Vanguard Int-Term CorporateVCITETF

13F holders, Q3 2025 (September 30)
1,214holders +17
96new positions
67sold out
5famous investors
$84.11avg. 13F price*

At the end of Q3 2025, 1,214 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 17 from Q2 2025. 96 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($6.9B), Fisher Asset Management ($6.8B) and JPMorgan Chase & Co. ($4.5B). 5 famous investors held it, including Ken Fisher (2.5% of Fisher Asset Management's portfolio), David E. Shaw (0.7% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions96$195.7M
Exits67$956.8M

All 13F filers, Q2 2025 → Q3 2025: 34,696,818 shares bought and 48,157,365 shares sold, net −13,460,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,214 holders

Bank of America Corp. 0.52% Add +7.7% 82,297,228 $6.9B
Fisher Asset Management 2.45% Reduce -21.1% 80,637,353 $6.8B
JPMorgan Chase & Co. 0.29% Reduce -3.7% 53,271,367 $4.5B
Creative Planning 1.70% Add +3.6% 26,438,339 $2.2B
Morgan Stanley 0.10% Add +10.3% 19,649,006 $1.7B
Royal Bank of Canada 0.20% Add +10.4% 13,388,773 $1.1B
Envestnet Asset Management Inc. 0.25% Add +2.8% 10,372,500 $872.4M
Prudential PLC 6.40% Reduce -19.0% 10,355,151 $871.0M
LPL Financial LLC 0.25% Add +6.1% 10,290,905 $865.6M
D. E. Shaw & Co. 0.75% Add +131.1% 10,274,488 $864.2M
Goldman Sachs Group Inc. 0.12% Add +23.1% 9,623,730 $809.5M
Wells Fargo & Company 0.17% Add +5.0% 9,611,774 $808.4M
Ameriprise Financial Inc. 0.13% Reduce -20.2% 6,548,792 $550.4M
Wealthfront Advisers LLC 1.00% Add +3.9% 5,061,712 $425.7M
Raymond James Financial Inc. 0.13% Add +10.3% 4,620,873 $388.7M
Baird Financial Group, Inc. 0.61% Add +15.9% 4,486,140 $377.3M
Nepc LLC 9.79% No change 4,423,287 $372.0M
PNC Financial Services Group, Inc. 0.20% Add +2.6% 3,999,780 $336.4M
UBS Group AG 0.06% Add +5.9% 3,825,787 $321.8M
State of Tennessee, Department of Treasury 0.76% Add +2.9% 2,725,901 $229.3M
Varma Mutual Pension Insurance Co 1.46% No change 2,700,000 $227.1M
Commonwealth Equity Services, LLC 0.25% Add +1.4% 2,272,239 $191.1M
Blue Trust, Inc. 2.05% Add +1.3% 2,172,062 $182.7M
Bank of New York Mellon Corp 0.03% Add +5.6% 1,924,183 $161.8M
Corient Private Wealth LP 0.25% Reduce -2.3% 1,913,093 $160.9M
First Interstate Bank 8.26% Add +2.0% 1,779,047 $149.6M
BlackRock, Inc. 0.00% Add +4.5% 1,698,816 $142.9M
Facet Wealth, Inc. 2.76% Add +5.6% 1,585,595 $133.4M
State Farm Mutual Automobile Insurance Co. 0.11% Reduce -4.3% 1,542,000 $129.7M
Focus Partners Wealth 0.18% Add +7.1% 1,331,135 $112.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.24% Add +2.6% 1,323,030 $111.3M
Brandywine Oak Private Wealth LLC 9.10% Add +138.3% 1,245,035 $104.7M
Assetmark, Inc. 0.22% Add +4.5% 1,243,635 $104.6M
Janney Montgomery Scott LLC 0.24% Add +11.0% 1,221,727 $102.8M
Equitable Holdings, Inc. 0.73% Add +15.8% 1,186,510 $99.8M
Cetera Investment Advisers 0.12% Add +46.9% 1,185,311 $99.7M
Legacy Edge Advisors, LLC 11.58% Add +12.0% 1,169,012 $98.3M
Constellation Investments, Inc. 4.37% Reduce -8.4% 1,112,575 $93.6M
Truist Financial Corp. 0.13% Add +7.8% 1,107,860 $93.2M
Manufacturers Life Insurance Company, The 0.08% Reduce -9.8% 1,106,373 $93.1M
HighTower Advisors, LLC 0.10% Add +3.9% 1,091,430 $91.8M
Aozora Bank, LTD. 93.20% No change 1,090,000 $91.7M
Capital Advantage, Inc. 12.83% Reduce -2.0% 1,014,707 $85.3M
Rebalance, LLC 5.12% Add +4.2% 1,008,775 $84.8M
Robertson Stephens Wealth Management, LLC 2.50% Add +11.5% 985,198 $82.9M
Mather Group, Llc. 0.77% Add +5.3% 910,254 $76.6M
Hilton Capital Management, LLC 6.19% Add +135.2% 909,270 $76.5M
Osaic Holdings, Inc. 0.10% Add +58.2% 893,179 $75.0M
Davidson Capital Management Inc. 15.98% Reduce -0.8% 850,574 $71.5M
Busey Bank 1.97% Add +2.4% 839,329 $70.6M
Scotia Capital Inc. 0.30% Add +21.6% 830,465 $69.9M
Bridgewater Advisors Inc. 4.80% Add +14.0% 826,583 $69.3M
Strategic Financial Services, Inc. 3.46% Add +1.2% 818,802 $68.9M
Cambridge Investment Research Advisors, Inc. 0.19% Add +57.1% 818,395 $68.8M
Benjamin Edwards Inc. 0.75% Add +11.3% 787,690 $66.3M
Patriot Investment Management Group, Inc. 4.26% Add +3.1% 775,555 $65.2M
American Century Companies Inc. 0.03% Reduce -3.5% 757,900 $63.7M
1832 Asset Management L.P. 0.11% Reduce -0.8% 751,576 $63.2M
Keybank National Association 0.22% Add +6.5% 750,172 $63.1M
Flputnam Investment Management Co. 0.92% Add +14.6% 729,897 $61.4M
Cape Cod Five Cents Savings Bank 5.51% No change 718,432 $60.2M
Steele Capital Management, Inc. 2.63% Add +75.4% 705,022 $59.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Reduce -21.5% 691,800 $58.2M
WestEnd Advisors, LLC 1.35% Add +10.4% 687,575 $57.8M
RiverFront Investment Group, LLC 0.97% Add +1.3% 653,979 $55.0M
GDS Wealth Management 3.56% Add +12.6% 640,284 $53.9M
Dodds Wealth, LLC 13.31% Add +5.7% 638,863 $53.7M
Bartlett & Co. Wealth Management LLC 0.70% Add +0.8% 625,639 $52.6M
Strategic Wealth Investment Group, LLC 4.41% Add +3236.7% 622,260 $52.3M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -0.1% 599,818 $50.5M
Stifel Financial Corp. 0.05% Add +9.6% 596,705 $50.2M
Financial Advisory Partners, LLC 14.41% Add +5.4% 586,438 $49.3M
Jones Financial Companies LLLP 0.03% Add +30.1% 580,685 $48.7M
&partners 0.31% Add +6.4% 572,562 $48.2M
Bank of Montreal 0.02% Add +9.3% 565,655 $47.6M
Arkos Global Advisors 6.04% Add +0.8% 563,990 $47.4M
Mercer Global Advisors Inc. 0.08% Add +224.5% 560,874 $47.2M
Private Advisor Group, LLC 0.23% Add +10.4% 558,094 $46.9M
Hanson & Doremus Investment Management 5.88% Add +7.0% 555,347 $46.7M
Arista Wealth Management, LLC 5.78% Add +7.6% 552,224 $46.4M
Advisory Alpha, LLC 1.27% Add +6.6% 540,981 $45.5M
DecisionPoint Financial, LLC 10.28% Add +4.5% 524,622 $44.1M
BNP Paribas 1.29% Add +277.5% 508,581 $42.8M
Howe & Rusling Inc. 2.89% Add +10.9% 500,614 $42.1M
Focused Wealth Management, Inc 4.51% Add +10.0% 495,624 $41.7M
Stonebridge Capital Advisors LLC 2.96% Add +4.3% 493,598 $41.5M
Hudock, Inc. 6.18% Add +1.2% 484,052 $40.7M
Bishop & Co Investment Management, LLC 13.50% Add +7.0% 479,730 $40.4M
Southern Farm Bureau Life Insurance 4.75% Add +98.4% 479,036 $40.3M
Waverly Advisors, LLC 0.40% Add +3.3% 471,211 $39.6M
Tidal Investments LLC 0.17% Add +7.8% 470,250 $39.4M
MilWealth Group LLC 9.37% Add +2.8% 457,269 $38.5M
Newton One Investments LLC 11.20% Add +0.9% 449,638 $37.8M
Alliancebernstein L.P. 0.01% Add +0.8% 445,036 $37.4M
Mariner, LLC 0.05% Add +13.0% 433,564 $36.5M
Cypress Financial Planning LLC 11.08% Add +3.7% 428,989 $36.1M
Cwm, LLC 0.11% Add +5.4% 427,129 $35.9M
Allen Investment Management, LLC 0.39% Reduce -0.2% 420,163 $35.3M
Essex LLC 6.33% Reduce -29.6% 415,331 $34.9M
CWA Asset Management Group, LLC 1.27% Add +8.2% 407,294 $34.3M
American Financial Advisors, LLC 4.37% Add +15.1% 403,463 $33.9M
Citigroup Inc. 0.02% Add +1.0% 396,237 $33.3M
Rakuten Investment Management, Inc. 0.12% — 395,967 $33.3M
Sanctuary Advisors, LLC 0.19% Add +11.4% 395,502 $33.3M
Rosenberg Matthew Hamilton 7.08% Add +24.2% 389,175 $32.7M
Advisors Capital Management, LLC 0.41% Add +7.1% 388,516 $32.7M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $32.4M
Capital Advisors Wealth Management, LLC 4.62% Add +2.4% 384,891 $32.4M
NewEdge Advisors, LLC 0.15% Reduce -10.1% 383,058 $32.2M
Fiducient Advisors LLC 3.73% Reduce -30.7% 379,101 $31.9M
Marion Wealth Management 7.46% Add +1.1% 374,142 $31.5M
Great Lakes Retirement, Inc. 3.43% Add +3.9% 374,003 $31.5M
Penserra Capital Management LLC 0.37% Add +16.0% 369,480 $31.1M
Lebenthal Global Advisors, LLC 5.42% Reduce -0.4% 368,224 $31.0M
Bessemer Group Inc. 0.05% Reduce -0.5% 363,877 $30.6M
Full Sail Capital, LLC 1.68% Reduce -1.3% 361,676 $30.4M
WESCAP Management Group, Inc. 6.30% Add +0.7% 356,451 $30.0M
Badgley Phelps Wealth Managers, LLC 0.62% Reduce -2.7% 353,027 $29.7M
CBIZ Investment Advisory Services, LLC 1.16% Add +7.7% 352,946 $29.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +8.6% 348,657 $29.3M
Meridian Management Co. 7.72% Add +5.7% 342,910 $28.8M
Apella Capital, LLC 0.64% Add +39.8% 340,291 $28.8M
25 LLC 9.26% Add +4.6% 323,389 $27.2M
Vise Technologies, Inc. 1.01% Add +2.0% 323,251 $27.2M
Old National Bancorp 0.46% Add +5.0% 322,953 $27.2M
Pacific Capital Wealth Advisors, Inc. 4.69% Add +14.2% 322,011 $27.1M
GenTrust, LLC 1.22% Add +1.7% 318,692 $26.8M
Summit Financial, LLC 0.41% Add +16.9% 317,625 $26.7M
Pioneer Wealth Management Group 8.61% Add +9.7% 317,200 $26.7M
Susquehanna International Group, LLP 0.04% New 313,039 $26.3M
1834 Investment Advisors Co. 3.22% Add +0.7% 311,761 $26.2M
Berkeley Capital Partners, LLC 6.15% Add +2.5% 309,088 $26.0M
Winch Advisory Services, LLC 5.85% Add +2.2% 309,038 $26.0M
Hassell Wealth Management, LLC 9.01% Add +4.5% 308,768 $26.0M
TD Private Client Wealth LLC 0.57% Add +12.6% 303,386 $25.5M
Florida Trust Wealth Management Co 0.72% Add +48.1% 300,726 $25.3M
Qube Research & Technologies Ltd 0.03% Reduce -1.9% 292,772 $24.6M
Concurrent Investment Advisors, LLC 0.42% Reduce -1.0% 291,807 $24.5M
Avior Wealth Management, LLC 0.76% Reduce -3.5% 282,022 $23.7M
Insight Wealth Partners, LLC 10.37% New 279,065 $23.5M
Victory Capital Management Inc. 0.01% Add +10.6% 276,478 $23.3M
SpringVest Wealth Management LLC 17.03% Add +7.4% 275,275 $23.2M
First Financial Bankshares Inc 0.47% Add +2.1% 273,000 $23.0M
Parallel Advisors, LLC 0.42% Add +1.7% 272,314 $22.9M
BIP Wealth, LLC 1.13% Add +214.1% 271,833 $22.9M
Steward Partners Investment Advisory, LLC 0.13% Add +2.3% 271,247 $22.8M
RKL Wealth Management LLC 1.90% Add +0.8% 265,337 $22.3M
Power Wealth Management LLC 7.77% Reduce -7.0% 253,607 $21.3M
Foundations Investment Advisors, LLC 0.31% Add +2.3% 253,469 $21.3M
Global Wealth Management Investment Advisory, Inc. 3.55% Add +3.0% 251,655 $21.2M
My Personal CFO, LLC 8.11% New 248,946 $20.9M
Foundation Wealth Management, LLC\PA 8.11% Add +42.0% 248,946 $20.9M
Union Bancaire Privee, UBP SA 0.30% Add +9.5% 248,818 $20.7M
Ameritas Investment Partners, Inc. 0.60% Add +7.9% 234,801 $19.7M
Park Avenue Securities LLC 0.15% Add +3.9% 233,529 $19.6M
Tower Research Capital LLC (TRC) 0.52% Add +664.0% 224,890 $18.9M
Cohen & Steers, Inc. 0.03% Add +135.8% 223,974 $18.8M
Beacon Pointe Advisors, LLC 0.16% Add +40.1% 222,089 $18.7M
Financial Management Network Inc. 3.08% Add +12.8% 222,374 $18.7M
Principal Financial Group Inc. 0.01% Reduce -31.9% 220,395 $18.5M
Exencial Wealth Advisors, LLC 0.60% Add +4.1% 219,321 $18.4M
Alpha Cubed Investments, LLC 0.64% Add +0.3% 217,820 $18.3M
Crews Bank & Trust 2.68% Add +3.2% 217,642 $18.3M
GoalFusion Wealth Management, LLC 8.73% Add +10.3% 217,257 $18.3M
Comerica Bank 0.07% Add +1.7% 215,271 $18.1M
Janus Henderson Group PLC 0.01% Reduce -1.2% 214,918 $18.1M
Vestmark Advisory Solutions, Inc. 0.34% Add +1315.2% 214,229 $18.0M
Hall Capital Management Co. Inc. 7.10% Add +6.5% 214,044 $18.0M
Bragg Financial Advisors, Inc 0.59% Add +2.8% 212,816 $17.9M
Modera Wealth Management, LLC 0.21% Reduce -0.8% 211,826 $17.8M
First National Trust Co 0.60% Add +1.2% 208,865 $17.6M
Rockefeller Capital Management L.P. 0.03% Reduce -14.2% 205,191 $17.3M
Allspring Global Investments Holdings, LLC 0.03% Add +134.6% 200,981 $16.9M
Summit Asset Management, LLC 2.59% Add +4.1% 200,091 $16.8M
Elevation Point Wealth Partners, LLC 1.17% New 199,045 $16.7M
Keyvantage Wealth, LLC 6.98% Add +4.3% 197,867 $16.6M
White Lighthouse Investment Management Inc. 2.54% Reduce -4.8% 197,842 $16.6M
West Financial Advisors, LLC 2.75% Add +1.9% 197,795 $16.6M
Equita Financial Network, Inc. 5.59% Add +10.3% 196,653 $16.5M
Envestnet Portfolio Solutions, Inc. 0.06% Add +3.6% 196,434 $16.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +35.2% 194,010 $16.3M
1 North Wealth Services LLC 6.63% Reduce -1.5% 192,374 $16.2M
TAGStone Capital, Inc. 6.34% Reduce -4.0% 190,357 $16.0M
MML Investors Services, LLC 0.04% Reduce -45.1% 189,307 $15.9M
Prudential Financial Inc. 0.02% No change 188,364 $15.8M
PFG Advisors 0.65% Add +2.7% 187,482 $15.8M
Gunma Bank,Ltd. 4.90% Add +47.6% 186,000 $15.6M
Financial Futures Ltd Liability Co. 7.60% Add +2.4% 185,977 $15.6M
Belpointe Asset Management LLC 0.59% Add +30.5% 183,512 $15.4M
NewEdge Wealth, LLC 0.22% Reduce -1.7% 181,036 $15.1M
Principal Securities, Inc. 0.25% Add +0.7% 178,498 $15.0M
Quaker Wealth Management, LLC 4.85% Add +3.0% 177,406 $14.9M
Topsail Wealth Management, LLC 2.52% Add +4.8% 176,598 $14.9M
Sequoia Financial Advisors, LLC 0.09% Reduce -80.0% 176,485 $14.8M
United Services Automobile Association 1.04% Reduce -1.2% 176,225 $14.8M
JT Stratford LLC 1.99% Reduce -22.2% 176,158 $14.8M
Thrivent Financial for Lutherans 0.03% Add +7.7% 175,847 $14.7M
Roundview Capital LLC 0.93% Reduce -4.3% 174,640 $14.7M
Cordant, Inc. 6.62% Add +3.8% 174,275 $14.7M
Longview Financial Advisors LLC 8.44% Add +46.2% 174,065 $14.6M
Towerpoint Wealth, LLC 5.97% Reduce -16.2% 173,521 $14.6M
Coyle Financial Counsel LLC 3.36% Add +17.1% 173,219 $14.6M
Matrix Trust Co 2.27% Add +93.4% 172,661 $14.5M
Financial Freedom, LLC 7.08% Reduce -1.6% 168,930 $14.2M
Cascade Wealth Advisors, Inc 6.97% Add +50.2% 169,031 $14.2M
Captrust Financial Advisors 0.03% Reduce -1.6% 167,245 $14.1M
St Germain D J Co. Inc. 0.56% Add +2.4% 166,937 $14.0M
Old Mission Capital LLC 0.49% New 162,966 $13.7M
Atria Investments, Inc 0.15% Add +9.4% 159,010 $13.4M
Oak Hill Wealth Advisors, LLC 2.48% Add +11.7% 157,268 $13.2M
Asset Planning Corporation 6.27% Add +20.3% 157,060 $13.2M
Phillips Financial Management, LLC 0.87% Reduce -9.2% 156,701 $13.2M
Northwest Bancshares, Inc. 2.19% Add +102.3% 156,428 $13.2M
Checchi Capital Advisers, LLC 0.89% Add +5.8% 153,350 $12.9M
Procyon Advisors, LLC 0.76% New 152,701 $12.8M
Powers Advisory Group, LLC 5.11% Add +71.0% 152,597 $12.8M
Shotwell Rutter Baer Inc 8.15% Add +2.7% 150,554 $12.6M
Causey Wealth LLC 6.08% Add +7.0% 148,184 $12.5M
Peak Financial Management, Inc. 3.29% Add +3.3% 147,736 $12.4M
FLC Capital Advisors 2.39% Add +6.3% 146,923 $12.4M
Oppenheimer & Co. Inc. 0.15% Add +21.4% 145,871 $12.3M
Orion Porfolio Solutions, LLC 0.09% Add +35.0% 143,370 $12.1M
Wealth Management Nebraska 1.44% Add +0.5% 143,238 $12.0M
Banco Santander, S.A. 0.11% Reduce -48.8% 140,755 $11.8M
Seaside Wealth Management, Inc. 3.50% Add +2.4% 140,244 $11.8M
Edgestream Partners, L.P. 0.34% Add +73.1% 140,042 $11.8M
Vident Advisory, LLC 0.11% Add +33.4% 139,808 $11.8M
Marshall & Sterling Wealth Advisors Inc. 7.50% Add +6.5% 139,228 $11.7M
MassMutual Private Wealth & Trust, FSB 0.30% Add +6.8% 138,166 $11.6M
Kestra Advisory Services, LLC 0.05% Add +44.1% 137,791 $11.6M
Morton Brown Family Wealth, LLC 3.21% Add +9.5% 133,109 $11.2M
NorthCrest Asset Manangement, LLC 0.27% Add +3.1% 132,917 $11.2M
Global Retirement Partners, LLC 0.25% Add +5.5% 131,058 $11.0M
Petix & Botte Co 2.52% Reduce -6.9% 130,066 $10.9M
Cantor Fitzgerald Investment Advisors L.P. 0.74% Reduce -0.8% 129,358 $10.9M
Luminvest Wealth Management LLC 3.53% Reduce -28.9% 128,921 $10.8M
Revisor Wealth Management LLC 3.69% Add +2.8% 127,777 $10.7M
Frisco Financial Planning LLC 9.12% Reduce -44.5% 127,110 $10.7M
OneDigital Investment Advisors LLC 0.11% Add +11.3% 126,404 $10.6M
AQR Capital Management 0.01% Add +7.6% 123,908 $10.4M
Alerus Financial NA 0.52% Add +1538.1% 121,533 $10.2M
Gibbs Wealth Management 2.30% Reduce -26.3% 121,082 $10.2M
Winthrop Capital Management, LLC 2.44% Add +12.2% 119,785 $10.1M
AA Financial Advisors, LLC 1.97% Add +1.3% 119,335 $10.0M
NYL Investors LLC 3.44% Add +2.1% 118,950 $10.0M
Cambridge Advisors Inc. 1.95% Add +2.6% 118,406 $10.0M
Whittier Trust Co. 0.11% Add +5.3% 118,364 $9.9M
Sagace Wealth Management LLC 6.77% Reduce -6.0% 118,081 $9.9M
XY Planning Network, Inc. 3.37% No change 119,352 $9.9M
Family CFO Inc 4.53% Add +13.6% 117,047 $9.8M
CMH Wealth Management LLC 2.09% Add +1.4% 116,841 $9.8M
Hurlow Wealth Management Group, Inc. 2.54% Reduce -2.7% 116,680 $9.8M
DAVENPORT & Co LLC 0.05% Add +6.3% 116,408 $9.8M
Evergreen Capital Management LLC 0.23% Add +2.9% 115,075 $9.7M
Apollon Wealth Management, LLC 0.17% Add +6.6% 113,915 $9.6M
Net Worth Advisory Group 2.77% Reduce -30.5% 113,790 $9.6M
Divergent Planning, LLC 2.54% Add +22.0% 113,615 $9.6M
Fagan Associates, Inc. 1.32% Reduce -0.4% 113,263 $9.5M
Flow Traders U.S. LLC 0.38% Add +707.8% 111,336 $9.4M
Systelligence, LLC 1.76% Add +50.2% 110,435 $9.3M
Shufro Rose & Co. LLC 0.76% Reduce -6.3% 113,583 $9.3M
Sigma Investment Counselors Inc. 0.48% Reduce -0.2% 110,224 $9.3M
Stephens Inc. 0.12% Add +20.8% 109,982 $9.3M
CENTRAL TRUST Co 0.19% Reduce -4.2% 109,214 $9.2M
Deutsche Bank AG 0.00% Add +11.1% 107,129 $9.0M
Integrated Advisors Network LLC 0.37% Add +6.2% 103,950 $8.7M
Silver Coast Investments LLC 3.00% Add +1.5% 103,783 $8.7M
Galvin, Gaustad & Stein, LLC 0.71% Reduce -1.6% 103,104 $8.7M
Curbstone Financial Management Corp 1.62% Add +3.7% 100,082 $8.4M
Prospera Financial Services Inc 0.14% Add +12.5% 99,803 $8.4M
Cornerstone Wealth Management, LLC 0.46% Add +2.9% 99,342 $8.4M
Integrated Wealth Concepts LLC 0.07% Reduce -6.9% 98,837 $8.3M
Nicholas Hoffman & Company, LLC. 0.20% New 98,346 $8.3M
Natixis Advisors, LLC 0.01% Add +66.0% 97,991 $8.2M
Capital Analysts, LLC 0.24% Add +347.7% 97,437 $8.2M
Farmers & Merchants Trust Co of Chambersburg PA 2.31% Add +6.3% 97,184 $8.2M
Covington Investment Advisors Inc. 1.06% Reduce -0.2% 96,333 $8.1M
Sowell Financial Services LLC 0.31% Add +10.3% 96,315 $8.1M
Dynamic Advisor Solutions LLC 0.23% Add +3.0% 96,036 $8.1M
Uniting Wealth Partners, LLC 1.90% New 95,588 $8.0M
Stone Summit Wealth LLC 2.24% Reduce -2.2% 94,020 $7.9M
Verus Wealth Management, LLC 7.38% Add +4.3% 94,000 $7.9M
Kestra Private Wealth Services, LLC 0.10% Reduce -2.5% 93,271 $7.8M
Envision Financial LLC 4.49% Add +43.1% 93,187 $7.8M
Fortress Financial Solutions, LLC 8.52% Add +7.0% 92,963 $7.8M
Ashton Thomas Securities, LLC 1.08% Add +1.6% 92,243 $7.8M
Greenwood Gearhart LLC 0.45% Add +0.9% 91,779 $7.7M
Crewe Advisors LLC 0.73% Add +4.6% 91,413 $7.7M
Crabel Capital Management, LLC 6.86% Reduce -33.7% 91,143 $7.7M
First American Trust, FSB 0.56% Reduce -23.9% 90,955 $7.7M
Oakwell Private Wealth Management, LLC 1.53% Reduce -45.5% 90,736 $7.6M
Prepared Retirement Institute LLC 3.96% Add +26.0% 90,373 $7.6M
Rosenblum Silverman Sutton S F Inc. 1.73% Add +56.1% 90,210 $7.6M
Sage Rhino Capital LLC 1.45% Add +0.3% 89,430 $7.5M
Pacific Wealth Management 3.78% Add +0.1% 89,170 $7.5M
Osborne Partners Capital Management, LLC 0.38% Add +4.2% 88,999 $7.5M
Little House Capital LLC 1.72% Add +1.6% 88,963 $7.5M
Partners in Financial Planning 1.29% Add +10.7% 88,946 $7.5M
Juncture Wealth Strategies, LLC 2.50% Add +2.1% 88,571 $7.4M
J.W. Cole Advisors, Inc. 0.14% Add +4.9% 87,910 $7.4M
Farrell Financial LLC 4.63% Add +5.3% 87,816 $7.4M
Erickson Financial Group, LLC 4.59% Add +1.0% 86,872 $7.3M
Country Trust Bank 0.16% No change 86,500 $7.3M
Headinvest, LLC 1.50% Add +5.7% 86,055 $7.2M
Latigo Investments, LLC 3.65% No change 86,019 $7.2M
Manning & Napier Advisors LLC 0.09% Add +24.7% 85,816 $7.2M
Rwa Wealth Partners, LLC 0.08% Add +8.8% 85,606 $7.2M
Van Strum & Towne Inc. 2.10% Add +42.4% 85,107 $7.2M
Meridian Wealth Management, LLC 0.27% Add +8.3% 84,723 $7.1M
Global Assets Advisory, LLC 2.12% Add +21.9% 84,572 $7.1M
Y.D. More Investments Ltd 0.40% Reduce -20.5% 84,549 $7.1M
Buska Wealth Management, LLC 2.11% Reduce -11.5% 83,717 $7.0M
Marshall Financial Group Inc. 1.93% Add +34.9% 83,351 $7.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.7% 82,436 $6.9M
Brucke Financial, Inc. 4.04% Add +13.6% 82,174 $6.9M
Atlantic Union Bankshares Corp 0.13% Add +19.5% 81,750 $6.9M
National Bank of Canada 0.01% Reduce -90.6% 81,424 $6.8M
W.H. Cornerstone Investments Inc. 4.14% Reduce -5.6% 80,655 $6.8M
Hillcrest Wealth Advisors - NY, LLC 3.05% Add +0.1% 80,620 $6.8M
Nisa Investment Advisors, LLC 0.03% Reduce -8.0% 80,317 $6.8M
Friedenthal Financial 3.46% Add +179.4% 79,672 $6.7M
Verde Capital Management 1.47% Reduce -10.2% 78,928 $6.6M
Stelac Advisory Services LLC 2.29% Add +5.3% 78,819 $6.6M
Websterrogers Financial Advisors, LLC 1.96% Add +6.7% 77,647 $6.5M
Arvest Investments, Inc. 0.94% Add +9.7% 77,484 $6.5M
Acropolis Investment Management, LLC 0.33% Add +6.0% 78,440 $6.5M
Invesco Ltd. 0.00% Reduce -1.4% 76,854 $6.5M
Telos Capital Management, Inc. 0.62% Add +0.9% 76,470 $6.4M
First Pacific Financial 0.87% Reduce -75.2% 74,805 $6.3M
OneAscent Financial Services LLC 0.42% Add +110.0% 74,651 $6.3M
Ocean Park Asset Management, LLC 0.25% New 72,800 $6.1M
Prospect Financial Services LLC 3.51% Add +5.1% 72,558 $6.1M
Trivium Point Advisory, LLC 0.62% Add +26.9% 72,008 $6.1M
One William Street Capital Management, L.P. 38.70% New 71,700 $6.0M
Conscious Wealth Investments, LLC 3.48% Add +0.3% 69,926 $5.9M
Merit Financial Group, LLC 0.05% Reduce -10.3% 69,371 $5.8M
Blair William & Co. 0.02% Reduce -5.2% 69,266 $5.8M
Yoder Wealth Management, Inc. 2.74% Reduce -0.2% 68,809 $5.8M
Perigon Wealth Management, LLC 0.12% Add +2.6% 68,713 $5.8M
Cresset Asset Management, LLC 0.03% Add +8.9% 68,231 $5.7M
Viawealth, LLC 3.13% Reduce -2.8% 68,080 $5.7M
LexAurum Advisors, LLC 0.81% Add +136.4% 67,545 $5.7M
BNP Paribas Financial Markets 0.00% Reduce -68.4% 67,378 $5.7M
Market Street Wealth Management Advisors LLC 0.89% Reduce -9.7% 66,358 $5.6M
Altus Wealth Group LLC 2.28% Add +1.1% 66,103 $5.6M
Farther Finance Advisors, LLC 0.08% Reduce -29.5% 65,701 $5.5M
Level Four Advisory Services, LLC 0.19% Add +8.5% 64,840 $5.5M
Composition Wealth, LLC 0.08% Reduce -11.3% 64,706 $5.4M
Lowe Brockenbrough & Co. Inc. 0.28% Add +7.9% 64,446 $5.4M
Lanark Financial, Inc. 0.42% Add +13.0% 64,236 $5.4M
Auour Investments LLC 1.75% Add +13.0% 64,068 $5.4M
CGN Advisors LLC 0.44% Add +15.6% 63,947 $5.4M
Fortune 45 LLC 2.73% Add +10.2% 63,854 $5.4M
Golden Bell Financial Planning LLC 4.64% Add +4.4% 63,500 $5.3M
Peapack Gladstone Financial Corp. 0.07% Add +44.6% 63,434 $5.3M
Allworth Financial LP 0.02% Reduce -0.8% 63,004 $5.3M
XML Financial, LLC 0.43% Add +0.3% 62,993 $5.3M
KMG Fiduciary Partners, LLC 0.35% Reduce -0.2% 62,851 $5.3M
Transatlantique Private Wealth LLC 1.73% Add +19.0% 62,844 $5.3M
Sigma Planning Corp 0.15% Add +71.1% 62,400 $5.2M
Monument Capital Management 1.31% Reduce -0.6% 62,117 $5.2M
Drive Wealth Management, LLC 1.09% Add +18.7% 61,202 $5.1M
JBGlobal.com LLC 5.20% Reduce -13.5% 60,691 $5.1M
Tide Cove Capital Partners LLC 3.88% Add +1.2% 60,170 $5.0M
Pictet North America Advisors SA 0.47% Reduce -41.6% 59,562 $5.0M
Commerce Bank 0.03% Add +5.9% 59,483 $5.0M
Rialto Wealth Management, LLC 1.29% Reduce -0.0% 59,459 $5.0M
Glenview Trust Co 0.08% Add +13.4% 59,443 $5.0M
Capasso Planning Partners LLC 3.08% Reduce -0.6% 58,772 $4.9M
Stratos Wealth Partners, LTD. 0.06% Add +2.4% 58,585 $4.9M
Synovus Financial Corp. 0.06% Add +11.5% 58,336 $4.9M
Anchor Capital Advisors LLC 0.14% Reduce -6.2% 57,293 $4.8M
Independent Advisor Alliance 0.13% Add +10.1% 57,254 $4.8M
Whittier Trust Co. of Nevada Inc. 0.10% Reduce -2.1% 56,529 $4.8M
Pathstone Holdings, LLC 0.02% No change 56,210 $4.7M
Veridan Wealth LLC 1.62% — 56,023 $4.7M
O'ROURKE & COMPANY, Inc 1.97% Add +1.9% 55,971 $4.7M
Braun-Bostich & Associates Inc. 2.96% Add +3.3% 55,798 $4.7M
Mma Asset Management LLC 1.55% Reduce -15.7% 55,170 $4.6M
Bay Rivers Group 1.94% Add +0.6% 54,745 $4.6M
FineMark National Bank & Trust 0.15% Add +582.0% 54,714 $4.6M
Heritage Trust Co 0.49% Add +30.2% 54,488 $4.6M
Stonebridge Financial Planning Group, LLC 1.72% Add +28.0% 54,438 $4.6M
Mutual Advisors, LLC 0.10% Add +21.0% 53,965 $4.6M
IFP Advisors, Inc 0.12% Add +20.4% 54,001 $4.5M
Counterweight Ventures, LLC 2.65% Add +31.5% 53,976 $4.5M
SWAN Capital LLC 1.83% Reduce -29.0% 53,742 $4.5M
Rooted Wealth Advisors, Inc. 1.37% Add +7.1% 53,630 $4.5M
McMill Wealth Management 1.28% Reduce -0.6% 53,583 $4.5M
Daiwa Securities Group Inc. 0.02% Reduce -2.2% 53,490 $4.5M
MIdWestOne Financial Group, Inc. 0.54% Add +8.0% 52,736 $4.4M
Koshinski Asset Management, Inc. 0.31% Add +3.8% 51,883 $4.4M
Drucker Wealth 3.0, LLC 0.77% Add +201.6% 51,737 $4.4M
First Manhattan Co. Llc. 0.01% Add +23.7% 50,985 $4.3M
Gladwyn Financial Advisors, Inc. 3.05% Add +5.2% 50,479 $4.2M
Meeder Advisory Services, Inc. 0.20% Reduce -5.9% 50,320 $4.2M
BetterWealth, LLC 1.01% Add +5.5% 50,254 $4.2M
United Capital Financial Advisors, LLC 0.03% Reduce -1.8% 50,114 $4.2M
Resona Asset Management Co.,Ltd. 0.02% New 49,288 $4.1M
SageView Advisory Group, LLC 0.14% Add +2.4% 49,269 $4.1M
Portside Wealth Group, LLC 0.57% Reduce -13.9% 48,706 $4.1M
Mgo One Seven LLC 0.09% Add +2.4% 48,444 $4.1M
Perennial Advisors, LLC 0.69% Add +8.2% 47,598 $4.0M
CRA Financial Services, LLC 0.54% Add +7.8% 47,101 $4.0M
Hofer & Associates. Inc 2.27% Add +1.2% 47,084 $4.0M
Virtue Capital Management, LLC 0.63% Reduce -64.7% 19,803 $4.0M
MBE Wealth Management, LLC 1.70% No change 46,782 $3.9M
Curran Financial Partners, LLC 0.77% New 46,333 $3.9M
Bull Street Advisors, LLC 1.78% Reduce -1.9% 45,451 $3.8M
Cerity Partners LLC 0.01% Add +50.2% 45,401 $3.8M
Breakwater Capital Group 0.56% Reduce -5.6% 45,201 $3.8M
Novem Group 0.45% Add +9.1% 45,197 $3.8M
Cypress Wealth Services, LLC 0.62% Add +4.0% 45,193 $3.8M
Gladstone Institutional Advisory LLC 0.14% Add +3.5% 44,561 $3.7M
Marietta Wealth Management, LLC 0.46% Add +7.8% 44,553 $3.7M
Advisory Research Inc. 0.49% Add +0.5% 44,466 $3.7M
Pinnacle Financial Partners Inc 0.09% Reduce -21.6% 44,325 $3.7M
Avant Financial Advisors LLC 2.80% Add +3.7% 44,139 $3.7M
Great Valley Advisor Group, Inc. 0.07% Add +46.4% 43,871 $3.7M
Sumitomo Mitsui Financial Group, Inc. 0.06% Reduce -2.3% 43,486 $3.7M
Quadrature Capital Ltd 0.04% New 43,395 $3.6M
IFG Advisory, LLC 0.16% Add +10.0% 42,969 $3.6M
REDW Wealth LLC 1.36% Reduce -2.9% 42,654 $3.6M
Weik Capital Management 1.33% Add +26.9% 42,502 $3.6M
21 West Wealth Management LLC 3.39% Add +35.0% 42,439 $3.6M
Aptus Capital Advisors, LLC 0.03% Reduce -20.5% 42,178 $3.5M
Brookstone Capital Management 0.04% Add +2.7% 41,961 $3.5M
FMR LLC 0.00% Add +34.2% 41,752 $3.5M
Bryn Mawr Trust Advisors, LLC 0.17% Add +10.7% 41,288 $3.5M
United Community Bank 1.07% Add +8.3% 41,100 $3.5M
Montag A & Associates Inc. 0.16% Add +6.1% 40,899 $3.4M
Diversify Advisory Services, LLC 0.12% Reduce -4.3% 41,140 $3.4M
Signal Tree Financial Partners LLC 2.72% Add +2.7% 40,804 $3.4M
Foster Group, Inc. 0.11% Add +5.7% 40,729 $3.4M
Signature Estate & Investment Advisors LLC 0.07% Add +1.1% 40,535 $3.4M
German American Bancorp, Inc. 0.30% Add +4.7% 40,362 $3.4M
Sykon Capital LLC 1.12% New 40,045 $3.4M
Wealthspire Retirement, LLC 0.21% Reduce -1.8% 39,931 $3.4M
Capital Advisory Group Advisory Services, LLC 1.04% Add +21.6% 39,608 $3.3M
Harbour Investments, Inc. 0.08% Add +75.7% 39,434 $3.3M
Strategic Financial Partners, Ltd. 1.52% Reduce -0.0% 39,426 $3.3M
OxenFree Capital LLC 1.82% Add +12.3% 39,436 $3.3M
Guggenheim Capital LLC 0.02% Reduce -26.5% 39,067 $3.3M
Rehmann Capital Advisory Group 0.18% Add +2.5% 38,797 $3.3M
TPG Financial Advisors, LLC 1.21% Reduce -1.2% 38,741 $3.3M
Sheets Smith Investment Management 2.11% Reduce -1.4% 38,740 $3.3M
American National Bank of Texas 3.06% — 38,697 $3.3M
Mosaic Family Wealth Partners, LLC 0.38% Add +12.8% 38,192 $3.2M
Fortis Capital Management LLC 0.45% Add +1.3% 37,867 $3.2M
MAI Capital Management 0.02% Add +120.2% 37,428 $3.1M
Bridge Generations Wealth Management LLC 2.09% Add +75.5% 37,345 $3.1M
Carl P. Sherr & Co., LLC 1.48% Add +1.7% 37,138 $3.1M
Principia Wealth Advisory, LLC 2.21% Add +682.4% 36,794 $3.1M
Coston, McIsaac & Partners 0.73% Add +11.0% 36,697 $3.1M
Integrity Investment Advisors, LLC 2.04% Add +25.3% 36,564 $3.1M
Tme Financial, Inc. 2.29% Add +4.6% 36,350 $3.1M
Chandler Asset Management, Inc. 0.50% Add +0.7% 36,215 $3.0M
Regal Investment Advisors LLC 0.20% Add +4.2% 35,743 $3.0M
D.A. Davidson & Co. 0.02% Add +1.9% 35,649 $3.0M
Forza Wealth Management, LLC 1.14% No change 35,507 $3.0M
Trek Financial, LLC 0.18% Reduce -73.8% 35,430 $3.0M
Cadence Bank 0.18% Add +14.3% 35,273 $3.0M
Aries Wealth Management 0.70% Add +0.1% 35,135 $3.0M
Parsons Capital Management Inc. 0.17% Add +30.1% 35,125 $3.0M
Sheets Smith Wealth Management 0.33% Add +0.7% 34,990 $2.9M
Tandem Investment Partners LLC 2.41% Add +5.2% 34,930 $2.9M
American Investment Services, Inc. 0.70% Add +12.7% 34,666 $2.9M
Hayek Kallen Investment Management 0.91% Add +1070.6% 49,050 $2.9M
Payne Capital LLC 2.92% — 34,194 $2.9M
Glass Jacobson Investment Advisors llc 1.03% Add +20.9% 33,982 $2.9M
Cascade Financial Partners, LLC 0.33% Reduce -2.1% 33,972 $2.9M
Guardian Wealth Management, Inc. 1.68% Add +20.5% 33,816 $2.8M
Simon Quick Advisors, LLC 0.13% Add +3.7% 33,628 $2.8M
4WEALTH Advisors, Inc. 2.58% Add +5.2% 33,178 $2.8M
Hexagon Capital Partners LLC 0.55% Add +21.8% 32,650 $2.7M
Rathbones Group PLC 0.01% Add +17.6% 32,480 $2.7M
Signal Advisors Wealth, LLC 0.24% Add +3.2% 31,818 $2.7M
Seamount Financial Group Inc. 1.26% Reduce -0.3% 31,697 $2.7M
Certified Advisory Corp 0.25% Add +32.5% 30,909 $2.6M
Smithbridge Asset Management Inc. 0.38% New 30,899 $2.6M
Transcendent Capital Group LLC 1.16% Add +1.4% 30,702 $2.6M
Quartz Partners, LLC 0.93% Add +28.7% 30,620 $2.6M
US Bancorp \de 0.00% Add +7.5% 30,126 $2.5M
Yeomans Consulting Group, Inc. 0.87% Reduce -0.8% 30,045 $2.5M
Cherrydale Wealth Management, LLC 0.79% Add +1.2% 29,994 $2.5M
SC&H Financial Advisors, Inc. 0.41% Reduce -0.6% 29,879 $2.5M
Addis & Hill, Inc 1.53% Reduce -7.4% 29,831 $2.5M
Fifth Third Securities, Inc. 0.17% Reduce -13.9% 29,663 $2.5M
Cordatus Wealth Management LLC 0.58% Add +44.0% 29,467 $2.5M
Betterment LLC 0.00% Reduce -0.3% 29,465 $2.5M
Carnegie Investment Counsel 0.05% Add +6.9% 29,355 $2.5M
Titleist Asset Management, LLC 0.22% Add +12.3% 29,117 $2.4M
Greenwich Wealth Management LLC 0.12% Reduce -0.1% 29,022 $2.4M
Ironwood Investment Counsel, LLC 0.35% Reduce -2.3% 28,840 $2.4M
Advisory Services Network, LLC 0.04% Add +26.6% 28,766 $2.4M
Axxcess Wealth Management, LLC 0.05% Add +59.3% 28,727 $2.4M
Coastal Bridge Advisors, LLC 0.18% Add +14.7% 28,725 $2.4M
Q3 Asset Management 0.82% New 28,546 $2.4M
True Link Financial Advisors, LLC 0.15% No change 28,307 $2.4M
NorthCoast Asset Management LLC 0.01% Add +5.0% 28,112 $2.4M
Thrive Capital Management, LLC 0.61% Add +1.1% 27,897 $2.3M
Life Planning Partners, Inc 1.71% Reduce -0.0% 27,875 $2.3M
Balance Wealth Partners LLC 0.57% New 27,602 $2.3M
Man Group plc 0.00% Add +14.9% 27,552 $2.3M
SGL Investment Advisors, Inc. 0.97% Add +42.1% 27,673 $2.3M
Cambridge Financial Group, LLC 0.74% New 27,482 $2.3M
RMR Capital Management, LLC 1.61% Add +16.8% 27,360 $2.3M
TriaGen Wealth Management LLC 0.59% Add +9.4% 27,084 $2.3M
Compagnie Lombard Odier SCmA 0.02% Reduce -8.6% 26,673 $2.2M
Rockbridge Investment Management, LCC 0.22% Reduce -1.7% 26,408 $2.2M
Transcend Capital Advisors, LLC 0.16% Add +8.2% 26,338 $2.2M
CVA Family Office, LLC 0.28% Add +15.1% 26,236 $2.2M
James Investment Research, Inc. 0.24% Reduce -2.6% 26,222 $2.2M
Silver Oak Wealth Advisors Services, LLC 1.44% Reduce -10.3% 26,055 $2.2M
Pettyjohn, Wood & White, Inc. 0.36% Add +3.3% 26,054 $2.2M
Cardiff Park Advisors, LLC 0.17% Add +1.0% 25,888 $2.2M
Topel & Distasi Wealth Management, LLC 1.07% Add +0.5% 25,872 $2.2M
Ascent Wealth Partners, LLC 0.25% Add +34.4% 25,831 $2.2M
Diversified Portfolios, Inc. 0.19% Add +5.6% 25,830 $2.2M
Moloney Securities Asset Management, LLC 0.26% Add +877.9% 25,561 $2.1M
HORAN Wealth, LLC 0.34% Reduce -0.8% 25,477 $2.1M
RoundAngle Advisors LLC 1.65% Reduce -0.8% 25,349 $2.1M
Modus Advisors, LLC 0.58% Add +4.2% 25,276 $2.1M
Leeward Financial Partners, LLC 0.60% Add +3.2% 25,136 $2.1M
NBT Bank, N.A. 0.14% Add +0.9% 24,874 $2.1M
World Investment Advisors 0.04% Add +5.0% 24,697 $2.1M
FSC Wealth Advisors, LLC 1.19% Add +10.6% 24,595 $2.1M
Sincerus Advisory, LLC 1.76% Reduce -0.2% 24,440 $2.1M
Titan Global Capital Management USA LLC 0.30% Add +21.5% 24,284 $2.0M
North Forty Two & Co. 1.99% Reduce -0.8% 24,192 $2.0M
Orcam Financial Group 1.64% Add +2.4% 24,121 $2.0M
Gilbert Capital Group, Inc. 1.56% Add +18.6% 24,006 $2.0M
Hobbs Group Advisors, LLC 0.63% No change 23,947 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +67.6% 23,827 $2.0M
Vicus Capital 0.15% Add +6.9% 23,484 $2.0M
Ramiah Investment Group 1.74% Add +5.3% 23,354 $2.0M
Clarity Wealth Development LLC 1.76% Add +10.1% 23,008 $2.0M
Savant Capital, LLC 0.01% Add +133.8% 23,195 $2.0M
Morris Financial Concepts, Inc. 0.70% Reduce -0.2% 23,135 $1.9M
Staley Capital Advisers Inc. 0.08% Add +15.2% 22,950 $1.9M
Ameritas Advisory Services, LLC 0.13% Reduce -45.4% 22,949 $1.9M
Bcwm, LLC 0.58% Add +3.3% 22,867 $1.9M
Center For Asset Management LLC 1.02% Add +76.1% 22,808 $1.9M
Mayflower Financial Advisors, LLC 0.24% Add +1.4% 22,730 $1.9M
Pure Financial Advisors, LLC 0.03% Add +28.4% 22,570 $1.9M
Petra Financial Advisors Inc. 1.10% Reduce -0.8% 22,529 $1.9M
Murphy & Mullick Capital Management Corp 1.40% Reduce -0.7% 22,410 $1.9M
Millennium Management 0.00% Reduce -93.0% 22,333 $1.9M
Alesco Advisors, LLC, An ESL Co 0.05% New 21,800 $1.8M
Riverbend Wealth Management, LLC 1.28% Add +21.6% 21,749 $1.8M
First Foundation Advisors 0.07% Add +1.5% 21,594 $1.8M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -8.5% 21,519 $1.8M
Inman Jager Wealth Management, LLC 1.15% Add +10.7% 21,389 $1.8M
Global Financial Private Client, LLC 0.64% Reduce -6.4% 21,337 $1.8M
Cornerstone Financial Group, LLC 1.39% Add +32.7% 21,319 $1.8M
Midwest Trust Co 0.02% Add +16.9% 21,062 $1.8M
Chicago Partners Investment Group LLC 0.05% Add +35.9% 20,828 $1.8M
Alliance Wealth Advisors, LLC 0.41% Add +62.9% 20,990 $1.8M
Strategic Investment Advisors / MI 0.16% Reduce -99.6% 74 $1.8M
BridgePort Financial Solutions, LLC 0.47% Add +26.5% 20,907 $1.8M
Seven Mile Advisory 0.29% Add +0.5% 20,850 $1.8M
Bath Savings Trust Co 0.17% Add +24.2% 20,531 $1.7M
Bigelow Investment Advisors, LLC 0.69% Add +9.9% 20,476 $1.7M
Redhawk Wealth Advisors, Inc. 0.20% Reduce -3.5% 20,447 $1.7M
Townsquare Capital LLC 0.26% Reduce -71.7% 20,205 $1.7M
Cambria Investment Management, L.P. 0.10% No change 20,173 $1.7M
Agate Pass Investment Management, LLC 0.64% Add +3.3% 20,018 $1.7M
Leavell Investment Management, Inc. 0.07% Reduce -3.4% 19,929 $1.7M
Consolidated Portfolio Review Corp 0.21% Add +7.7% 19,717 $1.7M
Arkadios Wealth Advisors 0.04% Add +35.0% 19,710 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -42.4% 19,631 $1.7M
Agf Management Ltd. 0.01% Add +8.9% 19,540 $1.6M
Guidance Capital, Inc. 0.43% Add +2.5% 19,302 $1.6M
Archvest Wealth Advisors, Inc. 1.46% Add +5.7% 19,440 $1.6M
Steinberganna Wealth Management 0.77% — 19,437 $1.6M
SevenBridge Financial Group, LLC 0.27% Reduce -35.5% 19,426 $1.6M
Providence First Trust Co 0.56% Add +172.8% 19,344 $1.6M
Fairview Capital Investment Management, LLC 0.08% Add +5.8% 19,244 $1.6M
Greenspring Advisors, LLC 0.29% — 19,236 $1.6M
Horizon Financial Services, LLC 0.77% Add +4.6% 19,185 $1.6M
Summit Wealth Partners, LLC 0.29% Reduce -1.6% 18,965 $1.6M
Hilltop Holdings Inc. 0.08% Add +3.6% 18,965 $1.6M
Bellecapital International Ltd. 0.26% No change 18,792 $1.6M
AXS Investments LLC 0.50% Reduce -15.4% 18,787 $1.6M
Beaird Harris Wealth Management, LLC 0.11% No change 18,713 $1.6M
Novak & Powell Financial Services, Inc. 0.83% Add +73.2% 18,679 $1.6M
M Holdings Securities, Inc. 0.33% Reduce -92.1% 18,663 $1.6M
BAM Wealth Management, LLC 1.22% — 18,658 $1.6M
Headlands Technologies LLC 0.12% New 18,574 $1.6M
Ashton Thomas Private Wealth, LLC 0.04% Add +21.0% 18,550 $1.6M
Independent Financial Group, LLC 0.04% Add +21.1% 18,335 $1.5M
Squarepoint Ops LLC 0.00% Add +21.0% 18,313 $1.5M
Wealthedge Investment Advisors, LLC 0.58% Add +4.8% 18,100 $1.5M
Firestone Capital Management 0.33% Add +9.1% 18,027 $1.5M
TBH Global Asset Management, LLC 0.30% Reduce -0.5% 18,026 $1.5M
Naples Global Advisors, LLC 0.12% Add +6.7% 17,988 $1.5M
Main Street Financial Solutions, LLC 0.10% Reduce -1.2% 17,877 $1.5M
Independence Asset Advisors, LLC 0.64% Reduce -18.5% 17,892 $1.5M
Christensen, King & Associates Investment Services, Inc. 0.64% Add +2.5% 17,745 $1.5M
Tilia Fiduciary Partners, Inc. 0.85% Reduce -2.7% 17,428 $1.5M
Legacy PCG, LLC 0.87% Add +1.4% 17,293 $1.5M
LeConte Wealth Management, LLC 0.95% Add +3.2% 16,838 $1.4M
Independence Bank of Kentucky 0.18% Reduce -3.9% 16,830 $1.4M
AE Wealth Management LLC 0.01% Add +34.1% 16,653 $1.4M
Saranac Partners Ltd 0.29% Add +20.0% 16,510 $1.4M
IPG Investment Advisors LLC 0.25% No change 16,500 $1.4M
Cornerstone Wealth Group, LLC 0.09% Reduce -1.4% 16,436 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +5.0% 16,374 $1.4M
Patten Group, Inc. 0.27% Reduce -0.5% 16,359 $1.4M
PFG Investments, LLC 0.07% Add +8.0% 16,342 $1.4M
Smith, Moore & Co. 0.10% Reduce -12.8% 16,273 $1.4M
Towne Trust Company, N.A 0.44% Add +57.4% 16,233 $1.4M
Lion Street Advisors, LLC 0.47% Reduce -44.0% 14,535 $1.4M
Cunning Capital Partners, LP 0.63% No change 16,200 $1.4M
Sovran Advisors, LLC 0.12% Reduce -4.5% 16,101 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +1.8% 16,012 $1.3M
Genesee Capital Advisors, LLC 0.58% Add +3.4% 15,964 $1.3M
Pinnacle Associates Ltd. 0.02% Add +4.6% 15,868 $1.3M
Mengis Capital Management, Inc. 0.26% Add +11.8% 15,792 $1.3M
Dearborn Partners LLC 0.06% Reduce -9.3% 15,727 $1.3M
Idaho Trust Co 0.44% Reduce -43.9% 15,690 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +1.9% 15,543 $1.3M
HBK Sorce Advisory LLC 0.03% New 15,399 $1.3M
North Star Investment Management Corp. 0.08% Add +3.5% 15,325 $1.3M
Rinkey Investments 0.34% Add +3.1% 15,220 $1.3M
Hobart Private Capital, LLC 0.27% New 15,144 $1.3M
Stratos Wealth Advisors, LLC 0.06% Add +12.4% 15,083 $1.3M
Vanguard Group Inc. 0.00% Add +20.3% 15,080 $1.3M
Forum Private Client Group LLC 0.45% Add +8.1% 15,054 $1.3M
Cynosure Group, LLC 0.14% New 14,876 $1.3M
Maia Wealth LLC 0.21% Add +11.7% 14,898 $1.2M
Outlook Wealth Advisors, LLC 0.31% Add +11.6% 14,735 $1.2M
Trustmark Bank Trust Department 0.08% Reduce -5.6% 14,504 $1.2M
Apollon Financial, LLC 0.20% Reduce -3.2% 14,383 $1.2M
Clarity Capital Advisors, LLC 0.66% Add +10.1% 14,380 $1.2M
Gotham Asset Management 0.01% New 14,364 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +14.8% 14,340 $1.2M
Lido Advisors, LLC 0.01% New 14,231 $1.2M
Southland Equity Partners LLC 0.24% Add +7.3% 14,068 $1.2M
GK Wealth Management LLC 0.87% Add +1.5% 14,001 $1.2M
Stokes Family Office, LLC 0.11% Add +1.1% 13,801 $1.2M
Private Trust Co. NA 0.10% Add +4.8% 13,766 $1.2M
REAP Financial Group, LLC 0.25% Reduce -13.8% 13,703 $1.2M
Chesapeake Capital Corp. 1.03% — 13,653 $1.1M
EverSource Wealth Advisors, LLC 0.05% Reduce -37.4% 13,641 $1.1M
High Net Worth Advisory Group LLC 0.28% Add +4.0% 13,607 $1.1M
Retirement Financial Solutions, LLC 0.36% New 13,534 $1.1M
Independent Wealth Network Inc. 0.37% Add +8.9% 13,500 $1.1M
One Capital Management, LLC 0.04% Add +17.5% 13,469 $1.1M
Estate Counselors, LLC 0.10% No change 13,416 $1.1M
Brighton Securities Corp. 0.59% Reduce -6.4% 13,397 $1.1M
XTX Topco Ltd 0.06% Reduce -21.4% 13,328 $1.1M
Alteri Wealth LLC 0.38% Add +4.6% 13,110 $1.1M
Ehrenkranz Partners L.P. 0.96% — 13,046 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +17.4% 13,032 $1.1M
Aua Capital Management, LLC 0.61% Reduce -0.2% 13,023 $1.1M
Disciplined Investments, LLC 0.44% Add +96.0% 13,002 $1.1M
Coordinated Financial Services, Inc. 0.71% Reduce -3.5% 12,938 $1.1M
Wesbanco Bank Inc. 0.03% Add +36.5% 12,747 $1.1M
Concord Wealth Partners 0.15% Add +9.4% 12,661 $1.1M
Transamerica Financial Advisors, LLC 0.09% Add +4.1% 12,506 $1.1M
WFA of San Diego, LLC 0.72% Reduce -5.4% 12,440 $1.0M
Nwam LLC 0.06% Add +3.6% 12,276 $1.0M
Choreo, LLC 0.01% Reduce -1.5% 12,325 $1.0M
Sonata Capital Group Inc. 0.38% Add +16.1% 12,260 $1.0M
Cooper Financial Group 0.11% Reduce -2.0% 12,241 $1.0M
Grandview Asset Management LLC 0.29% Reduce -8.6% 12,207 $1.0M
Novare Capital Management LLC 0.08% Add +3.1% 12,153 $1.0M
Northern Trust Corp. 0.00% Reduce -8.6% 12,136 $1.0M
Wedmont Private Capital 0.04% Add +85.5% 12,127 $1.0M
Neumann Capital Management, LLC 0.30% Reduce -6.1% 12,063 $1.0M
StoneX Group Inc. 0.04% Add +0.9% 11,905 $1.0M
Meridian Financial Advisors, LLC 0.56% Reduce -0.8% 11,905 $1.0M
Venture Visionary Partners LLC 0.03% Add +2.1% 11,869 $998K
Western Wealth Management, LLC 0.05% Reduce -1.7% 11,725 $986K
Accretive Wealth Partners, LLC 0.30% Add +6.2% 11,678 $982K
Silver Oak Advisory Group, Inc. 0.44% Reduce -12.7% 11,507 $967K
AllSquare Wealth Management LLC 0.50% No change 11,346 $954K
Mission Wealth Management, LP 0.02% Add +0.1% 11,339 $954K
WJ Financial Advisors LLC 0.92% — 11,317 $952K
Olde Wealth Management, LLC 0.29% — 11,366 $951K
Noesis Capital Mangement Corp. 0.15% Reduce -1.4% 11,301 $951K
Tennessee Valley Asset Management Partners 0.13% Reduce -6.2% 11,290 $950K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +12.2% 11,193 $941K
Spire Wealth Management 0.03% Add +0.4% 10,922 $919K
Shelter Mutual Insurance Co 0.21% No change 10,917 $918K
Defined Wealth Management, LLC 0.53% Add +0.4% 10,854 $913K
Argent Trust Co 0.03% Add +8.9% 10,849 $913K
FC Advisory LLC 0.26% Add +5.9% 10,745 $904K
Severin Investments, LLC 0.80% Reduce -0.5% 10,739 $903K
Baker Ellis Asset Management LLC 0.11% No change 10,700 $900K
International Assets Investment Management, LLC 0.07% No change 10,819 $894K
Integral Investment Advisors, Inc. 0.24% No change 10,575 $889K
Compass Ion Advisors, LLC 0.09% No change 10,517 $885K
Smithfield Trust Co 0.04% Add +39.9% 10,517 $884K
Aspire Private Capital, LLC 0.19% Reduce -12.5% 10,492 $882K
Twele Capital Management, Inc. 0.16% Add +10.1% 10,398 $875K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -1.3% 10,389 $874K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -8.1% 10,366 $872K
Shum Financial Group, Inc. 0.65% — 10,339 $870K
Pines Wealth Management, LLC 0.29% Add +12.6% 10,312 $867K
Round Rock Advisors LLC 0.14% Add +0.1% 10,245 $862K
Avidian Wealth Enterprises, LLC 0.03% Reduce -4.2% 10,241 $861K
Axos Invest Inc. 0.64% Reduce -21.8% 10,113 $851K
Meitav Investment House Ltd. 0.01% Add +51.2% 10,054 $846K
Epiq Partners, LLC 0.41% New 10,000 $841K
Kohmann Bosshard Financial Services, LLC 0.09% No change 9,912 $834K
Coppell Advisory Solutions LLC 0.09% Add +26.7% 9,828 $827K
Three Bridge Wealth Advisors, LLC 0.21% Add +3.0% 9,826 $827K
Garde Capital, Inc. 0.04% Add +688.5% 9,793 $824K
National Philanthropic Trust 0.01% No change 9,757 $821K
Uncommon Cents Investing LLC 0.20% Add +50.0% 9,712 $817K
TFB Advisors LLC 0.24% Reduce -8.3% 9,605 $810K
Capstone Capital LLC 0.54% Reduce -5.6% 9,540 $802K
Berkshire Asset Management LLC 0.03% Reduce -3.3% 9,518 $801K
Insight Inv LLC 0.46% Add +44.5% 9,406 $791K
Vision Capital Management, Inc. 0.10% Reduce -1.8% 9,404 $791K
Sweeney & Michel, LLC 0.26% Add +9.2% 9,360 $786K
Great Diamond Partners, LLC 0.15% Add +12.1% 9,275 $780K
Tyche Wealth Partners LLC 0.14% Add +190.5% 9,266 $779K
Legacy Private Trust Co. 0.05% No change 9,236 $777K
Liberty Capital Management, Inc. 0.14% Reduce -1.1% 9,151 $770K
SouthState Bank Corp 0.04% Add +39.6% 9,126 $768K
Snowden Capital Advisors LLC 0.02% Add +20.2% 9,083 $764K
Ascent Group, LLC 0.03% Add +39.6% 9,042 $761K
Edge Financial Advisors LLC 0.34% Reduce -6.3% 9,016 $758K
Tradition Wealth Management, LLC 0.06% Add +37.8% 8,919 $750K
Capital Asset Advisory Services LLC 0.03% Add +0.8% 8,895 $748K
Valeo Financial Advisors, LLC 0.02% Add +39.6% 8,753 $736K
Triumph Capital Management 0.20% Add +0.2% 8,650 $728K
Octavia Wealth Advisors, LLC 0.07% Add +0.3% 8,630 $726K
Brooks, Moore & Associates, Inc. 0.37% Reduce -76.2% 8,550 $724K
Falcon Wealth Planning 0.06% Add +11.5% 8,572 $721K
IVC Wealth Advisors LLC 0.32% Add +43.1% 8,519 $717K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.06% New 8,500 $715K
Interactive Financial Advisors, Inc. 0.39% Reduce -13.0% 8,498 $715K
Zacks Investment Management 0.01% Reduce -44.8% 8,425 $709K
Ascentis Independent Advisors 0.12% No change 8,393 $706K
Carter Financial Group, INC. 0.43% Reduce -23.0% 8,378 $705K
Guardian Wealth Advisors, LLC / NC 0.05% Add +68.5% 8,356 $703K
Duncker Streett & Co. Inc. 0.12% Add +0.0% 8,321 $700K
Mosaic Financial Group, LLC 0.49% No change 8,194 $689K
Savvy Advisors, Inc. 0.03% Reduce -18.2% 8,178 $688K
Moors & Cabot, Inc. 0.03% Reduce -0.2% 8,146 $685K
Westshore Wealth, LLC 0.23% New 8,136 $684K
Wealthcare Advisory Partners LLC 0.01% Reduce -19.2% 8,118 $683K
JFS Wealth Advisors, LLC 0.04% Add +126.8% 8,036 $676K
Modern Wealth Management, LLC 0.01% Add +2.9% 8,035 $676K
Keener Financial Planning LLC 0.31% Reduce -20.6% 8,030 $675K
Running Point Capital Advisors, LLC 0.18% Add +1.4% 7,981 $671K
Trilogy Capital Inc. 0.03% Reduce -0.4% 7,910 $665K
FourThought Financial Partners, LLC 0.06% Reduce -0.3% 7,903 $665K
Leo Wealth, LLC 0.09% Reduce -1.8% 7,855 $661K
Wilmington Savings Fund Society, FSB 0.02% Reduce -16.9% 7,827 $658K
Compass Advisory Group LLC 0.18% Reduce -4.5% 7,780 $654K
Sovereign Financial Group, Inc. 0.12% No change 7,763 $653K
Pennington Partners & Co., LLC 0.31% New 7,760 $653K
TOWER TRUST & INVESTMENT Co 0.44% Add +3.4% 7,751 $652K
Jacobi Capital Management LLC 0.04% Add +0.2% 7,704 $648K
Condor Capital Management 0.05% Add +0.2% 7,682 $646K
Venturi Wealth Management, LLC 0.03% Reduce -98.9% 7,612 $640K
Perennial Investment Advisors, LLC 0.05% Reduce -5.1% 7,584 $638K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.5% 7,556 $636K
IFS Group,LLC 0.56% — 7,552 $635K
Fiduciary Alliance LLC 0.04% Add +4.8% 7,530 $633K
Seelaus Asset Management LLC 0.51% Add +4.9% 7,528 $633K
Brooklyn FI, LLC 0.14% Add +17.5% 7,523 $633K
Andina Capital Management, LLC 0.36% Reduce -9.6% 7,514 $632K
Hickory Point Bank & Trust 0.47% Add +2.0% 7,455 $627K
Long Island Wealth Management, Inc. 0.31% Add +0.3% 7,450 $627K
Ausdal Financial Partners, Inc. 0.03% Add +150.8% 7,435 $625K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +53.1% 7,356 $619K
Mitchell McLeod Pugh & Williams Inc. 0.10% New 7,287 $618K
HB Wealth Management, LLC 0.00% Add +26.2% 7,292 $613K
Aberdeen Group plc 0.00% Add +123.1% 7,287 $613K
Stablepoint Partners, LLC 0.10% Add +24.6% 7,266 $611K
Palouse Capital Management, Inc. 0.39% Reduce -1.0% 7,186 $604K
Baker Tilly Wealth Management, LLC 0.13% Reduce -10.8% 7,077 $595K
Stableford Capital II LLC 0.21% New 7,010 $590K
Altfest L J & Co. Inc. 0.07% Add +10.7% 7,001 $589K
Richmond Investment Services, LLC 0.11% Add +38.0% 6,966 $586K
Axis Wealth Partners, LLC 0.34% Reduce -0.8% 6,951 $585K
Evolution Wealth Advisors, LLC 0.08% Add +58.1% 6,940 $584K
Moller Wealth Partners 0.12% New 6,920 $582K
Sage Capital Management, LLC 0.26% Add +1.1% 6,904 $581K
First Merchants Corp. 0.02% Reduce -7.1% 6,900 $580K
RiverGlades Family Offices LLC 0.35% No change 6,884 $579K
Legacy Capital Wealth Partners, LLC 0.13% Add +10.7% 6,883 $579K
Norden Group LLC 0.06% Reduce -13.2% 6,870 $578K
Lineweaver Wealth Advisors, LLC 0.08% Add +0.7% 6,852 $576K
Cary Street Partners Financial LLC 0.01% Reduce -17.4% 6,838 $575K
Argus Investors' Counsel, Inc. 0.46% Reduce -0.6% 6,812 $573K
Occidental Asset Management, LLC 0.07% Reduce -42.5% 6,737 $567K
Regions Financial Corp. 0.00% Add +31.9% 6,724 $566K
Joel Isaacson & Co., LLC 0.02% Add +77.2% 6,722 $565K
Clark Asset Management, LLC 0.07% Reduce -10.3% 6,715 $565K
Pacifica Partners Inc. 0.20% Reduce -0.3% 6,711 $564K
Granite Harbor Advisors, Inc. 0.24% New 6,654 $560K
Ibex Wealth Advisors 0.05% Add +0.6% 6,611 $556K
Fiduciary Trust Co 0.01% Add +25.2% 6,603 $555K
Brown Advisory Inc. 0.00% Reduce -6.7% 6,590 $554K
Freestone Capital Holdings, LLC 0.02% Add +25.3% 6,566 $552K
Harmony Asset Management LLC 0.19% Add +5.5% 6,566 $552K
Gould Asset Management LLC 0.10% Add +3.7% 6,558 $552K
Johnson Financial Group, Inc. 0.02% Reduce -0.2% 6,474 $545K
Tsfg, LLC 0.09% Add +0.7% 6,448 $542K
HUB Investment Partners, LLC 0.02% Reduce -59.9% 6,407 $539K
Investment Advisory Group, LLC 0.15% No change 6,378 $536K
WealthCollab, LLC 0.25% No change 6,366 $535K
Narus Financial Partners, LLC 0.15% Add +9.4% 6,347 $534K
Valley Wealth Managers, Inc. 0.04% Reduce -4.8% 6,336 $533K
Inspire Advisors, LLC 0.05% Add +12.2% 6,286 $529K
Creative Financial Designs Inc. 0.04% Reduce -10.3% 6,273 $528K
Integrity Alliance, Llc. 0.02% Add +40.2% 6,236 $525K
Private Capital Management, LLC 0.05% Reduce -5.3% 6,230 $524K
Kane Investment Management, Inc. 0.25% New 6,213 $523K
Pinnacle Financial Group, LLC / IL 0.16% Add +49.5% 6,211 $522K
Fifth Third Bancorp 0.00% Reduce -2.0% 6,121 $515K
First United Bank & Trust 0.17% Add +8.7% 6,095 $513K
Pekin Hardy Strauss, Inc. 0.05% Reduce -3.5% 6,024 $507K
American Trust 0.04% Reduce -13.5% 5,998 $505K
Walkner Condon Financial Advisors LLC 0.08% No change 5,899 $496K
Founders Financial Securities LLC 0.03% Reduce -82.7% 5,898 $496K
Security Financial Services, INC. 0.08% Add +120.7% 5,818 $489K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -23.7% 5,786 $487K
Darrow Company, Inc. 0.23% Add +3.8% 5,746 $487K
Uptick Partners, LLC 0.13% Reduce -15.6% 5,782 $486K
Keystone Financial Group 0.04% Add +1.2% 5,772 $486K
Wells Financial Advisors INC 0.65% Add +58.5% 5,770 $485K
Plotkin Financial Advisors, LLC 0.24% Add +7.0% 5,767 $485K
Caitlin John, LLC 0.34% Add +43.2% 5,752 $484K
Fourth Dimension Wealth, LLC 0.18% Add +3.6% 5,723 $481K
Twin Focus Capital Partners, LLC 0.06% No change 5,712 $480K
Wedbush Securities Inc. 0.02% Add +6.0% 5,703 $480K
Houlihan Financial Resource Group, Ltd. 0.42% Reduce -50.2% 5,681 $478K
Clearstead Advisors, LLC 0.01% Add +136.6% 5,646 $475K
Performance Wealth Partners, LLC 0.01% Reduce -14.2% 5,645 $475K
Key Financial Inc 0.09% Reduce -5.8% 5,590 $470K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.0% 5,586 $470K
Schmidt P J Investment Management Inc. 0.08% No change 5,544 $466K
Davis R M Inc. 0.01% Add +3.1% 5,540 $466K
Werba Rubin Papier Wealth Management 0.07% Reduce -1.4% 5,496 $462K
Wealth Effects LLC 0.15% Reduce -0.3% 5,453 $459K
Strategic Blueprint, LLC 0.02% Add +74.3% 5,445 $458K
Garden State Investment Advisory Services LLC 0.12% Reduce -9.8% 5,421 $456K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -7.4% 5,421 $456K
Neuberger Berman Group LLC 0.00% New 5,406 $455K
Compass Financial Group, INC 0.07% Reduce -17.9% 5,404 $455K
Allie Family Office LLC 0.22% Reduce -3.4% 5,400 $454K
Sage Investment Counsel LLC 0.50% Add +7.8% 5,395 $454K
Oxinas Partners, LLC 0.24% Add +4.8% 5,317 $447K
Rockwood Wealth Management, LLC 0.04% Add +1.1% 5,277 $444K
Horizon Investments, LLC 0.01% Reduce -84.1% 5,318 $444K
TD Waterhouse Canada Inc. 0.00% Add +1.1% 5,247 $441K
Culbertson A N & Co. Inc. 0.06% No change 5,230 $440K
Collaborative Wealth Managment Inc. 0.18% No change 5,225 $439K
Meriwether Wealth & Planning, LLC 0.25% No change 5,223 $439K
Sonoma Allocations LLC 0.16% — 5,144 $435K
Atticus Wealth Management, LLC 0.11% Reduce -2.3% 5,155 $434K
Empower Advisory Group, LLC 0.00% Add +11.0% 5,149 $433K
Magnolia Capital Advisors LLC 0.11% Add +80.5% 5,128 $431K
Wiser Advisor Group LLC 0.53% Add +0.7% 5,106 $429K
EFG Asset Management (Americas) Corp. 0.07% New 5,100 $429K
Nestegg Advisors, Inc. 0.38% Add +0.9% 5,074 $427K
Future Financial Wealth Managment LLC 0.27% New 5,060 $426K
Obermeyer Wealth Partners 0.02% Add +17.0% 4,966 $418K
Prospera Capital Management, LLC 0.20% New 4,967 $417K
Evanson Asset Management, LLC 0.02% Add +0.6% 4,959 $417K
Community Financial Services Group, LLC 0.08% No change 4,902 $412K
Praetorian Wealth Management, Inc. 0.08% New 4,898 $412K
Lake Street Private Wealth, LLC 0.05% Add +18.2% 4,860 $409K
SBI Securities Co., Ltd. 0.01% Add +6.0% 4,858 $409K
Krilogy Financial LLC 0.02% New 4,868 $406K
Merkkuri Wealth Advisors LLC 0.29% Add +1.2% 4,825 $406K
Objectivity Squared, LLC 0.24% Add +1.0% 4,814 $405K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 4,813 $405K
Wallace Advisory Group, LLC 0.33% Reduce -2.1% 4,879 $405K
Bristlecone Advisors, LLC 0.03% Add +0.4% 4,786 $403K
Greenleaf Trust 0.00% Reduce -12.0% 4,765 $401K
Mach-1 Financial Group, LLC 0.06% Add +17.8% 4,757 $400K
Integrity Advisory Solutions, LLC 0.06% — 4,757 $400K
Financial Network Wealth Advisors LLC 0.44% Reduce -7.4% 4,744 $399K
AlTi Global, Inc. 0.01% No change 4,720 $397K
Planning Directions Inc. 0.20% Add +65.4% 4,626 $389K
Zhang Financial LLC 0.02% No change 4,595 $386K
Centaurus Financial, Inc. 0.02% Add +24.7% 4,593 $386K
Simplicity Wealth,LLC 0.02% Reduce -38.5% 4,579 $385K
Beaumont Financial Advisors, LLC 0.03% Reduce -11.0% 4,563 $384K
Dynamic Wealth Strategies, LLC 0.26% Reduce -2.5% 4,548 $383K
Summit Global Investments 0.02% Reduce -1.0% 4,515 $380K
Kingswood Wealth Advisors, LLC 0.02% Add +0.0% 4,502 $379K
Bedel Financial Consulting, Inc. 0.05% Add +0.9% 4,476 $376K
Laraway Financial Advisors Inc 0.26% Add +3.9% 4,465 $376K
Ameliora Wealth Management Ltd. 0.12% Reduce -5.9% 4,450 $374K
Prelude Capital Management, LLC 0.03% New 4,440 $373K
Mason Investment Advisory Services, Inc. 0.02% Add +0.9% 4,437 $373K
Grey Fox Wealth Advisors, LLC 0.08% Add +9.4% 4,427 $372K
Disciplined Investors, L.L.C. 0.26% Add +1.3% 4,415 $371K
Maseco LLP 0.02% Add +29.7% 4,413 $371K
Warwick Investment Management, Inc. 0.06% Add +1.1% 4,406 $371K
Luminist Capital LLC 0.32% New 4,396 $370K
Greenwood Capital Associates LLC 0.04% No change 4,386 $369K
Raffa Wealth Management, LLC 0.07% Add +44.7% 4,369 $367K
Pinkerton Wealth, LLC 0.04% Add +40.7% 4,363 $367K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -3.9% 4,355 $366K
180 Wealth Advisors, LLC 0.04% Reduce -7.2% 4,347 $366K
Brighton Jones LLC 0.01% Add +7.8% 4,328 $364K
Sound Income Strategies, LLC 0.02% Add +44.8% 4,326 $362K
Geneos Wealth Management Inc. 0.01% Reduce -40.7% 4,296 $361K
Valpey Financial Services, LLC 0.23% Add +3.7% 4,230 $356K
Raab & Moskowitz Asset Management LLC 0.08% Add +1.1% 4,160 $350K
Cedar Point Capital Partners, LLC 0.23% Add +3.6% 4,159 $350K
BCS Wealth Management 0.08% Add +23.0% 4,143 $348K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.1% 4,143 $348K
McAdam, LLC 0.02% New 4,128 $347K
Lutz Financial Services LLC 0.03% Reduce -0.3% 4,116 $346K
Charter Oak Capital Management, LLC 0.03% Add +1.0% 4,107 $345K
TD Capital Management LLC 0.03% No change 4,100 $345K
FSB Premier Wealth Management, Inc. 0.11% No change 4,095 $344K
Security National Bank 0.05% Add +9.2% 4,094 $344K
Csenge Advisory Group 0.02% Add +25.1% 4,093 $344K
Cornerstone Planning Group LLC 0.06% Add +7900.0% 4,800 $343K
Timonier Family Office, LTD. 0.11% Add +0.3% 4,075 $343K
Boston Trust Walden Corp 0.00% No change 4,060 $341K
Iron Gate Global Advisors LLC 0.04% Reduce -25.5% 4,059 $341K
Balefire, LLC 0.07% Add +25.6% 4,013 $338K
Diversify Wealth Management, LLC 0.02% Reduce -25.7% 4,037 $337K
Ceeto Capital Group, LLC 0.10% No change 4,000 $336K
Frank, Rimerman Advisors LLC 0.02% New 3,987 $335K
Hanover Advisors Inc. 0.13% No change 3,954 $333K
Orleans Capital Management Corp. 0.21% Reduce -39.3% 3,932 $331K
Daymark Wealth Partners, LLC 0.01% New 3,912 $329K
Focus Financial Network, Inc. 0.01% Add +2.3% 3,911 $329K
Howard Wealth Management, LLC 0.15% Add +31.0% 3,862 $325K
Capital Investment Advisors, LLC 0.01% Add +7.2% 3,861 $325K
OMNI 360 Wealth, Inc. 0.18% No change 3,858 $324K
Gateway Wealth Partners, LLC 0.04% Reduce -25.9% 3,858 $324K
HC Advisors, LLC 0.23% No change 3,828 $322K
Grove Bank & Trust 0.04% Add +112.3% 3,789 $319K
Willow Creek Wealth Management Inc. 0.03% Reduce -30.2% 3,766 $317K
Chapin Davis, Inc. 0.08% Reduce -2.4% 3,739 $314K
Parkside Financial Bank & Trust 0.02% Reduce -0.0% 3,732 $314K
SeaCrest Wealth Management, LLC 0.03% Reduce -1.6% 3,736 $313K
Mustard Seed Financial, LLC 0.20% Add +4.2% 3,711 $312K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -26.6% 3,705 $312K
Strategic Financial Concepts, LLC 0.05% New 3,694 $311K
M&T Bank Corp 0.00% Reduce -26.0% 3,668 $309K
Azimuth Capital Investment Management LLC 0.01% Reduce -33.4% 3,655 $307K
Concorde Asset Management, LLC 0.13% — 3,651 $307K
Davidson Investment Advisors 0.01% Reduce -2.7% 3,650 $307K
Silver Oak Securities, Incorporated 0.02% Reduce -27.9% 3,646 $307K
Boreal Capital Management LLC 0.29% New 3,614 $304K
RPS Advisory Solutions LLC 0.15% Reduce -0.1% 3,604 $303K
Liberty Wealth Management LLC 0.04% New 3,593 $302K
Stephens Group Asset Management, LLC 0.02% No change 3,587 $302K
Gryphon Financial Partners LLC 0.03% Reduce -28.5% 3,582 $301K
Summit Trail Advisors, LLC 0.00% New 3,579 $301K
CoreCap Advisors, LLC 0.01% Reduce -29.8% 3,571 $300K
Prosperity Consulting Group, LLC 0.01% Reduce -14.2% 3,540 $298K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -1.4% 3,531 $297K
Columbus Macro, LLC 0.03% Reduce -5.7% 3,520 $296K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $296K
Endeavor Private Wealth, Inc. 0.09% Reduce -10.4% 3,487 $293K
GWN Securities Inc. 0.07% Reduce -24.6% 3,464 $293K
Cahaba Wealth Management, Inc. 0.02% Reduce -50.4% 3,472 $292K
Creekmur Asset Management LLC 0.05% Reduce -30.5% 3,471 $292K
Verisail Partners, LLC 0.12% Reduce -54.2% 3,441 $289K
17 Capital Partners, LLC 0.16% Add +14.2% 3,435 $289K
Nilsine Partners, LLC 0.03% Add +14.4% 3,426 $288K
Northstar Financial Companies, Inc. 0.27% No change 3,426 $288K
Valued Retirements, Inc. 0.32% No change 3,470 $288K
Bokf, NA 0.00% No change 3,398 $286K
UMB Bank, n.a. 0.00% Reduce -11.5% 3,395 $286K
Kovack Advisors, Inc. 0.03% Reduce -29.7% 3,355 $282K
Van Hulzen Asset Management, LLC 0.02% Add +33.1% 3,295 $277K
Wealth Dimensions Group, Ltd. 0.06% Add +7.5% 3,290 $277K
Kanawha Capital Management LLC 0.02% No change 3,274 $275K
YANKCOM Partnership 0.12% Reduce -3.0% 3,265 $275K
Siligmueller & Norvid Wealth Advisors LLC 0.12% Reduce -88.4% 3,246 $273K
Rothschild Wealth LLC 0.06% Reduce -1.5% 3,246 $273K
Ti-Trust, Inc. 0.17% Add +4.4% 3,226 $271K
Redmont Wealth Advisors LLC 0.38% Reduce -3.1% 3,224 $271K
Seaview Investment Managers LLC 0.10% Add +0.8% 3,213 $270K
Anson Capital, Inc. 0.20% Add +1.2% 3,201 $269K
Texas Yale Capital Corp. 0.01% Reduce -18.3% 3,149 $265K
Worth Asset Management, LLC 0.12% Reduce -21.9% 3,140 $264K
Elm3 Financial Group, LLC 0.21% Reduce -44.5% 3,118 $262K
Callahan Advisors, LLC 0.02% Add +6.0% 3,118 $262K
Ancora Advisors LLC 0.01% Add +31.8% 3,111 $262K
PFG Private Wealth Management, LLC 0.12% New 3,081 $259K
Integrity Wealth Solutions LLC 0.12% Add +1.2% 3,081 $259K
Roger Wittlin Investment Advisory, LLC 0.14% Reduce -27.4% 3,052 $257K
GeoWealth Management, LLC 0.01% Reduce -68.4% 3,047 $256K
Quantinno Capital Management LP 0.00% New 3,039 $256K
RFG Advisory, LLC 0.01% Reduce -80.2% 3,030 $255K
Eastern Bank 0.00% Add +60.3% 3,014 $254K
Creekside Partners 0.11% Add +1.1% 2,978 $251K
Brass Tax Wealth Management, Inc. 0.04% Reduce -2.6% 2,976 $250K
Insigneo Advisory Services, LLC 0.02% New 2,973 $250K
GEM Asset Management, LLC 0.12% New 2,960 $249K
First Hawaiian Bank 0.03% No change 2,932 $247K
UNIVEST FINANCIAL Corp 0.01% Add +0.2% 2,928 $246K
Stevens Capital Partners 0.07% Add +5.2% 2,921 $246K
Argentarii, LLC 0.10% Add +6.2% 2,903 $244K
Minot DeBlois Advisors LLC 0.22% No change 2,900 $244K
SeaBridge Investment Advisors LLC 0.04% Reduce -9.8% 2,893 $243K
Middleton & Co. Inc. 0.03% No change 2,875 $242K
Swmg, LLC 0.07% Reduce -3.6% 2,822 $239K
Members Trust Co 0.01% Reduce -5.3% 2,829 $238K
Berger Financial Group, Inc 0.01% No change 2,817 $237K
Continuum Advisory, LLC 0.03% Reduce -11.5% 2,809 $236K
Peoples Bank 0.14% New 2,800 $236K
Sax Wealth Advisors, LLC 0.01% Reduce -10.7% 2,797 $235K
Baskin Financial Services Inc. 0.02% No change 2,793 $235K
Calton & Associates, Inc. 0.03% New 2,764 $232K
First Horizon Corp. 0.01% — 2,748 $231K
NorthLanding Financial Partners, LLC 0.19% Add +1.2% 2,737 $230K
Lifeworks Advisors, LLC 0.03% Reduce -1.7% 2,723 $229K
Peak Retirement Planning, Inc. 0.06% Reduce -4.7% 2,700 $227K
Total Clarity Wealth Management, Inc. 0.06% Reduce -18.2% 2,687 $226K
Laffer Tengler Investments, Inc. 0.04% New 2,681 $225K
Members Advisory Group LLC 0.08% New 2,668 $224K
Twin Peaks Wealth Advisors, LLC 0.08% Reduce -27.1% 2,644 $222K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -66.9% 2,638 $222K
TCI Wealth Advisors, Inc. 0.01% New 2,632 $221K
Texas Bank & Trust Co 0.08% Reduce -19.2% 2,628 $221K
Fort Point Capital Partners LLC 0.03% Add +8.1% 2,625 $221K
Ritholtz Wealth Management 0.00% Add +8.6% 2,625 $221K
Marshall Financial Group, LLC 0.04% New 2,616 $220K
Ninety One UK Ltd 0.00% No change 2,610 $220K
Mendel Capital Management LLC 0.11% No change 2,602 $219K
TigerOak Management, L.L.C. 0.07% No change 2,578 $217K
HCR Wealth Advisors 0.02% New 2,560 $215K
Wescott Financial Advisory Group, LLC 0.02% Reduce -3.0% 2,556 $215K
Delta Financial Advisors LLC 0.06% New 2,550 $214K
Whitaker-Myers Wealth Managers, LTD. 0.05% Add +0.4% 2,538 $213K
WealthShield Partners, LLC 0.02% Reduce -7.3% 2,532 $213K
Tranquility Partners, LLC 0.07% New 2,531 $213K
RMR Wealth Builders 0.02% New 2,525 $212K
Valley Forge Investment Consultants Inc. Adv 0.06% Add +1.2% 2,512 $211K
ProVise Management Group, LLC 0.02% No change 2,508 $211K
Vision Financial Markets LLC 0.18% No change 2,501 $210K
Northside Capital Management, LLC 0.02% New 2,500 $210K
Discipline Wealth Solutions, LLC 0.06% New 2,497 $210K
Associated Banc-Corp 0.01% New 2,497 $210K
Newport Capital Group, LLC 0.13% Add +2.9% 2,491 $210K
Certior Financial Group, LLC 0.14% Add +1.2% 2,484 $209K
Franklin Resources Inc. 0.00% Reduce -20.2% 2,454 $206K
Sunburst Financial Group, LLC 0.04% Reduce -7.8% 2,441 $205K
Armstrong Advisory Group, Inc. 0.01% Add +0.5% 2,438 $205K
Orin Green Financial, LLC 0.08% New 2,425 $204K
Federation des caisses Desjardins du Quebec 0.00% Reduce -6.9% 2,415 $203K
Mullaney, Keating & Wright, Inc. 0.11% New 2,410 $203K
Toth Financial Advisory Corp. 0.02% New 2,400 $202K
Canvas Wealth Advisors, LLC 0.04% New 2,400 $202K
Root Financial Partners, LLC 0.01% New 2,363 $199K
Breakwater Investment Management 0.07% No change 2,268 $191K
Pinnacle Bancorp, Inc. 0.06% No change 2,259 $190K
Integrity Financial Corp 0.09% Reduce -55.6% 2,253 $189K
DHJJ Financial Advisors, Ltd. 0.06% Reduce -20.4% 2,133 $179K
N.E.W. Advisory Services LLC 0.02% Reduce -2.2% 2,120 $178K
Front Row Advisors LLC 0.06% Reduce -2.4% 2,061 $173K
AdvisorNet Financial, Inc 0.01% Reduce -7.5% 2,055 $173K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -11.8% 2,051 $172K
Golden State Wealth Management, LLC 0.02% Add +0.8% 2,049 $172K
Urban Financial Advisory Corp 0.08% Add +1.2% 1,977 $166K
Barrett & Company, Inc. 0.06% Add +0.3% 1,972 $166K
Wealthspire Advisors, LLC 0.00% New 1,955 $164K
Silicon Valley Capital Partners 0.02% New 1,911 $161K
AlphaCore Capital LLC 0.01% Add +16.9% 1,856 $156K
Advisors Asset Management, Inc. 0.00% New 1,836 $154K
Hills Bank & Trust Co 0.01% No change 1,822 $153K
Powell Investment Advisors, LLC 0.05% No change 1,820 $153K
Graney & King, LLC 0.10% No change 1,770 $149K
Chung Wu Investment Group, LLC 0.12% No change 1,743 $147K
Hazlett, Burt & Watson, Inc. 0.05% New 1,707 $143K
Trust Co. of Vermont 0.01% Add +22.9% 1,658 $139K
Coastline Trust Co 0.01% No change 1,628 $137K
JNBA Financial Advisors 0.01% No change 1,616 $136K
Investors Research Corp 0.02% No change 1,597 $134K
Centennial Bank 0.05% Add +275.0% 1,500 $126K
Fairscale Capital, LLC 0.09% No change 1,489 $125K
GPS Wealth Strategies Group, LLC 0.01% Add +16.6% 1,441 $121K
Larson Financial Group LLC 0.00% No change 1,426 $120K
Capital Investment Advisory Services, LLC 0.01% Add +11.9% 1,418 $119K
Pillar Financial Advisors, LLC 0.07% No change 1,400 $118K
Hantz Financial Services, Inc. 0.00% Add +31.4% 1,393 $117K
S.A. Mason LLC 0.05% No change 1,310 $110K
Strategic Wealth Partners, Ltd. 0.01% No change 1,290 $109K
Vermillion Wealth Management, Inc. 0.03% Add +1.2% 1,280 $108K
Plante Moran Financial Advisors, LLC 0.01% Reduce -92.7% 1,196 $101K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,132 $95K
Eukles Asset Management 0.04% No change 1,103 $93K
Sachetta, LLC 0.03% Reduce -18.6% 1,089 $92K
Robinswood Financial LLC 0.03% Add +0.9% 1,049 $88K
Cullen/Frost Bankers, Inc. 0.00% Add +66.0% 1,014 $85K
Anfield Capital Management, LLC 0.02% No change 1,007 $85K
Bernard Wealth Management Corp. 0.04% Add +3.8% 1,004 $84K
Evolution Wealth Management Inc. 0.09% Add +335.8% 998 $84K
Chapman Financial Group, LLC 0.06% Add +161.3% 972 $82K
American National Bank & Trust 0.01% No change 947 $80K
Delta Asset Management LLC 0.01% No change 901 $76K
Bogart Wealth, LLC 0.00% Add +0.1% 848 $71K
Orion Capital Management LLC 0.02% New 837 $70K
Consultiva Wealth Management, Corp. 0.20% No change 832 $70K
Smallwood Wealth Investment Management, LLC 0.04% Reduce -9.9% 822 $69K
Rothschild Investment LLC 0.00% Add +17.4% 810 $68K
Proffitt & Goodson Inc. 0.01% No change 760 $64K
Highline Wealth Partners LLC 0.02% New 729 $61K
Strategic Investment Solutions, Inc. 0.02% Add +1.1% 722 $61K
Chilton Capital Management LLC 0.00% Reduce -1.9% 687 $58K
Rossby Financial, LCC 0.02% Add +0.3% 682 $57K
Richardson Financial Services Inc. 0.04% Add +4.0% 680 $57K
Piscataqua Savings Bank 0.04% No change 644 $54K
MCF Advisors LLC 0.00% No change 630 $53K
Westfuller Advisors, LLC 0.02% New 553 $46K
McIlrath & Eck, LLC 0.00% Reduce -66.8% 548 $46K
Founders Financial Alliance, LLC 0.01% New 536 $45K
Turim 21 Investimentos Ltda. 0.01% No change 521 $44K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $39K
Salem Investment Counselors Inc. 0.00% Add +6.8% 454 $38K
Allianz SE 0.00% No change 430 $36K
Glen Eagle Advisors, LLC 0.01% Add +0.7% 424 $36K
Abich Financial Wealth Management LLC 0.01% — 419 $35K
ORG Partners LLC 0.01% No change 414 $35K
Colonial Trust Co / SC 0.00% Reduce -16.4% 409 $34K
United Financial Planning Group LLC 0.02% — 406 $34K
Archer Investment Corp 0.01% Add +0.3% 402 $34K
Nvwm, LLC 0.01% No change 369 $31K
Anchor Investment Management, LLC 0.00% Add +0.8% 363 $31K
Physician Wealth Advisors, Inc. 0.00% No change 358 $30K
Signaturefd, LLC 0.00% Reduce -55.1% 346 $29K
Aspect Partners, LLC 0.01% No change 343 $29K
Caldwell Trust Co 0.00% No change 303 $25K
Capital Advisors, Ltd. LLC 0.00% Add +973.1% 279 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $23K
Indiana Trust & Investment Management Co 0.01% Add +108.0% 260 $22K
TruNorth Capital Management, LLC 0.00% Reduce -1.5% 256 $22K
Trust Co. of Toledo NA 0.00% No change 250 $21K
Tompkins Financial Corp. 0.00% No change 249 $21K
First PREMIER Bank 0.00% No change 235 $20K
Reyes Financial Architecture, Inc. 0.01% No change 227 $19K
Pineridge Advisors LLC 0.01% Add +1.4% 226 $19K
Costello Asset Management, INC 0.01% No change 224 $19K
Angeles Wealth Management, LLC 0.00% Add +36.6% 224 $19K
Greykasell Wealth Strategies, Inc. 0.01% New 223 $19K
2UniFi Bank 0.01% No change 221 $19K
Raelipskie Partnership 0.01% No change 215 $18K
Register Financial Advisors LLC 0.01% Add +303.8% 214 $18K
HM Payson & Co. 0.00% No change 206 $17K
Clarity Asset Management, Inc. 0.01% Add +1.0% 196 $16K
EPG Wealth Management LLC 0.00% No change 194 $16K
Financial Gravity Asset Management, Inc. 0.00% — 194 $16K
Fiduciary Advisors, Inc. 0.01% New 180 $15K
Delos Wealth Advisors, LLC 0.01% Reduce -59.7% 180 $15K
O'shaughnessy Asset Management, LLC 0.00% Add +87.5% 180 $15K
Cranbrook Wealth Management, LLC 0.00% No change 174 $15K
Tidemark, LLC 0.00% Add +0.6% 164 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
Hoese & Co LLP 0.01% No change 158 $13K
Retirement Wealth Solutions LLC 0.01% New 156 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
Brown Brothers Harriman & Co. 0.00% Add +30.1% 147 $12K
Harbor Investment Advisory, LLC 0.00% No change 142 $12K
Kilter Group LLC 0.01% Add +4.5% 140 $12K
Center for Financial Planning, Inc. 0.00% Reduce -2.2% 132 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $11K
Citizens National Bank Trust Department 0.00% No change 125 $11K
FSA Wealth Management LLC 0.00% No change 54 $10K
Ascentis Wealth Management, LLC 0.00% No change 123 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Aventura Private Wealth, LLC 0.00% No change 115 $10K
Scarborough Advisors, LLC 0.00% No change 110 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Legacy Wealth Managment, LLC 0.00% No change 106 $9K
Smartleaf Asset Management LLC 0.00% Add +178.4% 103 $9K
Mountain Hill Investment Partners Corp. 0.01% New 100 $8K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
MPWM Advisory Solutions, LLC 0.01% Reduce -37.1% 100 $8K
Mendota Financial Group, LLC 0.01% No change 97 $8K
POM Investment Strategies, LLC 0.00% New 97 $8K
Roble, Belko & Company, Inc 0.00% No change 100 $8K
TCTC Holdings, LLC 0.00% New 91 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
Westend Capital Management, LLC 0.00% New 81 $7K
SIMA Wealth Partners, LLC 0.00% No change 75 $6K
GAMMA Investing LLC 0.00% Add +289.5% 74 $6K
Tradewinds Capital Management, LLC 0.00% New 73 $6K
Bangor Savings Bank 0.00% Add +14.6% 63 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Abound Wealth Management 0.00% Reduce -97.5% 49 $4K
Millstone Evans Group, LLC 0.00% No change 48 $4K
Prudent Man Investment Management, Inc. 0.00% No change 49 $4K
Cary Street Partners Investment Advisory LLC 0.00% Add +4.7% 45 $4K
Measured Wealth Private Client Group, LLC 0.00% New 42 $4K
Pandora Wealth, Inc. 0.00% Reduce -20.0% 40 $3K
Barclays PLC 0.00% Reduce -100.0% 38 $3K
Broadwater Capital Management LLC 0.00% Reduce -98.8% 38 $3K
Bell Investment Advisors, Inc 0.00% No change 35 $3K
Bear Mountain Capital, Inc. 0.00% New 32 $3K
Salomon & Ludwin, LLC 0.00% No change 32 $3K
Asset Dedication, LLC 0.00% No change 26 $2K
Albion Financial Group 0.00% No change 24 $2K
Medallion Wealth Advisors, LLC 0.00% Reduce -18.5% 22 $2K
Ameriflex Group, Inc. 0.00% Add +75.0% 14 $1K
NFSG Corp 0.00% No change 14 $1K
Provenance Wealth Advisors, LLC 0.00% New 14 $1K
Guerra Advisors Inc 0.00% New 12 $1K
CKW Financial Group 0.00% No change 8 $1K
Global Wealth Strategies & Associates 0.00% New 10 $841
Flagship Wealth Advisors, LLC 0.00% New 9 $757
American Wealth Advisors, LLC 0.00% — 5 $450
Keystone Financial Group, Inc. 0.00% Reduce -99.6% 1 $83
Sunbelt Securities, Inc. 0.00% No change 1 $82

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