Vanguard High DVD Yield ETFVYMETF

13F holders, Q2 2026 (June 30)
2,067holders +46
121new positions
73sold out
6famous investors
$155.34avg. 13F price*

At the end of Q2 2026, 2,067 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 46 from Q1 2026. 121 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($1.7B) and Raymond James Financial Inc. ($1.3B). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vanguard High DVD Yield ETF
CUSIP
921946406
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,604Q1 2024Q2 2024: 1,592Q2 2024Q3 2024: 1,657Q3 2024Q4 2024: 1,803Q4 2024Q1 2025: 1,801Q1 2025Q2 2025: 1,806Q2 2025Q3 2025: 1,841Q3 2025Q4 2025: 2,005Q4 2025Q1 2026: 2,021Q1 2026Q2 2026: 2,067Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions121$110.9M
Exits73$74.2M

All 13F filers, Q1 2026 → Q2 2026: 8,672,373 shares bought and 14,009,938 shares sold, net −5,337,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,067 holders

Bank of America Corp. 0.13% Reduce -0.9% 12,643,649 $2.0B
Morgan Stanley 0.09% Add +3.0% 10,662,582 $1.7B
Raymond James Financial Inc. 0.34% Add +5.2% 8,009,206 $1.3B
LPL Financial LLC 0.26% Add +7.1% 7,241,202 $1.1B
Wells Fargo & Company 0.17% Add +0.2% 6,100,827 $964.1M
JPMorgan Chase & Co. 0.05% Add +1.3% 5,526,857 $875.7M
Creative Planning 0.35% Reduce -0.1% 3,834,889 $606.0M
Ameriprise Financial Inc. 0.12% Add +1.3% 3,715,315 $587.2M
UBS Group AG 0.09% Reduce -1.3% 3,674,450 $580.7M
Envestnet Asset Management Inc. 0.13% Add +4.7% 3,613,813 $571.1M
Jones Financial Companies LLLP 0.21% Add +11.7% 3,335,671 $527.8M
Mercer Global Advisors Inc. 0.56% Add +6.5% 2,883,738 $455.7M
Cetera Investment Advisers 0.41% Add +4.6% 2,823,051 $446.1M
Royal Bank of Canada 0.07% Add +1.7% 2,518,659 $398.0M
Commonwealth Equity Services, LLC 0.45% Reduce -5.3% 2,266,781 $358.2M
Vantagepoint Investment Advisers LLC 2.58% Reduce -2.0% 2,184,266 $345.2M
Janney Montgomery Scott LLC 0.60% Add +0.5% 1,958,777 $309.5M
Goldman Sachs Group Inc. 0.03% Reduce -2.1% 1,822,230 $288.0M
Rakuten Investment Management, Inc. 0.78% Reduce -40.3% 1,695,054 $268.6M
Osaic Holdings, Inc. 0.30% Add +17.3% 1,623,862 $256.7M
HighTower Advisors, LLC 0.22% Add +0.8% 1,466,544 $231.8M
Pathstone Holdings, LLC 0.66% Add +1.9% 1,425,288 $225.2M
SCS Capital Management LLC 2.12% Reduce -2.8% 1,422,806 $224.8M
Stifel Financial Corp. 0.18% Add +1.1% 1,390,923 $219.8M
Kestra Advisory Services, LLC 0.63% Reduce -1.9% 1,236,739 $195.4M
Howard Capital Management, LLC 2.13% No change 1,132,957 $179.0M
Cambridge Investment Research Advisors, Inc. 0.39% Add +2.0% 1,112,040 $175.7M
Joel Isaacson & Co., LLC 4.82% Add +1.3% 1,053,342 $166.5M
Baird Financial Group, Inc. 0.21% Add +1.0% 965,211 $152.5M
Captrust Financial Advisors 0.23% Add +11.0% 951,013 $150.3M
Truist Financial Corp. 0.18% Reduce -0.0% 942,212 $148.9M
PNC Financial Services Group, Inc. 0.07% Add +0.5% 917,460 $145.0M
D.A. Davidson & Co. 0.76% Reduce -0.0% 868,322 $137.2M
Arax Advisory Partners 0.87% Add +1128.0% 829,634 $131.1M
Wharton Business Group, LLC 4.34% Reduce -7.7% 820,989 $129.7M
Florida Trust Wealth Management Co 3.14% Add +1.2% 798,906 $126.3M
Cerity Partners LLC 0.15% Add +3.1% 798,791 $126.2M
Bank of Montreal 0.04% Reduce -0.2% 750,642 $118.6M
One Day In July LLC 8.22% Add +2.4% 748,425 $118.3M
Martel Wealth Advisors LLC 18.58% Add +1.7% 747,548 $118.1M
Auto-Owners Insurance Co 2.58% Reduce -30.1% 724,200 $114.4M
Allworth Financial LP 0.48% Reduce -4.5% 715,436 $113.1M
Corient Private Wealth LP 0.15% Reduce -3.1% 701,058 $110.8M
Equitable Holdings, Inc. 0.65% Reduce -0.9% 686,126 $108.4M
HCR Wealth Advisors 9.28% Add +1.6% 656,338 $103.7M
Inspirion Wealth Advisors, LLC 11.46% Add +7.7% 631,801 $100.0M
Stratos Wealth Partners, LTD. 1.01% Add +0.6% 631,378 $99.8M
MML Investors Services, LLC 0.20% Add +20.1% 627,405 $99.1M
Assetmark, Inc. 0.16% Reduce -12.1% 581,756 $91.9M
SBI Securities Co., Ltd. 2.08% Reduce -1.1% 579,951 $91.6M
Mariner, LLC 0.09% Reduce -2.6% 567,887 $89.7M
Marino, Stram & Associates LLC 14.29% Add +1.4% 567,525 $89.7M
Focus Partners Wealth 0.09% Add +7.6% 567,493 $89.7M
Pinnacle Associates Ltd. 0.96% Add +1.0% 556,485 $87.9M
Mesirow Financial Investment Management, Inc. 1.38% Add +0.3% 554,044 $87.6M
Waverly Advisors, LLC 0.50% Add +24.7% 544,941 $86.1M
Steward Partners Investment Advisory, LLC 0.42% Add +0.1% 517,115 $81.7M
AQR Capital Management 0.03% Add +8.4% 476,821 $75.4M
Arlington Trust Co LLC 6.13% Add +0.4% 459,352 $72.6M
Wellspring Financial Advisors, LLC 4.71% Add +1.7% 2,958,647 $71.5M
Baltimore-Washington Financial Advisors, Inc. 2.52% Add +1.0% 425,390 $67.2M
Wealthcare Advisory Partners LLC 1.20% Add +1.2% 401,762 $63.5M
Smithfield Trust Co 2.47% Reduce -1.3% 390,879 $61.7M
Cornerstone Advisory, LLC 5.00% Add +7.8% 381,419 $60.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +10.3% 381,117 $60.2M
Waldron Private Wealth LLC 2.05% Reduce -0.4% 375,558 $59.3M
FMR LLC 0.00% Add +6.8% 368,755 $58.3M
Commerce Bank 0.25% Reduce -0.6% 366,684 $57.9M
Hancock Whitney Corp. 0.95% Reduce -3.3% 361,160 $57.1M
Wealth Enhancement Advisory Services, LLC 0.10% Add +2.2% 353,157 $56.9M
DAVENPORT & Co LLC 0.28% Add +5.2% 352,667 $55.7M
Keybank National Association 0.18% Add +4.0% 343,741 $54.3M
Zhang Financial LLC 1.59% Add +4.3% 343,695 $54.3M
NewEdge Advisors, LLC 0.16% Add +1.4% 342,284 $54.1M
White Lighthouse Investment Management Inc. 6.73% Reduce -10.8% 341,684 $54.0M
Private Advisor Group, LLC 0.25% Reduce -11.5% 338,797 $53.5M
Beacon Pointe Advisors, LLC 0.25% Add +26.1% 336,885 $53.2M
MBM Wealth Consultants, LLC 10.04% Reduce -0.6% 329,351 $52.0M
Round Rock Advisors LLC 6.61% Add +3.8% 324,884 $51.3M
Operose Advisors LLC 9.87% Reduce -1.4% 323,133 $51.1M
Alliance Wealth Advisors, LLC 9.63% Add +29.6% 322,587 $51.0M
Moneta Group Investment Advisors LLC 0.37% Reduce -5.6% 314,360 $49.7M
Pinnacle Wealth Management Advisory Group, LLC 2.94% Add +1.7% 312,243 $49.3M
Merit Financial Group, LLC 0.29% Add +1.4% 294,968 $46.6M
Twele Capital Management, Inc. 7.56% Reduce -1.7% 293,079 $46.3M
Sei Investments Co. 0.04% Add +0.9% 292,707 $46.3M
Heartwood Wealth Advisors LLC 3.41% Add +3.3% 277,781 $43.9M
Valmark Advisers, Inc. 0.46% Add +3.4% 272,000 $43.0M
Clearstead Advisors, LLC 0.40% Add +38.5% 271,152 $42.9M
Lido Advisors, LLC 0.15% Add +4.6% 270,440 $42.7M
Act Wealth Management, LLC 12.56% Add +0.6% 270,374 $42.7M
Allen Investment Management, LLC 0.50% Add +63.2% 268,026 $42.4M
M&T Bank Corp 0.12% Reduce -7.5% 265,343 $41.9M
Apella Capital, LLC 0.59% Reduce -5.6% 259,947 $41.8M
New England Asset Management Inc. 4.90% Add +0.7% 259,525 $41.0M
Crews Bank & Trust 5.14% Add +1.1% 249,044 $39.4M
Human Investing LLC 5.07% Reduce -0.3% 247,277 $39.1M
Arkadios Wealth Advisors 0.59% Add +2.2% 244,299 $38.6M
Fifth Third Bancorp 0.06% Add +0.1% 237,153 $37.5M
Integrated Wealth Concepts LLC 0.24% Add +1.9% 236,641 $37.4M
IFG Advisory, LLC 1.29% Add +25012.9% 233,299 $36.9M
US Bancorp \de 0.04% Add +1.8% 232,675 $36.8M
Forum Private Client Group LLC 10.85% Add +2.2% 230,745 $36.5M
DMKC Advisory Services, LLC 6.86% Add +13961.2% 229,901 $36.3M
Sanctuary Advisors, LLC 0.17% Reduce -8.9% 225,560 $35.6M
Venture Visionary Partners LLC 0.99% Add +0.4% 224,177 $35.4M
Dagco, Inc. 6.54% Add +2.9% 224,086 $35.4M
WASHINGTON TRUST Co 1.10% Add +0.0% 223,282 $35.3M
Wolff Financial Management LLC 7.02% Reduce -0.6% 222,765 $35.2M
Focus Financial Network, Inc. 1.08% Reduce -7.8% 220,387 $34.8M
Roble, Belko & Company, Inc 3.76% Add +4.1% 220,368 $34.8M
Regions Financial Corp. 0.21% Add +2.1% 219,439 $34.7M
Berkeley Capital Partners, LLC 7.11% Add +2.2% 218,601 $34.5M
Focused Wealth Management, Inc 3.02% Add +1.6% 216,445 $34.2M
Opus Capital Group, LLC 3.30% Add +1.4% 215,320 $34.0M
&partners 0.14% Add +9.0% 214,968 $34.0M
Mutual Advisors, LLC 0.64% Add +8.3% 214,503 $33.9M
GSG Advisors LLC 7.45% Add +0.6% 214,060 $33.8M
Asset Allocation & Management Company, LLC 11.02% Add +0.7% 212,745 $33.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -5.8% 210,285 $33.2M
Charter Capital Management, LLC\DE 14.68% Add +2.0% 209,887 $33.2M
Savant Capital, LLC 0.10% Add +594.5% 203,652 $32.9M
Bank of Hawaii 1.61% Reduce -2.1% 206,296 $32.6M
Retiremitten Financial LLC 13.70% Add +7.5% 205,468 $32.5M
Southern Farm Bureau Life Insurance 3.02% No change 200,033 $31.6M
Conservest Capital Advisors, Inc. 2.41% Reduce -3.2% 191,733 $30.3M
Investment Advisory Group, LLC 6.50% Add +0.9% 189,527 $30.0M
Blair William & Co. 0.08% Add +1.9% 188,188 $29.7M
Rebalance, LLC 1.55% Reduce -5.8% 187,487 $29.6M
DeDora Capital, Inc. 6.43% Reduce -10.9% 187,171 $29.6M
Pinnacle Financial Partners, Inc. 0.20% Add +2.2% 185,047 $29.2M
First Manhattan Co. Llc. 0.07% No change 184,342 $29.1M
LBMC Investment Advisors, LLC 1.59% Add +4.9% 184,044 $29.1M
Pacific Capital Wealth Advisors, Inc. 4.35% Reduce -3.7% 182,780 $28.9M
Graves Light Lenhart Wealth, Inc. 2.67% Add +0.1% 181,141 $28.6M
Quaker Wealth Management, LLC 8.24% Add +0.6% 179,131 $28.3M
Measured Wealth Private Client Group, LLC 6.83% Add +10.8% 178,824 $28.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.32% Reduce -2.3% 178,331 $28.2M
Avion Wealth 5.17% Add +0.4% 175,650 $27.8M
IFP Advisors, Inc 0.50% Add +2.7% 174,068 $27.5M
Beacon Financial Group 2.49% Reduce -1.4% 173,259 $27.4M
Buska Wealth Management, LLC 9.86% Reduce -3.4% 173,020 $27.3M
Essex Financial Services, Inc. 1.36% Add +0.6% 172,522 $27.3M
Farther Finance Advisors, LLC 0.21% Add +2.7% 171,729 $27.1M
Bank of New York Mellon Corp 0.00% Add +10.1% 171,395 $27.1M
Quantinno Capital Management LP 0.03% Reduce -13.8% 170,754 $27.0M
Concurrent Investment Advisors, LLC 0.23% Add +2.0% 166,859 $26.4M
Old National Bancorp 0.52% Reduce -23.3% 166,645 $26.3M
Northern Trust Corp. 0.00% Reduce -0.0% 166,367 $26.3M
Annandale Capital, LLC 3.86% Add +0.6% 164,994 $26.1M
Piedmont Capital Management, LLC 13.17% Add +0.5% 164,700 $26.1M
Westside Investment Management, Inc. 3.38% Add +0.4% 162,620 $25.7M
EP Wealth Advisors, LLC 0.10% Add +49.2% 161,531 $25.5M
Juno Financial Group LLC 9.04% Add +37.3% 161,288 $25.5M
Oak Harvest Investment Services 2.37% Reduce -3.5% 160,478 $25.4M
Natixis Advisors, LLC 0.03% Add +14.2% 158,781 $25.1M
Ariston Services Group 13.84% Add +0.0% 158,764 $25.1M
Rockefeller Capital Management L.P. 0.04% Add +8.8% 157,965 $25.0M
Cresset Asset Management, LLC 0.09% Add +13.3% 157,789 $24.9M
PFG Advisors 1.25% Add +14.9% 157,118 $24.8M
Summit Financial, LLC 0.27% Add +5.7% 156,108 $24.7M
Wealth Dimensions Group, Ltd. 4.41% Add +0.5% 155,902 $24.6M
Money Concepts Capital Corp. 1.13% Reduce -2.1% 154,087 $24.4M
Montis Financial, LLC 4.94% Reduce -6.2% 152,983 $24.2M
Steele Capital Management, Inc. 0.89% Reduce -15.5% 152,205 $24.1M
First Hawaiian Bank 3.01% Reduce -2.9% 150,576 $23.8M
Ballast, Inc. 4.47% Add +0.5% 150,142 $23.7M
Decker Wealth Management LLC 5.01% Reduce -1.2% 149,254 $23.6M
Financial Perspectives, Inc 5.65% Add +1.3% 147,002 $23.2M
Bessemer Group Inc. 0.03% Add +7.1% 146,661 $23.2M
Markowski Investments 5.03% — 144,471 $22.8M
Wealthspire Advisors, LLC 0.12% Add +4.7% 143,339 $22.7M
Rwa Wealth Partners, LLC 0.21% Reduce -53.5% 141,144 $22.3M
MAI Capital Management 0.08% Add +28.4% 140,259 $22.2M
AdvisorNet Financial, Inc 1.01% Add +7.4% 139,834 $22.1M
Brookstone Capital Management 0.22% Add +10.8% 138,056 $21.8M
Procyon Advisors, LLC 0.93% Add +6.1% 135,839 $21.5M
Cary Street Partners Financial LLC 0.46% Reduce -1.0% 134,358 $21.2M
CreativeOne Wealth, LLC 0.46% Add +56.3% 133,987 $21.2M
First National Trust Co 0.71% Reduce -2.4% 132,660 $21.0M
Baker Ellis Asset Management LLC 2.17% Reduce -1.4% 132,625 $21.0M
Nations Financial Group Inc, /Ia/ 1.00% Add +0.3% 132,109 $20.9M
Flagship Wealth Advisors, LLC 4.57% Add +23.4% 129,109 $20.4M
Salomon & Ludwin, LLC 1.67% Reduce -2.4% 128,393 $20.3M
Iron Gate Global Advisors LLC 1.92% Add +2.8% 125,484 $19.8M
Arkos Global Advisors 2.34% Add +2.5% 125,071 $19.8M
Bryn Mawr Trust Advisors, LLC 0.86% Add +2.0% 124,578 $19.7M
Angeles Investment Advisors, LLC 1.18% New 124,515 $19.7M
Trustmark Bank Trust Department 1.16% Reduce -0.5% 123,362 $19.5M
Angeles Wealth Management, LLC 0.89% Reduce -0.1% 122,945 $19.4M
Certified Advisory Corp 1.56% Add +4.2% 122,682 $19.4M
Northside Capital Management, LLC 1.58% Reduce -11.7% 121,917 $19.3M
Elevation Point Wealth Partners, LLC 0.36% Reduce -2.6% 121,505 $19.2M
Kingsview Wealth Management, LLC 0.23% Add +11.4% 120,747 $19.1M
Beacon Bank & Trust 3.63% Add +55.8% 120,424 $19.0M
Accretive Wealth Partners, LLC 4.62% Add +24.7% 120,326 $19.0M
Howard Wealth Management, LLC 7.00% Add +6.4% 119,863 $18.9M
Performance Wealth Partners, LLC 0.47% Reduce -12.8% 118,890 $18.8M
AF Advisors, Inc. 9.23% Reduce -0.0% 118,854 $18.8M
Unison Advisors LLC 1.31% Add +0.0% 118,785 $18.8M
Bernardo Wealth Planning LLC 3.20% Add +2.2% 118,550 $18.7M
Rollins Financial Advisors, LLC 2.42% Add +7.8% 116,160 $18.4M
SWAN Capital LLC 6.24% Add +9.5% 115,374 $18.2M
Avior Wealth Management, LLC 0.48% Reduce -8.0% 115,320 $18.2M
Transcend Capital Advisors, LLC 1.22% Reduce -1.3% 114,135 $18.0M
First Horizon Corp. 0.69% Add +12.8% 113,455 $17.9M
Principle Wealth Partners LLC 0.87% Reduce -1.5% 111,870 $17.7M
Tepp RIA, LLC 11.96% Reduce -10.1% 111,613 $17.6M
Hardy Reed LLC 1.13% Reduce -5.3% 111,422 $17.6M
Matrix Asset Advisors Inc. 1.42% Add +6.4% 110,817 $17.5M
BlackRock, Inc. 0.00% Add +3.8% 109,557 $17.3M
Reality Financial Planning Services, LLC 16.61% Reduce -7.4% 108,910 $17.2M
Paragon Financial Partners, Inc. 9.24% Reduce -3.0% 106,217 $17.2M
Causey Wealth LLC 6.49% Add +2.5% 105,102 $16.6M
Asset Allocation Strategies LLC 2.55% Add +7.1% 104,832 $16.6M
GW Henssler & Associates Ltd. 0.74% Add +2.7% 104,813 $16.6M
High Net Worth Advisory Group LLC 3.51% Add +0.4% 104,430 $16.5M
Seneca Financial Advisors LLC 4.28% Reduce -0.5% 104,197 $16.5M
Stonebridge Capital Advisors LLC 1.05% Add +1.1% 103,886 $16.4M
Ameritas Advisory Services, LLC 0.33% Add +65.5% 103,604 $16.4M
CENTRAL TRUST Co 0.29% Reduce -1.3% 103,227 $16.3M
Headinvest, LLC 3.02% Add +0.2% 102,583 $16.2M
Howe & Rusling Inc. 0.94% Reduce -1.8% 102,327 $16.2M
Patriot Investment Management Group, Inc. 0.93% Reduce -1.8% 101,768 $16.1M
Harbour Investments, Inc. 0.22% Add +1.3% 101,759 $16.1M
Capital Advisors Wealth Management, LLC 1.87% Add +0.1% 100,515 $15.9M
VSM Wealth Advisory, LLC 4.20% Reduce -1.3% 100,115 $15.8M
Pinnacle Financial Group, LLC / IL 3.84% Add +5.7% 99,482 $15.7M
Novem Group 1.59% Reduce -27.7% 99,238 $15.7M
Arthur M. Cohen & Associates, LLC 2.44% Add +414.3% 498,844 $15.6M
Pointe Capital Management LLC 6.97% Add +1.1% 98,634 $15.6M
United Capital Financial Advisors, LLC 0.09% Add +1.4% 97,983 $15.5M
Peapack Gladstone Financial Corp. 0.18% Reduce -1.3% 96,450 $15.2M
Park Avenue Securities LLC 0.10% Add +3.5% 96,413 $15.2M
Mittelman Wealth Management 10.07% Reduce -83.6% 19,314 $15.2M
Global Wealth Management Investment Advisory, Inc. 2.16% Add +3.1% 95,900 $15.2M
Brown Advisory Inc. 0.02% Reduce -1.9% 95,356 $15.1M
West Bancorporation Inc. 6.39% Add +6.8% 94,584 $14.9M
Aptus Capital Advisors, LLC 0.11% Reduce -12.4% 93,785 $14.8M
First PREMIER Bank 2.38% Add +115.7% 93,274 $14.7M
Ironwood Wealth Management, Inc. 6.22% Reduce -0.3% 91,590 $14.7M
Raab & Moskowitz Asset Management LLC 2.95% Add +4.8% 92,893 $14.7M
Ieq Capital, LLC 0.07% Add +1.8% 92,681 $14.6M
HB Wealth Management, LLC 0.08% Add +5.1% 92,432 $14.6M
Stephens Inc. 0.16% Add +5.4% 90,542 $14.3M
Mission Wealth Management, LP 0.18% Add +99.7% 90,346 $14.3M
truNorth Financial Services, Inc. 12.77% Add +3.0% 90,239 $14.3M
Gross & Hartman Investments LLC 6.26% Reduce -0.5% 89,709 $14.2M
Cherry Tree Wealth Management, LLC 2.66% Reduce -1.9% 89,616 $14.2M
SlateStone Wealth, LLC 1.06% Reduce -7.6% 87,631 $13.8M
Global Retirement Partners, LLC 0.21% — 87,342 $13.8M
IFG Advisors, LLC 1.89% Add +30.5% 86,797 $13.7M
Grandview Asset Management LLC 3.40% Reduce -2.6% 86,416 $13.7M
Simplicity Wealth,LLC 0.46% Add +35.3% 86,122 $13.6M
Strategic Family Wealth Counselors, L.L.C. 3.16% Add +1.6% 86,065 $13.6M
Nwam LLC 0.68% Reduce -2.3% 85,738 $13.5M
Geneos Wealth Management Inc. 0.27% Add +14.4% 84,947 $13.4M
Forvis Mazars Wealth Advisors, LLC 0.22% Add +4.3% 84,630 $13.4M
Elevation Advisory Partners LLC 13.63% Reduce -1.7% 83,517 $13.3M
Octavia Wealth Advisors, LLC 1.14% Add +1.7% 83,726 $13.2M
Sterling Financial Planning, Inc. 3.57% Add +2.0% 83,032 $13.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.19% Add +13.1% 82,964 $13.1M
PFG Private Wealth Management, LLC 5.61% Reduce -11.1% 81,983 $13.0M
Vestmark Advisory Solutions, Inc. 0.12% Add +2.9% 81,972 $13.0M
Crescent Grove Advisors, LLC 1.10% Add +1.7% 81,898 $12.9M
Spreng Capital Management, Inc. 4.68% Add +1.8% 81,351 $12.9M
Fiduciary Trust Co 0.14% Add +0.9% 81,316 $12.9M
Linscomb Wealth, Inc. 0.56% Add +1.6% 81,176 $12.8M
Integrated Advisors Network LLC 0.59% Reduce -2.2% 80,899 $12.8M
Kropog Financial Group, LLC 9.00% Add +3.2% 80,850 $12.8M
Stillwater Capital Advisors, LLC 1.28% Add +5.0% 79,556 $12.6M
Pps&v Asset Management Consultants, Inc. 6.77% Reduce -0.2% 79,353 $12.5M
Milestone Investment Advisors LLC 2.70% Reduce -1.7% 79,043 $12.5M
Romano Brothers and Company 1.25% Reduce -1.4% 78,855 $12.5M
R2 Capital Strategies, LLC 5.61% — 78,303 $12.4M
Northwest & Ethical Investments L.P. 0.29% New 78,220 $12.4M
Yarger Wealth Strategies, LLC 4.43% Add +3.0% 76,504 $12.3M
Francis Financial, Inc. 2.02% Reduce -4.4% 77,743 $12.3M
Burns J W & Co. Inc. 1.28% Add +8.7% 77,678 $12.3M
AMG National Trust Bank 0.25% Add +1.3% 77,471 $12.2M
EPG Wealth Management LLC 2.92% Add +1.6% 77,201 $12.2M
Summit Wealth Partners, LLC 1.74% Add +0.8% 77,091 $12.2M
Independent Financial Group, LLC 0.23% Add +6.9% 77,062 $12.2M
Axxcess Wealth Management, LLC 0.19% Reduce -0.8% 76,795 $12.1M
Gateway Wealth Partners, LLC 0.72% Reduce -37.7% 76,345 $12.1M
Voya Financial Advisors, Inc. 1.06% Add +13.9% 76,113 $12.1M
CVA Family Office, LLC 1.09% Add +27.8% 75,888 $12.0M
Western Pacific Wealth Management, LP 10.78% Add +1.7% 75,442 $11.9M
Evermay Wealth Management LLC 1.22% Reduce -6.9% 75,035 $11.9M
Thrivent Financial for Lutherans 0.02% Add +0.1% 75,000 $11.9M
Flagship Harbor Advisors, LLC 0.45% Reduce -0.3% 74,244 $11.7M
Capstone Wealth Management Group, LLC 4.13% Reduce -2.2% 74,000 $11.7M
CoreCap Advisors, LLC 0.34% Add +4.3% 73,793 $11.7M
Keudell/Morrison Wealth Management 2.20% Add +0.6% 73,504 $11.6M
Bluespring Wealth Management, LLC 0.22% Add +3445.7% 72,828 $11.5M
Atlas Legacy Advisors, LLC 1.70% Reduce -0.1% 72,780 $11.5M
Sonata Capital Group Inc. 3.71% Add +5.1% 72,662 $11.5M
World Investment Advisors 0.19% Reduce -3.8% 76,738 $11.5M
Evergreen Wealth Management, LLC 5.38% Add +2.0% 72,610 $11.5M
Deutsche Bank AG 0.00% Reduce -0.0% 72,128 $11.4M
MCF Advisors LLC 0.41% Reduce -0.4% 72,061 $11.4M
CIBC Bancorp USA Inc. 0.01% Add +4.0% 71,973 $11.4M
Vise Technologies, Inc. 0.13% Add +49.9% 71,958 $11.4M
Adirondack Capital Advisors, LLC 6.06% Add +14.8% 71,527 $11.3M
Robertson Stephens Wealth Management, LLC 0.28% Reduce -1.4% 71,399 $11.3M
Pettinga Financial Advisors LLC 1.80% Reduce -1.1% 71,018 $11.2M
Associated Banc-Corp 0.26% Reduce -2.8% 70,390 $11.1M
Montz Harcus Wealth Management LLC 3.85% Add +2.2% 68,544 $10.8M
Vanguard National Trust Co 0.59% Add +28.3% 68,302 $10.8M
Johnson Financial Group, Inc. 0.35% Reduce -4.3% 67,369 $10.6M
Wellington Management Group LLP 0.00% Reduce -55.0% 67,361 $10.6M
Daybright Advisory Services, Inc. 2.53% Reduce -0.6% 65,322 $10.6M
Western Wealth Management, LLC 0.35% Add +13.3% 66,833 $10.6M
O'shaughnessy Asset Management, LLC 0.05% Reduce -22.5% 66,690 $10.5M
Citigroup Inc. 0.00% Reduce -15.5% 66,022 $10.4M
City State Bank 2.38% Add +0.4% 65,858 $10.4M
Woodmont Investment Counsel LLC 0.57% Reduce -0.5% 65,828 $10.4M
First National Bank of Omaha 0.29% Reduce -2.0% 65,200 $10.3M
Leelyn Smith, LLC 1.26% Add +1.0% 65,340 $10.3M
Focus Partners Advisor Solutions, LLC 0.09% Add +17.1% 65,154 $10.3M
Sage Financial Management Group, Inc. 2.83% Add +0.7% 65,086 $10.3M
Aspire Capital Advisors LLC 2.00% Add +28.5% 64,909 $10.3M
Private Advisory Group LLC 0.57% Reduce -30.9% 64,767 $10.2M
HBW Advisory Services LLC 0.93% Reduce -0.2% 64,715 $10.2M
Compass Financial Management LLC 1.25% — 63,030 $10.2M
Silverlake Wealth Management LLC 1.94% Add +0.6% 64,209 $10.1M
Park National Corp. 0.28% Reduce -19.6% 64,152 $10.1M
Goldstone Financial Group, LLC 0.93% Reduce -2.8% 64,064 $10.1M
Investors Research Corp 1.81% Add +2.4% 63,877 $10.1M
TBH Global Asset Management, LLC 1.85% Reduce -9.4% 63,785 $10.1M
Gleason Group, Inc. 0.88% Add +0.6% 63,714 $10.1M
Baron Silver Stevens Financial Advisors, LLC 1.28% Reduce -1.1% 63,632 $10.1M
Bay Capital Advisors, LLC 5.38% Add +5.6% 63,487 $10.0M
ArborFi Advisors, LLC 7.27% Add +4.2% 63,447 $10.0M
Carolina Wealth Management Inc 4.59% — 63,179 $10.0M
Level Four Advisory Services, LLC 0.28% Add +8.8% 63,109 $10.0M
Laurel Oak Wealth Management, LLC 1.45% Reduce -3.4% 62,826 $9.9M
ETF Portfolio Partners, Inc. 2.36% Reduce -1.6% 62,768 $9.9M
Creative Financial Designs Inc. 0.47% Add +2.7% 62,415 $9.9M
Tilson Financial Group, Inc. 2.71% Add +0.4% 62,351 $9.9M
Safe Harbor Family Capital, LLC 6.53% Reduce -0.4% 61,838 $9.8M
Chelsea Counsel Co. 4.13% No change 61,650 $9.7M
RDA Financial Network 2.12% Add +0.1% 61,570 $9.7M
AA Financial Advisors, LLC 1.17% Reduce -2.4% 61,496 $9.7M
Paradigm Capital Management, LLC 8.41% Reduce -1.8% 61,271 $9.7M
Lebenthal Global Advisors, LLC 1.30% Add +1.6% 61,227 $9.7M
IHT Wealth Management, LLC 0.21% Add +25.7% 61,106 $9.7M
Principal Securities, Inc. 0.12% Add +1.7% 61,020 $9.6M
Wealthcare Capital Partners, LLC 3.98% Add +5.4% 60,963 $9.6M
Three Bearings Fiduciary Advisors, Inc. 8.63% Reduce -1.5% 60,937 $9.6M
XML Financial, LLC 0.70% Reduce -2.1% 60,858 $9.6M
Evergreen Capital Management LLC 0.17% Reduce -0.8% 60,819 $9.6M
Foundations Investment Advisors, LLC 0.10% Add +32.8% 60,715 $9.6M
Vision Retirement, LLC 2.31% Add +0.9% 60,356 $9.5M
Advisory Services Network, LLC 0.11% Add +5.3% 60,292 $9.5M
Penney Financial, LLC 3.33% Reduce -0.6% 60,279 $9.5M
Capital Analysts, LLC 0.22% Reduce -6.3% 60,150 $9.5M
Curran Financial Partners, LLC 1.41% Reduce -36.6% 59,995 $9.5M
Gallagher Fiduciary Advisors, LLC 0.31% Reduce -99.3% 59,954 $9.5M
Sound View Wealth Advisors Group, LLC 0.58% Reduce -1.8% 59,618 $9.4M
Renaissance Technologies 0.01% Reduce -27.6% 59,000 $9.3M
Apeiron RIA LLC 2.38% Reduce -0.6% 58,747 $9.3M
Childress Capital Advisors, LLC 1.51% Reduce -10.0% 58,514 $9.2M
Eagle Strategies LLC 0.92% Reduce -2.5% 58,421 $9.2M
Avantax Planning Partners, Inc. 0.23% Reduce -4.7% 58,200 $9.2M
Tyche Wealth Partners LLC 1.29% Reduce -2.6% 58,163 $9.2M
Stokes Family Office, LLC 1.07% Reduce -33.0% 58,152 $9.2M
Evanson Financial, LLC 0.45% — 58,035 $9.2M
Ranch Capital Advisors Inc. 2.89% Add +1.5% 57,830 $9.1M
180 Wealth Advisors, LLC 0.92% Reduce -5.1% 57,815 $9.1M
WealthBridge Capital Management, LLC 1.81% Reduce -0.3% 57,489 $9.1M
Kestra Private Wealth Services, LLC 0.10% Reduce -5.6% 57,049 $9.0M
Gotham Asset Management 0.02% Add +4.1% 56,720 $9.0M
MSH Capital Advisors LLC 1.55% Add +12.3% 56,357 $8.9M
Quest Investment Management LLC 1.03% Reduce -4.3% 55,794 $8.8M
Integrity Alliance, Llc. 0.28% Add +9.9% 55,688 $8.8M
Sigma Investment Counselors Inc. 0.43% Reduce -0.4% 55,302 $8.7M
Covington Investment Advisors Inc. 1.13% Reduce -5.2% 55,224 $8.7M
Benjamin Edwards Inc. 0.08% Add +10.6% 54,936 $8.7M
Kingswood Wealth Advisors, LLC 0.35% Add +0.3% 54,906 $8.7M
Granite FO LLC 4.58% Reduce -24.4% 54,790 $8.7M
Beacon Advisors Holdings, LLC 4.24% Reduce -0.8% 54,773 $8.7M
Williams Jones Wealth Management, LLC. 0.10% Reduce -4.8% 54,629 $8.6M
Verity & Verity, LLC 0.59% Reduce -1.7% 54,437 $8.6M
Tide Cove Capital Partners LLC 5.56% Add +0.8% 52,020 $8.6M
Guardian Financial Partners, LLC 3.32% Add +3.1% 53,912 $8.5M
Employees' Retirement Fund of the City of Fort Worth 3.02% Reduce -14.0% 53,603 $8.5M
Dorsey & Whitney Trust CO LLC 0.41% Reduce -0.1% 53,482 $8.5M
BIP Wealth, LLC 0.24% Add +38.6% 53,374 $8.4M
Jmac Enterprises LLC 1.42% Reduce -0.5% 53,178 $8.4M
Drucker Wealth 3.0, LLC 1.32% Reduce -2.7% 53,015 $8.4M
Sherman Wealth Management LLC 6.24% Add +0.8% 52,428 $8.3M
Fiduciary Group, LLC 0.64% Add +3.4% 51,946 $8.2M
OneAscent Financial Services LLC 0.39% Reduce -1.8% 51,918 $8.2M
Maloon Powers Pitre Higgins & Dennehy, LLC 2.82% — 51,857 $8.2M
JFS Wealth Advisors, LLC 0.41% Reduce -0.9% 51,849 $8.2M
Modera Wealth Management, LLC 0.09% Reduce -1.9% 51,778 $8.2M
Quadcap Wealth Management, LLC 0.80% Reduce -0.4% 51,652 $8.2M
AssuredPartners Investment Advisors, LLC 0.78% Reduce -0.1% 50,743 $8.0M
Midwest Trust Co 0.09% Reduce -0.7% 50,412 $8.0M
Donaldson Capital Management, LLC 0.23% Add +52.8% 50,346 $8.0M
Sequoia Financial Advisors, LLC 0.04% Reduce -2.9% 50,029 $7.9M
Croban 3.47% Add +0.8% 49,838 $7.9M
Sage Rhino Capital LLC 1.28% Reduce -4.9% 49,333 $7.8M
OneDigital Investment Advisors LLC 0.07% Add +6.5% 48,916 $7.7M
J.W. Cole Advisors, Inc. 0.13% New 48,905 $7.7M
Cascade Financial Partners, LLC 0.67% Add +0.5% 48,901 $7.7M
Wealthspan Partners, LLC 2.43% Add +2.6% 48,769 $7.7M
AE Wealth Management LLC 0.04% Add +13.3% 48,524 $7.7M
Whittier Trust Co. 0.07% Reduce -1.5% 47,573 $7.6M
Founders Grove Wealth Partners, LLC 1.50% Reduce -3.5% 47,471 $7.5M
Prime Capital Investment Advisors, LLC 0.07% Reduce -0.8% 47,433 $7.5M
Global Strategic Investment Solutions, LLC 0.67% Add +0.3% 47,321 $7.5M
Tritonpoint Wealth, LLC 0.73% Add +1.1% 47,069 $7.4M
TritonPoint Partners, LLC 0.62% Add +917.9% 47,069 $7.4M
Atria Investments, Inc 0.07% Reduce -2.3% 47,035 $7.4M
Biltmore Family Office, LLC 0.98% Reduce -3.1% 46,961 $7.4M
Alexander Labrunerie & Co., Inc. 2.62% Add +213.0% 46,879 $7.4M
Wealth Care LLC 5.96% Reduce -1.4% 46,557 $7.4M
Envestnet Portfolio Solutions, Inc. 0.04% Add +6.5% 46,440 $7.3M
WealthPLAN Partners, LLC 1.40% Add +1.0% 46,309 $7.3M
Rooted Wealth Advisors, Inc. 1.78% Reduce -0.7% 46,082 $7.3M
Wealthspire Retirement, LLC 0.40% Add +14.8% 46,033 $7.3M
Wealth Management Associates, Inc. 1.98% Add +0.2% 45,408 $7.2M
Brown Brothers Harriman & Co. 0.03% No change 45,400 $7.2M
Allen Capital Group, LLC 0.58% Add +1.4% 44,995 $7.1M
Sovereign Financial Group, Inc. 1.08% Reduce -2.5% 44,791 $7.1M
Cypress Wealth Services, LLC 0.87% Reduce -1.0% 44,777 $7.1M
Telos Capital Management, Inc. 0.62% Reduce -3.0% 44,412 $7.0M
Vickerman Investment Advisors, Inc. 1.36% Add +154.3% 44,374 $7.0M
MidAtlantic Capital Management, Inc. 4.35% Add +1.1% 44,330 $7.0M
Arcataur Capital Management LLC 1.74% Reduce -0.2% 44,304 $7.0M
Darrow Company, Inc. 2.71% Reduce -5.1% 44,266 $7.0M
Apollon Wealth Management, LLC 0.08% Add +7.5% 44,087 $7.0M
NORTHSTAR ASSET MANAGEMENT Co 1.30% Add +2.5% 42,395 $6.9M
Manning & Napier Advisors LLC 0.09% Reduce -0.9% 43,153 $6.8M
Vanguard Advisers Inc. 0.02% Add +4.7% 43,064 $6.8M
Composition Wealth, LLC 0.08% Add +11.2% 42,899 $6.8M
Wilmington Savings Fund Society, FSB 0.15% Add +2.0% 42,882 $6.8M
PFG Investments, LLC 0.26% Add +3.0% 42,748 $6.8M
FFG Retirement Advisors LLC 3.56% Reduce -0.7% 42,609 $6.7M
Embree Financial Group 0.67% Reduce -7.6% 42,342 $6.7M
Caprock Group, LLC 0.13% Reduce -1.1% 42,274 $6.7M
Selby Wealth Management, LLC 2.37% Add +23.0% 42,232 $6.7M
Dickmeyer Boyce Financial Management, Inc. 3.45% Add +4.0% 42,146 $6.7M
Hofer & Associates. Inc 3.19% Add +0.6% 41,734 $6.6M
EverSource Wealth Advisors, LLC 0.22% Add +2.4% 41,632 $6.6M
Flywheel Private Wealth LLC 3.21% Reduce -0.3% 41,220 $6.5M
URS Advisory LLC 3.59% Add +10.4% 40,863 $6.5M
Capital Investment Advisory Services, LLC 0.40% Add +9.3% 40,784 $6.4M
Independence Bank of Kentucky 0.72% Reduce -1.4% 40,656 $6.4M
Parallel Advisors, LLC 0.10% Reduce -1.6% 40,567 $6.4M
Gallagher Capital Advisors, LLC 3.67% Reduce -0.6% 40,478 $6.4M
Catalyst Investment Management LLC 5.78% Add +29.1% 40,298 $6.4M
Dynamic Advisor Solutions LLC 0.18% Reduce -0.8% 40,041 $6.3M
Kaizen Financial Strategies 2.48% Add +72.9% 39,687 $6.3M
Seneca House Advisors 2.22% Add +5.9% 39,683 $6.3M
Onyx Bridge Wealth Group LLC 0.56% Reduce -4.8% 39,615 $6.3M
Busey Bank 0.15% No change 39,545 $6.2M
Dumont & Blake Investment Advisors LLC 1.40% Reduce -5.8% 39,501 $6.2M
Rosenberg Matthew Hamilton 1.16% Reduce -0.4% 39,417 $6.2M
Accel Wealth Management 1.40% Add +0.5% 39,373 $6.2M
McGlone Suttner Wealth Management, Inc. 0.73% Add +0.8% 39,351 $6.2M
Sweeney & Michel, LLC 1.63% Add +0.4% 37,479 $6.2M
Trinity Financial Advisors LLC 1.59% Reduce -2.6% 39,242 $6.2M
RFG Advisory, LLC 0.10% Add +11.0% 39,022 $6.2M
Diversify Advisory Services, LLC 0.10% New 37,453 $6.1M
Diversify Wealth Management, LLC 0.10% Reduce -3.9% 37,453 $6.1M
Bridgewealth Advisory Group, LLC 1.14% Reduce -0.2% 38,100 $6.0M
Chaney Capital Management, Inc. 1.89% Reduce -8.8% 38,068 $6.0M
CoreFirst Bank & Trust 2.97% Reduce -0.9% 37,752 $6.0M
Means Investment Co., Inc. 0.45% Add +0.5% 37,728 $6.0M
Oxinas Partners, LLC 2.35% Add +2.8% 37,717 $6.0M
Clear Harbor Asset Management, LLC 0.37% Reduce -5.4% 37,696 $6.0M
Union Savings Bank 2.39% Reduce -4.1% 37,688 $6.0M
Parsons Capital Management Inc. 0.27% Add +3.8% 37,679 $6.0M
Blake Schutter Theil Wealth Advisors, LLC 4.02% Add +51.4% 37,645 $5.9M
Parkside Financial Bank & Trust 0.40% Add +1.5% 37,103 $5.9M
Breakwater Investment Management 1.99% Reduce -4.2% 37,017 $5.8M
Cannon Wealth Management Services, LLC 3.19% Reduce -0.1% 36,920 $5.8M
Modern Wealth Management, LLC 0.07% Add +609.3% 36,530 $5.8M
HUB Investment Partners, LLC 0.11% Add +17.4% 36,485 $5.8M
Walter & Keenan Wealth Management LLC /in/ 1.42% Reduce -0.1% 36,441 $5.8M
Blackston Financial Advisory Group, LLC 3.24% Reduce -3.0% 36,369 $5.7M
Oxler Private Wealth LLC 1.64% Reduce -11.8% 36,363 $5.7M
Wealth Advisory Team LLC 4.62% — 35,949 $5.7M
Rehmann Capital Advisory Group 0.26% Add +0.9% 35,849 $5.7M
Faithward Advisors, LLC 0.69% Add +125.2% 35,776 $5.7M
Meridian Wealth Management, LLC 0.18% Add +1.6% 35,745 $5.6M
Ally Invest Advisors Inc. 0.34% Add +5.0% 35,689 $5.6M
Agf Management Ltd. 0.02% Add +2.6% 35,466 $5.6M
waypoint wealth counsel 3.51% Reduce -17.2% 35,411 $5.6M
Pacific Center for Financial Services 1.25% Add +0.2% 35,320 $5.6M
Legacy Advisors, LLC 0.51% No change 34,875 $5.5M
Independent Advisor Alliance 0.13% Reduce -74.0% 34,714 $5.5M
McNaughton Wealth Management, LLC 1.93% Add +1.6% 34,381 $5.4M
Investor's Fiduciary Advisor Network, LLC 1.84% Reduce -3.2% 34,378 $5.4M
Quantum Capital Management, LLC / NJ 0.68% Add +60.7% 34,318 $5.4M
StoneX Group Inc. 0.22% Reduce -12.4% 34,192 $5.4M
Uptick Partners, LLC 0.84% Reduce -2.7% 34,011 $5.4M
Prospera Financial Services Inc 0.08% Add +3.3% 33,706 $5.3M
SKY-Mountain Capital Management, Inc. 3.79% Add +10.4% 33,482 $5.3M
GeoWealth Management, LLC 0.17% Add +1151.8% 33,437 $5.3M
Signature Estate & Investment Advisors LLC 0.09% Reduce -2.0% 33,291 $5.3M
CX Institutional 0.15% Add +1.4% 33,267 $5.3M
Ironsides Asset Advisors, LLC 1.23% Add +0.0% 33,240 $5.3M
Armstrong Advisory Group, Inc. 0.32% Add +3.7% 33,189 $5.2M
Wedmont Private Capital 0.14% Add +6.9% 32,269 $5.2M
Ritter Daniher Financial Advisory LLC / DE 0.78% Reduce -0.9% 32,495 $5.1M
Rockland Trust Co. 0.20% Reduce -3.9% 32,490 $5.1M
Etesian Wealth Advisors, Inc. 1.51% Add +31.4% 32,323 $5.1M
Exchange Traded Concepts, LLC 0.03% Reduce -5.2% 32,173 $5.1M
Climber Capital SA 3.10% Add +13.6% 33,405 $5.1M
Navigation Group, LLC 0.97% Add +0.9% 31,706 $5.0M
OMNI 360 Wealth, Inc. 2.31% Add +8.3% 31,583 $5.0M
Sapient Capital LLC 0.07% Reduce -3.9% 31,540 $5.0M
Black Diamond Financial, LLC 0.44% Add +192.9% 31,375 $5.0M
CORDA Investment Management, LLC. 0.30% Reduce -1.8% 31,254 $4.9M
Fiduciary Advisors, Inc. 3.31% Add +2.0% 31,147 $4.9M
Hanover Advisors Inc. 1.75% Reduce -0.3% 30,821 $4.9M
Trust Co 0.44% Reduce -4.6% 30,599 $4.8M
Atticus Wealth Management, LLC 1.15% Reduce -1.1% 30,501 $4.8M
Advisors Capital Management, LLC 0.05% Add +2.3% 30,489 $4.8M
Glen Eagle Advisors, LLC 0.61% Add +0.2% 30,464 $4.8M
Betterment LLC 0.01% Add +2.4% 30,354 $4.8M
Cornell Pochily Investment Advisors, Inc. 1.29% Add +0.1% 30,330 $4.8M
D. E. Shaw & Co. 0.00% New 30,294 $4.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +7.8% 30,284 $4.8M
Ayalon Insurance Comp Ltd. 0.59% No change 30,236 $4.8M
Evolve Private Wealth, LLC 0.29% Reduce -12.4% 30,233 $4.8M
Keystone Financial Group 0.28% Add +72.7% 30,136 $4.8M
Ritholtz Wealth Management 0.07% Reduce -0.7% 30,044 $4.7M
Chicago Partners Investment Group LLC 0.10% Add +4.2% 29,410 $4.7M
Sigma Planning Corp 0.12% Add +10.9% 29,969 $4.7M
TFB Advisors LLC 2.07% Add +21.3% 29,787 $4.7M
Johnson Investment Counsel Inc. 0.03% Add +7.6% 29,760 $4.7M
Infinity Wealth Counsel, LLC 3.80% Add +2.9% 29,725 $4.7M
First Citizens Bank & Trust Co. 0.07% Reduce -4.6% 29,577 $4.7M
Destiny Wealth Partners, LLC 0.65% Reduce -41.7% 28,505 $4.6M
Kapstone Financial Advisors LLC 1.93% Reduce -1.1% 29,163 $4.6M
Cornerstone Advisors Asset Management, LLC 0.60% No change 29,009 $4.6M
Savvy Advisors, Inc. 0.10% Reduce -0.3% 28,952 $4.6M
Forza Wealth Management, LLC 1.39% Add +0.2% 28,747 $4.5M
Simon Quick Advisors, LLC 0.18% Add +26.7% 28,718 $4.5M
Choreo, LLC 0.05% Reduce -26.2% 28,672 $4.5M
LifeSteps Financial, Inc. 2.11% Reduce -1.0% 28,617 $4.5M
Hippocratic Financial Advisors, LLC 1.70% Add +1.7% 28,564 $4.5M
Pekin Hardy Strauss, Inc. 0.40% Reduce -1.0% 28,363 $4.5M
Triangle Securities Wealth Management 0.89% Reduce -1.0% 28,357 $4.5M
Richard C. Young & CO., LTD. 0.33% Add +0.3% 28,272 $4.5M
Verdence Capital Advisors LLC 0.23% Reduce -0.4% 28,142 $4.4M
Wealth Management Partners, LLC 1.04% Reduce -1.4% 28,105 $4.4M
Maseco LLP 0.12% Reduce -2.3% 27,979 $4.4M
Trust Co. of Vermont 0.16% — 27,803 $4.4M
KDT Advisors, LLC 6.02% No change 27,539 $4.4M
Sowell Financial Services LLC 0.14% Reduce -6.9% 27,456 $4.3M
Integrity Wealth Solutions LLC 1.60% Reduce -1.6% 27,387 $4.3M
Ausdal Financial Partners, Inc. 0.17% Add +2.4% 27,374 $4.3M
Perigon Wealth Management, LLC 0.07% Add +10.9% 27,370 $4.3M
New England Private Wealth Advisors LLC 0.42% Add +0.4% 26,736 $4.3M
Yukon Wealth Management, Inc. 1.23% New 27,154 $4.3M
71 West Capital Partners 0.15% No change 27,057 $4.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.0% 26,946 $4.3M
StrongBox Wealth, LLC 1.21% Add +0.8% 26,890 $4.2M
Mgo One Seven LLC 0.07% Reduce -1.2% 26,840 $4.2M
Everett Harris & Co. 0.05% Reduce -16.3% 26,702 $4.2M
Victory Financial Group, LLC 0.44% Reduce -5.1% 26,542 $4.2M
Hayek Kallen Investment Management 1.27% Add +17.5% 26,407 $4.2M
United Community Bank 1.27% Add +30.0% 26,058 $4.1M
Culbertson A N & Co. Inc. 0.48% Reduce -0.2% 26,008 $4.1M
Bison Wealth, LLC 0.38% Add +5.7% 25,611 $4.1M
Regal Investment Advisors LLC 0.21% Add +22.7% 25,908 $4.1M
Guyasuta Investment Advisors Inc. 0.21% Reduce -0.3% 25,895 $4.1M
Prospect Financial Services LLC 2.07% Add +43.9% 25,846 $4.1M
LightSquare Wealth Management, LLC 2.81% Reduce -9.1% 25,819 $4.1M
Manchester Capital Management LLC 0.53% Reduce -24.1% 25,767 $4.1M
Wilkins Miller Wealth Management, LLC 2.24% Add +4.5% 25,752 $4.1M
Sunburst Financial Group, LLC 0.67% Reduce -1.0% 25,461 $4.0M
Choate Investment Advisors 0.07% Reduce -0.6% 25,376 $4.0M
Dodds Wealth, LLC 0.90% Reduce -0.3% 25,267 $4.0M
Confluence Wealth Services, Inc. 0.11% Add +2.5% 25,259 $4.0M
Advisor OS, LLC 0.27% Reduce -2.0% 25,233 $4.0M
Delta Financial Advisors LLC 0.94% Reduce -2.0% 25,004 $4.0M
Schuylkill Financial LLC 3.60% — 24,636 $3.9M
B. Riley Wealth Advisors, Inc. 0.21% Add +142.1% 24,563 $3.9M
Sara-Bay Financial 1.04% Reduce -4.2% 24,595 $3.9M
Smartleaf Asset Management LLC 0.13% No change 24,503 $3.9M
Citizens Financial Group Inc. 0.05% Add +16.1% 24,566 $3.9M
Burke & Herbert Bank & Trust Co. 0.95% Add +4.0% 24,341 $3.8M
Whittier Trust Co. of Nevada Inc. 0.07% Add +0.1% 23,928 $3.8M
GC Wealth Management RIA, LLC 0.22% Reduce -20.1% 23,999 $3.8M
Patriot Financial Group Insurance Agency, LLC 0.39% Reduce -48.4% 23,955 $3.8M
Disciplined Investors, L.L.C. 1.89% Add +2.6% 23,876 $3.8M
German American Bancorp, Inc. 0.28% No change 23,821 $3.8M
Orion Capital Management LLC 1.17% Reduce -1.3% 23,780 $3.8M
CDM Financial Counseling Services, Inc. 3.24% Add +0.1% 23,768 $3.8M
Mainsail Asset Management, LLC 1.46% Reduce -4.7% 23,314 $3.7M
Private Trust Co. NA 0.30% Add +39.9% 23,510 $3.7M
Panoramic Investment Advisors, LLC 1.77% Add +0.2% 23,474 $3.7M
Petix & Botte Co 0.74% Add +84.1% 23,410 $3.7M
Noble Wealth Partners LLC 3.20% — 23,349 $3.7M
Great Valley Advisor Group, Inc. 0.06% Add +1.7% 23,324 $3.7M
Wealthfront Advisers LLC 0.01% Add +7.4% 23,295 $3.7M
Warner Financial, Inc. 1.08% Add +0.1% 23,252 $3.7M
Davidson Trust Co. 1.43% Reduce -7.5% 23,233 $3.7M
Daymark Wealth Partners, LLC 0.09% Add +12.1% 23,123 $3.7M
Cambridge Capital Management, LLC 1.38% Add +0.2% 23,050 $3.6M
CGN Advisors LLC 0.27% Add +4.8% 22,977 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +0.3% 22,874 $3.6M
Consultiva Wealth Management, Corp. 8.12% Add +0.2% 22,803 $3.6M
Xcelsior Advisor Partners LLC 0.48% Add +2.8% 22,791 $3.6M
Steffes Financial, Ltd. 1.55% Add +19.2% 22,678 $3.6M
Harbor Investment Advisory, LLC 0.25% Add +0.3% 22,499 $3.6M
Arsenal Capital Advisors LLC 2.08% Add +10.0% 22,258 $3.5M
Larson Financial Group LLC 0.09% Add +1.3% 22,102 $3.5M
Daiichi Life Insurance Co., Ltd. 0.08% Add +40.4% 22,032 $3.5M
Cullen/Frost Bankers, Inc. 0.03% Add +1.4% 21,939 $3.5M
Hyposwiss Advisors SA 3.27% Reduce -19.5% 21,870 $3.5M
Koshinski Asset Management, Inc. 0.18% Add +3.1% 21,826 $3.4M
Diversified Portfolios, Inc. 0.25% Reduce -0.1% 21,791 $3.4M
MJP Associates Inc. 0.38% Reduce -1.8% 21,772 $3.4M
Platform Technology Partners 0.56% Reduce -0.7% 21,709 $3.4M
WCG Wealth Advisors LLC 0.08% Reduce -5.3% 21,594 $3.4M
Hickory Point Bank & Trust 2.06% Add +1.9% 21,539 $3.4M
Northstar Group, Inc. 0.45% Add +0.3% 21,537 $3.4M
Kohmann Bosshard Financial Services, LLC 0.29% No change 21,513 $3.4M
Connecticut Wealth Management, LLC 0.13% Reduce -0.0% 21,440 $3.4M
Intellectus Partners, LLC 0.59% No change 21,350 $3.4M
Mechanics Bank Trust Department 0.42% Reduce -2.2% 21,341 $3.4M
Bangor Savings Bank 0.25% Reduce -7.7% 21,337 $3.4M
SageView Advisory Group, LLC 0.11% Reduce -9.2% 21,307 $3.4M
Focused Alpha, LLC 0.86% Add +5.8% 21,258 $3.4M
Brighton Jones LLC 0.06% Add +2.7% 21,185 $3.3M
Luminist Capital LLC 3.77% New 21,112 $3.3M
Capital Investment Advisors, LLC 0.04% Add +9.2% 21,059 $3.3M
First Trust Advisors LP 0.00% Add +11.7% 21,042 $3.3M
BOK Financial Private Wealth, Inc. 0.17% No change 20,952 $3.3M
PAX Financial Group, LLC 0.49% Reduce -3.0% 20,952 $3.3M
VeraBank, N.A. 0.55% Add +0.5% 20,938 $3.3M
Montecito Bank & Trust 0.49% Reduce -0.5% 20,798 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +3.1% 20,797 $3.3M
Kovack Advisors, Inc. 0.16% Reduce -1.9% 20,765 $3.3M
International Assets Investment Management, LLC 0.20% Reduce -0.5% 20,722 $3.3M
Eldridge Investment Advisors, Inc. 0.65% Reduce -17.6% 20,708 $3.3M
Neuberger Berman Group LLC 0.00% Add +1.2% 20,686 $3.3M
Livet Wealth, LLC 1.88% Reduce -4.5% 20,675 $3.3M
Patten Group, Inc. 0.51% Reduce -3.3% 20,620 $3.3M
Riverbend Wealth Management, LLC 1.65% Add +6.2% 20,544 $3.2M
Oppenheimer & Co. Inc. 0.03% Add +11.8% 20,542 $3.2M
Rothschild Investment LLC 0.12% Add +1.6% 20,330 $3.2M
Indivisible Partners 0.18% Add +57.9% 20,274 $3.2M
First County Bank 1.51% No change 20,228 $3.2M
Pallas Capital Advisors LLC 0.10% Reduce -0.4% 20,197 $3.2M
GTS Securities LLC 0.07% New 20,087 $3.2M
Cozad Asset Management Inc. 0.20% Reduce -1.6% 20,015 $3.2M
Redhawk Wealth Advisors, Inc. 0.31% Reduce -15.9% 19,934 $3.2M
Mount Lucas Management LP 1.12% Reduce -1.8% 19,855 $3.1M
BBR Partners, LLC 0.15% New 19,765 $3.1M
New Covenant Trust Company, N.A. 2.33% No change 19,544 $3.1M
Apriem Advisors 0.27% Add +39.8% 19,536 $3.1M
Financial Planning Hawaii, Inc. 1.65% Reduce -1.2% 19,473 $3.1M
Decker Retirement Planning Inc. 1.05% Add +17.4% 19,468 $3.1M
Schroder Investment Management Group 0.00% Reduce -4.3% 19,445 $3.1M
Old Port Advisors 0.61% Reduce -0.9% 19,418 $3.1M
Liberty Square Wealth Partners LLC 0.73% Add +0.9% 19,402 $3.1M
Eukles Asset Management 1.26% Add +2.0% 19,253 $3.0M
M.E. Allison & Co., Inc. 1.75% Add +0.0% 19,194 $3.0M
Obermeyer Wealth Partners 0.12% Reduce -0.1% 19,175 $3.0M
Haverford Trust Co 0.03% Reduce -9.0% 19,058 $3.0M
Relyea Zuckerberg Hanson LLC 0.25% Add +236.4% 19,013 $3.0M
Lynx Investment Advisory 0.98% Add +0.9% 18,996 $3.0M
Flputnam Investment Management Co. 0.04% Reduce -0.5% 18,959 $3.0M
Sageworth Trust Co 0.12% No change 18,944 $3.0M
Hicks Capital Management LLC 2.45% Reduce -0.3% 18,897 $3.0M
Independent Wealth Network Inc. 0.75% Reduce -1.3% 18,717 $3.0M
Wesbanco Bank Inc. 0.07% Add +12.3% 18,693 $3.0M
Diversified Trust Co. 0.05% Reduce -6.0% 18,683 $3.0M
Advocate Investing Services LLC 2.27% Add +47.9% 18,639 $2.9M
Investment Management Corp. /Va/ 2.44% Add +2.1% 18,526 $2.9M
Carnegie Investment Counsel 0.06% Reduce -15.3% 18,386 $2.9M
1900 Wealth Management LLC 0.16% Reduce -2.7% 18,352 $2.9M
Vicus Capital 0.18% Add +0.9% 17,986 $2.8M
FFT Wealth Management LLC 0.44% Add +100.0% 19,386 $2.8M
Roundview Capital LLC 0.15% Add +0.1% 17,942 $2.8M
TRB Wealth Management, LLC 0.38% Add +0.0% 17,894 $2.8M
Capital Advantage, Inc. 0.34% Add +11.5% 17,815 $2.8M
Thrive Capital Management, LLC 0.53% Add +0.3% 17,756 $2.8M
Auour Investments LLC 0.80% Add +6.3% 17,737 $2.8M
1015 Capital Partners, LLC 2.33% Add +2.4% 17,635 $2.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Add +9.3% 17,593 $2.8M
Beto Financial Group, LLC 1.46% Add +10.1% 17,417 $2.8M
Capital City Trust Co. 0.57% Add +6.6% 17,545 $2.8M
Bouchey Financial Group, Ltd. 0.18% No change 17,542 $2.8M
Kuhn & Co Investment Counsel 1.60% No change 17,498 $2.8M
Avidian Wealth Enterprises, LLC 0.08% Add +4.5% 17,442 $2.8M
Oasis Advisors, LLC 1.78% Reduce -93.4% 17,313 $2.7M
Blankinship & Foster, LLC 0.55% No change 17,170 $2.7M
Thoroughbred Financial Services, LLC 0.13% Add +0.3% 17,145 $2.7M
Ridgecrest Wealth Partners, LLC 1.31% No change 17,142 $2.7M
Clarity Capital Advisors, LLC 1.13% Add +0.3% 17,055 $2.7M
Flagstar Securities, Inc. 0.81% Reduce -0.5% 17,018 $2.7M
Rockingstone Advisors LLC 1.08% Add +1.0% 16,977 $2.7M
Ancora Advisors LLC 0.05% Reduce -4.0% 16,971 $2.7M
Elite Financial, Inc. 1.08% Reduce -2.3% 16,965 $2.7M
Precedent Wealth Partners, LLC 0.45% Reduce -8.0% 16,935 $2.7M
FAS Wealth Partners, Inc. 0.14% Add +25.1% 16,915 $2.7M
Collective Family Office LLC 0.54% Add +1.1% 16,828 $2.7M
AIMZ Investment Advisors, LLC 0.73% Reduce -3.8% 16,824 $2.7M
Hegarty Advisors, LLC 1.83% Add +3.0% 16,787 $2.7M
My Personal CFO, LLC 1.03% Reduce -2.3% 16,777 $2.7M
Howland Capital Management LLC 0.10% Add +0.0% 16,694 $2.6M
McNamara Financial Services, Inc. 0.45% Reduce -1.2% 16,453 $2.6M
Glassman Wealth Services 0.31% Add +0.1% 16,418 $2.6M
O'ROURKE & COMPANY, Inc 0.90% Reduce -0.7% 16,403 $2.6M
Antonelli Financial Advisors, LLC 1.77% Reduce -2.5% 16,305 $2.6M
Entruity Wealth, LLC 1.67% New 16,299 $2.6M
North Star Investment Management Corp. 0.14% Reduce -1.3% 16,287 $2.6M
Rossby Financial, LCC 0.47% Reduce -41.1% 16,247 $2.6M
Ascent Group, LLC 0.08% Reduce -0.8% 16,202 $2.6M
Bigelow Investment Advisors, LLC 0.93% Add +6.1% 16,173 $2.6M
Prudent Man Advisors, LLC 0.58% Add +4.3% 16,150 $2.6M
Tradition Wealth Management, LLC 0.16% Reduce -0.2% 16,135 $2.5M
Compass Ion Advisors, LLC 0.22% Reduce -5.3% 16,119 $2.5M
N.E.W. Advisory Services LLC 0.17% Reduce -0.4% 16,097 $2.5M
IMA Advisory Services, Inc. 0.16% New 16,084 $2.5M
Cornerstone Wealth Management, LLC 0.11% Add +91.3% 16,050 $2.5M
Weaver Consulting Group 0.52% Reduce -0.2% 15,992 $2.5M
Financial Engines Advisors L.L.C. 0.00% Add +5.2% 15,978 $2.5M
Arete Wealth Advisors, LLC 0.16% Add +22.7% 15,685 $2.5M
Royal Fund Management, LLC 0.21% Reduce -1.0% 15,640 $2.5M
Stonebridge Financial Planning Group, LLC 0.79% Add +0.5% 15,637 $2.5M
HighPoint Advisor Group LLC 0.09% Reduce -6.5% 15,635 $2.5M
First Merchants Corp. 0.09% Reduce -0.7% 15,582 $2.5M
InvesTrust 0.95% Add +15.7% 15,579 $2.5M
SP Asset Management LLC 0.20% Add +0.6% 15,570 $2.5M
Gladstone Institutional Advisory LLC 0.08% Add +15.5% 15,551 $2.5M
Franklin Resources Inc. 0.00% Add +0.9% 15,440 $2.4M
Carr Financial Group Corp 0.56% Add +2.4% 15,323 $2.4M
Essex Bank 0.52% Add +2.5% 15,255 $2.4M
J Hagan Capital, Inc. 1.12% Add +8.2% 15,252 $2.4M
Holderness Investments Co. 0.40% Add +0.6% 15,245 $2.4M
Financial Enhancement Group LLC 0.29% Add +5.6% 15,239 $2.4M
Lodestar Private Asset Management LLC 0.21% Reduce -14.3% 15,225 $2.4M
Colony Family Offices, LLC 0.53% Reduce -4.5% 15,218 $2.4M
Jupiter Topco LLC 0.00% — 15,172 $2.4M
Scotia Capital Inc. 0.01% Reduce -27.4% 15,118 $2.4M
Richard W. Paul & Associates, LLC 0.73% Add +0.4% 15,110 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +0.6% 15,076 $2.4M
Mayflower Financial Advisors, LLC 0.21% Add +26.3% 15,052 $2.4M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -21.9% 15,021 $2.4M
Mather Group, Llc. 0.02% Add +12.8% 14,979 $2.4M
National Bank of Canada 0.00% Reduce -2.8% 14,954 $2.4M
Centurion Wealth Management LLC 0.56% Reduce -1.0% 14,889 $2.4M
Bensler, LLC 0.21% Add +21.8% 14,882 $2.4M
Sagespring Wealth Partners, LLC 0.04% Reduce -1.6% 14,852 $2.3M
Centaurus Financial, Inc. 0.09% Add +4.6% 14,763 $2.3M
Brighton Securities Corp. 1.00% Add +3.4% 14,723 $2.3M
Axis Wealth Partners, LLC 1.12% Reduce -2.3% 14,715 $2.3M
Cibc World Market Inc. 0.00% Add +16.8% 14,658 $2.3M
Capital Squared Financial LLC 1.51% Add +20.7% 14,641 $2.3M
Trilogy Capital Inc. 0.09% Add +25.7% 14,581 $2.3M
Investmark Advisory Group LLC 0.87% Reduce -0.4% 14,548 $2.3M
Cascade Wealth Advisors, Inc 0.92% Add +186.9% 13,847 $2.3M
Joseph Group Capital Management 0.48% Add +0.4% 14,496 $2.3M
FF Advisors,LLC 0.86% No change 14,477 $2.3M
Amicus Financial Advisors, LLC 0.56% Reduce -0.7% 14,467 $2.3M
Capital Advisors Inc. 0.03% Reduce -0.5% 14,466 $2.3M
Compass Financial Services Inc 0.85% Add +0.5% 14,436 $2.3M
COFG Advisors, LLC 0.39% Add +3.0% 14,435 $2.3M
Webster Bank, N. A. 0.20% Reduce -4.0% 14,401 $2.3M
NewEdge Wealth, LLC 0.02% Reduce -15.8% 14,369 $2.3M
Verity Asset Management, Inc. 0.86% Add +5.0% 14,316 $2.3M
Gerald Baker Financial Group LLC 0.64% Add +11.4% 14,148 $2.2M
R. W. Roge & Company, Inc. 0.94% No change 14,086 $2.2M
Fidelis Capital Partners, LLC 0.13% Add +0.1% 14,080 $2.2M
Financial Insights, Inc. 0.60% No change 14,068 $2.2M
Verus Capital Partners, LLC 0.12% Reduce -0.1% 14,065 $2.2M
UMB Bank, n.a. 0.03% No change 14,026 $2.2M
Citizens National Bank Trust Department 0.33% Reduce -3.4% 14,018 $2.2M
Scott Capital Advisors, LLC 0.35% Reduce -3.5% 13,992 $2.2M
Creekside Partners 0.80% Add +2.1% 13,984 $2.2M
Fonville Wealth Management LLC 0.36% Reduce -9.6% 13,857 $2.2M
Junk Investment Group, LLC 0.97% No change 13,833 $2.2M
RM Financial Services, LLC 1.62% Add +13.3% 13,812 $2.2M
Wealthedge Investment Advisors, LLC 0.74% Reduce -10.0% 13,794 $2.2M
Strategic Wealth Partners, Ltd. 0.13% Reduce -0.3% 13,787 $2.2M
Arrowroot Family Office, LLC 0.62% Reduce -11.4% 13,777 $2.2M
W Advisors, LLC 0.99% Add +1.3% 13,764 $2.2M
Visionary Wealth Advisors 0.09% Add +65.8% 13,754 $2.2M
APS Management Group, Inc. 1.66% Reduce -2.2% 13,686 $2.2M
Mark Sheptoff Financial Planning, LLC 1.14% Reduce -0.7% 13,641 $2.2M
Stevens Capital Partners 0.41% Add +278.2% 13,577 $2.1M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +2.8% 13,552 $2.1M
CRA Financial Services, LLC 0.25% Add +2.5% 13,550 $2.1M
Pacific Sun Financial Corp 0.88% Reduce -0.5% 13,470 $2.1M
Vermillion Wealth Management, Inc. 0.51% Add +1.9% 13,464 $2.1M
Blue Chip Partners, LLC 0.13% Reduce -0.6% 13,454 $2.1M
Walkner Condon Financial Advisors LLC 0.24% Add +1.1% 13,371 $2.1M
Leavell Investment Management, Inc. 0.08% Reduce -2.4% 13,325 $2.1M
Fiduciary Financial Advisors 0.21% New 13,314 $2.1M
Prosperity Bancshares Inc 1.37% Add +68.5% 13,306 $2.1M
Tme Financial, Inc. 1.30% Add +6.9% 13,292 $2.1M
360 Financial, Inc. 0.53% Reduce -0.8% 13,215 $2.1M
Medallion Wealth Advisors, LLC 0.66% Reduce -6.1% 13,213 $2.1M
Townsquare Capital LLC 0.38% Reduce -1.2% 13,145 $2.1M
Founders Financial Securities LLC 0.11% Add +3.6% 13,104 $2.1M
Freestone Capital Holdings, LLC 0.05% Add +29.7% 13,092 $2.1M
SouthState Bank Corp 0.09% Add +3.0% 13,028 $2.1M
ZWJ Investment Counsel Inc. 0.07% Add +3.2% 13,000 $2.1M
Wedbush Securities Inc. 0.05% Add +8.0% 12,955 $2.0M
Resolute Capital, LLC 0.70% Add +29.1% 12,905 $2.0M
Cardiff Park Advisors, LLC 0.16% Add +0.5% 12,904 $2.0M
Oxford Financial Group, LTD. LLC 0.10% Reduce -18.9% 12,875 $2.0M
MOKAN Wealth Management Inc. 0.78% Add +2.7% 12,848 $2.0M
Stock Yards Bank & Trust Co. 0.06% Reduce -0.6% 12,837 $2.0M
Wealth Management Nebraska 0.18% No change 12,786 $2.0M
Opinicus Capital, Inc. 1.08% Add +0.8% 12,772 $2.0M
Fulton Bank, N.A. 0.06% No change 12,714 $2.0M
21 West Wealth Management LLC 1.71% Reduce -3.9% 12,638 $2.0M
Tradewinds, LLC. 0.45% New 317 $2.0M
Luminvest Wealth Management LLC 0.46% No change 12,549 $2.0M
Formidable Asset Management, LLC 0.32% Add +1.3% 13,385 $2.0M
Beacon Financial Advisory LLC 0.39% Reduce -8.3% 12,530 $2.0M
Red Door Wealth Management, LLC 0.18% Add +0.5% 12,471 $2.0M
Twin Focus Capital Partners, LLC 0.20% No change 12,366 $2.0M
Belpointe Asset Management LLC 0.06% Add +16.5% 12,341 $2.0M
Gables Capital Management Inc. 0.70% Add +0.2% 12,317 $1.9M
Aspiriant, LLC 0.05% Reduce -6.6% 12,287 $1.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.52% Reduce -12.3% 12,268 $1.9M
Fca Corp. 0.48% Add +1.8% 12,253 $1.9M
HBK Sorce Advisory LLC 0.04% Reduce -3.6% 11,629 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +0.5% 12,118 $1.9M
Trinity Legacy Partners, LLC 0.38% Add +0.4% 11,906 $1.9M
Arwa LLC 0.79% Reduce -14.2% 11,888 $1.9M
Sagace Wealth Management LLC 1.19% Reduce -0.4% 11,940 $1.9M
Kastel Capital Advisors, LLC 1.19% Add +3.5% 12,734 $1.9M
John W. Brooker & Co., CPAs 2.27% Add +11.8% 11,908 $1.9M
Clarity Financial LLC 0.16% Add +0.4% 11,907 $1.9M
JT Stratford LLC 0.20% Add +14.3% 11,801 $1.9M
Allie Family Office LLC 0.69% No change 11,795 $1.9M
Root Financial Partners, LLC 0.07% Add +1.5% 11,776 $1.9M
Mosaic Family Wealth Partners, LLC 0.13% Reduce -7.3% 11,766 $1.9M
Compound Planning, Inc. 0.05% Add +2.6% 11,733 $1.9M
McClarren Financial Advisors, Inc. 0.96% Add +1.3% 11,729 $1.9M
Armor Investment Advisors, LLC 0.59% Reduce -3.6% 11,682 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -5.1% 11,657 $1.8M
Signaturefd, LLC 0.02% Add +2.3% 11,622 $1.8M
Lanark Financial, Inc. 0.12% Reduce -5.7% 11,615 $1.8M
Monetary Solutions, Ltd 1.58% Add +51.3% 11,580 $1.8M
Plante Moran Financial Advisors, LLC 0.08% Add +1.4% 11,549 $1.8M
Covestor Ltd 1.05% Add +1.0% 11,510 $1.8M
MW Advisory, LLC 0.72% — 11,462 $1.8M
KCM Investment Advisors LLC 0.05% Reduce -0.3% 11,379 $1.8M
Mraz, Amerine & Associates, Inc. 0.26% Add +0.4% 11,379 $1.8M
Northcape Wealth Management, LLC 0.47% Reduce -2.8% 11,377 $1.8M
Ballentine Partners, LLC 0.02% Reduce -0.4% 11,301 $1.8M
LongView Wealth Management 0.46% Add +1.0% 11,298 $1.8M
Fairscale Capital, LLC 1.06% Add +14.2% 11,284 $1.8M
Mascagni Wealth Management, Inc. 1.11% Reduce -0.3% 11,267 $1.8M
Balboa Wealth Partners 0.24% Add +4.9% 11,240 $1.8M
Sidoxia Capital Management, LLC 1.29% Add +1.2% 11,174 $1.8M
Fiduciary Alliance LLC 0.12% Reduce -1.6% 11,090 $1.8M
Rossmore Private Capital 0.14% No change 11,079 $1.8M
Anchor Investment Management, LLC 0.13% Reduce -2.9% 11,069 $1.7M
Columbus Macro, LLC 0.17% Add +0.6% 11,068 $1.7M
Fifth Third Wealth Advisors LLC 0.05% Add +10.7% 11,054 $1.7M
North Star Asset Management Inc. 0.07% Reduce -0.4% 11,030 $1.7M
Spire Wealth Management 0.05% Reduce -4.0% 11,011 $1.7M
Portland Financial Advisors Inc 3.17% Add +0.3% 11,004 $1.7M
Capital Group Private Client Services, Inc. 0.02% Reduce -3.6% 10,853 $1.7M
Cambridge Financial Group, LLC 0.54% Reduce -27.8% 10,841 $1.7M
New Insight Wealth Advisors 0.50% Reduce -9.9% 10,782 $1.7M
C M Bidwell & Associates Ltd. 0.70% Add +4.5% 10,779 $1.7M
Fulcrum Capital LLC 0.35% No change 10,765 $1.7M
Asset Dedication, LLC 0.11% Reduce -4.0% 10,758 $1.7M
Moran Wealth Management, LLC 0.05% Add +24.6% 10,652 $1.7M
Cypress Point Wealth Management, LLC 0.34% No change 10,600 $1.7M
Main Street Financial Solutions, LLC 0.11% Reduce -2.9% 10,553 $1.7M
Cahill Financial Advisors Inc. 0.16% Reduce -1.6% 10,452 $1.7M
Burkett Financial Services, LLC 0.51% Add +0.4% 10,412 $1.6M
Blueprint Investment Partners LLC 0.14% New 10,375 $1.6M
Investment Management Trust, LLC 1.46% Reduce -0.2% 10,273 $1.6M
Christine Messmer PC 0.91% Reduce -6.1% 10,216 $1.6M
DF Dent & Co. Inc. 0.03% Add +3.0% 10,213 $1.6M
Texas Capital Bank Wealth Management Services Inc 0.09% No change 10,206 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -11.3% 10,200 $1.6M
Great Diamond Partners, LLC 0.28% Reduce -0.6% 10,172 $1.6M
Coastwise Capital Group, LLC 0.93% Add +3.6% 10,144 $1.6M
Nilsine Partners, LLC 0.11% Reduce -8.6% 10,137 $1.6M
Nicolet Bankshares Inc. 0.05% Add +1.4% 9,995 $1.6M
Marshall Wace, LLP 0.00% New 10,100 $1.6M
Tower Bridge Advisors 0.14% New 10,096 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -65.3% 10,086 $1.6M
PUREfi Wealth, LLC 0.87% Add +0.6% 10,069 $1.6M
Valley National Advisers Inc. 0.18% Add +0.3% 10,062 $1.6M
Novare Capital Management LLC 0.11% No change 10,057 $1.6M
NWF Advisory Services Inc. 0.15% Reduce -4.9% 10,049 $1.6M
Elevatus Welath Management 0.38% Add +45.5% 10,010 $1.6M
Greenwich Wealth Management LLC 0.06% Add +1.5% 9,960 $1.6M
Finward Bancorp 1.19% Add +3.6% 9,958 $1.6M
Ibex Wealth Advisors 0.12% Reduce -6.3% 9,949 $1.6M
OpenArc Corporate Advisory, LLC 0.02% Add +4.8% 9,940 $1.6M
Lazari Capital Management, Inc. 0.49% Reduce -0.6% 9,929 $1.6M
Circle Wealth Management, LLC 0.02% Reduce -28.1% 9,885 $1.6M
3 Factor Indexing, LLC 1.32% No change 9,875 $1.6M
Empowered Funds, LLC 0.01% New 9,874 $1.6M
Cornerstone Wealth Group, LLC 0.09% Reduce -3.1% 9,833 $1.6M
HM Payson & Co. 0.02% Reduce -5.3% 9,826 $1.6M
GreatBanc Trust CO 0.96% Reduce -9.1% 9,805 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -4.8% 9,796 $1.5M
Clark Capital Management Group, Inc. 0.01% Add +7.4% 9,759 $1.5M
Birchcreek Wealth Management, LLC 0.60% Add +0.7% 9,734 $1.5M
Plancorp, LLC 0.04% Add +28.4% 9,554 $1.5M
5T Wealth, LLC 0.57% Reduce -0.3% 9,710 $1.5M
Accurate Wealth Management, LLC 0.15% New 9,476 $1.5M
Cambria Investment Management, L.P. 0.08% New 9,645 $1.5M
Westfuller Advisors, LLC 0.55% Reduce -14.7% 9,594 $1.5M
Huntleigh Advisors, Inc. 0.21% Reduce -0.0% 9,572 $1.5M
Alesco Advisors, LLC, An ESL Co 0.03% No change 9,560 $1.5M
Curi Capital, LLC 0.02% Add +4.0% 9,543 $1.5M
Sage Investment Advisers LLC 1.01% Reduce -3.5% 9,541 $1.5M
Westbourne Investments, Inc. 0.61% Reduce -1.8% 9,521 $1.5M
Wimmer Associates 1, LLC 0.68% Add +9.4% 9,520 $1.5M
Range Advisory, LLC 0.18% Add +11.7% 9,461 $1.5M
Brandywine Oak Private Wealth LLC 0.11% No change 9,434 $1.5M
Seek First Inc. 0.94% Reduce -18.9% 9,435 $1.5M
Moneco Advisors, LLC 0.09% Add +51.5% 9,399 $1.5M
3Chopt Investment Partners, LLC 0.28% Add +0.1% 9,384 $1.5M
Bell Bank 0.06% Reduce -6.0% 9,365 $1.5M
Liberty Capital Management, Inc. 0.25% — 9,333 $1.5M
SRH Advisors, LLC 0.37% Reduce -9.1% 9,302 $1.5M
Zuckerman Investment Group, LLC 0.12% No change 9,266 $1.5M
Klingman & Associates, LLC 0.06% No change 9,264 $1.5M
Duncker Streett & Co. Inc. 0.25% Reduce -1.9% 9,262 $1.5M
Mayport, LLC 0.23% Reduce -0.0% 9,254 $1.5M
LaSalle St. Investment Advisors, LLC 0.18% Add +0.0% 9,244 $1.5M
Values Added Financial LLC 0.53% Add +2.4% 9,210 $1.5M
Highland Financial Advisors, LLC 0.32% Reduce -3.0% 9,138 $1.4M
First American Trust, FSB 0.09% Add +2.3% 9,137 $1.4M
Kingsbury Capital Investment Advisors LLC 1.21% Add +18.4% 9,070 $1.4M
KMT Wealth Management, LLC 1.21% New 9,070 $1.4M
Dakota Wealth Management 0.03% Reduce -5.5% 9,063 $1.4M
Retirement Planning Co of New England, Inc. 0.52% Reduce -0.8% 9,057 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +34.3% 9,000 $1.4M
Bogart Wealth, LLC 0.05% Add +2.8% 8,989 $1.4M
Pennsylvania Capital Management Inc. 0.36% Reduce -14.0% 8,976 $1.4M
Morton Capital Management LLC 0.19% Reduce -8.6% 8,899 $1.4M
John A. Wolfe & Associates, Inc. 1.94% Reduce -51.2% 8,892 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +6.5% 8,856 $1.4M
Bantamac Capital, LLC 0.99% Reduce -0.6% 8,850 $1.4M
Integral Investment Advisors, Inc. 0.31% Reduce -0.5% 8,840 $1.4M
Magnus Financial Group LLC 0.10% Add +0.3% 8,829 $1.4M
Glass Jacobson Investment Advisors llc 0.43% Reduce -15.5% 8,812 $1.4M
Thomasville National Bank 0.08% — 8,773 $1.4M
John Boyer, Inc. 1.20% Reduce -0.8% 8,738 $1.4M
Aspen Investment Management Inc 0.37% No change 8,715 $1.4M
Key Financial Inc 0.23% No change 8,710 $1.4M
Legacies Wealth LLC 0.75% No change 8,709 $1.4M
Miramar Capital, LLC 0.30% Reduce -0.9% 8,691 $1.4M
Andrews Advisory Associates, LLC 0.66% Add +0.0% 8,677 $1.4M
Tobias Financial Advisors, Inc. 0.17% No change 8,660 $1.4M
Stonebridge Financial Group, LLC 0.10% Add +3.1% 8,641 $1.4M
Collaborative Wealth Managment Inc. 0.57% Add +0.3% 8,640 $1.4M
Donalies Financial Planning, LLC 1.00% Reduce -0.9% 8,626 $1.4M
Argent Trust Co 0.04% Add +28.1% 8,602 $1.4M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.5% 8,555 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -5.5% 8,521 $1.3M
MidFirst Bank 0.10% Reduce -1.4% 8,521 $1.3M
Next Capital Management LLC 0.36% Add +3.8% 8,505 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -39.6% 8,483 $1.3M
Kirtland Hills Capital Management, LLC 0.38% Add +39.9% 8,452 $1.3M
Northstar Financial Companies, Inc. 0.90% Add +42.6% 8,439 $1.3M
Signal Advisors Wealth, LLC 0.07% Add +5.0% 8,436 $1.3M
Sage Capital Advisors,llc 0.28% Reduce -12.1% 8,405 $1.3M
Madrid Wealth Management, LLC 0.87% Add +6.8% 8,382 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.54% Add +0.0% 8,367 $1.3M
Madison Wealth Partners, Inc 0.17% Reduce -6.0% 8,355 $1.3M
Cornerstone Financial Management LLC 1.06% Reduce -3.4% 8,353 $1.3M
CPA Asset Management Group, LLC 0.38% Reduce -14.4% 8,325 $1.3M
LVW Advisors, LLC 0.11% Reduce -10.3% 8,298 $1.3M
TMB Capital Partners, LLC 0.41% Add +0.9% 8,290 $1.3M
Purkiss Capital Advisors LLC 0.50% Add +41.4% 8,289 $1.3M
Poehling Capital Management, INC. 0.28% No change 8,276 $1.3M
Valley Forge Investment Consultants Inc. Adv 0.34% Reduce -1.8% 8,262 $1.3M
Wisconsin Wealth Advisors, LLC 1.12% Add +0.2% 8,243 $1.3M
Winebrenner Capital Management LLC 0.79% Add +0.1% 8,242 $1.3M
Clear Creek Financial Management, LLC 0.08% Add +13.5% 8,178 $1.3M
Vision Capital Management, Inc. 0.15% No change 8,112 $1.3M
Winthrop Advisory Group LLC 0.09% Add +72.4% 8,095 $1.3M
GLOBALT Investments LLC / GA 0.04% Reduce -5.1% 8,079 $1.3M
BG Investment Services, LLC 0.92% Add +8.1% 8,078 $1.3M
Archer Investment Corp 0.24% No change 8,038 $1.3M
Turning Point Benefit Group, Inc. 0.55% Add +50.1% 8,035 $1.3M
NorthRock Partners, LLC 0.02% Add +13.1% 8,029 $1.3M
Titleist Asset Management, LLC 0.09% Reduce -5.3% 7,999 $1.3M
Fifth Third Securities, Inc. 0.07% Add +26.6% 7,998 $1.3M
Rasp Wealth Solutions, LLC 0.41% — 7,888 $1.2M
WNY Asset Management, LLC 0.11% Add +9.0% 7,839 $1.2M
Bailard, Inc. 0.03% Add +39.3% 7,830 $1.2M
Blue Water Asset Management 0.40% Reduce -2.2% 7,808 $1.2M
Thrive Wealth Management, LLC 0.16% Reduce -0.5% 7,798 $1.2M
Gould Asset Management LLC 0.19% Reduce -2.8% 7,732 $1.2M
Next Level Wealth Planning, LLC 0.54% Add +2.3% 7,729 $1.2M
MBA Advisors LLC 0.41% Reduce -3.4% 7,682 $1.2M
Steigerwald, Gordon & Koch Inc. 0.12% Reduce -1.3% 7,680 $1.2M
Tempus Wealth Planning, LLC 0.24% Reduce -10.1% 7,679 $1.2M
Capital Advisors, Ltd. LLC 0.12% Add +6.9% 7,669 $1.2M
LJI Wealth Management, LLC 0.17% Reduce -11.9% 7,651 $1.2M
Triad Wealth Partners, LLC 0.07% Add +25.7% 7,416 $1.2M
Private Capital Management, LLC 0.11% Add +8.4% 7,616 $1.2M
Beese Fulmer Investment Management, Inc. 0.07% Reduce -0.9% 7,595 $1.2M
Vista Investment Management 0.36% Reduce -0.1% 7,590 $1.2M
LOM Asset Management Ltd 0.31% Add +0.8% 7,580 $1.2M
Stonehearth Capital Management, LLC 0.41% Reduce -3.7% 7,540 $1.2M
SHP Wealth Management 0.08% Add +3.8% 7,535 $1.2M
Welch Group, LLC 0.04% Add +8.2% 7,526 $1.2M
Patton Albertson Miller Group, LLC 0.12% Reduce -1.8% 7,510 $1.2M
Advyzon Investment Management, LLC 0.09% Add +5.7% 7,461 $1.2M
SVB Wealth LLC 0.07% New 7,447 $1.2M
Apollon Financial, LLC 0.14% Add +8.1% 7,428 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -77.7% 7,385 $1.2M
Concord Wealth Partners 0.13% Reduce -6.0% 7,365 $1.2M
Fort Sheridan Advisors LLC 0.13% Reduce -2.9% 7,355 $1.2M
Columbia River Financial Group, LLC 0.62% Reduce -1.1% 7,350 $1.2M
Aspen Grove Capital, LLC 0.17% No change 7,346 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.46% Reduce -3.0% 7,262 $1.1M
Greenhouse Wealth Management, LLC 0.80% Add +0.5% 7,238 $1.1M
Quartz Partners, LLC 0.37% Add +2.4% 7,221 $1.1M
Macco Financial Group, Inc. 0.74% Add +81.3% 7,211 $1.1M
Kintra Wealth, LLC 0.06% Reduce -1.7% 6,816 $1.1M
Courage Miller Partners, LLC 0.30% No change 7,200 $1.1M
New Republic Capital, LLC 0.26% Add +0.3% 7,172 $1.1M
Sterling Wealth Management, Inc. 0.28% Add +19.6% 7,139 $1.1M
Smith, Moore & Co. 0.07% Reduce -10.2% 7,119 $1.1M
Southland Equity Partners LLC 0.20% Reduce -1.2% 7,104 $1.1M
Continuum Advisory, LLC 0.09% Reduce -0.8% 7,096 $1.1M
Saxony Capital Management, LLC 0.51% Add +68.5% 7,091 $1.1M
Briaud Financial Planning Inc 0.29% Add +10.0% 7,074 $1.1M
Curtis Advisory Group, LLC 0.22% Reduce -3.8% 7,065 $1.1M
Moors & Cabot, Inc. 0.04% Add +3.7% 7,063 $1.1M
Saxon Interests, Inc. 0.31% Reduce -4.0% 7,019 $1.1M
Arq Wealth Advisors, LLC 0.14% New 6,861 $1.1M
NCM Capital Management, LLC 0.34% Reduce -2.2% 7,000 $1.1M
Oakmont Advisory Group, LLC 0.93% Add +10.2% 6,989 $1.1M
Taylor & Morgan Wealth Management, LLC 0.54% Add +0.5% 6,939 $1.1M
Condor Capital Management 0.08% Add +0.1% 6,935 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Add +1.1% 6,770 $1.1M
River Street Advisors LLC 0.32% Reduce -0.9% 6,901 $1.1M
Chatham Capital Group, Inc. 0.14% No change 6,881 $1.1M
TCI Wealth Advisors, Inc. 0.05% Add +41.3% 6,872 $1.1M
Harmony Asset Management LLC 0.29% Reduce -2.0% 6,858 $1.1M
Westbourne Investment Advisors, Inc. 0.30% No change 6,800 $1.1M
Keating Financial Advisory Services, Inc. 0.14% Reduce -0.1% 6,771 $1.1M
SigFig Wealth Management, LLC 0.03% Add +11.4% 6,743 $1.1M
Fragasso Financial Advisors Inc 0.06% Reduce -2.9% 6,735 $1.1M
Richards, Merrill & Peterson, Inc. 0.34% Reduce -4.2% 6,732 $1.1M
Facet Wealth, Inc. 0.02% Add +40.9% 6,668 $1.1M
Edgestream Partners, L.P. 0.03% Add +202.4% 6,661 $1.1M
XY Planning Network, Inc. 0.13% Add +32.0% 6,659 $1.1M
Optivise Advisory Services LLC 0.53% Add +10.9% 6,654 $1.1M
Corus Family Wealth Advisors 0.72% No change 6,627 $1.0M
Equity Wealth Partners, LLC 0.38% Add +43.3% 6,606 $1.0M
V2 Financial group LLC 0.39% Add +6.5% 6,606 $1.0M
Peak Retirement Planning, Inc. 0.17% Reduce -12.4% 6,597 $1.0M
Rothschild Wealth LLC 0.08% Reduce -44.2% 6,593 $1.0M
Alamar Capital Management, LLC 0.53% No change 6,585 $1.0M
Compass Financial Group, INC 0.12% Reduce -2.3% 6,584 $1.0M
American National Bank of Texas 0.95% Reduce -2.1% 6,576 $1.0M
Perennial Investment Advisors, LLC 0.07% Add +48.1% 6,574 $1.0M
GWN Securities Inc. 0.17% Add +0.1% 6,562 $1.0M
First National Bank Sioux Falls 0.28% No change 6,691 $1.0M
Sovran Advisors, LLC 0.08% Add +2.1% 6,264 $1.0M
Uptown Financial Advisors LLC 0.75% No change 6,490 $1.0M
BankPlus Trust Department 0.24% No change 6,458 $1.0M
Pennington Partners & Co., LLC 0.33% Add +18.9% 6,422 $1.0M
Glenview Trust Co 0.01% No change 6,401 $1.0M
Sax Wealth Advisors, LLC 0.04% Add +5.4% 6,819 $1.0M
Tompkins Financial Corp. 0.07% No change 6,384 $1.0M
Old Mission Investment Co LLC 0.21% Add +6.8% 6,381 $1.0M
Eastern Bank 0.02% Add +5.3% 6,381 $1.0M
Tenon Financial LLC 0.32% Add +149.2% 6,356 $1.0M
Heartland Bank & Trust Co 0.21% Reduce -1.2% 6,337 $1.0M
Factor Wealth Management LTD 0.15% Reduce -45.5% 6,330 $1.0M
Beaumont Financial Advisors, LLC 0.06% Reduce -4.2% 6,324 $999K
Marco Investment Management LLC 0.07% No change 6,300 $996K
Perryman Financial Advisory Inc. 0.13% Reduce -4.1% 6,272 $991K
Concord Asset Management, LLC 0.15% Reduce -7.1% 6,269 $991K
QRG Capital Management, Inc. 0.01% Add +4.3% 6,211 $982K
RHS Financial, LLC 0.40% Reduce -44.3% 6,210 $981K
FourThought Financial Partners, LLC 0.08% Reduce -1.6% 6,165 $974K
Jacobi Capital Management LLC 0.05% Add +0.1% 6,151 $972K
Asempa Wealth Advisors 0.74% Add +0.1% 6,148 $972K
FOCUS Wealth Advisors, LLC 0.45% No change 6,108 $965K
First National Bank of Mount Dora, Trust Investment Services 0.19% No change 6,107 $965K
National Philanthropic Trust 0.01% New 6,087 $962K
Smith Salley Wealth Management 0.04% Reduce -0.8% 6,084 $962K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.0% 6,069 $959K
Wynn Capital, LLC 0.43% No change 6,065 $958K
Paces Ferry Wealth Advisors, LLC 0.36% Add +5.6% 6,061 $958K
Midland Wealth Advisors, LLC 0.04% Reduce -35.8% 6,056 $957K
Haven Private, LLC 0.36% New 6,049 $956K
Rockbridge Investment Management, LCC 0.08% Add +0.1% 6,039 $954K
Obsidian Cio, LLC 0.71% Add +1644.5% 6,036 $954K
Cauble & Harre Wealth Management, Inc. 0.76% Reduce -3.7% 6,031 $953K
First Citizens Asset Management, Inc. 0.30% Reduce -2.1% 6,011 $950K
Register Financial Advisors LLC 0.29% Add +2.6% 5,955 $941K
Anson Capital, Inc. 0.61% Reduce -1.2% 5,906 $933K
PDS Planning, Inc 0.05% Add +0.3% 5,896 $932K
Pitcairn Wealth Advisors LLC 0.10% No change 5,890 $931K
Horizon Investment Services, LLC 0.26% Add +3.3% 5,866 $927K
Millstone Evans Group, LLC 0.50% Reduce -0.4% 5,837 $922K
LaFleur & Godfrey LLC 0.11% Add +3.2% 5,759 $910K
Robinson Smith Wealth Advisors LLC 0.54% New 5,750 $909K
Single Point Partners, LLC 0.16% Add +0.1% 5,730 $906K
Geneva Partners, LLC 0.24% Add +7.0% 5,705 $902K
WealthSpring Partners, LLC 0.77% Reduce -12.4% 5,695 $900K
FWG Investments, LLC. 0.47% Add +35.8% 5,679 $897K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -0.7% 5,635 $890K
Castleview Partners, LLC 0.39% Add +147.2% 5,613 $887K
Krilogy Financial LLC 0.03% Add +15.1% 5,610 $886K
Resonant Capital Advisors, LLC 0.04% No change 5,600 $885K
Kiley Juergens Wealth Management, LLC 0.14% No change 5,586 $883K
Mathes Company, Inc. 0.27% Add +5.2% 5,550 $877K
Access Financial Services, Inc. 0.29% No change 5,509 $871K
Bulwark Capital Corp 0.49% No change 5,481 $866K
American State Bank (Iowa) 0.35% No change 5,473 $865K
Steel Grove Capital Advisors, LLC 0.08% Add +0.5% 5,468 $864K
Tannin Capital LLC 0.57% Reduce -5.1% 5,448 $861K
Elevate Wealth Advisory, Inc. 0.49% Reduce -4.1% 5,424 $857K
Summit Wealth Group, LLC 0.17% Add +3.0% 5,416 $856K
Churchill Financial Advisors, LLC 0.16% Add +6.3% 5,411 $855K
Legend Capital Advisors LLC 0.46% No change 5,400 $853K
Ackerman Capital Advisors, LLC 0.17% No change 5,389 $852K
Greenleaf Trust 0.01% Reduce -0.1% 5,382 $851K
Jackson, Grant Investment Advisers, Inc. 0.26% Reduce -5.3% 5,359 $847K
Advance Capital Management, Inc. 0.03% Add +9.7% 5,333 $843K
Gradient Capital Advisors, LLC 0.19% Add +0.0% 5,309 $839K
Hurlow Wealth Management Group, Inc. 0.17% Add +44.3% 5,307 $839K
Cassady Wealth & Retirement Planning, LLC 0.39% Reduce -5.5% 5,258 $831K
Mayfair Advisory Group, LLC 0.25% Add +0.1% 5,113 $829K
Qube Research & Technologies Ltd 0.00% Reduce -40.0% 5,244 $829K
FSB Premier Wealth Management, Inc. 0.23% Add +5.8% 5,210 $823K
Fingerlakes Wealth Management, Inc. 0.44% Add +0.1% 5,197 $821K
McAlister, Sweet & Associates, Inc. 0.44% Add +6.7% 5,191 $820K
Sound Income Strategies, LLC 0.04% Reduce -0.6% 5,183 $819K
Florida Financial Advisors, LLC 0.14% Add +18.3% 5,178 $818K
Aldebaran Financial Inc. 0.66% Add +0.1% 5,175 $818K
Archford Capital Strategies, LLC 0.08% Reduce -4.6% 5,149 $814K
Fusion Capital, LLC 0.19% Add +3.8% 5,145 $813K
Orion Porfolio Solutions, LLC 0.01% Reduce -45.3% 5,139 $812K
San Luis Wealth Advisors LLC 0.12% Add +0.6% 5,122 $809K
Cahaba Wealth Management, Inc. 0.05% Reduce -13.7% 5,113 $808K
Interactive Financial Advisors, Inc. 0.49% Reduce -10.8% 5,316 $805K
WoodTrust Financial Corp 0.10% Reduce -0.3% 5,076 $802K
Brown Financial Advisory 0.33% Reduce -19.4% 5,074 $802K
DiPaolo Financial Group, Inc. 0.52% Add +3.3% 5,030 $795K
Seamount Financial Group Inc. 0.32% Reduce -3.0% 5,021 $793K
CM Wealth Advisors LLC 0.14% No change 5,017 $793K
Pension & Wealth Management Advisors, Inc. 0.21% Reduce -2.0% 4,994 $789K
Mason Investment Advisory Services, Inc. 0.03% Add +13.4% 4,973 $786K
Aerodigm Wealth, LLC 0.27% Reduce -1.2% 4,969 $785K
Exchange Bank 0.49% Add +61.0% 4,967 $785K
Allegheny Financial Group 0.08% Add +30.5% 4,957 $783K
FLC Capital Advisors 0.13% Reduce -4.6% 4,928 $779K
Founders Financial Alliance, LLC 0.10% Reduce -78.7% 4,920 $777K
United Advisor Group, LLC 0.08% Reduce -2.0% 4,917 $777K
MV Capital Management, Inc. 0.07% No change 4,912 $776K
Arbor Wealth Advisors LLC 0.47% No change 4,909 $776K
Aaron Wealth Advisors LLC 0.04% No change 4,888 $772K
Stratos Investment Management, LLC 0.03% Reduce -28.4% 4,883 $772K
Bayban 0.59% No change 4,863 $769K
Lantern Wealth Advisors, LLC 0.35% Add +1.4% 4,856 $767K
Meridian Management Co. 0.17% No change 4,855 $767K
KFA Private Wealth Group, LLC 0.18% Reduce -51.7% 4,801 $759K
Cedar Wealth Management, LLC 0.19% No change 4,798 $758K
Destination Wealth Management 0.02% Reduce -11.0% 4,798 $758K
Invictus Private Wealth, LLC 0.04% Reduce -0.9% 4,797 $758K
Boston Family Office LLC 0.05% No change 4,768 $753K
Van Hulzen Asset Management, LLC 0.05% Reduce -0.3% 4,764 $753K
Fiducient Advisors LLC 0.11% Add +5.5% 4,764 $753K
AlphaCore Capital LLC 0.01% Add +3.2% 4,758 $752K
Everest Financial Group LLC 0.10% Add +2.7% 4,755 $751K
Milestone Asset Management, LLC 0.12% New 4,687 $741K
Sage Mountain Advisors LLC 0.04% Add +10.9% 4,634 $732K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -6.3% 4,629 $732K
Becker Capital Management Inc. 0.02% Reduce -4.9% 4,599 $727K
Brookwood Investment Group LLC 0.08% Add +10.6% 4,597 $726K
Summit Trail Advisors, LLC 0.01% Reduce -8.7% 4,577 $723K
Hantz Financial Services, Inc. 0.01% Add +0.4% 4,575 $723K
NTV Asset Management LLC 0.07% Reduce -0.5% 4,557 $720K
Element Wealth, LLC 0.27% Add +2.6% 4,550 $719K
Quadrant Capital Group LLC 0.02% No change 4,541 $718K
Green Ridge Wealth Planning LLC 0.30% No change 4,535 $717K
Hubbell Strickland Wealth Management, LLC 0.26% Add +0.2% 4,535 $717K
Bfsg, LLC 0.06% Reduce -6.6% 4,535 $717K
HHM Wealth Advisors, LLC 0.07% No change 4,529 $716K
Ade, LLC 0.30% Reduce -0.4% 4,505 $712K
Richwood Investment Advisors, LLC 0.50% Reduce -11.8% 4,498 $711K
Cutler Investment Counsel LLC 0.07% Add +3.1% 4,464 $705K
Insight Advisors, LLC/ PA 0.12% Reduce -4.6% 4,457 $704K
Fortis Group Advisors, LLC 0.11% Add +98.6% 4,448 $703K
BCM Advisors, LLC 0.14% Reduce -3.5% 4,320 $701K
Summit Wealth & Retirement Planning, Inc. 0.15% No change 4,434 $701K
Libra Wealth LLC 0.18% No change 4,429 $700K
Pittenger & Anderson Inc. 0.03% Add +0.1% 4,420 $698K
SeaCrest Wealth Management, LLC 0.08% Add +1.2% 4,413 $697K
TrueWealth Advisors, LLC 0.16% No change 4,412 $697K
Hengehold Capital Management LLC 0.05% Add +4.8% 4,408 $697K
Charis Legacy Partners, LLC 0.85% No change 4,393 $694K
Tanglewood Legacy Advisors, LLC 0.22% No change 4,383 $693K
Sound Portfolio Advisors, LLC 0.49% Reduce -0.8% 4,380 $692K
KRM Wealth Management L.L.C. 0.30% Reduce -0.3% 4,370 $691K
Ballast Rock Private Wealth LLC 0.32% Reduce -2.3% 4,363 $689K
CWA Asset Management Group, LLC 0.02% Add +69.9% 4,344 $686K
Keystone Wealth Services, LLC 0.13% Reduce -0.6% 4,343 $686K
Caldwell Trust Co 0.06% Reduce -7.5% 4,342 $686K
Brio Consultants, LLC 0.08% No change 4,334 $685K
Mustard Seed Financial, LLC 0.35% Add +1.4% 4,312 $681K
Hirtle & Co., LLC 0.02% No change 4,306 $680K
Frisch Financial Group, Inc. 0.12% Reduce -2.2% 4,295 $679K
Altrius Capital Management Inc 0.13% Add +1.0% 4,280 $676K
SWS Partners 0.15% Add +0.3% 4,280 $676K
ProVise Management Group, LLC 0.05% Add +0.2% 4,276 $676K
Verum Partners LLC 0.10% Add +0.3% 4,271 $675K
Aberdeen Wealth Management LLC 0.32% Reduce -4.4% 4,266 $674K
Ipsen Advisor Group LLC 0.43% Add +0.5% 4,259 $673K
Integrated Investment Consultants, LLC 0.13% No change 4,259 $673K
Soltis Investment Advisors LLC 0.04% Reduce -10.7% 4,258 $673K
Bragg Financial Advisors, Inc 0.02% Reduce -2.9% 4,255 $672K
Ledyard National Bank 0.05% Reduce -2.3% 4,249 $671K
Scott & Selber, Inc. 0.14% Add +0.1% 4,245 $671K
MMBG Investment Advisors Co. 0.05% Add +11.5% 4,243 $671K
WESPAC Advisors, LLC 0.33% Add +93.2% 4,222 $667K
Private Client Services, LLC 0.17% Add +2.4% 4,222 $667K
Quotient Wealth Partners, LLC 0.02% Add +4.6% 4,211 $665K
Triumph Capital Management 0.12% Add +0.6% 4,210 $665K
Whalerock Point Partners, LLC 0.12% No change 4,158 $657K
Milestone Asset Management Group, LLC 0.33% Add +15.5% 4,150 $656K
Mitchell McLeod Pugh & Williams Inc. 0.08% Add +0.6% 4,148 $655K
Sage Financial Group Inc. 0.04% Add +12.0% 4,144 $655K
MBE Wealth Management, LLC 0.23% Add +4.2% 4,127 $652K
Brown, Lisle/Cummings, Inc. 0.15% No change 4,110 $650K
Cassaday & Co Wealth Management LLC 0.01% Add +15.0% 4,109 $649K
Ferguson Wellman Capital Management, Inc. 0.01% No change 4,107 $649K
Mitchell Sinkler & Starr 0.27% No change 4,095 $647K
Ti-Trust, Inc. 0.35% Reduce -64.7% 4,084 $645K
BCS Wealth Management 0.12% Add +41.9% 4,073 $644K
LiftPoint Family Wealth Advisors LLC 0.44% No change 4,068 $643K
MWA Asset Management 0.29% Add +1.9% 4,065 $642K
EFG International AG 0.01% No change 4,053 $640K
Ameritas Investment Partners, Inc. 0.02% Add +5.0% 4,048 $640K
Fortitude Advisory Group L.L.C. 0.24% Reduce -1.1% 4,037 $638K
Meridian Financial Advisors, LLC 0.31% Reduce -7.8% 4,032 $637K
Asset One Wealth Management LLC 0.07% Add +21.5% 3,974 $636K
Constant Guidance Financial LLC 0.40% Add +8.2% 4,017 $635K
Northeast Investment Management 0.02% No change 4,004 $633K
Summa Corp. 0.20% No change 4,000 $632K
Next Level Private LLC 0.12% Reduce -4.0% 3,996 $632K
Zacks Investment Management 0.00% Add +132.2% 3,975 $628K
FWG Holdings, LLC 0.22% Add +0.5% 3,860 $626K
Emergent Wealth Advisors, LLC 0.33% Reduce -0.1% 3,957 $625K
Ames National Corp. 0.34% No change 3,955 $625K
BSW Wealth Partners 0.07% Reduce -10.5% 3,952 $625K
Tower View Wealth Management LLC 0.27% Reduce -0.5% 3,946 $624K
Sterling Investment Counsel, LLC 0.15% Add +37.7% 3,941 $623K
Laraway Financial Advisors Inc 0.38% Add +3.1% 3,938 $622K
S.A. Mason LLC 0.19% No change 3,938 $622K
Paladin Advisory Group, LLC 0.41% No change 3,938 $622K
Capital Square, LLC 0.27% Add +1.8% 3,860 $622K
Lee Danner & Bass Inc. 0.04% Reduce -2.1% 3,906 $617K
Community Trust & Investment Co. 0.03% Reduce -9.3% 3,905 $617K
Cura Wealth Advisors, LLC 0.26% No change 3,900 $616K
Covenant Asset Management, LLC 0.11% Reduce -18.7% 3,896 $616K
Colonial Trust Co / SC 0.08% Reduce -11.4% 3,890 $615K
Wealth Alliance, LLC 0.05% Reduce -7.5% 3,887 $614K
Heritage Trust Co 0.05% No change 3,878 $613K
Legacy Wealth Advisors, LLC 0.26% Reduce -13.0% 3,871 $612K
Mosaic Financial Group, LLC 0.39% Add +0.1% 3,862 $610K
Wealthstar Advisors, LLC 0.30% Add +0.1% 3,848 $608K
Wealth Effects LLC 0.16% Reduce -0.3% 3,846 $608K
Atlantic Union Bankshares Corp 0.01% Add +16.2% 3,845 $608K
Keystone Global Partners, LLC 0.23% No change 3,813 $603K
Logan Capital Management Inc. 0.02% — 3,800 $601K
Innovative Wealth Building LLC 0.35% Add +6.8% 3,795 $600K
Barry Investment Advisors, LLC 0.13% Reduce -21.2% 3,785 $598K
Aspen Wealth Management LLC 0.10% Add +0.1% 3,785 $598K
Per Stirling Capital Management, LLC. 0.06% Add +13.6% 3,783 $598K
RCW Management, LLC 0.54% No change 3,780 $597K
KG Capital Management 0.36% Reduce -1.6% 3,777 $597K
Rathbones Group PLC 0.00% Reduce -34.4% 3,772 $596K
LCNB Corp. 0.18% No change 3,770 $596K
Integris Wealth Management, LLC 0.12% No change 3,763 $595K
St Germain D J Co. Inc. 0.02% Reduce -3.9% 3,754 $593K
Richardson Capital Management LLC 0.25% Add +0.2% 3,744 $592K
Semus Wealth Partners LLC 0.29% Add +0.4% 3,741 $591K
Caitlin John, LLC 0.32% Add +102.4% 3,737 $591K
FSM Wealth Advisors, LLC 0.06% Add +0.1% 3,732 $590K
Legacy Financial Strategies, LLC 0.09% Add +160.8% 3,730 $589K
Norden Group LLC 0.05% Add +4.5% 3,729 $589K
GenTrust, LLC 0.02% No change 3,716 $587K
Carnegie Lake Advisors LLC 0.22% Reduce -3.4% 3,708 $586K
Pacific Excel Wealth Advisors, Inc. 0.23% New 3,708 $586K
Heritage Family Offices, LLP 0.23% No change 3,708 $586K
Elgethun Capital Management 0.08% No change 3,700 $585K
Koenig Investment Advisory, LLC 0.45% Reduce -16.9% 3,687 $583K
First Heartland Consultants, Inc. 0.04% Reduce -0.4% 3,665 $579K
GDS Wealth Management 0.03% Add +6.7% 3,659 $578K
Provenance Wealth Advisors, LLC 0.06% No change 3,653 $577K
Scarborough Advisors, LLC 0.07% Reduce -4.2% 3,600 $577K
Snider Financial Group 0.15% Reduce -13.3% 3,636 $575K
Harfst & Associates, Inc. 0.09% Reduce -6.8% 3,612 $571K
Latitude Advisors, LLC 0.23% Add +7.5% 3,596 $568K
Blue Fin Capital, Inc. 0.08% No change 3,593 $568K
Fortis Capital Advisors, LLC 0.06% Add +7.8% 3,590 $567K
Invested Advisors 0.50% Reduce -16.9% 3,589 $567K
Cyndeo Wealth Partners, LLC 0.03% Add +22.5% 3,584 $566K
Bay Rivers Group 0.19% Reduce -10.1% 3,568 $564K
Russell Investments Group, Ltd. 0.00% Reduce -6.1% 3,560 $563K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.0% 3,559 $563K
Essential Partners LLC 0.26% Add +0.2% 3,559 $562K
Friday Financial 0.15% No change 3,499 $562K
Manuka Financial, LLC 0.29% Add +0.1% 3,550 $561K
Arkfeld Wealth Strategies, L.L.C. 0.17% Add +0.6% 3,501 $561K
Reliant Investment Partners, LLC 0.38% Reduce -1.4% 3,544 $560K
Van Den Berg Management I, Inc. 0.12% Reduce -3.0% 3,537 $559K
Mission Financial Group, LLC 0.46% — 3,535 $559K
Garde Capital, Inc. 0.03% Reduce -34.8% 3,532 $558K
Expressive Wealth LLC 0.53% Add +2.3% 3,530 $558K
Rockwood Wealth Management, LLC 0.04% Add +142.4% 3,519 $556K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.8% 3,501 $553K
ORBA Wealth Advisors, L.L.C. 0.47% Reduce -47.1% 3,500 $553K
Mars Jewett Financial Group, Inc. 0.11% No change 3,498 $553K
Calder Financial LLC 0.52% Reduce -1.0% 3,476 $549K
Simmons Bank 0.03% No change 3,475 $549K
American Institute for Advanced Investment Management, LLP 0.32% Reduce -8.0% 3,465 $548K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,461 $547K
Comprehensive Financial Planning, Inc. 0.29% Add +1.4% 3,458 $547K
Pure Financial Advisors, LLC 0.01% Reduce -3.2% 3,455 $546K
Trust Co. of Toledo NA 0.05% No change 3,455 $546K
Montag A & Associates Inc. 0.02% No change 3,455 $546K
Syntegra Private Wealth Group, LLC 0.04% Reduce -4.6% 3,453 $546K
Prosperity Consulting Group, LLC 0.02% Reduce -0.5% 3,442 $544K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $543K
KOM Wealth Management Group, LLC 0.33% Add +4.2% 3,413 $539K
Willner & Heller, LLC 0.34% Reduce -1.3% 3,388 $535K
Nuveen, LLC 0.00% New 3,389 $535K
Commonwealth Retirement Investments LLC 0.15% Reduce -7.6% 3,386 $535K
Hanson & Doremus Investment Management 0.05% Reduce -2.2% 3,381 $534K
River Wealth Advisors LLC 0.06% Reduce -0.3% 3,374 $533K
HRC Wealth Management, LLC 0.22% Add +14.8% 3,368 $532K
Invst, LLC 0.05% No change 3,362 $531K
Waterfront Wealth Inc. 0.08% Reduce -0.2% 3,289 $530K
Tudor Financial Inc. 0.24% Add +10.8% 3,326 $526K
Mullooly Asset Management, Inc. 0.16% Add +25.5% 3,318 $524K
Weitzel Financial Services, Inc. 0.18% Reduce -0.1% 3,301 $524K
Maltin Wealth Management, Inc. 0.18% Reduce -0.8% 3,313 $524K
Noble Family Wealth, LLC 0.09% Add +17.8% 3,309 $523K
Retirement Income Solutions, Inc. 0.09% No change 3,518 $521K
Leo H. Evart, Inc. 0.41% Add +9.7% 3,295 $521K
Advisory Alpha, LLC 0.01% Add +0.7% 3,286 $520K
Financial Network Wealth Advisors LLC 0.53% Add +1.1% 3,277 $518K
Great Lakes Retirement, Inc. 0.05% Add +0.6% 3,269 $517K
Canandaigua National Bank & Trust Co. 0.04% — 3,257 $515K
LexAurum Advisors, LLC 0.06% Reduce -1.4% 3,257 $515K
Mitchell & Pahl Private Wealth, LLC 0.19% No change 3,256 $515K
Baker Avenue Asset Management, LP 0.01% Add +34.7% 3,244 $513K
Trellis Wealth Advisors LLC 0.18% Add +0.6% 3,238 $512K
Hilton Head Capital Partners, LLC 0.26% Add +0.4% 3,221 $509K
Astoria Portfolio Advisors LLC. 0.09% Add +1.9% 3,205 $507K
Fortress Private Ledger, LLC 0.14% Add +10.8% 3,202 $506K
Alpine Woods Capital Investors, LLC 0.11% No change 3,200 $506K
Dearborn Partners LLC 0.03% No change 3,200 $506K
Eagle Bay Advisors LLC 0.38% No change 3,174 $502K
Peddock Capital Advisors, LLC 0.10% Reduce -3.2% 3,157 $499K
GHP Investment Advisors, Inc. 0.02% Reduce -0.2% 3,154 $499K
Main Management LLC 0.03% No change 3,138 $496K
Kirkwood Financial Services 0.14% Reduce -0.8% 3,137 $496K
Dahring | Cusmano LLC 0.26% Reduce -0.3% 3,131 $495K
Cathy Pareto & Associates, Inc. 0.29% Add +0.6% 3,129 $495K
Strategic Advocates LLC 1.91% Add +90.3% 3,125 $494K
Roberts Glore & Co. Inc. 0.12% No change 3,118 $493K
Syverson Strege & Co 0.11% No change 3,114 $492K
Teamwork Financial Advisors, LLC 0.05% Reduce -4.0% 3,113 $492K
Strategic Investment Advisors / MI 0.03% New 3,111 $492K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.4% 3,108 $491K
AlphaCentric Advisors LLC 0.42% Add +0.3% 3,106 $491K
Vannoy Advisory Group, Inc. 0.28% No change 3,101 $490K
Curbstone Financial Management Corp 0.08% Reduce -4.6% 3,100 $490K
SOA Wealth Advisors, LLC. 0.08% Add +0.3% 3,091 $488K
First Foundation Advisors 0.02% Reduce -2.1% 3,078 $486K
Barrett & Company, Inc. 0.14% No change 3,075 $486K
Novak & Powell Financial Services, Inc. 0.23% Reduce -0.5% 3,068 $485K
Newport Capital Group, LLC 0.27% Add +4.2% 3,059 $483K
Quest 10 Wealth Builders, Inc. 0.37% Reduce -1.1% 3,049 $482K
Kinetic Wealth Investment Advisors LLC 0.23% — 3,036 $480K
Passive Capital Management, LLC. 0.15% No change 3,326 $477K
Aua Capital Management, LLC 0.22% No change 3,016 $477K
Earned Wealth Advisors, LLC 0.03% Add +44.7% 3,016 $477K
Sandy Cove Advisors, LLC 0.12% No change 3,000 $474K
Chemistry Wealth Management LLC 0.08% Add +11.0% 2,999 $474K
Legacy Edge Advisors, LLC 0.04% Reduce -18.7% 2,992 $473K
Unconventional Investor, LLC 0.20% No change 2,989 $472K
Cornerstone Financial Group, LLC 0.29% Add +0.5% 2,985 $472K
United Financial Planning Group LLC 0.24% No change 2,983 $471K
Maripau Wealth Management LLC 0.17% Add +13.8% 2,982 $471K
Mystic Asset Management, Inc. 0.10% Reduce -2.5% 2,981 $471K
Old Second National Bank of Aurora 0.09% No change 2,978 $471K
Ingalls & Snyder LLC 0.01% No change 2,960 $468K
Schiavi & Co LLC 0.12% Add +29.0% 4,763 $468K
Silver Coast Investments LLC 0.14% Add +3.4% 2,951 $466K
Asset Advisory Group, Inc. 0.20% Add +0.2% 2,942 $465K
Raffa Wealth Management, LLC 0.06% Add +0.1% 2,936 $464K
Symphony Financial, Ltd. Co. 0.05% New 2,935 $464K
Boston Trust Walden Corp 0.00% No change 2,935 $464K
Shulman DeMeo Asset Management LLC 0.09% Reduce -0.1% 2,929 $463K
CFS Investment Advisory Services, LLC 0.03% No change 2,892 $461K
L. Roy Papp & Associates, LLP 0.05% Reduce -7.0% 2,908 $460K
Calamos Wealth Management LLC 0.01% Add +2.1% 2,903 $459K
PTM Wealth Management, LLC 0.21% Add +0.8% 2,819 $457K
Wealth Preservation Advisors, LLC 0.26% No change 2,888 $456K
Westmount Partners, LLC 0.10% Add +0.5% 2,888 $456K
Tanager Wealth Management LLP 0.04% Add +65.4% 2,884 $456K
Breakwater Capital Group 0.05% No change 2,875 $454K
Palladiem, LLC 0.44% New 2,840 $449K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.1% 2,797 $448K
Clarity Wealth Advisors, LLC 0.08% No change 2,826 $447K
Kagan Cocozza Asset Management 0.28% Reduce -3.0% 2,826 $447K
Aft, Forsyth & Company, Inc. 0.21% Reduce -24.8% 2,806 $444K
Team Financial Group, LLC 0.19% Reduce -14.9% 2,799 $442K
Semitam Bonam LLC 0.32% No change 2,797 $442K
Strategic Financial Concepts, LLC 0.13% Reduce -52.2% 2,791 $441K
Smith Chas P & Associates Pa Cpas 0.02% No change 2,785 $440K
Granite Bay Wealth Management, LLC 0.04% New 2,784 $440K
Premier Path Wealth Partners, LLC 0.05% Reduce -7.6% 2,780 $439K
Forum Financial Management, LP 0.01% Reduce -9.3% 2,779 $439K
Texas Yale Capital Corp. 0.01% No change 2,764 $437K
Carroll Advisory Group, LLC 0.14% Add +25.2% 2,746 $434K
Morris Financial Concepts, Inc. 0.13% Reduce -0.9% 2,742 $433K
Armbruster Capital Management, Inc. 0.06% No change 2,742 $433K
Resurgent Financial Advisors LLC 0.12% No change 2,738 $433K
TD Private Client Wealth LLC 0.01% Add +24745.5% 2,733 $432K
Jefferies Financial Group Inc. 0.00% Add +0.6% 2,723 $430K
Capital Asset Advisory Services LLC 0.02% Reduce -8.2% 2,721 $430K
Birch Hill Investment Advisors LLC 0.02% No change 2,720 $430K
Selective Wealth Management, Inc. 0.11% Add +0.0% 2,682 $430K
Breachway Investments LLC 0.65% Reduce -18.9% 2,717 $429K
Cabana LLC 3.23% Add +0.6% 2,715 $429K
First National Advisers, LLC 0.06% Reduce -39.3% 2,715 $429K
Institute for Wealth Management, LLC. 0.04% Add +4.7% 2,712 $429K
Sage Capital Management, LLC 0.17% Add +0.6% 2,696 $426K
Eagle Wealth Strategies LLC 0.16% Add +0.1% 2,696 $426K
First Interstate Bank 0.02% New 2,682 $424K
Foguth Wealth Management, LLC. 0.05% Add +0.2% 2,659 $424K
Atlantic Family Wealth, LLC 0.27% Reduce -8.9% 2,675 $423K
Acropolis Investment Management, LLC 0.02% Add +0.0% 2,672 $422K
Plan Group Financial, LLC 0.09% Reduce -0.9% 2,671 $422K
Cheviot Value Management, LLC 0.04% No change 2,662 $421K
Castle Wealth Management LLC 0.12% Add +0.1% 2,651 $419K
HMV Wealth Advisors, LLC 0.16% No change 2,650 $419K
Texas Bank & Trust Co 0.14% No change 2,646 $418K
RMR Capital Management, LLC 0.29% No change 2,643 $418K
Principia Wealth Advisory, LLC 0.21% Reduce -2.4% 2,635 $416K
Heritage Wealth Management, Inc. 0.10% New 2,635 $416K
OneAscent Wealth Management LLC 0.12% New 2,634 $416K
MilWealth Group LLC 0.09% No change 2,633 $416K
Insight Wealth Strategies, LLC 0.04% Reduce -14.3% 2,601 $412K
Daiwa Securities Group Inc. 0.00% Add +16.3% 2,602 $411K
First Wilshire Securities Management Inc. 0.08% No change 2,600 $411K
Waterway Wealth Management, LLC 0.08% No change 2,600 $411K
L.K. Benson & Company, P.C. 0.12% Reduce -15.2% 2,592 $410K
Allied Private Wealth LLC 0.26% — 2,549 $407K
Olde Wealth Management, LLC 0.12% No change 2,578 $407K
Optima Capital LLC 0.16% Reduce -9.2% 2,575 $407K
Guardian Capital, LLC 0.33% Reduce -24.9% 2,574 $407K
Brightwater Advisory LLC 0.26% No change 2,572 $406K
Davis R M Inc. 0.01% Add +2.7% 2,563 $405K
Marquette Asset Management, LLC 0.05% No change 2,555 $404K
CIBC Asset Management Inc 0.00% No change 2,555 $404K
Berkshire Asset Management LLC 0.02% Add +3.0% 2,553 $404K
Canal Capital Management, LLC 0.05% Add +0.6% 2,548 $403K
Csenge Advisory Group 0.02% Add +10.4% 2,547 $403K
Petra Financial Advisors Inc. 0.19% New 2,537 $401K
Sprott Inc. 0.01% New 2,537 $401K
Clark Asset Management, LLC 0.03% Add +8.9% 2,528 $399K
Index Fund Advisors, Inc. 0.02% Add +3.4% 2,525 $399K
TRUE Private Wealth Advisors 0.03% Reduce -0.6% 2,520 $398K
Coastal Bridge Advisors, LLC 0.02% Reduce -1.4% 2,519 $398K
Portside Wealth Group, LLC 0.05% Add +4.3% 2,517 $398K
McAdam, LLC 0.02% Reduce -30.8% 2,516 $398K
Horizon Investments, LLC 0.00% Reduce -43.7% 2,515 $397K
Acorn Wealth Advisors, LLC 0.10% Add +9.4% 2,510 $397K
Blom & Howell Financial Planning, Inc. 0.33% Reduce -10.4% 2,505 $396K
Kavar Capital Partners Group, LLC 0.05% Add +25.0% 2,500 $395K
Wealth Management Strategies, Inc. 0.15% Reduce -0.2% 2,499 $395K
Disciplined Investments, LLC 0.13% No change 2,488 $393K
Park Edge Advisors, LLC 0.08% No change 2,485 $393K
Alpine Bank Wealth Management 0.05% Reduce -45.2% 2,484 $393K
Third View Private Wealth, LLC 0.05% Reduce -5.2% 2,481 $392K
Matrix Private Capital Group LLC 0.17% Add +0.0% 2,480 $392K
Firestone Capital Management 0.07% Add +0.5% 2,475 $391K
Kraft, Davis & Associates, LLC 0.08% Add +0.1% 2,442 $391K
Golden State Wealth Management, LLC 0.04% Reduce -23.0% 2,469 $390K
Kanawha Capital Management LLC 0.03% No change 2,465 $390K
Rodgers & Associates, LTD 0.04% No change 2,462 $389K
Mezzasalma Advisors, LLC 0.08% Reduce -2.0% 2,453 $388K
Blue Trust, Inc. 0.00% Reduce -2.6% 2,447 $387K
Wescott Financial Advisory Group, LLC 0.03% No change 2,444 $386K
Legacy Private Trust Co. 0.02% Reduce -3.4% 2,442 $386K
Northwest Wealth Advisors, LLC 0.22% Add +0.2% 2,440 $386K
Global Financial Private Client, LLC 0.10% Reduce -2.9% 2,438 $385K
NBT Bank, N.A. 0.03% No change 2,432 $384K
Veridan Wealth LLC 0.13% Reduce -9.1% 2,427 $384K
Olistico Wealth, LLC 0.16% Add +15052.8% 365,939 $382K
Dravo Bay LLC 0.13% Reduce -14.3% 2,411 $381K
Hollencrest Capital Management 0.02% No change 2,400 $379K
Redwood Investment Management, LLC 0.04% Reduce -12.9% 2,400 $379K
Cooper/Haims Advisors, LLC 0.16% New 2,392 $378K
Timbuktu Capital Management, LLC 0.57% — 2,379 $376K
Aviance Capital Partners, LLC 0.04% No change 2,377 $376K
Empower Advisory Group, LLC 0.00% Reduce -40.9% 2,370 $375K
Patten & Patten Inc. 0.02% Add +0.1% 2,360 $373K
CVFG LLC 0.04% Add +0.4% 2,358 $373K
American Money Management, LLC 0.05% Reduce -1.8% 2,349 $371K
J2 Capital Management Inc 0.25% No change 2,348 $371K
Atwood & Palmer Inc. 0.02% Add +0.6% 2,341 $370K
Wealth Architects, LLC 0.03% No change 2,338 $370K
Strategic Wealth Investment Group, LLC 0.04% Add +18.7% 2,338 $369K
Rezny Wealth Management, Inc. 0.07% No change 2,330 $368K
Godsey & Gibb, Inc. 0.03% No change 2,310 $365K
Approach Retirement Advisors, LLC 0.26% Add +1.2% 2,307 $365K
Bernicke Wealth Management, Ltd. 0.04% Add +8.0% 2,304 $364K
S Harris Financial Group, LLC 0.28% Reduce -1.2% 2,302 $364K
Journey Advisory Group, LLC 0.03% Reduce -5.0% 2,298 $363K
Keebeck Wealth Management 0.04% No change 2,287 $361K
Ghe, LLC 0.14% No change 2,285 $361K
Ruggiero Investments, Inc. 0.30% Add +0.1% 2,271 $359K
Cooper Financial Group 0.03% Add +19.4% 2,269 $359K
Steinberganna Wealth Management 0.15% Reduce -5.9% 2,266 $358K
Perspective Wealth Advisors LLC 0.20% Add +2.1% 2,258 $357K
Cambridge Advisors Inc. 0.06% No change 2,241 $354K
Naples Global Advisors, LLC 0.02% Reduce -3.2% 2,238 $354K
Private Wealth Asset Management, LLC 0.03% No change 2,237 $354K
Capital Investment Counsel, LLC 0.04% Add +5.5% 2,234 $353K
Bath Savings Trust Co 0.04% Add +33.3% 2,231 $353K
USAdvisors Wealth Management, LLC 0.10% Add +0.6% 2,228 $352K
Advus Financial Partners, LLC 0.08% Reduce -4.2% 2,227 $352K
1776 Wealth LLC 0.12% No change 2,223 $351K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.9% 2,222 $351K
Retirement Planning Group, LLC / NY 0.19% Add +0.3% 2,221 $351K
LMG Wealth Partners, LLC 0.06% No change 2,220 $351K
Princeton Global Asset Management LLC 0.05% Reduce -1.1% 2,213 $350K
Fisher Asset Management 0.00% Reduce -13.1% 2,213 $350K
Meramec Financial Planners, LLC 0.13% Add +5.1% 2,147 $349K
Caldwell Sutter Capital, Inc. 0.13% Add +4.5% 2,207 $349K
Cardinal Point Capital Management ULC 0.02% Add +1.9% 2,203 $348K
Channel Wealth LLC 0.08% Reduce -10.4% 2,203 $348K
Market Street Wealth Management Advisors LLC 0.05% No change 2,203 $348K
Diversified Enterprises, LLC 0.02% Add +2.2% 2,190 $346K
Kroeger Financial Partners 0.33% — 2,180 $345K
Strengthening Families & Communities, LLC 0.08% Add +0.4% 2,177 $344K
Zullo Investment Group, Inc. 0.12% New 2,175 $344K
Vantus Wealth LLC 0.18% — 2,172 $343K
Chemung Canal Trust Co. 0.06% No change 2,172 $343K
Gray Private Wealth, LLC 0.15% No change 2,172 $343K
Ballast Financial Advisors LLC 0.31% Reduce -5.5% 2,170 $343K
Brooks, Moore & Associates, Inc. 0.15% Add +1.6% 2,166 $342K
Galvin, Gaustad & Stein, LLC 0.03% Add +14.4% 2,164 $342K
Crusonia Wealth Advisors LLC 0.06% No change 2,164 $342K
Winch Advisory Services, LLC 0.07% Add +0.5% 2,153 $340K
Affiance Financial, LLC 0.05% New 2,151 $340K
McGuire Capital Advisors Inc. 0.19% No change 2,151 $340K
Holistic Financial Partners 0.21% Reduce -1.5% 2,150 $340K
Planning Directions Inc. 0.16% Add +0.6% 2,137 $338K
Client 1ST Advisory Group, LLC 0.09% No change 2,134 $337K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,130 $337K
Evercore Wealth Management, LLC 0.00% Reduce -4.5% 2,123 $335K
Johnson Bixby & Associates, LLC 0.04% Reduce -11.3% 2,116 $334K
RIA Advisory Group LLC 0.07% Reduce -0.3% 2,116 $334K
Moss Adams Wealth Advisors LLC 0.02% No change 2,113 $334K
Vista Capital Partners, Inc. 0.03% Reduce -11.4% 2,113 $334K
Blodgett Wealth Advisors, LLC 0.22% No change 2,107 $333K
Rakuten Securities, Inc. 0.08% Add +111.3% 2,107 $333K
Planning Strategies Inc. 0.21% — 2,107 $333K
Vigil Wealth Management, LLC 0.24% Reduce -13.6% 2,105 $333K
Greenline Partners, LLC 0.03% Add +0.1% 2,102 $332K
First Command Advisory Services, Inc. 0.00% Reduce -58.7% 2,101 $332K
Elmwood Wealth Management, Inc. 0.08% Add +6.2% 2,093 $331K
Wheelhouse Advisory Group LLC 0.09% Add +0.3% 2,091 $330K
Home Federal Bank of Tennessee 0.07% No change 2,087 $330K
Hudock, Inc. 0.04% Add +0.2% 2,085 $330K
Midwest Financial Group LLC 0.12% Add +0.3% 2,083 $329K
Arta Finance Wealth Management LLC 0.14% Reduce -6.3% 2,082 $329K
Maxele Advisors, LLC 0.23% — 2,082 $329K
American Financial Advisors, LLC 0.04% Reduce -0.1% 2,082 $329K
Lake Street Private Wealth, LLC 0.04% Add +0.1% 2,077 $328K
Headlands Technologies LLC 0.03% No change 2,069 $327K
Phillips Wealth Planners LLC 0.24% Reduce -1.6% 2,026 $325K
Brick & Kyle, Associates 0.11% No change 2,197 $325K
BLB&B Advisors, LLC 0.01% No change 2,059 $325K
Accredited Investors Inc. 0.01% Add +2.4% 2,059 $325K
Cascade Investment Advisors, Inc. 0.18% Reduce -8.9% 2,050 $324K
Strategic Financial Partners, Ltd. 0.12% No change 2,040 $322K
Avalon Capital Management 0.08% Add +0.6% 2,038 $322K
Twelve Points Wealth Management LLC 0.06% No change 2,033 $321K
BAM Wealth Management, LLC 0.20% Add +9.0% 2,022 $320K
Tennessee Valley Asset Management Partners 0.04% Add +0.1% 2,022 $319K
Altfest L J & Co. Inc. 0.03% Add +3.3% 2,020 $319K
Merited Wealth, LLC 0.23% Reduce -56.0% 2,014 $318K
Bank Ozk 0.09% No change 2,010 $318K
Campbell Deegan Wealth Management, LLC 0.23% Add +0.6% 2,005 $317K
Catalyst Private Wealth, LLC 0.15% No change 2,002 $316K
Trek Financial, LLC 0.02% Reduce -13.4% 2,001 $316K
PFC Capital Group, Inc. 0.12% No change 2,000 $316K
Tripletail Wealth Management, LLC 0.36% No change 1,980 $316K
MY Wealth Management Inc. 0.22% Reduce -27.4% 1,996 $315K
Leigh Baldwin & Co., LLC 0.17% No change 1,990 $314K
Revisor Wealth Management LLC 0.08% No change 1,985 $314K
TSA Wealth Managment LLC 0.09% No change 1,980 $313K
Center for Financial Planning, Inc. 0.03% No change 1,975 $312K
MassMutual Private Wealth & Trust, FSB 0.01% Add +37.3% 1,967 $311K
JB Capital LLC 0.01% Add +7.2% 1,966 $311K
Hopwood Financial Services, Inc. 0.18% Add +2.1% 1,954 $309K
Tucker Asset Management LLC 0.08% Reduce -6.0% 1,952 $308K
Jackson Wealth Management, LLC 0.18% Reduce -92.0% 1,948 $308K
Sequent Planning LLC 0.07% Add +31.0% 1,948 $308K
WealthPlan Investment Management, LLC 0.02% Add +0.4% 1,947 $308K
Colter Lewis Investment Partners LLC 0.14% No change 1,946 $308K
Legacy Financial Group LLC 0.03% No change 1,945 $307K
Weik Capital Management 0.12% No change 1,945 $307K
Paragon Private Wealth Management, LLC 0.08% Add +0.1% 1,941 $307K
Second Line Capital, LLC 0.06% Add +6.0% 1,937 $306K
Hill Investment Group Partners, LLC 0.03% New 1,929 $305K
Oregon Pacific Wealth Management, LLC 0.29% Reduce -6.5% 1,925 $304K
PGIM Custom Harvest LLC 0.00% Add +15.5% 1,923 $304K
Balance Wealth Partners LLC 0.08% Reduce -2.5% 1,920 $303K
Sentinel Pension Advisors, LLC 0.04% Add +13.3% 1,893 $303K
Commerce Advisors, LLC 0.16% Reduce -5.7% 1,916 $303K
WestHill Financial Advisors, Inc. 0.05% No change 1,914 $302K
Gibraltar Capital Management, Inc. 0.05% No change 1,911 $302K
Ferguson Shapiro LLC 0.09% Add +0.6% 1,909 $302K
Smith & Howard Wealth Management, LLC 0.06% Reduce -16.2% 1,908 $302K
Concentrum Wealth Management 0.07% No change 1,900 $300K
Aurora Private Wealth, Inc. 0.19% Reduce -11.9% 1,892 $299K
Sterling Wealth Advisors Inc 0.16% No change 1,892 $299K
Bokf, NA 0.00% No change 1,883 $298K
Perennial Advisors, LLC 0.05% New 1,881 $297K
Cape Investment Advisory, Inc. 0.08% Reduce -4.0% 1,881 $297K
Sankala Group LLC 0.20% No change 1,788 $296K
Yanni & Associates Investment Advisors, LLC 0.27% No change 1,874 $296K
ARS Wealth Advisors Group, LLC 0.02% No change 1,874 $296K
Dunhill Financial, LLC 0.06% Reduce -3.0% 1,872 $296K
New England Professional Planning Group Inc. 0.11% Reduce -33.8% 1,869 $295K
Weil Company, Inc. 0.05% No change 1,866 $295K
CWS Financial Advisors, LLC 0.07% Add +21.4% 1,863 $294K
Signature Equity Partners, LLC 0.13% Add +1.6% 1,856 $293K
Slagle Financial, LLC 0.09% Add +15.5% 1,853 $293K
AlTi Global, Inc. 0.01% Add +0.4% 1,850 $292K
PW Nova Financial Services LLC 0.06% Add +5.7% 1,848 $292K
Clifford Swan Investment Counsel LLC 0.01% No change 1,847 $292K
Global View Capital Management LLC 0.06% New 1,844 $291K
Monument Group Wealth Advisors, LLC 0.14% Reduce -12.3% 1,535 $291K
Farmers & Merchants Investments Inc. 0.01% No change 1,840 $291K
Perkins Coie Trust Co 0.05% Reduce -2.4% 1,835 $290K
Clearwater Capital Advisors, LLC 0.02% Reduce -19.7% 1,834 $290K
Garden State Investment Advisory Services LLC 0.06% Reduce -7.8% 1,833 $290K
Capital Management Associates, Inc 0.06% No change 1,825 $288K
Bedel Financial Consulting, Inc. 0.03% New 1,824 $288K
Madrona Financial Services, LLC 0.05% Add +15.0% 1,822 $288K
Planning Center, Inc. 0.03% No change 1,820 $288K
Founders Capital Management 0.12% Add +0.2% 1,817 $287K
Realta Investment Advisors 0.09% Add +1.3% 1,815 $287K
Vident Advisory, LLC 0.00% Add +2.8% 1,814 $287K
Greenspring Advisors, LLC 0.02% Add +0.1% 1,803 $285K
KFG Wealth Management, LLC 0.03% Add +0.3% 1,801 $285K
Vawter Financial, Ltd. 0.11% No change 1,800 $284K
Cannell & Spears LLC 0.01% Reduce -20.7% 1,800 $284K
Seeds Investor LLC 0.03% Reduce -0.6% 1,799 $284K
City National Bank of Florida 0.12% New 1,798 $284K
Heritage Wealth Advisors 0.01% No change 1,798 $284K
Red Crane Wealth Management, LLC 0.21% Add +0.5% 1,798 $284K
Ameriflex Group, Inc. 0.12% Reduce -4.4% 1,797 $284K
Silver Oak Wealth Advisors Services, LLC 0.17% No change 1,793 $283K
Financial Freedom, LLC 0.13% Add +0.3% 1,786 $282K
Alpha Financial Partners LLC 0.15% Reduce -0.5% 1,782 $282K
Leading Edge Financial Planning LLC 0.05% Reduce -4.3% 1,780 $281K
Summit Global Investments 0.02% Add +27.8% 1,777 $281K
Stone House Investment Management, LLC 0.04% Add +3.3% 1,769 $280K
Philadelphia Trust Co. 0.02% No change 1,765 $279K
Financial Futures Ltd Liability Co. 0.11% No change 1,762 $278K
Mountain Capital Investment Advisors Inc. 0.04% New 1,762 $278K
Cape Ann Savings Bank 0.13% Reduce -24.0% 1,757 $278K
MRA Advisory Group 0.10% Reduce -2.0% 1,748 $276K
Copia Wealth Management 0.17% Reduce -1.1% 1,742 $275K
Dover Advisors, LLC 0.11% No change 1,916 $275K
Princeton Capital Management LLC 0.06% No change 1,730 $273K
KMG Fiduciary Partners, LLC 0.03% No change 1,729 $273K
Bauman Advisory Group, LLC 0.14% New 1,729 $273K
Twin Peaks Wealth Advisors, LLC 0.06% Reduce -0.1% 1,724 $273K
Alpine Global Management, LLC 0.04% New 1,723 $272K
Bellevue Asset Management, LLC 0.13% Add +0.2% 1,721 $272K
Unified Investment Management 0.25% No change 1,716 $271K
Impact Partnership Wealth, LLC 0.03% New 1,712 $271K
Cornerstone Planning Group LLC 0.03% Add +0.5% 1,674 $271K
Ogorek Anthony Joseph /NY/ 0.07% Add +31.8% 1,709 $270K
Opal Wealth Advisors, LLC 0.06% Add +23.3% 1,708 $270K
ZEGA Investments, LLC 0.04% Reduce -25.8% 1,703 $269K
Swmg, LLC 0.06% No change 1,675 $268K
Kestra Investment Management, LLC 0.01% Reduce -3.3% 1,697 $268K
RiverFront Investment Group, LLC 0.00% Reduce -0.3% 1,695 $268K
Ellenbecker Investment Group 0.03% Add +5.8% 1,690 $267K
MA Private Wealth 0.04% No change 1,687 $267K
626 Financial, LLC 0.10% No change 1,686 $266K
ZynergyRetirementPlanningLLC 0.14% No change 1,685 $266K
Mullaney, Keating & Wright, Inc. 0.13% Reduce -1.8% 1,683 $266K
Caliber Wealth Management, LLC / KS 0.03% Add +16.8% 1,680 $265K
Everhart Financial Group, Inc. 0.02% Add +0.4% 1,678 $265K
Silver Oak Securities, Incorporated 0.02% Add +28.0% 1,678 $265K
West Branch Capital LLC 0.06% Reduce -5.9% 1,677 $265K
Strive Financial Group ,LLC 0.12% Add +29.1% 1,676 $265K
Appleton Partners Inc. 0.02% Reduce -28.2% 1,673 $264K
Ehrlich Financial Group 0.14% Reduce -5.9% 1,670 $264K
BWM Planning, LLC 0.06% No change 1,669 $264K
Van Cleef Asset Management,Inc 0.03% No change 1,663 $263K
Peachtree Investment Partners, LLC 0.08% Add +0.5% 1,663 $263K
Endeavor Private Wealth, Inc. 0.06% Add +4.1% 1,661 $262K
Independent Wealth Advisors LLC 0.24% Add +14.0% 1,658 $262K
Salem Investment Counselors Inc. 0.01% No change 1,658 $262K
KLCM Advisors, Inc. 0.02% New 1,654 $261K
JSF Financial, LLC 0.04% New 1,653 $261K
Commons Capital, LLC 0.18% New 1,650 $261K
Stonebridge Financial Group, LLC 0.04% — 1,646 $260K
Base Wealth Management LLC 0.12% Add +21.4% 1,644 $260K
TruNorth Capital Management, LLC 0.04% No change 1,638 $259K
True North Advisors, LLC 0.02% Reduce -5.1% 1,633 $258K
Lansing Street Advisors 0.06% Reduce -0.6% 1,633 $258K
Barnes Pettey Financial Advisors, LLC 0.08% New 1,629 $257K
Indiana Trust & Investment Management Co 0.07% No change 1,629 $257K
Pacific Financial Group Inc. 0.12% No change 1,628 $257K
Gradient Investments LLC 0.00% Reduce -57.7% 1,622 $256K
Beacon Capital Management, LLC 0.04% Add +0.4% 1,616 $255K
Main Line Retirement Advisors, LLC 0.12% New 1,615 $255K
Lakeshore Financial Planning, Inc. 0.08% No change 1,615 $255K
West Michigan Advisors, LLC 0.05% Reduce -7.1% 1,610 $254K
Moller Wealth Partners 0.05% Reduce -35.6% 1,602 $253K
Fortem Financial Group, LLC 0.05% No change 1,600 $253K
Dana Investment Advisors, Inc. 0.01% Add +0.9% 1,594 $252K
Sather Financial Group Inc 0.01% Reduce -11.8% 1,592 $252K
Financial Synergies Wealth Advisors, Inc. 0.02% No change 1,585 $250K
MBL Wealth, LLC 0.02% Add +7.0% 1,580 $250K
Keeler & Nadler Financial Planning & Wealth Management 0.07% Add +0.5% 1,579 $250K
Calton & Associates, Inc. 0.04% Reduce -39.6% 1,579 $250K
Mindset Wealth Management, LLC 0.05% Reduce -16.6% 1,577 $249K
Clarus Group, Inc. 0.08% No change 1,575 $249K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 1,572 $248K
S&A Financial Services, Inc. 0.15% Add +0.1% 1,565 $247K
Evolution Advisers, Inc. 0.09% No change 1,569 $247K
Security National Bank 0.03% No change 1,562 $247K
Crewe Advisors LLC 0.02% No change 1,562 $247K
Chapin Davis, Inc. 0.04% No change 1,555 $246K
Valley Wealth Managers, Inc. 0.01% Add +403.6% 1,546 $244K
Detalus Advisors, LLC 0.05% Reduce -57.1% 1,541 $244K
Nadler Financial Group, Inc. 0.02% Reduce -8.9% 1,541 $244K
Challenger Wealth Management 0.18% New 1,535 $243K
Vericrest Private Wealth 0.22% No change 1,533 $242K
Richardson Financial Services Inc. 0.14% No change 1,527 $241K
ETF Store, Inc. 0.20% Reduce -17.0% 1,524 $241K
Brucke Financial, Inc. 0.11% No change 1,518 $240K
First Bancorp, Inc 0.09% New 1,511 $239K
WPG Advisers, LLC 0.14% Add +7.6% 1,509 $238K
Strait & Sound Wealth Management LLC 0.08% No change 1,508 $238K
Jeppson Wealth Management, LLC 0.07% No change 1,500 $237K
BXM Wealth LLC 0.13% New 1,499 $237K
Orgel Wealth Management, LLC 0.00% New 1,499 $237K
Ridge Creek Global, Inc 0.18% No change 1,495 $236K
Cpwa, LLC 0.27% Reduce -2.2% 1,490 $235K
Private Management Group Inc. 0.01% Add +6.4% 1,486 $235K
MPWM Advisory Solutions, LLC 0.11% Add +0.1% 1,485 $235K
Level Wealth Management LLC 0.09% Add +0.5% 1,480 $234K
Topsail Wealth Management, LLC 0.03% No change 1,479 $234K
Frazier Financial Advisors, LLC 0.12% No change 1,478 $234K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $233K
Rialto Wealth Management, LLC 0.05% Add +6.2% 1,475 $233K
Hoxton Planning & Management, LLC 0.06% New 1,473 $233K
Eagle Harbor Asset Management Inc. 0.18% No change 1,470 $232K
Inlight Wealth Management, LLC 0.07% New 1,468 $232K
Berkeley, Inc 0.07% No change 1,466 $232K
Harbor Group, Inc. 0.03% New 1,466 $232K
Ellevest, Inc. 0.03% New 1,963 $232K
Capasso Planning Partners LLC 0.12% No change 1,464 $231K
Sun Group Wealth Partners 0.16% No change 1,462 $231K
WBH Advisory Inc. 0.02% No change 1,458 $230K
Cordatus Wealth Management LLC 0.05% New 1,457 $230K
Atlas Brown,Inc. 0.06% Reduce -0.7% 1,455 $230K
SkyOak Wealth, LLC 0.04% No change 1,455 $230K
Columbia Advisory Partners LLC 0.13% Add +3.4% 1,450 $229K
Meridian Wealth Partners, LLC 0.03% Reduce -14.7% 1,450 $229K
Van Diest Capital, LLC 0.21% New 1,450 $229K
North Capital, Inc. 0.17% No change 1,449 $229K
Wealth Watch Advisors, INC 0.07% New 1,448 $229K
Well Done, LLC 0.03% No change 1,445 $228K
Enclave Advisors LLC 0.03% No change 1,440 $228K
Headland Capital, LLC 0.06% No change 1,440 $228K
Altus Wealth Group LLC 0.08% Add +0.1% 1,438 $227K
North Forty Two & Co. 0.19% No change 1,436 $227K
Virginia Wealth Management Group, Inc. 0.12% New 1,436 $227K
Presilium Private Wealth, LLC 0.03% Reduce -3.2% 1,433 $226K
Fluent Financial, LLC 0.08% No change 1,432 $226K
Eley Financial Management, Inc 0.07% No change 1,432 $226K
Tred Avon Family Wealth, LLC 0.07% No change 1,428 $226K
Cora Capital Advisors LLC 0.06% No change 1,428 $226K
Private Wealth Partners, LLC 0.02% No change 1,423 $225K
Intellus Advisors LLC 0.03% New 1,419 $224K
GAMMA Investing LLC 0.01% Reduce -1.3% 1,418 $224K
Strategies Wealth Advisors, LLC 0.02% Reduce -3.7% 1,416 $224K
Sloy Dahl & Holst, LLC 0.03% No change 1,415 $224K
Northwest Quadrant Wealth Management, LLC 0.04% Add +0.6% 1,414 $223K
Spectrum Investment Advisors, Inc. 0.09% No change 1,411 $223K
Compton Wealth Advisory Group, LLC 0.04% No change 1,403 $222K
Joule Financial, LLC 0.06% Add +0.1% 1,403 $222K
Hardin Capital Partners, LLC 0.10% No change 1,399 $222K
Tectonic Advisors LLC 0.01% New 1,400 $221K
DeLarme Wealth Management, Inc. 0.13% No change 1,398 $221K
Clarendon Private LLC 0.14% Add +0.6% 1,395 $221K
Claro Advisors Inc. 0.02% New 1,394 $220K
BlueStem Wealth Partners, LLC 0.02% Add +0.6% 1,392 $220K
Tacita Capital Inc 0.12% No change 1,390 $220K
Seelaus Asset Management LLC 0.16% Add +2.0% 1,388 $219K
Sheets Smith Wealth Management 0.02% Add +0.1% 1,388 $219K
BankChampaign, National Association 0.17% Reduce -50.5% 1,386 $219K
Orleans Capital Management Corp. 0.11% No change 1,386 $219K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -15.6% 1,396 $219K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,379 $218K
Atlatl Advisers LLC 0.05% Reduce -15.1% 1,376 $217K
CGC Financial Services, LLC 0.05% Add +170.3% 1,376 $217K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,372 $217K
Advisory Solutions Group, LLC 0.07% — 1,371 $217K
Tandem Capital Management Corp. 0.09% New 1,370 $217K
Able Wealth Management LLC 0.05% No change 1,370 $217K
Kathmere Capital Management, LLC 0.01% Reduce -2.5% 1,368 $216K
Grove Bank & Trust 0.02% No change 1,364 $216K
Murphy Pohlad Asset Management LLC 0.07% New 1,362 $215K
TFC Financial Management, Inc. 0.02% Add +2.2% 1,362 $215K
Rise Advisors, LLC 0.06% Add +0.3% 1,358 $215K
City Holding Co. 0.02% No change 1,357 $214K
ShoreHaven Wealth Partners, LLC 0.07% Reduce -0.8% 1,357 $214K
Sachetta, LLC 0.10% Add +4.4% 1,357 $214K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -7.9% 1,351 $213K
REDW Wealth LLC 0.08% New 1,344 $212K
Lakewood Asset Management LLC 0.12% New 1,336 $211K
Lexington Hill Partners, LLC 0.10% New 1,333 $211K
Silicon Valley Capital Partners 0.02% Reduce -6.5% 1,332 $211K
Walsh & Associates, LLC 0.17% No change 1,332 $210K
Englebert Financial Advisers, LLC 0.21% New 1,331 $210K
Lowe Brockenbrough & Co. Inc. 0.01% New 1,330 $210K
Synergy Financial Group, LTD 0.15% New 1,330 $210K
Blue Sky Capital Consultants Group, Inc. 0.09% Reduce -40.4% 1,330 $210K
Ifrah Financial Services, Inc. 0.05% New 1,329 $210K
Griffin Asset Management, Inc. 0.02% New 1,328 $210K
Leeward Financial Partners, LLC 0.06% New 1,326 $210K
Future Financial Wealth Managment LLC 0.13% New 1,295 $209K
LPWM LLC 0.05% New 1,320 $209K
Prosperity Planning, Inc. 0.07% Reduce -5.0% 1,318 $208K
Genesis Private Wealth, LLC 0.06% New 1,316 $208K
KERR FINANCIAL PLANNING Corp 0.23% Add +411.7% 1,310 $207K
Global Wealth Strategies & Associates 0.04% Add +34.9% 1,306 $206K
KRS Capital Management, LLC 0.10% New 1,305 $206K
49 Wealth Management, LLC 0.04% Reduce -45.9% 1,302 $206K
Alongside, LLC 0.04% — 1,302 $206K
Goodman Financial Corp 0.03% New 1,300 $205K
Sentinel Trust Co. Lba 0.02% New 1,300 $205K
Agate Pass Investment Management, LLC 0.08% Reduce -22.9% 1,296 $205K
Gilbert & Cook, Inc. 0.02% New 1,292 $204K
Crestwood Advisors Group, LLC 0.00% Reduce -33.5% 1,288 $204K
GK Wealth Management LLC 0.12% New 1,284 $203K
Beacon Bridge Wealth Partners, LLC 0.06% New 1,281 $202K
First Western Trust Bank 0.01% Reduce -19.4% 1,281 $202K
SageGuard Financial Group, LLC 0.03% New 1,279 $202K
Discipline Wealth Solutions, LLC 0.02% New 1,278 $202K
Hutchens & Kramer Investment Management Group, LLC 0.05% New 1,277 $202K
Manske Wealth Management 0.05% New 1,275 $201K
Vigilare Wealth Management 0.06% New 1,274 $201K
Ellis Investment Partners, LLC 0.03% New 1,272 $201K
UNIVEST FINANCIAL Corp 0.01% New 1,269 $201K
LGT Financial Advisors LLC 1.03% No change 1,233 $195K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.7% 1,223 $193K
Evolution Wealth Management Inc. 0.11% Add +30.4% 1,219 $193K
Silver Grove Financial Group, Inc. 0.10% Add +17.9% 1,214 $192K
Pinnacle Bancorp, Inc. 0.05% Reduce -2.4% 1,185 $187K
TIAA Wealth Investment Management LLC 0.00% Add +38.1% 1,146 $182K
Entrust Financial LLC 0.12% Reduce -0.7% 1,141 $180K
Abound Wealth Management 0.03% Add +6.7% 1,113 $176K
Alerus Financial NA 0.01% No change 1,087 $172K
Hara Capital LLC 0.09% Reduce -29.2% 1,056 $167K
Delta Asset Management LLC 0.01% No change 1,048 $166K
MTM Investment Management, LLC 0.05% No change 1,045 $165K
Robinswood Financial LLC 0.05% Reduce -2.0% 1,022 $162K
Adkins Seale Capital Management LLC 0.14% No change 1,000 $158K
Edmond DE Rothschild Holding S.A. 0.00% New 990 $156K
Tidemark, LLC 0.03% Add +56.3% 980 $155K
Stelac Advisory Services LLC 0.03% No change 979 $155K
Tsfg, LLC 0.02% No change 973 $154K
J.Safra Asset Management Corp 0.01% No change 964 $152K
Park Place Capital Corp 0.02% No change 953 $151K
West Paces Advisors Inc. 0.03% New 948 $150K
Napier Financial, LLC 0.03% Add +27.3% 933 $147K
BNP Paribas Financial Markets 0.00% Reduce -99.8% 927 $146K
Ballast Advisors LLC 0.03% Add +4.2% 904 $143K
Blueline Advisors LLC 0.10% No change 882 $139K
Beaird Harris Wealth Management, LLC 0.01% No change 881 $139K
Basepoint Wealth LLC 0.08% Add +79.4% 854 $135K
ESL Trust Services, LLC 0.02% No change 850 $134K
Regatta Research & Money Management 0.13% — 842 $133K
Harborfront Financial Group LLC 0.50% — 831 $131K
Newton One Investments LLC 0.03% Reduce -3.9% 813 $128K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.1% 801 $127K
JDM Financial Group LLC 0.04% No change 777 $123K
Granville Capital, Inc. 0.05% No change 760 $120K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 746 $118K
Cascades Capital Asset Management, LLC 0.04% Reduce -9.2% 745 $118K
McDonald Partners LLC 0.03% New 730 $115K
Darwin Wealth Management, LLC 0.03% Add +0.3% 726 $115K
Bullseye Investment Management, LLC 0.06% No change 725 $115K
Accent Capital Management, LLC 0.05% No change 719 $114K
Blume Capital Management, Inc. 0.02% No change 700 $111K
Miller Capital Partners, Inc. 0.04% No change 695 $110K
Hurley Capital, LLC 0.06% Add +0.3% 681 $108K
Kentucky Trust Co 0.05% Reduce -22.1% 671 $106K
Synergy Investment Management, LLC 0.03% Add +19.6% 653 $104K
Godfrey Financial Associates, Inc. 0.08% Add +1.6% 654 $103K
Tounjian Advisory Partners, LLC 0.04% New 622 $98K
Ankerstar Wealth, LLC 0.08% No change 619 $98K
CDKV Holdings LLC 0.08% No change 619 $98K
Kimelman & Baird, LLC 0.01% No change 619 $98K
Gill Capital Partners, LLC 0.03% Add +20.1% 597 $94K
Noble Wealth Management PBC 0.04% Add +0.7% 580 $92K
Smallwood Wealth Investment Management, LLC 0.04% No change 580 $92K
Cedar Mountain Advisors, LLC 0.02% No change 579 $91K
Versant Capital Management, Inc 0.01% No change 577 $91K
Bay Harbor Wealth Management, LLC 0.02% No change 575 $91K
Marshall & Sterling Wealth Advisors Inc. 0.05% Add +0.2% 561 $89K
Purpose Unlimited Inc. 0.00% Reduce -14.8% 551 $89K
Allianz SE 0.00% No change 560 $88K
Elevated Capital Advisors, LLC 0.02% No change 559 $88K
Global Trust Asset Management, LLC 0.03% Reduce -23.7% 551 $87K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 550 $87K
Point72 Asset Management 0.00% New 545 $86K
Hilltop National Bank 0.02% No change 542 $86K
Certuity, LLC 0.00% Reduce -2.7% 538 $85K
American National Bank & Trust 0.01% Add +57.4% 535 $85K
Bank of New Hampshire 0.02% No change 532 $84K
CNB Bank 0.03% Reduce -0.2% 527 $83K
Stance Capital LLC 0.03% Add +0.6% 523 $83K
Kennebec Savings Bank 0.07% No change 514 $81K
Lodestone Wealth Management LLC 0.03% No change 514 $81K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +4.5% 508 $80K
Downshift Financial, LLC 0.04% New 503 $80K
Minot DeBlois Advisors LLC 0.07% No change 499 $79K
Osbon Capital Management LLC 0.06% Reduce -0.2% 498 $79K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% Reduce -12.3% 487 $77K
Portfolio Resources Advisor Group, Inc. 0.06% No change 472 $75K
Truvestments Capital LLC 0.01% Reduce -0.2% 453 $72K
Physician Wealth Advisors, Inc. 0.01% No change 450 $71K
IAG Wealth Partners, LLC 0.01% No change 442 $70K
Hughes Financial Services, LLC 0.01% No change 432 $68K
West Financial Advisors, LLC 0.01% Add +113.5% 427 $67K
CrossGen Wealth, LLC 0.05% No change 424 $67K
Graney & King, LLC 0.02% Add +0.2% 419 $66K
Winthrop Capital Management, LLC 0.02% No change 409 $65K
Pacifica Partners Inc. 0.02% Reduce -4.7% 406 $65K
Harbor Asset Planning, Inc. 0.05% Add +0.5% 403 $64K
Barclays PLC 0.00% Add +100.0% 400 $63K
Corsicana & Co. 0.03% No change 375 $59K
DecisionPoint Financial, LLC 0.01% Add +48.6% 364 $58K
Burnham & Co LLC 0.05% — 360 $57K
Align Financial, LLC 0.03% No change 360 $57K
Basecamp Wealth Advisors LLC 0.01% No change 348 $55K
Westend Capital Management, LLC 0.01% New 345 $55K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 342 $54K
First United Bank & Trust 0.02% Add +48.3% 341 $54K
Blue Bell Private Wealth Management, LLC 0.01% No change 334 $53K
Gen-Wealth Partners Inc 0.01% No change 332 $52K
Financial Consulate, Inc. 0.01% No change 329 $52K
Spectrum Wealth Advisory Group, LLC 0.01% New 320 $51K
Allspring Global Investments Holdings, LLC 0.00% Add +161.9% 309 $49K
Creative Capital Management Investments LLC 0.01% No change 303 $48K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +50.0% 300 $47K
Ulland Investment Advisors, LLC 0.03% Add +3.5% 295 $47K
SJS Investment Consulting Inc. 0.01% No change 294 $46K
Nova Wealth Management, Inc. 0.03% No change 289 $46K
Main Street Group, LTD 0.01% No change 287 $45K
Phillip James Consulting Co. 0.03% New 286 $45K
Investment Counsel Co. of Nevada 0.08% New 279 $44K
Washington Trust Advisors, Inc. 0.00% Reduce -38.5% 275 $43K
Bell Investment Advisors, Inc 0.01% Reduce -0.4% 274 $43K
Bollard Group LLC 0.00% New 274 $43K
Front Row Advisors LLC 0.01% Reduce -47.4% 250 $42K
Nemes Rush Group LLC 0.00% Add +2.1% 241 $38K
NFSG Corp 0.00% No change 237 $37K
Barnes Dennig Private Wealth Management LLC 0.03% Reduce -35.4% 235 $37K
Investment Research & Advisory Group, Inc. 0.01% Add +507.9% 231 $37K
Byrne Asset Management LLC 0.02% No change 229 $36K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 223 $35K
American Capital Advisory, LLC 0.01% No change 216 $34K
Dorato Capital Management 0.02% No change 200 $32K
Highland Investment Advisors LLC 0.01% — 203 $32K
Birchwood Financial Partners, Inc. 0.03% Add +48.9% 201 $32K
Burk Holdings LLC 0.01% No change 198 $31K
Wolff Wiese Magana LLC 0.01% Add +203.1% 197 $31K
Coston, McIsaac & Partners 0.01% Reduce -0.5% 196 $31K
Mowery & Schoenfeld Wealth Management, LLC 0.04% New 188 $30K
Buck Wealth Strategies, LLC 0.00% New 186 $29K
Horrell Capital Management, Inc. 0.01% No change 185 $29K
Chilton Capital Management LLC 0.00% No change 177 $28K
REAP Financial Group, LLC 0.00% Add +56.8% 174 $28K
Sunrise Financial Services, LLC 0.02% No change 166 $26K
Clearstead Trust, LLC 0.00% No change 157 $25K
Aventus Investment Advisors, Inc. 0.02% No change 155 $24K
PayPay Securities Corp 0.59% Reduce -11.5% 154 $24K
Centennial Bank 0.01% No change 153 $24K
1620 Investment Advisors, Inc. 0.01% No change 147 $23K
Kozak & Associates, Inc. 0.00% No change 140 $22K
Gilpin Wealth Management, LLC 0.02% No change 140 $22K
Strategic Investment Solutions, Inc. 0.00% No change 125 $20K
Vima LLC 0.02% — 120 $19K
Essential Investment Partners LLC 0.02% No change 120 $19K
JPL Wealth Management, LLC 0.00% No change 107 $17K
Sittner & Nelson, LLC 0.01% No change 105 $17K
Pinney & Scofield, Inc. 0.01% No change 100 $16K
Sawyer & Company, Inc 0.01% New 100 $16K
Fourth Dimension Wealth, LLC 0.01% No change 100 $16K
Davis Capital Management 0.01% No change 94 $15K
Foster Dykema Cabot & Partners, LLC 0.00% No change 82 $13K
PFS Partners, LLC 0.01% Add +1.3% 80 $13K
Monetary Management Group Inc. 0.00% No change 75 $12K
State Farm Mutual Automobile Insurance Co. 0.00% New 74 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $11K
Ascentis Wealth Management, LLC 0.00% Reduce -60.6% 67 $11K
PlanVest Financial, Inc 0.01% No change 61 $10K
Signature Resources Capital Management, LLC 0.00% No change 60 $9K
Fairway Wealth LLC 0.00% New 60 $9K
Key Capital Management, INC 0.00% Add +1.7% 59 $9K
Lloyd Advisory Services, LLC. 0.00% Reduce -36.5% 54 $9K
YANKCOM Partnership 0.00% New 51 $8K
LRI Investments, LLC 0.00% No change 50 $8K
Allianz Asset Management GmbH 0.00% Add +4.4% 47 $7K
Proathlete Wealth Management LLC 0.00% Add +2.6% 40 $6K
Dakota Community Bank & Trust NA 0.02% No change 40 $6K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -25.0% 39 $6K
Horizon Financial Services, LLC 0.00% New 38 $6K
Financial Gravity Companies, Inc. 0.00% — 27 $4K
Central Pacific Bank - Trust Division 0.00% No change 26 $4K
Roxbury Financial LLC 0.00% No change 23 $4K
Sims Investment Management, LLC 0.00% New 22 $3K
Wealth Enhancement Trust Services, Inc. 0.00% No change 20 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 16 $3K
RMG Wealth Management LLC 0.00% New 18 $3K
Networth Advisors, LLC 0.00% No change 17 $3K
Benson Wealth Management INC 0.00% No change 17 $3K
Navigoe, LLC 0.00% No change 18 $2K
Morse Asset Management, Inc 0.00% No change 11 $2K
Talon Private Wealth, LLC 0.00% New 11 $2K
IMG Wealth Management, Inc. 0.00% No change 9 $1K
Kilter Group LLC 0.00% No change 3 $435
Retirement Wealth Solutions LLC 0.00% No change 2 $240
Kingdom Financial Group LLC. 0.00% Reduce -98.8% 1 $176
Pillar Financial Advisors, LLC 0.00% New 1 $159
Hartford Financial Management Inc. 0.00% No change 1 $159

"% of holder's portfolio" is VYM's weight in each manager's 13F, not the share of Vanguard High DVD Yield ETF the manager owns.