1,056 $461K
Briaud Financial Planning Inc 0.12% No change 1,054 $460K
Carnegie Lake Advisors LLC 0.18% Reduce -21.8% 1,053 $460K
B.O.S.S. Retirement Advisors, LLC 0.14% Reduce -13.0% 1,049 $458K
GFG Capital, LLC 0.15% Reduce -5.8% 1,049 $458K
Allred Capital Management, LLC 0.17% Add +1.4% 1,056 $458K
Nemes Rush Group LLC 0.04% Reduce -0.2% 1,048 $458K
First Foundation Advisors 0.02% No change 1,047 $457K
Sanchez Gaunt Capital Management, LLC 0.29% — 1,046 $457K
Cascade Investment Group, Inc. 0.30% Add +14.5% 1,043 $456K
Englebert Financial Advisers, LLC 0.52% Reduce -60.0% 1,039 $454K
Milestone Asset Management, LLC 0.08% Add +17.4% 1,038 $454K
Spirepoint Private Client, LLC 0.04% No change 1,037 $453K
Cascade Investment Advisors, Inc. 0.27% No change 1,034 $452K
Westfuller Advisors, LLC 0.19% Reduce -3.1% 1,033 $451K
Portland Financial Advisors Inc 0.94% Reduce -9.2% 1,030 $450K
Granite FO LLC 0.27% No change 1,028 $449K
Invst, LLC 0.05% Reduce -85.1% 1,025 $448K
Minot DeBlois Advisors LLC 0.41% No change 1,024 $447K
Schnieders Capital Management, Llc. 0.07% No change 1,021 $446K
Nalls Sherbakoff Group, LLC 0.33% No change 1,016 $444K
Riverbend Wealth Management, LLC 0.28% Add +0.5% 1,015 $443K
DDD Partners, LLC 0.03% Add +1.4% 1,015 $443K
TruNorth Capital Management, LLC 0.08% Add +132.9% 1,013 $442K
Flagstar Securities, Inc. 0.16% Reduce -34.1% 1,011 $442K
Unique Wealth, LLC 0.06% Reduce -28.2% 1,011 $442K
Goldstone Financial Group, LLC 0.05% Add +5.4% 1,011 $441K
J.M. Arbour, LLC 0.42% Add +12.0% 1,008 $440K
FourThought Financial Partners, LLC 0.04% Reduce -11.8% 1,003 $438K
XML Financial, LLC 0.04% Add +2.5% 1,000 $437K
Garrett Wealth Advisory Group, LLC 0.08% Reduce -6.2% 1,000 $437K
Haven Private, LLC 0.19% New 999 $436K
Kelly Financial Services LLC 0.10% Reduce -12.7% 995 $434K
McLaughlin Asset Management, Inc. 0.41% New 993 $434K
Capstone Wealth Management Group, LLC 0.18% Add +0.1% 992 $434K
Strategic Planning Group, LLC 0.06% No change 992 $433K
Amplius Wealth Advisors, LLC 0.04% Add +0.1% 991 $433K
Debussy Capital Management LP 0.06% Reduce -16.9% 990 $432K
Signature Resources Capital Management, LLC 0.20% Reduce -0.1% 987 $431K
MOR Wealth Management, LLC 0.20% Reduce -31.1% 987 $431K
Penobscot Wealth Management 0.13% Reduce -6.0% 984 $430K
Weitzel Financial Services, Inc. 0.16% Add +0.8% 976 $429K
Threadgill Financial, LLC 0.12% No change 982 $429K
tru Independence LLC 0.21% Add +2.2% 981 $429K
Burling Wealth Partners, LLC 0.07% Add +11.6% 981 $428K
TCV Trust & Wealth Management, Inc. 0.04% No change 981 $428K
Slagle Financial, LLC 0.14% Reduce -2.0% 980 $428K
West Paces Advisors Inc. 0.08% Reduce -10.8% 980 $428K
Berman McAleer LLC 0.06% No change 980 $428K
Praetorian Wealth Management, Inc. 0.08% No change 934 $427K
Ethic Inc. 0.01% New 977 $427K
Horizon Financial Services, LLC 0.19% No change 975 $426K
Bouchey Financial Group, Ltd. 0.03% Reduce -63.8% 926 $426K
FLP Wealth Management, LLC 0.87% Reduce -0.7% 972 $425K
Vawter Financial, Ltd. 0.18% Reduce -1.7% 972 $425K
Huntleigh Advisors, Inc. 0.07% Add +19.2% 973 $424K
Creekside Partners 0.17% Reduce -0.4% 971 $424K
Braun-Bostich & Associates Inc. 0.27% Reduce -7.3% 969 $423K
Quartz Partners, LLC 0.16% Add +1.1% 968 $423K
KRM Wealth Management L.L.C. 0.22% Add +57.1% 966 $422K
Boreal Capital Management LLC 0.41% Reduce -12.7% 966 $422K
Samara Investment Management, LLC 0.44% — 964 $421K
Clear Harbor Asset Management, LLC 0.03% Add +7.8% 962 $420K
Weatherly Asset Management L. P. 0.03% No change 959 $419K
Resolute Wealth Strategies, LLC 0.18% Add +4.1% 959 $419K
AEGON USA Investment Management, LLC 0.41% No change 957 $418K
Federation des caisses Desjardins du Quebec 0.00% No change 957 $418K
Millstone Evans Group, LLC 0.25% Add +30.5% 955 $417K
WealthTrust Axiom LLC 0.10% No change 952 $416K
Financial Life Planners 0.32% Add +0.1% 952 $416K
TopTier Wealth Management, LLC 0.26% No change 951 $415K
Moment Partners, LLC 0.07% No change 950 $415K
Collaborative Wealth Managment Inc. 0.19% Reduce -43.9% 949 $415K
DHJJ Financial Advisors, Ltd. 0.14% Add +5.0% 949 $414K
Elevation Wealth Management LLC 0.38% Reduce -33.3% 945 $413K
Stonebridge Financial Group, LLC 0.03% Add +84.4% 944 $412K
Flywheel Private Wealth LLC 0.23% No change 942 $411K
Define Financial, LLC 0.22% Add +0.1% 941 $411K
Oxinas Partners, LLC 0.19% Reduce -9.5% 938 $410K
FOCUS Wealth Advisors, LLC 0.20% No change 937 $409K
Clear Retirement Advice LLC 0.32% Reduce -11.9% 937 $409K
Trexquant Investment LP 0.00% Add +1.0% 935 $408K
Theory Financial LLC 0.14% No change 934 $408K
Meridian Financial Partners LLC 0.15% Reduce -1.1% 917 $408K
Gallagher Capital Advisors, LLC 0.27% Reduce -2.6% 5,601 $408K
Pursuit Wealth Strategies, LLC 0.57% Reduce -0.1% 933 $408K
BCR Wealth Strategies, LLC 0.13% Add +12.3% 933 $407K
Lyell Wealth Management, LP 0.03% Add +24.8% 931 $407K
Independence Wealth Advisors, LLC 0.21% No change 922 $403K
Northland Securities, Inc. 0.38% Reduce -31.4% 922 $403K
Advisory Advocates, LLC 0.41% Add +64.7% 919 $401K
Adkins Seale Capital Management LLC 0.40% No change 918 $401K
Sharp Wealth Advisory, LLC 0.20% Add +0.6% 917 $401K
MinichMacGregor Wealth Management, LLC 0.07% No change 916 $400K
WealthBridge Capital Management, LLC 0.09% Reduce -32.4% 915 $400K
Uhlmann Price Securities, LLC 0.03% New 908 $399K
Mystic Asset Management, Inc. 0.09% Add +2.9% 914 $399K
Hobart Private Capital, LLC 0.08% Reduce -0.5% 913 $399K
Westshore Wealth, LLC 0.14% Reduce -4.6% 912 $399K
Tarbox Family Office, Inc. 0.06% No change 912 $398K
Rockland Trust Co. 0.02% Add +0.4% 912 $398K
Goelzer Investment Management, Inc. 0.02% Add +45.8% 911 $398K
Shepherd Kaplan Krochuk, LLC 0.33% Reduce -12.8% 909 $397K
Verum Partners LLC 0.08% Add +21.0% 906 $396K
Meridian Wealth Partners, LLC 0.05% Add +5.5% 906 $396K
High Point Wealth Management, LLC 0.39% Reduce -9.9% 905 $396K
Montecito Bank & Trust 0.06% Add +10.1% 903 $394K
Camelot Technology Advisors, Inc. 0.29% No change 900 $393K
Appleton Partners Inc. 0.03% No change 899 $393K
Continuum Wealth Advisors, LLC 0.16% Reduce -46.7% 899 $393K
Napier Financial, LLC 0.09% New 896 $391K
Ferguson Shapiro LLC 0.12% No change 895 $391K
HM Payson & Co. 0.01% Add +5.4% 894 $390K
D'Orazio & Associates, Inc. 0.05% No change 892 $389K
Investment Partners, LTD. 0.14% Add +17.8% 887 $388K
Fortress Financial Group, LLC 0.29% No change 886 $387K
Cresta Advisors, Ltd. 0.16% Reduce -0.1% 882 $385K
Smith Thornton Advisors LLC 0.19% No change 881 $385K
6th Street Advisors, LLC 0.24% — 880 $384K
City Center Advisors, LLC 0.35% Add +3.4% 879 $384K
Gallacher Capital Management LLC 0.15% No change 878 $384K
Dividend Assets Capital, LLC 0.08% No change 878 $384K
LVZ, Inc. 0.04% Reduce -3.7% 878 $384K
Forbes Financial Planning, Inc. 0.22% No change 877 $383K
GEN Financial Management, INC. 0.24% Add +1.2% 875 $382K
Stone Wealth Partners 0.34% Reduce -0.6% 875 $382K
Corepath Wealth Partners LLC 0.26% No change 836 $382K
Carr Financial Group Corp 0.10% No change 873 $381K
Capital Advantage, Inc. 0.05% No change 867 $379K
Perkins Coie Trust Co 0.07% No change 866 $378K
Coston, McIsaac & Partners 0.09% Add +0.5% 866 $378K
JHP Wealth Management, LLC 0.36% Reduce -6.3% 865 $378K
Eagle Harbor Asset Management Inc. 0.32% No change 865 $378K
Schiavi & Co LLC 0.11% Reduce -4.2% 864 $377K
Princeton Capital Management LLC 0.10% Reduce -1.3% 860 $376K
Miramontes Capital, LLC 0.13% Add +3.2% 860 $376K
First City Capital Management, Inc. 0.20% Reduce -7.3% 857 $374K
Liberty Square Wealth Partners LLC 0.10% No change 857 $374K
Cogent Private Wealth, Inc. 0.27% Reduce -0.6% 856 $374K
Tennessee Valley Asset Management Partners 0.05% Reduce -26.0% 855 $374K
Old North State Wealth Management, LLC 0.17% Add +9.9% 853 $373K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -7.6% 852 $372K
Entrust Financial LLC 0.26% Add +0.1% 852 $372K
Taylor & Morgan Wealth Management, LLC 0.21% Reduce -0.3% 851 $372K
Fortress Private Ledger, LLC 0.12% Add +11.4% 849 $371K
Cooper Capital Advisors LLC 0.26% Add +0.7% 849 $371K
GAMCO Investors 0.00% Add +13.7% 849 $371K
Cheviot Value Management, LLC 0.04% No change 847 $370K
Pullen Investment Management, LLC 0.18% No change 842 $368K
Cornerstone Financial Management LLC 0.34% Reduce -11.9% 840 $367K
Traveka Wealth, LLC 0.14% Add +47.2% 839 $366K
Van Hulzen Asset Management, LLC 0.03% Reduce -57.4% 839 $366K
SmartHarvest Portfolios, LLC 0.15% Reduce -1.9% 836 $365K
Kapstone Financial Advisors LLC 0.18% New 834 $364K
Foundation Wealth Management, LLC 0.25% Add +0.2% 834 $364K
Ledyard National Bank 0.03% Reduce -0.1% 833 $364K
Lebenthal Global Advisors, LLC 0.05% Add +7.7% 830 $363K
Torrey-Payne Wealth Management, LLC 0.33% Reduce -14.9% 830 $363K
Platt Wealth Management LLC 0.35% No change 830 $362K
Sentinel Trust Co. Lba 0.04% No change 828 $362K
Clare Market Investments LLC 0.08% — 826 $361K
Secure Asset Management, LLC 0.06% Add +2.5% 826 $361K
NBT Bank, N.A. 0.02% Reduce -35.0% 826 $361K
Heritage Investment Group, Inc. 0.05% No change 823 $359K
Wilkerson Advisory Group LLC 0.12% Reduce -1.4% 820 $358K
Bank of Stockton 0.11% No change 820 $358K
LVM Capital Management Ltd. 0.03% No change 818 $357K
TrueWealth Advisors, LLC 0.09% Reduce -4.6% 817 $357K
Nilsine Partners, LLC 0.03% Add +614.7% 4,274 $357K
Jim Saulnier & Associates, LLC 0.17% Add +65.1% 814 $356K
Sigma Investment Counselors Inc. 0.02% Reduce -56.0% 814 $356K
TFO Wealth Partners, LLC 0.05% New 814 $356K
Bellevue Asset Management, LLC 0.18% Add +21.2% 811 $354K
Laurel Wealth Planning LLC 0.19% Reduce -18.1% 811 $354K
Fairview Capital Investment Management, LLC 0.02% Reduce -30.4% 811 $354K
Ducere Wealth Management LLC 0.14% Reduce -1.2% 810 $354K
CPC Advisors, LLC 0.06% No change 808 $353K
Howe & Rusling Inc. 0.02% Add +1.1% 808 $353K
Dynamic Wealth Strategies, LLC 0.20% No change 808 $353K
TRB Wealth Management, LLC 0.05% — 807 $352K
St. Clair Advisors, LLC 0.09% No change 807 $352K
First Interstate Bank 0.02% Add +20.7% 805 $352K
Heritage Wealth Advisors 0.01% No change 805 $351K
Stonekeep Investments, LLC 0.23% No change 804 $351K
SC&H Financial Advisors, Inc. 0.05% No change 802 $350K
Bristlecone Value Partners, LLC 0.31% New 802 $350K
Colony Family Offices, LLC 0.09% No change 802 $350K
Dynamic Financial Group 0.29% Add +0.8% 802 $350K
Cedarwood Wealth LLC 0.35% Reduce -25.1% 801 $350K
City National Bank of Florida 0.21% Add +60.6% 800 $349K
StoneCrest Wealth Management, Inc. 0.15% Reduce -26.5% 799 $349K
Resonant Capital Advisors, LLC 0.02% Reduce -5.7% 797 $348K
IRON Financial LLC 0.15% No change 797 $348K
Advanced Asset Management Advisors Inc 0.10% Add +3.1% 795 $347K
Global Wealth Management, LLC 0.19% Reduce -9.3% 795 $347K
Journey Strategic Wealth LLC 0.01% Reduce -9.7% 794 $347K
Kensington Investment Counsel, LLC 0.17% New 793 $346K
Well Done, LLC 0.05% Reduce -2.7% 792 $346K
Tranquility Partners, LLC 0.13% Add +6.3% 787 $344K
Safeguard Investment Advisory Group, LLC 0.09% Add +1.2% 785 $343K
TFR Capital, LLC. 0.11% Reduce -12.2% 784 $342K
Financially in Tune, LLC 0.29% Add +54.1% 780 $341K
Chatterton & Associates Inc. 0.24% New 736 $338K
Abacus Planning Group, Inc. 0.05% No change 774 $338K
Chesapeake Wealth Management 0.10% Add +0.4% 770 $336K
Anson Capital, Inc. 0.23% Add +0.3% 769 $336K
Evernest Financial Advisors, LLC 0.07% Add +500.1% 4,021 $336K
Tompkins Financial Corp. 0.03% Add +257.2% 768 $335K
Riverbridge Partners LLC 0.01% New 768 $335K
Members Wealth LLC 0.20% Add +500.4% 4,035 $335K
Montis Financial, LLC 0.07% New 767 $335K
Vermillion Wealth Management, Inc. 0.13% Add +3.1% 765 $334K
Waterloo Capital, L.P. 0.02% Reduce -7.2% 764 $334K
Saxony Capital Management, LLC 0.19% Reduce -0.8% 762 $333K
SJS Investment Consulting Inc. 0.04% Add +56.5% 762 $333K
LMCG Investments, LLC 0.02% Add +7.7% 760 $332K
American State Bank (Iowa) 0.16% Add +24.1% 758 $331K
Burns J W & Co. Inc. 0.04% Add +0.1% 757 $331K
Unique Wealth Strategies, LLC 0.14% Add +70.0% 755 $330K
Trevian Wealth Management LLC 0.16% No change 754 $329K
Tempus Wealth Planning, LLC 0.08% No change 753 $329K
United Bank 0.11% No change 753 $329K
Barclays PLC 0.00% New 752 $328K
Jackson Thornton Wealth Management, LLC 0.03% No change 712 $328K
Gutierrez Wealth Advisory, LLC 0.20% Add +58.6% 750 $328K
Ridgecrest Wealth Partners, LLC 0.18% Add +1.4% 749 $327K
Ironwood Investment Counsel, LLC 0.05% Reduce -2.5% 748 $327K
Foundation Wealth Management, LLC\PA 0.12% No change 748 $327K
TFC Financial Management, Inc. 0.04% Add +31.9% 748 $327K
Matisse Capital 0.14% No change 747 $326K
New Hampshire Trust 0.07% No change 747 $326K
Texas Bank & Trust Co 0.12% New 745 $325K
Columbia Bank 0.09% Add +17.3% 745 $325K
Aviance Capital Partners, LLC 0.04% No change 745 $325K
McDonough Capital Management, Inc 0.18% No change 745 $325K
Independent Wealth Advisors LLC 0.32% Add +0.1% 745 $325K
Croban 0.15% No change 743 $325K
ARS Wealth Advisors Group, LLC 0.03% Reduce -28.3% 741 $323K
Sagewood Asset Management LP 0.10% No change 740 $323K
Activest Wealth Management 0.06% Reduce -3.5% 739 $323K
Adapt Wealth Advisors, LLC 0.12% Reduce -0.7% 738 $322K
Jacobson & Schmitt Advisors, LLC 0.06% No change 737 $322K
Wagner Wealth Management, LLC 0.06% No change 736 $321K
Entrewealth, LLC 0.14% Reduce -60.2% 736 $321K
Clear Wave Wealth Management LLC 0.08% — 734 $321K
Prevail Innovative Wealth Advisors, LLC 0.05% Add +4.6% 734 $321K
James J. Burns & Company, LLC 0.04% Reduce -1.5% 733 $320K
Copia Wealth Management 0.22% Reduce -25.1% 733 $320K
Financial Freedom, LLC 0.16% Add +0.1% 729 $318K
LGL Partners, LLC 0.13% Add +0.1% 728 $318K
Silver Oak Wealth Advisors Services, LLC 0.21% No change 726 $317K
Maple Capital Management, Inc. 0.02% No change 721 $315K
Foresight Capital Management Advisors, Inc. 0.17% Reduce -1.4% 719 $314K
Patten Group, Inc. 0.05% Reduce -3.2% 718 $314K
Atticus Wealth Management, LLC 0.08% No change 716 $313K
Blackston Financial Advisory Group, LLC 0.20% Reduce -12.2% 714 $312K
Brown, Lisle/Cummings, Inc. 0.08% No change 714 $312K
Pacific Sage Partners, LLC 0.05% Reduce -22.9% 712 $311K
Capital City Trust Co. 0.07% Reduce -1.1% 711 $311K
Keating Financial Advisory Services, Inc. 0.05% Reduce -0.6% 710 $310K
Home Federal Bank of Tennessee 0.08% No change 705 $308K
Heritage Trust Co 0.03% Reduce -1.3% 704 $308K
Wealth Quarterback LLC 0.12% Reduce -0.8% 703 $307K
Smith Chas P & Associates Pa Cpas 0.02% No change 701 $306K
Pacifica Partners Inc. 0.10% Reduce -2.6% 701 $306K
Cynosure Group, LLC 0.04% Add +0.1% 701 $306K
Midland Wealth Advisors, LLC 0.02% Reduce -14.4% 700 $306K
BDFS Capital LLC 0.15% Add +12.0% 699 $305K
Vaughan David Investments LLC 0.01% No change 698 $305K
Meriwether Wealth & Planning, LLC 0.17% Add +4.5% 698 $305K
Alpha Financial Advisors, LLC 0.09% No change 697 $305K
Cullinan Associates Inc. 0.02% Add +6.7% 697 $304K
Beacon Financial Strategies CORP 0.17% No change 697 $304K
Sulzberger Capital Advisors, Inc. 0.31% Reduce -14.2% 696 $304K
True North Advisors, LLC 0.03% New 696 $304K
Bey-Douglas LLC 0.26% Reduce -50.2% 695 $304K
MLP3, LLC 0.34% Reduce -13.1% 695 $303K
PCG Wealth Advisors, LLC 0.08% Add +8.9% 694 $303K
LBJ Family Wealth Advisors, Ltd. 0.18% No change 720 $303K
Aspiring Ventures, LLC 0.10% No change 693 $303K
Client 1ST Advisory Group, LLC 0.09% No change 693 $303K
Legacy Wealth Asset Management, LLC 0.07% No change 693 $303K
Select Asset Management & Trust 0.09% No change 690 $301K
Mairs & Power Inc. 0.00% No change 688 $301K
Eastover Investment Advisors LLC 0.13% Add +10.7% 685 $299K
MPS Loria Financial Planners, LLC 0.08% Reduce -1.0% 681 $297K
ICONIQ Capital, LLC 0.01% No change 4,080 $297K
Oxbow Advisors, LLC 0.03% Reduce -36.5% 680 $297K
BankChampaign, National Association 0.29% New 677 $296K
Moss Adams Wealth Advisors LLC 0.02% No change 677 $296K
Burton Enright Welch 0.04% New 677 $296K
Snider Financial Group 0.09% No change 676 $295K
Tower Bridge Advisors 0.03% New 676 $295K
My Personal CFO, LLC 0.13% No change 675 $295K
Concorde Asset Management, LLC 0.14% Reduce -20.1% 674 $295K
PTM Wealth Management, LLC 0.16% No change 662 $294K
Seven Mile Advisory 0.21% Reduce -67.6% 673 $294K
Callan Family Office, LLC 0.01% Reduce -2.2% 672 $294K
Oak Wealth Advisors LLC 0.16% No change 672 $294K
Christine Messmer PC 0.19% No change 670 $293K
Cibc World Market Inc. 0.00% Reduce -9.7% 4,019 $293K
Gilman Hill Asset Management, LLC 0.04% No change 669 $292K
Melfa Wealth Management, Inc. 0.17% Reduce -7.7% 669 $292K
Financial Symmetry Inc 0.10% Add +500.0% 3,510 $292K
Jamison Private Wealth Management, Inc. 0.04% No change 666 $291K
McDonald Partners LLC 0.07% Reduce -3.3% 666 $291K
Baugh & Associates, LLC 0.13% New 663 $290K
KFG Wealth Management, LLC 0.04% Add +16.8% 662 $289K
Seek First Inc. 0.20% Reduce -6.6% 662 $289K
L & S Advisors Inc 0.04% Add +1.9% 662 $289K
Great Point Wealth Advisors, LLC 0.05% No change 661 $289K
Garton & Associates Financial Advisors LLC 0.24% Reduce -1.2% 660 $288K
Amarillo National Bank 0.05% New 660 $288K
JPL Wealth Management, LLC 0.07% Reduce -0.1% 659 $288K
Sierra Summit Advisors LLC 0.04% Reduce -40.1% 658 $288K
Precedent Wealth Partners, LLC 0.06% Reduce -11.8% 656 $287K
Straight Path Wealth Management 0.08% Reduce -3.3% 654 $286K
Legacy Financial Advisors, Inc. 0.04% No change 654 $286K
Paragon Advisors, LLC 0.08% Add +9.6% 653 $285K
Sather Financial Group Inc 0.02% Reduce -17.1% 653 $285K
Gen-Wealth Partners Inc 0.09% No change 653 $285K
Elevation Advisory Partners LLC 0.27% — 582 $285K
Veracity Capital LLC 0.10% Add +7.4% 652 $285K
Beaird Harris Wealth Management, LLC 0.02% No change 650 $284K
Rebalance, LLC 0.02% No change 648 $283K
COFG Advisors, LLC 0.07% Reduce -1.5% 648 $283K
Lee, Kelleher & Klein Wealth Management 0.17% Add +48.3% 648 $283K
Innova Wealth Partners 0.13% Add +6.6% 647 $283K
5th Street Advisors, LLC 0.12% No change 646 $282K
Integris Wealth Management, LLC 0.06% Reduce -1.5% 645 $282K
Cookson Peirce & Co. Inc. 0.01% No change 645 $282K
Accelerate Investment Advisors LLC 0.19% No change 643 $281K
Sterling Group Wealth Management, LLC 0.13% No change 643 $281K
Vident Advisory, LLC 0.00% New 641 $280K
New Insight Wealth Advisors 0.10% Add +3.5% 641 $280K
Physician Wealth Solutions Inc. 0.12% No change 637 $278K
Paces Ferry Wealth Advisors, LLC 0.12% Add +15.2% 636 $278K
National Wealth Management Group, LLC 0.10% Reduce -42.2% 636 $278K
Guidance Point Advisors, LLC 0.07% Reduce -0.6% 633 $277K
Essex Bank 0.06% Add +21.0% 633 $276K
Monetary Management Group Inc. 0.07% Add +565.3% 632 $276K
Park Capital Management, LLC / WI 0.27% Reduce -4.8% 631 $276K
Kaufman Rossin Wealth, LLC 0.16% Add +3.6% 631 $276K
Vigil Wealth Management, LLC 0.22% Reduce -2.2% 629 $275K
Ceeto Capital Group, LLC 0.08% No change 628 $274K
Victrix Investment Advisors 0.10% Add +12.6% 626 $273K
M.E. Allison & Co., Inc. 0.18% Reduce -25.3% 626 $273K
Kingsbury Capital Investment Advisors LLC 0.26% — 624 $273K
Etesian Wealth Advisors, Inc. 0.09% Add +0.7% 623 $272K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.6% 623 $272K
Silver Lake Advisory, LLC 0.11% Reduce -89.4% 623 $272K
Eagle Rock Investment Company, LLC 0.04% No change 622 $272K
Fagan Associates, Inc. 0.04% No change 622 $272K
RFG Holdings, Inc. 0.07% Reduce -4.8% 620 $271K
Koss-Olinger Consulting, LLC 0.02% No change 620 $271K
Teamwork Financial Advisors, LLC 0.03% New 620 $271K
Alesco Advisors, LLC, An ESL Co 0.01% No change 620 $271K
Courier Capital LLC 0.02% No change 619 $271K
Seneca House Advisors 0.11% Reduce -6.5% 619 $270K
Fairman Group, LLC 0.23% Add +20.0% 618 $270K
Brave Asset Management Inc. 0.06% No change 618 $270K
Landaas & Co. /Wi 0.06% Reduce -23.4% 617 $269K
QTR Family Wealth, LLC 0.11% Add +0.2% 565 $269K
Fortune Financial Advisors, LLC 0.14% New 616 $269K
Andrew Hill Investment Advisors, Inc. 0.24% No change 616 $269K
Core Wealth Management, Inc. 0.08% No change 616 $269K
Wheelhouse Advisory Group LLC 0.09% Reduce -7.3% 614 $268K
Cadent Capital Advisors, LLC 0.07% Reduce -3.8% 613 $268K
Tyche Wealth Partners LLC 0.04% No change 612 $267K
Wealthgarden F.S. LLC 0.18% Reduce -10.1% 612 $267K
Pennsylvania Capital Management Inc. 0.08% No change 609 $266K
Phoenix Wealth Advisors 0.10% Reduce -10.7% 608 $266K
Capstone Wealth Management Group LLC 0.16% Add +8.0% 607 $265K
Penney Financial, LLC 0.10% Add +17.0% 607 $265K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -9.5% 607 $265K
Warburton Capital Management, LLC 0.13% Add +0.2% 577 $265K
Professional Financial Solutions LLC 0.24% No change 606 $265K
Power Wealth Management LLC 0.10% Add +0.7% 606 $265K
Wealth Management Nebraska 0.03% Reduce -31.1% 606 $265K
Stillwater Capital Advisors, LLC 0.03% No change 605 $264K
HighRoad Wealth Advisors, LLC 0.26% Reduce -4.7% 603 $263K
Ignite Planners, LLC 0.04% Add +9.0% 603 $263K
Polaris Investment Advisors, LLC 0.19% No change 601 $262K
Symphony Financial, Ltd. Co. 0.03% New 610 $262K
JDM Financial Group LLC 0.10% No change 600 $262K
Lumbard & Kellner, LLC 0.09% No change 600 $262K
Evelyn Partners Investment Management Services Ltd 0.03% Reduce -15.7% 600 $262K
Nikulski Financial, Inc. 0.06% No change 598 $261K
Parker Investment Management, LLC 0.04% No change 598 $261K
Columbus Macro, LLC 0.03% No change 598 $261K
Lazari Capital Management, Inc. 0.09% Add +7.2% 598 $261K
Eagle Wealth Advisors LLC 0.24% No change 595 $260K
SlateStone Wealth, LLC 0.02% Reduce -4.8% 592 $259K
American Financial Advisors, LLC 0.03% Add +3.9% 592 $259K
Williamson Legacy Group, LLC 0.19% Reduce -3.7% 592 $259K
Harbour Investment Management LLC 0.14% No change 590 $258K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Reduce -50.0% 590 $258K
One Wealth Capital Management, LLC 0.11% Add +535.7% 3,096 $256K
Monument Group Wealth Advisors, LLC 0.14% Reduce -54.1% 584 $255K
Satovsky Asset Management LLC 0.04% No change 582 $254K
Van Cleef Asset Management,Inc 0.03% No change 582 $254K
Arcadia Wealth Management, Inc. 0.14% No change 580 $253K
Advisortrust Partners, LLC 0.11% Reduce -67.0% 580 $253K
Yarger Wealth Strategies, LLC 0.10% Add +0.2% 580 $253K
Oxler Private Wealth LLC 0.08% Add +0.2% 579 $253K
Bensler, LLC 0.03% Reduce -0.3% 578 $252K
1ST Source Bank 0.01% Reduce -2.7% 577 $252K
Drake & Associates, LLC 0.05% New 575 $251K
Cannon Wealth Management Services, LLC 0.17% Reduce -20.6% 571 $249K
Round Rock Advisors LLC 0.04% Reduce -1.2% 571 $249K
Rothschild Wealth LLC 0.02% Reduce -4.4% 569 $249K
Silver Oak Advisory Group, Inc. 0.11% No change 568 $248K
PMG Family Office LLC 0.28% Add +10.7% 567 $248K
Sonata Capital Group Inc. 0.09% No change 567 $248K
Henderson Brothers Financial Partners, LLC 0.06% — 566 $247K
Joseph P. Lucia & Associates, LLC 0.09% No change 565 $247K
Next Level Wealth Planning, LLC 0.13% Reduce -12.9% 565 $247K
Parcion Private Wealth LLC 0.02% New 564 $246K
Cornerstone Planning, LLC 0.06% No change 564 $246K
Family Capital Management, Inc. 0.11% No change 562 $246K
Lutz Financial Services LLC 0.02% Add +24.6% 562 $245K
Private Wealth Management Group, LLC 0.06% Reduce -4.8% 561 $245K
Arcus Capital Partners, LLC 0.09% Reduce -2.8% 558 $244K
Fort Point Capital Partners LLC 0.03% No change 557 $243K
Central Valley Advisors, LLC 0.07% New 556 $243K
Clarity Wealth Development LLC 0.20% Reduce -3.0% 557 $243K
Traphagen Investment Advisors LLC 0.02% Add +1.5% 556 $243K
Total Clarity Wealth Management, Inc. 0.06% Reduce -14.8% 553 $242K
Oak Asset Management, LLC 0.08% No change 551 $241K
Tactive Advisors, LLC 0.07% Reduce -10.4% 551 $241K
Morangie Management LLC 0.22% No change 550 $240K
Oakmont Investment Advisors, Inc. 0.22% No change 550 $240K
ABLE Financial Group, LLC 0.05% No change 550 $240K
Frisch Financial Group, Inc. 0.05% No change 549 $240K
Connecticut Capital Management Group, LLC 0.23% Reduce -2.3% 549 $240K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -43.9% 548 $239K
Kesler, Norman & Wride, LLC 0.04% No change 547 $239K
David J Yvars Group 0.13% No change 547 $239K
Corundum Group, Inc. 0.08% No change 547 $239K
Commerce Advisors, LLC 0.20% — 547 $239K
Stordahl Capital Management, Inc. 0.05% No change 546 $238K
Atlas Wealth LLC 0.09% Reduce -22.3% 545 $238K
Palatine Hill Wealth Management, LLC 0.21% Reduce -4.7% 543 $237K
Encompass More Asset Management 0.04% Reduce -3.0% 542 $237K
Legacy Trust 0.05% Add +26.9% 542 $237K
Bucket List Wealth Management, LLC 0.14% Reduce -49.0% 542 $237K
East Coast Asset Management, LLC. 0.08% Reduce -8.8% 541 $236K
MeadowBrook Investment Advisors LLC 0.21% No change 540 $236K
ARS Investment Partners, LLC 0.01% Reduce -8.8% 539 $236K
Elm Partners Management LLC 0.01% Add +39.2% 3,361 $235K
Hilton Head Capital Partners, LLC 0.13% No change 538 $235K
Financial Planning Hawaii, Inc. 0.14% Add +0.6% 536 $234K
Capstone Financial Advisors, Inc. 0.01% No change 535 $234K
MorganRosel Wealth Management, LLC 0.09% No change 535 $234K
Stenger Family Office, LLC 0.04% Add +12.9% 535 $234K
Capstone Wealth Management, Inc. 0.20% No change 525 $233K
LBMC Investment Advisors, LLC 0.01% Reduce -1.9% 531 $232K
Urban Wealth Management, LLC 0.24% No change 531 $232K
Eaton-Cambridge Inc. 0.07% Add +19.7% 529 $231K
Asset One Wealth Management LLC 0.03% Add +500.0% 2,832 $231K
Mengis Capital Management, Inc. 0.04% Reduce -1.7% 528 $231K
Carson Advisory Inc. 0.12% Add +5.2% 528 $231K
MY Wealth Management Inc. 0.22% Add +8.8% 621 $230K
Grey Ledge Advisors, LLC 0.05% Reduce -0.4% 523 $229K
Soundwatch Capital LLC 0.03% Reduce -37.7% 521 $228K
Annandale Capital, LLC 0.04% Add +10.7% 519 $227K
Global Wealth Strategies & Associates 0.06% Reduce -27.8% 519 $227K
Endowment Wealth Management, Inc. 0.10% Add +3.2% 518 $226K
Total Investment Management Inc. 0.03% Add +9.1% 517 $226K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -17.8% 517 $226K
Trust Point Inc. 0.02% Reduce -0.8% 517 $226K
Aerodigm Wealth, LLC 0.08% No change 516 $225K
Sun Group Wealth Partners 0.18% No change 514 $225K
Nottingham Advisors, Inc. 0.03% Add +0.2% 512 $224K
Meridian Investment Counsel Inc. 0.05% No change 509 $222K
Balance Wealth Partners LLC 0.07% New 508 $222K
McClarren Financial Advisors, Inc. 0.13% Reduce -61.7% 508 $222K
Fiduciary Advisors, Inc. 0.17% Reduce -1.0% 508 $222K
Waddell & Associates, LLC 0.01% Reduce -19.7% 506 $221K
PlanVest Financial, Inc 0.17% — 503 $220K
Investment Partners Asset Management, Inc. 0.14% No change 502 $219K
TCP Asset Management, LLC 0.03% No change 501 $219K
Unified Investment Management 0.22% No change 500 $218K
M. Kraus & Co 0.06% Reduce -6.0% 500 $218K
Fiduciary Family Office, LLC 0.06% Reduce -41.5% 500 $218K
Evergreen Advisors, LLC 0.05% No change 499 $218K
Greenline Wealth Management LLC 0.25% Add +24.5% 498 $218K
Stone House Investment Management, LLC 0.04% Add +4.6% 498 $218K
Chartist Inc. 0.16% No change 497 $217K
Stephenson & Company, Inc. 0.12% Reduce -6.4% 497 $217K
One Degree Advisors Inc 0.06% No change 497 $217K
Resurgent Financial Advisors LLC 0.08% New 497 $217K
Northstar Financial Companies, Inc. 0.17% Reduce -10.3% 496 $217K
Axim Planning & Wealth 0.26% Add +12.5% 495 $216K
Magnolia Private Wealth, LLC 0.14% No change 495 $216K
Financial Strategies Group, Inc. 0.04% Add +500.0% 2,586 $216K
CV Advisors LLC 0.06% New 2,964 $216K
Wynn Capital, LLC 0.11% No change 492 $215K
Curated Wealth Partners LLC 0.03% Reduce -65.8% 492 $215K
Old Port Advisors 0.05% Add +0.2% 491 $214K
Iams Wealth Management, LLC 0.07% Reduce -1.6% 490 $214K
Stonebridge Capital Advisors LLC 0.01% Add +7.9% 490 $214K
Rathbones Group PLC 0.00% No change 490 $214K
Albion Financial Group 0.01% No change 489 $214K
Piedmont Capital Management, LLC 0.14% No change 489 $214K
Bell Investment Advisors, Inc 0.03% No change 488 $213K
O'ROURKE & COMPANY, Inc 0.08% Reduce -12.9% 487 $213K
Twin Peaks Wealth Advisors, LLC 0.05% No change 486 $212K
Sensible Money, LLC 0.06% No change 486 $212K
Garden State Investment Advisory Services LLC 0.05% No change 485 $212K
Advocate Investing Services LLC 0.18% Add +0.2% 485 $212K
Waycross Investment Management Co 0.20% No change 483 $211K
Astra Wealth Partners LLC 0.13% No change 481 $210K
Wiser Wealth Management, Inc 0.05% New 480 $210K
Aegis Wealth Management, Inc. 0.16% Add +3.9% 479 $209K
Shearwater Capital LLC 0.11% New 477 $208K
Ring Mountain Capital, LLC 0.11% No change 477 $208K
Peirce Capital Management, LLC 0.08% New 476 $208K
RPS Advisory Solutions LLC 0.12% Reduce -5.0% 475 $208K
American National Bank & Trust 0.02% Reduce -5.0% 475 $207K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -1.7% 466 $207K
Ascent Wealth Partners, LLC 0.02% New 474 $207K
CJM Wealth Advisers, Ltd. 0.06% Add +4.6% 474 $207K
Stonehearth Capital Management, LLC 0.08% No change 471 $206K
Security National Bank 0.03% Reduce -9.1% 469 $205K
Wealthcare Capital Partners, LLC 0.10% Reduce -12.8% 465 $203K
IMPACTfolio, LLC 0.09% No change 464 $203K
Shoker Investment Counsel, Inc. 0.06% No change 462 $202K
Delta Asset Management LLC 0.02% Reduce -17.2% 461 $201K
ASL Financial, LLC 0.16% No change 459 $200K
Equita Financial Network, Inc. 0.06% New 458 $200K
Godsey & Gibb, Inc. 0.02% Add +3.6% 458 $200K
EPG Wealth Management LLC 0.05% Add +12.3% 455 $199K
Cornerstone National Bank & Trust Co 0.07% No change 442 $195K
High Note Wealth, LLC 0.04% Add +1.1% 444 $194K
Cornerstone Planning Group LLC 0.03% Add +760.2% 2,271 $191K
Sachetta, LLC 0.10% No change 429 $187K
Lynch Asset Management, Inc. 0.06% Reduce -3.2% 429 $187K
Ameritas Investment Partners, Inc. 0.01% Add +0.2% 427 $186K
IFG Advisory, LLC 0.53% Reduce -98.5% 424 $185K
Hamilton Point Investment Advisors, LLC 0.03% No change 420 $183K
Toronto Dominion Bank 0.00% Add +264.9% 416 $182K
Lloyd Advisory Services, LLC. 0.05% Reduce -88.6% 416 $182K
Kingdom Financial Group LLC. 0.05% Add +89.1% 416 $182K
WFA of San Diego, LLC 0.14% Reduce -71.9% 411 $180K
Elevate Wealth Advisory, Inc. 0.11% No change 408 $178K
Roxbury Financial LLC 0.16% No change 408 $178K
Key Capital Management, INC 0.12% Add +35.7% 407 $178K
Walsh & Associates, LLC 0.18% No change 407 $178K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -36.4% 401 $175K
McMillan Office, Inc. 0.02% New 400 $175K
Trifecta Capital Advisors, LLC 0.03% No change 395 $173K
Davis Capital Management 0.12% No change 391 $171K
NorthAvenue LLC 0.13% No change 388 $169K
Proathlete Wealth Management LLC 0.05% No change 385 $168K
Community Financial Services Group, LLC 0.03% Reduce -11.2% 373 $165K
Atlas Capital Advisors Inc. 0.02% Add +1740.0% 368 $161K
Bangor Savings Bank 0.01% No change 360 $157K
Gables Capital Management Inc. 0.07% Add +1.4% 2,132 $155K
YANKCOM Partnership 0.06% Reduce -2.2% 353 $154K
C M Bidwell & Associates Ltd. 0.07% No change 351 $153K
Merkkuri Wealth Advisors LLC 0.10% New 350 $153K
First Financial Corp. 0.06% No change 348 $152K
Rakuten Securities, Inc. 0.06% Add +44.5% 344 $150K
MidFirst Bank 0.01% Reduce -55.0% 343 $150K
Paladin Advisory Group, LLC 0.11% Reduce -0.9% 339 $148K
Grand Wealth Management, LLC 0.07% No change 335 $146K
Manning & Napier Advisors LLC 0.00% No change 332 $145K
Sittner & Nelson, LLC 0.05% No change 331 $145K
MassMutual Private Wealth & Trust, FSB 0.00% No change 331 $145K
True Link Financial Advisors, LLC 0.01% New 330 $144K
Founders Capital Management 0.07% No change 324 $142K
Mark Sheptoff Financial Planning, LLC 0.07% Add +500.7% 1,640 $138K
Union Savings Bank 0.06% No change 316 $138K
Legacy Bridge, LLC 0.05% No change 314 $137K
Comprehensive Financial Planning, Inc. 0.09% No change 313 $137K
Citizens National Bank Trust Department 0.02% No change 313 $137K
Duncker Streett & Co. Inc. 0.03% No change 306 $134K
Caitlin John, LLC 0.08% Reduce -7.0% 306 $134K
Pin Oak Investment Advisors Inc. 0.09% No change 303 $132K
SYM FINANCIAL Corp 0.01% Reduce -14.4% 302 $132K
Merrithew & Thorsten Inc 0.12% Add +0.3% 301 $131K
Clean Yield Group 0.04% Reduce -14.6% 293 $128K
Valley Wealth Managers, Inc. 0.01% No change 293 $128K
TrustBank 0.05% New 290 $127K
Innovative Asset Advisors Group, LLC 0.07% — 287 $125K
Opal Wealth Advisors, LLC 0.03% New 286 $125K
Wolff Wiese Magana LLC 0.07% No change 285 $124K
Clearstead Trust, LLC 0.02% No change 284 $124K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 284 $124K
Blue Bell Private Wealth Management, LLC 0.02% No change 284 $124K
Creative Capital Management Investments LLC 0.04% No change 281 $123K
Kozak & Associates, Inc. 0.02% Add +4.0% 261 $122K
Ascentis Wealth Management, LLC 0.03% Reduce -56.1% 277 $121K
USA Financial Formulas 0.02% Reduce -76.8% 276 $121K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $121K
Lodestone Wealth Management LLC 0.05% No change 273 $119K
Pension & Wealth Management Advisors, Inc. 0.04% Add +92.9% 270 $118K
Bernard Wealth Management Corp. 0.05% No change 269 $117K
Kimelman & Baird, LLC 0.01% No change 261 $114K
Physician Wealth Advisors, Inc. 0.02% No change 259 $113K
Kennebec Savings Bank 0.10% No change 258 $113K
Ankerstar Wealth, LLC 0.12% Reduce -19.8% 252 $110K
Roble, Belko & Company, Inc 0.01% No change 251 $110K
Sunrise Financial Services, LLC 0.08% New 251 $110K
Capital Investment Counsel, Inc 0.01% No change 251 $110K
KERR FINANCIAL PLANNING Corp 0.07% Add +280.4% 1,278 $105K
Versant Capital Management, Inc 0.01% No change 236 $103K
Financial Consulate, Inc. 0.01% No change 232 $101K
Wellington-Altus USA Inc. 0.06% Add +568.6% 1,170 $101K
Global Trust Asset Management, LLC 0.04% No change 230 $100K
Insight Inv LLC 0.05% No change 223 $97K
Whipplewood Advisors, LLC 0.05% No change 220 $96K
Corsicana & Co. 0.06% Reduce -8.3% 254 $94K
Purpose Unlimited Inc. 0.00% New 205 $89K
Tidemark, LLC 0.02% Reduce -21.5% 204 $89K
Ameriflex Group, Inc. 0.04% Add +17.3% 203 $89K
Triumph Capital Management 0.02% No change 201 $88K
10Elms LLP 0.06% New 200 $87K
Luken Investment Analytics, LLC 0.03% No change 200 $87K
GW&K Investment Management, LLC 0.00% No change 200 $87K
Investors Portfolio Services LLC 0.08% No change 199 $87K
Rice Partnership, LLC 0.01% Reduce -7.7% 192 $84K
Burk Holdings LLC 0.03% New 186 $81K
Cypress Capital Management LLC (WY) 0.07% No change 180 $79K
Strategic Advisory Partners, LLC 0.06% New 177 $77K
Front Row Advisors LLC 0.03% Add +941.2% 177 $77K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -84.0% 172 $75K
Tradewinds Capital Management, LLC 0.01% No change 171 $75K
Field & Main Bank 0.02% No change 170 $74K
Princeton Global Asset Management LLC 0.01% No change 170 $74K
Centennial Bank 0.03% No change 163 $71K
Owl Creek Wealth Partners LLC 0.02% — 160 $70K
Retirement Wealth Solutions LLC 0.04% No change 159 $69K
Godfrey Financial Associates, Inc. 0.06% Reduce -0.6% 158 $69K
Darwin Wealth Management, LLC 0.02% No change 157 $69K
GGM Financial LLC 0.03% No change 154 $67K
Morris Financial Concepts, Inc. 0.02% No change 152 $66K
MPWM Advisory Solutions, LLC 0.04% No change 151 $66K
City Holding Co. 0.01% Reduce -3.9% 150 $66K
Atwood & Palmer Inc. 0.00% No change 149 $65K
Bear Mountain Capital, Inc. 0.02% No change 129 $64K
Orion Capital Management LLC 0.02% Add +3.6% 145 $63K
Morton Brown Family Wealth, LLC 0.02% No change 143 $62K
CoreFirst Bank & Trust 0.03% No change 140 $61K
Evelyn Partners Asset Management Ltd 0.02% Add +460.0% 140 $61K
Disciplina Capital Management LLC 0.01% No change 140 $61K
Pacific Center for Financial Services 0.02% No change 139 $61K
MTM Investment Management, LLC 0.02% Reduce -19.3% 138 $60K
Alerus Financial NA 0.00% No change 129 $56K
Woodard & Co. Asset Management Group Inc. 0.01% No change 128 $56K
Resources Management Corp. /CT/ 0.01% Add +66.7% 125 $55K
one8zero8, LLC 0.01% Reduce -15.5% 125 $55K
Noble Wealth Management PBC 0.03% No change 123 $54K
Aventura Private Wealth, LLC 0.02% No change 123 $54K
Rosenberg Matthew Hamilton 0.01% No change 123 $54K
Richards, Merrill & Peterson, Inc. 0.02% No change 121 $53K
CNB Bank 0.02% No change 118 $52K
True Wealth Design, LLC 0.01% Add +245.4% 114 $50K
Frazier Financial Advisors, LLC 0.03% No change 112 $49K
Magnolia Wealth Management, LLC 0.03% New 111 $48K
Birchwood Financial Partners, Inc. 0.04% No change 105 $46K
Kings Path Partners LLC 0.02% No change 102 $45K
Strengthening Families & Communities, LLC 0.01% New 100 $44K
Essential Partners LLC 0.01% No change 100 $44K
Grove Bank & Trust 0.00% No change 100 $44K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $44K
Barnes Dennig Private Wealth Management LLC 0.04% No change 98 $43K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 98 $43K
Arvest Investments, Inc. 0.01% No change 98 $43K
First Community Trust NA 0.03% Reduce -5.8% 97 $42K
McGuire Capital Advisors Inc. 0.03% Reduce -17.1% 97 $42K
ARK Investment Management 0.00% Reduce -27.3% 93 $40K
Redwood Park Advisors LLC 0.03% No change 92 $40K
Ulland Investment Advisors, LLC 0.03% No change 90 $39K
TOWER TRUST & INVESTMENT Co 0.03% No change 88 $38K
Strategic Advocates LLC 0.16% Reduce -98.2% 85 $37K
Murphy & Mullick Capital Management Corp 0.03% No change 85 $37K
Nova Wealth Management, Inc. 0.02% No change 81 $35K
Cardinal Strategic Wealth Guidance 0.01% No change 80 $35K
Ramirez Asset Management, Inc. 0.00% No change 80 $35K
DecisionPoint Financial, LLC 0.01% Add +46.3% 79 $35K
Joseph Group Capital Management 0.01% New 76 $33K
Kilter Group LLC 0.01% No change 75 $33K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 74 $32K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -40.8% 74 $32K
Strategic Wealth Advisors LLC 0.02% No change 72 $31K
Team Financial Group, LLC 0.01% No change 70 $31K
Protective Life Corp. 0.10% New 70 $31K
Biltmore Family Office, LLC 0.00% Reduce -45.8% 65 $28K
Riverview Trust Co 0.03% No change 64 $28K
Byrne Asset Management LLC 0.02% No change 62 $27K
Family Manage LLC 0.00% No change 60 $26K
Prudent Man Investment Management, Inc. 0.01% No change 52 $25K
Bullseye Investment Management, LLC 0.01% No change 57 $25K
Kentucky Trust Co 0.01% No change 56 $24K
HighMark Wealth Management LLC 0.01% No change 55 $24K
Bullock Wealth Management Group 0.01% New 52 $23K
Clark Wealth Partners 0.01% Add +37.8% 51 $22K
Peachtree Investment Partners, LLC 0.01% No change 50 $22K
Reyes Financial Architecture, Inc. 0.02% New 49 $21K
Allianz SE 0.00% Add +4.8% 285 $21K
Curio Wealth, LLC 0.01% No change 47 $21K
Paladin Partners, LLC 0.01% No change 43 $19K
Sherman Asset Management, Inc. 0.02% No change 41 $18K
ROSS\JOHNSON & Associates LLC 0.29% Reduce -2.7% 36 $16K
Midway Capital Research & Management 0.01% New 36 $16K
Glassy Mountain Advisors, Inc. 0.00% New 35 $15K
Old Second National Bank of Aurora 0.00% Reduce -22.2% 35 $15K
CrossGen Wealth, LLC 0.01% No change 33 $14K
Dogwood Wealth Management LLC 0.01% No change 32 $14K
Red Reef Advisors LLC 0.01% No change 31 $14K
Monetary Solutions, Ltd 0.01% No change 28 $12K
1 North Wealth Services LLC 0.00% No change 25 $11K
Chesapeake Asset Management LLC 0.01% No change 25 $11K
Daytona Street Capital LLC 0.01% No change 23 $10K
JFS Wealth Advisors, LLC 0.00% New 23 $10K
Bayban 0.01% No change 23 $10K
Absher Wealth Management, LLC 0.00% New 23 $10K
Van Den Berg Management I, Inc. 0.00% Reduce -37.1% 22 $10K
Central Pacific Bank - Trust Division 0.00% No change 22 $10K
Anfield Capital Management, LLC 0.00% No change 21 $9K
Greykasell Wealth Strategies, Inc. 0.00% No change 20 $9K
Mechanics Financial Corp 0.00% No change 20 $9K
SIMA Wealth Partners, LLC 0.01% No change 17 $8K
NWK Group, Inc. 0.00% No change 17 $7K
Steigerwald, Gordon & Koch Inc. 0.00% No change 17 $7K
SRH Advisors, LLC 0.00% New 15 $7K
Wallace Hart LLC 0.01% No change 13 $6K
Vision Financial Markets LLC 0.01% No change 13 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -67.5% 13 $5K
Bfsg, LLC 0.00% No change 12 $5K
Bulwark Capital Corp 0.00% No change 12 $5K
Lowe Brockenbrough & Co. Inc. 0.00% No change 10 $4K
Arlington Trust Co LLC 0.00% Reduce -94.1% 9 $4K
Benson Wealth Management INC 0.00% No change 8 $3K
Capital & Planning, LLC 0.00% New 8 $3K
Investors Research Corp 0.00% New 6 $3K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
Arcadia Investment Management Corp. 0.00% No change 5 $2K
Pflug Koory, LLC 0.00% No change 4 $2K
Quent Capital, LLC 0.00% Reduce -60.0% 4 $2K
Wealth Science Advisors LLC 0.00% New 2 $976
Basepoint Wealth LLC 0.00% No change 2 $874
LM Advisors LLC 0.00% New 226 $518

"% 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.