Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q1 2025 (March 31)
2,219holders −20
120new positions
117sold out
7famous investors
$45.26avg. 13F price*

At the end of Q1 2025, 2,219 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, down 20 from Q4 2024. 120 opened new positions and 117 sold out. The largest holders were Bank of America Corp. ($4.9B), Vanguard Group Inc. ($3.2B) and Northwestern Mutual Wealth Management Co. ($3.1B). 7 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$139.1M
Exits117$384.0M

All 13F filers, Q4 2024 → Q1 2025: 60,668,568 shares bought and 43,645,873 shares sold, net +17,022,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,219 holders

Bank of America Corp. 0.44% Add +1.8% 109,028,088 $4.9B
Vanguard Group Inc. 0.06% Add +4.7% 70,990,842 $3.2B
Northwestern Mutual Wealth Management Co. 2.54% Add +3.4% 68,520,193 $3.1B
Betterment LLC 5.99% Reduce -6.7% 55,807,069 $2.5B
Morgan Stanley 0.15% Reduce -0.6% 47,169,514 $2.1B
Wealthfront Advisers LLC 5.52% Add +1.9% 45,420,074 $2.1B
Envestnet Asset Management Inc. 0.64% Add +3.3% 43,805,548 $2.0B
Northern Trust Corp. 0.29% Add +4.1% 43,520,365 $2.0B
Wells Fargo & Company 0.47% Reduce -0.4% 42,712,900 $1.9B
Wit, LLC 44.40% Add +3.6% 34,426,724 $1.6B
Empower Advisory Group, LLC 5.04% Add +4.3% 34,082,971 $1.5B
Financial Engines Advisors L.L.C. 2.35% Add +2.6% 24,231,894 $1.1B
Creative Planning 0.81% Reduce -2.0% 19,008,101 $860.3M
UBS Group AG 0.17% Add +4.2% 17,439,177 $789.3M
WealthNavi Inc. 8.47% Add +4.1% 16,822,932 $761.4M
Goldman Sachs Group Inc. 0.14% Reduce -7.3% 16,575,870 $750.2M
Wealth Enhancement Advisory Services, LLC 1.36% Add +5.7% 15,697,319 $710.5M
LPL Financial LLC 0.26% Add +5.3% 14,926,353 $675.6M
South Dakota Investment Council 12.98% Add +0.1% 14,025,913 $634.8M
Royal Bank of Canada 0.13% Add +4.0% 13,182,901 $596.7M
Mariner, LLC 0.98% Add +2.4% 13,009,043 $588.8M
JPMorgan Chase & Co. 0.04% Reduce -5.4% 12,432,942 $562.7M
Mercer Global Advisors Inc. 1.22% Add +12.0% 11,755,709 $532.1M
Sei Investments Co. 0.68% Add +1.4% 11,680,501 $528.7M
Bank of New York Mellon Corp 0.10% Add +20.8% 11,202,192 $507.0M
PNC Financial Services Group, Inc. 0.24% Add +0.4% 10,265,766 $464.6M
Tiaa Trust, National Association 1.42% Reduce -1.6% 10,033,292 $454.1M
Wealthspire Advisors, LLC 2.25% Add +111.0% 8,336,104 $377.3M
Ameriprise Financial Inc. 0.10% Add +0.8% 8,307,935 $375.2M
Millburn Ridgefield LLC 8.34% Add +5.5% 7,609,189 $344.4M
Catalyst Capital Advisors LLC 7.05% Add +5.5% 7,609,189 $344.4M
Commonwealth Equity Services, LLC 0.48% Add +7.2% 7,556,173 $342.0M
US Bancorp \de 0.45% Add +1.0% 7,374,574 $333.8M
Citigroup Inc. 0.24% Add +2.6% 6,814,767 $308.4M
Corient Private Wealth LP 0.48% Add +7.5% 6,473,029 $293.0M
Raymond James Financial Inc. 0.11% Add +4.5% 6,360,552 $287.9M
Envestnet Portfolio Solutions, Inc. 1.00% Add +0.2% 5,764,071 $260.9M
EP Wealth Advisors, LLC 1.96% Add +13.7% 5,412,696 $245.0M
Alaska Permanent Fund Corp 3.25% Add +62.2% 5,118,100 $231.6M
HighTower Advisors, LLC 0.31% Reduce -1.8% 5,039,971 $228.1M
Nicholas Hoffman & Company, LLC. 8.49% Add +16.2% 4,936,764 $223.4M
Baird Financial Group, Inc. 0.41% Add +14.0% 4,677,575 $211.7M
Stifel Financial Corp. 0.22% Reduce -17.8% 4,573,469 $207.0M
Valmark Advisers, Inc. 2.95% Add +2.5% 4,314,262 $195.3M
Signaturefd, LLC 3.45% Add +4.7% 4,024,713 $182.2M
SCS Capital Management LLC 2.19% Add +24.8% 3,804,080 $172.2M
Rwa Wealth Partners, LLC 2.03% Add +17.6% 3,552,252 $160.8M
Manufacturers Life Insurance Company, The 0.15% Reduce -24.4% 3,512,348 $159.0M
Jasper Ridge Partners, L.P. 4.89% Add +1.1% 3,365,699 $152.3M
MAI Capital Management 1.15% Add +7.4% 3,360,460 $152.1M
Sand Hill Global Advisors, LLC 6.07% Add +1.8% 3,257,475 $147.4M
Cetera Investment Advisers 0.28% Add +12.6% 3,213,660 $145.5M
Elm Partners Management LLC 9.34% Reduce -7.9% 3,204,757 $145.0M
Bridges Investment Management Inc. 2.06% Add +7.7% 3,162,657 $143.1M
Jones Financial Companies LLLP 0.13% Add +13.6% 3,130,494 $141.7M
Regions Financial Corp. 1.05% Add +5.3% 3,119,775 $141.2M
Bokf, NA 2.49% Add +17.4% 3,116,442 $141.1M
Bank of Montreal 0.08% Add +2.1% 3,102,402 $140.4M
Cerity Partners LLC 0.28% Reduce -7.8% 3,028,283 $137.1M
Focus Partners Wealth 0.34% Add +2.0% 2,989,444 $135.3M
JMG Financial Group, Ltd. 4.39% Add +5.0% 2,875,384 $130.1M
Choreo, LLC 1.96% Reduce -8.7% 2,860,469 $126.4M
M&T Bank Corp 0.44% Reduce -1.9% 2,641,863 $119.6M
Keybank National Association 0.48% Reduce -3.2% 2,621,603 $118.7M
MML Investors Services, LLC 0.39% Add +2.9% 2,620,044 $118.6M
Ballentine Partners, LLC 2.03% Reduce -0.3% 2,591,451 $117.3M
Cliftonlarsonallen Wealth Advisors, LLC 2.13% Add +6.9% 2,526,308 $114.3M
CIBC Private Wealth Group LLC 0.24% Reduce -35.6% 2,839,805 $113.3M
BLB&B Advisors, LLC 5.72% Add +4.7% 2,481,904 $112.3M
Alliancebernstein L.P. 0.04% Reduce -21.5% 2,425,579 $109.8M
Teacher Retirement System of Texas 0.45% No change 2,358,513 $106.7M
Wedmont Private Capital 5.43% Add +8.4% 2,458,408 $106.0M
Cambridge Associates LLC /Ma/ 2.96% Add +15.1% 2,282,415 $103.3M
Victory Capital Management Inc. 0.11% Add +767.3% 2,234,019 $101.1M
Bridgewater Associates 0.46% Reduce -2.1% 2,173,213 $98.4M
Fusion Family Wealth, LLC 9.04% Reduce -4.2% 2,171,459 $98.3M
Facet Wealth, Inc. 2.49% Reduce -5.7% 2,058,386 $96.4M
Osaic Holdings, Inc. 0.21% Reduce -27.5% 2,122,792 $96.1M
Nepc LLC 2.65% Reduce -28.6% 2,113,375 $95.7M
Badgley Phelps Wealth Managers, LLC 2.30% Reduce -1.4% 2,102,362 $95.2M
Pure Financial Advisors, LLC 1.91% Add +7.3% 2,013,453 $91.1M
Cerity Partners OCIO LLC 5.10% Add +252.3% 1,990,580 $90.1M
Lincoln National Corp. 2.88% Add +1.6% 1,974,731 $89.4M
Truist Financial Corp. 0.14% Reduce -0.9% 1,878,866 $85.0M
Steele Capital Management, Inc. 4.40% Add +0.9% 1,869,326 $84.6M
Pathstone Holdings, LLC 0.36% Add +4.5% 1,825,473 $82.5M
Ellevest, Inc. 5.47% Reduce -10.0% 1,814,957 $82.1M
Mather Group, Llc. 0.95% Reduce -19.4% 1,809,697 $81.9M
Rockefeller Capital Management L.P. 0.20% Reduce -8.0% 1,789,173 $81.0M
Modera Wealth Management, LLC 1.09% Reduce -2.0% 1,776,898 $80.4M
FMR LLC 0.01% Reduce -1.8% 1,773,630 $80.3M
Money Design Co.,Ltd. 3.87% Add +73.0% 1,715,729 $77.7M
Auto-Owners Insurance Co 1.96% Reduce -50.0% 896,700 $74.1M
D.A. Davidson & Co. 0.59% Add +3.2% 1,631,119 $73.8M
Bessemer Group Inc. 0.13% Reduce -0.5% 1,629,887 $73.8M
Fifth Third Bancorp 0.28% Reduce -0.0% 1,601,980 $72.5M
Farmers & Merchants Investments Inc. 2.30% Add +2.8% 1,601,384 $72.5M
Hirtle & Co., LLC 3.28% Add +49.4% 1,598,641 $72.4M
Willis Johnson & Associates, Inc. 5.27% Add +1.3% 1,538,293 $69.6M
Voya Investment Management LLC 0.09% Reduce -9.2% 1,499,908 $67.9M
Country Trust Bank 1.71% Add +2.1% 1,496,734 $67.7M
Janney Montgomery Scott LLC 0.19% Add +1.8% 1,491,918 $67.5M
GenTrust, LLC 3.14% Add +8.3% 1,443,287 $65.3M
Peapack Gladstone Financial Corp. 0.95% Add +4.1% 1,409,301 $63.8M
Brown Advisory Inc. 0.09% Add +4.4% 1,382,036 $62.6M
Freestone Capital Holdings, LLC 2.26% Reduce -59.5% 1,334,305 $60.4M
Ally Invest Advisors Inc. 5.15% Add +1.5% 1,329,276 $60.2M
Empowered Funds, LLC 0.85% Add +3.2% 1,325,766 $60.0M
Cresset Asset Management, LLC 0.30% Reduce -7.4% 1,319,433 $59.7M
Johnson Financial Group, LLC 6.28% Add +4.0% 1,314,448 $59.5M
CCM Investment Group, LLC 6.06% Add +4.1% 1,263,963 $57.3M
Evoke Wealth, LLC 1.49% Add +13.7% 1,264,388 $57.2M
Captrust Financial Advisors 0.14% Add +4.0% 1,216,843 $55.1M
Karpus Management, Inc. 1.78% Reduce -1.0% 1,211,646 $54.8M
Apella Capital, LLC 1.85% Add +17.2% 1,266,007 $53.8M
Schroder Investment Management Group 0.05% Add +202.7% 1,186,565 $53.8M
Osborne Partners Capital Management, LLC 3.08% Add +1.4% 1,181,497 $53.5M
Janus Henderson Group PLC 0.03% Reduce -18.3% 1,138,731 $51.6M
Monashee Investment Management LLC 6.16% Add +4.5% 1,126,060 $51.0M
Sofi Wealth, LLC 3.81% Reduce -48.6% 1,120,684 $50.7M
Whittier Trust Co. of Nevada Inc. 1.27% Reduce -4.3% 1,109,084 $50.2M
Comerica Bank 0.21% Add +2.0% 1,104,615 $50.0M
Whittier Trust Co. 0.69% Reduce -1.6% 1,096,993 $49.6M
Smithfield Trust Co 2.41% Add +0.9% 1,065,039 $48.1M
National Bank of Canada 0.06% Add +426.9% 1,063,439 $48.1M
Strid Group, LLC 7.40% Add +1.4% 1,052,374 $47.6M
Orion Porfolio Solutions, LLC 0.46% Add +19.3% 1,029,957 $46.6M
Orion Portfolio Solutions, LLC 0.46% Add +19.3% 1,029,957 $46.6M
NewEdge Advisors, LLC 0.28% Add +3.6% 1,028,320 $46.5M
Tectonic Advisors LLC 2.90% Add +3.2% 1,025,478 $46.4M
Aptus Capital Advisors, LLC 0.52% Add +16.8% 1,022,121 $46.3M
PDS Planning, Inc 3.85% Add +2.9% 1,010,219 $45.7M
Commerce Bank 0.29% Reduce -0.1% 1,008,851 $45.7M
Capital Advisors Inc. 0.90% Add +31.9% 996,176 $45.1M
Tidal Investments LLC 0.37% Reduce -8.8% 977,751 $44.3M
Cambridge Investment Research Advisors, Inc. 0.15% Add +6.9% 954,713 $43.2M
First Financial Bankshares Inc 0.93% Add +0.9% 954,066 $43.2M
Acropolis Investment Management, LLC 2.50% Add +0.9% 929,465 $42.1M
Invictus Private Wealth, LLC 3.27% Add +3.0% 911,752 $41.3M
Hills Bank & Trust Co 2.86% Add +162.9% 897,363 $40.6M
Marcum Wealth, LLC 3.47% Reduce -20.3% 886,274 $40.1M
Patriot Investment Management Group, Inc. 3.01% Add +2.7% 885,367 $40.1M
Moneta Group Investment Advisors LLC 0.54% Reduce -0.8% 859,285 $38.9M
Integrated Wealth Concepts LLC 0.45% Add +2.5% 848,829 $38.4M
Compound Planning, Inc. 1.69% Add +75.0% 818,389 $37.0M
Litman Gregory Wealth Management LLC 3.17% Reduce -10.4% 816,701 $37.0M
Klingman & Associates, LLC 2.24% Add +4.1% 808,311 $36.6M
Atria Wealth Solutions, Inc. 0.44% Add +0.9% 801,616 $36.3M
Larson Financial Group LLC 1.72% Add +3.4% 798,618 $36.1M
Matrix Trust Co 5.89% Reduce -0.3% 771,853 $34.9M
Cullen/Frost Bankers, Inc. 0.49% Reduce -5.4% 770,986 $34.9M
Avantax Advisory Services, Inc. 0.21% Add +17.5% 764,916 $34.6M
Equitable Holdings, Inc. 0.33% Reduce -0.2% 763,521 $34.6M
Coldstream Capital Management Inc. 0.72% Reduce -22.6% 748,654 $33.9M
Wilmington Savings Fund Society, FSB 0.63% Add +6.0% 744,102 $33.7M
Clark Asset Management, LLC 5.59% Add +11.5% 736,312 $33.3M
Rebalance, LLC 2.45% Reduce -0.6% 736,185 $33.3M
TD Waterhouse Canada Inc. 0.27% Reduce -14.6% 727,536 $32.9M
Allworth Financial LP 0.19% Reduce -1.5% 731,201 $32.9M
Bank of Hawaii 1.86% Add +3.1% 714,513 $32.3M
Rakuten Investment Management, Inc. 0.15% — 713,188 $32.3M
Axxcess Wealth Management, LLC 0.88% Reduce -2.4% 712,893 $32.3M
Callan Capital, LLC 2.35% Add +5.6% 702,638 $31.8M
Capital Asset Advisory Services LLC 1.58% Reduce -1.7% 680,953 $30.9M
Sage Financial Group Inc. 2.50% Add +125.7% 683,460 $30.9M
Brandywine Oak Private Wealth LLC 3.02% Add +1.2% 679,572 $30.8M
Sigma Investment Counselors Inc. 1.88% Add +0.5% 678,747 $30.7M
TD Asset Management Inc 0.03% Add +9.4% 670,038 $30.3M
Atria Investments, Inc 0.38% Add +2.8% 654,278 $29.6M
Valeo Financial Advisors, LLC 0.82% Reduce -4.8% 651,688 $29.5M
Caprock Group, LLC 0.90% Add +3.3% 650,556 $29.4M
Myriad Asset Management US LP 12.39% New 650,400 $29.4M
Baker Avenue Asset Management, LP 0.92% Reduce -0.5% 646,632 $29.3M
Presilium Private Wealth, LLC 6.44% Reduce -3.4% 635,394 $28.8M
Efficient Advisors, LLC 1.87% Reduce -0.4% 635,318 $28.8M
Sepio Capital, LP 2.26% Add +0.0% 631,910 $28.6M
Waverly Advisors, LLC 0.34% Add +122.9% 622,748 $28.2M
Blair William & Co. 0.08% Add +7.5% 616,833 $27.9M
DAVENPORT & Co LLC 0.16% Add +4.9% 611,291 $27.7M
&partners 0.29% Add +1.7% 604,451 $27.4M
Staley Capital Advisers Inc. 1.24% Reduce -5.1% 604,535 $27.4M
Private Advisor Group, LLC 0.17% Reduce -3.8% 604,037 $27.3M
Mutual of America Capital Management LLC 0.31% Add +30.4% 598,543 $27.1M
Pinnacle Financial Partners Inc 0.54% Add +4.1% 594,759 $26.6M
Alps Advisors Inc. 0.15% Reduce -0.0% 581,201 $26.3M
Hudock, Inc. 4.49% Add +0.7% 567,051 $25.7M
Center for Financial Planning, Inc. 3.25% Add +1.3% 561,274 $25.4M
Proffitt & Goodson Inc. 4.16% Add +1.6% 558,637 $25.3M
Dupont Capital Management Corp. 2.79% No change 556,867 $25.2M
Nuveen, LLC 0.01% — 554,912 $25.1M
Steward Partners Investment Advisory, LLC 0.22% Add +3.9% 543,780 $24.6M
Arbor Investment Advisors, LLC 3.36% Add +0.5% 542,652 $24.6M
Vision Capital Management, Inc. 3.53% Add +8.5% 540,629 $24.5M
WoodTrust Financial Corp 3.42% Add +8.4% 539,980 $24.4M
Full Sail Capital, LLC 1.57% Reduce -1.5% 537,352 $24.3M
JFG Wealth Management, LLC 5.41% Add +18.0% 526,111 $23.8M
Alesco Advisors, LLC, An ESL Co 0.75% Reduce -3.4% 525,241 $23.8M
Arax Advisory Partners 1.52% Add +0.6% 525,076 $23.8M
Bluespring Wealth Management, LLC 2.40% Reduce -15.0% 521,085 $23.6M
Kathmere Capital Management, LLC 1.98% Add +4.8% 514,281 $23.3M
Financial Advisors Network, Inc. 3.86% Add +3.3% 513,907 $23.3M
Laird Norton Wetherby Trust Company, LLC 3.73% Reduce -18.1% 511,641 $23.2M
GFS Advisors, LLC 4.64% Add +11.5% 510,657 $23.1M
Garde Capital, Inc. 1.31% Reduce -6.0% 507,328 $23.0M
Mutual Advisors, LLC 0.66% Add +33.0% 511,526 $23.0M
GLOBALT Investments LLC / GA 0.93% Reduce -2.1% 503,373 $22.8M
Focused Wealth Management, Inc 3.10% Add +4.2% 503,304 $22.8M
Chandler Asset Management, Inc. 4.29% Add +0.8% 502,685 $22.8M
Zuckerman Investment Group, LLC 2.43% Reduce -1.2% 499,757 $22.6M
CreativeOne Wealth, LLC 0.67% Add +0.8% 496,050 $22.5M
Bailard, Inc. 0.58% Reduce -1.0% 495,020 $22.4M
Tanager Wealth Management LLP 2.91% Add +1.7% 493,785 $22.3M
New York Life Investment Management LLC 0.23% Add +7.2% 491,998 $22.3M
Meridian Management Co. 6.61% Reduce -9.3% 471,433 $21.3M
Trustmark Bank Trust Department 1.58% Add +3.6% 470,487 $21.3M
Ally Financial Inc. 2.39% No change 470,000 $21.3M
EverSource Wealth Advisors, LLC 1.16% Reduce -1.0% 466,495 $21.1M
Kwmg, LLC 2.14% Add +1.8% 464,953 $21.0M
Riversedge Advisors, LLC 4.69% Add +61.4% 464,378 $21.0M
Manning & Napier Advisors LLC 0.25% Reduce -0.8% 455,049 $20.6M
First Bank & Trust 3.98% Reduce -3.3% 454,684 $20.6M
Beacon Pointe Advisors, LLC 0.23% Add +2.0% 450,720 $20.4M
Hanson & Doremus Investment Management 2.98% Add +2.4% 450,714 $20.4M
Colony Family Offices, LLC 6.34% Add +1.2% 449,320 $20.3M
Greenline Partners, LLC 2.93% Add +0.6% 447,396 $20.2M
PACK Private Wealth, LLC 12.02% Add +2.2% 446,504 $20.2M
Jordan Park Group LLC 1.47% Reduce -5.9% 445,808 $20.2M
Portland Global Advisors LLC 2.52% Reduce -2.1% 442,522 $20.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +45.0% 440,280 $19.9M
Van Cleef Asset Management,Inc 2.25% Add +2.2% 439,410 $19.9M
Old Mission Capital LLC 0.38% Reduce -87.7% 434,112 $19.6M
Wharton Business Group, LLC 0.89% Reduce -3.6% 433,653 $19.6M
Strategic Investment Advisors / MI 2.06% Add +11.6% 429,011 $19.4M
NewEdge Wealth, LLC 0.35% Reduce -0.8% 426,865 $19.3M
PrairieView Partners, LLC 2.01% Reduce -0.4% 426,020 $19.3M
CW Advisors, LLC 0.23% Add +3.1% 422,101 $19.1M
Vontobel Holding Ltd. 0.07% Add +41.2% 421,837 $19.1M
Redwood Investment Management, LLC 2.06% Add +1133.6% 419,854 $19.0M
Frontier Asset Management, LLC 5.44% Reduce -14.4% 413,937 $18.7M
Tocqueville Asset Management L.P. 0.30% Add +0.2% 407,072 $18.4M
Ellenbecker Investment Group 3.30% Add +27.4% 404,845 $18.3M
Franklin Resources Inc. 0.01% Add +4.6% 402,435 $18.2M
Sequoia Financial Advisors, LLC 0.14% Reduce -20.3% 397,637 $18.0M
Arvest Bank Trust Division 1.12% Add +2.3% 392,822 $17.8M
O'Dell Group, LLC 4.56% Add +3.9% 388,875 $17.6M
Kestra Advisory Services, LLC 0.09% Reduce -35.7% 388,531 $17.6M
Kopp Family Office, LLC 12.12% Reduce -2.5% 387,515 $17.5M
Nisa Investment Advisors, LLC 0.09% No change 387,500 $17.5M
Fiduciary Trust Co 0.23% Reduce -0.5% 385,199 $17.4M
Concurrent Investment Advisors, LLC 0.42% Add +13.2% 385,188 $17.4M
Old National Bancorp 0.46% Add +3.0% 384,552 $17.4M
Arvest Investments, Inc. 2.73% Add +2.0% 382,349 $17.3M
Checchi Capital Advisers, LLC 1.22% Add +4.4% 381,639 $17.3M
Citizens Financial Group Inc. 0.34% Reduce -16.4% 380,730 $17.2M
Mission Wealth Management, LP 0.43% Add +0.6% 378,263 $17.1M
Patton Fund Management, Inc. 4.10% Reduce -1.9% 374,401 $16.9M
Marble Harbor Investment Counsel, LLC 1.90% Reduce -1.9% 373,740 $16.9M
Cantor Fitzgerald Investment Advisors L.P. 1.23% Add +9.3% 372,884 $16.9M
Legacy Private Trust Co. 1.16% Add +3.3% 372,828 $16.9M
Financial Counselors Inc. 0.25% Add +7.1% 371,166 $16.8M
Advisor Resource Council 1.35% Add +5358.0% 375,513 $16.8M
Exencial Wealth Advisors, LLC 0.62% Add +0.1% 368,552 $16.7M
Neuberger Berman Group LLC 0.01% Reduce -1.8% 363,503 $16.5M
FSM Wealth Advisors, LLC 3.67% Add +21.6% 360,974 $16.3M
Silver Coast Investments LLC 6.19% Reduce -0.8% 360,251 $16.3M
Cibc World Market Inc. 0.04% Reduce -0.3% 358,798 $16.2M
Stratos Wealth Partners, LTD. 0.25% Reduce -7.3% 358,713 $16.2M
Custos Family Office, LLC 5.73% Add +1.0% 357,243 $16.2M
Amundi 0.01% Add +14.8% 361,661 $16.1M
Boston Standard Wealth Management, LLC 3.53% Reduce -6.8% 366,716 $16.0M
F/m Investments LLC 0.64% Reduce -1.1% 353,285 $16.0M
Marotta Asset Management 3.14% Add +1.1% 334,056 $16.0M
Payne Capital Management, LLC 6.77% Add +7.5% 351,115 $15.9M
TrueWealth Financial Partners 9.54% Reduce -4.0% 349,227 $15.8M
Whitcomb & Hess, Inc. 4.79% Add +1.3% 349,226 $15.8M
Focus Partners Advisor Solutions, LLC 0.24% Add +3.7% 347,260 $15.7M
Allianz SE 0.42% Add +1.4% 346,097 $15.7M
Human Investing LLC 2.74% Add +3.8% 344,282 $15.6M
AdvisorNet Financial, Inc 1.15% Add +14.1% 343,016 $15.5M
Aspen Wealth Management LLC 4.39% Add +10.5% 342,538 $15.5M
GP Brinson Investments LLC 6.75% Reduce -5.8% 340,315 $15.4M
Tobias Financial Advisors, Inc. 2.98% Add +4.3% 338,794 $15.3M
Oak Hill Wealth Advisors, LLC 3.55% Reduce -17.9% 338,384 $15.3M
Sanctuary Advisors, LLC 0.11% Add +0.7% 333,471 $15.1M
Natixis Advisors, LLC 0.03% Add +2.2% 331,465 $15.0M
Meeder Advisory Services, Inc. 0.89% Reduce -0.9% 329,016 $14.9M
Venturi Wealth Management, LLC 0.76% Reduce -22.8% 323,691 $14.7M
BTC Capital Management, Inc. 1.34% Add +1.8% 322,960 $14.6M
Avior Wealth Management, LLC 0.55% Add +1.5% 322,642 $14.6M
MassMutual Private Wealth & Trust, FSB 0.42% Reduce -0.3% 319,944 $14.5M
Parker Financial LLC 6.95% Add +5.3% 319,203 $14.4M
Townsquare Capital LLC 0.15% Add +2.4% 318,390 $14.4M
Thrivent Financial for Lutherans 0.03% Reduce -46.5% 308,893 $14.4M
Praetorian Wealth Management, Inc. 3.50% Add +3.2% 316,863 $14.3M
Kohmann Bosshard Financial Services, LLC 1.68% Add +2.5% 315,060 $14.3M
BIP Wealth, LLC 0.92% Reduce -3.6% 313,076 $14.2M
Brookstone Capital Management 0.20% Add +7.5% 313,048 $14.2M
Partners in Financial Planning 2.84% Add +4.5% 312,440 $14.1M
Bear Mountain Capital, Inc. 5.46% Add +4.0% 312,849 $14.1M
Bangor Savings Bank 1.33% Reduce -0.0% 311,078 $14.1M
Banco Santander, S.A. 0.15% New 307,770 $13.9M
Assetmark, Inc. 0.04% Reduce -21.9% 306,635 $13.9M
Moody National Bank Trust Division 1.45% Add +25.6% 306,500 $13.9M
Prentice Wealth Management LLC 3.99% Add +2.6% 305,603 $13.8M
JNBA Financial Advisors 1.43% Add +3.9% 304,456 $13.8M
Robinswood Financial LLC 5.06% Add +0.9% 302,533 $13.7M
Mackenzie Financial Corp. 0.02% Add +1.2% 302,249 $13.7M
Everhart Financial Group, Inc. 1.86% Add +206.5% 301,061 $13.6M
Summit Financial, LLC 0.38% Add +17.6% 300,852 $13.6M
Strategic Financial Planning, Inc. 9.39% Add +1.2% 300,929 $13.6M
Dynamic Advisor Solutions LLC 0.45% New 299,579 $13.6M
Global Endowment Management, LP 1.75% No change 298,000 $13.5M
UMB Bank, n.a. 0.22% Reduce -6.8% 297,809 $13.5M
Procyon Advisors, LLC 0.82% Add +34.3% 296,429 $13.4M
Schwerin Boyle Capital Management Inc. 1.38% No change 296,020 $13.4M
Martin & Co. Inc. 2.58% Reduce -0.1% 295,598 $13.4M
Blankinship & Foster, LLC 3.38% Reduce -2.1% 295,441 $13.4M
Focus Financial Network, Inc. 0.54% Add +3.7% 294,200 $13.3M
PFG Advisors 0.74% Add +4.7% 294,027 $13.3M
RTD Financial Advisors, Inc. 1.78% Add +3.2% 293,133 $13.3M
Crestmont Private Wealth LLC 5.64% Reduce -6.9% 287,987 $13.0M
Austin Private Wealth, LLC 1.16% Reduce -6.0% 286,549 $13.0M
Cordant, Inc. 6.75% Add +1.4% 286,315 $13.0M
Stonehearth Capital Management, LLC 5.28% Add +1.6% 281,659 $12.7M
WestHill Financial Advisors, Inc. 2.91% Add +4.6% 281,165 $12.7M
Tarbox Family Office, Inc. 2.11% Reduce -0.5% 281,000 $12.7M
Avantax Planning Partners, Inc. 0.45% Reduce -2.4% 278,535 $12.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.99% Add +1.9% 276,274 $12.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% Add +8.9% 276,800 $12.5M
Drive Wealth Management, LLC 2.94% Add +1.8% 276,761 $12.5M
Parallel Advisors, LLC 0.28% Add +1.1% 276,116 $12.5M
SigFig Wealth Management, LLC 0.45% Reduce -1.1% 279,610 $12.5M
Brooklyn FI, LLC 3.82% Add +7.6% 273,352 $12.4M
Okabena Investment Services Inc. 3.10% Add +52.5% 272,264 $12.3M
Stash Investments, LLC 6.46% Add +3.4% 266,503 $12.1M
Prime Buchholz LLC 4.18% Add +0.0% 264,098 $12.0M
Aperture Investors, LLC 1.81% No change 263,332 $11.9M
Raelipskie Partnership 6.12% Reduce -0.8% 263,183 $11.9M
Iron Horse Wealth Management, LLC 3.80% Add +7.0% 261,661 $11.8M
Twele Capital Management, Inc. 2.50% Add +0.3% 260,606 $11.8M
Rochester Wealth Strategies, LLC 9.35% — 260,188 $11.8M
Moller Wealth Partners 2.91% Add +8.2% 259,796 $11.8M
Stewardship Advisors, LLC 3.17% Add +167.0% 259,505 $11.7M
Windward Private Wealth Management Inc. 4.55% Add +1.6% 257,856 $11.7M
TBH Global Asset Management, LLC 2.21% Add +195.1% 181,022 $11.5M
Common Fund for Nonprofit Organizations 1.27% Add +1175.9% 251,476 $11.4M
Obsidian Cio, LLC 1.85% Add +4.0% 250,953 $11.4M
Evolution Advisers, Inc. 5.93% Add +5.5% 250,907 $11.3M
SBI Securities Co., Ltd. 0.38% Add +8.0% 248,588 $11.3M
Signature Estate & Investment Advisors LLC 0.30% Add +12.0% 247,561 $11.2M
Nations Financial Group Inc, /Ia/ 0.85% Add +29.4% 246,708 $11.2M
Silvercrest Asset Management Group LLC 0.08% Reduce -10.9% 246,594 $11.2M
Arcataur Capital Management LLC 3.76% Reduce -2.0% 244,009 $11.0M
Fairview Capital Investment Management, LLC 0.58% Add +2.2% 242,999 $11.0M
Boston Trust Walden Corp 0.08% Reduce -7.3% 241,914 $10.9M
Mittelman Wealth Management 9.86% Reduce -0.1% 241,365 $10.9M
United Capital Financial Advisors, LLC 0.09% Reduce -1.5% 241,175 $10.9M
JFS Wealth Advisors, LLC 0.74% Add +5.6% 240,765 $10.9M
Kestra Private Wealth Services, LLC 0.18% Add +10.8% 240,725 $10.9M
Geneos Wealth Management Inc. 0.36% Add +78.8% 240,089 $10.9M
Diversify Wealth Management, LLC 0.80% Add +15.1% 238,438 $10.8M
Copperwynd Financial, LLC 2.95% New 236,476 $10.7M
Morningstar Investment Services LLC 1.96% Reduce -48.8% 235,987 $10.7M
Harbor Advisory Corp. 3.58% Add +3.6% 235,948 $10.7M
Raffa Wealth Management, LLC 2.41% Add +4.7% 234,081 $10.6M
Pine Ridge Advisers LLC 0.91% Add +67.2% 234,077 $10.6M
Blue Edge Capital, LLC 1.69% Add +4.6% 232,674 $10.5M
Battery Global Advisors, LLC 5.84% Add +4.6% 231,245 $10.5M
Cairn Investment Group, Inc. 5.89% Reduce -0.8% 230,416 $10.4M
Simmons Bank 0.78% Reduce -1.7% 229,902 $10.4M
Koss-Olinger Consulting, LLC 0.87% Reduce -2.9% 228,190 $10.3M
Farther Finance Advisors, LLC 0.26% Reduce -16.7% 227,140 $10.3M
GW&K Investment Management, LLC 0.10% Add +5.0% 227,310 $10.3M
DORVAL Corp 4.06% Add +1.4% 225,614 $10.1M
Arcadia Wealth Management, LLC 4.96% Add +15.2% 222,205 $10.1M
Benjamin Edwards Inc. 0.14% Add +4.0% 222,030 $10.0M
Trust Co 1.19% Reduce -79.5% 221,163 $10.0M
RPTC Inc. 2.01% Reduce -25.0% 220,778 $10.0M
MainStreet Investment Advisors LLC 1.45% Reduce -1.4% 220,006 $10.0M
Apriem Advisors 1.16% Add +6.7% 218,566 $9.9M
Permanent Capital Management, LP 2.83% Add +23.6% 218,172 $9.9M
Beacon Investment Advisory Services, Inc. 0.46% Add +0.5% 217,530 $9.8M
Regal Investment Advisors LLC 0.79% Add +13.5% 216,917 $9.8M
Galvin, Gaustad & Stein, LLC 0.89% Add +16.3% 216,416 $9.8M
Foster Group, Inc. 0.37% Add +11.9% 216,135 $9.8M
Ameritas Investment Partners, Inc. 0.34% Reduce -7.3% 216,114 $9.8M
Magnus Financial Group LLC 0.95% Add +5.8% 215,258 $9.7M
Creative Financial Designs Inc. 0.78% Add +1.6% 215,101 $9.7M
Dynasty Wealth Management, LLC 0.16% Reduce -3.3% 214,976 $9.7M
Zhang Financial LLC 0.51% Add +3.5% 214,892 $9.7M
Anderson Hoagland & Co. 1.15% Add +6.6% 243,206 $9.7M
Mesirow Financial Investment Management, Inc. 0.19% Reduce -0.5% 213,911 $9.7M
Oppenheimer & Co. Inc. 0.15% Reduce -7.6% 213,508 $9.7M
Bar Harbor Wealth Management 0.64% Add +35.6% 213,461 $9.7M
Wela Strategies, Inc. 4.08% Add +2.1% 213,323 $9.7M
Principal Securities, Inc. 0.22% Add +0.7% 218,547 $9.6M
Idaho Trust Co 3.86% Add +15.8% 209,466 $9.5M
Cliffwater LLC 2.48% No change 209,303 $9.5M
Janney Capital Management LLC 0.65% Reduce -1.7% 207,988 $9.4M
Bishop & Co Investment Management, LLC 3.62% Reduce -13.8% 206,485 $9.3M
Twin Focus Capital Partners, LLC 1.45% Reduce -1.9% 205,550 $9.3M
BTG Pactual Asset Management US LLC 1.20% Add +4.5% 204,764 $9.3M
BlueSky Wealth Advisors, LLC 1.43% Add +12.0% 204,113 $9.2M
Hurlow Wealth Management Group, Inc. 2.88% Reduce -0.1% 203,906 $9.2M
PFW Advisors LLC 2.89% Add +2.0% 203,686 $9.2M
Kings Path Partners LLC 4.51% Add +7.8% 203,526 $9.2M
Integrated Advisors Network LLC 0.46% Reduce -4.0% 202,370 $9.2M
Barry Investment Advisors, LLC 2.42% Reduce -2.0% 201,453 $9.1M
Harbour Investments, Inc. 0.26% Add +4.1% 200,854 $9.1M
Old Mission Investment Co LLC 2.72% Add +1.9% 199,720 $9.0M
BIP Alliance, LLC 3.82% Reduce -39.3% 199,622 $9.0M
Sandy Spring Bank 0.38% Add +1.2% 199,516 $9.0M
Cambridge Advisors Inc. 1.98% Reduce -0.1% 199,369 $9.0M
Leavell Investment Management, Inc. 0.45% Add +8.4% 198,925 $9.0M
Newton One Investments LLC 3.22% Add +6.3% 198,886 $9.0M
Northeast Financial Group, Inc. 3.31% Add +4.0% 196,249 $8.9M
Wrenne Financial Planning LLC 4.71% Add +11.6% 196,023 $8.9M
New Vernon Capital Holdings II LLC 4.75% Add +29.1% 195,859 $8.9M
Central Bank & Trust Co. 1.48% Reduce -25.4% 195,421 $8.8M
Smith & Howard Wealth Management, LLC 2.40% Reduce -1.2% 194,130 $8.8M
Callan Family Office, LLC 0.65% Add +10.5% 192,461 $8.7M
Cranbrook Wealth Management, LLC 2.02% Add +2.2% 192,451 $8.7M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -5.3% 192,147 $8.7M
Waterford Advisors, LLC 3.59% Add +3.1% 191,050 $8.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -57.9% 190,148 $8.6M
Penobscot Wealth Management 3.63% Add +15.2% 190,542 $8.6M
Sovereign Financial Group, Inc. 1.98% Add +6.3% 189,711 $8.6M
Roble, Belko & Company, Inc 1.37% Reduce -8.4% 189,441 $8.6M
Park Place Capital Corp 2.32% Add +193.2% 188,919 $8.6M
Three Bridge Wealth Advisors, LLC 2.95% Add +7.3% 187,363 $8.5M
Keener Financial Planning LLC 5.51% Reduce -7.8% 187,304 $8.5M
St. Louis Trust Co 1.23% Reduce -11.7% 187,228 $8.5M
Ariston Services Group 7.07% No change 187,052 $8.5M
Mgo One Seven LLC 0.33% Add +8.1% 186,129 $8.4M
Define Financial, LLC 6.42% Add +7.7% 195,398 $8.4M
FF Advisors,LLC 4.83% Add +4.3% 183,027 $8.4M
Robertson Stephens Wealth Management, LLC 0.31% Reduce -9.1% 185,170 $8.4M
IFG Advisors, LLC 1.61% Add +127.8% 184,937 $8.4M
Affiance Financial, LLC 1.94% Add +5.7% 184,188 $8.3M
Park Avenue Securities LLC 0.10% Reduce -8.6% 183,747 $8.3M
Polianta Ltd 4.01% New 183,500 $8.3M
Smith, Moore & Co. 0.77% Add +2.7% 182,938 $8.3M
Atmos Advisory, LLC 5.54% Add +5.7% 182,257 $8.2M
Standard Family Office LLC 10.80% No change 181,722 $8.2M
FSA Wealth Management LLC 3.48% Reduce -6.2% 181,243 $8.2M
Connors Investor Services Inc. 0.81% Add +1.0% 181,003 $8.2M
Echo45 Advisors LLC 5.45% Reduce -2.4% 180,071 $8.2M
180 Wealth Advisors, LLC 1.30% Add +6.9% 179,975 $8.1M
Axiom Financial Strategies, LLC 4.81% Add +7.5% 179,098 $8.1M
NorthCoast Asset Management LLC 0.04% Reduce -17.4% 178,970 $8.1M
Cypress Financial Planning LLC 2.92% Add +0.7% 178,683 $8.1M
Lodestar Private Asset Management LLC 1.02% Add +1.7% 178,549 $8.1M
Capital Investment Advisors, LLC 0.16% Reduce -7.2% 177,730 $8.0M
Tortoise Investment Management, LLC 0.84% Reduce -3.5% 177,483 $8.0M
Stephens Inc. 0.12% Reduce -7.5% 177,277 $8.0M
Tenret Co LLC 4.86% Add +6.3% 176,956 $8.0M
Parr McKnight Wealth Management Group, LLC 1.15% Add +0.4% 176,233 $8.0M
CoreCap Advisors, LLC 0.35% Reduce -2.8% 175,885 $8.0M
NDVR, Inc. 8.01% Add +0.7% 173,535 $7.9M
Howe & Rusling Inc. 0.66% Add +8.7% 172,963 $7.8M
Ascent Group, LLC 0.33% Add +185.5% 172,035 $7.8M
Charles Schwab Trust Co 0.65% Add +8.3% 171,753 $7.8M
Strategic Blueprint, LLC 0.42% Add +56.8% 170,461 $7.7M
Rareview Capital LLC 4.88% Add +90.4% 170,193 $7.7M
Deutsche Bank AG 0.00% Add +9.8% 170,123 $7.7M
Fort Point Capital Partners LLC 0.85% Add +0.8% 168,431 $7.6M
Money Concepts Capital Corp. 0.57% Add +1.8% 168,278 $7.6M
Sierra Capital LLC 0.91% Add +13.3% 167,357 $7.6M
Mountain Capital Investment Advisors Inc. 1.62% Reduce -22.3% 167,886 $7.6M
Mosaic Family Wealth Partners, LLC 1.07% Add +17.4% 166,548 $7.5M
Attessa Capital LLC 4.92% Add +5.1% 166,333 $7.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.70% No change 165,500 $7.5M
Bay Harbor Wealth Management, LLC 2.34% Add +9.6% 163,317 $7.4M
Principal Financial Group Inc. 0.00% Add +0.8% 163,143 $7.4M
Private Wealth Advisors, LLC 3.08% Add +21.4% 162,303 $7.3M
Roberts Wealth Advisors, LLC 2.25% Add +3.2% 161,119 $7.3M
Waterloo Capital, L.P. 0.68% Add +11.6% 160,537 $7.3M
Courage Miller Partners, LLC 2.46% Add +2.0% 160,326 $7.3M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -4.0% 159,230 $7.2M
Aurelius Family Office LLC 3.65% Reduce -0.3% 158,772 $7.2M
Obsido Oy 6.16% Add +2.5% 158,696 $7.2M
Marshall & Sullivan Inc. 3.63% Reduce -0.4% 158,242 $7.2M
Freedom Financial Partners LLC 3.31% Add +8.1% 157,253 $7.1M
Forefront Analytics, LLC 8.17% Add +5.7% 156,884 $7.1M
4Thought Financial Group Inc. 4.38% Reduce -5.7% 156,664 $7.1M
Zeit Capital LLC 5.45% Add +1.3% 156,526 $7.1M
Grove Bank & Trust 0.95% Add +31.1% 156,265 $7.1M
Cardiff Park Advisors, LLC 0.68% Add +3.9% 155,468 $7.0M
Ameraudi Asset Management, Inc. 4.01% Reduce -23.5% 154,799 $7.0M
Wealthspire Retirement, LLC 0.55% Add +1.7% 154,588 $7.0M
Sage Rhino Capital LLC 1.62% Reduce -3.0% 154,325 $7.0M
Aletheian Wealth Advisors LLC 3.92% Reduce -0.1% 153,907 $7.0M
Tamar Securities, LLC 0.95% Add +8.4% 153,749 $7.0M
Courier Capital LLC 0.45% Add +7.5% 153,015 $6.9M
Wealth Management Strategies, Inc. 4.63% Add +13.4% 153,015 $6.9M
Hiley Hunt Wealth Management 3.77% Add +0.1% 152,171 $6.9M
Nelson Capital Management, LLC 1.18% Add +1.5% 150,520 $6.8M
Fairway Wealth LLC 2.52% Add +9.0% 150,438 $6.8M
Bristlecone Advisors, LLC 0.56% Reduce -1.2% 150,297 $6.8M
NewSquare Capital LLC 0.56% Add +1.5% 150,291 $6.8M
Henshaw Capital LLC 0.30% No change 150,000 $6.8M
Northeast Investment Management 0.32% Add +0.5% 149,730 $6.8M
Conrad Siegel Investment Advisors, Inc. 1.74% Add +782.5% 149,429 $6.8M
Founders Grove Wealth Partners, LLC 1.88% Add +7.2% 149,425 $6.8M
Simon Quick Advisors, LLC 0.38% Reduce -2.5% 148,448 $6.7M
Applied Capital LLC 3.28% Add +15.7% 147,791 $6.7M
Joule Financial, LLC 2.35% Add +2.4% 147,655 $6.7M
Level Wealth Management LLC 4.32% Add +13.0% 145,856 $6.6M
Tme Financial, Inc. 5.73% Add +31.3% 145,716 $6.6M
LPWM LLC 2.12% Add +5.6% 145,672 $6.6M
Soltis Investment Advisors LLC 0.59% Add +10.8% 145,112 $6.6M
Signal Advisors Wealth, LLC 0.64% Add +3.6% 144,101 $6.5M
BNP Paribas Financial Markets 0.01% Reduce -78.8% 144,088 $6.5M
Plancorp, LLC 0.26% Add +11.2% 143,880 $6.5M
Buck Wealth Strategies, LLC 1.18% Add +38.6% 143,830 $6.5M
Carolinas Wealth Consulting LLC 1.40% Reduce -2.5% 143,818 $6.5M
Seven Springs Wealth Group, LLC 2.37% Reduce -7.0% 143,795 $6.5M
Aspire Private Capital, LLC 1.62% Reduce -11.5% 143,790 $6.5M
Gleason Group, Inc. 1.18% Add +0.6% 143,776 $6.5M
Pinnacle Associates Ltd. 0.10% Add +3.6% 143,705 $6.5M
Analyst IMS Investment Management Services Ltd. 0.25% Reduce -3.4% 143,668 $6.5M
Fiduciary Group, LLC 0.65% Add +3.0% 143,451 $6.5M
Investment Partners, LTD. 2.68% Add +2.1% 142,952 $6.5M
Twin Tree Management, LP 0.14% New 142,926 $6.5M
Lido Advisors, LLC 0.04% Add +28.1% 142,082 $6.4M
Seneca Financial Advisors LLC 3.12% Add +6.0% 142,026 $6.4M
Proathlete Wealth Management LLC 2.34% Add +5.9% 141,906 $6.4M
Symmetry Partners, LLC 0.89% Reduce -16.2% 141,352 $6.4M
CFS Investment Advisory Services, LLC 0.57% Add +2.7% 141,163 $6.4M
Bison Wealth, LLC 0.60% Add +21.7% 141,124 $6.4M
Drucker Wealth 3.0, LLC 1.41% Reduce -12.0% 141,080 $6.4M
J.W. Cole Advisors, Inc. 0.20% Add +14.4% 140,946 $6.4M
Asset Management One Co., Ltd. 0.02% Add +2.3% 140,845 $6.4M
Beirne Wealth Consulting Services, LLC 2.27% Add +0.1% 140,692 $6.4M
Modern Wealth Management, LLC 0.20% Add +40.3% 139,724 $6.3M
Consolidated Portfolio Review Corp 1.01% Reduce -1.2% 139,586 $6.3M
Diversify Advisory Services, LLC 0.39% Add +11.9% 139,371 $6.3M
Eagle Bay Advisors LLC 5.33% Add +4.8% 138,832 $6.3M
Ameritas Advisory Services, LLC 0.25% Add +9.2% 139,164 $6.3M
LBMC Investment Advisors, LLC 0.49% Reduce -2.0% 137,884 $6.2M
VPR Management LLC 3.03% No change 137,700 $6.2M
Cedar Point Capital Partners, LLC 4.18% Add +1.4% 137,560 $6.2M
Abacus Planning Group, Inc. 1.09% Add +1.2% 137,543 $6.2M
Sunflower Bank, N.A. 1.74% Reduce -1.0% 137,229 $6.2M
Merit Financial Group, LLC 0.09% Add +113.5% 137,048 $6.2M
Ashton Thomas Private Wealth, LLC 0.24% Add +8.9% 136,944 $6.2M
Heritage Trust Co 0.75% Reduce -19.5% 135,913 $6.2M
Rockbridge Investment Management, LCC 0.73% Reduce -0.3% 135,913 $6.2M
Cwm, LLC 0.02% Add +199.1% 135,837 $6.1M
Axos Invest Inc. 4.76% Reduce -6.3% 135,808 $6.1M
VestGen Advisors, LLC 0.28% — 134,159 $6.1M
Stonekeep Investments, LLC 4.47% Add +4.3% 133,824 $6.1M
Hillcrest Wealth Advisors - NY, LLC 2.99% Add +2.1% 133,541 $6.0M
RiverGlades Family Offices LLC 4.34% Reduce -0.2% 133,402 $6.0M
Invst, LLC 0.82% Add +1799.9% 133,202 $6.0M
Rodgers & Associates, LTD 0.73% Add +0.1% 132,829 $6.0M
Perigon Wealth Management, LLC 0.15% Add +3.5% 132,696 $6.0M
First Citizens Bank & Trust Co. 0.15% Reduce -20.7% 132,258 $6.0M
Asset Allocation Strategies LLC 1.49% Add +123.4% 132,248 $6.0M
Frank, Rimerman Advisors LLC 0.47% No change 132,156 $6.0M
North Star Asset Management Inc. 0.27% Reduce -2.7% 131,891 $6.0M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +3.8% 131,671 $6.0M
OneDigital Investment Advisors LLC 0.07% Reduce -3.5% 131,655 $6.0M
Bricktown Capital, LLC 1.11% Reduce -13.2% 131,353 $5.9M
Woodstock Corp. 0.59% Reduce -10.8% 130,992 $5.9M
Martel Wealth Advisors LLC 1.17% Reduce -6.9% 129,485 $5.9M
Bradley Foster & Sargent Inc. 0.10% Add +0.6% 129,117 $5.8M
Guardian Wealth Advisors, LLC 3.74% Add +6.4% 128,954 $5.8M
Glenview Trust Co 0.11% Add +0.2% 128,554 $5.8M
Michelson Medical Research Foundation, Inc. 4.83% No change 127,630 $5.8M
REAP Financial Group, LLC 1.43% Add +25.2% 127,603 $5.8M
Allianz Asset Management GmbH 0.01% Add +1821428.6% 127,507 $5.8M
Rathbones Group PLC 0.03% Add +7.3% 127,316 $5.8M
O'shaughnessy Asset Management, LLC 0.05% Add +6.8% 127,159 $5.8M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -4.0% 126,497 $5.7M
Wesbanco Bank Inc. 0.20% Reduce -1.0% 125,690 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +89.3% 125,354 $5.7M
Family Firm, Inc. 1.27% Add +0.1% 125,466 $5.7M
Menora Mivtachim Holdings LTD. 0.04% Add +27.6% 125,000 $5.7M
Brady Martz Wealth Solutions, LLC 1.28% Reduce -0.7% 124,745 $5.6M
Cherry Tree Wealth Management, LLC 1.36% Reduce -0.3% 124,582 $5.6M
Gould Capital, LLC 3.94% Add +46.9% 124,509 $5.6M
Synovus Financial Corp. 0.07% Reduce -3.5% 124,393 $5.6M
Parkside Financial Bank & Trust 0.72% Add +5.6% 124,386 $5.6M
Matrix Private Capital Group LLC 3.36% Add +1.3% 124,143 $5.6M
Retirement Wealth Solutions LLC 4.53% Add +6.2% 124,018 $5.6M
Abound Wealth Management 1.87% Reduce -23.5% 123,952 $5.6M
First Horizon Advisors, Inc. 0.16% Reduce -0.4% 123,905 $5.6M
Dorsey & Whitney Trust CO LLC 0.32% Reduce -1.1% 123,645 $5.6M
LBJ Family Wealth Advisors, Ltd. 3.57% Reduce -16.1% 123,570 $5.6M
Ritholtz Wealth Management 0.17% Add +26.6% 123,241 $5.6M
Trevian Wealth Management LLC 3.97% Add +7.2% 123,192 $5.6M
Titan Global Capital Management USA LLC 1.15% Add +15.4% 123,155 $5.6M
Davis R M Inc. 0.11% Reduce -26.8% 123,122 $5.6M
Partners Capital Investment Group, LLP 0.09% Add +29.0% 122,847 $5.6M
Manchester Capital Management LLC 0.68% Reduce -15.0% 122,589 $5.5M
AQR Capital Management 0.01% Add +122.9% 122,480 $5.5M
Ancora Advisors LLC 0.12% Reduce -1.4% 121,964 $5.5M
Birch Hill Investment Advisors LLC 0.26% Add +0.0% 121,581 $5.5M
Beacon Financial Group 0.60% Add +60.2% 121,526 $5.5M
Heritage Investors Management Corp. 0.19% Reduce -3.9% 120,918 $5.5M
Dravo Bay LLC 2.90% Reduce -6.3% 120,845 $5.5M
AllSquare Wealth Management LLC 3.24% Reduce -0.8% 120,425 $5.5M
Advocate Group LLC 0.98% Add +4.3% 118,919 $5.4M
HT Partners LLC 1.83% Reduce -5.8% 118,054 $5.3M
Savant Capital, LLC 0.05% Reduce -47.0% 117,982 $5.3M
Fifth Third Wealth Advisors LLC 0.27% Add +6.9% 116,753 $5.3M
Arete Wealth Advisors, LLC 0.40% Add +29.3% 116,510 $5.3M
RFG Advisory, LLC 0.14% Add +0.5% 116,081 $5.3M
BOK Financial Private Wealth, Inc. 0.39% Reduce -2.5% 116,042 $5.3M
Winthrop Advisory Group LLC 0.63% Reduce -7.6% 115,907 $5.2M
Legacy PCG, LLC 3.69% Add +8.4% 115,743 $5.2M
Kanawha Capital Management LLC 0.40% Reduce -4.2% 114,890 $5.2M
Jackson Hole Capital Partners, LLC 1.03% Add +4.0% 114,366 $5.2M
Econ Financial Services Corp 2.75% Add +38.2% 114,322 $5.2M
Parthenon LLC 0.63% Add +0.4% 113,968 $5.2M
Main Street Financial Solutions, LLC 0.44% Add +5.5% 112,324 $5.1M
SkyOak Wealth, LLC 1.11% Add +8.8% 111,863 $5.1M
WealthBridge Investment Counsel Inc. 1.84% Add +3.4% 111,820 $5.1M
Schwarz Dygos Wheeler Investment Advisors LLC 1.20% Add +3.3% 111,701 $5.1M
S&co Inc. 0.34% Add +0.4% 111,373 $5.0M
Myecfo, LLC 2.65% Add +5.6% 110,790 $5.0M
Nipun Capital, L.P. 2.93% No change 110,200 $5.0M
Walkner Condon Financial Advisors LLC 1.01% Add +0.2% 109,802 $5.0M
Bordeaux Wealth Advisors LLC 0.92% Reduce -7.6% 109,783 $5.0M
Breakwater Investment Management 2.12% Reduce -0.3% 109,670 $5.0M
IFP Advisors, Inc 0.15% Add +21.1% 109,382 $5.0M
Advisory Services Network, LLC 0.10% Add +0.9% 109,345 $4.9M
Financial Synergies Wealth Advisors, Inc. 0.60% Add +0.0% 109,090 $4.9M
Stephenson & Company, Inc. 3.21% Add +1.8% 109,042 $4.9M
Kickstand Ventures, Llc. 1.27% Add +0.5% 108,903 $4.9M
Vident Advisory, LLC 0.07% Reduce -73.5% 108,873 $4.9M
Haverford Trust Co 0.05% Reduce -27.0% 108,722 $4.9M
Summit Wealth Group, LLC 1.44% Add +0.1% 108,652 $4.9M
HCR Wealth Advisors 0.64% Reduce -0.3% 108,605 $4.9M
Lowe Brockenbrough & Co. Inc. 0.32% Add +4.3% 108,560 $4.9M
Aspiriant, LLC 0.17% Reduce -1.9% 108,327 $4.9M
Cedar Mountain Advisors, LLC 1.10% Add +1.4% 108,299 $4.9M
Parsons Capital Management Inc. 0.27% Add +2.6% 107,958 $4.9M
Cornerstone Wealth Advisors, Inc. 1.35% Add +10.4% 107,763 $4.9M
James J. Burns & Company, LLC 0.87% Add +10.4% 107,511 $4.9M
Orin Green Financial, LLC 2.29% New 111,865 $4.8M
Oakwell Private Wealth Management, LLC 1.34% Reduce -4.2% 106,998 $4.8M
St Germain D J Co. Inc. 0.23% Reduce -1.8% 106,740 $4.8M
One Day In July LLC 0.48% Add +4.9% 106,445 $4.8M
Canandaigua National Bank & Trust Co. 0.48% Reduce -0.9% 106,412 $4.8M
Waters Parkerson & Co., LLC 0.26% Add +0.3% 106,277 $4.8M
Syon Capital LLC 0.39% Reduce -0.9% 106,203 $4.8M
Kearns & Associates LLC 3.11% Add +1.0% 105,982 $4.8M
Texas Yale Capital Corp. 0.20% Add +5.1% 105,893 $4.8M
Sigma Planning Corp 0.15% Add +5.5% 105,768 $4.8M
GoalFusion Wealth Management, LLC 2.62% Add +2.0% 105,584 $4.8M
Legacies Wealth LLC 3.52% Add +2.9% 105,185 $4.8M
CGN Advisors LLC 0.47% Add +5.7% 105,046 $4.8M
Associated Banc-Corp 0.14% Add +19.3% 105,026 $4.8M
Victory Financial Group, LLC 0.91% Add +135.6% 104,967 $4.8M
McNamara Financial Services, Inc. 1.02% Add +2.2% 104,829 $4.7M
Brown Brothers Harriman & Co. 0.03% Add +0.6% 104,741 $4.7M
1900 Wealth Management LLC 0.39% Reduce -0.6% 104,484 $4.7M
First Manhattan Co. Llc. 0.01% Add +6.9% 104,435 $4.7M
Mirador Capital Partners LP 0.83% Add +1607.1% 104,285 $4.7M
Motive Wealth Advisors 2.52% Add +2.5% 104,173 $4.7M
Trust Co of the South 0.98% Reduce -4.3% 104,148 $4.7M
Hemington Wealth Management 0.73% Reduce -0.9% 104,064 $4.7M
Cahill Financial Advisors Inc. 0.64% Reduce -7.9% 103,663 $4.7M
Trust Co. of Vermont 0.23% Reduce -1.2% 103,363 $4.7M
Genesis Wealth Advisors, LLC 3.78% Add +75.2% 103,114 $4.7M
Talon Private Wealth, LLC 0.62% Add +307.9% 103,524 $4.7M
Ethos Financial Group, LLC 0.44% Add +0.6% 104,898 $4.6M
Tikvah Management LLC 1.59% No change 101,580 $4.6M
Headinvest, LLC 0.89% Reduce -1.8% 101,513 $4.6M
Triangle Securities Wealth Management 1.18% Add +2.1% 101,166 $4.6M
Evercore Wealth Management, LLC 0.07% Reduce -4.8% 100,257 $4.5M
Harvest Investment Advisors, LLC 3.26% Reduce -1.2% 99,869 $4.5M
One Degree Advisors Inc 1.86% Add +1.3% 99,791 $4.5M
Alley Investment Management Company, LLC 0.56% Reduce -0.3% 98,761 $4.5M
DDFG, Inc 1.24% Reduce -24.5% 98,551 $4.5M
Avidian Wealth Enterprises, LLC 0.20% Reduce -1.9% 98,396 $4.5M
REDW Wealth LLC 1.65% Reduce -4.4% 98,087 $4.4M
1834 Investment Advisors Co. 0.57% Add +12.4% 98,029 $4.4M
CENTRAL TRUST Co 0.11% Add +5.0% 97,765 $4.4M
Principia Wealth Advisory, LLC 4.25% Add +10.1% 103,852 $4.4M
Chilton Capital Management LLC 0.19% Reduce -11.4% 97,060 $4.4M
Roundview Capital LLC 0.32% Add +8.8% 96,948 $4.4M
Pine Valley Investments Ltd Liability Co 0.28% Reduce -1.6% 96,475 $4.4M
Atlas Capital Advisors Inc. 0.55% Reduce -3.6% 96,458 $4.4M
Duncan Williams Asset Management, LLC 1.58% Add +30.5% 96,362 $4.4M
Pictet North America Advisors SA 0.43% Add +39.6% 95,771 $4.3M
Thrive Wealth Management, LLC 0.83% Reduce -13.9% 95,755 $4.3M
World Investment Advisors 0.11% Reduce -12.9% 95,602 $4.3M
Wedbush Securities Inc. 0.16% Add +30.6% 94,721 $4.3M
McAdam, LLC 0.26% Reduce -16.8% 94,315 $4.3M
Prime Capital Investment Advisors, LLC 0.05% Add +186.4% 94,075 $4.3M
Landmark Wealth Management, LLC 1.88% Reduce -3.4% 94,041 $4.3M
Naples Global Advisors, LLC 0.40% Add +0.6% 93,995 $4.3M
BHK Investment Advisors, LLC 1.79% Reduce -11.0% 93,736 $4.2M
Opus Capital Group, LLC 0.54% Reduce -0.1% 93,307 $4.2M
Values Added Financial LLC 2.34% Reduce -11.3% 93,165 $4.2M
Watershed Private Wealth LLC 1.68% Add +50.4% 93,083 $4.2M
Woodmont Investment Counsel LLC 0.30% Reduce -3.5% 92,663 $4.2M
Fiducient Advisors LLC 0.52% Add +65.6% 92,464 $4.2M
Signal Tree Financial Partners LLC 4.19% Add +13.9% 92,253 $4.2M
Crewe Advisors LLC 0.59% No change 92,251 $4.2M
Waldron Private Wealth LLC 0.20% Add +8.4% 92,202 $4.2M
Addis & Hill, Inc 2.91% Add +8.9% 92,151 $4.2M
Becker Capital Management Inc. 0.14% Reduce -3.3% 91,913 $4.2M
Hardy Reed LLC 0.36% No change 90,905 $4.1M
Tudor Investment Corporation 0.04% Reduce -68.5% 90,848 $4.1M
Warner Financial, Inc. 1.81% Add +480.3% 90,430 $4.1M
Peterson Wealth Advisors, LLC 0.79% Add +33.3% 101,216 $4.1M
Great Valley Advisor Group, Inc. 0.09% Add +2.1% 89,895 $4.1M
Columbus Macro, LLC 0.54% Reduce -0.2% 89,772 $4.1M
BKM Wealth Management, LLC 1.67% Add +1.3% 89,536 $4.1M
Parkwood LLC 0.40% No change 89,505 $4.1M
HB Wealth Management, LLC 0.03% Add +23.5% 88,760 $4.0M
XY Planning Network, Inc. 2.67% Add +1.6% 88,333 $4.0M
Venture Visionary Partners LLC 0.17% Add +3.5% 87,964 $4.0M
Von Berge Wealth Management Group, LLC 2.56% Reduce -0.0% 88,212 $4.0M
Marathon Strategic Advisors, LLC 4.27% Reduce -3.2% 87,716 $4.0M
Tull Financial Group, Inc. 2.31% Add +517.2% 87,486 $4.0M
K2 Financial Inc. 3.88% Add +10.2% 91,137 $4.0M
Lee Danner & Bass Inc. 0.32% Add +2.5% 87,049 $3.9M
VERITY Wealth Advisors 2.89% Add +1.3% 86,128 $3.9M
TD Private Client Wealth LLC 0.11% Reduce -1.1% 85,956 $3.9M
1ST Source Bank 0.23% Add +6.8% 85,828 $3.9M
Clearstead Advisors, LLC 0.06% Reduce -41.1% 85,484 $3.9M
Fiera Capital Corp 0.01% Add +12.5% 85,360 $3.9M
Atlantic Edge Private Wealth Management, LLC 1.18% Reduce -39.2% 85,317 $3.9M
Arkadios Wealth Advisors 0.15% Add +67.3% 84,994 $3.8M
Kagan Cocozza Asset Management 3.14% Add +7.5% 84,993 $3.8M
Granite Harbor Advisors, Inc. 2.04% Reduce -0.4% 84,736 $3.8M
FMA Wealth Management, LLC 2.94% Reduce -0.1% 85,545 $3.8M
MCF Advisors LLC 0.27% Reduce -0.2% 84,346 $3.8M
VCI Wealth Management LLC 1.60% Add +4.7% 84,162 $3.8M
Martin Worley Group 2.17% Add +0.8% 83,967 $3.8M
Bank of New Hampshire 0.99% Add +3.5% 83,822 $3.8M
SWS Partners 1.24% Add +0.5% 83,319 $3.8M
Gutierrez Wealth Advisory, LLC 3.05% Add +6.1% 82,933 $3.8M
Andina Capital Management, LLC 2.67% Add +23.4% 82,914 $3.8M
Brighton Jones LLC 0.12% Add +1.4% 82,765 $3.7M
Private Client Services, LLC 1.85% Add +91.2% 82,525 $3.7M
Rinkey Investments 1.18% Reduce -51.1% 82,222 $3.7M
Fourpath Capital Management, LLC 0.64% Add +0.2% 81,567 $3.7M
Defined Wealth Management, LLC 2.45% Add +0.9% 80,604 $3.6M
American Alpha Advisors, LLC 3.21% Add +3.7% 80,121 $3.6M
Lutz Financial Services LLC 0.30% Reduce -0.5% 80,074 $3.6M
Retirement Planning Group, LLC 0.17% Add +67.1% 79,905 $3.6M
Ieq Capital, LLC 0.03% Add +118.5% 79,791 $3.6M
Kitching Partners, LLC 4.13% Add +16.8% 79,202 $3.6M
D'Orazio & Associates, Inc. 0.54% Reduce -9.7% 78,912 $3.6M
Howland Capital Management LLC 0.16% Reduce -11.7% 77,719 $3.5M
DBK Financial Counsel, LLC 3.52% Reduce -0.1% 77,679 $3.5M
First Western Trust Bank 0.17% Reduce -1.3% 77,671 $3.5M
AE Wealth Management LLC 0.03% Reduce -33.7% 77,551 $3.5M
Intrua Financial, LLC 0.55% Add +18.8% 77,516 $3.5M
Wooster Corthell Wealth Management, Inc. 0.72% Reduce -0.1% 77,346 $3.5M
Compton Wealth Advisory Group, LLC 0.97% No change 77,152 $3.5M
Fifth Third Securities, Inc. 0.29% Add +8.0% 77,107 $3.5M
Wealth Advisory Solutions, LLC 0.92% Add +0.4% 77,007 $3.5M
Avion Wealth 0.89% No change 79,030 $3.5M
Oliver Luxxe Assets LLC 0.64% Add +36.8% 76,633 $3.5M
Quantinno Capital Management LP 0.02% Add +167.5% 76,533 $3.5M
Financial Strategies Group, Inc. 0.82% Add +1.4% 79,479 $3.5M
Security Financial Services, INC. 0.68% Add +8.6% 76,214 $3.4M
Maltin Wealth Management, Inc. 1.62% Add +974.9% 76,080 $3.4M
Trust Point Inc. 0.31% Reduce -23.9% 75,424 $3.4M
American Investment Services, Inc. 0.60% Reduce -6.0% 75,418 $3.4M
Cooksen Wealth, LLC 3.44% Reduce -3.8% 81,272 $3.4M
Gordian Advisors LLC 2.70% Add +0.7% 74,984 $3.4M
Johnson Financial Group, Inc. 0.16% Reduce -2.8% 74,337 $3.4M
Summit Financial Strategies, Inc. 0.34% Reduce -5.1% 74,300 $3.4M
CFO4Life Group, LLC 0.56% Reduce -0.3% 74,084 $3.4M
Berkshire Asset Management LLC 0.16% Add +20.4% 72,959 $3.4M
Burney Co./ 0.12% Add +1.6% 73,982 $3.3M
WBH Advisory Inc. 0.31% Reduce -0.1% 73,601 $3.3M
Van Strum & Towne Inc. 1.12% Reduce -0.2% 73,389 $3.3M
Accelerate Investment Advisors LLC 2.76% Add +1.4% 72,936 $3.3M
Maripau Wealth Management LLC 1.89% Reduce -10.8% 72,800 $3.3M
Breed's Hill Capital LLC 1.77% Add +3.6% 72,466 $3.3M
Manuka Financial, LLC 2.12% Add +16.8% 72,369 $3.3M
Family CFO Inc 1.78% Reduce -0.8% 71,785 $3.2M
Heartwood Wealth Advisors LLC 0.37% Reduce -3.1% 71,251 $3.2M
LM Advisors LLC 0.58% Reduce -0.8% 70,976 $3.2M
Johnson Bixby & Associates, LLC 0.48% Reduce -7.0% 70,813 $3.2M
Congress Asset Management Co. 0.02% Reduce -2.6% 70,633 $3.2M
Truepoint, Inc. 0.09% Add +10.0% 70,571 $3.2M
Equita Financial Network, Inc. 1.11% Add +1.3% 70,410 $3.2M
Journey Beyond Wealth, LLC 2.98% Add +8.9% 70,322 $3.2M
Level Financial Advisors 1.08% Add +12.9% 70,194 $3.2M
Hancock Whitney Corp. 0.10% Reduce -47.1% 69,812 $3.2M
Newport Capital Group, LLC 2.27% Add +3.3% 69,677 $3.2M
Elmwood Wealth Management, Inc. 1.29% Add +3.5% 69,393 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -20.2% 69,614 $3.1M
Squarepoint Ops LLC 0.01% Add +25.1% 69,318 $3.1M
Gallagher Fiduciary Advisors, LLC 0.10% New 69,248 $3.1M
Cutler Investment Counsel LLC 0.38% Reduce -0.4% 69,013 $3.1M
Linscomb Wealth, Inc. 0.15% Reduce -1.7% 68,749 $3.1M
Elevated Capital Advisors, LLC 0.87% Reduce -4.8% 68,698 $3.1M
Hilltop Wealth Advisors, LLC 1.75% Reduce -5.5% 68,555 $3.1M
TFO Wealth Partners, LLC 0.61% New 68,450 $3.1M
YANKCOM Partnership 1.70% Reduce -0.5% 68,389 $3.1M
First Heartland Consultants, Inc. 0.32% Add +1.9% 67,994 $3.1M
Campion Asset Management 2.38% Reduce -0.3% 67,922 $3.1M
Richard P Slaughter Associates Inc 0.72% Reduce -40.7% 67,909 $3.1M
Phoenix Financial Ltd. 0.05% Reduce -35.2% 67,891 $3.1M
Archford Capital Strategies, LLC 0.45% Reduce -2.7% 67,857 $3.1M
First Bancorp, Inc 1.98% Add +0.1% 67,482 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 67,400 $3.1M
Fidelis Capital Partners, LLC 0.32% Reduce -3.2% 67,528 $3.0M
Aegis Wealth Management LLC 1.78% Add +29.7% 66,706 $3.0M
LMCG Investments, LLC 0.20% Add +6.2% 66,434 $3.0M
Upper Left Wealth Management, LLC 2.15% Add +8.9% 66,306 $3.0M
Smartleaf Asset Management LLC 0.29% Add +7.5% 66,094 $3.0M
Per Stirling Capital Management, LLC. 0.43% Add +189.8% 65,823 $3.0M
Sensible Financial Planning & Management, LLC. 0.59% Add +13.0% 65,600 $3.0M
Certus Wealth Management, LLC 2.00% Add +33.9% 62,360 $2.9M
Werba Rubin Papier Wealth Management 0.64% Add +5.9% 65,155 $2.9M
NorthCrest Asset Manangement, LLC 0.09% Add +98.9% 65,062 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.69% No change 65,000 $2.9M
Seven Post Investment Office LP 1.11% Reduce -15.3% 64,252 $2.9M
Ballast, Inc. 0.82% Add +0.6% 64,096 $2.9M
TPG Financial Advisors, LLC 1.28% Reduce -4.6% 63,826 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -2.1% 63,533 $2.9M
CWA Asset Management Group, LLC 0.14% Add +23.8% 63,416 $2.9M
VSM Wealth Advisory, LLC 1.03% Reduce -1.5% 63,289 $2.9M
Salomon & Ludwin, LLC 0.30% Reduce -3.6% 63,235 $2.9M
Two Sigma Securities, LLC 0.44% New 63,000 $2.9M
Hohimer Wealth Management, LLC 0.56% Add +14.1% 62,988 $2.9M
Agf Management Ltd. 0.02% Add +0.2% 62,982 $2.9M
Spire Wealth Management 0.09% Reduce -56.9% 62,926 $2.8M
E&G Advisors, LLC 0.80% Reduce -1.1% 62,711 $2.8M
Auour Investments LLC 1.03% Reduce -54.6% 62,691 $2.8M
Gotham Asset Management 0.02% Add +58.6% 61,893 $2.8M
Stratos Wealth Advisors, LLC 0.15% Add +0.8% 61,691 $2.8M
Disciplined Investments, LLC 1.28% Reduce -4.3% 61,631 $2.8M
Randall & Associates Wealth Management 2.30% Add +6.5% 61,622 $2.8M
Capital Group Private Client Services, Inc. 0.03% Add +56.1% 61,538 $2.8M
Grey Fox Wealth Advisors, LLC 0.74% Add +1.9% 61,321 $2.8M
Atlatl Advisers LLC 1.80% Add +5.0% 61,225 $2.8M
Integrated Capital Management, LLC 1.52% Add +0.4% 60,884 $2.8M
NavPoint Financial, Inc. 1.94% Reduce -1.4% 60,825 $2.8M
Avestar Capital, LLC 0.26% Reduce -16.5% 60,613 $2.7M
Pinnacle Bancorp, Inc. 0.89% Add +0.1% 60,526 $2.7M
Kingsview Wealth Management, LLC 0.05% Reduce -36.1% 60,420 $2.7M
Creekside Partners 1.43% Reduce -4.4% 60,394 $2.7M
American Financial Advisors, LLC 0.39% Reduce -2.0% 60,035 $2.7M
BluePointe Capital Management, LLC 1.03% Reduce -36.2% 60,000 $2.7M
Burke & Herbert Bank & Trust Co. 0.65% Add +10.8% 59,918 $2.7M
Hexagon Capital Partners LLC 0.51% Add +9.3% 59,804 $2.7M
Louisbourg Investments Inc. 0.74% Add +8.1% 59,796 $2.7M
Earned Wealth Advisors, LLC 0.59% New 59,726 $2.7M
Institute for Wealth Management, LLC. 0.35% Add +120.4% 59,596 $2.7M
Pachira Investments Inc. 1.90% Reduce -0.2% 59,524 $2.7M
First National Bank of Omaha 0.18% Reduce -2.3% 59,494 $2.7M
Vista Investment Management 1.05% Add +1.2% 59,448 $2.7M
Brightwater Advisory LLC 2.13% Reduce -5.2% 59,414 $2.7M
Aureus Asset Management, LLC 0.19% Reduce -7.9% 59,406 $2.7M
Stone Summit Wealth LLC 0.91% Reduce -0.9% 59,312 $2.7M
Sarasin & Partners LLP 0.03% New 58,953 $2.7M
Sharkey, Howes & Javer 0.38% Reduce -21.7% 58,821 $2.7M
Hikari Power Ltd 0.21% No change 58,810 $2.7M
Ti-Trust, Inc. 1.76% Add +8.5% 58,592 $2.7M
Allegiance Financial Group Advisory Services LLC 0.81% Reduce -12.2% 58,561 $2.7M
Gainplan LLC 1.72% Reduce -5.2% 58,253 $2.6M
Brickley Wealth Management 0.55% Add +0.0% 58,249 $2.6M
Joel Isaacson & Co., LLC 0.12% Reduce -11.8% 57,846 $2.6M
Sageworth Trust Co 0.16% Add +0.3% 57,825 $2.6M
Lazard Asset Management LLC 0.00% Reduce -69.3% 57,676 $2.6M
Foundation Wealth Management, LLC\PA 1.24% Reduce -1.3% 57,584 $2.6M
Ironwood Investment Management LLC 1.42% Add +0.0% 57,508 $2.6M
FSB Premier Wealth Management, Inc. 1.01% Reduce -2.1% 57,285 $2.6M
PAX Financial Group, LLC 0.46% Add +149.1% 57,205 $2.6M
Apollon Wealth Management, LLC 0.06% Add +6.5% 56,993 $2.6M
Wells Trecaso Financial Group, LLC 0.86% Reduce -0.9% 56,854 $2.6M
Ascent Capital Management, LLC 2.59% Add +40.5% 56,733 $2.6M
Root Financial Partners, LLC 0.27% Add +6.9% 56,583 $2.6M
New England Private Wealth Advisors LLC 0.40% Add +18.0% 56,610 $2.6M
HM Payson & Co. 0.04% Reduce -1.3% 56,539 $2.6M
Strategic Financial Partners, Ltd. 1.34% Reduce -62.0% 56,224 $2.5M
Cary Street Partners Financial LLC 0.08% Add +6.3% 56,202 $2.5M
Monarch Capital Management Inc. 0.70% Reduce -0.1% 55,541 $2.5M
Fort Sheridan Advisors LLC 0.38% Reduce -0.5% 55,457 $2.5M
Arcus Capital Partners, LLC 1.01% Add +1.4% 55,341 $2.5M
Running Point Capital Advisors, LLC 0.79% Add +2.4% 55,303 $2.5M
Victrix Investment Advisors 1.31% New 57,764 $2.5M
Daymark Wealth Partners, LLC 0.11% Add +48.8% 55,071 $2.5M
Connecticut Wealth Management, LLC 0.13% New 54,743 $2.5M
Columbia River Financial Group, LLC 1.65% Reduce -3.5% 54,724 $2.5M
Integrity Wealth Solutions LLC 1.34% Add +0.4% 54,547 $2.5M
Richmond Investment Services, LLC 1.34% Add +104.9% 54,430 $2.5M
Renasant Bank 1.63% Add +66.0% 54,423 $2.5M
BigSur Wealth Management LLC 0.67% No change 54,400 $2.5M
Red Wave Investments LLC 0.88% Reduce -9.9% 54,334 $2.5M
Welch & Forbes LLC 0.03% Reduce -7.1% 54,196 $2.5M
Single Point Partners, LLC 0.57% Reduce -2.4% 53,911 $2.4M
BlackDiamond Wealth Management, LLC 1.64% Add +88.5% 52,570 $2.4M
Cadence Wealth Management LLC 1.79% Add +28.9% 53,615 $2.4M
Norris Perne & French LLP 0.18% Reduce -54.6% 53,413 $2.4M
Gemmer Asset Management LLC 0.24% Add +5.6% 52,982 $2.4M
BSW Wealth Partners 0.36% Reduce -9.4% 52,932 $2.4M
Silver Oak Securities, Incorporated 0.22% Add +16.5% 52,846 $2.4M
Aspen Grove Capital, LLC 0.46% Add +5.6% 52,536 $2.4M
Private Trust Co. NA 0.24% Add +2.6% 52,539 $2.4M
SilverOak Wealth Management LLC 0.51% Add +18.0% 52,397 $2.4M
Argent Trust Co 0.10% Add +1.7% 52,273 $2.4M
Fortitude Family Office, LLC 0.84% Reduce -0.8% 52,140 $2.4M
AssuredPartners Investment Advisors, LLC 0.45% Add +0.4% 52,028 $2.4M
LMG Wealth Partners, LLC 0.52% Reduce -1.7% 51,832 $2.3M
Motley Fool Wealth Management, LLC 0.14% Reduce -16.0% 51,749 $2.3M
Astoria Strategic Wealth, Inc. 0.69% Add +0.1% 51,734 $2.3M
Nwam LLC 0.20% Reduce -77.2% 51,421 $2.3M
Red Tortoise LLC 1.21% Add +0.1% 51,262 $2.3M
Burling Wealth Partners, LLC 0.49% Reduce -3.9% 51,203 $2.3M
Future You Wealth LLC 1.48% Add +35.1% 51,081 $2.3M
Global Strategic Investment Solutions, LLC 0.27% Reduce -3.7% 50,725 $2.3M
Financial Guidance Group, Inc. 1.24% Add +14.2% 50,538 $2.3M
Rialto Wealth Management, LLC 0.72% Reduce -0.9% 50,407 $2.3M
Innova Wealth Partners 1.41% Reduce -2.4% 50,358 $2.3M
Summit Wealth Partners, LLC 0.46% Reduce -3.4% 50,204 $2.3M
Verum Partners LLC 0.61% Add +6.2% 50,204 $2.3M
Great Point Wealth Advisors, LLC 0.49% Reduce -2.6% 49,991 $2.3M
Waterfront Wealth Inc. 0.55% Add +1.7% 49,828 $2.3M
Titleist Asset Management, LLC 0.26% Add +10.7% 49,631 $2.2M
Annis Gardner Whiting Capital Advisors, LLC 0.95% Reduce -4.9% 49,617 $2.2M
Allie Family Office LLC 1.23% Add +2.8% 49,568 $2.2M
SOL Capital Management CO 0.25% Reduce -9.6% 49,440 $2.2M
Main Management LLC 0.20% No change 49,284 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.24% Reduce -1.1% 49,137 $2.2M
Life Planning Partners, Inc 2.01% Add +1.2% 49,099 $2.2M
Centennial Bank 1.05% Add +2.7% 48,875 $2.2M
WESCAP Management Group, Inc. 0.54% Add +1.6% 48,846 $2.2M
Opes Wealth Management LLC 0.45% Reduce -13.7% 48,841 $2.2M
Bryn Mawr Trust Advisors, LLC 0.13% Add +10.8% 48,764 $2.2M
FFT Wealth Management LLC 0.46% Add +6.0% 48,545 $2.2M
Evanson Asset Management, LLC 0.16% Add +2.1% 48,522 $2.2M
Brown Miller Wealth Management, LLC 0.76% Reduce -14.0% 48,370 $2.2M
Flagship Harbor Advisors, LLC 0.11% Reduce -5.0% 48,171 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.45% Reduce -3.2% 48,099 $2.2M
Delta Financial Advisors LLC 0.81% Add +0.1% 47,813 $2.2M
Northland Capital Management LLC 1.46% Add +0.4% 47,610 $2.2M
Powell Investment Advisors, LLC 1.06% Reduce -17.6% 47,601 $2.2M
MBL Wealth, LLC 0.22% Add +1.8% 47,575 $2.2M
Eclectic Associates Inc. 0.57% Add +3.7% 47,304 $2.1M
Bfsg, LLC 0.26% Reduce -15.8% 47,219 $2.1M
First Citizens Financial Corp 1.20% Reduce -14.5% 46,859 $2.1M
Peak Retirement Planning, Inc. 1.17% Add +32.5% 46,669 $2.1M
Asset Allocation & Management Company, LLC 1.06% Reduce -4.5% 46,363 $2.1M
Csenge Advisory Group 0.12% Add +5.6% 48,439 $2.1M
Wade Financial Advisory, Inc 0.72% Reduce -1.1% 46,257 $2.1M
Cyndeo Wealth Partners, LLC 0.14% Reduce -3.8% 45,945 $2.1M
AlTi Global, Inc. 0.05% Reduce -4.6% 45,884 $2.1M
Falcon Wealth Planning 0.23% Reduce -6.4% 45,813 $2.1M
Coastline Trust Co 0.26% Add +63.5% 45,729 $2.1M
White Lighthouse Investment Management Inc. 0.37% Reduce -17.8% 45,322 $2.1M
Hardin Capital Partners, LLC 1.26% Add +1.5% 45,319 $2.1M
United Community Bank 0.76% Reduce -7.9% 45,303 $2.1M
May Hill Capital, LLC 0.77% Reduce -1.4% 45,288 $2.0M
Argyle Capital Partners, LLC 1.75% Add +18.9% 45,141 $2.0M
Prospera Financial Services Inc 0.05% Add +4.5% 44,799 $2.0M
Garden State Investment Advisory Services LLC 0.65% Reduce -16.0% 46,122 $2.0M
Sagace Wealth Management LLC 1.53% Add +0.1% 44,607 $2.0M
Northwest Wealth Management, LLC 0.40% Reduce -2.2% 44,576 $2.0M
Shufro Rose & Co. LLC 0.16% Reduce -9.4% 44,544 $2.0M
Francis Financial, Inc. 0.49% Add +1.0% 44,535 $2.0M
Financial Advisory Corp 0.33% Reduce -0.1% 44,478 $2.0M
Monument Group Wealth Advisors, LLC 1.39% Add +0.6% 44,188 $2.0M
Rothschild Wealth LLC 0.56% Reduce -9.1% 44,062 $2.0M
Cornerstone Wealth Management, LLC 0.13% Add +0.9% 43,866 $2.0M
Private Wealth Asset Management, LLC 0.29% — 43,850 $2.0M
Greenleaf Trust 0.02% Reduce -14.3% 43,844 $2.0M
A&I Financial Services, LLC 1.34% Add +18.6% 43,626 $2.0M
Stokes Family Office, LLC 0.22% Reduce -0.1% 43,605 $2.0M
Cassaday & Co Wealth Management LLC 0.06% Reduce -0.6% 43,450 $2.0M
Community Bank, N.A. 0.26% Add +0.3% 43,441 $2.0M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +0.6% 42,949 $1.9M
Berger Financial Group, Inc 0.13% Reduce -88.5% 42,876 $1.9M
Legacy Edge Advisors, LLC 0.30% Add +1.9% 42,837 $1.9M
OLIO Financial Planning 0.67% Reduce -13.8% 42,793 $1.9M
Aerodigm Wealth, LLC 1.08% Add +5.4% 42,782 $1.9M
Fire Capital Management LLC 1.42% Add +14.8% 42,642 $1.9M
Strategic Financial Concepts, LLC 0.36% Reduce -10.8% 42,507 $1.9M
Exchange Capital Management, Inc. 0.31% Reduce -1.1% 42,244 $1.9M
Great Lakes Advisors, LLC 0.02% Reduce -17.7% 42,176 $1.9M
OneAscent Financial Services LLC 0.12% Add +79.1% 41,928 $1.9M
Financial Advocates Investment Management 0.13% Reduce -13.6% 41,837 $1.9M
Gill Capital Partners, LLC 0.65% Reduce -4.7% 41,708 $1.9M
Quantum Portfolio Management LLC 0.96% Reduce -8.3% 41,657 $1.9M
Flywheel Private Wealth LLC 1.72% Add +9.7% 41,614 $1.9M
Liberty Square Wealth Partners LLC 0.72% Reduce -1.1% 41,477 $1.9M
Riverpoint Wealth Management Holdings, LLC 0.48% Reduce -20.3% 41,373 $1.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.28% Reduce -9.5% 41,112 $1.9M
Topel & Distasi Wealth Management, LLC 0.87% Reduce -16.4% 41,030 $1.9M
Koshinski Asset Management, Inc. 0.16% Reduce -10.4% 40,989 $1.9M
JDM Financial Group LLC 0.94% Reduce -0.3% 40,986 $1.9M
StoneX Group Inc. 0.10% Add +1.9% 40,862 $1.8M
Barings LLC 0.05% Reduce -76.8% 40,756 $1.8M
Meridian Wealth Management, LLC 0.09% Reduce -4.5% 40,730 $1.8M
MorganRosel Wealth Management, LLC 0.56% Add +17.3% 40,593 $1.8M
Compass Ion Advisors, LLC 0.22% Reduce -12.7% 40,551 $1.8M
Dynamic Wealth Strategies, LLC 1.52% No change 40,510 $1.8M
Centaurus Financial, Inc. 0.11% Reduce -4.2% 40,505 $1.8M
SWP Financial LLC 1.11% Add +35.0% 40,302 $1.8M
Sabal Trust CO 0.10% No change 40,184 $1.8M
Matrix Asset Advisors Inc. 0.20% Reduce -7.2% 40,129 $1.8M
Keeley-Teton Advisors, LLC 0.22% No change 39,892 $1.8M
Innealta Capital, LLC 0.98% Reduce -7.8% 39,719 $1.8M
Golden Road Advisors LLC 1.40% Add +8.3% 39,634 $1.8M
Wealthcare Advisory Partners LLC 0.05% Reduce -5.8% 39,629 $1.8M
Revisor Wealth Management LLC 0.80% Add +32.5% 39,615 $1.8M
Dakota Wealth Management 0.04% Reduce -0.7% 39,598 $1.8M
VAUGHAN & Co SECURITIES, INC. 1.11% Reduce -0.4% 39,529 $1.8M
Westside Investment Management, Inc. 0.38% Add +2.9% 39,468 $1.8M
Global Assets Advisory, LLC 0.34% Add +193.6% 41,787 $1.8M
Disciplina Capital Management LLC 0.26% New 39,324 $1.8M
CIBC Asset Management Inc 0.01% Reduce -0.1% 39,215 $1.8M
Aries Wealth Management 0.48% Reduce -1.1% 39,083 $1.8M
NorthRock Partners, LLC 0.06% Add +11.1% 39,069 $1.8M
South Plains Financial, Inc. 1.38% Reduce -1.7% 39,065 $1.8M
HBK Sorce Advisory LLC 0.05% Add +25.2% 38,870 $1.8M
Frederick Financial Consultants, LLC 1.27% Reduce -4.2% 38,822 $1.8M
Gilman Hill Asset Management, LLC 0.30% Reduce -0.5% 38,794 $1.8M
Canandaigua National Trust Co of Florida 1.55% Add +2.5% 38,738 $1.8M
Cascade Financial Partners, LLC 0.22% Add +0.8% 38,515 $1.7M
Quadrant Capital Group LLC 0.06% Reduce -0.1% 38,484 $1.7M
Greykasell Wealth Strategies, Inc. 0.93% Add +3.5% 38,462 $1.7M
Sax Wealth Advisors, LLC 0.12% Add +12.9% 38,260 $1.7M
Roth Financial Partners LLC 0.68% Add +3.9% 38,180 $1.7M
Sound Stewardship, LLC 0.98% Add +0.5% 38,145 $1.7M
Diversified Portfolios, Inc. 0.18% Add +60.1% 38,080 $1.7M
Whipplewood Advisors, LLC 1.02% Reduce -12.6% 31,702 $1.7M
Aire Advisors, LLC 0.36% Reduce -8.9% 37,983 $1.7M
Greenwich Wealth Management LLC 0.13% Add +0.1% 37,957 $1.7M
Market Street Wealth Management Advisors LLC 0.29% Reduce -0.8% 37,906 $1.7M
Chicago Partners Investment Group LLC 0.06% Add +1.4% 37,239 $1.7M
City State Bank 0.56% Reduce -5.1% 37,807 $1.7M
West Financial Advisors, LLC 0.32% Add +0.1% 37,724 $1.7M
Bakala Capital LLC 9.77% Add +16.0% 37,660 $1.7M
Balboa Wealth Partners 0.41% Add +68.1% 37,618 $1.7M
Finley Financial, LLC 0.95% Reduce -12.4% 37,705 $1.7M
Barclays PLC 0.00% Add +6085.5% 37,608 $1.7M
Sachem Hill LLC 0.33% Reduce -1.3% 37,591 $1.7M
Navalign, LLC 0.48% Add +4.1% 37,552 $1.7M
Blue Trust, Inc. 0.02% Reduce -25.0% 37,448 $1.7M
KMG Fiduciary Partners, LLC 0.14% Add +3.4% 37,364 $1.7M
Eastern Bank 0.03% Reduce -9.7% 37,213 $1.7M
Climber Capital SA 1.32% Add +7.1% 45,060 $1.7M
Resolute Advisors LLC 0.48% Reduce -26.4% 37,082 $1.7M
General Partner, Inc. 1.09% No change 36,998 $1.7M
Financial Enhancement Group LLC 0.26% Reduce -4.7% 37,595 $1.7M
Pekin Hardy Strauss, Inc. 0.20% Add +0.5% 36,553 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -83.9% 36,478 $1.7M
RS Crum Inc. 0.44% Reduce -1.9% 36,426 $1.6M
Marks Group Wealth Management, Inc 0.16% New 36,359 $1.6M
Crescent Grove Advisors, LLC 0.17% Reduce -0.7% 36,298 $1.6M
Braun-Bostich & Associates Inc. 1.21% Add +5.0% 36,197 $1.6M
Marshall Financial Group, LLC 0.36% Reduce -16.7% 36,057 $1.6M
Evermay Wealth Management LLC 0.21% Reduce -0.8% 35,995 $1.6M
LifePlan Investment Advisors, Inc. 0.94% Add +19.7% 35,939 $1.6M
Diversified Trust Co. 0.04% Add +6.5% 35,896 $1.6M
GC Wealth Management RIA, LLC 0.30% Add +25.2% 35,700 $1.6M
Wilson & Boucher Capital Management, LLC 1.20% Add +1.9% 35,676 $1.6M
Bahl & Gaynor LLC 0.01% Reduce -20.6% 35,515 $1.6M
Foundations Investment Advisors, LLC 0.03% Reduce -7.6% 35,513 $1.6M
Trilogy Capital Inc. 0.08% Reduce -85.3% 35,439 $1.6M
Zions Bancorporation, National Association 0.10% — 35,215 $1.6M
Mechanics Financial Corp 0.72% Reduce -2.6% 35,169 $1.6M
Holistic Financial Partners 0.77% Reduce -3.5% 35,151 $1.6M
Brand Asset Management Group, Inc. 0.66% Reduce -7.1% 35,092 $1.6M
Liberty Capital Management, Inc. 0.35% Add +3.4% 35,066 $1.6M
Mill Creek Capital Advisors, LLC 0.04% Add +1.3% 34,890 $1.6M
Stock Yards Bank & Trust Co. 0.06% Add +28.7% 34,819 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.27% Add +24.2% 34,703 $1.6M
Fiduciary Advisors, Inc. 1.55% Add +3.4% 34,663 $1.6M
City Holding Co. 0.22% Add +6.5% 34,655 $1.6M
Global Financial Private Client, LLC 0.60% Add +3.5% 34,537 $1.6M
One Capital Management, LLC 0.05% Add +1.1% 34,482 $1.6M
C2C Wealth Management, LLC 1.46% Reduce -2.6% 34,464 $1.6M
Rooted Wealth Advisors, Inc. 0.67% Add +1.5% 36,875 $1.6M
Sterling Investment Management, LLC 1.10% Reduce -2.8% 34,266 $1.6M
DHK Financial Advisors, Inc. 0.84% Reduce -1.1% 33,930 $1.5M
Asset Dedication, LLC 0.12% Add +3.9% 33,925 $1.5M
Compass Advisory Group LLC 0.53% Add +10.3% 33,850 $1.5M
Cape Cod Five Cents Savings Bank 0.14% No change 31,961 $1.5M
Nabity-Jensen Investment Management Inc 1.21% Reduce -1.7% 33,645 $1.5M
Savvy Advisors, Inc. 0.15% Add +134.0% 33,577 $1.5M
Comprehensive Money Management Services LLC 1.23% Reduce -0.9% 33,553 $1.5M
Avant Financial Advisors LLC 1.38% Reduce -2.7% 33,549 $1.5M
First Trust Advisors LP 0.00% Reduce -0.1% 33,509 $1.5M
Infinity Wealth Counsel, LLC 1.64% Add +2.8% 33,497 $1.5M
Red Lighthouse Investment Management, LLC 0.62% Reduce -0.1% 36,173 $1.5M
Armbruster Capital Management, Inc. 0.30% No change 33,265 $1.5M
Rockland Trust Co. 0.08% Add +1.3% 33,009 $1.5M
Coyle Financial Counsel LLC 0.46% Reduce -7.9% 32,986 $1.5M
Nova R Wealth, Inc. 0.74% Add +0.2% 32,841 $1.5M
First Hawaiian Bank 0.22% Reduce -26.2% 32,738 $1.5M
Arbor Trust Wealth Advisors, LLC 0.69% Add +5.7% 32,701 $1.5M
Krilogy Financial LLC 0.10% Reduce -2.1% 32,673 $1.5M
HUB Investment Partners, LLC 0.06% Reduce -16.9% 32,624 $1.5M
International Assets Investment Management, LLC 0.13% Add +5.5% 32,538 $1.5M
Apexium Financial, LP 0.09% Add +54.1% 32,447 $1.5M
Mosaic Advisors LLC 2.19% Reduce -20.1% 32,216 $1.5M
Cobblestone Capital Advisors LLC 0.08% Reduce -12.3% 32,168 $1.5M
Chesley Taft & Associates LLC 0.07% Add +178.9% 32,132 $1.5M
Hughes Financial Services, LLC 0.28% Reduce -1.3% 31,959 $1.5M
FSA Advisors, Inc. 1.14% Add +397.9% 31,877 $1.4M
LifeGuide Financial Advisors, LLC 0.59% Add +0.5% 31,869 $1.4M
Clarius Group, LLC 0.09% Reduce -73.7% 31,861 $1.4M
North Star Investment Management Corp. 0.10% Add +3.0% 31,774 $1.4M
Smart Portfolios, LLC 1.56% Reduce -1.7% 31,739 $1.4M
Grove Street Fiduciary, LLC 0.73% Reduce -26.7% 31,667 $1.4M
Arlington Financial Advisors, LLC 0.25% New 31,606 $1.4M
Shepherd Financial Partners LLC 0.17% Reduce -0.8% 31,477 $1.4M
Rosenberg Matthew Hamilton 0.35% Reduce -3.8% 31,266 $1.4M
Cushing Capital Partners, LLC 1.27% Add +2.5% 31,188 $1.4M
Gridiron Partners, LLC 0.90% Reduce -7.5% 31,171 $1.4M
Hilltop Holdings Inc. 0.09% Reduce -3.7% 31,160 $1.4M
GAM Holding AG 0.11% No change 31,000 $1.4M
Windsor Capital Management, LLC 0.43% Reduce -3.1% 30,801 $1.4M
Valley Wealth Managers, Inc. 0.11% Reduce -3.8% 30,727 $1.4M
Pure Portfolios Holdings LLC 0.51% Add +7.5% 30,620 $1.4M
Novak & Powell Financial Services, Inc. 0.86% Reduce -5.8% 30,609 $1.4M
Certior Financial Group, LLC 1.14% Add +51.7% 30,591 $1.4M
N.E.W. Advisory Services LLC 0.11% Reduce -2.3% 30,538 $1.4M
Causeway Capital Management LLC 0.03% Add +102.3% 30,533 $1.4M
Fiduciary Wealth Partners, LLC 1.19% — 30,416 $1.4M
Davidson Trust Co. 0.66% Add +33.9% 30,359 $1.4M
Elgethun Capital Management 0.31% Add +17.6% 30,170 $1.4M
Pathway Financial Advisors LLC 0.25% Add +2.2% 30,134 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Add +1.3% 30,093 $1.4M
AMG National Trust Bank 0.04% Reduce -1.1% 30,059 $1.4M
Petredis Investment Advisors LLC 0.14% Add +4.5% 30,054 $1.4M
Cornerstone Financial Group, LLC 1.22% Add +11.3% 28,611 $1.4M
Enterprise Bank & Trust Co 0.52% Reduce -10.5% 29,890 $1.4M
Evergreen Capital Management LLC 0.05% Add +5.9% 29,738 $1.3M
Atlas Legacy Advisors, LLC 0.34% Reduce -10.3% 29,667 $1.3M
Foster & Motley Inc. 0.08% Add +46.6% 29,643 $1.3M
Topsail Wealth Management, LLC 0.27% Add +5.1% 29,562 $1.3M
Kendall Capital Management 0.39% Reduce -3.4% 29,552 $1.3M
Phillips Financial Management, LLC 0.10% Add +3.3% 29,430 $1.3M
Synergy Financial Group, LTD 1.20% Add +19.3% 29,425 $1.3M
Granite Investment Partners, LLC 0.07% No change 29,336 $1.3M
Bleakley Financial Group, LLC 0.04% Add +12.1% 29,196 $1.3M
Foresight Capital Management Advisors, Inc. 0.82% Reduce -25.7% 29,142 $1.3M
Princeton Global Asset Management LLC 0.26% Reduce -6.6% 28,943 $1.3M
Cambridge Capital Management, LLC 0.83% Reduce -0.2% 28,879 $1.3M
Stonebridge Financial Planning Group, LLC 0.60% Add +0.4% 28,873 $1.3M
Carret Asset Management, LLC 0.15% Add +1.1% 28,828 $1.3M
Severin Investments, LLC 1.30% Add +155.4% 28,648 $1.3M
Covestor Ltd 0.86% Add +2.2% 28,542 $1.3M
Ofc Financial Planning, LLC 1.46% Add +1.4% 28,530 $1.3M
Fca Corp. 0.41% Reduce -4.7% 28,518 $1.3M
Maia Wealth LLC 0.29% Reduce -5.2% 29,670 $1.3M
Sowell Financial Services LLC 0.06% Reduce -4.9% 28,346 $1.3M
WealthShield Partners, LLC 0.17% Add +39.1% 28,345 $1.3M
BlackRock, Inc. 0.00% Reduce -30.5% 28,316 $1.3M
Scotia Capital Inc. 0.01% Reduce -0.5% 28,292 $1.3M
Rossmore Private Capital 0.16% Reduce -0.1% 28,287 $1.3M
Independent Financial Group, LLC 0.04% Add +0.8% 28,280 $1.3M
Certified Advisory Corp 0.14% Reduce -0.5% 28,223 $1.3M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.3M
Clarity Capital Advisors, LLC 0.83% Add +0.3% 27,971 $1.3M
Lanark Financial, Inc. 0.11% — 27,884 $1.3M
Security Benefit Life Insurance Co. 0.48% Add +4.5% 27,800 $1.3M
First Nebraska Trust Co 0.12% Reduce -2.4% 27,716 $1.3M
Allen Capital Group, LLC 0.14% Reduce -0.3% 27,708 $1.3M
Conservest Capital Advisors, Inc. 0.13% Add +0.5% 27,618 $1.3M
Orcam Financial Group 1.17% Add +11.2% 27,569 $1.2M
Chapin Davis, Inc. 0.42% Add +5.7% 27,546 $1.2M
Retirement Investment Advisors, Inc. 0.13% Add +1.3% 27,379 $1.2M
Capital Analysts, LLC 0.05% Add +7.3% 27,347 $1.2M
Sovran Advisors, LLC 0.16% Reduce -13.6% 28,487 $1.2M
LongView Wealth Management 0.37% Reduce -3.5% 27,243 $1.2M
Seldon Capital LP 0.77% No change 27,148 $1.2M
Financial Insights, Inc. 0.49% Reduce -1.5% 27,118 $1.2M
Continuum Advisory, LLC 0.16% Reduce -14.4% 26,997 $1.2M
BCS Wealth Management 0.31% Reduce -3.6% 26,880 $1.2M
FC Advisory LLC 0.41% Add +1.3% 26,833 $1.2M
Viewpoint Capital Management LLC 0.65% No change 26,821 $1.2M
SP Asset Management LLC 0.11% Reduce -6.0% 26,819 $1.2M
World Equity Group, Inc. 0.35% Reduce -47.5% 26,753 $1.2M
ORG Partners LLC 0.31% Reduce -11.2% 26,618 $1.2M
Morton Brown Family Wealth, LLC 0.41% Reduce -8.4% 26,693 $1.2M
WASHINGTON TRUST Co 0.05% Reduce -0.3% 26,630 $1.2M
Lindbrook Capital, LLC 0.11% Add +0.3% 26,606 $1.2M
Compass Capital Corp. /Ma/ 0.63% Reduce -17.8% 27,226 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +0.4% 26,488 $1.2M
Fiduciary Financial Group, LLC 0.26% Add +17.6% 28,560 $1.2M
Highland Capital Management, LLC 0.07% Reduce -1.4% 26,432 $1.2M
Charter Oak Capital Management, LLC 0.11% Reduce -14.0% 26,430 $1.2M
Mayport, LLC 0.33% Reduce -1.1% 26,429 $1.2M
Family Wealth Partners, LLC 0.55% Reduce -2.8% 26,381 $1.2M
Encompass Wealth Advisors, LLC 0.49% Add +3.9% 26,375 $1.2M
SageView Advisory Group, LLC 0.05% Reduce -7.2% 26,288 $1.2M
Cypress Wealth Services, LLC 0.24% Reduce -1.2% 26,261 $1.2M
Allen Investment Management, LLC 0.01% Reduce -14.8% 26,163 $1.2M
First National Bank & Trust Co. of Newtown 0.25% Add +3.6% 25,884 $1.2M
Studio Investment Management LLC 0.24% Add +3.9% 25,877 $1.2M
NBT Bank, N.A. 0.08% Reduce -25.3% 25,873 $1.2M
Journey Strategic Wealth LLC 0.04% Reduce -4.1% 25,864 $1.2M
Flagstar Securities, Inc. 0.30% Reduce -10.2% 25,799 $1.2M
Diversified Enterprises, LLC 0.10% Add +408.2% 25,588 $1.2M
SouthState Bank Corp 0.05% Add +901.9% 25,579 $1.2M
Hassell Wealth Management, LLC 0.49% Reduce -15.3% 26,585 $1.2M
C M Bidwell & Associates Ltd. 0.70% Reduce -10.8% 25,532 $1.2M
Freedom Investment Management, Inc. 0.10% Add +24.8% 25,331 $1.1M
John G Ullman & Associates Inc. 0.18% Reduce -1.9% 25,310 $1.1M
Washington Trust Bank 0.11% Reduce -0.1% 25,250 $1.1M
Sunesis Advisors, LLC 0.62% No change 25,219 $1.1M
Riverbridge Partners LLC 0.02% Reduce -49.1% 25,090 $1.1M
Keel Point, LLC 0.09% Reduce -14.4% 25,023 $1.1M
Wellington Management Group LLP 0.00% New 24,986 $1.1M
Sovereign Investment Advisors, LLC 0.39% Reduce -3.0% 27,044 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -6.1% 24,948 $1.1M
Noble Family Wealth, LLC 0.31% Add +0.9% 24,944 $1.1M
McClarren Financial Advisors, Inc. 0.75% New 21,055 $1.1M
Aveo Capital Partners, LLC 0.19% Reduce -65.0% 24,404 $1.1M
Warwick Investment Management, Inc. 0.23% Add +27.4% 24,695 $1.1M
DB Fitzpatrick & Co, Inc 1.06% Add +9.0% 24,646 $1.1M
Rockingstone Advisors LLC 0.50% Add +20.3% 24,602 $1.1M
Leo Wealth, LLC 0.16% New 24,412 $1.1M
Interchange Capital Partners, LLC 0.31% Reduce -13.8% 24,395 $1.1M
Asset Management Group, Inc. 0.20% Reduce -5.1% 24,354 $1.1M
Chemistry Wealth Management LLC 0.26% Reduce -2.8% 24,295 $1.1M
Moser Wealth Advisors, LLC 0.57% Add +0.2% 24,232 $1.1M
Sharp Wealth Advisory, LLC 0.84% Reduce -5.2% 24,201 $1.1M
Simplicity Wealth,LLC 0.09% Reduce -27.4% 24,188 $1.1M
Ausdal Financial Partners, Inc. 0.08% Add +1.8% 24,071 $1.1M
Well Done, LLC 0.20% Reduce -3.9% 24,702 $1.1M
ESL Trust Services, LLC 0.25% Add +1.0% 24,029 $1.1M
Angeles Investment Advisors, LLC 0.06% Reduce -36.2% 23,998 $1.1M
Bragg Financial Advisors, Inc 0.04% Add +8.4% 23,843 $1.1M
Kiley Juergens Wealth Management, LLC 0.29% Reduce -1.6% 23,773 $1.1M
Mayflower Financial Advisors, LLC 0.16% Reduce -3.3% 23,696 $1.1M
Novem Group 0.15% Reduce -13.4% 23,694 $1.1M
Rockwood Wealth Management, LLC 0.11% Reduce -1.3% 23,584 $1.1M
Black Diamond Financial, LLC 0.16% Reduce -1.1% 23,573 $1.1M
Debussy Capital Management LP 0.17% Reduce -8.4% 23,527 $1.1M
Oxford Financial Group, LTD. LLC 0.07% Reduce -21.0% 23,495 $1.1M
Arbor Wealth Advisors LLC 0.95% Add +9.6% 23,434 $1.1M
Lake Street Private Wealth, LLC 0.17% Reduce -18.1% 23,407 $1.1M
Voisard Asset Management Group, Inc. 0.31% Reduce -41.1% 23,382 $1.1M
Seaside Wealth Management, Inc. 0.38% Reduce -1.7% 23,368 $1.1M
Catalyst Financial Partners LLC 0.19% Add +13.8% 23,267 $1.1M
Trace Wealth Advisors, LLC 0.94% No change 23,230 $1.1M
Narus Financial Partners, LLC 0.36% Reduce -0.8% 23,077 $1.0M
Pitcairn Co. 0.06% No change 22,991 $1.0M
Red Door Wealth Management, LLC 0.15% Add +3.5% 22,928 $1.0M
First Financial Corp. 0.50% Reduce -2.3% 22,746 $1.0M
Elios Financial Group Inc. 0.51% Add +263.6% 22,716 $1.0M
CogentBlue Wealth Advisors, LLC 0.90% Reduce -0.6% 22,673 $1.0M
Visionary Wealth Advisors 0.06% Add +3.9% 22,650 $1.0M
F&V Capital Management, LLC 0.27% No change 22,580 $1.0M
Waller Financial Planning Group, Inc. 0.29% Reduce -30.9% 22,507 $1.0M
Roof Eidam Maycock Peralta, LLC 0.27% No change 22,496 $1.0M
HSBC Holdings PLC 0.00% Add +0.0% 22,401 $1.0M
Sound View Wealth Advisors Group, LLC 0.08% Add +4.3% 22,280 $1.0M
First National Corp. /Ma/ 0.22% Add +0.3% 22,170 $1.0M
Matthew Goff Investment Advisor, LLC 0.18% Reduce -0.2% 22,087 $1000K
First American Bank 0.07% Reduce -3.8% 22,068 $999K
Friday Financial 0.60% No change 21,913 $996K
Independent Advisor Alliance 0.03% Reduce -92.3% 21,942 $993K
Investment Advisory Group, LLC 0.33% Reduce -13.4% 21,942 $993K
PFC Capital Group, Inc. 0.50% New 21,807 $986K
Lord & Richards Wealth Management, LLC 1.12% Add +79.1% 21,779 $986K
Belpointe Asset Management LLC 0.05% Reduce -79.1% 21,758 $984K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -47.5% 21,717 $983K
CANADA LIFE ASSURANCE Co 0.00% Add +4.0% 21,589 $977K
Snowden Capital Advisors LLC 0.03% Reduce -0.2% 21,555 $976K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 21,503 $973K
Aspen Investment Management Inc 0.45% Add +0.8% 21,491 $973K
Causey Wealth LLC 0.54% Reduce -24.1% 21,434 $970K
Archer Investment Corp 0.25% Add +29.1% 21,310 $964K
Schaper Benz & Wise Investment Counsel Inc. 0.08% Add +0.7% 21,233 $961K
Factor Wealth Management LTD 0.29% Add +4.7% 21,158 $958K
Stablepoint Partners, LLC 0.17% Reduce -52.2% 21,151 $957K
Prudent Man Advisors, LLC 0.35% Reduce -6.9% 18,680 $957K
Cullen Capital Management, LLC 0.01% Reduce -65.6% 21,063 $953K
Park National Corp. 0.04% Add +13.6% 21,050 $953K
Moors & Cabot, Inc. 0.05% Reduce -15.4% 20,984 $950K
PBMares Wealth Management LLC 0.19% Add +4.1% 20,962 $949K
Bigelow Investment Advisors, LLC 0.45% Reduce -5.0% 20,927 $947K
Ackerman Capital Advisors, LLC 0.25% Add +30.1% 20,921 $947K
Viewpoint Investment Partners Corp. 0.51% New 20,900 $946K
RHS Financial, LLC 0.53% Reduce -9.4% 20,898 $946K
Rainey & Randall Wealth Advisors Inc. 0.18% Add +0.0% 20,868 $944K
Arcadia Investment Management Corp. 0.17% Add +0.5% 20,854 $944K
Keudell/Morrison Wealth Management 0.22% Add +3.2% 20,833 $943K
Ifrah Financial Services, Inc. 0.27% Reduce -1.1% 20,818 $942K
Dark Forest Capital Management LP 0.04% Reduce -84.0% 20,746 $939K
Peak Financial Management, Inc. 0.28% Reduce -8.1% 20,735 $938K
Golden Bell Financial Planning LLC 0.91% Reduce -5.0% 20,651 $935K
Sightline Wealth Advisors, LLC 0.49% Add +44.3% 20,637 $934K
GWN Securities Inc. 0.05% New 20,220 $930K
Roberts Glore & Co. Inc. 0.28% Reduce -12.0% 20,415 $924K
Appleton Partners Inc. 0.07% Reduce -10.9% 20,339 $921K
Gould Asset Management LLC 0.19% Reduce -7.4% 20,313 $919K
Meridian Investment Counsel Inc. 0.27% Reduce -4.7% 20,313 $919K
Afg Fiduciary Services Limited Partnership 0.67% Reduce -16.1% 21,610 $918K
Busey Bank 0.03% Add +2.1% 20,067 $908K
Palisade Asset Management, LLC 0.09% Reduce -0.1% 19,968 $904K
Hickory Point Bank & Trust 0.79% No change 19,959 $903K
Tufton Capital Management 0.17% Reduce -0.5% 19,824 $897K
Dentgroup LLC 0.67% Reduce -4.2% 19,784 $895K
One Wealth Advisors, LLC 0.13% Add +17.6% 19,771 $895K
Fisher Asset Management 0.00% Reduce -21.0% 19,770 $895K
Ashton Thomas Securities, LLC 0.25% Add +0.7% 19,761 $894K
Clear Harbor Asset Management, LLC 0.07% Reduce -6.3% 19,611 $888K
Wernau Asset Management Inc. 0.92% No change 19,546 $885K
Everett Harris & Co. 0.01% Reduce -7.5% 19,493 $882K
DF Dent & Co. Inc. 0.01% No change 19,381 $877K
Medallion Wealth Advisors, LLC 0.40% Reduce -0.9% 19,179 $870K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +3.6% 19,158 $868K
Rf&l Wealth Management, LLC 0.62% Reduce -0.3% 19,144 $866K
First Interstate Bank 0.05% Reduce -1.4% 19,141 $866K
Gold Investment Management Ltd. 0.37% Reduce -56.6% 19,136 $866K
Veery Capital, LLC 0.34% Reduce -17.8% 19,113 $865K
Millennium Management 0.00% Reduce -66.5% 19,086 $864K
Long Road Investment Counsel, LLC 0.34% Add +0.5% 19,080 $864K
Swmg, LLC 0.34% Reduce -24.5% 19,107 $857K
Gladstone Institutional Advisory LLC 0.04% Reduce -5.4% 18,937 $857K
Crestwood Advisors Group, LLC 0.02% Reduce -3.6% 18,910 $856K
Virtue Capital Management, LLC 0.10% Add +15.6% 18,861 $853K
Shakespeare Wealth Management, LLC 0.23% Reduce -19.4% 18,832 $852K
Jackson Creek Investment Advisors LLC 0.27% Add +1.8% 18,808 $851K
Twin Lakes Capital Management, LLC 0.57% Add +0.1% 18,786 $850K
Five Oceans Advisors 0.40% Reduce -16.0% 18,663 $845K
Plan A Wealth LLC 0.65% Reduce -13.1% 18,597 $842K
Davidson Investment Advisors 0.04% Reduce -1.1% 18,470 $836K
High Net Worth Advisory Group LLC 0.24% Reduce -11.1% 18,442 $835K
United Advisor Group, LLC 0.17% Add +6.3% 18,408 $833K
Trek Financial, LLC 0.06% Add +3.6% 18,331 $830K
Parkside Investments, LLC 0.12% Add +1.1% 18,218 $825K
Barrett & Company, Inc. 0.35% Add +2.2% 18,183 $823K
BridgePort Financial Solutions, LLC 0.37% Reduce -2.7% 18,048 $817K
Legacy Bridge, LLC 0.45% Add +10.7% 17,932 $812K
Hutchens & Kramer Investment Management Group, LLC 0.45% Add +6.3% 17,908 $811K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.13% No change 17,900 $810K
Berkeley Capital Partners, LLC 0.22% Reduce -5.2% 17,866 $809K
Invesco Ltd. 0.00% Add +2.2% 17,865 $809K
Morling Financial Advisors, LLC 0.28% Add +16.3% 17,858 $808K
Curated Wealth Partners LLC 0.10% Reduce -4.6% 17,856 $808K
Collective Family Office LLC 0.22% Reduce -1.8% 17,851 $808K
Glass Jacobson Investment Advisors llc 0.27% No change 18,337 $808K
New Century Financial Group, LLC 0.93% Reduce -4.2% 17,842 $808K
Global Wealth Management Investment Advisory, Inc. 0.16% Reduce -0.8% 17,842 $808K
Astra Wealth Partners LLC 0.77% Add +6.4% 17,757 $804K
Obsidian Personal Planning Solutions LLC 0.36% Reduce -5.5% 17,742 $803K
Pillar Financial Advisors, LLC 0.60% Reduce -3.9% 17,736 $803K
Glassman Wealth Services 0.13% Add +198.3% 17,588 $796K
Gryphon Financial Partners LLC 0.12% Add +0.0% 17,582 $796K
Zacks Investment Management 0.01% Add +7.3% 17,565 $795K
CX Institutional 0.03% Reduce -3.0% 17,513 $793K
My Personal CFO, LLC 0.40% Reduce -3.0% 17,496 $792K
Aquire Wealth Advisors, LLC 0.24% Reduce -3.1% 17,479 $791K
Sound Financial Strategies Group, LLC 0.70% Add +78.4% 17,436 $789K
Ascent Wealth Partners, LLC 0.11% Reduce -0.9% 17,383 $787K
Integrated Investment Consultants, LLC 0.16% Reduce -7.2% 17,378 $787K
Park Edge Advisors, LLC 0.22% Reduce -8.1% 17,304 $783K
Halbert Hargrove Global Advisors, LLC 0.04% Add +3.1% 17,244 $780K
Mustard Seed Financial, LLC 0.63% Add +0.4% 17,189 $778K
Washington Trust Advisors, Inc. 0.07% Add +14.1% 17,146 $776K
HBW Advisory Services LLC 0.11% Reduce -20.5% 17,139 $776K
Gradient Capital Advisors, LLC 0.25% Reduce -3.4% 16,925 $766K
Sharper & Granite LLC 0.32% Add +32.2% 16,921 $766K
Cannon Financial Strategists, Inc. 0.13% Add +11.7% 16,809 $761K
BOS Asset Management, LLC 0.26% Reduce -5.4% 16,773 $759K
Tilson Financial Group, Inc. 0.30% Reduce -1.5% 16,778 $759K
Absolute Capital Management, LLC 0.44% Add +16.2% 16,756 $758K
Motco 0.08% Reduce -7.0% 16,687 $755K
J2 Capital Management Inc 0.69% New 16,637 $753K
Prosperity Planning, Inc. 0.34% No change 16,616 $752K
Eukles Asset Management 0.33% Reduce -3.2% 16,604 $751K
Petix & Botte Co 0.20% Add +0.0% 16,579 $750K
Baldwin Wealth Partners LLC 0.05% Add +0.5% 16,519 $748K
Warren Street Wealth Advisors, LLC 0.29% Add +14.2% 16,450 $745K
Plum Street Advisors, LLC 0.36% Reduce -0.4% 16,447 $744K
Essex Financial Services, Inc. 0.05% Reduce -0.1% 16,436 $744K
Cape Ann Savings Bank 0.46% Reduce -7.7% 16,379 $741K
Fortis Advisors, LLC 0.48% Add +0.1% 16,274 $737K
VestGen Investment Management 0.56% Reduce -87.9% 16,269 $736K
Webster Bank, N. A. 0.08% No change 16,207 $734K
Kovack Advisors, Inc. 0.08% Reduce -1.3% 16,193 $733K
Mechanics Bank Trust Department 0.10% Add +0.9% 16,150 $731K
L & S Advisors Inc 0.10% Add +32.1% 16,141 $731K
Fortis Capital Advisors, LLC 0.15% Add +77.4% 16,124 $730K
PUREfi Wealth, LLC 0.73% Reduce -2.7% 16,095 $728K
NorthStar Asset Management LLC 0.46% Reduce -0.8% 16,089 $728K
Hurley Capital, LLC 0.55% Add +9.1% 16,069 $727K
L.K. Benson & Company, P.C. 0.50% Add +2.4% 16,064 $727K
Ironwood Investment Counsel, LLC 0.13% Add +74.7% 16,031 $726K
Perritt Capital Management Inc 0.40% Reduce -17.1% 15,922 $721K
Carrera Capital Advisors 0.16% Reduce -14.2% 15,886 $719K
Rothschild & Co Wealth Management UK Ltd 0.01% Reduce -18.8% 15,782 $714K
Hikari Tsushin, Inc. 0.05% Add +19.6% 15,745 $713K
Essex LLC 0.15% Reduce -0.8% 15,675 $709K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 15,674 $709K
Chokshi & Queen Wealth Advisors, Inc 0.47% No change 15,650 $708K
Wealthspan Partners, LLC 0.33% Add +18.1% 15,588 $706K
American National Bank & Trust 0.08% Add +59.4% 15,565 $704K
Waypoint Wealth Partners Inc. 0.19% Reduce -6.4% 15,494 $701K
Kaizen Financial Strategies 0.41% Add +6.0% 15,474 $700K
Squire Investment Management Company, LLC 0.29% No change 15,366 $695K
Morton Capital Management LLC 0.13% Add +30.5% 15,354 $695K
MMBG Investment Advisors Co. 0.08% No change 15,336 $694K
Horan Securities, Inc. 0.26% Reduce -0.3% 15,319 $693K
DecisionPoint Financial, LLC 0.20% Reduce -0.8% 15,289 $692K
Adero Partners, LLC 0.05% Reduce -0.1% 15,273 $691K
Motiv8 Investments LLC 0.46% Reduce -5.1% 15,240 $690K
Lynx Investment Advisory 0.46% Reduce -8.9% 15,137 $685K
Signet Financial Management, LLC 0.09% Reduce -19.8% 15,098 $683K
Boston Research & Management Inc. 0.17% Reduce -6.8% 15,048 $681K
Quantum Financial Advisors, LLC 0.10% Add +8.6% 15,038 $681K
Lam Group, Inc. 0.50% Reduce -2.3% 15,005 $679K
Blueprint Investment Partners LLC 0.12% Add +24.3% 15,003 $679K
Note Advisors, LLC 0.56% Reduce -27.6% 14,983 $678K
Seven Mile Advisory 0.45% Add +0.0% 14,947 $677K
Saranac Partners Ltd 0.39% Reduce -1.3% 14,935 $676K
WCG Wealth Advisors LLC 0.05% Reduce -12.7% 14,844 $672K
Goelzer Investment Management, Inc. 0.04% Add +3.1% 14,813 $670K
Cohen Capital Management, Inc. 0.11% Reduce -1.7% 14,810 $670K
Disciplined Investors, L.L.C. 0.60% Add +8.7% 14,783 $669K
W1M Asset Management Ltd 0.06% New 14,715 $666K
Sapient Capital LLC 0.01% Reduce -16.0% 14,695 $665K
Emerald Advisors, LLC 0.09% Add +2.3% 14,681 $664K
Missouri Trust & Investment Co 0.23% Reduce -0.1% 14,678 $664K
Glen Eagle Advisors, LLC 0.11% Add +1.7% 14,656 $663K
Madden Advisory Services, Inc. 0.31% Add +2.3% 14,613 $661K
Aaron Wealth Advisors LLC 0.08% No change 14,542 $658K
Geometric Wealth Advisors 0.11% Add +73.0% 14,507 $657K
Marshall Financial Group Inc. 0.21% Reduce -4.8% 14,482 $655K
Weik Capital Management 0.27% No change 14,425 $653K
Nottingham Advisors, Inc. 0.10% Reduce -57.6% 14,414 $652K
Cora Capital Advisors LLC 0.31% Reduce -3.2% 14,409 $652K
Columbia Asset Management 0.13% New 14,382 $651K
Cohen Investment Advisors LLC 0.38% Add +9.4% 14,361 $650K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -14.9% 14,316 $648K
Capital Management Associates, Inc 0.15% Add +17.3% 14,312 $648K
Flputnam Investment Management Co. 0.01% Reduce -9.5% 14,292 $647K
Rehmann Capital Advisory Group 0.04% Reduce -12.9% 14,274 $646K
IHT Wealth Management, LLC 0.02% Reduce -3.6% 14,180 $642K
ARK & TLK Investments, LLC 0.22% Reduce -0.8% 14,107 $638K
Norway Savings Bank 0.36% Reduce -37.7% 14,100 $638K
Valley Forge Investment Consultants Inc. Adv 0.23% Add +40.3% 14,064 $637K
Radnor Capital Management, LLC 0.11% No change 14,060 $636K
Stratos Investment Management, LLC 0.03% Reduce -12.2% 14,040 $635K
American Financial & Tax Strategies Inc. 0.34% Add +0.7% 14,020 $635K
PKS Advisory Services, LLC 0.17% Reduce -72.3% 13,997 $634K
Kraft Asset Management, LLC 0.58% Add +0.4% 13,962 $632K
Nicolet Bankshares Inc. 0.13% Add +27.8% 13,907 $629K
Revolve Wealth Partners, LLC 0.09% Reduce -1.6% 13,900 $629K
Petra Financial Advisors Inc. 0.52% Reduce -8.1% 13,885 $628K
Beaird Harris Wealth Management, LLC 0.05% Reduce -11.9% 13,823 $626K
GEN Financial Management, INC. 0.42% New 13,773 $623K
Greenfield Savings Bank 0.31% Add +6.5% 13,761 $623K
FineMark National Bank & Trust 0.02% Add +16.8% 13,741 $622K
DGS Capital Management, LLC 0.16% Add +4.3% 13,739 $622K
Old Second National Bank of Aurora 0.15% Add +7.6% 13,731 $621K
Goldstein Advisors, LLC 0.09% Add +75.2% 13,700 $620K
Kingswood Wealth Advisors, LLC 0.06% Add +28.7% 13,694 $620K
HTG Investment Advisors, Inc. 0.26% Reduce -5.1% 13,674 $619K
Holos Integrated Wealth LLC 0.40% Reduce -80.9% 13,571 $614K
Wealth Architects, LLC 0.07% Add +28.1% 13,548 $613K
AlphaCore Capital LLC 0.05% New 13,490 $611K
Austin Asset Management Co Inc 0.13% Add +12.4% 13,486 $610K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -9.3% 13,471 $610K
Stordahl Capital Management, Inc. 0.14% Reduce -1.7% 13,452 $609K
IFG Advisory, LLC 0.03% Add +4.1% 13,446 $609K
NorthLanding Financial Partners, LLC 0.60% Reduce -0.7% 13,404 $607K
Verus Capital Partners, LLC 0.06% Reduce -2.5% 13,337 $604K
Calton & Associates, Inc. 0.14% New 13,336 $604K
True North Advisors, LLC 0.11% Add +27.0% 13,299 $602K
American Century Companies Inc. 0.00% New 13,295 $602K
Insigneo Advisory Services, LLC 0.06% Reduce -11.7% 13,285 $601K
Key Financial Inc 0.13% Reduce -8.9% 13,243 $599K
True Vision MN LLC 0.36% Reduce -1.5% 13,218 $598K
SeaBridge Investment Advisors LLC 0.13% No change 13,211 $598K
Guardian Financial Partners, LLC 0.29% New 13,195 $597K
Private Wealth Management Group, LLC 0.22% Reduce -0.6% 13,161 $596K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.8% 13,151 $595K
Nautilus Advisors LLC 0.49% No change 13,142 $595K
Elevation Point Wealth Partners, LLC 0.05% Reduce -1.6% 13,110 $593K
Schwartz Investment Counsel Inc. 0.02% Add +0.1% 13,076 $592K
Avalon Capital Management 0.17% Reduce -50.5% 13,031 $590K
Ocean Park Asset Management, LLC 0.02% Add +84.4% 12,892 $583K
Exchange Traded Concepts, LLC 0.01% Add +84.4% 12,892 $583K
Net Worth Advisory Group 0.18% Reduce -9.3% 12,874 $583K
Westmount Partners, LLC 0.18% Add +0.0% 12,872 $583K
Cynosure Group, LLC 0.08% Add +3.9% 12,855 $582K
BBR Partners, LLC 0.04% Add +0.4% 12,852 $582K
Sterling Investment Advisors, Ltd. 0.14% No change 12,851 $582K
Next Capital Management LLC 0.28% Add +0.0% 12,790 $579K
Opinicus Capital, Inc. 0.51% Add +1.6% 12,785 $579K
Parkworth Wealth Management, Inc. 0.46% Add +20.5% 12,712 $575K
Optimum Investment Advisors 0.27% Reduce -5.9% 12,710 $575K
Black Cypress Capital Management, LLC 0.52% Add +0.2% 12,561 $569K
Rothschild Capital Partners, LLC 0.15% Add +2.7% 12,551 $568K
Fulton Bank, N.A. 0.02% Add +3.4% 12,548 $568K
National Philanthropic Trust 0.01% No change 12,492 $565K
North Capital, Inc. 0.53% — 12,488 $565K
Atlas Brown,Inc. 0.20% Reduce -0.1% 12,432 $563K
William Mack & Associates, Inc. 0.48% Add +4.4% 12,421 $562K
Total Clarity Wealth Management, Inc. 0.18% No change 12,735 $561K
Ascentis Wealth Management, LLC 0.18% Add +109.3% 12,328 $560K
Alpha Omega Wealth Management LLC 0.11% Reduce -0.1% 12,338 $558K
Golden State Wealth Management, LLC 0.08% Add +0.5% 12,334 $558K
White Pine Capital LLC 0.19% Reduce -3.3% 12,304 $557K
Tandem Financial, LLC 0.61% Add +0.8% 12,283 $556K
Bedel Financial Consulting, Inc. 0.08% Reduce -4.0% 11,933 $556K
River Wealth Advisors LLC 0.08% Reduce -21.3% 12,237 $554K
PFG Investments, LLC 0.04% Reduce -2.5% 12,203 $552K
Wealthstream Advisors, Inc. 0.10% Add +6.0% 12,159 $550K
True Link Financial Advisors, LLC 0.04% New 12,149 $550K
Rockport Wealth LLC 0.19% Reduce -18.7% 12,147 $550K
Cozad Asset Management Inc. 0.05% Reduce -1.9% 12,138 $549K
Keystone Financial Group 0.06% Reduce -9.7% 12,130 $549K
Voya Financial Advisors, Inc. 0.06% Reduce -2.6% 12,050 $546K
Michels Family Financial, LLC 0.49% Add +5.1% 12,011 $544K
Romano Brothers and Company 0.07% No change 11,998 $543K
Firestone Capital Management 0.14% Add +0.0% 11,977 $542K
Strategic Financial Services, Inc. 0.03% Add +3.9% 11,950 $541K
McIlrath & Eck, LLC 0.07% Add +1.5% 11,918 $539K
Russell Investments Group, Ltd. 0.00% Add +18.1% 11,873 $537K
Cambridge Financial Group, LLC 0.23% Add +0.1% 11,802 $534K
Axis Wealth Partners, LLC 0.39% Add +5.0% 11,752 $532K
Rappaport Reiches Capital Management, LLC 0.13% Add +1.3% 11,684 $529K
Etesian Wealth Advisors, Inc. 0.23% Reduce -7.5% 11,602 $525K
Kestra Investment Management, LLC 0.01% Reduce -64.5% 11,564 $523K
Crux Wealth Advisors 0.27% Add +14.7% 11,562 $523K
Forum Financial Management, LP 0.01% Reduce -3.2% 11,559 $523K
Jaffetilchin Investment Partners, LLC 0.04% Add +5.8% 11,534 $522K
City Center Advisors, LLC 0.61% Reduce -3.4% 11,474 $519K
TCI Wealth Advisors, Inc. 0.04% Add +0.5% 11,425 $517K
Brown Wealth Management, LLC 0.18% Reduce -7.5% 11,425 $517K
Willow Creek Wealth Management Inc. 0.05% Add +2.7% 11,410 $516K
MSH Capital Advisors LLC 0.16% No change 11,385 $515K
Arista Wealth Management, LLC 0.12% Reduce -13.3% 11,371 $515K
Sage Capital Advisors,llc 0.13% Add +2.9% 11,371 $515K
Platform Technology Partners 0.15% Reduce -3.5% 11,349 $514K
Financial Life Advisors 0.19% Reduce -22.8% 11,322 $512K
Balentine LLC 0.02% Reduce -51.2% 11,301 $511K
Total Wealth Planning, LLC 0.08% Reduce -5.4% 11,186 $506K
Clientfirst Wealth Management, LLC 0.57% No change 11,180 $506K
ETF Portfolio Partners, Inc. 0.15% No change 11,173 $506K
Montag A & Associates Inc. 0.03% Reduce -75.0% 11,127 $504K
Silver Oak Advisory Group, Inc. 0.27% Add +5.2% 11,119 $503K
RCS Financial Planning, LLC 0.27% Add +5.3% 11,094 $502K
Choate Investment Advisors 0.01% Add +62.5% 11,091 $502K
Harbour Capital Advisors, LLC 0.12% Reduce -3.9% 11,244 $502K
SlateStone Wealth, LLC 0.05% Reduce -1.8% 11,075 $501K
Baker Ellis Asset Management LLC 0.07% Reduce -0.9% 11,069 $501K
Founders Financial Alliance, LLC 0.12% Add +90.7% 11,048 $500K
Live Oak Private Wealth LLC 0.08% Add +1.9% 11,036 $499K
LexAurum Advisors, LLC 0.10% Add +4.6% 11,033 $499K
Peak Asset Management, LLC 0.09% Add +2.5% 11,022 $499K
Balanced Rock Investment Advisors LLC 0.40% Add +3.3% 10,986 $497K
Lincoln Capital LLC 0.10% Add +2.2% 11,278 $497K
MeadowBrook Investment Advisors LLC 0.47% Reduce -3.0% 10,966 $496K
Wealth Group, Ltd. 0.32% Add +4.2% 10,954 $496K
Schechter Investment Advisors, LLC 0.04% No change 10,939 $495K
Boltwood Capital Management 0.15% Add +0.0% 10,938 $495K
Cura Wealth Advisors, LLC 0.20% No change 10,904 $494K
Baker Boyer National Bank 0.18% Reduce -65.5% 10,829 $490K
Quent Capital, LLC 0.05% Add +0.1% 10,814 $489K
Peirce Capital Management, LLC 0.24% No change 10,783 $488K
QRG Capital Management, Inc. 0.01% Reduce -42.3% 10,756 $487K
New Republic Capital, LLC 0.21% Reduce -3.4% 10,710 $485K
Alliance Wealth Advisors, LLC 0.28% Add +0.1% 10,707 $485K
Alamar Capital Management, LLC 0.29% Reduce -23.7% 10,666 $483K
WealthCollab, LLC 0.30% Reduce -2.1% 10,642 $482K
Florida Trust Wealth Management Co 0.02% Add +16.4% 10,626 $481K
LRI Investments, LLC 0.05% Add +3419.6% 10,594 $479K
Boston Family Office LLC 0.03% Add +0.4% 10,589 $479K
J. W. Coons Advisors, LLC 0.13% No change 10,538 $477K
Lion Street Advisors, LLC 0.15% Reduce -11.1% 10,532 $477K
Smith Anglin Financial, LLC 0.05% Reduce -3.9% 10,513 $476K
Country Club Bank 0.03% Reduce -2.2% 10,501 $476K
Buckhead Capital Management LLC 0.15% Add +7.1% 10,512 $476K
Tenon Financial LLC 0.29% Add +0.1% 10,480 $474K
Meredith Wealth Planning 0.21% Reduce -9.8% 10,475 $474K
Ade, LLC 0.27% Add +0.0% 10,472 $474K
Wescott Financial Advisory Group, LLC 0.05% Reduce -1.9% 10,461 $473K
Montecito Bank & Trust 0.08% Add +2.5% 10,357 $469K
Bridgewater Advisors Inc. 0.04% Reduce -22.1% 10,379 $469K
Spinnaker Trust 0.03% Reduce -1.3% 10,351 $468K
Indiana Trust & Investment Management Co 0.17% Reduce -0.1% 10,285 $465K
SKY-Mountain Capital Management, Inc. 0.39% — 10,245 $464K
Archvest Wealth Advisors, Inc. 0.38% Reduce -8.8% 10,177 $461K
Planning Directions Inc. 0.20% New 10,170 $460K
Lakeridge Wealth Management LLC 0.23% Reduce -3.5% 10,148 $459K
Michael A. Dubis Financial Planning, LLC 0.45% Add +0.2% 10,131 $459K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $458K
Neumann Capital Management, LLC 0.16% Reduce -52.1% 10,100 $457K
Westwood Holdings Group Inc. 0.00% Add +0.0% 10,095 $457K
Sequent Planning LLC 0.16% Reduce -2.3% 10,083 $456K
Maxele Advisors, LLC 0.44% Reduce -5.4% 10,080 $456K
Essex Bank 0.11% Reduce -38.3% 10,070 $456K
Tradition Wealth Management, LLC 0.04% Add +6.4% 10,053 $455K
Citrine Capital LLC 0.28% Reduce -4.6% 10,034 $454K
Evergreen Wealth Management, LLC 0.27% Reduce -50.9% 10,023 $454K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -3.0% 10,022 $454K
Trivium Point Advisory, LLC 0.06% Add +7.8% 10,006 $453K
LCM Capital Management Inc 0.27% Add +6.8% 9,989 $452K
State Street Corp. 0.00% Add +1.8% 9,969 $451K
Charis Legacy Partners, LLC 0.85% Add +9.9% 9,966 $451K
KG Capital Management 0.15% Add +3.1% 9,947 $450K
Tiemann Investment Advisors, LLC 0.20% No change 9,905 $448K
LaSalle St. Investment Advisors, LLC 0.11% Add +3.0% 9,908 $448K
LVM Capital Management Ltd. 0.05% Reduce -2.6% 9,834 $445K
Cloud Capital Management, LLC 0.32% — 9,821 $444K
Syverson Strege & Co 0.14% No change 9,807 $444K
Monograph Wealth Advisors, LLC 0.06% No change 9,783 $443K
Leverty Financial Group, LLC 0.18% New 9,764 $442K
Sachetta, LLC 0.18% Reduce -1.0% 9,752 $441K
Capstone Investment Advisors, LLC 0.01% New 9,715 $440K
Clearstead Trust, LLC 0.10% Reduce -1.4% 9,701 $439K
Beese Fulmer Investment Management, Inc. 0.04% Add +4.7% 9,698 $439K
Jacobi Capital Management LLC 0.03% Add +21.8% 9,685 $438K
Forthright Family Wealth Advisory LLC 0.29% Reduce -18.7% 9,678 $438K
Optimist Retirement Group LLC 0.22% Reduce -5.6% 9,666 $437K
M3 Advisory Group, LLC 0.34% Add +0.3% 9,641 $436K
McLean Asset Management Corp 0.14% Reduce -57.2% 10,922 $436K
McCarter Private Wealth Services LLC 0.28% Add +5.6% 9,607 $435K
Icon Wealth Advisors, LLC 0.04% Add +0.0% 9,589 $434K
Stevens Capital Partners 0.20% Reduce -4.2% 9,546 $432K
MBA Advisors LLC 0.21% Reduce -0.0% 9,542 $432K
Capital Investment Advisory Services, LLC 0.04% Add +8.1% 9,531 $431K
SGL Investment Advisors, Inc. 0.23% Add +20.3% 9,381 $431K
Oarsman Capital, Inc. 0.08% Reduce -4.0% 9,511 $430K
Moneco Advisors, LLC 0.04% Reduce -10.8% 9,510 $430K
Obermeyer Wealth Partners 0.02% No change 9,494 $430K
TFB Advisors LLC 0.12% Reduce -23.1% 9,481 $429K
Security National Bank of So Dak 0.24% Reduce -1.3% 9,475 $429K
GAMMA Investing LLC 0.03% Add +56.9% 9,475 $429K
ETF Store, Inc. 0.53% Reduce -0.3% 9,466 $428K
Optima Capital LLC 0.27% Reduce -22.0% 9,426 $427K
Summit Global Investments 0.03% Reduce -12.2% 9,401 $425K
Probity Advisors, Inc. 0.08% Reduce -1.6% 9,387 $425K
Portland Financial Advisors Inc 1.08% Add +26.2% 9,294 $421K
Murphy & Mullick Capital Management Corp 0.41% Reduce -8.4% 9,284 $420K
Urban Financial Advisory Corp 0.23% Add +92.3% 9,204 $417K
Bridgewealth Advisory Group, LLC 0.55% Reduce -84.2% 9,179 $415K
Guyasuta Investment Advisors Inc. 0.03% Reduce -0.2% 9,159 $415K
Sunpointe, LLC 0.22% Reduce -5.3% 9,076 $411K
Baldwin Investment Management, LLC 0.05% Reduce -17.9% 9,057 $410K
Sawgrass Asset Management LLC 0.05% No change 9,036 $409K
Patten & Patten Inc. 0.03% Reduce -10.4% 9,000 $407K
Burt Wealth Advisors 0.10% No change 8,963 $406K
Clifford Swan Investment Counsel LLC 0.01% Reduce -38.5% 8,956 $405K
Trexquant Investment LP 0.00% Add +12.8% 8,925 $404K
Occidental Asset Management, LLC 0.06% New 8,921 $404K
Founders Financial Securities LLC 0.03% Reduce -11.8% 8,971 $404K
Horizons Wealth Management 0.30% Add +0.3% 8,905 $403K
Post Resch Tallon Group Inc. 0.41% Reduce -3.8% 8,916 $403K
Councilmark Asset Management, LLC 0.27% No change 8,840 $400K
Duncker Streett & Co. Inc. 0.08% Add +0.1% 8,787 $398K
Caldwell Trust Co 0.04% Reduce -0.0% 8,741 $396K
Sage Investment Counsel LLC 0.50% Add +12.1% 8,657 $392K
Sagespring Wealth Partners, LLC 0.01% Reduce -18.6% 8,615 $390K
Vawter Financial, Ltd. 0.22% Add +20.1% 8,589 $389K
SeaCrest Wealth Management, LLC 0.04% Reduce -3.7% 8,532 $386K
First PREMIER Bank 0.10% Reduce -24.0% 8,532 $386K
Atlanta Consulting Group Advisors, LLC 0.11% No change 8,511 $385K
Dover Advisors, LLC 0.17% New 8,510 $385K
Gries Financial LLC 0.07% Reduce -2.1% 8,505 $385K
Klingenstein Fields & Co. LP 0.02% No change 8,498 $385K
Colorado Capital Management, Inc. 0.18% Reduce -2.3% 8,485 $384K
Prosperity Consulting Group, LLC 0.03% Reduce -37.6% 8,472 $383K
Ironwood Wealth Management, LLC. 0.12% Add +0.9% 8,464 $383K
Graypoint LLC 0.02% Reduce -8.4% 8,452 $383K
Hill Island Financial LLC 0.11% No change 8,425 $381K
Pennington Partners & Co., LLC 0.22% Add +41.4% 8,381 $379K
Telos Capital Management, Inc. 0.04% Reduce -0.1% 8,362 $378K
Omnia Family Wealth, LLC 0.16% Reduce -1.8% 8,344 $378K
Twin Peaks Wealth Advisors, LLC 0.17% Add +0.7% 8,678 $378K
Sterling Capital Management LLC 0.01% Reduce -16.5% 8,342 $378K
Uptown Financial Advisors LLC 0.39% Add +0.6% 8,325 $377K
Cooper Financial Group 0.05% Add +0.4% 8,324 $377K
Triad Wealth Partners, LLC 0.12% Add +13.6% 8,323 $377K
Cordgrass Capital Advisors, LLC 0.11% No change 8,248 $373K
Forefront Wealth Partners, LLC 0.25% New 8,242 $373K
Evolution Wealth Advisors, LLC 0.06% Reduce -1.1% 8,226 $372K
Inscription Capital, LLC 0.06% — 8,910 $372K
Beacon Financial Advisory LLC 0.11% New 8,219 $372K
Coordinated Financial Services, Inc. 0.29% — 8,182 $370K
EnRich Financial Partners LLC 0.12% Add +0.2% 8,144 $369K
Pinney & Scofield, Inc. 0.27% No change 8,135 $368K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Add +0.4% 8,122 $368K
Exchange Bank 0.29% Reduce -3.4% 8,076 $366K
Pinnacle Financial Group, LLC / IL 0.13% Reduce -0.3% 8,074 $365K
Blue Barn Wealth, LLC 0.19% Reduce -5.6% 8,056 $365K
Legacy Wealth Asset Management, LLC 0.10% Reduce -0.7% 8,056 $365K
Smith Salley Wealth Management 0.02% Reduce -1.0% 8,052 $364K
Clear Creek Financial Management, LLC 0.04% New 8,037 $364K
JTC Employer Solutions Trustee Ltd 0.03% No change 8,020 $363K
Client 1ST Advisory Group, LLC 0.14% No change 8,019 $363K
Magnolia Private Wealth, LLC 0.31% Add +557.7% 47,126 $363K
Intergy Private Wealth, LLC 0.14% Add +3.3% 8,007 $362K
Southland Equity Partners LLC 0.08% Add +0.0% 7,980 $361K
Maryland Capital Advisors Inc. 0.16% Reduce -1.3% 7,979 $361K
TPG Advisors LLC 0.28% No change 7,956 $360K
Kathleen S. Wright Associates Inc. 0.15% Reduce -5.0% 7,944 $360K
TFG Advisers LLC 0.13% Reduce -8.8% 7,904 $358K
Inlight Wealth Management, LLC 0.22% Reduce -0.2% 70,034 $358K
Hubbell Strickland Wealth Management, LLC 0.17% Add +0.1% 7,872 $356K
Dimension Capital Management LLC 0.06% No change 7,852 $355K
Forza Wealth Management, LLC 0.16% No change 7,847 $355K
Fee-Only Financial Planning, L.C. 0.24% Reduce -5.7% 7,840 $355K
Canal Capital Management, LLC 0.06% New 7,827 $354K
Thompson Siegel & Walmsley LLC 0.01% Reduce -4.4% 7,818 $354K
LVW Advisors, LLC 0.04% Reduce -0.1% 7,821 $354K
Melfa Wealth Management, Inc. 0.24% Add +0.0% 7,770 $352K
Integris Wealth Management, LLC 0.10% Reduce -2.0% 7,764 $351K
SMH Capital Advisors Inc. 0.81% Add +0.0% 7,731 $350K
Howard Financial Services, LTD. 0.05% Add +0.0% 7,730 $350K
Broadleaf Partners, LLC 0.09% No change 7,718 $349K
CGC Financial Services, LLC 0.14% Reduce -9.3% 7,698 $348K
Mission Financial Group, LLC 0.32% — 6,442 $348K
Raleigh Capital Management Inc. 0.16% Add +2.3% 7,626 $345K
Clayton Financial Group LLC 0.13% Add +4.5% 7,617 $345K
Cannell & Spears LLC 0.01% No change 7,610 $344K
LS Investment Advisors, LLC 0.05% No change 7,607 $344K
Cornerstone Advisors Asset Management, LLC 0.07% New 7,599 $344K
Shorepoint Capital Partners LLC 0.08% Add +0.3% 7,595 $344K
Jeppson Wealth Management, LLC 0.13% Reduce -0.1% 7,590 $344K
Poplar Forest Capital LLC 0.06% New 7,589 $343K
RDA Financial Network 0.10% Reduce -40.6% 7,537 $341K
Goepper Burkhardt LLC 0.14% New 7,536 $341K
Coastwise Capital Group, LLC 0.29% No change 7,536 $341K
St. Clair Advisors, LLC 0.10% Add +0.1% 7,520 $340K
DKM Wealth Management, Inc. 0.33% No change 7,446 $337K
Aua Capital Management, LLC 0.22% Reduce -13.9% 7,391 $335K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -1.6% 7,378 $334K
Heritage Financial Services, LLC 0.03% Reduce -40.3% 7,319 $331K
Accurate Wealth Management, LLC 0.06% Reduce -4.7% 7,663 $330K
Latitude Advisors, LLC 0.19% Add +7.9% 7,262 $329K
Cape Investment Advisory, Inc. 0.13% Add +102.5% 7,257 $328K
Western Wealth Management, LLC 0.02% Reduce -70.0% 7,251 $328K
Financial Perspectives, Inc 0.11% Add +1.3% 7,247 $328K
Stage Harbor Financial, LLC 0.28% New 7,213 $326K
Narwhal Capital Management 0.03% No change 7,190 $325K
Fortress Wealth Management, Inc. 0.17% Reduce -2.5% 7,184 $325K
Marino, Stram & Associates LLC 0.07% Reduce -16.3% 7,180 $325K
Ballentine Capital Advisors, Inc 0.16% Reduce -0.3% 7,149 $324K
Pacific Financial Group Inc. 0.26% Add +5.2% 7,147 $323K
LCNB Corp. 0.12% Add +49.6% 7,144 $323K
Cromwell Holdings LLC 0.21% Reduce -50.5% 7,110 $322K
Matisse Capital 0.17% No change 7,107 $322K
Mayfair Advisory Group, LLC 0.19% Add +2.8% 7,100 $321K
Milestone Asset Management Group, LLC 0.29% Add +3.4% 7,092 $321K
Safeguard Financial, LLC 0.07% Add +49.7% 7,045 $319K
Benningfield Financial Advisors, LLC 0.30% No change 7,008 $317K
Wealth Management Nebraska 0.05% Add +0.1% 7,007 $317K
1832 Asset Management L.P. 0.00% Add +5.3% 6,992 $316K
Index Fund Advisors, Inc. 0.02% Reduce -0.9% 6,989 $316K
RiverFront Investment Group, LLC 0.01% Add +21.4% 6,975 $316K
Impact Capital Partners LLC 0.11% Add +23.3% 6,973 $316K
Twin City Private Wealth, LLC 0.28% Add +0.3% 6,970 $315K
Level Four Advisory Services, LLC 0.01% Reduce -13.9% 6,941 $314K
Mma Asset Management LLC 0.13% Reduce -22.0% 6,908 $313K
Financial Alternatives, Inc 0.22% Reduce -13.2% 6,904 $312K
Logan Capital Management Inc. 0.01% Add +2.5% 6,893 $312K
Nicolet Advisory Services, LLC 0.03% Reduce -12.2% 7,419 $311K
L.M. Kohn & Company 0.08% Reduce -19.9% 6,864 $311K
Caliber Wealth Management, LLC / KS 0.04% — 6,853 $310K
Insight Advisors, LLC/ PA 0.05% Add +0.0% 6,844 $310K
Dearborn Partners LLC 0.01% Add +5.1% 6,844 $310K
Legacy Financial Group LLC 0.05% Reduce -7.6% 6,833 $309K
TFC Financial Management, Inc. 0.05% No change 6,815 $308K
Moody LYNN Lieberson & Walker, LLC 0.02% New 6,798 $308K
First Financial Bank - Trust Division 0.03% Reduce -4.8% 6,773 $307K
Independent Wealth Network Inc. 0.12% Add +3.8% 6,761 $306K
Perennial Investment Advisors, LLC 0.03% Add +2.1% 6,758 $306K
MJT & Associates Financial Advisory Group, Inc. 0.29% — 6,754 $306K
Swisher Financial Concepts, Inc. 0.25% Add +13.6% 6,714 $304K
Americana Partners, LLC 0.01% No change 6,711 $304K
Proficio Capital Partners LLC 0.02% No change 6,705 $303K
Vestia Personal Wealth Advisors 0.24% Reduce -2.8% 6,695 $303K
Acorn Wealth Advisors, LLC 0.13% Add +2.5% 6,689 $303K
YHB Investment Advisors, Inc. 0.03% Reduce -5.0% 6,678 $302K
Evernest Financial Advisors, LLC 0.11% Add +0.1% 6,661 $301K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -16.5% 6,660 $301K
Orgel Wealth Management, LLC 0.01% Reduce -69.2% 6,660 $301K
Freestate Advisors LLC 0.30% Add +11.1% 6,652 $301K
Patton Albertson Miller Group, LLC 0.04% No change 6,625 $300K
JBR Co Financial Management Inc 0.17% No change 6,602 $299K
MAS Advisors LLC 0.46% Add +0.1% 6,600 $299K
RAM Investment Partners, LLC 0.07% Reduce -24.9% 6,586 $298K
Cardinal Point Capital Management ULC 0.03% New 6,581 $298K
Leigh Baldwin & Co., LLC 0.24% Add +3.9% 6,577 $298K
Potomac Fund Management Inc. 0.13% Reduce -13.1% 6,853 $297K
Oak Family Advisors, LLC 0.12% Reduce -75.6% 6,557 $297K
ABLE Financial Group, LLC 0.08% Add +7.2% 6,542 $296K
Bell Investment Advisors, Inc 0.05% Add +0.1% 6,512 $295K
Essential Planning, LLC. 0.12% Reduce -98.3% 6,504 $294K
Accel Wealth Management 0.11% Reduce -3.3% 6,496 $294K
Elser Financial Planning, Inc 0.40% Reduce -3.6% 6,452 $292K
Oldfather Financial Services, LLC 0.11% Add +6.3% 6,417 $290K
Libra Wealth LLC 0.11% New 6,417 $290K
Destination Wealth Management 0.01% New 6,417 $290K
Claris Financial LLC 0.19% No change 6,567 $289K
VeraBank, N.A. 0.08% No change 6,382 $289K
Colton Groome Financial Advisors, LLC 0.11% Add +4.2% 6,350 $287K
Trifecta Capital Advisors, LLC 0.06% No change 6,348 $287K
Alteri Wealth LLC 0.13% New 6,348 $287K
Sonoma Private Wealth LLC 0.40% New 6,344 $287K
Affinity Capital Advisors, LLC 0.06% Add +1.5% 6,660 $287K
Calamos Wealth Management LLC 0.01% New 6,335 $287K
Financial Freedom, LLC 0.16% Add +1.4% 6,306 $285K
Clarity Wealth Advisors, LLC 0.08% Reduce -5.0% 6,288 $285K
Clearwater Capital Advisors, LLC 0.03% Add +2.6% 6,287 $285K
Binnacle Investments Inc 0.21% — 6,269 $284K
Sage Mountain Advisors LLC 0.02% No change 6,258 $283K
Summit Wealth & Retirement Planning, Inc. 0.09% Add +8.1% 6,255 $283K
Riverview Capital Advisers, LLC 0.09% Reduce -39.9% 6,253 $283K
FAS Wealth Partners, Inc. 0.02% Reduce -11.6% 6,250 $283K
Sterling Financial Planning, Inc. 0.10% No change 6,249 $283K
MIdWestOne Financial Group, Inc. 0.04% No change 6,243 $283K
Laffer Tengler Investments, Inc. 0.07% No change 6,227 $282K
CVA Family Office, LLC 0.04% Add +0.0% 6,222 $282K
Montgomery Investment Management Inc. 0.11% No change 6,200 $281K
Ledyard National Bank 0.03% New 6,195 $280K
Kirtland Hills Capital Management, LLC 0.17% Add +41.5% 6,471 $280K
Stockman Wealth Management, Inc. 0.04% Reduce -98.2% 6,177 $280K
Clarendon Private LLC 0.29% No change 6,159 $279K
Camelot Technology Advisors, Inc. 0.26% Add +0.0% 6,159 $279K
Retirement Income Solutions, Inc. 0.06% Add +3.1% 6,111 $277K
Bond & Devick Financial Network, Inc. 0.10% No change 6,082 $275K
Evergreen Private Wealth LLC 0.13% Reduce -2.3% 6,057 $274K
Activest Wealth Management 0.07% Reduce -5.0% 6,046 $274K
Pettinga Financial Advisors LLC 0.06% Reduce -14.2% 6,033 $273K
New Harbor Financial Group, LLC 0.07% Add +1.4% 6,030 $273K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +24.1% 6,017 $272K
Fidelity D & D Bancorp Inc. 0.18% Reduce -0.4% 6,015 $272K
KKM Financial LLC 0.11% Reduce -0.2% 5,931 $271K
Anchor Investment Management, LLC 0.03% Reduce -0.1% 5,991 $271K
Ruedi Wealth Management, Inc. 0.08% Add +2.7% 5,960 $270K
Front Row Advisors LLC 0.10% Reduce -0.5% 5,925 $268K
Teachers Insurance & Annuity Association of America 0.36% No change 5,894 $267K
Pitti Group Wealth Management, LLC 0.27% Add +0.1% 5,872 $266K
Investmark Advisory Group LLC 0.13% Add +0.1% 5,864 $265K
Fortis Capital Management LLC 0.05% New 5,855 $265K
Madison Asset Management, LLC 0.00% No change 5,851 $265K
Pioneer Wealth Management Group 0.11% — 5,842 $264K
Curran Financial Partners, LLC 0.06% Reduce -4.3% 5,842 $264K
Transcendent Capital Group LLC 0.15% Add +2.4% 5,799 $262K
Sloy Dahl & Holst, LLC 0.05% Reduce -7.1% 5,771 $261K
Altfest L J & Co. Inc. 0.03% Add +17.8% 5,769 $261K
Center For Asset Management LLC 0.16% New 5,759 $261K
Capstone Wealth Management Group LLC 0.21% Reduce -32.4% 5,748 $260K
Adirondack Trust Co. 0.10% Add +1.4% 5,719 $259K
Stanich Group LLC 0.19% Add +0.0% 5,715 $259K
Fairman Group, LLC 0.24% Reduce -6.2% 5,910 $259K
Seneschal Advisors, LLC 0.22% Add +0.1% 5,689 $257K
Primoris Wealth Advisors, LLC 0.20% Add +3.3% 5,682 $257K
Arlington Trust Co LLC 0.05% Add +30.7% 5,680 $257K
AAF Wealth Management, LLC 0.14% Add +6.0% 5,676 $257K
WPG Advisers, LLC 0.24% Reduce -32.7% 5,664 $256K
Pallas Capital Advisors LLC 0.01% New 5,638 $255K
Argent Advisors, Inc. 0.09% Add +0.2% 5,636 $255K
Empirical Asset Management, LLC 0.09% Reduce -91.7% 5,621 $254K
2UniFi Bank 0.16% Reduce -1.5% 5,676 $254K
Alexander Randolph Advisory, Inc. 0.25% No change 5,583 $253K
Seed Wealth Management, Inc. 0.20% No change 5,550 $251K
Security National Bank of Sioux City Iowa 0.18% Reduce -0.7% 5,540 $251K
Richardson Financial Services Inc. 0.19% Reduce -69.1% 5,538 $251K
Yoffe Investment Management, LLC 0.37% No change 5,529 $250K
William Howard & Co Financial Advisors Inc 0.23% Add +0.0% 5,522 $250K
Jag Capital Management, LLC 0.03% No change 5,515 $250K
Mystic Asset Management, Inc. 0.07% Add +1.0% 5,481 $248K
Resources Management Corp. /CT/ 0.03% Reduce -8.9% 5,470 $248K
Lodestone Wealth Management LLC 0.13% No change 5,479 $248K
Gibraltar Capital Management, Inc. 0.05% New 5,479 $248K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $247K
Olde Wealth Management, LLC 0.09% Reduce -0.6% 5,477 $247K
Richard W. Paul & Associates, LLC 0.10% Reduce -4.5% 5,450 $247K
Secure Asset Management, LLC 0.05% New 5,448 $247K
Capital Advisors Wealth Management, LLC 0.04% Add +0.0% 5,446 $246K
Strait & Sound Wealth Management LLC 0.11% No change 5,436 $246K
Integral Investment Advisors, Inc. 0.08% Reduce -22.8% 5,418 $245K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -48.6% 5,414 $245K
Certuity, LLC 0.03% No change 5,347 $242K
SC&H Financial Advisors, Inc. 0.05% Add +0.0% 5,319 $241K
Integrity Alliance, Llc. 0.01% New 5,277 $239K
Capasso Planning Partners LLC 0.10% Reduce -30.8% 5,271 $239K
Evelyn Partners Asset Management Ltd 0.07% Reduce -29.1% 5,267 $238K
Five Pine Wealth Management 0.19% Add +0.4% 5,255 $238K
Biltmore Family Office, LLC 0.04% No change 5,245 $237K
Forum Private Client Group LLC 0.10% Reduce -10.6% 5,204 $236K
Northstar Advisory Group, LLC 0.15% Add +1.6% 5,191 $235K
Orca Wealth Management, LLC 0.21% Add +0.0% 5,158 $233K
Redmond Asset Management, LLC 0.06% Add +0.0% 5,156 $233K
WealthPLAN Partners, LLC 0.03% New 5,154 $233K
Villere St Denis J & Co. LLC 0.02% No change 5,153 $233K
MPS Loria Financial Planners, LLC 0.07% Add +0.1% 5,153 $233K
Realta Investment Advisors 0.11% Add +16.6% 5,150 $233K
American Institute for Advanced Investment Management, LLP 0.18% Reduce -3.2% 5,138 $233K
Investor's Fiduciary Advisor Network, LLC 0.11% Add +0.9% 5,120 $231K
Parisi Gray Wealth Management 0.08% New 5,081 $230K
Team Hewins, LLC 0.09% Reduce -4.4% 5,067 $229K
McMill Wealth Management 0.08% New 5,035 $228K
Prospera Capital Management, LLC 0.15% New 5,020 $227K
Wealthquest Corp 0.02% Add +1.5% 5,018 $227K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -68.3% 5,004 $226K
Confluence Wealth Services, Inc. 0.01% Reduce -23.7% 5,092 $226K
Ameliora Wealth Management Ltd. 0.09% No change 5,000 $226K
Woodside Wealth Management LLC 0.21% — 4,931 $223K
Schorn Wealth LLC 0.07% Reduce -19.4% 4,931 $223K
Tillman Hartley LLC 0.06% Reduce -1.9% 4,913 $222K
Colonial Trust Co / SC 0.03% No change 4,906 $222K
FDx Advisors, Inc. 0.07% Reduce -11.0% 4,894 $222K
Burkett Financial Services, LLC 0.09% Add +0.1% 4,890 $221K
Advisor OS, LLC 0.03% New 4,868 $220K
Instrumental Wealth, LLC 0.20% No change 4,901 $220K
Retirement Planning Co of New England, Inc. 0.11% No change 4,839 $219K
S.A. Mason LLC 0.12% Add +19.4% 4,839 $219K
First Foundation Advisors 0.01% Reduce -4.0% 4,834 $219K
First American Trust, FSB 0.02% New 4,824 $218K
Private Capital Management, LLC 0.02% New 4,804 $217K
Eq LLC 0.10% Reduce -5.4% 4,802 $217K
Farnam Financial LLC 0.22% Add +0.1% 4,791 $217K
Rainier Family Wealth Inc. 0.26% Reduce -0.4% 4,790 $217K
Atlantic Union Bankshares Corp 0.01% New 4,766 $216K
Brio Consultants, LLC 0.03% New 4,755 $215K
Power Wealth Management LLC 0.09% Reduce -17.3% 4,750 $215K
Chico Wealth RIA 0.19% Reduce -3.3% 4,730 $214K
Genesis Private Wealth, LLC 0.11% New 4,727 $214K
Walter & Keenan Wealth Management LLC /in/ 0.06% No change 4,726 $214K
Moloney Securities Asset Management, LLC 0.03% Reduce -10.3% 4,719 $214K
Waddell & Associates, LLC 0.03% Add +2.6% 4,719 $214K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -14.2% 4,717 $213K
Principle Wealth Partners LLC 0.02% Reduce -24.1% 4,714 $213K
USA Financial Formulas 0.04% Add +31.9% 4,714 $213K
Sincerus Advisory, LLC 0.22% Reduce -21.8% 4,710 $213K
Lighthouse Financial LLC 0.18% No change 4,699 $213K
Ipsen Advisor Group LLC 0.18% Add +0.1% 4,688 $212K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,685 $212K
Austin Wealth Management, LLC 0.04% Reduce -4.6% 4,707 $212K
Westfuller Advisors, LLC 0.14% Add +0.1% 4,679 $212K
Carmel Capital Partners, LLC 0.08% New 4,674 $212K
Aprio Wealth Management, LLC 0.03% Reduce -15.2% 4,669 $211K
Caitlin John, LLC 0.21% Add +514.0% 4,660 $211K
Advisors Capital Management, LLC 0.00% Reduce -69.7% 4,628 $209K
Composition Wealth, LLC 0.00% New 4,618 $209K
Pine Haven Investment Counsel, Inc 0.18% Reduce -0.8% 4,609 $209K
Trellis Wealth Advisors LLC 0.10% New 4,600 $208K
Kelly Financial Services LLC 0.07% Reduce -19.2% 4,593 $208K
Cadence Bank 0.01% Reduce -33.5% 4,589 $208K
Anson Capital, Inc. 0.18% Reduce -48.4% 4,586 $208K
Capital Planning LLC 0.06% Reduce -27.2% 4,567 $207K
Athena Investment Management 0.12% No change 4,550 $206K
Advance Capital Management, Inc. 0.01% Reduce -1.4% 4,543 $206K
5T Wealth, LLC 0.12% New 4,531 $205K
Vickerman Investment Advisors, Inc. 0.05% New 4,529 $205K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -7.8% 4,529 $205K
Fiduciary Family Office, LLC 0.07% Reduce -24.0% 4,517 $204K
Blue Oak Capital, LLC 0.11% New 4,513 $204K
Gateway Wealth Partners, LLC 0.05% New 4,508 $204K
Accredited Investors Inc. 0.01% New 4,507 $204K
W Advisors, LLC 0.13% New 4,497 $204K
EagleClaw Capital Managment, LLC 0.03% New 4,484 $203K
Destiny Wealth Partners, LLC 0.03% New 4,478 $203K
Community Bank & Trust, Waco, Texas 0.05% New 4,457 $202K
Bellwether Advisors, LLC 0.04% No change 4,455 $202K
Midland Wealth Advisors, LLC 0.01% Reduce -17.6% 4,437 $201K
Paragon Advisors, LLC 0.08% New 4,433 $201K
Birchbrook, Inc. 0.11% No change 4,412 $200K
Ameriflex Group, Inc. 0.08% Add +242.7% 4,403 $199K
Colonial Trust Advisors 0.02% New 4,400 $199K
Longview Financial Advisors LLC 0.13% No change 4,399 $199K
Oakworth Capital, Inc. 0.01% Reduce -24.0% 4,256 $193K
3Chopt Investment Partners, LLC 0.05% New 4,251 $192K
Perkins Coie Trust Co 0.04% Reduce -12.0% 4,192 $190K
DT Investment Partners, LLC 0.02% No change 4,140 $187K
American Capital Advisory, LLC 0.10% Reduce -13.5% 4,128 $187K
Sunbelt Securities, Inc. 0.02% Reduce -1.8% 4,104 $186K
Union Bancaire Privee, UBP SA 0.00% Reduce -56.3% 4,292 $183K
Cornerstone Planning Group LLC 0.04% Add +70.8% 3,902 $173K
Bogart Wealth, LLC 0.01% Add +1.0% 3,819 $173K
Caldwell Sutter Capital, Inc. 0.08% Add +14.7% 3,739 $169K
Pandora Wealth, Inc. 0.11% — 3,696 $167K
Versant Capital Management, Inc 0.03% No change 3,688 $167K
HHM Wealth Advisors, LLC 0.02% Add +26.1% 3,680 $167K
Physician Wealth Advisors, Inc. 0.03% No change 3,598 $163K
Richards, Merrill & Peterson, Inc. 0.08% No change 3,555 $161K
Nexus Investment Management ULC 0.02% New 2,457 $160K
Noble Wealth Management PBC 0.11% Add +0.4% 3,517 $159K
GeoWealth Management, LLC 0.01% Add +16.8% 3,515 $159K
Pin Oak Investment Advisors Inc. 0.12% No change 3,485 $158K
Ridgewood Investments LLC 0.07% Add +8.8% 3,468 $157K
Blue Bell Private Wealth Management, LLC 0.03% Add +9.8% 3,454 $156K
DHJJ Financial Advisors, Ltd. 0.06% No change 3,440 $156K
Kennebec Savings Bank 0.16% Reduce -1.8% 3,432 $155K
First Community Trust NA 0.13% No change 3,313 $150K
Sound Income Strategies, LLC 0.01% Add +5.5% 3,227 $146K
Curio Wealth, LLC 0.08% Reduce -99.8% 7 $146K
Barnes Dennig Private Wealth Management LLC 0.22% — 3,206 $145K
CBIZ Investment Advisory Services, LLC 0.01% No change 3,192 $144K
Vestor Capital, LLC 0.01% Reduce -98.0% 3,185 $144K
Citadel Advisors 0.00% Reduce -91.2% 3,177 $144K
Global Trust Asset Management, LLC 0.09% Reduce -91.1% 3,126 $141K
Rothschild Investment LLC 0.01% Add +11.5% 3,097 $140K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,078 $139K
Ramirez Asset Management, Inc. 0.03% Reduce -59.5% 2,914 $132K
Lowe Wealth Advisors, LLC 0.06% No change 2,892 $131K
Tacita Capital Inc 0.09% No change 2,833 $128K
Salem Investment Counselors Inc. 0.00% Reduce -36.7% 2,788 $126K
CKW Financial Group 0.02% No change 2,770 $126K
Atticus Wealth Management, LLC 0.04% Reduce -27.3% 2,771 $125K
Hazlett, Burt & Watson, Inc. 0.06% Add +0.1% 2,758 $125K
Concord Wealth Partners 0.02% Reduce -18.8% 2,761 $125K
Cornerstone National Bank & Trust Co 0.06% No change 2,717 $123K
First Pacific Financial 0.02% Add +17.5% 2,715 $123K
Peoples Financial Services Corp. 0.06% Add +21.5% 2,635 $119K
IAG Wealth Partners, LLC 0.02% Add +25.9% 2,626 $119K
Roehl & Yi Investment Advisors, LLC 0.06% Add +1.8% 22,214 $117K
Harbor Investment Advisory, LLC 0.01% No change 2,481 $112K
Security National Bank 0.02% Reduce -33.9% 2,446 $111K
Coston, McIsaac & Partners 0.03% No change 2,445 $110K
SG Americas Securities, LLC 0.00% New 2,440 $110K
Provenance Wealth Advisors, LLC 0.02% No change 2,429 $110K
Angeles Wealth Management, LLC 0.01% No change 2,371 $107K
Rogco, LP 0.04% Reduce -31.6% 2,289 $104K
Nalls Sherbakoff Group, LLC 0.08% — 2,280 $103K
GPS Wealth Strategies Group, LLC 0.01% Reduce -2.1% 2,240 $101K
Evensky & Katz LLC 0.01% Add +47.4% 2,197 $99K
Kiker Wealth Management, LLC 0.07% New 2,163 $98K
Beacon Capital Management, LLC 0.01% Add +0.1% 2,153 $97K
Independence Bank of Kentucky 0.01% No change 2,107 $95K
Anderson Financial Strategies, LLC 0.06% New 2,051 $93K
Rossby Financial, LCC 0.04% New 2,037 $91K
Evelyn Partners Investment Management LLP 0.00% No change 2,007 $91K
Park Square Financial Group, LLC 0.07% Reduce -5.6% 1,998 $90K
West Paces Advisors Inc. 0.02% No change 1,976 $89K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +18.2% 1,969 $89K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -38.6% 1,986 $88K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -19.2% 1,949 $88K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,885 $85K
Armstrong Advisory Group, Inc. 0.01% No change 1,897 $84K
Cedar Wealth Management, LLC 0.03% No change 1,780 $81K
Tsfg, LLC 0.02% Add +15.7% 1,721 $78K
Aberdeen Wealth Management LLC 0.05% No change 1,705 $77K
Capital Advisors, Ltd. LLC 0.01% Reduce -23.5% 1,702 $77K
CNB Bank 0.04% Reduce -11.6% 1,673 $76K
S&T Bank 0.02% Reduce -0.5% 1,671 $76K
Centricity Wealth Management, LLC 0.07% Reduce -38.7% 1,665 $75K
Transce3nd, LLC 0.03% Reduce -13.0% 1,646 $74K
Winch Advisory Services, LLC 0.02% No change 1,627 $74K
Register Financial Advisors LLC 0.04% Reduce -27.1% 1,602 $73K
Wealth Preservation Advisors, LLC 0.05% — 1,584 $72K
High Note Wealth, LLC 0.02% No change 1,562 $71K
First Command Advisory Services, Inc. 0.00% Reduce -30.1% 1,535 $69K
Pacifica Partners Inc. 0.03% Add +0.1% 1,548 $69K
Pittenger & Anderson Inc. 0.00% No change 1,500 $68K
Clark Wealth Partners 0.05% Add +3290.7% 1,458 $66K
Tompkins Financial Corp. 0.01% Add +30.9% 1,424 $64K
Compass Planning Associates Inc 0.06% No change 1,412 $64K
Main Street Group, LTD 0.03% Add +0.1% 1,406 $64K
Financial Network Wealth Advisors LLC 0.08% Add +19.6% 1,387 $63K
Heritage Wealth Advisors 0.00% No change 1,380 $62K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $58K
Advantage Trust Co 0.03% No change 1,221 $55K
Nordwand Advisors, LLC 0.02% No change 1,220 $55K
Chesapeake Asset Management LLC 0.05% Reduce -54.6% 1,191 $54K
Stephens Consulting, LLC 0.01% Reduce -16.7% 1,184 $54K
Integrity Financial Corp 0.03% Add +3616.1% 1,152 $52K
Thompson Investment Management, Inc. 0.01% No change 1,144 $52K
von Borstel & Associates, Inc. 0.01% New 1,118 $50K
Hollencrest Capital Management 0.00% New 1,100 $50K
Brooklyn Investment Group 0.01% New 1,097 $50K
Winnacle Wealth LLC 0.05% Add +0.1% 1,095 $50K
Addison Advisors LLC 0.01% Add +5.6% 1,092 $49K
Piscataqua Savings Bank 0.04% Add +1351.3% 1,074 $49K
Synergy Investment Management, LLC 0.02% Reduce -3.8% 1,054 $48K
Valley National Advisers Inc. 0.01% Add +0.2% 1,024 $46K
GHP Investment Advisors, Inc. 0.00% Reduce -28.4% 945 $43K
Promus Capital, LLC 0.03% No change 931 $42K
Field & Main Bank 0.01% No change 920 $42K
Nemes Rush Group LLC 0.01% Add +429.1% 910 $41K
MPWM Advisory Solutions, LLC 0.03% No change 875 $40K
Signature Resources Capital Management, LLC 0.03% Add +0.2% 832 $38K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 822 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Reduce -17.2% 820 $37K
Fairscale Capital, LLC 0.03% No change 767 $35K
Tidemark, LLC 0.01% Reduce -26.4% 766 $35K
Vermillion Wealth Management, Inc. 0.01% Reduce -10.9% 751 $34K
Canton Hathaway, LLC 0.01% No change 738 $33K
Accredited Wealth Management, LLC 0.03% Add +250.0% 700 $32K
Boyd Watterson Asset Management LLC 0.01% No change 700 $32K
Stonebridge Financial Group, LLC 0.00% Reduce -8.7% 693 $31K
Dogwood Wealth Management LLC 0.02% No change 680 $31K
Investors Research Corp 0.01% Reduce -20.4% 672 $30K
Reyes Financial Architecture, Inc. 0.02% Add +825.0% 666 $30K
Atwood & Palmer Inc. 0.00% No change 617 $28K
SOA Wealth Advisors, LLC. 0.01% Add +23.3% 613 $28K
True Wealth Design, LLC 0.01% New 607 $27K
Mascoma Wealth Management LLC 0.01% Reduce -91.8% 597 $27K
Financial Gravity Asset Management, Inc. 0.01% — 580 $26K
Smallwood Wealth Investment Management, LLC 0.02% New 578 $26K
Operose Advisors LLC 0.01% Reduce -91.2% 555 $25K
Elevate Wealth Advisory, Inc. 0.02% Reduce -17.9% 522 $24K
Marquette Associates, Inc. 0.02% No change 520 $24K
HighMark Wealth Management LLC 0.01% Add +0.2% 497 $22K
Anfield Capital Management, LLC 0.01% No change 488 $22K
Northwest Capital Management Inc 0.01% No change 473 $21K
Plante Moran Financial Advisors, LLC 0.00% Reduce -17.4% 471 $21K
TD Capital Management LLC 0.00% Reduce -74.0% 463 $21K
Grey Ledge Advisors, LLC 0.01% New 458 $21K
BankPlus Trust Department 0.01% No change 446 $20K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $20K
Global Wealth Strategies & Associates 0.01% Add +99.5% 435 $20K
Banque Cantonale Vaudoise 0.00% — 427 $19K
Elevation Wealth Partners, LLC 0.01% No change 414 $19K
Crews Bank & Trust 0.00% No change 414 $19K
HFM Investment Advisors, LLC 0.01% — 404 $18K
Toronto Dominion Bank 0.00% No change 400 $18K
Toth Financial Advisory Corp. 0.00% Reduce -51.9% 389 $18K
NFSG Corp 0.00% Reduce -38.3% 386 $17K
DiNuzzo Private Wealth, Inc. 0.00% Add +0.5% 380 $17K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -48.6% 370 $17K
Acima Private Wealth, LLC 0.01% Reduce -99.8% 365 $17K
Wiser Advisor Group LLC 0.02% No change 360 $16K
Collier Financial 0.01% No change 356 $16K
Rakuten Securities, Inc. 0.01% Add +4312.5% 353 $16K
Financial Management Professionals, Inc. 0.00% No change 346 $16K
Mondrian Investment Partners LTD 0.00% New 344 $16K
IMA Advisory Services, Inc. 0.00% New 334 $15K
Ulland Investment Advisors, LLC 0.01% No change 335 $15K
Copia Wealth Management 0.01% Reduce -12.6% 326 $15K
Creative Capital Management Investments LLC 0.01% No change 325 $15K
Dakota Community Bank & Trust NA 0.07% No change 318 $14K
Wayfinding Financial, LLC 0.01% New 327 $14K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $14K
Mattson Financial Services, LLC 0.00% New 272 $12K
Tradewinds Capital Management, LLC 0.00% Reduce -61.2% 257 $12K
Legacy Wealth Managment, LLC 0.01% No change 256 $12K
Spurstone Advisory Services, LLC 0.22% New 246 $11K
Towne Trust Company, N.A 0.00% Add +14.8% 241 $11K
SYM FINANCIAL Corp 0.00% Reduce -54.7% 239 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +151.1% 231 $10K
Crowley Wealth Management, Inc. 0.01% Reduce -11.5% 231 $10K
Putney Financial Group LLC 0.01% Reduce -26.8% 227 $10K
Abound Financial, LLC 0.01% New 224 $10K
Strategic Investment Solutions, Inc. 0.00% No change 224 $10K
Roxbury Financial LLC 0.01% Add +2.7% 226 $10K
Dunhill Financial, LLC 0.00% Add +0.5% 213 $10K
Lummis Asset Management, LP 0.01% Add +473.0% 212 $10K
SWAN Capital LLC 0.00% New 212 $10K
Delta Asset Management LLC 0.00% No change 200 $9K
Cheviot Value Management, LLC 0.00% New 193 $9K
FWL Investment Management, LLC 0.00% No change 195 $9K
Riggs Asset Managment Co. Inc. 0.00% New 191 $9K
Frazier Financial Advisors, LLC 0.01% Reduce -19.1% 186 $8K
Prestige Wealth Management Group LLC 0.00% No change 178 $8K
Consultiva Wealth Management, Corp. 0.03% No change 163 $7K
Atlantic Private Wealth, LLC 0.01% No change 159 $7K
Fourth Dimension Wealth, LLC 0.00% No change 158 $7K
Winthrop Capital Management, LLC 0.00% No change 148 $7K
Van Eck Associates Corp. 0.00% Reduce -31.9% 164 $7K
ROSS\JOHNSON & Associates LLC 0.12% New 149 $7K
Bare Financial Services, Inc 0.00% New 149 $7K
North Ridge Wealth Advisors, Inc. 0.00% Reduce -22.0% 145 $7K
Richardson Capital Management LLC 0.00% Reduce -39.4% 131 $6K
Kozak & Associates, Inc. 0.00% Reduce -59.0% 123 $5K
Innovative Advisory Group, LLC 0.00% Add +10.7% 114 $5K
Broadwater Capital Management LLC 0.00% No change 112 $5K
Costello Asset Management, INC 0.00% New 101 $5K
Canada Pension Plan Investment Board 0.00% No change 100 $5K
Comprehensive Financial Planning, Inc. 0.00% No change 99 $4K
Laurel Wealth Advisors LLC 0.00% No change 93 $4K
Edmond DE Rothschild Holding S.A. 0.00% No change 93 $4K
PFS Partners, LLC 0.00% No change 91 $4K
Orion Capital Management LLC 0.00% Reduce -32.1% 91 $4K
Christopher J. Hasenberg, Inc 0.00% Add +42.9% 90 $4K
Y.D. More Investments Ltd 0.00% Reduce -67.7% 90 $4K
SJS Investment Consulting Inc. 0.00% Reduce -41.5% 89 $4K
Centerpoint Advisors, LLC 0.00% Reduce -99.1% 86 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Family Manage LLC 0.00% New 78 $4K
Highline Wealth Partners LLC 0.00% No change 77 $4K
Central Pacific Bank - Trust Division 0.00% Add +240.9% 75 $3K
Valued Wealth Advisors LLC 0.00% New 72 $3K
Nova Wealth Management, Inc. 0.00% New 68 $3K
Cary Street Partners Investment Advisory LLC 0.00% Add +42.5% 67 $3K
Friedenthal Financial 0.00% Reduce -95.6% 64 $3K
Compass Wealth Management LLC 0.00% New 64 $3K
Mendota Financial Group, LLC 0.00% No change 57 $3K
Bellevue Asset Management, LLC 0.00% No change 50 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 50 $2K
Painted Porch Advisors LLC 0.00% Add +8.9% 49 $2K
Hager Investment Management Services, LLC 0.00% New 48 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +12.8% 44 $2K
Paladin Advisory Group, LLC 0.00% Reduce -69.9% 43 $2K
Truvestments Capital LLC 0.00% Reduce -58.6% 41 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% New 36 $2K
1 North Wealth Services LLC 0.00% New 32 $1K
HWG Holdings LP 0.00% New 32 $1K
Wolff Wiese Magana LLC 0.00% No change 31 $1K
Aventura Private Wealth, LLC 0.00% No change 25 $1K
West Branch Capital LLC 0.00% Reduce -74.4% 23 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 23 $1K
Horizon Bancorp Inc. 0.00% No change 27 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -20.0% 4 $1K
Daiwa Securities Group Inc. 0.00% No change 30 $1K
SRH Advisors, LLC 0.00% Reduce -56.9% 22 $996
PSI Advisors, LLC 0.00% No change 22 $996
ZynergyRetirementPlanningLLC 0.00% No change 20 $881
Darwin Wealth Management, LLC 0.00% No change 18 $792
Vision Financial Markets LLC 0.00% New 16 $725
Redmont Wealth Advisors LLC 0.00% New 15 $679
Marshall Investment Management, LLC 0.00% New 11 $498
Game Plan Financial Advisors, LLC 0.00% No change 10 $453
Semmax Financial Advisors Inc. 0.00% No change 6 $293
10Elms LLP 0.00% No change 3 $136
Keystone Global Partners, LLC 0.00% — 1 $45
State Farm Mutual Automobile Insurance Co. 0.00% New 1 $37
Silicon Valley Capital Partners 0.00% Reduce -99.9% 1 $31

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