Vanguard Int-Term CorporateVCITETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,179 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 95 from Q3 2024. 90 opened new positions and 77 sold out. The largest holders were Fisher Asset Management ($7.4B), Bank of America Corp. ($5.1B) and JPMorgan Chase & Co. ($4.0B). 5 famous investors held it, including Ken Fisher (3.0% of Fisher Asset Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Int-Term Corporate
- CUSIP
- 92206C870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $154.2M |
| Exits | 77 | $661.0M |
All 13F filers, Q3 2024 → Q4 2024: 30,699,736 shares bought and 23,448,720 shares sold, net +7,251,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,179 holders
| Fisher Asset Management | 2.96% | Add +4.8% | 92,783,951 | $7.4B |
| Bank of America Corp. | 0.47% | Add +4.5% | 63,704,527 | $5.1B |
| JPMorgan Chase & Co. | 0.32% | Add +6.3% | 50,189,734 | $4.0B |
| Creative Planning | 1.92% | Add +2.3% | 24,612,975 | $2.0B |
| Prudential PLC | 8.05% | Reduce -4.3% | 19,817,056 | $1.6B |
| Morgan Stanley | 0.09% | Add +3.3% | 15,654,091 | $1.3B |
| Royal Bank of Canada | 0.21% | Add +4.2% | 11,856,196 | $951.7M |
| Goldman Sachs Group Inc. | 0.18% | Add +1.3% | 11,678,626 | $937.4M |
| LPL Financial LLC | 0.37% | Add +5.2% | 11,292,264 | $906.4M |
| Envestnet Asset Management Inc. | 0.27% | Add +0.6% | 10,405,350 | $835.2M |
| Japan Science & Technology Agency | 13.40% | Reduce -11.0% | 9,750,000 | $782.6M |
| Wells Fargo & Company | 0.18% | Add +10.2% | 9,154,276 | $734.8M |
| Ameriprise Financial Inc. | 0.19% | Reduce -9.6% | 9,045,978 | $726.0M |
| D. E. Shaw & Co. | 0.43% | Reduce -43.9% | 4,475,588 | $359.3M |
| Raymond James Financial Inc. | 0.12% | — | 4,028,527 | $323.4M |
| Vanguard Group Inc. | 0.01% | Add +6.1% | 3,962,387 | $318.1M |
| PNC Financial Services Group, Inc. | 0.20% | Add +4.7% | 3,817,496 | $306.4M |
| Nepc LLC | 8.21% | Add +1.2% | 3,808,917 | $305.7M |
| UBS Group AG | 0.06% | Add +16.2% | 3,517,944 | $282.4M |
| State of Tennessee, Department of Treasury | 1.01% | Reduce -11.8% | 3,459,378 | $277.7M |
| Wealthfront Advisers LLC | 0.72% | Add +1557.7% | 3,087,461 | $247.8M |
| Baird Financial Group, Inc. | 0.43% | Add +18.5% | 2,831,244 | $227.3M |
| Varma Mutual Pension Insurance Co | 1.65% | No change | 2,700,000 | $216.7M |
| American Family Investments, Inc. | 10.41% | Add +51.9% | 2,677,000 | $214.9M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +4.5% | 2,422,333 | $194.4M |
| Corient Private Wealth LP | 0.28% | Reduce -4.5% | 2,111,567 | $169.5M |
| Blue Trust, Inc. | 2.03% | Reduce -24.6% | 1,977,542 | $158.7M |
| First Interstate Bank | 9.13% | Add +1.7% | 1,879,398 | $150.9M |
| Bank of New York Mellon Corp | 0.03% | Add +5.2% | 1,866,598 | $149.8M |
| Commonwealth Equity Services, LLC | 0.19% | Add +7.5% | 1,613,108 | $129.5M |
| State Farm Mutual Automobile Insurance Co. | 0.12% | No change | 1,612,000 | $129.4M |
| Great Valley Advisor Group, Inc. | 2.85% | Add +10.6% | 1,588,291 | $127.5M |
| BlackRock, Inc. | 0.00% | Add +157.0% | 1,573,379 | $126.3M |
| RiverFront Investment Group, LLC | 2.64% | Add +0.1% | 1,442,470 | $115.8M |
| Townsquare Capital LLC | 1.29% | Add +17.3% | 1,419,924 | $114.0M |
| Facet Wealth, Inc. | 2.73% | Add +7.4% | 1,277,314 | $103.0M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -5.4% | 1,281,303 | $102.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.68% | Add +3.8% | 1,229,252 | $98.7M |
| Focus Partners Wealth | 0.24% | Add +47.8% | 1,128,069 | $90.6M |
| Capital Advantage, Inc. | 16.10% | Reduce -14.9% | 1,100,656 | $88.3M |
| Aozora Bank, LTD. | 93.17% | No change | 1,090,000 | $87.5M |
| Assetmark, Inc. | 0.24% | Add +3.1% | 1,085,361 | $87.1M |
| Equitable Holdings, Inc. | 0.74% | Add +6.7% | 969,230 | $77.8M |
| Truist Financial Corp. | 0.12% | Add +0.3% | 950,208 | $76.3M |
| Rebalance, LLC | 5.59% | Add +3.1% | 931,797 | $74.8M |
| Davidson Capital Management Inc. | 18.39% | Add +7.8% | 870,565 | $69.9M |
| HighTower Advisors, LLC | 0.09% | Add +13.6% | 852,990 | $68.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Reduce -10.5% | 842,000 | $67.4M |
| Robertson Stephens Wealth Management, LLC | 2.38% | Add +33.0% | 833,460 | $66.9M |
| Strategic Financial Services, Inc. | 3.76% | Reduce -24.2% | 784,962 | $63.0M |
| Busey Bank | 2.06% | Add +57.3% | 783,408 | $62.9M |
| Cape Cod Five Cents Savings Bank | 5.35% | No change | 718,432 | $60.2M |
| 1832 Asset Management L.P. | 0.11% | Reduce -0.3% | 743,998 | $59.7M |
| Cetera Investment Advisers | 0.12% | Add +14.2% | 739,486 | $59.4M |
| Jane Street Group, LLC | 0.10% | Reduce -2.0% | 736,185 | $59.1M |
| Patriot Investment Management Group, Inc. | 4.37% | Add +3.6% | 728,314 | $58.5M |
| Keybank National Association | 0.22% | Add +1.2% | 718,415 | $57.7M |
| Benjamin Edwards Inc. | 0.82% | Add +5.4% | 714,507 | $57.4M |
| Legacy Edge Advisors, LLC | 9.08% | Add +17.2% | 711,228 | $57.2M |
| American Century Companies Inc. | 0.03% | Add +5.5% | 685,400 | $55.0M |
| WestEnd Advisors, LLC | 1.40% | Reduce -4.8% | 685,315 | $55.0M |
| Bartlett & Co. Wealth Management LLC | 0.78% | Add +2.8% | 668,858 | $53.7M |
| BNP Paribas Financial Markets | 0.04% | Add +5690.8% | 652,507 | $52.4M |
| Constellation Investments, Inc. | 2.28% | — | 625,000 | $50.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Add +25.3% | 611,800 | $49.2M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +9.5% | 600,479 | $48.2M |
| Morningstar Investment Management LLC | 3.79% | New | 598,754 | $48.1M |
| Bridgewater Advisors Inc. | 4.97% | Add +1.9% | 600,839 | $47.6M |
| Advisory Alpha, LLC | 1.68% | Add +7.5% | 587,012 | $47.1M |
| Arkos Global Advisors | 6.85% | Add +110.3% | 581,386 | $46.7M |
| Dodds Wealth, LLC | 14.76% | Add +3.7% | 571,631 | $45.9M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.7% | 562,703 | $45.3M |
| Essex LLC | 9.47% | Add +4.5% | 561,639 | $45.1M |
| Evergreen Advisors, LLC | 12.23% | Add +11.2% | 557,423 | $44.7M |
| Flputnam Investment Management Co. | 0.79% | Add +167.2% | 536,612 | $43.1M |
| Financial Advisory Partners, LLC | 13.98% | Add +4.5% | 524,366 | $42.1M |
| Brandywine Oak Private Wealth LLC | 4.07% | Reduce -2.2% | 518,171 | $41.6M |
| Stifel Financial Corp. | 0.04% | Reduce -5.5% | 517,452 | $41.5M |
| Alliancebernstein L.P. | 0.01% | Add +63.6% | 517,351 | $41.5M |
| Arista Wealth Management, LLC | 9.56% | Reduce -1.2% | 496,747 | $39.9M |
| GDS Wealth Management | 3.60% | Add +17.8% | 492,427 | $39.5M |
| Howe & Rusling Inc. | 3.38% | Add +4.5% | 488,083 | $39.2M |
| Southern Farm Bureau Life Insurance | 5.56% | No change | 487,736 | $39.1M |
| Scotia Capital Inc. | 0.20% | Reduce -5.0% | 476,120 | $38.2M |
| Bank of Montreal | 0.02% | Add +7.1% | 469,799 | $37.7M |
| DecisionPoint Financial, LLC | 11.48% | Add +5.0% | 467,874 | $37.6M |
| Hudock, Inc. | 6.46% | Add +0.5% | 461,030 | $37.0M |
| Bessemer Group Inc. | 0.06% | Add +20.9% | 450,782 | $36.2M |
| Waverly Advisors, LLC | 0.55% | Add +12.9% | 446,619 | $35.9M |
| Hanson & Doremus Investment Management | 5.59% | Add +5.1% | 445,139 | $35.7M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +6.3% | 443,531 | $35.6M |
| MilWealth Group LLC | 9.64% | Add +4.6% | 440,074 | $35.3M |
| &partners | 0.42% | Add +87.6% | 438,043 | $35.2M |
| Newton One Investments LLC | 13.42% | Add +4.0% | 433,714 | $34.8M |
| Bishop & Co Investment Management, LLC | 13.14% | Add +3.3% | 429,112 | $34.4M |
| NewEdge Wealth, LLC | 0.60% | Reduce -0.8% | 428,364 | $34.4M |
| Allen Investment Management, LLC | 0.39% | Add +52.7% | 424,494 | $34.1M |
| NewEdge Advisors, LLC | 0.20% | Add +19.8% | 408,791 | $32.8M |
| Lebenthal Global Advisors, LLC | 5.99% | Add +0.2% | 408,429 | $32.8M |
| Focused Wealth Management, Inc | 4.37% | Add +8.1% | 402,828 | $32.3M |
| Cypress Financial Planning LLC | 11.76% | Add +1.8% | 399,215 | $32.0M |
| Strategic Wealth Investment Group, LLC | 1.77% | Reduce -5.3% | 399,004 | $32.0M |
| Stonebridge Capital Advisors LLC | 2.54% | Add +7.2% | 393,684 | $31.6M |
| Steele Capital Management, Inc. | 1.62% | Add +1.7% | 388,765 | $31.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | No change | 385,230 | $30.9M |
| Citigroup Inc. | 0.03% | Reduce -56.6% | 382,132 | $30.7M |
| Hilton Capital Management, LLC | 2.57% | Reduce -23.4% | 369,616 | $29.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +40.4% | 368,457 | $29.6M |
| Pacific Capital Wealth Advisors, Inc. | 4.90% | Add +2.4% | 365,491 | $29.3M |
| Members Trust Co | 1.01% | Reduce -0.6% | 364,703 | $29.3M |
| Capital Advisors Wealth Management, LLC | 5.21% | Add +3.5% | 364,500 | $29.3M |
| Full Sail Capital, LLC | 1.86% | Add +33.7% | 363,681 | $29.2M |
| Marion Wealth Management | 7.74% | Add +3.5% | 363,516 | $29.2M |
| Rehmann Capital Advisory Group | 1.84% | Add +8.2% | 361,522 | $29.0M |
| American Financial Advisors, LLC | 3.98% | Add +1.1% | 352,217 | $28.3M |
| Badgley Phelps Wealth Managers, LLC | 0.66% | Add +3.5% | 351,563 | $28.2M |
| WESCAP Management Group, Inc. | 6.70% | Reduce -21.2% | 344,040 | $27.6M |
| Mariner, LLC | 0.05% | Add +3.4% | 342,592 | $27.5M |
| Sanctuary Advisors, LLC | 0.17% | Add +3.0% | 325,749 | $26.4M |
| Fiducient Advisors LLC | 3.16% | Reduce -30.6% | 319,293 | $25.6M |
| Osaic Holdings, Inc. | 0.06% | Add +37.4% | 662,280 | $25.6M |
| 1834 Investment Advisors Co. | 3.21% | Reduce -4.8% | 315,662 | $25.3M |
| Advisors Capital Management, LLC | 0.39% | Add +5.0% | 311,170 | $25.0M |
| CBIZ Investment Advisory Services, LLC | 1.21% | Add +10.5% | 302,663 | $24.3M |
| MML Investors Services, LLC | 0.08% | Add +12.5% | 299,457 | $24.0M |
| Penserra Capital Management LLC | 0.43% | Add +0.2% | 293,207 | $23.5M |
| Old National Bancorp | 0.56% | Reduce -0.9% | 292,326 | $23.5M |
| Private Advisor Group, LLC | 0.13% | Add +35.5% | 290,063 | $23.3M |
| Berkeley Capital Partners, LLC | 6.46% | Add +2.6% | 289,715 | $23.3M |
| First Pacific Financial | 5.38% | Add +2.4% | 288,034 | $23.1M |
| Meridian Management Co. | 6.09% | Add +0.8% | 287,905 | $23.1M |
| Winch Advisory Services, LLC | 6.00% | Add +26.0% | 287,484 | $23.1M |
| Iron Horse Wealth Management, LLC | 7.68% | Add +4.9% | 285,075 | $22.9M |
| Y.D. More Investments Ltd | 2.03% | Add +26.6% | 281,851 | $22.6M |
| 25 LLC | 9.52% | Add +10.8% | 280,112 | $22.5M |
| Rosenberg Matthew Hamilton | 5.82% | Add +11.9% | 278,929 | $22.4M |
| SpringVest Wealth Management LLC | 18.84% | — | 274,049 | $22.0M |
| 1 North Wealth Services LLC | 9.13% | — | 268,566 | $21.6M |
| CWA Asset Management Group, LLC | 1.09% | Reduce -1.4% | 268,485 | $21.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -6.7% | 261,785 | $21.0M |
| Towerpoint Wealth, LLC | 10.29% | Add +6.4% | 261,713 | $21.0M |
| Hassell Wealth Management, LLC | 8.41% | Add +8.4% | 258,105 | $20.9M |
| Vise Technologies, Inc. | 1.73% | Add +6.7% | 258,287 | $20.7M |
| First Financial Bankshares Inc | 0.44% | Add +7926.4% | 254,599 | $20.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +162.7% | 254,174 | $20.4M |
| Concurrent Investment Advisors, LLC | 0.55% | Add +10.6% | 254,012 | $20.4M |
| Jones Financial Companies LLLP | 0.02% | Add +50.6% | 247,467 | $19.9M |
| Invesco Ltd. | 0.00% | Add +11.9% | 245,679 | $19.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -24.3% | 245,674 | $19.7M |
| TD Private Client Wealth LLC | 0.55% | Add +12.0% | 244,933 | $19.7M |
| Citadel Advisors | 0.02% | Reduce -78.1% | 238,783 | $19.2M |
| Apella Capital, LLC | 0.73% | Add +58.0% | 237,702 | $19.1M |
| Parallel Advisors, LLC | 0.43% | Add +3.7% | 236,172 | $19.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.31% | No change | 234,421 | $18.8M |
| RKL Wealth Management LLC | 1.67% | Add +6.3% | 234,318 | $18.8M |
| Alpha Cubed Investments, LLC | 0.85% | Add +28.0% | 230,532 | $18.5M |
| Power Wealth Management LLC | 7.69% | Add +8.4% | 229,323 | $18.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +14.4% | 227,109 | $18.2M |
| TAGStone Capital, Inc. | 8.94% | Add +0.9% | 226,324 | $18.2M |
| Global Wealth Management Investment Advisory, Inc. | 3.65% | Add +6.2% | 220,259 | $17.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.1% | 219,494 | $17.6M |
| Modera Wealth Management, LLC | 0.21% | Add +18.4% | 218,994 | $17.6M |
| Foundations Investment Advisors, LLC | 0.34% | Add +6.4% | 216,328 | $17.4M |
| Frisco Financial Planning LLC | 17.06% | — | 215,114 | $17.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -0.3% | 214,938 | $17.3M |
| Venturi Wealth Management, LLC | 0.84% | Add +24125.1% | 212,454 | $17.1M |
| Park Avenue Securities LLC | 0.17% | Add +13.4% | 211,996 | $17.0M |
| JT Stratford LLC | 2.79% | Add +5.9% | 210,332 | $16.9M |
| Financial Freedom, LLC | 8.90% | Add +5.3% | 210,257 | $16.9M |
| White Lighthouse Investment Management Inc. | 2.96% | Add +4.4% | 209,905 | $16.8M |
| M Holdings Securities, Inc. | 2.68% | Add +3.5% | 206,955 | $16.6M |
| Bragg Financial Advisors, Inc | 0.67% | Add +3.3% | 204,866 | $16.4M |
| Crews Bank & Trust | 2.71% | — | 200,151 | $16.1M |
| GoalFusion Wealth Management, LLC | 8.75% | Add +3.2% | 200,034 | $16.1M |
| Exencial Wealth Advisors, LLC | 0.59% | Add +3.0% | 199,449 | $16.0M |
| Ameritas Investment Partners, Inc. | 0.52% | Add +6.1% | 198,938 | $16.0M |
| Comerica Bank | 0.06% | Reduce -10.9% | 197,313 | $15.8M |
| West Financial Advisors, LLC | 2.95% | Add +1.1% | 190,306 | $15.3M |
| Avior Wealth Management, LLC | 0.56% | Add +4.0% | 189,182 | $15.2M |
| First National Trust Co | 0.57% | Add +9.1% | 188,970 | $15.2M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +19.4% | 188,570 | $15.1M |
| Union Bancaire Privee, UBP SA | 0.27% | — | 187,286 | $14.9M |
| Summit Asset Management, LLC | 2.59% | New | 183,934 | $14.8M |
| Phillips Financial Management, LLC | 1.16% | Reduce -7.1% | 183,740 | $14.7M |
| JBGlobal.com LLC | 15.40% | — | 181,619 | $14.6M |
| Roundview Capital LLC | 1.01% | Add +12.3% | 179,845 | $14.4M |
| United Services Automobile Association | 0.47% | Add +0.8% | 179,413 | $14.4M |
| Great Lakes Retirement, Inc. | 1.85% | Add +2.1% | 178,120 | $14.3M |
| Luminvest Wealth Management LLC | 5.73% | Add +8.7% | 176,953 | $14.2M |
| Financial Futures Ltd Liability Co. | 7.99% | Add +16.1% | 175,442 | $14.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +14.2% | 174,017 | $14.0M |
| St Germain D J Co. Inc. | 0.63% | Reduce -15.1% | 171,574 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +76.4% | 170,434 | $13.7M |
| Petix & Botte Co | 3.59% | Reduce -24.4% | 169,921 | $13.6M |
| Equita Financial Network, Inc. | 4.93% | Add +8.4% | 169,732 | $13.6M |
| Market Street Wealth Management Advisors LLC | 2.29% | Reduce -1.8% | 169,720 | $13.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.3% | 169,291 | $13.6M |
| Cordant, Inc. | 6.96% | Add +3.1% | 164,826 | $13.2M |
| Wooster Corthell Wealth Management, Inc. | 2.86% | Add +4.0% | 163,612 | $13.1M |
| Hall Capital Management Co. Inc. | 6.00% | — | 160,153 | $12.9M |
| Banco Santander, S.A. | 0.15% | Reduce -35.6% | 157,892 | $12.7M |
| Global Retirement Partners, LLC | 0.36% | Add +19.2% | 155,448 | $12.5M |
| Merit Financial Group, LLC | 0.22% | Add +0.7% | 155,244 | $12.5M |
| Wealth Management Nebraska | 2.01% | — | 153,798 | $12.3M |
| Kropog Financial Group, LLC | 11.06% | — | 150,453 | $12.1M |
| Principal Securities, Inc. | 0.27% | Add +5.6% | 150,169 | $12.1M |
| LPF Advisors LLC | 10.00% | Add +5.3% | 148,977 | $12.0M |
| Old Mission Capital LLC | 0.27% | Add +549.4% | 146,490 | $11.8M |
| Meeder Advisory Services, Inc. | 0.71% | Add +2.4% | 142,578 | $11.4M |
| Oakwell Private Wealth Management, LLC | 3.20% | Add +14.5% | 142,064 | $11.4M |
| Financial Management Network Inc. | 2.33% | Add +5.4% | 140,152 | $11.2M |
| PFG Advisors | 0.69% | Add +8.5% | 139,825 | $11.2M |
| Shotwell Rutter Baer Inc | 9.39% | Add +4.1% | 140,417 | $11.1M |
| Foundation Wealth Management, LLC\PA | 5.33% | — | 136,959 | $11.0M |
| Checchi Capital Advisers, LLC | 0.82% | Add +2.1% | 136,620 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -4.4% | 135,524 | $10.9M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -4.4% | 135,524 | $10.9M |
| Florida Trust Wealth Management Co | 0.35% | Add +52.3% | 135,077 | $10.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.75% | Reduce -3.1% | 134,173 | $10.8M |
| Gibbs Wealth Management | 2.90% | Add +27.5% | 133,160 | $10.7M |
| Peak Financial Management, Inc. | 3.19% | Add +7.3% | 132,678 | $10.7M |
| NorthCrest Asset Manangement, LLC | 0.32% | Reduce -0.7% | 131,747 | $10.6M |
| Pinnacle Financial Partners Inc | 0.21% | Add +67.8% | 130,687 | $10.5M |
| Seaside Wealth Management, Inc. | 3.84% | Add +4.9% | 130,675 | $10.5M |
| DAVENPORT & Co LLC | 0.06% | Add +51.2% | 130,195 | $10.5M |
| Coyle Financial Counsel LLC | 3.31% | Add +8.8% | 130,158 | $10.4M |
| Oak Hill Wealth Advisors, LLC | 2.49% | — | 130,013 | $10.4M |
| Integrated Wealth Concepts LLC | 0.12% | Add +10.6% | 128,715 | $10.3M |
| Summit Financial, LLC | 0.36% | Add +11.2% | 127,831 | $10.3M |
| First American Trust, FSB | 1.02% | Add +21.2% | 126,763 | $10.2M |
| Gunma Bank,Ltd. | 3.34% | Add +40.0% | 126,000 | $10.1M |
| Sagace Wealth Management LLC | 7.58% | Reduce -16.2% | 125,947 | $10.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -78.3% | 124,228 | $10.0M |
| Vident Advisory, LLC | 0.17% | New | 121,669 | $9.8M |
| Belpointe Asset Management LLC | 0.59% | Add +1.5% | 117,724 | $9.7M |
| Shufro Rose & Co. LLC | 0.76% | Add +594.7% | 121,316 | $9.7M |
| Net Worth Advisory Group | 2.91% | Add +1.9% | 119,242 | $9.6M |
| Galvin, Gaustad & Stein, LLC | 0.87% | Reduce -9.4% | 118,913 | $9.5M |
| US Financial Advisors, LLC | 2.93% | Add +3.8% | 118,754 | $9.5M |
| MassMutual Private Wealth & Trust, FSB | 0.27% | Reduce -1.1% | 118,230 | $9.5M |
| SMI Advisory Services, LLC | 2.18% | Reduce -22.4% | 119,077 | $9.4M |
| Topsail Wealth Management, LLC | 2.01% | — | 117,287 | $9.4M |
| Financial Advocates Investment Management | 0.54% | Add +2.5% | 117,012 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.16% | Reduce -0.1% | 116,908 | $9.4M |
| NYL Investors LLC | 0.85% | Reduce -2.6% | 116,100 | $9.3M |
| Hurlow Wealth Management Group, Inc. | 2.91% | Add +5.9% | 116,031 | $9.3M |
| Prevail Innovative Wealth Advisors, LLC | 2.69% | Reduce -45.8% | 115,752 | $9.3M |
| Cambridge Advisors Inc. | 2.05% | Add +1.6% | 114,559 | $9.2M |
| Whittier Trust Co. | 0.12% | Reduce -0.6% | 112,234 | $9.0M |
| Latigo Investments, LLC | 4.52% | No change | 110,787 | $8.9M |
| CMH Wealth Management LLC | 2.04% | Add +6.0% | 110,736 | $8.9M |
| Marshall Wace, LLP | 0.01% | New | 109,339 | $8.8M |
| Sigma Investment Counselors Inc. | 0.51% | Add +1.7% | 109,052 | $8.8M |
| Composition Wealth, LLC | 0.18% | Reduce -9.8% | 108,619 | $8.7M |
| FLC Capital Advisors | 2.00% | Add +9.9% | 108,133 | $8.7M |
| Winthrop Capital Management, LLC | 2.29% | Reduce -0.1% | 107,157 | $8.6M |
| American Trust | 0.66% | Add +2.3% | 107,245 | $8.6M |
| Modern Wealth Management, LLC | 0.32% | New | 105,527 | $8.5M |
| Fagan Associates, Inc. | 1.34% | Reduce -0.3% | 105,290 | $8.5M |
| OneDigital Investment Advisors LLC | 0.10% | Add +1.7% | 103,899 | $8.3M |
| Oppenheimer & Co. Inc. | 0.12% | Add +13.6% | 103,776 | $8.3M |
| Hillcrest Wealth Advisors - NY, LLC | 3.95% | Add +127.5% | 103,520 | $8.3M |
| Morton Brown Family Wealth, LLC | 2.87% | Add +13.1% | 102,498 | $8.2M |
| Integrated Advisors Network LLC | 0.39% | Add +7.1% | 101,512 | $8.1M |
| AQR Capital Management | 0.01% | Add +3.4% | 101,016 | $8.1M |
| Curbstone Financial Management Corp | 1.71% | Add +2.1% | 100,532 | $8.1M |
| Deutsche Bank AG | 0.00% | Reduce -2.4% | 100,200 | $8.0M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -4.0% | 99,805 | $8.0M |
| Covington Investment Advisors Inc. | 1.19% | Add +1.3% | 99,091 | $8.0M |
| Mma Asset Management LLC | 3.46% | Reduce -34.6% | 98,744 | $7.9M |
| Stone Summit Wealth LLC | 2.64% | Add +0.5% | 98,121 | $7.9M |
| Fortis Capital Management LLC | 1.46% | Add +1.1% | 98,049 | $7.9M |
| CENTRAL TRUST Co | 0.19% | Add +2.3% | 97,768 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -3.4% | 97,754 | $7.8M |
| AA Financial Advisors, LLC | 2.09% | Add +19.6% | 97,542 | $7.8M |
| Guggenheim Capital LLC | 0.06% | Reduce -95.9% | 97,012 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -46.8% | 96,485 | $7.7M |
| Family CFO Inc | 4.26% | Add +3.4% | 96,391 | $7.7M |
| Cornerstone Wealth Management, LLC | 0.52% | Reduce -35.3% | 95,969 | $7.7M |
| XY Planning Network, Inc. | 5.75% | — | 95,396 | $7.7M |
| Marshall & Sterling Wealth Advisors Inc. | 5.28% | — | 95,167 | $7.6M |
| Apollon Wealth Management, LLC | 0.17% | Add +1380.1% | 93,041 | $7.5M |
| W.H. Cornerstone Investments Inc. | 4.98% | Add +12.8% | 92,978 | $7.5M |
| Greenwood Gearhart LLC | 0.51% | Add +6.1% | 92,911 | $7.5M |
| CacheTech Inc. | 1.38% | Add +23.4% | 91,985 | $7.4M |
| Ashton Thomas Securities, LLC | 2.02% | Add +2.2% | 91,712 | $7.4M |
| Pictet North America Advisors SA | 0.70% | Add +110.3% | 91,536 | $7.3M |
| Delta Financial Group, Inc. | 1.71% | Add +27.8% | 90,778 | $7.3M |
| Sage Rhino Capital LLC | 1.58% | Add +43.6% | 90,497 | $7.3M |
| Verde Capital Management | 2.04% | Add +14.9% | 90,067 | $7.2M |
| Trek Financial, LLC | 0.54% | Reduce -8.2% | 89,919 | $7.2M |
| Adams Wealth Management | 1.36% | Add +18.8% | 88,559 | $7.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -76.5% | 88,477 | $7.1M |
| Stephens Inc. | 0.10% | Add +8.9% | 87,521 | $7.0M |
| Altus Wealth Group LLC | 3.09% | Add +9.7% | 86,907 | $7.0M |
| Pacific Wealth Management | 3.69% | Reduce -48.4% | 86,838 | $7.0M |
| Matrix Trust Co | 1.21% | Reduce -1.9% | 86,824 | $7.0M |
| Country Trust Bank | 0.17% | No change | 86,500 | $6.9M |
| Headinvest, LLC | 1.29% | Add +3.4% | 85,400 | $6.9M |
| Divergent Planning, LLC | 2.32% | Add +3.5% | 85,609 | $6.8M |
| Elser Financial Planning, Inc | 0.40% | New | 83,500 | $6.7M |
| Naviter Wealth, LLC | 0.80% | Reduce -1.5% | 83,131 | $6.7M |
| Erickson Financial Group, LLC | 4.75% | Add +1.5% | 83,063 | $6.7M |
| TPG Financial Advisors, LLC | 2.90% | Reduce -0.7% | 83,029 | $6.7M |
| Osborne Partners Capital Management, LLC | 0.38% | Add +3.9% | 82,677 | $6.6M |
| Meridian Wealth Management, LLC | 0.31% | Add +3.7% | 81,402 | $6.5M |
| Powers Advisory Group, LLC | 3.26% | Add +4.8% | 81,207 | $6.5M |
| Causey Wealth LLC | 3.78% | — | 80,808 | $6.5M |
| Evergreen Capital Management LLC | 0.21% | Reduce -2.0% | 80,689 | $6.5M |
| Cascade Wealth Advisors, Inc | 4.32% | Add +41.0% | 79,562 | $6.4M |
| Perigon Wealth Management, LLC | 0.16% | Add +3.6% | 79,558 | $6.4M |
| Cresset Asset Management, LLC | 0.03% | Reduce -43.6% | 79,147 | $6.4M |
| CHB Investment Group, LLC | 3.44% | Add +2.3% | 78,863 | $6.3M |
| Juncture Wealth Strategies, LLC | 2.35% | Add +17.4% | 78,658 | $6.3M |
| Prospera Financial Services Inc | 0.15% | Add +409.4% | 77,829 | $6.2M |
| Sowell Financial Services LLC | 0.33% | Add +1.0% | 77,390 | $6.2M |
| Little House Capital LLC | 1.75% | Add +8.9% | 76,376 | $6.1M |
| Fortress Financial Solutions, LLC | 8.69% | — | 75,959 | $6.1M |
| Parkside Advisors LLC | 1.43% | Add +2.1% | 75,667 | $6.1M |
| Verus Wealth Management, LLC | 6.77% | — | 75,153 | $6.0M |
| Centiva Capital, LP | 0.23% | New | 75,000 | $6.0M |
| Capasso Planning Partners LLC | 2.39% | Add +12.7% | 74,395 | $6.0M |
| Bray Capital Advisors | 1.58% | Add +3.9% | 72,827 | $5.8M |
| Telos Capital Management, Inc. | 0.61% | Add +3.0% | 71,616 | $5.7M |
| Monument Capital Management | 1.57% | Reduce -3.4% | 70,854 | $5.7M |
| Yoder Wealth Management, Inc. | 3.13% | Reduce -1.6% | 70,697 | $5.7M |
| Stelac Advisory Services LLC | 2.20% | Add +2.9% | 70,372 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +10.8% | 70,131 | $5.6M |
| Brucke Financial, Inc. | 4.83% | — | 69,540 | $5.6M |
| Allworth Financial LP | 0.03% | Reduce -0.8% | 69,323 | $5.6M |
| Conscious Wealth Investments, LLC | 3.76% | Add +2.6% | 69,148 | $5.5M |
| Farrell Financial LLC | 3.93% | Add +3.7% | 68,411 | $5.5M |
| Virtue Capital Management, LLC | 1.10% | Reduce -0.4% | 68,212 | $5.5M |
| Partners in Financial Planning | 1.11% | Add +5.5% | 68,050 | $5.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.07% | Add +29.0% | 68,028 | $5.5M |
| Blair William & Co. | 0.02% | Add +2.1% | 67,997 | $5.5M |
| SevenBridge Financial Group, LLC | 1.03% | Add +0.1% | 67,251 | $5.4M |
| Prospect Financial Services LLC | 2.93% | Add +73.5% | 66,736 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.1% | 66,367 | $5.3M |
| Anchor Capital Advisors LLC | 0.15% | Reduce -3.4% | 65,813 | $5.3M |
| Aptus Capital Advisors, LLC | 0.06% | Add +464.2% | 65,304 | $5.2M |
| Prepared Retirement Institute LLC | 2.96% | Add +19.0% | 64,644 | $5.2M |
| BNP Paribas | 0.07% | Reduce -41.5% | 64,615 | $5.2M |
| Revisor Wealth Management LLC | 4.75% | Reduce -9.2% | 64,152 | $5.1M |
| Buska Wealth Management, LLC | 1.64% | Add +38.6% | 63,721 | $5.1M |
| Independent Advisor Alliance | 0.07% | New | 63,312 | $5.1M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -37.1% | 63,067 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -10.8% | 62,892 | $5.0M |
| Arvest Investments, Inc. | 0.79% | Add +5.8% | 61,877 | $5.0M |
| Viawealth, LLC | 2.97% | Add +17.2% | 61,328 | $4.9M |
| Auour Investments LLC | 1.70% | Add +4.9% | 60,258 | $4.9M |
| Golden Bell Financial Planning LLC | 4.84% | — | 60,026 | $4.8M |
| Atria Investments, Inc | 0.06% | Add +8.1% | 59,383 | $4.8M |
| Independence Asset Advisors, LLC | 21.75% | Add +183.2% | 58,435 | $4.7M |
| Van Strum & Towne Inc. | 1.64% | Reduce -16.0% | 58,166 | $4.7M |
| Portside Wealth Group, LLC | 0.77% | Add +15.3% | 57,900 | $4.6M |
| BIP Alliance, LLC | 1.96% | — | 57,807 | $4.6M |
| Lowe Brockenbrough & Co. Inc. | 0.29% | Add +17.7% | 57,319 | $4.6M |
| Tide Cove Capital Partners LLC | 3.93% | — | 57,653 | $4.6M |
| Rialto Wealth Management, LLC | 1.51% | — | 56,873 | $4.6M |
| National Bank of Canada | 0.01% | Reduce -64.0% | 56,638 | $4.5M |
| XML Financial, LLC | 0.42% | Reduce -1.1% | 56,473 | $4.5M |
| Passumpsic Savings Bank | 2.82% | Add +10.4% | 56,419 | $4.5M |
| McMill Wealth Management | 1.82% | — | 56,037 | $4.5M |
| Veridan Wealth LLC | 2.10% | — | 55,592 | $4.5M |
| CRA Financial Services, LLC | 0.76% | Add +16.0% | 55,450 | $4.5M |
| Bay Rivers Group | 2.16% | Add +5.5% | 55,422 | $4.4M |
| Sheets Smith Investment Management | 3.77% | — | 55,364 | $4.4M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -0.7% | 54,881 | $4.4M |
| Long Island Wealth Management, Inc. | 2.75% | Add +50.8% | 54,815 | $4.4M |
| CGN Advisors LLC | 0.43% | Add +26.5% | 54,788 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.6% | 54,653 | $4.4M |
| Forefront Wealth Partners, LLC | 3.22% | — | 53,837 | $4.3M |
| KMG Fiduciary Partners, LLC | 0.36% | Reduce -0.6% | 53,828 | $4.3M |
| Daiwa Securities Group Inc. | 0.02% | Add +1.7% | 53,690 | $4.3M |
| Braun-Bostich & Associates Inc. | 3.09% | Add +1.8% | 53,347 | $4.3M |
| Level Four Advisory Services, LLC | 0.17% | Add +5.9% | 53,222 | $4.3M |
| O'ROURKE & COMPANY, Inc | 2.06% | Reduce -2.8% | 52,358 | $4.2M |
| Acropolis Investment Management, LLC | 0.24% | New | 51,544 | $4.1M |
| BIP Wealth, LLC | 0.28% | Add +8.9% | 51,457 | $4.1M |
| Drive Wealth Management, LLC | 1.00% | Add +7.0% | 51,067 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +5.9% | 50,845 | $4.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Add +3.3% | 50,119 | $4.0M |
| Farther Finance Advisors, LLC | 0.14% | Add +1.9% | 49,833 | $4.0M |
| Ami Investment Management Inc. | 1.30% | No change | 49,677 | $4.0M |
| Mgo One Seven LLC | 0.15% | Reduce -3.8% | 49,305 | $4.0M |
| Gray Wealth Management Inc. | 1.50% | Add +63.7% | 49,224 | $4.0M |
| Cascade Financial Partners, LLC | 0.51% | Add +1.2% | 48,950 | $3.9M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -3.3% | 48,358 | $3.9M |
| Fortune 45 LLC | 2.53% | Add +67.1% | 48,344 | $3.9M |
| Ameritas Advisory Services, LLC | 0.13% | Add +9.3% | 48,096 | $3.9M |
| Sandy Spring Bank | 0.16% | Add +38.6% | 47,906 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.54% | Reduce -8.9% | 47,869 | $3.8M |
| Lauer Wealth, LLC | 2.55% | Reduce -56.4% | 47,470 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -6.5% | 47,394 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +6.1% | 47,344 | $3.8M |
| Betterment LLC | 0.01% | Add +22.8% | 47,313 | $3.8M |
| Rosenblum Silverman Sutton S F Inc. | 0.95% | Reduce -0.6% | 47,240 | $3.8M |
| Better Money Decisions, LLC | 2.62% | Add +6.8% | 47,137 | $3.8M |
| MBE Wealth Management, LLC | 2.12% | No change | 46,811 | $3.8M |
| Bull Street Advisors, LLC | 1.81% | No change | 46,737 | $3.8M |
| Transatlantique Private Wealth LLC | 1.42% | Add +0.1% | 46,601 | $3.7M |
| BetterWealth, LLC | 1.02% | Add +1.9% | 46,099 | $3.7M |
| BlueCrest Capital Management Ltd | 0.24% | New | 45,697 | $3.7M |
| Cypress Wealth Services, LLC | 0.73% | Add +2.3% | 45,097 | $3.6M |
| REDW Wealth LLC | 1.25% | Reduce -19.0% | 44,720 | $3.6M |
| Hofer & Associates. Inc | 2.40% | Add +31.0% | 44,531 | $3.6M |
| IFG Advisory, LLC | 0.20% | Add +30.1% | 44,209 | $3.5M |
| Breakwater Capital Group | 0.71% | Add +1.8% | 44,209 | $3.5M |
| SageView Advisory Group, LLC | 0.15% | Add +28.2% | 43,562 | $3.5M |
| German American Bancorp, Inc. | 0.37% | Add +6.3% | 43,515 | $3.5M |
| Websterrogers Financial Advisors, LLC | 1.21% | Add +1.9% | 43,510 | $3.5M |
| Sheets Smith Wealth Management | 0.43% | Reduce -15.4% | 43,413 | $3.5M |
| Brookstone Capital Management | 0.05% | Add +39.8% | 43,401 | $3.5M |
| United Community Bank | 1.35% | Add +3.1% | 43,076 | $3.5M |
| Laraway Financial Advisors Inc | 2.66% | No change | 4,298 | $3.5M |
| Advisory Research Inc. | 0.57% | No change | 42,929 | $3.4M |
| Silver Oak Wealth Advisors Services, LLC | 2.96% | — | 42,621 | $3.4M |
| Envision Financial LLC | 2.73% | — | 42,443 | $3.4M |
| Wealthspire Retirement, LLC | 0.27% | Add +16.4% | 42,179 | $3.4M |
| Rooted Wealth Advisors, Inc. | 1.32% | Add +27.8% | 42,255 | $3.4M |
| Perennial Advisors, LLC | 0.73% | — | 41,753 | $3.4M |
| Montag A & Associates Inc. | 0.16% | Reduce -5.7% | 41,623 | $3.3M |
| Bordeaux Wealth Advisors LLC | 0.53% | Reduce -8.3% | 41,463 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +7.4% | 41,350 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +20.1% | 41,237 | $3.3M |
| Stonebridge Financial Planning Group, LLC | 1.46% | Add +5.4% | 40,662 | $3.3M |
| Brooks, Moore & Associates, Inc. | 1.91% | Add +11.3% | 40,145 | $3.2M |
| Systelligence, LLC | 0.79% | New | 39,959 | $3.2M |
| Commerce Bank | 0.02% | Add +63.4% | 39,777 | $3.2M |
| Independent Financial Group, LLC | 0.11% | Add +38.7% | 39,747 | $3.2M |
| Counterweight Ventures, LLC | 2.24% | Add +2.6% | 39,390 | $3.2M |
| McNaughton Wealth Management, LLC | 1.52% | Add +1.4% | 39,386 | $3.2M |
| Lion Street Advisors, LLC | 0.99% | No change | 38,613 | $3.1M |
| OneAscent Financial Services LLC | 0.26% | New | 38,609 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +64.2% | 38,516 | $3.1M |
| Asset Planning Corporation | 1.92% | Add +291.2% | 38,186 | $3.1M |
| Christensen, King & Associates Investment Services, Inc. | 1.43% | Add +146.5% | 38,729 | $3.1M |
| Yeomans Consulting Group, Inc. | 1.14% | Add +0.9% | 37,766 | $3.0M |
| Strategic Financial Partners, Ltd. | 1.54% | Reduce -5.1% | 37,678 | $3.0M |
| Avant Financial Advisors LLC | 2.74% | — | 37,103 | $3.0M |
| Marietta Wealth Management, LLC | 0.42% | Add +5.5% | 36,853 | $3.0M |
| Carl P. Sherr & Co., LLC | 1.54% | Add +7.2% | 36,634 | $2.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.24% | — | 36,363 | $2.9M |
| Heritage Trust Co | 0.34% | — | 36,244 | $2.9M |
| Aries Wealth Management | 0.80% | Add +12.5% | 36,076 | $2.9M |
| SWAN Capital LLC | 1.40% | Reduce -11.7% | 35,722 | $2.9M |
| Marshall Financial Group Inc. | 0.86% | Add +6.5% | 35,148 | $2.8M |
| Compagnie Lombard Odier SCmA | 0.04% | Reduce -24.1% | 35,081 | $2.8M |
| Tme Financial, Inc. | 2.56% | — | 32,700 | $2.7M |
| DDFG, Inc | 0.78% | Reduce -2.7% | 33,693 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +9.0% | 32,977 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +141.0% | 32,824 | $2.6M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -79.2% | 33,156 | $2.6M |
| Signal Advisors Wealth, LLC | 0.29% | Reduce -6.1% | 32,417 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 32,189 | $2.6M |
| Trivium Point Advisory, LLC | 0.33% | Add +22.8% | 32,066 | $2.6M |
| Novem Group | 0.38% | — | 31,723 | $2.5M |
| Fifth Third Securities, Inc. | 0.22% | Add +11.8% | 31,629 | $2.5M |
| Weik Capital Management | 1.02% | Reduce -0.4% | 31,335 | $2.5M |
| Seven Mile Advisory | 1.58% | Reduce -19.3% | 30,913 | $2.5M |
| Addis & Hill, Inc | 1.82% | Add +31.0% | 30,600 | $2.5M |
| Transcendent Capital Group LLC | 1.27% | Reduce -10.9% | 30,576 | $2.5M |
| Capital Advisory Group Advisory Services, LLC | 0.87% | Add +109.0% | 30,271 | $2.4M |
| SC&H Financial Advisors, Inc. | 0.50% | Add +2.7% | 30,116 | $2.4M |
| Signal Tree Financial Partners LLC | 2.83% | — | 30,044 | $2.4M |
| Seamount Financial Group Inc. | 1.65% | Add +1.8% | 29,765 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +5.1% | 29,381 | $2.4M |
| Tandem Investment Partners LLC | 2.22% | — | 28,955 | $2.3M |
| Ironwood Investment Counsel, LLC | 0.40% | Add +1.8% | 28,896 | $2.3M |
| Parsons Capital Management Inc. | 0.13% | Reduce -0.9% | 28,781 | $2.3M |
| Life Planning Partners, Inc | 2.13% | Reduce -2.4% | 28,754 | $2.3M |
| Greenwich Wealth Management LLC | 0.16% | Add +4.5% | 28,622 | $2.3M |
| Rathbones Group PLC | 0.01% | Reduce -42.7% | 28,369 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Reduce -80.2% | 28,327 | $2.3M |
| HUB Investment Partners, LLC | 0.09% | Reduce -25.4% | 27,826 | $2.2M |
| Parr McKnight Wealth Management Group, LLC | 0.32% | — | 27,729 | $2.2M |
| Greenleaf Trust | 0.02% | Reduce -28.0% | 27,401 | $2.2M |
| Rockbridge Investment Management, LCC | 0.28% | Reduce -6.0% | 27,197 | $2.2M |
| Orcam Financial Group | 2.11% | Reduce -2.2% | 27,157 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +40.3% | 27,124 | $2.2M |
| Savvy Advisors, Inc. | 0.26% | Reduce -20.9% | 27,020 | $2.2M |
| OxenFree Capital LLC | 1.62% | Add +4.7% | 26,866 | $2.2M |
| James Investment Research, Inc. | 0.26% | Add +11.1% | 26,780 | $2.1M |
| 4WEALTH Advisors, Inc. | 2.19% | — | 26,647 | $2.1M |
| Cardiff Park Advisors, LLC | 0.20% | Add +0.2% | 26,335 | $2.1M |
| Mosaic Family Wealth Partners, LLC | 0.31% | Add +5.0% | 26,326 | $2.1M |
| Foster Group, Inc. | 0.08% | Reduce -5.7% | 26,139 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -6.0% | 25,634 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +15.9% | 25,622 | $2.1M |
| Topel & Distasi Wealth Management, LLC | 0.88% | Reduce -0.9% | 25,528 | $2.0M |
| Semmax Financial Advisors Inc. | 0.54% | Reduce -5.1% | 25,286 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +6.1% | 25,314 | $2.0M |
| MAI Capital Management | 0.02% | New | 25,296 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -19.4% | 25,272 | $2.0M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -2.7% | 24,868 | $2.0M |
| Murphy & Mullick Capital Management Corp | 1.84% | — | 24,868 | $2.0M |
| Carnegie Investment Counsel | 0.06% | Add +3.9% | 24,796 | $2.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.06% | Add +1.4% | 24,777 | $2.0M |
| RoundAngle Advisors LLC | 1.89% | — | 24,683 | $2.0M |
| Modus Advisors, LLC | 0.62% | Add +13.8% | 24,674 | $2.0M |
| North Forty Two & Co. | 2.29% | — | 24,672 | $2.0M |
| Hexagon Capital Partners LLC | 0.36% | Add +10.7% | 24,657 | $2.0M |
| Ramiah Investment Group | 1.79% | Add +1.6% | 24,481 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +1.4% | 24,334 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -8.3% | 24,260 | $1.9M |
| Hobbs Group Advisors, LLC | 0.73% | Reduce -0.6% | 24,135 | $1.9M |
| Sincerus Advisory, LLC | 2.07% | — | 24,070 | $1.9M |
| Horizon Financial Services, LLC | 1.09% | Reduce -9.7% | 24,054 | $1.9M |
| Proquility Private Wealth Partners, LLC | 0.62% | Reduce -16.8% | 24,051 | $1.9M |
| US Bancorp \de | 0.00% | Add +2.8% | 24,014 | $1.9M |
| Brighton Securities Corp. | 0.93% | — | 23,897 | $1.9M |
| NBT Bank, N.A. | 0.13% | Reduce -1.0% | 23,784 | $1.9M |
| Cadence Bank | 0.13% | Add +524.0% | 23,738 | $1.9M |
| American Investment Services, Inc. | 0.34% | Add +46.6% | 23,653 | $1.9M |
| Nwam LLC | 0.12% | Add +1.3% | 23,538 | $1.9M |
| Main Street Financial Solutions, LLC | 0.19% | Add +579.6% | 23,412 | $1.9M |
| RMR Capital Management, LLC | 1.40% | New | 23,396 | $1.9M |
| Retireful, LLC | 1.05% | Reduce -4.6% | 23,332 | $1.9M |
| TrinityPoint Wealth, LLC | 0.26% | Reduce -0.4% | 23,330 | $1.9M |
| Wealthedge Investment Advisors, LLC | 0.84% | — | 23,285 | $1.9M |
| Glenview Trust Co | 0.04% | Add +164.6% | 23,280 | $1.9M |
| Dearborn Partners LLC | 0.08% | Reduce -1.4% | 23,149 | $1.9M |
| Diversified Portfolios, Inc. | 0.20% | Add +2.3% | 23,090 | $1.9M |
| Rinkey Investments | 0.59% | Add +80.3% | 22,998 | $1.8M |
| Coston, McIsaac & Partners | 0.55% | Add +62.0% | 22,987 | $1.8M |
| Elmwood Wealth Management, Inc. | 0.74% | Reduce -3.8% | 22,909 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +13.5% | 22,902 | $1.8M |
| Friedenthal Financial | 1.07% | Add +2.8% | 22,861 | $1.8M |
| Morris Financial Concepts, Inc. | 0.79% | Add +0.9% | 22,824 | $1.8M |
| Petra Financial Advisors Inc. | 1.23% | Add +0.7% | 22,611 | $1.8M |
| Quartz Partners, LLC | 1.10% | Add +1.4% | 22,546 | $1.8M |
| Bcwm, LLC | 0.64% | — | 22,529 | $1.8M |
| Global Financial Private Client, LLC | 0.67% | Add +17.8% | 22,288 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +3.0% | 22,217 | $1.8M |
| Pettyjohn, Wood & White, Inc. | 0.32% | Add +4.0% | 21,651 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +31.0% | 21,444 | $1.7M |
| Strategic Investment Advisors / MI | 0.18% | Add +7.9% | 21,367 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Add +2.4% | 21,170 | $1.7M |
| TriaGen Wealth Management LLC | 0.57% | Add +0.2% | 21,007 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.00% | Add +73.3% | 20,843 | $1.7M |
| Vicus Capital | 0.15% | Add +1.7% | 20,840 | $1.7M |
| Summit Wealth Partners, LLC | 0.34% | Add +5.6% | 20,650 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +5.0% | 20,744 | $1.7M |
| Clarity Wealth Development LLC | 1.79% | — | 20,413 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.0% | 20,392 | $1.6M |
| Leavell Investment Management, Inc. | 0.08% | Add +5.9% | 20,029 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +110.9% | 19,829 | $1.6M |
| CVA Family Office, LLC | 0.25% | Add +17.5% | 19,737 | $1.6M |
| FMR LLC | 0.00% | Add +21.8% | 19,516 | $1.6M |
| Leeward Financial Partners, LLC | 0.56% | Add +13.6% | 19,466 | $1.6M |
| Cambria Investment Management, L.P. | 0.09% | Reduce -7.5% | 19,435 | $1.6M |
| Ascent Wealth Partners, LLC | 0.21% | Add +8.5% | 19,203 | $1.5M |
| Columbus Macro, LLC | 0.21% | Add +1.1% | 19,184 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -1.2% | 19,131 | $1.5M |
| Smith, Moore & Co. | 0.14% | Reduce -10.9% | 18,875 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.71% | Add +4.4% | 18,855 | $1.5M |
| Man Group plc | 0.00% | Reduce -28.9% | 18,767 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +12.0% | 18,714 | $1.5M |
| Guardian Wealth Management, Inc. | 1.02% | Add +231.7% | 18,696 | $1.5M |
| Agate Pass Investment Management, LLC | 0.68% | Add +5.3% | 18,649 | $1.5M |
| Saranac Partners Ltd | 0.84% | New | 18,565 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.25% | Add +11.6% | 18,545 | $1.5M |
| Beaird Harris Wealth Management, LLC | 0.13% | Add +88.6% | 18,538 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Add +15.0% | 18,479 | $1.5M |
| Riverbend Wealth Management, LLC | 1.32% | — | 18,453 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.07% | Add +1.1% | 18,316 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Reduce -42.2% | 18,308 | $1.5M |
| Talon Private Wealth, LLC | 0.30% | Add +213.2% | 17,977 | $1.4M |
| Naples Global Advisors, LLC | 0.13% | Add +2.9% | 17,764 | $1.4M |
| Rockland Trust Co. | 0.07% | No change | 17,758 | $1.4M |
| Arax Advisory Partners | 0.09% | New | 17,737 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Add +3.2% | 17,724 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.96% | Add +10.0% | 17,621 | $1.4M |
| Elm3 Financial Group, LLC | 1.21% | — | 17,602 | $1.4M |
| Independence Bank of Kentucky | 0.22% | Add +7.0% | 17,488 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.11% | Add +8.4% | 17,326 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +421.0% | 17,219 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -5.7% | 17,124 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +22.1% | 17,042 | $1.4M |
| Arlington Financial Advisors, LLC | 0.27% | New | 17,000 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.0% | 16,890 | $1.4M |
| Tull Financial Group, Inc. | 0.81% | New | 16,760 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.38% | Add +34.8% | 16,573 | $1.3M |
| IPG Investment Advisors LLC | 0.30% | No change | 16,500 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 16,413 | $1.3M |
| TBH Global Asset Management, LLC | 0.31% | Reduce -0.4% | 16,364 | $1.3M |
| Thrive Capital Management, LLC | 0.59% | Add +45.0% | 15,967 | $1.3M |
| Coordinated Financial Services, Inc. | 1.01% | — | 15,921 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | Add +0.5% | 15,885 | $1.3M |
| Genesee Capital Advisors, LLC | 0.59% | Reduce -2.0% | 15,885 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +3.0% | 15,884 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.3% | 15,823 | $1.3M |
| REAP Financial Group, LLC | 0.31% | Add +5.0% | 15,768 | $1.3M |
| Sovran Advisors, LLC | 0.18% | — | 15,940 | $1.3M |
| Titan Global Capital Management USA LLC | 0.19% | Add +7.2% | 15,589 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Add +4.5% | 15,559 | $1.2M |
| North Star Investment Management Corp. | 0.09% | Reduce -1.8% | 15,503 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -8.0% | 15,476 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +10.9% | 15,372 | $1.2M |
| Chesapeake Capital Corp. | 1.25% | Reduce -0.5% | 15,349 | $1.2M |
| LFA - Lugano Financial Advisors SA | 0.80% | Reduce -3.4% | 15,335 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Reduce -4.3% | 15,166 | $1.2M |
| Estate Counselors, LLC | 0.13% | Reduce -1.5% | 15,057 | $1.2M |
| Titleist Asset Management, LLC | 0.14% | Add +25.4% | 15,011 | $1.2M |
| Cornerstone Financial Group, LLC | 1.18% | — | 14,920 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.54% | — | 14,645 | $1.2M |
| Kades & Cheifetz LLC | 0.61% | Add +16.0% | 14,751 | $1.2M |
| Stokes Family Office, LLC | 0.13% | Reduce -6.8% | 14,722 | $1.2M |
| Apollon Financial, LLC | 0.29% | New | 14,645 | $1.2M |
| StoneX Group Inc. | 0.06% | Add +0.1% | 14,632 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.0% | 14,599 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +23.4% | 14,518 | $1.2M |
| Defined Wealth Management, LLC | 0.77% | Add +0.3% | 14,413 | $1.2M |
| Axos Invest Inc. | 0.83% | Reduce -4.2% | 14,279 | $1.1M |
| Quadrature Capital Ltd | 0.02% | New | 14,258 | $1.1M |
| Forum Private Client Group LLC | 0.51% | Reduce -6.1% | 14,233 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | Reduce -1.0% | 14,153 | $1.1M |
| Graypoint LLC | 0.07% | Add +11.2% | 14,066 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -5.7% | 13,958 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -21.3% | 13,940 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -6.7% | 13,732 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -79.4% | 13,647 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -10.2% | 13,539 | $1.1M |
| SGL Investment Advisors, Inc. | 0.56% | Reduce -4.3% | 13,523 | $1.1M |
| Gould Asset Management LLC | 0.23% | Add +7.5% | 13,493 | $1.1M |
| Firestone Capital Management | 0.27% | Add +5.9% | 13,491 | $1.1M |
| Cooper Financial Group | 0.13% | Reduce -1.4% | 13,454 | $1.1M |
| High Net Worth Advisory Group LLC | 0.30% | Add +19.7% | 13,442 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +60.9% | 13,282 | $1.1M |
| Cwm, LLC | 0.00% | Add +3.0% | 13,198 | $1.1M |
| Aua Capital Management, LLC | 0.67% | Reduce -2.9% | 13,099 | $1.1M |
| Center For Asset Management LLC | 0.68% | Reduce -3.0% | 13,036 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -8.2% | 12,886 | $1.0M |
| Legacy Private Trust Co. | 0.07% | Add +3.8% | 12,815 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +41.6% | 12,667 | $1.0M |
| Venture Visionary Partners LLC | 0.04% | Add +4.3% | 12,616 | $1.0M |
| Southland Equity Partners LLC | 0.24% | Add +2.4% | 12,585 | $1.0M |
| Zacks Investment Management | 0.01% | Add +0.6% | 12,583 | $1.0M |
| FSC Wealth Advisors, LLC | 0.65% | Add +16.7% | 12,515 | $1.0M |
| Chandler Asset Management, Inc. | 0.19% | Add +1.0% | 12,450 | $999K |
| Stephens Group Asset Management, LLC | 0.08% | Add +202.2% | 12,431 | $998K |
| Canal Capital Management, LLC | 0.16% | New | 12,401 | $995K |
| Meridian Financial Advisors, LLC | 0.69% | Add +7.7% | 12,395 | $995K |
| Iron Gate Global Advisors LLC | 0.14% | Reduce -96.1% | 12,380 | $994K |
| Crabel Capital Management, LLC | 3.23% | Reduce -84.2% | 12,379 | $994K |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -0.5% | 12,275 | $985K |
| Palouse Capital Management, Inc. | 0.65% | Reduce -5.3% | 12,243 | $983K |
| Financial Counselors Inc. | 0.01% | Reduce -16.2% | 12,207 | $980K |
| Krilogy Financial LLC | 0.07% | Reduce -2.1% | 12,165 | $976K |
| Certified Advisory Corp | 0.11% | Add +41.5% | 12,152 | $975K |
| Berkshire Asset Management LLC | 0.05% | Reduce -2.6% | 12,125 | $975K |
| Spire Wealth Management | 0.03% | Add +16.3% | 12,103 | $971K |
| Alliance Wealth Advisors, LLC | 0.25% | Add +24.1% | 12,092 | $971K |
| Alteri Wealth LLC | 0.27% | — | 12,058 | $968K |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -5.8% | 12,039 | $967K |
| Mission Wealth Management, LP | 0.02% | Add +19.6% | 12,016 | $965K |
| Northern Trust Corp. | 0.00% | Reduce -28.1% | 11,994 | $963K |
| One Capital Management, LLC | 0.03% | Add +72.3% | 11,973 | $961K |
| GenTrust, LLC | 0.04% | Reduce -3.7% | 11,903 | $955K |
| AllSquare Wealth Management LLC | 0.55% | Add +0.1% | 11,890 | $954K |
| Neumann Capital Management, LLC | 0.32% | Reduce -0.2% | 11,840 | $950K |
| J. W. Coons Advisors, LLC | 0.24% | Add +120.2% | 11,750 | $943K |
| Independent Wealth Network Inc. | 0.38% | Add +11.7% | 11,709 | $940K |
| Bath Savings Trust Co | 0.10% | Add +6.7% | 11,648 | $935K |
| Cary Street Partners Financial LLC | 0.03% | — | 11,580 | $930K |
| Silver Oak Advisory Group, Inc. | 0.49% | Add +0.3% | 11,529 | $925K |
| Houlihan Financial Resource Group, Ltd. | 0.39% | Add +0.0% | 11,499 | $923K |
| Mengis Capital Management, Inc. | 0.19% | Add +167.6% | 11,465 | $920K |
| International Assets Investment Management, LLC | 0.08% | Reduce -61.3% | 11,387 | $914K |
| Compass Ion Advisors, LLC | 0.11% | No change | 11,344 | $911K |
| Triton Financial Group Inc | 0.57% | Reduce -9.3% | 11,334 | $910K |
| Round Rock Advisors LLC | 0.19% | Add +10.9% | 11,323 | $909K |
| Clarity Capital Advisors, LLC | 0.61% | Add +15.0% | 11,266 | $904K |
| Guidance Capital, Inc. | 0.28% | New | 11,207 | $901K |
| Novare Capital Management LLC | 0.07% | Add +9.2% | 11,068 | $888K |
| Smith Anglin Financial, LLC | 0.08% | Reduce -17.1% | 11,067 | $888K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +10.1% | 11,048 | $887K |
| Choreo, LLC | 0.01% | Add +0.5% | 10,970 | $882K |
| TFB Advisors LLC | 0.25% | Add +25.2% | 10,937 | $878K |
| Argent Trust Co | 0.04% | Reduce -12.4% | 10,937 | $878K |
| Shelter Mutual Insurance Co | 0.22% | No change | 10,917 | $876K |
| Integral Investment Advisors, Inc. | 0.28% | Add +9.0% | 10,859 | $872K |
| Act Two Investors LLC | 0.17% | No change | 10,773 | $865K |
| Keener Financial Planning LLC | 0.51% | Reduce -2.0% | 10,755 | $863K |
| Capstone Capital LLC | 0.71% | Reduce -5.1% | 10,744 | $862K |
| Fiduciary Trust Co | 0.01% | Add +7.7% | 10,723 | $861K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +52.5% | 10,715 | $860K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.7% | 10,729 | $857K |
| Maia Wealth LLC | 0.18% | Add +8.5% | 10,598 | $857K |
| World Investment Advisors | 0.02% | Reduce -2.8% | 10,584 | $850K |
| Integrity Financial Corp | 0.49% | Reduce -1.9% | 10,550 | $847K |
| Grandview Asset Management LLC | 0.31% | Add +151.6% | 10,502 | $843K |
| Baker Tilly Wealth Management, LLC | 0.33% | Add +6.6% | 10,475 | $841K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Add +7.5% | 10,398 | $835K |
| Vision Capital Management, Inc. | 0.12% | Reduce -1.0% | 10,293 | $826K |
| Patten Group, Inc. | 0.18% | Add +0.6% | 10,283 | $825K |
| FC Advisory LLC | 0.28% | Add +2.9% | 10,233 | $821K |
| AlTi Global, Inc. | 0.02% | Reduce -12.1% | 10,220 | $820K |
| Lifeworks Advisors, LLC | 0.15% | Add +75.0% | 10,165 | $816K |
| GK Wealth Management LLC | 1.03% | — | 10,111 | $812K |
| Sonata Capital Group Inc. | 0.34% | Reduce -1.0% | 10,085 | $810K |
| Noesis Capital Mangement Corp. | 0.15% | Reduce -0.1% | 10,082 | $809K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.5% | 10,078 | $809K |
| Millennium Management | 0.00% | Reduce -69.5% | 10,060 | $808K |
| OMNI 360 Wealth, Inc. | 0.53% | Reduce -21.4% | 9,946 | $798K |
| Interactive Financial Advisors, Inc. | 0.42% | Add +1.9% | 9,942 | $798K |
| Inman Jager Wealth Management, LLC | 0.62% | — | 9,876 | $793K |
| Concord Wealth Partners | 0.13% | Add +4.5% | 9,840 | $790K |
| National Philanthropic Trust | 0.01% | No change | 9,757 | $783K |
| Bison Wealth, LLC | 0.09% | — | 9,574 | $769K |
| Olde Wealth Management, LLC | 0.27% | No change | 9,536 | $765K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +1.9% | 9,529 | $765K |
| Accretive Wealth Partners, LLC | 0.32% | Add +5.1% | 9,302 | $747K |
| Alerus Financial NA | 0.06% | Reduce -9.0% | 9,271 | $744K |
| Shum Financial Group, Inc. | 0.64% | Add +1.6% | 9,264 | $744K |
| Agf Management Ltd. | 0.00% | Reduce -56.2% | 9,200 | $738K |
| Jacobi Capital Management LLC | 0.06% | Reduce -0.7% | 9,170 | $736K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +0.0% | 9,108 | $731K |
| Timonier Family Office, LTD. | 0.37% | — | 9,033 | $725K |
| Ascentis Independent Advisors | 0.14% | Add +0.2% | 8,992 | $722K |
| Wesbanco Bank Inc. | 0.02% | Add +241.3% | 8,956 | $719K |
| Brighton Jones LLC | 0.02% | Add +107.9% | 8,916 | $716K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.3% | 8,898 | $714K |
| Duncker Streett & Co. Inc. | 0.13% | Add +8.9% | 8,780 | $705K |
| XTX Topco Ltd | 0.06% | New | 8,757 | $703K |
| Wedbush Securities Inc. | 0.02% | Reduce -15.9% | 8,620 | $692K |
| Wellington Wealth Strategies, LLC. | 0.63% | Reduce -18.7% | 8,567 | $691K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | No change | 8,576 | $688K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 8,561 | $687K |
| My Legacy Advisors, LLC | 0.27% | Reduce -0.5% | 8,569 | $686K |
| First Merchants Corp. | 0.03% | Add +29.3% | 8,489 | $681K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -68.0% | 8,452 | $678K |
| Moser Wealth Advisors, LLC | 0.35% | Add +8.2% | 8,422 | $676K |
| Cordatus Wealth Management LLC | 0.18% | New | 8,414 | $675K |
| Simon Quick Advisors, LLC | 0.04% | No change | 8,291 | $666K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -19.6% | 8,234 | $661K |
| Ibex Wealth Advisors | 0.08% | New | 8,234 | $661K |
| Tradition Wealth Management, LLC | 0.06% | Add +7.2% | 8,233 | $661K |
| Baker Ellis Asset Management LLC | 0.10% | Reduce -6.5% | 8,200 | $658K |
| Mosaic Financial Group, LLC | 0.47% | Reduce -7.2% | 8,194 | $658K |
| Fermata Advisors, LLC | 0.12% | Reduce -5.0% | 8,173 | $656K |
| Norden Group LLC | 0.07% | Add +5.0% | 8,096 | $650K |
| Trilogy Capital Inc. | 0.03% | Add +12.9% | 7,998 | $642K |
| Atlas Capital Advisors Inc. | 0.08% | Add +60.8% | 7,888 | $633K |
| Founders Financial Securities LLC | 0.06% | Reduce -66.6% | 7,847 | $630K |
| Diversify Wealth Management, LLC | 0.05% | Add +1.1% | 7,915 | $628K |
| Inspire Advisors, LLC | 0.08% | Add +2.3% | 7,789 | $625K |
| Sovereign Financial Group, Inc. | 0.14% | Add +84.9% | 7,764 | $623K |
| Pines Wealth Management, LLC | 0.27% | — | 7,830 | $622K |
| Compass Financial Group, INC | 0.12% | Reduce -1.3% | 7,710 | $619K |
| Liberty Capital Management, Inc. | 0.14% | Add +15.2% | 7,700 | $618K |
| Falcon Wealth Planning | 0.07% | New | 7,551 | $606K |
| IHT Wealth Management, LLC | 0.02% | Reduce -9.6% | 7,524 | $604K |
| International Private Wealth Advisors LLC | 0.60% | No change | 7,516 | $603K |
| Linden Thomas Advisory Services, LLC | 0.08% | New | 7,483 | $601K |
| Greenspring Advisors, LLC | 0.13% | Reduce -23.6% | 7,474 | $600K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.9% | 7,424 | $596K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -7.6% | 7,384 | $593K |
| Schmidt P J Investment Management Inc. | 0.10% | No change | 7,370 | $592K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.4% | 7,330 | $588K |
| Ascent Group, LLC | 0.04% | Add +4.1% | 7,224 | $580K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.9% | 7,222 | $580K |
| CoreCap Advisors, LLC | 0.03% | Add +19.2% | 7,190 | $577K |
| Tsfg, LLC | 0.12% | Add +12.3% | 7,189 | $577K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -36.5% | 7,166 | $575K |
| Providence First Trust Co | 0.21% | No change | 7,092 | $569K |
| Harmony Asset Management LLC | 0.22% | Add +22.5% | 7,057 | $566K |
| Aveo Capital Partners, LLC | 0.06% | Add +31.8% | 7,020 | $563K |
| Brown Advisory Inc. | 0.00% | Reduce -8.0% | 7,018 | $563K |
| Twele Capital Management, Inc. | 0.12% | Add +11.9% | 6,999 | $562K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -33.2% | 6,963 | $559K |
| Disciplined Investments, LLC | 0.27% | Add +184.5% | 6,908 | $555K |
| Graney & King, LLC | 0.42% | — | 6,881 | $552K |
| Lineweaver Wealth Advisors, LLC | 0.10% | Reduce -10.8% | 6,804 | $546K |
| Cunning Capital Partners, LP | 0.33% | Reduce -34.0% | 7,000 | $546K |
| Pacifica Partners Inc. | 0.24% | Reduce -29.1% | 6,794 | $545K |
| Argus Investors' Counsel, Inc. | 0.36% | Add +7.0% | 6,747 | $542K |
| Private Capital Management, LLC | 0.06% | Add +4.5% | 6,714 | $539K |
| Clark Asset Management, LLC | 0.10% | Add +4.7% | 6,713 | $539K |
| Sage Capital Management, LLC | 0.27% | Reduce -4.6% | 6,708 | $538K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -44.3% | 6,634 | $532K |
| Insight Inv LLC | 0.37% | Add +27.4% | 6,611 | $531K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.3% | 6,600 | $530K |
| Johnson Financial Group, Inc. | 0.03% | Add +249.4% | 6,548 | $529K |
| Orleans Capital Management Corp. | 0.29% | Add +4.8% | 6,482 | $522K |
| Brooklyn FI, LLC | 0.17% | Add +0.7% | 6,505 | $522K |
| Investment Advisory Group, LLC | 0.17% | No change | 6,499 | $522K |
| Creative Financial Designs Inc. | 0.04% | Add +16.6% | 6,466 | $519K |
| Axis Wealth Partners, LLC | 0.44% | — | 6,459 | $518K |
| Keystone Financial Group | 0.05% | Reduce -0.6% | 6,458 | $518K |
| Dynamic Wealth Strategies, LLC | 0.46% | Reduce -0.4% | 6,451 | $518K |
| Running Point Capital Advisors, LLC | 0.18% | No change | 6,416 | $515K |
| AE Wealth Management LLC | 0.00% | Reduce -27.8% | 6,369 | $511K |
| WealthCollab, LLC | 0.33% | No change | 6,366 | $511K |
| Wiser Advisor Group LLC | 0.74% | Add +0.9% | 6,351 | $510K |
| Global Assets Advisory, LLC | 0.28% | Add +48.0% | 6,286 | $505K |
| Fourth Dimension Wealth, LLC | 0.26% | — | 6,195 | $497K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 6,170 | $495K |
| Plotkin Financial Advisors, LLC | 0.29% | Reduce -4.4% | 6,165 | $495K |
| Cherrydale Wealth Management, LLC | 0.19% | Reduce -28.6% | 6,154 | $494K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +1.0% | 6,131 | $492K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +0.2% | 6,118 | $491K |
| Meitav Investment House Ltd. | 0.01% | Add +30.9% | 6,024 | $483K |
| Davis R M Inc. | 0.01% | Add +11.5% | 5,991 | $481K |
| Allie Family Office LLC | 0.27% | Reduce -0.8% | 5,961 | $478K |
| Community Financial Services Group, LLC | 0.09% | Reduce -3.4% | 5,937 | $477K |
| Condor Capital Management | 0.04% | Reduce -0.1% | 5,930 | $476K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -14.3% | 5,928 | $476K |
| Seelaus Asset Management LLC | 0.44% | Reduce -2.0% | 5,904 | $474K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -0.8% | 5,865 | $471K |
| Boston Trust Walden Corp | 0.00% | Reduce -37.2% | 5,860 | $470K |
| True North Advisors, LLC | 0.11% | New | 5,752 | $462K |
| Horizon Investments, LLC | 0.01% | Reduce -72.0% | 5,760 | $461K |
| First United Bank & Trust | 0.17% | Add +10.9% | 5,734 | $460K |
| Pekin Hardy Strauss, Inc. | 0.06% | Add +3.6% | 5,729 | $460K |
| 180 Wealth Advisors, LLC | 0.07% | Add +0.0% | 5,718 | $459K |
| IVC Wealth Advisors LLC | 0.26% | Add +3.1% | 5,695 | $457K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +13.4% | 5,625 | $452K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 5,592 | $449K |
| Werba Rubin Papier Wealth Management | 0.11% | New | 5,576 | $448K |
| Forza Wealth Management, LLC | 0.20% | No change | 5,542 | $445K |
| Oxinas Partners, LLC | 0.26% | Reduce -11.0% | 5,535 | $444K |
| Capital Analysts, LLC | 0.02% | Add +8.7% | 5,535 | $444K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 5,530 | $444K |
| Meriwether Wealth & Planning, LLC | 0.31% | — | 5,493 | $441K |
| Central Valley Advisors, LLC | 0.20% | New | 5,474 | $439K |
| Stablepoint Partners, LLC | 0.08% | Add +2.7% | 5,448 | $437K |
| Verisail Partners, LLC | 0.20% | — | 5,339 | $429K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.5% | 5,325 | $427K |
| SouthState Bank Corp | 0.03% | Reduce -43.2% | 5,311 | $426K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.8% | 5,283 | $424K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +7.2% | 5,272 | $423K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.4% | 5,218 | $419K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.7% | 5,122 | $411K |
| Two Sigma Securities, LLC | 0.07% | Reduce -93.7% | 5,102 | $410K |
| Ameriflex Group, Inc. | 0.19% | — | 5,067 | $409K |
| Planning Directions Inc. | 0.24% | Add +59.6% | 5,047 | $405K |
| Nottingham Advisors, Inc. | 0.05% | Add +63.7% | 5,021 | $403K |
| Powell Investment Advisors, LLC | 0.19% | No change | 5,020 | $403K |
| Quantitative Strategies, Inc. | 0.21% | New | 5,005 | $402K |
| Uptick Partners, LLC | 0.15% | Reduce -2.4% | 4,999 | $401K |
| Horan Capital Advisors, LLC. | 0.13% | Reduce -1.6% | 4,940 | $397K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 4,915 | $395K |
| CW Advisors, LLC | 0.01% | Add +31.4% | 4,900 | $393K |
| Narus Financial Partners, LLC | 0.13% | Add +5.8% | 4,889 | $392K |
| Objectivity Squared, LLC | 0.26% | Add +31.2% | 4,800 | $381K |
| Centaurus Financial, Inc. | 0.02% | Add +15.4% | 4,738 | $380K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -9.7% | 4,731 | $380K |
| Ameliora Wealth Management Ltd. | 0.14% | No change | 4,727 | $379K |
| Merkkuri Wealth Advisors LLC | 0.30% | Add +1.5% | 4,677 | $375K |
| Bristlecone Advisors, LLC | 0.03% | Add +1.5% | 4,677 | $375K |
| Sawyer & Company, Inc | 0.14% | Add +10.4% | 4,673 | $375K |
| Summit Global Investments | 0.02% | Reduce -2.7% | 4,666 | $375K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.0% | 4,664 | $374K |
| Keyvantage Wealth, LLC | 0.27% | — | 4,637 | $372K |
| Zhang Financial LLC | 0.02% | Add +0.6% | 4,576 | $367K |
| TT Capital Management LLC | 0.29% | — | 4,557 | $365K |
| Occidental Asset Management, LLC | 0.06% | Reduce -2.6% | 4,542 | $365K |
| Root Financial Partners, LLC | 0.05% | New | 4,530 | $364K |
| Wallace Advisory Group, LLC | 0.25% | Reduce -2.9% | 4,336 | $363K |
| Spectrum Wealth Counsel, LLC | 0.04% | Reduce -6.2% | 4,523 | $363K |
| Uncommon Cents Investing LLC | 0.11% | Add +12.0% | 4,515 | $362K |
| Victory Financial Group, LLC | 0.10% | — | 4,508 | $362K |
| M&T Bank Corp | 0.00% | New | 4,468 | $359K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +1.5% | 4,383 | $355K |
| Greenwood Capital Associates LLC | 0.05% | No change | 4,386 | $352K |
| Maripau Wealth Management LLC | 0.21% | New | 4,348 | $349K |
| Evanson Asset Management, LLC | 0.02% | Add +73.8% | 4,337 | $348K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +1.1% | 4,333 | $348K |
| Ballentine Partners, LLC | 0.01% | New | 4,301 | $345K |
| Culbertson A N & Co. Inc. | 0.05% | Add +7.5% | 4,280 | $344K |
| Disciplined Investors, L.L.C. | 0.33% | — | 4,336 | $343K |
| Obermeyer Wealth Partners | 0.02% | Add +0.7% | 4,276 | $343K |
| Triumph Capital Management | 0.12% | New | 4,254 | $341K |
| Northwest Bank & Trust Co | 0.25% | No change | 4,121 | $339K |
| Financial Network Wealth Advisors LLC | 0.63% | Reduce -57.9% | 4,213 | $338K |
| O'Dell Group, LLC | 0.08% | Add +2.1% | 4,209 | $338K |
| Treynor Bancshares, Inc. | 0.35% | Reduce -48.3% | 4,188 | $336K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 4,180 | $336K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 4,166 | $334K |
| Concorde Asset Management, LLC | 0.17% | Add +0.8% | 4,146 | $333K |
| Praetorian Wealth Management, Inc. | 0.08% | New | 4,144 | $333K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,136 | $332K |
| Chapin Davis, Inc. | 0.11% | No change | 3,960 | $332K |
| Ancora Advisors LLC | 0.01% | Add +353.4% | 4,126 | $331K |
| HSBC Holdings PLC | 0.00% | New | 4,117 | $330K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Reduce -7.0% | 4,115 | $330K |
| TD Capital Management LLC | 0.03% | No change | 4,100 | $329K |
| Lake Street Private Wealth, LLC | 0.05% | Add +1.3% | 4,097 | $329K |
| Warwick Investment Management, Inc. | 0.07% | New | 4,091 | $328K |
| Lutz Financial Services LLC | 0.03% | Reduce -2.6% | 4,084 | $328K |
| Edge Capital Group, LLC | 0.01% | Add +112.5% | 8,666 | $327K |
| Bokf, NA | 0.01% | Add +100.9% | 4,119 | $327K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | New | 4,031 | $324K |
| Wealth Dimensions Group, Ltd. | 0.08% | New | 4,023 | $323K |
| Kovack Advisors, Inc. | 0.03% | Add +0.4% | 4,014 | $322K |
| Benchmark Wealth Management, LLC | 0.16% | No change | 4,006 | $322K |
| Ceeto Capital Group, LLC | 0.12% | No change | 4,000 | $321K |
| SBI Securities Co., Ltd. | 0.01% | — | 3,992 | $320K |
| Pinnacle Financial Group, LLC / IL | 0.13% | Add +17.8% | 3,989 | $320K |
| Mach-1 Financial Group, LLC | 0.58% | Add +15.5% | 3,985 | $320K |
| Roger Wittlin Investment Advisory, LLC | 0.18% | Add +1.5% | 3,979 | $319K |
| Charter Oak Capital Management, LLC | 0.03% | Add +5.7% | 3,942 | $316K |
| Wealth Effects LLC | 0.11% | Add +34.9% | 3,907 | $314K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.0% | 3,895 | $313K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,862 | $310K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +13.4% | 3,826 | $307K |
| Texas Yale Capital Corp. | 0.01% | Add +28.0% | 3,813 | $306K |
| Regions Financial Corp. | 0.00% | Add +6.7% | 3,807 | $306K |
| Caitlin John, LLC | 0.21% | Reduce -0.1% | 3,787 | $304K |
| SeaBridge Investment Advisors LLC | 0.06% | New | 3,769 | $303K |
| Security National Bank | 0.04% | Add +25.0% | 3,750 | $301K |
| Davidson Investment Advisors | 0.01% | Reduce -41.6% | 3,750 | $301K |
| Valued Retirements, Inc. | 0.41% | New | 3,746 | $301K |
| Focus Financial Network, Inc. | 0.01% | New | 3,721 | $299K |
| Aspire Capital Advisors LLC | 0.09% | New | 3,701 | $297K |
| Lynx Investment Advisory | 0.20% | Add +0.2% | 3,666 | $294K |
| Parkside Financial Bank & Trust | 0.04% | Add +1.5% | 3,663 | $294K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +3.5% | 3,649 | $293K |
| GTS Securities LLC | 0.01% | New | 3,638 | $292K |
| Wells Financial Advisors INC | 0.40% | Add +21.2% | 3,621 | $291K |
| RPS Advisory Solutions LLC | 0.18% | Reduce -2.6% | 3,609 | $290K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -0.9% | 3,601 | $289K |
| Breed's Hill Capital LLC | 0.15% | Reduce -14.6% | 3,600 | $289K |
| Peninsula Wealth, LLC | 0.05% | No change | 3,597 | $289K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +3.5% | 3,597 | $289K |
| UMB Bank, n.a. | 0.00% | No change | 3,595 | $289K |
| Cedar Point Capital Partners, LLC | 0.20% | Add +0.4% | 3,588 | $288K |
| Mustard Seed Financial, LLC | 0.23% | No change | 3,546 | $285K |
| Redmont Wealth Advisors LLC | 0.49% | No change | 3,543 | $284K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -41.4% | 3,543 | $284K |
| Altfest L J & Co. Inc. | 0.04% | New | 3,540 | $284K |
| Efficient Advisors, LLC | 0.02% | Reduce -24.8% | 3,537 | $284K |
| Northstar Financial Companies, Inc. | 0.27% | — | 3,520 | $283K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,518 | $282K |
| Arkadios Wealth Advisors | 0.02% | New | 3,495 | $281K |
| First Hawaiian Bank | 0.01% | Add +34.3% | 3,451 | $277K |
| Hanover Advisors Inc. | 0.12% | Reduce -41.5% | 3,422 | $275K |
| Brass Tax Wealth Management, Inc. | 0.06% | Reduce -4.3% | 3,422 | $275K |
| BCS Wealth Management | 0.07% | Reduce -0.0% | 3,417 | $274K |
| Neuberger Berman Group LLC | 0.00% | New | 3,370 | $271K |
| Keel Point, LLC | 0.02% | Add +36.4% | 3,365 | $270K |
| Magnolia Capital Advisors LLC | 0.07% | New | 3,361 | $270K |
| Silver Oak Securities, Incorporated | 0.02% | Add +18.8% | 3,337 | $268K |
| Continuum Advisory, LLC | 0.03% | Add +0.7% | 3,340 | $268K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.5% | 3,307 | $265K |
| Csenge Advisory Group | 0.01% | Reduce -6.1% | 3,301 | $265K |
| Kanawha Capital Management LLC | 0.02% | Add +0.7% | 3,274 | $263K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.2% | 3,266 | $262K |
| Darrow Company, Inc. | 0.15% | Add +27.8% | 3,255 | $261K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -0.0% | 3,253 | $261K |
| Matauro, LLC | 0.06% | — | 3,233 | $260K |
| Strategic Financial Concepts, LLC | 0.05% | New | 3,225 | $259K |
| Howard Wealth Management, LLC | 0.14% | New | 3,223 | $259K |
| Sunburst Financial Group, LLC | 0.06% | Reduce -63.9% | 3,209 | $258K |
| Breakwater Investment Management | 0.11% | Add +36.6% | 3,199 | $257K |
| Destination Wealth Management | 0.01% | New | 3,175 | $255K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.7% | 3,144 | $252K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -34.2% | 3,131 | $251K |
| Texas Bank & Trust Co | 0.10% | — | 3,115 | $250K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.6% | 3,115 | $250K |
| Ellis Investment Partners, LLC | 0.05% | Add +28.6% | 3,113 | $250K |
| Cassady Schiller Wealth Management, LLC | 0.09% | Add +0.0% | 3,107 | $249K |
| Anson Capital, Inc. | 0.22% | Add +1.5% | 3,103 | $249K |
| Rothschild Wealth LLC | 0.07% | Add +0.6% | 3,090 | $248K |
| RiverGlades Family Offices LLC | 0.18% | No change | 3,084 | $248K |
| Swmg, LLC | 0.10% | Reduce -3.8% | 3,056 | $245K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.9% | 3,042 | $244K |
| Callahan Advisors, LLC | 0.02% | Reduce -6.2% | 3,037 | $244K |
| Nilsine Partners, LLC | 0.03% | Add +0.9% | 3,000 | $241K |
| Integrity Wealth Solutions LLC | 0.13% | Add +1.5% | 2,987 | $240K |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 2,984 | $240K |
| Ti-Trust, Inc. | 0.16% | Add +17.7% | 2,967 | $238K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 2,958 | $237K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +0.2% | 2,915 | $234K |
| Tyche Wealth Partners LLC | 0.05% | No change | 2,907 | $233K |
| Creekside Partners | 0.12% | Add +1.4% | 2,891 | $232K |
| Debussy Capital Management LP | 0.04% | Add +0.3% | 2,864 | $232K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.9% | 2,866 | $230K |
| Barrett & Company, Inc. | 0.10% | Add +6.4% | 2,851 | $229K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -2.0% | 2,819 | $226K |
| Security Financial Services, INC. | 0.05% | No change | 2,817 | $226K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -42.4% | 2,807 | $225K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 2,789 | $224K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | Add +1.5% | 2,784 | $223K |
| Accurate Wealth Management, LLC | 0.04% | Add +2.0% | 2,799 | $222K |
| Bar Harbor Wealth Management | 0.01% | Reduce -6.3% | 2,761 | $222K |
| First PREMIER Bank | 0.06% | Reduce -41.0% | 2,737 | $220K |
| Berger Financial Group, Inc | 0.01% | Reduce -25.3% | 2,703 | $217K |
| Alterna Wealth Management, Inc. | 0.18% | New | 2,697 | $216K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | Add +0.0% | 2,645 | $212K |
| Ninety One UK Ltd | 0.00% | No change | 2,610 | $210K |
| Mendel Capital Management LLC | 0.13% | Reduce -1.7% | 2,602 | $209K |
| TigerOak Management, L.L.C. | 0.08% | — | 2,578 | $207K |
| RFG Advisory, LLC | 0.01% | Reduce -11.9% | 2,577 | $207K |
| Moneco Advisors, LLC | 0.02% | New | 2,573 | $207K |
| FineMark National Bank & Trust | 0.01% | New | 2,561 | $206K |
| Talisman Wealth Advisors LLC | 0.22% | Reduce -24.2% | 2,557 | $205K |
| ProVise Management Group, LLC | 0.02% | Reduce -61.4% | 2,549 | $205K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | — | 2,546 | $204K |
| Vision Financial Markets LLC | 0.22% | — | 2,500 | $201K |
| Elios Financial Group Inc. | 0.09% | Add +0.4% | 2,493 | $200K |
| Trust Co. of Vermont | 0.01% | Reduce -4.8% | 2,445 | $196K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,406 | $193K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +34.1% | 2,368 | $190K |
| Coppell Advisory Solutions LLC | 0.03% | Add +343.6% | 2,351 | $189K |
| Colonial Trust Advisors | 0.02% | No change | 2,350 | $189K |
| Front Row Advisors LLC | 0.06% | No change | 2,211 | $177K |
| Family Manage LLC | 0.03% | No change | 2,181 | $175K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 2,127 | $171K |
| Turim 21 Investimentos Ltda. | 0.04% | Add +291.6% | 2,040 | $165K |
| Fifth Third Bancorp | 0.00% | Add +15.4% | 1,986 | $159K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,962 | $158K |
| Eastern Bank | 0.00% | Add +2.7% | 1,931 | $155K |
| Urban Financial Advisory Corp | 0.08% | Add +1.5% | 1,917 | $154K |
| Ridgewood Investments LLC | 0.07% | No change | 1,891 | $152K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 1,887 | $151K |
| Hills Bank & Trust Co | 0.01% | New | 1,876 | $151K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -38.6% | 1,846 | $148K |
| Towne Trust Company, N.A | 0.05% | New | 1,797 | $144K |
| Vermillion Wealth Management, Inc. | 0.07% | — | 1,762 | $141K |
| Endeavor Private Wealth, Inc. | 0.13% | — | 1,755 | $141K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -30.5% | 1,740 | $140K |
| Tucker Asset Management LLC | 0.03% | Add +1249.6% | 1,714 | $138K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -69.1% | 1,683 | $135K |
| JNBA Financial Advisors | 0.01% | No change | 1,616 | $130K |
| Investors Research Corp | 0.03% | No change | 1,604 | $129K |
| Allianz SE | 0.00% | No change | 1,527 | $123K |
| Clearstead Advisors, LLC | 0.00% | Add +1.5% | 1,463 | $117K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.1% | 1,433 | $115K |
| Pillar Financial Advisors, LLC | 0.09% | — | 1,400 | $112K |
| Sachetta, LLC | 0.04% | Reduce -3.5% | 1,388 | $111K |
| Signaturefd, LLC | 0.00% | Add +14.1% | 1,366 | $110K |
| Minot DeBlois Advisors LLC | 0.10% | — | 1,350 | $108K |
| Community Bank, N.A. | 0.01% | New | 1,334 | $107K |
| S.A. Mason LLC | 0.06% | No change | 1,310 | $105K |
| Synergy Investment Management, LLC | 0.04% | — | 1,234 | $99K |
| Coastline Trust Co | 0.01% | Add +3.7% | 1,216 | $98K |
| Rothschild Investment LLC | 0.01% | Add +23.5% | 1,209 | $97K |
| MidAtlantic Capital Management, Inc. | 0.07% | Add +54.9% | 1,196 | $96K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 1,147 | $92K |
| Eukles Asset Management | 0.04% | Add +255.8% | 1,103 | $89K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 1,069 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,044 | $84K |
| Robinswood Financial LLC | 0.03% | Add +25.5% | 1,025 | $82K |
| Parkworth Wealth Management, Inc. | 0.07% | — | 1,022 | $82K |
| Financial Connections Group, Inc. | 0.04% | Add +0.9% | 1,025 | $82K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.9% | 967 | $78K |
| Bernard Wealth Management Corp. | 0.04% | — | 967 | $78K |
| Key Financial Inc | 0.02% | Add +41.5% | 935 | $75K |
| Colonial Trust Co / SC | 0.01% | Reduce -18.9% | 934 | $75K |
| Richardson Financial Services Inc. | 0.05% | Reduce -1.2% | 932 | $75K |
| Delta Asset Management LLC | 0.01% | No change | 901 | $72K |
| Consultiva Wealth Management, Corp. | 0.34% | New | 832 | $67K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 756 | $61K |
| Fairway Wealth LLC | 0.03% | New | 740 | $59K |
| Simplex Trading, LLC | 0.00% | New | 742 | $59K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | Reduce -45.7% | 733 | $59K |
| Hantz Financial Services, Inc. | 0.00% | New | 722 | $58K |
| Chilton Capital Management LLC | 0.00% | Add +1.0% | 707 | $57K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -2.5% | 697 | $56K |
| GAMMA Investing LLC | 0.00% | Reduce -10.9% | 691 | $55K |
| Piscataqua Savings Bank | 0.04% | No change | 644 | $52K |
| Field & Main Bank | 0.02% | New | 643 | $52K |
| MCF Advisors LLC | 0.00% | Add +1.8% | 641 | $51K |
| Princeton Global Asset Management LLC | 0.01% | No change | 589 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 555 | $45K |
| Chapman Financial Group, LLC | 0.04% | — | 552 | $44K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -31.6% | 538 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 533 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +50.7% | 532 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 529 | $42K |
| Nvwm, LLC | 0.01% | Add +42.6% | 499 | $40K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 469 | $38K |
| Reyes Financial Architecture, Inc. | 0.03% | — | 459 | $37K |
| Transce3nd, LLC | 0.01% | — | 436 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.1% | 421 | $34K |
| Midwest Capital Advisors, LLC | 0.02% | — | 414 | $33K |
| Archer Investment Corp | 0.01% | Add +0.5% | 399 | $32K |
| Mascoma Wealth Management LLC | 0.01% | No change | 397 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 373 | $30K |
| Pineridge Advisors LLC | 0.01% | Add +1.7% | 368 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 359 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 358 | $29K |
| Tortoise Investment Management, LLC | 0.00% | New | 344 | $28K |
| Truvestments Capital LLC | 0.01% | Add +145.6% | 334 | $27K |
| Creekmur Asset Management LLC | 0.01% | Add +1.5% | 331 | $27K |
| SIMA Wealth Partners, LLC | 0.02% | Add +329.3% | 322 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 317 | $25K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 313 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.3% | 305 | $24K |
| Caldwell Trust Co | 0.00% | No change | 303 | $24K |
| WASHINGTON TRUST Co | 0.00% | Reduce -35.1% | 300 | $24K |
| Fortitude Family Office, LLC | 0.01% | Add +1.4% | 294 | $24K |
| TruNorth Capital Management, LLC | 0.01% | Reduce -76.4% | 270 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 270 | $22K |
| NorthRock Partners, LLC | 0.00% | Reduce -8.6% | 244 | $20K |
| Keystone Financial Group, Inc. | 0.02% | — | 243 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -61.3% | 228 | $18K |
| Atwood & Palmer Inc. | 0.00% | No change | 225 | $18K |
| 2UniFi Bank | 0.01% | — | 221 | $18K |
| Raelipskie Partnership | 0.01% | New | 215 | $17K |
| Maryland Capital Advisors Inc. | 0.01% | New | 214 | $17K |
| PSI Advisors, LLC | 0.00% | New | 206 | $17K |
| Colony Family Offices, LLC | 0.01% | No change | 198 | $16K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 180 | $14K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 174 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 172 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +1.2% | 172 | $14K |
| New Wave Wealth Advisors LLC | 0.01% | New | 166 | $13K |
| Tidemark, LLC | 0.01% | Add +1.3% | 162 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 160 | $13K |
| Federated Hermes, Inc. | 0.00% | New | 159 | $13K |
| Quent Capital, LLC | 0.00% | New | 158 | $13K |
| Hoese & Co LLP | 0.01% | No change | 158 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 157 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 155 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 153 | $12K |
| American National Bank & Trust | 0.00% | No change | 142 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 140 | $11K |
| Tompkins Financial Corp. | 0.00% | Add +62.4% | 138 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -59.9% | 127 | $10K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 125 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 134 | $10K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 120 | $10K |
| Kestra Investment Management, LLC | 0.00% | New | 118 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 107 | $9K |
| American Capital Advisory, LLC | 0.00% | Add +2.0% | 103 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $8K |
| YANKCOM Partnership | 0.00% | — | 100 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -96.7% | 102 | $8K |
| Roble, Belko & Company, Inc | 0.00% | New | 100 | $8K |
| Mendota Financial Group, LLC | 0.01% | No change | 97 | $8K |
| Aventura Private Wealth, LLC | 0.00% | — | 95 | $8K |
| ORG Partners LLC | 0.00% | Add +1.1% | 91 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +423.5% | 89 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 88 | $7K |
| WR Wealth Planners, LLC | 0.00% | Add +1.2% | 83 | $7K |
| Centricity Wealth Management, LLC | 0.01% | — | 73 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.4% | 70 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 62 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -74.3% | 58 | $5K |
| Tower View Wealth Management LLC | 0.00% | New | 58 | $5K |
| Bangor Savings Bank | 0.00% | No change | 57 | $5K |
| Element Wealth, LLC | 0.00% | No change | 56 | $4K |
| Red Tortoise LLC | 0.00% | No change | 56 | $4K |
| Mitchell Sinkler & Starr | 0.00% | No change | 55 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 52 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 49 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 46 | $4K |
| Copia Wealth Management | 0.00% | — | 44 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.5% | 43 | $3K |
| Menard Financial Group LLC | 0.00% | New | 41 | $3K |
| Brooklyn Investment Group | 0.00% | New | 38 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 38 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 38 | $3K |
| Lanark Financial, Inc. | 0.25% | — | 33 | $3K |
| Curio Wealth, LLC | 0.00% | — | 33 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | New | 32 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 26 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -63.4% | 26 | $2K |
| GoalVest Advisory LLC | 0.00% | Reduce -82.8% | 26 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 18 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $1K |
| Private Capital Management LLC | 0.00% | Reduce -94.6% | 18 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 17 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -89.8% | 16 | $1K |
| Oarsman Capital, Inc. | 0.00% | Reduce -99.2% | 12 | $963 |
| Kings Path Partners LLC | 0.00% | No change | 11 | $883 |
| Salomon & Ludwin, LLC | 0.00% | No change | 11 | $883 |
| Main Street Group, LTD | 0.00% | No change | 10 | $803 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 6 | $482 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 5 | $401 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $335 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -99.5% | 1 | $130 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 1 | $124 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $75 |
"% of holder's portfolio" is VCIT's weight in each manager's 13F, not the share of Vanguard Int-Term Corporate the manager owns.