Vanguard Int-Term CorporateVCITETF

13F holders, Q2 2025 (June 30)
1,197holders +13
81new positions
71sold out
6famous investors
$82.91avg. 13F price*

At the end of Q2 2025, 1,197 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 13 from Q1 2025. 81 opened new positions and 71 sold out. The largest holders were Fisher Asset Management ($8.5B), Bank of America Corp. ($6.3B) and JPMorgan Chase & Co. ($4.6B). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$286.8M
Exits71$200.9M

All 13F filers, Q1 2025 → Q2 2025: 33,054,892 shares bought and 22,327,675 shares sold, net +10,727,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,197 holders

Fisher Asset Management 3.37% Add +5.0% 102,253,864 $8.5B
Bank of America Corp. 0.51% Add +0.9% 76,387,371 $6.3B
JPMorgan Chase & Co. 0.32% Add +6.6% 55,312,304 $4.6B
Creative Planning 1.81% Add +2.0% 25,511,256 $2.1B
Morgan Stanley 0.10% Add +16.7% 17,810,525 $1.5B
Prudential PLC 6.48% Reduce -19.4% 12,789,164 $1.1B
Royal Bank of Canada 0.20% Add +5.7% 12,123,900 $1.0B
Envestnet Asset Management Inc. 0.24% Reduce -12.4% 10,086,376 $836.4M
LPL Financial LLC 0.27% Add +3.7% 9,699,317 $804.3M
Wells Fargo & Company 0.17% Add +4.7% 9,153,498 $759.0M
Ameriprise Financial Inc. 0.17% Reduce -18.2% 8,207,662 $680.4M
Goldman Sachs Group Inc. 0.10% Reduce -30.6% 7,818,982 $648.4M
Japan Science & Technology Agency 8.78% Reduce -8.0% 6,670,000 $553.1M
Wealthfront Advisers LLC 1.04% Add +69.4% 4,871,726 $404.0M
D. E. Shaw & Co. 0.39% Add +3.6% 4,445,288 $368.6M
Nepc LLC 9.28% Add +2.9% 4,423,287 $366.8M
Raymond James Financial Inc. 0.12% Reduce -1.7% 4,189,283 $347.4M
PNC Financial Services Group, Inc. 0.21% Add +1.9% 3,899,335 $323.3M
Baird Financial Group, Inc. 0.56% Add +18.2% 3,869,651 $320.9M
UBS Group AG 0.06% Add +1.3% 3,612,286 $299.5M
Barclays PLC 0.10% Add +29064220.0% 2,906,432 $241.0M
Varma Mutual Pension Insurance Co 1.65% No change 2,700,000 $223.9M
State of Tennessee, Department of Treasury 0.79% Add +2.4% 2,649,104 $219.7M
Commonwealth Equity Services, LLC 0.25% Add +30.9% 2,241,726 $185.9M
Blue Trust, Inc. 2.10% Reduce -1.4% 2,144,773 $177.8M
Corient Private Wealth LP 0.22% Reduce -3.1% 1,957,872 $162.3M
Bank of New York Mellon Corp 0.03% Add +0.2% 1,821,383 $151.0M
First Interstate Bank 8.50% Reduce -13.6% 1,744,398 $144.6M
BlackRock, Inc. 0.00% Add +3.3% 1,625,025 $134.7M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $133.7M
Facet Wealth, Inc. 2.82% Add +9.8% 1,502,091 $124.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.42% Add +3.1% 1,288,855 $106.9M
Sona Asset Management (us) LLC 7.86% Add +127.3% 1,250,000 $103.7M
Focus Partners Wealth 0.22% Add +4.9% 1,242,835 $103.1M
Manufacturers Life Insurance Company, The 0.09% Reduce -6.2% 1,225,849 $101.6M
Constellation Investments, Inc. 4.66% Add +94.4% 1,215,000 $100.7M
Assetmark, Inc. 0.23% Add +7.6% 1,189,740 $98.7M
Janney Montgomery Scott LLC 0.24% Reduce -11.7% 1,100,663 $91.3M
Aozora Bank, LTD. 93.22% No change 1,090,000 $90.4M
HighTower Advisors, LLC 0.11% Reduce -1.5% 1,050,520 $87.1M
Legacy Edge Advisors, LLC 11.56% Reduce -0.8% 1,043,633 $86.5M
Capital Advantage, Inc. 13.60% Reduce -5.9% 1,035,452 $85.9M
Truist Financial Corp. 0.13% Add +2.9% 1,028,036 $85.2M
Equitable Holdings, Inc. 0.70% Add +6.0% 1,024,838 $85.0M
Rebalance, LLC 5.45% Add +1.7% 968,044 $80.3M
Sequoia Financial Advisors, LLC 0.50% Add +17.3% 884,368 $73.3M
Robertson Stephens Wealth Management, LLC 2.54% Add +4.1% 883,638 $73.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +3.0% 881,200 $72.8M
National Bank of Canada 0.08% Add +1249.1% 865,566 $71.8M
Mather Group, Llc. 0.77% Add +5086135.3% 864,660 $71.7M
Davidson Capital Management Inc. 17.07% Reduce -5.1% 857,192 $71.1M
Busey Bank 2.07% Add +0.8% 819,644 $68.0M
Strategic Financial Services, Inc. 3.61% Add +0.8% 809,113 $67.1M
Cetera Investment Advisers 0.11% Reduce -1.9% 807,179 $66.9M
American Century Companies Inc. 0.04% Add +6.0% 785,000 $65.1M
1832 Asset Management L.P. 0.11% Add +3.2% 757,648 $62.8M
Patriot Investment Management Group, Inc. 4.32% Add +0.3% 751,904 $62.3M
Brevan Howard Capital Management LP 0.69% New 750,000 $62.0M
Cape Cod Five Cents Savings Bank 5.51% No change 718,432 $60.2M
Bridgewater Advisors Inc. 4.57% Add +13.0% 724,957 $60.0M
Benjamin Edwards Inc. 0.75% Add +0.3% 707,734 $58.7M
Keybank National Association 0.22% Reduce -1.6% 704,638 $58.4M
Scotia Capital Inc. 0.27% Add +17.2% 682,891 $56.6M
Verition Fund Management LLC 0.34% New 675,000 $56.0M
American Family Investments, Inc. 3.05% No change 673,619 $55.9M
Venturi Wealth Management, LLC 2.74% Add +11596.4% 668,447 $55.4M
RiverFront Investment Group, LLC 1.04% Reduce -56.8% 645,305 $53.5M
Flputnam Investment Management Co. 0.91% Add +5.7% 636,783 $52.8M
WestEnd Advisors, LLC 1.28% Reduce -8.5% 622,997 $51.7M
Bartlett & Co. Wealth Management LLC 0.72% Add +0.3% 620,943 $51.5M
Bank of Nova Scotia 0.11% New 618,289 $51.3M
Dodds Wealth, LLC 13.44% Add +4.6% 604,614 $50.1M
Mirae Asset Global Investments Co., Ltd. 0.17% Reduce -4.6% 600,441 $49.8M
Essex LLC 9.63% Reduce -1.1% 589,938 $48.9M
GDS Wealth Management 3.44% Reduce -2.3% 568,777 $47.2M
Evergreen Advisors, LLC 12.40% Reduce -1.3% 564,549 $46.8M
Osaic Holdings, Inc. 0.08% Add +39.0% 564,713 $46.7M
Arkos Global Advisors 6.44% Reduce -5.1% 559,321 $46.4M
Financial Advisory Partners, LLC 14.51% Add +6.8% 556,627 $46.2M
Fiducient Advisors LLC 5.56% Add +10.9% 547,368 $45.4M
Stifel Financial Corp. 0.04% Add +0.8% 544,570 $45.2M
&partners 0.34% Add +16.7% 538,328 $44.7M
Brandywine Oak Private Wealth LLC 4.01% Add +1.2% 522,566 $43.3M
Cambridge Investment Research Advisors, Inc. 0.13% Add +6.1% 521,060 $43.2M
Hanson & Doremus Investment Management 5.76% Add +4.6% 519,224 $43.1M
Bank of Montreal 0.02% Add +5.4% 517,493 $42.9M
Arista Wealth Management, LLC 5.89% Add +1.8% 513,048 $42.5M
Advisory Alpha, LLC 1.31% Add +11.2% 507,613 $42.1M
Private Advisor Group, LLC 0.23% Add +17.1% 505,506 $41.9M
DecisionPoint Financial, LLC 10.59% Add +3.4% 502,241 $41.5M
Hudock, Inc. 6.38% Reduce -0.0% 478,495 $39.7M
Stonebridge Capital Advisors LLC 2.98% Add +6.6% 473,116 $39.2M
Waverly Advisors, LLC 0.42% Add +0.7% 456,178 $37.8M
Howe & Rusling Inc. 2.77% Reduce -15.5% 451,523 $37.4M
Focused Wealth Management, Inc 4.56% Add +5.0% 450,547 $37.4M
Bishop & Co Investment Management, LLC 13.36% Reduce -6.6% 448,335 $37.2M
Newton One Investments LLC 11.63% Reduce -0.1% 445,662 $37.0M
MilWealth Group LLC 9.50% Reduce -0.0% 444,855 $36.9M
Jones Financial Companies LLLP 0.03% Add +27.0% 446,337 $36.9M
Alliancebernstein L.P. 0.01% Reduce -0.3% 441,426 $36.6M
Tidal Investments LLC 0.24% Add +36.6% 436,177 $36.0M
NewEdge Advisors, LLC 0.18% Reduce -1.1% 426,261 $35.3M
Allen Investment Management, LLC 0.38% Reduce -0.8% 420,870 $34.9M
Cypress Financial Planning LLC 11.27% Add +4.1% 413,772 $34.3M
Cwm, LLC 0.12% Add +15.3% 405,371 $33.6M
Steele Capital Management, Inc. 1.60% Add +0.9% 401,929 $33.3M
Citigroup Inc. 0.02% Reduce -12.2% 392,314 $32.5M
Hilton Capital Management, LLC 2.56% Add +2.3% 386,654 $32.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $31.9M
Mariner, LLC 0.05% Add +8.7% 383,544 $31.8M
Renaissance Technologies 0.04% New 376,900 $31.3M
CWA Asset Management Group, LLC 1.32% Add +16.4% 376,436 $31.2M
Capital Advisors Wealth Management, LLC 4.90% Reduce -0.5% 375,744 $31.2M
Marion Wealth Management 7.68% Reduce -0.1% 369,902 $30.7M
Lebenthal Global Advisors, LLC 5.73% Reduce -8.2% 369,820 $30.7M
Full Sail Capital, LLC 1.75% Add +3.9% 366,243 $30.4M
Bessemer Group Inc. 0.05% Reduce -5.6% 365,666 $30.3M
Badgley Phelps Wealth Managers, LLC 0.67% Add +0.2% 362,840 $30.1M
Advisors Capital Management, LLC 0.42% Add +8.1% 362,636 $30.1M
Great Lakes Retirement, Inc. 3.54% Add +96.0% 359,995 $29.9M
Sanctuary Advisors, LLC 0.18% Add +0.7% 354,999 $29.4M
WESCAP Management Group, Inc. 6.68% Add +2.9% 354,141 $29.4M
American Financial Advisors, LLC 4.06% Add +0.5% 350,558 $29.1M
MML Investors Services, LLC 0.08% Add +0.9% 344,556 $28.6M
CBIZ Investment Advisory Services, LLC 1.20% Add +3.4% 327,764 $27.2M
Meridian Management Co. 7.34% Add +14.5% 324,579 $26.8M
Principal Financial Group Inc. 0.01% Add +20.6% 323,450 $26.8M
Wealth Enhancement Advisory Services, LLC 0.04% Add +3.5% 321,048 $26.5M
Millennium Management 0.02% Add +2712.1% 319,111 $26.5M
Penserra Capital Management LLC 0.37% Add +2.6% 318,504 $26.4M
Vise Technologies, Inc. 1.09% — 316,942 $26.3M
GenTrust, LLC 1.22% Add +3091.5% 313,339 $26.0M
Rosenberg Matthew Hamilton 6.04% Reduce -0.7% 313,298 $26.0M
1834 Investment Advisors Co. 3.25% Reduce -5.6% 309,551 $25.7M
25 LLC 9.42% Add +7.8% 309,114 $25.6M
Old National Bancorp 0.45% Add +2.8% 307,493 $25.5M
Winch Advisory Services, LLC 6.12% Add +1.8% 302,270 $25.1M
First Pacific Financial 3.69% Add +1.5% 301,908 $25.0M
Berkeley Capital Partners, LLC 6.34% Add +1.8% 301,475 $25.0M
Qube Research & Technologies Ltd 0.03% Add +67.1% 298,502 $24.8M
Concurrent Investment Advisors, LLC 0.47% Add +7.2% 294,731 $24.4M
Hassell Wealth Management, LLC 8.91% Add +7.2% 295,361 $24.4M
Avior Wealth Management, LLC 0.84% Add +6.6% 292,186 $24.2M
Pioneer Wealth Management Group 8.89% Add +5.9% 289,235 $24.0M
Pacific Capital Wealth Advisors, Inc. 4.25% Reduce -24.5% 282,011 $23.2M
Banco Santander, S.A. 0.22% Reduce -48.0% 275,036 $22.8M
Power Wealth Management LLC 8.69% Add +2.0% 272,564 $22.6M
Summit Financial, LLC 0.51% Add +101.8% 271,631 $22.5M
TD Private Client Wealth LLC 0.55% Add +9.8% 269,337 $22.3M
Parallel Advisors, LLC 0.44% Add +4.6% 267,850 $22.2M
First Financial Bankshares Inc 0.50% Add +3.2% 267,306 $22.2M
Steward Partners Investment Advisory, LLC 0.17% Reduce -43.1% 265,196 $22.0M
RKL Wealth Management LLC 1.92% Add +12.0% 263,288 $21.8M
SpringVest Wealth Management LLC 17.21% Reduce -4.7% 256,317 $21.3M
Victory Capital Management Inc. 0.01% Reduce -4.4% 250,063 $20.7M
Foundations Investment Advisors, LLC 0.32% Add +10.3% 247,837 $20.6M
Global Wealth Management Investment Advisory, Inc. 3.80% Add +8.7% 244,383 $20.3M
Southern Farm Bureau Life Insurance 2.56% No change 241,436 $20.0M
Apella Capital, LLC 0.54% Add +9.6% 243,421 $20.0M
Rockefeller Capital Management L.P. 0.04% Add +37.5% 239,168 $19.8M
M Holdings Securities, Inc. 3.36% Add +7.9% 236,466 $19.6M
CW Advisors, LLC 0.19% Add +13.8% 236,027 $19.6M
Frisco Financial Planning LLC 17.26% Add +3.8% 228,837 $19.0M
JT Stratford LLC 2.86% Add +5.1% 226,548 $18.8M
Park Avenue Securities LLC 0.17% Add +1.5% 224,705 $18.6M
Union Bancaire Privee, UBP SA 0.27% Add +16.4% 227,192 $18.6M
Ameritas Investment Partners, Inc. 0.57% Add +4.1% 217,579 $18.0M
Janus Henderson Group PLC 0.01% Reduce -26.9% 217,540 $18.0M
Alpha Cubed Investments, LLC 0.68% Reduce -2.3% 217,129 $18.0M
Modera Wealth Management, LLC 0.22% Reduce -2.5% 213,543 $17.7M
BNP Paribas Financial Markets 0.01% Add +708.0% 213,236 $17.7M
Comerica Bank 0.07% Add +0.1% 211,671 $17.6M
Crews Bank & Trust 2.75% Add +3.6% 210,885 $17.5M
Exencial Wealth Advisors, LLC 0.62% Add +1.6% 210,686 $17.5M
White Lighthouse Investment Management Inc. 2.80% Reduce -0.2% 207,699 $17.2M
Bragg Financial Advisors, Inc 0.61% Add +0.2% 207,067 $17.2M
Towerpoint Wealth, LLC 7.61% Reduce -20.9% 207,040 $17.2M
First National Trust Co 0.64% Add +2.1% 206,351 $17.1M
Florida Trust Wealth Management Co 0.52% Add +19.3% 203,043 $16.8M
Hall Capital Management Co. Inc. 7.04% Add +7.9% 200,924 $16.7M
TAGStone Capital, Inc. 6.78% Reduce -4.5% 198,243 $16.4M
GoalFusion Wealth Management, LLC 8.40% Reduce -2.1% 197,029 $16.3M
Financial Management Network Inc. 2.91% Add +32.1% 197,191 $16.3M
1 North Wealth Services LLC 6.43% Reduce -8.3% 195,340 $16.2M
West Financial Advisors, LLC 2.80% Reduce -0.9% 194,018 $16.1M
Summit Asset Management, LLC 2.60% Add +0.1% 192,260 $15.9M
Keyvantage Wealth, LLC 7.06% Reduce -0.0% 189,732 $15.7M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -25.8% 189,666 $15.7M
Prudential Financial Inc. 0.02% New 188,364 $15.6M
NewEdge Wealth, LLC 0.24% Reduce -56.6% 184,176 $15.3M
Iron Horse Wealth Management, LLC 4.49% Reduce -0.5% 183,621 $15.2M
PFG Advisors 0.70% Add +21.8% 182,557 $15.1M
Roundview Capital LLC 1.01% Add +0.9% 182,557 $15.1M
Financial Futures Ltd Liability Co. 8.07% Reduce -0.3% 181,589 $15.1M
Luminvest Wealth Management LLC 5.38% Add +1.5% 181,213 $15.0M
United Services Automobile Association 1.54% Reduce -50.3% 178,422 $14.8M
Equita Financial Network, Inc. 5.88% Reduce -4.0% 178,310 $14.8M
Principal Securities, Inc. 0.28% Add +17.7% 177,243 $14.7M
Foundation Wealth Management, LLC\PA 6.29% Add +10.1% 175,346 $14.5M
Mercer Global Advisors Inc. 0.03% Reduce -0.2% 172,846 $14.3M
Phillips Financial Management, LLC 1.04% Reduce -1.5% 172,528 $14.3M
Quaker Wealth Management, LLC 4.78% — 172,253 $14.3M
Financial Freedom, LLC 7.67% Reduce -0.8% 171,748 $14.2M
Captrust Financial Advisors 0.03% Add +37.4% 169,996 $14.1M
Topsail Wealth Management, LLC 2.56% Add +7.0% 168,589 $14.0M
Cordant, Inc. 6.72% Add +0.8% 167,975 $13.9M
Oakwell Private Wealth Management, LLC 3.18% Add +9.2% 166,505 $13.8M
Gibbs Wealth Management 2.63% Add +12.3% 164,388 $13.6M
Net Worth Advisory Group 3.01% Add +36.8% 163,643 $13.6M
St Germain D J Co. Inc. 0.58% Reduce -0.8% 163,086 $13.5M
Thrivent Financial for Lutherans 0.03% Reduce -54.2% 163,259 $13.5M
Beacon Pointe Advisors, LLC 0.14% Add +27.8% 158,510 $13.1M
Wooster Corthell Wealth Management, Inc. 2.42% Reduce -2.4% 157,618 $13.1M
Coyle Financial Counsel LLC 3.28% Add +8.2% 147,883 $12.3M
Shotwell Rutter Baer Inc 8.21% Add +3.1% 146,546 $12.1M
Atria Investments, Inc 0.14% Add +89.8% 145,378 $12.1M
Checchi Capital Advisers, LLC 0.84% Reduce -12.6% 144,979 $12.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.7% 143,451 $11.9M
Peak Financial Management, Inc. 3.37% Add +3.9% 143,086 $11.9M
Wealth Management Nebraska 1.59% Reduce -1.9% 142,541 $11.8M
Belpointe Asset Management LLC 0.49% Add +21.5% 140,652 $11.7M
Petix & Botte Co 2.84% Reduce -6.1% 139,676 $11.6M
Oak Hill Wealth Advisors, LLC 2.39% Add +5.7% 140,831 $11.5M
Causey Wealth LLC 5.91% Add +10.1% 138,536 $11.5M
FLC Capital Advisors 2.37% Add +20.8% 138,164 $11.5M
Crabel Capital Management, LLC 6.98% Add +109.0% 137,497 $11.4M
Seaside Wealth Management, Inc. 3.61% Add +1.8% 136,955 $11.4M
Trek Financial, LLC 0.75% Add +68.1% 135,501 $11.2M
BNP Paribas 0.36% Reduce -59.3% 134,712 $11.2M
Avantax Advisory Services, Inc. 0.06% Add +12.3% 132,725 $11.0M
Asset Planning Corporation 5.76% Add +80.7% 130,612 $10.8M
Marshall & Sterling Wealth Advisors Inc. 7.33% Add +15.1% 130,773 $10.8M
Cantor Fitzgerald Investment Advisors L.P. 0.76% Reduce -4.3% 130,470 $10.8M
MassMutual Private Wealth & Trust, FSB 0.29% Add +3.6% 129,398 $10.7M
NorthCrest Asset Manangement, LLC 0.29% Reduce -1.6% 128,922 $10.6M
Gunma Bank,Ltd. 3.41% No change 126,000 $10.4M
Sagace Wealth Management LLC 7.78% Add +0.4% 125,575 $10.4M
Global Retirement Partners, LLC 0.26% — 124,260 $10.3M
Revisor Wealth Management LLC 3.69% Add +13.0% 124,265 $10.2M
Morton Brown Family Wealth, LLC 3.07% Add +4.8% 121,563 $10.1M
Atria Wealth Solutions, Inc. 0.23% Reduce -30.2% 120,541 $10.0M
Oppenheimer & Co. Inc. 0.13% Add +12.9% 120,109 $10.0M
Hurlow Wealth Management Group, Inc. 2.81% Add +1.4% 119,965 $9.9M
First American Trust, FSB 0.79% Reduce -7.9% 119,577 $9.9M
Shufro Rose & Co. LLC 0.80% Reduce -0.8% 121,248 $9.9M
XY Planning Network, Inc. 3.37% Add +24.4% 119,352 $9.9M
Longview Financial Advisors LLC 6.19% Add +52.3% 119,062 $9.9M
AA Financial Advisors, LLC 2.11% Reduce -1.0% 117,831 $9.8M
NYL Investors LLC 2.79% Add +0.2% 116,487 $9.7M
Cambridge Advisors Inc. 2.00% Add +0.7% 115,357 $9.6M
CMH Wealth Management LLC 2.22% Add +2.0% 115,232 $9.6M
AQR Capital Management 0.01% Add +5.0% 115,197 $9.6M
CENTRAL TRUST Co 0.22% Add +8.4% 114,020 $9.5M
Fagan Associates, Inc. 1.46% Add +1.6% 113,742 $9.4M
OneDigital Investment Advisors LLC 0.10% Add +2.7% 113,538 $9.4M
Cascade Wealth Advisors, Inc 5.27% Reduce -1.4% 112,552 $9.3M
Whittier Trust Co. 0.11% Add +3.5% 112,440 $9.3M
Evergreen Capital Management LLC 0.28% Add +35.6% 111,806 $9.3M
Sigma Investment Counselors Inc. 0.50% Add +4.7% 110,426 $9.2M
DAVENPORT & Co LLC 0.05% Add +0.2% 109,474 $9.1M
Apollon Wealth Management, LLC 0.18% Add +7.3% 106,894 $8.9M
Winthrop Capital Management, LLC 2.24% Reduce -2.0% 106,727 $8.8M
Y.D. More Investments Ltd 0.61% Reduce -59.5% 106,369 $8.8M
Integrated Wealth Concepts LLC 0.09% Add +2.6% 106,192 $8.8M
Orion Porfolio Solutions, LLC 0.08% Reduce -22.8% 106,174 $8.8M
Galvin, Gaustad & Stein, LLC 0.76% Reduce -1.9% 104,838 $8.7M
Vident Advisory, LLC 0.10% Reduce -16.6% 104,784 $8.7M
Family CFO Inc 4.28% Add +0.1% 102,997 $8.5M
Silver Coast Investments LLC 3.08% New 102,268 $8.5M
Pictet North America Advisors SA 0.85% New 101,936 $8.5M
LMR Partners LLP 0.19% New 100,000 $8.3M
Prevail Innovative Wealth Advisors, LLC 1.83% Reduce -20.5% 98,349 $8.2M
Integrated Advisors Network LLC 0.37% Reduce -3.3% 97,879 $8.1M
Cornerstone Wealth Management, LLC 0.49% Add +3.4% 96,586 $8.0M
Covington Investment Advisors Inc. 1.14% Reduce -1.0% 96,489 $8.0M
Curbstone Financial Management Corp 1.64% Reduce -4.9% 96,482 $8.0M
Deutsche Bank AG 0.00% Add +4.4% 96,408 $8.0M
Stone Summit Wealth LLC 2.47% Reduce -3.5% 96,099 $8.0M
Kestra Private Wealth Services, LLC 0.11% Reduce -11.3% 95,649 $7.9M
Kestra Advisory Services, LLC 0.04% Add +12.1% 95,631 $7.9M
Cohen & Steers, Inc. 0.01% New 94,971 $7.9M
Buska Wealth Management, LLC 2.14% Add +27.7% 94,628 $7.8M
Dynamic Advisor Solutions LLC 0.24% Add +1.6% 93,210 $7.7M
Farther Finance Advisors, LLC 0.15% Add +7.0% 93,156 $7.7M
Divergent Planning, LLC 2.27% Add +2.3% 93,132 $7.7M
Farmers & Merchants Trust Co of Chambersburg PA 2.37% Add +10.2% 91,461 $7.6M
Stephens Inc. 0.10% Reduce -1.1% 91,069 $7.6M
Greenwood Gearhart LLC 0.47% Reduce -0.3% 90,987 $7.5M
Ashton Thomas Securities, LLC 1.82% Add +0.4% 90,746 $7.5M
Verus Wealth Management, LLC 7.52% Add +12.1% 90,131 $7.5M
Matrix Trust Co 1.18% Add +1.6% 89,285 $7.4M
Powers Advisory Group, LLC 3.25% Add +3.5% 89,215 $7.4M
Sage Rhino Capital LLC 1.56% Add +0.6% 89,152 $7.4M
Pacific Wealth Management 3.65% Add +0.4% 89,061 $7.4M
Prospera Financial Services Inc 0.14% Add +6.3% 88,734 $7.4M
Verde Capital Management 1.80% Reduce -8.4% 87,906 $7.3M
Little House Capital LLC 1.82% Add +5.1% 87,555 $7.3M
Crewe Advisors LLC 1.03% New 87,389 $7.2M
Sowell Financial Services LLC 0.29% Add +5.0% 87,326 $7.2M
Nisa Investment Advisors, LLC 0.03% Reduce -2.1% 87,317 $7.2M
Fortress Financial Solutions, LLC 9.03% Add +4.1% 86,849 $7.2M
Juncture Wealth Strategies, LLC 2.56% Add +5.9% 86,751 $7.2M
BIP Wealth, LLC 0.44% Add +45.2% 86,541 $7.2M
Country Trust Bank 0.16% No change 86,500 $7.2M
Erickson Financial Group, LLC 4.82% Add +2.2% 86,033 $7.1M
Latigo Investments, LLC 3.67% No change 86,019 $7.1M
Allspring Global Investments Holdings, LLC 0.01% Add +238.1% 85,667 $7.1M
W.H. Cornerstone Investments Inc. 4.49% Reduce -14.8% 85,455 $7.1M
Osborne Partners Capital Management, LLC 0.38% Add +5.3% 85,444 $7.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -54.2% 83,869 $7.0M
J.W. Cole Advisors, Inc. 0.15% Add +14.7% 83,802 $6.9M
Farrell Financial LLC 4.64% Add +8.3% 83,420 $6.9M
Headinvest, LLC 1.44% Reduce -6.4% 81,402 $6.7M
Edgestream Partners, L.P. 0.19% Add +230.4% 80,923 $6.7M
Hillcrest Wealth Advisors - NY, LLC 3.14% Reduce -15.1% 80,570 $6.7M
Partners in Financial Planning 1.23% Add +0.1% 80,364 $6.7M
Parkside Advisors LLC 1.46% Add +2.9% 79,870 $6.6M
CHB Investment Group, LLC 3.36% Reduce -1.2% 79,443 $6.6M
Rwa Wealth Partners, LLC 0.08% Add +998.2% 78,686 $6.5M
Meridian Wealth Management, LLC 0.28% Reduce -5.5% 78,200 $6.5M
Invesco Ltd. 0.00% Reduce -69.0% 77,958 $6.5M
Merit Financial Group, LLC 0.07% Reduce -3.0% 77,368 $6.4M
Northwest Bancshares, Inc. 1.12% Add +375.0% 77,338 $6.4M
Telos Capital Management, Inc. 0.64% Reduce -1.3% 75,808 $6.3M
SWAN Capital LLC 2.73% Add +73.7% 75,684 $6.3M
Stelac Advisory Services LLC 2.36% Add +0.2% 74,825 $6.2M
Acropolis Investment Management, LLC 0.34% Add +5.1% 74,034 $6.1M
Systelligence, LLC 1.13% Reduce -14.4% 73,520 $6.1M
Market Street Wealth Management Advisors LLC 0.99% Reduce -12.5% 73,509 $6.1M
Blair William & Co. 0.02% Add +2.2% 73,071 $6.1M
Composition Wealth, LLC 0.10% Reduce -29.0% 72,969 $6.1M
Websterrogers Financial Advisors, LLC 1.92% Reduce -0.2% 72,783 $6.0M
Brucke Financial, Inc. 4.17% Add +4.6% 72,333 $6.0M
Prepared Retirement Institute LLC 3.50% Add +8.3% 71,711 $5.9M
Townsquare Capital LLC 0.58% Reduce -95.1% 71,264 $5.9M
Arvest Investments, Inc. 0.88% Reduce -0.9% 70,625 $5.9M
Financial Advocates Investment Management 0.48% Reduce -20.4% 70,394 $5.8M
JBGlobal.com LLC 6.04% Reduce -66.7% 70,129 $5.8M
Viawealth, LLC 3.43% Add +0.3% 70,068 $5.8M
Conscious Wealth Investments, LLC 3.69% Add +0.4% 69,731 $5.8M
Global Assets Advisory, LLC 2.24% Reduce -45.7% 69,363 $5.7M
Prospect Financial Services LLC 3.57% Reduce -26.5% 69,036 $5.7M
Yoder Wealth Management, Inc. 2.98% Reduce -2.1% 68,929 $5.7M
Manning & Napier Advisors LLC 0.07% Add +9.2% 68,809 $5.7M
Atlantic Union Bankshares Corp 0.13% New 68,396 $5.7M
Perigon Wealth Management, LLC 0.13% Add +2.5% 66,943 $5.6M
Mma Asset Management LLC 2.08% Reduce -36.5% 65,433 $5.4M
Altus Wealth Group LLC 2.40% Reduce -25.0% 65,400 $5.4M
Envision Financial LLC 3.60% Add +8.7% 65,119 $5.4M
BIP Alliance, LLC 2.05% Add +0.3% 64,245 $5.3M
Allworth Financial LP 0.03% Reduce -4.3% 63,491 $5.3M
KMG Fiduciary Partners, LLC 0.39% Add +4.1% 62,978 $5.2M
XML Financial, LLC 0.45% Reduce -0.2% 62,810 $5.2M
Cresset Asset Management, LLC 0.03% Reduce -27.0% 62,655 $5.2M
Monument Capital Management 1.35% Reduce -14.1% 62,498 $5.2M
Marshall Financial Group Inc. 1.53% Add +13.6% 61,770 $5.1M
Anchor Capital Advisors LLC 0.15% Reduce -1.6% 61,093 $5.1M
Golden Bell Financial Planning LLC 4.75% Reduce -0.1% 60,831 $5.0M
Van Strum & Towne Inc. 1.56% Reduce -3.8% 59,751 $5.0M
Level Four Advisory Services, LLC 0.18% Add +8.3% 59,738 $5.0M
Lowe Brockenbrough & Co. Inc. 0.28% Reduce -1.4% 59,716 $5.0M
Rialto Wealth Management, LLC 1.38% Add +4.8% 59,480 $4.9M
Tide Cove Capital Partners LLC 3.88% Add +2.5% 59,460 $4.9M
Capasso Planning Partners LLC 2.77% Reduce -22.4% 59,118 $4.9M
Natixis Advisors, LLC 0.01% Add +61.5% 59,039 $4.9M
Fortune 45 LLC 2.77% Add +0.4% 57,928 $4.8M
Rosenblum Silverman Sutton S F Inc. 1.16% Add +15.1% 57,795 $4.8M
Whittier Trust Co. of Nevada Inc. 0.11% Reduce -10.4% 57,738 $4.8M
Stratos Wealth Partners, LTD. 0.06% Add +17.5% 57,233 $4.7M
Lanark Financial, Inc. 0.39% Add +79.7% 56,831 $4.7M
Trivium Point Advisory, LLC 0.51% Add +13.8% 56,741 $4.7M
Auour Investments LLC 1.62% Reduce -2.7% 56,717 $4.7M
Portside Wealth Group, LLC 0.69% Add +1.7% 56,557 $4.7M
Pinnacle Financial Partners Inc 0.10% Reduce -34.0% 56,549 $4.7M
Pathstone Holdings, LLC 0.02% Reduce -8.8% 56,210 $4.7M
Commerce Bank 0.03% Add +8.0% 56,169 $4.7M
Virtue Capital Management, LLC 0.86% Reduce -21.9% 56,165 $4.7M
CGN Advisors LLC 0.41% Reduce -7.5% 55,306 $4.6M
O'ROURKE & COMPANY, Inc 2.13% Add +0.9% 54,947 $4.6M
Daiwa Securities Group Inc. 0.02% Add +4.4% 54,690 $4.5M
Bay Rivers Group 2.06% Reduce -1.4% 54,408 $4.5M
Braun-Bostich & Associates Inc. 3.06% Add +0.8% 53,998 $4.5M
McMill Wealth Management 1.48% Reduce -5.8% 53,881 $4.5M
Meeder Advisory Services, Inc. 0.23% Reduce -62.7% 53,495 $4.4M
Guggenheim Capital LLC 0.04% Reduce -22.5% 53,180 $4.4M
Aptus Capital Advisors, LLC 0.04% Reduce -22.1% 53,064 $4.4M
Transatlantique Private Wealth LLC 1.61% Add +2.9% 52,824 $4.4M
Glenview Trust Co 0.08% Add +26.2% 52,434 $4.3M
Synovus Financial Corp. 0.05% Add +16.9% 52,316 $4.3M
Forefront Wealth Partners, LLC 2.97% Add +6.4% 53,837 $4.3M
Independent Advisor Alliance 0.12% Add +2.8% 52,002 $4.3M
Drive Wealth Management, LLC 0.94% Add +6.4% 51,568 $4.3M
United Capital Financial Advisors, LLC 0.03% Reduce -5.1% 51,050 $4.2M
Koshinski Asset Management, Inc. 0.31% Add +1.5% 49,980 $4.1M
Rooted Wealth Advisors, Inc. 1.42% Add +6.7% 50,092 $4.1M
Better Money Decisions, LLC 2.49% Reduce -3.5% 49,446 $4.1M
MIdWestOne Financial Group, Inc. 0.53% Add +2.0% 48,814 $4.0M
Gladwyn Financial Advisors, Inc. 3.08% — 48,007 $4.0M
Breakwater Capital Group 0.65% Add +1.6% 47,883 $4.0M
SageView Advisory Group, LLC 0.15% Add +3.8% 48,107 $4.0M
BetterWealth, LLC 1.01% Add +3.1% 47,637 $4.0M
Mgo One Seven LLC 0.13% Reduce -4.7% 47,293 $3.9M
MBE Wealth Management, LLC 1.69% Reduce -0.0% 46,782 $3.9M
Hofer & Associates. Inc 2.41% Add +1.4% 46,508 $3.9M
Bull Street Advisors, LLC 1.85% Reduce -0.4% 46,352 $3.8M
IFP Advisors, Inc 0.11% Add +32.5% 44,860 $3.7M
Sumitomo Mitsui Financial Group, Inc. 0.06% Reduce -12.0% 44,499 $3.7M
Mutual Advisors, LLC 0.09% Add +210.2% 44,612 $3.7M
Advisory Research Inc. 0.56% Add +1.3% 44,228 $3.7M
Perennial Advisors, LLC 0.68% Add +0.5% 43,990 $3.6M
REDW Wealth LLC 1.45% Reduce -1.4% 43,910 $3.6M
Peapack Gladstone Financial Corp. 0.05% Add +56.3% 43,864 $3.6M
CRA Financial Services, LLC 0.55% Reduce -3.0% 43,682 $3.6M
Cypress Wealth Services, LLC 0.65% Reduce -3.3% 43,456 $3.6M
Diversify Advisory Services, LLC 0.14% Add +26.2% 43,013 $3.6M
Gladstone Institutional Advisory LLC 0.15% Add +0.0% 43,048 $3.6M
Avant Financial Advisors LLC 2.91% Add +3.8% 42,574 $3.5M
Stonebridge Financial Planning Group, LLC 1.47% Add +2.9% 42,525 $3.5M
Ameritas Advisory Services, LLC 0.18% Reduce -17.8% 42,053 $3.5M
Heritage Trust Co 0.40% Add +17.3% 41,859 $3.5M
Novem Group 0.44% Add +7.2% 41,411 $3.4M
Marietta Wealth Management, LLC 0.45% Add +2.3% 41,328 $3.4M
First Manhattan Co. Llc. 0.01% Add +120.8% 41,213 $3.4M
Counterweight Ventures, LLC 2.22% Add +2.0% 41,049 $3.4M
Bordeaux Wealth Advisors LLC 0.44% Add +0.2% 41,037 $3.4M
Brookstone Capital Management 0.04% Reduce -8.1% 40,875 $3.4M
Wealthspire Retirement, LLC 0.22% Add +1.6% 40,649 $3.4M
Signature Estate & Investment Advisors LLC 0.08% Reduce -3.2% 40,109 $3.3M
Signal Tree Financial Partners LLC 2.84% Add +17.1% 39,735 $3.3M
Strategic Financial Partners, Ltd. 1.52% Reduce -1.2% 39,443 $3.3M
Sheets Smith Investment Management 2.86% Reduce -28.1% 39,292 $3.3M
TPG Financial Advisors, LLC 1.30% Reduce -32.0% 39,228 $3.3M
IFG Advisory, LLC 0.16% Add +8.4% 39,054 $3.2M
German American Bancorp, Inc. 0.31% Add +0.1% 38,545 $3.2M
Montag A & Associates Inc. 0.16% Add +0.1% 38,532 $3.2M
Foster Group, Inc. 0.11% Add +43.6% 38,530 $3.2M
United Community Bank 1.08% Reduce -4.0% 37,932 $3.1M
Rehmann Capital Advisory Group 0.19% Reduce -90.0% 37,859 $3.1M
Fortis Capital Management LLC 0.48% Add +1.2% 37,369 $3.1M
Bryn Mawr Trust Advisors, LLC 0.17% Add +13.8% 37,303 $3.1M
Carl P. Sherr & Co., LLC 1.53% Reduce -0.4% 36,503 $3.0M
Sigma Planning Corp 0.09% Add +12.2% 36,465 $3.0M
Chandler Asset Management, Inc. 0.53% No change 35,980 $3.0M
Brooks, Moore & Associates, Inc. 1.60% Reduce -9.4% 35,845 $3.0M
OneAscent Financial Services LLC 0.21% Add +0.3% 35,545 $2.9M
Forza Wealth Management, LLC 1.21% Add +540.7% 35,507 $2.9M
OxenFree Capital LLC 1.79% Add +19.3% 35,121 $2.9M
Aries Wealth Management 0.76% Reduce -8.7% 35,111 $2.9M
D.A. Davidson & Co. 0.02% Reduce -3.6% 34,998 $2.9M
Sheets Smith Wealth Management 0.34% Reduce -19.0% 34,751 $2.9M
Tme Financial, Inc. 2.33% Add +21.8% 34,740 $2.9M
Cascade Financial Partners, LLC 0.35% Reduce -18.9% 34,703 $2.9M
Fifth Third Securities, Inc. 0.21% Add +3.9% 34,435 $2.9M
Regal Investment Advisors LLC 0.21% Reduce -1.1% 34,317 $2.8M
CreativeOne Wealth, LLC 0.07% Add +41.7% 34,100 $2.8M
Founders Financial Securities LLC 0.21% Reduce -17.8% 34,039 $2.8M
Mosaic Family Wealth Partners, LLC 0.36% Add +3.5% 33,860 $2.8M
Weik Capital Management 1.10% Add +8.7% 33,484 $2.8M
Horizon Investments, LLC 0.04% Add +851.9% 33,515 $2.8M
Tandem Investment Partners LLC 2.40% Add +8.8% 33,195 $2.8M
Coston, McIsaac & Partners 0.71% Add +14.3% 33,073 $2.7M
Capital Advisory Group Advisory Services, LLC 0.97% Add +4.3% 32,569 $2.7M
Simon Quick Advisors, LLC 0.14% Add +291.1% 32,423 $2.7M
Northwest Capital Management Inc 1.45% New 32,238 $2.7M
Addis & Hill, Inc 1.75% Reduce -0.1% 32,226 $2.7M
Seamount Financial Group Inc. 1.36% Add +1.5% 31,792 $2.6M
4WEALTH Advisors, Inc. 2.72% Add +2.3% 31,545 $2.6M
21 West Wealth Management LLC 2.63% — 31,433 $2.6M
FMR LLC 0.00% Add +15.4% 31,105 $2.6M
Cadence Bank 0.17% Add +8.3% 30,868 $2.6M
Signal Advisors Wealth, LLC 0.20% Add +0.8% 30,839 $2.6M
American Investment Services, Inc. 0.65% Reduce -1.8% 30,753 $2.6M
Transcendent Capital Group LLC 1.29% Reduce -0.1% 30,293 $2.5M
Cerity Partners LLC 0.00% Reduce -25.9% 30,228 $2.5M
Yeomans Consulting Group, Inc. 1.03% Reduce -22.0% 30,289 $2.5M
SevenBridge Financial Group, LLC 0.44% Reduce -26.7% 30,112 $2.5M
SC&H Financial Advisors, Inc. 0.43% Add +1.3% 30,050 $2.5M
Great Valley Advisor Group, Inc. 0.06% Reduce -98.1% 29,971 $2.5M
Cherrydale Wealth Management, LLC 0.86% Add +261.9% 29,639 $2.5M
Betterment LLC 0.01% Reduce -8.0% 29,548 $2.5M
Ironwood Investment Counsel, LLC 0.38% Add +1.7% 29,531 $2.4M
Tower Research Capital LLC (TRC) 0.07% Add +45187.7% 29,437 $2.4M
Integrity Investment Advisors, LLC 1.86% Add +13.4% 29,193 $2.4M
Compagnie Lombard Odier SCmA 0.03% Reduce -17.7% 29,173 $2.4M
Silver Oak Wealth Advisors Services, LLC 1.74% Reduce -21.3% 29,060 $2.4M
Greenwich Wealth Management LLC 0.12% Add +4.2% 29,047 $2.4M
LexAurum Advisors, LLC 0.38% Add +1.3% 28,573 $2.4M
Friedenthal Financial 1.30% Add +9.2% 28,511 $2.4M
True Link Financial Advisors, LLC 0.16% Reduce -63.7% 28,307 $2.3M
Glass Jacobson Investment Advisors llc 0.90% Add +22.7% 28,111 $2.3M
Guardian Wealth Management, Inc. 1.55% Add +2.9% 28,072 $2.3M
US Bancorp \de 0.00% Add +9.4% 28,018 $2.3M
Idaho Trust Co 0.83% Reduce -3.3% 27,987 $2.3M
Life Planning Partners, Inc 1.84% Reduce -6.0% 27,880 $2.3M
Siligmueller & Norvid Wealth Advisors LLC 0.89% Reduce -23.5% 27,998 $2.3M
Rathbones Group PLC 0.01% Add +7.0% 27,620 $2.3M
Thrive Capital Management, LLC 0.72% Reduce -53.3% 27,584 $2.3M
Carnegie Investment Counsel 0.05% Add +3.5% 27,467 $2.3M
Parsons Capital Management Inc. 0.14% Reduce -1.9% 27,006 $2.2M
James Investment Research, Inc. 0.27% No change 26,930 $2.2M
Rockbridge Investment Management, LCC 0.24% Reduce -0.3% 26,854 $2.2M
Hexagon Capital Partners LLC 0.49% Add +4.6% 26,816 $2.2M
NorthCoast Asset Management LLC 0.01% Reduce -0.3% 26,769 $2.2M
Lion Street Advisors, LLC 0.65% Reduce -0.0% 25,966 $2.2M
Titleist Asset Management, LLC 0.21% Add +57.5% 25,931 $2.2M
Topel & Distasi Wealth Management, LLC 1.12% Reduce -5.9% 25,741 $2.1M
HORAN Wealth, LLC 0.65% — 25,675 $2.1M
Cardiff Park Advisors, LLC 0.18% Reduce -1.7% 25,624 $2.1M
RoundAngle Advisors LLC 1.77% Add +2.2% 25,545 $2.1M
Pettyjohn, Wood & White, Inc. 0.37% Add +12.1% 25,224 $2.1M
Coastal Bridge Advisors, LLC 0.17% New 25,040 $2.1M
Talon Private Wealth, LLC 0.28% Add +56.7% 24,915 $2.1M
TriaGen Wealth Management LLC 0.62% Add +4.6% 24,747 $2.1M
NBT Bank, N.A. 0.14% No change 24,639 $2.0M
Diversified Portfolios, Inc. 0.19% Add +5.3% 24,464 $2.0M
Sincerus Advisory, LLC 1.90% Add +1.0% 24,492 $2.0M
North Forty Two & Co. 2.15% Reduce -2.5% 24,385 $2.0M
Leeward Financial Partners, LLC 0.64% Add +10.3% 24,366 $2.0M
Transcend Capital Advisors, LLC 0.16% Reduce -4.1% 24,340 $2.0M
Modus Advisors, LLC 0.60% Add +2.7% 24,248 $2.0M
Man Group plc 0.00% Reduce -10.7% 23,985 $2.0M
Hobbs Group Advisors, LLC 0.68% Reduce -0.8% 23,947 $2.0M
Quartz Partners, LLC 0.90% Add +10.6% 23,787 $2.0M
Orcam Financial Group 1.70% Reduce -0.3% 23,562 $2.0M
World Investment Advisors 0.04% Add +13.5% 23,512 $1.9M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -0.8% 23,508 $1.9M
RMR Capital Management, LLC 1.39% Reduce -0.7% 23,420 $1.9M
Certified Advisory Corp 0.20% Add +41.0% 23,332 $1.9M
Morris Financial Concepts, Inc. 0.76% Add +0.1% 23,187 $1.9M
CVA Family Office, LLC 0.27% Add +4.7% 22,798 $1.9M
Global Financial Private Client, LLC 0.71% Add +3.4% 22,796 $1.9M
Petra Financial Advisors Inc. 1.19% Reduce -0.4% 22,702 $1.9M
Advisory Services Network, LLC 0.03% Add +79.5% 22,721 $1.9M
Murphy & Mullick Capital Management Corp 1.52% Reduce -7.4% 22,557 $1.9M
Harbour Investments, Inc. 0.05% Reduce -2.3% 22,441 $1.9M
Mayflower Financial Advisors, LLC 0.26% Reduce -1.0% 22,416 $1.9M
FSC Wealth Advisors, LLC 1.16% Add +3.1% 22,236 $1.8M
AXS Investments LLC 0.76% Add +18.8% 22,205 $1.8M
Ramiah Investment Group 1.98% Reduce -2.5% 22,178 $1.8M
Bcwm, LLC 0.58% Reduce -4.5% 22,147 $1.8M
Freedom Investment Management, Inc. 0.15% Reduce -8.0% 22,097 $1.8M
Vicus Capital 0.15% Add +1.5% 21,976 $1.8M
Independence Asset Advisors, LLC 1.13% Reduce -62.1% 21,957 $1.8M
EverSource Wealth Advisors, LLC 0.08% Reduce -0.6% 21,799 $1.8M
Capital Analysts, LLC 0.06% Add +119.4% 21,765 $1.8M
Bridge Generations Wealth Management LLC 1.07% Add +42.7% 21,277 $1.8M
First Foundation Advisors 0.07% New 21,269 $1.8M
Redhawk Wealth Advisors, Inc. 0.22% Add +42.6% 21,192 $1.8M
Clarity Wealth Development LLC 1.73% Add +1.6% 20,901 $1.7M
Seven Mile Advisory 1.03% Reduce -23.7% 20,750 $1.7M
Leavell Investment Management, Inc. 0.08% Reduce -0.3% 20,625 $1.7M
Cordatus Wealth Management LLC 0.42% Add +23.1% 20,468 $1.7M
Strategic Investment Advisors / MI 0.16% Reduce -3.8% 20,477 $1.7M
Gilbert Capital Group, Inc. 1.39% — 20,242 $1.7M
Cambria Investment Management, L.P. 0.11% Add +6.7% 20,173 $1.7M
Titan Global Capital Management USA LLC 0.26% Add +5.9% 19,983 $1.7M
Elmwood Wealth Management, Inc. 0.65% Reduce -4.6% 19,924 $1.7M
Staley Capital Advisers Inc. 0.07% Reduce -0.5% 19,920 $1.7M
Agate Pass Investment Management, LLC 0.66% Add +0.8% 19,383 $1.6M
Inman Jager Wealth Management, LLC 1.08% Add +56.1% 19,322 $1.6M
Summit Wealth Partners, LLC 0.30% Reduce -14.2% 19,276 $1.6M
SGL Investment Advisors, Inc. 0.77% Add +15.9% 19,467 $1.6M
Ascent Wealth Partners, LLC 0.20% Add +0.5% 19,225 $1.6M
Graypoint LLC 0.09% Add +37.1% 19,054 $1.6M
Guidance Capital, Inc. 0.45% Add +3.5% 18,832 $1.6M
Bellecapital International Ltd. 0.28% Add +327.8% 18,792 $1.6M
EP Wealth Advisors, LLC 0.01% Add +31.7% 18,726 $1.6M
Beaird Harris Wealth Management, LLC 0.12% Add +2.8% 18,713 $1.6M
Smith, Moore & Co. 0.13% Add +0.1% 18,662 $1.5M
Strategic Wealth Investment Group, LLC 2.24% Add +8.8% 18,649 $1.5M
Bigelow Investment Advisors, LLC 0.68% Add +8.7% 18,636 $1.5M
Archvest Wealth Advisors, Inc. 1.33% Reduce -1.2% 18,385 $1.5M
Horizon Financial Services, LLC 0.81% Add +1.9% 18,336 $1.5M
Consolidated Portfolio Review Corp 0.21% Add +8.8% 18,315 $1.5M
Hilltop Holdings Inc. 0.10% Add +7.4% 18,301 $1.5M
Fairview Capital Investment Management, LLC 0.08% Add +64.0% 18,194 $1.5M
TBH Global Asset Management, LLC 0.32% Add +16.5% 18,122 $1.5M
Main Street Financial Solutions, LLC 0.11% Add +8.6% 18,100 $1.5M
Axxcess Wealth Management, LLC 0.04% Add +11.2% 18,032 $1.5M
Midwest Trust Co 0.02% — 18,021 $1.5M
Agf Management Ltd. 0.01% Add +26.3% 17,940 $1.5M
Tilia Fiduciary Partners, Inc. 0.91% Add +2.2% 17,919 $1.5M
Riverbend Wealth Management, LLC 1.12% Reduce -5.0% 17,878 $1.5M
Pure Financial Advisors, LLC 0.03% Add +18.4% 17,575 $1.5M
Independence Bank of Kentucky 0.21% Reduce -1.0% 17,505 $1.5M
Dearborn Partners LLC 0.07% Reduce -23.4% 17,347 $1.4M
Christensen, King & Associates Investment Services, Inc. 0.66% Add +0.9% 17,307 $1.4M
Wealthedge Investment Advisors, LLC 0.60% Reduce -22.2% 17,277 $1.4M
Legacy PCG, LLC 0.91% New 17,062 $1.4M
Drucker Wealth 3.0, LLC 0.27% New 17,153 $1.4M
MAI Capital Management 0.01% Reduce -13.6% 16,998 $1.4M
XTX Topco Ltd 0.06% Add +412.9% 16,957 $1.4M
Naples Global Advisors, LLC 0.12% Add +1.2% 16,859 $1.4M
Cornerstone Wealth Group, LLC 0.10% Add +0.2% 16,677 $1.4M
Atlas Capital Advisors Inc. 0.17% Add +125.3% 16,664 $1.4M
Sovran Advisors, LLC 0.14% Add +8.8% 16,858 $1.4M
Bath Savings Trust Co 0.14% Add +20.5% 16,533 $1.4M
Firestone Capital Management 0.32% Add +0.3% 16,525 $1.4M
BridgePort Financial Solutions, LLC 0.46% Add +13.1% 16,524 $1.4M
IPG Investment Advisors LLC 0.27% No change 16,500 $1.4M
Patten Group, Inc. 0.29% Add +3.8% 16,444 $1.4M
Plante Moran Financial Advisors, LLC 0.10% Add +93.7% 16,328 $1.4M
LeConte Wealth Management, LLC 0.92% Reduce -20.3% 16,310 $1.4M
Cunning Capital Partners, LP 0.70% No change 16,200 $1.3M
Cornerstone Financial Group, LLC 1.13% Add +3.1% 16,063 $1.3M
HUB Investment Partners, LLC 0.05% Reduce -17.8% 15,975 $1.3M
REAP Financial Group, LLC 0.31% Reduce -6.1% 15,888 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -38.0% 15,731 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +0.3% 15,589 $1.3M
Genesee Capital Advisors, LLC 0.57% Add +2.0% 15,442 $1.3M
Trustmark Bank Trust Department 0.09% No change 15,364 $1.3M
Ashton Thomas Private Wealth, LLC 0.04% Add +10.6% 15,329 $1.3M
RFG Advisory, LLC 0.03% Add +422.6% 15,269 $1.3M
Zacks Investment Management 0.01% Add +19.3% 15,267 $1.3M
Chicago Partners Investment Group LLC 0.04% Reduce -5.1% 15,332 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -38.5% 15,246 $1.3M
Pinnacle Associates Ltd. 0.02% Add +7.7% 15,170 $1.3M
Independent Financial Group, LLC 0.03% Reduce -32.9% 15,145 $1.3M
PFG Investments, LLC 0.07% Add +10.9% 15,138 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +56.1% 15,138 $1.3M
Squarepoint Ops LLC 0.00% Add +347.4% 15,132 $1.3M
Apollon Financial, LLC 0.26% Reduce -3.5% 14,857 $1.2M
Ami Investment Management Inc. 0.32% No change 14,815 $1.2M
North Star Investment Management Corp. 0.09% Add +3.7% 14,814 $1.2M
Rinkey Investments 0.37% Reduce -61.3% 14,759 $1.2M
Arkadios Wealth Advisors 0.04% Add +51.5% 14,595 $1.2M
Semmax Financial Advisors Inc. 0.31% Reduce -38.8% 14,409 $1.2M
Brighton Securities Corp. 0.65% Reduce -44.6% 14,313 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -1.1% 14,220 $1.2M
Mengis Capital Management, Inc. 0.25% Reduce -2.7% 14,123 $1.2M
Forum Private Client Group LLC 0.45% Add +0.3% 13,928 $1.2M
GK Wealth Management LLC 1.14% Add +29.0% 13,797 $1.1M
Flow Traders U.S. LLC 0.04% Reduce -90.7% 13,783 $1.1M
Saranac Partners Ltd 0.61% Reduce -25.4% 13,760 $1.1M
Stokes Family Office, LLC 0.12% Reduce -2.5% 13,653 $1.1M
Estate Counselors, LLC 0.11% Add +7.5% 13,416 $1.1M
Stratos Wealth Advisors, LLC 0.06% Add +8.3% 13,414 $1.1M
Coordinated Financial Services, Inc. 0.78% — 13,405 $1.1M
Grandview Asset Management LLC 0.35% Add +5.1% 13,352 $1.1M
Maia Wealth LLC 0.21% Add +0.6% 13,337 $1.1M
Northern Trust Corp. 0.00% Reduce -25.7% 13,275 $1.1M
Outlook Wealth Advisors, LLC 0.28% No change 13,205 $1.1M
Silver Oak Advisory Group, Inc. 0.53% Add +13.1% 13,185 $1.1M
WFA of San Diego, LLC 0.80% — 13,145 $1.1M
Private Trust Co. NA 0.10% Add +3.3% 13,131 $1.1M
Southland Equity Partners LLC 0.24% Add +2.6% 13,107 $1.1M
High Net Worth Advisory Group LLC 0.29% Reduce -1.3% 13,085 $1.1M
Clarity Capital Advisors, LLC 0.63% Add +8.6% 13,067 $1.1M
Aua Capital Management, LLC 0.65% Reduce -0.4% 13,048 $1.1M
Axos Invest Inc. 0.81% Reduce -3.7% 12,937 $1.1M
Alliance Wealth Advisors, LLC 0.26% Add +4.1% 12,883 $1.1M
Neumann Capital Management, LLC 0.33% Add +9.7% 12,843 $1.1M
Center For Asset Management LLC 0.64% Reduce -38.7% 12,952 $1.0M
Vanguard Group Inc. 0.00% Add +9.9% 12,540 $1.0M
Alteri Wealth LLC 0.40% Reduce -4.5% 12,529 $1.0M
Choreo, LLC 0.01% Add +21.5% 12,507 $1.0M
Kingsview Wealth Management, LLC 0.02% Reduce -8.1% 12,491 $1.0M
Cooper Financial Group 0.12% Reduce -9.0% 12,491 $1.0M
AE Wealth Management LLC 0.01% Add +158.8% 12,416 $1.0M
Independent Wealth Network Inc. 0.37% Reduce -1.8% 12,396 $1.0M
Tennessee Valley Asset Management Partners 0.25% Reduce -1.7% 12,034 $998K
J. W. Coons Advisors, LLC 0.23% No change 12,025 $997K
Transamerica Financial Advisors, LLC 0.09% Reduce -4.2% 12,018 $996K
Meridian Financial Advisors, LLC 0.64% Add +0.5% 12,001 $995K
Aspire Private Capital, LLC 0.23% Add +85.4% 11,985 $994K
Western Wealth Management, LLC 0.06% Reduce -3.6% 11,924 $989K
Nwam LLC 0.06% Add +44.7% 11,850 $980K
StoneX Group Inc. 0.05% Add +3.8% 11,798 $978K
Novare Capital Management LLC 0.08% Add +1.6% 11,784 $977K
First Horizon Advisors, Inc. 0.03% Reduce -9.4% 11,781 $977K
Occidental Asset Management, LLC 0.13% Add +156.9% 11,724 $972K
Venture Visionary Partners LLC 0.04% Add +0.3% 11,627 $964K
Concord Asset Management, LLC 0.14% New 11,576 $960K
Concord Wealth Partners 0.14% Reduce -0.3% 11,576 $960K
One Capital Management, LLC 0.03% Reduce -4.4% 11,464 $951K
Noesis Capital Mangement Corp. 0.17% Add +7.8% 11,457 $950K
Houlihan Financial Resource Group, Ltd. 0.39% Add +0.0% 11,402 $944K
AllSquare Wealth Management LLC 0.53% Reduce -3.8% 11,346 $941K
Mission Wealth Management, LP 0.02% Reduce -5.9% 11,330 $939K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -62.1% 11,278 $935K
CIBC Private Wealth Group LLC 0.00% Add +5.5% 11,096 $920K
Accretive Wealth Partners, LLC 0.30% Reduce -0.1% 10,992 $911K
Shelter Mutual Insurance Co 0.21% No change 10,917 $905K
Carter Financial Group, INC. 0.59% — 10,884 $903K
Spire Wealth Management 0.03% Add +7.5% 10,883 $902K
International Assets Investment Management, LLC 0.07% Reduce -6.0% 10,819 $897K
Defined Wealth Management, LLC 0.55% Add +1.6% 10,812 $897K
Severin Investments, LLC 0.84% Reduce -2.0% 10,793 $895K
Novak & Powell Financial Services, Inc. 0.62% Reduce -41.2% 10,788 $895K
Scott Marsh Financial, LLC 0.33% — 10,736 $890K
Baker Ellis Asset Management LLC 0.12% Reduce -24.6% 10,700 $887K
Avidian Wealth Enterprises, LLC 0.04% Reduce -5.3% 10,685 $886K
Integral Investment Advisors, Inc. 0.25% No change 10,575 $877K
Sonata Capital Group Inc. 0.35% No change 10,560 $876K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +12.0% 10,526 $873K
Compass Ion Advisors, LLC 0.09% No change 10,517 $872K
TFB Advisors LLC 0.23% Add +3.6% 10,476 $869K
Towne Trust Company, N.A 0.30% Add +58.4% 10,316 $855K
Round Rock Advisors LLC 0.15% Reduce -0.2% 10,237 $849K
FC Advisory LLC 0.26% Add +2.6% 10,146 $841K
Keener Financial Planning LLC 0.42% Add +52.7% 10,107 $838K
Capstone Capital LLC 0.61% Reduce -4.8% 10,106 $838K
Wealthcare Advisory Partners LLC 0.02% Add +12.0% 10,045 $833K
Savvy Advisors, Inc. 0.06% Reduce -46.9% 9,994 $829K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -6.8% 9,973 $827K
Argent Trust Co 0.03% Add +2.5% 9,964 $826K
Savant Capital, LLC 0.01% Reduce -31.3% 9,919 $822K
Kohmann Bosshard Financial Services, LLC 0.09% No change 9,912 $822K
Berkshire Asset Management LLC 0.04% Reduce -4.2% 9,839 $816K
Interactive Financial Advisors, Inc. 0.39% Reduce -2.0% 9,764 $810K
National Philanthropic Trust 0.01% No change 9,757 $809K
GeoWealth Management, LLC 0.03% Reduce -26.9% 9,631 $799K
Edge Financial Advisors LLC 0.42% Reduce -6.2% 9,623 $795K
Vision Capital Management, Inc. 0.10% Reduce -1.1% 9,579 $794K
Three Bridge Wealth Advisors, LLC 0.21% Add +55.4% 9,540 $791K
Twele Capital Management, Inc. 0.16% Add +24.1% 9,443 $783K
Wilmington Savings Fund Society, FSB 0.01% Add +3.7% 9,413 $781K
Wesbanco Bank Inc. 0.02% Add +12.9% 9,335 $774K
Liberty Capital Management, Inc. 0.15% Add +6.7% 9,248 $767K
Legacy Private Trust Co. 0.05% No change 9,236 $766K
Pines Wealth Management, LLC 0.27% Add +8.1% 9,155 $755K
Capital Asset Advisory Services LLC 0.03% Reduce -14.4% 8,825 $729K
Triumph Capital Management 0.21% Add +17.2% 8,635 $716K
Octavia Wealth Advisors, LLC 0.08% Reduce -0.4% 8,605 $714K
Sweeney & Michel, LLC 0.25% Add +4.7% 8,571 $703K
Moser Wealth Advisors, LLC 0.34% Add +0.4% 8,471 $702K
Ascentis Independent Advisors 0.13% Add +3.6% 8,393 $696K
Duncker Streett & Co. Inc. 0.13% Reduce -2.2% 8,319 $690K
Andina Capital Management, LLC 0.48% New 8,312 $689K
Cary Street Partners Financial LLC 0.02% Reduce -0.8% 8,277 $686K
Great Diamond Partners, LLC 0.14% New 8,275 $686K
Mosaic Financial Group, LLC 0.52% No change 8,194 $679K
Moors & Cabot, Inc. 0.03% Reduce -4.5% 8,163 $677K
Compass Advisory Group LLC 0.21% Add +12.2% 8,144 $675K
FineMark National Bank & Trust 0.02% Add +23.3% 8,022 $665K
Perennial Investment Advisors, LLC 0.06% Reduce -15.0% 7,993 $663K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.0% 7,972 $661K
Trilogy Capital Inc. 0.03% No change 7,945 $659K
Baker Tilly Wealth Management, LLC 0.23% Reduce -17.5% 7,934 $658K
FourThought Financial Partners, LLC 0.06% No change 7,925 $657K
Norden Group LLC 0.07% Add +5.1% 7,913 $656K
Running Point Capital Advisors, LLC 0.18% Add +5.0% 7,868 $652K
Leo Wealth, LLC 0.05% Add +1.8% 7,998 $651K
Modern Wealth Management, LLC 0.02% Add +25.0% 7,811 $648K
Arax Advisory Partners 0.03% Reduce -43.0% 7,777 $645K
Sovereign Financial Group, Inc. 0.13% Add +1.0% 7,763 $644K
Coppell Advisory Solutions LLC 0.08% Add +63.9% 7,756 $641K
Jacobi Capital Management LLC 0.04% Reduce -13.0% 7,691 $638K
Falcon Wealth Planning 0.06% Add +1.1% 7,687 $637K
Condor Capital Management 0.06% Reduce -0.0% 7,666 $636K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -8.0% 7,581 $629K
Snowden Capital Advisors LLC 0.02% Add +6.7% 7,557 $627K
Smithfield Trust Co 0.03% Reduce -47.8% 7,517 $624K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 7,517 $623K
Verisail Partners, LLC 0.26% No change 7,510 $623K
TOWER TRUST & INVESTMENT Co 0.44% Add +12.7% 7,497 $622K
Clark Asset Management, LLC 0.08% Add +11.0% 7,484 $621K
Simplicity Wealth,LLC 0.03% Add +121.1% 7,446 $617K
Long Island Wealth Management, Inc. 0.32% Reduce -86.0% 7,430 $616K
First Merchants Corp. 0.02% Reduce -6.9% 7,425 $616K
Alerus Financial NA 0.04% Reduce -12.5% 7,419 $615K
My Legacy Advisors, LLC 0.22% Reduce -17.2% 7,452 $613K
Hickory Point Bank & Trust 0.49% New 7,305 $606K
Palouse Capital Management, Inc. 0.40% Reduce -38.0% 7,256 $602K
Geneos Wealth Management Inc. 0.01% Reduce -13.3% 7,247 $601K
Fiduciary Alliance LLC 0.04% Add +35.8% 7,186 $596K
Seelaus Asset Management LLC 0.54% Add +10.9% 7,177 $595K
Wincap Financial LLC 0.47% New 7,108 $589K
Providence First Trust Co 0.21% No change 7,092 $588K
Brown Advisory Inc. 0.00% Add +1.2% 7,060 $585K
SCS Capital Management LLC 0.01% Add +13.3% 7,029 $583K
Axis Wealth Partners, LLC 0.38% Add +6.2% 7,005 $581K
Cahaba Wealth Management, Inc. 0.05% New 7,003 $581K
Creative Financial Designs Inc. 0.04% Add +0.6% 6,990 $580K
American Trust 0.05% New 6,934 $575K
RiverGlades Family Offices LLC 0.37% No change 6,884 $571K
Argus Investors' Counsel, Inc. 0.40% No change 6,854 $568K
Uptick Partners, LLC 0.16% Add +31.6% 6,853 $568K
Sage Capital Management, LLC 0.27% Add +1.1% 6,829 $566K
Victory Financial Group, LLC 0.09% Add +0.1% 6,815 $565K
Lineweaver Wealth Advisors, LLC 0.09% No change 6,804 $564K
Pacifica Partners Inc. 0.23% Reduce -6.1% 6,733 $556K
Valley Wealth Managers, Inc. 0.04% Reduce -6.9% 6,658 $552K
Meitav Investment House Ltd. 0.01% Add +5.2% 6,650 $551K
Disciplined Investments, LLC 0.23% Reduce -3.4% 6,632 $550K
Bison Wealth, LLC 0.04% Reduce -12.5% 6,623 $549K
Compass Financial Group, INC 0.09% Reduce -5.8% 6,581 $546K
Private Capital Management, LLC 0.06% Reduce -9.3% 6,580 $546K
Performance Wealth Partners, LLC 0.02% Add +49.7% 6,579 $546K
Ibex Wealth Advisors 0.06% New 6,573 $545K
SouthState Bank Corp 0.02% No change 6,535 $542K
Insight Inv LLC 0.36% No change 6,511 $540K
Wedmont Private Capital 0.02% Add +132.8% 6,539 $538K
Johnson Financial Group, Inc. 0.02% Add +0.2% 6,486 $538K
Orleans Capital Management Corp. 0.29% No change 6,482 $537K
Uncommon Cents Investing LLC 0.14% Add +35.9% 6,477 $537K
Ascent Group, LLC 0.02% Reduce -5.6% 6,476 $537K
Tradition Wealth Management, LLC 0.04% Reduce -19.7% 6,471 $537K
Tsfg, LLC 0.10% Add +0.0% 6,404 $531K
Brooklyn FI, LLC 0.14% Reduce -1.6% 6,401 $531K
Investment Advisory Group, LLC 0.16% Reduce -1.9% 6,378 $529K
WealthCollab, LLC 0.30% No change 6,366 $528K
Altfest L J & Co. Inc. 0.06% No change 6,324 $524K
Gould Asset Management LLC 0.10% Reduce -2.9% 6,323 $524K
Valeo Financial Advisors, LLC 0.01% Reduce -19.1% 6,269 $520K
Fifth Third Bancorp 0.00% Add +40.7% 6,248 $518K
Pekin Hardy Strauss, Inc. 0.06% Add +3.7% 6,239 $517K
Harmony Asset Management LLC 0.19% Reduce -11.0% 6,225 $516K
Legacy Capital Wealth Partners, LLC 0.12% No change 6,220 $516K
Garden State Investment Advisory Services LLC 0.14% Reduce -1.0% 6,011 $499K
IVC Wealth Advisors LLC 0.24% Add +1.2% 5,953 $494K
Key Financial Inc 0.10% Reduce -4.3% 5,935 $492K
Walkner Condon Financial Advisors LLC 0.09% Add +0.1% 5,899 $489K
Visionary Wealth Advisors 0.02% Reduce -4.0% 5,861 $486K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.2% 5,855 $485K
Stablepoint Partners, LLC 0.08% Add +9.0% 5,833 $484K
Narus Financial Partners, LLC 0.15% Add +20.8% 5,801 $481K
HB Wealth Management, LLC 0.00% New 5,780 $479K
Twin Focus Capital Partners, LLC 0.07% New 5,712 $474K
Keystone Financial Group 0.04% Add +0.3% 5,704 $473K
Elm3 Financial Group, LLC 0.39% Reduce -52.0% 5,623 $466K
First United Bank & Trust 0.16% Reduce -4.1% 5,607 $465K
Inspire Advisors, LLC 0.05% Reduce -0.1% 5,605 $465K
Allie Family Office LLC 0.23% Reduce -0.6% 5,590 $464K
Werba Rubin Papier Wealth Management 0.09% No change 5,576 $462K
Schmidt P J Investment Management Inc. 0.08% Add +16.9% 5,544 $460K
Darrow Company, Inc. 0.23% Add +0.1% 5,534 $459K
Tudor Investment Corporation 0.00% Reduce -45.1% 5,528 $458K
Fourth Dimension Wealth, LLC 0.19% Reduce -10.6% 5,522 $458K
Azimuth Capital Investment Management LLC 0.02% Reduce -14.4% 5,490 $455K
Wealth Effects LLC 0.17% Reduce -8.4% 5,469 $453K
Iron Gate Global Advisors LLC 0.05% Reduce -55.6% 5,447 $452K
Diversify Wealth Management, LLC 0.03% Reduce -15.8% 5,435 $451K
U.S. Capital Wealth Advisors, LLC 0.01% Add +4.0% 5,424 $450K
Greenleaf Trust 0.00% Reduce -47.5% 5,415 $449K
Willow Creek Wealth Management Inc. 0.04% New 5,398 $448K
Plotkin Financial Advisors, LLC 0.25% No change 5,392 $447K
Wedbush Securities Inc. 0.02% Reduce -43.6% 5,378 $446K
Davis R M Inc. 0.01% Reduce -10.3% 5,372 $445K
Atticus Wealth Management, LLC 0.12% New 5,278 $438K
Fiduciary Trust Co 0.01% Reduce -55.9% 5,274 $437K
Freestone Capital Holdings, LLC 0.01% Reduce -2.5% 5,241 $435K
Culbertson A N & Co. Inc. 0.07% Add +4.6% 5,230 $434K
Collaborative Wealth Managment Inc. 0.19% Reduce -5.1% 5,225 $433K
Meriwether Wealth & Planning, LLC 0.27% No change 5,223 $433K
Rockwood Wealth Management, LLC 0.04% New 5,217 $433K
Gateway Wealth Partners, LLC 0.08% New 5,209 $432K
Sawyer & Company, Inc 0.14% Add +10.3% 5,192 $429K
TD Waterhouse Canada Inc. 0.00% No change 5,188 $428K
Beaumont Financial Advisors, LLC 0.03% Reduce -3.4% 5,126 $425K
Financial Network Wealth Advisors LLC 0.52% Reduce -3.6% 5,124 $425K
Regions Financial Corp. 0.00% Add +24.0% 5,099 $423K
CoreCap Advisors, LLC 0.02% Reduce -2.7% 5,083 $422K
Integrity Financial Corp 0.21% Reduce -50.7% 5,076 $421K
Oxinas Partners, LLC 0.22% Reduce -0.8% 5,073 $421K
Wiser Advisor Group LLC 0.73% Reduce -3.1% 5,070 $420K
Silver Oak Securities, Incorporated 0.03% Add +40.2% 5,060 $420K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,050 $419K
Richmond Investment Services, LLC 0.09% New 5,047 $419K
Nestegg Advisors, Inc. 0.40% Reduce -26.6% 5,028 $417K
Gryphon Financial Partners LLC 0.05% Reduce -60.3% 5,010 $415K
Sage Investment Counsel LLC 0.48% No change 5,005 $415K
Creekmur Asset Management LLC 0.07% Add +132.8% 4,997 $414K
Guardian Wealth Advisors, LLC / NC 0.03% Add +4.8% 4,959 $411K
M&T Bank Corp 0.00% Add +18.9% 4,958 $411K
Evanson Asset Management, LLC 0.03% Add +13.3% 4,930 $409K
Wallace Advisory Group, LLC 0.30% Add +3.1% 4,984 $407K
Community Financial Services Group, LLC 0.08% No change 4,902 $406K
HSBC Holdings PLC 0.00% Add +0.9% 4,833 $401K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +18.1% 4,805 $398K
Kovack Advisors, Inc. 0.04% Add +12.6% 4,775 $396K
Tradewinds, LLC. 0.30% New 4,767 $395K
Merkkuri Wealth Advisors LLC 0.30% Add +1.2% 4,767 $395K
Bristlecone Advisors, LLC 0.03% Add +1.2% 4,767 $395K
Objectivity Squared, LLC 0.27% Add +35.9% 4,765 $395K
Ameliora Wealth Management Ltd. 0.14% No change 4,727 $392K
Principia Wealth Advisory, LLC 0.33% New 4,703 $390K
AlTi Global, Inc. 0.01% Reduce -18.4% 4,720 $390K
180 Wealth Advisors, LLC 0.05% Reduce -14.3% 4,684 $388K
Dynamic Wealth Strategies, LLC 0.28% Reduce -31.0% 4,666 $387K
Empower Advisory Group, LLC 0.00% Reduce -15.5% 4,637 $385K
GWN Securities Inc. 0.07% Add +44.3% 4,596 $384K
Zhang Financial LLC 0.02% Add +1.3% 4,595 $381K
SBI Securities Co., Ltd. 0.01% Add +1.4% 4,583 $380K
Summit Global Investments 0.02% Reduce -1.4% 4,561 $378K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -18.1% 4,530 $376K
Kingswood Wealth Advisors, LLC 0.03% Add +1.2% 4,500 $373K
Integrity Alliance, Llc. 0.02% Reduce -51.8% 4,447 $369K
Bedel Financial Consulting, Inc. 0.05% Add +0.3% 4,435 $368K
Mason Investment Advisory Services, Inc. 0.02% Add +0.9% 4,397 $365K
Evolution Wealth Advisors, LLC 0.05% New 4,390 $364K
Greenwood Capital Associates LLC 0.05% No change 4,386 $364K
Disciplined Investors, L.L.C. 0.28% Add +0.3% 4,358 $361K
Warwick Investment Management, Inc. 0.07% Add +5.7% 4,356 $361K
Laraway Financial Advisors Inc 0.27% No change 4,298 $356K
Obermeyer Wealth Partners 0.02% No change 4,246 $352K
Almanack Investment Partners, LLC. 0.06% New 4,241 $352K
Roger Wittlin Investment Advisory, LLC 0.19% Add +4.9% 4,203 $349K
Hayek Kallen Investment Management 0.12% Reduce -1.9% 4,190 $347K
Pinnacle Financial Group, LLC / IL 0.12% Add +2.5% 4,156 $345K
Lutz Financial Services LLC 0.03% Add +1.1% 4,127 $342K
Maripau Wealth Management LLC 0.17% Add +2.5% 4,125 $342K
Prosperity Consulting Group, LLC 0.03% Reduce -8.6% 4,124 $342K
Raab & Moskowitz Asset Management LLC 0.08% No change 4,115 $341K
Lake Street Private Wealth, LLC 0.05% Add +1.0% 4,112 $341K
TD Capital Management LLC 0.03% Reduce -6.5% 4,100 $340K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.0% 4,099 $340K
FSB Premier Wealth Management, Inc. 0.12% Reduce -2.8% 4,095 $340K
Valpey Financial Services, LLC 0.23% — 4,079 $338K
Charter Oak Capital Management, LLC 0.03% Add +2.2% 4,066 $337K
Timonier Family Office, LTD. 0.13% Reduce -53.5% 4,065 $337K
Boston Trust Walden Corp 0.00% No change 4,060 $337K
Grey Fox Wealth Advisors, LLC 0.08% Add +0.3% 4,048 $336K
Mach-1 Financial Group, LLC 0.10% New 4,040 $335K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +37.1% 4,035 $335K
Worth Asset Management, LLC 0.16% Reduce -46.4% 4,023 $334K
Caitlin John, LLC 0.30% Add +5.7% 4,018 $333K
Cedar Point Capital Partners, LLC 0.23% Reduce -0.6% 4,014 $333K
Brighton Jones LLC 0.01% New 4,013 $333K
Benchmark Wealth Management, LLC 0.15% No change 4,006 $332K
Ceeto Capital Group, LLC 0.12% No change 4,000 $332K
Hanover Advisors Inc. 0.13% Add +7.8% 3,954 $328K
Endeavor Private Wealth, Inc. 0.15% Reduce -56.3% 3,892 $323K
OMNI 360 Wealth, Inc. 0.20% Reduce -25.8% 3,858 $320K
Texas Yale Capital Corp. 0.01% Add +0.1% 3,854 $320K
UMB Bank, n.a. 0.01% Add +13.0% 3,835 $318K
Chapin Davis, Inc. 0.09% Reduce -3.2% 3,829 $318K
HC Advisors, LLC 0.22% No change 3,828 $317K
Focus Financial Network, Inc. 0.01% Add +4.8% 3,824 $317K
Burton Enright Welch 0.05% New 3,796 $315K
SeaCrest Wealth Management, LLC 0.03% Reduce -10.6% 3,796 $315K
Joel Isaacson & Co., LLC 0.01% Add +20.2% 3,793 $315K
Security National Bank 0.05% No change 3,750 $311K
Davidson Investment Advisors 0.01% No change 3,750 $311K
Parkside Financial Bank & Trust 0.03% Add +1.2% 3,733 $310K
Columbus Macro, LLC 0.04% Reduce -80.1% 3,732 $309K
Centaurus Financial, Inc. 0.02% Reduce -11.7% 3,682 $305K
Wells Financial Advisors INC 0.41% Reduce -14.5% 3,640 $302K
Twin Peaks Wealth Advisors, LLC 0.10% New 3,626 $301K
RPS Advisory Solutions LLC 0.16% No change 3,609 $299K
Capital Investment Advisors, LLC 0.01% Reduce -20.1% 3,603 $299K
Breed's Hill Capital LLC 0.14% No change 3,600 $299K
Stephens Group Asset Management, LLC 0.02% Reduce -12.8% 3,587 $297K
Hennion & Walsh Asset Management, Inc. 0.01% Add +0.2% 3,580 $297K
Mustard Seed Financial, LLC 0.21% No change 3,561 $295K
JFS Wealth Advisors, LLC 0.02% No change 3,543 $294K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $292K
Valued Retirements, Inc. 0.32% Add +0.8% 3,470 $288K
Northstar Financial Companies, Inc. 0.30% No change 3,426 $284K
Maseco LLP 0.01% — 3,402 $282K
Bokf, NA 0.00% Reduce -17.5% 3,398 $282K
Compound Planning, Inc. 0.01% New 3,393 $281K
YANKCOM Partnership 0.14% No change 3,365 $279K
BCS Wealth Management 0.06% Reduce -1.7% 3,369 $279K
Redmont Wealth Advisors LLC 0.40% No change 3,328 $276K
Rothschild Wealth LLC 0.07% Add +6.4% 3,295 $273K
Total Clarity Wealth Management, Inc. 0.08% Reduce -9.9% 3,286 $272K
Kanawha Capital Management LLC 0.02% No change 3,274 $271K
Aberdeen Group plc 0.00% New 3,266 $270K
Texas Bank & Trust Co 0.11% Add +0.5% 3,254 $270K
Csenge Advisory Group 0.01% Add +0.4% 3,273 $267K
SeaBridge Investment Advisors LLC 0.05% Reduce -14.9% 3,206 $266K
Balefire, LLC 0.06% New 3,196 $265K
Tyche Wealth Partners LLC 0.05% Add +17.8% 3,190 $265K
Seaview Investment Managers LLC 0.06% Add +22.3% 3,189 $264K
Continuum Advisory, LLC 0.03% Reduce -9.3% 3,173 $263K
Anson Capital, Inc. 0.21% Add +1.2% 3,163 $262K
Sax Wealth Advisors, LLC 0.02% Reduce -2.2% 3,131 $260K
Strategic Blueprint, LLC 0.01% New 3,123 $259K
Pinkerton Wealth, LLC 0.03% Add +1.0% 3,101 $257K
Ti-Trust, Inc. 0.17% No change 3,091 $256K
Franklin Resources Inc. 0.00% Reduce -3.9% 3,075 $255K
Wealth Dimensions Group, Ltd. 0.06% Add +14.7% 3,059 $254K
Brass Tax Wealth Management, Inc. 0.05% Reduce -7.1% 3,055 $253K
Integrity Wealth Solutions LLC 0.12% Add +1.2% 3,044 $252K
Raffa Wealth Management, LLC 0.05% Reduce -7.7% 3,019 $250K
17 Capital Partners, LLC 0.14% Add +19.3% 3,009 $250K
Nilsine Partners, LLC 0.03% Add +0.1% 2,995 $248K
Members Trust Co 0.01% Reduce -99.0% 2,988 $248K
Sound Income Strategies, LLC 0.01% Reduce -0.6% 2,987 $248K
Ausdal Financial Partners, Inc. 0.02% Reduce -3.5% 2,964 $246K
Howard Wealth Management, LLC 0.12% Reduce -6.1% 2,948 $244K
Creekside Partners 0.12% Add +1.1% 2,944 $244K
Callahan Advisors, LLC 0.02% Add +0.1% 2,941 $244K
First Hawaiian Bank 0.03% No change 2,932 $243K
UNIVEST FINANCIAL Corp 0.01% Add +0.2% 2,923 $242K
Swmg, LLC 0.08% Reduce -18.4% 2,929 $242K
Minot DeBlois Advisors LLC 0.23% No change 2,900 $240K
Debussy Capital Management LP 0.04% Add +0.3% 2,878 $239K
Middleton & Co. Inc. 0.03% Reduce -14.8% 2,875 $238K
First Heartland Consultants, Inc. 0.02% New 2,851 $236K
Magnolia Capital Advisors LLC 0.06% Reduce -16.5% 2,841 $236K
Peak Retirement Planning, Inc. 0.09% New 2,834 $235K
Berger Financial Group, Inc 0.02% Reduce -0.7% 2,817 $234K
Planning Directions Inc. 0.13% Reduce -56.5% 2,797 $232K
Baskin Financial Services Inc. 0.02% Reduce -32.3% 2,793 $231K
Stevens Capital Partners 0.08% New 2,776 $231K
Lifeworks Advisors, LLC 0.03% Reduce -0.8% 2,771 $230K
Argentarii, LLC 0.10% New 2,733 $227K
WealthShield Partners, LLC 0.03% Add +1.0% 2,730 $226K
NorthLanding Financial Partners, LLC 0.20% Add +1.2% 2,704 $224K
DHJJ Financial Advisors, Ltd. 0.08% Add +567.8% 2,678 $222K
Sunburst Financial Group, LLC 0.05% Add +0.3% 2,649 $220K
Security Financial Services, INC. 0.04% No change 2,636 $219K
Wescott Financial Advisory Group, LLC 0.02% Add +0.7% 2,635 $218K
Smith Anglin Financial, LLC 0.02% Reduce -40.0% 2,622 $217K
Moloney Securities Asset Management, LLC 0.03% New 2,614 $217K
Ninety One UK Ltd 0.00% No change 2,610 $216K
Citizens Business Bank 0.04% New 2,609 $216K
Mendel Capital Management LLC 0.12% No change 2,602 $216K
Federation des caisses Desjardins du Quebec 0.00% No change 2,593 $215K
TigerOak Management, L.L.C. 0.07% No change 2,578 $214K
Elios Financial Group Inc. 0.10% Add +1.1% 2,537 $210K
Whitaker-Myers Wealth Managers, LTD. 0.05% Reduce -9.2% 2,528 $210K
Advisor OS, LLC 0.02% Reduce -40.6% 2,515 $209K
ProVise Management Group, LLC 0.02% Add +0.0% 2,508 $208K
Vision Financial Markets LLC 0.20% Reduce -0.4% 2,501 $207K
Good Life Advisors, LLC 0.01% Reduce -65.3% 2,487 $206K
Valley Forge Investment Consultants Inc. Adv 0.07% Add +1.2% 2,482 $206K
Van Hulzen Asset Management, LLC 0.02% New 2,475 $205K
Advisor Resource Council 0.10% Reduce -95.6% 2,460 $204K
Certior Financial Group, LLC 0.16% New 2,455 $204K
Fort Point Capital Partners LLC 0.02% New 2,429 $201K
Armstrong Advisory Group, Inc. 0.02% Add +0.8% 2,426 $201K
Newport Capital Group, LLC 0.14% Reduce -7.9% 2,420 $201K
Ritholtz Wealth Management 0.00% New 2,417 $200K
Clearstead Advisors, LLC 0.00% Add +61.9% 2,386 $198K
Ancora Advisors LLC 0.00% Add +248.7% 2,361 $196K
Halbert Hargrove Global Advisors, LLC 0.01% Add +13.4% 2,325 $193K
Breakwater Investment Management 0.07% Reduce -29.7% 2,268 $188K
Pinnacle Bancorp, Inc. 0.06% Reduce -19.9% 2,259 $187K
AdvisorNet Financial, Inc 0.01% Add +148.6% 2,222 $184K
N.E.W. Advisory Services LLC 0.02% Reduce -5.9% 2,168 $180K
Front Row Advisors LLC 0.06% Reduce -4.5% 2,111 $175K
Golden State Wealth Management, LLC 0.02% Add +6.3% 2,033 $169K
Barrett & Company, Inc. 0.06% Reduce -14.8% 1,966 $163K
Urban Financial Advisory Corp 0.08% Add +1.2% 1,954 $162K
Abound Wealth Management 0.05% New 1,951 $162K
Ridgewood Investments LLC 0.07% No change 1,891 $157K
Eastern Bank 0.00% No change 1,880 $156K
Sage Mountain Advisors LLC 0.01% No change 1,846 $153K
Hills Bank & Trust Co 0.01% No change 1,822 $151K
Powell Investment Advisors, LLC 0.06% Reduce -46.8% 1,820 $151K
Grove Bank & Trust 0.02% New 1,785 $148K
Graney & King, LLC 0.10% Add +69.7% 1,770 $147K
Chung Wu Investment Group, LLC 0.15% New 1,743 $145K
McIlrath & Eck, LLC 0.02% Add +0.1% 1,652 $137K
Coastline Trust Co 0.02% No change 1,628 $135K
JNBA Financial Advisors 0.01% Reduce -0.4% 1,616 $134K
Investors Research Corp 0.03% No change 1,597 $132K
AlphaCore Capital LLC 0.01% Add +187.0% 1,587 $132K
Fairscale Capital, LLC 0.09% New 1,489 $123K
Larson Financial Group LLC 0.00% Reduce -15.8% 1,426 $118K
Pillar Financial Advisors, LLC 0.08% No change 1,400 $116K
Trust Co. of Vermont 0.01% Add +29.1% 1,349 $112K
Sachetta, LLC 0.04% Reduce -3.6% 1,338 $111K
S.A. Mason LLC 0.05% No change 1,310 $109K
Strategic Wealth Partners, Ltd. 0.01% — 1,290 $107K
Capital Investment Advisory Services, LLC 0.01% Add +0.4% 1,267 $105K
Vermillion Wealth Management, Inc. 0.05% Reduce -25.5% 1,265 $105K
Garde Capital, Inc. 0.01% No change 1,242 $103K
GPS Wealth Strategies Group, LLC 0.01% Add +7.5% 1,236 $102K
MorganRosel Wealth Management, LLC 0.03% No change 1,150 $95K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,132 $93K
Financial Connections Group, Inc. 0.04% Add +3.3% 1,113 $92K
Eukles Asset Management 0.04% No change 1,103 $91K
Hantz Financial Services, Inc. 0.00% Add +45.4% 1,060 $88K
Parkworth Wealth Management, Inc. 0.06% Add +1.3% 1,042 $86K
Robinswood Financial LLC 0.03% Add +0.9% 1,040 $86K
Anfield Capital Management, LLC 0.03% Add +186.9% 1,007 $84K
Bernard Wealth Management Corp. 0.04% No change 967 $80K
American National Bank & Trust 0.01% Add +566.9% 947 $79K
Smallwood Wealth Investment Management, LLC 0.04% Add +10.9% 912 $76K
Delta Asset Management LLC 0.01% No change 901 $75K
Bogart Wealth, LLC 0.00% Reduce -32.7% 847 $70K
Consultiva Wealth Management, Corp. 0.21% No change 832 $69K
Signaturefd, LLC 0.00% Reduce -36.4% 771 $64K
Proffitt & Goodson Inc. 0.01% No change 760 $63K
Brooklyn Investment Group 0.01% Add +71500.0% 716 $59K
Strategic Investment Solutions, Inc. 0.02% Add +606.9% 714 $59K
Chilton Capital Management LLC 0.00% No change 700 $58K
Rothschild Investment LLC 0.00% Reduce -8.0% 690 $57K
Rossby Financial, LCC 0.02% Add +6.6% 680 $56K
Richardson Financial Services Inc. 0.04% Reduce -11.6% 654 $54K
Piscataqua Savings Bank 0.04% No change 644 $53K
MCF Advisors LLC 0.00% No change 630 $52K
Cullen/Frost Bankers, Inc. 0.00% Reduce -27.7% 611 $51K
LRI Investments, LLC 0.00% No change 587 $49K
Turim 21 Investimentos Ltda. 0.01% No change 521 $43K
Kiker Wealth Management, LLC 0.02% Add +4.5% 509 $42K
Transce3nd, LLC 0.02% Add +28.8% 496 $41K
Colonial Trust Co / SC 0.01% Reduce -46.6% 489 $41K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $39K
Delos Wealth Advisors, LLC 0.03% New 447 $37K
Allianz SE 0.00% No change 430 $36K
Salem Investment Counselors Inc. 0.00% No change 425 $35K
Glen Eagle Advisors, LLC 0.01% Add +16.0% 421 $35K
ORG Partners LLC 0.01% Add +360.0% 414 $34K
NewSquare Capital LLC 0.00% New 401 $33K
Archer Investment Corp 0.01% Add +0.3% 401 $33K
Centennial Bank 0.01% No change 400 $33K
Mascoma Wealth Management LLC 0.01% No change 397 $33K
Chapman Financial Group, LLC 0.03% — 372 $31K
Nvwm, LLC 0.01% No change 369 $31K
Anchor Investment Management, LLC 0.00% Reduce -52.5% 360 $30K
Physician Wealth Advisors, Inc. 0.00% No change 358 $30K
Aspect Partners, LLC 0.01% New 343 $28K
Caldwell Trust Co 0.00% No change 303 $25K
Clearstead Trust, LLC 0.00% New 293 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $22K
TruNorth Capital Management, LLC 0.00% Reduce -3.7% 260 $22K
Opal Wealth Advisors, LLC 0.01% Reduce -0.8% 250 $21K
Trust Co. of Toledo NA 0.00% New 250 $21K
Tompkins Financial Corp. 0.00% Add +48.2% 249 $21K
Financial Gravity Companies, Inc. 0.00% — 247 $20K
Keystone Financial Group, Inc. 0.01% Add +0.8% 249 $20K
First PREMIER Bank 0.00% Reduce -82.3% 235 $19K
Evolution Wealth Management Inc. 0.02% — 229 $19K
Reyes Financial Architecture, Inc. 0.02% Reduce -50.5% 227 $19K
Costello Asset Management, INC 0.01% No change 224 $19K
Pineridge Advisors LLC 0.01% Add +0.9% 223 $19K
2UniFi Bank 0.01% No change 221 $18K
Raelipskie Partnership 0.01% No change 215 $18K
HM Payson & Co. 0.00% Reduce -85.5% 206 $17K
EPG Wealth Management LLC 0.00% Add +212.9% 194 $16K
Clarity Asset Management, Inc. 0.01% New 194 $16K
Blume Capital Management, Inc. 0.00% New 190 $16K
Dunhill Financial, LLC 0.00% Add +2816.7% 175 $15K
Cranbrook Wealth Management, LLC 0.00% No change 174 $14K
Angeles Wealth Management, LLC 0.00% New 164 $14K
Tidemark, LLC 0.00% Add +0.6% 163 $14K
Exchange Traded Concepts, LLC 0.00% New 163 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
MPWM Advisory Solutions, LLC 0.01% Add +0.6% 159 $13K
Hoese & Co LLP 0.01% No change 158 $13K
Cape Investment Advisory, Inc. 0.00% Add +76.4% 157 $13K
Stephens Consulting, LLC 0.00% No change 155 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
Total Investment Management Inc. 0.00% New 146 $12K
Harbor Investment Advisory, LLC 0.00% Reduce -61.9% 142 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -20.9% 136 $11K
Center for Financial Planning, Inc. 0.00% New 135 $11K
Kilter Group LLC 0.01% New 134 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Indiana Trust & Investment Management Co 0.00% Reduce -64.3% 125 $10K
Citizens National Bank Trust Department 0.00% No change 125 $10K
Ascentis Wealth Management, LLC 0.00% No change 123 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
FSA Wealth Management LLC 0.00% Add +107.7% 54 $10K
Decker Retirement Planning Inc. 0.01% New 117 $10K
Aventura Private Wealth, LLC 0.00% Add +21.1% 115 $10K
Brown Brothers Harriman & Co. 0.00% Reduce -73.3% 113 $9K
Scarborough Advisors, LLC 0.00% New 110 $9K
Riggs Asset Managment Co. Inc. 0.00% New 107 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Legacy Investment Solutions, LLC 0.00% — 106 $9K
Legacy Wealth Managment, LLC 0.00% Add +488.9% 106 $9K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
Mendota Financial Group, LLC 0.01% No change 97 $8K
Roble, Belko & Company, Inc 0.00% No change 100 $8K
O'shaughnessy Asset Management, LLC 0.00% Add +84.6% 96 $8K
Trust Co 0.00% No change 93 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
SIMA Wealth Partners, LLC 0.01% No change 75 $6K
Centricity Wealth Management, LLC 0.00% No change 73 $6K
Cornerstone Planning Group LLC 0.00% Reduce -92.0% 60 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Bangor Savings Bank 0.00% No change 55 $5K
Register Financial Advisors LLC 0.00% New 53 $4K
Pandora Wealth, Inc. 0.00% No change 50 $4K
Millstone Evans Group, LLC 0.00% New 48 $4K
Prudent Man Investment Management, Inc. 0.00% No change 49 $4K
Bellwether Advisors, LLC 0.00% No change 46 $4K
Nemes Rush Group LLC 0.00% New 44 $4K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -48.2% 43 $4K
Traub Capital Management LLC 0.00% — 41 $3K
Broadwater Capital Management LLC 0.00% Add +8192.1% 3,151 $3K
Smartleaf Asset Management LLC 0.00% New 37 $3K
Simplex Trading, LLC 0.00% Reduce -88.6% 40 $3K
Bell Investment Advisors, Inc 0.00% Add +337.5% 35 $3K
Salomon & Ludwin, LLC 0.00% Add +190.9% 32 $3K
Oliver Lagore Vanvalin Investment Group 0.00% — 28 $2K
Medallion Wealth Advisors, LLC 0.00% Reduce -48.1% 27 $2K
Asset Dedication, LLC 0.00% No change 26 $2K
Wood Tarver Financial Group, LLC 0.00% No change 26 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Albion Financial Group 0.00% New 24 $2K
GAMMA Investing LLC 0.00% Reduce -88.0% 19 $2K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
NFSG Corp 0.00% New 14 $1K
Navigoe, LLC 0.00% New 19 $1K
CKW Financial Group 0.00% No change 8 $1K
Ameriflex Group, Inc. 0.00% Reduce -92.5% 8 $644
Signature Resources Capital Management, LLC 0.00% No change 6 $498
Pension & Wealth Management Advisors, Inc. 0.00% No change 1 $130
Frazier Financial Advisors, LLC 0.00% New 1 $84
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.