Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q3 2024 (September 30)
2,091holders +35
114new positions
84sold out
9famous investors
$49.17avg. 13F price*

At the end of Q3 2024, 2,091 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 35 from Q2 2024. 114 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($4.8B), Vanguard Group Inc. ($3.1B) and Northwestern Mutual Wealth Management Co. ($3.0B). 9 famous investors held it, including Ray Dalio (0.9% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions114$146.4M
Exits84$687.7M

All 13F filers, Q2 2024 → Q3 2024: 44,764,461 shares bought and 80,795,467 shares sold, net −36,031,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,091 holders

Bank of America Corp. 0.42% Add +4.3% 100,416,214 $4.8B
Vanguard Group Inc. 0.06% Add +6.3% 65,736,027 $3.1B
Northwestern Mutual Wealth Management Co. 2.63% Add +6.1% 61,771,416 $3.0B
Betterment LLC 6.72% Add +0.4% 58,838,225 $2.8B
Morgan Stanley 0.17% Add +5.8% 47,734,517 $2.3B
Wealthfront Advisers LLC 6.20% Add +3.4% 42,150,169 $2.0B
Envestnet Asset Management Inc. 0.65% Add +0.6% 41,921,978 $2.0B
Wells Fargo & Company 0.47% Reduce -0.4% 40,515,119 $1.9B
Wit, LLC 46.40% — 33,608 $1.6B
Empower Advisory Group, LLC 5.12% Add +2.6% 31,623,839 $1.5B
Northern Trust Corp. 0.20% Add +1.2% 25,395,373 $1.2B
Financial Engines Advisors L.L.C. 2.28% Add +2.4% 22,850,609 $1.1B
Goldman Sachs Group Inc. 0.19% Reduce -2.1% 20,293,249 $971.0M
Creative Planning 0.95% Reduce -3.3% 20,014,773 $957.7M
UBS Group AG 0.23% Reduce -1.4% 16,877,001 $807.6M
WealthNavi Inc. 8.80% Reduce -1.1% 16,080,266 $769.4M
JPMorgan Chase & Co. 0.06% Add +1.3% 14,464,403 $692.1M
Wealth Enhancement Advisory Services, LLC 1.46% Add +4.1% 14,168,112 $677.9M
South Dakota Investment Council 12.81% Add +0.3% 13,696,606 $655.4M
Royal Bank of Canada 0.13% Reduce -0.7% 12,463,007 $596.4M
Mariner, LLC 1.05% Add +3.3% 12,385,409 $592.7M
LPL Financial LLC 0.26% Add +3.7% 12,270,433 $587.1M
Sei Investments Co. 0.73% Reduce -1.1% 11,764,126 $562.9M
PNC Financial Services Group, Inc. 0.31% Reduce -0.7% 10,272,892 $491.6M
Tiaa Trust, National Association 1.44% Add +7.0% 10,113,314 $483.9M
Mercer Global Advisors Inc. 1.06% Add +9.2% 9,367,571 $451.5M
Bank of New York Mellon Corp 0.08% Reduce -11.7% 9,323,192 $446.1M
US Bancorp \de 0.52% Reduce -3.4% 8,486,616 $406.1M
Commonwealth Equity Services, LLC 0.50% Reduce -3.3% 6,936,994 $331.9M
Corient Private Wealth LP 0.52% Add +26.0% 7,113,526 $330.9M
Ameriprise Financial Inc. 0.08% Reduce -3.0% 6,589,403 $315.8M
Citigroup Inc. 0.29% Add +3.6% 6,571,767 $314.5M
Millburn Ridgefield LLC 7.84% Reduce -7.3% 6,250,375 $299.1M
Catalyst Capital Advisors LLC 6.74% Reduce -7.3% 6,250,375 $299.1M
Alaska Permanent Fund Corp 3.96% Reduce -2.0% 5,653,264 $270.5M
Envestnet Portfolio Solutions, Inc. 0.86% Add +0.6% 5,561,427 $266.1M
HighTower Advisors, LLC 0.36% Add +0.4% 5,049,611 $241.6M
Bank of Montreal 0.11% Reduce -30.5% 4,695,879 $226.6M
Manufacturers Life Insurance Company, The 0.20% Reduce -11.0% 4,697,573 $224.8M
Stifel Financial Corp. 0.23% Add +39.8% 4,671,006 $223.5M
Axiom Advisory, LLC 1.92% Add +10.3% 4,625,853 $206.0M
Valmark Advisers, Inc. 3.04% Add +1.8% 4,055,445 $194.1M
EP Wealth Advisors, LLC 1.67% Add +21.9% 4,050,806 $193.8M
Baird Financial Group, Inc. 0.35% Add +8.0% 3,813,825 $182.5M
CIBC Private Wealth Group LLC 0.33% Add +4.4% 3,790,766 $181.4M
Signaturefd, LLC 3.43% Add +3.2% 3,753,185 $179.6M
Mather Group, Llc. 2.24% Reduce -56.9% 3,647,275 $174.5M
Nicholas Hoffman & Company, LLC. 7.29% Add +7.9% 3,614,545 $173.0M
Wealthspire Advisors, LLC 1.76% Add +9.8% 3,613,807 $172.9M
Raymond James Financial Services Advisors, Inc. 0.23% Add +16.7% 3,545,236 $169.6M
Old Mission Capital LLC 3.70% Reduce -58.1% 3,526,967 $168.8M
Morningstar Investment Services LLC 1.69% Add +3.4% 3,433,715 $165.7M
Bridgewater Associates 0.93% Reduce -17.7% 3,422,405 $163.8M
Jane Street Group, LLC 0.26% Reduce -89.7% 3,354,529 $160.5M
Elm Partners Management LLC 10.89% Add +12.1% 3,185,985 $152.4M
Alliancebernstein L.P. 0.05% Add +5.2% 3,165,961 $151.5M
SCS Capital Management LLC 3.02% Reduce -10.8% 3,134,206 $150.0M
Jasper Ridge Partners, L.P. 4.18% Add +16.8% 3,065,429 $146.7M
Sand Hill Global Advisors, LLC 6.10% Add +1.4% 3,021,393 $144.6M
Nepc LLC 4.34% Add +9.1% 3,007,274 $143.9M
Regions Financial Corp. 1.01% Reduce -4.7% 2,933,498 $140.4M
Bridges Investment Management Inc. 1.95% Reduce -1.2% 2,912,910 $139.4M
Choreo, LLC 2.04% Add +2.3% 2,957,167 $139.1M
Cerity Partners LLC 0.30% Add +14.5% 2,848,504 $136.3M
Keybank National Association 0.52% Reduce -4.7% 2,828,667 $135.4M
Rwa Wealth Partners, LLC 1.62% Add +0.8% 2,708,407 $129.6M
M&T Bank Corp 0.43% Reduce -4.4% 2,705,788 $129.5M
Cetera Investment Advisers 0.28% Add +2.4% 2,687,075 $128.6M
JMG Financial Group, Ltd. 4.36% Add +2.6% 2,666,648 $127.6M
Jones Financial Companies LLLP 0.13% Add +2.6% 2,621,552 $125.8M
Ballentine Partners, LLC 2.13% Reduce -2.7% 2,601,801 $124.5M
Focus Partners Wealth 0.38% Reduce -29.2% 2,514,608 $120.3M
Osaic Holdings, Inc. 0.27% Reduce -6.6% 2,504,469 $119.9M
MAI Capital Management 1.14% Add +6.3% 2,491,175 $119.2M
Raymond James & Associates 0.07% Reduce -15.1% 2,480,173 $118.7M
MML Investors Services, LLC 0.42% Add +3.1% 2,395,051 $114.6M
Teacher Retirement System of Texas 0.54% Add +4.1% 2,358,513 $112.9M
Bokf, NA 1.99% Add +0.0% 2,314,055 $112.2M
BLB&B Advisors, LLC 5.56% Add +5.0% 2,276,432 $108.9M
Cliftonlarsonallen Wealth Advisors, LLC 2.48% Add +4.4% 2,248,115 $107.6M
Lake Street Advisors Group, LLC 4.91% Reduce -0.2% 2,216,320 $106.1M
Fusion Family Wealth, LLC 9.75% Add +5.5% 2,213,570 $105.9M
Ellevest, Inc. 5.86% Add +2.3% 2,211,011 $105.8M
Wedmont Private Capital 5.88% Add +14.1% 2,080,301 $103.0M
Badgley Phelps Wealth Managers, LLC 2.39% Add +2.6% 2,148,016 $102.8M
Facet Wealth, Inc. 2.70% Add +6.0% 2,037,632 $94.9M
Sofi Wealth, LLC 6.98% Add +8.4% 1,981,625 $94.8M
Rockefeller Capital Management L.P. 0.25% Reduce -4.3% 1,927,005 $92.2M
Lincoln National Corp. 2.93% Reduce -1.0% 1,911,716 $91.5M
Steele Capital Management, Inc. 4.55% Add +4.8% 1,820,720 $87.1M
Bessemer Group Inc. 0.14% Add +0.1% 1,732,301 $82.9M
Pure Financial Advisors, LLC 1.98% Add +7.5% 1,726,205 $82.6M
Modera Wealth Management, LLC 1.04% Reduce -1.7% 1,707,535 $81.7M
FMR LLC 0.00% Add +12.4% 1,694,400 $81.1M
Summit Trail Advisors, LLC 2.00% Add +5.1% 1,687,101 $80.7M
Fifth Third Bancorp 0.29% Reduce -3.7% 1,683,867 $80.6M
Money Design Co.,Ltd. 3.85% Reduce -19.3% 1,616,755 $77.4M
Janney Montgomery Scott LLC 0.21% Reduce -16.9% 1,564,479 $74.9M
Farmers & Merchants Investments Inc. 2.29% Add +1.6% 1,540,354 $73.7M
BNP Paribas Financial Markets 0.07% Add +56.0% 1,537,555 $73.6M
D.A. Davidson & Co. 0.60% Add +1.6% 1,524,026 $72.9M
Comerica Bank 0.29% Add +37.3% 1,513,173 $72.4M
Cambridge Associates LLC /Ma/ 2.67% Add +26.6% 1,492,337 $71.4M
Country Trust Bank 1.72% Reduce -0.2% 1,474,905 $70.6M
Truist Financial Corp. 0.11% Reduce -6.2% 1,439,376 $68.9M
Willis Johnson & Associates, Inc. 5.21% Reduce -28.3% 1,433,671 $68.6M
Janus Henderson Group PLC 0.04% Reduce -2.2% 1,427,494 $68.3M
Bank of Hawaii 2.80% Add +8.8% 1,400,538 $67.0M
Auto-Owners Insurance Co 1.53% No change 1,310,716 $62.7M
Peapack Gladstone Financial Corp. 0.90% Add +2.9% 1,305,380 $62.5M
Pathstone Holdings, LLC 0.27% Add +2.2% 1,280,706 $61.3M
Johnson Financial Group, LLC 7.41% Add +16.2% 1,274,938 $61.0M
Brown Advisory Inc. 0.08% Reduce -0.9% 1,267,834 $60.7M
Captrust Financial Advisors 0.18% Reduce -10.1% 1,261,120 $60.3M
Empowered Funds, LLC 0.95% Add +0.6% 1,260,379 $60.3M
Ally Invest Advisors Inc. 5.26% Add +3.9% 1,241,213 $59.4M
Cresset Asset Management, LLC 0.23% Reduce -4.4% 1,229,926 $58.9M
Tidal Investments LLC 0.64% Add +0.3% 1,215,066 $58.1M
Karpus Management, Inc. 1.61% Add +4.5% 1,209,273 $57.9M
Pacific Life Fund Advisors LLC 5.71% Reduce -3.0% 1,207,949 $57.8M
Coldstream Capital Management Inc. 1.24% Reduce -1.9% 1,202,158 $57.4M
Whittier Trust Co. of Nevada Inc. 1.43% Add +4.2% 1,158,202 $55.4M
Freestone Capital Holdings, LLC 1.90% Reduce -11.5% 1,149,654 $55.0M
Osborne Partners Capital Management, LLC 3.11% Add +1.3% 1,146,582 $54.9M
GenTrust, LLC 2.66% Add +24.1% 1,135,495 $54.3M
Whittier Trust Co. 0.70% Reduce -2.4% 1,093,400 $52.3M
Smithfield Trust Co 2.54% Add +0.4% 1,084,449 $51.8M
Marcum Wealth, LLC 4.76% Add +2.7% 1,070,044 $51.2M
Apella Capital, LLC 2.10% Add +6.9% 1,039,405 $51.1M
Monashee Investment Management LLC 5.65% Add +0.8% 1,066,560 $51.0M
Hirtle & Co., LLC 2.38% Add +2.6% 1,053,289 $50.4M
Commerce Bank 0.30% Reduce -1.1% 1,036,261 $49.6M
Strid Group, LLC 7.43% Add +5.2% 1,021,585 $48.9M
Litman Gregory Wealth Management LLC 3.96% Add +1.4% 991,143 $47.4M
First Financial Bankshares Inc 0.97% Add +1.5% 958,753 $45.9M
Tectonic Advisors LLC 3.01% Add +0.3% 957,990 $45.8M
PDS Planning, Inc 4.06% Reduce -12.7% 947,416 $45.3M
NewEdge Advisors, LLC 0.29% Add +6.3% 943,439 $45.1M
Evoke Wealth, LLC 1.23% Add +19111.7% 938,489 $44.9M
Moneta Group Investment Advisors LLC 0.63% Add +4.6% 912,815 $43.7M
Acropolis Investment Management, LLC 2.56% Add +0.9% 901,404 $43.1M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -4.4% 893,434 $42.8M
Silvercrest Asset Management Group LLC 0.28% Reduce -24.8% 860,360 $41.2M
Patriot Investment Management Group, Inc. 3.00% Reduce -0.0% 854,547 $40.9M
Invictus Private Wealth, LLC 3.23% Add +1.5% 851,874 $40.8M
TD Waterhouse Canada Inc. 0.33% Add +0.6% 839,806 $40.3M
Orion Porfolio Solutions, LLC 0.40% Reduce -2.7% 838,792 $40.1M
Orion Portfolio Solutions, LLC 0.40% Reduce -2.7% 838,792 $40.1M
Cullen/Frost Bankers, Inc. 0.55% Reduce -8.2% 836,386 $40.0M
Integrated Wealth Concepts LLC 0.46% Add +18.2% 786,735 $37.6M
Aptus Capital Advisors, LLC 0.56% Add +15.8% 774,532 $37.1M
Matrix Trust Co 6.88% Add +10.8% 769,011 $36.8M
Capital Advisors Inc. 0.73% Reduce -1.6% 762,753 $36.5M
Atria Wealth Solutions, Inc. 0.39% Reduce -7.6% 759,090 $36.3M
Rebalance, LLC 2.60% Reduce -0.3% 742,682 $35.5M
Equitable Holdings, Inc. 0.34% Add +6.5% 737,593 $35.3M
Axxcess Wealth Management, LLC 0.87% Add +0.6% 718,411 $34.4M
Valeo Financial Advisors, LLC 0.97% Reduce -10.2% 706,467 $33.8M
Capital Asset Advisory Services LLC 1.65% Add +0.9% 687,133 $33.0M
Larson Financial Group LLC 1.85% Add +11.4% 680,396 $32.6M
Mountain Capital Investment Advisors Inc. 7.08% Add +0.3% 705,632 $32.3M
Wilmington Savings Fund Society, FSB 0.58% Add +100.1% 672,567 $32.2M
Brandywine Oak Private Wealth LLC 3.11% Reduce -0.3% 671,833 $32.1M
Callan Capital, LLC 2.25% Add +1.5% 671,642 $32.1M
Sigma Investment Counselors Inc. 1.87% Reduce -0.6% 665,058 $31.8M
Allspring Global Investments Holdings, LLC 0.05% Reduce -13.5% 654,612 $31.3M
Atria Investments, Inc 0.38% Reduce -10.5% 646,798 $30.9M
Baker Avenue Asset Management, LP 0.98% Add +0.4% 646,675 $30.9M
Trust Co 3.72% Add +4.7% 645,796 $30.9M
Rakuten Investment Management, Inc. 0.18% Add +7.9% 639,945 $30.9M
Presilium Private Wealth, LLC 7.10% Add +7.2% 644,263 $30.8M
Avantax Advisory Services, Inc. 0.20% Add +3.9% 642,639 $30.8M
Staley Capital Advisers Inc. 1.37% Reduce -0.5% 638,791 $30.6M
Efficient Advisors, LLC 1.88% Add +1.1% 626,882 $30.0M
Klingman & Associates, LLC 1.86% Add +11.6% 626,510 $30.0M
Caprock Group, LLC 1.08% Reduce -1.6% 621,257 $29.7M
Sepio Capital, LP 2.29% Add +14.0% 614,728 $29.4M
Laird Norton Wetherby Trust Company, LLC 3.85% Add +7.0% 614,495 $29.4M
Dupont Capital Management Corp. 2.45% Reduce -27.6% 612,579 $29.3M
Bluespring Wealth Management, LLC 2.86% Add +1.0% 595,172 $28.5M
&partners 0.54% Add +0.1% 587,289 $28.1M
Garde Capital, Inc. 1.84% Reduce -4.2% 584,856 $28.0M
TD Asset Management Inc 0.02% Reduce -13.9% 571,881 $27.6M
Private Advisor Group, LLC 0.17% Reduce -9.1% 575,215 $27.5M
Thrivent Financial for Lutherans 0.05% Add +3.9% 575,074 $27.5M
Clark Asset Management, LLC 5.91% Add +34.3% 575,009 $27.5M
Redwood Investment Management, LLC 2.44% Reduce -23.5% 568,875 $27.4M
Blair William & Co. 0.08% Reduce -2.0% 572,489 $27.4M
Kestra Advisory Services, LLC 0.15% Reduce -3.6% 566,332 $27.1M
DAVENPORT & Co LLC 0.16% Add +2.5% 564,090 $27.0M
Hudock, Inc. 4.62% Add +1.7% 558,994 $26.7M
Allworth Financial LP 0.16% Reduce -9.9% 556,058 $26.6M
Alesco Advisors, LLC, An ESL Co 0.82% Reduce -5.2% 555,105 $26.6M
VPR Management LLC 9.22% No change 553,000 $26.5M
Arbor Investment Advisors, LLC 3.48% Reduce -3.7% 548,711 $26.3M
Pinnacle Financial Partners Inc 0.53% Reduce -5.6% 547,967 $26.2M
Full Sail Capital, LLC 1.67% Reduce -2.5% 545,288 $26.1M
Proffitt & Goodson Inc. 4.27% Reduce -0.0% 544,580 $26.1M
Meridian Management Co. 6.58% Add +2.6% 541,385 $25.9M
Center for Financial Planning, Inc. 3.50% Add +0.6% 539,007 $25.8M
GLOBALT Investments LLC / GA 0.94% Reduce -4.3% 524,346 $25.1M
Arax Advisory Partners 2.18% Add +1.3% 511,023 $24.5M
Frontier Asset Management, LLC 8.07% Reduce -35.6% 509,301 $24.4M
Jordan Park Group LLC 1.66% Add +1.5% 508,223 $24.3M
Nuveen Asset Management, LLC 0.01% Add +2.8% 501,467 $24.0M
Caisse de depot et placement du Quebec 0.05% Reduce -47.4% 500,000 $23.9M
Vision Capital Management, Inc. 3.34% Add +1.7% 494,676 $23.7M
Portland Global Advisors LLC 2.97% Add +0.7% 493,738 $23.6M
Chandler Asset Management, Inc. 4.38% Add +0.0% 485,030 $23.2M
Arvest Bank Trust Division 1.34% — 484,938 $23.2M
Wharton Business Group, LLC 1.04% Reduce -2.3% 484,091 $23.2M
Kathmere Capital Management, LLC 2.15% Add +6.3% 477,664 $22.9M
Beacon Pointe Advisors, LLC 0.26% Reduce -2.5% 477,211 $22.8M
WoodTrust Financial Corp 3.23% Add +7.8% 474,199 $22.7M
CreativeOne Wealth, LLC 0.77% Add +17.3% 472,453 $22.6M
Ally Financial Inc. 2.72% No change 470,000 $22.5M
First Bank & Trust 4.26% Add +0.4% 469,557 $22.5M
Hanson & Doremus Investment Management 3.55% Add +0.3% 467,120 $22.4M
New York Life Investment Management LLC 0.22% Add +6.3% 466,451 $22.3M
Tanager Wealth Management LLP 2.98% Add +5.9% 463,258 $22.2M
Vontobel Holding Ltd. 0.07% Reduce -6.5% 460,000 $22.0M
Focused Wealth Management, Inc 2.95% Add +2.4% 457,403 $21.9M
Kwmg, LLC 2.19% Add +1.0% 454,554 $21.8M
Manning & Napier Advisors LLC 0.24% Add +1.9% 454,483 $21.7M
GFS Advisors, LLC 4.62% Add +4583.1% 454,258 $21.7M
EverSource Wealth Advisors, LLC 1.37% Add +2.3% 451,210 $21.6M
Steward Partners Investment Advisory, LLC 0.20% Add +2.4% 449,150 $21.5M
Greenline Partners, LLC 3.05% Add +0.7% 446,014 $21.3M
Venturi Wealth Management, LLC 1.11% Reduce -1.8% 444,222 $21.3M
Schroder Investment Management Group 0.02% Add +107.0% 435,644 $21.0M
Mutual of America Capital Management LLC 0.22% No change 434,975 $20.8M
PACK Private Wealth, LLC 11.76% Add +3.3% 433,418 $20.7M
Colony Family Offices, LLC 6.40% Reduce -0.6% 431,203 $20.6M
Van Cleef Asset Management,Inc 2.29% Reduce -0.5% 430,559 $20.6M
Mesirow Financial Investment Management, Inc. 0.40% Add +101.1% 430,220 $20.6M
NewEdge Wealth, LLC 0.37% Reduce -0.7% 425,053 $20.3M
Citizens Financial Group Inc. 0.41% Add +1.0% 421,737 $20.2M
Arvest Investments, Inc. 3.04% Add +0.0% 420,560 $20.1M
Compound Planning, Inc. 1.23% Add +8.7% 410,747 $19.7M
Franklin Resources Inc. 0.01% Reduce -1.1% 408,655 $19.6M
Tocqueville Asset Management L.P. 0.31% Reduce -1.1% 406,126 $19.4M
American Trust 1.60% Reduce -3.8% 404,150 $19.3M
JFG Wealth Management, LLC 5.30% Reduce -0.1% 403,626 $19.3M
CW Advisors, LLC 0.26% Add +56.4% 401,352 $19.2M
Kopp Family Office, LLC 12.12% Reduce -0.1% 397,835 $19.0M
Patton Fund Management, Inc. 3.92% Reduce -0.6% 397,095 $19.0M
Mission Wealth Management, LP 0.47% Reduce -3.5% 397,036 $19.0M
Fiduciary Trust Co 0.26% Add +1.6% 392,978 $18.8M
PrairieView Partners, LLC 1.93% Add +4.3% 387,934 $18.6M
Nisa Investment Advisors, LLC 0.11% No change 387,500 $18.5M
Boston Standard Wealth Management, LLC 3.59% Add +5.2% 385,787 $18.5M
Halpern Financial, Inc. 4.70% Add +13.3% 371,304 $18.3M
Mutual Advisors, LLC 0.53% Add +3.0% 386,226 $18.2M
Marble Harbor Investment Counsel, LLC 1.98% Add +0.7% 379,055 $18.1M
Healthcare of Ontario Pension Plan Trust Fund 0.04% No change 375,200 $18.0M
Exencial Wealth Advisors, LLC 0.65% Reduce -0.6% 374,996 $17.9M
Neuberger Berman Group LLC 0.01% Add +15.7% 372,446 $17.8M
O'Dell Group, LLC 3.95% Add +0.5% 371,835 $17.8M
Private Portfolio Partners LLC 3.33% New 371,718 $17.8M
Checchi Capital Advisers, LLC 1.32% Reduce -6.1% 370,951 $17.8M
Cibc World Market Inc. 0.04% Reduce -2.8% 368,895 $17.7M
MassMutual Private Wealth & Trust, FSB 0.50% Reduce -3.6% 365,609 $17.5M
Strategic Investment Advisors / MI 1.91% Add +3.9% 363,620 $17.4M
GP Brinson Investments LLC 7.07% No change 361,265 $17.3M
Silver Coast Investments LLC 6.35% Add +2.4% 360,527 $17.3M
Bailard, Inc. 0.45% Add +0.2% 360,342 $17.2M
TrueWealth Financial Partners 10.38% Add +4.9% 360,313 $17.2M
Legacy Private Trust Co. 1.16% Reduce -33.1% 359,921 $17.2M
Mittelman Wealth Management 9.65% Add +192.5% 354,833 $17.0M
Edge Capital Group, LLC 0.75% Reduce -2.0% 354,533 $17.0M
Prudential Financial Inc. 0.02% Add +2.5% 353,060 $16.9M
Berger Financial Group, Inc 1.19% Add +7.6% 345,203 $16.5M
Stratos Wealth Partners, LTD. 0.24% Reduce -3.5% 345,017 $16.5M
Whitcomb & Hess, Inc. 4.90% Reduce -1.4% 344,595 $16.5M
Barclays PLC 0.01% Reduce -2.7% 343,843 $16.5M
Meeder Advisory Services, Inc. 1.06% Reduce -7.5% 341,066 $16.3M
Cantor Fitzgerald Investment Advisors L.P. 1.10% Add +29.3% 338,252 $16.2M
Marotta Asset Management 3.14% Reduce -5.7% 334,056 $16.0M
National Bank of Canada 0.02% Add +16.5% 332,324 $15.9M
Davis R M Inc. 0.31% Reduce -16.0% 331,302 $15.9M
BTG Pactual Asset Management US LLC 2.29% Add +84.5% 402,510 $15.8M
Financial Counselors Inc. 0.23% Add +17.6% 328,354 $15.7M
Custos Family Office, LLC 5.66% Add +3.8% 326,512 $15.6M
Stockman Wealth Management, Inc. 2.42% Add +14.9% 325,788 $15.6M
Dynamic Advisor Solutions LLC 0.47% Reduce -0.7% 325,552 $15.6M
Zuckerman Investment Group, LLC 1.58% Add +0.7% 320,278 $15.3M
HTLF Bank 1.66% Add +3.1% 319,867 $15.3M
RE Dickinson Investment Advisors, LLC 8.61% Reduce -3.2% 319,128 $15.3M
Amundi 0.01% No change 317,680 $15.3M
F/m Investments LLC 0.48% No change 318,184 $15.2M
Ameraudi Asset Management, Inc. 6.92% Reduce -0.5% 317,284 $15.2M
Human Investing LLC 2.73% Add +1.8% 315,095 $15.1M
Hills Bank & Trust Co 1.14% Add +2.5% 314,727 $15.1M
Mackenzie Financial Corp. 0.02% Add +2.6% 311,748 $14.9M
Concurrent Investment Advisors, LLC 0.44% Add +17.3% 311,383 $14.9M
Bangor Savings Bank 1.40% Reduce -0.5% 310,668 $14.9M
UMB Bank, n.a. 0.23% Reduce -0.8% 310,562 $14.9M
BTC Capital Management, Inc. 1.32% Add +2.6% 310,350 $14.9M
Tobias Financial Advisors, Inc. 2.97% Add +3.7% 309,502 $14.8M
Banco Santander, S.A. 0.17% Reduce -18.3% 306,780 $14.7M
Global Retirement Partners, LLC 0.44% Add +3.3% 306,201 $14.7M
Martin & Co. Inc. 3.43% Reduce -0.2% 304,519 $14.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Reduce -14.3% 303,264 $14.5M
Austin Private Wealth, LLC 1.43% Reduce -1.6% 302,881 $14.5M
Crestmont Private Wealth LLC 6.33% Add +2.7% 302,620 $14.5M
Old National Bancorp 0.33% Reduce -0.8% 300,387 $14.4M
Avantax Planning Partners, Inc. 0.51% Reduce -33.3% 299,663 $14.3M
Praetorian Wealth Management, Inc. 3.56% Reduce -0.3% 299,251 $14.3M
Robinswood Financial LLC 5.31% Add +3.8% 298,641 $14.3M
Global Endowment Management, LP 1.44% Reduce -9.2% 298,000 $14.3M
JNBA Financial Advisors 1.43% Add +0.9% 297,686 $14.2M
Blankinship & Foster, LLC 3.48% Reduce -0.9% 297,566 $14.2M
Schwerin Boyle Capital Management Inc. 1.48% No change 296,020 $14.2M
Forefront Analytics, LLC 6.67% Reduce -9.2% 295,537 $14.1M
Waverly Advisors, LLC 0.26% Reduce -6.4% 293,134 $14.0M
Partners in Financial Planning 2.82% Add +4.4% 292,176 $14.0M
Sanctuary Advisors, LLC 0.09% Reduce -3.6% 307,667 $14.0M
Kohmann Bosshard Financial Services, LLC 1.73% Add +0.9% 291,168 $13.9M
BIP Wealth, LLC 0.95% Add +13.8% 290,920 $13.9M
Prentice Wealth Management LLC 4.12% Add +4.4% 289,616 $13.9M
RPTC Inc. 3.00% Add +0.2% 288,934 $13.8M
Bear Mountain Capital, Inc. 5.45% Add +0.5% 294,132 $13.8M
Central Bank & Trust Co. 1.90% Add +2.1% 288,465 $13.8M
Natixis Advisors, LLC 0.03% Add +1.7% 286,571 $13.7M
Riversedge Advisors, LLC 3.09% Add +1.6% 285,134 $13.6M
Cordant, Inc. 6.96% Add +3.7% 284,682 $13.6M
Strategic Financial Planning, Inc. 9.00% Add +0.2% 284,610 $13.6M
Parker Financial LLC 6.82% Add +6.7% 283,893 $13.6M
Townsquare Capital LLC 0.16% Add +46.6% 281,336 $13.5M
Drive Wealth Management, LLC 3.50% Add +3.5% 281,125 $13.5M
Private Wealth Advisors, LLC 5.45% Add +142.7% 277,756 $13.4M
Tarbox Family Office, Inc. 2.19% Add +0.1% 279,823 $13.4M
Voya Investment Management LLC 0.02% Reduce -33.4% 274,816 $13.1M
Brookstone Capital Management 0.19% Add +3.4% 274,030 $13.1M
RTD Financial Advisors, Inc. 1.66% Add +4.5% 273,935 $13.1M
SigFig Wealth Management, LLC 0.47% Reduce -18.9% 277,654 $13.1M
Focus Financial Network, Inc. 0.53% Add +3.7% 273,062 $13.1M
Parallel Advisors, LLC 0.31% Reduce -9.3% 271,120 $13.0M
McClarren Financial Advisors, Inc. 1.61% Add +641.7% 22,718 $12.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.09% Add +25.7% 266,645 $12.8M
WestHill Financial Advisors, Inc. 2.86% Add +0.7% 266,095 $12.7M
Stonehearth Capital Management, LLC 5.06% Add +5.3% 265,819 $12.7M
Raelipskie Partnership 6.19% Add +0.4% 265,154 $12.7M
Aperture Investors, LLC 1.60% No change 263,332 $12.6M
Boston Trust Walden Corp 0.09% Add +5.1% 261,764 $12.5M
Victory Capital Management Inc. 0.01% No change 257,587 $12.3M
Vise Technologies, Inc. 1.54% Add +1.7% 252,821 $12.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Reduce -1.0% 248,934 $11.9M
Windward Private Wealth Management Inc. 4.55% Add +1.8% 248,090 $11.9M
United Capital Financial Advisors, LLC 0.10% Reduce -1.9% 247,951 $11.9M
Signature Estate & Investment Advisors LLC 0.27% Reduce -14.1% 247,496 $11.8M
Twele Capital Management, Inc. 2.46% Add +0.2% 244,847 $11.7M
Blue Edge Capital, LLC 1.82% Reduce -0.2% 244,392 $11.7M
Moller Wealth Partners 2.92% Reduce -0.6% 244,198 $11.7M
Summit Financial, LLC 0.46% Add +0.5% 243,048 $11.6M
Simmons Bank 0.84% Reduce -0.8% 242,547 $11.6M
Trilogy Capital Inc. 0.58% Add +4.6% 241,672 $11.6M
FSM Wealth Advisors, LLC 3.03% Add +10.7% 238,356 $11.4M
Stash Investments, LLC 6.68% Add +6.3% 236,653 $11.3M
Michelson Medical Research Foundation, Inc. 7.98% No change 236,630 $11.3M
Alera Investment Advisors, LLC 1.33% Reduce -9.3% 236,102 $11.3M
Iron Horse Wealth Management, LLC 3.85% Add +5.0% 235,525 $11.3M
Bishop & Co Investment Management, LLC 4.29% Add +1.0% 235,446 $11.3M
Concourse Financial Group Securities, Inc. 0.67% Reduce -4.6% 235,399 $11.3M
Avior Wealth Management, LLC 0.45% Reduce -3.6% 235,264 $11.3M
Ameritas Investment Partners, Inc. 0.37% Reduce -0.4% 234,822 $11.2M
Brooklyn FI, LLC 3.96% Add +7.6% 234,711 $11.2M
MainStreet Investment Advisors LLC 1.49% Reduce -19.7% 234,707 $11.2M
Sage Financial Group Inc. 0.92% Reduce -0.5% 234,535 $11.2M
Arcataur Capital Management LLC 3.76% Reduce -0.3% 232,227 $11.1M
Evolution Advisers, Inc. 6.04% Add +0.6% 231,929 $11.1M
Integrated Advisors Network LLC 0.53% Reduce -0.7% 229,280 $11.0M
Aspen Wealth Management LLC 3.32% Add +10.3% 228,647 $10.9M
Ellenbecker Investment Group 2.07% Add +1.8% 228,642 $10.9M
JFS Wealth Advisors, LLC 0.73% Add +17.9% 228,623 $10.9M
Cairn Investment Group, Inc. 6.03% Reduce -0.3% 228,210 $10.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.50% Reduce -64.5% 228,140 $10.9M
AdvisorNet Financial, Inc 0.82% Add +17.0% 228,084 $10.9M
Harbor Advisory Corp. 3.52% Reduce -0.6% 225,079 $10.8M
Koss-Olinger Consulting, LLC 0.93% Reduce -4.8% 224,002 $10.7M
Obsidian Cio, LLC 2.23% Add +5.8% 222,394 $10.6M
Fairview Capital Investment Management, LLC 0.57% Add +0.4% 220,438 $10.5M
Benjamin Edwards Inc. 0.15% New 218,787 $10.5M
Oppenheimer & Co. Inc. 0.16% Add +5.5% 218,528 $10.5M
Janney Capital Management LLC 0.70% Reduce -4.6% 218,229 $10.4M
Beacon Investment Advisory Services, Inc. 0.43% Reduce -1.9% 217,953 $10.4M
Dynasty Wealth Management, LLC 0.31% Add +0.6% 217,733 $10.4M
GW&K Investment Management, LLC 0.09% Reduce -0.6% 217,029 $10.4M
Raffa Wealth Management, LLC 2.48% Add +3.1% 214,949 $10.3M
St. Louis Trust Co 1.44% Add +10.7% 214,419 $10.3M
Waypoint Capital Advisors, LLC 2.17% Reduce -12.7% 212,692 $10.2M
Farther Finance Advisors, LLC 0.38% Add +32.1% 212,640 $10.2M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -3.3% 212,457 $10.2M
Cliffwater LLC 2.33% Reduce -0.3% 210,943 $10.1M
Northeast Investment Management 0.45% Reduce -6.3% 210,586 $10.1M
Rinkey Investments 3.25% Add +444.4% 210,007 $10.0M
NorthCoast Asset Management LLC 0.07% Add +222.1% 225,527 $10.0M
Twin Focus Capital Partners, LLC 1.58% Reduce -0.9% 209,712 $10.0M
Barry Investment Advisors, LLC 3.06% Reduce -0.1% 209,157 $10.0M
Creative Financial Designs Inc. 0.84% Add +0.6% 207,764 $9.9M
Focus Partners Advisor Solutions, LLC 0.21% Reduce -6.1% 206,656 $9.9M
Principal Securities, Inc. 0.24% Add +10.6% 206,459 $9.9M
Northeast Financial Group, Inc. 3.78% Add +24.6% 205,367 $9.8M
Nwam LLC 0.60% New 205,023 $9.8M
Savant Capital, LLC 0.08% Add +75.2% 203,408 $9.7M
Robertson Stephens Wealth Management, LLC 0.36% Add +515.6% 203,354 $9.7M
Apriem Advisors 1.14% Add +0.1% 203,343 $9.7M
Hurlow Wealth Management Group, Inc. 3.02% Add +2.4% 202,604 $9.7M
Battery Global Advisors, LLC 5.26% Add +2.1% 202,253 $9.7M
Wela Strategies, Inc. 4.21% Reduce -0.9% 201,696 $9.7M
DORVAL Corp 3.92% Reduce -1.8% 213,435 $9.5M
Zhang Financial LLC 0.60% Reduce -5.2% 198,988 $9.5M
Magnus Financial Group LLC 0.97% Reduce -0.7% 198,542 $9.5M
Sterling Wealth Management, Inc. 3.53% Reduce -0.9% 197,521 $9.5M
Richard P Slaughter Associates Inc 2.18% Reduce -0.5% 196,358 $9.4M
Allianz SE 0.25% No change 196,132 $9.4M
Procyon Advisors, LLC 0.64% Add +2.8% 195,647 $9.4M
Smith & Howard Wealth Management, LLC 2.63% Reduce -1.1% 195,646 $9.4M
Polianta Ltd 4.38% New 195,100 $9.3M
Cambridge Advisors Inc. 2.03% Reduce -1.3% 194,026 $9.3M
Kestra Private Wealth Services, LLC 0.17% Add +39.5% 193,276 $9.2M
FSA Wealth Management LLC 3.67% — 191,939 $9.2M
Sandy Spring Bank 0.38% Add +6.5% 190,603 $9.1M
Laird Norton Wetherby Wealth Management, LLC 0.42% Reduce -4.9% 190,539 $9.1M
FF Advisors,LLC 5.93% Add +4.4% 190,221 $9.1M
Galvin, Gaustad & Stein, LLC 0.82% Reduce -6.1% 190,450 $9.1M
Capital Investment Advisors, LLC 0.19% Reduce -4.1% 190,330 $9.1M
Atlantic Edge Private Wealth Management, LLC 2.77% Add +10.8% 190,198 $9.1M
Hart & Patterson Financial Group LLC 4.28% Reduce -3.1% 188,708 $9.0M
Argent Financial Group, Inc. 1.07% — 188,224 $9.0M
Axiom Financial Strategies, LLC 4.73% Add +0.4% 187,241 $9.0M
Tortoise Investment Management, LLC 0.94% Reduce -1.4% 187,182 $9.0M
Ariston Services Group 7.79% No change 187,052 $9.0M
Cranbrook Wealth Management, LLC 2.04% Reduce -3.1% 186,581 $8.9M
Vident Advisory, LLC 0.22% Reduce -14.5% 186,436 $8.9M
Regal Investment Advisors LLC 0.62% Add +2.5% 185,649 $8.9M
Kings Path Partners LLC 3.71% Add +7.3% 185,015 $8.9M
Nations Financial Group Inc, /Ia/ 0.64% Add +2.5% 184,827 $8.8M
Harbour Investments, Inc. 0.27% Add +20.4% 184,504 $8.8M
Old Mission Investment Co LLC 2.68% Reduce -0.5% 182,349 $8.7M
Standard Family Office LLC 10.56% No change 181,722 $8.7M
Connors Investor Services Inc. 0.84% Add +0.9% 180,429 $8.6M
Synovus Financial Corp. 0.10% Add +35.7% 180,323 $8.6M
Waterford Advisors, LLC 4.39% Reduce -1.7% 179,876 $8.6M
Roble, Belko & Company, Inc 1.36% Add +2.0% 179,811 $8.6M
Idaho Trust Co 4.11% Add +9.7% 177,918 $8.5M
Arcadia Wealth Management, LLC 4.45% Add +9.8% 176,849 $8.5M
Sovereign Financial Group, Inc. 1.97% Add +11.6% 175,697 $8.4M
Smith, Moore & Co. 0.80% Add +5.7% 175,695 $8.4M
Leavell Investment Management, Inc. 0.42% Add +2.9% 175,261 $8.4M
Moody National Bank Trust Division 0.90% Add +173.9% 174,895 $8.4M
Cypress Financial Planning LLC 3.07% Add +4.3% 173,801 $8.3M
Keener Financial Planning LLC 5.40% Reduce -6.7% 172,281 $8.2M
Stephens Inc. 0.12% Reduce -1.9% 172,123 $8.2M
Deutsche Bank AG 0.00% Add +0.6% 171,206 $8.2M
Okabena Investment Services Inc. 2.30% Add +9.0% 170,495 $8.2M
Charles Schwab Trust Co 0.70% Add +2.0% 169,712 $8.1M
Affiance Financial, LLC 1.96% Add +2.0% 168,548 $8.1M
Diversify Wealth Management, LLC 0.78% Add +16.0% 170,876 $8.1M
Atmos Advisory, LLC 5.72% Add +3.3% 168,295 $8.1M
Newton One Investments LLC 3.22% Add +5.9% 167,616 $8.0M
CoreCap Advisors, LLC 0.38% New 167,381 $8.0M
Callan Family Office, LLC 1.34% Add +20.9% 166,775 $8.0M
Barings LLC 0.19% New 166,595 $8.0M
Wrenne Financial Planning LLC 4.73% Add +15.6% 165,858 $7.9M
BlueSky Wealth Advisors, LLC 1.23% Add +3.0% 165,457 $7.9M
Tenret Co LLC 4.94% Add +6.5% 164,036 $7.8M
NDVR, Inc. 7.98% Add +1.8% 161,320 $7.8M
Fort Point Capital Partners LLC 0.97% Add +8.5% 162,286 $7.8M
Park Avenue Securities LLC 0.09% Add +6.4% 162,190 $7.8M
Lodestar Private Asset Management LLC 0.99% Add +1.6% 161,869 $7.7M
Vestor Capital, LLC 0.61% Reduce -2.4% 161,302 $7.7M
Money Concepts Capital Corp. 0.59% Add +0.3% 161,233 $7.7M
Three Bridge Wealth Advisors, LLC 2.84% Add +6.9% 161,107 $7.7M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -1.6% 159,507 $7.6M
Zeit Capital LLC 5.90% Reduce -0.3% 159,465 $7.6M
Foster Group, Inc. 0.28% Add +10.7% 159,170 $7.6M
Alps Advisors Inc. 0.05% No change 158,936 $7.6M
Marshall & Sullivan Inc. 3.65% Reduce -0.5% 158,744 $7.6M
Echo45 Advisors LLC 4.92% Add +4.6% 158,235 $7.6M
Mgo One Seven LLC 0.33% Add +11.5% 157,637 $7.5M
Courage Miller Partners, LLC 2.54% Add +1.4% 157,595 $7.5M
Aletheian Wealth Advisors LLC 4.40% Add +4.6% 157,489 $7.5M
Aspire Private Capital, LLC 1.79% Add +2.2% 157,380 $7.5M
LBMC Investment Advisors, LLC 0.59% Reduce -7.3% 156,621 $7.5M
AE Wealth Management LLC 0.07% Add +3.5% 156,044 $7.5M
Abound Wealth Management 2.48% Add +0.7% 155,912 $7.5M
Woodstock Corp. 0.71% Reduce -10.1% 155,122 $7.4M
Clearstead Advisors, LLC 0.12% Reduce -5.7% 155,019 $7.4M
Seven Springs Wealth Group, LLC 2.76% Reduce -0.6% 154,677 $7.4M
4Thought Financial Group Inc. 4.56% Reduce -2.0% 154,405 $7.4M
Howe & Rusling Inc. 0.63% Reduce -5.2% 154,274 $7.4M
Bristlecone Advisors, LLC 0.59% Reduce -2.1% 154,242 $7.4M
180 Wealth Advisors, LLC 1.16% Add +11.0% 154,153 $7.4M
NewSquare Capital LLC 0.59% Add +4.0% 153,788 $7.4M
Bay Harbor Wealth Management, LLC 2.40% Reduce -5.5% 153,681 $7.4M
Bricktown Capital, LLC 1.36% No change 152,333 $7.3M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -8.7% 150,822 $7.3M
Nelson Capital Management, LLC 1.23% Add +2.5% 152,292 $7.3M
Sage Rhino Capital LLC 1.61% Add +1.0% 152,073 $7.3M
First Horizon Advisors, Inc. 0.20% Add +2.4% 151,783 $7.3M
New Vernon Capital Holdings II LLC 3.91% No change 151,724 $7.3M
Penobscot Wealth Management 3.92% Add +8.1% 151,633 $7.3M
Simon Quick Advisors, LLC 0.46% Add +2.2% 150,816 $7.2M
Analyst IMS Investment Management Services Ltd. 0.28% Reduce -0.0% 150,070 $7.2M
Henshaw Capital LLC 0.30% No change 150,000 $7.2M
BOK Financial Private Wealth, Inc. 0.52% Reduce -11.9% 149,191 $7.1M
Carolinas Wealth Consulting LLC 1.29% Add +0.2% 149,039 $7.1M
Sierra Capital LLC 0.84% Reduce -15.3% 147,542 $7.1M
Hiley Hunt Wealth Management 4.03% Add +2.5% 147,178 $7.0M
Axos Invest Inc. 4.81% — 146,827 $7.0M
Cardiff Park Advisors, LLC 0.63% Reduce -1.3% 146,758 $7.0M
LBJ Family Wealth Advisors, Ltd. 4.17% Add +0.5% 146,760 $7.0M
Syon Capital LLC 0.62% Add +0.7% 146,353 $7.0M
Manchester Capital Management LLC 0.82% Reduce -21.8% 146,080 $7.0M
Martel Wealth Advisors LLC 1.43% Add +2.5% 142,255 $7.0M
Roberts Wealth Advisors, LLC 2.26% Add +3.6% 145,173 $7.0M
Bar Harbor Wealth Management 0.45% Reduce -1.5% 145,578 $7.0M
Wealthspire Retirement, LLC 0.56% Reduce -15.8% 145,103 $6.9M
REDW Wealth LLC 1.77% Reduce -17.4% 144,091 $6.9M
Clarius Group, LLC 0.48% Reduce -0.5% 144,069 $6.9M
Pinnacle Associates Ltd. 0.12% Add +2.6% 167,332 $6.9M
Spire Wealth Management 0.23% Reduce -0.6% 142,707 $6.8M
W1M Asset Management Ltd 0.54% Add +2.2% 142,004 $6.8M
Courier Capital LLC 0.46% Add +0.1% 141,329 $6.8M
Drucker Wealth 3.0, LLC 1.62% Add +8.5% 141,313 $6.8M
North Star Asset Management Inc. 0.30% Add +1.2% 141,004 $6.7M
Geneos Wealth Management Inc. 0.26% Add +5.9% 140,868 $6.7M
Waterloo Capital, L.P. 0.74% Add +8.6% 140,763 $6.7M
First Citizens Bank & Trust Co. 0.15% Add +12.4% 140,238 $6.7M
Rockbridge Investment Management, LCC 0.87% Reduce -4.2% 140,228 $6.7M
Consolidated Portfolio Review Corp 1.49% Add +5.1% 139,316 $6.7M
Principal Financial Group Inc. 0.00% Add +445.1% 139,244 $6.7M
Symmetry Partners, LLC 1.58% Reduce -83.7% 139,183 $6.7M
Cedar Point Capital Partners, LLC 4.52% Add +2.1% 137,517 $6.6M
Asset Management One Co., Ltd. 0.02% Add +0.3% 137,371 $6.6M
Beirne Wealth Consulting Services, LLC 2.31% Reduce -9.4% 137,292 $6.6M
Joule Financial, LLC 2.39% Add +2.6% 137,254 $6.6M
Sunflower Bank, N.A. 1.79% Reduce -15.0% 136,687 $6.5M
Fiduciary Group, LLC 0.66% Add +4.7% 136,228 $6.5M
OneDigital Investment Advisors LLC 0.07% Reduce -0.3% 135,697 $6.5M
VestGen Investment Management 1.81% Reduce -3.5% 135,285 $6.5M
Tamar Securities, LLC 0.91% Add +2.8% 135,225 $6.5M
Rodgers & Associates, LTD 0.77% Reduce -1.1% 135,105 $6.5M
Squarepoint Ops LLC 0.02% New 135,099 $6.5M
Norris Perne & French LLP 0.44% Add +1.1% 134,291 $6.4M
Eagle Bay Advisors LLC 2.46% Reduce -0.7% 133,789 $6.4M
RiverGlades Family Offices LLC 4.57% Add +0.6% 133,307 $6.4M
Anderson Hoagland & Co. 0.65% Reduce -2.7% 129,853 $6.4M
Hancock Whitney Corp. 0.20% Reduce -3.6% 132,397 $6.3M
Fairway Wealth LLC 3.22% Add +2.7% 132,367 $6.3M
Frank, Rimerman Advisors LLC 0.45% No change 132,156 $6.3M
Auour Investments LLC 2.26% Reduce -17.7% 134,405 $6.3M
Mosaic Family Wealth Partners, LLC 0.94% Add +6.6% 131,599 $6.3M
Diversify Advisory Services, LLC 0.34% Reduce -14.1% 132,408 $6.3M
Investment Partners, LTD. 2.61% Reduce -1.9% 130,970 $6.3M
Gleason Group, Inc. 1.14% Add +5.5% 130,292 $6.2M
Y-Intercept (Hong Kong) Ltd 0.38% New 130,120 $6.2M
DDFG, Inc 1.77% Add +42.6% 129,739 $6.2M
Glenview Trust Co 0.12% Reduce -1.0% 129,281 $6.2M
Seneca Financial Advisors LLC 2.99% Add +2.1% 128,660 $6.2M
Heritage Investors Management Corp. 0.20% Add +0.6% 128,614 $6.2M
Applied Capital LLC 3.16% Add +0.1% 128,313 $6.1M
Abacus Planning Group, Inc. 1.10% Add +3.5% 128,063 $6.1M
HT Partners LLC 2.15% Add +50.9% 126,816 $6.1M
Annapolis Financial Services, LLC 1.79% Reduce -5.2% 126,682 $6.1M
Perigon Wealth Management, LLC 0.16% Reduce -42.4% 126,354 $6.0M
Cherry Tree Wealth Management, LLC 1.43% Add +0.2% 125,943 $6.0M
Soltis Investment Advisors LLC 0.59% Reduce -22.0% 125,701 $6.0M
Hillcrest Wealth Advisors - NY, LLC 2.98% Reduce -0.1% 124,816 $6.0M
AllSquare Wealth Management LLC 3.38% Reduce -0.3% 124,391 $6.0M
CFS Investment Advisory Services, LLC 0.50% Reduce -48.3% 124,375 $6.0M
LPWM LLC 1.94% Add +3.5% 122,206 $5.9M
Bradley Foster & Sargent Inc. 0.10% Add +0.3% 123,687 $5.9M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Reduce -2.2% 123,359 $5.9M
Ameritas Advisory Services, LLC 0.25% Add +1.9% 122,978 $5.9M
Dravo Bay LLC 3.02% Reduce -38.1% 122,824 $5.9M
Matrix Private Capital Group LLC 3.37% Reduce -0.6% 122,321 $5.9M
Bordeaux Wealth Advisors LLC 1.05% Reduce -0.4% 121,588 $5.8M
Plancorp, LLC 0.24% Add +7.5% 121,377 $5.8M
Winthrop Advisory Group LLC 0.72% Reduce -2.0% 121,355 $5.8M
Ancora Advisors LLC 0.13% Reduce -28.3% 120,938 $5.8M
Dorsey & Whitney Trust CO LLC 0.31% Reduce -23.8% 120,737 $5.8M
Proathlete Wealth Management LLC 2.38% Add +6.4% 120,632 $5.8M
Kanawha Capital Management LLC 0.42% Reduce -2.9% 119,873 $5.7M
FFT Wealth Management LLC 0.43% Add +218.5% 119,859 $5.7M
Birch Hill Investment Advisors LLC 0.27% Add +2.5% 119,704 $5.7M
O'shaughnessy Asset Management, LLC 0.05% Add +40.0% 119,408 $5.7M
Executive Wealth Management, LLC 0.44% New 118,247 $5.7M
J.W. Cole Advisors, Inc. 0.24% Add +1.2% 117,496 $5.6M
Pine Ridge Advisers LLC 0.56% Reduce -7.3% 117,452 $5.6M
McAdam, LLC 0.31% Reduce -4.7% 116,891 $5.6M
Dark Forest Capital Management LP 0.71% Add +6.3% 116,511 $5.6M
Cahill Financial Advisors Inc. 0.76% Reduce -49.0% 116,499 $5.6M
Wesbanco Bank Inc. 0.19% Add +11.6% 115,966 $5.5M
Oakwell Private Wealth Management, LLC 1.58% Reduce -4.3% 114,790 $5.5M
D'Orazio & Associates, Inc. 0.78% Reduce -20.6% 114,279 $5.5M
Haverford Trust Co 0.05% Add +10.1% 114,239 $5.5M
Ashton Thomas Private Wealth, LLC 0.29% Add +5.5% 114,226 $5.5M
Parkside Financial Bank & Trust 0.76% Reduce -1.5% 113,674 $5.4M
Rathbones Group PLC 0.03% Reduce -6.6% 113,617 $5.4M
Kingsview Wealth Management, LLC 0.11% Add +1.3% 113,579 $5.4M
HCR Wealth Advisors 0.71% Reduce -1.4% 113,457 $5.4M
Family Firm, Inc. 1.19% Add +1.2% 113,286 $5.4M
Guardian Wealth Advisors, LLC 3.34% Reduce -2.2% 113,090 $5.4M
Parthenon LLC 0.65% Reduce -0.6% 113,063 $5.4M
Trustmark Bank Trust Department 0.41% Reduce -6.2% 112,874 $5.4M
Sageworth Trust Co 0.32% No change 112,676 $5.4M
Fiducient Advisors LLC 0.62% Add +22.2% 112,230 $5.4M
Waters Parkerson & Co., LLC 0.27% Reduce -2.3% 111,854 $5.4M
Walkner Condon Financial Advisors LLC 1.09% Add +1.3% 111,508 $5.3M
Chilton Capital Management LLC 0.22% Add +16.9% 111,121 $5.3M
Canandaigua National Bank & Trust Co. 0.51% Reduce -2.0% 110,530 $5.3M
Jackson Hole Capital Partners, LLC 1.10% Reduce -4.8% 110,352 $5.3M
BHK Investment Advisors, LLC 1.97% Reduce -1.2% 110,300 $5.3M
Thrive Wealth Management, LLC 0.96% Add +1.9% 109,768 $5.3M
World Investment Advisors 0.16% Add +229.6% 108,827 $5.2M
Strategic Blueprint, LLC 0.32% Reduce -14.5% 108,746 $5.2M
Advocate Group LLC 0.94% Add +6.7% 108,688 $5.2M
McNamara Financial Services, Inc. 1.02% Reduce -0.2% 107,919 $5.2M
Breakwater Investment Management 2.15% Reduce -1.8% 107,837 $5.2M
Lido Advisors, LLC 0.04% Reduce -8.2% 107,655 $5.2M
Kickstand Ventures, Llc. 1.31% Add +1.7% 107,594 $5.1M
Parsons Capital Management Inc. 0.33% Add +2.9% 107,577 $5.1M
Atlas Capital Advisors Inc. 0.78% Add +17.5% 106,644 $5.1M
S&co Inc. 0.33% No change 106,621 $5.1M
WealthBridge Investment Counsel Inc. 1.81% Reduce -1.6% 106,545 $5.1M
Brown Brothers Harriman & Co. 0.03% Add +0.1% 106,264 $5.1M
1834 Investment Advisors Co. 0.59% Reduce -25.0% 105,923 $5.1M
PFG Advisors 0.32% Add +35.7% 105,712 $5.1M
Cerity Partners OCIO LLC 0.41% Reduce 0.0% 105,598 $5.1M
One Day In July LLC 0.57% Reduce -5.5% 105,549 $5.1M
Schwarz Dygos Wheeler Investment Advisors LLC 1.26% Reduce -0.6% 105,192 $5.0M
Headinvest, LLC 0.93% Reduce -0.3% 105,040 $5.0M
Financial Synergies Wealth Advisors, Inc. 0.62% Add +1.1% 104,922 $5.0M
Everhart Financial Group, Inc. 1.11% Reduce -1.2% 105,326 $5.0M
Kearns & Associates LLC 3.29% Add +0.5% 104,146 $5.0M
Belpointe Asset Management LLC 0.30% Add +0.3% 104,071 $5.0M
Lowe Brockenbrough & Co. Inc. 0.32% Reduce -1.7% 103,850 $5.0M
Summit Wealth Group, LLC 1.43% Add +6.0% 103,851 $5.0M
Phoenix Financial Ltd. 0.07% Reduce -0.8% 103,789 $5.0M
Legacy PCG, LLC 3.52% Reduce -9.0% 103,475 $5.0M
Avidian Wealth Enterprises, LLC 0.22% Reduce -4.3% 103,300 $4.9M
Fifth Third Wealth Advisors LLC 0.30% Add +21.1% 103,051 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -40.4% 102,100 $4.9M
Aspiriant, LLC 0.19% Reduce -1.0% 102,679 $4.9M
RFG Advisory, LLC 0.15% Reduce -15.6% 102,512 $4.9M
Harvest Investment Advisors, LLC 3.33% Reduce -1.5% 102,337 $4.9M
Trust Co. of Vermont 0.25% Reduce -2.8% 102,241 $4.9M
1900 Wealth Management LLC 0.42% Reduce -0.1% 101,944 $4.9M
Woodmont Investment Counsel LLC 0.37% Reduce -5.2% 101,782 $4.9M
Tikvah Management LLC 1.54% No change 101,580 $4.9M
Hemington Wealth Management 1.30% Reduce -3.2% 103,762 $4.8M
Evercore Wealth Management, LLC 0.07% Reduce -14.3% 100,873 $4.8M
Stonekeep Investments, LLC 3.69% Add +8.3% 99,865 $4.8M
Texas Yale Capital Corp. 0.21% Add +0.7% 99,793 $4.8M
Stephenson & Company, Inc. 3.23% Add +1.5% 99,626 $4.8M
REAP Financial Group, LLC 1.17% Reduce -0.7% 99,582 $4.8M
Main Street Financial Solutions, LLC 0.44% Add +1.8% 99,542 $4.8M
Sigma Planning Corp 0.15% Reduce -1.2% 99,288 $4.8M
Alley Investment Management Company, LLC 0.60% Reduce -0.6% 98,863 $4.7M
GoalFusion Wealth Management, LLC 2.62% Add +6.6% 98,829 $4.7M
Myecfo, LLC 2.56% Reduce -0.9% 98,604 $4.7M
Arete Wealth Advisors, LLC 0.40% Reduce -30.7% 98,526 $4.7M
Trevian Wealth Management LLC 3.85% New 98,128 $4.7M
Peninsula Wealth, LLC 0.82% Reduce -13.2% 98,686 $4.7M
One Degree Advisors Inc 1.97% Add +0.6% 96,952 $4.7M
Triangle Securities Wealth Management 1.21% Add +3.9% 97,533 $4.7M
Values Added Financial LLC 2.94% Add +7.9% 97,383 $4.7M
Legacies Wealth LLC 3.70% Add +2.4% 97,374 $4.7M
Orin Green Financial, LLC 2.01% Add +4.2% 97,213 $4.7M
Stewardship Advisors, LLC 1.31% Reduce -78.7% 96,914 $4.6M
Naples Global Advisors, LLC 0.43% Add +0.7% 96,232 $4.6M
Wedbush Securities Inc. 0.17% Reduce -3.5% 95,973 $4.6M
Crewe Advisors LLC 0.53% Reduce -1.0% 95,747 $4.6M
Landmark Wealth Management, LLC 1.99% New 95,332 $4.6M
Titan Global Capital Management USA LLC 0.71% Add +14.1% 95,286 $4.6M
Ritholtz Wealth Management 0.14% Reduce -2.0% 95,111 $4.6M
Cornerstone Wealth Advisors, Inc. 1.26% Add +7.7% 95,004 $4.5M
SkyOak Wealth, LLC 1.00% Add +8.0% 94,537 $4.5M
Waller Financial Planning Group, Inc. 1.12% Reduce -3.4% 94,461 $4.5M
Signal Advisors Wealth, LLC 0.63% New 92,203 $4.4M
CGN Advisors LLC 0.44% Add +7.3% 91,666 $4.4M
Rareview Capital LLC 3.27% Add +8.0% 91,571 $4.4M
Marathon Strategic Advisors, LLC 4.62% Reduce -3.2% 91,292 $4.4M
Hardy Reed LLC 0.39% Add +21.6% 90,905 $4.3M
Ethos Financial Group, LLC 0.72% Add +5.0% 90,211 $4.3M
Johnson Bixby & Associates, LLC 0.66% Reduce -50.3% 89,963 $4.3M
Grove Bank & Trust 0.63% Add +5.2% 89,707 $4.3M
Parkwood LLC 0.52% No change 89,505 $4.3M
Columbus Macro, LLC 1.56% Reduce -0.8% 89,495 $4.3M
Seven Post Investment Office LP 0.65% Reduce -0.4% 89,488 $4.3M
1ST Source Bank 0.24% Reduce -1.1% 89,468 $4.3M
Raymond James Trust N.A. 0.09% Add +9.9% 89,294 $4.3M
Howland Capital Management LLC 0.19% Add +31.2% 89,253 $4.3M
BKM Wealth Management, LLC 1.73% Reduce -0.7% 88,904 $4.3M
Great Valley Advisor Group, Inc. 0.10% Reduce -5.8% 88,795 $4.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +3.1% 88,641 $4.2M
Becker Capital Management Inc. 0.14% Add +2.9% 88,422 $4.2M
Roundview Capital LLC 0.31% Reduce -1.3% 88,175 $4.2M
Boston Financial Mangement LLC 0.13% Add +1.7% 87,864 $4.2M
Opus Capital Group, LLC 0.52% Reduce -0.1% 87,699 $4.2M
Advisory Services Network, LLC 0.09% No change 95,224 $4.2M
Venture Visionary Partners LLC 0.18% Reduce -2.6% 87,066 $4.2M
TPG Financial Advisors, LLC 1.86% Reduce -3.4% 86,285 $4.1M
Gould Capital, LLC 2.71% Reduce -1.2% 86,154 $4.1M
Granite Harbor Advisors, Inc. 2.42% Add +0.1% 85,419 $4.1M
First Manhattan Co. Llc. 0.01% Add +2.2% 85,226 $4.1M
Motive Wealth Advisors 2.45% No change 93,128 $4.1M
VERITY Wealth Advisors 2.86% Add +0.5% 85,007 $4.1M
Associated Banc-Corp 0.12% Add +7.0% 84,767 $4.1M
Archford Capital Strategies, LLC 0.61% Reduce -4.4% 83,942 $4.0M
FMA Wealth Management, LLC 2.92% Add +2.6% 83,991 $4.0M
Waldron Private Wealth LLC 0.17% No change 83,832 $4.0M
Bank of New Hampshire 1.00% Reduce -4.5% 83,670 $4.0M
MCF Advisors LLC 0.28% Reduce -2.0% 83,297 $4.0M
Von Berge Wealth Management Group, LLC 2.46% Add +0.6% 84,594 $4.0M
Fourpath Capital Management, LLC 0.73% New 82,922 $4.0M
Avion Wealth 1.04% Reduce -3.2% 82,737 $4.0M
James J. Burns & Company, LLC 0.71% Add +14.8% 82,637 $4.0M
Lee Danner & Bass Inc. 0.28% Reduce -2.8% 82,469 $3.9M
GYL Financial Synergies, LLC 0.30% Add +1.4% 82,327 $3.9M
Cooksen Wealth, LLC 3.63% Reduce -1.0% 81,040 $3.9M
Voisard Asset Management Group, Inc. 1.61% Add +2.3% 80,695 $3.9M
VCI Wealth Management LLC 1.71% Reduce -69.3% 80,358 $3.8M
Financial Management Professionals, Inc. 0.48% Reduce -1.2% 80,234 $3.8M
Compton Wealth Advisory Group, LLC 0.97% Add +8.5% 80,154 $3.8M
Defined Wealth Management, LLC 2.47% Add +0.1% 79,514 $3.8M
Summit Financial Strategies, Inc. 0.43% Reduce -4.2% 79,327 $3.8M
Pine Valley Investments Ltd Liability Co 0.26% Add +112.4% 78,757 $3.8M
First Western Trust Bank 0.17% No change 78,754 $3.8M
Wooster Corthell Wealth Management, Inc. 0.80% Reduce -0.3% 78,748 $3.8M
Congress Asset Management Co. 0.03% Reduce -15.1% 78,401 $3.8M
Johnson Financial Group, Inc. 0.17% Reduce -0.2% 78,075 $3.7M
Loomis Sayles & Co. L P 0.00% New 77,876 $3.7M
DBK Financial Counsel, LLC 3.76% Reduce -0.1% 77,834 $3.7M
Peterson Wealth Advisors, LLC 0.70% Add +0.3% 77,140 $3.7M
SWS Partners 1.18% Add +1.2% 77,044 $3.7M
Fifth Third Securities, Inc. 0.35% Reduce -6.3% 76,939 $3.7M
TBH Global Asset Management, LLC 0.80% Reduce -1.8% 76,878 $3.7M
Financial Strategies Group, Inc. 0.86% Reduce -5.7% 76,662 $3.7M
IFG Advisors, LLC 0.78% Add +4.3% 76,643 $3.7M
Berkshire Asset Management LLC 0.19% No change 83,727 $3.7M
Partners Capital Investment Group, LLP 0.06% Add +0.0% 76,489 $3.7M
American Investment Services, Inc. 0.61% Add +0.9% 76,413 $3.7M
Ferguson Shapiro LLC 1.36% Add +0.8% 76,373 $3.7M
HM Payson & Co. 0.06% Reduce -11.4% 75,933 $3.6M
Arrowroot Family Office, LLC 2.12% Add +1.9% 75,888 $3.6M
American Alpha Advisors, LLC 3.40% — 75,736 $3.6M
Wealth Advisory Solutions, LLC 1.00% Reduce -7.4% 75,559 $3.6M
Hilltop National Bank 1.10% Add +4.7% 75,552 $3.6M
TD Private Client Wealth LLC 0.10% Add +9.6% 74,999 $3.6M
Bray Capital Advisors 0.88% Reduce -6.6% 74,949 $3.6M
Stratos Wealth Advisors, LLC 0.16% Add +21.6% 74,367 $3.6M
Hilltop Wealth Advisors, LLC 1.65% Add +1.1% 73,930 $3.5M
Salomon & Ludwin, LLC 0.36% Reduce -3.2% 73,907 $3.5M
CFO4Life Group, LLC 0.62% Reduce -0.3% 73,547 $3.5M
Heartwood Wealth Advisors LLC 0.39% Add +3.3% 73,475 $3.5M
WBH Advisory Inc. 0.33% Add +3.2% 72,722 $3.5M
Family CFO Inc 1.96% Reduce -2.0% 72,680 $3.5M
Lutz Financial Services LLC 0.28% Reduce -0.3% 72,413 $3.5M
Security Financial Services, INC. 0.70% Reduce -11.8% 72,342 $3.5M
Van Strum & Towne Inc. 1.20% Add +1.9% 72,219 $3.5M
Burney Co./ 0.12% Add +1.8% 72,211 $3.5M
Agf Management Ltd. 0.02% Reduce -3.0% 70,937 $3.4M
Veery Capital, LLC 1.25% Reduce -62.0% 69,510 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -8.1% 69,260 $3.3M
Linscomb Wealth, Inc. 0.16% Reduce -6.7% 68,896 $3.3M
Gordian Advisors LLC 2.63% Add +6.9% 68,888 $3.3M
Elevated Capital Advisors, LLC 0.87% Add +0.0% 68,763 $3.3M
Campion Asset Management 2.41% Reduce -5.5% 68,488 $3.3M
Concentric Wealth Management, LLC 0.80% Reduce -3.3% 68,466 $3.3M
LM Advisors LLC 0.67% Reduce -8.4% 68,424 $3.3M
OLIO Financial Planning 1.38% Add +0.2% 79,859 $3.3M
Agilis Partners LLC 0.92% No change 68,380 $3.3M
Beacon Financial Group 0.35% Reduce -4.3% 67,878 $3.2M
Trust Co of the South 0.69% Add +3.0% 67,699 $3.2M
Accelerate Investment Advisors LLC 3.16% — 67,539 $3.2M
Truepoint, Inc. 0.09% Add +2.4% 66,958 $3.2M
Addis & Hill, Inc 2.45% Add +0.9% 66,932 $3.2M
CENTRAL TRUST Co 0.07% Add +0.5% 66,734 $3.2M
Allegiance Financial Group Advisory Services LLC 1.11% Reduce -2.1% 66,648 $3.2M
First Citizens Financial Corp 1.68% Reduce -8.5% 66,377 $3.2M
Ascent Group, LLC 0.24% Reduce -5.6% 66,367 $3.2M
Joel Isaacson & Co., LLC 0.15% Add +25.2% 66,232 $3.2M
Susquehanna International Group, LLP 0.01% Add +136.7% 66,113 $3.2M
Cutler Investment Counsel LLC 0.40% Reduce -1.1% 66,065 $3.2M
TFO Wealth Partners, LLC 0.59% Add +0.0% 65,901 $3.2M
Newport Capital Group, LLC 2.32% Add +3.5% 65,737 $3.1M
Aureus Asset Management, LLC 0.21% Reduce -82.6% 65,644 $3.1M
Per Stirling Capital Management, LLC. 0.43% Add +6.0% 65,488 $3.1M
NavPoint Financial, Inc. 2.52% Reduce -14.8% 65,419 $3.1M
Centaurus Financial, Inc. 0.20% Add +36.0% 65,243 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.67% No change 65,000 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +1.3% 64,747 $3.1M
Fiera Capital Corp 0.01% Reduce -0.0% 64,647 $3.1M
Global Strategic Investment Solutions, LLC 0.36% Reduce -12.8% 64,499 $3.1M
Equita Financial Network, Inc. 1.12% Add +2.6% 64,161 $3.1M
Avestar Capital, LLC 0.33% Reduce -2.2% 64,109 $3.1M
Brightwater Advisory LLC 2.25% Reduce -6.4% 64,021 $3.1M
Sharkey, Howes & Javer 0.44% New 63,967 $3.1M
E&G Advisors, LLC 0.85% Add +2.4% 63,939 $3.1M
American Financial Advisors, LLC 0.42% Reduce -3.4% 63,596 $3.0M
Bfsg, LLC 0.35% Reduce -9.1% 63,476 $3.0M
Werba Rubin Papier Wealth Management 0.71% Add +2.5% 63,211 $3.0M
Assetmark, Inc. 0.01% Add +11.8% 63,165 $3.0M
Ballast, Inc. 0.85% Add +0.9% 62,255 $3.0M
Watershed Private Wealth LLC 1.19% Reduce -35.8% 62,245 $3.0M
Disciplined Investments, LLC 1.47% Reduce -0.7% 62,232 $3.0M
First National Bank of Omaha 0.19% Reduce -19.1% 61,672 $3.0M
First Heartland Consultants, Inc. 0.32% Reduce -1.1% 61,527 $2.9M
Kitching Partners, LLC 3.94% Add +89.2% 61,406 $2.9M
LMCG Investments, LLC 0.18% Reduce -0.1% 61,319 $2.9M
Sarasin & Partners LLP 0.03% Add +0.1% 61,076 $2.9M
Creekside Partners 1.50% Add +1.4% 60,843 $2.9M
Stone Summit Wealth LLC 0.94% Add +0.9% 60,770 $2.9M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2.88% No change 60,414 $2.9M
FSB Premier Wealth Management, Inc. 1.18% Add +0.2% 60,316 $2.9M
Private Client Services, LLC 1.55% Add +11.3% 60,157 $2.9M
IFP Advisors, Inc 0.10% Add +0.5% 59,984 $2.9M
New Perspectives, Inc 1.53% Add +0.2% 59,962 $2.9M
Pinnacle Bancorp, Inc. 0.77% Add +7.3% 59,833 $2.9M
Resolute Advisors LLC 0.59% Add +0.8% 59,833 $2.9M
Red Wave Investments LLC 1.00% Reduce -0.4% 59,759 $2.9M
Sensible Financial Planning & Management, LLC. 0.56% Add +13.6% 59,614 $2.9M
Elmwood Wealth Management, Inc. 1.17% Add +10.3% 59,508 $2.8M
Smartleaf Asset Management LLC 0.35% Reduce -2.5% 59,001 $2.8M
Vista Investment Management 1.07% Add +0.1% 59,353 $2.8M
Aveo Capital Partners, LLC 0.30% Add +3.3% 59,257 $2.8M
Grey Fox Wealth Advisors, LLC 0.79% Add +3.1% 58,976 $2.8M
Hikari Power Ltd 0.23% No change 58,810 $2.8M
Welch & Forbes LLC 0.04% Reduce -9.8% 58,746 $2.8M
First Bancorp, Inc 1.95% Reduce -1.4% 58,676 $2.8M
Argent Trust Co 0.12% Reduce -17.6% 58,605 $2.8M
Buck Wealth Strategies, LLC 0.88% Reduce -4.2% 58,556 $2.8M
Connecticut Wealth Management, LLC 0.14% Reduce -6.7% 58,464 $2.8M
Brickley Wealth Management 0.57% Add +0.1% 58,237 $2.8M
Intrua Financial, LLC 0.45% Add +6.1% 58,115 $2.8M
Lazard Asset Management LLC 0.00% Reduce -27.8% 58,038 $2.8M
Powell Investment Advisors, LLC 1.29% Reduce -11.8% 57,860 $2.8M
Randall & Associates Wealth Management 2.26% Add +6.3% 57,794 $2.8M
Integrated Capital Management, LLC 1.46% — 57,643 $2.8M
Ironwood Investment Management LLC 1.34% Reduce -1.5% 57,582 $2.8M
Pachira Investments Inc. 2.12% Add +69.8% 57,509 $2.8M
SOL Capital Management CO 0.30% Reduce -7.1% 56,591 $2.7M
Opes Wealth Management LLC 0.52% Reduce -0.4% 56,593 $2.7M
Financial Advocates Investment Management 0.15% Add +0.0% 51,653 $2.7M
White Lighthouse Investment Management Inc. 0.48% Add +4.4% 56,367 $2.7M
Oliver Luxxe Assets LLC 0.48% Add +11.7% 56,030 $2.7M
Wells Trecaso Financial Group, LLC 0.88% Add +1.2% 55,958 $2.7M
Monarch Capital Management Inc. 0.72% Add +0.1% 55,816 $2.7M
Private Trust Co. NA 0.27% Add +1.2% 55,805 $2.7M
Hohimer Wealth Management, LLC 0.57% Add +0.7% 55,660 $2.7M
Fort Sheridan Advisors LLC 0.40% Add +6.2% 55,082 $2.6M
Summit Wealth Partners, LLC 0.51% Reduce -7.5% 55,031 $2.6M
Arcus Capital Partners, LLC 0.95% Add +0.3% 54,945 $2.6M
Blue Trust, Inc. 0.03% Add +15.6% 59,554 $2.6M
BigSur Wealth Management LLC 0.72% Add +1.3% 54,400 $2.6M
Brighton Jones LLC 0.10% Add +4.9% 54,382 $2.6M
Northland Capital Management LLC 1.49% Add +2.3% 54,334 $2.6M
Brown Miller Wealth Management, LLC 1.01% Reduce -1.0% 54,313 $2.6M
Integrity Wealth Solutions LLC 1.51% Reduce -1.8% 54,134 $2.6M
Burke & Herbert Bank & Trust Co. 0.60% Reduce -1.3% 54,094 $2.6M
Allen Investment Management, LLC 0.03% Reduce -96.5% 54,070 $2.6M
Fidelis Capital Partners, LLC 0.31% Add +108.0% 54,873 $2.6M
SignalPoint Asset Management, LLC 0.60% Add +28.9% 53,586 $2.6M
Motley Fool Wealth Management, LLC 0.13% Reduce -11.8% 53,788 $2.6M
HB Wealth Management, LLC 0.03% Add +0.7% 53,745 $2.6M
Francis Financial, Inc. 0.68% Add +13.7% 53,712 $2.6M
Garden State Investment Advisory Services LLC 0.82% Add +1.9% 53,531 $2.6M
Hexagon Capital Partners LLC 0.50% Add +0.4% 53,266 $2.5M
LMG Wealth Partners, LLC 0.58% Reduce -24.1% 53,158 $2.5M
Sterling Investment Management, LLC 1.93% Reduce -2.4% 53,109 $2.5M
AlphaStar Capital Management, LLC 0.20% Add +8.5% 53,070 $2.5M
Meridian Wealth Management, LLC 0.12% New 52,805 $2.5M
Ti-Trust, Inc. 1.81% Add +5.0% 52,697 $2.5M
Gilman Hill Asset Management, LLC 0.42% Reduce -3.7% 52,634 $2.5M
Great Point Wealth Advisors, LLC 0.54% Reduce -2.9% 52,520 $2.5M
Red Tortoise LLC 1.26% Reduce -0.2% 52,294 $2.5M
Fortitude Family Office, LLC 0.99% Add +3.0% 52,241 $2.5M
Flagship Harbor Advisors, LLC 0.14% Reduce -11.2% 52,238 $2.5M
Mitchell McLeod Pugh & Williams Inc. 0.52% Add +2.0% 52,133 $2.5M
Gainplan LLC 1.18% Add +3.8% 56,895 $2.5M
Greenleaf Trust 0.02% Add +18.6% 52,005 $2.5M
Main Management LLC 0.20% Reduce -12.2% 51,784 $2.5M
Wellington Management Group LLP 0.00% New 51,613 $2.5M
Tudor Investment Corporation 0.03% Reduce -58.7% 51,512 $2.5M
Running Point Capital Advisors, LLC 0.95% Reduce -5.6% 51,503 $2.5M
Kingfisher Capital LLC 0.57% Reduce -3.3% 51,496 $2.5M
Strategic Financial Partners, Ltd. 1.25% Reduce -63.7% 51,117 $2.4M
Great Lakes Advisors, LLC 0.02% Add +5.3% 51,115 $2.4M
AlTi Global, Inc. 0.06% Reduce -7.4% 51,040 $2.4M
Cyndeo Wealth Partners, LLC 0.17% Reduce -7.8% 50,948 $2.4M
Astoria Strategic Wealth, Inc. 0.71% Reduce -2.5% 50,946 $2.4M
Asset Allocation & Management Company, LLC 1.53% Reduce -28.5% 50,863 $2.4M
Louisbourg Investments Inc. 0.61% Add +8.1% 50,564 $2.4M
Arkadios Wealth Advisors 0.14% Reduce -3.1% 50,435 $2.4M
Quantitative Investment Management, LLC 0.24% New 50,327 $2.4M
Cary Street Partners Investment Advisory LLC 0.09% Add +15.7% 50,280 $2.4M
Upper Left Wealth Management, LLC 2.10% Add +65.6% 53,528 $2.4M
Merit Financial Group, LLC 0.05% Reduce -1.4% 49,893 $2.4M
Gemmer Asset Management LLC 0.24% Reduce -7.8% 49,799 $2.4M
Waterfront Wealth Inc. 0.58% Add +2.1% 50,497 $2.4M
Topel & Distasi Wealth Management, LLC 0.98% Reduce -42.1% 49,432 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.27% Reduce -3.7% 49,398 $2.4M
Avalon Capital Management 0.71% New 49,271 $2.4M
Allie Family Office LLC 1.27% Add +6.5% 49,366 $2.4M
Level Financial Advisors 0.90% Add +9.4% 49,019 $2.3M
Monument Group Wealth Advisors, LLC 1.40% Reduce -0.9% 48,804 $2.3M
Angeles Investment Advisors, LLC 0.12% Add +5784.1% 48,544 $2.3M
Life Planning Partners, Inc 2.07% Add +1.8% 48,457 $2.3M
Delta Financial Advisors LLC 0.84% Add +9.2% 48,401 $2.3M
Csenge Advisory Group 0.12% Add +3.9% 48,031 $2.3M
Maripau Wealth Management LLC 2.00% Add +33.3% 48,192 $2.3M
Compass Ion Advisors, LLC 0.28% Reduce -5.7% 47,895 $2.3M
Northwest Wealth Management, LLC 0.53% Reduce -4.3% 47,544 $2.3M
Gill Capital Partners, LLC 0.81% Add +0.8% 47,481 $2.3M
Centennial Bank 1.04% Add +1.9% 47,275 $2.3M
Koshinski Asset Management, Inc. 0.20% Add +6.2% 47,234 $2.3M
New England Private Wealth Advisors LLC 0.36% Add +2.3% 47,095 $2.3M
United Community Bank 0.88% Reduce -3.4% 47,047 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.63% Add +48.8% 46,860 $2.2M
Certus Wealth Management, LLC 1.56% Add +47.5% 46,859 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.34% Add +215.5% 46,838 $2.2M
MBL Wealth, LLC 0.24% Add +1.0% 46,820 $2.2M
Carlson Capital Management 0.10% Add +2.5% 46,817 $2.2M
Wade Financial Advisory, Inc 0.75% Reduce -2.0% 46,789 $2.2M
Andina Capital Management, LLC 1.69% Add +4.5% 46,377 $2.2M
Evanson Asset Management, LLC 0.16% Add +0.7% 46,314 $2.2M
BSW Wealth Partners 0.33% Reduce -1.3% 46,005 $2.2M
AQR Capital Management 0.00% Add +199.9% 45,899 $2.2M
SlateStone Wealth, LLC 0.20% Reduce -0.8% 45,875 $2.2M
Mosaic Advisors LLC 1.68% Add +10.9% 45,847 $2.2M
WESCAP Management Group, Inc. 0.55% Add +5.6% 45,721 $2.2M
Eastern Bank 0.04% New 45,618 $2.2M
Menora Mivtachim Holdings LTD. 0.01% Add +98.3% 45,600 $2.2M
Cassaday & Co Wealth Management LLC 0.06% Reduce -1.9% 45,597 $2.2M
Sterling Capital Management LLC 0.03% — 45,258 $2.2M
Falcon Wealth Planning 0.25% Reduce -6.0% 45,065 $2.2M
Quantum Portfolio Management LLC 1.16% Add +14.0% 44,820 $2.1M
Gold Investment Management Ltd. 0.90% Reduce -1.4% 44,551 $2.1M
Hardin Capital Partners, LLC 1.21% Reduce -1.2% 44,373 $2.1M
Silver Oak Securities, Incorporated 0.22% Add +44.1% 44,140 $2.1M
Sequoia Financial Advisors, LLC 0.02% Add +4.2% 44,490 $2.1M
CWA Asset Management Group, LLC 0.11% — 44,457 $2.1M
First Hawaiian Bank 0.07% Reduce -3.4% 44,389 $2.1M
Bridgewealth Advisory Group, LLC 0.77% Add +14.1% 44,122 $2.1M
CIBC Asset Management Inc 0.01% Reduce -0.1% 43,990 $2.1M
Legacy Edge Advisors, LLC 0.33% Add +12.1% 43,790 $2.1M
Cascade Financial Partners, LLC 0.26% Reduce -0.9% 44,119 $2.1M
Stokes Family Office, LLC 0.23% Reduce -15.8% 43,636 $2.1M
Keeley-Teton Advisors, LLC 0.23% Reduce -0.5% 43,615 $2.1M
Wealthcare Advisory Partners LLC 0.06% Add +22.1% 43,583 $2.1M
Community Bank, N.A. 0.26% Reduce -0.6% 43,465 $2.1M
Stablepoint Partners, LLC 0.38% Add +12.3% 43,371 $2.1M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.1M
Dynamic Wealth Strategies, LLC 1.68% Reduce -1.4% 43,114 $2.1M
Marshall Financial Group, LLC 0.49% Add +213.9% 42,657 $2.0M
Prospera Financial Services Inc 0.05% Reduce -0.4% 42,427 $2.0M
Cornerstone Wealth Management, LLC 0.14% Add +6.8% 42,263 $2.0M
Edge Financial Advisors LLC 1.79% Add +20.2% 42,090 $2.0M
JDM Financial Group LLC 1.09% Reduce -42.4% 42,088 $2.0M
Perissos Private Wealth Management, LLC 1.61% Reduce -28.6% 41,947 $2.0M
Westside Investment Management, Inc. 0.42% Add +2.0% 42,049 $2.0M
Wealthgate Family Office, LLC 5.53% No change 41,461 $2.0M
Trust Point Inc. 0.15% Add +7.4% 41,442 $2.0M
Aire Advisors, LLC 0.44% Reduce -0.1% 41,324 $2.0M
Sachem Hill LLC 0.40% Add +0.0% 41,033 $2.0M
Bahl & Gaynor LLC 0.01% Add +40.5% 41,006 $2.0M
Riverpoint Wealth Management Holdings, LLC 0.50% Reduce -0.1% 40,821 $2.0M
Nottingham Advisors, Inc. 0.22% Reduce -6.5% 40,654 $1.9M
Exchange Capital Management, Inc. 0.31% Reduce -4.9% 40,646 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Add +65.5% 40,640 $1.9M
City State Bank 0.71% Reduce -3.8% 40,569 $1.9M
Apollon Wealth Management, LLC 0.05% Reduce -3.4% 40,503 $1.9M
Sabal Trust CO 0.10% Add +35.3% 40,184 $1.9M
Aries Wealth Management 0.53% Reduce -0.7% 40,179 $1.9M
Matrix Asset Advisors Inc. 0.21% Add +7.0% 40,161 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -61.9% 40,051 $1.9M
VAUGHAN & Co SECURITIES, INC. 1.12% Reduce -2.0% 39,695 $1.9M
Simplex Trading, LLC 0.06% New 39,159 $1.9M
Aerodigm Wealth, LLC 1.18% Reduce -13.2% 39,134 $1.9M
Cwm, LLC 0.01% Reduce -26.8% 39,090 $1.9M
Pekin Hardy Strauss, Inc. 0.24% Add +0.3% 38,933 $1.9M
HUB Investment Partners, LLC 0.08% Add +2.7% 38,565 $1.8M
Eclectic Associates Inc. 0.72% Reduce -2.2% 38,379 $1.8M
Retirement Planning Group, LLC 0.10% Reduce -8.9% 38,373 $1.8M
Foundations Investment Advisors, LLC 0.04% Add +3.7% 38,231 $1.8M
Market Street Wealth Management Advisors LLC 0.30% Add +0.0% 38,225 $1.8M
Greenwich Wealth Management LLC 0.12% Reduce -0.4% 38,147 $1.8M
Crescent Grove Advisors, LLC 0.19% Add +0.1% 38,074 $1.8M
Roth Financial Partners LLC 0.73% Reduce -12.8% 38,061 $1.8M
Financial Enhancement Group LLC 0.35% Add +4.5% 45,432 $1.8M
Sound Stewardship, LLC 1.02% Reduce -5.4% 37,946 $1.8M
C2C Wealth Management, LLC 1.69% Reduce -11.3% 38,976 $1.8M
Capasso Planning Partners LLC 0.54% Add +2.7% 37,908 $1.8M
Canandaigua National Trust Co of Florida 1.56% — 37,847 $1.8M
Brand Asset Management Group, Inc. 0.71% Reduce -25.1% 37,738 $1.8M
Quartz Partners, LLC 1.13% — 37,716 $1.8M
Smart Portfolios, LLC 1.83% Reduce -6.8% 37,538 $1.8M
RS Crum Inc. 0.42% Reduce -2.3% 37,501 $1.8M
Holistic Financial Partners 0.86% Reduce -0.6% 37,425 $1.8M
Financial Planning & Information Services, Inc. 0.25% Add +28.5% 37,317 $1.8M
Golden Road Advisors LLC 1.39% Add +3.7% 37,167 $1.8M
Shufro Rose & Co. LLC 0.14% No change 40,524 $1.8M
General Partner, Inc. 1.10% No change 36,998 $1.8M
Braun-Bostich & Associates Inc. 1.23% Reduce -6.3% 36,813 $1.8M
Krilogy Financial LLC 0.12% Add +12.5% 36,635 $1.8M
Cadence Wealth Management LLC 1.42% Add +72.5% 36,602 $1.8M
Evermay Wealth Management LLC 0.28% Reduce -6.0% 36,579 $1.8M
Aspen Grove Capital, LLC 0.39% Add +0.1% 36,561 $1.7M
Merriman Wealth Management, LLC 0.07% Add +5.2% 36,481 $1.7M
SilverOak Wealth Management LLC 0.39% Reduce -6.1% 36,299 $1.7M
West Financial Advisors, LLC 0.33% Add +1.1% 36,259 $1.7M
Red Lighthouse Investment Management, LLC 0.68% No change 36,195 $1.7M
Navalign, LLC 0.51% Add +6.3% 36,150 $1.7M
Mechanics Financial Corp 0.76% Add +5.0% 36,108 $1.7M
KMG Fiduciary Partners, LLC 0.15% Reduce -0.7% 36,088 $1.7M
Daymark Wealth Partners, LLC 0.07% Add +9.1% 36,085 $1.7M
FSA Advisors, Inc. 1.72% Reduce -4.5% 36,294 $1.7M
NBT Bank, N.A. 0.12% Reduce -2.2% 35,883 $1.7M
Trek Financial, LLC 0.13% Add +155.0% 35,851 $1.7M
Gotham Asset Management 0.02% Add +9.7% 35,813 $1.7M
Compass Advisory Group LLC 0.66% Reduce -6.1% 35,674 $1.7M
Chicago Partners Investment Group LLC 0.06% Reduce -11.6% 36,059 $1.7M
One Capital Management, LLC 0.05% Reduce -4.0% 35,434 $1.7M
Valley Wealth Managers, Inc. 0.13% Add +0.6% 35,417 $1.7M
Qube Research & Technologies Ltd 0.00% New 35,416 $1.7M
Stock Yards Bank & Trust Co. 0.05% Reduce -1.8% 35,305 $1.7M
Global Trust Asset Management, LLC 0.63% Reduce -5.2% 35,263 $1.7M
Ieq Capital, LLC 0.02% Reduce -33.0% 34,913 $1.7M
Richardson Financial Services Inc. 1.06% Add +102.6% 36,362 $1.7M
Titleist Asset Management, LLC 0.24% Add +6.7% 34,577 $1.7M
Charter Oak Capital Management, LLC 0.15% Add +2.5% 34,542 $1.7M
Verum Partners LLC 0.49% Reduce -3.5% 34,532 $1.7M
Financial Guidance Group, Inc. 0.96% Add +50.2% 34,529 $1.7M
Mill Creek Capital Advisors, LLC 0.04% Add +47.7% 34,454 $1.6M
Phillips Financial Management, LLC 0.13% Reduce -0.3% 34,378 $1.6M
Nabity-Jensen Investment Management Inc 1.25% Reduce -1.2% 34,255 $1.6M
NorthRock Partners, LLC 0.05% Reduce -5.4% 34,191 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -24.7% 34,092 $1.6M
Rockingstone Advisors LLC 0.80% Add +2.1% 34,057 $1.6M
Asset Management Group, Inc. 0.23% Add +0.3% 33,822 $1.6M
Gridiron Partners, LLC 0.98% No change 33,718 $1.6M
Rooted Wealth Advisors, Inc. 0.72% Reduce -36.8% 32,436 $1.6M
Mayport, LLC 0.51% Reduce -2.2% 33,541 $1.6M
Breed's Hill Capital LLC 1.31% Add +3.2% 33,516 $1.6M
Dakota Wealth Management 0.04% Add +2.3% 33,482 $1.6M
Enterprise Bank & Trust Co 0.52% Reduce -0.6% 33,430 $1.6M
Novak & Powell Financial Services, Inc. 0.92% Reduce -1.4% 33,191 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -8.4% 33,145 $1.6M
Wilson & Boucher Capital Management, LLC 1.09% Add +17.0% 33,126 $1.6M
Liberty Capital Management, Inc. 0.35% No change 33,102 $1.6M
Armbruster Capital Management, Inc. 0.31% Add +3.7% 32,880 $1.6M
St Germain D J Co. Inc. 0.07% Reduce -3.0% 32,834 $1.6M
Rockland Trust Co. 0.08% Reduce -11.0% 32,809 $1.6M
Rosenberg Matthew Hamilton 0.40% Add +8.3% 32,332 $1.5M
Windsor Capital Management, LLC 0.45% Reduce -1.5% 32,273 $1.5M
Carmichael Hill & Associates, Inc. 0.57% Add +29.8% 32,186 $1.5M
Nova R Wealth, Inc. 0.75% Reduce -1.2% 32,028 $1.5M
Pictet North America Advisors SA 0.15% Add +12.3% 32,014 $1.5M
Cape Cod Five Cents Savings Bank 0.14% Reduce 0.0% 31,961 $1.5M
First Trust Advisors LP 0.00% Add +2.5% 31,924 $1.5M
Coastline Trust Co 0.18% Reduce -51.9% 31,750 $1.5M
Bakala Capital LLC 10.10% Add +2.2% 31,718 $1.5M
Shepherd Financial Partners LLC 0.18% Reduce -3.3% 31,670 $1.5M
Diversified Trust Co. 0.04% Reduce -0.5% 31,451 $1.5M
MorganRosel Wealth Management, LLC 0.49% Add +2.8% 31,376 $1.5M
Global Financial Private Client, LLC 0.58% Add +0.3% 31,231 $1.5M
LongView Wealth Management 0.48% Reduce -10.1% 31,223 $1.5M
Gould Asset Management LLC 0.32% Reduce -19.3% 31,221 $1.5M
Maia Wealth LLC 0.37% Add +4.0% 31,691 $1.5M
GAM Holding AG 0.12% No change 31,000 $1.5M
Norway Savings Bank 0.80% Reduce -26.1% 30,957 $1.5M
AMG National Trust Bank 0.04% Reduce -29.1% 30,913 $1.5M
SP Asset Management LLC 0.12% Reduce -35.1% 30,741 $1.5M
Kendall Capital Management 0.45% No change 30,584 $1.5M
Granite Investment Partners, LLC 0.06% Add +10.9% 30,536 $1.5M
Financial Insights, Inc. 0.48% Reduce -24.6% 30,536 $1.5M
Hilltop Holdings Inc. 0.10% Add +109.1% 30,508 $1.5M
Strategic Financial Concepts, LLC 0.46% Reduce -97.5% 30,476 $1.5M
City Holding Co. 0.20% Add +11.2% 30,485 $1.5M
Root Financial Partners, LLC 0.23% Add +45.1% 30,445 $1.5M
Park Place Capital Corp 0.42% Add +114.2% 30,217 $1.4M
Cobblestone Capital Advisors LLC 0.08% Add +0.3% 30,113 $1.4M
Coyle Financial Counsel LLC 0.50% Add +5.0% 32,927 $1.4M
Continuum Advisory, LLC 0.18% Reduce -3.2% 31,855 $1.4M
Keel Point, LLC 0.12% Reduce -4.7% 30,077 $1.4M
HBW Advisory Services LLC 0.21% Reduce -10.4% 30,003 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +0.0% 29,939 $1.4M
Morton Brown Family Wealth, LLC 0.51% Reduce -0.0% 29,851 $1.4M
Princeton Global Asset Management LLC 0.28% Add +692.5% 29,821 $1.4M
Evergreen Capital Management LLC 0.05% Reduce -48.2% 29,631 $1.4M
Choate Investment Advisors 0.04% No change 29,589 $1.4M
North Star Investment Management Corp. 0.10% Reduce -5.9% 29,553 $1.4M
Family Wealth Partners, LLC 0.72% Reduce -0.9% 29,436 $1.4M
Oxford Financial Group, LTD. LLC 0.09% Reduce -9.2% 29,285 $1.4M
Baker Boyer National Bank 0.47% Reduce -11.3% 29,242 $1.4M
HBK Sorce Advisory LLC 0.04% Reduce -3.6% 29,213 $1.4M
Fca Corp. 0.43% Add +9.5% 29,170 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.19% Reduce -0.0% 29,165 $1.4M
Certified Advisory Corp 0.15% Add +4.5% 29,153 $1.4M
Thrive Capital Management, LLC 0.66% Add +2.3% 29,090 $1.4M
Institute for Wealth Management, LLC. 0.18% Add +12.3% 29,087 $1.4M
Carret Asset Management, LLC 0.15% Reduce -1.3% 29,085 $1.4M
Investment Advisory Group, LLC 0.48% Add +7.8% 29,059 $1.4M
First Nebraska Trust Co 0.13% Reduce -2.4% 28,941 $1.4M
Bleakley Financial Group, LLC 0.04% Reduce -2.5% 28,850 $1.4M
Petredis Investment Advisors LLC 0.15% Add +12.4% 28,654 $1.4M
N.E.W. Advisory Services LLC 0.14% Add +12.1% 28,655 $1.4M
Bruce G. Allen Investments, LLC 1.06% Reduce -4.6% 28,602 $1.4M
GC Wealth Management RIA, LLC 0.24% Add +8.4% 28,559 $1.4M
Forza Wealth Management, LLC 0.62% Reduce -1.3% 28,405 $1.4M
Interchange Capital Partners, LLC 0.48% Reduce -11.0% 28,336 $1.4M
C M Bidwell & Associates Ltd. 0.83% Add +3.7% 28,336 $1.4M
Prudent Man Advisors, LLC 0.45% Reduce -1.1% 25,848 $1.4M
Pure Portfolios Holdings LLC 0.51% — 28,241 $1.4M
Allen Capital Group, LLC 0.17% Add +16.4% 28,204 $1.3M
Rossmore Private Capital 0.17% Add +1.3% 28,188 $1.3M
Cambridge Capital Management, LLC 0.89% Reduce -0.1% 28,142 $1.3M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.3M
Arbor Trust Wealth Advisors, LLC 0.70% No change 30,665 $1.3M
Lanark Financial, Inc. 0.11% Reduce -0.1% 27,935 $1.3M
Hassell Wealth Management, LLC 0.56% Add +3.1% 28,665 $1.3M
Lindbrook Capital, LLC 0.12% No change 27,896 $1.3M
Baron Silver Stevens Financial Advisors, LLC 0.23% Add +0.2% 27,894 $1.3M
Lake Street Private Wealth, LLC 0.21% Add +3.1% 27,764 $1.3M
Foresight Capital Management Advisors, Inc. 0.79% Add +5.1% 27,716 $1.3M
Retirement Investment Advisors, Inc. 0.14% Reduce -0.5% 27,691 $1.3M
Quadrant Capital Group LLC 0.09% Add +0.5% 27,635 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Reduce -1.7% 27,487 $1.3M
Viewpoint Capital Management LLC 0.73% Add +2.0% 27,144 $1.3M
Cypress Wealth Services, LLC 0.27% Reduce -2.2% 27,313 $1.3M
Clarity Capital Advisors, LLC 0.94% Add +1.7% 27,258 $1.3M
Scotia Capital Inc. 0.01% Add +2.9% 27,236 $1.3M
Covestor Ltd 0.82% Add +11.3% 27,237 $1.3M
Sovereign Investment Advisors, LLC 0.43% Add +0.8% 27,227 $1.3M
Seldon Capital LP 0.73% No change 27,148 $1.3M
LifePlan Investment Advisors, Inc. 0.83% Add +26.0% 27,115 $1.3M
John G Ullman & Associates Inc. 0.19% Reduce -2.7% 26,919 $1.3M
Pathway Financial Advisors LLC 0.33% Reduce -8.3% 26,915 $1.3M
Oak Family Advisors, LLC 0.46% Reduce -0.0% 26,805 $1.3M
Highland Capital Management, LLC 0.07% Add +11.1% 26,805 $1.3M
Flagstar Securities, Inc. 0.32% Reduce -0.1% 26,783 $1.3M
Security Benefit Life Insurance Co. 0.65% No change 26,600 $1.3M
Capital Analysts, LLC 0.05% Add +0.8% 26,560 $1.3M
Prio Wealth Limited Partnership 0.04% No change 26,390 $1.3M
LifeGuide Financial Advisors, LLC 0.53% Add +9.9% 26,195 $1.3M
Conservest Capital Advisors, Inc. 0.13% No change 29,954 $1.3M
Chapin Davis, Inc. 0.40% Add +5.1% 26,073 $1.2M
Bigelow Investment Advisors, LLC 0.55% Reduce -4.3% 25,872 $1.2M
Innealta Capital, LLC 0.50% Reduce -3.0% 25,751 $1.2M
Elgethun Capital Management 0.29% Reduce -0.6% 25,726 $1.2M
Well Done, LLC 0.22% Reduce -0.1% 25,707 $1.2M
Chemistry Wealth Management LLC 0.29% Reduce -2.9% 25,657 $1.2M
Independent Financial Group, LLC 0.05% Reduce -7.4% 25,621 $1.2M
Asset Dedication, LLC 0.08% Add +12.4% 25,521 $1.2M
Journey Strategic Wealth LLC 0.04% Add +1.0% 25,332 $1.2M
Appleton Partners Inc. 0.09% Reduce -15.5% 25,260 $1.2M
Sunesis Advisors, LLC 0.73% No change 25,217 $1.2M
Mayflower Financial Advisors, LLC 0.18% Reduce -0.4% 25,185 $1.2M
First American Bank 0.09% Reduce -0.3% 25,084 $1.2M
Noble Family Wealth, LLC 0.32% Add +0.1% 25,072 $1.2M
McLean Asset Management Corp 0.36% Add +191.8% 24,262 $1.2M
Motiv8 Investments LLC 0.80% Reduce -27.7% 24,868 $1.2M
Gilbert & Cook, Inc. 0.16% Reduce -22.8% 24,845 $1.2M
Western Wealth Management, LLC 0.07% Add +132.5% 24,715 $1.2M
HSBC Holdings PLC 0.00% Reduce -8.6% 24,700 $1.2M
Radnor Capital Management, LLC 0.18% New 24,635 $1.2M
Sowell Financial Services LLC 0.05% Reduce -10.1% 24,629 $1.2M
BlackDiamond Wealth Management, LLC 0.71% Reduce -26.7% 25,771 $1.2M
Studio Investment Management LLC 0.25% Add +7.5% 24,459 $1.2M
International Assets Investment Management, LLC 0.10% Reduce -1.4% 24,453 $1.2M
DB Fitzpatrick & Co, Inc 1.02% Add +4.4% 24,384 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -4.5% 24,352 $1.2M
Sax Wealth Advisors, LLC 0.10% Add +18.6% 24,315 $1.2M
Redwood Investments, LLC 0.35% No change 24,320 $1.2M
Five Oceans Advisors 0.55% Reduce -10.4% 24,219 $1.2M
Kiley Juergens Wealth Management, LLC 0.30% Add +2.5% 24,189 $1.2M
FC Advisory LLC 0.39% Add +5.0% 24,162 $1.2M
Sharp Wealth Advisory, LLC 0.89% Add +19.4% 24,140 $1.2M
Encompass Wealth Advisors, LLC 0.29% Reduce -3.5% 24,115 $1.2M
First National Bank & Trust Co. of Newtown 0.22% Add +1.5% 24,054 $1.2M
Black Diamond Financial, LLC 0.19% Reduce -2.4% 23,843 $1.1M
Seaside Wealth Management, Inc. 0.43% Reduce -0.6% 23,826 $1.1M
Balentine LLC 0.04% Reduce -11.9% 23,785 $1.1M
PAX Financial Group, LLC 0.20% Reduce -58.6% 23,729 $1.1M
Afg Fiduciary Services Limited Partnership 0.76% Add +6.0% 23,505 $1.1M
Narus Financial Partners, LLC 0.40% Add +0.8% 23,546 $1.1M
Synergy Financial Group, LTD 1.06% Add +2.3% 23,364 $1.1M
Washington Trust Bank 0.11% Add +0.3% 23,358 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +20.2% 23,357 $1.1M
Moser Wealth Advisors, LLC 0.58% Reduce -8.1% 23,351 $1.1M
Swmg, LLC 0.46% Add +2.2% 24,447 $1.1M
Carrera Capital Advisors 0.27% Add +5.3% 23,234 $1.1M
Diversified Portfolios, Inc. 0.12% Add +3.9% 23,197 $1.1M
StoneX Group Inc. 0.08% Reduce -3.8% 23,161 $1.1M
Fiduciary Financial Group, LLC 0.25% Add +28.8% 23,029 $1.1M
Peak Financial Management, Inc. 0.32% Reduce -2.8% 23,009 $1.1M
ESL Trust Services, LLC 0.25% Reduce -0.8% 23,003 $1.1M
National Philanthropic Trust 0.02% Reduce -1.7% 22,992 $1.1M
Nomura Asset Management Co. Ltd. 0.00% No change 22,900 $1.1M
Catalyst Private Wealth, LLC 0.54% Add +5.8% 22,889 $1.1M
Davidson Trust Co. 0.56% Add +9.5% 22,819 $1.1M
Roberts Glore & Co. Inc. 0.32% Reduce -1.8% 22,800 $1.1M
Rockwood Wealth Management, LLC 0.12% Reduce -5.0% 22,606 $1.1M
Snowden Capital Advisors LLC 0.03% Add +15.1% 22,603 $1.1M
F&V Capital Management, LLC 0.28% No change 22,580 $1.1M
Commons Capital, LLC 1.19% New 22,554 $1.1M
WMS Partners, LLC 0.06% Reduce -1.6% 22,521 $1.1M
Stonebridge Financial Planning Group, LLC 0.51% Add +3.9% 22,434 $1.1M
RHS Financial, LLC 0.54% Reduce -3.9% 22,351 $1.1M
Matthew Goff Investment Advisor, LLC 0.20% Add +0.1% 22,087 $1.1M
Moors & Cabot, Inc. 0.05% Add +4.8% 22,001 $1.1M
Busey Bank 0.03% Add +5.8% 21,785 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 18,319 $1.0M
Eukles Asset Management 0.42% Reduce -1.0% 21,708 $1.0M
SageView Advisory Group, LLC 0.05% Reduce -15.6% 21,613 $1.0M
Ausdal Financial Partners, Inc. 0.11% Add +1.4% 21,606 $1.0M
Red Door Wealth Management, LLC 0.17% Reduce -1.0% 21,551 $1.0M
Evergreen Wealth Management, LLC 0.62% Add +5.8% 21,526 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 21,503 $1.0M
Aspen Investment Management Inc 0.48% Reduce -0.1% 21,406 $1.0M
Swisher Financial Concepts, Inc. 0.64% Add +69.7% 22,341 $1.0M
Sound View Wealth Advisors Group, LLC 0.08% Add +20.4% 21,341 $1.0M
Meridian Investment Counsel Inc. 0.31% No change 21,313 $1.0M
BluePointe Capital Management, LLC 0.66% Add +5.0% 21,284 $1.0M
Everett Harris & Co. 0.01% Reduce -11.5% 21,256 $1.0M
Visionary Wealth Advisors 0.06% Add +2.3% 21,223 $1.0M
Shakespeare Wealth Management, LLC 0.26% Reduce -3.9% 21,122 $1.0M
Millennium Management 0.00% Reduce -71.9% 21,071 $1.0M
Pitcairn Co. 0.06% Reduce -23.4% 21,064 $1.0M
Bragg Financial Advisors, Inc 0.04% Add +1.2% 21,003 $1.0M
Dentgroup LLC 0.75% Reduce -9.7% 21,000 $1.0M
Berkeley Capital Partners, LLC 0.29% Add +0.3% 20,989 $1.0M
Causeway Capital Management LLC 0.02% Add +32.9% 20,965 $1.0M
Roof Eidam Maycock Peralta, LLC 0.25% Add +24.4% 20,876 $999K
Rainey & Randall Wealth Advisors Inc. 0.21% Add +0.1% 20,868 $999K
ETF Portfolio Partners, Inc. 0.29% Reduce -5.2% 20,741 $992K
Orgel Wealth Management, LLC 0.02% No change 20,694 $990K
Plan Group Financial, LLC 0.52% Reduce -10.9% 20,621 $987K
Unionview, LLC 0.77% Reduce -3.9% 20,560 $984K
Ifrah Financial Services, Inc. 0.27% Add +1.2% 20,555 $984K
Keudell/Morrison Wealth Management 0.27% Add +13.8% 20,508 $981K
Tufton Capital Management 0.18% Reduce -2.1% 20,464 $979K
Essex Financial Services, Inc. 0.07% Reduce -0.0% 20,567 $976K
Schaper Benz & Wise Investment Counsel Inc. 0.08% New 20,373 $975K
Parkside Investments, LLC 0.15% Add +8.0% 20,361 $974K
Arcadia Investment Management Corp. 0.16% Reduce -28.8% 20,349 $974K
Catalyst Financial Partners LLC 0.19% Reduce -3.6% 20,210 $967K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.8% 19,970 $956K
Ashton Thomas Securities, LLC 0.19% Add +0.4% 19,975 $956K
Palisade Asset Management, LLC 0.09% Reduce -2.5% 19,878 $951K
Morling Financial Advisors, LLC 0.36% Add +19.0% 19,744 $945K
First National Corp. /Ma/ 0.21% Add +1.6% 19,735 $944K
PBMares Wealth Management LLC 0.20% Reduce -0.6% 19,585 $937K
Webster Bank, N. A. 0.10% Reduce -9.5% 19,566 $936K
Gradient Capital Advisors, LLC 0.31% Reduce -0.5% 19,547 $935K
First Financial Corp. 0.45% Reduce -3.2% 19,486 $932K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -0.1% 19,470 $932K
High Net Worth Advisory Group LLC 0.26% Add +65.0% 19,453 $931K
Rothschild & Co Wealth Management UK Ltd 0.01% Reduce -32.6% 19,436 $930K
Gladstone Institutional Advisory LLC 0.05% Add +0.7% 19,419 $929K
DF Dent & Co. Inc. 0.01% No change 19,381 $927K
Collective Family Office LLC 0.25% Add +2.1% 19,338 $925K
Rf&l Wealth Management, LLC 0.65% Add +0.0% 19,185 $918K
Plum Street Advisors, LLC 0.46% Add +3.9% 19,184 $918K
Conrad Siegel Investment Advisors, Inc. 0.25% Add +1.4% 19,050 $912K
Clear Harbor Asset Management, LLC 0.07% No change 18,996 $909K
Long Road Investment Counsel, LLC 0.36% No change 18,980 $908K
Integrated Investment Consultants, LLC 0.20% Reduce -2.4% 18,911 $905K
Signet Financial Management, LLC 0.12% Add +0.7% 18,886 $904K
First Interstate Bank 0.05% Reduce -24.8% 18,862 $903K
Debussy Capital Management LP 0.26% Reduce -3.1% 18,811 $900K
Community Financial Services Group, LLC 0.18% Reduce -2.1% 18,787 $899K
Private Capital Management LLC 0.16% Reduce -8.7% 18,735 $896K
Park Edge Advisors, LLC 0.26% Reduce -1.9% 18,696 $895K
Mma Asset Management LLC 0.24% Add +147.9% 20,814 $895K
New Century Financial Group, LLC 0.33% Add +11.0% 18,623 $891K
Rehmann Capital Advisory Group 0.06% Reduce -5.9% 18,580 $889K
Twin Lakes Capital Management, LLC 0.57% Add +0.2% 18,440 $882K
Obsidian Personal Planning Solutions LLC 0.46% Reduce -2.4% 18,944 $882K
Barrett & Company, Inc. 0.38% Reduce -0.3% 18,421 $881K
Perritt Capital Management Inc 0.45% Reduce -0.1% 18,323 $877K
One Wealth Advisors, LLC 0.13% Reduce -6.7% 18,292 $875K
Arbor Wealth Advisors LLC 0.79% Add +0.0% 18,277 $875K
Glass Jacobson Investment Advisors llc 0.29% Add +14.1% 18,251 $873K
Aquire Wealth Advisors, LLC 0.27% Add +0.6% 18,231 $872K
Orrstown Financial Services Inc. 0.26% Add +4.5% 18,194 $871K
Zions Bancorporation, N.A. 0.06% Add +1.4% 18,167 $869K
Park National Corp. 0.03% Reduce -38.5% 18,059 $864K
BOS Asset Management, LLC 0.32% Reduce -0.2% 17,999 $861K
Essex LLC 0.18% Add +3.2% 17,940 $858K
United Advisor Group, LLC 0.19% Reduce -31.6% 17,922 $858K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +6.8% 17,838 $854K
Tilson Financial Group, Inc. 0.37% New 17,829 $853K
Provida Pension Fund Administrator 0.02% No change 17,784 $851K
WASHINGTON TRUST Co 0.03% Add +0.6% 17,628 $844K
Petix & Botte Co 0.22% Reduce -4.1% 17,624 $843K
Halbert Hargrove Global Advisors, LLC 0.05% Add +45.2% 17,597 $842K
World Equity Group, Inc. 0.30% Reduce -3.9% 17,540 $839K
Crestwood Advisors Group, LLC 0.02% Add +0.4% 17,492 $837K
Orcam Financial Group 0.81% Add +222.6% 17,444 $835K
Jackson Creek Investment Advisors LLC 0.25% Add +5.3% 17,370 $831K
Invesco Ltd. 0.00% Reduce -8.2% 17,342 $830K
Washington Trust Advisors, Inc. 0.07% Add +2.0% 17,162 $821K
Westmount Partners, LLC 0.25% Add +1.0% 17,151 $821K
Motco 0.08% Reduce -30.2% 17,146 $820K
WCG Wealth Advisors LLC 0.06% Add +12.7% 17,113 $819K
Quantinno Capital Management LP 0.01% Add +163.7% 16,999 $813K
Mustard Seed Financial, LLC 0.67% Reduce -2.5% 16,899 $809K
Balanced Rock Investment Advisors LLC 0.63% Add +8.7% 16,814 $805K
Kovack Advisors, Inc. 0.08% Add +2.9% 16,755 $802K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -0.6% 16,735 $801K
Lynx Investment Advisory 0.57% Add +5.4% 16,653 $797K
Seven Mile Advisory 0.53% Add +3.8% 16,651 $797K
Texas Capital Bank Wealth Management Services Inc 0.08% Reduce -36.5% 16,619 $795K
Waypoint Wealth Partners Inc. 0.21% Add +1.8% 16,588 $794K
Prosperity Planning, Inc. 0.35% Reduce -0.6% 16,439 $787K
WealthShield Partners, LLC 0.11% Add +11.3% 16,423 $786K
Warwick Investment Management, Inc. 0.19% Add +10.5% 16,369 $783K
Adero Partners, LLC 0.05% Add +15.0% 16,338 $782K
Virtue Capital Management, LLC 0.16% Reduce -1.3% 16,306 $780K
River Wealth Advisors LLC 0.10% Reduce -1.5% 16,273 $779K
Ascent Wealth Partners, LLC 0.11% Reduce -0.8% 16,271 $779K
Cape Ann Savings Bank 0.45% Add +15.4% 16,259 $778K
Legacy Bridge, LLC 0.42% No change 16,202 $775K
Boston Research & Management Inc. 0.18% No change 16,147 $773K
Baldwin Wealth Partners LLC 0.05% Reduce -2.3% 16,040 $768K
Mechanics Bank Trust Department 0.10% Reduce -30.6% 16,012 $766K
My Personal CFO, LLC 0.42% Add +2.3% 15,930 $762K
Fortis Advisors, LLC 0.49% Add +50.1% 15,879 $760K
Total Clarity Wealth Management, Inc. 0.24% Reduce -4.2% 15,876 $760K
Freedom Investment Management, Inc. 0.06% Add +4.5% 15,864 $759K
QRG Capital Management, Inc. 0.01% Add +21.8% 15,853 $759K
NorthStar Asset Management LLC 0.50% Reduce -1.1% 15,738 $753K
Marshall Financial Group Inc. 0.23% Add +0.7% 15,672 $750K
DecisionPoint Financial, LLC 0.24% Reduce -3.0% 15,641 $748K
Essex Bank 0.19% Add +16.5% 15,619 $747K
Horan Securities, Inc. 0.29% Add +123.5% 15,589 $746K
Net Worth Advisory Group 0.22% — 15,570 $745K
Bank of Marin 0.60% Add +7.2% 15,567 $745K
Zacks Investment Management 0.01% Add +0.1% 15,469 $740K
Lam Group, Inc. 0.52% Reduce -0.1% 15,360 $735K
BlackRock, Inc. 0.00% — 15,352 $735K
MMBG Investment Advisors Co. 0.08% No change 15,336 $734K
Advisors Capital Management, LLC 0.01% Add +0.6% 15,328 $733K
Sapient Capital LLC 0.01% Add +5.8% 15,266 $730K
Petra Financial Advisors Inc. 0.48% Add +6.0% 15,186 $727K
Hutchens & Kramer Investment Management Group, LLC 0.40% Reduce -15.0% 15,048 $725K
Flputnam Investment Management Co. 0.01% Reduce -32.8% 15,161 $725K
Warner Financial, Inc. 0.32% Reduce -75.1% 15,158 $725K
Hibernia Wealth Partners, LLC 0.25% Add +217.1% 15,117 $723K
Cannon Financial Strategists, Inc. 0.13% Reduce -3.3% 15,109 $723K
Cohen Capital Management, Inc. 0.12% Add +0.1% 15,071 $721K
Financial Life Advisors 0.27% Reduce -8.9% 15,047 $720K
Cora Capital Advisors LLC 0.35% Reduce -7.0% 14,928 $714K
Alamar Capital Management, LLC 0.39% Reduce -1.0% 14,799 $708K
Clifford Swan Investment Counsel LLC 0.02% No change 14,653 $701K
Beaird Harris Wealth Management, LLC 0.06% Add +44.8% 14,624 $700K
Stratos Investment Management, LLC 0.05% Add +103.8% 14,585 $698K
Aaron Wealth Advisors LLC 0.08% No change 14,542 $696K
Kaizen Financial Strategies 0.41% Reduce -2.8% 14,539 $696K
Sightline Wealth Advisors, LLC 0.38% Reduce -5.4% 14,487 $693K
Weik Capital Management 0.28% No change 14,425 $690K
Insigneo Advisory Services, LLC 0.07% Add +9.7% 14,425 $690K
Sterling Investment Advisors, Ltd. 0.17% Add +25.4% 14,410 $690K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.0% 14,400 $689K
Gryphon Financial Partners LLC 0.09% Add +11.4% 14,375 $688K
Geller Advisors LLC 0.05% Add +2.5% 14,260 $682K
Missouri Trust & Investment Co 0.24% Reduce -0.3% 14,193 $679K
HTG Investment Advisors, Inc. 0.32% Add +1.6% 14,169 $678K
Emerald Advisors, LLC 0.10% Reduce -0.3% 14,149 $677K
Stordahl Capital Management, Inc. 0.16% Reduce -13.6% 14,026 $676K
WFA of San Diego, LLC 0.57% Reduce -0.8% 14,107 $675K
Elevation Point Wealth Partners, LLC 0.06% New 14,086 $674K
American Financial & Tax Strategies Inc. 0.34% Add +0.0% 14,072 $673K
Baron Capital (BAMCO) 0.00% New 14,069 $673K
Columbia Asset Management 0.12% New 14,033 $671K
RDA Financial Network 0.21% Reduce -7.7% 14,016 $671K
Treynor Bancshares, Inc. 0.69% Reduce -21.0% 13,980 $669K
Goelzer Investment Management, Inc. 0.04% Reduce -9.6% 13,951 $668K
Sharper & Granite LLC 0.30% Add +0.9% 13,933 $667K
Kraft Asset Management, LLC 0.52% No change 13,908 $665K
Verus Capital Partners, LLC 0.06% Reduce -7.5% 13,852 $663K
Glen Eagle Advisors, LLC 0.11% Add +1.7% 13,847 $663K
Quantum Financial Advisors, LLC 0.10% No change 13,844 $662K
Optimum Investment Advisors 0.29% No change 13,835 $662K
Bridgewater Advisors Inc. 0.07% Reduce -6.6% 14,081 $662K
Archvest Wealth Advisors, Inc. 0.42% Reduce -2.0% 13,786 $660K
Keystone Financial Group 0.08% New 13,749 $658K
Global Assets Advisory, LLC 0.36% Add +13.4% 13,640 $658K
Madden Advisory Services, Inc. 0.30% Add +6.5% 13,712 $656K
Cozad Asset Management Inc. 0.06% Reduce -11.1% 13,708 $656K
PFG Investments, LLC 0.04% Reduce -2.4% 13,692 $655K
Prosperity Consulting Group, LLC 0.05% Reduce -24.9% 13,633 $652K
IHT Wealth Management, LLC 0.02% Reduce -5.9% 13,610 $652K
CGC Financial Services, LLC 0.26% Add +5.7% 13,434 $643K
Key Financial Inc 0.14% Reduce -11.3% 13,419 $642K
ARK & TLK Investments, LLC 0.23% Reduce -0.7% 13,417 $642K
Tull Financial Group, Inc. 0.39% — 13,415 $642K
Etesian Wealth Advisors, Inc. 0.29% Add +2.9% 13,404 $641K
Ackerman Capital Advisors, LLC 0.16% Add +8.0% 13,318 $637K
Private Wealth Management Group, LLC 0.25% Add +0.0% 13,281 $635K
State Street Corp. 0.00% Add +36.5% 13,173 $630K
Icon Wealth Advisors, LLC 0.05% Reduce -7.1% 13,166 $630K
Black Cypress Capital Management, LLC 0.57% Reduce -5.6% 13,160 $630K
Squire Investment Management Company, LLC 0.30% Reduce -1.6% 13,148 $629K
Arista Wealth Management, LLC 0.15% Add +10.4% 13,114 $628K
NorthLanding Financial Partners, LLC 0.62% Reduce -0.5% 13,094 $627K
Liberty Wealth Management LLC 0.11% Reduce -37.2% 13,164 $626K
Independent Advisor Alliance 0.02% Reduce -63.6% 12,907 $618K
James Hambro & Partners LLP 0.03% No change 12,880 $616K
Harmony Asset Management LLC 0.23% Add +24.1% 12,815 $613K
Founders Financial Securities LLC 0.06% Add +1.7% 12,812 $613K
Schwartz Investment Counsel Inc. 0.02% Add +0.3% 12,797 $612K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -3.5% 12,774 $611K
White Pine Capital LLC 0.21% Reduce -3.7% 12,723 $609K
Monograph Wealth Advisors, LLC 0.08% Add +33.3% 12,707 $608K
Savvy Advisors, Inc. 0.12% Reduce -5.5% 12,661 $606K
Greenfield Savings Bank 0.29% Reduce -10.8% 12,591 $602K
EPIQ Capital Group, LLC 0.17% Add +0.3% 12,549 $600K
Rothschild Capital Partners, LLC 0.17% Add +2.0% 12,499 $598K
IFG Advisory, LLC 0.04% Reduce -34.2% 12,474 $597K
OmniStar Financial Group, Inc. 0.45% Add +8.4% 12,410 $597K
Asset Allocation Strategies LLC 0.17% Reduce -3.7% 12,470 $597K
Atlas Brown,Inc. 0.21% Reduce -37.7% 12,442 $595K
Rockport Wealth LLC 0.16% Reduce -23.1% 12,440 $595K
Opinicus Capital, Inc. 0.48% Reduce -2.3% 12,426 $595K
Absolute Capital Management, LLC 0.35% Add +11.8% 12,409 $594K
Modern Wealth Management, LLC 0.04% Add +9.0% 12,395 $593K
Cynosure Group, LLC 0.09% Reduce -15.3% 12,379 $592K
Alpha Omega Wealth Management LLC 0.11% Reduce -1.6% 12,348 $591K
Bedel Financial Consulting, Inc. 0.08% Add +0.3% 12,322 $590K
Nicolet Advisory Services, LLC 0.06% Reduce -6.2% 12,136 $588K
L & S Advisors Inc 0.07% Add +12.7% 12,167 $582K
Cohen Investment Advisors LLC 0.35% Add +16.5% 12,125 $580K
Revisor Wealth Management LLC 0.36% Reduce -5.9% 12,124 $580K
Austin Asset Management Co Inc 0.12% No change 12,093 $579K
TFB Advisors LLC 0.17% Reduce -2.5% 12,059 $577K
Romano Brothers and Company 0.07% Reduce -4.0% 12,000 $574K
Brown Wealth Management, LLC 0.21% Reduce -7.0% 11,989 $574K
City Center Advisors, LLC 0.64% Reduce -2.9% 11,961 $572K
Voya Financial Advisors, Inc. 0.06% Reduce -16.2% 11,837 $571K
FineMark National Bank & Trust 0.02% Add +0.7% 11,900 $569K
Total Wealth Planning, LLC 0.09% Reduce -2.4% 11,881 $568K
Westwood Holdings Group Inc. 0.00% Reduce -44.0% 11,844 $567K
Obermeyer Wealth Partners 0.03% Add +31.1% 11,837 $566K
Harbour Capital Advisors, LLC 0.13% Reduce -10.2% 11,844 $565K
Patten & Patten Inc. 0.04% Reduce -25.4% 11,789 $564K
BBR Partners, LLC 0.04% Reduce -0.1% 11,767 $563K
Rappaport Reiches Capital Management, LLC 0.15% Reduce -5.7% 11,720 $561K
Accretive Wealth Partners, LLC 0.23% Reduce -6.5% 11,672 $559K
Morton Capital Management LLC 0.11% Reduce -15.8% 11,643 $557K
Buckingham Capital Management, Inc. 0.06% No change 11,633 $557K
Archer Investment Corp 0.15% Add +9.7% 11,593 $555K
Accurate Wealth Management, LLC 0.11% Reduce -12.5% 11,747 $552K
Firestone Capital Management 0.14% Reduce -0.1% 11,515 $551K
Strategic Financial Services, Inc. 0.03% No change 11,500 $550K
Banque Pictet & Cie SA 0.01% Reduce -2.2% 11,500 $550K
Forthright Family Wealth Advisory LLC 0.35% Reduce -4.2% 11,856 $550K
First PREMIER Bank 0.14% Reduce -5.4% 11,469 $549K
Meredith Wealth Planning 0.26% Reduce -3.9% 11,446 $548K
Omnia Family Wealth, LLC 0.23% Reduce -29.0% 11,395 $545K
Vanguard Personalized Indexing Management, LLC 0.01% New 11,391 $545K
MSH Capital Advisors LLC 0.17% No change 11,385 $545K
Foster & Motley Inc. 0.03% Add +94.1% 11,369 $544K
Schechter Investment Advisors, LLC 0.04% No change 11,325 $542K
Baker Ellis Asset Management LLC 0.08% Add +23.3% 11,319 $542K
Personal Cfo Solutions, LLC 0.08% Add +0.7% 11,310 $541K
MeadowBrook Investment Advisors LLC 0.50% Add +15.8% 11,306 $541K
Wealthstream Advisors, Inc. 0.10% Add +5.6% 11,213 $537K
Peirce Capital Management, LLC 0.27% Reduce -0.4% 11,200 $536K
Tenon Financial LLC 0.35% Add +50.3% 11,162 $534K
Willow Creek Wealth Management Inc. 0.06% Add +5.8% 11,107 $531K
Sage Capital Advisors,llc 0.14% Reduce -0.2% 11,096 $531K
Renasant Bank 0.35% New 11,090 $531K
Lakeridge Wealth Management LLC 0.29% Reduce -9.0% 11,071 $530K
CX Institutional 0.02% Reduce -23.2% 11,031 $528K
SeaBridge Investment Advisors LLC 0.13% No change 11,000 $526K
WealthCollab, LLC 0.35% Add +1.2% 10,981 $525K
New Republic Capital, LLC 0.30% Reduce -13.9% 10,950 $524K
Boltwood Capital Management 0.16% No change 10,935 $523K
TCI Wealth Advisors, Inc. 0.04% Reduce -0.4% 10,898 $521K
Nicolet Bankshares Inc. 0.10% Add +15.2% 10,882 $521K
Live Oak Private Wealth LLC 0.08% Add +2.7% 10,836 $519K
Oarsman Capital, Inc. 0.10% Reduce -6.0% 10,801 $517K
Summit Global Investments 0.03% Reduce -33.5% 10,752 $515K
Peak Asset Management, LLC 0.10% Reduce -8.5% 10,758 $515K
Country Club Bank 0.03% Reduce -52.8% 10,655 $514K
Fisher Asset Management 0.00% Reduce -48.4% 10,731 $514K
Alliance Wealth Advisors, LLC 0.29% No change 10,696 $512K
Jaffetilchin Investment Partners, LLC 0.04% Add +6.2% 10,674 $511K
Lion Street Advisors, LLC 0.18% Reduce -23.3% 10,672 $511K
Wealth Architects, LLC 0.06% Reduce -16.4% 10,649 $510K
Forum Financial Management, LP 0.01% Add +24.2% 10,625 $508K
Sequent Planning LLC 0.18% Add +85.7% 10,622 $508K
Hikari Tsushin, Inc. 0.04% No change 10,579 $506K
Relyea Zuckerberg Hanson LLC 0.08% Add +0.3% 10,576 $506K
DGS Capital Management, LLC 0.14% Add +8.8% 10,551 $505K
Spinnaker Trust 0.03% Add +4.9% 10,521 $503K
Davidson Investment Advisors 0.02% Add +2.0% 10,477 $501K
Lincoln Capital LLC 0.11% Add +4.7% 10,462 $501K
Chesley Taft & Associates LLC 0.02% Add +9.8% 10,456 $500K
Silver Oak Advisory Group, Inc. 0.26% Add +6.3% 10,448 $499K
Wealthspan Partners, LLC 0.25% Add +63.1% 10,412 $498K
Wescott Financial Advisory Group, LLC 0.05% Reduce -13.8% 10,403 $498K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -5.2% 10,397 $497K
Dimension Capital Management LLC 0.09% Reduce -6.5% 10,392 $497K
Optimist Retirement Group LLC 0.22% Add +0.1% 10,356 $496K
Cassady Schiller Wealth Management, LLC 0.18% No change 10,334 $494K
Riverview Capital Advisers, LLC 0.15% Add +0.1% 10,332 $494K
Inscription Capital, LLC 0.07% Add +5.8% 10,303 $493K
Indiana Trust & Investment Management Co 0.17% Add +69.7% 10,290 $492K
Aspire Wealth Management Corp 0.26% Add +0.6% 10,269 $491K
Ade, LLC 0.30% Add +9.6% 10,243 $490K
Capital Management Associates, Inc 0.20% Reduce -18.0% 10,213 $489K
Pioneer Wealth Management Group 0.23% Add +17.3% 10,182 $487K
Curi Capital, LLC 0.01% Add +2.6% 10,179 $487K
RCS Financial Planning, LLC 0.27% Reduce -0.7% 10,177 $487K
Warren Street Wealth Advisors, LLC 0.20% Reduce -18.8% 10,126 $485K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $484K
Montecito Bank & Trust 0.08% Reduce -26.0% 10,107 $484K
Neumann Capital Management, LLC 0.16% No change 10,100 $483K
Probity Advisors, Inc. 0.09% Reduce -1.6% 9,972 $477K
FAS Wealth Partners, Inc. 0.04% Add +3.5% 9,931 $475K
Next Capital Management LLC 0.19% Reduce -15.6% 9,931 $475K
Montag A & Associates Inc. 0.02% Add +0.0% 9,916 $474K
Kelly Financial Services LLC 0.17% Add +0.8% 9,906 $474K
Tiemann Investment Advisors, LLC 0.20% Add +0.4% 9,905 $474K
Clearstead Trust, LLC 0.11% Add +5.8% 9,873 $472K
Buckhead Capital Management LLC 0.15% No change 9,819 $470K
Syverson Strege & Co 0.16% No change 9,815 $470K
Valley Forge Investment Consultants Inc. Adv 0.16% Add +2.5% 9,799 $469K
Wintrust Investments LLC 0.35% Reduce -88.1% 9,762 $467K
J. W. Coons Advisors, LLC 0.09% No change 9,753 $467K
Castleview Partners, LLC 0.27% Reduce -25.5% 9,713 $465K
Rothschild Wealth LLC 0.14% Reduce -89.3% 5,585 $464K
M3 Advisory Group, LLC 0.34% Add +1.8% 9,674 $463K
LVM Capital Management Ltd. 0.05% No change 10,563 $462K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -0.0% 9,633 $461K
MBA Advisors LLC 0.22% Add +1.8% 9,551 $457K
LaSalle St. Investment Advisors, LLC 0.18% Add +1.0% 9,555 $457K
Anson Capital, Inc. 0.41% Reduce -11.1% 9,534 $456K
Guyasuta Investment Advisors Inc. 0.03% Reduce -1.5% 9,492 $454K
ETF Store, Inc. 0.47% Reduce -1.7% 9,469 $453K
Cullen Capital Management, LLC 0.00% New 9,426 $451K
LCM Capital Management Inc 0.26% Reduce -1.0% 9,414 $450K
Wealth Group, Ltd. 0.30% Add +6.5% 9,384 $449K
Stevens Capital Partners 0.21% Reduce -0.3% 9,350 $447K
Gries Financial LLC 0.08% Add +0.6% 9,330 $446K
Ironwood Investment Counsel, LLC 0.07% Reduce -5.3% 9,326 $446K
KG Capital Management 0.14% Reduce -2.5% 9,322 $446K
TFG Advisers LLC 0.16% Reduce -17.1% 9,314 $446K
Heritage Financial Services, LLC 0.06% Reduce -8.9% 9,295 $445K
Sawgrass Asset Management LLC 0.05% No change 9,267 $443K
Moneco Advisors, LLC 0.06% Reduce -29.9% 9,254 $443K
Centerpoint Advisors, LLC 0.15% No change 9,236 $442K
Graypoint LLC 0.03% Reduce -0.0% 9,224 $441K
Boston Family Office LLC 0.03% Add +0.1% 9,216 $441K
Sachetta, LLC 0.17% Add +0.2% 9,170 $439K
Kingswood Wealth Advisors, LLC 0.03% Add +1.6% 9,111 $436K
Smith Anglin Financial, LLC 0.04% Reduce -4.9% 9,062 $434K
Fortis Capital Advisors, LLC 0.14% Reduce -6.1% 9,054 $433K
Objective Capital Management, LLC 0.25% — 9,022 $432K
Burt Wealth Advisors 0.11% Reduce -10.2% 8,963 $429K
Tradition Wealth Management, LLC 0.04% Reduce -14.2% 8,942 $428K
Horizons Wealth Management 0.33% No change 8,920 $427K
Duncker Streett & Co. Inc. 0.08% Reduce -1.0% 8,882 $425K
Councilmark Asset Management, LLC 0.28% No change 8,840 $423K
Platform Technology Partners 0.13% Add +7.2% 8,829 $422K
CIC Wealth, LLC 0.11% Add +1.3% 8,815 $422K
Lunt Capital Management, Inc. 0.20% Add +14.7% 8,759 $419K
SeaCrest Wealth Management, LLC 0.05% Add +13.5% 8,751 $419K
Blue Barn Wealth, LLC 0.21% Add +20.0% 8,676 $415K
Cordgrass Capital Advisors, LLC 0.12% Reduce -13.0% 8,648 $414K
Aua Capital Management, LLC 0.24% Reduce -5.2% 8,557 $409K
Certuity, LLC 0.04% Add +2.0% 8,555 $409K
Capital Investment Advisory Services, LLC 0.04% Reduce -2.3% 8,555 $409K
McCarter Private Wealth Services LLC 0.26% — 8,552 $409K
Marino, Stram & Associates LLC 0.09% No change 8,541 $409K
Colorado Capital Management, Inc. 0.20% Add +0.2% 8,536 $408K
Twin Peaks Wealth Advisors, LLC 0.19% Reduce -32.1% 8,519 $408K
Atlanta Consulting Group Advisors, LLC 0.10% No change 8,511 $407K
Pinnacle Financial Group, LLC / IL 0.16% Add +6.8% 8,506 $407K
Level Four Advisory Services, LLC 0.02% Reduce -4.7% 8,733 $407K
Klingenstein Fields & Co. LP 0.02% No change 8,498 $407K
Jacobi Capital Management LLC 0.03% Reduce -16.9% 8,469 $405K
SpiderRock Advisors, LLC 0.01% New 8,425 $403K
Hill Island Financial LLC 0.12% No change 8,425 $403K
Emergent Wealth Advisors, LLC 0.30% Reduce -52.0% 8,411 $402K
Sonoma Private Wealth LLC 0.63% Add +3.0% 8,394 $402K
Fee-Only Financial Planning, L.C. 0.25% No change 8,310 $398K
Kathleen S. Wright Associates Inc. 0.16% Reduce -6.2% 8,306 $397K
Legacy Wealth Asset Management, LLC 0.11% Reduce -15.3% 8,281 $396K
Fulton Bank, N.A. 0.02% New 8,274 $396K
Russell Investments Group, Ltd. 0.00% Add +312.4% 8,264 $395K
Telos Capital Management, Inc. 0.04% Reduce -4.9% 8,254 $395K
Maryland Capital Advisors Inc. 0.19% Reduce -1.0% 8,235 $394K
Broadleaf Partners, LLC 0.09% No change 8,220 $393K
Exchange Bank 0.32% Add +4.1% 8,215 $393K
Smith Salley Wealth Management 0.03% Reduce -3.0% 8,176 $391K
Thompson Siegel & Walmsley LLC 0.01% Add +2.1% 8,178 $391K
Coastwise Capital Group, LLC 0.32% Add +0.0% 8,169 $391K
Baldwin Investment Management, LLC 0.05% Reduce -8.9% 8,151 $390K
Cooper Financial Group 0.05% Add +3.2% 8,141 $390K
Security National Bank of So Dak 0.21% No change 8,061 $386K
JTC Employer Solutions Trustee Ltd 0.03% No change 8,020 $384K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.15% No change 8,022 $384K
Simplicity Wealth,LLC 0.04% Reduce -81.0% 7,979 $382K
Financial Perspectives, Inc 0.13% Add +0.0% 7,963 $381K
TPG Advisors LLC 0.30% No change 7,934 $380K
Cypress Capital Group 0.04% New 7,913 $379K
Pettinga Financial Advisors LLC 0.09% Reduce -7.1% 7,903 $378K
Glassman Wealth Services 0.06% Reduce -3.4% 7,871 $377K
True Vision MN LLC 0.23% Reduce -66.0% 7,860 $376K
Melfa Wealth Management, Inc. 0.25% Reduce -2.0% 7,853 $376K
Financial Alternatives, Inc 0.26% Add +0.2% 7,848 $376K
Dover Advisors, LLC 0.21% No change 7,846 $375K
Prudent Investors Network, Inc. 0.11% Reduce -96.7% 7,811 $374K
Intergy Private Wealth, LLC 0.14% Reduce -0.8% 7,755 $371K
Blueprint Investment Partners LLC 0.07% Add +29.2% 7,750 $371K
TCTC Holdings, LLC 0.01% New 7,745 $371K
L.M. Kohn & Company 0.09% Add +62.0% 7,704 $369K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Reduce -0.2% 7,700 $368K
SMH Capital Advisors Inc. 2.28% Add +0.1% 7,689 $368K
Hubbell Strickland Wealth Management, LLC 0.17% Reduce -2.4% 7,671 $367K
Cannell & Spears LLC 0.01% No change 7,610 $364K
Acorn Wealth Advisors, LLC 0.16% Reduce -4.0% 7,563 $362K
Jeppson Wealth Management, LLC 0.13% Reduce -1.2% 7,553 $361K
EnRich Financial Partners LLC 0.12% Add +6.3% 7,531 $360K
Southland Equity Partners LLC 0.09% Add +2.9% 7,496 $359K
Ironwood Wealth Management, LLC. 0.11% No change 7,495 $359K
Raleigh Capital Management Inc. 0.14% Add +1.0% 7,463 $357K
Goldstein Advisors, LLC 0.05% Add +5.2% 7,459 $357K
Fortress Wealth Management, Inc. 0.18% Reduce -4.3% 7,446 $356K
St. Clair Advisors, LLC 0.10% Add +0.3% 7,337 $351K
Twin City Private Wealth, LLC 0.30% Add +9.2% 7,323 $350K
Vawter Financial, Ltd. 0.21% New 7,321 $350K
Cambridge Financial Group, LLC 0.15% Add +0.6% 7,309 $350K
Latitude Advisors, LLC 0.20% Add +16.1% 7,293 $349K
Affinity Capital Advisors, LLC 0.07% Reduce -32.8% 7,286 $349K
Mascoma Wealth Management LLC 0.09% Add +8.8% 7,272 $348K
Essential Planning, LLC. 0.14% Add +6.4% 7,228 $346K
First Financial Bank - Trust Division 0.03% Add +20.4% 7,226 $346K
Independent Wealth Network Inc. 0.15% Reduce -5.5% 7,222 $346K
Quent Capital, LLC 0.04% Add +2.0% 7,218 $345K
Ballentine Capital Advisors, Inc 0.17% Reduce -8.1% 7,195 $344K
Narwhal Capital Management 0.03% No change 7,190 $344K
Index Fund Advisors, Inc. 0.02% Add +50.0% 7,186 $344K
Invst, LLC 0.04% Reduce -32.5% 7,114 $340K
Confluence Wealth Services, Inc. 0.02% Add +30.7% 7,113 $340K
Matisse Capital 0.17% Add +0.1% 7,107 $340K
Schorn Wealth LLC 0.12% Reduce -6.7% 7,099 $340K
SGL Investment Advisors, Inc. 0.18% — 7,481 $338K
Lifeworks Advisors, LLC 0.07% New 7,058 $338K
Perennial Investment Advisors, LLC 0.04% Reduce -1.7% 7,025 $336K
Integral Investment Advisors, Inc. 0.09% Reduce -18.5% 7,019 $336K
Shorepoint Capital Partners LLC 0.08% Reduce -0.5% 7,003 $335K
Trustco Bank Corp. N Y 0.34% Reduce -4.6% 6,977 $334K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 6,962 $333K
Poplar Forest Capital LLC 0.05% Add +1.4% 6,958 $333K
Accel Wealth Management 0.12% Add +5.3% 6,927 $331K
Cadence Bank 0.02% Reduce -9.5% 6,903 $330K
Caldwell Trust Co 0.03% Reduce -15.8% 6,837 $327K
IVC Wealth Advisors LLC 0.18% Reduce -11.8% 6,773 $324K
Resources Management Corp. /CT/ 0.04% No change 6,762 $324K
Dearborn Partners LLC 0.01% Reduce -30.8% 6,764 $324K
Good Life Advisors, LLC 0.02% New 6,754 $323K
Wealthquest Corp 0.03% Reduce -35.1% 6,701 $323K
Sunpointe, LLC 0.27% Reduce -34.3% 6,736 $322K
Logan Capital Management Inc. 0.01% Reduce -0.4% 6,728 $322K
Americana Partners, LLC 0.02% Add +1.7% 6,711 $321K
Strait & Sound Wealth Management LLC 0.16% No change 6,711 $321K
LS Investment Advisors, LLC 0.05% No change 6,667 $319K
1832 Asset Management L.P. 0.00% No change 6,642 $318K
Thoroughbred Financial Services, LLC 0.02% New 6,541 $313K
Evernest Financial Advisors, LLC 0.08% Add +0.2% 6,535 $313K
TFC Financial Management, Inc. 0.05% Reduce -8.8% 6,535 $313K
Vestia Personal Wealth Advisors 0.29% Reduce -0.9% 6,524 $312K
Empirical Asset Management, LLC 0.11% Add +1.9% 61,131 $312K
Patton Albertson Miller Group, LLC 0.04% No change 6,515 $312K
RAM Investment Partners, LLC 0.08% Reduce -0.8% 6,515 $312K
Cornerstone Advisory, LLC 0.04% Add +0.0% 6,512 $312K
Mystic Asset Management, Inc. 0.12% Reduce -1.5% 6,486 $310K
Cidel Asset Management Inc. 0.02% No change 6,483 $310K
Elser Financial Planning, Inc 0.45% Add +0.8% 6,478 $310K
Sunbelt Securities, Inc. 0.03% Add +0.2% 6,467 $309K
RPS Advisory Solutions LLC 0.22% Reduce -18.9% 6,448 $309K
MAS Advisors LLC 0.66% Reduce -1.4% 6,439 $308K
Clarity Wealth Advisors, LLC 0.09% Add +6.0% 6,436 $308K
Bell Investment Advisors, Inc 0.06% Add +0.2% 6,426 $307K
VeraBank, N.A. 0.09% Reduce -1.6% 6,382 $305K
Trifecta Capital Advisors, LLC 0.06% No change 6,348 $304K
JBR Co Financial Management Inc 0.20% No change 6,317 $302K
Maltin Wealth Management, Inc. 0.15% Add +0.5% 6,285 $301K
Capital Planning LLC 0.08% No change 6,271 $300K
Brown Financial Advisory 0.21% No change 6,267 $300K
MPS Loria Financial Planners, LLC 0.09% No change 6,259 $299K
Etfidea, LLC 0.09% Reduce -1.4% 6,259 $299K
Fairman Group, LLC 0.27% Reduce -0.4% 6,245 $299K
MIdWestOne Financial Group, Inc. 0.04% No change 6,243 $299K
Pacific Financial Group Inc. 0.22% Reduce -1.2% 6,241 $299K
ABLE Financial Group, LLC 0.09% Reduce -16.4% 6,240 $299K
Laffer Tengler Investments, Inc. 0.07% No change 6,227 $298K
Financial Freedom, LLC 0.16% Add +0.0% 6,215 $297K
Principle Wealth Partners LLC 0.02% New 6,215 $297K
DHK Financial Advisors, Inc. 0.18% Reduce -6.6% 6,214 $297K
Founders Financial Alliance, LLC 0.08% Add +2.2% 6,213 $297K
Montgomery Investment Management Inc. 0.11% No change 6,200 $297K
CVA Family Office, LLC 0.05% Reduce -1.5% 6,197 $297K
Elios Financial Group Inc. 0.14% — 6,193 $296K
Activest Wealth Management 0.09% Reduce -4.2% 6,184 $296K
Talon Private Wealth, LLC 0.06% — 6,166 $295K
Sterling Financial Planning, Inc. 0.11% Add +0.2% 6,159 $295K
MBE Wealth Management, LLC 0.16% Add +22.3% 6,146 $294K
Camelot Technology Advisors, Inc. 0.26% Add +0.0% 6,145 $294K
Mirador Capital Partners LP 0.05% Add +0.1% 6,135 $294K
Clearwater Capital Advisors, LLC 0.03% Reduce -31.1% 6,126 $293K
True North Advisors, LLC 0.08% No change 6,123 $293K
Curran Financial Partners, LLC 0.08% Reduce -1.4% 6,104 $292K
Anchor Investment Management, LLC 0.03% Reduce -2.8% 6,093 $292K
QCM Cayman, Ltd. 8.02% New 6,092 $292K
Bond & Devick Financial Network, Inc. 0.12% Add +0.1% 6,082 $291K
Biechele Royce Advisors 0.10% Reduce -8.0% 6,081 $291K
Apexium Financial, LP 0.02% Reduce -16.1% 6,081 $291K
Rogco, LP 0.11% Reduce -29.6% 6,079 $291K
Diversified, LLC 0.03% Reduce -35.4% 6,055 $290K
Diversified Enterprises, LLC 0.03% — 6,055 $290K
Colton Groome Financial Advisors, LLC 0.11% Reduce -2.1% 6,043 $289K
GAMMA Investing LLC 0.03% Add +42.6% 6,038 $289K
Oldfather Financial Services, LLC 0.11% No change 6,034 $289K
First Foundation Advisors 0.01% Add +3.9% 6,025 $288K
McIlrath & Eck, LLC 0.04% Reduce -3.7% 6,018 $288K
Fidelity D & D Bancorp Inc. 0.19% No change 6,015 $288K
Evergreen Private Wealth LLC 0.13% Add +6.0% 6,003 $287K
Colonial Trust Co / SC 0.04% Add +15.6% 6,003 $287K
Chico Wealth RIA 0.25% Reduce -2.2% 5,993 $287K
Front Row Advisors LLC 0.10% Reduce -42.5% 5,955 $285K
FinTrust Capital Advisors, LLC 0.05% Add +0.5% 5,934 $284K
LJI Wealth Management, LLC 0.06% No change 5,911 $283K
Teachers Insurance & Annuity Association of America 0.43% — 5,894 $282K
FDx Advisors, Inc. 0.08% Reduce -2.2% 5,892 $282K
American National Bank & Trust 0.03% Add +2.5% 5,890 $282K
Common Fund for Nonprofit Organizations 0.03% Add +5.6% 5,873 $281K
Renaissance Technologies 0.00% Reduce -81.6% 5,870 $281K
Grandfield & Dodd, LLC 0.02% No change 5,868 $281K
Vista Capital Partners, Inc. 0.03% New 5,839 $279K
Investmark Advisory Group LLC 0.13% Add +0.2% 5,789 $277K
Power Wealth Management LLC 0.12% Reduce -16.6% 5,756 $275K
YHB Investment Advisors, Inc. 0.02% No change 5,710 $273K
Old Port Advisors 0.08% Reduce -4.6% 5,709 $273K
Fragasso Financial Advisors Inc 0.02% Reduce -25.8% 5,706 $273K
New Harbor Financial Group, LLC 0.08% Reduce -27.1% 5,705 $273K
Richard W. Paul & Associates, LLC 0.10% Reduce -2.5% 5,688 $272K
LexAurum Advisors, LLC 0.06% No change 5,681 $272K
American Institute for Advanced Investment Management, LLP 0.19% Reduce -27.3% 5,680 $272K
Ruedi Wealth Management, Inc. 0.09% Reduce -1.5% 5,672 $271K
Biltmore Family Office, LLC 0.05% Reduce -10.6% 5,672 $271K
Transcendent Capital Group LLC 0.14% Add +0.1% 5,639 $270K
Argent Advisors, Inc. 0.10% No change 5,630 $269K
Oakworth Capital, Inc. 0.02% Reduce -0.1% 5,602 $268K
Security National Bank of Sioux City Iowa 0.16% Reduce -0.3% 5,591 $268K
Alexander Randolph Advisory, Inc. 0.24% No change 5,583 $267K
Mayfair Advisory Group, LLC 0.17% Add +19.0% 5,445 $267K
First Command Advisory Services, Inc. 0.00% Reduce -5.2% 5,568 $266K
Seed Wealth Management, Inc. 0.21% Reduce -4.2% 5,550 $266K
Moloney Securities Asset Management, LLC 0.04% Reduce -8.2% 5,543 $265K
Jag Capital Management, LLC 0.03% Reduce -1.4% 5,515 $264K
Twelve Points Wealth Management LLC 0.08% Reduce -4.5% 5,504 $263K
Primoris Wealth Advisors, LLC 0.19% No change 5,502 $263K
Foster Dykema Cabot & Partners, LLC 0.02% New 5,500 $263K
Integris Wealth Management, LLC 0.07% No change 5,499 $263K
Clayton Financial Group LLC 0.10% Reduce -11.9% 5,479 $262K
Lodestone Wealth Management LLC 0.13% Reduce -13.5% 5,479 $262K
William Howard & Co Financial Advisors Inc 0.22% New 5,472 $262K
Sage Mountain Advisors LLC 0.02% No change 5,473 $262K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $262K
Capital Advisors Wealth Management, LLC 0.05% Add +4.8% 5,405 $259K
RKL Wealth Management LLC 0.02% Reduce -1.1% 5,394 $258K
Sloy Dahl & Holst, LLC 0.04% Add +0.3% 5,383 $258K
Midland Wealth Advisors, LLC 0.02% Reduce -5.6% 5,369 $257K
Byrne Asset Management LLC 0.18% Reduce -5.2% 5,365 $257K
Tradewinds, LLC. 0.08% Reduce -1.0% 5,349 $256K
Apeiron RIA LLC 0.07% Add +12.6% 5,338 $255K
Dudley Capital Management, LLC 0.13% Add +9.8% 5,320 $255K
Accredited Investors Inc. 0.01% Reduce -26.3% 5,315 $254K
Team Hewins, LLC 0.10% No change 5,299 $254K
Jmac Enterprises LLC 0.04% Add +0.0% 5,279 $253K
Marks Group Wealth Management, Inc 0.02% New 5,273 $252K
SC&H Financial Advisors, Inc. 0.05% Reduce -28.7% 5,255 $251K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +2.1% 5,219 $250K
Paulson Wealth Management Inc. 0.07% Reduce -11.2% 5,200 $249K
Tyche Wealth Partners LLC 0.06% Reduce -8.7% 5,186 $248K
Strategy Asset Managers LLC 0.05% New 5,163 $247K
Villere St Denis J & Co. LLC 0.02% No change 5,153 $247K
Northstar Advisory Group, LLC 0.13% Reduce -0.1% 5,127 $245K
Balboa Wealth Partners 0.06% New 5,124 $245K
Olde Wealth Management, LLC 0.09% Reduce -3.6% 5,132 $245K
Redmond Asset Management, LLC 0.08% Add +0.1% 5,114 $245K
Altfest L J & Co. Inc. 0.03% New 5,098 $244K
Austin Wealth Management, LLC 0.05% Reduce -1.8% 5,025 $244K
Adirondack Trust Co. 0.09% Reduce -2.2% 5,074 $243K
First American Trust, FSB 0.02% Reduce -80.7% 5,072 $243K
AAF Wealth Management, LLC 0.12% Reduce -0.7% 5,070 $243K
Colonial River Investments, LLC 0.12% Reduce -3.6% 5,065 $242K
Pine Haven Investment Counsel, Inc 0.20% No change 5,048 $242K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -26.5% 5,004 $239K
Ameliora Wealth Management Ltd. 0.10% No change 5,000 $239K
Arizona PSPRS Trust 0.01% New 5,000 $239K
Brandes Investment Partners, LP 0.00% Reduce -29.9% 4,943 $237K
Advisor Resource Council 0.11% New 4,939 $236K
Strategic Wealth Partners, Ltd. 0.02% Reduce -14.4% 4,938 $236K
Quadrant Private Wealth Management, LLC 0.06% Reduce -3.3% 4,928 $236K
Instrumental Wealth, LLC 0.23% Reduce -1.1% 4,921 $236K
TrueWealth Advisors, LLC 0.08% Reduce -30.2% 4,927 $236K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -15.3% 4,914 $235K
Safeguard Financial, LLC 0.06% New 4,900 $234K
Bison Wealth, LLC 0.04% New 4,889 $234K
Aprio Wealth Management, LLC 0.04% Reduce -15.5% 4,884 $234K
Wealth Advisors of Iowa, LLC 0.12% New 4,853 $232K
Everstar Asset Management, LLC 0.16% — 4,849 $232K
Sugarloaf Wealth Management, LLC 0.04% Add +22.5% 4,833 $231K
Retirement Planning Co of New England, Inc. 0.12% Add +0.0% 4,827 $231K
Hoxton Planning & Management, LLC 0.09% New 4,827 $231K
Williamson Legacy Group, LLC 0.15% New 4,823 $231K
Mosley Wealth Management 0.16% Reduce -0.9% 4,846 $230K
Burkett Financial Services, LLC 0.09% Add +0.3% 4,772 $228K
First National Trust Co 0.01% No change 4,769 $228K
New Wave Wealth Advisors LLC 0.11% New 4,766 $228K
Heritage Oak Wealth Advisors LLC 0.11% New 4,766 $228K
Advance Capital Management, Inc. 0.01% Reduce -1.3% 4,765 $228K
Whitegate Investment Counselors, Inc. 0.06% Add +0.1% 4,755 $228K
Geometric Wealth Advisors 0.04% No change 4,732 $226K
Urban Financial Advisory Corp 0.12% Add +0.1% 4,722 $226K
Forum Private Client Group LLC 0.10% Add +0.0% 4,720 $226K
Perkins Coie Trust Co 0.05% No change 4,716 $226K
LCNB Corp. 0.08% Reduce -0.8% 4,694 $225K
Bull Street Advisors, LLC 0.10% Add +0.3% 5,626 $224K
Eq LLC 0.11% Add +0.1% 4,679 $224K
LVW Advisors, LLC 0.03% Add +0.0% 4,677 $224K
Peregrine Asset Advisers, Inc. 0.08% Add +0.0% 4,675 $224K
Concord Wealth Partners 0.04% Add +0.0% 4,642 $222K
Wealth Alliance, LLC 0.03% New 4,633 $222K
SWP Financial LLC 0.13% New 4,618 $221K
Worth Financial Advisory Group, LLC 0.13% Add +0.2% 4,613 $221K
Gerber Kawasaki Wealth & Investment Management 0.01% New 4,601 $220K
Waddell & Associates, LLC 0.03% New 4,589 $220K
Westfuller Advisors, LLC 0.16% — 4,565 $218K
Avaii Wealth Management, LLC 0.11% Reduce -57.0% 4,547 $218K
Fiduciary Family Office, LLC 0.07% New 4,517 $216K
LGL Partners, LLC 0.03% New 4,514 $216K
Cahill Wealth Management, LLC 0.11% Reduce -15.3% 4,503 $215K
Cornerstone Wealth Group, LLC 0.02% New 4,497 $215K
EagleClaw Capital Managment, LLC 0.04% New 4,484 $215K
Bellwether Advisors, LLC 0.04% Reduce -32.0% 4,455 $213K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -5.1% 4,458 $213K
Center For Asset Management LLC 0.13% New 4,429 $212K
Strategic Advisors LLC 0.04% Reduce -49.6% 4,420 $211K
Birchbrook, Inc. 0.12% Reduce -14.6% 4,412 $211K
USA Financial Formulas 0.03% Reduce -14.3% 4,410 $211K
FMB Wealth Management 0.12% New 4,396 $210K
Performance Wealth Partners, LLC 0.01% New 4,372 $209K
Pinnacle Wealth Planning Services, Inc. 0.03% New 4,368 $209K
Christensen, King & Associates Investment Services, Inc. 0.10% New 4,363 $209K
W Advisors, LLC 0.13% New 4,362 $209K
Freestate Advisors LLC 0.22% — 4,357 $208K
Arlington Trust Co LLC 0.05% Add +148.3% 4,345 $208K
First County Bank 0.10% New 4,341 $208K
East Coast Asset Management, LLC. 0.07% New 4,337 $208K
Kennicott Capital Management LLC 0.08% Reduce -32.8% 4,333 $207K
Omega Financial Group, LLC 0.08% New 4,329 $207K
Whalerock Point Partners, LLC 0.05% New 4,327 $207K
CCG Wealth Management, LLC 0.12% New 4,325 $207K
Atlantic Union Bankshares Corp 0.01% New 4,318 $207K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 4,300 $206K
Embree Financial Group 0.04% Reduce -13.3% 4,305 $206K
Destiny Wealth Partners, LLC 0.04% New 4,303 $206K
Beacon Bank & Trust 0.05% New 4,300 $206K
Weitzel Financial Services, Inc. 0.10% New 4,286 $206K
Salem Investment Counselors Inc. 0.01% No change 4,283 $205K
Client 1ST Advisory Group, LLC 0.08% New 4,270 $204K
Cook Wealth, LLC 0.10% Reduce -6.0% 4,376 $204K
Droms Strauss Advisors Inc. /Mo/ 0.07% New 4,267 $204K
Skyline Advisors, Inc. 0.08% New 4,243 $203K
Community Bank & Trust, Waco, Texas 0.05% New 4,240 $203K
Shayne & Jacobs, LLC 0.05% New 4,232 $203K
Ocean Park Asset Management, LLC 0.01% Reduce -44.7% 4,194 $201K
Exchange Traded Concepts, LLC 0.00% New 4,194 $201K
DT Investment Partners, LLC 0.02% No change 4,140 $198K
S.A. Mason LLC 0.10% Add +10.1% 4,078 $195K
Old Second National Bank of Aurora 0.05% Add +49.5% 4,038 $193K
Bogart Wealth, LLC 0.01% Add +25.6% 3,779 $181K
Versant Capital Management, Inc 0.04% Add +0.0% 3,680 $176K
S&T Bank 0.05% Reduce -0.6% 3,674 $176K
Kennebec Savings Bank 0.17% — 3,494 $167K
Coppell Advisory Solutions LLC 0.02% Reduce -42.8% 3,441 $166K
Pin Oak Investment Advisors Inc. 0.15% Add +23.7% 3,485 $166K
DHJJ Financial Advisors, Ltd. 0.07% No change 3,440 $165K
Cape Investment Advisory, Inc. 0.07% Add +20.2% 3,356 $161K
First Community Trust NA 0.13% Add +120.9% 3,313 $159K
Kiely Wealth Advisory Group, Inc. 0.10% No change 3,426 $157K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -1.1% 3,191 $153K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +34.2% 3,236 $152K
American Capital Advisory, LLC 0.09% Add +561.0% 3,100 $148K
Atticus Wealth Management, LLC 0.05% Reduce -0.6% 3,088 $148K
Knights of Columbus Asset Advisors LLC 0.01% Add +47.6% 3,078 $147K
GPS Wealth Strategies Group, LLC 0.02% Add +42.2% 3,070 $147K
Caldwell Sutter Capital, Inc. 0.07% Add +0.3% 3,056 $146K
First Pacific Financial 0.03% Reduce -35.4% 2,990 $143K
HHM Wealth Advisors, LLC 0.02% No change 2,918 $140K
Ramirez Asset Management, Inc. 0.03% Reduce -0.0% 2,902 $139K
Ascentis Wealth Management, LLC 0.05% — 2,899 $139K
Tacita Capital Inc 0.09% No change 2,833 $136K
Blue Bell Private Wealth Management, LLC 0.03% Add +2.2% 2,828 $135K
Hazlett, Burt & Watson, Inc. 0.06% No change 2,756 $133K
CKW Financial Group 0.02% No change 2,756 $133K
Cornerstone National Bank & Trust Co 0.06% New 2,717 $130K
Rothschild Investment LLC 0.01% Reduce -14.6% 2,696 $129K
Sound Income Strategies, LLC 0.01% Add +119.7% 2,639 $126K
Tucker Asset Management LLC 0.03% Add +11.0% 2,549 $122K
Harbor Investment Advisory, LLC 0.01% Add +25.2% 2,481 $119K
VitalStone Financial, LLC 0.08% Reduce -13.3% 2,474 $118K
Chesapeake Asset Management LLC 0.10% Add +34.0% 2,470 $118K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -27.0% 2,425 $117K
Provenance Wealth Advisors, LLC 0.01% No change 2,429 $116K
Coston, McIsaac & Partners 0.03% Reduce -0.1% 2,445 $116K
Cornerstone Planning Group LLC 0.03% Reduce -29.8% 2,456 $115K
Ridgewood Investments LLC 0.06% Add +83.3% 2,408 $115K
Beacon Capital Management, LLC 0.02% Add +301.7% 2,394 $115K
Capital Advisors, Ltd. LLC 0.01% Reduce -38.6% 2,225 $106K
Peoples Financial Services Corp. 0.05% Add +27.5% 2,164 $104K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 2,146 $103K
SouthState Bank Corp 0.01% Reduce -15.4% 2,104 $101K
IAG Wealth Partners, LLC 0.02% Add +14.5% 2,096 $100K
Mitchell Sinkler & Starr 0.02% Add +0.6% 2,001 $96K
West Paces Advisors Inc. 0.02% No change 1,976 $95K
Armstrong Advisory Group, Inc. 0.01% Add +2.6% 1,946 $93K
Vermillion & White Wealth Management Group, LLC 0.07% Reduce -9.0% 1,885 $90K
ORG Partners LLC 0.01% Reduce -63.6% 1,869 $90K
Register Financial Advisors LLC 0.04% Add +0.1% 1,802 $86K
Operose Advisors LLC 0.03% Add +146.3% 1,781 $85K
Angeles Wealth Management, LLC 0.01% No change 1,781 $85K
Cedar Wealth Management, LLC 0.03% No change 1,780 $85K
TD Capital Management LLC 0.01% Reduce -2.1% 1,749 $84K
BBJS Financial Advisors, LLC 0.03% No change 1,720 $82K
Aberdeen Wealth Management LLC 0.05% No change 1,705 $82K
CNB Bank 0.04% Reduce -5.7% 1,698 $81K
Jamison Private Wealth Management, Inc. 0.01% No change 1,697 $81K
Clean Yield Group 0.02% New 1,616 $77K
Evensky & Katz LLC 0.00% Add +101.1% 1,595 $76K
Claris Advisors, LLC / Mo / 0.03% New 1,563 $75K
Stephens Consulting, LLC 0.02% Reduce -17.7% 1,535 $73K
Pacifica Partners Inc. 0.03% Reduce -54.9% 1,532 $73K
Pittenger & Anderson Inc. 0.00% Reduce -3.1% 1,500 $72K
Friedenthal Financial 0.04% Reduce -21.9% 1,467 $70K
MidAtlantic Capital Management, Inc. 0.05% Reduce -5.8% 1,464 $70K
Tsfg, LLC 0.02% Add +54.9% 1,470 $70K
GeoWealth Management, LLC 0.00% Add +6.0% 1,459 $70K
Main Street Group, LTD 0.03% Reduce -13.4% 1,455 $70K
Truvestments Capital LLC 0.02% New 1,417 $68K
Heritage Wealth Advisors 0.00% No change 1,380 $66K
Winch Advisory Services, LLC 0.02% Add +0.1% 1,352 $65K
Northwest Investment Counselors, LLC 0.01% New 1,349 $65K
Windsor Advisory Group, LLC 0.07% New 1,345 $64K
Robinson Capital Management, LLC 0.02% No change 1,325 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -5.1% 1,292 $62K
SIMA Wealth Partners, LLC 0.05% Reduce -6.1% 1,256 $60K
Plante Moran Financial Advisors, LLC 0.01% Add +337.2% 1,233 $59K
Advantage Trust Co 0.04% No change 1,221 $58K
Nordwand Advisors, LLC 0.02% No change 1,220 $58K
Lowe Wealth Advisors, LLC 0.02% No change 1,188 $57K
Financial Network Wealth Advisors LLC 0.05% New 1,160 $56K
Independence Bank of Kentucky 0.01% Reduce -58.9% 1,132 $54K
Tompkins Financial Corp. 0.01% No change 1,114 $53K
Strengthening Families & Communities, LLC 0.01% Add +798.3% 1,042 $50K
Addison Advisors LLC 0.01% No change 1,034 $49K
Clear Point Advisors Inc. 0.04% Add +0.2% 1,009 $48K
Valley National Advisers Inc. 0.01% No change 1,017 $48K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 990 $47K
Field & Main Bank 0.02% No change 920 $44K
Hall Laurie J Trustee 0.01% No change 900 $43K
Earned Wealth Advisors, LLC 0.01% New 888 $42K
WR Wealth Planners, LLC 0.01% Reduce -25.9% 837 $40K
Toth Financial Advisory Corp. 0.00% No change 830 $40K
Signature Resources Capital Management, LLC 0.04% Add +0.2% 827 $40K
GHP Investment Advisors, Inc. 0.00% Reduce -0.3% 779 $37K
Fairscale Capital, LLC 0.03% No change 767 $37K
Hoey Investments, Inc. 0.01% No change 824 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 750 $36K
Tidemark, LLC 0.01% Add +0.1% 751 $36K
Canton Hathaway, LLC 0.01% No change 738 $35K
Silicon Valley Capital Partners 0.00% Reduce -24.7% 719 $34K
Caitlin John, LLC 0.02% Reduce -83.9% 757 $34K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 720 $34K
Boyd Watterson Asset Management LLC 0.01% No change 700 $33K
Dogwood Wealth Management LLC 0.02% No change 695 $33K
Investors Research Corp 0.01% Reduce -64.3% 673 $32K
Northwest Capital Management Inc 0.01% No change 649 $31K
Element Wealth, LLC 0.02% Reduce -1.2% 646 $31K
Elevate Wealth Advisory, Inc. 0.02% No change 636 $30K
Rakuten Securities, Inc. 0.01% Add +94.3% 583 $28K
Abich Financial Wealth Management LLC 0.05% Add +19.3% 507 $24K
Peterson Financial Group, Inc. 0.09% New 498 $24K
SOA Wealth Advisors, LLC. 0.00% Reduce -50.0% 497 $24K
Godsey & Gibb, Inc. 0.00% No change 490 $23K
Anfield Capital Management, LLC 0.01% No change 488 $23K
HighMark Wealth Management LLC 0.01% Add +0.4% 485 $23K
Albion Financial Group 0.00% New 467 $22K
Grey Ledge Advisors, LLC 0.01% New 446 $21K
Macroview Investment Management LLC 0.02% Reduce -42.3% 427 $20K
Banque Cantonale Vaudoise 0.00% No change 427 $20K
Ransom Advisory, Ltd 0.01% No change 414 $20K
Elevation Wealth Partners, LLC 0.01% No change 414 $20K
Toronto Dominion Bank 0.00% No change 400 $19K
Blume Capital Management, Inc. 0.00% New 399 $19K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.7% 378 $18K
Sanctuary Wealth Management, L.L.C. 0.01% Reduce -26.8% 368 $18K
Acima Private Wealth, LLC 0.01% No change 365 $17K
Legacy Investment Solutions, LLC 0.01% — 379 $17K
Legacy Wealth Managment, LLC 0.01% — 379 $17K
Wiser Advisor Group LLC 0.03% No change 355 $17K
Syntax Research, Inc. 0.01% New 351 $17K
Ulland Investment Advisors, LLC 0.01% No change 335 $16K
Syntrinsic LLC 0.01% No change 334 $16K
Dakota Community Bank & Trust NA 0.08% No change 318 $15K
Mondrian Investment Partners LTD 0.00% New 311 $15K
Hobbs Group Advisors, LLC 0.01% No change 305 $15K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 292 $14K
LRI Investments, LLC 0.00% No change 301 $14K
Y.D. More Investments Ltd 0.00% Reduce -39.7% 279 $13K
Bellevue Asset Management, LLC 0.01% Add +0.4% 246 $12K
Richardson Capital Management LLC 0.01% Reduce -54.9% 240 $11K
Integrity Financial Corp 0.01% New 231 $11K
Painted Porch Advisors LLC 0.01% Add +406.7% 228 $11K
Strategic Investment Solutions, Inc. 0.00% Reduce -9.4% 222 $11K
LGT Financial Advisors LLC 0.03% No change 213 $10K
Steph & Co. 0.00% No change 211 $10K
M&R Capital Management Inc. 0.00% Add +4.5% 209 $10K
Lummis Asset Management, LP 0.01% Add +459.5% 207 $10K
Nemes Rush Group LLC 0.00% Add +33.7% 230 $10K
Gables Capital Management Inc. 0.00% Reduce -70.0% 200 $10K
Delta Asset Management LLC 0.00% Reduce -4.8% 200 $10K
FWL Investment Management, LLC 0.00% New 195 $9K
Prestige Wealth Management Group LLC 0.00% No change 178 $9K
Atlantic Private Wealth, LLC 0.01% No change 159 $8K
Global Wealth Strategies & Associates 0.00% Reduce -24.5% 151 $7K
Paladin Advisory Group, LLC 0.01% No change 143 $7K
Safe Harbor Fiduciary, LLC 0.01% — 113 $5K
Broadwater Capital Management LLC 0.00% No change 112 $5K
Gen-Wealth Partners Inc 0.00% Add +0.9% 109 $5K
SJS Investment Consulting Inc. 0.00% No change 104 $5K
Canada Pension Plan Investment Board 0.00% No change 100 $5K
Highline Wealth Partners LLC 0.00% Add +33.3% 100 $5K
Laurel Wealth Advisors LLC 0.00% Add +19.2% 93 $4K
Cedar Mountain Advisors, LLC 0.00% Reduce -21.9% 89 $4K
PFS Partners, LLC 0.00% No change 89 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Horizon Bancorp Inc. 0.00% Reduce -26.5% 75 $4K
Van Eck Associates Corp. 0.00% Reduce -39.0% 86 $4K
Piscataqua Savings Bank 0.00% No change 74 $4K
Partnership Wealth Management, LLC 0.00% Reduce -30.0% 70 $3K
Alpine Bank Wealth Management 0.00% — 68 $3K
Ascentis Independent Advisors 0.00% New 64 $3K
HBC Financial Services, PLLC 0.00% No change 77 $3K
Daiwa Securities Group Inc. 0.00% Add +292.9% 55 $3K
Mendota Financial Group, LLC 0.00% No change 57 $3K
SRH Advisors, LLC 0.00% No change 51 $2K
Spectrum Wealth Counsel, LLC 0.00% New 50 $2K
Horizon Investments, LLC 0.00% No change 43 $2K
SYM FINANCIAL Corp 0.00% No change 42 $2K
Robbins Farley 0.00% No change 42 $2K
First Personal Financial Services 0.00% No change 38 $2K
Provident Wealth Management, LLC 0.00% New 37 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +50.0% 33 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.5% 29 $1K
Bull Oak Capital, LLC 0.00% New 24 $1K
West Branch Capital LLC 0.00% Reduce -77.9% 23 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 23 $1K
PSI Advisors, LLC 0.00% No change 22 $1K
Central Pacific Bank - Trust Division 0.00% No change 22 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -16.7% 5 $1K
ZynergyRetirementPlanningLLC 0.00% No change 20 $957
Darwin Wealth Management, LLC 0.00% New 18 $861
Redmont Wealth Advisors LLC 0.00% No change 15 $718
Wolff Wiese Magana LLC 0.00% New 14 $670
Game Plan Financial Advisors, LLC 0.00% No change 10 $479
Allianz Asset Management GmbH 0.00% No change 6 $287
Semmax Financial Advisors Inc. 0.00% No change 6 $283
Citadel Advisors 0.00% Reduce -100.0% 1 $48

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