Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q4 2025 (December 31)
2,505holders +197
108new positions
75sold out
8famous investors
$53.78avg. 13F price*

At the end of Q4 2025, 2,505 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 197 from Q3 2025. 108 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($6.3B), Vanguard Group Inc. ($4.4B) and Northwestern Mutual Wealth Management Co. ($4.2B). 8 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$197.7M
Exits75$121.3M

All 13F filers, Q3 2025 → Q4 2025: 74,285,425 shares bought and 29,379,248 shares sold, net +44,906,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,505 holders

Bank of America Corp. 0.46% Add +2.8% 117,534,933 $6.3B
Vanguard Group Inc. 0.06% Add +5.6% 81,373,362 $4.4B
Northwestern Mutual Wealth Management Co. 2.66% Add +4.5% 78,224,671 $4.2B
Morgan Stanley 0.17% Add +5.7% 53,912,443 $2.9B
Betterment LLC 5.50% Add +2.4% 53,732,807 $2.9B
Wealthfront Advisers LLC 5.70% Add +0.3% 47,401,085 $2.5B
Northern Trust Corp. 0.32% Add +6.7% 47,289,064 $2.5B
Wells Fargo & Company 0.48% Add +2.2% 45,987,620 $2.5B
Wit, LLC 44.26% Add +7.0% 41,074,353 $2.2B
Envestnet Asset Management Inc. 0.56% Reduce -2.6% 35,428,218 $1.9B
Empower Advisory Group, LLC 4.95% Reduce -2.5% 34,070,052 $1.8B
Financial Engines Advisors L.L.C. 2.48% Add +1.2% 24,367,619 $1.3B
UBS Group AG 0.21% Add +2.2% 19,857,045 $1.1B
Wealth Enhancement Advisory Services, LLC 1.39% Add +3.6% 18,397,000 $1.0B
Creative Planning 0.71% Reduce -1.2% 18,380,259 $988.1M
LPL Financial LLC 0.24% Add +1.4% 16,478,310 $885.9M
WealthNavi Inc. 7.53% Add +3.6% 15,857,145 $852.5M
Mercer Global Advisors Inc. 1.30% Add +3.5% 15,834,560 $851.1M
JPMorgan Chase & Co. 0.05% Reduce -3.1% 14,545,779 $782.0M
Goldman Sachs Group Inc. 0.11% Reduce -1.0% 14,224,639 $764.7M
Royal Bank of Canada 0.13% Add +1.1% 13,605,526 $731.4M
Mariner, LLC 0.83% Reduce -0.6% 13,043,354 $701.2M
Sei Investments Co. 0.59% Reduce -1.1% 11,198,195 $602.0M
Bank of New York Mellon Corp 0.10% Reduce -1.4% 10,751,723 $578.0M
South Dakota Investment Council 10.98% Reduce -9.4% 10,728,387 $576.8M
PNC Financial Services Group, Inc. 0.30% Reduce -0.5% 10,231,275 $550.0M
Ameriprise Financial Inc. 0.12% Add +0.8% 9,980,356 $533.7M
Corient Private Wealth LP 0.64% Add +12.2% 8,726,358 $469.2M
Tiaa Trust, National Association 1.08% Reduce -8.8% 8,368,112 $449.9M
US Bancorp \de 0.47% Add +0.4% 7,491,430 $402.7M
EP Wealth Advisors, LLC 2.01% — 7,186,168 $386.3M
Raymond James Financial Inc. 0.12% Reduce -1.1% 6,953,069 $373.8M
Old Mission Capital LLC 14.16% Add +10880.4% 6,818,703 $366.6M
Commonwealth Equity Services, LLC 0.49% Reduce -4.9% 6,808,780 $366.0M
Nicholas Hoffman & Company, LLC. 8.24% Add +0.2% 6,610,526 $355.4M
HighTower Advisors, LLC 0.37% Add +6.1% 6,356,188 $341.7M
Baird Financial Group, Inc. 0.53% Add +10.8% 6,355,611 $341.7M
Millburn Ridgefield LLC 7.96% No change 6,211,582 $333.9M
Catalyst Capital Advisors LLC 6.86% No change 6,211,582 $333.9M
Jasper Ridge Partners, L.P. 6.76% Reduce -13.1% 5,678,586 $305.3M
Envestnet Portfolio Solutions, Inc. 0.99% Add +2.3% 5,269,272 $283.3M
Cetera Investment Advisers 0.28% Add +4.7% 4,798,002 $257.9M
Stifel Financial Corp. 0.23% Add +6.0% 4,720,784 $253.8M
Wealthspire Advisors, LLC 2.02% Reduce -47.2% 4,710,913 $253.3M
Elm Partners Management LLC 11.28% Add +12.8% 4,625,697 $248.7M
Valmark Advisers, Inc. 2.98% Add +3.5% 4,495,055 $241.7M
BlackRock, Inc. 0.00% Add +4279.3% 4,411,434 $237.2M
Signaturefd, LLC 3.56% Add +1.7% 4,336,143 $233.1M
Rwa Wealth Partners, LLC 2.46% Add +3.3% 4,184,943 $225.0M
Jones Financial Companies LLLP 0.14% Add +13.5% 4,156,760 $223.5M
Facet Wealth, Inc. 3.69% Add +12.0% 3,599,352 $208.3M
Schroder Investment Management Group 0.16% Reduce -10.9% 3,834,494 $206.3M
Cerity Partners LLC 0.28% Add +10.4% 3,599,061 $193.5M
MAI Capital Management 1.11% Add +3.0% 3,577,472 $192.3M
SCS Capital Management LLC 2.04% Reduce -2.5% 3,572,897 $192.1M
Focus Partners Wealth 0.21% Add +7.6% 3,512,625 $188.4M
Regions Financial Corp. 1.17% Add +1.0% 3,386,992 $182.1M
Manufacturers Life Insurance Company, The 0.15% Reduce -1.9% 3,375,450 $181.6M
Bridges Investment Management Inc. 2.28% Add +3.2% 3,337,149 $179.4M
Bank of Montreal 0.07% Add +5.6% 3,316,704 $178.3M
Bokf, NA 2.70% Reduce -11.5% 3,280,850 $176.4M
Cambridge Associates LLC /Ma/ 2.87% Add +2.0% 3,264,859 $175.5M
Rockefeller Capital Management L.P. 0.31% Add +13.9% 3,150,596 $169.4M
Sand Hill Global Advisors, LLC 5.88% Reduce -0.3% 3,134,953 $168.5M
Wedmont Private Capital 5.81% Add +7.3% 3,027,310 $167.3M
MML Investors Services, LLC 0.40% Add +9.7% 3,077,051 $165.4M
Nepc LLC 3.46% Add +51.1% 3,017,415 $162.2M
Choreo, LLC 2.00% Add +6.3% 2,920,472 $157.2M
CIBC Private Wealth Group LLC 0.26% Add +5.8% 2,897,248 $155.8M
JMG Financial Group, Ltd. 4.35% Reduce -0.1% 2,882,279 $155.0M
Cliftonlarsonallen Wealth Advisors, LLC 2.33% Add +3.5% 2,871,265 $154.4M
Ballentine Partners, LLC 2.11% Reduce -1.9% 2,796,885 $150.4M
Osaic Holdings, Inc. 0.22% Add +1.0% 2,755,928 $148.2M
BLB&B Advisors, LLC 5.94% Add +2.7% 2,642,281 $142.0M
Bridgewater Associates 0.51% Add +5.2% 2,605,136 $140.1M
Keybank National Association 0.50% Add +0.8% 2,581,041 $138.8M
Sofi Wealth, LLC 6.88% Add +13.5% 2,565,883 $137.9M
M&T Bank Corp 0.43% Reduce -0.3% 2,504,068 $134.6M
Badgley Phelps Wealth Managers, LLC 2.38% Add +16.4% 2,416,439 $129.9M
Pure Financial Advisors, LLC 1.87% Add +5.8% 2,319,494 $124.7M
Vantagepoint Investment Advisers LLC 0.98% Reduce -4.3% 2,260,091 $121.5M
Lincoln National Corp. 3.48% Add +1.4% 2,214,422 $119.0M
Johnson Financial Group, LLC 7.33% Add +50.3% 2,201,823 $118.4M
Fusion Family Wealth, LLC 8.35% Reduce -1.8% 2,049,274 $110.2M
Alliancebernstein L.P. 0.03% Add +12.3% 2,046,864 $110.0M
National Bank of Canada 0.11% Add +107.8% 2,018,355 $108.5M
Sumitomo Life Insurance Co. 2.95% Reduce -4.8% 2,005,583 $107.8M
Citigroup Inc. 0.07% Reduce -70.3% 1,995,275 $107.3M
CBIZ Investment Advisory Services, LLC 4.02% Add +0.0% 1,978,209 $106.3M
Country Trust Bank 1.89% Add +33.4% 1,939,870 $104.3M
Pathstone Holdings, LLC 0.40% Add +1.6% 1,917,645 $103.1M
Apella Capital, LLC 2.00% Add +12.7% 1,883,128 $101.2M
D.A. Davidson & Co. 0.62% Add +4.3% 1,880,613 $101.1M
Steele Capital Management, Inc. 4.27% Add +2.9% 1,851,829 $99.6M
FMR LLC 0.01% Add +1.3% 1,826,549 $98.2M
Auto-Owners Insurance Co 2.03% Add +36.9% 1,794,716 $96.5M
Willis Johnson & Associates, Inc. 5.94% Add +5.1% 1,790,393 $96.3M
Mather Group, Llc. 0.98% Add +1.8% 1,769,174 $95.1M
Fifth Third Bancorp 0.30% Add +2.1% 1,753,716 $94.3M
Laird Norton Wetherby Trust Company, LLC 1.96% Add +252.2% 1,753,619 $94.3M
Janney Montgomery Scott LLC 0.21% Reduce -0.8% 1,740,399 $93.6M
Evoke Wealth, LLC 1.76% Add +17.9% 1,701,757 $91.5M
SBI Okasan Asset Management Co.Ltd. 5.01% — 1,696,440 $90.9M
Modera Wealth Management, LLC 1.05% Reduce -1.3% 1,688,228 $90.8M
Truist Financial Corp. 0.12% Add +2.7% 1,618,892 $87.0M
Peapack Gladstone Financial Corp. 1.08% Add +5.8% 1,593,828 $85.7M
Bessemer Group Inc. 0.13% Reduce -2.7% 1,567,998 $84.3M
Summit Trail Advisors, LLC 1.45% Reduce -4.2% 1,557,128 $83.7M
Comerica Bank 0.33% Add +39.8% 1,527,887 $82.1M
Hirtle & Co., LLC 3.14% Add +4.8% 1,519,983 $81.7M
Cresset Asset Management, LLC 0.33% Add +5.5% 1,458,016 $78.4M
Brown Advisory Inc. 0.11% Add +4.1% 1,457,227 $78.3M
Westerkirk Capital Inc. 7.54% Reduce -4.0% 1,439,903 $77.4M
Farmers & Merchants Investments Inc. 2.13% Reduce -6.4% 1,434,195 $77.1M
Ally Invest Advisors Inc. 5.18% Add +1.4% 1,396,299 $75.1M
Cambridge Investment Research Advisors, Inc. 0.19% Add +33.9% 1,355,294 $72.9M
Freestone Capital Holdings, LLC 2.14% Add +4.7% 1,342,680 $72.2M
Aptus Capital Advisors, LLC 0.61% Add +11.1% 1,324,531 $71.2M
Karpus Management, Inc. 2.14% Add +4.4% 1,294,118 $69.6M
Captrust Financial Advisors 0.13% Add +1.1% 1,278,622 $68.7M
Voya Investment Management LLC 0.08% Reduce -7.8% 1,246,065 $67.0M
NewEdge Advisors, LLC 0.24% Add +9.0% 1,244,940 $66.9M
Parkwood LLC 5.44% No change 1,190,229 $64.0M
Osborne Partners Capital Management, LLC 3.29% Reduce -2.7% 1,187,290 $63.8M
Jane Street Group, LLC 0.08% New 1,186,117 $63.8M
Whittier Trust Co. of Nevada Inc. 1.29% Reduce -0.7% 1,119,048 $62.2M
Victory Capital Management Inc. 0.03% Add +4.4% 1,140,453 $61.3M
Analyst IMS Investment Management Services Ltd. 1.79% Add +0.1% 1,139,303 $61.2M
Orion Porfolio Solutions, LLC 0.45% Add +5.4% 1,137,664 $61.2M
Whittier Trust Co. 0.66% Add +0.3% 1,098,258 $61.1M
Beacon Pointe Advisors, LLC 0.42% Add +48.3% 1,117,508 $60.1M
GenTrust, LLC 2.60% Add +5.5% 1,115,165 $60.0M
Zions Bancorporation, National Association 2.77% Add +0.0% 1,115,148 $60.0M
Janus Henderson Group PLC 0.03% Reduce -1.3% 1,100,122 $59.1M
Invictus Private Wealth, LLC 3.56% Add +5.0% 1,095,314 $58.9M
Commerce Bank 0.32% Add +4.0% 1,093,948 $58.8M
Hills Bank & Trust Co 3.39% Add +1.8% 1,083,679 $58.3M
Strid Group, LLC 7.22% Add +2.3% 1,079,255 $58.0M
Thrivent Financial for Lutherans 0.10% Add +78.3% 1,061,258 $57.1M
Assetmark, Inc. 0.11% Reduce -0.7% 1,044,928 $56.2M
Vontobel Holding Ltd. 0.19% Add +106.9% 1,044,372 $56.1M
Capital Advisors Inc. 0.90% Add +1.1% 1,042,067 $56.0M
PDS Planning, Inc 3.74% Reduce -0.4% 1,040,963 $56.0M
Earned Wealth Advisors, LLC 3.95% Add +833.4% 1,036,424 $55.7M
BNP Paribas Financial Markets 0.04% Add +5184.4% 1,033,783 $55.6M
Acropolis Investment Management, LLC 2.46% Add +1.7% 1,015,418 $54.6M
Smithfield Trust Co 2.39% Reduce -1.8% 1,005,205 $54.0M
Klingman & Associates, LLC 2.58% Add +1.4% 995,128 $53.5M
Nuveen, LLC 0.01% Add +345.2% 993,874 $53.4M
Equitable Holdings, Inc. 0.36% Add +5.9% 989,650 $53.2M
Composition Wealth, LLC 0.76% Add +20.2% 982,888 $52.8M
&partners 0.27% Add +29.8% 975,588 $52.5M
TD Waterhouse Canada Inc. 0.32% Add +22.5% 965,642 $51.9M
Clark Asset Management, LLC 5.34% Add +8.9% 957,427 $51.5M
First Financial Bankshares Inc 1.02% Reduce -1.3% 945,314 $50.8M
Allworth Financial LP 0.20% Add +20.0% 923,216 $49.6M
Patriot Investment Management Group, Inc. 3.13% Add +0.6% 918,759 $49.4M
Smartleaf Asset Management LLC 1.86% Add +621.1% 912,013 $49.1M
Concurrent Investment Advisors, LLC 0.55% Add +84.3% 887,924 $47.7M
Waverly Advisors, LLC 0.38% Add +42.0% 873,460 $47.0M
Tidal Investments LLC 0.19% Add +4.0% 843,436 $45.3M
Compound Planning, Inc. 1.32% Reduce -3.4% 831,788 $44.7M
Sigma Investment Counselors Inc. 2.21% Add +15.8% 809,639 $43.5M
Sage Financial Group Inc. 2.87% Add +6.1% 807,812 $43.4M
Kestra Advisory Services, LLC 0.18% Add +20.1% 804,979 $43.3M
Moneta Group Investment Advisors LLC 0.33% Add +4.3% 803,244 $43.2M
Integrated Wealth Concepts LLC 0.50% Reduce -19.6% 778,118 $41.8M
Axxcess Wealth Management, LLC 0.74% Add +5.7% 772,033 $41.5M
Rakuten Investment Management, Inc. 0.14% No change 768,628 $41.5M
Lido Advisors, LLC 0.16% Add +35.6% 765,445 $41.2M
Capital Asset Advisory Services LLC 1.63% Add +5.9% 730,737 $40.6M
Matrix Trust Co 6.70% Add +2.1% 755,382 $40.6M
Litman Gregory Wealth Management LLC 2.96% Reduce -3.8% 751,034 $40.4M
Banco Santander, S.A. 0.30% Add +7.3% 739,200 $39.7M
Bank of Hawaii 1.95% Add +1.3% 734,337 $39.5M
Private Advisor Group, LLC 0.18% Add +11.2% 725,202 $39.0M
Cullen/Frost Bankers, Inc. 0.42% Add +2.2% 712,348 $38.3M
AlphaCore Capital LLC 0.84% Reduce -1.9% 698,890 $37.6M
Brandywine Oak Private Wealth LLC 3.09% Add +2.1% 684,815 $36.8M
Keewaydin Investments LLC 9.67% — 676,281 $36.4M
Presilium Private Wealth, LLC 6.59% Add +3.3% 671,353 $36.1M
DAVENPORT & Co LLC 0.19% Add +5.9% 668,911 $36.0M
Rebalance, LLC 2.08% Reduce -0.4% 661,142 $35.5M
Baker Avenue Asset Management, LP 0.82% Add +1.3% 660,125 $35.5M
TD Asset Management Inc 0.03% Reduce -10.8% 655,633 $35.2M
Valeo Financial Advisors, LLC 0.78% Reduce -1.4% 651,349 $35.0M
Alps Advisors Inc. 0.20% Reduce -0.3% 650,426 $35.0M
Sepio Capital, LP 1.91% Add +3.4% 648,693 $34.9M
Vise Technologies, Inc. 0.68% Add +52.3% 647,307 $34.8M
Blair William & Co. 0.09% Add +4.2% 629,358 $33.8M
WoodTrust Financial Corp 3.92% Add +2.6% 623,827 $33.5M
Coldstream Capital Management Inc. 0.43% Add +1.9% 622,027 $33.4M
Vision Capital Management, Inc. 3.99% Add +3.8% 616,425 $33.1M
Efficient Advisors, LLC 1.93% Reduce -2.6% 615,438 $33.1M
Simon Quick Advisors, LLC 1.44% Add +13.1% 614,102 $33.0M
Atria Investments, Inc 0.37% Reduce -2.5% 609,904 $32.8M
Caprock Group, LLC 0.69% Reduce -10.8% 607,805 $32.7M
Staley Capital Advisers Inc. 1.34% Reduce -0.1% 606,315 $32.6M
Hudock, Inc. 4.77% Add +1.1% 602,792 $32.4M
Steward Partners Investment Advisory, LLC 0.18% Add +0.7% 594,579 $32.0M
Center for Financial Planning, Inc. 3.21% Add +1.4% 574,323 $30.9M
Old National Bancorp 0.51% Add +5.2% 568,676 $30.6M
Mutual Advisors, LLC 0.65% Add +7.7% 567,270 $30.5M
Arax Advisory Partners 0.88% New 560,144 $30.1M
Focused Wealth Management, Inc 3.20% Add +4.7% 559,888 $30.1M
CreativeOne Wealth, LLC 0.73% Add +7.1% 559,789 $30.1M
Trustmark Bank Trust Department 1.87% Add +245.9% 552,313 $29.7M
Proffitt & Goodson Inc. 4.15% Reduce -0.3% 551,940 $29.7M
Financial Advisors Network, Inc. 3.98% Reduce -0.2% 540,147 $29.0M
Mutual of America Capital Management LLC 0.30% Reduce -10.0% 535,085 $28.8M
Jordan Park Group LLC 1.66% Reduce -46.5% 534,349 $28.7M
Dupont Capital Management Corp. 3.23% Reduce -4.4% 532,422 $28.6M
UMB Bank, n.a. 0.38% Add +83.8% 527,702 $28.4M
Kathmere Capital Management, LLC 1.91% Add +2.1% 527,593 $28.4M
FSM Wealth Advisors, LLC 3.82% Add +10.8% 520,156 $28.0M
Garde Capital, Inc. 1.65% Add +5.3% 518,068 $27.9M
Zuckerman Investment Group, LLC 2.49% Add +4.3% 517,645 $27.8M
Farther Finance Advisors, LLC 0.30% Add +89.9% 516,425 $27.8M
Tanager Wealth Management LLP 2.77% Add +0.8% 515,357 $27.7M
Koss-Olinger Consulting, LLC 2.11% Add +142.6% 507,585 $27.3M
PACK Private Wealth, LLC 12.43% Add +1.8% 505,724 $27.2M
Pinnacle Financial Partners, Inc. 0.20% — 504,687 $27.1M
Arbor Investment Advisors, LLC 3.55% Reduce -0.7% 501,853 $27.0M
BIP Wealth, LLC 0.95% Add +3.5% 501,420 $27.0M
Savant Capital, LLC 0.15% Reduce -10.3% 499,845 $26.9M
Ellenbecker Investment Group 3.75% Add +5.9% 497,902 $26.8M
GFS Advisors, LLC 3.16% Reduce -0.8% 494,618 $26.6M
Riversedge Advisors, LLC 4.32% Reduce -7.7% 493,816 $26.5M
Brookstone Capital Management 0.30% Add +16.9% 490,324 $26.4M
Kwmg, LLC 2.27% Add +0.8% 488,836 $26.3M
GLOBALT Investments LLC / GA 0.95% Reduce -0.5% 482,448 $25.9M
Alesco Advisors, LLC, An ESL Co 0.67% Reduce -4.3% 480,956 $25.9M
Hanson & Doremus Investment Management 3.10% Add +2.6% 480,201 $25.8M
Bluespring Wealth Management, LLC 2.21% Reduce -3.1% 477,521 $25.7M
NewEdge Wealth, LLC 0.29% Add +5.2% 473,383 $25.4M
Manning & Napier Advisors LLC 0.32% Add +7.8% 458,789 $24.7M
Checchi Capital Advisers, LLC 1.67% Add +25.4% 457,797 $24.6M
Colony Family Offices, LLC 6.08% Add +0.4% 453,216 $24.4M
Greenline Partners, LLC 2.75% Add +0.0% 447,427 $24.1M
NorthRock Partners, LLC 0.40% Add +21.7% 445,838 $24.0M
Legacy Private Trust Co. 1.41% Add +4.1% 445,734 $24.0M
Diversify Wealth Management, LLC 1.12% Add +65.3% 427,233 $23.9M
Van Cleef Asset Management,Inc 2.40% Reduce -0.1% 439,784 $23.6M
TLT Family Holdco ULC 2.56% Reduce -19.5% 433,150 $23.3M
Portland Global Advisors LLC 2.48% Reduce -2.8% 429,628 $23.1M
Silvercrest Asset Management Group LLC 0.16% Add +0.4% 427,600 $23.0M
Deutsche Bank AG 0.01% Add +6.2% 425,267 $22.9M
Chandler Asset Management, Inc. 3.62% Add +1.6% 425,182 $22.9M
EverSource Wealth Advisors, LLC 0.84% Add +0.0% 424,542 $22.8M
Moody National Bank Trust Division 2.19% Add +11.9% 424,060 $22.8M
Strategic Investment Advisors / MI 1.97% Add +259431.9% 423,037 $22.7M
Procyon Advisors, LLC 1.12% Add +3.2% 422,138 $22.7M
First Bank & Trust 3.65% Add +0.1% 417,321 $22.4M
Franklin Resources Inc. 0.01% Add +36.3% 414,236 $22.3M
Arvest Bank Trust Division 1.20% Add +31.4% 413,804 $22.2M
Sanctuary Advisors, LLC 0.12% Add +10.5% 408,426 $22.0M
AdvisorNet Financial, Inc 1.16% Add +7.0% 403,887 $21.7M
Payne Capital Management, LLC 6.82% Add +1.1% 401,723 $21.6M
Capital Investment Advisors, LLC 0.33% Add +143.1% 401,339 $21.6M
Tocqueville Asset Management L.P. 0.31% Add +1.8% 399,642 $21.5M
Tobias Financial Advisors, Inc. 3.03% Add +5.9% 399,062 $21.5M
Wharton Business Group, LLC 0.81% Reduce -4.0% 398,276 $21.4M
Boston Standard Wealth Management, LLC 3.50% Add +1.8% 394,426 $21.2M
Global Retirement Partners, LLC 0.37% Add +35.6% 391,859 $21.1M
Nearwater Capital Markets, Ltd 0.36% New 390,000 $21.0M
Marble Harbor Investment Counsel, LLC 2.23% Reduce -1.8% 387,782 $20.8M
Nisa Investment Advisors, LLC 0.07% No change 387,500 $20.8M
Beacon Financial Group 2.05% Add +33.7% 382,916 $20.6M
Natixis Advisors, LLC 0.03% Add +5.2% 382,309 $20.6M
Summit Financial, LLC 0.30% Add +2.5% 377,902 $20.3M
Arvest Investments, Inc. 2.83% Add +6.3% 375,156 $20.2M
Whitcomb & Hess, Inc. 4.71% Add +0.9% 357,214 $20.0M
Citizens Financial Group Inc. 0.27% Add +1.4% 371,124 $20.0M
AQR Capital Management 0.01% Add +19.6% 369,333 $19.9M
Apriem Advisors 1.81% Add +43.5% 367,854 $19.8M
Patton Fund Management, Inc. 2.64% Add +0.2% 366,864 $19.7M
Wilmington Savings Fund Society, FSB 0.46% Reduce -2.1% 364,936 $19.6M
BTC Capital Management, Inc. 1.37% Add +0.9% 364,948 $19.6M
Human Investing LLC 2.75% Add +3.1% 361,621 $19.4M
Peak Retirement Planning, Inc. 4.54% Add +75.0% 360,658 $19.4M
GP Brinson Investments LLC 8.33% No change 359,652 $19.3M
Susquehanna International Group, LLP 0.03% Reduce -9.3% 358,035 $19.2M
Fiduciary Trust Co 0.22% Reduce -4.3% 357,979 $19.2M
Larson Financial Group LLC 0.64% Reduce -6.0% 357,866 $19.2M
Mission Wealth Management, LP 0.39% Reduce -0.2% 356,500 $19.2M
MinichMacGregor Wealth Management, LLC 3.47% Add +6.4% 355,967 $19.1M
Ellevest, Inc. 2.64% Add +2.4% 355,387 $19.1M
Midwest Trust Co 0.24% Add +1.3% 352,734 $19.0M
Aspen Wealth Management LLC 3.98% Add +2.1% 352,534 $19.0M
Exencial Wealth Advisors, LLC 0.59% Reduce -4.7% 348,197 $18.7M
Allianz SE 0.24% Add +0.5% 347,897 $18.7M
Silver Coast Investments LLC 6.43% Add +1.8% 346,787 $18.6M
Cantor Fitzgerald Investment Advisors L.P. 1.38% Reduce -1.7% 346,386 $18.6M
WealthBridge Investment Counsel Inc. 5.59% Add +184.3% 346,295 $18.6M
SilverOak Wealth Management LLC 2.92% Add +86.3% 346,113 $18.6M
Avior Wealth Management, LLC 0.58% Add +3.5% 344,403 $18.5M
Kestra Private Wealth Services, LLC 0.23% Add +6.4% 342,329 $18.4M
Asset Management One Co., Ltd. 0.05% Add +2.5% 342,812 $18.4M
Brooklyn FI, LLC 3.90% Reduce -0.8% 339,040 $18.2M
Kohmann Bosshard Financial Services, LLC 1.65% Add +5.6% 336,226 $18.1M
Focus Partners Advisor Solutions, LLC 0.22% Reduce -30.0% 335,932 $18.1M
Mackenzie Financial Corp. 0.02% Add +7.0% 334,262 $18.0M
Marotta Asset Management 3.32% Add +3.5% 333,501 $17.9M
Praetorian Wealth Management, Inc. 3.54% Add +0.2% 331,671 $17.8M
Bear Mountain Capital, Inc. 5.75% Add +1.8% 316,272 $17.8M
F/m Investments LLC 0.68% Reduce -3.2% 330,686 $17.8M
Bangor Savings Bank 1.42% Reduce -2.1% 329,412 $17.7M
Kopp Family Office, LLC 11.25% Reduce -5.3% 327,927 $17.6M
Parker Financial LLC 7.11% Reduce -0.7% 326,263 $17.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.04% Add +3.0% 322,210 $17.3M
Cibc World Market Inc. 0.03% Reduce -3.1% 321,116 $17.3M
PFG Advisors 0.83% Reduce -2.6% 319,863 $17.2M
Focus Financial Network, Inc. 0.60% Add +2.1% 318,541 $17.1M
Venturi Wealth Management, LLC 0.75% Reduce -4.2% 314,615 $16.9M
Strategic Financial Planning, Inc. 9.56% Add +1.0% 312,660 $16.8M
Martin & Co. Inc. 2.85% Add +2.7% 309,401 $16.6M
Blankinship & Foster, LLC 3.59% Add +2.7% 308,874 $16.6M
Signal Advisors Wealth, LLC 1.32% Add +6.6% 308,726 $16.6M
Idaho Trust Co 5.50% Add +50.3% 308,708 $16.6M
Partners in Financial Planning 2.80% Add +0.9% 307,263 $16.5M
Parallel Advisors, LLC 0.30% Add +7.9% 306,488 $16.5M
Petredis Investment Advisors LLC 1.29% Reduce -0.2% 305,950 $16.4M
MassMutual Private Wealth & Trust, FSB 0.42% Reduce -3.2% 305,332 $16.4M
Harbour Investments, Inc. 0.33% Add +7.6% 303,978 $16.3M
Bailard, Inc. 0.36% Reduce -38.7% 303,791 $16.3M
Stash Investments, LLC 6.54% Add +7.2% 303,246 $16.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -22.8% 303,215 $16.3M
JNBA Financial Advisors 1.42% Add +0.0% 302,683 $16.3M
Robinswood Financial LLC 5.17% Add +2.2% 300,889 $16.2M
Cordant, Inc. 6.74% Add +5.9% 299,053 $16.1M
Global Endowment Management, LP 2.00% No change 298,000 $16.0M
Schwerin Boyle Capital Management Inc. 1.74% No change 296,020 $15.9M
Fairview Capital Investment Management, LLC 0.81% Add +8.5% 295,179 $15.9M
Nations Financial Group Inc, /Ia/ 0.83% Add +20.6% 294,923 $15.9M
Rochester Wealth Strategies, LLC 9.90% Add +1.8% 293,150 $15.8M
Retirement Financial Solutions, LLC 4.61% Add +0.4% 292,875 $15.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Reduce -0.5% 292,666 $15.7M
Permanent Capital Management, LP 3.06% Add +2.0% 292,437 $15.7M
Cwm, LLC 0.04% Add +79.4% 291,626 $15.7M
Meeder Advisory Services, Inc. 0.67% Reduce -5.4% 291,203 $15.7M
Shrier Wealth Management, LLC 6.23% — 290,349 $15.6M
Crestmont Private Wealth LLC 5.05% Reduce -0.5% 288,777 $15.5M
Penserra Capital Management LLC 0.18% Reduce -19.7% 288,434 $15.5M
Foster Group, Inc. 0.47% Add +17.5% 286,833 $15.4M
Stonehearth Capital Management, LLC 5.69% Add +0.9% 285,845 $15.4M
New Vernon Capital Holdings II LLC 7.25% No change 284,473 $15.3M
WestHill Financial Advisors, Inc. 2.85% Add +0.7% 279,237 $15.0M
Meridian Management Co. 3.69% Add +5.1% 277,313 $14.9M
DORVAL Corp 4.76% Add +6.2% 277,126 $14.9M
GW&K Investment Management, LLC 0.13% Add +4.8% 276,094 $14.8M
Quantinno Capital Management LP 0.03% Add +45.3% 275,789 $14.8M
RTD Financial Advisors, Inc. 1.80% Reduce -2.6% 273,863 $14.7M
Gleason Group, Inc. 1.43% Add +2.8% 271,329 $14.6M
Savvy Advisors, Inc. 0.47% Add +37.3% 270,274 $14.5M
SigFig Wealth Management, LLC 0.43% Reduce -0.6% 268,704 $14.5M
Blue Edge Capital, LLC 1.93% Add +0.9% 268,857 $14.5M
Tectonic Advisors LLC 0.76% Add +8.8% 268,449 $14.4M
JFS Wealth Advisors, LLC 0.81% Add +3.9% 266,821 $14.3M
Okabena Investment Services Inc. 2.74% Add +0.3% 266,797 $14.3M
Sequoia Financial Advisors, LLC 0.08% Reduce -7.3% 266,751 $14.3M
Stewardship Advisors, LLC 3.31% Add +1.7% 266,278 $14.3M
Twele Capital Management, Inc. 2.54% Add +0.3% 264,725 $14.2M
Raelipskie Partnership 5.95% Reduce -0.6% 264,154 $14.2M
Evolution Advisers, Inc. 6.14% Add +4.4% 263,963 $14.2M
Agf Management Ltd. 0.06% Add +277.6% 263,354 $14.2M
Aperture Investors, LLC 1.98% No change 263,332 $14.2M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -39.1% 259,084 $13.9M
Prime Buchholz LLC 8.23% Reduce -3.6% 257,887 $13.9M
Conrad Siegel Investment Advisors, Inc. 2.61% Add +23.3% 256,014 $13.8M
Stratos Wealth Partners, LTD. 0.16% Add +0.7% 255,817 $13.8M
United Capital Financial Advisors, LLC 0.08% Add +11.6% 255,734 $13.7M
Moller Wealth Partners 2.85% Reduce -3.1% 253,029 $13.6M
Arcadia Wealth Management, LLC 5.00% Add +10.8% 250,200 $13.5M
Signature Estate & Investment Advisors LLC 0.27% Reduce -0.6% 250,028 $13.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.95% Add +50.9% 249,748 $13.4M
Principal Securities, Inc. 0.21% Add +2.2% 248,237 $13.3M
Raffa Wealth Management, LLC 2.05% Add +3.2% 248,175 $13.3M
Arcataur Capital Management LLC 3.82% Add +0.7% 247,976 $13.3M
Windward Private Wealth Management Inc. 4.61% Reduce -3.5% 247,872 $13.3M
Drive Wealth Management, LLC 2.60% Reduce -0.6% 247,780 $13.3M
Associated Banc-Corp 0.34% Add +10.8% 247,223 $13.3M
Gotham Asset Management 0.05% Add +28.6% 247,047 $13.3M
Oppenheimer & Co. Inc. 0.19% Add +9.5% 246,610 $13.3M
Leavell Investment Management, Inc. 0.55% Add +3.6% 246,180 $13.2M
Dynamic Advisor Solutions LLC 0.42% Reduce -14.7% 244,243 $13.1M
Lodestar Private Asset Management LLC 1.31% Add +29.3% 243,691 $13.1M
Wealthspire Retirement, LLC 0.80% Add +3.4% 243,479 $13.1M
LPWM LLC 3.29% Add +3.3% 242,904 $13.1M
Regal Investment Advisors LLC 0.78% Add +6.7% 241,840 $13.0M
SBI Securities Co., Ltd. 0.33% Reduce -2.6% 240,906 $13.0M
Keener Financial Planning LLC 5.59% Add +6.9% 240,733 $12.9M
Austin Private Wealth, LLC 0.97% Reduce -4.8% 240,248 $12.9M
Northeast Financial Group, Inc. 3.24% Add +0.9% 239,955 $12.9M
Mgo One Seven LLC 0.26% Add +20.9% 239,766 $12.9M
Advisory Services Network, LLC 0.18% Add +8.6% 239,689 $12.9M
Wrenne Financial Planning LLC 5.23% Add +6.4% 239,134 $12.9M
Thrive Capital Management, LLC 2.86% Add +82.3% 239,045 $12.9M
Frontier Asset Management, LLC 2.92% Reduce -9.1% 234,602 $12.6M
Midwest Financial Partners Investments, Inc. 6.99% — 234,082 $12.6M
Pine Ridge Advisers LLC 0.87% No change 234,077 $12.6M
Menora Mivtachim Holdings LTD. 0.06% Add +20.2% 234,000 $12.6M
Harbor Advisory Corp. 3.80% Reduce -3.2% 233,793 $12.6M
Brindle & Bay Financial Advisors, LLC 8.32% — 232,487 $12.5M
Beacon Investment Advisory Services, Inc. 0.51% Add +0.7% 231,843 $12.5M
Everhart Financial Group, Inc. 1.15% Reduce -8.7% 231,501 $12.4M
Creative Financial Designs Inc. 0.78% Add +2.1% 231,329 $12.4M
Sarasin & Partners LLP 0.13% Add +53.6% 229,734 $12.4M
Custos Family Office, LLC 8.41% Reduce -17.5% 229,260 $12.3M
LCW Services, LLC 6.56% — 228,998 $12.3M
Callan Family Office, LLC 0.26% Add +18.2% 228,175 $12.3M
Kings Path Partners LLC 4.30% Add +1.6% 228,161 $12.3M
Zhang Financial LLC 0.46% Add +1.4% 227,963 $12.3M
World Investment Advisors 0.20% Add +63.3% 227,047 $12.2M
Ameritas Investment Partners, Inc. 0.37% Add +5.8% 226,956 $12.2M
Arkadios Wealth Advisors 0.24% Add +95.7% 226,954 $12.2M
RPTC Inc. 2.05% Add +1.9% 226,667 $12.2M
Cordoba Advisory Partners LLC 3.01% — 226,311 $12.2M
Mittelman Wealth Management 7.89% Add +2.7% 225,745 $12.1M
Diversify Advisory Services, LLC 0.38% Add +7.8% 215,879 $12.1M
Magnus Financial Group LLC 0.92% Reduce -0.9% 223,703 $12.0M
Merit Financial Group, LLC 0.10% Add +10.4% 223,085 $12.0M
IFG Advisors, LLC 1.99% Add +2.4% 222,752 $12.0M
Simmons Bank 0.80% Reduce -0.5% 221,991 $11.9M
Bar Harbor Wealth Management 0.69% Add +3.0% 221,612 $11.9M
Segall Bryant & Hamill, LLC 0.16% No change 220,793 $11.9M
Cairn Investment Group, Inc. 5.59% Add +0.5% 219,297 $11.8M
Watershed Private Wealth LLC 3.53% Add +20.6% 219,208 $11.8M
Kendall Capital Management 2.45% Add +649.0% 217,894 $11.7M
Avantax Planning Partners, Inc. 0.33% Reduce -18.1% 217,376 $11.7M
Penobscot Wealth Management 3.58% Add +3.3% 215,513 $11.6M
Hurlow Wealth Management Group, Inc. 2.83% Reduce -2.0% 215,362 $11.6M
Sovereign Financial Group, Inc. 2.06% Add +5.0% 215,068 $11.6M
VestGen Advisors, LLC 0.49% Add +54.0% 214,938 $11.6M
Old Mission Investment Co LLC 2.75% Reduce -0.1% 213,726 $11.5M
Tarbox Family Office, Inc. 1.85% Reduce -8.8% 213,675 $11.5M
Roble, Belko & Company, Inc 1.51% Reduce -0.6% 213,657 $11.5M
Affiance Financial, LLC 1.85% Reduce -0.6% 213,386 $11.5M
Barry Investment Advisors, LLC 2.51% Add +3.1% 209,349 $11.3M
Park Avenue Securities LLC 0.10% Add +3.5% 208,973 $11.2M
Cliffwater LLC 2.35% No change 208,320 $11.2M
Atlantic Union Bankshares Corp 0.21% Add +0.8% 206,600 $11.1M
REAP Financial Group, LLC 2.24% Add +10.7% 205,349 $11.0M
Mosaic Family Wealth Partners, LLC 1.21% Reduce -6.5% 204,971 $11.0M
Financial Life Advisors 3.39% Add +87.0% 204,503 $11.0M
Regimen Wealth, LLC 3.21% Add +0.5% 204,455 $11.0M
Fifth Third Wealth Advisors LLC 0.39% Add +8.1% 204,337 $11.0M
Define Financial, LLC 6.22% Add +2.2% 204,263 $11.0M
180 Wealth Advisors, LLC 1.25% Add +5.7% 203,763 $11.0M
Fort Point Capital Partners LLC 1.33% Add +13.2% 194,323 $10.9M
Twin Focus Capital Partners, LLC 1.26% Add +0.0% 203,424 $10.9M
Waterford Advisors, LLC 4.27% Reduce -0.7% 203,140 $10.9M
Janney Capital Management LLC 0.69% Reduce -0.0% 202,972 $10.9M
Money Concepts Capital Corp. 0.61% Add +2.9% 201,409 $10.8M
Three Bridge Wealth Advisors, LLC 2.85% Add +2.7% 201,060 $10.8M
Anderson Hoagland & Co. 0.93% Add +2.2% 200,630 $10.8M
Park Place Capital Corp 2.24% Add +0.8% 199,871 $10.7M
Sterling Wealth Management, Inc. 3.06% Reduce -2.6% 199,612 $10.7M
FF Advisors,LLC 4.77% Add +1.5% 199,015 $10.7M
Russell Investments Group, Ltd. 0.01% Add +1074.0% 198,753 $10.7M
American Trust 0.90% Reduce -3.5% 198,235 $10.7M
St. Louis Trust Co 1.22% Add +6.9% 197,747 $10.6M
Wesbanco Bank Inc. 0.29% Add +6.8% 197,209 $10.6M
Bishop & Co Investment Management, LLC 3.51% Reduce -1.0% 197,181 $10.6M
Ariston Services Group 6.19% No change 196,446 $10.6M
Howe & Rusling Inc. 0.70% Add +3.0% 196,161 $10.5M
Union Bancaire Privee, UBP SA 0.13% Add +4458.1% 195,633 $10.5M
MainStreet Investment Advisors LLC 1.51% Reduce -6.2% 195,143 $10.5M
Newton One Investments LLC 3.09% Reduce -0.8% 194,691 $10.5M
Mesirow Financial Investment Management, Inc. 0.21% Reduce -13.2% 192,540 $10.4M
Cambridge Advisors Inc. 1.95% Reduce -0.7% 190,317 $10.2M
Parr McKnight Wealth Management Group, LLC 1.34% Add +1.8% 190,266 $10.2M
Private Client Services, LLC 3.19% Add +17.7% 189,610 $10.2M
Beacon Advisors Holdings, LLC 5.34% — 188,598 $10.1M
Cranbrook Wealth Management, LLC 2.00% Reduce -0.6% 188,332 $10.1M
Allspring Global Investments Holdings, LLC 0.02% No change 184,068 $10.1M
Cypress Financial Planning LLC 2.83% Add +4.4% 187,889 $10.1M
First Manhattan Co. Llc. 0.03% Add +1.2% 187,657 $10.1M
Northeast Investment Management 0.39% Add +8.5% 187,646 $10.1M
J.W. Cole Advisors, Inc. 0.24% Add +1.8% 288,522 $10.0M
Benjamin Edwards Inc. 0.11% Reduce -4.1% 185,923 $10.0M
Grove Bank & Trust 1.12% Add +3.3% 185,641 $10.0M
Connors Investor Services Inc. 0.86% Reduce -4.3% 184,903 $9.9M
OpenArc Corporate Advisory, LLC 0.16% — 184,442 $9.9M
Range Advisory, LLC 2.55% — 183,996 $9.9M
Titan Global Capital Management USA LLC 1.42% Add +80.5% 183,850 $9.9M
Smith, Moore & Co. 0.75% Add +3.2% 183,622 $9.9M
CoreCap Advisors, LLC 0.34% Add +1.7% 182,848 $9.8M
Integrated Advisors Network LLC 0.43% Reduce -3.6% 182,604 $9.8M
Arete Wealth Advisors, LLC 0.68% Add +48.2% 182,545 $9.8M
Vident Advisory, LLC 0.09% Reduce -37.1% 181,796 $9.8M
Standard Family Office LLC 10.38% No change 181,722 $9.8M
Charles Schwab Trust Co 0.64% Reduce -1.2% 181,580 $9.8M
Tortoise Investment Management, LLC 0.86% Add +0.3% 181,448 $9.8M
Forefront Analytics, LLC 8.60% Add +32.5% 181,105 $9.7M
Basecamp Wealth Advisors LLC 2.07% — 180,889 $9.7M
Tamar Securities, LLC 1.03% Add +12.1% 180,373 $9.7M
Soltis Investment Advisors LLC 0.64% Add +3.1% 180,146 $9.7M
Atmos Advisory, LLC 5.60% Add +4.4% 179,860 $9.7M
Roberts Wealth Advisors, LLC 2.52% Add +2.9% 179,827 $9.7M
Obsido Oy 5.94% Add +5.2% 179,776 $9.7M
Freedom Financial Partners LLC 3.50% Add +5.0% 179,160 $9.6M
NDVR, Inc. 7.97% Reduce -1.4% 178,573 $9.6M
BlueSky Wealth Advisors, LLC 1.26% Reduce -3.5% 177,522 $9.5M
Spire Wealth Management 0.32% Add +0.2% 176,458 $9.5M
Rathbones Group PLC 0.04% Add +11.8% 176,386 $9.5M
Sage Rhino Capital LLC 1.79% Reduce -0.8% 176,178 $9.5M
Finhabits Advisors LLC 8.87% — 175,872 $9.5M
Smith & Howard Wealth Management, LLC 2.15% Reduce -7.7% 175,184 $9.4M
Waterloo Capital, L.P. 0.68% Add +2.2% 174,333 $9.4M
Echo45 Advisors LLC 5.31% Reduce -2.0% 173,240 $9.3M
Forvis Mazars Wealth Advisors, LLC 0.18% Reduce -6.0% 172,545 $9.3M
Stephens Inc. 0.12% Reduce -2.8% 172,202 $9.3M
O'shaughnessy Asset Management, LLC 0.05% Add +11.1% 172,133 $9.3M
Serenity Investment Advisors 5.37% — 166,402 $9.2M
Ancora Advisors LLC 0.19% Add +0.1% 170,852 $9.2M
Canada Post Corp Registered Pension Plan 0.35% No change 170,000 $9.1M
CENTRAL TRUST Co 0.18% Add +17.8% 168,983 $9.1M
Ashton Thomas Private Wealth, LLC 0.22% Add +1.6% 168,152 $9.0M
Tribridge Partners Financial LLC 3.79% Add +4.1% 168,119 $9.0M
PFW Advisors LLC 2.73% Add +0.9% 167,983 $9.0M
Geneos Wealth Management Inc. 0.22% Add +7.7% 166,326 $8.9M
BTG Pactual Asset Management US LLC 0.99% Reduce -13.6% 178,750 $8.8M
Cardiff Park Advisors, LLC 0.73% Add +0.4% 164,274 $8.8M
Robertson Stephens Wealth Management, LLC 0.25% Reduce -5.7% 164,223 $8.8M
Tme Financial, Inc. 6.19% Reduce -1.7% 163,821 $8.8M
Bartlett & Co. Wealth Management LLC 0.11% Add +0.0% 163,336 $8.8M
Squarepoint Ops LLC 0.02% Add +2187.1% 163,321 $8.8M
Wallington Asset Management, LLC 1.11% Add +0.5% 162,271 $8.7M
Proathlete Wealth Management LLC 2.37% Add +5.1% 161,548 $8.7M
Coastline Trust Co 0.82% Add +162.4% 161,487 $8.7M
Fiduciary Group, LLC 0.73% Add +4.6% 160,845 $8.6M
Aurelius Family Office LLC 3.70% Reduce -1.4% 155,615 $8.6M
Continuum Wealth Advisors, LLC 3.31% Add +12.7% 159,381 $8.6M
TMB Capital Partners, LLC 2.93% — 159,128 $8.6M
4Thought Financial Group Inc. 4.21% Add +1.1% 158,272 $8.5M
Advocate Group LLC 1.37% Add +5.1% 157,991 $8.5M
Investment Partners, LTD. 2.97% Add +1.8% 157,809 $8.5M
Abacus Planning Group, Inc. 1.13% Add +4.7% 157,677 $8.5M
Nelson Capital Management, LLC 0.99% Add +0.7% 157,399 $8.5M
Central Bank & Trust Co. 1.30% Reduce -5.0% 156,643 $8.4M
Applied Capital LLC 3.24% Add +2.9% 156,501 $8.4M
Courier Capital LLC 0.47% Add +2.1% 156,049 $8.4M
Fairway Wealth LLC 2.26% Add +14.3% 155,876 $8.4M
Principal Financial Group Inc. 0.00% Add +0.5% 155,608 $8.4M
Omnia Family Wealth, LLC 2.47% Add +1248.8% 155,551 $8.4M
Bay Harbor Wealth Management, LLC 2.18% Reduce -2.2% 155,521 $8.4M
Zeit Capital LLC 5.60% Reduce -0.5% 154,327 $8.3M
CFS Investment Advisory Services, LLC 0.61% Add +6.3% 154,199 $8.3M
Courage Miller Partners, LLC 2.48% Reduce -3.4% 153,066 $8.2M
Boston Trust Walden Corp 0.06% Reduce -29.0% 152,969 $8.2M
XY Planning Network, Inc. 1.43% Add +50.7% 152,745 $8.2M
Sierra Capital LLC 0.87% Add +0.5% 152,525 $8.2M
Founders Grove Wealth Partners, LLC 1.84% Reduce -1.3% 152,077 $8.2M
Ackerman Capital Advisors, LLC 1.64% Add +4.1% 152,029 $8.2M
Henshaw Capital LLC 0.29% No change 150,000 $8.1M
Bradley Foster & Sargent Inc. 0.12% Add +5.9% 149,785 $8.1M
Seneca Financial Advisors LLC 2.45% Add +10.9% 149,512 $8.0M
Myecfo, LLC 3.39% Add +18.1% 148,452 $8.0M
Tenret Co LLC 4.04% Add +1.8% 148,335 $8.0M
Joule Financial, LLC 2.37% Reduce -2.4% 147,252 $7.9M
Pinnacle Associates Ltd. 0.10% Add +0.0% 146,614 $7.9M
Hiley Hunt Wealth Management 3.52% Reduce -7.0% 146,393 $7.9M
Verus Advisory, Inc. 5.13% — 146,068 $7.9M
Modern Wealth Management, LLC 0.14% Add +2.0% 146,080 $7.9M
Beirne Wealth Consulting Services, LLC 2.25% Add +1.9% 144,732 $7.8M
Prudent Investors Network, Inc. 1.77% New 143,195 $7.7M
Stonekeep Investments, LLC 4.91% Add +3.5% 142,820 $7.7M
Seven Springs Wealth Group, LLC 2.24% No change 142,767 $7.7M
Evercore Wealth Management, LLC 0.11% Add +9.0% 142,085 $7.6M
Ameraudi Asset Management, Inc. 4.19% Add +4.5% 141,743 $7.6M
NLB Skladi, upravljanje premozenja, d.o.o. 0.35% — 141,391 $7.6M
Arrowroot Family Office, LLC 2.76% Add +36.6% 141,387 $7.6M
Plancorp, LLC 0.23% Reduce -2.1% 141,370 $7.6M
Guardian Wealth Advisors, LLC 4.26% Add +1.8% 140,332 $7.5M
Aspiriant, LLC 0.22% Add +26.3% 140,133 $7.5M
Hamrick Investment Counsel, llc 5.60% — 139,983 $7.5M
LBMC Investment Advisors, LLC 0.46% Reduce -1.1% 139,261 $7.5M
MCF Advisors LLC 0.41% Add +39.4% 139,035 $7.5M
Invst, LLC 0.81% Add +2.9% 139,022 $7.5M
Investor's Fiduciary Advisor Network, LLC 1.59% Add +2330.0% 138,244 $7.4M
Matrix Private Capital Group LLC 3.76% Add +5.4% 138,045 $7.4M
Duncan Williams Asset Management, LLC 1.84% Add +13.1% 131,513 $7.4M
RFG Advisory, LLC 0.14% Reduce -28.4% 136,991 $7.4M
Parkside Financial Bank & Trust 0.55% Add +0.2% 136,155 $7.3M
Pinnacle Wealth Management Advisory Group, LLC 0.50% Reduce -0.1% 135,004 $7.3M
Perigon Wealth Management, LLC 0.13% Reduce -7.4% 134,531 $7.2M
Hillcrest Wealth Advisors - NY, LLC 3.11% Add +1.3% 134,341 $7.2M
Jefferies Financial Group Inc. 0.06% Reduce -6.2% 133,867 $7.2M
Vanguard Personalized Indexing Management, LLC 0.07% Add +0.7% 133,233 $7.2M
IFP Advisors, Inc 0.16% Add +25.7% 133,137 $7.2M
Rareview Capital LLC 4.64% Add +4.0% 144,705 $7.2M
Wedbush Securities Inc. 0.21% Add +5.5% 133,093 $7.2M
Rodgers & Associates, LTD 0.72% Reduce -0.1% 132,411 $7.1M
Frank, Rimerman Advisors LLC 0.45% No change 132,156 $7.1M
Ocean Park Asset Management, LLC 0.33% Reduce -59.1% 131,198 $7.1M
Abound Wealth Management 1.65% Add +0.4% 131,176 $7.1M
Roundview Capital LLC 0.43% Add +29.5% 130,830 $7.0M
North Star Asset Management Inc. 0.28% Add +0.8% 130,137 $7.0M
Bricktown Capital, LLC 1.18% No change 130,003 $7.0M
Heritage Trust Co 0.71% Reduce -2.9% 129,899 $7.0M
Dorsey & Whitney Trust CO LLC 0.37% Reduce -6.7% 129,185 $6.9M
SWP Financial LLC 3.47% Add +58.2% 128,685 $6.9M
James J. Burns & Company, LLC 0.95% Add +8.8% 128,685 $6.9M
OneDigital Investment Advisors LLC 0.07% Reduce -8.5% 128,237 $6.9M
Rockbridge Investment Management, LCC 0.64% Reduce -1.7% 128,220 $6.9M
Hopwood Nicholas Hunter 2.24% — 128,077 $6.9M
Michelson Medical Research Foundation, Inc. 6.88% No change 127,630 $6.9M
Trust Co. of Vermont 0.29% Add +18.6% 127,358 $6.8M
Cherry Tree Wealth Management, LLC 1.44% Add +4.8% 127,220 $6.8M
Prosperity Advisers, LLC 5.63% — 126,884 $6.8M
Dravo Bay LLC 2.83% Add +3.0% 126,632 $6.8M
Auour Investments LLC 2.15% Add +75.0% 125,542 $6.7M
Strategic Blueprint, LLC 0.40% Reduce -17.4% 125,436 $6.7M
Aspire Private Capital, LLC 1.49% Reduce -1.4% 124,848 $6.7M
Motive Wealth Advisors 2.85% Reduce -2.3% 124,302 $6.7M
Sunflower Bank, N.A. 1.68% Reduce -5.8% 124,049 $6.7M
Gladwyn Financial Advisors, Inc. 4.67% Reduce -0.4% 123,643 $6.6M
IF Advisors, LLC 5.39% — 123,479 $6.6M
Level Wealth Management LLC 3.39% Reduce -9.5% 123,451 $6.6M
Gould Capital, LLC 4.09% Reduce -0.7% 123,380 $6.6M
Renaissance Technologies 0.01% Add +806.2% 122,970 $6.6M
Heritage Investors Management Corp. 0.19% Add +0.0% 122,874 $6.6M
Legacies Wealth LLC 3.73% Add +7.5% 122,683 $6.6M
Main Street Financial Solutions, LLC 0.49% Reduce -7.1% 122,346 $6.6M
Texas Yale Capital Corp. 0.20% Add +6.5% 121,245 $6.5M
Birch Hill Investment Advisors LLC 0.27% Add +1.4% 121,141 $6.5M
J.E. Simmons & Co., P.C. 4.21% — 120,910 $6.5M
Strong Retirement Solutions LLC 4.38% — 120,845 $6.5M
Cedar Point Capital Partners, LLC 4.14% Reduce -3.9% 120,753 $6.5M
Retirement Wealth Solutions LLC 4.10% Add +0.4% 120,731 $6.5M
Ethos Financial Group, LLC 0.48% Add +6.3% 120,603 $6.5M
Woodstock Corp. 0.56% Add +0.1% 120,557 $6.5M
Syon Capital LLC 0.32% Add +2.4% 120,035 $6.5M
Martel Wealth Advisors LLC 1.08% Reduce -2.0% 118,015 $6.3M
HCR Wealth Advisors 0.63% Add +9.8% 117,794 $6.3M
Brown Wealth Management, LLC 1.66% Add +815.0% 117,475 $6.3M
Stephenson & Company, Inc. 3.46% Add +2.8% 117,201 $6.3M
Walkner Condon Financial Advisors LLC 0.87% Add +1.7% 117,050 $6.3M
Parthenon LLC 0.68% Reduce -1.0% 117,033 $6.3M
S&co Inc. 0.39% Add +0.7% 116,943 $6.3M
Genesis Financial Group, LLC 3.65% — 116,918 $6.3M
HT Partners LLC 1.85% Reduce -0.3% 115,920 $6.2M
Sigma Planning Corp 0.17% Add +1.9% 115,913 $6.2M
Eagle Bay Advisors LLC 4.55% Reduce -6.9% 115,874 $6.2M
Oliver Luxxe Assets LLC 0.95% Reduce -1.3% 115,606 $6.2M
LBJ Family Wealth Advisors, Ltd. 3.41% Reduce -2.7% 115,294 $6.2M
Cedar Mountain Advisors, LLC 1.19% Add +0.3% 115,011 $6.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.27% Add +1.5% 114,808 $6.2M
Summit Wealth Group, LLC 1.44% Add +0.5% 114,325 $6.1M
Hilltop National Bank 1.49% Add +0.2% 114,266 $6.1M
rebel Financial LLC 2.62% Add +0.0% 113,971 $6.1M
Kanawha Capital Management LLC 0.42% Reduce -0.8% 112,956 $6.1M
First Citizens Bank & Trust Co. 0.13% Reduce -5.5% 112,916 $6.1M
VCI Wealth Management LLC 1.69% Add +8.4% 112,837 $6.1M
Ascent Group, LLC 0.21% Reduce -5.4% 112,640 $6.1M
SkyOak Wealth, LLC 1.09% Add +0.4% 112,370 $6.0M
Kearns & Associates LLC 3.12% Add +2.0% 112,346 $6.0M
Winthrop Advisory Group LLC 0.51% Reduce -0.9% 112,212 $6.0M
Genesis Wealth Advisors, LLC 4.13% Add +1.8% 112,014 $6.0M
Jackson Hole Capital Partners, LLC 1.03% Add +0.3% 111,951 $6.0M
Trust Co of the South 0.97% Reduce -8.2% 111,752 $6.0M
Ritholtz Wealth Management 0.11% Reduce -2.0% 111,314 $6.0M
Cornerstone Wealth Advisors, Inc. 1.39% Add +3.0% 111,265 $6.0M
Principia Wealth Advisory, LLC 3.73% Add +15.5% 110,838 $6.0M
Richmond Investment Services, LLC 1.03% Add +14.7% 110,524 $5.9M
Tudor Investment Corporation 0.03% Add +95.1% 110,055 $5.9M
1900 Wealth Management LLC 0.38% Add +1.9% 109,830 $5.9M
DiPaolo Financial Group, Inc. 6.28% — 109,738 $5.9M
CGN Advisors LLC 0.47% Add +3.2% 109,601 $5.9M
Legacy PCG, LLC 3.65% Reduce -2.9% 109,551 $5.9M
Pachira Investments Inc. 2.86% Add +40.3% 109,433 $5.9M
Allstreet Capital Advisors LLC 4.26% — 109,417 $5.9M
Andina Capital Management, LLC 3.54% Add +1.9% 108,848 $5.9M
1834 Investment Advisors Co. 0.73% Add +2.1% 108,819 $5.9M
Axiom Financial Strategies, LLC 2.46% Reduce -1.5% 108,597 $5.8M
Galvin, Gaustad & Stein, LLC 0.46% Reduce -35.9% 107,676 $5.8M
Brown Brothers Harriman & Co. 0.03% Reduce -0.1% 107,531 $5.8M
Mirador Capital Partners LP 0.79% Add +2.1% 107,008 $5.8M
Trevian Wealth Management LLC 2.71% Add +2.1% 106,344 $5.7M
St Germain D J Co. Inc. 0.22% Reduce -0.9% 106,285 $5.7M
Atlas Capital Advisors Inc. 0.64% — 106,035 $5.7M
Cerity Partners OCIO LLC 0.31% Reduce -94.5% 105,598 $5.7M
Breakwater Investment Management 2.05% Reduce -2.8% 105,362 $5.7M
Lowe Brockenbrough & Co. Inc. 0.28% Reduce -2.4% 105,133 $5.7M
GoalFusion Wealth Management, LLC 2.61% Add +1.8% 104,885 $5.6M
Oakwell Private Wealth Management, LLC 1.05% Reduce -0.3% 104,498 $5.6M
Haverford Trust Co 0.05% Add +3.1% 104,455 $5.6M
Financial Synergies Wealth Advisors, Inc. 0.54% Reduce -0.3% 104,443 $5.6M
Compass Wealth Management, LLC 2.31% Add +1.5% 104,370 $5.6M
One Degree Advisors Inc 1.54% Add +1.9% 104,338 $5.6M
SWS Partners 1.35% Add +1.8% 104,126 $5.6M
Proficio Capital Partners LLC 0.39% Add +1461.9% 103,942 $5.6M
Thrive Wealth Management, LLC 0.82% Add +0.3% 103,929 $5.6M
NewSquare Capital LLC 0.49% Reduce -29.7% 103,620 $5.6M
Trust Co 0.52% Add +4.2% 103,029 $5.5M
Hancock Whitney Corp. 0.10% Reduce -0.2% 102,967 $5.5M
Atlantic Edge Private Wealth Management, LLC 1.37% Add +12.5% 102,732 $5.5M
Warner Financial, Inc. 1.91% Add +8.4% 102,589 $5.5M
Clearstead Advisors, LLC 0.07% Add +6.3% 102,071 $5.5M
Clear Retirement Advice LLC 4.27% — 97,260 $5.5M
Tikvah Management LLC 1.46% No change 101,580 $5.5M
Kickstand Ventures, Llc. 1.15% Add +3.3% 101,165 $5.4M
Headinvest, LLC 1.08% Add +3.4% 100,902 $5.4M
Marino Management, LLC 1.07% — 100,287 $5.4M
Bedminster, LLC 4.96% — 100,362 $5.4M
BHK Investment Advisors, LLC 1.77% Add +9.0% 100,058 $5.4M
Harvest Investment Advisors, LLC 3.05% Add +1.8% 100,042 $5.4M
Tull Financial Group, Inc. 2.29% Add +2.4% 99,621 $5.4M
Kitching Partners, LLC 4.89% Add +13.4% 99,455 $5.3M
Triangle Securities Wealth Management 1.13% Reduce -0.6% 99,283 $5.3M
Parsons Capital Management Inc. 0.29% Reduce -2.6% 98,693 $5.3M
Peterson Wealth Advisors, LLC 0.71% Reduce -5.3% 98,561 $5.3M
BOK Financial Private Wealth, Inc. 0.32% Add +5.0% 98,419 $5.3M
Opus Capital Group, LLC 0.57% Add +0.4% 98,358 $5.3M
One Capital Management, LLC 0.16% Add +155.7% 98,319 $5.3M
Alley Investment Management Company, LLC 0.62% Reduce -0.4% 98,131 $5.3M
Naples Global Advisors, LLC 0.39% Add +2.3% 97,985 $5.3M
Becker Capital Management Inc. 0.15% Add +5.8% 97,327 $5.2M
Ieq Capital, LLC 0.02% Add +8.2% 96,854 $5.2M
HB Wealth Management, LLC 0.03% Add +1.3% 96,823 $5.2M
Blueprint Investment Partners LLC 0.56% Add +6.4% 96,771 $5.2M
McNamara Financial Services, Inc. 0.99% Reduce -6.0% 96,630 $5.2M
Addis & Hill, Inc 3.13% Add +2.1% 96,251 $5.2M
Waters Parkerson & Co., LLC 0.25% Add +0.1% 96,211 $5.2M
Chilton Capital Management LLC 0.18% Reduce -3.3% 96,182 $5.2M
Johnson Financial Group, Inc. 0.19% Reduce -1.1% 95,937 $5.2M
Journey Beyond Wealth, LLC 4.10% Add +5.7% 95,878 $5.2M
Wealth Advisory Team LLC 4.55% — 95,703 $5.1M
Crewe Advisors LLC 0.45% Add +5.1% 95,472 $5.1M
Great Valley Advisor Group, Inc. 0.10% Reduce -1.9% 95,223 $5.1M
Davis R M Inc. 0.09% Reduce -1.5% 95,092 $5.1M
Vilga Financial Planning LLC 4.89% — 94,993 $5.1M
McAdam, LLC 0.23% Add +4.6% 94,756 $5.1M
DDFG, Inc 1.11% Reduce -0.7% 94,486 $5.1M
Fiducient Advisors LLC 0.63% Add +0.8% 94,425 $5.1M
Level Financial Advisors 1.34% Add +7.3% 94,182 $5.1M
AE Wealth Management LLC 0.03% Add +12.6% 94,110 $5.1M
Nwam LLC 0.28% Reduce -1.9% 90,070 $5.0M
Maltin Wealth Management, Inc. 2.01% Add +6.2% 93,796 $5.0M
REDW Wealth LLC 1.91% Reduce -1.4% 93,350 $5.0M
Waldron Private Wealth LLC 0.20% Reduce -2.9% 92,432 $5.0M
Stephens Greth Foundation 2.85% — 92,270 $5.0M
Nipun Capital, L.P. 2.26% New 92,200 $5.0M
Hardy Reed LLC 0.35% Reduce -0.0% 92,073 $4.9M
Fifth Third Securities, Inc. 0.32% Add +12.2% 91,851 $4.9M
Marathon Strategic Advisors, LLC 3.73% Reduce -2.1% 90,754 $4.9M
Western Reserve Capital Management, LLC 4.54% — 90,544 $4.9M
Sound Financial Strategies Group, LLC 3.43% Add +17.2% 90,372 $4.9M
Landmark Wealth Management, LLC 1.85% Add +1.6% 90,165 $4.8M
FMA Wealth Management, LLC 3.12% Add +1.9% 89,622 $4.8M
Cooksen Wealth, LLC 3.51% Add +0.1% 89,336 $4.8M
Pine Valley Investments Ltd Liability Co 0.24% Reduce -7.3% 89,296 $4.8M
Lee Danner & Bass Inc. 0.34% Add +0.4% 88,989 $4.8M
Columbus Macro, LLC 0.52% Reduce -3.2% 88,715 $4.8M
Cahill Financial Advisors Inc. 0.52% Reduce -5.3% 88,235 $4.7M
Venture Visionary Partners LLC 0.15% Reduce -1.1% 88,087 $4.7M
K2 Financial Inc. 3.65% Reduce -2.4% 85,446 $4.7M
Woodmont Investment Counsel LLC 0.30% Add +0.9% 87,668 $4.7M
Accelerate Investment Advisors LLC 3.17% Add +6.1% 87,619 $4.7M
Thayer Partners, LLC / MA 2.29% — 87,418 $4.7M
BKM Wealth Management, LLC 1.72% Add +0.4% 87,393 $4.7M
HM Payson & Co. 0.07% Add +35.2% 87,200 $4.7M
Allianz Asset Management GmbH 0.01% Reduce -70.7% 87,189 $4.7M
Strategic Financial Partners, Ltd. 2.03% Reduce -2.3% 87,174 $4.7M
Ensign Peak Advisors, Inc 0.01% No change 86,918 $4.7M
Sapient Capital LLC 0.07% Add +478.6% 86,821 $4.7M
Heartwood Wealth Advisors LLC 0.43% Add +4.4% 86,273 $4.6M
Bryn Mawr Trust Advisors, LLC 0.22% Add +17.4% 86,156 $4.6M
VERITY Wealth Advisors 2.87% No change 86,117 $4.6M
TD Private Client Wealth LLC 0.10% Reduce -1.4% 85,833 $4.6M
Berkshire Asset Management LLC 0.20% Add +1.4% 85,823 $4.6M
Glenview Trust Co 0.07% Add +1.2% 85,783 $4.6M
Ameritas Advisory Services, LLC 0.17% Add +562.2% 85,771 $4.6M
Private Wealth Advisors, LLC 1.66% Add +4.4% 85,506 $4.6M
Bank of New Hampshire 1.03% Add +3.3% 85,435 $4.6M
Phoenix Financial Ltd. 0.05% Add +3.2% 85,448 $4.6M
Kagan Cocozza Asset Management 3.26% Add +3.3% 85,254 $4.6M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -7.0% 84,936 $4.6M
NorthCrest Asset Manangement, LLC 0.10% Add +16.5% 82,392 $4.6M
Main Management LLC 0.33% Add +62.8% 84,478 $4.5M
Employees' Retirement Fund of the City of Fort Worth 2.02% Reduce -7.4% 84,100 $4.5M
Capitolis Liquid Global Markets LLC 0.03% Reduce -54.5% 84,100 $4.5M
Argent Trust Co 0.15% Add +42.3% 83,075 $4.5M
Signal Tree Financial Partners LLC 3.38% Add +2.3% 82,356 $4.4M
Schaper Benz & Wise Investment Counsel Inc. 0.32% Add +36.5% 82,194 $4.4M
Gutierrez Wealth Advisory, LLC 2.76% Reduce -0.3% 81,724 $4.4M
YANKCOM Partnership 1.86% Add +2.4% 81,310 $4.4M
NerdWallet Wealth Partners, LLC 1.95% Add +15.9% 81,200 $4.4M
Fourpath Capital Management, LLC 0.60% Reduce -0.3% 80,895 $4.3M
TPG Financial Advisors, LLC 1.45% Add +0.9% 80,743 $4.3M
Wealth Management Strategies, Inc. 1.99% Add +6.9% 80,409 $4.3M
Graetz Wealth LLC 3.93% — 80,373 $4.3M
1ST Source Bank 0.23% Reduce -8.1% 80,288 $4.3M
Orin Green Financial, LLC 1.72% Reduce -14.4% 79,899 $4.3M
Symmetry Partners, LLC 0.25% Reduce -42.5% 79,464 $4.3M
Vavra Capital Management, LLC 4.19% — 79,321 $4.3M
Compton Wealth Advisory Group, LLC 0.93% Add +3.6% 79,317 $4.3M
Lutz Financial Services LLC 0.29% Add +0.4% 79,115 $4.3M
Trust Point Inc. 0.33% Reduce -3.9% 78,870 $4.2M
Defined Wealth Management, LLC 2.44% Reduce -0.7% 78,805 $4.2M
SVB Wealth LLC 0.25% Reduce -0.8% 78,636 $4.2M
Drucker Wealth 3.0, LLC 0.74% Reduce -2.8% 78,143 $4.2M
Gordian Advisors LLC 2.78% Reduce -0.5% 78,123 $4.2M
Angeles Investment Advisors, LLC 0.28% Add +31.8% 77,885 $4.2M
Financial Strategies Group, Inc. 0.76% Reduce -2.1% 75,174 $4.2M
Northern Lights Advisors, Inc. 2.87% — 77,709 $4.2M
Atlatl Advisers LLC 1.59% Add +8.6% 77,142 $4.2M
DWR Wealth Management, LLC 3.85% — 77,028 $4.1M
Fortitude Family Office, LLC 0.97% Reduce -4.7% 77,089 $4.1M
WBH Advisory Inc. 0.31% Add +2.5% 76,952 $4.1M
Dark Forest Capital Management LP 0.19% Reduce -75.5% 76,826 $4.1M
First Heartland Consultants, Inc. 0.31% Add +2.6% 76,574 $4.1M
Campion Asset Management 2.85% Add +8.1% 76,415 $4.1M
E&G Advisors, LLC 0.91% Add +6.2% 76,084 $4.1M
Joel Isaacson & Co., LLC 0.13% Add +25.0% 75,951 $4.1M
Warwick Investment Management, Inc. 0.63% Add +52.9% 75,535 $4.1M
Wealth Advisory Solutions, LLC 0.94% Reduce -1.3% 74,899 $4.0M
Values Added Financial LLC 1.69% Reduce -0.7% 74,275 $4.0M
DBK Financial Counsel, LLC 3.06% Reduce -3.1% 74,216 $4.0M
Security Financial Services, INC. 0.62% Reduce -3.0% 73,686 $4.0M
Newport Capital Group, LLC 2.41% Add +1.6% 73,266 $3.9M
Hudson Oak Wealth Advisory LLC 3.47% — 73,262 $3.9M
Van Strum & Towne Inc. 1.10% Add +0.9% 72,830 $3.9M
Cutler Investment Counsel LLC 0.41% Add +1.1% 72,606 $3.9M
Werba Rubin Papier Wealth Management 1.06% Add +7.3% 72,459 $3.9M
BlackDiamond Wealth Management, LLC 1.89% Add +12.9% 67,238 $3.9M
Rinkey Investments 0.98% Reduce -2.5% 71,496 $3.8M
Perissos Private Wealth Management, LLC 3.31% Reduce -50.3% 71,403 $3.8M
Louisbourg Investments Inc. 0.76% Add +2.3% 71,236 $3.8M
CWA Asset Management Group, LLC 0.14% Reduce -1.5% 71,043 $3.8M
Aspen Grove Capital, LLC 0.66% Add +1.3% 71,008 $3.8M
Burney Co./ 0.12% Reduce -2.2% 70,946 $3.8M
TFO Wealth Partners, LLC 0.57% Add +1.9% 70,881 $3.8M
Mitchell McLeod Pugh & Williams Inc. 0.54% Add +16.0% 66,258 $3.8M
CFO4Life Group, LLC 0.54% Reduce -2.0% 70,461 $3.8M
American Investment Services, Inc. 0.88% Add +6.0% 70,332 $3.8M
WealthSpring Partners, LLC 3.87% — 70,312 $3.8M
Capital Group Private Client Services, Inc. 0.06% Add +4.5% 70,179 $3.8M
Root Financial Partners, LLC 0.19% Add +16.6% 70,118 $3.8M
Hilltop Wealth Advisors, LLC 1.89% Reduce -0.5% 70,037 $3.8M
Elevated Capital Advisors, LLC 0.88% Reduce -1.3% 69,985 $3.8M
Victrix Investment Advisors 1.45% New 69,816 $3.8M
KRM Wealth Management L.L.C. 2.05% — 69,699 $3.7M
Arbor Trust Wealth Advisors, LLC 1.63% Add +103.0% 69,490 $3.7M
Ticino Wealth 1.38% — 69,392 $3.7M
Lanark Financial, Inc. 0.28% Add +0.2% 69,169 $3.7M
Bridgewealth Advisory Group, LLC 0.82% Add +2.0% 69,146 $3.7M
LMCG Investments, LLC 0.21% Add +1.2% 69,007 $3.7M
Clear Creek Financial Management, LLC 0.30% New 68,866 $3.7M
Fullerton Advisors, LLC 3.69% — 68,689 $3.7M
Summit Financial Strategies, Inc. 0.30% Reduce -6.7% 68,523 $3.7M
Fidelis Capital Partners, LLC 0.27% Add +1.5% 68,523 $3.7M
Angeles Wealth Management, LLC 0.20% Add +94.5% 68,327 $3.7M
Motley Fool Wealth Management, LLC 0.28% Add +69.0% 67,990 $3.7M
Meadowbrook Advisors Group, LLC 2.05% — 67,869 $3.6M
Loomis Sayles & Co. L P 0.00% Reduce -0.1% 67,753 $3.6M
Granite Harbor Advisors, Inc. 1.54% Add +0.6% 67,674 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.0% 67,432 $3.6M
Astoria Strategic Wealth, Inc. 0.91% Reduce -2.0% 67,021 $3.6M
American Alpha Advisors, LLC 2.27% Add +3.7% 67,000 $3.6M
Family CFO Inc 1.61% Reduce -7.0% 66,950 $3.6M
Retirement Planning Group, LLC 0.12% Reduce -13.5% 66,758 $3.6M
Ironwood Investment Management LLC 1.50% Add +6.9% 66,529 $3.6M
Tred Avon Family Wealth, LLC 1.16% Add +2.0% 66,428 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -10.3% 66,421 $3.6M
Seven Post Investment Office LP 1.27% Reduce -1.2% 66,310 $3.6M
Howland Capital Management LLC 0.14% Reduce -8.4% 66,278 $3.6M
SOL Capital Management CO 0.32% Reduce -0.1% 66,123 $3.6M
Hexagon Capital Partners LLC 0.66% Add +3.3% 66,035 $3.6M
PFC Capital Group, Inc. 1.46% Add +9.8% 65,703 $3.5M
First National Bank of Omaha 0.10% Add +13.2% 65,357 $3.5M
Truepoint, Inc. 0.08% Reduce -0.2% 65,303 $3.5M
Silver Oak Securities, Incorporated 0.24% Add +11.0% 65,158 $3.5M
Diversified Trust Co. 0.06% Add +6.6% 65,093 $3.5M
Congress Asset Management Co. 0.02% Reduce -3.4% 64,978 $3.5M
Balboa Wealth Partners 0.58% Add +5.8% 64,944 $3.5M
Linscomb Wealth, Inc. 0.15% Add +1.3% 64,862 $3.5M
Rockland Trust Co. 0.14% Add +2.3% 64,750 $3.5M
Fire Capital Management LLC 1.73% Reduce -0.5% 64,629 $3.5M
Rothschild Wealth LLC 0.33% Add +33.7% 64,563 $3.5M
Grey Fox Wealth Advisors, LLC 0.71% Reduce -3.2% 64,532 $3.5M
Sageworth Trust Co 0.15% Reduce -1.0% 64,437 $3.5M
Smith Partners Wealth Management, LLC 3.17% — 64,199 $3.5M
Aerodigm Wealth, LLC 1.33% Reduce -13.9% 63,997 $3.4M
VSM Wealth Advisory, LLC 1.03% Reduce -0.5% 63,964 $3.4M
Salomon & Ludwin, LLC 0.30% Add +0.0% 62,153 $3.4M
Cadence Wealth Management LLC 1.65% Reduce -0.6% 63,675 $3.4M
Hohimer Wealth Management, LLC 0.46% Add +1.7% 63,656 $3.4M
Blueprint Financial Advisors LLC 0.52% Reduce -0.2% 63,225 $3.4M
Creekside Partners 1.44% Add +1.3% 63,189 $3.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 62,815 $3.4M
Axos Invest Inc. 2.47% Reduce -33.3% 62,534 $3.4M
Apollon Wealth Management, LLC 0.06% Add +4.3% 62,519 $3.4M
AlTi Global, Inc. 0.07% Reduce -7.7% 62,304 $3.3M
Gallagher Fiduciary Advisors, LLC 0.11% New 62,073 $3.3M
Brown Miller Wealth Management, LLC 0.92% Add +22.6% 61,699 $3.3M
Wellington Management Group LLP 0.00% Add +107.4% 61,443 $3.3M
Flywheel Private Wealth LLC 2.06% Reduce -2.8% 61,363 $3.3M
New England Private Wealth Advisors LLC 0.41% Add +7.8% 61,297 $3.3M
HighRoad Wealth Advisors, LLC 3.14% — 61,241 $3.3M
Bleakley Financial Group, LLC 0.06% Add +124.1% 61,155 $3.3M
Centennial Bank 1.30% Add +11.7% 60,794 $3.3M
Causeway Capital Management LLC 0.04% New 60,561 $3.3M
Johnson Bixby & Associates, LLC 0.40% Add +1.9% 60,486 $3.3M
Integrated Capital Management, LLC 1.40% Reduce -0.1% 60,470 $3.3M
Aureus Asset Management, LLC 0.21% Add +0.9% 60,257 $3.2M
E&R Wealth Management, LLC 3.38% — 60,211 $3.2M
Institute for Wealth Management, LLC. 0.34% Add +2.9% 60,183 $3.2M
Fort Sheridan Advisors LLC 0.41% Add +1.4% 60,087 $3.2M
Integrity Wealth Solutions LLC 1.27% Add +2.9% 59,912 $3.2M
Ti-Trust, Inc. 1.99% Reduce -0.2% 59,880 $3.2M
Upper Left Wealth Management, LLC 1.96% Add +5.8% 59,857 $3.2M
Dynasty Wealth Management, LLC 0.03% Add +0.6% 59,376 $3.2M
Prentice Wealth Management LLC 0.72% Add +1.2% 58,846 $3.2M
Hikari Power Ltd 0.25% No change 58,810 $3.2M
Cary Street Partners Financial LLC 0.08% Reduce -2.5% 58,769 $3.2M
Cassilly Financial Group LLC 2.79% — 58,660 $3.2M
First Bancorp, Inc 1.67% Reduce -2.1% 58,588 $3.1M
Connecticut Wealth Management, LLC 0.14% Add +0.0% 58,397 $3.1M
Brickley Wealth Management 0.53% Add +0.0% 58,380 $3.1M
Manchester Capital Management LLC 0.43% Reduce -1.6% 58,269 $3.1M
Disciplined Investments, LLC 1.20% Reduce -6.3% 58,167 $3.1M
Running Point Capital Advisors, LLC 0.85% Add +0.5% 58,127 $3.1M
Canandaigua National Bank & Trust Co. 0.28% Reduce -1.8% 58,071 $3.1M
Kingsview Wealth Management, LLC 0.04% Reduce -4.4% 58,011 $3.1M
Chesley Taft & Associates LLC 0.12% Add +36.0% 57,896 $3.1M
Brightwater Advisory LLC 2.10% Reduce -1.1% 57,740 $3.1M
Garden State Investment Advisory Services LLC 0.74% Add +4.1% 57,562 $3.1M
Fiduciary Wealth Partners, LLC 1.26% Add +22.2% 57,348 $3.1M
Manuka Financial, LLC 1.91% Add +1.3% 57,223 $3.1M
D'Orazio & Associates, Inc. 0.39% Reduce -4.4% 57,215 $3.1M
NavPoint Financial, Inc. 1.31% Add +1.9% 57,109 $3.1M
Avion Wealth 0.64% Reduce -7.7% 56,652 $3.0M
MetLife Investment Management, LLC 0.01% Reduce -12.8% 56,610 $3.0M
Xcelsior Advisor Partners LLC 1.48% — 56,595 $3.0M
Vista Investment Management 1.00% Add +1.9% 56,502 $3.0M
PAX Financial Group, LLC 0.52% Add +0.6% 56,052 $3.0M
American Financial Advisors, LLC 0.39% Reduce -6.4% 55,988 $3.0M
Petros Family Wealth, LLC 2.00% New 55,951 $3.0M
Randall & Associates Wealth Management 2.08% Reduce -5.2% 55,935 $3.0M
Quantitative Investment Management, LLC 0.29% New 55,933 $3.0M
Cornerstone Wealth Management, LLC 0.16% Add +12.2% 55,877 $3.0M
Pinnacle Bancorp, Inc. 0.88% Reduce -0.0% 55,662 $3.0M
Financial Guidance Group, Inc. 1.22% Add +5.8% 55,379 $3.0M
Asset Allocation Strategies LLC 0.55% Add +4.2% 55,204 $3.0M
Legacy Wealth Partners, LLC 0.77% — 55,080 $3.0M
Welch & Forbes LLC 0.04% Add +1.4% 54,901 $3.0M
VVR Holdings LLC 1.53% — 54,742 $2.9M
Stratos Wealth Advisors, LLC 0.14% Add +1.4% 54,707 $2.9M
FSB Premier Wealth Management, Inc. 0.93% Reduce -1.2% 54,685 $2.9M
MorganRosel Wealth Management, LLC 0.73% Add +11.8% 54,623 $2.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.74% — 54,403 $2.9M
Gemmer Asset Management LLC 0.22% Reduce -3.3% 54,320 $2.9M
Prospera Financial Services Inc 0.05% Add +0.7% 54,235 $2.9M
Norris Perne & French LLP 0.19% Reduce -1.3% 53,564 $2.9M
HighPoint Advisor Group LLC 0.06% New 53,519 $2.9M
Avestar Capital, LLC 0.20% Reduce -0.8% 53,149 $2.9M
Foundation Wealth Management, LLC\PA 1.03% Reduce -3.9% 53,056 $2.9M
Stone Summit Wealth LLC 0.77% Reduce -4.2% 52,808 $2.8M
Monarch Capital Management Inc. 0.69% Reduce -3.9% 52,228 $2.8M
LifePlan Investment Advisors, Inc. 1.14% Add +12.3% 52,150 $2.8M
Csenge Advisory Group 0.13% Add +5.1% 52,107 $2.8M
Consolidated Portfolio Review Corp 0.24% Reduce -61.4% 52,010 $2.8M
Brady Martz Wealth Solutions, LLC 0.49% Reduce -58.5% 52,000 $2.8M
Carter Financial Group, INC. 1.66% Add +2.5% 51,944 $2.8M
Maripau Wealth Management LLC 1.28% Add +0.2% 51,829 $2.8M
AssuredPartners Investment Advisors, LLC 0.41% Add +425.7% 51,826 $2.8M
Evanson Asset Management, LLC 0.15% Add +0.5% 51,724 $2.8M
Brand Asset Management Group, Inc. 0.77% Reduce -5.8% 51,522 $2.8M
Falcon Wealth Planning 0.23% Add +0.6% 51,436 $2.8M
Arta Finance Wealth Management LLC 1.41% — 51,402 $2.8M
Rooted Wealth Advisors, Inc. 0.78% Add +13.6% 48,893 $2.8M
HBK Sorce Advisory LLC 0.06% Add +5.0% 47,885 $2.7M
BCS Wealth Management 0.28% Add +93.1% 50,966 $2.7M
White Lighthouse Investment Management Inc. 0.38% Add +51.1% 50,886 $2.7M
Waterfront Wealth Inc. 0.52% Add +0.0% 48,039 $2.7M
Annis Gardner Whiting Capital Advisors, LLC 0.52% Add +2.5% 50,836 $2.7M
Burling Wealth Partners, LLC 0.42% Add +2.9% 50,834 $2.7M
Oakmont Advisory Group, LLC 2.91% — 50,802 $2.7M
Daymark Wealth Partners, LLC 0.09% Add +4.3% 50,651 $2.7M
LMG Wealth Partners, LLC 0.51% Reduce -3.3% 50,530 $2.7M
Red Wave Investments LLC 0.81% Add +0.3% 50,498 $2.7M
BigSur Wealth Management LLC 0.65% No change 50,100 $2.7M
Hardin Capital Partners, LLC 1.27% Add +4.3% 49,819 $2.7M
Life Planning Partners, Inc 2.04% Reduce -2.9% 49,513 $2.7M
Elmwood Wealth Management, Inc. 0.84% Add +9.3% 49,483 $2.7M
GC Wealth Management RIA, LLC 0.10% Reduce -25.7% 48,972 $2.6M
BSW Wealth Partners 0.32% Add +3.6% 48,954 $2.6M
Single Point Partners, LLC 0.52% Reduce -2.5% 48,872 $2.6M
MBL Wealth, LLC 0.21% Add +3.7% 48,753 $2.6M
Krilogy Financial LLC 0.09% Reduce -1.5% 45,581 $2.6M
Greykasell Wealth Strategies, Inc. 1.02% Add +8.4% 48,226 $2.6M
Altura Wealth Advisors Inc. 1.12% Add +27.5% 48,218 $2.6M
Asset Dedication, LLC 0.17% Add +3.4% 48,168 $2.6M
Francis Financial, Inc. 0.51% Add +5.3% 48,064 $2.6M
Blue Trust, Inc. 0.03% Add +3.3% 47,972 $2.6M
Avidian Wealth Enterprises, LLC 0.09% Reduce -26.8% 47,628 $2.6M
Meridian Wealth Management, LLC 0.09% Add +4.4% 47,553 $2.6M
Amicus Financial Advisors, LLC 0.71% — 47,533 $2.6M
Powell Investment Advisors, LLC 0.88% Add +0.9% 47,493 $2.6M
Nordwand Advisors, LLC 0.44% No change 47,100 $2.5M
Eclectic Associates Inc. 0.39% Add +3.2% 47,088 $2.5M
Atlas Legacy Advisors, LLC 0.44% Add +23.2% 46,873 $2.5M
Delta Financial Advisors LLC 0.65% Add +3.0% 46,822 $2.5M
Greenspring Advisors, LLC 0.15% New 46,545 $2.5M
Cassaday & Co Wealth Management LLC 0.05% Add +2.5% 46,339 $2.5M
Opes Wealth Management LLC 0.42% Reduce -1.7% 46,276 $2.5M
Victory Financial Group, LLC 0.31% Reduce -31.2% 45,929 $2.5M
Columbia River Financial Group, LLC 1.52% Reduce -3.9% 45,932 $2.5M
Fiera Capital Corp 0.01% No change 45,860 $2.5M
A&I Financial Services, LLC 1.17% Add +3.1% 45,811 $2.5M
Hegarty Advisors, LLC 2.14% — 45,783 $2.5M
Private Trust Co. NA 0.22% Add +1.1% 45,666 $2.5M
Nova R Wealth, Inc. 0.89% Add +34.1% 45,535 $2.4M
Clear Harbor Asset Management, LLC 0.17% Add +118.6% 45,029 $2.4M
Summit Wealth Partners, LLC 0.45% Reduce -3.7% 44,927 $2.4M
Rialto Wealth Management, LLC 0.58% Add +1.0% 44,752 $2.4M
Foster & Motley Inc. 0.13% Add +12.3% 44,706 $2.4M
Cyndeo Wealth Partners, LLC 0.13% Reduce -1.2% 44,686 $2.4M
Ballast, Inc. 0.56% Reduce -6.1% 44,213 $2.4M
Asset Allocation & Management Company, LLC 0.95% No change 44,203 $2.4M
Allegiance Financial Group Advisory Services LLC 0.50% Reduce -7.0% 44,189 $2.4M
Pacific Financial Group Inc. 1.31% Add +422.6% 44,001 $2.4M
Green Ridge Wealth Planning LLC 1.21% — 43,902 $2.4M
Plan Group Financial, LLC 0.61% Reduce -44.8% 43,901 $2.4M
Verum Partners LLC 0.47% Reduce -3.0% 43,418 $2.3M
City Holding Co. 0.29% Add +8.9% 43,363 $2.3M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.3M
Private Wealth Asset Management, LLC 0.25% Reduce -0.9% 43,291 $2.3M
Dakota Wealth Management 0.04% Add +9.4% 43,262 $2.3M
Greenleaf Trust 0.02% Reduce -0.1% 43,252 $2.3M
Capital Analysts, LLC 0.06% Add +8.7% 43,229 $2.3M
Baron Silver Stevens Financial Advisors, LLC 0.34% Add +1.4% 43,200 $2.3M
Sagace Wealth Management LLC 1.57% Reduce -1.6% 43,064 $2.3M
Financial Advisory Corp 0.34% Reduce -1.1% 43,028 $2.3M
Silverlake Wealth Management LLC 0.52% Add +29.4% 42,968 $2.3M
Sound Stewardship, LLC 1.10% Reduce -3.0% 42,849 $2.3M
Belpointe Asset Management LLC 0.08% Reduce -8.5% 42,814 $2.3M
Diversified Enterprises, LLC 0.14% Add +53.3% 42,810 $2.3M
Certuity, LLC 0.14% Add +162.7% 42,802 $2.3M
Leo Wealth, LLC 0.17% Add +56.9% 42,720 $2.3M
Aegis Wealth Management LLC 1.30% Add +9.9% 42,712 $2.3M
Golden Road Advisors LLC 1.31% Add +1.2% 42,688 $2.3M
First Horizon Corp. 0.10% Add +0.8% 42,661 $2.3M
Matrix Asset Advisors Inc. 0.21% Add +4.1% 42,633 $2.3M
Aries Wealth Management 0.51% Add +1.3% 42,556 $2.3M
Avity Investment Management Inc. 0.16% Add +39.6% 42,516 $2.3M
Eastern Bank 0.04% Add +24.7% 42,308 $2.3M
Mechanics Bank Trust Department 0.30% New 42,177 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Add +2.1% 42,063 $2.3M
Topel & Distasi Wealth Management, LLC 1.10% Reduce -2.2% 42,003 $2.3M
CIBC Asset Management Inc 0.01% Add +7.2% 41,980 $2.3M
Ausdal Financial Partners, Inc. 0.10% Add +6.9% 41,940 $2.3M
WESCAP Management Group, Inc. 0.46% Add +1.2% 41,778 $2.2M
TBH Global Asset Management, LLC 0.37% Reduce -4.5% 41,562 $2.2M
Opal Capital LLC 0.56% — 32,679 $2.2M
M Holdings Securities, Inc. 0.16% New 41,149 $2.2M
Innealta Capital, LLC 1.19% Add +4.4% 41,037 $2.2M
Monument Group Wealth Advisors, LLC 1.20% Reduce -8.3% 40,922 $2.2M
Riverpoint Wealth Management Holdings, LLC 0.47% Add +2.6% 40,836 $2.2M
Global Strategic Investment Solutions, LLC 0.21% Add +0.2% 40,815 $2.2M
Gill Capital Partners, LLC 0.66% Reduce -4.4% 40,767 $2.2M
OLIO Financial Planning 0.61% Reduce -1.1% 40,726 $2.2M
West Financial Advisors, LLC 0.37% Add +2.4% 40,466 $2.2M
Chicago Partners Investment Group LLC 0.05% Reduce -2.7% 38,181 $2.2M
Titleist Asset Management, LLC 0.18% Reduce -35.5% 40,278 $2.2M
Family Wealth Partners, LLC 0.78% Reduce -0.4% 40,274 $2.2M
FFT Wealth Management LLC 0.41% Add +15.9% 40,264 $2.2M
Innova Wealth Partners 1.09% Reduce -4.1% 40,240 $2.2M
Climber Capital SA 1.41% — 41,435 $2.2M
First Trust Advisors LP 0.00% Add +18.6% 40,144 $2.2M
Maseco LLP 0.09% New 39,999 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.29% Add +51.2% 39,975 $2.1M
Westside Investment Management, Inc. 0.34% Add +0.0% 39,778 $2.1M
Community Bank, N.A. 0.25% Add +0.7% 39,805 $2.1M
Covestor Ltd 1.12% Add +2.0% 39,730 $2.1M
Richardson Financial Services Inc. 0.69% Add +0.5% 18,434 $2.1M
Shaker Investments LLC 0.89% New 39,576 $2.1M
Fell Capital Management 2.06% — 39,322 $2.1M
United Advisor Group, LLC 0.27% Add +2.5% 39,183 $2.1M
Berger Financial Group, Inc 0.12% Add +0.5% 39,098 $2.1M
Argyle Capital Partners, LLC 1.53% Add +1.0% 38,847 $2.1M
Renasant Bank 1.41% Reduce -20.8% 38,644 $2.1M
Certior Financial Group, LLC 1.41% Add +6.0% 38,547 $2.1M
Three Bearings Fiduciary Advisors, Inc. 1.93% — 36,573 $2.1M
VAUGHAN & Co SECURITIES, INC. 1.07% Reduce -2.1% 38,391 $2.1M
Intrua Financial, LLC 0.23% Reduce -8.4% 38,261 $2.1M
Foundations Investment Advisors, LLC 0.03% Reduce -63.0% 38,137 $2.1M
Scharf Investments, LLC 0.06% No change 38,131 $2.0M
Great Lakes Advisors, LLC 0.02% Reduce -1.4% 38,105 $2.0M
North Star Investment Management Corp. 0.13% Add +1.6% 38,025 $2.0M
Navalign, LLC 0.50% Add +1.4% 38,017 $2.0M
Compass Ion Advisors, LLC 0.19% Reduce -1.9% 37,980 $2.0M
Southland Equity Partners LLC 0.40% Add +4.2% 37,898 $2.0M
Legacy Edge Advisors, LLC 0.22% Add +0.7% 37,885 $2.0M
Greenwich Wealth Management LLC 0.09% Add +0.0% 37,810 $2.0M
VPR Management LLC 0.90% No change 37,700 $2.0M
United Community Bank 0.76% Reduce -3.5% 37,573 $2.0M
Crescent Grove Advisors, LLC 0.19% Add +0.2% 37,571 $2.0M
Resolute Advisors LLC 0.66% Add +2.4% 37,538 $2.0M
Cooke Wealth Management, LLC 1.76% — 35,943 $2.0M
Integrity Alliance, Llc. 0.07% New 37,403 $2.0M
Avant Financial Advisors LLC 1.44% Add +5.9% 37,341 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +3.9% 37,243 $2.0M
Market Street Wealth Management Advisors LLC 0.31% Add +0.0% 37,236 $2.0M
Bfsg, LLC 0.19% Reduce -10.9% 37,199 $2.0M
South Plains Financial, Inc. 1.19% Reduce -0.7% 37,194 $2.0M
Cascade Financial Partners, LLC 0.20% Reduce -2.9% 37,177 $2.0M
City State Bank 0.55% Reduce -0.3% 37,161 $2.0M
Karnit Road Accident Victims Compensation Fund 1.13% — 37,150 $2.0M
Koshinski Asset Management, Inc. 0.13% Reduce -7.0% 37,039 $2.0M
General Partner, Inc. 1.13% No change 36,998 $2.0M
Bravera Wealth 0.99% — 36,945 $2.0M
Financial Enhancement Group LLC 0.26% Add +0.1% 35,344 $2.0M
LifeGuide Financial Advisors, LLC 0.66% Add +4.2% 36,094 $2.0M
Sachem Hill LLC 0.39% Add +0.0% 36,873 $2.0M
RS Crum Inc. 0.39% No change 36,426 $2.0M
Entrust Financial LLC 1.45% — 36,409 $2.0M
Roth Financial Partners LLC 0.65% Reduce -0.1% 36,377 $2.0M
Rock Creek Group LLC 0.22% Reduce -28.6% 36,342 $2.0M
Red Lighthouse Investment Management, LLC 0.70% No change 36,195 $1.9M
Johnson Investment Counsel Inc. 0.02% Add +26.3% 36,185 $1.9M
Noble Family Wealth, LLC 0.41% Add +14.8% 36,158 $1.9M
Stokes Family Office, LLC 0.18% Reduce -18.4% 36,025 $1.9M
Davidson Trust Co. 0.81% Add +3.1% 36,011 $1.9M
International Assets Investment Management, LLC 0.13% Add +16.0% 35,941 $1.9M
Red Tortoise LLC 0.83% Add +1.1% 35,840 $1.9M
Armbruster Capital Management, Inc. 0.32% Reduce -0.2% 35,785 $1.9M
Archford Capital Strategies, LLC 0.22% Reduce -1.1% 35,729 $1.9M
Northwest Wealth Management, LLC 0.30% Reduce -8.7% 35,718 $1.9M
Northland Capital Management LLC 1.07% Reduce -36.2% 35,621 $1.9M
Journey Strategic Wealth LLC 0.05% Add +6.3% 35,511 $1.9M
Pathway Financial Advisors LLC 0.24% Add +1.0% 34,263 $1.9M
Quadrant Capital Group LLC 0.06% Reduce -1.1% 35,177 $1.9M
Pictet North America Advisors SA 0.18% Add +22.6% 35,146 $1.9M
Clal Insurance Enterprises Holdings Ltd 0.01% No change 35,000 $1.9M
Bakala Capital LLC 8.89% Add +2.6% 34,967 $1.9M
Global Trust Wealth Management LLC 1.39% — 34,966 $1.9M
JDM Financial Group LLC 0.73% Reduce -9.6% 34,947 $1.9M
Cushing Capital Partners, LLC 1.39% Add +11.4% 34,908 $1.9M
Lazard Asset Management LLC 0.00% Add +43.0% 34,881 $1.9M
Global Financial Private Client, LLC 0.66% Add +0.3% 34,874 $1.9M
Wilson & Boucher Capital Management, LLC 1.23% Add +2.4% 34,776 $1.9M
Sowell Financial Services LLC 0.07% Add +4.7% 34,776 $1.9M
Independent Advisor Alliance 0.05% Add +13.7% 34,765 $1.9M
First Citizens Financial Corp 0.92% Reduce -2.1% 34,734 $1.9M
AMG National Trust Bank 0.04% Add +9.0% 34,709 $1.9M
Chai Trust Co. LLC 0.16% Add +92.1% 34,383 $1.8M
Aire Advisors, LLC 0.34% Reduce -9.6% 34,226 $1.8M
Frederick Financial Consultants, LLC 1.01% Reduce -5.9% 34,193 $1.8M
Absolute Capital Management, LLC 0.67% Add +63.6% 34,129 $1.8M
Advisor Resource Council 0.65% New 32,153 $1.8M
Compass Advisory Group LLC 0.49% Add +0.7% 33,914 $1.8M
Clarity Capital Advisors, LLC 0.91% Add +26.9% 33,884 $1.8M
Nabity-Jensen Investment Management Inc 1.23% Reduce -1.1% 33,673 $1.8M
GreatBanc Trust CO 1.27% Reduce -1.2% 33,624 $1.8M
Liberty Capital Management, Inc. 0.34% Add +1.9% 33,477 $1.8M
Voya Financial Advisors, Inc. 0.17% Add +131.8% 33,521 $1.8M
Infinity Wealth Counsel, LLC 1.63% Reduce -0.5% 33,270 $1.8M
Coyle Financial Counsel LLC 0.38% Reduce -5.3% 33,058 $1.8M
Holistic Financial Partners 0.64% Reduce -4.0% 33,007 $1.8M
Sterling Investment Management, LLC 1.00% Add +1.6% 32,915 $1.8M
Financial Counselors Inc. 2.45% Reduce -37.4% 32,838 $1.8M
Fiduciary Advisors, Inc. 1.34% Add +1.8% 32,782 $1.8M
Rossmore Private Capital 0.16% Add +18.5% 32,651 $1.8M
Allie Family Office LLC 0.82% Reduce -0.3% 32,520 $1.8M
StoneX Group Inc. 0.08% Add +4.1% 32,431 $1.7M
Hansen & Associates Financial Group, Inc. 0.95% Reduce -4.5% 30,009 $1.7M
Comprehensive Money Management Services LLC 1.20% Reduce -0.2% 32,365 $1.7M
Independent Financial Group, LLC 0.04% Reduce -61.2% 32,351 $1.7M
Gilman Hill Asset Management, LLC 0.27% Reduce -0.5% 32,279 $1.7M
Scotia Capital Inc. 0.01% Add +18.7% 32,204 $1.7M
Cornerstone Financial Group, LLC 1.20% Add +5.7% 32,101 $1.7M
Clarius Group, LLC 0.10% Add +0.4% 31,934 $1.7M
Financial Insights, Inc. 0.57% Add +2.5% 31,901 $1.7M
Bahl & Gaynor LLC 0.01% Add +1.4% 31,879 $1.7M
Cypress Wealth Services, LLC 0.24% Reduce -0.5% 31,873 $1.7M
Orcam Financial Group 1.28% Add +4.5% 31,687 $1.7M
Braun-Bostich & Associates Inc. 1.05% Add +3.2% 31,583 $1.7M
Pure Portfolios Holdings LLC 0.51% Reduce -5.8% 31,516 $1.7M
Madrid Wealth Management, LLC 1.37% — 31,466 $1.7M
Princeton Global Asset Management LLC 0.27% Add +1.7% 31,460 $1.7M
Phillips Financial Management, LLC 0.11% Reduce -0.4% 31,453 $1.7M
Viewpoint Investment Partners Corp. 0.80% Reduce -4.9% 31,420 $1.7M
C2C Wealth Management, LLC 1.42% Reduce -5.8% 31,383 $1.7M
Novak & Powell Financial Services, Inc. 0.88% Add +0.3% 31,286 $1.7M
Gridiron Partners, LLC 0.95% Reduce -40.0% 31,171 $1.7M
Swmg, LLC 0.46% Add +9.6% 29,162 $1.7M
May Hill Capital, LLC 0.45% Reduce -5.8% 31,055 $1.7M
Sharp Wealth Advisory, LLC 0.84% Add +5.8% 31,032 $1.7M
Revisor Wealth Management LLC 0.45% Add +0.8% 29,601 $1.7M
GAM Holding AG 0.11% No change 31,000 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -7.5% 30,828 $1.7M
Hughes Financial Services, LLC 0.26% Reduce -0.5% 30,812 $1.7M
GAMCO Investors 0.02% Reduce -15.3% 30,789 $1.7M
Stonebridge Financial Planning Group, LLC 0.60% Add +6.5% 30,661 $1.6M
Marshall Financial Group, LLC 0.32% Reduce -6.3% 30,646 $1.6M
N.E.W. Advisory Services LLC 0.12% Reduce -2.4% 30,439 $1.6M
Bedel Financial Consulting, Inc. 0.18% Add +141.4% 30,365 $1.6M
Fca Corp. 0.46% Add +2.2% 30,339 $1.6M
Catalyst Financial Partners LLC 0.18% Add +5.1% 30,320 $1.6M
Fiduciary Financial Group, LLC 0.23% Add +1.1% 30,213 $1.6M
Trust Co. of Toledo NA 0.16% Add +0.4% 30,210 $1.6M
Mechanics Financial Corp 0.60% No change 30,073 $1.6M
Hilltop Holdings Inc. 0.10% Reduce -2.9% 30,039 $1.6M
Lord & Richards Wealth Management, LLC 1.39% Add +54.3% 30,018 $1.6M
DB Fitzpatrick & Co, Inc 1.43% Add +19.0% 29,953 $1.6M
Flagship Harbor Advisors, LLC 0.08% Add +1.3% 29,881 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 29,857 $1.6M
Afg Fiduciary Services Limited Partnership 0.96% Reduce -12.2% 29,192 $1.6M
Hassell Wealth Management, LLC 0.54% Reduce -1.0% 28,586 $1.6M
Centaurus Financial, Inc. 0.07% Reduce -46.8% 29,710 $1.6M
Evergreen Capital Management LLC 0.04% No change 29,697 $1.6M
United Financial Planning Group LLC 0.97% Reduce -93.0% 29,694 $1.6M
Whipplewood Advisors, LLC 1.02% Reduce -3.3% 29,589 $1.6M
SouthState Bank Corp 0.07% Add +446.4% 29,554 $1.6M
One Day In July LLC 0.13% Reduce -38.7% 29,510 $1.6M
Granite Investment Partners, LLC 0.09% No change 29,336 $1.6M
Friday Financial 0.56% Add +30.2% 29,328 $1.6M
Ofc Financial Planning, LLC 1.50% Add +4.1% 29,291 $1.6M
Rosenberg Matthew Hamilton 0.33% Reduce -1.6% 29,272 $1.6M
Shepherd Street Advisors LLC 1.51% — 29,214 $1.6M
First National Bank & Trust Co. of Newtown 0.29% Add +7.6% 29,095 $1.6M
Severin Investments, LLC 1.37% Add +10.4% 28,922 $1.6M
Topsail Wealth Management, LLC 0.23% Reduce -0.5% 28,845 $1.6M
Palatine Hill Wealth Management, LLC 1.25% — 28,836 $1.6M
Synergy Financial Group, LTD 1.09% Reduce -2.7% 28,758 $1.5M
Sovereign Investment Advisors, LLC 0.39% Add +1.9% 28,670 $1.5M
Founders Financial Securities LLC 0.09% Add +268.9% 28,618 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Add +11.1% 28,576 $1.5M
Barclays PLC 0.00% Add +409.1% 28,512 $1.5M
WealthShield Partners, LLC 0.17% Add +1.3% 28,505 $1.5M
MidFirst Bank 0.12% — 28,487 $1.5M
Cape Cod Five Cents Savings Bank 0.14% No change 31,961 $1.5M
Capital Asset Managemnet, LLC 1.69% — 28,415 $1.5M
Conservest Capital Advisors, Inc. 0.14% Add +1.2% 28,413 $1.5M
First Hawaiian Bank 0.20% No change 28,382 $1.5M
Windsor Capital Management, LLC 0.45% Reduce -3.6% 28,364 $1.5M
Winthrop Partners - WNY, LLC 0.82% — 28,277 $1.5M
Carroll Advisory Group, LLC 0.66% — 28,260 $1.5M
Cambridge Capital Management, LLC 0.68% Add +0.6% 28,253 $1.5M
Allen Capital Group, LLC 0.14% Add +1.0% 28,240 $1.5M
Chapin Davis, Inc. 0.36% Add +0.9% 28,214 $1.5M
Midwestern Financial, LLC 1.25% Add +4.8% 28,151 $1.5M
Compass Capital Corp. /Ma/ 0.58% Reduce -2.8% 25,998 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.27% Add +3.9% 28,113 $1.5M
Factory Mutual Insurance Co. 0.02% No change 28,100 $1.5M
Crusonia Wealth Advisors LLC 0.33% — 28,062 $1.5M
Old Peak Finance LLC 0.93% — 28,055 $1.5M
Elgethun Capital Management 0.26% Add +1.2% 27,983 $1.5M
Continuum Advisory, LLC 0.15% Reduce -3.1% 27,968 $1.5M
Keel Point, LLC 0.09% Add +13.2% 27,918 $1.5M
Rockwood Wealth Management, LLC 0.11% Add +8.8% 27,856 $1.5M
Security Benefit Life Insurance Co. 0.62% No change 27,800 $1.5M
Valpey Financial Services, LLC 0.95% Add +4.9% 27,768 $1.5M
James Investment Research, Inc. 0.16% Add +0.4% 27,649 $1.5M
First Nebraska Trust Co 0.14% Reduce -1.9% 27,630 $1.5M
Certified Advisory Corp 0.14% Reduce -0.9% 27,568 $1.5M
ESL Trust Services, LLC 0.28% Add +13.3% 27,566 $1.5M
Carret Asset Management, LLC 0.14% Add +0.0% 27,549 $1.5M
Valley Wealth Managers, Inc. 0.09% Reduce -2.9% 27,479 $1.5M
Morton Brown Family Wealth, LLC 0.40% Add +2.4% 27,386 $1.5M
FC Advisory LLC 0.42% Add +1.4% 27,358 $1.5M
Lexington Hill Partners, LLC 1.10% — 27,250 $1.5M
Encompass Wealth Advisors, LLC 0.50% Add +1.1% 27,207 $1.5M
Sightline Wealth Advisors, LLC 0.62% Add +18.5% 27,175 $1.5M
Kovack Advisors, Inc. 0.07% Add +67.2% 27,170 $1.5M
Marks Group Wealth Management, Inc 0.14% Add +15.3% 27,160 $1.5M
Seldon Capital LP 0.51% No change 27,148 $1.5M
Global Assets Advisory, LLC 0.42% Add +4.2% 27,147 $1.5M
Evermay Wealth Management LLC 0.16% Reduce -1.3% 27,023 $1.5M
Vernal Point Advisors, LLC 0.60% New 27,023 $1.5M
Rockingstone Advisors LLC 0.66% Add +4.0% 26,975 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.42% Add +3.2% 26,911 $1.4M
Petersen Hastings Wealth Advisors Inc. 0.14% — 26,897 $1.4M
SP Asset Management LLC 0.11% Add +1.9% 26,753 $1.4M
Viewpoint Capital Management LLC 0.62% Reduce -0.1% 26,735 $1.4M
Crestwood Advisors Group, LLC 0.02% Add +35.4% 26,574 $1.4M
Great Point Wealth Advisors, LLC 0.26% Reduce -35.9% 26,569 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +15.9% 26,518 $1.4M
Retirement Investment Advisors, Inc. 0.11% Reduce -2.8% 26,399 $1.4M
IHT Wealth Management, LLC 0.03% Add +1.9% 26,310 $1.4M
Jacobs Equity LLC 1.36% — 26,358 $1.4M
NBT Bank, N.A. 0.09% Add +3.7% 25,791 $1.4M
Wealth Enhancement Trust Services, Inc. 0.18% — 26,299 $1.4M
ORG Partners LLC 0.25% Reduce -0.4% 26,295 $1.4M
JT Stratford LLC 0.18% New 26,245 $1.4M
Highland Capital Management, LLC 0.07% No change 26,097 $1.4M
Asset Management Group, Inc. 0.23% Add +1.1% 26,041 $1.4M
Smart Portfolios, LLC 1.39% Reduce -0.4% 25,978 $1.4M
Narus Financial Partners, LLC 0.38% Add +0.9% 25,898 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -1.1% 25,896 $1.4M
Fisher Asset Management 0.00% Add +29.1% 25,793 $1.4M
Novem Group 0.16% Add +0.3% 25,521 $1.4M
Charter Oak Capital Management, LLC 0.10% Reduce -0.1% 25,507 $1.4M
Financial Freedom, LLC 0.68% Reduce -1.2% 25,376 $1.4M
World Equity Group, Inc. 0.38% Reduce -0.4% 25,292 $1.4M
Sunesis Advisors, LLC 0.61% Add +0.0% 25,220 $1.4M
C M Bidwell & Associates Ltd. 0.63% Add +0.7% 24,983 $1.3M
Hantz Financial Services, Inc. 0.02% Add +3.7% 24,931 $1.3M
Riverbridge Partners LLC 0.03% Reduce -0.7% 24,907 $1.3M
Simplicity Wealth,LLC 0.08% Reduce -1.2% 24,886 $1.3M
Brandes Investment Partners, LP 0.01% New 24,869 $1.3M
Mayport, LLC 0.27% Add +15.6% 24,831 $1.3M
Diversified Portfolios, Inc. 0.11% Reduce -1.6% 24,666 $1.3M
Per Stirling Capital Management, LLC. 0.15% Add +1.3% 24,610 $1.3M
My Personal CFO, LLC 0.55% Reduce -55.4% 24,604 $1.3M
Winter & Associates, Inc. 1.22% — 24,590 $1.3M
Autumn Glory Partners, LLC 0.46% New 24,571 $1.3M
Brooklyn Investment Group 0.06% Add +61.4% 24,635 $1.3M
Acorn Wealth Advisors, LLC 0.39% Add +1.2% 24,490 $1.3M
Red Door Wealth Management, LLC 0.14% Add +6.2% 24,453 $1.3M
Mayflower Financial Advisors, LLC 0.16% Add +20.9% 24,323 $1.3M
Moors & Cabot, Inc. 0.06% Add +16.6% 24,211 $1.3M
Foresight Capital Management Advisors, Inc. 0.70% Reduce -10.3% 24,138 $1.3M
Pitcairn Wealth Advisors LLC 0.12% — 24,126 $1.3M
Black Diamond Financial, LLC 0.14% Add +0.4% 24,102 $1.3M
Shepherd Financial Partners LLC 0.12% Reduce -8.9% 24,070 $1.3M
DeLarme Wealth Management, Inc. 0.91% — 23,914 $1.3M
Studio Investment Management LLC 0.23% Reduce -1.7% 23,888 $1.3M
WASHINGTON TRUST Co 0.04% Reduce -1.7% 23,850 $1.3M
SageView Advisory Group, LLC 0.04% Reduce -8.6% 23,803 $1.3M
John G Ullman & Associates Inc. 0.17% Reduce -5.6% 23,800 $1.3M
Chemistry Wealth Management LLC 0.24% Add +1.0% 23,799 $1.3M
Stembrook Asset Management, LLC 1.21% — 23,776 $1.3M
Cornerstone Financial Management LLC 1.20% — 23,772 $1.3M
Burke & Herbert Bank & Trust Co. 0.35% Reduce -58.5% 23,759 $1.3M
Financially in Tune, LLC 1.19% — 23,740 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -1.0% 23,731 $1.3M
Dynamic Wealth Strategies, LLC 0.76% Add +13.8% 23,597 $1.3M
Arbor Wealth Advisors LLC 0.90% Add +0.2% 23,489 $1.3M
Lake Street Private Wealth, LLC 0.15% Reduce -1.2% 23,431 $1.3M
Interchange Capital Partners, LLC 0.23% Add +1.0% 23,428 $1.3M
Archer Investment Corp 0.28% Reduce -8.4% 23,392 $1.3M
Quantum Portfolio Management LLC 0.56% Reduce -72.5% 23,384 $1.3M
Busey Bank 0.03% Add +14.8% 23,318 $1.3M
North Dallas Bank & Trust Co. 0.82% — 23,255 $1.3M
Gladstone Institutional Advisory LLC 0.05% Add +4.8% 23,224 $1.2M
Trivium Point Advisory, LLC 0.13% Add +9.2% 23,220 $1.2M
LongView Wealth Management 0.30% Reduce -6.4% 22,123 $1.2M
Aspen Investment Management Inc 0.38% Add +2.5% 23,128 $1.2M
McClarren Financial Advisors, Inc. 0.74% Reduce -71.4% 5,940 $1.2M
Bragg Financial Advisors, Inc 0.04% Add +2.2% 23,044 $1.2M
Kiley Juergens Wealth Management, LLC 0.27% Reduce -0.4% 22,985 $1.2M
Barings LLC 0.02% Reduce -43.7% 22,940 $1.2M
Roof Eidam Maycock Peralta, LLC 0.28% Add +0.1% 22,936 $1.2M
F&V Capital Management, LLC 0.26% Add +1.6% 22,933 $1.2M
Donalies Financial Planning, LLC 1.05% — 22,930 $1.2M
Seaside Wealth Management, Inc. 0.35% Reduce -0.0% 22,707 $1.2M
Appleton Partners Inc. 0.08% Reduce -15.2% 22,687 $1.2M
OneAscent Financial Services LLC 0.11% Reduce -6.7% 22,673 $1.2M
Finley Financial, LLC 0.56% No change 22,645 $1.2M
Madden Advisory Services, Inc. 0.49% Add +1.1% 22,644 $1.2M
Balentine LLC 0.05% Reduce -13.5% 22,620 $1.2M
Squire Investment Management Company, LLC 0.37% Add +19.1% 22,535 $1.2M
Financial Management Professionals, Inc. 0.12% Add +4286.9% 22,373 $1.2M
First Financial Corp. 0.45% Reduce -0.4% 22,369 $1.2M
Hickory Point Bank & Trust 0.86% Add +11.0% 22,159 $1.2M
Chilton Investment Co. Inc. 0.02% Reduce -0.2% 22,107 $1.2M
W1M Asset Management Ltd 0.01% Add +21.7% 22,043 $1.2M
Oxford Financial Group, LTD. LLC 0.07% Reduce -10.2% 22,012 $1.2M
Curry Webb Wealth Management LLC 0.59% — 22,004 $1.2M
Greenfield Savings Bank 0.49% Add +11.2% 21,838 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Add +3.0% 21,834 $1.2M
Trace Wealth Advisors, LLC 0.85% No change 21,815 $1.2M
First American Bank 0.07% Reduce -3.1% 21,781 $1.2M
Allen Investment Management, LLC 0.01% Add +38.8% 21,780 $1.2M
Meridian Investment Counsel Inc. 0.28% No change 21,740 $1.2M
Seven Mile Advisory 0.20% Reduce -17.7% 21,707 $1.2M
Summitas Investment Management LLC 0.86% — 21,346 $1.1M
Integrated Investment Consultants, LLC 0.23% Reduce -2.1% 21,341 $1.1M
Saranac Partners Ltd 0.45% Add +10.0% 21,319 $1.1M
Summit Wealth Group LLC / Co. 0.15% New 21,291 $1.1M
HUB Investment Partners, LLC 0.03% Reduce -15.7% 21,275 $1.1M
Spinnaker Trust 0.06% Add +15.9% 21,168 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% No change 21,092 $1.1M
Factor Wealth Management LTD 0.24% Add +1.4% 20,883 $1.1M
Tufton Capital Management 0.19% Add +4.9% 20,658 $1.1M
Voisard Asset Management Group, Inc. 0.24% Reduce -0.1% 20,605 $1.1M
CWC Advisors, LLC. 0.53% New 20,579 $1.1M
Keudell/Morrison Wealth Management 0.23% — 20,570 $1.1M
Palisade Asset Management, LLC 0.11% No change 20,539 $1.1M
Endeavor Private Wealth, Inc. 0.32% Add +10.0% 20,491 $1.1M
Prudent Man Advisors, LLC 0.40% Reduce -0.7% 18,023 $1.1M
Goelzer Investment Management, Inc. 0.05% Add +50.6% 20,488 $1.1M
Grove Street Fiduciary, LLC 0.46% Reduce -26.4% 20,453 $1.1M
Stablepoint Partners, LLC 0.17% Reduce -2.4% 20,440 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -91.1% 20,254 $1.1M
Arwa LLC 0.64% — 20,247 $1.1M
Rf&l Wealth Management, LLC 0.61% Add +0.7% 20,213 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.7% 20,181 $1.1M
PCM Encore, LLC 0.23% — 20,138 $1.1M
CogentBlue Wealth Advisors, LLC 0.73% Reduce -7.1% 19,990 $1.1M
Gold Investment Management Ltd. 0.34% Add +1.0% 19,959 $1.1M
Ifrah Financial Services, Inc. 0.28% Reduce -2.6% 19,921 $1.1M
DF Dent & Co. Inc. 0.02% Add +1.6% 19,921 $1.1M
Debussy Capital Management LP 0.15% Reduce -4.7% 19,869 $1.1M
Park Edge Advisors, LLC 0.24% Add +9.3% 19,837 $1.1M
Genesis Private Wealth, LLC 0.33% Add +302.7% 19,822 $1.1M
Stock Yards Bank & Trust Co. 0.03% Add +0.1% 19,778 $1.1M
Investment Advisory Group, LLC 0.27% Reduce -2.5% 19,769 $1.1M
Cape Ann Savings Bank 0.54% Add +9.4% 19,749 $1.1M
Moulton Wealth Management, Inc. 0.99% New 11,428 $1.0M
J2 Capital Management Inc 0.77% Add +8.8% 19,512 $1.0M
Steinberganna Wealth Management 0.49% Add +7.9% 19,480 $1.0M
ATLas Financial Planning LLC 1.03% — 19,429 $1.0M
HSBC Holdings PLC 0.00% No change 19,400 $1.0M
Washington Trust Bank 0.07% Reduce -3.0% 19,257 $1.0M
Legacy Bridge, LLC 0.42% Add +1.0% 19,157 $1.0M
HORAN Wealth, LLC 0.16% Add +11.3% 19,134 $1.0M
Verus Capital Partners, LLC 0.07% Add +43.1% 19,032 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.35% Add +2.3% 19,019 $1.0M
Roberts Glore & Co. Inc. 0.27% Reduce -1.9% 18,994 $1.0M
Astra Wealth Partners LLC 0.62% Reduce -1.5% 18,881 $1.0M
Tailwinds Wealth, LLC 1.09% — 18,861 $1.0M
Park National Corp. 0.03% Reduce -0.0% 18,851 $1.0M
Gryphon Financial Partners LLC 0.11% Add +0.3% 18,848 $1.0M
Rydar Equities, Inc. 0.79% Add +4.8% 18,833 $1.0M
Canandaigua National Trust Co of Florida 0.63% Reduce -1.8% 18,799 $1.0M
Barrett & Company, Inc. 0.34% Reduce -4.1% 18,749 $1.0M
Long Road Investment Counsel, LLC 0.38% Reduce -1.6% 18,680 $1.0M
Baldwin Wealth Partners LLC 0.06% Add +10.8% 18,674 $1.0M
Trilogy Capital Inc. 0.04% Add +1.0% 18,671 $1.0M
L & S Advisors Inc 0.10% Add +1.1% 18,610 $1.0M
NorthStar Asset Management LLC 0.45% Add +2.4% 18,610 $1.0M
Disciplined Investors, L.L.C. 0.66% Add +1.8% 18,594 $1000K
Mill Creek Capital Advisors, LLC 0.02% Reduce -31.4% 18,584 $999K
Veery Capital, LLC 0.31% Add +1.0% 18,568 $998K
First Interstate Bank 0.05% Reduce -3.6% 18,524 $996K
Twin Lakes Capital Management, LLC 0.44% Add +1.5% 18,490 $994K
Glassman Wealth Services 0.13% Add +0.1% 18,440 $991K
Golden Bell Financial Planning LLC 0.82% Add +0.5% 18,398 $989K
WCG Wealth Advisors LLC 0.03% Add +40.3% 18,387 $988K
WFA of San Diego, LLC 0.72% Reduce -26.5% 18,336 $986K
Obsidian Cio, LLC 1.45% Reduce -92.8% 18,207 $979K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +0.8% 18,203 $979K
Cannon Financial Strategists, Inc. 0.14% Add +2.9% 18,166 $977K
Peak Financial Management, Inc. 0.25% Reduce -5.9% 18,132 $975K
Essex Financial Services, Inc. 0.06% Add +14.1% 17,997 $967K
Peoples Financial Services Corp. 0.45% Add +1.6% 17,945 $965K
Sovran Advisors, LLC 0.08% Add +7.8% 17,116 $964K
U.S. Capital Wealth Advisors, LLC 0.03% Add +11.4% 17,907 $963K
Battery Global Advisors, LLC 0.45% Reduce -98.0% 4,545 $963K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.13% No change 17,900 $962K
Value Investment Professionals, LLC 1.01% — 17,894 $962K
VestGen Investment Management 0.53% Reduce -6.4% 17,865 $960K
RCS Financial Planning, LLC 0.41% Add +12.5% 17,863 $960K
Shakespeare Wealth Management, LLC 0.21% Reduce -2.7% 17,831 $959K
Causey Wealth LLC 0.43% Reduce -3.0% 17,729 $953K
Occidental Asset Management, LLC 0.11% Add +35.2% 17,729 $953K
55 North Private Wealth, LLC 0.25% — 17,723 $953K
Baxter Bros Inc. 0.11% Add +6.0% 17,713 $952K
Wernau Asset Management Inc. 0.95% Add +2.2% 17,712 $952K
Inscription Capital, LLC 0.10% Add +20.0% 17,707 $952K
Collective Family Office LLC 0.22% Add +0.9% 17,701 $952K
Essex LLC 0.17% Reduce -2.2% 17,652 $949K
Triad Wealth Partners, LLC 0.09% Add +20.0% 17,634 $948K
Beacon Financial Advisory LLC 0.22% Add +9.8% 17,601 $946K
Advyzon Investment Management, LLC 0.11% Add +150.6% 17,573 $945K
Kaizen Financial Strategies 0.42% Add +1.9% 17,544 $943K
Medallion Wealth Advisors, LLC 0.32% Reduce -3.8% 17,516 $942K
High Net Worth Advisory Group LLC 0.22% Reduce -3.4% 17,503 $941K
Parkside Investments, LLC 0.12% Reduce -4.8% 17,460 $939K
CX Institutional 0.03% Reduce -17.5% 17,454 $938K
Clarion Wealth Managment Partners, LLC 0.87% Reduce -7.8% 17,442 $938K
Redwood Investment Management, LLC 0.11% Reduce -80.0% 17,401 $935K
Tempo Wealth, LLC 0.17% — 17,367 $934K
Dentgroup LLC 0.64% Reduce -2.5% 17,287 $929K
Pillar Financial Advisors, LLC 0.56% Add +0.3% 17,173 $923K
National Philanthropic Trust 0.01% Add +18.7% 17,142 $922K
Aquire Wealth Advisors, LLC 0.24% Add +1.6% 17,127 $921K
One Wealth Advisors, LLC 0.11% Reduce -19.7% 15,357 $920K
Disciplina Capital Management LLC 0.11% Reduce -18.0% 17,084 $918K
Everett Harris & Co. 0.01% Add +5.2% 17,082 $918K
Washington Trust Advisors, Inc. 0.07% Add +1.0% 16,963 $912K
Insigneo Advisory Services, LLC 0.07% Reduce -22.7% 16,947 $911K
QRG Capital Management, Inc. 0.01% Add +10.9% 16,878 $907K
XTX Topco Ltd 0.02% New 16,800 $903K
Bison Wealth, LLC 0.10% Reduce -91.7% 17,180 $903K
Gould Asset Management LLC 0.16% Reduce -8.8% 16,795 $903K
Glen Eagle Advisors, LLC 0.12% Add +10.1% 16,782 $902K
Bigelow Investment Advisors, LLC 0.35% Reduce -6.5% 16,778 $902K
Aureum Wealth Management, LLC 0.84% — 16,766 $901K
Petix & Botte Co 0.20% Add +0.7% 16,715 $899K
Curated Wealth Partners LLC 0.10% Add +0.1% 16,709 $898K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -8.5% 16,701 $898K
BOS Asset Management, LLC 0.24% Reduce -1.3% 16,602 $893K
Waller Financial Planning Group, Inc. 0.20% Reduce -13.1% 16,578 $891K
Mustard Seed Financial, LLC 0.56% Reduce -0.5% 16,573 $891K
Sequent Planning LLC 0.23% Add +25.6% 16,522 $888K
Eukles Asset Management 0.35% Reduce -2.0% 16,508 $887K
FineMark National Bank & Trust 0.03% Add +5.0% 16,458 $885K
Ashton Thomas Securities, LLC 0.17% Add +2.0% 16,229 $872K
Plum Street Advisors, LLC 0.31% Reduce -0.9% 16,172 $869K
Revolve Wealth Partners, LLC 0.10% Add +16.2% 16,153 $868K
Lynx Investment Advisory 0.47% Add +8.8% 16,121 $867K
McLean Asset Management Corp 0.15% Add +0.7% 15,430 $865K
Cohen Investment Advisors LLC 0.40% Add +3.5% 15,983 $859K
Nicolet Bankshares Inc. 0.14% Add +9.1% 15,950 $857K
Plan A Wealth LLC 0.42% Add +3.3% 15,937 $857K
Wiregrass Investment Management LLC 0.72% — 15,934 $857K
DGS Capital Management, LLC 0.15% Add +1.2% 15,905 $855K
Obermeyer Wealth Partners 0.04% Reduce -2.5% 15,835 $851K
Cambridge Financial Group, LLC 0.29% Add +0.3% 16,973 $848K
Fortis Capital Advisors, LLC 0.13% Add +4.6% 15,767 $848K
J. Derek Lewis & Associates Inc. 0.20% — 15,752 $847K
Hikari Tsushin, Inc. 0.06% No change 15,745 $846K
Rainey & Randall Wealth Advisors Inc. 0.14% Add +0.8% 15,724 $845K
Chokshi & Queen Wealth Advisors, Inc 0.44% Reduce -2.4% 15,723 $845K
Topor & Co. Korea 0.63% — 15,665 $842K
Welch Group, LLC 0.03% Reduce -11.7% 15,611 $839K
Richard P Slaughter Associates Inc 0.18% Reduce -21.3% 15,601 $839K
L.K. Benson & Company, P.C. 0.42% Add +0.2% 15,596 $838K
Hurley Capital, LLC 0.47% Add +4.9% 15,584 $838K
Tilson Financial Group, Inc. 0.26% Reduce -0.3% 15,566 $837K
Goldstein Advisors, LLC 0.10% Add +13.0% 15,565 $837K
Bayban 0.74% — 15,495 $833K
2UniFi Bank 0.39% Add +27.1% 15,422 $829K
Cassady Wealth & Retirement Planning, LLC 0.54% — 15,345 $825K
Quent Capital, LLC 0.06% Add +37.3% 15,267 $821K
Perspective Wealth Advisors LLC 0.58% — 15,238 $819K
McHugh Group, LLC 0.47% Add +42.0% 15,219 $818K
IAG Wealth Partners, LLC 0.09% Reduce -0.3% 15,157 $815K
Sherman Wealth Management LLC 0.71% — 15,131 $813K
Prosperity Planning, Inc. 0.30% Reduce -5.6% 15,102 $812K
Platform Technology Partners 0.17% Add +17.7% 15,039 $809K
Morling Financial Advisors, LLC 0.25% Reduce -0.1% 15,008 $807K
Lam Group, Inc. 0.46% No change 15,005 $807K
PKS Advisory Services, LLC 0.18% Add +4.3% 14,981 $805K
Montecito Bank & Trust 0.13% Add +4.1% 14,979 $805K
Affinity Capital Advisors, LLC 0.11% Add +67.5% 14,961 $804K
Monograph Wealth Advisors, LLC 0.08% Add +0.0% 14,856 $799K
Integrity Investment Advisors, LLC 0.44% New 14,855 $799K
Trek Financial, LLC 0.05% Add +2.0% 14,762 $794K
DecisionPoint Financial, LLC 0.17% Reduce -0.7% 14,737 $792K
Invesco Ltd. 0.00% Reduce -98.2% 14,731 $792K
BridgePort Financial Solutions, LLC 0.21% Reduce -12.7% 14,629 $786K
Austin Wealth Management, LLC 0.12% Reduce -20.1% 14,217 $786K
Jacobi Capital Management LLC 0.05% Reduce -2.5% 14,615 $786K
Aaron Wealth Advisors LLC 0.04% No change 14,542 $782K
SGL Investment Advisors, Inc. 0.31% Add +15.5% 13,833 $775K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -4.1% 14,419 $775K
Tower Research Capital LLC (TRC) 0.02% Add +4975.4% 14,414 $775K
Fulton Bank, N.A. 0.03% Add +12.7% 14,383 $773K
Missouri Trust & Investment Co 0.23% Reduce -0.3% 14,378 $773K
ASO GROUP Ltd 0.30% — 14,366 $772K
Austin Asset Management Co Inc 0.13% Add +2.1% 14,319 $770K
Cohen Capital Management, Inc. 0.12% Add +0.4% 14,261 $767K
Beaird Harris Wealth Management, LLC 0.05% Reduce -0.1% 14,225 $765K
Net Worth Advisory Group 0.15% Add +14.2% 14,218 $764K
Synergy Asset Management, LLC 0.08% Reduce -69.5% 14,153 $761K
Ironwood Investment Counsel, LLC 0.11% Reduce -5.4% 14,111 $759K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.1% 14,086 $757K
Pennington Partners & Co., LLC 0.30% Add +21.1% 14,055 $756K
Montag A & Associates Inc. 0.03% Add +38.4% 14,052 $755K
Select Asset Management & Trust 0.23% Reduce -22.2% 14,027 $754K
Cura Wealth Advisors, LLC 0.29% Add +0.4% 14,016 $753K
Strategic Financial Services, Inc. 0.03% Add +7.8% 13,122 $751K
Boston Research & Management Inc. 0.17% Reduce -1.1% 13,964 $751K
Gross & Hartman Investments LLC 0.43% — 13,899 $747K
Liberty Wealth Management LLC 0.10% Reduce -0.9% 13,884 $747K
Petra Financial Advisors Inc. 0.44% Add +3.3% 13,838 $744K
Columbia Asset Management 0.13% Add +1.9% 13,834 $744K
JMN Financial LLC 0.74% — 13,824 $743K
HTG Investment Advisors, Inc. 0.23% Add +1.0% 13,806 $742K
Downshift Financial, LLC 0.46% — 13,231 $741K
Cloud Capital Management, LLC 0.35% Add +24.6% 13,784 $741K
PFG Investments, LLC 0.03% Reduce -11.3% 13,760 $740K
IFG Advisory, LLC 0.03% Reduce -5.5% 13,729 $738K
Rehmann Capital Advisory Group 0.04% Add +1.7% 13,712 $737K
Opinicus Capital, Inc. 0.51% Add +2.1% 13,701 $737K
BBR Partners, LLC 0.04% Reduce -50.8% 13,665 $735K
Gilpin Wealth Management, LLC 0.58% — 13,650 $734K
Atlas Brown,Inc. 0.22% Add +0.1% 13,615 $732K
LaSalle St. Investment Advisors, LLC 0.12% Add +0.4% 13,609 $731K
Carrera Capital Advisors 0.12% Add +5.1% 13,532 $727K
Jim Saulnier & Associates, LLC 0.38% Add +16.7% 13,518 $727K
Gradient Capital Advisors, LLC 0.19% Reduce -11.9% 13,480 $725K
Stevens Capital Partners 0.19% Add +33.7% 13,477 $725K
Golden State Wealth Management, LLC 0.08% Add +2.8% 13,442 $723K
Equita Financial Network, Inc. 0.22% Add +17.5% 13,432 $722K
Quantum Financial Advisors, LLC 0.08% No change 13,428 $722K
Cadent Capital Advisors, LLC 0.19% Add +49.2% 13,428 $722K
Nicolet Advisory Services, LLC 0.05% Add +46.3% 12,805 $721K
Weik Capital Management 0.27% Reduce -0.4% 13,375 $719K
Liberty Square Wealth Partners LLC 0.20% Reduce -45.6% 13,368 $719K
Grandfield & Dodd, LLC 0.04% Add +100.0% 13,316 $719K
Signet Financial Management, LLC 0.08% Reduce -2.5% 13,362 $718K
Stordahl Capital Management, Inc. 0.15% Reduce -1.0% 13,350 $718K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -1.6% 13,340 $717K
NorthLanding Financial Partners, LLC 0.58% Add +0.0% 13,332 $717K
LVM Capital Management Ltd. 0.07% Add +2.0% 13,305 $715K
Florida Trust Wealth Management Co 0.02% No change 13,246 $712K
Five Oceans Advisors 0.25% Reduce -5.9% 13,208 $710K
Visionary Wealth Advisors 0.03% Add +3.5% 13,198 $710K
Index Technologies Group LLC 0.74% — 13,165 $708K
Capital Management Associates, Inc 0.16% Add +66.9% 13,152 $707K
Keystone Financial Group 0.05% Add +7.0% 13,149 $707K
Nautilus Advisors LLC 0.46% No change 13,142 $707K
Two Sigma Securities, LLC 0.10% New 13,119 $705K
Entrewealth, LLC 0.32% Reduce -10.8% 12,287 $704K
American Financial & Tax Strategies Inc. 0.35% Reduce -2.4% 13,046 $701K
Westmount Partners, LLC 0.17% Add +1.0% 13,032 $701K
Hennion & Walsh Asset Management, Inc. 0.02% New 13,023 $700K
Motiv8 Investments LLC 0.38% Add +1.4% 13,024 $700K
River Wealth Advisors LLC 0.08% Add +10.4% 13,019 $700K
Wealth Architects, LLC 0.06% Reduce -2.6% 13,005 $699K
HBW Advisory Services LLC 0.08% Reduce -3.0% 12,921 $695K
Western Wealth Management, LLC 0.03% Add +73.4% 12,907 $694K
True Vision MN LLC 0.35% Reduce -0.1% 12,901 $694K
Cordgrass Capital Advisors, LLC 0.17% Add +36.0% 12,884 $693K
Vista Capital Partners, Inc. 0.07% Add +48.3% 12,879 $692K
EJMK Ventures LLC 0.42% — 12,843 $690K
City Center Advisors, LLC 0.64% Add +3.7% 12,837 $690K
Schwartz Investment Counsel Inc. 0.02% Add +1.8% 12,792 $688K
Total Clarity Wealth Management, Inc. 0.17% Add +0.4% 12,780 $687K
North Capital, Inc. 0.59% Add +1.6% 12,767 $686K
Sharkey, Howes & Javer 0.09% Reduce -41.3% 12,751 $686K
Exchange Traded Concepts, LLC 0.01% Reduce -90.5% 12,743 $685K
Sage Capital Advisors,llc 0.16% Add +8.7% 12,714 $684K
Wealthspan Partners, LLC 0.25% Add +7.7% 12,711 $683K
Arcadia Investment Management Corp. 0.11% Reduce -35.3% 12,631 $679K
Key Financial Inc 0.12% Add +1.4% 12,576 $676K
True Link Financial Advisors, LLC 0.04% Add +3.3% 12,558 $675K
GEN Financial Management, INC. 0.42% Reduce -0.4% 12,472 $670K
Lincoln Capital LLC 0.12% Reduce -0.1% 12,456 $670K
Private Wealth Management Group, LLC 0.18% Reduce -3.9% 12,451 $669K
Berkeley Capital Partners, LLC 0.16% Reduce -23.9% 12,426 $668K
Owen LaRue, LLC 0.25% Reduce -51.8% 12,425 $668K
Ade, LLC 0.32% Reduce -3.0% 12,410 $667K
Firestone Capital Management 0.14% Add +1.3% 12,400 $667K
Choate Investment Advisors 0.01% Reduce -7.1% 12,398 $667K
Radnor Capital Management, LLC 0.10% No change 12,360 $664K
Glass Jacobson Investment Advisors llc 0.24% Reduce -4.2% 12,344 $664K
Forum Financial Management, LP 0.01% Add +3.0% 12,300 $661K
Warren Street Wealth Advisors, LLC 0.19% Reduce -9.5% 12,296 $661K
Emerald Advisors, LLC 0.09% Reduce -2.9% 12,243 $658K
GeoWealth Management, LLC 0.02% Reduce -13.9% 12,236 $658K
Sterling Investment Advisors, Ltd. 0.12% Add +0.2% 12,228 $657K
Edgestream Partners, L.P. 0.02% New 12,214 $657K
White Pine Capital LLC 0.18% No change 12,202 $656K
Cornerstone Planning Group LLC 0.10% Add +690.4% 11,303 $654K
WealthCollab, LLC 0.27% Add +14.2% 12,151 $653K
Harbour Capital Advisors, LLC 0.13% Add +4.9% 11,795 $648K
Whitegate Investment Counselors, Inc. 0.20% Add +200.1% 12,044 $647K
LVW Advisors, LLC 0.07% Add +29.2% 11,933 $642K
Motco 0.06% Reduce -5.5% 11,927 $641K
Flputnam Investment Management Co. 0.01% Add +41.5% 11,921 $641K
Cora Capital Advisors LLC 0.25% Reduce -1.5% 11,906 $640K
Alpha Omega Wealth Management LLC 0.11% No change 11,886 $639K
Tradition Wealth Management, LLC 0.05% Add +1.3% 11,850 $637K
Estate Counselors, LLC 0.05% Reduce -18.1% 11,780 $633K
Essex Bank 0.14% Reduce -1.2% 11,759 $632K
Town Capital LLC 0.52% — 11,729 $631K
Kingswood Wealth Advisors, LLC 0.03% Reduce -9.5% 11,718 $630K
Red Reef Advisors LLC 0.64% — 11,714 $630K
Silver Grove Financial Group, Inc. 0.54% Add +3.9% 11,665 $627K
DV Trading LLC 0.05% — 11,600 $624K
Axis Wealth Partners, LLC 0.34% Add +7.0% 11,592 $623K
Guardian Financial Partners, LLC 0.26% Add +1.9% 11,541 $620K
William Mack & Associates, Inc. 0.29% Add +0.4% 11,539 $620K
Baker Boyer National Bank 0.19% Add +6.3% 11,530 $620K
Cozad Asset Management Inc. 0.05% Reduce -13.7% 11,528 $620K
SKY-Mountain Capital Management, Inc. 0.41% Add +40.1% 10,884 $620K
1015 Capital Partners, LLC 0.60% — 11,441 $615K
Cannell & Spears LLC 0.01% No change 11,441 $615K
PUREfi Wealth, LLC 0.47% Reduce -12.7% 11,433 $615K
Buck Wealth Strategies, LLC 0.08% Reduce -16.6% 11,424 $614K
Jaffetilchin Investment Partners, LLC 0.04% Add +1.6% 11,406 $613K
Flagstar Securities, Inc. 0.21% Reduce -14.1% 11,404 $613K
Prosperity Consulting Group, LLC 0.03% Reduce -2.3% 11,362 $611K
Michels Family Financial, LLC 0.45% Add +1.4% 11,348 $610K
New Republic Capital, LLC 0.16% Reduce -8.1% 11,309 $608K
Moneco Advisors, LLC 0.05% Add +19.9% 11,209 $603K
Stratos Investment Management, LLC 0.02% Reduce -2.9% 11,202 $602K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +10.5% 11,184 $601K
Clientfirst Wealth Management, LLC 0.48% No change 11,180 $601K
Discipline Wealth Solutions, LLC 0.11% Add +189.6% 11,146 $599K
Vaughan David Investments LLC 0.01% Reduce -3.4% 11,135 $599K
Romano Brothers and Company 0.07% Reduce -0.1% 11,137 $599K
MSH Capital Advisors LLC 0.13% Reduce -1.4% 11,135 $599K
SeaBridge Investment Advisors LLC 0.10% No change 11,119 $598K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.8% 11,101 $597K
Live Oak Private Wealth LLC 0.08% No change 11,069 $595K
Fort Washington Investment Advisors Inc. 0.00% Add +0.5% 11,043 $594K
Pallas Capital Advisors LLC 0.02% Add +96.8% 11,024 $593K
Lakeridge Wealth Management LLC 0.27% Add +9.0% 11,011 $592K
XML Financial, LLC 0.05% New 10,989 $591K
Boltwood Capital Management 0.15% No change 10,938 $588K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -83.3% 10,926 $587K
Ascentis Wealth Management, LLC 0.15% Reduce -1.4% 10,914 $587K
Webster Bank, N. A. 0.05% No change 10,859 $584K
Tenon Financial LLC 0.25% Add +3.3% 10,854 $584K
Caldwell Trust Co 0.05% Add +46.4% 10,803 $581K
Capital Investment Advisory Services, LLC 0.04% Reduce -8.4% 10,785 $580K
Peirce Capital Management, LLC 0.23% No change 10,783 $580K
Indivisible Partners 0.06% — 10,747 $580K
ETF Portfolio Partners, Inc. 0.15% No change 10,723 $576K
Clearstead Trust, LLC 0.09% Reduce -18.1% 10,710 $576K
Sterling Capital Management LLC 0.01% Add +48.2% 10,709 $576K
Alliance Wealth Advisors, LLC 0.28% No change 10,707 $576K
Peak Asset Management, LLC 0.10% No change 10,688 $575K
Founders Financial Alliance, LLC 0.11% Reduce -3.9% 10,618 $571K
Transamerica Financial Advisors, LLC 0.05% Add +52.6% 10,601 $570K
Milestone Asset Management Group, LLC 0.32% Add +11.3% 10,580 $569K
LRI Investments, LLC 0.05% No change 10,548 $567K
Morton Capital Management LLC 0.09% Reduce -5.6% 10,543 $567K
MIdWestOne Financial Group, Inc. 0.06% Add +8.0% 10,468 $563K
Spectrum Strategic Capital Management, LLC 0.30% New 10,404 $559K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -67.0% 10,404 $559K
Summit Wealth & Retirement Planning, Inc. 0.13% Add +2.5% 10,396 $559K
Boston Family Office LLC 0.04% Reduce -4.5% 10,341 $556K
Note Advisors, LLC 0.28% Add +0.7% 9,901 $556K
Wick Capital Partners, LLC 0.10% Add +80.1% 10,309 $554K
M3 Advisory Group, LLC 0.34% Add +0.5% 10,278 $553K
Colorado Capital Management, Inc. 0.21% Add +2.6% 10,271 $552K
GWN Securities Inc. 0.11% Add +7.9% 10,257 $551K
McCarter Private Wealth Services LLC 0.25% Add +6.8% 10,256 $551K
MMBG Investment Advisors Co. 0.05% No change 10,226 $550K
MBA Advisors LLC 0.22% Add +0.0% 10,219 $549K
Indiana Trust & Investment Management Co 0.16% No change 10,204 $549K
Alamar Capital Management, LLC 0.30% Add +3.4% 10,196 $548K
Pekin Hardy Strauss, Inc. 0.05% Add +10.3% 10,171 $547K
Tillman Hartley LLC 0.14% Add +120.0% 10,162 $546K
Sawgrass Asset Management LLC 0.07% Reduce -1.9% 10,141 $545K
Black Cypress Capital Management, LLC 0.38% Reduce -4.0% 10,115 $544K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $544K
Sharper & Granite LLC 0.19% Reduce -4.9% 10,100 $543K
Twin Peaks Wealth Advisors, LLC 0.16% Add +12.9% 9,316 $538K
KLCM Advisors, Inc. 0.05% New 9,966 $536K
Maxele Advisors, LLC 0.43% Add +0.1% 9,950 $535K
Next Capital Management LLC 0.17% Add +0.1% 9,948 $535K
Luminvest Wealth Management LLC 0.15% New 9,936 $534K
Pioneer Wealth Management Group 0.16% Add +0.1% 9,936 $534K
MeadowBrook Investment Advisors LLC 0.46% Reduce -1.4% 9,921 $533K
5T Wealth, LLC 0.21% Add +14.8% 9,901 $532K
Tandem Financial, LLC 0.64% Reduce -80.4% 12,085 $532K
Etesian Wealth Advisors, Inc. 0.17% Add +0.6% 9,896 $532K
Align Financial, LLC 0.31% — 529,632 $530K
Arista Wealth Management, LLC 0.07% No change 9,850 $530K
Optimist Retirement Group LLC 0.24% Reduce -0.1% 9,845 $529K
J.Safra Asset Management Corp 0.03% Add +171.8% 9,841 $529K
Baker Ellis Asset Management LLC 0.06% Reduce -4.8% 9,832 $529K
Holos Integrated Wealth LLC 0.29% Reduce -4.0% 9,599 $527K
Syverson Strege & Co 0.12% No change 9,807 $527K
Emprise Bank 0.22% Add +0.2% 9,804 $527K
KG Capital Management 0.14% Add +1.2% 9,781 $526K
Essential Planning, LLC. 0.17% Add +77.8% 9,775 $526K
Buckhead Capital Management LLC 0.19% No change 9,752 $524K
Torrey Growth & Income Advisors 0.18% New 9,698 $521K
Level Four Advisory Services, LLC 0.02% Add +31.2% 9,696 $521K
Refined Wealth Management 0.35% New 9,677 $520K
Burton Enright Welch 0.07% Reduce -0.2% 9,640 $518K
3Chopt Investment Partners, LLC 0.12% Add +0.3% 9,630 $518K
Evernest Financial Advisors, LLC 0.11% Add +9.7% 8,957 $517K
Freestate Advisors LLC 0.42% Reduce -4.4% 9,604 $516K
Larch Capital Partners LLC 0.07% — 9,604 $516K
Meredith Wealth Planning 0.15% Reduce -5.1% 9,592 $516K
Wescott Financial Advisory Group, LLC 0.04% Reduce -3.0% 9,538 $513K
Client 1ST Advisory Group, LLC 0.16% Add +18.7% 9,517 $512K
Sendero Wealth Management, LLC 0.06% New 9,504 $511K
TCI Wealth Advisors, Inc. 0.03% Reduce -23.2% 9,484 $510K
ETF Store, Inc. 0.52% Add +0.0% 9,477 $509K
Portland Financial Advisors Inc 1.08% No change 9,449 $508K
Balanced Rock Investment Advisors LLC 0.36% Reduce -1.9% 9,438 $507K
Liberty Atlantic Advisors LLC 0.50% — 9,437 $507K
Impact Capital Partners LLC 0.15% Add +14.0% 9,362 $503K
TFB Advisors LLC 0.14% No change 9,358 $503K
Tiemann Investment Advisors, LLC 0.20% No change 9,355 $503K
Shufro Rose & Co. LLC 0.03% Reduce -78.7% 9,348 $503K
Coordinated Financial Services, Inc. 0.29% Add +15.5% 9,341 $502K
Hubbell Strickland Wealth Management, LLC 0.20% Add +9.5% 9,304 $500K
Ceera Investments, LLC 0.19% No change 9,280 $499K
Oarsman Capital, Inc. 0.06% Reduce -0.9% 9,258 $498K
Foguth Wealth Management, LLC. 0.08% — 9,058 $498K
Townsquare Capital LLC 0.11% Reduce -44.8% 9,251 $497K
Zacks Investment Management 0.00% Reduce -9.9% 9,249 $497K
Common Fund for Nonprofit Organizations 0.04% Reduce -42.1% 9,233 $496K
Evergreen Wealth Management, LLC 0.25% Reduce -5.4% 9,230 $496K
ARK & TLK Investments, LLC 0.14% Reduce -4.7% 9,226 $496K
Parkwoods Wealth Partners, LLC 0.14% Add +5.9% 9,153 $492K
Rothschild Capital Partners, LLC 0.12% Add +13.9% 9,092 $489K
Exchange Bank 0.34% Reduce -0.2% 9,053 $487K
Curi Capital, LLC 0.01% Add +94.3% 9,039 $486K
Cape Investment Advisory, Inc. 0.15% Add +44.5% 9,016 $485K
Dearborn Partners LLC 0.02% Add +24.0% 9,011 $484K
Dover Advisors, LLC 0.19% No change 8,988 $483K
Probity Advisors, Inc. 0.08% Reduce -2.8% 8,984 $483K
Safe Harbor Family Capital, LLC 0.42% — 8,977 $483K
True North Advisors, LLC 0.06% New 8,967 $482K
Icon Wealth Advisors, LLC 0.03% Reduce -7.5% 8,891 $478K
Duncker Streett & Co. Inc. 0.08% Add +0.8% 8,885 $478K
Focused Alpha, LLC 0.14% — 8,864 $477K
Councilmark Asset Management, LLC 0.27% No change 8,840 $475K
Athena Investment Management 0.24% Add +76.2% 8,821 $474K
Sound Income Strategies, LLC 0.02% Add +18.1% 8,454 $473K
Murphy & Mullick Capital Management Corp 0.34% Reduce -5.3% 8,789 $472K
49 Wealth Management, LLC 0.04% Add +118.3% 8,785 $472K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +30.9% 8,780 $472K
Quadrant Private Wealth Management, LLC 0.08% Add +85.2% 8,770 $471K
Horizons Wealth Management 0.31% Add +3.4% 8,739 $470K
Baldwin Investment Management, LLC 0.05% Add +0.2% 8,688 $467K
Alvarez & Marsal Private Wealth Partners, LLC 0.09% — 8,685 $467K
Bridgewater Advisors Inc. 0.03% Reduce -3.4% 8,312 $466K
McDonald Partners LLC 0.15% Add +8.9% 8,671 $466K
Bank of Marin 0.32% Reduce -2.0% 8,604 $463K
Klingenstein Fields & Co. LP 0.02% No change 8,603 $462K
TriaGen Wealth Management LLC 0.12% No change 8,558 $460K
Pinnacle Financial Group, LLC / IL 0.13% Reduce -0.4% 8,554 $460K
Cooper/Haims Advisors, LLC 0.21% New 8,549 $460K
Mayfair Advisory Group, LLC 0.18% Add +3.4% 8,330 $458K
Atlanta Consulting Group Advisors, LLC 0.10% No change 8,511 $458K
Financial Perspectives, Inc 0.12% Add +3.1% 8,492 $457K
Vawter Financial, Ltd. 0.19% Add +0.5% 8,486 $456K
Citrine Capital LLC 0.21% Reduce -12.5% 8,466 $455K
Stirlingshire Investments, Inc. 0.40% — 8,447 $454K
GAMMA Investing LLC 0.02% Add +1.0% 8,422 $453K
Forza Wealth Management, LLC 0.16% Reduce -4.5% 8,397 $451K
Hill Island Financial LLC 0.11% No change 8,383 $451K
Cambria Investment Management, L.P. 0.03% Reduce -4.2% 8,363 $450K
Evolution Wealth Advisors, LLC 0.05% Add +1.6% 8,361 $449K
Charis Legacy Partners, LLC 0.66% Reduce -9.3% 8,351 $449K
Sonoma Private Wealth LLC 0.54% Add +18.8% 8,349 $449K
Belleair Asset Management, LLC 0.43% — 8,326 $448K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Add +66.3% 8,320 $447K
Sage Investment Counsel LLC 0.49% Reduce -0.0% 8,320 $447K
Somerset Trust Co 0.14% Add +41.8% 8,219 $442K
Sloy Dahl & Holst, LLC 0.05% Add +34.1% 8,199 $441K
Gambit Capital Management, LLC 0.32% — 8,192 $440K
Smith Salley Wealth Management 0.02% No change 8,192 $440K
Darden Wealth Group Inc 0.21% Add +15.5% 8,184 $440K
Abacus Wealth Partners, LLC 0.04% New 8,173 $439K
CGC Financial Services, LLC 0.12% Add +18.0% 8,156 $438K
LJI Wealth Management, LLC 0.07% Add +43.2% 8,155 $438K
Hazlett, Burt & Watson, Inc. 0.14% Add +192.2% 8,128 $438K
Pinney & Scofield, Inc. 0.25% No change 8,135 $437K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.0% 8,129 $437K
Summit Global Investments 0.03% Add +0.9% 8,119 $436K
Alteri Wealth LLC 0.14% Add +4.9% 8,084 $435K
Ketron Financial 0.14% — 8,070 $434K
JTC Employer Solutions Trustee Ltd 0.03% No change 8,020 $432K
Uptown Financial Advisors LLC 0.37% Add +0.1% 8,026 $431K
Partners Capital Investment Group, LLP 0.02% Add +1.9% 8,017 $431K
Secure Asset Management, LLC 0.07% Reduce -31.1% 7,971 $429K
Maryland Capital Advisors Inc. 0.14% Reduce -0.0% 7,965 $428K
ABLE Financial Group, LLC 0.09% Add +27.6% 7,938 $427K
Security National Bank of So Dak 0.21% No change 7,897 $425K
Optima Capital LLC 0.18% Reduce -9.1% 7,874 $423K
Dimension Capital Management LLC 0.06% No change 7,852 $422K
Colter Lewis Investment Partners LLC 0.49% — 7,838 $421K
Capital Planning LLC 0.12% Add +15.0% 7,671 $421K
Melfa Wealth Management, Inc. 0.24% Add +0.0% 7,832 $421K
Colton Groome Financial Advisors, LLC 0.12% Add +23.1% 7,817 $420K
Thompson Siegel & Walmsley LLC 0.01% No change 7,818 $420K
Urban Financial Advisory Corp 0.16% Add +7.4% 7,807 $420K
Well Done, LLC 0.06% Add +0.5% 7,780 $418K
Intergy Private Wealth, LLC 0.13% Reduce -0.6% 7,775 $418K
Telos Capital Management, Inc. 0.04% Reduce -1.5% 7,750 $417K
Inlight Wealth Management, LLC 0.15% Add +0.2% 70,100 $416K
Accel Wealth Management 0.11% Add +10.0% 7,741 $416K
EnRich Financial Partners LLC 0.11% Reduce -4.6% 7,727 $415K
St. Clair Advisors, LLC 0.11% Add +1.9% 7,725 $415K
Americana Partners, LLC 0.01% Add +15.0% 7,719 $415K
Guyasuta Investment Advisors Inc. 0.02% Add +0.2% 7,700 $414K
Norway Savings Bank 0.19% Add +8.3% 7,687 $413K
SMH Capital Advisors Inc. 0.84% Add +0.4% 7,686 $413K
Mma Asset Management LLC 0.15% Add +0.2% 7,666 $412K
Cedarwood Wealth LLC 0.46% — 7,228 $411K
Spinnaker Investment Group, LLC 0.07% Add +28.3% 7,642 $411K
Fee-Only Financial Planning, L.C. 0.24% No change 7,640 $411K
LOM Asset Management Ltd 0.12% Add +43.1% 7,640 $411K
Oldfather Financial Services, LLC 0.12% Add +33.4% 7,619 $410K
Carmel Capital Partners, LLC 0.14% Add +7.6% 7,619 $410K
BWM Planning, LLC 0.11% New 7,607 $409K
Aua Capital Management, LLC 0.20% Add +0.0% 7,595 $408K
Integris Wealth Management, LLC 0.09% No change 7,573 $407K
SeaCrest Wealth Management, LLC 0.04% Reduce -8.3% 7,362 $407K
Jeppson Wealth Management, LLC 0.13% Add +0.5% 7,558 $406K
First Western Trust Bank 0.02% Reduce -90.6% 7,548 $406K
Dana Investment Advisors, Inc. 0.01% Add +64.5% 7,531 $405K
Summit Financial Wealth Advisors, LLC 0.06% New 7,479 $402K
Turtle Creek Wealth Advisors, LLC 0.03% No change 7,447 $400K
DKM Wealth Management, Inc. 0.30% No change 7,446 $400K
Calton & Associates, Inc. 0.06% Reduce -28.0% 7,442 $400K
Nottingham Advisors, Inc. 0.06% Add +0.7% 7,434 $400K
VeraBank, N.A. 0.07% Add +17.3% 7,395 $398K
Virtue Capital Management, LLC 0.06% Reduce -80.2% 7,223 $397K
Clarity Wealth Advisors, LLC 0.08% Add +13.6% 7,368 $396K
Marino, Stram & Associates LLC 0.07% Reduce -4.3% 7,363 $396K
Libra Wealth LLC 0.11% No change 7,333 $394K
Kirtland Hills Capital Management, LLC 0.14% Add +7.2% 7,316 $393K
Robinhood Asset Management, LLC 0.03% — 7,310 $393K
Goepper Burkhardt LLC 0.13% Reduce -0.3% 7,300 $392K
Rockport Wealth LLC 0.08% Reduce -35.5% 7,299 $392K
RiverFront Investment Group, LLC 0.01% Add +4.6% 7,297 $392K
LCM Capital Management Inc 0.19% Reduce -23.6% 7,294 $392K
Hamilton Wealth, LLC 0.07% New 7,294 $392K
RHS Financial, LLC 0.19% Reduce -43.1% 7,292 $392K
Bell Investment Advisors, Inc 0.06% Add +0.6% 7,247 $390K
Financial Alternatives, Inc 0.23% Add +1.1% 7,239 $389K
Sankala Group LLC 0.31% — 6,697 $389K
Ascentis Independent Advisors 0.06% New 7,222 $388K
Capstone Wealth Management Group LLC 0.23% Add +7.5% 7,198 $387K
Approach Retirement Advisors, LLC 0.33% — 7,189 $386K
American Capital Advisory, LLC 0.17% Reduce -4.2% 7,187 $386K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -5.0% 7,176 $386K
1832 Asset Management L.P. 0.00% Add +3.1% 7,175 $386K
Post Resch Tallon Group Inc. 0.33% Reduce -15.6% 7,174 $386K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% — 7,172 $386K
Wealth Management Nebraska 0.04% Add +1.2% 7,168 $385K
Livet Wealth, LLC 0.24% — 7,166 $385K
McIlrath & Eck, LLC 0.04% Reduce -2.6% 7,140 $384K
LCNB Corp. 0.13% Add +1.3% 7,134 $384K
TPG Advisors LLC 0.24% Add +4.7% 7,112 $382K
Ironwood Wealth Management, LLC. 0.11% Reduce -0.7% 7,112 $382K
Matisse Capital 0.17% No change 7,107 $382K
Lodestone Wealth Management LLC 0.15% No change 7,054 $379K
Pitti Group Wealth Management, LLC 0.31% Reduce -2.7% 7,048 $379K
Elser Financial Planning, Inc 0.27% Add +0.8% 7,022 $377K
Clearwave Capital, LLC 0.28% — 6,998 $376K
Quantify Chaos Advisors, LLC 1.14% — 6,997 $376K
CVA Family Office, LLC 0.04% Add +12.3% 6,992 $376K
Legacy Financial Group LLC 0.05% Reduce -3.5% 6,633 $374K
Elevation Point Wealth Partners, LLC 0.02% New 6,935 $373K
Vestmark Advisory Solutions, Inc. 0.01% New 6,935 $373K
Evelyn Partners Asset Management Ltd 0.09% Add +30.7% 6,883 $370K
Archvest Wealth Advisors, Inc. 0.23% Add +43.1% 6,845 $368K
Galilei Investment Office LLP 0.17% New 6,825 $367K
Forefront Wealth Partners, LLC 0.17% Reduce -92.9% 6,815 $366K
Fidelity D & D Bancorp Inc. 0.16% No change 6,815 $366K
Patton Albertson Miller Group, LLC 0.04% Add +2.8% 6,810 $366K
Kestra Investment Management, LLC 0.01% Reduce -4.9% 6,808 $366K
First Financial Bank - Trust Division 0.03% No change 6,773 $364K
Rubicon Advisors, GP 0.34% — 6,732 $362K
Silver Oak Advisory Group, Inc. 0.16% Reduce -7.4% 6,720 $361K
Curran Financial Partners, LLC 0.07% Reduce -0.1% 6,713 $361K
Benchmark Financial, LLC 0.36% — 6,710 $361K
Cypress Point Wealth Management, LLC 0.08% Add +1.7% 6,697 $360K
SlateStone Wealth, LLC 0.03% Add +0.3% 6,688 $360K
Oak Family Advisors, LLC 0.11% Add +0.8% 6,687 $359K
RAM Investment Partners, LLC 0.06% Reduce -2.9% 6,611 $355K
Daybright Advisory Services, Inc. 0.09% — 6,589 $354K
Twin City Private Wealth, LLC 0.27% Reduce -7.7% 6,569 $353K
Sterling Financial Planning, Inc. 0.11% Add +1.2% 6,558 $353K
Independent Wealth Network Inc. 0.11% Reduce -2.0% 6,548 $352K
Advisors Capital Management, LLC 0.00% Add +12.1% 6,546 $352K
RDA Financial Network 0.08% Add +1.2% 6,542 $352K
First PREMIER Bank 0.08% Reduce -17.5% 6,520 $351K
Alexander Randolph Advisory, Inc. 0.29% No change 6,483 $349K
Broadleaf Partners, LLC 0.07% No change 6,472 $348K
MJT & Associates Financial Advisory Group, Inc. 0.26% No change 6,461 $347K
Laffer Tengler Investments, Inc. 0.06% No change 6,397 $344K
Laurel Oak Wealth Management, LLC 0.06% — 6,390 $344K
Investmark Advisory Group LLC 0.15% Add +1.7% 6,356 $342K
Montis Financial, LLC 0.07% New 6,354 $342K
FAS Wealth Partners, Inc. 0.02% Add +0.3% 6,306 $339K
Neumann Capital Management, LLC 0.10% No change 6,300 $339K
Confluence Wealth Services, Inc. 0.01% Add +4.0% 6,295 $338K
Resources Management Corp. /CT/ 0.04% Add +20.4% 6,295 $338K
Gibraltar Capital Management, Inc. 0.06% Add +11.7% 6,277 $337K
Clarendon Private LLC 0.29% Add +1.6% 6,259 $336K
Geometric Wealth Advisors 0.04% Reduce -5.6% 6,259 $336K
Caliber Wealth Management, LLC / KS 0.04% Reduce -3.8% 6,255 $336K
Potomac Fund Management Inc. 0.01% Reduce -2.0% 6,253 $336K
Sage Mountain Advisors LLC 0.02% Add +14.1% 6,247 $336K
Destiny Wealth Partners, LLC 0.04% No change 5,896 $336K
J. R. Prunier Capital Management LLC 0.14% — 6,227 $335K
Empirical Asset Management, LLC 0.09% Reduce -13.9% 6,218 $334K
Cynosure Group, LLC 0.03% No change 6,217 $334K
Montgomery Investment Management Inc. 0.12% No change 6,200 $333K
Forum Private Client Group LLC 0.11% Add +8.3% 6,193 $333K
Quotient Wealth Partners, LLC 0.01% New 6,188 $333K
Apollon Financial, LLC 0.05% Add +1.2% 6,186 $333K
Cottage Street Advisors LLC 0.14% Add +59.2% 6,177 $332K
State Street Corp. 0.00% Reduce -3.2% 6,169 $332K
Asset One Wealth Management LLC 0.05% — 5,820 $330K
Patten & Patten Inc. 0.02% No change 6,120 $329K
Pension & Wealth Management Advisors, Inc. 0.10% Reduce -1.1% 6,091 $328K
Finward Bancorp 0.25% Reduce -4.8% 6,090 $327K
Heritage Financial Services, LLC 0.03% Reduce -0.5% 6,083 $327K
Bond & Devick Financial Network, Inc. 0.09% No change 6,082 $327K
KKM Financial LLC 0.06% Add +3.2% 6,077 $327K
Carnegie Investment Counsel 0.01% New 6,063 $326K
Strategic Wealth Partners, Ltd. 0.02% Add +40.0% 6,059 $326K
Independent Wealth Advisors LLC 0.34% — 6,044 $325K
Scientech Research LLC 0.20% New 6,042 $325K
American State Bank (Iowa) 0.16% Add +9.0% 6,035 $324K
Macroview Investment Management LLC 0.22% Add +10.3% 6,029 $324K
Millstone Evans Group, LLC 0.19% Add +338.6% 6,027 $324K
Anchor Capital Advisors LLC 0.01% New 6,023 $324K
Anchor Investment Management, LLC 0.03% Reduce -0.1% 5,990 $322K
Strait & Sound Wealth Management LLC 0.12% Reduce -3.3% 5,969 $321K
Fiduciary Alliance LLC 0.02% New 5,938 $319K
Blue Bell Private Wealth Management, LLC 0.05% Add +0.4% 5,931 $319K
Longview Financial Advisors LLC 0.18% Add +0.4% 5,920 $318K
Kintra Wealth, LLC 0.04% New 5,903 $317K
FSA Advisors, Inc. 0.22% Reduce -73.2% 5,902 $317K
Mystic Asset Management, Inc. 0.07% No change 5,881 $316K
Ruedi Wealth Management, Inc. 0.08% Reduce -1.7% 5,866 $315K
Integral Investment Advisors, Inc. 0.08% No change 5,862 $315K
Madison Asset Management, LLC 0.00% No change 5,851 $315K
Trifecta Capital Advisors, LLC 0.05% No change 5,848 $314K
Riverview Capital Advisers, LLC 0.10% No change 5,846 $314K
SFI Advisors, LLC 0.20% New 5,845 $314K
Edge Financial Advisors LLC 0.13% Add +4.8% 5,842 $314K
Strategic Advisory Partners, LLC 0.26% — 5,833 $314K
Accurate Wealth Management, LLC 0.04% Reduce -19.3% 5,634 $312K
Evergreen Private Wealth LLC 0.12% Reduce -5.1% 5,790 $311K
Ballast Financial Advisors LLC 0.32% — 5,782 $311K
Raleigh Capital Management Inc. 0.11% Reduce -13.3% 5,775 $310K
Wealthcare Capital Management LLC 0.03% Reduce -45.0% 5,774 $310K
Whalen Wealth Management Inc. 0.17% Add +1.9% 5,773 $310K
Teachers Insurance & Annuity Association of America 0.36% Reduce -2.5% 5,748 $309K
Stage Harbor Financial, LLC 0.21% Reduce -9.8% 5,695 $306K
Index Fund Advisors, Inc. 0.01% Reduce -19.4% 5,653 $304K
Argent Advisors, Inc. 0.08% Add +0.1% 5,644 $303K
Cornerstone Advisors Asset Management, LLC 0.05% Add +9.2% 5,644 $303K
Claris Financial LLC 0.16% Reduce -9.9% 5,643 $303K
LFA - Lugano Financial Advisors SA 0.16% No change 5,621 $302K
SB Capital Management Inc 0.11% — 5,613 $302K
NWF Advisory Services Inc. 0.03% Reduce -0.7% 5,605 $301K
Thayer Financial, L.L.C. 0.32% — 5,582 $300K
Rare Wolf Capital LLC 0.19% — 5,580 $300K
William Howard & Co Financial Advisors Inc 0.25% Add +0.7% 5,578 $300K
Cullen Capital Management, LLC 0.00% No change 5,575 $300K
Calamos Wealth Management LLC 0.01% No change 5,574 $300K
YHB Investment Advisors, Inc. 0.02% Reduce -16.6% 5,564 $299K
Transcendent Capital Group LLC 0.14% Reduce -5.2% 5,557 $299K
New Harbor Financial Group, LLC 0.05% Reduce -0.3% 5,551 $298K
Seed Wealth Management, Inc. 0.21% No change 5,550 $298K
Yoffe Investment Management, LLC 0.38% No change 5,529 $297K
Swisher Financial Concepts, Inc. 0.17% Reduce -6.7% 5,515 $296K
Primoris Wealth Advisors, LLC 0.18% No change 5,502 $296K
Activest Wealth Management 0.06% Reduce -1.0% 5,493 $295K
Orca Wealth Management, LLC 0.21% No change 5,173 $294K
Crux Wealth Advisors 0.11% Reduce -1.3% 5,471 $294K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $294K
Orgel Wealth Management, LLC 0.01% Add +0.6% 5,464 $294K
IVC Wealth Advisors LLC 0.13% Add +0.6% 5,450 $293K
Forthright Family Wealth Advisory LLC 0.18% Reduce -8.2% 5,434 $292K
Jag Capital Management, LLC 0.03% No change 5,432 $292K
BluePrint Investing LLC 0.26% — 5,431 $292K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -0.2% 5,430 $292K
Perennial Investment Advisors, LLC 0.02% Add +5.0% 5,430 $292K
Accredited Investors Inc. 0.02% Reduce -13.2% 5,415 $291K
American Institute for Advanced Investment Management, LLP 0.19% No change 5,408 $291K
Security National Bank of Sioux City Iowa 0.19% Reduce -1.1% 5,408 $291K
Asset Advisory Group, Inc. 0.14% — 5,377 $289K
Prospera Capital Management, LLC 0.15% Reduce -0.7% 5,374 $289K
Benningfield Financial Advisors, LLC 0.23% No change 5,361 $288K
Richard W. Paul & Associates, LLC 0.10% Add +0.5% 5,357 $288K
Front Row Advisors LLC 0.10% No change 5,354 $288K
Meramec Financial Planners, LLC 0.11% — 5,021 $288K
Rainier Family Wealth Inc. 0.22% No change 5,334 $287K
Wealth Dimensions Group, Ltd. 0.06% Add +5.6% 5,330 $287K
Rossby Financial, LCC 0.09% Add +73.4% 5,323 $286K
Qube Research & Technologies Ltd 0.00% Reduce -74.0% 5,320 $286K
Millennium Management 0.00% Reduce -71.6% 5,294 $285K
Sunpointe, LLC 0.09% Reduce -0.7% 5,293 $285K
Portside Wealth Group, LLC 0.04% Add +22.8% 5,293 $285K
DT Investment Partners, LLC 0.02% Add +27.4% 5,276 $284K
TFC Financial Management, Inc. 0.04% Reduce -16.5% 5,275 $284K
Biltmore Family Office, LLC 0.04% Add +0.5% 5,269 $283K
Latitude Advisors, LLC 0.12% Reduce -25.1% 5,250 $282K
Stanich Group LLC 0.21% Reduce -0.2% 5,250 $282K
Oakworth Capital, Inc. 0.02% No change 5,244 $282K
Freedom Investment Management, Inc. 0.08% Add +1.4% 5,233 $281K
Farnam Financial LLC 0.21% Add +1.4% 5,207 $280K
West Paces Advisors Inc. 0.05% Add +25.8% 5,200 $280K
McMill Wealth Management 0.08% Add +3.1% 5,189 $279K
Private Capital Management, LLC 0.03% Add +2.2% 5,175 $278K
Redmond Asset Management, LLC 0.07% No change 5,162 $278K
Sagespring Wealth Partners, LLC 0.01% Add +3.2% 5,157 $277K
Villere St Denis J & Co. LLC 0.03% No change 5,153 $277K
Cooper Financial Group 0.03% Reduce -0.9% 5,132 $276K
Wealth Alliance, LLC 0.03% Add +9.4% 5,127 $276K
Olde Wealth Management, LLC 0.08% Add +5.6% 5,129 $275K
Adirondack Trust Co. 0.09% Reduce -0.6% 5,099 $274K
Camden National Bank 0.04% New 5,083 $273K
Planning Directions Inc. 0.14% Add +19.9% 5,082 $273K
PW Nova Financial Services LLC 0.10% — 4,969 $273K
Dudley Capital Management, LLC 0.12% No change 5,074 $273K
Keebeck Wealth Management 0.03% Add +14.8% 5,073 $273K
Team Hewins, LLC 0.09% No change 5,067 $272K
Quartz Partners, LLC 0.10% New 5,055 $272K
Seneschal Advisors, LLC 0.20% Reduce -0.7% 5,046 $271K
Asempa Wealth Advisors 0.23% — 5,043 $271K
Realta Investment Advisors 0.09% Add +38.6% 5,026 $270K
Community Bank & Trust, Waco, Texas 0.06% Add +6.7% 5,022 $270K
Vantage Point Financial LLC 0.10% Add +3.3% 5,007 $269K
Ameliora Wealth Management Ltd. 0.08% No change 5,000 $269K
Hourglass Capital, LLC 0.06% New 5,000 $269K
Capital Advisors Wealth Management, LLC 0.04% Add +0.5% 4,987 $268K
Fortitude Advisory Group L.L.C. 0.11% Add +22.0% 4,986 $268K
National Wealth Management Group, LLC 0.09% Add +15.7% 4,971 $267K
Breachway Investments LLC 0.28% — 4,966 $267K
Millington Financial Advisors, LLC 0.12% Add +1.7% 4,660 $267K
AAF Wealth Management, LLC 0.11% Reduce -1.0% 4,960 $267K
First Pacific Financial 0.03% Add +55.6% 4,956 $266K
Fairman Group, LLC 0.21% Reduce -6.7% 4,955 $266K
Insight Advisors, LLC/ PA 0.04% Add +0.6% 4,954 $266K
Great Hill Capital LLC 0.18% No change 4,945 $266K
Woodside Wealth Management LLC 0.20% No change 4,931 $265K
Mosley Wealth Management 0.12% — 4,805 $264K
Northstar Asset Management Inc. 0.07% No change 4,912 $264K
Colonial Trust Co / SC 0.04% No change 4,906 $264K
WPG Advisers, LLC 0.20% Reduce -6.5% 4,904 $264K
Aprio Wealth Management, LLC 0.02% Reduce -1.7% 4,893 $263K
Collaborative Wealth Managment Inc. 0.09% Add +28.8% 4,875 $262K
Retirement Planning Co of New England, Inc. 0.10% Add +5.0% 4,865 $262K
Eq LLC 0.08% Add +1.3% 4,859 $261K
Harbor Investment Advisory, LLC 0.02% Add +99.0% 4,849 $261K
Canvas Wealth Advisors, LLC 0.04% Reduce -2.1% 4,847 $261K
First Foundation Advisors 0.01% Reduce -0.2% 4,834 $260K
Integrity Advisory Solutions, LLC 0.04% Add +21.2% 4,820 $259K
Instrumental Wealth, LLC 0.15% Reduce -5.4% 4,436 $259K
Westfuller Advisors, LLC 0.10% Add +1.9% 4,808 $258K
Coastal Bridge Advisors, LLC 0.02% Add +0.3% 4,805 $258K
Pathfinder Wealth Consulting, Inc. 0.16% — 4,794 $258K
Hibernia Wealth Partners, LLC 0.08% New 4,780 $257K
Emergent Wealth Advisors, LLC 0.14% Add +1.5% 4,771 $256K
Arsenal Capital Advisors LLC 0.18% — 4,755 $256K
Ponta Wealth Partners, LLC 0.24% — 4,753 $256K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.1% 4,735 $255K
Tennessee Valley Asset Management Partners 0.03% New 4,734 $254K
Arlington Trust Co LLC 0.03% Reduce -27.0% 4,727 $254K
S.A. Mason LLC 0.10% No change 4,720 $254K
Mountain Capital Investment Advisors Inc. 0.04% Reduce -36.6% 4,463 $253K
Riverbend Wealth Management, LLC 0.16% Add +20.1% 4,701 $253K
Vestia Personal Wealth Advisors 0.13% Add +1.2% 4,492 $252K
Coastwise Capital Group, LLC 0.13% Add +2.9% 4,677 $251K
Weitzel Financial Services, Inc. 0.10% No change 4,568 $251K
Fielder Capital Group LLC 0.05% New 4,658 $250K
Chico Wealth RIA 0.16% Add +0.1% 4,645 $250K
Northbridge Financial Group, LLC 0.11% — 4,633 $249K
Oak Barrel Wealth Advisory LLC 0.15% — 4,627 $249K
Good Harbor Advisors, Inc. 0.29% — 4,612 $248K
RKL Wealth Management LLC 0.02% Add +0.5% 4,611 $248K
Pine Haven Investment Counsel, Inc 0.18% No change 4,609 $248K
Trellis Wealth Advisors LLC 0.10% No change 4,600 $247K
Beacon Bank & Trust 0.05% Add +13.6% 4,595 $247K
Worth Financial Advisory Group, LLC 0.12% Add +0.2% 4,580 $246K
Sincerus Advisory, LLC 0.20% Add +4.0% 4,577 $246K
Pacific Sage Partners, LLC 0.04% No change 4,570 $246K
Vickerman Investment Advisors, Inc. 0.05% No change 4,530 $244K
PCG Asset Management, LLC 0.19% Reduce -1.1% 4,440 $243K
Altfest L J & Co. Inc. 0.03% Reduce -9.6% 4,520 $243K
Fiduciary Family Office, LLC 0.07% No change 4,517 $243K
Anson Capital, Inc. 0.18% Add +0.8% 4,517 $243K
Avalon Capital Management 0.06% No change 4,506 $242K
W Advisors, LLC 0.12% No change 4,498 $242K
Burkett Financial Services, LLC 0.08% Reduce -7.0% 4,492 $242K
EagleClaw Capital Managment, LLC 0.03% No change 4,484 $241K
Independence Bank of Kentucky 0.03% Add +112.7% 4,482 $241K
Cardinal Point Capital Management ULC 0.02% Add +9.8% 4,479 $241K
JBR Co Financial Management Inc 0.10% No change 4,473 $240K
Bellwether Advisors, LLC 0.04% No change 4,455 $240K
Ahara Advisors LLC 0.22% — 4,451 $239K
Lighthouse Financial LLC 0.16% No change 4,450 $239K
Center For Asset Management LLC 0.12% Add +0.6% 4,439 $239K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Add +1.0% 4,436 $238K
FDx Advisors, Inc. 0.12% Reduce -2.3% 4,428 $238K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -6.2% 4,426 $238K
Five Pine Wealth Management 0.15% Reduce -2.3% 4,425 $238K
Newman Dignan & Sheerar, Inc. 0.05% New 4,423 $238K
Private Wealth Group, LLC 0.11% No change 4,419 $238K
Fortis Capital Management LLC 0.03% Reduce -30.7% 4,419 $238K
FMB Wealth Management 0.09% No change 4,396 $236K
Birchbrook, Inc. 0.12% Reduce -1.2% 4,360 $234K
Mendel Money Management 0.10% New 4,355 $234K
Wealthquest Corp 0.02% New 4,353 $234K
Stockman Wealth Management, Inc. 0.03% Reduce -17.3% 4,352 $234K
Fortress Financial Group, LLC 0.17% Add +0.5% 4,345 $234K
Chicago Capital, LLC 0.01% New 4,345 $234K
East Coast Asset Management, LLC. 0.07% No change 4,337 $233K
Byrne Asset Management LLC 0.13% Reduce -2.8% 4,330 $233K
Gateway Wealth Partners, LLC 0.03% Reduce -4.6% 4,315 $232K
Power Wealth Management LLC 0.08% Reduce -10.1% 4,307 $232K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,300 $231K
SC&H Financial Advisors, Inc. 0.04% Add +0.5% 4,294 $231K
Droms Strauss Advisors Inc. /Mo/ 0.06% Add +0.3% 4,280 $230K
Capital Advisors, Ltd. LLC 0.03% Add +150.7% 4,267 $229K
FPC Investment Advisory, Inc. 0.13% No change 4,256 $229K
Godfrey Financial Associates, Inc. 0.20% — 4,255 $229K
Caerus Investment Advisors, LLC 0.08% New 4,246 $228K
Cogent Private Wealth, Inc. 0.17% — 4,240 $228K
Sunbelt Securities, Inc. 0.02% Add +0.6% 4,236 $228K
Tactive Advisors, LLC 0.07% Reduce -4.3% 4,231 $227K
Navigation Wealth Management, Inc. 0.34% Add +0.8% 4,225 $227K
Wallace Advisory Group, LLC 0.24% Reduce -1.5% 4,208 $226K
Integrated Wealth Management 0.25% — 4,191 $225K
Invariant Investment Management 0.14% — 4,064 $225K
Alhambra Investment Management LLC 0.10% Reduce -3.2% 4,190 $225K
Old Second National Bank of Aurora 0.04% Reduce -1.0% 4,188 $225K
Waddell & Associates, LLC 0.02% Add +0.7% 4,188 $225K
Retirement Income Solutions, Inc. 0.04% No change 4,181 $225K
Fragasso Financial Advisors Inc 0.01% Reduce -3.8% 4,175 $224K
Semitam Bonam LLC 0.19% No change 4,171 $224K
Magnolia Private Wealth, LLC 0.16% Add +0.3% 4,167 $224K
Peregrine Asset Advisers, Inc. 0.06% Add +0.1% 4,159 $224K
Pettinga Financial Advisors LLC 0.04% Reduce -14.5% 4,158 $224K
Maia Wealth LLC 0.04% Reduce -87.8% 3,859 $223K
First Merchants Corp. 0.01% No change 4,145 $223K
Atomic Invest LLC 0.12% — 4,124 $222K
Evelyn Partners Investment Management LLP 0.01% Add +69.1% 4,112 $221K
GM Advisory Group, LLC 0.01% Add +0.2% 4,103 $221K
MPS Loria Financial Planners, LLC 0.06% Add +1.9% 4,102 $221K
KFA Private Wealth Group, LLC 0.05% New 4,088 $220K
HHM Wealth Advisors, LLC 0.03% Add +11.0% 4,084 $220K
Fund Advisors of America Inc 0.20% — 4,081 $219K
Parisi Gray Wealth Management 0.05% Reduce -3.5% 4,058 $218K
Caitlin John, LLC 0.14% Reduce -13.2% 4,056 $218K
Coquina Private Wealth LLC 0.17% — 4,033 $217K
NTV Asset Management LLC 0.02% No change 4,021 $216K
Northstar Financial Companies, Inc. 0.17% New 4,000 $215K
JB Capital LLC 0.01% New 3,989 $214K
M Wealth Management, LLC 0.18% Add +1.9% 3,952 $212K
Redhawk Wealth Advisors, Inc. 0.02% Add +5.0% 3,943 $212K
Camelot Technology Advisors, Inc. 0.16% Add +0.3% 3,939 $212K
Barnes Dennig Private Wealth Management LLC 0.21% Add +3.9% 3,936 $212K
Omega Financial Group, LLC 0.07% Reduce -2.2% 3,917 $211K
Ehrlich Financial Group 0.12% Add +0.5% 3,901 $210K
Bogart Wealth, LLC 0.01% Reduce -1.4% 3,895 $209K
Almanack Investment Partners, LLC. 0.04% New 3,886 $209K
Requisite Capital Management, LLC 0.04% New 3,874 $208K
Shayne & Jacobs, LLC 0.06% No change 3,872 $208K
Christensen, King & Associates Investment Services, Inc. 0.09% Add +0.2% 3,859 $207K
Caldwell Sutter Capital, Inc. 0.09% Add +1.2% 3,856 $207K
Hengehold Capital Management LLC 0.02% Reduce -24.8% 3,845 $207K
Hidden Cove Wealth Management, LLC 0.13% Reduce -3.0% 3,844 $207K
Smith Chas P & Associates Pa Cpas 0.01% New 3,810 $205K
Curtis Advisory Group, LLC 0.04% Reduce -0.9% 3,802 $204K
Hippocratic Financial Advisors, LLC 0.09% No change 3,798 $204K
Intellectus Partners, LLC 0.04% No change 3,796 $204K
Kelly Financial Services LLC 0.05% Reduce -16.8% 3,791 $204K
Versant Capital Management, Inc 0.03% Add +0.2% 3,777 $203K
Horizon Investment Services, LLC 0.07% Add +0.9% 3,770 $203K
Ballentine Capital Advisors, Inc 0.09% Reduce -2.5% 3,765 $202K
Sunburst Financial Group, LLC 0.04% New 3,756 $202K
Cordatus Wealth Management LLC 0.05% No change 3,739 $201K
First County Bank 0.11% No change 3,733 $201K
Skyline Advisors, Inc. 0.07% New 3,727 $200K
Pin Oak Investment Advisors Inc. 0.14% No change 3,485 $200K
Pandora Wealth, Inc. 0.12% Reduce -0.3% 3,683 $198K
Ankerstar Wealth, LLC 0.20% — 3,673 $197K
Richards, Merrill & Peterson, Inc. 0.07% No change 3,628 $195K
Mascoma Wealth Management LLC 0.04% No change 3,447 $185K
Ramirez Asset Management, Inc. 0.02% Add +22.3% 3,446 $185K
Physician Wealth Advisors, Inc. 0.03% Reduce -1.0% 3,443 $185K
Basepoint Wealth LLC 0.11% New 3,401 $183K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,337 $179K
Nomura Asset Management Co. Ltd. 0.00% Reduce -36.5% 3,300 $177K
Kennebec Savings Bank 0.15% No change 3,269 $176K
Piscataqua Savings Bank 0.12% Add +53.0% 3,174 $171K
Rothschild Investment LLC 0.01% Add +7.4% 3,091 $166K
Addison Advisors LLC 0.04% Add +146.3% 3,042 $164K
Security National Bank 0.02% No change 3,004 $161K
Noble Wealth Management PBC 0.08% Reduce -4.3% 2,859 $154K
Tacita Capital Inc 0.09% No change 2,833 $152K
CKW Financial Group 0.02% No change 2,756 $148K
Cornerstone National Bank & Trust Co 0.06% No change 2,717 $146K
Keating Financial Advisory Services, Inc. 0.02% — 2,594 $139K
Sachetta, LLC 0.08% Reduce -76.3% 2,588 $139K
Perkins Coie Trust Co 0.03% Reduce -40.9% 2,588 $139K
Colonial Trust Advisors 0.01% New 2,574 $138K
Essential Partners LLC 0.04% Add +16.6% 2,515 $135K
USA Financial Formulas 0.02% Add +1.1% 2,500 $134K
Nexus Investment Management ULC 0.02% No change 2,457 $132K
Coston, McIsaac & Partners 0.03% No change 2,445 $131K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.3% 2,416 $130K
Pioneer Family Office, LLC 0.09% — 2,405 $129K
Armstrong Advisory Group, Inc. 0.01% Add +4.1% 2,374 $128K
Evensky & Katz LLC 0.01% Add +22.7% 2,331 $125K
Triumph Capital Management 0.03% New 2,315 $124K
Dunhill Financial, LLC 0.04% Add +306.3% 2,328 $124K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -51.2% 2,303 $124K
Strategic Wealth Advisors LLC 0.10% — 2,285 $122K
First Community Trust NA 0.09% Reduce -11.7% 2,249 $121K
Jessup Wealth Management, Inc 0.04% New 2,209 $119K
Evolution Wealth Management Inc. 0.10% Add +3.1% 2,165 $116K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,986 $114K
Roehl & Yi Investment Advisors, LLC 0.05% No change 21,824 $114K
Concord Wealth Partners 0.01% Reduce -19.9% 2,091 $112K
CDKV Holdings LLC 0.09% — 2,040 $110K
Mondrian Investment Partners LTD 0.00% Add +48.3% 2,030 $109K
Walleye Trading LLC 0.00% New 2,026 $109K
Valley National Advisers Inc. 0.01% Add +108.5% 1,997 $107K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.6% 1,965 $106K
Global Trust Asset Management, LLC 0.04% Reduce -19.8% 1,963 $106K
Mowery & Schoenfeld Wealth Management, LLC 0.15% Add +193.8% 1,939 $104K
Mendota Financial Group, LLC 0.08% Add +0.7% 1,931 $104K
Pacifica Partners Inc. 0.05% Add +108.7% 1,887 $104K
Aberdeen Wealth Management LLC 0.05% Add +5.3% 1,921 $103K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,885 $101K
Plante Moran Financial Advisors, LLC 0.01% Reduce -0.1% 1,855 $100K
Hoey Investments, Inc. 0.01% No change 1,848 $99K
Bitterroot Capital Advisors LLC 0.07% — 1,845 $99K
WHI TRUST Co LLC 0.08% — 1,842 $99K
Chesapeake Asset Management LLC 0.08% Reduce -0.5% 1,828 $98K
First Command Advisory Services, Inc. 0.00% Reduce -9.9% 1,817 $98K
Rogco, LP 0.03% Reduce -21.5% 1,797 $97K
Cedar Wealth Management, LLC 0.03% No change 1,780 $96K
Operose Advisors LLC 0.02% Add +4.7% 1,766 $95K
CNB Bank 0.04% Add +2.1% 1,709 $92K
Go Invest LLC 0.03% — 1,700 $91K
Legacy Wealth Managment, LLC 0.04% Add +479.4% 1,634 $88K
Modus Advisors, LLC 0.02% New 1,630 $88K
Signature Resources Capital Management, LLC 0.04% Reduce -8.6% 1,591 $86K
Wealth Preservation Advisors, LLC 0.04% No change 1,584 $85K
Strive Financial Group ,LLC 0.04% — 1,575 $85K
Ameriflex Group, Inc. 0.04% Add +13.2% 1,573 $85K
Heritage Wealth Advisors 0.00% Reduce -1.3% 1,568 $84K
Tsfg, LLC 0.01% Add +4.2% 1,557 $84K
Hollencrest Capital Management 0.00% Reduce -27.6% 1,560 $84K
High Note Wealth, LLC 0.02% No change 1,534 $82K
Pittenger & Anderson Inc. 0.00% No change 1,500 $81K
Kilter Group LLC 0.04% Add +98.2% 1,496 $80K
Register Financial Advisors LLC 0.03% Add +0.3% 1,453 $78K
Winch Advisory Services, LLC 0.02% Reduce -11.3% 1,445 $78K
Cambient Family Office, LLC 0.01% — 1,424 $77K
Tompkins Financial Corp. 0.01% No change 1,424 $77K
Financial Network Wealth Advisors LLC 0.08% Add +0.4% 1,394 $75K
Global Wealth Strategies & Associates 0.02% Add +44.3% 1,392 $75K
Tucker Asset Management LLC 0.02% New 1,387 $75K
LM Advisors LLC 0.27% Reduce -94.7% 3,711 $69K
Crews Bank & Trust 0.01% Add +163.8% 1,274 $68K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $68K
MidAtlantic Capital Management, Inc. 0.04% New 1,238 $67K
NorthAvenue LLC 0.05% — 1,210 $65K
Provenance Wealth Advisors, LLC 0.01% Reduce -20.1% 1,178 $63K
MTM Investment Management, LLC 0.02% No change 1,158 $62K
SHP Wealth Management 0.00% — 1,152 $62K
Thompson Investment Management, Inc. 0.01% No change 1,144 $62K
Investors Research Corp 0.01% Add +3.0% 1,133 $61K
Curio Wealth, LLC 0.02% No change 1,081 $58K
HighMark Wealth Management LLC 0.02% Add +62.3% 1,063 $57K
MilWealth Group LLC 0.01% New 1,032 $55K
Financial Consulate, Inc. 0.01% Add +214.9% 1,017 $55K
Evelyn Partners Investment Management (Europe) Ltd 0.02% No change 1,011 $54K
Imprint Wealth LLC 0.25% Reduce -67.8% 982 $53K
Compass Financial Services Inc 0.02% Add +1.9% 941 $51K
Field & Main Bank 0.01% No change 920 $49K
Strategic Investment Solutions, Inc. 0.01% Add +1.8% 917 $49K
MPWM Advisory Solutions, LLC 0.03% Add +1.0% 888 $48K
Godsey & Gibb, Inc. 0.00% New 880 $47K
Pacific Center for Financial Services 0.01% No change 870 $47K
Advantage Trust Co 0.02% Reduce -28.0% 873 $47K
Bullock Wealth Management Group 0.02% — 831 $45K
Clark Wealth Partners 0.03% No change 816 $44K
Planning Project LLC 0.01% — 814 $44K
Ares Financial Consulting, LLC 0.04% — 811 $44K
Ransom Advisory, Ltd 0.02% New 810 $44K
Walsh & Associates, LLC 0.04% — 792 $43K
Sunrise Financial Services, LLC 0.03% — 775 $42K
POM Investment Strategies, LLC 0.02% New 768 $41K
Fairscale Capital, LLC 0.03% No change 767 $41K
Tidemark, LLC 0.01% No change 766 $41K
Vermillion Wealth Management, Inc. 0.02% Add +0.7% 757 $41K
Signature Equity Partners, LLC 0.02% — 754 $41K
RMG Wealth Management LLC 0.01% New 714 $40K
10Elms LLP 0.04% No change 703 $38K
Boyd Watterson Asset Management LLC 0.01% No change 700 $38K
Blueline Advisors LLC 0.03% — 700 $38K
North Ridge Wealth Advisors, Inc. 0.02% Add +3.7% 695 $37K
Canton Hathaway, LLC 0.01% New 691 $37K
Costello Asset Management, INC 0.01% Add +573.3% 680 $37K
Your Advocates Ltd., LLP 0.01% Add +15.3% 669 $36K
FWL Investment Management, LLC 0.01% Add +234.9% 653 $35K
Frisco Financial Planning LLC 0.03% Add +1.9% 645 $35K
GHP Investment Advisors, Inc. 0.00% Reduce -17.3% 645 $35K
Dogwood Wealth Management LLC 0.02% Reduce -5.2% 644 $35K
Nemes Rush Group LLC 0.00% Add +1.8% 638 $34K
Cary Street Partners Investment Advisory LLC 0.01% No change 622 $33K
Orion Capital Management LLC 0.01% Add +2.5% 618 $33K
Atwood & Palmer Inc. 0.00% No change 617 $33K
Clayton Financial Group LLC 0.02% Add +27.1% 605 $33K
Bulwark Capital Corp 0.02% No change 600 $32K
Valor Advisors LLC 0.03% — 589 $32K
Clarity Asset Management, Inc. 0.02% Add +1.9% 584 $31K
Harbor Asset Planning, Inc. 0.03% Reduce -4.1% 583 $31K
Smallwood Wealth Investment Management, LLC 0.02% No change 578 $31K
Rakuten Securities, Inc. 0.01% Add +4575.0% 561 $30K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +293.6% 555 $30K
Miller Capital Partners, Inc. 0.01% — 525 $28K
SOA Wealth Advisors, LLC. 0.00% Add +247309.1% 27,215 $28K
Elevate Wealth Advisory, Inc. 0.02% No change 516 $28K
S&T Bank 0.01% Reduce -85.2% 505 $27K
Measured Wealth Private Client Group, LLC 0.01% Reduce -46.9% 501 $27K
Anfield Capital Management, LLC 0.01% No change 488 $26K
Hager Investment Management Services, LLC 0.01% New 475 $26K
TD Capital Management LLC 0.00% Add +0.4% 466 $25K
Ulland Investment Advisors, LLC 0.02% No change 466 $25K
Comprehensive Financial Planning, Inc. 0.02% Add +355.6% 451 $24K
Alerus Financial NA 0.00% No change 447 $24K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 450 $24K
BankPlus Trust Department 0.01% No change 446 $24K
IMA Advisory Services, Inc. 0.00% No change 444 $24K
HFM Investment Advisors, LLC 0.01% Add +6.3% 439 $24K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $23K
Banque Cantonale Vaudoise 0.00% No change 427 $23K
Elevation Wealth Partners, LLC 0.01% No change 414 $22K
Wilkerson Advisory Group LLC 0.01% — 398 $21K
Morgan Dempsey Capital Management LLC 0.01% No change 396 $21K
Grey Ledge Advisors, LLC 0.00% Add +3.4% 393 $21K
Toth Financial Advisory Corp. 0.00% No change 389 $21K
Copia Wealth Management 0.01% Add +1.1% 380 $20K
Family Manage LLC 0.00% New 373 $20K
Acima Private Wealth, LLC 0.01% No change 365 $20K
Conquis Financial LLC 0.02% New 361 $19K
Collier Financial 0.01% Add +0.6% 359 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +947.1% 356 $19K
Merrithew & Thorsten Inc 0.02% — 361 $19K
Van Eck Associates Corp. 0.00% Add +13.6% 326 $18K
Creative Capital Management Investments LLC 0.01% Reduce -46.1% 325 $17K
Highline Wealth Partners LLC 0.00% Add +259.1% 316 $17K
NFSG Corp 0.00% Add +1.6% 310 $17K
Sfam, LLC 0.01% — 300 $16K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 290 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 290 $16K
Stone House Investment Management, LLC 0.00% New 281 $15K
Wiser Advisor Group LLC 0.02% Add +0.8% 266 $14K
Tradewinds Capital Management, LLC 0.00% Add +1.9% 264 $14K
Wellington-Altus USA Inc. 0.01% — 258 $14K
Richardson Capital Management LLC 0.01% Reduce -58.5% 256 $14K
Lloyd Advisory Services, LLC. 0.01% New 256 $14K
Roxbury Financial LLC 0.01% Add +1.2% 249 $13K
Kelleher Financial Advisors 0.00% Add +24.8% 247 $13K
SYM FINANCIAL Corp 0.00% Reduce -2.1% 234 $13K
Kozak & Associates, Inc. 0.00% Reduce -17.5% 217 $12K
Abound Financial, LLC 0.00% New 224 $12K
IFC & Insurance Marketing, Inc. 0.01% — 225 $12K
Winnacle Wealth LLC 0.01% Reduce -83.1% 204 $11K
Delta Asset Management LLC 0.00% No change 200 $11K
Osbon Capital Management LLC 0.01% — 195 $10K
Frazier Financial Advisors, LLC 0.01% No change 186 $10K
SJS Investment Consulting Inc. 0.00% Add +69.1% 186 $10K
Prestige Wealth Management Group LLC 0.00% No change 178 $10K
Provident Wealth Management, LLC 0.00% No change 177 $10K
Networth Advisors, LLC 0.01% — 169 $9K
Transce3nd, LLC 0.07% Reduce -18.2% 157 $9K
Affinity Wealth LLC 0.01% Add +43.1% 166 $9K
Consultiva Wealth Management, Corp. 0.02% No change 163 $9K
Atlantic Private Wealth, LLC 0.01% No change 159 $9K
Dorato Capital Management 0.01% — 150 $8K
Wealth Watch Advisors, INC 0.00% Reduce -85.3% 153 $8K
Bare Financial Services, Inc 0.00% No change 149 $8K
Winthrop Capital Management, LLC 0.00% No change 148 $8K
Elyxium Wealth, LLC 0.00% New 128 $7K
IMG Wealth Management, Inc. 0.00% New 128 $7K
Key Capital Management, INC 0.01% — 127 $7K
Garner Asset Management Corp 0.00% New 125 $7K
Darwin Wealth Management, LLC 0.00% Add +933.3% 124 $7K
Blume Capital Management, Inc. 0.00% Reduce -54.7% 124 $7K
Innovative Advisory Group, LLC 0.00% No change 118 $6K
Broadwater Capital Management LLC 0.00% No change 112 $6K
Strategic Advocates LLC 0.00% New 108 $6K
RHL Group, LLC 0.00% — 105 $6K
Fourth Dimension Wealth, LLC 0.00% No change 103 $6K
Canada Pension Plan Investment Board 0.00% No change 100 $5K
Advocate Investing Services LLC 0.00% — 96 $5K
Portfolio Resources Advisor Group, Inc. 0.01% — 95 $5K
PFS Partners, LLC 0.00% Add +2.2% 94 $5K
Laurel Wealth Advisors LLC 0.00% New 93 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 93 $5K
Turning Point Benefit Group, Inc. 0.00% No change 93 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 92 $5K
Y.D. More Investments Ltd 0.00% No change 90 $5K
Providence Capital Advisors, LLC 0.00% No change 87 $5K
Cheviot Value Management, LLC 0.00% Reduce -59.9% 77 $4K
Reflection Asset Management 0.00% — 78 $4K
Friedenthal Financial 0.00% No change 64 $3K
Beacon Financial Strategies CORP 0.00% New 59 $3K
CoreFirst Bank & Trust 0.00% New 58 $3K
1 North Wealth Services LLC 0.00% No change 58 $3K
Timmons Wealth Management, LLC 0.00% — 57 $3K
Garton & Associates Financial Advisors LLC 0.00% — 55 $3K
Vision Retirement, LLC 0.00% — 54 $3K
Chapman Financial Group, LLC 0.00% No change 50 $3K
Bellevue Asset Management, LLC 0.00% No change 50 $3K
McGuire Capital Advisors Inc. 0.00% — 47 $3K
Hilton Head Capital Partners, LLC 0.00% — 46 $2K
Birchwood Financial Partners, Inc. 0.00% — 44 $2K
Paladin Advisory Group, LLC 0.00% No change 43 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
KERR FINANCIAL PLANNING Corp 0.00% Add +100.0% 36 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% No change 36 $2K
West Branch Capital LLC 0.00% No change 23 $1K
Camelot Portfolios, LLC 0.00% New 22 $1K
Quaker Wealth Management, LLC 0.00% Add +214.3% 22 $1K
SRH Advisors, LLC 0.00% No change 22 $1K
Central Pacific Bank - Trust Division 0.00% No change 22 $1K
Horizon Bancorp Inc. 0.00% No change 27 $1K
Daiwa Securities Group Inc. 0.00% No change 21 $1K
Wolff Wiese Magana LLC 0.00% No change 17 $914
Estate Planners Group, LLC 0.00% — 15 $816
Redmont Wealth Advisors LLC 0.00% No change 15 $806
Essential Investment Partners LLC 0.00% — 15 $806
Game Plan Financial Advisors, LLC 0.00% Add +40.0% 14 $753
Bernard Wealth Management Corp. 0.00% No change 12 $646
Solstein Capital, LLC 0.00% New 11 $606
Acumen Wealth Advisors, LLC 0.00% — 8 $431
Monetary Solutions, Ltd 0.00% — 8 $430
Kingdom Financial Group LLC. 0.00% New 5 $295

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