Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q1 2026 (March 31)
2,555holders +50
148new positions
102sold out
9famous investors
$53.90avg. 13F price*

At the end of Q1 2026, 2,555 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 50 from Q4 2025. 148 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($7.8B), Northwestern Mutual Wealth Management Co. ($4.3B) and Morgan Stanley ($2.9B). 9 famous investors held it, including Ray Dalio (0.7% of Bridgewater Associates's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions148$316.7M
Exits102$787.2M

All 13F filers, Q4 2025 → Q1 2026: 98,045,485 shares bought and 58,889,930 shares sold, net +39,155,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,555 holders

Bank of America Corp. 0.57% Add +23.2% 144,806,250 $7.8B
Northwestern Mutual Wealth Management Co. 2.67% Add +2.5% 80,160,119 $4.3B
Morgan Stanley 0.18% Add +0.2% 54,017,258 $2.9B
Betterment LLC 5.46% Reduce -0.7% 53,371,727 $2.9B
Vanguard Global Advisers, LLC 1.54% — 53,253,654 $2.9B
Northern Trust Corp. 0.36% Add +6.4% 50,333,913 $2.7B
Wealthfront Advisers LLC 5.45% Reduce -3.1% 45,921,666 $2.5B
Wells Fargo & Company 0.46% Reduce -6.7% 42,921,174 $2.3B
Wit, LLC 40.58% Reduce -3.1% 39,788,338 $2.2B
Envestnet Asset Management Inc. 0.57% Add +11.7% 39,564,716 $2.1B
Empower Advisory Group, LLC 4.99% Add +4.3% 35,534,123 $1.9B
Financial Engines Advisors L.L.C. 2.67% Reduce -0.1% 24,347,658 $1.3B
Vanguard Investments Australia, Ltd. 3.48% — 22,308,552 $1.2B
UBS Group AG 0.20% Add +6.7% 21,183,531 $1.1B
Creative Planning 0.67% Reduce -0.9% 18,221,206 $984.9M
Mercer Global Advisors Inc. 1.33% Add +4.8% 16,593,473 $896.9M
LPL Financial LLC 0.23% Reduce -0.8% 16,343,095 $883.3M
WealthNavi Inc. 7.54% Add +1.5% 16,101,944 $870.3M
Goldman Sachs Group Inc. 0.11% Add +4.1% 14,802,697 $800.1M
JPMorgan Chase & Co. 0.05% Add +3.3% 15,019,712 $787.3M
Mariner, LLC 0.88% Add +7.5% 14,027,303 $757.8M
Royal Bank of Canada 0.14% Add +2.6% 13,962,984 $754.7M
Ameriprise Financial Inc. 0.17% Add +33.8% 13,354,926 $721.6M
Wealth Enhancement Advisory Services, LLC 1.52% Reduce -29.6% 12,959,833 $693.1M
Vanguard Capital Management LLC 0.02% — 12,737,296 $688.5M
Bank of New York Mellon Corp 0.11% Add +6.8% 11,488,522 $621.0M
Sei Investments Co. 0.56% Add +0.9% 11,297,600 $610.6M
South Dakota Investment Council 10.97% Reduce -0.8% 10,642,001 $575.2M
PNC Financial Services Group, Inc. 0.33% Add +2.2% 10,454,119 $565.0M
Corient Private Wealth LP 0.65% Reduce -2.1% 8,538,804 $455.3M
Tiaa-Cref Individual & Institutional Services, LLC 1.62% — 7,780,454 $420.5M
EP Wealth Advisors, LLC 2.04% Add +6.8% 7,672,486 $414.7M
Raymond James Financial Inc. 0.12% Add +7.5% 7,474,703 $404.0M
HighTower Advisors, LLC 0.42% Add +14.6% 7,281,199 $393.5M
Baird Financial Group, Inc. 0.59% Add +10.6% 7,028,898 $379.9M
Millburn Ridgefield LLC 8.16% Add +13.0% 7,021,770 $379.5M
Catalyst Capital Advisors LLC 7.07% Add +13.0% 7,021,770 $379.5M
Nicholas Hoffman & Company, LLC. 8.27% Add +0.3% 6,630,184 $358.4M
US Bancorp \de 0.42% Reduce -15.0% 6,366,278 $344.7M
Stifel Financial Corp. 0.31% Add +30.9% 6,181,354 $334.1M
Commonwealth Equity Services, LLC 0.46% Reduce -10.5% 6,093,454 $329.4M
Regions Financial Corp. 2.03% Add +70.4% 5,772,617 $312.0M
Jasper Ridge Partners, L.P. 6.85% Add +0.2% 5,692,120 $307.7M
Wealthspire Advisors, LLC 2.08% Add +4.0% 4,897,422 $264.7M
Cetera Investment Advisers 0.28% Add +0.2% 4,809,582 $260.0M
Jones Financial Companies LLLP 0.12% Add +16.6% 4,846,903 $257.8M
Valmark Advisers, Inc. 2.96% Add +2.3% 4,599,777 $248.6M
Rwa Wealth Partners, LLC 2.67% Add +8.0% 4,518,470 $244.2M
BlackRock, Inc. 0.00% Add +2.2% 4,507,896 $243.7M
Elm Partners Management LLC 10.52% Add +0.1% 4,632,193 $242.8M
Signaturefd, LLC 3.71% Add +3.2% 4,473,008 $241.8M
Cerity Partners LLC 0.32% Add +16.7% 4,201,293 $227.5M
Cliftonlarsonallen Wealth Advisors, LLC 3.27% Add +43.7% 4,125,180 $223.0M
MAI Capital Management 1.16% Add +5.7% 3,781,532 $204.4M
Focus Partners Wealth 0.23% Add +7.1% 3,763,098 $203.5M
Facet Wealth, Inc. 3.50% Add +3.8% 3,735,371 $201.9M
SCS Capital Management LLC 2.06% Add +0.8% 3,601,987 $194.7M
Bridges Investment Management Inc. 2.53% Add +3.5% 3,455,673 $186.8M
Bank of Montreal 0.08% Add +3.7% 3,439,154 $185.9M
Wedmont Private Capital 5.98% Add +8.4% 3,280,863 $185.4M
Bokf, NA 2.80% Add +3.2% 3,385,545 $183.0M
Choreo, LLC 2.15% Add +11.1% 3,243,897 $175.3M
Sand Hill Global Advisors, LLC 5.87% Add +3.0% 3,228,121 $174.5M
Manufacturers Life Insurance Company, The 0.15% Reduce -5.7% 3,184,133 $172.1M
Rockefeller Capital Management L.P. 0.30% Reduce -0.5% 3,134,644 $169.4M
CIBC Bancorp USA Inc. 0.22% — 3,075,741 $165.7M
Nepc LLC 3.25% No change 3,017,415 $163.1M
SBI Okasan Asset Management Co.Ltd. 6.67% Add +83.1% 3,106,050 $162.8M
Fifth Third Bancorp 0.29% Add +67.7% 2,941,703 $159.0M
Cambridge Associates LLC /Ma/ 2.53% Reduce -10.2% 2,932,547 $158.5M
JMG Financial Group, Ltd. 4.36% Add +1.7% 2,930,327 $158.4M
MML Investors Services, LLC 0.44% Reduce -5.3% 2,913,486 $157.5M
Osaic Holdings, Inc. 0.23% Add +5.2% 2,898,438 $156.7M
Ballentine Partners, LLC 2.13% Add +1.3% 2,832,034 $153.1M
Vantagepoint Investment Advisers LLC 1.25% Add +21.3% 2,740,660 $148.1M
BLB&B Advisors, LLC 6.08% Add +3.0% 2,722,137 $147.1M
Bridgewater Associates 0.66% Add +4.5% 2,721,740 $147.1M
Keybank National Association 0.52% Add +3.0% 2,658,888 $143.7M
Sofi Wealth, LLC 6.49% Reduce -2.8% 2,493,581 $134.8M
Badgley Phelps Wealth Managers, LLC 2.68% Add +2.9% 2,485,963 $134.4M
M&T Bank Corp 0.44% Reduce -0.9% 2,480,601 $134.1M
Pure Financial Advisors, LLC 1.87% Add +3.1% 2,391,980 $129.3M
Alliancebernstein L.P. 0.04% Add +10.1% 2,252,669 $121.1M
Apella Capital, LLC 1.72% Add +4.0% 1,959,368 $116.0M
Johnson Financial Group, LLC 7.68% Reduce -3.1% 2,133,041 $115.3M
TD Waterhouse Canada Inc. 0.34% Add +120.3% 2,127,370 $115.0M
Janney Montgomery Scott LLC 0.28% Add +20.0% 2,087,799 $112.8M
Fusion Family Wealth, LLC 8.36% Add +1.1% 2,071,283 $112.0M
Beacon Pointe Advisors, LLC 0.58% Add +79.7% 2,008,031 $108.5M
D.A. Davidson & Co. 0.65% Add +5.4% 1,981,688 $107.1M
CBIZ Investment Advisory Services, LLC 3.90% Reduce -0.2% 1,975,017 $106.7M
Pathstone Holdings, LLC 0.42% Add +2.9% 1,973,093 $106.6M
Steele Capital Management, Inc. 4.30% Add +3.6% 1,918,432 $103.7M
FMR LLC 0.01% Add +5.0% 1,916,890 $103.6M
Evoke Wealth, LLC 1.88% Add +10.8% 1,885,136 $101.9M
Summit Trail Advisors, LLC 1.45% Add +20.3% 1,873,246 $101.2M
Laird Norton Wetherby Trust Company, LLC 2.21% Add +6.7% 1,870,667 $101.1M
Willis Johnson & Associates, Inc. 5.78% Add +2.3% 1,832,154 $99.0M
Citigroup Inc. 0.06% Reduce -9.1% 1,813,734 $98.0M
Truist Financial Corp. 0.13% Add +11.0% 1,796,922 $97.1M
Auto-Owners Insurance Co 2.03% No change 1,794,716 $97.0M
Voya Investment Management LLC 0.12% Add +42.8% 1,779,090 $96.2M
Country Trust Bank 1.82% Reduce -8.8% 1,769,432 $95.6M
Mather Group, Llc. 0.94% Reduce -1.0% 1,750,756 $94.6M
Schroder Investment Management Group 0.07% Reduce -54.9% 1,730,259 $90.7M
Kestra Investment Management, LLC 1.56% Add +24411.3% 1,668,727 $90.2M
Peapack Gladstone Financial Corp. 1.15% Add +4.2% 1,661,215 $89.8M
Modera Wealth Management, LLC 1.06% Reduce -3.3% 1,632,519 $88.2M
Freestone Capital Holdings, LLC 2.66% Add +20.1% 1,612,987 $87.2M
Cresset Asset Management, LLC 0.37% Add +9.2% 1,591,587 $86.0M
Bessemer Group Inc. 0.13% Add +1.0% 1,584,300 $85.6M
Rakuten Investment Management, Inc. 0.17% Add +100.0% 1,537,256 $82.9M
Hirtle & Co., LLC 3.17% Reduce -1.1% 1,503,025 $81.2M
Farmers & Merchants Investments Inc. 2.13% Reduce -0.5% 1,426,926 $77.1M
Ally Invest Advisors Inc. 5.16% Add +1.5% 1,417,537 $76.6M
Westerkirk Capital Inc. 8.15% Reduce -2.7% 1,401,133 $75.7M
Brown Advisory Inc. 0.12% Reduce -4.1% 1,397,623 $75.5M
Composition Wealth, LLC 1.02% Add +39.3% 1,369,577 $74.0M
Empowered Funds, LLC 0.46% New 1,324,650 $71.6M
Karpus Management, Inc. 2.23% Add +2.1% 1,321,574 $71.4M
Captrust Financial Advisors 0.12% Add +2.0% 1,304,499 $70.5M
Aptus Capital Advisors, LLC 0.57% Reduce -5.5% 1,251,138 $67.6M
Sage Financial Group Inc. 4.38% Add +54.0% 1,244,435 $67.3M
NewEdge Advisors, LLC 0.24% Reduce -2.4% 1,214,872 $65.7M
Osborne Partners Capital Management, LLC 3.41% Add +0.5% 1,192,716 $64.5M
Parkwood LLC 5.71% No change 1,190,229 $64.3M
Nuveen, LLC 0.02% Add +19.7% 1,189,959 $64.3M
Whittier Trust Co. 0.72% Add +7.2% 1,177,251 $63.6M
GenTrust, LLC 2.70% Add +4.5% 1,165,645 $63.0M
Whittier Trust Co. of Nevada Inc. 1.29% Add +3.8% 1,161,279 $62.7M
Invictus Private Wealth, LLC 3.85% Add +5.3% 1,152,899 $62.3M
Commerce Bank 0.30% Add +4.7% 1,145,122 $61.9M
Analyst IMS Investment Management Services Ltd. 1.87% Add +0.0% 1,139,488 $61.6M
Earned Wealth Advisors, LLC 4.09% Add +9.2% 1,131,971 $61.2M
Hills Bank & Trust Co 2.94% Add +3.8% 1,124,915 $60.8M
Orion Porfolio Solutions, LLC 0.51% Reduce -2.3% 1,111,830 $60.1M
Strid Group, LLC 7.38% Add +2.0% 1,101,253 $59.5M
Assetmark, Inc. 0.12% Add +3.9% 1,085,404 $58.7M
West Virginia University Foundation, Inc 3.57% New 1,084,730 $58.6M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -20.6% 1,075,967 $58.2M
&partners 0.29% Add +9.3% 1,066,070 $57.7M
Clark Asset Management, LLC 5.35% Add +10.0% 1,053,450 $56.9M
PDS Planning, Inc 3.73% Add +0.6% 1,047,390 $56.6M
Smartleaf Asset Management LLC 2.04% Add +18.1% 1,077,278 $56.5M
Envestnet Portfolio Solutions, Inc. 0.31% Reduce -80.4% 1,033,930 $55.9M
Smithfield Trust Co 2.42% Add +2.2% 1,027,520 $55.5M
Acropolis Investment Management, LLC 2.43% Add +0.4% 1,019,138 $55.1M
Klingman & Associates, LLC 2.63% Add +0.9% 1,004,376 $54.3M
Integrated Wealth Concepts LLC 0.42% Add +26.6% 985,324 $53.3M
First Financial Bankshares Inc 1.04% Add +0.4% 949,065 $51.3M
Concurrent Investment Advisors, LLC 0.56% Add +6.5% 945,800 $51.1M
Vontobel Holding Ltd. 0.18% Reduce -9.6% 944,160 $51.0M
Chandler Asset Management, Inc. 7.61% Add +118.3% 928,122 $50.2M
Patriot Investment Management Group, Inc. 3.19% Add +0.6% 924,655 $50.0M
TD Asset Management Inc 0.04% Add +40.9% 923,751 $49.9M
Allworth Financial LP 0.20% Reduce -0.4% 919,257 $49.7M
Waverly Advisors, LLC 0.35% Reduce -0.8% 866,151 $46.8M
Victory Capital Management Inc. 0.03% Reduce -24.6% 859,343 $46.4M
Tidal Investments LLC 0.14% Add +1.5% 856,463 $46.3M
Banco Santander, S.A. 0.37% Add +14.7% 847,798 $45.8M
Blair William & Co. 0.13% Add +33.8% 842,185 $45.5M
Kestra Advisory Services, LLC 0.17% Add +4.3% 839,700 $45.4M
Moneta Group Investment Advisors LLC 0.34% Add +2.9% 826,843 $44.7M
Capital Advisors Inc. 0.72% Reduce -21.0% 823,184 $44.5M
Sigma Investment Counselors Inc. 2.35% Add +1.6% 822,212 $44.4M
Vanguard Advisers Inc. 0.17% — 814,497 $44.0M
Allen Investment Management, LLC 0.52% Add +3502.7% 784,669 $42.4M
EverSource Wealth Advisors, LLC 1.29% Add +83.9% 780,631 $42.2M
Capital Asset Advisory Services LLC 1.59% Reduce -3.7% 703,555 $41.4M
DAVENPORT & Co LLC 0.23% Add +14.4% 765,278 $41.4M
Private Advisor Group, LLC 0.19% Add +5.2% 762,658 $41.2M
Diversify Wealth Management, LLC 0.73% Add +64.2% 701,330 $40.7M
Matrix Trust Co 6.76% Reduce -0.3% 753,184 $40.7M
Compound Planning, Inc. 1.24% Reduce -10.7% 743,008 $40.2M
Cullen/Frost Bankers, Inc. 0.45% Add +1.9% 725,988 $39.2M
Presilium Private Wealth, LLC 6.76% Add +5.6% 709,153 $38.3M
Equitable Holdings, Inc. 0.24% Add +28.5% 1,271,653 $38.0M
Sumitomo Life Insurance Co. 0.87% Reduce -65.7% 688,144 $37.2M
Brandywine Oak Private Wealth LLC 3.12% Add +0.3% 686,832 $37.1M
Bank of Hawaii 1.94% Reduce -6.9% 683,766 $37.0M
Old National Bancorp 0.61% Add +18.4% 673,377 $36.4M
Trustmark Bank Trust Department 2.34% Add +21.7% 672,138 $36.3M
Farther Finance Advisors, LLC 0.34% Add +29.6% 669,207 $36.3M
Baker Avenue Asset Management, LP 0.82% Add +0.4% 663,011 $35.8M
Simon Quick Advisors, LLC 1.63% Add +7.2% 658,567 $35.6M
Sepio Capital, LP 1.93% Add +1.4% 657,435 $35.5M
AlphaCore Capital LLC 0.84% Reduce -6.2% 655,773 $35.4M
Rebalance, LLC 2.06% Reduce -0.9% 655,215 $35.4M
Coldstream Capital Management Inc. 0.44% Add +5.1% 653,782 $35.3M
Valeo Financial Advisors, LLC 0.83% Reduce -1.1% 644,421 $34.8M
Vise Technologies, Inc. 0.68% No change 647,307 $34.8M
Steward Partners Investment Advisory, LLC 0.18% Add +7.8% 641,165 $34.7M
Vision Capital Management, Inc. 4.37% Add +3.9% 640,590 $34.6M
Apriem Advisors 3.29% Add +73.3% 637,358 $34.4M
Lido Advisors, LLC 0.13% Reduce -20.0% 612,414 $33.1M
Hudock, Inc. 4.79% Reduce -0.0% 602,595 $32.6M
Mutual Advisors, LLC 0.70% Add +6.0% 601,281 $32.5M
FSM Wealth Advisors, LLC 4.16% Add +15.2% 599,263 $32.4M
Keewaydin Investments LLC 10.18% Reduce -11.7% 597,222 $32.3M
Center for Financial Planning, Inc. 3.26% Add +0.7% 578,050 $31.2M
WoodTrust Financial Corp 4.02% Reduce -7.7% 575,857 $31.1M
Staley Capital Advisers Inc. 1.32% Reduce -5.1% 575,340 $31.1M
Focused Wealth Management, Inc 3.24% Add +2.4% 573,138 $31.0M
Alps Advisors Inc. 0.14% Reduce -12.7% 567,691 $30.7M
TSG Advice Partners, LLC 4.55% New 562,182 $30.4M
CreativeOne Wealth, LLC 0.70% Add +0.3% 561,579 $30.4M
Moody National Bank Trust Division 2.87% Add +31.6% 557,875 $30.2M
Proffitt & Goodson Inc. 4.64% Add +0.5% 554,763 $30.0M
Kathmere Capital Management, LLC 1.82% Add +3.1% 544,211 $29.4M
Tanager Wealth Management LLP 2.82% Add +4.6% 538,845 $29.1M
Arax Advisory Partners 0.82% Reduce -4.2% 536,562 $29.0M
Zuckerman Investment Group, LLC 2.72% Add +3.1% 533,970 $28.9M
Pinnacle Financial Partners, Inc. 0.22% Add +5.6% 533,020 $28.8M
Dupont Capital Management Corp. 3.28% No change 532,422 $28.8M
Ellenbecker Investment Group 3.88% Add +6.8% 531,819 $28.7M
Efficient Advisors, LLC 2.03% Reduce -14.1% 528,677 $28.6M
Mutual of America Capital Management LLC 0.32% Reduce -1.7% 525,964 $28.4M
Garde Capital, Inc. 1.70% Add +1.3% 524,563 $28.4M
UMB Bank, n.a. 0.40% Reduce -0.7% 524,222 $28.3M
Financial Advisors Network, Inc. 3.89% Reduce -3.5% 521,152 $28.2M
Caprock Group, LLC 0.68% Reduce -15.1% 516,261 $27.9M
PACK Private Wealth, LLC 12.58% Add +0.2% 506,746 $27.4M
Manning & Napier Advisors LLC 0.38% Add +10.0% 504,599 $27.3M
GLOBALT Investments LLC / GA 0.97% Add +4.3% 503,040 $27.2M
Kwmg, LLC 2.27% Add +2.7% 501,944 $27.1M
Hanson & Doremus Investment Management 3.10% Add +3.8% 498,618 $26.9M
Arbor Investment Advisors, LLC 3.49% Reduce -1.0% 496,677 $26.8M
Brookstone Capital Management 0.31% Add +1.2% 496,122 $26.8M
Thrivent Financial for Lutherans 0.05% Reduce -53.2% 496,591 $26.8M
Jordan Park Group LLC 1.42% Reduce -7.4% 494,699 $26.7M
Atria Investments, Inc 0.30% Reduce -19.2% 492,893 $26.6M
Vident Advisory, LLC 0.23% Add +170.7% 492,036 $26.6M
OpenArc Corporate Advisory, LLC 0.38% Add +165.1% 488,946 $26.4M
Procyon Advisors, LLC 1.27% Add +13.2% 477,633 $25.8M
Bluespring Wealth Management, LLC 2.20% Reduce -1.2% 471,655 $25.5M
GFS Advisors, LLC 1.63% Reduce -6.4% 463,176 $25.2M
Savant Capital, LLC 0.12% Reduce -7.9% 460,249 $24.9M
Legacy Private Trust Co. 1.54% Add +3.1% 459,611 $24.8M
AQR Capital Management 0.01% Add +24.2% 458,799 $24.8M
National Bank of Canada 0.03% Reduce -77.3% 458,209 $24.8M
Colony Family Offices, LLC 6.09% Add +0.9% 457,203 $24.7M
NewEdge Wealth, LLC 0.29% Reduce -3.5% 456,923 $24.7M
Alesco Advisors, LLC, An ESL Co 0.63% Reduce -5.3% 455,324 $24.6M
Strategic Investment Advisors / MI 1.69% Add +6.9% 452,200 $24.4M
Greenline Partners, LLC 2.60% Add +0.0% 447,428 $24.2M
Stephens Greth Foundation 7.54% Add +384.0% 446,625 $24.1M
Silvercrest Asset Management Group LLC 0.17% Add +3.2% 441,150 $23.8M
Van Cleef Asset Management,Inc 2.55% Reduce -0.3% 438,544 $23.7M
Sanctuary Advisors, LLC 0.13% Add +7.2% 437,965 $23.7M
NorthRock Partners, LLC 0.38% Reduce -2.3% 435,614 $23.5M
Peak Retirement Planning, Inc. 4.67% Add +20.2% 433,645 $23.4M
TLT Family Holdco ULC 3.23% No change 433,150 $23.4M
First Bank & Trust 3.75% Add +3.3% 430,864 $23.3M
Portland Global Advisors LLC 2.47% Reduce -0.2% 428,878 $23.2M
Summit Financial, LLC 0.29% Add +11.9% 422,809 $22.9M
AdvisorNet Financial, Inc 1.18% Add +4.3% 421,090 $22.8M
Natixis Advisors, LLC 0.03% Add +9.1% 417,140 $22.5M
Payne Capital Management, LLC 6.79% Add +3.3% 415,003 $22.4M
Arvest Bank Trust Division 1.21% Reduce -0.2% 412,869 $22.3M
Franklin Resources Inc. 0.01% Reduce -0.5% 412,065 $22.3M
Deutsche Bank AG 0.01% Reduce -4.0% 408,203 $22.1M
Wharton Business Group, LLC 0.81% Reduce -0.3% 396,930 $21.4M
Bangor Savings Bank 1.71% Add +19.8% 394,721 $21.3M
Tobias Financial Advisors, Inc. 2.97% Reduce -1.1% 394,503 $21.3M
Boston Standard Wealth Management, LLC 3.44% Reduce -1.8% 387,370 $21.0M
Marble Harbor Investment Counsel, LLC 2.28% Add +0.2% 388,511 $21.0M
Nisa Investment Advisors, LLC 0.08% No change 387,500 $20.9M
Capital Investment Advisors, LLC 0.31% Reduce -3.8% 386,032 $20.9M
Prudent Investors Network, Inc. 4.54% Add +169.5% 385,936 $20.9M
Checchi Capital Advisers, LLC 1.43% Reduce -15.8% 385,513 $20.8M
Riversedge Advisors, LLC 3.34% Reduce -22.7% 381,766 $20.6M
Arvest Investments, Inc. 2.81% Add +1.5% 380,896 $20.6M
Kestra Private Wealth Services, LLC 0.25% Add +11.2% 380,678 $20.6M
MinichMacGregor Wealth Management, LLC 3.63% Add +6.9% 380,507 $20.6M
Wilmington Savings Fund Society, FSB 0.48% Add +2.5% 374,155 $20.2M
Focus Partners Advisor Solutions, LLC 0.20% Add +11.3% 373,763 $20.2M
Midwest Trust Co 0.25% Add +5.4% 371,857 $20.1M
Fiduciary Trust Co 0.24% Add +3.5% 370,557 $20.0M
Citizens Financial Group Inc. 0.28% Reduce -0.2% 370,509 $20.0M
Allianz SE 0.22% Add +6.4% 370,197 $20.0M
Patton Fund Management, Inc. 3.38% Add +0.3% 367,795 $19.9M
BTC Capital Management, Inc. 1.33% Reduce -0.5% 363,260 $19.6M
Whitcomb & Hess, Inc. 4.57% Add +1.4% 362,302 $19.6M
Mackenzie Financial Corp. 0.02% Add +8.3% 362,157 $19.6M
SilverOak Wealth Management LLC 3.08% Add +4.0% 360,108 $19.5M
GP Brinson Investments LLC 8.82% No change 359,652 $19.4M
Idaho Trust Co 6.30% Add +16.1% 358,499 $19.4M
Ellevest, Inc. 2.69% Add +0.7% 357,688 $19.3M
Bear Mountain Capital, Inc. 5.79% Add +3.3% 326,655 $19.2M
Kohmann Bosshard Financial Services, LLC 1.87% Add +5.7% 355,213 $19.2M
Praetorian Wealth Management, Inc. 3.63% Add +1.8% 337,677 $19.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.08% Add +9.1% 351,544 $19.0M
Mission Wealth Management, LP 0.40% Reduce -1.4% 351,444 $19.0M
WealthBridge Investment Counsel Inc. 5.79% Add +1.4% 351,070 $19.0M
Aspen Wealth Management LLC 3.77% Reduce -0.7% 350,050 $18.9M
Brooklyn FI, LLC 3.97% Add +3.2% 349,752 $18.9M
Signal Advisors Wealth, LLC 1.30% Add +13.1% 349,183 $18.9M
DORVAL Corp 5.86% Add +26.0% 349,146 $18.9M
Exencial Wealth Advisors, LLC 0.59% Add +0.0% 348,322 $18.8M
Quantinno Capital Management LP 0.03% Add +26.0% 347,416 $18.8M
Tiaa Trust, National Association 1.13% Reduce -95.9% 344,754 $18.6M
Harbour Investments, Inc. 0.29% Add +12.7% 342,692 $18.5M
Avior Wealth Management, LLC 0.52% Reduce -1.2% 340,249 $18.4M
Human Investing LLC 2.67% Reduce -6.2% 339,382 $18.3M
Foster Group, Inc. 0.54% Add +17.8% 337,847 $18.3M
Parallel Advisors, LLC 0.33% Add +10.1% 337,357 $18.2M
Asset Management One Co., Ltd. 0.05% Reduce -2.4% 334,664 $18.1M
Marotta Asset Management 3.28% Reduce -1.4% 328,894 $17.8M
Cantor Fitzgerald Investment Advisors L.P. 1.31% Reduce -4.9% 329,344 $17.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +7.7% 326,501 $17.6M
Agf Management Ltd. 0.08% Add +23.9% 326,419 $17.6M
Focus Financial Network, Inc. 0.63% Add +1.6% 323,729 $17.5M
Parker Financial LLC 6.98% Reduce -0.6% 324,182 $17.5M
Cibc World Market Inc. 0.03% Add +0.5% 322,806 $17.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +24.0% 321,331 $17.4M
Vestmark Advisory Solutions, Inc. 0.19% Add +4524.3% 320,697 $17.3M
Koss-Olinger Consulting, LLC 1.45% Reduce -37.1% 319,374 $17.3M
Permanent Capital Management, LP 2.68% Reduce -0.0% 292,320 $17.2M
Tocqueville Asset Management L.P. 0.25% Reduce -20.8% 316,680 $17.1M
Martin & Co. Inc. 2.90% Add +2.0% 315,648 $17.1M
Blankinship & Foster, LLC 3.76% Add +2.0% 315,032 $17.0M
Bailard, Inc. 0.39% Add +3.7% 315,006 $17.0M
Cordant, Inc. 6.84% Add +4.3% 311,992 $16.9M
Stash Investments, LLC 6.51% Add +2.4% 310,428 $16.8M
BIP Wealth, LLC 0.68% Reduce -38.1% 310,361 $16.8M
Petredis Investment Advisors LLC 1.37% Add +1.3% 309,923 $16.8M
Robinswood Financial LLC 5.26% Add +2.9% 309,466 $16.7M
Beacon Investment Advisory Services, Inc. 0.70% Add +33.5% 309,407 $16.7M
Shrier Wealth Management, LLC 6.14% Add +5.8% 307,334 $16.6M
Oppenheimer & Co. Inc. 0.20% Add +24.4% 306,744 $16.6M
Partners in Financial Planning 2.74% Reduce -0.5% 305,861 $16.5M
Larson Financial Group LLC 0.53% Reduce -14.7% 305,366 $16.5M
Nations Financial Group Inc, /Ia/ 0.85% Add +3.1% 304,088 $16.4M
JNBA Financial Advisors 1.37% Add +0.4% 303,865 $16.4M
Venturi Wealth Management, LLC 0.74% Reduce -3.8% 302,611 $16.4M
Cwm, LLC 0.04% Add +3.6% 302,080 $16.3M
GW&K Investment Management, LLC 0.14% Add +9.3% 301,777 $16.3M
MassMutual Private Wealth & Trust, FSB 0.44% Reduce -1.4% 301,025 $16.3M
Meridian Management Co. 4.04% Add +8.4% 300,654 $16.3M
Retirement Financial Solutions, LLC 4.64% Add +2.5% 300,115 $16.2M
Global Endowment Management, LP 1.80% No change 298,000 $16.1M
Rochester Wealth Strategies, LLC 9.73% Add +1.3% 297,031 $16.1M
Beacon Financial Group 1.59% Reduce -22.8% 295,599 $16.0M
Crestmont Private Wealth LLC 5.03% Add +2.3% 295,395 $16.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Reduce -0.1% 292,524 $15.8M
Gotham Asset Management 0.05% Add +17.4% 289,942 $15.7M
Gleason Group, Inc. 1.54% Add +6.3% 288,377 $15.6M
Lodestar Private Asset Management LLC 1.52% Add +16.9% 284,973 $15.4M
New Vernon Capital Holdings II LLC 11.34% No change 284,473 $15.4M
Fairview Capital Investment Management, LLC 0.83% Reduce -3.7% 284,193 $15.4M
Union Bancaire Privee, UBP SA 0.22% Add +50.7% 294,747 $15.4M
Stonehearth Capital Management, LLC 6.08% Reduce -0.7% 283,862 $15.3M
WestHill Financial Advisors, Inc. 2.92% Add +1.3% 282,811 $15.3M
JFS Wealth Advisors, LLC 0.85% Add +5.5% 281,455 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +347.3% 280,958 $15.2M
Penserra Capital Management LLC 0.18% Reduce -2.9% 280,037 $15.1M
Okabena Investment Services Inc. 2.91% Add +4.6% 279,045 $15.1M
Meeder Advisory Services, Inc. 0.63% Reduce -5.1% 276,448 $14.9M
Associated Banc-Corp 0.39% Add +11.5% 275,662 $14.9M
Tectonic Advisors LLC 0.78% Add +1.2% 271,580 $14.7M
Conrad Siegel Investment Advisors, Inc. 2.64% Add +5.9% 271,026 $14.6M
Silver Coast Investments LLC 4.61% Reduce -22.9% 267,394 $14.5M
Evolution Advisers, Inc. 6.08% Add +1.1% 266,969 $14.4M
TrueWealth Financial Partners 5.73% New 265,886 $14.4M
Wealthspire Retirement, LLC 0.86% Add +9.2% 265,869 $14.4M
Sequoia Financial Advisors, LLC 0.08% Reduce -0.4% 265,797 $14.4M
Moller Wealth Partners 2.83% Add +4.9% 265,318 $14.3M
Schwerin Boyle Capital Management Inc. 1.82% Reduce -10.5% 264,964 $14.3M
Savvy Advisors, Inc. 0.38% Reduce -2.1% 264,541 $14.3M
Leavell Investment Management, Inc. 0.59% Add +7.4% 264,378 $14.3M
RTD Financial Advisors, Inc. 1.75% Reduce -3.8% 263,559 $14.2M
Aperture Investors, LLC 1.80% No change 263,332 $14.2M
Raelipskie Partnership 6.02% Reduce -0.5% 262,959 $14.2M
Ferguson Wellman Capital Management, Inc. 0.19% New 262,639 $14.2M
Stratos Wealth Partners, LTD. 0.16% Add +1.6% 260,037 $14.1M
Brindle & Bay Financial Advisors, LLC 8.58% Add +11.3% 258,752 $14.0M
United Capital Financial Advisors, LLC 0.09% Add +1.1% 258,494 $14.0M
Keener Financial Planning LLC 5.87% Add +7.3% 258,279 $14.0M
Arcataur Capital Management LLC 3.88% Add +4.1% 258,183 $14.0M
Ameritas Investment Partners, Inc. 0.43% Add +13.2% 256,901 $13.9M
Twele Capital Management, Inc. 2.47% Reduce -3.0% 256,815 $13.9M
SigFig Wealth Management, LLC 0.41% Reduce -4.6% 256,383 $13.9M
Principal Securities, Inc. 0.20% Add +3.2% 256,189 $13.8M
Sarasin & Partners LLP 0.17% Add +10.6% 254,012 $13.7M
Dynamic Advisor Solutions LLC 0.43% Add +3.8% 253,539 $13.7M
Drive Wealth Management, LLC 2.88% Add +1.9% 252,431 $13.6M
Advisory Services Network, LLC 0.18% Add +5.2% 252,200 $13.6M
Prime Buchholz LLC 7.12% Reduce -2.2% 252,184 $13.6M
Midwest Financial Partners Investments, Inc. 7.20% Add +7.3% 251,169 $13.6M
Frontier Asset Management, LLC 2.84% Add +7.0% 250,935 $13.6M
Windward Private Wealth Management Inc. 4.67% Add +0.9% 249,993 $13.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.71% No change 249,748 $13.5M
Wrenne Financial Planning LLC 5.28% Add +4.2% 249,186 $13.5M
SBI Securities Co., Ltd. 0.37% Add +3.4% 249,060 $13.5M
Signature Estate & Investment Advisors LLC 0.27% Reduce -1.0% 247,580 $13.4M
Raffa Wealth Management, LLC 2.05% Reduce -1.8% 243,824 $13.2M
Independent Advisor Alliance 0.14% Add +594.0% 241,259 $13.0M
Arcadia Wealth Management, LLC 4.72% Reduce -3.6% 241,190 $13.0M
Mittelman Wealth Management 8.12% Add +6.7% 240,969 $13.0M
Wesbanco Bank Inc. 0.36% Add +21.9% 240,365 $13.0M
Creative Financial Designs Inc. 0.79% Add +3.7% 239,893 $13.0M
Bar Harbor Wealth Management 0.76% Add +8.2% 239,666 $13.0M
Harbor Advisory Corp. 3.89% Add +2.5% 239,540 $12.9M
Twin Focus Capital Partners, LLC 1.49% Add +17.7% 239,369 $12.9M
Magnus Financial Group LLC 1.05% Add +6.4% 237,926 $12.9M
Bishop & Co Investment Management, LLC 4.38% Add +19.8% 236,288 $12.8M
Regal Investment Advisors LLC 0.74% Reduce -2.4% 236,054 $12.8M
Mesirow Financial Investment Management, Inc. 0.21% Add +21.7% 234,308 $12.7M
Pine Ridge Advisers LLC 0.90% No change 234,077 $12.7M
Sovereign Financial Group, Inc. 2.20% Add +8.8% 234,069 $12.7M
VestGen Advisors, LLC 0.35% Reduce -1.7% 211,215 $12.5M
Penobscot Wealth Management 3.71% Add +7.7% 232,078 $12.5M
CENTRAL TRUST Co 0.25% Add +37.2% 231,861 $12.5M
Kendall Capital Management 2.56% Add +6.3% 231,540 $12.5M
LCW Services, LLC 6.21% Add +1.0% 231,362 $12.5M
Park Avenue Securities LLC 0.10% Add +9.8% 229,370 $12.4M
Custos Family Office, LLC 8.56% Reduce -0.3% 228,560 $12.4M
Zhang Financial LLC 0.43% Add +0.1% 228,258 $12.3M
Bleakley Financial Group, LLC 0.19% Add +272.7% 227,929 $12.3M
Howe & Rusling Inc. 0.80% Add +16.0% 227,508 $12.3M
IFG Advisors, LLC 2.01% Add +2.1% 227,449 $12.3M
Anderson Hoagland & Co. 1.06% Add +13.2% 227,141 $12.3M
Simmons Bank 0.82% Add +2.2% 226,910 $12.3M
RPTC Inc. 2.15% No change 226,667 $12.3M
Kings Path Partners LLC 4.20% Reduce -0.9% 226,114 $12.2M
Kopp Family Office, LLC 8.41% Reduce -31.1% 226,058 $12.2M
Menora Mivtachim Holdings LTD. 0.06% Reduce -3.4% 226,000 $12.2M
FF Advisors,LLC 4.92% Add +5.3% 209,457 $12.1M
Financial Life Advisors 3.76% Add +9.3% 223,411 $12.1M
Callan Family Office, LLC 0.27% Reduce -2.2% 223,227 $12.1M
Barry Investment Advisors, LLC 2.66% Add +6.6% 223,185 $12.1M
Argent Trust Co 0.41% Add +167.8% 222,493 $12.0M
Coastline Trust Co 1.19% Add +37.2% 221,590 $12.0M
Merit Financial Group, LLC 0.09% Reduce -0.9% 221,005 $11.9M
Segall Bryant & Hamill, LLC 0.17% No change 220,793 $11.9M
Thrive Capital Management, LLC 2.61% Reduce -7.9% 220,091 $11.9M
Everhart Financial Group, Inc. 1.01% Reduce -5.5% 218,728 $11.8M
Blue Edge Capital, LLC 1.57% Reduce -18.9% 218,176 $11.8M
Old Mission Investment Co LLC 2.75% Add +1.9% 217,712 $11.8M
Northeast Financial Group, Inc. 3.13% Reduce -9.5% 217,180 $11.7M
Arkadios Wealth Advisors 0.19% Reduce -4.4% 217,066 $11.7M
180 Wealth Advisors, LLC 1.33% Add +6.0% 216,027 $11.7M
Cairn Investment Group, Inc. 5.78% Reduce -1.9% 215,017 $11.6M
Park Place Capital Corp 2.32% Add +7.3% 214,478 $11.6M
Hurlow Wealth Management Group, Inc. 2.75% Reduce -0.6% 214,001 $11.6M
O'shaughnessy Asset Management, LLC 0.06% Add +24.2% 213,796 $11.6M
Basecamp Wealth Advisors LLC 2.38% Add +17.9% 213,221 $11.5M
Affiance Financial, LLC 1.86% Reduce -0.4% 212,527 $11.5M
Watershed Private Wealth LLC 3.58% Reduce -3.2% 212,245 $11.5M
Mgo One Seven LLC 0.23% Reduce -11.6% 212,048 $11.5M
REAP Financial Group, LLC 2.26% Add +3.3% 212,020 $11.5M
Tarbox Family Office, Inc. 1.85% Reduce -1.4% 210,739 $11.4M
Rathbones Group PLC 0.05% Add +19.4% 210,643 $11.4M
Serenity Investment Advisors 5.30% Add +15.4% 192,081 $11.3M
Range Advisory, LLC 2.10% Add +13.9% 209,546 $11.3M
Money Concepts Capital Corp. 0.62% Add +3.8% 209,059 $11.3M
Define Financial, LLC 6.13% Add +2.3% 208,901 $11.3M
Three Bridge Wealth Advisors, LLC 3.10% Add +3.9% 208,855 $11.3M
Evercore Wealth Management, LLC 0.18% Add +46.9% 208,764 $11.3M
Cliffwater LLC 2.98% No change 208,320 $11.3M
Atlantic Union Bankshares Corp 0.22% Add +0.6% 207,742 $11.2M
Titan Global Capital Management USA LLC 1.67% Add +13.0% 207,709 $11.2M
Avantax Planning Partners, Inc. 0.31% Reduce -4.9% 206,723 $11.2M
Roble, Belko & Company, Inc 1.41% Reduce -3.7% 205,744 $11.1M
Vanguard National Trust Co 0.70% — 204,597 $11.1M
Cardiff Park Advisors, LLC 0.88% Add +24.2% 203,967 $11.0M
Geneos Wealth Management Inc. 0.26% Add +22.4% 203,555 $11.0M
Northeast Investment Management 0.45% Add +8.2% 203,117 $11.0M
Russell Investments Group, Ltd. 0.01% Add +1.9% 202,437 $10.9M
Bartlett & Co. Wealth Management LLC 0.14% Add +13.4% 185,289 $10.9M
Mosaic Family Wealth Partners, LLC 1.11% Reduce -2.1% 200,729 $10.8M
Waterford Advisors, LLC 3.44% Add +1.9% 206,964 $10.8M
CFS Investment Advisory Services, LLC 0.75% Add +18.9% 183,279 $10.8M
BTG Pactual Asset Management US LLC 1.07% Add +11.8% 199,778 $10.8M
Standard Family Office LLC 11.16% Add +9.9% 199,747 $10.8M
Roberts Wealth Advisors, LLC 2.74% Add +11.1% 199,696 $10.8M
American Trust 0.95% Add +0.5% 199,302 $10.8M
Sterling Wealth Management, Inc. 2.95% Reduce -0.4% 198,889 $10.7M
Soltis Investment Advisors LLC 0.69% Add +9.6% 197,406 $10.7M
Polianta Ltd 1.42% New 197,300 $10.7M
Nelson Capital Management, LLC 1.30% Add +25.2% 197,132 $10.7M
Private Client Services, LLC 3.16% Add +3.0% 195,338 $10.6M
St. Louis Trust Co 1.23% Reduce -1.4% 195,009 $10.5M
Tamar Securities, LLC 1.13% Add +7.9% 194,578 $10.5M
Obsido Oy 6.35% Add +8.0% 194,118 $10.5M
Fifth Third Wealth Advisors LLC 0.35% Reduce -5.1% 193,986 $10.5M
Grove Bank & Trust 1.18% Add +4.3% 193,659 $10.5M
Parr McKnight Wealth Management Group, LLC 1.36% Add +0.9% 192,044 $10.4M
MainStreet Investment Advisors LLC 1.56% Reduce -1.7% 191,872 $10.4M
Arrowroot Family Office, LLC 3.43% Add +35.7% 191,869 $10.4M
Cerity Partners Retirement Plan Advisors LLC 5.29% — 197,005 $10.3M
CoreCap Advisors, LLC 0.35% Add +4.7% 191,418 $10.3M
Fort Point Capital Partners LLC 1.35% Reduce -1.8% 190,807 $10.3M
Cypress Financial Planning LLC 2.87% Add +1.6% 190,806 $10.3M
First Manhattan Co. Llc. 0.03% Add +1.6% 190,758 $10.3M
Clearstead Advisors, LLC 0.09% Add +85.4% 189,226 $10.2M
VCI Wealth Management LLC 2.83% Add +67.1% 188,570 $10.2M
Regimen Wealth, LLC 2.95% Reduce -8.5% 187,091 $10.1M
Charles Schwab Trust Co 0.65% Add +2.9% 186,864 $10.1M
Smith, Moore & Co. 0.73% Add +1.4% 186,292 $10.1M
Cambridge Advisors Inc. 1.95% Reduce -2.3% 185,917 $10.0M
Beacon Advisors Holdings, LLC 5.37% Reduce -1.4% 185,885 $10.0M
Tortoise Investment Management, LLC 0.83% Add +2.4% 185,778 $10.0M
Sage Rhino Capital LLC 1.88% Add +5.4% 185,696 $10.0M
Cranbrook Wealth Management, LLC 2.04% Reduce -1.7% 185,172 $10.0M
Freedom Financial Partners LLC 3.56% Add +3.4% 185,163 $10.0M
Newton One Investments LLC 2.69% Reduce -5.8% 183,337 $9.9M
Cordoba Advisory Partners LLC 2.73% Reduce -19.1% 182,992 $9.9M
Benjamin Edwards Inc. 0.10% Reduce -1.7% 182,843 $9.9M
Finhabits Advisors LLC 9.03% Add +2.9% 180,983 $9.8M
Summit Global Investments 0.58% Add +2126.6% 180,778 $9.8M
Forefront Analytics, LLC 8.86% Reduce -0.5% 180,162 $9.7M
Smith & Howard Wealth Management, LLC 2.10% Add +2.9% 180,241 $9.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -2.8% 178,843 $9.7M
Sierra Capital LLC 1.04% Add +15.9% 176,780 $9.6M
Ancora Advisors LLC 0.20% Add +3.2% 176,352 $9.5M
Echo45 Advisors LLC 5.27% Add +0.1% 173,422 $9.4M
Forvis Mazars Wealth Advisors, LLC 0.18% Add +0.3% 173,062 $9.4M
Tribridge Partners Financial LLC 3.87% Add +3.4% 173,785 $9.4M
Legacies Wealth LLC 5.93% Add +41.0% 172,957 $9.3M
Waterloo Capital, L.P. 0.65% Reduce -1.1% 172,320 $9.3M
BlueSky Wealth Advisors, LLC 1.19% Reduce -3.5% 171,405 $9.3M
Claro Advisors Inc. 1.12% New 171,362 $9.3M
Steelhead Wealth Management LLC 4.69% — 171,194 $9.3M
Ashton Thomas Private Wealth, LLC 0.22% Add +1.5% 170,674 $9.2M
Rock Creek Group LLC 0.93% Add +311.1% 149,404 $9.2M
Canada Post Corp Registered Pension Plan 0.37% No change 170,000 $9.2M
Stephens Inc. 0.11% Reduce -1.4% 169,804 $9.2M
Atmos Advisory, LLC 5.19% Reduce -6.0% 169,043 $9.1M
Brown Wealth Management, LLC 2.34% Add +43.3% 168,380 $9.1M
Advocate Group LLC 1.42% Add +6.5% 168,220 $9.1M
PFW Advisors LLC 2.86% Add +0.0% 168,028 $9.1M
Myecfo, LLC 3.80% Add +13.0% 167,815 $9.1M
Battery Global Advisors, LLC 4.86% Add +3583.3% 167,405 $9.0M
Integrated Advisors Network LLC 0.47% Reduce -8.5% 167,152 $9.0M
XY Planning Network, Inc. 1.44% Add +8.8% 166,254 $9.0M
Aletheian Wealth Advisors LLC 4.37% — 166,005 $9.0M
Fiduciary Group, LLC 0.76% Add +2.4% 164,762 $8.9M
Proathlete Wealth Management LLC 2.47% Add +1.8% 164,521 $8.9M
Zions Bancorporation, National Association 0.57% Reduce -85.2% 164,607 $8.9M
Principal Financial Group Inc. 0.00% Add +5.1% 163,535 $8.8M
TMB Capital Partners, LLC 2.96% Add +2.3% 162,768 $8.8M
Robertson Stephens Wealth Management, LLC 0.24% Reduce -1.6% 161,661 $8.7M
RFG Advisory, LLC 0.16% Add +17.9% 161,451 $8.7M
Applied Capital LLC 3.25% Add +3.0% 161,113 $8.7M
Courier Capital LLC 0.49% Add +3.1% 160,971 $8.7M
Aurelius Family Office LLC 3.74% Add +2.3% 159,117 $8.6M
4Thought Financial Group Inc. 4.24% Add +0.1% 158,477 $8.6M
Abacus Planning Group, Inc. 1.15% Add +0.5% 158,465 $8.6M
Fairway Wealth LLC 2.26% Add +1.6% 158,400 $8.6M
Tenret Co LLC 4.14% Add +6.8% 158,379 $8.6M
Tme Financial, Inc. 5.92% Reduce -3.5% 158,096 $8.5M
World Investment Advisors 0.14% Reduce -30.4% 158,027 $8.5M
Bradley Foster & Sargent Inc. 0.13% Add +5.5% 158,000 $8.5M
Plancorp, LLC 0.24% Add +6.0% 149,788 $8.5M
Arrowstreet Capital, Limited Partnership 0.00% Add +1410.8% 157,185 $8.5M
Founders Grove Wealth Partners, LLC 1.92% Add +3.0% 156,606 $8.5M
Wallington Asset Management, LLC 1.12% Reduce -3.9% 155,921 $8.4M
Roundview Capital LLC 0.52% Add +18.8% 155,467 $8.4M
Omnia Family Wealth, LLC 2.64% Reduce -0.3% 155,098 $8.4M
Investment Partners, LTD. 2.98% Reduce -1.8% 155,045 $8.4M
Courage Miller Partners, LLC 2.34% Add +0.3% 153,450 $8.3M
Stonekeep Investments, LLC 5.37% Add +7.3% 153,268 $8.3M
Matrix Private Capital Group LLC 3.99% Add +10.9% 153,089 $8.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.39% Add +7.3% 151,755 $8.2M
Ackerman Capital Advisors, LLC 1.68% Reduce -0.3% 151,507 $8.2M
Panagora Asset Management Inc. 0.03% New 151,087 $8.2M
Aspiriant, LLC 0.23% Add +7.5% 150,691 $8.1M
Beirne Wealth Consulting Services, LLC 2.30% Add +4.0% 150,538 $8.1M
Zeit Capital LLC 5.45% Reduce -2.5% 150,533 $8.1M
Jefferies Financial Group Inc. 0.10% Add +12.1% 150,055 $8.1M
Henshaw Capital LLC 0.30% No change 150,000 $8.1M
Certuity, LLC 0.53% Add +248.8% 149,308 $8.1M
Hillcrest Wealth Advisors - NY, LLC 3.26% Add +10.9% 149,041 $8.1M
Hiley Hunt Wealth Management 3.55% Add +1.6% 148,765 $8.0M
RiverGlades Family Offices LLC 4.72% — 148,510 $8.0M
Ritholtz Wealth Management 0.14% Add +33.2% 148,285 $8.0M
HUB Investment Partners, LLC 0.20% Add +596.2% 148,122 $8.0M
IFP Advisors, Inc 0.17% Add +11.0% 147,841 $8.0M
Seneca Financial Advisors LLC 2.32% Reduce -2.1% 146,367 $7.9M
Joule Financial, LLC 2.30% Reduce -0.9% 145,846 $7.9M
HM Payson & Co. 0.11% Add +65.9% 144,688 $7.8M
LBMC Investment Advisors, LLC 0.47% Add +3.3% 143,861 $7.8M
Hamrick Investment Counsel, llc 4.30% Add +2.6% 143,653 $7.8M
Seven Springs Wealth Group, LLC 1.81% Reduce -0.2% 142,539 $7.7M
Modern Wealth Management, LLC 0.13% Reduce -2.8% 141,954 $7.7M
North Star Asset Management Inc. 0.33% Add +8.8% 141,570 $7.7M
Pinnacle Associates Ltd. 0.10% Reduce -3.7% 141,185 $7.6M
Central Bank & Trust Co. 1.20% Reduce -9.9% 141,118 $7.6M
Perigon Wealth Management, LLC 0.14% Add +4.7% 140,875 $7.6M
Wedbush Securities Inc. 0.22% Add +5.2% 139,950 $7.6M
Invst, LLC 0.85% Add +0.6% 139,819 $7.6M
Bay Harbor Wealth Management, LLC 1.96% Reduce -10.1% 139,808 $7.6M
Guardian Wealth Advisors, LLC 4.32% Reduce -0.9% 139,046 $7.5M
LVW Advisors, LLC 0.73% Add +1064.1% 138,909 $7.5M
Level Wealth Management LLC 3.52% Add +12.5% 138,835 $7.5M
James J. Burns & Company, LLC 1.02% Add +7.8% 138,652 $7.5M
Heritage Trust Co 0.74% Add +5.4% 136,920 $7.4M
Rareview Capital LLC 4.33% Add +3.2% 149,297 $7.4M
Prosperity Advisers, LLC 6.12% Add +7.4% 136,232 $7.4M
Vanguard Personalized Indexing Management, LLC 0.07% Add +1.8% 135,626 $7.3M
Parkside Financial Bank & Trust 0.56% Reduce -0.4% 135,607 $7.3M
Alley Investment Management Company, LLC 0.89% Add +37.6% 135,042 $7.3M
Employees' Retirement Fund of the City of Fort Worth 3.15% Add +59.5% 134,100 $7.2M
Tull Financial Group, Inc. 3.23% Add +34.4% 133,911 $7.2M
Rodgers & Associates, LTD 0.74% Add +0.9% 133,653 $7.2M
Ethos Financial Group, LLC 0.53% Add +10.7% 133,541 $7.2M
Duncan Williams Asset Management, LLC 1.99% Add +1.1% 132,972 $7.2M
Frank, Rimerman Advisors LLC 0.47% No change 132,156 $7.1M
Pachira Investments Inc. 3.34% Add +20.7% 132,127 $7.1M
S&co Inc. 0.44% Add +12.6% 131,648 $7.1M
Gould Capital, LLC 4.30% Add +6.5% 131,348 $7.1M
Abound Wealth Management 1.61% Reduce -0.2% 130,921 $7.1M
Dorsey & Whitney Trust CO LLC 0.39% Add +1.1% 130,554 $7.1M
Birch Hill Investment Advisors LLC 0.32% Add +7.6% 130,341 $7.0M
IF Advisors, LLC 4.98% Add +5.5% 130,286 $7.0M
DiPaolo Financial Group, Inc. 5.12% Add +18.7% 130,276 $7.0M
HRT Financial LP 0.02% New 129,917 $7.0M
Auour Investments LLC 2.21% Add +3.4% 129,756 $7.0M
Rockbridge Investment Management, LCC 0.63% Add +0.9% 129,319 $7.0M
Hopwood Nicholas Hunter 2.22% Add +0.7% 128,931 $7.0M
Ameraudi Asset Management, Inc. 3.77% Reduce -9.4% 128,451 $6.9M
Warwick Investment Management, Inc. 1.01% Add +70.0% 128,392 $6.9M
Dravo Bay LLC 2.81% Add +1.2% 128,137 $6.9M
Genesis Financial Group, LLC 4.63% Add +9.2% 127,665 $6.9M
Michelson Medical Research Foundation, Inc. 7.00% No change 127,630 $6.9M
Pinnacle Wealth Management Advisory Group, LLC 0.47% Reduce -5.6% 127,450 $6.9M
Main Street Financial Solutions, LLC 0.50% Add +4.1% 127,379 $6.9M
Syon Capital LLC 0.35% Add +6.1% 127,367 $6.9M
PFG Advisors 0.33% Reduce -60.4% 126,609 $6.8M
Chai Trust Co. LLC 0.58% Add +267.7% 126,430 $6.8M
Texas Yale Capital Corp. 0.19% Add +3.3% 125,237 $6.8M
Cedar Point Capital Partners, LLC 4.37% Add +3.0% 124,355 $6.7M
Strategic Blueprint, LLC 0.39% Reduce -1.1% 124,018 $6.7M
HT Partners LLC 2.03% Add +6.8% 123,842 $6.7M
Aspire Private Capital, LLC 1.51% Reduce -0.8% 123,785 $6.7M
Sunflower Bank, N.A. 1.70% Reduce -0.2% 123,762 $6.7M
Cherry Tree Wealth Management, LLC 1.41% Reduce -2.8% 123,678 $6.7M
Gladwyn Financial Advisors, Inc. 4.64% Reduce -0.1% 123,483 $6.7M
One Capital Management, LLC 0.18% Add +24.4% 122,299 $6.6M
Heritage Investors Management Corp. 0.20% Reduce -1.1% 121,579 $6.6M
Oliver Luxxe Assets LLC 0.98% Add +4.5% 120,791 $6.5M
OneDigital Investment Advisors LLC 0.06% Reduce -5.9% 120,684 $6.5M
Woodstock Corp. 0.58% Reduce -0.1% 120,417 $6.5M
Principia Wealth Advisory, LLC 3.68% Add +8.6% 120,352 $6.5M
Walkner Condon Financial Advisors LLC 0.85% Add +2.5% 119,967 $6.5M
Cornerstone Wealth Advisors, Inc. 1.49% Add +7.7% 119,824 $6.5M
Waters Parkerson & Co., LLC 0.33% Add +24.4% 119,636 $6.5M
Stephenson & Company, Inc. 3.50% Add +1.8% 119,335 $6.5M
Crewe Advisors LLC 0.55% Add +24.9% 119,211 $6.4M
Connors Investor Services Inc. 0.59% Reduce -36.1% 118,208 $6.4M
Private Wealth Advisors, LLC 1.79% Add +37.9% 117,921 $6.4M
1900 Wealth Management LLC 0.41% Add +6.9% 117,384 $6.3M
Genesis Wealth Advisors, LLC 4.23% Add +4.6% 117,169 $6.3M
Arete Wealth Advisors, LLC 0.47% Reduce -35.8% 117,114 $6.3M
SkyOak Wealth, LLC 1.16% Add +4.1% 116,987 $6.3M
Schwarz Dygos Wheeler Investment Advisors LLC 1.31% Add +1.9% 116,978 $6.3M
HCR Wealth Advisors 0.65% Reduce -1.1% 116,459 $6.3M
MCF Advisors LLC 0.28% Reduce -16.4% 116,260 $6.3M
Summit Wealth Group, LLC 1.44% Add +1.6% 116,147 $6.3M
Wellington Management Group LLP 0.00% Add +88.3% 115,723 $6.3M
Parthenon LLC 0.71% Reduce -1.2% 115,636 $6.3M
Sigma Planning Corp 0.17% Reduce -0.3% 115,517 $6.2M
Strong Retirement Solutions LLC 4.37% Reduce -4.5% 115,439 $6.2M
Kearns & Associates LLC 3.36% Add +2.7% 115,386 $6.2M
Talon Private Wealth, LLC 0.83% — 115,032 $6.2M
Cedar Mountain Advisors, LLC 1.21% Reduce -0.9% 114,007 $6.2M
Chilton Capital Management LLC 0.21% Add +18.3% 113,808 $6.2M
Martel Wealth Advisors LLC 1.05% Reduce -3.7% 113,697 $6.1M
Jackson Hole Capital Partners, LLC 1.02% Add +1.4% 113,506 $6.1M
1834 Investment Advisors Co. 0.76% Add +3.9% 113,089 $6.1M
Winthrop Advisory Group LLC 0.50% Add +0.2% 112,430 $6.1M
Kanawha Capital Management LLC 0.43% Reduce -0.6% 112,273 $6.1M
HB Wealth Management, LLC 0.04% Add +15.8% 112,082 $6.1M
CGN Advisors LLC 0.48% Add +2.0% 111,787 $6.0M
Landmark Wealth Management, LLC 1.62% Add +23.9% 111,763 $6.0M
Kitching Partners, LLC 5.54% Add +11.9% 111,281 $6.0M
Compton Wealth Advisory Group, LLC 1.34% Add +39.7% 110,817 $6.0M
LBJ Family Wealth Advisors, Ltd. 3.52% Reduce -0.6% 114,586 $6.0M
Hilltop National Bank 1.43% Reduce -2.8% 111,080 $6.0M
Hilltop Wealth Advisors, LLC 3.59% Add +58.5% 110,975 $6.0M
Atlantic Edge Private Wealth Management, LLC 1.47% Add +7.2% 110,130 $6.0M
Ascent Group, LLC 0.21% Reduce -2.3% 110,067 $5.9M
Ieq Capital, LLC 0.03% Add +13.3% 109,782 $5.9M
Haverford Trust Co 0.05% Add +4.4% 109,012 $5.9M
rebel Financial LLC 2.55% Reduce -4.4% 108,997 $5.9M
Motive Wealth Advisors 2.76% Reduce -12.4% 108,876 $5.9M
Global Wealth Strategies & Associates 1.45% Add +7720.6% 108,862 $5.9M
BOK Financial Private Wealth, Inc. 0.36% Add +10.5% 108,773 $5.9M
Retirement Wealth Solutions LLC 3.69% Reduce -10.2% 108,385 $5.9M
Rinkey Investments 1.49% Add +51.1% 108,056 $5.8M
Trevian Wealth Management LLC 2.87% Add +1.3% 107,741 $5.8M
Warner Financial, Inc. 1.99% Add +4.9% 107,578 $5.8M
GoalFusion Wealth Management, LLC 2.64% Add +2.6% 107,568 $5.8M
First Citizens Bank & Trust Co. 0.12% Reduce -5.4% 106,832 $5.8M
Lowe Brockenbrough & Co. Inc. 0.29% Add +0.8% 105,961 $5.7M
Cerity Partners OCIO LLC 0.34% No change 105,598 $5.7M
Allstreet Capital Advisors LLC 4.22% Reduce -3.6% 105,448 $5.7M
Trust Co 0.53% Add +2.3% 105,363 $5.7M
Thrive Wealth Management, LLC 0.85% Add +1.2% 105,154 $5.7M
St Germain D J Co. Inc. 0.22% Reduce -1.2% 104,972 $5.7M
One Degree Advisors Inc 1.48% Add +0.2% 104,573 $5.7M
Maltin Wealth Management, Inc. 2.16% Add +11.3% 104,413 $5.6M
Trust Co of the South 0.91% Reduce -6.6% 104,345 $5.6M
Ascent Advisors, LLC 10.36% — 59,844 $5.6M
Fifth Third Securities, Inc. 0.36% Add +13.6% 104,321 $5.6M
Proficio Capital Partners LLC 0.30% No change 103,942 $5.6M
Discipline Wealth Solutions, LLC 0.59% Add +832.2% 103,905 $5.6M
Breakwater Investment Management 2.09% Reduce -1.4% 103,851 $5.6M
Galvin, Gaustad & Stein, LLC 0.45% Reduce -4.1% 103,291 $5.6M
SWS Partners 1.38% Reduce -0.9% 103,217 $5.6M
Oakwell Private Wealth Management, LLC 1.00% Reduce -1.2% 103,208 $5.6M
BHK Investment Advisors, LLC 1.86% Add +3.1% 103,119 $5.6M
Level Financial Advisors 1.42% Add +9.4% 103,054 $5.6M
Headinvest, LLC 1.14% Add +2.1% 102,997 $5.6M
Mechanics Bank Trust Department 0.77% Add +144.0% 102,921 $5.6M
Vilga Financial Planning LLC 4.96% Add +8.2% 102,756 $5.6M
Hancock Whitney Corp. 0.10% Reduce -5.8% 97,024 $5.6M
Naples Global Advisors, LLC 0.40% Add +4.6% 102,479 $5.5M
Compass Wealth Management, LLC 2.36% Reduce -1.9% 102,382 $5.5M
Financial Synergies Wealth Advisors, Inc. 0.53% Reduce -2.1% 102,252 $5.5M
Harvest Investment Advisors, LLC 3.07% Add +2.1% 102,132 $5.5M
NewSquare Capital LLC 0.48% Reduce -1.5% 102,023 $5.5M
Parsons Capital Management Inc. 0.25% Add +3.1% 101,787 $5.5M
Great Valley Advisor Group, Inc. 0.10% Add +6.9% 101,765 $5.5M
Krane Financial Solutions LLC 3.73% — 101,600 $5.5M
Tikvah Management LLC 1.70% No change 101,580 $5.5M
Kickstand Ventures, Llc. 1.15% Reduce -0.3% 100,840 $5.5M
Atlas Capital Advisors Inc. 0.62% Reduce -5.0% 100,773 $5.4M
AE Wealth Management LLC 0.03% Add +7.0% 100,682 $5.4M
Becker Capital Management Inc. 0.16% Add +2.9% 100,099 $5.4M
Triangle Securities Wealth Management 1.23% Add +0.8% 100,072 $5.4M
NerdWallet Wealth Partners, LLC 2.35% Add +22.6% 99,577 $5.4M
Brown Brothers Harriman & Co. 0.03% Reduce -8.2% 98,697 $5.3M
J.E. Simmons & Co., P.C. 3.56% Reduce -18.5% 98,565 $5.3M
Addis & Hill, Inc 3.24% Add +2.4% 98,565 $5.3M
Opus Capital Group, LLC 0.57% Reduce -0.3% 98,029 $5.3M
Fiducient Advisors LLC 0.69% Add +3.1% 97,351 $5.3M
Marino Management, LLC 0.96% No change 100,287 $5.3M
Kagan Cocozza Asset Management 3.70% Add +14.1% 97,244 $5.3M
Clear Retirement Advice LLC 4.12% Reduce -0.2% 97,045 $5.2M
Schaper Benz & Wise Investment Counsel Inc. 0.40% Add +18.0% 96,989 $5.2M
Nwam LLC 0.30% Add +6.5% 95,891 $5.2M
Berkshire Asset Management LLC 0.22% Add +10.9% 95,194 $5.1M
McAdam, LLC 0.23% Add +0.3% 95,051 $5.1M
McNamara Financial Services, Inc. 0.97% Reduce -1.8% 94,943 $5.1M
Davis R M Inc. 0.09% Reduce -0.4% 94,719 $5.1M
K2 Financial Inc. 3.71% Add +1.5% 86,718 $5.1M
Victrix Investment Advisors 1.84% Add +34.1% 93,617 $5.1M
Arch Global Advisors, LLC 2.64% — 93,488 $5.1M
Western Reserve Capital Management, LLC 4.14% Add +3.1% 93,344 $5.0M
Journey Beyond Wealth, LLC 4.32% Reduce -3.0% 92,964 $5.0M
Johnson Financial Group, Inc. 0.18% Reduce -3.1% 92,936 $5.0M
Thayer Partners, LLC / MA 2.39% Add +6.2% 92,849 $5.0M
Peterson Wealth Advisors, LLC 0.67% Reduce -5.8% 92,840 $5.0M
Waldron Private Wealth LLC 0.19% No change 92,432 $5.0M
Sanchez Levi Garrett 3.13% — 92,381 $5.0M
DDFG, Inc 1.08% Reduce -2.3% 92,341 $5.0M
Nipun Capital, L.P. 2.47% No change 92,200 $5.0M
Hardy Reed LLC 0.36% No change 92,073 $5.0M
YANKCOM Partnership 2.04% Add +13.0% 91,852 $5.0M
Venture Visionary Partners LLC 0.16% Add +3.8% 91,451 $4.9M
Bryn Mawr Trust Advisors, LLC 0.24% Add +6.1% 91,409 $4.9M
Apollon Wealth Management, LLC 0.08% Add +45.6% 91,023 $4.9M
Root Financial Partners, LLC 0.23% Add +29.5% 90,779 $4.9M
Cooksen Wealth, LLC 3.56% Add +1.6% 90,775 $4.9M
Marathon Strategic Advisors, LLC 3.52% Reduce -0.1% 90,680 $4.9M
Westwood Holdings Group Inc. 0.04% New 90,402 $4.9M
Heartwood Wealth Advisors LLC 0.42% Add +4.0% 89,678 $4.8M
FMA Wealth Management, LLC 3.22% Reduce -0.1% 89,559 $4.8M
Pine Valley Investments Ltd Liability Co 0.24% Add +0.1% 89,434 $4.8M
Lee Danner & Bass Inc. 0.30% Reduce -0.0% 88,979 $4.8M
REDW Wealth LLC 1.92% Reduce -4.8% 88,832 $4.8M
Advisors Management Group Inc. 0.87% New 88,744 $4.8M
1ST Source Bank 0.25% Add +10.3% 88,597 $4.8M
Phoenix Financial Ltd. 0.05% Add +3.4% 88,353 $4.8M
BKM Wealth Management, LLC 1.74% Add +1.1% 88,311 $4.8M
Columbus Macro, LLC 0.51% Reduce -1.2% 87,657 $4.7M
Accelerate Investment Advisors LLC 3.15% Reduce -0.5% 87,153 $4.7M
Ensign Peak Advisors, Inc 0.01% No change 86,918 $4.7M
Strategic Financial Partners, Ltd. 2.03% Reduce -0.4% 86,811 $4.7M
Woodmont Investment Counsel LLC 0.29% Reduce -1.4% 86,466 $4.7M
Bank of New Hampshire 1.07% Add +1.1% 86,419 $4.7M
Wealth Management Strategies, Inc. 2.09% Add +6.4% 85,528 $4.6M
Ascent Wealth Partners, LLC 0.54% New 85,527 $4.6M
Ameritas Advisory Services, LLC 0.18% Reduce -0.4% 85,466 $4.6M
VERITY Wealth Advisors 3.07% Reduce -1.4% 84,936 $4.6M
Allianz Asset Management GmbH 0.01% Reduce -3.4% 84,267 $4.6M
Glenview Trust Co 0.07% Reduce -1.9% 84,168 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +25.9% 84,927 $4.5M
Signal Tree Financial Partners LLC 3.43% Add +2.1% 84,058 $4.5M
Joel Isaacson & Co., LLC 0.15% Add +10.7% 84,038 $4.5M
Graetz Wealth LLC 4.03% Add +3.8% 83,454 $4.5M
Cahill Financial Advisors Inc. 0.48% Reduce -6.1% 82,846 $4.5M
Brighton Jones LLC 0.10% New 82,327 $4.4M
NorthCrest Asset Manangement, LLC 0.14% Add +0.3% 82,638 $4.4M
Centennial Bank 1.58% Add +34.3% 81,619 $4.4M
Fourpath Capital Management, LLC 0.63% Add +0.7% 81,472 $4.4M
Vavra Capital Management, LLC 4.28% Add +2.7% 81,428 $4.4M
Andina Capital Management, LLC 3.95% Reduce -25.2% 81,383 $4.4M
Gutierrez Wealth Advisory, LLC 2.72% Reduce -0.9% 81,000 $4.4M
Elmwood Wealth Management, Inc. 1.21% Add +63.5% 80,904 $4.4M
Brown Miller Wealth Management, LLC 1.23% Add +30.0% 80,217 $4.3M
Clear Harbor Asset Management, LLC 0.30% Add +77.8% 80,046 $4.3M
TPG Financial Advisors, LLC 1.40% Reduce -1.3% 79,708 $4.3M
First Heartland Consultants, Inc. 0.33% Add +4.1% 79,694 $4.3M
SWP Financial LLC 2.19% Reduce -38.2% 79,473 $4.3M
Campion Asset Management 2.91% Add +3.7% 79,259 $4.3M
TD Private Client Wealth LLC 0.09% Reduce -7.7% 79,190 $4.3M
Financial Strategies Group, Inc. 0.72% Reduce -3.1% 72,808 $4.3M
Drucker Wealth 3.0, LLC 0.75% Add +1.2% 79,099 $4.3M
KRM Wealth Management L.L.C. 2.23% Add +13.4% 79,047 $4.3M
Northern Lights Advisors, Inc. 2.89% Add +1.7% 79,042 $4.3M
Bricktown Capital, LLC 0.84% Reduce -39.5% 78,603 $4.2M
Defined Wealth Management, LLC 2.49% Reduce -0.3% 78,542 $4.2M
Randall & Associates Wealth Management 2.86% Add +40.2% 78,402 $4.2M
Bridgewealth Advisory Group, LLC 0.88% Add +13.3% 78,377 $4.2M
Quantitative Investment Management, LLC 0.44% Add +40.1% 78,358 $4.2M
WBH Advisory Inc. 0.32% Add +1.4% 78,045 $4.2M
Lutz Financial Services LLC 0.28% Reduce -1.6% 77,830 $4.2M
Gordian Advisors LLC 2.80% Reduce -0.5% 77,755 $4.2M
Emerald Investment Advisers, LLC 0.38% — 77,618 $4.2M
E&G Advisors, LLC 0.93% Add +1.8% 77,470 $4.2M
Sapient Capital LLC 0.06% Reduce -11.0% 77,296 $4.2M
Family Manage LLC 0.50% Add +20618.0% 77,278 $4.2M
Bedminster, LLC 3.88% Reduce -23.1% 77,189 $4.2M
Orin Green Financial, LLC 1.71% Reduce -3.5% 77,096 $4.2M
Wealth Advisory Solutions, LLC 0.93% Add +2.9% 77,035 $4.2M
Van Strum & Towne Inc. 1.21% Add +5.7% 76,946 $4.2M
Fortitude Family Office, LLC 0.93% Reduce -0.2% 76,934 $4.2M
CIBC Asset Management Inc 0.01% Add +81.8% 76,320 $4.1M
SVB Wealth LLC 0.27% Reduce -3.3% 76,019 $4.1M
Capital Group Private Client Services, Inc. 0.07% Add +8.3% 76,011 $4.1M
First Western Trust Bank 0.21% Add +903.6% 75,749 $4.1M
Newport Capital Group, LLC 2.48% Add +2.9% 75,409 $4.1M
Angeles Investment Advisors, LLC 0.27% Reduce -3.4% 75,220 $4.1M
Werba Rubin Papier Wealth Management 0.56% Add +3.2% 74,753 $4.0M
Louisbourg Investments Inc. 0.76% Add +4.8% 74,682 $4.0M
Fullerton Advisors, LLC 4.17% Add +8.3% 74,417 $4.0M
Hudson Oak Wealth Advisory LLC 3.49% Add +1.4% 74,285 $4.0M
Blueprint Investment Partners LLC 0.41% Reduce -23.4% 74,112 $4.0M
GAMCO Investors 0.04% Add +139.9% 73,859 $4.0M
Cutler Investment Counsel LLC 0.41% Add +1.4% 73,605 $4.0M
Grey Fox Wealth Advisors, LLC 0.77% Add +13.9% 73,522 $4.0M
B. Riley Wealth Advisors, Inc. 0.26% Reduce -10.9% 75,710 $4.0M
Canandaigua National Corp. 0.35% — 72,664 $3.9M
GK Wealth Management LLC 3.41% New 74,749 $3.9M
DWR Wealth Management, LLC 3.41% Reduce -3.0% 74,749 $3.9M
Symmetry Partners, LLC 0.22% Reduce -9.1% 72,218 $3.9M
Aureus Asset Management, LLC 0.26% Add +19.4% 71,963 $3.9M
Elevated Capital Advisors, LLC 0.98% Add +2.5% 71,728 $3.9M
Ticino Wealth 1.35% Reduce -6.1% 65,158 $3.9M
CWA Asset Management Group, LLC 0.13% Add +0.6% 71,459 $3.9M
LMCG Investments, LLC 0.23% Add +3.1% 71,178 $3.8M
Aspen Grove Capital, LLC 0.75% Add +0.1% 71,109 $3.8M
Arbor Trust Wealth Advisors, LLC 1.69% Add +2.3% 71,110 $3.8M
TFO Wealth Partners, LLC 0.52% Add +0.3% 71,097 $3.8M
Security Financial Services, INC. 0.61% Reduce -3.9% 70,851 $3.8M
Flywheel Private Wealth LLC 2.18% Add +15.3% 70,767 $3.8M
Hohimer Wealth Management, LLC 0.47% Add +10.7% 70,439 $3.8M
Fidelis Capital Partners, LLC 0.27% Add +2.6% 70,341 $3.8M
WealthSpring Partners, LLC 3.49% Add +0.0% 70,334 $3.8M
6th Street Advisors, LLC 2.39% — 70,148 $3.8M
American Investment Services, Inc. 0.85% Reduce -0.3% 70,126 $3.8M
Brucke Financial, Inc. 1.92% New 69,949 $3.8M
CFO4Life Group, LLC 0.58% Reduce -0.8% 69,924 $3.8M
Creekside Partners 1.55% Add +10.2% 69,646 $3.8M
Hexagon Capital Partners LLC 0.55% Add +5.4% 69,594 $3.8M
Chesley Taft & Associates LLC 0.16% Add +19.7% 69,296 $3.7M
Gladstone Institutional Advisory LLC 0.14% Add +197.6% 69,123 $3.7M
PFC Capital Group, Inc. 1.65% Add +5.2% 69,084 $3.7M
Oakmont Advisory Group, LLC 3.79% Add +35.5% 68,824 $3.7M
Clear Creek Financial Management, LLC 0.28% Reduce -0.1% 68,790 $3.7M
Ironwood Investment Management LLC 1.55% Add +3.1% 68,590 $3.7M
Tred Avon Family Wealth, LLC 1.23% Add +3.1% 68,496 $3.7M
Angeles Wealth Management, LLC 0.20% Add +0.2% 68,488 $3.7M
Connecticut Wealth Management, LLC 0.15% Add +17.2% 68,422 $3.7M
BlackDiamond Wealth Management, LLC 1.78% Add +1.4% 68,155 $3.7M
Lanark Financial, Inc. 0.28% Reduce -1.6% 68,092 $3.7M
GC Wealth Management RIA, LLC 0.15% Add +39.0% 68,056 $3.7M
Balboa Wealth Partners 0.62% Add +4.7% 67,965 $3.7M
Values Added Financial LLC 1.54% Reduce -8.7% 67,825 $3.7M
Meadowbrook Advisors Group, LLC 2.18% Reduce -0.1% 67,768 $3.7M
Institute for Wealth Management, LLC. 0.39% Add +12.5% 67,708 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +1.3% 67,305 $3.6M
Granite Harbor Advisors, Inc. 1.57% Reduce -1.5% 66,651 $3.6M
Cadence Wealth Management LLC 1.50% Add +4.3% 66,422 $3.6M
Howland Capital Management LLC 0.14% Reduce -0.5% 65,928 $3.6M
First National Bank of Omaha 0.11% Add +1.2% 66,123 $3.6M
Family CFO Inc 1.59% Reduce -1.8% 65,726 $3.6M
Astoria Strategic Wealth, Inc. 0.90% Reduce -2.4% 65,430 $3.5M
Fort Sheridan Advisors LLC 0.43% Add +8.4% 65,142 $3.5M
Summitas Investment Management LLC 2.76% Add +205.2% 65,137 $3.5M
Congress Asset Management Co. 0.03% Reduce -0.2% 64,872 $3.5M
Truepoint, Inc. 0.08% Reduce -0.8% 64,813 $3.5M
VSM Wealth Advisory, LLC 1.05% Add +1.2% 64,742 $3.5M
New England Private Wealth Advisors LLC 0.40% Add +5.4% 64,599 $3.5M
Motley Fool Wealth Management, LLC 0.39% Reduce -5.1% 64,505 $3.5M
Sageworth Trust Co 0.15% Reduce -0.6% 64,066 $3.5M
Fiera Capital Corp 0.01% Add +39.3% 63,860 $3.5M
Linscomb Wealth, Inc. 0.15% Reduce -1.6% 63,856 $3.5M
Rockland Trust Co. 0.14% Reduce -1.8% 63,598 $3.4M
Rothschild Wealth LLC 0.31% Reduce -1.5% 63,596 $3.4M
Burney Co./ 0.11% Reduce -10.4% 63,539 $3.4M
Spire Wealth Management 0.12% Reduce -64.0% 63,457 $3.4M
Avity Investment Management Inc. 0.25% Add +48.9% 63,291 $3.4M
Aerodigm Wealth, LLC 1.28% Reduce -1.6% 62,973 $3.4M
Seven Post Investment Office LP 1.10% Reduce -5.2% 62,883 $3.4M
Integrated Capital Management, LLC 1.43% Add +3.7% 62,697 $3.4M
Summit Financial Strategies, Inc. 0.27% Reduce -8.6% 62,649 $3.4M
Johnson Bixby & Associates, LLC 0.42% Add +3.6% 62,640 $3.4M
American Alpha Advisors, LLC 1.98% Reduce -6.7% 62,528 $3.4M
AlTi Global, Inc. 0.07% No change 62,304 $3.4M
E&R Wealth Management, LLC 3.34% Add +3.0% 62,029 $3.4M
Upper Left Wealth Management, LLC 1.97% Add +3.3% 61,846 $3.3M
Tandem Financial, LLC 1.13% Add +409.5% 61,571 $3.3M
Retirement Planning Group, LLC 0.10% Reduce -7.8% 61,549 $3.3M
Park National Corp. 0.10% Add +224.8% 61,221 $3.3M
Ti-Trust, Inc. 1.95% Add +1.2% 60,592 $3.3M
Cornerstone Wealth Management, LLC 0.16% Add +8.2% 60,464 $3.3M
HighRoad Wealth Advisors, LLC 3.19% Reduce -1.4% 60,355 $3.3M
NavPoint Financial, Inc. 1.32% Add +5.5% 60,251 $3.3M
Dynasty Wealth Management, LLC 0.03% Add +1.5% 60,246 $3.3M
DBK Financial Counsel, LLC 2.45% Reduce -19.4% 59,786 $3.2M
Salomon & Ludwin, LLC 0.29% Reduce -3.4% 60,016 $3.2M
Cassilly Financial Group LLC 2.79% Add +1.5% 59,539 $3.2M
Financial Guidance Group, Inc. 1.29% Add +7.3% 59,428 $3.2M
VVR Holdings LLC 1.65% Add +8.1% 59,173 $3.2M
First Bancorp, Inc 1.59% Add +0.8% 59,065 $3.2M
Manchester Capital Management LLC 0.46% Add +1.3% 59,050 $3.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.86% Add +8.2% 58,886 $3.2M
Brickley Wealth Management 0.54% Add +0.5% 58,642 $3.2M
Mitchell McLeod Pugh & Williams Inc. 0.47% Reduce -12.0% 58,293 $3.2M
Prospera Financial Services Inc 0.05% Add +7.2% 58,163 $3.1M
Integrity Wealth Solutions LLC 1.23% Reduce -3.0% 58,090 $3.1M
Petros Family Wealth, LLC 2.24% Add +3.8% 58,054 $3.1M
Garden State Investment Advisory Services LLC 0.75% Add +0.5% 57,846 $3.1M
AMG National Trust Bank 0.07% Add +66.8% 57,888 $3.1M
Arta Finance Wealth Management LLC 1.54% Add +12.5% 57,831 $3.1M
Disciplined Investments, LLC 1.12% Reduce -0.7% 57,752 $3.1M
Prentice Wealth Management LLC 0.70% Reduce -2.4% 57,417 $3.1M
Manuka Financial, LLC 1.91% Add +0.0% 57,232 $3.1M
Silverlake Wealth Management LLC 0.65% Add +33.0% 57,153 $3.1M
Diversified Trust Co. 0.06% Reduce -12.4% 57,025 $3.1M
Vista Investment Management 1.03% Add +0.7% 56,872 $3.1M
Smith Partners Wealth Management, LLC 2.75% Reduce -11.6% 56,745 $3.1M
Legacy Wealth Partners, LLC 0.77% Add +2.8% 56,620 $3.1M
Daymark Wealth Partners, LLC 0.10% Add +11.7% 56,550 $3.1M
Allie Family Office LLC 1.33% Add +73.4% 56,396 $3.1M
Private Advisory Group LLC 0.21% New 56,023 $3.0M
D'Orazio & Associates, Inc. 0.39% Reduce -2.2% 55,967 $3.0M
Rooted Wealth Advisors, Inc. 0.80% Add +4.9% 51,275 $3.0M
Avestar Capital, LLC 0.21% Add +5.0% 55,825 $3.0M
Annis Gardner Whiting Capital Advisors, LLC 0.48% Add +9.8% 55,822 $3.0M
Cary Street Partners Financial LLC 0.07% Reduce -5.3% 55,658 $3.0M
Pinnacle Bancorp, Inc. 0.89% Reduce -0.0% 55,651 $3.0M
American Financial Advisors, LLC 0.40% Reduce -0.7% 55,623 $3.0M
Falcon Wealth Planning 0.20% Add +8.0% 55,561 $3.0M
Kingsview Wealth Management, LLC 0.04% Reduce -4.4% 55,463 $3.0M
LifePlan Investment Advisors, Inc. 1.17% Add +5.8% 55,171 $3.0M
Welch & Forbes LLC 0.04% Add +0.1% 54,978 $3.0M
Brightwater Advisory LLC 1.94% Reduce -5.8% 54,376 $2.9M
Gemmer Asset Management LLC 0.23% Reduce -0.0% 54,309 $2.9M
Krilogy Financial LLC 0.09% Add +9.7% 49,988 $2.9M
Xcelsior Advisor Partners LLC 1.11% Reduce -5.1% 53,705 $2.9M
Maripau Wealth Management LLC 1.27% Add +3.4% 53,576 $2.9M
FSB Premier Wealth Management, Inc. 0.91% Reduce -2.1% 53,522 $2.9M
HBK Sorce Advisory LLC 0.06% Reduce -0.8% 47,476 $2.9M
Stone Summit Wealth LLC 0.79% Reduce -0.1% 52,764 $2.9M
Foster & Motley Inc. 0.15% Add +17.3% 52,418 $2.8M
Asset Dedication, LLC 0.20% Add +8.7% 52,366 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -85.4% 52,359 $2.8M
Main Management LLC 0.21% Reduce -38.2% 52,243 $2.8M
Hardin Capital Partners, LLC 1.31% Add +4.8% 52,195 $2.8M
Evanson Asset Management, LLC 0.15% Add +0.7% 52,061 $2.8M
Consolidated Portfolio Review Corp 0.26% No change 52,010 $2.8M
Brady Martz Wealth Solutions, LLC 0.48% Reduce -0.2% 51,916 $2.8M
Avion Wealth 0.58% Reduce -8.4% 51,879 $2.8M
Monarch Capital Management Inc. 0.68% Reduce -0.9% 51,778 $2.8M
Foundation Wealth Management, LLC\PA 0.99% Reduce -2.6% 51,682 $2.8M
MetLife Investment Management, LLC 0.01% Reduce -9.2% 51,390 $2.8M
HighPoint Advisor Group LLC 0.12% Reduce -4.1% 51,306 $2.8M
Capital Analysts, LLC 0.07% Add +18.6% 51,290 $2.8M
Norris Perne & French LLP 0.14% Reduce -4.6% 51,124 $2.8M
Brand Asset Management Group, Inc. 0.71% Reduce -1.4% 50,821 $2.7M
MBL Wealth, LLC 0.21% Add +4.0% 50,703 $2.7M
LMG Wealth Partners, LLC 0.50% Add +0.0% 50,538 $2.7M
AssuredPartners Investment Advisors, LLC 0.30% Reduce -3.0% 50,288 $2.7M
Junk Investment Group, LLC 1.42% — 50,189 $2.7M
Life Planning Partners, Inc 2.07% Add +1.4% 50,185 $2.7M
BigSur Wealth Management LLC 0.76% No change 50,100 $2.7M
City Holding Co. 0.34% Add +14.7% 49,753 $2.7M
Blueprint Financial Advisors LLC 0.40% Reduce -21.5% 49,652 $2.7M
Red Wave Investments LLC 0.80% Reduce -1.8% 49,582 $2.7M
Meridian Wealth Management, LLC 0.10% Add +4.2% 49,571 $2.7M
Fiduciary Wealth Partners, LLC 1.75% Reduce -13.9% 49,376 $2.7M
Silver Oak Securities, Incorporated 0.19% Reduce -24.3% 49,304 $2.7M
Carter Financial Group, INC. 1.65% Reduce -5.1% 49,290 $2.7M
BSW Wealth Partners 0.32% Add +0.6% 49,228 $2.7M
White Lighthouse Investment Management Inc. 0.37% Reduce -3.7% 48,999 $2.6M
Eclectic Associates Inc. 0.35% Add +3.8% 48,862 $2.6M
Oak Family Advisors, LLC 0.81% Add +630.3% 48,832 $2.6M
Greykasell Wealth Strategies, Inc. 1.06% Add +1.1% 48,767 $2.6M
Csenge Advisory Group 0.12% Reduce -6.6% 48,670 $2.6M
Fire Capital Management LLC 1.23% Reduce -24.7% 48,654 $2.6M
Powell Investment Advisors, LLC 0.90% Add +1.9% 48,407 $2.6M
Atlas Legacy Advisors, LLC 0.47% Add +2.2% 47,916 $2.6M
Waterfront Wealth Inc. 0.47% Reduce -0.5% 47,824 $2.6M
Amicus Financial Advisors, LLC 0.71% Add +0.4% 47,723 $2.6M
Tiff Advisory Services, LLC 0.58% New 47,378 $2.6M
Smithbridge Asset Management Inc. 0.38% New 47,293 $2.6M
Burling Wealth Partners, LLC 0.41% Reduce -7.1% 47,209 $2.6M
Murphy, Middleton, Hinkle & Parker, Inc. 1.18% New 47,166 $2.5M
Greenspring Advisors, LLC 0.16% Add +1.3% 47,131 $2.5M
Delta Financial Advisors LLC 0.66% Add +0.1% 46,872 $2.5M
Baron Silver Stevens Financial Advisors, LLC 0.36% Add +7.6% 46,495 $2.5M
Columbia River Financial Group, LLC 1.45% Add +0.9% 46,325 $2.5M
Private Trust Co. NA 0.22% Add +1.3% 46,237 $2.5M
Green Ridge Wealth Planning LLC 1.31% Add +5.1% 46,157 $2.5M
Clarity Capital Advisors, LLC 1.16% Add +35.6% 45,935 $2.5M
Blue Trust, Inc. 0.03% Reduce -4.4% 45,855 $2.5M
Cassaday & Co Wealth Management LLC 0.05% Reduce -1.2% 45,788 $2.5M
Cyndeo Wealth Partners, LLC 0.13% Add +2.4% 45,734 $2.5M
MorganRosel Wealth Management, LLC 0.97% Reduce -16.6% 45,531 $2.5M
FFT Wealth Management LLC 0.44% Add +12.3% 45,226 $2.4M
Verum Partners LLC 0.46% Add +4.1% 45,203 $2.4M
Matrix Asset Advisors Inc. 0.22% Add +6.0% 45,178 $2.4M
Ausdal Financial Partners, Inc. 0.11% Add +7.7% 45,168 $2.4M
Pathway Financial Advisors LLC 0.30% Add +31.7% 45,109 $2.4M
Axos Invest Inc. 1.83% Reduce -28.2% 44,898 $2.4M
Ballast, Inc. 0.56% Add +1.4% 44,842 $2.4M
Diversified Enterprises, LLC 0.13% Add +4.6% 44,784 $2.4M
Single Point Partners, LLC 0.48% Reduce -8.4% 44,751 $2.4M
Belpointe Asset Management LLC 0.09% Add +4.2% 44,608 $2.4M
Aries Wealth Management 0.53% Add +4.7% 44,556 $2.4M
Cascade Financial Partners, LLC 0.25% Add +19.6% 44,464 $2.4M
First Horizon Corp. 0.10% Add +4.1% 44,425 $2.4M
Asset Allocation & Management Company, LLC 0.89% No change 44,203 $2.4M
PlanVest Financial, Inc 1.82% — 44,184 $2.4M
Opes Wealth Management LLC 0.41% Reduce -4.5% 44,171 $2.4M
Greenleaf Trust 0.02% Add +2.0% 44,115 $2.4M
Nova R Wealth, Inc. 0.76% Reduce -3.2% 44,061 $2.4M
Summit Wealth Partners, LLC 0.38% Reduce -2.3% 43,913 $2.4M
Chicago Partners Investment Group LLC 0.05% Add +5.7% 40,337 $2.4M
Topel & Distasi Wealth Management, LLC 1.21% Add +3.4% 43,433 $2.3M
Wealth Enhancement Trust Services, Inc. 0.28% Add +65.0% 43,389 $2.3M
Cohen Klingenstein LLC 0.08% No change 43,329 $2.3M
Nordwand Advisors, LLC 0.41% Reduce -8.1% 43,301 $2.3M
Financial Advisory Corp 0.32% No change 43,028 $2.3M
Certior Financial Group, LLC 1.48% Add +11.6% 43,026 $2.3M
Shaker Investments LLC 1.05% Add +8.1% 42,774 $2.3M
Dakota Wealth Management 0.05% Reduce -1.3% 42,717 $2.3M
Leo Wealth, LLC 0.17% Reduce -0.0% 42,713 $2.3M
WESCAP Management Group, Inc. 0.45% Add +2.1% 42,644 $2.3M
Sagace Wealth Management LLC 1.56% Reduce -1.1% 42,583 $2.3M
Avidian Wealth Enterprises, LLC 0.07% Reduce -10.9% 42,452 $2.3M
Golden Road Advisors LLC 1.32% Reduce -0.7% 42,386 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Add +0.7% 42,339 $2.3M
Sound Stewardship, LLC 1.05% Reduce -1.3% 42,291 $2.3M
A&I Financial Services, LLC 1.08% Reduce -8.1% 42,094 $2.3M
Voya Financial Advisors, Inc. 0.23% Add +29.1% 43,282 $2.3M
Allegiance Financial Group Advisory Services LLC 0.45% Reduce -5.0% 41,984 $2.3M
Westside Investment Management, Inc. 0.35% Add +5.6% 41,998 $2.3M
West Financial Advisors, LLC 0.38% Add +3.5% 41,861 $2.3M
M Holdings Securities, Inc. 0.15% Reduce -7.8% 37,936 $2.2M
Eastern Bank 0.04% Reduce -1.7% 41,571 $2.2M
Rialto Wealth Management, LLC 0.50% Reduce -7.1% 41,560 $2.2M
Nicolet Bankshares Inc. 0.08% Add +158.2% 41,184 $2.2M
Monument Group Wealth Advisors, LLC 1.24% Add +0.7% 41,210 $2.2M
Covestor Ltd 1.54% Add +3.7% 41,207 $2.2M
Gill Capital Partners, LLC 0.64% Add +1.0% 41,166 $2.2M
Bravera Wealth 1.00% Add +11.2% 41,090 $2.2M
Maseco LLP 0.07% Add +2.7% 41,090 $2.2M
First Trust Advisors LP 0.00% Add +1.9% 40,903 $2.2M
Carroll Advisory Group, LLC 0.86% Add +44.2% 40,758 $2.2M
Francis Financial, Inc. 0.41% Reduce -15.5% 40,622 $2.2M
Windsor Advisory Group, LLC 1.83% New 40,583 $2.2M
Global Strategic Investment Solutions, LLC 0.22% Reduce -0.7% 40,548 $2.2M
Family Wealth Partners, LLC 0.75% Add +0.4% 40,441 $2.2M
Climber Capital SA 1.42% No change 41,435 $2.2M
Glaxis Capital Management, LLC 2.71% New 40,000 $2.2M
Private Wealth Asset Management, LLC 0.23% Reduce -7.7% 39,941 $2.2M
United Advisor Group, LLC 0.27% Add +1.4% 39,737 $2.1M
OLIO Financial Planning 0.59% Reduce -3.0% 39,523 $2.1M
Stonebridge Capital Advisors LLC 0.15% New 39,297 $2.1M
Bluebird Wealth Management LLC 2.17% New 39,253 $2.1M
Community Bank, N.A. 0.25% Reduce -1.5% 39,207 $2.1M
TBH Global Asset Management, LLC 0.43% Reduce -5.8% 39,134 $2.1M
Fell Capital Management 2.01% Reduce -0.8% 39,021 $2.1M
Noble Family Wealth, LLC 0.44% Add +7.8% 38,997 $2.1M
Renasant Bank 1.49% Add +0.5% 38,833 $2.1M
Titleist Asset Management, LLC 0.16% Reduce -3.8% 38,768 $2.1M
Pacific Financial Group Inc. 1.13% Reduce -12.1% 38,684 $2.1M
Global Trust Wealth Management LLC 1.58% Add +10.4% 38,604 $2.1M
City State Bank 0.54% Add +3.8% 38,584 $2.1M
Chilton Investment Co. Inc. 0.05% Add +74.3% 38,521 $2.1M
Victory Financial Group, LLC 0.26% Reduce -16.1% 38,510 $2.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.28% Reduce -3.8% 38,475 $2.1M
VAUGHAN & Co SECURITIES, INC. 1.08% No change 38,391 $2.1M
SouthState Bank Corp 0.10% Add +29.8% 38,359 $2.1M
Financial Enhancement Group LLC 0.26% Reduce -1.4% 34,868 $2.1M
Northland Capital Management LLC 1.13% Add +6.9% 38,084 $2.1M
HORAN Wealth, LLC 0.20% Add +100.0% 38,268 $2.1M
North Star Investment Management Corp. 0.12% Reduce -0.1% 37,998 $2.1M
Intrua Financial, LLC 0.22% Reduce -0.9% 37,909 $2.0M
Vista Cima Wealth Management LLC 2.02% New 37,899 $2.0M
Lexington Hill Partners, LLC 1.16% Add +38.7% 37,785 $2.0M
VPR Management LLC 0.81% No change 37,700 $2.0M
Gilman Hill Asset Management, LLC 0.31% Add +16.8% 37,689 $2.0M
Legacy Edge Advisors, LLC 0.21% Reduce -0.5% 37,681 $2.0M
United Community Bank 0.68% Add +0.0% 37,585 $2.0M
Davidson Trust Co. 0.88% Add +4.4% 37,582 $2.0M
Navalign, LLC 0.51% Reduce -1.1% 37,579 $2.0M
Crescent Grove Advisors, LLC 0.20% No change 37,571 $2.0M
Riverpoint Wealth Management Holdings, LLC 0.43% Reduce -8.0% 37,566 $2.0M
Greenwich Wealth Management LLC 0.08% Reduce -0.7% 37,560 $2.0M
Great Lakes Advisors, LLC 0.02% Reduce -1.6% 37,511 $2.0M
Resolute Advisors LLC 0.84% Reduce -0.1% 37,500 $2.0M
Hegarty Advisors, LLC 1.59% Reduce -18.6% 37,274 $2.0M
RS Crum Inc. 0.39% Add +2.2% 37,226 $2.0M
Mayport, LLC 0.37% Add +49.6% 37,154 $2.0M
Karnit Road Accident Victims Compensation Fund 1.18% No change 37,150 $2.0M
Journey Strategic Wealth LLC 0.05% Add +4.6% 37,139 $2.0M
Foundations Investment Advisors, LLC 0.02% Reduce -2.6% 37,137 $2.0M
Argyle Capital Partners, LLC 1.45% Reduce -4.4% 37,133 $2.0M
Gateway Wealth Partners, LLC 0.08% Add +760.5% 37,129 $2.0M
Absolute Capital Management, LLC 0.67% Add +8.7% 37,113 $2.0M
Cornerstone Financial Group, LLC 1.29% Add +5.8% 33,979 $2.0M
Hourglass Capital, LLC 0.42% Add +640.9% 37,045 $2.0M
Compass Ion Advisors, LLC 0.19% Reduce -2.5% 37,041 $2.0M
Koshinski Asset Management, Inc. 0.12% Reduce -0.1% 37,013 $2.0M
General Partner, Inc. 1.22% No change 36,998 $2.0M
Avant Financial Advisors LLC 1.40% Reduce -1.1% 36,916 $2.0M
South Plains Financial, Inc. 1.16% Reduce -0.8% 36,914 $2.0M
Maxi Investments CY Ltd 0.43% New 36,755 $2.0M
Quantum Portfolio Management LLC 0.86% Add +56.7% 36,651 $2.0M
LifeGuide Financial Advisors, LLC 0.63% Add +1.2% 36,518 $2.0M
Three Bearings Fiduciary Advisors, Inc. 1.91% Reduce -0.3% 36,460 $2.0M
Evergreen Capital Management LLC 0.04% Add +22.3% 36,312 $2.0M
Cooke Wealth Management, LLC 1.74% Add +1.0% 36,287 $2.0M
Global Financial Private Client, LLC 0.64% Add +4.0% 36,279 $2.0M
Winter & Associates, Inc. 1.71% Add +47.4% 36,235 $2.0M
Red Lighthouse Investment Management, LLC 0.66% No change 36,195 $2.0M
Armbruster Capital Management, Inc. 0.32% Add +1.1% 36,170 $2.0M
Berger Financial Group, Inc 0.11% Reduce -7.6% 36,136 $2.0M
Compass Advisory Group LLC 0.52% Add +5.1% 35,652 $1.9M
Jacobs Equity LLC 1.72% Add +35.3% 35,650 $1.9M
Synergy Financial Group, LTD 1.45% Add +23.9% 35,625 $1.9M
Sachem Hill LLC 0.37% Reduce -3.7% 35,496 $1.9M
International Assets Investment Management, LLC 0.13% Reduce -1.8% 35,294 $1.9M
Bfsg, LLC 0.18% Reduce -4.9% 35,367 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.11% Add +150.6% 35,304 $1.9M
Red Tortoise LLC 0.80% Reduce -1.5% 35,297 $1.9M
Lake Street Private Wealth, LLC 0.24% Add +50.2% 35,194 $1.9M
Archford Capital Strategies, LLC 0.22% Reduce -1.9% 35,065 $1.9M
Bakala Capital LLC 9.09% No change 34,967 $1.9M
Entrust Financial LLC 1.32% Reduce -4.3% 34,863 $1.9M
Revisor Wealth Management LLC 0.52% Add +17.7% 34,833 $1.9M
Quadrant Capital Group LLC 0.06% Reduce -1.3% 34,739 $1.9M
Wilson & Boucher Capital Management, LLC 1.24% Reduce -0.3% 34,676 $1.9M
Aegis Wealth Management LLC 1.07% Reduce -19.0% 34,596 $1.9M
Wealthcare Advisory Partners LLC 0.04% Reduce -7.1% 34,591 $1.9M
Scotia Capital Inc. 0.01% Add +7.4% 34,588 $1.9M
JDM Financial Group LLC 0.72% Reduce -1.1% 34,563 $1.9M
Aire Advisors, LLC 0.34% Reduce -0.5% 34,048 $1.8M
Comprehensive Money Management Services LLC 1.21% Add +5.2% 34,040 $1.8M
First Citizens Financial Corp 0.87% Reduce -2.2% 33,967 $1.8M
Sharp Wealth Advisory, LLC 0.91% Add +9.3% 33,924 $1.8M
Northwest Wealth Management, LLC 0.28% Reduce -5.0% 33,924 $1.8M
Rockingstone Advisors LLC 0.84% Add +25.7% 33,900 $1.8M
GreatBanc Trust CO 1.28% Add +0.7% 33,847 $1.8M
Shepherd Street Advisors LLC 1.80% Add +15.5% 33,750 $1.8M
Nabity-Jensen Investment Management Inc 1.26% Reduce -0.1% 33,624 $1.8M
Infinity Wealth Counsel, LLC 1.65% Reduce -0.3% 33,165 $1.8M
Centaurus Financial, Inc. 0.08% Add +11.3% 33,060 $1.8M
Financial Counselors Inc. 2.51% Add +0.4% 32,968 $1.8M
N.E.W. Advisory Services LLC 0.13% Add +8.1% 32,901 $1.8M
Integrity Alliance, Llc. 0.07% Reduce -12.3% 32,799 $1.8M
Frederick Financial Consultants, LLC 0.88% Reduce -4.5% 32,644 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +5.4% 32,505 $1.8M
Orcam Financial Group 1.24% Add +2.3% 32,421 $1.8M
Coyle Financial Counsel LLC 0.37% Reduce -2.0% 32,401 $1.8M
Arwa LLC 0.87% Add +52.9% 30,960 $1.7M
Kovack Advisors, Inc. 0.09% Add +18.4% 32,160 $1.7M
Rossmore Private Capital 0.15% Reduce -1.4% 32,195 $1.7M
Sterling Investment Management, LLC 1.04% Reduce -2.6% 32,062 $1.7M
Novak & Powell Financial Services, Inc. 0.93% Add +2.5% 32,055 $1.7M
Holistic Financial Partners 0.64% Reduce -3.3% 31,907 $1.7M
Tempo Wealth, LLC 0.30% Add +83.4% 31,857 $1.7M
Viewpoint Investment Partners Corp. 0.80% Add +1.3% 31,820 $1.7M
Catalyst Financial Partners LLC 0.20% Add +4.8% 31,785 $1.7M
Madrid Wealth Management, LLC 1.29% Add +0.9% 31,756 $1.7M
Financial Insights, Inc. 0.55% Reduce -0.7% 31,671 $1.7M
Fiduciary Advisors, Inc. 1.29% Reduce -3.4% 31,661 $1.7M
One Day In July LLC 0.14% Add +7.3% 31,656 $1.7M
DB Fitzpatrick & Co, Inc 1.46% Add +5.6% 31,617 $1.7M
Innealta Capital, LLC 1.06% Reduce -23.1% 31,541 $1.7M
Market Street Wealth Management Advisors LLC 0.27% Reduce -15.3% 31,521 $1.7M
Whipplewood Advisors, LLC 0.88% Add +6.2% 31,429 $1.7M
Stock Yards Bank & Trust Co. 0.05% Add +58.6% 31,368 $1.7M
Stonebridge Financial Planning Group, LLC 0.62% Add +2.0% 31,267 $1.7M
Bahl & Gaynor LLC 0.01% Reduce -2.0% 31,232 $1.7M
Roth Financial Partners LLC 0.58% Reduce -14.3% 31,162 $1.7M
Global Assets Advisory, LLC 0.48% Add +14.6% 31,096 $1.7M
Severin Investments, LLC 1.44% Add +7.5% 31,096 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -14.3% 31,005 $1.7M
James Investment Research, Inc. 0.19% Add +12.1% 30,980 $1.7M
Per Stirling Capital Management, LLC. 0.18% Add +25.5% 30,885 $1.7M
C2C Wealth Management, LLC 1.41% Reduce -1.6% 30,877 $1.7M
Gridiron Partners, LLC 1.02% Reduce -1.0% 30,866 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Add +7.5% 30,725 $1.7M
Fiduciary Financial Group, LLC 0.22% Add +2.0% 30,809 $1.7M
Lord & Richards Wealth Management, LLC 1.46% Add +2.5% 30,762 $1.7M
Princeton Global Asset Management LLC 0.27% Reduce -2.3% 30,730 $1.7M
Fca Corp. 0.47% Add +1.2% 30,708 $1.7M
Brooklyn Investment Group 0.05% Add +24.6% 30,688 $1.7M
Evolve Private Wealth, LLC 0.09% New 30,631 $1.7M
Endeavor Private Wealth, Inc. 0.47% Add +49.5% 30,623 $1.7M
May Hill Capital, LLC 0.42% Reduce -1.4% 30,611 $1.7M
Hughes Financial Services, LLC 0.25% Reduce -0.8% 30,577 $1.7M
Independent Financial Group, LLC 0.04% Reduce -5.7% 30,514 $1.6M
Sowell Financial Services LLC 0.06% Reduce -12.6% 30,379 $1.6M
Bedel Financial Consulting, Inc. 0.19% Reduce -0.0% 30,356 $1.6M
Moors & Cabot, Inc. 0.07% Add +24.9% 30,252 $1.6M
Trust Co. of Toledo NA 0.15% No change 30,210 $1.6M
Summit Wealth Group LLC / Co. 0.17% Add +41.7% 30,177 $1.6M
Cushing Capital Partners, LLC 1.25% Reduce -13.8% 30,101 $1.6M
Cypress Wealth Services, LLC 0.23% Reduce -5.8% 30,027 $1.6M
Afg Fiduciary Services Limited Partnership 0.95% Add +2.6% 29,965 $1.6M
Braun-Bostich & Associates Inc. 1.01% Reduce -5.4% 29,869 $1.6M
Founders Financial Securities LLC 0.09% Reduce -0.2% 28,566 $1.6M
Rosenberg Matthew Hamilton 0.33% Add +1.7% 29,768 $1.6M
Argent Advisors, Inc. 0.44% Add +425.9% 29,683 $1.6M
Stokes Family Office, LLC 0.17% Reduce -17.8% 29,616 $1.6M
Flagship Harbor Advisors, LLC 0.07% Reduce -1.0% 29,589 $1.6M
IHT Wealth Management, LLC 0.04% Add +12.2% 29,514 $1.6M
ESL Trust Services, LLC 0.30% Add +7.0% 29,496 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.31% Add +4.5% 29,386 $1.6M
Steinberganna Wealth Management 0.76% Add +50.7% 29,348 $1.6M
Occidental Asset Management, LLC 0.19% Add +65.1% 29,276 $1.6M
Ofc Financial Planning, LLC 1.55% Reduce -0.1% 29,249 $1.6M
JT Stratford LLC 0.20% Add +11.3% 29,207 $1.6M
Friday Financial 0.54% Reduce -0.7% 29,114 $1.6M
Mechanics Financial Corp 0.66% Reduce -3.4% 29,037 $1.6M
WealthShield Partners, LLC 0.17% Add +1.9% 29,043 $1.6M
Compass Capital Corp. /Ma/ 0.56% Reduce -0.6% 25,850 $1.6M
Peoples Bank 0.96% New 28,825 $1.6M
Sovereign Investment Advisors, LLC 0.33% No change 28,670 $1.5M
Hassell Wealth Management, LLC 0.52% Add +0.1% 28,613 $1.5M
Cambridge Capital Management, LLC 0.66% Add +0.8% 28,480 $1.5M
Palatine Hill Wealth Management, LLC 1.34% Reduce -1.3% 28,459 $1.5M
Spartan Wealth Advisory Services LLC 0.13% — 28,438 $1.5M
Winthrop Partners - WNY, LLC 0.82% Add +0.5% 28,423 $1.5M
Conservest Capital Advisors, Inc. 0.14% Reduce -0.0% 28,402 $1.5M
Elevation Point Wealth Partners, LLC 0.04% Add +309.5% 28,401 $1.5M
Park Edge Advisors, LLC 0.35% Add +43.1% 28,380 $1.5M
United Financial Planning Group LLC 0.90% Reduce -4.7% 28,297 $1.5M
Keel Point, LLC 0.10% Add +1.1% 28,222 $1.5M
Factory Mutual Insurance Co. 0.02% No change 28,100 $1.5M
Old Peak Finance LLC 0.89% No change 28,055 $1.5M
Allen Capital Group, LLC 0.14% Reduce -0.8% 28,019 $1.5M
Awm Capital, LLC 0.14% New 27,903 $1.5M
Chapin Davis, Inc. 0.34% Reduce -1.1% 27,889 $1.5M
Elgethun Capital Management 0.25% Reduce -0.5% 27,853 $1.5M
First Nebraska Trust Co 0.14% Add +0.7% 27,821 $1.5M
MidFirst Bank 0.12% Reduce -2.4% 27,816 $1.5M
Hantz Financial Services, Inc. 0.02% Add +11.6% 27,814 $1.5M
Carret Asset Management, LLC 0.15% Add +0.9% 27,799 $1.5M
Continuum Advisory, LLC 0.14% Reduce -0.7% 27,769 $1.5M
Crusonia Wealth Advisors LLC 0.31% Reduce -1.1% 27,763 $1.5M
Rockwood Wealth Management, LLC 0.11% Reduce -0.5% 27,707 $1.5M
Encompass Wealth Advisors, LLC 0.52% Add +1.3% 27,557 $1.5M
Swmg, LLC 0.42% Reduce -5.8% 27,484 $1.5M
Choate Investment Advisors 0.03% Add +121.0% 27,399 $1.5M
Crestwood Advisors Group, LLC 0.02% Add +3.1% 27,392 $1.5M
BCS Wealth Management 0.30% Reduce -46.3% 27,359 $1.5M
Granite Investment Partners, LLC 0.09% Reduce -6.8% 27,336 $1.5M
Marks Group Wealth Management, Inc 0.14% No change 27,160 $1.5M
Seldon Capital LP 0.54% No change 27,148 $1.5M
Petersen Hastings Wealth Advisors Inc. 0.13% Add +0.5% 27,034 $1.5M
Vernal Point Advisors, LLC 0.59% No change 27,023 $1.5M
Sightline Wealth Advisors, LLC 0.62% Reduce -0.8% 26,955 $1.5M
Evermay Wealth Management LLC 0.16% Reduce -0.3% 26,951 $1.5M
Phillips Financial Management, LLC 0.11% Reduce -14.4% 26,915 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.44% No change 26,911 $1.5M
SP Asset Management LLC 0.13% No change 26,753 $1.4M
Viewpoint Capital Management LLC 0.68% Add +0.0% 26,741 $1.4M
C M Bidwell & Associates Ltd. 0.67% Add +7.0% 26,738 $1.4M
Advyzon Investment Management, LLC 0.13% Add +52.0% 26,718 $1.4M
OneAscent Financial Services LLC 0.08% Add +17.8% 26,701 $1.4M
Morton Brown Family Wealth, LLC 0.38% Reduce -2.6% 26,659 $1.4M
Mayflower Financial Advisors, LLC 0.17% Add +9.3% 26,589 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 26,518 $1.4M
Certified Advisory Corp 0.13% Reduce -3.8% 26,518 $1.4M
First National Bank & Trust Co. of Newtown 0.31% Reduce -8.8% 26,520 $1.4M
Plan Group Financial, LLC 0.34% Reduce -39.6% 26,506 $1.4M
Saxon Interests, Inc. 0.49% New 26,505 $1.4M
Inscription Capital, LLC 0.15% Add +49.6% 26,497 $1.4M
Valpey Financial Services, LLC 0.93% Reduce -4.8% 26,442 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -11.7% 26,357 $1.4M
QRG Capital Management, Inc. 0.01% Add +55.9% 26,312 $1.4M
Retirement Investment Advisors, Inc. 0.11% Add +0.1% 26,427 $1.4M
Smart Portfolios, LLC 1.41% Add +0.9% 26,208 $1.4M
Topsail Wealth Management, LLC 0.21% Reduce -9.5% 26,108 $1.4M
Highland Capital Management, LLC 0.07% No change 26,097 $1.4M
DV Trading LLC 0.13% Add +124.1% 26,000 $1.4M
Lebenthal Global Advisors, LLC 0.20% New 25,966 $1.4M
Shepherd Financial Partners LLC 0.13% Add +7.6% 25,904 $1.4M
McClarren Financial Advisors, Inc. 0.83% Add +336.0% 25,901 $1.4M
LPWM LLC 0.35% Reduce -89.4% 25,777 $1.4M
Cornerstone Financial Management LLC 1.28% Add +8.4% 25,773 $1.4M
Capital Asset Managemnet, LLC 1.57% Reduce -9.3% 25,757 $1.4M
Novem Group 0.16% Add +0.2% 25,570 $1.4M
Hubbell Strickland Wealth Management, LLC 0.55% Add +174.8% 25,564 $1.4M
Charter Oak Capital Management, LLC 0.11% Reduce -0.1% 25,488 $1.4M
FC Advisory LLC 0.40% Reduce -6.9% 25,465 $1.4M
Windsor Capital Management, LLC 0.41% Reduce -10.4% 25,420 $1.4M
Greenfield Savings Bank 0.59% Add +16.3% 25,405 $1.4M
Narus Financial Partners, LLC 0.36% Reduce -2.0% 25,389 $1.4M
Aspen Investment Management Inc 0.42% Add +9.7% 25,369 $1.4M
Asset Management Group, Inc. 0.22% Reduce -2.8% 25,310 $1.4M
Sunesis Advisors, LLC 0.62% Reduce -0.1% 25,195 $1.4M
Donalies Financial Planning, LLC 1.16% Add +9.6% 25,140 $1.4M
Busey Bank 0.04% Add +7.6% 25,082 $1.4M
Riverbridge Partners LLC 0.03% Add +0.5% 25,027 $1.4M
GAM Holding AG 0.12% Reduce -19.4% 25,000 $1.4M
Valley Wealth Managers, Inc. 0.09% Reduce -9.3% 24,922 $1.3M
Financially in Tune, LLC 1.16% Add +4.8% 24,874 $1.3M
Sax Wealth Advisors, LLC 0.06% Reduce -3.9% 24,881 $1.3M
NBT Bank, N.A. 0.09% Reduce -4.3% 24,688 $1.3M
My Personal CFO, LLC 0.58% Add +0.2% 24,647 $1.3M
Diversified Portfolios, Inc. 0.11% Reduce -0.3% 24,582 $1.3M
Acorn Wealth Advisors, LLC 0.39% Add +0.3% 24,559 $1.3M
Red Door Wealth Management, LLC 0.14% Add +0.3% 24,536 $1.3M
Dynamic Wealth Strategies, LLC 0.77% Add +3.9% 24,514 $1.3M
Autumn Glory Partners, LLC 0.49% Reduce -0.4% 24,481 $1.3M
LongView Wealth Management 0.33% Add +3.1% 22,817 $1.3M
Black Diamond Financial, LLC 0.14% Add +1.4% 24,435 $1.3M
DeLarme Wealth Management, Inc. 0.85% Add +1.9% 24,370 $1.3M
Squire Investment Management Company, LLC 0.37% Add +8.1% 24,353 $1.3M
Exchange Bank 0.91% Add +167.1% 24,177 $1.3M
Disciplined Investors, L.L.C. 0.77% Add +29.5% 24,076 $1.3M
Obsidian Cio, LLC 1.16% Add +31.8% 24,001 $1.3M
Pitcairn Wealth Advisors LLC 0.12% No change 24,126 $1.3M
World Equity Group, Inc. 0.34% Reduce -2.8% 24,575 $1.3M
Bragg Financial Advisors, Inc 0.04% Add +3.9% 23,939 $1.3M
Stembrook Asset Management, LLC 1.26% Add +0.4% 23,875 $1.3M
Trust Point Inc. 0.11% Reduce -69.8% 23,809 $1.3M
John G Ullman & Associates Inc. 0.17% No change 23,800 $1.3M
Chemistry Wealth Management LLC 0.23% No change 23,799 $1.3M
Kintra Wealth, LLC 0.09% Add +302.9% 23,786 $1.3M
Roof Eidam Maycock Peralta, LLC 0.29% Add +3.4% 23,714 $1.3M
Verus Capital Partners, LLC 0.09% Add +24.2% 23,646 $1.3M
Madden Advisory Services, Inc. 0.50% Add +4.3% 23,617 $1.3M
F&V Capital Management, LLC 0.27% Add +2.8% 23,585 $1.3M
Burke & Herbert Bank & Trust Co. 0.35% Reduce -0.7% 23,589 $1.3M
Security Benefit Life Insurance Co. 0.67% Reduce -15.5% 23,500 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -1.0% 23,497 $1.3M
Arbor Wealth Advisors LLC 0.89% No change 23,489 $1.3M
McHugh Group, LLC 0.75% Add +52.9% 23,269 $1.3M
North Dallas Bank & Trust Co. 0.85% No change 23,255 $1.3M
Stewardship Advisors, LLC 0.29% Reduce -91.3% 23,234 $1.3M
Tufton Capital Management 0.23% Add +11.8% 23,088 $1.2M
Altura Wealth Advisors Inc. 0.54% Reduce -52.2% 23,059 $1.2M
Barings LLC 0.02% No change 22,940 $1.2M
Boston Trust Walden Corp 0.01% Reduce -85.0% 22,889 $1.2M
Pennington Partners & Co., LLC 0.42% Add +62.5% 22,836 $1.2M
Kiley Juergens Wealth Management, LLC 0.22% Reduce -0.8% 22,795 $1.2M
Studio Investment Management LLC 0.22% Reduce -4.7% 22,758 $1.2M
Appleton Partners Inc. 0.09% No change 22,687 $1.2M
Colter Lewis Investment Partners LLC 1.15% Add +189.1% 22,660 $1.2M
Topor & Co. Korea 1.04% Add +44.6% 22,651 $1.2M
Finley Financial, LLC 0.57% No change 22,645 $1.2M
Seaside Wealth Management, Inc. 0.34% Reduce -0.9% 22,495 $1.2M
Neuberger Berman Group LLC 0.00% Add +11.0% 22,485 $1.2M
WASHINGTON TRUST Co 0.04% Reduce -5.8% 22,469 $1.2M
Great Point Wealth Advisors, LLC 0.22% Reduce -15.6% 22,413 $1.2M
Sequent Planning LLC 0.29% Add +35.5% 22,387 $1.2M
Financial Management Professionals, Inc. 0.14% No change 22,373 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -6.1% 22,353 $1.2M
Simplicity Wealth,LLC 0.07% Reduce -10.3% 22,330 $1.2M
Legacy Bridge, LLC 0.46% Add +15.9% 22,196 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Add +0.3% 22,080 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Add +0.8% 22,007 $1.2M
Hickory Point Bank & Trust 0.78% Reduce -0.7% 21,994 $1.2M
Beam Wealth Advisors, Inc. 0.30% New 21,977 $1.2M
Balentine LLC 0.05% Reduce -2.9% 21,960 $1.2M
Curry Webb Wealth Management LLC 0.56% Reduce -0.4% 21,911 $1.2M
Perissos Private Wealth Management, LLC 1.03% Reduce -69.3% 21,884 $1.2M
J2 Capital Management Inc 0.81% Add +12.1% 21,865 $1.2M
Trilogy Capital Inc. 0.05% Add +17.0% 21,844 $1.2M
McDonald Partners LLC 0.28% Add +151.8% 21,834 $1.2M
Meridian Investment Counsel Inc. 0.28% Add +0.1% 21,766 $1.2M
First Financial Corp. 0.46% Reduce -3.7% 21,532 $1.2M
Goldstone Financial Group, LLC 0.13% New 21,442 $1.2M
Twin Tree Management, LP 0.24% New 21,439 $1.2M
LaSalle St. Investment Advisors, LLC 0.16% Add +57.4% 21,416 $1.2M
Fisher Asset Management 0.00% Reduce -17.4% 21,319 $1.2M
CWC Advisors, LLC. 0.55% Add +3.6% 21,314 $1.2M
First American Bank 0.07% Reduce -2.2% 21,295 $1.2M
Integrated Investment Consultants, LLC 0.24% Reduce -0.3% 21,277 $1.2M
Western Wealth Management, LLC 0.04% Add +64.6% 21,249 $1.1M
Keudell/Morrison Wealth Management 0.23% Add +3.2% 21,225 $1.1M
55 North Private Wealth, LLC 0.29% Add +19.4% 21,164 $1.1M
WCG Wealth Advisors LLC 0.03% Add +14.9% 21,123 $1.1M
Sovran Advisors, LLC 0.09% Add +13.1% 19,363 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% No change 21,092 $1.1M
Trace Wealth Advisors, LLC 0.85% Reduce -3.4% 21,070 $1.1M
DGS Capital Management, LLC 0.19% Add +32.1% 21,014 $1.1M
Seeds Investor LLC 0.15% New 19,536 $1.1M
StoneX Group Inc. 0.06% Reduce -35.5% 20,932 $1.1M
HSBC Holdings PLC 0.00% Add +7.9% 20,925 $1.1M
Stablepoint Partners, LLC 0.17% Add +1.9% 20,830 $1.1M
Palisade Asset Management, LLC 0.11% Add +0.8% 20,693 $1.1M
Voisard Asset Management Group, Inc. 0.24% Reduce -0.1% 20,592 $1.1M
Cadent Capital Advisors, LLC 0.29% Add +53.0% 20,547 $1.1M
Bison Wealth, LLC 0.11% Add +7.8% 18,521 $1.1M
Interchange Capital Partners, LLC 0.35% Add +4.6% 24,497 $1.1M
Mairs & Power Inc. 0.01% New 20,515 $1.1M
Spinnaker Trust 0.06% Reduce -3.1% 20,502 $1.1M
First Interstate Bank 0.06% Add +10.7% 20,496 $1.1M
Index Technologies Group LLC 1.21% Add +55.5% 20,470 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.35% Add +7.6% 20,468 $1.1M
Atlatl Advisers LLC 0.82% Reduce -73.5% 20,446 $1.1M
Eagle Bay Advisors LLC 0.97% Reduce -82.4% 20,348 $1.1M
Ariel Investments 0.01% New 20,245 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 20,181 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -98.0% 20,114 $1.1M
Pictet North America Advisors SA 0.11% Reduce -42.9% 20,060 $1.1M
Twin Peaks Wealth Advisors, LLC 0.27% Add +115.1% 20,042 $1.1M
CogentBlue Wealth Advisors, LLC 0.72% Reduce -0.2% 19,943 $1.1M
Gold Investment Management Ltd. 0.33% Reduce -0.2% 19,920 $1.1M
Downshift Financial, LLC 0.56% Add +40.0% 18,528 $1.1M
DF Dent & Co. Inc. 0.02% Reduce -0.1% 19,896 $1.1M
Baldwin Wealth Partners LLC 0.08% Add +5.6% 19,719 $1.1M
Renaissance Technologies 0.00% Reduce -84.0% 19,670 $1.1M
Debussy Capital Management LP 0.15% Reduce -1.3% 19,607 $1.1M
Rf&l Wealth Management, LLC 0.79% Reduce -3.1% 19,578 $1.1M
Long Road Investment Counsel, LLC 0.41% Add +4.4% 19,500 $1.1M
ATLas Financial Planning LLC 0.94% Reduce -0.1% 19,412 $1.0M
Tower Bridge Advisors 0.10% New 19,371 $1.0M
Wellspring Financial Advisors, LLC 0.08% New 19,361 $1.0M
Rydar Equities, Inc. 0.81% Add +2.6% 19,333 $1.0M
Ifrah Financial Services, Inc. 0.27% Reduce -3.7% 19,176 $1.0M
Midwestern Financial, LLC 0.82% Reduce -31.9% 19,170 $1.0M
LVM Capital Management Ltd. 0.10% Add +43.7% 19,125 $1.0M
Roberts Glore & Co. Inc. 0.28% No change 18,994 $1.0M
Investment Advisory Group, LLC 0.26% Reduce -4.2% 18,937 $1.0M
Grove Street Fiduciary, LLC 0.45% Reduce -7.5% 18,911 $1.0M
Fortis Capital Advisors, LLC 0.13% Add +19.9% 18,909 $1.0M
Jacobi Capital Management LLC 0.06% Add +29.4% 18,907 $1.0M
Kaizen Financial Strategies 0.43% No change 17,544 $1.0M
Gryphon Financial Partners LLC 0.11% Reduce -0.1% 18,834 $1.0M
Lynx Investment Advisory 0.49% Add +16.8% 18,832 $1.0M
Astra Wealth Partners LLC 0.64% Reduce -0.6% 18,764 $1.0M
Archer Investment Corp 0.22% Reduce -19.9% 18,740 $1.0M
Quadrature Capital Ltd 0.01% New 18,669 $1.0M
Veery Capital, LLC 0.31% Add +0.5% 18,655 $1.0M
Synergy Asset Management, LLC 0.11% Add +31.7% 18,641 $1.0M
Cannon Financial Strategists, Inc. 0.13% Add +2.5% 18,623 $1.0M
Barrett & Company, Inc. 0.35% Reduce -1.0% 18,569 $1.0M
Peoples Financial Services Corp. 0.47% Add +3.1% 18,508 $1.0M
NorthStar Asset Management LLC 0.48% Reduce -0.6% 18,494 $1000K
Mill Creek Capital Advisors, LLC 0.02% Reduce -0.5% 18,491 $999K
Essex Financial Services, Inc. 0.06% Add +2.7% 18,488 $999K
Beacon Financial Advisory LLC 0.23% Add +4.8% 18,448 $997K
Cordgrass Capital Advisors, LLC 0.23% Add +42.9% 18,407 $995K
Factor Wealth Management LTD 0.19% Reduce -12.2% 18,337 $991K
Golden Bell Financial Planning LLC 0.79% Reduce -0.5% 18,303 $989K
Qube Research & Technologies Ltd 0.00% Add +241.8% 18,186 $983K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.4% 18,155 $981K
Peak Financial Management, Inc. 0.25% Add +0.1% 18,154 $981K
Squarepoint Ops LLC 0.00% Reduce -88.9% 18,114 $979K
High Net Worth Advisory Group LLC 0.23% Add +3.5% 18,113 $979K
Aureum Wealth Management, LLC 0.68% Add +7.5% 18,028 $974K
Richardson Financial Services Inc. 0.61% Reduce -2.4% 17,997 $973K
MSH Capital Advisors LLC 0.21% Add +61.0% 17,932 $969K
BridgePort Financial Solutions, LLC 0.27% Add +22.4% 17,909 $968K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.12% No change 17,900 $967K
Wernau Asset Management Inc. 1.00% Add +0.4% 17,782 $961K
Essex LLC 0.17% Add +0.7% 17,777 $961K
Trek Financial, LLC 0.05% Add +20.2% 17,741 $959K
Washington Trust Advisors, Inc. 0.08% Add +4.5% 17,733 $958K
Canandaigua National Trust Co of Florida 0.77% Reduce -6.2% 17,628 $953K
Shakespeare Wealth Management, LLC 0.23% Reduce -1.3% 17,600 $951K
Clarion Wealth Managment Partners, LLC 0.86% Add +0.7% 17,568 $950K
Glassman Wealth Services 0.13% Reduce -5.0% 17,524 $947K
SGL Investment Advisors, Inc. 0.36% Add +13.1% 15,638 $944K
Global Wealth Management Investment Advisory, Inc. 0.15% Reduce -4.3% 17,412 $941K
Parkside Investments, LLC 0.11% Reduce -0.3% 17,410 $941K
Montecito Bank & Trust 0.15% Add +15.8% 17,349 $938K
Twin Lakes Capital Management, LLC 0.43% Reduce -6.2% 17,347 $938K
Cohen Investment Advisors LLC 0.44% Add +8.2% 17,291 $935K
Medallion Wealth Advisors, LLC 0.30% Reduce -1.7% 17,220 $931K
Hilltop Holdings Inc. 0.08% Reduce -42.7% 17,215 $930K
Saranac Partners Ltd 0.40% Reduce -47.7% 11,154 $930K
Eukles Asset Management 0.41% Add +4.2% 17,197 $929K
Triad Wealth Partners, LLC 0.07% Reduce -2.6% 17,174 $928K
National Philanthropic Trust 0.01% No change 17,142 $927K
Disciplina Capital Management LLC 0.10% No change 17,084 $923K
Sidoxia Capital Management, LLC 0.80% — 17,055 $922K
Causey Wealth LLC 0.39% Reduce -3.8% 17,053 $922K
RCS Financial Planning, LLC 0.48% Reduce -4.8% 16,999 $919K
Lam Group, Inc. 0.50% Add +12.6% 16,897 $913K
Darden Wealth Group Inc 0.47% Add +106.3% 16,884 $913K
Cloud Capital Management, LLC 0.40% Add +22.6% 16,906 $912K
Redwood Investment Management, LLC 0.11% Reduce -3.1% 16,867 $912K
VestGen Investment Management 0.50% Reduce -6.0% 16,800 $908K
Everett Harris & Co. 0.01% Reduce -1.8% 16,774 $907K
Baxter Bros Inc. 0.11% Reduce -5.6% 16,719 $904K
Curated Wealth Partners LLC 0.11% No change 16,709 $903K
Prudent Man Advisors, LLC 0.27% Reduce -21.2% 14,203 $901K
Transamerica Financial Advisors, LLC 0.08% Add +56.6% 16,597 $897K
J. Derek Lewis & Associates Inc. 0.20% Add +5.1% 16,560 $895K
Financial Freedom, LLC 0.45% Reduce -34.8% 16,556 $895K
Prosperity Planning, Inc. 0.32% Add +9.2% 16,497 $892K
2UniFi Bank 0.43% Add +6.5% 16,418 $887K
Platform Technology Partners 0.17% Add +8.8% 16,368 $885K
Plum Street Advisors, LLC 0.31% Add +1.1% 16,343 $883K
Integrity Investment Advisors, LLC 0.48% Add +9.9% 16,320 $882K
Cassady Wealth & Retirement Planning, LLC 0.46% Reduce -2.5% 14,956 $881K
Aquire Wealth Advisors, LLC 0.23% Reduce -4.8% 16,299 $881K
Gould Asset Management LLC 0.15% Reduce -3.0% 16,285 $880K
Genesis Private Wealth, LLC 0.28% Reduce -17.9% 16,280 $880K
Florida Trust Wealth Management Co 0.02% Add +22.6% 16,246 $878K
BOS Asset Management, LLC 0.23% Reduce -2.2% 16,232 $877K
Ashton Thomas Securities, LLC 0.11% Reduce -0.5% 16,141 $872K
Pillar Financial Advisors, LLC 0.51% Reduce -6.1% 16,120 $871K
Wealth Care LLC 0.77% — 16,103 $870K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -3.8% 16,075 $869K
Wiregrass Investment Management LLC 0.71% No change 15,934 $861K
Jim Saulnier & Associates, LLC 0.42% Add +17.8% 15,917 $860K
Glen Eagle Advisors, LLC 0.12% Reduce -5.3% 15,888 $859K
Revolve Wealth Partners, LLC 0.11% Reduce -1.8% 15,865 $858K
Marshall Financial Group, LLC 0.14% Reduce -48.4% 15,800 $854K
Sherman Wealth Management LLC 0.73% Add +4.4% 15,800 $854K
Mustard Seed Financial, LLC 0.51% Reduce -4.9% 15,759 $852K
Hikari Tsushin, Inc. 0.06% No change 15,745 $851K
PFG Investments, LLC 0.04% Add +14.4% 15,744 $851K
Chokshi & Queen Wealth Advisors, Inc 0.45% No change 15,723 $850K
W1M Asset Management Ltd 0.01% Reduce -28.7% 15,716 $849K
L.K. Benson & Company, P.C. 0.28% No change 15,596 $843K
Hurley Capital, LLC 0.45% Reduce -0.1% 15,575 $842K
Strategic Financial Services, Inc. 0.04% Add +18.5% 15,550 $840K
Rainey & Randall Wealth Advisors Inc. 0.14% Reduce -1.2% 15,532 $840K
Bigelow Investment Advisors, LLC 0.34% Reduce -7.5% 15,520 $839K
Bayban 0.73% No change 15,495 $838K
McLean Asset Management Corp 0.15% Add +0.1% 15,449 $835K
Cambridge Financial Group, LLC 0.28% Reduce -9.1% 15,422 $834K
Lazard Asset Management LLC 0.00% Reduce -55.8% 15,413 $833K
Waller Financial Planning Group, Inc. 0.18% Reduce -7.1% 15,403 $833K
1015 Capital Partners, LLC 0.81% Add +34.5% 15,391 $832K
PKS Advisory Services, LLC 0.19% Add +2.2% 15,315 $828K
Quent Capital, LLC 0.06% Reduce -1.0% 15,114 $817K
Visionary Wealth Advisors 0.04% Add +14.2% 15,067 $814K
Affinity Capital Advisors, LLC 0.11% Add +0.4% 15,022 $812K
Alvarez & Marsal Private Wealth Partners, LLC 0.11% Add +72.9% 15,016 $812K
CX Institutional 0.02% Reduce -14.2% 14,982 $810K
Obermeyer Wealth Partners 0.04% Reduce -5.7% 14,935 $807K
Monograph Wealth Advisors, LLC 0.08% No change 14,856 $803K
Fulton Bank, N.A. 0.03% Add +3.3% 14,852 $803K
Net Worth Advisory Group 0.17% Add +4.2% 14,808 $800K
Tilson Financial Group, Inc. 0.24% Reduce -5.0% 14,783 $799K
Stevens Capital Partners 0.19% Add +9.6% 14,771 $798K
Cape Ann Savings Bank 0.40% Reduce -25.4% 14,741 $797K
BBR Partners, LLC 0.04% Add +7.3% 14,656 $792K
Aaron Wealth Advisors LLC 0.05% No change 14,542 $786K
Kingswood Wealth Advisors, LLC 0.04% Add +24.1% 14,540 $786K
Halbert Hargrove Global Advisors, LLC 0.04% Add +0.7% 14,519 $785K
Rossby Financial, LCC 0.16% Add +169.9% 14,366 $779K
Boston Family Office LLC 0.05% Add +39.0% 14,376 $777K
DecisionPoint Financial, LLC 0.17% Reduce -2.5% 14,364 $776K
ASO GROUP Ltd 0.33% No change 14,366 $776K
Austin Asset Management Co Inc 0.13% No change 14,319 $774K
Cohen Capital Management, Inc. 0.12% Add +0.1% 14,279 $772K
L & S Advisors Inc 0.10% Reduce -23.5% 14,242 $770K
Missouri Trust & Investment Co 0.23% Reduce -1.1% 14,218 $768K
Ironwood Investment Counsel, LLC 0.11% No change 14,111 $763K
Opinicus Capital, Inc. 0.54% Add +2.9% 14,103 $762K
Cura Wealth Advisors, LLC 0.34% No change 14,016 $758K
Alamar Capital Management, LLC 0.46% Add +37.2% 13,992 $756K
D.B. Root & Company, LLC 0.18% New 13,989 $756K
JMN Financial LLC 0.74% Add +1.1% 13,969 $755K
Boston Research & Management Inc. 0.18% No change 13,964 $755K
Portside Wealth Group, LLC 0.10% Add +163.8% 13,961 $755K
Insigneo Advisory Services, LLC 0.05% Reduce -17.7% 13,954 $754K
Plan A Wealth LLC 0.36% Reduce -12.8% 13,895 $751K
Gibbs Wealth Management 0.10% New 13,890 $751K
Richard P Slaughter Associates Inc 0.16% Reduce -11.0% 13,882 $750K
Goldstein Advisors, LLC 0.08% Reduce -10.9% 13,861 $749K
Columbia Asset Management 0.14% No change 13,834 $748K
HTG Investment Advisors, Inc. 0.21% No change 13,806 $746K
Forum Financial Management, LP 0.01% Add +12.1% 13,783 $745K
Destiny Wealth Partners, LLC 0.08% Add +133.1% 13,741 $743K
Montag A & Associates Inc. 0.03% Reduce -2.2% 13,738 $743K
IAG Wealth Partners, LLC 0.08% Reduce -9.7% 13,692 $740K
Morling Financial Advisors, LLC 0.23% Reduce -8.8% 13,691 $740K
HBW Advisory Services LLC 0.08% Add +5.9% 13,686 $740K
Equita Financial Network, Inc. 0.23% Add +1.8% 13,671 $739K
Gilpin Wealth Management, LLC 0.58% No change 13,650 $738K
Carrera Capital Advisors 0.11% Add +0.8% 13,642 $737K
Indivisible Partners 0.07% Add +26.7% 13,614 $737K
Goelzer Investment Management, Inc. 0.04% Reduce -33.6% 13,607 $735K
Ade, LLC 0.35% Add +9.4% 13,580 $734K
Golden State Wealth Management, LLC 0.08% Add +0.7% 13,534 $732K
Dearborn Partners LLC 0.04% Add +50.2% 13,531 $731K
Keystone Financial Group 0.05% Reduce -0.6% 13,072 $727K
Wealthspan Partners, LLC 0.26% Add +5.7% 13,440 $726K
Key Financial Inc 0.13% Add +6.8% 13,432 $726K
Quantum Financial Advisors, LLC 0.08% No change 13,428 $726K
Grandfield & Dodd, LLC 0.04% Add +0.7% 13,402 $724K
Putney Financial Group LLC 0.73% New 13,397 $724K
Invesco Ltd. 0.00% Reduce -9.1% 13,385 $723K
Nautilus Advisors LLC 0.50% Add +1.8% 13,384 $723K
Weik Capital Management 0.29% No change 13,375 $723K
Capital Management Associates, Inc 0.16% Add +1.6% 13,367 $722K
Liberty Wealth Management LLC 0.09% Reduce -3.8% 13,364 $722K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +28.5% 13,357 $722K
Red Reef Advisors LLC 0.75% Add +13.9% 13,341 $721K
WFA of San Diego, LLC 0.58% Reduce -27.3% 13,323 $720K
Atlas Brown,Inc. 0.22% Reduce -2.2% 13,311 $719K
Hazlett, Burt & Watson, Inc. 0.22% Add +62.0% 13,166 $714K
Fort Washington Investment Advisors Inc. 0.00% Add +19.5% 13,200 $713K
NorthLanding Financial Partners, LLC 0.57% Reduce -1.2% 13,173 $712K
Westmount Partners, LLC 0.18% Add +1.0% 13,160 $711K
Five Oceans Advisors 0.26% Reduce -0.6% 13,125 $709K
Stordahl Capital Management, Inc. 0.15% Reduce -1.8% 13,109 $709K
American Financial & Tax Strategies Inc. 0.34% Reduce -0.1% 13,035 $705K
River Wealth Advisors LLC 0.08% No change 13,019 $704K
Moneco Advisors, LLC 0.05% Add +16.1% 13,009 $703K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -2.6% 12,990 $702K
Perspective Wealth Advisors LLC 0.45% Reduce -15.1% 12,936 $699K
Total Clarity Wealth Management, Inc. 0.16% Add +1.2% 12,935 $699K
True Link Financial Advisors, LLC 0.04% Add +2.5% 12,878 $696K
Gross & Hartman Investments LLC 0.36% Reduce -7.4% 12,874 $696K
City Center Advisors, LLC 0.64% Add +0.1% 12,843 $694K
Wealth Architects, LLC 0.06% Reduce -1.3% 12,834 $694K
Icon Wealth Advisors, LLC 0.04% Add +34.1% 11,922 $692K
Schwartz Investment Counsel Inc. 0.02% No change 12,792 $691K
North Capital, Inc. 0.58% No change 12,767 $690K
Arcadia Investment Management Corp. 0.12% Add +1.0% 12,761 $690K
Harbour Capital Advisors, LLC 0.13% Reduce -0.7% 11,712 $688K
Asset One Wealth Management LLC 0.08% Add +102.1% 11,763 $685K
GMO 0.00% New 12,635 $683K
Sage Capital Advisors,llc 0.16% Reduce -1.1% 12,580 $680K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +12.2% 12,544 $678K
GEN Financial Management, INC. 0.42% Add +0.4% 12,527 $677K
Rehmann Capital Advisory Group 0.04% Reduce -8.7% 12,526 $677K
Emerald Advisors, LLC 0.08% Add +1.9% 12,481 $675K
Private Wealth Management Group, LLC 0.18% Reduce -0.2% 12,426 $672K
Lincoln Capital LLC 0.13% Reduce -0.0% 12,452 $671K
First Hawaiian Bank 0.09% Reduce -56.4% 12,388 $670K
Radnor Capital Management, LLC 0.10% No change 12,360 $668K
Lakeridge Wealth Management LLC 0.29% Add +12.2% 12,352 $668K
White Pine Capital LLC 0.18% No change 12,202 $660K
Warren Street Wealth Advisors, LLC 0.17% Reduce -0.9% 12,190 $659K
GeoWealth Management, LLC 0.02% Reduce -0.4% 12,184 $659K
Jaffetilchin Investment Partners, LLC 0.04% Add +6.8% 12,177 $658K
Whitegate Investment Counselors, Inc. 0.21% Add +1.0% 12,165 $658K
Nikulski Financial, Inc. 0.16% New 12,117 $655K
LexAurum Advisors, LLC 0.09% — 12,113 $655K
Cornerstone Planning Group LLC 0.09% Reduce -2.4% 11,027 $655K
Firestone Capital Management 0.14% Reduce -2.7% 12,064 $652K
Tradition Wealth Management, LLC 0.05% Add +1.7% 12,053 $651K
Axis Wealth Partners, LLC 0.34% Add +3.5% 12,004 $649K
Level Four Advisory Services, LLC 0.02% Add +23.3% 11,952 $646K
Capital Investment Advisory Services, LLC 0.05% Add +10.8% 11,950 $646K
Signet Financial Management, LLC 0.07% Reduce -10.8% 11,913 $644K
PAX Financial Group, LLC 0.11% Reduce -78.8% 11,911 $644K
Cora Capital Advisors LLC 0.21% No change 11,906 $643K
Alpha Omega Wealth Management LLC 0.10% Add +0.0% 11,888 $643K
Legacy PCG, LLC 3.50% Reduce -89.2% 11,883 $642K
TRB Wealth Management, LLC 0.09% — 11,871 $642K
Sterling Investment Advisors, Ltd. 0.12% Reduce -3.3% 11,828 $639K
Galilei Investment Office LLP 0.33% Add +73.3% 11,825 $639K
Glass Jacobson Investment Advisors llc 0.22% Reduce -4.5% 11,787 $637K
Silver Grove Financial Group, Inc. 0.51% Add +0.4% 11,712 $633K
Heirloom Wealth Management 0.11% New 11,680 $631K
Cozad Asset Management Inc. 0.05% No change 11,528 $623K
Impact Capital Partners LLC 0.19% Add +22.9% 11,502 $622K
Collective Family Office LLC 0.14% Reduce -35.0% 11,500 $622K
Dimension Capital Management LLC 0.09% Add +46.1% 11,474 $620K
One Wealth Advisors, LLC 0.08% Reduce -25.3% 11,469 $620K
Cannell & Spears LLC 0.01% No change 11,441 $618K
Gradient Capital Advisors, LLC 0.16% Reduce -15.2% 11,431 $618K
Clientfirst Wealth Management, LLC 0.52% Add +2.2% 11,430 $618K
Entrewealth, LLC 0.28% Reduce -7.4% 11,377 $615K
Caldwell Trust Co 0.05% Add +5.1% 11,353 $614K
Berkeley Capital Partners, LLC 0.14% Reduce -9.0% 11,310 $611K
New Republic Capital, LLC 0.21% No change 11,309 $611K
SKY-Mountain Capital Management, Inc. 0.44% Add +3.9% 11,309 $611K
Stratos Investment Management, LLC 0.02% Add +0.9% 11,305 $611K
Clifford Swan Investment Counsel LLC 0.02% Add +1.8% 11,301 $611K
Tenon Financial LLC 0.24% Add +2.9% 11,171 $604K
Romano Brothers and Company 0.07% Add +0.1% 11,147 $602K
Sharper & Granite LLC 0.21% Add +10.1% 11,115 $601K
Michels Family Financial, LLC 0.43% Reduce -2.0% 11,115 $601K
Guardian Financial Partners, LLC 0.25% Reduce -3.8% 11,101 $600K
Estate Counselors, LLC 0.05% Reduce -5.9% 11,090 $599K
Live Oak Private Wealth LLC 0.08% No change 11,069 $598K
Duncker Streett & Co. Inc. 0.11% Add +24.4% 11,052 $597K
Vaughan David Investments LLC 0.01% Reduce -0.9% 11,035 $596K
Baker Boyer National Bank 0.18% Reduce -4.5% 11,017 $595K
49 Wealth Management, LLC 0.04% Add +25.4% 11,014 $595K
Advisortrust Partners, LLC 0.25% New 11,010 $595K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +24.6% 10,944 $592K
Boltwood Capital Management 0.15% No change 10,938 $591K
Webster Bank, N. A. 0.06% No change 10,859 $587K
Milestone Asset Management Group, LLC 0.34% Add +2.1% 10,801 $584K
Spectrum Strategic Capital Management, LLC 0.31% Add +3.8% 10,796 $584K
Arista Wealth Management, LLC 0.07% Add +9.6% 10,795 $583K
Vista Capital Partners, Inc. 0.06% Reduce -16.4% 10,772 $582K
Citrine Capital LLC 0.25% Add +27.2% 10,766 $582K
Ascentis Independent Advisors 0.04% Add +49.0% 10,763 $582K
Prosperity Consulting Group, LLC 0.03% Reduce -5.4% 10,748 $581K
Owen LaRue, LLC 0.22% Reduce -13.7% 10,725 $580K
ETF Portfolio Partners, Inc. 0.15% No change 10,723 $580K
Next Capital Management LLC 0.18% Add +7.8% 10,720 $579K
Sterling Capital Management LLC 0.01% No change 10,709 $579K
Alliance Wealth Advisors, LLC 0.27% No change 10,707 $579K
Essex Bank 0.13% Reduce -9.0% 10,696 $578K
Buck Wealth Strategies, LLC 0.07% Reduce -6.6% 10,668 $577K
Colorado Capital Management, Inc. 0.21% Add +3.8% 10,659 $576K
Note Advisors, LLC 0.29% Add +7.5% 10,647 $575K
Black Cypress Capital Management, LLC 0.41% Add +5.2% 10,644 $575K
WealthCollab, LLC 0.24% Reduce -12.7% 10,613 $574K
Peak Asset Management, LLC 0.10% Reduce -1.0% 10,585 $572K
LRI Investments, LLC 0.05% No change 10,548 $570K
Peirce Capital Management, LLC 0.22% Reduce -2.2% 10,547 $570K
Motco 0.05% Reduce -11.6% 10,542 $570K
Foguth Wealth Management, LLC. 0.07% Add +5.0% 9,510 $569K
Rothschild Capital Partners, LLC 0.14% Add +15.6% 10,506 $568K
Optimist Retirement Group LLC 0.25% Add +6.4% 10,472 $566K
PUREfi Wealth, LLC 0.37% Reduce -8.9% 10,419 $563K
Geometric Wealth Advisors 0.07% Add +66.4% 10,415 $563K
Carmel Capital Partners, LLC 0.20% Add +36.2% 10,374 $561K
GWN Securities Inc. 0.11% Add +1.1% 10,366 $560K
Freestate Advisors LLC 0.45% Add +7.9% 10,366 $560K
M3 Advisory Group, LLC 0.35% Add +0.8% 10,358 $560K
Stratos Wealth Advisors, LLC 0.03% Reduce -81.1% 10,336 $559K
Archer Investment Management, LLC 0.23% New 10,308 $557K
McCarter Private Wealth Services LLC 0.24% No change 10,256 $554K
Welch Group, LLC 0.02% Reduce -34.5% 10,227 $553K
MBA Advisors LLC 0.21% No change 10,219 $552K
Indiana Trust & Investment Management Co 0.17% No change 10,204 $552K
Sound Income Strategies, LLC 0.03% Add +20.1% 10,155 $550K
Pekin Hardy Strauss, Inc. 0.06% No change 10,171 $550K
Sawgrass Asset Management LLC 0.08% No change 10,141 $548K
KLCM Advisors, Inc. 0.05% Add +1.6% 10,129 $547K
SeaBridge Investment Advisors LLC 0.09% Reduce -9.0% 10,119 $547K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $547K
1607 Capital Partners, LLC 0.04% New 10,100 $546K
Wick Capital Partners, LLC 0.10% Reduce -2.3% 10,074 $545K
Town Capital LLC 0.44% Reduce -14.2% 10,060 $544K
Tillman Hartley LLC 0.14% Reduce -1.1% 10,052 $543K
MMBG Investment Advisors Co. 0.05% Reduce -2.3% 9,990 $540K
Sentinel Advisory Group, LLC 0.26% — 9,980 $539K
5T Wealth, LLC 0.21% Add +0.6% 9,957 $538K
Luminvest Wealth Management LLC 0.14% Add +0.0% 9,937 $537K
Sendero Wealth Management, LLC 0.06% Add +4.2% 9,902 $535K
Zacks Investment Management 0.00% Add +7.0% 9,900 $535K
Daybright Advisory Services, Inc. 0.15% Add +50.2% 9,898 $535K
Founders Financial Alliance, LLC 0.10% Reduce -7.0% 9,876 $534K
MeadowBrook Investment Advisors LLC 0.48% Reduce -0.5% 9,871 $534K
PCM Encore, LLC 0.11% Reduce -51.1% 9,853 $533K
ETF Store, Inc. 0.52% Add +4.0% 9,852 $533K
J.Safra Asset Management Corp 0.03% No change 9,841 $532K
SeaCrest Wealth Management, LLC 0.06% Add +33.5% 9,827 $531K
Ceera Investments, LLC 0.23% Add +5.9% 9,825 $531K
Syverson Strege & Co 0.13% No change 9,807 $530K
Emprise Bank 0.21% Reduce -0.2% 9,788 $529K
Coordinated Financial Services, Inc. 0.31% Add +4.7% 9,782 $529K
RiverFront Investment Group, LLC 0.01% Add +33.9% 9,772 $528K
Buckhead Capital Management LLC 0.20% No change 9,752 $527K
Evernest Financial Advisors, LLC 0.11% No change 8,957 $526K
Baker Ellis Asset Management LLC 0.06% Reduce -1.0% 9,732 $526K
Urban Financial Advisory Corp 0.19% Add +24.5% 9,718 $525K
Balanced Rock Investment Advisors LLC 0.37% Add +2.7% 9,689 $524K
Etesian Wealth Advisors, Inc. 0.17% Reduce -2.3% 9,671 $523K
Burton Enright Welch 0.07% Add +0.2% 9,660 $522K
3Chopt Investment Partners, LLC 0.12% Reduce -0.1% 9,624 $520K
Athena Investment Management 0.27% Add +9.0% 9,614 $520K
Larch Capital Partners LLC 0.08% No change 9,604 $519K
Southland Equity Partners LLC 0.10% Reduce -74.8% 9,571 $517K
LOM Asset Management Ltd 0.15% Add +25.2% 9,565 $517K
Portland Financial Advisors Inc 1.07% Add +1.0% 9,544 $516K
Evergreen Wealth Management, LLC 0.27% Add +3.3% 9,532 $515K
Pioneer Wealth Management Group 0.14% Reduce -4.1% 9,527 $515K
Client 1ST Advisory Group, LLC 0.16% No change 9,517 $514K
Essential Planning, LLC. 0.16% Reduce -2.7% 9,515 $514K
Somerset Trust Co 0.16% Add +15.7% 9,509 $514K
Align Financial, LLC 0.29% Reduce -98.2% 9,455 $511K
Holos Integrated Wealth LLC 0.26% Reduce -1.8% 9,431 $510K
Cape Investment Advisory, Inc. 0.17% Add +4.5% 9,424 $509K
True North Advisors, LLC 0.06% Add +4.7% 9,392 $508K
Meredith Wealth Planning 0.14% Reduce -2.3% 9,368 $506K
TIAA Wealth Investment Management LLC 0.00% — 9,645 $506K
Tailwinds Wealth, LLC 1.24% Reduce -50.4% 9,348 $505K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.4% 9,261 $501K
Evolution Wealth Advisors, LLC 0.05% Add +10.7% 9,257 $500K
Seven Mile Advisory 0.36% Reduce -57.7% 9,189 $497K
Well Done, LLC 0.07% Add +18.0% 9,180 $496K
ARK & TLK Investments, LLC 0.13% Reduce -0.8% 9,156 $495K
Forthright Family Wealth Advisory LLC 0.33% Add +117.4% 11,814 $493K
Tiemann Investment Advisors, LLC 0.19% Reduce -2.5% 9,125 $493K
Parkwoods Wealth Partners, LLC 0.12% Reduce -0.4% 9,118 $493K
Liberty Atlantic Advisors LLC 0.42% Reduce -3.6% 9,096 $492K
Bank of Marin 0.36% Add +5.1% 9,043 $489K
CVA Family Office, LLC 0.05% Add +29.3% 9,042 $489K
GM Advisory Group, LLC 0.02% Add +120.1% 9,031 $488K
Morton Capital Management LLC 0.07% Reduce -14.4% 9,026 $488K
Sagespring Wealth Partners, LLC 0.01% Add +75.0% 9,024 $488K
Beaird Harris Wealth Management, LLC 0.03% Reduce -37.1% 8,942 $483K
Probity Advisors, Inc. 0.08% Reduce -0.7% 8,919 $482K
American Institute for Advanced Investment Management, LLP 0.31% Add +64.2% 8,878 $480K
EJMK Ventures LLC 0.27% Reduce -31.1% 8,851 $478K
Councilmark Asset Management, LLC 0.27% No change 8,840 $478K
Bridgewater Advisors Inc. 0.03% Reduce -4.1% 7,968 $478K
Sonoma Private Wealth LLC 0.59% Add +5.8% 8,835 $478K
Clearstead Trust, LLC 0.08% Reduce -17.9% 8,792 $475K
Murphy & Mullick Capital Management Corp 0.35% No change 8,789 $475K
Mma Asset Management LLC 0.17% Add +14.4% 8,771 $474K
Sharkey, Howes & Javer 0.06% Reduce -31.3% 8,760 $473K
Aprio Wealth Management, LLC 0.03% Add +78.6% 8,738 $472K
Great Hill Capital LLC 0.30% Add +76.6% 8,735 $472K
Sloy Dahl & Holst, LLC 0.06% Add +6.5% 8,728 $472K
Atlanta Consulting Group Advisors, LLC 0.10% Add +2.5% 8,724 $472K
Oarsman Capital, Inc. 0.06% Reduce -6.1% 8,691 $470K
Baldwin Investment Management, LLC 0.05% No change 8,688 $470K
Quadrant Private Wealth Management, LLC 0.07% Reduce -1.2% 8,666 $468K
American Capital Advisory, LLC 0.19% Add +20.5% 8,658 $468K
Smith Shellnut Wilson LLC 0.20% New 8,653 $468K
Mirador Capital Partners LP 0.07% Reduce -91.9% 8,649 $468K
Curi Capital, LLC 0.01% Reduce -4.4% 8,643 $467K
Financial Perspectives, Inc 0.13% Add +1.6% 8,632 $467K
Cooper/Haims Advisors, LLC 0.22% Add +0.8% 8,620 $466K
Wescott Financial Advisory Group, LLC 0.04% Reduce -9.8% 8,606 $465K
Select Asset Management & Trust 0.15% Reduce -38.7% 8,600 $465K
Klingenstein Fields & Co. LP 0.02% No change 8,603 $465K
Aua Capital Management, LLC 0.24% Add +13.2% 8,595 $465K
TriaGen Wealth Management LLC 0.13% No change 8,558 $463K
Vawter Financial, Ltd. 0.19% Add +0.3% 8,516 $460K
Proactive Wealth Strategies LLC 0.09% New 8,509 $460K
Security National Bank of So Dak 0.22% Add +7.3% 8,476 $458K
Flputnam Investment Management Co. 0.01% Reduce -28.9% 8,476 $458K
Focused Alpha, LLC 0.14% Reduce -4.5% 8,469 $458K
KG Capital Management 0.33% Reduce -13.4% 8,466 $458K
Sun Group Wealth Partners 0.36% New 8,458 $457K
Ridgewood Investments LLC 0.19% — 8,457 $457K
St. Clair Advisors, LLC 0.12% Add +9.3% 8,442 $456K
Forza Wealth Management, LLC 0.16% Add +0.3% 8,424 $455K
Stirlingshire Investments, Inc. 0.40% Reduce -0.3% 8,418 $455K
Sage Investment Counsel LLC 0.50% Add +0.8% 8,389 $453K
Hill Island Financial LLC 0.11% No change 8,383 $453K
Mayfair Advisory Group, LLC 0.16% Add +0.6% 8,382 $453K
Harmony Asset Management LLC 0.14% New 8,373 $453K
Horizons Wealth Management 0.30% Reduce -4.3% 8,359 $452K
Pallas Capital Advisors LLC 0.02% Reduce -24.4% 8,333 $450K
Petix & Botte Co 0.20% Reduce -50.4% 8,292 $448K
First National Trust Co 0.02% New 8,258 $446K
Charis Legacy Partners, LLC 0.65% Reduce -1.6% 8,216 $444K
GAMMA Investing LLC 0.02% Reduce -2.7% 8,194 $443K
Smith Salley Wealth Management 0.02% No change 8,192 $443K
Mendel Money Management 0.18% Add +87.3% 8,157 $441K
Quantify Chaos Advisors, LLC 1.37% Add +16.2% 8,133 $440K
Advisor Resource Council 0.17% Reduce -74.8% 8,113 $439K
S.A. Mason LLC 0.16% Add +71.1% 8,078 $437K
Ascentis Wealth Management, LLC 0.09% Reduce -26.0% 8,077 $437K
Ketron Financial 0.16% Reduce -0.3% 8,046 $435K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.2% 8,034 $434K
Uptown Financial Advisors LLC 0.35% No change 8,026 $434K
Benchmark Financial, LLC 0.39% Add +19.6% 8,025 $434K
Partners Capital Investment Group, LLP 0.02% No change 8,017 $433K
Kirtland Hills Capital Management, LLC 0.14% Add +0.8% 7,377 $433K
JTC Employer Solutions Trustee Ltd 0.04% No change 8,020 $433K
Abacus Wealth Partners, LLC 0.04% Reduce -2.1% 7,997 $432K
Brown Financial Advisory 0.21% New 7,990 $432K
Capstone Wealth Management Group LLC 0.27% Add +10.9% 7,981 $431K
Safe Harbor Family Capital, LLC 0.34% Reduce -11.4% 7,952 $430K
ABLE Financial Group, LLC 0.08% No change 7,938 $429K
Pinnacle Financial Group, LLC / IL 0.12% Reduce -7.6% 7,904 $427K
Dover Advisors, LLC 0.18% Reduce -12.1% 7,902 $427K
Liberty Square Wealth Partners LLC 0.12% Reduce -41.1% 7,876 $426K
Optima Capital LLC 0.20% Reduce -0.1% 7,864 $425K
Americana Partners, LLC 0.01% Add +1.5% 7,833 $423K
Briggs Wealth Management, Inc 0.45% New 7,827 $423K
Thompson Siegel & Walmsley LLC 0.01% No change 7,818 $423K
Belleair Asset Management, LLC 0.39% Reduce -6.0% 7,826 $423K
Melfa Wealth Management, Inc. 0.24% Reduce -0.1% 7,826 $423K
Gambit Capital Management, LLC 0.30% Reduce -4.9% 7,787 $421K
Colton Groome Financial Advisors, LLC 0.12% Reduce -0.4% 7,787 $421K
Archvest Wealth Advisors, Inc. 0.27% Add +13.7% 7,784 $421K
Intergy Private Wealth, LLC 0.12% No change 7,775 $420K
Stelac Advisory Services LLC 0.09% New 7,770 $420K
Fiduciary Alliance LLC 0.03% Add +21.7% 7,228 $420K
Montis Financial, LLC 0.09% Add +22.0% 7,750 $419K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -29.2% 7,737 $418K
Clarity Wealth Advisors, LLC 0.09% Add +5.0% 7,737 $418K
TCV Trust & Wealth Management, Inc. 0.04% Add +42.3% 7,727 $418K
Clearwave Capital, LLC 0.29% Add +10.4% 7,727 $418K
Pinney & Scofield, Inc. 0.22% Reduce -5.3% 7,700 $416K
Guyasuta Investment Advisors Inc. 0.02% Reduce -0.1% 7,695 $416K
EnRich Financial Partners LLC 0.11% Reduce -0.5% 7,691 $416K
SMH Capital Advisors Inc. 1.17% No change 7,686 $415K
Capital Squared Financial LLC 0.32% New 7,682 $415K
Fee-Only Financial Planning, L.C. 0.25% No change 7,640 $413K
Approach Retirement Advisors, LLC 0.34% Add +6.0% 7,624 $412K
Inlight Wealth Management, LLC 0.15% Reduce -0.2% 69,987 $412K
OFS Enterprise LLC 0.12% — 7,619 $412K
Clarendon Private LLC 0.32% Add +21.6% 7,609 $411K
Jeppson Wealth Management, LLC 0.13% Add +0.7% 7,608 $411K
BWM Planning, LLC 0.11% No change 7,607 $411K
Cambria Investment Management, L.P. 0.02% Reduce -9.0% 7,607 $411K
Destination Wealth Management 0.01% New 7,600 $411K
Ameliora Wealth Management Ltd. 0.13% Add +52.0% 7,600 $411K
Integris Wealth Management, LLC 0.09% No change 7,573 $409K
TPG Advisors LLC 0.25% Add +5.6% 7,508 $406K
Forefront Wealth Partners, LLC 0.17% Add +10.1% 7,506 $406K
Pitti Group Wealth Management, LLC 0.33% Add +6.4% 7,500 $405K
Summit Financial Wealth Advisors, LLC 0.06% No change 7,479 $404K
Causeway Capital Management LLC 0.01% Reduce -87.7% 7,469 $404K
Dana Investment Advisors, Inc. 0.01% Reduce -0.9% 7,460 $403K
Norway Savings Bank 0.19% Reduce -3.1% 7,447 $403K
DKM Wealth Management, Inc. 0.29% No change 7,446 $402K
VeraBank, N.A. 0.07% Add +0.5% 7,430 $402K
LCM Capital Management Inc 0.20% Add +1.8% 7,427 $401K
Apollon Financial, LLC 0.06% Add +19.9% 7,415 $401K
Nottingham Advisors, Inc. 0.05% Reduce -0.5% 7,399 $400K
Arsenal Capital Advisors LLC 0.29% Add +55.5% 7,395 $400K
Marino, Stram & Associates LLC 0.07% Add +0.4% 7,393 $400K
Advisors Capital Management, LLC 0.00% Add +12.4% 7,361 $398K
McIlrath & Eck, LLC 0.03% Add +3.0% 7,352 $397K
Independent Wealth Network Inc. 0.12% Add +11.6% 7,308 $395K
Hamilton Wealth, LLC 0.08% No change 7,294 $394K
Flagstar Securities, Inc. 0.14% Reduce -36.1% 7,287 $394K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% Add +1.4% 7,275 $393K
Goepper Burkhardt LLC 0.13% Reduce -0.6% 7,258 $392K
Accel Wealth Management 0.10% Reduce -6.4% 7,249 $392K
Telos Capital Management, Inc. 0.04% Reduce -6.5% 7,242 $391K
Financial Alternatives, Inc 0.21% No change 7,239 $391K
Silver Oak Advisory Group, Inc. 0.17% Add +7.2% 7,206 $389K
Granite Bay Wealth Management, LLC 0.08% New 7,158 $387K
Ironwood Wealth Management, LLC. 0.11% Add +0.4% 7,140 $386K
Livet Wealth, LLC 0.25% Reduce -0.4% 7,138 $386K
LCNB Corp. 0.13% No change 7,134 $386K
LJI Wealth Management, LLC 0.06% Reduce -12.6% 7,130 $385K
Wealth Management Nebraska 0.04% Reduce -0.5% 7,129 $385K
Stillwater Private Wealth, LLC 0.33% — 7,140 $385K
Planning Directions Inc. 0.19% Add +40.0% 7,115 $385K
Matisse Capital 0.16% No change 7,107 $384K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.3% 7,084 $383K
Cedarwood Wealth LLC 0.39% Reduce -2.2% 7,068 $382K
Lodestone Wealth Management LLC 0.15% No change 7,054 $381K
Torrey Growth & Income Advisors 0.16% Reduce -37.7% 6,046 $381K
Robinhood Asset Management, LLC 0.03% Reduce -4.3% 6,995 $378K
Capital Planning LLC 0.12% Reduce -9.3% 6,955 $376K
Post Resch Tallon Group Inc. 0.30% Reduce -3.8% 6,899 $375K
Macroview Investment Management LLC 0.26% Add +14.9% 6,930 $375K
Evelyn Partners Asset Management Ltd 0.09% No change 6,883 $372K
Mystic Asset Management, Inc. 0.09% Add +17.0% 6,881 $372K
Townsquare Capital LLC 0.08% Reduce -25.9% 6,855 $371K
Asset Advisory Group, Inc. 0.18% Add +26.9% 6,822 $369K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Reduce -18.0% 6,820 $369K
Fidelity D & D Bancorp Inc. 0.15% No change 6,815 $368K
Patton Albertson Miller Group, LLC 0.04% No change 6,810 $368K
Millstone Evans Group, LLC 0.22% Add +12.8% 6,796 $367K
Virtue Capital Management, LLC 0.06% Reduce -3.0% 7,005 $367K
First Financial Bank - Trust Division 0.03% Add +0.1% 6,780 $366K
Rubicon Advisors, GP 0.33% No change 6,732 $364K
William Mack & Associates, Inc. 0.21% Reduce -41.8% 6,715 $363K
Resources Management Corp. /CT/ 0.05% Add +6.0% 6,671 $361K
SlateStone Wealth, LLC 0.03% No change 6,688 $361K
Twin City Private Wealth, LLC 0.27% Add +1.1% 6,640 $359K
Curran Financial Partners, LLC 0.06% Reduce -1.1% 6,639 $359K
Legacy Financial Group LLC 0.05% No change 6,633 $359K
RAM Investment Partners, LLC 0.06% Reduce -0.1% 6,604 $357K
Sankala Group LLC 0.29% No change 6,697 $354K
RDA Financial Network 0.09% Reduce -0.1% 6,534 $353K
First PREMIER Bank 0.08% Add +0.1% 6,525 $353K
True Vision MN LLC 0.18% Reduce -49.4% 6,526 $353K
Greenwood Gearhart LLC 0.02% New 6,512 $352K
Libra Wealth LLC 0.10% Reduce -11.5% 6,489 $351K
Alexander Randolph Advisory, Inc. 0.30% No change 6,483 $350K
Sage Mountain Advisors LLC 0.02% Add +3.6% 6,472 $350K
MJT & Associates Financial Advisory Group, Inc. 0.26% No change 6,461 $349K
FAS Wealth Partners, Inc. 0.02% Add +2.4% 6,457 $349K
Security National Bank of Sioux City Iowa 0.21% Add +19.3% 6,451 $349K
Nomura Asset Management Co. Ltd. 0.00% Add +93.9% 6,400 $346K
Laffer Tengler Investments, Inc. 0.06% No change 6,397 $346K
Stanley-Laman Group, Ltd. 0.04% New 6,390 $345K
Tudor Investment Corporation 0.00% Reduce -94.2% 6,378 $345K
Sterling Financial Planning, Inc. 0.10% Reduce -3.2% 6,351 $343K
American State Bank (Iowa) 0.16% Add +5.0% 6,340 $343K
IPG Investment Advisors LLC 0.06% New 6,333 $342K
Integrity Advisory Solutions, LLC 0.04% Add +30.9% 6,309 $341K
IVC Wealth Advisors LLC 0.15% Add +15.7% 6,308 $341K
State Street Corp. 0.00% Add +2.0% 6,295 $340K
Confluence Wealth Services, Inc. 0.01% No change 6,295 $340K
Accredited Investors Inc. 0.02% Add +16.2% 6,290 $340K
Caliber Wealth Management, LLC / KS 0.04% No change 6,255 $338K
Investmark Advisory Group LLC 0.14% Reduce -1.8% 6,241 $337K
Cogent Private Wealth, Inc. 0.24% Add +47.1% 6,238 $337K
Private Capital Management, LLC 0.03% Add +20.3% 6,225 $336K
Hippocratic Financial Advisors, LLC 0.15% Add +63.7% 6,217 $336K
Cynosure Group, LLC 0.04% No change 6,217 $336K
Hansen & Associates Financial Group, Inc. 0.18% Reduce -79.2% 6,235 $336K
Montgomery Investment Management Inc. 0.11% No change 6,200 $335K
Neumann Capital Management, LLC 0.10% Reduce -1.6% 6,200 $335K
Bourgeon Capital Management LLC 0.06% New 6,198 $335K
SG Americas Securities, LLC 0.00% New 6,191 $335K
Forum Private Client Group LLC 0.11% No change 6,193 $335K
Perennial Investment Advisors, LLC 0.03% Add +14.0% 6,192 $335K
Asset Allocation Strategies LLC 0.06% Reduce -88.8% 6,185 $334K
Laurel Oak Wealth Management, LLC 0.06% Reduce -3.3% 6,178 $334K
Cottage Street Advisors LLC 0.14% No change 6,177 $334K
Segment Wealth Management, LLC 0.02% New 6,160 $333K
TFB Advisors LLC 0.17% Reduce -34.2% 6,158 $333K
Broadleaf Partners, LLC 0.08% Reduce -5.3% 6,131 $331K
Quotient Wealth Partners, LLC 0.01% Reduce -1.0% 6,126 $331K
Anchor Investment Management, LLC 0.03% Add +2.3% 6,125 $331K
Spinnaker Investment Group, LLC 0.07% Reduce -19.9% 6,121 $331K
Patten & Patten Inc. 0.02% No change 6,120 $331K
Elser Financial Planning, Inc 0.02% Reduce -12.4% 6,151 $329K
Canal Capital Management, LLC 0.04% New 6,084 $329K
Carnegie Investment Counsel 0.01% No change 6,063 $328K
Potomac Fund Management Inc. 0.01% Reduce -3.1% 6,061 $328K
Mosaic Advisors LLC 0.49% New 5,551 $328K
Cypress Point Wealth Management, LLC 0.07% Reduce -9.7% 6,047 $327K
Pension & Wealth Management Advisors, Inc. 0.10% Reduce -0.8% 6,043 $327K
KKM Financial LLC 0.06% No change 6,077 $327K
PW Nova Financial Services LLC 0.09% Add +21.6% 6,044 $327K
Independent Wealth Advisors LLC 0.32% No change 6,044 $327K
Common Fund for Nonprofit Organizations 0.03% Reduce -34.6% 6,035 $326K
Bond & Devick Financial Network, Inc. 0.09% Reduce -0.8% 6,031 $326K
Strait & Sound Wealth Management LLC 0.12% No change 5,969 $323K
NWF Advisory Services Inc. 0.04% Add +5.8% 5,931 $321K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -0.1% 5,923 $320K
Longview Financial Advisors LLC 0.17% Reduce -0.1% 5,915 $320K
Finward Bancorp 0.26% Reduce -3.0% 5,910 $319K
Accurate Wealth Management, LLC 0.04% Reduce -0.2% 5,623 $319K
Strategic Wealth Partners, Ltd. 0.02% Reduce -3.1% 5,868 $317K
Index Fund Advisors, Inc. 0.01% Add +3.8% 5,866 $317K
Integral Investment Advisors, Inc. 0.08% No change 5,862 $317K
Madison Asset Management, LLC 0.00% No change 5,851 $316K
Trifecta Capital Advisors, LLC 0.05% No change 5,848 $316K
Riverview Capital Advisers, LLC 0.11% No change 5,846 $316K
Evergreen Private Wealth LLC 0.13% Add +0.7% 5,828 $315K
Strategic Advisory Partners, LLC 0.25% Reduce -0.6% 5,800 $313K
Teachers Insurance & Annuity Association of America 0.39% No change 5,748 $311K
Cornerstone Advisors Asset Management, LLC 0.05% Add +1.2% 5,710 $309K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $309K
Valtinson Bruner Financial Planning LLC 0.08% New 5,703 $308K
Harbor Investment Advisory, LLC 0.02% Add +17.5% 5,699 $308K
Stage Harbor Financial, LLC 0.20% No change 5,695 $308K
Ballast Financial Advisors LLC 0.31% Reduce -2.2% 5,656 $306K
Wealth Dimensions Group, Ltd. 0.06% Add +5.8% 5,641 $305K
Meridian Wealth Advisors, LLC 0.04% New 5,641 $305K
Calton & Associates, Inc. 0.04% Reduce -24.3% 5,636 $305K
Prospera Capital Management, LLC 0.15% Add +4.7% 5,624 $304K
LFA - Lugano Financial Advisors SA 0.15% No change 5,621 $304K
Nicholas Wealth, LLC. 0.21% New 5,618 $304K
Fortitude Advisory Group L.L.C. 0.14% Add +12.5% 5,611 $303K
Gibraltar Capital Management, Inc. 0.05% Reduce -10.6% 5,610 $303K
Rare Wolf Capital LLC 0.20% No change 5,580 $302K
William Howard & Co Financial Advisors Inc 0.26% No change 5,578 $301K
Calamos Wealth Management LLC 0.01% No change 5,574 $301K
Calamos Advisors LLC 0.00% New 5,574 $301K
Trivium Point Advisory, LLC 0.05% Reduce -76.1% 5,557 $300K
New Harbor Financial Group, LLC 0.05% No change 5,551 $300K
Seed Wealth Management, Inc. 0.21% No change 5,550 $300K
Transcendent Capital Group LLC 0.14% Reduce -0.4% 5,536 $299K
Yoffe Investment Management, LLC 0.38% No change 5,529 $299K
Florida Financial Advisors, LLC 0.07% New 5,525 $299K
YHB Investment Advisors, Inc. 0.02% Reduce -1.0% 5,506 $298K
Primoris Wealth Advisors, LLC 0.21% No change 5,502 $297K
FSA Investment Group, LLC 0.12% New 5,495 $297K
Realta Investment Advisors 0.10% Add +9.3% 5,491 $297K
Meramec Financial Planners, LLC 0.12% Reduce -0.0% 5,019 $296K
Shufro Rose & Co. LLC 0.02% Reduce -41.6% 5,462 $295K
1832 Asset Management L.P. 0.00% Reduce -24.0% 5,456 $295K
Ruedi Wealth Management, Inc. 0.08% Reduce -7.1% 5,449 $295K
Crux Wealth Advisors 0.11% Reduce -0.5% 5,443 $294K
Jag Capital Management, LLC 0.03% No change 5,432 $294K
BluePrint Investing LLC 0.26% No change 5,431 $294K
Secure Asset Management, LLC 0.05% Reduce -32.0% 5,423 $293K
Thayer Financial, L.L.C. 0.30% Reduce -2.9% 5,422 $293K
Innova Wealth Partners 0.14% Reduce -86.6% 5,390 $291K
Swisher Financial Concepts, Inc. 0.16% Reduce -2.8% 5,360 $290K
Front Row Advisors LLC 0.10% No change 5,354 $289K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -28.2% 5,350 $289K
NTV Asset Management LLC 0.03% Add +32.2% 5,316 $287K
Rainier Family Wealth Inc. 0.19% Reduce -0.5% 5,308 $287K
DT Investment Partners, LLC 0.02% No change 5,276 $285K
Forbes J M & Co. LLP 0.02% New 5,274 $285K
Orgel Wealth Management, LLC 0.01% Reduce -3.5% 5,272 $285K
Biltmore Family Office, LLC 0.04% No change 5,269 $285K
Capital Advisors, Ltd. LLC 0.03% Add +23.3% 5,259 $284K
Latitude Advisors, LLC 0.13% Add +0.1% 5,254 $284K
Oakworth Capital, Inc. 0.01% No change 5,244 $283K
Cardinal Point Capital Management ULC 0.02% Add +16.7% 5,228 $283K
Advisor OS, LLC 0.02% New 5,220 $282K
Stanich Group LLC 0.21% Reduce -0.7% 5,216 $282K
Farnam Financial LLC 0.23% No change 5,207 $281K
Redmond Asset Management, LLC 0.08% No change 5,162 $279K
Villere St Denis J & Co. LLC 0.03% No change 5,153 $279K
Raleigh Capital Management Inc. 0.10% Reduce -11.3% 5,122 $277K
McMill Wealth Management 0.07% Reduce -1.9% 5,093 $275K
TruNorth Capital Management, LLC 0.05% New 5,090 $275K
Strategic Financial Concepts, LLC 0.07% New 4,912 $275K
Keebeck Wealth Management 0.03% Add +0.2% 5,084 $275K
EagleClaw Capital Managment, LLC 0.04% Add +13.4% 5,084 $275K
Dudley Capital Management, LLC 0.12% No change 5,074 $274K
Essential Partners LLC 0.09% Add +101.5% 5,069 $274K
Richard W. Paul & Associates, LLC 0.09% Reduce -5.4% 5,068 $274K
Team Hewins, LLC 0.08% No change 5,067 $274K
Retirement Planning Co of New England, Inc. 0.11% Add +4.1% 5,065 $274K
Cooper Financial Group 0.03% Reduce -1.4% 5,062 $274K
RHS Financial, LLC 0.13% Reduce -30.7% 5,055 $273K
Huntington National Bank 0.00% New 5,051 $273K
Fairman Group, LLC 0.23% Add +1.8% 5,043 $273K
PCG Asset Management, LLC 0.22% Add +13.5% 5,040 $272K
Benningfield Financial Advisors, LLC 0.21% Reduce -6.0% 5,037 $272K
Dunhill Financial, LLC 0.06% Add +115.7% 5,022 $272K
Community Bank & Trust, Waco, Texas 0.05% No change 5,022 $271K
Weitzel Financial Services, Inc. 0.10% Add +9.3% 4,995 $271K
Anchor Capital Advisors LLC 0.01% Reduce -16.9% 5,008 $271K
Capital Advisors Wealth Management, LLC 0.04% Add +0.2% 4,999 $270K
Olde Wealth Management, LLC 0.09% Reduce -2.3% 5,010 $270K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +5.3% 4,985 $269K
Westfuller Advisors, LLC 0.12% Add +3.6% 4,981 $269K
Breachway Investments LLC 0.26% No change 4,966 $269K
Millington Financial Advisors, LLC 0.11% Reduce -2.1% 4,563 $268K
Hollencrest Capital Management 0.01% Add +217.0% 4,945 $267K
Coastal Bridge Advisors, LLC 0.02% Add +2.9% 4,943 $267K
Sunpointe, LLC 0.09% Reduce -6.7% 4,938 $267K
Woodside Wealth Management LLC 0.21% Add +0.1% 4,936 $267K
Vantage Point Financial LLC 0.09% Reduce -1.4% 4,935 $267K
Asempa Wealth Advisors 0.23% Reduce -2.7% 4,906 $266K
Northstar Asset Management Inc. 0.08% No change 4,912 $265K
Colonial Trust Co / SC 0.04% No change 4,906 $265K
Bell Investment Advisors, Inc 0.04% Reduce -32.5% 4,895 $265K
Navigation Wealth Management, Inc. 0.95% Add +15.2% 4,869 $263K
Camden National Bank 0.04% Reduce -4.3% 4,867 $263K
Northbridge Financial Group, LLC 0.11% Reduce -1.0% 4,585 $262K
Insight Advisors, LLC/ PA 0.05% Reduce -2.2% 4,844 $262K
AAF Wealth Management, LLC 0.11% Reduce -2.4% 4,840 $262K
First Foundation Advisors 0.01% No change 4,834 $261K
Riverbend Wealth Management, LLC 0.16% Add +2.6% 4,824 $261K
Mosley Wealth Management 0.12% Add +0.0% 4,806 $260K
Godfrey Financial Associates, Inc. 0.22% Add +13.2% 4,817 $260K
Adirondack Trust Co. 0.09% Reduce -5.7% 4,809 $260K
WJ Financial Advisors LLC 0.21% New 4,804 $260K
Tennessee Valley Asset Management Partners 0.03% Add +1.1% 4,788 $259K
Hibernia Wealth Partners, LLC 0.08% No change 4,780 $258K
Sincerus Advisory, LLC 0.20% Add +4.0% 4,760 $257K
Hobbs Group Advisors, LLC 0.08% New 4,751 $257K
Eq LLC 0.07% Reduce -2.5% 4,735 $256K
AMG Asset Management Group, Inc. 0.20% New 4,719 $255K
Diversify Advisory Services, LLC 0.04% Reduce -98.0% 4,384 $255K
Brave Asset Management Inc. 0.06% New 4,709 $255K
Vickerman Investment Advisors, Inc. 0.05% Add +3.8% 4,701 $254K
Prasad Wealth Partners, LLC 0.07% New 4,689 $253K
Investor's Fiduciary Advisor Network, LLC 0.08% Reduce -96.6% 4,698 $253K
Tradewinds, LLC. 0.08% New 4,284 $253K
Fielder Capital Group LLC 0.05% No change 4,658 $252K
TFC Financial Management, Inc. 0.03% Reduce -11.8% 4,655 $252K
FPC Investment Advisory, Inc. 0.13% No change 4,256 $251K
Chico Wealth RIA 0.15% No change 4,645 $251K
Good Harbor Advisors, Inc. 0.27% No change 4,612 $249K
RKL Wealth Management LLC 0.02% No change 4,611 $249K
Pine Haven Investment Counsel, Inc 0.18% No change 4,609 $249K
Waystone Advisors LLC 0.22% New 4,591 $248K
Avalon Capital Management 0.07% Add +1.8% 4,587 $248K
Pacific Sage Partners, LLC 0.04% No change 4,570 $247K
Vestia Personal Wealth Advisors 0.12% Add +1.6% 4,565 $247K
Navigate Wealth Management, LLC 0.17% — 4,235 $247K
Coquina Private Wealth LLC 0.20% Add +12.8% 4,549 $246K
Anson Capital, Inc. 0.17% Add +0.1% 4,522 $244K
WPG Advisers, LLC 0.18% Reduce -7.9% 4,518 $244K
Fiduciary Family Office, LLC 0.07% No change 4,517 $244K
Arlington Trust Co LLC 0.02% Reduce -4.7% 4,507 $244K
Transcend Capital Advisors, LLC 0.02% New 4,501 $243K
Lewis Asset Management, LLC 0.10% New 4,499 $243K
West Michigan Advisors, LLC 0.05% New 13,000 $243K
FDx Advisors, Inc. 0.08% Add +1.7% 4,505 $243K
Burkett Financial Services, LLC 0.08% No change 4,492 $243K
West Paces Advisors Inc. 0.05% Reduce -13.6% 4,492 $243K
Versant Capital Management, Inc 0.02% Add +18.5% 4,477 $242K
Seneschal Advisors, LLC 0.18% Reduce -11.4% 4,472 $242K
Whalen Wealth Management Inc. 0.13% Reduce -22.7% 4,463 $241K
Bellwether Advisors, LLC 0.04% No change 4,455 $241K
Lighthouse Financial LLC 0.15% No change 4,450 $241K
JBR Co Financial Management Inc 0.10% No change 4,473 $240K
Caerus Investment Advisors, LLC 0.10% Add +4.6% 4,442 $240K
W Advisors, LLC 0.12% Reduce -1.8% 4,419 $239K
Private Wealth Group, LLC 0.11% No change 4,419 $239K
Barclays PLC 0.00% Reduce -84.6% 4,400 $238K
FMB Wealth Management 0.10% No change 4,396 $238K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -1.0% 4,383 $237K
Center For Asset Management LLC 0.12% Reduce -1.7% 4,365 $236K
First Merchants Corp. 0.01% Add +5.2% 4,362 $236K
Birchbrook, Inc. 0.12% No change 4,360 $236K
Quartz Partners, LLC 0.09% Reduce -13.9% 4,352 $235K
Fortress Financial Group, LLC 0.17% No change 4,345 $235K
Chicago Capital, LLC 0.01% No change 4,345 $235K
Basepoint Wealth LLC 0.13% Add +27.7% 4,343 $235K
East Coast Asset Management, LLC. 0.08% No change 4,337 $234K
Instrumental Wealth, LLC 0.14% Reduce -2.5% 4,325 $234K
Sunbelt Securities, Inc. 0.01% Add +1.8% 4,312 $233K
Traynor Capital Management, Inc. 0.01% New 4,434 $232K
Old Second National Bank of Aurora 0.05% Add +2.6% 4,299 $232K
SC&H Financial Advisors, Inc. 0.04% No change 4,294 $232K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,300 $232K
Droms Strauss Advisors Inc. /Mo/ 0.06% No change 4,280 $231K
Collaborative Wealth Managment Inc. 0.11% Reduce -12.4% 4,269 $231K
Haven Private, LLC 0.10% New 4,269 $231K
Five Pine Wealth Management 0.14% Reduce -3.9% 4,251 $230K
KFA Private Wealth Group, LLC 0.06% Add +3.9% 4,249 $230K
Peregrine Asset Advisers, Inc. 0.06% Add +2.1% 4,248 $230K
Invariant Investment Management 0.14% No change 4,064 $229K
Hengehold Capital Management LLC 0.02% Add +10.3% 4,242 $229K
WNY Asset Management, LLC 0.02% — 4,213 $228K
Tactive Advisors, LLC 0.06% Reduce -0.5% 4,211 $228K
Byrne Asset Management LLC 0.14% Reduce -2.8% 4,210 $228K
HHM Wealth Advisors, LLC 0.03% Add +2.7% 4,194 $227K
Maridea Wealth Management LLC 0.03% New 4,186 $226K
First Pacific Financial 0.03% Reduce -15.6% 4,183 $226K
Retirement Income Solutions, Inc. 0.04% No change 4,181 $226K
Wealth Alliance, LLC 0.02% Reduce -18.5% 4,179 $226K
Fragasso Financial Advisors Inc 0.01% No change 4,175 $225K
Semitam Bonam LLC 0.18% No change 4,171 $225K
Integrated Wealth Management 0.26% Reduce -0.8% 4,157 $225K
Powers Advisory Group, LLC 0.08% New 4,106 $222K
Pathfinder Wealth Consulting, Inc. 0.14% Reduce -14.4% 4,103 $222K
Legacy Wealth Managment, LLC 0.11% Add +151.1% 4,103 $222K
Cpwa, LLC 0.26% — 3,662 $221K
Waddell & Associates, LLC 0.01% Reduce -2.4% 4,088 $221K
Activest Wealth Management 0.04% Reduce -25.7% 4,080 $221K
Peak Wealth Management LLC 0.18% New 4,073 $220K
BCS Private Wealth Management, Inc. 0.07% New 4,072 $220K
Fund Advisors of America Inc 0.22% Reduce -0.6% 4,058 $219K
Evelyn Partners Investment Management LLP 0.01% Reduce -2.2% 4,020 $217K
Wallace Advisory Group, LLC 0.23% Reduce -4.7% 4,010 $217K
Corient IA LP 0.20% New 4,000 $216K
WealthTrust Axiom LLC 0.05% New 3,979 $215K
Wealthquest Corp 0.02% Reduce -8.8% 3,972 $215K
John W. Brooker & Co., CPAs 0.34% New 3,954 $214K
M Wealth Management, LLC 0.18% No change 3,952 $214K
Fortis Capital Management LLC 0.03% Reduce -10.7% 3,948 $213K
Redhawk Wealth Advisors, Inc. 0.02% No change 3,943 $213K
Camelot Technology Advisors, Inc. 0.16% No change 3,939 $213K
Sunburst Financial Group, LLC 0.04% Add +4.1% 3,910 $211K
Bogart Wealth, LLC 0.01% Add +0.4% 3,909 $211K
Ehrlich Financial Group 0.12% No change 3,901 $211K
Omega Financial Group, LLC 0.07% Reduce -0.7% 3,889 $210K
Almanack Investment Partners, LLC. 0.04% No change 3,886 $210K
Parisi Gray Wealth Management 0.05% Reduce -4.3% 3,882 $210K
Requisite Capital Management, LLC 0.04% No change 3,874 $209K
Shayne & Jacobs, LLC 0.06% No change 3,872 $209K
Trustco Bank Corp. N Y 0.19% New 3,862 $209K
Pettinga Financial Advisors LLC 0.04% Reduce -7.2% 3,858 $209K
Ahara Advisors LLC 0.17% Reduce -13.3% 3,858 $209K
Caldwell Sutter Capital, Inc. 0.08% Reduce -0.1% 3,854 $208K
Hidden Cove Wealth Management, LLC 0.13% Reduce -0.4% 3,830 $207K
Canvas Wealth Advisors, LLC 0.04% Reduce -21.0% 3,827 $207K
Smith Chas P & Associates Pa Cpas 0.01% No change 3,810 $206K
Independence Bank of Kentucky 0.03% Reduce -15.1% 3,807 $206K
Integrity Wealth Partners, LLC 0.18% — 3,804 $206K
Intellectus Partners, LLC 0.04% No change 3,796 $205K
Fonville Wealth Management LLC 0.04% New 3,785 $205K
LS Investment Advisors, LLC 0.03% New 3,777 $204K
Ballentine Capital Advisors, Inc 0.08% No change 3,765 $203K
Magnolia Private Wealth, LLC 0.14% Reduce -9.7% 3,764 $203K
Brio Consultants, LLC 0.02% New 3,424 $203K
Newman Dignan & Sheerar, Inc. 0.04% Reduce -15.2% 3,750 $203K
Cordatus Wealth Management LLC 0.05% No change 3,739 $202K
Sensible Money, LLC 0.06% New 3,738 $202K
Amplius Wealth Advisors, LLC 0.02% New 3,737 $202K
Tompkins Financial Corp. 0.02% Add +162.2% 3,733 $202K
Cornerstone Wealth Group, LLC 0.01% New 3,463 $202K
Skyline Advisors, Inc. 0.07% No change 3,727 $201K
Curtis Advisory Group, LLC 0.04% Reduce -2.4% 3,710 $201K
Wincap Financial LLC 0.13% New 3,706 $200K
Blodgett Wealth Advisors, LLC 0.16% New 3,702 $200K
Empire Life Investments Inc. 0.01% New 3,663 $199K
Piscataqua Savings Bank 0.14% Add +15.8% 3,674 $199K
Richards, Merrill & Peterson, Inc. 0.07% No change 3,628 $196K
Evensky & Katz LLC 0.01% Add +53.9% 3,587 $194K
Physician Wealth Advisors, Inc. 0.03% Add +1.4% 3,491 $189K
Pin Oak Investment Advisors Inc. 0.13% No change 3,485 $188K
Mascoma Wealth Management LLC 0.04% No change 3,447 $186K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +831.2% 3,315 $179K
SHP Wealth Management 0.01% Add +185.2% 3,285 $178K
Caitlin John, LLC 0.11% Reduce -19.2% 3,277 $177K
Kennebec Savings Bank 0.16% No change 3,269 $177K
Barnes Dennig Private Wealth Management LLC 0.17% Reduce -18.6% 3,206 $173K
Mondrian Investment Partners LTD 0.00% Add +57.3% 3,194 $173K
Addison Advisors LLC 0.04% Add +4.4% 3,176 $172K
Marin Bay Wealth Advisors, LLC 0.10% New 15,305 $171K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -6.8% 3,110 $168K
Rothschild Investment LLC 0.01% Add +0.2% 3,096 $167K
TrustBank 0.06% New 3,089 $167K
Wealth Science Advisors LLC 0.09% New 3,046 $164K
Security National Bank 0.02% No change 3,004 $162K
Delos Wealth Advisors, LLC 0.09% New 2,991 $162K
Noble Wealth Management PBC 0.08% Add +1.5% 2,901 $157K
Arkos Global Advisors 0.02% New 2,886 $156K
Roehl & Yi Investment Advisors, LLC 0.06% Add +62.7% 35,516 $156K
Tacita Capital Inc 0.09% No change 2,833 $153K
CKW Financial Group 0.02% No change 2,756 $149K
Keating Financial Advisory Services, Inc. 0.02% Add +6.2% 2,755 $149K
Cornerstone National Bank & Trust Co 0.05% No change 2,717 $147K
Salem Investment Counselors Inc. 0.00% New 2,706 $146K
Triumph Capital Management 0.03% Add +14.0% 2,640 $143K
Perkins Coie Trust Co 0.03% No change 2,588 $140K
Colonial Trust Advisors 0.01% No change 2,574 $139K
Armstrong Advisory Group, Inc. 0.01% Add +7.7% 2,556 $138K
Burk Holdings LLC 0.06% New 2,543 $137K
Forum Finance Group S.A. 0.07% — 3,051 $132K
Coston, McIsaac & Partners 0.03% Add +0.1% 2,448 $132K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.7% 2,433 $132K
Sachetta, LLC 0.07% Reduce -6.4% 2,422 $131K
Pioneer Family Office, LLC 0.09% No change 2,405 $130K
Ramirez Asset Management, Inc. 0.02% Reduce -30.3% 2,402 $130K
Evolution Wealth Management Inc. 0.09% Add +8.0% 2,339 $126K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,303 $124K
Strategic Wealth Advisors LLC 0.10% No change 2,285 $123K
First Community Trust NA 0.09% No change 2,249 $122K
Wellington Grp LLC 0.04% New 2,238 $121K
USA Financial Formulas 0.02% Reduce -12.8% 2,181 $118K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,986 $113K
Owl Creek Wealth Partners LLC 0.04% — 2,074 $112K
CDKV Holdings LLC 0.10% No change 2,040 $110K
Ankerstar Wealth, LLC 0.11% Reduce -45.6% 1,999 $108K
Pacifica Partners Inc. 0.04% Add +5.5% 1,991 $108K
Valley National Advisers Inc. 0.01% No change 1,997 $107K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,965 $106K
Global Trust Asset Management, LLC 0.04% No change 1,963 $106K
Main Street Group, LTD 0.03% New 1,927 $104K
Aberdeen Wealth Management LLC 0.05% No change 1,921 $104K
Plante Moran Financial Advisors, LLC 0.01% Add +0.9% 1,872 $101K
Hoey Investments, Inc. 0.01% No change 1,848 $100K
Bitterroot Capital Advisors LLC 0.06% No change 1,845 $100K
WHI TRUST Co LLC 0.07% No change 1,842 $100K
Operose Advisors LLC 0.02% Add +3.9% 1,834 $99K
Chesapeake Asset Management LLC 0.08% No change 1,828 $99K
First Command Advisory Services, Inc. 0.00% No change 1,817 $98K
Heritage Wealth Advisors 0.00% Add +14.0% 1,787 $97K
CNB Bank 0.04% No change 1,709 $92K
Go Invest LLC 0.03% Reduce -0.1% 1,698 $92K
Providence Capital Advisors, LLC 0.01% Add +1840.2% 1,688 $91K
Rakuten Securities, Inc. 0.04% Add +197.2% 1,667 $90K
Strive Financial Group ,LLC 0.05% Add +4.8% 1,650 $89K
Signature Resources Capital Management, LLC 0.04% Add +1.4% 1,613 $87K
Ameriflex Group, Inc. 0.04% Reduce -0.3% 1,569 $85K
Tsfg, LLC 0.01% Reduce -0.2% 1,554 $84K
Wealth Preservation Advisors, LLC 0.07% Reduce -2.5% 1,544 $83K
Group One Trading LLC 0.00% New 1,540 $83K
High Note Wealth, LLC 0.02% No change 1,534 $83K
Pittenger & Anderson Inc. 0.00% Add +2.2% 1,533 $83K
Register Financial Advisors LLC 0.03% Add +2.8% 1,493 $81K
Crews Bank & Trust 0.01% Add +16.9% 1,490 $81K
Hara Capital LLC 0.04% New 1,480 $80K
Kilter Group LLC 0.03% Reduce -1.8% 1,469 $79K
Winch Advisory Services, LLC 0.02% No change 1,445 $78K
Investment Counsel Co. of Nevada 0.17% New 1,435 $78K
Western Pacific Wealth Management, LP 0.08% New 1,427 $77K
Cambient Family Office, LLC 0.01% No change 1,424 $77K
Financial Network Wealth Advisors LLC 0.08% No change 1,394 $75K
Gallagher Fiduciary Advisors, LLC 0.00% Add +5092.5% 3,223,125 $69K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $69K
LM Advisors LLC 0.38% Reduce -1.4% 3,660 $68K
Monetary Management Group Inc. 0.02% New 1,250 $68K
Tidemark, LLC 0.02% Add +61.8% 1,239 $67K
Rogco, LP 0.02% Reduce -34.1% 1,184 $64K
MTM Investment Management, LLC 0.02% No change 1,158 $63K
Synergy Investment Management, LLC 0.02% New 1,153 $62K
Thompson Investment Management, Inc. 0.01% No change 1,144 $62K
Sunrise Financial Services, LLC 0.04% Add +43.0% 1,108 $60K
Provenance Wealth Advisors, LLC 0.01% Reduce -8.1% 1,083 $59K
Curio Wealth, LLC 0.02% No change 1,081 $58K
MilWealth Group LLC 0.01% No change 1,032 $56K
Financial Consulate, Inc. 0.01% No change 1,017 $55K
Evelyn Partners Investment Management (Europe) Ltd 0.02% No change 1,011 $55K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.2% 982 $53K
Imprint Wealth LLC 0.24% No change 982 $53K
Strategic Investment Solutions, Inc. 0.01% No change 917 $50K
Advantage Trust Co 0.02% No change 873 $47K
Clark Wealth Partners 0.03% Add +5.2% 858 $46K
Walsh & Associates, LLC 0.05% Add +8.0% 855 $46K
Tradewinds Capital Management, LLC 0.01% Add +220.1% 845 $46K
Bullock Wealth Management Group 0.02% No change 831 $45K
Bulwark Capital Corp 0.03% Add +38.8% 833 $45K
Costello Asset Management, INC 0.02% Add +19.9% 815 $44K
Ares Financial Consulting, LLC 0.03% No change 811 $44K
RMG Wealth Management LLC 0.01% No change 714 $43K
Field & Main Bank 0.01% Reduce -14.7% 785 $42K
Fairscale Capital, LLC 0.03% No change 767 $41K
Vermillion Wealth Management, Inc. 0.02% No change 757 $41K
Y.D. More Investments Ltd 0.00% Add +761.1% 775 $41K
Nemes Rush Group LLC 0.00% Add +12.7% 719 $39K
North Ridge Wealth Advisors, Inc. 0.02% Add +14.2% 794 $39K
Blueline Advisors LLC 0.03% Add +1.1% 708 $38K
10Elms LLP 0.03% No change 703 $38K
Boyd Watterson Asset Management LLC 0.01% No change 700 $38K
HFM Investment Advisors, LLC 0.01% Add +54.4% 678 $37K
Vision Retirement, LLC 0.01% Add +1150.0% 675 $36K
NorthAvenue LLC 0.03% Reduce -44.5% 671 $36K
IFG Advisory, LLC 0.10% Reduce -95.2% 665 $36K
Protective Life Corp. 0.12% New 659 $36K
Kozak & Associates, Inc. 0.01% Add +184.3% 617 $35K
Frisco Financial Planning LLC 0.03% No change 645 $35K
GHP Investment Advisors, Inc. 0.00% No change 645 $35K
Dogwood Wealth Management LLC 0.02% No change 644 $35K
Clayton Financial Group LLC 0.02% Add +4.8% 634 $34K
Cary Street Partners Investment Advisory LLC 0.01% No change 622 $34K
Orion Capital Management LLC 0.01% No change 618 $33K
Atwood & Palmer Inc. 0.00% No change 617 $33K
HighMark Wealth Management LLC 0.01% Reduce -42.0% 616 $33K
Signature Equity Partners, LLC 0.02% Reduce -20.3% 601 $32K
Darwin Wealth Management, LLC 0.01% Add +383.9% 600 $32K
Valor Advisors LLC 0.03% No change 589 $32K
Clarity Asset Management, Inc. 0.02% No change 584 $32K
Harbor Asset Planning, Inc. 0.03% No change 583 $31K
Smallwood Wealth Investment Management, LLC 0.02% No change 578 $31K
Godsey & Gibb, Inc. 0.00% Reduce -38.2% 544 $29K
Copia Wealth Management 0.02% Add +43.2% 544 $29K
Leo H. Evart, Inc. 0.03% — 542 $29K
Investors Research Corp 0.01% Reduce -52.4% 539 $29K
Pacific Center for Financial Services 0.01% Reduce -39.5% 526 $28K
Miller Capital Partners, Inc. 0.01% No change 525 $28K
Opal Wealth Advisors, LLC 0.01% New 518 $28K
Elevate Wealth Advisory, Inc. 0.02% No change 516 $28K
SOA Wealth Advisors, LLC. 0.01% No change 27,215 $28K
Measured Wealth Private Client Group, LLC 0.01% No change 501 $27K
Anfield Capital Management, LLC 0.01% No change 488 $26K
Scarborough Advisors, LLC 0.00% New 486 $26K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Reduce -75.5% 476 $26K
Hager Investment Management Services, LLC 0.01% No change 475 $26K
TD Capital Management LLC 0.00% No change 466 $25K
Ulland Investment Advisors, LLC 0.02% No change 466 $25K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -16.9% 461 $25K
Southern Michigan Bank & Trust 0.01% — 452 $24K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 450 $24K
Alerus Financial NA 0.00% No change 447 $24K
BankPlus Trust Department 0.01% No change 446 $24K
IMA Advisory Services, Inc. 0.00% No change 444 $24K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $24K
Banque Cantonale Vaudoise 0.00% No change 427 $23K
Elevation Wealth Partners, LLC 0.01% No change 414 $22K
MPWM Advisory Solutions, LLC 0.01% Reduce -54.6% 403 $22K
Wilkerson Advisory Group LLC 0.01% No change 398 $22K
Morgan Dempsey Capital Management LLC 0.01% No change 396 $21K
Toth Financial Advisory Corp. 0.00% No change 389 $21K
Horizon Investments, LLC 0.00% New 388 $21K
Acima Private Wealth, LLC 0.01% No change 365 $20K
Collier Financial 0.01% Add +0.3% 360 $19K
Clear Investment Research, LLC 0.03% New 353 $19K
Merrithew & Thorsten Inc 0.02% No change 361 $19K
Retiremitten Financial LLC 0.01% — 339 $18K
Financial Connections Group, Inc. 0.01% New 345 $18K
Bernard Wealth Management Corp. 0.01% Add +2666.7% 332 $18K
Van Eck Associates Corp. 0.00% Reduce -0.9% 323 $17K
NFSG Corp 0.00% No change 310 $17K
Sfam, LLC 0.01% No change 300 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Add +2.8% 298 $16K
Ayalon Insurance Comp Ltd. 0.00% No change 300 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 290 $16K
Wellington-Altus USA Inc. 0.01% No change 258 $15K
Richardson Capital Management LLC 0.01% No change 256 $14K
Roxbury Financial LLC 0.01% No change 249 $13K
Creative Capital Management Investments LLC 0.00% Reduce -26.8% 238 $13K
SYM FINANCIAL Corp 0.00% No change 234 $13K
S&T Bank 0.00% Reduce -54.5% 230 $12K
Avalon Trust Co 0.00% New 228 $12K
Abound Financial, LLC 0.01% No change 224 $12K
Strengthening Families & Communities, LLC 0.00% New 221 $12K
Jackson, Grant Investment Advisers, Inc. 0.00% New 205 $11K
Kelleher Financial Advisors 0.00% Reduce -15.4% 209 $11K
Delta Asset Management LLC 0.00% No change 200 $11K
Grey Ledge Advisors, LLC 0.00% Reduce -49.6% 198 $11K
Bruce G. Allen Investments, LLC 0.01% New 196 $11K
Wiser Advisor Group LLC 0.01% Reduce -26.3% 196 $11K
FWL Investment Management, LLC 0.00% Reduce -70.1% 195 $11K
Osbon Capital Management LLC 0.01% No change 195 $11K
1620 Investment Advisors, Inc. 0.01% New 187 $10K
Frazier Financial Advisors, LLC 0.01% No change 186 $10K
SJS Investment Consulting Inc. 0.00% No change 186 $10K
MBM Wealth Consultants, LLC 0.00% New 180 $10K
Provident Wealth Management, LLC 0.00% No change 177 $10K
GGM Financial LLC 0.00% New 173 $9K
Brown, Lisle/Cummings, Inc. 0.00% New 173 $9K
Networth Advisors, LLC 0.01% No change 169 $9K
Consultiva Wealth Management, Corp. 0.03% No change 163 $9K
Transce3nd, LLC 0.08% No change 157 $8K
Dorato Capital Management 0.01% No change 150 $8K
Prestige Wealth Management Group LLC 0.00% Reduce -15.2% 151 $8K
Bare Financial Services, Inc 0.00% No change 149 $8K
Winthrop Capital Management, LLC 0.00% No change 148 $8K
TopTier Wealth Management, LLC 0.00% New 145 $8K
Intentional Wealth Strategies, LLC 0.01% — 133 $7K
Ballast Advisors LLC 0.00% New 133 $7K
Horizon Bancorp Inc. 0.00% Add +355.6% 123 $7K
Community Financial Services Group, LLC 0.00% New 126 $7K
PFS Partners, LLC 0.00% Add +34.0% 126 $7K
Blume Capital Management, Inc. 0.00% No change 124 $7K
Marshall Investment Management, LLC 0.00% New 116 $6K
Broadwater Capital Management LLC 0.00% No change 112 $6K
Fourth Dimension Wealth, LLC 0.00% No change 103 $6K
Innovative Asset Advisors Group, LLC 0.00% — 100 $5K
American National Bank & Trust 0.00% New 100 $5K
Comprehensive Financial Planning, Inc. 0.00% Reduce -78.0% 99 $5K
Advocate Investing Services LLC 0.00% No change 96 $5K
Portfolio Resources Advisor Group, Inc. 0.01% No change 95 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 93 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 92 $5K
Highline Wealth Partners LLC 0.00% Reduce -71.5% 90 $5K
Cheviot Value Management, LLC 0.00% No change 77 $4K
Friedenthal Financial 0.00% No change 64 $3K
CGC Financial Services, LLC 0.00% Reduce -99.3% 61 $3K
Beacon Financial Strategies CORP 0.00% No change 59 $3K
CoreFirst Bank & Trust 0.00% No change 58 $3K
1 North Wealth Services LLC 0.00% No change 58 $3K
Timmons Wealth Management, LLC 0.00% No change 57 $3K
Mark Sheptoff Financial Planning, LLC 0.00% New 50 $3K
Chapman Financial Group, LLC 0.00% No change 50 $3K
Bellevue Asset Management, LLC 0.00% No change 50 $3K
Horizon Financial Services, LLC 0.00% New 48 $3K
Hilton Head Capital Partners, LLC 0.00% No change 46 $2K
Birchwood Financial Partners, Inc. 0.00% No change 44 $2K
Paladin Advisory Group, LLC 0.00% No change 43 $2K
EFG International AG 0.00% New 43 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
RHL Group, LLC 0.00% Reduce -65.7% 36 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% No change 36 $2K
Merkkuri Wealth Advisors LLC 0.00% New 28 $2K
Walleye Trading LLC 0.00% Reduce -98.8% 25 $1K
West Branch Capital LLC 0.00% No change 23 $1K
Quaker Wealth Management, LLC 0.00% No change 22 $1K
SRH Advisors, LLC 0.00% No change 22 $1K
Central Pacific Bank - Trust Division 0.00% No change 22 $1K
Game Plan Financial Advisors, LLC 0.00% Add +50.0% 21 $1K
Daiwa Securities Group Inc. 0.00% No change 21 $1K
Citizens National Bank Trust Department 0.00% New 18 $973
Wolff Wiese Magana LLC 0.00% No change 17 $919
Essential Investment Partners LLC 0.00% No change 15 $811
Solstein Capital, LLC 0.00% Add +27.3% 14 $771
Reyes Financial Architecture, Inc. 0.00% New 9 $486
Monetary Solutions, Ltd 0.00% No change 8 $432
Truvestments Capital LLC 0.00% New 7 $378
Lloyd Advisory Services, LLC. 0.00% Reduce -98.0% 5 $297
Kingdom Financial Group LLC. 0.00% No change 5 $297
KERR FINANCIAL PLANNING Corp 0.00% Reduce -97.2% 1 $63
McGuire Capital Advisors Inc. 0.00% Reduce -97.9% 1 $54

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