Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q3 2025 (September 30)
2,308holders +39
126new positions
66sold out
9famous investors
$54.21avg. 13F price*

At the end of Q3 2025, 2,308 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 39 from Q2 2025. 126 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($6.2B), Vanguard Group Inc. ($4.2B) and Northwestern Mutual Wealth Management Co. ($4.1B). 9 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions126$432.6M
Exits66$124.3M

All 13F filers, Q2 2025 → Q3 2025: 62,055,086 shares bought and 35,112,950 shares sold, net +26,942,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,308 holders

Bank of America Corp. 0.46% Add +1.4% 114,353,764 $6.2B
Vanguard Group Inc. 0.06% Add +3.9% 77,053,680 $4.2B
Northwestern Mutual Wealth Management Co. 2.70% Add +4.5% 74,834,185 $4.1B
Betterment LLC 5.62% Reduce -0.2% 52,475,303 $2.8B
Morgan Stanley 0.17% Add +3.7% 50,984,458 $2.8B
Wealthfront Advisers LLC 6.01% Add +3.9% 47,270,138 $2.6B
Wells Fargo & Company 0.50% Add +4.8% 44,986,245 $2.4B
Northern Trust Corp. 0.31% Add +0.5% 44,301,345 $2.4B
Wit, LLC 47.13% Add +5.3% 38,402,552 $2.1B
Envestnet Asset Management Inc. 0.57% Reduce -17.5% 36,359,690 $2.0B
Empower Advisory Group, LLC 5.25% Add +1.2% 34,952,027 $1.9B
Financial Engines Advisors L.L.C. 2.49% Reduce -0.5% 24,089,166 $1.3B
UBS Group AG 0.21% Add +4.7% 19,436,844 $1.1B
Creative Planning 0.77% Reduce -1.4% 18,604,973 $1.0B
Wealth Enhancement Advisory Services, LLC 1.47% Add +3.9% 17,755,887 $970.9M
LPL Financial LLC 0.26% Add +1.5% 16,250,043 $880.4M
WealthNavi Inc. 7.69% Reduce -2.2% 15,310,461 $829.5M
Mercer Global Advisors Inc. 1.38% Add +19.6% 15,303,927 $829.2M
JPMorgan Chase & Co. 0.05% Add +19.1% 15,013,711 $813.4M
Goldman Sachs Group Inc. 0.11% Reduce -1.6% 14,373,170 $778.7M
Royal Bank of Canada 0.13% Add +0.6% 13,457,101 $729.1M
Mariner, LLC 0.92% Reduce -0.5% 13,117,163 $710.6M
South Dakota Investment Council 12.47% Reduce -15.6% 11,842,466 $641.6M
Sei Investments Co. 0.66% Reduce -0.4% 11,318,380 $613.2M
Bank of New York Mellon Corp 0.11% Reduce -0.8% 10,908,442 $591.0M
PNC Financial Services Group, Inc. 0.34% Add +0.7% 10,284,361 $557.2M
Ameriprise Financial Inc. 0.12% Add +4.8% 9,897,182 $537.2M
Tiaa Trust, National Association 1.21% Reduce -3.8% 9,173,140 $497.0M
Wealthspire Advisors, LLC 2.53% Add +7.0% 8,927,078 $483.7M
Corient Private Wealth LP 0.66% Add +30.2% 7,777,858 $421.4M
US Bancorp \de 0.48% Reduce -0.4% 7,460,988 $404.2M
Commonwealth Equity Services, LLC 0.50% Reduce -3.0% 7,159,068 $387.9M
Raymond James Financial Inc. 0.12% Add +7.8% 7,033,631 $381.1M
Citigroup Inc. 0.25% Reduce -0.7% 6,719,326 $364.1M
Nicholas Hoffman & Company, LLC. 8.65% Add +7.3% 6,594,677 $357.3M
Jasper Ridge Partners, L.P. 7.97% Add +4.4% 6,531,681 $353.9M
Millburn Ridgefield LLC 8.03% Reduce -8.2% 6,211,582 $336.5M
Catalyst Capital Advisors LLC 6.79% Reduce -8.2% 6,211,582 $336.5M
HighTower Advisors, LLC 0.37% Add +23.1% 5,990,927 $324.6M
Baird Financial Group, Inc. 0.50% Add +12.3% 5,738,673 $310.9M
Envestnet Portfolio Solutions, Inc. 1.03% Add +0.1% 5,151,493 $279.1M
Cetera Investment Advisers 0.29% Add +33.7% 4,580,750 $248.2M
Stifel Financial Corp. 0.22% Reduce -2.3% 4,453,487 $241.3M
Valmark Advisers, Inc. 3.05% Add +1.2% 4,343,901 $235.4M
Schroder Investment Management Group 0.18% Add +28.1% 4,304,074 $232.2M
Signaturefd, LLC 3.64% Add +2.9% 4,262,815 $231.0M
Elm Partners Management LLC 11.16% Add +8.9% 4,100,547 $222.2M
Rwa Wealth Partners, LLC 2.49% Add +4.4% 4,051,221 $219.5M
Bokf, NA 3.02% Reduce -1.7% 3,705,919 $200.8M
SCS Capital Management LLC 2.16% Reduce -0.5% 3,665,055 $198.6M
Jones Financial Companies LLLP 0.13% Add +7.6% 3,662,285 $197.4M
MAI Capital Management 1.18% Add +3.9% 3,473,637 $188.2M
Manufacturers Life Insurance Company, The 0.15% Reduce -6.7% 3,439,955 $186.4M
Regions Financial Corp. 1.18% Add +2.6% 3,354,099 $181.7M
Focus Partners Wealth 0.29% Add +2.9% 3,263,568 $176.9M
Cerity Partners LLC 0.29% Add +9.8% 3,258,896 $176.6M
Bridges Investment Management Inc. 2.24% Add +0.2% 3,232,404 $175.1M
Facet Wealth, Inc. 3.60% Add +5.6% 3,213,199 $174.1M
Cambridge Associates LLC /Ma/ 3.18% Add +39.3% 3,202,086 $173.5M
Sand Hill Global Advisors, LLC 6.00% Reduce -1.2% 3,143,808 $170.3M
Bank of Montreal 0.07% Add +1.0% 3,141,084 $170.2M
JMG Financial Group, Ltd. 4.45% Reduce -0.2% 2,883,664 $156.2M
Ballentine Partners, LLC 2.14% Add +4.3% 2,849,679 $154.4M
Wedmont Private Capital 5.73% Add +8.2% 2,820,540 $154.2M
MML Investors Services, LLC 0.41% Add +0.6% 2,804,960 $152.0M
Cliftonlarsonallen Wealth Advisors, LLC 2.37% Add +2.8% 2,773,818 $150.3M
Rockefeller Capital Management L.P. 0.29% Add +27.7% 2,766,444 $149.9M
Choreo, LLC 1.94% Reduce -0.4% 2,746,914 $148.8M
CIBC Private Wealth Group LLC 0.25% Reduce -0.5% 2,737,361 $148.3M
Osaic Holdings, Inc. 0.20% Add +14.5% 2,728,900 $145.6M
BLB&B Advisors, LLC 6.02% Add +3.3% 2,571,930 $139.3M
Keybank National Association 0.49% Reduce -1.2% 2,559,355 $138.7M
M&T Bank Corp 0.46% Reduce -2.8% 2,511,078 $136.1M
Bridgewater Associates 0.53% Add +34.8% 2,475,609 $134.1M
Vantagepoint Investment Advisers LLC 1.04% New 2,360,713 $127.9M
Sofi Wealth, LLC 6.60% Add +94.7% 2,260,818 $122.5M
Pure Financial Advisors, LLC 1.89% Add +5.0% 2,191,550 $118.7M
Lincoln National Corp. 3.37% Add +1.8% 2,182,893 $118.3M
Sumitomo Life Insurance Co. 3.54% New 2,105,573 $114.1M
Fusion Family Wealth, LLC 8.47% Reduce -0.0% 2,087,214 $113.1M
Badgley Phelps Wealth Managers, LLC 2.37% Reduce -0.8% 2,076,732 $112.5M
Nepc LLC 2.85% Reduce -10.7% 1,996,647 $108.2M
CBIZ Investment Advisory Services, LLC 4.20% Add +61872.5% 1,978,163 $107.2M
Cerity Partners OCIO LLC 5.29% Add +1.5% 1,913,163 $103.7M
Pathstone Holdings, LLC 0.39% Reduce -2.4% 1,887,571 $102.3M
Alliancebernstein L.P. 0.03% Reduce -27.1% 1,823,018 $98.8M
FMR LLC 0.01% Add +2.0% 1,803,128 $97.7M
D.A. Davidson & Co. 0.63% Add +7.5% 1,802,200 $97.6M
Steele Capital Management, Inc. 4.32% Reduce -4.9% 1,799,827 $97.5M
Janney Montgomery Scott LLC 0.23% Add +2.7% 1,753,702 $95.0M
Mather Group, Llc. 0.95% Reduce -0.5% 1,737,750 $94.2M
Fifth Third Bancorp 0.30% Add +2.2% 1,718,090 $93.1M
Modera Wealth Management, LLC 1.07% Reduce -2.0% 1,710,287 $92.7M
Willis Johnson & Associates, Inc. 5.72% Add +4.5% 1,703,960 $92.3M
Apella Capital, LLC 2.03% Add +21.6% 1,671,450 $91.1M
Summit Trail Advisors, LLC 1.22% Add +6.7% 1,626,147 $88.1M
Bessemer Group Inc. 0.13% Add +3.2% 1,612,062 $87.3M
Truist Financial Corp. 0.12% Reduce -12.8% 1,576,824 $85.4M
Farmers & Merchants Investments Inc. 2.35% Reduce -7.6% 1,532,655 $83.0M
Peapack Gladstone Financial Corp. 1.06% Add +2.9% 1,506,564 $81.6M
Westerkirk Capital Inc. 9.28% Add +56.4% 1,499,490 $81.2M
Johnson Financial Group, LLC 7.26% Add +4.2% 1,464,924 $79.4M
Country Trust Bank 1.72% Reduce -8.1% 1,453,859 $78.8M
Hirtle & Co., LLC 3.11% Add +1.6% 1,450,238 $78.6M
Evoke Wealth, LLC 1.63% Add +8.3% 1,443,196 $78.2M
Brown Advisory Inc. 0.10% Add +0.8% 1,399,311 $75.8M
Cresset Asset Management, LLC 0.33% Add +3.1% 1,382,590 $74.9M
Ally Invest Advisors Inc. 5.35% Add +2.3% 1,376,569 $74.6M
Voya Investment Management LLC 0.08% Reduce -55.1% 1,350,922 $73.2M
Auto-Owners Insurance Co 1.83% No change 1,310,716 $71.0M
Freestone Capital Holdings, LLC 2.13% Add +1.3% 1,282,714 $69.5M
Captrust Financial Advisors 0.14% Add +0.4% 1,265,324 $68.6M
Karpus Management, Inc. 2.13% Add +1.3% 1,239,543 $67.2M
Osborne Partners Capital Management, LLC 3.36% Add +0.5% 1,219,790 $66.1M
Aptus Capital Advisors, LLC 0.59% Add +1.5% 1,192,101 $64.6M
Parkwood LLC 6.29% No change 1,190,229 $64.5M
NewEdge Advisors, LLC 0.28% Add +4.8% 1,142,080 $61.9M
Whittier Trust Co. of Nevada Inc. 1.32% Add +2.7% 1,127,411 $61.8M
Analyst IMS Investment Management Services Ltd. 1.92% Add +693.1% 1,138,513 $61.7M
Zions Bancorporation, National Association 2.99% Reduce -1.2% 1,114,941 $60.4M
Janus Henderson Group PLC 0.03% Reduce -0.6% 1,114,281 $60.4M
Whittier Trust Co. 0.68% Reduce -1.3% 1,095,104 $60.0M
Comerica Bank 0.22% Reduce -30.3% 1,092,918 $59.2M
Victory Capital Management Inc. 0.04% Reduce -43.7% 1,092,856 $59.2M
Orion Porfolio Solutions, LLC 0.45% Add +3.2% 1,079,396 $58.5M
Hills Bank & Trust Co 3.40% Add +9.6% 1,065,047 $57.7M
GenTrust, LLC 2.60% Reduce -6.5% 1,056,665 $57.3M
Strid Group, LLC 7.26% Add +0.9% 1,055,212 $57.2M
Assetmark, Inc. 0.12% Add +3.2% 1,052,337 $57.0M
Commerce Bank 0.32% Add +4.0% 1,052,142 $57.0M
PDS Planning, Inc 3.92% Add +0.3% 1,045,176 $56.6M
Invictus Private Wealth, LLC 3.54% Add +6.0% 1,042,880 $56.5M
Capital Advisors Inc. 0.93% Add +2.1% 1,030,525 $55.8M
Smithfield Trust Co 2.48% Reduce -0.8% 1,023,779 $55.4M
Cambridge Investment Research Advisors, Inc. 0.15% Add +4.9% 1,012,272 $54.8M
Jordan Park Group LLC 3.09% Add +95.7% 999,003 $54.1M
Klingman & Associates, LLC 2.68% Reduce -0.3% 981,006 $53.2M
National Bank of Canada 0.06% Add +0.5% 971,060 $52.6M
Integrated Wealth Concepts LLC 0.47% Add +7.5% 967,821 $52.4M
First Financial Bankshares Inc 1.07% Reduce -0.1% 957,779 $51.9M
Equitable Holdings, Inc. 0.37% Add +2.9% 934,652 $50.6M
Patriot Investment Management Group, Inc. 3.23% Add +2.0% 912,904 $49.5M
Acropolis Investment Management, LLC 2.51% Add +6.1% 998,808 $49.4M
Clark Asset Management, LLC 5.54% Add +9.1% 879,260 $47.6M
Compound Planning, Inc. 1.51% Add +5.0% 860,721 $46.6M
Composition Wealth, LLC 0.66% Add +3059.7% 817,502 $44.3M
Tidal Investments LLC 0.19% Reduce -4.8% 811,062 $43.9M
Invesco Ltd. 0.01% Reduce -47.5% 810,469 $43.9M
TD Waterhouse Canada Inc. 0.28% Add +14.3% 788,128 $43.0M
Litman Gregory Wealth Management LLC 3.15% Reduce -2.8% 780,324 $42.3M
Moneta Group Investment Advisors LLC 0.33% Add +2.8% 769,820 $41.7M
Allworth Financial LP 0.18% Reduce -1.3% 769,560 $41.7M
Rakuten Investment Management, Inc. 0.15% — 768,628 $41.5M
Sage Financial Group Inc. 2.81% Add +7.7% 761,237 $41.2M
&partners 0.26% Add +18.4% 751,830 $40.9M
Beacon Pointe Advisors, LLC 0.35% Add +59.9% 753,717 $40.8M
Matrix Trust Co 6.27% Reduce -5.5% 739,729 $40.1M
TD Asset Management Inc 0.03% Add +3.2% 735,342 $39.8M
Axxcess Wealth Management, LLC 0.84% Add +0.7% 730,643 $39.6M
Bank of Hawaii 1.96% Add +0.6% 725,092 $39.3M
AlphaCore Capital LLC 1.30% Add +3.0% 712,513 $38.6M
Sigma Investment Counselors Inc. 1.97% Add +0.7% 699,076 $37.9M
Cullen/Frost Bankers, Inc. 0.44% Reduce -6.3% 697,225 $37.8M
Capital Asset Advisory Services LLC 1.62% Add +0.3% 690,207 $37.4M
Banco Santander, S.A. 0.33% Add +72.5% 689,109 $37.3M
Brandywine Oak Private Wealth LLC 3.16% Add +0.2% 670,845 $36.3M
Kestra Advisory Services, LLC 0.17% Add +56.5% 670,230 $36.3M
Rebalance, LLC 2.17% Add +1.4% 663,604 $36.0M
Valeo Financial Advisors, LLC 0.82% Reduce -0.7% 660,787 $35.8M
Private Advisor Group, LLC 0.17% Add +5.9% 652,294 $35.3M
Alps Advisors Inc. 0.20% Reduce -0.1% 652,056 $35.3M
Baker Avenue Asset Management, LP 0.85% Add +0.2% 651,974 $35.3M
Presilium Private Wealth, LLC 6.69% Reduce -0.5% 649,782 $35.2M
Caprock Group, LLC 0.86% — 681,158 $35.1M
Full Sail Capital, LLC 1.90% Reduce -2.9% 634,552 $34.4M
Efficient Advisors, LLC 1.93% Add +2.5% 632,107 $34.2M
DAVENPORT & Co LLC 0.18% Reduce -4.8% 631,679 $34.2M
Sepio Capital, LP 2.01% Add +0.9% 627,293 $34.0M
Atria Investments, Inc 0.39% Add +1.5% 625,253 $33.9M
Waverly Advisors, LLC 0.33% Reduce -0.3% 615,292 $33.3M
Coldstream Capital Management Inc. 0.45% Reduce -7.6% 610,133 $33.1M
WoodTrust Financial Corp 3.93% New 608,172 $33.0M
Staley Capital Advisers Inc. 1.35% Reduce -0.2% 606,777 $32.9M
Blair William & Co. 0.09% Add +1.5% 603,826 $32.7M
Hudock, Inc. 4.90% Reduce -2.4% 595,931 $32.3M
Thrivent Financial for Lutherans 0.07% Add +86.7% 595,050 $32.2M
Mutual of America Capital Management LLC 0.34% Reduce -0.7% 594,548 $32.2M
Vision Capital Management, Inc. 3.97% Add +1.9% 593,756 $32.2M
Steward Partners Investment Advisory, LLC 0.18% Add +3.2% 590,564 $32.0M
JFG Wealth Management, LLC 6.24% Add +0.5% 588,161 $31.9M
Center for Financial Planning, Inc. 3.28% Add +0.3% 566,182 $30.7M
Lido Advisors, LLC 0.13% Add +33.8% 564,384 $30.6M
Savant Capital, LLC 0.18% Add +359.6% 557,485 $30.2M
Dupont Capital Management Corp. 3.12% No change 556,867 $30.2M
Proffitt & Goodson Inc. 4.30% Reduce -0.2% 553,717 $30.0M
Simon Quick Advisors, LLC 1.33% Add +46.9% 542,857 $29.4M
Financial Advisors Network, Inc. 4.15% Reduce -0.3% 541,427 $29.3M
Old National Bancorp 0.50% Add +8.4% 540,385 $29.3M
TLT Family Holdco ULC 2.66% No change 538,350 $29.2M
Riversedge Advisors, LLC 4.86% Add +1.3% 534,917 $29.0M
Focused Wealth Management, Inc 3.13% Add +4.0% 534,581 $29.0M
Mutual Advisors, LLC 0.64% Add +0.4% 526,505 $28.9M
CreativeOne Wealth, LLC 0.69% Add +1.2% 522,558 $28.3M
Kathmere Capital Management, LLC 1.99% Add +0.3% 516,892 $28.0M
Tanager Wealth Management LLP 2.91% Add +3.4% 511,321 $27.7M
Arbor Investment Advisors, LLC 3.48% Reduce -6.2% 505,230 $27.4M
Vontobel Holding Ltd. 0.09% Add +5.5% 504,854 $27.4M
Alesco Advisors, LLC, An ESL Co 0.74% Reduce -3.1% 502,844 $27.2M
GFS Advisors, LLC 3.45% Reduce -0.9% 498,820 $27.0M
Laird Norton Wetherby Trust Company, LLC 4.64% Reduce -0.3% 497,919 $27.0M
PACK Private Wealth, LLC 12.67% Add +1.4% 496,583 $26.9M
Zuckerman Investment Group, LLC 2.50% Reduce -3.3% 496,208 $26.9M
Bailard, Inc. 0.58% Add +2.2% 495,433 $26.8M
Bluespring Wealth Management, LLC 2.32% Reduce -3.0% 492,900 $26.7M
Garde Capital, Inc. 1.34% Add +1.9% 492,118 $26.7M
Focus Partners Advisor Solutions, LLC 0.30% Add +15.9% 479,751 $26.3M
Kwmg, LLC 2.30% Add +2.5% 484,917 $26.3M
GLOBALT Investments LLC / GA 0.96% Reduce -1.5% 484,615 $26.3M
BIP Wealth, LLC 1.30% Add +60.3% 484,454 $26.2M
Concurrent Investment Advisors, LLC 0.45% Add +8.5% 481,667 $26.1M
Ellenbecker Investment Group 3.76% Add +5.0% 470,091 $25.5M
FSM Wealth Advisors, LLC 3.60% Add +21.8% 469,270 $25.4M
Hanson & Doremus Investment Management 3.19% Add +0.5% 467,972 $25.4M
United Financial Planning Group LLC 15.92% — 421,966 $25.3M
NewEdge Wealth, LLC 0.35% Add +2.5% 449,846 $24.7M
Colony Family Offices, LLC 6.33% Reduce -7.6% 451,517 $24.5M
Greenline Partners, LLC 2.95% Add +0.0% 447,405 $24.2M
Portland Global Advisors LLC 2.67% Reduce -0.2% 441,877 $23.9M
Van Cleef Asset Management,Inc 2.42% Add +0.6% 440,157 $23.8M
Legacy Private Trust Co. 1.39% Add +1.4% 428,316 $23.2M
Silvercrest Asset Management Group LLC 0.15% Add +72.9% 426,019 $23.1M
Manning & Napier Advisors LLC 0.29% Add +3.5% 425,801 $23.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +56.1% 425,155 $23.0M
Vise Technologies, Inc. 0.86% Reduce -14.7% 424,959 $23.0M
EverSource Wealth Advisors, LLC 0.91% Reduce -1.8% 424,354 $23.0M
Strategic Investment Advisors / MI 2.05% Reduce -100.0% 163 $22.8M
Brookstone Capital Management 0.27% Add +15.7% 419,593 $22.7M
Chandler Asset Management, Inc. 3.72% Reduce -16.3% 418,375 $22.7M
First Bank & Trust 3.80% Reduce -8.3% 417,016 $22.6M
Wharton Business Group, LLC 0.98% Reduce -2.1% 414,896 $22.5M
Virtue Capital Management, LLC 3.56% Add +181.1% 36,498 $22.4M
Procyon Advisors, LLC 1.31% Add +22.7% 408,895 $22.2M
Deutsche Bank AG 0.01% Reduce -1.4% 400,641 $21.7M
DRW Securities, LLC 1.11% New 400,000 $21.7M
Payne Capital Management, LLC 6.93% Add +15.3% 397,162 $21.5M
Marble Harbor Investment Counsel, LLC 2.24% Add +5.8% 394,949 $21.4M
Susquehanna International Group, LLP 0.03% Add +1605.8% 394,935 $21.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +30.0% 392,817 $21.3M
Tocqueville Asset Management L.P. 0.31% Reduce -0.4% 392,760 $21.3M
Boston Standard Wealth Management, LLC 3.53% Reduce -1.9% 387,620 $21.0M
Nisa Investment Advisors, LLC 0.08% No change 387,500 $21.0M
Larson Financial Group LLC 0.72% Reduce -15.0% 380,514 $20.6M
Pinnacle Financial Partners Inc 0.49% Reduce -38.3% 379,276 $20.5M
Moody National Bank Trust Division 1.73% Add +8.8% 379,007 $20.5M
AdvisorNet Financial, Inc 1.16% Add +6.7% 377,618 $20.5M
O'Dell Group, LLC 4.39% Add +2.4% 377,537 $20.5M
Tobias Financial Advisors, Inc. 3.10% Add +6.3% 376,939 $20.4M
Fiduciary Trust Co 0.23% Reduce -0.4% 374,140 $20.3M
Wilmington Savings Fund Society, FSB 0.49% Reduce -49.5% 372,864 $20.2M
Sanctuary Advisors, LLC 0.11% Add +4.8% 369,712 $20.0M
Summit Financial, LLC 0.31% Add +7.3% 368,877 $20.0M
NorthRock Partners, LLC 0.36% Add +855.5% 366,432 $19.9M
Patton Fund Management, Inc. 3.57% Reduce -0.8% 366,074 $19.8M
Citizens Financial Group Inc. 0.27% Reduce -4.0% 365,945 $19.8M
Exencial Wealth Advisors, LLC 0.64% Add +1.4% 365,218 $19.8M
Checchi Capital Advisers, LLC 1.36% Add +0.7% 365,185 $19.8M
Natixis Advisors, LLC 0.03% Add +9.2% 363,597 $19.7M
BTC Capital Management, Inc. 1.35% Add +5.7% 361,698 $19.6M
GP Brinson Investments LLC 7.95% Add +6.6% 359,652 $19.5M
Penserra Capital Management LLC 0.23% Add +27.9% 359,146 $19.5M
Mission Wealth Management, LP 0.40% Reduce -2.4% 357,208 $19.4M
Whitcomb & Hess, Inc. 4.93% Add +0.7% 354,018 $19.2M
Arvest Investments, Inc. 2.74% Reduce -5.3% 353,073 $19.1M
Cantor Fitzgerald Investment Advisors L.P. 1.30% Reduce -1.1% 352,268 $19.1M
Human Investing LLC 2.81% Reduce -2.0% 350,668 $19.0M
Midwest Trust Co 0.25% Add +6.4% 348,123 $18.9M
Ellevest, Inc. 2.69% Add +3.0% 347,043 $18.8M
Allianz SE 0.40% No change 346,097 $18.8M
Kopp Family Office, LLC 12.21% Reduce -3.5% 346,080 $18.8M
Aspen Wealth Management LLC 4.15% Add +2.2% 345,208 $18.7M
Brooklyn FI, LLC 4.16% Add +16.7% 341,711 $18.5M
F/m Investments LLC 0.71% Reduce -1.1% 341,740 $18.5M
Silver Coast Investments LLC 6.34% Reduce -4.1% 340,545 $18.5M
Bangor Savings Bank 1.52% Add +9.2% 336,435 $18.2M
MinichMacGregor Wealth Management, LLC 3.53% Add +48.0% 334,420 $18.1M
Asset Management One Co., Ltd. 0.05% Add +136.8% 334,385 $18.1M
Avior Wealth Management, LLC 0.58% Add +1.9% 332,804 $18.0M
Cibc World Market Inc. 0.04% Add +1.9% 331,342 $18.0M
Praetorian Wealth Management, Inc. 3.68% Add +2.1% 331,106 $17.9M
Parker Financial LLC 7.30% Reduce -0.2% 328,613 $17.8M
PFG Advisors 0.73% New 328,550 $17.8M
Venturi Wealth Management, LLC 0.83% Reduce -1.1% 328,288 $17.8M
Amundi 0.01% Reduce -11.5% 320,085 $17.6M
Marotta Asset Management 3.31% Reduce -0.8% 322,055 $17.6M
Kestra Private Wealth Services, LLC 0.23% Add +12.2% 321,820 $17.4M
Ocean Park Asset Management, LLC 0.72% Add +2385.9% 320,478 $17.4M
Kohmann Bosshard Financial Services, LLC 1.77% Reduce -1.4% 318,487 $17.2M
MassMutual Private Wealth & Trust, FSB 0.44% Reduce -1.8% 315,429 $17.1M
Arvest Bank Trust Division 0.95% Reduce -21.2% 314,918 $17.1M
Dark Forest Capital Management LP 0.64% New 313,918 $17.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.98% Add +10.2% 312,977 $17.0M
Bear Mountain Capital, Inc. 5.67% Reduce -1.5% 310,623 $16.9M
Mackenzie Financial Corp. 0.02% Add +0.9% 312,376 $16.9M
Focus Financial Network, Inc. 0.60% Add +0.4% 311,920 $16.9M
Strategic Financial Planning, Inc. 9.72% Add +0.9% 309,576 $16.8M
AQR Capital Management 0.01% Add +81.6% 308,918 $16.7M
Meeder Advisory Services, Inc. 0.78% Reduce -2.1% 307,840 $16.7M
Petredis Investment Advisors LLC 1.33% Add +1.5% 306,534 $16.6M
Partners in Financial Planning 2.85% Reduce -0.5% 304,473 $16.5M
Franklin Resources Inc. 0.00% Add +6.6% 304,032 $16.5M
JNBA Financial Advisors 1.49% Reduce -4.2% 302,608 $16.4M
Martin & Co. Inc. 2.90% Add +2.3% 301,219 $16.3M
Blankinship & Foster, LLC 3.56% Add +3.0% 300,652 $16.3M
Global Endowment Management, LP 2.02% No change 298,000 $16.1M
Allianz Asset Management GmbH 0.02% Reduce -22.3% 297,361 $16.1M
Schwerin Boyle Capital Management Inc. 1.75% No change 296,020 $16.0M
Robinswood Financial LLC 5.32% Add +0.5% 294,444 $16.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% Reduce -0.4% 294,229 $15.9M
Retirement Financial Solutions, LLC 4.95% New 291,772 $15.8M
Crestmont Private Wealth LLC 5.19% Add +0.6% 290,190 $15.7M
Signal Advisors Wealth, LLC 1.42% Add +48.0% 289,643 $15.7M
Vident Advisory, LLC 0.15% Add +112.9% 289,083 $15.7M
Global Retirement Partners, LLC 0.35% Reduce -2.5% 289,045 $15.7M
Rochester Wealth Strategies, LLC 10.21% Reduce -0.8% 288,044 $15.6M
Sequoia Financial Advisors, LLC 0.10% Add +32.7% 287,870 $15.6M
UMB Bank, n.a. 0.23% Add +0.4% 287,090 $15.6M
Permanent Capital Management, LP 2.90% — 286,715 $15.5M
Beacon Financial Group 1.53% Add +26.3% 286,372 $15.5M
Dynamic Advisor Solutions LLC 0.45% Add +2.9% 286,192 $15.5M
New Vernon Capital Holdings II LLC 7.09% No change 284,473 $15.4M
Parallel Advisors, LLC 0.28% Reduce -0.7% 283,995 $15.4M
J.W. Cole Advisors, Inc. 0.29% Add +5.3% 283,400 $15.4M
Stonehearth Capital Management, LLC 5.94% Add +0.2% 283,299 $15.3M
Stash Investments, LLC 6.59% Add +2.1% 282,828 $15.3M
Cordant, Inc. 6.91% Add +2.4% 282,444 $15.3M
Harbour Investments, Inc. 0.35% Add +36.4% 282,391 $15.3M
RTD Financial Advisors, Inc. 1.83% Add +0.8% 281,048 $15.2M
Oak Hill Wealth Advisors, LLC 2.84% Reduce -5.1% 280,071 $15.2M
Custos Family Office, LLC 8.51% Reduce -34.0% 277,908 $15.1M
WestHill Financial Advisors, Inc. 2.94% Reduce -1.4% 277,257 $15.0M
Fairview Capital Investment Management, LLC 0.75% Add +4.9% 272,105 $14.7M
Farther Finance Advisors, LLC 0.22% Add +21.7% 271,939 $14.7M
TrueWealth Financial Partners 7.51% Reduce -14.8% 271,718 $14.7M
SigFig Wealth Management, LLC 0.45% Reduce -4.0% 270,375 $14.6M
Prime Buchholz LLC 7.97% Add +1.3% 267,665 $14.5M
Blue Edge Capital, LLC 2.05% Add +2.3% 266,499 $14.4M
Okabena Investment Services Inc. 2.80% Reduce -14.5% 265,951 $14.4M
Raelipskie Partnership 6.19% Reduce -0.6% 265,799 $14.4M
Avantax Planning Partners, Inc. 0.41% Reduce -3.4% 265,531 $14.4M
Twele Capital Management, Inc. 2.64% Add +0.6% 263,879 $14.3M
Gleason Group, Inc. 1.44% Add +1.9% 263,867 $14.3M
Meridian Management Co. 3.82% Reduce -20.7% 263,748 $14.3M
GW&K Investment Management, LLC 0.13% Add +10.0% 263,396 $14.3M
Aperture Investors, LLC 1.98% No change 263,332 $14.3M
Diversify Wealth Management, LLC 0.82% Add +3.4% 258,540 $14.2M
Stewardship Advisors, LLC 3.36% Add +1.4% 261,859 $14.2M
Moller Wealth Partners 2.95% Reduce -3.2% 261,272 $14.2M
DORVAL Corp 4.68% Add +7.9% 260,913 $14.1M
Frontier Asset Management, LLC 3.49% Reduce -6.9% 258,143 $14.0M
Windward Private Wealth Management Inc. 4.80% Add +0.2% 256,936 $13.9M
JFS Wealth Advisors, LLC 0.81% Add +2.6% 256,766 $13.9M
Apriem Advisors 1.31% Add +9.1% 256,340 $13.9M
Evolution Advisers, Inc. 6.20% Add +2.7% 252,854 $13.8M
Stratos Wealth Partners, LTD. 0.16% Add +2.8% 254,094 $13.8M
Obsidian Cio, LLC 1.80% Add +5.3% 253,664 $13.7M
Everhart Financial Group, Inc. 1.38% Reduce -7.9% 253,493 $13.7M
Austin Private Wealth, LLC 1.05% Reduce -3.5% 252,498 $13.7M
Signature Estate & Investment Advisors LLC 0.29% Reduce -0.1% 251,416 $13.6M
Drive Wealth Management, LLC 2.86% Reduce -10.9% 249,172 $13.5M
SBI Securities Co., Ltd. 0.34% Reduce -4.9% 247,473 $13.4M
Tectonic Advisors LLC 0.73% Reduce -76.4% 246,827 $13.4M
Arcataur Capital Management LLC 3.92% Reduce -0.9% 246,326 $13.3M
Nations Financial Group Inc, /Ia/ 0.83% Add +0.6% 244,493 $13.2M
Foster Group, Inc. 0.42% Reduce -0.2% 244,166 $13.2M
Principal Securities, Inc. 0.22% Add +5.8% 242,833 $13.2M
Harbor Advisory Corp. 3.87% Add +2.4% 241,526 $13.1M
Raffa Wealth Management, LLC 2.34% Reduce -0.8% 240,398 $13.0M
Northeast Financial Group, Inc. 3.21% Add +0.5% 237,916 $12.9M
Leavell Investment Management, Inc. 0.54% Add +8.9% 237,546 $12.9M
Wealthspire Retirement, LLC 0.81% Add +2.4% 235,524 $12.8M
LPWM LLC 3.40% Add +3.0% 235,206 $12.7M
Wela Strategies, Inc. 4.81% Add +8.8% 234,242 $12.7M
Tarbox Family Office, Inc. 1.86% Reduce -17.0% 234,226 $12.7M
Pine Ridge Advisers LLC 0.87% No change 234,077 $12.7M
Beacon Investment Advisory Services, Inc. 0.52% Add +3.9% 230,139 $12.5M
United Capital Financial Advisors, LLC 0.09% Reduce -1.7% 229,185 $12.4M
Neuberger Berman Group LLC 0.01% Reduce -34.8% 227,685 $12.3M
Battery Global Advisors, LLC 5.78% Add +5.5% 226,948 $12.3M
Regal Investment Advisors LLC 0.80% Add +2.6% 226,705 $12.3M
Creative Financial Designs Inc. 0.82% Add +3.8% 226,451 $12.3M
Arcadia Wealth Management, LLC 4.85% Reduce -5.2% 225,742 $12.2M
Magnus Financial Group LLC 0.97% Add +4.4% 225,684 $12.2M
Oppenheimer & Co. Inc. 0.15% Add +3.3% 225,239 $12.2M
Keener Financial Planning LLC 5.66% Add +1.8% 225,243 $12.2M
Zhang Financial LLC 0.50% Add +0.8% 224,902 $12.2M
Wrenne Financial Planning LLC 5.21% Add +2.3% 224,759 $12.2M
Kings Path Partners LLC 4.48% Add +3.9% 224,458 $12.2M
Nuveen, LLC 0.00% Reduce -48.6% 223,223 $12.1M
Associated Banc-Corp 0.32% Add +5.7% 223,127 $12.1M
Simmons Bank 0.81% Add +0.2% 223,066 $12.1M
RPTC Inc. 2.10% Add +0.5% 222,376 $12.0M
Mesirow Financial Investment Management, Inc. 0.21% Add +3.0% 221,835 $12.0M
Segall Bryant & Hamill, LLC 0.16% Add +105.5% 220,793 $12.0M
Advisory Services Network, LLC 0.18% Add +3.2% 220,646 $12.0M
Hurlow Wealth Management Group, Inc. 3.08% Add +4.3% 219,857 $11.9M
Mittelman Wealth Management 7.80% Add +1.1% 219,849 $11.9M
Mosaic Family Wealth Partners, LLC 1.39% Add +8.3% 219,227 $11.8M
Cairn Investment Group, Inc. 5.39% Reduce -4.2% 218,209 $11.8M
IFG Advisors, LLC 1.92% Reduce -4.4% 217,452 $11.8M
Boston Trust Walden Corp 0.09% Reduce -4.7% 215,454 $11.7M
Bar Harbor Wealth Management 0.70% Reduce -0.8% 215,251 $11.7M
Roble, Belko & Company, Inc 1.58% Add +1.8% 214,850 $11.6M
Affiance Financial, LLC 2.12% Add +5.3% 214,608 $11.6M
Ameritas Investment Partners, Inc. 0.36% Add +0.1% 214,494 $11.6M
Old Mission Investment Co LLC 2.83% Add +5.0% 213,988 $11.6M
Penobscot Wealth Management 3.63% Add +2.9% 208,666 $11.3M
Cliffwater LLC 2.38% Reduce -0.1% 208,320 $11.3M
MainStreet Investment Advisors LLC 1.52% Reduce -3.6% 208,049 $11.3M
Conrad Siegel Investment Advisors, Inc. 2.36% Reduce -3.0% 207,714 $11.3M
Bison Wealth, LLC 1.03% Add +15.6% 206,292 $11.2M
Peak Retirement Planning, Inc. 3.14% Add +57.4% 206,054 $11.2M
American Trust 0.94% Reduce -2.7% 205,506 $11.1M
Idaho Trust Co 3.75% Reduce -3.5% 205,435 $11.1M
Sterling Wealth Management, Inc. 3.37% Add +3.8% 204,924 $11.1M
Atlantic Union Bankshares Corp 0.21% Add +0.1% 204,921 $11.1M
Sovereign Financial Group, Inc. 2.08% Add +4.6% 204,889 $11.1M
Waterford Advisors, LLC 3.83% Add +14971.5% 204,520 $11.1M
Diversify Advisory Services, LLC 0.37% Add +1.0% 200,309 $11.0M
Twin Focus Capital Partners, LLC 1.40% Reduce -1.0% 203,357 $11.0M
Regimen Wealth, LLC 3.27% Reduce -0.4% 203,394 $11.0M
Barry Investment Advisors, LLC 2.53% Add +0.8% 203,062 $11.0M
Janney Capital Management LLC 0.68% Reduce -0.8% 203,009 $11.0M
Merit Financial Group, LLC 0.10% Reduce -1.8% 201,993 $10.9M
Park Avenue Securities LLC 0.09% Add +3.1% 201,841 $10.9M
Define Financial, LLC 6.50% Add +2.0% 199,838 $10.8M
Bishop & Co Investment Management, LLC 3.61% Add +0.0% 199,155 $10.8M
Mgo One Seven LLC 0.25% Add +4.2% 198,335 $10.7M
Park Place Capital Corp 2.27% Reduce -0.2% 198,266 $10.7M
Savvy Advisors, Inc. 0.49% Add +247.2% 196,878 $10.7M
Ariston Services Group 6.41% Add +5.0% 196,446 $10.6M
Anderson Hoagland & Co. 0.95% Add +3.6% 196,367 $10.6M
Newton One Investments LLC 3.15% Reduce -0.9% 196,289 $10.6M
FF Advisors,LLC 5.08% Add +5.9% 196,069 $10.6M
Three Bridge Wealth Advisors, LLC 2.73% Add +1.6% 195,733 $10.6M
Money Concepts Capital Corp. 0.65% Add +3.1% 195,682 $10.6M
Menora Mivtachim Holdings LTD. 0.05% Add +2.1% 194,680 $10.5M
Benjamin Edwards Inc. 0.12% Reduce -4.2% 193,886 $10.5M
Connors Investor Services Inc. 0.89% Add +3.3% 193,306 $10.5M
Callan Family Office, LLC 0.33% Reduce -2.4% 193,023 $10.5M
180 Wealth Advisors, LLC 1.27% Add +2.0% 192,833 $10.4M
Gotham Asset Management 0.05% Add +193.9% 192,132 $10.4M
Cambridge Advisors Inc. 2.03% Reduce -1.7% 191,727 $10.4M
RFG Advisory, LLC 0.21% Add +77.7% 191,300 $10.4M
Koss-Olinger Consulting, LLC 0.85% Reduce -0.6% 209,241 $10.3M
Howe & Rusling Inc. 0.71% Reduce -2.1% 190,531 $10.3M
Smith & Howard Wealth Management, LLC 2.40% Add +0.4% 189,845 $10.3M
Quantinno Capital Management LP 0.03% Add +75.5% 189,790 $10.3M
Integrated Advisors Network LLC 0.43% Reduce -4.6% 189,471 $10.3M
Cranbrook Wealth Management, LLC 2.06% Reduce -2.8% 189,393 $10.3M
Fifth Third Wealth Advisors LLC 0.38% Add +5.3% 188,993 $10.2M
BTG Pactual Asset Management US LLC 1.22% Reduce -2.4% 206,870 $10.2M
Lodestar Private Asset Management LLC 1.07% Add +2.9% 188,471 $10.2M
Laird Norton Wetherby Wealth Management, LLC 0.42% Add +1.0% 188,261 $10.2M
Parr McKnight Wealth Management Group, LLC 1.33% Add +3.0% 186,912 $10.1M
SilverOak Wealth Management LLC 1.70% Add +261.6% 185,767 $10.1M
REAP Financial Group, LLC 2.18% Add +18.1% 185,426 $10.0M
First Manhattan Co. Llc. 0.03% Add +13.5% 185,380 $10.0M
Allspring Global Investments Holdings, LLC 0.02% Add +0.0% 184,068 $10.0M
Capitolis Liquid Global Markets LLC 0.08% New 185,000 $10.0M
St. Louis Trust Co 1.25% Add +0.1% 184,914 $10.0M
Wesbanco Bank Inc. 0.28% Add +26.6% 184,736 $10.0M
BlueSky Wealth Advisors, LLC 1.34% Reduce -4.3% 183,960 $10.0M
Charles Schwab Trust Co 0.68% Add +0.7% 183,795 $10.0M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -1.1% 183,659 $10.0M
Polianta Ltd 4.06% Reduce -4.0% 181,900 $9.9M
Watershed Private Wealth LLC 3.11% Add +15.5% 181,762 $9.8M
Standard Family Office LLC 10.67% No change 181,722 $9.8M
NDVR, Inc. 8.18% Add +2.2% 181,077 $9.8M
Tortoise Investment Management, LLC 0.87% Add +1.0% 180,968 $9.8M
Cypress Financial Planning LLC 2.99% Reduce -0.7% 179,988 $9.8M
CoreCap Advisors, LLC 0.35% Add +0.0% 179,855 $9.7M
Grove Bank & Trust 1.14% Add +3.8% 179,646 $9.7M
Smith, Moore & Co. 0.74% Add +0.4% 177,862 $9.6M
Sage Rhino Capital LLC 1.86% Add +1.4% 177,656 $9.6M
Stephens Inc. 0.12% Reduce -0.4% 177,147 $9.6M
Echo45 Advisors LLC 5.62% Reduce -2.0% 176,832 $9.6M
NorthCoast Asset Management LLC 0.04% Reduce -0.6% 176,661 $9.6M
Spire Wealth Management 0.32% Add +211.7% 176,147 $9.5M
Soltis Investment Advisors LLC 0.65% Add +9.5% 174,742 $9.5M
Roberts Wealth Advisors, LLC 2.52% Add +1.9% 174,735 $9.5M
Robertson Stephens Wealth Management, LLC 0.29% Reduce -1.7% 174,189 $9.4M
Northeast Investment Management 0.38% Add +7.6% 173,013 $9.4M
Atmos Advisory, LLC 5.69% Reduce -2.4% 172,236 $9.3M
Fort Point Capital Partners LLC 1.18% Add +3.3% 171,615 $9.3M
Obsido Oy 6.16% Add +5.9% 170,879 $9.3M
Ancora Advisors LLC 0.19% Add +41.8% 170,647 $9.2M
Freedom Financial Partners LLC 3.52% Add +2.3% 170,562 $9.2M
Waterloo Capital, L.P. 0.69% Add +0.9% 170,540 $9.2M
Canada Post Corp Registered Pension Plan 0.41% No change 170,000 $9.2M
Aletheian Wealth Advisors LLC 4.24% Add +1.0% 168,551 $9.1M
Galvin, Gaustad & Stein, LLC 0.75% Reduce -23.2% 167,988 $9.1M
Tme Financial, Inc. 6.76% Add +4.8% 166,629 $9.0M
PFW Advisors LLC 2.67% Reduce -13.8% 166,490 $9.0M
Ashton Thomas Private Wealth, LLC 0.23% Add +16.1% 165,547 $9.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.68% No change 165,500 $9.0M
Capital Investment Advisors, LLC 0.15% Reduce -0.6% 165,065 $8.9M
Central Bank & Trust Co. 1.41% Reduce -6.0% 164,869 $8.9M
Cardiff Park Advisors, LLC 0.68% Add +0.6% 163,661 $8.9M
FSA Wealth Management LLC 3.24% Reduce -0.8% 163,357 $8.9M
Bartlett & Co. Wealth Management LLC 0.12% Add +2.5% 163,287 $8.8M
Tribridge Partners Financial LLC 4.05% Add +22.3% 161,433 $8.8M
Cwm, LLC 0.03% Add +17.8% 162,547 $8.8M
Wallington Asset Management, LLC 1.14% Add +1.0% 161,525 $8.8M
Private Client Services, LLC 2.92% Add +47.0% 161,078 $8.7M
Tamar Securities, LLC 0.99% Add +2.0% 160,864 $8.7M
Trustmark Bank Trust Department 0.56% Reduce -1.1% 159,666 $8.7M
Bay Harbor Wealth Management, LLC 2.33% Reduce -0.7% 158,957 $8.6M
Marshall & Sullivan Inc. 3.99% Reduce -0.6% 158,812 $8.6M
Courage Miller Partners, LLC 2.57% Reduce -2.4% 158,484 $8.6M
Aurelius Family Office LLC 3.81% Reduce -1.7% 157,879 $8.6M
Rathbones Group PLC 0.03% Add +18.3% 157,747 $8.5M
Hiley Hunt Wealth Management 4.01% Add +1.4% 157,338 $8.5M
Bristlecone Advisors, LLC 0.71% Add +3.3% 156,532 $8.5M
4Thought Financial Group Inc. 4.29% Reduce -2.0% 156,466 $8.5M
Nelson Capital Management, LLC 1.01% Add +3.2% 156,370 $8.5M
Zeit Capital LLC 5.71% Reduce -0.9% 155,127 $8.4M
Investment Partners, LTD. 2.96% Add +1.2% 155,003 $8.4M
O'shaughnessy Asset Management, LLC 0.05% Add +17.1% 154,927 $8.4M
Principal Financial Group Inc. 0.00% Reduce -2.0% 154,797 $8.4M
Geneos Wealth Management Inc. 0.21% Reduce -43.0% 154,481 $8.4M
Founders Grove Wealth Partners, LLC 1.96% Reduce -0.9% 154,004 $8.3M
Fiduciary Group, LLC 0.73% Add +4.4% 153,829 $8.3M
Proathlete Wealth Management LLC 2.40% Add +4.0% 153,651 $8.3M
Courier Capital LLC 0.47% Add +0.0% 152,882 $8.3M
Applied Capital LLC 3.32% Add +1.3% 152,081 $8.2M
Strategic Blueprint, LLC 0.36% Reduce -1.8% 151,910 $8.2M
Sierra Capital LLC 0.90% Reduce -1.3% 151,833 $8.2M
Joule Financial, LLC 2.45% Add +1.9% 150,938 $8.2M
Abacus Planning Group, Inc. 1.13% Add +6.3% 150,635 $8.2M
Advocate Group LLC 1.34% Add +24.0% 150,349 $8.1M
Henshaw Capital LLC 0.30% No change 150,000 $8.1M
Sarasin & Partners LLP 0.08% Add +72.8% 149,570 $8.1M
CFS Investment Advisory Services, LLC 0.59% Add +1.5% 145,040 $8.0M
NewSquare Capital LLC 0.54% Reduce -2.4% 147,399 $8.0M
Pinnacle Associates Ltd. 0.11% Reduce -0.5% 146,562 $7.9M
Ackerman Capital Advisors, LLC 1.66% Add +44.5% 145,983 $7.9M
Tenret Co LLC 4.09% Add +0.6% 145,724 $7.9M
Perigon Wealth Management, LLC 0.16% Add +6.1% 145,300 $7.9M
Plancorp, LLC 0.25% Add +3.5% 144,480 $7.8M
Perissos Private Wealth Management, LLC 5.67% Add +89.7% 143,762 $7.8M
CENTRAL TRUST Co 0.16% Add +29.4% 143,514 $7.8M
Modern Wealth Management, LLC 0.15% Add +0.5% 143,143 $7.8M
Seven Springs Wealth Group, LLC 1.91% Reduce -0.5% 142,767 $7.7M
Jefferies Financial Group Inc. 0.07% Reduce -9.4% 142,702 $7.7M
RiverGlades Family Offices LLC 4.71% Add +2.0% 142,222 $7.7M
Beirne Wealth Consulting Services, LLC 1.85% Add +0.7% 142,018 $7.7M
Bradley Foster & Sargent Inc. 0.11% Add +10.5% 141,416 $7.7M
Continuum Wealth Advisors, LLC 3.27% Add +8.3% 141,390 $7.7M
LBMC Investment Advisors, LLC 0.49% Reduce -0.2% 140,801 $7.6M
OneDigital Investment Advisors LLC 0.08% Add +4.8% 140,129 $7.6M
VestGen Advisors, LLC 0.25% Add +9.1% 139,596 $7.6M
World Investment Advisors 0.15% Reduce -1.3% 139,005 $7.5M
Dorsey & Whitney Trust CO LLC 0.40% Reduce -1.9% 138,501 $7.5M
Symmetry Partners, LLC 0.81% Add +16.6% 138,124 $7.5M
Stonekeep Investments, LLC 4.74% Add +3.2% 137,955 $7.5M
Guardian Wealth Advisors, LLC 4.23% Add +2.0% 137,860 $7.5M
Forefront Analytics, LLC 7.14% Reduce -20.5% 136,722 $7.4M
Level Wealth Management LLC 3.89% Add +5.4% 136,374 $7.4M
Fairway Wealth LLC 2.07% Add +6.8% 136,350 $7.4M
Parkside Financial Bank & Trust 0.57% Add +2.5% 135,932 $7.4M
Ameraudi Asset Management, Inc. 4.45% Reduce -7.6% 135,692 $7.4M
Pinnacle Wealth Management Advisory Group, LLC 0.55% Reduce -0.1% 135,194 $7.3M
Invst, LLC 0.83% Add +1.6% 135,150 $7.3M
Seneca Financial Advisors LLC 2.38% Reduce -3.9% 134,768 $7.3M
Consolidated Portfolio Review Corp 0.92% Reduce -4.2% 134,728 $7.3M
Heritage Trust Co 0.77% Reduce -1.4% 133,748 $7.2M
Exchange Traded Concepts, LLC 0.07% Reduce -14.6% 133,383 $7.2M
Synovus Financial Corp. 0.08% Reduce -0.2% 133,200 $7.2M
Hillcrest Wealth Advisors - NY, LLC 3.23% Reduce -1.1% 132,641 $7.2M
Rodgers & Associates, LTD 0.74% Add +0.8% 132,603 $7.2M
Vanguard Personalized Indexing Management, LLC 0.07% Add +3.3% 132,291 $7.2M
Frank, Rimerman Advisors LLC 0.46% No change 132,156 $7.2M
Sunflower Bank, N.A. 1.73% Add +0.3% 131,645 $7.1M
Main Street Financial Solutions, LLC 0.46% Add +9.9% 131,644 $7.1M
Thrive Capital Management, LLC 1.83% Add +20.3% 131,104 $7.1M
Matrix Private Capital Group LLC 3.76% Add +7.5% 131,002 $7.1M
Abound Wealth Management 1.77% Reduce -0.5% 130,607 $7.1M
Rockbridge Investment Management, LCC 0.70% Reduce -2.8% 130,450 $7.1M
Evercore Wealth Management, LLC 0.10% Add +38.1% 130,389 $7.1M
Bricktown Capital, LLC 1.16% No change 130,003 $7.0M
North Star Asset Management Inc. 0.28% Reduce -0.8% 129,168 $7.0M
Michelson Medical Research Foundation, Inc. 6.01% No change 127,630 $6.9M
Motive Wealth Advisors 2.97% Add +1.9% 127,238 $6.9M
Rareview Capital LLC 4.20% Reduce -3.2% 139,173 $6.9M
Aspire Private Capital, LLC 1.51% Reduce -6.9% 126,621 $6.9M
Wedbush Securities Inc. 0.22% Add +14.5% 126,090 $6.8M
Smartleaf Asset Management LLC 0.42% Add +36.1% 126,479 $6.8M
Myecfo, LLC 3.10% Add +9.3% 125,738 $6.8M
Cedar Point Capital Partners, LLC 4.46% Add +0.7% 125,687 $6.8M
Brady Martz Wealth Solutions, LLC 1.23% Add +1.1% 125,325 $6.8M
Rede Wealth, LLC 5.29% New 124,438 $6.7M
Eagle Bay Advisors LLC 5.29% Add +0.6% 124,438 $6.7M
Gould Capital, LLC 4.17% Reduce -0.2% 124,217 $6.7M
Gladwyn Financial Advisors, Inc. 4.83% Add +1.6% 124,112 $6.7M
Arete Wealth Advisors, LLC 0.42% Add +2.4% 123,144 $6.7M
Dravo Bay LLC 2.94% Add +1.9% 122,900 $6.7M
Heritage Investors Management Corp. 0.20% Add +1.1% 122,861 $6.7M
WealthBridge Investment Counsel Inc. 2.03% Add +2.8% 121,800 $6.6M
Trust Co of the South 1.09% No change 121,727 $6.6M
Cherry Tree Wealth Management, LLC 1.44% Reduce -1.3% 121,362 $6.6M
Woodstock Corp. 0.57% Add +2.4% 120,447 $6.5M
Martel Wealth Advisors LLC 1.14% Reduce -5.2% 120,421 $6.5M
Retirement Wealth Solutions LLC 4.28% Reduce -1.9% 120,273 $6.5M
First Citizens Bank & Trust Co. 0.14% Reduce -5.5% 119,495 $6.5M
Birch Hill Investment Advisors LLC 0.27% Reduce -2.1% 119,469 $6.5M
Ascent Group, LLC 0.23% Reduce -28.6% 119,045 $6.4M
LBJ Family Wealth Advisors, Ltd. 3.50% Reduce -0.0% 118,537 $6.4M
AllSquare Wealth Management LLC 3.39% Reduce -0.9% 118,509 $6.4M
James J. Burns & Company, LLC 0.96% Add +6.0% 118,325 $6.4M
Parthenon LLC 0.71% Add +2.6% 118,218 $6.4M
Syon Capital LLC 0.34% Add +11.6% 117,242 $6.4M
Oliver Luxxe Assets LLC 1.00% Add +7.0% 117,166 $6.3M
HT Partners LLC 1.93% Add +0.5% 116,288 $6.3M
Duncan Williams Asset Management, LLC 1.77% Add +11.2% 116,240 $6.3M
S&co Inc. 0.39% Add +3.7% 116,108 $6.3M
Arkadios Wealth Advisors 0.15% Add +33.6% 115,972 $6.3M
Walkner Condon Financial Advisors LLC 0.99% Add +1.3% 115,138 $6.2M
Cedar Mountain Advisors, LLC 1.21% Add +2.7% 114,632 $6.2M
Legacies Wealth LLC 3.98% Add +2.2% 114,094 $6.2M
Hilltop National Bank 1.52% Reduce -2.0% 114,070 $6.2M
Stephenson & Company, Inc. 3.55% Add +1.5% 113,979 $6.2M
Texas Yale Capital Corp. 0.19% Add +5.8% 113,888 $6.2M
Kanawha Capital Management LLC 0.43% Reduce -0.6% 113,840 $6.2M
Summit Wealth Group, LLC 1.49% Add +0.7% 113,748 $6.2M
Sigma Planning Corp 0.18% Add +3.5% 113,739 $6.2M
Ritholtz Wealth Management 0.12% Reduce -1.9% 113,571 $6.2M
Ethos Financial Group, LLC 0.48% Reduce -0.6% 113,440 $6.1M
Winthrop Advisory Group LLC 0.54% Reduce -0.8% 113,242 $6.1M
Schwarz Dygos Wheeler Investment Advisors LLC 1.30% Add +0.3% 113,084 $6.1M
Legacy PCG, LLC 3.67% Reduce -0.4% 112,857 $6.1M
SkyOak Wealth, LLC 1.15% Reduce -3.1% 111,881 $6.1M
Jackson Hole Capital Partners, LLC 1.03% Reduce -4.7% 111,574 $6.0M
Earned Wealth Advisors, LLC 0.99% Add +27.7% 111,040 $6.0M
Aspiriant, LLC 0.18% Add +1.9% 110,935 $6.0M
Axiom Financial Strategies, LLC 2.57% Reduce -38.1% 110,245 $6.0M
Kearns & Associates LLC 3.17% Add +3.2% 110,090 $6.0M
Genesis Wealth Advisors, LLC 4.20% Add +1.4% 110,034 $6.0M
Financial Life Advisors 1.90% Add +77.6% 109,351 $5.9M
Breakwater Investment Management 2.17% Reduce -1.1% 108,391 $5.9M
HCR Wealth Advisors 0.61% Reduce -1.4% 107,249 $5.9M
Cornerstone Wealth Advisors, Inc. 1.42% Reduce -0.9% 107,988 $5.9M
1900 Wealth Management LLC 0.40% Add +2.9% 107,806 $5.8M
Lowe Brockenbrough & Co. Inc. 0.30% Reduce -0.2% 107,755 $5.8M
Brown Brothers Harriman & Co. 0.04% Add +0.3% 107,641 $5.8M
Trust Co. of Vermont 0.25% Add +5.0% 107,408 $5.8M
St Germain D J Co. Inc. 0.23% Add +0.9% 107,307 $5.8M
Andina Capital Management, LLC 3.27% Add +3.9% 106,873 $5.8M
1834 Investment Advisors Co. 0.71% Add +9.8% 106,581 $5.8M
CGN Advisors LLC 0.47% Add +0.1% 106,202 $5.8M
IFP Advisors, Inc 0.15% Add +12.6% 105,945 $5.7M
Peterson Wealth Advisors, LLC 0.85% Add +0.5% 104,017 $5.7M
Oakwell Private Wealth Management, LLC 1.14% Reduce -0.1% 104,843 $5.7M
Mirador Capital Partners LP 0.80% Reduce -0.7% 104,758 $5.7M
Financial Synergies Wealth Advisors, Inc. 0.57% Reduce -2.1% 104,738 $5.7M
Trevian Wealth Management LLC 3.03% Add +1.7% 104,121 $5.6M
VCI Wealth Management LLC 1.71% Add +8.6% 104,074 $5.6M
Thrive Wealth Management, LLC 0.85% Reduce -2.3% 103,649 $5.6M
Arrowroot Family Office, LLC 2.24% Add +10.0% 103,469 $5.6M
Hancock Whitney Corp. 0.10% Reduce -1.2% 103,184 $5.6M
GoalFusion Wealth Management, LLC 2.67% Reduce -1.0% 103,083 $5.6M
Foundations Investment Advisors, LLC 0.08% Reduce -25.2% 102,976 $5.6M
McNamara Financial Services, Inc. 1.04% Reduce -0.8% 102,843 $5.6M
Certus Wealth Management, LLC 3.33% Add +10.2% 102,798 $5.6M
Compass Wealth Management, LLC 2.47% Add +1.6% 102,785 $5.6M
One Degree Advisors Inc 1.70% Add +2.6% 102,362 $5.5M
SWS Partners 1.35% Add +8.9% 102,284 $5.5M
Titan Global Capital Management USA LLC 0.81% Add +0.9% 101,875 $5.5M
Tikvah Management LLC 1.65% No change 101,580 $5.5M
Retirement Guys Formula LLC 1.94% Reduce -6.3% 101,917 $5.5M
Parsons Capital Management Inc. 0.31% Reduce -5.9% 101,307 $5.5M
Haverford Trust Co 0.05% Reduce -10.7% 101,288 $5.5M
Roundview Capital LLC 0.35% Add +1.4% 101,028 $5.5M
BlackRock, Inc. 0.00% Add +168.7% 100,735 $5.5M
Triangle Securities Wealth Management 1.22% Reduce -1.2% 99,838 $5.4M
MCF Advisors LLC 0.33% Reduce -1.4% 99,729 $5.4M
Chilton Capital Management LLC 0.18% Add +3.2% 99,448 $5.4M
Trust Co 0.55% Reduce -2.4% 98,915 $5.4M
Alley Investment Management Company, LLC 0.62% Reduce -0.5% 98,507 $5.3M
Hemington Wealth Management 0.69% Reduce -1.0% 98,405 $5.3M
Harvest Investment Advisors, LLC 3.13% Reduce -0.4% 98,242 $5.3M
Opus Capital Group, LLC 0.60% Add +1.3% 97,997 $5.3M
Kickstand Ventures, Llc. 1.17% Reduce -4.0% 97,980 $5.3M
Headinvest, LLC 1.09% Reduce -1.4% 97,587 $5.3M
Tull Financial Group, Inc. 2.33% Add +1.8% 97,272 $5.3M
Great Valley Advisor Group, Inc. 0.11% Add +7.5% 97,109 $5.3M
Johnson Financial Group, Inc. 0.20% Reduce -9.8% 96,967 $5.3M
Davis R M Inc. 0.09% Reduce -4.2% 96,542 $5.2M
Forefront Wealth Partners, LLC 1.32% New 96,441 $5.2M
Richmond Investment Services, LLC 0.97% Reduce -4.7% 96,348 $5.2M
Pine Valley Investments Ltd Liability Co 0.27% Reduce -1.1% 96,276 $5.2M
Waters Parkerson & Co., LLC 0.25% Reduce -1.5% 96,101 $5.2M
Clearstead Advisors, LLC 0.08% Add +31.0% 96,027 $5.2M
Principia Wealth Advisory, LLC 3.71% Reduce -7.1% 95,982 $5.2M
Naples Global Advisors, LLC 0.40% Add +1.8% 95,780 $5.2M
HB Wealth Management, LLC 0.04% Add +10.3% 95,547 $5.2M
DDFG, Inc 1.19% Reduce -2.8% 95,193 $5.2M
Waldron Private Wealth LLC 0.21% Add +3.4% 95,171 $5.2M
Addis & Hill, Inc 3.13% Add +2.9% 94,243 $5.1M
Warner Financial, Inc. 1.92% Add +3.3% 94,667 $5.1M
REDW Wealth LLC 1.94% Reduce -0.9% 94,636 $5.1M
Axos Invest Inc. 3.81% Reduce -25.8% 93,811 $5.1M
BOK Financial Private Wealth, Inc. 0.32% Add +1.7% 93,767 $5.1M
Fiducient Advisors LLC 0.59% Add +3.4% 93,632 $5.1M
Orin Green Financial, LLC 2.02% Reduce -10.8% 93,356 $5.1M
Cahill Financial Advisors Inc. 0.57% Reduce -2.1% 93,219 $5.1M
Nwam LLC 0.27% Add +1.9% 91,811 $5.0M
Marathon Strategic Advisors, LLC 4.02% Add +0.6% 92,720 $5.0M
XY Planning Network, Inc. 1.71% No change 101,344 $5.0M
Hardy Reed LLC 0.37% Add +1.3% 92,083 $5.0M
Becker Capital Management Inc. 0.15% Add +3.7% 92,023 $5.0M
BHK Investment Advisors, LLC 1.86% Reduce -1.9% 91,791 $5.0M
Columbus Macro, LLC 0.56% Add +1.1% 91,608 $5.0M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -4.0% 91,303 $4.9M
Atlantic Edge Private Wealth Management, LLC 1.27% Add +0.4% 91,299 $4.9M
Blueprint Investment Partners LLC 0.69% Add +28.1% 90,923 $4.9M
Crewe Advisors LLC 0.47% Reduce -8.6% 90,865 $4.9M
Employees' Retirement Fund of the City of Fort Worth 2.30% New 90,800 $4.9M
Journey Beyond Wealth, LLC 4.04% Reduce -0.8% 90,694 $4.9M
McAdam, LLC 0.24% Add +0.0% 90,575 $4.9M
Ieq Capital, LLC 0.01% Add +49.5% 89,513 $4.8M
Strategic Financial Partners, Ltd. 2.21% Reduce -43.2% 89,229 $4.8M
Cooksen Wealth, LLC 3.61% Add +0.9% 89,225 $4.8M
Venture Visionary Partners LLC 0.17% Reduce -1.4% 89,070 $4.8M
Landmark Wealth Management, LLC 1.91% Reduce -2.7% 88,735 $4.8M
Lee Danner & Bass Inc. 0.35% Add +2.6% 88,660 $4.8M
Maltin Wealth Management, Inc. 1.99% Add +7.8% 88,332 $4.8M
FMA Wealth Management, LLC 3.27% Add +1.1% 87,968 $4.8M
Level Financial Advisors 1.34% Add +9.6% 87,761 $4.8M
Kitching Partners, LLC 4.49% Add +2.3% 87,707 $4.8M
1ST Source Bank 0.25% Reduce -0.3% 87,331 $4.7M
K2 Financial Inc. 3.80% Add +0.5% 87,566 $4.7M
Redwood Investment Management, LLC 0.51% Reduce -66.9% 87,178 $4.7M
BKM Wealth Management, LLC 1.74% Reduce -1.9% 87,079 $4.7M
TD Private Client Wealth LLC 0.11% Add +1.7% 87,022 $4.7M
Ensign Peak Advisors, Inc 0.01% No change 86,918 $4.7M
Woodmont Investment Counsel LLC 0.31% Reduce -6.0% 86,865 $4.7M
VERITY Wealth Advisors 2.95% No change 86,117 $4.7M
Quantum Portfolio Management LLC 1.37% Add +57.3% 84,935 $4.6M
Glenview Trust Co 0.07% Reduce -19.0% 84,762 $4.6M
Berkshire Asset Management LLC 0.19% Add +16.0% 84,637 $4.6M
AE Wealth Management LLC 0.03% Add +6.1% 83,548 $4.5M
Independent Financial Group, LLC 0.11% Add +194.3% 83,474 $4.5M
Phoenix Financial Ltd. 0.05% Add +24.4% 82,785 $4.5M
Bank of New Hampshire 1.03% Add +0.6% 82,680 $4.5M
Heartwood Wealth Advisors LLC 0.42% Add +5.1% 82,636 $4.5M
Accelerate Investment Advisors LLC 3.04% Add +8.5% 82,606 $4.5M
Kagan Cocozza Asset Management 3.38% Reduce -4.8% 82,512 $4.5M
Brighton Jones LLC 0.11% Reduce -3.0% 82,251 $4.5M
Trust Point Inc. 0.36% Add +13.7% 82,046 $4.4M
Gutierrez Wealth Advisory, LLC 2.84% Add +0.3% 81,987 $4.4M
Private Wealth Advisors, LLC 1.67% Reduce -1.5% 81,909 $4.4M
Fifth Third Securities, Inc. 0.30% Add +1.4% 81,883 $4.4M
SWP Financial LLC 2.25% Add +21.0% 81,363 $4.4M
Fourpath Capital Management, LLC 0.63% Add +0.1% 81,165 $4.4M
Signal Tree Financial Partners LLC 3.48% Reduce -5.7% 80,543 $4.4M
Fortitude Family Office, LLC 1.19% Add +0.1% 80,867 $4.4M
Drucker Wealth 3.0, LLC 0.78% Reduce -32.2% 80,418 $4.4M
First Western Trust Bank 0.20% Add +3.0% 80,316 $4.4M
TPG Financial Advisors, LLC 1.61% Add +12.3% 80,033 $4.3M
Plan Group Financial, LLC 1.16% Add +98.1% 79,507 $4.3M
YANKCOM Partnership 1.94% Add +4.4% 79,386 $4.3M
Defined Wealth Management, LLC 2.50% Reduce -0.9% 79,370 $4.3M
SVB Wealth LLC 0.23% Reduce -8.6% 79,311 $4.3M
Lutz Financial Services LLC 0.31% Reduce -1.6% 78,781 $4.3M
Gordian Advisors LLC 2.86% Add +0.5% 78,483 $4.3M
Financial Strategies Group, Inc. 0.81% Reduce -2.9% 76,819 $4.2M
Pachira Investments Inc. 2.38% Add +18.6% 78,015 $4.2M
Retirement Planning Group, LLC 0.15% Reduce -0.4% 77,196 $4.2M
Sound Financial Strategies Group, LLC 3.05% Add +948.7% 77,081 $4.2M
DBK Financial Counsel, LLC 3.49% Reduce -0.2% 76,627 $4.2M
Compton Wealth Advisory Group, LLC 0.96% No change 76,537 $4.1M
Security Financial Services, INC. 0.67% Reduce -0.5% 75,927 $4.1M
Wealth Advisory Solutions, LLC 1.00% Add +0.3% 75,885 $4.1M
Wealth Management Strategies, Inc. 2.02% Reduce -56.7% 75,206 $4.1M
WBH Advisory Inc. 0.31% Reduce -0.1% 75,047 $4.1M
Aerodigm Wealth, LLC 1.71% Reduce -2.8% 74,369 $4.1M
Values Added Financial LLC 1.80% Reduce -5.9% 74,791 $4.1M
First Heartland Consultants, Inc. 0.33% Add +3.2% 74,665 $4.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +8.1% 74,083 $4.0M
Summit Financial Strategies, Inc. 0.34% Reduce -1.7% 73,477 $4.0M
Bryn Mawr Trust Advisors, LLC 0.20% Add +21.6% 73,384 $4.0M
Rinkey Investments 1.05% Reduce -0.1% 73,320 $4.0M
Burney Co./ 0.13% Reduce -1.9% 72,519 $3.9M
Howland Capital Management LLC 0.15% Reduce -5.0% 72,333 $3.9M
Van Strum & Towne Inc. 1.15% Reduce -1.2% 72,170 $3.9M
CWA Asset Management Group, LLC 0.14% Add +11.7% 72,104 $3.9M
Newport Capital Group, LLC 2.45% Add +1.1% 72,081 $3.9M
Family CFO Inc 1.80% Add +0.0% 71,997 $3.9M
CFO4Life Group, LLC 0.57% Add +1.6% 71,934 $3.9M
Cutler Investment Counsel LLC 0.41% Reduce -1.9% 71,842 $3.9M
Auour Investments LLC 1.27% Add +14.2% 71,757 $3.9M
E&G Advisors, LLC 0.90% Add +14.2% 71,657 $3.9M
NorthCrest Asset Manangement, LLC 0.09% Add +6.5% 70,718 $3.9M
Atlatl Advisers LLC 1.53% Add +6.2% 71,020 $3.8M
Elevated Capital Advisors, LLC 0.96% Add +3.2% 70,901 $3.8M
Campion Asset Management 2.72% Add +3.1% 70,713 $3.8M
Hilltop Wealth Advisors, LLC 1.99% Add +1.8% 70,411 $3.8M
Aspen Grove Capital, LLC 0.64% Add +0.6% 70,074 $3.8M
NerdWallet Wealth Partners, LLC 1.86% — 70,071 $3.8M
Agf Management Ltd. 0.02% Add +8.3% 69,745 $3.8M
Louisbourg Investments Inc. 0.82% Add +10.8% 69,608 $3.8M
TFO Wealth Partners, LLC 0.61% Add +1.6% 69,583 $3.8M
LM Advisors LLC 0.54% Reduce -0.7% 69,383 $3.8M
Ascent Capital Management, LLC 3.00% Add +18.9% 69,254 $3.8M
Lanark Financial, Inc. 0.29% Add +6.3% 69,058 $3.7M
Astoria Strategic Wealth, Inc. 0.94% Reduce -0.1% 68,370 $3.7M
LMCG Investments, LLC 0.22% Add +0.8% 68,211 $3.7M
Loomis Sayles & Co. L P 0.00% New 67,843 $3.7M
Bridgewealth Advisory Group, LLC 0.85% Add +5.0% 67,782 $3.7M
Werba Rubin Papier Wealth Management 0.59% Add +0.3% 67,563 $3.7M
AlTi Global, Inc. 0.09% Add +9.2% 67,531 $3.7M
Fidelis Capital Partners, LLC 0.29% Reduce -0.4% 67,490 $3.7M
Granite Harbor Advisors, Inc. 1.53% Reduce -18.6% 67,287 $3.6M
Congress Asset Management Co. 0.02% Reduce -2.2% 67,259 $3.6M
Capital Group Private Client Services, Inc. 0.06% Add +9.2% 67,181 $3.6M
Seven Post Investment Office LP 1.31% Add +4.3% 67,097 $3.6M
Victory Financial Group, LLC 0.50% Reduce -24.0% 66,724 $3.6M
Grey Fox Wealth Advisors, LLC 0.74% Add +3.2% 66,695 $3.6M
American Investment Services, Inc. 0.86% Reduce -8.3% 66,375 $3.6M
SOL Capital Management CO 0.32% Reduce -0.0% 66,188 $3.6M
GC Wealth Management RIA, LLC 0.12% Add +94.2% 65,925 $3.6M
Truepoint, Inc. 0.08% Add +1.2% 65,438 $3.5M
Moody LYNN Lieberson & Walker, LLC 0.19% Add +870.5% 65,370 $3.5M
Tred Avon Family Wealth, LLC 1.22% — 65,137 $3.5M
Sageworth Trust Co 0.16% Add +13.9% 65,087 $3.5M
Avidian Wealth Enterprises, LLC 0.13% Reduce -30.2% 65,059 $3.5M
Fire Capital Management LLC 2.02% Add +3.2% 64,979 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -1.5% 64,940 $3.5M
American Alpha Advisors, LLC 2.53% Reduce -0.2% 64,584 $3.5M
HM Payson & Co. 0.05% Add +8.8% 64,476 $3.5M
VSM Wealth Advisory, LLC 1.08% Add +0.8% 64,279 $3.5M
Cadence Wealth Management LLC 1.82% Add +1.8% 64,076 $3.5M
Linscomb Wealth, Inc. 0.15% Reduce -3.3% 64,019 $3.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +1.3% 64,229 $3.5M
Hexagon Capital Partners LLC 0.69% Add +9.7% 63,953 $3.5M
Blueprint Financial Advisors LLC 0.74% Add +18.5% 63,369 $3.4M
Rockland Trust Co. 0.14% Add +152.8% 63,290 $3.4M
Flywheel Private Wealth LLC 2.67% Add +47.9% 63,147 $3.4M
Salomon & Ludwin, LLC 0.31% Reduce -1.4% 62,126 $3.4M
Hohimer Wealth Management, LLC 0.48% Reduce -0.8% 62,587 $3.4M
Titleist Asset Management, LLC 0.30% Add +28.1% 62,419 $3.4M
Creekside Partners 1.49% Add +1.1% 62,357 $3.4M
Ironwood Investment Management LLC 1.47% Add +2.8% 62,215 $3.4M
Integrated Capital Management, LLC 1.48% Reduce -6.3% 60,514 $3.4M
Disciplined Investments, LLC 1.34% Reduce -1.6% 62,105 $3.4M
Old Mission Capital LLC 0.12% New 62,099 $3.4M
Tandem Financial, LLC 1.24% New 61,536 $3.3M
Coastline Trust Co 0.36% Add +24.7% 61,531 $3.3M
Sensible Financial Planning & Management, LLC. 0.60% Add +0.8% 61,463 $3.3M
Balboa Wealth Partners 0.57% Add +37.9% 61,355 $3.3M
Avion Wealth 0.71% Reduce -7.5% 61,357 $3.3M
Diversified Trust Co. 0.07% Reduce -40.0% 61,049 $3.3M
Joel Isaacson & Co., LLC 0.12% Add +0.4% 60,748 $3.3M
Kingsview Wealth Management, LLC 0.05% Reduce -1.2% 60,686 $3.3M
Cary Street Partners Financial LLC 0.08% Add +4.9% 60,248 $3.3M
Schaper Benz & Wise Investment Counsel Inc. 0.24% Add +2.1% 60,237 $3.3M
Root Financial Partners, LLC 0.20% Add +17.7% 60,124 $3.3M
Ti-Trust, Inc. 2.05% Add +0.7% 59,991 $3.3M
Apollon Wealth Management, LLC 0.06% Reduce -1.3% 59,945 $3.2M
D'Orazio & Associates, Inc. 0.43% Reduce -11.9% 59,847 $3.2M
First Bancorp, Inc 1.73% Reduce -8.1% 59,836 $3.2M
American Financial Advisors, LLC 0.42% Reduce -5.8% 59,827 $3.2M
PFC Capital Group, Inc. 1.36% Add +26.5% 59,811 $3.2M
Aureus Asset Management, LLC 0.21% Add +0.3% 59,720 $3.2M
BlackDiamond Wealth Management, LLC 1.76% Add +13.1% 59,561 $3.2M
Johnson Bixby & Associates, LLC 0.41% Add +1.3% 59,350 $3.2M
Fort Sheridan Advisors LLC 0.42% Reduce -1.2% 59,266 $3.2M
Manchester Capital Management LLC 0.44% Reduce -33.9% 59,213 $3.2M
Canandaigua National Bank & Trust Co. 0.28% Reduce -2.9% 59,162 $3.2M
Angeles Investment Advisors, LLC 0.21% Add +135.6% 59,115 $3.2M
Dynasty Wealth Management, LLC 0.04% Reduce -70.9% 59,006 $3.2M
Randall & Associates Wealth Management 2.32% Reduce -2.4% 58,994 $3.2M
Hikari Power Ltd 0.26% No change 58,810 $3.2M
Silver Oak Securities, Incorporated 0.24% Add +6.8% 58,724 $3.2M
Mitchell McLeod Pugh & Williams Inc. 0.51% Add +15.5% 57,125 $3.2M
Institute for Wealth Management, LLC. 0.33% Reduce -0.7% 58,489 $3.2M
Brightwater Advisory LLC 2.17% Reduce -1.4% 58,394 $3.2M
Connecticut Wealth Management, LLC 0.14% Reduce -0.1% 58,393 $3.2M
Brickley Wealth Management 0.55% Add +0.1% 58,371 $3.2M
Argent Trust Co 0.11% Reduce -7.1% 58,368 $3.2M
PFG Private Wealth Management, LLC 1.41% New 58,214 $3.2M
Integrity Wealth Solutions LLC 1.41% Add +0.4% 58,214 $3.2M
Prentice Wealth Management LLC 0.78% Add +0.1% 58,167 $3.2M
Running Point Capital Advisors, LLC 0.84% Reduce -0.2% 57,860 $3.1M
First National Bank of Omaha 0.20% Reduce -0.9% 57,716 $3.1M
Burke & Herbert Bank & Trust Co. 0.67% Reduce -0.3% 57,196 $3.1M
New England Private Wealth Advisors LLC 0.41% Add +0.3% 56,861 $3.1M
Upper Left Wealth Management, LLC 1.92% Add +1.6% 56,573 $3.1M
Manuka Financial, LLC 1.90% Reduce -2.1% 56,466 $3.1M
Tudor Investment Corporation 0.02% Reduce -38.5% 56,421 $3.1M
Gemmer Asset Management LLC 0.25% Add +4.1% 56,150 $3.0M
NavPoint Financial, Inc. 1.59% Add +0.9% 56,035 $3.0M
Centaurus Financial, Inc. 0.14% Add +7.2% 55,827 $3.0M
Northland Capital Management LLC 1.77% Add +0.6% 55,801 $3.0M
PAX Financial Group, LLC 0.54% Reduce -1.1% 55,712 $3.0M
Pinnacle Bancorp, Inc. 0.89% Reduce -6.5% 55,677 $3.0M
Vista Investment Management 1.05% Add +0.5% 55,456 $3.0M
FSB Premier Wealth Management, Inc. 0.99% Reduce -0.4% 55,336 $3.0M
Garden State Investment Advisory Services LLC 0.76% Add +5.6% 55,291 $3.0M
My Personal CFO, LLC 1.16% Add +139.8% 55,198 $3.0M
Foundation Wealth Management, LLC\PA 1.16% Reduce -0.5% 55,198 $3.0M
Stone Summit Wealth LLC 0.85% Reduce -5.1% 55,134 $3.0M
Brand Asset Management Group, Inc. 0.83% Add +46.2% 54,711 $3.0M
Centennial Bank 1.16% Add +3.3% 54,419 $2.9M
Monarch Capital Management Inc. 0.72% Reduce -1.5% 54,339 $2.9M
Norris Perne & French LLP 0.20% Add +2.1% 54,252 $2.9M
Welch & Forbes LLC 0.04% Reduce -0.1% 54,135 $2.9M
Stratos Wealth Advisors, LLC 0.14% Add +39.6% 53,927 $2.9M
Prospera Financial Services Inc 0.05% Add +9.4% 53,879 $2.9M
Avestar Capital, LLC 0.21% Reduce -11.6% 53,553 $2.9M
Asset Allocation Strategies LLC 0.57% Reduce -19.9% 52,964 $2.9M
Financial Counselors Inc. 3.78% Add +1.4% 52,422 $2.8M
Financial Guidance Group, Inc. 1.27% Add +5.4% 52,340 $2.8M
LMG Wealth Partners, LLC 0.53% Reduce -1.4% 52,233 $2.8M
Main Management LLC 0.21% No change 51,904 $2.8M
Maripau Wealth Management LLC 1.41% Add +4.1% 51,705 $2.8M
Evanson Asset Management, LLC 0.16% Add +3.4% 51,459 $2.8M
Falcon Wealth Planning 0.25% Reduce -0.3% 51,109 $2.8M
Life Planning Partners, Inc 2.02% Reduce -0.6% 51,014 $2.8M
Rock Creek Group LLC 0.29% Add +4.6% 50,911 $2.8M
Carter Financial Group, INC. 1.66% Add +5.5% 50,686 $2.7M
Red Wave Investments LLC 0.84% Reduce -6.6% 50,348 $2.7M
Brown Miller Wealth Management, LLC 0.77% Add +1.1% 50,322 $2.7M
Single Point Partners, LLC 0.55% Reduce -3.1% 50,138 $2.7M
BigSur Wealth Management LLC 0.66% Reduce -7.9% 50,100 $2.7M
Cornerstone Wealth Management, LLC 0.15% Add +9.0% 49,806 $2.7M
Quadrature Capital Ltd 0.03% New 49,590 $2.7M
Csenge Advisory Group 0.13% Reduce -0.3% 49,587 $2.7M
Annis Gardner Whiting Capital Advisors, LLC 0.55% Add +2.5% 49,586 $2.7M
Burling Wealth Partners, LLC 0.44% Reduce -1.0% 49,409 $2.7M
Warwick Investment Management, Inc. 0.46% Add +74.6% 49,405 $2.7M
MorganRosel Wealth Management, LLC 0.69% Add +14.3% 48,845 $2.6M
Renasant Bank 1.68% Reduce -0.0% 48,805 $2.6M
Columbia River Financial Group, LLC 1.63% Reduce -6.8% 47,782 $2.6M
Daymark Wealth Partners, LLC 0.09% Add +2.3% 48,584 $2.6M
Waterfront Wealth Inc. 0.54% Reduce -1.9% 48,034 $2.6M
Rothschild Wealth LLC 0.57% Add +10.2% 48,287 $2.6M
One Day In July LLC 0.22% Reduce -40.7% 48,157 $2.6M
Siligmueller & Norvid Wealth Advisors LLC 1.17% New 47,984 $2.6M
Murphy, Middleton, Hinkle & Parker, Inc. 1.27% Reduce -2.6% 47,881 $2.6M
Hardin Capital Partners, LLC 1.39% Add +2.3% 47,740 $2.6M
Allegiance Financial Group Advisory Services LLC 0.59% Reduce -6.9% 47,509 $2.6M
BSW Wealth Partners 0.32% Reduce -1.6% 47,258 $2.6M
Ballast, Inc. 0.62% Reduce -0.7% 47,100 $2.6M
Nordwand Advisors, LLC 0.40% Reduce -3.2% 47,100 $2.6M
Powell Investment Advisors, LLC 0.89% Reduce -1.3% 47,081 $2.6M
Opes Wealth Management LLC 0.45% Reduce -0.7% 47,061 $2.5M
MBL Wealth, LLC 0.22% Reduce -1.9% 47,008 $2.5M
Fiduciary Wealth Partners, LLC 1.07% Add +173.3% 46,913 $2.5M
Krilogy Financial LLC 0.10% Add +50.5% 46,269 $2.5M
Belpointe Asset Management LLC 0.10% Add +0.9% 46,783 $2.5M
Summit Wealth Partners, LLC 0.46% Reduce -2.9% 46,635 $2.5M
Asset Dedication, LLC 0.17% Add +11.4% 46,599 $2.5M
Blue Trust, Inc. 0.03% Add +26.4% 46,443 $2.5M
LifePlan Investment Advisors, Inc. 1.05% Add +13.0% 46,420 $2.5M
Empowered Funds, LLC 0.03% Reduce -96.7% 46,261 $2.5M
Fiera Capital Corp 0.01% Reduce -46.3% 45,860 $2.5M
HBK Sorce Advisory LLC 0.06% Add +11.5% 45,619 $2.5M
Francis Financial, Inc. 0.44% Add +0.7% 45,658 $2.5M
Eclectic Associates Inc. 0.45% Reduce -6.6% 45,617 $2.5M
Delta Financial Advisors LLC 0.70% Reduce -4.5% 45,480 $2.5M
Elmwood Wealth Management, Inc. 0.87% Add +7.4% 45,252 $2.5M
Cyndeo Wealth Partners, LLC 0.14% Reduce -1.0% 45,226 $2.5M
Cassaday & Co Wealth Management LLC 0.06% Add +4.2% 45,210 $2.4M
Meridian Wealth Management, LLC 0.09% Add +2.2% 45,551 $2.4M
Private Trust Co. NA 0.22% Reduce -10.5% 45,161 $2.4M
Verum Partners LLC 0.52% Add +3.2% 44,743 $2.4M
A&I Financial Services, LLC 1.18% Add +0.9% 44,438 $2.4M
Monument Group Wealth Advisors, LLC 1.42% Add +6.8% 44,600 $2.4M
Greykasell Wealth Strategies, Inc. 1.01% Add +3.0% 44,470 $2.4M
Rialto Wealth Management, LLC 0.62% Reduce -9.9% 44,319 $2.4M
Asset Allocation & Management Company, LLC 1.02% No change 44,203 $2.4M
Sound Stewardship, LLC 1.15% Add +2.7% 44,172 $2.4M
Stokes Family Office, LLC 0.23% Reduce -1.7% 44,154 $2.4M
Synergy Asset Management, LLC 0.09% Add +208.7% 46,407 $2.4M
Sagace Wealth Management LLC 1.61% Add +0.4% 43,744 $2.4M
Private Wealth Asset Management, LLC 0.28% Reduce -0.4% 43,666 $2.4M
Rooted Wealth Advisors, Inc. 0.72% Add +5.2% 43,038 $2.4M
Financial Advisory Corp 0.35% Add +1.3% 43,510 $2.4M
TBH Global Asset Management, LLC 0.46% Reduce -69.7% 43,508 $2.4M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.3M
Greenleaf Trust 0.02% Reduce -3.2% 43,286 $2.3M
Topel & Distasi Wealth Management, LLC 1.15% Add +5.9% 42,939 $2.3M
Gill Capital Partners, LLC 0.71% Add +9.3% 42,648 $2.3M
Baron Silver Stevens Financial Advisors, LLC 0.34% Add +0.9% 42,590 $2.3M
Chesley Taft & Associates LLC 0.10% Add +18.1% 42,567 $2.3M
First Horizon Corp. 0.11% — 42,302 $2.3M
Golden Road Advisors LLC 1.32% Add +2.9% 42,195 $2.3M
Aries Wealth Management 0.54% Add +7.3% 41,993 $2.3M
Innova Wealth Partners 1.23% Reduce -13.5% 41,975 $2.3M
Intrua Financial, LLC 0.26% Reduce -9.5% 41,763 $2.3M
Bfsg, LLC 0.22% Reduce -4.1% 41,752 $2.3M
Great Point Wealth Advisors, LLC 0.42% — 41,425 $2.2M
WESCAP Management Group, Inc. 0.47% Add +0.2% 41,285 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -3.1% 41,212 $2.2M
OLIO Financial Planning 0.65% Reduce -0.8% 41,185 $2.2M
Matrix Asset Advisors Inc. 0.21% Add +1.1% 40,942 $2.2M
Barings LLC 0.04% No change 40,756 $2.2M
Global Strategic Investment Solutions, LLC 0.22% Reduce -0.8% 40,750 $2.2M
Family Wealth Partners, LLC 0.82% Add +1.4% 40,444 $2.2M
Chicago Partners Investment Group LLC 0.06% Add +3.3% 39,243 $2.2M
Motley Fool Wealth Management, LLC 0.15% Reduce -4.2% 40,220 $2.2M
Koshinski Asset Management, Inc. 0.15% Reduce -4.5% 39,847 $2.2M
City Holding Co. 0.27% Add +9.5% 39,822 $2.2M
Riverpoint Wealth Management Holdings, LLC 0.47% Reduce -2.5% 39,817 $2.2M
Foster & Motley Inc. 0.12% Add +6.3% 39,821 $2.2M
Westside Investment Management, Inc. 0.34% Add +1.5% 39,763 $2.2M
Capital Analysts, LLC 0.06% Add +38.2% 39,767 $2.2M
Dakota Wealth Management 0.04% Add +0.2% 39,561 $2.1M
Community Bank, N.A. 0.26% Reduce -0.9% 39,530 $2.1M
West Financial Advisors, LLC 0.35% Reduce -0.5% 39,520 $2.1M
Innealta Capital, LLC 1.06% Add +32.8% 39,319 $2.1M
Ausdal Financial Partners, Inc. 0.10% Add +54.6% 39,223 $2.1M
VAUGHAN & Co SECURITIES, INC. 1.13% No change 39,203 $2.1M
CIBC Asset Management Inc 0.01% Reduce -0.1% 39,179 $2.1M
Northwest Wealth Management, LLC 0.35% Reduce -4.2% 39,130 $2.1M
Covestor Ltd 1.16% Add +5.7% 38,963 $2.1M
United Community Bank 0.65% Reduce -2.8% 38,950 $2.1M
Berger Financial Group, Inc 0.13% Reduce -8.1% 38,917 $2.1M
Aegis Wealth Management LLC 1.13% Reduce -41.7% 38,874 $2.1M
Compass Ion Advisors, LLC 0.20% Reduce -3.0% 38,721 $2.1M
JDM Financial Group LLC 0.88% Reduce -5.0% 38,667 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -8.1% 38,653 $2.1M
Argyle Capital Partners, LLC 1.49% Reduce -5.6% 38,450 $2.1M
One Capital Management, LLC 0.07% Add +9.0% 38,445 $2.1M
Cascade Financial Partners, LLC 0.24% Reduce -1.4% 38,282 $2.1M
United Advisor Group, LLC 0.28% Reduce -4.9% 38,207 $2.1M
Scharf Investments, LLC 0.05% New 38,131 $2.1M
Atlas Legacy Advisors, LLC 0.40% Reduce -0.4% 38,052 $2.1M
Aire Advisors, LLC 0.37% Add +0.1% 37,861 $2.1M
Altura Wealth Advisors Inc. 0.98% Add +56.7% 37,823 $2.0M
Greenwich Wealth Management LLC 0.10% Reduce -0.2% 37,799 $2.0M
VPR Management LLC 0.93% No change 37,700 $2.0M
Legacy Edge Advisors, LLC 0.24% Reduce -5.0% 37,625 $2.0M
Crescent Grove Advisors, LLC 0.19% Reduce -0.5% 37,510 $2.0M
Navalign, LLC 0.54% Add +2.5% 37,489 $2.0M
South Plains Financial, Inc. 1.27% Reduce -0.9% 37,472 $2.0M
North Star Investment Management Corp. 0.13% Add +4.6% 37,442 $2.0M
KMG Fiduciary Partners, LLC 0.14% Add +0.0% 37,376 $2.0M
City State Bank 0.58% Reduce -1.2% 37,261 $2.0M
Market Street Wealth Management Advisors LLC 0.32% Reduce -1.8% 37,232 $2.0M
General Partner, Inc. 1.10% No change 36,998 $2.0M
Sachem Hill LLC 0.40% Reduce -2.4% 36,869 $2.0M
Shufro Rose & Co. LLC 0.16% Reduce -0.9% 43,917 $2.0M
Resolute Advisors LLC 0.51% Add +0.3% 36,655 $2.0M
RS Crum Inc. 0.44% No change 36,426 $2.0M
Roth Financial Partners LLC 0.66% Add +1.0% 36,403 $2.0M
Southland Equity Partners LLC 0.40% Add +5.0% 36,386 $2.0M
Certior Financial Group, LLC 1.34% Add +6.1% 36,358 $2.0M
GAMCO Investors 0.02% Reduce -1.0% 36,347 $2.0M
Frederick Financial Consultants, LLC 1.10% Reduce -0.8% 36,342 $2.0M
Red Lighthouse Investment Management, LLC 0.69% No change 36,195 $2.0M
Archford Capital Strategies, LLC 0.23% Reduce -4.4% 36,128 $2.0M
Armbruster Capital Management, Inc. 0.33% Add +0.3% 35,865 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +0.8% 35,857 $1.9M
Financial Enhancement Group LLC 0.26% Reduce -2.9% 35,294 $1.9M
Quadrant Capital Group LLC 0.06% Reduce -1.0% 35,582 $1.9M
Wells Trecaso Financial Group, LLC 0.92% Reduce -42.1% 35,531 $1.9M
First Citizens Financial Corp 0.95% Reduce -2.4% 35,478 $1.9M
Red Tortoise LLC 0.84% Add +0.3% 35,452 $1.9M
Avant Financial Advisors LLC 1.44% Reduce -2.0% 35,259 $1.9M
Angeles Wealth Management, LLC 0.12% Add +42.9% 35,125 $1.9M
Clal Insurance Enterprises Holdings Ltd 0.01% New 35,000 $1.9M
Davidson Trust Co. 0.78% Add +5.6% 34,943 $1.9M
Coyle Financial Counsel LLC 0.44% Add +6.6% 34,894 $1.9M
Global Financial Private Client, LLC 0.67% Add +3.7% 34,760 $1.9M
FFT Wealth Management LLC 0.35% Reduce -0.1% 34,733 $1.9M
Holistic Financial Partners 0.76% Reduce -2.6% 34,401 $1.9M
Arbor Trust Wealth Advisors, LLC 0.84% Add +6.5% 34,235 $1.9M
Bakala Capital LLC 9.97% Add +0.5% 34,091 $1.8M
Nabity-Jensen Investment Management Inc 1.28% Reduce -0.2% 34,051 $1.8M
GreatBanc Trust CO 1.26% — 34,019 $1.8M
Wilson & Boucher Capital Management, LLC 1.21% Reduce -1.2% 33,976 $1.8M
Nova R Wealth, Inc. 0.78% Add +3.2% 33,954 $1.8M
Pathway Financial Advisors LLC 0.25% Add +4.5% 33,930 $1.8M
Eastern Bank 0.03% Add +1.7% 33,928 $1.8M
First Trust Advisors LP 0.00% Reduce -1.6% 33,839 $1.8M
White Lighthouse Investment Management Inc. 0.28% Reduce -4.8% 33,687 $1.8M
Compass Advisory Group LLC 0.51% Add +4.7% 33,682 $1.8M
Afg Fiduciary Services Limited Partnership 1.05% Reduce -0.3% 33,256 $1.8M
Pure Portfolios Holdings LLC 0.57% Add +0.7% 33,458 $1.8M
Infinity Wealth Counsel, LLC 1.76% Add +0.9% 33,439 $1.8M
Journey Strategic Wealth LLC 0.05% Reduce -5.1% 33,398 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +4.6% 33,341 $1.8M
C2C Wealth Management, LLC 1.55% Reduce -0.2% 33,324 $1.8M
Silverlake Wealth Management LLC 0.44% Add +163.5% 33,214 $1.8M
Sowell Financial Services LLC 0.07% Add +8.0% 33,202 $1.8M
May Hill Capital, LLC 0.52% Reduce -12.1% 32,974 $1.8M
Liberty Capital Management, Inc. 0.34% Reduce -5.3% 32,867 $1.8M
Marshall Financial Group, LLC 0.35% Reduce -3.2% 32,722 $1.8M
Allie Family Office LLC 0.84% Reduce -37.9% 32,600 $1.8M
Comprehensive Money Management Services LLC 1.24% Reduce -1.6% 32,436 $1.8M
Gilman Hill Asset Management, LLC 0.28% Reduce -15.8% 32,426 $1.8M
Sterling Investment Management, LLC 1.05% Reduce -1.7% 32,398 $1.8M
Maia Wealth LLC 0.29% Add +8.2% 31,560 $1.7M
Fiduciary Advisors, Inc. 1.41% Reduce -7.4% 32,189 $1.7M
Hansen & Associates Financial Group, Inc. 0.73% New 31,418 $1.7M
Cypress Wealth Services, LLC 0.28% Reduce -0.8% 32,016 $1.7M
AMG National Trust Bank 0.04% Add +0.9% 31,836 $1.7M
Clarius Group, LLC 0.10% Reduce -2.8% 31,811 $1.7M
LifeGuide Financial Advisors, LLC 0.63% Add +0.0% 34,628 $1.7M
Cobblestone Capital Advisors LLC 0.08% Add +0.6% 31,734 $1.7M
Hughes Financial Services, LLC 0.27% Reduce -1.5% 30,957 $1.7M
Phillips Financial Management, LLC 0.11% Add +22.4% 31,575 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -93.6% 31,517 $1.7M
Noble Family Wealth, LLC 0.38% Add +12.6% 31,498 $1.7M
Bahl & Gaynor LLC 0.01% Reduce -2.1% 31,455 $1.7M
Cushing Capital Partners, LLC 1.33% Reduce -4.2% 31,337 $1.7M
N.E.W. Advisory Services LLC 0.15% Add +2.6% 31,200 $1.7M
Novak & Powell Financial Services, Inc. 0.89% Add +49.0% 31,184 $1.7M
Gridiron Partners, LLC 0.96% Add +66.5% 51,906 $1.7M
StoneX Group Inc. 0.07% Reduce -10.3% 31,141 $1.7M
Financial Insights, Inc. 0.56% Add +15.8% 31,120 $1.7M
GAM Holding AG 0.10% No change 31,000 $1.7M
Princeton Global Asset Management LLC 0.28% Add +0.8% 30,934 $1.7M
Hilltop Holdings Inc. 0.09% Add +4.0% 30,929 $1.7M
Braun-Bostich & Associates Inc. 1.04% Reduce -2.7% 30,613 $1.7M
Whipplewood Advisors, LLC 1.09% Reduce -18.7% 30,609 $1.7M
Independent Advisor Alliance 0.04% Add +1.2% 30,574 $1.7M
Avity Investment Management Inc. 0.12% New 30,446 $1.6M
Cornerstone Financial Group, LLC 1.27% Add +5.9% 30,369 $1.6M
Orcam Financial Group 1.33% Add +3.6% 30,336 $1.6M
Viewpoint Investment Partners Corp. 0.89% No change 33,030 $1.6M
Trust Co. of Toledo NA 0.16% Add +2.7% 30,090 $1.6M
Mechanics Financial Corp 0.62% No change 30,073 $1.6M
Fiduciary Financial Group, LLC 0.26% Add +2.3% 29,896 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +37.5% 29,857 $1.6M
Rosenberg Matthew Hamilton 0.35% Reduce -0.1% 29,741 $1.6M
Evergreen Capital Management LLC 0.04% Add +1.0% 29,697 $1.6M
Fca Corp. 0.45% Add +1.2% 29,693 $1.6M
Wellington Management Group LLP 0.00% Add +28.8% 29,629 $1.6M
Synergy Financial Group, LTD 1.08% Add +1.2% 29,558 $1.6M
Revisor Wealth Management LLC 0.55% Reduce -12.8% 29,365 $1.6M
Flagship Harbor Advisors, LLC 0.07% Reduce -35.2% 29,499 $1.6M
Windsor Capital Management, LLC 0.44% Reduce -2.5% 29,427 $1.6M
Granite Investment Partners, LLC 0.09% No change 29,336 $1.6M
Sharp Wealth Advisory, LLC 0.86% Add +10.0% 29,326 $1.6M
Apexium Financial, LP 0.08% Add +1.9% 29,294 $1.6M
Kendall Capital Management 0.36% Add +1.1% 29,090 $1.6M
Topsail Wealth Management, LLC 0.27% Reduce -2.0% 28,976 $1.6M
Hassell Wealth Management, LLC 0.54% Add +1.9% 28,883 $1.6M
Continuum Advisory, LLC 0.17% Reduce -1.8% 28,873 $1.6M
Catalyst Financial Partners LLC 0.19% Add +0.5% 28,848 $1.6M
Stonebridge Financial Planning Group, LLC 0.59% Add +1.4% 28,793 $1.6M
Pictet North America Advisors SA 0.15% Reduce -93.0% 28,676 $1.6M
Johnson Investment Counsel Inc. 0.01% Add +1.8% 28,647 $1.6M
International Assets Investment Management, LLC 0.12% No change 30,985 $1.5M
First Hawaiian Bank 0.20% Reduce -4.3% 28,382 $1.5M
Valley Wealth Managers, Inc. 0.10% Reduce -6.1% 28,286 $1.5M
Cape Cod Five Cents Savings Bank 0.14% No change 31,961 $1.5M
First Nebraska Trust Co 0.14% No change 28,156 $1.5M
WealthShield Partners, LLC 0.17% Add +0.0% 28,145 $1.5M
Ofc Financial Planning, LLC 1.51% Reduce -2.9% 28,130 $1.5M
Sovereign Investment Advisors, LLC 0.42% Add +0.5% 28,128 $1.5M
Factory Mutual Insurance Co. 0.01% No change 28,100 $1.5M
Conservest Capital Advisors, Inc. 0.14% Add +3.1% 28,088 $1.5M
Cambridge Capital Management, LLC 0.73% Reduce -2.8% 28,088 $1.5M
Allen Capital Group, LLC 0.14% Reduce -0.2% 27,969 $1.5M
Chapin Davis, Inc. 0.37% Reduce -0.9% 27,964 $1.5M
Diversified Enterprises, LLC 0.10% Add +2.4% 27,929 $1.5M
Certified Advisory Corp 0.14% Add +0.4% 27,825 $1.5M
Elgethun Capital Management 0.27% Reduce -7.6% 27,643 $1.5M
Security Benefit Life Insurance Co. 0.61% No change 27,800 $1.5M
Grove Street Fiduciary, LLC 0.71% Reduce -11.4% 27,797 $1.5M
BBR Partners, LLC 0.09% Add +0.0% 27,773 $1.5M
Rossmore Private Capital 0.16% Add +0.0% 27,546 $1.5M
Carret Asset Management, LLC 0.15% Reduce -1.7% 27,544 $1.5M
James Investment Research, Inc. 0.16% No change 27,538 $1.5M
Gainplan LLC 0.63% Reduce -7.4% 27,487 $1.5M
Evermay Wealth Management LLC 0.17% Add +8.7% 27,367 $1.5M
Bleakley Financial Group, LLC 0.03% Reduce -19.9% 27,289 $1.5M
Compass Capital Corp. /Ma/ 0.65% No change 26,748 $1.5M
Leo Wealth, LLC 0.19% Reduce -33.9% 27,227 $1.5M
Seldon Capital LP 0.52% No change 27,148 $1.5M
Retirement Investment Advisors, Inc. 0.12% Reduce -0.5% 27,145 $1.5M
Scotia Capital Inc. 0.01% Reduce -4.0% 27,132 $1.5M
Mill Creek Capital Advisors, LLC 0.03% Reduce -0.1% 27,074 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Add +0.9% 27,068 $1.5M
Northern Financial Advisors Inc 0.77% New 27,041 $1.5M
First National Bank & Trust Co. of Newtown 0.28% Add +5.0% 27,040 $1.5M
FC Advisory LLC 0.43% Add +5.7% 26,990 $1.5M
Swmg, LLC 0.44% Add +30.6% 26,617 $1.5M
Foresight Capital Management Advisors, Inc. 0.82% Reduce -4.6% 26,926 $1.5M
Encompass Wealth Advisors, LLC 0.50% Add +1.9% 26,920 $1.5M
Midwestern Financial, LLC 1.25% Reduce -14.8% 26,858 $1.5M
Appleton Partners Inc. 0.10% Reduce -2.8% 26,757 $1.4M
Viewpoint Capital Management LLC 0.64% Add +0.1% 26,755 $1.4M
Morton Brown Family Wealth, LLC 0.42% Add +0.2% 26,745 $1.4M
Clarity Capital Advisors, LLC 0.79% Add +1.2% 26,693 $1.4M
Valpey Financial Services, LLC 0.94% Reduce -0.1% 26,465 $1.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.23% Reduce -0.8% 26,442 $1.4M
Shepherd Financial Partners LLC 0.14% Add +3.7% 26,429 $1.4M
ORG Partners LLC 0.27% Add +973.3% 26,392 $1.4M
BCS Wealth Management 0.32% Reduce -2.1% 26,398 $1.4M
Seven Mile Advisory 0.23% Add +76.4% 26,389 $1.4M
SP Asset Management LLC 0.11% Reduce -0.8% 26,262 $1.4M
Severin Investments, LLC 1.26% New 26,203 $1.4M
Sax Wealth Advisors, LLC 0.08% Reduce -3.5% 26,173 $1.4M
Balentine LLC 0.05% Add +128.5% 26,140 $1.4M
Highland Capital Management, LLC 0.07% No change 26,097 $1.4M
Smart Portfolios, LLC 1.36% Reduce -4.5% 26,072 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.41% Add +21.1% 26,070 $1.4M
Global Assets Advisory, LLC 0.42% Add +28.9% 26,058 $1.4M
SageView Advisory Group, LLC 0.05% Reduce -1.1% 26,047 $1.4M
Rockingstone Advisors LLC 0.69% Add +1.1% 25,940 $1.4M
IHT Wealth Management, LLC 0.04% Add +25.3% 25,827 $1.4M
Owen LaRue, LLC 0.55% New 25,750 $1.4M
Asset Management Group, Inc. 0.23% Add +0.4% 25,749 $1.4M
Narus Financial Partners, LLC 0.38% Add +9.3% 25,677 $1.4M
Financial Freedom, LLC 0.69% Add +0.2% 25,675 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +6.3% 25,713 $1.4M
Rockwood Wealth Management, LLC 0.11% Add +2.1% 25,609 $1.4M
Charter Oak Capital Management, LLC 0.11% Add +2.3% 25,541 $1.4M
Archer Investment Corp 0.31% Add +8.0% 25,531 $1.4M
Novem Group 0.16% Add +1.3% 25,457 $1.4M
World Equity Group, Inc. 0.31% Reduce -2.1% 25,399 $1.4M
NBT Bank, N.A. 0.09% Reduce -4.5% 24,877 $1.4M
HUB Investment Partners, LLC 0.05% Reduce -21.1% 25,238 $1.4M
Sunesis Advisors, LLC 0.64% — 25,219 $1.4M
John G Ullman & Associates Inc. 0.18% Reduce -0.4% 25,200 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -6.7% 25,188 $1.4M
DB Fitzpatrick & Co, Inc 1.23% Add +0.8% 25,164 $1.4M
Riverbridge Partners LLC 0.02% No change 25,090 $1.4M
Diversified Portfolios, Inc. 0.12% Add +0.7% 25,061 $1.4M
WFA of San Diego, LLC 0.93% Add +0.8% 24,943 $1.4M
C M Bidwell & Associates Ltd. 0.65% Reduce -0.4% 24,812 $1.3M
Clark Capital Management Group, Inc. 0.01% New 24,683 $1.3M
Keel Point, LLC 0.08% Add +1.8% 24,659 $1.3M
Liberty Square Wealth Partners LLC 0.41% Reduce -24.6% 24,591 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Add +24.9% 24,510 $1.3M
Lazard Asset Management LLC 0.00% Reduce -29.4% 24,389 $1.3M
ESL Trust Services, LLC 0.26% Add +2.5% 24,335 $1.3M
Studio Investment Management LLC 0.25% Reduce -2.9% 24,295 $1.3M
Per Stirling Capital Management, LLC. 0.16% Add +0.9% 24,292 $1.3M
OneAscent Financial Services LLC 0.09% Add +9.1% 24,290 $1.3M
WASHINGTON TRUST Co 0.04% Reduce -0.3% 24,271 $1.3M
Acorn Wealth Advisors, LLC 0.41% Reduce -0.4% 24,191 $1.3M
Pitcairn Co. 0.10% No change 24,126 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -71.7% 24,036 $1.3M
Black Diamond Financial, LLC 0.15% Add +1.6% 24,005 $1.3M
Snowden Capital Advisors LLC 0.04% Add +2.7% 23,977 $1.3M
Citadel Advisors 0.00% Add +55.0% 23,840 $1.3M
McClarren Financial Advisors, Inc. 0.79% Reduce -13.2% 20,764 $1.3M
Lake Street Private Wealth, LLC 0.17% Add +5.2% 23,709 $1.3M
LongView Wealth Management 0.35% Reduce -0.9% 23,638 $1.3M
Chemistry Wealth Management LLC 0.25% Reduce -0.5% 23,564 $1.3M
Marks Group Wealth Management, Inc 0.12% No change 23,559 $1.3M
Arbor Wealth Advisors LLC 0.95% Add +0.1% 23,450 $1.3M
Interchange Capital Partners, LLC 0.25% Add +0.0% 23,199 $1.3M
Kiley Juergens Wealth Management, LLC 0.28% Reduce -2.4% 23,073 $1.3M
Red Door Wealth Management, LLC 0.13% Reduce -0.7% 23,018 $1.2M
Sightline Wealth Advisors, LLC 0.56% Add +9.1% 22,933 $1.2M
Roof Eidam Maycock Peralta, LLC 0.30% Add +0.0% 22,920 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 22,886 $1.2M
Seaside Wealth Management, Inc. 0.37% Reduce -1.7% 22,714 $1.2M
Finley Financial, LLC 0.57% Reduce -33.3% 22,645 $1.2M
F&V Capital Management, LLC 0.27% No change 22,580 $1.2M
Aspen Investment Management Inc 0.47% Add +3.0% 22,552 $1.2M
Bragg Financial Advisors, Inc 0.04% Reduce -1.7% 22,549 $1.2M
Friday Financial 0.51% Reduce -0.1% 22,526 $1.2M
First American Bank 0.08% Add +0.6% 22,489 $1.2M
First Financial Corp. 0.48% Add +6.8% 22,458 $1.2M
Madden Advisory Services, Inc. 0.51% Add +46.3% 22,400 $1.2M
First National Corp. /Ma/ 0.23% No change 22,170 $1.2M
Gladstone Institutional Advisory LLC 0.05% Reduce -5.5% 22,162 $1.2M
Chilton Investment Co. Inc. 0.02% New 22,147 $1.2M
FSA Advisors, Inc. 0.94% Add +254.1% 22,003 $1.2M
Insigneo Advisory Services, LLC 0.08% Add +31.7% 21,914 $1.2M
Trace Wealth Advisors, LLC 0.88% Reduce -4.0% 21,815 $1.2M
Integrated Investment Consultants, LLC 0.20% Add +24.4% 21,801 $1.2M
Fund Evaluation Group, LLC 0.04% Reduce -0.8% 21,777 $1.2M
Meridian Investment Counsel Inc. 0.29% Add +2.0% 21,740 $1.2M
Sharkey, Howes & Javer 0.15% Reduce -70.2% 21,708 $1.2M
CogentBlue Wealth Advisors, LLC 0.79% Reduce -3.7% 21,511 $1.2M
Mayport, LLC 0.25% Reduce -5.3% 21,475 $1.2M
Trivium Point Advisory, LLC 0.12% Add +20.8% 21,260 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Add +1.8% 21,208 $1.1M
CX Institutional 0.03% Add +20.2% 21,152 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -39.9% 21,092 $1.1M
Stablepoint Partners, LLC 0.18% Reduce -2.2% 20,947 $1.1M
Debussy Capital Management LP 0.16% Reduce -8.5% 20,858 $1.1M
Absolute Capital Management, LLC 0.48% Add +20.1% 20,858 $1.1M
Disciplina Capital Management LLC 0.14% Reduce -47.0% 20,824 $1.1M
Moors & Cabot, Inc. 0.05% Add +4.0% 20,755 $1.1M
Dynamic Wealth Strategies, LLC 0.75% Add +21.0% 20,745 $1.1M
Voisard Asset Management Group, Inc. 0.26% Reduce -1.0% 20,626 $1.1M
Prudent Man Advisors, LLC 0.41% Reduce -1.6% 18,153 $1.1M
Factor Wealth Management LTD 0.28% Reduce -2.8% 20,605 $1.1M
Clear Harbor Asset Management, LLC 0.08% Add +5.0% 20,599 $1.1M
Palisade Asset Management, LLC 0.10% No change 20,539 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -62.8% 20,444 $1.1M
Ifrah Financial Services, Inc. 0.29% Reduce -1.3% 20,444 $1.1M
Willow Creek Wealth Management Inc. 0.09% Add +55.0% 20,381 $1.1M
Busey Bank 0.03% Reduce -1.9% 20,316 $1.1M
Investment Advisory Group, LLC 0.30% Reduce -3.5% 20,281 $1.1M
Mayflower Financial Advisors, LLC 0.14% Reduce -13.0% 20,114 $1.1M
Rf&l Wealth Management, LLC 0.64% Add +0.5% 20,070 $1.1M
Fisher Asset Management 0.00% Add +134.3% 19,985 $1.1M
Hickory Point Bank & Trust 0.81% No change 19,959 $1.1M
Washington Trust Bank 0.08% Reduce -0.2% 19,858 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +26.5% 19,839 $1.1M
Richard P Slaughter Associates Inc 0.23% Reduce -14.0% 19,832 $1.1M
Gold Investment Management Ltd. 0.36% Add +2.0% 19,766 $1.1M
Stock Yards Bank & Trust Co. 0.03% Add +1.9% 19,755 $1.1M
Tufton Capital Management 0.19% No change 19,694 $1.1M
Greenfield Savings Bank 0.45% Add +2.2% 19,646 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +4.3% 19,622 $1.1M
DF Dent & Co. Inc. 0.01% Add +0.4% 19,612 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -97.4% 19,563 $1.1M
Barrett & Company, Inc. 0.36% Reduce -1.4% 19,547 $1.1M
Arcadia Investment Management Corp. 0.16% Reduce -6.2% 19,521 $1.1M
Lord & Richards Wealth Management, LLC 0.97% Add +8.1% 19,458 $1.1M
HSBC Holdings PLC 0.00% Reduce -13.4% 19,400 $1.1M
Roberts Glore & Co. Inc. 0.29% Reduce -2.3% 19,366 $1.0M
Saranac Partners Ltd 0.22% No change 19,375 $1.0M
Peak Financial Management, Inc. 0.28% Reduce -7.9% 19,260 $1.0M
First Interstate Bank 0.06% Reduce -3.5% 19,212 $1.0M
Astra Wealth Partners LLC 0.72% Reduce -0.7% 19,160 $1.0M
Canandaigua National Trust Co of Florida 0.82% Reduce -7.0% 19,152 $1.0M
One Wealth Advisors, LLC 0.13% Add +1.3% 19,122 $1.0M
VestGen Investment Management 0.62% Add +21.0% 19,080 $1.0M
Waller Financial Planning Group, Inc. 0.24% Reduce -5.7% 19,071 $1.0M
Long Road Investment Counsel, LLC 0.36% No change 18,980 $1.0M
Legacy Bridge, LLC 0.43% Add +0.7% 18,963 $1.0M
Squire Investment Management Company, LLC 0.33% Add +16.5% 18,925 $1.0M
Clarion Wealth Managment Partners, LLC 1.01% Reduce -6.5% 18,909 $1.0M
Park National Corp. 0.03% Add +0.6% 18,853 $1.0M
Gryphon Financial Partners LLC 0.12% Add +1.4% 18,785 $1.0M
Millennium Management 0.00% Reduce -50.4% 18,649 $1.0M
Endeavor Private Wealth, Inc. 0.31% New 18,629 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.40% Reduce -4.1% 18,595 $1.0M
Trilogy Capital Inc. 0.05% Add +4.3% 18,482 $1.0M
Glassman Wealth Services 0.14% Add +5.3% 18,426 $998K
Gould Asset Management LLC 0.19% Add +1.8% 18,425 $998K
L & S Advisors Inc 0.11% Add +0.3% 18,404 $997K
Veery Capital, LLC 0.31% Reduce -7.1% 18,389 $996K
PBMares Wealth Management LLC 0.16% Reduce -4.8% 18,349 $994K
Richardson Financial Services Inc. 0.62% Reduce -0.6% 18,337 $993K
Parkside Investments, LLC 0.12% No change 18,330 $993K
Shakespeare Wealth Management, LLC 0.23% Reduce -4.9% 18,320 $993K
Golden Bell Financial Planning LLC 0.86% Reduce -11.5% 18,309 $992K
Causey Wealth LLC 0.48% Reduce -2.4% 18,286 $991K
Disciplined Investors, L.L.C. 0.70% Add +20.7% 18,262 $989K
Spinnaker Trust 0.05% Add +27.0% 18,260 $989K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -4.3% 18,249 $989K
Medallion Wealth Advisors, LLC 0.35% Reduce -1.5% 18,209 $987K
Twin Lakes Capital Management, LLC 0.46% Add +0.4% 18,210 $987K
NorthStar Asset Management LLC 0.47% Add +9.9% 18,170 $984K
Park Edge Advisors, LLC 0.23% Add +8.8% 18,154 $984K
High Net Worth Advisory Group LLC 0.24% Reduce -1.1% 18,111 $981K
W1M Asset Management Ltd 0.07% Add +6.6% 18,106 $981K
Rydar Equities, Inc. 0.79% Reduce -9.2% 17,975 $980K
Steinberganna Wealth Management 0.46% — 18,061 $979K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +6.0% 18,054 $978K
Cape Ann Savings Bank 0.52% Add +10.2% 18,049 $978K
Essex LLC 0.18% Reduce -4.5% 18,046 $978K
Select Asset Management & Trust 0.30% No change 18,027 $977K
Bigelow Investment Advisors, LLC 0.39% Reduce -4.9% 17,943 $972K
J2 Capital Management Inc 0.73% Add +3.5% 17,933 $972K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.14% No change 17,900 $970K
Chai Trust Co. LLC 0.06% New 17,895 $970K
Austin Wealth Management, LLC 0.15% New 17,786 $970K
Dentgroup LLC 0.62% Reduce -0.1% 17,738 $961K
Obsidian Personal Planning Solutions LLC 0.33% Reduce -1.3% 17,475 $961K
Welch Group, LLC 0.04% Add +285.5% 17,678 $958K
Peoples Financial Services Corp. 0.43% Add +707.5% 17,659 $957K
Cannon Financial Strategists, Inc. 0.14% Add +6.0% 17,656 $957K
Collective Family Office LLC 0.23% No change 17,544 $951K
Kaizen Financial Strategies 0.43% Reduce -6.3% 17,216 $940K
Wernau Asset Management Inc. 0.97% No change 17,328 $939K
HORAN Wealth, LLC 0.15% New 17,193 $932K
Pillar Financial Advisors, LLC 0.58% Reduce -1.7% 17,125 $928K
Russell Investments Group, Ltd. 0.00% Add +13.6% 16,929 $917K
Cambridge Financial Group, LLC 0.30% Add +43.2% 16,922 $917K
Aquire Wealth Advisors, LLC 0.23% Reduce -2.3% 16,856 $913K
Baldwin Wealth Partners LLC 0.06% No change 16,854 $913K
Eukles Asset Management 0.36% Add +1.4% 16,841 $912K
BOS Asset Management, LLC 0.26% Add +0.0% 16,827 $912K
Washington Trust Advisors, Inc. 0.07% Reduce -2.7% 16,797 $910K
Townsquare Capital LLC 0.14% Reduce -12.3% 16,757 $908K
BridgePort Financial Solutions, LLC 0.24% Reduce -4.3% 16,753 $908K
Baxter Bros Inc. 0.10% New 16,719 $906K
Curated Wealth Partners LLC 0.11% Add +0.0% 16,696 $905K
Mustard Seed Financial, LLC 0.58% Reduce -0.5% 16,653 $902K
Petix & Botte Co 0.21% Add +0.1% 16,605 $900K
Berkeley Capital Partners, LLC 0.21% Reduce -0.1% 16,330 $885K
Plum Street Advisors, LLC 0.34% Reduce -0.8% 16,324 $884K
Certuity, LLC 0.06% Add +95.9% 16,293 $883K
Kovack Advisors, Inc. 0.08% Reduce -1.2% 16,248 $880K
Obermeyer Wealth Partners 0.04% Add +18.7% 16,245 $880K
Everett Harris & Co. 0.01% Reduce -1.0% 16,237 $880K
Sovran Advisors, LLC 0.08% Add +84.5% 15,876 $876K
Chokshi & Queen Wealth Advisors, Inc 0.46% Add +2.9% 16,105 $873K
U.S. Capital Wealth Advisors, LLC 0.02% Add +9.9% 16,067 $871K
Beacon Financial Advisory LLC 0.20% Add +11.3% 16,024 $868K
Prosperity Planning, Inc. 0.33% Reduce -0.4% 16,001 $867K
Common Fund for Nonprofit Organizations 0.07% Reduce -88.6% 15,948 $864K
Ashton Thomas Securities, LLC 0.12% Reduce -19.3% 15,908 $862K
RCS Financial Planning, LLC 0.38% Reduce -9.5% 15,882 $861K
Essex Financial Services, Inc. 0.05% Add +0.9% 15,774 $855K
Hikari Tsushin, Inc. 0.06% No change 15,745 $853K
DGS Capital Management, LLC 0.16% Add +0.8% 15,717 $852K
Allen Investment Management, LLC 0.01% Reduce -20.4% 15,687 $850K
FineMark National Bank & Trust 0.03% Add +3.7% 15,674 $849K
Tilson Financial Group, Inc. 0.28% Reduce -6.6% 15,607 $846K
Rainey & Randall Wealth Advisors Inc. 0.14% Reduce -13.7% 15,596 $845K
L.K. Benson & Company, P.C. 0.45% Add +0.2% 15,568 $843K
McLean Asset Management Corp 0.17% Add +0.0% 15,318 $842K
PFG Investments, LLC 0.04% Add +8.1% 15,506 $840K
Cohen Investment Advisors LLC 0.41% Add +3.2% 15,439 $836K
Plan A Wealth LLC 0.43% Add +4.7% 15,431 $836K
Gradient Capital Advisors, LLC 0.22% Reduce -13.9% 15,294 $829K
Glen Eagle Advisors, LLC 0.11% Add +1.2% 15,246 $826K
QRG Capital Management, Inc. 0.01% Add +5.0% 15,214 $824K
IAG Wealth Partners, LLC 0.10% Reduce -0.9% 15,206 $824K
Fortis Capital Advisors, LLC 0.13% Add +7.8% 15,075 $817K
Halbert Hargrove Global Advisors, LLC 0.04% Add +3.1% 15,035 $815K
Morling Financial Advisors, LLC 0.27% Reduce -1.5% 15,019 $814K
Lam Group, Inc. 0.50% No change 15,005 $813K
Jacobi Capital Management LLC 0.05% Add +39.8% 14,984 $812K
Perritt Capital Management Inc 0.38% Add +0.1% 14,958 $810K
Sapient Capital LLC 0.01% Add +0.8% 15,006 $809K
DecisionPoint Financial, LLC 0.19% Reduce -0.4% 14,833 $809K
Ironwood Investment Counsel, LLC 0.12% Reduce -6.1% 14,911 $808K
Hurley Capital, LLC 0.45% Reduce -0.1% 14,853 $805K
Monograph Wealth Advisors, LLC 0.08% Add +1.2% 14,853 $805K
Lynx Investment Advisory 0.48% Reduce -1.6% 14,815 $803K
Inscription Capital, LLC 0.09% Add +16.5% 14,753 $799K
Triad Wealth Partners, LLC 0.10% Add +28.3% 14,691 $796K
Nicolet Bankshares Inc. 0.13% Reduce -24.4% 14,614 $792K
Aaron Wealth Advisors LLC 0.05% Reduce -0.2% 14,542 $788K
IFG Advisory, LLC 0.04% Add +1.4% 14,529 $787K
Trek Financial, LLC 0.05% Add +8.2% 14,467 $784K
National Philanthropic Trust 0.01% Reduce -20.5% 14,442 $782K
Missouri Trust & Investment Co 0.23% Reduce -1.7% 14,428 $782K
Voya Financial Advisors, Inc. 0.08% Add +13.4% 14,464 $780K
Montecito Bank & Trust 0.12% — 14,387 $779K
Estate Counselors, LLC 0.07% No change 14,385 $779K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -34.4% 14,384 $779K
PKS Advisory Services, LLC 0.18% Add +2.6% 14,358 $778K
Beaird Harris Wealth Management, LLC 0.05% Reduce -0.0% 14,246 $772K
GeoWealth Management, LLC 0.03% Add +160.7% 14,217 $770K
Cohen Capital Management, Inc. 0.12% Reduce -4.1% 14,208 $770K
Boston Research & Management Inc. 0.17% No change 14,126 $765K
Five Oceans Advisors 0.28% Reduce -13.4% 14,040 $761K
Austin Asset Management Co Inc 0.14% Add +4.0% 14,026 $760K
Liberty Wealth Management LLC 0.11% Reduce -0.1% 14,016 $760K
Cura Wealth Advisors, LLC 0.29% Add +0.1% 13,956 $756K
Revolve Wealth Partners, LLC 0.09% No change 13,900 $753K
Entrewealth, LLC 0.38% New 13,776 $746K
Goldstein Advisors, LLC 0.09% Reduce -8.1% 13,771 $746K
Signet Financial Management, LLC 0.09% Reduce -1.7% 13,704 $743K
Buck Wealth Strategies, LLC 0.10% Reduce -92.6% 13,694 $742K
HTG Investment Advisors, Inc. 0.25% No change 13,674 $741K
Goelzer Investment Management, Inc. 0.04% Reduce -9.7% 13,607 $737K
Atlas Brown,Inc. 0.22% Add +0.1% 13,599 $737K
Warren Street Wealth Advisors, LLC 0.22% Reduce -8.5% 13,591 $736K
Columbia Asset Management 0.14% Reduce -5.9% 13,572 $735K
Renaissance Technologies 0.00% Reduce -74.5% 13,570 $735K
McKinley Carter Wealth Services, Inc. 0.04% Add +2.4% 13,558 $735K
LaSalle St. Investment Advisors, LLC 0.13% Reduce -13.1% 13,553 $734K
Worth Asset Management, LLC 0.33% Reduce -73.6% 13,512 $732K
Stordahl Capital Management, Inc. 0.15% Add +2.1% 13,487 $731K
Rehmann Capital Advisory Group 0.04% Reduce -9.2% 13,484 $731K
Marshall Financial Group Inc. 0.20% Reduce -1.0% 13,454 $729K
Quantum Financial Advisors, LLC 0.09% Reduce -12.7% 13,428 $728K
Opinicus Capital, Inc. 0.50% Reduce -0.0% 13,425 $727K
Weik Capital Management 0.27% Reduce -6.9% 13,425 $727K
Petra Financial Advisors Inc. 0.42% Reduce -1.0% 13,401 $726K
American Financial & Tax Strategies Inc. 0.36% Reduce -4.1% 13,367 $724K
Wealth Architects, LLC 0.07% Reduce -5.0% 13,358 $724K
Cozad Asset Management Inc. 0.06% Add +10.0% 13,352 $723K
Choate Investment Advisors 0.01% Add +20.3% 13,346 $723K
NorthLanding Financial Partners, LLC 0.60% Reduce -0.4% 13,327 $722K
HBW Advisory Services LLC 0.08% Reduce -12.0% 13,317 $722K
Verus Capital Partners, LLC 0.06% Reduce -0.7% 13,302 $721K
Flagstar Securities, Inc. 0.22% Reduce -27.5% 13,279 $719K
Florida Trust Wealth Management Co 0.02% Add +2.6% 13,246 $718K
Financial Advocates Investment Management 0.40% Reduce -73.0% 13,239 $717K
Lion Street Advisors, LLC 0.25% Add +29.9% 14,094 $714K
Sequent Planning LLC 0.20% Add +18.4% 13,160 $713K
Nautilus Advisors LLC 0.48% No change 13,142 $712K
Occidental Asset Management, LLC 0.09% Add +36.2% 13,114 $710K
WCG Wealth Advisors LLC 0.04% Reduce -11.0% 13,107 $710K
PUREfi Wealth, LLC 0.55% No change 13,095 $709K
Clearstead Trust, LLC 0.12% Add +25.9% 13,079 $709K
Golden State Wealth Management, LLC 0.08% Add +7.9% 13,074 $708K
LVM Capital Management Ltd. 0.07% Add +27.0% 13,044 $707K
Westmount Partners, LLC 0.18% Add +0.1% 12,899 $703K
Kingswood Wealth Advisors, LLC 0.04% Add +4.9% 12,954 $702K
Ameritas Advisory Services, LLC 0.05% Reduce -84.8% 12,952 $702K
Private Wealth Management Group, LLC 0.19% No change 12,950 $702K
True Vision MN LLC 0.36% Reduce -0.9% 12,908 $699K
Glass Jacobson Investment Advisors llc 0.25% Add +0.6% 12,886 $698K
Carrera Capital Advisors 0.13% Reduce -1.2% 12,873 $697K
Motiv8 Investments LLC 0.37% Reduce -17.3% 12,850 $696K
Brown Wealth Management, LLC 0.20% Reduce -1.4% 12,839 $696K
RHS Financial, LLC 0.36% Reduce -14.8% 12,827 $695K
Ade, LLC 0.35% Add +21.3% 12,801 $694K
Platform Technology Partners 0.17% Add +10.2% 12,773 $692K
Fulton Bank, N.A. 0.02% No change 12,765 $692K
Visionary Wealth Advisors 0.03% Reduce -44.5% 12,748 $691K
Total Clarity Wealth Management, Inc. 0.18% Add +0.1% 12,729 $690K
Optimum Investment Advisors 0.27% Reduce -0.2% 12,724 $689K
Motco 0.06% Add +2.4% 12,625 $684K
Lincoln Capital LLC 0.13% Add +7.8% 12,474 $683K
Emerald Advisors, LLC 0.09% Add +0.0% 12,609 $683K
Bedel Financial Consulting, Inc. 0.09% Add +5.3% 12,578 $681K
North Capital, Inc. 0.53% Add +0.4% 12,570 $681K
Schwartz Investment Counsel Inc. 0.02% Add +0.5% 12,568 $681K
GEN Financial Management, INC. 0.59% Reduce -8.8% 12,526 $679K
Key Financial Inc 0.13% Reduce -9.3% 12,409 $677K
Net Worth Advisory Group 0.20% Reduce -18.3% 12,451 $675K
City Center Advisors, LLC 0.65% Add +10.0% 12,377 $671K
Radnor Capital Management, LLC 0.10% Reduce -12.1% 12,360 $670K
TCI Wealth Advisors, Inc. 0.04% Add +10.6% 12,354 $669K
New Republic Capital, LLC 0.20% Reduce -1.5% 12,299 $666K
Keystone Financial Group 0.05% Add +1.3% 12,287 $666K
Firestone Capital Management 0.14% Add +2.2% 12,245 $663K
White Pine Capital LLC 0.19% Reduce -0.8% 12,202 $661K
Sterling Investment Advisors, Ltd. 0.13% Add +0.1% 12,202 $661K
Strategic Financial Services, Inc. 0.03% Add +1.9% 12,177 $660K
SGL Investment Advisors, Inc. 0.28% Add +19.4% 11,975 $660K
Wealthstream Advisors, Inc. 0.10% Add +0.0% 12,162 $659K
True Link Financial Advisors, LLC 0.04% Reduce -0.2% 12,154 $659K
2UniFi Bank 0.33% Add +48.5% 12,132 $657K
Cora Capital Advisors LLC 0.28% Reduce -9.3% 12,091 $655K
Forum Financial Management, LP 0.01% Reduce -2.5% 11,945 $647K
Essex Bank 0.15% Reduce -0.7% 11,904 $645K
Alpha Omega Wealth Management LLC 0.11% Reduce -3.7% 11,886 $644K
Wealthspan Partners, LLC 0.25% Reduce -3.9% 11,808 $640K
River Wealth Advisors LLC 0.07% Reduce -1.0% 11,795 $639K
Capital Investment Advisory Services, LLC 0.05% Add +5.3% 11,779 $638K
Sage Capital Advisors,llc 0.15% Add +4.6% 11,701 $634K
Tradition Wealth Management, LLC 0.05% Add +5.1% 11,700 $634K
Secure Asset Management, LLC 0.10% Reduce -59.9% 11,567 $631K
Brooklyn Investment Group 0.09% No change 15,268 $630K
Prosperity Consulting Group, LLC 0.03% Add +52.0% 11,629 $630K
Pennington Partners & Co., LLC 0.30% Add +15.6% 11,608 $629K
Jim Saulnier & Associates, LLC 0.35% New 11,583 $628K
Stratos Investment Management, LLC 0.03% Add +92.5% 11,535 $625K
Omnia Family Wealth, LLC 0.20% Add +63.6% 11,533 $625K
Vaughan David Investments LLC 0.01% Add +3.9% 11,524 $624K
William Mack & Associates, Inc. 0.34% Add +0.1% 11,496 $623K
Cannell & Spears LLC 0.01% Add +50.3% 11,441 $620K
Equita Financial Network, Inc. 0.21% Add +8.7% 11,434 $619K
Harbour Capital Advisors, LLC 0.13% No change 11,244 $615K
Guardian Financial Partners, LLC 0.26% Reduce -14.4% 11,322 $613K
Rockport Wealth LLC 0.12% Reduce -5.2% 11,321 $613K
MSH Capital Advisors LLC 0.16% Reduce -0.2% 11,290 $612K
Silver Grove Financial Group, Inc. 0.58% — 11,231 $609K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.2% 11,228 $608K
Michels Family Financial, LLC 0.47% Reduce -2.4% 11,190 $606K
Clifford Swan Investment Counsel LLC 0.02% Add +22.9% 11,188 $606K
Clientfirst Wealth Management, LLC 0.48% No change 11,180 $606K
Morton Capital Management LLC 0.10% Add +2.2% 11,165 $605K
Romano Brothers and Company 0.07% Add +3.7% 11,148 $604K
Quent Capital, LLC 0.05% Reduce -2.7% 11,120 $602K
SeaBridge Investment Advisors LLC 0.10% Reduce -8.6% 11,119 $602K
Live Oak Private Wealth LLC 0.08% Add +0.3% 11,069 $600K
Ascentis Wealth Management, LLC 0.14% Add +18.8% 11,066 $600K
Cloud Capital Management, LLC 0.32% Add +6.3% 11,064 $599K
Founders Financial Alliance, LLC 0.11% No change 11,050 $599K
LexAurum Advisors, LLC 0.09% Reduce -0.4% 11,005 $596K
Fort Washington Investment Advisors Inc. 0.00% Reduce -7.0% 10,984 $595K
Boltwood Capital Management 0.16% No change 10,938 $593K
Sachetta, LLC 0.22% Add +7.4% 10,911 $591K
Webster Bank, N. A. 0.06% Reduce -34.7% 10,859 $588K
Baker Boyer National Bank 0.20% Reduce -1.7% 10,843 $587K
Boston Family Office LLC 0.04% Add +0.1% 10,828 $587K
Axis Wealth Partners, LLC 0.34% Reduce -1.5% 10,832 $587K
Peirce Capital Management, LLC 0.24% No change 10,783 $584K
ETF Portfolio Partners, Inc. 0.15% Reduce -4.0% 10,723 $581K
McHugh Group, LLC 0.35% New 10,719 $581K
Alliance Wealth Advisors, LLC 0.29% No change 10,707 $580K
Peak Asset Management, LLC 0.10% Reduce -2.2% 10,688 $579K
WealthCollab, LLC 0.27% No change 10,642 $577K
Sharper & Granite LLC 0.21% Reduce -32.5% 10,616 $575K
Total Wealth Planning, LLC 0.07% Add +4.0% 10,605 $575K
LRI Investments, LLC 0.05% Reduce -0.4% 10,548 $571K
Black Cypress Capital Management, LLC 0.43% Add +2.6% 10,538 $571K
Tenon Financial LLC 0.29% Reduce -49.9% 10,511 $569K
Wealthcare Capital Management LLC 0.06% Add +0.1% 10,503 $569K
Sawgrass Asset Management LLC 0.07% Reduce -6.5% 10,341 $560K
Baker Ellis Asset Management LLC 0.07% No change 10,332 $560K
Calton & Associates, Inc. 0.08% New 10,330 $560K
Zacks Investment Management 0.00% Reduce -38.0% 10,264 $556K
M3 Advisory Group, LLC 0.35% Reduce -0.3% 10,230 $554K
MMBG Investment Advisors Co. 0.05% Reduce -26.2% 10,226 $554K
MBA Advisors LLC 0.24% Add +4.2% 10,217 $554K
Indiana Trust & Investment Management Co 0.17% No change 10,204 $553K
Montag A & Associates Inc. 0.03% No change 10,152 $550K
Summit Wealth & Retirement Planning, Inc. 0.14% Add +0.6% 10,146 $550K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +1.0% 10,125 $549K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $548K
Meredith Wealth Planning 0.17% Reduce -5.0% 10,110 $548K
Lakeridge Wealth Management LLC 0.24% Add +1.5% 10,098 $547K
Stevens Capital Partners 0.16% Add +1.9% 10,082 $546K
MeadowBrook Investment Advisors LLC 0.48% Reduce -0.5% 10,061 $545K
Freestate Advisors LLC 0.46% Add +10.8% 10,049 $544K
Colorado Capital Management, Inc. 0.21% Add +0.1% 10,011 $542K
Next Capital Management LLC 0.18% Reduce -0.2% 9,941 $539K
Maxele Advisors, LLC 0.46% Reduce -4.3% 9,940 $539K
Pioneer Wealth Management Group 0.17% Add +12.3% 9,925 $538K
Country Club Bank 0.03% Reduce -5.1% 9,966 $538K
Alamar Capital Management, LLC 0.28% Add +0.3% 9,861 $534K
AssuredPartners Investment Advisors, LLC 0.12% Reduce -26.1% 9,859 $534K
Optimist Retirement Group LLC 0.24% Add +0.3% 9,856 $534K
Arista Wealth Management, LLC 0.07% Reduce -1.8% 9,850 $534K
Wescott Financial Advisory Group, LLC 0.05% Reduce -21.3% 9,835 $533K
Etesian Wealth Advisors, Inc. 0.18% No change 9,834 $533K
Note Advisors, LLC 0.32% Add +4.3% 9,834 $533K
Syverson Strege & Co 0.13% No change 9,807 $531K
Emprise Bank 0.23% Reduce -1.7% 9,786 $530K
Evergreen Wealth Management, LLC 0.28% Reduce -1.0% 9,761 $529K
Buckhead Capital Management LLC 0.19% Reduce -6.6% 9,752 $528K
Holos Integrated Wealth LLC 0.31% Reduce -6.0% 10,000 $525K
MIdWestOne Financial Group, Inc. 0.06% Add +55.3% 9,693 $525K
ARK & TLK Investments, LLC 0.17% Reduce -28.0% 9,677 $524K
Citrine Capital LLC 0.24% Reduce -4.0% 9,671 $524K
KG Capital Management 0.14% Reduce -0.1% 9,665 $524K
Burton Enright Welch 0.08% Add +3.1% 9,663 $524K
Balanced Rock Investment Advisors LLC 0.38% Reduce -0.5% 9,626 $522K
Icon Wealth Advisors, LLC 0.04% Add +0.1% 9,611 $521K
McCarter Private Wealth Services LLC 0.27% No change 9,607 $521K
3Chopt Investment Partners, LLC 0.12% Add +0.7% 9,605 $520K
LCM Capital Management Inc 0.25% Add +1.1% 9,550 $517K
GWN Securities Inc. 0.12% Reduce -38.5% 9,503 $516K
Milestone Asset Management Group, LLC 0.32% Add +4.3% 9,508 $515K
ETF Store, Inc. 0.54% Add +0.1% 9,475 $513K
Cordgrass Capital Advisors, LLC 0.13% Add +1.1% 9,474 $513K
Portland Financial Advisors Inc 1.09% Add +0.5% 9,449 $512K
Tiemann Investment Advisors, LLC 0.19% No change 9,355 $507K
Moneco Advisors, LLC 0.04% Add +0.3% 9,348 $506K
Oarsman Capital, Inc. 0.07% Reduce -7.4% 9,342 $506K
Murphy & Mullick Capital Management Corp 0.37% No change 9,284 $503K
Ceera Investments, LLC 0.16% No change 9,280 $503K
Probity Advisors, Inc. 0.08% Reduce -0.4% 9,246 $501K
TFB Advisors LLC 0.15% Reduce -7.1% 9,358 $501K
LVW Advisors, LLC 0.05% Add +19.8% 9,236 $500K
Pekin Hardy Strauss, Inc. 0.05% Add +9.6% 9,217 $499K
Charis Legacy Partners, LLC 0.74% Add +2.3% 9,207 $499K
Exchange Bank 0.34% Add +11.5% 9,069 $491K
Affinity Capital Advisors, LLC 0.07% Reduce -0.0% 8,932 $488K
Cadent Capital Advisors, LLC 0.13% New 8,998 $488K
Dover Advisors, LLC 0.19% Add +2.9% 8,988 $487K
Councilmark Asset Management, LLC 0.27% No change 8,840 $479K
Nicolet Advisory Services, LLC 0.04% Add +4.7% 8,755 $479K
Duncker Streett & Co. Inc. 0.08% Add +0.2% 8,815 $478K
Forza Wealth Management, LLC 0.18% Reduce -13.6% 8,797 $477K
Bank of Marin 0.34% Reduce -5.6% 8,776 $475K
Burt Wealth Advisors 0.12% Reduce -2.3% 8,761 $475K
Cambria Investment Management, L.P. 0.03% New 8,727 $473K
Vista Capital Partners, Inc. 0.05% Add +34.8% 8,687 $471K
Bridgewater Advisors Inc. 0.03% Reduce -1.7% 8,607 $470K
Baldwin Investment Management, LLC 0.05% Add +0.1% 8,672 $470K
Optima Capital LLC 0.23% Reduce -17.8% 8,658 $469K
Parkwoods Wealth Partners, LLC 0.16% New 8,642 $468K
5T Wealth, LLC 0.20% Add +3.0% 8,627 $467K
Klingenstein Fields & Co. LP 0.02% Add +0.0% 8,603 $466K
Pinnacle Financial Group, LLC / IL 0.14% Add +6.4% 8,591 $465K
Econ Financial Services Corp 0.23% Reduce -92.4% 8,563 $464K
TriaGen Wealth Management LLC 0.12% Reduce -0.9% 8,558 $464K
Atlanta Consulting Group Advisors, LLC 0.11% No change 8,511 $461K
Post Resch Tallon Group Inc. 0.41% Add +0.0% 8,498 $460K
Hubbell Strickland Wealth Management, LLC 0.19% Add +7.2% 8,497 $460K
Horizons Wealth Management 0.31% Add +1.9% 8,454 $458K
Vawter Financial, Ltd. 0.21% Add +100.6% 8,442 $457K
Blue Barn Wealth, LLC 0.20% Reduce -9.7% 8,436 $457K
Flputnam Investment Management Co. 0.01% Reduce -33.2% 8,423 $456K
Pacific Financial Group Inc. 0.34% Add +24.9% 8,419 $456K
Hill Island Financial LLC 0.11% Reduce -0.5% 8,383 $454K
GAMMA Investing LLC 0.02% No change 8,336 $452K
Sage Investment Counsel LLC 0.50% Reduce -4.2% 8,323 $451K
Twin Peaks Wealth Advisors, LLC 0.15% Add +0.4% 8,252 $447K
Financial Perspectives, Inc 0.12% Add +0.7% 8,238 $446K
Evolution Wealth Advisors, LLC 0.06% Reduce -67.3% 8,226 $446K
Impact Capital Partners LLC 0.13% Reduce -0.5% 8,212 $445K
Legacy Wealth Asset Management, LLC 0.11% No change 8,210 $445K
Smith Salley Wealth Management 0.02% Add +1.7% 8,192 $444K
Evernest Financial Advisors, LLC 0.12% Add +22.4% 8,164 $442K
SeaCrest Wealth Management, LLC 0.05% Add +4.1% 8,030 $442K
Pinney & Scofield, Inc. 0.27% No change 8,135 $441K
EnRich Financial Partners LLC 0.12% Reduce -0.3% 8,099 $439K
Coordinated Financial Services, Inc. 0.28% Add +0.4% 8,090 $438K
Mayfair Advisory Group, LLC 0.19% Add +7.0% 8,060 $437K
Summit Global Investments 0.03% Reduce -10.7% 8,043 $436K
Client 1ST Advisory Group, LLC 0.14% No change 8,019 $434K
Uptown Financial Advisors LLC 0.38% Reduce -2.8% 8,015 $434K
JTC Employer Solutions Trustee Ltd 0.04% No change 8,020 $434K
Rothschild Capital Partners, LLC 0.10% Reduce -0.4% 7,982 $432K
Maryland Capital Advisors Inc. 0.15% Reduce -0.1% 7,968 $432K
McDonald Partners LLC 0.13% Add +4.9% 7,965 $432K
First PREMIER Bank 0.10% Reduce -7.5% 7,903 $428K
Security National Bank of So Dak 0.22% Reduce -1.2% 7,897 $428K
Capital Management Associates, Inc 0.12% Add +2.9% 7,880 $427K
Telos Capital Management, Inc. 0.04% Reduce -1.7% 7,868 $426K
Partners Capital Investment Group, LLP 0.02% Add +0.5% 7,865 $426K
Dimension Capital Management LLC 0.06% No change 7,852 $425K
Melfa Wealth Management, Inc. 0.25% Add +0.0% 7,831 $424K
Thompson Siegel & Walmsley LLC 0.01% No change 7,818 $424K
Intergy Private Wealth, LLC 0.13% Add +0.8% 7,819 $424K
SKY-Mountain Capital Management, Inc. 0.30% Reduce -11.8% 7,769 $423K
SMH Capital Advisors Inc. 0.86% Reduce -1.1% 7,652 $421K
Founders Financial Securities LLC 0.03% Reduce -15.0% 7,758 $420K
Well Done, LLC 0.07% Add +3.9% 7,745 $420K
Alteri Wealth LLC 0.14% Add +7.5% 7,709 $418K
Marino, Stram & Associates LLC 0.07% Add +7.1% 7,694 $417K
Guyasuta Investment Advisors Inc. 0.02% Reduce -16.3% 7,685 $416K
Mma Asset Management LLC 0.14% Reduce -2.7% 7,651 $415K
Fee-Only Financial Planning, L.C. 0.24% Reduce -2.5% 7,640 $414K
Inlight Wealth Management, LLC 0.19% No change 69,969 $412K
Aua Capital Management, LLC 0.23% Add +2.7% 7,592 $411K
Gries Financial LLC 0.07% Add +2.2% 7,587 $411K
St. Clair Advisors, LLC 0.11% Add +0.5% 7,579 $411K
Integris Wealth Management, LLC 0.10% No change 7,573 $410K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -0.7% 7,557 $409K
Jeppson Wealth Management, LLC 0.13% Add +0.3% 7,520 $407K
American Capital Advisory, LLC 0.19% Add +2.9% 7,502 $406K
Bridge Creek Capital Management LLC 0.11% New 7,495 $406K
Turtle Creek Wealth Advisors, LLC 0.04% New 7,447 $403K
DKM Wealth Management, Inc. 0.32% Reduce -0.4% 7,446 $403K
Western Wealth Management, LLC 0.02% Add +15.5% 7,442 $403K
Level Four Advisory Services, LLC 0.01% Add +3.8% 7,389 $400K
Nottingham Advisors, Inc. 0.06% Reduce -2.6% 7,382 $400K
Caldwell Trust Co 0.04% Reduce -12.6% 7,381 $400K
Kathleen S. Wright Associates Inc. 0.15% Add +0.0% 7,370 $399K
Libra Wealth LLC 0.12% No change 7,333 $397K
McIlrath & Eck, LLC 0.04% Reduce -0.1% 7,332 $397K
Goepper Burkhardt LLC 0.14% Reduce -1.9% 7,318 $396K
Urban Financial Advisory Corp 0.18% Reduce -24.4% 7,272 $394K
Dearborn Partners LLC 0.02% Add +5.0% 7,268 $394K
Silver Oak Advisory Group, Inc. 0.18% Reduce -8.6% 7,260 $393K
Pitti Group Wealth Management, LLC 0.33% Add +18.9% 7,241 $392K
Sterling Capital Management LLC 0.01% Reduce -13.4% 7,227 $392K
Empirical Asset Management, LLC 0.11% Add +6.6% 7,222 $391K
Bell Investment Advisors, Inc 0.06% Add +8.8% 7,203 $390K
Sound Income Strategies, LLC 0.02% Add +0.3% 7,157 $390K
Financial Alternatives, Inc 0.23% Add +10.2% 7,163 $388K
Kestra Investment Management, LLC 0.01% Add +0.9% 7,162 $388K
Ironwood Wealth Management, LLC. 0.13% Reduce -0.7% 7,160 $388K
Squarepoint Ops LLC 0.00% New 7,141 $387K
Moloney Securities Asset Management, LLC 0.05% Add +45.8% 7,137 $387K
Twin City Private Wealth, LLC 0.30% Add +12.0% 7,114 $385K
Matisse Capital 0.17% No change 7,107 $385K
Norway Savings Bank 0.19% Reduce -15.8% 7,100 $385K
Darden Wealth Group Inc 0.20% Add +2.7% 7,084 $384K
Mountain Capital Investment Advisors Inc. 0.07% Reduce -95.9% 7,038 $384K
Wealth Management Nebraska 0.05% Add +1.1% 7,081 $384K
Carmel Capital Partners, LLC 0.16% Reduce -19.4% 7,079 $384K
Lodestone Wealth Management LLC 0.17% Reduce -0.8% 7,054 $382K
LCNB Corp. 0.13% Reduce -1.4% 7,043 $382K
Accel Wealth Management 0.11% Add +1.5% 7,040 $381K
Fortress Wealth Management, Inc. 0.17% Reduce -2.2% 7,031 $381K
Sonoma Private Wealth LLC 0.46% Add +10.8% 7,031 $381K
Elser Financial Planning, Inc 0.46% Reduce -5.9% 6,964 $381K
Index Fund Advisors, Inc. 0.02% Add +0.2% 7,013 $380K
Advyzon Investment Management, LLC 0.07% Reduce -15.4% 7,012 $380K
Latitude Advisors, LLC 0.17% Reduce -1.0% 7,010 $380K
RiverFront Investment Group, LLC 0.01% No change 6,975 $378K
1832 Asset Management L.P. 0.00% Reduce -2.3% 6,962 $377K
Transamerica Financial Advisors, LLC 0.03% Add +231466.7% 6,947 $376K
CGC Financial Services, LLC 0.10% Reduce -3.3% 6,913 $375K
Shorepoint Capital Partners LLC 0.07% — 6,901 $374K
Accurate Wealth Management, LLC 0.05% Reduce -6.0% 6,979 $374K
Legacy Financial Group LLC 0.05% Add +0.0% 6,873 $372K
Kirtland Hills Capital Management, LLC 0.15% Add +5.4% 6,822 $370K
Fidelity D & D Bancorp Inc. 0.20% No change 6,815 $369K
RAM Investment Partners, LLC 0.07% Add +2.9% 6,809 $369K
TPG Advisors LLC 0.24% Add +6.6% 6,790 $368K
First Financial Bank - Trust Division 0.03% No change 6,773 $367K
Curran Financial Partners, LLC 0.07% Add +3.6% 6,719 $364K
Americana Partners, LLC 0.01% No change 6,711 $364K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -4.7% 6,710 $364K
Capstone Wealth Management Group LLC 0.23% Add +16.9% 6,697 $363K
Independent Wealth Network Inc. 0.12% Add +4.8% 6,685 $362K
Leigh Baldwin & Co., LLC 0.20% Reduce -3.2% 6,676 $362K
Capital Planning LLC 0.11% Add +46.1% 6,673 $362K
YHB Investment Advisors, Inc. 0.03% Reduce -5.3% 6,672 $361K
Raleigh Capital Management Inc. 0.14% Reduce -9.5% 6,664 $361K
SlateStone Wealth, LLC 0.03% Reduce -39.8% 6,668 $361K
Grandfield & Dodd, LLC 0.02% Reduce -3.0% 6,658 $361K
Proficio Capital Partners LLC 0.02% No change 6,655 $361K
Oak Family Advisors, LLC 0.12% Add +0.9% 6,637 $360K
MAS Advisors LLC 0.57% Reduce -1.8% 6,634 $359K
Geometric Wealth Advisors 0.05% Add +5.2% 6,633 $359K
Patton Albertson Miller Group, LLC 0.04% No change 6,625 $359K
Cypress Point Wealth Management, LLC 0.07% New 6,584 $357K
Caliber Wealth Management, LLC / KS 0.04% Reduce -3.7% 6,503 $352K
Clarity Wealth Advisors, LLC 0.08% Add +1.8% 6,487 $351K
Alexander Randolph Advisory, Inc. 0.29% Add +16.1% 6,483 $351K
Sterling Financial Planning, Inc. 0.11% Add +3.5% 6,482 $351K
Arlington Trust Co LLC 0.06% No change 6,477 $351K
Cromwell Holdings LLC 0.19% New 6,475 $351K
Broadleaf Partners, LLC 0.07% No change 6,472 $351K
RDA Financial Network 0.09% Reduce -13.3% 6,466 $350K
MJT & Associates Financial Advisory Group, Inc. 0.28% Reduce -3.7% 6,461 $350K
Finward Bancorp 0.26% New 6,399 $347K
Laffer Tengler Investments, Inc. 0.07% Reduce -55.6% 6,397 $347K
Potomac Fund Management Inc. 0.01% Reduce -3.0% 6,380 $346K
Fortis Capital Management LLC 0.05% Reduce -77.1% 6,373 $345K
State Street Corp. 0.00% New 6,370 $345K
Colton Groome Financial Advisors, LLC 0.11% No change 6,351 $344K
TFC Financial Management, Inc. 0.04% Reduce -7.3% 6,315 $342K
Stage Harbor Financial, LLC 0.25% Reduce -6.7% 6,314 $342K
VeraBank, N.A. 0.06% No change 6,302 $341K
Neumann Capital Management, LLC 0.10% No change 6,300 $341K
Cabana LLC 2.08% Reduce -13.1% 6,288 $341K
FAS Wealth Partners, Inc. 0.02% Add +0.4% 6,288 $341K
Binnacle Investments Inc 0.20% No change 6,269 $340K
Claris Financial LLC 0.19% Reduce -4.7% 6,266 $340K
Investmark Advisory Group LLC 0.15% Add +6.4% 6,250 $339K
Cape Investment Advisory, Inc. 0.33% Reduce -15.4% 6,240 $338K
Accredited Investors Inc. 0.02% Add +13.7% 6,237 $338K
CVA Family Office, LLC 0.04% Add +0.0% 6,224 $337K
ABLE Financial Group, LLC 0.07% No change 6,220 $337K
Cynosure Group, LLC 0.04% No change 6,217 $337K
Montgomery Investment Management Inc. 0.12% No change 6,200 $336K
Strait & Sound Wealth Management LLC 0.13% Reduce -6.4% 6,175 $335K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -2.6% 6,161 $334K
Clarendon Private LLC 0.30% No change 6,159 $334K
Patten & Patten Inc. 0.02% Reduce -7.6% 6,120 $332K
Sloy Dahl & Holst, LLC 0.04% Add +2.8% 6,114 $331K
Heritage Financial Services, LLC 0.03% Reduce -11.7% 6,114 $331K
Apollon Financial, LLC 0.06% Add +39.8% 6,110 $331K
Evergreen Private Wealth LLC 0.13% Add +6.7% 6,100 $330K
Bond & Devick Financial Network, Inc. 0.10% No change 6,082 $330K
Confluence Wealth Services, Inc. 0.02% Add +0.6% 6,055 $328K
Ridgewood Investments LLC 0.14% Add +14.0% 6,050 $328K
Anchor Investment Management, LLC 0.03% Add +0.1% 5,995 $325K
Ruedi Wealth Management, Inc. 0.09% Add +0.5% 5,967 $323K
Spinnaker Investment Group, LLC 0.06% New 5,957 $323K
Forthright Family Wealth Advisory LLC 0.20% Reduce -10.6% 5,918 $321K
Swisher Financial Concepts, Inc. 0.19% Reduce -7.1% 5,912 $320K
Blue Bell Private Wealth Management, LLC 0.05% Add +0.9% 5,909 $320K
Longview Financial Advisors LLC 0.18% Add +34.5% 5,899 $320K
Destiny Wealth Partners, LLC 0.04% Add +31.7% 5,896 $319K
Teachers Insurance & Annuity Association of America 0.38% No change 5,894 $319K
KKM Financial LLC 0.10% Reduce -0.7% 5,889 $319K
Mystic Asset Management, Inc. 0.07% Add +3.5% 5,881 $319K
Integral Investment Advisors, Inc. 0.09% Reduce -5.0% 5,862 $318K
Transcendent Capital Group LLC 0.14% Add +0.2% 5,859 $317K
Madison Asset Management, LLC 0.00% No change 5,851 $317K
Trifecta Capital Advisors, LLC 0.05% No change 5,848 $317K
Riverview Capital Advisers, LLC 0.09% No change 5,846 $317K
Advisors Capital Management, LLC 0.00% Add +6.0% 5,842 $317K
Somerset Trust Co 0.10% New 5,797 $314K
Wick Capital Partners, LLC 0.07% Reduce -80.9% 5,725 $310K
Forum Private Client Group LLC 0.11% Add +0.0% 5,718 $310K
Oldfather Financial Services, LLC 0.10% Reduce -6.1% 5,711 $309K
LJI Wealth Management, LLC 0.05% Reduce -30.2% 5,695 $309K
Investor's Fiduciary Advisor Network, LLC 0.10% Reduce -5.6% 5,689 $308K
Whalen Wealth Management Inc. 0.18% New 5,667 $307K
NWF Advisory Services Inc. 0.03% Add +12.4% 5,645 $306K
Argent Advisors, Inc. 0.09% No change 5,636 $305K
LFA - Lugano Financial Advisors SA 0.16% No change 5,621 $305K
Gibraltar Capital Management, Inc. 0.05% Add +0.5% 5,620 $304K
Pallas Capital Advisors LLC 0.01% No change 5,602 $304K
Barclays PLC 0.00% Add +27.3% 5,601 $303K
Edge Financial Advisors LLC 0.14% New 5,576 $302K
Cullen Capital Management, LLC 0.00% Reduce -33.8% 5,575 $302K
Calamos Wealth Management LLC 0.01% Reduce -12.0% 5,574 $302K
New Harbor Financial Group, LLC 0.06% Add +2.6% 5,567 $302K
Seed Wealth Management, Inc. 0.21% No change 5,550 $301K
Activest Wealth Management 0.06% Reduce -6.1% 5,549 $301K
Crux Wealth Advisors 0.12% Reduce -19.2% 5,541 $300K
William Howard & Co Financial Advisors Inc 0.26% Add +0.2% 5,538 $300K
American State Bank (Iowa) 0.15% Add +4.6% 5,537 $300K
Yoffe Investment Management, LLC 0.39% No change 5,529 $300K
Primoris Wealth Advisors, LLC 0.19% No change 5,502 $298K
Essential Planning, LLC. 0.10% Reduce -3.6% 5,499 $298K
Sage Mountain Advisors LLC 0.02% No change 5,473 $297K
Security National Bank of Sioux City Iowa 0.19% Reduce -0.5% 5,470 $296K
Macroview Investment Management LLC 0.22% Add +9.8% 5,468 $296K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $296K
TCV Trust & Wealth Management, Inc. 0.02% New 5,440 $295K
Jag Capital Management, LLC 0.03% Reduce -1.5% 5,432 $294K
Orgel Wealth Management, LLC 0.01% Add +5.2% 5,431 $294K
IVC Wealth Advisors LLC 0.13% New 5,418 $294K
SouthState Bank Corp 0.01% Reduce -34.4% 5,409 $293K
Prospera Capital Management, LLC 0.14% No change 5,409 $293K
American Institute for Advanced Investment Management, LLP 0.19% No change 5,408 $293K
Benningfield Financial Advisors, LLC 0.23% Reduce -8.4% 5,361 $290K
Front Row Advisors LLC 0.10% Reduce -3.1% 5,354 $290K
LOM Asset Management Ltd 0.09% Add +122.5% 5,340 $289K
Rainier Family Wealth Inc. 0.26% No change 5,334 $289K
Richard W. Paul & Associates, LLC 0.10% Add +0.1% 5,330 $289K
Sunpointe, LLC 0.10% Reduce -36.3% 5,330 $289K
Advance Capital Management, Inc. 0.01% Add +0.0% 5,309 $288K
Fairman Group, LLC 0.23% Add +0.5% 5,308 $288K
Evelyn Partners Asset Management Ltd 0.06% No change 5,267 $285K
Stockman Wealth Management, Inc. 0.04% Reduce -7.4% 5,264 $285K
Stanich Group LLC 0.17% Reduce -4.2% 5,262 $285K
WPG Advisers, LLC 0.22% Reduce -0.8% 5,246 $284K
Biltmore Family Office, LLC 0.04% No change 5,245 $284K
Oakworth Capital, Inc. 0.02% Add +23.2% 5,244 $284K
Resources Management Corp. /CT/ 0.04% Reduce -0.1% 5,230 $283K
Nomura Asset Management Co. Ltd. 0.00% New 5,200 $282K
Cooper Financial Group 0.03% Reduce -0.2% 5,177 $280K
Orca Wealth Management, LLC 0.21% No change 5,173 $280K
Perennial Investment Advisors, LLC 0.02% Reduce -32.6% 5,171 $280K
Cornerstone Advisors Asset Management, LLC 0.05% No change 5,170 $280K
Freedom Investment Management, Inc. 0.07% Reduce -82.1% 5,163 $280K
Redmond Asset Management, LLC 0.07% Add +0.2% 5,162 $280K
Villere St Denis J & Co. LLC 0.03% No change 5,153 $279K
Farnam Financial LLC 0.22% Reduce -0.1% 5,135 $278K
Adirondack Trust Co. 0.09% No change 5,130 $278K
Hengehold Capital Management LLC 0.02% Reduce -2.7% 5,113 $277K
Seneschal Advisors, LLC 0.20% Reduce -0.9% 5,080 $275K
Dudley Capital Management, LLC 0.12% Add +19.2% 5,074 $275K
Team Hewins, LLC 0.09% No change 5,067 $275K
Private Capital Management, LLC 0.03% Add +8.2% 5,064 $274K
Wealth Dimensions Group, Ltd. 0.06% Add +6.2% 5,048 $273K
McMill Wealth Management 0.08% No change 5,035 $273K
AAF Wealth Management, LLC 0.12% Reduce -6.1% 5,008 $271K
Athena Investment Management 0.14% Add +7.2% 5,007 $271K
Canvas Wealth Advisors, LLC 0.05% No change 4,951 $271K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 5,004 $271K
Altfest L J & Co. Inc. 0.03% Add +0.1% 5,001 $271K
Ameliora Wealth Management Ltd. 0.09% No change 5,000 $271K
Sagespring Wealth Partners, LLC 0.01% Add +5.4% 4,998 $271K
Jump Financial, LLC 0.00% New 4,989 $270K
Aprio Wealth Management, LLC 0.03% Add +6.4% 4,977 $270K
Capital Advisors Wealth Management, LLC 0.04% Reduce -1.5% 4,963 $269K
Brass Tax Wealth Management, Inc. 0.04% Reduce -13.8% 4,955 $268K
Olde Wealth Management, LLC 0.08% — 4,857 $268K
Great Hill Capital LLC 0.22% — 4,945 $268K
Woodside Wealth Management LLC 0.21% No change 4,931 $267K
Insight Advisors, LLC/ PA 0.04% Reduce -27.5% 4,927 $267K
Genesis Private Wealth, LLC 0.11% Add +5.7% 4,922 $267K
Northstar Asset Management Inc. 0.07% New 4,912 $266K
Colonial Trust Co / SC 0.04% No change 4,906 $266K
Pettinga Financial Advisors LLC 0.05% Reduce -18.8% 4,865 $264K
Vantage Point Financial LLC 0.10% New 4,846 $263K
First Foundation Advisors 0.01% Add +0.2% 4,845 $263K
Burkett Financial Services, LLC 0.09% Reduce -0.3% 4,828 $262K
Eq LLC 0.09% Add +0.2% 4,795 $260K
Coastal Bridge Advisors, LLC 0.02% Add +4.3% 4,791 $260K
Power Wealth Management LLC 0.09% Add +0.8% 4,790 $260K
Archvest Wealth Advisors, Inc. 0.23% Reduce -9.4% 4,783 $259K
Instrumental Wealth, LLC 0.18% Add +0.0% 4,687 $259K
Quadrant Private Wealth Management, LLC 0.05% Reduce -22.6% 4,736 $257K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.0% 4,729 $256K
S.A. Mason LLC 0.11% No change 4,720 $256K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +6.8% 4,719 $256K
Westfuller Advisors, LLC 0.12% Add +0.5% 4,717 $256K
Foster Dykema Cabot & Partners, LLC 0.02% No change 4,717 $256K
Community Bank & Trust, Waco, Texas 0.05% No change 4,707 $255K
Emergent Wealth Advisors, LLC 0.15% Add +0.7% 4,702 $255K
Wealth Alliance, LLC 0.03% Add +12.0% 4,686 $254K
Caitlin John, LLC 0.18% Add +0.2% 4,670 $253K
Curi Capital, LLC 0.00% Reduce -17.3% 4,652 $252K
Chico Wealth RIA 0.17% Reduce -1.4% 4,640 $251K
Retirement Planning Co of New England, Inc. 0.10% Reduce -2.4% 4,633 $251K
Tillman Hartley LLC 0.06% Reduce -55.5% 4,619 $250K
Pine Haven Investment Counsel, Inc 0.18% No change 4,609 $250K
Trexquant Investment LP 0.00% New 4,606 $250K
Trellis Wealth Advisors LLC 0.10% No change 4,600 $249K
FDx Advisors, Inc. 0.07% Reduce -7.2% 4,531 $249K
RKL Wealth Management LLC 0.02% Reduce -1.0% 4,589 $249K
Dana Investment Advisors, Inc. 0.01% New 4,578 $248K
Pacific Sage Partners, LLC 0.04% No change 4,570 $248K
Worth Financial Advisory Group, LLC 0.14% Add +6.8% 4,569 $248K
Millington Financial Advisors, LLC 0.12% Add +15.3% 4,582 $247K
Kelly Financial Services LLC 0.06% Reduce -2.6% 4,555 $247K
Coastwise Capital Group, LLC 0.17% Reduce -37.8% 4,547 $246K
WealthPLAN Partners, LLC 0.04% No change 4,536 $246K
Five Pine Wealth Management 0.17% Reduce -9.5% 4,531 $245K
Vickerman Investment Advisors, Inc. 0.05% Add +0.0% 4,530 $245K
Gateway Wealth Partners, LLC 0.03% New 4,523 $245K
Stonebridge Capital Advisors LLC 0.02% Add +6.1% 4,521 $245K
Fiduciary Family Office, LLC 0.07% No change 4,517 $245K
Weitzel Financial Services, Inc. 0.10% No change 4,568 $245K
Avalon Capital Management 0.06% No change 4,506 $244K
W Advisors, LLC 0.13% No change 4,498 $244K
PCG Asset Management, LLC 0.20% New 4,490 $243K
EagleClaw Capital Managment, LLC 0.03% No change 4,484 $243K
Anson Capital, Inc. 0.18% Add +2.7% 4,482 $243K
JBR Co Financial Management Inc 0.10% Reduce -29.2% 4,473 $242K
Byrne Asset Management LLC 0.17% Reduce -5.8% 4,455 $241K
Bellwether Advisors, LLC 0.04% No change 4,455 $241K
Lighthouse Financial LLC 0.16% No change 4,450 $241K
Vestia Personal Wealth Advisors 0.13% Reduce -39.1% 4,437 $240K
Private Wealth Group, LLC 0.12% New 4,419 $239K
Tactive Advisors, LLC 0.07% Add +4.9% 4,419 $239K
Keebeck Wealth Management 0.03% Add +0.3% 4,418 $239K
Center For Asset Management LLC 0.13% New 4,413 $239K
Birchbrook, Inc. 0.12% No change 4,412 $239K
Sincerus Advisory, LLC 0.20% Reduce -3.5% 4,402 $239K
FMB Wealth Management 0.10% No change 4,396 $238K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -44.5% 4,392 $238K
Fragasso Financial Advisors Inc 0.01% New 4,339 $238K
Perkins Coie Trust Co 0.04% No change 4,378 $237K
East Coast Asset Management, LLC. 0.07% No change 4,337 $235K
Alhambra Investment Management LLC 0.11% Add +4.2% 4,330 $235K
Strategic Wealth Partners, Ltd. 0.02% Add +6.2% 4,328 $234K
Fortress Financial Group, LLC 0.18% Add +0.1% 4,324 $234K
Portside Wealth Group, LLC 0.03% New 4,309 $233K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,300 $233K
National Wealth Management Group, LLC 0.09% New 4,297 $233K
Traynor Capital Management, Inc. 0.01% Reduce -5.6% 4,285 $232K
SC&H Financial Advisors, Inc. 0.04% Reduce -19.9% 4,274 $232K
Droms Strauss Advisors Inc. /Mo/ 0.07% No change 4,267 $231K
FPC Investment Advisory, Inc. 0.14% No change 4,256 $231K
Planning Directions Inc. 0.12% Add +0.6% 4,238 $230K
Old Second National Bank of Aurora 0.05% Reduce -0.1% 4,229 $229K
WNY Asset Management, LLC 0.02% No change 4,213 $228K
Sunbelt Securities, Inc. 0.02% Add +0.8% 4,212 $228K
Parisi Gray Wealth Management 0.06% Reduce -4.2% 4,203 $228K
Navigation Wealth Management, Inc. 0.33% New 4,191 $227K
Retirement Income Solutions, Inc. 0.04% Reduce -14.0% 4,181 $227K
Semitam Bonam LLC 0.20% No change 4,171 $226K
Waddell & Associates, LLC 0.02% Reduce -1.4% 4,158 $225K
Magnolia Private Wealth, LLC 0.17% Reduce -41.5% 4,155 $225K
Peregrine Asset Advisers, Inc. 0.07% Add +0.1% 4,154 $225K
Cadence Bank 0.01% Reduce -11.3% 4,148 $225K
First Merchants Corp. 0.01% New 4,145 $225K
DT Investment Partners, LLC 0.02% No change 4,140 $224K
West Paces Advisors Inc. 0.04% Add +7.9% 4,134 $224K
GM Advisory Group, LLC 0.01% Add +0.0% 4,096 $222K
Midland Wealth Advisors, LLC 0.01% Reduce -1.0% 4,092 $222K
Fortitude Advisory Group L.L.C. 0.12% New 4,087 $221K
McDaniel Terry & Co. 0.02% No change 4,078 $221K
Garrison Point Advisors, LLC 0.09% New 4,076 $221K
Douglass Winthrop Advisors, LLC 0.00% New 4,072 $221K
Cardinal Point Capital Management ULC 0.02% Reduce -9.9% 4,079 $220K
Beacon Bank & Trust 0.05% Reduce -3.1% 4,045 $219K
Sensible Money, LLC 0.07% New 4,041 $219K
Advisor OS, LLC 0.02% New 4,035 $219K
Canal Capital Management, LLC 0.03% Reduce -44.6% 4,033 $219K
49 Wealth Management, LLC 0.02% New 4,025 $218K
MPS Loria Financial Planners, LLC 0.06% New 4,024 $218K
NTV Asset Management LLC 0.02% New 4,021 $218K
Whitegate Investment Counselors, Inc. 0.07% New 4,014 $217K
Kennicott Capital Management LLC 0.10% Reduce -7.7% 4,013 $217K
Omega Financial Group, LLC 0.07% Reduce -3.2% 4,006 $217K
Franklin, Parlapiano, Turner & Welch, LLC 0.05% New 4,000 $217K
TrueWealth Advisors, LLC 0.06% New 3,988 $216K
Mach-1 Financial Group, LLC 0.03% New 3,978 $216K
Integrity Advisory Solutions, LLC 0.03% — 3,978 $216K
Hidden Cove Wealth Management, LLC 0.14% New 3,964 $215K
Bogart Wealth, LLC 0.01% Reduce -9.0% 3,952 $214K
Camelot Technology Advisors, Inc. 0.17% New 3,928 $213K
Riverbend Wealth Management, LLC 0.15% Reduce -4.2% 3,916 $212K
Principle Wealth Partners LLC 0.01% New 3,909 $212K
Wallace Advisory Group, LLC 0.17% New 4,271 $211K
LGL Partners, LLC 0.09% New 3,888 $211K
Ehrlich Financial Group 0.12% New 3,880 $210K
Cottage Street Advisors LLC 0.09% New 3,880 $210K
M Wealth Management, LLC 0.18% New 3,877 $210K
Shayne & Jacobs, LLC 0.06% Reduce -5.8% 3,872 $210K
Ballentine Capital Advisors, Inc 0.09% New 3,860 $209K
Christensen, King & Associates Investment Services, Inc. 0.09% New 3,851 $209K
Discipline Wealth Solutions, LLC 0.06% New 3,849 $209K
Curtis Advisory Group, LLC 0.05% New 3,838 $208K
Caldwell Sutter Capital, Inc. 0.09% Add +0.3% 3,811 $206K
Hippocratic Financial Advisors, LLC 0.10% New 3,798 $206K
Intellectus Partners, LLC 0.04% New 3,796 $206K
Barnes Dennig Private Wealth Management LLC 0.22% Add +18.1% 3,788 $205K
American National Bank & Trust 0.02% Reduce -83.3% 3,784 $205K
Collaborative Wealth Managment Inc. 0.08% New 3,784 $205K
Versant Capital Management, Inc 0.03% Add +0.1% 3,770 $204K
Redhawk Wealth Advisors, Inc. 0.02% New 3,757 $204K
Union Bancaire Privee, UBP SA 0.00% No change 4,292 $203K
Cordatus Wealth Management LLC 0.05% New 3,739 $203K
Horizon Investment Services, LLC 0.08% New 3,736 $202K
First County Bank 0.10% New 3,733 $202K
Wetzel Investment Advisors, Inc. 0.09% New 3,716 $201K
Atticus Wealth Management, LLC 0.05% Add +22.4% 3,715 $201K
Strategic Advisors LLC 0.03% New 3,709 $201K
Wincap Financial LLC 0.14% Reduce -34.2% 3,706 $201K
Pandora Wealth, Inc. 0.12% No change 3,696 $200K
Blodgett Wealth Advisors, LLC 0.14% New 3,692 $200K
HHM Wealth Advisors, LLC 0.02% No change 3,680 $199K
Richards, Merrill & Peterson, Inc. 0.08% New 3,628 $197K
Realta Investment Advisors 0.07% Add +46.9% 3,625 $196K
J.Safra Asset Management Corp 0.01% No change 3,620 $196K
Vestor Capital, LLC 0.01% New 3,600 $195K
Pin Oak Investment Advisors Inc. 0.13% No change 3,485 $189K
Physician Wealth Advisors, Inc. 0.03% Reduce -4.0% 3,479 $188K
Mascoma Wealth Management LLC 0.04% Add +477.4% 3,447 $187K
S&T Bank 0.05% Add +110.1% 3,422 $185K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,337 $181K
Corundum Trust Company, INC 0.39% New 3,325 $180K
Kennebec Savings Bank 0.16% No change 3,269 $177K
First Pacific Financial 0.02% Add +0.5% 3,185 $173K
Rossby Financial, LCC 0.06% Add +5.6% 3,070 $167K
Imprint Wealth LLC 0.53% — 3,046 $165K
Security National Bank 0.02% Add +25.6% 3,004 $163K
Noble Wealth Management PBC 0.09% — 2,987 $162K
Lowe Wealth Advisors, LLC 0.06% Add +0.5% 2,905 $157K
Rothschild Investment LLC 0.01% Add +0.1% 2,879 $156K
Tacita Capital Inc 0.09% No change 2,833 $153K
Ramirez Asset Management, Inc. 0.02% No change 2,818 $153K
Guerra Advisors Inc 0.06% New 2,816 $153K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.7% 2,782 $152K
CKW Financial Group 0.02% Reduce -0.5% 2,756 $150K
Salem Investment Counselors Inc. 0.00% Reduce -2.7% 2,740 $148K
Cornerstone National Bank & Trust Co 0.06% No change 2,717 $147K
EMC Capital Management 0.07% New 2,622 $142K
Concord Wealth Partners 0.02% Reduce -5.5% 2,611 $141K
First Community Trust NA 0.11% Add +5.8% 2,547 $138K
GPS Wealth Strategies Group, LLC 0.01% Reduce -0.5% 2,504 $136K
USA Financial Formulas 0.02% Reduce -20.8% 2,473 $134K
Nexus Investment Management ULC 0.02% No change 2,457 $133K
Global Trust Asset Management, LLC 0.06% Reduce -18.0% 2,448 $133K
Harbor Investment Advisory, LLC 0.01% Add +11.0% 2,437 $132K
Coston, McIsaac & Partners 0.03% No change 2,445 $132K
Evelyn Partners Investment Management LLP 0.00% No change 2,432 $132K
Cornerstone Planning Group LLC 0.02% Reduce -37.6% 1,430 $131K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -38.4% 2,410 $131K
Nalls Sherbakoff Group, LLC 0.08% Add +0.5% 2,299 $125K
Rogco, LP 0.04% No change 2,289 $124K
SG Americas Securities, LLC 0.00% Reduce -8.4% 2,291 $124K
Armstrong Advisory Group, Inc. 0.01% Add +20.2% 2,281 $124K
Essential Partners LLC 0.04% No change 2,157 $117K
Hollencrest Capital Management 0.00% Add +34.2% 2,155 $117K
Roehl & Yi Investment Advisors, LLC 0.05% No change 21,824 $115K
Independence Bank of Kentucky 0.01% No change 2,107 $114K
Evolution Wealth Management Inc. 0.12% Add +0.1% 2,100 $114K
Piscataqua Savings Bank 0.09% Add +93.1% 2,074 $112K
First Command Advisory Services, Inc. 0.00% Add +10.9% 2,016 $109K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,986 $109K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.2% 1,954 $106K
Main Street Group, LTD 0.03% Add +0.2% 1,919 $104K
Mendota Financial Group, LLC 0.08% Add +3264.9% 1,918 $104K
Evensky & Katz LLC 0.01% Add +0.5% 1,900 $103K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,885 $102K
Plante Moran Financial Advisors, LLC 0.01% Add +1171.2% 1,856 $101K
Hoey Investments, Inc. 0.01% Add +0.5% 1,848 $100K
Chesapeake Asset Management LLC 0.09% No change 1,838 $100K
Aberdeen Wealth Management LLC 0.06% Add +0.1% 1,824 $99K
Cedar Wealth Management, LLC 0.03% No change 1,780 $96K
Signature Resources Capital Management, LLC 0.05% Add +324.6% 1,741 $94K
TruNorth Capital Management, LLC 0.02% New 1,702 $92K
Capital Advisors, Ltd. LLC 0.01% No change 1,702 $92K
Operose Advisors LLC 0.02% Add +203.8% 1,686 $91K
CNB Bank 0.04% No change 1,673 $91K
Winch Advisory Services, LLC 0.02% Add +0.1% 1,629 $88K
Heritage Wealth Advisors 0.00% Add +15.1% 1,588 $86K
Wealth Preservation Advisors, LLC 0.05% No change 1,584 $86K
High Note Wealth, LLC 0.02% Reduce -0.9% 1,534 $83K
Pittenger & Anderson Inc. 0.00% No change 1,500 $81K
Tsfg, LLC 0.01% Add +0.3% 1,495 $81K
Provenance Wealth Advisors, LLC 0.01% Reduce -39.3% 1,474 $80K
Register Financial Advisors LLC 0.03% Add +1.8% 1,448 $78K
Tompkins Financial Corp. 0.01% No change 1,424 $77K
Ameriflex Group, Inc. 0.03% Reduce -53.5% 1,390 $75K
Financial Network Wealth Advisors LLC 0.08% Add +0.1% 1,389 $75K
Millstone Evans Group, LLC 0.05% New 1,374 $74K
Mondrian Investment Partners LTD 0.00% — 1,369 $74K
Avalon Trust Co 0.00% No change 1,296 $70K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $69K
Addison Advisors LLC 0.02% Reduce -11.8% 1,235 $67K
Winnacle Wealth LLC 0.05% New 1,207 $66K
Advantage Trust Co 0.03% Reduce -0.7% 1,212 $66K
MTM Investment Management, LLC 0.02% No change 1,158 $63K
Integrity Financial Corp 0.03% No change 1,152 $62K
Thompson Investment Management, Inc. 0.01% No change 1,144 $62K
Investors Research Corp 0.01% Add +42.7% 1,100 $60K
Curio Wealth, LLC 0.02% Reduce -14.9% 1,081 $59K
Toronto Dominion Bank 0.00% Add +164.5% 1,058 $58K
Wealth Watch Advisors, INC 0.02% New 1,042 $56K
Promus Capital, LLC 0.04% No change 1,033 $56K
Strengthening Families & Communities, LLC 0.01% New 1,016 $55K
Evelyn Partners Investment Management (Europe) Ltd 0.02% Add +23.0% 1,011 $55K
Global Wealth Strategies & Associates 0.01% Add +1792.2% 965 $52K
Measured Wealth Private Client Group, LLC 0.01% New 944 $51K
Valley National Advisers Inc. 0.01% Reduce -51.4% 958 $51K
Compass Financial Services Inc 0.02% Add +0.4% 923 $50K
Field & Main Bank 0.01% No change 920 $50K
Pacifica Partners Inc. 0.02% Reduce -49.2% 904 $49K
Strategic Investment Solutions, Inc. 0.01% Add +302.2% 901 $49K
MPWM Advisory Solutions, LLC 0.03% Reduce -53.2% 879 $48K
Pacific Center for Financial Services 0.01% New 870 $47K
Clark Wealth Partners 0.03% Reduce -33.9% 816 $44K
GHP Investment Advisors, Inc. 0.00% Reduce -17.5% 780 $42K
Fairscale Capital, LLC 0.03% No change 767 $42K
Tidemark, LLC 0.01% No change 766 $42K
Kilter Group LLC 0.02% Reduce -8.2% 755 $41K
Vermillion Wealth Management, Inc. 0.01% Add +0.1% 752 $41K
10Elms LLP 0.04% No change 703 $38K
Accredited Wealth Management, LLC 0.03% Reduce -95.4% 32 $38K
Boyd Watterson Asset Management LLC 0.01% No change 700 $38K
Dogwood Wealth Management LLC 0.02% Reduce -0.1% 679 $37K
North Ridge Wealth Advisors, Inc. 0.02% Add +1.8% 670 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 660 $36K
HighMark Wealth Management LLC 0.02% Add +8.8% 655 $35K
Frisco Financial Planning LLC 0.03% New 633 $34K
Nemes Rush Group LLC 0.00% Add +0.5% 627 $34K
Cary Street Partners Investment Advisory LLC 0.01% Add +1223.4% 622 $34K
Richardson Capital Management LLC 0.02% Add +300.6% 617 $33K
Atwood & Palmer Inc. 0.00% No change 617 $33K
Harbor Asset Planning, Inc. 0.03% Add +0.5% 608 $33K
Orion Capital Management LLC 0.01% Add +562.6% 603 $33K
Creative Capital Management Investments LLC 0.01% Add +85.5% 603 $33K
Bulwark Capital Corp 0.03% No change 600 $33K
Your Advocates Ltd., LLP 0.01% No change 580 $31K
Smallwood Wealth Investment Management, LLC 0.02% No change 578 $31K
Dunhill Financial, LLC 0.01% Reduce -27.1% 573 $31K
Clarity Asset Management, Inc. 0.02% Add +0.5% 573 $31K
Elevate Wealth Advisory, Inc. 0.02% Reduce -1.1% 516 $28K
Financial Management Professionals, Inc. 0.00% Reduce -20.8% 510 $28K
Abich Financial Wealth Management LLC 0.01% — 495 $27K
Anfield Capital Management, LLC 0.01% Reduce -20.9% 488 $26K
Crews Bank & Trust 0.00% No change 483 $26K
Clayton Financial Group LLC 0.02% New 476 $26K
TD Capital Management LLC 0.00% Add +0.2% 464 $25K
Ulland Investment Advisors, LLC 0.02% Add +39.1% 466 $25K
Alerus Financial NA 0.00% No change 447 $24K
BankPlus Trust Department 0.01% No change 446 $24K
IMA Advisory Services, Inc. 0.00% No change 444 $24K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $24K
Banque Cantonale Vaudoise 0.00% No change 427 $23K
Elevation Wealth Partners, LLC 0.01% No change 414 $22K
HFM Investment Advisors, LLC 0.01% Reduce -2.4% 413 $22K
Painted Porch Advisors LLC 0.01% Add +780.0% 396 $21K
Morgan Dempsey Capital Management LLC 0.01% No change 396 $21K
Toth Financial Advisory Corp. 0.00% No change 389 $21K
Grey Ledge Advisors, LLC 0.00% Reduce -84.5% 380 $21K
Copia Wealth Management 0.02% Add +15.3% 376 $20K
Acima Private Wealth, LLC 0.01% No change 365 $20K
Collier Financial 0.01% — 357 $19K
Northwest Capital Management Inc 0.02% Reduce -24.5% 357 $19K
Clear Investment Research, LLC 0.03% New 346 $19K
Steph & Co. 0.01% New 346 $19K
Financial Consulate, Inc. 0.00% New 323 $17K
NFSG Corp 0.00% Add +0.3% 305 $17K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $16K
Van Eck Associates Corp. 0.00% Add +75.0% 287 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.8% 284 $15K
Legacy Wealth Managment, LLC 0.01% Reduce -32.0% 282 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 290 $15K
Blume Capital Management, Inc. 0.00% Add +82.7% 274 $15K
Wiser Advisor Group LLC 0.02% New 264 $14K
Kozak & Associates, Inc. 0.00% Add +1923.1% 263 $14K
Tradewinds Capital Management, LLC 0.00% Reduce -33.1% 259 $14K
Roxbury Financial LLC 0.01% Reduce -19.6% 246 $13K
SYM FINANCIAL Corp 0.00% No change 239 $13K
Crowley Wealth Management, Inc. 0.01% No change 231 $13K
Delta Asset Management LLC 0.00% No change 200 $11K
Kelleher Financial Advisors 0.00% New 198 $11K
Cheviot Value Management, LLC 0.00% Reduce -1.0% 192 $11K
FWL Investment Management, LLC 0.00% No change 195 $11K
Frazier Financial Advisors, LLC 0.01% No change 186 $10K
Prestige Wealth Management Group LLC 0.00% No change 178 $10K
Provident Wealth Management, LLC 0.00% Reduce -16.9% 177 $10K
Consultiva Wealth Management, Corp. 0.02% No change 163 $9K
Atlantic Private Wealth, LLC 0.01% No change 159 $9K
Bare Financial Services, Inc 0.00% No change 149 $8K
Winthrop Capital Management, LLC 0.00% No change 148 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +370.0% 141 $8K
Innovative Advisory Group, LLC 0.00% No change 118 $6K
Affinity Wealth LLC 0.00% New 116 $6K
Broadwater Capital Management LLC 0.00% Reduce -98.0% 112 $6K
SJS Investment Consulting Inc. 0.00% Add +23.6% 110 $6K
Fourth Dimension Wealth, LLC 0.00% Reduce -34.8% 103 $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
Horizon Investments, LLC 0.00% New 98 $5K
Turning Point Benefit Group, Inc. 0.00% New 93 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 93 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 92 $5K
PFS Partners, LLC 0.00% Add +1.1% 92 $5K
Y.D. More Investments Ltd 0.00% Reduce -50.0% 90 $5K
Highline Wealth Partners LLC 0.00% Reduce -80.4% 88 $5K
Providence Capital Advisors, LLC 0.00% Add +42.6% 87 $5K
JPL Wealth Management, LLC 0.00% New 77 $4K
WFA Asset Management Corp 0.00% No change 87 $4K
Friedenthal Financial 0.00% No change 64 $3K
Family Legacy Financial Solutions, LLC 0.00% Reduce -83.5% 58 $3K
1 North Wealth Services LLC 0.00% No change 58 $3K
Chapman Financial Group, LLC 0.00% No change 50 $3K
Bellevue Asset Management, LLC 0.00% No change 50 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +4.3% 49 $3K
Paladin Advisory Group, LLC 0.00% No change 43 $2K
Horizon Financial Services, LLC 0.00% New 41 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% No change 36 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -98.4% 34 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
West Branch Capital LLC 0.00% No change 23 $1K
SRH Advisors, LLC 0.00% No change 22 $1K
Central Pacific Bank - Trust Division 0.00% Reduce -70.7% 22 $1K
Daiwa Securities Group Inc. 0.00% No change 21 $1K
KERR FINANCIAL PLANNING Corp 0.00% — 18 $983
Wolff Wiese Magana LLC 0.00% No change 17 $922
Redmont Wealth Advisors LLC 0.00% No change 15 $813
Bernard Wealth Management Corp. 0.00% New 12 $651
Darwin Wealth Management, LLC 0.00% No change 12 $650
Rakuten Securities, Inc. 0.00% Reduce -97.7% 12 $650
SOA Wealth Advisors, LLC. 0.00% No change 11 $596
Game Plan Financial Advisors, LLC 0.00% No change 10 $542
Quaker Wealth Management, LLC 0.00% No change 7 $380
Peterson Wealth Services 0.00% New 59,001 $108
Horizon Bancorp Inc. 0.00% No change 27 $0
Transce3nd, LLC 0.00% Reduce -89.8% 192 $0

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