Vanguard Ftse Emerging MarkeVWOETF

13F holders, Q2 2026 (June 30)
2,616holders +61
148new positions
87sold out
7famous investors
$59.62avg. 13F price*

At the end of Q2 2026, 2,616 institutions reported holding Vanguard Ftse Emerging Marke (VWO) in their 13F filings, up 61 from Q1 2026. 148 opened new positions and 87 sold out. The largest holders were Bank of America Corp. ($9.2B), Northwestern Mutual Wealth Management Co. ($4.6B) and Vanguard Global Advisers, LLC ($3.4B). 7 famous investors held it, including Ray Dalio (0.7% of Bridgewater Associates's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions148$328.4M
Exits87$134.8M

All 13F filers, Q1 2026 → Q2 2026: 66,381,204 shares bought and 31,942,757 shares sold, net +34,438,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,616 holders

Bank of America Corp. 0.59% Add +6.5% 154,196,277 $9.2B
Northwestern Mutual Wealth Management Co. 2.48% Reduce -3.1% 77,649,601 $4.6B
Vanguard Global Advisers, LLC 1.58% Add +6.8% 56,892,979 $3.4B
Morgan Stanley 0.18% Add +3.4% 55,839,057 $3.3B
Betterment LLC 5.44% Add +1.0% 53,881,853 $3.2B
Northern Trust Corp. 0.34% Reduce -3.5% 48,574,319 $2.9B
Wealthfront Advisers LLC 5.34% Add +1.3% 46,521,161 $2.8B
Wells Fargo & Company 0.43% Reduce -4.5% 41,004,690 $2.4B
Envestnet Asset Management Inc. 0.57% Add +1.6% 40,194,652 $2.4B
Wit, LLC 36.83% Reduce -2.9% 38,637,529 $2.3B
Empower Advisory Group, LLC 5.09% Add +0.7% 35,767,193 $2.1B
Financial Engines Advisors L.L.C. 3.68% Add +42.6% 34,713,916 $2.1B
Vanguard Investments Australia, Ltd. 3.46% Add +4.3% 23,275,557 $1.4B
UBS Group AG 0.20% Add +1.1% 21,424,092 $1.3B
Creative Planning 0.62% Reduce -2.1% 17,840,334 $1.1B
LPL Financial LLC 0.23% Add +3.3% 16,888,649 $1.0B
WealthNavi Inc. 7.77% Add +3.2% 16,623,315 $992.2M
Mercer Global Advisors Inc. 1.22% Reduce -0.2% 16,554,553 $988.1M
Royal Bank of Canada 0.16% Add +12.6% 15,727,077 $938.7M
JPMorgan Chase & Co. 0.05% Add +1.1% 15,178,994 $898.3M
Wealth Enhancement Advisory Services, LLC 1.46% Add +12.7% 14,600,410 $868.1M
Goldman Sachs Group Inc. 0.09% Reduce -2.1% 14,493,736 $865.1M
Mariner, LLC 0.88% Add +0.8% 14,143,575 $844.1M
Ameriprise Financial Inc. 0.16% Reduce -3.5% 12,893,649 $775.7M
Vanguard Capital Management LLC 0.02% No change 12,737,296 $760.3M
Sei Investments Co. 0.60% Add +1.0% 11,412,104 $681.2M
Bank of New York Mellon Corp 0.11% Reduce -1.7% 11,294,205 $674.2M
PNC Financial Services Group, Inc. 0.31% Add +0.2% 10,476,666 $625.4M
South Dakota Investment Council 10.57% Reduce -2.9% 10,336,538 $617.0M
Corient Private Wealth LP 0.66% Reduce -6.2% 8,013,926 $478.4M
Tiaa-Cref Individual & Institutional Services, LLC 1.61% Add +0.4% 7,814,885 $466.5M
Baird Financial Group, Inc. 0.62% Add +7.0% 7,517,951 $448.7M
Raymond James Financial Inc. 0.12% Reduce -3.2% 7,237,742 $432.0M
Millburn Ridgefield LLC 7.97% Add +0.5% 7,055,219 $421.1M
Catalyst Capital Advisors LLC 6.99% Add +0.5% 7,055,219 $421.1M
HighTower Advisors, LLC 0.39% Reduce -5.8% 6,857,688 $409.3M
Nicholas Hoffman & Company, LLC. 8.40% Add +0.5% 6,665,501 $397.9M
US Bancorp \de 0.41% Reduce -0.1% 6,358,797 $379.6M
Jasper Ridge Partners, L.P. 8.01% Add +10.6% 6,296,257 $375.8M
EP Wealth Advisors, LLC 1.42% Reduce -18.8% 6,231,229 $371.9M
Regions Financial Corp. 2.19% Add +6.7% 6,156,984 $367.5M
Commonwealth Equity Services, LLC 0.44% Reduce -3.0% 5,908,901 $352.7M
MAI Capital Management 1.32% Add +53.3% 5,797,638 $346.1M
Stifel Financial Corp. 0.27% Reduce -13.5% 5,347,891 $319.2M
Jones Financial Companies LLLP 0.12% Add +8.9% 5,276,639 $311.6M
Wealthspire Advisors, LLC 1.71% Add +6.1% 5,198,174 $310.3M
Cetera Investment Advisers 0.27% Add +4.2% 5,010,389 $299.1M
Signaturefd, LLC 3.86% Add +8.1% 4,836,001 $288.7M
Rwa Wealth Partners, LLC 2.66% Add +3.2% 4,661,139 $278.2M
Valmark Advisers, Inc. 2.93% Add +0.6% 4,626,634 $276.2M
Cerity Partners LLC 0.33% Add +14.9% 4,827,719 $273.0M
BlackRock, Inc. 0.00% Add +1.1% 4,559,712 $272.2M
Elm Partners Management LLC 9.68% Reduce -2.5% 4,517,800 $269.7M
Cliftonlarsonallen Wealth Advisors, LLC 3.31% Add +2.4% 4,224,614 $252.2M
Facet Wealth, Inc. 3.61% Add +12.8% 4,214,912 $251.6M
CIBC Bancorp USA Inc. 0.28% Add +23.9% 3,809,821 $227.3M
Focus Partners Wealth 0.23% Add +1.0% 3,800,283 $226.8M
SCS Capital Management LLC 2.03% Reduce -0.1% 3,598,204 $214.8M
Wedmont Private Capital 5.87% Add +8.9% 3,571,670 $213.9M
Bridges Investment Management Inc. 2.53% Add +0.7% 3,479,278 $207.7M
MML Investors Services, LLC 0.42% Add +18.6% 3,455,905 $206.3M
Bokf, NA 2.81% Add +0.7% 3,409,622 $203.5M
Bank of Montreal 0.07% Reduce -1.6% 3,384,214 $202.0M
Osaic Holdings, Inc. 0.23% Add +12.8% 3,268,636 $195.2M
Rockefeller Capital Management L.P. 0.29% Reduce -0.4% 3,121,015 $186.3M
Cambridge Associates LLC /Ma/ 2.66% Add +5.2% 3,083,657 $184.1M
Choreo, LLC 2.00% Reduce -5.7% 3,059,881 $182.6M
Nepc LLC 3.36% No change 3,017,415 $180.1M
Fifth Third Bancorp 0.28% Reduce -0.3% 2,934,142 $175.1M
JMG Financial Group, Ltd. 4.18% Reduce -1.1% 2,898,490 $173.0M
Manufacturers Life Insurance Company, The 0.14% Reduce -4.2% 3,050,055 $171.1M
Ballentine Partners, LLC 2.07% Reduce 0.0% 2,831,907 $169.0M
BLB&B Advisors, LLC 6.13% Add +3.1% 2,807,353 $167.6M
Vantagepoint Investment Advisers LLC 1.24% Add +1.5% 2,781,483 $166.0M
Bridgewater Associates 0.67% Add +0.9% 2,746,819 $164.0M
Keybank National Association 0.52% Reduce -0.4% 2,648,421 $158.1M
Sofi Wealth, LLC 6.30% Add +5.2% 2,623,074 $156.6M
Badgley Phelps Wealth Managers, LLC 2.65% Add +2.1% 2,538,203 $151.5M
M&T Bank Corp 0.43% Reduce -1.5% 2,442,871 $145.8M
Pure Financial Advisors, LLC 1.86% Add +1.2% 2,420,043 $144.5M
Sand Hill Global Advisors, LLC 4.35% Reduce -25.1% 2,419,156 $144.4M
SBI Okasan Asset Management Co.Ltd. 4.65% Reduce -23.0% 2,390,940 $141.5M
Johnson Financial Group, LLC 7.52% Add +9.6% 2,337,550 $139.5M
TD Waterhouse Canada Inc. 0.37% Add +10.5% 2,350,597 $139.3M
Lincoln National Corp. 3.43% New 2,244,009 $133.9M
Alliancebernstein L.P. 0.04% Add +4.7% 2,358,858 $127.5M
Janney Montgomery Scott LLC 0.24% Add +1.3% 2,115,465 $126.3M
Fusion Family Wealth, LLC 7.92% Reduce -3.6% 1,996,345 $119.2M
Pathstone Holdings, LLC 0.35% Add +1.0% 1,993,405 $119.0M
Apella Capital, LLC 1.67% Add +2.6% 2,010,728 $118.4M
FMR LLC 0.01% Add +3.5% 1,983,265 $118.4M
D.A. Davidson & Co. 0.65% Reduce -0.0% 1,981,139 $118.3M
Steele Capital Management, Inc. 4.33% Add +2.8% 1,972,443 $117.7M
Beacon Pointe Advisors, LLC 0.54% Reduce -3.2% 1,944,050 $116.0M
Laird Norton Wetherby Trust Company, LLC 2.16% Add +0.6% 1,882,546 $112.4M
Summit Trail Advisors, LLC 1.40% Reduce -0.3% 1,867,688 $111.5M
Willis Johnson & Associates, Inc. 6.19% Add +1.7% 1,863,216 $111.2M
Citigroup Inc. 0.05% Add +1.0% 1,831,710 $109.3M
Country Trust Bank 1.88% Add +1.8% 1,801,963 $107.6M
CBIZ Investment Advisory Services, LLC 3.90% No change 1,975,017 $106.7M
Bessemer Group Inc. 0.15% Add +12.6% 1,783,878 $106.5M
Composition Wealth, LLC 1.25% Add +29.8% 1,778,058 $106.1M
Freestone Capital Holdings, LLC 2.75% Add +9.9% 1,772,775 $105.8M
Voya Investment Management LLC 0.10% Reduce -2.0% 1,744,133 $104.1M
Truist Financial Corp. 0.12% Reduce -3.0% 1,742,815 $104.0M
Mather Group, Llc. 0.90% Reduce -1.0% 1,733,161 $103.5M
Cresset Asset Management, LLC 0.38% Add +8.7% 1,730,730 $103.3M
Peapack Gladstone Financial Corp. 1.12% Reduce -1.7% 1,633,040 $97.5M
Modera Wealth Management, LLC 1.03% Reduce -1.0% 1,616,141 $96.5M
Assetmark, Inc. 0.16% Add +46.1% 1,585,390 $94.6M
Sumitomo Life Insurance Co. 1.52% Add +125.9% 1,554,566 $92.8M
Empowered Funds, LLC 0.48% Add +16.1% 1,537,403 $91.8M
Westerkirk Capital Inc. 8.47% Add +5.3% 1,476,133 $88.1M
Ally Invest Advisors Inc. 5.15% Add +0.8% 1,429,618 $85.3M
Brown Advisory Inc. 0.13% Reduce -1.6% 1,374,566 $82.0M
Captrust Financial Advisors 0.12% Add +3.2% 1,346,359 $80.4M
Hirtle & Co., LLC 2.78% Reduce -11.4% 1,331,530 $79.5M
Aptus Capital Advisors, LLC 0.58% Add +6.4% 1,330,928 $79.4M
Farmers & Merchants Investments Inc. 1.92% Reduce -7.0% 1,326,765 $79.2M
Auto-Owners Insurance Co 1.77% Reduce -27.0% 1,310,716 $78.2M
Sage Financial Group Inc. 4.32% Add +5.0% 1,306,682 $78.0M
Orion Porfolio Solutions, LLC 0.60% Add +17.5% 1,306,498 $78.0M
Karpus Management, Inc. 2.22% Reduce -2.1% 1,294,280 $77.3M
Arrowstreet Capital, Limited Partnership 0.03% Add +694.0% 1,248,023 $74.5M
Hills Bank & Trust Co 3.10% Add +8.4% 1,219,031 $72.8M
NewEdge Advisors, LLC 0.22% Reduce -0.1% 1,213,432 $72.4M
Parkwood LLC 5.09% No change 1,190,229 $71.0M
Osborne Partners Capital Management, LLC 3.94% Reduce -0.5% 1,186,805 $70.8M
&partners 0.29% Add +11.2% 1,185,271 $70.7M
Invictus Private Wealth, LLC 3.80% Add +2.8% 1,184,770 $70.7M
Schroder Investment Management Group 0.05% Reduce -31.1% 1,191,535 $70.5M
GenTrust, LLC 2.70% Add +1.0% 1,177,223 $70.3M
Whittier Trust Co. 0.68% Reduce -1.9% 1,154,238 $69.3M
Commerce Bank 0.30% Add +1.4% 1,161,053 $69.3M
Earned Wealth Advisors, LLC 4.47% Add +2.4% 1,159,646 $69.2M
Whittier Trust Co. of Nevada Inc. 1.28% Add +0.1% 1,161,929 $68.4M
Savant Capital, LLC 0.20% Add +157.5% 1,185,286 $68.3M
Analyst IMS Investment Management Services Ltd. 1.58% Add +0.0% 1,139,643 $68.0M
Strid Group, LLC 7.54% Add +3.3% 1,137,468 $67.9M
Cambridge Investment Research Advisors, Inc. 0.15% Add +4.8% 1,127,499 $67.3M
Clark Asset Management, LLC 5.27% Add +6.7% 1,124,283 $67.1M
Concurrent Investment Advisors, LLC 0.56% Add +15.6% 1,092,938 $65.2M
West Virginia University Foundation, Inc 5.30% Add +0.1% 1,086,021 $64.8M
Nuveen, LLC 0.02% Reduce -9.8% 1,073,753 $64.1M
PDS Planning, Inc 3.69% Add +2.0% 1,068,327 $63.8M
Smartleaf Asset Management LLC 2.07% No change 1,077,278 $63.8M
Envestnet Portfolio Solutions, Inc. 0.30% Add +2.5% 1,060,302 $63.3M
Integrated Wealth Concepts LLC 0.41% Add +6.5% 1,049,178 $62.6M
Capital Advisors Inc. 0.90% Add +24.3% 1,022,858 $61.1M
Smithfield Trust Co 2.42% Reduce -1.0% 1,017,379 $60.7M
Acropolis Investment Management, LLC 2.39% Reduce -0.3% 1,015,754 $60.6M
Vise Technologies, Inc. 0.68% Add +54.5% 1,000,292 $59.7M
Klingman & Associates, LLC 2.50% Reduce -2.0% 984,338 $58.8M
First Financial Bankshares Inc 1.08% Add +2.2% 969,922 $57.9M
Victory Capital Management Inc. 0.03% Add +12.6% 967,446 $57.7M
Blair William & Co. 0.15% Add +14.4% 963,167 $57.5M
Patriot Investment Management Group, Inc. 3.24% Add +1.1% 935,099 $55.8M
Equitable Holdings, Inc. 0.32% Reduce -28.5% 909,418 $54.3M
Rakuten Investment Management, Inc. 0.16% Reduce -40.7% 911,706 $54.0M
Chandler Asset Management, Inc. 7.51% Reduce -3.8% 892,707 $53.3M
Allen Investment Management, LLC 0.63% Add +12.8% 885,250 $52.8M
DAVENPORT & Co LLC 0.27% Add +15.5% 884,056 $52.8M
Vanguard Advisers Inc. 0.18% Add +6.5% 867,508 $51.8M
Moneta Group Investment Advisors LLC 0.38% Add +3.1% 852,893 $50.9M
Waverly Advisors, LLC 0.29% Reduce -1.7% 851,262 $50.8M
Kestra Advisory Services, LLC 0.16% Reduce -0.3% 837,164 $50.0M
Cullen/Frost Bankers, Inc. 0.49% Add +14.8% 833,272 $49.7M
Sigma Investment Counselors Inc. 2.36% Reduce -1.2% 812,502 $48.5M
Tidal Investments LLC 0.12% Reduce -6.8% 798,122 $47.6M
Vontobel Holding Ltd. 0.16% Reduce -17.6% 777,807 $46.4M
Axxcess Wealth Management, LLC 0.72% New 760,785 $45.4M
Matrix Trust Co 6.54% Add +0.4% 756,063 $45.1M
Compound Planning, Inc. 1.17% Add +1.2% 752,006 $44.9M
Sanctuary Advisors, LLC 0.21% Add +71.4% 750,676 $44.8M
Banco Santander, S.A. 0.27% Reduce -12.8% 739,312 $44.1M
Diversify Advisory Services, LLC 0.73% Add +17006.2% 749,936 $43.7M
Diversify Wealth Management, LLC 0.73% Add +6.9% 749,936 $43.7M
Allianz SE 0.45% Add +95.1% 722,131 $43.1M
Steward Partners Investment Advisory, LLC 0.22% Add +11.9% 717,713 $42.8M
Old National Bancorp 0.85% Add +5.7% 711,781 $42.5M
Allworth Financial LP 0.18% Reduce -22.9% 708,994 $42.3M
Stephens Greth Foundation 8.64% Add +57.3% 702,525 $41.9M
Presilium Private Wealth, LLC 6.42% Reduce -1.2% 700,470 $41.8M
Rebalance, LLC 2.19% Add +6.7% 699,190 $41.7M
Capital Asset Advisory Services LLC 1.51% Reduce -0.8% 697,980 $41.7M
Brandywine Oak Private Wealth LLC 3.14% Add +0.8% 692,546 $41.3M
Trustmark Bank Trust Department 2.46% Add +2.8% 690,696 $41.2M
Apriem Advisors 3.53% Add +7.1% 682,576 $40.7M
OpenArc Corporate Advisory, LLC 0.48% Add +39.1% 679,916 $40.6M
Baker Avenue Asset Management, LP 0.76% Add +0.8% 668,253 $39.9M
Farther Finance Advisors, LLC 0.31% Reduce -2.2% 654,631 $39.1M
Sepio Capital, LP 1.95% Reduce -1.2% 649,410 $38.8M
Vision Capital Management, Inc. 4.41% Add +1.0% 646,823 $38.6M
FSM Wealth Advisors, LLC 4.12% Add +7.3% 642,882 $38.4M
AlphaCore Capital LLC 0.70% Reduce -2.2% 641,497 $38.3M
Mutual Advisors, LLC 0.72% Add +5.9% 636,758 $38.0M
Coldstream Capital Management Inc. 0.48% Reduce -3.0% 634,147 $37.9M
Valeo Financial Advisors, LLC 0.79% Reduce -2.6% 627,523 $37.5M
Arax Advisory Partners 0.25% Add +15.6% 620,095 $37.0M
Bluespring Wealth Management, LLC 0.71% Add +30.9% 617,367 $36.9M
Hudock, Inc. 4.60% Reduce -0.0% 602,481 $36.0M
Manning & Napier Advisors LLC 0.45% Add +17.7% 593,841 $35.4M
Center for Financial Planning, Inc. 3.30% Add +2.5% 592,187 $35.3M
Focused Wealth Management, Inc 3.11% Add +3.0% 590,250 $35.2M
AQR Capital Management 0.01% Add +27.6% 585,643 $35.0M
Bank of Hawaii 1.72% Reduce -14.5% 584,710 $34.9M
CreativeOne Wealth, LLC 0.74% Add +2.7% 576,953 $34.4M
Ellenbecker Investment Group 4.00% Add +8.2% 575,570 $34.4M
Staley Capital Advisers Inc. 1.33% Reduce -0.4% 573,135 $34.2M
BIP Wealth, LLC 0.96% Add +83.2% 568,711 $33.9M
Atria Investments, Inc 0.34% Add +15.2% 567,695 $33.9M
Kathmere Capital Management, LLC 1.79% Add +3.6% 564,046 $33.7M
Alps Advisors Inc. 0.16% Reduce -0.9% 562,686 $33.6M
Pinnacle Financial Partners, Inc. 0.23% Add +5.5% 562,212 $33.6M
WoodTrust Financial Corp 3.94% Reduce -3.4% 556,067 $33.2M
Moody National Bank Trust Division 2.71% Reduce -1.6% 548,916 $32.8M
Lido Advisors, LLC 0.12% Reduce -10.4% 548,839 $32.8M
Keewaydin Investments LLC 9.41% Reduce -8.5% 546,363 $32.6M
Financial Advisors Network, Inc. 3.99% Add +4.7% 545,701 $32.6M
Proffitt & Goodson Inc. 4.48% Reduce -1.8% 544,825 $32.5M
Simon Quick Advisors, LLC 1.30% Reduce -18.2% 538,936 $32.2M
Tanager Wealth Management LLP 2.80% Reduce -0.0% 538,659 $32.2M
Garde Capital, Inc. 1.43% Add +2.0% 535,023 $31.9M
Brookstone Capital Management 0.32% Add +7.7% 534,422 $31.9M
Zuckerman Investment Group, LLC 2.71% Reduce -0.1% 533,604 $31.9M
Kwmg, LLC 2.24% Add +3.6% 519,852 $31.0M
Caprock Group, LLC 0.59% Reduce -0.7% 512,590 $30.6M
PACK Private Wealth, LLC 12.59% Add +0.5% 509,140 $30.4M
Procyon Advisors, LLC 1.31% Add +6.3% 507,757 $30.3M
UMB Bank, n.a. 0.38% Reduce -3.1% 507,725 $30.3M
Mutual of America Capital Management LLC 0.29% Reduce -3.5% 507,672 $30.3M
Hanson & Doremus Investment Management 3.07% Add +1.4% 505,810 $30.2M
Arbor Investment Advisors, LLC 3.39% Add +0.9% 501,227 $29.9M
National Bank of Canada 0.03% Add +9.0% 499,242 $29.8M
GLOBALT Investments LLC / GA 1.00% Reduce -1.6% 495,238 $29.6M
Quantinno Capital Management LP 0.03% Add +39.1% 483,415 $28.9M
NewEdge Wealth, LLC 0.29% Add +5.2% 480,584 $28.7M
Natixis Advisors, LLC 0.03% Add +12.6% 469,525 $28.0M
Jordan Park Group LLC 1.40% Reduce -6.2% 463,876 $27.7M
Legacy Private Trust Co. 1.54% Add +0.7% 463,013 $27.6M
Colony Family Offices, LLC 6.01% Add +0.2% 458,147 $27.3M
Strategic Investment Advisors / MI 1.63% Reduce -0.2% 451,469 $26.9M
Alesco Advisors, LLC, An ESL Co 0.61% Reduce -1.3% 449,589 $26.8M
Greenline Partners, LLC 2.72% Add +0.0% 447,429 $26.7M
Summit Financial, LLC 0.29% Add +5.4% 445,583 $26.6M
AdvisorNet Financial, Inc 1.20% Add +4.1% 438,347 $26.2M
Signal Advisors Wealth, LLC 1.36% Add +24.2% 433,722 $25.9M
TLT Family Holdco ULC 3.67% No change 433,150 $25.9M
Van Cleef Asset Management,Inc 2.63% Reduce -1.6% 431,534 $25.8M
First Bank & Trust 3.78% Add +0.0% 430,933 $25.7M
Silvercrest Asset Management Group LLC 0.17% Reduce -3.0% 428,052 $25.6M
Prudent Investors Network, Inc. 4.95% Add +10.9% 427,991 $25.5M
Portland Global Advisors LLC 2.43% Reduce -0.3% 427,673 $25.5M
Payne Capital Management, LLC 6.75% Add +2.2% 424,274 $25.3M
Franklin Resources Inc. 0.01% Add +1.2% 417,168 $24.9M
EverSource Wealth Advisors, LLC 0.84% Reduce -46.9% 414,758 $24.8M
Kestra Private Wealth Services, LLC 0.27% Add +8.1% 411,322 $24.6M
Bangor Savings Bank 1.80% Add +4.0% 410,543 $24.5M
Deutsche Bank AG 0.01% Add +0.1% 408,799 $24.4M
Gotham Asset Management 0.06% Add +40.3% 406,824 $24.3M
Arvest Bank Trust Division 1.18% Reduce -1.8% 405,252 $24.2M
Cerity Partners Retirement Plan Advisors LLC 10.08% Add +107.0% 407,830 $24.1M
Tobias Financial Advisors, Inc. 3.06% Add +2.4% 403,971 $24.1M
Idaho Trust Co 7.02% Add +12.3% 402,658 $24.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.17% Add +12.5% 395,627 $23.6M
Riversedge Advisors, LLC 3.11% Add +2.6% 391,831 $23.4M
Citizens Financial Group Inc. 0.28% Add +5.3% 390,325 $23.3M
Marble Harbor Investment Counsel, LLC 2.37% Add +0.4% 389,924 $23.3M
Wharton Business Group, LLC 0.78% Reduce -2.0% 388,891 $23.2M
MinichMacGregor Wealth Management, LLC 3.52% Add +2.1% 388,350 $23.2M
Nisa Investment Advisors, LLC 0.07% No change 387,500 $23.1M
Arvest Investments, Inc. 2.77% Add +0.7% 383,621 $22.9M
Agf Management Ltd. 0.09% Add +17.1% 382,141 $22.8M
Boston Standard Wealth Management, LLC 3.30% Reduce -1.2% 382,829 $22.7M
Capital Investment Advisors, LLC 0.30% Reduce -1.5% 380,198 $22.7M
Focus Partners Advisor Solutions, LLC 0.19% Add +1.6% 379,782 $22.7M
Mission Wealth Management, LP 0.28% Add +8.0% 379,673 $22.7M
Global Retirement Partners, LLC 0.35% — 379,398 $22.6M
Foster Group, Inc. 0.60% Add +11.9% 377,917 $22.6M
SilverOak Wealth Management LLC 2.88% Add +4.2% 375,224 $22.4M
Aspen Wealth Management LLC 3.80% Add +7.0% 374,483 $22.4M
Kohmann Bosshard Financial Services, LLC 1.90% Add +5.4% 374,418 $22.3M
Beacon Investment Advisory Services, Inc. 0.83% Add +20.3% 372,181 $22.2M
BTC Capital Management, Inc. 1.35% Add +2.4% 371,955 $22.2M
Wilmington Savings Fund Society, FSB 0.49% Reduce -0.9% 370,831 $22.1M
GP Brinson Investments LLC 9.00% Add +2.7% 369,320 $22.0M
Whitcomb & Hess, Inc. 4.75% Add +1.8% 368,778 $22.0M
Ellevest, Inc. 2.56% Add +2.5% 366,818 $21.7M
Patton Fund Management, Inc. 4.68% Reduce -1.5% 362,178 $21.6M
Fiduciary Trust Co 0.23% Reduce -2.8% 360,282 $21.5M
Harbour Investments, Inc. 0.29% Add +5.0% 359,880 $21.5M
Mackenzie Financial Corp. 0.02% Reduce -0.9% 358,898 $21.4M
DORVAL Corp 6.11% Add +1.9% 355,634 $21.2M
Brooklyn FI, LLC 3.87% Add +2.6% 358,719 $21.1M
Midwest Trust Co 0.24% Reduce -5.1% 352,764 $21.1M
Parallel Advisors, LLC 0.32% Add +4.5% 352,547 $21.0M
WealthBridge Investment Counsel Inc. 5.59% Reduce -0.1% 350,860 $20.9M
Human Investing LLC 2.69% Add +2.3% 347,177 $20.7M
Tiaa Trust, National Association 1.22% Add +0.2% 345,344 $20.6M
NorthRock Partners, LLC 0.30% Reduce -21.1% 343,520 $20.5M
Praetorian Wealth Management, Inc. 3.51% Add +0.9% 340,814 $20.3M
Marotta Asset Management 3.33% Add +2.6% 337,606 $20.0M
Avior Wealth Management, LLC 0.52% Reduce -1.9% 333,795 $19.9M
Asset Management One Co., Ltd. 0.05% Reduce -1.1% 330,841 $19.7M
Cibc World Market Inc. 0.03% Add +2.4% 330,529 $19.7M
Stash Investments, LLC 6.35% Add +6.4% 330,293 $19.7M
Bear Mountain Capital, Inc. 5.71% Add +2.1% 333,463 $19.7M
Cantor Fitzgerald Investment Advisors L.P. 1.32% Reduce -0.3% 328,394 $19.6M
Focus Financial Network, Inc. 0.61% Add +1.3% 327,999 $19.6M
Bailard, Inc. 0.40% Add +3.3% 325,238 $19.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -0.8% 323,727 $19.3M
Thrivent Financial for Lutherans 0.03% Reduce -34.9% 323,092 $19.3M
Parker Financial LLC 7.01% Reduce -0.9% 321,406 $19.2M
Cordant, Inc. 6.89% Add +2.7% 320,533 $19.1M
New Vernon Capital Holdings II LLC 10.50% Add +12.1% 319,003 $19.0M
Lodestar Private Asset Management LLC 1.64% Add +11.5% 317,691 $19.0M
Peak Retirement Planning, Inc. 3.00% Reduce -26.8% 317,385 $18.9M
Robinswood Financial LLC 5.42% Add +2.5% 317,066 $18.9M
Shrier Wealth Management, LLC 6.45% Add +3.1% 316,985 $18.9M
Martin & Co. Inc. 2.95% Add +0.1% 315,992 $18.9M
Strategic Financial Planning, Inc. 9.82% New 315,363 $18.8M
Retirement Financial Solutions, LLC 4.62% Add +4.9% 314,873 $18.8M
Blankinship & Foster, LLC 3.76% Reduce -1.0% 311,830 $18.6M
GW&K Investment Management, LLC 0.15% Add +3.1% 311,179 $18.6M
Oppenheimer & Co. Inc. 0.20% Add +1.2% 310,532 $18.5M
Checchi Capital Advisers, LLC 1.18% Reduce -19.6% 309,859 $18.5M
Petredis Investment Advisors LLC 1.24% Reduce -0.2% 309,371 $18.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -4.2% 307,741 $18.4M
Tocqueville Asset Management L.P. 0.24% Reduce -3.3% 306,135 $18.3M
Okabena Investment Services Inc. 3.26% Add +9.7% 306,049 $18.3M
Nations Financial Group Inc, /Ia/ 0.87% Add +0.6% 305,790 $18.3M
Meridian Management Co. 4.08% Add +1.4% 304,758 $18.2M
JNBA Financial Advisors 1.37% Reduce -0.3% 303,085 $18.1M
Partners in Financial Planning 2.74% Reduce -1.0% 302,899 $18.1M
Crestmont Private Wealth LLC 5.06% Add +2.4% 302,361 $18.0M
Global Endowment Management, LP 1.80% No change 298,000 $17.8M
Cavalier Investments, LLC 6.52% New 296,581 $17.7M
Venturi Wealth Management, LLC 0.68% Reduce -2.7% 294,513 $17.6M
J.W. Cole Advisors, Inc. 0.30% New 292,530 $17.5M
Permanent Capital Management, LP 2.34% Reduce -0.0% 292,236 $17.4M
Ancora Advisors LLC 0.34% Add +65.6% 292,056 $17.4M
MassMutual Private Wealth & Trust, FSB 0.45% Reduce -3.1% 291,559 $17.4M
Union Bancaire Privee, UBP SA 0.19% Add +0.5% 296,186 $17.4M
Gleason Group, Inc. 1.52% Add +0.9% 290,977 $17.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Reduce -1.5% 288,101 $17.2M
Stonehearth Capital Management, LLC 5.86% Add +1.4% 287,905 $17.2M
Leavell Investment Management, Inc. 0.62% Add +7.9% 285,266 $17.0M
JFS Wealth Advisors, LLC 0.85% Add +1.0% 284,308 $17.0M
WestHill Financial Advisors, Inc. 2.88% Add +0.3% 283,550 $16.9M
Raffa Wealth Management, LLC 2.13% Add +16.0% 282,762 $16.9M
Rochester Wealth Strategies, LLC 9.33% Reduce -4.9% 282,436 $16.9M
Tectonic Advisors LLC 0.81% Add +3.7% 281,539 $16.8M
Evolution Advisers, Inc. 6.16% Add +5.2% 280,908 $16.8M
Associated Banc-Corp 0.40% Add +1.6% 280,219 $16.7M
Fairview Capital Investment Management, LLC 0.88% Reduce -1.5% 279,891 $16.7M
Private Advisor Group, LLC 0.08% Reduce -63.3% 279,601 $16.7M
Argent Trust Co 0.48% Add +25.3% 278,874 $16.6M
Advisors Capital Management, LLC 0.18% Add +3668.1% 277,373 $16.6M
Howe & Rusling Inc. 0.96% Add +21.4% 276,275 $16.5M
Stratos Wealth Partners, LTD. 0.17% Add +5.5% 274,346 $16.4M
Range Advisory, LLC 1.94% Add +30.2% 272,808 $16.3M
Sequoia Financial Advisors, LLC 0.08% Add +2.1% 271,382 $16.2M
Savvy Advisors, Inc. 0.35% Add +2.2% 270,263 $16.1M
Midwest Financial Partners Investments, Inc. 6.69% Add +7.4% 269,821 $16.1M
Moller Wealth Partners 2.91% Add +1.5% 269,212 $16.1M
Keener Financial Planning LLC 5.72% Add +3.8% 268,016 $16.0M
TrueWealth Financial Partners 6.60% Add +0.6% 267,558 $16.0M
Wealthspire Retirement, LLC 0.87% Add +0.1% 266,053 $15.9M
Wrenne Financial Planning LLC 5.34% Add +6.4% 265,063 $15.8M
Schwerin Boyle Capital Management Inc. 1.94% No change 264,964 $15.8M
Advisory Services Network, LLC 0.18% Add +4.5% 263,466 $15.7M
Aperture Investors, LLC 1.67% No change 263,332 $15.7M
RTD Financial Advisors, Inc. 1.71% Reduce -0.5% 262,377 $15.7M
Principal Securities, Inc. 0.19% Add +2.3% 262,182 $15.6M
Meeder Advisory Services, Inc. 0.57% Reduce -5.2% 262,096 $15.6M
Dynamic Advisor Solutions LLC 0.45% Add +3.3% 261,973 $15.6M
Financial Life Advisors 4.44% Add +17.2% 261,862 $15.6M
Conrad Siegel Investment Advisors, Inc. 2.53% Reduce -3.7% 260,890 $15.6M
Raelipskie Partnership 5.87% Reduce -1.0% 260,394 $15.5M
Kings Path Partners LLC 4.09% Add +13.9% 257,588 $15.4M
Park Avenue Securities LLC 0.10% Add +12.2% 257,279 $15.4M
Arcataur Capital Management LLC 3.80% Reduce -0.5% 256,968 $15.3M
Wesbanco Bank Inc. 0.38% Add +6.4% 255,838 $15.3M
Chai Trust Co. LLC 1.05% Add +101.5% 254,821 $15.2M
Twele Capital Management, Inc. 2.47% Reduce -1.3% 253,446 $15.1M
Ameritas Investment Partners, Inc. 0.40% Reduce -1.5% 253,059 $15.1M
United Capital Financial Advisors, LLC 0.08% Reduce -2.0% 253,217 $15.1M
Charles Schwab Trust Co 0.84% Add +35.1% 252,490 $15.1M
Windward Private Wealth Management Inc. 4.82% Add +0.9% 252,376 $15.1M
Zhang Financial LLC 0.44% Add +10.5% 252,161 $15.1M
Ferguson Wellman Capital Management, Inc. 0.18% Reduce -4.2% 251,642 $15.0M
Sarasin & Partners LLP 0.18% Reduce -1.2% 250,863 $15.0M
SigFig Wealth Management, LLC 0.40% Reduce -1.3% 252,981 $15.0M
Harbor Advisory Corp. 4.00% Add +4.6% 250,530 $15.0M
Drive Wealth Management, LLC 2.66% Reduce -1.1% 249,567 $14.9M
Bleakley Financial Group, LLC 0.19% Add +8.3% 246,856 $14.7M
Kendall Capital Management 2.45% Add +6.3% 246,028 $14.7M
Twin Focus Capital Partners, LLC 1.49% Add +2.7% 245,938 $14.7M
Frontier Asset Management, LLC 2.62% Reduce -2.3% 245,071 $14.6M
Regal Investment Advisors LLC 0.76% Add +3.4% 244,178 $14.6M
SBI Securities Co., Ltd. 0.33% Reduce -2.1% 243,770 $14.6M
Magnus Financial Group LLC 1.03% Add +2.1% 242,918 $14.5M
Bar Harbor Wealth Management 0.78% Add +1.1% 242,348 $14.5M
Callan Family Office, LLC 0.28% Add +7.8% 240,716 $14.4M
Arcadia Wealth Management, LLC 4.51% Reduce -0.2% 240,645 $14.4M
LCW Services, LLC 6.25% Add +4.0% 240,516 $14.4M
Rathbones Group PLC 0.05% Add +13.8% 239,795 $14.3M
Signature Estate & Investment Advisors LLC 0.26% Reduce -3.2% 239,633 $14.3M
Larson Financial Group LLC 0.38% Reduce -21.8% 238,737 $14.3M
Sovereign Financial Group, Inc. 2.17% Add +1.5% 237,510 $14.2M
Penobscot Wealth Management 3.78% Add +2.1% 236,983 $14.1M
Barry Investment Advisors, LLC 2.96% Add +6.1% 236,886 $14.1M
Bishop & Co Investment Management, LLC 4.35% Add +0.3% 236,869 $14.1M
Silver Coast Investments LLC 4.20% Reduce -11.7% 236,207 $14.1M
Mesirow Financial Investment Management, Inc. 0.22% Add +0.8% 236,093 $14.1M
Coastline Trust Co 1.25% Add +6.4% 235,694 $14.1M
Prime Buchholz LLC 5.02% Reduce -7.5% 233,290 $13.9M
CFS Investment Advisory Services, LLC 0.91% Add +26.6% 231,939 $13.7M
Custos Family Office, LLC 8.21% Add +0.1% 228,717 $13.7M
Grove Bank & Trust 1.35% Add +17.5% 227,564 $13.6M
Tamar Securities, LLC 1.27% Add +16.6% 226,885 $13.5M
Anderson Hoagland & Co. 1.06% Reduce -0.5% 226,105 $13.5M
Susquehanna International Group, LLP 0.01% Add +331.2% 225,770 $13.5M
Kopp Family Office, LLC 8.22% Reduce -0.6% 224,815 $13.4M
Park Place Capital Corp 2.12% Add +4.4% 223,969 $13.4M
IFG Advisors, LLC 1.83% Reduce -2.2% 222,382 $13.3M
Pine Ridge Advisers LLC 0.81% Reduce -5.6% 221,067 $13.2M
REAP Financial Group, LLC 2.24% Add +3.7% 219,799 $13.1M
Segall Bryant & Hamill, LLC 0.16% Reduce -0.7% 219,215 $13.1M
Simmons Bank 0.75% Reduce -3.5% 219,076 $13.1M
Russell Investments Group, Ltd. 0.01% Add +8.0% 218,623 $13.0M
RPTC Inc. 2.20% Reduce -3.6% 218,423 $13.0M
Titan Global Capital Management USA LLC 1.65% Add +4.9% 217,903 $13.0M
Old Mission Investment Co LLC 2.71% Add +0.1% 217,902 $13.0M
180 Wealth Advisors, LLC 1.30% Add +0.8% 217,753 $13.0M
Cairn Investment Group, Inc. 5.72% Add +1.1% 217,342 $13.0M
Money Concepts Capital Corp. 0.60% Add +3.7% 216,777 $12.9M
Define Financial, LLC 5.91% Add +3.3% 215,803 $12.9M
Merit Financial Group, LLC 0.08% Reduce -2.5% 215,425 $12.9M
TriCert Investment Counsel Inc. 1.20% — 215,348 $12.9M
Evercore Wealth Management, LLC 0.18% Add +2.9% 214,877 $12.8M
Blue Edge Capital, LLC 1.54% Reduce -1.7% 214,497 $12.8M
Three Bridge Wealth Advisors, LLC 3.20% Add +2.7% 214,422 $12.8M
Beacon Financial Group 1.16% Reduce -27.5% 214,183 $12.8M
Geneos Wealth Management Inc. 0.26% Add +5.0% 213,795 $12.8M
Basecamp Wealth Advisors LLC 2.37% No change 213,221 $12.7M
Northeast Investment Management 0.47% Add +4.8% 212,960 $12.7M
FF Advisors,LLC 4.76% Add +1.6% 212,872 $12.7M
Affiance Financial, LLC 1.82% Reduce -0.1% 212,407 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -24.5% 212,232 $12.7M
Fort Point Capital Partners LLC 1.35% Add +11.1% 211,898 $12.6M
Waterford Advisors, LLC 3.45% Add +2.4% 211,867 $12.6M
Mgo One Seven LLC 0.21% Reduce -0.1% 211,752 $12.6M
Warwick Investment Management, Inc. 1.42% Add +64.8% 211,535 $12.6M
CENTRAL TRUST Co 0.23% Reduce -8.8% 211,512 $12.6M
Nelson Capital Management, LLC 1.38% Add +6.9% 210,736 $12.6M
VestGen Advisors, LLC 0.37% Reduce -0.4% 210,390 $12.6M
Everhart Financial Group, Inc. 0.80% Reduce -3.9% 210,158 $12.5M
Summit Global Investments 0.68% Add +16.1% 209,959 $12.5M
Serenity Investment Advisors 5.34% Add +8.6% 208,575 $12.5M
Polianta Ltd 1.55% Add +6.2% 209,500 $12.5M
Roberts Wealth Advisors, LLC 2.83% Add +4.7% 209,105 $12.5M
O'shaughnessy Asset Management, LLC 0.06% Reduce -2.2% 209,096 $12.5M
Cliffwater LLC 3.10% No change 208,320 $12.4M
BTG Pactual Asset Management US LLC 0.94% Add +4.3% 208,277 $12.4M
Hurlow Wealth Management Group, Inc. 2.59% Reduce -2.7% 208,177 $12.4M
Thrive Capital Management, LLC 2.34% Reduce -5.5% 207,936 $12.4M
Tarbox Family Office, Inc. 1.77% Reduce -1.8% 206,982 $12.4M
Mosaic Family Wealth Partners, LLC 0.84% Add +3.1% 206,985 $12.4M
Arrowroot Family Office, LLC 3.53% Add +7.8% 206,771 $12.3M
Roble, Belko & Company, Inc 1.33% Reduce -0.0% 205,733 $12.3M
Private Client Services, LLC 3.22% Add +5.3% 205,611 $12.3M
First Manhattan Co. Llc. 0.03% Add +7.7% 205,362 $12.3M
Soltis Investment Advisors LLC 0.70% Add +3.7% 204,645 $12.2M
Arkadios Wealth Advisors 0.19% Reduce -6.2% 203,635 $12.2M
Cardiff Park Advisors, LLC 0.94% Reduce -0.4% 203,206 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Add +14.1% 204,062 $12.1M
Mittelman Wealth Management 7.99% Reduce -83.0% 40,913 $12.1M
VCI Wealth Management LLC 3.00% Add +6.2% 200,329 $12.0M
Obsido Oy 6.39% Add +3.2% 200,316 $12.0M
Standard Family Office LLC 10.48% No change 199,747 $11.9M
Vanguard National Trust Co 0.65% Reduce -2.6% 199,187 $11.9M
American Trust 0.91% Reduce -0.7% 197,956 $11.8M
Ariston Services Group 6.47% Add +0.0% 196,446 $11.7M
Panagora Asset Management Inc. 0.04% Add +30.0% 196,400 $11.7M
Atlantic Union Bankshares Corp 0.20% Reduce -5.5% 196,206 $11.7M
Brindle & Bay Financial Advisors, LLC 5.83% Reduce -24.5% 195,316 $11.7M
Fifth Third Wealth Advisors LLC 0.33% Add +0.5% 194,987 $11.6M
CoreCap Advisors, LLC 0.34% Add +1.8% 194,896 $11.6M
Cypress Financial Planning LLC 2.84% Add +1.8% 194,151 $11.6M
Cambridge Advisors Inc. 1.99% Add +4.1% 193,518 $11.6M
Avantax Planning Partners, Inc. 0.29% Reduce -6.7% 192,975 $11.5M
Menora Mivtachim Holdings LTD. 0.04% Reduce -15.0% 192,000 $11.5M
Brown Wealth Management, LLC 2.56% Add +14.0% 191,994 $11.5M
Sterling Wealth Management, Inc. 2.85% Reduce -3.5% 191,948 $11.5M
Certuity, LLC 0.56% Add +28.0% 191,106 $11.4M
Regimen Wealth, LLC 3.04% Add +1.2% 189,253 $11.3M
Freedom Financial Partners LLC 3.66% Add +1.7% 188,385 $11.2M
Creative Financial Designs Inc. 0.53% Reduce -22.0% 187,174 $11.2M
Cordoba Advisory Partners LLC 2.37% Add +2.3% 187,121 $11.2M
Smith, Moore & Co. 0.72% Add +0.3% 186,905 $11.2M
MainStreet Investment Advisors LLC 1.52% Reduce -2.7% 186,625 $11.1M
Bartlett & Co. Wealth Management LLC 0.14% Add +0.0% 185,290 $11.1M
Old Second National Bank of Aurora 2.06% Add +4162.4% 183,240 $10.9M
Myecfo, LLC 4.11% Add +8.8% 182,620 $10.9M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -43.2% 182,142 $10.9M
Legacies Wealth LLC 5.94% Add +5.0% 181,522 $10.8M
Tortoise Investment Management, LLC 0.81% Reduce -2.3% 181,484 $10.8M
Newton One Investments LLC 2.72% Reduce -1.3% 180,916 $10.8M
Finhabits Advisors LLC 9.06% Reduce -0.3% 180,536 $10.8M
Forefront Analytics, LLC 11.70% Add +0.1% 180,376 $10.8M
Cranbrook Wealth Management, LLC 2.01% Reduce -2.7% 180,178 $10.8M
Ashton Thomas Private Wealth, LLC 0.22% Add +5.6% 180,176 $10.8M
Steelhead Wealth Management LLC 4.32% Add +5.1% 179,975 $10.7M
Beacon Advisors Holdings, LLC 5.25% Reduce -3.4% 179,552 $10.7M
Echo45 Advisors LLC 5.52% Add +3.3% 179,178 $10.7M
Sage Rhino Capital LLC 1.75% Reduce -3.8% 178,578 $10.7M
Benjamin Edwards Inc. 0.10% Reduce -2.4% 178,439 $10.7M
Waterloo Capital, L.P. 0.60% Add +3.5% 178,293 $10.6M
Watershed Private Wealth LLC 2.98% Reduce -16.4% 177,470 $10.6M
Sierra Capital LLC 1.02% Reduce -0.4% 176,075 $10.5M
Smith & Howard Wealth Management, LLC 2.15% Reduce -2.8% 175,132 $10.5M
Fairway Wealth LLC 2.38% Add +10.1% 174,419 $10.4M
Aurelius Family Office LLC 4.08% Add +9.2% 173,692 $10.4M
Applied Capital LLC 3.32% Add +7.0% 172,430 $10.3M
Atmos Advisory, LLC 5.36% Add +1.6% 171,801 $10.3M
Fluent Financial, LLC 3.65% New 171,441 $10.2M
Canada Post Corp Registered Pension Plan 0.35% No change 170,000 $10.1M
IFP Advisors, Inc 0.18% Add +14.7% 169,501 $10.1M
Integrated Advisors Network LLC 0.46% Add +1.0% 168,859 $10.1M
Battery Global Advisors, LLC 5.04% Add +0.8% 168,815 $10.1M
Advocate Group LLC 1.51% Add +0.2% 168,611 $10.1M
Claro Advisors Inc. 1.05% Reduce -1.8% 168,361 $10.0M
Plancorp, LLC 0.24% Add +14.0% 170,724 $10.0M
St. Louis Trust Co 1.15% Add +1.4% 197,689 $10.0M
Roundview Capital LLC 0.55% Add +8.1% 167,995 $10.0M
Robertson Stephens Wealth Management, LLC 0.25% Add +3.8% 167,853 $10.0M
Trust Co. of Vermont 0.37% — 167,562 $10.0M
TMB Capital Partners, LLC 3.11% Add +2.6% 167,068 $10.0M
Stephens Inc. 0.11% Reduce -1.7% 166,867 $10.0M
Proathlete Wealth Management LLC 2.45% Add +0.9% 165,953 $9.9M
Tribridge Partners Financial LLC 3.87% Reduce -2.5% 169,415 $9.9M
Fiduciary Group, LLC 0.77% Add +0.3% 165,192 $9.9M
PFW Advisors LLC 2.87% Reduce -1.7% 165,149 $9.9M
Courier Capital LLC 0.49% Add +2.2% 164,500 $9.8M
Aletheian Wealth Advisors LLC 4.18% Reduce -1.2% 164,003 $9.8M
BlueSky Wealth Advisors, LLC 1.13% Reduce -4.6% 163,505 $9.8M
XY Planning Network, Inc. 1.22% Reduce -1.9% 163,066 $9.7M
Principal Financial Group Inc. 0.00% Reduce -0.3% 162,972 $9.7M
Pachira Investments Inc. 3.65% Add +22.8% 162,264 $9.7M
Aspiriant, LLC 0.24% Add +7.6% 162,170 $9.7M
Forvis Mazars Wealth Advisors, LLC 0.16% Reduce -6.6% 161,637 $9.6M
Jefferies Financial Group Inc. 0.09% Add +7.6% 161,488 $9.6M
Omnia Family Wealth, LLC 2.57% Add +3.6% 160,681 $9.6M
Stonekeep Investments, LLC 5.57% Add +4.7% 160,433 $9.6M
Investment Partners, LTD. 2.99% Add +3.4% 160,300 $9.6M
4Thought Financial Group Inc. 4.49% Add +1.0% 160,051 $9.6M
Bradley Foster & Sargent Inc. 0.13% Add +1.1% 159,679 $9.5M
Abacus Planning Group, Inc. 1.18% Add +0.7% 159,639 $9.5M
Ritholtz Wealth Management 0.14% Add +6.7% 158,248 $9.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.36% Add +4.0% 157,845 $9.4M
Mechanics Bank Trust Department 1.16% Add +53.3% 157,733 $9.4M
HUB Investment Partners, LLC 0.17% Add +5.6% 156,359 $9.3M
HM Payson & Co. 0.12% Add +7.6% 155,690 $9.3M
Wallington Asset Management, LLC 1.14% Reduce -0.2% 155,651 $9.3M
Private Wealth Advisors, LLC 2.77% Add +31.6% 155,178 $9.3M
Matrix Private Capital Group LLC 4.01% Add +1.0% 154,655 $9.2M
Courage Miller Partners, LLC 2.41% Reduce -0.4% 152,857 $9.1M
Hiley Hunt Wealth Management 3.60% Add +2.5% 152,521 $9.1M
Parr McKnight Wealth Management Group, LLC 1.08% Reduce -20.6% 152,499 $9.1M
World Investment Advisors 0.15% Add +1.4% 160,267 $9.1M
Founders Grove Wealth Partners, LLC 1.81% Reduce -2.9% 152,127 $9.1M
Perigon Wealth Management, LLC 0.14% Add +7.6% 151,626 $9.1M
Level Wealth Management LLC 3.61% Add +8.7% 150,938 $9.0M
Zeit Capital LLC 5.42% Add +0.1% 150,703 $9.0M
Beirne Wealth Consulting Services, LLC 1.79% Reduce -0.1% 150,453 $9.0M
RiverGlades Family Offices LLC 4.11% Add +1.0% 150,013 $9.0M
Henshaw Capital LLC 0.29% No change 150,000 $9.0M
Clearstead Advisors, LLC 0.08% Reduce -21.0% 149,458 $8.9M
Ocean Park Asset Management, LLC 0.43% New 148,752 $8.9M
LVW Advisors, LLC 0.77% Add +6.8% 148,363 $8.9M
North Star Asset Management Inc. 0.35% Add +4.7% 148,229 $8.8M
SkyOak Wealth, LLC 1.44% Add +26.4% 147,895 $8.8M
James J. Burns & Company, LLC 0.94% Add +5.4% 146,149 $8.7M
LBMC Investment Advisors, LLC 0.47% Add +1.1% 145,375 $8.7M
Seneca Financial Advisors LLC 2.25% Reduce -0.9% 145,091 $8.7M
Joule Financial, LLC 2.34% Reduce -0.7% 144,763 $8.6M
Hillcrest Wealth Advisors - NY, LLC 3.06% Reduce -3.8% 143,416 $8.6M
Seven Springs Wealth Group, LLC 1.89% Reduce -0.3% 142,154 $8.5M
Prosperity Advisers, LLC 6.12% Add +4.0% 141,646 $8.5M
Guardian Wealth Advisors, LLC 4.22% Add +1.6% 141,280 $8.4M
Hamrick Investment Counsel, llc 5.55% Reduce -2.3% 140,306 $8.4M
First PREMIER Bank 1.35% Add +2042.9% 139,827 $8.3M
Heritage Trust Co 0.72% Add +2.0% 139,607 $8.3M
Vident Advisory, LLC 0.06% Reduce -71.6% 139,606 $8.3M
Dravo Bay LLC 2.88% Add +8.8% 139,344 $8.3M
Discipline Wealth Solutions, LLC 0.72% Add +33.2% 138,366 $8.3M
IF Advisors, LLC 5.42% Add +6.1% 138,230 $8.3M
Central Bank & Trust Co. 1.17% Reduce -2.2% 138,052 $8.2M
Duncan Williams Asset Management, LLC 1.85% Add +3.5% 137,678 $8.2M
Bay Harbor Wealth Management, LLC 1.89% Reduce -1.7% 137,466 $8.2M
Pinnacle Associates Ltd. 0.09% Reduce -2.6% 137,454 $8.2M
Apollon Wealth Management, LLC 0.10% Add +49.6% 136,213 $8.1M
Alley Investment Management Company, LLC 0.95% Add +0.5% 135,724 $8.1M
Wedbush Securities Inc. 0.21% Reduce -3.0% 135,686 $8.1M
Odyssey Group, LLC 2.18% — 135,087 $8.1M
DiPaolo Financial Group, Inc. 5.22% Add +2.7% 133,754 $8.0M
BOK Financial Private Wealth, Inc. 0.41% Add +22.8% 133,526 $8.0M
Birch Hill Investment Advisors LLC 0.32% Add +2.3% 133,272 $8.0M
Invst, LLC 0.77% Reduce -4.8% 133,151 $7.9M
S&co Inc. 0.46% Add +0.7% 132,538 $7.9M
Gould Capital, LLC 4.40% Add +0.7% 132,232 $7.9M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.5% 132,222 $7.9M
Rodgers & Associates, LTD 0.72% Reduce -1.1% 132,163 $7.9M
Rareview Capital LLC 4.39% Add +6.4% 158,809 $7.9M
Addis & Hill, Inc 4.31% Add +33.0% 131,101 $7.8M
Ameraudi Asset Management, Inc. 3.53% Add +1.8% 130,723 $7.8M
Abound Wealth Management 1.55% Reduce -0.3% 130,464 $7.8M
1834 Investment Advisors Co. 0.88% Add +15.1% 130,197 $7.8M
Auour Investments LLC 2.23% Add +0.3% 130,096 $7.8M
Main Street Financial Solutions, LLC 0.50% Add +1.9% 129,754 $7.7M
Hopwood Nicholas Hunter 2.12% Add +0.4% 129,401 $7.7M
Parkside Financial Bank & Trust 0.53% Reduce -4.7% 129,255 $7.7M
Dorsey & Whitney Trust CO LLC 0.37% Reduce -1.3% 128,852 $7.7M
Cedar Point Capital Partners, LLC 4.42% Add +3.4% 128,631 $7.7M
Cherry Tree Wealth Management, LLC 1.44% Add +3.5% 128,061 $7.6M
Ethos Financial Group, LLC 0.51% Add +0.5% 134,176 $7.6M
Michelson Medical Research Foundation, Inc. 7.04% No change 127,630 $7.6M
Walkner Condon Financial Advisors LLC 0.88% Add +6.2% 127,359 $7.6M
Rockbridge Investment Management, LCC 0.62% Reduce -1.6% 127,189 $7.6M
Frank, Rimerman Advisors LLC 0.43% Reduce -3.9% 127,007 $7.6M
Talon Private Wealth, LLC 0.88% Add +9.7% 126,199 $7.5M
Strong Retirement Solutions LLC 4.51% Add +9.2% 126,049 $7.5M
Schwallier Wealth Management LLC 4.75% New 125,922 $7.5M
Texas Yale Capital Corp. 0.16% Add +0.3% 125,606 $7.5M
Stephenson & Company, Inc. 3.51% Add +5.3% 125,603 $7.5M
Sax Wealth Advisors, LLC 0.30% Add +456.0% 138,328 $7.5M
Pinnacle Wealth Management Advisory Group, LLC 0.44% Reduce -1.9% 125,042 $7.5M
Kearns & Associates LLC 3.48% Add +8.4% 125,038 $7.5M
Zions Bancorporation, National Association 0.44% Reduce -24.6% 124,106 $7.4M
Strategic Blueprint, LLC 0.37% Reduce -0.3% 123,606 $7.4M
Gladwyn Financial Advisors, Inc. 4.61% Reduce 0.0% 123,477 $7.4M
HT Partners LLC 2.04% Reduce -0.3% 123,457 $7.4M
Aspire Private Capital, LLC 1.52% Reduce -0.5% 123,177 $7.4M
Modern Wealth Management, LLC 0.09% Reduce -13.7% 122,473 $7.3M
Principia Wealth Advisory, LLC 3.66% Add +1.8% 122,484 $7.3M
NerdWallet Wealth Partners, LLC 2.51% Add +22.7% 122,146 $7.3M
Perissos Private Wealth Management, LLC 4.90% Add +455.3% 121,524 $7.3M
Global Wealth Strategies & Associates 1.37% Add +11.6% 121,502 $7.3M
HB Wealth Management, LLC 0.04% Add +8.4% 121,465 $7.3M
Seven Bridges Advisors LLC 3.49% — 121,356 $7.2M
Waters Parkerson & Co., LLC 0.36% Add +1.4% 121,270 $7.2M
Crewe Advisors LLC 0.52% Add +1.6% 121,090 $7.2M
Sunflower Bank, N.A. 1.72% Reduce -2.4% 120,768 $7.2M
Woodstock Corp. 0.59% Reduce -0.9% 119,292 $7.1M
Cornerstone Wealth Advisors, Inc. 1.49% Reduce -0.5% 119,197 $7.1M
Oliver Luxxe Assets LLC 1.05% Reduce -1.4% 119,138 $7.1M
Summit Wealth Group, LLC 1.45% Add +2.3% 118,862 $7.1M
Great Valley Advisor Group, Inc. 0.11% Add +16.5% 118,566 $7.1M
Level Financial Advisors 1.58% Add +14.7% 118,209 $7.1M
1900 Wealth Management LLC 0.39% Add +0.1% 117,531 $7.0M
OneDigital Investment Advisors LLC 0.06% Reduce -2.8% 117,311 $7.0M
Genesis Wealth Advisors, LLC 4.16% Reduce -0.6% 116,486 $7.0M
Genesis Financial Group, LLC 4.52% Reduce -8.8% 116,387 $6.9M
Connors Investor Services Inc. 0.60% Reduce -1.6% 116,373 $6.9M
Syon Capital LLC 0.30% Reduce -8.7% 116,306 $6.9M
Rose Capital Advisors LLC 3.72% — 116,148 $6.9M
Kitching Partners, LLC 5.96% Add +4.3% 116,117 $6.9M
Schwarz Dygos Wheeler Investment Advisors LLC 1.32% Reduce -1.1% 115,634 $6.9M
Rinkey Investments 1.62% Add +6.6% 115,190 $6.9M
Hilltop National Bank 1.47% Add +3.6% 115,122 $6.9M
Cedar Mountain Advisors, LLC 1.17% Add +0.2% 114,285 $6.8M
MCF Advisors LLC 0.24% Reduce -1.7% 114,250 $6.8M
Hilltop Wealth Advisors, LLC 3.40% Add +2.7% 113,991 $6.8M
HCR Wealth Advisors 0.61% Reduce -2.2% 113,909 $6.8M
Heritage Investors Management Corp. 0.19% Reduce -6.5% 113,642 $6.8M
Atlantic Edge Private Wealth Management, LLC 1.39% Add +3.0% 113,403 $6.8M
Chilton Capital Management LLC 0.21% Reduce -0.8% 112,874 $6.7M
Parthenon LLC 0.70% Reduce -2.9% 112,336 $6.7M
Motive Wealth Advisors 2.75% Add +2.7% 111,824 $6.7M
Fifth Third Securities, Inc. 0.38% Add +7.0% 111,573 $6.7M
Kanawha Capital Management LLC 0.43% Reduce -0.7% 111,533 $6.7M
Schaper Benz & Wise Investment Counsel Inc. 0.44% Add +14.7% 111,277 $6.6M
Landmark Wealth Management, LLC 1.59% Reduce -0.5% 111,203 $6.6M
Ascent Group, LLC 0.20% Add +1.0% 111,200 $6.6M
Winthrop Advisory Group LLC 0.45% Reduce -1.5% 110,790 $6.6M
LBJ Family Wealth Advisors, Ltd. 3.37% Reduce -2.5% 111,715 $6.6M
One Capital Management, LLC 0.18% No change 122,299 $6.6M
Warner Financial, Inc. 1.94% Add +2.7% 110,483 $6.6M
Trevian Wealth Management LLC 2.80% Add +2.3% 110,175 $6.6M
GoalFusion Wealth Management, LLC 2.65% Add +2.3% 110,044 $6.6M
Haverford Trust Co 0.06% Add +0.4% 109,493 $6.5M
Ackerman Capital Advisors, LLC 1.32% Reduce -27.8% 109,461 $6.5M
AE Wealth Management LLC 0.03% Add +8.7% 109,434 $6.5M
Maltin Wealth Management, Inc. 2.17% Add +4.2% 108,812 $6.5M
Trust Co 0.58% Add +3.0% 108,515 $6.5M
Compton Wealth Advisory Group, LLC 1.31% Reduce -1.4% 109,312 $6.5M
Martel Wealth Advisors LLC 1.02% Reduce -4.7% 108,318 $6.5M
First Citizens Bank & Trust Co. 0.10% Add +0.6% 107,502 $6.4M
Becker Capital Management Inc. 0.17% Add +7.3% 107,407 $6.4M
Allstreet Capital Advisors LLC 4.15% Add +1.3% 106,767 $6.4M
Kagan Cocozza Asset Management 3.97% Add +9.1% 106,055 $6.3M
Parsons Capital Management Inc. 0.29% Add +4.0% 105,852 $6.3M
Clear Retirement Advice LLC 4.33% Add +9.0% 105,818 $6.3M
One Degree Advisors Inc 1.41% Add +1.7% 106,332 $6.3M
River Street Advisors LLC 1.85% New 105,475 $6.3M
CGN Advisors LLC 0.46% Reduce -5.8% 105,337 $6.3M
NorthCrest Asset Manangement, LLC 0.16% Add +27.8% 105,579 $6.3M
Venture Visionary Partners LLC 0.17% Add +14.4% 104,638 $6.2M
Trust Co of the South 0.88% Add +0.1% 104,479 $6.2M
Thrive Wealth Management, LLC 0.80% Reduce -0.7% 104,475 $6.2M
Retirement Wealth Solutions LLC 3.43% Reduce -3.7% 104,413 $6.2M
Proficio Capital Partners LLC 0.22% Add +0.0% 103,944 $6.2M
Naples Global Advisors, LLC 0.38% Add +1.1% 103,619 $6.2M
Sigma Planning Corp 0.16% Reduce -10.5% 103,437 $6.2M
Headinvest, LLC 1.15% Add +0.2% 103,168 $6.2M
Employees' Retirement Fund of the City of Fort Worth 2.19% Reduce -23.2% 103,000 $6.1M
Harvest Investment Advisors, LLC 3.05% Add +0.7% 102,845 $6.1M
BHK Investment Advisors, LLC 1.83% Reduce -0.3% 102,779 $6.1M
Atlas Capital Advisors Inc. 0.67% Add +1.6% 102,335 $6.1M
Opus Capital Group, LLC 0.59% Add +4.3% 102,224 $6.1M
St Germain D J Co. Inc. 0.22% Reduce -2.7% 102,148 $6.1M
Oakwell Private Wealth Management, LLC 1.01% Reduce -1.1% 102,044 $6.1M
Compass Wealth Management, LLC 2.43% Reduce -0.3% 102,026 $6.1M
SWS Partners 1.31% Reduce -1.2% 101,985 $6.1M
NewSquare Capital LLC 0.45% Reduce -0.1% 101,975 $6.1M
Triangle Securities Wealth Management 1.20% Add +1.5% 101,607 $6.1M
Koss-Olinger Consulting, LLC 0.46% Reduce -68.3% 101,129 $6.0M
Kickstand Ventures, Llc. 1.10% Add +0.2% 101,014 $6.0M
Sanchez Levi Garrett 3.27% Add +9.2% 100,884 $6.0M
Root Financial Partners, LLC 0.23% Add +11.0% 100,804 $6.0M
YANKCOM Partnership 2.16% Add +9.6% 100,691 $6.0M
Krane Financial Solutions LLC 3.69% Reduce -1.1% 100,521 $6.0M
Lazard Asset Management LLC 0.01% Add +552.0% 100,493 $6.0M
Tikvah Management LLC 1.82% Reduce -1.2% 100,400 $6.0M
Pine Valley Investments Ltd Liability Co 0.26% Add +12.2% 100,382 $6.0M
Capital Group Private Client Services, Inc. 0.08% Add +31.5% 99,963 $6.0M
Marino Management, LLC 1.24% No change 100,287 $5.9M
Lowe Brockenbrough & Co. Inc. 0.26% Reduce -6.2% 99,374 $5.9M
Ieq Capital, LLC 0.03% Reduce -9.7% 99,114 $5.9M
Financial Synergies Wealth Advisors, Inc. 0.50% Reduce -3.1% 99,074 $5.9M
Arch Global Advisors, LLC 2.61% Add +5.6% 98,745 $5.9M
Tandem Financial, LLC 1.88% Add +58.9% 97,845 $5.8M
Hancock Whitney Corp. 0.10% Add +0.7% 97,673 $5.8M
Heartwood Wealth Advisors LLC 0.45% Add +8.8% 97,586 $5.8M
Twin Tree Management, LP 0.91% Add +354.6% 97,473 $5.8M
Breakwater Investment Management 1.98% Reduce -6.3% 97,327 $5.8M
Nwam LLC 0.29% Add +1.4% 97,196 $5.8M
Western Reserve Capital Management, LLC 4.30% Add +4.0% 97,117 $5.8M
Wealth Advisory Team LLC 4.71% — 97,012 $5.8M
J.E. Simmons & Co., P.C. 3.25% Reduce -1.9% 96,696 $5.8M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +13.9% 96,699 $5.8M
Berkshire Asset Management LLC 0.23% Add +1.1% 96,284 $5.7M
Vilga Financial Planning LLC 4.33% Reduce -6.8% 95,814 $5.7M
Ameritas Advisory Services, LLC 0.12% Add +12.1% 95,779 $5.7M
Wealth Management Strategies, Inc. 2.23% Add +11.7% 95,572 $5.7M
Waldron Private Wealth LLC 0.20% Add +3.2% 95,385 $5.7M
Fiducient Advisors LLC 0.81% Reduce -2.2% 95,200 $5.7M
Allianz Asset Management GmbH 0.01% Add +12.6% 94,914 $5.7M
Sapient Capital LLC 0.07% Add +22.8% 94,877 $5.7M
Davis R M Inc. 0.09% Reduce -0.3% 94,424 $5.6M
Phoenix Financial Ltd. 0.04% Add +6.8% 94,353 $5.6M
1ST Source Bank 0.26% Add +6.5% 94,313 $5.6M
Thayer Partners, LLC / MA 2.31% Add +0.6% 93,407 $5.6M
McNamara Financial Services, Inc. 0.96% Reduce -1.8% 93,210 $5.6M
Nipun Capital, L.P. 2.57% No change 92,200 $5.5M
Hardy Reed LLC 0.35% Add +0.1% 92,125 $5.5M
Angeles Investment Advisors, LLC 0.33% Add +22.4% 92,081 $5.5M
Westwood Holdings Group Inc. 0.04% Add +1.4% 91,691 $5.5M
Arete Wealth Advisors, LLC 0.36% Reduce -21.8% 91,637 $5.5M
Cooksen Wealth, LLC 3.44% Add +0.7% 91,387 $5.5M
Brown Brothers Harriman & Co. 0.02% Reduce -7.5% 91,267 $5.4M
KRM Wealth Management L.L.C. 2.39% Add +15.2% 91,096 $5.4M
Wellington Management Group LLP 0.00% Reduce -21.6% 90,738 $5.4M
Journey Beyond Wealth, LLC 4.23% Reduce -2.5% 90,658 $5.4M
Peterson Wealth Advisors, LLC 0.64% Reduce -2.5% 90,489 $5.4M
Johnson Financial Group, Inc. 0.18% Reduce -3.3% 89,903 $5.4M
Bank of New Hampshire 1.10% Add +2.5% 88,537 $5.3M
Marathon Strategic Advisors, LLC 2.98% Reduce -2.6% 88,304 $5.3M
Advisors Management Group Inc. 0.87% Reduce -0.7% 88,169 $5.3M
Galvin, Gaustad & Stein, LLC 0.39% Reduce -14.8% 88,004 $5.3M
K2 Financial Inc. 3.70% Add +0.6% 87,234 $5.2M
Columbus Macro, LLC 0.51% Reduce -0.2% 87,481 $5.2M
Lee Danner & Bass Inc. 0.30% Reduce -1.7% 87,479 $5.2M
Flywheel Private Wealth LLC 2.56% Add +22.9% 86,952 $5.2M
Brighton Jones LLC 0.10% Add +5.5% 86,820 $5.2M
Joel Isaacson & Co., LLC 0.15% Add +3.2% 86,763 $5.2M
FMA Wealth Management, LLC 3.31% Reduce -3.4% 86,554 $5.2M
Accelerate Investment Advisors LLC 2.96% Reduce -0.8% 86,459 $5.2M
Signal Tree Financial Partners LLC 3.40% Add +2.1% 85,839 $5.1M
Ascent Wealth Partners, LLC 0.51% No change 85,527 $5.1M
Woodmont Investment Counsel LLC 0.28% Reduce -1.4% 85,294 $5.1M
Newport Capital Group, LLC 2.86% Add +13.1% 85,296 $5.1M
Northern Lights Advisors, Inc. 2.77% Add +7.7% 85,133 $5.1M
VERITY Wealth Advisors 3.06% No change 84,936 $5.1M
Brown Miller Wealth Management, LLC 1.27% Add +5.7% 84,782 $5.1M
Allie Family Office LLC 1.87% Add +49.9% 84,507 $5.0M
Bridgewealth Advisory Group, LLC 0.95% Add +7.3% 84,090 $5.0M
Elmwood Wealth Management, Inc. 1.25% Add +3.5% 83,728 $5.0M
Bryn Mawr Trust Advisors, LLC 0.21% Reduce -9.7% 82,533 $4.9M
Centennial Bank 1.58% Add +0.9% 82,369 $4.9M
McAdam, LLC 0.19% Reduce -13.4% 82,274 $4.9M
First Western Trust Bank 0.24% Add +8.6% 82,243 $4.9M
Clear Harbor Asset Management, LLC 0.31% Add +2.4% 81,999 $4.9M
Vavra Capital Management, LLC 4.28% Add +0.6% 81,922 $4.9M
Glenview Trust Co 0.07% Reduce -2.7% 81,890 $4.9M
Fourpath Capital Management, LLC 0.64% Add +0.3% 81,703 $4.9M
Cahill Financial Advisors Inc. 0.47% Reduce -1.7% 81,463 $4.9M
Cutler Investment Counsel LLC 0.46% Add +10.5% 81,337 $4.9M
Campion Asset Management 2.96% Add +2.6% 81,332 $4.9M
RFG Advisory, LLC 0.08% Reduce -49.8% 81,075 $4.8M
BKM Wealth Management, LLC 1.70% Reduce -8.8% 80,565 $4.8M
Ni Acquisitions Company, LLC 2.04% — 110,878 $4.8M
Werba Rubin Papier Wealth Management 0.57% Add +6.0% 79,267 $4.7M
Gutierrez Wealth Advisory, LLC 2.73% Reduce -2.1% 79,261 $4.7M
Gordian Advisors LLC 2.77% Add +1.5% 78,953 $4.7M
First Heartland Consultants, Inc. 0.30% Reduce -1.2% 78,766 $4.7M
Bricktown Capital, LLC 0.85% No change 78,603 $4.7M
Fullerton Advisors, LLC 4.39% Add +5.6% 78,599 $4.7M
Moody LYNN Lieberson & Walker, LLC 0.25% Add +915.3% 78,551 $4.7M
Fiera Capital Corp 0.02% Add +22.9% 78,510 $4.7M
WBH Advisory Inc. 0.31% Add +0.6% 78,491 $4.7M
Lutz Financial Services LLC 0.28% Add +0.1% 77,894 $4.6M
TD Private Client Wealth LLC 0.09% Reduce -1.7% 77,856 $4.6M
E&G Advisors, LLC 0.90% Add +0.6% 77,902 $4.6M
Gladstone Institutional Advisory LLC 0.15% Add +12.6% 77,840 $4.6M
Emerald Investment Advisers, LLC 0.31% No change 77,618 $4.6M
Defined Wealth Management, LLC 2.38% Reduce -1.3% 77,506 $4.6M
Louisbourg Investments Inc. 0.85% Add +3.5% 77,276 $4.6M
TPG Financial Advisors, LLC 1.38% Reduce -3.2% 77,167 $4.6M
Brucke Financial, Inc. 2.04% Add +9.8% 76,784 $4.6M
Van Strum & Towne Inc. 1.25% Reduce -0.6% 76,520 $4.6M
Hohimer Wealth Management, LLC 0.47% Add +8.6% 76,497 $4.6M
SVB Wealth LLC 0.29% Add +0.4% 76,331 $4.6M
American Alpha Advisors, LLC 2.69% Add +22.0% 76,294 $4.6M
Hudson Oak Wealth Advisory LLC 3.51% Add +2.6% 76,239 $4.6M
Elevated Capital Advisors, LLC 1.23% Add +4.9% 75,231 $4.5M
Drucker Wealth 3.0, LLC 0.71% Reduce -5.1% 75,055 $4.5M
CIBC Asset Management Inc 0.01% Reduce -1.8% 74,965 $4.5M
Meadowbrook Advisors Group, LLC 2.39% Add +10.4% 74,825 $4.5M
Fortitude Family Office, LLC 0.87% Reduce -2.9% 74,695 $4.5M
Howland Capital Management LLC 0.16% Add +12.8% 74,331 $4.4M
Orin Green Financial, LLC 1.63% Reduce -3.8% 74,155 $4.4M
Grey Fox Wealth Advisors, LLC 0.69% Add +0.2% 73,658 $4.4M
LMCG Investments, LLC 0.24% Add +3.4% 73,630 $4.4M
Hexagon Capital Partners LLC 0.62% Add +5.6% 73,467 $4.4M
Chesley Taft & Associates LLC 0.17% Add +5.8% 73,294 $4.4M
Two Sigma Securities, LLC 0.38% New 73,029 $4.4M
Angeles Wealth Management, LLC 0.20% Add +6.0% 72,572 $4.3M
Ironwood Investment Management LLC 1.50% Add +5.8% 72,554 $4.3M
WealthSpring Partners, LLC 3.72% Add +3.0% 72,464 $4.3M
Lanark Financial, Inc. 0.29% Add +6.2% 72,277 $4.3M
CWA Asset Management Group, LLC 0.13% Add +0.7% 71,941 $4.3M
Aspen Grove Capital, LLC 0.62% Add +0.7% 71,576 $4.3M
Summitas Investment Management LLC 3.17% Add +9.8% 71,554 $4.3M
Altura Wealth Advisors Inc. 1.44% Add +210.0% 71,481 $4.3M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -4.9% 71,987 $4.3M
Security Financial Services, INC. 0.59% Add +0.3% 71,068 $4.2M
PFC Capital Group, Inc. 1.62% Add +2.5% 70,808 $4.2M
REDW Wealth LLC 1.51% Reduce -20.4% 70,687 $4.2M
TFO Wealth Partners, LLC 0.46% Reduce -0.8% 70,551 $4.2M
Ensign Peak Advisors, Inc 0.01% Reduce -19.0% 70,418 $4.2M
Symmetry Partners, LLC 0.21% Reduce -2.7% 70,283 $4.2M
Creekside Partners 1.52% Add +0.8% 70,169 $4.2M
6th Street Advisors, LLC 2.40% Reduce -0.1% 70,059 $4.2M
GC Wealth Management RIA, LLC 0.24% Add +2.9% 70,020 $4.2M
Oakmont Advisory Group, LLC 3.51% Add +1.7% 70,015 $4.2M
Strategic Financial Partners, Ltd. 1.57% Reduce -19.8% 69,598 $4.2M
Aureus Asset Management, LLC 0.25% Reduce -3.4% 69,542 $4.2M
Wealth Advisory Solutions, LLC 0.85% Reduce -9.8% 69,496 $4.1M
Clear Creek Financial Management, LLC 0.27% Add +1.0% 69,460 $4.1M
Fidelis Capital Partners, LLC 0.24% Reduce -1.4% 69,329 $4.1M
Garden State Investment Advisory Services LLC 0.81% Add +19.6% 69,187 $4.1M
Private Advisory Group LLC 0.23% Add +23.1% 68,974 $4.1M
CFO4Life Group, LLC 0.55% Reduce -1.9% 68,603 $4.1M
Tred Avon Family Wealth, LLC 1.25% Add +0.0% 68,506 $4.1M
Graetz Wealth LLC 3.25% Reduce -18.2% 68,285 $4.1M
New England Private Wealth Advisors LLC 0.39% Add +9.0% 70,420 $4.1M
Avity Investment Management Inc. 0.26% Add +7.7% 68,168 $4.1M
DWR Wealth Management, LLC 3.03% Reduce -8.4% 68,493 $4.1M
Connecticut Wealth Management, LLC 0.15% Reduce -1.0% 67,746 $4.0M
DDFG, Inc 0.80% Reduce -26.7% 67,658 $4.0M
Cadence Wealth Management LLC 1.81% Add +1.8% 67,595 $4.0M
Green Ridge Wealth Planning LLC 1.69% Add +46.2% 67,463 $4.0M
Values Added Financial LLC 1.45% Reduce -0.8% 67,246 $4.0M
E&R Wealth Management, LLC 3.40% Add +8.2% 67,143 $4.0M
Arbor Trust Wealth Advisors, LLC 1.61% Reduce -5.8% 66,972 $4.0M
Welch & Forbes LLC 0.05% Add +21.8% 66,937 $4.0M
Granite Harbor Advisors, Inc. 1.59% Add +0.1% 66,717 $4.0M
Upper Left Wealth Management, LLC 2.20% Add +7.7% 66,590 $4.0M
Retirement Planning Group, LLC 0.10% Add +8.1% 66,550 $4.0M
Balboa Wealth Partners 0.54% Reduce -2.4% 66,340 $4.0M
Dynasty Wealth Management, LLC 0.03% Add +10.0% 66,253 $4.0M
Blueprint Investment Partners LLC 0.33% Reduce -10.6% 66,225 $4.0M
Daymark Wealth Partners, LLC 0.10% Add +16.8% 66,032 $3.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -2.0% 65,982 $3.9M
Rockland Trust Co. 0.15% Add +3.7% 65,940 $3.9M
American Investment Services, Inc. 0.83% Reduce -6.2% 65,771 $3.9M
Family CFO Inc 1.51% Reduce -0.3% 65,553 $3.9M
Collaborative Capital Advisors LLC 2.46% — 65,257 $3.9M
Fort Sheridan Advisors LLC 0.42% Add +0.1% 65,201 $3.9M
Independent Financial Group, LLC 0.07% Add +113.3% 65,080 $3.9M
Pathway Financial Advisors LLC 0.45% Add +44.7% 65,257 $3.9M
VSM Wealth Advisory, LLC 1.02% Reduce -0.4% 64,510 $3.9M
Avestar Capital, LLC 0.23% Add +14.8% 64,086 $3.8M
Sageworth Trust Co 0.15% No change 64,066 $3.8M
Diversified Trust Co. 0.06% Add +12.2% 63,962 $3.8M
Carroll Advisory Group, LLC 1.25% Add +56.9% 63,963 $3.8M
Rothschild Wealth LLC 0.30% Add +0.3% 63,759 $3.8M
First National Bank of Omaha 0.11% Reduce -3.7% 63,698 $3.8M
Congress Asset Management Co. 0.02% Reduce -2.0% 63,590 $3.8M
Integrated Capital Management, LLC 1.36% Add +1.1% 63,377 $3.8M
AlTi Global, Inc. 0.08% Add +1.6% 63,304 $3.8M
Johnson Bixby & Associates, LLC 0.42% Add +0.9% 63,235 $3.8M
Plan Group Financial, LLC 0.78% Add +138.5% 63,207 $3.8M
Financial Guidance Group, Inc. 1.41% Add +6.2% 63,137 $3.8M
Arta Finance Wealth Management LLC 1.61% Add +8.9% 62,985 $3.8M
Manchester Capital Management LLC 0.49% Add +6.6% 62,956 $3.8M
Cornerstone Wealth Management, LLC 0.16% Add +4.0% 62,882 $3.8M
Spire Wealth Management 0.11% Reduce -0.9% 62,867 $3.8M
Linscomb Wealth, Inc. 0.16% Reduce -2.1% 62,511 $3.7M
Cassilly Financial Group LLC 2.71% Add +4.9% 62,481 $3.7M
Astoria Strategic Wealth, Inc. 0.85% Reduce -4.8% 62,287 $3.7M
Asset Dedication, LLC 0.23% Add +18.6% 62,126 $3.7M
HighRoad Wealth Advisors, LLC 3.13% Add +2.9% 62,115 $3.7M
Aerodigm Wealth, LLC 1.25% Reduce -1.8% 61,852 $3.7M
Manuka Financial, LLC 1.91% Add +7.6% 61,565 $3.7M
PFG Advisors 0.18% Reduce -51.6% 61,217 $3.7M
Ti-Trust, Inc. 1.96% Add +1.0% 61,201 $3.7M
Seven Post Investment Office LP 1.04% Reduce -2.8% 61,114 $3.6M
Truepoint, Inc. 0.08% Reduce -5.8% 61,033 $3.6M
Capital Analysts, LLC 0.08% Add +19.0% 61,047 $3.6M
Burney Co./ 0.10% Reduce -4.5% 60,693 $3.6M
NavPoint Financial, Inc. 1.33% Add +0.1% 60,322 $3.6M
Brandes Investment Partners, LP 0.03% New 59,946 $3.6M
Gallagher Fiduciary Advisors, LLC 0.12% Reduce -98.1% 59,807 $3.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.79% Add +1.2% 59,567 $3.6M
Salomon & Ludwin, LLC 0.29% Reduce -0.7% 59,601 $3.5M
First Bancorp, Inc 1.39% Add +0.0% 59,083 $3.5M
Prospera Financial Services Inc 0.05% Add +1.0% 58,765 $3.5M
Brickley Wealth Management 0.50% Reduce -0.0% 58,627 $3.5M
Institute for Wealth Management, LLC. 0.31% Reduce -13.5% 58,595 $3.5M
Disciplined Investments, LLC 1.13% Add +1.2% 58,442 $3.5M
Tme Financial, Inc. 2.15% Reduce -63.1% 58,406 $3.5M
Maripau Wealth Management LLC 1.24% Add +8.3% 58,036 $3.5M
Vista Investment Management 1.04% Add +1.9% 57,926 $3.5M
Winter & Associates, Inc. 2.60% Add +59.7% 57,882 $3.5M
Legacy Wealth Partners, LLC 0.77% Add +1.5% 57,486 $3.4M
LifePlan Investment Advisors, Inc. 1.18% Add +4.0% 57,400 $3.4M
City Holding Co. 0.39% Add +15.0% 57,204 $3.4M
J. M. Brown & Associates Inc. 1.94% — 56,716 $3.4M
VVR Holdings LLC 1.46% Reduce -4.2% 56,684 $3.4M
Petros Family Wealth, LLC 2.07% Reduce -2.4% 56,648 $3.4M
Annis Gardner Whiting Capital Advisors, LLC 0.50% Add +0.3% 55,969 $3.3M
Foster & Motley Inc. 0.15% Add +6.3% 55,733 $3.3M
Ticino Wealth 1.05% Reduce -14.6% 55,640 $3.3M
D'Orazio & Associates, Inc. 0.38% Reduce -0.7% 55,603 $3.3M
Pinnacle Bancorp, Inc. 0.86% Reduce -0.2% 55,536 $3.3M
Silverlake Wealth Management LLC 0.63% Reduce -3.1% 55,388 $3.3M
American Financial Advisors, LLC 0.40% Reduce -0.9% 55,127 $3.3M
Falcon Wealth Planning 0.21% Reduce -1.1% 54,943 $3.3M
Summit Financial Strategies, Inc. 0.23% Reduce -12.4% 54,857 $3.3M
Integrity Wealth Solutions LLC 1.21% Reduce -5.9% 54,654 $3.3M
Kingsview Wealth Management, LLC 0.04% Reduce -1.5% 54,646 $3.3M
Gemmer Asset Management LLC 0.22% Add +0.5% 54,554 $3.3M
Meridian Wealth Management, LLC 0.10% Add +10.1% 54,598 $3.2M
Hardin Capital Partners, LLC 1.50% Add +4.0% 54,274 $3.2M
Oak Family Advisors, LLC 0.94% Add +11.2% 54,287 $3.2M
Canandaigua National Bank & Trust Co. 0.27% — 54,100 $3.2M
Brand Asset Management Group, Inc. 0.71% Add +6.1% 53,918 $3.2M
Brightwater Advisory LLC 2.03% Reduce -1.1% 53,787 $3.2M
Prentice Wealth Management LLC 0.66% Reduce -6.4% 53,756 $3.2M
FSB Premier Wealth Management, Inc. 0.89% Reduce -0.7% 53,174 $3.2M
Rooted Wealth Advisors, Inc. 0.78% Add +3.5% 53,086 $3.2M
Silver Oak Securities, Incorporated 0.19% Add +7.2% 52,871 $3.2M
Monarch Capital Management Inc. 0.72% Add +1.7% 52,656 $3.1M
Vaquero Private Wealth, Ltd. 0.64% — 52,309 $3.1M
Evanson Financial, LLC 0.15% — 52,250 $3.1M
Bedminster, LLC 2.66% Reduce -32.4% 52,215 $3.1M
Brady Martz Wealth Solutions, LLC 0.47% Add +0.5% 52,162 $3.1M
Voya Financial Advisors, Inc. 0.27% Add +21.2% 52,467 $3.1M
Global Trust Wealth Management LLC 2.14% Add +34.7% 51,986 $3.1M
Main Management LLC 0.21% Reduce -0.5% 51,961 $3.1M
Stone Summit Wealth LLC 0.79% Reduce -1.7% 51,880 $3.1M
HighPoint Advisor Group LLC 0.11% Add +1.0% 51,840 $3.1M
Junk Investment Group, LLC 1.37% Add +3.1% 51,736 $3.1M
MetLife Investment Management, LLC 0.01% No change 51,390 $3.1M
Burling Wealth Partners, LLC 0.45% Add +8.8% 51,357 $3.1M
Avion Wealth 0.57% Reduce -1.1% 51,314 $3.1M
AssuredPartners Investment Advisors, LLC 0.30% Add +1.4% 51,008 $3.0M
Xcelsior Advisor Partners LLC 0.40% Reduce -5.5% 50,756 $3.0M
Cary Street Partners Financial LLC 0.07% Reduce -9.0% 50,629 $3.0M
LMG Wealth Partners, LLC 0.48% Reduce -0.2% 50,439 $3.0M
Norris Perne & French LLP 0.13% Reduce -1.6% 50,305 $3.0M
MBL Wealth, LLC 0.20% Reduce -1.0% 50,206 $3.0M
BigSur Wealth Management LLC 0.72% No change 50,100 $3.0M
NORTHSTAR ASSET MANAGEMENT Co 0.56% New 51,633 $3.0M
Lexington Hill Partners, LLC 1.45% Add +32.2% 49,940 $3.0M
Carter Financial Group, INC. 1.54% Add +1.0% 49,782 $3.0M
MorganRosel Wealth Management, LLC 1.00% Add +9.2% 49,705 $3.0M
Wealth Enhancement Trust Services, Inc. 0.33% Add +14.3% 49,588 $3.0M
Atlas Legacy Advisors, LLC 0.44% Add +3.4% 49,548 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.36% Reduce -15.1% 49,506 $3.0M
Red Wave Investments LLC 0.75% Reduce -0.2% 49,500 $3.0M
Certior Financial Group, LLC 1.62% Add +15.0% 49,464 $3.0M
Fire Capital Management LLC 1.20% Add +1.6% 49,418 $2.9M
Foundation Wealth Management, LLC\PA 0.89% Reduce -4.5% 49,369 $2.9M
BlackDiamond Wealth Management, LLC 1.19% Reduce -28.4% 48,793 $2.9M
Krilogy Financial LLC 0.09% Reduce -1.5% 49,257 $2.9M
Powell Investment Advisors, LLC 0.93% Add +1.7% 49,233 $2.9M
Greykasell Wealth Strategies, Inc. 1.06% Add +0.6% 49,054 $2.9M
Clarity Capital Advisors, LLC 1.23% Add +6.7% 49,011 $2.9M
Fiduciary Wealth Partners, LLC 1.61% Reduce -0.9% 48,909 $2.9M
Diversified Enterprises, LLC 0.14% Add +9.1% 48,869 $2.9M
Park National Corp. 0.08% Reduce -20.4% 48,752 $2.9M
FFT Wealth Management LLC 0.45% Add +7.5% 48,634 $2.9M
Capital Investment Advisory Services, LLC 0.18% Add +306.5% 48,582 $2.9M
Gilman Hill Asset Management, LLC 0.40% Add +28.8% 48,554 $2.9M
HBK Sorce Advisory LLC 0.06% Add +1.7% 48,264 $2.9M
Csenge Advisory Group 0.12% Reduce -0.4% 48,495 $2.9M
Waterfront Wealth Inc. 0.45% Add +0.4% 48,036 $2.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.16% Add +1.6% 47,924 $2.9M
Tudor Investment Corporation 0.01% Add +649.7% 47,814 $2.9M
Lynx Investment Advisory 0.93% Add +153.5% 47,737 $2.8M
Cerity Partners OCIO LLC 0.14% Reduce -55.0% 47,575 $2.8M
Quantum Portfolio Management LLC 1.02% Add +29.5% 47,458 $2.8M
Amicus Financial Advisors, LLC 0.69% Reduce -1.4% 47,074 $2.8M
Baron Silver Stevens Financial Advisors, LLC 0.36% Add +0.9% 46,908 $2.8M
Life Planning Partners, Inc 2.07% Reduce -7.1% 46,606 $2.8M
Delta Financial Advisors LLC 0.66% Reduce -0.6% 46,590 $2.8M
SWP Financial LLC 1.28% Reduce -41.4% 46,545 $2.8M
Eclectic Associates Inc. 0.32% Reduce -4.8% 46,493 $2.8M
Goldstone Financial Group, LLC 0.25% Add +116.4% 46,393 $2.8M
Greenspring Advisors, LLC 0.15% Reduce -1.6% 46,379 $2.8M
SouthState Bank Corp 0.12% Add +20.6% 46,258 $2.8M
Ausdal Financial Partners, Inc. 0.11% Add +2.3% 46,223 $2.8M
Cascade Financial Partners, LLC 0.24% Add +3.9% 46,199 $2.8M
BSW Wealth Partners 0.31% Reduce -6.6% 45,962 $2.7M
First Trust Advisors LP 0.00% Add +12.3% 45,949 $2.7M
Cassaday & Co Wealth Management LLC 0.05% Add +0.1% 45,853 $2.7M
Noble Family Wealth, LLC 0.49% Add +16.8% 45,539 $2.7M
DBK Financial Counsel, LLC 2.28% Reduce -23.8% 45,534 $2.7M
Matrix Asset Advisors Inc. 0.22% Add +0.8% 45,534 $2.7M
Private Trust Co. NA 0.22% Reduce -1.6% 45,485 $2.7M
Cyndeo Wealth Partners, LLC 0.13% Reduce -0.8% 45,344 $2.7M
Johnson Investment Counsel Inc. 0.02% Add +45.2% 45,032 $2.7M
Sound Stewardship, LLC 1.11% Add +6.4% 45,005 $2.7M
PlanVest Financial, Inc 1.79% Add +1.3% 44,777 $2.7M
Belpointe Asset Management LLC 0.09% Add +0.3% 44,751 $2.7M
Tailwinds Wealth, LLC 1.57% Add +375.5% 44,447 $2.7M
Tiff Advisory Services, LLC 0.65% Reduce -6.3% 44,398 $2.7M
Smith Partners Wealth Management, LLC 2.10% Reduce -21.9% 44,341 $2.6M
Asset Allocation & Management Company, LLC 0.87% No change 44,203 $2.6M
Single Point Partners, LLC 0.46% Reduce -1.5% 44,097 $2.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.31% Add +14.0% 43,878 $2.6M
Verum Partners LLC 0.39% Reduce -3.4% 43,674 $2.6M
Bravera Wealth 1.00% Add +6.1% 43,604 $2.6M
Summit Wealth Partners, LLC 0.37% Reduce -0.9% 43,521 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +2.6% 43,424 $2.6M
Cohen Klingenstein LLC 0.07% No change 43,329 $2.6M
Nordwand Advisors, LLC 0.40% No change 43,301 $2.6M
Nova R Wealth, Inc. 0.75% Reduce -2.1% 43,130 $2.6M
Sagace Wealth Management LLC 1.63% Add +1.2% 43,106 $2.6M
Financial Advisory Corp 0.34% Reduce -0.0% 43,021 $2.6M
Pitcairn Wealth Advisors LLC 0.28% Add +77.9% 42,923 $2.6M
Aries Wealth Management 0.50% Reduce -3.7% 42,906 $2.6M
Golden Road Advisors LLC 1.24% Add +1.1% 42,857 $2.6M
Avidian Wealth Enterprises, LLC 0.07% Add +0.6% 42,715 $2.5M
Eastern Bank 0.04% Add +2.8% 42,713 $2.5M
Shaker Investments LLC 0.92% Reduce -0.2% 42,705 $2.5M
White Lighthouse Investment Management Inc. 0.32% Reduce -13.4% 42,452 $2.5M
Rockingstone Advisors LLC 1.02% Add +25.2% 42,435 $2.5M
Jim Saulnier & Associates, LLC 1.02% Add +166.6% 42,433 $2.5M
WESCAP Management Group, Inc. 0.47% Reduce -0.6% 42,410 $2.5M
Westside Investment Management, Inc. 0.33% Add +0.2% 42,099 $2.5M
Covestor Ltd 1.45% Add +2.1% 42,056 $2.5M
Topel & Distasi Wealth Management, LLC 1.21% Reduce -3.3% 42,004 $2.5M
Francis Financial, Inc. 0.41% Add +3.2% 41,917 $2.5M
Greenleaf Trust 0.02% Reduce -5.4% 41,751 $2.5M
Chicago Partners Investment Group LLC 0.05% Add +6.3% 42,879 $2.5M
Victory Financial Group, LLC 0.26% Add +7.8% 41,516 $2.5M
Nicolet Bankshares Inc. 0.08% Add +0.4% 41,339 $2.5M
A&I Financial Services, LLC 1.07% Reduce -1.8% 41,339 $2.5M
Maseco LLP 0.07% Add +0.6% 41,318 $2.5M
West Financial Advisors, LLC 0.37% Reduce -1.3% 41,309 $2.5M
Ballast, Inc. 0.46% Reduce -8.1% 41,198 $2.5M
Columbia River Financial Group, LLC 1.31% Reduce -11.5% 40,985 $2.4M
Blueprint Financial Advisors LLC 0.27% Reduce -17.5% 40,953 $2.4M
United Advisor Group, LLC 0.26% Add +2.8% 40,857 $2.4M
Climber Capital SA 1.49% Add +1.3% 41,974 $2.4M
Clifford Swan Investment Counsel LLC 0.08% Add +259.5% 40,624 $2.4M
Windsor Advisory Group, LLC 1.76% No change 40,583 $2.4M
Global Strategic Investment Solutions, LLC 0.22% Add +0.0% 40,553 $2.4M
Stonebridge Capital Advisors LLC 0.15% Add +3.0% 40,459 $2.4M
Family Wealth Partners, LLC 0.74% Reduce -0.2% 40,351 $2.4M
Family Manage LLC 0.25% Reduce -47.8% 40,342 $2.4M
Private Wealth Asset Management, LLC 0.23% Add +0.9% 40,284 $2.4M
Vista Cima Wealth Management LLC 1.79% Add +6.2% 40,255 $2.4M
Renasant Bank 1.54% Add +3.3% 40,124 $2.4M
Jacobs Equity LLC 1.64% Add +11.8% 39,867 $2.4M
Dakota Wealth Management 0.05% Reduce -6.7% 39,866 $2.4M
Hassell Wealth Management, LLC 0.72% Add +39.4% 39,886 $2.4M
Chilton Investment Co. Inc. 0.06% Add +2.4% 39,448 $2.4M
Andina Capital Management, LLC 3.86% Reduce -51.6% 39,373 $2.4M
Titleist Asset Management, LLC 0.16% Add +1.6% 39,372 $2.4M
Ascent Advisors, LLC 2.71% Reduce -33.8% 39,640 $2.3M
Fell Capital Management 1.97% Add +0.4% 39,181 $2.3M
Gill Capital Partners, LLC 0.62% Reduce -4.9% 39,142 $2.3M
Mayport, LLC 0.36% Add +5.0% 39,003 $2.3M
Consolidated Portfolio Review Corp 0.19% Reduce -25.0% 39,000 $2.3M
Evergreen Capital Management LLC 0.04% Add +7.2% 38,924 $2.3M
Bluebird Wealth Management LLC 2.01% Reduce -0.9% 38,917 $2.3M
Monument Group Wealth Advisors, LLC 1.11% Reduce -5.8% 38,807 $2.3M
Daniel Investment Group, Inc. 1.36% — 38,501 $2.3M
Sharp Wealth Advisory, LLC 1.06% Add +13.2% 38,394 $2.3M
VAUGHAN & Co SECURITIES, INC. 1.07% No change 38,391 $2.3M
LifeGuide Financial Advisors, LLC 0.65% Add +5.1% 38,388 $2.3M
Karnit Road Accident Victims Compensation Fund 1.30% Add +3.2% 38,350 $2.3M
Orcam Financial Group 1.11% Add +17.9% 38,236 $2.3M
QRG Capital Management, Inc. 0.02% Add +45.2% 38,211 $2.3M
Community Bank, N.A. 0.25% Reduce -2.5% 38,217 $2.3M
Scharf Investments, LLC 0.08% New 38,131 $2.3M
Prime Capital Investment Advisors, LLC 0.02% Add +17.2% 38,106 $2.3M
Blue Trust, Inc. 0.02% Reduce -17.0% 38,071 $2.3M
United Community Bank 0.70% Add +1.3% 38,055 $2.3M
Renaissance Technologies 0.00% Add +92.7% 37,900 $2.3M
City State Bank 0.52% Reduce -1.8% 37,879 $2.3M
Foundations Investment Advisors, LLC 0.02% Add +1.7% 37,778 $2.3M
Crescent Grove Advisors, LLC 0.19% Add +0.4% 37,721 $2.3M
Rialto Wealth Management, LLC 0.45% Reduce -9.2% 37,718 $2.3M
VPR Management LLC 0.90% No change 37,700 $2.3M
Occidental Asset Management, LLC 0.22% Add +28.4% 37,602 $2.2M
Greenwich Wealth Management LLC 0.08% No change 37,560 $2.2M
Fairlight Advisors 1.83% — 37,530 $2.2M
Legacy Edge Advisors, LLC 0.21% Reduce -0.4% 37,524 $2.2M
Great Lakes Advisors, LLC 0.02% No change 37,511 $2.2M
OLIO Financial Planning 0.56% Reduce -5.1% 37,510 $2.2M
Revisor Wealth Management LLC 0.54% Add +7.5% 37,461 $2.2M
Navalign, LLC 0.52% Reduce -0.3% 37,455 $2.2M
Cornerstone Financial Group, LLC 1.37% Add +10.0% 37,364 $2.2M
Severin Investments, LLC 1.67% Add +19.4% 37,121 $2.2M
Hantz Financial Services, Inc. 0.03% Add +33.4% 37,110 $2.2M
Indivisible Partners 0.13% Add +172.1% 37,039 $2.2M
General Partner, Inc. 1.19% No change 36,998 $2.2M
Global Financial Private Client, LLC 0.60% Add +1.9% 36,988 $2.2M
Compass Ion Advisors, LLC 0.19% Reduce -0.6% 36,809 $2.2M
Davidson Trust Co. 0.86% Reduce -2.1% 36,787 $2.2M
Independent Advisor Alliance 0.05% Reduce -84.8% 36,770 $2.2M
Bridgewater Advisors Inc. 0.12% Add +366.1% 37,141 $2.2M
Snowden Capital Advisors LLC 0.05% Add +55.9% 36,635 $2.2M
Aegis Wealth Management LLC 1.03% Add +5.8% 36,607 $2.2M
South Plains Financial, Inc. 1.17% Reduce -1.1% 36,494 $2.2M
Kovack Advisors, Inc. 0.10% Add +13.9% 36,638 $2.2M
Colter Lewis Investment Partners LLC 0.97% Add +60.6% 36,387 $2.2M
Innova Wealth Partners 0.90% Add +574.6% 36,361 $2.2M
Rock Creek Group LLC 0.22% Reduce -75.7% 36,342 $2.2M
Avant Financial Advisors LLC 1.35% Reduce -1.8% 36,268 $2.2M
Red Lighthouse Investment Management, LLC 0.64% No change 36,195 $2.2M
North Star Investment Management Corp. 0.12% Reduce -5.1% 36,050 $2.2M
Three Bearings Fiduciary Advisors, Inc. 1.93% Reduce -1.2% 36,026 $2.2M
Riverpoint Wealth Management Holdings, LLC 0.39% Reduce -4.2% 36,003 $2.1M
Allegiance Financial Group Advisory Services LLC 0.37% Reduce -14.4% 35,939 $2.1M
Koshinski Asset Management, Inc. 0.11% Reduce -2.9% 35,933 $2.1M
TBH Global Asset Management, LLC 0.39% Reduce -8.2% 35,910 $2.1M
Moors & Cabot, Inc. 0.08% Add +18.5% 35,854 $2.1M
Viewpoint Investment Partners Corp. 0.74% Add +12.3% 35,720 $2.1M
Lake Street Private Wealth, LLC 0.24% Add +1.4% 35,673 $2.1M
Causeway Capital Management LLC 0.02% Add +376.1% 35,556 $2.1M
Compass Advisory Group LLC 0.50% Reduce -0.4% 35,524 $2.1M
First Horizon Corp. 0.08% Reduce -20.2% 35,441 $2.1M
Sachem Hill LLC 0.37% Reduce -0.7% 35,243 $2.1M
RS Crum Inc. 0.39% Reduce -5.4% 35,230 $2.1M
Argyle Capital Partners, LLC 1.32% Reduce -5.5% 35,092 $2.1M
Bakala Capital LLC 9.15% Add +0.1% 35,009 $2.1M
Scotia Capital Inc. 0.01% Add +0.9% 34,915 $2.1M
Armbruster Capital Management, Inc. 0.31% Reduce -4.0% 34,731 $2.1M
Centaurus Financial, Inc. 0.08% Add +5.0% 34,708 $2.1M
Financial Enhancement Group LLC 0.25% Reduce -0.6% 34,660 $2.1M
JDM Financial Group LLC 0.71% Add +0.2% 34,630 $2.1M
Hegarty Advisors, LLC 1.42% Reduce -7.5% 34,469 $2.1M
Nabity-Jensen Investment Management Inc 1.26% Add +2.5% 34,456 $2.1M
Cypress Wealth Services, LLC 0.25% Add +14.7% 34,427 $2.1M
AMG National Trust Bank 0.04% Reduce -40.6% 34,399 $2.1M
Hourglass Capital, LLC 0.40% Reduce -7.3% 34,345 $2.1M
Wealthcare Advisory Partners LLC 0.04% Reduce -0.7% 34,338 $2.0M
Shepherd Street Advisors LLC 1.80% Add +2.1% 34,459 $2.0M
Tempo Wealth, LLC 0.30% Add +7.8% 34,337 $2.0M
Archford Capital Strategies, LLC 0.21% Reduce -2.1% 34,327 $2.0M
Cooke Wealth Management, LLC 1.68% Reduce -5.5% 34,286 $2.0M
Financial Strategies Group, Inc. 0.33% Reduce -52.4% 34,688 $2.0M
Absolute Capital Management, LLC 0.51% Reduce -8.1% 34,110 $2.0M
International Assets Investment Management, LLC 0.12% Reduce -3.0% 34,250 $2.0M
Berger Financial Group, Inc 0.10% Reduce -6.4% 33,827 $2.0M
Aire Advisors, LLC 0.33% Reduce -1.0% 33,707 $2.0M
Copper Harbor Investment Advisors, LLC 0.42% — 33,546 $2.0M
Shepherd Financial Partners LLC 0.16% Add +29.4% 33,510 $2.0M
Infinity Wealth Counsel, LLC 1.62% Add +1.0% 33,495 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Add +9.1% 33,505 $2.0M
Coyle Financial Counsel LLC 0.36% Add +3.3% 33,469 $2.0M
Arwa LLC 0.83% Add +9.6% 33,945 $2.0M
Rossmore Private Capital 0.16% Add +3.4% 33,274 $2.0M
Entrust Financial LLC 1.28% Reduce -4.9% 33,156 $2.0M
First Citizens Financial Corp 0.82% Reduce -3.0% 32,961 $2.0M
Bfsg, LLC 0.17% Reduce -6.9% 32,927 $2.0M
Liberty Capital Management, Inc. 0.34% — 32,901 $2.0M
Quadrant Capital Group LLC 0.05% Reduce -5.4% 32,868 $2.0M
DB Fitzpatrick & Co, Inc 1.58% Add +3.8% 32,822 $2.0M
Market Street Wealth Management Advisors LLC 0.28% Add +3.9% 32,738 $2.0M
Northwest Wealth Management, LLC 0.26% Reduce -3.5% 32,722 $2.0M
Northland Capital Management LLC 1.05% Reduce -14.4% 32,602 $1.9M
Turtle Creek Wealth Advisors, LLC 0.10% Add +512.6% 32,777 $1.9M
N.E.W. Advisory Services LLC 0.13% Reduce -1.0% 32,579 $1.9M
Wilson & Boucher Capital Management, LLC 1.14% Reduce -6.3% 32,501 $1.9M
Anchor Bay Capital, Inc. 1.05% — 32,112 $1.9M
Retirement Investment Advisors, Inc. 0.14% Add +24.7% 32,946 $1.9M
Stonebridge Financial Planning Group, LLC 0.62% Add +3.8% 32,447 $1.9M
Per Stirling Capital Management, LLC. 0.18% Add +4.8% 32,377 $1.9M
Pacific Financial Group Inc. 0.92% Reduce -16.5% 32,296 $1.9M
GreatBanc Trust CO 1.20% Reduce -4.6% 32,287 $1.9M
Fiduciary Financial Advisors 0.20% New 32,273 $1.9M
Novak & Powell Financial Services, Inc. 0.90% Add +0.2% 32,127 $1.9M
Frederick Financial Consultants, LLC 0.81% Reduce -1.6% 32,120 $1.9M
Peoples Bank 0.99% Add +11.4% 32,116 $1.9M
Lord & Richards Wealth Management, LLC 1.50% Add +4.2% 32,055 $1.9M
Fiduciary Financial Group, LLC 0.22% Add +4.0% 32,027 $1.9M
Cushing Capital Partners, LLC 1.32% Add +6.3% 31,998 $1.9M
Synergy Financial Group, LTD 1.36% Reduce -10.9% 31,742 $1.9M
Fiduciary Advisors, Inc. 1.27% Add +0.1% 31,700 $1.9M
One Day In July LLC 0.13% Reduce -0.0% 31,647 $1.9M
Innealta Capital, LLC 1.01% Add +0.3% 31,633 $1.9M
Integrity Alliance, Llc. 0.06% Reduce -3.6% 31,616 $1.9M
Fca Corp. 0.46% Add +2.8% 31,573 $1.9M
Financial Insights, Inc. 0.51% Reduce -0.3% 31,571 $1.9M
Sowell Financial Services LLC 0.06% Add +3.7% 31,496 $1.9M
Bahl & Gaynor LLC 0.01% Add +0.8% 31,480 $1.9M
Madrid Wealth Management, LLC 1.23% Reduce -1.3% 31,352 $1.9M
Bedel Financial Consulting, Inc. 0.18% Add +3.2% 31,326 $1.9M
Resolute Advisors LLC 0.45% Reduce -16.5% 31,323 $1.9M
Steinberganna Wealth Management 0.76% Add +6.5% 31,256 $1.9M
Stock Yards Bank & Trust Co. 0.05% Reduce -0.4% 31,229 $1.9M
Exchange Bank 1.16% Add +28.9% 31,175 $1.9M
Roth Financial Partners LLC 0.55% Reduce -0.1% 31,138 $1.9M
Princeton Global Asset Management LLC 0.27% Add +1.1% 31,059 $1.9M
Comprehensive Money Management Services LLC 1.17% Reduce -8.8% 31,040 $1.9M
Advyzon Investment Management, LLC 0.13% Add +16.0% 30,989 $1.8M
James Investment Research, Inc. 0.19% No change 30,980 $1.8M
Axos Invest Inc. 1.35% Reduce -31.1% 30,930 $1.8M
Gridiron Partners, LLC 0.97% No change 30,866 $1.8M
Catalyst Financial Partners LLC 0.18% Reduce -2.9% 30,865 $1.8M
Crusonia Wealth Advisors LLC 0.30% Add +10.5% 30,672 $1.8M
Sterling Investment Management, LLC 1.00% Reduce -4.6% 30,575 $1.8M
Global Assets Advisory, LLC 0.40% Reduce -1.7% 30,580 $1.8M
MidFirst Bank 0.13% Add +8.9% 30,302 $1.8M
Summit Wealth Group LLC / Co. 0.15% Add +0.3% 30,277 $1.8M
C2C Wealth Management, LLC 1.41% Reduce -2.3% 30,177 $1.8M
Ramsay, Stattman, Vela & Price, Inc. 0.32% Add +2.6% 30,162 $1.8M
IHT Wealth Management, LLC 0.04% Add +2.1% 30,123 $1.8M
Hughes Financial Services, LLC 0.24% Reduce -1.6% 30,095 $1.8M
May Hill Capital, LLC 0.37% Reduce -1.9% 30,041 $1.8M
Flagship Harbor Advisors, LLC 0.07% Add +1.5% 30,041 $1.8M
Park Edge Advisors, LLC 0.38% Add +5.6% 29,964 $1.8M
Transamerica Financial Advisors, LLC 0.15% Add +80.0% 29,883 $1.8M
Palatine Hill Wealth Management, LLC 1.44% Add +5.0% 29,883 $1.8M
Hubbell Strickland Wealth Management, LLC 0.64% Add +16.9% 29,878 $1.8M
ESL Trust Services, LLC 0.30% Add +0.7% 29,700 $1.8M
Friday Financial 0.47% Add +2.7% 29,898 $1.8M
Argent Advisors, Inc. 0.44% Reduce -0.8% 29,453 $1.8M
JT Stratford LLC 0.19% Add +0.7% 29,408 $1.8M
Cape Cod Five Cents Savings Bank 0.14% — 29,406 $1.8M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Add +10.5% 29,293 $1.7M
Rosenberg Matthew Hamilton 0.32% Reduce -2.0% 29,180 $1.7M
Allen Capital Group, LLC 0.14% Add +4.0% 29,131 $1.7M
Ofc Financial Planning, LLC 1.54% Reduce -0.4% 29,120 $1.7M
Mechanics Financial Corp 0.62% No change 29,037 $1.7M
Braun-Bostich & Associates Inc. 0.97% Reduce -2.9% 28,991 $1.7M
Spartan Wealth Advisory Services LLC 0.14% Add +1.9% 28,963 $1.7M
LPWM LLC 0.38% Add +12.2% 28,913 $1.7M
Keel Point, LLC 0.10% Add +2.1% 28,827 $1.7M
Winthrop Partners - WNY, LLC 0.85% Add +1.3% 28,804 $1.7M
Certified Advisory Corp 0.14% Add +8.5% 28,782 $1.7M
HSBC Holdings PLC 0.00% Add +37.3% 28,727 $1.7M
Trust Co. of Toledo NA 0.14% Reduce -4.9% 28,725 $1.7M
Sovereign Investment Advisors, LLC 0.32% Add +0.1% 28,704 $1.7M
Conservest Capital Advisors, Inc. 0.14% Add +0.9% 28,657 $1.7M
Acorn Wealth Advisors, LLC 0.41% Add +14.8% 28,206 $1.7M
Holistic Financial Partners 1.03% Reduce -11.7% 28,185 $1.7M
Squire Investment Management Company, LLC 0.41% Add +15.7% 28,176 $1.7M
Rockwood Wealth Management, LLC 0.11% Add +1.6% 28,146 $1.7M
Factory Mutual Insurance Co. 0.02% No change 28,100 $1.7M
Old Peak Finance LLC 0.81% Add +0.0% 28,056 $1.7M
Whipplewood Advisors, LLC 1.13% Reduce -10.8% 28,031 $1.7M
Cambridge Capital Management, LLC 0.63% Reduce -1.9% 27,931 $1.7M
Carret Asset Management, LLC 0.15% Add +0.3% 27,868 $1.7M
First Nebraska Trust Co 0.13% No change 27,821 $1.7M
United Financial Planning Group LLC 0.84% Reduce -1.8% 27,787 $1.7M
Crestwood Advisors Group, LLC 0.02% Add +1.3% 27,759 $1.7M
Sightline Wealth Advisors, LLC 0.61% Add +2.9% 27,738 $1.7M
BCS Wealth Management 0.30% Add +1.0% 27,632 $1.6M
Elgethun Capital Management 0.23% Reduce -1.0% 27,584 $1.6M
Tufton Capital Management 0.28% Add +19.2% 27,528 $1.6M
Founders Financial Securities LLC 0.08% Reduce -3.8% 27,481 $1.6M
Dynamic Wealth Strategies, LLC 0.87% Add +12.1% 27,477 $1.6M
Verus Capital Partners, LLC 0.09% Add +16.1% 27,462 $1.6M
Chapin Davis, Inc. 0.29% Reduce -1.7% 27,405 $1.6M
Encompass Wealth Advisors, LLC 0.50% Reduce -0.6% 27,386 $1.6M
Swmg, LLC 0.38% Add +0.6% 27,649 $1.6M
OneAscent Financial Services LLC 0.08% Add +2.4% 27,341 $1.6M
Granite Investment Partners, LLC 0.08% No change 27,336 $1.6M
Endeavor Private Wealth, Inc. 0.40% Reduce -11.0% 27,259 $1.6M
My Personal CFO, LLC 0.64% Add +10.6% 27,256 $1.6M
Choate Investment Advisors 0.03% Reduce -0.5% 27,255 $1.6M
Compass Capital Corp. /Ma/ 0.53% Add +3.8% 26,839 $1.6M
Disciplined Investors, L.L.C. 0.81% Add +12.9% 27,179 $1.6M
Marks Group Wealth Management, Inc 0.14% No change 27,160 $1.6M
First National Bank & Trust Co. of Newtown 0.33% Add +4.0% 27,595 $1.6M
Seldon Capital LP 0.51% No change 27,148 $1.6M
Vernal Point Advisors, LLC 0.54% No change 27,023 $1.6M
Elevation Point Wealth Partners, LLC 0.03% Reduce -4.9% 27,020 $1.6M
Equity Wealth Partners, LLC 0.58% New 27,012 $1.6M
Valley Forge Investment Consultants Inc. Adv 0.41% Add +0.1% 26,938 $1.6M
Trivium Point Advisory, LLC 0.15% Add +384.1% 26,901 $1.6M
C M Bidwell & Associates Ltd. 0.66% Add +0.4% 26,846 $1.6M
Granite Bay Wealth Management, LLC 0.15% Add +274.9% 26,834 $1.6M
Lebenthal Global Advisors, LLC 0.22% Add +3.1% 26,761 $1.6M
Viewpoint Capital Management LLC 0.81% No change 26,741 $1.6M
Black Diamond Financial, LLC 0.14% Add +9.4% 26,726 $1.6M
Saxon Interests, Inc. 0.44% Add +0.8% 26,720 $1.6M
Morton Brown Family Wealth, LLC 0.36% No change 26,659 $1.6M
Level Four Advisory Services, LLC 0.04% Add +122.4% 26,579 $1.6M
Marquette Associates, Inc. 1.16% New 26,549 $1.6M
Petersen Hastings Wealth Advisors Inc. 0.13% Reduce -1.9% 26,509 $1.6M
SP Asset Management LLC 0.13% Reduce -1.0% 26,481 $1.6M
Index Technologies Group LLC 1.26% Add +29.3% 26,471 $1.6M
Cornerstone Financial Management LLC 1.27% Add +2.6% 26,457 $1.6M
Aspen Investment Management Inc 0.42% Add +4.2% 26,421 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 26,357 $1.6M
Intrua Financial, LLC 0.15% Reduce -30.9% 26,207 $1.6M
Valpey Financial Services, LLC 0.93% Reduce -1.1% 26,145 $1.6M
Topsail Wealth Management, LLC 0.20% Add +0.1% 26,128 $1.6M
FC Advisory LLC 0.41% Add +2.1% 25,997 $1.6M
McClarren Financial Advisors, Inc. 0.80% Add +0.4% 25,997 $1.6M
Highland Capital Management, LLC 0.07% Reduce -0.6% 25,948 $1.5M
Studio Investment Management LLC 0.26% Add +13.8% 25,899 $1.5M
Glaxis Capital Management, LLC 3.10% Reduce -35.4% 25,842 $1.5M
Eagle Bay Advisors LLC 1.15% Add +26.8% 25,791 $1.5M
Continuum Advisory, LLC 0.12% Reduce -7.5% 25,684 $1.5M
Smithbridge Asset Management Inc. 0.21% Reduce -45.7% 25,673 $1.5M
Novem Group 0.15% Add +0.0% 25,574 $1.5M
Greenfield Savings Bank 0.58% Add +0.5% 25,536 $1.5M
Asset Management Group, Inc. 0.22% Reduce -0.3% 25,221 $1.5M
Sunesis Advisors, LLC 0.62% No change 25,195 $1.5M
1015 Capital Partners, LLC 1.26% Add +63.3% 25,127 $1.5M
XTX Topco Ltd 0.02% New 25,104 $1.5M
Donalies Financial Planning, LLC 1.10% Reduce -0.2% 25,096 $1.5M
GAM Holding AG 0.11% No change 25,000 $1.5M
Inscription Capital, LLC 0.13% Reduce -6.1% 24,886 $1.5M
Narus Financial Partners, LLC 0.38% Reduce -2.6% 24,732 $1.5M
Red Door Wealth Management, LLC 0.13% Add +0.5% 24,650 $1.5M
Retirement Guys Formula LLC 0.55% New 25,108 $1.5M
Noble Wealth Partners LLC 1.28% — 24,595 $1.5M
Highland Investment Advisors LLC 0.64% — 24,561 $1.5M
Trust Point Inc. 0.12% Add +3.0% 24,519 $1.5M
NBT Bank, N.A. 0.10% Reduce -0.8% 24,484 $1.5M
Autumn Glory Partners, LLC 0.41% No change 24,481 $1.5M
Mayflower Financial Advisors, LLC 0.13% Reduce -8.7% 24,269 $1.4M
Madden Advisory Services, Inc. 0.52% Add +2.7% 24,261 $1.4M
DeLarme Wealth Management, Inc. 0.84% Reduce -0.9% 24,154 $1.4M
Windsor Capital Management, LLC 0.37% Reduce -5.3% 24,077 $1.4M
Chemistry Wealth Management LLC 0.23% Add +0.2% 23,839 $1.4M
Alamar Capital Management, LLC 0.72% Add +69.5% 23,717 $1.4M
F&V Capital Management, LLC 0.26% Add +0.3% 23,658 $1.4M
Roof Eidam Maycock Peralta, LLC 0.28% Reduce -0.5% 23,600 $1.4M
Valley Wealth Managers, Inc. 0.08% Reduce -5.3% 23,588 $1.4M
Arbor Wealth Advisors LLC 0.86% Add +0.0% 23,492 $1.4M
Pennington Partners & Co., LLC 0.45% Add +2.5% 23,411 $1.4M
Beam Wealth Advisors, Inc. 0.31% Add +6.5% 23,396 $1.4M
World Equity Group, Inc. 0.31% Reduce -4.8% 23,382 $1.4M
Stembrook Asset Management, LLC 1.20% Reduce -2.1% 23,373 $1.4M
Interchange Capital Partners, LLC 0.26% Reduce -4.6% 23,372 $1.4M
Diversified Portfolios, Inc. 0.10% Reduce -4.9% 23,369 $1.4M
Phillips Financial Management, LLC 0.10% Reduce -13.2% 23,359 $1.4M
North Dallas Bank & Trust Co. 0.83% Add +0.3% 23,330 $1.4M
Busey Bank 0.03% Reduce -7.0% 23,325 $1.4M
McHugh Group, LLC 0.72% No change 23,269 $1.4M
Stablepoint Partners, LLC 0.19% Add +11.3% 23,184 $1.4M
John G Ullman & Associates Inc. 0.17% Reduce -2.7% 23,150 $1.4M
Legacy Bridge, LLC 0.43% Add +4.2% 23,138 $1.4M
Obsidian Cio, LLC 1.03% Reduce -3.6% 23,133 $1.4M
Simplicity Wealth,LLC 0.05% Add +3.3% 23,070 $1.4M
Cadent Capital Advisors, LLC 0.29% Add +12.2% 23,059 $1.4M
WASHINGTON TRUST Co 0.04% Add +2.4% 23,013 $1.4M
Boston Trust Walden Corp 0.01% No change 22,889 $1.4M
Kiley Juergens Wealth Management, LLC 0.21% No change 22,795 $1.4M
LongView Wealth Management 0.35% Reduce -0.7% 22,669 $1.4M
Finley Financial, LLC 0.54% No change 22,645 $1.4M
Topor & Co. Korea 1.07% Reduce -0.0% 22,641 $1.4M
J2 Capital Management Inc 0.91% Add +3.2% 22,556 $1.3M
McDonald Partners LLC 0.33% Add +3.3% 22,551 $1.3M
Appleton Partners Inc. 0.08% Reduce -1.6% 22,327 $1.3M
Seaside Wealth Management, Inc. 0.33% Reduce -1.0% 22,268 $1.3M
Sound View Wealth Advisors Group, LLC 0.08% Add +1.1% 22,260 $1.3M
CWC Advisors, LLC. 0.59% Add +3.6% 22,083 $1.3M
Burke & Herbert Bank & Trust Co. 0.33% Reduce -6.5% 22,056 $1.3M
SKY-Mountain Capital Management, Inc. 0.94% Add +94.7% 22,017 $1.3M
Bragg Financial Advisors, Inc 0.04% Reduce -8.1% 22,000 $1.3M
Hickory Point Bank & Trust 0.80% No change 21,994 $1.3M
Balentine LLC 0.05% Reduce -0.6% 21,826 $1.3M
Meridian Investment Counsel Inc. 0.28% No change 21,766 $1.3M
Sequent Planning LLC 0.28% Reduce -2.9% 21,732 $1.3M
Oxford Financial Group, LTD. LLC 0.07% Reduce -1.6% 21,722 $1.3M
Curated Wealth Partners LLC 0.15% Add +29.9% 21,705 $1.3M
First Financial Corp. 0.45% Add +0.6% 21,663 $1.3M
LaSalle St. Investment Advisors, LLC 0.16% Add +0.6% 21,554 $1.3M
Evermay Wealth Management LLC 0.13% Reduce -20.0% 21,550 $1.3M
First Interstate Bank 0.07% Add +5.0% 21,516 $1.3M
Twin Peaks Wealth Advisors, LLC 0.29% Add +7.2% 21,478 $1.3M
Trilogy Capital Inc. 0.05% Reduce -2.0% 21,406 $1.3M
Keudell/Morrison Wealth Management 0.24% Add +0.8% 21,395 $1.3M
Saranac Partners Ltd 0.41% Add +91.4% 21,350 $1.3M
TIAA Wealth Investment Management LLC 0.01% Add +122.5% 21,455 $1.3M
Curry Webb Wealth Management LLC 0.53% Reduce -3.0% 21,263 $1.3M
Trace Wealth Advisors, LLC 0.83% Add +0.8% 21,245 $1.3M
Seeds Investor LLC 0.13% Add +8.1% 21,117 $1.3M
SageView Advisory Group, LLC 0.04% Reduce -5.6% 21,098 $1.3M
Portside Wealth Group, LLC 0.15% Add +50.7% 21,034 $1.3M
Beacon Financial Advisory LLC 0.25% Add +13.7% 20,981 $1.3M
First American Bank 0.07% Reduce -1.6% 20,964 $1.3M
Barclays PLC 0.00% Add +376.2% 20,953 $1.3M
StoneX Group Inc. 0.05% Reduce -0.7% 20,792 $1.2M
City National Bank of Florida 0.52% New 20,742 $1.2M
Palisade Asset Management, LLC 0.11% No change 20,693 $1.2M
WCG Wealth Advisors LLC 0.03% Reduce -2.1% 20,679 $1.2M
Stevens Capital Partners 0.23% Add +39.8% 20,651 $1.2M
Flputnam Investment Management Co. 0.01% Add +142.9% 20,587 $1.2M
Voisard Asset Management Group, Inc. 0.23% Reduce -0.1% 20,572 $1.2M
Trek Financial, LLC 0.06% Add +15.8% 20,535 $1.2M
Spinnaker Trust 0.06% Reduce -0.1% 20,475 $1.2M
Integrated Investment Consultants, LLC 0.24% Reduce -4.1% 20,412 $1.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.7% 20,328 $1.2M
Hutchens & Kramer Investment Management Group, LLC 0.32% Reduce -0.8% 20,296 $1.2M
W1M Asset Management Ltd 0.01% Add +28.9% 20,253 $1.2M
Value Investment Professionals, LLC 1.01% New 20,188 $1.2M
Baldwin Wealth Partners LLC 0.08% Add +2.1% 20,137 $1.2M
DF Dent & Co. Inc. 0.02% No change 19,896 $1.2M
Florida Trust Wealth Management Co 0.03% Add +22.3% 19,865 $1.2M
Gryphon Financial Partners LLC 0.11% Add +5.0% 19,773 $1.2M
Boston Family Office LLC 0.07% Add +37.1% 19,712 $1.2M
Security Benefit Life Insurance Co. 0.65% Reduce -16.6% 19,600 $1.2M
Bison Wealth, LLC 0.11% Add +5.1% 19,473 $1.2M
D.B. Root & Company, LLC 0.25% Add +40.1% 19,594 $1.2M
Pictet North America Advisors SA 0.10% Reduce -2.6% 19,530 $1.2M
Long Road Investment Counsel, LLC 0.43% No change 19,500 $1.2M
Tower Bridge Advisors 0.10% Add +0.5% 19,471 $1.2M
Astra Wealth Partners LLC 0.65% Add +3.6% 19,449 $1.2M
Wick Capital Partners, LLC 0.18% Add +93.0% 19,447 $1.2M
Gateway Wealth Partners, LLC 0.07% Reduce -47.7% 19,423 $1.2M
Wellspring Financial Advisors, LLC 0.08% No change 19,361 $1.2M
HORAN Wealth, LLC 0.14% Reduce -49.5% 19,305 $1.2M
Midwestern Financial, LLC 0.80% Add +0.1% 19,192 $1.1M
Phillip James Consulting Co. 0.76% New 19,127 $1.1M
Ifrah Financial Services, Inc. 0.28% Reduce -0.3% 19,114 $1.1M
ATLas Financial Planning LLC 0.92% Reduce -1.6% 19,104 $1.1M
Veery Capital, LLC 0.31% Add +2.2% 19,062 $1.1M
Jacobi Capital Management LLC 0.06% Add +0.2% 18,953 $1.1M
LVM Capital Management Ltd. 0.09% Reduce -1.0% 18,941 $1.1M
Peoples Financial Services Corp. 0.49% Add +2.3% 18,930 $1.1M
Grove Street Fiduciary, LLC 0.48% No change 18,911 $1.1M
Roberts Glore & Co. Inc. 0.28% Reduce -0.7% 18,869 $1.1M
Rf&l Wealth Management, LLC 0.76% Reduce -3.7% 18,859 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% New 18,831 $1.1M
Glassman Wealth Services 0.13% Add +7.3% 18,804 $1.1M
Cannon Financial Strategists, Inc. 0.13% Add +0.3% 18,689 $1.1M
Gold Investment Management Ltd. 0.30% Reduce -6.3% 18,656 $1.1M
Advisory Solutions Group, LLC 0.38% — 18,642 $1.1M
Barrett & Company, Inc. 0.31% No change 18,569 $1.1M
Cordgrass Capital Advisors, LLC 0.41% Add +0.9% 18,568 $1.1M
NorthStar Asset Management LLC 0.24% Add +0.1% 18,521 $1.1M
Riverbridge Partners LLC 0.03% Reduce -26.2% 18,480 $1.1M
CogentBlue Wealth Advisors, LLC 0.63% Reduce -7.6% 18,423 $1.1M
Investment Advisory Group, LLC 0.24% Reduce -3.0% 18,367 $1.1M
Archer Investment Corp 0.21% Reduce -2.2% 18,323 $1.1M
Downshift Financial, LLC 0.50% Reduce -1.3% 18,282 $1.1M
Triad Wealth Partners, LLC 0.06% Add +7.5% 18,460 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.11% Reduce -48.5% 18,187 $1.1M
Aureum Wealth Management, LLC 0.67% Add +0.9% 18,183 $1.1M
High Net Worth Advisory Group LLC 0.23% Add +0.1% 18,125 $1.1M
Cohen Investment Advisors LLC 0.48% Add +4.5% 18,078 $1.1M
55 North Private Wealth, LLC 0.21% Reduce -14.7% 18,052 $1.1M
Keeler Thomas Management LLC 0.38% New 18,015 $1.1M
Fisher Asset Management 0.00% Reduce -16.0% 17,904 $1.1M
MSH Capital Advisors LLC 0.19% Reduce -0.2% 17,900 $1.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.14% No change 17,900 $1.1M
Golden Bell Financial Planning LLC 0.78% Reduce -2.3% 17,877 $1.1M
Western Wealth Management, LLC 0.03% Reduce -15.9% 17,874 $1.1M
Clarion Wealth Managment Partners, LLC 0.86% Add +1.5% 17,837 $1.1M
SGL Investment Advisors, Inc. 0.37% Add +12.7% 17,630 $1.1M
Wernau Asset Management Inc. 1.01% Add +0.2% 17,816 $1.1M
National Philanthropic Trust 0.02% Add +3.3% 17,707 $1.1M
Stokes Family Office, LLC 0.12% Reduce -40.2% 17,706 $1.1M
Westmount Partners, LLC 0.23% Add +34.2% 17,655 $1.1M
NBH Bank 0.44% — 17,644 $1.1M
Fortis Capital Advisors, LLC 0.12% Reduce -6.8% 17,632 $1.1M
Eukles Asset Management 0.43% Add +2.5% 17,630 $1.1M
Platform Technology Partners 0.17% Add +7.5% 17,604 $1.1M
Washington Trust Advisors, Inc. 0.08% Reduce -1.0% 17,548 $1.0M
Peak Financial Management, Inc. 0.24% Reduce -3.4% 17,542 $1.0M
Visionary Wealth Advisors 0.04% Add +16.2% 17,507 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -22.2% 17,501 $1.0M
Kaizen Financial Strategies 0.41% Add +0.1% 17,563 $1.0M
Parkside Investments, LLC 0.12% No change 17,410 $1.0M
National Wealth Management Group, LLC 0.32% New 17,378 $1.0M
Mairs & Power Inc. 0.01% Reduce -15.4% 17,355 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.15% Reduce -0.4% 17,350 $1.0M
Twin Lakes Capital Management, LLC 0.40% Reduce -0.0% 17,342 $1.0M
Great Point Wealth Advisors, LLC 0.17% Reduce -22.8% 17,313 $1.0M
Montecito Bank & Trust 0.15% Reduce -0.3% 17,289 $1.0M
Sidoxia Capital Management, LLC 0.76% Add +1.3% 17,270 $1.0M
Sovran Advisors, LLC 0.08% Reduce -8.2% 17,782 $1.0M
Essex Financial Services, Inc. 0.05% Reduce -7.3% 17,139 $1.0M
J. Derek Lewis & Associates Inc. 0.19% Add +3.3% 17,106 $1.0M
Kingswood Wealth Advisors, LLC 0.04% Add +17.6% 17,093 $1.0M
BridgePort Financial Solutions, LLC 0.26% Reduce -5.3% 16,959 $1.0M
Richardson Financial Services Inc. 0.57% Reduce -6.0% 16,917 $1.0M
49 Wealth Management, LLC 0.19% Add +53.5% 16,903 $1.0M
Alongside, LLC 0.19% — 16,903 $1.0M
Darden Wealth Group Inc 0.40% No change 16,884 $1.0M
Integrity Investment Advisors, LLC 0.44% Add +3.4% 16,882 $1.0M
Causey Wealth LLC 0.39% Reduce -1.1% 16,858 $1.0M
Disciplina Capital Management LLC 0.10% Reduce -1.5% 16,834 $1.0M
Hilltop Holdings Inc. 0.08% Reduce -2.8% 16,738 $999K
RCS Financial Planning, LLC 0.47% Reduce -1.6% 16,731 $999K
Baxter Bros Inc. 0.12% No change 16,719 $998K
Ashton Thomas Securities, LLC 0.15% Add +3.3% 16,667 $995K
Prudent Man Advisors, LLC 0.23% Reduce -0.5% 14,128 $990K
Petix & Botte Co 0.20% Add +100.0% 16,588 $990K
OneAscent Family Office, LLC 0.50% New 16,478 $984K
Plum Street Advisors, LLC 0.31% Add +0.7% 16,456 $982K
Prosperity Planning, Inc. 0.32% Reduce -0.3% 16,441 $981K
Lam Group, Inc. 0.49% Reduce -2.8% 16,417 $980K
Kintra Wealth, LLC 0.05% Reduce -31.7% 16,240 $980K
PFG Investments, LLC 0.04% Add +4.2% 16,401 $979K
Redwood Investment Management, LLC 0.10% Reduce -3.3% 16,319 $974K
Stewardship Advisors, LLC 0.20% Reduce -30.1% 16,246 $970K
Cloud Capital Management, LLC 0.35% Reduce -4.1% 16,214 $966K
Dearborn Partners LLC 0.05% Add +19.5% 16,175 $965K
Key Financial Inc 0.16% Add +20.3% 16,155 $964K
BOS Asset Management, LLC 0.22% Reduce -0.6% 16,141 $963K
Sherman Wealth Management LLC 0.72% Add +2.1% 16,126 $963K
Everett Harris & Co. 0.01% Reduce -4.0% 16,100 $961K
Putney Financial Group LLC 0.86% Add +19.5% 16,010 $956K
Alvarez & Marsal Private Wealth Partners, LLC 0.13% Add +6.2% 15,953 $952K
Requisite Capital Management, LLC 0.16% Add +311.4% 15,937 $951K
Mustard Seed Financial, LLC 0.49% Add +0.8% 15,880 $948K
Fulton Bank, N.A. 0.03% Add +6.7% 15,853 $946K
Golden State Wealth Management, LLC 0.09% Add +17.0% 15,833 $945K
Hurley Capital, LLC 0.49% Add +1.6% 15,832 $945K
Clear Street Group Inc. 0.00% New 15,794 $943K
WealthShield Partners, LLC 0.14% Reduce -45.7% 15,766 $941K
Hikari Tsushin, Inc. 0.06% No change 15,745 $940K
Pillar Financial Advisors, LLC 0.49% Reduce -2.6% 15,705 $937K
Wealth Care LLC 0.76% Reduce -3.0% 15,624 $933K
Glen Eagle Advisors, LLC 0.12% Reduce -1.7% 15,614 $932K
Sterling Investment Advisors, Ltd. 0.16% Add +32.0% 15,609 $932K
L.K. Benson & Company, P.C. 0.28% Add +0.0% 15,603 $931K
Wiregrass Investment Management LLC 0.63% Reduce -2.1% 15,603 $931K
Afg Fiduciary Services Limited Partnership 0.73% Reduce -47.4% 15,749 $930K
Strategic Financial Services, Inc. 0.04% No change 15,550 $928K
Hazlett, Burt & Watson, Inc. 0.25% Add +17.9% 15,526 $926K
Revolve Wealth Partners, LLC 0.10% Reduce -2.2% 15,513 $926K
Ethic Inc. 0.01% New 15,503 $925K
Whitegate Investment Counselors, Inc. 0.26% Add +27.2% 15,469 $923K
Bayban 0.71% Reduce -0.2% 15,458 $923K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -4.0% 15,424 $921K
Waller Financial Planning Group, Inc. 0.19% No change 15,403 $919K
Factor Wealth Management LTD 0.14% Reduce -16.7% 15,276 $912K
Bigelow Investment Advisors, LLC 0.33% Reduce -1.8% 15,243 $910K
Aquire Wealth Advisors, LLC 0.21% Reduce -6.6% 15,224 $909K
Affinity Capital Advisors, LLC 0.11% Reduce -0.6% 14,927 $897K
Rainey & Randall Wealth Advisors Inc. 0.13% Reduce -3.5% 14,995 $895K
Atlatl Advisers LLC 0.21% Reduce -26.7% 14,990 $895K
Obermeyer Wealth Partners 0.04% Add +0.1% 14,955 $893K
Quent Capital, LLC 0.05% Reduce -1.3% 14,912 $890K
CX Institutional 0.03% Reduce -0.8% 14,866 $887K
Monograph Wealth Advisors, LLC 0.07% No change 14,856 $887K
Dimension Capital Management LLC 0.10% Add +29.0% 14,799 $883K
a16z Perennial Management, L.P. 0.07% New 14,768 $881K
Rossby Financial, LCC 0.16% Add +3.8% 14,913 $879K
Rothschild Capital Partners, LLC 0.19% Add +40.0% 14,711 $878K
Medallion Wealth Advisors, LLC 0.28% Reduce -15.0% 14,640 $875K
Parkwoods Wealth Partners, LLC 0.14% Add +60.7% 14,650 $874K
Centric Wealth Management 0.14% New 14,539 $873K
Tilson Financial Group, Inc. 0.24% Reduce -1.2% 14,611 $872K
Cassady Wealth & Retirement Planning, LLC 0.40% Reduce -2.8% 14,544 $868K
Aaron Wealth Advisors LLC 0.04% No change 14,542 $868K
Grandfield & Dodd, LLC 0.05% Add +8.3% 14,516 $867K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -0.0% 14,513 $866K
Insigneo Advisory Services, LLC 0.03% Add +3.6% 14,461 $863K
ASO GROUP Ltd 0.36% No change 14,366 $858K
L & S Advisors Inc 0.09% Add +0.8% 14,352 $857K
Cohen Capital Management, Inc. 0.12% Add +0.0% 14,283 $853K
FSA Advisors, Inc. 0.39% New 14,274 $851K
Urban Financial Advisory Corp 0.23% Add +46.5% 14,233 $850K
WFA of San Diego, LLC 0.70% Add +5.6% 14,067 $849K
Cape Ann Savings Bank 0.40% Reduce -3.6% 14,216 $849K
River Wealth Advisors LLC 0.09% Add +9.0% 14,191 $847K
JMN Financial LLC 0.66% Add +1.2% 14,135 $844K
Austin Asset Management Co Inc 0.12% Reduce -1.4% 14,115 $843K
McLean Asset Management Corp 0.11% Reduce -7.2% 14,334 $842K
DecisionPoint Financial, LLC 0.16% Reduce -1.1% 14,205 $841K
Well Done, LLC 0.11% Add +52.9% 14,040 $838K
HBW Advisory Services LLC 0.08% Add +2.6% 14,038 $838K
Opinicus Capital, Inc. 0.45% Reduce -0.6% 14,025 $837K
Cura Wealth Advisors, LLC 0.36% Add +0.0% 14,019 $837K
Quantum Financial Advisors, LLC 0.08% Add +4.0% 13,968 $834K
Boston Research & Management Inc. 0.19% No change 13,964 $834K
Synergy Asset Management, LLC 0.08% Reduce -25.1% 13,955 $833K
Banco BTG Pactual S.A. 0.11% New 13,946 $832K
Forum Financial Management, LP 0.01% Add +1.2% 13,945 $832K
Ironwood Investment Counsel, LLC 0.11% Reduce -1.4% 13,911 $830K
Montag A & Associates Inc. 0.04% Add +0.8% 13,852 $827K
Columbia Asset Management 0.14% Add +0.1% 13,850 $827K
Entrewealth, LLC 0.31% Add +20.9% 13,749 $824K
Planning Project LLC 0.16% — 13,605 $823K
Net Worth Advisory Group 0.21% Reduce -6.9% 13,790 $823K
Ade, LLC 0.35% Add +1.5% 13,786 $823K
Goldstein Advisors, LLC 0.08% Reduce -0.7% 13,763 $822K
Missouri Trust & Investment Co 0.22% Reduce -1.9% 13,953 $820K
PKS Advisory Services, LLC 0.13% Reduce -10.4% 13,718 $819K
Goelzer Investment Management, Inc. 0.04% Add +0.5% 13,676 $816K
Red Reef Advisors LLC 0.75% Add +2.5% 13,669 $816K
Richard P Slaughter Associates Inc 0.16% Reduce -1.7% 13,651 $815K
Gilpin Wealth Management, LLC 0.56% No change 13,650 $815K
Weik Capital Management 0.31% Add +1.9% 13,625 $813K
Wealthspan Partners, LLC 0.25% Add +0.6% 13,522 $807K
Equita Financial Network, Inc. 0.22% Reduce -1.2% 13,512 $807K
Timbuktu Capital Management, LLC 1.21% — 13,451 $803K
Nautilus Advisors LLC 0.47% No change 13,384 $802K
Marshall Financial Group, LLC 0.12% Reduce -15.1% 13,415 $801K
Morling Financial Advisors, LLC 0.22% Reduce -2.0% 13,411 $800K
Gould Asset Management LLC 0.13% Reduce -17.7% 13,396 $800K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +0.3% 13,391 $799K
BBR Partners, LLC 0.04% Reduce -8.8% 13,370 $798K
Carrera Capital Advisors 0.12% Reduce -2.3% 13,328 $796K
IAG Wealth Partners, LLC 0.08% Reduce -2.8% 13,313 $795K
Cambridge Financial Group, LLC 0.25% Reduce -13.8% 13,301 $794K
Petra Financial Advisors Inc. 0.37% New 13,268 $792K
Atlas Brown,Inc. 0.21% Reduce -0.3% 13,265 $792K
Relyea Zuckerberg Hanson LLC 0.07% New 13,222 $789K
CVA Family Office, LLC 0.07% Add +46.2% 13,222 $789K
Invesco Ltd. 0.00% Reduce -1.4% 13,194 $788K
NorthLanding Financial Partners, LLC 0.54% Add +0.0% 13,175 $786K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +4.6% 13,116 $783K
Keystone Financial Group 0.05% No change 13,072 $780K
Firestone Capital Management 0.14% Add +8.1% 13,039 $778K
American Financial & Tax Strategies Inc. 0.35% No change 13,035 $778K
City Center Advisors, LLC 0.63% Add +1.4% 13,024 $777K
Caldwell Trust Co 0.06% Add +14.7% 13,024 $777K
Capital Management Associates, Inc 0.15% Reduce -3.4% 12,914 $771K
Zacks Investment Management 0.01% Add +30.3% 12,897 $770K
Maxele Advisors, LLC 0.54% — 12,865 $768K
Somerset Trust Co 0.22% Add +35.2% 12,858 $767K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.6% 12,854 $767K
Moneco Advisors, LLC 0.05% Reduce -1.2% 12,850 $767K
Glass Jacobson Investment Advisors llc 0.24% Add +9.0% 12,848 $767K
Essex LLC 0.12% Reduce -27.8% 12,832 $766K
Schwartz Investment Counsel Inc. 0.03% Add +0.1% 12,806 $764K
Kirtland Hills Capital Management, LLC 0.22% Add +73.4% 12,795 $764K
Americana Partners, LLC 0.02% Add +63.3% 12,787 $763K
North Capital, Inc. 0.58% Add +0.1% 12,779 $763K
Silver Grove Financial Group, Inc. 0.41% Add +8.8% 12,740 $760K
Lincoln Capital LLC 0.13% Add +2.0% 12,704 $758K
Stratos Wealth Advisors, LLC 0.04% Add +22.8% 12,695 $758K
VestGen Investment Management 0.40% Reduce -24.6% 12,675 $757K
Stordahl Capital Management, Inc. 0.14% Reduce -3.6% 12,634 $754K
Total Clarity Wealth Management, Inc. 0.15% Reduce -2.4% 12,629 $754K
Five Oceans Advisors 0.24% Reduce -4.0% 12,605 $752K
Essex Bank 0.16% Add +17.7% 12,588 $751K
Sage Capital Advisors,llc 0.16% Reduce -0.1% 12,571 $750K
Arista Wealth Management, LLC 0.08% Add +16.1% 12,531 $748K
Wealth Architects, LLC 0.06% Reduce -2.5% 12,519 $747K
LexAurum Advisors, LLC 0.09% Add +3.1% 12,491 $746K
Archer Investment Management, LLC 0.25% Add +20.8% 12,455 $743K
First Hawaiian Bank 0.09% No change 12,388 $739K
Lakeridge Wealth Management LLC 0.27% Add +0.2% 12,381 $739K
Radnor Capital Management, LLC 0.10% No change 12,360 $738K
Collective Family Office LLC 0.15% Add +7.1% 12,320 $735K
Perspective Wealth Advisors LLC 0.40% Reduce -4.8% 12,316 $735K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -5.8% 12,243 $731K
Nikulski Financial, Inc. 0.16% Add +1.0% 12,243 $731K
Impact Capital Partners LLC 0.20% Add +5.6% 12,149 $725K
Rehmann Capital Advisory Group 0.03% Reduce -3.3% 12,116 $723K
Liberty Wealth Management LLC 0.09% No change 13,364 $722K
White Pine Capital LLC 0.17% Reduce -1.0% 12,084 $721K
Asset One Wealth Management LLC 0.08% Add +2.9% 12,105 $720K
West Paces Advisors Inc. 0.12% Add +168.2% 12,049 $719K
Tradition Wealth Management, LLC 0.04% Reduce -0.1% 12,040 $719K
Forefront Wealth Partners, LLC 0.22% Add +60.4% 12,037 $718K
Cozad Asset Management Inc. 0.05% Add +4.4% 12,036 $718K
Sawgrass Asset Management LLC 0.09% Add +17.9% 11,954 $714K
Liberty Atlantic Advisors LLC 0.51% Add +31.2% 11,936 $712K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% New 11,932 $712K
Cora Capital Advisors LLC 0.20% Reduce -0.0% 11,902 $710K
Warren Street Wealth Advisors, LLC 0.16% Reduce -2.9% 11,840 $707K
Galilei Investment Office LLP 0.32% No change 11,825 $706K
Emerald Advisors, LLC 0.09% Reduce -5.3% 11,820 $706K
Sagespring Wealth Partners, LLC 0.01% Add +30.9% 11,809 $705K
Icon Wealth Advisors, LLC 0.04% Reduce -1.2% 11,778 $703K
Cambria Investment Management, L.P. 0.03% Add +54.8% 11,775 $703K
Private Wealth Management Group, LLC 0.16% Reduce -5.3% 11,772 $703K
Harbour Capital Advisors, LLC 0.13% No change 11,712 $701K
Alpha Omega Wealth Management LLC 0.11% Reduce -1.3% 11,736 $701K
Axis Wealth Partners, LLC 0.34% Reduce -2.6% 11,696 $698K
RiverFront Investment Group, LLC 0.01% Add +19.2% 11,648 $695K
Tenon Financial LLC 0.22% Add +4.0% 11,620 $694K
Gross & Hartman Investments LLC 0.30% Reduce -10.3% 11,543 $689K
Greenwood Gearhart LLC 0.03% Add +77.0% 11,523 $688K
Clientfirst Wealth Management, LLC 0.56% No change 11,430 $682K
PAX Financial Group, LLC 0.10% Reduce -4.2% 11,417 $681K
Citrine Capital LLC 0.25% Add +5.8% 11,391 $680K
KLCM Advisors, Inc. 0.05% Add +12.4% 11,384 $680K
3Chopt Investment Partners, LLC 0.13% Add +18.2% 11,372 $679K
Sharper & Granite LLC 0.21% Add +2.3% 11,370 $679K
Berkeley Capital Partners, LLC 0.14% Add +0.3% 11,348 $677K
New Republic Capital, LLC 0.16% Add +0.0% 11,312 $675K
S.A. Mason LLC 0.21% Add +40.0% 11,307 $675K
GWN Securities Inc. 0.11% Add +8.9% 11,288 $674K
Buck Wealth Strategies, LLC 0.07% Add +5.8% 11,283 $673K
71 West Capital Partners 0.02% New 11,224 $670K
IFG Advisory, LLC 0.02% Add +1579.3% 11,167 $667K
Spectrum Strategic Capital Management, LLC 0.33% Add +3.4% 11,165 $666K
Romano Brothers and Company 0.07% Add +0.1% 11,161 $666K
Legacy PCG, LLC 3.29% Reduce -7.4% 11,006 $664K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +1.1% 11,065 $660K
Duncker Streett & Co. Inc. 0.11% Add +0.1% 11,059 $660K
Michels Family Financial, LLC 0.42% Reduce -0.6% 11,051 $660K
Baker Boyer National Bank 0.18% No change 11,017 $658K
Gradient Capital Advisors, LLC 0.15% Reduce -3.6% 11,014 $657K
Advisortrust Partners, LLC 0.22% No change 11,010 $657K
Apollon Financial, LLC 0.08% Add +48.4% 11,002 $657K
Next Capital Management LLC 0.18% Add +1.9% 10,919 $652K
Milestone Asset Management Group, LLC 0.33% Add +0.9% 10,901 $651K
Boltwood Capital Management 0.15% Reduce -0.3% 10,900 $651K
Webster Bank, N. A. 0.06% Add +0.3% 10,895 $650K
Inspire Advisors, LLC 0.05% New 10,899 $650K
WealthCollab, LLC 0.24% Add +2.5% 10,876 $649K
Capital Squared Financial LLC 0.42% Add +41.4% 10,864 $648K
Morton Capital Management LLC 0.09% Add +19.5% 10,787 $644K
Gambit Capital Management, LLC 0.37% Add +38.3% 10,772 $643K
Vista Capital Partners, Inc. 0.06% No change 10,772 $643K
Stratos Investment Management, LLC 0.02% Reduce -5.0% 10,738 $641K
William Mack & Associates, Inc. 0.23% Add +59.8% 10,727 $640K
Owen LaRue, LLC 0.22% No change 10,725 $640K
Sterling Capital Management LLC 0.01% No change 10,709 $639K
Alliance Wealth Advisors, LLC 0.26% No change 10,707 $639K
MMBG Investment Advisors Co. 0.05% Add +6.9% 10,680 $637K
Peak Asset Management, LLC 0.09% Add +0.1% 10,591 $632K
Note Advisors, LLC 0.27% Reduce -0.7% 10,571 $631K
Freestate Advisors LLC 0.47% Add +1.8% 10,554 $630K
LRI Investments, LLC 0.05% No change 10,548 $630K
Woodward Financial Advisors, Inc. 0.21% — 10,509 $627K
ETF Portfolio Partners, Inc. 0.15% Reduce -2.2% 10,485 $626K
Sendero Wealth Management, LLC 0.06% Add +5.8% 10,476 $625K
Torrey Growth & Income Advisors 0.21% Add +73.3% 10,476 $625K
Peirce Capital Management, LLC 0.23% Reduce -0.9% 10,454 $624K
IMA Advisory Services, Inc. 0.04% Add +2250.0% 10,434 $623K
Pekin Hardy Strauss, Inc. 0.05% Add +2.5% 10,421 $622K
Daybright Advisory Services, Inc. 0.15% Add +6.3% 10,525 $618K
Cornerstone Planning Group LLC 0.08% Reduce -4.7% 10,511 $618K
Carmel Capital Partners, LLC 0.20% Reduce -0.7% 10,301 $615K
Optimist Retirement Group LLC 0.24% Reduce -2.0% 10,263 $613K
Black Cypress Capital Management, LLC 0.41% Reduce -3.8% 10,242 $611K
Indiana Trust & Investment Management Co 0.17% No change 10,204 $609K
Welch Group, LLC 0.02% Reduce -0.5% 10,178 $608K
Sound Income Strategies, LLC 0.03% Add +0.1% 10,162 $607K
Sentinel Advisory Group, LLC 0.25% Add +1.8% 10,160 $606K
M3 Advisory Group, LLC 0.31% Reduce -2.0% 10,155 $606K
Sun Group Wealth Partners 0.41% Add +19.8% 10,135 $605K
Systematic Alpha Investments, LLC 0.02% No change 10,115 $604K
Portland Financial Advisors Inc 1.10% Add +5.8% 10,094 $603K
MBA Advisors LLC 0.21% Reduce -1.3% 10,090 $602K
Luminvest Wealth Management LLC 0.14% Add +1.5% 10,086 $602K
ETF Store, Inc. 0.50% Add +2.3% 10,079 $602K
Ariel Investments 0.01% Reduce -50.3% 10,065 $601K
5T Wealth, LLC 0.22% Add +1.0% 10,060 $600K
Foguth Wealth Management, LLC. 0.07% Add +7.1% 10,187 $590K
Nixon Peabody Trust Co. 0.04% New 9,882 $590K
Athena Investment Management 0.35% Add +2.7% 9,874 $589K
Fi3 FINANCIAL ADVISORS, LLC 0.14% New 8,017 $589K
J.Safra Asset Management Corp 0.03% Add +0.0% 9,844 $588K
Southland Equity Partners LLC 0.10% Add +2.5% 9,809 $586K
Syverson Strege & Co 0.13% No change 9,807 $585K
Balanced Rock Investment Advisors LLC 0.37% Add +1.2% 9,807 $585K
HTG Investment Advisors, Inc. 0.15% Reduce -29.1% 9,781 $584K
Align Financial, LLC 0.29% Add +3.4% 9,776 $584K
Buckhead Capital Management LLC 0.20% No change 9,752 $582K
Pitti Group Wealth Management, LLC 0.42% Add +30.0% 9,747 $582K
Baker Ellis Asset Management LLC 0.06% Reduce -0.1% 9,722 $580K
One Wealth Advisors, LLC 0.06% Reduce -15.3% 9,710 $580K
Prosperity Consulting Group, LLC 0.02% Reduce -9.7% 9,706 $579K
Pioneer Wealth Management Group 0.14% Add +1.1% 9,630 $575K
Motco 0.05% Reduce -8.7% 9,626 $575K
Larch Capital Partners LLC 0.08% No change 9,604 $573K
Mma Asset Management LLC 0.18% Add +9.1% 9,572 $571K
MeadowBrook Investment Advisors LLC 0.46% Reduce -3.2% 9,551 $570K
Founders Financial Alliance, LLC 0.08% Reduce -3.5% 9,532 $569K
First National Trust Co 0.02% Add +15.3% 9,526 $569K
Client 1ST Advisory Group, LLC 0.15% No change 9,517 $568K
Segment Wealth Management, LLC 0.03% Add +53.7% 9,470 $565K
Benchmark Financial, LLC 0.46% Add +17.7% 9,449 $564K
TCI Wealth Advisors, Inc. 0.02% Add +2.0% 9,447 $564K
Guardian Financial Partners, LLC 0.22% Reduce -14.9% 9,446 $564K
Etesian Wealth Advisors, Inc. 0.17% Reduce -2.8% 9,397 $561K
Probity Advisors, Inc. 0.08% Add +5.2% 9,386 $560K
Meredith Wealth Planning 0.13% Reduce -0.1% 9,354 $558K
Evolution Wealth Advisors, LLC 0.07% Add +0.7% 9,319 $556K
Beaird Harris Wealth Management, LLC 0.03% Add +4.1% 9,310 $556K
American Institute for Advanced Investment Management, LLP 0.32% Add +4.8% 9,308 $556K
Evergreen Wealth Management, LLC 0.26% Reduce -2.5% 9,296 $555K
Smith Salley Wealth Management 0.02% Add +13.2% 9,274 $554K
Ceera Investments, LLC 0.23% Reduce -5.7% 9,265 $553K
Burton Enright Welch 0.06% Reduce -4.4% 9,232 $551K
Plan A Wealth LLC 0.23% Reduce -33.9% 9,187 $548K
Evelyn Partners Group Ltd 0.01% — 6,270 $547K
ARK & TLK Investments, LLC 0.14% No change 9,156 $547K
Holos Integrated Wealth LLC 0.26% Reduce -1.6% 9,276 $546K
Colorado Capital Management, Inc. 0.19% Reduce -14.2% 9,145 $546K
Smith Shellnut Wilson LLC 0.20% Add +5.5% 9,128 $545K
Evernest Financial Advisors, LLC 0.11% Add +1.4% 9,081 $542K
Gateway Investment Advisers LLC 0.01% New 9,055 $540K
Mendel Money Management 0.20% Add +10.8% 9,040 $540K
Seven Mile Advisory 0.36% Reduce -1.7% 9,030 $539K
State Street Corp. 0.00% Add +42.9% 8,995 $537K
Cannell & Spears LLC 0.01% Reduce -21.4% 8,991 $537K
PCM Encore, LLC 0.09% Reduce -8.8% 8,984 $536K
PUREfi Wealth, LLC 0.29% Reduce -13.9% 8,966 $535K
Tiemann Investment Advisors, LLC 0.19% Reduce -1.9% 8,955 $535K
Cape Investment Advisory, Inc. 0.14% Reduce -5.2% 8,935 $533K
Ridgewood Investments LLC 0.20% Add +5.6% 8,929 $533K
Sonoma Private Wealth LLC 0.57% Add +0.9% 8,912 $532K
LOM Asset Management Ltd 0.14% Reduce -7.0% 8,900 $531K
Summit Financial Wealth Advisors, LLC 0.07% Add +18.7% 8,875 $530K
Bank of Marin 0.37% Reduce -2.2% 8,845 $528K
Councilmark Asset Management, LLC 0.28% No change 8,840 $528K
GeoWealth Management, LLC 0.02% Reduce -27.8% 8,801 $525K
Security National Bank of So Dak 0.24% Add +3.8% 8,796 $525K
True North Advisors, LLC 0.05% Reduce -6.4% 8,794 $525K
Atlanta Consulting Group Advisors, LLC 0.08% Add +0.6% 8,774 $524K
KG Capital Management 0.31% Add +3.5% 8,761 $523K
Nicholas Wealth, LLC. 0.29% Add +55.8% 8,753 $522K
Pallas Capital Advisors LLC 0.02% Add +4.9% 8,740 $522K
SeaCrest Wealth Management, LLC 0.06% Reduce -11.2% 8,723 $521K
Nomura Asset Management Co. Ltd. 0.00% Add +35.9% 8,700 $519K
FSA Investment Group, LLC 0.17% Add +58.2% 8,693 $519K
Planning Directions Inc. 0.24% Add +21.9% 8,673 $518K
Baldwin Investment Management, LLC 0.05% Reduce -0.5% 8,649 $516K
Harmony Asset Management LLC 0.14% Add +3.2% 8,641 $516K
Sloy Dahl & Holst, LLC 0.06% Reduce -1.1% 8,632 $515K
Klingenstein Fields & Co. LP 0.02% No change 8,603 $514K
Cooper/Haims Advisors, LLC 0.22% Reduce -0.3% 8,598 $513K
Select Asset Management & Trust 0.15% No change 8,600 $513K
Tennessee Valley Asset Management Partners 0.06% Add +79.5% 8,593 $513K
Townsquare Capital LLC 0.09% Add +25.3% 8,592 $513K
DV Trading LLC 0.04% Reduce -67.0% 8,579 $512K
Murphy & Mullick Capital Management Corp 0.32% Reduce -2.5% 8,573 $512K
Financial Perspectives, Inc 0.12% Reduce -0.8% 8,565 $511K
TriaGen Wealth Management LLC 0.13% No change 8,558 $511K
Security National Bank of Sioux City Iowa 0.21% Add +32.5% 8,548 $510K
IPG Investment Advisors LLC 0.07% Add +35.0% 8,548 $510K
Aua Capital Management, LLC 0.24% Reduce -0.6% 8,546 $510K
Zenith Solutions, Inc. 0.46% — 8,540 $510K
Kestra Investment Management, LLC 0.01% Reduce -99.5% 8,539 $510K
Advisor Resource Council 0.17% Add +4.4% 8,467 $509K
Vawter Financial, Ltd. 0.19% Add +0.0% 8,519 $508K
Bourgeon Capital Management LLC 0.08% Add +37.1% 8,498 $507K
Wescott Financial Advisory Group, LLC 0.04% Reduce -1.3% 8,493 $507K
Town Capital LLC 0.32% Reduce -15.6% 8,492 $507K
Proactive Wealth Strategies LLC 0.08% Reduce -0.6% 8,461 $505K
Emprise Bank 0.19% Reduce -13.9% 8,430 $503K
Sage Investment Counsel LLC 0.50% Add +0.3% 8,415 $502K
Forza Wealth Management, LLC 0.15% Reduce -0.3% 8,397 $501K
Guyasuta Investment Advisors Inc. 0.03% Add +8.4% 8,343 $498K
American Capital Advisory, LLC 0.18% Reduce -3.6% 8,343 $498K
Hill Island Financial LLC 0.11% Reduce -0.7% 8,327 $497K
Quantify Chaos Advisors, LLC 1.40% Add +2.4% 8,324 $497K
BWM Planning, LLC 0.11% Add +9.2% 8,303 $496K
Quotient Wealth Partners, LLC 0.01% Add +35.4% 8,294 $495K
Orleans Capital Management Corp. 0.25% New 8,267 $493K
Capital City Trust Co. 0.10% New 8,250 $492K
Great Hill Capital LLC 0.24% Reduce -5.7% 8,241 $492K
Traynor Capital Management, Inc. 0.02% Add +85.3% 8,215 $490K
AMG Asset Management Group, Inc. 0.31% Add +74.0% 8,209 $490K
Oarsman Capital, Inc. 0.05% Reduce -5.7% 8,198 $489K
Charis Legacy Partners, LLC 0.60% Reduce -0.3% 8,188 $489K
Mayfair Advisory Group, LLC 0.15% Add +0.7% 8,437 $488K
Capstone Wealth Management Group, Inc. 0.29% — 8,132 $485K
Independent Wealth Network Inc. 0.12% Add +11.1% 8,121 $485K
Clearstead Trust, LLC 0.06% Reduce -8.0% 8,088 $483K
Wallace Advisory Group, LLC 0.45% Add +101.6% 8,083 $482K
Mirador Capital Partners LP 0.06% Reduce -6.6% 8,082 $482K
OceanIQ Capital, LLC 0.29% — 8,000 $481K
Westfuller Advisors, LLC 0.17% Add +61.6% 8,051 $481K
Legacy Wealth Asset Management, LLC 0.11% No change 8,034 $480K
Spinnaker Investment Group, LLC 0.08% Add +31.2% 8,033 $479K
Partners Capital Investment Group, LLP 0.02% Add +0.1% 8,026 $479K
JTC Employer Solutions Trustee Ltd 0.04% No change 8,020 $479K
Ketron Financial 0.15% Reduce -0.6% 7,998 $477K
Brown Financial Advisory 0.20% No change 7,990 $477K
Abacus Wealth Partners, LLC 0.05% Reduce -0.2% 7,978 $476K
Uptown Financial Advisors LLC 0.35% Reduce -0.8% 7,964 $475K
ABLE Financial Group, LLC 0.08% No change 7,938 $474K
Maryland Capital Advisors Inc. 0.15% — 7,911 $472K
TCV Trust & Wealth Management, Inc. 0.04% Add +2.4% 7,911 $472K
Pinnacle Financial Group, LLC / IL 0.12% Add +0.1% 7,909 $472K
Stirlingshire Investments, Inc. 0.35% Reduce -6.5% 7,868 $470K
Belleair Asset Management, LLC 0.39% No change 7,826 $467K
Thompson Siegel & Walmsley LLC 0.01% No change 7,818 $467K
Clarendon Private LLC 0.30% Add +2.3% 7,781 $464K
Stelac Advisory Services LLC 0.09% No change 7,770 $464K
Clearwave Capital, LLC 0.25% Add +0.1% 7,735 $462K
St. Clair Advisors, LLC 0.12% Reduce -8.4% 7,734 $462K
Canal Capital Management, LLC 0.06% Add +26.8% 7,714 $460K
Inlight Wealth Management, LLC 0.15% Add +0.3% 70,163 $459K
SMH Capital Advisors Inc. 1.80% Add +0.0% 7,688 $459K
Intergy Private Wealth, LLC 0.11% Reduce -1.2% 7,681 $458K
Integrity Advisory Solutions, LLC 0.05% Add +21.3% 7,655 $457K
Curran Financial Partners, LLC 0.07% Add +15.3% 7,655 $457K
Fee-Only Financial Planning, L.C. 0.24% No change 7,640 $456K
Rare Wolf Capital LLC 0.29% Add +36.6% 7,621 $455K
SeaBridge Investment Advisors LLC 0.07% Reduce -24.8% 7,608 $454K
Dana Investment Advisors, Inc. 0.01% Add +2.0% 7,606 $454K
Colton Groome Financial Advisors, LLC 0.11% Reduce -2.4% 7,602 $454K
Ameliora Wealth Management Ltd. 0.13% No change 7,600 $454K
Jeppson Wealth Management, LLC 0.13% Reduce -0.2% 7,595 $453K
Integris Wealth Management, LLC 0.09% No change 7,573 $452K
TPG Advisors LLC 0.25% Add +0.8% 7,568 $452K
OFS Enterprise LLC 0.11% Reduce -1.1% 7,539 $450K
Financial Alternatives, Inc 0.22% Add +3.5% 7,492 $447K
Telos Capital Management, Inc. 0.04% Add +3.3% 7,481 $447K
Arsenal Capital Advisors LLC 0.26% Add +0.9% 7,463 $445K
DKM Wealth Management, Inc. 0.29% No change 7,446 $444K
Genesis Private Wealth, LLC 0.12% Reduce -54.3% 7,439 $444K
Approach Retirement Advisors, LLC 0.32% Reduce -2.8% 7,414 $443K
Optima Capital LLC 0.17% Reduce -5.9% 7,397 $442K
Marino, Stram & Associates LLC 0.07% Add +0.0% 7,395 $441K
VeraBank, N.A. 0.07% Reduce -0.5% 7,395 $441K
Fiduciary Alliance LLC 0.03% Add +2.2% 7,386 $441K
LCM Capital Management Inc 0.19% Reduce -0.8% 7,368 $440K
Macroview Investment Management LLC 0.27% Add +6.2% 7,357 $439K
Confluence Wealth Services, Inc. 0.01% Add +16.6% 7,342 $438K
Cogent Private Wealth, Inc. 0.27% Add +17.5% 7,327 $437K
Hamilton Wealth, LLC 0.08% Add +0.4% 7,321 $437K
Livet Wealth, LLC 0.25% Add +2.3% 7,305 $436K
Midland Wealth Advisors, LLC 0.02% New 7,253 $433K
Twin City Private Wealth, LLC 0.30% Add +9.1% 7,246 $433K
Ewa, LLC 0.08% New 7,242 $432K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% Reduce -0.7% 7,228 $431K
Geometric Wealth Advisors 0.05% Reduce -30.6% 7,224 $431K
Silver Oak Advisory Group, Inc. 0.17% Add +0.0% 7,209 $430K
Heirloom Wealth Management 0.06% Reduce -38.7% 7,158 $427K
Clarity Wealth Advisors, LLC 0.08% Reduce -7.5% 7,158 $427K
Shaker Financial Services, LLC 0.13% New 7,145 $427K
Compass Financial Management LLC 0.05% — 7,130 $426K
Flagstar Securities, Inc. 0.13% Reduce -2.0% 7,138 $426K
LCNB Corp. 0.13% No change 7,134 $426K
Matisse Capital 0.17% No change 7,107 $424K
Fortitude Advisory Group L.L.C. 0.16% Add +26.3% 7,087 $423K
Mystic Asset Management, Inc. 0.09% Add +2.9% 7,081 $423K
Cedarwood Wealth LLC 0.32% Add +0.1% 7,074 $422K
Private Capital Management, LLC 0.04% Add +13.4% 7,060 $421K
Lodestone Wealth Management LLC 0.15% No change 7,054 $421K
Eagle Strategies LLC 0.04% New 7,031 $420K
Central Pacific Bank - Trust Division 0.04% Add +31836.4% 7,026 $419K
Carnegie Investment Counsel 0.01% Add +15.8% 7,023 $419K
Almanack Investment Partners, LLC. 0.05% Add +79.8% 6,985 $417K
EnRich Financial Partners LLC 0.10% Reduce -9.5% 6,957 $415K
Capital Planning LLC 0.12% No change 6,955 $415K
Fortune Financial Group, Inc. 0.33% New 6,952 $415K
Vaughan David Investments LLC 0.01% Reduce -37.4% 6,912 $413K
Ascentis Wealth Management, LLC 0.07% Reduce -14.4% 6,915 $413K
American State Bank (Iowa) 0.17% Add +9.1% 6,914 $413K
Edgestream Partners, L.P. 0.01% New 6,914 $413K
Elser Financial Planning, Inc 0.02% Add +11.9% 6,885 $411K
Millstone Evans Group, LLC 0.22% Add +1.3% 6,884 $411K
Fortis Capital Management LLC 0.05% Add +73.9% 6,866 $410K
Post Resch Tallon Group Inc. 0.28% Reduce -0.5% 6,864 $410K
Sankala Group LLC 0.27% Add +2.4% 6,856 $409K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% No change 6,820 $407K
Fidelity D & D Bancorp Inc. 0.14% No change 6,815 $407K
Patton Albertson Miller Group, LLC 0.04% No change 6,810 $406K
Norway Savings Bank 0.17% Reduce -8.8% 6,794 $406K
Orgel Wealth Management, LLC 0.01% Add +28.8% 6,792 $405K
First Financial Bank - Trust Division 0.03% No change 6,780 $405K
Melfa Wealth Management, Inc. 0.22% Reduce -13.8% 6,745 $403K
Accel Wealth Management 0.09% Reduce -7.6% 6,700 $400K
Safe Harbor Family Capital, LLC 0.27% Reduce -16.1% 6,671 $398K
Lifeworks Advisors, LLC 0.04% New 6,666 $398K
True Link Financial Advisors, LLC 0.02% Reduce -48.2% 6,666 $398K
Asset Advisory Group, Inc. 0.17% Reduce -3.0% 6,615 $395K
Investmark Advisory Group LLC 0.15% Add +5.4% 6,579 $393K
GAMMA Investing LLC 0.01% Reduce -19.7% 6,577 $393K
Legacy Wealth Managment, LLC 0.16% Add +59.7% 6,554 $391K
Libra Wealth LLC 0.10% Add +0.8% 6,539 $390K
Stanley-Laman Group, Ltd. 0.04% Add +1.6% 6,489 $387K
Independent Wealth Advisors LLC 0.35% Add +7.1% 6,475 $386K
MJT & Associates Financial Advisory Group, Inc. 0.26% No change 6,461 $386K
Wealth Management Nebraska 0.03% Reduce -9.4% 6,455 $385K
Mission Financial Group, LLC 0.32% — 6,446 $385K
Madrona Financial Services, LLC 0.07% New 6,442 $385K
Caliber Wealth Management, LLC / KS 0.04% Add +2.8% 6,430 $384K
Teachers Insurance & Annuity Association of America 0.42% Add +11.8% 6,426 $384K
Laurel Oak Wealth Management, LLC 0.06% Add +3.9% 6,419 $383K
Laffer Tengler Investments, Inc. 0.06% No change 6,397 $382K
Sterling Financial Planning, Inc. 0.10% Add +0.6% 6,387 $381K
Empire Life Investments Inc. 0.02% Add +73.7% 6,363 $380K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -10.3% 6,358 $380K
Montis Financial, LLC 0.08% Reduce -18.0% 6,358 $379K
Curi Capital, LLC 0.01% Reduce -26.8% 6,329 $378K
Resources Management Corp. /CT/ 0.05% Reduce -5.3% 6,320 $377K
Cromwell Holdings LLC 0.17% New 6,310 $377K
Legacy Financial Group LLC 0.04% Reduce -4.9% 6,309 $377K
FAS Wealth Partners, Inc. 0.02% Reduce -2.9% 6,271 $374K
Perennial Investment Advisors, LLC 0.02% Add +0.9% 6,248 $373K
Pension & Wealth Management Advisors, Inc. 0.10% Add +3.3% 6,241 $373K
RDA Financial Network 0.08% Reduce -4.8% 6,220 $371K
Hippocratic Financial Advisors, LLC 0.14% No change 6,217 $371K
Sage Mountain Advisors LLC 0.02% Reduce -4.1% 6,204 $370K
Montgomery Investment Management Inc. 0.11% No change 6,200 $370K
Sensible Money, LLC 0.10% Add +65.6% 6,190 $370K
Cottage Street Advisors LLC 0.14% Reduce -0.3% 6,157 $368K
Robinson Smith Wealth Advisors LLC 0.22% New 6,156 $367K
Sharkey, Howes & Javer 0.04% Reduce -29.8% 6,148 $367K
Lee Financial Co 0.05% New 6,146 $367K
Broadleaf Partners, LLC 0.07% No change 6,131 $366K
Patten & Patten Inc. 0.02% No change 6,120 $365K
IVC Wealth Advisors LLC 0.14% Reduce -3.5% 6,088 $363K
Goepper Burkhardt LLC 0.11% Reduce -16.5% 6,063 $362K
KKM Financial LLC 0.05% Reduce -0.3% 6,057 $362K
Cypress Point Wealth Management, LLC 0.07% Add +0.1% 6,054 $361K
Nottingham Advisors, Inc. 0.04% Reduce -15.9% 6,224 $361K
PW Nova Financial Services LLC 0.08% Reduce -0.3% 6,025 $360K
Blue Bell Private Wealth Management, LLC 0.04% Add +1.2% 5,994 $358K
Potomac Fund Management Inc. 0.01% Reduce -1.3% 5,982 $357K
Destination Wealth Management 0.01% Reduce -21.4% 5,970 $356K
Strait & Sound Wealth Management LLC 0.13% No change 5,969 $356K
Bond & Devick Financial Network, Inc. 0.09% Reduce -1.1% 5,965 $356K
Finward Bancorp 0.27% No change 5,910 $353K
Longview Financial Advisors LLC 0.17% Reduce -0.1% 5,909 $353K
Ruedi Wealth Management, Inc. 0.08% Add +8.3% 5,904 $352K
SHP Wealth Management 0.02% Add +79.3% 5,891 $352K
Liberty Square Wealth Partners LLC 0.08% Reduce -25.2% 5,891 $352K
Harpswell Capital Advisors, LLC 0.23% New 5,884 $351K
Integral Investment Advisors, Inc. 0.08% No change 5,862 $350K
GK Wealth Management LLC 0.21% Reduce -92.2% 5,857 $350K
Riverview Capital Advisers, LLC 0.10% Add +0.1% 5,853 $349K
Madison Asset Management, LLC 0.00% No change 5,851 $349K
Private Wealth Group, LLC 0.13% Add +32.4% 5,849 $349K
Trifecta Capital Advisors, LLC 0.04% No change 5,848 $349K
Florida Financial Advisors, LLC 0.06% Add +5.6% 5,835 $348K
LJI Wealth Management, LLC 0.05% Reduce -18.4% 5,819 $347K
RAM Investment Partners, LLC 0.06% Reduce -12.0% 5,812 $347K
SlateStone Wealth, LLC 0.03% Reduce -13.3% 5,795 $346K
Asset Allocation Strategies LLC 0.05% Reduce -6.3% 5,796 $346K
Index Fund Advisors, Inc. 0.01% Reduce -1.4% 5,784 $345K
Robinhood Asset Management, LLC 0.02% Reduce -17.5% 5,770 $344K
New Harbor Financial Group, LLC 0.05% Add +4.0% 5,770 $344K
Strategic Wealth Partners, Ltd. 0.02% Reduce -2.4% 5,730 $342K
Arlington Trust Co LLC 0.03% Add +27.0% 5,724 $342K
Castleview Partners, LLC 0.15% New 5,711 $341K
Neumann Capital Management, LLC 0.23% Reduce -8.1% 5,700 $340K
Oakworth Capital, Inc. 0.02% Add +8.7% 5,699 $340K
Stage Harbor Financial, LLC 0.20% No change 5,695 $340K
RHS Financial, LLC 0.14% Add +12.3% 5,677 $339K
Prospera Capital Management, LLC 0.11% Add +0.2% 5,634 $338K
Live Oak Private Wealth LLC 0.04% Reduce -48.9% 5,655 $338K
Wealth Dimensions Group, Ltd. 0.06% Add +0.0% 5,643 $337K
Primoris Wealth Advisors, LLC 0.15% Add +2.3% 5,627 $336K
Natixis 0.00% New 5,622 $336K
LFA - Lugano Financial Advisors SA 0.20% No change 5,621 $336K
Harbor Investment Advisory, LLC 0.02% Reduce -1.8% 5,594 $334K
Strategic Advisory Partners, LLC 0.24% Reduce -3.6% 5,590 $334K
Fairman Group, LLC 0.26% Add +10.7% 5,581 $333K
William Howard & Co Financial Advisors Inc 0.26% Add +0.0% 5,580 $333K
NTV Asset Management LLC 0.03% Add +4.9% 5,576 $333K
Calamos Wealth Management LLC 0.01% No change 5,574 $333K
Evergreen Private Wealth LLC 0.12% Reduce -4.5% 5,566 $332K
Seed Wealth Management, Inc. 0.21% No change 5,550 $331K
Transcendent Capital Group LLC 0.13% Add +0.2% 5,548 $331K
Forum Private Client Group LLC 0.10% Reduce -10.6% 5,534 $330K
Yoffe Investment Management, LLC 0.38% No change 5,529 $330K
Capital Advisors, Ltd. LLC 0.03% Add +4.7% 5,508 $329K
YHB Investment Advisors, Inc. 0.02% No change 5,506 $329K
Huntington National Bank 0.00% Add +8.9% 5,499 $328K
Lavaca Capital LLC 0.03% New 5,484 $327K
Cornerstone Advisors Asset Management, LLC 0.04% Reduce -4.2% 5,469 $326K
Bouchey Financial Group, Ltd. 0.02% No change 5,468 $326K
Secure Asset Management, LLC 0.05% Add +0.8% 5,465 $326K
Shufro Rose & Co. LLC 0.02% No change 5,462 $326K
Insight Advisors, LLC/ PA 0.06% Add +12.6% 5,455 $326K
Gibraltar Capital Management, Inc. 0.05% Reduce -2.8% 5,455 $326K
Common Fund for Nonprofit Organizations 0.03% Reduce -9.9% 5,437 $325K
Jag Capital Management, LLC 0.03% No change 5,432 $324K
BluePrint Investing LLC 0.27% No change 5,431 $324K
Thayer Financial, L.L.C. 0.29% No change 5,422 $324K
Ballast Financial Advisors LLC 0.29% Reduce -4.3% 5,412 $323K
Front Row Advisors LLC 0.09% No change 5,354 $322K
1832 Asset Management L.P. 0.00% Reduce -1.3% 5,387 $322K
TRB Wealth Management, LLC 0.04% Reduce -54.8% 5,371 $321K
Sincerus Advisory, LLC 0.22% Add +12.8% 5,367 $320K
Clark Capital Management Group, Inc. 0.00% New 5,367 $320K
Activest Wealth Management 0.06% Add +31.1% 5,348 $319K
Latitude Advisors, LLC 0.13% Add +1.6% 5,337 $319K
Crux Wealth Advisors 0.11% Reduce -2.0% 5,336 $318K
Olde Wealth Management, LLC 0.09% Add +6.2% 5,320 $317K
Rainier Family Wealth Inc. 0.18% No change 5,308 $317K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -7.0% 5,301 $316K
Godfrey Financial Associates, Inc. 0.24% Add +9.4% 5,271 $316K
EJMK Ventures LLC 0.14% Reduce -40.1% 5,297 $316K
Bellwether Advisors, LLC 0.05% Add +18.6% 5,283 $315K
Forbes J M & Co. LLP 0.02% Add +0.1% 5,277 $315K
DT Investment Partners, LLC 0.02% No change 5,276 $315K
Biltmore Family Office, LLC 0.04% Reduce -0.5% 5,245 $313K
Stanich Group LLC 0.20% No change 5,216 $311K
Fielder Capital Group LLC 0.07% Add +11.7% 5,202 $311K
Accredited Investors Inc. 0.01% Reduce -17.6% 5,185 $309K
Orca Wealth Management, LLC 0.19% New 5,173 $309K
WealthTrust Axiom LLC 0.07% Add +29.6% 5,155 $308K
TFB Advisors LLC 0.14% Reduce -16.3% 5,153 $308K
Villere St Denis J & Co. LLC 0.04% No change 5,153 $308K
Breachway Investments LLC 0.46% Add +2.9% 5,111 $305K
Dudley Capital Management, LLC 0.12% Add +0.7% 5,111 $305K
Fonville Wealth Management LLC 0.05% Add +35.0% 5,109 $305K
Riverbend Wealth Management, LLC 0.15% Add +5.7% 5,098 $304K
Navigation Wealth Management, Inc. 0.42% Add +4.6% 5,095 $304K
Keebeck Wealth Management 0.03% Add +0.0% 5,085 $304K
EagleClaw Capital Managment, LLC 0.04% No change 5,084 $303K
Team Hewins, LLC 0.08% No change 5,067 $302K
Community Bank & Trust, Waco, Texas 0.05% No change 5,022 $300K
Impact Partnership Wealth, LLC 0.03% New 5,024 $300K
Retirement Planning Co of New England, Inc. 0.11% Reduce -0.9% 5,020 $300K
Essential Partners LLC 0.14% Reduce -1.0% 5,018 $300K
PCG Asset Management, LLC 0.21% Reduce -0.5% 5,015 $299K
Investor's Fiduciary Advisor Network, LLC 0.10% Add +6.8% 5,018 $299K
Weitzel Financial Services, Inc. 0.10% Add +1.5% 5,069 $299K
Cooper Financial Group 0.02% Reduce -1.2% 5,002 $299K
Capital Advisors Wealth Management, LLC 0.04% Add +0.0% 5,001 $299K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.0% 4,986 $298K
Aprio Wealth Management, LLC 0.01% Reduce -43.1% 4,972 $297K
Sunpointe, LLC 0.08% Add +0.0% 4,939 $295K
Woodside Wealth Management LLC 0.21% No change 4,936 $295K
Amplius Wealth Advisors, LLC 0.02% Add +31.8% 4,924 $294K
Coastal Bridge Advisors, LLC 0.02% Reduce -0.6% 4,914 $293K
Northstar Asset Management Inc. 0.09% No change 4,912 $293K
First Foundation Advisors 0.01% Add +1.4% 4,900 $292K
Transcend Capital Advisors, LLC 0.02% Add +8.3% 4,877 $291K
Vantage Point Financial LLC 0.09% Reduce -1.6% 4,858 $290K
KilterHowling LLC 0.13% New 4,850 $289K
Elevate Capital Advisors, LLC 0.16% New 4,849 $289K
Raleigh Capital Management Inc. 0.09% Reduce -5.4% 4,845 $289K
AAF Wealth Management, LLC 0.11% No change 4,840 $289K
WJ Financial Advisors LLC 0.21% No change 4,804 $287K
Shayne & Jacobs, LLC 0.08% Add +23.4% 4,776 $285K
Redmond Asset Management, LLC 0.07% Reduce -7.5% 4,773 $285K
Camden National Bank 0.04% Reduce -2.0% 4,771 $285K
Realta Investment Advisors 0.09% Reduce -13.6% 4,747 $283K
Eq LLC 0.07% Add +0.0% 4,736 $283K
Bell Investment Advisors, Inc 0.04% Reduce -3.3% 4,734 $283K
JBR Co Financial Management Inc 0.10% Add +5.8% 4,733 $283K
Vickerman Investment Advisors, Inc. 0.05% Add +0.7% 4,733 $283K
Forthright Family Wealth Advisory LLC 0.16% Reduce -60.0% 4,722 $282K
Brave Asset Management Inc. 0.06% No change 4,709 $281K
Bogart Wealth, LLC 0.01% Add +20.5% 4,709 $281K
Oak Barrel Wealth Advisory LLC 0.12% — 4,702 $281K
SMART Wealth LLC 0.06% New 4,683 $280K
Tenet Wealth Partners, LLC 0.21% — 4,800 $280K
John W. Brooker & Co., CPAs 0.34% Add +18.4% 4,680 $279K
Equitable Trust Co. 0.01% New 4,680 $279K
Virtue Capital Management, LLC 0.04% Reduce -33.4% 4,669 $279K
TFC Financial Management, Inc. 0.03% No change 4,655 $278K
Belvedere Trading LLC 0.02% New 4,654 $278K
Hobbs Group Advisors, LLC 0.07% Reduce -2.2% 4,648 $277K
Chico Wealth RIA 0.14% Add +0.0% 4,646 $277K
JSF Financial, LLC 0.04% New 4,617 $276K
Good Harbor Advisors, Inc. 0.27% No change 4,612 $275K
Heartland Bank & Trust Co 0.06% New 4,612 $275K
Pine Haven Investment Counsel, Inc 0.18% No change 4,609 $275K
RKL Wealth Management LLC 0.02% Reduce -0.3% 4,599 $275K
Asempa Wealth Advisors 0.21% Reduce -6.3% 4,599 $275K
Whalen Wealth Management Inc. 0.12% Add +2.8% 4,586 $274K
Northbridge Financial Group, LLC 0.10% Reduce -0.1% 4,580 $273K
BCS Private Wealth Management, Inc. 0.08% Add +12.3% 4,574 $273K
Pacific Sage Partners, LLC 0.04% No change 4,570 $273K
Quartz Partners, LLC 0.09% Add +4.9% 4,567 $273K
Adirondack Trust Co. 0.08% Reduce -5.2% 4,559 $272K
Coquina Private Wealth LLC 0.18% No change 4,549 $272K
Benningfield Financial Advisors, LLC 0.20% Reduce -9.7% 4,549 $272K
Caerus Investment Advisors, LLC 0.09% Add +2.2% 4,540 $271K
Essential Planning, LLC. 0.08% Reduce -52.3% 4,536 $271K
Anson Capital, Inc. 0.18% Add +0.2% 4,530 $270K
Dunhill Financial, LLC 0.06% Reduce -9.9% 4,527 $270K
Vestia Personal Wealth Advisors 0.11% Reduce -0.9% 4,523 $270K
Fiduciary Family Office, LLC 0.07% No change 4,517 $270K
Burkett Financial Services, LLC 0.08% Add +0.1% 4,497 $268K
WPG Advisers, LLC 0.16% Reduce -0.6% 4,492 $268K
Richard W. Paul & Associates, LLC 0.08% Reduce -11.7% 4,474 $267K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.09% — 4,457 $266K
Lighthouse Financial LLC 0.14% No change 4,450 $266K
Haven Private, LLC 0.10% Add +4.2% 4,449 $266K
Markowski Investments 0.06% — 4,449 $266K
Physician Wealth Advisors, Inc. 0.03% Add +27.3% 4,444 $265K
Hengehold Capital Management LLC 0.02% Add +4.4% 4,429 $264K
FDx Advisors, Inc. 0.08% Reduce -1.9% 4,417 $264K
Millington Financial Advisors, LLC 0.10% No change 4,563 $264K
W Advisors, LLC 0.12% No change 4,419 $264K
Meridian Wealth Advisors, LLC 0.03% Reduce -21.7% 4,419 $264K
Advisor OS, LLC 0.02% Reduce -15.4% 4,416 $264K
Worth Financial Advisory Group, LLC 0.11% New 4,407 $263K
FMB Wealth Management 0.10% No change 4,396 $262K
Meramec Financial Planners, LLC 0.10% Reduce -10.3% 4,503 $262K
NWF Advisory Services Inc. 0.02% Reduce -26.1% 4,383 $262K
Chicago Capital, LLC 0.01% Add +0.7% 4,376 $261K
Powers Advisory Group, LLC 0.08% Add +6.5% 4,372 $261K
Instrumental Wealth, LLC 0.13% Add +0.9% 4,362 $260K
Birchbrook, Inc. 0.12% No change 4,360 $260K
Archvest Wealth Advisors, Inc. 0.15% Reduce -44.1% 4,353 $260K
Calton & Associates, Inc. 0.04% Reduce -22.9% 4,348 $260K
Lyell Wealth Management, LP 0.02% New 4,347 $259K
WNY Asset Management, LLC 0.02% Add +3.1% 4,344 $259K
East Coast Asset Management, LLC. 0.08% No change 4,337 $259K
Avalon Capital Management 0.06% Reduce -5.5% 4,336 $259K
Texas Bank & Trust Co 0.08% New 4,311 $257K
Stillwater Private Wealth, LLC 0.17% Reduce -40.4% 4,257 $257K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,300 $257K
Maridea Wealth Management LLC 0.03% Add +2.7% 4,300 $257K
Cardinal Point Capital Management ULC 0.01% Reduce -17.9% 4,295 $256K
West Michigan Advisors, LLC 0.05% No change 13,000 $256K
Droms Strauss Advisors Inc. /Mo/ 0.06% No change 4,280 $255K
Cynosure Group, LLC 0.04% Reduce -31.5% 4,260 $254K
Five Pine Wealth Management 0.14% Add +0.1% 4,256 $254K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -3.0% 4,251 $254K
Peregrine Asset Advisers, Inc. 0.06% Add +0.0% 4,249 $254K
Basepoint Wealth LLC 0.14% Reduce -2.4% 4,241 $253K
SC&H Financial Advisors, Inc. 0.03% Reduce -1.3% 4,240 $253K
Madison Wealth Partners, Inc 0.03% New 4,219 $252K
Byrne Asset Management LLC 0.14% No change 4,210 $251K
Fragasso Financial Advisors Inc 0.01% Add +0.5% 4,197 $251K
First Pacific Financial 0.03% Add +0.1% 4,187 $250K
BankPlus Trust Department 0.06% Add +835.6% 4,173 $249K
Semitam Bonam LLC 0.18% No change 4,171 $249K
Fund Advisors of America Inc 0.23% Add +2.7% 4,168 $249K
First Merchants Corp. 0.01% Reduce -4.5% 4,164 $249K
Jane Street Group, LLC 0.00% New 4,162 $248K
Tactive Advisors, LLC 0.06% Reduce -2.5% 4,105 $245K
Invariant Investment Management 0.14% No change 4,064 $244K
Waddell & Associates, LLC 0.01% No change 4,088 $244K
Peak Wealth Management LLC 0.17% No change 4,073 $243K
Marathon Wealth Advisors LLC 0.08% New 4,067 $243K
Redhawk Wealth Advisors, Inc. 0.02% Add +2.6% 4,046 $241K
Navigate Wealth Management, LLC 0.15% Reduce -1.9% 4,155 $240K
Center For Asset Management LLC 0.11% Reduce -8.0% 4,016 $240K
Ahara Advisors LLC 0.16% Add +3.9% 4,008 $239K
Caitlin John, LLC 0.13% Add +21.3% 3,976 $237K
Hollencrest Capital Management 0.02% Reduce -19.7% 3,973 $237K
Wealthquest Corp 0.01% No change 3,972 $237K
Integrated Wealth Management 0.25% Reduce -5.0% 3,950 $236K
Cypress Capital Group 0.02% New 3,944 $235K
Camelot Technology Advisors, Inc. 0.16% Add +0.0% 3,940 $235K
Ehrlich Financial Group 0.12% No change 3,901 $233K
Trustco Bank Corp. N Y 0.17% Add +0.8% 3,892 $232K
Seneschal Advisors, LLC 0.16% Reduce -13.3% 3,877 $231K
Planning Strategies Inc. 0.14% — 3,875 $231K
Anchor Investment Management, LLC 0.02% Reduce -36.8% 3,872 $231K
WP Advisors, LLC 0.06% New 3,869 $231K
M Wealth Management, LLC 0.18% Reduce -2.6% 3,850 $230K
Kapstone Financial Advisors LLC 0.10% New 3,831 $229K
Adamsbrown Wealth Consultants LLC 0.04% New 3,828 $228K
Canvas Wealth Advisors, LLC 0.03% No change 3,827 $228K
Independence Bank of Kentucky 0.03% No change 3,807 $227K
Capasso Planning Partners LLC 0.11% New 3,798 $227K
Intellectus Partners, LLC 0.04% No change 3,796 $227K
Performance Wealth Partners, LLC 0.01% New 3,794 $226K
Collaborative Wealth Managment Inc. 0.10% Reduce -11.3% 3,787 $226K
Retirement Income Solutions, Inc. 0.04% No change 4,181 $226K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -0.7% 3,784 $226K
Parisi Gray Wealth Management 0.05% Reduce -2.6% 3,782 $226K
Iams Wealth Management, LLC 0.07% New 3,782 $226K
LS Investment Advisors, LLC 0.03% No change 3,777 $225K
Mascoma Wealth Management LLC 0.04% Add +9.3% 3,766 $225K
Xxi Wealth, LLC 0.10% New 3,765 $225K
Sunburst Financial Group, LLC 0.04% Reduce -3.9% 3,756 $224K
Ignite Planners, LLC 0.03% New 3,748 $224K
HHM Wealth Advisors, LLC 0.02% Reduce -10.7% 3,744 $223K
Cordatus Wealth Management LLC 0.05% No change 3,739 $223K
Caldwell Sutter Capital, Inc. 0.08% Reduce -3.1% 3,734 $223K
Skyline Advisors, Inc. 0.07% Add +0.1% 3,731 $223K
Tompkins Financial Corp. 0.02% Reduce -0.2% 3,725 $222K
Culbertson A N & Co. Inc. 0.03% New 3,722 $222K
Retirement Solution LLC 0.04% New 3,718 $222K
Blodgett Wealth Advisors, LLC 0.15% Add +0.0% 3,703 $221K
Curtis Advisory Group, LLC 0.04% Reduce -0.4% 3,696 $221K
Warner Group LLC 0.05% New 3,690 $220K
Great Waters Wealth Management 0.02% New 3,690 $220K
Christensen, King & Associates Investment Services, Inc. 0.09% New 3,684 $220K
SwitchPoint Financial Planning, LLC 0.13% New 3,674 $219K
Piscataqua Savings Bank 0.15% No change 3,674 $219K
Embree Financial Group 0.02% New 3,666 $219K
Wincap Financial LLC 0.12% Reduce -1.2% 3,661 $218K
STAR Financial Bank 0.09% New 3,659 $218K
Independent Investors Inc. 0.04% New 3,650 $218K
Strategic Financial Concepts, LLC 0.06% Reduce -20.1% 3,924 $218K
Shum Financial Group, Inc. 0.13% New 3,641 $217K
Fortress Financial Group, LLC 0.11% Reduce -16.2% 3,640 $217K
Sterling Investment Advisors LLC 0.10% New 3,629 $217K
Washington Trust Bank 0.02% New 3,627 $216K
Capital Asset Managemnet, LLC 0.49% Reduce -85.9% 3,626 $216K
McMill Wealth Management 0.05% Reduce -29.9% 3,572 $216K
Brookwood Investment Group LLC 0.02% New 3,600 $215K
Wealth Alliance, LLC 0.02% Reduce -14.0% 3,593 $214K
Parcion Private Wealth LLC 0.01% New 3,588 $214K
Alkeme Wealth, LLC 0.08% New 3,584 $214K
MPS Loria Financial Planners, LLC 0.05% New 3,574 $213K
Amundi 0.00% New 3,565 $213K
Empirical Asset Management, LLC 0.05% New 3,561 $213K
Capstone Financial Advisors, Inc. 0.01% New 3,555 $212K
Cornerstone Wealth Group, LLC 0.01% Add +2.5% 3,548 $212K
First County Bank 0.10% New 3,525 $210K
Guardian Wealth Advisors, LLC / NC 0.01% New 3,511 $210K
Beacon Bank & Trust 0.04% New 3,507 $209K
Freedom Day Solutions, LLC 0.05% New 3,504 $209K
Pin Oak Investment Advisors Inc. 0.15% No change 3,485 $208K
Richards, Merrill & Peterson, Inc. 0.07% Reduce -4.0% 3,484 $208K
Weaver Consulting Group 0.04% New 3,477 $208K
Eagle Global Advisors LLC 0.01% New 3,475 $207K
Wealthcare Capital Management LLC 0.02% New 3,458 $206K
Verdence Capital Advisors LLC 0.01% New 3,426 $204K
JB Capital LLC 0.01% New 3,424 $204K
Brio Consultants, LLC 0.02% Reduce -0.1% 3,422 $204K
Principle Wealth Partners LLC 0.01% New 3,409 $203K
Inman Jager Wealth Management, LLC 0.11% New 3,408 $203K
Power Wealth Management LLC 0.07% New 3,401 $203K
Freedom Investment Management, Inc. 0.06% New 3,393 $203K
Omega Financial Group, LLC 0.06% Reduce -12.9% 3,389 $202K
JGP Wealth Management, LLC 0.02% New 3,385 $202K
Arq Wealth Advisors, LLC 0.03% New 3,432 $202K
Jump Financial, LLC 0.00% New 3,379 $202K
Exit Wealth Advisors, LLC. 0.09% New 3,376 $201K
Focused Alpha, LLC 0.05% Reduce -60.2% 3,372 $201K
Tull Financial Group, Inc. 0.08% Reduce -97.5% 3,371 $201K
Allegheny Financial Group 0.02% New 3,369 $201K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +0.8% 3,341 $199K
Colonial Trust Advisors 0.01% Add +27.8% 3,289 $196K
GFS Advisors, LLC 0.02% Add +0.9% 467,147 $196K
Kennebec Savings Bank 0.16% No change 3,269 $195K
Barnes Dennig Private Wealth Management LLC 0.15% No change 3,206 $191K
TrustBank 0.06% Add +3.2% 3,189 $190K
Peterson Wealth Services 0.04% New 3,181 $190K
Tucker Asset Management LLC 0.05% New 3,140 $187K
Rothschild Investment LLC 0.01% Reduce -1.4% 3,052 $182K
Delos Wealth Advisors, LLC 0.09% Add +1.0% 3,020 $180K
Mondrian Investment Partners LTD 0.00% Reduce -5.6% 3,014 $180K
Security National Bank 0.02% No change 3,004 $179K
Addison Advisors LLC 0.08% Reduce -6.0% 2,984 $178K
Noble Wealth Management PBC 0.08% Add +2.5% 2,972 $177K
Colonial Trust Co / SC 0.02% Reduce -40.8% 2,906 $173K
Winch Advisory Services, LLC 0.03% Add +92.7% 2,785 $166K
Keating Financial Advisory Services, Inc. 0.02% Add +0.1% 2,759 $165K
Salem Investment Counselors Inc. 0.00% Add +1.7% 2,752 $164K
CKW Financial Group 0.02% No change 2,756 $163K
Triumph Capital Management 0.03% Add +1.7% 2,684 $160K
BNP Paribas Financial Markets 0.00% Reduce -86.7% 2,667 $159K
Versant Capital Management, Inc 0.01% Reduce -41.2% 2,634 $157K
Strategic Investment Solutions, Inc. 0.04% Add +184.5% 2,609 $156K
Sachetta, LLC 0.08% Add +7.6% 2,606 $156K
Perkins Coie Trust Co 0.03% No change 2,588 $154K
Armstrong Advisory Group, Inc. 0.01% No change 2,556 $153K
Evensky & Katz LLC 0.01% Reduce -30.7% 2,485 $148K
Ramirez Asset Management, Inc. 0.02% Add +2.9% 2,471 $147K
Forum Finance Group S.A. 0.05% No change 3,051 $147K
USA Financial Formulas 0.03% — 2,454 $146K
Coston, McIsaac & Partners 0.03% No change 2,448 $146K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -0.7% 2,416 $144K
Tacita Capital Inc 0.08% Reduce -15.2% 2,402 $143K
Synergy Investment Management, LLC 0.03% Add +110.6% 2,428 $141K
Burk Holdings LLC 0.05% Reduce -7.1% 2,363 $141K
Investors Research Corp 0.03% Add +334.9% 2,344 $140K
Ameriflex Group, Inc. 0.06% Add +48.8% 2,334 $139K
Evolution Wealth Management Inc. 0.08% Reduce -1.4% 2,305 $138K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,303 $137K
First Community Trust NA 0.06% No change 2,249 $134K
Roehl & Yi Investment Advisors, LLC 0.04% Reduce -1.9% 34,827 $127K
Owl Creek Wealth Partners LLC 0.04% Add +0.1% 2,077 $124K
Strategic Wealth Advisors LLC 0.10% No change 2,285 $122K
CDKV Holdings LLC 0.10% No change 2,040 $122K
10Elms LLP 0.05% Add +189.2% 2,033 $121K
Ankerstar Wealth, LLC 0.10% Add +1.1% 2,022 $121K
Pioneer Family Office, LLC 0.06% Reduce -16.6% 2,007 $120K
Robbins Farley 0.05% New 2,004 $120K
Plante Moran Financial Advisors, LLC 0.01% Add +6.8% 1,999 $119K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,986 $119K
Pacifica Partners Inc. 0.04% Add +0.1% 1,992 $118K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 1,966 $117K
Main Street Group, LTD 0.03% Add +0.8% 1,943 $116K
Swisher Financial Concepts, Inc. 0.07% Reduce -64.1% 1,924 $115K
Strive Financial Group ,LLC 0.05% Add +15.9% 1,912 $114K
Hoey Investments, Inc. 0.01% No change 1,848 $110K
Bitterroot Capital Advisors LLC 0.07% No change 1,845 $110K
Chesapeake Asset Management LLC 0.08% No change 1,828 $109K
Global Trust Asset Management, LLC 0.03% Reduce -7.4% 1,818 $109K
Signature Resources Capital Management, LLC 0.04% Add +11.7% 1,802 $108K
Operose Advisors LLC 0.02% Reduce -2.6% 1,787 $107K
Aberdeen Wealth Management LLC 0.05% Reduce -8.0% 1,767 $105K
LifeSteps Financial, Inc. 0.05% New 1,757 $105K
Valley National Advisers Inc. 0.01% Reduce -12.8% 1,742 $104K
Go Invest LLC 0.02% Add +2.3% 1,737 $104K
CNB Bank 0.04% Reduce -0.2% 1,705 $102K
Providence Capital Advisors, LLC 0.02% No change 1,688 $101K
Tidemark, LLC 0.02% Add +34.1% 1,662 $99K
Cambient Family Office, LLC 0.01% Add +11.2% 1,584 $95K
Financial Network Wealth Advisors LLC 0.10% Add +13.5% 1,582 $94K
Heritage Wealth Advisors 0.00% Reduce -12.3% 1,568 $94K
High Note Wealth, LLC 0.02% No change 1,534 $92K
Pittenger & Anderson Inc. 0.00% Reduce -0.6% 1,524 $91K
Tsfg, LLC 0.01% Reduce -3.0% 1,507 $90K
Monetary Management Group Inc. 0.02% Add +20.0% 1,500 $90K
Outlook Capital Management, LLC 0.03% — 1,498 $89K
Register Financial Advisors LLC 0.03% No change 1,493 $89K
Truvestments Capital LLC 0.01% Add +26414.3% 1,856 $89K
Adkins Seale Capital Management LLC 0.08% New 1,474 $88K
Investment Counsel Co. of Nevada 0.16% No change 1,435 $86K
Western Pacific Wealth Management, LP 0.08% No change 1,427 $85K
Guardian Partners Inc. 0.01% New 1,386 $83K
Concord Wealth Partners 0.01% New 1,351 $81K
Kilter Group LLC 0.03% Reduce -8.5% 1,344 $80K
Kroeger Financial Partners 0.07% — 1,292 $77K
Crews Bank & Trust 0.01% Reduce -13.5% 1,289 $77K
SIMA Wealth Partners, LLC 0.05% No change 1,273 $76K
Sunrise Financial Services, LLC 0.04% Add +8.7% 1,204 $72K
Rogco, LP 0.02% Reduce -0.3% 1,181 $70K
MTM Investment Management, LLC 0.02% No change 1,158 $69K
Banque Transatlantique SA 0.00% New 1,155 $69K
Thompson Investment Management, Inc. 0.01% No change 1,144 $68K
Group One Trading LLC 0.00% Reduce -27.9% 1,111 $66K
RMG Wealth Management LLC 0.01% Add +53.1% 1,093 $66K
Financial Consulate, Inc. 0.01% Add +7.0% 1,088 $65K
Provenance Wealth Advisors, LLC 0.01% No change 1,083 $65K
MilWealth Group LLC 0.01% No change 1,032 $62K
Timmons Wealth Management, LLC 0.05% Add +1710.5% 1,032 $62K
Mycio Wealth Partners, LLC 0.01% New 1,000 $60K
Cornerstone National Bank & Trust Co 0.02% Reduce -64.0% 977 $58K
Imprint Wealth LLC 0.23% Reduce -5.1% 932 $56K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Add +95.4% 930 $56K
Financial Management Professionals, Inc. 0.01% Reduce -96.0% 901 $54K
Y.D. More Investments Ltd 0.00% Add +15.6% 896 $53K
Walsh & Associates, LLC 0.04% Add +2.3% 875 $52K
Tradewinds Capital Management, LLC 0.01% No change 845 $50K
Ares Financial Consulting, LLC 0.04% Add +3.5% 839 $50K
Bulwark Capital Corp 0.03% No change 833 $50K
Bullock Wealth Management Group 0.02% No change 831 $49K
Advantage Trust Co 0.02% Reduce -6.1% 820 $49K
Clark Wealth Partners 0.03% Reduce -4.9% 816 $49K
Costello Asset Management, INC 0.01% No change 815 $49K
Mosley Wealth Management 0.02% Reduce -83.2% 807 $48K
First United Bank & Trust 0.01% New 787 $47K
Field & Main Bank 0.01% No change 785 $47K
Fairscale Capital, LLC 0.03% No change 767 $46K
Vermillion Wealth Management, Inc. 0.01% Reduce -0.7% 752 $45K
Boyd Watterson Asset Management LLC 0.01% No change 700 $42K
SYM FINANCIAL Corp 0.00% Add +195.7% 692 $41K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +48.4% 684 $41K
Blueline Advisors LLC 0.03% Reduce -4.5% 676 $40K
Vision Retirement, LLC 0.01% Add +0.1% 676 $40K
Kozak & Associates, Inc. 0.01% Add +5.8% 653 $39K
Frisco Financial Planning LLC 0.03% Add +0.2% 646 $39K
Dogwood Wealth Management LLC 0.02% No change 644 $38K
Toews Corp. 0.01% New 644 $38K
State Farm Mutual Automobile Insurance Co. 0.00% New 642 $38K
Investment Research & Advisory Group, Inc. 0.01% New 633 $38K
Orion Capital Management LLC 0.01% No change 618 $37K
HighMark Wealth Management LLC 0.01% Add +0.2% 617 $37K
Atwood & Palmer Inc. 0.00% No change 617 $37K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -1.0% 616 $37K
Signature Equity Partners, LLC 0.02% No change 601 $36K
Smallwood Wealth Investment Management, LLC 0.02% Add +3.6% 599 $36K
Bernard Wealth Management Corp. 0.01% Add +77.7% 590 $35K
Valor Advisors LLC 0.03% No change 589 $35K
Harbor Asset Planning, Inc. 0.03% No change 583 $35K
Nemes Rush Group LLC 0.00% Reduce -19.3% 580 $35K
Harborfront Financial Group LLC 0.13% — 575 $34K
Protective Life Corp. 0.24% Reduce -13.7% 569 $34K
GHP Investment Advisors, Inc. 0.00% Reduce -12.3% 566 $34K
Copia Wealth Management 0.02% No change 544 $32K
Leo H. Evart, Inc. 0.03% Add +0.2% 543 $32K
Frazier Financial Advisors, LLC 0.02% Add +191.4% 542 $32K
Avalon Trust Co 0.00% Add +131.6% 528 $32K
Pacific Center for Financial Services 0.01% No change 526 $31K
Miller Capital Partners, Inc. 0.01% No change 525 $31K
Elevate Wealth Advisory, Inc. 0.02% No change 516 $31K
SOA Wealth Advisors, LLC. 0.01% Add +10.3% 30,011 $31K
SWAN Capital LLC 0.01% New 490 $29K
Hara Capital LLC 0.02% Reduce -67.6% 480 $29K
Hager Investment Management Services, LLC 0.01% No change 475 $28K
Ulland Investment Advisors, LLC 0.02% No change 466 $28K
TD Capital Management LLC 0.00% No change 466 $28K
Southern Michigan Bank & Trust 0.01% No change 452 $27K
HFM Investment Advisors, LLC 0.01% Reduce -33.3% 452 $27K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 450 $27K
Alerus Financial NA 0.00% No change 447 $27K
Intesa Sanpaolo Wealth Management 0.01% New 438 $26K
Quest 10 Wealth Builders, Inc. 0.02% No change 435 $26K
Nexus Investment Management ULC 0.00% New 425 $25K
Banque Cantonale Vaudoise 0.00% No change 427 $25K
GGM Financial LLC 0.01% Add +140.5% 416 $25K
Elevation Wealth Partners, LLC 0.01% No change 414 $25K
TOP Private Wealth LLC. 0.02% — 412 $25K
Frankly Finances, LLC 0.02% New 411 $25K
MPWM Advisory Solutions, LLC 0.01% No change 403 $24K
Wilkerson Advisory Group LLC 0.01% No change 398 $24K
Morgan Dempsey Capital Management LLC 0.01% No change 396 $24K
Acima Private Wealth, LLC 0.01% No change 365 $22K
Collier Financial 0.01% No change 360 $21K
Merrithew & Thorsten Inc 0.02% Add +0.3% 362 $21K
Godsey & Gibb, Inc. 0.00% Reduce -35.5% 351 $21K
NFSG Corp 0.00% Add +11.0% 344 $21K
Spectrum Wealth Advisory Group, LLC 0.01% New 317 $19K
Sfam, LLC 0.01% No change 300 $18K
Darwin Wealth Management, LLC 0.00% Reduce -50.3% 298 $18K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 298 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 290 $17K
Ironwood Wealth Management, LLC. 0.00% Reduce -96.0% 289 $17K
Toth Financial Advisory Corp. 0.00% Reduce -30.9% 269 $16K
Kingdom Financial Group LLC. 0.00% Add +5280.0% 269 $16K
True Wealth Design, LLC 0.00% New 260 $16K
Rakuten Securities, Inc. 0.00% Reduce -84.6% 256 $15K
Roxbury Financial LLC 0.01% No change 249 $15K
Sittner & Nelson, LLC 0.00% New 239 $14K
Creative Capital Management Investments LLC 0.00% No change 238 $14K
Wellington-Altus USA Inc. 0.01% No change 258 $14K
S&T Bank 0.00% No change 230 $14K
Strengthening Families & Communities, LLC 0.00% No change 221 $13K
Lummis Asset Management, LP 0.01% New 217 $13K
Wiser Advisor Group LLC 0.01% Add +8.7% 213 $13K
Grey Ledge Advisors, LLC 0.00% Add +4.5% 207 $12K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 205 $12K
Delta Asset Management LLC 0.00% No change 200 $12K
Bruce G. Allen Investments, LLC 0.01% No change 196 $12K
FWL Investment Management, LLC 0.00% No change 195 $12K
Osbon Capital Management LLC 0.01% No change 195 $12K
Capital Advisor Network LLC 0.01% New 194 $12K
Horizon Investments, LLC 0.00% Reduce -50.0% 194 $12K
Ascentis Independent Advisors 0.03% Reduce -98.2% 191 $11K
Provident Wealth Management, LLC 0.00% No change 177 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 173 $10K
Networth Advisors, LLC 0.01% No change 169 $10K
1620 Investment Advisors, Inc. 0.01% Reduce -9.6% 169 $10K
Consultiva Wealth Management, Corp. 0.02% No change 163 $10K
Key Capital Management, INC 0.00% New 160 $10K
Transce3nd, LLC 0.08% No change 157 $9K
Prestige Wealth Management Group LLC 0.00% No change 151 $9K
Winthrop Capital Management, LLC 0.00% No change 148 $9K
Dorato Capital Management 0.01% No change 150 $9K
Bare Financial Services, Inc 0.00% No change 149 $9K
Kelleher Financial Advisors 0.00% Reduce -29.2% 148 $9K
PFS Partners, LLC 0.00% No change 126 $8K
Community Financial Services Group, LLC 0.00% No change 126 $7K
Richardson Capital Management LLC 0.00% Reduce -51.2% 125 $7K
Blume Capital Management, Inc. 0.00% No change 124 $7K
CoreFirst Bank & Trust 0.00% Add +100.0% 116 $7K
Broadwater Capital Management LLC 0.00% No change 112 $7K
First Command Advisory Services, Inc. 0.00% Reduce -94.0% 110 $7K
Montgomery Financial Services LLC 0.01% — 108 $6K
Nova Wealth Management, Inc. 0.00% New 103 $6K
Fourth Dimension Wealth, LLC 0.00% No change 103 $6K
American National Bank & Trust 0.00% No change 100 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 99 $6K
Advocate Investing Services LLC 0.00% No change 96 $6K
Portfolio Resources Advisor Group, Inc. 0.00% No change 95 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 92 $5K
Horizon Financial Services, LLC 0.00% Add +77.1% 85 $5K
Abound Financial, LLC 0.00% Reduce -62.5% 84 $5K
Navigoe, LLC 0.00% New 94 $5K
Cheviot Value Management, LLC 0.00% No change 77 $5K
Pinney & Scofield, Inc. 0.00% Reduce -99.0% 75 $4K
Founders Capital Management 0.00% New 74 $4K
Birchwood Financial Partners, Inc. 0.00% Add +59.1% 70 $4K
LM Advisors LLC 0.02% Add +1726.9% 66,863 $4K
SJS Investment Consulting Inc. 0.00% Reduce -64.5% 66 $4K
Friedenthal Financial 0.00% No change 64 $4K
Highline Wealth Partners LLC 0.00% Reduce -30.0% 63 $4K
CGC Financial Services, LLC 0.00% No change 61 $4K
Beacon Financial Strategies CORP 0.00% No change 59 $4K
1 North Wealth Services LLC 0.00% No change 58 $3K
NorthAvenue LLC 0.00% Reduce -92.0% 54 $3K
Chapman Financial Group, LLC 0.00% No change 50 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 50 $3K
Bellevue Asset Management, LLC 0.00% No change 50 $3K
Hilton Head Capital Partners, LLC 0.00% No change 46 $3K
Gables Capital Management Inc. 0.00% New 46 $3K
JPL Wealth Management, LLC 0.00% New 45 $3K
Paladin Advisory Group, LLC 0.00% No change 43 $3K
EFG International AG 0.00% No change 43 $3K
Napier Financial, LLC 0.00% New 42 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 36 $2K
Family Capital Trust Co 0.00% No change 36 $2K
Prudent Man Investment Management, Inc. 0.00% No change 38 $2K
Daiwa Securities Group Inc. 0.00% Add +57.1% 33 $2K
West Branch Capital LLC 0.00% No change 23 $1K
Quaker Wealth Management, LLC 0.00% No change 22 $1K
Game Plan Financial Advisors, LLC 0.00% No change 21 $1K
Wolff Wiese Magana LLC 0.00% Add +17.6% 20 $1K
Citizens National Bank Trust Department 0.00% No change 18 $1K
Lloyd Advisory Services, LLC. 0.00% Add +220.0% 16 $941
Essential Investment Partners LLC 0.00% No change 15 $895
KERR FINANCIAL PLANNING Corp 0.00% Add +1300.0% 14 $836
Solstein Capital, LLC 0.00% Reduce -14.3% 12 $733
RHL Group, LLC 0.00% Reduce -72.2% 10 $600
Monetary Solutions, Ltd 0.00% No change 8 $478
McGuire Capital Advisors Inc. 0.00% Add +700.0% 8 $478

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