Vanguard Int-Term CorporateVCITETF

13F holders, Q4 2025 (December 31)
1,334holders +120
103new positions
67sold out
7famous investors
$83.75avg. 13F price*

At the end of Q4 2025, 1,334 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 120 from Q3 2025. 103 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($7.1B), Fisher Asset Management ($7.0B) and JPMorgan Chase & Co. ($4.3B). 7 famous investors held it, including Ken Fisher (2.4% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions103$470.7M
Exits67$976.2M

All 13F filers, Q3 2025 → Q4 2025: 41,124,750 shares bought and 31,758,595 shares sold, net +9,366,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,334 holders

Bank of America Corp. 0.52% Add +3.1% 84,849,444 $7.1B
Fisher Asset Management 2.40% Add +4.1% 83,976,379 $7.0B
JPMorgan Chase & Co. 0.29% Reduce -3.7% 51,306,322 $4.3B
Creative Planning 1.59% Add +0.5% 26,568,303 $2.2B
Morgan Stanley 0.12% Add +22.4% 24,048,406 $2.0B
Royal Bank of Canada 0.20% Add +0.1% 13,404,757 $1.1B
LPL Financial LLC 0.25% Add +5.9% 10,895,493 $912.5M
Envestnet Asset Management Inc. 0.27% Add +5.0% 10,886,814 $911.8M
Wells Fargo & Company 0.17% Add +5.9% 10,181,977 $852.7M
Goldman Sachs Group Inc. 0.10% Reduce -13.9% 8,285,729 $693.9M
Ameriprise Financial Inc. 0.13% Add +8.3% 7,089,086 $593.7M
Nepc LLC 10.87% Add +37.8% 6,093,365 $510.3M
Baird Financial Group, Inc. 0.78% Add +32.8% 5,958,038 $499.0M
Wealthfront Advisers LLC 1.03% Add +8.9% 5,510,729 $461.5M
Raymond James Financial Inc. 0.13% Add +5.4% 4,870,777 $407.9M
PNC Financial Services Group, Inc. 0.19% Add +6.1% 4,244,757 $355.5M
UBS Group AG 0.07% Add +6.7% 4,080,035 $341.7M
State of Tennessee, Department of Treasury 0.78% Add +6.9% 2,914,914 $244.7M
Varma Mutual Pension Insurance Co 1.37% No change 2,700,000 $226.1M
Blue Trust, Inc. 2.46% Add +19.5% 2,596,496 $217.5M
HighTower Advisors, LLC 0.22% Add +123.6% 2,440,152 $204.4M
Focus Partners Wealth 0.21% Add +65.4% 2,201,696 $184.4M
Bank of New York Mellon Corp 0.03% Add +8.8% 2,093,581 $175.3M
Corient Private Wealth LP 0.24% Add +8.7% 2,078,514 $174.1M
Facet Wealth, Inc. 2.73% Add +16.0% 1,838,783 $154.3M
First Interstate Bank 8.17% Add +2.2% 1,817,545 $152.2M
Constellation Investments, Inc. 4.51% Add +57.0% 1,746,325 $146.3M
Bernicke Wealth Management, Ltd. 18.28% — 1,699,369 $142.3M
Buffalo Business & Estate Services Ltd. 19.44% — 1,615,840 $135.3M
BlackRock, Inc. 0.00% Reduce -6.1% 1,594,840 $133.6M
State Farm Mutual Automobile Insurance Co. 0.10% No change 1,542,000 $129.1M
Equitable Holdings, Inc. 0.83% Add +22.7% 1,455,853 $121.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.06% Add +3.6% 1,370,668 $114.8M
Hilton Capital Management, LLC 8.24% Add +43.6% 1,306,015 $109.4M
National Bank of Canada 0.11% Add +1483.8% 1,289,599 $108.0M
Cetera Investment Advisers 0.12% Add +8.2% 1,282,358 $107.4M
Janney Montgomery Scott LLC 0.25% Add +4.9% 1,281,295 $107.3M
Brandywine Oak Private Wealth LLC 8.88% Add +1.5% 1,263,763 $105.8M
Legacy Edge Advisors, LLC 11.39% Add +6.2% 1,241,883 $104.0M
Assetmark, Inc. 0.21% Reduce -0.3% 1,240,532 $103.9M
Truist Financial Corp. 0.14% Add +11.4% 1,233,840 $103.3M
American Family Investments, Inc. 3.69% New 1,225,000 $102.6M
Allspring Global Investments Holdings, LLC 0.15% Add +445.1% 1,095,523 $91.8M
Robertson Stephens Wealth Management, LLC 2.49% Add +7.1% 1,055,148 $88.4M
Rebalance, LLC 5.13% Add +3.9% 1,047,605 $87.7M
Vanguard Group Inc. 0.00% Add +6631.0% 1,015,034 $85.0M
Capitolis Liquid Global Markets LLC 0.50% New 1,008,300 $84.4M
Capital Advantage, Inc. 11.34% Reduce -1.1% 1,003,349 $84.0M
Mather Group, Llc. 0.82% Add +4.6% 952,152 $79.7M
Davidson Capital Management Inc. 16.42% Add +6.5% 905,604 $75.8M
Cambridge Investment Research Advisors, Inc. 0.20% Add +9.2% 893,254 $74.8M
Bridgewater Advisors Inc. 4.78% Add +6.5% 880,037 $73.8M
Osaic Holdings, Inc. 0.11% Reduce -2.7% 869,129 $72.8M
Busey Bank 1.90% Add +2.4% 859,667 $72.0M
Strategic Financial Services, Inc. 3.30% Add +4.3% 853,990 $71.6M
Benjamin Edwards Inc. 0.79% Add +8.5% 854,876 $71.6M
SHP Wealth Management 5.51% — 845,435 $70.8M
Flputnam Investment Management Co. 0.99% Add +11.7% 815,237 $68.3M
Patriot Investment Management Group, Inc. 4.28% Add +3.9% 805,609 $67.5M
American Century Companies Inc. 0.03% Add +6.1% 804,300 $67.4M
Jones Financial Companies LLLP 0.04% Add +38.4% 803,480 $67.3M
Commonwealth Equity Services, LLC 0.09% Reduce -65.5% 784,092 $65.7M
Nearwater Capital Markets, Ltd 1.12% New 782,100 $65.5M
Keybank National Association 0.23% Add +3.3% 774,720 $64.9M
1832 Asset Management L.P. 0.08% Add +1.6% 763,226 $63.9M
Mirae Asset Global Investments Co., Ltd. 0.17% Add +20.6% 723,612 $60.6M
Cape Cod Five Cents Savings Bank 5.51% No change 718,432 $60.2M
GDS Wealth Management 3.76% Add +12.0% 717,116 $60.1M
Steele Capital Management, Inc. 2.54% Add +0.3% 707,275 $59.2M
Susquehanna International Group, LLP 0.08% Add +125.1% 704,745 $59.0M
WestEnd Advisors, LLC 1.36% Add +1.1% 695,121 $58.2M
Private Advisor Group, LLC 0.26% Add +19.9% 669,249 $56.0M
Scotia Capital Inc. 0.22% Reduce -20.2% 662,433 $55.5M
RiverFront Investment Group, LLC 0.90% Add +0.2% 655,062 $54.9M
Stifel Financial Corp. 0.05% Add +9.4% 652,715 $54.7M
Dodds Wealth, LLC 13.38% Add +2.0% 651,573 $54.6M
Bartlett & Co. Wealth Management LLC 0.70% Add +2.7% 642,293 $53.8M
Financial Advisory Partners, LLC 15.11% Add +9.1% 639,920 $53.6M
Arkos Global Advisors 6.76% Add +11.6% 629,567 $52.7M
Citadel Advisors 0.04% New 621,082 $52.0M
Bessemer Group Inc. 0.08% Add +70.6% 620,853 $52.0M
Bank of Montreal 0.02% Add +9.6% 620,181 $51.9M
Hanson & Doremus Investment Management 5.99% Add +7.1% 594,793 $49.8M
&partners 0.26% Add +2.6% 587,634 $49.2M
Evergreen Advisors, LLC 11.92% — 583,718 $48.9M
Advisory Alpha, LLC 1.32% Add +7.4% 580,994 $48.7M
Arista Wealth Management, LLC 5.94% Add +4.5% 577,207 $48.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -19.4% 557,300 $46.8M
Focused Wealth Management, Inc 4.87% Add +10.4% 547,148 $45.8M
DecisionPoint Financial, LLC 9.94% Add +2.9% 539,643 $45.2M
Howe & Rusling Inc. 2.95% Add +6.4% 532,586 $44.6M
Florida Trust Wealth Management Co 1.23% Add +76.8% 531,593 $44.5M
Mercer Global Advisors Inc. 0.07% Reduce -5.7% 529,120 $44.3M
Stonebridge Capital Advisors LLC 3.00% Add +4.7% 516,671 $43.3M
Bishop & Co Investment Management, LLC 13.42% Add +0.8% 483,675 $40.5M
Hudock, Inc. 5.96% Reduce -0.2% 483,219 $40.5M
Southern Farm Bureau Life Insurance 4.16% Add +0.3% 480,641 $40.3M
Strategic Wealth Investment Group, LLC 4.87% Reduce -24.0% 473,101 $39.6M
MilWealth Group LLC 9.39% Add +3.0% 470,819 $39.4M
Mariner, LLC 0.05% Add +8.3% 469,622 $39.3M
Savant Capital, LLC 0.22% Add +1921.1% 468,784 $39.3M
Alliancebernstein L.P. 0.01% Add +4.5% 464,843 $38.9M
Newton One Investments LLC 11.16% Add +0.4% 451,628 $37.8M
Sanctuary Advisors, LLC 0.21% Add +13.7% 449,791 $37.7M
Rosenberg Matthew Hamilton 7.76% Add +14.9% 447,133 $37.4M
Cwm, LLC 0.10% Add +4.3% 445,581 $37.3M
Cypress Financial Planning LLC 10.37% Add +3.0% 441,834 $37.1M
CWA Asset Management Group, LLC 1.31% Add +6.7% 434,549 $36.4M
Advisors Capital Management, LLC 0.43% Add +10.9% 430,933 $36.1M
Allen Investment Management, LLC 0.40% Add +2.6% 430,914 $36.1M
NewEdge Advisors, LLC 0.13% Add +11.8% 428,096 $35.9M
Raffa Wealth Management, LLC 5.36% Add +9414.6% 415,692 $34.8M
American Financial Advisors, LLC 4.49% Add +3.0% 415,679 $34.8M
Citigroup Inc. 0.02% Add +1.1% 400,763 $33.6M
Wealth Enhancement Advisory Services, LLC 0.05% Add +14.5% 399,219 $33.5M
Rakuten Investment Management, Inc. 0.11% No change 395,967 $33.3M
Fiducient Advisors LLC 4.11% Add +4.5% 396,309 $33.2M
Marion Wealth Management 7.35% Add +5.4% 394,360 $33.1M
Waverly Advisors, LLC 0.27% Reduce -16.9% 391,804 $32.8M
Capital Advisors Wealth Management, LLC 4.44% Add +1.1% 389,335 $32.6M
Mitsubishi UFJ Trust & Banking Corp 0.08% No change 385,230 $32.3M
Great Lakes Retirement, Inc. 3.34% Add +2.6% 383,659 $32.1M
Summit Asset Management, LLC 4.54% Add +91.3% 382,757 $32.1M
Meridian Management Co. 7.84% Add +10.3% 378,354 $31.7M
Jane Street Group, LLC 0.04% New 377,660 $31.6M
Lebenthal Global Advisors, LLC 4.82% Add +1.2% 372,551 $31.2M
CBIZ Investment Advisory Services, LLC 1.17% Add +5.1% 370,814 $31.1M
Qube Research & Technologies Ltd 0.04% Add +26.4% 370,017 $31.0M
WESCAP Management Group, Inc. 6.16% Add +1.9% 363,059 $30.4M
Apella Capital, LLC 0.60% Add +6.0% 360,867 $30.2M
BIP Wealth, LLC 1.07% Add +32.7% 360,796 $30.2M
25 LLC 9.45% Add +10.0% 355,724 $29.8M
Essex LLC 5.25% Reduce -14.8% 353,751 $29.6M
Vise Technologies, Inc. 0.58% Add +9.0% 352,454 $29.5M
Summit Financial, LLC 0.43% Add +10.2% 350,070 $29.3M
Envestnet Portfolio Solutions, Inc. 0.10% Add +77.5% 348,640 $29.2M
Penserra Capital Management LLC 0.35% Reduce -5.8% 348,069 $29.1M
Vestmark Advisory Solutions, Inc. 0.39% Add +60.3% 343,394 $28.8M
Badgley Phelps Wealth Managers, LLC 0.52% Reduce -4.3% 337,926 $28.3M
Foundation Wealth Management, LLC\PA 10.24% Add +35.3% 336,870 $28.2M
Banco Santander, S.A. 0.21% Add +138.2% 335,206 $28.1M
Pioneer Wealth Management Group 8.51% Add +5.5% 334,618 $28.0M
Old National Bancorp 0.46% Add +2.7% 331,540 $27.8M
Elevation Point Wealth Partners, LLC 1.31% Add +62.7% 323,930 $27.1M
TD Private Client Wealth LLC 0.58% Add +6.7% 323,846 $27.1M
Pacific Capital Wealth Advisors, Inc. 4.64% Add +0.4% 323,341 $27.1M
Winch Advisory Services, LLC 5.90% Add +3.0% 318,380 $26.7M
Hassell Wealth Management, LLC 8.87% Add +2.6% 316,696 $26.5M
Tidal Investments LLC 0.11% Reduce -32.8% 316,171 $26.5M
Berkeley Capital Partners, LLC 6.20% Add +1.6% 313,991 $26.3M
Concurrent Investment Advisors, LLC 0.30% Add +7.3% 313,071 $26.2M
Aozora Bank, LTD. 79.70% Reduce -71.6% 310,000 $26.0M
Parallel Advisors, LLC 0.45% Add +7.0% 291,363 $24.8M
1834 Investment Advisors Co. 3.06% Reduce -6.6% 291,325 $24.4M
Beacon Pointe Advisors, LLC 0.17% Add +28.2% 284,739 $23.8M
Janus Henderson Group PLC 0.01% Add +29.7% 278,760 $23.3M
Steward Partners Investment Advisory, LLC 0.13% Add +2.2% 277,226 $23.2M
Insight Wealth Partners, LLC 9.62% Reduce -1.1% 275,950 $23.1M
Victory Capital Management Inc. 0.01% Reduce -0.3% 275,674 $23.1M
Foundations Investment Advisors, LLC 0.30% Add +8.8% 275,673 $23.1M
First Financial Bankshares Inc 0.46% Add +0.5% 274,319 $23.0M
Avior Wealth Management, LLC 0.71% Reduce -3.2% 273,012 $22.9M
Global Wealth Management Investment Advisory, Inc. 3.61% Add +7.0% 269,149 $22.5M
Power Wealth Management LLC 7.92% Add +5.9% 268,487 $22.5M
RKL Wealth Management LLC 1.84% Add +1.1% 268,163 $22.5M
MML Investors Services, LLC 0.05% Add +41.6% 267,974 $22.4M
Union Bancaire Privee, UBP SA 0.26% Add +6.6% 265,213 $22.1M
Rockefeller Capital Management L.P. 0.04% Add +26.9% 260,276 $21.8M
West Financial Advisors, LLC 3.61% Add +29.1% 255,295 $21.4M
Ameritas Investment Partners, Inc. 0.64% Add +7.4% 252,137 $21.1M
SpringVest Wealth Management LLC 14.62% Reduce -9.0% 250,501 $21.0M
Keyvantage Wealth, LLC 8.95% Add +26.3% 249,884 $20.9M
NorthCoast Asset Management LLC 0.45% Add +765.7% 243,359 $20.4M
Hall Capital Management Co. Inc. 7.73% Add +11.8% 239,239 $20.0M
GoalFusion Wealth Management, LLC 9.26% Add +10.0% 238,999 $20.0M
Thrivent Financial for Lutherans 0.04% Add +33.5% 234,723 $19.7M
Park Avenue Securities LLC 0.17% Add +0.3% 234,218 $19.6M
Crews Bank & Trust 2.75% Add +5.4% 229,434 $19.2M
Belpointe Asset Management LLC 0.69% Add +24.7% 228,859 $19.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +16.9% 226,896 $19.0M
Arbor Wealth Management LLC\AZ 14.77% — 226,690 $19.0M
Northwest Bancshares, Inc. 3.64% Add +43.8% 224,943 $18.8M
Members Advisory Group LLC 7.07% Add +8293.6% 223,941 $18.8M
Exencial Wealth Advisors, LLC 0.59% Add +2.0% 223,715 $18.7M
Bragg Financial Advisors, Inc 0.61% Add +4.5% 222,498 $18.6M
Equita Financial Network, Inc. 5.61% Add +13.1% 222,472 $18.6M
Alpha Cubed Investments, LLC 0.64% Add +2.0% 222,225 $18.6M
Luminvest Wealth Management LLC 5.15% Add +72.0% 221,739 $18.6M
Financial Management Network Inc. 2.94% Reduce -0.3% 221,648 $18.6M
Cerity Partners LLC 0.03% Add +381.8% 218,725 $18.3M
Old Mission Capital LLC 0.70% Add +32.6% 216,070 $18.1M
First National Trust Co 0.60% Add +2.9% 214,816 $18.0M
HRT Financial LP 0.06% New 211,765 $17.7M
TAGStone Capital, Inc. 6.60% Add +11.1% 211,567 $17.7M
Modera Wealth Management, LLC 0.20% Reduce -0.5% 210,752 $17.7M
Twin Cities Retirement Group LLC 16.75% — 207,213 $17.4M
Comerica Bank 0.07% Reduce -5.2% 204,064 $17.1M
White Lighthouse Investment Management Inc. 2.34% Add +1.4% 200,521 $16.8M
Marks Wealth, LLC 5.57% New 198,775 $16.6M
Principal Financial Group Inc. 0.01% Reduce -10.7% 196,830 $16.5M
Financial Futures Ltd Liability Co. 7.60% Add +5.3% 195,827 $16.4M
Greenspring Advisors, LLC 1.00% Add +910.8% 194,428 $16.3M
Longview Financial Advisors LLC 8.79% Add +9.4% 190,355 $15.9M
1 North Wealth Services LLC 5.60% Reduce -1.2% 190,081 $15.9M
Vident Advisory, LLC 0.15% Add +35.4% 189,327 $15.9M
Prudential Financial Inc. 0.02% No change 188,364 $15.8M
Roundview Capital LLC 0.96% Add +7.2% 187,209 $15.7M
XY Planning Network, Inc. 2.72% Add +56.4% 186,690 $15.6M
Topsail Wealth Management, LLC 2.29% Add +5.6% 186,512 $15.6M
Sequoia Financial Advisors, LLC 0.09% Add +4.3% 184,143 $15.4M
Alliance Wealth Advisors, LLC 3.32% Add +772.0% 183,044 $15.3M
Coyle Financial Counsel LLC 3.25% Add +4.7% 181,341 $15.2M
Principal Securities, Inc. 0.23% Add +1.5% 181,177 $15.2M
Legacy Financial Group LLC 1.87% New 181,464 $15.2M
Quaker Wealth Management, LLC 4.77% Add +1.3% 179,689 $15.0M
Net Worth Advisory Group 3.03% Add +57.5% 179,200 $15.0M
Financial Freedom, LLC 7.34% Add +4.6% 176,702 $14.8M
Captrust Financial Advisors 0.03% Add +5.1% 175,747 $14.7M
Orion Porfolio Solutions, LLC 0.11% Add +22.6% 175,722 $14.7M
Matrix Trust Co 2.41% Add +1.0% 174,321 $14.6M
United Services Automobile Association 0.92% Reduce -1.3% 173,961 $14.6M
Towerpoint Wealth, LLC 5.76% Add +0.1% 173,711 $14.5M
NewEdge Wealth, LLC 0.16% Reduce -4.7% 172,561 $14.5M
Cordant, Inc. 6.01% Reduce -1.7% 171,268 $14.3M
PFG Advisors 0.69% Reduce -9.9% 168,999 $14.2M
Causey Wealth LLC 6.38% Add +13.3% 167,861 $14.1M
St Germain D J Co. Inc. 0.54% Reduce -1.4% 164,511 $13.8M
Powers Advisory Group, LLC 5.18% Add +7.7% 164,352 $13.8M
Atria Investments, Inc 0.16% Add +3.0% 163,770 $13.7M
Westview Management dba Westview Investment Advisors 6.48% — 162,410 $13.6M
Checchi Capital Advisers, LLC 0.92% Add +5.6% 161,947 $13.6M
Shotwell Rutter Baer Inc 8.04% Add +6.2% 159,878 $13.4M
FLC Capital Advisors 2.43% Add +6.9% 157,118 $13.2M
Benchmark Financial, LLC 13.00% — 155,735 $13.0M
Morton Brown Family Wealth, LLC 3.54% Add +16.6% 155,174 $13.0M
Peak Financial Management, Inc. 3.32% Add +4.2% 153,930 $12.9M
Marshall & Sterling Wealth Advisors Inc. 8.50% Add +10.5% 153,818 $12.9M
Systelligence, LLC 2.43% Add +38.0% 152,452 $12.8M
Kestra Advisory Services, LLC 0.05% Add +9.3% 150,564 $12.6M
Point72 Asset Management 0.02% New 150,000 $12.6M
Passumpsic Savings Bank 6.84% — 149,128 $12.5M
Procyon Advisors, LLC 0.61% Reduce -3.5% 147,420 $12.3M
Cascade Wealth Advisors, Inc 5.63% Reduce -14.0% 145,383 $12.2M
AQR Capital Management 0.01% Add +17.2% 145,255 $12.2M
Seaside Wealth Management, Inc. 3.46% Add +3.3% 144,805 $12.1M
Pinnacle Financial Partners, Inc. 0.09% — 144,294 $12.1M
Wealth Management Nebraska 1.35% Reduce -1.8% 140,696 $11.8M
Global Retirement Partners, LLC 0.21% Add +6.4% 139,455 $11.7M
Shufro Rose & Co. LLC 0.79% Add +21.4% 137,932 $11.6M
Revisor Wealth Management LLC 3.05% Add +6.5% 136,130 $11.4M
MassMutual Private Wealth & Trust, FSB 0.29% Reduce -1.8% 135,664 $11.4M
DAVENPORT & Co LLC 0.06% Add +15.3% 134,246 $11.2M
Napier Financial, LLC 2.80% — 133,721 $11.2M
Cantor Fitzgerald Investment Advisors L.P. 0.83% Add +3.4% 133,716 $11.2M
BluePrint Investing LLC 9.99% — 133,159 $11.2M
Natixis Advisors, LLC 0.02% Add +35.7% 133,014 $11.1M
Evergreen Capital Management LLC 0.25% Add +13.8% 130,949 $11.0M
NorthCrest Asset Manangement, LLC 0.24% Reduce -2.0% 130,222 $10.9M
OneDigital Investment Advisors LLC 0.11% Add +2.8% 129,943 $10.9M
Frisco Financial Planning LLC 9.03% Add +1.5% 128,980 $10.8M
Apollon Wealth Management, LLC 0.18% Add +10.9% 126,338 $10.6M
Curbstone Financial Management Corp 2.02% Add +25.9% 125,952 $10.5M
BNP Paribas Financial Markets 0.01% Add +85.6% 125,037 $10.5M
Hurlow Wealth Management Group, Inc. 2.53% Add +5.7% 123,288 $10.3M
CMH Wealth Management LLC 2.21% Add +5.3% 123,036 $10.3M
Cambridge Advisors Inc. 1.95% Add +3.5% 122,600 $10.3M
AA Financial Advisors, LLC 1.88% Add +1.8% 121,524 $10.2M
Stephens Inc. 0.13% Add +9.8% 120,781 $10.1M
Phillips Financial Management, LLC 0.65% Reduce -23.0% 120,638 $10.1M
Family CFO Inc 4.49% Add +2.5% 119,989 $10.0M
Sagace Wealth Management LLC 6.82% Add +1.3% 119,665 $10.0M
NYL Investors LLC 3.40% Add +0.5% 119,582 $10.0M
Stolz & Associates, PS 7.59% — 117,534 $9.8M
Winthrop Capital Management, LLC 2.29% Reduce -1.9% 117,458 $9.8M
OneAscent Financial Services LLC 0.90% Add +56.8% 117,012 $9.8M
Whittier Trust Co. 0.11% Reduce -1.4% 116,731 $9.8M
JT Stratford LLC 1.25% Reduce -34.2% 115,941 $9.7M
Heritage Trust Co 0.98% Add +111.8% 115,425 $9.7M
Rosenblum Silverman Sutton S F Inc. 2.23% Add +27.7% 115,200 $9.6M
Divergent Planning, LLC 2.46% Add +1.4% 115,213 $9.6M
FineMark National Bank & Trust 0.30% Add +107.9% 113,759 $9.5M
Petix & Botte Co 2.16% Reduce -12.6% 113,706 $9.5M
Gibbs Wealth Management 2.30% Reduce -6.3% 113,485 $9.5M
Fagan Associates, Inc. 1.26% Reduce -0.6% 112,614 $9.4M
Oppenheimer & Co. Inc. 0.13% Reduce -23.6% 111,456 $9.3M
Sigma Investment Counselors Inc. 0.47% Add +0.5% 110,734 $9.3M
Envision Financial LLC 4.89% Add +18.5% 110,433 $9.2M
Capital Analysts, LLC 0.25% Add +10.1% 107,232 $9.0M
Silver Coast Investments LLC 3.09% Add +3.3% 107,192 $9.0M
Fortune 45 LLC 4.27% Add +67.1% 106,703 $8.9M
Millennium Management 0.01% Add +373.6% 105,768 $8.9M
Integrated Advisors Network LLC 0.39% Add +0.5% 104,510 $8.8M
Manning & Napier Advisors LLC 0.11% Add +21.4% 104,141 $8.7M
Prospera Financial Services Inc 0.14% Add +4.5% 104,271 $8.7M
Atlantic Union Bankshares Corp 0.16% Add +26.5% 103,436 $8.7M
Global Assets Advisory, LLC 2.47% Add +22.1% 103,216 $8.6M
Cornerstone Wealth Management, LLC 0.45% Add +3.6% 102,948 $8.6M
Miller Capital Partners, Inc. 4.40% — 102,854 $8.6M
CENTRAL TRUST Co 0.17% Reduce -5.9% 102,731 $8.6M
Integrated Wealth Concepts LLC 0.10% Add +3.1% 101,920 $8.5M
Kestra Private Wealth Services, LLC 0.11% Add +9.1% 101,761 $8.5M
Prepared Retirement Institute LLC 4.24% Add +11.3% 100,608 $8.4M
Northern Trust Corp. 0.00% Add +718.0% 99,268 $8.3M
Finivi Inc. 4.80% New 99,012 $8.3M
Verus Wealth Management, LLC 7.73% Add +5.3% 99,012 $8.3M
Dynamic Advisor Solutions LLC 0.27% Add +3.0% 98,933 $8.3M
Fortress Financial Solutions, LLC 8.48% Add +6.4% 98,931 $8.3M
Oakwell Private Wealth Management, LLC 1.55% Add +8.9% 98,848 $8.3M
Covington Investment Advisors Inc. 1.12% Add +2.0% 98,257 $8.2M
Ashton Thomas Securities, LLC 1.56% Add +6.2% 97,927 $8.2M
Sowell Financial Services LLC 0.30% Add +1.4% 97,691 $8.2M
Financial Engines Advisors L.L.C. 0.02% Add +18.1% 97,339 $8.2M
Blueline Advisors LLC 6.64% — 97,122 $8.1M
Juncture Wealth Strategies, LLC 2.66% Add +8.8% 96,342 $8.1M
Farmers & Merchants Trust Co of Chambersburg PA 2.25% Reduce -1.1% 96,145 $8.1M
Galvin, Gaustad & Stein, LLC 0.64% Reduce -7.0% 95,854 $8.0M
Diversify Wealth Management, LLC 0.37% Add +2265.1% 95,479 $8.0M
Rwa Wealth Partners, LLC 0.09% Add +11.4% 95,365 $8.0M
Headinvest, LLC 1.58% Add +10.5% 95,115 $8.0M
Meridian Wealth Management, LLC 0.28% Add +12.1% 94,988 $8.0M
Van Strum & Towne Inc. 2.22% Add +11.2% 94,595 $7.9M
Partners in Financial Planning 1.33% Add +5.5% 93,834 $7.9M
Stone Summit Wealth LLC 2.13% Reduce -0.2% 93,831 $7.9M
Erickson Financial Group, LLC 4.81% Add +7.6% 93,454 $7.8M
Farrell Financial LLC 4.61% Add +6.2% 93,236 $7.8M
Crewe Advisors LLC 0.69% Add +1.7% 92,980 $7.8M
Pacific Wealth Management 3.56% Add +2.6% 91,522 $7.7M
Sage Rhino Capital LLC 1.45% Add +2.2% 91,377 $7.7M
First American Trust, FSB 0.53% Add +0.3% 91,277 $7.6M
Greenwood Gearhart LLC 0.41% Reduce -2.0% 89,942 $7.5M
Brindle & Bay Financial Advisors, LLC 4.92% — 88,309 $7.4M
Graetz Wealth LLC 6.70% — 87,838 $7.4M
Hillcrest Wealth Advisors - NY, LLC 3.15% Add +8.5% 87,470 $7.3M
Brucke Financial, Inc. 3.99% Add +6.1% 87,161 $7.3M
Osborne Partners Capital Management, LLC 0.38% Reduce -2.1% 87,087 $7.3M
Country Trust Bank 0.13% No change 86,500 $7.2M
Latigo Investments, LLC 3.54% No change 86,019 $7.2M
Harfst & Associates, Inc. 1.30% New 85,766 $7.2M
Lanark Financial, Inc. 0.54% Add +33.5% 85,750 $7.2M
Little House Capital LLC 1.80% Reduce -3.6% 85,717 $7.2M
KMG Fiduciary Partners, LLC 0.51% Add +36.1% 85,539 $7.2M
J.W. Cole Advisors, Inc. 0.17% Add +12.0% 98,477 $7.0M
NorthRock Partners, LLC 0.12% New 83,620 $7.0M
Websterrogers Financial Advisors, LLC 1.98% Add +4.7% 81,265 $6.8M
Trivium Point Advisory, LLC 0.66% Add +8.8% 78,367 $6.6M
Telos Capital Management, Inc. 0.61% Add +2.2% 78,143 $6.5M
W.H. Cornerstone Investments Inc. 3.90% Reduce -4.3% 77,174 $6.5M
Crabel Capital Management, LLC 4.81% Reduce -16.7% 75,896 $6.4M
Peapack Gladstone Financial Corp. 0.08% Add +19.0% 75,514 $6.3M
Prospect Financial Services LLC 3.63% Add +3.9% 75,386 $6.3M
Buska Wealth Management, LLC 2.32% Reduce -10.3% 75,102 $6.3M
Acropolis Investment Management, LLC 0.28% Reduce -4.8% 74,670 $6.3M
Invesco Ltd. 0.00% Reduce -2.9% 74,643 $6.3M
First Pacific Financial 0.81% Reduce -0.6% 74,393 $6.2M
Verde Capital Management 1.32% Reduce -6.3% 73,972 $6.2M
Transatlantique Private Wealth LLC 1.92% Add +16.4% 73,133 $6.1M
Ocean Park Asset Management, LLC 0.29% No change 72,800 $6.1M
Conscious Wealth Investments, LLC 3.54% Add +0.7% 70,416 $5.9M
Blair William & Co. 0.02% Add +1.7% 70,450 $5.9M
Cresset Asset Management, LLC 0.03% Add +3.0% 70,253 $5.9M
Auour Investments LLC 1.87% Add +9.4% 70,086 $5.9M
Stelac Advisory Services LLC 2.07% Reduce -11.2% 70,002 $5.9M
Arvest Investments, Inc. 0.82% Reduce -9.9% 69,834 $5.8M
Level Four Advisory Services, LLC 0.19% Add +7.3% 69,558 $5.8M
Perigon Wealth Management, LLC 0.10% Add +1.0% 69,387 $5.8M
Yoder Wealth Management, Inc. 2.61% Reduce -0.6% 68,400 $5.7M
Altus Wealth Group LLC 2.28% Add +3.1% 68,127 $5.7M
CGN Advisors LLC 0.45% Add +6.3% 67,957 $5.7M
IFP Advisors, Inc 0.13% Add +25.8% 67,926 $5.7M
Viawealth, LLC 3.15% Reduce -1.7% 66,941 $5.6M
Farther Finance Advisors, LLC 0.06% Add +0.6% 66,063 $5.5M
Golden Bell Financial Planning LLC 4.55% Add +2.9% 65,333 $5.5M
Sigma Planning Corp 0.15% Add +3.7% 64,732 $5.5M
TD Waterhouse Canada Inc. 0.03% Add +1133.0% 64,696 $5.4M
FMR LLC 0.00% Add +54.8% 64,644 $5.4M
Merit Financial Group, LLC 0.04% Reduce -6.8% 64,640 $5.4M
Commerce Bank 0.03% Add +7.7% 64,054 $5.4M
Principia Wealth Advisory, LLC 3.35% Add +73.8% 63,938 $5.4M
Capasso Planning Partners LLC 2.93% Add +8.4% 63,707 $5.3M
Glenview Trust Co 0.08% Add +6.6% 63,380 $5.3M
XML Financial, LLC 0.43% Add +0.5% 63,307 $5.3M
Pictet North America Advisors SA 0.50% Add +6.2% 63,223 $5.3M
Allworth Financial LP 0.02% Reduce -0.8% 62,505 $5.2M
ATLas Financial Planning LLC 5.10% — 62,073 $5.2M
Market Street Wealth Management Advisors LLC 0.80% Reduce -7.3% 61,544 $5.2M
Monument Capital Management 1.28% Reduce -1.1% 61,456 $5.1M
Tide Cove Capital Partners LLC 3.54% Add +1.7% 61,173 $5.1M
Counterweight Ventures, LLC 2.87% Add +13.3% 61,155 $5.1M
Y.D. More Investments Ltd 0.24% Reduce -28.1% 60,821 $5.1M
Stonebridge Financial Planning Group, LLC 1.83% Add +11.1% 60,469 $5.1M
Rooted Wealth Advisors, Inc. 1.40% Add +11.0% 59,542 $5.0M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -8.3% 59,104 $4.9M
O'ROURKE & COMPANY, Inc 1.90% Add +4.4% 58,452 $4.9M
Pathstone Holdings, LLC 0.02% Add +3.6% 58,213 $4.9M
Anchor Capital Advisors LLC 0.14% Add +0.0% 57,313 $4.8M
Veridan Wealth LLC 1.61% Add +2.2% 57,235 $4.8M
Braun-Bostich & Associates Inc. 2.94% Add +2.0% 56,926 $4.8M
MAI Capital Management 0.03% Add +51.9% 56,842 $4.8M
MIdWestOne Financial Group, Inc. 0.53% Add +7.5% 56,665 $4.7M
Integrity Investment Advisors, LLC 2.61% Add +54.6% 56,545 $4.7M
Sovran Advisors, LLC 0.40% Add +248.9% 56,172 $4.7M
Rialto Wealth Management, LLC 1.13% Reduce -5.3% 56,281 $4.7M
Stratos Wealth Partners, LTD. 0.05% Reduce -4.5% 55,936 $4.7M
Meeder Advisory Services, Inc. 0.20% Add +10.9% 55,810 $4.7M
Mma Asset Management LLC 1.67% Add +1.1% 55,784 $4.7M
Mutual Advisors, LLC 0.10% Add +2.9% 55,524 $4.7M
Drucker Wealth 3.0, LLC 0.81% Add +6.6% 55,145 $4.6M
Bay Rivers Group 1.86% Add +0.4% 54,960 $4.6M
Daiwa Securities Group Inc. 0.01% Add +2.2% 54,690 $4.6M
BetterWealth, LLC 1.04% Add +8.7% 54,599 $4.6M
Mgo One Seven LLC 0.09% Add +11.6% 54,073 $4.5M
McMill Wealth Management 1.26% Add +0.1% 53,666 $4.5M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -5.3% 53,515 $4.5M
Great Valley Advisor Group, Inc. 0.09% Add +21.6% 53,353 $4.5M
EP Wealth Advisors, LLC 0.02% — 53,210 $4.5M
Cypress Wealth Services, LLC 0.61% Add +17.3% 53,006 $4.4M
SWAN Capital LLC 1.73% Reduce -1.4% 53,005 $4.4M
21 West Wealth Management LLC 4.02% Add +23.6% 52,462 $4.4M
Gladwyn Financial Advisors, Inc. 3.08% Add +3.5% 52,262 $4.4M
Deutsche Bank AG 0.00% Reduce -51.2% 52,237 $4.4M
Koshinski Asset Management, Inc. 0.28% Add +0.6% 52,168 $4.4M
Portside Wealth Group, LLC 0.59% Add +6.8% 52,026 $4.4M
Regions Financial Corp. 0.03% Add +671.2% 51,853 $4.3M
Bridge Generations Wealth Management LLC 2.65% Add +37.0% 51,157 $4.3M
Weik Capital Management 1.60% Add +19.9% 50,974 $4.3M
Composition Wealth, LLC 0.06% Reduce -21.2% 50,960 $4.3M
United Capital Financial Advisors, LLC 0.03% Add +1.3% 50,749 $4.3M
Sumitomo Mitsui Financial Group, Inc. 0.08% Add +16.5% 50,648 $4.2M
Guggenheim Capital LLC 0.03% Add +29.4% 50,546 $4.2M
Hofer & Associates. Inc 2.21% Add +6.0% 49,887 $4.2M
First Manhattan Co. Llc. 0.01% Reduce -2.4% 49,755 $4.2M
D.A. Davidson & Co. 0.03% Add +39.4% 49,685 $4.2M
Novem Group 0.48% Add +9.8% 49,603 $4.2M
CRA Financial Services, LLC 0.54% Add +5.1% 49,493 $4.1M
Independent Advisor Alliance 0.10% Reduce -13.6% 49,468 $4.1M
Curran Financial Partners, LLC 0.78% Add +5.9% 49,058 $4.1M
Perennial Advisors, LLC 0.69% Add +3.0% 49,039 $4.1M
Edgestream Partners, L.P. 0.12% Reduce -65.0% 49,024 $4.1M
SageView Advisory Group, LLC 0.14% Reduce -0.6% 48,987 $4.1M
OpenArc Corporate Advisory, LLC 0.07% — 48,726 $4.1M
IFG Advisory, LLC 0.18% Add +12.2% 48,191 $4.0M
Avant Financial Advisors LLC 2.88% Add +8.3% 47,812 $4.0M
Aries Wealth Management 0.88% Add +35.0% 47,414 $4.0M
Ameritas Advisory Services, LLC 0.15% Add +106.0% 47,283 $4.0M
MBE Wealth Management, LLC 1.64% No change 46,782 $3.9M
Parsons Capital Management Inc. 0.21% Add +32.4% 46,504 $3.9M
Marietta Wealth Management, LLC 0.45% Add +4.3% 46,464 $3.9M
Bryn Mawr Trust Advisors, LLC 0.19% Add +12.3% 46,361 $3.9M
Sei Investments Co. 0.00% New 46,017 $3.9M
Bull Street Advisors, LLC 1.78% Add +0.8% 45,821 $3.8M
Brookstone Capital Management 0.04% Add +9.0% 45,737 $3.8M
Gladstone Institutional Advisory LLC 0.14% Add +2.2% 45,553 $3.8M
Advisory Research Inc. 0.47% No change 44,466 $3.7M
Williams Financial, LLC 2.15% New 44,268 $3.7M
Smithbridge Asset Management Inc. 0.31% Add +39.3% 43,048 $3.6M
Signal Tree Financial Partners LLC 2.74% Add +5.3% 42,955 $3.6M
Guardian Wealth Management, Inc. 2.10% Add +26.5% 42,763 $3.6M
Breakwater Capital Group 0.50% Reduce -5.4% 42,760 $3.6M
Sykon Capital LLC 1.15% Add +6.7% 42,711 $3.6M
Coston, McIsaac & Partners 0.82% Add +15.4% 42,332 $3.5M
Wealthspire Retirement, LLC 0.21% Add +5.5% 42,113 $3.5M
Brooks, Moore & Associates, Inc. 1.73% Add +390.8% 41,965 $3.5M
Titan Investment Management LLC 3.18% — 41,717 $3.5M
Foster Group, Inc. 0.11% Add +2.4% 41,697 $3.5M
Trek Financial, LLC 0.20% Add +17.1% 41,503 $3.5M
OxenFree Capital LLC 1.82% Add +4.9% 41,381 $3.5M
Compass Financial Group, Inc. (Ohio) 2.52% — 41,044 $3.4M
HORAN Wealth, LLC 0.53% Add +60.6% 40,909 $3.4M
Aptus Capital Advisors, LLC 0.03% Reduce -4.3% 40,370 $3.4M
German American Bancorp, Inc. 0.29% Add +0.0% 40,365 $3.4M
Capital Advisory Group Advisory Services, LLC 0.99% Add +1.9% 40,360 $3.4M
REDW Wealth LLC 1.28% Reduce -6.1% 40,048 $3.4M
Rothschild Wealth LLC 0.32% Add +1130.4% 39,939 $3.3M
Alerus Financial NA 0.16% Reduce -67.3% 39,786 $3.3M
Strategic Financial Partners, Ltd. 1.44% Add +0.4% 39,593 $3.3M
Rehmann Capital Advisory Group 0.17% Add +0.5% 38,980 $3.3M
Harbour Investments, Inc. 0.07% Reduce -1.2% 38,956 $3.3M
Cadence Bank 0.19% Add +10.3% 38,907 $3.3M
TPG Financial Advisors, LLC 1.09% Add +0.2% 38,833 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 38,648 $3.2M
Diversify Advisory Services, LLC 0.10% Reduce -6.1% 38,619 $3.2M
Fortis Capital Management LLC 0.43% Add +1.7% 38,511 $3.2M
American Investment Services, Inc. 0.75% Add +10.9% 38,438 $3.2M
Redhawk Wealth Advisors, Inc. 0.36% Add +87.5% 38,345 $3.2M
Reicon Wealth Advisors, LLC 2.34% — 38,154 $3.2M
Hexagon Capital Partners LLC 0.59% Add +16.8% 38,137 $3.2M
Payne Capital LLC 3.25% Add +11.4% 38,108 $3.2M
Carl P. Sherr & Co., LLC 1.39% Add +0.1% 37,173 $3.1M
Tandem Investment Partners LLC 2.63% Add +6.5% 37,192 $3.1M
Resona Asset Management Co.,Ltd. 0.01% Reduce -24.9% 37,024 $3.1M
Integrity Alliance, Llc. 0.11% Add +492.2% 36,930 $3.1M
Rathbones Group PLC 0.01% Add +13.2% 36,769 $3.1M
Epiq Partners, LLC 1.47% Add +265.5% 36,553 $3.1M
Chandler Asset Management, Inc. 0.48% No change 36,215 $3.0M
GTS Securities LLC 0.10% New 36,206 $3.0M
Axxcess Wealth Management, LLC 0.05% Add +25.7% 36,110 $3.0M
Sheets Smith Wealth Management 0.33% Add +2.3% 35,810 $3.0M
Forza Wealth Management, LLC 1.08% No change 35,507 $3.0M
Appalachian Capital Management Ltd 2.37% — 35,391 $3.0M
Certified Advisory Corp 0.27% Add +14.3% 35,336 $3.0M
Cherrydale Wealth Management, LLC 0.89% Add +17.1% 35,133 $2.9M
Mosaic Family Wealth Partners, LLC 0.32% Reduce -8.2% 35,053 $2.9M
Montag A & Associates Inc. 0.13% Reduce -14.8% 34,833 $2.9M
Titleist Asset Management, LLC 0.23% Add +19.0% 34,640 $2.9M
Cordatus Wealth Management LLC 0.67% Add +17.3% 34,570 $2.9M
Quartz Partners, LLC 1.08% Add +12.7% 34,499 $2.9M
Modus Advisors, LLC 0.76% Add +36.4% 34,469 $2.9M
Silver Oak Wealth Advisors Services, LLC 1.86% Add +32.1% 34,422 $2.9M
Thrive Capital Management, LLC 0.64% Add +22.3% 34,123 $2.9M
Glass Jacobson Investment Advisors llc 1.02% Reduce -0.2% 33,923 $2.8M
True Link Financial Advisors, LLC 0.17% Add +19.7% 33,892 $2.8M
Stratos Wealth Advisors, LLC 0.14% Add +121.9% 33,468 $2.8M
SGL Investment Advisors, Inc. 1.13% Add +20.3% 33,291 $2.8M
Simon Quick Advisors, LLC 0.12% Reduce -1.1% 33,268 $2.8M
Signal Advisors Wealth, LLC 0.22% Add +4.5% 33,235 $2.8M
4WEALTH Advisors, Inc. 2.40% Reduce -0.1% 33,147 $2.8M
Gilbert Capital Group, Inc. 2.07% Add +37.1% 32,918 $2.8M
Regal Investment Advisors LLC 0.16% Reduce -9.5% 32,358 $2.7M
Friedenthal Financial 1.39% Reduce -59.7% 32,117 $2.7M
World Investment Advisors 0.04% Add +29.8% 32,056 $2.7M
Rossby Financial, LCC 0.84% Add +4591.5% 31,996 $2.7M
Tme Financial, Inc. 1.88% Reduce -12.3% 31,884 $2.7M
Two Sigma Securities, LLC 0.37% New 31,873 $2.7M
Nottingham Advisors, Inc. 0.37% New 31,670 $2.7M
Carnegie Investment Counsel 0.05% Add +7.3% 31,487 $2.6M
Seamount Financial Group Inc. 1.19% Reduce -1.0% 31,390 $2.6M
Transcendent Capital Group LLC 1.19% Add +1.9% 31,278 $2.6M
Titan Global Capital Management USA LLC 0.37% Add +28.6% 31,229 $2.6M
Pure Financial Advisors, LLC 0.04% Add +37.9% 31,114 $2.6M
Man Group plc 0.01% Add +12.8% 31,092 $2.6M
Fifth Third Securities, Inc. 0.17% Add +3.6% 30,726 $2.6M
Advisory Services Network, LLC 0.04% Add +6.8% 30,725 $2.6M
Yeomans Consulting Group, Inc. 0.75% Add +1.4% 30,461 $2.6M
Headlands Technologies LLC 0.21% Add +63.7% 30,407 $2.5M
Coastal Bridge Advisors, LLC 0.19% Add +5.8% 30,401 $2.5M
US Bancorp \de 0.00% Add +0.8% 30,359 $2.5M
Betterment LLC 0.00% Add +3.0% 30,356 $2.5M
Cascade Financial Partners, LLC 0.26% Reduce -10.8% 30,321 $2.5M
Addis & Hill, Inc 1.53% Add +0.8% 30,072 $2.5M
Insigneo Advisory Services, LLC 0.18% Add +904.5% 29,864 $2.5M
Virtue Capital Management, LLC 0.39% Add +50.8% 29,862 $2.5M
Seven Mile Advisory 0.43% Add +42.3% 29,677 $2.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -97.3% 29,546 $2.5M
Cornerstone Financial Group, LLC 1.72% Add +37.6% 29,346 $2.5M
Greenwich Wealth Management LLC 0.11% Reduce -0.1% 28,997 $2.4M
SC&H Financial Advisors, Inc. 0.38% Reduce -3.1% 28,956 $2.4M
Staley Capital Advisers Inc. 0.10% Add +26.1% 28,950 $2.4M
CVA Family Office, LLC 0.28% Add +9.8% 28,812 $2.4M
Pettyjohn, Wood & White, Inc. 0.37% Add +9.1% 28,424 $2.4M
HBK Sorce Advisory LLC 0.05% Add +83.4% 28,241 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Add +17.7% 28,047 $2.3M
Ironwood Investment Counsel, LLC 0.33% Reduce -2.9% 28,007 $2.3M
Life Planning Partners, Inc 1.78% Reduce -0.2% 27,815 $2.3M
RMR Capital Management, LLC 1.68% Add +1.4% 27,750 $2.3M
W1M Asset Management Ltd 0.02% New 27,568 $2.3M
Compagnie Lombard Odier SCmA 0.03% Add +3.0% 27,479 $2.3M
Oakmont Advisory Group, LLC 2.45% — 27,418 $2.3M
TriaGen Wealth Management LLC 0.59% Add +0.0% 27,089 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.32% Add +271.0% 27,033 $2.3M
Chicago Partners Investment Group LLC 0.06% Add +29.6% 26,999 $2.3M
RoundAngle Advisors LLC 1.64% Add +5.8% 26,829 $2.2M
Topel & Distasi Wealth Management, LLC 1.09% Add +3.3% 26,730 $2.2M
Rockbridge Investment Management, LCC 0.21% Reduce -0.2% 26,359 $2.2M
Inman Jager Wealth Management, LLC 1.35% Add +23.2% 26,352 $2.2M
Ascent Wealth Partners, LLC 0.25% Add +1.6% 26,254 $2.2M
Prosperity Advisers, LLC 1.81% — 26,159 $2.2M
James Investment Research, Inc. 0.24% Reduce -1.6% 25,791 $2.2M
Prostatis Group LLC 0.51% New 25,713 $2.2M
Steinberganna Wealth Management 1.00% Add +31.3% 25,518 $2.1M
Clarity Wealth Development LLC 1.79% Add +10.0% 25,319 $2.1M
Ramiah Investment Group 1.84% Add +8.2% 25,276 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Add +35.0% 25,041 $2.1M
Diversified Portfolios, Inc. 0.17% Reduce -3.9% 24,815 $2.1M
Riverbend Wealth Management, LLC 1.31% Add +13.9% 24,768 $2.1M
Signature Estate & Investment Advisors LLC 0.04% Reduce -39.0% 24,715 $2.1M
Sincerus Advisory, LLC 1.65% Add +0.5% 24,561 $2.1M
Vicus Capital 0.15% Add +3.7% 24,359 $2.0M
Squarepoint Ops LLC 0.00% Add +32.1% 24,192 $2.0M
Cynosure Group, LLC 0.21% Add +62.4% 24,153 $2.0M
Sandro Wealth Management LLC 1.67% — 24,086 $2.0M
Morris Financial Concepts, Inc. 0.71% Add +4.1% 24,078 $2.0M
CreativeOne Wealth, LLC 0.05% Add +22.3% 24,013 $2.0M
North Forty Two & Co. 1.89% Reduce -0.9% 23,967 $2.0M
Hobbs Group Advisors, LLC 0.61% No change 23,947 $2.0M
Midwest Trust Co 0.02% Add +13.2% 23,848 $2.0M
Bcwm, LLC 0.60% Add +3.9% 23,748 $2.0M
Leeward Financial Partners, LLC 0.56% Reduce -5.9% 23,662 $2.0M
Independent Financial Group, LLC 0.04% Add +28.7% 23,600 $2.0M
Twin Focus Capital Partners, LLC 0.23% Add +312.2% 23,544 $2.0M
Center For Asset Management LLC 1.02% Add +2.1% 23,279 $1.9M
Wealthedge Investment Advisors, LLC 0.72% Add +28.1% 23,178 $1.9M
Disciplined Investments, LLC 0.73% Add +75.1% 22,762 $1.9M
Cardiff Park Advisors, LLC 0.16% Reduce -12.3% 22,693 $1.9M
NBT Bank, N.A. 0.12% Reduce -9.4% 22,534 $1.9M
Mayflower Financial Advisors, LLC 0.23% Reduce -1.4% 22,407 $1.9M
Petra Financial Advisors Inc. 1.10% Reduce -0.8% 22,338 $1.9M
Wedmont Private Capital 0.06% Add +81.3% 21,982 $1.8M
Arkadios Wealth Advisors 0.04% Add +11.1% 21,897 $1.8M
Leavell Investment Management, Inc. 0.08% Add +9.4% 21,805 $1.8M
Cornerstone Financial Management LLC 1.71% — 21,727 $1.8M
Mechanics Bank Trust Department 0.24% New 21,689 $1.8M
Strategic Investment Advisors / MI 0.16% Add +29058.1% 21,577 $1.8M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -0.0% 21,514 $1.8M
Archvest Wealth Advisors, Inc. 1.14% Add +9.8% 21,349 $1.8M
Mengis Capital Management, Inc. 0.32% Add +35.1% 21,331 $1.8M
Horizon Financial Services, LLC 0.80% Add +9.9% 21,082 $1.8M
BridgePort Financial Solutions, LLC 0.47% Add +0.6% 21,027 $1.8M
Bigelow Investment Advisors, LLC 0.69% Add +2.5% 20,989 $1.8M
Global Financial Private Client, LLC 0.61% Reduce -2.4% 20,833 $1.7M
First Foundation Advisors 0.07% Reduce -3.5% 20,829 $1.7M
Bath Savings Trust Co 0.17% Add +0.9% 20,721 $1.7M
Cambria Investment Management, L.P. 0.10% Add +2.7% 20,717 $1.7M
Agf Management Ltd. 0.01% Add +2.9% 20,100 $1.7M
PFG Investments, LLC 0.08% Add +22.9% 20,080 $1.7M
Agate Pass Investment Management, LLC 0.62% Reduce -0.5% 19,921 $1.7M
Bellecapital International Ltd. 0.29% Add +4.4% 19,624 $1.6M
Guidance Capital, Inc. 0.40% Add +1.4% 19,575 $1.6M
Retirement Management Systems Inc. 0.42% — 19,548 $1.6M
Novak & Powell Financial Services, Inc. 0.85% Add +4.5% 19,528 $1.6M
Pekin Hardy Strauss, Inc. 0.15% Add +223.5% 19,489 $1.6M
M Holdings Securities, Inc. 0.12% Add +3.9% 19,386 $1.6M
Cambridge Financial Group, LLC 0.56% Reduce -29.9% 19,252 $1.6M
Towne Trust Company, N.A 0.50% Add +18.1% 19,165 $1.6M
Summit Wealth Partners, LLC 0.30% Add +0.7% 19,099 $1.6M
Firestone Capital Management 0.34% Add +5.2% 18,964 $1.6M
BAM Wealth Management, LLC 1.13% Add +0.0% 18,666 $1.6M
AXS Investments LLC 0.54% Reduce -0.7% 18,659 $1.6M
Forum Private Client Group LLC 0.53% Add +23.3% 18,561 $1.6M
Christensen, King & Associates Investment Services, Inc. 0.66% Add +4.6% 18,560 $1.6M
Fairview Capital Investment Management, LLC 0.08% Reduce -3.6% 18,544 $1.6M
Naples Global Advisors, LLC 0.12% Add +2.3% 18,393 $1.5M
Hilltop Holdings Inc. 0.09% Reduce -3.3% 18,342 $1.5M
Apollon Financial, LLC 0.22% Add +27.0% 18,264 $1.5M
Beaird Harris Wealth Management, LLC 0.11% Reduce -2.4% 18,261 $1.5M
Odyssey Capital Advisors, Inc. 1.35% — 18,122 $1.5M
Cary Street Partners Investment Advisory LLC 0.41% Add +40157.8% 18,116 $1.5M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -17.2% 18,060 $1.5M
Patten Group, Inc. 0.28% Add +10.4% 18,055 $1.5M
AE Wealth Management LLC 0.01% Add +7.0% 17,814 $1.5M
Estate Counselors, LLC 0.12% Add +32.6% 17,786 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +139.3% 17,599 $1.5M
Murphy & Mullick Capital Management Corp 1.06% Reduce -21.5% 17,583 $1.5M
Manchester Capital Management LLC 0.20% New 17,407 $1.5M
Orcam Financial Group 1.06% Reduce -29.9% 16,916 $1.4M
SevenBridge Financial Group, LLC 0.23% Reduce -13.4% 16,818 $1.4M
Independence Bank of Kentucky 0.17% Reduce -0.2% 16,800 $1.4M
Saranac Partners Ltd 0.55% Add +1.3% 16,720 $1.4M
Tyche Wealth Partners LLC 0.22% Add +80.2% 16,701 $1.4M
Hobart Private Capital, LLC 0.27% Add +10.1% 16,668 $1.4M
Idaho Trust Co 0.46% Add +6.0% 16,630 $1.4M
Flagship Harbor Advisors, LLC 0.07% Add +1.5% 16,620 $1.4M
Pinnacle Associates Ltd. 0.02% Add +4.7% 16,606 $1.4M
Clarity Capital Advisors, LLC 0.69% Add +15.0% 16,532 $1.4M
IPG Investment Advisors LLC 0.24% No change 16,500 $1.4M
Outlook Wealth Advisors, LLC 0.31% Add +11.1% 16,377 $1.4M
Genesee Capital Advisors, LLC 0.55% Add +1.7% 16,241 $1.4M
Cunning Capital Partners, LP 0.63% No change 16,200 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +0.6% 16,100 $1.3M
Retirement Financial Solutions, LLC 0.39% Add +18.6% 16,044 $1.3M
Tilia Fiduciary Partners, Inc. 0.74% Reduce -8.0% 16,038 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Add +43.2% 16,028 $1.3M
Smith, Moore & Co. 0.10% Reduce -1.6% 16,009 $1.3M
Argent Trust Co 0.05% Add +47.2% 15,970 $1.3M
Wesbanco Bank Inc. 0.04% Add +25.1% 15,943 $1.3M
Northern Lights Advisors, Inc. 0.91% — 15,766 $1.3M
Stokes Family Office, LLC 0.12% Add +13.7% 15,697 $1.3M
Cornerstone Wealth Group, LLC 0.09% Reduce -4.8% 15,656 $1.3M
Stone Loft Wealth Management LLC 1.23% — 15,631 $1.3M
EverSource Wealth Advisors, LLC 0.05% Add +14.3% 15,589 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 15,543 $1.3M
North Star Investment Management Corp. 0.08% Add +1.4% 15,538 $1.3M
HighPoint Advisor Group LLC 0.03% New 15,475 $1.3M
Southland Equity Partners LLC 0.26% Add +9.8% 15,439 $1.3M
Rinkey Investments 0.33% Add +1.4% 15,430 $1.3M
Planning Project LLC 0.32% — 15,225 $1.3M
Dearborn Partners LLC 0.06% Reduce -3.2% 15,217 $1.3M
StoneX Group Inc. 0.06% Add +27.6% 15,195 $1.3M
Novare Capital Management LLC 0.09% Add +23.9% 15,051 $1.3M
Independence Asset Advisors, LLC 0.69% Reduce -16.4% 14,954 $1.3M
Gotham Asset Management 0.00% Add +3.4% 14,846 $1.2M
LeConte Wealth Management, LLC 0.81% Reduce -12.2% 14,784 $1.2M
WCG Wealth Advisors LLC 0.03% New 14,727 $1.2M
Lido Advisors, LLC 0.00% Add +2.6% 14,603 $1.2M
Grandview Asset Management LLC 0.33% Add +19.9% 14,631 $1.2M
Moors & Cabot, Inc. 0.05% Add +78.7% 14,559 $1.2M
Kane Investment Management, Inc. 0.59% Add +133.5% 14,507 $1.2M
Balance Wealth Partners LLC 0.39% Reduce -47.5% 14,501 $1.2M
GEM Asset Management, LLC 0.53% Add +381.4% 14,248 $1.2M
Iams Wealth Management, LLC 0.43% New 14,153 $1.2M
Wealthspire Advisors, LLC 0.01% Add +623.7% 14,149 $1.2M
Accretive Wealth Partners, LLC 0.35% Add +20.7% 14,098 $1.2M
Alteri Wealth LLC 0.38% Add +7.5% 14,089 $1.2M
Flow Traders U.S. LLC 0.04% Reduce -87.5% 13,953 $1.2M
One Capital Management, LLC 0.03% Add +2.4% 13,785 $1.2M
Laurel Oak Wealth Management, LLC 0.19% — 13,701 $1.1M
Cassady Wealth & Retirement Planning, LLC 0.75% — 13,697 $1.1M
GK Wealth Management LLC 0.84% Reduce -2.2% 13,695 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -4.5% 13,689 $1.1M
Chesapeake Capital Corp. 0.96% No change 13,653 $1.1M
Private Trust Co. NA 0.10% Reduce -2.0% 13,486 $1.1M
Independent Wealth Network Inc. 0.34% Reduce -0.4% 13,447 $1.1M
SouthState Bank Corp 0.05% Add +46.6% 13,375 $1.1M
High Net Worth Advisory Group LLC 0.26% Reduce -2.0% 13,337 $1.1M
Sonata Capital Group Inc. 0.40% Add +8.2% 13,260 $1.1M
Coordinated Financial Services, Inc. 0.65% Add +2.3% 13,240 $1.1M
Maia Wealth LLC 0.19% Reduce -11.8% 13,148 $1.1M
REAP Financial Group, LLC 0.22% Reduce -3.7% 13,192 $1.1M
Brighton Securities Corp. 0.54% Reduce -1.9% 13,137 $1.1M
Providence First Trust Co 0.38% Reduce -32.4% 13,087 $1.1M
Ehrenkranz Partners L.P. 1.24% Add +0.2% 13,075 $1.1M
WFA of San Diego, LLC 0.80% Add +4.6% 13,016 $1.1M
Nwam LLC 0.06% Add +4.4% 12,821 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -3.4% 12,591 $1.1M
Concord Wealth Partners 0.14% Reduce -0.8% 12,555 $1.1M
Cedar Point Capital Partners, LLC 0.67% Add +201.4% 12,534 $1.0M
AlTi Global, Inc. 0.02% Add +165.1% 12,512 $1.0M
Choreo, LLC 0.01% Add +1.2% 12,474 $1.0M
Silver Oak Advisory Group, Inc. 0.47% Add +7.9% 12,412 $1.0M
Insight Inv LLC 0.58% Add +31.4% 12,361 $1.0M
Uncommon Cents Investing LLC 0.25% Add +26.8% 12,310 $1.0M
Noesis Capital Mangement Corp. 0.15% Add +8.7% 12,281 $1.0M
Meitav Investment House Ltd. 0.01% Add +21.0% 12,162 $1.0M
Meridian Financial Advisors, LLC 0.55% Add +1.9% 12,129 $1.0M
Engineers Gate Manager LP 0.01% New 12,118 $1.0M
Centaurus Financial, Inc. 0.05% Add +161.8% 12,023 $1.0M
Van Diest Capital, LLC 1.49% — 11,933 $999K
Cooper Financial Group 0.11% Reduce -2.8% 11,897 $996K
Neumann Capital Management, LLC 0.29% Reduce -1.5% 11,885 $995K
B. Riley Wealth Advisors, Inc. 0.05% Add +14.0% 11,821 $990K
Vilga Financial Planning LLC 0.94% — 11,767 $985K
Frank, Rimerman Advisors LLC 0.06% Add +194.8% 11,755 $984K
Twele Capital Management, Inc. 0.18% Add +12.9% 11,740 $983K
Venture Visionary Partners LLC 0.03% Reduce -1.2% 11,725 $982K
Trustmark Bank Trust Department 0.06% Reduce -19.3% 11,699 $980K
First Horizon Corp. 0.04% Add +323.9% 11,648 $976K
Transamerica Financial Advisors, LLC 0.08% Reduce -7.1% 11,616 $973K
Commons Capital, LLC 0.68% New 11,606 $972K
Olde Wealth Management, LLC 0.29% No change 11,366 $951K
FC Advisory LLC 0.27% Add +5.3% 11,317 $948K
Ballast Financial Advisors LLC 0.98% — 11,316 $948K
Severin Investments, LLC 0.83% Add +4.5% 11,219 $940K
Spire Wealth Management 0.03% Add +2.6% 11,202 $938K
Baker Ellis Asset Management LLC 0.11% Add +4.7% 11,200 $938K
Strive Financial Group ,LLC 0.50% — 11,182 $936K
Avidian Wealth Enterprises, LLC 0.03% Add +8.7% 11,134 $932K
Pines Wealth Management, LLC 0.30% Add +7.4% 11,071 $927K
Mission Wealth Management, LP 0.02% Reduce -3.0% 11,001 $921K
WJ Financial Advisors LLC 0.82% Reduce -3.2% 10,956 $918K
Shelter Mutual Insurance Co 0.20% No change 10,917 $914K
International Assets Investment Management, LLC 0.06% Add +0.7% 10,895 $912K
Houlihan Financial Resource Group, Ltd. 0.35% Add +91.5% 10,876 $912K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +4.6% 10,867 $910K
Defined Wealth Management, LLC 0.52% Add +0.1% 10,867 $910K
Aua Capital Management, LLC 0.45% Reduce -16.9% 10,826 $907K
Shum Financial Group, Inc. 0.64% Add +3.3% 10,681 $895K
Portfolio Resources Advisor Group, Inc. 0.89% — 10,634 $891K
Integral Investment Advisors, Inc. 0.22% No change 10,575 $886K
Smithfield Trust Co 0.04% No change 10,517 $881K
Liberty Capital Management, Inc. 0.16% Add +12.8% 10,327 $865K
Amicus Financial Advisors, LLC 0.24% — 10,248 $858K
Round Rock Advisors LLC 0.13% Reduce -0.1% 10,232 $857K
Aspire Private Capital, LLC 0.19% Reduce -2.9% 10,187 $853K
Capital Asset Advisory Services LLC 0.03% Add +13.8% 10,127 $850K
Compass Ion Advisors, LLC 0.08% Reduce -4.2% 10,079 $844K
Snowden Capital Advisors LLC 0.02% Add +10.9% 10,076 $844K
Kohmann Bosshard Financial Services, LLC 0.08% No change 9,912 $830K
Smith Partners Wealth Management, LLC 0.76% — 9,912 $830K
Petersen Hastings Wealth Advisors Inc. 0.08% — 9,852 $825K
Ausdal Financial Partners, Inc. 0.04% Add +32.1% 9,819 $822K
National Philanthropic Trust 0.01% No change 9,757 $817K
Coppell Advisory Solutions LLC 0.08% Reduce -2.4% 9,588 $805K
Journey Retirement Planning & Investment Management LLC 0.16% — 9,536 $799K
Hickory Point Bank & Trust 0.57% Add +26.8% 9,455 $792K
JFS Wealth Advisors, LLC 0.04% Add +17.2% 9,416 $789K
Tennessee Valley Asset Management Partners 0.10% Reduce -17.0% 9,371 $785K
Sweeney & Michel, LLC 0.23% Reduce -0.5% 9,312 $782K
Seelaus Asset Management LLC 0.63% Add +23.6% 9,305 $779K
PVG Asset Management Corp. 1.65% New 9,252 $775K
Great Diamond Partners, LLC 0.15% Reduce -1.6% 9,125 $764K
Westshore Wealth, LLC 0.25% Add +11.3% 9,055 $758K
Edge Financial Advisors LLC 0.32% Add +0.3% 9,048 $758K
TOWER TRUST & INVESTMENT Co 0.48% Add +16.5% 9,031 $756K
Three Bridge Wealth Advisors, LLC 0.20% Reduce -8.4% 8,996 $753K
IVC Wealth Advisors LLC 0.33% Add +5.1% 8,950 $750K
Tradition Wealth Management, LLC 0.05% Add +0.2% 8,938 $749K
Ascent Group, LLC 0.03% Reduce -2.2% 8,846 $741K
Capstone Capital LLC 0.48% Reduce -7.6% 8,811 $738K
Transcend Capital Advisors, LLC 0.06% Reduce -66.8% 8,735 $732K
Arta Finance Wealth Management LLC 0.37% — 8,720 $730K
Cary Street Partners Financial LLC 0.02% Add +27.2% 8,700 $729K
Falcon Wealth Planning 0.06% Add +1.4% 8,691 $728K
Legacy Private Trust Co. 0.04% Reduce -6.0% 8,683 $727K
Guardian Wealth Advisors, LLC / NC 0.05% Add +3.8% 8,671 $726K
Octavia Wealth Advisors, LLC 0.07% Reduce -0.2% 8,614 $721K
Carter Financial Group, INC. 0.43% Add +2.8% 8,611 $721K
TFB Advisors LLC 0.20% Reduce -10.8% 8,568 $718K
Ascentis Independent Advisors 0.12% Add +2.1% 8,566 $717K
D. E. Shaw & Co. 0.00% Reduce -99.9% 8,519 $713K
Leo Wealth, LLC 0.05% Add +8.0% 8,482 $710K
Triumph Capital Management 0.15% Reduce -2.1% 8,470 $709K
New Republic Capital, LLC 0.19% New 8,467 $709K
Krilogy Financial LLC 0.02% Add +72.5% 8,398 $705K
GenTrust, LLC 0.03% Reduce -97.4% 8,395 $703K
Arax Advisory Partners 0.02% New 8,373 $701K
Interactive Financial Advisors, Inc. 0.45% Reduce -1.7% 8,352 $700K
Duncker Streett & Co. Inc. 0.12% Add +0.0% 8,324 $697K
Trilogy Capital Inc. 0.03% Add +5.1% 8,310 $696K
Lineweaver Wealth Advisors, LLC 0.09% Add +21.2% 8,302 $695K
Zacks Investment Management 0.01% Reduce -1.6% 8,287 $694K
Aprio Wealth Management, LLC 0.04% New 8,278 $693K
BCS Wealth Management 0.07% Add +99.5% 8,264 $692K
Fullerton Advisors, LLC 0.69% — 8,258 $692K
Western Wealth Management, LLC 0.03% Reduce -29.7% 8,245 $691K
Nisa Investment Advisors, LLC 0.00% Reduce -89.8% 8,233 $690K
Mosaic Financial Group, LLC 0.47% No change 8,194 $686K
Mfa Wealth Advisors, LLC 0.14% New 8,168 $684K
Harmony Asset Management LLC 0.23% Add +23.9% 8,138 $682K
Aberdeen Group plc 0.00% Add +11.6% 8,132 $681K
BDFS Capital LLC 0.34% — 8,086 $677K
Wilmington Savings Fund Society, FSB 0.02% Add +2.5% 8,024 $672K
Running Point Capital Advisors, LLC 0.18% Add +0.1% 7,987 $669K
Brooklyn FI, LLC 0.14% Add +5.9% 7,967 $667K
Werba Rubin Papier Wealth Management 0.18% Add +44.6% 7,946 $665K
Axos Invest Inc. 0.49% Reduce -21.5% 7,941 $665K
Evolve Private Wealth, LLC 0.04% — 7,920 $663K
Perennial Investment Advisors, LLC 0.05% Add +4.4% 7,920 $663K
Fiduciary Alliance LLC 0.04% Add +5.0% 7,904 $662K
FourThought Financial Partners, LLC 0.06% No change 7,903 $662K
Pennington Partners & Co., LLC 0.26% Add +1.5% 7,876 $660K
Vision Capital Management, Inc. 0.08% Reduce -16.5% 7,850 $657K
SRH Advisors, LLC 0.19% New 7,800 $653K
Keener Financial Planning LLC 0.28% Reduce -2.8% 7,806 $653K
HUB Investment Partners, LLC 0.02% Add +20.8% 7,738 $648K
Jacobi Capital Management LLC 0.04% Add +0.0% 7,707 $645K
Condor Capital Management 0.05% Add +0.2% 7,698 $645K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.3% 7,687 $644K
Altfest L J & Co. Inc. 0.07% Add +9.8% 7,686 $644K
Sovereign Financial Group, Inc. 0.11% Reduce -1.0% 7,683 $643K
rebel Financial LLC 0.27% Add +0.0% 7,612 $638K
Compass Advisory Group LLC 0.17% Reduce -2.2% 7,612 $638K
International Private Wealth Advisors LLC 0.40% New 7,600 $637K
Savvy Advisors, Inc. 0.02% Reduce -7.6% 7,559 $633K
Stablepoint Partners, LLC 0.10% Add +3.3% 7,508 $629K
Simplicity Wealth,LLC 0.04% Add +63.2% 7,474 $626K
Sage Financial Group Inc. 0.04% New 7,471 $626K
Fortune Financial Group, Inc. 0.61% — 7,323 $622K
Long Island Wealth Management, Inc. 0.29% Reduce -0.4% 7,423 $622K
Atomic Invest LLC 0.35% — 7,396 $621K
HB Wealth Management, LLC 0.00% Add +1.0% 7,368 $617K
Empower Advisory Group, LLC 0.00% Add +42.8% 7,353 $616K
Indivisible Partners 0.07% — 7,331 $614K
Granite Islands Private Wealth, LLC 0.56% — 7,304 $612K
Evanson Asset Management, LLC 0.03% Add +45.7% 7,225 $605K
EFG International AG 0.01% — 7,128 $597K
Fiduciary Trust Co 0.01% Add +7.2% 7,077 $593K
Valeo Financial Advisors, LLC 0.01% Reduce -19.6% 7,042 $590K
Joel Isaacson & Co., LLC 0.02% Add +4.5% 7,028 $589K
Sage Capital Management, LLC 0.27% Add +1.1% 6,979 $585K
Creative Financial Designs Inc. 0.04% Add +11.3% 6,981 $585K
Narus Financial Partners, LLC 0.16% Add +9.8% 6,966 $583K
Gould Asset Management LLC 0.10% Add +6.0% 6,953 $582K
Keystone Financial Group 0.04% Add +20.3% 6,942 $581K
Evolution Wealth Advisors, LLC 0.06% No change 6,940 $581K
Baker Tilly Wealth Management, LLC 0.14% Reduce -2.5% 6,902 $578K
Venturi Wealth Management, LLC 0.03% Reduce -9.5% 6,888 $577K
Legacy Capital Wealth Partners, LLC 0.12% No change 6,883 $576K
Investment Advisory Group, LLC 0.15% Add +7.2% 6,835 $572K
Argus Investors' Counsel, Inc. 0.46% Reduce -0.0% 6,811 $570K
SBI Securities Co., Ltd. 0.01% Add +39.3% 6,767 $567K
First United Bank & Trust 0.18% Add +10.2% 6,716 $562K
Richmond Investment Services, LLC 0.10% Reduce -3.6% 6,712 $562K
Pacifica Partners Inc. 0.25% No change 6,711 $562K
Occidental Asset Management, LLC 0.07% Reduce -1.4% 6,646 $557K
Valley Wealth Managers, Inc. 0.04% Add +4.8% 6,640 $556K
Norden Group LLC 0.05% Reduce -3.7% 6,618 $554K
Axis Wealth Partners, LLC 0.31% Reduce -4.9% 6,610 $554K
Plotkin Financial Advisors, LLC 0.27% Add +14.5% 6,601 $553K
Advisor Resource Council 0.19% New 6,545 $547K
Johnson Financial Group, Inc. 0.02% No change 6,474 $542K
WealthCollab, LLC 0.22% Add +1.5% 6,463 $541K
Clark Asset Management, LLC 0.06% Reduce -4.5% 6,416 $537K
Planning Directions Inc. 0.27% Add +38.2% 6,393 $535K
Modern Wealth Management, LLC 0.01% Reduce -20.6% 6,382 $535K
Objectivity Squared, LLC 0.30% Add +31.9% 6,348 $532K
Moller Wealth Partners 0.11% Reduce -8.8% 6,313 $529K
Kovack Advisors, Inc. 0.03% Add +87.2% 6,280 $526K
Lake Street Private Wealth, LLC 0.06% Add +29.2% 6,279 $526K
Freestone Capital Holdings, LLC 0.02% Reduce -4.6% 6,262 $524K
Integrity Advisory Solutions, LLC 0.08% Add +31.2% 6,242 $523K
Private Capital Management, LLC 0.05% Reduce -0.2% 6,215 $520K
Pinnacle Financial Group, LLC / IL 0.15% No change 6,211 $520K
Hazlett, Burt & Watson, Inc. 0.17% Add +264.6% 6,223 $520K
Palouse Capital Management, Inc. 0.34% Reduce -13.7% 6,203 $520K
XTX Topco Ltd 0.01% Reduce -53.5% 6,196 $519K
Key Financial Inc 0.09% Add +10.8% 6,195 $519K
Caitlin John, LLC 0.34% Add +7.1% 6,162 $516K
Strategic Blueprint, LLC 0.03% Add +12.9% 6,146 $515K
Walkner Condon Financial Advisors LLC 0.07% Add +4.1% 6,140 $514K
Brown Advisory Inc. 0.00% Reduce -7.3% 6,107 $511K
Andina Capital Management, LLC 0.30% Reduce -20.2% 5,999 $502K
Uptick Partners, LLC 0.11% Add +3.3% 5,975 $500K
Ancora Advisors LLC 0.01% Add +91.0% 5,941 $498K
Security Financial Services, INC. 0.08% Add +2.0% 5,937 $497K
U.S. Capital Wealth Advisors, LLC 0.01% Add +6.1% 5,927 $496K
Garden State Investment Advisory Services LLC 0.12% Add +9.2% 5,922 $496K
Inspire Advisors, LLC 0.04% Reduce -7.9% 5,789 $485K
Darrow Company, Inc. 0.22% Add +0.3% 5,764 $483K
Oxford Wealth Group, LLC 0.23% — 5,744 $481K
Compass Capital Corp. /Ma/ 0.18% New 5,697 $479K
Fourth Dimension Wealth, LLC 0.17% Reduce -1.3% 5,650 $473K
Wealth Effects LLC 0.15% Add +3.1% 5,620 $471K
Alvarez & Marsal Private Wealth Partners, LLC 0.09% — 5,586 $468K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -4.8% 5,506 $461K
Capital Investment Management, Inc. 0.16% — 5,501 $461K
American Trust 0.04% Reduce -8.9% 5,463 $458K
Sound Income Strategies, LLC 0.02% Add +25.8% 5,444 $456K
Founders Financial Securities LLC 0.03% Reduce -7.7% 5,443 $456K
Meriwether Wealth & Planning, LLC 0.26% Add +3.5% 5,408 $453K
Schmidt P J Investment Management Inc. 0.07% Reduce -2.6% 5,400 $452K
Sage Investment Counsel LLC 0.50% No change 5,395 $452K
Future Financial Wealth Managment LLC 0.30% Add +6.6% 5,394 $450K
Davis R M Inc. 0.01% Reduce -3.0% 5,372 $450K
Mullaney, Keating & Wright, Inc. 0.23% Add +120.2% 5,306 $444K
Sonoma Allocations LLC 0.15% Add +2.9% 5,292 $442K
Point Nemo Capital, LLC 0.44% — 5,262 $441K
Magnolia Capital Advisors LLC 0.09% Add +2.3% 5,246 $439K
Oxinas Partners, LLC 0.21% Reduce -1.5% 5,239 $439K
Culbertson A N & Co. Inc. 0.06% No change 5,230 $438K
Rockwood Wealth Management, LLC 0.03% Reduce -1.1% 5,217 $437K
Gateway Wealth Partners, LLC 0.05% Add +35.0% 5,208 $436K
Allie Family Office LLC 0.20% Reduce -3.6% 5,205 $436K
Arwa LLC 0.25% — 5,158 $432K
Nestegg Advisors, Inc. 0.37% Add +1.6% 5,155 $432K
Wedbush Securities Inc. 0.01% Reduce -10.1% 5,130 $430K
Prospera Capital Management, LLC 0.22% Add +3.2% 5,128 $429K
UNIVEST FINANCIAL Corp 0.02% Add +75.0% 5,123 $429K
Wiser Advisor Group LLC 0.49% Add +0.2% 5,118 $429K
Praetorian Wealth Management, Inc. 0.08% Add +4.1% 5,101 $427K
Sawyer & Company, Inc 0.15% New 5,090 $426K
Stableford Capital II LLC 0.15% Reduce -27.9% 5,052 $423K
Atticus Wealth Management, LLC 0.10% Reduce -3.0% 5,003 $419K
Obermeyer Wealth Partners 0.02% No change 4,966 $416K
Financial Network Wealth Advisors LLC 0.43% Add +4.5% 4,957 $415K
Disciplined Investors, L.L.C. 0.27% Add +11.2% 4,908 $411K
Community Financial Services Group, LLC 0.08% No change 4,902 $411K
Merkkuri Wealth Advisors LLC 0.28% Add +1.6% 4,901 $410K
August Group Capital Ltd 0.46% — 4,900 $410K
Horizon Investments, LLC 0.01% Reduce -8.4% 4,870 $408K
Centennial Bank 0.16% Add +222.5% 4,837 $405K
Barclays PLC 0.00% Add +12502.6% 4,789 $401K
McAdam, LLC 0.02% Add +15.9% 4,786 $401K
Associated Banc-Corp 0.01% Add +88.8% 4,714 $395K
Balefire, LLC 0.08% Add +16.3% 4,668 $391K
Kingswood Wealth Advisors, LLC 0.02% Add +3.7% 4,667 $391K
Howard Wealth Management, LLC 0.17% Add +20.6% 4,659 $390K
Summit Global Investments 0.02% Add +2.0% 4,605 $386K
Genesis Financial Group, LLC 0.22% — 4,605 $386K
Zhang Financial LLC 0.01% No change 4,595 $385K
Blue Water Asset Management 0.14% — 4,564 $382K
Warwick Investment Management, Inc. 0.06% Add +3.1% 4,543 $380K
GWN Securities Inc. 0.08% Add +31.1% 4,541 $380K
Bedel Financial Consulting, Inc. 0.04% Add +1.2% 4,531 $379K
Dynamic Wealth Strategies, LLC 0.23% Reduce -0.7% 4,518 $378K
Compass Financial Group, INC 0.05% Reduce -16.9% 4,493 $376K
Mason Investment Advisory Services, Inc. 0.02% Add +1.2% 4,491 $376K
Geneos Wealth Management Inc. 0.01% Add +4.3% 4,481 $375K
Maseco LLP 0.02% Add +1.5% 4,480 $375K
Aznar Financial Advisors, LLC 0.36% — 4,465 $374K
Ameliora Wealth Management Ltd. 0.11% No change 4,450 $373K
Laraway Financial Advisors Inc 0.24% Reduce -0.7% 4,434 $371K
Godfrey Financial Associates, Inc. 0.32% — 4,390 $368K
Greenwood Capital Associates LLC 0.04% No change 4,386 $367K
First Merchants Corp. 0.01% Reduce -36.6% 4,375 $366K
Focus Financial Network, Inc. 0.01% Add +11.2% 4,349 $364K
Greenleaf Trust 0.00% Reduce -9.2% 4,327 $362K
Pinkerton Wealth, LLC 0.04% Reduce -1.0% 4,318 $362K
Valpey Financial Services, LLC 0.23% Add +1.2% 4,280 $358K
Hegarty Advisors, LLC 0.31% — 4,266 $357K
Greenline Wealth Management LLC 0.37% — 4,238 $355K
Stevens Capital Partners 0.09% Add +44.7% 4,228 $354K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.4% 4,200 $352K
Earned Wealth Advisors, LLC 0.02% New 4,174 $350K
UMB Bank, n.a. 0.00% Add +22.8% 4,169 $349K
Bluedoor Private Wealth, LLC 0.16% — 4,160 $348K
Legacy Capital Group California, Inc. 0.08% New 4,113 $344K
Beaumont Financial Advisors, LLC 0.02% Reduce -9.9% 4,113 $344K
Boyum Wealth Architects LLC 0.16% New 4,102 $344K
TD Capital Management LLC 0.03% No change 4,100 $343K
Enhancing Capital LLC 0.24% New 4,081 $342K
Moneta Group Investment Advisors LLC 0.00% New 4,079 $342K
180 Wealth Advisors, LLC 0.04% Reduce -6.9% 4,049 $339K
Mach-1 Financial Group, LLC 0.07% Reduce -15.1% 4,037 $338K
Grey Fox Wealth Advisors, LLC 0.07% Reduce -8.8% 4,035 $338K
Wallace Advisory Group, LLC 0.35% Reduce -17.6% 4,019 $337K
Capital Investment Advisors, LLC 0.01% Add +3.8% 4,009 $336K
Ceeto Capital Group, LLC 0.10% No change 4,000 $335K
Peoples Bank 0.21% Add +42.6% 3,992 $334K
Orleans Capital Management Corp. 0.21% Add +1.3% 3,982 $333K
MGB Wealth Management, LLC 0.09% New 3,917 $328K
Sightline Wealth Advisors, LLC 0.14% New 3,888 $326K
Advisors Asset Management, Inc. 0.01% Add +109.5% 3,847 $322K
Silver Oak Securities, Incorporated 0.02% Add +5.0% 3,830 $322K
HC Advisors, LLC 0.22% No change 3,828 $321K
Wellspring Financial Advisors, LLC 0.03% New 3,826 $321K
Tempus Wealth Planning, LLC 0.07% New 3,808 $319K
Timonier Family Office, LTD. 0.10% Reduce -6.9% 3,794 $318K
Grove Bank & Trust 0.04% No change 3,789 $317K
Objective Capital Management, LLC 0.32% New 3,786 $317K
M&T Bank Corp 0.00% Add +2.6% 3,765 $315K
FSB Premier Wealth Management, Inc. 0.10% Reduce -8.2% 3,758 $315K
Financially in Tune, LLC 0.29% — 3,753 $314K
Chapin Davis, Inc. 0.07% Add +0.3% 3,752 $314K
Hanover Advisors Inc. 0.12% Reduce -5.1% 3,751 $314K
Security National Bank 0.05% Reduce -8.4% 3,750 $314K
Eaton-Cambridge Inc. 0.10% New 3,737 $313K
Coastline Trust Co 0.03% Add +129.4% 3,735 $313K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.9% 3,702 $311K
Vaughan Nelson Investment Management, L.P. 0.00% No change 3,705 $310K
Mustard Seed Financial, LLC 0.19% Reduce -0.8% 3,683 $308K
OMNI 360 Wealth, Inc. 0.16% Reduce -5.2% 3,658 $308K
Azimuth Capital Investment Management LLC 0.01% No change 3,655 $306K
Swmg, LLC 0.08% Add +28.9% 3,637 $305K
Iron Gate Global Advisors LLC 0.03% Reduce -10.3% 3,642 $305K
Main Street Financial Solutions, LLC 0.02% Reduce -79.7% 3,634 $304K
Lutz Financial Services LLC 0.02% Reduce -12.2% 3,616 $303K
RPS Advisory Solutions LLC 0.14% No change 3,604 $302K
Daymark Wealth Partners, LLC 0.01% Reduce -8.1% 3,596 $301K
Valued Retirements, Inc. 0.29% Add +3.5% 3,591 $301K
Stephens Group Asset Management, LLC 0.02% No change 3,587 $300K
FinDec Wealth Services, Inc. 0.32% New 3,584 $300K
Gryphon Financial Partners LLC 0.03% No change 3,582 $300K
Summit Trail Advisors, LLC 0.01% No change 3,579 $300K
Marble Wealth, LLC 0.04% — 3,575 $299K
Capital Management Associates, Inc 0.07% New 3,568 $299K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -14.4% 3,560 $298K
Quantinno Capital Management LP 0.00% Add +17.0% 3,556 $298K
YANKCOM Partnership 0.13% Add +8.8% 3,551 $297K
Golden Reserve Retirement LLC 0.05% New 3,532 $296K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $295K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.4% 3,518 $295K
Franklin Resources Inc. 0.00% Add +41.4% 3,471 $291K
Ti-Trust, Inc. 0.18% Add +7.4% 3,465 $290K
Third View Private Wealth, LLC 0.04% — 3,459 $290K
Boston Family Office LLC 0.02% New 3,450 $289K
Collaborative Wealth Managment Inc. 0.10% Reduce -34.0% 3,450 $289K
Verisail Partners, LLC 0.12% No change 3,441 $288K
Nilsine Partners, LLC 0.02% Add +0.3% 3,436 $288K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -21.2% 3,431 $287K
Northstar Financial Companies, Inc. 0.23% No change 3,426 $287K
Concorde Asset Management, LLC 0.11% Reduce -7.0% 3,396 $284K
IRON Financial LLC 0.13% New 3,369 $282K
Charter Oak Capital Management, LLC 0.02% Reduce -18.3% 3,355 $281K
Continuum Advisory, LLC 0.03% Add +17.8% 3,308 $277K
Total Clarity Wealth Management, Inc. 0.07% Add +23.0% 3,306 $277K
Cahaba Wealth Management, Inc. 0.02% Reduce -5.7% 3,275 $274K
Unique Wealth Strategies, LLC 0.11% New 3,265 $273K
Calder Financial LLC 0.27% — 3,263 $273K
17 Capital Partners, LLC 0.14% Reduce -5.3% 3,253 $272K
Anson Capital, Inc. 0.20% Add +1.6% 3,251 $272K
Peak Asset Management, LLC 0.05% New 3,211 $269K
Berger Financial Group, Inc 0.02% Add +13.5% 3,197 $268K
Summit Wealth & Retirement Planning, Inc. 0.06% New 3,181 $266K
Cordoba Advisory Partners LLC 0.07% — 3,163 $265K
Texas Yale Capital Corp. 0.01% Add +0.2% 3,156 $264K
Integrity Wealth Solutions LLC 0.10% Add +1.6% 3,129 $262K
LifeWealth Investments, LLC 0.08% New 3,119 $261K
Ninety One UK Ltd 0.00% Add +19.2% 3,110 $260K
Redmont Wealth Advisors LLC 0.39% Reduce -3.7% 3,105 $260K
Wealth Dimensions Group, Ltd. 0.05% Reduce -6.3% 3,084 $258K
L.K. Benson & Company, P.C. 0.13% New 3,074 $257K
Worth Asset Management, LLC 0.11% Reduce -2.8% 3,052 $256K
GeoWealth Management, LLC 0.01% Reduce -0.7% 3,025 $253K
Creekside Partners 0.11% Add +1.5% 3,024 $253K
SteelPeak Wealth, LLC 0.01% New 3,006 $252K
Aegis Wealth Management, Inc. 0.20% — 3,003 $252K
Toth Financial Advisory Corp. 0.03% Add +25.0% 3,000 $251K
MBL Wealth, LLC 0.02% New 3,000 $251K
FSC Wealth Advisors, LLC 0.40% Reduce -87.9% 2,969 $249K
Newport Capital Group, LLC 0.15% Add +19.1% 2,968 $249K
SeaBridge Investment Advisors LLC 0.04% Add +1.5% 2,936 $246K
First Hawaiian Bank 0.03% No change 2,932 $246K
Tempo Wealth, LLC 0.04% — 2,926 $245K
Callahan Advisors, LLC 0.02% Reduce -6.3% 2,920 $245K
J Hagan Capital, Inc. 0.14% New 2,913 $244K
Minot DeBlois Advisors LLC 0.22% No change 2,900 $243K
Middleton & Co. Inc. 0.03% No change 2,875 $241K
Performance Wealth Partners, LLC 0.01% Reduce -49.3% 2,865 $240K
Allen Capital Group, LLC 0.02% New 2,844 $238K
Ieq Capital, LLC 0.00% New 2,798 $234K
Sax Wealth Advisors, LLC 0.01% No change 2,797 $234K
Baskin Financial Services Inc. 0.02% No change 2,793 $234K
Storen Legacy Partners, LLC 0.07% — 2,768 $232K
Legacy Wealth Partners, LLC 0.06% — 2,746 $230K
NorthLanding Financial Partners, LLC 0.18% No change 2,737 $229K
Prosperity Consulting Group, LLC 0.01% Reduce -23.0% 2,726 $228K
Plus Group Wealth Advisors LLC 0.25% — 2,700 $226K
Endeavor Private Wealth, Inc. 0.06% Reduce -22.7% 2,697 $226K
Laffer Tengler Investments, Inc. 0.04% No change 2,681 $225K
Capital Asset Managemnet, LLC 0.25% — 2,675 $224K
Van Hulzen Asset Management, LLC 0.02% Reduce -19.1% 2,664 $223K
Seaview Investment Managers LLC 0.08% Reduce -17.5% 2,651 $222K
Rossmore Private Capital 0.02% New 2,641 $221K
Members Trust Co 0.01% Reduce -7.0% 2,630 $220K
HCR Wealth Advisors 0.02% Add +2.2% 2,617 $219K
Kanawha Capital Management LLC 0.01% Reduce -20.7% 2,595 $217K
Texas Bank & Trust Co 0.08% Reduce -1.3% 2,593 $217K
Tranquility Partners, LLC 0.08% Add +2.1% 2,584 $216K
TigerOak Management, L.L.C. 0.07% Add +0.0% 2,579 $216K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% New 2,578 $216K
Boston Trust Walden Corp 0.00% Reduce -36.5% 2,577 $216K
Lifeworks Advisors, LLC 0.03% Reduce -5.7% 2,567 $215K
PCM Encore, LLC 0.05% — 2,561 $214K
Madrid Wealth Management, LLC 0.17% — 2,555 $214K
Valley Forge Investment Consultants Inc. Adv 0.06% Add +1.6% 2,551 $214K
Delta Financial Advisors LLC 0.06% No change 2,550 $214K
SmartHarvest Portfolios, LLC 0.07% — 2,541 $213K
Austin Wealth Management, LLC 0.03% New 2,525 $212K
RFG Advisory, LLC 0.00% Reduce -16.7% 2,523 $211K
Liberty Wealth Management LLC 0.03% Reduce -29.8% 2,522 $211K
Peak Retirement Planning, Inc. 0.05% Reduce -6.7% 2,520 $211K
ProVise Management Group, LLC 0.01% Add +0.0% 2,509 $210K
Vision Financial Markets LLC 0.21% No change 2,501 $209K
Northside Capital Management, LLC 0.02% No change 2,500 $209K
CoreCap Advisors, LLC 0.01% Reduce -30.1% 2,496 $209K
Split Rock Private Trading & Wealth Management, LLC 0.17% — 2,490 $209K
Sfmg, LLC 0.01% New 2,480 $208K
Fortitude Advisory Group L.L.C. 0.09% New 2,473 $207K
Armstrong Advisory Group, Inc. 0.01% Add +0.7% 2,455 $206K
WealthShield Partners, LLC 0.02% Reduce -3.1% 2,454 $206K
Sunburst Financial Group, LLC 0.04% Add +0.4% 2,450 $205K
BTG Pactual Asset Management US LLC 0.02% New 2,444 $205K
Clearstead Advisors, LLC 0.00% Reduce -57.0% 2,428 $203K
Ritholtz Wealth Management 0.00% Reduce -8.0% 2,415 $202K
Clearwave Capital, LLC 0.15% — 2,410 $202K
Canvas Wealth Advisors, LLC 0.03% No change 2,400 $201K
Granite Harbor Advisors, Inc. 0.08% Reduce -64.0% 2,394 $200K
IFG Advisors, LLC 0.03% New 2,391 $200K
Conservest Capital Advisors, Inc. 0.02% New 2,390 $200K
Fifth Third Bancorp 0.00% Reduce -61.0% 2,387 $200K
Pinnacle Bancorp, Inc. 0.06% Add +3.1% 2,329 $195K
Breakwater Investment Management 0.07% No change 2,268 $190K
DHJJ Financial Advisors, Ltd. 0.06% No change 2,133 $179K
N.E.W. Advisory Services LLC 0.01% Reduce -0.2% 2,115 $177K
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.4% 2,115 $177K
Front Row Advisors LLC 0.06% No change 2,061 $173K
Halbert Hargrove Global Advisors, LLC 0.01% No change 2,051 $172K
Urban Financial Advisory Corp 0.07% Add +1.6% 2,009 $168K
Barrett & Company, Inc. 0.06% Add +0.3% 1,978 $166K
Silicon Valley Capital Partners 0.01% Add +1.6% 1,941 $163K
Trust Co. of Vermont 0.01% Add +16.6% 1,934 $162K
AlphaCore Capital LLC 0.00% Add +3.3% 1,918 $161K
Eastern Bank 0.00% Reduce -36.5% 1,914 $160K
Integrity Financial Corp 0.08% Reduce -17.1% 1,867 $156K
Powell Investment Advisors, LLC 0.05% No change 1,820 $152K
Graney & King, LLC 0.09% No change 1,770 $148K
Chung Wu Investment Group, LLC 0.12% No change 1,743 $146K
Hills Bank & Trust Co 0.01% Reduce -7.1% 1,693 $142K
Cordgrass Capital Advisors, LLC 0.03% New 1,625 $136K
JNBA Financial Advisors 0.01% No change 1,616 $135K
Investors Research Corp 0.02% No change 1,597 $134K
Cornerstone Planning Group LLC 0.02% Reduce -67.6% 1,554 $130K
Strategic Wealth Partners, Ltd. 0.01% Add +12.3% 1,448 $121K
LFA - Lugano Financial Advisors SA 0.06% New 1,441 $121K
AdvisorNet Financial, Inc 0.01% Reduce -31.2% 1,413 $118K
Pillar Financial Advisors, LLC 0.07% No change 1,400 $117K
Capital Investment Advisory Services, LLC 0.01% Reduce -1.3% 1,399 $117K
Tsfg, LLC 0.02% Reduce -79.2% 1,344 $113K
Wells Financial Advisors INC 0.21% Reduce -77.0% 1,330 $111K
S.A. Mason LLC 0.04% No change 1,310 $110K
Archer Investment Corp 0.02% Add +223.9% 1,302 $109K
MidAtlantic Capital Management, Inc. 0.07% New 1,253 $105K
Evolution Wealth Management Inc. 0.08% Add +22.4% 1,222 $102K
Hantz Financial Services, Inc. 0.00% Reduce -13.0% 1,212 $102K
Mb, Levis & Associates, LLC 0.04% New 1,189 $100K
Fairscale Capital, LLC 0.07% Reduce -20.5% 1,184 $99K
Cape Investment Advisory, Inc. 0.03% New 1,179 $99K
Bokf, NA 0.00% Reduce -66.8% 1,127 $94K
Golden State Wealth Management, LLC 0.01% Reduce -45.0% 1,126 $94K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,132 $94K
Eukles Asset Management 0.04% No change 1,103 $92K
NorthAvenue LLC 0.08% — 1,093 $92K
Robinswood Financial LLC 0.03% Add +1.1% 1,061 $89K
Cullen/Frost Bankers, Inc. 0.00% Add +0.3% 1,017 $85K
Keating Financial Advisory Services, Inc. 0.01% — 1,011 $85K
Anfield Capital Management, LLC 0.03% No change 1,007 $84K
Bernard Wealth Management Corp. 0.03% No change 1,004 $84K
Rothschild Investment LLC 0.00% Add +22.2% 990 $83K
American National Bank & Trust 0.01% No change 947 $79K
Vermillion Wealth Management, Inc. 0.03% Reduce -33.0% 857 $72K
Bogart Wealth, LLC 0.00% Add +0.2% 850 $71K
Consultiva Wealth Management, Corp. 0.20% No change 832 $70K
Smallwood Wealth Investment Management, LLC 0.04% No change 822 $69K
O'shaughnessy Asset Management, LLC 0.00% Add +343.3% 798 $67K
MCF Advisors LLC 0.00% Add +19.7% 754 $63K
Harbor Investment Advisory, LLC 0.00% Add +415.5% 732 $61K
Richardson Financial Services Inc. 0.02% Add +4.6% 711 $60K
Pinnacle Wealth Planning Services, Inc. 0.01% New 707 $59K
Camelot Portfolios, LLC 0.04% New 706 $59K
Chilton Capital Management LLC 0.00% No change 687 $58K
Pioneer Family Office, LLC 0.04% — 686 $57K
Orion Capital Management LLC 0.02% Reduce -19.1% 677 $57K
MidFirst Bank 0.00% — 669 $56K
Elevated Capital Advisors, LLC 0.01% New 664 $56K
Proffitt & Goodson Inc. 0.01% Reduce -14.2% 652 $55K
Merited Wealth, LLC 0.05% — 650 $54K
Delta Asset Management LLC 0.00% Reduce -28.0% 649 $54K
Larson Financial Group LLC 0.00% Reduce -56.0% 627 $53K
Trust Co 0.00% New 622 $52K
Glen Eagle Advisors, LLC 0.01% Add +46.2% 620 $52K
Vision Retirement, LLC 0.01% — 574 $48K
Hilton Head Capital Partners, LLC 0.03% — 572 $48K
Westfuller Advisors, LLC 0.02% Add +1.3% 560 $47K
McIlrath & Eck, LLC 0.00% Add +0.6% 551 $46K
Signaturefd, LLC 0.00% Add +57.5% 545 $46K
Turim 21 Investimentos Ltda. 0.02% No change 521 $44K
Gilpin Wealth Management, LLC 0.03% — 500 $42K
DT Investment Partners, LLC 0.00% New 499 $42K
Colonial Trust Advisors 0.00% New 497 $42K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $39K
United Financial Planning Group LLC 0.02% Add +14.3% 464 $39K
SJS Investment Consulting Inc. 0.00% New 454 $38K
Chapman Financial Group, LLC 0.03% Reduce -54.0% 447 $37K
Root Financial Partners, LLC 0.00% Reduce -81.5% 438 $37K
Allianz SE 0.00% No change 430 $36K
Bayban 0.03% — 429 $36K
Colonial Trust Co / SC 0.00% Add +4.4% 427 $36K
Sachetta, LLC 0.02% Reduce -63.3% 400 $34K
Highline Wealth Partners LLC 0.01% Reduce -46.2% 392 $33K
Anchor Investment Management, LLC 0.00% Add +1.1% 367 $31K
Richards, Merrill & Peterson, Inc. 0.01% New 361 $30K
Monetary Solutions, Ltd 0.03% — 360 $30K
Brown Brothers Harriman & Co. 0.00% Add +136.1% 347 $29K
Wellington Grp LLC 0.01% — 334 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 334 $28K
Nvwm, LLC 0.01% Reduce -15.4% 312 $26K
Caldwell Trust Co 0.00% No change 303 $25K
POM Investment Strategies, LLC 0.01% Add +191.8% 283 $24K
IFC & Insurance Marketing, Inc. 0.02% — 271 $23K
Cherry Tree Wealth Management, LLC 0.00% No change 270 $23K
Piscataqua Savings Bank 0.02% Reduce -58.2% 269 $23K
Indiana Trust & Investment Management Co 0.01% No change 260 $22K
Optima Capital LLC 0.01% New 257 $22K
Capital Advisors, Ltd. LLC 0.00% Reduce -9.7% 252 $21K
Trust Co. of Toledo NA 0.00% No change 250 $21K
Tompkins Financial Corp. 0.00% No change 249 $21K
Rachor Investment Advisory Services, LLC 0.01% — 246 $21K
Greykasell Wealth Strategies, Inc. 0.01% Add +1.4% 226 $19K
Cambient Family Office, LLC 0.00% — 226 $19K
Woodard & Co. Asset Management Group Inc. 0.00% New 225 $19K
Costello Asset Management, INC 0.01% No change 224 $19K
2UniFi Bank 0.01% No change 221 $19K
Raelipskie Partnership 0.01% No change 215 $18K
Fiduciary Advisors, Inc. 0.01% Add +18.9% 214 $18K
Register Financial Advisors LLC 0.01% No change 214 $18K
Reyes Financial Architecture, Inc. 0.01% Reduce -7.5% 210 $18K
HighMark Wealth Management LLC 0.01% New 210 $18K
HM Payson & Co. 0.00% No change 206 $17K
Jessup Wealth Management, Inc 0.01% New 203 $17K
Simplex Trading, LLC 0.00% New 201 $17K
Clarity Asset Management, Inc. 0.01% Add +1.5% 199 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 196 $16K
EPG Wealth Management LLC 0.00% No change 194 $16K
Kilter Group LLC 0.01% Add +33.6% 187 $16K
Delos Wealth Advisors, LLC 0.01% No change 180 $15K
Go Invest LLC 0.00% — 179 $15K
Signature Equity Partners, LLC 0.01% — 177 $15K
Steph & Co. 0.00% New 177 $15K
Cranbrook Wealth Management, LLC 0.00% No change 174 $15K
McGuire Capital Advisors Inc. 0.01% — 167 $14K
Tidemark, LLC 0.00% Add +0.6% 165 $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% No change 156 $13K
Sunbelt Securities, Inc. 0.00% Add +15300.0% 154 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
Private Wealth Asset Management, LLC 0.00% New 143 $12K
Your Advocates Ltd., LLP 0.00% New 141 $12K
Center for Financial Planning, Inc. 0.00% Add +4.5% 138 $12K
Parkside Financial Bank & Trust 0.00% Reduce -96.4% 136 $11K
Strategic Wealth Advisors LLC 0.01% — 138 $11K
Smartleaf Asset Management LLC 0.00% Add +26.2% 130 $11K
Lodestone Wealth Management LLC 0.00% New 130 $11K
Tucker Asset Management LLC 0.00% New 127 $11K
Meramec Financial Planners, LLC 0.00% — 125 $10K
Elevate Wealth Advisory, Inc. 0.01% 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
Aventura Private Wealth, LLC 0.00% No change 115 $10K
Scarborough Advisors, LLC 0.00% No change 110 $9K
New Millennium Group LLC 0.00% New 108 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Strategic Investment Solutions, Inc. 0.00% Reduce -85.5% 105 $9K
MPWM Advisory Solutions, LLC 0.00% Add +1.0% 101 $8K
Mountain Hill Investment Partners Corp. 0.01% No change 100 $8K
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
Bangor Savings Bank 0.00% Add +50.8% 95 $8K
TCTC Holdings, LLC 0.00% No change 91 $8K
Wilkerson Advisory Group LLC 0.00% — 87 $7K
Plante Moran Financial Advisors, LLC 0.00% Reduce -92.8% 86 $7K
Westend Capital Management, LLC 0.00% No change 81 $7K
Legacy Wealth Managment, LLC 0.00% Reduce -27.4% 77 $6K
SIMA Wealth Partners, LLC 0.00% No change 75 $6K
GAMMA Investing LLC 0.00% No change 74 $6K
Tradewinds Capital Management, LLC 0.00% No change 73 $6K
Curio Wealth, LLC 0.00% New 61 $5K
Purpose Unlimited Inc. 0.00% — 60 $5K
Albion Financial Group 0.00% Add +141.7% 58 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% New 49 $4K
Millstone Evans Group, LLC 0.00% No change 48 $4K
CX Institutional 0.00% New 49 $4K
Estate Planners Group, LLC 0.00% — 45 $4K
Measured Wealth Private Client Group, LLC 0.00% No change 42 $4K
Pandora Wealth, Inc. 0.00% No change 40 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Bell Investment Advisors, Inc 0.00% Add +2.9% 36 $3K
Networth Advisors, LLC 0.00% — 36 $3K
Valley National Advisers Inc. 0.00% New 36 $3K
Kingdom Financial Group LLC. 0.00% New 30 $3K
Salomon & Ludwin, LLC 0.00% Reduce -6.3% 30 $3K
Key Capital Management, INC 0.00% — 29 $2K
Asset Dedication, LLC 0.00% No change 26 $2K
Medallion Wealth Advisors, LLC 0.00% No change 22 $2K
Global Wealth Strategies & Associates 0.00% Add +70.0% 17 $1K
NFSG Corp 0.00% No change 14 $1K
Provenance Wealth Advisors, LLC 0.00% No change 14 $1K
FAS Wealth Partners, Inc. 0.00% New 13 $1K
American Wealth Advisors, LLC 0.00% No change 5 $455
Align Financial, LLC 0.00% — 419 $419
BNP Paribas 0.00% Reduce -100.0% 1 $84
Bear Mountain Capital, Inc. 0.00% Reduce -96.9% 1 $84
Ares Financial Consulting, LLC 0.00% — 1 $80

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