Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q2 2024 (June 30)
2,056holders +21
100new positions
82sold out
8famous investors
$43.71avg. 13F price*

At the end of Q2 2024, 2,056 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 21 from Q1 2024. 100 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($4.2B), Vanguard Group Inc. ($2.7B) and Betterment LLC ($2.6B). 8 famous investors held it, including Ray Dalio (0.9% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions100$255.3M
Exits82$134.1M

All 13F filers, Q1 2024 → Q2 2024: 66,469,889 shares bought and 48,470,231 shares sold, net +17,999,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,056 holders

Bank of America Corp. 0.40% Add +2.8% 96,312,566 $4.2B
Vanguard Group Inc. 0.05% Add +2.6% 61,846,263 $2.7B
Betterment LLC 6.65% Reduce -8.2% 58,617,982 $2.6B
Northwestern Mutual Wealth Management Co. 2.51% Add +5.4% 58,217,006 $2.5B
Morgan Stanley 0.15% Add +0.2% 45,118,242 $2.0B
Envestnet Asset Management Inc. 0.64% Add +3.0% 41,669,426 $1.8B
Wealthfront Advisers LLC 6.00% Reduce -1.6% 40,763,528 $1.8B
Wells Fargo & Company 0.46% Reduce -1.5% 40,674,365 $1.8B
Jane Street Group, LLC 1.54% Add +26.4% 32,415,840 $1.4B
Empower Advisory Group, LLC 5.01% Add +0.6% 30,830,506 $1.3B
Northern Trust Corp. 0.19% Add +5.6% 25,103,819 $1.1B
Financial Engines Advisors L.L.C. 2.17% Add +3.8% 22,316,337 $976.6M
Goldman Sachs Group Inc. 0.18% Add +0.3% 20,732,969 $907.3M
Creative Planning 0.97% Reduce -4.3% 20,699,684 $905.8M
UBS Group AG 0.23% Reduce -2.0% 17,113,260 $748.9M
WealthNavi Inc. 9.03% Reduce -2.6% 16,265,396 $711.8M
JPMorgan Chase & Co. 0.05% Reduce -10.0% 14,273,432 $624.6M
South Dakota Investment Council 12.25% Reduce -0.3% 13,658,406 $597.7M
Wealth Enhancement Advisory Services, LLC 1.42% Add +4.9% 13,611,199 $595.6M
Royal Bank of Canada 0.13% Add +1.6% 12,550,140 $549.2M
Mariner, LLC 1.02% Add +3.3% 11,996,056 $524.9M
Sei Investments Co. 0.74% Reduce -2.2% 11,890,108 $520.3M
LPL Financial LLC 0.26% Add +2.4% 11,835,810 $517.9M
Bank of New York Mellon Corp 0.09% Reduce -3.9% 10,556,068 $461.9M
PNC Financial Services Group, Inc. 0.30% Reduce -3.8% 10,345,300 $452.7M
Tiaa Trust, National Association 1.28% Add +1.6% 9,453,808 $413.7M
US Bancorp \de 0.52% Reduce -0.2% 8,784,248 $384.4M
Mercer Global Advisors Inc. 1.02% Add +9.6% 8,578,880 $372.4M
Old Mission Capital LLC 9.68% Add +688.3% 8,427,345 $368.8M
Mather Group, Llc. 4.35% Add +10.5% 8,459,013 $353.3M
Commonwealth Equity Services, LLC 0.50% Add +5.0% 7,173,735 $313.9M
Ameriprise Financial Inc. 0.08% Add +13.1% 6,793,383 $297.3M
Bank of Montreal 0.09% Add +37.4% 6,755,417 $297.2M
Millburn Ridgefield LLC 7.87% No change 6,743,930 $295.1M
Catalyst Capital Advisors LLC 6.81% No change 6,743,930 $295.1M
Citigroup Inc. 0.27% Reduce -0.1% 6,344,719 $277.6M
Alaska Permanent Fund Corp 3.79% Reduce -15.2% 5,770,497 $255.6M
Corient Private Wealth LP 0.43% Reduce -22.2% 5,645,667 $247.1M
Envestnet Portfolio Solutions, Inc. 0.84% Add +1.2% 5,530,963 $242.0M
Manufacturers Life Insurance Company, The 0.22% Reduce -5.1% 5,279,187 $231.0M
Charles Schwab Investment Management Inc. 0.04% Reduce -8.0% 5,088,292 $222.7M
HighTower Advisors, LLC 0.34% Reduce -1.9% 5,027,688 $220.0M
Bridgewater Associates 0.95% Reduce -13.9% 4,156,473 $181.9M
Axiom Advisory, LLC 1.97% Add +6342.9% 4,192,039 $180.6M
Valmark Advisers, Inc. 2.97% Add +1.6% 3,985,305 $174.4M
CIBC Private Wealth Group LLC 0.30% Add +0.8% 3,631,835 $162.2M
Signaturefd, LLC 3.23% Add +3.3% 3,635,803 $159.1M
Sumitomo Life Insurance Co. 3.65% Reduce -14.3% 3,609,937 $158.0M
Focus Partners Wealth 0.52% Add +111.3% 3,551,236 $155.4M
Baird Financial Group, Inc. 0.32% Add +0.7% 3,531,590 $154.5M
SCS Capital Management LLC 3.22% Reduce -4.3% 3,513,898 $153.8M
Nicholas Hoffman & Company, LLC. 6.88% Add +16.3% 3,350,810 $146.6M
Stifel Financial Corp. 0.16% Reduce -20.2% 3,340,480 $146.2M
EP Wealth Advisors, LLC 1.55% Add +14.2% 3,323,598 $145.4M
Morningstar Investment Services LLC 1.57% Add +15.3% 3,320,225 $144.9M
Wealthspire Advisors, LLC 1.84% Add +6.8% 3,292,061 $144.1M
Regions Financial Corp. 1.02% Reduce -1.7% 3,078,748 $134.7M
Raymond James Financial Services Advisors, Inc. 0.19% Reduce -5.3% 3,037,805 $132.9M
Alliancebernstein L.P. 0.05% Add +53.1% 3,010,459 $131.7M
Sand Hill Global Advisors, LLC 5.92% Add +0.5% 2,980,873 $130.4M
Keybank National Association 0.53% Reduce -7.6% 2,969,145 $129.9M
Bridges Investment Management Inc. 1.96% Add +41.5% 2,947,119 $129.0M
Raymond James & Associates 0.08% Reduce -2.7% 2,921,862 $127.9M
Elm Partners Management LLC 9.55% Add +1.3% 2,842,328 $124.4M
Choreo, LLC 2.08% Add +4.2% 2,890,460 $124.0M
M&T Bank Corp 0.42% Reduce -8.3% 2,829,965 $123.8M
Nepc LLC 3.98% Add +0.9% 2,755,609 $120.6M
Rwa Wealth Partners, LLC 1.55% Add +2.3% 2,688,312 $117.6M
Osaic Holdings, Inc. 0.28% Reduce -0.1% 2,681,227 $117.4M
Ballentine Partners, LLC 2.16% Reduce -7.3% 2,673,959 $117.0M
Jasper Ridge Partners, L.P. 3.72% Add +4.9% 2,625,378 $114.9M
Cetera Investment Advisers 0.26% Add +2.1% 2,623,609 $114.8M
JMG Financial Group, Ltd. 4.24% Add +4.2% 2,597,738 $113.7M
Jones Financial Companies LLLP 0.13% Reduce -78.7% 2,555,413 $111.8M
Cerity Partners LLC 0.30% Add +6.3% 2,487,266 $108.8M
MAI Capital Management 1.01% Add +7.7% 2,344,108 $102.6M
Summit Rock Advisors, LP 31.47% Reduce -7.8% 2,326,086 $101.8M
MML Investors Services, LLC 0.41% Add +2.2% 2,324,008 $101.7M
Bokf, NA 1.82% Add +72.2% 2,313,702 $101.2M
Teacher Retirement System of Texas 0.56% No change 2,266,156 $99.2M
Lake Street Advisors Group, LLC 4.68% Reduce -1.1% 2,221,077 $97.2M
BLB&B Advisors, LLC 5.20% Add +9.6% 2,167,716 $94.9M
Ellevest, Inc. 5.67% Add +1.8% 2,160,601 $94.5M
Cliftonlarsonallen Wealth Advisors, LLC 2.02% Add +5.1% 2,153,510 $94.2M
Fusion Family Wealth, LLC 9.35% Add +2.8% 2,097,386 $91.8M
Badgley Phelps Wealth Managers, LLC 2.27% Reduce -0.3% 2,094,150 $91.6M
Rockefeller Capital Management L.P. 0.25% Add +9.7% 2,012,478 $88.1M
Money Design Co.,Ltd. 4.72% Add +12.6% 2,003,133 $87.7M
Willis Johnson & Associates, Inc. 7.17% Add +5.2% 1,999,128 $87.5M
Lincoln National Corp. 2.86% Reduce -11.1% 1,931,206 $84.5M
Facet Wealth, Inc. 2.57% Add +13.6% 1,922,443 $83.5M
Wedmont Private Capital 5.23% Add +10.2% 1,823,020 $83.1M
Janney Montgomery Scott LLC 0.25% Add +0.9% 1,882,085 $82.4M
Flow Traders U.S. LLC 4.02% Add +326.6% 1,858,363 $81.3M
Sofi Wealth, LLC 6.71% Add +10.4% 1,828,140 $80.0M
Fifth Third Bancorp 0.29% Reduce -2.4% 1,749,180 $76.5M
Steele Capital Management, Inc. 4.24% Reduce -0.1% 1,737,295 $76.0M
Modera Wealth Management, LLC 1.12% Reduce -2.1% 1,737,053 $76.0M
Bessemer Group Inc. 0.13% Reduce -1.8% 1,730,524 $75.7M
Pure Financial Advisors, LLC 1.95% Add +8.5% 1,605,231 $70.2M
Summit Trail Advisors, LLC 1.85% Add +22.2% 1,604,893 $70.2M
Truist Financial Corp. 0.10% Add +0.9% 1,533,700 $67.1M
Allen Investment Management, LLC 0.81% Reduce -0.0% 1,528,193 $66.9M
Farmers & Merchants Investments Inc. 2.21% Add +2.5% 1,515,928 $66.3M
FMR LLC 0.00% Add +3.3% 1,507,335 $66.0M
D.A. Davidson & Co. 0.58% Reduce -2.9% 1,499,420 $65.6M
Country Trust Bank 1.63% Add +1.8% 1,478,168 $64.7M
Janus Henderson Group PLC 0.03% New 1,459,032 $63.8M
Auto-Owners Insurance Co 1.52% No change 1,310,716 $57.4M
Freestone Capital Holdings, LLC 2.04% Add +3.7% 1,299,074 $56.8M
Captrust Financial Advisors 0.18% Add +0.3% 1,402,431 $56.6M
Bank of Hawaii 2.59% Add +4.9% 1,287,632 $56.3M
Cresset Asset Management, LLC 0.24% Add +7.0% 1,286,541 $56.3M
Brown Advisory Inc. 0.07% Reduce -14.2% 1,279,449 $56.0M
Peapack Gladstone Financial Corp. 0.85% Add +5.0% 1,269,069 $55.5M
Empowered Funds, LLC 0.95% Add +27.4% 1,253,475 $54.9M
Pathstone Holdings, LLC 0.25% Add +10.8% 1,253,344 $54.8M
Pacific Life Fund Advisors LLC 5.44% Add +29.4% 1,245,109 $54.5M
Coldstream Capital Management Inc. 1.31% Reduce -29.7% 1,225,620 $53.6M
Tidal Investments LLC 0.73% Reduce -6.6% 1,211,873 $53.0M
Ally Invest Advisors Inc. 5.03% Add +3.1% 1,194,890 $52.3M
Cambridge Associates LLC /Ma/ 2.37% Reduce -4.6% 1,179,219 $51.6M
Karpus Management, Inc. 1.43% Reduce -9.0% 1,157,797 $50.7M
Silvercrest Asset Management Group LLC 0.34% Reduce -0.3% 1,144,080 $50.1M
Osborne Partners Capital Management, LLC 2.97% Add +1.4% 1,132,419 $49.6M
Citadel Advisors 0.05% Add +58.5% 1,122,963 $49.1M
Whittier Trust Co. 0.70% Add +2.3% 1,119,905 $49.0M
Whittier Trust Co. of Nevada Inc. 1.35% Add +2.3% 1,111,291 $48.6M
Comerica Bank 0.20% Reduce -29.4% 1,102,150 $48.2M
Johnson Financial Group, LLC 6.28% Add +52.0% 1,097,331 $48.0M
PDS Planning, Inc 4.79% Add +2.5% 1,085,789 $47.5M
Smithfield Trust Co 2.48% Add +1.8% 1,080,517 $47.2M
Monashee Investment Management LLC 6.04% Add +15.8% 1,057,560 $46.3M
Commerce Bank 0.30% Reduce -1.9% 1,047,788 $45.9M
Marcum Wealth, LLC 4.57% Reduce -1.6% 1,041,870 $45.6M
Hirtle & Co., LLC 2.25% Add +0.7% 1,026,055 $44.9M
Apella Capital, LLC 1.95% Add +8.3% 972,278 $43.6M
BNP Paribas Financial Markets 0.05% Add +4.3% 985,882 $43.1M
Litman Gregory Wealth Management LLC 3.79% Reduce -26.9% 977,150 $42.8M
Strid Group, LLC 7.03% Add +32.9% 970,850 $42.5M
Tectonic Advisors LLC 3.02% Add +4.2% 955,014 $41.8M
Caisse de depot et placement du Quebec 0.10% Reduce -7.3% 950,000 $41.6M
First Financial Bankshares Inc 0.95% Add +2.1% 944,727 $41.3M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -3.6% 934,358 $40.9M
GenTrust, LLC 2.18% Reduce -3.8% 914,815 $40.0M
Cullen/Frost Bankers, Inc. 0.58% Reduce -16.0% 911,362 $39.9M
Bank of Nova Scotia 0.08% New 900,000 $39.4M
Acropolis Investment Management, LLC 2.47% Add +3.3% 893,427 $39.1M
NewEdge Advisors, LLC 0.28% Add +9.7% 887,613 $38.8M
Moneta Group Investment Advisors LLC 0.61% Add +7.2% 872,614 $38.2M
Orion Porfolio Solutions, LLC 0.40% Add +4.2% 861,993 $37.7M
Orion Portfolio Solutions, LLC 0.40% Add +4.2% 861,993 $37.7M
Symmetry Partners, LLC 1.93% Add +186.5% 855,000 $37.4M
Patriot Investment Management Group, Inc. 2.93% Add +1.0% 854,650 $37.4M
Dupont Capital Management Corp. 3.22% No change 845,626 $37.0M
TD Waterhouse Canada Inc. 0.33% Add +12.9% 834,706 $36.8M
Invictus Private Wealth, LLC 3.08% Add +2.5% 839,073 $36.7M
Atria Wealth Solutions, Inc. 0.40% Reduce -0.5% 821,139 $35.9M
Frontier Asset Management, LLC 12.54% Reduce -1.3% 790,513 $34.6M
Valeo Financial Advisors, LLC 1.08% Reduce -6.0% 786,519 $34.4M
Capital Advisors Inc. 0.70% Add +35.2% 775,434 $33.9M
Buckingham Strategic Wealth, LLC 0.35% Reduce -0.6% 765,199 $33.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -19.5% 756,731 $33.1M
Rebalance, LLC 2.62% Add +1.1% 744,782 $32.6M
Mountain Capital Investment Advisors Inc. 7.87% Reduce -0.4% 703,179 $31.7M
Redwood Investment Management, LLC 2.74% Add +1483.6% 743,602 $31.6M
Atria Investments, Inc 0.41% Add +7.3% 722,421 $31.6M
Axxcess Wealth Management, LLC 0.85% Add +1.1% 714,208 $31.3M
Capital Asset Advisory Services LLC 1.66% Add +0.1% 681,237 $30.6M
Matrix Trust Co 6.86% Reduce -0.7% 693,931 $30.4M
Equitable Holdings, Inc. 0.32% Add +3.4% 692,553 $30.3M
Brandywine Oak Private Wealth LLC 3.03% Reduce -1.6% 673,594 $29.5M
Sigma Investment Counselors Inc. 1.83% Add +0.6% 669,287 $29.3M
Aptus Capital Advisors, LLC 0.56% Add +28.8% 668,967 $29.3M
Integrated Wealth Concepts LLC 0.40% Add +49.9% 665,717 $29.1M
TD Asset Management Inc 0.03% Reduce -9.4% 664,305 $29.1M
Callan Capital, LLC 2.38% Add +6.4% 661,993 $29.0M
Baker Avenue Asset Management, LP 0.96% Add +4.3% 643,886 $28.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.32% Reduce -69.8% 643,140 $28.1M
Staley Capital Advisers Inc. 1.29% Reduce -2.4% 641,898 $28.1M
Private Advisor Group, LLC 0.19% Add +9.3% 632,473 $27.7M
Caprock Group, LLC 1.12% Add +2.7% 631,399 $27.6M
Efficient Advisors, LLC 1.76% Reduce -0.9% 619,879 $27.1M
Allworth Financial LP 0.17% Reduce -4.3% 617,315 $27.1M
Avantax Advisory Services, Inc. 0.19% Add +35.4% 618,421 $27.1M
Regis Management CO LLC 8.16% Add +0.7% 618,166 $27.1M
Trust Co 3.48% Add +0.2% 616,637 $27.0M
Larson Financial Group LLC 1.82% Add +19.9% 610,853 $26.7M
Garde Capital, Inc. 1.86% Reduce -4.9% 610,536 $26.7M
Presilium Private Wealth, LLC 6.64% Add +3.7% 600,996 $26.3M
Rakuten Investment Management, Inc. 0.17% Add +8.5% 593,037 $25.9M
Bluespring Wealth Management, LLC 2.77% Add +9.1% 589,408 $25.8M
&partners 1.12% Add +148.6% 586,753 $25.7M
Alesco Advisors, LLC, An ESL Co 0.84% Reduce -1.2% 585,469 $25.6M
Blair William & Co. 0.08% Add +12.1% 583,954 $25.6M
Laird Norton Wetherby Trust Company, LLC 3.54% Reduce -17.0% 574,349 $25.1M
Arbor Investment Advisors, LLC 3.65% Reduce -5.7% 570,002 $24.9M
Pinnacle Financial Partners Inc 0.53% Reduce -1.0% 580,560 $24.9M
Klingman & Associates, LLC 1.66% Add +6.0% 561,542 $24.6M
Full Sail Capital, LLC 1.65% Reduce -0.5% 559,581 $24.5M
Thrivent Financial for Lutherans 0.05% Add +4.9% 553,475 $24.2M
VPR Management LLC 9.04% Reduce -58.2% 553,000 $24.2M
Kestra Advisory Services, LLC 0.14% Add +40.2% 587,319 $24.1M
DAVENPORT & Co LLC 0.15% Add +7.5% 550,064 $24.1M
Hudock, Inc. 4.49% Reduce -1.8% 549,740 $24.1M
GLOBALT Investments LLC / GA 0.96% Reduce -1.7% 547,915 $24.0M
Proffitt & Goodson Inc. 4.21% Add +0.9% 544,644 $23.8M
Sepio Capital, LP 2.16% Add +1.5% 539,285 $23.6M
Legacy Private Trust Co. 1.67% Add +20.8% 538,358 $23.6M
Center for Financial Planning, Inc. 3.39% Add +1.4% 536,079 $23.5M
Meridian Management Co. 6.34% Reduce -0.7% 527,402 $23.1M
Arax Advisory Partners 2.15% Reduce -2.3% 504,504 $22.1M
Jordan Park Group LLC 1.68% Add +1.4% 500,829 $21.9M
Wharton Business Group, LLC 1.12% Add +1.1% 495,520 $21.7M
Vontobel Holding Ltd. 0.07% Add +53.6% 491,750 $21.5M
Portland Global Advisors LLC 2.91% Reduce -0.8% 490,201 $21.5M
Beacon Pointe Advisors, LLC 0.25% Reduce -5.5% 489,595 $21.4M
Arvest Trust Co. N A 1.27% Reduce -3.2% 488,390 $21.4M
Nuveen Asset Management, LLC 0.01% Reduce -14.8% 487,895 $21.4M
Vision Capital Management, Inc. 3.17% Add +0.1% 486,263 $21.3M
Chandler Asset Management, Inc. 4.30% Add +2.7% 484,930 $21.2M
Cornerstone Partners Capital Management, LLC 11.99% No change 482,373 $21.1M
Ally Financial Inc. 2.55% No change 470,000 $20.6M
First Bank & Trust 4.17% Add +1.3% 467,574 $20.5M
Hanson & Doremus Investment Management 3.42% Add +2.7% 465,897 $20.4M
Stewardship Advisors, LLC 6.59% Add +12.1% 455,956 $20.0M
Venturi Wealth Management, LLC 1.17% Reduce -10.7% 452,135 $19.8M
Kwmg, LLC 2.12% Add +2.3% 449,932 $19.7M
Kathmere Capital Management, LLC 2.08% Add +4.5% 449,307 $19.7M
Avantax Planning Partners, Inc. 0.63% Reduce -11.2% 448,972 $19.6M
Focused Wealth Management, Inc 2.88% Add +4.4% 446,834 $19.6M
EverSource Wealth Advisors, LLC 1.30% Add +9.7% 440,885 $19.5M
Manning & Napier Advisors LLC 0.22% — 446,034 $19.5M
GFS Advisors, LLC 3.14% Reduce -97.8% 9,700 $19.5M
Greenline Partners, LLC 2.96% Reduce -0.0% 443,001 $19.4M
WoodTrust Financial Corp 2.99% New 439,993 $19.3M
New York Life Investment Management LLC 0.19% Add +3703.4% 438,984 $19.2M
Steward Partners Investment Advisory, LLC 0.20% Reduce -1.3% 438,720 $19.2M
Tanager Wealth Management LLP 2.85% Add +8.3% 437,623 $19.2M
Mutual of America Capital Management LLC 0.21% No change 434,975 $19.0M
Colony Family Offices, LLC 6.09% Reduce -1.1% 433,747 $19.0M
Van Cleef Asset Management,Inc 2.37% Reduce -3.2% 432,668 $18.9M
Clark Asset Management, LLC 5.19% Add +11.6% 428,276 $18.7M
NewEdge Wealth, LLC 0.41% Reduce -7.7% 427,924 $18.7M
Arvest Investments, Inc. 2.95% Reduce -3.9% 420,479 $18.4M
American Trust 1.51% Add +43.7% 420,204 $18.4M
PACK Private Wealth, LLC 11.40% Add +2.7% 419,400 $18.4M
Citizens Financial Group Inc. 0.41% Add +73.8% 417,581 $18.3M
Franklin Resources Inc. 0.01% Reduce -4.6% 413,095 $18.1M
Voya Investment Management LLC 0.02% Reduce -2.0% 412,476 $18.0M
Mission Wealth Management, LP 0.49% Reduce -11.4% 411,202 $18.0M
Tocqueville Asset Management L.P. 0.30% Reduce -2.7% 410,744 $18.0M
JFG Wealth Management, LLC 5.03% Add +61.6% 404,008 $17.7M
CreativeOne Wealth, LLC 0.89% Reduce -10.7% 402,931 $17.6M
Patton Fund Management, Inc. 3.69% Reduce -3.7% 399,325 $17.5M
Kopp Family Office, LLC 10.81% Reduce -0.6% 398,285 $17.4M
Checchi Capital Advisers, LLC 1.37% Add +2.3% 394,927 $17.3M
Davis R M Inc. 0.35% Reduce -4.5% 394,269 $17.3M
Nisa Investment Advisors, LLC 0.11% No change 387,500 $17.0M
Fiduciary Trust Co 0.25% Reduce -9.2% 386,724 $16.9M
Cibc World Market Inc. 0.04% Reduce -7.9% 379,310 $16.6M
MassMutual Private Wealth & Trust, FSB 0.50% Reduce -6.0% 379,296 $16.6M
Compound Planning, Inc. 1.22% Add +2.0% 377,896 $16.5M
Permanent Capital Management, LP 3.45% — 334,043 $16.5M
Exencial Wealth Advisors, LLC 0.62% Add +11.4% 377,214 $16.5M
Marble Harbor Investment Counsel, LLC 1.94% Reduce -0.1% 376,407 $16.5M
Banco Santander, S.A. 0.20% Add +1.4% 375,510 $16.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 375,200 $16.4M
Mutual Advisors, LLC 0.49% Add +11.6% 375,164 $16.3M
PrairieView Partners, LLC 1.83% Add +2.6% 371,818 $16.3M
Meeder Advisory Services, Inc. 1.14% Add +38.8% 368,759 $16.1M
Boston Standard Wealth Management, LLC 3.53% Add +1.4% 366,716 $16.0M
Edge Capital Group, LLC 0.77% Reduce -3.5% 361,651 $15.8M
GP Brinson Investments LLC 6.80% No change 361,265 $15.8M
Bailard, Inc. 0.43% Add +0.6% 359,696 $15.7M
Stratos Wealth Partners, LTD. 0.25% Reduce -1.1% 357,420 $15.6M
Marotta Asset Management 3.22% Reduce -26.3% 354,373 $15.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +17.0% 353,989 $15.5M
Barclays PLC 0.01% No change 353,516 $15.5M
O'Dell Group, LLC 3.79% No change 369,958 $15.5M
Silver Coast Investments LLC 6.30% Reduce -19.6% 352,080 $15.4M
Strategic Investment Advisors / MI 1.87% Add +4.0% 350,077 $15.3M
Whitcomb & Hess, Inc. 4.76% Add +3.1% 349,447 $15.3M
Prudential Financial Inc. 0.02% Reduce -6.1% 344,393 $15.1M
TrueWealth Financial Partners 9.70% Add +8.6% 343,387 $15.0M
SigFig Wealth Management, LLC 0.56% Reduce -22.5% 342,501 $14.8M
Wilmington Savings Fund Society, FSB 0.56% Reduce -2.3% 336,179 $14.7M
RE Dickinson Investment Advisors, LLC 8.79% Reduce 0.0% 329,659 $14.4M
Global Endowment Management, LP 1.52% Reduce -5.7% 328,000 $14.4M
Dynamic Advisor Solutions LLC 0.45% Add +9.0% 327,853 $14.3M
Halpern Financial, Inc. 3.94% Add +3.3% 327,663 $14.3M
Forefront Analytics, LLC 6.82% Add +9.5% 325,358 $14.2M
Amundi 0.01% Add +9.5% 317,680 $14.2M
Neuberger Berman Group LLC 0.01% Add +0.1% 322,025 $14.1M
Berger Financial Group, Inc 1.12% Add +20.3% 320,756 $14.0M
Ameraudi Asset Management, Inc. 6.36% Reduce -3.2% 319,010 $14.0M
F/m Investments LLC 0.50% New 318,184 $13.9M
Zuckerman Investment Group, LLC 1.61% Add +5.6% 318,059 $13.9M
Custos Family Office, LLC 5.50% Add +0.2% 314,637 $13.8M
UMB Bank, n.a. 0.22% Reduce -1.9% 313,167 $13.7M
Waverly Advisors, LLC 0.27% Add +1.4% 313,064 $13.7M
Bangor Savings Bank 1.37% Add +0.3% 312,368 $13.7M
HTLF Bank 1.54% Reduce -3.9% 310,213 $13.6M
Human Investing LLC 2.63% Add +4.4% 309,391 $13.5M
Sanctuary Advisors, LLC 0.10% — 319,327 $13.5M
Austin Private Wealth, LLC 1.45% Reduce -1.8% 307,966 $13.5M
Hills Bank & Trust Co 1.09% Add +3.5% 306,976 $13.4M
Martin & Co. Inc. 3.36% Reduce -1.5% 305,219 $13.4M
Bear Mountain Capital, Inc. 5.43% Reduce -1.2% 292,547 $13.3M
Mackenzie Financial Corp. 0.02% Reduce -0.2% 303,762 $13.3M
Old National Bancorp 0.31% Reduce -0.9% 302,798 $13.3M
BTC Capital Management, Inc. 1.23% Add +2.6% 302,534 $13.2M
Praetorian Wealth Management, Inc. 3.36% Add +2.3% 300,277 $13.1M
Blankinship & Foster, LLC 3.38% Add +0.1% 300,233 $13.1M
Parallel Advisors, LLC 0.34% Add +5.5% 299,062 $13.1M
Tobias Financial Advisors, Inc. 2.82% Add +50.5% 298,358 $13.1M
Global Retirement Partners, LLC 0.41% Add +19.6% 296,458 $13.0M
Schwerin Boyle Capital Management Inc. 1.36% No change 296,020 $13.0M
JNBA Financial Advisors 1.36% Reduce -9.2% 295,114 $12.9M
Crestmont Private Wealth LLC 6.21% Reduce -1.9% 294,662 $12.9M
MainStreet Investment Advisors LLC 1.56% Reduce -13.5% 292,190 $12.8M
Kohmann Bosshard Financial Services, LLC 1.70% Reduce -0.2% 288,615 $12.6M
RPTC Inc. 2.59% Add +0.3% 288,277 $12.6M
Signature Estate & Investment Advisors LLC 0.32% Add +86.7% 288,102 $12.6M
Robinswood Financial LLC 5.09% Add +1.1% 287,598 $12.6M
National Bank of Canada 0.02% Add +66.6% 285,336 $12.5M
Strategic Financial Planning, Inc. 8.96% Add +9.9% 284,008 $12.4M
Stockman Wealth Management, Inc. 2.18% Add +5.7% 283,626 $12.4M
Central Bank & Trust Co. 1.72% Reduce -9.8% 282,493 $12.4M
Natixis Advisors, LLC 0.03% Add +2.8% 281,700 $12.3M
Riversedge Advisors, LLC 2.99% Add +9.8% 280,609 $12.3M
Partners in Financial Planning 2.66% Reduce -0.2% 279,869 $12.2M
Tarbox Family Office, Inc. 2.16% Reduce -0.6% 279,569 $12.2M
Financial Counselors Inc. 0.20% Reduce -0.6% 279,241 $12.2M
Prentice Wealth Management LLC 3.96% Add +6.9% 277,399 $12.1M
Cordant, Inc. 6.71% Add +2.8% 274,478 $12.0M
Drive Wealth Management, LLC 3.21% Add +7.8% 271,550 $11.9M
Brookstone Capital Management 0.20% Add +3.0% 265,000 $11.9M
Focus Financial Network, Inc. 0.50% Add +1.9% 263,352 $11.8M
Parker Financial LLC 6.34% Add +5.7% 266,130 $11.6M
Concurrent Investment Advisors, LLC 0.38% Add +10.3% 265,380 $11.6M
WestHill Financial Advisors, Inc. 2.81% Add +0.1% 264,189 $11.6M
Raelipskie Partnership 6.17% Reduce -1.6% 264,114 $11.6M
Aperture Investors, LLC 1.69% Add +73.4% 263,332 $11.5M
VCI Wealth Management LLC 5.67% Add +42.3% 262,042 $11.5M
RTD Financial Advisors, Inc. 1.54% Add +0.2% 262,001 $11.5M
Cantor Fitzgerald Investment Advisors L.P. 0.88% Add +2.4% 261,672 $11.5M
Alera Investment Advisors, LLC 1.37% Reduce -63.1% 260,394 $11.4M
Victory Capital Management Inc. 0.01% No change 257,587 $11.3M
CW Advisors, LLC 0.18% Add +32.1% 256,645 $11.2M
BIP Wealth, LLC 0.92% Add +2.5% 255,624 $11.2M
United Capital Financial Advisors, LLC 0.10% Reduce -1.8% 252,883 $11.1M
Stonehearth Capital Management, LLC 4.73% Add +7.4% 252,415 $11.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Reduce -2.7% 251,543 $11.0M
Boston Trust Walden Corp 0.08% Add +43.2% 249,059 $10.9M
Vise Technologies, Inc. 1.91% Add +20.4% 248,696 $10.9M
Concourse Financial Group Securities, Inc. 0.68% Add +2.8% 246,850 $10.8M
Moller Wealth Partners 2.87% Reduce -0.4% 245,685 $10.8M
Blue Edge Capital, LLC 1.77% Reduce -0.5% 244,837 $10.7M
Simmons Bank 0.81% Add +0.0% 244,376 $10.7M
Twele Capital Management, Inc. 2.42% Reduce -0.1% 244,341 $10.7M
Avior Wealth Management, LLC 0.46% Add +39.2% 244,058 $10.7M
Windward Private Wealth Management Inc. 4.32% Add +1.9% 243,623 $10.7M
Waypoint Capital Advisors, LLC 2.66% Add +14.6% 243,490 $10.7M
Summit Financial, LLC 0.48% Add +48.5% 241,764 $10.6M
CFS Investment Advisory Services, LLC 0.85% New 240,608 $10.5M
Michelson Medical Research Foundation, Inc. 8.90% No change 236,630 $10.4M
Prudent Investors Network, Inc. 3.73% Add +3.3% 235,994 $10.3M
Ameritas Investment Partners, Inc. 0.35% Reduce -13.0% 235,735 $10.3M
Sage Financial Group Inc. 0.89% Reduce -1.4% 235,662 $10.3M
Koss-Olinger Consulting, LLC 0.95% New 235,296 $10.3M
Bishop & Co Investment Management, LLC 6.19% Add +0.9% 233,170 $10.2M
Arcataur Capital Management LLC 3.63% Reduce -0.8% 232,972 $10.2M
Trilogy Capital Inc. 0.55% Reduce -5.1% 231,030 $10.1M
Integrated Advisors Network LLC 0.52% Add +0.9% 230,987 $10.1M
Evolution Advisers, Inc. 5.80% Add +2.6% 230,602 $10.1M
Janney Capital Management LLC 0.71% Reduce -1.8% 228,859 $10.0M
Cairn Investment Group, Inc. 5.84% Reduce -0.0% 228,785 $10.0M
Cahill Financial Advisors Inc. 1.37% Reduce -4.5% 228,333 $10.0M
Harbor Advisory Corp. 3.42% Add +0.3% 226,536 $9.9M
Northeast Investment Management 0.46% Add +27.6% 224,717 $9.8M
Ellenbecker Investment Group 1.98% Add +4.7% 224,623 $9.8M
Iron Horse Wealth Management, LLC 3.75% Add +2.8% 224,250 $9.8M
Stash Investments, LLC 6.42% Add +4.5% 222,660 $9.7M
Beacon Investment Advisory Services, Inc. 0.42% Add +3.1% 222,086 $9.7M
Focus Partners Advisor Solutions, LLC 0.25% Add +13.8% 220,060 $9.6M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -3.9% 219,609 $9.6M
Fairview Capital Investment Management, LLC 0.54% Reduce -8.4% 219,552 $9.6M
Perigon Wealth Management, LLC 0.28% Reduce -0.1% 219,279 $9.6M
GW&K Investment Management, LLC 0.09% Reduce -3.0% 218,321 $9.6M
BTG Pactual Asset Management US LLC 2.39% — 218,160 $9.5M
Brooklyn FI, LLC 3.73% Reduce -42.3% 218,063 $9.5M
Vident Advisory, LLC 0.26% Add +12.5% 218,030 $9.5M
Dynasty Wealth Management, LLC 0.28% Add +3.3% 216,494 $9.5M
FSM Wealth Advisors, LLC 3.16% Add +14.8% 215,394 $9.4M
DORVAL Corp 4.13% Add +3.4% 217,431 $9.4M
Benjamin F. Edwards & Company, Inc. 0.16% Reduce -5.3% 213,980 $9.4M
Mesirow Financial Investment Management, Inc. 0.21% Reduce -5.4% 213,931 $9.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.03% Add +9.0% 212,081 $9.3M
Twin Focus Capital Partners, LLC 1.48% Add +3.7% 211,604 $9.3M
Cliffwater LLC 1.98% No change 211,582 $9.3M
Schroder Investment Management Group 0.01% Reduce -89.1% 210,408 $9.2M
Obsidian Cio, LLC 2.19% Add +4.1% 210,213 $9.2M
Zhang Financial LLC 0.64% Add +0.8% 209,942 $9.2M
Barry Investment Advisors, LLC 3.09% Reduce -0.3% 209,405 $9.2M
Raffa Wealth Management, LLC 2.59% Add +1.6% 208,393 $9.1M
Aspen Wealth Management LLC 3.14% Add +9.8% 207,227 $9.1M
Oppenheimer & Co. Inc. 0.14% Add +0.6% 207,104 $9.1M
Creative Financial Designs Inc. 0.80% Add +0.2% 206,506 $9.0M
SVB Wealth LLC 0.22% Reduce -38.5% 203,612 $8.9M
Wela Strategies, Inc. 4.15% Add +0.8% 203,579 $8.9M
Apriem Advisors 1.09% Add +3.0% 203,170 $8.9M
Galvin, Gaustad & Stein, LLC 0.84% Reduce -9.5% 202,752 $8.9M
Laird Norton Wetherby Wealth Management, LLC 0.41% Reduce -1.7% 200,264 $8.8M
Magnus Financial Group LLC 0.99% Reduce -0.2% 200,011 $8.8M
Sterling Wealth Management, Inc. 4.14% Add +1.0% 199,227 $8.7M
Dravo Bay LLC 4.83% Add +6.1% 198,594 $8.7M
Capital Investment Advisors, LLC 0.20% Reduce -7.3% 198,477 $8.7M
Battery Global Advisors, LLC 5.74% Add +121.1% 198,074 $8.7M
Hurlow Wealth Management Group, Inc. 2.97% Add +2.4% 197,868 $8.7M
Smith & Howard Wealth Management, LLC 2.58% Reduce -1.6% 197,838 $8.7M
Richard P Slaughter Associates Inc 2.04% Add +0.3% 197,309 $8.6M
Cambridge Advisors Inc. 2.00% Reduce -1.7% 196,618 $8.6M
Allianz SE 0.25% Add +72273.4% 196,132 $8.6M
PFW Advisors LLC 2.72% Reduce -0.3% 195,046 $8.5M
AdvisorNet Financial, Inc 0.77% Add +4.3% 194,934 $8.5M
Hart & Patterson Financial Group LLC 4.22% Reduce -2.5% 194,686 $8.5M
JFS Wealth Advisors, LLC 0.67% Reduce -14.0% 193,840 $8.5M
Cranbrook Wealth Management, LLC 2.07% Reduce -6.5% 192,522 $8.4M
Townsquare Capital LLC 0.11% Add +8.2% 191,864 $8.4M
St. Louis Trust Co 1.28% Reduce -11.2% 193,782 $8.4M
Heritage Trust Co 1.10% Reduce -1.8% 191,228 $8.4M
Procyon Advisors, LLC 0.62% Add +22.1% 190,407 $8.3M
Tortoise Investment Management, LLC 0.95% Add +0.0% 189,793 $8.3M
Ariston Services Group 7.88% No change 187,052 $8.2M
Manchester Capital Management LLC 0.98% Reduce -4.9% 186,765 $8.2M
Principal Securities, Inc. 0.23% Add +9.9% 186,748 $8.2M
Axiom Financial Strategies, LLC 5.30% Add +0.0% 186,412 $8.2M
Oak Hill Wealth Advisors, LLC 2.47% — 185,949 $8.1M
Keener Financial Planning LLC 5.27% Add +8.7% 184,579 $8.1M
Old Mission Investment Co LLC 2.61% Add +0.6% 183,254 $8.0M
Waterford Advisors, LLC 3.36% Reduce -2.4% 182,937 $8.0M
Veery Capital, LLC 3.24% Add +0.0% 182,691 $8.0M
Hoylecohen, LLC 0.60% Reduce -9.9% 182,653 $8.0M
FF Advisors,LLC 5.61% Reduce -0.6% 182,192 $8.0M
Standard Family Office LLC 10.23% No change 181,722 $8.0M
Regal Investment Advisors LLC 0.52% Reduce -1.4% 181,104 $7.9M
Johnson Bixby & Associates, LLC 1.33% Add +1.8% 181,076 $7.9M
Nations Financial Group Inc, /Ia/ 0.64% Reduce -2.5% 180,361 $7.9M
Sandy Spring Bank 0.35% Add +3.1% 179,015 $7.8M
Connors Investor Services Inc. 0.81% Add +0.4% 178,729 $7.8M
Roble, Belko & Company, Inc 1.29% Reduce -19.2% 176,260 $7.7M
Greytown Advisors Inc. 4.52% Add +1.2% 175,993 $7.7M
Stephens Inc. 0.12% Add +0.5% 175,464 $7.7M
REDW Wealth LLC 2.00% Reduce -1.7% 174,483 $7.6M
Sierra Capital LLC 1.02% Add +1.6% 174,166 $7.6M
Woodstock Corp. 0.77% Add +1.6% 172,490 $7.5M
Wealthspire Retirement, LLC 0.63% Reduce -2.9% 172,424 $7.5M
Kings Path Partners LLC 3.55% — 172,358 $7.5M
Atlantic Edge Private Wealth Management, LLC 2.51% Add +39.4% 171,709 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -11.2% 171,172 $7.5M
Deutsche Bank AG 0.00% Reduce -6.5% 170,263 $7.5M
Leavell Investment Management, Inc. 0.41% Add +0.7% 170,255 $7.5M
BOK Financial Private Wealth, Inc. 0.54% Add +1.6% 169,303 $7.4M
LBMC Investment Advisors, LLC 0.64% Reduce -9.5% 168,866 $7.4M
Ancora Advisors LLC 0.18% Reduce -1.9% 168,768 $7.4M
Cypress Financial Planning LLC 3.05% Add +3.2% 166,702 $7.3M
Charles Schwab Trust Co 0.67% Add +2.7% 166,431 $7.3M
Smith, Moore & Co. 0.75% Add +0.3% 166,221 $7.3M
Affiance Financial, LLC 1.89% Add +2.7% 165,294 $7.2M
Vestor Capital, LLC 0.58% Reduce -1.1% 165,297 $7.2M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -44.6% 165,096 $7.2M
Northeast Financial Group, Inc. 3.09% Add +0.8% 164,871 $7.2M
Clearstead Advisors, LLC 0.12% Add +71.2% 164,460 $7.2M
Auour Investments LLC 2.66% Add +2.5% 163,360 $7.1M
Pinnacle Associates Ltd. 0.11% Reduce -1.8% 163,157 $7.1M
Atmos Advisory, LLC 5.58% Add +1.6% 162,997 $7.1M
Howe & Rusling Inc. 0.65% Reduce -0.8% 162,781 $7.1M
Bay Harbor Wealth Management, LLC 2.48% Reduce -4.4% 162,626 $7.1M
Idaho Trust Co 3.63% New 162,163 $7.1M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -3.2% 162,077 $7.1M
Farther Finance Advisors, LLC 0.34% Add +34.6% 160,928 $7.1M
Soltis Investment Advisors LLC 0.75% Add +6.1% 161,236 $7.1M
Arcadia Wealth Management, LLC 4.02% Add +13.4% 161,029 $7.0M
Sunflower Bank, N.A. 1.66% Reduce -33.9% 160,868 $7.0M
Money Concepts Capital Corp. 0.59% Add +4.5% 160,784 $7.0M
BlueSky Wealth Advisors, LLC 1.18% New 160,594 $7.0M
Zeit Capital LLC 5.69% Reduce -1.0% 160,027 $7.0M
Marshall & Sullivan Inc. 3.49% Add +1.8% 159,584 $7.0M
Lodestar Private Asset Management LLC 0.96% Add +1.5% 159,285 $7.0M
Alps Advisors Inc. 0.05% Add +2.2% 158,936 $7.0M
NDVR, Inc. 7.22% Reduce -2.1% 158,527 $6.9M
Dorsey & Whitney Trust CO LLC 0.48% Add +4.9% 158,344 $6.9M
Newton One Investments LLC 2.99% Add +0.9% 158,339 $6.9M
Diversify Advisory Services, LLC 0.38% Reduce -33.2% 154,199 $6.9M
4Thought Financial Group Inc. 4.28% Add +2.5% 157,585 $6.9M
Bristlecone Advisors, LLC 0.59% Reduce -1.7% 157,565 $6.9M
Sovereign Financial Group, Inc. 1.72% Add +12.5% 157,494 $6.9M
Okabena Investment Services Inc. 2.17% Add +3.5% 156,420 $6.8M
Capitolis Liquid Global Markets LLC 0.08% Add +100.0% 156,000 $6.8M
Seven Springs Wealth Group, LLC 2.73% Reduce -42.4% 155,672 $6.8M
Courage Miller Partners, LLC 2.45% Add +0.0% 155,395 $6.8M
Abound Wealth Management 2.50% Reduce -3.5% 154,851 $6.8M
Tenret Co LLC 4.67% Add +0.8% 154,063 $6.7M
Aspire Private Capital, LLC 1.74% Reduce -1.8% 154,057 $6.7M
Harbour Investments, Inc. 0.23% Add +11.8% 153,256 $6.7M
Park Avenue Securities LLC 0.08% Add +6.1% 152,448 $6.7M
Bricktown Capital, LLC 1.36% Reduce -16.4% 152,333 $6.7M
New Vernon Capital Holdings II LLC 3.58% New 151,724 $6.6M
Beirne Wealth Consulting Services, LLC 2.67% Add +1.8% 151,480 $6.6M
Echo45 Advisors LLC 4.65% Reduce -12.1% 151,316 $6.6M
AE Wealth Management LLC 0.07% Add +43.2% 150,754 $6.6M
Three Bridge Wealth Advisors, LLC 2.61% Reduce -9.3% 150,694 $6.6M
Sage Rhino Capital LLC 1.57% Reduce -2.2% 150,558 $6.6M
Aletheian Wealth Advisors LLC 3.47% Add +10.6% 150,527 $6.6M
Analyst IMS Investment Management Services Ltd. 0.27% Reduce -0.7% 150,084 $6.6M
Henshaw Capital LLC 0.30% No change 150,000 $6.6M
Fort Point Capital Partners LLC 0.84% Reduce -4.5% 149,598 $6.5M
Carolinas Wealth Consulting LLC 1.26% Reduce -5.8% 148,722 $6.5M
Cardiff Park Advisors, LLC 0.63% Add +4.3% 148,617 $6.5M
Nelson Capital Management, LLC 1.15% Reduce -1.7% 148,521 $6.5M
First Horizon Advisors, Inc. 0.20% Add +0.1% 148,194 $6.5M
NewSquare Capital LLC 0.56% Add +4.1% 147,831 $6.5M
Bar Harbor Wealth Management 0.43% Reduce -0.9% 147,789 $6.5M
Simon Quick Advisors, LLC 0.46% Reduce -5.7% 147,585 $6.5M
Rockbridge Investment Management, LCC 0.91% Reduce -0.4% 146,364 $6.4M
LBJ Family Wealth Advisors, Ltd. 4.02% Reduce -0.1% 146,085 $6.4M
Syon Capital LLC 0.59% Reduce -16.5% 145,381 $6.4M
Clarius Group, LLC 0.45% Reduce -0.0% 144,716 $6.3M
180 Wealth Advisors, LLC 1.03% Add +10.1% 138,891 $6.3M
D'Orazio & Associates, Inc. 0.97% Reduce -9.6% 143,873 $6.3M
Foster Group, Inc. 0.25% Add +9.3% 143,794 $6.3M
Roberts Wealth Advisors, LLC 2.15% Add +7.2% 140,182 $6.3M
Hiley Hunt Wealth Management 3.88% Add +2.4% 143,661 $6.3M
Spire Wealth Management 0.22% Reduce -5.0% 143,535 $6.3M
Wrenne Financial Planning LLC 4.33% Add +6.5% 143,420 $6.3M
Penobscot Wealth Management 3.73% Add +4.3% 140,293 $6.3M
Arete Wealth Advisors, LLC 0.51% Reduce -16.4% 142,115 $6.2M
Mgo One Seven LLC 0.29% Reduce -16.9% 141,324 $6.2M
1834 Investment Advisors Co. 0.74% Add +5.2% 141,257 $6.2M
Courier Capital LLC 0.49% Reduce -0.9% 141,144 $6.2M
Diversify Wealth Management, LLC 0.77% — 147,347 $6.2M
Strategic Financial Partners, Ltd. 3.39% Add +26.3% 140,699 $6.2M
VestGen Investment Management 1.81% Reduce -0.8% 140,138 $6.1M
North Star Asset Management Inc. 0.29% Reduce -1.7% 139,359 $6.1M
W1M Asset Management Ltd 0.51% Reduce -0.1% 138,986 $6.1M
Martel Wealth Advisors LLC 1.30% Reduce -2.8% 138,831 $6.1M
Kestra Private Wealth Services, LLC 0.12% Add +7.6% 138,551 $6.1M
Callan Family Office, LLC 1.16% Add +9.5% 137,981 $6.0M
Hancock Whitney Corp. 0.20% Reduce -0.5% 137,389 $6.0M
Coombe, Bender & Co LLC 3.54% Add +2.2% 137,298 $6.0M
Asset Management One Co., Ltd. 0.02% Reduce -1.9% 136,893 $6.0M
Anderson Hoagland & Co. 0.63% Reduce -9.7% 133,515 $6.0M
Rodgers & Associates, LTD 0.77% Reduce -1.9% 136,551 $6.0M
OneDigital Investment Advisors LLC 0.07% Reduce -5.9% 136,034 $6.0M
Cedar Point Capital Partners, LLC 4.41% Reduce -1.6% 134,741 $5.9M
Eagle Bay Advisors LLC 3.57% Add +51.6% 134,674 $5.9M
Joule Financial, LLC 2.38% Add +2.2% 133,765 $5.9M
Annapolis Financial Services, LLC 1.90% Reduce -2.7% 133,691 $5.9M
Investment Partners, LTD. 2.62% Reduce -1.6% 133,507 $5.8M
Geneos Wealth Management Inc. 0.26% Add +5.4% 133,068 $5.8M
Synovus Financial Corp. 0.08% Reduce -0.7% 132,926 $5.8M
Norris Perne & French LLP 0.42% Add +0.7% 132,844 $5.8M
RiverGlades Family Offices LLC 4.51% Add +0.3% 132,560 $5.8M
Consolidated Portfolio Review Corp 1.35% Add +2.1% 132,557 $5.8M
Frank, Rimerman Advisors LLC 0.41% No change 132,156 $5.8M
Tamar Securities, LLC 0.94% Add +4.6% 131,589 $5.8M
Glenview Trust Co 0.12% Reduce -0.3% 130,575 $5.7M
Drucker Wealth 3.0, LLC 1.51% — 130,289 $5.7M
Fiduciary Group, LLC 0.61% Add +0.3% 130,066 $5.7M
Waterloo Capital, L.P. 0.68% Add +4.7% 129,662 $5.7M
Fairway Wealth LLC 3.32% Add +3.7% 128,865 $5.6M
Applied Capital LLC 3.22% Add +2.3% 128,125 $5.6M
Heritage Investors Management Corp. 0.20% Reduce -0.1% 127,837 $5.6M
Strategic Blueprint, LLC 0.38% Reduce -2.8% 127,149 $5.6M
Pine Ridge Advisers LLC 0.59% Add +227.6% 126,692 $5.5M
Pinnacle Wealth Management Advisory Group, LLC 0.57% Reduce -0.7% 126,093 $5.5M
Seneca Financial Advisors LLC 2.86% Add +4.9% 126,056 $5.5M
Cherry Tree Wealth Management, LLC 1.38% Add +2.7% 125,668 $5.5M
Twin Tree Management, LP 0.16% Add +782525.0% 125,220 $5.5M
Hillcrest Wealth Advisors - NY, LLC 2.94% Reduce -1.7% 124,991 $5.5M
Tudor Investment Corporation 0.06% Add +501.0% 124,820 $5.5M
First Citizens Bank & Trust Co. 0.10% Reduce -1.5% 124,788 $5.5M
AllSquare Wealth Management LLC 3.28% Reduce -1.2% 124,741 $5.5M
Winthrop Advisory Group LLC 0.74% Reduce -0.1% 123,832 $5.4M
Abacus Planning Group, Inc. 1.05% Reduce -4.5% 123,695 $5.4M
Gleason Group, Inc. 1.10% Add +3.6% 123,474 $5.4M
Mosaic Family Wealth Partners, LLC 0.87% Add +3.1% 123,426 $5.4M
Kanawha Capital Management LLC 0.42% Reduce -3.3% 123,409 $5.4M
Bradley Foster & Sargent Inc. 0.10% Reduce -12.1% 123,322 $5.4M
Matrix Private Capital Group LLC 3.38% Add +4.4% 123,009 $5.4M
McAdam, LLC 0.32% Reduce -1.6% 122,649 $5.4M
Bordeaux Wealth Advisors LLC 1.02% Add +130.4% 122,047 $5.3M
Rathbones Group PLC 0.03% Add +1.4% 121,647 $5.3M
RFG Advisory, LLC 0.17% Add +81.9% 121,458 $5.3M
Mittelman Wealth Management 3.44% Add +13.6% 121,329 $5.3M
Ameritas Advisory Services, LLC 0.20% Add +3.7% 120,638 $5.3M
LPWM LLC 1.82% Add +1.6% 118,027 $5.3M
Trustmark Bank Trust Department 0.42% Reduce -10.3% 120,344 $5.3M
Oakwell Private Wealth Management, LLC 1.48% Reduce -1.6% 119,945 $5.2M
Peninsula Wealth, LLC 0.97% Reduce -54.8% 113,717 $5.2M
Evercore Wealth Management, LLC 0.08% Add +10.7% 117,701 $5.2M
Lido Advisors, LLC 0.04% Add +12.0% 117,219 $5.1M
Birch Hill Investment Advisors LLC 0.25% Add +3.8% 116,770 $5.1M
Savant Capital, LLC 0.05% Reduce -24.9% 116,114 $5.1M
J.W. Cole Advisors, Inc. 0.24% Add +0.3% 116,078 $5.1M
Jackson Hole Capital Partners, LLC 1.12% Reduce -1.9% 115,931 $5.1M
Guardian Wealth Advisors, LLC 3.29% Reduce -0.7% 115,632 $5.1M
Parkside Financial Bank & Trust 0.79% Reduce -0.8% 115,402 $5.1M
HCR Wealth Advisors 0.72% Reduce -1.2% 115,014 $5.0M
Private Wealth Advisors, LLC 2.19% Reduce -48.0% 114,431 $5.0M
Waters Parkerson & Co., LLC 0.27% Reduce -2.1% 114,479 $5.0M
Parthenon LLC 0.63% Reduce -1.0% 113,734 $5.0M
Legacy PCG, LLC 3.13% Reduce -5.5% 113,700 $5.0M
Proathlete Wealth Management LLC 2.35% Add +5.1% 113,391 $5.0M
Plancorp, LLC 0.21% Add +22.9% 112,960 $4.9M
Canandaigua National Bank & Trust Co. 0.54% New 112,759 $4.9M
Sageworth Trust Co 0.31% No change 112,676 $4.9M
DRW Securities, LLC 0.30% Reduce -74.6% 112,600 $4.9M
Kingsview Wealth Management, LLC 0.12% Add +122.4% 112,096 $4.9M
Family Firm, Inc. 1.09% Reduce -0.8% 111,937 $4.9M
One Day In July LLC 0.61% Add +0.0% 111,662 $4.9M
BHK Investment Advisors, LLC 1.92% Reduce -1.0% 111,657 $4.9M
Walkner Condon Financial Advisors LLC 1.04% Reduce -1.1% 110,125 $4.8M
Breakwater Investment Management 2.15% Add +0.4% 109,857 $4.8M
Dark Forest Capital Management LP 0.88% Add +70.5% 109,593 $4.8M
Regis Acquisition Inc. 2.92% Reduce -10.1% 109,295 $4.8M
Ashton Thomas Private Wealth, LLC 0.26% Add +3.3% 108,307 $4.7M
WealthBridge Investment Counsel Inc. 1.81% Reduce -0.5% 108,245 $4.7M
McNamara Financial Services, Inc. 1.00% Reduce -21.1% 108,123 $4.7M
Avidian Wealth Enterprises, LLC 0.23% Reduce -8.2% 107,889 $4.7M
Thrive Wealth Management, LLC 0.92% Reduce -2.8% 107,745 $4.7M
Woodmont Investment Counsel LLC 0.38% Reduce -7.1% 107,371 $4.7M
Hemington Wealth Management 1.58% Reduce -3.3% 107,233 $4.7M
S&co Inc. 0.33% Add +13.8% 106,621 $4.7M
Brown Brothers Harriman & Co. 0.04% Add +0.1% 106,214 $4.6M
Everhart Financial Group, Inc. 1.21% Add +5.9% 106,612 $4.6M
Schwarz Dygos Wheeler Investment Advisors LLC 1.28% Add +3.6% 105,800 $4.6M
Kickstand Ventures, Llc. 1.27% New 105,771 $4.6M
Lowe Brockenbrough & Co. Inc. 0.31% Add +0.2% 105,634 $4.6M
Cerity Partners OCIO LLC 0.35% — 105,599 $4.6M
Wealthstar Advisors, LLC 3.74% New 105,531 $4.6M
Headinvest, LLC 0.91% Reduce -1.4% 105,349 $4.6M
Trust Co. of Vermont 0.25% Add +5.5% 105,204 $4.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +153.5% 105,079 $4.6M
Phoenix Financial Ltd. 0.07% Add +10.7% 104,607 $4.6M
Parsons Capital Management Inc. 0.31% Add +4.2% 104,567 $4.6M
Harvest Investment Advisors, LLC 3.35% Add +1.2% 103,886 $4.5M
Wesbanco Bank Inc. 0.17% Reduce -9.1% 103,886 $4.5M
Haverford Trust Co 0.05% Add +6.2% 103,782 $4.5M
Financial Synergies Wealth Advisors, Inc. 0.61% Reduce -0.9% 103,768 $4.5M
Belpointe Asset Management LLC 0.32% Add +39.8% 103,765 $4.5M
Aspiriant, LLC 0.18% Add +10.3% 103,674 $4.5M
Kearns & Associates LLC 3.39% Add +1.6% 103,676 $4.5M
1900 Wealth Management LLC 0.42% Reduce -3.4% 102,058 $4.5M
Advocate Group LLC 0.90% Add +4.6% 101,894 $4.5M
Tikvah Management LLC 1.45% No change 101,580 $4.4M
Sigma Planning Corp 0.14% Reduce -5.0% 100,485 $4.4M
REAP Financial Group, LLC 1.18% Reduce -1.2% 100,281 $4.4M
Private Ocean, LLC 0.39% Add +71.1% 100,199 $4.4M
Myecfo, LLC 2.51% Add +1.2% 99,533 $4.4M
Wedbush Securities Inc. 0.16% Add +2.3% 99,503 $4.4M
Alley Investment Management Company, LLC 0.59% Add +0.6% 99,497 $4.4M
Texas Yale Capital Corp. 0.21% Reduce -0.2% 99,118 $4.3M
Stephenson & Company, Inc. 3.18% Add +1.6% 98,144 $4.3M
BlackRock Inc. 0.00% Add +4408.1% 98,096 $4.3M
Summit Wealth Group, LLC 1.29% New 97,978 $4.3M
Waller Financial Planning Group, Inc. 1.15% Reduce -3.6% 97,807 $4.3M
Main Street Financial Solutions, LLC 0.40% Add +10.7% 97,772 $4.3M
Ritholtz Wealth Management 0.14% Reduce -3.8% 97,101 $4.2M
Watershed Private Wealth LLC 1.81% Add +69.8% 97,014 $4.2M
Crewe Advisors LLC 0.47% Add +7.0% 96,728 $4.2M
One Degree Advisors Inc 2.03% Add +3.3% 96,392 $4.2M
Naples Global Advisors, LLC 0.42% Add +0.5% 95,594 $4.2M
Advisory Services Network, LLC 0.09% Add +15.7% 95,224 $4.2M
Legacies Wealth LLC 3.64% Reduce -2.0% 95,102 $4.2M
Chilton Capital Management LLC 0.19% Reduce -1.9% 95,094 $4.2M
Marathon Strategic Advisors, LLC 4.82% New 94,331 $4.1M
Great Valley Advisor Group, Inc. 0.12% Add +12.3% 94,305 $4.1M
Triangle Securities Wealth Management 1.16% Add +3.7% 93,843 $4.1M
Orin Green Financial, LLC 1.88% New 93,296 $4.1M
Motive Wealth Advisors 2.45% Add +5.2% 93,128 $4.1M
GoalFusion Wealth Management, LLC 2.52% Reduce -1.6% 92,682 $4.1M
Congress Asset Management Co. 0.03% Reduce -10.2% 92,388 $4.0M
Stonekeep Investments, LLC 3.27% — 92,213 $4.0M
Fiducient Advisors LLC 0.55% Add +109.8% 91,819 $4.0M
DDFG, Inc 1.23% Add +0.7% 90,998 $4.0M
Atlas Capital Advisors Inc. 0.52% Reduce -27.3% 90,790 $4.0M
1ST Source Bank 0.23% Reduce -12.2% 90,479 $4.0M
Values Added Financial LLC 2.85% Reduce -3.6% 90,270 $4.0M
Columbus Macro, LLC 1.53% Add +31.9% 90,263 $3.9M
Seven Post Investment Office LP 0.73% Reduce -7.2% 89,865 $3.9M
BKM Wealth Management, LLC 1.88% Add +3.3% 89,512 $3.9M
Parkwood LLC 0.49% No change 89,505 $3.9M
Venture Visionary Partners LLC 0.18% Add +2.4% 89,407 $3.9M
TPG Financial Advisors, LLC 1.85% — 89,359 $3.9M
Roundview Capital LLC 0.31% Reduce -2.1% 89,329 $3.9M
Cornerstone Wealth Advisors, Inc. 1.16% Add +3.3% 88,231 $3.9M
Archford Capital Strategies, LLC 0.62% Reduce -1.2% 87,833 $3.8M
Opus Capital Group, LLC 0.55% Reduce -0.9% 87,791 $3.8M
Bank of New Hampshire 1.00% Reduce -1.6% 87,662 $3.8M
SkyOak Wealth, LLC 0.89% Add +3.3% 87,555 $3.8M
Gould Capital, LLC 2.69% Reduce -1.1% 87,222 $3.8M
Boston Financial Mangement LLC 0.12% Reduce -2.3% 86,410 $3.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.0% 85,975 $3.8M
Ethos Financial Group, LLC 0.67% Add +1.3% 85,910 $3.8M
Becker Capital Management Inc. 0.13% Reduce -2.3% 85,899 $3.8M
HM Payson & Co. 0.07% Reduce -0.2% 85,694 $3.7M
CGN Advisors LLC 0.44% Add +15.2% 85,472 $3.7M
Avion Wealth 1.03% Reduce -5.9% 85,433 $3.7M
Topel & Distasi Wealth Management, LLC 1.64% Reduce -3.0% 85,349 $3.7M
Granite Harbor Advisors, Inc. 2.42% Add +1.8% 85,329 $3.7M
O'shaughnessy Asset Management, LLC 0.04% Add +65.9% 85,319 $3.7M
Grove Bank & Trust 0.60% Add +145.4% 85,281 $3.7M
Fifth Third Wealth Advisors LLC 0.28% Add +49.5% 85,073 $3.7M
MCF Advisors LLC 0.28% Reduce -5.4% 84,992 $3.7M
Lee Danner & Bass Inc. 0.29% — 84,866 $3.7M
Rareview Capital LLC 3.55% Reduce -19.1% 84,767 $3.7M
VERITY Wealth Advisors 2.77% Add +0.1% 84,596 $3.7M
Von Berge Wealth Management Group, LLC 2.35% Reduce -4.6% 84,113 $3.7M
HT Partners LLC 1.30% Add +5.5% 84,024 $3.7M
Waldron Private Wealth LLC 0.16% Reduce -1.1% 83,832 $3.7M
Berkshire Asset Management LLC 0.18% Reduce -1.1% 83,727 $3.7M
Titan Global Capital Management USA LLC 0.58% Add +9.6% 83,525 $3.7M
First Manhattan Co. Llc. 0.01% Reduce -4.7% 83,362 $3.6M
Financial Strategies Group, Inc. 0.92% Reduce -0.9% 81,288 $3.6M
ING Groep NV 0.02% New 82,800 $3.6M
Summit Financial Strategies, Inc. 0.45% Reduce -5.4% 82,770 $3.6M
Wintrust Investments LLC 0.29% Add +8.9% 82,277 $3.6M
Fifth Third Securities, Inc. 0.33% Add +0.1% 82,158 $3.6M
Security Financial Services, INC. 0.78% Reduce -0.4% 81,985 $3.6M
Cooksen Wealth, LLC 3.62% Add +0.8% 81,892 $3.6M
FMA Wealth Management, LLC 2.90% Add +0.5% 81,858 $3.6M
Wealth Advisory Solutions, LLC 0.97% Reduce -2.5% 81,623 $3.6M
Raymond James Trust N.A. 0.08% Reduce -6.8% 81,269 $3.6M
Financial Management Professionals, Inc. 0.49% Add +23584.5% 81,238 $3.6M
GYL Financial Synergies, LLC 0.27% Add +1.4% 81,165 $3.6M
Lazard Asset Management LLC 0.00% Add +71.0% 80,403 $3.5M
Bray Capital Advisors 0.88% Reduce -0.2% 80,248 $3.5M
Defined Wealth Management, LLC 2.42% Reduce -0.6% 79,466 $3.5M
Associated Banc-Corp 0.11% Add +12.3% 79,188 $3.5M
Wooster Corthell Wealth Management, Inc. 0.78% Reduce -0.8% 78,983 $3.5M
Voisard Asset Management Group, Inc. 1.69% Reduce -16.6% 78,896 $3.5M
First Western Trust Bank 0.16% Add +0.1% 78,754 $3.4M
TBH Global Asset Management, LLC 0.76% Reduce -31.1% 78,286 $3.4M
Johnson Financial Group, Inc. 0.17% Add +2.1% 78,223 $3.4M
PFG Advisors 0.23% Add +10.8% 77,918 $3.4M
DBK Financial Counsel, LLC 3.71% Add +0.4% 77,879 $3.4M
Olympus Wealth Management, LLC 1.06% New 77,556 $3.4M
Peterson Wealth Advisors, LLC 0.71% Add +0.3% 76,913 $3.4M
NavPoint Financial, Inc. 2.92% Add +42.5% 76,753 $3.4M
Salomon & Ludwin, LLC 0.37% Reduce -20.2% 76,348 $3.3M
Partners Capital Investment Group, LLP 0.06% Add +10.2% 76,470 $3.3M
First National Bank of Omaha 0.22% Add +28.1% 76,203 $3.3M
SWS Partners 1.00% Add +0.1% 76,156 $3.3M
Ferguson Shapiro LLC 1.30% Reduce -5.5% 75,744 $3.3M
American Investment Services, Inc. 0.59% Reduce -1.0% 75,708 $3.3M
MetLife Investment Management, LLC 0.02% New 75,400 $3.3M
Millennium Management 0.00% Add +14.0% 74,933 $3.3M
Hardy Reed LLC 0.33% No change 74,767 $3.3M
LM Advisors LLC 0.65% Reduce -2.1% 74,711 $3.3M
OLIO Financial Planning 1.38% Reduce -0.2% 79,687 $3.3M
Arrowroot Family Office, LLC 2.09% Add +3.5% 74,493 $3.3M
Family CFO Inc 2.00% Reduce -0.9% 74,162 $3.2M
Global Strategic Investment Solutions, LLC 0.39% Reduce -0.9% 73,974 $3.2M
Compton Wealth Advisory Group, LLC 0.86% Add +31.9% 73,904 $3.2M
Linscomb Wealth, Inc. 0.17% Reduce -0.1% 73,842 $3.2M
CFO4Life Group, LLC 0.61% Reduce -88.5% 73,734 $3.2M
IFG Advisors, LLC 0.76% Add +3.9% 73,481 $3.2M
Hilltop Wealth Advisors, LLC 1.61% Reduce -7.4% 73,147 $3.2M
Aureus Asset Management, LLC 0.22% Add +412.4% 377,760 $3.2M
Agf Management Ltd. 0.02% Reduce -13.8% 73,098 $3.2M
JDM Financial Group LLC 2.16% Reduce -1.6% 73,084 $3.2M
Lutz Financial Services LLC 0.28% Add +0.1% 72,617 $3.2M
First Citizens Financial Corp 1.88% Reduce -6.7% 72,526 $3.2M
Campion Asset Management 2.49% Add +1.7% 72,504 $3.2M
Hilltop National Bank 1.02% Add +3.5% 72,176 $3.2M
James J. Burns & Company, LLC 0.62% Add +103.0% 71,974 $3.1M
Asset Allocation & Management Company, LLC 2.06% Reduce -11.3% 71,147 $3.1M
Heartwood Wealth Advisors LLC 0.37% Add +0.1% 71,132 $3.1M
Argent Trust Co 0.14% Reduce -2.7% 71,116 $3.1M
Burney Co./ 0.12% Add +0.4% 70,957 $3.1M
Beacon Financial Group 0.35% Add +535.0% 70,953 $3.1M
Van Strum & Towne Inc. 1.13% Add +0.3% 70,844 $3.1M
Concentric Wealth Management, LLC 0.81% Reduce -0.4% 70,770 $3.1M
WBH Advisory Inc. 0.31% Reduce -0.5% 70,442 $3.1M
Ascent Group, LLC 0.25% Reduce -0.9% 70,288 $3.1M
LMG Wealth Partners, LLC 0.76% Add +0.7% 70,061 $3.1M
NorthCoast Asset Management LLC 0.03% Add +4.7% 70,012 $3.1M
Bfsg, LLC 0.39% Reduce -36.5% 69,852 $3.1M
Elevated Capital Advisors, LLC 0.85% Reduce -4.2% 68,740 $3.0M
TD Private Client Wealth LLC 0.09% Reduce -27.7% 68,415 $3.0M
Brightwater Advisory LLC 2.31% Reduce -6.2% 68,385 $3.0M
Agilis Partners LLC 0.91% Reduce -3.2% 68,380 $3.0M
Allegiance Financial Group Advisory Services LLC 1.14% Add +1.3% 68,070 $3.0M
Howland Capital Management LLC 0.14% Reduce -9.7% 68,023 $3.0M
Abbrea Capital, LLC 0.39% Reduce -26.9% 67,707 $3.0M
Cutler Investment Counsel LLC 0.40% Add +1.0% 66,821 $2.9M
Addis & Hill, Inc 2.43% Add +9.0% 66,356 $2.9M
CENTRAL TRUST Co 0.07% Reduce -5.2% 66,412 $2.9M
Welch & Forbes LLC 0.04% Add +2.8% 65,142 $2.9M
Coastline Trust Co 0.34% Add +2.3% 66,069 $2.9M
TFO Wealth Partners, LLC 0.56% Add +0.0% 65,879 $2.9M
American Financial Advisors, LLC 0.41% Reduce -5.0% 65,856 $2.9M
Trust Co of the South 0.68% No change 65,701 $2.9M
Powell Investment Advisors, LLC 1.49% Reduce -8.0% 65,563 $2.9M
Avestar Capital, LLC 0.32% Reduce -4.4% 65,533 $2.9M
Truepoint, Inc. 0.08% Reduce -8.5% 65,360 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.65% No change 65,000 $2.8M
Fiera Capital Corp 0.01% Add +0.0% 64,664 $2.8M
Gordian Advisors LLC 2.72% Reduce -0.8% 64,420 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +1.0% 63,945 $2.8M
Moody National Bank Trust Division 0.22% Add +11.9% 63,843 $2.8M
Newport Capital Group, LLC 2.20% — 63,488 $2.8M
Disciplined Investments, LLC 1.46% Add +0.1% 62,688 $2.7M
Connecticut Wealth Management, LLC 0.14% Reduce -5.0% 62,628 $2.7M
Equita Financial Network, Inc. 1.14% Add +2.0% 62,514 $2.7M
E&G Advisors, LLC 0.80% Reduce -0.9% 62,422 $2.7M
First Heartland Consultants, Inc. 0.27% Add +3.0% 62,222 $2.7M
Per Stirling Capital Management, LLC. 0.44% Add +217.2% 61,792 $2.7M
Ballast, Inc. 0.83% Add +0.3% 61,718 $2.7M
Motley Fool Wealth Management, LLC 0.14% Add +10.2% 61,022 $2.7M
Werba Rubin Papier Wealth Management 0.74% Add +54.1% 61,640 $2.7M
LMCG Investments, LLC 0.16% No change 61,362 $2.7M
Sykon Capital LLC 1.01% New 61,190 $2.7M
Stratos Wealth Advisors, LLC 0.13% Reduce -0.8% 61,178 $2.7M
Buck Wealth Strategies, LLC 0.79% New 61,123 $2.7M
Sarasin & Partners LLP 0.02% Reduce -27.3% 61,006 $2.7M
Warner Financial, Inc. 1.30% Reduce -1.4% 60,935 $2.7M
SOL Capital Management CO 0.32% Reduce -20.3% 60,941 $2.7M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2.27% No change 60,414 $2.6M
Smartleaf Asset Management LLC 0.43% Add +14.1% 60,508 $2.6M
Stone Summit Wealth LLC 0.94% Add +2.2% 60,228 $2.6M
FSB Premier Wealth Management, Inc. 1.19% Reduce -3.7% 60,190 $2.6M
Creekside Partners 1.45% — 60,011 $2.6M
Red Wave Investments LLC 0.97% Reduce -5.2% 59,978 $2.6M
New Perspectives, Inc 1.40% Add +0.9% 59,817 $2.6M
IFP Advisors, Inc 0.10% Add +14.1% 59,683 $2.6M
First Bancorp, Inc 1.93% Reduce -1.3% 59,536 $2.6M
Summit Wealth Partners, LLC 0.54% Reduce -24.4% 59,461 $2.6M
Resolute Advisors LLC 0.67% Add +0.2% 59,354 $2.6M
Vista Investment Management 1.05% Add +5.9% 59,273 $2.6M
Main Management LLC 0.21% Reduce -0.0% 58,950 $2.6M
Flagship Harbor Advisors, LLC 0.15% Reduce -7.6% 58,838 $2.6M
Hikari Power Ltd 0.23% No change 58,810 $2.6M
Perissos Private Wealth Management, LLC 2.30% Reduce -1.5% 58,719 $2.6M
Ironwood Investment Management LLC 1.37% Add +1.6% 58,458 $2.6M
Brickley Wealth Management 0.56% Add +0.1% 58,209 $2.5M
GTS Securities LLC 0.05% New 57,860 $2.5M
Aveo Capital Partners, LLC 0.28% Reduce -37.2% 57,347 $2.5M
PAX Financial Group, LLC 0.49% Add +9.1% 57,280 $2.5M
Grey Fox Wealth Advisors, LLC 0.88% Add +2.0% 57,173 $2.5M
Evergreen Capital Management LLC 0.09% Reduce -21.3% 57,156 $2.5M
Opes Wealth Management LLC 0.52% Reduce -2.8% 56,823 $2.5M
Assetmark, Inc. 0.01% Add +82.0% 56,482 $2.5M
Monarch Capital Management Inc. 0.72% Reduce -1.8% 55,746 $2.4M
Pinnacle Bancorp, Inc. 0.72% Reduce -11.1% 55,746 $2.4M
Hohimer Wealth Management, LLC 0.56% Reduce -3.4% 55,291 $2.4M
Wells Trecaso Financial Group, LLC 0.84% Add +5.8% 55,284 $2.4M
Cyndeo Wealth Partners, LLC 0.19% Reduce -7.0% 55,267 $2.4M
AlTi Global, Inc. 0.06% Add +5.6% 55,135 $2.4M
Integrity Wealth Solutions LLC 1.57% Add +0.3% 55,129 $2.4M
Private Trust Co. NA 0.26% Reduce -9.8% 55,128 $2.4M
Brown Miller Wealth Management, LLC 1.00% Add +4.1% 54,842 $2.4M
Gainplan LLC 1.16% Reduce -0.6% 54,840 $2.4M
Burke & Herbert Bank & Trust Co. 0.58% New 54,808 $2.4M
Arcus Capital Partners, LLC 0.92% Add +0.4% 54,788 $2.4M
Intrua Financial, LLC 0.39% Add +12.3% 54,774 $2.4M
Gilman Hill Asset Management, LLC 0.43% Add +8.2% 54,645 $2.4M
Running Point Capital Advisors, LLC 0.99% Reduce -2.5% 54,580 $2.4M
Sterling Investment Management, LLC 1.81% Add +7.8% 54,415 $2.4M
Randall & Associates Wealth Management 2.14% Add +0.9% 54,392 $2.4M
Great Point Wealth Advisors, LLC 0.54% Reduce -15.5% 54,066 $2.4M
Private Client Services, LLC 1.49% Add +0.9% 54,065 $2.4M
White Lighthouse Investment Management Inc. 0.46% Reduce -5.8% 53,996 $2.4M
Gemmer Asset Management LLC 0.25% Add +0.4% 53,987 $2.4M
Elmwood Wealth Management, Inc. 1.05% Add +9.6% 53,965 $2.4M
BigSur Wealth Management LLC 0.72% Reduce -0.0% 53,700 $2.3M
Cwm, LLC 0.01% Reduce -3.0% 53,393 $2.3M
HB Wealth Management, LLC 0.03% Reduce -2.7% 53,381 $2.3M
Kingfisher Capital LLC 0.55% Add +2.7% 53,244 $2.3M
Northland Capital Management LLC 1.63% Reduce -25.1% 53,108 $2.3M
Hexagon Capital Partners LLC 0.50% Reduce -0.1% 53,042 $2.3M
Joel Isaacson & Co., LLC 0.12% Add +6.3% 52,897 $2.3M
Garden State Investment Advisory Services LLC 0.79% Reduce -3.1% 52,547 $2.3M
Sensible Financial Planning & Management, LLC. 0.50% Add +16.1% 52,478 $2.3M
Red Tortoise LLC 1.25% Reduce -5.7% 52,406 $2.3M
Astoria Strategic Wealth, Inc. 0.71% Reduce -0.6% 52,251 $2.3M
Rothschild Wealth LLC 0.74% Add +17.4% 52,248 $2.3M
Ieq Capital, LLC 0.03% Add +6.6% 52,103 $2.3M
Arkadios Wealth Advisors 0.15% Reduce -34.8% 52,062 $2.3M
Rooted Wealth Advisors, Inc. 1.00% Add +9.0% 51,312 $2.3M
Fort Sheridan Advisors LLC 0.37% Reduce -9.1% 51,870 $2.3M
Brighton Jones LLC 0.07% Add +10.3% 51,837 $2.3M
Stokes Family Office, LLC 0.27% Reduce -2.7% 51,814 $2.3M
Financial Advocates Investment Management 0.14% Reduce -5.1% 51,644 $2.3M
Murphy, Middleton, Hinkle & Parker, Inc. 1.31% Reduce -2.3% 51,283 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.51% Add +7.2% 51,111 $2.2M
MBB Public Markets I LLC 0.05% No change 50,789 $2.2M
Fortitude Family Office, LLC 1.26% Add +0.0% 50,742 $2.2M
Merit Financial Group, LLC 0.05% Reduce -0.9% 50,602 $2.2M
Brand Asset Management Group, Inc. 0.93% Reduce -0.5% 50,363 $2.2M
Ti-Trust, Inc. 1.69% Add +2.8% 50,182 $2.2M
Oliver Luxxe Assets LLC 0.47% Add +0.9% 50,150 $2.2M
Northwest Wealth Management, LLC 0.56% Reduce -2.1% 49,689 $2.2M
Waterfront Wealth Inc. 0.59% Reduce -3.6% 49,473 $2.2M
Monument Group Wealth Advisors, LLC 1.45% Reduce -1.1% 49,261 $2.2M
Blue Trust, Inc. 0.03% Add +14.5% 51,512 $2.2M
AlphaStar Capital Management, LLC 0.20% Reduce -0.6% 48,915 $2.1M
United Community Bank 0.86% Reduce -53.1% 48,676 $2.1M
Great Lakes Advisors, LLC 0.02% Add +0.1% 48,553 $2.1M
Compass Ion Advisors, LLC 0.30% Add +0.3% 50,762 $2.1M
Centaurus Financial, Inc. 0.14% Reduce -0.6% 47,972 $2.1M
Falcon Wealth Planning 0.27% Reduce -9.4% 47,928 $2.1M
Wade Financial Advisory, Inc 0.75% Reduce -0.4% 47,729 $2.1M
Life Planning Partners, Inc 1.89% Add +1.9% 47,590 $2.1M
SP Asset Management LLC 0.19% Reduce -15.3% 47,394 $2.1M
Francis Financial, Inc. 0.63% Reduce -12.6% 47,242 $2.1M
Gill Capital Partners, LLC 0.80% Add +6.5% 47,087 $2.1M
Louisbourg Investments Inc. 0.57% Add +7.5% 46,758 $2.0M
BSW Wealth Partners 0.33% Reduce -15.2% 46,593 $2.0M
Cassaday & Co Wealth Management LLC 0.06% Add +6.8% 46,476 $2.0M
Centennial Bank 0.99% Add +0.6% 46,375 $2.0M
MBL Wealth, LLC 0.23% Add +0.4% 46,360 $2.0M
Allie Family Office LLC 1.22% Add +25.2% 46,332 $2.0M
Csenge Advisory Group 0.11% Add +8.0% 46,249 $2.0M
SlateStone Wealth, LLC 0.22% Reduce -1.9% 46,235 $2.0M
New England Private Wealth Advisors LLC 0.35% Add +0.4% 46,042 $2.0M
Evanson Asset Management, LLC 0.15% Add +0.1% 46,009 $2.0M
First Hawaiian Bank 0.07% Reduce -41.5% 45,958 $2.0M
Carlson Capital Management 0.09% Reduce -1.0% 45,677 $2.0M
Koshinski Asset Management, Inc. 0.18% Add +87.6% 44,468 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -24.3% 45,269 $2.0M
Innova Wealth Partners 1.41% Reduce -2.6% 45,190 $2.0M
Gold Investment Management Ltd. 0.84% Reduce -0.2% 45,159 $2.0M
Aerodigm Wealth, LLC 0.91% Reduce -6.8% 45,063 $2.0M
Hardin Capital Partners, LLC 1.28% — 44,927 $2.0M
Level Financial Advisors 0.85% Add +12.4% 44,818 $2.0M
Cascade Financial Partners, LLC 0.26% Reduce -1.3% 44,505 $1.9M
Andina Capital Management, LLC 1.46% Add +78.1% 44,387 $1.9M
Delta Financial Advisors LLC 0.75% Add +0.0% 44,334 $1.9M
CIBC Asset Management Inc 0.01% Reduce -20.2% 44,025 $1.9M
C2C Wealth Management, LLC 1.88% Reduce -1.2% 43,957 $1.9M
Greenleaf Trust 0.02% Reduce -0.0% 43,866 $1.9M
Keeley-Teton Advisors, LLC 0.25% Reduce -0.0% 43,840 $1.9M
Dynamic Wealth Strategies, LLC 1.64% Reduce -4.1% 43,744 $1.9M
Community Bank, N.A. 0.25% Add +6.1% 43,728 $1.9M
Roth Financial Partners LLC 0.82% Reduce -32.5% 43,650 $1.9M
AMG National Trust Bank 0.05% Add +38.0% 43,617 $1.9M
Cary Street Partners Investment Advisory LLC 0.08% Add +0.7% 43,468 $1.9M
Nottingham Advisors, Inc. 0.23% Reduce -0.9% 43,466 $1.9M
Cohen Klingenstein LLC 0.07% No change 43,329 $1.9M
WESCAP Management Group, Inc. 0.54% Add +1.9% 43,310 $1.9M
Financial Enhancement Group LLC 0.31% Reduce -4.3% 43,475 $1.9M
Exchange Capital Management, Inc. 0.30% Reduce -3.5% 42,747 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +27.0% 42,692 $1.9M
Prospera Financial Services Inc 0.05% Reduce -1.6% 42,600 $1.9M
City State Bank 0.75% Add +3.7% 42,164 $1.8M
Retirement Planning Group, LLC 0.12% Reduce -40.9% 42,139 $1.8M
Apollon Wealth Management, LLC 0.06% Reduce -5.1% 41,938 $1.8M
Simplicity Wealth,LLC 0.04% Add +7.9% 41,904 $1.8M
Norway Savings Bank 1.04% Reduce -18.3% 41,860 $1.8M
SignalPoint Asset Management, LLC 0.49% Add +206.1% 41,573 $1.8M
Wealthgate Family Office, LLC 4.46% No change 41,461 $1.8M
Mosaic Advisors LLC 1.46% Add +0.4% 41,354 $1.8M
Aire Advisors, LLC 0.41% Reduce -1.3% 41,345 $1.8M
Quadrature Capital Ltd 0.03% New 41,200 $1.8M
Westside Investment Management, Inc. 0.41% Reduce -0.9% 41,225 $1.8M
Sachem Hill LLC 0.39% Reduce -0.6% 41,032 $1.8M
Riverpoint Wealth Management Holdings, LLC 0.50% Reduce -4.7% 40,875 $1.8M
Shufro Rose & Co. LLC 0.14% Add +4.0% 40,524 $1.8M
VAUGHAN & Co SECURITIES, INC. 1.12% No change 40,500 $1.8M
Financial Insights, Inc. 0.49% Add +0.0% 40,495 $1.8M
Chicago Partners Investment Group LLC 0.07% Reduce -1.0% 40,776 $1.8M
Aries Wealth Management 0.56% Reduce -0.7% 40,479 $1.8M
Smart Portfolios, LLC 1.78% Reduce -19.4% 40,296 $1.8M
Sound Stewardship, LLC 1.07% Reduce -41.9% 40,099 $1.8M
Cornerstone Wealth Management, LLC 0.13% Add +5.0% 39,577 $1.7M
Braun-Bostich & Associates Inc. 1.28% Add +63.0% 39,307 $1.7M
Quantum Portfolio Management LLC 0.99% Reduce -19.1% 39,306 $1.7M
Eclectic Associates Inc. 0.76% Add +10.9% 39,233 $1.7M
Legacy Edge Advisors, LLC 0.32% Add +34.5% 39,077 $1.7M
Evermay Wealth Management LLC 0.27% Reduce -9.3% 38,925 $1.7M
Pekin Hardy Strauss, Inc. 0.23% Add +2.3% 38,833 $1.7M
Gould Asset Management LLC 0.39% Reduce -21.9% 38,686 $1.7M
Bridgewealth Advisory Group, LLC 0.75% Add +0.8% 38,667 $1.7M
SilverOak Wealth Management LLC 0.41% Add +3.1% 38,644 $1.7M
Trust Point Inc. 0.14% Reduce -35.0% 38,601 $1.7M
Rinkey Investments 0.61% Add +0.7% 38,577 $1.7M
Stablepoint Partners, LLC 0.33% Add +50.3% 38,634 $1.7M
RS Crum Inc. 0.44% Reduce -2.5% 38,396 $1.7M
Greenwich Wealth Management LLC 0.12% Reduce -0.2% 38,305 $1.7M
Market Street Wealth Management Advisors LLC 0.29% Add +0.0% 38,224 $1.7M
Crescent Grove Advisors, LLC 0.18% Add +8.4% 38,040 $1.7M
Compass Advisory Group LLC 0.74% Add +1.3% 37,995 $1.7M
FSA Advisors, Inc. 1.73% Reduce -4.5% 38,006 $1.7M
Holistic Financial Partners 0.83% Reduce -5.9% 37,659 $1.6M
FFT Wealth Management LLC 0.15% Reduce -0.2% 37,633 $1.6M
HUB Investment Partners, LLC 0.08% Add +11.6% 37,563 $1.6M
Matrix Asset Advisors Inc. 0.20% Add +4.2% 37,528 $1.6M
NBT Bank, N.A. 0.12% Reduce -1.5% 36,698 $1.6M
Global Trust Asset Management, LLC 0.66% Reduce -0.5% 37,188 $1.6M
Pine Valley Investments Ltd Liability Co 0.12% Add +7.7% 37,083 $1.6M
General Partner, Inc. 1.03% Add +0.6% 36,998 $1.6M
One Capital Management, LLC 0.06% Add +0.1% 36,922 $1.6M
Capasso Planning Partners LLC 0.52% Reduce -14.1% 36,905 $1.6M
Rockland Trust Co. 0.09% Reduce -15.2% 36,862 $1.6M
Foundations Investment Advisors, LLC 0.04% Reduce -0.0% 36,855 $1.6M
Golden Road Advisors LLC 1.33% Reduce -4.2% 35,854 $1.6M
Aspen Grove Capital, LLC 0.38% Reduce -11.7% 36,514 $1.6M
KMG Fiduciary Partners, LLC 0.16% Reduce -0.5% 36,333 $1.6M
Red Lighthouse Investment Management, LLC 0.66% Add +0.1% 36,195 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -10.9% 36,192 $1.6M
NorthRock Partners, LLC 0.06% Reduce -8.2% 36,155 $1.6M
Maripau Wealth Management LLC 1.08% Add +55.9% 36,141 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -0.8% 35,965 $1.6M
West Financial Advisors, LLC 0.33% Reduce -0.1% 35,848 $1.6M
Verum Partners LLC 0.51% Add +5.3% 35,788 $1.6M
Wealthcare Advisory Partners LLC 0.05% Reduce -0.1% 35,692 $1.6M
Independent Advisor Alliance 0.05% Reduce -14.4% 35,431 $1.6M
Valley Wealth Managers, Inc. 0.12% Reduce -2.1% 35,218 $1.5M
Edge Financial Advisors LLC 1.59% Add +70.2% 35,008 $1.5M
BlackDiamond Wealth Management, LLC 1.00% Add +44.3% 35,147 $1.5M
LongView Wealth Management 0.56% Reduce -3.9% 34,743 $1.5M
Merriman Wealth Management, LLC 0.07% Add +8.6% 34,678 $1.5M
Nabity-Jensen Investment Management Inc 1.24% Reduce -0.3% 34,659 $1.5M
Phillips Financial Management, LLC 0.12% Reduce -1.5% 34,495 $1.5M
Motiv8 Investments LLC 1.12% Reduce -21.0% 34,409 $1.5M
Mechanics Financial Corp 0.77% Reduce -32.3% 34,406 $1.5M
Mayport, LLC 0.53% Add +0.0% 34,291 $1.5M
Navalign, LLC 0.47% Add +1.2% 34,015 $1.5M
Pachira Investments Inc. 1.31% Reduce -4.3% 33,861 $1.5M
St Germain D J Co. Inc. 0.07% Reduce -10.6% 33,851 $1.5M
Asset Management Group, Inc. 0.22% Add +1.1% 33,735 $1.5M
Gridiron Partners, LLC 0.94% No change 33,718 $1.5M
Charter Oak Capital Management, LLC 0.15% Reduce -9.1% 33,685 $1.5M
Novak & Powell Financial Services, Inc. 0.92% Add +0.1% 33,673 $1.5M
Enterprise Bank & Trust Co 0.50% Reduce -0.2% 33,635 $1.5M
HBW Advisory Services LLC 0.24% Reduce -12.2% 33,473 $1.5M
Rockingstone Advisors LLC 0.75% Reduce -0.7% 33,357 $1.5M
Wit, LLC 43.83% Add +1.8% 33,253 $1.5M
Liberty Capital Management, Inc. 0.34% Add +41.1% 33,102 $1.4M
Daymark Wealth Partners, LLC 0.07% Add +45.2% 33,083 $1.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +1.7% 33,032 $1.4M
World Investment Advisors 0.09% New 33,014 $1.4M
Baker Boyer National Bank 0.50% Add +30.7% 32,985 $1.4M
Continuum Advisory, LLC 0.21% Reduce -3.7% 32,901 $1.4M
Windsor Capital Management, LLC 0.44% Reduce -2.7% 32,759 $1.4M
Shepherd Financial Partners LLC 0.18% Reduce -5.2% 32,755 $1.4M
Dakota Wealth Management 0.03% Reduce -3.8% 32,743 $1.4M
Gotham Asset Management 0.02% Reduce -0.2% 32,652 $1.4M
Krilogy Financial LLC 0.11% Reduce -5.8% 32,562 $1.4M
Breed's Hill Capital LLC 1.26% No change 32,480 $1.4M
Kitching Partners, LLC 2.58% Add +0.6% 32,448 $1.4M
Nova R Wealth, Inc. 0.73% Reduce -2.6% 32,425 $1.4M
Titleist Asset Management, LLC 0.21% Add +131.6% 32,404 $1.4M
Upper Left Wealth Management, LLC 1.28% Add +24.1% 32,327 $1.4M
Oxford Financial Group, LTD. LLC 0.09% Add +1.2% 32,265 $1.4M
Gilbert & Cook, Inc. 0.21% Add +5.4% 32,175 $1.4M
Cape Cod Five Cents Savings Bank 0.14% Reduce -2.4% 31,962 $1.4M
Renaissance Technologies 0.00% New 31,909 $1.4M
Victory Financial Group, LLC 0.65% Add +17.0% 31,898 $1.4M
Interchange Capital Partners, LLC 0.51% Add +66.2% 31,842 $1.4M
Keel Point, LLC 0.13% Reduce -4.6% 31,555 $1.4M
Certus Wealth Management, LLC 1.06% Reduce -1.5% 31,769 $1.4M
Armbruster Capital Management, Inc. 0.29% Reduce -0.9% 31,695 $1.4M
Diversified Trust Co. 0.04% Add +1.0% 31,612 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.39% Reduce -8.5% 31,488 $1.4M
Maia Wealth LLC 0.41% — 30,475 $1.4M
North Star Investment Management Corp. 0.10% Reduce -11.5% 31,407 $1.4M
First Trust Advisors LP 0.00% Add +2.1% 31,161 $1.4M
Global Financial Private Client, LLC 0.57% Add +2.1% 31,122 $1.4M
Bakala Capital LLC 9.79% Add +17.7% 31,037 $1.4M
GAM Holding AG 0.10% Reduce -22.5% 31,000 $1.4M
Arbor Trust Wealth Advisors, LLC 0.70% Add +1.3% 30,665 $1.3M
Silver Oak Securities, Incorporated 0.20% Reduce -32.4% 30,631 $1.3M
Kendall Capital Management 0.45% Reduce -0.8% 30,584 $1.3M
MorganRosel Wealth Management, LLC 0.47% Add +5.4% 30,526 $1.3M
Centiva Capital, LP 0.07% New 30,429 $1.3M
HBK Sorce Advisory LLC 0.05% Reduce -1.9% 30,298 $1.3M
Morton Brown Family Wealth, LLC 0.52% Reduce -18.1% 29,863 $1.3M
Cobblestone Capital Advisors LLC 0.08% Reduce -0.2% 30,023 $1.3M
Bruce G. Allen Investments, LLC 1.10% Reduce -2.9% 29,993 $1.3M
Coyle Financial Counsel LLC 0.47% No change 31,361 $1.3M
Capital Group Private Client Services, Inc. 0.01% Add +147.5% 29,932 $1.3M
Rosenberg Matthew Hamilton 0.39% Reduce -15.9% 29,853 $1.3M
Appleton Partners Inc. 0.10% Add +2.9% 29,902 $1.3M
Family Wealth Partners, LLC 0.67% Add +9.1% 29,703 $1.3M
Sabal Trust CO 0.08% Add +11.1% 29,701 $1.3M
First Nebraska Trust Co 0.13% Reduce -1.9% 29,656 $1.3M
Choate Investment Advisors 0.03% Reduce -19.2% 29,589 $1.3M
Bleakley Financial Group, LLC 0.04% Add +5.1% 29,582 $1.3M
Windham Capital Management, LLC 1.01% No change 29,512 $1.3M
Carret Asset Management, LLC 0.15% Reduce -0.7% 29,480 $1.3M
Pathway Financial Advisors LLC 0.35% Add +0.3% 29,361 $1.3M
Park National Corp. 0.05% Reduce -16.5% 29,339 $1.3M
Bahl & Gaynor LLC 0.01% Add +1.3% 29,189 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +18.6% 29,177 $1.3M
Financial Planning & Information Services, Inc. 0.19% Reduce -23.8% 29,048 $1.3M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 28,840 $1.3M
Forza Wealth Management, LLC 0.65% No change 28,787 $1.3M
Prudent Man Advisors, LLC 0.44% Add +0.1% 26,138 $1.3M
Conservest Capital Advisors, Inc. 0.14% No change 29,954 $1.3M
Arcadia Investment Management Corp. 0.21% No change 28,581 $1.3M
Pictet North America Advisors SA 0.14% New 28,500 $1.2M
Thrive Capital Management, LLC 0.57% New 28,446 $1.2M
Wilson & Boucher Capital Management, LLC 0.95% No change 28,306 $1.2M
Cambridge Capital Management, LLC 0.91% Reduce -2.0% 28,162 $1.2M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.23% Reduce -6.5% 27,968 $1.2M
Lanark Financial, Inc. 0.11% Reduce -4.1% 27,965 $1.2M
Cypress Wealth Services, LLC 0.27% Reduce -6.0% 27,940 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -62.2% 27,926 $1.2M
Certified Advisory Corp 0.15% Add +4.1% 27,908 $1.2M
Jump Financial, LLC 0.03% New 27,897 $1.2M
Lindbrook Capital, LLC 0.11% No change 27,896 $1.2M
Baron Silver Stevens Financial Advisors, LLC 0.23% Reduce -2.8% 27,831 $1.2M
Retirement Investment Advisors, Inc. 0.15% — 27,826 $1.2M
Rossmore Private Capital 0.16% Reduce -82.0% 27,818 $1.2M
Independent Financial Group, LLC 0.05% Add +17.0% 27,680 $1.2M
John G Ullman & Associates Inc. 0.18% Reduce -2.1% 27,669 $1.2M
Hassell Wealth Management, LLC 0.54% Add +0.5% 27,796 $1.2M
Granite Investment Partners, LLC 0.05% Reduce -9.8% 27,528 $1.2M
Quadrant Capital Group LLC 0.09% No change 27,504 $1.2M
Pitcairn Co. 0.07% Reduce -2.9% 27,503 $1.2M
City Holding Co. 0.18% Add +8.1% 27,428 $1.2M
Sowell Financial Services LLC 0.06% Reduce -5.3% 27,398 $1.2M
C M Bidwell & Associates Ltd. 0.80% Reduce -24.7% 27,333 $1.2M
Seldon Capital LP 0.66% No change 27,148 $1.2M
Bigelow Investment Advisors, LLC 0.56% Reduce -2.3% 27,038 $1.2M
HSBC Holdings PLC 0.00% Add +9.3% 27,035 $1.2M
Five Oceans Advisors 0.62% Reduce -18.2% 27,027 $1.2M
Balentine LLC 0.05% Reduce -42.4% 27,005 $1.2M
Investment Advisory Group, LLC 0.46% Add +8.6% 26,964 $1.2M
Relative Value Partners Group, LLC 0.15% Reduce -84.3% 26,925 $1.2M
Lake Street Private Wealth, LLC 0.15% Add +4.4% 26,925 $1.2M
Oak Family Advisors, LLC 0.45% Add +20.9% 26,811 $1.2M
Clarity Capital Advisors, LLC 0.91% Add +1.1% 26,808 $1.2M
Flagstar Securities, Inc. 0.32% Reduce -12.5% 26,804 $1.2M
Fca Corp. 0.37% Reduce -0.2% 26,636 $1.2M
Viewpoint Capital Management LLC 0.71% Reduce -50.0% 26,605 $1.2M
Security Benefit Life Insurance Co. 0.39% New 26,600 $1.2M
Innealta Capital, LLC 0.39% Reduce -3.7% 26,549 $1.2M
Scotia Capital Inc. 0.01% Add +0.0% 26,468 $1.2M
Chemistry Wealth Management LLC 0.30% Reduce -4.3% 26,432 $1.2M
Prio Wealth Limited Partnership 0.03% Reduce -43.0% 26,390 $1.2M
Foresight Capital Management Advisors, Inc. 0.78% New 26,380 $1.2M
Capital Analysts, LLC 0.05% Add +3.7% 26,361 $1.2M
GC Wealth Management RIA, LLC 0.23% Add +0.0% 26,344 $1.2M
First American Trust, FSB 0.12% Add +16.5% 26,271 $1.1M
United Advisor Group, LLC 0.36% Reduce -14.3% 26,221 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.12% Add +57.5% 26,177 $1.1M
Institute for Wealth Management, LLC. 0.15% Reduce -6.8% 25,907 $1.1M
Elgethun Capital Management 0.29% Add +0.2% 25,877 $1.1M
Well Done, LLC 0.23% Add +0.9% 25,740 $1.1M
Fidelis Capital Partners, LLC 0.16% Reduce -2.2% 26,382 $1.1M
SageView Advisory Group, LLC 0.07% Add +39.7% 25,619 $1.1M
N.E.W. Advisory Services LLC 0.12% Reduce -82.3% 25,556 $1.1M
Principal Financial Group Inc. 0.00% Reduce -0.9% 25,545 $1.1M
Petredis Investment Advisors LLC 0.12% Reduce -7.6% 25,494 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +4.2% 25,493 $1.1M
Moser Wealth Advisors, LLC 0.60% Reduce -5.5% 25,398 $1.1M
Sovereign Investment Advisors, LLC 0.41% Reduce -0.1% 27,019 $1.1M
ICONIQ Capital, LLC 0.02% New 25,359 $1.1M
Mayflower Financial Advisors, LLC 0.18% Reduce -8.0% 25,280 $1.1M
Sunesis Advisors, LLC 0.66% No change 25,217 $1.1M
First American Bank 0.08% Reduce -1.1% 25,150 $1.1M
First Interstate Bank 0.07% Add +0.6% 25,078 $1.1M
Journey Strategic Wealth LLC 0.05% Reduce -9.4% 25,073 $1.1M
Noble Family Wealth, LLC 0.32% Add +0.1% 25,038 $1.1M
Encompass Wealth Advisors, LLC 0.29% Reduce -1.0% 24,981 $1.1M
Chapin Davis, Inc. 0.37% Reduce -0.6% 24,810 $1.1M
Carmichael Hill & Associates, Inc. 0.44% Add +0.7% 24,807 $1.1M
International Assets Investment Management, LLC 0.10% Reduce -35.7% 24,797 $1.1M
Motco 0.06% Reduce -28.8% 24,569 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Add +19.4% 24,556 $1.1M
Covestor Ltd 0.69% Add +0.5% 24,467 $1.1M
Black Diamond Financial, LLC 0.21% Reduce -3.8% 24,434 $1.1M
Redwood Investments, LLC 0.36% No change 24,320 $1.1M
Allen Capital Group, LLC 0.15% Add +4.6% 24,229 $1.1M
Highland Capital Management, LLC 0.06% Reduce -4.6% 24,132 $1.1M
StoneX Group Inc. 0.08% Add +22.1% 24,065 $1.1M
Everett Harris & Co. 0.01% Reduce -23.6% 24,013 $1.1M
Seaside Wealth Management, Inc. 0.43% Reduce -3.4% 23,969 $1.0M
Swmg, LLC 0.47% Add +20.8% 23,928 $1.0M
LifeGuide Financial Advisors, LLC 0.51% Add +3.1% 23,840 $1.0M
Rockwood Wealth Management, LLC 0.13% Add +24.9% 23,803 $1.0M
First National Bank & Trust Co. of Newtown 0.21% Add +2.3% 23,695 $1.0M
Peak Financial Management, Inc. 0.32% Reduce -1.6% 23,665 $1.0M
Kiley Juergens Wealth Management, LLC 0.29% Add +24.9% 23,597 $1.0M
National Philanthropic Trust 0.02% Reduce -7.0% 23,379 $1.0M
Narus Financial Partners, LLC 0.41% Add +1.6% 23,357 $1.0M
DB Fitzpatrick & Co, Inc 0.95% Add +416.8% 23,357 $1.0M
Mill Creek Capital Advisors, LLC 0.03% Reduce -6.6% 23,331 $1.0M
Washington Trust Bank 0.10% Reduce -4.4% 23,298 $1.0M
Dentgroup LLC 0.82% Reduce -8.6% 23,254 $1.0M
RHS Financial, LLC 0.62% Reduce -9.7% 23,254 $1.0M
Roberts Glore & Co. Inc. 0.31% Add +1.8% 23,225 $1.0M
ESL Trust Services, LLC 0.25% Add +0.7% 23,182 $1.0M
Plan Group Financial, LLC 0.62% Reduce -8.5% 23,132 $1.0M
True Vision MN LLC 0.66% Reduce -4.5% 23,126 $1.0M
Mechanics Bank Trust Department 0.14% Add +107.6% 23,067 $1.0M
FC Advisory LLC 0.37% Add +5.1% 23,005 $1.0M
Menora Mivtachim Holdings LTD. 0.01% New 23,000 $1.0M
Financial Guidance Group, Inc. 0.62% New 22,992 $1.0M
Nomura Asset Management Co. Ltd. 0.00% No change 22,900 $1.0M
WMS Partners, LLC 0.06% Reduce -5.8% 22,880 $1.0M
Synergy Financial Group, LTD 1.05% Add +19.1% 22,831 $999K
Studio Investment Management LLC 0.23% Add +13.1% 22,749 $995K
Asset Dedication, LLC 0.07% Add +34.5% 22,695 $993K
F&V Capital Management, LLC 0.29% Add +62.6% 22,580 $988K
Flputnam Investment Management Co. 0.02% Add +80.5% 22,576 $988K
Country Club Bank 0.07% Reduce -1.9% 22,558 $985K
Afg Fiduciary Services Limited Partnership 0.69% Reduce -2.0% 22,185 $982K
Diversified Portfolios, Inc. 0.13% Reduce -2.1% 22,322 $977K
Matthew Goff Investment Advisor, LLC 0.20% No change 22,065 $966K
Carrera Capital Advisors 0.32% — 22,060 $965K
Shakespeare Wealth Management, LLC 0.28% Add +14.8% 21,982 $962K
Eukles Asset Management 0.42% Reduce -6.8% 21,921 $959K
ETF Portfolio Partners, Inc. 0.30% Reduce -24.2% 21,881 $958K
Red Door Wealth Management, LLC 0.17% Add +5.1% 21,771 $953K
Catalyst Private Wealth, LLC 0.50% Add +4.3% 21,634 $947K
Webster Bank, N. A. 0.10% Add +1.0% 21,629 $946K
Stonebridge Financial Planning Group, LLC 0.47% Add +15.3% 21,586 $945K
LifePlan Investment Advisors, Inc. 0.68% Add +29.5% 21,513 $941K
Aspen Investment Management Inc 0.47% Reduce -0.6% 21,417 $937K
Unionview, LLC 0.76% Add +11.3% 21,400 $936K
Meridian Investment Counsel Inc. 0.29% Reduce -1.7% 21,313 $933K
Ausdal Financial Partners, Inc. 0.10% Add +0.5% 21,310 $933K
Cadence Wealth Management LLC 0.65% Add +215.8% 21,224 $929K
Westwood Holdings Group Inc. 0.01% Add +23.3% 21,168 $926K
Moors & Cabot, Inc. 0.05% Add +17.6% 20,993 $919K
Root Financial Partners, LLC 0.21% Add +27.5% 20,986 $918K
Catalyst Financial Partners LLC 0.20% Add +1.4% 20,960 $917K
Berkeley Capital Partners, LLC 0.28% Add +5.9% 20,935 $916K
Tufton Capital Management 0.18% Reduce -7.5% 20,914 $915K
Rainey & Randall Wealth Advisors Inc. 0.22% Reduce -4.8% 20,848 $912K
Davidson Trust Co. 0.63% Reduce -11.3% 20,836 $912K
Fisher Asset Management 0.00% Reduce -84.9% 20,791 $910K
Bragg Financial Advisors, Inc 0.04% Add +0.8% 20,750 $908K
Visionary Wealth Advisors 0.06% Add +3.6% 20,748 $908K
Orgel Wealth Management, LLC 0.02% Add +28.6% 20,694 $906K
Busey Bank 0.03% Reduce -24.9% 20,596 $901K
Ashton Thomas Securities, LLC 0.22% — 19,891 $901K
Private Capital Management LLC 0.18% Reduce -15.2% 20,515 $898K
Sax Wealth Advisors, LLC 0.09% Add +24.5% 20,496 $897K
Essex Financial Services, Inc. 0.07% Add +24.6% 20,572 $894K
Palisade Asset Management, LLC 0.09% No change 20,378 $892K
Evergreen Wealth Management, LLC 0.59% No change 20,336 $890K
Ifrah Financial Services, Inc. 0.25% Reduce -2.6% 20,309 $889K
BluePointe Capital Management, LLC 0.60% Reduce -49.3% 20,277 $887K
Sharp Wealth Advisory, LLC 0.76% Add +11.1% 20,213 $885K
First Financial Corp. 0.45% Add +5.8% 20,121 $880K
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.5% 20,138 $880K
Atlas Brown,Inc. 0.31% Add +206.3% 19,973 $874K
Rehmann Capital Advisory Group 0.06% Add +9.7% 19,751 $864K
PBMares Wealth Management LLC 0.21% Reduce -1.6% 19,705 $862K
Gradient Capital Advisors, LLC 0.31% Reduce -2.0% 19,645 $860K
Snowden Capital Advisors LLC 0.03% Reduce -0.5% 19,639 $859K
One Wealth Advisors, LLC 0.18% Reduce -2.5% 19,597 $853K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -0.1% 19,484 $853K
Formidable Asset Management, LLC 0.14% Add +304.5% 19,443 $851K
First National Corp. /Ma/ 0.20% Reduce -15.9% 19,432 $850K
NorthCrest Asset Manangement, LLC 0.03% Add +37.3% 19,429 $850K
Debussy Capital Management LP 0.24% Add +0.2% 19,414 $850K
Obsidian Personal Planning Solutions LLC 0.52% No change 19,411 $849K
DF Dent & Co. Inc. 0.01% No change 19,381 $848K
Gladstone Institutional Advisory LLC 0.04% Reduce -4.1% 19,293 $844K
Community Financial Services Group, LLC 0.18% Add +3.1% 19,196 $840K
Rf&l Wealth Management, LLC 0.64% Add +0.0% 19,183 $839K
Park Edge Advisors, LLC 0.25% Reduce -30.2% 19,049 $834K
Clear Harbor Asset Management, LLC 0.07% Reduce -5.0% 18,996 $831K
Long Road Investment Counsel, LLC 0.36% No change 18,980 $831K
IFG Advisory, LLC 0.05% Add +8.3% 18,958 $830K
Collective Family Office LLC 0.24% Add +11.0% 18,933 $829K
Invesco Ltd. 0.00% Add +6.8% 18,894 $827K
Parkside Investments, LLC 0.13% Reduce -0.4% 18,851 $825K
Conrad Siegel Investment Advisors, Inc. 0.24% Reduce -4.7% 18,795 $822K
Signet Financial Management, LLC 0.11% Reduce -20.1% 18,750 $820K
Fiduciary Financial Group, LLC 0.20% — 17,874 $812K
Integrated Investment Consultants, LLC 0.22% No change 19,375 $809K
Barrett & Company, Inc. 0.37% Add +0.4% 18,469 $808K
Plum Street Advisors, LLC 0.47% Reduce -3.8% 18,456 $808K
Twin Lakes Capital Management, LLC 0.55% Add +0.3% 18,398 $805K
Petix & Botte Co 0.23% Reduce -81.2% 18,379 $804K
Perritt Capital Management Inc 0.44% Reduce -3.9% 18,348 $803K
Arbor Wealth Advisors LLC 0.79% Reduce -10.1% 18,272 $800K
Gsa Capital Partners LLP 0.06% New 18,269 $799K
World Equity Group, Inc. 0.24% Reduce -49.9% 18,255 $799K
Prosperity Consulting Group, LLC 0.11% Reduce -5.0% 18,149 $794K
NWF Advisory Services Inc. 0.13% Add +2.0% 18,138 $794K
Aquire Wealth Advisors, LLC 0.27% Reduce -3.2% 18,117 $793K
BOS Asset Management, LLC 0.37% Reduce -2.8% 18,037 $789K
Keudell/Morrison Wealth Management 0.23% Add +13.6% 18,021 $789K
Richardson Financial Services Inc. 0.57% Add +2.0% 17,948 $785K
Zions Bancorporation, N.A. 0.06% Add +0.1% 17,907 $784K
Provida Pension Fund Administrator 0.02% No change 17,784 $781K
Hutchens & Kramer Investment Management Group, LLC 0.43% Add +2.4% 17,708 $777K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -0.3% 17,731 $776K
Treynor Bancshares, Inc. 0.81% Reduce -59.1% 17,687 $774K
Prostatis Group LLC 0.27% Reduce -9.3% 17,677 $774K
Emergent Wealth Advisors, LLC 0.62% Add +9.4% 17,521 $767K
WASHINGTON TRUST Co 0.03% Add +5.6% 17,519 $767K
Crestwood Advisors Group, LLC 0.02% Reduce -8.6% 17,427 $763K
Orrstown Financial Services Inc. 0.40% Reduce -4.8% 17,403 $762K
Essex LLC 0.17% Reduce -4.5% 17,377 $760K
Mustard Seed Financial, LLC 0.73% Add +1.0% 17,326 $758K
Westmount Partners, LLC 0.25% Add +4.8% 16,975 $745K
Washington Trust Advisors, Inc. 0.07% Reduce -6.1% 16,832 $737K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -3.3% 16,828 $736K
Roof Eidam Maycock Peralta, LLC 0.20% Add +8.1% 16,781 $734K
New Century Financial Group, LLC 0.31% New 16,771 $734K
Global Wealth Management Investment Advisory, Inc. 0.17% Reduce -5.8% 16,695 $731K
Morling Financial Advisors, LLC 0.32% Reduce -3.8% 16,593 $726K
Total Clarity Wealth Management, Inc. 0.25% Reduce -39.7% 16,569 $725K
Virtue Capital Management, LLC 0.12% Reduce -13.1% 16,514 $725K
Prosperity Planning, Inc. 0.25% Reduce -0.2% 16,541 $724K
River Wealth Advisors LLC 0.10% Reduce -10.2% 16,521 $723K
Financial Life Advisors 0.29% Reduce -20.1% 16,512 $723K
Jackson Creek Investment Advisors LLC 0.26% Add +8.1% 16,492 $722K
Baldwin Wealth Partners LLC 0.06% Add +2.6% 16,412 $718K
Ascent Wealth Partners, LLC 0.11% Reduce -9.2% 16,396 $717K
DecisionPoint Financial, LLC 0.24% Reduce -1.5% 16,124 $714K
Waypoint Wealth Partners Inc. 0.21% Reduce -1.8% 16,295 $713K
Kovack Advisors, Inc. 0.08% Reduce -1.2% 16,288 $713K
Stordahl Capital Management, Inc. 0.18% Reduce -1.1% 16,238 $711K
Legacy Bridge, LLC 0.42% No change 16,202 $709K
Rockport Wealth LLC 0.30% Reduce -2.4% 16,180 $708K
Summit Global Investments 0.05% Reduce -21.4% 16,164 $707K
Boston Research & Management Inc. 0.18% No change 16,147 $706K
Cora Capital Advisors LLC 0.36% Reduce -3.0% 16,056 $703K
Omnia Family Wealth, LLC 0.30% Add +1.0% 16,044 $702K
Seven Mile Advisory 0.52% Add +9.3% 16,036 $702K
Glass Jacobson Investment Advisors llc 0.25% Reduce -15.5% 15,990 $700K
NorthStar Asset Management LLC 0.48% Reduce -0.9% 15,918 $697K
Patten & Patten Inc. 0.05% Reduce -9.2% 15,799 $691K
Lynx Investment Advisory 0.51% — 15,798 $691K
Causeway Capital Management LLC 0.02% New 15,779 $690K
Cannon Financial Strategists, Inc. 0.13% Add +1.4% 15,619 $683K
My Personal CFO, LLC 0.36% Add +2.0% 15,571 $681K
Marshall Financial Group Inc. 0.22% Add +0.4% 15,560 $681K
Balanced Rock Investment Advisors LLC 0.57% Reduce -0.0% 15,471 $677K
Zacks Investment Management 0.01% Add +58.0% 15,460 $677K
InTrack Investment Management Inc 0.48% Reduce -1.6% 15,442 $676K
Goelzer Investment Management, Inc. 0.04% Reduce -10.3% 15,436 $675K
Cozad Asset Management Inc. 0.07% Reduce -7.0% 15,415 $675K
Lam Group, Inc. 0.57% Reduce -3.1% 15,370 $673K
MMBG Investment Advisors Co. 0.07% Reduce -22.1% 15,336 $671K
Sightline Wealth Advisors, LLC 0.42% Add +5.9% 15,309 $670K
AQR Capital Management 0.00% Add +40.8% 15,302 $670K
Advisors Capital Management, LLC 0.01% Reduce -1.8% 15,232 $667K
WCG Wealth Advisors LLC 0.05% Reduce -37.0% 15,191 $665K
RDA Financial Network 0.22% Reduce -6.8% 15,183 $664K
Freedom Investment Management, Inc. 0.05% Reduce -0.8% 15,180 $664K
Saranac Partners Ltd 0.39% Add +2.0% 15,135 $662K
Key Financial Inc 0.16% Add +4.1% 15,133 $662K
Cohen Capital Management, Inc. 0.11% Add +0.1% 15,063 $659K
Verus Capital Partners, LLC 0.07% Reduce -41.1% 14,977 $655K
Alamar Capital Management, LLC 0.40% — 14,952 $654K
Bridgewater Advisors Inc. 0.08% Reduce -1.9% 15,078 $652K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% Reduce -68.5% 14,845 $650K
Kaizen Financial Strategies 0.41% Add +17.9% 14,950 $650K
Fort Washington Investment Advisors Inc. 0.00% Reduce -8.1% 14,838 $649K
Warwick Investment Management, Inc. 0.15% Reduce -0.6% 14,809 $648K
Cromwell Holdings LLC 0.39% — 14,779 $647K
WealthShield Partners, LLC 0.10% Add +13.2% 14,761 $646K
Clifford Swan Investment Counsel LLC 0.02% No change 14,653 $641K
Cynosure Group, LLC 0.10% Reduce -16.4% 14,609 $639K
Hilltop Holdings Inc. 0.07% Add +5.8% 14,588 $638K
Aaron Wealth Advisors LLC 0.09% Add +0.3% 14,542 $636K
Bank of Marin 0.55% Reduce -24.3% 14,524 $636K
IHT Wealth Management, LLC 0.02% Reduce -18.0% 14,470 $633K
Sapient Capital LLC 0.01% Reduce -6.1% 14,426 $631K
Weik Capital Management 0.27% Reduce -0.7% 14,425 $631K
CX Institutional 0.03% Reduce -0.1% 14,360 $628K
Icon Wealth Advisors, LLC 0.06% Reduce -19.4% 14,167 $627K
Petra Financial Advisors Inc. 0.45% Add +24.5% 14,333 $627K
Missouri Trust & Investment Co 0.23% Reduce -5.0% 14,243 $623K
WFA of San Diego, LLC 0.56% — 14,223 $622K
Adero Partners, LLC 0.05% Reduce -8.5% 14,212 $622K
Emerald Advisors, LLC 0.09% Add +6.9% 14,185 $621K
Greenfield Savings Bank 0.32% Add +31.0% 14,113 $618K
Park Place Capital Corp 0.20% Add +0.2% 14,107 $617K
Archvest Wealth Advisors, Inc. 0.41% Reduce -27.2% 14,061 $617K
Voya Financial Advisors, Inc. 0.07% Add +7.0% 14,128 $617K
Cape Ann Savings Bank 0.38% Reduce -8.5% 14,091 $617K
American Financial & Tax Strategies Inc. 0.32% Add +0.0% 14,071 $616K
Trek Financial, LLC 0.05% Add +1.1% 14,057 $615K
PFG Investments, LLC 0.04% Reduce -90.1% 14,035 $614K
MA Private Wealth 0.12% Reduce -0.5% 13,954 $611K
HTG Investment Advisors, Inc. 0.33% Reduce -0.7% 13,949 $610K
Black Cypress Capital Management, LLC 0.58% Add +1.1% 13,935 $610K
Lion Street Advisors, LLC 0.23% Reduce -14.0% 13,913 $609K
Geller Advisors LLC 0.05% Add +12.5% 13,910 $609K
Kraft Asset Management, LLC 0.51% No change 13,908 $609K
Accurate Wealth Management, LLC 0.15% Add +80.3% 13,431 $606K
Quantum Financial Advisors, LLC 0.11% Reduce -6.7% 13,844 $606K
Optimum Investment Advisors 0.27% Reduce -7.4% 13,835 $605K
Morton Capital Management LLC 0.14% Add +14.4% 13,821 $605K
Sharper & Granite LLC 0.29% Add +4.4% 13,813 $604K
Montecito Bank & Trust 0.12% Reduce -14.1% 13,665 $598K
Glen Eagle Advisors, LLC 0.11% Add +0.3% 13,614 $596K
Marshall Financial Group, LLC 0.17% Reduce -7.5% 13,590 $595K
ARK & TLK Investments, LLC 0.22% Reduce -8.7% 13,517 $592K
Essex Bank 0.16% Reduce -51.5% 13,411 $587K
Savvy Advisors, Inc. 0.19% Add +34.2% 13,403 $587K
Squire Investment Management Company, LLC 0.33% Add +8.9% 13,361 $585K
Realta Investment Advisors 0.11% Reduce -7.8% 13,311 $582K
Nicolet Advisory Services, LLC 0.06% Reduce -14.6% 12,932 $582K
Private Wealth Management Group, LLC 0.25% Add +31.8% 13,279 $581K
Swisher Financial Concepts, Inc. 0.59% Reduce -8.8% 13,168 $580K
U.S. Capital Wealth Advisors, LLC 0.02% Add +5.5% 13,240 $579K
Harbour Capital Advisors, LLC 0.14% Reduce -1.7% 13,194 $579K
White Pine Capital LLC 0.22% Reduce -1.5% 13,216 $578K
Moneco Advisors, LLC 0.08% Reduce -17.8% 13,203 $578K
NorthLanding Financial Partners, LLC 0.61% Reduce -0.2% 13,154 $576K
WP Advisors, LLC 0.18% Reduce -7.9% 13,106 $574K
Castleview Partners, LLC 0.32% Reduce -48.5% 13,033 $570K
Etesian Wealth Advisors, Inc. 0.32% No change 13,028 $570K
QRG Capital Management, Inc. 0.01% Add +17.0% 13,012 $569K
Asset Allocation Strategies LLC 0.19% New 12,947 $567K
Gryphon Financial Partners LLC 0.08% Add +22.8% 12,907 $565K
Brown Wealth Management, LLC 0.23% Reduce -16.6% 12,892 $564K
Revisor Wealth Management LLC 0.39% Add +51.2% 12,888 $564K
James Hambro & Partners LLP 0.03% Reduce -7.0% 12,880 $564K
Madden Advisory Services, Inc. 0.29% Add +23.1% 12,873 $563K
Schwartz Investment Counsel Inc. 0.02% Add +0.3% 12,765 $559K
Wealth Architects, LLC 0.07% Reduce -5.7% 12,741 $558K
New Republic Capital, LLC 0.28% No change 12,717 $556K
Opinicus Capital, Inc. 0.47% Add +0.5% 12,713 $556K
CGC Financial Services, LLC 0.24% Add +2.6% 12,708 $556K
True Wealth Design, LLC 0.14% Reduce -1.9% 12,636 $553K
Total Wealth Planning, LLC 0.09% Reduce -7.5% 12,173 $553K
Founders Financial Securities LLC 0.05% Add +7.6% 12,598 $551K
Insigneo Advisory Services, LLC 0.06% Reduce -12.5% 13,151 $551K
Twin Peaks Wealth Advisors, LLC 0.27% Add +42.9% 12,555 $549K
Alpha Omega Wealth Management LLC 0.10% No change 12,548 $549K
EPIQ Capital Group, LLC 0.19% Add +5.2% 12,512 $548K
Liberty Wealth Management LLC 0.10% Add +86.4% 20,974 $547K
Romano Brothers and Company 0.08% Add +14.0% 12,500 $547K
Accretive Wealth Partners, LLC 0.23% Add +4.7% 12,486 $546K
Warren Street Wealth Advisors, LLC 0.27% Reduce -9.6% 12,475 $546K
Capital Management Associates, Inc 0.33% Reduce -3.9% 12,460 $545K
Rappaport Reiches Capital Management, LLC 0.16% New 12,427 $544K
Forthright Family Wealth Advisory LLC 0.35% Add +4.8% 12,378 $542K
TFB Advisors LLC 0.18% Reduce -4.9% 12,372 $541K
Ackerman Capital Advisors, LLC 0.14% Add +39.5% 12,334 $540K
Bedel Financial Consulting, Inc. 0.08% Reduce -0.0% 12,282 $537K
Rothschild Capital Partners, LLC 0.15% Add +8.8% 12,254 $536K
Lakeridge Wealth Management LLC 0.32% Reduce -3.3% 12,167 $532K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -2.4% 12,117 $530K
First PREMIER Bank 0.14% Reduce -66.8% 12,122 $530K
Austin Asset Management Co Inc 0.11% Reduce -0.5% 12,093 $529K
Wescott Financial Advisory Group, LLC 0.06% Add +9.7% 12,066 $528K
Global Assets Advisory, LLC 0.84% Reduce -23.4% 12,028 $526K
Meredith Wealth Planning 0.27% Reduce -16.9% 11,914 $521K
Arista Wealth Management, LLC 0.14% Add +8.0% 11,875 $520K
FineMark National Bank & Trust 0.02% Reduce -14.9% 11,819 $517K
High Net Worth Advisory Group LLC 0.16% Reduce -7.9% 11,791 $516K
BBR Partners, LLC 0.04% Reduce -15.3% 11,774 $515K
Next Capital Management LLC 0.22% No change 11,768 $515K
Banque Pictet & Cie SA 0.01% No change 11,760 $515K
Peak Asset Management, LLC 0.10% Reduce -29.3% 11,758 $515K
City Center Advisors, LLC 0.61% No change 12,312 $514K
Buckingham Capital Management, Inc. 0.06% Add +9.0% 11,633 $509K
Firestone Capital Management 0.14% Reduce -0.1% 11,530 $505K
Strategic Financial Services, Inc. 0.03% No change 11,500 $503K
Oarsman Capital, Inc. 0.11% Reduce -2.9% 11,496 $503K
Sterling Investment Advisors, Ltd. 0.14% Reduce -14.5% 11,492 $503K
OmniStar Financial Group, Inc. 0.45% Add +29.9% 11,444 $501K
MSH Capital Advisors LLC 0.17% No change 11,385 $498K
Modern Wealth Management, LLC 0.04% Add +17.4% 11,367 $497K
Schechter Investment Advisors, LLC 0.04% No change 11,325 $496K
Peirce Capital Management, LLC 0.26% Reduce -7.9% 11,246 $492K
TFG Advisers LLC 0.19% Reduce -4.6% 11,235 $492K
Personal Cfo Solutions, LLC 0.08% Add +0.1% 11,230 $491K
Sage Capital Advisors,llc 0.14% Add +2.4% 11,120 $487K
Dimension Capital Management LLC 0.10% No change 11,115 $486K
Absolute Capital Management, LLC 0.29% Add +25.1% 11,100 $486K
MeadowBrook Investment Advisors LLC 0.47% Reduce -3.1% 9,766 $483K
SeaBridge Investment Advisors LLC 0.12% New 11,000 $481K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -9.1% 10,962 $480K
Gateway Wealth Partners, LLC 0.14% Reduce -1.9% 10,958 $480K
TCI Wealth Advisors, Inc. 0.05% Add +10.3% 10,937 $479K
Boltwood Capital Management 0.15% No change 10,935 $479K
WealthCollab, LLC 0.34% Reduce -0.5% 10,852 $475K
Affinity Capital Advisors, LLC 0.10% Reduce -2.9% 10,846 $475K
L & S Advisors Inc 0.06% Reduce -0.9% 10,792 $472K
Anson Capital, Inc. 0.46% Reduce -0.4% 10,726 $469K
Alliance Wealth Advisors, LLC 0.30% Reduce -15.5% 10,696 $468K
Western Wealth Management, LLC 0.03% Reduce -1.5% 10,631 $465K
Wealthstream Advisors, Inc. 0.17% Add +0.4% 10,621 $465K
Fortis Advisors, LLC 0.33% Add +0.4% 10,579 $463K
Hikari Tsushin, Inc. 0.04% No change 10,579 $463K
Archer Investment Corp 0.14% Add +36.4% 10,573 $463K
Avaii Wealth Management, LLC 0.26% Reduce -1.8% 10,566 $462K
Invst, LLC 0.05% Add +16.9% 10,537 $462K
LVM Capital Management Ltd. 0.05% Add +1.1% 10,563 $462K
Live Oak Private Wealth LLC 0.08% No change 10,555 $462K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -32.2% 10,547 $462K
Willow Creek Wealth Management Inc. 0.05% No change 10,501 $460K
Tradition Wealth Management, LLC 0.04% Reduce -6.3% 10,424 $456K
Front Row Advisors LLC 0.16% Reduce -0.6% 10,362 $453K
Optimist Retirement Group LLC 0.24% Reduce -6.6% 10,344 $453K
Cassady Schiller Wealth Management, LLC 0.18% No change 10,334 $452K
Wealthquest Corp 0.05% Reduce -1.8% 10,330 $452K
Riverview Capital Advisers, LLC 0.15% Add +0.1% 10,324 $452K
Harmony Asset Management LLC 0.19% Add +4.7% 10,322 $452K
Davidson Investment Advisors 0.02% New 10,270 $449K
Sunpointe, LLC 0.29% New 10,253 $449K
RCS Financial Planning, LLC 0.26% Reduce -12.4% 10,244 $448K
Aspire Wealth Management Corp 0.26% Add +3.4% 10,213 $447K
Heritage Financial Services, LLC 0.06% Reduce -12.8% 10,208 $447K
Jacobi Capital Management LLC 0.04% Reduce -11.0% 10,194 $446K
Probity Advisors, Inc. 0.09% Reduce -6.3% 10,136 $444K
Vantage Financial Partners Ltd., Inc. 0.11% Reduce -6.3% 10,120 $443K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $443K
Beaird Harris Wealth Management, LLC 0.04% Reduce -12.8% 10,100 $442K
Neumann Capital Management, LLC 0.15% Add +20.2% 10,100 $442K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -2.6% 10,056 $440K
Spinnaker Trust 0.03% Add +0.3% 10,033 $439K
Lincoln Capital LLC 0.10% Add +7.5% 9,995 $437K
Burt Wealth Advisors 0.12% Reduce -28.6% 9,978 $437K
Cordgrass Capital Advisors, LLC 0.14% No change 9,942 $435K
Curi Capital, LLC 0.01% Reduce -10.8% 9,924 $434K
Montag A & Associates Inc. 0.02% Reduce -2.5% 9,915 $434K
Tiemann Investment Advisors, LLC 0.19% Reduce -0.9% 9,865 $432K
Ironwood Investment Counsel, LLC 0.08% Reduce -21.4% 9,851 $431K
Kelly Financial Services LLC 0.15% Add +0.4% 9,829 $430K
Silver Oak Advisory Group, Inc. 0.24% Add +0.3% 9,831 $430K
Buckhead Capital Management LLC 0.15% No change 9,819 $430K
Syverson Strege & Co 0.15% No change 9,815 $430K
Dearborn Partners LLC 0.02% Add +43.8% 9,777 $428K
Legacy Wealth Asset Management, LLC 0.12% Reduce -4.5% 9,773 $428K
J. W. Coons Advisors, LLC 0.08% Add +20.6% 9,753 $427K
Inscription Capital, LLC 0.07% Add +9.3% 9,735 $426K
DGS Capital Management, LLC 0.12% Add +8.0% 9,693 $424K
State Street Corp. 0.00% Add +45.3% 9,647 $422K
Fortis Capital Advisors, LLC 0.15% Add +17.5% 9,640 $422K
Beese Fulmer Investment Management, Inc. 0.04% No change 9,634 $422K
ETF Store, Inc. 0.43% Reduce -1.6% 9,629 $421K
FAS Wealth Partners, Inc. 0.04% Reduce -16.8% 9,596 $420K
KG Capital Management 0.14% Add +14.2% 9,561 $418K
Valley Forge Investment Consultants Inc. Adv 0.16% Add +88.4% 9,559 $418K
Monograph Wealth Advisors, LLC 0.06% Reduce -22.0% 9,531 $417K
Smith Anglin Financial, LLC 0.04% Reduce -17.5% 9,526 $417K
Chesley Taft & Associates LLC 0.02% No change 9,526 $417K
LCM Capital Management Inc 0.26% Reduce -7.1% 9,510 $416K
M3 Advisory Group, LLC 0.34% Add +0.1% 9,505 $416K
LaSalle St. Investment Advisors, LLC 0.21% Add +19.5% 9,458 $414K
Nicolet Bankshares Inc. 0.09% Reduce -15.8% 9,450 $414K
MBA Advisors LLC 0.21% Reduce -17.0% 9,387 $411K
Stevens Capital Partners 0.21% Reduce -7.3% 9,383 $411K
Diversified, LLC 0.05% Add +43.9% 9,370 $410K
Ade, LLC 0.28% Add +6.5% 9,348 $409K
Clearstead Trust, LLC 0.10% Reduce -0.5% 9,334 $408K
Cohen Investment Advisors LLC 0.33% Reduce -10.1% 10,411 $408K
Gries Financial LLC 0.08% No change 9,279 $406K
Sawgrass Asset Management LLC 0.04% No change 9,267 $406K
Centerpoint Advisors, LLC 0.15% Add +10639.5% 9,236 $404K
Graypoint LLC 0.03% Reduce -23.2% 9,228 $404K
Boston Family Office LLC 0.03% Reduce -43.3% 9,208 $403K
Legacy Financial Group LLC 0.08% Reduce -1.2% 9,204 $403K
Baker Ellis Asset Management LLC 0.06% Reduce -2.4% 9,183 $402K
Level Four Advisory Services, LLC 0.02% Reduce -40.2% 9,168 $401K
Sachetta, LLC 0.17% Reduce -0.1% 9,154 $398K
Guyasuta Investment Advisors Inc. 0.03% No change 9,635 $396K
Aua Capital Management, LLC 0.24% Reduce -42.6% 9,030 $395K
Obermeyer Wealth Partners 0.02% No change 9,030 $395K
Duncker Streett & Co. Inc. 0.08% Add +0.2% 8,972 $393K
Kingswood Wealth Advisors, LLC 0.04% Add +0.9% 8,963 $392K
Horizons Wealth Management 0.31% Reduce -35.7% 8,920 $392K
Baldwin Investment Management, LLC 0.05% Add +0.0% 8,948 $392K
Clearwater Capital Advisors, LLC 0.04% Add +0.0% 8,891 $389K
Kathleen S. Wright Associates Inc. 0.18% Add +52.8% 8,857 $388K
Councilmark Asset Management, LLC 0.27% No change 8,840 $387K
Wealth Group, Ltd. 0.28% Add +27.2% 8,814 $386K
Strategic Advisors LLC 0.07% Reduce -36.0% 8,777 $384K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.7% 8,757 $383K
CIC Wealth, LLC 0.10% Add +0.9% 8,702 $381K
Pioneer Wealth Management Group 0.20% Reduce -7.1% 8,684 $380K
Telos Capital Management, Inc. 0.04% Reduce -64.7% 8,677 $380K
Rogco, LP 0.15% Reduce -15.7% 8,630 $378K
Integral Investment Advisors, Inc. 0.14% Add +7.7% 8,614 $376K
McLean Asset Management Corp 0.12% Add +0.0% 8,316 $374K
Forum Financial Management, LP 0.01% Reduce -94.8% 8,555 $374K
Marino, Stram & Associates LLC 0.09% Reduce -1.1% 8,541 $374K
Colorado Capital Management, Inc. 0.21% Reduce -8.4% 8,516 $373K
Atlanta Consulting Group Advisors, LLC 0.08% No change 8,511 $372K
Pettinga Financial Advisors LLC 0.09% Reduce -5.0% 8,503 $372K
Klingenstein Fields & Co. LP 0.02% No change 8,498 $372K
Smith Salley Wealth Management 0.03% Reduce -12.4% 8,429 $369K
Hill Island Financial LLC 0.12% No change 8,425 $369K
Wellspring Financial Advisors, LLC 0.04% New 8,402 $368K
Mma Asset Management LLC 0.17% Add +8.0% 8,397 $367K
Certuity, LLC 0.03% Reduce -46.6% 8,384 $367K
Maryland Capital Advisors Inc. 0.20% Reduce -0.8% 8,319 $364K
Fee-Only Financial Planning, L.C. 0.24% No change 8,310 $364K
Platform Technology Partners 0.12% — 8,238 $360K
Broadleaf Partners, LLC 0.09% Reduce -83.7% 8,220 $360K
Coastwise Capital Group, LLC 0.35% Add +0.1% 8,166 $357K
Sonoma Private Wealth LLC 0.58% Reduce -39.6% 8,152 $357K
Glassman Wealth Services 0.07% Reduce -4.2% 8,150 $357K
Caldwell Trust Co 0.04% Add +81.9% 8,122 $355K
Security National Bank of So Dak 0.21% No change 8,061 $353K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.15% No change 8,022 $351K
JTC Employer Solutions Trustee Ltd 0.02% No change 8,020 $351K
Thompson Siegel & Walmsley LLC 0.01% Reduce -10.3% 8,010 $351K
Melfa Wealth Management, Inc. 0.25% Reduce -0.5% 8,015 $351K
Pinnacle Financial Group, LLC / IL 0.15% Add +9.0% 7,965 $349K
Financial Perspectives, Inc 0.13% Reduce -6.2% 7,962 $348K
RPS Advisory Solutions LLC 0.32% — 7,950 $348K
TPG Advisors LLC 0.30% — 7,934 $347K
Maple Capital Management, Inc. 0.03% New 7,929 $347K
Blackston Financial Advisory Group, LLC 0.19% New 3,069 $346K
Exchange Bank 0.29% Add +18.9% 7,892 $345K
Cooper Financial Group 0.05% Add +14.8% 7,886 $345K
Acorn Wealth Advisors, LLC 0.17% Reduce -0.7% 7,879 $345K
Hubbell Strickland Wealth Management, LLC 0.17% Add +0.8% 7,859 $344K
Dover Advisors, LLC 0.21% New 7,846 $343K
Financial Alternatives, Inc 0.26% Add +0.2% 7,834 $343K
Ballentine Capital Advisors, Inc 0.18% Reduce -13.7% 7,831 $343K
New Harbor Financial Group, LLC 0.11% Reduce -66.8% 7,825 $342K
Intergy Private Wealth, LLC 0.14% No change 7,818 $342K
American Institute for Advanced Investment Management, LLP 0.26% Reduce -24.1% 7,810 $342K
Fortress Wealth Management, Inc. 0.17% Add +4.2% 7,779 $340K
Providence First Trust Co 0.15% No change 7,749 $339K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Add +0.7% 7,717 $338K
SeaCrest Wealth Management, LLC 0.04% Add +21.3% 7,709 $337K
Fragasso Financial Advisors Inc 0.03% Reduce -39.5% 7,693 $337K
SMH Capital Advisors Inc. 1.03% Add +0.1% 7,684 $336K
IVC Wealth Advisors LLC 0.19% Reduce -2.2% 7,683 $336K
Jeppson Wealth Management, LLC 0.13% Reduce -1.5% 7,648 $335K
Independent Wealth Network Inc. 0.16% Reduce -4.0% 7,642 $334K
Lunt Capital Management, Inc. 0.16% No change 7,639 $334K
Cadence Bank 0.03% No change 7,626 $334K
Cannell & Spears LLC 0.01% No change 7,610 $333K
Schorn Wealth LLC 0.12% Reduce -18.1% 7,608 $333K
Coordinated Financial Services, Inc. 0.29% Add +0.6% 7,606 $333K
Ocean Park Asset Management, LLC 0.02% Add +17.2% 7,588 $332K
Janiczek Wealth Management, LLC 0.07% Reduce -97.7% 7,586 $332K
Ironwood Wealth Management, LLC. 0.11% No change 7,495 $328K
ABLE Financial Group, LLC 0.12% Add +4.9% 7,465 $327K
Tenon Financial LLC 0.25% Add +7.5% 7,425 $325K
Raleigh Capital Management Inc. 0.14% Reduce -0.5% 7,389 $323K
SC&H Financial Advisors, Inc. 0.08% Reduce -38.0% 7,373 $323K
St. Clair Advisors, LLC 0.10% Reduce -13.8% 7,316 $320K
Trustco Bank Corp. N Y 0.34% Reduce -32.9% 7,312 $320K
Southland Equity Partners LLC 0.09% Reduce -88.7% 7,284 $319K
Cambridge Financial Group, LLC 0.15% Reduce -10.9% 7,264 $318K
Apexium Financial, LP 0.02% Add +0.1% 7,250 $317K
Blue Barn Wealth, LLC 0.18% Reduce -0.6% 7,229 $316K
Accredited Investors Inc. 0.02% Reduce -5.0% 7,213 $316K
Narwhal Capital Management 0.03% No change 7,190 $315K
TFC Financial Management, Inc. 0.06% Add +2.5% 7,165 $314K
Stratos Investment Management, LLC 0.03% Add +0.2% 7,158 $313K
Perennial Investment Advisors, LLC 0.04% Add +6.5% 7,146 $313K
Matisse Capital 0.15% No change 7,100 $311K
Goldstein Advisors, LLC 0.05% No change 7,089 $310K
EnRich Financial Partners LLC 0.11% Add +1.3% 7,083 $310K
Quent Capital, LLC 0.03% Add +7.0% 7,079 $310K
TrueWealth Advisors, LLC 0.11% Add +6.0% 7,059 $309K
Shorepoint Capital Partners LLC 0.07% Add +3.6% 7,039 $308K
Brandes Investment Partners, LP 0.00% New 7,049 $308K
Napa Wealth Management 0.21% Add +17.1% 7,001 $306K
Horan Securities, Inc. 0.13% Add +8.5% 6,976 $305K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 6,957 $304K
Power Wealth Management LLC 0.14% Reduce -7.8% 6,903 $302K
Poplar Forest Capital LLC 0.04% No change 6,864 $300K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% Reduce -25.0% 6,811 $298K
Essential Planning, LLC. 0.13% Reduce -2.1% 6,796 $297K
Resources Management Corp. /CT/ 0.04% Reduce -1.7% 6,762 $296K
Logan Capital Management Inc. 0.01% No change 6,755 $296K
Strait & Sound Wealth Management LLC 0.15% New 6,711 $294K
Twin City Private Wealth, LLC 0.28% Reduce -3.3% 6,706 $293K
Mascoma Wealth Management LLC 0.08% Add +0.0% 6,682 $292K
LS Investment Advisors, LLC 0.05% Reduce -3.4% 6,667 $292K
Azimuth Capital Investment Management LLC 0.01% New 6,666 $292K
DHK Financial Advisors, Inc. 0.20% Reduce -94.0% 6,656 $291K
Pallas Capital Advisors LLC 0.01% New 6,560 $291K
1832 Asset Management L.P. 0.00% Add +207.5% 6,642 $291K
Biechele Royce Advisors 0.10% Reduce -8.6% 6,610 $289K
Americana Partners, LLC 0.02% No change 6,600 $289K
Capital Insight Partners, LLC 0.05% Reduce -2.4% 6,592 $288K
Mystic Asset Management, Inc. 0.12% Add +5.0% 6,586 $288K
Vestia Personal Wealth Advisors 0.31% — 6,581 $288K
Accel Wealth Management 0.12% New 6,576 $288K
RAM Investment Partners, LLC 0.08% Reduce -0.8% 6,568 $287K
Bellwether Advisors, LLC 0.06% No change 6,555 $287K
MAS Advisors LLC 0.68% Reduce -81.7% 6,527 $286K
Evernest Financial Advisors, LLC 0.13% Add +0.3% 6,521 $285K
Patton Albertson Miller Group, LLC 0.04% Reduce -2.4% 6,515 $285K
Cornerstone Advisory, LLC 0.04% Reduce -11.3% 6,511 $285K
VeraBank, N.A. 0.09% Reduce -6.9% 6,485 $284K
Cidel Asset Management Inc. 0.02% No change 6,483 $284K
Carnegie Investment Counsel 0.01% Reduce -20.8% 6,483 $284K
Activest Wealth Management 0.09% Reduce -62.3% 6,457 $283K
Sunbelt Securities, Inc. 0.03% Reduce -0.4% 6,454 $282K
Kennicott Capital Management LLC 0.12% Add +0.0% 6,451 $282K
Quantinno Capital Management LP 0.01% New 6,446 $282K
Elser Financial Planning, Inc 0.05% — 6,426 $281K
Bell Investment Advisors, Inc 0.06% Add +46.4% 6,412 $281K
Wealthspan Partners, LLC 0.15% Add +31.7% 6,385 $279K
Etfidea, LLC 0.09% Add +3.5% 6,351 $278K
Trifecta Capital Advisors, LLC 0.06% No change 6,348 $278K
Biltmore Family Office, LLC 0.05% Add +7.2% 6,347 $278K
Lodestone Wealth Management LLC 0.15% Add +2.8% 6,337 $277K
JBR Co Financial Management Inc 0.19% No change 6,317 $276K
Pacific Financial Group Inc. 0.20% Reduce -10.0% 6,315 $276K
CVA Family Office, LLC 0.05% Reduce -0.1% 6,292 $275K
Latitude Advisors, LLC 0.17% Add +6.9% 6,280 $275K
Columbia Advisory Partners LLC 0.27% Add +5.6% 6,271 $274K
Capital Planning LLC 0.08% Reduce -1.5% 6,271 $274K
Fairman Group, LLC 0.28% Add +12.9% 6,269 $274K
Anchor Investment Management, LLC 0.03% Add +0.0% 6,268 $274K
Brown Financial Advisory 0.21% No change 6,267 $274K
MPS Loria Financial Planners, LLC 0.09% Reduce -18.2% 6,259 $274K
Maltin Wealth Management, Inc. 0.15% Add +12.5% 6,257 $274K
McIlrath & Eck, LLC 0.04% Reduce -0.7% 6,249 $273K
MIdWestOne Financial Group, Inc. 0.05% No change 6,243 $273K
Laffer Tengler Investments, Inc. 0.07% Reduce -6.8% 6,227 $272K
Edgestream Partners, L.P. 0.01% New 6,220 $272K
Financial Freedom, LLC 0.15% No change 6,214 $272K
ProVise Management Group, LLC 0.02% Reduce -5.8% 6,210 $272K
Montgomery Investment Management Inc. 0.11% No change 6,200 $271K
Curran Financial Partners, LLC 0.09% Reduce -2.4% 6,193 $271K
Colton Groome Financial Advisors, LLC 0.11% Add +0.5% 6,174 $270K
Sterling Financial Planning, Inc. 0.11% Reduce -38.7% 6,148 $269K
Camelot Technology Advisors, Inc. 0.25% Add +0.0% 6,143 $269K
Mirador Capital Partners LP 0.05% Reduce -93.9% 6,127 $268K
Chico Wealth RIA 0.25% Reduce -11.3% 6,125 $268K
True North Advisors, LLC 0.07% Reduce -1.2% 6,123 $268K
Founders Financial Alliance, LLC 0.08% Reduce -8.2% 6,079 $266K
Bond & Devick Financial Network, Inc. 0.14% No change 6,073 $266K
Clarity Wealth Advisors, LLC 0.09% Add +2.5% 6,072 $266K
Indiana Trust & Investment Management Co 0.10% Reduce -4.6% 6,063 $265K
Moloney Securities Asset Management, LLC 0.04% Add +0.5% 6,040 $264K
Oldfather Financial Services, LLC 0.11% No change 6,034 $264K
FDx Advisors, Inc. 0.07% Reduce -12.4% 6,023 $264K
Fidelity D & D Bancorp Inc. 0.20% No change 6,015 $263K
Coppell Advisory Solutions LLC 0.04% — 6,010 $263K
First Financial Bank - Trust Division 0.03% New 5,999 $263K
Blueprint Investment Partners LLC 0.06% Reduce -5.2% 5,997 $262K
Old Port Advisors 0.08% Reduce -0.9% 5,986 $262K
Clayton Financial Group LLC 0.11% Add +8.3% 6,218 $260K
LJI Wealth Management, LLC 0.06% Add +0.7% 5,911 $259K
FinTrust Capital Advisors, LLC 0.05% Add +31.6% 5,907 $258K
Grandfield & Dodd, LLC 0.02% No change 5,868 $257K
Paulson Wealth Management Inc. 0.07% Reduce -16.5% 5,853 $256K
Foster & Motley Inc. 0.02% Reduce -5.0% 5,858 $256K
Clear Creek Financial Management, LLC 0.03% Add +1.5% 5,797 $256K
Richard W. Paul & Associates, LLC 0.10% Add +1.3% 5,835 $255K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -47.6% 5,802 $254K
First Foundation Advisors 0.01% Reduce -18.8% 5,797 $254K
Seed Wealth Management, Inc. 0.22% No change 5,790 $253K
Aprio Wealth Management, LLC 0.05% Reduce -15.4% 5,782 $253K
Investmark Advisory Group LLC 0.13% Add +0.2% 5,780 $253K
Strategic Wealth Partners, Ltd. 0.03% Add +12.5% 5,770 $252K
Twelve Points Wealth Management LLC 0.09% Add +5.2% 5,766 $252K
Ruedi Wealth Management, Inc. 0.10% Reduce -0.8% 5,760 $252K
Sebold Capital Management, Inc. 0.17% Reduce -18.0% 5,759 $252K
American National Bank & Trust 0.03% Add +159.8% 5,749 $252K
Sequent Planning LLC 0.09% New 5,719 $251K
YHB Investment Advisors, Inc. 0.02% No change 5,710 $250K
Midland Wealth Advisors, LLC 0.01% New 5,685 $249K
LexAurum Advisors, LLC 0.06% Reduce -6.8% 5,681 $249K
Tyche Wealth Partners LLC 0.06% Reduce -36.6% 5,678 $248K
Evergreen Private Wealth LLC 0.12% Reduce -1.9% 5,665 $248K
Byrne Asset Management LLC 0.21% New 5,660 $247K
Transcendent Capital Group LLC 0.14% Add +9.2% 5,632 $246K
Argent Advisors, Inc. 0.10% Add +0.2% 5,630 $246K
Security National Bank of Sioux City Iowa 0.18% Reduce -0.5% 5,606 $245K
Oakworth Capital, Inc. 0.02% Reduce -1.9% 5,605 $245K
Jag Capital Management, LLC 0.03% Reduce -0.6% 5,592 $245K
First Command Advisory Services, Inc. 0.00% Add +6.8% 5,871 $244K
Alexander Randolph Advisory, Inc. 0.23% No change 5,583 $244K
Common Fund for Nonprofit Organizations 0.03% New 5,560 $243K
Primoris Wealth Advisors, LLC 0.19% No change 5,502 $241K
Empirical Asset Management, LLC 0.09% Add +15.6% 60,006 $241K
Integris Wealth Management, LLC 0.07% No change 5,499 $241K
Sage Mountain Advisors LLC 0.02% Reduce -30.4% 5,473 $239K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $239K
RKL Wealth Management LLC 0.02% Reduce -8.9% 5,456 $239K
Confluence Wealth Services, Inc. 0.02% Reduce -11.7% 5,443 $238K
Orcam Financial Group 0.25% New 5,407 $237K
Tradewinds, LLC. 0.07% New 5,403 $236K
Sloy Dahl & Holst, LLC 0.05% No change 5,365 $235K
Cahill Wealth Management, LLC 0.14% Add +0.4% 5,316 $233K
Austin Wealth Management, LLC 0.05% Reduce -2.0% 5,119 $232K
Olde Wealth Management, LLC 0.09% New 5,323 $232K
Team Hewins, LLC 0.10% Reduce -1.3% 5,299 $232K
Jmac Enterprises LLC 0.04% Add +0.0% 5,278 $231K
Colonial River Investments, LLC 0.12% Reduce -1.2% 5,252 $230K
Colonial Trust Co / SC 0.04% Reduce -2.1% 5,191 $227K
Adirondack Trust Co. 0.09% No change 5,190 $227K
Birchbrook, Inc. 0.14% Reduce -0.3% 5,168 $226K
Capital Advisors Wealth Management, LLC 0.04% Add +0.1% 5,157 $226K
ORG Partners LLC 0.03% New 5,139 $226K
Villere St Denis J & Co. LLC 0.02% No change 5,153 $225K
USA Financial Formulas 0.04% Reduce -12.2% 5,149 $225K
Northstar Advisory Group, LLC 0.13% Reduce -0.3% 5,130 $224K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.0% 5,112 $224K
Redmond Asset Management, LLC 0.07% New 5,110 $224K
AAF Wealth Management, LLC 0.12% New 5,104 $223K
Quadrant Private Wealth Management, LLC 0.05% New 5,095 $223K
Advisory Alpha, LLC 0.01% Reduce -36.9% 5,079 $222K
Pine Haven Investment Counsel, Inc 0.19% No change 5,048 $221K
MBE Wealth Management, LLC 0.13% No change 5,026 $220K
Ameliora Wealth Management Ltd. 0.10% No change 5,000 $219K
Lokken Investment Group LLC 0.10% New 4,999 $219K
Embree Financial Group 0.04% Reduce -10.7% 4,966 $217K
Instrumental Wealth, LLC 0.22% New 4,976 $215K
Mosley Wealth Management 0.18% New 4,889 $214K
Evoke Wealth, LLC 0.31% Reduce -99.5% 4,885 $214K
Dudley Capital Management, LLC 0.12% No change 4,846 $212K
My Legacy Advisors, LLC 0.07% Reduce -14.1% 4,845 $212K
Advance Capital Management, Inc. 0.01% Reduce -17.1% 4,829 $211K
Retirement Planning Co of New England, Inc. 0.11% Reduce -5.8% 4,826 $211K
Index Fund Advisors, Inc. 0.01% New 4,791 $210K
McCollum Christoferson Group LLC 0.06% New 4,770 $209K
First National Trust Co 0.01% Reduce -5.9% 4,769 $209K
Hibernia Wealth Partners, LLC 0.07% Reduce -48.1% 4,768 $209K
Mayfair Advisory Group, LLC 0.14% New 4,575 $209K
Burkett Financial Services, LLC 0.11% Add +0.4% 4,758 $208K
L.M. Kohn & Company 0.06% Reduce -41.0% 4,754 $208K
Whitegate Investment Counselors, Inc. 0.06% New 4,750 $208K
Apeiron RIA LLC 0.06% Reduce -7.2% 4,741 $207K
Signify Wealth 0.30% New 4,740 $207K
LCNB Corp. 0.08% New 4,732 $207K
Geometric Wealth Advisors 0.04% New 4,732 $207K
Forum Private Client Group LLC 0.10% Reduce -9.1% 4,719 $207K
Urban Financial Advisory Corp 0.13% New 4,717 $206K
Perkins Coie Trust Co 0.05% No change 4,716 $206K
Wick Capital Partners, LLC 0.07% New 4,701 $206K
Caitlin John, LLC 0.15% Reduce -18.2% 4,690 $205K
Bull Street Advisors, LLC 0.10% New 5,610 $205K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -3.2% 4,696 $205K
Eq LLC 0.12% New 4,675 $205K
LVW Advisors, LLC 0.03% Reduce -30.0% 4,675 $205K
Peregrine Asset Advisers, Inc. 0.08% Reduce -3.9% 4,674 $205K
Concord Wealth Partners 0.04% Reduce -10.1% 4,640 $203K
First Pacific Financial 0.05% Reduce -42.2% 4,631 $203K
Worth Financial Advisory Group, LLC 0.13% New 4,604 $201K
Cook Wealth, LLC 0.11% Reduce -4.7% 4,654 $201K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -34.0% 4,597 $201K
Headlands Technologies LLC 0.02% New 4,549 $199K
Salem Investment Counselors Inc. 0.01% Add +0.3% 4,283 $187K
GAMMA Investing LLC 0.03% Add +52.5% 4,234 $185K
Redwood Wealth Management Group, LLC 0.14% New 4,146 $181K
DT Investment Partners, LLC 0.02% No change 4,140 $181K
Sugarloaf Wealth Management, LLC 0.03% Add +27.6% 3,945 $173K
Princeton Global Asset Management LLC 0.04% Add +688.9% 3,763 $165K
S.A. Mason LLC 0.09% No change 3,703 $162K
S&T Bank 0.04% No change 3,697 $162K
Spotlight Asset Group, Inc. 0.11% No change 3,696 $162K
Versant Capital Management, Inc 0.04% Reduce -28.0% 3,679 $161K
Capital Advisors, Ltd. LLC 0.02% Reduce -9.9% 3,623 $159K
Pacifica Partners Inc. 0.07% Add +31.8% 3,395 $152K
DHJJ Financial Advisors, Ltd. 0.06% No change 3,440 $151K
Kiely Wealth Advisory Group, Inc. 0.08% No change 3,426 $149K
Cornerstone Planning Group LLC 0.04% Reduce -17.6% 3,500 $147K
Pension & Wealth Management Advisors, Inc. 0.08% Reduce -0.6% 3,322 $145K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.4% 3,226 $141K
Rothschild Investment LLC 0.01% Reduce -19.6% 3,158 $138K
Atticus Wealth Management, LLC 0.04% Reduce -5.3% 3,105 $136K
Caldwell Sutter Capital, Inc. 0.07% Add +1.8% 3,048 $133K
Bogart Wealth, LLC 0.01% Add +7.5% 3,009 $132K
HHM Wealth Advisors, LLC 0.02% Reduce -8.6% 2,918 $128K
Ramirez Asset Management, Inc. 0.03% Add +0.0% 2,903 $127K
VitalStone Financial, LLC 0.09% Reduce -3.6% 2,855 $125K
Tacita Capital Inc 0.09% Reduce -51.0% 2,833 $124K
Pin Oak Investment Advisors Inc. 0.12% No change 2,818 $123K
Cape Investment Advisory, Inc. 0.05% Reduce -36.9% 2,792 $122K
Blue Bell Private Wealth Management, LLC 0.03% Add +56.5% 2,766 $121K
Hazlett, Burt & Watson, Inc. 0.06% Add +0.0% 2,756 $121K
CKW Financial Group 0.02% No change 2,756 $121K
Independence Bank of Kentucky 0.03% Reduce -7.5% 2,757 $121K
Old Second National Bank of Aurora 0.03% Reduce -0.6% 2,701 $118K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +155.1% 2,411 $109K
SouthState Bank Corp 0.01% Reduce -5.8% 2,487 $109K
Coston, McIsaac & Partners 0.03% No change 2,448 $107K
Provenance Wealth Advisors, LLC 0.01% No change 2,429 $106K
Tucker Asset Management LLC 0.02% Reduce -10.8% 2,296 $100K
GPS Wealth Strategies Group, LLC 0.01% Add +182.2% 2,159 $94K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 2,144 $94K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -40.7% 2,086 $91K
Vermillion & White Wealth Management Group, LLC 0.07% Add +9.9% 2,072 $91K
Mitchell Sinkler & Starr 0.02% Add +168.9% 1,990 $88K
Russell Investments Group, Ltd. 0.00% Add +181.5% 2,004 $88K
Harbor Investment Advisory, LLC 0.01% No change 1,981 $87K
West Paces Advisors Inc. 0.02% No change 1,976 $86K
Armstrong Advisory Group, Inc. 0.01% Reduce -30.8% 1,897 $83K
Investors Research Corp 0.02% Add +10.1% 1,883 $82K
Friedenthal Financial 0.05% Add +4.8% 1,879 $82K
Stephens Consulting, LLC 0.02% Add +0.6% 1,866 $82K
Chesapeake Asset Management LLC 0.08% Add +9.8% 1,843 $81K
IAG Wealth Partners, LLC 0.02% Reduce -12.3% 1,830 $80K
Register Financial Advisors LLC 0.04% Reduce -22.5% 1,801 $79K
CNB Bank 0.04% No change 1,800 $79K
TD Capital Management LLC 0.01% Add +0.3% 1,787 $78K
Angeles Wealth Management, LLC 0.01% Reduce -57.9% 1,781 $78K
Cedar Wealth Management, LLC 0.03% No change 1,780 $78K
Arlington Trust Co LLC 0.02% No change 1,750 $77K
BBJS Financial Advisors, LLC 0.03% No change 1,720 $75K
Gradient Investments LLC 0.00% Reduce -3.4% 1,708 $75K
Aberdeen Wealth Management LLC 0.05% No change 1,705 $75K
Jamison Private Wealth Management, Inc. 0.01% Reduce -4.1% 1,697 $74K
Peoples Financial Services Corp. 0.03% No change 1,697 $74K
Main Street Group, LTD 0.03% Reduce -24.1% 1,680 $74K
MidAtlantic Capital Management, Inc. 0.06% Reduce -93.5% 1,554 $68K
Pittenger & Anderson Inc. 0.00% Reduce -29.5% 1,548 $68K
Triad Wealth Partners, LLC 0.04% New 1,525 $67K
First Community Trust NA 0.06% Reduce -12.9% 1,500 $66K
Heritage Wealth Advisors 0.00% No change 1,380 $60K
GeoWealth Management, LLC 0.00% Add +1.1% 1,377 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,361 $60K
Winch Advisory Services, LLC 0.02% Add +0.1% 1,351 $59K
SIMA Wealth Partners, LLC 0.06% — 1,337 $59K
Robinson Capital Management, LLC 0.02% No change 1,325 $58K
Strategic Financial Concepts, LLC 0.03% Add +5569.1% 1,209,506 $58K
Ridgewood Investments LLC 0.03% New 1,314 $58K
Advantage Trust Co 0.04% No change 1,221 $53K
Nordwand Advisors, LLC 0.02% No change 1,220 $53K
Sound Income Strategies, LLC 0.00% Reduce -14.5% 1,201 $53K
Lowe Wealth Advisors, LLC 0.02% Add +9038.5% 1,188 $52K
WR Wealth Planners, LLC 0.02% Reduce -21.1% 1,130 $49K
Institutional & Family Asset Management, LLC 0.01% No change 1,115 $49K
Tompkins Financial Corp. 0.01% No change 1,114 $49K
RFP Financial Group LLC 0.02% No change 1,074 $47K
Addison Advisors LLC 0.01% Reduce -0.3% 1,034 $45K
Clear Point Advisors Inc. 0.04% Add +0.3% 1,007 $44K
Valley National Advisers Inc. 0.01% Reduce -2.8% 1,017 $44K
SOA Wealth Advisors, LLC. 0.01% Reduce -32.2% 993 $43K
Mowery & Schoenfeld Wealth Management, LLC 0.06% New 990 $43K
Tsfg, LLC 0.01% No change 949 $42K
Sit Investment Associates Inc. 0.00% No change 950 $42K
Silicon Valley Capital Partners 0.01% Add +0.3% 955 $42K
Field & Main Bank 0.02% New 920 $40K
Hall Laurie J Trustee 0.01% No change 900 $39K
Toth Financial Advisory Corp. 0.00% Add +0.1% 830 $36K
FSC Wealth Advisors, LLC 0.03% Add +0.4% 826 $36K
Angeles Investment Advisors, LLC 0.00% Reduce -98.6% 825 $36K
Signature Resources Capital Management, LLC 0.03% Add +14.9% 825 $36K
Hoey Investments, Inc. 0.01% New 824 $36K
Evensky & Katz LLC 0.00% Add +0.4% 793 $35K
Fairscale Capital, LLC 0.03% — 767 $35K
Frazier Financial Advisors, LLC 0.03% Add +0.5% 788 $34K
GHP Investment Advisors, Inc. 0.00% Add +21.5% 781 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 750 $33K
Tidemark, LLC 0.02% Reduce -13.3% 750 $33K
Macroview Investment Management LLC 0.03% Reduce -56.2% 740 $32K
Canton Hathaway, LLC 0.01% No change 738 $32K
Operose Advisors LLC 0.01% Reduce -93.6% 723 $32K
Opal Wealth Advisors, LLC 0.01% Add +38.4% 710 $31K
Boyd Watterson Asset Management LLC 0.01% No change 700 $31K
Turtle Creek Wealth Advisors, LLC 0.01% New 696 $30K
Dogwood Wealth Management LLC 0.02% Reduce -63.2% 695 $30K
Gables Capital Management Inc. 0.02% No change 666 $29K
Element Wealth, LLC 0.02% Add +1.7% 654 $29K
Northwest Capital Management Inc 0.01% Reduce -42.8% 649 $28K
Elevate Wealth Advisory, Inc. 0.02% No change 636 $28K
NFSG Corp 0.01% Add +0.2% 619 $27K
Beacon Capital Management, LLC 0.00% Reduce -34.6% 596 $26K
Financial Gravity Asset Management, Inc. 0.01% Reduce -2.5% 434 $26K
Richardson Capital Management LLC 0.02% Reduce -70.6% 532 $23K
Sanctuary Wealth Management, L.L.C. 0.02% Add +272.6% 503 $22K
Godsey & Gibb, Inc. 0.00% New 490 $21K
Anfield Capital Management, LLC 0.01% No change 488 $21K
Chris Bulman Inc 0.01% — 487 $21K
HighMark Wealth Management LLC 0.01% Add +71.9% 483 $21K
Wetzel Investment Advisors, Inc. 0.01% No change 506 $21K
Y.D. More Investments Ltd 0.00% No change 463 $20K
American Capital Advisory, LLC 0.01% Reduce -1.7% 469 $19K
Banque Cantonale Vaudoise 0.00% No change 427 $19K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.2% 428 $19K
Abich Financial Wealth Management LLC 0.01% Reduce -64.3% 425 $19K
Ransom Advisory, Ltd 0.01% No change 414 $18K
Elevation Wealth Partners, LLC 0.01% No change 414 $18K
Tyler-Stone Wealth Management 0.01% Add +7.7% 408 $18K
Toronto Dominion Bank 0.00% Reduce -100.0% 400 $18K
Acima Private Wealth, LLC 0.01% No change 365 $16K
Wiser Advisor Group LLC 0.02% Add +38.7% 355 $16K
Balefire, LLC 0.01% Add +911.4% 354 $15K
Ulland Investment Advisors, LLC 0.01% No change 335 $15K
Syntrinsic LLC 0.00% No change 334 $15K
Hantz Financial Services, Inc. 0.00% Reduce -7.9% 325 $14K
Dakota Community Bank & Trust NA 0.07% No change 318 $14K
Hobbs Group Advisors, LLC 0.01% — 305 $13K
LRI Investments, LLC 0.00% No change 301 $13K
Wells Financial Advisors INC 0.01% No change 300 $13K
Rakuten Securities, Inc. 0.01% Reduce -85.8% 300 $13K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 292 $13K
Plante Moran Financial Advisors, LLC 0.00% Reduce -74.6% 282 $12K
Strategic Investment Solutions, Inc. 0.00% — 245 $12K
Custom Portfolio Group LLC 0.01% No change 252 $11K
Bellevue Asset Management, LLC 0.01% No change 245 $11K
LGT Financial Advisors LLC 0.02% Add +0.5% 213 $9K
Walleye Trading LLC 0.00% Reduce -99.9% 212 $9K
Steph & Co. 0.00% Reduce -21.6% 211 $9K
Delta Asset Management LLC 0.00% No change 210 $9K
Global Wealth Strategies & Associates 0.00% Reduce -50.9% 200 $9K
M&R Capital Management Inc. 0.00% No change 200 $9K
Prestige Wealth Management Group LLC 0.00% Add +7.2% 178 $8K
Legend Financial Advisors, Inc. 0.01% Reduce -21.3% 174 $8K
Nemes Rush Group LLC 0.00% Reduce -84.4% 172 $8K
POM Investment Strategies, LLC 0.01% Add +253.2% 166 $7K
Atlantic Private Wealth, LLC 0.01% No change 159 $7K
Paladin Advisory Group, LLC 0.00% Reduce -51.4% 143 $6K
Van Eck Associates Corp. 0.00% No change 141 $6K
Orion Capital Management LLC 0.00% No change 134 $6K
Strengthening Families & Communities, LLC 0.00% New 116 $5K
Olistico Wealth, LLC 0.00% New 114 $5K
Cedar Mountain Advisors, LLC 0.00% No change 114 $5K
Broadwater Capital Management LLC 0.00% No change 112 $5K
Gen-Wealth Partners Inc 0.00% Add +9.1% 108 $5K
West Branch Capital LLC 0.00% New 104 $5K
SJS Investment Consulting Inc. 0.00% No change 104 $5K
Canada Pension Plan Investment Board 0.00% No change 100 $4K
Partnership Wealth Management, LLC 0.00% Add +1.0% 100 $4K
Pathway Financial Advisers, LLC 0.00% No change 98 $4K
Horizon Bancorp Inc. 0.00% Reduce -29.7% 102 $4K
PFS Partners, LLC 0.00% Add +1.1% 89 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.0% 84 $4K
Laurel Wealth Advisors LLC 0.00% No change 78 $3K
Highline Wealth Partners LLC 0.00% No change 75 $3K
Gilliland Jeter Wealth Management LLC 0.00% New 74 $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% No change 57 $2K
SRH Advisors, LLC 0.00% No change 51 $2K
Timber Creek Capital Management LLC 0.00% New 45 $2K
Painted Porch Advisors LLC 0.00% New 45 $2K
Sittner & Nelson, LLC 0.00% No change 44 $2K
Horizon Investments, LLC 0.00% Reduce -49.4% 43 $2K
SYM FINANCIAL Corp 0.00% Add +740.0% 42 $2K
Robbins Farley 0.00% No change 42 $2K
First Personal Financial Services 0.00% Reduce -93.3% 38 $2K
Lummis Asset Management, LP 0.00% No change 37 $2K
McClarren Financial Advisors, Inc. 0.01% Reduce -89.9% 3,063 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 23 $1K
Transamerica Financial Advisors, LLC 0.00% No change 6 $1K
Daiwa Securities Group Inc. 0.00% New 14 $1K
PSI Advisors, LLC 0.00% No change 22 $963
Central Pacific Bank - Trust Division 0.00% Reduce -85.0% 22 $963
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 22 $914
ZynergyRetirementPlanningLLC 0.00% — 20 $875
ICA Group Wealth Management, LLC 0.00% Reduce -99.9% 20 $875
Bradley & Co. Private Wealth Management, LLC 0.00% No change 16 $700
Redmont Wealth Advisors LLC 0.00% New 15 $656
SWAN Capital LLC 0.00% New 12 $525
Game Plan Financial Advisors, LLC 0.00% Reduce -71.4% 10 $437
Semmax Financial Advisors Inc. 0.00% No change 6 $272
Allianz Asset Management GmbH 0.00% Reduce -14.3% 6 $263
Oliver Lagore Vanvalin Investment Group 0.00% No change 2 $72

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