Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q4 2024 (December 31)
2,239holders +148
90new positions
111sold out
8famous investors
$44.02avg. 13F price*

At the end of Q4 2024, 2,239 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 148 from Q3 2024. 90 opened new positions and 111 sold out. The largest holders were Bank of America Corp. ($4.7B), Vanguard Group Inc. ($3.0B) and Northwestern Mutual Wealth Management Co. ($2.9B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions90$179.7M
Exits111$217.3M

All 13F filers, Q3 2024 → Q4 2024: 114,656,010 shares bought and 37,415,732 shares sold, net +77,240,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,239 holders

Bank of America Corp. 0.44% Add +6.6% 107,088,490 $4.7B
Vanguard Group Inc. 0.05% Add +3.2% 67,813,025 $3.0B
Northwestern Mutual Wealth Management Co. 2.46% Add +7.2% 66,243,600 $2.9B
Betterment LLC 6.28% Add +1.6% 59,799,391 $2.6B
Morgan Stanley 0.15% Reduce -0.6% 47,434,337 $2.1B
Wealthfront Advisers LLC 5.74% Add +5.8% 44,575,645 $2.0B
Wells Fargo & Company 0.46% Add +5.8% 42,877,082 $1.9B
Envestnet Asset Management Inc. 0.60% Add +1.2% 42,425,421 $1.9B
Northern Trust Corp. 0.26% Add +64.6% 41,809,891 $1.8B
Wit, LLC 46.90% Add +98777.4% 33,230,711 $1.5B
Empower Advisory Group, LLC 4.85% Add +3.4% 32,684,511 $1.4B
Financial Engines Advisors L.L.C. 2.19% Add +3.3% 23,607,147 $1.0B
Creative Planning 0.83% Reduce -3.0% 19,405,127 $854.6M
Goldman Sachs Group Inc. 0.15% Reduce -11.8% 17,891,366 $787.9M
UBS Group AG 0.17% Reduce -0.8% 16,736,328 $737.1M
WealthNavi Inc. 8.28% Add +0.5% 16,165,516 $711.9M
Wealth Enhancement Advisory Services, LLC 1.25% Add +4.8% 14,845,920 $653.8M
LPL Financial LLC 0.25% Add +15.5% 14,169,345 $624.0M
South Dakota Investment Council 12.30% Add +2.3% 14,005,335 $616.8M
JPMorgan Chase & Co. 0.05% Reduce -9.1% 13,148,420 $579.1M
Mariner, LLC 0.94% Add +2.6% 12,705,607 $559.6M
Royal Bank of Canada 0.12% Add +1.7% 12,679,253 $558.4M
Sei Investments Co. 0.65% Reduce -2.1% 11,514,763 $507.1M
Mercer Global Advisors Inc. 1.13% Add +12.0% 10,492,831 $462.1M
PNC Financial Services Group, Inc. 0.30% Reduce -0.4% 10,227,867 $450.4M
Tiaa Trust, National Association 1.36% Add +0.8% 10,195,778 $449.0M
Bank of New York Mellon Corp 0.08% Reduce -0.6% 9,271,983 $408.3M
Ameriprise Financial Inc. 0.09% Add +25.0% 8,237,775 $362.9M
US Bancorp \de 0.42% Reduce -14.0% 7,298,559 $321.4M
Millburn Ridgefield LLC 7.95% Add +15.4% 7,214,353 $317.7M
Catalyst Capital Advisors LLC 6.77% Add +15.4% 7,214,353 $317.7M
Commonwealth Equity Services, LLC 0.45% Add +1.6% 7,046,181 $310.3M
Citigroup Inc. 0.28% Add +1.1% 6,643,166 $292.6M
Raymond James Financial Inc. 0.10% — 6,089,470 $268.2M
Corient Private Wealth LP 0.43% Reduce -15.3% 6,022,801 $261.5M
Envestnet Portfolio Solutions, Inc. 0.83% Add +3.4% 5,751,260 $253.3M
Stifel Financial Corp. 0.26% Add +19.2% 5,566,095 $245.1M
HighTower Advisors, LLC 0.31% Add +1.7% 5,134,413 $226.1M
EP Wealth Advisors, LLC 1.71% Add +17.6% 4,762,715 $209.7M
Manufacturers Life Insurance Company, The 0.18% Reduce -1.1% 4,647,109 $204.7M
CIBC Private Wealth Group LLC 0.35% Add +16.3% 4,410,231 $192.2M
Nicholas Hoffman & Company, LLC. 7.48% Add +17.5% 4,247,675 $187.1M
Valmark Advisers, Inc. 2.88% Add +3.8% 4,210,383 $185.4M
Baird Financial Group, Inc. 0.35% Add +7.6% 4,102,772 $180.7M
Wealthspire Advisors, LLC 1.73% Add +9.3% 3,950,485 $174.0M
Signaturefd, LLC 3.21% Add +2.4% 3,842,966 $169.2M
Old Mission Capital LLC 3.63% Add +0.3% 3,536,807 $155.8M
Elm Partners Management LLC 10.47% Add +9.2% 3,480,467 $153.3M
Jasper Ridge Partners, L.P. 4.64% Add +8.6% 3,329,149 $146.6M
Freestone Capital Holdings, LLC 5.02% Add +186.7% 3,295,732 $145.1M
Cerity Partners LLC 0.31% Add +15.3% 3,283,155 $144.6M
Sand Hill Global Advisors, LLC 5.96% Add +5.9% 3,199,964 $140.9M
Alaska Permanent Fund Corp 2.06% Reduce -44.2% 3,156,165 $139.0M
MAI Capital Management 1.03% Add +25.6% 3,128,606 $137.8M
Alliancebernstein L.P. 0.05% Reduce -2.4% 3,091,487 $136.1M
Choreo, LLC 1.94% Add +6.0% 3,134,225 $135.0M
SCS Capital Management LLC 2.77% Reduce -2.8% 3,048,004 $134.2M
Bank of Montreal 0.07% Reduce -35.3% 3,039,762 $133.9M
Rwa Wealth Partners, LLC 1.64% Add +11.5% 3,019,524 $133.0M
Regions Financial Corp. 0.96% Add +0.9% 2,961,286 $130.4M
Nepc LLC 3.50% Reduce -1.6% 2,957,938 $130.3M
Bridges Investment Management Inc. 1.81% Add +0.8% 2,936,239 $129.3M
Focus Partners Wealth 0.34% Add +16.5% 2,930,178 $129.0M
Cetera Investment Advisers 0.26% Add +6.2% 2,854,225 $125.7M
Osaic Holdings, Inc. 0.28% Add +16.9% 2,928,418 $124.5M
Jones Financial Companies LLLP 0.12% Add +5.1% 2,756,003 $121.4M
JMG Financial Group, Ltd. 4.11% Add +2.7% 2,738,076 $120.6M
Keybank National Association 0.46% Reduce -4.2% 2,709,369 $119.3M
M&T Bank Corp 0.40% Reduce -0.5% 2,693,368 $118.6M
Ballentine Partners, LLC 1.96% Reduce -0.1% 2,600,416 $114.5M
Bokf, NA 1.92% Add +14.7% 2,654,598 $113.6M
MML Investors Services, LLC 0.39% Add +6.3% 2,546,021 $112.1M
Sumitomo Life Insurance Co. 2.01% New 2,423,347 $106.7M
BLB&B Advisors, LLC 5.33% Add +4.2% 2,371,672 $104.4M
Cliftonlarsonallen Wealth Advisors, LLC 2.02% Add +5.1% 2,363,164 $104.1M
Teacher Retirement System of Texas 0.37% No change 2,358,513 $103.9M
Lake Street Advisors Group, LLC 4.65% Add +3.1% 2,284,735 $100.6M
Fusion Family Wealth, LLC 9.15% Add +2.4% 2,266,954 $99.8M
Mather Group, Llc. 1.28% Reduce -38.5% 2,244,748 $98.9M
Facet Wealth, Inc. 2.60% Add +7.2% 2,183,549 $98.0M
Bridgewater Associates 0.45% Reduce -35.1% 2,220,186 $97.8M
Wedmont Private Capital 5.12% Add +9.0% 2,268,330 $97.1M
Sofi Wealth, LLC 6.58% Add +10.0% 2,179,248 $96.0M
Badgley Phelps Wealth Managers, LLC 2.19% Reduce -0.8% 2,131,632 $93.9M
Ellevest, Inc. 5.12% Reduce -8.8% 2,016,137 $88.8M
Cambridge Associates LLC /Ma/ 2.80% Add +32.9% 1,982,903 $87.3M
Rockefeller Capital Management L.P. 0.22% Add +0.9% 1,945,304 $85.7M
Lincoln National Corp. 2.75% Add +1.6% 1,943,297 $85.6M
Truist Financial Corp. 0.13% Add +31.7% 1,895,191 $83.5M
Pure Financial Advisors, LLC 1.88% Add +8.7% 1,876,299 $82.6M
Steele Capital Management, Inc. 4.25% Add +1.8% 1,853,259 $81.6M
Modera Wealth Management, LLC 0.96% Add +6.2% 1,814,130 $79.9M
FMR LLC 0.00% Add +6.6% 1,806,364 $79.6M
Auto-Owners Insurance Co 1.80% Add +36.9% 1,794,716 $79.0M
Pathstone Holdings, LLC 0.34% Add +36.4% 1,746,506 $76.9M
Voya Investment Management LLC 0.09% Add +501.3% 1,652,444 $72.8M
Bessemer Group Inc. 0.12% Reduce -5.5% 1,637,488 $72.1M
Fifth Third Bancorp 0.26% Reduce -4.8% 1,602,225 $70.6M
D.A. Davidson & Co. 0.57% Add +3.7% 1,580,839 $69.6M
Farmers & Merchants Investments Inc. 2.15% Add +1.2% 1,558,534 $68.6M
Willis Johnson & Associates, Inc. 5.14% Add +6.0% 1,519,324 $66.9M
Country Trust Bank 1.61% Reduce -0.6% 1,465,920 $64.6M
Janney Montgomery Scott LLC 0.18% Reduce -6.3% 1,465,208 $64.5M
Redwood Investments, LLC 17.08% Add +5855.6% 1,448,409 $63.8M
Cresset Asset Management, LLC 0.30% Add +15.8% 1,424,630 $62.7M
Janus Henderson Group PLC 0.03% Reduce -2.4% 1,393,587 $61.4M
Peapack Gladstone Financial Corp. 0.86% Add +3.7% 1,353,826 $59.6M
GenTrust, LLC 2.56% Add +17.4% 1,332,763 $58.7M
Brown Advisory Inc. 0.07% Add +4.4% 1,324,186 $58.3M
Ally Invest Advisors Inc. 5.00% Add +5.5% 1,309,929 $57.7M
Empowered Funds, LLC 0.83% Add +1.9% 1,284,226 $56.6M
Johnson Financial Group, LLC 6.51% Reduce -0.9% 1,263,290 $55.6M
Karpus Management, Inc. 1.59% Add +1.2% 1,223,913 $53.9M
CCM Investment Group, LLC 5.84% — 1,213,841 $53.5M
Jane Street Group, LLC 0.09% Reduce -64.0% 1,208,929 $53.2M
Captrust Financial Advisors 0.15% Reduce -7.2% 1,170,473 $51.5M
Osborne Partners Capital Management, LLC 2.97% Add +1.6% 1,165,058 $51.3M
Whittier Trust Co. of Nevada Inc. 1.25% Add +0.1% 1,159,111 $51.0M
Zions Bancorporation, N.A. 3.10% Add +6046.4% 1,116,622 $49.2M
Whittier Trust Co. 0.65% Add +1.9% 1,114,523 $49.1M
Marcum Wealth, LLC 4.25% Add +3.9% 1,111,829 $49.0M
Evoke Wealth, LLC 1.36% Add +18.4% 1,111,658 $49.0M
Comerica Bank 0.19% Reduce -28.4% 1,083,003 $47.7M
Apella Capital, LLC 1.83% Add +4.0% 1,080,414 $47.6M
Trust Co 5.45% Add +67.2% 1,079,653 $47.5M
Monashee Investment Management LLC 6.60% Add +1.0% 1,077,560 $47.5M
Tidal Investments LLC 0.39% Reduce -11.7% 1,072,563 $47.2M
Hirtle & Co., LLC 2.29% Add +1.6% 1,069,956 $47.1M
Smithfield Trust Co 2.31% Reduce -2.7% 1,055,351 $46.4M
Strid Group, LLC 7.14% Add +1.6% 1,038,375 $45.7M
Commerce Bank 0.27% Reduce -2.6% 1,009,424 $44.5M
Tectonic Advisors LLC 2.86% Add +3.7% 993,401 $43.7M
Money Design Co.,Ltd. 2.24% Reduce -38.7% 991,586 $43.7M
NewEdge Advisors, LLC 0.26% Add +5.2% 992,886 $43.7M
PDS Planning, Inc 3.84% Add +3.6% 981,765 $43.2M
Coldstream Capital Management Inc. 0.91% Reduce -19.6% 966,736 $42.6M
First Financial Bankshares Inc 0.90% Reduce -1.4% 945,273 $41.6M
Acropolis Investment Management, LLC 2.39% Add +2.2% 920,992 $40.6M
Litman Gregory Wealth Management LLC 3.48% Reduce -8.1% 911,129 $40.1M
Cambridge Investment Research Advisors, Inc. 0.13% Add +0.0% 893,439 $39.3M
Invictus Private Wealth, LLC 2.96% Add +3.9% 885,427 $39.0M
Aptus Capital Advisors, LLC 0.46% Add +13.0% 875,315 $38.5M
Moneta Group Investment Advisors LLC 0.53% Reduce -5.2% 865,783 $38.1M
Orion Porfolio Solutions, LLC 0.38% Add +3.0% 863,712 $38.0M
Orion Portfolio Solutions, LLC 0.38% Add +3.0% 863,712 $38.0M
Patriot Investment Management Group, Inc. 2.84% Add +0.9% 862,235 $38.0M
TD Waterhouse Canada Inc. 0.30% Add +1.4% 851,651 $37.5M
Integrated Wealth Concepts LLC 0.42% Add +5.3% 828,345 $36.5M
Cullen/Frost Bankers, Inc. 0.49% Reduce -2.5% 815,091 $35.9M
Atria Wealth Solutions, Inc. 0.38% Add +4.6% 794,222 $35.0M
Klingman & Associates, LLC 2.16% Add +23.9% 776,385 $34.2M
Matrix Trust Co 5.93% Add +0.7% 774,544 $34.1M
Larson Financial Group LLC 1.76% Add +13.5% 772,318 $34.0M
Equitable Holdings, Inc. 0.32% Add +3.8% 765,332 $33.7M
Capital Advisors Inc. 0.66% Reduce -1.0% 755,409 $33.3M
Allworth Financial LP 0.18% Add +33.5% 742,216 $32.8M
Rebalance, LLC 2.44% Reduce -0.3% 740,665 $32.6M
Axxcess Wealth Management, LLC 0.80% Add +1.7% 730,371 $32.2M
Wilmington Savings Fund Society, FSB 0.56% Add +4.4% 702,017 $30.9M
Capital Asset Advisory Services LLC 1.51% Add +0.8% 692,636 $30.6M
Bank of Hawaii 1.69% Reduce -50.5% 693,242 $30.5M
Valeo Financial Advisors, LLC 0.84% Reduce -3.1% 684,394 $30.1M
BNP Paribas Financial Markets 0.02% Reduce -55.8% 680,267 $30.0M
Sigma Investment Counselors Inc. 1.75% Add +1.5% 675,149 $29.7M
Brandywine Oak Private Wealth LLC 2.89% Reduce -0.1% 671,368 $29.6M
Callan Capital, LLC 2.14% Reduce -1.0% 665,107 $29.3M
Clark Asset Management, LLC 5.43% Add +14.9% 660,596 $29.1M
Presilium Private Wealth, LLC 6.66% Add +2.0% 657,470 $29.0M
Avantax Advisory Services, Inc. 0.18% Add +1.3% 651,200 $28.7M
Baker Avenue Asset Management, LP 0.88% Add +0.5% 649,792 $28.6M
Efficient Advisors, LLC 1.81% Add +1.8% 637,862 $28.1M
Staley Capital Advisers Inc. 1.25% Reduce -0.3% 637,220 $28.1M
Atria Investments, Inc 0.35% Reduce -1.6% 636,355 $28.0M
Sepio Capital, LP 2.23% Add +2.8% 631,771 $27.8M
Caprock Group, LLC 0.91% Add +1.4% 630,011 $27.7M
Private Advisor Group, LLC 0.16% Add +9.2% 628,115 $27.7M
Pacific Life Fund Advisors LLC 2.87% Reduce -48.0% 627,541 $27.6M
Laird Norton Wetherby Trust Company, LLC 3.76% Add +1.6% 624,414 $27.5M
Bluespring Wealth Management, LLC 2.77% Add +3.0% 613,257 $27.0M
TD Asset Management Inc 0.02% Add +7.1% 612,319 $27.0M
Kestra Advisory Services, LLC 0.15% Add +6.7% 604,237 $26.6M
Thrivent Financial for Lutherans 0.05% Add +0.5% 577,691 $26.2M
&partners 0.31% Add +1.2% 594,527 $26.2M
Pinnacle Financial Partners Inc 0.53% Add +4.3% 571,231 $26.1M
DAVENPORT & Co LLC 0.15% Add +3.3% 582,602 $25.7M
Alps Advisors Inc. 0.16% Add +265.8% 581,416 $25.6M
Blair William & Co. 0.07% Add +0.2% 573,869 $25.3M
Cerity Partners OCIO LLC 1.65% Add +435.1% 565,082 $24.9M
Hudock, Inc. 4.33% Add +0.8% 563,266 $24.8M
Dupont Capital Management Corp. 2.29% Reduce -9.1% 556,867 $24.5M
Center for Financial Planning, Inc. 3.26% Add +2.8% 554,283 $24.4M
Proffitt & Goodson Inc. 4.02% Add +1.0% 549,865 $24.2M
Full Sail Capital, LLC 1.53% Add +0.1% 545,654 $24.0M
Alesco Advisors, LLC, An ESL Co 0.75% Reduce -2.0% 543,791 $23.9M
Arbor Investment Advisors, LLC 3.35% Reduce -1.6% 540,226 $23.8M
Garde Capital, Inc. 1.57% Reduce -7.7% 539,756 $23.8M
Steward Partners Investment Advisory, LLC 0.20% Add +16.5% 523,325 $23.0M
Arax Advisory Partners 1.45% Add +2.1% 521,956 $23.0M
Meridian Management Co. 6.03% Reduce -4.0% 519,719 $22.9M
GLOBALT Investments LLC / GA 0.87% Reduce -2.0% 513,991 $22.6M
Zuckerman Investment Group, LLC 2.15% Add +57.9% 505,765 $22.3M
Bailard, Inc. 0.56% Add +38.8% 500,025 $22.0M
Sequoia Financial Advisors, LLC 0.21% Add +1021.9% 499,124 $22.0M
Chandler Asset Management, Inc. 4.20% Add +2.9% 498,880 $22.0M
Vision Capital Management, Inc. 3.22% Add +0.7% 498,183 $21.9M
WoodTrust Financial Corp 3.09% Add +5.0% 497,983 $21.9M
Financial Advisors Network, Inc. 3.65% — 497,437 $21.9M
CreativeOne Wealth, LLC 0.66% Add +4.1% 491,996 $21.7M
Kathmere Capital Management, LLC 1.94% Add +2.7% 490,646 $21.6M
Tanager Wealth Management LLP 2.78% Add +4.8% 485,699 $21.4M
Frontier Asset Management, LLC 7.03% Reduce -5.1% 483,506 $21.3M
Focused Wealth Management, Inc 2.87% Add +5.6% 482,813 $21.3M
Jordan Park Group LLC 1.54% Reduce -6.8% 473,876 $20.9M
EverSource Wealth Advisors, LLC 1.17% Add +4.5% 471,321 $20.8M
First Bank & Trust 3.98% Add +0.2% 470,393 $20.7M
Ally Financial Inc. 2.52% No change 470,000 $20.7M
Compound Planning, Inc. 1.04% Add +13.8% 467,536 $20.6M
Morningstar Investment Services LLC 1.84% Reduce -86.6% 460,525 $20.3M
Mutual of America Capital Management LLC 0.22% Add +5.5% 459,014 $20.2M
New York Life Investment Management LLC 0.20% Reduce -1.6% 458,951 $20.2M
Manning & Napier Advisors LLC 0.23% Add +0.9% 458,688 $20.2M
GFS Advisors, LLC 3.07% Add +0.8% 457,931 $20.2M
Kwmg, LLC 2.07% Add +0.4% 456,532 $20.1M
Citizens Financial Group Inc. 0.39% Add +8.1% 455,677 $20.1M
Trustmark Bank Trust Department 1.49% Add +302.3% 454,087 $20.0M
Portland Global Advisors LLC 2.52% Reduce -8.5% 451,834 $19.9M
Allspring Global Investments Holdings, LLC 0.03% Reduce -31.1% 451,360 $19.8M
Wharton Business Group, LLC 0.89% Reduce -7.1% 449,698 $19.8M
JFG Wealth Management, LLC 4.50% Add +10.5% 445,848 $19.6M
Greenline Partners, LLC 2.74% Reduce -0.3% 444,891 $19.6M
Colony Family Offices, LLC 6.14% Add +3.0% 443,974 $19.6M
Beacon Pointe Advisors, LLC 0.22% Reduce -7.5% 441,659 $19.5M
Hanson & Doremus Investment Management 3.03% Reduce -5.7% 440,379 $19.4M
PACK Private Wealth, LLC 11.29% Add +0.8% 436,722 $19.2M
NewEdge Wealth, LLC 0.33% Add +1.2% 430,341 $19.0M
Van Cleef Asset Management,Inc 2.08% Reduce -0.2% 429,821 $18.9M
PrairieView Partners, LLC 1.97% Add +10.2% 427,588 $18.8M
Venturi Wealth Management, LLC 0.91% Reduce -5.6% 419,399 $18.5M
Essential Planning, LLC. 0.12% Add +5314.6% 391,364 $18.2M
Oak Hill Wealth Advisors, LLC 4.33% — 412,337 $18.2M
Vident Advisory, LLC 0.32% Add +120.0% 410,134 $18.1M
CW Advisors, LLC 0.25% Add +2.0% 409,374 $18.0M
Tocqueville Asset Management L.P. 0.28% Add +0.1% 406,329 $17.9M
American Trust 1.34% Reduce -1.3% 398,929 $17.6M
Kopp Family Office, LLC 11.09% Reduce -0.1% 397,415 $17.5M
Boston Standard Wealth Management, LLC 3.37% Add +2.0% 393,670 $17.3M
Schroder Investment Management Group 0.02% Reduce -10.0% 392,032 $17.3M
Assetmark, Inc. 0.05% Add +521.5% 392,564 $17.3M
Nisa Investment Advisors, LLC 0.07% No change 387,500 $17.1M
Fiduciary Trust Co 0.23% Reduce -1.4% 387,278 $17.1M
Stratos Wealth Partners, LTD. 0.24% Add +12.2% 387,073 $17.0M
Franklin Resources Inc. 0.00% Reduce -5.8% 384,887 $17.0M
Strategic Investment Advisors / MI 1.80% Add +5.7% 384,425 $16.9M
Arvest Bank Trust Division 1.02% Reduce -20.8% 384,148 $16.9M
Patton Fund Management, Inc. 3.29% Reduce -3.9% 381,449 $16.8M
Marble Harbor Investment Counsel, LLC 1.85% Add +0.5% 381,066 $16.8M
Mutual Advisors, LLC 0.48% Reduce -0.4% 384,510 $16.7M
Mission Wealth Management, LP 0.39% Reduce -5.3% 376,097 $16.6M
Private Portfolio Partners LLC 3.04% Add +1.1% 375,789 $16.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% No change 375,200 $16.5M
Arvest Investments, Inc. 2.64% Reduce -10.8% 374,995 $16.5M
O'Dell Group, LLC 3.72% Add +0.6% 374,232 $16.5M
Old National Bancorp 0.39% Add +24.4% 373,536 $16.5M
Berger Financial Group, Inc 1.14% Add +8.2% 373,508 $16.4M
Neuberger Berman Group LLC 0.01% Reduce -0.6% 370,194 $16.3M
Exencial Wealth Advisors, LLC 0.60% Reduce -1.8% 368,312 $16.2M
Checchi Capital Advisers, LLC 1.20% Reduce -1.4% 365,623 $16.1M
TrueWealth Financial Partners 9.94% Add +0.9% 363,609 $16.0M
Silver Coast Investments LLC 6.05% Add +0.7% 363,176 $16.0M
GP Brinson Investments LLC 6.56% No change 361,265 $15.9M
Legacy Private Trust Co. 1.04% Add +0.3% 360,964 $15.9M
Cibc World Market Inc. 0.04% Reduce -2.5% 359,872 $15.8M
F/m Investments LLC 0.58% Add +12.3% 357,168 $15.7M
Custos Family Office, LLC 5.45% Add +8.3% 353,661 $15.6M
Edge Capital Group, LLC 0.69% Reduce -0.5% 352,785 $15.5M
Financial Counselors Inc. 0.22% Add +5.5% 346,421 $15.3M
Whitcomb & Hess, Inc. 4.69% Add +0.1% 344,775 $15.2M
Allianz SE 0.39% Add +74.1% 341,492 $15.1M
Hills Bank & Trust Co 1.13% Add +8.4% 341,330 $15.0M
Cantor Fitzgerald Investment Advisors L.P. 1.04% Add +0.9% 341,181 $15.0M
Concurrent Investment Advisors, LLC 0.41% Add +9.2% 340,148 $15.0M
Stockman Wealth Management, Inc. 2.34% Add +4.0% 338,831 $14.9M
Sanctuary Advisors, LLC 0.09% Add +7.6% 331,163 $14.8M
Focus Partners Advisor Solutions, LLC 0.25% Add +62.0% 334,838 $14.7M
Meeder Advisory Services, Inc. 0.91% Reduce -2.6% 332,165 $14.6M
Human Investing LLC 2.59% Add +5.3% 331,654 $14.6M
Marotta Asset Management 3.04% Reduce -1.1% 330,543 $14.5M
RE Dickinson Investment Advisors, LLC 12.40% Add +3.3% 329,617 $14.5M
BIP Alliance, LLC 6.13% — 328,856 $14.5M
Payne Capital Management, LLC 6.21% — 326,779 $14.4M
Vise Technologies, Inc. 1.20% Add +29.0% 326,132 $14.4M
BIP Wealth, LLC 0.96% Add +11.7% 324,828 $14.3M
Tobias Financial Advisors, Inc. 2.88% Add +4.9% 324,779 $14.3M
Natixis Advisors, LLC 0.03% Add +13.2% 324,408 $14.3M
MassMutual Private Wealth & Trust, FSB 0.40% Reduce -12.2% 321,004 $14.1M
UMB Bank, n.a. 0.22% Add +2.9% 319,600 $14.1M
Avior Wealth Management, LLC 0.51% Add +35.1% 317,962 $14.0M
Ellenbecker Investment Group 2.51% Add +39.0% 317,797 $14.0M
BTC Capital Management, Inc. 1.30% Add +2.2% 317,289 $14.0M
HTLF Bank 1.58% Reduce -1.0% 316,693 $13.9M
Amundi 0.00% Reduce -0.8% 315,033 $13.7M
Bangor Savings Bank 1.29% Add +0.2% 311,160 $13.7M
Townsquare Capital LLC 0.15% Add +10.5% 310,794 $13.7M
Aspen Wealth Management LLC 4.05% Add +35.5% 309,935 $13.6M
Crestmont Private Wealth LLC 6.13% Add +2.3% 309,425 $13.6M
Kohmann Bosshard Financial Services, LLC 1.62% Add +5.5% 307,326 $13.5M
Praetorian Wealth Management, Inc. 3.29% Add +2.6% 307,024 $13.5M
Global Retirement Partners, LLC 0.39% Add +0.1% 306,470 $13.5M
Austin Private Wealth, LLC 1.26% Add +0.7% 304,960 $13.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +0.2% 303,738 $13.4M
Bear Mountain Capital, Inc. 5.19% Add +2.3% 300,923 $13.3M
Sage Financial Group Inc. 1.07% Add +29.1% 302,821 $13.3M
Parker Financial LLC 6.54% Add +6.8% 303,120 $13.3M
Blankinship & Foster, LLC 3.27% Add +1.4% 301,711 $13.3M
Renaissance Technologies 0.02% Add +5022.7% 300,700 $13.2M
AdvisorNet Financial, Inc 1.11% Add +31.8% 300,579 $13.2M
Robinswood Financial LLC 4.99% Add +0.4% 299,780 $13.2M
Partners in Financial Planning 2.69% Add +2.3% 298,956 $13.2M
Vontobel Holding Ltd. 0.04% Reduce -35.0% 298,750 $13.2M
Mackenzie Financial Corp. 0.02% Reduce -4.2% 298,544 $13.1M
Global Endowment Management, LP 1.68% No change 298,000 $13.1M
Prentice Wealth Management LLC 3.79% Add +2.9% 297,902 $13.1M
Strategic Financial Planning, Inc. 8.92% Add +4.5% 297,271 $13.1M
Schwerin Boyle Capital Management Inc. 1.34% No change 296,020 $13.0M
Martin & Co. Inc. 3.23% Reduce -2.9% 295,758 $13.0M
RPTC Inc. 2.64% Add +1.9% 294,396 $13.0M
JNBA Financial Advisors 1.32% Reduce -1.6% 293,000 $12.9M
FSM Wealth Advisors, LLC 3.16% Add +24.5% 296,831 $12.9M
Brookstone Capital Management 0.19% Add +6.3% 291,204 $12.8M
Tudor Investment Corporation 0.14% Add +460.3% 288,617 $12.7M
Riversedge Advisors, LLC 2.86% Add +0.9% 287,661 $12.7M
Independent Advisor Alliance 0.17% Add +2112.5% 285,563 $12.6M
Avantax Planning Partners, Inc. 0.45% Reduce -4.8% 285,291 $12.6M
RTD Financial Advisors, Inc. 1.60% Add +3.6% 283,947 $12.5M
Focus Financial Network, Inc. 0.50% Add +3.9% 283,712 $12.5M
Tarbox Family Office, Inc. 2.05% Add +0.9% 282,357 $12.4M
Cordant, Inc. 6.54% Reduce -0.9% 282,237 $12.4M
PFG Advisors 0.76% Add +165.7% 280,847 $12.4M
SigFig Wealth Management, LLC 0.45% Add +1.8% 282,695 $12.3M
Waverly Advisors, LLC 0.19% Reduce -4.7% 279,364 $12.3M
Stonehearth Capital Management, LLC 4.90% Add +4.3% 277,304 $12.2M
CHURCHILL MANAGEMENT Corp 0.13% New 277,087 $12.2M
Silvercrest Asset Management Group LLC 0.08% Reduce -67.8% 276,645 $12.2M
Parallel Advisors, LLC 0.27% Add +0.7% 273,120 $12.0M
Farther Finance Advisors, LLC 0.43% Add +28.2% 272,618 $12.0M
Drive Wealth Management, LLC 2.93% Reduce -3.3% 271,770 $12.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.97% Add +1.7% 271,234 $11.9M
WestHill Financial Advisors, Inc. 2.65% Add +1.1% 268,894 $11.8M
Raelipskie Partnership 5.80% Add +0.1% 265,331 $11.7M
Prime Buchholz LLC 3.79% — 264,087 $11.6M
Aperture Investors, LLC 1.50% No change 263,332 $11.6M
Central Bank & Trust Co. 1.75% Reduce -9.1% 262,089 $11.5M
Boston Trust Walden Corp 0.08% Reduce -0.3% 261,114 $11.5M
Twele Capital Management, Inc. 2.43% Add +6.2% 259,948 $11.4M
Stash Investments, LLC 6.41% Add +8.9% 257,774 $11.4M
Victory Capital Management Inc. 0.01% No change 257,587 $11.3M
Summit Financial, LLC 0.40% Add +5.2% 255,737 $11.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Add +2.1% 254,053 $11.2M
Brooklyn FI, LLC 3.72% Add +8.2% 253,963 $11.2M
Windward Private Wealth Management Inc. 4.36% Add +2.3% 253,805 $11.2M
Concourse Financial Group Securities, Inc. 0.62% Add +6.0% 249,569 $11.0M
Arcataur Capital Management LLC 3.70% Add +7.2% 249,026 $11.0M
United Capital Financial Advisors, LLC 0.09% Reduce -1.2% 244,888 $10.8M
Iron Horse Wealth Management, LLC 3.61% Add +3.8% 244,519 $10.8M
Moody National Bank Trust Division 1.12% Add +39.5% 244,072 $10.7M
Mittelman Wealth Management 9.89% Reduce -31.9% 241,496 $10.6M
Obsidian Cio, LLC 1.94% Add +8.5% 241,241 $10.6M
Trilogy Capital Inc. 0.54% Reduce -0.4% 240,632 $10.6M
Moller Wealth Partners 2.78% Reduce -1.7% 240,025 $10.6M
Bishop & Co Investment Management, LLC 4.03% Add +1.8% 239,674 $10.6M
Fairview Capital Investment Management, LLC 0.54% Add +7.9% 237,872 $10.5M
Evolution Advisers, Inc. 5.72% Add +2.5% 237,832 $10.5M
Koss-Olinger Consulting, LLC 0.91% Add +4.9% 235,069 $10.4M
Simmons Bank 0.75% Reduce -3.5% 233,975 $10.3M
Ameritas Investment Partners, Inc. 0.33% Reduce -0.7% 233,262 $10.3M
Cairn Investment Group, Inc. 6.01% Add +1.8% 232,277 $10.2M
Oppenheimer & Co. Inc. 0.15% Add +5.7% 230,993 $10.2M
SBI Securities Co., Ltd. 0.31% — 230,264 $10.1M
JFS Wealth Advisors, LLC 0.69% Reduce -0.3% 227,960 $10.0M
Harbor Advisory Corp. 3.29% Add +1.2% 227,776 $10.0M
Anderson Hoagland & Co. 1.03% Add +75.7% 228,112 $10.0M
Susquehanna International Group, LLP 0.01% Add +242.9% 226,729 $10.0M
Nwam LLC 0.61% Add +10.1% 225,682 $9.9M
Raffa Wealth Management, LLC 2.29% Add +4.0% 223,554 $9.8M
MainStreet Investment Advisors LLC 1.38% Reduce -4.9% 223,157 $9.8M
Savant Capital, LLC 0.08% Add +9.6% 222,831 $9.8M
DORVAL Corp 3.90% Add +4.3% 222,587 $9.8M
Blue Edge Capital, LLC 1.54% Reduce -9.0% 222,391 $9.8M
Dynasty Wealth Management, LLC 0.17% Add +2.1% 222,250 $9.8M
Battery Global Advisors, LLC 5.21% Add +9.3% 221,090 $9.7M
Signature Estate & Investment Advisors LLC 0.24% Reduce -10.7% 221,032 $9.7M
Procyon Advisors, LLC 0.62% Add +12.8% 220,767 $9.7M
Kestra Private Wealth Services, LLC 0.16% Add +12.4% 217,230 $9.6M
Principal Securities, Inc. 0.22% Add +5.2% 217,139 $9.6M
NorthCoast Asset Management LLC 0.05% Reduce -4.0% 216,529 $9.5M
GW&K Investment Management, LLC 0.08% Reduce -0.3% 216,483 $9.5M
Beacon Investment Advisory Services, Inc. 0.41% Reduce -0.7% 216,403 $9.5M
Mesirow Financial Investment Management, Inc. 0.19% Reduce -50.0% 214,937 $9.5M
Mountain Capital Investment Advisors Inc. 1.96% Reduce -69.4% 216,089 $9.5M
Benjamin Edwards Inc. 0.13% Reduce -2.4% 213,476 $9.4M
St. Louis Trust Co 1.34% Reduce -1.1% 212,128 $9.3M
Creative Financial Designs Inc. 0.76% Add +1.9% 211,735 $9.3M
Janney Capital Management LLC 0.62% Reduce -3.0% 211,618 $9.3M
Integrated Advisors Network LLC 0.45% Reduce -8.1% 210,821 $9.3M
Twin Focus Capital Partners, LLC 1.36% Reduce -0.0% 209,629 $9.2M
Cliffwater LLC 2.26% Reduce -0.8% 209,303 $9.2M
Wela Strategies, Inc. 3.97% Add +3.6% 208,958 $9.2M
Zhang Financial LLC 0.52% Add +4.3% 207,652 $9.1M
Roble, Belko & Company, Inc 1.45% Add +15.0% 206,752 $9.1M
Barry Investment Advisors, LLC 2.91% Reduce -1.7% 205,528 $9.1M
Apriem Advisors 1.03% Add +0.7% 204,780 $9.0M
Hurlow Wealth Management Group, Inc. 2.81% Add +0.8% 204,170 $9.0M
Robertson Stephens Wealth Management, LLC 0.32% Add +0.2% 203,735 $9.0M
Magnus Financial Group LLC 0.87% Add +2.5% 203,507 $9.0M
Keener Financial Planning LLC 5.28% Add +17.9% 203,077 $8.9M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -4.5% 202,841 $8.9M
Ameraudi Asset Management, Inc. 4.92% Reduce -36.2% 202,354 $8.9M
National Bank of Canada 0.01% Reduce -39.3% 201,848 $8.9M
Diversify Wealth Management, LLC 0.69% Add +21.2% 207,111 $8.9M
Park Avenue Securities LLC 0.09% Add +23.9% 200,960 $8.8M
PFW Advisors LLC 2.70% — 199,599 $8.8M
Cambridge Advisors Inc. 1.96% Add +2.8% 199,474 $8.8M
Sterling Wealth Management, Inc. 3.24% Add +0.8% 199,162 $8.8M
Sandy Spring Bank 0.35% Add +3.4% 197,143 $8.7M
SVB Wealth LLC 0.16% New 197,057 $8.7M
Smith & Howard Wealth Management, LLC 2.45% Add +0.5% 196,522 $8.7M
Old Mission Investment Co LLC 2.58% Add +7.5% 195,944 $8.6M
Foster Group, Inc. 0.32% Add +21.4% 193,179 $8.5M
FSA Wealth Management LLC 3.45% Add +0.6% 193,138 $8.5M
Harbour Investments, Inc. 0.24% Add +4.6% 193,017 $8.5M
Arcadia Wealth Management, LLC 4.30% Add +9.0% 192,828 $8.5M
Stephens Inc. 0.12% Add +11.3% 191,619 $8.4M
Capital Investment Advisors, LLC 0.17% Add +0.7% 191,607 $8.4M
Regal Investment Advisors LLC 0.63% Add +2.9% 191,100 $8.4M
Nations Financial Group Inc, /Ia/ 0.61% Add +3.1% 190,606 $8.4M
Laird Norton Wetherby Wealth Management, LLC 0.40% Reduce -0.5% 189,621 $8.4M
Kings Path Partners LLC 3.55% Add +2.1% 188,830 $8.3M
Northeast Financial Group, Inc. 3.18% Reduce -8.1% 188,775 $8.3M
Cranbrook Wealth Management, LLC 1.92% Add +1.0% 188,382 $8.3M
Lazard Asset Management LLC 0.01% Add +223.4% 187,709 $8.3M
Newton One Investments LLC 3.18% Add +11.6% 187,088 $8.2M
Ariston Services Group 7.14% No change 187,052 $8.2M
Galvin, Gaustad & Stein, LLC 0.74% Reduce -2.3% 186,110 $8.2M
Waterford Advisors, LLC 4.15% Add +3.0% 185,273 $8.2M
FF Advisors,LLC 5.60% Reduce -7.7% 175,540 $8.2M
Hart & Patterson Financial Group LLC 3.96% Reduce -2.0% 184,894 $8.1M
Echo45 Advisors LLC 5.35% Add +16.6% 184,440 $8.1M
Tortoise Investment Management, LLC 0.86% Reduce -1.7% 183,922 $8.1M
Leavell Investment Management, Inc. 0.40% Add +4.7% 183,432 $8.1M
BlueSky Wealth Advisors, LLC 1.25% Add +10.1% 182,189 $8.0M
Standard Family Office LLC 9.69% No change 181,722 $8.0M
Define Financial, LLC 6.03% — 181,442 $8.0M
CoreCap Advisors, LLC 0.36% Add +8.1% 181,011 $8.0M
Idaho Trust Co 4.01% Add +1.7% 180,923 $8.0M
Acima Private Wealth, LLC 2.67% Add +49222.5% 180,027 $7.9M
Connors Investor Services Inc. 0.74% Reduce -0.6% 179,268 $7.9M
Okabena Investment Services Inc. 2.19% Add +4.7% 178,532 $7.9M
Sovereign Financial Group, Inc. 1.80% Add +1.6% 178,490 $7.9M
Smith, Moore & Co. 0.72% Add +1.4% 178,159 $7.8M
Nuveen Asset Management, LLC 0.00% Reduce -64.5% 177,929 $7.8M
Cypress Financial Planning LLC 2.87% Add +2.1% 177,506 $7.8M
Permanent Capital Management, LP 2.41% — 176,498 $7.8M
Wrenne Financial Planning LLC 4.40% Add +5.9% 175,710 $7.7M
Lodestar Private Asset Management LLC 0.97% Add +8.5% 175,628 $7.7M
Parr McKnight Wealth Management Group, LLC 1.11% — 175,605 $7.7M
Barings LLC 0.19% Add +5.3% 175,382 $7.7M
Three Bridge Wealth Advisors, LLC 2.69% Add +8.4% 174,624 $7.7M
BTG Pactual Asset Management US LLC 0.99% Reduce -51.3% 195,966 $7.7M
Callan Family Office, LLC 0.49% Add +4.5% 174,232 $7.7M
Affiance Financial, LLC 1.84% Add +3.4% 174,229 $7.7M
NDVR, Inc. 7.27% Add +6.9% 172,410 $7.6M
Atmos Advisory, LLC 5.27% Add +2.4% 172,384 $7.6M
Mgo One Seven LLC 0.29% Add +9.2% 172,115 $7.6M
Canada Post Corp Registered Pension Plan 0.44% — 170,000 $7.5M
Heritage Trust Co 0.88% — 168,769 $7.4M
Symmetry Partners, LLC 1.06% Add +21.2% 168,749 $7.4M
Rinkey Investments 2.37% Reduce -19.9% 168,329 $7.4M
180 Wealth Advisors, LLC 1.16% Add +9.2% 168,316 $7.4M
Davis R M Inc. 0.14% Reduce -49.2% 168,186 $7.4M
Fort Point Capital Partners LLC 0.82% Add +3.0% 167,072 $7.4M
First Citizens Bank & Trust Co. 0.13% Add +19.0% 166,856 $7.3M
Axiom Financial Strategies, LLC 4.09% Reduce -11.0% 166,680 $7.3M
Tenret Co LLC 4.62% Add +1.5% 166,497 $7.3M
4Thought Financial Group Inc. 4.54% Add +7.5% 166,059 $7.3M
Bartlett & Co. Wealth Management LLC 0.11% Add +4.0% 165,881 $7.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.75% — 165,500 $7.3M
Penobscot Wealth Management 3.36% Add +9.1% 165,474 $7.3M
Money Concepts Capital Corp. 0.54% Add +2.5% 165,273 $7.3M
Aspire Private Capital, LLC 1.77% Add +3.2% 162,453 $7.2M
Abound Wealth Management 2.29% Add +3.9% 161,958 $7.1M
Principal Financial Group Inc. 0.00% Add +16.3% 161,913 $7.1M
Drucker Wealth 3.0, LLC 1.63% Add +13.5% 160,391 $7.1M
Aurelius Family Office LLC 3.54% — 159,279 $7.0M
Howe & Rusling Inc. 0.60% Add +3.1% 159,106 $7.0M
Sage Rhino Capital LLC 1.53% Add +4.6% 159,023 $7.0M
Marshall & Sullivan Inc. 3.42% Add +0.1% 158,885 $7.0M
Charles Schwab Trust Co 0.60% Reduce -6.6% 158,520 $7.0M
Vestor Capital, LLC 0.53% Reduce -1.8% 158,457 $7.0M
Attessa Capital LLC 4.75% — 158,318 $7.0M
Zeit Capital LLC 5.32% Reduce -3.1% 154,539 $6.9M
Bar Harbor Wealth Management 0.45% Add +8.1% 157,367 $6.9M
Courage Miller Partners, LLC 2.37% Reduce -0.3% 157,184 $6.9M
Deutsche Bank AG 0.00% Reduce -9.5% 154,878 $6.8M
Obsido Oy 6.13% — 154,801 $6.8M
Seven Springs Wealth Group, LLC 2.60% Reduce -0.0% 154,668 $6.8M
Roberts Wealth Advisors, LLC 2.06% Add +7.6% 156,152 $6.8M
Aletheian Wealth Advisors LLC 4.01% Reduce -2.2% 153,979 $6.8M
Simon Quick Advisors, LLC 0.40% Add +1.0% 152,269 $6.7M
Bristlecone Advisors, LLC 0.52% Reduce -1.4% 152,076 $6.7M
Hiley Hunt Wealth Management 3.72% Add +3.3% 152,071 $6.7M
Wealthspire Retirement, LLC 0.53% Add +4.8% 152,006 $6.7M
New Vernon Capital Holdings II LLC 4.60% No change 151,724 $6.7M
Bricktown Capital, LLC 1.39% Reduce -0.6% 151,395 $6.7M
Henshaw Capital LLC 0.28% No change 150,000 $6.6M
Cardiff Park Advisors, LLC 0.63% Add +2.0% 149,691 $6.6M
Bay Harbor Wealth Management, LLC 2.13% Reduce -3.0% 149,031 $6.6M
Haverford Trust Co 0.07% Add +30.4% 148,992 $6.6M
Northeast Investment Management 0.29% Reduce -29.3% 148,934 $6.6M
Analyst IMS Investment Management Services Ltd. 0.24% Reduce -0.9% 148,723 $6.5M
Forefront Analytics, LLC 3.04% Reduce -49.8% 148,409 $6.5M
Nelson Capital Management, LLC 1.08% Reduce -2.6% 148,283 $6.5M
NewSquare Capital LLC 0.52% Reduce -3.7% 148,053 $6.5M
Strategic Financial Partners, Ltd. 3.33% Add +189.6% 148,026 $6.5M
Sierra Capital LLC 0.77% Add +0.1% 147,753 $6.5M
Carolinas Wealth Consulting LLC 1.28% Reduce -1.0% 147,586 $6.5M
LBJ Family Wealth Advisors, Ltd. 3.87% Add +0.3% 147,263 $6.5M
Woodstock Corp. 0.62% Reduce -5.3% 146,847 $6.5M
Spire Wealth Management 0.20% Add +2.3% 146,011 $6.4M
Freedom Financial Partners LLC 3.09% — 145,514 $6.4M
Clearstead Advisors, LLC 0.10% Reduce -6.4% 145,074 $6.4M
Axos Invest Inc. 4.65% Reduce -1.3% 144,990 $6.4M
Joule Financial, LLC 2.25% Add +5.1% 144,229 $6.4M
Manchester Capital Management LLC 0.74% Reduce -1.3% 144,217 $6.4M
Waterloo Capital, L.P. 0.67% Add +2.2% 143,905 $6.3M
Gleason Group, Inc. 1.11% Add +9.7% 142,884 $6.3M
Courier Capital LLC 0.43% Add +0.7% 142,343 $6.3M
Mosaic Family Wealth Partners, LLC 0.90% Add +7.8% 141,927 $6.3M
Tamar Securities, LLC 0.86% Add +4.9% 141,858 $6.2M
Consolidated Portfolio Review Corp 0.99% Add +1.4% 141,298 $6.2M
LBMC Investment Advisors, LLC 0.49% Reduce -10.2% 140,704 $6.2M
Beirne Wealth Consulting Services, LLC 2.23% Add +2.4% 140,550 $6.2M
Atlantic Edge Private Wealth Management, LLC 1.91% Reduce -26.2% 140,309 $6.2M
Pine Ridge Advisers LLC 0.55% Add +19.2% 140,027 $6.2M
Investment Partners, LTD. 2.54% Add +6.9% 139,969 $6.2M
Founders Grove Wealth Partners, LLC 1.78% — 139,360 $6.1M
Fiduciary Group, LLC 0.61% Add +2.2% 139,203 $6.1M
Auour Investments LLC 2.14% Add +2.7% 137,992 $6.1M
Martel Wealth Advisors LLC 1.20% Reduce -2.3% 139,061 $6.1M
Signal Advisors Wealth, LLC 0.69% Add +50.8% 139,056 $6.1M
Pinnacle Associates Ltd. 0.08% Reduce -17.1% 138,712 $6.1M
Sunflower Bank, N.A. 1.70% Add +1.4% 138,574 $6.1M
Fairway Wealth LLC 2.74% Add +4.3% 138,039 $6.1M
LPWM LLC 1.95% Add +12.9% 137,986 $6.1M
Asset Management One Co., Ltd. 0.02% Add +0.3% 137,723 $6.1M
VPR Management LLC 3.16% Reduce -75.1% 137,700 $6.1M
CFS Investment Advisory Services, LLC 0.54% Add +10.5% 137,485 $6.1M
OneDigital Investment Advisors LLC 0.07% Add +0.6% 136,441 $6.0M
Rockbridge Investment Management, LCC 0.77% Reduce -2.8% 136,255 $6.0M
Abacus Planning Group, Inc. 1.05% Add +6.1% 135,889 $6.0M
Cedar Point Capital Partners, LLC 4.04% Reduce -1.4% 135,602 $6.0M
North Star Asset Management Inc. 0.26% Reduce -3.9% 135,573 $6.0M
Wealth Management Strategies, Inc. 4.54% — 134,922 $5.9M
Geneos Wealth Management Inc. 0.21% Reduce -4.7% 134,265 $5.9M
VestGen Investment Management 1.61% Reduce -0.9% 134,105 $5.9M
Proathlete Wealth Management LLC 2.22% Add +11.1% 134,031 $5.9M
Seneca Financial Advisors LLC 2.93% Add +4.2% 134,024 $5.9M
RiverGlades Family Offices LLC 4.20% Add +0.3% 133,657 $5.9M
Private Wealth Advisors, LLC 2.57% Reduce -51.9% 133,646 $5.9M
Rodgers & Associates, LTD 0.70% Reduce -1.8% 132,716 $5.8M
Eagle Bay Advisors LLC 3.67% Reduce -0.9% 132,520 $5.8M
Frank, Rimerman Advisors LLC 0.42% No change 132,156 $5.8M
Hancock Whitney Corp. 0.18% Reduce -0.3% 131,969 $5.8M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -12.6% 131,762 $5.8M
Soltis Investment Advisors LLC 0.53% Add +4.2% 130,929 $5.8M
Hillcrest Wealth Advisors - NY, LLC 2.74% Add +4.8% 130,766 $5.8M
DDFG, Inc 1.66% Add +0.6% 130,470 $5.7M
Plancorp, LLC 0.23% Add +6.6% 129,403 $5.7M
Dark Forest Capital Management LP 0.84% Add +11.0% 129,275 $5.7M
Level Wealth Management LLC 4.01% — 129,029 $5.7M
Dravo Bay LLC 2.75% Add +5.0% 128,989 $5.7M
Synovus Financial Corp. 0.07% Reduce -28.5% 128,861 $5.7M
Bradley Foster & Sargent Inc. 0.10% Add +3.8% 128,405 $5.7M
Glenview Trust Co 0.11% Reduce -0.8% 128,315 $5.7M
Stonekeep Investments, LLC 4.21% Add +28.4% 128,257 $5.6M
Applied Capital LLC 2.89% Reduce -0.5% 127,736 $5.6M
Michelson Medical Research Foundation, Inc. 4.71% Reduce -46.1% 127,630 $5.6M
Ameritas Advisory Services, LLC 0.19% Add +3.6% 127,404 $5.6M
Wesbanco Bank Inc. 0.19% Add +9.5% 126,965 $5.6M
Pinnacle Wealth Management Advisory Group, LLC 0.52% Add +2.8% 126,848 $5.6M
Perigon Wealth Management, LLC 0.14% Add +1.4% 128,182 $5.6M
Heritage Investors Management Corp. 0.18% Reduce -2.2% 125,808 $5.5M
Ashton Thomas Private Wealth, LLC 0.22% Add +10.1% 125,777 $5.5M
Winthrop Advisory Group LLC 0.66% Add +3.4% 125,482 $5.5M
HT Partners LLC 1.88% Reduce -1.2% 125,347 $5.5M
Family Firm, Inc. 1.23% Add +10.6% 125,277 $5.5M
Cherry Tree Wealth Management, LLC 1.36% Reduce -0.7% 125,017 $5.5M
Dorsey & Whitney Trust CO LLC 0.30% Add +3.5% 124,989 $5.5M
First Horizon Advisors, Inc. 0.15% Reduce -18.0% 124,412 $5.5M
Ancora Advisors LLC 0.12% Add +2.3% 123,705 $5.4M
J.W. Cole Advisors, Inc. 0.22% Add +4.9% 123,243 $5.4M
Brady Martz Wealth Solutions, LLC 1.30% — 125,602 $5.4M
Matrix Private Capital Group LLC 3.08% Add +0.2% 122,529 $5.4M
Birch Hill Investment Advisors LLC 0.25% Add +1.6% 121,562 $5.4M
AllSquare Wealth Management LLC 3.07% Reduce -2.5% 121,334 $5.3M
Guardian Wealth Advisors, LLC 3.42% Add +7.2% 121,185 $5.3M
Diversify Advisory Services, LLC 0.29% Reduce -6.0% 124,520 $5.3M
Clarius Group, LLC 0.36% Reduce -16.1% 120,900 $5.3M
Tme Financial, Inc. 4.96% — 110,950 $5.3M
Kanawha Capital Management LLC 0.41% Add +0.1% 119,941 $5.3M
Grove Bank & Trust 0.73% Add +32.9% 119,181 $5.2M
BOK Financial Private Wealth, Inc. 0.38% Reduce -20.2% 119,038 $5.2M
O'shaughnessy Asset Management, LLC 0.04% Reduce -0.3% 119,005 $5.2M
Bordeaux Wealth Advisors LLC 0.84% Reduce -2.3% 118,789 $5.2M
Rathbones Group PLC 0.03% Add +4.4% 118,617 $5.2M
Parkside Financial Bank & Trust 0.69% Add +3.6% 117,757 $5.2M
Norris Perne & French LLP 0.38% Reduce -12.3% 117,709 $5.2M
AE Wealth Management LLC 0.04% Reduce -25.0% 117,007 $5.2M
Bison Wealth, LLC 0.63% — 115,973 $5.1M
RFG Advisory, LLC 0.14% Add +12.7% 115,532 $5.1M
Trevian Wealth Management LLC 3.73% Add +17.1% 114,922 $5.1M
Richard P Slaughter Associates Inc 1.13% Reduce -41.7% 114,487 $5.0M
Advocate Group LLC 0.95% Add +5.0% 114,073 $5.0M
Retirement Wealth Solutions LLC 4.23% — 116,821 $5.0M
Parthenon LLC 0.60% Add +0.4% 113,493 $5.0M
McAdam, LLC 0.27% Reduce -3.0% 113,419 $5.0M
Cahill Financial Advisors Inc. 0.67% Reduce -3.4% 112,511 $5.0M
Oakwell Private Wealth Management, LLC 1.38% Reduce -2.7% 111,671 $4.9M
Thrive Wealth Management, LLC 0.88% Add +1.3% 111,208 $4.9M
S&co Inc. 0.33% Add +4.1% 110,971 $4.9M
Lido Advisors, LLC 0.03% Add +3.0% 110,911 $4.9M
Aspiriant, LLC 0.18% Add +7.5% 110,423 $4.9M
Nipun Capital, L.P. 3.13% New 110,200 $4.9M
Jackson Hole Capital Partners, LLC 0.98% Reduce -0.4% 109,950 $4.8M
Breakwater Investment Management 2.06% Add +1.9% 109,942 $4.8M
World Investment Advisors 0.13% Add +0.9% 109,809 $4.8M
Chilton Capital Management LLC 0.20% Reduce -1.4% 109,600 $4.8M
Walkner Condon Financial Advisors LLC 0.98% Reduce -1.8% 109,554 $4.8M
Fifth Third Wealth Advisors LLC 0.26% Add +6.0% 109,259 $4.8M
Financial Synergies Wealth Advisors, Inc. 0.60% Add +3.9% 109,059 $4.8M
HCR Wealth Advisors 0.60% Reduce -4.0% 108,898 $4.8M
Trust Co of the South 0.98% Add +60.7% 108,794 $4.8M
Strategic Blueprint, LLC 0.29% Reduce -0.0% 108,739 $4.8M
St Germain D J Co. Inc. 0.22% Add +231.0% 108,689 $4.8M
Summit Wealth Group, LLC 1.38% Add +4.5% 108,547 $4.8M
Advisory Services Network, LLC 0.09% Add +13.8% 108,404 $4.8M
Kickstand Ventures, Llc. 1.22% Add +0.8% 108,402 $4.8M
WealthBridge Investment Counsel Inc. 1.75% Add +1.6% 108,195 $4.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.18% Add +2.8% 108,130 $4.8M
Canandaigua National Bank & Trust Co. 0.47% Reduce -2.9% 107,351 $4.7M
Syon Capital LLC 0.42% Reduce -26.8% 107,158 $4.7M
Stephenson & Company, Inc. 3.18% Add +7.5% 107,141 $4.7M
Cedar Mountain Advisors, LLC 1.03% Add +119923.6% 106,821 $4.7M
Legacy PCG, LLC 3.35% Add +3.2% 106,795 $4.7M
Titan Global Capital Management USA LLC 0.71% Add +12.0% 106,678 $4.7M
Main Street Financial Solutions, LLC 0.46% Add +7.0% 106,500 $4.7M
Waters Parkerson & Co., LLC 0.25% Reduce -5.3% 105,967 $4.7M
Belpointe Asset Management LLC 0.28% Add +0.1% 104,132 $4.7M
Evercore Wealth Management, LLC 0.07% Add +4.4% 105,355 $4.6M
BHK Investment Advisors, LLC 1.74% Reduce -4.5% 105,310 $4.6M
Parsons Capital Management Inc. 0.25% Reduce -2.2% 105,212 $4.6M
1900 Wealth Management LLC 0.39% Add +3.1% 105,093 $4.6M
Hemington Wealth Management 1.16% Add +1.2% 105,047 $4.6M
Values Added Financial LLC 2.67% Add +7.8% 104,977 $4.6M
Kearns & Associates LLC 2.99% Add +0.8% 104,940 $4.6M
Myecfo, LLC 2.49% Add +6.4% 104,891 $4.6M
Phoenix Financial Ltd. 0.06% Add +1.0% 104,793 $4.6M
Trust Co. of Vermont 0.22% Add +2.3% 104,604 $4.6M
Ethos Financial Group, LLC 0.60% Add +15.7% 104,325 $4.6M
Lowe Brockenbrough & Co. Inc. 0.29% Add +0.3% 104,105 $4.6M
Brown Brothers Harriman & Co. 0.03% Reduce -2.0% 104,097 $4.6M
Buck Wealth Strategies, LLC 0.95% Add +77.2% 103,761 $4.6M
GoalFusion Wealth Management, LLC 2.48% Add +4.8% 103,525 $4.6M
Headinvest, LLC 0.86% Reduce -1.6% 103,413 $4.6M
SkyOak Wealth, LLC 0.97% Add +8.8% 102,812 $4.5M
REDW Wealth LLC 1.57% Reduce -28.8% 102,636 $4.5M
McNamara Financial Services, Inc. 1.06% Reduce -5.0% 102,563 $4.5M
Legacies Wealth LLC 3.49% Add +5.0% 102,259 $4.5M
REAP Financial Group, LLC 1.11% Add +2.4% 101,942 $4.5M
Motive Wealth Advisors 2.40% Add +9.2% 101,659 $4.5M
Tikvah Management LLC 1.25% No change 101,580 $4.5M
One Day In July LLC 0.47% Reduce -3.9% 101,454 $4.5M
Harvest Investment Advisors, LLC 3.08% Reduce -1.2% 101,124 $4.5M
One Degree Advisors Inc 1.81% Add +1.6% 98,554 $4.4M
Texas Yale Capital Corp. 0.18% Add +1.0% 100,797 $4.4M
Avidian Wealth Enterprises, LLC 0.20% Reduce -2.9% 100,346 $4.4M
Sigma Planning Corp 0.14% Add +1.0% 100,259 $4.4M
Atlas Capital Advisors Inc. 0.56% Reduce -6.2% 100,016 $4.4M
Modern Wealth Management, LLC 0.16% Add +703.3% 99,574 $4.4M
CGN Advisors LLC 0.43% Add +8.5% 99,427 $4.4M
Trust Point Inc. 0.30% Add +139.2% 99,132 $4.4M
Triangle Securities Wealth Management 1.12% Add +1.6% 99,085 $4.4M
Alley Investment Management Company, LLC 0.55% Add +0.2% 99,045 $4.4M
Everhart Financial Group, Inc. 0.89% Reduce -6.7% 98,230 $4.3M
Pine Valley Investments Ltd Liability Co 0.28% Add +24.5% 98,036 $4.3M
Menora Mivtachim Holdings LTD. 0.03% Add +114.9% 98,000 $4.3M
First Manhattan Co. Llc. 0.01% Add +14.7% 97,724 $4.3M
Cornerstone Wealth Advisors, Inc. 1.18% Add +2.7% 97,584 $4.3M
James J. Burns & Company, LLC 0.75% Add +17.9% 97,392 $4.3M
Ritholtz Wealth Management 0.13% Add +2.4% 97,342 $4.3M
Landmark Wealth Management, LLC 1.90% Add +2.1% 97,305 $4.3M
Stewardship Advisors, LLC 1.19% Add +0.3% 97,194 $4.3M
Rareview Capital LLC 3.09% Reduce -2.4% 89,387 $4.3M
Peninsula Wealth, LLC 0.72% Reduce -2.4% 96,317 $4.2M
Woodmont Investment Counsel LLC 0.31% Reduce -5.7% 96,027 $4.2M
Partners Capital Investment Group, LLP 0.12% Add +24.5% 95,221 $4.2M
Becker Capital Management Inc. 0.14% Add +7.5% 95,071 $4.2M
Kingsview Wealth Management, LLC 0.08% Reduce -16.8% 94,521 $4.2M
Principia Wealth Advisory, LLC 3.90% — 94,338 $4.2M
BluePointe Capital Management, LLC 2.37% Add +342.0% 94,078 $4.1M
Naples Global Advisors, LLC 0.39% Reduce -2.9% 93,459 $4.1M
Opus Capital Group, LLC 0.52% Add +6.5% 93,354 $4.1M
CENTRAL TRUST Co 0.10% Add +39.6% 93,135 $4.1M
Crewe Advisors LLC 0.56% Reduce -3.6% 92,251 $4.1M
Hardy Reed LLC 0.35% No change 90,905 $4.0M
Marathon Strategic Advisors, LLC 4.32% Reduce -0.7% 90,637 $4.0M
IFP Advisors, Inc 0.13% Add +50.6% 90,350 $4.0M
Arete Wealth Advisors, LLC 0.29% Reduce -8.6% 90,088 $4.0M
Columbus Macro, LLC 0.55% Add +0.5% 89,947 $4.0M
Von Berge Wealth Management Group, LLC 2.39% Add +4.3% 88,230 $4.0M
Parkwood LLC 0.49% No change 89,505 $3.9M
Roundview Capital LLC 0.27% Add +1.1% 89,100 $3.9M
BKM Wealth Management, LLC 1.60% Reduce -0.6% 88,386 $3.9M
Howland Capital Management LLC 0.17% Reduce -1.3% 88,058 $3.9M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.9% 88,019 $3.9M
Associated Banc-Corp 0.12% Add +3.8% 88,012 $3.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.6% 87,238 $3.9M
D'Orazio & Associates, Inc. 0.57% Reduce -23.5% 87,392 $3.8M
1834 Investment Advisors Co. 0.49% Reduce -17.7% 87,202 $3.8M
XY Planning Network, Inc. 2.88% — 86,982 $3.8M
TD Private Client Wealth LLC 0.11% Add +15.8% 86,883 $3.8M
FMA Wealth Management, LLC 2.81% Add +2.0% 85,655 $3.8M
Granite Harbor Advisors, Inc. 2.07% Reduce -0.4% 85,072 $3.7M
Waldron Private Wealth LLC 0.15% Add +1.5% 85,072 $3.7M
VERITY Wealth Advisors 2.70% No change 85,007 $3.7M
Venture Visionary Partners LLC 0.16% Reduce -2.4% 84,962 $3.7M
Lee Danner & Bass Inc. 0.30% Add +3.0% 84,909 $3.7M
Gould Capital, LLC 2.60% Reduce -1.6% 84,752 $3.7M
Addis & Hill, Inc 2.75% Add +26.4% 84,600 $3.7M
MCF Advisors LLC 0.26% Add +1.4% 84,499 $3.7M
Cooksen Wealth, LLC 3.42% Add +4.2% 84,439 $3.7M
Hilltop National Bank 1.11% Add +11.3% 84,092 $3.7M
Martin Worley Group 2.29% — 83,316 $3.7M
SWS Partners 1.11% Add +7.6% 82,877 $3.6M
Econ Financial Services Corp 2.09% New 82,723 $3.6M
Brighton Jones LLC 0.10% Add +50.1% 81,641 $3.6M
Maripau Wealth Management LLC 2.13% Add +69.3% 81,592 $3.6M
Fourpath Capital Management, LLC 0.66% Reduce -1.8% 81,411 $3.6M
IFG Advisors, LLC 0.71% Add +5.9% 81,198 $3.6M
Bank of New Hampshire 0.92% Reduce -3.2% 81,018 $3.6M
Signal Tree Financial Partners LLC 4.19% — 81,012 $3.6M
Boston Financial Mangement LLC 0.11% Reduce -8.2% 80,637 $3.6M
Lutz Financial Services LLC 0.29% Add +11.1% 80,457 $3.5M
VCI Wealth Management LLC 1.50% Reduce 0.0% 80,357 $3.5M
1ST Source Bank 0.20% Reduce -10.2% 80,351 $3.5M
American Investment Services, Inc. 0.63% Add +5.0% 80,249 $3.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.25% New 80,000 $3.5M
Defined Wealth Management, LLC 2.33% Add +0.5% 79,906 $3.5M
Arrowroot Family Office, LLC 1.83% Add +5.1% 79,789 $3.5M
SignalPoint Asset Management, LLC 0.86% Add +48.9% 79,785 $3.5M
K2 Financial Inc. 3.49% — 82,670 $3.5M
Kagan Cocozza Asset Management 2.89% — 79,074 $3.5M
Avion Wealth 0.89% Reduce -4.5% 79,030 $3.5M
First Western Trust Bank 0.16% Reduce -0.1% 78,656 $3.5M
Summit Financial Strategies, Inc. 0.38% Reduce -1.3% 78,288 $3.4M
Gutierrez Wealth Advisory, LLC 2.84% — 78,172 $3.4M
DBK Financial Counsel, LLC 3.45% Reduce -0.1% 77,761 $3.4M
Wooster Corthell Wealth Management, Inc. 0.74% Reduce -1.7% 77,399 $3.4M
American Alpha Advisors, LLC 3.10% Add +2.0% 77,241 $3.4M
Compton Wealth Advisory Group, LLC 0.88% Reduce -3.8% 77,152 $3.4M
Johnson Financial Group, Inc. 0.16% Reduce -2.0% 76,490 $3.4M
Wealth Advisory Solutions, LLC 0.95% Add +1.5% 76,666 $3.4M
Financial Strategies Group, Inc. 0.80% Add +2.2% 78,377 $3.4M
Peterson Wealth Advisors, LLC 0.60% Reduce -1.5% 75,956 $3.4M
Johnson Bixby & Associates, LLC 0.51% Reduce -15.4% 76,101 $3.4M
Seven Post Investment Office LP 1.28% Reduce -15.2% 75,902 $3.3M
Beacon Financial Group 0.36% Add +11.8% 75,855 $3.3M
Fiera Capital Corp 0.01% Add +17.3% 75,854 $3.3M
Sharkey, Howes & Javer 0.46% Add +17.5% 75,149 $3.3M
Gordian Advisors LLC 2.59% Add +8.1% 74,433 $3.3M
CFO4Life Group, LLC 0.57% Add +1.0% 74,277 $3.3M
Duncan Williams Asset Management, LLC 1.28% New 73,866 $3.3M
WBH Advisory Inc. 0.30% Add +1.3% 73,699 $3.2M
Van Strum & Towne Inc. 1.14% Add +1.9% 73,569 $3.2M
Heartwood Wealth Advisors LLC 0.36% Add +0.0% 73,507 $3.2M
Burney Co./ 0.11% Add +0.9% 72,853 $3.2M
Avestar Capital, LLC 0.29% Add +13.2% 72,578 $3.2M
Wedbush Securities Inc. 0.11% Reduce -24.4% 72,522 $3.2M
Congress Asset Management Co. 0.02% Reduce -7.5% 72,516 $3.2M
Hilltop Wealth Advisors, LLC 1.61% Reduce -1.9% 72,505 $3.2M
Family CFO Inc 1.76% Reduce -0.4% 72,404 $3.2M
Highview Capital Management LLC 1.22% New 72,230 $3.2M
Elevated Capital Advisors, LLC 0.87% Add +5.0% 72,182 $3.2M
Accelerate Investment Advisors LLC 2.79% Add +6.5% 71,917 $3.2M
HB Wealth Management, LLC 0.03% Add +33.7% 71,866 $3.2M
LM Advisors LLC 0.57% Add +4.5% 71,537 $3.1M
Fifth Third Securities, Inc. 0.27% Reduce -7.2% 71,382 $3.1M
Holos Integrated Wealth LLC 2.14% — 70,925 $3.1M
Security Financial Services, INC. 0.63% Reduce -3.0% 70,196 $3.1M
Breed's Hill Capital LLC 1.61% Add +108.7% 69,961 $3.1M
Linscomb Wealth, Inc. 0.15% Add +1.5% 69,957 $3.1M
Fidelis Capital Partners, LLC 0.31% Add +27.1% 69,768 $3.1M
Aveo Capital Partners, LLC 0.34% Add +17.8% 69,825 $3.1M
Archford Capital Strategies, LLC 0.46% Reduce -16.9% 69,718 $3.1M
Equita Financial Network, Inc. 1.11% Add +8.3% 69,506 $3.1M
Bray Capital Advisors 0.83% Reduce -7.3% 69,500 $3.1M
Cutler Investment Counsel LLC 0.38% Add +4.9% 69,314 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -0.2% 69,120 $3.0M
YANKCOM Partnership 1.62% — 68,744 $3.0M
Pictet North America Advisors SA 0.29% Add +114.3% 68,589 $3.0M
Agilis Partners LLC 0.91% No change 68,380 $3.0M
Campion Asset Management 2.26% Reduce -0.6% 68,111 $3.0M
Kitching Partners, LLC 3.83% Add +10.4% 67,805 $3.0M
Newport Capital Group, LLC 2.19% Add +2.6% 67,465 $3.0M
First Bancorp, Inc 2.03% Add +14.9% 67,432 $3.0M
Andina Capital Management, LLC 2.41% Add +44.8% 67,164 $3.0M
Elmwood Wealth Management, Inc. 1.19% Add +12.6% 67,028 $3.0M
TPG Financial Advisors, LLC 1.28% Reduce -22.4% 66,921 $2.9M
First Heartland Consultants, Inc. 0.30% Add +8.5% 66,735 $2.9M
Allegiance Financial Group Advisory Services LLC 0.95% Add +0.0% 66,669 $2.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -35.1% 66,229 $2.9M
Prudential Financial Inc. 0.00% Reduce -81.2% 66,239 $2.9M
Salomon & Ludwin, LLC 0.31% Reduce -11.3% 65,580 $2.9M
Joel Isaacson & Co., LLC 0.13% Reduce -1.0% 65,571 $2.9M
Intrua Financial, LLC 0.47% Add +12.3% 65,238 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 65,000 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +0.3% 64,912 $2.9M
SteelPeak Wealth, LLC 0.12% New 64,713 $2.8M
Journey Beyond Wealth, LLC 2.67% — 64,561 $2.8M
Aureus Asset Management, LLC 0.18% Reduce -1.8% 64,471 $2.8M
Park Place Capital Corp 0.79% Add +113.3% 64,437 $2.8M
Disciplined Investments, LLC 1.40% Add +3.4% 64,368 $2.8M
VSM Wealth Advisory, LLC 1.01% — 64,234 $2.8M
Merit Financial Group, LLC 0.05% Add +28.7% 64,202 $2.8M
Truepoint, Inc. 0.08% Reduce -4.2% 64,165 $2.8M
Ballast, Inc. 0.80% Add +2.4% 63,733 $2.8M
E&G Advisors, LLC 0.76% Reduce -0.9% 63,381 $2.8M
Creekside Partners 1.44% Add +3.9% 63,193 $2.8M
Agf Management Ltd. 0.01% Reduce -11.4% 62,857 $2.8M
Brightwater Advisory LLC 2.16% Reduce -2.1% 62,667 $2.8M
LMCG Investments, LLC 0.17% Add +2.0% 62,573 $2.8M
Level Financial Advisors 1.00% Add +26.8% 62,154 $2.7M
Manuka Financial, LLC 1.84% — 61,977 $2.7M
Watershed Private Wealth LLC 1.06% Reduce -0.6% 61,879 $2.7M
NavPoint Financial, Inc. 2.15% Reduce -5.7% 61,671 $2.7M
Smartleaf Asset Management LLC 0.28% Add +4.2% 61,469 $2.7M
Werba Rubin Papier Wealth Management 0.64% Reduce -2.7% 61,501 $2.7M
Gainplan LLC 1.03% Add +8.1% 61,474 $2.7M
TBH Global Asset Management, LLC 0.64% Reduce -20.2% 61,354 $2.7M
Berkshire Asset Management LLC 0.13% Reduce -27.6% 60,588 $2.7M
Cullen Capital Management, LLC 0.03% Add +550.1% 61,275 $2.7M
American Financial Advisors, LLC 0.38% Reduce -3.6% 61,275 $2.7M
Stratos Wealth Advisors, LLC 0.13% Reduce -17.7% 61,216 $2.7M
Motley Fool Wealth Management, LLC 0.14% Add +14.5% 61,581 $2.7M
Asset Allocation Strategies LLC 0.65% Add +374.8% 59,204 $2.7M
First National Bank of Omaha 0.17% Reduce -1.3% 60,894 $2.7M
Upper Left Wealth Management, LLC 2.29% Add +13.7% 60,885 $2.7M
Oliver Luxxe Assets LLC 0.48% No change 56,030 $2.7M
Integrated Capital Management, LLC 1.42% Add +5.2% 60,620 $2.7M
Pinnacle Bancorp, Inc. 0.87% Add +1.0% 60,454 $2.7M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2.70% No change 60,414 $2.7M
Bridgewealth Advisory Group, LLC 0.75% Add +32.0% 58,258 $2.7M
Red Wave Investments LLC 0.93% Add +0.9% 60,319 $2.7M
Ascent Group, LLC 0.20% Reduce -9.2% 60,261 $2.7M
Grey Fox Wealth Advisors, LLC 0.73% Add +2.0% 60,155 $2.6M
Stone Summit Wealth LLC 0.88% Reduce -1.5% 59,842 $2.6M
Pachira Investments Inc. 1.61% Add +3.7% 59,650 $2.6M
New Perspectives, Inc 1.41% Reduce -0.6% 59,624 $2.6M
Genesis Wealth Advisors, LLC 2.26% — 58,865 $2.6M
Hikari Power Ltd 0.22% No change 58,810 $2.6M
Vista Investment Management 0.98% Reduce -1.1% 58,727 $2.6M
FSB Premier Wealth Management, Inc. 1.03% Reduce -3.0% 58,498 $2.6M
BSW Wealth Partners 0.38% Add +27.0% 58,438 $2.6M
Foundation Wealth Management, LLC\PA 1.25% — 58,345 $2.6M
Welch & Forbes LLC 0.03% Reduce -0.7% 58,335 $2.6M
Atlatl Advisers LLC 1.51% — 58,334 $2.6M
Brickley Wealth Management 0.52% No change 58,237 $2.6M
Sensible Financial Planning & Management, LLC. 0.53% Reduce -2.6% 58,033 $2.6M
Randall & Associates Wealth Management 2.12% Add +0.1% 57,877 $2.5M
Powell Investment Advisors, LLC 1.18% Reduce -0.2% 57,740 $2.5M
Sageworth Trust Co 0.16% Reduce -48.8% 57,670 $2.5M
Ironwood Investment Management LLC 1.26% Reduce -0.2% 57,487 $2.5M
Thrive Capital Management, LLC 1.16% Add +97.4% 57,431 $2.5M
Wells Trecaso Financial Group, LLC 0.83% Add +2.5% 57,360 $2.5M
HM Payson & Co. 0.04% Reduce -24.5% 57,304 $2.5M
Millennium Management 0.00% Add +170.7% 57,035 $2.5M
Columbia River Financial Group, LLC 1.72% — 56,707 $2.5M
Opes Wealth Management LLC 0.51% Add +0.0% 56,603 $2.5M
Brown Miller Wealth Management, LLC 0.95% Add +3.5% 56,228 $2.5M
Bfsg, LLC 0.29% Reduce -11.6% 56,111 $2.5M
Fiducient Advisors LLC 0.30% Reduce -50.3% 55,838 $2.5M
Fort Sheridan Advisors LLC 0.36% Add +1.2% 55,750 $2.5M
Monarch Capital Management Inc. 0.67% Reduce -0.4% 55,616 $2.4M
Squarepoint Ops LLC 0.01% Reduce -59.0% 55,416 $2.4M
Louisbourg Investments Inc. 0.64% Add +9.4% 55,312 $2.4M
Single Point Partners, LLC 0.56% New 55,243 $2.4M
Hohimer Wealth Management, LLC 0.46% Reduce -0.8% 55,202 $2.4M
White Lighthouse Investment Management Inc. 0.43% Reduce -2.2% 55,126 $2.4M
Garden State Investment Advisory Services LLC 0.74% Add +2.5% 54,888 $2.4M
AQR Capital Management 0.00% Add +19.7% 54,953 $2.4M
First Citizens Financial Corp 1.31% Reduce -17.4% 54,797 $2.4M
Hexagon Capital Partners LLC 0.44% Add +2.8% 54,735 $2.4M
SOL Capital Management CO 0.27% Reduce -3.4% 54,670 $2.4M
BigSur Wealth Management LLC 0.68% No change 54,400 $2.4M
Integrity Wealth Solutions LLC 1.34% Add +0.4% 54,352 $2.4M
Burke & Herbert Bank & Trust Co. 0.56% No change 54,094 $2.4M
Running Point Capital Advisors, LLC 0.82% Add +4.9% 54,030 $2.4M
Ti-Trust, Inc. 1.59% Add +2.5% 54,020 $2.4M
Apollon Wealth Management, LLC 0.05% Add +32.1% 53,508 $2.4M
Burling Wealth Partners, LLC 0.48% — 53,268 $2.3M
Root Financial Partners, LLC 0.29% Add +73.8% 52,920 $2.3M
Cary Street Partners Financial LLC 0.08% — 52,846 $2.3M
LMG Wealth Partners, LLC 0.51% Reduce -0.8% 52,728 $2.3M
Global Strategic Investment Solutions, LLC 0.27% Reduce -18.3% 52,673 $2.3M
Fortitude Family Office, LLC 0.83% Add +0.6% 52,541 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.64% Add +11.3% 52,167 $2.3M
Summit Wealth Partners, LLC 0.47% Reduce -5.6% 51,948 $2.3M
Riverpoint Wealth Management Holdings, LLC 0.60% Add +27.1% 51,897 $2.3M
AssuredPartners Investment Advisors, LLC 0.45% — 51,833 $2.3M
Arcus Capital Partners, LLC 0.72% Reduce -0.7% 54,577 $2.3M
Astoria Strategic Wealth, Inc. 0.68% Add +1.5% 51,689 $2.3M
Innova Wealth Partners 1.43% New 51,610 $2.3M
Aegis Wealth Management LLC 1.53% — 51,431 $2.3M
Argent Trust Co 0.09% Reduce -12.3% 51,397 $2.3M
Great Point Wealth Advisors, LLC 0.49% Reduce -2.2% 51,346 $2.3M
Great Lakes Advisors, LLC 0.02% Add +0.3% 51,246 $2.3M
Red Tortoise LLC 1.18% Reduce -2.0% 51,230 $2.3M
CWA Asset Management Group, LLC 0.11% Add +15.2% 51,208 $2.3M
Private Trust Co. NA 0.23% Reduce -8.3% 51,192 $2.3M
Greenleaf Trust 0.02% Reduce -1.7% 51,139 $2.3M
World Equity Group, Inc. 0.48% Add +190.6% 50,976 $2.2M
Rialto Wealth Management, LLC 0.74% — 50,848 $2.2M
Arkadios Wealth Advisors 0.12% Add +0.7% 50,791 $2.2M
Flagship Harbor Advisors, LLC 0.12% Reduce -2.9% 50,716 $2.2M
PKS Advisory Services, LLC 0.56% — 50,527 $2.2M
Resolute Advisors LLC 0.45% Reduce -15.8% 50,350 $2.2M
Gemmer Asset Management LLC 0.22% Add +0.7% 50,166 $2.2M
Blue Trust, Inc. 0.03% Reduce -16.2% 49,914 $2.2M
Aspen Grove Capital, LLC 0.46% Add +36.1% 49,747 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.46% Reduce -4.7% 49,684 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.24% Add +0.6% 49,682 $2.2M
OLIO Financial Planning 0.77% Reduce -37.8% 49,663 $2.2M
Riverbridge Partners LLC 0.03% New 49,306 $2.2M
Main Management LLC 0.18% Reduce -4.8% 49,284 $2.2M
United Community Bank 0.84% Add +4.5% 49,184 $2.2M
Shufro Rose & Co. LLC 0.17% Add +21.3% 49,161 $2.2M
Topel & Distasi Wealth Management, LLC 0.93% Reduce -0.7% 49,069 $2.2M
Waterfront Wealth Inc. 0.53% Reduce -3.0% 48,992 $2.2M
Falcon Wealth Planning 0.24% Add +8.6% 48,934 $2.2M
Asset Allocation & Management Company, LLC 1.17% Reduce -4.5% 48,563 $2.1M
Life Planning Partners, Inc 1.98% Add +0.2% 48,534 $2.1M
Rothschild Wealth LLC 0.62% Add +768.2% 48,489 $2.1M
Financial Advocates Investment Management 0.12% Reduce -6.2% 48,436 $2.1M
Allie Family Office LLC 1.18% Reduce -2.3% 48,218 $2.1M
AlTi Global, Inc. 0.05% Reduce -5.8% 48,107 $2.1M
WESCAP Management Group, Inc. 0.51% Add +5.2% 48,092 $2.1M
New England Private Wealth Advisors LLC 0.33% Add +1.9% 47,991 $2.1M
Certus Wealth Management, LLC 1.41% Reduce -0.6% 46,577 $2.1M
Retirement Planning Group, LLC 0.11% Add +24.6% 47,830 $2.1M
Cyndeo Wealth Partners, LLC 0.14% Reduce -6.3% 47,760 $2.1M
Delta Financial Advisors LLC 0.78% Reduce -1.4% 47,746 $2.1M
Strategic Financial Concepts, LLC 0.40% Add +56.3% 47,629 $2.1M
Centennial Bank 0.99% Add +0.6% 47,575 $2.1M
Evanson Asset Management, LLC 0.14% Add +2.6% 47,540 $2.1M
Northland Capital Management LLC 1.55% Reduce -12.7% 47,438 $2.1M
Verum Partners LLC 0.60% Add +36.9% 47,261 $2.1M
Wade Financial Advisory, Inc 0.70% No change 46,789 $2.1M
MBL Wealth, LLC 0.21% Reduce -0.2% 46,720 $2.1M
Compass Ion Advisors, LLC 0.24% Reduce -3.0% 46,441 $2.0M
May Hill Capital, LLC 0.78% — 45,954 $2.0M
Csenge Advisory Group 0.11% Reduce -4.5% 45,871 $2.0M
FFT Wealth Management LLC 0.15% Reduce -61.8% 45,778 $2.0M
Koshinski Asset Management, Inc. 0.17% Reduce -3.2% 45,743 $2.0M
Eclectic Associates Inc. 0.59% Add +18.9% 45,625 $2.0M
Northwest Wealth Management, LLC 0.43% Reduce -4.1% 45,591 $2.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.30% Reduce -3.0% 45,438 $2.0M
Silver Oak Securities, Incorporated 0.19% Add +2.8% 45,364 $2.0M
Cwm, LLC 0.01% Add +16.2% 45,420 $2.0M
Quantum Portfolio Management LLC 1.07% Add +1.3% 45,410 $2.0M
Titleist Asset Management, LLC 0.23% Add +29.7% 44,853 $2.0M
Bahl & Gaynor LLC 0.01% Add +9.1% 44,735 $2.0M
Hardin Capital Partners, LLC 1.19% Add +0.7% 44,663 $2.0M
Victory Financial Group, LLC 0.52% — 44,562 $2.0M
Sagace Wealth Management LLC 1.47% New 44,549 $2.0M
Financial Advisory Corp 0.34% — 44,547 $2.0M
Montag A & Associates Inc. 0.09% Add +348.5% 44,475 $2.0M
SilverOak Wealth Management LLC 0.42% Add +22.3% 44,407 $2.0M
First Hawaiian Bank 0.06% Reduce -0.1% 44,354 $2.0M
Stablepoint Partners, LLC 0.36% Add +2.1% 44,281 $2.0M
Financial Guidance Group, Inc. 1.07% Add +28.2% 44,252 $1.9M
Gold Investment Management Ltd. 0.82% Reduce -1.0% 44,112 $1.9M
Francis Financial, Inc. 0.49% Reduce -17.9% 44,077 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Add +8.3% 43,998 $1.9M
Monument Group Wealth Advisors, LLC 1.37% Reduce -10.0% 43,922 $1.9M
Gill Capital Partners, LLC 0.69% Reduce -7.9% 43,750 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Reduce -4.1% 43,730 $1.9M
Liberty Square Wealth Partners LLC 0.70% — 41,936 $1.9M
Stokes Family Office, LLC 0.21% Add +0.0% 43,641 $1.9M
Cornerstone Wealth Management, LLC 0.13% Add +2.9% 43,473 $1.9M
Cohen Klingenstein LLC 0.07% No change 43,329 $1.9M
Community Bank, N.A. 0.24% Reduce -0.3% 43,319 $1.9M
Marshall Financial Group, LLC 0.46% Add +1.5% 43,284 $1.9M
Matrix Asset Advisors Inc. 0.21% Add +7.6% 43,225 $1.9M
Grove Street Fiduciary, LLC 1.00% — 43,222 $1.9M
Private Client Services, LLC 1.02% Reduce -28.3% 43,156 $1.9M
Innealta Capital, LLC 0.93% Add +67.2% 43,057 $1.9M
Prospera Financial Services Inc 0.04% Add +1.1% 42,873 $1.9M
Exchange Capital Management, Inc. 0.30% Add +5.1% 42,726 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +28.8% 42,697 $1.9M
Carlson Capital Management 0.08% Reduce -8.8% 42,685 $1.9M
Meridian Wealth Management, LLC 0.09% Reduce -19.2% 42,646 $1.9M
Edge Financial Advisors LLC 1.67% Add +1.1% 42,539 $1.9M
Finley Financial, LLC 0.97% — 43,025 $1.9M
Centaurus Financial, Inc. 0.11% Reduce -35.2% 42,261 $1.9M
Clark Capital Management Group, Inc. 0.01% New 42,241 $1.9M
Legacy Edge Advisors, LLC 0.29% Reduce -4.0% 42,036 $1.9M
Wealthcare Advisory Partners LLC 0.05% Reduce -3.5% 42,049 $1.9M
Aire Advisors, LLC 0.38% Add +0.9% 41,707 $1.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +126.0% 41,396 $1.8M
Cadence Wealth Management LLC 1.21% Add +13.6% 41,585 $1.8M
Eastern Bank 0.03% Reduce -9.7% 41,217 $1.8M
JDM Financial Group LLC 0.94% Reduce -2.3% 41,112 $1.8M
Perissos Private Wealth Management, LLC 1.35% Reduce -2.3% 40,988 $1.8M
Climber Capital SA 1.48% — 42,085 $1.8M
BlackRock, Inc. 0.00% Add +165.3% 40,723 $1.8M
Aerodigm Wealth, LLC 1.07% Add +3.7% 40,578 $1.8M
Dynamic Wealth Strategies, LLC 1.59% Reduce -6.0% 40,510 $1.8M
Frederick Financial Consultants, LLC 1.43% — 40,507 $1.8M
Ascent Capital Management, LLC 1.82% — 40,375 $1.8M
Mosaic Advisors LLC 2.08% Reduce -12.1% 40,301 $1.8M
Sabal Trust CO 0.10% No change 40,184 $1.8M
StoneX Group Inc. 0.10% Add +73.1% 40,095 $1.8M
Keeley-Teton Advisors, LLC 0.20% Reduce -8.5% 39,892 $1.8M
Dakota Wealth Management 0.04% Add +19.1% 39,872 $1.8M
City State Bank 0.62% Reduce -1.8% 39,847 $1.8M
South Plains Financial, Inc. 1.34% — 39,726 $1.7M
VAUGHAN & Co SECURITIES, INC. 1.05% No change 39,695 $1.7M
Voisard Asset Management Group, Inc. 0.58% Reduce -50.8% 39,684 $1.7M
Aries Wealth Management 0.48% Reduce -1.6% 39,523 $1.7M
Capital Group Private Client Services, Inc. 0.02% Add +31.7% 39,424 $1.7M
CIBC Asset Management Inc 0.01% Reduce -10.8% 39,240 $1.7M
HUB Investment Partners, LLC 0.07% Add +1.7% 39,233 $1.7M
Foresight Capital Management Advisors, Inc. 1.01% Add +41.5% 39,228 $1.7M
Quartz Partners, LLC 1.05% Add +3.7% 39,096 $1.7M
Gotham Asset Management 0.02% Add +9.0% 39,025 $1.7M
Gilman Hill Asset Management, LLC 0.30% Reduce -25.9% 38,994 $1.7M
Quadrant Capital Group LLC 0.12% Add +39.5% 38,541 $1.7M
Ironsides Asset Advisors, LLC 0.49% New 38,475 $1.7M
Foundations Investment Advisors, LLC 0.03% Add +0.5% 38,426 $1.7M
Westside Investment Management, Inc. 0.36% Reduce -8.8% 38,345 $1.7M
Market Street Wealth Management Advisors LLC 0.28% Add +0.0% 38,229 $1.7M
Cascade Financial Partners, LLC 0.22% Reduce -13.4% 38,203 $1.7M
Sachem Hill LLC 0.35% Reduce -7.2% 38,069 $1.7M
Financial Enhancement Group LLC 0.26% Reduce -13.2% 39,432 $1.7M
Sound Stewardship, LLC 0.99% Add +0.1% 37,972 $1.7M
Argyle Capital Partners, LLC 1.43% — 37,959 $1.7M
Flywheel Private Wealth LLC 1.54% — 37,934 $1.7M
Greenwich Wealth Management LLC 0.12% Reduce -0.6% 37,911 $1.7M
Future You Wealth LLC 1.18% — 37,807 $1.7M
Canandaigua National Trust Co of Florida 1.30% Reduce -0.1% 37,791 $1.7M
Brand Asset Management Group, Inc. 0.68% Add +0.1% 37,784 $1.7M
West Financial Advisors, LLC 0.32% Add +3.9% 37,670 $1.7M
Angeles Investment Advisors, LLC 0.08% Reduce -22.5% 37,628 $1.7M
Greykasell Wealth Strategies, Inc. 0.91% — 37,171 $1.6M
Fire Capital Management LLC 1.22% — 37,155 $1.6M
RS Crum Inc. 0.40% Reduce -1.0% 37,126 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +2.6% 37,020 $1.6M
General Partner, Inc. 0.98% No change 36,998 $1.6M
A&I Financial Services, LLC 1.58% — 36,800 $1.6M
Roth Financial Partners LLC 0.64% Reduce -3.4% 36,764 $1.6M
Cobblestone Capital Advisors LLC 0.09% Add +21.8% 36,668 $1.6M
Golden Road Advisors LLC 1.22% Reduce -1.6% 36,582 $1.6M
Crescent Grove Advisors, LLC 0.16% Reduce -4.0% 36,542 $1.6M
Ieq Capital, LLC 0.02% Add +4.6% 36,509 $1.6M
Holistic Financial Partners 0.80% Reduce -2.7% 36,418 $1.6M
Pekin Hardy Strauss, Inc. 0.20% Reduce -6.5% 36,388 $1.6M
Chicago Partners Investment Group LLC 0.05% Add +1.9% 36,727 $1.6M
Evermay Wealth Management LLC 0.24% Reduce -0.8% 36,292 $1.6M
Whipplewood Advisors, LLC 0.91% — 36,287 $1.6M
Red Lighthouse Investment Management, LLC 0.63% No change 36,195 $1.6M
Rooted Wealth Advisors, Inc. 0.62% Add +12.1% 36,344 $1.6M
KMG Fiduciary Partners, LLC 0.13% Add +0.1% 36,123 $1.6M
Mechanics Financial Corp 0.71% No change 36,108 $1.6M
Navalign, LLC 0.47% Reduce -0.2% 36,079 $1.6M
Citadel Advisors 0.00% Add +3601700.0% 36,018 $1.6M
Coyle Financial Counsel LLC 0.50% Add +8.8% 35,813 $1.6M
Merriman Wealth Management, LLC 0.07% Reduce -2.4% 35,596 $1.6M
Stark Wealth Management LLC 1.15% — 35,468 $1.6M
C2C Wealth Management, LLC 1.44% Reduce -9.2% 35,376 $1.6M
Sterling Investment Management, LLC 1.22% Reduce -33.6% 35,237 $1.6M
Peak Retirement Planning, Inc. 1.05% — 35,209 $1.6M
NorthRock Partners, LLC 0.05% Add +2.8% 35,156 $1.5M
Wilson & Boucher Capital Management, LLC 1.09% Add +5.7% 35,026 $1.5M
Global Trust Asset Management, LLC 0.58% Reduce -0.8% 34,993 $1.5M
Cape Cod Five Cents Savings Bank 0.14% No change 31,961 $1.5M
NBT Bank, N.A. 0.11% Reduce -3.4% 34,650 $1.5M
MorganRosel Wealth Management, LLC 0.50% Add +10.3% 34,615 $1.5M
Avant Financial Advisors LLC 1.40% — 34,490 $1.5M
Braun-Bostich & Associates Inc. 1.09% Reduce -6.3% 34,489 $1.5M
Mill Creek Capital Advisors, LLC 0.04% No change 34,454 $1.5M
DHK Financial Advisors, Inc. 0.92% Add +451.9% 34,297 $1.5M
Nabity-Jensen Investment Management Inc 1.14% Reduce -0.1% 34,233 $1.5M
One Capital Management, LLC 0.05% Reduce -3.8% 34,091 $1.5M
Redwood Investment Management, LLC 0.15% Reduce -94.0% 34,036 $1.5M
Nottingham Advisors, Inc. 0.19% Reduce -16.4% 33,987 $1.5M
Liberty Capital Management, Inc. 0.33% Add +2.4% 33,903 $1.5M
Sax Wealth Advisors, LLC 0.12% Add +39.4% 33,886 $1.5M
Comprehensive Money Management Services LLC 1.23% — 33,853 $1.5M
Diversified Trust Co. 0.04% Add +7.2% 33,720 $1.5M
Gridiron Partners, LLC 0.94% No change 33,718 $1.5M
First Trust Advisors LP 0.00% Add +5.1% 33,544 $1.5M
Fiduciary Advisors, Inc. 1.49% — 33,510 $1.5M
Enterprise Bank & Trust Co 0.48% Reduce -0.1% 33,385 $1.5M
Krilogy Financial LLC 0.10% Reduce -8.9% 33,374 $1.5M
Global Financial Private Client, LLC 0.55% Add +6.9% 33,373 $1.5M
Simplicity Wealth,LLC 0.31% Add +317.6% 33,324 $1.5M
Compass Capital Corp. /Ma/ 0.57% — 33,122 $1.5M
Armbruster Capital Management, Inc. 0.30% Add +1.2% 33,265 $1.5M
Atlas Legacy Advisors, LLC 0.35% — 33,063 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.6% 32,847 $1.4M
Renasant Bank 0.94% Add +195.6% 32,778 $1.4M
Nova R Wealth, Inc. 0.73% Add +2.3% 32,761 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +40.0% 32,709 $1.4M
Asset Dedication, LLC 0.11% Add +28.0% 32,660 $1.4M
Kestra Investment Management, LLC 0.06% New 32,613 $1.4M
Infinity Wealth Counsel, LLC 1.53% — 32,602 $1.4M
Rockland Trust Co. 0.07% Reduce -0.7% 32,574 $1.4M
City Holding Co. 0.20% Add +6.8% 32,552 $1.4M
Waller Financial Planning Group, Inc. 0.36% Reduce -65.5% 32,546 $1.4M
Rosenberg Matthew Hamilton 0.37% Add +0.5% 32,484 $1.4M
Novak & Powell Financial Services, Inc. 0.85% Reduce -2.1% 32,479 $1.4M
Bakala Capital LLC 8.60% Add +2.4% 32,474 $1.4M
Hughes Financial Services, LLC 0.29% — 32,371 $1.4M
Hilltop Holdings Inc. 0.09% Add +6.1% 32,358 $1.4M
Smart Portfolios, LLC 1.49% Reduce -14.0% 32,289 $1.4M
Sovran Advisors, LLC 0.20% — 32,953 $1.4M
Valley Wealth Managers, Inc. 0.11% Reduce -9.9% 31,926 $1.4M
Windsor Capital Management, LLC 0.42% Reduce -1.5% 31,781 $1.4M
Shepherd Financial Partners LLC 0.17% Add +0.2% 31,729 $1.4M
LifeGuide Financial Advisors, LLC 0.60% Add +21.1% 31,708 $1.4M
Continuum Advisory, LLC 0.18% Reduce -1.0% 31,538 $1.4M
Hassell Wealth Management, LLC 0.56% Add +9.5% 31,385 $1.4M
Baker Boyer National Bank 0.48% Add +7.3% 31,378 $1.4M
N.E.W. Advisory Services LLC 0.13% Add +9.1% 31,261 $1.4M
Maia Wealth LLC 0.30% Reduce -1.2% 31,299 $1.4M
HBK Sorce Advisory LLC 0.04% Add +6.3% 31,050 $1.4M
GAM Holding AG 0.10% No change 31,000 $1.4M
Princeton Global Asset Management LLC 0.26% Add +3.9% 30,997 $1.4M
Arbor Trust Wealth Advisors, LLC 0.64% Add +0.9% 30,951 $1.4M
North Star Investment Management Corp. 0.09% Add +4.4% 30,849 $1.4M
International Assets Investment Management, LLC 0.11% Add +26.1% 30,846 $1.4M
Charter Oak Capital Management, LLC 0.13% Reduce -11.0% 30,738 $1.4M
Stonehaven Wealth & Tax Solutions, LLC 1.47% — 30,701 $1.4M
Allen Investment Management, LLC 0.02% Reduce -43.2% 30,700 $1.4M
Compass Advisory Group LLC 0.48% Reduce -14.0% 30,688 $1.4M
Kendall Capital Management 0.39% No change 30,584 $1.3M
Revisor Wealth Management LLC 1.24% Add +146.7% 29,906 $1.3M
Cushing Capital Partners, LLC 1.29% — 30,432 $1.3M
AMG National Trust Bank 0.04% Reduce -1.7% 30,390 $1.3M
LifePlan Investment Advisors, Inc. 0.82% Add +10.7% 30,026 $1.3M
ORG Partners LLC 0.18% Add +1504.4% 29,986 $1.3M
Fca Corp. 0.41% Add +2.6% 29,919 $1.3M
SWP Financial LLC 0.79% Add +546.6% 29,861 $1.3M
Sowell Financial Services LLC 0.07% Add +21.0% 29,802 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Add +1.5% 29,732 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Add +8.1% 29,722 $1.3M
Pathway Financial Advisors LLC 0.30% Add +9.6% 29,486 $1.3M
Granite Investment Partners, LLC 0.06% Reduce -3.9% 29,336 $1.3M
Keel Point, LLC 0.10% Reduce -2.8% 29,224 $1.3M
Morton Brown Family Wealth, LLC 0.45% Reduce -2.4% 29,138 $1.3M
Cambridge Capital Management, LLC 0.82% Add +2.8% 28,936 $1.3M
Stonebridge Financial Planning Group, LLC 0.57% Add +28.2% 28,755 $1.3M
Petredis Investment Advisors LLC 0.13% Add +0.3% 28,746 $1.3M
Flagstar Securities, Inc. 0.32% Add +7.2% 28,722 $1.3M
C M Bidwell & Associates Ltd. 0.77% Add +1.1% 28,640 $1.3M
Quantinno Capital Management LP 0.01% Add +68.3% 28,612 $1.3M
Lake Street Private Wealth, LLC 0.20% Add +3.0% 28,588 $1.3M
SP Asset Management LLC 0.11% Reduce -7.2% 28,533 $1.3M
GC Wealth Management RIA, LLC 0.22% Reduce -0.1% 28,516 $1.3M
Carret Asset Management, LLC 0.14% Reduce -2.0% 28,510 $1.3M
Phillips Financial Management, LLC 0.10% Reduce -17.1% 28,487 $1.3M
Pure Portfolios Holdings LLC 0.47% Add +0.9% 28,485 $1.3M
Scotia Capital Inc. 0.01% Add +4.3% 28,421 $1.3M
First Nebraska Trust Co 0.12% Reduce -1.9% 28,389 $1.3M
Certified Advisory Corp 0.14% Reduce -2.7% 28,367 $1.2M
SageView Advisory Group, LLC 0.05% Add +31.1% 28,333 $1.2M
Chapin Davis, Inc. 0.41% No change 26,073 $1.2M
Rossmore Private Capital 0.15% Add +0.5% 28,327 $1.2M
Interchange Capital Partners, LLC 0.45% Reduce -0.1% 28,310 $1.2M
Causey Wealth LLC 0.72% — 28,252 $1.2M
LongView Wealth Management 0.38% Reduce -9.5% 28,243 $1.2M
Brandes Investment Partners, LP 0.01% Add +469.3% 28,139 $1.2M
Ofc Financial Planning, LLC 1.31% — 28,132 $1.2M
Topsail Wealth Management, LLC 0.26% — 28,121 $1.2M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -5.2% 28,078 $1.2M
Independent Financial Group, LLC 0.04% Add +9.5% 28,055 $1.2M
Coastline Trust Co 0.14% Reduce -11.9% 27,975 $1.2M
Baron Silver Stevens Financial Advisors, LLC 0.21% Add +0.2% 27,945 $1.2M
Well Done, LLC 0.23% No change 25,707 $1.2M
Covestor Ltd 0.77% Add +2.5% 27,932 $1.2M
BlackDiamond Wealth Management, LLC 0.71% Add +8.2% 27,892 $1.2M
BCS Wealth Management 0.31% New 27,883 $1.2M
Clarity Capital Advisors, LLC 0.82% Add +2.3% 27,879 $1.2M
Sovereign Investment Advisors, LLC 0.37% Add +2.4% 27,876 $1.2M
Allen Capital Group, LLC 0.15% Reduce -1.5% 27,777 $1.2M
Financial Insights, Inc. 0.47% Reduce -9.8% 27,534 $1.2M
Conservest Capital Advisors, Inc. 0.13% Reduce -8.3% 27,471 $1.2M
Novem Group 0.18% — 27,377 $1.2M
Simplex Trading, LLC 0.03% Reduce -30.1% 27,366 $1.2M
Seldon Capital LP 0.49% No change 27,148 $1.2M
Family Wealth Partners, LLC 0.57% Reduce -7.8% 27,139 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -23.4% 27,060 $1.2M
Institute for Wealth Management, LLC. 0.15% Reduce -7.0% 27,041 $1.2M
Retirement Investment Advisors, Inc. 0.13% Reduce -2.4% 27,018 $1.2M
Journey Strategic Wealth LLC 0.04% Add +6.5% 26,966 $1.2M
Oak Family Advisors, LLC 0.46% Add +0.3% 26,895 $1.2M
Viewpoint Capital Management LLC 0.62% Reduce -1.2% 26,821 $1.2M
Highland Capital Management, LLC 0.07% No change 26,805 $1.2M
Mayport, LLC 0.35% Reduce -20.3% 26,729 $1.2M
WASHINGTON TRUST Co 0.04% Add +51.5% 26,703 $1.2M
Security Benefit Life Insurance Co. 0.39% No change 26,600 $1.2M
Cypress Wealth Services, LLC 0.24% Reduce -2.7% 26,581 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.16% Reduce -8.9% 26,578 $1.2M
Richmond Investment Services, LLC 0.66% — 26,559 $1.2M
Lindbrook Capital, LLC 0.11% Reduce -4.9% 26,528 $1.2M
FC Advisory LLC 0.39% Add +9.6% 26,483 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +8.3% 26,381 $1.2M
Avalon Capital Management 0.37% Reduce -46.6% 26,318 $1.2M
Bleakley Financial Group, LLC 0.03% Reduce -9.7% 26,057 $1.1M
John G Ullman & Associates Inc. 0.17% Reduce -4.2% 25,800 $1.1M
Cornerstone Financial Group, LLC 1.12% — 25,709 $1.1M
Elgethun Capital Management 0.27% Reduce -0.2% 25,663 $1.1M
Asset Management Group, Inc. 0.20% Reduce -24.1% 25,656 $1.1M
Debussy Capital Management LP 0.17% Add +36.5% 25,684 $1.1M
Sharp Wealth Advisory, LLC 0.85% Add +5.7% 25,521 $1.1M
Bruce G. Allen Investments, LLC 0.91% Reduce -10.8% 25,510 $1.1M
McLean Asset Management Corp 0.34% Add +5.1% 25,509 $1.1M
Capital Analysts, LLC 0.05% Reduce -4.0% 25,484 $1.1M
Afg Fiduciary Services Limited Partnership 0.80% Add +9.6% 25,758 $1.1M
Encompass Wealth Advisors, LLC 0.45% Add +5.3% 25,391 $1.1M
Swmg, LLC 0.45% Add +3.5% 25,311 $1.1M
Talon Private Wealth, LLC 0.23% Add +311.6% 25,381 $1.1M
Investment Advisory Group, LLC 0.37% Reduce -12.8% 25,335 $1.1M
Washington Trust Bank 0.11% Add +8.2% 25,275 $1.1M
Sunesis Advisors, LLC 0.68% Add +0.0% 25,219 $1.1M
Fisher Asset Management 0.00% Add +133.2% 25,019 $1.1M
Chemistry Wealth Management LLC 0.26% Reduce -2.6% 24,989 $1.1M
First National Bank & Trust Co. of Newtown 0.23% Add +3.8% 24,974 $1.1M
Studio Investment Management LLC 0.23% Add +1.9% 24,918 $1.1M
Orcam Financial Group 1.06% Add +42.1% 24,796 $1.1M
Moors & Cabot, Inc. 0.05% Add +12.7% 24,794 $1.1M
Noble Family Wealth, LLC 0.30% Reduce -1.4% 24,724 $1.1M
Synergy Financial Group, LTD 0.91% Add +5.6% 24,662 $1.1M
Mayflower Financial Advisors, LLC 0.16% Reduce -2.7% 24,505 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -81.4% 24,242 $1.1M
Moser Wealth Advisors, LLC 0.55% Add +3.5% 24,181 $1.1M
Western Wealth Management, LLC 0.06% Reduce -2.2% 24,181 $1.1M
Kiley Juergens Wealth Management, LLC 0.27% Reduce -0.1% 24,152 $1.1M
Rockwood Wealth Management, LLC 0.11% Add +5.7% 23,883 $1.1M
Black Diamond Financial, LLC 0.16% No change 23,843 $1.1M
ESL Trust Services, LLC 0.23% Add +3.4% 23,795 $1.0M
Diversified Portfolios, Inc. 0.11% Add +2.5% 23,789 $1.0M
Seaside Wealth Management, Inc. 0.38% Reduce -0.2% 23,777 $1.0M
Ausdal Financial Partners, Inc. 0.09% Add +9.4% 23,644 $1.0M
Fiduciary Financial Group, LLC 0.23% Add +5.4% 24,276 $1.0M
Catalyst Private Wealth, LLC 0.46% Add +3.0% 23,585 $1.0M
OneAscent Financial Services LLC 0.09% New 23,413 $1.0M
Shakespeare Wealth Management, LLC 0.28% Add +10.7% 23,375 $1.0M
Narus Financial Partners, LLC 0.35% Reduce -1.2% 23,274 $1.0M
First Financial Corp. 0.48% Add +19.4% 23,269 $1.0M
Veery Capital, LLC 0.39% Reduce -66.5% 23,256 $1.0M
Trace Wealth Advisors, LLC 0.92% — 23,230 $1.0M
Roberts Glore & Co. Inc. 0.30% Add +1.8% 23,204 $1.0M
Balentine LLC 0.04% Reduce -2.6% 23,175 $1.0M
RHS Financial, LLC 0.53% Add +3.2% 23,068 $1.0M
Pitcairn Co. 0.06% Add +9.2% 22,991 $1.0M
PAX Financial Group, LLC 0.18% Reduce -3.2% 22,965 $1.0M
First American Bank 0.07% Reduce -8.5% 22,945 $1.0M
WMS Partners, LLC 0.06% Add +1.5% 22,855 $1.0M
Generation Capital Management LLC 0.86% — 22,836 $1.0M
Appleton Partners Inc. 0.07% Reduce -9.7% 22,823 $1.0M
CogentBlue Wealth Advisors, LLC 0.88% — 22,810 $1.0M
Per Stirling Capital Management, LLC. 0.14% Reduce -65.3% 22,714 $1.0M
Davidson Trust Co. 0.51% Reduce -0.7% 22,669 $998K
Norway Savings Bank 0.55% Reduce -26.9% 22,633 $997K
DB Fitzpatrick & Co, Inc 0.92% Reduce -7.3% 22,609 $996K
Peak Financial Management, Inc. 0.30% Reduce -1.9% 22,572 $994K
F&V Capital Management, LLC 0.26% No change 22,580 $994K
Prudent Man Advisors, LLC 0.36% Reduce -22.4% 20,064 $992K
Roof Eidam Maycock Peralta, LLC 0.26% Add +7.8% 22,496 $991K
HSBC Holdings PLC 0.00% Reduce -9.3% 22,400 $986K
Balboa Wealth Partners 0.23% Add +336.8% 22,383 $986K
Five Oceans Advisors 0.45% Reduce -8.2% 22,223 $979K
Red Door Wealth Management, LLC 0.15% Add +2.8% 22,160 $976K
Matthew Goff Investment Advisor, LLC 0.18% Add +0.2% 22,132 $975K
First National Corp. /Ma/ 0.22% Add +12.0% 22,100 $973K
Bigelow Investment Advisors, LLC 0.46% Reduce -14.8% 22,030 $970K
Bragg Financial Advisors, Inc 0.04% Add +4.7% 21,996 $969K
Gould Asset Management LLC 0.20% Reduce -29.8% 21,928 $966K
Friday Financial 0.67% — 21,913 $965K
Visionary Wealth Advisors 0.06% Add +2.8% 21,806 $960K
Golden Bell Financial Planning LLC 0.96% — 21,747 $958K
Snowden Capital Advisors LLC 0.03% Reduce -4.5% 21,592 $951K
Orgel Wealth Management, LLC 0.02% Add +4.3% 21,585 $951K
HBW Advisory Services LLC 0.10% Reduce -28.1% 21,568 $950K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 21,503 $947K
Plan A Wealth LLC 0.86% — 21,402 $943K
Arbor Wealth Advisors LLC 0.84% Add +17.0% 21,391 $942K
Sound View Wealth Advisors Group, LLC 0.08% Add +0.1% 21,370 $941K
Aspen Investment Management Inc 0.44% Reduce -0.4% 21,313 $939K
Meridian Investment Counsel Inc. 0.28% No change 21,313 $939K
Private Capital Management LLC 0.19% Add +13.4% 21,254 $936K
Neumann Capital Management, LLC 0.31% Add +108.9% 21,100 $929K
Everett Harris & Co. 0.01% Reduce -0.8% 21,084 $929K
Schaper Benz & Wise Investment Counsel Inc. 0.07% Add +3.5% 21,079 $928K
Ifrah Financial Services, Inc. 0.26% Add +2.4% 21,057 $927K
Apexium Financial, LP 0.06% Add +246.2% 21,052 $927K
Unionview, LLC 0.68% Add +2.2% 21,006 $925K
Clear Harbor Asset Management, LLC 0.07% Add +10.2% 20,925 $922K
Rainey & Randall Wealth Advisors Inc. 0.18% Reduce -0.0% 20,862 $919K
Arcadia Investment Management Corp. 0.15% Add +2.0% 20,754 $914K
High Net Worth Advisory Group LLC 0.26% Add +6.6% 20,741 $914K
CANADA LIFE ASSURANCE Co 0.00% Add +4.0% 20,758 $913K
Note Advisors, LLC 0.81% — 20,697 $911K
Dentgroup LLC 0.70% Reduce -1.6% 20,657 $910K
Rockingstone Advisors LLC 0.40% Reduce -40.0% 20,452 $901K
Catalyst Financial Partners LLC 0.17% Add +1.1% 20,438 $900K
Evergreen Wealth Management, LLC 0.53% Reduce -5.1% 20,429 $900K
WealthShield Partners, LLC 0.13% Add +24.1% 20,376 $897K
Freedom Investment Management, Inc. 0.07% Add +27.9% 20,293 $894K
Foster & Motley Inc. 0.06% Add +77.8% 20,219 $890K
Factor Wealth Management LTD 0.30% — 20,203 $890K
Keudell/Morrison Wealth Management 0.23% Reduce -1.6% 20,183 $889K
Certior Financial Group, LLC 0.79% — 20,169 $888K
PBMares Wealth Management LLC 0.18% Add +2.8% 20,129 $886K
Plan Group Financial, LLC 0.47% Reduce -2.8% 20,046 $883K
Gladstone Institutional Advisory LLC 0.04% Add +3.0% 20,010 $881K
Palisade Asset Management, LLC 0.09% Add +0.5% 19,978 $880K
Hickory Point Bank & Trust 0.78% — 19,959 $879K
Tufton Capital Management 0.17% Reduce -2.6% 19,924 $877K
OmniStar Financial Group, Inc. 0.70% Add +60.2% 19,883 $876K
Common Fund for Nonprofit Organizations 0.10% Add +235.6% 19,709 $868K
LifeWealth Investments, LLC 0.57% — 19,675 $866K
Busey Bank 0.03% Reduce -9.8% 19,651 $865K
Crestwood Advisors Group, LLC 0.02% Add +12.2% 19,622 $864K
Ashton Thomas Securities, LLC 0.24% Reduce -1.8% 19,615 $864K
Medallion Wealth Advisors, LLC 0.43% — 19,348 $861K
Wernau Asset Management Inc. 0.83% — 19,546 $861K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 19,436 $856K
First Interstate Bank 0.05% Add +2.9% 19,407 $855K
DF Dent & Co. Inc. 0.01% No change 19,381 $854K
Warwick Investment Management, Inc. 0.18% Add +18.4% 19,379 $853K
Perritt Capital Management Inc 0.44% Add +4.8% 19,206 $846K
Rf&l Wealth Management, LLC 0.60% Add +0.1% 19,201 $846K
BridgePort Financial Solutions, LLC 0.38% — 18,549 $840K
Long Road Investment Counsel, LLC 0.34% No change 18,980 $836K
Obsidian Personal Planning Solutions LLC 0.40% Reduce -0.9% 18,774 $834K
Berkeley Capital Partners, LLC 0.23% Reduce -10.3% 18,836 $830K
Signet Financial Management, LLC 0.11% Reduce -0.3% 18,829 $829K
Park Edge Advisors, LLC 0.24% Add +0.7% 18,824 $829K
Twin Lakes Capital Management, LLC 0.53% Add +1.8% 18,770 $827K
Integrated Investment Consultants, LLC 0.17% Reduce -1.0% 18,729 $825K
Curated Wealth Partners LLC 0.09% New 18,711 $824K
Davidson Investment Advisors 0.04% Add +78.3% 18,677 $823K
New Century Financial Group, LLC 0.35% Reduce -0.1% 18,614 $822K
QRG Capital Management, Inc. 0.01% Add +17.5% 18,634 $821K
Park National Corp. 0.03% Add +2.6% 18,523 $816K
Carrera Capital Advisors 0.19% Reduce -20.3% 18,521 $816K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -5.0% 18,493 $814K
Jackson Creek Investment Advisors LLC 0.25% Add +6.4% 18,475 $814K
Pillar Financial Advisors, LLC 0.62% — 18,459 $813K
Glass Jacobson Investment Advisors llc 0.27% Add +0.5% 18,337 $808K
Orrstown Financial Services Inc. 0.21% No change 18,194 $801K
Collective Family Office LLC 0.22% Reduce -6.0% 18,171 $800K
CX Institutional 0.03% Add +63.6% 18,046 $795K
My Personal CFO, LLC 0.41% Add +13.3% 18,043 $795K
Aquire Wealth Advisors, LLC 0.25% Reduce -1.1% 18,034 $794K
Parkside Investments, LLC 0.12% Reduce -11.5% 18,026 $794K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +0.8% 17,976 $792K
Richardson Financial Services Inc. 0.56% Reduce -50.6% 17,948 $790K
Motco 0.08% Add +4.6% 17,937 $790K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.13% Reduce -92.2% 17,900 $788K
Provida Pension Fund Administrator 0.02% No change 17,784 $783K
Barrett & Company, Inc. 0.33% Reduce -3.5% 17,784 $783K
Cape Ann Savings Bank 0.46% Add +9.1% 17,740 $781K
BOS Asset Management, LLC 0.28% Reduce -1.5% 17,723 $781K
Trek Financial, LLC 0.06% Reduce -50.6% 17,701 $780K
Gryphon Financial Partners LLC 0.11% Add +22.3% 17,581 $774K
Ascent Wealth Partners, LLC 0.10% Add +7.8% 17,543 $773K
Gradient Capital Advisors, LLC 0.25% Reduce -10.4% 17,513 $771K
Sapient Capital LLC 0.01% Add +14.7% 17,503 $771K
Invesco Ltd. 0.00% Add +0.8% 17,480 $770K
United Advisor Group, LLC 0.15% Reduce -3.4% 17,313 $762K
HRT Financial LP 0.00% New 17,236 $759K
Eukles Asset Management 0.32% Reduce -21.0% 17,151 $755K
Mustard Seed Financial, LLC 0.61% Add +1.3% 17,123 $754K
Tilson Financial Group, Inc. 0.31% Reduce -4.5% 17,030 $750K
WCG Wealth Advisors LLC 0.05% Reduce -0.6% 17,004 $749K
Conrad Siegel Investment Advisors, Inc. 0.20% Reduce -11.1% 16,933 $746K
Hutchens & Kramer Investment Management Group, LLC 0.40% Add +11.9% 16,842 $742K
U.S. Capital Wealth Advisors, LLC 0.02% Add +31.7% 16,820 $741K
One Wealth Advisors, LLC 0.11% Reduce -8.1% 16,805 $740K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -4.9% 16,731 $737K
Astra Wealth Partners LLC 0.69% — 16,687 $735K
Prosperity Planning, Inc. 0.33% Add +1.1% 16,616 $732K
Lynx Investment Advisory 0.50% Reduce -0.3% 16,608 $731K
Petix & Botte Co 0.19% Reduce -5.9% 16,577 $730K
Waypoint Wealth Partners Inc. 0.20% Reduce -0.2% 16,559 $729K
PUREfi Wealth, LLC 0.71% — 16,544 $729K
Archer Investment Corp 0.19% Add +42.4% 16,512 $727K
Plum Street Advisors, LLC 0.36% Reduce -13.9% 16,512 $727K
Essex Financial Services, Inc. 0.05% Reduce -20.0% 16,450 $724K
Baldwin Wealth Partners LLC 0.05% Add +2.5% 16,445 $724K
Kovack Advisors, Inc. 0.07% Reduce -2.1% 16,407 $723K
Rehmann Capital Advisory Group 0.05% Reduce -11.8% 16,395 $722K
Zacks Investment Management 0.01% Add +5.8% 16,369 $721K
Essex Bank 0.18% Add +4.6% 16,331 $719K
Virtue Capital Management, LLC 0.14% Add +0.1% 16,319 $719K
Fortis Advisors, LLC 0.47% Add +2.4% 16,257 $716K
NorthStar Asset Management LLC 0.46% Add +3.1% 16,226 $715K
Webster Bank, N. A. 0.08% Reduce -17.2% 16,207 $714K
Legacy Bridge, LLC 0.37% No change 16,202 $714K
Boston Research & Management Inc. 0.17% No change 16,147 $711K
Rockport Wealth LLC 0.32% Add +20.1% 14,935 $710K
Ackerman Capital Advisors, LLC 0.19% Add +20.8% 16,083 $708K
Motiv8 Investments LLC 0.50% Reduce -35.4% 16,064 $707K
Mechanics Bank Trust Department 0.09% No change 16,012 $705K
Stratos Investment Management, LLC 0.04% Add +9.7% 15,997 $705K
Essex LLC 0.15% Reduce -11.9% 15,802 $696K
Flputnam Investment Management Co. 0.01% Add +4.2% 15,794 $696K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.17% Add +215.5% 15,786 $695K
L.K. Benson & Company, P.C. 0.49% — 15,692 $691K
Beaird Harris Wealth Management, LLC 0.06% Add +7.3% 15,689 $691K
Chokshi & Queen Wealth Advisors, Inc 0.43% — 15,650 $689K
Warner Financial, Inc. 0.29% Add +2.8% 15,583 $686K
River Wealth Advisors LLC 0.09% Reduce -4.4% 15,553 $685K
DecisionPoint Financial, LLC 0.21% Reduce -1.5% 15,413 $679K
Horan Securities, Inc. 0.26% Reduce -1.4% 15,368 $677K
Squire Investment Management Company, LLC 0.30% Add +16.9% 15,366 $677K
Lam Group, Inc. 0.48% Reduce -0.0% 15,355 $676K
Morling Financial Advisors, LLC 0.24% Reduce -22.3% 15,350 $676K
MMBG Investment Advisors Co. 0.07% No change 15,336 $675K
Adero Partners, LLC 0.04% Reduce -6.4% 15,291 $673K
Advisors Capital Management, LLC 0.01% Reduce -0.4% 15,272 $673K
Marshall Financial Group Inc. 0.20% Reduce -2.9% 15,220 $670K
Saranac Partners Ltd 0.38% New 15,135 $667K
Petra Financial Advisors Inc. 0.45% Reduce -0.6% 15,101 $665K
Causeway Capital Management LLC 0.02% Reduce -28.0% 15,090 $665K
Cohen Capital Management, Inc. 0.11% Reduce -0.0% 15,070 $664K
Insigneo Advisory Services, LLC 0.07% Add +4.3% 15,049 $663K
Cannon Financial Strategists, Inc. 0.11% Reduce -0.4% 15,046 $663K
Bank of Marin 0.53% Reduce -3.4% 15,034 $662K
Washington Trust Advisors, Inc. 0.06% Reduce -12.4% 15,033 $662K
Seven Mile Advisory 0.42% Reduce -10.3% 14,943 $658K
Cora Capital Advisors LLC 0.32% Reduce -0.3% 14,889 $656K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -11.3% 14,844 $654K
Hurley Capital, LLC 0.52% — 14,728 $650K
IHT Wealth Management, LLC 0.02% Add +8.0% 14,704 $648K
Missouri Trust & Investment Co 0.23% Add +3.5% 14,693 $647K
Financial Life Advisors 0.24% Reduce -2.5% 14,665 $646K
Kaizen Financial Strategies 0.37% Add +0.4% 14,601 $643K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.6% 14,562 $641K
Aaron Wealth Advisors LLC 0.07% No change 14,542 $640K
Key Financial Inc 0.15% Add +8.3% 14,537 $640K
Absolute Capital Management, LLC 0.35% Add +16.2% 14,422 $636K
Weik Capital Management 0.26% No change 14,425 $635K
Glen Eagle Advisors, LLC 0.11% Add +4.1% 14,416 $635K
Warren Street Wealth Advisors, LLC 0.26% Add +42.3% 14,407 $634K
HTG Investment Advisors, Inc. 0.29% Add +1.7% 14,404 $634K
Geller Advisors LLC 0.04% Add +0.9% 14,391 $634K
Cromwell Holdings LLC 0.37% New 14,374 $633K
Goelzer Investment Management, Inc. 0.04% Add +3.0% 14,362 $633K
Emerald Advisors, LLC 0.09% Add +1.5% 14,355 $632K
Savvy Advisors, Inc. 0.08% Add +13.3% 14,348 $632K
Sightline Wealth Advisors, LLC 0.34% Reduce -1.3% 14,304 $630K
Madden Advisory Services, Inc. 0.29% Add +4.2% 14,288 $629K
ARK & TLK Investments, LLC 0.22% Add +6.0% 14,226 $627K
Global Assets Advisory, LLC 0.35% Add +4.3% 14,234 $625K
Net Worth Advisory Group 0.19% Reduce -8.9% 14,190 $625K
Tull Financial Group, Inc. 0.38% Add +5.7% 14,175 $624K
Revolve Wealth Partners, LLC 0.09% New 14,129 $622K
Radnor Capital Management, LLC 0.10% Reduce -42.9% 14,060 $619K
Alamar Capital Management, LLC 0.34% Reduce -5.5% 13,984 $616K
American Financial & Tax Strategies Inc. 0.32% Reduce -1.0% 13,929 $613K
Quantum Financial Advisors, LLC 0.09% No change 13,844 $610K
Kraft Asset Management, LLC 0.47% No change 13,908 $604K
Verus Capital Partners, LLC 0.06% Reduce -1.2% 13,686 $603K
Stordahl Capital Management, Inc. 0.14% Reduce -2.5% 13,683 $603K
Prosperity Consulting Group, LLC 0.04% Reduce -0.4% 13,575 $598K
Optimum Investment Advisors 0.26% Reduce -2.4% 13,510 $595K
NorthLanding Financial Partners, LLC 0.60% Add +3.1% 13,501 $595K
Keystone Financial Group 0.06% Reduce -2.3% 13,431 $591K
True Vision MN LLC 0.35% Add +70.7% 13,419 $591K
Liberty Wealth Management LLC 0.10% Add +1.0% 13,294 $590K
Fort Washington Investment Advisors Inc. 0.00% Reduce -7.0% 13,390 $590K
Elevation Point Wealth Partners, LLC 0.05% Reduce -5.5% 13,319 $587K
Private Wealth Management Group, LLC 0.22% Reduce -0.3% 13,241 $583K
SeaBridge Investment Advisors LLC 0.12% Add +20.1% 13,211 $582K
Wealthspan Partners, LLC 0.28% Add +26.7% 13,193 $581K
DGS Capital Management, LLC 0.15% Add +24.9% 13,176 $580K
Hikari Tsushin, Inc. 0.04% Add +24.5% 13,167 $580K
Nautilus Advisors LLC 0.46% — 13,142 $579K
Cohen Investment Advisors LLC 0.35% Add +8.3% 13,126 $578K
Disciplined Investors, L.L.C. 0.56% — 13,598 $578K
Arista Wealth Management, LLC 0.14% No change 13,114 $578K
Schwartz Investment Counsel Inc. 0.02% Add +2.1% 13,065 $575K
Bridgewater Advisors Inc. 0.06% Reduce -5.4% 13,324 $573K
Treynor Bancshares, Inc. 0.60% Reduce -7.4% 12,940 $570K
Greenfield Savings Bank 0.27% Add +2.7% 12,926 $569K
IFG Advisory, LLC 0.03% Add +3.6% 12,918 $569K
Westmount Partners, LLC 0.17% Reduce -25.0% 12,869 $567K
Sterling Investment Advisors, Ltd. 0.14% Reduce -10.8% 12,851 $566K
Sharper & Granite LLC 0.25% Reduce -8.1% 12,803 $564K
BBR Partners, LLC 0.04% Add +8.8% 12,797 $564K
Next Capital Management LLC 0.23% Add +28.8% 12,789 $563K
Old Second National Bank of Aurora 0.13% Add +216.1% 12,762 $562K
Total Clarity Wealth Management, Inc. 0.18% Reduce -19.8% 12,735 $561K
White Pine Capital LLC 0.19% No change 12,723 $560K
RDA Financial Network 0.16% Reduce -9.5% 12,679 $558K
Bedel Financial Consulting, Inc. 0.08% Add +0.9% 12,430 $555K
Opinicus Capital, Inc. 0.47% Add +1.3% 12,588 $554K
Etesian Wealth Advisors, Inc. 0.24% Reduce -6.4% 12,547 $553K
Black Cypress Capital Management, LLC 0.48% Reduce -4.8% 12,534 $552K
PFG Investments, LLC 0.03% Reduce -8.6% 12,512 $551K
National Philanthropic Trust 0.01% Reduce -45.7% 12,492 $550K
Atlas Brown,Inc. 0.19% Add +0.1% 12,448 $548K
Voya Financial Advisors, Inc. 0.06% Add +4.5% 12,368 $546K
Cynosure Group, LLC 0.08% No change 12,379 $545K
Cozad Asset Management Inc. 0.05% Reduce -9.7% 12,377 $545K
Alpha Omega Wealth Management LLC 0.10% No change 12,348 $544K
Brown Wealth Management, LLC 0.19% Add +3.0% 12,345 $544K
TFB Advisors LLC 0.16% Add +2.2% 12,329 $543K
Golden State Wealth Management, LLC 0.08% — 12,276 $541K
Heritage Financial Services, LLC 0.07% Add +32.0% 12,268 $540K
L & S Advisors Inc 0.07% Add +0.4% 12,218 $538K
Rothschild Capital Partners, LLC 0.13% Reduce -2.3% 12,216 $538K
Capital Management Associates, Inc 0.20% Add +19.5% 12,201 $537K
Tandem Financial, LLC 0.58% — 12,182 $537K
Lord & Richards Wealth Management, LLC 1.13% — 12,159 $535K
Fulton Bank, N.A. 0.02% Add +46.6% 12,132 $534K
Optima Capital LLC 0.37% — 12,081 $532K
Blueprint Investment Partners LLC 0.08% Add +55.7% 12,068 $531K
Austin Asset Management Co Inc 0.11% Reduce -0.8% 12,000 $528K
Romano Brothers and Company 0.07% Reduce -0.0% 11,998 $528K
Firestone Capital Management 0.13% Add +4.0% 11,975 $527K
Forum Financial Management, LP 0.01% Add +12.4% 11,944 $526K
Forthright Family Wealth Advisory LLC 0.34% Add +0.4% 11,900 $524K
William Mack & Associates, Inc. 0.55% — 11,895 $524K
City Center Advisors, LLC 0.59% Reduce -0.7% 11,879 $523K
Accretive Wealth Partners, LLC 0.22% Add +1.5% 11,851 $522K
Lion Street Advisors, LLC 0.17% Add +11.1% 11,851 $522K
Total Wealth Planning, LLC 0.08% Reduce -0.5% 11,820 $521K
EPIQ Capital Group, LLC 0.14% Reduce -6.0% 11,797 $520K
Cambridge Financial Group, LLC 0.22% Add +61.2% 11,785 $519K
Platform Technology Partners 0.16% Add +33.2% 11,764 $518K
Morton Capital Management LLC 0.10% Add +1.1% 11,765 $518K
FineMark National Bank & Trust 0.02% Reduce -1.2% 11,761 $518K
McIlrath & Eck, LLC 0.07% Add +95.2% 11,747 $517K
Harbour Capital Advisors, LLC 0.12% Reduce -1.3% 11,694 $516K
Meredith Wealth Planning 0.23% Add +1.5% 11,618 $512K
Rappaport Reiches Capital Management, LLC 0.13% Reduce -1.6% 11,534 $508K
Chesley Taft & Associates LLC 0.02% Add +10.2% 11,519 $507K
Strategic Financial Services, Inc. 0.03% No change 11,500 $506K
Wealthstream Advisors, Inc. 0.09% Add +2.4% 11,476 $505K
Cassady Schiller Wealth Management, LLC 0.18% Add +10.6% 11,434 $504K
Michels Family Financial, LLC 0.46% — 11,432 $503K
Buckingham Capital Management, Inc. 0.06% Reduce -2.1% 11,386 $501K
MSH Capital Advisors LLC 0.16% No change 11,385 $501K
TCI Wealth Advisors, Inc. 0.04% Add +4.4% 11,373 $501K
MeadowBrook Investment Advisors LLC 0.45% No change 11,306 $498K
SlateStone Wealth, LLC 0.05% Reduce -75.4% 11,275 $497K
First PREMIER Bank 0.13% Reduce -2.1% 11,223 $494K
Severin Investments, LLC 0.49% — 11,217 $494K
Axis Wealth Partners, LLC 0.42% — 11,187 $493K
Clientfirst Wealth Management, LLC 0.50% — 11,180 $492K
ETF Portfolio Partners, Inc. 0.15% Reduce -46.1% 11,173 $492K
Baker Ellis Asset Management LLC 0.07% Reduce -1.3% 11,169 $492K
Archvest Wealth Advisors, Inc. 0.36% Reduce -19.0% 11,162 $492K
Willow Creek Wealth Management Inc. 0.05% No change 11,107 $489K
New Republic Capital, LLC 0.32% Add +1.2% 11,084 $488K
Sage Capital Advisors,llc 0.13% Reduce -0.4% 11,048 $487K
Baldwin Investment Management, LLC 0.06% Add +35.4% 11,039 $486K
Wintrust Investments LLC 0.43% Add +13.2% 11,052 $486K
Lincoln Capital LLC 0.10% Add +5.4% 11,031 $486K
Smith Anglin Financial, LLC 0.05% Add +20.8% 10,943 $482K
Schechter Investment Advisors, LLC 0.04% Reduce -3.4% 10,939 $482K
Boltwood Capital Management 0.15% No change 10,935 $482K
Cura Wealth Advisors, LLC 0.21% — 10,904 $480K
Jaffetilchin Investment Partners, LLC 0.03% Add +2.1% 10,901 $480K
Nicolet Bankshares Inc. 0.09% No change 10,882 $479K
WealthCollab, LLC 0.31% Reduce -1.0% 10,871 $479K
Live Oak Private Wealth LLC 0.08% No change 10,836 $477K
Quent Capital, LLC 0.05% Add +49.7% 10,807 $476K
Peirce Capital Management, LLC 0.24% Reduce -3.7% 10,783 $475K
Country Club Bank 0.03% Add +0.8% 10,741 $474K
Peak Asset Management, LLC 0.09% No change 10,758 $474K
Summit Global Investments 0.03% Reduce -0.4% 10,712 $472K
Alliance Wealth Advisors, LLC 0.27% No change 10,696 $471K
Wescott Financial Advisory Group, LLC 0.05% Add +2.5% 10,663 $470K
Moneco Advisors, LLC 0.05% Add +15.2% 10,661 $470K
Maxele Advisors, LLC 0.45% — 10,655 $469K
Kingswood Wealth Advisors, LLC 0.04% Add +16.8% 10,638 $469K
Balanced Rock Investment Advisors LLC 0.37% Reduce -36.7% 10,638 $468K
Sagespring Wealth Partners, LLC 0.01% — 10,586 $466K
Wealth Architects, LLC 0.05% Reduce -0.7% 10,575 $466K
Silver Oak Advisory Group, Inc. 0.25% Add +1.2% 10,571 $465K
Parkworth Wealth Management, Inc. 0.39% — 10,552 $465K
LexAurum Advisors, LLC 0.09% Add +85.7% 10,551 $465K
J. W. Coons Advisors, LLC 0.12% Add +8.1% 10,538 $464K
RCS Financial Planning, LLC 0.25% Add +3.5% 10,536 $464K
Boston Family Office LLC 0.03% Add +14.4% 10,546 $464K
Chevy Chase Trust Holdings, LLC 0.00% New 10,532 $464K
Citrine Capital LLC 0.34% — 10,518 $463K
Wealth Group, Ltd. 0.30% Add +12.1% 10,518 $463K
Lakeridge Wealth Management LLC 0.24% Reduce -5.0% 10,512 $463K
Spinnaker Trust 0.03% Reduce -0.3% 10,492 $462K
True North Advisors, LLC 0.11% Add +71.0% 10,473 $461K
Ade, LLC 0.28% Add +2.2% 10,471 $461K
Tenon Financial LLC 0.30% Reduce -6.2% 10,475 $460K
Riverview Capital Advisers, LLC 0.14% Add +0.6% 10,397 $458K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -0.6% 10,337 $455K
Sequent Planning LLC 0.17% Reduce -2.9% 10,316 $454K
Indiana Trust & Investment Management Co 0.15% No change 10,290 $453K
Compass Investment Advisers LLC 1.31% — 10,237 $451K
Optimist Retirement Group LLC 0.21% Reduce -1.2% 10,236 $451K
Founders Financial Securities LLC 0.04% Reduce -20.6% 10,167 $448K
Murphy & Mullick Capital Management Corp 0.41% — 10,135 $446K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $445K
Montecito Bank & Trust 0.08% No change 10,107 $445K
Michael A. Dubis Financial Planning, LLC 0.43% — 10,114 $445K
LVM Capital Management Ltd. 0.05% Reduce -4.4% 10,100 $445K
Banque Pictet & Cie SA 0.00% Reduce -12.2% 10,100 $445K
Westwood Holdings Group Inc. 0.00% Reduce -14.8% 10,091 $444K
Crux Wealth Advisors 0.25% — 10,081 $444K
Patten & Patten Inc. 0.03% Reduce -14.8% 10,050 $443K
Russell Investments Group, Ltd. 0.00% Add +21.6% 10,049 $443K
Valley Forge Investment Consultants Inc. Adv 0.15% Add +2.3% 10,027 $442K
Sterling Capital Management LLC 0.01% Reduce -77.9% 9,986 $440K
Stevens Capital Partners 0.20% Add +6.6% 9,964 $439K
Oarsman Capital, Inc. 0.08% Reduce -8.2% 9,911 $436K
Tiemann Investment Advisors, LLC 0.19% No change 9,905 $436K
Sachetta, LLC 0.17% Add +7.4% 9,848 $434K
Clearstead Trust, LLC 0.09% Reduce -0.3% 9,839 $433K
Buckhead Capital Management LLC 0.14% No change 9,819 $432K
Syverson Strege & Co 0.14% Reduce -0.1% 9,807 $432K
State Street Corp. 0.00% Reduce -25.6% 9,795 $431K
Monograph Wealth Advisors, LLC 0.06% Reduce -23.0% 9,783 $431K
Sound Financial Strategies Group, LLC 0.36% New 9,774 $430K
American National Bank & Trust 0.05% Add +65.7% 9,762 $430K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -14.4% 9,753 $430K
Quadrant Private Wealth Management, LLC 0.11% Add +97.0% 9,708 $428K
Union Bancaire Privee, UBP SA 0.01% — 9,810 $427K
KG Capital Management 0.14% Add +3.5% 9,649 $425K
M3 Advisory Group, LLC 0.30% Reduce -0.7% 9,608 $423K
LaSalle St. Investment Advisors, LLC 0.13% Add +0.7% 9,623 $423K
Security National Bank of So Dak 0.24% Add +19.1% 9,603 $423K
Icon Wealth Advisors, LLC 0.03% Reduce -27.2% 9,586 $422K
Sunpointe, LLC 0.21% Add +42.3% 9,584 $422K
MBA Advisors LLC 0.21% Reduce -0.1% 9,545 $420K
Probity Advisors, Inc. 0.08% Reduce -4.3% 9,539 $420K
ETF Store, Inc. 0.52% Add +0.3% 9,496 $418K
Obermeyer Wealth Partners 0.02% Reduce -19.8% 9,494 $418K
Tradition Wealth Management, LLC 0.04% Add +5.7% 9,447 $416K
Curi Capital, LLC 0.01% Reduce -7.3% 9,431 $415K
LCM Capital Management Inc 0.23% Reduce -0.7% 9,351 $412K
Centerpoint Advisors, LLC 0.14% Add +0.5% 9,284 $409K
Trivium Point Advisory, LLC 0.05% New 9,278 $409K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -3.9% 9,259 $408K
Post Resch Tallon Group Inc. 0.39% — 9,269 $407K
Fortis Capital Advisors, LLC 0.14% Add +0.4% 9,089 $406K
Graypoint LLC 0.02% No change 9,224 $406K
Guyasuta Investment Advisors Inc. 0.03% Reduce -3.3% 9,178 $404K
Ironwood Investment Counsel, LLC 0.07% Reduce -1.6% 9,176 $404K
Florida Trust Wealth Management Co 0.01% New 9,126 $402K
McCarter Private Wealth Services LLC 0.25% Add +6.3% 9,095 $401K
Charis Legacy Partners, LLC 0.82% — 9,068 $399K
Sawgrass Asset Management LLC 0.04% Reduce -2.5% 9,036 $398K
J.Safra Asset Management Corp 0.03% New 9,020 $398K
Burt Wealth Advisors 0.10% No change 8,963 $395K
Anson Capital, Inc. 0.34% Reduce -6.7% 8,891 $392K
Horizons Wealth Management 0.30% Reduce -0.4% 8,883 $391K
SeaCrest Wealth Management, LLC 0.04% Add +1.3% 8,860 $390K
Mma Asset Management LLC 0.17% Reduce -57.4% 8,858 $390K
Councilmark Asset Management, LLC 0.26% No change 8,840 $389K
Capital Investment Advisory Services, LLC 0.04% Add +3.1% 8,818 $388K
Duncker Streett & Co. Inc. 0.07% Reduce -1.1% 8,783 $387K
RAM Investment Partners, LLC 0.10% Add +34.7% 8,775 $386K
Caldwell Trust Co 0.04% Add +27.9% 8,743 $385K
Colorado Capital Management, Inc. 0.19% Add +1.8% 8,688 $383K
Gries Financial LLC 0.07% Reduce -6.9% 8,685 $382K
Objective Capital Management, LLC 0.26% Reduce -3.8% 8,676 $382K
TFG Advisers LLC 0.14% Reduce -7.0% 8,662 $381K
Twin Peaks Wealth Advisors, LLC 0.16% Add +1.2% 8,619 $380K
Aua Capital Management, LLC 0.24% Add +0.3% 8,584 $378K
Marino, Stram & Associates LLC 0.08% Add +0.4% 8,579 $378K
L.M. Kohn & Company 0.10% Add +11.2% 8,566 $377K
Blue Barn Wealth, LLC 0.20% Reduce -1.7% 8,532 $376K
Atlanta Consulting Group Advisors, LLC 0.14% No change 8,511 $375K
Capstone Wealth Management Group LLC 0.28% — 8,503 $374K
Omnia Family Wealth, LLC 0.15% Reduce -25.4% 8,499 $374K
Klingenstein Fields & Co. LP 0.02% No change 8,498 $374K
CGC Financial Services, LLC 0.15% Reduce -36.8% 8,488 $374K
Hill Island Financial LLC 0.11% No change 8,425 $371K
WPG Advisers, LLC 0.34% — 8,415 $371K
Ironwood Wealth Management, LLC. 0.11% Add +12.0% 8,392 $370K
Geometric Wealth Advisors 0.07% Add +77.2% 8,384 $369K
Telos Capital Management, Inc. 0.04% Add +1.4% 8,368 $369K
Kathleen S. Wright Associates Inc. 0.15% Add +0.7% 8,360 $368K
Exchange Bank 0.30% Add +1.7% 8,358 $368K
Evolution Wealth Advisors, LLC 0.06% New 8,321 $366K
Fee-Only Financial Planning, L.C. 0.24% No change 8,310 $366K
Cooper Financial Group 0.04% Add +1.8% 8,290 $365K
Uptown Financial Advisors LLC 0.39% — 8,273 $364K
Cordgrass Capital Advisors, LLC 0.11% Reduce -4.6% 8,248 $363K
Nicolet Advisory Services, LLC 0.03% Reduce -30.4% 8,447 $362K
Thompson Siegel & Walmsley LLC 0.01% No change 8,178 $360K
Smith Salley Wealth Management 0.02% Reduce -0.5% 8,137 $358K
Pinney & Scofield, Inc. 0.27% — 8,135 $358K
EnRich Financial Partners LLC 0.12% Add +8.0% 8,131 $358K
Legacy Wealth Asset Management, LLC 0.10% Reduce -2.0% 8,113 $357K
Inlight Wealth Management, LLC 0.21% — 70,199 $357K
Pinnacle Financial Group, LLC / IL 0.14% Reduce -4.8% 8,101 $357K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Add +5.1% 8,092 $356K
Maryland Capital Advisors Inc. 0.17% Reduce -1.8% 8,087 $356K
Level Four Advisory Services, LLC 0.01% Reduce -7.7% 8,061 $355K
JTC Employer Solutions Trustee Ltd 0.03% No change 8,020 $354K
SGL Investment Advisors, Inc. 0.18% Add +4.3% 7,799 $354K
Client 1ST Advisory Group, LLC 0.14% Add +87.8% 8,019 $353K
Pension & Wealth Management Advisors, Inc. 0.14% Add +228.9% 7,975 $351K
Southland Equity Partners LLC 0.08% Add +6.4% 7,977 $351K
Financial Alternatives, Inc 0.25% Add +1.4% 7,957 $350K
TPG Advisors LLC 0.27% Add +0.3% 7,956 $350K
Jacobi Capital Management LLC 0.03% Reduce -6.1% 7,953 $350K
Integris Wealth Management, LLC 0.10% Add +44.0% 7,919 $349K
Trexquant Investment LP 0.00% New 7,913 $348K
Potomac Fund Management Inc. 0.02% — 7,885 $347K
Hubbell Strickland Wealth Management, LLC 0.16% Add +2.5% 7,865 $346K
Dimension Capital Management LLC 0.06% Reduce -24.4% 7,852 $346K
Forza Wealth Management, LLC 0.16% Reduce -72.4% 7,847 $346K
LVW Advisors, LLC 0.04% Add +67.4% 7,831 $345K
Accurate Wealth Management, LLC 0.07% Reduce -31.5% 8,044 $344K
Goldstein Advisors, LLC 0.05% Add +4.8% 7,819 $344K
Coordinated Financial Services, Inc. 0.27% — 7,776 $342K
Melfa Wealth Management, Inc. 0.23% Reduce -1.1% 7,767 $342K
Intergy Private Wealth, LLC 0.13% No change 7,755 $342K
TCTC Holdings, LLC 0.01% No change 7,745 $341K
SMH Capital Advisors Inc. 0.82% Add +0.5% 7,730 $340K
Howard Financial Services, LTD. 0.05% New 7,729 $340K
Sage Investment Counsel LLC 0.44% — 7,725 $340K
Broadleaf Partners, LLC 0.08% Reduce -6.1% 7,718 $340K
Lionshead Wealth Management, LLC 0.24% — 7,638 $336K
Capasso Planning Partners LLC 0.13% Reduce -79.9% 7,618 $335K
Cannell & Spears LLC 0.01% No change 7,610 $335K
LS Investment Advisors, LLC 0.05% Add +14.1% 7,607 $335K
Jeppson Wealth Management, LLC 0.12% Add +0.6% 7,598 $335K
Shorepoint Capital Partners LLC 0.08% Add +8.2% 7,575 $334K
Coastwise Capital Group, LLC 0.27% Reduce -7.8% 7,536 $332K
St. Clair Advisors, LLC 0.10% Add +2.4% 7,511 $331K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -29.1% 7,494 $330K
Raleigh Capital Management Inc. 0.13% Reduce -0.1% 7,454 $328K
DKM Wealth Management, Inc. 0.31% — 7,446 $328K
Emergent Wealth Advisors, LLC 0.24% Reduce -11.5% 7,444 $328K
Walleye Trading LLC 0.01% New 7,435 $327K
Evelyn Partners Asset Management Ltd 0.09% — 7,425 $327K
Thornburg Investment Management Inc. 0.00% New 7,405 $326K
Legacy Financial Group LLC 0.05% New 7,397 $326K
Fortress Wealth Management, Inc. 0.16% Reduce -1.0% 7,369 $325K
Portland Financial Advisors Inc 0.87% — 7,364 $324K
Triad Wealth Partners, LLC 0.12% New 7,328 $323K
Clayton Financial Group LLC 0.12% Add +33.0% 7,289 $321K
Mascoma Wealth Management LLC 0.08% Add +0.2% 7,287 $321K
Lifeworks Advisors, LLC 0.06% Add +3.2% 7,286 $321K
Ramirez Asset Management, Inc. 0.06% Add +147.8% 7,192 $317K
Narwhal Capital Management 0.03% No change 7,190 $317K
Ballentine Capital Advisors, Inc 0.16% Reduce -0.3% 7,170 $316K
Magnolia Private Wealth, LLC 0.28% — 7,165 $316K
Financial Perspectives, Inc 0.11% Reduce -10.1% 7,156 $315K
Vawter Financial, Ltd. 0.19% Reduce -2.3% 7,154 $315K
First Financial Bank - Trust Division 0.03% Reduce -1.5% 7,118 $313K
Matisse Capital 0.16% No change 7,107 $313K
Maltin Wealth Management, Inc. 0.15% Add +12.6% 7,078 $312K
FAS Wealth Partners, Inc. 0.03% Reduce -28.8% 7,069 $311K
Index Fund Advisors, Inc. 0.02% Reduce -1.8% 7,056 $311K
Harmony Asset Management LLC 0.12% Reduce -45.1% 7,039 $310K
Pettinga Financial Advisors LLC 0.07% Reduce -11.0% 7,033 $310K
YHB Investment Advisors, Inc. 0.03% Add +23.1% 7,027 $310K
Integral Investment Advisors, Inc. 0.10% No change 7,019 $309K
Invst, LLC 0.04% Reduce -1.4% 7,011 $309K
Benningfield Financial Advisors, LLC 0.30% — 7,008 $309K
Wealth Management Nebraska 0.05% — 7,001 $308K
Ocean Park Asset Management, LLC 0.01% Add +66.7% 6,990 $308K
Exchange Traded Concepts, LLC 0.01% Add +66.7% 6,990 $308K
MBE Wealth Management, LLC 0.17% Add +13.6% 6,980 $307K
Twin City Private Wealth, LLC 0.27% Reduce -5.1% 6,952 $306K
Mayfair Advisory Group, LLC 0.18% Add +26.9% 6,910 $304K
Cadence Bank 0.02% No change 6,903 $304K
Vestia Personal Wealth Advisors 0.25% Add +5.6% 6,887 $303K
Advisor Resource Council 0.22% Add +39.3% 6,880 $303K
Annex Advisory Services, LLC 0.01% New 6,870 $303K
Milestone Asset Management Group, LLC 0.27% — 6,857 $302K
Insight Advisors, LLC/ PA 0.05% Reduce -1.7% 6,842 $302K
Choate Investment Advisors 0.01% Reduce -76.9% 6,825 $301K
Trustco Bank Corp. N Y 0.32% Reduce -2.3% 6,816 $300K
TFC Financial Management, Inc. 0.05% Add +4.3% 6,815 $300K
Pacific Financial Group Inc. 0.22% Add +8.8% 6,793 $299K
Quantitative Strategies, Inc. 0.16% New 6,788 $299K
Latitude Advisors, LLC 0.17% Reduce -7.7% 6,729 $296K
Logan Capital Management Inc. 0.01% No change 6,728 $296K
Accel Wealth Management 0.11% Reduce -3.0% 6,718 $296K
Confluence Wealth Services, Inc. 0.02% Reduce -6.2% 6,672 $296K
Americana Partners, LLC 0.01% No change 6,711 $296K
Proficio Capital Partners LLC 0.02% New 6,705 $295K
Elser Financial Planning, Inc 0.02% Add +3.4% 6,695 $295K
Evernest Financial Advisors, LLC 0.08% Add +1.8% 6,655 $293K
1832 Asset Management L.P. 0.00% No change 6,642 $293K
Thoroughbred Financial Services, LLC 0.02% Add +1.5% 6,637 $292K
Patton Albertson Miller Group, LLC 0.04% Add +1.7% 6,625 $292K
Clarity Wealth Advisors, LLC 0.08% Add +2.9% 6,621 $292K
Perennial Investment Advisors, LLC 0.03% Reduce -5.8% 6,619 $292K
Bond & Devick Financial Network, Inc. 0.12% No change 6,082 $291K
JBR Co Financial Management Inc 0.18% Add +4.5% 6,602 $291K
MAS Advisors LLC 0.49% Add +2.4% 6,594 $290K
Claris Financial LLC 0.19% — 6,567 $289K
Executive Wealth Management, LLC 0.02% Reduce -94.5% 6,543 $288K
Affinity Capital Advisors, LLC 0.05% Reduce -9.9% 6,564 $288K
Acorn Wealth Advisors, LLC 0.12% Reduce -13.7% 6,524 $287K
Independent Wealth Network Inc. 0.12% Reduce -9.8% 6,516 $287K
Dearborn Partners LLC 0.01% Reduce -3.7% 6,514 $287K
Bell Investment Advisors, Inc 0.05% Add +1.3% 6,509 $287K
Cidel Asset Management Inc. 0.02% No change 6,483 $286K
FSA Advisors, Inc. 0.35% Reduce -82.4% 6,402 $282K
VeraBank, N.A. 0.08% No change 6,382 $281K
Activest Wealth Management 0.08% Add +2.9% 6,363 $280K
Trifecta Capital Advisors, LLC 0.06% No change 6,348 $280K
Leigh Baldwin & Co., LLC 0.24% — 6,330 $279K
Operose Advisors LLC 0.10% Add +254.9% 6,321 $278K
Grandfield & Dodd, LLC 0.02% Add +7.6% 6,313 $278K
Pacific Point Advisors, LLC 0.17% — 6,197 $278K
Fairman Group, LLC 0.23% Add +0.8% 6,297 $277K
Capital Planning LLC 0.07% No change 6,271 $276K
Brown Financial Advisory 0.20% No change 6,267 $276K
Sage Mountain Advisors LLC 0.02% Add +14.3% 6,258 $276K
Sterling Financial Planning, Inc. 0.10% Add +1.5% 6,249 $275K
Elios Financial Group Inc. 0.13% Add +0.9% 6,248 $275K
MIdWestOne Financial Group, Inc. 0.04% No change 6,243 $275K
Laffer Tengler Investments, Inc. 0.07% No change 6,227 $274K
CVA Family Office, LLC 0.04% Add +0.4% 6,221 $274K
Financial Freedom, LLC 0.14% Add +0.1% 6,220 $274K
Principle Wealth Partners LLC 0.02% Reduce -0.0% 6,214 $274K
Sloy Dahl & Holst, LLC 0.03% Add +15.5% 6,215 $274K
Group One Trading LLC 0.01% New 6,212 $274K
Evergreen Private Wealth LLC 0.13% Add +3.3% 6,201 $273K
Montgomery Investment Management Inc. 0.11% No change 6,200 $273K
Clarendon Private LLC 0.28% — 6,159 $271K
Camelot Technology Advisors, Inc. 0.25% Add +0.2% 6,158 $271K
Clearwater Capital Advisors, LLC 0.03% No change 6,126 $270K
Schorn Wealth LLC 0.09% Reduce -13.8% 6,119 $269K
Intellectus Partners, LLC 0.06% New 6,112 $269K
Mirador Capital Partners LP 0.05% Reduce -0.4% 6,109 $269K
Empirical Asset Management, LLC 0.09% Add +10.6% 67,584 $269K
Curran Financial Partners, LLC 0.07% Reduce -0.0% 6,102 $269K
ABLE Financial Group, LLC 0.08% Reduce -2.2% 6,101 $269K
Colton Groome Financial Advisors, LLC 0.10% Add +0.9% 6,096 $268K
Fidelity D & D Bancorp Inc. 0.18% Add +0.4% 6,038 $266K
GAMMA Investing LLC 0.02% No change 6,038 $266K
Oldfather Financial Services, LLC 0.10% No change 6,034 $266K
KKM Financial LLC 0.11% New 5,942 $265K
Sincerus Advisory, LLC 0.28% — 6,023 $265K
Resources Management Corp. /CT/ 0.04% Reduce -11.2% 6,007 $265K
Anchor Investment Management, LLC 0.02% Reduce -1.5% 5,999 $264K
Freestate Advisors LLC 0.27% Add +37.4% 5,988 $264K
Cardinal Strategic Wealth Guidance 0.08% New 5,959 $262K
Front Row Advisors LLC 0.09% No change 5,955 $262K
New Harbor Financial Group, LLC 0.08% Add +4.2% 5,944 $262K
Fiduciary Family Office, LLC 0.08% Add +31.6% 5,944 $262K
Pennington Partners & Co., LLC 0.13% — 5,927 $261K
Retirement Income Solutions, Inc. 0.05% New 5,925 $261K
Swisher Financial Concepts, Inc. 0.31% Reduce -73.5% 5,911 $260K
Glassman Wealth Services 0.04% Reduce -25.1% 5,896 $260K
Teachers Insurance & Annuity Association of America 0.34% No change 5,894 $260K
Ascentis Wealth Management, LLC 0.09% Add +103.2% 5,890 $259K
Pitti Group Wealth Management, LLC 0.26% New 5,864 $258K
Investmark Advisory Group LLC 0.13% Add +1.2% 5,861 $258K
Madison Asset Management, LLC 0.00% New 5,851 $258K
Madison Investment Advisors, LLC 0.00% — 5,851 $258K
Strategic Wealth Partners, Ltd. 0.02% Add +14.1% 5,634 $257K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.10% Reduce -27.4% 5,822 $256K
Forum Private Client Group LLC 0.11% Add +23.3% 5,820 $256K
Ruedi Wealth Management, Inc. 0.08% Add +2.3% 5,802 $256K
Founders Financial Alliance, LLC 0.07% Reduce -6.7% 5,794 $255K
Summit Wealth & Retirement Planning, Inc. 0.08% New 5,787 $255K
Bearing Point Capital, LLC 0.05% — 5,779 $255K
2UniFi Bank 0.17% — 5,762 $254K
RiverFront Investment Group, LLC 0.01% New 5,746 $253K
Power Wealth Management LLC 0.11% Reduce -0.3% 5,740 $253K
Stanich Group LLC 0.19% — 5,713 $252K
Richard W. Paul & Associates, LLC 0.09% Add +0.4% 5,710 $251K
Kelly Financial Services LLC 0.09% Reduce -42.6% 5,686 $250K
Seneschal Advisors, LLC 0.21% — 5,682 $250K
Cook Wealth, LLC 0.12% Add +28.7% 5,630 $250K
NWF Advisory Services Inc. 0.04% New 5,664 $249K
Transcendent Capital Group LLC 0.13% Add +0.4% 5,661 $249K
Impact Capital Partners LLC 0.09% — 5,656 $249K
Adirondack Trust Co. 0.09% Add +11.1% 5,639 $248K
Argent Advisors, Inc. 0.09% Reduce -0.1% 5,627 $248K
Oakworth Capital, Inc. 0.02% No change 5,602 $247K
Alexander Randolph Advisory, Inc. 0.23% No change 5,583 $246K
Security National Bank of Sioux City Iowa 0.17% Reduce -0.2% 5,581 $246K
Castleview Partners, LLC 0.13% Reduce -42.6% 5,572 $245K
Seed Wealth Management, Inc. 0.20% No change 5,550 $244K
Yoffe Investment Management, LLC 0.36% — 5,529 $243K
William Howard & Co Financial Advisors Inc 0.22% Add +0.9% 5,520 $243K
Jag Capital Management, LLC 0.03% No change 5,515 $243K
Aprio Wealth Management, LLC 0.04% Add +12.8% 5,508 $243K
Primoris Wealth Advisors, LLC 0.18% No change 5,502 $242K
Foster Dykema Cabot & Partners, LLC 0.02% No change 5,500 $242K
Olde Wealth Management, LLC 0.09% Add +7.3% 5,509 $242K
FDx Advisors, Inc. 0.07% Reduce -6.7% 5,498 $242K
Flow Traders U.S. LLC 0.01% New 5,501 $242K
Lodestone Wealth Management LLC 0.12% No change 5,479 $241K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $241K
Capital Advisors Wealth Management, LLC 0.04% Add +0.7% 5,444 $240K
Strait & Sound Wealth Management LLC 0.11% Reduce -19.0% 5,436 $239K
Mystic Asset Management, Inc. 0.06% Reduce -16.3% 5,426 $239K
Fragasso Financial Advisors Inc 0.02% Reduce -5.6% 5,388 $237K
Midland Wealth Advisors, LLC 0.01% Add +0.3% 5,388 $237K
AAF Wealth Management, LLC 0.12% Add +5.6% 5,354 $236K
Certuity, LLC 0.03% Reduce -37.5% 5,347 $235K
Apeiron RIA LLC 0.07% Reduce -0.3% 5,321 $234K
SC&H Financial Advisors, Inc. 0.05% Add +1.2% 5,317 $234K
Lunt Capital Management, Inc. 0.09% Reduce -39.3% 5,314 $234K
American Institute for Advanced Investment Management, LLP 0.17% Reduce -6.5% 5,308 $234K
Team Hewins, LLC 0.09% No change 5,299 $233K
Jmac Enterprises LLC 0.04% Add +0.3% 5,293 $233K
Moloney Securities Asset Management, LLC 0.03% Reduce -5.1% 5,261 $232K
Biltmore Family Office, LLC 0.04% Reduce -7.5% 5,245 $231K
Five Pine Wealth Management 0.19% — 5,235 $231K
Instrumental Wealth, LLC 0.22% Reduce -0.4% 4,901 $227K
Orca Wealth Management, LLC 0.20% — 5,157 $227K
Redmond Asset Management, LLC 0.06% Add +0.8% 5,154 $227K
Villere St Denis J & Co. LLC 0.02% No change 5,153 $227K
MPS Loria Financial Planners, LLC 0.07% Reduce -17.8% 5,147 $227K
Wallace Advisory Group, LLC 0.16% New 4,725 $226K
Northstar Advisory Group, LLC 0.11% Reduce -0.4% 5,107 $225K
Aspiring Ventures, LLC 0.14% — 5,122 $224K
Laidlaw Wealth Management LLC 0.10% New 5,082 $224K
Eq LLC 0.10% Add +8.4% 5,074 $223K
Investor's Fiduciary Advisor Network, LLC 0.09% — 5,073 $223K
Colonial River Investments, LLC 0.11% Reduce -0.5% 5,042 $222K
Diversified Enterprises, LLC 0.02% Reduce -16.9% 5,035 $222K
First Foundation Advisors 0.01% Reduce -16.4% 5,034 $222K
Tillman Hartley LLC 0.06% New 5,006 $220K
Ameliora Wealth Management Ltd. 0.08% No change 5,000 $220K
Byrne Asset Management LLC 0.18% Reduce -7.2% 4,980 $219K
Wealthquest Corp 0.02% Reduce -26.2% 4,944 $218K
TCV Trust & Wealth Management, Inc. 0.02% No change 4,914 $216K
Austin Wealth Management, LLC 0.04% Reduce -1.8% 4,934 $216K
Colonial Trust Co / SC 0.03% Reduce -18.3% 4,906 $216K
Altfest L J & Co. Inc. 0.03% Reduce -4.0% 4,896 $216K
Chico Wealth RIA 0.19% Reduce -18.4% 4,891 $215K
Burkett Financial Services, LLC 0.09% Add +2.4% 4,885 $215K
Everstar Asset Management, LLC 0.15% Add +0.6% 4,879 $215K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +5.4% 4,849 $214K
Dudley Capital Management, LLC 0.11% Reduce -8.9% 4,846 $213K
Retirement Planning Co of New England, Inc. 0.10% Add +0.3% 4,839 $213K
Bull Street Advisors, LLC 0.10% Add +2.4% 5,760 $212K
Rainier Family Wealth Inc. 0.26% — 4,808 $212K
Farnam Financial LLC 0.22% New 4,787 $211K
Urban Financial Advisory Corp 0.12% Add +1.4% 4,786 $211K
LCNB Corp. 0.08% Add +1.7% 4,774 $210K
American Capital Advisory, LLC 0.12% Add +53.9% 4,771 $210K
Perkins Coie Trust Co 0.05% Add +1.0% 4,762 $210K
Mosley Wealth Management 0.13% Reduce -2.4% 4,729 $209K
Walter & Keenan Wealth Management LLC /in/ 0.06% Reduce -9.4% 4,726 $208K
Vista Capital Partners, Inc. 0.02% Reduce -19.3% 4,712 $208K
Safeguard Financial, LLC 0.04% Reduce -3.9% 4,707 $207K
Lighthouse Financial LLC 0.17% — 4,699 $207K
Cornerstone Wealth Group, LLC 0.02% Add +4.5% 4,697 $207K
Canvas Wealth Advisors, LLC 0.05% New 4,692 $207K
Ipsen Advisor Group LLC 0.18% — 4,683 $206K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Add +8.9% 4,685 $206K
Westfuller Advisors, LLC 0.13% Add +2.4% 4,674 $206K
Pine Haven Investment Counsel, Inc 0.17% Reduce -7.9% 4,648 $205K
Bison Wealth, LLC 0.04% Reduce -5.5% 4,622 $204K
Advance Capital Management, Inc. 0.01% Reduce -3.3% 4,609 $203K
Waddell & Associates, LLC 0.02% Add +0.2% 4,597 $202K
Kirtland Hills Capital Management, LLC 0.13% New 4,574 $201K
GM Advisory Group, LLC 0.01% New 4,556 $201K
Athena Investment Management 0.12% New 4,550 $200K
Tucker Asset Management LLC 0.05% Add +78.3% 4,545 $200K
Bellwether Advisors, LLC 0.04% No change 4,455 $196K
Realta Investment Advisors 0.08% New 4,415 $195K
Birchbrook, Inc. 0.11% No change 4,412 $194K
Salem Investment Counselors Inc. 0.01% Add +2.8% 4,403 $194K
Longview Financial Advisors LLC 0.13% — 4,399 $194K
Arlington Trust Co LLC 0.04% No change 4,345 $191K
FPC Investment Advisory, Inc. 0.14% New 4,256 $189K
Sunbelt Securities, Inc. 0.02% Reduce -35.4% 4,178 $184K
DT Investment Partners, LLC 0.02% No change 4,140 $182K
S.A. Mason LLC 0.09% Reduce -0.6% 4,053 $178K
Sugarloaf Wealth Management, LLC 0.03% Reduce -20.2% 3,858 $170K
Atticus Wealth Management, LLC 0.05% Add +23.4% 3,812 $168K
Pin Oak Investment Advisors Inc. 0.15% No change 3,485 $167K
Bogart Wealth, LLC 0.01% Add +0.0% 3,780 $166K
Security National Bank 0.02% New 3,698 $163K
Versant Capital Management, Inc 0.04% Add +0.2% 3,688 $162K
Physician Wealth Advisors, Inc. 0.03% New 3,598 $158K
Cape Investment Advisory, Inc. 0.06% Add +6.8% 3,584 $158K
USA Financial Formulas 0.02% Reduce -19.0% 3,573 $157K
Richards, Merrill & Peterson, Inc. 0.08% — 3,555 $157K
Noble Wealth Management PBC 0.11% — 3,502 $154K
DHJJ Financial Advisors, Ltd. 0.06% No change 3,440 $152K
Concord Wealth Partners 0.02% Reduce -26.8% 3,398 $150K
Kennebec Savings Bank 0.15% No change 3,494 $148K
Rogco, LP 0.06% Reduce -44.9% 3,347 $147K
First Community Trust NA 0.10% No change 3,313 $146K
Curio Wealth, LLC 0.08% — 3,308 $146K
Caldwell Sutter Capital, Inc. 0.07% Add +6.7% 3,260 $144K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,236 $142K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.0% 3,192 $141K
Ridgewood Investments LLC 0.07% Add +32.3% 3,186 $140K
Blue Bell Private Wealth Management, LLC 0.03% Add +11.2% 3,146 $139K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,078 $136K
Sound Income Strategies, LLC 0.01% Add +15.9% 3,058 $135K
GeoWealth Management, LLC 0.00% Add +106.3% 3,010 $133K
HHM Wealth Advisors, LLC 0.02% No change 2,918 $129K
Lowe Wealth Advisors, LLC 0.05% Add +143.4% 2,892 $127K
Tacita Capital Inc 0.09% No change 2,833 $125K
Rothschild Investment LLC 0.01% Add +3.0% 2,777 $122K
CKW Financial Group 0.01% Add +0.5% 2,770 $122K
Hazlett, Burt & Watson, Inc. 0.05% No change 2,756 $121K
Cornerstone National Bank & Trust Co 0.06% No change 2,717 $120K
Centricity Wealth Management, LLC 0.11% — 2,716 $120K
Chesapeake Asset Management LLC 0.11% Add +6.2% 2,623 $116K
SouthState Bank Corp 0.01% Add +21.3% 2,553 $112K
Harbor Investment Advisory, LLC 0.01% No change 2,481 $109K
FLP Wealth Management, LLC 0.28% — 2,451 $108K
Coston, McIsaac & Partners 0.03% No change 2,445 $107K
Provenance Wealth Advisors, LLC 0.01% No change 2,429 $107K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +12.4% 2,413 $106K
Angeles Wealth Management, LLC 0.01% Add +33.1% 2,371 $104K
First Pacific Financial 0.02% Reduce -22.7% 2,310 $102K
GPS Wealth Strategies Group, LLC 0.01% Reduce -25.4% 2,289 $101K
Cornerstone Planning Group LLC 0.02% Reduce -7.0% 2,285 $100K
Capital Advisors, Ltd. LLC 0.01% No change 2,225 $98K
Roehl & Yi Investment Advisors, LLC 0.05% — 21,824 $97K
Register Financial Advisors LLC 0.05% Add +22.0% 2,198 $97K
First Command Advisory Services, Inc. 0.00% Reduce -60.5% 2,197 $97K
Peoples Financial Services Corp. 0.04% Add +0.2% 2,168 $95K
Beacon Capital Management, LLC 0.01% Reduce -10.1% 2,152 $95K
Park Square Financial Group, LLC 0.06% — 2,117 $93K
Independence Bank of Kentucky 0.01% Add +86.1% 2,107 $93K
IAG Wealth Partners, LLC 0.02% Reduce -0.5% 2,085 $92K
Kiely Wealth Advisory Group, Inc. 0.06% Reduce -42.1% 1,983 $90K
Evelyn Partners Investment Management LLP 0.00% — 2,007 $88K
Mitchell Sinkler & Starr 0.02% No change 2,001 $88K
West Paces Advisors Inc. 0.02% No change 1,976 $87K
Coppell Advisory Solutions LLC 0.01% Reduce -42.8% 1,970 $87K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.5% 1,897 $84K
Transce3nd, LLC 0.03% — 1,892 $83K
CNB Bank 0.04% Add +11.4% 1,892 $83K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,885 $83K
Balefire, LLC 0.03% New 1,836 $81K
TD Capital Management LLC 0.01% Add +1.9% 1,783 $79K
Cedar Wealth Management, LLC 0.03% No change 1,780 $78K
Aberdeen Wealth Management LLC 0.05% No change 1,705 $75K
S&T Bank 0.02% Reduce -54.3% 1,680 $74K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +28.9% 1,666 $73K
Winch Advisory Services, LLC 0.02% Add +20.3% 1,627 $72K
Clean Yield Group 0.02% No change 1,616 $71K
High Note Wealth, LLC 0.02% New 1,562 $69K
Pacifica Partners Inc. 0.03% Add +1.0% 1,547 $68K
Pittenger & Anderson Inc. 0.00% No change 1,500 $66K
Tsfg, LLC 0.01% Add +1.2% 1,488 $66K
Evensky & Katz LLC 0.00% Reduce -6.5% 1,491 $66K
Friedenthal Financial 0.04% No change 1,467 $65K
Stephens Consulting, LLC 0.02% Reduce -7.4% 1,422 $63K
Compass Planning Associates Inc 0.06% — 1,412 $62K
Main Street Group, LTD 0.03% Reduce -3.4% 1,405 $62K
Heritage Wealth Advisors 0.00% No change 1,380 $61K
GHP Investment Advisors, Inc. 0.00% Add +69.5% 1,320 $58K
Ameriflex Group, Inc. 0.03% — 1,285 $57K
Wingate Wealth Advisors, Inc. 0.06% — 1,282 $56K
SIMA Wealth Partners, LLC 0.05% Add +1.4% 1,273 $56K
MidAtlantic Capital Management, Inc. 0.04% Reduce -15.4% 1,238 $55K
Advantage Trust Co 0.03% No change 1,221 $54K
Nordwand Advisors, LLC 0.02% No change 1,220 $54K
Modus Advisors, LLC 0.02% New 1,186 $52K
Financial Network Wealth Advisors LLC 0.10% No change 1,160 $51K
Thompson Investment Management, Inc. 0.01% New 1,144 $50K
Synergy Investment Management, LLC 0.02% — 1,096 $48K
Winnacle Wealth LLC 0.05% — 1,094 $48K
Tompkins Financial Corp. 0.00% Reduce -2.3% 1,088 $48K
Tidemark, LLC 0.02% Add +38.6% 1,041 $46K
Addison Advisors LLC 0.01% No change 1,034 $46K
Valley National Advisers Inc. 0.01% Add +0.5% 1,022 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.08% No change 990 $44K
WR Wealth Planners, LLC 0.01% Add +13.9% 953 $42K
Decker Retirement Planning Inc. 0.02% — 947 $42K
Promus Capital, LLC 0.03% — 931 $41K
Field & Main Bank 0.01% No change 920 $41K
Qube Research & Technologies Ltd 0.00% Reduce -97.4% 913 $40K
Hall Laurie J Trustee 0.01% No change 900 $40K
MPWM Advisory Solutions, LLC 0.03% — 875 $39K
Investors Research Corp 0.01% Add +25.4% 844 $37K
Vermillion Wealth Management, Inc. 0.02% — 843 $37K
Signature Resources Capital Management, LLC 0.03% Add +0.4% 830 $37K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 822 $36K
Toth Financial Advisory Corp. 0.00% Reduce -2.6% 808 $36K
Sanctuary Wealth Management, L.L.C. 0.02% Add +118.5% 804 $35K
Fairscale Capital, LLC 0.03% No change 767 $34K
Stonebridge Financial Group, LLC 0.00% — 759 $33K
Caitlin John, LLC 0.02% Add +0.3% 759 $33K
Canton Hathaway, LLC 0.01% No change 738 $33K
Silicon Valley Capital Partners 0.00% Add +2.5% 737 $32K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 720 $32K
Boyd Watterson Asset Management LLC 0.01% No change 700 $31K
Dogwood Wealth Management LLC 0.02% Reduce -2.2% 680 $30K
Tradewinds Capital Management, LLC 0.01% New 662 $29K
Element Wealth, LLC 0.02% Add +1.7% 657 $29K
Elevate Wealth Advisory, Inc. 0.02% No change 636 $28K
Mainstream Capital Management LLC 0.02% New 626 $28K
NFSG Corp 0.01% New 626 $28K
Atwood & Palmer Inc. 0.00% New 617 $27K
Barclays PLC 0.00% Reduce -99.8% 608 $27K
Hantz Financial Services, Inc. 0.00% New 580 $26K
Plante Moran Financial Advisors, LLC 0.00% Reduce -53.8% 570 $25K
SYM FINANCIAL Corp 0.00% Add +1157.1% 528 $23K
Marquette Associates, Inc. 0.02% New 520 $23K
SOA Wealth Advisors, LLC. 0.00% No change 497 $22K
HighMark Wealth Management LLC 0.01% Add +2.3% 496 $22K
Godsey & Gibb, Inc. 0.00% No change 490 $22K
Anfield Capital Management, LLC 0.01% No change 488 $21K
Northwest Capital Management Inc 0.01% Reduce -27.1% 473 $21K
Financial Gravity Companies, Inc. 0.00% New 458 $20K
BankPlus Trust Department 0.01% — 446 $20K
Quest 10 Wealth Builders, Inc. 0.02% — 435 $19K
Ransom Advisory, Ltd 0.01% No change 414 $18K
Elevation Wealth Partners, LLC 0.01% No change 414 $18K
Crews Bank & Trust 0.00% — 414 $18K
Toronto Dominion Bank 0.00% No change 400 $18K
Van Hulzen Asset Management, LLC 0.00% New 382 $17K
DiNuzzo Private Wealth, Inc. 0.00% No change 378 $17K
Copia Wealth Management 0.02% — 373 $16K
Wiser Advisor Group LLC 0.02% Add +1.4% 360 $16K
Syntax Research, Inc. 0.01% Add +2.3% 359 $16K
Collier Financial 0.01% — 356 $16K
Financial Management Professionals, Inc. 0.00% Reduce -99.6% 346 $15K
Ulland Investment Advisors, LLC 0.01% No change 335 $15K
Creative Capital Management Investments LLC 0.01% New 325 $14K
Dakota Community Bank & Trust NA 0.07% No change 318 $14K
POM Investment Strategies, LLC 0.01% New 314 $14K
Synergy Asset Management, LLC 0.00% New 289 $14K
Putney Financial Group LLC 0.01% — 310 $14K
LRI Investments, LLC 0.00% No change 301 $13K
Kozak & Associates, Inc. 0.00% Add +0.0% 300 $13K
Kieckhefer Group LLC 0.01% — 297 $13K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 292 $13K
Y.D. More Investments Ltd 0.00% No change 279 $12K
Tower Research Capital LLC (TRC) 0.00% Add +810.3% 264 $12K
Crowley Wealth Management, Inc. 0.01% — 261 $11K
Legacy Investment Solutions, LLC 0.01% Reduce -32.5% 256 $11K
Legacy Wealth Managment, LLC 0.01% Reduce -32.5% 256 $11K
Van Eck Associates Corp. 0.00% Add +180.2% 241 $11K
Frazier Financial Advisors, LLC 0.01% New 230 $10K
Roxbury Financial LLC 0.01% — 220 $10K
Strategic Investment Solutions, Inc. 0.00% Add +0.9% 224 $10K
LGT Financial Advisors LLC 0.02% Add +2.8% 219 $10K
Global Wealth Strategies & Associates 0.00% Add +44.4% 218 $10K
Richardson Capital Management LLC 0.01% Reduce -10.0% 216 $10K
Dunhill Financial, LLC 0.00% New 212 $9K
Towne Trust Company, N.A 0.00% New 210 $9K
MilWealth Group LLC 0.00% New 205 $9K
Accredited Wealth Management, LLC 0.01% — 200 $9K
Delta Asset Management LLC 0.00% No change 200 $9K
FWL Investment Management, LLC 0.00% No change 195 $9K
North Ridge Wealth Advisors, Inc. 0.01% New 186 $8K
Prestige Wealth Management Group LLC 0.00% No change 178 $8K
Nemes Rush Group LLC 0.00% Reduce -25.2% 172 $8K
Consultiva Wealth Management, Corp. 0.04% New 163 $7K
Atlantic Private Wealth, LLC 0.01% No change 159 $7K
Winthrop Capital Management, LLC 0.00% New 148 $7K
Fourth Dimension Wealth, LLC 0.00% — 158 $7K
SJS Investment Consulting Inc. 0.00% Add +46.1% 152 $7K
Paladin Advisory Group, LLC 0.00% No change 143 $6K
Orion Capital Management LLC 0.00% New 134 $6K
Gen-Wealth Partners Inc 0.00% Add +7.3% 117 $5K
Broadwater Capital Management LLC 0.00% No change 112 $5K
Innovative Advisory Group, LLC 0.00% — 103 $5K
Canada Pension Plan Investment Board 0.00% No change 100 $4K
Comprehensive Financial Planning, Inc. 0.00% — 99 $4K
Truvestments Capital LLC 0.00% Reduce -93.0% 99 $4K
Pathway Financial Advisers, LLC 0.00% New 98 $4K
Laurel Wealth Advisors LLC 0.00% No change 93 $4K
Edmond DE Rothschild Holding S.A. 0.00% New 93 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 92 $4K
PFS Partners, LLC 0.00% Add +2.3% 91 $4K
West Branch Capital LLC 0.00% Add +291.3% 90 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Highline Wealth Partners LLC 0.00% Reduce -23.0% 77 $3K
Piscataqua Savings Bank 0.00% No change 74 $3K
Reyes Financial Architecture, Inc. 0.00% — 72 $3K
HBC Financial Services, PLLC 0.00% No change 77 $3K
Christopher J. Hasenberg, Inc 0.00% New 63 $3K
Mendota Financial Group, LLC 0.00% No change 57 $3K
SRH Advisors, LLC 0.00% No change 51 $2K
Chapman Financial Group, LLC 0.00% — 50 $2K
Bellevue Asset Management, LLC 0.00% Reduce -79.7% 50 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 50 $2K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -99.9% 47 $2K
Financial Connections Group, Inc. 0.00% New 62 $2K
Painted Porch Advisors LLC 0.00% Reduce -80.3% 45 $2K
St. Johns Investment Management Company, LLC 0.00% New 45 $2K
Clark Wealth Partners 0.00% — 43 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +18.2% 39 $2K
Prudent Man Investment Management, Inc. 0.00% — 38 $2K
Lummis Asset Management, LP 0.00% Reduce -82.1% 37 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% — 36 $2K
Capital A Wealth Management, LLC 0.00% — 32 $1K
Wolff Wiese Magana LLC 0.00% Add +121.4% 31 $1K
Integrity Financial Corp 0.00% Reduce -86.6% 31 $1K
Lanark Financial, Inc. 0.11% — 28 $1K
Aventura Private Wealth, LLC 0.00% — 25 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 23 $1K
Horizon Bancorp Inc. 0.00% Reduce -64.0% 27 $1K
Transamerica Financial Advisors, LLC 0.00% No change 5 $1K
Daiwa Securities Group Inc. 0.00% Reduce -45.5% 30 $1K
PSI Advisors, LLC 0.00% No change 22 $969
Central Pacific Bank - Trust Division 0.00% No change 22 $969
ZynergyRetirementPlanningLLC 0.00% No change 20 $957
Darwin Wealth Management, LLC 0.00% No change 18 $792
Investment Counsel Co. of Nevada 0.00% — 15 $661
Game Plan Financial Advisors, LLC 0.00% No change 10 $440
Legend Financial Advisors, Inc. 0.00% New 8 $352
Rakuten Securities, Inc. 0.00% Reduce -98.6% 8 $352
Allianz Asset Management GmbH 0.00% Add +16.7% 7 $308
Semmax Financial Advisors Inc. 0.00% No change 6 $289
10Elms LLP 0.00% — 3 $132

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