Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2026 (June 30)
2,901holders +158
228new positions
71sold out
10famous investors
$86.46avg. 13F price*

At the end of Q2 2026, 2,901 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 158 from Q1 2026. 228 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($28.8B), Jones Financial Companies LLLP ($18.1B) and Morgan Stanley ($7.7B). 10 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions228$338.1M
Exits71$43.3M

All 13F filers, Q1 2026 → Q2 2026: 80,488,048 shares bought and 125,074,462 shares sold, net −44,586,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,901 holders

Bank of America Corp. 1.86% Add +2.0% 334,520,544 $28.8B
Jones Financial Companies LLLP 7.26% Reduce -6.9% 219,112,994 $18.1B
Morgan Stanley 0.41% Add +0.4% 89,529,557 $7.7B
Envestnet Asset Management Inc. 1.19% Add +12.2% 58,557,269 $5.0B
Financial Engines Advisors L.L.C. 5.95% Reduce -0.4% 38,876,521 $3.3B
UBS Group AG 0.49% Reduce -1.0% 36,061,562 $3.1B
LPL Financial LLC 0.65% Add +3.1% 33,367,717 $2.9B
Wells Fargo & Company 0.39% Reduce -1.4% 26,191,295 $2.3B
Ameriprise Financial Inc. 0.41% Reduce -1.8% 23,707,792 $2.0B
EP Wealth Advisors, LLC 7.68% Add +6.5% 23,330,170 $2.0B
Raymond James Financial Inc. 0.51% Add +2.0% 21,880,400 $1.9B
Tiaa-Cref Individual & Institutional Services, LLC 6.06% Reduce -1.1% 20,430,648 $1.8B
Pathstone Holdings, LLC 3.96% Add +1603.0% 15,758,373 $1.4B
FMR LLC 0.06% Reduce -1.7% 15,218,429 $1.3B
Mather Group, Llc. 11.42% Add +417.7% 15,202,294 $1.3B
Alliancebernstein L.P. 0.42% Add +89.8% 2,891,669 $1.3B
Cetera Investment Advisers 1.15% Add +6.2% 14,652,011 $1.3B
Royal Bank of Canada 0.20% Add +1.9% 13,743,482 $1.2B
PNC Financial Services Group, Inc. 0.58% Reduce -0.7% 13,625,687 $1.2B
Rwa Wealth Partners, LLC 11.11% Add +2.1% 13,463,288 $1.2B
JPMorgan Chase & Co. 0.06% No change 11,692,264 $992.1M
Mariner, LLC 1.00% Reduce -1.9% 11,171,893 $962.3M
D.A. Davidson & Co. 5.21% Add +0.6% 10,927,884 $941.3M
Northwestern Mutual Wealth Management Co. 0.50% Add +2.2% 10,888,180 $937.9M
Bank of New York Mellon Corp 0.15% Reduce -2.2% 10,634,944 $916.1M
HighTower Advisors, LLC 0.80% Add +1.0% 9,627,196 $829.3M
Commonwealth Equity Services, LLC 0.99% Reduce -3.8% 9,146,871 $787.9M
Sei Investments Co. 0.68% Add +1.6% 8,977,301 $773.3M
Moneta Group Investment Advisors LLC 5.51% Reduce -83.0% 8,638,955 $744.2M
Captrust Financial Advisors 1.12% Add +7.3% 8,516,080 $733.6M
Osaic Holdings, Inc. 0.81% Add +8.2% 7,959,331 $685.7M
Modera Wealth Management, LLC 7.07% Add +3.2% 7,690,071 $662.4M
Performance Wealth Partners, LLC 16.30% Reduce -0.3% 7,621,304 $656.5M
Mission Wealth Management, LP 8.09% Add +27.3% 7,536,277 $649.2M
Citigroup Inc. 0.29% Add +25.4% 7,250,283 $624.5M
Goldman Sachs Group Inc. 0.06% Reduce -1.7% 7,101,778 $611.7M
Vantagepoint Investment Advisers LLC 4.38% Reduce -1.9% 6,789,918 $584.9M
Corient Private Wealth LP 0.80% Reduce -21.1% 6,713,568 $578.3M
Truist Financial Corp. 0.65% Add +1.7% 6,330,358 $545.3M
Choreo, LLC 5.91% Add +0.1% 6,247,469 $538.3M
Signature Estate & Investment Advisors LLC 8.61% Reduce -6.5% 5,553,529 $478.4M
Cerity Partners LLC 0.55% Add +25.9% 5,261,607 $453.3M
Merit Financial Group, LLC 2.65% Add +0.1% 4,950,558 $426.4M
Waverly Advisors, LLC 2.39% Add +2.9% 4,770,796 $411.0M
MML Investors Services, LLC 0.82% Add +16.7% 4,642,430 $399.9M
CBIZ Investment Advisory Services, LLC 14.44% Reduce -83.3% 904,105 $394.9M
Stifel Financial Corp. 0.32% Add +1.7% 4,507,151 $388.3M
Sanctuary Advisors, LLC 1.79% Add +7.2% 4,488,264 $386.6M
Wealthspire Advisors, LLC 2.09% Add +8.6% 4,415,332 $380.3M
Waldron Private Wealth LLC 13.08% Add +3.4% 4,384,499 $377.7M
Focus Partners Wealth 0.37% Reduce -2.4% 4,244,024 $365.6M
Natixis Advisors, LLC 0.41% Reduce -16.7% 4,221,531 $363.6M
Cullen/Frost Bankers, Inc. 3.55% Add +6.2% 4,180,396 $360.1M
Lincoln National Corp. 8.98% Reduce -5.6% 4,071,643 $350.7M
Baird Financial Group, Inc. 0.48% Add +4.8% 4,032,317 $347.3M
Kestra Advisory Services, LLC 1.06% Add +0.4% 3,806,366 $327.9M
Beacon Pointe Advisors, LLC 1.52% Add +2.8% 3,787,752 $326.3M
Cambridge Investment Research Advisors, Inc. 0.72% Add +14.6% 3,704,637 $319.1M
Rockefeller Capital Management L.P. 0.49% Reduce -0.3% 3,676,126 $316.7M
Bell Bank 11.83% Reduce -1.3% 3,599,467 $310.1M
Arax Advisory Partners 2.01% Add +136.9% 3,519,123 $303.1M
Assetmark, Inc. 0.52% Reduce -1.8% 3,499,308 $301.4M
Charles Schwab Investment Management Inc. 0.04% Reduce -1.7% 3,440,932 $296.4M
Retirement Investment Advisors, Inc. 20.44% Add +5.2% 3,327,139 $286.6M
United Capital Financial Advisors, LLC 1.55% Reduce -2.0% 3,261,088 $281.4M
Wealth Enhancement Advisory Services, LLC 0.43% Add +6.1% 2,974,350 $259.0M
Avior Wealth Management, LLC 6.25% Add +5.6% 2,759,568 $237.6M
Savant Capital, LLC 0.68% Add +59.6% 1,888,047 $232.3M
Garde Capital, Inc. 10.31% Add +0.8% 2,670,986 $230.1M
Brookstone Capital Management 2.30% Add +3.7% 2,655,293 $228.7M
Coldstream Capital Management Inc. 2.88% Reduce -29.1% 2,648,650 $228.2M
Invictus Private Wealth, LLC 11.92% Add +0.9% 2,576,840 $222.0M
Equitable Holdings, Inc. 1.31% Reduce -35.1% 2,542,101 $219.0M
Woodmont Investment Counsel LLC 11.87% Add +1.4% 2,524,114 $217.4M
Stephens Group Asset Management, LLC 11.98% Add +0.1% 2,460,865 $212.0M
Truepoint, Inc. 4.40% Reduce -3.7% 2,445,104 $210.6M
NewEdge Advisors, LLC 0.63% Add +0.6% 2,441,322 $210.3M
Creative Planning 0.11% Add +4.0% 2,251,293 $193.9M
Sequoia Financial Advisors, LLC 0.94% Add +5.5% 2,187,134 $188.4M
Orion Porfolio Solutions, LLC 1.44% Add +18.6% 2,181,783 $187.9M
Mosaic Family Wealth Partners, LLC 12.68% Add +7.7% 2,173,600 $187.3M
&partners 0.76% Add +12.1% 2,160,364 $186.1M
BOK Financial Private Wealth, Inc. 9.44% No change 2,136,784 $184.1M
Japan Science & Technology Agency 3.43% No change 2,105,718 $181.4M
Everhart Financial Group, Inc. 11.41% Add +5.9% 2,069,696 $178.3M
Cornerstone Management, Inc. 24.71% Reduce -3.2% 1,994,250 $171.8M
Rezny Wealth Management, Inc. 31.30% Add +2.6% 1,993,744 $171.7M
Betterment LLC 0.28% Add +1.2% 1,953,898 $168.3M
Bank of Hawaii 8.24% Reduce -6.6% 1,940,390 $167.1M
Simon Quick Advisors, LLC 6.71% Add +2.8% 1,928,693 $166.1M
Fifth Third Bancorp 0.26% Reduce -1.2% 1,836,631 $158.2M
RMR Wealth Builders 9.72% Add +14.4% 1,816,708 $156.5M
Summit Financial, LLC 1.71% Add +6.4% 1,813,507 $156.2M
OpenArc Corporate Advisory, LLC 1.79% Add +30.1% 1,749,120 $150.7M
Becker Capital Management Inc. 3.84% Add +3.2% 1,659,535 $143.0M
Strategies Wealth Advisors, LLC 12.71% Add +1.0% 1,649,735 $142.1M
Mercer Global Advisors Inc. 0.17% No change 1,632,494 $140.6M
Glenmede Trust Co. NA 0.61% Add +1.0% 1,595,899 $137.5M
Members Trust Co 4.24% Reduce -0.8% 1,582,375 $136.3M
White Lighthouse Investment Management Inc. 16.58% Add +3.8% 1,544,459 $133.0M
Blair William & Co. 0.34% Add +1.6% 1,526,650 $131.5M
Bessemer Group Inc. 0.18% Reduce -30.5% 1,521,794 $131.1M
Financial Synergies Wealth Advisors, Inc. 11.07% Reduce -2.6% 1,515,767 $130.6M
Relyea Zuckerberg Hanson LLC 10.74% Add +1.1% 1,495,364 $128.8M
Mountain Capital Investment Advisors Inc. 17.84% Reduce -84.5% 1,454,679 $125.3M
Martel Wealth Advisors LLC 19.68% Add +2.9% 1,452,410 $125.1M
Steward Partners Investment Advisory, LLC 0.63% Add +2.1% 1,435,072 $123.6M
Brandywine Oak Private Wealth LLC 9.35% Add +0.6% 1,429,857 $123.2M
Private Advisor Group, LLC 0.56% Reduce -49.7% 1,421,882 $122.5M
Clark Asset Management, LLC 9.53% Add +6.3% 1,409,521 $121.4M
Advisors Capital Management, LLC 1.30% Add +7.1% 1,407,673 $121.3M
71 West Capital Partners 4.19% Reduce -2.7% 1,407,442 $121.2M
Bleakley Financial Group, LLC 1.54% Add +1.4% 1,404,506 $121.0M
Atria Investments, Inc 1.19% Add +22.1% 1,382,122 $119.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.82% Reduce -2.8% 1,376,479 $118.6M
HCR Wealth Advisors 10.45% Add +1.9% 1,355,155 $116.7M
Pinnacle Financial Partners, Inc. 0.79% Add +1.7% 1,348,377 $116.1M
Exchange Traded Concepts, LLC 0.57% Add +16.6% 1,330,946 $114.6M
CENTRAL TRUST Co 2.07% Reduce -3.6% 1,330,069 $114.6M
Cary Street Partners Financial LLC 2.46% Reduce -8.1% 1,325,972 $112.4M
Balentine LLC 3.97% Reduce -30.8% 1,296,527 $111.7M
AQR Capital Management 0.04% Add +30.6% 1,292,359 $111.3M
EverSource Wealth Advisors, LLC 3.73% Reduce -41.5% 1,282,340 $110.5M
One Day In July LLC 7.60% Add +3.7% 1,268,563 $109.3M
CSM Advisors, LLC 2.25% Add +0.9% 1,224,556 $105.5M
Allworth Financial LP 0.44% Add +0.8% 1,206,562 $103.9M
Cresset Asset Management, LLC 0.38% Add +1.4% 1,203,016 $103.6M
Trust Co of Tennessee 17.98% Reduce -12.9% 1,194,201 $102.9M
Vestmark Advisory Solutions, Inc. 0.96% Add +34.3% 1,192,521 $102.7M
Pathway Financial Advisors LLC 11.96% Reduce -2.9% 1,199,589 $102.6M
CreativeOne Wealth, LLC 2.17% Add +2.0% 1,164,534 $100.3M
Two Sigma Investments, LP 0.08% Reduce -78.1% 1,150,200 $99.1M
Parkway Wealth Management Group, LLC 11.36% Reduce -0.8% 1,141,794 $98.4M
Crane Advisory, LLC 13.84% Add +1.0% 1,113,696 $96.4M
Vista Capital Partners, Inc. 8.43% Reduce -2.5% 1,118,890 $96.4M
MAI Capital Management 0.37% Add +42.2% 1,114,224 $96.0M
US Bancorp \de 0.10% Reduce -1.7% 1,108,162 $95.5M
Berger Financial Group, Inc 4.87% Reduce -2.6% 1,106,002 $95.3M
Concurrent Investment Advisors, LLC 0.79% Add +40.4% 1,073,414 $92.5M
Vanguard Advisers Inc. 0.31% Add +2.5% 1,069,677 $92.1M
Silvercrest Asset Management Group LLC 0.60% Add +2.4% 1,063,030 $91.6M
Inspirion Wealth Advisors, LLC 10.40% Add +5.7% 1,052,890 $90.7M
Kestra Private Wealth Services, LLC 0.99% Add +2.9% 1,048,954 $90.4M
Pasadena Private Wealth, LLC 11.44% Reduce -4.1% 1,035,344 $89.2M
Howard Capital Management, LLC 1.05% Reduce -0.3% 1,027,145 $88.5M
Northern Trust Corp. 0.01% Reduce -0.2% 1,015,801 $87.5M
Cahill Financial Advisors Inc. 8.33% Add +1.2% 1,007,937 $86.8M
Quantinno Capital Management LP 0.10% Add +14.6% 1,006,814 $86.7M
Signaturefd, LLC 1.16% Add +2.7% 1,005,342 $86.6M
UMB Bank, n.a. 1.09% Reduce -3.6% 996,127 $85.8M
Florida Trust Wealth Management Co 2.07% Add +0.7% 964,154 $83.1M
Granite Bay Wealth Management, LLC 7.65% Add +6506.6% 964,042 $83.0M
Envestnet Portfolio Solutions, Inc. 0.39% Add +2.8% 949,202 $81.8M
Gotham Asset Management 0.19% Add +11.1% 948,861 $81.7M
Presilium Private Wealth, LLC 12.45% Reduce -2.5% 941,433 $81.1M
Janney Montgomery Scott LLC 0.16% Add +13.8% 937,700 $80.8M
Venture Visionary Partners LLC 2.23% Reduce -0.6% 929,025 $80.0M
Chicago Partners Investment Group LLC 1.57% Reduce -82.8% 932,446 $78.1M
DAVENPORT & Co LLC 0.40% Add +6.5% 899,647 $77.5M
Strategic Investment Advisors / MI 4.67% Reduce -0.3% 896,392 $77.2M
Vise Technologies, Inc. 0.87% Add +25.1% 895,910 $77.2M
Lido Advisors, LLC 0.27% Reduce -15.8% 880,459 $75.8M
Blue Edge Capital, LLC 9.10% Reduce -0.5% 879,889 $75.8M
Stephens Inc. 0.85% Add +0.5% 875,866 $75.4M
Bank of Montreal 0.03% Add +5.6% 874,516 $75.3M
Elevation Point Wealth Partners, LLC 1.39% Add +123.0% 871,237 $75.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.70% Add +16.4% 870,799 $75.0M
Hirtle & Co., LLC 2.59% Reduce -1.4% 858,558 $74.0M
Stevens Capital Partners 14.04% Reduce -6.7% 856,907 $73.8M
Bokf, NA 1.01% Add +0.7% 853,996 $73.6M
Magnus Financial Group LLC 5.21% Add +3.1% 850,288 $73.2M
Affinity Capital Advisors, LLC 9.01% Add +2.4% 841,422 $72.9M
M&T Bank Corp 0.21% Add +0.2% 838,589 $72.2M
Brickley Wealth Management 10.34% Add +1.0% 835,687 $72.0M
Quantum Financial Planning Services, Inc. 22.06% Add +4.5% 825,945 $71.1M
Permanens Capital L.P. 7.31% Add +19.8% 825,415 $71.1M
Partners in Financial Planning 10.77% Add +0.8% 824,863 $71.1M
Condor Capital Management 5.30% Reduce -2.0% 821,008 $70.7M
Destination Wealth Management 1.65% Reduce -0.3% 819,218 $70.6M
Sage Financial Group Inc. 3.90% Reduce -2.3% 817,902 $70.5M
Retirement Planning Group, LLC 1.79% Add +87.9% 817,700 $70.4M
Tiaa Trust, National Association 4.13% Reduce -0.3% 810,898 $69.9M
Trust Co 6.22% Reduce -2.0% 800,723 $69.0M
Systematic Alpha Investments, LLC 1.81% Reduce -83.3% 784,030 $67.5M
Nadler Financial Group, Inc. 5.72% Reduce -2.5% 783,592 $67.5M
Gleason Group, Inc. 5.84% Reduce -2.6% 777,251 $67.0M
American Trust 5.13% Reduce -7.3% 772,322 $66.5M
Harbour Investments, Inc. 0.89% Add +5.5% 768,216 $66.2M
Thrivent Financial for Lutherans 0.11% Add +6.1% 755,825 $65.3M
Neuberger Berman Group LLC 0.04% Add +159.2% 745,011 $64.2M
IFP Advisors, Inc 1.16% Reduce -6.0% 742,981 $64.0M
Grey Fox Wealth Advisors, LLC 10.00% Add +2.9% 739,754 $63.7M
Connecticut Wealth Management, LLC 2.34% Reduce -2.6% 735,408 $63.3M
Strategic Blueprint, LLC 3.17% Add +33.0% 735,402 $63.3M
SP Asset Management LLC 5.07% Add +0.3% 733,495 $63.2M
Principle Wealth Partners LLC 3.12% Reduce -0.6% 732,355 $63.1M
Trustmark Bank Trust Department 3.74% Reduce -3.5% 728,319 $62.7M
Checchi Capital Advisers, LLC 3.99% Add +1315.8% 727,809 $62.7M
Root Financial Partners, LLC 2.43% Reduce -0.9% 725,524 $62.5M
Strategic Investment Solutions, Inc. 13.95% Reduce -16.0% 708,044 $61.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.31% Reduce -1.4% 703,389 $60.6M
Golden Road Advisors LLC 29.28% Add +1.6% 700,912 $60.4M
Summit Financial Wealth Advisors, LLC 7.49% Add +1.3% 679,485 $58.5M
MBM Wealth Consultants, LLC 11.07% Add +2.7% 666,368 $57.4M
Foundations Investment Advisors, LLC 0.58% Add +1.1% 658,936 $56.8M
Mitchell McLeod Pugh & Williams Inc. 6.87% Add +3.8% 650,199 $56.0M
CFS Investment Advisory Services, LLC 3.72% Add +1.2% 652,189 $55.8M
Wealthfront Advisers LLC 0.11% Add +3.9% 637,823 $54.9M
Wealth Analytics Partners, LLC 19.87% Reduce -1.5% 630,086 $54.8M
J.W. Cole Advisors, Inc. 0.94% New 633,442 $54.6M
Warwick Investment Management, Inc. 6.09% Add +44.1% 629,625 $54.2M
Fee-Only Financial Planning, L.C. 29.06% Reduce -1.1% 629,499 $54.2M
Mesirow Financial Investment Management, Inc. 0.84% Add +5.4% 622,377 $53.6M
TL Private Wealth 19.54% Reduce -2.7% 620,337 $53.3M
Old Mission Investment Co LLC 11.05% Add +1.0% 615,335 $53.0M
Perigon Wealth Management, LLC 0.84% Reduce -1.6% 614,209 $52.9M
Cornerstone Wealth Advisors, Inc. 11.03% No change 611,057 $52.6M
First Horizon Corp. 2.02% Add +1.4% 610,032 $52.5M
Rise Advisors, LLC 14.79% Reduce -2.9% 609,959 $52.5M
Duncan Williams Asset Management, LLC 11.80% Add +2.4% 607,777 $52.4M
Marino, Stram & Associates LLC 8.29% Add +2.9% 603,992 $52.0M
AE Wealth Management LLC 0.24% Add +1.1% 602,395 $51.9M
Dodds Wealth, LLC 11.63% Reduce -1.3% 600,150 $51.7M
Strata Wealth Advisors, LLC 12.45% Reduce -0.6% 592,408 $51.0M
Chaney Capital Management, Inc. 15.90% Reduce -16.4% 587,146 $50.6M
Mainsail Asset Management, LLC 19.79% Add +2.9% 592,078 $50.5M
GenWealth Group, Inc. 7.83% Add +0.5% 583,351 $50.2M
Wealth Management Strategies, Inc. 19.58% Add +5.6% 581,578 $50.1M
JNBA Financial Advisors 3.79% Reduce -0.8% 581,566 $50.1M
Global Strategic Investment Solutions, LLC 4.48% No change 580,979 $50.0M
Certified Advisory Corp 4.03% Add +0.7% 580,439 $50.0M
PFG Advisors 2.48% Reduce -2.4% 571,575 $49.2M
Jacobsen Capital Management 14.34% Reduce -1.0% 569,155 $49.0M
First Pacific Financial 5.82% No change 566,990 $48.8M
One Capital Management, LLC 1.36% Reduce -83.3% 111,641 $48.8M
Wolff Financial Management LLC 9.68% Add +1.0% 563,790 $48.6M
HB Wealth Management, LLC 0.27% Add +15.0% 557,703 $48.0M
Ni Acquisitions Company, LLC 20.29% — 551,896 $47.5M
Mgo One Seven LLC 0.79% Add +0.8% 551,787 $47.5M
Compound Planning, Inc. 1.23% Add +3.0% 544,731 $46.9M
Cambridge Associates LLC /Ma/ 0.67% Add +0.7% 540,084 $46.5M
Global Retirement Partners, LLC 0.70% — 535,081 $46.1M
VestGen Advisors, LLC 1.35% Reduce -82.2% 533,784 $46.0M
Bishop & Co Investment Management, LLC 14.07% Add +0.6% 530,376 $45.7M
Joel Isaacson & Co., LLC 1.30% Add +5.8% 523,090 $45.1M
Eagle Strategies LLC 4.46% Add +103.0% 521,516 $44.9M
Capital Wealth Management, LLC 10.74% Add +3.0% 518,759 $44.7M
Nwam LLC 2.22% Reduce -1.2% 515,743 $44.4M
Brown Advisory Inc. 0.07% Reduce -4.3% 513,362 $44.2M
Destiny Wealth Partners, LLC 6.17% Reduce -5.4% 513,656 $43.8M
Newton One Investments LLC 10.97% Reduce -2.5% 505,882 $43.6M
TIAA Wealth Investment Management LLC 0.29% Add +371.3% 509,868 $43.3M
Scott Capital Advisors, LLC 6.75% Reduce -1.2% 500,282 $43.1M
Advisory Services Network, LLC 0.49% Add +3.1% 493,893 $42.5M
Fifth Third Securities, Inc. 2.41% Reduce -0.4% 491,538 $42.3M
Lake Street Private Wealth, LLC 4.79% Reduce -0.2% 484,778 $41.8M
Franklin Resources Inc. 0.01% Reduce -2.5% 484,413 $41.7M
Integrated Wealth Concepts LLC 0.27% Add +16.8% 479,122 $41.3M
Commerce Bank 0.18% Add +0.7% 477,706 $41.1M
Arcadia Wealth Management, LLC 12.79% Reduce -0.9% 472,892 $40.7M
Financial Advisory Partners, LLC 10.60% Add +2.7% 471,062 $40.6M
McNamara Financial Services, Inc. 6.98% Add +1.0% 469,940 $40.5M
Marble Wealth, LLC 6.15% Add +4.1% 466,691 $40.2M
TD Capital Management LLC 3.24% No change 460,518 $39.7M
Bragg Financial Advisors, Inc 1.06% Add +0.3% 459,273 $39.6M
Stratos Investment Management, LLC 1.43% Reduce -5.6% 459,215 $39.6M
Tilson Financial Group, Inc. 10.85% Add +5.4% 457,942 $39.4M
Legacies Wealth LLC 21.61% Add +5.3% 457,940 $39.4M
Farther Finance Advisors, LLC 0.31% Add +15.2% 455,234 $39.2M
Wealthspan Partners, LLC 12.34% Add +0.5% 454,623 $39.2M
Pure Financial Advisors, LLC 0.50% Reduce -1.3% 453,868 $39.1M
American Investment Services, Inc. 8.22% Reduce -5.1% 451,625 $38.9M
Brookwood Investment Group LLC 4.47% Add +5.1% 447,622 $38.6M
Aire Advisors, LLC 6.27% Add +0.1% 447,120 $38.5M
Apella Capital, LLC 0.54% Reduce -0.2% 447,495 $38.4M
Anderson Hoagland & Co. 3.01% Reduce -6.6% 445,408 $38.4M
Evolution Advisers, Inc. 14.01% Add +2.9% 442,641 $38.1M
TritonPoint Partners, LLC 3.11% Add +3678.6% 435,067 $37.5M
IMA Advisory Services, Inc. 2.32% New 430,119 $37.1M
Wealth Alliance Advisory Group, LLC 5.34% Add +0.2% 428,848 $36.9M
Penserra Capital Management LLC 0.28% New 427,691 $36.8M
Tritonpoint Wealth, LLC 3.61% Reduce -23.9% 426,520 $36.7M
Crews Bank & Trust 4.77% Add +4.3% 424,148 $36.5M
Legacy Financial Group, Inc. 8.52% Reduce -2.6% 423,930 $36.5M
Kingsview Wealth Management, LLC 0.44% Reduce -2.3% 423,135 $36.4M
Websterrogers Financial Advisors, LLC 9.19% Add +5.9% 416,280 $35.9M
Tobias Financial Advisors, Inc. 4.53% Reduce -0.2% 414,195 $35.7M
VeraBank, N.A. 5.89% Add +10.9% 413,193 $35.6M
Nuveen, LLC 0.01% New 409,055 $35.2M
Meridian Wealth Management, LLC 1.09% Add +1.9% 399,284 $35.2M
Financial Advisors Network, Inc. 4.31% Add +3.7% 408,191 $35.2M
REAP Financial Group, LLC 6.00% Add +4.3% 407,870 $35.1M
Trek Financial, LLC 1.74% Add +162.2% 407,437 $35.1M
Cambridge Capital Management, LLC 13.27% Reduce -0.8% 405,103 $34.9M
Great Valley Advisor Group, Inc. 0.55% Reduce -0.2% 402,640 $34.7M
Black Diamond Financial, LLC 3.05% Reduce -1.4% 401,654 $34.6M
Prospera Financial Services Inc 0.50% Reduce -6.6% 399,200 $34.4M
Dagco, Inc. 6.33% Add +5.7% 397,557 $34.2M
Cannon Financial Strategists, Inc. 3.88% Add +0.3% 395,858 $34.1M
AdvisorNet Financial, Inc 1.56% Add +12.3% 395,280 $34.0M
Warner Financial, Inc. 10.00% Add +2.2% 394,862 $34.0M
Investment Advisory Group, LLC 7.38% Add +8.0% 394,770 $34.0M
Zhang Financial LLC 0.99% Add +5.8% 393,248 $33.9M
TD Private Client Wealth LLC 0.62% Reduce -3.0% 392,904 $33.8M
Everett Harris & Co. 0.42% Reduce -0.8% 391,833 $33.8M
Ellis Investment Partners, LLC 5.10% Reduce -2.0% 390,392 $33.6M
Belpointe Asset Management LLC 1.09% Reduce -2.9% 387,547 $33.4M
Parker Financial LLC 12.17% Reduce -2.2% 386,251 $33.3M
Carter Financial, LLC 24.92% Reduce -0.4% 385,809 $33.2M
Waterford Advisors, LLC 9.07% Add +2.8% 385,700 $33.2M
United Financial Planning Group LLC 16.87% Add +2.5% 385,232 $33.2M
Sovereign Financial Group, Inc. 5.07% Add +2.0% 384,778 $33.1M
Spreng Capital Management, Inc. 11.97% Add +71.1% 382,074 $32.9M
Stratos Wealth Partners, LTD. 0.33% Add +5.0% 381,162 $32.8M
BlueStem Wealth Partners, LLC 3.26% Reduce -2.2% 380,355 $32.8M
Blankinship & Foster, LLC 6.57% Reduce -5.5% 378,149 $32.6M
R. W. Roge & Company, Inc. 13.78% Reduce -1.1% 377,056 $32.5M
Ameritas Advisory Services, LLC 0.66% Add +158.9% 376,110 $32.4M
BTC Capital Management, Inc. 1.96% Reduce -1.6% 375,591 $32.4M
Trust Co of the South 4.50% Add +9.1% 371,311 $32.0M
Tulsa Wealth Advisors, INC 4.45% Add +9.9% 366,691 $31.6M
Clearstead Advisors, LLC 0.30% Reduce -27.8% 366,233 $31.5M
Beacon Financial Group 2.86% Add +1.5% 365,100 $31.4M
Nations Financial Group Inc, /Ia/ 1.50% Add +0.6% 364,203 $31.4M
Arete Wealth Advisors, LLC 2.06% Add +3.5% 361,436 $31.2M
Towerpoint Wealth, LLC 10.78% Reduce -3.8% 360,346 $31.0M
GoalVest Advisory LLC 5.72% Reduce -14.7% 358,178 $30.9M
Francis Financial, Inc. 5.06% Reduce -2.1% 358,024 $30.8M
Savvy Advisors, Inc. 0.66% Add +8.6% 356,638 $30.7M
Cutler Investment Counsel LLC 2.88% Add +0.8% 355,675 $30.6M
DeDora Capital, Inc. 6.62% Reduce -10.6% 353,822 $30.5M
Decker Wealth Management LLC 6.45% Add +1.5% 352,395 $30.4M
25 LLC 8.30% Reduce -1.4% 351,738 $30.3M
FWG Holdings, LLC 10.47% Add +7.7% 361,064 $30.1M
Clayton Financial Group LLC 16.55% Add +2.1% 347,445 $29.9M
Veery Capital, LLC 8.03% Reduce -0.5% 347,008 $29.9M
Cora Capital Advisors LLC 8.38% Add +1.2% 346,628 $29.9M
Beaumont Financial Advisors, LLC 1.88% Reduce -1.0% 343,561 $29.6M
BlackRock, Inc. 0.00% Add +12.0% 342,709 $29.5M
Dominguez Wealth Management Solutions, Inc. 16.25% Add +0.7% 342,303 $29.5M
B. Riley Wealth Advisors, Inc. 1.60% Reduce -0.2% 345,642 $29.3M
Hiley Hunt Wealth Management 11.52% Add +1.3% 338,573 $29.2M
Curran Financial Partners, LLC 4.34% Add +18.6% 338,321 $29.1M
Arkadios Wealth Advisors 0.45% Add +14.9% 336,442 $29.0M
Creative Financial Designs Inc. 1.38% Reduce -4.2% 335,461 $28.9M
Krilogy Financial LLC 0.85% Reduce -1.9% 333,026 $28.7M
Flagship Wealth Advisors, LLC 6.41% Add +31.7% 332,342 $28.6M
Taylor Financial Group, Inc. 15.69% Reduce -9.0% 331,273 $28.5M
Beacon Capital Management, LLC 4.18% Reduce -20.6% 331,249 $28.5M
Oak Root LLC 3.14% Add +9.3% 330,492 $28.5M
CIBC Bancorp USA Inc. 0.04% Add +5.1% 329,781 $28.3M
Ieq Capital, LLC 0.13% Reduce -40.0% 328,480 $28.3M
Acorn Creek Capital LLC 9.39% Reduce -2.6% 326,037 $28.1M
Kohmann Bosshard Financial Services, LLC 2.36% Add +7.6% 322,697 $27.8M
OneDigital Investment Advisors LLC 0.23% Add +4.6% 322,638 $27.8M
Associated Banc-Corp 0.66% Add +3.5% 321,776 $27.7M
Evergreen Capital Management LLC 0.48% Reduce -7.0% 319,999 $27.6M
O'shaughnessy Asset Management, LLC 0.13% Reduce -8.9% 319,819 $27.5M
Baltimore-Washington Financial Advisors, Inc. 1.03% Add +2.8% 319,760 $27.5M
LaSalle St. Investment Advisors, LLC 3.35% Reduce -5.0% 317,854 $27.4M
Atlantic Union Bankshares Corp 0.45% Add +6.9% 314,762 $27.1M
BIP Wealth, LLC 0.77% Add +13.2% 314,734 $27.1M
Advantage Trust Co 9.51% Add +1.0% 313,684 $27.0M
Oppenheimer & Co. Inc. 0.29% Add +4.2% 313,372 $27.0M
Dakota Wealth Management 0.52% Reduce -0.3% 312,902 $27.0M
IAG Wealth Partners, LLC 2.65% Add +1.8% 310,621 $26.8M
Regal Investment Advisors LLC 1.38% Reduce -2.9% 307,894 $26.5M
Forvis Mazars Wealth Advisors, LLC 0.44% Reduce -2.4% 304,554 $26.2M
RFG Advisory, LLC 0.41% Add +1.7% 302,163 $26.0M
Whitegate Investment Counselors, Inc. 7.35% Add +1.1% 299,579 $25.8M
Stephen J. Garry & Associates, LLC 18.80% Reduce -3.7% 299,155 $25.8M
Baron Silver Stevens Financial Advisors, LLC 3.26% Add +2.8% 298,638 $25.7M
Citizens Financial Group Inc. 0.31% Add +15.6% 298,384 $25.7M
Integrated Wealthcare, LLC 19.17% Add +0.3% 297,818 $25.7M
Werba Rubin Papier Wealth Management 3.10% Add +8.5% 296,253 $25.5M
World Investment Advisors 0.42% Reduce -52.2% 167,019 $25.5M
Prosperity Planning, Inc. 8.16% Add +1.9% 295,226 $25.4M
Arista Wealth Management, LLC 2.74% No change 295,158 $25.4M
Market Street Wealth Management Advisors LLC 3.56% Add +0.8% 290,322 $25.0M
CoreCap Advisors, LLC 0.73% Reduce -4.0% 288,211 $24.8M
Berkshire Money Management, Inc. 2.27% Reduce -0.3% 288,061 $24.8M
Impact Partnership Wealth, LLC 2.41% Reduce -31.7% 287,764 $24.8M
Leonard Rickey Investment Advisors P.L.L.C. 3.86% Add +2.7% 285,014 $24.6M
Stage Harbor Financial, LLC 14.16% Add +2.5% 284,550 $24.5M
NewEdge Wealth, LLC 0.25% Add +1.2% 283,847 $24.5M
Rochester Wealth Strategies, LLC 13.47% Reduce -7.8% 282,436 $24.3M
Bay Harbor Wealth Management, LLC 5.59% Reduce -1.7% 281,336 $24.2M
Moneco Advisors, LLC 1.47% Add +2.9% 279,062 $24.0M
Legacy Edge Advisors, LLC 2.21% Reduce -0.9% 278,734 $24.0M
Noble Family Wealth, LLC 4.26% Reduce -2.0% 276,518 $23.8M
DiPaolo Financial Group, Inc. 15.54% Add +5.1% 276,073 $23.8M
Peterson Wealth Services 5.17% Reduce -7.7% 275,181 $23.7M
NORTHSTAR ASSET MANAGEMENT Co 4.46% Add +1.5% 283,849 $23.7M
IVC Wealth Advisors LLC 9.22% Reduce -1.6% 274,451 $23.6M
Sapient Capital LLC 0.31% Add +4.3% 272,971 $23.5M
Private Advisory Group LLC 1.30% Add +17.2% 270,900 $23.3M
Founders Grove Wealth Partners, LLC 4.59% Add +0.8% 266,833 $23.0M
Focus Partners Advisor Solutions, LLC 0.19% Add +16.3% 266,619 $23.0M
Cornerstone Advisory, LLC 1.91% Add +3.2% 266,465 $23.0M
Bluespring Wealth Management, LLC 0.44% Add +162.6% 266,157 $22.9M
Ashton Thomas Private Wealth, LLC 0.48% Reduce -1.4% 266,088 $22.9M
Capital Analysts, LLC 0.53% Add +3.1% 264,815 $22.8M
Kennicott Capital Management LLC 10.56% Reduce -23.7% 264,765 $22.8M
Founders Financial Securities LLC 1.16% Add +60.0% 263,753 $22.7M
Regent Peak Wealth Advisors LLC 4.21% Reduce -1.0% 263,714 $22.7M
Roof Eidam Maycock Peralta, LLC 4.47% Add +0.6% 263,185 $22.7M
Hopwood Nicholas Hunter 6.20% Add +0.5% 262,180 $22.6M
Aries Wealth Management 4.41% Add +3.0% 260,784 $22.5M
LVW Advisors, LLC 1.91% Reduce -9.8% 257,052 $22.1M
Brown Wealth Management, LLC 4.95% Reduce -0.1% 256,846 $22.1M
Prime Capital Investment Advisors, LLC 0.21% Add +3.4% 256,738 $22.1M
Leeward Financial Partners, LLC 5.79% Add +1.5% 256,418 $22.1M
Aspire Private Capital, LLC 4.53% Reduce -0.6% 254,189 $21.9M
Capital Investment Advisory Services, LLC 1.35% Add +70.5% 253,186 $21.8M
Olistico Wealth, LLC 9.31% Add +414.9% 1,302,906 $21.8M
Gill Capital Partners, LLC 5.76% Add +1.1% 252,268 $21.7M
Romano Brothers and Company 2.17% Add +0.2% 250,904 $21.6M
Falcon Wealth Planning 1.36% Add +3.1% 250,109 $21.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -3.9% 248,000 $21.4M
Midwest Trust Co 0.24% Add +12.6% 247,501 $21.3M
Matrix Private Capital Group LLC 9.22% Add +1.1% 246,121 $21.2M
Milestone Investment Advisors LLC 4.56% Reduce -0.2% 245,212 $21.1M
Hohimer Wealth Management, LLC 2.18% Add +0.5% 244,770 $21.1M
Enclave Advisors LLC 2.75% Reduce -5.5% 244,578 $21.1M
Ausdal Financial Partners, Inc. 0.83% Reduce -2.1% 244,365 $21.0M
Gemmer Asset Management LLC 1.40% Add +2.5% 242,586 $20.9M
Mayfair Advisory Group, LLC 6.27% Add +3.3% 249,138 $20.8M
Silicon Valley Capital Partners 1.68% Add +1.0% 241,290 $20.8M
Robertson Stephens Wealth Management, LLC 0.51% Add +56.1% 240,623 $20.7M
Odyssey Group, LLC 5.59% — 239,737 $20.7M
Geneos Wealth Management Inc. 0.42% Add +12.5% 239,177 $20.6M
FC Advisory LLC 5.40% No change 236,515 $20.4M
VVR Holdings LLC 8.79% Reduce -0.7% 235,987 $20.3M
Smith & Howard Wealth Management, LLC 4.18% Reduce -1.0% 235,899 $20.3M
Snowden Capital Advisors LLC 0.48% Add +10.4% 234,933 $20.2M
Heartwood Wealth Advisors LLC 1.57% No change 234,644 $20.2M
Cyndeo Wealth Partners, LLC 0.95% Add +1.4% 234,304 $20.2M
Rodgers & Associates, LTD 1.83% Add +1.6% 233,969 $20.2M
Caprock Group, LLC 0.39% Add +9.5% 233,600 $20.1M
Topel & Distasi Wealth Management, LLC 9.71% Reduce -0.4% 233,543 $20.1M
IHT Wealth Management, LLC 0.43% Reduce -1.6% 232,760 $20.0M
SCS Capital Management LLC 0.19% Reduce -0.3% 230,877 $19.9M
Quotient Wealth Partners, LLC 0.47% Add +1.8% 229,166 $19.7M
Novem Group 1.99% Add +0.2% 227,982 $19.6M
Titleist Asset Management, LLC 1.32% Reduce -1.8% 227,726 $19.6M
Keeler & Nadler Financial Planning & Wealth Management 5.56% Add +3.0% 227,328 $19.6M
PCA Investment Advisory Services Inc. 5.40% Reduce -0.7% 224,766 $19.4M
Apollon Wealth Management, LLC 0.23% Add +14.7% 223,377 $19.2M
Facet Wealth, Inc. 0.27% Add +3.8% 222,105 $19.1M
CPA Asset Management Group, LLC 5.49% Add +90.4% 221,397 $19.1M
IFG Advisory, LLC 0.67% Add +8579.7% 220,812 $19.0M
Mutual Advisors, LLC 0.36% Add +1.8% 220,685 $19.0M
One Charles Private Wealth Services, LLC 4.37% Add +3.8% 220,144 $19.0M
Laurel Oak Wealth Management, LLC 2.71% Reduce -6.2% 216,078 $18.6M
Go Invest LLC 4.37% Reduce -0.5% 215,780 $18.6M
St. Louis Trust Co 2.12% No change 116,477 $18.6M
Texas Yale Capital Corp. 0.40% Reduce -0.3% 215,012 $18.5M
Howard Wealth Management, LLC 6.84% No change 214,780 $18.5M
Planning Alternatives Ltd. 1.98% Reduce -0.9% 214,634 $18.5M
Kathmere Capital Management, LLC 0.98% Reduce -0.8% 213,164 $18.4M
Regions Financial Corp. 0.11% Add +6.5% 213,002 $18.3M
Synergy Investment Management, LLC 4.41% Reduce -2.3% 211,823 $18.2M
Johnson Investment Counsel Inc. 0.13% Add +11.8% 210,372 $18.1M
Coastal Bridge Advisors, LLC 1.11% Add +10.4% 208,190 $17.9M
GW Henssler & Associates Ltd. 0.79% Add +2.5% 206,558 $17.8M
GenTrust, LLC 0.68% Reduce -1.9% 206,173 $17.8M
Copper Harbor Investment Advisors, LLC 3.74% — 205,074 $17.7M
Clark Financial Services Group Inc. 8.33% Add +2.8% 204,753 $17.6M
Thayer Financial, L.L.C. 16.01% Add +2.2% 204,557 $17.6M
First Heartland Consultants, Inc. 1.13% Reduce -2.0% 202,854 $17.5M
Harbor Investment Advisory, LLC 1.22% Add +0.2% 202,475 $17.4M
Blueline Advisors LLC 12.07% Add +3.1% 202,400 $17.4M
Karpus Management, Inc. 0.50% Reduce -0.5% 201,907 $17.4M
Independent Financial Group, LLC 0.33% Add +3.8% 201,898 $17.4M
DDFG, Inc 3.45% Reduce -1.3% 201,735 $17.4M
Archford Capital Strategies, LLC 1.76% Reduce -1.8% 201,727 $17.4M
D. E. Shaw & Co. 0.01% New 201,707 $17.4M
Payne Capital Management, LLC 4.62% Reduce -2.3% 201,200 $17.3M
Salomon & Ludwin, LLC 1.43% Reduce -2.1% 201,162 $17.3M
Third View Private Wealth, LLC 2.11% Add +4.2% 198,544 $17.1M
STAR Financial Bank 6.96% Add +22.7% 198,385 $17.1M
Oak Harvest Investment Services 1.60% Reduce -2.8% 198,125 $17.1M
MCF Advisors LLC 0.61% Add +8.0% 197,185 $17.0M
Chilton Investment Co. Inc. 0.41% Reduce -11.2% 196,728 $16.9M
Prosperity Advisers, LLC 12.24% Add +2.3% 196,317 $16.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.87% Reduce -2.0% 196,224 $16.9M
Robinswood Financial LLC 4.82% Reduce -0.9% 195,103 $16.8M
FWG Investments, LLC. 8.84% Add +12.5% 194,010 $16.7M
Thrive Wealth Management, LLC 2.15% Add +0.4% 193,880 $16.7M
Beirne Wealth Consulting Services, LLC 3.32% Add +0.1% 193,821 $16.7M
Gladstone Institutional Advisory LLC 0.53% Add +2.1% 193,222 $16.6M
Safir Wealth Advisors, LLC 10.77% Add +0.7% 192,377 $16.6M
Kendall Capital Management 2.76% Add +5.0% 192,258 $16.6M
SouthState Bank Corp 0.69% Add +0.6% 191,362 $16.5M
Beacon Bridge Wealth Partners, LLC 4.68% Add +3.1% 190,527 $16.4M
Five Pine Wealth Management 9.26% Reduce -2.3% 190,059 $16.4M
Junk Investment Group, LLC 7.24% Add +0.2% 189,871 $16.4M
Integral Investment Advisors, Inc. 3.60% Add +1.5% 189,663 $16.3M
Riversedge Advisors, LLC 2.15% Add +1.8% 188,068 $16.2M
Onyx Bridge Wealth Group LLC 1.46% Reduce -43.2% 188,051 $16.2M
EMC Capital Management 6.38% — 187,584 $16.2M
Uptown Financial Advisors LLC 11.78% Reduce -0.9% 186,647 $16.1M
Vanguard National Trust Co 0.87% Add +1.1% 184,546 $15.9M
Fusion Capital, LLC 3.68% Add +1.9% 184,020 $15.9M
First National Bank of Omaha 0.45% Reduce -0.2% 183,735 $15.8M
Carolina Wealth Management Inc 7.25% — 182,999 $15.8M
Watershed Private Wealth LLC 4.43% Reduce -6.9% 182,632 $15.7M
SWP Financial LLC 7.26% Reduce -6.0% 182,247 $15.7M
Perennial Investment Advisors, LLC 1.05% Add +21.1% 181,822 $15.7M
Birnam Oak Advisors, LP 2.56% Add +11.8% 181,798 $15.7M
Kraft, Davis & Associates, LLC 3.26% Reduce -83.3% 182,148 $15.6M
BLB&B Advisors, LLC 0.57% Reduce -11.8% 180,589 $15.6M
Integrity Wealth Solutions LLC 5.74% No change 180,238 $15.5M
XY Planning Network, Inc. 1.93% Add +73.1% 178,651 $15.4M
Columbia River Financial Group, LLC 8.25% Add +9.4% 178,303 $15.4M
Level Financial Advisors 3.41% Add +21.4% 176,907 $15.2M
Summit Wealth Group LLC / Co. 1.26% Add +10.8% 176,373 $15.2M
Procyon Advisors, LLC 0.65% Reduce -2.5% 175,070 $15.1M
Fonville Wealth Management LLC 2.46% Add +13.2% 175,047 $15.1M
NWF Advisory Services Inc. 1.41% Add +2.6% 174,428 $15.0M
Shrier Wealth Management, LLC 5.12% Add +4.3% 174,311 $15.0M
Western Wealth Management, LLC 0.49% Reduce -1.5% 174,075 $15.0M
Thrive Capital Management, LLC 2.82% Add +33.0% 173,800 $15.0M
First PREMIER Bank 2.39% Add +10.4% 171,741 $14.8M
Pinion Investment Advisors, LLC 2.80% Reduce -15.0% 171,347 $14.8M
Horizon Family Wealth, Inc. 6.72% Reduce -12.5% 170,865 $14.7M
Capital Advisors, Ltd. LLC 1.48% No change 170,265 $14.7M
Brighton Securities Corp. 6.27% Add +3.8% 169,576 $14.6M
Hubbell Strickland Wealth Management, LLC 5.22% Add +3.5% 168,070 $14.5M
Avion Wealth 2.65% Add +6.3% 165,513 $14.3M
Cranbrook Wealth Management, LLC 2.64% Reduce -0.2% 163,924 $14.1M
Flagship Harbor Advisors, LLC 0.54% Add +1.9% 163,899 $14.1M
Financial Life Advisors 4.01% No change 163,801 $14.1M
Koshinski Asset Management, Inc. 0.74% Reduce -29.5% 162,373 $14.0M
Disciplined Investors, L.L.C. 6.91% Add +27.4% 160,363 $13.8M
Novak & Powell Financial Services, Inc. 6.50% Add +3.2% 159,980 $13.8M
Mechanics Bank Trust Department 1.70% Add +7.1% 159,501 $13.7M
Ironsides Asset Advisors, LLC 3.22% No change 159,372 $13.7M
JMG Financial Group, Ltd. 0.33% Reduce -0.7% 158,934 $13.7M
Wellspring Financial Advisors, LLC 0.90% Reduce -81.4% 1,164,575 $13.7M
VSM Wealth Advisory, LLC 3.62% Add +4.8% 158,390 $13.6M
Peak Retirement Planning, Inc. 2.13% Add +39.0% 156,415 $13.5M
Maridea Wealth Management LLC 1.47% Add +5.2% 156,399 $13.5M
Angeles Wealth Management, LLC 0.62% Add +0.6% 156,149 $13.5M
Elevated Capital Advisors, LLC 3.69% Add +0.7% 155,917 $13.4M
Visionary Wealth Advisors 0.53% Add +2.0% 155,148 $13.4M
BBR Partners, LLC 0.62% Add +15.7% 154,463 $13.3M
Smith Partners Wealth Management, LLC 10.48% Add +7.3% 153,091 $13.2M
Mustard Seed Financial, LLC 6.84% Add +7.9% 152,815 $13.2M
Segment Wealth Management, LLC 0.68% No change 152,766 $13.2M
Westwood Holdings Group Inc. 0.10% Reduce -2.3% 152,727 $13.2M
Compass Financial Group, Inc. (Ohio) 8.75% Reduce -7.8% 151,896 $13.1M
Sage Mountain Advisors LLC 0.80% Add +1.9% 151,254 $13.0M
Lansing Street Advisors 2.77% Add +0.1% 150,974 $13.0M
CWS Financial Advisors, LLC 2.88% Reduce -0.5% 150,746 $13.0M
Cardiff Park Advisors, LLC 1.00% Add +10.6% 150,100 $12.9M
Financial Insights, Inc. 3.49% Reduce -9.8% 149,643 $12.9M
Ritholtz Wealth Management 0.19% Add +3.3% 149,593 $12.9M
Hurlow Wealth Management Group, Inc. 2.68% Reduce -0.2% 149,351 $12.9M
Veratis Advisors, Inc. 9.10% — 149,325 $12.9M
Parallel Advisors, LLC 0.20% Reduce -2.1% 148,462 $12.8M
Meramec Financial Planners, LLC 4.66% Add +2.7% 152,920 $12.8M
Park Avenue Securities LLC 0.08% Reduce -1.6% 147,710 $12.7M
Intergy Private Wealth, LLC 2.92% Add +7.2% 146,830 $12.6M
Sightline Wealth Advisors, LLC 4.61% Add +1.2% 146,349 $12.6M
Riverview Capital Advisers, LLC 3.56% Add +10.6% 144,092 $12.4M
Kure Advisory, LLC 5.88% Add +20.4% 143,995 $12.4M
MTC Wealth Management LLC 5.55% Reduce -2.5% 143,593 $12.4M
Integrity Alliance, Llc. 0.39% Reduce -8.7% 143,416 $12.4M
HUB Investment Partners, LLC 0.23% Add +98.4% 142,973 $12.3M
Cassilly Financial Group LLC 8.93% Reduce -0.8% 142,884 $12.3M
Markowski Investments 2.69% — 141,952 $12.2M
Register Financial Advisors LLC 3.75% Add +2.8% 141,812 $12.2M
Nabity-Jensen Investment Management Inc 7.47% Reduce -1.7% 141,437 $12.2M
N.E.W. Advisory Services LLC 0.81% Reduce -1.2% 140,879 $12.1M
Hofer & Associates. Inc 5.84% Add +1.1% 140,328 $12.1M
Alpine Bank Wealth Management 1.55% Reduce -10.8% 140,045 $12.1M
Bath Savings Trust Co 1.24% Add +1.4% 138,998 $12.0M
Prostatis Group LLC 2.79% Reduce -1.7% 138,906 $12.0M
NFSG Corp 1.47% Add +3.3% 138,246 $11.9M
Mosley Wealth Management 3.78% Add +1964.2% 137,968 $11.9M
GLR Partners, LLC 5.53% Reduce -2.8% 137,744 $11.9M
Wesbanco Bank Inc. 0.29% Add +24.8% 137,467 $11.8M
Crown Wealth Group, LLC 3.01% Add +2.3% 137,152 $11.8M
Benjamin Edwards Inc. 0.11% Add +13.6% 137,138 $11.8M
Verdence Capital Advisors LLC 0.62% Reduce -1.6% 137,092 $11.8M
Keystone Financial Group 0.70% Add +6.0% 136,573 $11.8M
Vaquero Private Wealth, Ltd. 2.39% — 134,616 $11.6M
Cornerstone Wealth Management, LLC 0.49% Add +1.3% 133,697 $11.5M
Nicolet Bankshares Inc. 0.36% Reduce -0.8% 132,654 $11.5M
Essex Financial Services, Inc. 0.57% Reduce -0.3% 132,865 $11.4M
ERn Financial, LLC 1.89% Reduce -0.3% 132,586 $11.4M
Winthrop Advisory Group LLC 0.77% Reduce -0.3% 132,088 $11.4M
Marathon Wealth Advisors LLC 3.82% Add +8.5% 129,706 $11.2M
Brio Consultants, LLC 1.31% Reduce -83.4% 129,488 $11.2M
First United Bank & Trust 3.21% Reduce -2.6% 129,468 $11.2M
West Bancorporation Inc. 4.75% Add +38.3% 129,076 $11.1M
Royal Fund Management, LLC 0.92% Add +2.1% 128,571 $11.1M
Mathes Company, Inc. 3.43% No change 127,650 $11.0M
Petix & Botte Co 2.20% Add +85.2% 126,950 $10.9M
Dravo Bay LLC 3.78% Add +2.3% 126,719 $10.9M
Kovack Advisors, Inc. 0.52% Add +3.4% 126,623 $10.9M
Hollencrest Capital Management 0.71% Add +0.3% 126,272 $10.9M
Woodside Wealth Management LLC 7.58% Reduce -0.9% 126,264 $10.9M
HTG Investment Advisors, Inc. 2.79% Add +8.4% 126,169 $10.9M
Americana Partners, LLC 0.24% Add +230.0% 125,740 $10.8M
Simmons Bank 0.62% Add +31.7% 125,654 $10.8M
GC Wealth Management RIA, LLC 0.62% Reduce -13.9% 125,613 $10.8M
Clearwater Capital Advisors, LLC 0.79% Reduce -0.9% 125,444 $10.8M
Quaker Wealth Management, LLC 3.14% Add +1.1% 125,381 $10.8M
Horizon Bancorp Inc. 5.06% Reduce -3.2% 125,310 $10.8M
Freedom Financial Partners LLC 3.51% No change 124,928 $10.8M
LifeGoal Investments, LLC 4.92% Reduce -5.4% 124,701 $10.7M
Washington Trust Advisors, Inc. 0.80% No change 124,346 $10.7M
B&D White Capital Company, LLC 1.06% Add +144.4% 123,821 $10.7M
Sowell Financial Services LLC 0.35% Reduce -40.7% 123,734 $10.7M
Wealthspire Retirement, LLC 0.58% Add +2.5% 123,649 $10.7M
Rinkey Investments 2.50% Add +8.1% 123,408 $10.6M
Sax Wealth Advisors, LLC 0.43% Reduce -64.7% 24,337 $10.6M
Acropolis Investment Management, LLC 0.42% Reduce -0.3% 122,866 $10.6M
GoalFusion Wealth Management, LLC 4.26% Add +0.4% 122,463 $10.5M
LifePlan Investment Advisors, Inc. 3.63% Add +3.8% 122,424 $10.5M
Valeo Financial Advisors, LLC 0.22% No change 122,056 $10.5M
Madison Park Capital Advisors, LLC 7.49% Add +3.2% 122,053 $10.5M
Emergent Wealth Advisors, LLC 5.46% Add +7.4% 121,249 $10.5M
Kavar Capital Partners Group, LLC 1.29% Add +9.1% 121,681 $10.5M
Brighton Jones LLC 0.19% Reduce -2.4% 121,265 $10.4M
Latigo Investments, LLC 4.65% Add +49.2% 121,050 $10.4M
Zions Bancorporation, National Association 0.62% Reduce -12.9% 120,976 $10.4M
Horizon Investments, LLC 0.11% Add +55.5% 120,524 $10.4M
Sigma Planning Corp 0.26% Add +7.3% 120,138 $10.3M
Capital Planning LLC 3.01% Reduce -0.7% 119,984 $10.3M
GSG Advisors LLC 2.27% Add +4.6% 119,726 $10.3M
Crusonia Wealth Advisors LLC 1.66% Add +16.1% 117,588 $10.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.26% Reduce -82.3% 117,999 $10.1M
StoneX Group Inc. 0.41% Reduce -4.1% 116,973 $10.1M
Parkside Financial Bank & Trust 0.69% Add +2.3% 116,412 $10.0M
Pine Valley Investments Ltd Liability Co 0.43% Reduce -1.4% 116,065 $10.0M
Gentry Private Wealth, LLC 5.14% Reduce -21.7% 115,890 $10.0M
Summit Wealth Partners, LLC 1.42% Add +14.5% 115,570 $10.0M
CGN Advisors LLC 0.72% Add +1.9% 115,234 $9.9M
Aspen Wealth Management LLC 1.69% Add +0.7% 115,233 $9.9M
Apex Wealth Management, LLC 6.06% Add +1.0% 115,103 $9.9M
Cornerstone Wealth Group, LLC 0.59% Reduce -83.0% 115,092 $9.9M
Tide Cove Capital Partners LLC 6.40% Reduce -83.3% 111,070 $9.9M
Wind River Trust Co 3.30% Reduce -0.8% 113,562 $9.8M
Avidian Wealth Enterprises, LLC 0.27% Add +9.8% 113,493 $9.8M
Agate Pass Investment Management, LLC 3.60% Reduce -13.2% 113,467 $9.8M
Guidance Capital, Inc. 2.09% Reduce -82.8% 112,898 $9.8M
Triad Wealth Partners, LLC 0.58% Reduce -2.9% 112,192 $9.8M
Seeds Investor LLC 1.00% Add +27.6% 112,693 $9.7M
Diversified Portfolios, Inc. 0.70% Add +1.1% 112,600 $9.7M
Primoris Wealth Advisors, LLC 4.42% Add +86.6% 112,573 $9.7M
Twin Focus Capital Partners, LLC 0.98% Add +1.8% 112,180 $9.7M
Main Line Retirement Advisors, LLC 4.43% No change 112,089 $9.7M
Csenge Advisory Group 0.39% Reduce -1.7% 111,427 $9.6M
Kintra Wealth, LLC 0.50% Reduce -15.0% 106,753 $9.6M
Fifth Third Wealth Advisors LLC 0.27% Add +0.6% 110,871 $9.6M
Wedbush Securities Inc. 0.25% Reduce -2.5% 110,542 $9.5M
Uptick Partners, LLC 1.48% Add +1.0% 110,420 $9.5M
Ogorek Anthony Joseph /NY/ 2.35% Reduce -1.1% 110,032 $9.5M
Schroder Investment Management Group 0.01% New 109,812 $9.5M
Centaurus Financial, Inc. 0.37% Add +1.4% 109,472 $9.4M
Level Four Advisory Services, LLC 0.27% Add +6.8% 109,408 $9.4M
Laurel Wealth Advisors LLC 0.91% Reduce -83.8% 109,273 $9.4M
M3 Advisory Group, LLC 4.85% Add +5.5% 108,637 $9.4M
Spire Wealth Management 0.28% Reduce -0.5% 108,463 $9.3M
MidAtlantic Capital Management, Inc. 5.80% Add +0.1% 108,385 $9.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Reduce -1.4% 108,216 $9.3M
Capital Management Associates, Inc 1.87% Add +9.5% 108,116 $9.3M
Tower View Wealth Management LLC 4.08% Add +0.6% 107,710 $9.3M
Curi Capital, LLC 0.14% Reduce -0.5% 107,702 $9.3M
Osborne Partners Capital Management, LLC 0.51% Reduce -0.2% 106,582 $9.2M
Gallagher Fiduciary Advisors, LLC 0.30% Add +1.3% 106,379 $9.2M
Cumberland Advisors Inc. 3.23% Reduce -2.9% 106,358 $9.2M
Magnolia Capital Advisors LLC 1.57% Reduce -3.3% 106,310 $9.2M
Capital Investment Advisors, LLC 0.12% Add +2.3% 106,204 $9.1M
Addison Advisors LLC 4.32% Reduce -50.3% 106,154 $9.1M
First American Trust, FSB 0.55% Add +14.9% 105,988 $9.1M
Wealthcare Advisory Partners LLC 0.17% Reduce -10.8% 105,700 $9.1M
Fiduciary Alliance LLC 0.61% Reduce -0.3% 105,286 $9.1M
McKinley Carter Wealth Services, Inc. 0.47% Reduce -1.6% 105,153 $9.1M
Element Pointe Advisors, LLC 1.44% Add +3.5% 103,752 $8.9M
Campbell Deegan Wealth Management, LLC 6.35% Add +6.2% 103,680 $8.9M
Abbot Financial Management, Inc. 3.28% Reduce -0.1% 103,627 $8.9M
Rehmann Capital Advisory Group 0.41% Add +1.8% 103,365 $8.9M
Hilltop Holdings Inc. 0.72% Add +4.6% 103,252 $8.9M
Kelleher Financial Advisors 1.27% Add +105.7% 103,200 $8.9M
Blueprint Investment Partners LLC 0.74% Reduce -4.4% 103,190 $8.9M
Bonfire Financial 5.69% Reduce -0.9% 102,807 $8.9M
Northstar Group, Inc. 1.17% Reduce -0.1% 102,433 $8.8M
Kelman-Lazarov, Inc. 1.16% Add +0.6% 102,406 $8.8M
Clarus Wealth Advisors 3.37% Reduce -0.5% 101,757 $8.8M
Emerald Advisors, LLC 1.10% No change 101,551 $8.7M
Asset Advisory Group, Inc. 3.81% Reduce -1.0% 101,152 $8.7M
WealthShield Partners, LLC 1.33% Reduce -6.9% 100,729 $8.7M
Kassira Wealth Management LLC 6.96% Reduce -9.9% 100,490 $8.7M
Win Advisors, Inc. 3.08% New 100,446 $8.7M
MSH Capital Advisors LLC 1.50% Add +14.8% 100,333 $8.6M
Scott & Selber, Inc. 1.82% Add +0.1% 100,115 $8.6M
Kingswood Wealth Advisors, LLC 0.35% Add +11.6% 100,063 $8.6M
Weinberger Asset Management, Inc 2.73% Add +4.0% 99,821 $8.5M
Valpey Financial Services, LLC 5.05% Reduce -4.5% 98,356 $8.5M
Krane Financial Solutions LLC 5.20% Add +1.6% 98,099 $8.5M
Great Diamond Partners, LLC 1.45% Reduce -0.2% 97,960 $8.4M
NorthRock Partners, LLC 0.12% Reduce -83.7% 97,567 $8.4M
Calton & Associates, Inc. 1.23% Reduce -31.3% 97,164 $8.4M
Eclectic Associates Inc. 0.95% Add +1.0% 97,031 $8.4M
Defined Wealth Management, LLC 4.29% Reduce -0.8% 96,817 $8.3M
Victory Capital Management Inc. 0.00% Add +64.3% 96,280 $8.3M
Rolek Wealth Management LLC 4.64% Reduce -24.2% 96,226 $8.3M
Fiduciary Financial Advisors 0.84% Add +19.6% 96,198 $8.3M
Indivisible Partners 0.47% Add +33.5% 96,151 $8.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +15.6% 96,003 $8.3M
Cascades Capital Asset Management, LLC 3.06% No change 95,395 $8.2M
Park National Corp. 0.23% Reduce -19.7% 95,378 $8.2M
Elevation Capital Advisory, LLC 3.15% New 94,735 $8.2M
Churchill Financial Advisors, LLC 1.56% Add +26.8% 94,273 $8.1M
CDKV Holdings LLC 6.32% Reduce -1.2% 93,885 $8.1M
Gateway Wealth Partners, LLC 0.48% Reduce -35.1% 93,833 $8.1M
Muirfield Wealth Advisors LLC 5.23% Add +2.8% 93,027 $8.0M
NCM Capital Management, LLC 2.47% Add +4.0% 92,975 $8.0M
High Net Worth Advisory Group LLC 1.70% Add +1.1% 92,831 $8.0M
Estate Counselors, LLC 0.69% New 92,628 $8.0M
Pine Harbor Wealth Management, LLC 2.14% Add +0.6% 92,596 $8.0M
Disciplined Investments, LLC 2.57% Reduce -1.9% 92,456 $8.0M
LongView Wealth Management 2.04% Reduce -0.6% 92,435 $8.0M
Panoramic Investment Advisors, LLC 3.79% Add +2.9% 91,944 $7.9M
SBI Securities Co., Ltd. 0.18% Reduce -5.2% 91,936 $7.9M
M1 Capital Management LLC 2.92% New 91,795 $7.9M
Security Financial Services, INC. 1.10% Add +4.4% 91,666 $7.9M
Prestige Wealth Management Group LLC 1.42% No change 90,898 $7.8M
QRG Capital Management, Inc. 0.06% Add +18.9% 90,805 $7.8M
MA Private Wealth 1.16% Reduce -3.8% 90,156 $7.8M
Ted Buchan & Co 2.54% Reduce -4.0% 90,120 $7.8M
Cohen Klingenstein LLC 0.22% Add +0.5% 89,959 $7.7M
Infinity Wealth Counsel, LLC 6.26% Add +0.7% 89,937 $7.7M
Valmark Advisers, Inc. 0.08% Add +8.3% 89,827 $7.7M
Trust Co. of Toledo NA 0.64% Add +3.0% 89,822 $7.7M
Revolve Wealth Partners, LLC 0.80% No change 89,754 $7.7M
Wedmont Private Capital 0.21% Reduce -0.5% 87,738 $7.7M
Capital Advisor Network LLC 9.53% Reduce -6.4% 88,325 $7.6M
Diversified Enterprises, LLC 0.36% Add +0.4% 87,186 $7.5M
55 North Private Wealth, LLC 1.48% Add +3.0% 87,168 $7.5M
Hill Island Financial LLC 1.60% Reduce -2.5% 87,137 $7.5M
Laraway Financial Advisors Inc 4.55% Reduce -0.7% 87,000 $7.5M
Glen Eagle Advisors, LLC 0.94% Reduce -2.8% 86,960 $7.5M
LightSquare Wealth Management, LLC 5.12% Reduce -7.9% 86,142 $7.4M
Madison Asset Management, LLC 0.09% Add +17.4% 85,913 $7.4M
Institute for Wealth Management, LLC. 0.65% Reduce -3.8% 85,781 $7.4M
Stone Summit Wealth LLC 1.87% Reduce -2.4% 85,760 $7.4M
Platform Technology Partners 1.21% Add +10.8% 85,543 $7.4M
Vicus Capital 0.48% Reduce -10.5% 85,473 $7.4M
Councilor Wealth, LLC 2.97% Add +8.0% 85,084 $7.3M
Nestegg Advisors, Inc. 5.17% Add +9.6% 84,922 $7.3M
HBK Sorce Advisory LLC 0.14% Reduce -83.5% 82,112 $7.3M
Smith, Moore & Co. 0.47% Add +2.1% 84,410 $7.3M
Tidal Investments LLC 0.02% Add +70.4% 84,071 $7.2M
Yoder Wealth Management, Inc. 2.82% Reduce -9.4% 83,698 $7.2M
Insight Advisors, LLC/ PA 1.27% Reduce -1.0% 83,599 $7.2M
Journey Beyond Wealth, LLC 5.62% Reduce -0.8% 83,500 $7.2M
Compass Planning Associates Inc 3.88% Add +58.4% 83,390 $7.2M
Richardson Financial Services Inc. 4.06% Reduce -0.2% 83,175 $7.2M
Advisory Alpha, LLC 0.18% Reduce -3.6% 83,149 $7.2M
Winthrop Capital Management, LLC 1.73% Reduce -2.7% 83,029 $7.2M
North Star Asset Management Inc. 0.28% Reduce -1.1% 82,007 $7.1M
Brown Brothers Harriman & Co. 0.03% No change 81,624 $7.0M
Principal Securities, Inc. 0.08% Add +76.6% 81,613 $7.0M
Empower Advisory Group, LLC 0.02% Add +4.4% 81,411 $7.0M
City State Bank 1.58% Add +6.1% 80,286 $6.9M
Focus Financial Network, Inc. 0.21% Add +3.2% 79,877 $6.9M
Squarepoint Ops LLC 0.01% Reduce -22.8% 79,755 $6.9M
Manuka Financial, LLC 3.56% Add +1.8% 79,676 $6.9M
Sendero Wealth Management, LLC 0.68% Add +9.8% 79,175 $6.8M
Hengehold Capital Management LLC 0.53% Add +0.3% 78,626 $6.8M
Laird Norton Wetherby Trust Company, LLC 0.13% Add +37.6% 78,314 $6.7M
Compton Wealth Advisory Group, LLC 1.36% Reduce -1.9% 78,136 $6.7M
Agf Management Ltd. 0.03% Reduce -36.7% 77,798 $6.7M
Planwiser Financial, LLC 4.65% Reduce -18.3% 77,711 $6.7M
Prime Buchholz LLC 2.41% New 77,622 $6.7M
Donaldson Capital Management, LLC 0.19% Reduce -0.2% 77,583 $6.7M
TPG Financial Advisors, LLC 1.99% Add +2.6% 77,541 $6.7M
Dopkins Wealth Management, LLC 2.42% No change 77,407 $6.7M
Quadcap Wealth Management, LLC 0.65% Reduce -1.5% 77,280 $6.7M
Patriot Financial Group Insurance Agency, LLC 0.68% Reduce -54.7% 77,049 $6.6M
Pacific Financial Group Inc. 3.17% Reduce -14.9% 76,712 $6.6M
Bawa N Mallick Trust 2.13% No change 76,500 $6.6M
Talon Private Wealth, LLC 0.76% Reduce -21.5% 75,722 $6.5M
Carnegie Investment Counsel 0.13% Reduce -0.3% 75,683 $6.5M
Three Bearings Fiduciary Advisors, Inc. 5.83% Reduce -4.1% 75,556 $6.5M
Blueprint Financial Advisors LLC 0.72% Add +13.3% 75,237 $6.5M
Foronjy Financial LLC 2.38% Add +4.9% 75,172 $6.5M
Davidson Trust Co. 2.53% Add +2.1% 75,169 $6.5M
Moors & Cabot, Inc. 0.25% Add +9.6% 74,857 $6.4M
Axxcess Wealth Management, LLC 0.10% New 74,625 $6.4M
Montag A & Associates Inc. 0.27% Add +29.9% 74,532 $6.4M
Prospera Capital Management, LLC 2.00% Add +30.6% 73,847 $6.4M
Kuhn & Co Investment Counsel 3.68% Add +1.3% 74,024 $6.4M
FF Advisors,LLC 2.38% Reduce -83.6% 73,932 $6.4M
Ironwood Financial, llc 0.99% Reduce -10.2% 73,582 $6.3M
Aptus Capital Advisors, LLC 0.05% Reduce -1.7% 73,560 $6.3M
BCS Wealth Management 1.14% Reduce -2.6% 73,543 $6.3M
Battery Global Advisors, LLC 3.17% No change 73,443 $6.3M
HighPoint Advisor Group LLC 0.22% Add +2.2% 73,214 $6.3M
Polen Capital Management LLC 0.05% Reduce -23.9% 73,200 $6.3M
Fulcrum Capital LLC 1.28% Reduce -2.0% 73,069 $6.3M
Blue Trust, Inc. 0.07% Add +11.9% 73,025 $6.3M
AlphaCore Capital LLC 0.12% Reduce -4.3% 72,911 $6.3M
Aspiriant, LLC 0.15% Reduce -1.5% 72,881 $6.3M
Bluedoor Private Wealth, LLC 2.65% No change 72,870 $6.3M
Faithward Advisors, LLC 0.77% Add +90.3% 72,847 $6.3M
Composition Wealth, LLC 0.07% Add +8.8% 72,679 $6.3M
Roman Butler Fullerton & Co. 1.49% Add +1.2% 72,453 $6.2M
Cascade Wealth Advisors, Inc 2.51% Reduce -83.3% 69,774 $6.2M
OneAscent Financial Services LLC 0.30% Reduce -15.5% 71,969 $6.2M
United Community Bank 1.92% Add +18.5% 71,958 $6.2M
Barrett & Company, Inc. 1.74% Reduce -0.7% 71,941 $6.2M
Strategic Financial Partners, Ltd. 2.33% Add +1.0% 71,734 $6.2M
Culbertson A N & Co. Inc. 0.72% Reduce -2.5% 71,325 $6.1M
Fourth Dimension Wealth, LLC 1.94% Reduce -2.9% 71,299 $6.1M
Family CFO Inc 2.35% No change 70,948 $6.1M
Keybank National Association 0.02% Add +3.2% 70,811 $6.1M
Finward Bancorp 4.62% Add +0.9% 70,778 $6.1M
Bay Rivers Group 2.08% Add +2.7% 70,625 $6.1M
John W. Brooker & Co., CPAs 7.35% Add +78.4% 70,597 $6.1M
Argent Trust Co 0.18% Add +11.3% 70,449 $6.1M
Tempo Wealth, LLC 0.90% Reduce -1.1% 70,273 $6.1M
Sentinel Pension Advisors, LLC 0.79% Reduce -1.1% 70,973 $6.1M
Causey Wealth LLC 2.36% Add +2.5% 70,060 $6.0M
Rossby Financial, LCC 1.10% Reduce -16.7% 62,505 $6.0M
United Advisor Group, LLC 0.64% Add +5.0% 69,917 $6.0M
Hexagon Capital Partners LLC 0.84% Reduce -0.2% 69,723 $6.0M
Wilmington Savings Fund Society, FSB 0.13% Reduce -1.1% 69,661 $6.0M
Ciovacco Capital Management LLC 2.67% Reduce -2.6% 69,584 $6.0M
Angeles Investment Advisors, LLC 0.36% Add +3.7% 69,537 $6.0M
Choate Investment Advisors 0.10% Reduce -0.7% 69,079 $6.0M
Drucker Wealth 3.0, LLC 0.94% Reduce -8.9% 69,031 $5.9M
Gilliland Jeter Wealth Management LLC 1.56% Add +0.3% 68,918 $5.9M
EnRich Financial Partners LLC 1.41% Reduce -1.2% 68,670 $5.9M
Wescott Financial Advisory Group, LLC 0.46% Add +2.5% 68,447 $5.9M
Madison Wealth Partners, Inc 0.75% Add +24.1% 68,444 $5.9M
Jefferson Bridge Capital, LLC 5.10% Reduce -8.5% 68,338 $5.9M
Earned Wealth Advisors, LLC 0.38% Reduce -7.5% 68,181 $5.9M
Altiora Financial Group, LLC 0.91% Reduce -14.3% 67,274 $5.8M
Equitable Trust Co. 0.24% Add +4.1% 67,161 $5.8M
Idaho Trust Co 1.69% Add +0.5% 67,097 $5.8M
Arsenal Capital Advisors LLC 3.41% Add +8.3% 67,088 $5.8M
FDx Advisors, Inc. 1.74% Reduce -3.5% 66,950 $5.8M
Clarity Capital Advisors, LLC 2.41% No change 66,688 $5.7M
Acorn Financial Advisory Services Inc. 0.76% Reduce -2.9% 66,457 $5.7M
Leavell Investment Management, Inc. 0.21% Reduce -2.8% 66,200 $5.7M
Ballentine Partners, LLC 0.07% Reduce -0.7% 65,600 $5.7M
Bryn Mawr Trust Advisors, LLC 0.24% Reduce -4.9% 65,130 $5.6M
Leo H. Evart, Inc. 4.41% Reduce -0.8% 64,839 $5.6M
Great Lakes Advisors, LLC 0.04% No change 64,685 $5.6M
FSM Wealth Advisors, LLC 0.60% Reduce -3.0% 64,678 $5.6M
Community Bank of Raymore 3.27% No change 64,504 $5.6M
KTF Investments, LLC 0.56% Reduce -2.8% 64,259 $5.5M
DMKC Advisory Services, LLC 1.04% Add +236.7% 64,170 $5.5M
Loomis Sayles & Co. L P 0.01% Reduce -41.5% 64,076 $5.5M
Ascent Group, LLC 0.16% Reduce -1.3% 63,933 $5.5M
Caliber Wealth Management, LLC / KS 0.53% Add +5.2% 63,731 $5.5M
Tower Research Capital LLC (TRC) 0.13% New 63,595 $5.5M
PFG Investments, LLC 0.21% Add +5.6% 63,551 $5.5M
SteelPeak Wealth, LLC 0.14% Add +0.3% 63,375 $5.5M
NorthStar Asset Management LLC 1.16% No change 62,623 $5.4M
Fisher Asset Management 0.00% Add +17.3% 62,581 $5.4M
Grandview Asset Management LLC 1.33% Add +1.0% 62,273 $5.4M
WBH Advisory Inc. 0.36% Add +6.3% 62,074 $5.3M
Cozad Asset Management Inc. 0.35% Add +2.7% 62,073 $5.3M
Sandy Cove Advisors, LLC 1.34% Add +1.1% 61,969 $5.3M
Anchor Investment Management, LLC 0.40% Add +14.2% 61,923 $5.3M
Evercore Wealth Management, LLC 0.08% Add +1.1% 61,885 $5.3M
BridgePort Financial Solutions, LLC 1.36% Reduce -7.5% 61,807 $5.3M
Catalyst Private Wealth, LLC 2.55% Reduce -2.1% 61,369 $5.3M
CX Institutional 0.15% Reduce -4.5% 60,816 $5.2M
Troutman Wealth Management, LLC 4.03% Add +1.2% 60,803 $5.2M
Modern Wealth Management, LLC 0.06% Add +124.8% 60,707 $5.2M
Lewis Asset Management, LLC 1.82% Reduce -0.1% 60,477 $5.2M
Droms Strauss Advisors Inc. /Mo/ 1.18% Reduce -1.9% 60,469 $5.2M
Barnes Pettey Financial Advisors, LLC 1.63% Add +11.7% 60,356 $5.2M
Planning Directions Inc. 2.41% Reduce -1.8% 60,338 $5.2M
Strategic Family Wealth Counselors, L.L.C. 1.21% Add +5.3% 60,250 $5.2M
Nixon Peabody Trust Co. 0.37% No change 60,024 $5.2M
Parsons Capital Management Inc. 0.23% Add +2.0% 59,930 $5.2M
SOA Wealth Advisors, LLC. 0.87% Reduce -1.2% 59,924 $5.2M
Pallas Capital Advisors LLC 0.16% Reduce -24.6% 59,864 $5.2M
Sutton Place Investors LLC 2.47% Add +0.5% 59,119 $5.1M
Chris Bulman Inc 1.85% Reduce -8.8% 58,911 $5.1M
Kwmg, LLC 0.37% Reduce -5.9% 58,868 $5.1M
Opinicus Capital, Inc. 2.71% Reduce -4.8% 58,766 $5.1M
Allen Investment Management, LLC 0.06% Add +10.4% 58,646 $5.1M
Bison Wealth, LLC 0.47% Reduce -83.1% 58,249 $5.0M
Venturi Wealth Management, LLC 0.20% Reduce -86.9% 58,602 $5.0M
Raab & Moskowitz Asset Management LLC 1.02% Add +21.4% 58,599 $5.0M
Wick Capital Partners, LLC 0.76% Reduce -0.3% 58,547 $5.0M
Absolute Capital Management, LLC 1.25% Reduce -10.7% 58,378 $5.0M
Quest 10 Wealth Builders, Inc. 3.90% Reduce -0.5% 58,281 $5.0M
Mezzasalma Advisors, LLC 1.01% Reduce -40.6% 70,532 $5.0M
Tradewinds, LLC. 1.13% New 3,548 $5.0M
Dynamic Advisor Solutions LLC 0.14% Reduce -13.9% 57,996 $5.0M
Willis Johnson & Associates, Inc. 0.28% Reduce -22.2% 57,691 $5.0M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -1.6% 57,732 $5.0M
KG Capital Management 2.95% Add +4.4% 57,470 $5.0M
Cassaday & Co Wealth Management LLC 0.09% Add +0.2% 57,384 $4.9M
Opus Financial Solutions LLC 3.98% Add +10.9% 57,321 $4.9M
American Capital Advisory, LLC 1.80% Add +3.5% 57,225 $4.9M
Birchcreek Wealth Management, LLC 1.92% Reduce -1.7% 57,199 $4.9M
Alexander Labrunerie & Co., Inc. 1.74% Reduce -9.4% 57,181 $4.9M
Lodestar Private Asset Management LLC 0.42% Reduce -6.8% 57,009 $4.9M
Hicks Capital Management LLC 3.99% New 56,564 $4.9M
Axis Wealth Partners, LLC 2.33% Add +2.5% 56,464 $4.9M
Brindle & Bay Financial Advisors, LLC 2.42% Add +29.2% 56,061 $4.8M
Calder Financial LLC 4.54% Add +0.3% 55,893 $4.8M
AlTi Global, Inc. 0.10% No change 55,710 $4.8M
Bravias Capital Group, LLC 2.84% Reduce -1.5% 55,558 $4.8M
St Germain D J Co. Inc. 0.17% Add +3.9% 55,434 $4.8M
SKY-Mountain Capital Management, Inc. 3.41% Add +63.1% 55,307 $4.8M
Worth Asset Management, LLC 1.52% Add +546.0% 55,276 $4.8M
Mayflower Financial Advisors, LLC 0.41% Add +47.7% 55,164 $4.8M
1900 Wealth Management LLC 0.26% No change 55,069 $4.7M
Fiducient Advisors LLC 0.68% Add +1.5% 54,729 $4.7M
Hillcrest Wealth Advisors - NY, LLC 1.68% No change 54,600 $4.7M
Covington Investment Advisors Inc. 0.61% Reduce -4.5% 54,394 $4.7M
Houlihan Financial Resource Group, Ltd. 1.66% Reduce -0.5% 54,227 $4.7M
Fortis Group Advisors, LLC 0.74% Reduce -83.3% 54,057 $4.7M
Tradition Wealth Management, LLC 0.28% Reduce -6.8% 53,950 $4.6M
Cary Street Partners Investment Advisory LLC 0.94% Add +33.0% 53,740 $4.6M
Global Financial Private Client, LLC 1.25% No change 53,591 $4.6M
Richmond Investment Services, LLC 1.46% Reduce -68.4% 53,583 $4.6M
WoodTrust Financial Corp 0.55% Reduce -0.1% 53,570 $4.6M
Kaydan Wealth Management, Inc. 1.40% Add +0.6% 53,493 $4.6M
KCM Investment Advisors LLC 0.14% Reduce -9.0% 53,463 $4.6M
Sound View Wealth Advisors Group, LLC 0.28% Reduce -0.2% 53,242 $4.6M
Asset Allocation & Management Company, LLC 1.50% Reduce -16.1% 53,182 $4.6M
Veridan Wealth LLC 1.60% Reduce -3.5% 53,174 $4.6M
Xcelsior Advisor Partners LLC 0.60% Add +9.5% 53,165 $4.6M
Smartleaf Asset Management LLC 0.15% Reduce -83.3% 53,956 $4.6M
Center for Financial Planning, Inc. 0.43% Reduce -0.7% 53,009 $4.6M
Thoroughbred Financial Services, LLC 0.22% Add +5.7% 53,014 $4.6M
Transamerica Financial Advisors, LLC 0.39% Add +43.3% 52,950 $4.6M
GHP Investment Advisors, Inc. 0.17% Reduce -0.3% 52,773 $4.5M
Pinnacle Associates Ltd. 0.05% No change 52,681 $4.5M
Diversify Advisory Services, LLC 0.08% New 54,212 $4.5M
Diversify Wealth Management, LLC 0.08% Reduce -82.9% 54,212 $4.5M
Glass Jacobson Investment Advisors llc 1.41% Reduce -6.2% 52,374 $4.5M
Oxford Wealth Group, LLC 2.02% Add +14.0% 52,358 $4.5M
Stonebridge Financial Planning Group, LLC 1.42% Add +3.7% 51,806 $4.5M
Allegheny Financial Group 0.47% Add +7.9% 51,725 $4.5M
Arcadia Investment Advisors LLC 1.88% Reduce -0.5% 51,716 $4.5M
Systelligence, LLC 0.74% Reduce -74.8% 51,691 $4.5M
SageView Advisory Group, LLC 0.15% Reduce -2.1% 51,407 $4.4M
GFS Advisors, LLC 0.47% Reduce -86.3% 76,287 $4.4M
Private Wealth Asset Management, LLC 0.43% Reduce -2.2% 51,258 $4.4M
Elevatus Welath Management 1.07% Add +21.9% 51,255 $4.4M
Advisor OS, LLC 0.29% Add +9.0% 51,109 $4.4M
Aaron Wealth Advisors LLC 0.22% Reduce -2.9% 51,102 $4.4M
Level Wealth Management LLC 1.74% No change 50,544 $4.4M
Old National Bancorp 0.09% Add +11.4% 50,541 $4.4M
Keel Point, LLC 0.26% No change 50,420 $4.3M
Probity Advisors, Inc. 0.62% Reduce -3.7% 49,945 $4.3M
MJP Associates Inc. 0.47% Add +12.3% 49,741 $4.3M
Financial Alternatives, Inc 2.11% Reduce -0.7% 49,686 $4.3M
Summit Trail Advisors, LLC 0.05% Add +0.5% 49,570 $4.3M
Midwest Financial Partners Investments, Inc. 1.77% Add +37.3% 49,542 $4.3M
PGIM Custom Harvest LLC 0.05% Add +8.0% 49,189 $4.2M
Clear Creek Financial Management, LLC 0.27% Add +2.5% 49,156 $4.2M
Forum Financial Management, LP 0.05% Reduce -2.5% 49,040 $4.2M
Capital Squared Financial LLC 2.76% Add +1.4% 48,949 $4.2M
Capital Group Private Client Services, Inc. 0.06% Add +120.3% 48,777 $4.2M
Guyasuta Investment Advisors Inc. 0.22% No change 48,762 $4.2M
Russell Investments Group, Ltd. 0.00% Add +7.8% 48,724 $4.2M
Greenleaf Trust 0.04% Add +8.8% 48,723 $4.2M
KFA Private Wealth Group, LLC 1.01% Add +1.0% 48,633 $4.2M
Strategic Financial Concepts, LLC 1.24% Reduce -5.6% 48,568 $4.2M
Compass Financial Management LLC 0.51% — 47,245 $4.2M
Simplicity Wealth,LLC 0.14% Add +53.6% 48,312 $4.2M
Canvas Wealth Advisors, LLC 0.58% Reduce -6.1% 47,993 $4.1M
National Philanthropic Trust 0.06% Add +1.4% 47,930 $4.1M
Marshall & Sterling Wealth Advisors Inc. 2.43% Reduce -5.1% 47,651 $4.1M
Smithfield Trust Co 0.16% Add +6.8% 47,572 $4.1M
Forum Private Client Group LLC 1.22% Reduce -0.2% 47,565 $4.1M
HHM Wealth Advisors, LLC 0.41% Reduce -0.6% 47,512 $4.1M
Vines Capital Management, LLC 3.36% Add +3.4% 47,480 $4.1M
Evermay Wealth Management LLC 0.42% Reduce -7.6% 47,422 $4.1M
Integrated Wealth Management 4.31% Reduce -2.9% 47,401 $4.1M
Ashton Thomas Securities, LLC 0.60% Add +5.3% 47,307 $4.1M
Orser Capital Management, LLC 2.02% Reduce -0.3% 47,315 $4.1M
Continuum Advisory, LLC 0.33% Reduce -1.0% 47,303 $4.1M
Prospect Financial Services LLC 2.05% Reduce -2.2% 47,090 $4.1M
RCS Financial Planning, LLC 1.91% Reduce -0.9% 46,788 $4.0M
Signal Advisors Wealth, LLC 0.21% Add +17.5% 46,692 $4.0M
Clark Capital Management Group, Inc. 0.02% Add +2.1% 46,299 $4.0M
Plante Moran Financial Advisors, LLC 0.19% Add +1.5% 46,235 $4.0M
Covenant Asset Management, LLC 0.71% Add +3.5% 46,185 $4.0M
RVW Wealth, LLC 0.26% Reduce -2.4% 46,056 $4.0M
Greystone Financial Group, LLC 1.11% Reduce -1.4% 46,015 $4.0M
Ethos Financial Group, LLC 0.27% Add +112.5% 47,374 $4.0M
Aspen Grove Capital, LLC 0.57% Reduce -0.5% 45,747 $3.9M
Wisconsin Wealth Advisors, LLC 3.38% Add +3.0% 45,748 $3.9M
Coastline Trust Co 0.35% No change 45,540 $3.9M
JT Stratford LLC 0.43% Add +2.4% 45,534 $3.9M
Quantum Financial Partners LLC 2.00% — 45,405 $3.9M
Mason Investment Advisory Services, Inc. 0.15% Add +80.5% 45,077 $3.9M
Wealth Preservation Advisors, LLC 2.21% Add +78.0% 45,041 $3.9M
Busey Bank 0.09% Add +2.9% 45,024 $3.9M
Hanover Advisors Inc. 1.39% Reduce -1.8% 44,895 $3.9M
Wilson & Boucher Capital Management, LLC 2.25% Reduce -0.3% 44,494 $3.8M
Rothschild Investment LLC 0.14% Reduce -0.2% 44,469 $3.8M
Stokes Family Office, LLC 0.45% Reduce -14.6% 44,339 $3.8M
Fort Vancouver Investment Management, LLC 1.76% Reduce -10.5% 43,830 $3.8M
Keebeck Wealth Management 0.37% Reduce -0.3% 43,827 $3.8M
Everpar Advisors LLC 1.07% Add +17.5% 43,693 $3.8M
Sharpepoint LLC 1.88% Add +1.2% 43,664 $3.8M
Crestwood Advisors Group, LLC 0.06% Add +4.1% 43,632 $3.8M
Wealth Enhancement Trust Services, Inc. 0.41% Add +4.7% 43,326 $3.7M
ArchPoint Investors 0.79% No change 43,320 $3.7M
Westmount Partners, LLC 0.82% Reduce -13.9% 43,134 $3.7M
Regatta Research & Money Management 3.51% — 43,045 $3.7M
Sagespring Wealth Partners, LLC 0.06% Add +8.5% 42,784 $3.7M
Cassady Wealth & Retirement Planning, LLC 1.70% Reduce -81.8% 42,525 $3.7M
Autumn Glory Partners, LLC 1.03% Add +3.1% 42,138 $3.6M
Meeder Advisory Services, Inc. 0.13% Reduce -10.4% 41,982 $3.6M
Transcend Capital Advisors, LLC 0.24% Add +2.3% 41,930 $3.6M
Kestra Investment Management, LLC 0.07% Add +66.3% 41,733 $3.6M
Chicago Capital, LLC 0.09% Add +0.3% 41,720 $3.6M
Hoge Financial Services, LLC 1.72% Reduce -0.8% 41,694 $3.6M
MV Capital Management, Inc. 0.32% Reduce -0.7% 41,454 $3.6M
Brand Asset Management Group, Inc. 0.79% Add +2.5% 41,388 $3.6M
Insigneo Advisory Services, LLC 0.13% Add +32.0% 41,323 $3.6M
Salem Investment Counselors Inc. 0.09% Reduce -0.4% 41,322 $3.6M
Carl P. Sherr & Co., LLC 1.49% Add +13.2% 41,223 $3.6M
Greenspring Advisors, LLC 0.20% Reduce -0.2% 41,179 $3.5M
Legacy Advisors, LLC 0.33% Add +33.2% 40,920 $3.5M
Reynders McVeigh Capital Management, LLC 0.16% Add +10.5% 40,913 $3.5M
Gradient Capital Advisors, LLC 0.81% Reduce -6.5% 40,643 $3.5M
Compass Financial Group, INC 0.40% Reduce -15.8% 40,552 $3.5M
AAFMAA Wealth Management & Trust LLC 1.22% Add +13.1% 40,525 $3.5M
Pinnacle Bancorp, Inc. 0.90% Add +31.2% 40,365 $3.5M
Northern Lights Advisors, Inc. 1.89% Add +5.5% 40,337 $3.5M
Advance Capital Management, Inc. 0.11% Add +5.9% 40,168 $3.5M
Columbia Asset Management 0.60% Reduce -3.2% 40,157 $3.5M
Genesis Financial Group, LLC 2.25% Add +1.2% 40,137 $3.5M
WCG Wealth Advisors LLC 0.08% New 40,114 $3.5M
Acorn Wealth Advisors, LLC 0.84% Add +71.0% 40,097 $3.5M
Triangle Securities Wealth Management 0.69% Add +10.1% 40,090 $3.5M
Smith Salley Wealth Management 0.15% Add +2.0% 40,089 $3.5M
Walter & Keenan Wealth Management LLC /in/ 0.85% Add +3.5% 39,919 $3.4M
Flputnam Investment Management Co. 0.04% Add +1.2% 39,868 $3.4M
Fort Sheridan Advisors LLC 0.37% Add +6.8% 39,820 $3.4M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -83.1% 39,642 $3.4M
Adirondack Trust Co. 1.02% Add +1.1% 39,642 $3.4M
ProVise Management Group, LLC 0.23% Reduce -3.1% 39,620 $3.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.24% Add +1.4% 39,605 $3.4M
UNIVEST FINANCIAL Corp 0.17% Reduce -3.1% 39,547 $3.4M
Fenimore Asset Management Inc 0.07% No change 39,486 $3.4M
McAdam, LLC 0.13% Reduce -18.0% 39,333 $3.4M
Independent Wealth Network Inc. 0.86% Add +4.6% 39,322 $3.4M
Ancora Advisors LLC 0.07% Reduce -4.1% 39,201 $3.4M
Outlook Wealth Advisors, LLC 0.72% Add +0.8% 38,812 $3.3M
Range Advisory, LLC 0.40% Add +59.2% 38,802 $3.3M
Wingate Wealth Advisors, Inc. 1.47% Add +12.9% 38,766 $3.3M
Diversified Trust Co. 0.05% Reduce -8.8% 38,372 $3.3M
Caldwell Trust Co 0.27% Reduce -5.4% 38,167 $3.3M
Qube Research & Technologies Ltd 0.00% Add +169.4% 38,152 $3.3M
Davis R M Inc. 0.05% Add +0.4% 38,124 $3.3M
Red Wave Investments LLC 0.83% Reduce -0.4% 38,082 $3.3M
Strategic Equity Management 1.09% Add +483.4% 37,767 $3.3M
WealthPLAN Partners, LLC 0.62% New 37,744 $3.3M
Daymark Wealth Partners, LLC 0.08% Reduce -37.2% 37,728 $3.2M
Accurate Wealth Management, LLC 0.31% Add +4.5% 37,167 $3.2M
Jim Saulnier & Associates, LLC 1.30% Add +670.4% 37,625 $3.2M
Madden Advisory Services, Inc. 1.16% Add +47.6% 37,428 $3.2M
Stone Loft Wealth Management LLC 1.83% No change 36,683 $3.2M
Rockwood Wealth Management, LLC 0.20% Reduce -2.0% 37,269 $3.2M
Main Street Financial Solutions, LLC 0.21% Reduce -4.5% 37,199 $3.2M
Embree Financial Group 0.32% Reduce -18.6% 36,980 $3.2M
Geometric Wealth Advisors 0.34% No change 36,893 $3.2M
Blom & Howell Financial Planning, Inc. 2.64% Reduce -14.3% 36,781 $3.2M
Accretive Wealth Partners, LLC 0.77% Reduce -1.2% 36,743 $3.2M
Private Trust Co. NA 0.25% Add +3.1% 36,665 $3.2M
Motco 0.27% Reduce -0.8% 36,574 $3.2M
Blue Zone Wealth Advisors, LLC 0.55% Reduce -0.6% 36,516 $3.1M
Jordan Park Group LLC 0.16% Add +1.4% 36,504 $3.1M
Atlatl Advisers LLC 0.75% New 36,478 $3.1M
Global Wealth Management Investment Advisory, Inc. 0.45% Reduce -0.3% 36,459 $3.1M
Bernicke Wealth Management, Ltd. 0.36% No change 36,212 $3.1M
Freestone Capital Holdings, LLC 0.08% Add +5.0% 36,019 $3.1M
SwitchPoint Financial Planning, LLC 1.79% No change 36,017 $3.1M
49 Wealth Management, LLC 0.59% Add +37.8% 35,959 $3.1M
Alongside, LLC 0.59% — 35,959 $3.1M
IPG Investment Advisors LLC 0.44% No change 35,902 $3.1M
Westbourne Investments, Inc. 1.26% Add +0.2% 35,807 $3.1M
PW Nova Financial Services LLC 0.66% Reduce -0.4% 35,774 $3.1M
Ewa, LLC 0.56% Add +3.0% 35,745 $3.1M
American Institute for Advanced Investment Management, LLP 1.78% Add +0.2% 35,664 $3.1M
Advocate Group LLC 0.46% Add +62.5% 35,617 $3.1M
Paragon Private Wealth Management, LLC 0.80% Add +11.6% 35,610 $3.1M
WESPAC Advisors SoCal, LLC 0.55% Add +31.6% 35,533 $3.1M
CVA Family Office, LLC 0.28% Add +16.9% 35,512 $3.1M
Fidelis Capital Partners, LLC 0.18% Reduce -6.4% 35,509 $3.1M
Klingman & Associates, LLC 0.13% Reduce -8.7% 35,413 $3.1M
Safe Harbor Fiduciary, LLC 2.37% Add +3.6% 35,312 $3.0M
RS Crum Inc. 0.57% Add +0.3% 35,280 $3.0M
Silver Coast Investments LLC 0.90% Add +2.1% 35,243 $3.0M
Summit Investment Advisory Services, LLC 0.76% Reduce -6.2% 35,008 $3.0M
Asempa Wealth Advisors 2.29% Reduce -3.9% 34,901 $3.0M
L. Roy Papp & Associates, LLP 0.32% Reduce -1.4% 34,879 $3.0M
Ibex Wealth Advisors 0.23% Add +94.9% 34,704 $3.0M
Latko Wealth Management, Ltd. 1.26% Reduce -4.1% 34,545 $3.0M
Peapack Gladstone Financial Corp. 0.03% Add +6.9% 34,528 $3.0M
MilWealth Group LLC 0.63% No change 34,518 $3.0M
Hancock Whitney Corp. 0.05% Reduce -51.9% 34,398 $3.0M
Fulton Bank, N.A. 0.09% Add +0.5% 34,152 $2.9M
Ade, LLC 1.24% Reduce -3.0% 34,148 $2.9M
Patten & Patten Inc. 0.16% Add +0.4% 34,020 $2.9M
Mayport, LLC 0.45% Add +266.0% 33,859 $2.9M
Wealth Effects LLC 0.79% Add +3.3% 33,810 $2.9M
Flow Traders U.S. LLC 0.12% New 33,603 $2.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +42.6% 33,591 $2.9M
Medallion Wealth Advisors, LLC 0.91% Reduce -0.9% 33,567 $2.9M
Dorsey & Whitney Trust CO LLC 0.14% Reduce -11.6% 33,409 $2.9M
TMB Capital Partners, LLC 0.90% Add +4.5% 33,376 $2.9M
K2 Financial Inc. 2.01% Reduce -83.3% 32,866 $2.8M
Key Financial Inc 0.47% Reduce -0.3% 33,068 $2.8M
Bridges Investment Management Inc. 0.03% Reduce -0.7% 33,042 $2.8M
Callan Family Office, LLC 0.06% Add +713.4% 32,798 $2.8M
Moneywise, Inc. 1.05% Add +198.8% 32,720 $2.8M
BKM Wealth Management, LLC 1.00% Reduce -26.6% 32,631 $2.8M
Tannin Capital LLC 1.84% Reduce -2.9% 32,566 $2.8M
Convergence Financial, LLC 0.22% Reduce -4.6% 32,489 $2.8M
Juncture Wealth Strategies, LLC 0.72% Add +28.0% 32,097 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -49.2% 32,000 $2.8M
Evergreen Wealth Management, LLC 1.29% Add +2.0% 31,866 $2.7M
CDM Financial Counseling Services, Inc. 2.36% Reduce -1.5% 31,861 $2.7M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.15% Add +1.2% 31,821 $2.7M
CGC Financial Services, LLC 0.62% Add +14.7% 31,776 $2.7M
Wealth Watch Advisors, INC 0.89% Add +5.6% 31,708 $2.7M
Guardsman Private Capital Management, Inc. 1.90% No change 31,514 $2.7M
Truefg, LLC 0.63% Reduce -0.1% 31,424 $2.7M
Empowered Funds, LLC 0.01% Reduce -24.5% 31,371 $2.7M
Haverford Trust Co 0.02% Reduce -2.1% 31,273 $2.7M
Legacy Financial Group LLC 0.30% Reduce -0.2% 31,261 $2.7M
BXM Wealth LLC 1.46% Reduce -0.7% 31,176 $2.7M
Ritter Daniher Financial Advisory LLC / DE 0.41% Reduce -0.5% 31,127 $2.7M
Marco Investment Management LLC 0.18% Reduce -0.2% 31,102 $2.7M
HSBC Holdings PLC 0.00% No change 31,008 $2.7M
Larson Financial Group LLC 0.07% Add +6.8% 30,916 $2.7M
Atlas Legacy Advisors, LLC 0.39% Reduce -3.8% 30,857 $2.7M
Iron Gate Global Advisors LLC 0.26% Add +2.3% 30,794 $2.7M
Sagace Wealth Management LLC 1.68% Add +0.8% 30,787 $2.7M
Gallagher Capital Advisors, LLC 1.52% Reduce -8.4% 30,766 $2.7M
Synergy Asset Management, LLC 0.25% Reduce -3.3% 30,634 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -91.1% 30,557 $2.6M
Integrated Advisors Network LLC 0.12% Add +0.2% 30,540 $2.6M
Next Capital Management LLC 0.71% No change 30,404 $2.6M
KPP Advisory Services LLC 0.33% Add +1.0% 30,372 $2.6M
May Hill Capital, LLC 0.54% Reduce -0.5% 30,175 $2.6M
KLCM Advisors, Inc. 0.21% Add +3.3% 30,144 $2.6M
Norris Perne & French LLP 0.11% Reduce -4.6% 30,055 $2.6M
Asset Dedication, LLC 0.16% Add +3.1% 29,845 $2.6M
DT Investment Partners, LLC 0.19% No change 29,808 $2.6M
Stratos Wealth Advisors, LLC 0.14% Add +0.3% 29,724 $2.6M
Trilogy Capital Inc. 0.10% Add +5.5% 29,710 $2.6M
Coppell Advisory Solutions LLC 0.21% New 58,670 $2.6M
RMG Wealth Management LLC 0.26% Reduce -92.4% 28,645 $2.5M
Compass Capital Corp. /Ma/ 0.82% Reduce -83.8% 28,207 $2.5M
Sfam, LLC 2.05% Reduce -28.7% 29,166 $2.5M
Goldstein Advisors, LLC 0.23% Add +6.1% 29,130 $2.5M
Fjell Capital, LLC 1.70% Reduce -2.3% 29,007 $2.5M
Independent Advisor Alliance 0.06% Reduce -97.0% 28,998 $2.5M
Balefire, LLC 0.41% Reduce -0.7% 28,956 $2.5M
EFG International AG 0.05% Reduce -1.2% 28,931 $2.5M
Harbor Group, Inc. 0.29% Reduce -0.2% 28,889 $2.5M
Shelton Capital Management 0.05% Reduce -0.5% 28,837 $2.5M
Strive Financial Group ,LLC 1.08% Add +97.5% 28,814 $2.5M
Powell Investment Advisors, LLC 0.78% No change 28,775 $2.5M
RTD Financial Advisors, Inc. 0.27% Add +10.7% 28,740 $2.5M
Hanson & Doremus Investment Management 0.25% Reduce -2.6% 28,602 $2.5M
Glenview Trust Co 0.03% Add +7.5% 28,569 $2.5M
Confluence Wealth Services, Inc. 0.07% Add +30.5% 28,509 $2.5M
Barnes Wealth Management Group, Inc 1.13% Reduce -0.1% 28,487 $2.5M
Harbour Capital Advisors, LLC 0.45% Reduce -83.1% 28,052 $2.5M
Ballast Financial Advisors LLC 2.22% Add +1.5% 28,423 $2.4M
Graves Light Lenhart Wealth, Inc. 0.23% Add +8.5% 28,354 $2.4M
United Bank 0.29% Add +3.2% 28,326 $2.4M
Integrity Advisory Solutions, LLC 0.25% Add +14.7% 28,234 $2.4M
Silverlake Wealth Management LLC 0.46% Reduce -7.2% 28,149 $2.4M
Evanson Financial, LLC 0.12% — 28,130 $2.4M
Vertrix Wealth Management, LLC 0.81% Add +23.1% 28,014 $2.4M
Retirement Income Solutions, Inc. 0.42% Reduce -83.3% 5,521 $2.4M
VestGen Investment Management 1.27% Reduce -22.8% 27,799 $2.4M
Investor's Fiduciary Advisor Network, LLC 0.81% Reduce -17.2% 27,777 $2.4M
CWA Asset Management Group, LLC 0.07% Add +5.4% 27,750 $2.4M
Vident Advisory, LLC 0.02% Add +621.1% 27,732 $2.4M
Element Squared LLC 1.18% Reduce -2.6% 27,611 $2.4M
Pecaut & Co. 0.72% Reduce -0.8% 27,432 $2.4M
Camarda Financial Advisors, LLC 0.71% Reduce -5.2% 27,420 $2.4M
Prosperity Consulting Group, LLC 0.09% Reduce -1.7% 27,279 $2.3M
Icon Wealth Advisors, LLC 0.14% Reduce -81.3% 27,237 $2.3M
Goodman Advisory Group, LLC 0.54% Reduce -59.5% 27,137 $2.3M
Tectonic Advisors LLC 0.11% Reduce -2.0% 27,136 $2.3M
MOKAN Wealth Management Inc. 0.89% Add +5.1% 26,975 $2.3M
Rollins Financial Advisors, LLC 0.31% Reduce -0.7% 26,963 $2.3M
Accel Wealth Management 0.52% Add +3.7% 26,896 $2.3M
SkyOak Wealth, LLC 0.38% Add +9.3% 26,876 $2.3M
Clarendon Private LLC 1.48% Add +0.1% 26,775 $2.3M
Retirement Planning Co of New England, Inc. 0.83% Reduce -2.2% 26,774 $2.3M
First Trust Advisors LP 0.00% Add +7.0% 26,733 $2.3M
Serenity Investment Advisors 0.98% Reduce -83.1% 26,382 $2.3M
Alta Wealth Advisors LLC 0.62% Reduce -0.7% 26,676 $2.3M
Sunburst Financial Group, LLC 0.38% No change 26,492 $2.3M
Bravera Wealth 0.87% Add +4.0% 26,462 $2.3M
Allstreet Capital Advisors LLC 1.48% Add +6.0% 26,455 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Add +80.2% 26,440 $2.3M
Congress Asset Management Co. 0.01% Reduce -2.6% 26,436 $2.3M
Baker Avenue Asset Management, LP 0.04% Add +10.3% 26,376 $2.3M
International Assets Investment Management, LLC 0.14% Add +3.7% 26,290 $2.3M
Nicholas Hoffman & Company, LLC. 0.05% No change 26,248 $2.3M
Basso Capital Management, L.P. 0.56% New 26,170 $2.3M
Olde Wealth Management, LLC 0.64% Reduce -2.8% 26,174 $2.3M
Capital Investment Counsel, LLC 0.28% Reduce -2.7% 26,097 $2.2M
Mogy Joel R Investment Counsel Inc. 0.13% No change 25,998 $2.2M
Orin Green Financial, LLC 0.83% Reduce -3.4% 25,975 $2.2M
Sovran Advisors, LLC 0.17% Reduce -83.5% 26,832 $2.2M
Saiph Capital, LLC 0.67% Add +1.0% 25,922 $2.2M
Mission Creek Capital Partners, Inc. 0.39% Reduce -2.2% 25,906 $2.2M
Cypress Point Wealth Management, LLC 0.45% No change 25,817 $2.2M
Community Trust & Investment Co. 0.11% No change 25,806 $2.2M
Cardinal Point Capital Management ULC 0.13% Reduce -11.7% 25,788 $2.2M
Quadrant Capital Group LLC 0.06% Add +18.3% 25,764 $2.2M
Obermeyer Wealth Partners 0.09% Reduce -0.4% 25,728 $2.2M
Boyd Wealth Management, LLC 0.84% Add +0.4% 25,671 $2.2M
Bedel Financial Consulting, Inc. 0.21% Reduce -4.6% 25,658 $2.2M
Staley Capital Advisers Inc. 0.09% No change 25,638 $2.2M
Kearns & Associates LLC 1.03% No change 25,611 $2.2M
Obsidian Cio, LLC 1.64% Reduce -2.1% 25,606 $2.2M
Oxford Financial Group, LTD. LLC 0.11% Reduce -20.5% 25,518 $2.2M
Winch Advisory Services, LLC 0.46% Add +13.8% 25,500 $2.2M
Daybright Advisory Services, Inc. 0.52% Add +2.3% 25,776 $2.2M
Proactive Wealth Strategies LLC 0.35% Reduce -1.7% 25,466 $2.2M
Liberty Wealth Management LLC 0.27% Reduce -83.3% 5,020 $2.2M
Cibc World Market Inc. 0.00% Add +5.4% 25,410 $2.2M
Compass Advisory Group LLC 0.52% No change 25,180 $2.2M
Kirtland Hills Capital Management, LLC 0.62% Reduce -83.3% 25,104 $2.2M
Tandem Capital Management Corp. 0.91% Reduce -0.2% 25,098 $2.2M
Whittier Trust Co. 0.02% No change 24,887 $2.2M
REDW Wealth LLC 0.77% Reduce -0.7% 25,028 $2.2M
Next Level Private LLC 0.42% No change 24,987 $2.2M
Taylor Hoffman Capital Management LLC 0.52% Add +6.1% 24,984 $2.2M
Detalus Advisors, LLC 0.42% No change 24,911 $2.1M
DeLarme Wealth Management, Inc. 1.24% Reduce -0.8% 24,866 $2.1M
White Knight Strategic Wealth Advisors, LLC 1.50% Reduce -1.1% 24,859 $2.1M
Avant Capital LLC 1.34% Add +0.4% 24,741 $2.1M
Kane Investment Management, Inc. 0.91% Reduce -2.8% 24,679 $2.1M
GAMMA Investing LLC 0.08% Add +0.7% 24,546 $2.1M
Compass Ion Advisors, LLC 0.18% Reduce -18.5% 24,504 $2.1M
TD Waterhouse Canada Inc. 0.01% Reduce -1.4% 24,407 $2.1M
Vision Retirement, LLC 0.51% Reduce -2.7% 24,421 $2.1M
Park Place Capital Corp 0.33% No change 24,375 $2.1M
Rossmore Private Capital 0.17% Reduce -0.9% 24,312 $2.1M
MW Advisory, LLC 0.84% — 24,288 $2.1M
Money Concepts Capital Corp. 0.10% Add +7.8% 24,284 $2.1M
Manchester Capital Management LLC 0.27% Reduce -2.7% 24,201 $2.1M
Southern Capital Advisors, LLC 0.87% Add +0.7% 24,152 $2.1M
Oakworth Capital, Inc. 0.10% No change 23,964 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +2.8% 23,942 $2.1M
CBM Financial, LLC 1.23% Reduce -84.3% 24,178 $2.1M
Aventus Investment Advisors, Inc. 1.51% Reduce -0.8% 23,880 $2.1M
First Manhattan Co. Llc. 0.01% Add +4.9% 23,852 $2.1M
NorthLanding Financial Partners, LLC 1.41% Reduce -0.2% 23,722 $2.0M
Marquette Asset Management, LLC 0.26% Reduce -4.6% 23,699 $2.0M
Bridgewater Advisors Inc. 0.11% Reduce -83.5% 23,384 $2.0M
West Financial Advisors, LLC 0.31% Add +0.1% 23,639 $2.0M
LaFleur & Godfrey LLC 0.24% Add +6.9% 23,514 $2.0M
Douglass Winthrop Advisors, LLC 0.03% Reduce -12.1% 23,504 $2.0M
Breakwater Capital Group 0.24% No change 23,478 $2.0M
Athena Investment Management 1.20% Add +1.7% 23,450 $2.0M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -9.4% 23,424 $2.0M
Maia Wealth LLC 0.30% Reduce -11.3% 23,414 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +4.5% 23,391 $2.0M
Sage Financial Management Group, Inc. 0.55% Add +6.3% 23,388 $2.0M
Winslow Capital Management, LLC 0.01% Reduce -34.8% 23,347 $2.0M
Kroeger Financial Partners 1.94% — 23,312 $2.0M
Asset Management Group, Inc. 0.29% Reduce -0.5% 23,237 $2.0M
IFC Advisors LLC 0.25% No change 23,208 $2.0M
Security National Bank of So Dak 0.92% Add +1.6% 23,193 $2.0M
Focused Alpha, LLC 0.51% Add +1.1% 23,186 $2.0M
Marks Group Wealth Management, Inc 0.17% No change 23,167 $2.0M
Westfield Capital Management Co. LP 0.01% Add +58.0% 23,166 $2.0M
Fusion Family Wealth, LLC 0.13% No change 23,064 $2.0M
Equity Wealth Partners, LLC 0.71% Add +1.4% 23,053 $2.0M
Yelin Lapidot Holdings Management Ltd. 0.38% No change 23,010 $2.0M
Verus Capital Partners, LLC 0.11% Add +4.8% 23,003 $2.0M
Cypress Financial Planning LLC 0.48% Add +0.9% 22,983 $2.0M
Pinney & Scofield, Inc. 0.97% Add +10.2% 22,919 $2.0M
Deutsche Bank AG 0.00% No change 22,782 $2.0M
Western Reserve Capital Management, LLC 1.45% Add +2.4% 22,768 $2.0M
Maripau Wealth Management LLC 0.70% Add +1.6% 22,766 $2.0M
Ally Invest Advisors Inc. 0.12% Reduce -4.5% 22,749 $2.0M
Lincoln Capital LLC 0.35% Add +4.7% 22,709 $2.0M
Elm Partners Management LLC 0.07% Add +12.6% 22,697 $2.0M
HORAN Wealth, LLC 0.24% Reduce -54.4% 22,665 $2.0M
Sfm, LLC 1.00% Reduce -5.1% 22,662 $2.0M
Kiley Juergens Wealth Management, LLC 0.31% Reduce -0.6% 22,654 $2.0M
Strategic Wealth Partners, Ltd. 0.12% Reduce -8.2% 22,637 $1.9M
Foster Group, Inc. 0.05% Add +5.5% 22,599 $1.9M
WealthCare Investment Partners, LLC 0.47% Reduce -1.6% 22,582 $1.9M
Walkner Condon Financial Advisors LLC 0.22% Reduce -12.8% 22,526 $1.9M
Crux Wealth Advisors 0.67% Reduce -1.0% 22,503 $1.9M
Lantz Financial LLC 0.35% No change 22,487 $1.9M
Spinnaker Investment Group, LLC 0.31% Add +3.9% 22,433 $1.9M
Prepared Retirement Institute LLC 0.82% No change 22,427 $1.9M
Aprio Wealth Management, LLC 0.10% Reduce -14.0% 22,414 $1.9M
WESPAC Advisors, LLC 0.94% Add +0.3% 22,287 $1.9M
Foguth Wealth Management, LLC. 0.22% Reduce -81.7% 22,490 $1.9M
Jackson, Grant Investment Advisers, Inc. 0.59% No change 22,234 $1.9M
Arkos Global Advisors 0.23% No change 22,102 $1.9M
World Equity Group, Inc. 0.42% Reduce -17.2% 21,822 $1.9M
Cherry Tree Wealth Management, LLC 0.35% Add +2.4% 21,802 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +19.5% 21,939 $1.9M
Aua Capital Management, LLC 0.87% Reduce -0.6% 21,734 $1.9M
First Citizens Bank & Trust Co. 0.03% Reduce -6.3% 21,714 $1.9M
PAX Financial Group, LLC 0.28% Add +196.4% 21,699 $1.9M
Intrua Financial, LLC 0.18% Reduce -9.0% 21,651 $1.9M
Stonebrook Private Inc. 0.34% Reduce -5.5% 21,637 $1.9M
Summit Wealth & Retirement Planning, Inc. 0.39% Add +3.8% 21,590 $1.9M
Innovative Wealth Building LLC 1.08% Add +6.9% 21,501 $1.9M
Entrewealth, LLC 0.69% Add +372.8% 20,880 $1.9M
RiverFront Investment Group, LLC 0.02% Add +7.8% 21,476 $1.8M
Cedar Mountain Advisors, LLC 0.32% Add +19.7% 21,465 $1.8M
Investments & Financial Planning, LLC 0.87% Add +0.1% 21,440 $1.8M
Ponta Wealth Partners, LLC 0.98% New 21,350 $1.8M
Optima Capital LLC 0.72% Reduce -6.9% 21,081 $1.8M
Colonial Trust Co / SC 0.23% Reduce -0.4% 21,056 $1.8M
Fiduciary Trust Co 0.02% Add +0.9% 20,972 $1.8M
Robinson Smith Wealth Advisors LLC 1.08% No change 20,954 $1.8M
PCM Encore, LLC 0.32% Reduce -0.8% 20,952 $1.8M
New Republic Capital, LLC 0.41% No change 20,902 $1.8M
Cohen Investment Advisors LLC 0.81% Add +4.6% 20,899 $1.8M
SHP Wealth Management 0.12% Add +26.4% 20,834 $1.8M
Trinity Financial Advisors LLC 0.46% Reduce -0.3% 20,803 $1.8M
Zinnia Wealth Advisory, LLC 1.83% Reduce -47.3% 20,787 $1.8M
Twin Lakes Capital Management, LLC 0.68% No change 20,715 $1.8M
Provenance Wealth Advisors, LLC 0.17% No change 20,688 $1.8M
Wiser Advisor Group LLC 1.95% Reduce -10.6% 20,624 $1.8M
Donalies Financial Planning, LLC 1.31% Reduce -0.6% 20,612 $1.8M
McAlister, Sweet & Associates, Inc. 0.94% Add +3.6% 20,525 $1.8M
Bogart Wealth, LLC 0.06% Add +23.7% 20,488 $1.8M
Northwest Bancshares, Inc. 0.32% Reduce -2.9% 20,481 $1.8M
Brady Martz Wealth Solutions, LLC 0.27% Reduce -0.9% 20,475 $1.8M
Tenon Financial LLC 0.57% Add +52.5% 20,427 $1.8M
Pekin Hardy Strauss, Inc. 0.15% Reduce -1.0% 20,394 $1.8M
Steele Capital Management, Inc. 0.06% New 20,372 $1.8M
Parr McKnight Wealth Management Group, LLC 0.21% Add +1.4% 20,359 $1.8M
TFB Advisors LLC 0.77% Reduce -1.6% 20,358 $1.8M
Eldridge Investment Advisors, Inc. 0.35% Reduce -2.6% 20,323 $1.8M
Timbuktu Capital Management, LLC 2.63% — 20,320 $1.8M
River Wealth Advisors LLC 0.18% Reduce -7.4% 20,301 $1.7M
Granville Capital, Inc. 0.78% Reduce -3.7% 20,289 $1.7M
Easterly Investment Partners LLC 0.09% Reduce -80.5% 20,268 $1.7M
Silver Oak Securities, Incorporated 0.11% Reduce -43.7% 20,153 $1.7M
Latitude Advisors, LLC 0.69% Add +16.6% 20,050 $1.7M
Avestar Capital, LLC 0.10% No change 19,896 $1.7M
Operose Advisors LLC 0.33% Reduce -1.0% 19,838 $1.7M
William Mack & Associates, Inc. 0.60% Add +22.0% 19,827 $1.7M
First Bancorp, Inc 0.67% Add +3.5% 19,807 $1.7M
Perryman Financial Advisory Inc. 0.23% Reduce -1.3% 19,706 $1.7M
CRA Financial Services, LLC 0.20% Add +1.5% 19,696 $1.7M
Noesis Capital Mangement Corp. 0.20% Reduce -6.0% 19,586 $1.7M
Claro Advisors Inc. 0.18% No change 19,539 $1.7M
First National Trust Co 0.06% Reduce -14.7% 19,526 $1.7M
Pennington Partners & Co., LLC 0.54% No change 19,507 $1.7M
Annex Advisory Services, LLC 0.03% Add +8.3% 19,456 $1.7M
Certuity, LLC 0.08% Reduce -1.9% 19,343 $1.7M
Northwest Wealth Advisors, LLC 0.96% Add +5.9% 19,394 $1.7M
Revisor Wealth Management LLC 0.40% Add +14.8% 19,385 $1.7M
Spartan Wealth Advisory Services LLC 0.14% Reduce -7.3% 19,382 $1.7M
Jeppson Wealth Management, LLC 0.49% Reduce -1.0% 19,346 $1.7M
Lifeworks Advisors, LLC 0.17% Add +2.4% 19,320 $1.7M
LifeSteps Financial, Inc. 0.78% Reduce -1.3% 19,298 $1.7M
Boston Trust Walden Corp 0.01% No change 19,236 $1.7M
Chapin Davis, Inc. 0.29% Reduce -2.3% 19,219 $1.7M
Ruggaard & Associates LLC 0.59% Add +2.4% 19,101 $1.6M
Aureus Asset Management, LLC 0.10% No change 19,098 $1.6M
Occidental Asset Management, LLC 0.16% Reduce -34.1% 19,063 $1.6M
Harmony Asset Management LLC 0.44% Add +2.2% 19,056 $1.6M
LRI Investments, LLC 0.13% Add +0.2% 19,056 $1.6M
Curtis Advisory Group, LLC 0.32% Reduce -1.2% 19,038 $1.6M
Canandaigua National Bank & Trust Co. 0.14% — 18,984 $1.6M
Maloon Powers Pitre Higgins & Dennehy, LLC 0.56% — 18,972 $1.6M
Graetz Wealth LLC 1.30% Reduce -7.8% 18,971 $1.6M
Tanglewood Legacy Advisors, LLC 0.53% No change 18,912 $1.6M
Breakwater Investment Management 0.55% No change 18,881 $1.6M
SK Wealth Management, LLC 0.37% Reduce -16.7% 18,237 $1.6M
Graney & King, LLC 0.58% Reduce -13.9% 18,831 $1.6M
Archer Investment Management, LLC 0.55% Reduce -0.5% 18,828 $1.6M
IMC-Chicago, LLC 0.01% Reduce -78.7% 18,811 $1.6M
Cane Capital Partners, LLC 0.65% Reduce -30.6% 18,723 $1.6M
Team Hewins, LLC 0.44% No change 18,708 $1.6M
Stablepoint Partners, LLC 0.22% Add +9.9% 18,660 $1.6M
New England Private Wealth Advisors LLC 0.16% Reduce -0.4% 19,248 $1.6M
Canal Capital Management, LLC 0.20% Add +18.6% 18,650 $1.6M
Matrix Asset Advisors Inc. 0.13% Reduce -6.0% 18,563 $1.6M
Hilltop National Bank 0.34% Reduce -14.8% 18,548 $1.6M
Retirement Guys Formula LLC 0.60% Reduce -31.9% 18,447 $1.6M
Goodwin Investment Advisory 3.19% Reduce -0.8% 18,416 $1.6M
Fiduciary Financial Group, LLC 0.18% No change 18,297 $1.6M
Del-Sette Capital Management, LLC 0.92% Reduce -0.3% 18,268 $1.6M
360 Financial, Inc. 0.40% Reduce -6.1% 18,174 $1.6M
Mb, Levis & Associates, LLC 0.58% No change 18,150 $1.6M
Ingalls & Snyder LLC 0.04% Reduce -10.0% 18,082 $1.6M
HBW Advisory Services LLC 0.14% Reduce -2.2% 18,051 $1.6M
Realta Investment Advisors 0.48% Add +54.8% 18,009 $1.6M
Delta Capital Management LLC 0.72% Reduce -83.3% 18,000 $1.6M
Intellectus Partners, LLC 0.27% Add +0.3% 18,002 $1.6M
Nautilus Advisors LLC 0.91% Reduce -1.9% 17,717 $1.5M
Dana Investment Advisors, Inc. 0.04% Add +2.5% 17,943 $1.5M
Bull Oak Capital, LLC 0.51% No change 17,886 $1.5M
Sound Income Strategies, LLC 0.07% Reduce -4.1% 17,885 $1.5M
Trust Co. of Vermont 0.06% — 17,871 $1.5M
Rockbridge Investment Management, LCC 0.12% No change 17,826 $1.5M
Waller Financial Planning Group, Inc. 0.32% Reduce -6.4% 17,775 $1.5M
Libra Wealth LLC 0.39% No change 17,766 $1.5M
Cosner Financial Group, LLC 0.79% Reduce -9.6% 17,755 $1.5M
Burney Co./ 0.04% Add +5.1% 17,733 $1.5M
Patriot Investment Management Group, Inc. 0.09% No change 17,722 $1.5M
Independence Bank of Kentucky 0.17% Reduce -1.4% 17,708 $1.5M
Farmers & Merchants Investments Inc. 0.04% Add +12.0% 17,622 $1.5M
Luminvest Wealth Management LLC 0.35% Reduce -18.8% 17,590 $1.5M
WealthTrak Capital Management LLC 1.00% Reduce -1.8% 17,579 $1.5M
Hurley Capital, LLC 0.78% Add +0.6% 17,534 $1.5M
Jacobi Capital Management LLC 0.07% Add +0.5% 17,534 $1.5M
Strait & Sound Wealth Management LLC 0.53% Add +0.2% 17,520 $1.5M
Founders Financial Alliance, LLC 0.20% Reduce -33.5% 17,484 $1.5M
Net Worth Advisory Group 0.38% Reduce -62.2% 17,455 $1.5M
Greenhouse Wealth Management, LLC 1.05% Reduce -43.4% 17,424 $1.5M
Cornell Pochily Investment Advisors, Inc. 0.40% Add +1.2% 17,411 $1.5M
180 Wealth Advisors, LLC 0.15% Reduce -2.4% 17,390 $1.5M
MKT Advisors LLC 0.46% Add +21.5% 17,382 $1.5M
AMG Asset Management Group, Inc. 0.93% Reduce -1.1% 17,316 $1.5M
Tme Financial, Inc. 0.92% Reduce -21.4% 17,303 $1.5M
KilterHowling LLC 0.67% Add +0.1% 17,287 $1.5M
Southland Equity Partners LLC 0.26% Reduce -62.1% 17,285 $1.5M
Waterloo Capital, L.P. 0.08% Add +276.8% 17,272 $1.5M
AMG National Trust Bank 0.03% Reduce -16.7% 17,256 $1.5M
Strategic Financial Services, Inc. 0.07% Reduce -2.3% 17,253 $1.5M
Sageworth Trust Co 0.06% No change 17,184 $1.5M
Generation Capital Management LLC 0.90% New 17,115 $1.5M
Grange Capital, LLC 1.36% Reduce -6.6% 17,111 $1.5M
HF Advisory Group, LLC 0.45% Reduce -1.0% 17,067 $1.5M
Shepherd Financial Partners LLC 0.12% Reduce -4.7% 17,010 $1.5M
Chemistry Wealth Management LLC 0.23% Add +20.9% 16,901 $1.5M
Headinvest, LLC 0.27% Reduce -4.5% 16,882 $1.5M
GeoWealth Management, LLC 0.05% Reduce -19.1% 16,878 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Add +412.4% 16,848 $1.5M
Boulder Wealth Advisors, LLC 0.53% New 16,832 $1.4M
Encompass Wealth Advisors, LLC 0.44% No change 16,812 $1.4M
Passive Capital Management, LLC. 0.45% Reduce -84.0% 2,965 $1.4M
Phillips Financial Management, LLC 0.11% Reduce -0.2% 16,758 $1.4M
Balboa Wealth Partners 0.20% Add +8.7% 16,748 $1.4M
Generations Wealth, LLC 1.37% Reduce -18.6% 16,728 $1.4M
Capital Asset Managemnet, LLC 3.23% Reduce -2.6% 16,655 $1.4M
Legacy Wealth Partners, LLC 0.32% Add +4.7% 16,648 $1.4M
Cambria Investment Management, L.P. 0.07% Add +6.1% 16,634 $1.4M
Plancorp, LLC 0.03% Reduce -65.0% 16,618 $1.4M
Thompson David Blair 0.72% Add +15.7% 16,613 $1.4M
Gryphon Financial Partners LLC 0.13% Add +4.5% 16,584 $1.4M
Personal Cfo Solutions, LLC 0.21% Add +6.6% 16,493 $1.4M
Principal Financial Group Inc. 0.00% Reduce -62.3% 16,487 $1.4M
Traynor Capital Management, Inc. 0.07% Reduce -8.4% 16,480 $1.4M
Holos Integrated Wealth LLC 0.66% Reduce -1.1% 16,486 $1.4M
SeaCrest Wealth Management, LLC 0.16% Reduce -28.5% 16,435 $1.4M
Michels Family Financial, LLC 0.91% Reduce -0.6% 16,409 $1.4M
Thayer Partners, LLC / MA 0.58% Add +3.9% 16,315 $1.4M
Precision Wealth Strategies, LLC 0.42% Reduce -4.0% 16,315 $1.4M
Florida Financial Advisors, LLC 0.24% Add +5.4% 16,306 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -83.3% 3,211 $1.4M
Sterling Wealth Management, Inc. 0.35% No change 16,275 $1.4M
Private Capital Management, LLC 0.13% Add +28.3% 16,209 $1.4M
Horizon Investment Services, LLC 0.39% Add +2.1% 16,186 $1.4M
Sentinel Wealth Management, Inc. 0.98% No change 16,134 $1.4M
SageGuard Financial Group, LLC 0.20% Reduce -54.1% 16,117 $1.4M
Crescent Grove Advisors, LLC 0.12% Reduce -16.3% 16,068 $1.4M
Alteri Wealth LLC 0.38% Add +0.5% 15,991 $1.4M
Fortis Capital Advisors, LLC 0.15% Reduce -0.6% 15,962 $1.4M
TBH Global Asset Management, LLC 0.25% Reduce -4.5% 15,959 $1.4M
Golden State Wealth Management, LLC 0.13% Reduce -0.2% 15,923 $1.4M
Evolution Wealth Management Inc. 0.80% Add +17.3% 15,870 $1.4M
Frank, Rimerman Advisors LLC 0.08% No change 15,858 $1.4M
Marion Wealth Management 0.28% Reduce -2.5% 15,846 $1.4M
Linscomb Wealth, Inc. 0.06% Add +3.8% 15,842 $1.4M
Marin Bay Wealth Advisors, LLC 0.73% Reduce -1.1% 15,841 $1.4M
LPWM LLC 0.30% Add +2.0% 15,823 $1.4M
Security National Bank of Sioux City Iowa 0.56% Add +35.7% 15,799 $1.4M
Gilbert & Cook, Inc. 0.16% Reduce -4.0% 15,781 $1.4M
Formulate Financial LLC 1.43% No change 15,774 $1.4M
Scarborough Advisors, LLC 0.16% Add +0.9% 15,843 $1.4M
Tandem Financial, LLC 0.43% Reduce -2.3% 15,630 $1.3M
Valley National Advisers Inc. 0.15% Reduce -2.1% 15,594 $1.3M
Providence Capital Advisors, LLC 0.20% Reduce -7.9% 15,541 $1.3M
G&S Capital LLC 0.39% Reduce -14.9% 15,527 $1.3M
Gladwyn Financial Advisors, Inc. 0.84% Reduce -5.8% 15,509 $1.3M
First County Bank 0.63% Reduce -4.0% 15,464 $1.3M
Three Magnolias Financial Advisors, LLC 0.74% Reduce -2.2% 15,457 $1.3M
Collective Family Office LLC 0.27% Add +13.2% 15,375 $1.3M
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -1.2% 15,352 $1.3M
Indiana Trust & Investment Management Co 0.36% No change 15,324 $1.3M
Beacon Financial Advisory LLC 0.26% Reduce -3.4% 15,321 $1.3M
TCI Wealth Advisors, Inc. 0.06% Reduce -0.6% 15,311 $1.3M
Signature Equity Partners, LLC 0.61% Add +33.2% 15,307 $1.3M
Buck Wealth Strategies, LLC 0.14% Reduce -11.8% 15,298 $1.3M
Jennison Associates LLC 0.00% Reduce -77.0% 15,296 $1.3M
Wealthquest Corp 0.08% Add +0.2% 15,294 $1.3M
Badgley Phelps Wealth Managers, LLC 0.02% Add +7.6% 15,263 $1.3M
Seneschal Advisors, LLC 0.90% Reduce -1.6% 15,230 $1.3M
Sherman Wealth Management LLC 0.99% Reduce -0.9% 15,219 $1.3M
Webster Bank, N. A. 0.11% Reduce -3.4% 15,204 $1.3M
Farmers National Bank 0.27% Add +3.5% 15,189 $1.3M
Investmark Advisory Group LLC 0.49% Add +2.0% 15,129 $1.3M
Silver Grove Financial Group, Inc. 0.70% Add +6.3% 15,120 $1.3M
Marex Group Ltd 0.01% Reduce -58.7% 15,097 $1.3M
Patton Albertson Miller Group, LLC 0.13% Reduce -4.3% 15,081 $1.3M
Brown Miller Wealth Management, LLC 0.33% Reduce -1.4% 15,077 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.1% 15,030 $1.3M
Johnson Financial Group, Inc. 0.04% Reduce -2.8% 15,020 $1.3M
WealthPlan Investment Management, LLC 0.06% Reduce -1.3% 14,995 $1.3M
Flagship Private Wealth, LLC 0.46% Reduce -3.7% 14,972 $1.3M
Madrid Wealth Management, LLC 0.85% No change 14,964 $1.3M
Alaska Wealth Advisors, LLC 0.14% Add +5.4% 14,760 $1.3M
Tsfg, LLC 0.16% Add +2.8% 14,753 $1.3M
Sonoma Private Wealth LLC 1.36% No change 14,748 $1.3M
Harbor Asset Planning, Inc. 0.95% Reduce -4.7% 14,741 $1.3M
Twin City Private Wealth, LLC 0.89% Add +10.6% 14,736 $1.3M
Fielder Capital Group LLC 0.27% No change 14,683 $1.3M
TRUE Private Wealth Advisors 0.11% Reduce -11.9% 14,663 $1.3M
Conservest Capital Advisors, Inc. 0.10% Reduce -1.3% 14,634 $1.3M
Rather & Kittrell, Inc. 0.18% No change 14,628 $1.3M
RKL Wealth Management LLC 0.10% No change 14,625 $1.3M
GWN Securities Inc. 0.21% Add +9.4% 14,553 $1.3M
Herold Advisors, Inc. 0.25% Add +3.6% 14,511 $1.3M
PDS Planning, Inc 0.07% No change 14,501 $1.2M
Advyzon Investment Management, LLC 0.09% Add +39.1% 14,484 $1.2M
Argentarii, LLC 0.38% Add +5.3% 14,053 $1.2M
Holderness Investments Co. 0.21% Add +2.4% 14,447 $1.2M
Caldwell Sutter Capital, Inc. 0.47% Reduce -4.6% 14,435 $1.2M
Aviso Wealth Management 0.42% No change 14,413 $1.2M
Wealth Architects, LLC 0.10% Add +0.3% 14,400 $1.2M
Nordwand Advisors, LLC 0.19% No change 14,400 $1.2M
Cordgrass Capital Advisors, LLC 0.46% Add +9.0% 14,385 $1.2M
Hoxton Planning & Management, LLC 0.32% Reduce -0.9% 14,362 $1.2M
Evolution Wealth Advisors, LLC 0.14% Reduce -6.7% 14,316 $1.2M
Summit Financial Strategies, Inc. 0.09% Add +0.4% 14,297 $1.2M
Bridgewealth Advisory Group, LLC 0.23% Reduce -2.5% 14,241 $1.2M
Narus Financial Partners, LLC 0.31% Add +42.6% 14,199 $1.2M
IFG Advisors, LLC 0.17% Reduce -1.1% 14,155 $1.2M
National Bank of Canada 0.00% Add +36.9% 14,082 $1.2M
Hughes Financial Services, LLC 0.16% No change 14,046 $1.2M
Interchange Capital Partners, LLC 0.23% Reduce -7.0% 14,027 $1.2M
Sequent Planning LLC 0.26% Add +11.6% 13,956 $1.2M
Lynx Investment Advisory 0.39% Add +40.0% 13,951 $1.2M
Focused Wealth Management, Inc 0.11% Reduce -0.9% 13,859 $1.2M
Allen Capital Group, LLC 0.10% Add +3.4% 13,820 $1.2M
Myecfo, LLC 0.45% Add +4.0% 13,812 $1.2M
J Hagan Capital, Inc. 0.55% Add +5.3% 13,781 $1.2M
First National Bank Sioux Falls 0.32% Reduce -83.3% 2,428 $1.2M
Alley Investment Management Company, LLC 0.14% Reduce -1.4% 13,705 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +1.7% 13,688 $1.2M
Waterfront Wealth Inc. 0.18% Add +1.5% 13,489 $1.2M
Strategic Wealth Investment Group, LLC 0.14% Reduce -3.2% 13,587 $1.2M
Roundview Capital LLC 0.06% No change 13,572 $1.2M
Cottage Street Advisors LLC 0.45% Reduce -4.0% 13,562 $1.2M
Wealth Advisors of Iowa, LLC 0.32% Reduce -4.9% 13,521 $1.2M
Rasp Wealth Solutions, LLC 0.39% — 13,502 $1.2M
Camelot Portfolios, LLC 0.82% Reduce -1.8% 13,413 $1.2M
Soltis Investment Advisors LLC 0.07% Add +2.3% 13,398 $1.2M
Spectrum Asset Management, Inc. (NB/CA) 0.32% No change 13,308 $1.1M
Baring Financial LLC 0.63% Reduce -13.6% 13,259 $1.1M
Kensington Investment Counsel, LLC 0.50% Add +178.3% 13,240 $1.1M
Black Swift Group, LLC 0.16% No change 13,200 $1.1M
Orgel Wealth Management, LLC 0.02% Reduce -2.9% 13,179 $1.1M
Wealth Dimensions Group, Ltd. 0.20% Reduce -0.5% 13,146 $1.1M
Viawealth, LLC 0.57% Reduce -3.6% 13,099 $1.1M
Glassman Wealth Services 0.13% Add +3.8% 13,045 $1.1M
McLean Asset Management Corp 0.15% Add +5.4% 13,138 $1.1M
Capital Advisors Inc. 0.02% Add +0.2% 12,969 $1.1M
Charis Legacy Partners, LLC 1.37% Reduce -3.4% 12,955 $1.1M
Thryve Wealth Management LLC 0.62% No change 12,948 $1.1M
Hill Investment Group Partners, LLC 0.11% New 12,900 $1.1M
Gables Capital Management Inc. 0.40% Add +0.8% 12,897 $1.1M
Retirement Capital Strategies 0.39% New 12,874 $1.1M
Ullmann Wealth Partners Group, LLC 0.10% Add +23.4% 12,831 $1.1M
Welch Group, LLC 0.04% Reduce -0.9% 12,827 $1.1M
Atlantic Edge Private Wealth Management, LLC 0.23% Add +1142.9% 12,827 $1.1M
WNY Asset Management, LLC 0.10% Reduce -10.9% 12,815 $1.1M
Bank of New Hampshire 0.23% Reduce -29.2% 12,806 $1.1M
Gradient Investments LLC 0.02% Add +30.2% 12,761 $1.1M
T. Rowe Price Associates Inc. 0.00% Reduce -32.0% 12,750 $1.1M
Mascagni Wealth Management, Inc. 0.68% No change 12,726 $1.1M
Hilltop Wealth Advisors, LLC 0.55% Reduce -0.1% 12,725 $1.1M
DiNuzzo Private Wealth, Inc. 0.11% No change 12,612 $1.1M
Shayne & Jacobs, LLC 0.32% No change 12,600 $1.1M
Empirical Asset Management, LLC 0.24% Reduce -81.4% 12,591 $1.1M
Redwood Financial Network Corp 0.60% Reduce -0.8% 12,583 $1.1M
Armstrong Advisory Group, Inc. 0.07% Reduce -2.3% 12,563 $1.1M
Pittenger & Anderson Inc. 0.04% Add +11.1% 12,552 $1.1M
Verde Capital Management 0.20% Add +54.6% 12,543 $1.1M
Group One Trading LLC 0.03% New 12,521 $1.1M
Capital Advantage, Inc. 0.13% Add +140.6% 12,514 $1.1M
Abacus Wealth Partners, LLC 0.11% Reduce -21.1% 12,510 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.16% Reduce -1.2% 12,464 $1.1M
Pettyjohn, Wood & White, Inc. 0.16% No change 12,456 $1.1M
Zacks Investment Management 0.01% Reduce -21.0% 12,451 $1.1M
Vision Capital Management, Inc. 0.12% Add +4.0% 12,409 $1.1M
Carret Asset Management, LLC 0.09% Add +2.3% 12,407 $1.1M
Kapstone Financial Advisors LLC 0.45% Add +147.6% 12,390 $1.1M
Cox Capital Mgt LLC 0.59% Reduce -0.8% 12,375 $1.1M
Shared Vision Wealth Group LLC 0.37% Add +3.9% 12,331 $1.1M
AAF Wealth Management, LLC 0.39% Reduce -5.8% 12,320 $1.1M
Elite Financial, Inc. 0.43% Add +7.2% 12,297 $1.1M
Austin Wealth Management, LLC 0.22% No change 12,409 $1.1M
AIMZ Investment Advisors, LLC 0.29% Add +0.2% 12,251 $1.1M
InvesTrust 0.41% Reduce -0.7% 12,249 $1.1M
Channel Wealth LLC 0.24% Reduce -0.2% 12,234 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -11.8% 12,206 $1.1M
Cooper Financial Group 0.09% Reduce -30.8% 12,187 $1.0M
Clarity Financial LLC 0.09% Add +5.6% 12,144 $1.0M
Symmetry Partners, LLC 0.05% Add +1.1% 12,144 $1.0M
Alpha Omega Wealth Management LLC 0.16% Reduce -1.3% 12,121 $1.0M
One Wealth Advisors, LLC 0.12% No change 12,108 $1.0M
Proffitt & Goodson Inc. 0.14% Reduce -1.4% 12,096 $1.0M
Meridian Wealth Advisors, LLC 0.12% No change 12,096 $1.0M
Pacific Sun Financial Corp 0.43% Add +5.4% 12,090 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.10% Add +7.7% 12,081 $1.0M
Milestone Asset Management, LLC 0.16% Add +93.5% 12,050 $1.0M
Opulen Financial Group LLC 0.65% No change 12,045 $1.0M
Galaxy Digital Inc. 0.16% New 12,036 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 12,036 $1.0M
Windsor Capital Management, LLC 0.27% No change 12,022 $1.0M
Willner & Heller, LLC 0.65% No change 12,022 $1.0M
Diversified Management Inc. 0.22% Reduce -12.8% 12,012 $1.0M
Avantax Planning Partners, Inc. 0.03% Reduce -0.4% 12,003 $1.0M
Prosperity Bancshares Inc 0.67% Add +25.2% 11,968 $1.0M
Traction Financial Partners, LLC 0.54% Reduce -19.7% 11,904 $1.0M
Accredited Investors Inc. 0.04% Add +16.1% 11,886 $1.0M
Capital Asset Advisory Services LLC 0.04% Reduce -73.8% 11,857 $1.0M
Fingerlakes Wealth Management, Inc. 0.55% Reduce -0.6% 11,819 $1.0M
ZEGA Investments, LLC 0.17% No change 11,810 $1.0M
Xxi Wealth, LLC 0.47% Reduce -4.1% 11,800 $1.0M
S.A. Mason LLC 0.31% No change 11,748 $1.0M
Circle Wealth Management, LLC 0.01% Reduce -17.0% 11,712 $1.0M
LJI Wealth Management, LLC 0.14% Reduce -0.3% 11,710 $1.0M
W Advisors, LLC 0.46% Reduce -2.3% 11,689 $1.0M
Maseco LLP 0.03% Reduce -9.8% 11,675 $1.0M
BOS Asset Management, LLC 0.23% Add +0.8% 11,670 $1.0M
Fiduciary Group, LLC 0.08% No change 11,667 $1.0M
Selby Wealth Management, LLC 0.36% Reduce -0.7% 11,663 $1.0M
Oath Planning, LLC 0.74% Reduce -0.1% 11,635 $1.0M
McLaughlin Asset Management, Inc. 0.69% Add +95.1% 11,622 $1.0M
Norden Group LLC 0.08% Reduce -2.3% 11,604 $1000K
Apollon Financial, LLC 0.12% Add +3.1% 11,584 $998K
Firestone Capital Management 0.19% Add +20.1% 11,584 $998K
Brian Low Financial Group, LLC 0.58% Reduce -1.8% 11,553 $995K
Archer Investment Corp 0.19% Add +2.8% 11,526 $993K
Newman Dignan & Sheerar, Inc. 0.19% Reduce -3.5% 11,478 $989K
Wealth Management Partners, LLC 0.23% Reduce -6.0% 11,446 $986K
Thompson Investment Management, Inc. 0.11% Reduce -1.4% 11,442 $986K
Eastern Bank 0.01% Add +48.2% 11,410 $983K
Northwest Wealth Management, LLC 0.13% Reduce -2.3% 11,343 $977K
Inspire Advisors, LLC 0.07% Reduce -2.7% 11,314 $975K
Bay Capital Advisors, LLC 0.52% No change 11,263 $970K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% No change 11,226 $967K
Summit Global Investments 0.05% Reduce -25.7% 11,217 $966K
Semus Wealth Partners LLC 0.47% Add +2.6% 11,203 $965K
BancFirst Trust & Investment Management 0.41% Add +31.9% 11,358 $964K
Atlantic Private Wealth, LLC 0.59% No change 11,185 $963K
Prosperity Financial Group, Inc. 0.30% Add +4.1% 11,159 $961K
Spinnaker Trust 0.05% No change 11,142 $960K
NorthCrest Asset Manangement, LLC 0.02% Add +2.4% 11,032 $960K
Legacy Wealth Managment, LLC 0.40% Add +4.2% 11,133 $959K
Elgethun Capital Management 0.13% No change 11,118 $958K
RHS Financial, LLC 0.39% Add +5.8% 11,087 $955K
Ellevest, Inc. 0.11% Add +38.4% 10,410 $955K
Bradley Foster & Sargent Inc. 0.01% Add +26.7% 10,980 $946K
Petersen Hastings Wealth Advisors Inc. 0.08% Reduce -45.6% 10,979 $946K
New Perspectives, Inc 0.29% No change 10,974 $945K
Everstar Asset Management, LLC 0.46% Add +0.8% 10,964 $944K
Tanager Wealth Management LLP 0.08% Add +6.1% 10,920 $941K
Single Point Partners, LLC 0.17% Reduce -2.4% 10,888 $938K
W1M Asset Management Ltd 0.01% Reduce -9.0% 10,813 $932K
Voisard Asset Management Group, Inc. 0.18% Reduce -1.5% 10,820 $932K
Narwhal Capital Management 0.06% Reduce -0.2% 10,800 $930K
Galvin, Gaustad & Stein, LLC 0.07% Add +17.5% 10,798 $930K
Cornerstone Advisors Asset Management, LLC 0.12% Reduce -2.1% 10,792 $930K
Denver Wealth Management, Inc. 0.27% Add +8.1% 10,783 $929K
Verum Partners LLC 0.14% Add +97.5% 10,736 $925K
Victory Financial Group, LLC 0.10% Reduce -10.0% 10,732 $924K
Downshift Financial, LLC 0.42% Reduce -82.4% 10,712 $923K
Align Financial, LLC 0.46% No change 10,686 $920K
Journey Advisory Group, LLC 0.07% Reduce -2.5% 10,670 $919K
Arrowroot Family Office, LLC 0.26% Add +14.6% 10,649 $917K
Sierra Ocean, LLC 0.63% Reduce -0.6% 10,638 $916K
Fortitude Advisory Group L.L.C. 0.35% Add +6.3% 10,630 $916K
Investment House LLC 0.04% New 10,618 $915K
Boyd Watterson Asset Management LLC 0.25% No change 10,614 $914K
BankPlus Trust Department 0.21% Reduce -2.5% 10,608 $914K
NBH Bank 0.38% — 10,589 $912K
Wellington Management Group LLP 0.00% Reduce -97.2% 10,575 $911K
Lanark Financial, Inc. 0.06% Reduce -0.7% 10,555 $909K
First National Advisers, LLC 0.13% Reduce -7.9% 10,542 $908K
JB Capital LLC 0.03% Add +10.5% 10,527 $907K
King Wealth Management Group 0.10% Reduce -0.5% 10,492 $904K
Sterling Financial Planning, Inc. 0.25% Reduce -1.8% 10,472 $902K
Colonial River Investments, LLC 0.26% Reduce -0.7% 10,462 $901K
Abound Wealth Management 0.18% Add +17.1% 10,456 $901K
Means Investment Co., Inc. 0.07% Add +0.1% 10,452 $900K
Clearwave Capital, LLC 0.50% Reduce -6.0% 10,451 $900K
Elwood & Goetz Wealth Advisory Group, LLC 0.13% Reduce -6.3% 10,434 $899K
Valtinson Bruner Financial Planning LLC 0.22% Add +4.0% 10,406 $896K
BNP Paribas Financial Markets 0.00% Add +3.8% 10,391 $895K
YHB Investment Advisors, Inc. 0.06% No change 10,374 $894K
Schnieders Capital Management, Llc. 0.12% Add +69.3% 10,371 $893K
Valued Retirements, Inc. 0.80% No change 10,366 $893K
Thompson Davis & Co., Inc. 0.53% No change 10,332 $890K
Aufman Associates Inc 0.35% Reduce -11.9% 10,295 $887K
Indie Asset Partners, LLC 0.85% Add +9.4% 10,277 $885K
ORBA Wealth Advisors, L.L.C. 0.75% New 10,218 $880K
Retiremitten Financial LLC 0.37% Reduce -5.0% 10,205 $879K
Sfmg, LLC 0.05% Reduce -0.8% 10,201 $879K
Keystone Wealth Services, LLC 0.16% Reduce -3.9% 10,178 $877K
Petredis Investment Advisors LLC 0.06% Reduce -0.2% 10,171 $876K
Seneca Financial Advisors LLC 0.23% No change 10,158 $875K
4WEALTH Advisors, Inc. 0.67% Reduce -0.7% 10,311 $875K
X-Square Capital, LLC 0.22% Add +7.9% 10,136 $873K
Ellsworth Advisors, LLC 0.14% Add +6.2% 9,938 $872K
Chilton Capital Management LLC 0.03% Reduce -38.0% 10,115 $871K
GK Wealth Management LLC 0.53% New 10,096 $870K
Parcion Private Wealth LLC 0.05% Add +198.1% 10,086 $869K
Fidelis Wealth Advisors LLC 1.30% New 1,802 $868K
Amara Financial, Llc. 0.52% Reduce -6.2% 10,042 $865K
Livet Wealth, LLC 0.50% No change 10,026 $864K
Timmons Wealth Management, LLC 0.63% Reduce -6.1% 10,009 $862K
Rodgers Brothers Inc. 0.08% Add +34.5% 9,982 $860K
Milestone Asset Management Group, LLC 0.43% Reduce -4.0% 9,960 $858K
StoryOne LLC 0.41% Add +0.0% 9,954 $857K
FSA Advisors, Inc. 0.39% New 9,943 $857K
Burling Wealth Partners, LLC 0.12% Add +68.1% 9,896 $852K
Calamos Wealth Management LLC 0.03% Add +13.8% 9,894 $852K
German American Bancorp, Inc. 0.06% No change 9,888 $852K
Discipline Wealth Solutions, LLC 0.07% Reduce -0.6% 9,869 $850K
Shira Ridge Wealth Management 0.30% Reduce -0.8% 9,865 $850K
Lane Brothers & Co. Inc. 0.56% No change 9,864 $850K
Strathmore Capital Advisors, Inc. 0.23% Reduce -83.3% 9,822 $846K
AF Advisors, Inc. 0.42% No change 9,810 $845K
Beese Fulmer Investment Management, Inc. 0.05% Add +4.8% 9,799 $844K
SVB Wealth LLC 0.05% Reduce -23.5% 9,796 $844K
Maltin Wealth Management, Inc. 0.28% Add +0.1% 9,792 $843K
Vantage Point Financial LLC 0.26% No change 9,716 $837K
Tred Avon Family Wealth, LLC 0.26% No change 9,708 $836K
Portside Wealth Group, LLC 0.10% Reduce -22.1% 9,705 $836K
CLG LLC 0.18% Add +7.9% 9,704 $836K
Colonial Trust Advisors 0.06% Add +0.3% 9,672 $833K
Raleigh Capital Management Inc. 0.27% Reduce -5.5% 9,666 $833K
Northstar Advisory Group, LLC 0.26% Reduce -0.6% 9,648 $831K
Stockman Wealth Management, Inc. 0.09% Add +24.8% 9,639 $830K
CFO4Life Group, LLC 0.11% Add +0.1% 9,634 $830K
Meridian Financial Advisors, LLC 0.40% Reduce -1.2% 9,624 $829K
Cannell & Spears LLC 0.01% Add +0.1% 9,618 $829K
Baker Tilly Wealth Management, LLC 0.18% Reduce -13.8% 9,610 $828K
Boston Family Office LLC 0.05% Add +9.6% 9,595 $827K
Alpine Woods Capital Investors, LLC 0.19% No change 9,600 $827K
Long Island Wealth Management, Inc. 0.34% Reduce -7.5% 9,575 $825K
DBK Financial Counsel, LLC 0.69% Reduce -3.5% 9,569 $824K
Financial Perspectives, Inc 0.20% Add +1.4% 9,569 $824K
Genesis Private Wealth, LLC 0.23% Add +1.9% 9,550 $823K
Amicus Financial Advisors, LLC 0.20% No change 9,524 $820K
Orcam Financial Group 0.40% New 9,514 $820K
Tudor Investment Corporation 0.00% Reduce -80.7% 9,507 $819K
Rialto Wealth Management, LLC 0.16% No change 9,504 $819K
Potomac Fund Management Inc. 0.02% Reduce -1.0% 9,498 $818K
Buttonwood Financial Advisors Inc. 0.25% Reduce -0.5% 9,455 $814K
Pillar Financial Advisors, LLC 0.42% Reduce -9.5% 9,399 $810K
GDS Wealth Management 0.04% Add +0.9% 9,370 $807K
WPG Advisers, LLC 0.47% Reduce -0.3% 9,365 $807K
Integrity Financial Corp 0.39% Add +9.4% 9,348 $805K
Richard W. Paul & Associates, LLC 0.25% Reduce -12.3% 9,321 $803K
Per Stirling Capital Management, LLC. 0.08% Add +5.3% 9,310 $802K
Hobbs Group Advisors, LLC 0.21% Reduce -32.4% 9,302 $801K
Natural Investments, LLC 0.18% Reduce -2.7% 9,255 $797K
Huntleigh Advisors, Inc. 0.11% Add +58.2% 9,237 $796K
Nelson Capital Management, LLC 0.09% No change 9,198 $792K
Legacy Wealth Management, LLC 0.04% Reduce -1.9% 9,198 $792K
Keudell/Morrison Wealth Management 0.15% No change 9,166 $790K
CVFG LLC 0.08% Reduce -1.4% 9,153 $788K
Dunhill Financial, LLC 0.16% Add +1.2% 9,147 $788K
Blue Chip Partners, LLC 0.05% Reduce -0.7% 9,143 $788K
Gambit Capital Management, LLC 0.46% Reduce -0.3% 9,138 $787K
Arlington Financial Advisors, LLC 0.10% Reduce -6.2% 9,084 $782K
Jefferies Financial Group Inc. 0.01% Reduce -1.3% 9,062 $781K
Benin Management CORP 0.16% No change 9,059 $780K
FAS Wealth Partners, Inc. 0.04% Add +5.7% 9,030 $778K
Syntegra Private Wealth Group, LLC 0.06% Add +24.5% 9,030 $778K
First Business Financial Services, Inc. 0.06% Reduce -3.1% 9,012 $776K
Clarion Wealth Managment Partners, LLC 0.63% Reduce -8.7% 9,000 $775K
Retirement Solution LLC 0.15% Add +17.7% 8,997 $775K
Hantz Financial Services, Inc. 0.01% Add +3.9% 8,994 $775K
Bernardo Wealth Planning LLC 0.13% No change 8,968 $772K
Rhodes Investment Advisors Inc. 0.57% Reduce -2.2% 8,957 $772K
Fairscale Capital, LLC 0.46% No change 8,940 $770K
Sovereign Investment Advisors, LLC 0.14% No change 8,880 $765K
Vance Wealth, LLC 0.17% Reduce -5.8% 8,876 $765K
DLK Investment Management, LLC 0.33% New 2,043 $764K
USA Financial Formulas 0.14% — 8,837 $761K
Cape Investment Advisory, Inc. 0.20% Reduce -2.1% 8,837 $761K
Ballast Advisors LLC 0.18% Reduce -0.3% 8,819 $760K
Advocacy Wealth Management, LLC 0.03% Reduce -53.9% 8,777 $756K
Dearborn Partners LLC 0.04% Add +31.9% 8,766 $755K
M Wealth Management, LLC 0.59% No change 8,766 $755K
Osprey Private Wealth LLC 0.20% No change 8,764 $755K
Rowlandmiller & Partners.adv 0.14% No change 8,754 $754K
Richardson Capital Management LLC 0.32% Reduce -3.6% 8,753 $754K
RAM Investment Partners, LLC 0.12% No change 8,742 $753K
Apeiron RIA LLC 0.19% Reduce -71.4% 9,659 $752K
Wellington Grp LLC 0.20% Reduce -0.3% 8,729 $752K
Breachway Investments LLC 1.13% Reduce -3.8% 8,725 $752K
Accredited Investor Services, LLC 0.42% Reduce -2.1% 8,713 $751K
Sepio Capital, LP 0.04% Add +19.7% 8,703 $750K
Heritage Trust Co 0.06% Add +105.5% 8,679 $748K
Value Investment Professionals, LLC 0.63% New 8,658 $746K
Forefront Wealth Partners, LLC 0.23% New 8,592 $740K
Mason & Associates, LLC 0.15% Add +16.3% 8,592 $740K
Johnson Financial Group, LLC 0.04% Reduce -11.6% 8,581 $739K
Naples Global Advisors, LLC 0.05% Add +12.1% 8,570 $738K
Ferguson Shapiro LLC 0.22% Add +58.8% 8,526 $734K
Cura Wealth Advisors, LLC 0.31% Reduce -1.6% 8,502 $732K
Phillip James Consulting Co. 0.49% New 8,502 $732K
Crewe Advisors LLC 0.05% Add +13.6% 8,480 $730K
CCG Wealth Management, LLC 0.17% Add +6.2% 8,479 $730K
Berkeley Capital Partners, LLC 0.15% Add +7.8% 8,462 $729K
Plum Street Advisors, LLC 0.23% Reduce -5.5% 8,451 $728K
Odyssey Capital Advisors, Inc. 0.52% Add +17.0% 8,440 $727K
Sherman Asset Management, Inc. 0.56% Add +3327.2% 8,431 $726K
Viewpoint Capital Management LLC 0.37% No change 8,430 $726K
Fermata Advisors, LLC 0.15% No change 8,409 $724K
PKS Advisory Services, LLC 0.12% Reduce -1.4% 8,405 $724K
Highland Capital Management, LLC 0.03% Add +1.1% 8,404 $724K
SigFig Wealth Management, LLC 0.02% Add +6.8% 8,514 $722K
Farrell Financial LLC 0.39% Reduce -2.2% 8,378 $722K
jvl associates llc 0.20% No change 8,367 $721K
Waters Parkerson & Co., LLC 0.04% Reduce -2.8% 8,349 $719K
Zenith Solutions, Inc. 0.65% — 8,348 $719K
NorthCoast Asset Management LLC 0.02% Add +13.9% 8,344 $719K
Foster Dykema Cabot & Partners, LLC 0.04% No change 8,340 $718K
Financial Futures Ltd Liability Co. 0.27% No change 8,340 $718K
Koenig Investment Advisory, LLC 0.56% Add +4.0% 8,332 $718K
Peak Wealth Management LLC 0.50% Add +9.9% 8,323 $717K
Peregrine Asset Advisers, Inc. 0.16% Add +26.4% 8,306 $715K
Halbert Hargrove Global Advisors, LLC 0.03% Add +17.9% 8,301 $715K
Approach Retirement Advisors, LLC 0.52% Add +3.8% 8,297 $715K
Citadel Advisors 0.00% New 8,272 $713K
Cypress Wealth Services, LLC 0.09% Reduce -2.5% 8,256 $711K
Hazlett, Burt & Watson, Inc. 0.19% Add +25.0% 8,244 $711K
Empire Financial Management Company, LLC 0.28% Reduce -8.4% 8,236 $709K
Turtle Creek Wealth Advisors, LLC 0.04% No change 8,217 $708K
American Financial & Tax Strategies Inc. 0.32% No change 8,196 $706K
Lee Danner & Bass Inc. 0.04% No change 8,196 $706K
Rothschild Wealth LLC 0.06% Add +139.5% 8,177 $704K
North Star Investment Management Corp. 0.04% No change 8,166 $703K
waypoint wealth counsel 0.44% Add +18.7% 8,163 $703K
Strid Group, LLC 0.08% No change 8,118 $699K
WP Advisors, LLC 0.17% No change 8,111 $699K
Mission Financial Group, LLC 0.58% — 8,097 $697K
Colton Groome Financial Advisors, LLC 0.17% No change 8,088 $697K
Fortis Capital Management LLC 0.08% Add +0.2% 8,078 $696K
Carroll Advisory Group, LLC 0.23% No change 8,064 $695K
Walker Asset Management, LLC 0.35% No change 8,064 $695K
Ascentis Wealth Management, LLC 0.12% Add +384.1% 8,045 $693K
Hershey Financial Advisers, LLC 0.50% Reduce -67.3% 8,042 $693K
Howland Capital Management LLC 0.03% New 8,035 $692K
Eagle Bay Advisors LLC 0.52% Reduce -49.9% 8,028 $692K
Thomasville National Bank 0.04% — 8,016 $690K
Redhawk Wealth Advisors, Inc. 0.07% Add +24.6% 8,014 $690K
Ti-Trust, Inc. 0.37% No change 7,992 $688K
Quent Capital, LLC 0.04% Add +481166.7% 115,504 $688K
Wagner Wealth Management, LLC 0.13% Add +80.4% 7,967 $686K
Fragasso Financial Advisors Inc 0.04% No change 7,951 $685K
Clear Street Group Inc. 0.00% New 7,923 $682K
Bannerman Wealth Management Group, LLC 0.40% No change 7,920 $682K
Colter Lewis Investment Partners LLC 0.30% Add +3.4% 7,920 $682K
Center For Asset Management LLC 0.30% Reduce -0.2% 7,901 $681K
Private Client Services, LLC 0.18% Reduce -3.9% 7,897 $680K
Country Trust Bank 0.01% Reduce -3.7% 7,884 $679K
Pioneer Family Office, LLC 0.35% Reduce -7.9% 7,878 $679K
Alaethes Wealth, LLC 0.20% Reduce -1.3% 7,871 $678K
Community Bank, N.A. 0.07% Reduce -1.0% 7,868 $678K
Navalign, LLC 0.16% Reduce -2.0% 7,826 $674K
HRC Wealth Management, LLC 0.27% Add +7.3% 7,799 $672K
Octavia Wealth Advisors, LLC 0.06% Reduce -26.3% 7,787 $671K
Three Bridge Wealth Advisors, LLC 0.17% Reduce -11.3% 7,782 $670K
Stock Yards Bank & Trust Co. 0.02% Reduce -34.5% 7,782 $670K
Pointe Capital Management LLC 0.30% No change 7,770 $669K
Arq Wealth Advisors, LLC 0.08% Reduce -59.3% 7,770 $666K
Squire Investment Management Company, LLC 0.16% New 7,728 $666K
Daviman Financial, LLC 0.37% Reduce -4.9% 7,700 $663K
Wealth Group Ltd 0.13% Add +0.9% 7,687 $662K
Tucker Asset Management LLC 0.16% Add +8.9% 7,654 $659K
Beacon Financial Planning, Inc. 0.22% Reduce -18.1% 7,623 $657K
Sterling Investment Advisors, Ltd. 0.11% No change 7,608 $655K
Cascade Financial Partners, LLC 0.06% Reduce -0.9% 7,600 $655K
Cladis Investment Advisory, LLC 0.31% No change 7,590 $654K
Goepper Burkhardt LLC 0.20% Reduce -35.9% 7,578 $653K
Inscription Capital, LLC 0.06% Add +4.0% 7,570 $652K
Redwood Investment Management, LLC 0.06% Add +2.2% 7,555 $651K
HFG Wealth Management, LLC 0.65% Reduce -32.6% 7,555 $651K
Hegarty Advisors, LLC 0.45% No change 7,544 $650K
Unique Wealth, LLC 0.08% Add +24.4% 7,543 $650K
Clarity Wealth Advisors, LLC 0.11% Reduce -14.6% 7,538 $649K
Precedent Wealth Partners, LLC 0.11% Add +91.3% 7,528 $648K
Mason & Associates Inc 0.10% No change 7,488 $645K
Arthur M. Cohen & Associates, LLC 0.10% No change 7,485 $645K
Gilpin Wealth Management, LLC 0.44% Reduce -2.8% 7,460 $643K
Jane Street Group, LLC 0.00% Reduce -79.7% 7,447 $641K
Advisory Advocates, LLC 0.55% Add +34.9% 7,440 $641K
Rockline Wealth Management, LLC 0.12% Reduce -3.2% 7,430 $640K
Valley Forge Investment Consultants Inc. Adv 0.16% No change 7,421 $639K
Flower City Capital 0.28% No change 7,404 $638K
Motive Wealth Advisors 0.26% No change 7,404 $638K
Quad-Cities Investment Group, LLC 0.23% Add +15.3% 7,391 $637K
Capital Advisors Wealth Management, LLC 0.07% Reduce -11.2% 7,374 $635K
Murphy Pohlad Asset Management LLC 0.22% Reduce -3.7% 7,369 $635K
Monetary Management Group Inc. 0.13% Add +94.2% 7,362 $634K
Capital Square, LLC 0.28% Reduce -81.5% 7,253 $634K
Essex LLC 0.10% Reduce -2.6% 7,360 $634K
Kropog Financial Group, LLC 0.45% No change 7,340 $632K
SilverOak Wealth Management LLC 0.08% Add +2.7% 7,338 $632K
Peoples Financial Services Corp. 0.27% No change 7,338 $632K
truNorth Financial Services, Inc. 0.56% Reduce -5.5% 7,255 $625K
Goldstone Financial Group, LLC 0.06% Add +19.2% 7,228 $623K
MBL Wealth, LLC 0.04% No change 7,224 $622K
Everest Private Wealth 0.23% No change 7,219 $622K
Westside Investment Management, Inc. 0.08% No change 7,208 $621K
FWL Investment Management, LLC 0.11% No change 7,200 $620K
Chase Investment Counsel Corp. 0.13% No change 7,200 $620K
Solstein Capital, LLC 0.21% No change 7,194 $620K
Keystone Financial Group, Inc. 0.33% Reduce -1.6% 7,193 $620K
D.B. Root & Company, LLC 0.13% Reduce -1.0% 7,188 $619K
J. Derek Lewis & Associates Inc. 0.12% Reduce -0.4% 7,182 $619K
Financial Gravity Companies, Inc. 0.10% — 7,182 $619K
Towneley Capital Management, Inc / DE 0.12% No change 7,167 $617K
Sanchez Levi Garrett 0.33% No change 7,154 $616K
Mosaic Financial Group, LLC 0.39% No change 7,134 $615K
Wrapmanager Inc. 0.19% Reduce -0.4% 7,132 $614K
Midwest Capital Advisors, LLC 0.25% Reduce -3.0% 7,118 $613K
Denver PWM, LLC 0.20% Reduce -83.6% 6,836 $611K
Succession Financial, Inc. 0.59% — 7,078 $610K
Financial Security Advisor, Inc. 0.10% No change 7,076 $610K
Ipsen Advisor Group LLC 0.39% Reduce -4.0% 7,061 $608K
Scotia Capital Inc. 0.00% Reduce -8.7% 7,060 $608K
Balanced Rock Investment Advisors LLC 0.38% Reduce -0.3% 7,049 $607K
RDA Financial Network 0.13% Add +8.1% 7,048 $607K
Freedom Investment Management, Inc. 0.17% Add +1.1% 7,047 $607K
Integrated Financial Solutions, Inc. 0.33% Reduce -14.9% 7,032 $606K
Financial Management Network Inc. 0.09% Reduce -0.7% 7,099 $605K
Rose Capital Advisors LLC 0.32% — 7,022 $605K
McGlone Suttner Wealth Management, Inc. 0.07% Reduce -2.3% 6,962 $600K
Trademark Financial Management, LLC 0.25% Reduce -7.4% 6,952 $599K
Main Street Group, LTD 0.15% No change 6,942 $598K
Truvestments Capital LLC 0.09% New 3,610 $595K
Red Door Wealth Management, LLC 0.05% No change 6,908 $595K
Beacon Wealthcare LLC 0.19% No change 6,900 $594K
Legacy Private Trust Co. 0.03% Reduce -1.4% 6,890 $594K
Ballast Rock Private Wealth LLC 0.27% No change 6,878 $592K
Astoria Portfolio Advisors LLC. 0.10% New 6,876 $592K
Portland Global Advisors LLC 0.06% No change 6,846 $590K
Bailard, Inc. 0.01% No change 6,827 $588K
LBMC Investment Advisors, LLC 0.03% Add +114.1% 6,821 $588K
Tranquility Partners, LLC 0.20% Add +44.3% 6,815 $587K
Invst, LLC 0.06% Add +10.5% 6,797 $586K
LexAurum Advisors, LLC 0.07% Reduce -16.4% 6,789 $585K
Alpha Zero LLC 0.22% New 6,749 $584K
BSW Wealth Partners 0.06% No change 6,772 $583K
North Forty Two & Co. 0.50% No change 6,771 $583K
Fidelity D & D Bancorp Inc. 0.20% No change 6,750 $581K
Widmann Financial Services, Inc. 0.31% No change 6,738 $580K
Pachira Investments Inc. 0.22% Reduce -3.7% 6,736 $580K
MBE Wealth Management, LLC 0.20% Reduce -0.5% 6,723 $579K
TriaGen Wealth Management LLC 0.14% No change 6,696 $577K
Spirepoint Private Client, LLC 0.05% Add +7.5% 6,692 $576K
CMG Global Holdings, LLC 0.24% New 6,690 $576K
First Nebraska Trust Co 0.05% Add +2.4% 6,660 $574K
Flywheel Private Wealth LLC 0.28% Add +17.7% 6,650 $573K
Invested Advisors 0.51% New 6,649 $573K
Payne Capital LLC 0.48% No change 6,648 $573K
Salus Financial Advisors, LLC 0.28% No change 6,642 $572K
WASHINGTON TRUST Co 0.02% No change 6,624 $571K
Sargent Investment Group, LLC 0.07% No change 6,607 $569K
Rainey & Randall Wealth Advisors Inc. 0.08% No change 6,600 $569K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Reduce -12.1% 6,596 $568K
Impact Capital Partners LLC 0.15% Reduce -31.8% 6,593 $568K
Twele Capital Management, Inc. 0.09% Reduce -3.0% 6,585 $567K
JGP Wealth Management, LLC 0.05% Reduce -4.3% 6,582 $567K
Topsail Wealth Management, LLC 0.07% No change 6,582 $567K
PW Advisors, LLC \ FL 0.38% Reduce -8.0% 6,580 $567K
Welch & Forbes LLC 0.01% Add +2.6% 6,576 $566K
Foster Victor Wealth Advisors, LLC 0.03% Add +6.9% 6,503 $566K
B.O.S.S. Retirement Advisors, LLC 0.15% Add +4.3% 6,562 $565K
Chapman Financial Group, LLC 0.38% No change 6,558 $565K
Prudent Investors Network, Inc. 0.11% Reduce -18.7% 6,552 $564K
Laffer Tengler Investments, Inc. 0.08% No change 6,540 $563K
Continental Investors Services, Inc. 0.44% Reduce -85.0% 6,339 $562K
Whitaker-Myers Wealth Managers, LTD. 0.09% Add +0.7% 6,527 $562K
Hamilton Wealth, LLC 0.10% Reduce -7.4% 6,516 $561K
Planned Solutions, Inc. 0.16% Reduce -21.2% 6,498 $560K
Decision Investments, Inc. 0.51% Reduce -0.8% 6,498 $560K
Signature Resources Capital Management, LLC 0.22% Add +9.7% 6,496 $560K
Slagle Financial, LLC 0.17% Add +10.3% 6,483 $558K
CogentBlue Wealth Advisors, LLC 0.32% New 6,458 $556K
Cookson Peirce & Co. Inc. 0.02% Add +66.8% 6,456 $556K
Weaver Consulting Group 0.11% No change 6,443 $555K
GEM Asset Management, LLC 0.22% Reduce -0.1% 6,423 $553K
Fort Washington Investment Advisors Inc. 0.00% No change 6,402 $551K
ARK & TLK Investments, LLC 0.14% No change 6,391 $550K
Gainline Financial Partners, LLC 0.51% — 6,390 $550K
Wellington Shields Capital Management, LLC 0.07% No change 6,390 $550K
Apriem Advisors 0.05% No change 6,354 $547K
Riverbridge Partners LLC 0.02% Add +37.8% 6,349 $547K
Cascade Investment Group, Inc. 0.31% Add +1.3% 6,341 $546K
J.M. Arbour, LLC 0.47% Add +4.6% 6,327 $545K
Briaud Financial Planning Inc 0.14% No change 6,324 $545K
Allred Capital Management, LLC 0.18% No change 6,339 $544K
Carnegie Lake Advisors LLC 0.20% No change 6,317 $544K
Lyell Wealth Management, LP 0.03% Add +12.9% 6,306 $543K
GFG Capital, LLC 0.15% No change 6,294 $542K
Nemes Rush Group LLC 0.04% No change 6,291 $542K
First Foundation Advisors 0.02% No change 6,282 $541K
Verity Asset Management, Inc. 0.20% Reduce -11.1% 6,281 $541K
Missouri Trust & Investment Co 0.15% No change 6,336 $540K
Resolute Wealth Strategies, LLC 0.21% Add +8.8% 6,258 $539K
Fairfield, Bush & Co. 0.26% Reduce -2.5% 6,250 $538K
ARS Wealth Advisors Group, LLC 0.04% Add +40.5% 6,245 $538K
Zullo Investment Group, Inc. 0.18% Reduce -2.4% 6,240 $538K
One Wealth Capital Management, LLC 0.15% Reduce -66.4% 6,240 $538K
Capital Investment Services of America, Inc. 0.05% Reduce -6.8% 6,232 $537K
Petra Financial Advisors Inc. 0.25% New 6,230 $537K
TCFG Investment Advisors, LLC 0.18% Reduce -2.4% 6,212 $535K
Landmark Wealth Management, Inc. 0.18% Reduce -9.9% 6,204 $534K
Cascade Investment Advisors, Inc. 0.29% No change 6,204 $534K
Westfuller Advisors, LLC 0.19% No change 6,203 $534K
Garrett Wealth Advisory Group, LLC 0.08% Add +3.4% 6,201 $534K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -81.9% 6,188 $533K
Sanchez Gaunt Capital Management, LLC 0.30% Reduce -1.4% 6,187 $533K
Portland Financial Advisors Inc 0.97% No change 6,180 $532K
Portfolio Resources Advisor Group, Inc. 0.45% Reduce -7.5% 6,178 $532K
Granite FO LLC 0.28% No change 6,168 $531K
Cooper Capital Advisors LLC 0.23% Add +20.9% 6,157 $530K
GreatBanc Trust CO 0.33% Reduce -4.7% 6,150 $530K
Roble, Belko & Company, Inc 0.06% Add +306.8% 6,126 $528K
Vawter Financial, Ltd. 0.20% Add +5.0% 6,123 $527K
DDD Partners, LLC 0.03% No change 6,090 $525K
Investment Partners, LTD. 0.16% Add +14.0% 6,065 $522K
Samara Investment Management, LLC 0.48% Add +4.6% 6,050 $521K
Napier Financial, LLC 0.11% Add +12.5% 6,046 $521K
Riverbend Wealth Management, LLC 0.26% Reduce -1.0% 6,031 $519K
Pinnacle Family Advisors, LLC 0.22% Reduce -9.1% 6,030 $519K
Praetorian Wealth Management, Inc. 0.09% Add +7.5% 6,027 $519K
FourThought Financial Partners, LLC 0.04% No change 6,018 $518K
Warther Private Wealth, LLC 0.11% Reduce -20.1% 6,000 $517K
Oak Barrel Wealth Advisory LLC 0.23% — 5,997 $517K
Burkett Financial Services, LLC 0.16% Reduce -22.0% 5,977 $515K
Capstone Wealth Management Group, LLC 0.18% Add +0.1% 5,961 $514K
Strategic Planning Group, LLC 0.06% Add +0.1% 5,958 $513K
Minot DeBlois Advisors LLC 0.44% Reduce -3.0% 5,958 $513K
Cape Cod Five Cents Savings Bank 0.04% — 5,940 $512K
TCV Trust & Wealth Management, Inc. 0.04% Add +0.9% 5,940 $512K
Horizon Financial Services, LLC 0.20% Add +1.4% 5,931 $511K
Haven Private, LLC 0.19% Reduce -1.2% 5,924 $510K
MOR Wealth Management, LLC 0.20% No change 5,922 $510K
WealthBridge Capital Management, LLC 0.10% Add +7.4% 5,897 $508K
tru Independence LLC 0.22% No change 5,891 $507K
Berman McAleer LLC 0.06% No change 5,880 $507K
XTX Topco Ltd 0.01% Reduce -90.1% 5,857 $505K
Marshall Investment Management, LLC 0.21% Reduce -21.2% 5,856 $504K
Townsend Asset Management Corp. /NC/ 0.16% Reduce -8.4% 5,843 $503K
MinichMacGregor Wealth Management, LLC 0.08% Add +6.1% 5,829 $502K
Financial Management Professionals, Inc. 0.05% New 5,822 $502K
Braun-Bostich & Associates Inc. 0.28% No change 5,814 $501K
Selective Wealth Management, Inc. 0.13% Reduce -83.3% 5,869 $500K
Boreal Capital Management LLC 0.43% No change 5,796 $499K
Penobscot Wealth Management 0.13% Reduce -1.9% 5,793 $499K
Amplius Wealth Advisors, LLC 0.04% Reduce -2.8% 5,780 $498K
Schiavi & Co LLC 0.13% Add +11.5% 5,778 $498K
Federation des caisses Desjardins du Quebec 0.00% Add +0.3% 5,760 $496K
Creekside Partners 0.18% Reduce -1.1% 5,759 $496K
Weitzel Financial Services, Inc. 0.17% Reduce -0.8% 5,808 $495K
WealthTrust Axiom LLC 0.11% Add +0.6% 5,748 $495K
Chesapeake Wealth Management 0.14% Add +24.2% 5,737 $494K
Cogent Private Wealth, Inc. 0.31% Add +11.4% 5,724 $493K
Flagstar Securities, Inc. 0.15% Reduce -5.8% 5,714 $492K
XML Financial, LLC 0.04% Reduce -4.9% 5,705 $491K
TopTier Wealth Management, LLC 0.30% No change 5,705 $491K
Moment Partners, LLC 0.09% No change 5,700 $491K
Collaborative Wealth Managment Inc. 0.21% No change 5,694 $490K
Pacific Sage Partners, LLC 0.07% Add +33.3% 5,694 $490K
West Paces Advisors Inc. 0.08% Reduce -3.4% 5,680 $489K
Virtue Capital Management, LLC 0.07% Reduce -23.2% 5,674 $489K
KRM Wealth Management L.L.C. 0.21% Reduce -2.4% 5,660 $488K
Pursuit Wealth Strategies, LLC 0.63% Add +1.0% 5,656 $487K
Define Financial, LLC 0.22% Add +0.2% 5,655 $487K
SYM FINANCIAL Corp 0.04% Add +211.5% 5,644 $486K
Nalls Sherbakoff Group, LLC 0.35% Reduce -7.6% 5,634 $485K
FOCUS Wealth Advisors, LLC 0.22% No change 5,623 $484K
Financial Life Planners 0.31% Reduce -1.6% 5,622 $484K
Theory Financial LLC 0.15% Add +0.2% 5,613 $484K
Meridian Financial Partners LLC 0.16% No change 5,501 $483K
Clear Harbor Asset Management, LLC 0.03% Reduce -3.0% 5,597 $482K
DHJJ Financial Advisors, Ltd. 0.14% Reduce -2.1% 5,576 $480K
Hobart Private Capital, LLC 0.08% Add +1.6% 5,563 $479K
Adkins Seale Capital Management LLC 0.43% Add +0.9% 5,558 $479K
Bouchey Financial Group, Ltd. 0.03% No change 5,556 $479K
Elevation Wealth Management LLC 0.36% Reduce -2.4% 5,534 $477K
Heritage Wealth Advisors 0.02% Add +13.7% 5,490 $473K
Mystic Asset Management, Inc. 0.10% No change 5,484 $472K
Westshore Wealth, LLC 0.15% No change 5,475 $472K
Independence Wealth Advisors, LLC 0.24% Reduce -1.2% 5,468 $471K
Shepherd Kaplan Krochuk, LLC 0.37% No change 5,453 $470K
Rockland Trust Co. 0.02% Reduce -0.5% 5,446 $469K
Maple Capital Management, Inc. 0.03% Add +25.8% 5,443 $469K
Gallacher Capital Management LLC 0.26% Add +3.3% 5,442 $469K
Meridian Wealth Partners, LLC 0.06% No change 5,436 $468K
High Point Wealth Management, LLC 0.39% No change 5,433 $468K
Fortress Financial Group, LLC 0.23% Add +1.8% 5,413 $466K
Camelot Technology Advisors, Inc. 0.32% No change 5,400 $465K
Appleton Partners Inc. 0.03% No change 5,394 $465K
Kelly Financial Services LLC 0.10% Reduce -9.7% 5,391 $464K
American State Bank (Iowa) 0.19% Add +18.5% 5,388 $464K
HM Payson & Co. 0.01% No change 5,363 $462K
Ledyard National Bank 0.04% Add +7.1% 5,352 $461K
D'Orazio & Associates, Inc. 0.05% Reduce -0.2% 5,342 $460K
Oarsman Capital, Inc. 0.05% Reduce -38.6% 5,335 $460K
Cpwa, LLC 0.53% Reduce -83.3% 5,327 $459K
Coston, McIsaac & Partners 0.09% Add +2.1% 5,307 $457K
Wells Financial Advisors INC 4.23% Reduce -86.2% 5,292 $456K
Cresta Advisors, Ltd. 0.16% No change 5,292 $456K
Smith Thornton Advisors LLC 0.20% No change 5,286 $455K
Fortress Private Ledger, LLC 0.12% Add +3.7% 5,283 $455K
6th Street Advisors, LLC 0.26% No change 5,280 $455K
LVZ, Inc. 0.05% Add +0.1% 5,274 $454K
Secure Asset Management, LLC 0.06% Add +6.2% 5,262 $453K
Carr Financial Group Corp 0.10% No change 5,238 $451K
Montecito Bank & Trust 0.07% Reduce -3.3% 5,238 $451K
Tarbox Family Office, Inc. 0.06% Reduce -4.4% 5,232 $451K
Edgestream Partners, L.P. 0.01% Reduce -40.2% 5,200 $448K
Great Point Wealth Advisors, LLC 0.07% Add +31.0% 5,196 $448K
JHP Wealth Management, LLC 0.37% No change 5,195 $447K
Eagle Harbor Asset Management Inc. 0.35% No change 5,190 $447K
Princeton Capital Management LLC 0.10% Add +0.2% 5,169 $445K
Perkins Coie Trust Co 0.07% Reduce -0.6% 5,164 $445K
Oxinas Partners, LLC 0.18% Reduce -8.3% 5,162 $445K
First City Capital Management, Inc. 0.22% No change 5,142 $443K
Liberty Square Wealth Partners LLC 0.11% No change 5,142 $443K
Old North State Wealth Management, LLC 0.19% Add +0.2% 5,128 $442K
Forbes Financial Planning, Inc. 0.24% Reduce -2.5% 5,130 $442K
Wilkerson Advisory Group LLC 0.14% Add +4.3% 5,130 $442K
Tennessee Valley Asset Management Partners 0.05% No change 5,126 $442K
Stonebridge Financial Group, LLC 0.03% Reduce -9.6% 5,122 $441K
Entrust Financial LLC 0.29% No change 5,113 $440K
Taylor & Morgan Wealth Management, LLC 0.22% No change 5,108 $440K
Naviter Wealth, LLC 0.04% New 5,103 $440K
Corepath Wealth Partners LLC 0.27% Add +1.9% 5,112 $440K
New Hampshire Trust 0.08% Add +13.8% 5,100 $439K
Continuum Wealth Advisors, LLC 0.15% Reduce -5.8% 5,082 $438K
Cheviot Value Management, LLC 0.04% No change 5,082 $438K
Sterling Group Wealth Management, LLC 0.18% Add +31.1% 5,058 $436K
Pullen Investment Management, LLC 0.20% No change 5,052 $435K
Cornerstone Financial Management LLC 0.35% No change 5,040 $434K
SmartHarvest Portfolios, LLC 0.14% No change 5,016 $432K
Cullinan Associates Inc. 0.03% Add +19.4% 4,992 $430K
Resonant Capital Advisors, LLC 0.02% Add +4.2% 4,981 $429K
Torrey-Payne Wealth Management, LLC 0.35% No change 4,980 $429K
Stone Wealth Partners 0.31% Reduce -5.2% 4,975 $429K
Concorde Asset Management, LLC 0.25% Add +22.9% 4,969 $428K
Platt Wealth Management LLC 0.34% No change 4,980 $428K
Sentinel Trust Co. Lba 0.04% No change 4,968 $428K
Van Hulzen Asset Management, LLC 0.03% Reduce -1.5% 4,960 $427K
Clare Market Investments LLC 0.08% No change 4,959 $427K
Osbon Capital Management LLC 0.33% Reduce -63.5% 4,927 $424K
Bank of Stockton 0.12% No change 4,920 $424K
TrueWealth Advisors, LLC 0.10% Add +0.3% 4,915 $423K
Park Capital Management, LLC / WI 0.25% Add +29.7% 4,911 $423K
LVM Capital Management Ltd. 0.04% No change 4,908 $423K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -4.1% 4,904 $422K
Laurel Wealth Planning LLC 0.19% No change 4,866 $419K
Morton Capital Management LLC 0.06% Reduce -45.2% 4,866 $419K
Fairview Capital Investment Management, LLC 0.02% No change 4,866 $419K
Bellevue Asset Management, LLC 0.19% No change 4,863 $419K
Northland Securities, Inc. 0.24% Reduce -12.2% 4,860 $419K
Ducere Wealth Management LLC 0.13% No change 4,860 $419K
Dynamic Wealth Strategies, LLC 0.22% No change 4,848 $418K
CPC Advisors, LLC 0.06% No change 4,846 $417K
TRB Wealth Management, LLC 0.06% No change 4,842 $417K
Trivium Point Advisory, LLC 0.04% New 4,832 $416K
Stonekeep Investments, LLC 0.24% No change 4,824 $416K
Sigma Investment Counselors Inc. 0.02% Reduce -1.2% 4,824 $416K
Emissary Wealth LLC 0.32% New 4,818 $415K
SC&H Financial Advisors, Inc. 0.06% No change 4,815 $415K
Cedarwood Wealth LLC 0.31% Add +0.1% 4,813 $415K
Foresight Capital Management Advisors, Inc. 0.20% Add +11.6% 4,813 $415K
Colony Family Offices, LLC 0.09% No change 4,812 $415K
Bristlecone Value Partners, LLC 0.33% No change 4,812 $415K
Dynamic Financial Group 0.31% No change 4,811 $414K
PCG Wealth Advisors, LLC 0.09% Add +15.3% 4,799 $413K
Safeguard Investment Advisory Group, LLC 0.10% Add +1.5% 4,779 $412K
IRON Financial LLC 0.17% No change 4,779 $412K
Global Wealth Management, LLC 0.21% Add +0.1% 4,775 $411K
Advanced Asset Management Advisors Inc 0.11% No change 4,773 $411K
Innova Wealth Partners 0.17% Add +22.9% 4,770 $411K
Unique Wealth Strategies, LLC 0.15% Add +5.3% 4,769 $411K
Clear Retirement Advice LLC 0.28% Reduce -15.3% 4,759 $410K
Ameriflex Group, Inc. 0.17% Add +289.5% 4,744 $409K
Howe & Rusling Inc. 0.02% Reduce -2.3% 4,739 $408K
Uhlmann Price Securities, LLC 0.02% Reduce -13.8% 4,699 $405K
Well Done, LLC 0.05% Reduce -1.2% 4,693 $404K
Sharp Wealth Advisory, LLC 0.19% Reduce -14.7% 4,692 $404K
Caitlin John, LLC 0.22% Add +155.4% 4,689 $404K
Anson Capital, Inc. 0.26% Add +1.3% 4,675 $403K
Blackston Financial Advisory Group, LLC 0.23% Add +9.1% 4,675 $403K
TFR Capital, LLC. 0.11% Reduce -0.7% 4,670 $402K
Heritage Investment Group, Inc. 0.05% Reduce -5.7% 4,656 $401K
Fairman Group, LLC 0.31% Add +25.2% 4,643 $400K
Integrity Investment Advisors, LLC 0.17% Reduce -28.0% 4,638 $400K
Torray Investment Partners LLC 0.06% Reduce -58.1% 4,616 $398K
Tompkins Financial Corp. 0.03% No change 4,608 $397K
Saxony Capital Management, LLC 0.18% Add +0.7% 4,603 $397K
Gateway Investment Advisers LLC 0.00% New 4,577 $394K
Vermillion Wealth Management, Inc. 0.09% Reduce -0.5% 4,569 $394K
Wealth Quarterback LLC 0.12% Add +7.8% 4,545 $392K
Burns J W & Co. Inc. 0.04% No change 4,542 $391K
Waycross Investment Management Co 0.30% Add +56.5% 4,536 $391K
Tempus Wealth Planning, LLC 0.08% Add +0.3% 4,532 $390K
Trevian Wealth Management LLC 0.17% No change 4,524 $390K
StoneCrest Wealth Management, Inc. 0.12% Reduce -5.7% 4,521 $389K
United Bank 0.12% No change 4,518 $389K
Barclays PLC 0.00% No change 4,512 $389K
LMCG Investments, LLC 0.02% Reduce -1.2% 4,507 $388K
Ridgecrest Wealth Partners, LLC 0.19% No change 4,494 $387K
Matisse Capital 0.15% No change 4,482 $386K
Clear Wave Wealth Management LLC 0.09% Add +1.7% 4,477 $386K
Texas Bank & Trust Co 0.13% No change 4,470 $385K
Independent Wealth Advisors LLC 0.35% No change 4,470 $385K
Palisades Hudson Asset Management, L.P. 0.13% New 4,464 $385K
Permanent Capital Management, LP 0.05% New 4,466 $385K
Levin Capital Strategies, L.P. 0.03% New 4,466 $385K
Croban 0.17% No change 4,458 $384K
Nilsine Partners, LLC 0.03% Reduce -82.7% 4,444 $383K
AEGON USA Investment Management, LLC 0.33% Reduce -22.6% 4,442 $383K
Sagewood Asset Management LP 0.09% No change 4,440 $382K
Columbia Bank 0.09% Reduce -0.7% 4,440 $382K
Adapt Wealth Advisors, LLC 0.12% No change 4,429 $381K
NBT Bank, N.A. 0.03% Reduce -10.7% 4,428 $381K
Jacobson & Schmitt Advisors, LLC 0.06% No change 4,422 $381K
Schulz Wealth, LTD. 0.20% — 4,392 $378K
1ST Source Bank 0.02% Add +26.6% 4,381 $377K
Financial Freedom, LLC 0.17% No change 4,375 $377K
LGL Partners, LLC 0.14% No change 4,371 $377K
Keating Financial Advisory Services, Inc. 0.05% Add +2.4% 4,362 $376K
James J. Burns & Company, LLC 0.04% Reduce -0.9% 4,358 $375K
Silver Oak Wealth Advisors Services, LLC 0.22% No change 4,356 $375K
BDFS Capital LLC 0.16% Add +3.8% 4,353 $375K
Towercrest Capital Management 0.05% Reduce -68.5% 4,347 $374K
St. Clair Advisors, LLC 0.10% Reduce -10.3% 4,342 $374K
Chatterton & Associates Inc. 0.22% Reduce -2.9% 4,290 $373K
JPL Wealth Management, LLC 0.07% Add +9.4% 4,326 $373K
Parker Investment Management, LLC 0.04% Add +20.4% 4,320 $372K
PTM Wealth Management, LLC 0.17% Add +11.8% 4,442 $371K
Atticus Wealth Management, LLC 0.09% No change 4,298 $370K
Brown, Lisle/Cummings, Inc. 0.08% No change 4,284 $369K
Client 1ST Advisory Group, LLC 0.10% Add +2.9% 4,278 $369K
Copia Wealth Management 0.22% Reduce -2.8% 4,277 $368K
Meriwether Wealth & Planning, LLC 0.18% Add +2.1% 4,277 $368K
Activest Wealth Management 0.07% Reduce -3.7% 4,270 $368K
LBJ Family Wealth Advisors, Ltd. 0.19% No change 4,323 $367K
Aviance Capital Partners, LLC 0.04% Reduce -4.7% 4,260 $367K
City Center Advisors, LLC 0.30% Reduce -19.3% 4,254 $366K
Home Federal Bank of Tennessee 0.08% Add +0.3% 4,242 $365K
Sun Group Wealth Partners 0.25% Add +37.5% 4,239 $365K
MKD Wealth Coaches, LLC 0.31% Reduce -50.6% 4,224 $364K
MPS Loria Financial Planners, LLC 0.08% Add +3.3% 4,220 $364K
Nicholas Wealth, LLC. 0.20% New 4,216 $363K
Miramontes Capital, LLC 0.11% Reduce -18.5% 4,206 $362K
Sensible Money, LLC 0.10% Add +44.1% 4,203 $362K
Vaughan David Investments LLC 0.01% No change 4,188 $361K
Alpha Financial Advisors, LLC 0.10% No change 4,183 $360K
Beacon Financial Strategies CORP 0.18% No change 4,180 $360K
Ironwood Investment Counsel, LLC 0.05% Reduce -6.9% 4,178 $360K
Sulzberger Capital Advisors, Inc. 0.35% No change 4,176 $360K
True North Advisors, LLC 0.03% No change 4,176 $360K
Moss Adams Wealth Advisors LLC 0.02% Add +2.7% 4,170 $359K
Aspiring Ventures, LLC 0.10% No change 4,158 $358K
Legacy Wealth Asset Management, LLC 0.08% No change 4,158 $358K
Patten Group, Inc. 0.06% Reduce -3.7% 4,149 $357K
Capital City Trust Co. 0.07% Reduce -2.8% 4,146 $357K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -1.4% 4,146 $357K
Select Asset Management & Trust 0.10% No change 4,140 $357K
Essex Bank 0.08% Add +8.9% 4,138 $356K
Massachusetts Financial Services Co. 0.00% New 4,132 $356K
Mairs & Power Inc. 0.00% No change 4,128 $356K
DV Trading LLC 0.03% New 4,120 $355K
Briggs Wealth Management, Inc 0.32% New 4,109 $354K
Rebalance, LLC 0.02% Add +5.6% 4,107 $354K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -3.9% 4,104 $354K
Ignite Planners, LLC 0.05% Add +13.3% 4,101 $353K
Tower Bridge Advisors 0.03% No change 4,056 $349K
First Interstate Bank 0.02% Reduce -16.0% 4,056 $349K
Wheelhouse Advisory Group LLC 0.10% Add +10.1% 4,055 $349K
My Personal CFO, LLC 0.14% No change 4,049 $349K
BankChampaign, National Association 0.27% Reduce -0.4% 4,045 $348K
Kaufman Rossin Wealth, LLC 0.17% Add +5.8% 4,005 $348K
Seven Mile Advisory 0.23% No change 4,038 $348K
Members Wealth LLC 0.19% Reduce -83.3% 4,036 $348K
Oak Wealth Advisors LLC 0.17% No change 4,032 $347K
Warburton Capital Management, LLC 0.14% Add +16.4% 4,031 $347K
Lee, Kelleher & Klein Wealth Management 0.18% Add +3.5% 4,025 $347K
Evernest Financial Advisors, LLC 0.07% Reduce -83.3% 4,022 $346K
Christine Messmer PC 0.20% No change 4,021 $346K
Jamison Private Wealth Management, Inc. 0.04% Add +0.6% 4,020 $346K
Titan Global Capital Management USA LLC 0.04% New 4,015 $346K
Gilman Hill Asset Management, LLC 0.05% No change 4,014 $346K
Melfa Wealth Management, Inc. 0.19% No change 4,014 $346K
Integrated Capital Management, LLC 0.12% Reduce -41.3% 3,999 $345K
McDonald Partners LLC 0.08% No change 3,996 $344K
Legacy Financial Advisors, Inc. 0.04% Add +1.5% 3,983 $343K
KFG Wealth Management, LLC 0.04% No change 3,973 $342K
Accelerate Investment Advisors LLC 0.20% Add +2.9% 3,970 $342K
L & S Advisors Inc 0.04% No change 3,970 $342K
American Financial Advisors, LLC 0.04% Add +11.7% 3,967 $342K
TFC Financial Management, Inc. 0.04% Reduce -11.6% 3,966 $342K
Shore Point Advisors, LLC 0.12% New 3,964 $342K
Eastover Investment Advisors LLC 0.13% Reduce -3.9% 3,950 $340K
Kingsbury Capital Investment Advisors LLC 0.29% Add +5.3% 3,942 $340K
KMT Wealth Management, LLC 0.29% New 3,942 $340K
Gen-Wealth Partners Inc 0.09% Add +0.5% 3,939 $339K
Millstone Evans Group, LLC 0.18% Reduce -31.5% 3,924 $338K
Straight Path Wealth Management 0.08% No change 3,924 $338K
Sather Financial Group Inc 0.02% No change 3,918 $337K
Veracity Capital LLC 0.09% No change 3,912 $337K
Atlas Capital Advisors Inc. 0.04% Add +77.1% 3,911 $337K
Ranch Capital Advisors Inc. 0.11% New 3,901 $336K
Beaird Harris Wealth Management, LLC 0.02% No change 3,900 $336K
Traphagen Investment Advisors LLC 0.02% Add +16.6% 3,890 $335K
Lebenthal Global Advisors, LLC 0.05% Reduce -22.0% 3,886 $335K
FLC Capital Advisors 0.05% Reduce -60.7% 3,882 $334K
New Insight Wealth Advisors 0.10% Add +0.8% 3,877 $334K
Tyche Wealth Partners LLC 0.05% Add +5.4% 3,871 $333K
Seek First Inc. 0.21% Reduce -2.6% 3,869 $333K
Gutierrez Wealth Advisory, LLC 0.19% Reduce -14.1% 3,867 $333K
Bensler, LLC 0.03% Add +11.2% 3,856 $332K
Next Level Wealth Planning, LLC 0.15% Add +13.7% 3,855 $332K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -12.7% 3,846 $331K
Resurgent Financial Advisors LLC 0.09% Add +28.6% 3,834 $330K
Fortune Financial Advisors, LLC 0.14% Add +3.7% 3,832 $330K
Physician Wealth Solutions Inc. 0.12% No change 3,823 $329K
Paces Ferry Wealth Advisors, LLC 0.12% No change 3,816 $329K
Guidance Point Advisors, LLC 0.07% Add +0.3% 3,808 $328K
FLP Wealth Management, LLC 0.58% Reduce -34.8% 3,804 $328K
STG Securities, LLC 0.35% — 3,798 $327K
Byrne Financial Freedom, LLC 0.13% New 3,783 $326K
Ceeto Capital Group, LLC 0.09% No change 3,768 $325K
COFG Advisors, LLC 0.06% Reduce -3.1% 3,766 $324K
Wealth Management Nebraska 0.03% Add +3.5% 3,765 $324K
Walsh & Associates, LLC 0.26% Add +54.1% 3,763 $324K
Silver Lake Advisory, LLC 0.12% No change 3,739 $322K
Eagle Rock Investment Company, LLC 0.04% No change 3,733 $322K
Fagan Associates, Inc. 0.04% No change 3,732 $321K
SJS Investment Consulting Inc. 0.03% Reduce -18.5% 3,726 $321K
F/m Investments LLC 0.02% New 3,725 $321K
RFG Holdings, Inc. 0.07% No change 3,722 $321K
Alesco Advisors, LLC, An ESL Co 0.01% No change 3,720 $320K
Courier Capital LLC 0.02% No change 3,716 $320K
Capstone Financial Advisors, Inc. 0.02% Add +15.7% 3,715 $320K
Brave Asset Management Inc. 0.07% No change 3,708 $319K
Traveka Wealth, LLC 0.11% Reduce -26.5% 3,702 $319K
Landaas & Co. /Wi 0.06% No change 3,702 $319K
Lazari Capital Management, Inc. 0.10% Add +3.2% 3,702 $319K
Integris Wealth Management, LLC 0.06% Reduce -4.4% 3,698 $319K
Andrew Hill Investment Advisors, Inc. 0.24% No change 3,696 $318K
Oxbow Advisors, LLC 0.03% Reduce -9.4% 3,696 $318K
Koss-Olinger Consulting, LLC 0.02% Reduce -0.7% 3,694 $318K
Stenger Family Office, LLC 0.05% Add +14.9% 3,690 $318K
Ami Asset Management Corp. 0.02% New 3,683 $317K
Commerce Advisors, LLC 0.17% Add +12.2% 3,683 $317K
Stillwater Capital Advisors, LLC 0.03% Add +1.4% 3,682 $317K
Advisory Solutions Group, LLC 0.11% — 3,681 $317K
Pacifica Partners Inc. 0.10% Reduce -12.0% 3,703 $317K
Etesian Wealth Advisors, Inc. 0.09% Reduce -1.8% 3,672 $316K
Core Wealth Management, Inc. 0.09% Reduce -0.7% 3,672 $316K
RPS Advisory Solutions LLC 0.21% Add +28.6% 3,664 $316K
Vigil Wealth Management, LLC 0.22% Reduce -3.0% 3,659 $315K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +0.5% 3,659 $315K
Pennsylvania Capital Management Inc. 0.08% No change 3,654 $315K
Phoenix Wealth Advisors 0.11% No change 3,648 $314K
Seneca House Advisors 0.11% Reduce -1.8% 3,647 $314K
Penney Financial, LLC 0.11% No change 3,642 $314K
Professional Financial Solutions LLC 0.24% No change 3,636 $313K
Power Wealth Management LLC 0.11% No change 3,636 $313K
Sharper & Granite LLC 0.10% Reduce -47.6% 3,630 $313K
Polaris Investment Advisors, LLC 0.20% No change 3,604 $310K
JDM Financial Group LLC 0.11% No change 3,600 $310K
Lumbard & Kellner, LLC 0.09% No change 3,600 $310K
Round Rock Advisors LLC 0.04% Add +4.5% 3,582 $309K
Eagle Wealth Advisors LLC 0.23% No change 3,570 $308K
Pinnacle Financial Group, LLC / IL 0.07% New 3,566 $307K
Welch Financial Planning, LLC 0.18% New 3,554 $306K
SlateStone Wealth, LLC 0.02% No change 3,552 $306K
Harbour Investment Management LLC 0.16% No change 3,540 $305K
Henrickson Nauta Wealth Advisors, Inc. 0.07% No change 3,540 $305K
HighRoad Wealth Advisors, LLC 0.26% Reduce -2.5% 3,528 $304K
Goelzer Investment Management, Inc. 0.01% Reduce -35.7% 3,515 $303K
Cahaba Wealth Management, Inc. 0.02% New 3,515 $303K
Signet Private Wealth LLC 0.24% New 3,513 $303K
Financial Symmetry Inc 0.10% Reduce -83.3% 3,510 $302K
TFO Wealth Partners, LLC 0.03% Reduce -28.1% 3,510 $302K
Coyle Financial Counsel LLC 0.06% New 3,510 $302K
PMG Family Office LLC 0.28% Add +2.9% 3,501 $302K
Satovsky Asset Management LLC 0.05% No change 3,492 $301K
Van Cleef Asset Management,Inc 0.03% No change 3,492 $301K
Arcadia Wealth Management, Inc. 0.14% No change 3,480 $300K
Advisortrust Partners, LLC 0.10% No change 3,480 $300K
National Wealth Management Group, LLC 0.09% Reduce -8.8% 3,480 $300K
Oxler Private Wealth LLC 0.09% No change 3,477 $300K
Elevation Advisory Partners LLC 0.31% Add +0.1% 3,497 $298K
Kastel Capital Advisors, LLC 0.19% Reduce -90.9% 682 $298K
Wealthgarden F.S. LLC 0.17% Reduce -6.3% 3,442 $296K
Nikulski Financial, Inc. 0.06% Reduce -4.2% 3,438 $296K
Capstone Wealth Management Group, Inc. 0.18% — 3,432 $296K
Green Ridge Wealth Planning LLC 0.12% New 3,430 $295K
Cannon Wealth Management Services, LLC 0.16% No change 3,426 $295K
Oak Asset Management, LLC 0.09% Add +3.5% 3,422 $295K
Yarger Wealth Strategies, LLC 0.11% Reduce -3.1% 3,372 $295K
Lakeridge Wealth Management LLC 0.11% New 3,412 $294K
Symphony Financial, Ltd. Co. 0.03% Reduce -5.8% 3,448 $293K
Sonata Capital Group Inc. 0.09% No change 3,402 $293K
Joseph P. Lucia & Associates, LLC 0.09% No change 3,390 $292K
QTR Family Wealth, LLC 0.10% No change 3,389 $292K
Cornerstone Planning, LLC 0.07% No change 3,384 $291K
Northstar Financial Companies, Inc. 0.20% Add +13.5% 3,378 $291K
Family Capital Management, Inc. 0.11% Add +0.2% 3,378 $291K
Lutz Financial Services LLC 0.02% No change 3,369 $290K
Private Wealth Management Group, LLC 0.07% No change 3,366 $290K
Arcus Capital Partners, LLC 0.12% No change 3,348 $288K
Central Valley Advisors, LLC 0.07% Add +0.3% 3,345 $288K
Silver Oak Advisory Group, Inc. 0.11% Reduce -1.7% 3,349 $288K
Fort Point Capital Partners LLC 0.03% No change 3,342 $288K
Amarillo National Bank 0.05% Reduce -15.8% 3,336 $287K
Ascent Advisors, LLC 0.33% Reduce -52.6% 3,332 $287K
Encompass More Asset Management 0.04% Add +1.6% 3,303 $285K
Morangie Management LLC 0.24% No change 3,300 $284K
ABLE Financial Group, LLC 0.05% No change 3,300 $284K
Millennium Management 0.00% Reduce -89.9% 3,296 $284K
Frisch Financial Group, Inc. 0.05% No change 3,294 $284K
Bucket List Wealth Management, LLC 0.14% Add +1.3% 3,294 $284K
Carson Advisory Inc. 0.13% Add +3.9% 3,292 $284K
Global Wealth Strategies & Associates 0.05% Add +5.7% 3,291 $284K
Connecticut Capital Management Group, LLC 0.23% Reduce -0.1% 3,289 $283K
Kesler, Norman & Wride, LLC 0.04% No change 3,284 $283K
David J Yvars Group 0.14% No change 3,282 $283K
Corundum Group, Inc. 0.08% No change 3,282 $283K
Stordahl Capital Management, Inc. 0.05% No change 3,276 $282K
TruNorth Capital Management, LLC 0.05% Reduce -46.1% 3,276 $282K
Asset Allocation Strategies LLC 0.04% New 3,271 $282K
Stone House Investment Management, LLC 0.04% Add +9.2% 3,262 $281K
Palatine Hill Wealth Management, LLC 0.23% No change 3,258 $281K
Two Sigma Securities, LLC 0.02% New 3,255 $280K
Legacy Trust 0.05% No change 3,252 $280K
Midwest Financial Network, LLC 0.19% New 3,250 $280K
East Coast Asset Management, LLC. 0.08% No change 3,246 $280K
Abacus Planning Group, Inc. 0.03% Reduce -30.1% 3,245 $280K
Foundation Wealth Management, LLC\PA 0.08% Reduce -27.8% 3,242 $279K
Atlas Wealth LLC 0.05% Reduce -0.9% 3,241 $279K
ARS Investment Partners, LLC 0.01% No change 3,236 $279K
Hilton Head Capital Partners, LLC 0.14% No change 3,228 $278K
PlanVest Financial, Inc 0.19% Add +6.6% 3,218 $277K
MorganRosel Wealth Management, LLC 0.09% No change 3,210 $277K
Monument Group Wealth Advisors, LLC 0.13% Reduce -2.3% 3,423 $276K
Eaton-Cambridge Inc. 0.08% Add +0.6% 3,194 $275K
Total Clarity Wealth Management, Inc. 0.05% Reduce -3.8% 3,192 $275K
Urban Wealth Management, LLC 0.24% No change 3,186 $274K
MeadowBrook Investment Advisors LLC 0.22% Reduce -1.7% 3,185 $274K
Delta Investment Management, LLC 0.04% New 3,147 $271K
M.E. Allison & Co., Inc. 0.15% Reduce -16.8% 3,126 $269K
Soundwatch Capital LLC 0.03% No change 3,126 $269K
Balance Wealth Partners LLC 0.07% Add +2.3% 3,117 $268K
Endowment Wealth Management, Inc. 0.10% Add +0.1% 3,112 $268K
Intellus Advisors LLC 0.03% New 3,111 $268K
Trust Point Inc. 0.02% No change 3,102 $267K
Aerodigm Wealth, LLC 0.09% No change 3,096 $267K
MY Wealth Management Inc. 0.19% Reduce -17.3% 3,082 $265K
Austin Asset Management Co Inc 0.04% New 3,075 $265K
Mengis Capital Management, Inc. 0.04% Reduce -3.1% 3,069 $264K
Vantus Wealth LLC 0.14% — 3,067 $264K
Belvedere Trading LLC 0.02% Add +0.0% 3,061 $264K
Arlington Trust Co LLC 0.02% Add +5566.7% 3,060 $264K
Visionary Horizons, LLC 0.11% New 3,054 $263K
Meridian Investment Counsel Inc. 0.06% No change 3,054 $263K
Old Port Advisors 0.05% Add +3.6% 3,053 $263K
Fiduciary Advisors, Inc. 0.18% No change 3,045 $262K
Nottingham Advisors, Inc. 0.03% No change 3,074 $262K
Waddell & Associates, LLC 0.01% No change 3,037 $262K
Clarity Wealth Development LLC 0.15% Reduce -9.2% 3,034 $261K
Investment Partners Asset Management, Inc. 0.14% No change 3,012 $259K
Evergreen Advisors, LLC 0.06% Add +0.5% 3,010 $259K
Unified Investment Management 0.24% No change 3,000 $258K
Accent Capital Management, LLC 0.11% Reduce -96.3% 3,000 $258K
M. Kraus & Co 0.07% No change 3,000 $258K
Fiduciary Family Office, LLC 0.06% No change 3,000 $258K
Jupiter Topco LLC 0.00% — 2,995 $258K
Greenline Wealth Management LLC 0.21% Add +0.2% 2,994 $258K
Drake & Associates, LLC 0.04% Reduce -13.3% 2,992 $258K
Global Assets Advisory, LLC 0.06% New 2,982 $258K
City National Bank of Florida 0.11% Reduce -37.8% 2,988 $257K
Chartist Inc. 0.16% No change 2,982 $257K
Stephenson & Company, Inc. 0.12% No change 2,982 $257K
Bauman Advisory Group, LLC 0.14% New 2,978 $257K
One Degree Advisors Inc 0.06% No change 2,981 $256K
Banque Transatlantique SA 0.01% New 2,970 $256K
Iams Wealth Management, LLC 0.08% Add +0.9% 2,967 $256K
CV Advisors LLC 0.05% Reduce -83.3% 2,964 $255K
Bluebird Wealth Management LLC 0.22% New 2,963 $255K
Wynn Capital, LLC 0.11% No change 2,952 $254K
Curated Wealth Partners LLC 0.03% No change 2,952 $254K
Legacy Financial Strategies, LLC 0.04% New 2,949 $254K
Kachkovsky & Fisher, Inc. 0.24% — 2,944 $254K
Cadent Capital Advisors, LLC 0.05% Reduce -20.1% 2,940 $253K
Stonebridge Capital Advisors LLC 0.02% No change 2,940 $253K
Asset One Wealth Management LLC 0.03% Reduce -83.0% 2,880 $253K
Piedmont Capital Management, LLC 0.15% No change 2,934 $253K
Albion Financial Group 0.01% Reduce -0.1% 2,931 $252K
CJM Wealth Advisers, Ltd. 0.07% Add +3.1% 2,931 $252K
Bell Investment Advisors, Inc 0.04% No change 2,926 $252K
Aegis Wealth Management, Inc. 0.16% Add +1.7% 2,924 $252K
O'ROURKE & COMPANY, Inc 0.09% No change 2,923 $252K
Twin Peaks Wealth Advisors, LLC 0.06% No change 2,916 $251K
Argyle Capital Partners, LLC 0.16% New 2,910 $251K
Plan Group Financial, LLC 0.05% Reduce -55.8% 2,910 $251K
Paragon Advisors, LLC 0.05% Reduce -25.9% 2,905 $250K
Axim Planning & Wealth 0.35% Reduce -2.4% 2,900 $250K
Astra Wealth Partners LLC 0.14% No change 2,886 $249K
Financial Planning Hawaii, Inc. 0.13% Reduce -10.3% 2,886 $249K
Chancellor Financial Group WB LP 0.15% New 2,877 $248K
Ring Mountain Capital, LLC 0.10% No change 2,862 $247K
Total Investment Management Inc. 0.03% Reduce -6.8% 2,892 $246K
Kickstand Ventures, Llc. 0.04% New 2,860 $246K
American Capital Management Inc. 0.01% New 2,860 $246K
Peirce Capital Management, LLC 0.09% No change 2,856 $246K
Garden State Investment Advisory Services LLC 0.05% Reduce -2.1% 2,848 $245K
Ascent Wealth Partners, LLC 0.02% No change 2,844 $245K
Stonebridge Financial Group, LLC 0.03% — 2,844 $244K
Stonehearth Capital Management, LLC 0.08% No change 2,826 $243K
Security National Bank 0.03% No change 2,814 $242K
Resolute Capital, LLC 0.08% New 2,800 $241K
AssuredPartners Investment Advisors, LLC 0.02% No change 2,798 $241K
IMPACTfolio, LLC 0.09% No change 2,784 $240K
Reliant Investment Partners, LLC 0.16% New 2,782 $240K
Capstone Wealth Management, Inc. 0.18% Reduce -11.9% 2,775 $240K
Delta Asset Management LLC 0.02% Add +0.5% 2,781 $240K
Shoker Investment Counsel, Inc. 0.06% No change 2,772 $239K
RIA Advisory Group LLC 0.05% New 2,763 $238K
ASL Financial, LLC 0.17% No change 2,754 $237K
Lantern Wealth Advisors, LLC 0.11% New 2,745 $236K
LeClair Wealth Partners LLC 0.12% New 2,738 $236K
Grand Central Investment Group 0.20% New 2,730 $235K
Tilia Fiduciary Partners, Inc. 0.11% New 2,730 $235K
EdgeRock Capital LLC 0.05% New 2,724 $235K
Evansbrook LLC 0.14% New 2,724 $235K
BCGM Wealth Management, LLC 0.05% New 2,723 $235K
Carbahal Olsen Financial Services Group, LLC 0.16% New 2,712 $234K
Argyle Capital Management, LLC 0.07% New 2,712 $234K
Northwest Financial Advisors 0.03% New 2,710 $233K
Sunesis Advisors, LLC 0.10% New 2,706 $233K
Doliver Advisors, LP 0.05% New 2,706 $233K
Sierra Summit Advisors LLC 0.03% Reduce -31.5% 2,704 $233K
Godsey & Gibb, Inc. 0.02% Reduce -1.6% 2,703 $233K
Omnia Family Wealth, LLC 0.06% New 2,700 $233K
Opal Wealth Advisors, LLC 0.05% Add +57.3% 2,699 $233K
L.K. Benson & Company, P.C. 0.07% New 2,691 $232K
Wealth Advisory Team LLC 0.19% — 2,689 $232K
Magnolia Private Wealth, LLC 0.13% Reduce -9.5% 2,688 $232K
Citrine Capital LLC 0.09% New 2,688 $232K
Harbour Trust & Investment Management Co 0.02% New 2,688 $232K
Advocate Investing Services LLC 0.18% Reduce -7.7% 2,687 $231K
West Wealth Group, LLC 0.04% New 2,684 $231K
DecisionMap Wealth Management, LLC 0.13% New 2,682 $231K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -13.7% 2,678 $231K
Trailhead Planners LLC 0.22% New 2,676 $231K
Rf&l Wealth Management, LLC 0.16% New 2,670 $230K
Renaissance Technologies 0.00% Reduce -98.3% 2,666 $230K
High Note Wealth, LLC 0.04% No change 2,664 $229K
International Private Wealth Advisors LLC 0.12% New 2,661 $229K
Wellment Financial 0.26% New 2,658 $229K
Maimon Wealth Management LTD. 0.18% New 2,658 $229K
LeConte Wealth Management, LLC 0.12% New 2,652 $228K
Great Waters Wealth Management 0.02% New 2,652 $228K
Evolve Private Wealth, LLC 0.01% Reduce -97.0% 2,642 $228K
Affinity Wealth Management LLC 0.03% New 2,640 $227K
Atlas Brown,Inc. 0.06% New 2,633 $227K
Pacific Excel Wealth Advisors, Inc. 0.09% New 2,616 $225K
Heritage Family Offices, LLP 0.09% New 2,616 $225K
Valley Financial Group, Inc. 0.11% New 2,615 $225K
Almanack Investment Partners, LLC. 0.03% New 2,610 $225K
American Money Management, LLC 0.03% New 2,605 $224K
4J Wealth Management LLC 0.11% New 2,604 $224K
Roxbury Financial LLC 0.18% Add +5.9% 2,593 $223K
Williamson Legacy Group, LLC 0.11% Reduce -27.0% 2,592 $223K
Carmel Capital Partners, LLC 0.07% New 2,591 $223K
Financial Strategies Group, Inc. 0.04% Reduce -83.3% 2,586 $223K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,579 $222K
Sachetta, LLC 0.11% No change 2,575 $222K
Quattro Advisors LLC 0.15% New 2,574 $222K
Lynch Asset Management, Inc. 0.06% No change 2,574 $222K
Second Line Capital, LLC 0.04% New 2,571 $222K
Red Spruce Capital, LLC 0.08% New 2,569 $221K
Ameritas Investment Partners, Inc. 0.01% No change 2,562 $221K
CFC Planning Co LLC 0.13% New 2,559 $220K
Sweeney & Michel, LLC 0.06% New 2,466 $220K
MBA Advisors LLC 0.07% New 2,556 $220K
First Bank & Trust 0.03% New 2,556 $220K
Sylvest Advisors, LLC 0.10% New 2,553 $220K
Brooklyn FI, LLC 0.04% New 2,562 $220K
Alliance Wealth Management Group 0.04% Reduce -78.8% 2,547 $219K
Eq LLC 0.05% New 2,539 $219K
Financial Council, LLC 0.07% New 2,538 $219K
Kanawha Capital Management LLC 0.01% New 2,536 $218K
Maryland Capital Advisors Inc. 0.07% — 2,526 $218K
Cooper/Haims Advisors, LLC 0.09% New 2,522 $217K
Charles Schwab Trust Co 0.01% New 2,520 $217K
Merited Wealth, LLC 0.15% Reduce -75.3% 2,520 $217K
Cedar Point Capital Partners, LLC 0.13% New 2,520 $217K
Hamilton Point Investment Advisors, LLC 0.03% No change 2,520 $217K
All Terrain Financial Advisors, LLC 0.05% New 2,516 $217K
Advus Financial Partners, LLC 0.05% New 2,500 $215K
Foundation Wealth Management, LLC 0.13% Reduce -50.1% 2,499 $215K
Tenzing Financial LLC 0.15% New 2,478 $215K
Tribridge Partners Financial LLC 0.08% New 2,576 $215K
Blue Sky Capital Consultants Group, Inc. 0.09% New 2,490 $215K
Whalen Wealth Management Inc. 0.10% New 2,488 $214K
Private Management Group Inc. 0.01% New 2,487 $214K
Abner Herrman & Brock LLC 0.02% New 2,484 $214K
Omega Financial Group, LLC 0.07% New 2,482 $214K
Town Capital LLC 0.14% New 2,472 $213K
Key Capital Management, INC 0.11% Add +1.2% 2,472 $213K
Mokosak Advisory Group, LLC 0.05% New 2,458 $212K
Grey Ledge Advisors, LLC 0.04% Reduce -21.7% 2,458 $212K
EPG Wealth Management LLC 0.05% Reduce -10.0% 2,457 $212K
Whitcomb & Hess, Inc. 0.05% New 2,453 $211K
Allied Private Wealth LLC 0.14% — 2,454 $211K
Elevate Wealth Advisory, Inc. 0.12% No change 2,448 $211K
Legacy Solutions, LLC 0.17% New 2,440 $210K
ForthRight Wealth Management, LLC 0.05% New 2,438 $210K
Baron Financial Group, LLC 0.10% New 2,436 $210K
Cypress Capital, LLC 0.06% New 2,436 $210K
Crumly & Associates Inc. 0.04% New 2,436 $210K
Family Investment Center, Inc. 0.03% New 2,433 $210K
IFC & Insurance Marketing, Inc. 0.18% New 2,430 $209K
J. M. Brown & Associates Inc. 0.12% — 2,430 $209K
FIDELIS iM, LLC 0.07% New 2,430 $209K
Targeted Financial Services LLC 0.15% New 2,424 $209K
Annandale Capital, LLC 0.03% Reduce -22.5% 2,414 $208K
Heritage Investors Management Corp. 0.01% New 2,412 $208K
Orca Wealth Management, LLC 0.12% New 2,414 $208K
Brady Family Wealth, LLC 0.06% New 2,413 $208K
Excalibur Management Corp. 0.07% New 2,412 $208K
Integrated Investment Consultants, LLC 0.04% New 2,411 $208K
Huntington National Bank 0.00% New 2,409 $208K
Madson Wealth Advisors Inc 0.14% New 2,406 $207K
Constant Guidance Financial LLC 0.13% New 2,406 $207K
Seamount Financial Group Inc. 0.08% New 2,406 $207K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,406 $207K
SMART Wealth LLC 0.04% New 2,402 $207K
McMillan Office, Inc. 0.02% No change 2,400 $207K
Barr E S & Co. 0.01% New 2,400 $207K
Fischer Financial Services, Inc. 0.05% New 2,399 $207K
Spectrum Planning & Advisory Services Inc. 0.09% New 2,396 $206K
Atwood & Palmer Inc. 0.01% Add +167.8% 2,394 $206K
Dale Q Rice Investment Management Ltd 0.11% New 2,387 $206K
Fca Corp. 0.05% New 2,382 $205K
Wealthcare Capital Partners, LLC 0.08% Reduce -14.9% 2,375 $205K
Cathy Pareto & Associates, Inc. 0.12% New 2,373 $204K
Carlson Financial, Inc. 0.10% New 2,374 $204K
Arcataur Capital Management LLC 0.05% New 2,370 $204K
Penn Davis McFarland Inc. 0.02% New 2,370 $204K
Life Planning Partners, Inc 0.15% New 2,366 $204K
Arwa LLC 0.08% New 2,354 $204K
North Capital, Inc. 0.15% New 2,364 $204K
Consolidated Portfolio Review Corp 0.02% New 2,352 $203K
Washington Trust Bank 0.01% New 2,352 $203K
Pine Ridge Advisers LLC 0.01% New 2,352 $203K
Sage Investment Counsel LLC 0.20% New 2,352 $203K
Davis Capital Management 0.12% No change 2,346 $202K
Millennium Capital Advisors, LLC 0.11% New 2,346 $202K
Spectrum Investment Advisors, Inc. 0.08% New 2,340 $202K
Mountain Pacific Investment Advisers LLC 0.03% New 2,328 $201K
ICONIQ Capital, LLC 0.01% Reduce -90.5% 2,326 $200K
Leelyn Smith, LLC 0.02% New 2,324 $200K
Proathlete Wealth Management LLC 0.05% Add +0.2% 2,314 $199K
Community Financial Services Group, LLC 0.03% No change 2,238 $193K
Virginia Estate & Retirement Planning Advisors Inc. 0.23% New 2,222 $191K
Cornerstone Planning Group LLC 0.02% Reduce -83.8% 2,211 $189K
Chung Wu Investment Group, LLC 0.12% New 2,172 $187K
Bangor Savings Bank 0.01% No change 2,160 $186K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.5% 2,154 $186K
Pension & Wealth Management Advisors, Inc. 0.05% Add +31.6% 2,132 $184K
YANKCOM Partnership 0.07% No change 2,118 $182K
C M Bidwell & Associates Ltd. 0.07% No change 2,106 $181K
Trifecta Capital Advisors, LLC 0.02% Reduce -12.7% 2,070 $178K
Sittner & Nelson, LLC 0.06% Add +3.9% 2,064 $178K
MidFirst Bank 0.01% No change 2,058 $177K
American National Bank & Trust 0.02% Reduce -28.2% 2,047 $176K
Paladin Advisory Group, LLC 0.12% No change 2,034 $175K
Creative Capital Management Investments LLC 0.04% Add +19.6% 2,017 $174K
Manning & Napier Advisors LLC 0.00% No change 1,992 $172K
First Financial Corp. 0.06% Reduce -6.9% 1,944 $167K
Founders Capital Management 0.07% No change 1,944 $167K
NorthAvenue LLC 0.12% Reduce -17.0% 1,932 $166K
Rakuten Securities, Inc. 0.04% Reduce -6.6% 1,928 $166K
Wolff Wiese Magana LLC 0.08% Add +11.1% 1,900 $164K
Union Savings Bank 0.07% No change 1,896 $163K
Legacy Bridge, LLC 0.05% No change 1,884 $162K
Comprehensive Financial Planning, Inc. 0.09% Add +0.2% 1,881 $162K
Citizens National Bank Trust Department 0.02% No change 1,878 $162K
Commonwealth Retirement Investments LLC 0.04% New 1,854 $160K
Duncker Streett & Co. Inc. 0.03% Add +0.1% 1,838 $158K
Pin Oak Investment Advisors Inc. 0.11% No change 1,818 $157K
Cornerstone National Bank & Trust Co 0.05% Reduce -31.6% 1,815 $156K
Merrithew & Thorsten Inc 0.13% Add +0.2% 1,809 $155K
Clean Yield Group 0.04% No change 1,758 $151K
Valley Wealth Managers, Inc. 0.01% No change 1,758 $151K
TrustBank 0.05% No change 1,740 $150K
Corsicana & Co. 0.07% Add +13.8% 1,734 $149K
Innovative Asset Advisors Group, LLC 0.06% No change 1,723 $148K
Allianz SE 0.00% No change 1,710 $147K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,704 $147K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 1,704 $147K
Harborfront Financial Group LLC 0.55% — 1,691 $146K
Burk Holdings LLC 0.05% Add +50.5% 1,679 $145K
Harris Associates (Oakmark Funds) 0.00% New 1,677 $144K
Clearstead Trust, LLC 0.02% Reduce -1.8% 1,674 $144K
Mark Sheptoff Financial Planning, LLC 0.07% Reduce -83.3% 1,640 $141K
Bernard Wealth Management Corp. 0.05% Add +0.4% 1,621 $140K
Kimelman & Baird, LLC 0.01% No change 1,566 $135K
Physician Wealth Advisors, Inc. 0.02% Add +0.1% 1,556 $134K
Kennebec Savings Bank 0.11% No change 1,548 $133K
Lodestone Wealth Management LLC 0.05% Reduce -6.6% 1,530 $132K
Ankerstar Wealth, LLC 0.11% No change 1,512 $130K
Capital Investment Counsel, Inc 0.01% No change 1,506 $130K
Silvant Capital Management LLC 0.00% New 1,502 $129K
Provident Wealth Management, LLC 0.03% New 1,500 $129K
Kozak & Associates, Inc. 0.02% Reduce -9.4% 1,418 $122K
Financial Consulate, Inc. 0.01% No change 1,392 $120K
Frazier Financial Advisors, LLC 0.06% Add +105.7% 1,382 $119K
Global Trust Asset Management, LLC 0.04% No change 1,380 $119K
Insight Inv LLC 0.05% No change 1,338 $115K
McGuire Capital Advisors Inc. 0.06% Add +126.6% 1,319 $114K
KERR FINANCIAL PLANNING Corp 0.12% Reduce -83.3% 1,280 $110K
Kingdom Financial Group LLC. 0.03% Reduce -49.8% 1,252 $108K
Tidemark, LLC 0.02% Add +2.2% 1,251 $108K
Oakmont Advisory Group, LLC 0.09% New 1,248 $107K
Highland Investment Advisors LLC 0.05% — 1,248 $107K
Purpose Unlimited Inc. 0.00% No change 1,230 $106K
Toews Corp. 0.02% New 1,209 $104K
Triumph Capital Management 0.02% No change 1,206 $104K
Luken Investment Analytics, LLC 0.04% No change 1,200 $103K
GW&K Investment Management, LLC 0.00% No change 1,200 $103K
Investors Portfolio Services LLC 0.08% No change 1,194 $103K
Southern Michigan Bank & Trust 0.04% Reduce -87.7% 1,192 $103K
Sunrise Financial Services, LLC 0.06% Reduce -21.1% 1,188 $102K
SWAN Capital LLC 0.03% New 1,110 $96K
Cypress Capital Management LLC (WY) 0.08% No change 1,080 $93K
Vima LLC 0.09% — 1,056 $91K
Tradewinds Capital Management, LLC 0.02% No change 1,026 $88K
Morris Financial Concepts, Inc. 0.03% Add +12.5% 1,026 $88K
Godfrey Financial Associates, Inc. 0.07% Add +7.6% 1,020 $88K
Field & Main Bank 0.02% No change 1,020 $88K
Princeton Global Asset Management LLC 0.01% No change 1,020 $88K
Basepoint Wealth LLC 0.05% Add +8308.3% 1,009 $87K
Centennial Bank 0.03% No change 978 $84K
Owl Creek Wealth Partners LLC 0.02% No change 960 $83K
Rice Partnership, LLC 0.01% Reduce -16.8% 958 $83K
Retirement Wealth Solutions LLC 0.05% Reduce -0.1% 953 $82K
Darwin Wealth Management, LLC 0.02% Add +0.1% 943 $81K
GGM Financial LLC 0.03% No change 924 $80K
MPWM Advisory Solutions, LLC 0.04% Add +0.1% 907 $78K
Versant Capital Management, Inc 0.01% Reduce -36.0% 906 $78K
City Holding Co. 0.01% No change 900 $78K
Wellington-Altus USA Inc. 0.05% Reduce -97.5% 175 $76K
MTM Investment Management, LLC 0.02% Add +6.5% 882 $76K
Piscataqua Savings Bank 0.05% New 876 $75K
Orion Capital Management LLC 0.02% Reduce -1.4% 858 $74K
Morton Brown Family Wealth, LLC 0.02% No change 858 $74K
Sims Investment Management, LLC 0.02% New 846 $73K
CoreFirst Bank & Trust 0.04% No change 840 $72K
Disciplina Capital Management LLC 0.01% No change 840 $72K
Pacific Center for Financial Services 0.02% No change 834 $72K
Kings Path Partners LLC 0.02% Add +32.4% 810 $70K
Grove Bank & Trust 0.01% Add +33.3% 800 $69K
Concord Wealth Partners 0.01% New 782 $67K
Bear Mountain Capital, Inc. 0.02% No change 774 $67K
Alerus Financial NA 0.00% No change 774 $67K
West Branch Capital LLC 0.02% New 774 $67K
ARK Investment Management 0.00% Add +37.6% 768 $66K
Woodard & Co. Asset Management Group Inc. 0.01% No change 768 $66K
Rosenberg Matthew Hamilton 0.01% No change 738 $64K
Quantbot Technologies LP 0.00% New 735 $63K
one8zero8, LLC 0.01% Reduce -6.7% 700 $60K
Aventura Private Wealth, LLC 0.02% Reduce -5.4% 698 $60K
Noble Wealth Management PBC 0.03% Reduce -6.8% 688 $59K
Richards, Merrill & Peterson, Inc. 0.02% Reduce -9.4% 658 $57K
CNB Bank 0.02% Reduce -7.2% 657 $57K
Arvest Investments, Inc. 0.01% Add +8.2% 636 $55K
Birchwood Financial Partners, Inc. 0.04% Add +0.2% 631 $54K
Delos Wealth Advisors, LLC 0.03% Add +1920.0% 606 $52K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 602 $52K
Spectrum Wealth Advisory Group, LLC 0.01% New 601 $52K
Essential Partners LLC 0.02% No change 600 $52K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 600 $52K
Barnes Dennig Private Wealth Management LLC 0.04% No change 588 $51K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% No change 588 $51K
First Community Trust NA 0.02% Reduce -5.8% 548 $47K
Ulland Investment Advisors, LLC 0.03% No change 540 $47K
TOWER TRUST & INVESTMENT Co 0.03% No change 528 $45K
True Wealth Design, LLC 0.01% Reduce -23.5% 523 $45K
Bfsg, LLC 0.00% Add +612.5% 513 $44K
Cordant, Inc. 0.02% New 513 $44K
Strategic Advocates LLC 0.17% No change 510 $44K
Murphy & Mullick Capital Management Corp 0.03% No change 510 $44K
Nova Wealth Management, Inc. 0.02% No change 486 $42K
Cardinal Strategic Wealth Guidance 0.01% No change 480 $41K
Ramirez Asset Management, Inc. 0.00% No change 480 $41K
Cambient Family Office, LLC 0.01% New 476 $41K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +0.7% 447 $39K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 444 $38K
Redwood Park Advisors LLC 0.03% Reduce -24.3% 418 $36K
Strategic Wealth Advisors LLC 0.03% Reduce -83.3% 72 $35K
Toronto Dominion Bank 0.00% Reduce -84.1% 397 $34K
Biltmore Family Office, LLC 0.00% Add +0.3% 391 $34K
Riverview Trust Co 0.04% No change 384 $33K
Byrne Asset Management LLC 0.02% No change 372 $32K
Bullseye Investment Management, LLC 0.02% Add +5.3% 360 $31K
Family Manage LLC 0.00% No change 360 $31K
Kentucky Trust Co 0.01% No change 336 $29K
HighMark Wealth Management LLC 0.01% Reduce -0.6% 328 $28K
DecisionPoint Financial, LLC 0.01% Reduce -31.6% 324 $28K
Financial Network Wealth Advisors LLC 0.03% New 312 $27K
Clark Wealth Partners 0.01% No change 306 $26K
Ascentis Independent Advisors 0.07% Reduce -99.4% 306 $26K
Peachtree Investment Partners, LLC 0.01% No change 300 $26K
Prudent Man Investment Management, Inc. 0.01% Reduce -83.3% 52 $25K
Reyes Financial Architecture, Inc. 0.01% No change 294 $25K
Paladin Partners, LLC 0.01% No change 258 $22K
Valued Wealth Advisors LLC 0.01% New 246 $21K
Old Second National Bank of Aurora 0.00% Add +5.2% 221 $19K
ROSS\JOHNSON & Associates LLC 0.29% Add +0.9% 218 $19K
Kilter Group LLC 0.01% Reduce -52.0% 216 $19K
Midway Capital Research & Management 0.01% No change 216 $19K
Red Reef Advisors LLC 0.01% No change 186 $16K
Monetary Solutions, Ltd 0.01% No change 168 $14K
CrossGen Wealth, LLC 0.01% Reduce -15.2% 168 $14K
Hoese & Co LLP 0.01% New 162 $14K
Chesapeake Asset Management LLC 0.01% No change 150 $13K
1 North Wealth Services LLC 0.00% No change 150 $13K
Carolina Wealth Advisors, LLC 0.00% New 144 $12K
JFS Wealth Advisors, LLC 0.00% No change 138 $12K
Bayban 0.01% No change 138 $12K
Absher Wealth Management, LLC 0.00% No change 138 $12K
Central Pacific Bank - Trust Division 0.00% Add +4.5% 138 $12K
Van Den Berg Management I, Inc. 0.00% No change 132 $11K
Luminist Capital LLC 0.01% New 18 $11K
Tounjian Advisory Partners, LLC 0.00% New 121 $10K
Greykasell Wealth Strategies, Inc. 0.00% Add +0.8% 121 $10K
Mechanics Financial Corp 0.00% No change 120 $10K
Front Row Advisors LLC 0.00% Reduce -90.4% 102 $9K
SIMA Wealth Partners, LLC 0.01% Add +1.0% 103 $9K
NWK Group, Inc. 0.00% No change 102 $9K
Steigerwald, Gordon & Koch Inc. 0.00% No change 102 $9K
SRH Advisors, LLC 0.00% No change 90 $8K
Wallace Hart LLC 0.00% No change 78 $7K
Vision Financial Markets LLC 0.01% Reduce -5.1% 74 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -6.4% 73 $6K
Bulwark Capital Corp 0.00% No change 72 $6K
Anchor Bay Capital, Inc. 0.00% — 66 $6K
Dogwood Wealth Management LLC 0.00% Reduce -65.6% 66 $6K
Lowe Brockenbrough & Co. Inc. 0.00% No change 60 $5K
Benson Wealth Management INC 0.00% No change 48 $4K
Spurstone Advisory Services, LLC 0.04% New 36 $3K
Armor Investment Advisors, LLC 0.00% New 30 $3K
Blume Capital Management, Inc. 0.00% New 29 $2K
Pflug Koory, LLC 0.00% No change 24 $2K
Essential Investment Partners LLC 0.00% New 23 $2K
Reicon Wealth Advisors, LLC 0.00% New 18 $2K
Planning Strategies Inc. 0.00% — 12 $1K
Miller Global Investments, LLC 0.00% New 6 $517
Eukles Asset Management 0.00% New 6 $517
LM Advisors LLC 0.00% Add +129.2% 3,108 $268

"% 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.