Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q1 2024 (March 31)
2,035holders
8famous investors
$41.78avg. 13F price*

At the end of Q1 2024, 2,035 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings. The largest holders were Bank of America Corp. ($3.9B), Betterment LLC ($2.7B) and Vanguard Group Inc. ($2.5B). 8 famous investors held it, including Ray Dalio (1.0% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vanguard Ftse Emerging Marke
CUSIP
922042858
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$151.4M
Exits104$188.7M

Ownership 2,035 holders

Bank of America Corp. 0.39% Add +5.3% 93,670,034 $3.9B
Betterment LLC 7.15% Reduce -21.0% 63,824,180 $2.7B
Vanguard Group Inc. 0.05% Add +3.2% 60,300,805 $2.5B
Northwestern Mutual Wealth Management Co. 2.37% Add +6.1% 55,220,922 $2.3B
Morgan Stanley 0.15% Reduce -1.4% 45,043,160 $1.9B
Wealthfront Advisers LLC 6.06% Add +1.5% 41,447,526 $1.7B
Wells Fargo & Company 0.46% Reduce -1.4% 41,303,158 $1.7B
Envestnet Asset Management Inc. 0.63% Add +8.3% 40,464,578 $1.7B
Empower Advisory Group, LLC 4.79% Add +7.8% 30,639,359 $1.3B
Jane Street Group, LLC 1.39% Add +55.3% 25,653,485 $1.1B
Northern Trust Corp. 0.17% Add +7.1% 23,775,034 $993.1M
Creative Planning 1.00% Reduce -6.6% 21,622,684 $903.2M
Financial Engines Advisors L.L.C. 2.02% Add +5.6% 21,504,137 $898.2M
Goldman Sachs Group Inc. 0.18% Reduce -1.5% 20,668,867 $863.3M
UBS Group AG 0.24% Add +1.2% 17,459,790 $729.3M
WealthNavi Inc. 9.29% Add +6.2% 16,700,703 $697.6M
JPMorgan Chase & Co. 0.06% Reduce -2.7% 15,862,608 $662.6M
South Dakota Investment Council 11.89% Reduce -1.7% 13,697,748 $572.2M
Wealth Enhancement Advisory Services, LLC 1.40% Reduce -16.5% 12,975,930 $542.0M
Royal Bank of Canada 0.13% Add +8.8% 12,348,455 $515.8M
Sei Investments Co. 0.74% Add +28.6% 12,155,785 $507.7M
Jones Financial Companies LLLP 0.68% Add +3.5% 12,009,168 $501.6M
Mariner, LLC 1.00% Add +15.1% 11,609,834 $484.9M
LPL Financial LLC 0.26% Add +10.8% 11,558,444 $482.8M
Bank of New York Mellon Corp 0.09% Reduce -24.8% 10,985,932 $458.9M
PNC Financial Services Group, Inc. 0.31% Reduce -4.0% 10,755,231 $449.2M
Tiaa Trust, National Association 1.19% Add +4.9% 9,301,619 $388.5M
US Bancorp \de 0.51% Add +1.5% 8,804,831 $367.8M
Mercer Global Advisors Inc. 0.94% Add +17.4% 7,830,299 $329.0M
Mather Group, Llc. 4.97% Reduce -0.3% 7,654,134 $314.6M
Corient Private Wealth LP 0.54% Add +13.4% 7,259,035 $303.2M
Commonwealth Equity Services, LLC 0.47% Reduce -0.4% 6,833,663 $285.4M
Alaska Permanent Fund Corp 4.18% Reduce -1.7% 6,800,640 $284.1M
Millburn Ridgefield LLC 7.80% Add +12.3% 6,743,930 $281.7M
Catalyst Capital Advisors LLC 6.78% Add +12.3% 6,743,930 $281.7M
Citigroup Inc. 0.29% Add +12.3% 6,348,316 $265.2M
Ameriprise Financial Inc. 0.07% Add +14.7% 6,008,647 $250.0M
Manufacturers Life Insurance Company, The 0.22% Add +4.4% 5,561,762 $232.3M
Charles Schwab Investment Management Inc. 0.05% Reduce -25.5% 5,529,805 $231.0M
Envestnet Portfolio Solutions, Inc. 0.86% Add +7.2% 5,467,104 $228.4M
HighTower Advisors, LLC 0.35% Reduce -0.6% 5,124,087 $214.0M
Bank of Montreal 0.06% Add +49.3% 4,918,070 $204.8M
Bridgewater Associates 1.02% Reduce -10.2% 4,826,743 $201.6M
Sumitomo Life Insurance Co. 4.57% Add +258.0% 4,212,007 $175.9M
Stifel Financial Corp. 0.20% Add +1.1% 4,186,780 $174.9M
Valmark Advisers, Inc. 2.86% Reduce -1.5% 3,923,209 $163.9M
SCS Capital Management LLC 3.26% Add +2.7% 3,671,810 $153.4M
CIBC Private Wealth Group LLC 0.30% Reduce -0.2% 3,603,476 $151.1M
Signaturefd, LLC 3.10% Add +3.1% 3,518,230 $147.0M
Baird Financial Group, Inc. 0.31% Reduce -3.1% 3,506,472 $146.5M
Keybank National Association 0.55% Reduce -19.0% 3,214,680 $134.3M
Raymond James Financial Services Advisors, Inc. 0.20% Add +1.8% 3,207,931 $134.0M
Regions Financial Corp. 0.99% Add +5.2% 3,132,108 $130.8M
M&T Bank Corp 0.45% Reduce -6.1% 3,084,571 $128.8M
Wealthspire Advisors, LLC 1.72% Add +3.4% 3,083,850 $128.8M
Raymond James & Associates 0.09% Reduce -9.1% 3,003,158 $125.4M
Sand Hill Global Advisors, LLC 5.88% Add +2.1% 2,966,625 $123.9M
EP Wealth Advisors, LLC 1.42% Add +9.8% 2,911,205 $121.6M
Ballentine Partners, LLC 2.29% Reduce -0.8% 2,883,714 $120.5M
Nicholas Hoffman & Company, LLC. 6.11% Add +20.0% 2,881,531 $120.4M
Morningstar Investment Services LLC 1.32% Reduce -29.5% 2,878,351 $119.8M
Elm Partners Management LLC 9.27% Add +21.6% 2,805,129 $117.2M
Choreo, LLC 2.97% Reduce -3.8% 2,773,889 $115.9M
Nepc LLC 3.93% Add +35.1% 2,731,479 $114.1M
Osaic Holdings, Inc. 0.25% Reduce -45.9% 2,683,499 $112.1M
Rwa Wealth Partners, LLC 1.48% Add +5.5% 2,628,881 $109.8M
Cetera Investment Advisers 0.25% Add +201.4% 2,570,304 $107.4M
Summit Rock Advisors, LP 33.80% Reduce -18.2% 2,522,749 $105.4M
Jasper Ridge Partners, L.P. 3.29% Add +16.9% 2,503,566 $104.6M
JMG Financial Group, Ltd. 3.97% Add +6.2% 2,492,508 $104.1M
Cerity Partners LLC 0.26% Reduce -46.9% 2,339,538 $97.7M
MML Investors Services, LLC 0.39% Reduce -4.9% 2,274,960 $95.0M
Teacher Retirement System of Texas 0.60% No change 2,266,156 $94.7M
Lake Street Advisors Group, LLC 4.39% Reduce -0.7% 2,245,376 $93.8M
MAI Capital Management 0.95% Add +13.5% 2,177,264 $90.9M
Lincoln National Corp. 1.42% Add +4.1% 2,173,220 $90.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.56% No change 2,126,140 $88.8M
Ellevest, Inc. 5.50% Add +4.9% 2,123,291 $88.7M
Badgley Phelps Wealth Managers, LLC 2.19% Add +11.1% 2,100,393 $87.7M
Bridges Investment Management Inc. 2.72% Reduce -0.6% 2,083,399 $87.0M
Cliftonlarsonallen Wealth Advisors, LLC 1.95% Reduce -26.3% 2,049,335 $85.6M
Fusion Family Wealth, LLC 8.83% Add +11.1% 2,039,641 $85.2M
BLB&B Advisors, LLC 4.66% Add +9.0% 1,977,433 $82.6M
Alliancebernstein L.P. 0.03% Reduce -2.6% 1,966,193 $82.1M
Schroder Investment Management Group 0.10% Add +6.8% 1,931,065 $80.7M
Willis Johnson & Associates, Inc. 6.90% Add +9.6% 1,899,744 $79.4M
Janney Montgomery Scott LLC 0.23% Add +4.9% 1,865,370 $77.9M
Rockefeller Capital Management L.P. 0.22% Add +0.1% 1,834,404 $76.6M
Fifth Third Bancorp 0.29% Reduce -10.3% 1,792,368 $74.9M
Money Design Co.,Ltd. 4.04% Add +10.8% 1,779,249 $74.3M
Modera Wealth Management, LLC 1.13% Reduce -1.0% 1,774,609 $74.1M
Facet Wealth, Inc. 2.49% Add +14.2% 1,692,190 $73.7M
Bessemer Group Inc. 0.13% Reduce -6.3% 1,761,405 $73.6M
Coldstream Capital Management Inc. 1.85% Reduce -1.4% 1,744,422 $72.9M
Steele Capital Management, Inc. 4.17% Add +13.8% 1,739,797 $72.7M
Wedmont Private Capital 5.17% Add +9.0% 1,654,878 $70.7M
Focus Partners Wealth 0.57% Add +22.7% 1,680,873 $70.2M
Sofi Wealth, LLC 6.43% Add +13.5% 1,656,479 $69.2M
Comerica Bank 0.28% Reduce -3.2% 1,560,726 $65.2M
D.A. Davidson & Co. 0.58% Add +2.9% 1,543,667 $64.5M
Allen Investment Management, LLC 0.80% Reduce -14.5% 1,528,513 $63.8M
Truist Financial Corp. 0.10% Reduce -0.6% 1,520,029 $63.5M
Brown Advisory Inc. 0.08% Reduce -3.8% 1,490,571 $62.3M
Pure Financial Advisors, LLC 1.93% Add +9.3% 1,479,550 $61.8M
Farmers & Merchants Investments Inc. 2.09% Add +3.6% 1,479,261 $61.8M
FMR LLC 0.00% Reduce -1.2% 1,459,371 $61.0M
Country Trust Bank 1.57% Add +8.4% 1,452,057 $60.7M
Captrust Financial Advisors 0.21% Add +9.4% 1,398,549 $58.4M
Toronto Dominion Bank 0.09% Reduce -0.4% 1,375,400 $57.5M
Bokf, NA 1.03% Reduce -0.7% 1,343,377 $56.3M
Litman Gregory Wealth Management LLC 5.07% Reduce -11.1% 1,337,221 $55.9M
VPR Management LLC 15.33% Reduce -8.7% 1,322,600 $55.2M
Summit Trail Advisors, LLC 1.46% Add +0.5% 1,313,396 $54.9M
Auto-Owners Insurance Co 1.45% No change 1,310,716 $54.7M
Tidal Investments LLC 0.93% Add +0.3% 1,296,926 $54.2M
Karpus Management, Inc. 1.53% Add +0.2% 1,272,778 $53.2M
Freestone Capital Holdings, LLC 1.95% Add +6.6% 1,252,754 $52.3M
Cambridge Associates LLC /Ma/ 2.76% Reduce -0.9% 1,235,649 $51.6M
Bank of Hawaii 2.50% Add +8.9% 1,227,220 $51.3M
Peapack Gladstone Financial Corp. 0.79% Add +11.4% 1,208,960 $50.5M
Cresset Asset Management, LLC 0.24% Reduce -0.6% 1,202,231 $50.2M
Ally Invest Advisors Inc. 4.80% Add +7.2% 1,159,044 $48.4M
Silvercrest Asset Management Group LLC 0.32% Add +1.0% 1,147,369 $47.9M
Pathstone Holdings, LLC 0.22% Add +4.9% 1,130,648 $47.2M
Osborne Partners Capital Management, LLC 2.87% Add +8.8% 1,116,229 $46.6M
Whittier Trust Co. 0.67% Reduce -2.5% 1,094,760 $45.7M
Whittier Trust Co. of Nevada Inc. 1.30% Add +3.7% 1,086,506 $45.4M
Cullen/Frost Bankers, Inc. 0.67% Reduce -18.8% 1,085,067 $45.3M
Old Mission Capital LLC 1.09% Reduce -88.4% 1,069,051 $44.7M
Commerce Bank 0.29% Reduce -3.1% 1,067,825 $44.6M
Smithfield Trust Co 2.35% Reduce -1.2% 1,061,817 $44.3M
PDS Planning, Inc 4.65% Add +3.8% 1,059,531 $44.3M
Marcum Wealth, LLC 4.49% Add +6.1% 1,059,049 $44.2M
Caisse de depot et placement du Quebec 0.10% Add +127.8% 1,025,000 $42.8M
Hirtle & Co., LLC 2.12% Reduce -1.1% 1,018,913 $42.6M
Empowered Funds, LLC 0.74% Add +3354.1% 983,755 $41.1M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -25.3% 969,224 $40.5M
TD Waterhouse Canada Inc. 0.30% Add +34.6% 739,436 $40.2M
Pacific Life Fund Advisors LLC 3.94% Reduce -9.8% 961,941 $40.2M
GenTrust, LLC 2.45% Reduce -9.9% 950,954 $39.7M
BNP Paribas Financial Markets 0.05% Add +177.1% 945,054 $39.5M
Allspring Global Investments Holdings, LLC 0.06% Reduce -24.9% 940,493 $39.3M
First Financial Bankshares Inc 0.87% Add +4.3% 925,290 $38.6M
Evoke Wealth, LLC 1.15% New 924,423 $38.6M
Apella Capital, LLC 1.94% Add +5.1% 897,947 $38.4M
Tectonic Advisors LLC 2.92% Add +6.1% 916,971 $38.3M
Monashee Investment Management LLC 4.56% Reduce -3.2% 912,960 $38.1M
Acropolis Investment Management, LLC 2.36% Add +4.0% 865,060 $36.1M
Patriot Investment Management Group, Inc. 2.80% Reduce -0.8% 846,508 $35.4M
Dupont Capital Management Corp. 2.92% Reduce -5.6% 845,626 $35.3M
Valeo Financial Advisors, LLC 1.25% Reduce -7.1% 836,621 $34.9M
Orion Porfolio Solutions, LLC 0.37% Reduce -0.9% 826,907 $34.5M
Orion Portfolio Solutions, LLC 0.37% Reduce -0.9% 826,907 $34.5M
Atria Wealth Solutions, Inc. 0.39% Add +7.0% 825,416 $34.5M
Invictus Private Wealth, LLC 3.04% Add +2.2% 818,620 $34.2M
Moneta Group Investment Advisors LLC 0.55% Add +20.8% 814,137 $34.0M
NewEdge Advisors, LLC 0.29% Add +7.0% 809,242 $33.8M
Frontier Asset Management, LLC 12.29% Reduce -4.0% 801,031 $33.5M
Buckingham Strategic Wealth, LLC 0.34% Add +11.3% 769,830 $32.2M
Rebalance, LLC 2.53% Add +2.1% 736,659 $30.8M
TD Asset Management Inc 0.03% Add +8.2% 733,466 $30.6M
Strid Group, LLC 5.48% Add +17.0% 730,433 $30.5M
Mountain Capital Investment Advisors Inc. 8.46% Add +11.1% 706,040 $30.2M
Johnson Financial Group, LLC 3.81% Add +7.8% 721,871 $30.2M
Citadel Advisors 0.03% New 708,418 $29.6M
Axxcess Wealth Management, LLC 0.84% Add +1.1% 706,752 $29.5M
Alera Investment Advisors, LLC 3.98% Reduce -4.9% 704,828 $29.4M
Matrix Trust Co 6.60% Reduce -2.5% 699,130 $29.2M
Laird Norton Wetherby Trust Company, LLC 3.92% Reduce -8.7% 692,288 $28.9M
Capital Asset Advisory Services LLC 1.64% Add +1.5% 680,265 $28.7M
Brandywine Oak Private Wealth LLC 2.99% Add +2.7% 684,775 $28.6M
Atria Investments, Inc 0.39% Add +14.7% 673,410 $28.1M
Equitable Holdings, Inc. 0.32% Reduce -13.5% 669,969 $28.0M
Sigma Investment Counselors Inc. 1.79% Reduce 0.0% 665,289 $27.8M
Staley Capital Advisers Inc. 1.28% Add +1.8% 657,372 $27.5M
Allworth Financial LP 0.19% Reduce -4.6% 644,706 $26.9M
Garde Capital, Inc. 1.87% Reduce -1.9% 641,860 $26.8M
CFO4Life Group, LLC 4.84% Add +83.9% 638,592 $26.7M
Efficient Advisors, LLC 1.68% Add +6.7% 625,806 $26.1M
Callan Capital, LLC 2.28% Add +13.3% 621,947 $26.0M
Baker Avenue Asset Management, LP 1.00% Add +3.4% 617,050 $25.8M
Trust Co 3.38% Reduce -14.3% 615,392 $25.7M
Caprock Group, LLC 1.47% Reduce -1.5% 614,546 $25.7M
Regis Management CO LLC 7.80% Add +0.2% 613,833 $25.6M
Arbor Investment Advisors, LLC 3.70% Reduce -5.4% 604,281 $25.2M
Alesco Advisors, LLC, An ESL Co 0.81% Add +0.1% 592,736 $24.8M
Pinnacle Financial Partners Inc 0.53% Add +0.9% 586,325 $24.5M
Presilium Private Wealth, LLC 6.42% Add +12.2% 579,532 $24.2M
Private Advisor Group, LLC 0.17% Add +7.1% 578,483 $24.2M
Capital Advisors Inc. 0.51% Add +113.0% 573,659 $24.0M
Nuveen Asset Management, LLC 0.01% Reduce -21.3% 572,409 $23.9M
Full Sail Capital, LLC 1.64% Add +0.2% 562,633 $23.5M
Hudock, Inc. 5.15% Add +4.9% 559,889 $23.4M
GLOBALT Investments LLC / GA 0.93% Reduce -3.3% 557,458 $23.3M
Rakuten Investment Management, Inc. 0.17% Add +1.2% 546,700 $22.8M
Bluespring Wealth Management, LLC 2.48% Add +1.2% 540,294 $22.6M
Proffitt & Goodson Inc. 4.00% Add +42.4% 539,560 $22.5M
Sepio Capital, LP 1.90% Add +11.9% 531,273 $22.2M
Meridian Management Co. 6.06% Reduce -1.1% 531,176 $22.2M
Klingman & Associates, LLC 1.59% Add +7.5% 529,588 $22.1M
Center for Financial Planning, Inc. 3.30% Add +1.9% 528,692 $22.1M
Thrivent Financial for Lutherans 0.04% Add +12.0% 527,498 $22.0M
Blair William & Co. 0.07% Reduce -0.4% 521,015 $21.8M
Aptus Capital Advisors, LLC 0.47% Add +17.7% 519,365 $21.7M
Beacon Pointe Advisors, LLC 0.24% Reduce -7.6% 518,243 $21.6M
Arax Advisory Partners 2.27% Add +3.0% 516,234 $21.6M
DAVENPORT & Co LLC 0.13% Add +4.9% 511,631 $21.4M
Larson Financial Group LLC 1.64% Add +37.2% 509,281 $21.3M
Venturi Wealth Management, LLC 1.36% Reduce -5.5% 506,450 $21.2M
Avantax Planning Partners, Inc. 0.68% Add +9.6% 505,601 $21.1M
Arvest Trust Co. N A 1.20% Add +1.5% 504,316 $21.1M
Portland Global Advisors LLC 2.81% Reduce -2.5% 494,044 $20.6M
Jordan Park Group LLC 1.31% Reduce -19.7% 493,986 $20.6M
Wharton Business Group, LLC 0.98% Add +6.3% 490,119 $20.5M
Vision Capital Management, Inc. 3.03% Add +1.5% 485,922 $20.3M
Cornerstone Partners Capital Management, LLC 1.35% No change 482,373 $20.1M
Marotta Asset Management 4.16% Reduce -8.2% 481,062 $20.1M
NewEdge Wealth, LLC 0.45% Reduce -10.7% 463,837 $20.1M
Chandler Asset Management, Inc. 4.00% Add +5.0% 472,170 $19.7M
Ally Financial Inc. 2.65% No change 470,000 $19.6M
Mission Wealth Management, LP 0.52% Reduce -4.5% 464,053 $19.4M
First Bank & Trust 3.98% Add +6.4% 461,529 $19.3M
Avantax Advisory Services, Inc. 0.17% Add +5.6% 456,920 $19.1M
Hanson & Doremus Investment Management 3.27% Add +5.0% 453,704 $19.0M
CreativeOne Wealth, LLC 0.75% Add +14.7% 451,225 $18.8M
Van Cleef Asset Management,Inc 2.36% Add +1.6% 447,007 $18.7M
Legacy Private Trust Co. 1.36% Add +43.0% 445,638 $18.6M
Steward Partners Investment Advisory, LLC 0.20% Add +6.4% 444,313 $18.6M
Integrated Wealth Concepts LLC 0.27% Add +108.3% 444,065 $18.5M
Greenline Partners, LLC 2.95% Add +3.0% 443,090 $18.5M
DRW Securities, LLC 1.06% Add +276.1% 443,036 $18.5M
Kwmg, LLC 2.01% Add +2.5% 440,010 $18.4M
SigFig Wealth Management, LLC 0.67% Reduce -9.5% 441,754 $18.4M
Colony Family Offices, LLC 5.93% Reduce -1.0% 438,573 $18.3M
Silver Coast Investments LLC 7.47% Reduce -1.1% 438,036 $18.3M
Arvest Investments, Inc. 2.90% Add +0.9% 437,318 $18.3M
Flow Traders U.S. LLC 0.97% Reduce -63.8% 435,628 $18.2M
Mutual of America Capital Management LLC 0.20% No change 434,975 $18.2M
GFS Advisors, LLC 3.01% Add +3.6% 434,539 $18.2M
Franklin Resources Inc. 0.01% Reduce -7.0% 432,959 $18.1M
Kathmere Capital Management, LLC 2.06% Add +12.0% 429,841 $18.0M
Focused Wealth Management, Inc 2.79% Add +6.3% 427,999 $17.9M
Fiduciary Trust Co 0.27% Reduce -3.3% 425,776 $17.8M
Tocqueville Asset Management L.P. 0.29% Add +0.8% 422,124 $17.6M
Voya Investment Management LLC 0.02% Reduce -36.6% 421,087 $17.6M
Kestra Advisory Services, LLC 0.12% Add +5.3% 418,999 $17.5M
Patton Fund Management, Inc. 3.14% Add +9.7% 414,665 $17.3M
Davis R M Inc. 0.36% Add +4.1% 412,644 $17.2M
Cibc World Market Inc. 0.04% Add +20.4% 411,752 $17.2M
PACK Private Wealth, LLC 10.72% Add +11.2% 408,539 $17.1M
Stewardship Advisors, LLC 5.81% New 406,647 $17.0M
EverSource Wealth Advisors, LLC 1.33% Add +20.5% 401,823 $16.9M
Tanager Wealth Management LLP 2.73% Add +11.4% 403,971 $16.9M
MassMutual Private Wealth & Trust, FSB 0.52% Reduce -7.2% 403,653 $16.9M
Kopp LeRoy C 9.56% — 400,515 $16.7M
Kopp Family Office, LLC 9.56% Add +0.8% 400,515 $16.7M
Nisa Investment Advisors, LLC 0.11% No change 387,500 $16.2M
Checchi Capital Advisers, LLC 1.26% Add +4.9% 386,070 $16.1M
Clark Asset Management, LLC 4.92% Add +29.3% 383,834 $16.0M
Brooklyn FI, LLC 6.49% Add +17.6% 377,881 $15.8M
Marble Harbor Investment Counsel, LLC 1.81% Add +2.9% 376,767 $15.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 375,200 $15.7M
Edge Capital Group, LLC 0.78% Reduce -4.5% 374,816 $15.7M
Compound Planning, Inc. 1.43% Add +36.0% 370,340 $15.5M
Banco Santander, S.A. 0.19% Add +38.1% 370,258 $15.5M
O'Dell Group, LLC 3.79% Reduce -6.0% 369,958 $15.5M
Prudential Financial Inc. 0.02% Reduce -1.9% 366,933 $15.3M
PrairieView Partners, LLC 1.74% Add +8.0% 362,263 $15.1M
Boston Standard Wealth Management, LLC 3.42% Add +7.4% 361,647 $15.1M
Stratos Wealth Partners, LTD. 0.25% Add +12.7% 361,490 $15.1M
GP Brinson Investments LLC 6.45% No change 361,265 $15.1M
Private Portfolio Partners LLC 3.14% Add +5.5% 361,064 $15.1M
Bailard, Inc. 0.41% Add +1.2% 357,454 $14.9M
Barclays PLC 0.01% No change 353,516 $14.8M
Global Endowment Management, LP 1.51% No change 347,700 $14.5M
Wilmington Savings Fund Society, FSB 0.55% — 343,914 $14.4M
Yale University 35.75% No change 342,000 $14.3M
Whitcomb & Hess, Inc. 4.55% Reduce -10.5% 338,992 $14.2M
Ratio Wealth Group 2.64% Add +2.1% 338,801 $14.2M
Exencial Wealth Advisors, LLC 0.53% Add +329.9% 338,675 $14.1M
MainStreet Investment Advisors LLC 1.70% Add +1.4% 337,871 $14.1M
Strategic Investment Advisors / MI 1.80% Add +22.1% 336,722 $14.1M
Mutual Advisors, LLC 0.45% Reduce -10.2% 336,168 $14.0M
Janiczek Wealth Management, LLC 2.97% Add +8.2% 334,099 $14.0M
SVB Wealth LLC 0.31% Reduce -8.0% 331,149 $13.8M
RE Dickinson Investment Advisors, LLC 8.61% Reduce -6.3% 329,667 $13.8M
Ameraudi Asset Management, Inc. 6.41% Reduce -11.5% 329,425 $13.8M
JNBA Financial Advisors 1.43% Reduce -13.7% 325,093 $13.6M
HTLF Bank 1.55% Add +0.1% 322,816 $13.5M
Neuberger Berman Group LLC 0.01% Add +4.1% 321,706 $13.4M
Vontobel Holding Ltd. 0.11% Add +2.4% 320,162 $13.4M
Halpern Financial, Inc. 3.88% Add +9.2% 317,306 $13.4M
UMB Bank, n.a. 0.21% Reduce -20.6% 319,111 $13.3M
Ziegler Capital Management, LLC 0.51% Reduce -0.1% 318,184 $13.3M
Austin Private Wealth, LLC 1.52% Add +3.3% 313,485 $13.2M
TrueWealth Financial Partners 9.27% Add +2.4% 316,257 $13.2M
Custos Family Office, LLC 6.77% Reduce -14.6% 313,997 $13.1M
Central Bank & Trust Co. 1.86% Reduce -20.1% 313,225 $13.1M
Bangor Savings Bank 1.33% Reduce -1.2% 311,350 $13.0M
Martin & Co. Inc. 3.16% Reduce -1.9% 309,993 $12.9M
Waverly Advisors, LLC 0.30% Add +45.5% 308,808 $12.9M
Old National Bancorp 0.30% Reduce -4.2% 305,503 $12.8M
Mackenzie Financial Corp. 0.02% Add +4.9% 304,425 $12.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +15.7% 302,620 $12.6M
Zuckerman Investment Group, LLC 1.45% Add +79.7% 301,066 $12.6M
Dynamic Advisor Solutions LLC 0.42% Reduce -1.4% 300,858 $12.6M
Crestmont Private Wealth LLC 6.23% Reduce -4.2% 300,523 $12.6M
Blankinship & Foster, LLC 3.28% Add +1.8% 299,924 $12.5M
Symmetry Partners, LLC 0.98% Reduce -62.7% 298,396 $12.5M
Forefront Analytics, LLC 6.02% Reduce -2.5% 297,179 $12.4M
Hills Bank & Trust Co 1.05% Add +2.1% 296,682 $12.4M
Human Investing LLC 2.49% Add +3.1% 296,447 $12.4M
Schwerin Boyle Capital Management Inc. 1.23% No change 296,020 $12.4M
BTC Capital Management, Inc. 1.13% — 294,765 $12.3M
Praetorian Wealth Management, Inc. 3.28% Add +6.5% 293,496 $12.3M
American Trust 1.02% Reduce -39.9% 292,430 $12.2M
Bear Mountain Capital, Inc. 5.22% Add +0.3% 296,119 $12.1M
Kohmann Bosshard Financial Services, LLC 1.68% Add +2.8% 289,300 $12.1M
RPTC Inc. 2.54% Reduce -12.9% 287,391 $12.0M
Robinswood Financial LLC 5.10% Add +0.3% 284,601 $11.9M
Amundi 0.01% Reduce -40.6% 290,162 $11.9M
Parallel Advisors, LLC 0.32% Reduce -4.5% 283,435 $11.8M
Tarbox Family Office, Inc. 2.06% Reduce -1.0% 281,195 $11.7M
Financial Counselors Inc. 0.20% Reduce -3.1% 280,807 $11.7M
Partners in Financial Planning 2.61% Reduce -1.8% 280,489 $11.7M
B. Riley Wealth Advisors, Inc. 0.32% Add +67.3% 298,253 $11.7M
Natixis Advisors, LLC 0.03% Reduce -1.6% 274,105 $11.4M
Ameritas Investment Partners, Inc. 0.39% Reduce -20.3% 271,066 $11.3M
Seven Springs Wealth Group, LLC 4.44% Reduce -0.4% 270,422 $11.3M
Stockman Wealth Management, Inc. 1.98% Add +12.6% 268,434 $11.2M
Raelipskie Partnership 6.39% Add +45.2% 268,412 $11.2M
Cordant, Inc. 6.47% Add +6.5% 267,100 $11.2M
Berger Financial Group, Inc 0.92% Add +22.5% 266,670 $11.1M
Meeder Advisory Services, Inc. 1.13% Add +8.8% 265,647 $11.1M
WestHill Financial Advisors, Inc. 2.71% Add +7.2% 263,880 $11.0M
RTD Financial Advisors, Inc. 1.47% Add +4.5% 261,501 $10.9M
Prentice Wealth Management LLC 3.76% Add +5.4% 259,397 $10.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Reduce -1.6% 258,616 $10.8M
Strategic Financial Planning, Inc. 8.07% Add +5.6% 258,335 $10.8M
Victory Capital Management Inc. 0.01% Reduce -62.0% 257,587 $10.8M
United Capital Financial Advisors, LLC 0.09% Reduce -1.5% 257,517 $10.8M
Brookstone Capital Management 0.19% Add +15.4% 257,238 $10.7M
Cantor Fitzgerald Investment Advisors L.P. 0.79% Reduce -0.5% 255,534 $10.7M
Riversedge Advisors, LLC 2.63% Add +2.8% 255,437 $10.7M
Focus Financial Network, Inc. 0.52% — 258,555 $10.6M
Drive Wealth Management, LLC 2.95% Add +25.5% 251,900 $10.5M
Parker Financial LLC 5.99% Add +14.0% 251,727 $10.5M
Peninsula Wealth, LLC 2.10% Reduce -25.5% 251,534 $10.5M
JFG Wealth Management, LLC 2.80% Add +8.8% 250,011 $10.4M
BIP Wealth, LLC 0.76% Add +10.2% 249,447 $10.4M
Global Retirement Partners, LLC 0.39% Add +24.9% 247,843 $10.4M
Moller Wealth Partners 2.79% Add +2.8% 246,688 $10.3M
Blue Edge Capital, LLC 1.72% Reduce -1.6% 245,992 $10.3M
Squarepoint Ops LLC 0.04% New 244,962 $10.2M
Twele Capital Management, Inc. 2.31% Add +2.2% 244,624 $10.2M
Simmons Bank 0.77% Reduce -1.6% 244,320 $10.2M
Trilogy Capital Inc. 0.59% Add +1.0% 243,460 $10.2M
Sunflower Bank, N.A. 2.29% Reduce -0.6% 243,458 $10.2M
Executive Wealth Group LLC 2.10% Add +200.0% 246,869 $10.1M
Concurrent Investment Advisors, LLC 0.41% Add +45.3% 240,573 $10.0M
Citizens Financial Group Inc. 0.34% Reduce -14.0% 240,319 $10.0M
Concourse Financial Group Securities, Inc. 0.65% Add +0.5% 240,125 $10.0M
Fairview Capital Investment Management, LLC 0.56% Add +0.3% 239,652 $10.0M
Windward Private Wealth Management Inc. 4.08% Add +3.9% 239,070 $10.0M
Cahill Financial Advisors Inc. 1.36% Add +1.8% 239,002 $10.0M
Sage Financial Group Inc. 0.90% Reduce -7.1% 238,899 $10.0M
Michelson Medical Research Foundation, Inc. 5.99% No change 236,630 $9.9M
Stonehearth Capital Management, LLC 4.44% Add +2.1% 234,961 $9.8M
Arcataur Capital Management LLC 3.52% Add +1.4% 234,873 $9.8M
&partners 1.35% Add +92.3% 235,989 $9.8M
Janney Capital Management LLC 0.65% Reduce -2.4% 233,025 $9.7M
Diversify Advisory Services, LLC 0.57% — 230,928 $9.7M
Bishop & Co Investment Management, LLC 4.00% Add +8.0% 231,156 $9.7M
Integrated Advisors Network LLC 0.49% Add +0.6% 228,860 $9.6M
Cairn Investment Group, Inc. 5.49% Reduce -32.6% 228,821 $9.6M
Forvis Mazars Wealth Advisors, LLC 0.24% Add +3.1% 228,627 $9.5M
Prudent Investors Network, Inc. 3.60% — 228,519 $9.5M
Mesirow Financial Investment Management, Inc. 0.21% Add +10.8% 226,148 $9.4M
Benjamin F. Edwards & Company, Inc. 0.17% Add +1.8% 225,924 $9.4M
Harbor Advisory Corp. 3.21% Reduce -0.6% 225,770 $9.4M
JFS Wealth Advisors, LLC 0.75% Reduce -0.1% 225,400 $9.4M
GW&K Investment Management, LLC 0.08% Add +9.5% 225,029 $9.4M
Evolution Advisers, Inc. 5.54% Add +6.0% 224,779 $9.4M
Galvin, Gaustad & Stein, LLC 0.87% Reduce -4.9% 223,980 $9.4M
Private Wealth Advisors, LLC 3.85% Reduce -3.9% 219,994 $9.2M
Perigon Wealth Management, LLC 0.28% Add +4.9% 219,601 $9.2M
Iron Horse Wealth Management, LLC 3.61% Add +9.9% 218,103 $9.1M
Roble, Belko & Company, Inc 1.56% Reduce -28.5% 218,032 $9.1M
St. Louis Trust Co 1.42% Add +8.9% 218,153 $9.1M
Beacon Investment Advisory Services, Inc. 0.39% Add +7.8% 215,365 $9.0M
Ellenbecker Investment Group 1.88% Add +8.7% 214,499 $9.0M
Capital Investment Advisors, LLC 0.21% Reduce -18.7% 213,999 $8.9M
Stash Investments, LLC 6.37% Add +9.7% 213,135 $8.9M
Waypoint Capital Advisors, LLC 2.32% Add +23.9% 212,535 $8.9M
Cliffwater LLC 2.38% Add +0.1% 211,582 $8.8M
Barry Investment Advisors, LLC 2.92% Reduce -0.1% 209,936 $8.8M
Dynasty Wealth Management, LLC 0.28% — 209,625 $8.8M
Zhang Financial LLC 0.64% Reduce -11.8% 208,271 $8.7M
Vise Technologies, Inc. 1.70% Add +4.2% 206,595 $8.6M
DORVAL Corp 3.99% Add +5.8% 210,343 $8.6M
Creative Financial Designs Inc. 0.81% Add +4.7% 206,182 $8.6M
Oppenheimer & Co. Inc. 0.14% Add +0.9% 205,972 $8.6M
Cranbrook Wealth Management, LLC 2.18% No change 205,903 $8.6M
Raffa Wealth Management, LLC 2.55% Add +4.4% 205,173 $8.6M
Twin Focus Capital Partners, LLC 1.62% Reduce -0.5% 203,991 $8.5M
Laird Norton Wetherby Wealth Management, LLC 0.41% Reduce -1.0% 203,767 $8.5M
Hoylecohen, LLC 0.65% Reduce -1.4% 202,813 $8.5M
Obsidian Cio, LLC 2.08% Add +14.8% 201,991 $8.4M
Wela Strategies, Inc. 3.99% Add +11.4% 201,951 $8.4M
Smith & Howard Wealth Management, LLC 2.60% Add +5.0% 201,135 $8.4M
Magnus Financial Group LLC 1.00% Reduce -0.8% 200,405 $8.4M
BTG Pactual Global Asset Management Ltd 2.67% New 213,650 $8.4M
Cambridge Advisors Inc. 1.97% Add +7.9% 200,025 $8.4M
Hart & Patterson Financial Group LLC 4.13% Add +24.3% 199,778 $8.3M
Tobias Financial Advisors, Inc. 1.88% Add +7.8% 198,260 $8.3M
Sterling Wealth Management, Inc. 4.10% Reduce -1.3% 197,241 $8.2M
Apriem Advisors 1.03% Add +11.7% 197,172 $8.2M
Richard P Slaughter Associates Inc 1.99% Add +9.5% 196,660 $8.2M
Manchester Capital Management LLC 1.01% Add +5.1% 196,330 $8.2M
PFW Advisors LLC 2.50% Add +119.4% 195,718 $8.2M
Heritage Trust Co 1.09% Reduce -2.0% 194,684 $8.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.96% Reduce -42.2% 194,563 $8.1M
CW Advisors, LLC 0.14% Reduce -13.1% 194,205 $8.1M
Vident Advisory, LLC 0.17% Reduce -0.2% 193,774 $8.1M
Focus Partners Advisor Solutions, LLC 0.23% Add +52.4% 193,322 $8.1M
Hurlow Wealth Management Group, Inc. 2.85% Add +2.1% 193,169 $8.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +1482.2% 192,810 $8.1M
Tortoise Investment Management, LLC 0.96% Add +4.3% 189,778 $7.9M
Aspen Wealth Management LLC 3.04% Add +16.2% 188,779 $7.9M
FSA Wealth Management LLC 3.41% Add +4.5% 187,793 $7.8M
FSM Wealth Advisors, LLC 2.78% Add +29.2% 187,656 $7.8M
Waterford Advisors, LLC 3.32% Add +2.5% 187,375 $7.8M
Dravo Bay LLC 4.65% Add +14.5% 187,218 $7.8M
Ariston Services Group 7.48% No change 187,052 $7.8M
AdvisorNet Financial, Inc 0.75% Reduce -39.2% 186,995 $7.8M
LBMC Investment Advisors, LLC 0.68% Reduce -0.9% 186,678 $7.8M
Axiom Financial Strategies, LLC 4.96% Add +3.2% 186,342 $7.8M
Nations Financial Group Inc, /Ia/ 0.65% Reduce -7.3% 185,011 $7.7M
VCI Wealth Management LLC 5.20% Reduce -14.8% 184,131 $7.7M
Regal Investment Advisors LLC 0.52% Reduce -1.3% 183,627 $7.7M
FF Advisors,LLC 5.29% Add +10.0% 183,276 $7.7M
Duff & Phelps Investment Management Co. 0.09% No change 182,740 $7.6M
Veery Capital, LLC 3.13% Add +6.9% 182,685 $7.6M
Bricktown Capital, LLC 1.54% Reduce -58.4% 182,333 $7.6M
Old Mission Investment Co LLC 2.54% Add +10.1% 182,158 $7.6M
Deutsche Bank AG 0.00% Reduce -12.4% 182,150 $7.6M
Standard Family Office LLC 10.17% No change 181,722 $7.6M
Connors Investor Services Inc. 0.78% Reduce -1.2% 178,092 $7.4M
National Bank of Canada 0.01% Reduce -0.0% 171,246 $7.4M
Johnson Bixby & Associates, LLC 1.29% Add +0.9% 177,828 $7.4M
Wealthspire Retirement, LLC 0.64% Add +9.6% 177,629 $7.4M
REDW Wealth LLC 2.00% Reduce -5.4% 177,426 $7.4M
Townsquare Capital LLC 0.11% Add +209.0% 177,307 $7.4M
Walleye Trading LLC 0.12% Add +953.5% 176,211 $7.4M
Northeast Investment Management 0.36% Reduce -3.2% 176,097 $7.4M
Avior Wealth Management, LLC 0.34% Reduce -18.5% 175,331 $7.3M
Stephens Inc. 0.11% Add +9.7% 174,682 $7.3M
Syon Capital LLC 0.69% Reduce -1.1% 174,123 $7.3M
Greytown Advisors Inc. 4.09% Reduce -6.8% 173,958 $7.3M
Boston Trust Walden Corp 0.05% Reduce -1.8% 173,934 $7.3M
Sandy Spring Bank 0.33% Add +6.9% 173,614 $7.3M
Echo45 Advisors LLC 5.17% Add +2.0% 172,140 $7.2M
Ancora Advisors LLC 0.16% Reduce -10.6% 172,001 $7.2M
Grayhawk Investment Strategies Inc. 6.31% Add +10.1% 171,500 $7.2M
Sierra Capital LLC 0.94% Add +0.9% 171,471 $7.2M
Bay Harbor Wealth Management, LLC 2.55% Add +8.2% 170,056 $7.1M
Mgo One Seven LLC 0.37% Add +174.4% 169,965 $7.1M
Principal Securities, Inc. 0.22% Add +27.3% 169,946 $7.1M
Arete Wealth Advisors, LLC 0.66% Add +13.8% 169,897 $7.1M
Woodstock Corp. 0.73% Add +0.9% 169,822 $7.1M
Keener Financial Planning LLC 4.88% Add +11.4% 169,755 $7.1M
Leavell Investment Management, Inc. 0.41% Reduce -4.9% 169,031 $7.1M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -1.9% 167,454 $7.0M
Vestor Capital, LLC 0.59% Reduce -14.0% 167,174 $7.0M
BOK Financial Private Wealth, Inc. 0.52% Add +2.1% 166,692 $7.0M
Pinnacle Associates Ltd. 0.11% Reduce -0.7% 166,157 $6.9M
Three Bridge Wealth Advisors, LLC 2.73% Add +8.1% 166,053 $6.9M
Smith, Moore & Co. 0.74% Add +0.2% 165,762 $6.9M
Howe & Rusling Inc. 0.66% Reduce -0.5% 164,039 $6.9M
Northeast Financial Group, Inc. 3.02% Add +27.6% 163,610 $6.8M
Forum Financial Management, LP 0.12% Add +1006.9% 163,032 $6.8M
Summit Financial, LLC 0.40% Reduce -10.4% 162,828 $6.8M
Relative Value Partners Group, LLC 0.43% Add +0.6% 171,384 $6.8M
Charles Schwab Trust Co 0.64% Add +5.3% 162,049 $6.8M
NDVR, Inc. 6.46% Add +21.0% 161,907 $6.8M
CoreCap Advisors, LLC 0.36% Add +5.4% 161,892 $6.8M
Zeit Capital LLC 5.45% Add +18.7% 161,645 $6.8M
Cypress Financial Planning LLC 3.09% Add +86.3% 161,484 $6.7M
Affiance Financial, LLC 1.82% Add +6.2% 160,949 $6.7M
Abound Wealth Management 2.55% Add +1.0% 160,394 $6.7M
Atmos Advisory, LLC 5.36% Add +3.9% 160,351 $6.7M
Bristlecone Advisors, LLC 0.59% Add +4.4% 160,285 $6.7M
Auour Investments LLC 2.46% Add +15.4% 159,380 $6.7M
D'Orazio & Associates, Inc. 1.07% Reduce -9.9% 159,223 $6.7M
Carolinas Wealth Consulting LLC 1.30% Reduce -4.2% 157,815 $6.6M
Newton One Investments LLC 2.88% Add +2.9% 156,945 $6.6M
Aspire Private Capital, LLC 1.73% Add +4.2% 156,921 $6.6M
Lodestar Private Asset Management LLC 0.93% Add +4.9% 156,864 $6.6M
Marshall & Sullivan Inc. 3.24% Add +0.2% 156,754 $6.5M
Fort Point Capital Partners LLC 0.89% Add +1.8% 156,732 $6.5M
Simon Quick Advisors, LLC 0.49% Reduce -30.4% 156,532 $6.5M
Procyon Advisors, LLC 0.50% Reduce -7.8% 155,967 $6.5M
Alps Advisors Inc. 0.05% No change 155,536 $6.5M
Courage Miller Partners, LLC 2.24% Add +2.2% 155,353 $6.5M
Savant Capital, LLC 0.07% Reduce -1.3% 154,637 $6.5M
Signature Estate & Investment Advisors LLC 0.18% Reduce -0.7% 154,298 $6.4M
Rossmore Private Capital 0.84% Reduce -12.2% 154,225 $6.4M
Money Concepts Capital Corp. 0.59% Add +4.4% 153,918 $6.4M
Sage Rhino Capital LLC 1.52% Add +3.4% 153,908 $6.4M
4Thought Financial Group Inc. 4.22% Add +5.0% 153,705 $6.4M
Tenret Co LLC 4.50% Add +15.1% 152,761 $6.4M
Soltis Investment Advisors LLC 0.71% Add +4.5% 152,026 $6.4M
Aperture Investors, LLC 0.81% Add +108.0% 151,884 $6.3M
Okabena Investment Services Inc. 2.10% Add +44.2% 151,161 $6.3M
Analyst IMS Investment Management Services Ltd. 0.27% Reduce -0.1% 151,135 $6.3M
Spire Wealth Management 0.12% Reduce -3.1% 151,088 $6.3M
Nelson Capital Management, LLC 1.21% Reduce -41.4% 151,052 $6.3M
Dorsey & Whitney Trust CO LLC 0.43% Reduce -1.4% 150,916 $6.3M
Henshaw Capital LLC 0.29% No change 150,000 $6.3M
Anderson Hoagland & Co. 0.70% Reduce -66.5% 147,889 $6.3M
Bar Harbor Wealth Management 0.42% Add +3.8% 149,132 $6.2M
Beirne Wealth Consulting Services, LLC 2.63% Add +540.4% 148,767 $6.2M
First Horizon Advisors, Inc. 0.19% Add +7.2% 148,100 $6.2M
Rockbridge Investment Management, LCC 0.90% Reduce -0.6% 147,008 $6.1M
LBJ Family Wealth Advisors, Ltd. 3.88% Add +0.4% 146,172 $6.1M
Wexford Capital LP 1.24% Reduce -4.5% 145,645 $6.1M
Executive Wealth Management, LLC 0.53% Reduce -1.4% 144,308 $6.1M
Clarius Group, LLC 0.42% Reduce -2.3% 144,755 $6.0M
OneDigital Investment Advisors LLC 0.09% Add +9.5% 144,571 $6.0M
N.E.W. Advisory Services LLC 0.67% Add +17.0% 144,110 $6.0M
Park Avenue Securities LLC 0.08% Reduce -10.2% 143,703 $6.0M
Martel Wealth Advisors LLC 1.29% Add +1.6% 142,863 $6.0M
Cardiff Park Advisors, LLC 0.57% Reduce -11.0% 142,537 $6.0M
Courier Capital LLC 0.43% Reduce -1.6% 142,461 $6.0M
Arcadia Wealth Management, LLC 3.65% Add +12.3% 141,974 $5.9M
PFG Investments, LLC 0.36% New 142,076 $5.9M
NewSquare Capital LLC 0.53% Add +3.4% 141,976 $5.9M
North Star Asset Management Inc. 0.28% Reduce -4.8% 141,733 $5.9M
VestGen Investment Management 1.79% Add +6.3% 141,287 $5.9M
Bradley Foster & Sargent Inc. 0.11% Reduce -5.0% 140,349 $5.9M
Hiley Hunt Wealth Management 3.84% Add +6.6% 140,246 $5.9M
Sovereign Financial Group, Inc. 1.55% Add +5.7% 139,984 $5.8M
Asset Management One Co., Ltd. 0.02% Reduce -8.1% 139,506 $5.8M
Rodgers & Associates, LTD 0.75% Reduce -1.4% 139,170 $5.8M
W1M Asset Management Ltd 0.44% Add +11.4% 139,159 $5.8M
Hancock Whitney Corp. 0.20% Add +3.1% 138,141 $5.8M
Fisher Asset Management 0.00% Reduce -6.1% 137,803 $5.8M
Annapolis Financial Services, LLC 1.89% Reduce -2.4% 137,366 $5.7M
RiverGlades Family Offices LLC 4.57% Reduce -2.6% 132,154 $5.7M
McNamara Financial Services, Inc. 1.22% Add +2.7% 137,029 $5.7M
Harbour Investments, Inc. 0.20% Add +12.4% 137,024 $5.7M
Cedar Point Capital Partners, LLC 4.34% Add +2.5% 136,869 $5.7M
Aletheian Wealth Advisors LLC 3.08% Add +11.2% 136,129 $5.7M
Investment Partners, LTD. 2.57% Add +1.2% 135,665 $5.7M
Wrenne Financial Planning LLC 4.16% Add +2.6% 134,673 $5.6M
Penobscot Wealth Management 3.55% Add +22.8% 134,473 $5.6M
Coombe, Bender & Co LLC 3.41% Add +26.3% 134,380 $5.6M
1834 Investment Advisors Co. 0.67% Reduce -2.9% 134,311 $5.6M
Trustmark Bank Trust Department 0.46% Reduce -62.9% 134,132 $5.6M
Synovus Financial Corp. 0.07% Add +11.5% 133,840 $5.6M
Frank, Rimerman Advisors LLC 1.06% Reduce -4.4% 132,156 $5.5M
Norris Perne & French LLP 0.40% Reduce -0.7% 131,966 $5.5M
Foster Group, Inc. 0.27% Reduce -5.1% 131,580 $5.5M
Glenview Trust Co 0.12% Reduce -0.5% 131,034 $5.5M
Joule Financial, LLC 2.25% Reduce -9.6% 130,926 $5.5M
Strategic Blueprint, LLC 0.39% Reduce -1.6% 130,760 $5.5M
Consolidated Portfolio Review Corp 1.42% Reduce -5.2% 129,819 $5.4M
Fiduciary Group, LLC 0.59% Add +3.0% 129,616 $5.4M
Abacus Planning Group, Inc. 1.06% Add +3.4% 129,481 $5.4M
Roberts Wealth Advisors, LLC 2.02% Add +7.3% 130,714 $5.4M
Kestra Private Wealth Services, LLC 0.12% Add +6.5% 128,736 $5.4M
Heritage Investors Management Corp. 0.19% Add +2.4% 128,004 $5.3M
Kanawha Capital Management LLC 0.43% Reduce -1.0% 127,588 $5.3M
Hillcrest Wealth Advisors - NY, LLC 2.88% Add +3.1% 127,191 $5.3M
Pinnacle Wealth Management Advisory Group, LLC 0.57% Add +0.4% 126,962 $5.3M
First Citizens Bank & Trust Co. 0.10% Reduce -51.4% 126,709 $5.3M
Geneos Wealth Management Inc. 0.24% Reduce -2.5% 126,279 $5.3M
AllSquare Wealth Management LLC 3.09% Reduce -0.6% 126,273 $5.3M
180 Wealth Advisors, LLC 0.95% Add +11.0% 126,166 $5.3M
Callan Family Office, LLC 1.23% Add +6.3% 126,037 $5.3M
Tamar Securities, LLC 0.89% Add +4.1% 125,784 $5.3M
Applied Capital LLC 3.11% Reduce -20.6% 125,302 $5.2M
Atlas Capital Advisors Inc. 0.82% Add +53.3% 124,795 $5.2M
McAdam, LLC 0.33% Add +1.2% 124,696 $5.2M
Fairway Wealth LLC 3.52% Add +0.2% 124,215 $5.2M
Hennion & Walsh Asset Management, Inc. 0.28% No change 6,662 $5.2M
Winthrop Advisory Group LLC 0.75% Add +0.9% 124,013 $5.2M
Waterloo Capital, L.P. 0.66% Add +15.2% 123,894 $5.2M
Atlantic Edge Private Wealth Management, LLC 1.77% Add +15.3% 123,174 $5.1M
Cherry Tree Wealth Management, LLC 1.29% Add +0.9% 122,396 $5.1M
Oakwell Private Wealth Management, LLC 1.55% Reduce -0.8% 121,932 $5.1M
Regis Acquisition Inc. 3.09% Add +8.9% 121,588 $5.1M
Legacy PCG, LLC 3.15% Reduce -6.0% 120,250 $5.0M
Seneca Financial Advisors LLC 2.68% Add +19.9% 120,163 $5.0M
Farther Finance Advisors, LLC 0.30% Add +5.7% 119,521 $5.0M
Rathbones Group PLC 0.03% Reduce -55.6% 120,007 $5.0M
Mosaic Family Wealth Partners, LLC 0.82% Add +9.4% 119,764 $5.0M
Gleason Group, Inc. 1.04% Add +0.3% 119,225 $5.0M
Jackson Hole Capital Partners, LLC 1.13% Reduce -0.5% 118,198 $4.9M
Matrix Private Capital Group LLC 3.33% Add +2.3% 117,823 $4.9M
LPWM LLC 1.80% Add +2.6% 116,141 $4.9M
Avidian Wealth Enterprises, LLC 0.26% Reduce -68.8% 117,464 $4.9M
Waters Parkerson & Co., LLC 0.25% Reduce -1.3% 116,901 $4.9M
Ameritas Advisory Services, LLC 0.20% Add +65.3% 116,325 $4.9M
Guardian Wealth Advisors, LLC 3.16% Add +2.5% 116,416 $4.9M
HCR Wealth Advisors 0.74% Reduce -5.2% 116,359 $4.9M
Parkside Financial Bank & Trust 0.78% Add +0.7% 116,287 $4.9M
J.W. Cole Advisors, Inc. 0.24% Reduce -4.3% 115,681 $4.8M
Woodmont Investment Counsel LLC 0.41% Reduce -13.3% 115,546 $4.8M
Parthenon LLC 0.61% Add +4.9% 114,844 $4.8M
Wesbanco Bank Inc. 0.18% Add +3.9% 114,235 $4.8M
TBH Global Asset Management, LLC 0.95% Add +2.8% 113,713 $4.7M
BHK Investment Advisors, LLC 1.81% Add +31.7% 112,827 $4.7M
Family Firm, Inc. 1.15% Reduce -3.7% 112,790 $4.7M
Sageworth Trust Co 0.30% No change 112,676 $4.7M
Birch Hill Investment Advisors LLC 0.23% Reduce -4.7% 112,453 $4.7M
One Day In July LLC 0.62% Reduce -8.0% 111,621 $4.7M
Strategic Financial Partners, Ltd. 2.58% Reduce -32.5% 111,440 $4.7M
Walkner Condon Financial Advisors LLC 0.99% Add +5.5% 111,296 $4.6M
DHK Financial Advisors, Inc. 3.28% Add +8.7% 111,000 $4.6M
Hemington Wealth Management 1.68% Reduce -4.8% 110,920 $4.6M
Thrive Wealth Management, LLC 0.96% Add +43.4% 110,832 $4.6M
Bfsg, LLC 0.61% Reduce -32.3% 109,927 $4.6M
Crestone Asset Management LLC 0.92% Reduce -8.5% 109,582 $4.6M
Breakwater Investment Management 2.10% — 109,437 $4.6M
WealthBridge Investment Counsel Inc. 1.69% Reduce -0.5% 108,745 $4.5M
Proathlete Wealth Management LLC 2.40% Add +3.9% 107,864 $4.5M
Cambridge Trust Co. 0.17% Reduce -20.1% 107,424 $4.5M
Headinvest, LLC 0.87% Reduce -1.1% 106,873 $4.5M
Mittelman Wealth Management 3.02% — 106,828 $4.5M
Evercore Wealth Management, LLC 0.07% Reduce -15.3% 106,312 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -22.6% 106,135 $4.4M
Sigma Planning Corp 0.14% Add +115.9% 105,725 $4.4M
1900 Wealth Management LLC 0.40% Reduce -32.8% 105,607 $4.4M
Lowe Brockenbrough & Co. Inc. 0.30% Add +0.6% 105,410 $4.4M
AE Wealth Management LLC 0.05% Reduce -85.5% 105,246 $4.4M
Perella Weinberg Partners Capital Management LP 0.44% Reduce -49.0% 105,192 $4.4M
Ashton Thomas Private Wealth, LLC 0.25% Reduce -37.6% 104,839 $4.4M
Rareview Capital LLC 4.31% Add +10.6% 104,828 $4.4M
Financial Synergies Wealth Advisors, Inc. 0.57% Add +17.0% 104,680 $4.4M
Lido Advisors, LLC 0.04% Add +21.3% 104,680 $4.4M
1ST Source Bank 0.25% Reduce -62.2% 103,085 $4.3M
United Community Bank 1.67% Add +93.3% 103,883 $4.3M
Congress Asset Management Co. 0.03% Reduce -4.4% 102,852 $4.3M
Starfox Financial Services, LLC 3.64% Add +13.4% 103,880 $4.3M
Harvest Investment Advisors, LLC 3.21% Add +1.4% 102,668 $4.3M
Schwarz Dygos Wheeler Investment Advisors LLC 1.21% Add +2.1% 102,082 $4.3M
Kearns & Associates LLC 3.30% Add +0.8% 101,993 $4.3M
Tikvah Management LLC 1.34% No change 101,580 $4.2M
Waller Financial Planning Group, Inc. 1.13% Reduce -0.9% 101,506 $4.2M
REAP Financial Group, LLC 1.16% Add +15.1% 101,490 $4.2M
Ritholtz Wealth Management 0.15% Add +8.8% 100,925 $4.2M
Clearstead Advisors, LLC 0.21% Reduce -34.6% 96,065 $4.2M
Cedar Brook Financial Partners, LLC 0.83% Reduce -0.7% 100,669 $4.2M
Everhart Financial Group, Inc. 1.22% Add +0.1% 100,650 $4.2M
Parsons Capital Management Inc. 0.29% Add +0.1% 100,389 $4.2M
Mirador Capital Partners LP 0.80% Add +1854.3% 100,097 $4.2M
Trust Co. of Vermont 0.23% Add +0.1% 99,747 $4.2M
Texas Yale Capital Corp. 0.18% Reduce -0.2% 99,291 $4.1M
Alley Investment Management Company, LLC 0.57% Add +0.6% 98,917 $4.1M
Myecfo, LLC 2.41% Add +1.4% 98,318 $4.1M
Haverford Trust Co 0.04% Reduce -1.3% 97,732 $4.1M
Petix & Botte Co 1.01% Add +406.4% 97,635 $4.1M
Advocate Group LLC 0.81% Add +0.1% 97,396 $4.1M
Wedbush Securities Inc. 0.15% Add +85.4% 97,248 $4.1M
Legacies Wealth LLC 3.59% Add +59.3% 97,071 $4.1M
Chilton Capital Management LLC 0.19% Reduce -12.6% 96,978 $4.1M
Seven Post Investment Office LP 0.99% Add +0.8% 96,800 $4.0M
Stephenson & Company, Inc. 2.95% Add +9.4% 96,594 $4.0M
Landmark Wealth Management, LLC 1.86% Add +5.4% 96,004 $4.0M
Salomon & Ludwin, LLC 0.34% Add +6.9% 95,671 $4.0M
Aveo Capital Partners, LLC 0.43% Add +6.2% 91,264 $4.0M
Naples Global Advisors, LLC 0.41% Reduce -1.9% 95,141 $4.0M
TD Private Client Wealth LLC 0.13% Reduce -18.3% 94,568 $4.0M
Penserra Capital Management LLC 0.05% New 94,569 $4.0M
Voisard Asset Management Group, Inc. 2.22% Add +10.4% 94,550 $3.9M
Phoenix Financial Ltd. 0.05% New 94,511 $3.9M
GoalFusion Wealth Management, LLC 2.51% Add +2.9% 94,208 $3.9M
Aspiriant, LLC 0.16% Reduce -10.2% 94,014 $3.9M
S&co Inc. 0.28% Add +12.3% 93,691 $3.9M
Values Added Financial LLC 3.05% Add +0.2% 93,629 $3.9M
One Degree Advisors Inc 1.94% Reduce -0.3% 93,361 $3.9M
Abbrea Capital, LLC 0.51% Reduce -11.9% 92,643 $3.9M
Plancorp, LLC 0.17% Add +23.8% 91,885 $3.8M
Soundmark Wealth Management, LLC 1.69% Add +19.7% 91,389 $3.8M
Roundview Capital LLC 0.31% Add +2.5% 91,285 $3.8M
Avion Wealth 1.02% Reduce -1.7% 90,789 $3.8M
Metropolitan Life Insurance Co 0.16% Reduce -1.9% 90,640 $3.8M
Triangle Securities Wealth Management 1.08% Add +61.2% 90,510 $3.8M
Crewe Advisors LLC 0.44% Reduce -0.0% 90,391 $3.8M
DDFG, Inc 1.20% Reduce -17.2% 90,368 $3.8M
MCF Advisors LLC 0.29% Add +7.5% 89,883 $3.8M
Battery Global Advisors, LLC 3.03% Reduce -51.3% 89,576 $3.7M
Parkwood LLC 0.39% Reduce -86.2% 89,505 $3.7M
Bank of New Hampshire 0.98% Add +2.1% 89,056 $3.7M
Archford Capital Strategies, LLC 0.62% Reduce -60.5% 88,937 $3.7M
Eagle Bay Advisors LLC 2.34% Add +12.2% 88,847 $3.7M
Opus Capital Group, LLC 0.54% Reduce -1.3% 88,583 $3.7M
Motive Wealth Advisors 2.24% Add +94.1% 88,516 $3.7M
Boston Financial Mangement LLC 0.12% Reduce -2.3% 88,403 $3.7M
Main Street Financial Solutions, LLC 0.39% Add +102.7% 88,322 $3.7M
Gould Capital, LLC 2.60% Add +13.6% 88,212 $3.7M
Von Berge Wealth Management Group, LLC 2.37% Add +23.7% 88,172 $3.7M
Topel & Distasi Wealth Management, LLC 1.63% Reduce -7.1% 87,992 $3.7M
Becker Capital Management Inc. 0.13% Reduce -1.6% 87,916 $3.7M
Summit Financial Strategies, Inc. 0.51% Reduce -15.6% 87,507 $3.7M
First Manhattan Co. Llc. 0.01% Reduce -3.1% 87,505 $3.7M
Venture Visionary Partners LLC 0.17% Add +0.8% 87,314 $3.6M
Raymond James Trust N.A. 0.09% Reduce -12.8% 87,172 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.4% 86,862 $3.6M
BKM Wealth Management, LLC 1.56% Reduce -6.3% 86,695 $3.6M
HM Payson & Co. 0.07% Reduce -19.8% 85,840 $3.6M
Cornerstone Wealth Advisors, Inc. 1.10% Add +2.7% 85,395 $3.6M
Agf Management Ltd. 0.02% Reduce -31.0% 84,799 $3.5M
Ethos Financial Group, LLC 0.68% Add +0.3% 84,782 $3.5M
Waldron Private Wealth LLC 0.16% Reduce -0.7% 84,770 $3.5M
SkyOak Wealth, LLC 0.85% Add +2.9% 84,763 $3.5M
Berkshire Asset Management LLC 0.19% Reduce -4.6% 84,703 $3.5M
VERITY Wealth Advisors 2.71% Add +0.4% 84,487 $3.5M
Financial Strategies Group, Inc. 0.94% Reduce -4.5% 82,038 $3.5M
Sarasin & Partners LLP 0.03% Reduce -7.4% 83,946 $3.5M
Great Valley Advisor Group, Inc. 0.11% Reduce -4.4% 83,947 $3.5M
Granite Harbor Advisors, Inc. 2.39% Add +1.1% 83,860 $3.5M
Wealth Advisory Solutions, LLC 0.91% Reduce -1.3% 83,702 $3.5M
Security Financial Services, INC. 0.78% Add +11.2% 82,302 $3.4M
Advisory Services Network, LLC 0.08% Reduce -16.8% 82,286 $3.4M
Fifth Third Securities, Inc. 0.33% Add +4.3% 82,089 $3.4M
FMA Wealth Management, LLC 2.82% Add +2.6% 81,437 $3.4M
Cooksen Wealth, LLC 3.53% Add +4.5% 81,272 $3.4M
Bray Capital Advisors 0.85% Reduce -0.9% 80,435 $3.4M
Asset Allocation & Management Company, LLC 2.19% No change 80,229 $3.4M
Ferguson Shapiro LLC 1.54% New 80,110 $3.3M
GYL Financial Synergies, LLC 0.26% Reduce -0.1% 80,024 $3.3M
Defined Wealth Management, LLC 2.40% Reduce -2.8% 79,915 $3.3M
Arkadios Wealth Advisors 0.26% Reduce -2.3% 79,871 $3.3M
HT Partners LLC 1.20% Add +37.6% 79,607 $3.3M
Wooster Corthell Wealth Management, Inc. 0.76% Reduce -1.2% 79,582 $3.3M
Hilltop Wealth Advisors, LLC 1.69% Reduce -4.8% 78,976 $3.3M
First Western Trust Bank 0.15% Add +0.1% 78,673 $3.3M
First Hawaiian Bank 0.10% Reduce -5.6% 78,622 $3.3M
Summit Wealth Partners, LLC 0.70% Reduce -10.7% 78,595 $3.3M
OLIO Financial Planning 1.38% No change 79,859 $3.3M
Capitolis Liquid Global Markets LLC 0.05% Reduce -74.0% 78,000 $3.3M
First Citizens Financial Corp 1.93% Reduce -7.5% 77,708 $3.2M
DBK Financial Counsel, LLC 3.40% Add +3.2% 77,552 $3.2M
Peterson Wealth Advisors, LLC 0.68% Reduce -0.7% 76,686 $3.2M
Johnson Financial Group, Inc. 0.17% Add +10.8% 76,600 $3.2M
American Investment Services, Inc. 0.57% Reduce -9.6% 76,456 $3.2M
SOL Capital Management CO 0.40% Reduce -5.0% 76,446 $3.2M
LM Advisors LLC 0.56% Reduce -16.6% 76,324 $3.2M
Titan Global Capital Management USA LLC 0.50% Add +86.0% 76,232 $3.2M
SWS Partners 0.95% Add +3.1% 76,050 $3.2M
Wintrust Investments LLC 0.28% Add +1.4% 75,516 $3.2M
Howland Capital Management LLC 0.15% Reduce -65.4% 75,285 $3.1M
Family CFO Inc 1.94% Reduce -5.3% 74,810 $3.1M
Hardy Reed LLC 0.39% No change 74,767 $3.1M
Portfolio Strategies, Inc. 0.21% New 74,767 $3.1M
Global Strategic Investment Solutions, LLC 0.36% Reduce -0.3% 74,647 $3.1M
Strategies Wealth Advisors, LLC 0.48% Reduce -5.1% 74,568 $3.1M
JDM Financial Group LLC 2.26% Reduce -2.1% 74,275 $3.1M
Belpointe Asset Management LLC 0.23% Add +50.5% 74,223 $3.1M
CGN Advisors LLC 0.39% Reduce -13.8% 74,204 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -61.3% 73,943 $3.1M
Linscomb Wealth, Inc. 0.16% Reduce -36.2% 73,900 $3.1M
Aureus Asset Management, LLC 0.21% Reduce -11.1% 73,728 $3.1M
Argent Trust Co 0.14% Add +35.2% 73,101 $3.1M
Brightwater Advisory LLC 2.45% Reduce -2.8% 72,897 $3.0M
Evergreen Capital Management LLC 0.11% Reduce -0.8% 72,639 $3.0M
Lutz Financial Services LLC 0.26% Reduce -0.3% 72,573 $3.0M
Arrowroot Family Office, LLC 1.93% Add +27.5% 71,950 $3.0M
Elevated Capital Advisors, LLC 0.86% Add +6.9% 71,724 $3.0M
Truepoint, Inc. 0.08% Reduce -15.1% 71,457 $3.0M
Retirement Planning Group, LLC 0.23% Add +10.0% 71,354 $3.0M
Campion Asset Management 2.30% Add +3.4% 71,282 $3.0M
Powell Investment Advisors, LLC 1.57% Reduce -4.2% 71,259 $3.0M
Concentric Wealth Management, LLC 0.79% Reduce -5.0% 71,079 $3.0M
Heartwood Wealth Advisors LLC 0.37% Reduce -5.2% 71,066 $3.0M
Ascent Group, LLC 0.26% Reduce -0.1% 70,943 $3.0M
Northland Capital Management LLC 2.07% Add +4.9% 70,920 $3.0M
WBH Advisory Inc. 0.30% Add +0.8% 70,798 $3.0M
IFG Advisors, LLC 0.76% Add +4.2% 70,706 $3.0M
Burney Co./ 0.11% Add +4.2% 70,675 $3.0M
Van Strum & Towne Inc. 1.08% Reduce -3.1% 70,644 $3.0M
Agilis Partners LLC 0.75% No change 70,637 $3.0M
Associated Banc-Corp 0.09% Add +0.4% 70,499 $2.9M
PFG Advisors 0.21% Add +3.1% 70,298 $2.9M
Trevian Wealth Management LLC 2.00% Add +3.1% 70,262 $2.9M
CENTRAL TRUST Co 0.07% Reduce -7.2% 70,055 $2.9M
Hilltop National Bank 0.99% — 69,755 $2.9M
LMG Wealth Partners, LLC 0.73% Reduce -2.4% 69,568 $2.9M
Partners Capital Investment Group, LLP 0.09% Reduce -9.2% 69,391 $2.9M
American Financial Advisors, LLC 0.41% Reduce -5.3% 69,339 $2.9M
Sound Stewardship, LLC 1.75% Reduce -2.5% 68,970 $2.9M
Avestar Capital, LLC 0.33% New 68,562 $2.9M
Columbus Macro, LLC 1.08% Reduce -0.8% 68,440 $2.9M
Allegiance Financial Group Advisory Services LLC 1.15% Reduce -5.6% 67,203 $2.8M
NorthCoast Asset Management LLC 0.04% Add +319.3% 66,887 $2.8M
RFG Advisory, LLC 0.09% Add +30.9% 66,766 $2.8M
Cutler Investment Counsel LLC 0.37% Add +9.4% 66,178 $2.8M
Connecticut Wealth Management, LLC 0.15% Reduce -4.6% 65,946 $2.8M
TFO Wealth Partners, LLC 0.53% Add +0.0% 65,857 $2.8M
Millennium Management 0.00% Reduce -41.5% 65,734 $2.7M
Trust Co of the South 0.63% No change 65,701 $2.7M
Axiom Advisory, LLC 2.00% Add +8.4% 65,064 $2.7M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 65,000 $2.7M
Gordian Advisors LLC 2.50% Add +31.6% 64,940 $2.7M
LFA - Lugano Financial Advisors SA 1.97% Reduce -0.4% 64,850 $2.7M
Fiera Capital Corp 0.01% No change 64,663 $2.7M
Roth Financial Partners LLC 1.20% Reduce -28.4% 64,621 $2.7M
Coastline Trust Co 0.33% Reduce -17.4% 64,608 $2.7M
First National Bank of Omaha 0.18% Reduce -18.4% 59,494 $2.7M
Dark Forest Capital Management LP 0.45% Reduce -62.2% 64,289 $2.7M
Southland Equity Partners LLC 0.75% Add +8.1% 64,252 $2.7M
Great Point Wealth Advisors, LLC 0.62% Reduce -46.7% 64,011 $2.7M
Summit Financial Group, Inc. 0.95% Reduce -1.2% 63,698 $2.7M
Flagship Harbor Advisors, LLC 0.17% Reduce -4.7% 63,694 $2.7M
Welch & Forbes LLC 0.04% Reduce -0.6% 63,366 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -0.5% 63,334 $2.6M
Red Wave Investments LLC 0.99% Reduce -15.2% 63,259 $2.6M
E&G Advisors, LLC 0.83% Reduce -0.7% 62,990 $2.6M
Pinnacle Bancorp, Inc. 0.77% Add +0.1% 62,681 $2.6M
Disciplined Investments, LLC 1.43% Add +9.3% 62,621 $2.6M
Single Point Partners, LLC 0.61% Reduce -12.4% 62,520 $2.6M
FSB Premier Wealth Management, Inc. 1.22% Add +4.5% 62,497 $2.6M
Warner Financial, Inc. 1.29% Reduce -0.1% 61,778 $2.6M
Nwam LLC 0.21% Add +6.4% 60,346 $2.6M
Stratos Wealth Advisors, LLC 0.15% Add +4.5% 61,672 $2.6M
Ballast, Inc. 0.81% Add +1.8% 61,550 $2.6M
Addis & Hill, Inc 2.19% Add +1.2% 60,891 $2.6M
LMCG Investments, LLC 0.15% Reduce -2.6% 61,362 $2.6M
Equita Financial Network, Inc. 1.15% Add +5.1% 61,272 $2.6M
Private Trust Co. NA 0.28% Add +7.0% 61,089 $2.6M
Financial Advocates Investment Management 0.15% Reduce -8.5% 54,432 $2.5M
First Heartland Consultants, Inc. 0.26% Add +6.5% 60,416 $2.5M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 3.34% No change 60,414 $2.5M
First Bancorp, Inc 1.91% Reduce -1.4% 60,299 $2.5M
Angeles Investment Advisors, LLC 0.13% Add +26.3% 60,225 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Add +27.1% 59,769 $2.5M
Perissos Private Wealth Management, LLC 2.26% — 59,616 $2.5M
Cyndeo Wealth Partners, LLC 0.21% Reduce -7.9% 59,439 $2.5M
Trust Point Inc. 0.19% New 59,369 $2.5M
Meeder Asset Management Inc. 0.16% Add +2.9% 59,321 $2.5M
New Perspectives, Inc 1.37% — 59,282 $2.5M
Resolute Advisors LLC 0.46% Reduce -1.1% 59,222 $2.5M
Main Management LLC 0.21% Reduce -4.2% 58,969 $2.5M
Stone Summit Wealth LLC 0.86% Add +8.6% 58,915 $2.5M
Hikari Power Ltd 0.21% No change 58,810 $2.5M
Private Ocean, LLC 0.26% Reduce -23.2% 58,569 $2.4M
Opes Wealth Management LLC 0.56% Reduce -7.3% 58,478 $2.4M
Brickley Wealth Management 0.56% Reduce -0.9% 58,153 $2.4M
Ironwood Investment Management LLC 1.17% Reduce -7.1% 57,563 $2.4M
White Lighthouse Investment Management Inc. 0.49% Reduce -0.8% 57,317 $2.4M
Hohimer Wealth Management, LLC 0.56% Add +21.1% 57,246 $2.4M
Watershed Private Wealth LLC 1.06% Add +64.0% 57,124 $2.4M
Fort Sheridan Advisors LLC 0.45% Reduce -0.7% 57,090 $2.4M
Moody National Bank Trust Division 0.19% Add +0.1% 57,046 $2.4M
Fifth Third Wealth Advisors LLC 0.37% Add +123.9% 56,922 $2.4M
Monarch Capital Management Inc. 0.67% Reduce -3.0% 56,743 $2.4M
Grey Fox Wealth Advisors, LLC 0.88% Add +2.3% 56,076 $2.3M
Compton Wealth Advisory Group, LLC 0.64% Add +28.7% 56,043 $2.3M
Vista Investment Management 0.95% Add +4.6% 55,977 $2.3M
Running Point Capital Advisors, LLC 1.05% Reduce -0.2% 55,971 $2.3M
SP Asset Management LLC 0.22% Reduce -2.5% 55,937 $2.3M
Red Tortoise LLC 1.30% Reduce -51.7% 55,565 $2.3M
Motley Fool Wealth Management, LLC 0.12% Add +18.2% 55,391 $2.3M
CIBC Asset Management Inc 0.01% Reduce -2.6% 55,175 $2.3M
Gainplan LLC 1.11% Add +4.1% 55,142 $2.3M
Cwm, LLC 0.01% Add +28.5% 55,072 $2.3M
Integrity Wealth Solutions LLC 1.50% Reduce -0.4% 54,969 $2.3M
BSW Wealth Partners 0.39% Reduce -15.9% 54,910 $2.3M
HB Wealth Management, LLC 0.03% Reduce -7.6% 54,874 $2.3M
Arcus Capital Partners, LLC 0.72% Add +0.1% 54,577 $2.3M
Garden State Investment Advisory Services LLC 0.83% Add +1.4% 54,258 $2.3M
Francis Financial, Inc. 0.73% Reduce -10.3% 54,052 $2.3M
Randall & Associates Wealth Management 2.03% Add +7.5% 53,926 $2.3M
NavPoint Financial, Inc. 1.96% Reduce -8.6% 53,860 $2.2M
Gemmer Asset Management LLC 0.26% Add +24.3% 53,767 $2.2M
BigSur Wealth Management LLC 0.70% Add +15.0% 53,718 $2.2M
Private Client Services, LLC 1.50% Add +9.1% 53,571 $2.2M
Merit Financial Group, LLC 0.05% Reduce -26.1% 51,064 $2.2M
Stokes Family Office, LLC 0.28% Reduce -2.6% 53,247 $2.2M
Hexagon Capital Partners LLC 0.49% Add +11.4% 53,123 $2.2M
Bordeaux Wealth Advisors LLC 0.74% Add +6.6% 52,982 $2.2M
Falcon Wealth Planning 0.35% Reduce -14.8% 52,918 $2.2M
Smartleaf Asset Management LLC 0.43% Add +3.2% 53,055 $2.2M
Viewpoint Capital Management LLC 1.40% Add +100.0% 53,210 $2.2M
Brown Miller Wealth Management, LLC 0.97% Add +7.8% 52,697 $2.2M
Astoria Strategic Wealth, Inc. 0.70% Add +0.1% 52,573 $2.2M
PAX Financial Group, LLC 0.44% Add +4.7% 52,520 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.28% Reduce -6.5% 52,481 $2.2M
IFP Advisors, Inc 0.10% Reduce -4.6% 52,307 $2.2M
Wells Trecaso Financial Group, LLC 0.77% Add +66.1% 52,235 $2.2M
AlTi Global, Inc. 0.06% Reduce -21.7% 52,190 $2.2M
Waterfront Wealth Inc. 0.61% Reduce -2.3% 51,312 $2.2M
Kingfisher Capital LLC 0.53% Reduce -0.9% 51,859 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Add +137.3% 51,429 $2.1M
Norway Savings Bank 0.89% Reduce -21.9% 51,240 $2.1M
Mechanics Financial Corp 1.10% Reduce -54.2% 50,814 $2.1M
MBB Public Markets I LLC 0.14% Reduce -10.7% 50,789 $2.1M
Northwest Wealth Management, LLC 0.58% Add +2.9% 50,746 $2.1M
Fortitude Family Office, LLC 1.43% Add +0.0% 50,737 $2.1M
Compass Ion Advisors, LLC 0.30% Reduce -7.4% 50,608 $2.1M
Brand Asset Management Group, Inc. 0.91% Add +3.3% 50,601 $2.1M
Sterling Investment Management, LLC 1.49% Reduce -3.4% 50,503 $2.1M
Gilman Hill Asset Management, LLC 0.38% Reduce -1.6% 50,490 $2.1M
Kingsview Wealth Management, LLC 0.05% Reduce -4.5% 50,401 $2.1M
Broadleaf Partners, LLC 0.54% Add +18.4% 50,287 $2.1M
Smart Portfolios, LLC 2.20% Add +0.3% 50,022 $2.1M
Monument Group Wealth Advisors, LLC 1.54% Add +1.8% 49,803 $2.1M
Joel Isaacson & Co., LLC 0.11% Add +9.6% 49,775 $2.1M
Oliver Luxxe Assets LLC 0.43% Add +1.1% 49,721 $2.1M
Gould Asset Management LLC 0.50% Reduce -33.3% 49,520 $2.1M
Elmwood Wealth Management, Inc. 0.88% Add +107.8% 49,237 $2.1M
AlphaStar Capital Management, LLC 0.21% Reduce -2.4% 49,208 $2.1M
Ieq Capital, LLC 0.03% Add +2.6% 48,858 $2.0M
Ti-Trust, Inc. 1.50% Reduce -0.5% 48,831 $2.0M
Intrua Financial, LLC 0.32% Add +10.6% 48,797 $2.0M
Quantum Portfolio Management LLC 1.15% Add +1.9% 48,584 $2.0M
Great Lakes Advisors, LLC 0.02% Reduce -8.0% 48,525 $2.0M
Aerodigm Wealth, LLC 0.82% Reduce -49.5% 48,375 $2.0M
Centaurus Financial, Inc. 0.14% Reduce -4.3% 48,282 $2.0M
Wade Financial Advisory, Inc 0.73% Reduce -11.8% 47,936 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.48% Add +23.4% 47,660 $2.0M
Rooted Wealth Advisors, Inc. 0.98% Add +3.6% 47,066 $2.0M
SlateStone Wealth, LLC 0.20% Add +4.3% 47,110 $2.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.32% Reduce -7.1% 47,063 $2.0M
Brighton Jones LLC 0.07% Add +4.0% 47,011 $2.0M
Lazard Asset Management LLC 0.00% Reduce -77.4% 47,025 $2.0M
Redwood Investment Management, LLC 0.19% Reduce -85.4% 46,956 $2.0M
Balentine LLC 0.06% Reduce -25.3% 46,919 $2.0M
Life Planning Partners, Inc 1.94% Add +3.6% 46,715 $2.0M
Innova Wealth Partners 1.50% Reduce -4.5% 46,415 $1.9M
Prio Wealth Limited Partnership 0.06% Add +78.3% 46,275 $1.9M
MBL Wealth, LLC 0.22% Add +3.1% 46,187 $1.9M
Carlson Capital Management 0.09% Reduce -85.8% 46,140 $1.9M
Centennial Bank 0.99% Reduce -3.5% 46,089 $1.9M
Evanson Asset Management, LLC 0.14% Add +1.3% 45,986 $1.9M
New England Private Wealth Advisors LLC 0.34% Reduce -0.6% 45,858 $1.9M
Dynamic Wealth Strategies, LLC 1.63% Add +5.2% 45,630 $1.9M
Silver Oak Securities, Incorporated 0.29% Reduce -15.8% 45,311 $1.9M
Gold Investment Management Ltd. 0.76% Reduce -0.4% 45,250 $1.9M
Financial Enhancement Group LLC 0.31% Reduce -0.5% 45,435 $1.9M
Sensible Financial Planning & Management, LLC. 0.42% Reduce -4.4% 45,198 $1.9M
CWA Asset Management Group, LLC 0.11% Reduce -6.5% 45,025 $1.9M
Blue Trust, Inc. 0.03% Reduce -24.0% 44,980 $1.9M
Cascade Financial Partners, LLC 0.27% — 45,087 $1.9M
Gill Capital Partners, LLC 0.75% Add +1.5% 44,203 $1.9M
C2C Wealth Management, LLC 1.84% Reduce -6.3% 44,507 $1.9M
Rothschild Wealth LLC 0.65% — 44,493 $1.9M
Delta Financial Advisors LLC 0.73% Add +0.0% 44,326 $1.9M
Exchange Capital Management, Inc. 0.30% Reduce -0.8% 44,301 $1.9M
Apollon Wealth Management, LLC 0.06% Reduce -5.8% 44,171 $1.8M
Greenleaf Trust 0.02% Reduce -35.1% 43,874 $1.8M
Nottingham Advisors, Inc. 0.22% Reduce -6.8% 43,848 $1.8M
Keeley-Teton Advisors, LLC 0.23% Add +0.6% 43,844 $1.8M
Fiducient Advisors LLC 0.36% Add +766.3% 43,759 $1.8M
Motiv8 Investments LLC 1.41% Add +11.3% 43,550 $1.8M
Cassaday & Co Wealth Management LLC 0.06% Add +0.9% 43,498 $1.8M
Louisbourg Investments Inc. 0.50% Add +17.6% 43,479 $1.8M
Rockland Trust Co. 0.10% Reduce -14.6% 43,448 $1.8M
Cohen Klingenstein LLC 0.07% No change 43,329 $1.8M
Prospera Financial Services Inc 0.05% Reduce -7.4% 43,284 $1.8M
Treynor Bancshares, Inc. 1.05% Add +12.1% 43,204 $1.8M
Cary Street Partners Investment Advisory LLC 0.08% Reduce -3.0% 43,186 $1.8M
Capasso Planning Partners LLC 0.74% Add +1.1% 42,951 $1.8M
Evermay Wealth Management LLC 0.27% Reduce -5.9% 42,931 $1.8M
Riverpoint Wealth Management Holdings, LLC 0.50% Reduce -2.5% 42,879 $1.8M
Csenge Advisory Group 0.10% Add +46.2% 42,828 $1.8M
WESCAP Management Group, Inc. 0.51% Add +0.6% 42,520 $1.8M
Aire Advisors, LLC 0.39% Reduce -0.8% 41,895 $1.8M
Westside Investment Management, Inc. 0.42% Add +1.2% 41,588 $1.7M
Wealthgate Family Office, LLC 4.50% Add +0.0% 41,461 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -51.6% 41,453 $1.7M
Independent Advisor Alliance 0.06% Reduce -48.9% 41,376 $1.7M
Aspen Grove Capital, LLC 0.49% Add +25.1% 41,356 $1.7M
Sachem Hill LLC 0.40% Reduce -6.2% 41,258 $1.7M
Community Bank, N.A. 0.23% Add +3.0% 41,228 $1.7M
Mosaic Advisors LLC 1.41% Add +0.1% 41,194 $1.7M
Chicago Partners Investment Group LLC 0.07% Reduce -1.0% 41,172 $1.7M
Aries Wealth Management 0.55% Add +1.5% 40,749 $1.7M
City State Bank 0.75% Add +1.3% 40,656 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.2% 40,644 $1.7M
VAUGHAN & Co SECURITIES, INC. 1.08% No change 40,500 $1.7M
Financial Insights, Inc. 0.49% Reduce -13.4% 40,480 $1.7M
Holistic Financial Partners 0.85% Reduce -2.7% 40,033 $1.7M
Werba Rubin Papier Wealth Management 0.48% Add +437.0% 40,006 $1.7M
GAM Holding AG 0.12% Reduce -25.1% 40,000 $1.7M
BluePointe Capital Management, LLC 1.15% Reduce -2.9% 39,993 $1.7M
Level Financial Advisors 0.76% Reduce -3.9% 39,877 $1.7M
FSA Advisors, Inc. 1.78% Add +7.9% 39,796 $1.7M
RS Crum Inc. 0.45% Reduce -2.8% 39,396 $1.6M
NorthRock Partners, LLC 0.06% Add +33.7% 39,381 $1.6M
Shufro Rose & Co. LLC 0.13% Add +11.8% 38,955 $1.6M
Simplicity Wealth,LLC 0.04% Add +398.9% 38,851 $1.6M
International Assets Investment Management, LLC 0.17% Add +72.9% 38,572 $1.6M
Pine Ridge Advisers LLC 0.19% Add +3.4% 38,675 $1.6M
Greenwich Wealth Management LLC 0.13% Add +1.3% 38,395 $1.6M
Bridgewealth Advisory Group, LLC 0.78% Add +452.1% 38,360 $1.6M
Rinkey Investments 0.58% Add +0.9% 38,317 $1.6M
Market Street Wealth Management Advisors LLC 0.28% No change 38,223 $1.6M
Financial Planning & Information Services, Inc. 0.24% Reduce -0.6% 38,119 $1.6M
Pekin Hardy Strauss, Inc. 0.22% Reduce -9.5% 37,973 $1.6M
St Germain D J Co. Inc. 0.08% Reduce -15.2% 37,868 $1.6M
FFT Wealth Management LLC 0.14% Reduce -26.0% 37,702 $1.6M
Cornerstone Wealth Management, LLC 0.13% Reduce -5.8% 37,676 $1.6M
HBW Advisory Services LLC 0.29% No change 38,138 $1.6M
Compass Advisory Group LLC 0.69% Reduce -5.4% 37,527 $1.6M
Two Sigma Securities, LLC 0.08% Reduce -46.6% 37,500 $1.6M
SilverOak Wealth Management LLC 0.39% Add +6.8% 37,473 $1.6M
Golden Road Advisors LLC 1.30% Add +10.0% 37,426 $1.6M
Global Trust Asset Management, LLC 0.64% Reduce -0.2% 37,391 $1.6M
NBT Bank, N.A. 0.11% Reduce -6.0% 37,265 $1.6M
Charter Oak Capital Management, LLC 0.17% Reduce -7.2% 37,059 $1.5M
Allie Family Office LLC 0.91% Add +83.4% 37,002 $1.5M
One Capital Management, LLC 0.06% Reduce -14.8% 36,868 $1.5M
Foundations Investment Advisors, LLC 0.04% Add +6.7% 36,859 $1.5M
General Partner, Inc. 0.97% Add +326.3% 36,793 $1.5M
Choate Investment Advisors 0.04% Reduce -3.2% 36,620 $1.5M
KMG Fiduciary Partners, LLC 0.16% Reduce -0.4% 36,523 $1.5M
First PREMIER Bank 0.40% Reduce -25.0% 36,517 $1.5M
Morton Brown Family Wealth, LLC 0.63% Reduce -20.2% 36,486 $1.5M
World Equity Group, Inc. 0.31% Reduce -6.3% 36,444 $1.5M
C M Bidwell & Associates Ltd. 1.03% Reduce -2.9% 36,283 $1.5M
Stock Yards Bank & Trust Co. 0.05% Reduce -0.9% 36,250 $1.5M
Red Lighthouse Investment Management, LLC 0.61% No change 36,173 $1.5M
LongView Wealth Management 0.60% Reduce -8.8% 36,134 $1.5M
Matrix Asset Advisors Inc. 0.18% Add +8.5% 36,027 $1.5M
Valley Wealth Managers, Inc. 0.11% Add +0.3% 35,986 $1.5M
West Financial Advisors, LLC 0.32% Add +9.6% 35,879 $1.5M
SageView Advisory Group, LLC 0.08% Reduce -55.7% 18,343 $1.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -9.9% 35,747 $1.5M
James J. Burns & Company, LLC 0.52% Reduce -38.2% 35,456 $1.5M
Rosenberg Matthew Hamilton 0.43% Reduce -5.5% 35,490 $1.5M
MAS Advisors LLC 1.72% Add +0.1% 35,619 $1.5M
North Star Investment Management Corp. 0.11% Add +15.2% 35,501 $1.5M
Continuum Advisory, LLC 0.22% Reduce -29.5% 34,166 $1.5M
Pachira Investments Inc. 1.21% Reduce -1.0% 35,384 $1.5M
Eclectic Associates Inc. 0.67% Add +1.0% 35,384 $1.5M
Park National Corp. 0.06% Reduce -6.0% 35,124 $1.5M
Crescent Grove Advisors, LLC 0.15% Reduce -2.2% 35,094 $1.5M
Phillips Financial Management, LLC 0.12% Reduce -6.0% 35,033 $1.5M
Grove Bank & Trust 0.24% Reduce -10.7% 34,753 $1.5M
Nabity-Jensen Investment Management Inc 1.19% Add +0.9% 34,748 $1.5M
Shepherd Financial Partners LLC 0.19% Add +0.0% 34,561 $1.4M
Krilogy Financial LLC 0.11% Add +4.9% 34,556 $1.4M
Motco 0.09% Add +24.1% 34,513 $1.4M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -47.5% 34,439 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.51% Add +3.6% 34,411 $1.4M
Mayport, LLC 0.55% Reduce -18.1% 34,290 $1.4M
Dakota Wealth Management 0.04% Reduce -2.1% 34,052 $1.4M
Verum Partners LLC 0.50% Reduce -9.7% 33,969 $1.4M
Gridiron Partners, LLC 0.90% No change 33,718 $1.4M
Enterprise Bank & Trust Co 0.48% Add +1.2% 33,701 $1.4M
Certus Wealth Management, LLC 1.12% Reduce -20.6% 32,240 $1.4M
HUB Investment Partners, LLC 0.08% Add +78.9% 33,664 $1.4M
Windsor Capital Management, LLC 0.44% Reduce -0.7% 33,662 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -51.9% 33,620 $1.4M
Navalign, LLC 0.47% Reduce -3.1% 33,608 $1.4M
Rockingstone Advisors LLC 0.72% Reduce -9.5% 33,574 $1.4M
Asset Management Group, Inc. 0.21% Add +0.5% 33,350 $1.4M
Nova R Wealth, Inc. 0.73% Add +6.9% 33,301 $1.4M
Keel Point, LLC 0.14% Reduce -6.3% 33,091 $1.4M
Five Oceans Advisors 0.71% Reduce -27.0% 33,040 $1.4M
Cape Cod Five Cents Savings Bank 0.13% Add +5.1% 32,742 $1.4M
Gotham Asset Management 0.02% Add +28.6% 32,711 $1.4M
Wit, LLC 41.52% Add +14.6% 32,654 $1.4M
Robertson Stephens Wealth Management, LLC 0.07% Add +2.0% 32,492 $1.4M
Breed's Hill Capital LLC 1.25% Reduce -21.3% 32,480 $1.4M
Signal Advisors Wealth, LLC 0.34% Add +37.9% 32,434 $1.4M
Kitching Partners, LLC 2.56% Add +1.4% 32,252 $1.3M
Armbruster Capital Management, Inc. 0.28% No change 31,985 $1.3M
Merriman Wealth Management, LLC 0.06% Reduce -4.0% 31,939 $1.3M
Oxford Financial Group, LTD. LLC 0.09% Add +13.3% 31,869 $1.3M
AMG National Trust Bank 0.04% Reduce -5.3% 31,603 $1.3M
Everett Harris & Co. 0.02% Reduce -0.9% 31,411 $1.3M
Coyle Financial Counsel LLC 0.47% Add +5.0% 31,361 $1.3M
Diversified Trust Co. 0.04% Add +1.2% 31,304 $1.3M
Wilbanks Smith & Thomas Asset Management LLC 0.04% Reduce -5.3% 31,113 $1.3M
Assetmark, Inc. 0.00% Reduce -2.5% 31,034 $1.3M
Bruce G. Allen Investments, LLC 1.06% Add +4.9% 30,900 $1.3M
HBK Sorce Advisory LLC 0.05% Add +5.5% 30,868 $1.3M
Kendall Capital Management 0.44% Add +0.7% 30,828 $1.3M
Arbor Trust Wealth Advisors, LLC 0.70% Reduce -0.6% 30,274 $1.3M
Flagstar Securities, Inc. 0.36% Add +11.8% 30,640 $1.3M
Global Financial Private Client, LLC 0.55% Add +4.4% 30,480 $1.3M
United Advisor Group, LLC 0.48% Add +155.2% 30,583 $1.3M
Gilbert & Cook, Inc. 0.17% Add +23.8% 30,530 $1.3M
Granite Investment Partners, LLC 0.05% No change 30,528 $1.3M
First Trust Advisors LP 0.00% Add +9.8% 30,519 $1.3M
McClarren Financial Advisors, Inc. 0.91% Add +0.4% 30,432 $1.3M
First Nebraska Trust Co 0.13% Reduce -1.1% 30,246 $1.3M
Cobblestone Capital Advisors LLC 0.08% Reduce -1.7% 30,094 $1.3M
Conservest Capital Advisors, Inc. 0.13% Reduce -2.1% 29,954 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Add +7.2% 29,913 $1.2M
Cypress Wealth Services, LLC 0.29% Add +1.3% 29,708 $1.2M
Carret Asset Management, LLC 0.15% Add +0.3% 29,680 $1.2M
Windham Capital Management, LLC 0.97% Reduce -1.9% 29,512 $1.2M
Pathway Financial Advisors LLC 0.33% Add +1.4% 29,286 $1.2M
Lanark Financial, Inc. 0.11% Add +3.5% 29,168 $1.2M
Appleton Partners Inc. 0.09% Reduce -15.0% 29,063 $1.2M
Legacy Edge Advisors, LLC 0.25% Reduce -16.0% 29,046 $1.2M
MorganRosel Wealth Management, LLC 0.43% Add +36.1% 28,967 $1.2M
Sowell Financial Services LLC 0.06% Add +1.3% 28,943 $1.2M
ETF Portfolio Partners, Inc. 0.38% Reduce -75.0% 28,860 $1.2M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 28,840 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -12.5% 28,805 $1.2M
Forza Wealth Management, LLC 0.63% No change 28,787 $1.2M
Cambridge Capital Management, LLC 0.94% Reduce -15.0% 28,737 $1.2M
Baron Silver Stevens Financial Advisors, LLC 0.23% Reduce -6.5% 28,620 $1.2M
Prudent Man Advisors, LLC 0.45% Add +0.0% 26,125 $1.2M
Arcadia Investment Management Corp. 0.21% Reduce -3.8% 28,581 $1.2M
Pitcairn Co. 0.08% Reduce -2.7% 28,336 $1.2M
Wilson & Boucher Capital Management, LLC 0.93% Add +2.5% 28,306 $1.2M
John G Ullman & Associates Inc. 0.18% Add +7.4% 28,269 $1.2M
MidAtlantic Capital Management, Inc. 1.04% Add +3.6% 23,765 $1.2M
Bleakley Financial Group, LLC 0.03% Reduce -3.5% 28,155 $1.2M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.2M
Lindbrook Capital, LLC 0.11% Reduce -1.5% 27,896 $1.2M
Institute for Wealth Management, LLC. 0.15% Reduce -6.8% 27,813 $1.2M
Bigelow Investment Advisors, LLC 0.57% Reduce -42.0% 27,675 $1.2M
Journey Strategic Wealth LLC 0.05% Reduce -32.0% 27,667 $1.2M
Chemistry Wealth Management LLC 0.31% Reduce -10.6% 27,635 $1.2M
Petredis Investment Advisors LLC 0.14% Add +1.8% 27,594 $1.2M
Innealta Capital, LLC 0.49% Reduce -11.0% 27,571 $1.2M
Hassell Wealth Management, LLC 0.73% Reduce -4.8% 27,672 $1.2M
Quadrant Capital Group LLC 0.09% Add +22.9% 27,504 $1.1M
Total Clarity Wealth Management, Inc. 0.40% Add +74.0% 27,472 $1.1M
Mayflower Financial Advisors, LLC 0.19% Add +0.8% 27,466 $1.1M
Busey Bank 0.04% Add +31.7% 27,434 $1.1M
Park Edge Advisors, LLC 0.32% Add +4.4% 27,279 $1.1M
Victory Financial Group, LLC 0.67% Reduce -15.8% 27,265 $1.1M
Family Wealth Partners, LLC 0.64% Reduce -11.7% 27,228 $1.1M
Essex Bank 0.33% No change 27,649 $1.1M
Seldon Capital LP 0.69% No change 27,148 $1.1M
Sovereign Investment Advisors, LLC 0.39% Add +0.1% 27,044 $1.1M
Fidelis Capital Partners, LLC 0.17% Reduce -4.2% 26,964 $1.1M
Moser Wealth Advisors, LLC 0.63% Reduce -9.4% 26,880 $1.1M
Certified Advisory Corp 0.16% Add +0.6% 26,807 $1.1M
Sabal Trust CO 0.06% Add +41.5% 26,726 $1.1M
Fca Corp. 0.36% Add +3.3% 26,678 $1.1M
Clarity Capital Advisors, LLC 0.88% Add +13.7% 26,507 $1.1M
Scotia Capital Inc. 0.01% Reduce -7.3% 26,467 $1.1M
Bakala Capital LLC 9.48% Add +111.2% 26,378 $1.1M
GC Wealth Management RIA, LLC 0.22% New 26,333 $1.1M
Elgethun Capital Management 0.27% Reduce -10.7% 25,822 $1.1M
Upper Left Wealth Management, LLC 1.01% Add +29.0% 26,038 $1.1M
Lake Street Private Wealth, LLC 0.15% Add +2.1% 25,791 $1.1M
Principal Financial Group Inc. 0.00% New 25,787 $1.1M
RHS Financial, LLC 0.63% Add +0.7% 25,757 $1.1M
Stablepoint Partners, LLC 0.22% Add +23.7% 25,713 $1.1M
Well Done, LLC 0.21% Add +17.0% 25,507 $1.1M
Dentgroup LLC 0.88% Add +3.9% 25,438 $1.1M
Capital Analysts, LLC 0.05% Reduce -5.2% 25,421 $1.1M
Verus Capital Partners, LLC 0.12% Add +2.6% 25,420 $1.1M
First American Bank 0.08% Reduce -5.9% 25,418 $1.1M
City Holding Co. 0.16% Add +23.1% 25,377 $1.1M
Castleview Partners, LLC 0.59% Add +1798.3% 25,304 $1.1M
Highland Capital Management, LLC 0.06% Add +12.0% 25,304 $1.1M
Plan Group Financial, LLC 0.69% Add +17.4% 25,290 $1.1M
Encompass Wealth Advisors, LLC 0.28% Reduce -7.8% 25,238 $1.1M
Baker Boyer National Bank 0.36% Add +50.2% 25,231 $1.1M
Sunesis Advisors, LLC 0.62% No change 25,217 $1.1M
Atlas Private Wealth Management, LLC 0.44% Reduce -5.4% 25,158 $1.1M
National Philanthropic Trust 0.02% Reduce -11.4% 25,144 $1.1M
Noble Family Wealth, LLC 0.30% Add +3.9% 25,011 $1.0M
Black Diamond Financial, LLC 0.28% No change 25,389 $1.0M
Mill Creek Capital Advisors, LLC 0.03% Add +1.9% 24,979 $1.0M
Chapin Davis, Inc. 0.38% Reduce -4.3% 24,966 $1.0M
Andina Capital Management, LLC 0.81% Add +7.6% 24,924 $1.0M
First Interstate Bank 0.07% Reduce -24.3% 24,920 $1.0M
Investment Advisory Group, LLC 0.43% Reduce -2.9% 24,828 $1.0M
Seaside Wealth Management, Inc. 0.44% Reduce -1.5% 24,802 $1.0M
HSBC Holdings PLC 0.00% No change 24,735 $1.0M
Carmichael Hill & Associates, Inc. 0.42% Reduce -0.7% 24,635 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +2.6% 24,607 $1.0M
Telos Capital Management, Inc. 0.12% Reduce -8.5% 24,561 $1.0M
True Vision MN LLC 0.72% Reduce -18.6% 24,204 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -4.8% 24,460 $1.0M
Washington Trust Bank 0.10% Add +12.7% 24,380 $1.0M
BlackDiamond Wealth Management, LLC 0.72% Reduce -22.3% 24,353 $1.0M
Covestor Ltd 0.65% Add +21.7% 24,337 $1.0M
Redwood Investments, LLC 0.30% Add +4.2% 24,320 $1.0M
WMS Partners, LLC 0.07% Add +1.3% 24,296 $1.0M
Private Capital Management LLC 0.22% Add +20.4% 24,205 $1.0M
WCG Wealth Advisors LLC 0.08% Add +1.0% 24,132 $1.0M
Braun-Bostich & Associates Inc. 0.84% Add +28.7% 24,121 $1.0M
Peak Financial Management, Inc. 0.32% Reduce -6.6% 24,049 $1.0M
Koshinski Asset Management, Inc. 0.10% Add +180.3% 23,708 $990K
Independent Financial Group, LLC 0.05% Reduce -2.4% 23,654 $988K
New Harbor Financial Group, LLC 0.37% Reduce -3.6% 23,576 $985K
Eukles Asset Management 0.43% Add +4.9% 23,528 $983K
Davidson Trust Co. 0.57% Add +6.2% 23,495 $981K
Liberty Capital Management, Inc. 0.24% Reduce -22.1% 23,459 $980K
Signet Financial Management, LLC 0.13% Reduce -1.4% 23,455 $980K
Maripau Wealth Management LLC 0.73% Add +0.5% 23,184 $968K
Afg Fiduciary Services Limited Partnership 0.72% Reduce -0.4% 22,635 $968K
First National Bank & Trust Co. of Newtown 0.20% No change 23,161 $967K
Allen Capital Group, LLC 0.14% Add +0.9% 23,155 $967K
Novak & Powell Financial Services, Inc. 0.72% Add +0.0% 33,622 $967K
LifeGuide Financial Advisors, LLC 0.49% Add +14.8% 23,127 $966K
ESL Trust Services, LLC 0.25% Add +14.7% 23,032 $962K
Country Club Bank 0.07% Reduce -0.0% 22,993 $960K
Narus Financial Partners, LLC 0.41% Reduce -13.7% 22,990 $960K
Nomura Asset Management Co. Ltd. 0.00% Add +420.4% 22,900 $957K
Roberts Glore & Co. Inc. 0.29% Reduce -6.4% 22,824 $953K
Diversified Portfolios, Inc. 0.13% Add +1.1% 22,806 $953K
Daymark Wealth Partners, LLC 0.05% Add +25.0% 22,786 $952K
First National Corp. /Ma/ 0.23% No change 23,100 $949K
Tufton Capital Management 0.19% Reduce -1.1% 22,609 $944K
First American Trust, FSB 0.10% Add +221.6% 22,556 $942K
ICA Group Wealth Management, LLC 0.19% Add +6.2% 22,458 $938K
Oak Family Advisors, LLC 0.36% Add +5.0% 22,168 $926K
Matthew Goff Investment Advisor, LLC 0.19% Reduce -1.0% 22,065 $922K
Plum Street Advisors, LLC 0.46% Add +73.0% 19,184 $918K
Rainey & Randall Wealth Advisors Inc. 0.21% Add +1.0% 21,898 $915K
FC Advisory LLC 0.34% Add +4.8% 21,895 $915K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 21,717 $907K
Meridian Investment Counsel Inc. 0.30% No change 21,675 $905K
Aspen Investment Management Inc 0.46% Add +2.4% 21,552 $900K
OneAscent Financial Services LLC 0.10% Add +9.3% 21,428 $895K
Webster Bank, N. A. 0.10% Reduce -24.6% 21,407 $894K
Strategic Financial Concepts, LLC 0.21% New 21,335 $891K
Ausdal Financial Partners, Inc. 0.10% Reduce -4.3% 21,208 $886K
CANADA LIFE ASSURANCE Co 0.00% Add +2.9% 21,076 $884K
Ifrah Financial Services, Inc. 0.24% Add +5.7% 20,848 $871K
Tudor Investment Corporation 0.01% Reduce -30.5% 20,768 $867K
Catalyst Private Wealth, LLC 0.45% Add +23.1% 20,735 $866K
Red Door Wealth Management, LLC 0.17% Add +4.2% 20,721 $866K
Financial Life Advisors 0.36% Add +27.5% 20,652 $863K
Bragg Financial Advisors, Inc 0.04% Add +4.3% 20,578 $860K
Edge Financial Advisors LLC 0.76% — 20,569 $859K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -0.7% 20,564 $859K
Summit Global Investments 0.06% New 20,552 $858K
Palisade Asset Management, LLC 0.08% Reduce -2.0% 20,378 $851K
Evergreen Wealth Management, LLC 0.57% No change 20,336 $849K
Arbor Wealth Advisors LLC 0.80% Add +0.0% 20,314 $849K
Catalyst Financial Partners LLC 0.22% Reduce -7.5% 20,666 $845K
Debussy Capital Management LP 0.25% Add +0.1% 19,368 $842K
Gladstone Institutional Advisory LLC 0.05% Reduce -10.7% 20,123 $841K
Studio Investment Management LLC 0.20% Add +63.3% 20,121 $840K
One Wealth Advisors, LLC 0.15% Add +71.0% 20,092 $839K
Gradient Capital Advisors, LLC 0.31% Reduce -8.6% 20,047 $837K
PBMares Wealth Management LLC 0.22% Add +98.7% 20,031 $837K
Visionary Wealth Advisors 0.06% Add +216.5% 20,029 $837K
Clear Harbor Asset Management, LLC 0.07% Reduce -5.9% 19,991 $835K
Swmg, LLC 0.37% Add +21.6% 19,813 $828K
Berkeley Capital Partners, LLC 0.25% Reduce -0.5% 19,771 $826K
Snowden Capital Advisors LLC 0.03% Add +4.3% 19,732 $824K
Conrad Siegel Investment Advisors, Inc. 0.24% Reduce -4.8% 19,717 $824K
StoneX Group Inc. 0.07% Reduce -9.5% 19,710 $823K
MMBG Investment Advisors Co. 0.09% No change 19,692 $823K
Obsidian Personal Planning Solutions LLC 0.54% Reduce -0.9% 19,411 $819K
Hartline Investment Corp./ 0.14% New 19,511 $815K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -24.8% 19,511 $815K
Prostatis Group LLC 0.31% New 19,479 $814K
Per Stirling Capital Management, LLC. 0.14% Add +3.6% 19,478 $814K
Archvest Wealth Advisors, Inc. 0.57% Reduce -0.5% 19,321 $810K
DF Dent & Co. Inc. 0.01% No change 19,381 $810K
Integrated Investment Consultants, LLC 0.22% Reduce -22.3% 19,375 $809K
Interchange Capital Partners, LLC 0.55% Add +14.7% 19,156 $809K
Unionview, LLC 0.66% Reduce -0.3% 19,223 $803K
Bank of Marin 0.71% Reduce -10.0% 19,183 $801K
Rf&l Wealth Management, LLC 0.62% Reduce -0.2% 19,181 $801K
Synergy Financial Group, LTD 0.90% Add +127.0% 19,169 $801K
Shakespeare Wealth Management, LLC 0.23% Reduce -3.6% 19,149 $800K
Eagle Strategies LLC 0.18% New 19,108 $798K
Prosperity Consulting Group, LLC 0.10% Reduce -38.1% 19,106 $798K
Perritt Capital Management Inc 0.43% Reduce -86.7% 19,093 $798K
Crestwood Advisors Group, LLC 0.02% Reduce -1.6% 19,075 $797K
Rockwood Wealth Management, LLC 0.10% Add +0.4% 19,059 $796K
First Financial Corp. 0.40% Add +4.3% 19,017 $794K
Long Road Investment Counsel, LLC 0.33% Add +1.1% 18,980 $793K
Virtue Capital Management, LLC 0.14% Reduce -2.7% 18,992 $792K
Parkside Investments, LLC 0.13% Reduce -16.1% 18,926 $791K
Glass Jacobson Investment Advisors llc 0.30% Reduce -8.7% 18,925 $790K
Tilson Financial Group, Inc. 0.42% Reduce -6.1% 18,913 $790K
Kiley Juergens Wealth Management, LLC 0.24% Reduce -5.3% 18,900 $789K
Holderness Investments Co. 0.19% Reduce -2.2% 18,831 $787K
InterOcean Capital Group, LLC 0.02% Reduce -10.5% 18,748 $783K
Stonebridge Financial Planning Group, LLC 0.41% Add +20.0% 18,726 $782K
Aquire Wealth Advisors, LLC 0.27% Reduce -0.2% 18,708 $781K
Qube Research & Technologies Ltd 0.00% Add +578.7% 18,657 $779K
Community Financial Services Group, LLC 0.18% — 18,625 $778K
BOS Asset Management, LLC 0.41% Reduce -4.6% 18,547 $775K
Barrett & Company, Inc. 0.36% Add +0.5% 18,395 $768K
River Wealth Advisors LLC 0.11% Reduce -9.3% 18,394 $768K
Twin Lakes Capital Management, LLC 0.52% Add +0.1% 18,341 $766K
Orrstown Financial Services Inc. 0.43% New 18,281 $764K
Sharp Wealth Advisory, LLC 0.71% Add +11.7% 18,196 $760K
Essex LLC 0.17% Reduce -3.0% 18,193 $760K
Ascent Wealth Partners, LLC 0.11% Reduce -3.7% 18,061 $754K
Rehmann Capital Advisory Group 0.06% Reduce -7.0% 18,007 $752K
Washington Trust Advisors, Inc. 0.07% Reduce -4.6% 17,927 $749K
Zions Bancorporation, N.A. 0.06% Reduce -96.9% 17,880 $747K
Moors & Cabot, Inc. 0.04% Add +39.9% 17,858 $746K
Provida Pension Fund Administrator 0.02% No change 17,784 $743K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -4.0% 17,782 $743K
NWF Advisory Services Inc. 0.12% Add +0.5% 17,775 $742K
Global Wealth Management Investment Advisory, Inc. 0.18% Reduce -10.0% 17,716 $740K
Invesco Ltd. 0.00% Add +7.8% 17,691 $739K
IHT Wealth Management, LLC 0.03% Reduce -2.5% 17,654 $737K
Richardson Financial Services Inc. 0.52% New 17,596 $736K
Icon Wealth Advisors, LLC 0.07% Add +13.1% 17,574 $734K
IFG Advisory, LLC 0.05% Add +11.8% 17,512 $731K
Cynosure Group, LLC 0.13% Add +32.4% 17,483 $730K
Patten & Patten Inc. 0.05% Reduce -4.0% 17,399 $727K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -14.3% 17,394 $727K
Hutchens & Kramer Investment Management Group, LLC 0.43% Add +43.8% 17,296 $725K
Morling Financial Advisors, LLC 0.41% Reduce -3.5% 17,243 $720K
Goelzer Investment Management, Inc. 0.04% Add +2.1% 17,208 $719K
Westwood Holdings Group Inc. 0.01% Reduce -0.7% 17,163 $717K
Mustard Seed Financial, LLC 0.72% Reduce -2.6% 17,160 $717K
Activest Wealth Management 0.34% Reduce -10.4% 17,135 $716K
Collective Family Office LLC 0.23% Add +2.2% 17,051 $712K
Asset Dedication, LLC 0.05% Add +7.7% 16,875 $706K
Rockport Wealth LLC 0.46% — 16,582 $695K
Peak Asset Management, LLC 0.14% Reduce -84.9% 16,628 $695K
Texas Capital Bank Wealth Management Services Inc 0.08% Reduce -0.5% 16,619 $694K
LifePlan Investment Advisors, Inc. 0.55% Add +146.7% 16,613 $694K
DecisionPoint Financial, LLC 0.28% Reduce -5.7% 16,377 $693K
Waypoint Wealth Partners Inc. 0.20% Reduce -4.9% 16,589 $693K
WASHINGTON TRUST Co 0.03% Reduce -2.4% 16,586 $693K
Cozad Asset Management Inc. 0.07% Add +0.6% 16,581 $693K
Prosperity Planning, Inc. 0.34% Add +0.2% 16,569 $692K
Cora Capital Advisors LLC 0.37% Reduce -0.4% 16,546 $691K
Essex Financial Services, Inc. 0.06% Reduce -12.8% 16,507 $690K
Kovack Advisors, Inc. 0.08% Reduce -41.0% 16,490 $689K
Sax Wealth Advisors, LLC 0.08% Reduce -26.6% 16,461 $688K
Root Financial Partners, LLC 0.20% Reduce -7.4% 16,459 $687K
Stordahl Capital Management, Inc. 0.17% Reduce -7.6% 16,426 $686K
RDA Financial Network 0.23% Reduce -0.1% 16,289 $680K
Boston Family Office LLC 0.05% Reduce -44.9% 16,239 $678K
Legacy Bridge, LLC 0.40% Reduce -0.5% 16,202 $677K
Westmount Partners, LLC 0.24% Add +2.4% 16,192 $676K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.9% 16,138 $674K
Boston Research & Management Inc. 0.17% Reduce -3.3% 16,147 $674K
Orgel Wealth Management, LLC 0.02% Reduce -3.5% 16,087 $672K
Moneco Advisors, LLC 0.11% Reduce -12.7% 16,069 $671K
NorthStar Asset Management LLC 0.51% Reduce -3.5% 16,065 $671K
Emergent Wealth Advisors, LLC 0.58% New 16,015 $669K
Baldwin Wealth Partners LLC 0.05% No change 15,999 $668K
Montecito Bank & Trust 0.13% Add +1.9% 15,915 $665K
Lion Street Advisors, LLC 0.27% No change 16,171 $665K
Omnia Family Wealth, LLC 0.31% Reduce -15.0% 15,879 $663K
Keudell/Morrison Wealth Management 0.20% Add +29.8% 15,871 $663K
Lam Group, Inc. 0.54% Reduce -0.0% 15,855 $662K
Global Assets Advisory, LLC 0.40% New 15,699 $658K
Aua Capital Management, LLC 0.38% Add +71.8% 15,733 $657K
Certuity, LLC 0.06% Reduce -11.9% 15,704 $656K
InTrack Investment Management Inc 0.49% Reduce -37.5% 15,694 $656K
Relyea Zuckerberg Hanson LLC 0.11% Reduce -58.5% 15,562 $650K
Adero Partners, LLC 0.05% Reduce -3.2% 15,526 $649K
Roof Eidam Maycock Peralta, LLC 0.18% Reduce -20.2% 15,525 $648K
Advisors Capital Management, LLC 0.01% Reduce -11.0% 15,511 $648K
Nicolet Advisory Services, LLC 0.07% Reduce -13.3% 15,148 $648K
Marshall Financial Group Inc. 0.21% Reduce -2.6% 15,492 $647K
Balanced Rock Investment Advisors LLC 0.55% Reduce -0.7% 15,476 $646K
Brown Wealth Management, LLC 0.27% Reduce -15.0% 15,454 $646K
Cannon Financial Strategists, Inc. 0.13% Reduce -1.3% 15,411 $644K
Cape Ann Savings Bank 0.40% Reduce -4.8% 15,396 $643K
Bridgewater Advisors Inc. 0.10% Reduce -6.0% 15,371 $642K
Sapient Capital LLC 0.01% Add +9.9% 15,358 $641K
Freedom Investment Management, Inc. 0.05% Reduce -5.7% 15,296 $639K
My Personal CFO, LLC 0.37% Reduce -20.7% 15,268 $638K
Jackson Creek Investment Advisors LLC 0.23% Reduce -26.1% 15,251 $637K
Level Four Advisory Services, LLC 0.03% No change 15,332 $630K
Cohen Capital Management, Inc. 0.11% Reduce -2.5% 15,051 $629K
Insigneo Advisory Services, LLC 0.07% Reduce -10.4% 15,034 $628K
Missouri Trust & Investment Co 0.24% Reduce -2.3% 14,998 $626K
Optimum Investment Advisors 0.29% Add +7.2% 14,945 $624K
Warwick Investment Management, Inc. 0.15% New 14,903 $622K
Quantum Financial Advisors, LLC 0.11% No change 14,844 $620K
Saranac Partners Ltd 0.38% Add +10.4% 14,835 $620K
ARK & TLK Investments, LLC 0.24% Add +1.8% 14,800 $618K
Marshall Financial Group, LLC 0.18% Reduce -15.4% 14,700 $614K
Seven Mile Advisory 0.46% Add +0.0% 14,670 $613K
Clifford Swan Investment Counsel LLC 0.02% Add +17.5% 14,653 $612K
Swisher Financial Concepts, Inc. 0.53% Reduce -73.6% 14,439 $612K
Key Financial Inc 0.15% Reduce -11.0% 14,536 $607K
Weik Capital Management 0.26% Reduce -0.0% 14,520 $607K
Aaron Wealth Advisors LLC 0.09% Reduce -10.6% 14,504 $606K
Sightline Wealth Advisors, LLC 0.40% Add +22.4% 14,461 $604K
Realta Investment Advisors 0.12% Add +14.9% 14,435 $603K
CX Institutional 0.03% Add +1.3% 14,370 $600K
Meredith Wealth Planning 0.33% Reduce -8.9% 14,341 $599K
Radnor Capital Management, LLC 0.10% Add +0.4% 14,285 $597K
BCS Wealth Management 0.19% Add +0.7% 14,278 $596K
WP Advisors, LLC 0.20% Reduce -30.4% 14,229 $594K
NorthCrest Asset Manangement, LLC 0.02% Add +117.4% 14,153 $591K
Park Place Capital Corp 0.21% Add +9.4% 14,080 $588K
American Financial & Tax Strategies Inc. 0.32% Reduce -7.7% 14,070 $588K
HTG Investment Advisors, Inc. 0.34% Reduce -1.7% 14,046 $587K
MA Private Wealth 0.12% Reduce -48.0% 14,021 $586K
Titleist Asset Management, LLC 0.10% Add +13.6% 13,991 $584K
Burt Wealth Advisors 0.15% Add +56.9% 13,978 $584K
Kraft Asset Management, LLC 0.47% Reduce -3.2% 13,908 $581K
Trek Financial, LLC 0.05% Reduce -21.6% 13,899 $581K
FineMark National Bank & Trust 0.02% Reduce -21.4% 13,897 $580K
BBR Partners, LLC 0.05% Add +173.5% 13,895 $580K
F&V Capital Management, LLC 0.17% No change 13,885 $580K
James Hambro & Partners LLP 0.03% Add +7.5% 13,850 $579K
Warren Street Wealth Advisors, LLC 0.29% Reduce -2.6% 13,797 $576K
Hilltop Holdings Inc. 0.06% Add +27.6% 13,791 $576K
Black Cypress Capital Management, LLC 0.54% — 13,789 $576K
Strategic Advisors LLC 0.11% Reduce -2.0% 13,712 $573K
Columbia Asset Management 0.12% No change 13,926 $572K
Horizons Wealth Management 0.37% No change 13,876 $570K
SignalPoint Asset Management, LLC 0.16% New 13,581 $567K
Glen Eagle Advisors, LLC 0.11% Reduce -0.4% 13,570 $567K
White Pine Capital LLC 0.22% Reduce -10.8% 13,416 $566K
Harbour Capital Advisors, LLC 0.14% No change 13,419 $565K
Wealth Architects, LLC 0.07% Reduce -2.6% 13,513 $564K
Sonoma Private Wealth LLC 0.91% New 13,507 $564K
Sterling Investment Advisors, Ltd. 0.16% Add +8.1% 13,442 $561K
Keystone Financial Group 0.08% Reduce -1.9% 13,353 $558K
Sharper & Granite LLC 0.27% Reduce -2.7% 13,233 $557K
Secure Asset Management, LLC 0.13% Add +15.4% 13,328 $557K
Emerald Advisors, LLC 0.10% Add +5.0% 13,268 $554K
NorthLanding Financial Partners, LLC 0.60% Reduce -0.3% 13,179 $550K
Total Wealth Planning, LLC 0.09% Reduce -18.4% 13,165 $550K
Voya Financial Advisors, Inc. 0.06% Add +35.1% 13,200 $550K
TFB Advisors LLC 0.20% Add +68.8% 13,012 $549K
WealthShield Partners, LLC 0.09% Reduce -5.6% 13,038 $545K
Etesian Wealth Advisors, Inc. 0.31% Reduce -7.5% 13,028 $544K
Capital Management Associates, Inc 0.40% Reduce -3.6% 12,968 $542K
True Wealth Design, LLC 0.13% Add +1.3% 12,886 $538K
High Net Worth Advisory Group LLC 0.17% Add +5.9% 12,805 $535K
Schwartz Investment Counsel Inc. 0.02% Add +0.1% 12,722 $531K
New Republic Capital, LLC 0.34% Reduce -4.7% 12,717 $531K
Fragasso Financial Advisors Inc 0.04% Add +13.3% 12,707 $531K
Kaizen Financial Strategies 0.36% Add +3.0% 12,680 $530K
Alliance Wealth Advisors, LLC 0.33% Reduce -30.9% 12,664 $529K
Opinicus Capital, Inc. 0.47% Reduce -9.3% 12,649 $528K
Lakeridge Wealth Management LLC 0.34% Reduce -18.2% 12,588 $526K
Alpha Omega Wealth Management LLC 0.10% Reduce -11.2% 12,548 $524K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -38.0% 12,546 $524K
Ironwood Investment Counsel, LLC 0.09% Reduce -22.9% 12,526 $523K
Flputnam Investment Management Co. 0.01% Reduce -42.5% 12,511 $523K
Accretive Wealth Partners, LLC 0.23% Add +0.8% 11,926 $520K
Halbert Hargrove Global Advisors, LLC 0.03% Add +10.5% 12,417 $519K
CGC Financial Services, LLC 0.27% Add +5.8% 12,391 $518K
Geller Advisors LLC 0.04% Add +8.0% 12,362 $516K
City Center Advisors, LLC 0.61% — 12,312 $514K
Bedel Financial Consulting, Inc. 0.08% Reduce -0.1% 12,286 $513K
Squire Investment Management Company, LLC 0.32% Add +1.8% 12,269 $512K
Monograph Wealth Advisors, LLC 0.07% Add +28.3% 12,226 $511K
Peirce Capital Management, LLC 0.28% No change 12,205 $510K
Austin Asset Management Co Inc 0.11% Reduce -2.0% 12,149 $507K
Capital Group Private Client Services, Inc. 0.01% Reduce -3.6% 12,093 $505K
Jefferies Financial Group Inc. 0.01% No change 12,090 $505K
Morton Capital Management LLC 0.14% Reduce -5.2% 12,076 $504K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -6.2% 12,062 $504K
Graypoint LLC 0.04% Reduce -25.1% 12,012 $502K
Psagot Value Holdings Ltd. / (Israel) 4.53% Reduce -2.0% 11,933 $498K
SC&H Financial Advisors, Inc. 0.13% Reduce -6.0% 11,900 $497K
EPIQ Capital Group, LLC 0.20% Add +0.0% 11,896 $497K
Oarsman Capital, Inc. 0.12% Reduce -27.9% 11,838 $494K
Forthright Family Wealth Advisory LLC 0.33% Add +17.2% 11,814 $493K
TFG Advisers LLC 0.19% Reduce -9.0% 11,781 $492K
Next Capital Management LLC 0.20% No change 11,768 $492K
Banque Pictet & Cie SA 0.01% No change 11,760 $491K
Founders Financial Securities LLC 0.05% Reduce -0.2% 11,712 $489K
Heritage Financial Services, LLC 0.07% Reduce -61.0% 11,703 $489K
RCS Financial Planning, LLC 0.30% Reduce -16.0% 11,695 $489K
Beaird Harris Wealth Management, LLC 0.05% Reduce -12.5% 11,586 $484K
Cohen Investment Advisors LLC 0.31% Add +8.1% 11,581 $484K
Smith Anglin Financial, LLC 0.05% Reduce -31.4% 11,552 $483K
Firestone Capital Management 0.13% Reduce -4.5% 11,546 $482K
New York Life Investment Management LLC 0.00% New 11,542 $482K
FAS Wealth Partners, Inc. 0.04% Add +22.9% 11,531 $482K
Strategic Financial Services, Inc. 0.03% Add +7.0% 11,500 $480K
Jacobi Capital Management LLC 0.04% Reduce -47.9% 11,449 $478K
MSH Capital Advisors LLC 0.17% Reduce -20.8% 11,385 $476K
Liberty Wealth Management LLC 0.09% Add +3034.0% 11,251 $474K
Petra Financial Advisors Inc. 0.35% No change 11,515 $474K
Operose Advisors LLC 0.16% Add +502.3% 11,336 $473K
Schechter Investment Advisors, LLC 0.04% New 11,325 $473K
MBA Advisors LLC 0.24% Reduce -14.7% 11,304 $472K
Rothschild Capital Partners, LLC 0.14% Reduce -29.8% 11,263 $470K
Nicolet Bankshares Inc. 0.10% Add +5.4% 11,221 $469K
Personal Cfo Solutions, LLC 0.07% Reduce -9.2% 11,219 $469K
Beacon Financial Group 0.05% Reduce -3.4% 11,174 $467K
Gateway Wealth Partners, LLC 0.17% Add +93.9% 11,171 $467K
Affinity Capital Advisors, LLC 0.10% Reduce -33.9% 11,164 $466K
Curi Capital, LLC 0.01% Reduce -0.7% 11,130 $465K
Tradition Wealth Management, LLC 0.05% Reduce -5.2% 11,123 $465K
QRG Capital Management, Inc. 0.01% Reduce -4.5% 11,123 $465K
Steward Partners Investment Solutions, LLC 0.08% New 11,119 $464K
Dimension Capital Management LLC 0.09% No change 11,115 $464K
Mechanics Bank Trust Department 0.07% Reduce -58.2% 11,112 $464K
Optimist Retirement Group LLC 0.24% Add +8.8% 11,071 $462K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -85.8% 11,064 $462K
Wescott Financial Advisory Group, LLC 0.06% Add +28.9% 10,999 $459K
Arista Wealth Management, LLC 0.35% New 10,991 $459K
Romano Brothers and Company 0.06% Add +2.8% 10,965 $458K
Boltwood Capital Management 0.14% Reduce -8.4% 10,935 $457K
WealthCollab, LLC 0.34% Reduce -2.4% 10,909 $456K
Trustco Bank Corp. N Y 0.47% Reduce -5.0% 10,903 $455K
L & S Advisors Inc 0.06% Reduce -2.4% 10,892 $455K
AQR Capital Management 0.00% Add +47.1% 10,870 $454K
Sage Capital Advisors,llc 0.13% Reduce -0.0% 10,863 $454K
Probity Advisors, Inc. 0.09% Reduce -7.9% 10,816 $452K
Vantage Financial Partners Ltd., Inc. 0.12% Reduce -60.5% 10,805 $451K
Western Wealth Management, LLC 0.04% Reduce -55.3% 10,794 $451K
Greenfield Savings Bank 0.24% Add +5.0% 10,774 $450K
Anson Capital, Inc. 0.65% Add +2.1% 10,769 $450K
Avaii Wealth Management, LLC 0.26% Add +1.2% 10,764 $450K
Buckingham Capital Management, Inc. 0.05% Reduce -4.1% 10,669 $446K
Wealthstream Advisors, Inc. 0.17% Add +0.1% 10,581 $442K
Hikari Tsushin, Inc. 0.04% New 10,579 $442K
Live Oak Private Wealth LLC 0.08% Reduce -0.0% 10,555 $441K
Fortis Advisors, LLC 0.29% Add +0.1% 10,540 $440K
Wealthquest Corp 0.05% Reduce -22.8% 10,517 $439K
Gryphon Financial Partners LLC 0.07% Add +52.1% 10,507 $439K
Willow Creek Wealth Management Inc. 0.05% Add +33.4% 10,501 $439K
LVM Capital Management Ltd. 0.05% Reduce -0.7% 10,450 $437K
Madden Advisory Services, Inc. 0.23% Add +3.6% 10,460 $437K
Front Row Advisors LLC 0.16% Add +75.3% 10,424 $435K
Cassady Schiller Wealth Management, LLC 0.19% Reduce -33.9% 10,334 $432K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -1.0% 10,323 $431K
Riverview Capital Advisers, LLC 0.15% Reduce -19.3% 10,314 $431K
American Institute for Advanced Investment Management, LLP 0.34% Reduce -44.6% 10,285 $430K
Rogco, LP 0.17% Reduce -92.7% 10,237 $428K
Legacy Wealth Asset Management, LLC 0.12% Add +0.1% 10,235 $428K
LCM Capital Management Inc 0.28% Reduce -0.0% 10,235 $428K
Montag A & Associates Inc. 0.02% Add +2.6% 10,166 $425K
Stevens Capital Partners 0.25% Reduce -2.3% 10,124 $423K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $423K
MeadowBrook Investment Advisors LLC 0.40% Add +1.0% 10,083 $421K
Private Wealth Management Group, LLC 0.19% Reduce -0.2% 10,079 $421K
Sterling Financial Planning, Inc. 0.17% Add +0.0% 10,032 $419K
Bromfield Sneider Wealth Advisors 0.26% Add +0.1% 10,022 $419K
Spinnaker Trust 0.03% Add +4.8% 10,004 $418K
Savvy Advisors, Inc. 0.24% Reduce -0.3% 9,990 $417K
Tiemann Investment Advisors, LLC 0.19% Add +0.5% 9,951 $416K
Cordgrass Capital Advisors, LLC 0.13% Reduce -13.9% 9,942 $415K
TCI Wealth Advisors, Inc. 0.04% Add +0.6% 9,915 $414K
EPG Wealth Management LLC 0.10% Reduce -4.1% 9,885 $413K
Aspire Wealth Management Corp 0.25% Add +22.5% 9,880 $413K
Harmony Asset Management LLC 0.17% New 9,862 $412K
Buckhead Capital Management LLC 0.14% Reduce -0.5% 9,819 $410K
Silver Oak Advisory Group, Inc. 0.23% Add +5.3% 9,806 $410K
Syverson Strege & Co 0.15% Reduce -9.2% 9,815 $410K
ETF Store, Inc. 0.23% Add +0.0% 9,789 $409K
Kelly Financial Services LLC 0.16% Reduce -6.2% 9,788 $409K
Zacks Investment Management 0.00% Add +7.3% 9,788 $409K
Modern Wealth Management, LLC 0.04% Add +29.8% 9,685 $405K
Objective Capital Management, LLC 0.27% Reduce -23.8% 9,644 $403K
Beese Fulmer Investment Management, Inc. 0.04% Add +16.6% 9,634 $402K
Smith Salley Wealth Management 0.03% Reduce -19.9% 9,627 $402K
Chesley Taft & Associates LLC 0.02% Reduce -8.6% 9,526 $398K
Pictet Asset Management Holding SA 0.00% No change 9,500 $397K
M3 Advisory Group, LLC 0.36% Add +2.5% 9,496 $397K
Guyasuta Investment Advisors Inc. 0.03% No change 9,635 $396K
Baker Ellis Asset Management LLC 0.06% Reduce -2.9% 9,407 $393K
Clearstead Trust, LLC 0.10% Reduce -51.0% 9,376 $392K
Pioneer Wealth Management Group 0.22% Reduce -2.3% 9,346 $390K
Legacy Financial Group LLC 0.08% New 9,312 $389K
Lincoln Capital LLC 0.09% Add +3.0% 9,295 $388K
Colorado Capital Management, Inc. 0.22% Reduce -4.1% 9,301 $388K
Schorn Wealth LLC 0.15% Add +82.9% 9,286 $388K
Gries Financial LLC 0.06% Add +16.3% 9,279 $388K
Sawgrass Asset Management LLC 0.04% No change 9,267 $387K
Hibernia Wealth Partners, LLC 0.26% Add +1.6% 9,181 $383K
Ballentine Capital Advisors, Inc 0.21% Add +4.2% 9,076 $381K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Add +80.6% 9,086 $380K
Invst, LLC 0.04% Add +9.8% 9,014 $378K
Obermeyer Wealth Partners 0.02% Reduce -1.8% 9,030 $377K
Sachetta, LLC 0.18% No change 9,159 $376K
DGS Capital Management, LLC 0.11% Add +17.5% 8,972 $375K
Tyche Wealth Partners LLC 0.09% Reduce -81.1% 8,962 $374K
Duncker Streett & Co. Inc. 0.07% Add +0.0% 8,958 $374K
Pettinga Financial Advisors LLC 0.10% Reduce -12.7% 8,953 $374K
Baldwin Investment Management, LLC 0.05% Add +40.0% 8,945 $374K
Thompson Siegel & Walmsley LLC 0.01% No change 8,927 $373K
Inscription Capital, LLC 0.06% Add +4.3% 8,910 $372K
Capital Investment Advisory Services, LLC 0.04% Reduce -27.9% 8,906 $372K
Clearwater Capital Advisors, LLC 0.04% No change 8,890 $371K
Kingswood Wealth Advisors, LLC 0.04% Add +56.7% 8,879 $371K
Absolute Capital Management, LLC 0.24% Add +16.9% 8,871 $371K
Councilmark Asset Management, LLC 0.27% — 8,840 $369K
Ackerman Capital Advisors, LLC 0.10% Add +8.0% 8,840 $369K
OmniStar Financial Group, Inc. 0.34% Reduce -33.9% 8,811 $368K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -5.9% 8,789 $367K
Ade, LLC 0.25% Reduce -0.7% 8,774 $367K
Marino, Stram & Associates LLC 0.09% Reduce -10.0% 8,633 $361K
CIC Wealth, LLC 0.10% Reduce -26.5% 8,623 $360K
Atlanta Consulting Group Advisors, LLC 0.12% — 8,511 $356K
McLean Asset Management Corp 0.12% No change 8,315 $355K
Darden Wealth Group Inc 0.28% Reduce -4.5% 8,505 $355K
Glassman Wealth Services 0.07% Add +0.3% 8,503 $355K
Klingenstein Fields & Co. LP 0.01% No change 8,498 $355K
Financial Perspectives, Inc 0.13% Reduce -1.4% 8,490 $355K
St. Clair Advisors, LLC 0.12% Add +0.1% 8,488 $355K
Revisor Wealth Management LLC 0.16% Add +26.3% 8,523 $353K
Hill Island Financial LLC 0.12% Reduce -28.4% 8,425 $352K
Neumann Capital Management, LLC 0.13% New 8,400 $351K
Maryland Capital Advisors Inc. 0.22% Add +1.6% 8,388 $350K
KG Capital Management 0.14% Add +3.5% 8,371 $350K
McDaniel Terry & Co. 0.03% New 8,364 $349K
Fee-Only Financial Planning, L.C. 0.23% No change 8,310 $347K
Beam Wealth Advisors, Inc. 0.21% Add +10.0% 8,285 $346K
Fortis Capital Advisors, LLC 0.14% Add +5.0% 8,206 $343K
Ariel Investments 0.00% New 8,193 $342K
Carnegie Investment Counsel 0.01% Reduce -30.7% 8,189 $342K
Coastwise Capital Group, LLC 0.32% Add +0.0% 8,162 $341K
Cambridge Financial Group, LLC 0.16% Add +0.1% 8,156 $341K
J. W. Coons Advisors, LLC 0.06% No change 8,088 $338K
Security National Bank of So Dak 0.20% Add +40.1% 8,061 $337K
L.M. Kohn & Company 0.09% Add +3.3% 8,054 $336K
Advisory Alpha, LLC 0.01% Reduce -44.8% 8,053 $336K
Melfa Wealth Management, Inc. 0.24% Add +61.9% 8,053 $336K
Mma Asset Management LLC 0.16% Add +6.7% 7,773 $336K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.14% Reduce -47.3% 8,022 $335K
First Pacific Financial 0.09% Reduce -42.8% 8,014 $335K
Tower Research Capital LLC (TRC) 0.01% Add +2113.3% 8,012 $335K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Reduce -5.8% 7,661 $334K
JTC Employer Solutions Trustee Ltd 0.02% No change 8,020 $334K
Integral Investment Advisors, Inc. 0.14% New 7,996 $333K
Independent Wealth Network Inc. 0.16% Add +24.0% 7,957 $332K
Acorn Wealth Advisors, LLC 0.17% Reduce -2.1% 7,938 $332K
Sage Mountain Advisors LLC 0.03% Add +39.2% 7,867 $329K
IVC Wealth Advisors LLC 0.19% Add +3.5% 7,858 $328K
LaSalle St. Investment Advisors, LLC 0.18% Reduce -15.7% 7,916 $327K
Intergy Private Wealth, LLC 0.13% No change 7,818 $327K
Financial Alternatives, Inc 0.25% Add +5.9% 7,817 $326K
Hubbell Strickland Wealth Management, LLC 0.16% Reduce -2.1% 7,797 $326K
Jeppson Wealth Management, LLC 0.13% Reduce -15.0% 7,762 $324K
Archer Investment Corp 0.10% Add +11.6% 7,754 $324K
Providence First Trust Co 0.14% No change 7,749 $324K
SMH Capital Advisors Inc. 2.07% New 7,678 $321K
MPS Loria Financial Planners, LLC 0.11% Reduce -0.4% 7,651 $320K
Lunt Capital Management, Inc. 0.16% No change 7,639 $319K
First County Bank 0.16% Reduce -9.3% 7,627 $319K
Cadence Bank 0.02% Reduce -17.5% 7,626 $319K
Cannell & Spears LLC 0.01% No change 7,610 $318K
Accredited Investors Inc. 0.02% Add +2.9% 7,593 $317K
Coordinated Financial Services, Inc. 0.28% — 7,560 $316K
Ironwood Wealth Management, LLC. 0.10% Reduce -0.4% 7,495 $313K
Power Wealth Management LLC 0.20% Reduce -37.4% 7,483 $313K
Fortress Wealth Management, Inc. 0.16% Reduce -26.3% 7,465 $312K
Raleigh Capital Management Inc. 0.13% Reduce -2.8% 7,427 $310K
Cornerstone Advisory, LLC 0.04% Reduce -18.6% 7,338 $306K
Pinnacle Financial Group, LLC / IL 0.13% Reduce -10.5% 7,310 $305K
Accurate Wealth Management, LLC 0.09% Add +9.8% 7,450 $305K
Blue Barn Wealth, LLC 0.17% Add +1.1% 7,272 $304K
Biechele Royce Advisors 0.10% New 7,234 $303K
Apexium Financial, LP 0.02% Reduce -25.7% 7,242 $302K
Narwhal Capital Management 0.03% No change 7,190 $300K
Stratos Investment Management, LLC 0.03% Add +32.1% 7,141 $298K
First Foundation Advisors 0.01% Reduce -55.4% 7,136 $298K
ABLE Financial Group, LLC 0.12% Reduce -22.2% 7,117 $297K
Matisse Capital 0.14% Reduce -1.3% 7,100 $297K
Goldstein Advisors, LLC 0.05% Reduce -24.4% 7,089 $296K
Advisor OS, LLC 0.03% Add +10.6% 7,083 $296K
Sebold Capital Management, Inc. 0.20% No change 7,024 $293K
Pacific Financial Group Inc. 0.20% Add +3.6% 7,015 $293K
Paulson Wealth Management Inc. 0.09% Reduce -3.8% 7,007 $293K
Beaumont Financial Advisors, LLC 0.02% Reduce -36.6% 6,999 $292K
EnRich Financial Partners LLC 0.11% Add +1.9% 6,994 $292K
TFC Financial Management, Inc. 0.05% Reduce -0.3% 6,990 $292K
VeraBank, N.A. 0.09% Add +3.4% 6,963 $291K
Redhawk Wealth Advisors, Inc. 0.05% Add +1.8% 6,962 $291K
Insight Advisors, LLC/ PA 0.06% No change 6,949 $290K
Twin City Private Wealth, LLC 0.29% — 6,932 $290K
Wealth Group, Ltd. 0.22% — 6,930 $289K
Tenon Financial LLC 0.24% — 6,905 $288K
Chico Wealth RIA 0.27% Add +1.2% 6,903 $288K
LS Investment Advisors, LLC 0.05% Reduce -15.1% 6,902 $288K
Cutler Group LLC / CA 0.14% New 6,890 $287K
FDx Advisors, Inc. 0.04% Reduce -68.1% 6,876 $287K
Resources Management Corp. /CT/ 0.04% Reduce -10.7% 6,882 $287K
Coppell Advisory Solutions Corp. 0.05% — 6,870 $287K
Cooper Financial Group 0.05% Add +10.7% 6,868 $287K
Poplar Forest Capital LLC 0.04% Add +5.5% 6,864 $287K
Norwood Financial Corp 0.41% Add +2.2% 6,858 $286K
Aprio Wealth Management, LLC 0.06% Reduce -93.0% 6,837 $286K
Essential Planning, LLC. 0.14% Add +0.4% 6,939 $285K
Dearborn Partners LLC 0.01% New 6,799 $284K
Shorepoint Capital Partners LLC 0.07% Add +0.5% 6,793 $284K
Bellecapital International Ltd. 0.06% No change 6,781 $283K
Capital Insight Partners, LLC 0.05% Reduce -12.1% 6,757 $282K
Logan Capital Management Inc. 0.01% Add +1.6% 6,755 $282K
Cadence Wealth Management LLC 0.29% Add +20.1% 6,720 $281K
Perennial Investment Advisors, LLC 0.04% Add +6.8% 6,710 $280K
Laffer Tengler Investments, Inc. 0.09% New 6,684 $279K
Mascoma Wealth Management LLC 0.08% No change 6,680 $279K
Patton Albertson Miller Group, LLC 0.04% Reduce -7.7% 6,677 $279K
LVW Advisors, LLC 0.05% Reduce -72.5% 6,677 $279K
TrueWealth Advisors, LLC 0.11% Reduce -8.4% 6,657 $278K
State Street Corp. 0.00% Add +3.4% 6,639 $277K
Exchange Bank 0.23% Reduce -4.8% 6,638 $277K
RAM Investment Partners, LLC 0.09% Add +33.1% 6,624 $277K
Founders Financial Alliance, LLC 0.08% Reduce -27.4% 6,623 $277K
Quent Capital, LLC 0.03% Add +4.1% 6,614 $276K
Cardinal Point Capital Management ULC 0.05% Add +17.8% 6,612 $276K
Americana Partners, LLC 0.02% No change 6,600 $276K
ProVise Management Group, LLC 0.02% Reduce -1.1% 6,591 $275K
Bellwether Advisors, LLC 0.06% No change 6,555 $274K
Atlas Brown,Inc. 0.10% Add +17.2% 6,521 $272K
Diversified, LLC 0.04% Add +20.0% 6,512 $272K
Cidel Asset Management Inc. 0.02% No change 6,483 $271K
Sunbelt Securities, Inc. 0.03% Add +5.0% 6,477 $271K
Ocean Park Asset Management, LLC 0.01% No change 6,475 $270K
Kennicott Capital Management LLC 0.12% Add +0.0% 6,449 $269K
Horan Securities, Inc. 0.13% Reduce -11.1% 6,427 $268K
Capital Planning LLC 0.09% Add +21.9% 6,366 $266K
Evernest Financial Advisors, LLC 0.13% Reduce -33.1% 6,501 $266K
SeaCrest Wealth Management, LLC 0.03% Reduce -58.5% 6,357 $266K
Indiana Trust & Investment Management Co 0.11% No change 6,353 $265K
Trifecta Capital Advisors, LLC 0.06% No change 6,348 $265K
Curran Financial Partners, LLC 0.09% Reduce -7.5% 6,345 $265K
Blueprint Investment Partners LLC 0.05% New 6,328 $264K
JBR Co Financial Management Inc 0.21% Reduce -3.1% 6,317 $264K
JT Stratford LLC 0.05% Add +2.9% 6,310 $264K
CVA Family Office, LLC 0.05% Add +0.1% 6,297 $263K
McIlrath & Eck, LLC 0.04% Reduce -0.9% 6,291 $263K
Mystic Asset Management, Inc. 0.11% No change 6,275 $262K
Brown Financial Advisory 0.20% No change 6,267 $262K
Anchor Investment Management, LLC 0.03% Reduce -5.5% 6,267 $262K
MIdWestOne Financial Group, Inc. 0.05% No change 6,243 $261K
Financial Freedom, LLC 0.15% Add +0.0% 6,214 $260K
SWP Financial LLC 0.18% Reduce -3.2% 6,212 $259K
Montgomery Investment Management Inc. 0.10% Reduce -0.8% 6,200 $259K
True North Advisors, LLC 0.07% Reduce -42.3% 6,197 $259K
Confluence Wealth Services, Inc. 0.02% Reduce -0.5% 6,167 $258K
Lodestone Wealth Management LLC 0.14% Reduce -18.9% 6,163 $257K
Foster & Motley Inc. 0.02% Reduce -4.8% 6,163 $257K
Colton Groome Financial Advisors, LLC 0.10% Reduce -4.1% 6,141 $257K
Camelot Technology Advisors, Inc. 0.24% No change 6,141 $257K
Etfidea, LLC 0.09% Reduce -6.5% 6,139 $256K
Destiny Wealth Partners, LLC 0.05% Reduce -4.8% 6,133 $256K
LexAurum Advisors, LLC 0.06% Reduce -18.2% 6,099 $255K
Bond & Devick Financial Network, Inc. 0.14% No change 6,073 $254K
Vance Wealth, LLC 0.10% New 6,048 $253K
Old Port Advisors 0.08% Reduce -13.8% 6,043 $252K
Oldfather Financial Services, LLC 0.10% No change 6,034 $252K
Fidelity D & D Bancorp Inc. 0.19% New 6,015 $251K
Moloney Securities Asset Management, LLC 0.04% New 6,012 $251K
Imprint Wealth LLC 0.06% New 5,967 $250K
RKL Wealth Management LLC 0.02% Add +2.5% 5,988 $250K
Napa Wealth Management 0.13% Reduce -22.1% 5,979 $250K
Columbia Advisory Partners LLC 0.25% Reduce -11.8% 5,937 $248K
Grey Street Capital, LLC 0.03% Add +18.4% 5,931 $248K
Clarity Wealth Advisors, LLC 0.08% Add +3.0% 5,921 $247K
Biltmore Family Office, LLC 0.05% Reduce -14.4% 5,920 $247K
Latitude Advisors, LLC 0.15% Add +17.2% 5,875 $245K
LJI Wealth Management, LLC 0.06% New 5,873 $245K
Grandfield & Dodd, LLC 0.02% No change 5,868 $245K
USA Financial Formulas 0.04% Reduce -12.7% 5,861 $245K
Advance Capital Management, Inc. 0.02% New 5,825 $243K
Seed Wealth Management, Inc. 0.23% No change 5,790 $243K
Ruedi Wealth Management, Inc. 0.10% Add +2.2% 5,809 $243K
Kathleen S. Wright Associates Inc. 0.11% Reduce -0.0% 5,796 $242K
Tacita Capital Inc 0.17% Reduce -4.8% 5,778 $241K
Evergreen Private Wealth LLC 0.12% Add +7.9% 5,772 $241K
Investmark Advisory Group LLC 0.13% Add +5.8% 5,769 $241K
Richard W. Paul & Associates, LLC 0.10% Reduce -2.8% 5,759 $241K
Clayton Financial Group LLC 0.11% New 5,742 $240K
Caitlin John, LLC 0.18% Reduce -2.0% 5,736 $240K
Oakworth Capital, Inc. 0.02% Add +0.1% 5,715 $239K
Clear Creek Financial Management, LLC 0.03% Add +15.7% 5,711 $239K
YHB Investment Advisors, Inc. 0.02% Reduce -39.1% 5,710 $239K
My Legacy Advisors, LLC 0.08% Add +2.5% 5,637 $235K
Security National Bank of Sioux City Iowa 0.17% Reduce -75.0% 5,632 $235K
Jag Capital Management, LLC 0.03% Reduce -10.2% 5,626 $235K
Argent Advisors, Inc. 0.09% No change 5,621 $235K
Alexander Randolph Advisory, Inc. 0.20% No change 5,583 $233K
Good Life Advisors, LLC 0.02% Reduce -58.2% 5,573 $233K
Embree Financial Group 0.05% Add +12.5% 5,563 $232K
Maltin Wealth Management, Inc. 0.13% Add +12.2% 5,560 $232K
Fairman Group, LLC 0.22% Add +4.7% 5,554 $232K
Austin Wealth Management, LLC 0.06% Reduce -11.6% 5,224 $232K
Primoris Wealth Advisors, LLC 0.18% No change 5,502 $230K
Integris Wealth Management, LLC 0.06% No change 5,499 $230K
First Command Advisory Services, Inc. 0.00% Add +13.0% 5,499 $230K
Strategic Wealth Partners Group, LLC 0.03% Reduce -46.1% 5,496 $230K
Twelve Points Wealth Management LLC 0.08% Reduce -1.1% 5,483 $229K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $228K
Retirement Income Solutions, Inc. 0.05% Add +3.6% 5,425 $227K
Ardent Capital Management, Inc. 0.11% No change 5,385 $225K
Team Hewins, LLC 0.09% Add +1.3% 5,366 $224K
Sloy Dahl & Holst, LLC 0.05% Add +1.2% 5,365 $224K
Northstar Advisory Group, LLC 0.14% Add +0.4% 5,143 $223K
Colonial River Investments, LLC 0.13% Reduce -2.9% 5,317 $222K
Colonial Trust Co / SC 0.04% Reduce -0.2% 5,304 $222K
Cahill Wealth Management, LLC 0.13% Reduce -1.5% 5,295 $221K
Jmac Enterprises LLC 0.04% Reduce -0.3% 5,276 $220K
Forum Private Client Group LLC 0.10% New 5,192 $217K
Adirondack Trust Co. 0.09% No change 5,190 $217K
Birchbrook, Inc. 0.13% Add +0.0% 5,185 $217K
Centurion Wealth Management LLC 0.09% Reduce -19.6% 5,172 $216K
Concord Wealth Partners 0.04% Add +2163.2% 5,160 $216K
Transcendent Capital Group LLC 0.13% Add +2.1% 5,158 $215K
Villere St Denis J & Co. LLC 0.02% No change 5,153 $215K
Capital Advisors Wealth Management, LLC 0.04% Reduce -10.2% 5,151 $215K
Strategic Wealth Partners, Ltd. 0.02% Reduce -13.8% 5,130 $214K
Retirement Planning Co of New England, Inc. 0.12% Reduce -3.5% 5,124 $214K
Apeiron RIA LLC 0.06% New 5,111 $213K
Walter & Keenan Wealth Management LLC /in/ 0.07% Reduce -8.1% 5,111 $213K
Versant Capital Management, Inc 0.06% Add +332.9% 5,108 $213K
FirstPurpose Wealth LLC 0.08% New 5,045 $213K
Valley Forge Investment Consultants Inc. Adv 0.08% Reduce -19.3% 5,073 $212K
Clarity Financial LLC 0.03% New 5,067 $212K
First National Trust Co 0.01% Reduce -32.9% 5,067 $212K
Eagle Global Advisors LLC 0.01% Reduce -3.8% 5,056 $211K
Cook Wealth, LLC 0.13% Reduce -16.9% 4,883 $211K
Community Bank & Trust, Waco, Texas 0.05% No change 5,058 $211K
Pine Haven Investment Counsel, Inc 0.19% No change 5,048 $211K
Guidance Capital, Inc. 0.08% Reduce -26.6% 5,082 $210K
Fortitude Advisory Group L.L.C. 0.12% Reduce -3.8% 5,026 $210K
MBE Wealth Management, LLC 0.13% Reduce -1.5% 5,026 $210K
Ameliora Wealth Management Ltd. 0.09% New 5,000 $209K
Physician Wealth Advisors, Inc. 0.04% Reduce -21.1% 5,113 $209K
Fiduciary Family Office, LLC 0.08% Reduce -44.5% 4,982 $208K
Occidental Asset Management, LLC 0.04% Reduce -15.2% 4,966 $207K
Acorn Financial Advisory Services Inc. 0.04% New 4,947 $207K
AlphaQ Advisors LLC 0.12% No change 4,900 $205K
Dudley Capital Management, LLC 0.12% Reduce -16.6% 4,846 $203K
Franklin, Parlapiano, Turner & Welch, LLC 0.06% Reduce -10.5% 4,863 $203K
Peregrine Asset Advisers, Inc. 0.08% New 4,861 $203K
Wealth Advisors of Iowa, LLC 0.12% New 4,853 $203K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -2.6% 4,852 $203K
Wealthspan Partners, LLC 0.12% New 4,848 $203K
Formidable Asset Management, LLC 0.03% Reduce -6.5% 4,807 $201K
Burkett Financial Services, LLC 0.10% Add +0.1% 4,739 $198K
Perkins Coie Trust Co 0.05% No change 4,716 $197K
DB Fitzpatrick & Co, Inc 0.17% Reduce -1.3% 4,520 $189K
FinTrust Capital Advisors, LLC 0.04% Add +3.7% 4,489 $188K
Caldwell Trust Co 0.02% Reduce -47.6% 4,466 $187K
Cornerstone Planning Group LLC 0.06% Reduce -12.7% 4,248 $185K
Cape Investment Advisory, Inc. 0.09% Add +12.7% 4,423 $185K
Bell Investment Advisors, Inc 0.04% Reduce -0.6% 4,381 $183K
Salem Investment Counselors Inc. 0.01% Add +4.3% 4,270 $178K
Angeles Wealth Management, LLC 0.02% Reduce -5.3% 4,226 $177K
DT Investment Partners, LLC 0.02% Reduce -0.1% 4,140 $173K
Capital Advisors, Ltd. LLC 0.02% Add +8.1% 4,023 $168K
Rothschild Investment LLC 0.01% Add +39.8% 3,928 $164K
S.A. Mason LLC 0.09% Reduce -65.1% 3,703 $155K
Spotlight Asset Group, Inc. 0.11% No change 3,696 $154K
S&T Bank 0.03% No change 3,697 $154K
Empirical Asset Management, LLC 0.07% New 51,891 $149K
Impact Partnership Wealth, LLC 0.06% Reduce -26.2% 3,526 $147K
Knights of Columbus Asset Advisors LLC 0.01% Add +12.1% 3,517 $147K
Kiely Wealth Advisory Group, Inc. 0.08% No change 3,426 $146K
DHJJ Financial Advisors, Ltd. 0.06% No change 3,440 $144K
Pension & Wealth Management Advisors, Inc. 0.09% Reduce -10.1% 3,343 $140K
Atticus Wealth Management, LLC 0.04% Reduce -8.6% 3,279 $137K
CBIZ Investment Advisory Services, LLC 0.01% New 3,214 $134K
HHM Wealth Advisors, LLC 0.02% Reduce -2.1% 3,193 $133K
Sugarloaf Wealth Management, LLC 0.03% Reduce -55.7% 3,091 $129K
Caldwell Sutter Capital, Inc. 0.06% Add +5.2% 2,995 $125K
Independence Bank of Kentucky 0.04% Add +23.9% 2,982 $125K
VitalStone Financial, LLC 0.09% Reduce -54.8% 2,963 $124K
Ramirez Asset Management, Inc. 0.02% Reduce -8.5% 2,902 $121K
Pin Oak Investment Advisors Inc. 0.11% No change 2,818 $118K
Bogart Wealth, LLC 0.01% Add +134.9% 2,798 $117K
Hazlett, Burt & Watson, Inc. 0.07% Add +6.1% 2,755 $116K
CKW Financial Group 0.02% No change 2,756 $116K
GAMMA Investing LLC 0.02% New 2,777 $116K
Old Second National Bank of Aurora 0.03% Reduce -30.0% 2,718 $114K
Armstrong Advisory Group, Inc. 0.01% No change 2,742 $113K
LifeSteps Financial, Inc. 0.08% New 2,679 $112K
SouthState Bank Corp 0.01% Reduce -13.4% 2,641 $110K
Tucker Asset Management LLC 0.02% Add +6.4% 2,573 $107K
Pacifica Partners Inc. 0.05% Reduce -5.3% 2,575 $107K
Coston, McIsaac & Partners 0.03% No change 2,448 $102K
Provenance Wealth Advisors, LLC 0.01% No change 2,429 $101K
Register Financial Advisors LLC 0.05% Reduce -38.2% 2,324 $97K
Main Street Group, LTD 0.05% Add +0.1% 2,213 $93K
American National Bank & Trust 0.01% Add +17.7% 2,213 $92K
Pittenger & Anderson Inc. 0.00% Reduce -97.5% 2,197 $92K
BlackRock Inc. 0.00% Reduce -99.4% 2,176 $91K
1832 Asset Management L.P. 0.00% No change 2,160 $90K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -0.1% 2,141 $89K
Rakuten Securities, Inc. 0.04% New 2,113 $88K
IAG Wealth Partners, LLC 0.02% Add +14.7% 2,086 $87K
Harbor Investment Advisory, LLC 0.01% Add +19.1% 1,981 $83K
West Paces Advisors Inc. 0.02% No change 1,976 $83K
Dogwood Wealth Management LLC 0.05% Reduce -30.1% 1,887 $79K
Vermillion & White Wealth Management Group, LLC 0.06% New 1,885 $79K
Stephens Consulting, LLC 0.02% Reduce -1.2% 1,855 $77K
GoalVest Advisory LLC 0.03% New 1,844 $77K
Richardson Capital Management LLC 0.06% Reduce -54.0% 1,811 $76K
CNB Bank 0.04% Reduce -71.7% 1,800 $75K
Friedenthal Financial 0.05% Add +3.3% 1,792 $75K
TD Capital Management LLC 0.01% Reduce -48.8% 1,782 $74K
Cedar Wealth Management, LLC 0.02% No change 1,780 $74K
Jamison Private Wealth Management, Inc. 0.01% New 1,769 $74K
Gradient Investments LLC 0.00% Reduce -75.2% 1,768 $74K
Blue Bell Private Wealth Management, LLC 0.02% Add +47.1% 1,767 $74K
Arlington Trust Co LLC 0.02% No change 1,750 $73K
First Community Trust NA 0.07% Add +14.8% 1,722 $72K
BBJS Financial Advisors, LLC 0.03% No change 1,720 $72K
Investors Research Corp 0.02% Add +0.9% 1,711 $71K
Aberdeen Wealth Management LLC 0.04% No change 1,705 $71K
Peoples Financial Services Corp. 0.03% Reduce -0.2% 1,697 $71K
Macroview Investment Management LLC 0.08% No change 1,688 $71K
Chesapeake Asset Management LLC 0.07% Add +761.0% 1,679 $70K
SOA Wealth Advisors, LLC. 0.01% Add +0.1% 1,464 $61K
WR Wealth Planners, LLC 0.02% New 1,433 $60K
Truvestments Capital LLC 0.02% Add +0.1% 1,407 $59K
Sound Income Strategies, LLC 0.00% Add +117.5% 1,405 $59K
Heritage Wealth Advisors 0.00% No change 1,380 $58K
Robinson Capital Management, LLC 0.02% No change 1,325 $57K
GeoWealth Management, LLC 0.00% Reduce -14.2% 1,362 $57K
Winch Advisory Services, LLC 0.02% No change 1,350 $56K
Advantage Trust Co 0.04% No change 1,221 $51K
Nordwand Advisors, LLC 0.02% New 1,220 $51K
Abich Financial Wealth Management LLC 0.04% Reduce -37.4% 1,190 $50K
Highlander Capital Management, LLC 0.02% No change 1,140 $48K
Northwest Capital Management Inc 0.02% No change 1,134 $47K
Institutional & Family Asset Management, LLC 0.01% No change 1,115 $47K
Tompkins Financial Corp. 0.01% Add +71.1% 1,114 $47K
Plante Moran Financial Advisors, LLC 0.01% Add +79.2% 1,109 $46K
Nemes Rush Group LLC 0.01% Add +24.6% 1,101 $46K
RFP Financial Group LLC 0.02% No change 1,074 $45K
Addison Advisors LLC 0.01% Add +0.3% 1,037 $43K
Valley National Advisers Inc. 0.01% Reduce -34.8% 1,046 $43K
Clear Point Advisors Inc. 0.03% Reduce -0.6% 1,004 $42K
Tsfg, LLC 0.01% Reduce -88.8% 949 $40K
Sit Investment Associates Inc. 0.00% No change 950 $40K
Silicon Valley Capital Partners 0.01% Add +33.3% 952 $40K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -57.9% 945 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% New 924 $39K
Beacon Capital Management, LLC 0.01% No change 911 $38K
Hall Laurie J Trustee 0.01% No change 900 $38K
Tidemark, LLC 0.02% Add +0.1% 865 $36K
Toth Financial Advisory Corp. 0.00% No change 829 $35K
FSC Wealth Advisors, LLC 0.02% Add +0.1% 823 $34K
Evensky & Katz LLC 0.00% Add +0.1% 790 $33K
Frazier Financial Advisors, LLC 0.03% No change 784 $33K
GPS Wealth Strategies Group, LLC 0.01% Add +44.3% 765 $32K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 750 $31K
Canton Hathaway, LLC 0.01% Reduce -11.9% 738 $31K
Mitchell Sinkler & Starr 0.01% Reduce -80.0% 740 $31K
Russell Investments Group, Ltd. 0.00% New 712 $30K
Signature Resources Capital Management, LLC 0.03% No change 718 $30K
Boyd Watterson Asset Management LLC 0.01% No change 700 $29K
Gables Capital Management Inc. 0.02% New 666 $28K
Retirement Group, LLC 0.01% No change 662 $28K
GHP Investment Advisors, Inc. 0.00% No change 643 $27K
Element Wealth, LLC 0.02% No change 643 $27K
Elevate Wealth Advisory, Inc. 0.02% Add +0.9% 636 $27K
NFSG Corp 0.01% Add +0.2% 618 $26K
First Personal Financial Services 0.01% Add +1402.6% 571 $24K
Marquette Associates, Inc. 0.02% No change 520 $22K
Opal Wealth Advisors, LLC 0.01% New 513 $21K
Wetzel Investment Advisors, Inc. 0.01% No change 506 $21K
Naples Money Management LLC 0.02% New 494 $21K
Anfield Capital Management, LLC 0.01% New 488 $20K
Princeton Global Asset Management LLC 0.00% No change 477 $20K
Y.D. More Investments Ltd 0.00% Add +78.1% 463 $19K
American Capital Advisory, LLC 0.02% Add +1.7% 477 $19K
Financial Gravity Asset Management, Inc. 0.01% Reduce -50.9% 445 $18K
Banque Cantonale Vaudoise 0.00% Reduce -67.8% 427 $18K
Ransom Advisory, Ltd 0.01% — 414 $17K
Elevation Wealth Partners, LLC 0.01% No change 414 $17K
Global Wealth Strategies & Associates 0.01% Add +152.8% 407 $17K
Mondrian Investment Partners LTD 0.00% Reduce -64.9% 387 $16K
Tyler-Stone Wealth Management 0.01% No change 379 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 378 $16K
Acima Private Wealth, LLC 0.01% No change 365 $15K
Hantz Financial Services, Inc. 0.00% Reduce -42.8% 353 $15K
Riverview Trust Co 0.01% New 350 $15K
Ulland Investment Advisors, LLC 0.01% No change 335 $14K
Financial Management Professionals, Inc. 0.00% Reduce -68.9% 343 $14K
Syntrinsic LLC 0.00% No change 334 $14K
Foster Dykema Cabot & Partners, LLC 0.00% Add +52.8% 330 $14K
Dakota Community Bank & Trust NA 0.07% No change 318 $13K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $13K
LRI Investments, LLC 0.00% — 301 $13K
Wells Financial Advisors INC 0.01% No change 300 $13K
Paladin Advisory Group, LLC 0.01% Reduce -96.5% 294 $12K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -69.7% 292 $12K
HighMark Wealth Management LLC 0.01% Reduce -67.7% 281 $12K
Allianz SE 0.00% — 271 $11K
Steph & Co. 0.00% Reduce -58.9% 269 $11K
Wiser Advisor Group LLC 0.02% Reduce -0.8% 256 $11K
Custom Portfolio Group LLC 0.01% No change 252 $11K
Bellevue Asset Management, LLC 0.01% Reduce -49.4% 245 $10K
Legend Financial Advisors, Inc. 0.01% No change 221 $9K
LGT Financial Advisors LLC 0.01% No change 212 $9K
Delta Asset Management LLC 0.00% No change 210 $9K
FRG Family Wealth Advisors LLC 0.00% New 202 $9K
M&R Capital Management Inc. 0.00% No change 200 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 171 $7K
Prestige Wealth Management Group LLC 0.00% Add +9.9% 166 $7K
Atlantic Private Wealth, LLC 0.01% No change 159 $7K
Central Pacific Bank - Trust Division 0.00% — 147 $6K
Horizon Bancorp Inc. 0.00% No change 145 $6K
Van Eck Associates Corp. 0.00% New 141 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 135 $6K
Orion Capital Management LLC 0.00% No change 134 $6K
Fernwood Investment Management, LLC 0.00% New 119 $5K
Cedar Mountain Advisors, LLC 0.00% Add +28.1% 114 $5K
Broadwater Capital Management LLC 0.00% No change 112 $5K
SJS Investment Consulting Inc. 0.00% Reduce -72.6% 104 $4K
Canada Pension Plan Investment Board 0.00% No change 100 $4K
Partnership Wealth Management, LLC 0.00% No change 99 $4K
Gen-Wealth Partners Inc 0.00% — 99 $4K
Pathway Financial Advisers, LLC 0.00% No change 98 $4K
Centerpoint Advisors, LLC 0.00% No change 86 $4K
PFS Partners, LLC 0.00% No change 88 $4K
WFA Asset Management Corp 0.00% Reduce -68.3% 87 $4K
Horizon Investments, LLC 0.00% Reduce -6.6% 85 $4K
Laurel Wealth Advisors LLC 0.00% New 78 $3K
Highline Wealth Partners LLC 0.00% Reduce -57.6% 75 $3K
Piscataqua Savings Bank 0.00% No change 74 $3K
HBC Financial Services, PLLC 0.00% No change 77 $3K
Mendota Financial Group, LLC 0.00% Reduce -98.1% 57 $2K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 57 $2K
SRH Advisors, LLC 0.00% No change 51 $2K
POM Investment Strategies, LLC 0.00% Reduce -92.4% 47 $2K
Sittner & Nelson, LLC 0.00% New 44 $2K
Robbins Farley 0.00% Reduce -71.6% 42 $2K
Nvwm, LLC 0.00% New 42 $2K
Lummis Asset Management, LP 0.00% No change 37 $2K
Game Plan Financial Advisors, LLC 0.00% No change 35 $1K
Balefire, LLC 0.00% New 35 $1K
Western Pacific Wealth Management, LP 0.00% No change 35 $1K
Benjamin Edwards Inc. 0.00% New 17 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -66.7% 6 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 23 $961
PSI Advisors, LLC 0.00% No change 22 $919
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +29.4% 22 $914
Colonial Trust Advisors 0.00% Reduce -83.0% 17 $710
Bradley & Co. Private Wealth Management, LLC 0.00% Add +166.7% 16 $668
Twin Tree Management, LP 0.00% New 16 $668
Lowe Wealth Advisors, LLC 0.00% New 13 $543
Bare Financial Services, Inc 0.00% New 8 $337
Allianz Asset Management GmbH 0.00% Add +16.7% 7 $292
Semmax Financial Advisors Inc. 0.00% Reduce -87.8% 6 $269
SYM FINANCIAL Corp 0.00% No change 5 $219
Oliver Lagore Vanvalin Investment Group 0.00% No change 2 $69

"% of holder's portfolio" is VWO's weight in each manager's 13F, not the share of Vanguard Ftse Emerging Marke the manager owns.