Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q2 2025 (June 30)
2,269holders +50
134new positions
91sold out
9famous investors
$49.35avg. 13F price*

At the end of Q2 2025, 2,269 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 50 from Q1 2025. 134 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($5.6B), Vanguard Group Inc. ($3.7B) and Northwestern Mutual Wealth Management Co. ($3.5B). 9 famous investors held it, including Ray Dalio (0.4% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions134$290.0M
Exits91$532.5M

All 13F filers, Q1 2025 → Q2 2025: 64,840,536 shares bought and 35,182,647 shares sold, net +29,657,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,269 holders

Bank of America Corp. 0.45% Add +3.5% 112,824,327 $5.6B
Vanguard Group Inc. 0.06% Add +4.5% 74,185,538 $3.7B
Northwestern Mutual Wealth Management Co. 2.58% Add +4.5% 71,616,772 $3.5B
Betterment LLC 5.54% Reduce -5.8% 52,572,127 $2.6B
Morgan Stanley 0.16% Add +4.2% 49,164,716 $2.4B
Wealthfront Advisers LLC 5.79% Add +0.1% 45,479,372 $2.2B
Northern Trust Corp. 0.30% Add +1.3% 44,069,408 $2.2B
Envestnet Asset Management Inc. 0.64% Add +0.6% 44,048,578 $2.2B
Wells Fargo & Company 0.47% Add +0.5% 42,922,654 $2.1B
Wit, LLC 44.70% Add +5.9% 36,463,364 $1.8B
Empower Advisory Group, LLC 5.12% Add +1.3% 34,535,105 $1.7B
Financial Engines Advisors L.L.C. 2.39% Reduce -0.1% 24,203,666 $1.2B
Creative Planning 0.80% Reduce -0.7% 18,875,383 $933.6M
UBS Group AG 0.19% Add +6.4% 18,562,113 $918.1M
Wealth Enhancement Advisory Services, LLC 1.42% Add +8.9% 17,096,842 $855.2M
LPL Financial LLC 0.26% Add +7.3% 16,011,662 $791.9M
WealthNavi Inc. 7.80% Reduce -7.0% 15,653,250 $774.2M
Goldman Sachs Group Inc. 0.12% Reduce -11.8% 14,613,631 $722.8M
South Dakota Investment Council 13.31% Add +0.1% 14,033,302 $694.1M
Royal Bank of Canada 0.13% Add +1.5% 13,378,222 $661.7M
Mariner, LLC 0.94% Add +1.3% 13,177,456 $651.7M
Mercer Global Advisors Inc. 1.42% Add +8.9% 12,800,927 $633.1M
JPMorgan Chase & Co. 0.04% Add +1.4% 12,608,181 $623.6M
Sei Investments Co. 0.65% Reduce -2.8% 11,359,506 $561.8M
Bank of New York Mellon Corp 0.10% Reduce -1.8% 10,999,008 $544.0M
PNC Financial Services Group, Inc. 0.33% Reduce -0.5% 10,217,598 $505.4M
Tiaa Trust, National Association 1.23% Reduce -5.0% 9,530,244 $471.4M
Ameriprise Financial Inc. 0.12% Add +13.7% 9,444,710 $466.8M
Wealthspire Advisors, LLC 2.32% Add +0.0% 8,339,284 $412.5M
US Bancorp \de 0.47% Add +1.5% 7,488,072 $370.4M
Commonwealth Equity Services, LLC 0.48% Reduce -2.3% 7,381,487 $365.1M
Millburn Ridgefield LLC 8.06% Reduce -11.0% 6,769,065 $334.8M
Catalyst Capital Advisors LLC 6.76% Reduce -11.0% 6,769,065 $334.8M
Citigroup Inc. 0.23% Reduce -0.7% 6,768,166 $334.8M
Raymond James Financial Inc. 0.11% Add +2.6% 6,523,340 $322.6M
Jasper Ridge Partners, L.P. 7.74% Add +85.9% 6,256,903 $309.5M
Nicholas Hoffman & Company, LLC. 7.86% Add +24.6% 6,149,000 $304.1M
EP Wealth Advisors, LLC 1.93% Add +9.7% 5,938,667 $293.7M
Corient Private Wealth LP 0.39% Reduce -7.7% 5,973,356 $293.2M
Envestnet Portfolio Solutions, Inc. 0.94% Reduce -10.8% 5,144,239 $254.4M
Baird Financial Group, Inc. 0.44% Add +9.3% 5,112,512 $252.9M
HighTower Advisors, LLC 0.30% Reduce -3.5% 4,865,124 $240.6M
Stifel Financial Corp. 0.22% Reduce -0.3% 4,557,925 $225.4M
Valmark Advisers, Inc. 2.96% Reduce -0.5% 4,294,167 $212.4M
Signaturefd, LLC 3.50% Add +2.9% 4,141,888 $204.9M
Rwa Wealth Partners, LLC 2.40% Add +9.2% 3,880,468 $191.9M
Bokf, NA 3.02% Add +20.9% 3,768,561 $186.4M
Elm Partners Management LLC 10.81% Add +17.5% 3,764,989 $186.2M
Manufacturers Life Insurance Company, The 0.16% Add +5.0% 3,687,220 $182.4M
SCS Capital Management LLC 2.02% Reduce -3.2% 3,682,836 $182.2M
Cetera Investment Advisers 0.29% Add +6.6% 3,426,755 $169.5M
Jones Financial Companies LLLP 0.13% Add +8.7% 3,403,180 $168.2M
Schroder Investment Management Group 0.14% Add +183.2% 3,359,722 $165.9M
MAI Capital Management 1.15% Reduce -0.5% 3,344,313 $165.4M
Regions Financial Corp. 1.11% Add +4.8% 3,270,427 $161.8M
Bridges Investment Management Inc. 2.16% Add +2.0% 3,226,154 $159.6M
Sand Hill Global Advisors, LLC 5.84% Reduce -2.3% 3,182,811 $157.4M
Focus Partners Wealth 0.34% Add +6.1% 3,170,708 $156.8M
Bank of Montreal 0.08% Add +0.3% 3,110,193 $153.8M
Facet Wealth, Inc. 3.44% Add +47.9% 3,043,986 $151.6M
Voya Investment Management LLC 0.17% Add +100.4% 3,006,437 $148.7M
Cerity Partners LLC 0.26% Reduce -2.0% 2,966,897 $146.7M
JMG Financial Group, Ltd. 4.33% Add +0.5% 2,889,057 $142.9M
MML Investors Services, LLC 0.40% Add +6.5% 2,788,923 $137.9M
Choreo, LLC 1.90% Reduce -3.6% 2,757,780 $136.4M
CIBC Private Wealth Group LLC 0.24% Reduce -3.1% 2,752,283 $136.1M
Ballentine Partners, LLC 2.04% Add +5.5% 2,732,837 $135.2M
Cliftonlarsonallen Wealth Advisors, LLC 2.24% Add +6.8% 2,697,697 $133.4M
Wedmont Private Capital 5.52% Add +6.1% 2,608,070 $129.4M
Keybank National Association 0.48% Reduce -1.1% 2,591,543 $128.2M
M&T Bank Corp 0.44% Reduce -2.2% 2,584,050 $127.8M
Alliancebernstein L.P. 0.04% Add +3.0% 2,499,183 $123.6M
BLB&B Advisors, LLC 5.76% Add +0.3% 2,490,439 $123.2M
Osaic Holdings, Inc. 0.21% Add +12.3% 2,383,174 $117.9M
Cambridge Associates LLC /Ma/ 2.51% Add +0.7% 2,298,708 $113.8M
Nepc LLC 2.80% Add +5.7% 2,234,655 $110.5M
Rockefeller Capital Management L.P. 0.23% Add +21.1% 2,166,641 $107.2M
Lincoln National Corp. 3.22% Add +8.6% 2,144,527 $106.1M
Badgley Phelps Wealth Managers, LLC 2.29% Reduce -0.4% 2,093,716 $103.6M
Fusion Family Wealth, LLC 8.73% Reduce -3.9% 2,087,330 $103.2M
Pure Financial Advisors, LLC 1.82% Add +3.6% 2,086,225 $103.2M
Victory Capital Management Inc. 0.06% Reduce -13.2% 1,939,912 $95.9M
Pathstone Holdings, LLC 0.37% Add +5.9% 1,933,506 $94.3M
Steele Capital Management, Inc. 4.49% Add +1.2% 1,891,839 $93.6M
Cerity Partners OCIO LLC 5.17% Reduce -5.3% 1,884,453 $93.2M
Bridgewater Associates 0.37% Reduce -15.5% 1,836,460 $90.8M
Truist Financial Corp. 0.13% Reduce -3.8% 1,808,209 $89.4M
FMR LLC 0.00% Reduce -0.3% 1,768,147 $87.5M
Money Design Co.,Ltd. 4.29% Add +2.4% 1,757,212 $86.9M
Mather Group, Llc. 0.92% Reduce -3.5% 1,746,213 $86.4M
Modera Wealth Management, LLC 1.07% Reduce -1.8% 1,745,696 $86.3M
Janney Montgomery Scott LLC 0.22% Add +14.5% 1,708,151 $84.5M
Fifth Third Bancorp 0.29% Add +4.9% 1,680,576 $83.1M
D.A. Davidson & Co. 0.58% Add +2.8% 1,676,535 $82.9M
Farmers & Merchants Investments Inc. 2.39% Add +3.6% 1,658,374 $82.0M
Willis Johnson & Associates, Inc. 5.48% Add +6.0% 1,630,927 $80.7M
Country Trust Bank 1.75% Add +5.7% 1,581,292 $78.2M
Comerica Bank 0.30% Add +41.9% 1,567,397 $77.5M
Bessemer Group Inc. 0.13% Reduce -4.1% 1,562,582 $77.3M
Invesco Ltd. 0.01% Add +8535.7% 1,542,772 $76.3M
Summit Trail Advisors, LLC 1.29% New 1,523,830 $75.4M
Peapack Gladstone Financial Corp. 1.03% Add +3.9% 1,464,836 $72.5M
Hirtle & Co., LLC 3.00% Reduce -10.7% 1,427,947 $70.6M
Johnson Financial Group, LLC 6.59% Add +6.9% 1,405,525 $69.5M
Empowered Funds, LLC 0.78% Add +4.8% 1,389,256 $68.7M
Brown Advisory Inc. 0.09% Add +0.5% 1,388,750 $68.7M
Apella Capital, LLC 1.84% Add +8.5% 1,373,980 $67.9M
Ally Invest Advisors Inc. 5.19% Add +1.3% 1,345,970 $66.6M
Cresset Asset Management, LLC 0.33% Add +1.6% 1,340,393 $66.3M
Evoke Wealth, LLC 1.55% Add +5.4% 1,332,571 $65.9M
Auto-Owners Insurance Co 1.45% Add +46.2% 1,310,716 $64.8M
Freestone Capital Holdings, LLC 2.13% Reduce -5.1% 1,266,376 $62.6M
Captrust Financial Advisors 0.14% Add +3.5% 1,259,850 $62.3M
Karpus Management, Inc. 1.95% Add +0.9% 1,223,172 $60.5M
Osborne Partners Capital Management, LLC 3.19% Add +2.7% 1,213,332 $60.0M
Parkwood LLC 5.41% Add +1229.8% 1,190,229 $58.9M
Aptus Capital Advisors, LLC 0.57% Add +14.9% 1,174,659 $58.1M
Sofi Wealth, LLC 3.51% Add +3.6% 1,161,374 $57.4M
GenTrust, LLC 2.63% Reduce -21.7% 1,130,386 $55.9M
Zions Bancorporation, National Association 3.00% Add +3104.2% 1,128,365 $55.8M
Janus Henderson Group PLC 0.03% Reduce -1.5% 1,121,337 $55.5M
Whittier Trust Co. 0.66% Add +1.1% 1,109,125 $54.8M
Whittier Trust Co. of Nevada Inc. 1.23% Reduce -1.1% 1,097,310 $54.3M
NewEdge Advisors, LLC 0.28% Add +6.0% 1,089,517 $53.9M
Orion Porfolio Solutions, LLC 0.44% Add +1.5% 1,045,607 $51.7M
Strid Group, LLC 7.27% Reduce -0.7% 1,045,500 $51.7M
Tectonic Advisors LLC 3.00% Add +1.8% 1,044,305 $51.7M
PDS Planning, Inc 3.84% Add +3.2% 1,042,507 $51.6M
Smithfield Trust Co 2.41% Reduce -3.1% 1,032,011 $50.9M
Assetmark, Inc. 0.12% Add +232.4% 1,019,284 $50.4M
Commerce Bank 0.30% Add +0.3% 1,012,014 $50.1M
Capital Advisors Inc. 0.90% Add +1.3% 1,009,063 $49.9M
Klingman & Associates, LLC 2.68% Add +21.8% 984,182 $48.7M
Invictus Private Wealth, LLC 3.33% Add +7.9% 983,983 $48.7M
Hills Bank & Trust Co 3.03% Add +8.3% 972,070 $48.1M
National Bank of Canada 0.05% Reduce -9.1% 966,534 $47.8M
Cambridge Investment Research Advisors, Inc. 0.15% Add +1.1% 965,020 $47.7M
First Financial Bankshares Inc 1.06% Add +0.5% 959,147 $47.4M
Westerkirk Capital Inc. 5.84% — 958,700 $47.4M
Avantax Advisory Services, Inc. 0.26% Add +24.1% 949,158 $46.9M
Acropolis Investment Management, LLC 2.56% Add +1.3% 941,557 $46.6M
Equitable Holdings, Inc. 0.37% Add +19.0% 908,275 $44.9M
Integrated Wealth Concepts LLC 0.45% Add +6.1% 900,333 $44.5M
Patriot Investment Management Group, Inc. 3.06% Add +1.1% 894,697 $44.3M
Tidal Investments LLC 0.28% Reduce -12.9% 851,938 $42.1M
Compound Planning, Inc. 1.53% Add +0.2% 819,916 $40.6M
Clark Asset Management, LLC 5.43% Add +9.4% 805,610 $39.8M
Litman Gregory Wealth Management LLC 3.12% Reduce -1.7% 803,084 $39.7M
Matrix Trust Co 6.16% Add +1.4% 782,342 $38.7M
Allworth Financial LP 0.18% Add +6.6% 779,527 $38.6M
BNP Paribas Financial Markets 0.03% Add +424.3% 755,400 $37.4M
Moneta Group Investment Advisors LLC 0.44% Reduce -12.9% 748,688 $37.0M
Cullen/Frost Bankers, Inc. 0.46% Reduce -3.5% 744,286 $36.8M
Wilmington Savings Fund Society, FSB 0.65% Reduce -0.7% 738,613 $36.5M
Axxcess Wealth Management, LLC 0.86% Add +1.8% 725,631 $35.9M
Bank of Hawaii 1.88% Add +0.9% 721,073 $35.7M
TD Asset Management Inc 0.03% Add +6.3% 712,600 $35.2M
Sage Financial Group Inc. 2.58% Add +3.4% 706,750 $35.0M
Sigma Investment Counselors Inc. 1.89% Add +2.3% 694,413 $34.3M
AlphaCore Capital LLC 1.30% Add +5026.7% 691,596 $34.2M
TD Waterhouse Canada Inc. 0.24% Reduce -5.2% 689,483 $34.2M
Capital Asset Advisory Services LLC 1.60% Add +1.0% 688,033 $34.2M
Brandywine Oak Private Wealth LLC 3.07% Reduce -1.4% 669,800 $33.1M
Valeo Financial Advisors, LLC 0.81% Add +2.1% 665,236 $32.9M
DAVENPORT & Co LLC 0.18% Add +8.6% 663,734 $32.8M
Coldstream Capital Management Inc. 0.53% Reduce -11.8% 660,151 $32.7M
Rebalance, LLC 2.20% Reduce -11.1% 654,743 $32.4M
Full Sail Capital, LLC 1.87% Add +21.6% 653,298 $32.3M
Alps Advisors Inc. 0.19% Add +12.3% 652,901 $32.3M
Presilium Private Wealth, LLC 6.61% Add +2.8% 652,895 $32.3M
Baker Avenue Asset Management, LP 0.92% Add +0.6% 650,795 $32.2M
&partners 0.24% Add +5.1% 635,173 $31.3M
Sepio Capital, LP 2.19% Reduce -1.6% 621,473 $30.7M
Waverly Advisors, LLC 0.34% Reduce -0.9% 617,331 $30.5M
Efficient Advisors, LLC 1.82% Reduce -2.9% 616,968 $30.5M
Atria Investments, Inc 0.36% Reduce -5.8% 616,001 $30.5M
Private Advisor Group, LLC 0.16% Add +2.0% 615,920 $30.5M
Pinnacle Financial Partners Inc 0.64% Add +3.4% 614,927 $30.4M
Hudock, Inc. 4.86% Add +7.7% 610,640 $30.2M
Staley Capital Advisers Inc. 1.28% Add +0.6% 608,220 $30.1M
Mutual of America Capital Management LLC 0.32% No change 598,543 $29.6M
Blair William & Co. 0.08% Reduce -3.6% 594,805 $29.4M
JFG Wealth Management, LLC 6.05% Add +11.2% 585,136 $28.9M
Vision Capital Management, Inc. 3.79% Add +7.8% 582,881 $28.8M
Steward Partners Investment Advisory, LLC 0.22% Add +5.3% 572,342 $28.3M
Center for Financial Planning, Inc. 3.20% Add +0.6% 564,719 $27.9M
Dupont Capital Management Corp. 2.96% No change 556,867 $27.5M
Proffitt & Goodson Inc. 4.18% Reduce -0.7% 554,740 $27.4M
Financial Advisors Network, Inc. 4.05% Add +5.7% 542,921 $26.9M
Mutual Advisors, LLC 0.67% Add +2.5% 524,429 $26.7M
Arbor Investment Advisors, LLC 3.41% Reduce -0.8% 538,604 $26.6M
TLT Family Holdco ULC 2.10% — 538,350 $26.6M
Arax Advisory Partners 1.22% Add +0.4% 527,027 $26.6M
Riversedge Advisors, LLC 5.11% Add +13.8% 528,209 $26.1M
Alesco Advisors, LLC, An ESL Co 0.74% Reduce -1.2% 518,732 $25.7M
CreativeOne Wealth, LLC 0.67% Add +4.1% 516,560 $25.5M
Kathmere Capital Management, LLC 1.96% Add +0.2% 515,193 $25.5M
Focused Wealth Management, Inc 3.10% Add +2.1% 514,105 $25.4M
Zuckerman Investment Group, LLC 2.47% Add +2.7% 513,043 $25.4M
Jordan Park Group LLC 1.64% Add +14.5% 510,529 $25.3M
Bluespring Wealth Management, LLC 2.39% Reduce -2.5% 508,043 $25.1M
GFS Advisors, LLC 3.41% Reduce -1.4% 503,370 $24.9M
Chandler Asset Management, Inc. 4.39% Reduce -0.5% 500,055 $24.7M
Laird Norton Wetherby Trust Company, LLC 3.39% Reduce -2.4% 499,403 $24.7M
Old National Bancorp 0.44% Add +29.6% 498,530 $24.7M
Vise Technologies, Inc. 1.02% — 498,076 $24.6M
Tanager Wealth Management LLP 2.88% Add +0.1% 494,544 $24.5M
Arrowstreet Capital, Limited Partnership 0.02% New 494,297 $24.4M
GLOBALT Investments LLC / GA 0.93% Reduce -2.2% 492,215 $24.3M
PACK Private Wealth, LLC 12.84% Add +9.7% 489,832 $24.2M
Colony Family Offices, LLC 6.25% Add +8.7% 488,608 $24.2M
Bailard, Inc. 0.56% Reduce -2.1% 484,734 $24.0M
Garde Capital, Inc. 1.28% Reduce -4.8% 482,922 $23.9M
Vontobel Holding Ltd. 0.08% Add +13.4% 478,395 $23.7M
Kwmg, LLC 2.20% Add +1.8% 473,251 $23.4M
Beacon Pointe Advisors, LLC 0.24% Add +4.6% 471,266 $23.3M
Ally Financial Inc. 2.63% No change 470,000 $23.2M
Hanson & Doremus Investment Management 3.08% Add +3.3% 465,603 $23.0M
First Bank & Trust 4.01% Add +0.1% 454,945 $22.5M
NewEdge Wealth, LLC 0.35% Add +2.8% 438,874 $22.3M
CW Advisors, LLC 0.21% Add +6.3% 448,601 $22.2M
Larson Financial Group LLC 0.89% Reduce -43.9% 447,896 $22.2M
Ellenbecker Investment Group 3.58% Add +10.6% 447,742 $22.1M
Greenline Partners, LLC 2.98% Add +0.0% 447,399 $22.1M
Concurrent Investment Advisors, LLC 0.43% Add +15.3% 443,983 $22.0M
Portland Global Advisors LLC 2.58% Add +0.1% 442,935 $21.9M
Van Cleef Asset Management,Inc 2.33% Reduce -0.4% 437,463 $21.6M
Nuveen, LLC 0.01% Reduce -21.8% 434,119 $21.5M
EverSource Wealth Advisors, LLC 0.97% Reduce -7.4% 431,929 $21.4M
Kestra Advisory Services, LLC 0.10% Add +10.3% 428,340 $21.2M
Strategic Investment Advisors / MI 2.05% Reduce -0.8% 425,686 $21.1M
Legacy Private Trust Co. 1.35% Add +13.3% 422,246 $20.9M
Lido Advisors, LLC 0.11% Add +196.9% 421,915 $20.9M
PrairieView Partners, LLC 2.02% Reduce -1.0% 421,881 $20.9M
Custos Family Office, LLC 6.64% Add +17.9% 421,259 $20.8M
Wharton Business Group, LLC 0.88% Reduce -2.2% 423,989 $20.8M
Focus Partners Advisor Solutions, LLC 0.27% Add +19.2% 414,046 $20.5M
Pictet North America Advisors SA 2.04% Add +329.5% 411,319 $20.3M
Manning & Napier Advisors LLC 0.24% Reduce -9.6% 411,216 $20.3M
Deutsche Bank AG 0.01% Add +138.9% 406,384 $20.1M
Arvest Bank Trust Division 1.15% Add +1.7% 399,555 $19.8M
Banco Santander, S.A. 0.19% Add +29.8% 399,412 $19.8M
Boston Standard Wealth Management, LLC 3.52% Add +7.7% 395,006 $19.5M
Tocqueville Asset Management L.P. 0.30% Reduce -3.1% 394,365 $19.5M
Nisa Investment Advisors, LLC 0.09% No change 387,500 $19.2M
FSM Wealth Advisors, LLC 3.10% Add +6.7% 385,194 $19.0M
Allianz Asset Management GmbH 0.03% Add +200.2% 382,735 $18.9M
Citizens Financial Group Inc. 0.30% Add +0.1% 381,238 $18.9M
Fiduciary Trust Co 0.23% Reduce -2.4% 375,807 $18.6M
Marble Harbor Investment Counsel, LLC 2.01% Reduce -0.1% 373,383 $18.5M
Arvest Investments, Inc. 2.77% Reduce -2.5% 372,785 $18.4M
Simon Quick Advisors, LLC 0.93% Add +149.0% 369,598 $18.3M
Patton Fund Management, Inc. 4.00% Reduce -1.4% 369,043 $18.3M
O'Dell Group, LLC 4.55% Reduce -5.2% 368,604 $18.2M
Mission Wealth Management, LP 0.39% Reduce -3.3% 365,839 $18.1M
Amundi 0.01% No change 361,661 $18.0M
Brookstone Capital Management 0.24% Add +15.9% 362,732 $17.9M
Checchi Capital Advisers, LLC 1.25% Reduce -5.0% 362,537 $17.9M
Exencial Wealth Advisors, LLC 0.63% Reduce -2.2% 360,324 $17.8M
Kopp Family Office, LLC 11.47% Reduce -7.5% 358,490 $17.7M
Human Investing LLC 2.79% Add +3.9% 357,736 $17.7M
Cantor Fitzgerald Investment Advisors L.P. 1.24% Reduce -4.5% 356,073 $17.6M
Silver Coast Investments LLC 6.38% Reduce -1.5% 355,006 $17.6M
Tobias Financial Advisors, Inc. 3.00% Add +4.7% 354,584 $17.5M
AdvisorNet Financial, Inc 1.13% Add +3.2% 353,944 $17.5M
Sanctuary Advisors, LLC 0.11% Add +5.8% 352,808 $17.4M
Whitcomb & Hess, Inc. 4.91% Add +0.7% 351,683 $17.4M
Neuberger Berman Group LLC 0.01% Reduce -3.9% 349,308 $17.3M
Moody National Bank Trust Division 1.58% Add +13.7% 348,337 $17.2M
Allianz SE 0.40% No change 346,097 $17.1M
F/m Investments LLC 0.62% Reduce -2.1% 345,719 $17.1M
Payne Capital Management, LLC 6.57% Reduce -1.9% 344,624 $17.0M
Summit Financial, LLC 0.38% Add +14.3% 343,821 $17.0M
BTC Capital Management, Inc. 1.38% Add +6.0% 342,320 $16.9M
Aspen Wealth Management LLC 4.14% Reduce -1.4% 337,773 $16.7M
GP Brinson Investments LLC 7.11% Reduce -0.9% 337,386 $16.7M
Ellevest, Inc. 2.66% Reduce -81.4% 337,110 $16.7M
Meridian Management Co. 4.53% Reduce -29.5% 332,451 $16.6M
Procyon Advisors, LLC 1.56% Add +12.4% 333,313 $16.5M
Natixis Advisors, LLC 0.03% Add +0.5% 333,059 $16.5M
Venturi Wealth Management, LLC 0.81% Add +2.6% 331,984 $16.4M
Parker Financial LLC 7.03% Add +3.1% 329,155 $16.3M
Midwest Trust Co 0.22% — 327,270 $16.2M
Avior Wealth Management, LLC 0.56% Add +1.3% 326,735 $16.2M
Cibc World Market Inc. 0.04% Reduce -9.4% 325,211 $16.1M
Marotta Asset Management 3.22% Reduce -2.8% 324,674 $16.1M
Praetorian Wealth Management, Inc. 3.69% Add +2.3% 324,224 $16.0M
Kohmann Bosshard Financial Services, LLC 1.78% Add +2.5% 323,109 $16.0M
Bear Mountain Capital, Inc. 5.71% Add +0.8% 315,420 $15.9M
MassMutual Private Wealth & Trust, FSB 0.42% Add +0.4% 321,273 $15.9M
TrueWealth Financial Partners 8.69% Reduce -8.7% 318,764 $15.8M
Thrivent Financial for Lutherans 0.04% Add +3.2% 318,651 $15.8M
JNBA Financial Advisors 1.50% Add +3.8% 316,007 $15.6M
Meeder Advisory Services, Inc. 0.81% Reduce -4.5% 314,314 $15.5M
Okabena Investment Services Inc. 3.42% Add +14.2% 311,047 $15.4M
Focus Financial Network, Inc. 0.61% Add +5.6% 310,699 $15.4M
Mackenzie Financial Corp. 0.02% Add +2.4% 309,493 $15.3M
Bangor Savings Bank 1.36% Reduce -0.9% 308,121 $15.2M
Strategic Financial Planning, Inc. 9.45% Add +2.0% 306,874 $15.2M
Partners in Financial Planning 2.79% Reduce -2.1% 305,905 $15.1M
BIP Wealth, LLC 0.92% Reduce -3.5% 302,224 $14.9M
Petredis Investment Advisors LLC 1.31% Add +905.1% 302,086 $14.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -31.4% 302,086 $14.9M
Global Endowment Management, LP 1.96% No change 298,000 $14.7M
Global Retirement Partners, LLC 0.36% — 296,336 $14.7M
Oak Hill Wealth Advisors, LLC 3.04% Reduce -12.8% 295,168 $14.6M
Schwerin Boyle Capital Management Inc. 1.63% No change 296,020 $14.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Add +6.8% 295,512 $14.6M
Martin & Co. Inc. 2.68% Reduce -0.3% 294,600 $14.6M
Robinswood Financial LLC 5.13% Reduce -3.2% 292,979 $14.5M
Brooklyn FI, LLC 3.71% Add +7.1% 292,825 $14.5M
Blankinship & Foster, LLC 3.38% Reduce -1.2% 291,943 $14.4M
Rochester Wealth Strategies, LLC 10.30% Add +11.6% 290,382 $14.4M
Crestmont Private Wealth LLC 5.16% Add +0.2% 288,458 $14.3M
Kestra Private Wealth Services, LLC 0.20% Add +19.1% 286,766 $14.2M
UMB Bank, n.a. 0.22% Reduce -4.0% 285,924 $14.1M
Parallel Advisors, LLC 0.28% Add +3.5% 285,917 $14.1M
Franklin Resources Inc. 0.00% Reduce -29.1% 285,113 $14.1M
New Vernon Capital Holdings II LLC 6.75% Add +45.2% 284,473 $14.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.92% Add +2.8% 284,026 $14.0M
Stonehearth Capital Management, LLC 5.79% Add +0.4% 282,684 $14.0M
Tarbox Family Office, Inc. 2.10% Add +0.4% 282,212 $14.0M
WestHill Financial Advisors, Inc. 2.95% Add +0.1% 281,298 $13.9M
SigFig Wealth Management, LLC 0.46% Add +0.7% 281,483 $13.9M
Penserra Capital Management LLC 0.19% New 280,746 $13.9M
Drive Wealth Management, LLC 3.03% Add +1.0% 279,522 $13.8M
RTD Financial Advisors, Inc. 1.76% Reduce -4.9% 278,814 $13.8M
Dynamic Advisor Solutions LLC 0.43% Reduce -7.1% 278,264 $13.8M
Frontier Asset Management, LLC 3.73% Reduce -33.0% 277,362 $13.7M
Christopher J. Hasenberg, Inc 5.09% Add +307745.6% 277,061 $13.7M
Stash Investments, LLC 6.50% Add +4.0% 277,032 $13.7M
Twin Tree Management, LP 0.34% Add +93.2% 276,131 $13.7M
Cordant, Inc. 6.58% Reduce -3.6% 275,916 $13.6M
Everhart Financial Group, Inc. 1.57% Reduce -8.5% 275,348 $13.6M
Avantax Planning Partners, Inc. 0.43% Reduce -1.3% 274,880 $13.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +117.2% 272,319 $13.5M
Geneos Wealth Management Inc. 0.33% Add +12.9% 271,169 $13.4M
Moller Wealth Partners 2.95% Add +3.9% 269,931 $13.4M
J.W. Cole Advisors, Inc. 0.28% Add +91.0% 269,164 $13.3M
Raelipskie Partnership 6.05% Add +1.6% 267,408 $13.2M
Iron Horse Wealth Management, LLC 3.90% Add +2.1% 267,242 $13.2M
Prime Buchholz LLC 4.17% Add +0.0% 264,129 $13.1M
Aperture Investors, LLC 1.75% No change 263,332 $13.0M
Redwood Investment Management, LLC 1.38% Reduce -37.3% 263,310 $13.0M
Twele Capital Management, Inc. 2.57% Add +0.7% 262,298 $13.0M
Austin Private Wealth, LLC 1.03% Reduce -8.6% 261,779 $12.9M
Blue Edge Capital, LLC 1.92% Add +12.0% 260,603 $12.9M
SBI Securities Co., Ltd. 0.37% Add +4.7% 260,189 $12.9M
Fairview Capital Investment Management, LLC 0.66% Add +6.8% 259,493 $12.8M
Diversify Wealth Management, LLC 0.79% Add +4.9% 250,151 $12.8M
Gleason Group, Inc. 1.39% Add +80.0% 258,850 $12.8M
Stewardship Advisors, LLC 3.23% Reduce -0.5% 258,327 $12.8M
Windward Private Wealth Management Inc. 4.57% Reduce -0.6% 256,427 $12.7M
Signature Estate & Investment Advisors LLC 0.29% Add +1.6% 251,653 $12.4M
JFS Wealth Advisors, LLC 0.79% Add +3.9% 250,180 $12.4M
Arcataur Capital Management LLC 3.84% Add +1.8% 248,501 $12.3M
Stratos Wealth Partners, LTD. 0.17% Reduce -31.1% 247,142 $12.2M
Silvercrest Asset Management Group LLC 0.08% Reduce -0.1% 246,448 $12.2M
Evolution Advisers, Inc. 5.97% Reduce -1.9% 246,242 $12.2M
Foster Group, Inc. 0.41% Add +13.2% 244,725 $12.1M
Nations Financial Group Inc, /Ia/ 0.83% Reduce -1.5% 243,050 $12.0M
Raffa Wealth Management, LLC 2.40% Add +3.5% 242,310 $12.0M
DORVAL Corp 4.28% Add +7.2% 241,765 $12.0M
Obsidian Cio, LLC 1.73% Reduce -4.0% 240,832 $11.9M
GW&K Investment Management, LLC 0.11% Add +5.3% 239,480 $11.8M
Arcadia Wealth Management, LLC 5.15% Add +7.2% 238,188 $11.8M
Northeast Financial Group, Inc. 3.71% Add +20.7% 236,825 $11.7M
Harbor Advisory Corp. 3.72% Reduce -0.0% 235,870 $11.7M
Apriem Advisors 1.24% Add +7.5% 234,934 $11.6M
Pine Ridge Advisers LLC 0.74% No change 234,077 $11.6M
United Capital Financial Advisors, LLC 0.09% Reduce -3.3% 233,206 $11.5M
Wealthspire Retirement, LLC 0.75% Add +48.8% 230,045 $11.4M
Principal Securities, Inc. 0.21% Add +5.0% 229,457 $11.3M
LPWM LLC 3.29% Add +56.7% 228,288 $11.3M
Cairn Investment Group, Inc. 5.88% Reduce -1.2% 227,668 $11.3M
IFG Advisors, LLC 1.89% Add +23.0% 227,485 $11.3M
Beacon Financial Group 1.17% Add +86.6% 226,793 $11.2M
Boston Trust Walden Corp 0.08% Reduce -6.5% 226,069 $11.2M
MinichMacGregor Wealth Management, LLC 2.39% New 225,902 $11.2M
Farther Finance Advisors, LLC 0.22% Reduce -1.6% 223,475 $11.1M
Zhang Financial LLC 0.51% Add +3.8% 223,119 $11.0M
Simmons Bank 0.78% Reduce -3.2% 222,605 $11.0M
Beacon Investment Advisory Services, Inc. 0.48% Add +1.9% 221,569 $11.0M
Keener Financial Planning LLC 5.46% Add +18.2% 221,336 $10.9M
RPTC Inc. 1.92% Add +0.2% 221,235 $10.9M
Regal Investment Advisors LLC 0.82% Add +1.9% 220,924 $10.9M
Wrenne Financial Planning LLC 5.08% Add +12.1% 219,664 $10.9M
Galvin, Gaustad & Stein, LLC 0.94% Add +1.1% 218,839 $10.8M
Leavell Investment Management, Inc. 0.48% Add +9.7% 218,130 $10.8M
Creative Financial Designs Inc. 0.78% Add +1.4% 218,091 $10.8M
Oppenheimer & Co. Inc. 0.14% Add +2.1% 218,076 $10.8M
Mittelman Wealth Management 9.07% Reduce -9.9% 217,369 $10.8M
Sequoia Financial Advisors, LLC 0.07% Reduce -45.4% 216,974 $10.7M
Bar Harbor Wealth Management 0.69% Add +1.6% 216,925 $10.7M
Magnus Financial Group LLC 0.94% Add +0.4% 216,086 $10.7M
Kings Path Partners LLC 4.30% Add +6.2% 216,073 $10.7M
MainStreet Investment Advisors LLC 1.48% Reduce -1.9% 215,775 $10.7M
Mesirow Financial Investment Management, Inc. 0.21% Add +0.7% 215,448 $10.7M
Wela Strategies, Inc. 4.20% Add +1.0% 215,382 $10.7M
Advisory Services Network, LLC 0.17% Add +95.6% 213,853 $10.6M
Battery Global Advisors, LLC 5.25% Reduce -7.0% 215,165 $10.6M
Ameritas Investment Partners, Inc. 0.33% Reduce -0.8% 214,306 $10.6M
Conrad Siegel Investment Advisors, Inc. 2.38% Add +43.3% 214,088 $10.6M
Idaho Trust Co 3.76% Add +1.7% 212,941 $10.5M
BTG Pactual Asset Management US LLC 1.41% Add +3.5% 211,997 $10.5M
American Trust 0.98% New 211,265 $10.4M
Associated Banc-Corp 0.30% Add +101.1% 211,172 $10.4M
Roble, Belko & Company, Inc 1.52% Add +11.4% 210,982 $10.4M
Hurlow Wealth Management Group, Inc. 2.95% Add +3.4% 210,864 $10.4M
Koss-Olinger Consulting, LLC 0.85% Reduce -7.7% 210,530 $10.4M
Wexford Capital LP 2.88% New 209,092 $10.3M
Copperwynd Financial, LLC 2.58% Reduce -11.6% 209,056 $10.3M
Cliffwater LLC 2.12% Reduce -0.3% 208,613 $10.3M
Harbour Investments, Inc. 0.26% Add +3.1% 207,057 $10.2M
Merit Financial Group, LLC 0.11% Add +50.0% 205,603 $10.2M
Diversify Advisory Services, LLC 0.39% Add +42.3% 198,358 $10.2M
Twin Focus Capital Partners, LLC 1.42% Reduce -0.1% 205,330 $10.2M
Atlantic Union Bankshares Corp 0.23% Add +4195.4% 204,717 $10.1M
Janney Capital Management LLC 0.65% Reduce -1.6% 204,689 $10.1M
Regimen Wealth, LLC 3.14% New 204,282 $10.1M
Affiance Financial, LLC 2.05% Add +10.7% 203,828 $10.1M
Old Mission Investment Co LLC 2.76% Add +2.0% 203,817 $10.1M
Penobscot Wealth Management 3.59% Add +6.5% 202,893 $10.0M
Dynasty Wealth Management, LLC 0.17% Reduce -5.8% 202,530 $10.0M
Benjamin Edwards Inc. 0.13% Reduce -8.8% 202,463 $10.0M
Mosaic Family Wealth Partners, LLC 1.28% Add +21.5% 202,372 $10.0M
Barry Investment Advisors, LLC 2.48% Reduce 0.0% 201,452 $10.0M
Park Place Capital Corp 2.25% Add +5.1% 198,599 $9.9M
TBH Global Asset Management, LLC 2.11% Reduce -20.6% 143,738 $9.9M
Bishop & Co Investment Management, LLC 3.54% Reduce -3.6% 199,112 $9.8M
Waterford Advisors, LLC 3.64% Reduce -99.3% 1,357 $9.8M
Integrated Advisors Network LLC 0.44% Reduce -1.8% 198,651 $9.8M
Newton One Investments LLC 3.08% Reduce -0.4% 198,013 $9.8M
Callan Family Office, LLC 0.31% Add +2.7% 197,720 $9.8M
BIP Alliance, LLC 3.76% Reduce -1.0% 197,694 $9.8M
Sterling Wealth Management, Inc. 3.33% — 197,505 $9.8M
Sovereign Financial Group, Inc. 2.00% Add +3.3% 195,957 $9.7M
Define Financial, LLC 6.38% Add +0.2% 195,835 $9.7M
Park Avenue Securities LLC 0.09% Add +6.6% 195,806 $9.7M
Signal Advisors Wealth, LLC 0.76% Add +35.8% 195,709 $9.7M
Cambridge Advisors Inc. 2.02% Reduce -2.1% 195,074 $9.6M
Cranbrook Wealth Management, LLC 2.06% Add +1.3% 194,884 $9.6M
Howe & Rusling Inc. 0.71% Add +12.5% 194,632 $9.6M
PFW Advisors LLC 2.94% Reduce -5.2% 193,147 $9.6M
Three Bridge Wealth Advisors, LLC 2.51% Add +2.9% 192,722 $9.5M
BlueSky Wealth Advisors, LLC 1.38% Reduce -5.8% 192,313 $9.5M
Menora Mivtachim Holdings LTD. 0.05% Add +52.5% 190,680 $9.4M
Mgo One Seven LLC 0.30% Add +2.3% 190,318 $9.4M
Money Concepts Capital Corp. 0.63% Add +12.7% 189,716 $9.4M
Polianta Ltd 4.04% Add +3.3% 189,500 $9.4M
Anderson Hoagland & Co. 0.89% Reduce -22.1% 189,462 $9.4M
180 Wealth Advisors, LLC 1.31% Add +5.1% 189,123 $9.4M
Smith & Howard Wealth Management, LLC 2.37% Reduce -2.6% 189,023 $9.3M
Connors Investor Services Inc. 0.82% Add +3.4% 187,177 $9.3M
Ariston Services Group 6.58% No change 187,052 $9.3M
Laird Norton Wetherby Wealth Management, LLC 0.41% — 186,425 $9.2M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -3.3% 185,803 $9.2M
FF Advisors,LLC 4.75% Add +1.2% 185,200 $9.2M
Buck Wealth Strategies, LLC 1.40% Add +28.7% 185,162 $9.2M
St. Louis Trust Co 1.22% Reduce -1.3% 184,792 $9.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -3.2% 184,005 $9.1M
Lodestar Private Asset Management LLC 1.04% Add +2.5% 183,091 $9.1M
Charles Schwab Trust Co 0.68% Add +6.3% 182,524 $9.0M
Standard Family Office LLC 10.53% No change 181,722 $9.0M
Parr McKnight Wealth Management Group, LLC 1.23% Add +3.0% 181,432 $9.0M
Cypress Financial Planning LLC 2.94% Add +1.4% 181,213 $9.0M
Echo45 Advisors LLC 5.63% Add +0.2% 180,497 $8.9M
CoreCap Advisors, LLC 0.36% Add +2.2% 179,803 $8.9M
Fifth Third Wealth Advisors LLC 0.37% Add +53.7% 179,429 $8.9M
Tortoise Investment Management, LLC 0.85% Add +0.9% 179,171 $8.9M
Bison Wealth, LLC 0.70% Add +26.4% 178,435 $8.8M
Axiom Financial Strategies, LLC 4.92% Reduce -0.5% 178,131 $8.8M
Stephens Inc. 0.12% Add +0.3% 177,864 $8.8M
NorthCoast Asset Management LLC 0.04% Reduce -0.7% 177,719 $8.8M
Robertson Stephens Wealth Management, LLC 0.30% Reduce -4.3% 177,261 $8.8M
NDVR, Inc. 8.22% Add +2.1% 177,227 $8.8M
Smith, Moore & Co. 0.74% Reduce -3.2% 177,128 $8.8M
Atmos Advisory, LLC 5.56% Reduce -3.2% 176,394 $8.7M
Central Bank & Trust Co. 1.42% Reduce -10.3% 175,366 $8.7M
Sage Rhino Capital LLC 1.83% Add +13.6% 175,235 $8.7M
Wealth Management Strategies, Inc. 4.62% Add +13.5% 173,676 $8.6M
Grove Bank & Trust 1.07% Add +10.8% 173,150 $8.6M
Mountain Capital Investment Advisors Inc. 1.64% Add +2.6% 172,248 $8.6M
Forefront Analytics, LLC 9.50% Add +9.7% 172,044 $8.5M
Atria Wealth Solutions, Inc. 0.19% Reduce -78.7% 170,973 $8.5M
Roberts Wealth Advisors, LLC 2.44% Add +6.4% 171,444 $8.5M
AQR Capital Management 0.01% Add +38.9% 170,108 $8.4M
Canada Post Corp Registered Pension Plan 0.49% New 170,000 $8.4M
Waterloo Capital, L.P. 0.68% Add +5.3% 169,087 $8.4M
Ascent Group, LLC 0.32% Reduce -3.0% 166,852 $8.3M
Aletheian Wealth Advisors LLC 4.06% Add +8.4% 166,827 $8.3M
Freedom Financial Partners LLC 3.48% Add +6.1% 166,801 $8.2M
Fort Point Capital Partners LLC 0.82% Reduce -1.4% 166,120 $8.2M
Capital Investment Advisors, LLC 0.14% Reduce -6.6% 165,991 $8.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.67% No change 165,500 $8.2M
FSA Wealth Management LLC 3.18% Reduce -9.1% 164,703 $8.1M
First Manhattan Co. Llc. 0.02% Add +56.3% 163,277 $8.1M
Cardiff Park Advisors, LLC 0.70% Add +4.6% 162,688 $8.0M
Courage Miller Partners, LLC 2.54% Add +1.2% 162,295 $8.0M
Trustmark Bank Trust Department 0.55% Reduce -65.7% 161,399 $8.0M
Obsido Oy 6.06% Add +1.7% 161,334 $8.0M
Northeast Investment Management 0.34% Add +7.4% 160,791 $8.0M
Aurelius Family Office LLC 3.75% Add +1.2% 160,616 $7.9M
Bay Harbor Wealth Management, LLC 2.30% Reduce -1.9% 160,132 $7.9M
Wallington Asset Management, LLC 1.11% New 159,885 $7.9M
Marshall & Sullivan Inc. 3.80% Add +1.0% 159,826 $7.9M
4Thought Financial Group Inc. 4.19% Add +1.9% 159,631 $7.9M
Soltis Investment Advisors LLC 0.62% Add +9.9% 159,522 $7.9M
Bartlett & Co. Wealth Management LLC 0.11% Add +0.0% 159,256 $7.9M
Tme Financial, Inc. 6.36% Add +9.2% 159,049 $7.9M
Principal Financial Group Inc. 0.00% Reduce -3.1% 158,003 $7.8M
Tamar Securities, LLC 0.95% Add +2.6% 157,681 $7.8M
Jefferies Financial Group Inc. 0.13% New 157,600 $7.8M
Watershed Private Wealth LLC 2.83% Add +69.0% 157,346 $7.8M
Strategic Financial Partners, Ltd. 3.61% Add +179.4% 157,066 $7.8M
REAP Financial Group, LLC 1.82% Add +23.1% 157,027 $7.8M
Zeit Capital LLC 5.53% Reduce -0.0% 156,484 $7.7M
Exchange Traded Concepts, LLC 0.10% Add +1112.1% 156,263 $7.7M
Founders Grove Wealth Partners, LLC 1.93% Add +4.0% 155,423 $7.7M
Hiley Hunt Wealth Management 3.88% Add +2.0% 155,208 $7.7M
Strategic Blueprint, LLC 0.38% Reduce -9.3% 154,649 $7.6M
Sierra Capital LLC 0.88% Reduce -8.1% 153,849 $7.6M
Investment Partners, LTD. 2.87% Add +7.2% 153,169 $7.6M
Courier Capital LLC 0.46% Reduce -0.1% 152,819 $7.6M
Nelson Capital Management, LLC 0.99% Add +0.7% 151,559 $7.5M
Bristlecone Advisors, LLC 0.63% Add +0.8% 151,514 $7.5M
NewSquare Capital LLC 0.56% Add +0.5% 150,998 $7.5M
Applied Capital LLC 3.27% Add +1.6% 150,200 $7.4M
Henshaw Capital LLC 0.29% No change 150,000 $7.4M
Joule Financial, LLC 2.38% Add +0.3% 148,145 $7.3M
Proathlete Wealth Management LLC 2.32% Add +4.1% 147,708 $7.3M
Pinnacle Associates Ltd. 0.11% Add +2.5% 147,365 $7.3M
Fiduciary Group, LLC 0.69% Add +2.7% 147,307 $7.3M
Ameraudi Asset Management, Inc. 3.81% Reduce -5.1% 146,879 $7.3M
Wesbanco Bank Inc. 0.21% Add +16.1% 145,912 $7.2M
Tenret Co LLC 3.91% Reduce -18.1% 144,883 $7.2M
Rareview Capital LLC 4.49% Reduce -15.6% 143,735 $7.1M
Analyst IMS Investment Management Services Ltd. 0.24% Reduce -0.1% 143,543 $7.1M
Seven Springs Wealth Group, LLC 1.79% Reduce -0.2% 143,480 $7.1M
CFS Investment Advisory Services, LLC 0.58% Add +1.2% 142,888 $7.1M
Ashton Thomas Private Wealth, LLC 0.25% Add +4.1% 142,610 $7.1M
Modern Wealth Management, LLC 0.17% Add +1.9% 142,381 $7.0M
Two Sigma Securities, LLC 0.87% Add +125.3% 141,952 $7.0M
Abacus Planning Group, Inc. 1.04% Add +3.0% 141,736 $7.0M
Asset Management One Co., Ltd. 0.02% Add +0.3% 141,200 $7.0M
Dorsey & Whitney Trust CO LLC 0.37% Add +14.2% 141,150 $7.0M
Beirne Wealth Consulting Services, LLC 2.26% Add +0.3% 141,095 $7.0M
LBMC Investment Advisors, LLC 0.50% Add +2.3% 141,046 $7.0M
World Investment Advisors 0.16% Add +47.3% 140,773 $7.0M
Consolidated Portfolio Review Corp 0.96% Add +0.7% 140,600 $7.0M
Seneca Financial Advisors LLC 2.67% Reduce -1.2% 140,292 $6.9M
Plancorp, LLC 0.24% Reduce -2.9% 139,654 $6.9M
RiverGlades Family Offices LLC 4.53% Add +4.6% 139,492 $6.9M
Common Fund for Nonprofit Organizations 0.71% Reduce -44.5% 139,445 $6.9M
Cwm, LLC 0.02% Add +1.6% 138,033 $6.8M
Foundations Investment Advisors, LLC 0.11% Add +287.7% 137,689 $6.8M
Perigon Wealth Management, LLC 0.16% Add +3.2% 136,975 $6.8M
Aspire Private Capital, LLC 1.56% Reduce -5.5% 135,942 $6.7M
Vident Advisory, LLC 0.08% Add +24.7% 135,761 $6.7M
Heritage Trust Co 0.77% Reduce -0.3% 135,580 $6.7M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +2.8% 135,291 $6.7M
Guardian Wealth Advisors, LLC 3.96% Add +4.8% 135,099 $6.7M
Hillcrest Wealth Advisors - NY, LLC 3.12% Add +0.5% 134,141 $6.6M
Rockbridge Investment Management, LCC 0.71% Reduce -1.3% 134,133 $6.6M
Stonekeep Investments, LLC 4.45% Reduce -0.1% 133,718 $6.6M
OneDigital Investment Advisors LLC 0.07% Add +1.5% 133,676 $6.6M
Synovus Financial Corp. 0.08% Add +7.3% 133,446 $6.6M
Rathbones Group PLC 0.03% Add +4.8% 133,405 $6.6M
Invst, LLC 0.82% Reduce -0.1% 133,009 $6.6M
Parkside Financial Bank & Trust 0.71% Add +6.6% 132,650 $6.6M
O'shaughnessy Asset Management, LLC 0.04% Add +4.1% 132,356 $6.5M
Frank, Rimerman Advisors LLC 0.44% No change 132,156 $6.5M
Tribridge Partners Financial LLC 3.83% — 132,021 $6.5M
Rodgers & Associates, LTD 0.72% Reduce -0.9% 131,605 $6.5M
Abound Wealth Management 1.84% Add +6.0% 131,321 $6.5M
Sunflower Bank, N.A. 1.64% Reduce -4.4% 131,227 $6.5M
Peak Retirement Planning, Inc. 2.61% Add +180.6% 130,946 $6.5M
Continuum Wealth Advisors, LLC 3.10% New 130,597 $6.5M
North Star Asset Management Inc. 0.27% Reduce -1.3% 130,139 $6.4M
Bricktown Capital, LLC 1.16% Reduce -1.0% 130,003 $6.4M
Level Wealth Management LLC 3.72% Reduce -11.3% 129,440 $6.4M
Vanguard Personalized Indexing Management, LLC 0.07% New 128,038 $6.3M
VestGen Advisors, LLC 0.25% Reduce -4.6% 127,975 $6.3M
Bradley Foster & Sargent Inc. 0.10% Reduce -0.9% 127,953 $6.3M
Fairway Wealth LLC 2.02% Reduce -15.1% 127,682 $6.3M
Michelson Medical Research Foundation, Inc. 6.06% No change 127,630 $6.3M
Martel Wealth Advisors LLC 1.16% Reduce -1.9% 126,991 $6.3M
First Citizens Bank & Trust Co. 0.11% Reduce -4.4% 126,403 $6.3M
Axos Invest Inc. 4.72% Reduce -6.9% 126,381 $6.3M
Family Firm, Inc. 1.49% Reduce -0.1% 125,288 $6.2M
Motive Wealth Advisors 2.81% Add +19.9% 124,879 $6.2M
Cedar Point Capital Partners, LLC 4.35% Reduce -9.3% 124,809 $6.2M
First Horizon Advisors, Inc. 0.16% Add +0.5% 124,525 $6.2M
Gould Capital, LLC 4.11% Reduce -0.1% 124,429 $6.2M
Brady Martz Wealth Solutions, LLC 1.19% Reduce -0.7% 123,935 $6.1M
Eagle Bay Advisors LLC 5.06% Reduce -10.9% 123,682 $6.1M
Cherry Tree Wealth Management, LLC 1.41% Reduce -1.3% 122,975 $6.1M
Retirement Wealth Solutions LLC 4.43% Reduce -1.1% 122,616 $6.1M
Gladwyn Financial Advisors, Inc. 4.68% — 122,187 $6.0M
Birch Hill Investment Advisors LLC 0.27% Add +0.4% 122,050 $6.0M
Matrix Private Capital Group LLC 3.54% Reduce -1.8% 121,890 $6.0M
Trust Co of the South 1.07% Add +16.9% 121,727 $6.0M
Heritage Investors Management Corp. 0.19% Add +0.5% 121,493 $6.0M
Dravo Bay LLC 2.90% Reduce -0.2% 120,622 $6.0M
Savant Capital, LLC 0.04% Add +2.8% 121,303 $6.0M
Advocate Group LLC 1.07% Add +2.0% 121,274 $6.0M
Ancora Advisors LLC 0.12% Reduce -1.3% 120,350 $6.0M
Arete Wealth Advisors, LLC 0.42% Add +3.2% 120,283 $5.9M
Main Street Financial Solutions, LLC 0.43% Add +6.7% 119,821 $5.9M
Talon Private Wealth, LLC 0.82% Add +15.7% 119,782 $5.9M
rebel Financial LLC 2.70% — 119,697 $5.9M
AllSquare Wealth Management LLC 3.32% Reduce -0.7% 119,539 $5.9M
Drucker Wealth 3.0, LLC 1.14% Reduce -15.9% 118,579 $5.9M
LBJ Family Wealth Advisors, Ltd. 3.41% Reduce -4.0% 118,567 $5.9M
Symmetry Partners, LLC 0.72% Reduce -16.2% 118,482 $5.9M
WealthBridge Investment Counsel Inc. 1.90% Add +5.9% 118,450 $5.9M
Woodstock Corp. 0.53% Reduce -10.2% 117,657 $5.8M
Jackson Hole Capital Partners, LLC 1.06% Add +2.3% 117,023 $5.8M
Hilltop National Bank 1.50% — 116,448 $5.8M
Ritholtz Wealth Management 0.13% Reduce -6.1% 115,731 $5.7M
HT Partners LLC 1.75% Reduce -2.0% 115,671 $5.7M
SkyOak Wealth, LLC 1.15% Add +3.2% 115,407 $5.7M
Parthenon LLC 0.65% Add +1.1% 115,193 $5.7M
Myecfo, LLC 2.79% Add +3.8% 115,027 $5.7M
Kanawha Capital Management LLC 0.42% Reduce -0.3% 114,518 $5.7M
Winthrop Advisory Group LLC 0.54% Reduce -1.5% 114,188 $5.6M
Ethos Financial Group, LLC 0.49% Add +8.8% 114,102 $5.6M
Marshall Wace, LLP 0.01% New 113,749 $5.6M
Walkner Condon Financial Advisors LLC 1.04% Add +3.6% 113,707 $5.6M
Haverford Trust Co 0.05% Add +4.3% 113,388 $5.6M
Legacy PCG, LLC 3.59% Reduce -2.1% 113,279 $5.6M
Econ Financial Services Corp 2.88% Reduce -1.1% 113,039 $5.6M
Summit Wealth Group, LLC 1.44% Add +4.0% 113,003 $5.6M
Schwarz Dygos Wheeler Investment Advisors LLC 1.27% Add +1.0% 112,776 $5.6M
Stephenson & Company, Inc. 3.38% Add +3.0% 112,340 $5.6M
S&co Inc. 0.36% Add +0.5% 111,972 $5.5M
Cedar Mountain Advisors, LLC 1.15% Add +3.1% 111,643 $5.5M
James J. Burns & Company, LLC 0.90% Add +3.8% 111,608 $5.5M
Legacies Wealth LLC 3.67% Add +6.1% 111,601 $5.5M
CENTRAL TRUST Co 0.13% Add +13.5% 110,937 $5.5M
Nipun Capital, L.P. 2.96% No change 110,200 $5.5M
Wedbush Securities Inc. 0.19% Add +16.2% 110,100 $5.4M
Sigma Planning Corp 0.16% Add +4.0% 109,951 $5.4M
Private Client Services, LLC 2.11% Add +32.8% 109,602 $5.4M
Breakwater Investment Management 2.10% Reduce -0.1% 109,579 $5.4M
Oliver Luxxe Assets LLC 0.97% Add +42.9% 109,487 $5.4M
Cornerstone Wealth Advisors, Inc. 1.39% Add +1.1% 108,964 $5.4M
Thrive Capital Management, LLC 1.69% New 108,960 $5.4M
Aspiriant, LLC 0.17% Add +0.5% 108,842 $5.4M
HCR Wealth Advisors 0.63% Add +0.2% 108,791 $5.4M
Retirement Guys Formula LLC 2.04% New 108,815 $5.4M
Genesis Wealth Advisors, LLC 4.03% Add +5.3% 108,542 $5.4M
Quantinno Capital Management LP 0.02% Add +41.3% 108,170 $5.4M
Lowe Brockenbrough & Co. Inc. 0.30% Reduce -0.5% 107,989 $5.3M
RFG Advisory, LLC 0.13% Reduce -7.3% 107,656 $5.3M
Parsons Capital Management Inc. 0.33% Reduce -0.3% 107,644 $5.3M
Texas Yale Capital Corp. 0.17% Add +1.6% 107,616 $5.3M
Johnson Financial Group, Inc. 0.24% Add +44.6% 107,490 $5.3M
Segall Bryant & Hamill, LLC 0.07% New 107,470 $5.3M
Brown Brothers Harriman & Co. 0.03% Add +2.4% 107,272 $5.3M
Financial Synergies Wealth Advisors, Inc. 0.58% Reduce -1.9% 106,965 $5.3M
Kearns & Associates LLC 3.03% Add +0.7% 106,700 $5.3M
St Germain D J Co. Inc. 0.23% Reduce -0.4% 106,346 $5.3M
Thrive Wealth Management, LLC 0.85% Add +10.8% 106,066 $5.2M
CGN Advisors LLC 0.47% Add +0.9% 106,042 $5.2M
Mirador Capital Partners LP 0.85% Add +1.2% 105,496 $5.2M
Syon Capital LLC 0.34% Reduce -1.1% 105,073 $5.2M
Oakwell Private Wealth Management, LLC 1.20% Reduce -1.9% 104,938 $5.2M
1900 Wealth Management LLC 0.39% Add +0.3% 104,743 $5.2M
Orin Green Financial, LLC 2.19% Reduce -6.4% 104,704 $5.2M
Glenview Trust Co 0.09% Reduce -18.6% 104,642 $5.2M
Duncan Williams Asset Management, LLC 1.63% Add +8.5% 104,514 $5.2M
Hancock Whitney Corp. 0.10% Add +49.6% 104,436 $5.2M
GoalFusion Wealth Management, LLC 2.65% Reduce -1.4% 104,122 $5.1M
McNamara Financial Services, Inc. 1.02% Reduce -1.1% 103,720 $5.1M
Peterson Wealth Advisors, LLC 0.84% Add +2.2% 103,482 $5.1M
Principia Wealth Advisory, LLC 4.34% Reduce -0.5% 103,328 $5.1M
Andina Capital Management, LLC 3.56% Add +24.1% 102,872 $5.1M
Trevian Wealth Management LLC 3.09% Reduce -16.9% 102,351 $5.1M
Trust Co. of Vermont 0.24% Reduce -1.0% 102,333 $5.1M
Kickstand Ventures, Llc. 1.18% Reduce -6.3% 102,029 $5.0M
Diversified Trust Co. 0.11% Add +183.2% 101,658 $5.0M
Tikvah Management LLC 1.66% No change 101,580 $5.0M
XY Planning Network, Inc. 1.71% Add +14.7% 101,344 $5.0M
Trust Co 0.57% Reduce -54.2% 101,297 $5.0M
MCF Advisors LLC 0.33% Add +19.9% 101,166 $5.0M
Compass Wealth Management, LLC 2.68% — 101,152 $5.0M
Richmond Investment Services, LLC 1.06% Add +85.7% 101,095 $5.0M
Triangle Securities Wealth Management 1.23% Reduce -0.1% 101,093 $5.0M
Ackerman Capital Advisors, LLC 1.16% Add +382.8% 101,016 $5.0M
Titan Global Capital Management USA LLC 0.79% Reduce -18.1% 100,928 $5.0M
Davis R M Inc. 0.09% Reduce -18.1% 100,808 $5.0M
One Degree Advisors Inc 1.76% Reduce -0.0% 99,776 $4.9M
Roundview Capital LLC 0.33% Add +2.7% 99,602 $4.9M
Crewe Advisors LLC 0.70% Add +7.7% 99,390 $4.9M
Hemington Wealth Management 0.71% Reduce -4.5% 99,389 $4.9M
Bordeaux Wealth Advisors LLC 0.63% Reduce -9.6% 99,259 $4.9M
Headinvest, LLC 1.04% Reduce -2.5% 98,997 $4.9M
Alley Investment Management Company, LLC 0.59% Add +0.2% 98,952 $4.9M
Harvest Investment Advisors, LLC 3.14% Reduce -1.3% 98,619 $4.9M
DDFG, Inc 1.22% Reduce -0.7% 97,883 $4.8M
Waters Parkerson & Co., LLC 0.24% Reduce -8.2% 97,576 $4.8M
Pine Valley Investments Ltd Liability Co 0.28% Add +0.9% 97,324 $4.8M
1834 Investment Advisors Co. 0.61% Reduce -1.0% 97,079 $4.8M
Opus Capital Group, LLC 0.57% Add +3.7% 96,774 $4.8M
Chilton Capital Management LLC 0.17% Reduce -0.8% 96,324 $4.8M
VCI Wealth Management LLC 1.66% Add +13.8% 95,804 $4.7M
Tull Financial Group, Inc. 2.15% Add +9.2% 95,551 $4.7M
REDW Wealth LLC 1.88% Reduce -2.7% 95,482 $4.7M
Cahill Financial Advisors Inc. 0.58% Reduce -8.2% 95,202 $4.7M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -24.9% 95,066 $4.7M
Evercore Wealth Management, LLC 0.07% Reduce -5.8% 94,402 $4.7M
Naples Global Advisors, LLC 0.40% Add +0.1% 94,131 $4.7M
IFP Advisors, Inc 0.13% Reduce -14.0% 94,067 $4.7M
Arrowroot Family Office, LLC 2.09% — 94,061 $4.7M
SWS Partners 1.25% Add +12.7% 93,905 $4.6M
BHK Investment Advisors, LLC 1.81% Reduce -0.1% 93,602 $4.6M
Certus Wealth Management, LLC 2.97% Add +49.6% 93,272 $4.6M
Avidian Wealth Enterprises, LLC 0.19% Reduce -5.3% 93,158 $4.6M
Smartleaf Asset Management LLC 0.40% Add +40.6% 92,937 $4.6M
Woodmont Investment Counsel LLC 0.30% Reduce -0.3% 92,416 $4.6M
BOK Financial Private Wealth, Inc. 0.30% Reduce -20.6% 92,159 $4.6M
Marathon Strategic Advisors, LLC 4.23% Add +5.0% 92,133 $4.6M
Waldron Private Wealth LLC 0.20% Reduce -0.1% 92,069 $4.6M
Tudor Investment Corporation 0.03% Add +1.0% 91,782 $4.5M
Addis & Hill, Inc 2.96% Reduce -0.6% 91,631 $4.5M
Warner Financial, Inc. 1.87% Add +1.3% 91,635 $4.5M
Journey Beyond Wealth, LLC 3.81% Add +30.0% 91,394 $4.5M
Landmark Wealth Management, LLC 1.92% Reduce -3.1% 91,168 $4.5M
Hardy Reed LLC 0.36% Add +0.0% 90,913 $4.5M
Atlantic Edge Private Wealth Management, LLC 1.23% Add +6.5% 90,908 $4.5M
Wealth Advisory Team LLC 4.20% — 90,894 $4.5M
Columbus Macro, LLC 0.55% Add +0.9% 90,623 $4.5M
Fiducient Advisors LLC 0.55% Reduce -2.0% 90,572 $4.5M
McAdam, LLC 0.25% Reduce -4.0% 90,542 $4.5M
Nwam LLC 0.26% Add +75.2% 90,076 $4.5M
Venture Visionary Partners LLC 0.17% Add +2.7% 90,372 $4.5M
Great Valley Advisor Group, Inc. 0.10% Add +0.5% 90,310 $4.5M
Manchester Capital Management LLC 0.58% Reduce -26.9% 89,563 $4.4M
Von Berge Wealth Management Group, LLC 2.47% Reduce -1.6% 86,765 $4.4M
Becker Capital Management Inc. 0.14% Reduce -3.4% 88,776 $4.4M
BKM Wealth Management, LLC 1.71% Reduce -0.9% 88,733 $4.4M
Cooksen Wealth, LLC 3.51% Add +8.8% 88,398 $4.4M
K2 Financial Inc. 3.84% Reduce -4.4% 87,137 $4.4M
Victory Financial Group, LLC 0.69% Reduce -16.4% 87,753 $4.3M
1ST Source Bank 0.24% Add +2.0% 87,584 $4.3M
FMA Wealth Management, LLC 3.19% Add +1.7% 87,030 $4.3M
Earned Wealth Advisors, LLC 0.84% Add +45.6% 86,965 $4.3M
Ensign Peak Advisors, Inc 0.01% New 86,918 $4.3M
Arkadios Wealth Advisors 0.13% Add +2.1% 86,774 $4.3M
SVB Wealth LLC 0.23% New 86,743 $4.3M
Kagan Cocozza Asset Management 3.29% Add +2.0% 86,686 $4.3M
HB Wealth Management, LLC 0.03% Reduce -2.4% 86,621 $4.3M
Sarasin & Partners LLP 0.04% Add +46.8% 86,531 $4.3M
Lee Danner & Bass Inc. 0.33% Reduce -0.7% 86,434 $4.3M
VERITY Wealth Advisors 2.86% Reduce -0.0% 86,117 $4.3M
Kitching Partners, LLC 4.32% Add +8.3% 85,777 $4.2M
TD Private Client Wealth LLC 0.10% Reduce -0.5% 85,567 $4.2M
Signal Tree Financial Partners LLC 3.64% Reduce -7.4% 85,398 $4.2M
Fiera Capital Corp 0.01% No change 85,360 $4.2M
Ameritas Advisory Services, LLC 0.22% Reduce -38.9% 85,041 $4.2M
Hantz Financial Services, Inc. 0.07% New 84,983 $4.2M
Brighton Jones LLC 0.11% Add +2.4% 84,768 $4.2M
Atlas Capital Advisors Inc. 0.50% Reduce -13.7% 83,230 $4.1M
Private Wealth Advisors, LLC 1.61% Reduce -48.8% 83,171 $4.1M
Granite Harbor Advisors, Inc. 1.92% Reduce -2.5% 82,661 $4.1M
Martin Worley Group 2.00% Reduce -1.6% 82,638 $4.1M
Bank of New Hampshire 1.01% Reduce -2.0% 82,167 $4.1M
Maltin Wealth Management, Inc. 1.82% Add +7.7% 81,960 $4.1M
Gutierrez Wealth Advisory, LLC 2.71% Reduce -1.4% 81,740 $4.0M
One Day In July LLC 0.36% Reduce -23.7% 81,229 $4.0M
Fourpath Capital Management, LLC 0.63% Reduce -0.6% 81,068 $4.0M
Fortitude Family Office, LLC 1.32% Add +55.0% 80,803 $4.0M
Fifth Third Securities, Inc. 0.30% Add +4.8% 80,772 $4.0M
Defined Wealth Management, LLC 2.45% Reduce -0.6% 80,106 $4.0M
Level Financial Advisors 1.23% Add +14.0% 80,049 $4.0M
Lutz Financial Services LLC 0.31% Reduce -0.0% 80,047 $4.0M
Values Added Financial LLC 1.91% Reduce -14.7% 79,455 $3.9M
Financial Strategies Group, Inc. 0.82% Reduce -0.5% 79,109 $3.9M
AE Wealth Management LLC 0.03% Add +1.5% 78,719 $3.9M
Heartwood Wealth Advisors LLC 0.41% Add +10.4% 78,646 $3.9M
Gordian Advisors LLC 2.76% Add +4.1% 78,065 $3.9M
First Western Trust Bank 0.17% Add +0.4% 77,957 $3.9M
Retirement Planning Group, LLC 0.16% Reduce -3.0% 77,491 $3.8M
Wooster Corthell Wealth Management, Inc. 0.70% Reduce -0.7% 76,847 $3.8M
DBK Financial Counsel, LLC 3.43% Reduce -1.1% 76,783 $3.8M
Compton Wealth Advisory Group, LLC 0.96% Reduce -0.8% 76,537 $3.8M
Aerodigm Wealth, LLC 1.82% Add +78.8% 76,494 $3.8M
Security Financial Services, INC. 0.67% Add +0.1% 76,286 $3.8M
Accelerate Investment Advisors LLC 2.80% Add +4.4% 76,159 $3.8M
Howland Capital Management LLC 0.15% Reduce -2.0% 76,149 $3.8M
YANKCOM Partnership 1.84% Add +11.2% 76,030 $3.8M
Perissos Private Wealth Management, LLC 2.96% New 75,768 $3.7M
Wealth Advisory Solutions, LLC 0.95% Reduce -1.8% 75,651 $3.7M
WBH Advisory Inc. 0.32% Add +2.1% 75,149 $3.7M
Summit Financial Strategies, Inc. 0.34% Add +0.6% 74,746 $3.7M
Burney Co./ 0.12% Reduce -0.1% 73,883 $3.7M
Rinkey Investments 1.09% Reduce -10.7% 73,399 $3.6M
Clearstead Advisors, LLC 0.05% Reduce -14.3% 73,301 $3.6M
Cutler Investment Counsel LLC 0.40% Add +6.1% 73,253 $3.6M
Van Strum & Towne Inc. 1.14% Reduce -0.5% 73,034 $3.6M
Berkshire Asset Management LLC 0.16% No change 72,959 $3.6M
Sharkey, Howes & Javer 0.48% Add +23.9% 72,862 $3.6M
American Investment Services, Inc. 0.91% Reduce -4.0% 72,391 $3.6M
First Heartland Consultants, Inc. 0.32% Add +6.4% 72,341 $3.6M
Trust Point Inc. 0.34% Reduce -4.3% 72,184 $3.6M
Family CFO Inc 1.78% Add +0.3% 71,994 $3.6M
Newport Capital Group, LLC 2.39% Add +2.4% 71,323 $3.5M
TPG Financial Advisors, LLC 1.41% Add +11.6% 71,247 $3.5M
Breed's Hill Capital LLC 1.69% Reduce -1.8% 71,167 $3.5M
Blueprint Investment Partners LLC 0.62% Add +373.1% 70,981 $3.5M
CFO4Life Group, LLC 0.55% Reduce -4.4% 70,804 $3.5M
LM Advisors LLC 0.45% Reduce -1.6% 69,876 $3.5M
Aspen Grove Capital, LLC 0.59% Add +32.6% 69,675 $3.4M
Hilltop Wealth Advisors, LLC 1.92% Add +0.9% 69,195 $3.4M
Fidelis Capital Partners, LLC 0.31% Add +0.3% 67,758 $3.4M
Congress Asset Management Co. 0.02% Reduce -2.6% 68,782 $3.4M
Campion Asset Management 2.55% Add +1.0% 68,574 $3.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +7.9% 68,549 $3.4M
TFO Wealth Partners, LLC 0.60% Add +0.0% 68,468 $3.4M
Astoria Strategic Wealth, Inc. 0.91% Add +32.3% 68,442 $3.4M
D'Orazio & Associates, Inc. 0.47% Reduce -13.9% 67,944 $3.4M
LMCG Investments, LLC 0.21% Add +1.9% 67,695 $3.3M
Werba Rubin Papier Wealth Management 0.63% Add +3.3% 67,327 $3.3M
SWP Financial LLC 1.83% Add +66.8% 67,221 $3.3M
NorthCrest Asset Manangement, LLC 0.09% Add +2.0% 66,398 $3.3M
Atlatl Advisers LLC 1.56% Add +9.3% 66,886 $3.3M
Phoenix Financial Ltd. 0.04% Reduce -2.0% 66,558 $3.3M
Integrated Capital Management, LLC 1.57% Add +6.1% 64,584 $3.3M
Avion Wealth 0.75% Reduce -16.1% 66,295 $3.3M
SOL Capital Management CO 0.32% Add +33.9% 66,215 $3.3M
Linscomb Wealth, Inc. 0.15% Reduce -3.7% 66,215 $3.3M
Asset Allocation Strategies LLC 0.72% Reduce -50.0% 66,132 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -2.1% 65,950 $3.3M
Pachira Investments Inc. 2.46% Add +10.5% 65,798 $3.3M
AlphaStar Capital Management, LLC 0.23% New 65,453 $3.2M
Gotham Asset Management 0.02% Add +5.6% 65,377 $3.2M
First Bancorp, Inc 1.85% Reduce -3.6% 65,075 $3.2M
Kentucky Farm Bureau Mutual Insurance Co 0.69% No change 65,000 $3.2M
Lanark Financial, Inc. 0.26% Add +133.1% 64,993 $3.2M
American Alpha Advisors, LLC 2.58% Reduce -19.2% 64,707 $3.2M
Grey Fox Wealth Advisors, LLC 0.76% Add +5.4% 64,646 $3.2M
Truepoint, Inc. 0.08% Reduce -8.4% 64,640 $3.2M
CWA Asset Management Group, LLC 0.14% Add +1.8% 64,583 $3.2M
Bridgewealth Advisory Group, LLC 0.81% Add +603.5% 64,570 $3.2M
Agf Management Ltd. 0.01% Add +2.2% 64,372 $3.2M
Seven Post Investment Office LP 1.20% Add +0.2% 64,355 $3.2M
VSM Wealth Advisory, LLC 1.04% Add +0.7% 63,756 $3.2M
American Financial Advisors, LLC 0.44% Add +5.8% 63,487 $3.1M
Salomon & Ludwin, LLC 0.31% Reduce -0.4% 62,992 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -8.9% 63,417 $3.1M
Disciplined Investments, LLC 1.32% Add +2.4% 63,114 $3.1M
Hohimer Wealth Management, LLC 0.56% Add +0.1% 63,085 $3.1M
Fire Capital Management LLC 1.98% Add +47.6% 62,938 $3.1M
Cadence Wealth Management LLC 2.06% Add +17.4% 62,928 $3.1M
Elevated Capital Advisors, LLC 0.87% No change 68,698 $3.1M
Argent Trust Co 0.12% Add +20.2% 62,843 $3.1M
Auour Investments LLC 1.07% Add +0.2% 62,813 $3.1M
Louisbourg Investments Inc. 0.73% Add +5.0% 62,794 $3.1M
E&G Advisors, LLC 0.80% Add +0.1% 62,741 $3.1M
Future You Wealth LLC 1.68% Add +22.6% 62,620 $3.1M
AlTi Global, Inc. 0.08% Add +34.8% 61,831 $3.1M
Creekside Partners 1.45% Add +2.1% 61,695 $3.1M
Financial Life Advisors 1.04% Add +443.7% 61,562 $3.0M
Capital Group Private Client Services, Inc. 0.03% Add +0.0% 61,548 $3.0M
Kingsview Wealth Management, LLC 0.05% Add +1.6% 61,416 $3.0M
Wells Trecaso Financial Group, LLC 0.94% Add +8.0% 61,403 $3.0M
Aegis Wealth Management LLC 1.81% No change 66,706 $3.0M
Sensible Financial Planning & Management, LLC. 0.57% Reduce -7.0% 61,001 $3.0M
Canandaigua National Bank & Trust Co. 0.28% Reduce -42.7% 60,939 $3.0M
Apollon Wealth Management, LLC 0.06% Add +6.6% 60,749 $3.0M
Avestar Capital, LLC 0.22% Reduce -0.1% 60,556 $3.0M
Ironwood Investment Management LLC 1.46% Add +5.2% 60,512 $3.0M
Joel Isaacson & Co., LLC 0.12% Add +4.6% 60,502 $3.0M
Randall & Associates Wealth Management 2.30% Reduce -1.9% 60,418 $3.0M
Bryn Mawr Trust Advisors, LLC 0.16% Add +23.8% 60,362 $3.0M
Victrix Investment Advisors 1.32% Add +4.1% 60,112 $3.0M
Fort Sheridan Advisors LLC 0.42% Add +8.1% 59,970 $3.0M
Ieq Capital, LLC 0.02% Reduce -25.0% 59,875 $3.0M
Aureus Asset Management, LLC 0.19% Add +0.3% 59,559 $2.9M
Pinnacle Bancorp, Inc. 0.91% Reduce -1.6% 59,558 $2.9M
Ti-Trust, Inc. 1.97% Add +1.6% 59,557 $2.9M
HM Payson & Co. 0.05% Add +4.8% 59,267 $2.9M
Brightwater Advisory LLC 2.11% Reduce -0.3% 59,234 $2.9M
Schaper Benz & Wise Investment Counsel Inc. 0.22% Add +177.8% 58,989 $2.9M
Institute for Wealth Management, LLC. 0.33% Reduce -1.2% 58,905 $2.9M
Hikari Power Ltd 0.24% No change 58,810 $2.9M
Johnson Bixby & Associates, LLC 0.40% Reduce -17.2% 58,608 $2.9M
Connecticut Wealth Management, LLC 0.14% Add +6.8% 58,477 $2.9M
Vestmark Advisory Solutions, Inc. 0.04% New 58,466 $2.9M
Brickley Wealth Management 0.56% Add +0.1% 58,334 $2.9M
Hexagon Capital Partners LLC 0.64% Reduce -2.5% 58,318 $2.9M
Ascent Capital Management, LLC 2.56% Add +2.7% 58,246 $2.9M
First National Bank of Omaha 0.19% Reduce -2.1% 58,219 $2.9M
Prentice Wealth Management LLC 0.76% Reduce -81.0% 58,095 $2.9M
Stone Summit Wealth LLC 0.89% Reduce -2.1% 58,087 $2.9M
Running Point Capital Advisors, LLC 0.79% Add +4.8% 57,975 $2.9M
Integrity Wealth Solutions LLC 1.40% Add +6.3% 57,963 $2.9M
Manuka Financial, LLC 1.56% Reduce -20.3% 57,675 $2.9M
Cary Street Partners Financial LLC 0.08% Add +2.2% 57,422 $2.8M
Burke & Herbert Bank & Trust Co. 0.64% Reduce -4.2% 57,396 $2.8M
New England Private Wealth Advisors LLC 0.42% Add +0.2% 56,699 $2.8M
Sageworth Trust Co 0.16% Reduce -1.2% 57,138 $2.8M
Savvy Advisors, Inc. 0.19% Add +68.9% 56,707 $2.8M
Spire Wealth Management 0.10% Reduce -10.2% 56,512 $2.8M
PAX Financial Group, LLC 0.53% Reduce -1.6% 56,314 $2.8M
Upper Left Wealth Management, LLC 1.84% Reduce -16.0% 55,708 $2.8M
FSB Premier Wealth Management, Inc. 0.98% Reduce -3.0% 55,567 $2.7M
NavPoint Financial, Inc. 1.66% Reduce -8.7% 55,534 $2.7M
Foundation Wealth Management, LLC\PA 1.19% Reduce -3.6% 55,500 $2.7M
Northland Capital Management LLC 1.69% Add +16.6% 55,498 $2.7M
Vista Investment Management 1.01% Reduce -7.2% 55,175 $2.7M
Monarch Capital Management Inc. 0.73% Reduce -0.7% 55,171 $2.7M
Silver Oak Securities, Incorporated 0.23% Add +4.1% 54,990 $2.7M
Qube Research & Technologies Ltd 0.00% New 54,879 $2.7M
BigSur Wealth Management LLC 0.68% No change 54,400 $2.7M
Welch & Forbes LLC 0.03% No change 54,196 $2.7M
Quantum Portfolio Management LLC 1.27% Add +29.6% 53,982 $2.7M
Red Wave Investments LLC 0.88% Reduce -0.8% 53,924 $2.7M
Gemmer Asset Management LLC 0.24% Add +1.8% 53,916 $2.7M
Blueprint Financial Advisors LLC 0.85% New 53,492 $2.6M
Renaissance Technologies 0.00% New 53,300 $2.6M
Norris Perne & French LLP 0.18% Reduce -0.5% 53,159 $2.6M
LMG Wealth Partners, LLC 0.54% Add +2.2% 52,981 $2.6M
BlackDiamond Wealth Management, LLC 1.51% Add +0.1% 52,645 $2.6M
Centennial Bank 1.09% Add +7.7% 52,660 $2.6M
Allie Family Office LLC 1.29% Add +5.9% 52,478 $2.6M
Garden State Investment Advisory Services LLC 0.70% Add +13.6% 52,375 $2.6M
Centaurus Financial, Inc. 0.15% Add +28.5% 52,062 $2.6M
Main Management LLC 0.20% Add +5.3% 51,904 $2.6M
Columbia River Financial Group, LLC 1.66% Reduce -6.3% 51,256 $2.6M
Single Point Partners, LLC 0.56% Reduce -4.0% 51,753 $2.6M
Financial Counselors Inc. 3.62% Reduce -86.1% 51,722 $2.6M
SilverOak Wealth Management LLC 0.48% Reduce -2.0% 51,370 $2.5M
Life Planning Partners, Inc 2.02% Add +4.5% 51,315 $2.5M
Falcon Wealth Planning 0.26% Add +11.8% 51,237 $2.5M
Worth Asset Management, LLC 1.25% New 51,204 $2.5M
Root Financial Partners, LLC 0.24% Reduce -9.7% 51,082 $2.5M
Allegiance Financial Group Advisory Services LLC 0.67% Reduce -12.9% 51,012 $2.5M
Private Trust Co. NA 0.24% Reduce -4.0% 50,450 $2.5M
Maripau Wealth Management LLC 1.24% Reduce -31.8% 49,677 $2.5M
Burling Wealth Partners, LLC 0.46% Reduce -2.5% 49,909 $2.5M
Evanson Asset Management, LLC 0.15% Add +2.6% 49,784 $2.5M
Brown Miller Wealth Management, LLC 0.77% Add +2.9% 49,782 $2.5M
Financial Guidance Group, Inc. 1.19% Reduce -1.7% 49,677 $2.5M
Mitchell McLeod Pugh & Williams Inc. 0.46% Add +2.9% 49,472 $2.4M
Coastline Trust Co 0.28% Add +7.9% 49,349 $2.4M
Prospera Financial Services Inc 0.05% Add +9.9% 49,226 $2.4M
Rialto Wealth Management, LLC 0.68% Reduce -2.4% 49,179 $2.4M
Financial Advocates Investment Management 0.20% Add +17.2% 49,028 $2.4M
Waterfront Wealth Inc. 0.54% Reduce -1.7% 48,966 $2.4M
Renasant Bank 1.61% Reduce -10.3% 48,824 $2.4M
Eclectic Associates Inc. 0.53% Add +3.2% 48,817 $2.4M
Titleist Asset Management, LLC 0.24% Reduce -1.9% 48,707 $2.4M
Rock Creek Group LLC 0.28% New 48,685 $2.4M
Nordwand Advisors, LLC 0.38% Add +3886.6% 48,637 $2.4M
Innova Wealth Partners 1.41% Reduce -3.6% 48,519 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 0.83% Reduce -2.5% 48,367 $2.4M
Carter Financial Group, INC. 1.55% — 48,020 $2.4M
BSW Wealth Partners 0.33% Reduce -9.3% 48,009 $2.4M
Summit Wealth Partners, LLC 0.45% Reduce -4.4% 48,007 $2.4M
MBL Wealth, LLC 0.23% Add +0.7% 47,898 $2.4M
Powell Investment Advisors, LLC 0.89% Add +0.2% 47,689 $2.4M
Delta Financial Advisors LLC 0.83% Reduce -0.4% 47,623 $2.4M
Daymark Wealth Partners, LLC 0.09% Reduce -13.7% 47,502 $2.3M
Ballast, Inc. 0.61% Reduce -26.0% 47,453 $2.3M
Opes Wealth Management LLC 0.42% Reduce -3.0% 47,396 $2.3M
Csenge Advisory Group 0.12% Add +2.7% 49,757 $2.3M
PFC Capital Group, Inc. 1.08% Add +116.8% 47,273 $2.3M
Hardin Capital Partners, LLC 1.36% Add +2.9% 46,651 $2.3M
Belpointe Asset Management LLC 0.10% Add +113.0% 46,341 $2.3M
Intrua Financial, LLC 0.33% Reduce -40.5% 46,147 $2.3M
Cornerstone Wealth Management, LLC 0.14% Add +4.2% 45,711 $2.3M
Cyndeo Wealth Partners, LLC 0.13% Reduce -0.6% 45,680 $2.3M
Flagship Harbor Advisors, LLC 0.11% Reduce -5.5% 45,543 $2.3M
Francis Financial, Inc. 0.52% Add +1.8% 45,349 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.24% No change 49,137 $2.2M
Stokes Family Office, LLC 0.23% Add +3.0% 44,905 $2.2M
Greenleaf Trust 0.02% Add +2.0% 44,710 $2.2M
Meridian Wealth Management, LLC 0.09% Add +9.4% 44,560 $2.2M
Balboa Wealth Partners 0.44% Add +18.3% 44,509 $2.2M
Asset Allocation & Management Company, LLC 1.02% Reduce -4.7% 44,203 $2.2M
A&I Financial Services, LLC 1.23% Add +1.0% 44,052 $2.2M
Private Wealth Asset Management, LLC 0.29% No change 43,850 $2.2M
Rothschild Wealth LLC 0.53% Reduce -0.6% 43,803 $2.2M
Climber Capital SA 1.38% No change 45,060 $2.2M
Sagace Wealth Management LLC 1.61% Reduce -2.3% 43,562 $2.2M
Bfsg, LLC 0.24% Reduce -7.8% 43,517 $2.2M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.1% 43,399 $2.1M
Verum Partners LLC 0.50% Reduce -13.6% 43,364 $2.1M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.1M
Greykasell Wealth Strategies, Inc. 1.02% Add +12.2% 43,167 $2.1M
Sound Stewardship, LLC 1.10% Add +12.8% 43,021 $2.1M
Financial Advisory Corp 0.33% Reduce -3.4% 42,946 $2.1M
MorganRosel Wealth Management, LLC 0.58% Add +5.3% 42,728 $2.1M
Flywheel Private Wealth LLC 1.70% Add +2.6% 42,710 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.0% 42,532 $2.1M
Berger Financial Group, Inc 0.14% Reduce -1.2% 42,365 $2.1M
Baron Silver Stevens Financial Advisors, LLC 0.33% Add +21.6% 42,193 $2.1M
Elmwood Wealth Management, Inc. 0.83% Reduce -39.3% 42,149 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -0.3% 42,045 $2.1M
Motley Fool Wealth Management, LLC 0.13% Reduce -18.9% 41,996 $2.1M
Asset Dedication, LLC 0.15% Add +23.3% 41,815 $2.1M
Monument Group Wealth Advisors, LLC 1.30% Reduce -5.5% 41,780 $2.1M
Koshinski Asset Management, Inc. 0.16% Add +1.9% 41,746 $2.1M
OLIO Financial Planning 0.65% Reduce -2.9% 41,537 $2.1M
Leo Wealth, LLC 0.16% Add +68.8% 41,198 $2.0M
WESCAP Management Group, Inc. 0.46% Reduce -15.7% 41,186 $2.0M
Exchange Capital Management, Inc. 0.30% Reduce -2.5% 41,177 $2.0M
LifePlan Investment Advisors, Inc. 1.01% Add +14.3% 41,089 $2.0M
Global Strategic Investment Solutions, LLC 0.22% Reduce -19.0% 41,068 $2.0M
Golden Road Advisors LLC 1.35% Add +3.5% 41,014 $2.0M
Rooted Wealth Advisors, Inc. 0.70% Add +10.9% 40,902 $2.0M
HBK Sorce Advisory LLC 0.05% Add +5.2% 40,898 $2.0M
Northwest Wealth Management, LLC 0.36% Reduce -8.4% 40,823 $2.0M
Riverpoint Wealth Management Holdings, LLC 0.47% Reduce -1.3% 40,822 $2.0M
Barings LLC 0.05% No change 40,756 $2.0M
Argyle Capital Partners, LLC 1.66% Reduce -9.8% 40,720 $2.0M
JDM Financial Group LLC 0.95% Reduce -0.7% 40,702 $2.0M
Topel & Distasi Wealth Management, LLC 1.05% Reduce -1.2% 40,546 $2.0M
Shufro Rose & Co. LLC 0.16% Reduce -0.5% 44,303 $2.0M
Matrix Asset Advisors Inc. 0.20% Add +0.9% 40,492 $2.0M
United Advisor Group, LLC 0.34% Add +118.3% 40,193 $2.0M
Plan Group Financial, LLC 0.65% New 40,138 $2.0M
United Community Bank 0.68% Reduce -11.5% 40,086 $2.0M
Compass Ion Advisors, LLC 0.21% Reduce -1.6% 39,904 $2.0M
Family Wealth Partners, LLC 0.79% Add +51.2% 39,881 $2.0M
Community Bank, N.A. 0.26% Reduce -8.2% 39,878 $2.0M
West Financial Advisors, LLC 0.34% Add +5.3% 39,706 $2.0M
Legacy Edge Advisors, LLC 0.26% Reduce -7.5% 39,626 $2.0M
Dakota Wealth Management 0.04% Reduce -0.3% 39,477 $2.0M
Chicago Partners Investment Group LLC 0.06% Add +2.0% 37,996 $1.9M
Disciplina Capital Management LLC 0.25% No change 39,324 $1.9M
CIBC Asset Management Inc 0.01% No change 39,215 $1.9M
VAUGHAN & Co SECURITIES, INC. 1.11% Reduce -0.8% 39,203 $1.9M
Westside Investment Management, Inc. 0.36% Reduce -0.7% 39,182 $1.9M
Aries Wealth Management 0.51% Add +0.2% 39,148 $1.9M
Gill Capital Partners, LLC 0.62% Reduce -6.5% 39,018 $1.9M
Cascade Financial Partners, LLC 0.23% Add +0.8% 38,807 $1.9M
Stratos Wealth Advisors, LLC 0.10% Reduce -37.4% 38,618 $1.9M
Gilman Hill Asset Management, LLC 0.31% Reduce -0.7% 38,511 $1.9M
NorthRock Partners, LLC 0.05% Reduce -1.8% 38,350 $1.9M
Atlas Legacy Advisors, LLC 0.42% Add +28.8% 38,220 $1.9M
Market Street Wealth Management Advisors LLC 0.31% No change 37,906 $1.9M
Greenwich Wealth Management LLC 0.09% Reduce -0.3% 37,859 $1.9M
South Plains Financial, Inc. 1.32% Reduce -3.2% 37,827 $1.9M
Archford Capital Strategies, LLC 0.24% Reduce -44.3% 37,807 $1.9M
Aire Advisors, LLC 0.36% Reduce -0.5% 37,807 $1.9M
Sachem Hill LLC 0.38% Add +0.5% 37,774 $1.9M
City State Bank 0.58% Reduce -0.2% 37,721 $1.9M
VPR Management LLC 0.88% Reduce -72.6% 37,700 $1.9M
Crescent Grove Advisors, LLC 0.18% Add +3.8% 37,688 $1.9M
Whipplewood Advisors, LLC 1.02% Add +18.7% 37,632 $1.9M
Millennium Management 0.00% Add +96.8% 37,564 $1.9M
May Hill Capital, LLC 0.61% Reduce -17.2% 37,514 $1.9M
BlackRock, Inc. 0.00% Add +32.4% 37,494 $1.9M
Foster & Motley Inc. 0.11% Add +26.4% 37,480 $1.9M
Brand Asset Management Group, Inc. 0.69% Add +6.6% 37,419 $1.9M
KMG Fiduciary Partners, LLC 0.14% Add +0.0% 37,369 $1.8M
General Partner, Inc. 1.07% No change 36,998 $1.8M
Covestor Ltd 1.08% Add +29.2% 36,877 $1.8M
Blue Trust, Inc. 0.02% Reduce -1.9% 36,741 $1.8M
GAMCO Investors 0.02% New 36,727 $1.8M
Frederick Financial Consultants, LLC 1.12% Reduce -5.7% 36,616 $1.8M
Navalign, LLC 0.50% Reduce -2.5% 36,593 $1.8M
Resolute Advisors LLC 0.45% Reduce -1.5% 36,542 $1.8M
Financial Enhancement Group LLC 0.26% Reduce -3.3% 36,342 $1.8M
RS Crum Inc. 0.43% No change 36,426 $1.8M
First Citizens Financial Corp 0.99% Reduce -22.4% 36,364 $1.8M
City Holding Co. 0.24% Add +4.9% 36,354 $1.8M
Red Lighthouse Investment Management, LLC 0.68% Add +0.1% 36,195 $1.8M
Maseco LLP 0.07% — 36,111 $1.8M
Roth Financial Partners LLC 0.64% Reduce -5.6% 36,048 $1.8M
Chesley Taft & Associates LLC 0.08% Add +12.2% 36,037 $1.8M
Avant Financial Advisors LLC 1.47% Add +7.3% 35,981 $1.8M
Quadrant Capital Group LLC 0.06% Reduce -6.6% 35,949 $1.8M
North Star Investment Management Corp. 0.12% Add +12.6% 35,781 $1.8M
Armbruster Capital Management, Inc. 0.32% Add +7.4% 35,740 $1.8M
FFT Wealth Management LLC 0.35% Reduce -28.4% 34,775 $1.8M
HRT Financial LP 0.01% New 35,631 $1.8M
Wealthcare Advisory Partners LLC 0.04% Reduce -10.3% 35,569 $1.8M
White Lighthouse Investment Management Inc. 0.28% Reduce -21.9% 35,378 $1.7M
Red Tortoise LLC 0.85% Reduce -31.1% 35,339 $1.7M
Holistic Financial Partners 0.76% Add +0.5% 35,313 $1.7M
One Capital Management, LLC 0.06% Add +2.3% 35,262 $1.7M
Journey Strategic Wealth LLC 0.06% Add +36.1% 35,203 $1.7M
Y-Intercept (Hong Kong) Ltd 0.04% New 35,075 $1.7M
Fiduciary Advisors, Inc. 1.51% Add +0.3% 34,761 $1.7M
Liberty Capital Management, Inc. 0.35% Reduce -1.0% 34,720 $1.7M
StoneX Group Inc. 0.08% Reduce -15.0% 34,715 $1.7M
Southland Equity Partners LLC 0.38% Add +334.1% 34,640 $1.7M
LifeGuide Financial Advisors, LLC 0.63% Add +8.6% 34,623 $1.7M
Lazard Asset Management LLC 0.00% Reduce -40.1% 34,535 $1.7M
First Trust Advisors LP 0.00% Add +2.7% 34,401 $1.7M
Wilson & Boucher Capital Management, LLC 1.19% Reduce -3.6% 34,376 $1.7M
Certior Financial Group, LLC 1.30% Add +12.1% 34,281 $1.7M
Nabity-Jensen Investment Management Inc 1.24% Add +1.4% 34,118 $1.7M
Bleakley Financial Group, LLC 0.04% Add +16.8% 34,088 $1.7M
Finley Financial, LLC 0.84% Reduce -9.9% 33,965 $1.7M
GC Wealth Management RIA, LLC 0.14% Reduce -4.9% 33,952 $1.7M
Bakala Capital LLC 9.63% Reduce -9.9% 33,916 $1.7M
Revisor Wealth Management LLC 0.60% Reduce -15.0% 33,682 $1.7M
Marshall Financial Group, LLC 0.33% Reduce -6.3% 33,801 $1.7M
Quantitative Investment Management, LLC 0.22% New 33,597 $1.7M
Global Financial Private Client, LLC 0.62% Reduce -3.0% 33,506 $1.7M
Afg Fiduciary Services Limited Partnership 1.07% Add +54.4% 33,357 $1.7M
C2C Wealth Management, LLC 1.50% Reduce -3.1% 33,394 $1.7M
Eastern Bank 0.03% Reduce -10.4% 33,355 $1.6M
Pure Portfolios Holdings LLC 0.56% Add +8.6% 33,237 $1.6M
Infinity Wealth Counsel, LLC 1.66% Reduce -1.0% 33,151 $1.6M
Davidson Trust Co. 0.76% Add +9.0% 33,093 $1.6M
Viewpoint Investment Partners Corp. 0.89% Add +58.0% 33,030 $1.6M
Comprehensive Money Management Services LLC 1.24% Reduce -1.7% 32,979 $1.6M
Sterling Investment Management, LLC 1.08% Reduce -3.8% 32,951 $1.6M
Nova R Wealth, Inc. 0.76% Add +0.1% 32,891 $1.6M
DHK Financial Advisors, Inc. 0.93% Reduce -3.3% 32,803 $1.6M
Coyle Financial Counsel LLC 0.43% Reduce -0.8% 32,734 $1.6M
Clarius Group, LLC 0.09% Add +2.7% 32,725 $1.6M
Cushing Capital Partners, LLC 1.37% Add +4.8% 32,696 $1.6M
Liberty Square Wealth Partners LLC 0.56% Reduce -21.3% 32,637 $1.6M
Pathway Financial Advisors LLC 0.24% Add +7.8% 32,481 $1.6M
Cypress Wealth Services, LLC 0.29% Add +22.9% 32,286 $1.6M
Compass Advisory Group LLC 0.50% Reduce -5.0% 32,158 $1.6M
Arbor Trust Wealth Advisors, LLC 0.78% Reduce -1.7% 32,148 $1.6M
Bahl & Gaynor LLC 0.01% Reduce -9.6% 32,124 $1.6M
Mosaic Advisors LLC 2.32% Reduce -0.7% 32,008 $1.6M
Hughes Financial Services, LLC 0.27% Reduce -1.7% 31,423 $1.6M
HUB Investment Partners, LLC 0.06% Reduce -1.9% 32,004 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -66.1% 31,885 $1.6M
Cobblestone Capital Advisors LLC 0.08% Reduce -1.9% 31,560 $1.6M
AMG National Trust Bank 0.04% Add +5.0% 31,550 $1.6M
Midwestern Financial, LLC 1.46% — 31,517 $1.6M
Braun-Bostich & Associates Inc. 1.06% Reduce -13.1% 31,461 $1.6M
Grove Street Fiduciary, LLC 0.75% Reduce -0.9% 31,365 $1.6M
Gridiron Partners, LLC 0.96% No change 31,171 $1.5M
International Assets Investment Management, LLC 0.12% Reduce -4.8% 30,985 $1.5M
Cape Cod Five Cents Savings Bank 0.14% No change 31,961 $1.5M
GAM Holding AG 0.11% No change 31,000 $1.5M
Krilogy Financial LLC 0.09% Reduce -5.9% 30,750 $1.5M
Sowell Financial Services LLC 0.06% Add +8.4% 30,736 $1.5M
Princeton Global Asset Management LLC 0.28% Add +6.0% 30,686 $1.5M
N.E.W. Advisory Services LLC 0.15% Reduce -0.4% 30,411 $1.5M
Independent Advisor Alliance 0.04% Add +37.6% 30,204 $1.5M
Windsor Capital Management, LLC 0.43% Reduce -2.1% 30,165 $1.5M
Valley Wealth Managers, Inc. 0.11% Reduce -2.0% 30,117 $1.5M
Mechanics Financial Corp 0.63% Reduce -14.5% 30,073 $1.5M
Elgethun Capital Management 0.30% Reduce -0.9% 29,907 $1.5M
Enterprise Bank & Trust Co 0.55% No change 29,890 $1.5M
Rosenberg Matthew Hamilton 0.34% Reduce -4.8% 29,771 $1.5M
Hilltop Holdings Inc. 0.09% Reduce -4.6% 29,739 $1.5M
Gainplan LLC 0.67% Reduce -49.0% 29,683 $1.5M
First Hawaiian Bank 0.20% Reduce -9.4% 29,674 $1.5M
Innealta Capital, LLC 0.77% Reduce -25.5% 29,607 $1.5M
Topsail Wealth Management, LLC 0.27% No change 29,562 $1.5M
Evergreen Capital Management LLC 0.04% Reduce -1.1% 29,410 $1.5M
Continuum Advisory, LLC 0.17% Add +8.9% 29,392 $1.5M
Hassell Wealth Management, LLC 0.53% Add +6.6% 28,334 $1.5M
Fiduciary Financial Group, LLC 0.26% Add +2.3% 29,224 $1.5M
Fca Corp. 0.43% Add +2.9% 29,336 $1.5M
Granite Investment Partners, LLC 0.07% No change 29,336 $1.5M
Trust Co. of Toledo NA 0.16% New 29,288 $1.4M
Orcam Financial Group 1.26% Add +6.2% 29,274 $1.4M
Synergy Financial Group, LTD 1.06% Reduce -0.7% 29,209 $1.4M
Maia Wealth LLC 0.27% Reduce -1.7% 29,162 $1.4M
Ofc Financial Planning, LLC 1.52% Add +1.5% 28,954 $1.4M
Cambridge Capital Management, LLC 0.77% Add +0.1% 28,901 $1.4M
Secure Asset Management, LLC 0.27% Add +429.7% 28,858 $1.4M
Freedom Investment Management, Inc. 0.11% Add +13.8% 28,824 $1.4M
Capital Analysts, LLC 0.05% Add +5.3% 28,784 $1.4M
Kendall Capital Management 0.38% Reduce -2.7% 28,766 $1.4M
Apexium Financial, LP 0.08% Reduce -11.4% 28,751 $1.4M
Catalyst Financial Partners LLC 0.15% Add +23.4% 28,707 $1.4M
Cornerstone Financial Group, LLC 1.21% Add +0.3% 28,687 $1.4M
Stonebridge Financial Planning Group, LLC 0.59% Reduce -1.7% 28,393 $1.4M
Independent Financial Group, LLC 0.04% Add +0.3% 28,362 $1.4M
Warwick Investment Management, Inc. 0.27% Add +14.6% 28,293 $1.4M
Scotia Capital Inc. 0.01% Reduce -0.1% 28,277 $1.4M
Chapin Davis, Inc. 0.39% Add +2.5% 28,233 $1.4M
Foresight Capital Management Advisors, Inc. 0.81% Reduce -3.1% 28,225 $1.4M
First Nebraska Trust Co 0.13% Add +1.6% 28,156 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +6.3% 28,145 $1.4M
WealthShield Partners, LLC 0.17% Reduce -0.7% 28,134 $1.4M
Factory Mutual Insurance Co. 0.02% No change 28,100 $1.4M
Allen Capital Group, LLC 0.14% Add +1.1% 28,021 $1.4M
Carret Asset Management, LLC 0.15% Reduce -2.8% 28,009 $1.4M
Sovereign Investment Advisors, LLC 0.38% Add +3.5% 27,983 $1.4M
Noble Family Wealth, LLC 0.34% Add +12.1% 27,972 $1.4M
Security Benefit Life Insurance Co. 0.66% No change 27,800 $1.4M
Fortis Capital Management LLC 0.21% Add +374.6% 27,785 $1.4M
BBR Partners, LLC 0.09% Add +116.1% 27,771 $1.4M
Certified Advisory Corp 0.14% Reduce -1.8% 27,712 $1.4M
Rossmore Private Capital 0.16% Reduce -2.6% 27,545 $1.4M
James Investment Research, Inc. 0.16% New 27,538 $1.4M
Appleton Partners Inc. 0.10% Add +35.3% 27,516 $1.4M
Smart Portfolios, LLC 1.36% Reduce -14.0% 27,293 $1.3M
Retirement Investment Advisors, Inc. 0.12% Reduce -0.3% 27,291 $1.3M
Diversified Enterprises, LLC 0.10% Add +6.6% 27,283 $1.3M
Conservest Capital Advisors, Inc. 0.13% Reduce -1.3% 27,247 $1.3M
Seldon Capital LP 0.58% No change 27,148 $1.3M
Sax Wealth Advisors, LLC 0.08% Reduce -29.1% 27,116 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Reduce -22.4% 27,088 $1.3M
Simplicity Wealth,LLC 0.06% Add +11.7% 27,008 $1.3M
BCS Wealth Management 0.29% Add +0.3% 26,955 $1.3M
Financial Insights, Inc. 0.49% Reduce -0.9% 26,871 $1.3M
SageView Advisory Group, LLC 0.05% Add +0.2% 26,345 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.25% Reduce -10.8% 26,833 $1.3M
Viewpoint Capital Management LLC 0.65% Reduce -0.3% 26,735 $1.3M
Morton Brown Family Wealth, LLC 0.40% No change 26,693 $1.3M
Sharp Wealth Advisory, LLC 0.85% Add +10.2% 26,669 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.23% Reduce -35.2% 26,642 $1.3M
Valpey Financial Services, LLC 0.91% — 26,500 $1.3M
SP Asset Management LLC 0.11% Reduce -1.3% 26,480 $1.3M
Encompass Wealth Advisors, LLC 0.48% Add +0.1% 26,405 $1.3M
Clarity Capital Advisors, LLC 0.76% Reduce -5.7% 26,387 $1.3M
Jane Street Group, LLC 0.00% New 26,181 $1.3M
Highland Capital Management, LLC 0.07% Reduce -1.3% 26,097 $1.3M
NBT Bank, N.A. 0.09% Add +0.7% 26,042 $1.3M
World Equity Group, Inc. 0.35% Reduce -3.0% 25,940 $1.3M
Composition Wealth, LLC 0.02% Add +460.3% 25,873 $1.3M
Phillips Financial Management, LLC 0.09% Reduce -12.3% 25,804 $1.3M
Compass Capital Corp. /Ma/ 0.60% Reduce -1.8% 26,748 $1.3M
First National Bank & Trust Co. of Newtown 0.25% Reduce -0.5% 25,744 $1.3M
Rockingstone Advisors LLC 0.67% Add +4.2% 25,645 $1.3M
Asset Management Group, Inc. 0.22% Add +5.3% 25,642 $1.3M
Financial Freedom, LLC 0.68% Add +306.4% 25,629 $1.3M
FC Advisory LLC 0.39% Reduce -4.8% 25,533 $1.3M
Shepherd Financial Partners LLC 0.13% Reduce -19.0% 25,490 $1.3M
Ausdal Financial Partners, Inc. 0.08% Add +5.4% 25,375 $1.3M
John G Ullman & Associates Inc. 0.19% Reduce -0.0% 25,300 $1.3M
Evermay Wealth Management LLC 0.15% Reduce -30.0% 25,185 $1.2M
Evolution Wealth Advisors, LLC 0.18% Add +205.6% 25,136 $1.2M
Novem Group 0.16% Add +6.0% 25,121 $1.2M
Riverbridge Partners LLC 0.02% No change 25,090 $1.2M
Angeles Investment Advisors, LLC 0.07% Add +4.5% 25,087 $1.2M
Rockwood Wealth Management, LLC 0.11% Add +6.4% 25,087 $1.2M
Rockland Trust Co. 0.06% Reduce -24.1% 25,041 $1.2M
Studio Investment Management LLC 0.25% Reduce -3.3% 25,013 $1.2M
DB Fitzpatrick & Co, Inc 1.10% Add +1.3% 24,973 $1.2M
Charter Oak Capital Management, LLC 0.10% Reduce -5.6% 24,956 $1.2M
C M Bidwell & Associates Ltd. 0.64% Reduce -2.4% 24,916 $1.2M
Diversified Portfolios, Inc. 0.12% Reduce -34.6% 24,899 $1.2M
Elios Financial Group Inc. 0.56% Add +9.1% 24,783 $1.2M
WFA of San Diego, LLC 0.90% — 24,745 $1.2M
Angeles Wealth Management, LLC 0.08% Add +936.8% 24,583 $1.2M
WASHINGTON TRUST Co 0.04% Reduce -8.6% 24,335 $1.2M
Acorn Wealth Advisors, LLC 0.45% Add +263.1% 24,285 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +12.0% 24,177 $1.2M
Keel Point, LLC 0.08% Reduce -3.2% 24,233 $1.2M
Moser Wealth Advisors, LLC 0.58% Reduce -0.1% 24,221 $1.2M
Altura Wealth Advisors Inc. 0.67% New 24,141 $1.2M
Pitcairn Co. 0.08% Add +4.9% 24,126 $1.2M
Per Stirling Capital Management, LLC. 0.16% Reduce -63.4% 24,084 $1.2M
McClarren Financial Advisors, Inc. 0.77% Add +13.6% 23,911 $1.2M
LongView Wealth Management 0.36% Reduce -12.5% 23,847 $1.2M
ESL Trust Services, LLC 0.24% Reduce -1.3% 23,729 $1.2M
Chemistry Wealth Management LLC 0.25% Reduce -2.5% 23,686 $1.2M
Archer Investment Corp 0.28% Add +10.9% 23,644 $1.2M
Kiley Juergens Wealth Management, LLC 0.27% Reduce -0.6% 23,634 $1.2M
Black Diamond Financial, LLC 0.18% Add +0.3% 23,631 $1.2M
Marks Group Wealth Management, Inc 0.11% Reduce -35.2% 23,559 $1.2M
Narus Financial Partners, LLC 0.36% Add +1.8% 23,481 $1.2M
Gladstone Institutional Advisory LLC 0.05% Add +23.9% 23,461 $1.2M
Arbor Wealth Advisors LLC 0.94% Add +0.0% 23,439 $1.2M
Snowden Capital Advisors LLC 0.03% Add +8.3% 23,340 $1.2M
Interchange Capital Partners, LLC 0.27% Reduce -4.9% 23,198 $1.1M
Red Door Wealth Management, LLC 0.14% Add +1.1% 23,187 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -36.5% 23,153 $1.1M
Mayflower Financial Advisors, LLC 0.16% Reduce -2.4% 23,119 $1.1M
Seaside Wealth Management, Inc. 0.36% Reduce -1.1% 23,116 $1.1M
Richard P Slaughter Associates Inc 0.23% Reduce -66.1% 23,051 $1.1M
My Personal CFO, LLC 0.52% Add +31.6% 23,018 $1.1M
Wellington Management Group LLP 0.00% Reduce -7.9% 23,012 $1.1M
Visionary Wealth Advisors 0.06% Add +1.5% 22,985 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -3.8% 22,932 $1.1M
Roof Eidam Maycock Peralta, LLC 0.28% Add +1.9% 22,916 $1.1M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +6.4% 22,886 $1.1M
Debussy Capital Management LP 0.17% Reduce -3.1% 22,803 $1.1M
Trace Wealth Advisors, LLC 0.92% Reduce -2.2% 22,715 $1.1M
Mayport, LLC 0.27% Reduce -14.2% 22,684 $1.1M
American National Bank & Trust 0.11% Add +45.4% 22,635 $1.1M
Summit Wealth Group LLC / Co. 0.28% — 22,617 $1.1M
North Dallas Bank & Trust Co. 0.85% — 22,605 $1.1M
F&V Capital Management, LLC 0.29% No change 22,580 $1.1M
Friday Financial 0.57% Add +2.9% 22,539 $1.1M
Lake Street Private Wealth, LLC 0.16% Reduce -3.7% 22,537 $1.1M
HSBC Holdings PLC 0.00% Reduce 0.0% 22,400 $1.1M
First American Bank 0.08% Add +1.3% 22,364 $1.1M
CogentBlue Wealth Advisors, LLC 0.85% Reduce -1.4% 22,347 $1.1M
OneAscent Financial Services LLC 0.08% Reduce -46.9% 22,258 $1.1M
First National Corp. /Ma/ 0.22% No change 22,170 $1.1M
Fund Evaluation Group, LLC 0.04% New 21,948 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.12% Reduce -12.1% 21,925 $1.1M
Aspen Investment Management Inc 0.46% Add +1.9% 21,892 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 21,717 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.34% Add +53.1% 21,533 $1.1M
Wellington Capital Management, Inc. 1.59% — 21,542 $1.1M
Stablepoint Partners, LLC 0.18% Add +1.3% 21,416 $1.1M
Meridian Investment Counsel Inc. 0.29% Add +4.9% 21,313 $1.1M
Factor Wealth Management LTD 0.29% Add +0.2% 21,206 $1.0M
Sightline Wealth Advisors, LLC 0.50% Add +1.9% 21,030 $1.0M
Investment Advisory Group, LLC 0.31% Reduce -4.2% 21,027 $1.0M
First Financial Corp. 0.46% Reduce -7.6% 21,026 $1.0M
Novak & Powell Financial Services, Inc. 0.72% Reduce -31.6% 20,932 $1.0M
Peak Financial Management, Inc. 0.29% Add +0.9% 20,919 $1.0M
Prudent Man Advisors, LLC 0.33% Reduce -1.3% 18,439 $1.0M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -6.5% 20,837 $1.0M
Voisard Asset Management Group, Inc. 0.27% Reduce -10.9% 20,826 $1.0M
Arcadia Investment Management Corp. 0.16% Reduce -0.2% 20,821 $1.0M
Swmg, LLC 0.35% Add +6.6% 20,372 $1.0M
Busey Bank 0.03% Add +3.2% 20,710 $1.0M
Ifrah Financial Services, Inc. 0.28% Reduce -0.5% 20,708 $1.0M
Golden Bell Financial Planning LLC 0.96% Add +0.1% 20,679 $1.0M
IHT Wealth Management, LLC 0.03% Add +45.4% 20,613 $1.0M
Canandaigua National Trust Co of Florida 0.72% Reduce -46.9% 20,590 $1.0M
Palisade Asset Management, LLC 0.10% Add +2.9% 20,539 $1.0M
Global Assets Advisory, LLC 0.39% Reduce -51.6% 20,208 $1.0M
Clarion Wealth Managment Partners, LLC 1.10% — 20,231 $1.0M
Waller Financial Planning Group, Inc. 0.24% Reduce -10.1% 20,229 $1.0M
Tenon Financial LLC 0.44% Add +100.1% 20,971 $993K
Rf&l Wealth Management, LLC 0.64% Add +4.3% 19,966 $988K
Moors & Cabot, Inc. 0.05% Reduce -4.9% 19,963 $987K
Hickory Point Bank & Trust 0.80% No change 19,959 $987K
First Interstate Bank 0.06% Add +4.0% 19,915 $985K
Washington Trust Bank 0.08% Reduce -21.2% 19,900 $984K
Barrett & Company, Inc. 0.37% Add +9.0% 19,822 $980K
Roberts Glore & Co. Inc. 0.29% Reduce -2.9% 19,815 $980K
Veery Capital, LLC 0.34% Add +3.6% 19,795 $979K
Ashton Thomas Securities, LLC 0.24% Reduce -0.2% 19,716 $975K
Allen Investment Management, LLC 0.01% Reduce -24.7% 19,709 $975K
Rydar Equities, Inc. 0.77% — 19,800 $974K
Tufton Capital Management 0.19% Reduce -0.7% 19,694 $974K
Oxford Financial Group, LTD. LLC 0.06% Reduce -16.5% 19,617 $970K
Clear Harbor Asset Management, LLC 0.07% No change 19,611 $970K
DF Dent & Co. Inc. 0.01% Add +0.8% 19,531 $966K
Hutchens & Kramer Investment Management Group, LLC 0.44% Add +8.3% 19,397 $963K
Gold Investment Management Ltd. 0.36% Add +1.3% 19,375 $962K
Stock Yards Bank & Trust Co. 0.03% Reduce -44.3% 19,385 $959K
Saranac Partners Ltd 0.51% Add +29.7% 19,375 $958K
Nicolet Bankshares Inc. 0.17% Add +39.0% 19,330 $956K
Astra Wealth Partners LLC 0.77% Add +8.7% 19,301 $955K
Shakespeare Wealth Management, LLC 0.25% Add +2.3% 19,269 $953K
PBMares Wealth Management LLC 0.17% Reduce -8.1% 19,268 $953K
Keudell/Morrison Wealth Management 0.21% Reduce -7.5% 19,260 $953K
Greenfield Savings Bank 0.43% Add +39.7% 19,222 $951K
Townsquare Capital LLC 0.09% Reduce -94.0% 19,107 $945K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -0.4% 19,073 $943K
Long Road Investment Counsel, LLC 0.35% Reduce -0.5% 18,980 $939K
Essex LLC 0.18% Add +20.5% 18,886 $934K
One Wealth Advisors, LLC 0.13% Reduce -4.5% 18,876 $934K
Bigelow Investment Advisors, LLC 0.41% Reduce -9.8% 18,874 $934K
Legacy Bridge, LLC 0.44% Add +5.0% 18,833 $931K
Crestwood Advisors Group, LLC 0.02% Reduce -0.6% 18,805 $930K
Park National Corp. 0.03% Reduce -11.0% 18,737 $927K
Causey Wealth LLC 0.48% Reduce -12.6% 18,733 $927K
Medallion Wealth Advisors, LLC 0.35% Reduce -3.6% 18,492 $917K
Gryphon Financial Partners LLC 0.12% Add +5.3% 18,522 $916K
Davidson Investment Advisors 0.04% No change 18,470 $914K
Richardson Financial Services Inc. 0.61% Add +233.2% 18,453 $913K
Jackson Creek Investment Advisors LLC 0.25% Reduce -2.2% 18,389 $910K
Kaizen Financial Strategies 0.46% Add +18.8% 18,381 $909K
L & S Advisors Inc 0.10% Add +13.6% 18,340 $907K
Parkside Investments, LLC 0.12% Add +0.6% 18,330 $907K
Flagstar Securities, Inc. 0.25% Reduce -29.0% 18,315 $906K
High Net Worth Advisory Group LLC 0.24% Reduce -0.7% 18,310 $906K
National Philanthropic Trust 0.01% Add +45.5% 18,175 $899K
Twin Lakes Capital Management, LLC 0.55% Reduce -3.5% 18,136 $897K
Gould Asset Management LLC 0.18% Reduce -10.9% 18,104 $895K
Rainey & Randall Wealth Advisors Inc. 0.16% Reduce -13.4% 18,065 $894K
Select Asset Management & Trust 0.31% New 18,027 $892K
Lord & Richards Wealth Management, LLC 0.93% Reduce -17.4% 18,001 $890K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.14% No change 17,900 $885K
Headlands Technologies LLC 0.11% New 17,839 $882K
Gradient Capital Advisors, LLC 0.26% Add +5.0% 17,770 $879K
Dentgroup LLC 0.61% Reduce -10.2% 17,761 $878K
Trilogy Capital Inc. 0.04% Reduce -50.0% 17,717 $876K
Obsidian Personal Planning Solutions LLC 0.35% Reduce -0.2% 17,703 $876K
Trivium Point Advisory, LLC 0.09% Add +76.0% 17,607 $871K
CX Institutional 0.03% Add +0.5% 17,595 $870K
Collective Family Office LLC 0.22% Reduce -1.7% 17,544 $868K
RCS Financial Planning, LLC 0.43% Add +58.1% 17,541 $868K
Integrated Investment Consultants, LLC 0.17% Add +0.9% 17,532 $867K
BridgePort Financial Solutions, LLC 0.29% Reduce -3.0% 17,514 $866K
Glassman Wealth Services 0.13% Reduce -0.5% 17,494 $865K
Pillar Financial Advisors, LLC 0.60% Reduce -1.8% 17,425 $862K
Absolute Capital Management, LLC 0.43% Add +3.6% 17,368 $859K
J2 Capital Management Inc 0.68% Add +4.2% 17,330 $857K
Wernau Asset Management Inc. 0.97% Reduce -11.3% 17,328 $857K
Washington Trust Advisors, Inc. 0.07% Add +0.7% 17,260 $854K
Aquire Wealth Advisors, LLC 0.23% Reduce -1.3% 17,260 $854K
Fiduciary Wealth Partners, LLC 0.80% Reduce -43.6% 17,167 $849K
Dynamic Wealth Strategies, LLC 0.61% Reduce -57.7% 17,144 $848K
Global Wealth Management Investment Advisory, Inc. 0.16% Reduce -4.5% 17,038 $843K
W1M Asset Management Ltd 0.06% Add +15.4% 16,989 $840K
Baldwin Wealth Partners LLC 0.06% Add +2.0% 16,854 $834K
BOS Asset Management, LLC 0.27% Add +0.3% 16,822 $832K
Mustard Seed Financial, LLC 0.60% Reduce -2.7% 16,730 $827K
Tilson Financial Group, Inc. 0.31% Reduce -0.4% 16,708 $826K
Curated Wealth Partners LLC 0.10% Reduce -6.5% 16,693 $826K
Park Edge Advisors, LLC 0.21% Reduce -3.5% 16,692 $826K
Cannon Financial Strategists, Inc. 0.13% Reduce -0.9% 16,662 $824K
Insigneo Advisory Services, LLC 0.07% Add +25.3% 16,645 $823K
Webster Bank, N. A. 0.09% Add +2.6% 16,636 $823K
Eukles Asset Management 0.34% Add +0.0% 16,609 $821K
Petix & Botte Co 0.20% Add +0.1% 16,588 $820K
Zacks Investment Management 0.01% Reduce -5.8% 16,546 $818K
NorthStar Asset Management LLC 0.43% Add +2.7% 16,526 $817K
Kovack Advisors, Inc. 0.08% Add +1.6% 16,451 $814K
Plum Street Advisors, LLC 0.36% No change 16,447 $813K
Everett Harris & Co. 0.01% Reduce -15.8% 16,406 $811K
Cape Ann Savings Bank 0.48% No change 16,379 $810K
Berkeley Capital Partners, LLC 0.21% Reduce -8.5% 16,348 $809K
Fortis Advisors, LLC 0.52% Add +0.3% 16,320 $807K
Squire Investment Management Company, LLC 0.30% Add +5.8% 16,249 $804K
Five Oceans Advisors 0.34% Reduce -13.1% 16,215 $802K
Prosperity Planning, Inc. 0.32% Reduce -3.3% 16,072 $795K
Horan Securities, Inc. 0.28% Add +4.5% 16,005 $792K
Ironwood Investment Counsel, LLC 0.12% Reduce -1.0% 15,877 $785K
Sharper & Granite LLC 0.30% Reduce -7.1% 15,721 $783K
VestGen Investment Management 0.56% Reduce -3.1% 15,771 $780K
Hikari Tsushin, Inc. 0.05% No change 15,745 $779K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.1% 15,687 $776K
Chokshi & Queen Wealth Advisors, Inc 0.44% No change 15,650 $774K
Essex Financial Services, Inc. 0.05% Reduce -4.9% 15,632 $773K
LaSalle St. Investment Advisors, LLC 0.21% Add +57.4% 15,594 $771K
DGS Capital Management, LLC 0.16% Add +13.4% 15,584 $771K
L.K. Benson & Company, P.C. 0.47% Reduce -3.3% 15,540 $769K
Motiv8 Investments LLC 0.47% Add +2.0% 15,539 $769K
Waypoint Wealth Partners Inc. 0.19% No change 15,494 $766K
GWN Securities Inc. 0.14% Reduce -23.5% 15,460 $766K
McLean Asset Management Corp 0.20% Add +40.2% 15,312 $763K
Quantum Financial Advisors, LLC 0.10% Add +2.3% 15,384 $761K
Citadel Advisors 0.00% Add +384.0% 15,378 $761K
IAG Wealth Partners, LLC 0.10% Add +484.2% 15,341 $759K
Madden Advisory Services, Inc. 0.32% Add +4.8% 15,316 $758K
Morling Financial Advisors, LLC 0.25% Reduce -14.6% 15,250 $754K
Net Worth Advisory Group 0.17% Add +18.4% 15,238 $754K
HBW Advisory Services LLC 0.09% Reduce -11.7% 15,138 $749K
Disciplined Investors, L.L.C. 0.58% Add +2.3% 15,125 $748K
FineMark National Bank & Trust 0.03% Add +10.0% 15,110 $747K
Goelzer Investment Management, Inc. 0.04% Add +1.8% 15,073 $746K
Glen Eagle Advisors, LLC 0.11% Add +2.8% 15,061 $745K
RHS Financial, LLC 0.42% Reduce -28.0% 15,052 $744K
Lynx Investment Advisory 0.49% Reduce -0.6% 15,050 $744K
Synergy Asset Management, LLC 0.09% New 15,034 $744K
Lam Group, Inc. 0.50% No change 15,005 $742K
Goldstein Advisors, LLC 0.10% Add +9.3% 14,977 $741K
Seven Mile Advisory 0.44% Add +0.1% 14,959 $740K
DecisionPoint Financial, LLC 0.19% Reduce -2.6% 14,897 $740K
Cohen Investment Advisors LLC 0.39% Add +4.1% 14,954 $740K
Perritt Capital Management Inc 0.38% Reduce -6.1% 14,951 $739K
Russell Investments Group, Ltd. 0.00% Add +25.5% 14,899 $737K
Sapient Capital LLC 0.01% Add +1.3% 14,880 $736K
Hurley Capital, LLC 0.52% Reduce -7.5% 14,862 $735K
Warren Street Wealth Advisors, LLC 0.24% Reduce -9.7% 14,857 $735K
Rehmann Capital Advisory Group 0.04% Add +4.0% 14,849 $734K
Cohen Capital Management, Inc. 0.12% Add +0.1% 14,817 $733K
Plan A Wealth LLC 0.41% Reduce -20.7% 14,745 $729K
WCG Wealth Advisors LLC 0.05% Reduce -0.8% 14,721 $728K
Monograph Wealth Advisors, LLC 0.09% Add +50.1% 14,680 $726K
Missouri Trust & Investment Co 0.24% No change 14,678 $726K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.1% 14,618 $723K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -15.4% 14,581 $721K
Aaron Wealth Advisors LLC 0.07% Add +0.2% 14,566 $720K
QRG Capital Management, Inc. 0.01% Add +34.6% 14,483 $716K
Weik Capital Management 0.28% No change 14,425 $713K
Columbia Asset Management 0.14% Add +0.3% 14,423 $713K
Laffer Tengler Investments, Inc. 0.15% Add +131.6% 14,421 $713K
Beacon Financial Advisory LLC 0.18% Add +75.1% 14,391 $712K
Estate Counselors, LLC 0.07% New 14,385 $711K
Spinnaker Trust 0.04% Add +38.9% 14,378 $711K
PFG Investments, LLC 0.04% Add +17.5% 14,343 $709K
IFG Advisory, LLC 0.04% Add +6.5% 14,323 $708K
Beaird Harris Wealth Management, LLC 0.05% Add +3.1% 14,249 $705K
Boston Research & Management Inc. 0.17% Reduce -6.1% 14,126 $699K
Wealth Architects, LLC 0.07% Add +3.8% 14,057 $695K
Radnor Capital Management, LLC 0.11% No change 14,060 $695K
PKS Advisory Services, LLC 0.17% Reduce -0.0% 13,993 $692K
Fortis Capital Advisors, LLC 0.12% Reduce -13.3% 13,983 $692K
Signet Financial Management, LLC 0.09% Reduce -7.7% 13,942 $690K
Cura Wealth Advisors, LLC 0.32% Add +27.8% 13,940 $689K
American Financial & Tax Strategies Inc. 0.36% Reduce -0.6% 13,937 $689K
Liberty Wealth Management LLC 0.11% New 14,025 $689K
Revolve Wealth Partners, LLC 0.09% No change 13,900 $687K
MMBG Investment Advisors Co. 0.07% Reduce -9.7% 13,856 $685K
GEN Financial Management, INC. 0.56% Reduce -0.2% 13,740 $680K
Key Financial Inc 0.14% Add +3.4% 13,688 $677K
Obermeyer Wealth Partners 0.03% Add +44.2% 13,688 $677K
HTG Investment Advisors, Inc. 0.25% No change 13,674 $676K
Marshall Financial Group Inc. 0.20% Reduce -6.2% 13,592 $672K
Atlas Brown,Inc. 0.22% Add +9.2% 13,581 $672K
Petra Financial Advisors Inc. 0.42% Reduce -2.5% 13,539 $670K
Austin Asset Management Co Inc 0.14% No change 13,486 $667K
ARK & TLK Investments, LLC 0.21% Reduce -4.7% 13,441 $665K
Opinicus Capital, Inc. 0.50% Add +5.0% 13,426 $664K
Verus Capital Partners, LLC 0.06% Add +0.4% 13,394 $662K
NorthLanding Financial Partners, LLC 0.59% Reduce -0.1% 13,384 $662K
Trek Financial, LLC 0.04% Reduce -27.1% 13,367 $661K
Parkworth Wealth Management, Inc. 0.48% Add +5.1% 13,359 $661K
AssuredPartners Investment Advisors, LLC 0.16% Reduce -74.3% 13,346 $660K
Cora Capital Advisors LLC 0.29% Reduce -7.5% 13,330 $659K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -1.7% 13,240 $655K
Guardian Financial Partners, LLC 0.29% Add +0.3% 13,232 $654K
Stordahl Capital Management, Inc. 0.15% Reduce -1.8% 13,206 $653K
Willow Creek Wealth Management Inc. 0.06% Add +15.2% 13,149 $650K
Nautilus Advisors LLC 0.48% No change 13,142 $650K
PUREfi Wealth, LLC 0.52% Reduce -18.6% 13,095 $648K
Elevation Point Wealth Partners, LLC 0.05% Reduce -0.3% 13,071 $646K
Carrera Capital Advisors 0.13% Reduce -18.0% 13,027 $644K
Brown Wealth Management, LLC 0.20% Add +14.0% 13,024 $644K
True Vision MN LLC 0.36% Reduce -1.5% 13,021 $644K
Virtue Capital Management, LLC 0.12% Reduce -31.1% 12,985 $642K
SLT Holdings LLC 0.49% New 12,977 $642K
Private Wealth Management Group, LLC 0.21% Reduce -1.6% 12,950 $640K
Florida Trust Wealth Management Co 0.02% Add +21.5% 12,906 $638K
Westmount Partners, LLC 0.17% Add +0.1% 12,882 $637K
Glass Jacobson Investment Advisors llc 0.24% Reduce -30.1% 12,810 $634K
Fulton Bank, N.A. 0.02% Add +1.7% 12,765 $631K
Optimum Investment Advisors 0.27% Add +0.3% 12,754 $631K
Brooklyn Investment Group 0.08% Add +1291.8% 15,268 $630K
Voya Financial Advisors, Inc. 0.06% Add +5.8% 12,752 $630K
Total Clarity Wealth Management, Inc. 0.18% Reduce -0.1% 12,717 $629K
Inscription Capital, LLC 0.09% Add +42.1% 12,665 $626K
Flputnam Investment Management Co. 0.01% Reduce -11.8% 12,610 $624K
Emerald Advisors, LLC 0.08% Reduce -14.1% 12,606 $623K
Silverlake Wealth Management LLC 0.18% New 12,604 $623K
North Capital, Inc. 0.53% Add +0.2% 12,517 $619K
Schwartz Investment Counsel Inc. 0.02% Reduce -4.3% 12,509 $619K
Wescott Financial Advisory Group, LLC 0.06% Add +19.4% 12,495 $618K
New Republic Capital, LLC 0.22% Add +16.6% 12,485 $618K
Motco 0.06% Reduce -26.1% 12,330 $614K
Kingswood Wealth Advisors, LLC 0.05% Reduce -9.8% 12,349 $611K
Alpha Omega Wealth Management LLC 0.11% No change 12,338 $610K
White Pine Capital LLC 0.19% No change 12,304 $609K
Wealthspan Partners, LLC 0.25% Reduce -21.2% 12,284 $608K
Forum Financial Management, LP 0.01% Add +6.0% 12,248 $606K
Sterling Investment Advisors, Ltd. 0.13% Reduce -5.1% 12,195 $603K
True Link Financial Advisors, LLC 0.04% Add +0.2% 12,176 $602K
SeaBridge Investment Advisors LLC 0.11% Reduce -7.9% 12,165 $602K
Wealthstream Advisors, Inc. 0.10% No change 12,159 $601K
Cozad Asset Management Inc. 0.05% Add +0.0% 12,139 $600K
Keystone Financial Group 0.05% No change 12,130 $600K
Golden State Wealth Management, LLC 0.07% Reduce -1.8% 12,114 $599K
Firestone Capital Management 0.14% Add +0.0% 11,982 $593K
Essex Bank 0.14% Add +19.0% 11,983 $593K
Strategic Financial Services, Inc. 0.03% No change 11,950 $591K
Bedel Financial Consulting, Inc. 0.08% Add +0.1% 11,946 $591K
Rockport Wealth LLC 0.14% Reduce -1.7% 11,941 $591K
River Wealth Advisors LLC 0.07% Reduce -2.6% 11,919 $590K
Cambridge Financial Group, LLC 0.22% Add +0.1% 11,814 $584K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.2% 11,807 $584K
Ocean Park Asset Management, LLC 0.02% No change 12,892 $583K
Platform Technology Partners 0.15% Add +2.2% 11,594 $573K
Lincoln Capital LLC 0.11% Add +2.6% 11,573 $572K
William Mack & Associates, Inc. 0.36% Reduce -7.5% 11,484 $568K
Michels Family Financial, LLC 0.48% Reduce -4.6% 11,460 $567K
Triad Wealth Partners, LLC 0.11% Add +37.6% 11,454 $567K
Balentine LLC 0.02% Add +1.2% 11,439 $566K
Quent Capital, LLC 0.05% Add +5.7% 11,425 $565K
Harbour Capital Advisors, LLC 0.12% No change 11,244 $560K
MSH Capital Advisors LLC 0.16% Reduce -0.6% 11,317 $560K
City Center Advisors, LLC 0.60% Reduce -2.0% 11,249 $556K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -2.9% 11,204 $554K
Capital Investment Advisory Services, LLC 0.05% Add +17.4% 11,189 $553K
Sage Capital Advisors,llc 0.14% Reduce -1.6% 11,186 $553K
Clientfirst Wealth Management, LLC 0.57% No change 11,180 $553K
ETF Portfolio Partners, Inc. 0.15% No change 11,173 $553K
TCI Wealth Advisors, Inc. 0.04% Reduce -2.2% 11,172 $553K
Tradition Wealth Management, LLC 0.04% Add +10.7% 11,131 $551K
Sequent Planning LLC 0.17% Add +10.2% 11,113 $550K
Vaughan David Investments LLC 0.01% New 11,090 $549K
Choate Investment Advisors 0.01% No change 11,091 $549K
SlateStone Wealth, LLC 0.05% No change 11,075 $548K
Sawgrass Asset Management LLC 0.06% Add +22.3% 11,054 $547K
Founders Financial Alliance, LLC 0.12% Add +0.0% 11,050 $547K
LexAurum Advisors, LLC 0.09% Add +0.1% 11,045 $546K
Live Oak Private Wealth LLC 0.08% No change 11,036 $546K
Baker Boyer National Bank 0.19% Add +1.9% 11,030 $546K
Axis Wealth Partners, LLC 0.36% Reduce -6.4% 10,999 $544K
Boltwood Capital Management 0.15% No change 10,938 $541K
Peak Asset Management, LLC 0.10% Reduce -0.8% 10,933 $541K
Morton Capital Management LLC 0.10% Reduce -28.9% 10,921 $540K
Holos Integrated Wealth LLC 0.32% Reduce -21.6% 10,635 $539K
Lion Street Advisors, LLC 0.16% Add +3.0% 10,848 $537K
Boston Family Office LLC 0.04% Add +2.1% 10,817 $535K
Peirce Capital Management, LLC 0.24% No change 10,783 $533K
Romano Brothers and Company 0.07% Reduce -10.4% 10,747 $532K
Jacobi Capital Management LLC 0.04% Add +10.7% 10,722 $530K
Alliance Wealth Advisors, LLC 0.29% No change 10,707 $530K
Meredith Wealth Planning 0.19% Add +1.6% 10,646 $527K
WealthCollab, LLC 0.30% No change 10,642 $526K
Smith Anglin Financial, LLC 0.05% Add +1.0% 10,620 $525K
LRI Investments, LLC 0.04% No change 10,594 $524K
Strategic Financial Concepts, LLC 0.07% Reduce -75.1% 10,584 $524K
J. W. Coons Advisors, LLC 0.12% Add +0.2% 10,558 $522K
Ade, LLC 0.28% Add +0.8% 10,551 $522K
Optima Capital LLC 0.28% Add +11.7% 10,530 $521K
Equita Financial Network, Inc. 0.21% Reduce -85.1% 10,516 $520K
Cloud Capital Management, LLC 0.32% Add +6.0% 10,405 $520K
Wealthcare Capital Management LLC 0.05% New 10,488 $519K
Country Club Bank 0.03% No change 10,501 $519K
Buckhead Capital Management LLC 0.20% Reduce -0.6% 10,445 $517K
Maxele Advisors, LLC 0.45% Add +3.1% 10,390 $514K
Clearstead Trust, LLC 0.10% Add +7.1% 10,389 $514K
Tillman Hartley LLC 0.15% Add +111.3% 10,379 $513K
Baker Ellis Asset Management LLC 0.07% Reduce -6.7% 10,332 $511K
LVM Capital Management Ltd. 0.05% Add +4.5% 10,274 $508K
Black Cypress Capital Management, LLC 0.42% Reduce -18.3% 10,267 $508K
M3 Advisory Group, LLC 0.35% Add +6.4% 10,262 $508K
Indiana Trust & Investment Management Co 0.17% Reduce -0.8% 10,204 $505K
Total Wealth Planning, LLC 0.06% Reduce -8.9% 10,193 $504K
Forza Wealth Management, LLC 0.21% Add +29.8% 10,182 $504K
Sachetta, LLC 0.20% Add +4.2% 10,163 $503K
Montag A & Associates Inc. 0.02% Reduce -8.8% 10,152 $502K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $500K
MeadowBrook Investment Advisors LLC 0.45% Reduce -7.8% 10,111 $500K
Oarsman Capital, Inc. 0.08% Add +6.1% 10,091 $499K
Summit Wealth & Retirement Planning, Inc. 0.13% Add +61.2% 10,084 $499K
Stevens Capital Partners 0.18% Add +3.7% 9,895 $499K
Citrine Capital LLC 0.26% Add +0.4% 10,078 $498K
TFB Advisors LLC 0.13% Add +6.3% 10,076 $498K
SGL Investment Advisors, Inc. 0.24% Add +6.9% 10,030 $498K
Pennington Partners & Co., LLC 0.27% Add +19.8% 10,040 $497K
Arista Wealth Management, LLC 0.07% Reduce -11.8% 10,031 $496K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 10,022 $496K
Colorado Capital Management, Inc. 0.21% Add +17.8% 9,996 $494K
Next Capital Management LLC 0.18% Reduce -22.1% 9,964 $493K
Emprise Bank 0.24% New 9,958 $493K
Lakeridge Wealth Management LLC 0.23% Reduce -1.9% 9,952 $492K
Evergreen Wealth Management, LLC 0.27% Reduce -1.6% 9,863 $488K
Alamar Capital Management, LLC 0.26% Reduce -7.8% 9,836 $486K
Etesian Wealth Advisors, Inc. 0.18% Reduce -15.2% 9,834 $486K
Optimist Retirement Group LLC 0.23% Add +1.7% 9,828 $486K
MBA Advisors LLC 0.22% Add +2.8% 9,808 $485K
Syverson Strege & Co 0.11% No change 9,807 $485K
KG Capital Management 0.14% Reduce -2.8% 9,673 $478K
Balanced Rock Investment Advisors LLC 0.38% Reduce -12.0% 9,671 $478K
Occidental Asset Management, LLC 0.07% Add +7.9% 9,628 $476K
Urban Financial Advisory Corp 0.24% Add +4.5% 9,615 $476K
McCarter Private Wealth Services LLC 0.27% No change 9,607 $475K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 9,597 $475K
3Chopt Investment Partners, LLC 0.11% Add +124.4% 9,539 $472K
ETF Store, Inc. 0.54% Add +0.0% 9,469 $468K
LCM Capital Management Inc 0.24% Reduce -5.4% 9,448 $467K
Note Advisors, LLC 0.32% Reduce -37.1% 9,425 $466K
Portland Financial Advisors Inc 1.12% Add +1.1% 9,399 $465K
Cordgrass Capital Advisors, LLC 0.13% Add +13.7% 9,374 $464K
Burton Enright Welch 0.08% New 9,371 $463K
Ascentis Wealth Management, LLC 0.13% Reduce -24.4% 9,318 $463K
Tiemann Investment Advisors, LLC 0.19% Reduce -5.5% 9,355 $463K
Murphy & Mullick Capital Management Corp 0.38% No change 9,284 $462K
Blue Barn Wealth, LLC 0.22% Add +16.0% 9,346 $462K
Moneco Advisors, LLC 0.04% Reduce -2.0% 9,321 $461K
L2 Asset Management, LLC 0.08% New 9,318 $461K
Bank of Marin 0.35% New 9,299 $460K
Probity Advisors, Inc. 0.08% Reduce -1.1% 9,285 $459K
Ceera Investments, LLC 0.14% New 9,280 $459K
Guyasuta Investment Advisors Inc. 0.03% Add +0.3% 9,184 $454K
Founders Financial Securities LLC 0.03% Add +1.7% 9,125 $451K
Milestone Asset Management Group, LLC 0.33% Add +28.5% 9,113 $451K
Clifford Swan Investment Counsel LLC 0.02% Add +1.6% 9,104 $450K
Freestate Advisors LLC 0.40% Add +36.4% 9,073 $449K
SKY-Mountain Capital Management, Inc. 0.30% Reduce -14.1% 8,804 $447K
Charis Legacy Partners, LLC 0.73% Reduce -9.7% 9,001 $445K
Summit Global Investments 0.03% Reduce -4.2% 9,003 $445K
Burt Wealth Advisors 0.10% No change 8,963 $443K
Affinity Capital Advisors, LLC 0.08% Add +34.1% 8,933 $442K
Bridgewater Advisors Inc. 0.03% Reduce -15.7% 8,753 $442K
Pioneer Wealth Management Group 0.16% Add +51.4% 8,842 $437K
Councilmark Asset Management, LLC 0.28% No change 8,840 $437K
Duncker Streett & Co. Inc. 0.08% Add +0.1% 8,797 $435K
Carmel Capital Partners, LLC 0.15% Add +87.8% 8,779 $434K
Dover Advisors, LLC 0.19% Add +2.6% 8,732 $432K
Sage Investment Counsel LLC 0.50% Add +0.3% 8,686 $430K
Baldwin Investment Management, LLC 0.05% Reduce -4.3% 8,668 $429K
Sovran Advisors, LLC 0.04% Reduce -69.8% 8,606 $427K
TriaGen Wealth Management LLC 0.13% New 8,633 $427K
Klingenstein Fields & Co. LP 0.02% Add +1.2% 8,601 $425K
First PREMIER Bank 0.10% Add +0.2% 8,547 $423K
Fisher Asset Management 0.00% Reduce -56.9% 8,530 $422K
Atlanta Consulting Group Advisors, LLC 0.12% No change 8,511 $421K
Twin Peaks Wealth Advisors, LLC 0.14% Reduce -5.3% 8,220 $421K
Post Resch Tallon Group Inc. 0.41% Reduce -4.7% 8,497 $420K
Graypoint LLC 0.02% Add +0.3% 8,482 $420K
Caldwell Trust Co 0.04% Reduce -3.4% 8,443 $418K
Norway Savings Bank 0.21% Reduce -40.2% 8,437 $417K
Hill Island Financial LLC 0.12% No change 8,425 $417K
Cullen Capital Management, LLC 0.00% Reduce -60.0% 8,420 $416K
Pekin Hardy Strauss, Inc. 0.05% Reduce -77.0% 8,413 $416K
Nicolet Advisory Services, LLC 0.04% Add +12.7% 8,362 $414K
5T Wealth, LLC 0.21% Add +84.8% 8,375 $414K
Sunpointe, LLC 0.16% Reduce -7.8% 8,371 $414K
Sterling Capital Management LLC 0.01% No change 8,342 $413K
GAMMA Investing LLC 0.03% Reduce -12.0% 8,336 $412K
Certuity, LLC 0.04% Add +55.5% 8,317 $411K
Horizons Wealth Management 0.30% Reduce -6.8% 8,299 $410K
Advyzon Investment Management, LLC 0.09% New 8,291 $410K
Impact Capital Partners LLC 0.13% Add +18.3% 8,251 $408K
Uptown Financial Advisors LLC 0.38% Reduce -0.9% 8,249 $408K
SouthState Bank Corp 0.02% Reduce -67.8% 8,248 $408K
Legacy Wealth Asset Management, LLC 0.10% Add +1.9% 8,210 $406K
Financial Perspectives, Inc 0.12% Add +12.9% 8,181 $405K
2UniFi Bank 0.23% Add +43.9% 8,169 $404K
LJI Wealth Management, LLC 0.07% New 8,155 $403K
Pinney & Scofield, Inc. 0.27% No change 8,135 $402K
Exchange Bank 0.32% Add +0.7% 8,133 $402K
EnRich Financial Partners LLC 0.12% Reduce -0.2% 8,127 $402K
Pinnacle Financial Group, LLC / IL 0.13% No change 8,074 $399K
Coordinated Financial Services, Inc. 0.28% — 8,056 $398K
Smith Salley Wealth Management 0.02% No change 8,052 $398K
JTC Employer Solutions Trustee Ltd 0.04% No change 8,020 $397K
Client 1ST Advisory Group, LLC 0.14% No change 8,019 $397K
Rothschild Capital Partners, LLC 0.10% Reduce -36.2% 8,013 $396K
Telos Capital Management, Inc. 0.04% Reduce -4.3% 8,002 $396K
Security National Bank of So Dak 0.22% Reduce -15.6% 7,995 $395K
Maryland Capital Advisors Inc. 0.15% No change 7,979 $395K
Silver Oak Advisory Group, Inc. 0.19% Reduce -28.5% 7,946 $392K
Hubbell Strickland Wealth Management, LLC 0.17% Add +0.7% 7,924 $392K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Reduce -2.6% 7,907 $391K
Mma Asset Management LLC 0.15% Add +13.8% 7,862 $389K
Dimension Capital Management LLC 0.06% No change 7,852 $388K
Fee-Only Financial Planning, L.C. 0.24% No change 7,840 $388K
Melfa Wealth Management, Inc. 0.24% Add +0.8% 7,830 $387K
Partners Capital Investment Group, LLP 0.02% Reduce -93.6% 7,825 $387K
Thompson Siegel & Walmsley LLC 0.01% No change 7,818 $387K
Intergy Private Wealth, LLC 0.13% Reduce -3.1% 7,755 $384K
SMH Capital Advisors Inc. 0.87% Add +0.1% 7,736 $383K
Mayfair Advisory Group, LLC 0.18% Add +6.1% 7,536 $382K
SeaCrest Wealth Management, LLC 0.04% Reduce -9.6% 7,715 $382K
Inlight Wealth Management, LLC 0.20% Reduce -0.1% 69,969 $382K
LVW Advisors, LLC 0.04% Reduce -1.4% 7,711 $381K
Perennial Investment Advisors, LLC 0.04% Add +13.5% 7,672 $379K
Capital Management Associates, Inc 0.12% Reduce -46.5% 7,655 $379K
Prosperity Consulting Group, LLC 0.03% Reduce -9.7% 7,648 $378K
Cannell & Spears LLC 0.01% No change 7,610 $376K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -21.6% 7,607 $376K
McDonald Partners LLC 0.09% New 7,595 $376K
TFG Advisers LLC 0.13% Reduce -4.0% 7,591 $375K
Nottingham Advisors, Inc. 0.06% Reduce -47.4% 7,576 $375K
Integris Wealth Management, LLC 0.10% Reduce -2.5% 7,573 $375K
St. Clair Advisors, LLC 0.10% Add +0.3% 7,541 $373K
Jeppson Wealth Management, LLC 0.13% Reduce -1.3% 7,495 $371K
DKM Wealth Management, Inc. 0.32% Add +0.4% 7,477 $370K
RDA Financial Network 0.10% Reduce -1.0% 7,461 $369K
Goepper Burkhardt LLC 0.14% Reduce -1.0% 7,460 $369K
Well Done, LLC 0.07% Reduce -69.8% 7,458 $369K
Accurate Wealth Management, LLC 0.06% Reduce -3.1% 7,425 $369K
Gries Financial LLC 0.07% Reduce -12.7% 7,422 $367K
Elser Financial Planning, Inc 0.46% Add +14.7% 7,401 $366K
Aua Capital Management, LLC 0.22% No change 7,391 $366K
Cape Investment Advisory, Inc. 0.13% Add +1.6% 7,372 $365K
Kathleen S. Wright Associates Inc. 0.14% Reduce -7.3% 7,368 $364K
Raleigh Capital Management Inc. 0.15% Reduce -3.4% 7,367 $364K
Sound Financial Strategies Group, LLC 0.31% Reduce -57.9% 7,350 $364K
McIlrath & Eck, LLC 0.04% Reduce -38.4% 7,341 $363K
Libra Wealth LLC 0.12% Add +14.3% 7,333 $363K
Coastwise Capital Group, LLC 0.29% Reduce -3.0% 7,308 $361K
American Capital Advisory, LLC 0.18% Add +76.7% 7,294 $361K
Vestia Personal Wealth Advisors 0.25% Add +8.8% 7,285 $360K
Canal Capital Management, LLC 0.06% Reduce -7.0% 7,280 $360K
Cabana LLC 2.05% New 7,236 $358K
Ironwood Wealth Management, LLC. 0.13% Reduce -14.8% 7,212 $357K
Fortress Wealth Management, Inc. 0.17% Add +0.0% 7,186 $355K
Marino, Stram & Associates LLC 0.07% Add +0.1% 7,185 $355K
Alteri Wealth LLC 0.14% Add +12.9% 7,168 $355K
Causeway Capital Management LLC 0.01% Reduce -76.6% 7,149 $354K
CGC Financial Services, LLC 0.12% Reduce -7.2% 7,147 $354K
LCNB Corp. 0.12% No change 7,144 $353K
Sound Income Strategies, LLC 0.02% Add +121.1% 7,135 $353K
1832 Asset Management L.P. 0.00% Add +1.9% 7,128 $353K
Level Four Advisory Services, LLC 0.01% Add +2.6% 7,121 $352K
Financial Partners Group, LLC 0.13% New 7,119 $352K
Lodestone Wealth Management LLC 0.17% Add +29.8% 7,111 $352K
Matisse Capital 0.17% No change 7,107 $352K
Magnolia Private Wealth, LLC 0.27% Reduce -84.9% 7,103 $351K
Kestra Investment Management, LLC 0.01% Reduce -38.6% 7,100 $351K
Latitude Advisors, LLC 0.18% Reduce -2.5% 7,079 $350K
Benchmark Wealth Management, LLC 0.16% New 7,067 $350K
Omnia Family Wealth, LLC 0.13% Reduce -15.5% 7,049 $349K
YHB Investment Advisors, Inc. 0.03% Add +5.5% 7,048 $349K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +17.0% 7,041 $348K
Wealth Management Nebraska 0.05% No change 7,007 $346K
Index Fund Advisors, Inc. 0.02% Add +0.1% 6,997 $346K
RiverFront Investment Group, LLC 0.01% No change 6,975 $345K
Accel Wealth Management 0.11% Add +6.8% 6,937 $343K
Heritage Financial Services, LLC 0.03% Reduce -5.4% 6,924 $342K
Dearborn Partners LLC 0.02% Add +1.1% 6,923 $342K
Darden Wealth Group Inc 0.21% New 6,900 $341K
Leigh Baldwin & Co., LLC 0.22% Add +4.8% 6,895 $341K
Legacy Financial Group LLC 0.05% Add +0.6% 6,871 $340K
Grandfield & Dodd, LLC 0.02% New 6,863 $339K
Crux Wealth Advisors 0.14% Reduce -40.7% 6,855 $339K
Fidelity D & D Bancorp Inc. 0.21% Add +13.3% 6,815 $337K
TFC Financial Management, Inc. 0.05% No change 6,815 $337K
Insight Advisors, LLC/ PA 0.05% Reduce -0.6% 6,800 $336K
Empirical Asset Management, LLC 0.10% Add +20.5% 6,773 $335K
First Financial Bank - Trust Division 0.03% No change 6,773 $335K
True North Advisors, LLC 0.06% Reduce -49.1% 6,768 $335K
Stage Harbor Financial, LLC 0.27% Reduce -6.2% 6,768 $335K
MAS Advisors LLC 0.55% Add +2.3% 6,754 $334K
Caliber Wealth Management, LLC / KS 0.04% Reduce -1.5% 6,751 $334K
Pacific Financial Group Inc. 0.26% Reduce -5.7% 6,740 $333K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -0.9% 6,736 $333K
Americana Partners, LLC 0.01% No change 6,711 $332K
MJT & Associates Financial Advisory Group, Inc. 0.41% Reduce -0.7% 6,709 $332K
Potomac Fund Management Inc. 0.02% Reduce -4.0% 6,576 $330K
Evernest Financial Advisors, LLC 0.11% Add +0.2% 6,672 $330K
Proficio Capital Partners LLC 0.02% Reduce -0.8% 6,655 $329K
Patten & Patten Inc. 0.02% Reduce -26.4% 6,625 $328K
Patton Albertson Miller Group, LLC 0.04% No change 6,625 $328K
Bell Investment Advisors, Inc 0.06% Add +1.7% 6,621 $327K
Forthright Family Wealth Advisory LLC 0.21% Reduce -31.6% 6,618 $327K
RAM Investment Partners, LLC 0.07% Add +0.4% 6,615 $327K
Strait & Sound Wealth Management LLC 0.14% Add +21.4% 6,600 $326K
Oak Family Advisors, LLC 0.12% Add +0.3% 6,577 $325K
Claris Financial LLC 0.24% Add +0.1% 6,575 $325K
Financial Alternatives, Inc 0.21% Reduce -5.9% 6,498 $321K
Integrity Alliance, Llc. 0.02% Add +23.0% 6,493 $321K
Curran Financial Partners, LLC 0.07% Add +11.0% 6,487 $321K
Arlington Trust Co LLC 0.06% Add +14.0% 6,477 $320K
Kirtland Hills Capital Management, LLC 0.15% Add +0.1% 6,475 $320K
Broadleaf Partners, LLC 0.07% Reduce -16.1% 6,472 $320K
Vista Capital Partners, Inc. 0.03% New 6,444 $319K
Western Wealth Management, LLC 0.02% Reduce -11.1% 6,443 $319K
Independent Wealth Network Inc. 0.12% Reduce -5.6% 6,380 $316K
Clarity Wealth Advisors, LLC 0.08% Add +1.4% 6,373 $315K
TPG Advisors LLC 0.23% Reduce -19.9% 6,369 $315K
Swisher Financial Concepts, Inc. 0.20% Reduce -5.2% 6,364 $315K
Twin City Private Wealth, LLC 0.26% Reduce -8.8% 6,353 $314K
Colton Groome Financial Advisors, LLC 0.11% Add +0.0% 6,351 $314K
Sonoma Private Wealth LLC 0.38% No change 6,344 $314K
Calamos Wealth Management LLC 0.01% No change 6,335 $313K
Pension & Wealth Management Advisors, Inc. 0.10% Reduce -5.0% 6,328 $313K
JBR Co Financial Management Inc 0.15% Reduce -4.3% 6,317 $312K
Geometric Wealth Advisors 0.05% Reduce -56.5% 6,306 $312K
VeraBank, N.A. 0.06% Reduce -1.3% 6,302 $312K
Neumann Capital Management, LLC 0.10% Reduce -37.6% 6,300 $312K
Binnacle Investments Inc 0.20% No change 6,269 $310K
Sterling Financial Planning, Inc. 0.10% Add +0.2% 6,264 $310K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 6,263 $310K
XTX Topco Ltd 0.01% New 6,261 $310K
MIdWestOne Financial Group, Inc. 0.04% No change 6,243 $309K
CVA Family Office, LLC 0.04% Add +0.0% 6,223 $308K
ABLE Financial Group, LLC 0.07% Reduce -4.9% 6,220 $308K
Cynosure Group, LLC 0.03% Reduce -51.6% 6,217 $307K
FSA Advisors, Inc. 0.25% Reduce -80.5% 6,214 $307K
Montgomery Investment Management Inc. 0.12% No change 6,200 $307K
Allium Financial Advisors, LLC 0.27% New 6,190 $306K
Integral Investment Advisors, Inc. 0.09% Add +13.8% 6,168 $305K
Clarendon Private LLC 0.29% No change 6,159 $305K
Quadrant Private Wealth Management, LLC 0.06% New 6,116 $302K
Pitti Group Wealth Management, LLC 0.26% Add +3.7% 6,090 $301K
Oldfather Financial Services, LLC 0.10% Reduce -5.2% 6,083 $301K
Bond & Devick Financial Network, Inc. 0.10% No change 6,082 $301K
Investor's Fiduciary Advisor Network, LLC 0.11% Add +17.7% 6,026 $298K
Confluence Wealth Services, Inc. 0.02% Add +18.2% 6,018 $298K
Stratos Investment Management, LLC 0.01% Reduce -57.3% 5,992 $296K
Anchor Investment Management, LLC 0.03% Add +0.0% 5,992 $296K
Pettinga Financial Advisors LLC 0.06% Reduce -0.7% 5,990 $296K
KKM Financial LLC 0.10% No change 5,931 $296K
Sloy Dahl & Holst, LLC 0.04% Add +3.1% 5,950 $294K
Ruedi Wealth Management, Inc. 0.09% Reduce -0.4% 5,935 $294K
Activest Wealth Management 0.07% Reduce -2.3% 5,910 $292K
Teachers Insurance & Annuity Association of America 0.36% No change 5,894 $292K
Investmark Advisory Group LLC 0.14% Add +0.1% 5,873 $290K
Blue Bell Private Wealth Management, LLC 0.05% Add +69.5% 5,854 $290K
Madison Asset Management, LLC 0.00% No change 5,851 $289K
Benningfield Financial Advisors, LLC 0.25% Reduce -16.5% 5,851 $289K
Trifecta Capital Advisors, LLC 0.05% Reduce -7.9% 5,848 $289K
Riverview Capital Advisers, LLC 0.08% Reduce -6.5% 5,846 $289K
Transcendent Capital Group LLC 0.15% Add +0.8% 5,846 $289K
Brass Tax Wealth Management, Inc. 0.05% New 5,748 $284K
Capstone Wealth Management Group LLC 0.21% Reduce -0.3% 5,729 $283K
Evergreen Private Wealth LLC 0.12% Reduce -5.6% 5,719 $283K
Forum Private Client Group LLC 0.11% Add +9.8% 5,716 $283K
Essential Planning, LLC. 0.10% Reduce -12.3% 5,704 $282K
Stockman Wealth Management, Inc. 0.04% Reduce -8.0% 5,685 $281K
Mystic Asset Management, Inc. 0.07% Add +3.6% 5,681 $281K
Argent Advisors, Inc. 0.09% No change 5,636 $279K
Wincap Financial LLC 0.22% New 5,630 $278K
Curi Capital, LLC 0.01% New 5,628 $278K
LFA - Lugano Financial Advisors SA 0.16% New 5,621 $278K
Pallas Capital Advisors LLC 0.01% Reduce -0.6% 5,602 $277K
Gibraltar Capital Management, Inc. 0.05% Add +2.1% 5,595 $277K
Clear Creek Financial Management, LLC 0.03% Reduce -30.5% 5,583 $276K
Alexander Randolph Advisory, Inc. 0.25% No change 5,583 $276K
Seed Wealth Management, Inc. 0.20% No change 5,550 $275K
Yoffe Investment Management, LLC 0.37% No change 5,529 $273K
William Howard & Co Financial Advisors Inc 0.24% Add +0.1% 5,527 $273K
Front Row Advisors LLC 0.10% Reduce -6.8% 5,524 $273K
Jag Capital Management, LLC 0.03% No change 5,515 $273K
Advisors Capital Management, LLC 0.00% Add +19.1% 5,513 $273K
Stanich Group LLC 0.24% Reduce -3.9% 5,492 $273K
Primoris Wealth Advisors, LLC 0.19% Reduce -3.2% 5,502 $272K
Security National Bank of Sioux City Iowa 0.19% Reduce -0.8% 5,496 $272K
Accredited Investors Inc. 0.02% Add +21.7% 5,486 $271K
Sage Mountain Advisors LLC 0.02% Reduce -12.5% 5,473 $271K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $270K
GeoWealth Management, LLC 0.01% Add +55.1% 5,453 $270K
New Harbor Financial Group, LLC 0.06% Reduce -10.0% 5,425 $268K
Prospera Capital Management, LLC 0.15% Add +7.8% 5,409 $268K
American Institute for Advanced Investment Management, LLP 0.19% Add +5.3% 5,408 $267K
SC&H Financial Advisors, Inc. 0.05% Add +0.4% 5,338 $264K
Rainier Family Wealth Inc. 0.26% Add +11.4% 5,334 $264K
AAF Wealth Management, LLC 0.12% Reduce -6.1% 5,332 $264K
Richard W. Paul & Associates, LLC 0.10% Reduce -2.3% 5,324 $263K
Advance Capital Management, Inc. 0.01% Add +16.8% 5,308 $263K
Ridgewood Investments LLC 0.11% Add +53.1% 5,308 $263K
American State Bank (Iowa) 0.14% New 5,295 $262K
WPG Advisers, LLC 0.22% Reduce -6.6% 5,289 $262K
Fairman Group, LLC 0.21% Reduce -10.6% 5,283 $261K
Archvest Wealth Advisors, Inc. 0.23% Reduce -48.1% 5,281 $261K
Evelyn Partners Asset Management Ltd 0.07% No change 5,267 $261K
Hengehold Capital Management LLC 0.02% New 5,256 $260K
Wick Capital Partners, LLC 0.07% New 29,936 $260K
Biltmore Family Office, LLC 0.04% No change 5,245 $259K
Resources Management Corp. /CT/ 0.04% Reduce -4.3% 5,235 $259K
Cooper Financial Group 0.03% Reduce -37.7% 5,187 $257K
Orca Wealth Management, LLC 0.22% Add +0.3% 5,173 $256K
Cornerstone Advisors Asset Management, LLC 0.05% Reduce -32.0% 5,170 $256K
Orgel Wealth Management, LLC 0.01% Reduce -22.5% 5,164 $255K
Redmond Asset Management, LLC 0.06% Reduce -0.1% 5,153 $255K
Villere St Denis J & Co. LLC 0.03% No change 5,153 $255K
Farnam Financial LLC 0.23% Add +7.3% 5,142 $254K
Adirondack Trust Co. 0.09% Reduce -10.3% 5,130 $254K
Seneschal Advisors, LLC 0.20% Reduce -9.9% 5,125 $253K
Northstar Advisory Group, LLC 0.12% Reduce -1.6% 5,106 $253K
Team Hewins, LLC 0.09% No change 5,067 $251K
Wealthquest Corp 0.02% Add +0.9% 5,064 $250K
Canvas Wealth Advisors, LLC 0.05% New 4,951 $250K
Capital Advisors Wealth Management, LLC 0.04% Reduce -7.5% 5,037 $249K
McMill Wealth Management 0.08% No change 5,035 $249K
NWF Advisory Services Inc. 0.03% New 5,024 $249K
Five Pine Wealth Management 0.18% Reduce -4.7% 5,008 $248K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 5,004 $247K
Ameliora Wealth Management Ltd. 0.09% No change 5,000 $247K
Altfest L J & Co. Inc. 0.03% Reduce -13.4% 4,995 $247K
Macroview Investment Management LLC 0.20% New 4,982 $246K
Woodside Wealth Management LLC 0.21% No change 4,931 $244K
Colonial Trust Co / SC 0.04% No change 4,906 $243K
Moloney Securities Asset Management, LLC 0.03% Add +3.7% 4,895 $242K
FDx Advisors, Inc. 0.07% Reduce -0.3% 4,882 $241K
Advisor Resource Council 0.12% Reduce -98.7% 4,863 $241K
Retirement Income Solutions, Inc. 0.04% Reduce -20.4% 4,861 $240K
Burkett Financial Services, LLC 0.09% Reduce -0.9% 4,844 $240K
First Foundation Advisors 0.01% No change 4,834 $239K
Capasso Planning Partners LLC 0.13% Reduce -8.6% 4,817 $238K
Eq LLC 0.09% Reduce -0.3% 4,787 $237K
Hibernia Wealth Partners, LLC 0.09% New 4,774 $236K
Wealth Dimensions Group, Ltd. 0.05% New 4,755 $235K
Able Wealth Management LLC 0.12% New 4,751 $235K
Power Wealth Management LLC 0.09% No change 4,750 $235K
Retirement Planning Co of New England, Inc. 0.10% Reduce -1.9% 4,747 $235K
Sagespring Wealth Partners, LLC 0.01% Reduce -45.0% 4,741 $234K
Instrumental Wealth, LLC 0.19% Reduce -4.4% 4,686 $234K
Byrne Asset Management LLC 0.18% New 4,730 $234K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.0% 4,727 $234K
S.A. Mason LLC 0.11% Reduce -2.5% 4,720 $233K
Foster Dykema Cabot & Partners, LLC 0.02% No change 4,717 $233K
Community Bank & Trust, Waco, Texas 0.05% Add +5.6% 4,707 $233K
Chico Wealth RIA 0.18% Reduce -0.5% 4,705 $233K
Westfuller Advisors, LLC 0.13% Add +0.3% 4,693 $232K
Sincerus Advisory, LLC 0.22% Reduce -3.2% 4,560 $232K
Aprio Wealth Management, LLC 0.03% Add +0.2% 4,679 $231K
Private Capital Management, LLC 0.02% Reduce -2.6% 4,679 $231K
Weitzel Financial Services, Inc. 0.10% New 4,568 $231K
Kelly Financial Services LLC 0.07% Add +1.8% 4,676 $231K
Cadence Bank 0.02% Add +1.9% 4,674 $231K
Emergent Wealth Advisors, LLC 0.15% New 4,671 $231K
Athena Investment Management 0.13% Add +2.6% 4,669 $231K
Caitlin John, LLC 0.21% Add +0.0% 4,661 $231K
Genesis Private Wealth, LLC 0.11% Reduce -1.5% 4,656 $230K
RKL Wealth Management LLC 0.02% New 4,634 $229K
Pine Haven Investment Counsel, Inc 0.18% No change 4,609 $228K
Trellis Wealth Advisors LLC 0.10% No change 4,600 $228K
Coastal Bridge Advisors, LLC 0.02% New 4,593 $227K
Welch Group, LLC 0.01% New 4,586 $227K
Bensler, LLC 0.03% New 4,582 $227K
Pacific Sage Partners, LLC 0.04% New 4,570 $226K
Capital Planning LLC 0.07% No change 4,567 $226K
Traynor Capital Management, Inc. 0.02% New 4,541 $226K
WealthPLAN Partners, LLC 0.04% Reduce -12.0% 4,536 $224K
Vickerman Investment Advisors, Inc. 0.05% No change 4,529 $224K
Cardinal Point Capital Management ULC 0.02% Reduce -31.2% 4,528 $224K
Capstone Financial Advisors, Inc. 0.01% New 4,518 $223K
Fiduciary Family Office, LLC 0.07% No change 4,517 $223K
Avalon Capital Management 0.06% Reduce -65.4% 4,506 $223K
W Advisors, LLC 0.13% Add +0.0% 4,498 $222K
EagleClaw Capital Managment, LLC 0.03% No change 4,484 $222K
Schorn Wealth LLC 0.07% Reduce -9.1% 4,481 $222K
Destiny Wealth Partners, LLC 0.03% No change 4,478 $221K
Bellwether Advisors, LLC 0.04% No change 4,455 $220K
Lighthouse Financial LLC 0.17% Reduce -5.3% 4,450 $220K
Crown Wealth Group, LLC 0.08% New 4,424 $219K
Pinnacle Wealth Planning Services, Inc. 0.03% New 4,417 $218K
Birchbrook, Inc. 0.12% No change 4,412 $218K
Keebeck Wealth Management 0.03% New 4,406 $218K
Barclays PLC 0.00% Reduce -88.3% 4,400 $218K
FMB Wealth Management 0.10% New 4,396 $217K
Parisi Gray Wealth Management 0.06% Reduce -13.6% 4,388 $217K
Longview Financial Advisors LLC 0.14% Reduce -0.3% 4,386 $217K
Perkins Coie Trust Co 0.04% Add +4.4% 4,378 $216K
Apollon Financial, LLC 0.05% New 4,370 $216K
Anson Capital, Inc. 0.17% Reduce -4.8% 4,365 $216K
Kennicott Capital Management LLC 0.12% New 4,347 $215K
Bogart Wealth, LLC 0.01% Add +13.8% 4,345 $215K
FPC Investment Advisory, Inc. 0.13% New 4,256 $215K
East Coast Asset Management, LLC. 0.07% New 4,337 $215K
Fortress Financial Group, LLC 0.18% New 4,319 $214K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Reduce -8.2% 4,300 $213K
Worth Financial Advisory Group, LLC 0.13% New 4,278 $212K
Droms Strauss Advisors Inc. /Mo/ 0.06% New 4,267 $211K
Stonebridge Capital Advisors LLC 0.02% New 4,261 $211K
Dudley Capital Management, LLC 0.11% New 4,257 $211K
Oakworth Capital, Inc. 0.01% No change 4,256 $211K
Old Second National Bank of Aurora 0.05% Reduce -69.2% 4,234 $209K
Waddell & Associates, LLC 0.02% Reduce -10.6% 4,217 $209K
Tactive Advisors, LLC 0.07% — 4,214 $208K
WNY Asset Management, LLC 0.02% New 4,213 $208K
Planning Directions Inc. 0.12% Reduce -58.6% 4,211 $208K
Vawter Financial, Ltd. 2.35% Reduce -51.0% 4,209 $208K
Wealth Alliance, LLC 0.02% New 4,185 $207K
Beacon Bank & Trust 0.05% New 4,173 $206K
Semitam Bonam LLC 0.19% — 4,171 $206K
Alhambra Investment Management LLC 0.10% New 4,155 $205K
Peregrine Asset Advisers, Inc. 0.06% New 4,152 $205K
Omega Financial Group, LLC 0.07% New 4,140 $205K
DT Investment Partners, LLC 0.02% No change 4,140 $205K
Midland Wealth Advisors, LLC 0.01% Reduce -6.8% 4,133 $204K
Millington Financial Advisors, LLC 0.10% New 3,973 $204K
Shayne & Jacobs, LLC 0.07% New 4,112 $203K
GM Advisory Group, LLC 0.01% New 4,095 $203K
Riverbend Wealth Management, LLC 0.15% New 4,088 $202K
McDaniel Terry & Co. 0.02% New 4,078 $202K
Strategic Wealth Partners, Ltd. 0.02% — 4,077 $202K
Ipsen Advisor Group LLC 0.15% Reduce -13.2% 4,069 $201K
DHJJ Financial Advisors, Ltd. 0.07% Add +13.7% 3,910 $193K
West Paces Advisors Inc. 0.04% Add +93.9% 3,832 $190K
Caldwell Sutter Capital, Inc. 0.09% Add +1.7% 3,801 $188K
Union Bancaire Privee, UBP SA 0.00% No change 4,292 $187K
Versant Capital Management, Inc 0.03% Add +2.2% 3,768 $186K
Sunbelt Securities, Inc. 0.02% Add +1.8% 4,178 $184K
Pandora Wealth, Inc. 0.11% No change 3,696 $183K
HHM Wealth Advisors, LLC 0.02% No change 3,680 $182K
Physician Wealth Advisors, Inc. 0.03% Add +0.7% 3,623 $179K
J.Safra Asset Management Corp 0.01% New 3,620 $179K
Knights of Columbus Asset Advisors LLC 0.01% Add +8.4% 3,337 $165K
Kennebec Savings Bank 0.16% Reduce -4.8% 3,269 $162K
Barnes Dennig Private Wealth Management LLC 0.19% No change 3,206 $159K
CBIZ Investment Advisory Services, LLC 0.01% No change 3,192 $158K
Pin Oak Investment Advisors Inc. 0.13% No change 3,485 $157K
First Pacific Financial 0.02% Add +16.7% 3,169 $157K
USA Financial Formulas 0.03% Reduce -33.8% 3,123 $154K
Atticus Wealth Management, LLC 0.04% Add +9.6% 3,036 $150K
Ameriflex Group, Inc. 0.08% Reduce -32.1% 2,991 $148K
Global Trust Asset Management, LLC 0.08% Reduce -4.5% 2,984 $148K
Rossby Financial, LCC 0.05% Add +42.7% 2,907 $144K
Lowe Wealth Advisors, LLC 0.06% No change 2,892 $143K
Rothschild Investment LLC 0.01% Reduce -7.1% 2,876 $142K
Tacita Capital Inc 0.09% No change 2,833 $140K
Ramirez Asset Management, Inc. 0.02% Reduce -3.3% 2,818 $139K
Salem Investment Counselors Inc. 0.00% Add +1.0% 2,816 $139K
CKW Financial Group 0.02% No change 2,770 $138K
Concord Wealth Partners 0.02% Add +0.1% 2,763 $137K
Hazlett, Burt & Watson, Inc. 0.06% Add +0.2% 2,763 $136K
Cornerstone National Bank & Trust Co 0.06% No change 2,717 $134K
GPS Wealth Strategies Group, LLC 0.01% Add +12.3% 2,516 $124K
SG Americas Securities, LLC 0.00% Add +2.5% 2,502 $124K
ORG Partners LLC 0.03% Reduce -90.8% 2,459 $122K
Realta Investment Advisors 0.05% Reduce -52.1% 2,467 $122K
Nexus Investment Management ULC 0.02% No change 2,457 $122K
Evelyn Partners Investment Management LLP 0.00% Add +21.2% 2,432 $120K
Provenance Wealth Advisors, LLC 0.02% No change 2,429 $120K
Coston, McIsaac & Partners 0.03% No change 2,445 $120K
First Community Trust NA 0.10% Reduce -27.4% 2,407 $119K
LOM Asset Management Ltd 0.04% — 2,400 $119K
Security National Bank 0.02% Reduce -2.2% 2,392 $118K
Cornerstone Planning Group LLC 0.02% Reduce -41.3% 2,291 $115K
Rogco, LP 0.04% No change 2,289 $113K
Nalls Sherbakoff Group, LLC 0.08% Add +0.3% 2,287 $113K
Harbor Investment Advisory, LLC 0.01% Reduce -11.5% 2,196 $109K
Peoples Financial Services Corp. 0.05% Reduce -17.0% 2,187 $108K
Essential Partners LLC 0.04% — 2,157 $107K
Roehl & Yi Investment Advisors, LLC 0.05% Reduce -1.8% 21,824 $106K
Independence Bank of Kentucky 0.01% No change 2,107 $104K
Beacon Capital Management, LLC 0.01% Reduce -2.1% 2,107 $104K
Evolution Wealth Management Inc. 0.13% — 2,098 $104K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +6.2% 2,091 $104K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,986 $98K
Valley National Advisers Inc. 0.02% Add +92.7% 1,973 $97K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 1,950 $96K
Main Street Group, LTD 0.03% Add +36.3% 1,916 $95K
Park Square Financial Group, LLC 0.07% Reduce -4.8% 1,902 $94K
Armstrong Advisory Group, Inc. 0.01% No change 1,897 $94K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,885 $93K
Transce3nd, LLC 0.04% Add +14.2% 1,880 $93K
Evensky & Katz LLC 0.01% Reduce -14.0% 1,890 $93K
MPWM Advisory Solutions, LLC 0.06% Add +114.5% 1,877 $93K
Hoey Investments, Inc. 0.01% New 1,839 $91K
Chesapeake Asset Management LLC 0.08% Add +54.3% 1,838 $91K
Aberdeen Wealth Management LLC 0.06% Add +6.9% 1,823 $90K
First Command Advisory Services, Inc. 0.00% Add +18.4% 1,817 $90K
Cedar Wealth Management, LLC 0.03% No change 1,780 $88K
Pacifica Partners Inc. 0.04% Add +14.9% 1,778 $88K
Capital Advisors, Ltd. LLC 0.01% No change 1,702 $84K
CNB Bank 0.04% No change 1,673 $83K
Centricity Wealth Management, LLC 0.07% No change 1,665 $82K
S&T Bank 0.02% Reduce -2.5% 1,629 $81K
Winch Advisory Services, LLC 0.02% Add +0.1% 1,628 $81K
Hollencrest Capital Management 0.00% Add +46.0% 1,606 $79K
Wealth Preservation Advisors, LLC 0.05% No change 1,584 $78K
High Note Wealth, LLC 0.02% Reduce -0.9% 1,548 $77K
Pittenger & Anderson Inc. 0.00% No change 1,500 $74K
Tsfg, LLC 0.01% Reduce -13.4% 1,491 $74K
Grey Ledge Advisors, LLC 0.02% Add +434.5% 2,448 $72K
Tompkins Financial Corp. 0.01% No change 1,424 $70K
Register Financial Advisors LLC 0.03% Reduce -11.2% 1,422 $70K
Compass Planning Associates Inc 0.06% Add +0.2% 1,415 $70K
Gallagher Fiduciary Advisors, LLC 0.00% Add +4672.3% 3,304,750 $70K
Addison Advisors LLC 0.02% Add +28.2% 1,400 $69K
Financial Network Wealth Advisors LLC 0.08% Add +0.1% 1,388 $69K
Heritage Wealth Advisors 0.00% No change 1,380 $68K
Avalon Trust Co 0.00% New 1,296 $64K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $63K
Curio Wealth, LLC 0.03% Add +18042.9% 1,270 $63K
Clark Wealth Partners 0.04% Reduce -15.3% 1,235 $61K
TCTC Holdings, LLC 0.00% New 1,228 $61K
Tower Research Capital LLC (TRC) 0.00% New 1,227 $61K
Advantage Trust Co 0.03% No change 1,221 $60K
MTM Investment Management, LLC 0.02% New 1,158 $57K
Integrity Financial Corp 0.03% No change 1,152 $57K
Thompson Investment Management, Inc. 0.01% No change 1,144 $57K
Stephens Consulting, LLC 0.01% Reduce -6.6% 1,106 $55K
Piscataqua Savings Bank 0.04% No change 1,074 $53K
Promus Capital, LLC 0.03% Add +11.0% 1,033 $51K
GHP Investment Advisors, Inc. 0.00% No change 945 $47K
Field & Main Bank 0.01% No change 920 $45K
Compass Financial Services Inc 0.02% New 919 $45K
Kilter Group LLC 0.02% New 822 $41K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 822 $41K
Dunhill Financial, LLC 0.01% Add +269.0% 786 $39K
Fairscale Capital, LLC 0.03% No change 767 $38K
Investors Research Corp 0.01% Add +14.7% 771 $38K
Tidemark, LLC 0.01% No change 766 $38K
Vermillion Wealth Management, Inc. 0.02% No change 751 $37K
10Elms LLP 0.04% Add +23333.3% 703 $35K
Accredited Wealth Management, LLC 0.03% No change 700 $35K
Boyd Watterson Asset Management LLC 0.01% No change 700 $35K
Dogwood Wealth Management LLC 0.02% No change 680 $34K
Mowery & Schoenfeld Wealth Management, LLC 0.05% Reduce -19.5% 660 $33K
North Ridge Wealth Advisors, Inc. 0.02% Add +353.8% 658 $33K
Financial Management Professionals, Inc. 0.00% Add +86.1% 644 $32K
Nemes Rush Group LLC 0.00% Reduce -31.4% 624 $31K
Anfield Capital Management, LLC 0.01% Add +26.4% 617 $31K
Atwood & Palmer Inc. 0.00% No change 617 $31K
Harbor Asset Planning, Inc. 0.03% — 605 $30K
HighMark Wealth Management LLC 0.01% Add +21.1% 602 $30K
Bulwark Capital Corp 0.03% — 600 $30K
Mascoma Wealth Management LLC 0.01% No change 597 $30K
Reyes Financial Architecture, Inc. 0.03% Reduce -10.5% 596 $29K
Your Advocates Ltd., LLP 0.01% New 580 $29K
Smallwood Wealth Investment Management, LLC 0.02% No change 578 $29K
Clarity Asset Management, Inc. 0.02% New 570 $28K
Operose Advisors LLC 0.01% No change 555 $27K
Rakuten Securities, Inc. 0.01% Add +50.4% 531 $26K
Elevate Wealth Advisory, Inc. 0.02% No change 522 $26K
Financial Gravity Companies, Inc. 0.01% — 522 $26K
Crews Bank & Trust 0.00% Add +16.7% 483 $24K
Northwest Capital Management Inc 0.01% No change 473 $23K
TD Capital Management LLC 0.00% No change 463 $23K
Mid-American Wealth Advisory Group, Inc. 0.01% New 462 $23K
Highline Wealth Partners LLC 0.01% Add +483.1% 449 $22K
Alerus Financial NA 0.00% New 447 $22K
BankPlus Trust Department 0.01% No change 446 $22K
IMA Advisory Services, Inc. 0.00% Add +32.9% 444 $22K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $22K
PMV Capital Advisers, LLC 0.05% New 428 $21K
Banque Cantonale Vaudoise 0.00% No change 427 $21K
HFM Investment Advisors, LLC 0.01% Add +4.7% 423 $21K
Legacy Investment Solutions, LLC 0.01% — 415 $21K
Legacy Wealth Managment, LLC 0.01% Add +62.1% 415 $21K
Elevation Wealth Partners, LLC 0.01% No change 414 $20K
Signature Resources Capital Management, LLC 0.01% Reduce -50.7% 410 $20K
Toronto Dominion Bank 0.00% No change 400 $20K
Morgan Dempsey Capital Management LLC 0.01% New 396 $20K
Toth Financial Advisory Corp. 0.00% No change 389 $19K
Tradewinds Capital Management, LLC 0.00% Add +50.6% 387 $19K
Acima Private Wealth, LLC 0.01% No change 365 $18K
Family Legacy Financial Solutions, LLC 0.01% — 352 $17K
Ulland Investment Advisors, LLC 0.01% No change 335 $17K
Copia Wealth Management 0.01% No change 326 $16K
Creative Capital Management Investments LLC 0.01% No change 325 $16K
Roxbury Financial LLC 0.01% Add +35.4% 306 $15K
NFSG Corp 0.00% Reduce -21.2% 304 $15K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $15K
Traub Capital Management LLC 0.01% — 300 $15K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -23.7% 290 $14K
Total Investment Management Inc. 0.00% New 267 $13K
SYM FINANCIAL Corp 0.00% No change 239 $12K
Crowley Wealth Management, Inc. 0.01% No change 231 $11K
Strategic Investment Solutions, Inc. 0.00% No change 224 $11K
Provident Wealth Management, LLC 0.00% New 213 $11K
Lummis Asset Management, LP 0.01% No change 212 $11K
Delta Asset Management LLC 0.00% No change 200 $10K
Cheviot Value Management, LLC 0.00% Add +0.5% 194 $10K
FWL Investment Management, LLC 0.00% No change 195 $10K
Decker Retirement Planning Inc. 0.01% Add +0.0% 190 $9K
Frazier Financial Advisors, LLC 0.01% No change 186 $9K
Y.D. More Investments Ltd 0.00% Add +100.0% 180 $9K
Prestige Wealth Management Group LLC 0.00% No change 178 $9K
Consultiva Wealth Management, Corp. 0.02% No change 163 $8K
Van Eck Associates Corp. 0.00% No change 164 $8K
Atlantic Private Wealth, LLC 0.01% No change 159 $8K
Fourth Dimension Wealth, LLC 0.00% No change 158 $8K
Richardson Capital Management LLC 0.00% Add +17.6% 154 $8K
Kiker Wealth Management, LLC 0.00% Reduce -93.1% 150 $7K
Blume Capital Management, Inc. 0.00% New 150 $7K
Bare Financial Services, Inc 0.00% No change 149 $7K
Plante Moran Financial Advisors, LLC 0.00% Reduce -69.0% 146 $7K
Putney Financial Group LLC 0.01% Reduce -36.6% 144 $7K
Winthrop Capital Management, LLC 0.00% No change 148 $7K
Innovative Advisory Group, LLC 0.01% Add +3.5% 118 $6K
Broadwater Capital Management LLC 0.00% Add +4846.4% 5,540 $6K
Costello Asset Management, INC 0.00% No change 101 $5K
Canada Pension Plan Investment Board 0.00% No change 100 $5K
Comprehensive Financial Planning, Inc. 0.00% No change 99 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 93 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -60.2% 92 $5K
PFS Partners, LLC 0.00% No change 91 $5K
Orion Capital Management LLC 0.00% No change 91 $5K
SJS Investment Consulting Inc. 0.00% No change 89 $4K
Strategic Wealth Investment Group, LLC 0.01% New 83 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Silicon Valley Capital Partners 0.00% Add +7500.0% 76 $4K
Central Pacific Bank - Trust Division 0.00% No change 75 $4K
Friedenthal Financial 0.00% No change 64 $3K
Providence Capital Advisors, LLC 0.00% New 61 $3K
1 North Wealth Services LLC 0.00% Add +81.3% 58 $3K
Mendota Financial Group, LLC 0.00% No change 57 $3K
Oliver Lagore Vanvalin Investment Group 0.00% — 58 $3K
Aventus Investment Advisors, Inc. 0.00% — 51 $3K
Global Wealth Strategies & Associates 0.00% Reduce -88.3% 51 $3K
Chapman Financial Group, LLC 0.00% — 50 $2K
Bellevue Asset Management, LLC 0.00% No change 50 $2K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -29.9% 47 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +6.8% 47 $2K
Painted Porch Advisors LLC 0.00% Reduce -8.2% 45 $2K
Paladin Advisory Group, LLC 0.00% No change 43 $2K
Truvestments Capital LLC 0.00% No change 41 $2K
IMG Wealth Management, Inc. 0.00% New 39 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% No change 36 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
Towne Trust Company, N.A 0.00% Reduce -87.1% 31 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +30.4% 30 $1K
West Branch Capital LLC 0.00% No change 23 $1K
SRH Advisors, LLC 0.00% No change 22 $1K
Horizon Bancorp Inc. 0.00% No change 27 $1K
Daiwa Securities Group Inc. 0.00% Reduce -30.0% 21 $1K
Wolff Wiese Magana LLC 0.00% Reduce -45.2% 17 $841
Redmont Wealth Advisors LLC 0.00% No change 15 $742
Kozak & Associates, Inc. 0.00% Reduce -89.4% 13 $653
Darwin Wealth Management, LLC 0.00% Reduce -33.3% 12 $593
SOA Wealth Advisors, LLC. 0.00% Reduce -98.2% 11 $544
Game Plan Financial Advisors, LLC 0.00% No change 10 $495
Legend Financial Advisors, Inc. 0.00% New 8 $396
Luken Investment Analytics, LLC 0.00% New 8 $396
Quaker Wealth Management, LLC 0.00% — 7 $347
Semmax Financial Advisors Inc. 0.00% No change 6 $322
Transamerica Financial Advisors, LLC 0.00% Reduce -25.0% 3 $135

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