Vanguard Int-Term CorporateVCITETF

13F holders, Q1 2025 (March 31)
1,184holders +5
97new positions
76sold out
5famous investors
$81.75avg. 13F price*

At the end of Q1 2025, 1,184 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 5 from Q4 2024. 97 opened new positions and 76 sold out. The largest holders were Fisher Asset Management ($8.0B), Bank of America Corp. ($6.2B) and JPMorgan Chase & Co. ($4.2B). 5 famous investors held it, including Ken Fisher (3.4% of Fisher Asset Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Int-Term Corporate
CUSIP
92206C870
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions97$146.3M
Exits76$127.6M

All 13F filers, Q4 2024 → Q1 2025: 32,535,938 shares bought and 24,815,544 shares sold, net +7,720,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,184 holders

Fisher Asset Management 3.45% Add +5.0% 97,403,605 $8.0B
Bank of America Corp. 0.55% Add +18.8% 75,688,795 $6.2B
JPMorgan Chase & Co. 0.32% Add +3.4% 51,908,033 $4.2B
Creative Planning 1.92% Add +1.6% 25,005,319 $2.0B
Prudential PLC 6.55% Reduce -19.9% 15,877,699 $1.3B
Morgan Stanley 0.09% Reduce -2.5% 15,257,496 $1.2B
Envestnet Asset Management Inc. 0.30% Add +10.7% 11,516,340 $941.6M
Royal Bank of Canada 0.21% Reduce -3.3% 11,469,857 $937.8M
Goldman Sachs Group Inc. 0.17% Reduce -3.5% 11,267,008 $921.2M
Ameriprise Financial Inc. 0.22% Add +10.9% 10,033,175 $821.0M
LPL Financial LLC 0.30% Reduce -17.2% 9,352,667 $764.7M
Wells Fargo & Company 0.17% Reduce -4.5% 8,739,736 $714.6M
Japan Science & Technology Agency 9.12% Reduce -25.6% 7,250,000 $592.8M
Nepc LLC 9.73% Add +12.9% 4,299,709 $351.5M
D. E. Shaw & Co. 0.45% Reduce -4.2% 4,288,988 $350.7M
Raymond James Financial Inc. 0.13% Add +5.8% 4,261,894 $348.5M
PNC Financial Services Group, Inc. 0.16% Add +0.3% 3,827,188 $312.9M
UBS Group AG 0.06% Add +1.4% 3,566,776 $291.6M
Baird Financial Group, Inc. 0.52% Add +15.7% 3,274,661 $267.7M
Wealthfront Advisers LLC 0.63% Reduce -6.8% 2,876,322 $235.2M
Varma Mutual Pension Insurance Co 1.90% No change 2,700,000 $220.8M
State of Tennessee, Department of Treasury 0.81% Reduce -25.2% 2,586,357 $211.5M
Blue Trust, Inc. 2.28% Add +10.0% 2,175,389 $177.9M
Corient Private Wealth LP 0.27% Reduce -4.3% 2,020,646 $165.2M
First Interstate Bank 9.85% Add +7.4% 2,018,692 $165.0M
Bank of New York Mellon Corp 0.03% Reduce -2.6% 1,817,538 $148.6M
Commonwealth Equity Services, LLC 0.20% Add +6.2% 1,712,751 $140.0M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $131.8M
Great Valley Advisor Group, Inc. 2.82% Add +0.8% 1,601,770 $131.0M
BlackRock, Inc. 0.00% Reduce 0.0% 1,573,377 $128.6M
RiverFront Investment Group, LLC 2.72% Add +3.6% 1,494,159 $122.2M
Townsquare Capital LLC 1.27% Add +3.0% 1,463,019 $119.6M
Facet Wealth, Inc. 2.87% Add +7.1% 1,368,147 $110.7M
Manufacturers Life Insurance Company, The 0.10% Reduce -46.0% 1,307,152 $106.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.64% Add +1.6% 1,249,562 $102.2M
Janney Montgomery Scott LLC 0.29% Reduce -2.8% 1,245,760 $101.9M
Focus Partners Wealth 0.24% Add +5.0% 1,184,732 $96.9M
Assetmark, Inc. 0.25% Add +1.9% 1,105,848 $90.4M
Aozora Bank, LTD. 93.18% No change 1,090,000 $89.1M
Capital Advantage, Inc. 16.10% No change 1,100,656 $88.3M
HighTower Advisors, LLC 0.12% Add +25.0% 1,066,072 $87.2M
Legacy Edge Advisors, LLC 13.43% Add +48.0% 1,052,546 $86.1M
Truist Financial Corp. 0.13% Add +5.2% 999,327 $81.7M
Equitable Holdings, Inc. 0.75% Reduce -0.3% 966,624 $79.0M
Rebalance, LLC 5.73% Add +2.2% 952,195 $77.9M
Davidson Capital Management Inc. 20.03% Add +3.8% 903,487 $73.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +1.6% 855,500 $69.8M
Robertson Stephens Wealth Management, LLC 2.60% Add +1.8% 848,701 $69.4M
Cetera Investment Advisers 0.13% Add +11.3% 823,152 $67.3M
Morningstar Investment Management LLC 5.72% Add +37.2% 821,601 $67.2M
Busey Bank 2.24% Add +3.8% 813,114 $66.5M
Strategic Financial Services, Inc. 3.84% Add +2.3% 802,796 $65.6M
Sequoia Financial Advisors, LLC 0.48% Add +25.6% 753,910 $61.6M
Patriot Investment Management Group, Inc. 4.60% Add +2.9% 749,715 $61.3M
American Century Companies Inc. 0.04% Add +8.1% 740,700 $60.6M
Cape Cod Five Cents Savings Bank 5.51% No change 718,432 $60.2M
1832 Asset Management L.P. 0.11% Reduce -1.4% 733,898 $60.0M
Keybank National Association 0.23% Reduce -0.4% 715,764 $58.5M
Benjamin Edwards Inc. 0.81% Reduce -1.2% 705,955 $57.7M
WestEnd Advisors, LLC 1.48% Reduce -0.7% 680,772 $55.7M
American Family Investments, Inc. 3.82% Reduce -74.8% 673,619 $55.1M
Bridgewater Advisors Inc. 4.54% Add +6.8% 641,585 $52.5M
Mirae Asset Global Investments Co., Ltd. 0.21% Add +2.8% 629,127 $51.4M
Constellation Investments, Inc. 2.43% No change 625,000 $51.1M
Bartlett & Co. Wealth Management LLC 0.75% Reduce -7.5% 619,025 $50.6M
Flputnam Investment Management Co. 0.92% Add +12.3% 602,598 $49.3M
Essex LLC 10.57% Add +6.3% 596,747 $48.8M
Arkos Global Advisors 7.08% Add +1.4% 589,427 $48.2M
Scotia Capital Inc. 0.26% Add +22.4% 582,863 $47.7M
GDS Wealth Management 4.06% Add +18.3% 582,412 $47.6M
Dodds Wealth, LLC 15.40% Add +1.1% 578,087 $47.3M
Evergreen Advisors, LLC 12.98% Add +2.6% 571,724 $46.7M
Sona Asset Management (us) LLC 3.57% New 550,000 $45.0M
Stifel Financial Corp. 0.05% Add +4.4% 540,129 $44.2M
Howe & Rusling Inc. 3.68% Add +9.5% 534,596 $43.7M
Banco Santander, S.A. 0.48% Add +235.1% 529,123 $43.3M
Financial Advisory Partners, LLC 14.26% Reduce -0.6% 521,237 $42.6M
Brandywine Oak Private Wealth LLC 4.15% Reduce -0.3% 516,583 $42.2M
Arista Wealth Management, LLC 9.99% Add +1.4% 503,915 $41.2M
Hanson & Doremus Investment Management 5.93% Add +11.5% 496,383 $40.6M
Fiducient Advisors LLC 5.04% Add +54.5% 493,353 $40.3M
Cambridge Investment Research Advisors, Inc. 0.14% Add +33.3% 491,103 $40.2M
Bank of Montreal 0.02% Add +4.5% 491,065 $40.1M
DecisionPoint Financial, LLC 11.52% Add +3.8% 485,708 $39.7M
Bishop & Co Investment Management, LLC 15.18% Add +11.8% 479,789 $39.2M
Hudock, Inc. 6.84% Add +3.8% 478,633 $39.1M
Steward Partners Investment Advisory, LLC 0.34% Add +5.1% 466,050 $38.1M
&partners 0.40% Add +5.3% 461,195 $37.7M
Advisory Alpha, LLC 1.27% Reduce -22.3% 456,320 $37.3M
Waverly Advisors, LLC 0.45% Add +1.4% 452,951 $37.0M
Citigroup Inc. 0.03% Add +16.9% 446,693 $36.5M
Newton One Investments LLC 13.04% Add +2.8% 445,885 $36.5M
MilWealth Group LLC 10.02% Add +1.1% 444,927 $36.4M
Stonebridge Capital Advisors LLC 2.96% Add +12.7% 443,822 $36.3M
Alliancebernstein L.P. 0.01% Reduce -14.4% 442,812 $36.2M
Private Advisor Group, LLC 0.21% Add +48.9% 431,842 $35.3M
NewEdge Advisors, LLC 0.21% Add +5.5% 431,150 $35.3M
Focused Wealth Management, Inc 4.77% Add +6.5% 429,011 $35.1M
Allen Investment Management, LLC 0.40% Reduce -0.1% 424,182 $34.7M
NewEdge Wealth, LLC 0.63% Reduce -1.0% 424,059 $34.7M
Osaic Holdings, Inc. 0.07% Reduce -38.7% 406,190 $33.2M
Lebenthal Global Advisors, LLC 6.17% Reduce -1.4% 402,888 $32.9M
Steele Capital Management, Inc. 1.70% Add +2.5% 398,452 $32.6M
Cypress Financial Planning LLC 11.72% Reduce -0.5% 397,391 $32.5M
Bessemer Group Inc. 0.06% Reduce -14.1% 387,435 $31.7M
Mitsubishi UFJ Trust & Banking Corp 0.08% No change 385,230 $31.5M
Rehmann Capital Advisory Group 1.95% Add +5.0% 379,627 $31.0M
Hilton Capital Management, LLC 2.63% Add +2.3% 378,153 $30.9M
Capital Advisors Wealth Management, LLC 5.46% Add +3.6% 377,653 $30.9M
Pacific Capital Wealth Advisors, Inc. 5.28% Add +2.1% 373,363 $30.5M
Marion Wealth Management 8.08% Add +1.8% 370,195 $30.3M
Badgley Phelps Wealth Managers, LLC 0.71% Add +3.0% 362,183 $29.6M
United Services Automobile Association 0.90% Add +100.0% 358,826 $29.3M
Thrivent Financial for Lutherans 0.07% Reduce -36.7% 356,361 $29.0M
Mariner, LLC 0.05% Add +3.0% 352,826 $28.8M
Sanctuary Advisors, LLC 0.20% Add +8.2% 352,552 $28.8M
Full Sail Capital, LLC 1.86% Reduce -3.1% 352,502 $28.8M
Cwm, LLC 0.11% Add +2564.4% 351,642 $28.8M
Jones Financial Companies LLLP 0.03% Add +42.0% 351,461 $28.7M
American Financial Advisors, LLC 4.14% Reduce -0.9% 348,982 $28.5M
WESCAP Management Group, Inc. 6.86% Reduce 0.0% 344,030 $28.1M
MML Investors Services, LLC 0.09% Add +14.0% 341,315 $27.9M
Advisors Capital Management, LLC 0.43% Add +7.8% 335,502 $27.4M
BNP Paribas 1.12% Add +411.7% 330,614 $27.0M
1834 Investment Advisors Co. 3.46% Add +3.9% 328,060 $26.8M
CWA Asset Management Group, LLC 1.27% Add +20.4% 323,338 $26.4M
Tidal Investments LLC 0.22% Add +1909.8% 319,229 $26.1M
CBIZ Investment Advisory Services, LLC 1.27% Add +4.7% 316,999 $25.9M
Rosenberg Matthew Hamilton 6.47% Add +13.1% 315,333 $25.8M
Rakuten Investment Management, Inc. 0.12% — 314,067 $25.6M
Penserra Capital Management LLC 0.45% Add +5.8% 310,333 $25.4M
Wealth Enhancement Advisory Services, LLC 0.05% Add +36.6% 310,258 $25.4M
Members Trust Co 0.86% Reduce -16.8% 303,548 $24.8M
Jefferies Financial Group Inc. 0.44% New 300,000 $24.5M
Old National Bancorp 0.64% Add +2.3% 299,045 $24.4M
Janus Henderson Group PLC 0.01% Add +35.7% 297,798 $24.3M
First Pacific Financial 4.93% Add +3.2% 297,326 $24.3M
Winch Advisory Services, LLC 6.42% Add +3.3% 296,880 $24.3M
Berkeley Capital Partners, LLC 6.67% Add +2.2% 296,145 $24.2M
Susquehanna International Group, LLP 0.04% Add +807.5% 292,103 $23.9M
25 LLC 9.70% Add +2.4% 286,865 $23.5M
Meridian Management Co. 7.18% Reduce -1.6% 283,408 $23.2M
Jane Street Group, LLC 0.04% Reduce -62.6% 275,162 $22.5M
Concurrent Investment Advisors, LLC 0.55% Add +8.2% 274,919 $22.5M
Avior Wealth Management, LLC 0.85% Add +44.9% 274,207 $22.4M
Pioneer Wealth Management Group 9.62% — 273,148 $22.3M
Hassell Wealth Management, LLC 9.42% Add +6.8% 275,638 $22.1M
SpringVest Wealth Management LLC 18.24% Reduce -1.8% 269,001 $22.0M
Principal Financial Group Inc. 0.01% Add +9.1% 268,138 $21.9M
Power Wealth Management LLC 8.84% Add +16.5% 267,231 $21.8M
Y.D. More Investments Ltd 1.88% Reduce -6.8% 262,681 $21.5M
Towerpoint Wealth, LLC 10.60% Reduce -0.0% 261,634 $21.4M
Victory Capital Management Inc. 0.02% Reduce -0.1% 261,509 $21.4M
First Financial Bankshares Inc 0.46% Add +1.7% 258,991 $21.2M
Parallel Advisors, LLC 0.47% Add +8.4% 256,039 $20.9M
Envestnet Portfolio Solutions, Inc. 0.08% Add +18.9% 255,537 $20.9M
Invesco Ltd. 0.00% Add +2.3% 251,214 $20.5M
TD Private Client Wealth LLC 0.55% Add +0.2% 245,377 $20.1M
Southern Farm Bureau Life Insurance 2.90% Reduce -50.5% 241,436 $19.7M
RKL Wealth Management LLC 1.81% Add +0.3% 235,057 $19.2M
Global Wealth Management Investment Advisory, Inc. 3.68% Add +2.1% 224,871 $18.4M
Foundations Investment Advisors, LLC 0.34% Add +3.9% 224,774 $18.4M
New Age Alpha Advisors, LLC 0.82% New 222,282 $18.2M
Alpha Cubed Investments, LLC 0.81% Reduce -3.6% 222,161 $18.2M
Park Avenue Securities LLC 0.22% Add +4.4% 221,298 $18.1M
Frisco Financial Planning LLC 17.47% Add +2.5% 220,444 $18.0M
Apella Capital, LLC 0.62% Reduce -6.5% 222,191 $17.9M
M Holdings Securities, Inc. 2.98% Add +5.9% 219,117 $17.9M
Modera Wealth Management, LLC 0.24% Add +0.0% 219,059 $17.9M
JT Stratford LLC 3.14% Add +2.5% 215,590 $17.6M
1 North Wealth Services LLC 8.06% Reduce -20.7% 212,905 $17.4M
Comerica Bank 0.07% Add +7.2% 211,538 $17.3M
JBGlobal.com LLC 17.91% Add +16.0% 210,721 $17.2M
Ameritas Investment Partners, Inc. 0.59% Add +5.0% 208,965 $17.1M
White Lighthouse Investment Management Inc. 3.04% Reduce -0.8% 208,182 $17.0M
TAGStone Capital, Inc. 8.35% Reduce -8.3% 207,624 $17.0M
Exencial Wealth Advisors, LLC 0.63% Add +3.9% 207,300 $16.9M
CW Advisors, LLC 0.20% Add +4134.1% 207,471 $16.9M
Bragg Financial Advisors, Inc 0.70% Add +0.9% 206,724 $16.9M
Crews Bank & Trust 2.84% Add +1.7% 203,614 $16.6M
First National Trust Co 0.67% Add +7.0% 202,179 $16.5M
GoalFusion Wealth Management, LLC 9.01% Add +0.6% 201,297 $16.5M
West Financial Advisors, LLC 3.04% Add +2.8% 195,698 $16.0M
Union Bancaire Privee, UBP SA 0.31% Add +4.2% 195,119 $15.7M
Summit Asset Management, LLC 2.72% Add +4.5% 192,143 $15.7M
Keyvantage Wealth, LLC 7.55% Add +3993.3% 189,807 $15.5M
Hall Capital Management Co. Inc. 7.05% Add +16.3% 186,180 $15.2M
Equita Financial Network, Inc. 5.31% Add +9.4% 185,765 $15.2M
Iron Horse Wealth Management, LLC 4.84% Reduce -35.3% 184,504 $15.1M
Great Lakes Retirement, Inc. 1.97% Add +3.1% 183,660 $15.0M
Financial Engines Advisors L.L.C. 0.03% Reduce -28.0% 183,037 $15.0M
Financial Futures Ltd Liability Co. 8.45% Add +3.9% 182,190 $14.9M
Roundview Capital LLC 1.07% Add +0.6% 180,835 $14.8M
Qube Research & Technologies Ltd 0.02% Add +43.8% 178,665 $14.6M
Luminvest Wealth Management LLC 6.02% Add +0.9% 178,551 $14.6M
Phillips Financial Management, LLC 1.11% Reduce -4.7% 175,113 $14.3M
Rockefeller Capital Management L.P. 0.04% Add +2.7% 173,928 $14.2M
Mercer Global Advisors Inc. 0.03% Reduce -0.5% 173,130 $14.2M
Financial Freedom, LLC 8.13% Reduce -17.7% 173,046 $14.1M
Atria Wealth Solutions, Inc. 0.17% Reduce -8.4% 172,762 $14.1M
Florida Trust Wealth Management Co 0.45% Add +26.0% 170,148 $13.9M
Cordant, Inc. 7.09% Add +1.1% 166,585 $13.6M
Checchi Capital Advisers, LLC 0.96% Add +21.4% 165,877 $13.6M
St Germain D J Co. Inc. 0.63% Reduce -4.2% 164,338 $13.4M
Wooster Corthell Wealth Management, Inc. 2.70% Reduce -1.3% 161,462 $13.2M
Foundation Wealth Management, LLC\PA 6.20% Add +16.3% 159,210 $13.0M
Topsail Wealth Management, LLC 2.62% Add +34.3% 157,508 $12.9M
LPF Advisors LLC 10.51% Add +5.4% 156,979 $12.8M
Oakwell Private Wealth Management, LLC 3.44% Add +7.3% 152,505 $12.5M
Kropog Financial Group, LLC 11.82% Add +1.1% 152,131 $12.4M
PFG Advisors 0.69% Add +7.2% 149,947 $12.3M
Petix & Botte Co 3.20% Reduce -12.4% 148,821 $12.2M
Flow Traders U.S. LLC 0.51% Add +422.9% 148,136 $12.1M
Principal Securities, Inc. 0.27% Add +0.3% 150,635 $12.1M
Financial Management Network Inc. 2.71% Add +6.5% 149,302 $12.0M
Gibbs Wealth Management 2.88% Add +9.9% 146,343 $12.0M
Wealth Management Nebraska 1.81% Reduce -5.5% 145,263 $11.9M
Meeder Advisory Services, Inc. 0.70% Add +0.5% 143,336 $11.7M
Shotwell Rutter Baer Inc 10.26% Add +1.3% 142,193 $11.6M
Peak Financial Management, Inc. 3.37% Add +3.8% 137,680 $11.3M
Orion Porfolio Solutions, LLC 0.11% Add +1.5% 137,576 $11.2M
Orion Portfolio Solutions, LLC 0.11% Add +1.5% 137,576 $11.2M
Coyle Financial Counsel LLC 3.41% Add +5.0% 136,678 $11.2M
Cantor Fitzgerald Investment Advisors L.P. 0.81% Add +1.6% 136,289 $11.1M
Summit Financial, LLC 0.31% Add +5.3% 134,582 $11.0M
Seaside Wealth Management, Inc. 3.92% Add +3.0% 134,549 $11.0M
Oak Hill Wealth Advisors, LLC 2.53% Add +2.5% 133,262 $10.9M
NorthCrest Asset Manangement, LLC 0.32% Reduce -0.6% 130,949 $10.7M
First American Trust, FSB 0.98% Add +2.5% 129,883 $10.6M
Gunma Bank,Ltd. 3.32% No change 126,000 $10.3M
Global Assets Advisory, LLC 1.94% Add +1930.7% 127,650 $10.3M
Causey Wealth LLC 5.75% Add +55.7% 125,846 $10.3M
Vident Advisory, LLC 0.15% Add +3.2% 125,604 $10.3M
Sagace Wealth Management LLC 7.74% Reduce -0.7% 125,096 $10.2M
MassMutual Private Wealth & Trust, FSB 0.30% Add +5.7% 124,916 $10.2M
Beacon Pointe Advisors, LLC 0.11% Add +634.3% 124,018 $10.1M
Captrust Financial Advisors 0.03% Add +26.6% 123,772 $10.1M
Prevail Innovative Wealth Advisors, LLC 2.69% Add +6.8% 123,668 $10.1M
Shufro Rose & Co. LLC 0.80% Add +0.7% 122,217 $10.0M
US Financial Advisors, LLC 2.90% Add +1.2% 120,209 $9.8M
Net Worth Advisory Group 3.08% Add +0.3% 119,610 $9.8M
AA Financial Advisors, LLC 2.37% Add +22.0% 118,975 $9.7M
Hurlow Wealth Management Group, Inc. 3.02% Add +1.9% 118,267 $9.7M
Avantax Advisory Services, Inc. 0.06% Add +18.4% 118,139 $9.7M
NYL Investors LLC 0.62% Add +0.2% 116,300 $9.5M
Morton Brown Family Wealth, LLC 3.22% Add +13.2% 116,018 $9.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -32.0% 115,964 $9.5M
Belpointe Asset Management LLC 0.49% Reduce -1.6% 115,784 $9.5M
Cambridge Advisors Inc. 2.05% Reduce -0.0% 114,519 $9.4M
FLC Capital Advisors 2.10% Add +5.8% 114,374 $9.4M
Marshall & Sterling Wealth Advisors Inc. 6.31% Add +19.4% 113,600 $9.3M
CMH Wealth Management LLC 2.31% Add +2.0% 112,954 $9.2M
Cascade Wealth Advisors, Inc 6.35% Add +43.5% 114,167 $9.2M
Fagan Associates, Inc. 1.53% Add +6.4% 112,007 $9.2M
OneDigital Investment Advisors LLC 0.11% Add +6.4% 110,528 $9.0M
Revisor Wealth Management LLC 4.00% Add +71.5% 109,988 $9.0M
AQR Capital Management 0.01% Add +8.6% 109,667 $9.0M
DAVENPORT & Co LLC 0.05% Reduce -16.1% 109,241 $8.9M
Winthrop Capital Management, LLC 2.45% Add +1.6% 108,861 $8.9M
Whittier Trust Co. 0.12% Reduce -3.2% 108,603 $8.9M
Kestra Private Wealth Services, LLC 0.15% Reduce -7.7% 107,881 $8.8M
Galvin, Gaustad & Stein, LLC 0.79% Reduce -10.1% 106,868 $8.7M
Oppenheimer & Co. Inc. 0.13% Add +2.5% 106,415 $8.7M
Sigma Investment Counselors Inc. 0.53% Reduce -3.2% 105,523 $8.6M
CENTRAL TRUST Co 0.21% Add +7.5% 105,153 $8.6M
Integrated Wealth Concepts LLC 0.10% Reduce -19.6% 103,514 $8.5M
Mma Asset Management LLC 3.55% Add +4.4% 103,102 $8.4M
Family CFO Inc 4.62% Add +6.8% 102,943 $8.4M
Composition Wealth, LLC 0.17% Reduce -5.4% 102,757 $8.4M
Curbstone Financial Management Corp 1.75% Add +0.9% 101,442 $8.3M
Delta Financial Group, Inc. 1.90% Add +12.3% 101,930 $8.3M
Integrated Advisors Network LLC 0.42% Reduce -0.3% 101,165 $8.3M
W.H. Cornerstone Investments Inc. 5.67% Add +7.9% 100,351 $8.2M
Apollon Wealth Management, LLC 0.18% Add +7.0% 99,587 $8.1M
Stone Summit Wealth LLC 2.76% Add +1.5% 99,573 $8.1M
Covington Investment Advisors Inc. 1.24% Reduce -1.6% 97,505 $8.0M
Verde Capital Management 2.23% Add +6.6% 96,022 $7.9M
XY Planning Network, Inc. 5.23% Add +0.6% 95,953 $7.8M
Hillcrest Wealth Advisors - NY, LLC 3.84% Reduce -8.3% 94,895 $7.8M
Prospect Financial Services LLC 4.26% Add +40.8% 93,933 $7.7M
Cornerstone Wealth Management, LLC 0.52% Reduce -2.7% 93,388 $7.6M
Deutsche Bank AG 0.00% Reduce -7.8% 92,331 $7.5M
Stephens Inc. 0.11% Add +5.3% 92,122 $7.5M
Dynamic Advisor Solutions LLC 0.25% New 91,741 $7.5M
Greenwood Gearhart LLC 0.52% Reduce -1.7% 91,308 $7.5M
Divergent Planning, LLC 2.47% Add +6.4% 91,087 $7.4M
Ashton Thomas Securities, LLC 2.05% Reduce -1.4% 90,389 $7.4M
Naviter Wealth, LLC 0.89% Add +8.3% 90,048 $7.4M
Nisa Investment Advisors, LLC 0.04% Add +0.8% 89,207 $7.3M
Pacific Wealth Management 3.99% Add +2.2% 88,725 $7.3M
Sage Rhino Capital LLC 1.68% Reduce -2.0% 88,658 $7.2M
Financial Advocates Investment Management 0.51% Reduce -24.4% 88,400 $7.2M
Matrix Trust Co 1.21% Add +1.2% 87,867 $7.2M
Altus Wealth Group LLC 3.34% Add +0.3% 87,180 $7.1M
Headinvest, LLC 1.38% Add +1.8% 86,949 $7.1M
Farther Finance Advisors, LLC 0.18% Add +74.7% 87,041 $7.1M
Country Trust Bank 0.18% No change 86,500 $7.1M
Powers Advisory Group, LLC 3.36% Add +6.2% 86,207 $7.0M
Latigo Investments, LLC 3.75% Reduce -22.4% 86,019 $7.0M
Cresset Asset Management, LLC 0.04% Add +8.5% 85,871 $7.0M
Systelligence, LLC 1.69% Add +114.9% 85,869 $7.0M
Pinnacle Financial Partners Inc 0.14% Reduce -34.5% 85,630 $7.0M
Kestra Advisory Services, LLC 0.03% Reduce -11.6% 85,315 $7.0M
Erickson Financial Group, LLC 5.14% Add +1.3% 84,166 $6.9M
Market Street Wealth Management Advisors LLC 1.17% Reduce -50.5% 84,033 $6.9M
Prospera Financial Services Inc 0.16% Add +7.3% 83,500 $6.8M
Fortress Financial Solutions, LLC 9.87% Add +9.8% 83,419 $6.8M
Little House Capital LLC 1.87% Add +9.1% 83,312 $6.8M
Sowell Financial Services LLC 0.31% Add +7.4% 83,130 $6.8M
Farmers & Merchants Trust Co of Chambersburg PA 2.40% Add +22.0% 82,971 $6.8M
Meridian Wealth Management, LLC 0.33% Add +1.7% 82,789 $6.8M
Evergreen Capital Management LLC 0.23% Add +2.1% 82,424 $6.7M
Juncture Wealth Strategies, LLC 2.60% Add +4.2% 81,939 $6.7M
Osborne Partners Capital Management, LLC 0.38% Reduce -1.9% 81,109 $6.6M
Trek Financial, LLC 0.48% Reduce -10.4% 80,589 $6.6M
CHB Investment Group, LLC 3.50% Add +2.0% 80,442 $6.6M
Verus Wealth Management, LLC 7.21% Add +7.0% 80,433 $6.6M
Partners in Financial Planning 1.32% Add +18.0% 80,307 $6.6M
Merit Financial Group, LLC 0.10% Reduce -48.6% 79,790 $6.5M
Longview Financial Advisors LLC 4.22% New 78,154 $6.4M
True Link Financial Advisors, LLC 0.48% New 77,924 $6.4M
Parkside Advisors LLC 1.53% Add +2.6% 77,639 $6.3M
Farrell Financial LLC 4.58% Add +12.6% 77,011 $6.3M
Telos Capital Management, Inc. 0.68% Add +7.3% 76,835 $6.3M
Atria Investments, Inc 0.08% Add +29.0% 76,584 $6.3M
Capasso Planning Partners LLC 2.61% Add +2.4% 76,164 $6.2M
Stelac Advisory Services LLC 2.52% Add +6.1% 74,695 $6.1M
Buska Wealth Management, LLC 1.90% Add +16.3% 74,091 $6.1M
J.W. Cole Advisors, Inc. 0.19% Add +4.2% 73,038 $6.0M
Websterrogers Financial Advisors, LLC 2.04% Add +67.6% 72,911 $6.0M
Monument Capital Management 1.83% Add +2.7% 72,747 $5.9M
Asset Planning Corporation 3.48% Add +89.2% 72,265 $5.9M
Virtue Capital Management, LLC 0.69% Add +5.5% 71,960 $5.9M
Blair William & Co. 0.02% Add +5.1% 71,491 $5.8M
Arvest Investments, Inc. 0.92% Add +15.2% 71,253 $5.8M
Acropolis Investment Management, LLC 0.34% Add +36.6% 70,434 $5.8M
Yoder Wealth Management, Inc. 3.24% Reduce -0.4% 70,392 $5.8M
Viawealth, LLC 3.52% Add +13.8% 69,823 $5.7M
Brucke Financial, Inc. 4.91% Reduce -0.6% 69,153 $5.7M
Conscious Wealth Investments, LLC 3.90% Add +0.5% 69,459 $5.6M
Guggenheim Capital LLC 0.05% Reduce -29.3% 68,618 $5.6M
Aptus Capital Advisors, LLC 0.06% Add +4.4% 68,163 $5.6M
Prepared Retirement Institute LLC 3.45% Add +2.4% 66,189 $5.4M
Allworth Financial LP 0.03% Reduce -4.3% 66,361 $5.4M
Crabel Capital Management, LLC 5.81% Add +431.5% 65,790 $5.4M
Perigon Wealth Management, LLC 0.14% Reduce -17.9% 65,324 $5.3M
Whittier Trust Co. of Nevada Inc. 0.13% Add +2.4% 64,412 $5.3M
National Bank of Canada 0.01% Add +13.3% 64,159 $5.2M
BIP Alliance, LLC 2.21% Add +10.8% 64,037 $5.2M
Manning & Napier Advisors LLC 0.06% Reduce -0.0% 63,042 $5.2M
XML Financial, LLC 0.48% Add +11.5% 62,964 $5.1M
Van Strum & Towne Inc. 1.71% Add +6.8% 62,101 $5.1M
Anchor Capital Advisors LLC 0.15% Reduce -5.7% 62,073 $5.1M
Pathstone Holdings, LLC 0.02% Reduce -7.1% 61,658 $5.0M
Golden Bell Financial Planning LLC 4.84% Add +1.4% 60,884 $5.0M
Lowe Brockenbrough & Co. Inc. 0.33% Add +5.6% 60,536 $4.9M
KMG Fiduciary Partners, LLC 0.41% Add +12.4% 60,513 $4.9M
Envision Financial LLC 3.69% Add +41.2% 59,914 $4.9M
CGN Advisors LLC 0.48% Add +9.2% 59,821 $4.9M
BIP Wealth, LLC 0.32% Add +15.9% 59,616 $4.9M
Auour Investments LLC 1.73% Reduce -3.3% 58,278 $4.8M
Tide Cove Capital Partners LLC 4.13% Add +0.6% 58,010 $4.7M
Sandy Spring Bank 0.20% Add +20.6% 57,764 $4.7M
TPG Financial Advisors, LLC 2.09% Reduce -30.5% 57,714 $4.7M
Independence Asset Advisors, LLC 15.29% Reduce -0.9% 57,914 $4.7M
Fortune 45 LLC 3.09% Add +19.3% 57,689 $4.7M
McMill Wealth Management 1.69% Add +2.1% 57,226 $4.7M
Veridan Wealth LLC 2.10% Add +2.2% 56,815 $4.6M
Rialto Wealth Management, LLC 1.46% Reduce -0.2% 56,772 $4.6M
Portside Wealth Group, LLC 0.74% Reduce -4.0% 55,589 $4.5M
Level Four Advisory Services, LLC 0.19% Add +3.7% 55,186 $4.5M
Bay Rivers Group 2.36% Reduce -0.5% 55,158 $4.5M
Sheets Smith Investment Management 4.46% Reduce -1.2% 54,677 $4.5M
O'ROURKE & COMPANY, Inc 2.21% Add +4.0% 54,466 $4.5M
Marshall Financial Group Inc. 1.40% Add +54.8% 54,397 $4.4M
Advisor Resource Council 0.36% New 55,915 $4.4M
United Capital Financial Advisors, LLC 0.04% Reduce -1.6% 53,788 $4.4M
Braun-Bostich & Associates Inc. 3.24% Add +0.5% 53,594 $4.4M
Long Island Wealth Management, Inc. 2.65% Reduce -2.9% 53,216 $4.4M
Daiwa Securities Group Inc. 0.02% Reduce -2.4% 52,390 $4.3M
Commerce Bank 0.03% Add +30.7% 51,996 $4.3M
Transatlantique Private Wealth LLC 1.67% Add +10.1% 51,317 $4.2M
Better Money Decisions, LLC 2.80% Add +8.7% 51,234 $4.2M
Ameritas Advisory Services, LLC 0.17% Add +6.3% 51,138 $4.2M
Forefront Wealth Partners, LLC 2.82% Reduce -6.0% 50,598 $4.1M
Independent Advisor Alliance 0.14% Reduce -20.1% 50,581 $4.1M
Sumitomo Mitsui Financial Group, Inc. 0.08% Add +0.9% 50,556 $4.1M
Rosenblum Silverman Sutton S F Inc. 1.13% Add +6.3% 50,230 $4.1M
Trivium Point Advisory, LLC 0.51% Add +55.5% 49,862 $4.1M
Mgo One Seven LLC 0.16% Add +0.7% 49,648 $4.1M
Koshinski Asset Management, Inc. 0.34% Add +1.9% 49,258 $4.0M
Stratos Wealth Partners, LTD. 0.06% Add +2.9% 48,701 $4.0M
Drive Wealth Management, LLC 0.93% Reduce -5.1% 48,461 $4.0M
MIdWestOne Financial Group, Inc. 0.56% Add +0.0% 47,876 $3.9M
Breakwater Capital Group 0.69% Add +6.6% 47,114 $3.9M
Rooted Wealth Advisors, Inc. 1.65% Add +11.1% 46,928 $3.8M
MBE Wealth Management, LLC 1.83% Reduce -0.0% 46,803 $3.8M
Bull Street Advisors, LLC 1.82% Reduce -0.4% 46,552 $3.8M
SageView Advisory Group, LLC 0.16% Add +6.3% 46,328 $3.8M
BetterWealth, LLC 1.06% Add +0.3% 46,220 $3.8M
Hofer & Associates. Inc 2.54% Add +3.0% 45,850 $3.7M
CRA Financial Services, LLC 0.63% Reduce -18.8% 45,013 $3.7M
Cypress Wealth Services, LLC 0.75% Reduce -0.4% 44,934 $3.7M
Synovus Financial Corp. 0.05% Add +16.2% 44,764 $3.7M
REDW Wealth LLC 1.35% Reduce -0.4% 44,522 $3.6M
Thrive Capital Management, LLC 2.17% Add +270.1% 59,101 $3.6M
Brookstone Capital Management 0.05% Add +2.5% 44,493 $3.6M
Perennial Advisors, LLC 0.71% Add +4.8% 43,777 $3.6M
Advisory Research Inc. 0.63% Add +1.7% 43,678 $3.6M
SWAN Capital LLC 1.65% Add +22.0% 43,577 $3.6M
Gladstone Institutional Advisory LLC 0.16% Add +4.1% 43,039 $3.5M
Sheets Smith Wealth Management 0.44% Reduce -1.1% 42,924 $3.5M
Cascade Financial Partners, LLC 0.44% Reduce -12.5% 42,816 $3.5M
Glenview Trust Co 0.07% Add +78.5% 41,562 $3.4M
Signature Estate & Investment Advisors LLC 0.09% Add +0.5% 41,451 $3.4M
Founders Financial Securities LLC 0.29% Add +427.8% 41,413 $3.4M
Stonebridge Financial Planning Group, LLC 1.54% Add +1.6% 41,324 $3.4M
Avant Financial Advisors LLC 3.04% Add +10.5% 41,001 $3.4M
Bordeaux Wealth Advisors LLC 0.62% Reduce -1.2% 40,951 $3.3M
Cerity Partners LLC 0.01% Reduce -19.7% 40,817 $3.3M
SevenBridge Financial Group, LLC 0.65% Reduce -38.9% 41,072 $3.3M
Marietta Wealth Management, LLC 0.48% Add +9.7% 40,411 $3.3M
Counterweight Ventures, LLC 2.36% Add +2.2% 40,243 $3.3M
Wealthspire Retirement, LLC 0.26% Reduce -5.1% 40,018 $3.3M
Strategic Financial Partners, Ltd. 1.72% Add +6.0% 39,925 $3.3M
Brooks, Moore & Associates, Inc. 1.82% Reduce -1.5% 39,545 $3.2M
United Community Bank 1.20% Reduce -8.2% 39,534 $3.2M
Yeomans Consulting Group, Inc. 1.23% Add +2.8% 38,832 $3.2M
Novem Group 0.45% Add +21.8% 38,637 $3.2M
German American Bancorp, Inc. 0.34% Reduce -11.5% 38,512 $3.1M
Montag A & Associates Inc. 0.16% Reduce -7.5% 38,481 $3.1M
Aries Wealth Management 0.85% Add +6.5% 38,439 $3.1M
Rinkey Investments 0.99% Add +65.7% 38,106 $3.1M
Fortis Capital Management LLC 0.59% Reduce -62.3% 36,931 $3.0M
Silver Oak Wealth Advisors Services, LLC 2.69% Reduce -13.4% 36,925 $3.0M
Carl P. Sherr & Co., LLC 1.64% Add +0.0% 36,644 $3.0M
Siligmueller & Norvid Wealth Advisors LLC 1.27% Add +0.6% 36,597 $3.0M
Natixis Advisors, LLC 0.01% Add +34.8% 36,566 $3.0M
D.A. Davidson & Co. 0.02% Add +10.6% 36,293 $3.0M
IFG Advisory, LLC 0.16% Reduce -18.5% 36,035 $2.9M
Chandler Asset Management, Inc. 0.55% Add +189.0% 35,980 $2.9M
Heritage Trust Co 0.35% Reduce -1.5% 35,686 $2.9M
OneAscent Financial Services LLC 0.19% Reduce -8.2% 35,443 $2.9M
Compagnie Lombard Odier SCmA 0.04% Add +1.0% 35,445 $2.9M
Regal Investment Advisors LLC 0.23% Add +103.7% 34,708 $2.8M
Diversify Advisory Services, LLC 0.17% Add +2.8% 34,074 $2.8M
Signal Tree Financial Partners LLC 2.78% Add +13.0% 33,942 $2.8M
IFP Advisors, Inc 0.09% Add +77.0% 33,858 $2.8M
Fifth Third Securities, Inc. 0.23% Add +4.8% 33,158 $2.7M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -0.6% 32,784 $2.7M
Mosaic Family Wealth Partners, LLC 0.38% Add +24.3% 32,711 $2.7M
Sigma Planning Corp 0.08% Reduce -31.4% 32,513 $2.7M
Addis & Hill, Inc 1.84% Add +5.4% 32,246 $2.6M
Betterment LLC 0.01% Reduce -32.1% 32,122 $2.6M
Lanark Financial, Inc. 0.22% — 31,623 $2.6M
Seamount Financial Group Inc. 1.74% Add +5.2% 31,317 $2.6M
American Investment Services, Inc. 0.45% Add +32.4% 31,314 $2.6M
Capital Advisory Group Advisory Services, LLC 0.97% Add +3.2% 31,231 $2.6M
4WEALTH Advisors, Inc. 2.79% Add +15.7% 30,833 $2.5M
Weik Capital Management 1.03% Reduce -1.7% 30,813 $2.5M
Signal Advisors Wealth, LLC 0.24% Reduce -5.6% 30,598 $2.5M
Tandem Investment Partners LLC 2.46% Add +5.4% 30,515 $2.5M
Transcendent Capital Group LLC 1.39% Reduce -0.8% 30,339 $2.5M
B. Riley Wealth Advisors, Inc. 0.07% Add +17.5% 29,734 $2.4M
SC&H Financial Advisors, Inc. 0.48% Reduce -1.5% 29,666 $2.4M
Life Planning Partners, Inc 2.20% Add +3.2% 29,664 $2.4M
Ironwood Investment Counsel, LLC 0.41% Add +0.5% 29,043 $2.4M
Idaho Trust Co 0.97% New 28,951 $2.4M
Coston, McIsaac & Partners 0.69% Add +25.9% 28,945 $2.4M
OxenFree Capital LLC 1.80% Add +9.6% 29,452 $2.4M
Tme Financial, Inc. 2.03% Reduce -12.8% 28,513 $2.3M
Cadence Bank 0.17% Add +20.1% 28,500 $2.3M
LexAurum Advisors, LLC 0.45% New 28,219 $2.3M
Peapack Gladstone Financial Corp. 0.03% Add +11.0% 28,057 $2.3M
Greenwich Wealth Management LLC 0.17% Reduce -2.6% 27,872 $2.3M
Parsons Capital Management Inc. 0.12% Reduce -4.3% 27,534 $2.3M
Topel & Distasi Wealth Management, LLC 1.04% Add +7.2% 27,368 $2.2M
Guardian Wealth Management, Inc. 1.49% Add +45.9% 27,285 $2.2M
Seven Mile Advisory 1.48% Reduce -12.1% 27,181 $2.2M
FMR LLC 0.00% Add +38.1% 26,957 $2.2M
Rockbridge Investment Management, LCC 0.26% Reduce -0.9% 26,946 $2.2M
James Investment Research, Inc. 0.28% Add +0.6% 26,930 $2.2M
Man Group plc 0.01% Add +43.0% 26,844 $2.2M
NorthCoast Asset Management LLC 0.01% Reduce -8.7% 26,838 $2.2M
Foster Group, Inc. 0.08% Add +2.7% 26,837 $2.2M
BNP Paribas Financial Markets 0.00% Reduce -96.0% 26,390 $2.2M
Carnegie Investment Counsel 0.05% Add +7.0% 26,531 $2.1M
Resona Asset Management Co.,Ltd. 0.01% Reduce -52.4% 26,111 $2.1M
Friedenthal Financial 1.27% Add +14.2% 26,103 $2.1M
Cardiff Park Advisors, LLC 0.21% Reduce -1.0% 26,077 $2.1M
Lion Street Advisors, LLC 0.67% Reduce -32.7% 25,971 $2.1M
Brighton Securities Corp. 1.03% Add +8.2% 25,852 $2.1M
Rathbones Group PLC 0.01% Reduce -9.0% 25,808 $2.1M
Integrity Investment Advisors, LLC 1.92% — 25,746 $2.1M
Hexagon Capital Partners LLC 0.40% Add +3.9% 25,627 $2.1M
US Bancorp \de 0.00% Add +6.6% 25,602 $2.1M
Transcend Capital Advisors, LLC 0.15% Reduce -0.9% 25,392 $2.1M
Prime Capital Investment Advisors, LLC 0.02% Add +60.3% 25,364 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +196.0% 25,337 $2.1M
RoundAngle Advisors LLC 1.88% Add +1.3% 25,004 $2.0M
North Forty Two & Co. 2.26% Add +1.3% 24,997 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.07% No change 24,777 $2.0M
NBT Bank, N.A. 0.15% Add +3.6% 24,639 $2.0M
Edgestream Partners, L.P. 0.07% New 24,493 $2.0M
Murphy & Mullick Capital Management Corp 1.93% Reduce -2.1% 24,354 $2.0M
Sincerus Advisory, LLC 2.09% Add +0.7% 24,241 $2.0M
Hobbs Group Advisors, LLC 0.75% No change 24,135 $2.0M
CreativeOne Wealth, LLC 0.06% Add +12.2% 24,059 $2.0M
Freedom Investment Management, Inc. 0.16% Reduce -3.4% 24,026 $2.0M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -2.3% 23,701 $1.9M
TriaGen Wealth Management LLC 0.68% Add +12.6% 23,654 $1.9M
Orcam Financial Group 1.81% Reduce -13.0% 23,622 $1.9M
Modus Advisors, LLC 0.63% Reduce -4.3% 23,614 $1.9M
RMR Capital Management, LLC 1.39% Add +0.8% 23,575 $1.9M
Horan Capital Advisors, LLC. 0.64% Add +373.5% 23,390 $1.9M
Semmax Financial Advisors Inc. 0.52% Reduce -6.8% 23,557 $1.9M
Diversified Portfolios, Inc. 0.20% Add +0.6% 23,221 $1.9M
Bcwm, LLC 0.66% Add +3.0% 23,199 $1.9M
Morris Financial Concepts, Inc. 0.79% Add +1.5% 23,169 $1.9M
Harbour Investments, Inc. 0.05% Add +33.4% 22,964 $1.9M
Petra Financial Advisors Inc. 1.53% Add +0.8% 22,802 $1.9M
Proquility Private Wealth Partners, LLC 0.57% Reduce -5.2% 22,799 $1.9M
Ramiah Investment Group 1.78% Reduce -7.1% 22,739 $1.9M
Mayflower Financial Advisors, LLC 0.28% Add +1.9% 22,644 $1.9M
Dearborn Partners LLC 0.09% Reduce -2.2% 22,632 $1.9M
Independent Financial Group, LLC 0.06% Reduce -43.2% 22,560 $1.8M
Pettyjohn, Wood & White, Inc. 0.35% Add +3.9% 22,493 $1.8M
Glass Jacobson Investment Advisors llc 0.60% No change 22,902 $1.8M
Summit Wealth Partners, LLC 0.37% Add +8.8% 22,459 $1.8M
Wealthedge Investment Advisors, LLC 0.82% Reduce -4.7% 22,201 $1.8M
Leeward Financial Partners, LLC 0.67% Add +13.4% 22,081 $1.8M
Global Financial Private Client, LLC 0.69% Reduce -1.1% 22,037 $1.8M
EverSource Wealth Advisors, LLC 0.10% Reduce -14.4% 21,921 $1.8M
LFA - Lugano Financial Advisors SA 1.21% Add +42.2% 21,809 $1.8M
CVA Family Office, LLC 0.27% Add +10.3% 21,773 $1.8M
Vicus Capital 0.16% Add +3.9% 21,652 $1.8M
FSC Wealth Advisors, LLC 1.16% Add +72.4% 21,574 $1.8M
Quartz Partners, LLC 1.07% Reduce -4.6% 21,512 $1.8M
Strategic Investment Advisors / MI 0.18% Reduce -0.4% 21,287 $1.7M
Center For Asset Management LLC 1.06% Add +62.2% 21,140 $1.7M
Elmwood Wealth Management, Inc. 0.70% Reduce -8.8% 20,886 $1.7M
World Investment Advisors 0.04% Add +95.7% 20,716 $1.7M
Leavell Investment Management, Inc. 0.08% Add +3.3% 20,680 $1.7M
Clarity Wealth Development LLC 1.88% Add +0.8% 20,570 $1.7M
LeConte Wealth Management, LLC 1.07% — 20,472 $1.7M
Staley Capital Advisers Inc. 0.07% Reduce -5.4% 20,020 $1.6M
MAI Capital Management 0.01% Reduce -22.3% 19,668 $1.6M
HUB Investment Partners, LLC 0.06% Reduce -30.2% 19,429 $1.6M
Agate Pass Investment Management, LLC 0.67% Add +3.1% 19,220 $1.6M
Ascent Wealth Partners, LLC 0.21% Reduce -0.3% 19,139 $1.6M
Titan Global Capital Management USA LLC 0.32% Add +21.0% 18,863 $1.5M
Cambria Investment Management, L.P. 0.11% Reduce -2.7% 18,910 $1.5M
Riverbend Wealth Management, LLC 1.38% Add +1.9% 18,812 $1.5M
Savvy Advisors, Inc. 0.15% Reduce -30.4% 18,807 $1.5M
Columbus Macro, LLC 0.20% Reduce -2.2% 18,760 $1.5M
AXS Investments LLC 0.42% New 18,689 $1.5M
First Manhattan Co. Llc. 0.00% Add +20.0% 18,664 $1.5M
Smith, Moore & Co. 0.14% Reduce -1.2% 18,642 $1.5M
Archvest Wealth Advisors, Inc. 1.26% Add +1.6% 18,603 $1.5M
Engineers Gate Manager LP 0.03% Add +12.8% 18,514 $1.5M
Financial Counselors Inc. 0.02% Add +51.3% 18,470 $1.5M
Saranac Partners Ltd 0.87% Reduce -0.7% 18,440 $1.5M
Novak & Powell Financial Services, Inc. 0.93% Reduce -12.0% 18,338 $1.5M
Beaird Harris Wealth Management, LLC 0.13% Reduce -1.8% 18,209 $1.5M
Guidance Capital, Inc. 0.45% Add +62.3% 18,189 $1.5M
Horizon Financial Services, LLC 0.82% Reduce -25.2% 18,002 $1.5M
Northern Trust Corp. 0.00% Add +49.0% 17,872 $1.5M
Rockland Trust Co. 0.07% No change 17,758 $1.5M
Independence Bank of Kentucky 0.23% Add +1.1% 17,675 $1.4M
Tilia Fiduciary Partners, Inc. 0.96% Reduce -0.5% 17,534 $1.4M
Tull Financial Group, Inc. 0.83% Add +3.7% 17,384 $1.4M
Bigelow Investment Advisors, LLC 0.67% Reduce -9.0% 17,150 $1.4M
Strategic Wealth Investment Group, LLC 2.44% Reduce -95.7% 17,143 $1.4M
Christensen, King & Associates Investment Services, Inc. 0.66% Reduce -55.7% 17,153 $1.4M
Hilltop Holdings Inc. 0.09% Reduce -8.9% 17,045 $1.4M
REAP Financial Group, LLC 0.34% Add +7.3% 16,926 $1.4M
Consolidated Portfolio Review Corp 0.22% Add +6.0% 16,835 $1.4M
Main Street Financial Solutions, LLC 0.12% Reduce -28.8% 16,667 $1.4M
Naples Global Advisors, LLC 0.13% Reduce -6.2% 16,659 $1.4M
Cornerstone Wealth Group, LLC 0.11% Reduce -3.9% 16,647 $1.4M
Cordatus Wealth Management LLC 0.37% Add +97.5% 16,621 $1.4M
SGL Investment Advisors, Inc. 0.71% Add +24.1% 16,789 $1.4M
Lido Advisors, LLC 0.01% Add +7.7% 16,561 $1.4M
Certified Advisory Corp 0.15% Add +36.1% 16,544 $1.4M
IPG Investment Advisors LLC 0.31% No change 16,500 $1.3M
Firestone Capital Management 0.35% Add +22.1% 16,473 $1.3M
Titleist Asset Management, LLC 0.16% Add +9.7% 16,469 $1.3M
Northwest Bancshares, Inc. 0.24% New 16,281 $1.3M
Axxcess Wealth Management, LLC 0.04% Reduce -33.3% 16,223 $1.3M
Cunning Capital Partners, LP 0.84% Add +131.4% 16,200 $1.3M
Chicago Partners Investment Group LLC 0.04% Reduce -22.1% 16,152 $1.3M
Talon Private Wealth, LLC 0.17% Reduce -11.6% 15,899 $1.3M
Patten Group, Inc. 0.30% Add +54.1% 15,849 $1.3M
Coordinated Financial Services, Inc. 1.01% — 15,799 $1.3M
TBH Global Asset Management, LLC 0.24% Reduce -5.0% 15,551 $1.3M
Flagship Harbor Advisors, LLC 0.07% Reduce -9.2% 15,548 $1.3M
Cornerstone Financial Group, LLC 1.13% Add +4.4% 15,581 $1.3M
Apollon Financial, LLC 0.30% Add +5.1% 15,388 $1.3M
Trustmark Bank Trust Department 0.09% Add +8.6% 15,364 $1.3M
Sovran Advisors, LLC 0.16% Reduce -2.8% 15,497 $1.3M
Genesee Capital Advisors, LLC 0.62% Reduce -4.7% 15,139 $1.2M
Bridge Generations Wealth Management LLC 0.77% New 14,915 $1.2M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -2.0% 14,856 $1.2M
Pure Financial Advisors, LLC 0.03% Add +259.0% 14,849 $1.2M
Ami Investment Management Inc. 0.39% Reduce -70.2% 14,815 $1.2M
Arlington Financial Advisors, LLC 0.21% Reduce -12.9% 14,808 $1.2M
BridgePort Financial Solutions, LLC 0.54% Reduce -0.3% 14,609 $1.2M
Mengis Capital Management, Inc. 0.25% Add +26.7% 14,521 $1.2M
Savant Capital, LLC 0.01% Reduce -27.2% 14,436 $1.2M
Smithfield Trust Co 0.06% New 14,400 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Add +3.0% 14,374 $1.2M
Mutual Advisors, LLC 0.03% Reduce -1.5% 14,380 $1.2M
North Star Investment Management Corp. 0.09% Reduce -7.8% 14,289 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -30.3% 14,214 $1.2M
Baker Ellis Asset Management LLC 0.17% Add +73.2% 14,200 $1.2M
Agf Management Ltd. 0.01% Add +54.4% 14,200 $1.2M
Pinnacle Associates Ltd. 0.02% Add +6.0% 14,084 $1.2M
Stokes Family Office, LLC 0.13% Reduce -4.9% 14,003 $1.1M
Graypoint LLC 0.07% Reduce -1.2% 13,900 $1.1M
Forum Private Client Group LLC 0.49% Reduce -2.5% 13,885 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% Add +9.4% 13,860 $1.1M
Cooper Financial Group 0.15% Add +2.1% 13,732 $1.1M
Bath Savings Trust Co 0.12% Add +17.8% 13,718 $1.1M
PFG Investments, LLC 0.07% Reduce -6.0% 13,654 $1.1M
Arax Advisory Partners 0.07% Reduce -23.1% 13,637 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -12.2% 13,589 $1.1M
Axos Invest Inc. 0.85% Reduce -5.9% 13,438 $1.1M
High Net Worth Advisory Group LLC 0.31% Reduce -1.4% 13,255 $1.1M
Outlook Wealth Advisors, LLC 0.30% Reduce -20.3% 13,205 $1.1M
GeoWealth Management, LLC 0.04% Reduce -3.4% 13,185 $1.1M
Alteri Wealth LLC 0.47% Add +8.8% 13,121 $1.1M
Aua Capital Management, LLC 0.70% No change 13,099 $1.1M
First Horizon Advisors, Inc. 0.03% Add +29.1% 13,010 $1.1M
Maia Wealth LLC 0.24% Add +25.0% 13,252 $1.1M
Zacks Investment Management 0.01% Add +1.8% 12,803 $1.0M
Southland Equity Partners LLC 0.24% Add +1.5% 12,773 $1.0M
Private Trust Co. NA 0.11% Reduce -8.8% 12,717 $1.0M
Grandview Asset Management LLC 0.39% Add +21.0% 12,709 $1.0M
Advisory Services Network, LLC 0.02% Reduce -6.5% 12,658 $1.0M
Gryphon Financial Partners LLC 0.15% New 12,632 $1.0M
Independent Wealth Network Inc. 0.41% Add +7.8% 12,619 $1.0M
Transamerica Financial Advisors, LLC 0.10% Add +4.2% 12,540 $1.0M
Estate Counselors, LLC 0.11% Reduce -17.1% 12,486 $1.0M
Stratos Wealth Advisors, LLC 0.06% Add +46.5% 12,385 $1.0M
Inman Jager Wealth Management, LLC 0.76% Add +25.3% 12,377 $1.0M
Western Wealth Management, LLC 0.07% Reduce -9.9% 12,376 $1.0M
Alliance Wealth Advisors, LLC 0.26% Add +2.3% 12,374 $1.0M
Iron Gate Global Advisors LLC 0.14% Reduce -0.9% 12,264 $1.0M
Tennessee Valley Asset Management Partners 0.16% Reduce -34.0% 12,245 $1.0M
Mission Wealth Management, LP 0.02% Add +0.2% 12,040 $984K
Clarity Capital Advisors, LLC 0.65% Add +6.8% 12,033 $984K
J. W. Coons Advisors, LLC 0.26% Add +2.3% 12,025 $983K
One Capital Management, LLC 0.03% Add +0.1% 11,988 $980K
Fiduciary Trust Co 0.01% Add +11.6% 11,971 $979K
Meridian Financial Advisors, LLC 0.68% Reduce -3.7% 11,939 $976K
AllSquare Wealth Management LLC 0.57% Reduce -0.8% 11,790 $964K
Elm3 Financial Group, LLC 0.84% Reduce -33.4% 11,722 $958K
Palouse Capital Management, Inc. 0.65% Reduce -4.4% 11,708 $957K
Neumann Capital Management, LLC 0.33% Reduce -1.1% 11,705 $957K
Silver Oak Advisory Group, Inc. 0.51% Add +1.1% 11,656 $953K
Concord Wealth Partners 0.16% Add +17.9% 11,605 $949K
Novare Capital Management LLC 0.08% Add +4.8% 11,594 $948K
Venture Visionary Partners LLC 0.04% Reduce -8.2% 11,586 $947K
International Assets Investment Management, LLC 0.08% Add +1.0% 11,504 $941K
Vanguard Group Inc. 0.00% Reduce -99.7% 11,412 $933K
Houlihan Financial Resource Group, Ltd. 0.42% Reduce -0.9% 11,400 $932K
StoneX Group Inc. 0.05% Reduce -22.3% 11,367 $929K
Millennium Management 0.00% Add +12.8% 11,348 $928K
Avidian Wealth Enterprises, LLC 0.04% Add +2.1% 11,284 $923K
Fairview Capital Investment Management, LLC 0.05% New 11,094 $907K
Severin Investments, LLC 0.90% New 11,011 $900K
Shelter Mutual Insurance Co 0.22% No change 10,917 $893K
Accretive Wealth Partners, LLC 0.31% Add +18.3% 11,000 $891K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +2.9% 10,703 $875K
GK Wealth Management LLC 1.09% Add +5.8% 10,692 $874K
Defined Wealth Management, LLC 0.58% Reduce -26.2% 10,638 $870K
Noesis Capital Mangement Corp. 0.17% Add +5.4% 10,627 $869K
Capstone Capital LLC 0.70% Reduce -1.1% 10,620 $868K
Integral Investment Advisors, Inc. 0.28% Reduce -2.6% 10,575 $865K
Sonata Capital Group Inc. 0.38% Add +4.7% 10,560 $863K
Compass Ion Advisors, LLC 0.10% Reduce -7.3% 10,517 $860K
Capital Asset Advisory Services LLC 0.04% Reduce -41.8% 10,315 $843K
Greenleaf Trust 0.01% Reduce -62.4% 10,305 $843K
Integrity Financial Corp 0.48% Reduce -2.4% 10,299 $842K
Choreo, LLC 0.01% Reduce -6.2% 10,294 $842K
CIBC Private Wealth Group LLC 0.00% Reduce -2.0% 10,519 $841K
Edge Financial Advisors LLC 0.53% New 10,262 $839K
Round Rock Advisors LLC 0.16% Reduce -9.4% 10,261 $839K
Berkshire Asset Management LLC 0.04% Reduce -15.3% 10,267 $830K
Spire Wealth Management 0.03% Reduce -16.4% 10,119 $827K
TFB Advisors LLC 0.24% Reduce -7.6% 10,107 $826K
Tudor Investment Corporation 0.01% New 10,075 $824K
Interactive Financial Advisors, Inc. 0.43% Add +0.2% 9,962 $815K
Capital Analysts, LLC 0.03% Add +79.3% 9,922 $811K
Kohmann Bosshard Financial Services, LLC 0.10% Add +156.7% 9,912 $810K
FC Advisory LLC 0.27% Reduce -3.4% 9,885 $808K
GenTrust, LLC 0.04% Reduce -17.5% 9,818 $803K
National Philanthropic Trust 0.01% No change 9,757 $798K
Argent Trust Co 0.03% Reduce -11.2% 9,717 $794K
Vestmark Advisory Solutions, Inc. 0.02% New 9,700 $793K
Vision Capital Management, Inc. 0.11% Reduce -5.9% 9,690 $792K
True North Advisors, LLC 0.14% Add +67.7% 9,643 $788K
Arkadios Wealth Advisors 0.03% Add +175.6% 9,632 $788K
Baker Tilly Wealth Management, LLC 0.31% Reduce -8.2% 9,621 $787K
Shum Financial Group, Inc. 0.68% Add +3.7% 9,610 $786K
Olde Wealth Management, LLC 0.28% No change 9,536 $779K
Wedbush Securities Inc. 0.03% Add +10.6% 9,530 $779K
Act Two Investors LLC 0.16% Reduce -12.3% 9,444 $772K
Perennial Investment Advisors, LLC 0.09% Reduce -23.4% 9,403 $769K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +9.6% 9,396 $768K
Legacy Private Trust Co. 0.05% Reduce -27.9% 9,236 $755K
Integrity Alliance, Llc. 0.03% New 9,216 $754K
Wilmington Savings Fund Society, FSB 0.01% Add +70.5% 9,080 $742K
Focus Partners Advisor Solutions, LLC 0.01% Add +26.5% 9,063 $741K
My Legacy Advisors, LLC 0.28% Add +5.1% 9,003 $736K
Wealthcare Advisory Partners LLC 0.02% Add +0.8% 8,967 $733K
Endeavor Private Wealth, Inc. 0.40% Add +407.2% 8,901 $728K
Jacobi Capital Management LLC 0.05% Reduce -3.6% 8,838 $723K
Timonier Family Office, LTD. 0.32% Reduce -3.1% 8,749 $715K
Liberty Capital Management, Inc. 0.16% Add +12.6% 8,669 $709K
Octavia Wealth Advisors, LLC 0.09% Add +85.3% 8,642 $707K
Moors & Cabot, Inc. 0.04% Reduce -53.8% 8,545 $699K
Duncker Streett & Co. Inc. 0.14% Reduce -3.1% 8,503 $695K
Alerus Financial NA 0.06% Reduce -8.5% 8,483 $694K
HRT Financial LP 0.00% New 8,466 $692K
Moser Wealth Advisors, LLC 0.36% Add +0.2% 8,440 $690K
Plante Moran Financial Advisors, LLC 0.06% Reduce -7.5% 8,428 $689K
Geneos Wealth Management Inc. 0.02% Add +12.5% 8,354 $683K
Cary Street Partners Financial LLC 0.02% Reduce -27.9% 8,343 $682K
Simon Quick Advisors, LLC 0.04% No change 8,291 $678K
Pines Wealth Management, LLC 0.31% Add +8.2% 8,473 $677K
Wesbanco Bank Inc. 0.02% Reduce -7.7% 8,268 $676K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -13.6% 8,238 $674K
Mosaic Financial Group, LLC 0.54% No change 8,194 $670K
Cherrydale Wealth Management, LLC 0.26% Add +33.1% 8,190 $670K
Nwam LLC 0.06% Reduce -65.2% 8,187 $669K
Ascentis Independent Advisors 0.13% Reduce -9.9% 8,099 $662K
Tradition Wealth Management, LLC 0.06% Reduce -2.1% 8,058 $659K
Sweeney & Michel, LLC 0.29% — 8,185 $654K
First Merchants Corp. 0.03% Reduce -6.0% 7,975 $652K
Trilogy Capital Inc. 0.03% Reduce -0.7% 7,945 $650K
FourThought Financial Partners, LLC 0.07% Add +143.6% 7,925 $648K
Leo Wealth, LLC 0.09% New 7,855 $642K
Valeo Financial Advisors, LLC 0.02% Reduce -39.9% 7,744 $633K
Sovereign Financial Group, Inc. 0.14% Reduce -1.0% 7,688 $629K
Condor Capital Management 0.06% Add +29.3% 7,669 $627K
Twele Capital Management, Inc. 0.13% Add +8.7% 7,607 $622K
Falcon Wealth Planning 0.07% Add +0.7% 7,604 $622K
Greenspring Advisors, LLC 0.15% Add +1.7% 7,600 $621K
Woodley Farra Manion Portfolio Management Inc. 0.03% New 7,574 $619K
Bison Wealth, LLC 0.06% Reduce -20.9% 7,573 $619K
Norden Group LLC 0.07% Reduce -7.0% 7,531 $616K
Verisail Partners, LLC 0.28% Add +40.7% 7,510 $614K
Worth Asset Management, LLC 0.34% New 7,508 $614K
Running Point Capital Advisors, LLC 0.19% Add +16.8% 7,492 $613K
Atlas Capital Advisors Inc. 0.08% Reduce -6.3% 7,395 $605K
Triumph Capital Management 0.20% Add +73.3% 7,370 $603K
Compass Advisory Group LLC 0.21% New 7,262 $594K
Private Capital Management, LLC 0.07% Add +8.1% 7,259 $594K
Pacifica Partners Inc. 0.27% Add +5.5% 7,170 $588K
Good Life Advisors, LLC 0.04% New 7,169 $586K
Rwa Wealth Partners, LLC 0.01% Reduce -0.8% 7,165 $586K
Valley Wealth Managers, Inc. 0.04% Reduce -3.2% 7,148 $584K
Providence First Trust Co 0.24% No change 7,092 $580K
Snowden Capital Advisors LLC 0.02% Reduce -3.4% 7,080 $579K
Harmony Asset Management LLC 0.24% Reduce -0.9% 6,994 $572K
Compass Financial Group, INC 0.11% Reduce -9.4% 6,985 $571K
Brown Advisory Inc. 0.00% Reduce -0.6% 6,974 $570K
Creative Financial Designs Inc. 0.05% Add +7.5% 6,952 $568K
RiverGlades Family Offices LLC 0.41% Add +123.2% 6,884 $563K
Disciplined Investments, LLC 0.26% Reduce -0.7% 6,863 $561K
Ascent Group, LLC 0.02% Reduce -5.0% 6,860 $561K
Argus Investors' Counsel, Inc. 0.43% Add +1.6% 6,854 $560K
Nestegg Advisors, Inc. 0.59% New 6,846 $560K
Victory Financial Group, LLC 0.11% Add +51.0% 6,809 $557K
Lineweaver Wealth Advisors, LLC 0.09% No change 6,804 $556K
Dynamic Wealth Strategies, LLC 0.46% Add +4.9% 6,766 $553K
Sage Capital Management, LLC 0.30% Add +0.7% 6,754 $552K
Clark Asset Management, LLC 0.09% Add +0.4% 6,740 $551K
TOWER TRUST & INVESTMENT Co 0.44% — 6,654 $544K
Keener Financial Planning LLC 0.35% Reduce -38.5% 6,617 $541K
Axis Wealth Partners, LLC 0.40% Add +2.1% 6,595 $539K
Connecticut Wealth Management, LLC 0.03% New 6,546 $535K
SouthState Bank Corp 0.02% Add +23.1% 6,535 $534K
Gould Asset Management LLC 0.11% Reduce -51.7% 6,513 $533K
Towne Trust Company, N.A 0.19% Add +262.4% 6,512 $532K
Insight Inv LLC 0.37% Reduce -1.5% 6,511 $532K
FineMark National Bank & Trust 0.02% Add +154.0% 6,506 $532K
Brooklyn FI, LLC 0.16% No change 6,505 $532K
Investment Advisory Group, LLC 0.18% No change 6,499 $531K
Orleans Capital Management Corp. 0.31% No change 6,482 $530K
Johnson Financial Group, Inc. 0.03% Reduce -1.1% 6,474 $529K
Seelaus Asset Management LLC 0.51% Add +9.7% 6,474 $529K
Aspire Private Capital, LLC 0.13% New 6,464 $529K
Diversify Wealth Management, LLC 0.04% Reduce -18.4% 6,455 $528K
Planning Directions Inc. 0.22% Add +27.3% 6,424 $525K
Azimuth Capital Investment Management LLC 0.02% Add +9.4% 6,414 $524K
Tsfg, LLC 0.11% Reduce -10.9% 6,402 $523K
WealthCollab, LLC 0.32% No change 6,366 $520K
Altfest L J & Co. Inc. 0.06% Add +78.6% 6,324 $517K
Meitav Investment House Ltd. 0.01% Add +5.0% 6,323 $517K
International Private Wealth Advisors LLC 0.50% Reduce -15.9% 6,318 $517K
Modern Wealth Management, LLC 0.02% Reduce -94.1% 6,249 $511K
Legacy Capital Wealth Partners, LLC 0.13% Add +0.8% 6,220 $509K
SCS Capital Management LLC 0.01% New 6,204 $507K
Key Financial Inc 0.11% Add +563.0% 6,199 $507K
Fourth Dimension Wealth, LLC 0.24% Reduce -0.3% 6,174 $505K
Three Bridge Wealth Advisors, LLC 0.17% Add +0.1% 6,140 $502K
Fermata Advisors, LLC 0.09% Reduce -25.2% 6,110 $500K
Visionary Wealth Advisors 0.03% Reduce -66.7% 6,106 $499K
Garden State Investment Advisory Services LLC 0.16% Reduce -0.8% 6,072 $497K
Lauer Wealth, LLC 0.38% Reduce -87.3% 6,051 $495K
Pekin Hardy Strauss, Inc. 0.06% Add +5.0% 6,014 $492K
Davis R M Inc. 0.01% No change 5,991 $490K
Wealth Effects LLC 0.20% Add +52.8% 5,968 $488K
Walkner Condon Financial Advisors LLC 0.10% Reduce -0.6% 5,890 $482K
IVC Wealth Advisors LLC 0.26% Add +3.3% 5,884 $481K
First United Bank & Trust 0.18% Add +2.0% 5,848 $478K
AlTi Global, Inc. 0.01% Reduce -43.4% 5,787 $473K
Venturi Wealth Management, LLC 0.02% Reduce -97.3% 5,715 $467K
Keystone Financial Group 0.05% Reduce -12.0% 5,685 $465K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -14.5% 5,673 $464K
Allie Family Office LLC 0.25% Reduce -5.7% 5,621 $460K
Inspire Advisors, LLC 0.05% Reduce -27.9% 5,612 $459K
Werba Rubin Papier Wealth Management 0.10% No change 5,576 $456K
Forza Wealth Management, LLC 0.20% No change 5,542 $453K
TCV Trust & Wealth Management, Inc. 0.04% No change 5,530 $452K
Darrow Company, Inc. 0.25% Add +69.9% 5,529 $452K
Collaborative Wealth Managment Inc. 0.21% Reduce -20.9% 5,504 $450K
Empower Advisory Group, LLC 0.00% Reduce -1.9% 5,485 $448K
180 Wealth Advisors, LLC 0.07% Reduce -4.3% 5,469 $447K
Plotkin Financial Advisors, LLC 0.27% Reduce -12.5% 5,392 $441K
Freestone Capital Holdings, LLC 0.02% Reduce -34.7% 5,375 $439K
Stablepoint Partners, LLC 0.08% Reduce -1.8% 5,350 $437K
Financial Network Wealth Advisors LLC 0.57% Add +26.2% 5,315 $435K
Beaumont Financial Advisors, LLC 0.03% Add +0.4% 5,305 $434K
Fiduciary Alliance LLC 0.04% Add +3.3% 5,292 $433K
Wiser Advisor Group LLC 0.63% Reduce -17.6% 5,234 $428K
CoreCap Advisors, LLC 0.02% Reduce -27.3% 5,226 $427K
Meriwether Wealth & Planning, LLC 0.28% Reduce -4.9% 5,223 $427K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,218 $427K
Uptick Partners, LLC 0.14% Add +4.1% 5,206 $426K
OMNI 360 Wealth, Inc. 0.28% Reduce -47.7% 5,202 $425K
TD Waterhouse Canada Inc. 0.00% Reduce -21.4% 5,188 $423K
Oxinas Partners, LLC 0.25% Reduce -7.6% 5,112 $418K
Vaughan Nelson Investment Management, L.P. 0.00% Add +2.8% 5,050 $413K
Sage Investment Counsel LLC 0.52% New 5,005 $409K
Culbertson A N & Co. Inc. 0.07% Add +16.8% 5,000 $409K
Community Financial Services Group, LLC 0.09% Reduce -17.4% 4,902 $401K
Narus Financial Partners, LLC 0.13% Reduce -1.7% 4,804 $393K
AE Wealth Management LLC 0.00% Reduce -24.7% 4,798 $392K
HSBC Holdings PLC 0.00% Add +16.4% 4,790 $392K
Uncommon Cents Investing LLC 0.11% Add +5.5% 4,765 $390K
Wallace Advisory Group, LLC 0.27% Add +11.5% 4,835 $388K
Schmidt P J Investment Management Inc. 0.07% Reduce -35.6% 4,744 $388K
Coppell Advisory Solutions LLC 0.05% Add +101.3% 4,733 $387K
Guardian Wealth Advisors, LLC / NC 0.03% New 4,734 $387K
Ameliora Wealth Management Ltd. 0.15% No change 4,727 $386K
Merkkuri Wealth Advisors LLC 0.33% Add +0.7% 4,711 $385K
Bristlecone Advisors, LLC 0.03% Add +0.7% 4,711 $385K
Sawyer & Company, Inc 0.16% Add +0.8% 4,708 $385K
Summit Global Investments 0.03% Reduce -0.9% 4,625 $378K
Occidental Asset Management, LLC 0.06% Add +0.5% 4,564 $373K
TT Capital Management LLC 0.31% No change 4,557 $373K
Zhang Financial LLC 0.02% Reduce -0.8% 4,537 $371K
SBI Securities Co., Ltd. 0.01% Add +13.3% 4,521 $370K
Prosperity Consulting Group, LLC 0.03% Reduce -4.7% 4,511 $369K
Capital Investment Advisors, LLC 0.01% Add +36.3% 4,508 $369K
Kingswood Wealth Advisors, LLC 0.03% Reduce -15.7% 4,447 $364K
Fifth Third Bancorp 0.00% Add +123.7% 4,442 $363K
Performance Wealth Partners, LLC 0.01% Add +12.8% 4,395 $359K
Bellecapital International Ltd. 0.07% New 4,393 $359K
Greenwood Capital Associates LLC 0.05% No change 4,386 $359K
TD Capital Management LLC 0.04% Add +7.0% 4,385 $359K
Bedel Financial Consulting, Inc. 0.05% Add +0.9% 4,421 $358K
Smith Anglin Financial, LLC 0.04% Reduce -60.5% 4,367 $357K
Mason Investment Advisory Services, Inc. 0.02% Add +0.6% 4,357 $356K
Evanson Asset Management, LLC 0.03% Add +0.3% 4,350 $356K
Disciplined Investors, L.L.C. 0.32% Add +0.2% 4,344 $355K
Laraway Financial Advisors Inc 0.28% No change 4,298 $351K
Hayek Kallen Investment Management 0.13% New 4,273 $349K
SMI Advisory Services, LLC 0.08% Reduce -96.4% 4,330 $349K
Praetorian Wealth Management, Inc. 0.09% Add +2.9% 4,264 $349K
Wells Financial Advisors INC 0.48% Add +17.5% 4,256 $348K
SeaCrest Wealth Management, LLC 0.04% Add +11.0% 4,248 $347K
Obermeyer Wealth Partners 0.02% Reduce -0.7% 4,246 $347K
Concorde Asset Management, LLC 0.19% Add +3.0% 4,271 $347K
Kovack Advisors, Inc. 0.04% Add +5.7% 4,241 $347K
Advisor OS, LLC 0.04% New 4,233 $346K
FSB Premier Wealth Management, Inc. 0.13% Add +1.1% 4,213 $344K
Centaurus Financial, Inc. 0.02% Reduce -12.0% 4,169 $341K
M&T Bank Corp 0.00% Reduce -6.7% 4,168 $341K
McGinn Penninger Investment Management, Inc. 0.22% New 4,130 $338K
Baskin Financial Services Inc. 0.03% New 4,123 $337K
Warwick Investment Management, Inc. 0.07% Add +0.7% 4,121 $337K
Bokf, NA 0.01% No change 4,119 $337K
Raab & Moskowitz Asset Management LLC 0.08% No change 4,115 $336K
Stephens Group Asset Management, LLC 0.03% Reduce -66.9% 4,113 $336K
Regions Financial Corp. 0.00% Add +8.0% 4,113 $336K
Lutz Financial Services LLC 0.03% No change 4,084 $334K
Lake Street Private Wealth, LLC 0.05% Reduce -0.6% 4,072 $333K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 4,069 $332K
Boston Trust Walden Corp 0.00% Reduce -30.7% 4,060 $332K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.7% 4,057 $332K
Pinnacle Financial Group, LLC / IL 0.12% Add +1.7% 4,056 $332K
Cedar Point Capital Partners, LLC 0.22% Add +12.5% 4,038 $330K
Grey Fox Wealth Advisors, LLC 0.09% New 4,035 $330K
Maripau Wealth Management LLC 0.19% Reduce -7.4% 4,025 $329K
Ceeto Capital Group, LLC 0.12% No change 4,000 $328K
Roger Wittlin Investment Advisory, LLC 0.19% Add +0.7% 4,008 $328K
Benchmark Wealth Management, LLC 0.16% No change 4,006 $328K
Charter Oak Capital Management, LLC 0.03% Add +1.0% 3,980 $325K
Chapin Davis, Inc. 0.11% Reduce -0.1% 3,957 $324K
Symmetry Partners, LLC 0.04% New 3,931 $321K
Texas Yale Capital Corp. 0.01% Add +0.9% 3,849 $315K
HC Advisors, LLC 0.23% New 3,828 $313K
Strategic Financial Concepts, LLC 0.06% Add +18.6% 3,826 $313K
Caitlin John, LLC 0.30% Add +0.3% 3,800 $311K
SeaBridge Investment Advisors LLC 0.07% No change 3,769 $308K
Security National Bank 0.06% No change 3,750 $307K
Davidson Investment Advisors 0.02% No change 3,750 $307K
Parkside Financial Bank & Trust 0.04% Add +0.7% 3,689 $302K
Hanover Advisors Inc. 0.13% Add +7.2% 3,667 $300K
IHT Wealth Management, LLC 0.01% Reduce -51.4% 3,659 $299K
Focus Financial Network, Inc. 0.01% Reduce -2.0% 3,647 $298K
RPS Advisory Solutions LLC 0.21% No change 3,609 $295K
Silver Oak Securities, Incorporated 0.03% Add +8.1% 3,608 $295K
Frank, Rimerman Advisors LLC 0.02% No change 3,601 $294K
Breed's Hill Capital LLC 0.16% No change 3,600 $294K
Total Clarity Wealth Management, Inc. 0.10% No change 3,649 $293K
Swmg, LLC 0.12% Add +17.4% 3,588 $292K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.7% 3,573 $292K
Mustard Seed Financial, LLC 0.23% Add +0.4% 3,561 $291K
JFS Wealth Advisors, LLC 0.02% No change 3,543 $290K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $288K
Continuum Advisory, LLC 0.04% Add +4.8% 3,500 $286K
Horizon Investments, LLC 0.01% Reduce -38.9% 3,521 $286K
Valued Retirements, Inc. 0.37% Reduce -8.1% 3,441 $281K
Childress Capital Advisors, LLC 0.08% New 3,439 $281K
Northstar Financial Companies, Inc. 0.30% Reduce -2.7% 3,426 $280K
BCS Wealth Management 0.07% Add +0.3% 3,427 $280K
Powell Investment Advisors, LLC 0.14% Reduce -31.9% 3,420 $280K
Objectivity Squared, LLC 0.23% Reduce -27.0% 3,506 $279K
Magnolia Capital Advisors LLC 0.08% Add +1.2% 3,402 $278K
UMB Bank, n.a. 0.00% Reduce -5.6% 3,395 $278K
Squarepoint Ops LLC 0.00% New 3,382 $277K
Middleton & Co. Inc. 0.03% New 3,375 $276K
Simplicity Wealth,LLC 0.02% New 3,368 $275K
YANKCOM Partnership 0.15% Add +3265.0% 3,365 $275K
Redmont Wealth Advisors LLC 0.53% Reduce -6.1% 3,328 $272K
XTX Topco Ltd 0.01% Reduce -62.3% 3,306 $270K
Brass Tax Wealth Management, Inc. 0.06% Reduce -3.9% 3,288 $269K
Kanawha Capital Management LLC 0.02% No change 3,274 $268K
GTS Securities LLC 0.01% Reduce -10.0% 3,274 $268K
Raffa Wealth Management, LLC 0.06% Add +0.1% 3,269 $267K
Texas Bank & Trust Co 0.11% Add +3.9% 3,237 $265K
Breakwater Investment Management 0.11% Add +0.9% 3,227 $264K
Csenge Advisory Group 0.01% Reduce -1.3% 3,259 $263K
Sax Wealth Advisors, LLC 0.02% Add +2.2% 3,200 $262K
Franklin Resources Inc. 0.00% Add +7.2% 3,198 $261K
GWN Securities Inc. 0.01% New 3,185 $261K
Moneta Group Investment Advisors LLC 0.00% Reduce -70.3% 3,187 $261K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 3,155 $258K
Howard Wealth Management, LLC 0.14% Reduce -2.6% 3,140 $257K
Anson Capital, Inc. 0.22% Add +0.7% 3,126 $256K
Lynx Investment Advisory 0.17% Reduce -14.8% 3,125 $255K
Rothschild Wealth LLC 0.07% Add +0.3% 3,098 $253K
Ti-Trust, Inc. 0.17% Add +4.2% 3,091 $253K
Ausdal Financial Partners, Inc. 0.02% Reduce -26.6% 3,070 $251K
Pinkerton Wealth, LLC 0.03% New 3,069 $251K
Integrity Wealth Solutions LLC 0.13% Add +0.7% 3,009 $246K
Sound Income Strategies, LLC 0.01% Add +464.7% 3,004 $246K
Nilsine Partners, LLC 0.03% Reduce -0.3% 2,992 $245K
Aveo Capital Partners, LLC 0.04% Reduce -57.5% 2,986 $242K
Ieq Capital, LLC 0.00% New 2,952 $241K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -0.5% 2,942 $241K
Callahan Advisors, LLC 0.02% Reduce -3.2% 2,939 $240K
First Hawaiian Bank 0.04% Reduce -15.0% 2,932 $240K
RFG Advisory, LLC 0.01% Add +13.4% 2,922 $239K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 2,918 $239K
Creekside Partners 0.12% Add +0.7% 2,912 $238K
Cardinal Point Capital Management ULC 0.02% New 2,911 $238K
Minot DeBlois Advisors LLC 0.24% Add +114.8% 2,900 $237K
McAdam, LLC 0.01% New 2,893 $237K
Precedent Wealth Partners, LLC 0.07% New 2,876 $235K
Debussy Capital Management LP 0.04% Add +0.2% 2,869 $235K
Berger Financial Group, Inc 0.02% Add +4.9% 2,836 $232K
Hamilton Capital, LLC 0.01% New 2,823 $231K
Pinnacle Bancorp, Inc. 0.08% No change 2,819 $230K
Lifeworks Advisors, LLC 0.04% Reduce -72.5% 2,794 $228K
Matauro, LLC 0.05% Reduce -13.8% 2,786 $228K
Whitaker-Myers Wealth Managers, LTD. 0.06% Add +0.0% 2,785 $228K
Bar Harbor Wealth Management 0.01% No change 2,761 $226K
Calton & Associates, Inc. 0.05% New 2,745 $224K
Wedmont Private Capital 0.01% New 2,809 $223K
Tiaa Trust, National Association 0.00% New 2,721 $222K
Tyche Wealth Partners LLC 0.05% Reduce -6.9% 2,707 $221K
WealthShield Partners, LLC 0.03% Add +88.6% 2,702 $221K
NorthLanding Financial Partners, LLC 0.21% New 2,673 $219K
Wealth Dimensions Group, Ltd. 0.05% Reduce -33.7% 2,668 $218K
Sunburst Financial Group, LLC 0.05% Reduce -17.7% 2,641 $216K
Security Financial Services, INC. 0.04% Reduce -6.4% 2,636 $216K
Newport Capital Group, LLC 0.15% New 2,627 $215K
Wescott Financial Advisory Group, LLC 0.02% Reduce -6.8% 2,617 $214K
Ninety One UK Ltd 0.00% No change 2,610 $213K
Seaview Investment Managers LLC 0.05% New 2,608 $213K
Mendel Capital Management LLC 0.13% No change 2,602 $213K
Federation des caisses Desjardins du Quebec 0.00% Reduce -16.8% 2,593 $212K
TigerOak Management, L.L.C. 0.08% No change 2,578 $211K
Godsey & Gibb, Inc. 0.02% Add +45.9% 2,539 $208K
17 Capital Partners, LLC 0.13% New 2,523 $206K
Vision Financial Markets LLC 0.22% Add +0.5% 2,512 $205K
Elios Financial Group Inc. 0.10% Add +0.7% 2,510 $205K
ProVise Management Group, LLC 0.02% Reduce -1.6% 2,507 $205K
Allen Capital Group, LLC 0.02% New 2,465 $202K
Nottingham Advisors, Inc. 0.03% Reduce -51.1% 2,455 $201K
Valley Forge Investment Consultants Inc. Adv 0.07% New 2,453 $201K
Armstrong Advisory Group, Inc. 0.02% No change 2,406 $193K
Barrett & Company, Inc. 0.08% Reduce -19.1% 2,307 $189K
N.E.W. Advisory Services LLC 0.01% New 2,304 $188K
Front Row Advisors LLC 0.07% No change 2,211 $181K
Creekmur Asset Management LLC 0.04% Add +548.3% 2,146 $175K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -3.6% 2,051 $168K
Urban Financial Advisory Corp 0.09% Add +0.7% 1,931 $158K
Golden State Wealth Management, LLC 0.02% Reduce -2.5% 1,913 $156K
Ridgewood Investments LLC 0.07% No change 1,891 $155K
Eastern Bank 0.00% Reduce -2.6% 1,880 $154K
Sage Mountain Advisors LLC 0.01% No change 1,846 $151K
Hills Bank & Trust Co 0.01% Reduce -2.9% 1,822 $149K
Vermillion Wealth Management, Inc. 0.04% Reduce -3.7% 1,697 $139K
Larson Financial Group LLC 0.01% Reduce -10.3% 1,693 $138K
McIlrath & Eck, LLC 0.02% Add +859.3% 1,650 $135K
Tucker Asset Management LLC 0.04% Reduce -3.8% 1,649 $135K
Coastline Trust Co 0.02% Add +33.9% 1,628 $133K
JNBA Financial Advisors 0.01% Add +0.4% 1,623 $133K
Truvestments Capital LLC 0.03% Add +385.9% 1,623 $133K
Elequin Capital, LP 0.03% New 1,605 $131K
Investors Research Corp 0.03% Reduce -0.4% 1,597 $131K
Clearstead Advisors, LLC 0.00% Add +0.8% 1,474 $120K
HM Payson & Co. 0.00% New 1,420 $116K
Pillar Financial Advisors, LLC 0.09% No change 1,400 $114K
Sachetta, LLC 0.05% No change 1,388 $113K
Community Bank, N.A. 0.01% No change 1,334 $109K
First PREMIER Bank 0.03% Reduce -51.5% 1,327 $108K
S.A. Mason LLC 0.06% No change 1,310 $107K
Capital Investment Advisory Services, LLC 0.01% Add +20.9% 1,262 $103K
SVB Wealth LLC 0.00% New 1,262 $103K
Bogart Wealth, LLC 0.00% Add +17.7% 1,258 $103K
Garde Capital, Inc. 0.01% New 1,242 $102K
Synergy Investment Management, LLC 0.04% No change 1,234 $101K
Signaturefd, LLC 0.00% Reduce -11.2% 1,213 $99K
MorganRosel Wealth Management, LLC 0.03% New 1,150 $94K
GPS Wealth Strategies Group, LLC 0.01% Add +18.9% 1,150 $94K
Ogorek Anthony Joseph /NY/ 0.03% Reduce -1.3% 1,132 $92K
Eukles Asset Management 0.04% No change 1,103 $90K
Financial Connections Group, Inc. 0.04% Add +5.2% 1,078 $88K
Trust Co. of Vermont 0.00% Reduce -57.3% 1,045 $85K
Graney & King, LLC 0.06% Reduce -84.8% 1,043 $85K
Robinswood Financial LLC 0.03% Add +0.6% 1,031 $84K
Parkworth Wealth Management, Inc. 0.07% Add +0.7% 1,029 $84K
Bernard Wealth Management Corp. 0.04% No change 967 $79K
Colonial Trust Co / SC 0.01% Reduce -2.0% 915 $75K
Delta Asset Management LLC 0.01% No change 901 $74K
AdvisorNet Financial, Inc 0.01% Add +112.3% 894 $73K
Cullen/Frost Bankers, Inc. 0.00% Add +270.6% 845 $69K
Consultiva Wealth Management, Corp. 0.23% No change 832 $68K
Smallwood Wealth Investment Management, LLC 0.04% New 822 $67K
Proffitt & Goodson Inc. 0.01% New 760 $62K
Anchor Investment Management, LLC 0.01% Add +0.3% 758 $62K
Rothschild Investment LLC 0.00% Reduce -38.0% 750 $61K
Richardson Financial Services Inc. 0.05% Reduce -20.6% 740 $61K
Fairway Wealth LLC 0.02% No change 740 $61K
Cornerstone Planning Group LLC 0.01% Add +1187.9% 747 $60K
Hantz Financial Services, Inc. 0.00% Add +1.0% 729 $60K
Chilton Capital Management LLC 0.00% Reduce -1.0% 700 $57K
Ancora Advisors LLC 0.00% Reduce -83.6% 677 $55K
Piscataqua Savings Bank 0.05% No change 644 $53K
Rossby Financial, LCC 0.02% New 638 $52K
MCF Advisors LLC 0.00% Reduce -1.7% 630 $52K
Founders Financial Alliance, LLC 0.01% Add +16.3% 615 $50K
Whipplewood Advisors, LLC 0.03% New 914 $50K
Anderson Financial Strategies, LLC 0.03% New 605 $49K
Hughes Financial Services, LLC 0.01% New 595 $49K
LRI Investments, LLC 0.00% New 587 $48K
AlphaCore Capital LLC 0.00% New 553 $45K
Turim 21 Investimentos Ltda. 0.01% Reduce -74.5% 521 $43K
Coldstream Capital Management Inc. 0.00% New 511 $42K
Kiker Wealth Management, LLC 0.03% New 487 $40K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $38K
Noble Wealth Management PBC 0.03% New 463 $38K
Reyes Financial Architecture, Inc. 0.03% No change 459 $38K
Allianz SE 0.00% Reduce -71.8% 430 $35K
Salem Investment Counselors Inc. 0.00% Reduce -23.4% 425 $35K
Brown Brothers Harriman & Co. 0.00% New 423 $35K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -24.8% 401 $33K
Centennial Bank 0.02% New 400 $33K
Archer Investment Corp 0.01% Add +0.3% 400 $33K
Mascoma Wealth Management LLC 0.01% No change 397 $32K
Transce3nd, LLC 0.01% Reduce -11.7% 385 $31K
NorthRock Partners, LLC 0.00% Add +54.1% 376 $31K
Harbor Investment Advisory, LLC 0.00% No change 373 $30K
Nvwm, LLC 0.01% Reduce -26.1% 369 $30K
Glen Eagle Advisors, LLC 0.00% Add +19.0% 363 $30K
Physician Wealth Advisors, Inc. 0.01% No change 358 $29K
Anfield Capital Management, LLC 0.01% New 351 $29K
Indiana Trust & Investment Management Co 0.01% Reduce -2.5% 350 $29K
Simplex Trading, LLC 0.00% Reduce -52.7% 351 $28K
Mattson Financial Services, LLC 0.01% New 337 $28K
Richards, Merrill & Peterson, Inc. 0.01% Add +2.5% 325 $27K
Caldwell Trust Co 0.00% No change 303 $25K
WASHINGTON TRUST Co 0.00% No change 300 $25K
Fortitude Family Office, LLC 0.01% Add +0.7% 296 $24K
Wayfinding Financial, LLC 0.01% New 303 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $22K
TruNorth Capital Management, LLC 0.01% No change 270 $22K
Financial Gravity Asset Management, Inc. 0.00% — 253 $21K
Opal Wealth Advisors, LLC 0.01% New 252 $21K
Keystone Financial Group, Inc. 0.01% Add +1.6% 247 $20K
Costello Asset Management, INC 0.01% New 224 $18K
2UniFi Bank 0.01% No change 221 $18K
Pineridge Advisors LLC 0.01% Reduce -40.0% 221 $18K
Raelipskie Partnership 0.01% No change 215 $18K
Colony Family Offices, LLC 0.01% No change 198 $16K
von Borstel & Associates, Inc. 0.00% New 201 $16K
Cranbrook Wealth Management, LLC 0.00% No change 174 $14K
Farmers & Merchants Investments Inc. 0.00% No change 172 $14K
Tompkins Financial Corp. 0.00% Add +21.7% 168 $14K
Tidemark, LLC 0.00% No change 162 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
GAMMA Investing LLC 0.00% Reduce -77.0% 159 $13K
Hoese & Co LLP 0.01% No change 158 $13K
MPWM Advisory Solutions, LLC 0.01% Add +0.6% 158 $13K
Stephens Consulting, LLC 0.00% No change 155 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
American National Bank & Trust 0.00% No change 142 $12K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Citizens National Bank Trust Department 0.00% New 125 $10K
Ascentis Wealth Management, LLC 0.00% Add +284.4% 123 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Ameriflex Group, Inc. 0.00% Reduce -97.9% 107 $9K
Strategic Investment Solutions, Inc. 0.00% New 101 $8K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
Roble, Belko & Company, Inc 0.00% No change 100 $8K
Mendota Financial Group, LLC 0.01% No change 97 $8K
Aventura Private Wealth, LLC 0.00% No change 95 $8K
Trust Co 0.00% New 93 $8K
ORG Partners LLC 0.00% Reduce -1.1% 90 $7K
Cape Investment Advisory, Inc. 0.00% No change 89 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
FSA Wealth Management LLC 0.00% No change 26 $7K
Cary Street Partners Investment Advisory LLC 0.00% Add +93.0% 83 $7K
SIMA Wealth Partners, LLC 0.01% Reduce -76.7% 75 $6K
Centricity Wealth Management, LLC 0.01% No change 73 $6K
Tower Research Capital LLC (TRC) 0.00% New 65 $5K
EPG Wealth Management LLC 0.00% No change 62 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Bangor Savings Bank 0.00% Reduce -3.5% 55 $4K
Medallion Wealth Advisors, LLC 0.00% No change 52 $4K
O'shaughnessy Asset Management, LLC 0.00% Reduce -59.1% 52 $4K
Pandora Wealth, Inc. 0.00% — 50 $4K
Prudent Man Investment Management, Inc. 0.00% No change 49 $4K
Bellwether Advisors, LLC 0.00% No change 46 $4K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Curio Wealth, LLC 0.00% Reduce -97.0% 1 $3K
WFA Asset Management Corp 0.00% New 30 $2K
Wood Tarver Financial Group, LLC 0.00% Reduce -80.6% 26 $2K
Asset Dedication, LLC 0.00% No change 26 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Legacy Wealth Managment, LLC 0.00% No change 18 $1K
Mather Group, Llc. 0.00% New 17 $1K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
CKW Financial Group 0.00% New 8 $1K
Salomon & Ludwin, LLC 0.00% No change 11 $899
Barclays PLC 0.00% New 10 $818
Bell Investment Advisors, Inc 0.00% Reduce -88.6% 8 $632
Signature Resources Capital Management, LLC 0.00% No change 6 $491
Caldwell Sutter Capital, Inc. 0.00% No change 5 $409
Dunhill Financial, LLC 0.00% New 6 $299
Inlight Wealth Management, LLC 0.00% New 2 $164
Darwin Wealth Management, LLC 0.00% No change 1 $130
Pension & Wealth Management Advisors, Inc. 0.00% No change 1 $127
Brooklyn Investment Group 0.00% Reduce -97.4% 1 $82
Sunbelt Securities, Inc. 0.00% No change 1 $77

"% of holder's portfolio" is VCIT's weight in each manager's 13F, not the share of Vanguard Int-Term Corporate the manager owns.