Vanguard Int-Term CorporateVCITETF

13F holders, Q1 2026 (March 31)
1,370holders +36
131new positions
92sold out
6famous investors
$82.79avg. 13F price*

At the end of Q1 2026, 1,370 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 36 from Q4 2025. 131 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($9.8B), Fisher Asset Management ($7.4B) and JPMorgan Chase & Co. ($4.4B). 6 famous investors held it, including Ken Fisher (2.5% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions131$2.1B
Exits92$296.2M

All 13F filers, Q4 2025 → Q1 2026: 95,232,713 shares bought and 9,232,155 shares sold, net +86,000,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,370 holders

Bank of America Corp. 0.72% Add +39.6% 118,464,592 $9.8B
Fisher Asset Management 2.50% Add +6.2% 89,198,232 $7.4B
JPMorgan Chase & Co. 0.30% Add +3.3% 52,983,058 $4.4B
Creative Planning 1.52% Add +1.7% 27,022,817 $2.2B
Morgan Stanley 0.13% Add +4.5% 25,132,794 $2.1B
Prudential PLC 11.00% New 17,476,776 $1.4B
Royal Bank of Canada 0.21% Reduce -1.7% 13,173,092 $1.1B
Ameriprise Financial Inc. 0.22% Add +62.5% 11,520,160 $954.4M
LPL Financial LLC 0.25% Add +3.0% 11,226,310 $929.0M
Envestnet Asset Management Inc. 0.25% Add +2.6% 11,166,107 $924.0M
Wells Fargo & Company 0.18% Add +6.6% 10,853,776 $898.1M
Goldman Sachs Group Inc. 0.09% Reduce -5.5% 7,830,619 $648.0M
Wealthfront Advisers LLC 1.23% Add +22.7% 6,762,049 $559.6M
Baird Financial Group, Inc. 0.86% Add +11.9% 6,668,337 $551.8M
Nepc LLC 10.53% Add +4.9% 6,390,771 $528.8M
Raymond James Financial Inc. 0.14% Add +8.6% 5,288,276 $437.6M
UBS Group AG 0.07% Add +19.3% 4,866,484 $402.7M
PNC Financial Services Group, Inc. 0.23% Add +11.4% 4,728,521 $391.3M
Symetra Investment Management Co 22.46% New 3,133,225 $259.3M
State of Tennessee, Department of Treasury 0.81% Add +0.3% 2,923,588 $241.9M
Blue Trust, Inc. 2.62% Add +6.7% 2,769,399 $229.2M
American Family Investments, Inc. 6.00% Add +125.0% 2,756,420 $228.1M
Allspring Global Investments Holdings, LLC 0.38% Add +147.4% 2,710,658 $224.2M
Varma Mutual Pension Insurance Co 1.31% No change 2,700,000 $223.4M
HighTower Advisors, LLC 0.22% Add +4.3% 2,545,297 $210.6M
Equitable Holdings, Inc. 1.20% Add +8.5% 1,579,346 $185.8M
Focus Partners Wealth 0.20% Add +0.1% 2,203,423 $182.3M
Bank of New York Mellon Corp 0.03% Reduce -1.2% 2,067,803 $171.1M
Facet Wealth, Inc. 2.87% Add +8.8% 2,000,034 $165.5M
Vanguard Capital Management LLC 0.00% — 2,000,000 $165.5M
Corient Private Wealth LP 0.23% Reduce -4.4% 1,986,532 $163.1M
First Interstate Bank 9.04% Add +6.9% 1,943,286 $160.8M
Bernicke Wealth Management, Ltd. 18.42% Add +1.4% 1,722,708 $142.6M
Buffalo Business & Estate Services Ltd. 19.56% Add +0.8% 1,629,062 $134.8M
BlackRock, Inc. 0.00% Reduce -0.8% 1,582,747 $131.0M
State Farm Mutual Automobile Insurance Co. 0.10% No change 1,542,000 $127.6M
Constellation Investments, Inc. 4.21% Reduce -12.3% 1,532,125 $126.8M
Jane Street Group, LLC 0.13% Add +284.6% 1,452,302 $120.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.00% Add +1.5% 1,391,592 $115.2M
Legacy Edge Advisors, LLC 11.84% Add +9.6% 1,360,788 $112.6M
Cetera Investment Advisers 0.12% Add +5.2% 1,348,769 $111.6M
Brandywine Oak Private Wealth LLC 9.00% Add +2.4% 1,294,286 $107.1M
Davidson Capital Management Inc. 19.37% Add +42.7% 1,292,103 $106.9M
Truist Financial Corp. 0.14% Add +1.1% 1,247,587 $103.2M
Old Mission Capital LLC 2.44% Add +476.5% 1,245,551 $103.1M
Assetmark, Inc. 0.21% Reduce -1.8% 1,217,898 $100.8M
Janney Montgomery Scott LLC 0.25% Reduce -5.1% 1,215,856 $100.6M
Jones Financial Companies LLLP 0.05% Add +49.4% 1,200,415 $98.3M
Robertson Stephens Wealth Management, LLC 2.55% Add +4.3% 1,099,963 $91.0M
Rebalance, LLC 5.17% Add +2.8% 1,076,970 $89.1M
Hilton Capital Management, LLC 6.63% Reduce -18.8% 1,060,313 $87.7M
Advisory Alpha, LLC 2.27% Add +72.6% 1,002,543 $83.0M
Cambridge Investment Research Advisors, Inc. 0.21% Add +12.1% 1,000,858 $82.8M
Mather Group, Llc. 0.83% Add +5.0% 999,855 $82.7M
SHP Wealth Management 6.22% Add +17.8% 996,012 $82.4M
Bridgewater Advisors Inc. 4.85% Add +12.3% 987,957 $81.6M
Capital Advantage, Inc. 10.53% Reduce -3.0% 973,171 $80.5M
Benjamin Edwards Inc. 0.78% Add +11.0% 949,261 $78.6M
American Century Companies Inc. 0.04% Add +15.0% 925,300 $76.6M
Osaic Holdings, Inc. 0.11% Add +6.1% 922,100 $76.3M
Busey Bank 2.03% Add +5.1% 903,265 $74.7M
Wealth Enhancement Advisory Services, LLC 0.16% Add +147.5% 988,226 $72.3M
Flputnam Investment Management Co. 1.07% Add +7.0% 872,080 $72.2M
Strategic Financial Services, Inc. 3.42% Add +1.8% 869,001 $71.9M
Patriot Investment Management Group, Inc. 4.43% Add +4.0% 837,667 $69.3M
Commonwealth Equity Services, LLC 0.10% Add +6.8% 837,187 $69.3M
Rakuten Investment Management, Inc. 0.14% Add +100.0% 791,934 $66.6M
GDS Wealth Management 3.96% Add +11.1% 796,336 $65.9M
Keybank National Association 0.24% Add +2.1% 790,663 $65.4M
1832 Asset Management L.P. 0.09% Add +2.7% 783,540 $64.8M
Stifel Financial Corp. 0.06% Add +11.0% 724,676 $60.0M
WestEnd Advisors, LLC 1.43% Add +3.0% 715,751 $59.2M
Steele Capital Management, Inc. 2.43% Add +0.4% 710,291 $58.8M
Sona Asset Management (us) LLC 3.34% New 701,744 $58.1M
Dodds Wealth, LLC 13.92% Add +5.2% 685,118 $56.7M
Apollon Wealth Management, LLC 0.92% Add +441.5% 684,128 $56.6M
Penserra Capital Management LLC 0.66% Add +94.1% 675,573 $55.9M
Private Advisor Group, LLC 0.26% Add +0.8% 674,763 $55.8M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -7.1% 671,988 $55.6M
RiverFront Investment Group, LLC 0.85% Add +0.8% 660,632 $54.7M
Bartlett & Co. Wealth Management LLC 0.69% Add +2.3% 656,787 $54.1M
Scotia Capital Inc. 0.22% Reduce -2.5% 645,564 $53.4M
Financial Advisory Partners, LLC 15.08% Add +0.7% 644,294 $53.3M
Arkos Global Advisors 6.57% Add +0.5% 632,398 $52.3M
Howe & Rusling Inc. 3.37% Add +17.1% 623,601 $51.6M
Hanson & Doremus Investment Management 5.89% Add +4.0% 618,693 $51.2M
Evergreen Advisors, LLC 11.95% Add +5.3% 614,910 $50.9M
Florida Trust Wealth Management Co 1.41% Add +14.2% 606,886 $50.2M
&partners 0.25% Add +2.2% 600,530 $49.7M
Mariner, LLC 0.06% Add +27.9% 600,537 $49.7M
Bank of Montreal 0.02% Reduce -4.0% 595,579 $49.3M
Arista Wealth Management, LLC 5.94% Add +2.2% 590,068 $48.8M
Bessemer Group Inc. 0.08% Reduce -5.4% 587,605 $48.6M
Focused Wealth Management, Inc 5.01% Add +6.0% 579,931 $48.0M
DecisionPoint Financial, LLC 9.76% Add +1.3% 546,875 $45.3M
Stonebridge Capital Advisors LLC 3.12% Add +4.3% 538,754 $44.6M
Alliancebernstein L.P. 0.01% Add +13.3% 526,651 $44.1M
Bishop & Co Investment Management, LLC 14.72% Add +7.2% 518,516 $42.9M
Venturi Wealth Management, LLC 1.83% Add +7037.1% 491,605 $40.7M
MilWealth Group LLC 9.53% Add +2.7% 483,643 $40.0M
Marion Wealth Management 8.88% Add +22.6% 483,527 $40.0M
Hudock, Inc. 5.89% Add +0.1% 483,519 $40.0M
Raffa Wealth Management, LLC 6.21% Add +15.6% 480,589 $39.8M
Southern Farm Bureau Life Insurance 4.20% No change 480,641 $39.7M
Strategic Wealth Investment Group, LLC 5.03% Add +1.3% 479,047 $39.6M
CWA Asset Management Group, LLC 1.36% Add +10.0% 478,117 $39.6M
Rosenberg Matthew Hamilton 8.04% Add +6.1% 474,468 $39.3M
Banco Santander, S.A. 0.31% Add +40.7% 471,537 $39.0M
Mercer Global Advisors Inc. 0.06% Reduce -12.0% 465,787 $38.5M
Newton One Investments LLC 10.44% Add +2.9% 464,730 $38.5M
Cwm, LLC 0.10% Add +3.7% 461,945 $38.2M
Cypress Financial Planning LLC 10.50% Add +3.0% 455,130 $37.7M
Advisors Capital Management, LLC 0.44% Add +4.4% 450,085 $37.2M
NewEdge Advisors, LLC 0.13% Add +4.4% 447,121 $37.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Reduce -21.2% 439,330 $36.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +93.0% 437,999 $36.2M
Sanctuary Advisors, LLC 0.20% Reduce -2.7% 437,471 $36.2M
Capital Advisors Wealth Management, LLC 4.70% Add +8.7% 423,173 $35.0M
Vestmark Advisory Solutions, Inc. 0.38% Add +22.1% 419,322 $34.7M
American Financial Advisors, LLC 4.59% Reduce -0.0% 415,601 $34.4M
Tidal Investments LLC 0.11% Add +29.8% 410,448 $33.8M
Elevation Point Wealth Partners, LLC 0.80% Add +25.1% 405,333 $33.5M
BNP Paribas Financial Markets 0.02% Add +221.2% 401,571 $33.2M
CBIZ Investment Advisory Services, LLC 1.21% Add +8.0% 400,595 $33.1M
Great Lakes Retirement, Inc. 3.42% Add +4.2% 399,847 $33.1M
Meridian Management Co. 8.19% Add +5.1% 397,598 $32.9M
Captrust Financial Advisors 0.06% Add +125.3% 396,033 $32.8M
Fiducient Advisors LLC 4.28% Reduce -0.1% 395,833 $32.8M
Allen Investment Management, LLC 0.40% Reduce -8.3% 395,237 $32.7M
Summit Asset Management, LLC 4.53% Add +2.7% 393,087 $32.5M
Waverly Advisors, LLC 0.24% Reduce -0.4% 390,395 $32.3M
Gsa Capital Partners LLP 2.01% New 389,989 $32.3M
Johnson Investment Counsel Inc. 0.26% New 388,589 $32.2M
Mitsubishi UFJ Trust & Banking Corp 0.08% No change 385,230 $31.9M
Citadel Advisors 0.02% Reduce -38.8% 380,032 $31.4M
25 LLC 9.56% Add +5.3% 374,750 $31.0M
Old National Bancorp 0.52% Add +12.4% 372,583 $30.8M
Summit Financial, LLC 0.39% Add +4.6% 366,291 $30.3M
Envestnet Portfolio Solutions, Inc. 0.17% Add +4.0% 362,748 $30.0M
WESCAP Management Group, Inc. 5.87% Reduce -0.9% 359,763 $29.8M
Pioneer Wealth Management Group 8.32% Add +7.1% 358,447 $29.7M
Foundation Wealth Management, LLC\PA 10.46% Add +6.4% 358,431 $29.7M
Vise Technologies, Inc. 0.58% No change 352,454 $29.5M
Beacon Pointe Advisors, LLC 0.15% Add +23.1% 350,665 $29.0M
Apella Capital, LLC 0.43% Reduce -4.3% 345,199 $28.8M
Essex LLC 5.02% Reduce -2.9% 343,429 $28.4M
Badgley Phelps Wealth Managers, LLC 0.56% Add +1.0% 341,330 $28.2M
TD Private Client Wealth LLC 0.58% Add +4.9% 339,843 $28.1M
Citigroup Inc. 0.02% Reduce -15.9% 337,077 $27.9M
Pacific Capital Wealth Advisors, Inc. 4.67% Add +3.9% 335,776 $27.8M
Concurrent Investment Advisors, LLC 0.30% Add +5.4% 330,049 $27.3M
Berkeley Capital Partners, LLC 6.26% Add +4.0% 326,427 $27.0M
Savant Capital, LLC 0.13% Reduce -31.5% 321,325 $26.6M
Park Avenue Securities LLC 0.21% Add +36.9% 320,710 $26.5M
Winch Advisory Services, LLC 6.06% Add +0.7% 320,635 $26.5M
Alliance Wealth Advisors, LLC 5.74% Add +74.9% 320,075 $26.5M
Foundations Investment Advisors, LLC 0.33% Add +15.8% 319,243 $26.4M
Lebenthal Global Advisors, LLC 3.79% Reduce -15.5% 314,793 $26.0M
Ninety One UK Ltd 0.06% Add +9924.1% 311,749 $25.8M
Parallel Advisors, LLC 0.46% Add +5.3% 306,722 $25.4M
Hassell Wealth Management, LLC 8.43% Reduce -4.1% 303,730 $25.1M
1834 Investment Advisors Co. 3.05% Add +1.4% 295,340 $24.4M
BIP Wealth, LLC 0.99% Reduce -18.5% 294,016 $24.3M
Steward Partners Investment Advisory, LLC 0.12% Add +5.1% 291,406 $24.1M
Victory Capital Management Inc. 0.02% Add +3.2% 284,556 $23.5M
Sei Investments Co. 0.02% Add +510.4% 280,897 $23.2M
Global Wealth Management Investment Advisory, Inc. 3.62% Add +3.7% 279,071 $23.1M
Avior Wealth Management, LLC 0.65% Add +1.4% 276,960 $22.9M
Vident Advisory, LLC 0.19% Add +44.9% 274,307 $22.7M
First Financial Bankshares Inc 0.46% Reduce -0.1% 274,190 $22.7M
Insight Wealth Partners, LLC 9.12% Reduce -1.1% 272,811 $22.6M
Power Wealth Management LLC 8.28% Add +0.0% 268,566 $22.2M
Union Bancaire Privee, UBP SA 0.31% Add +1.6% 269,368 $22.1M
Keyvantage Wealth, LLC 9.70% Add +6.5% 266,114 $22.0M
West Financial Advisors, LLC 3.62% Add +1.1% 257,997 $21.3M
RKL Wealth Management LLC 1.90% Reduce -4.7% 255,681 $21.2M
SpringVest Wealth Management LLC 14.36% Add +1.4% 254,036 $21.0M
Hall Capital Management Co. Inc. 7.51% Add +6.0% 253,594 $21.0M
Rockefeller Capital Management L.P. 0.04% Reduce -3.2% 251,847 $20.8M
Janus Henderson Group PLC 0.01% Reduce -10.6% 249,287 $20.6M
GoalFusion Wealth Management, LLC 9.31% Add +3.8% 248,049 $20.5M
Ameritas Investment Partners, Inc. 0.62% Reduce -3.0% 244,562 $20.2M
BlueSky Wealth Advisors, LLC 2.58% New 242,260 $20.0M
MML Investors Services, LLC 0.06% Reduce -10.3% 240,457 $19.9M
Luminvest Wealth Management LLC 5.16% Add +7.4% 238,214 $19.7M
Crews Bank & Trust 2.83% Add +2.9% 236,156 $19.5M
Arbor Wealth Management LLC\AZ 19.23% Add +4.0% 235,767 $19.5M
Rational Advisors, Inc. 2.12% New 235,761 $19.5M
Financial Management Network Inc. 2.94% Add +4.4% 231,448 $19.2M
Exencial Wealth Advisors, LLC 0.60% Add +3.7% 232,087 $19.2M
Belpointe Asset Management LLC 0.69% Add +0.5% 230,023 $19.0M
Bragg Financial Advisors, Inc 0.60% Add +2.3% 227,644 $18.8M
Cerity Partners LLC 0.03% Add +2.9% 225,079 $18.6M
Members Advisory Group LLC 6.36% Add +0.0% 223,958 $18.5M
Greenspring Advisors, LLC 1.11% Add +13.3% 220,313 $18.2M
Equita Financial Network, Inc. 5.70% Reduce -1.6% 218,984 $18.1M
Longview Financial Advisors LLC 9.83% Add +14.9% 218,700 $18.1M
Twin Cities Retirement Group LLC 16.54% Add +5.5% 218,521 $18.1M
TAGStone Capital, Inc. 6.37% Add +2.9% 217,792 $18.0M
First National Trust Co 0.60% Reduce -0.7% 213,292 $17.6M
Fifth Third Bancorp 0.03% Add +8793.5% 212,289 $17.6M
Modera Wealth Management, LLC 0.21% Add +0.1% 210,946 $17.5M
Financial Futures Ltd Liability Co. 7.62% Add +7.1% 209,671 $17.4M
XY Planning Network, Inc. 2.76% Add +12.3% 209,677 $17.3M
Causey Wealth LLC 7.20% Add +22.1% 204,943 $17.0M
Roundview Capital LLC 1.03% Add +7.0% 200,272 $16.6M
Evergreen Capital Management LLC 0.36% Add +52.9% 200,257 $16.6M
Centiva Capital, LP 0.77% New 200,000 $16.6M
Topsail Wealth Management, LLC 2.44% Add +7.0% 199,562 $16.5M
White Lighthouse Investment Management Inc. 2.21% Reduce -4.1% 192,316 $15.9M
BNP Paribas 0.50% Add +19000000.0% 190,001 $15.7M
Gibbs Wealth Management 2.07% Add +67.0% 189,502 $15.7M
1 North Wealth Services LLC 5.56% Reduce -2.0% 186,197 $15.4M
Fortune 45 LLC 7.48% Add +73.9% 185,555 $15.4M
Net Worth Advisory Group 3.17% Add +3.1% 184,683 $15.3M
Coyle Financial Counsel LLC 3.23% Add +1.8% 184,572 $15.3M
Peterson Wealth Management 8.85% New 184,551 $15.3M
Legacy Financial Group LLC 1.91% Add +1.3% 183,786 $15.2M
Financial Freedom, LLC 7.56% Add +3.9% 183,524 $15.2M
Powers Advisory Group, LLC 5.34% Add +11.4% 183,084 $15.2M
Commerce Bank 0.07% Add +184.8% 182,445 $15.1M
Sequoia Financial Advisors, LLC 0.08% Reduce -1.0% 182,338 $15.1M
Quaker Wealth Management, LLC 4.71% Add +1.3% 182,102 $15.1M
Principal Securities, Inc. 0.22% Add +0.5% 181,984 $15.1M
Northwest Bancshares, Inc. 3.00% Reduce -19.1% 181,935 $15.1M
Towerpoint Wealth, LLC 6.05% Add +4.2% 181,038 $15.0M
Natixis Advisors, LLC 0.02% Add +35.7% 180,501 $14.9M
Thrivent Financial for Lutherans 0.03% Reduce -24.0% 178,449 $14.7M
Benchmark Financial, LLC 13.09% Add +13.2% 176,219 $14.6M
Cordant, Inc. 5.89% Add +2.5% 175,496 $14.5M
Pinnacle Financial Partners, Inc. 0.11% Add +21.0% 174,543 $14.4M
Matrix Trust Co 2.36% Reduce -1.4% 171,935 $14.2M
NewEdge Wealth, LLC 0.17% Reduce -1.1% 170,658 $14.1M
Checchi Capital Advisers, LLC 0.96% Add +4.5% 169,301 $14.0M
RFG Holdings, Inc. 3.50% New 168,134 $13.9M
Shotwell Rutter Baer Inc 8.08% Add +4.0% 166,214 $13.8M
Peak Financial Management, Inc. 3.48% Add +7.7% 165,708 $13.7M
FLC Capital Advisors 2.47% Add +4.9% 164,754 $13.6M
Morton Brown Family Wealth, LLC 3.56% Add +4.9% 162,814 $13.5M
EP Wealth Advisors, LLC 0.07% Add +205.5% 162,580 $13.5M
United Services Automobile Association 1.56% Reduce -7.7% 160,545 $13.3M
St Germain D J Co. Inc. 0.53% Reduce -2.5% 160,405 $13.3M
OneAscent Financial Services LLC 0.72% Add +36.9% 160,173 $13.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +314.0% 160,009 $13.2M
Kestra Advisory Services, LLC 0.05% Add +3.9% 156,500 $13.0M
McGlone Suttner Wealth Management, Inc. 1.69% New 153,942 $12.7M
DAVENPORT & Co LLC 0.07% Add +14.7% 153,910 $12.7M
Procyon Advisors, LLC 0.61% Add +1.9% 150,297 $12.4M
Marshall & Sterling Wealth Advisors Inc. 8.10% Reduce -2.7% 149,600 $12.4M
Westview Management dba Westview Investment Advisors 6.38% Reduce -8.7% 148,252 $12.3M
AQR Capital Management 0.01% Add +1.8% 147,881 $12.2M
Seaside Wealth Management, Inc. 3.41% Add +1.1% 146,354 $12.1M
Curran Financial Partners, LLC 2.15% Add +196.0% 145,227 $12.0M
XML Financial, LLC 0.96% Add +127.8% 144,203 $11.9M
TSG Advice Partners, LLC 1.78% New 143,627 $11.9M
Pallas Capital Advisors LLC 0.45% New 143,071 $11.8M
Cascade Wealth Advisors, Inc 5.11% Reduce -3.4% 140,444 $11.6M
BluePrint Investing LLC 10.32% Add +5.4% 140,342 $11.6M
Creative Financial Designs Inc. 0.70% Add +1901.8% 139,747 $11.6M
Shufro Rose & Co. LLC 0.79% Add +1.2% 139,572 $11.5M
MassMutual Private Wealth & Trust, FSB 0.31% Add +1.4% 137,620 $11.4M
Curbstone Financial Management Corp 2.15% Add +7.9% 135,928 $11.2M
Orion Porfolio Solutions, LLC 0.10% Reduce -23.2% 134,952 $11.2M
Napier Financial, LLC 2.54% Add +0.2% 133,960 $11.1M
Revisor Wealth Management LLC 3.05% Reduce -1.9% 133,613 $11.1M
Frisco Financial Planning LLC 9.02% Add +2.4% 132,102 $10.9M
Stolz & Associates, PS 7.58% Add +11.2% 130,698 $10.9M
Wealth Management Nebraska 1.07% Reduce -9.0% 128,020 $10.6M
Uniting Wealth Partners, LLC 2.25% New 127,441 $10.5M
Manning & Napier Advisors LLC 0.15% Add +22.1% 127,106 $10.5M
World Investment Advisors 0.17% Add +296.3% 127,027 $10.5M
Hurlow Wealth Management Group, Inc. 2.49% Add +2.5% 126,404 $10.5M
CMH Wealth Management LLC 1.78% Add +1.8% 125,269 $10.4M
Capital Analysts, LLC 0.27% Add +16.8% 125,236 $10.4M
Atlantic Union Bankshares Corp 0.20% Add +21.0% 125,192 $10.4M
Diversify Wealth Management, LLC 0.18% Add +30.7% 124,802 $10.3M
Stephens Inc. 0.13% Add +2.6% 123,948 $10.3M
Heritage Trust Co 1.03% Add +7.2% 123,699 $10.2M
Hillcrest Wealth Advisors - NY, LLC 4.14% Add +41.4% 123,665 $10.2M
OneDigital Investment Advisors LLC 0.10% Reduce -4.9% 123,570 $10.2M
IFP Advisors, Inc 0.21% Add +81.9% 123,530 $10.2M
Finivi Inc. 5.57% Add +24.4% 123,196 $10.2M
Rosenblum Silverman Sutton S F Inc. 2.67% Add +6.9% 123,130 $10.2M
Cambridge Advisors Inc. 1.97% Add +0.1% 122,672 $10.2M
Sage Rhino Capital LLC 1.88% Add +32.9% 121,405 $10.0M
JT Stratford LLC 1.28% Add +4.5% 121,106 $10.0M
NYL Investors LLC 3.77% Add +0.9% 120,626 $10.0M
Whittier Trust Co. 0.11% Add +1.7% 118,700 $9.8M
Winthrop Capital Management, LLC 2.47% Reduce -0.8% 116,467 $9.6M
NorthCrest Asset Manangement, LLC 0.30% Reduce -11.7% 114,956 $9.5M
Sagace Wealth Management LLC 6.41% Reduce -4.5% 114,311 $9.5M
Envision Financial LLC 5.06% Add +2.9% 113,675 $9.4M
Fagan Associates, Inc. 1.30% Add +0.4% 113,081 $9.4M
Kestra Private Wealth Services, LLC 0.11% Add +10.2% 112,100 $9.3M
Silver Coast Investments LLC 2.96% Add +4.4% 111,908 $9.3M
Integrated Wealth Concepts LLC 0.07% Add +9.5% 111,593 $9.2M
Family CFO Inc 4.14% Reduce -7.0% 111,575 $9.2M
Oppenheimer & Co. Inc. 0.11% Reduce -0.5% 110,926 $9.2M
AA Financial Advisors, LLC 1.28% Reduce -9.4% 110,098 $9.1M
Phillips Financial Management, LLC 0.65% Reduce -10.4% 108,134 $8.9M
Miller Capital Partners, Inc. 4.29% Add +4.1% 107,054 $8.9M
Cornerstone Wealth Management, LLC 0.44% Add +3.9% 106,997 $8.9M
Cantor Fitzgerald Investment Advisors L.P. 0.65% Reduce -20.2% 106,673 $8.8M
Prepared Retirement Institute LLC 4.37% Add +5.9% 106,534 $8.8M
Dynamic Advisor Solutions LLC 0.28% Add +7.4% 106,224 $8.8M
Mutual Advisors, LLC 0.19% Add +91.2% 106,182 $8.8M
Verus Wealth Management, LLC 8.11% Add +6.6% 105,583 $8.7M
Fortress Financial Solutions, LLC 9.01% Add +5.3% 104,195 $8.6M
Oakwell Private Wealth Management, LLC 1.52% Add +4.4% 103,223 $8.5M
Integrated Advisors Network LLC 0.45% Reduce -1.7% 102,767 $8.5M
Farrell Financial LLC 5.07% Add +10.0% 102,555 $8.5M
Farmers & Merchants Trust Co of Chambersburg PA 2.31% Add +6.6% 102,499 $8.5M
Sigma Investment Counselors Inc. 0.45% Reduce -7.9% 102,008 $8.4M
Northern Trust Corp. 0.00% Add +2.4% 101,647 $8.4M
Trek Financial, LLC 0.45% Add +144.8% 101,592 $8.4M
Juncture Wealth Strategies, LLC 2.79% Add +4.7% 100,907 $8.4M
CENTRAL TRUST Co 0.16% Reduce -1.8% 100,861 $8.3M
Mfa Wealth Advisors, LLC 1.64% Add +1130.5% 100,503 $8.3M
Covington Investment Advisors Inc. 1.22% Add +2.1% 100,301 $8.3M
GTS Securities LLC 0.29% Add +175.9% 99,881 $8.3M
Headinvest, LLC 1.68% Add +4.0% 98,871 $8.2M
J.W. Cole Advisors, Inc. 0.28% Add +0.2% 98,693 $8.2M
Erickson Financial Group, LLC 5.11% Add +5.4% 98,538 $8.2M
Ashton Thomas Securities, LLC 1.01% Reduce -0.4% 97,561 $8.1M
Partners in Financial Planning 1.34% Add +3.8% 97,374 $8.1M
Stone Summit Wealth LLC 2.24% Add +3.5% 97,089 $8.0M
Van Strum & Towne Inc. 2.34% Add +2.3% 96,746 $8.0M
Meridian Wealth Management, LLC 0.28% Add +1.4% 96,312 $8.0M
LexAurum Advisors, LLC 1.02% — 94,173 $7.8M
Crewe Advisors LLC 0.66% Add +0.1% 93,118 $7.7M
Montag A & Associates Inc. 0.36% Add +166.2% 92,730 $7.7M
Principia Wealth Advisory, LLC 4.34% Add +44.8% 92,550 $7.7M
Pacific Wealth Management 4.11% Add +0.9% 92,380 $7.6M
Banque Transatlantique SA 0.18% New 89,462 $7.4M
Osborne Partners Capital Management, LLC 0.39% Add +1.4% 88,291 $7.3M
Greenwood Gearhart LLC 0.40% Reduce -1.9% 88,277 $7.3M
Sowell Financial Services LLC 0.27% Reduce -10.8% 87,155 $7.2M
KMG Fiduciary Partners, LLC 0.53% Add +1.6% 86,944 $7.2M
Focus Partners Advisor Solutions, LLC 0.07% New 86,354 $7.1M
First American Trust, FSB 0.48% Reduce -5.6% 86,184 $7.1M
Latigo Investments, LLC 3.55% No change 86,019 $7.1M
Brindle & Bay Financial Advisors, LLC 4.35% Reduce -3.0% 85,653 $7.1M
Little House Capital LLC 1.81% Reduce -0.9% 84,922 $7.0M
Websterrogers Financial Advisors, LLC 1.98% Add +3.1% 83,822 $6.9M
Principal Financial Group Inc. 0.00% Reduce -57.6% 83,401 $6.9M
TD Waterhouse Canada Inc. 0.02% Add +28.7% 83,268 $6.9M
NorthRock Partners, LLC 0.11% Reduce -1.1% 82,660 $6.8M
Graetz Wealth LLC 6.09% Reduce -6.2% 82,378 $6.8M
Peapack Gladstone Financial Corp. 0.09% Add +8.2% 81,720 $6.8M
Telos Capital Management, Inc. 0.65% Add +4.3% 81,500 $6.7M
Prospera Financial Services Inc 0.11% Reduce -22.3% 81,053 $6.7M
Larch Capital Partners LLC 0.97% New 80,829 $6.7M
First Manhattan Co. Llc. 0.02% Add +61.8% 80,497 $6.7M
Systelligence, LLC 1.28% Reduce -47.6% 79,819 $6.6M
Lanark Financial, Inc. 0.50% Reduce -7.0% 79,724 $6.6M
Buska Wealth Management, LLC 2.63% Add +5.3% 79,122 $6.5M
FMR LLC 0.00% Add +21.8% 78,743 $6.5M
Farther Finance Advisors, LLC 0.06% Add +18.8% 78,495 $6.5M
Brucke Financial, Inc. 3.28% Reduce -10.3% 78,198 $6.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -20.9% 76,973 $6.4M
Conscious Wealth Investments, LLC 3.52% Add +7.7% 75,804 $6.3M
Glenview Trust Co 0.10% Add +20.3% 76,229 $6.3M
Atria Investments, Inc 0.07% Reduce -54.0% 75,396 $6.2M
Stelac Advisory Services LLC 1.26% Add +7.7% 75,384 $6.2M
First Pacific Financial 0.80% Add +1.2% 75,273 $6.2M
Galvin, Gaustad & Stein, LLC 0.50% Reduce -21.6% 75,119 $6.2M
Level Four Advisory Services, LLC 0.20% Add +7.9% 75,050 $6.2M
Acropolis Investment Management, LLC 0.27% No change 74,670 $6.2M
Independent Advisor Alliance 0.07% Add +50.0% 74,225 $6.1M
Spartan Wealth Advisory Services LLC 0.54% — 74,183 $6.1M
Headlands Technologies LLC 0.70% Add +143.0% 73,887 $6.1M
CGN Advisors LLC 0.48% Add +8.6% 73,789 $6.1M
Cresset Asset Management, LLC 0.03% Add +4.7% 73,539 $6.1M
Invesco Ltd. 0.00% Reduce -2.0% 73,137 $6.1M
Horizon Investments, LLC 0.07% Add +1413.7% 73,718 $6.1M
Blair William & Co. 0.02% Add +3.6% 72,966 $6.0M
Prospect Financial Services LLC 3.68% Reduce -3.3% 72,869 $6.0M
W.H. Cornerstone Investments Inc. 3.76% Reduce -5.7% 72,779 $6.0M
Arvest Investments, Inc. 0.82% Add +3.6% 72,319 $6.0M
Integrity Investment Advisors, LLC 3.24% Add +27.6% 72,181 $6.0M
Mma Asset Management LLC 2.10% Add +29.2% 72,079 $6.0M
One William Street Capital Management, L.P. 11.40% New 71,700 $5.9M
Counterweight Ventures, LLC 3.30% Add +16.2% 71,075 $5.9M
Altus Wealth Group LLC 2.41% Add +4.3% 71,069 $5.9M
Perigon Wealth Management, LLC 0.11% Add +1.9% 70,673 $5.8M
Auour Investments LLC 1.84% Add +0.8% 70,628 $5.8M
Bridge Generations Wealth Management LLC 3.32% Add +36.7% 69,917 $5.8M
ATLas Financial Planning LLC 5.19% Add +12.6% 69,900 $5.8M
HBK Sorce Advisory LLC 0.12% Add +147.0% 69,765 $5.8M
PFG Advisors 0.28% Reduce -59.3% 68,824 $5.7M
Yoder Wealth Management, Inc. 2.58% Add +0.1% 68,495 $5.7M
Golden Bell Financial Planning LLC 4.51% Add +4.6% 68,324 $5.7M
Sigma Planning Corp 0.16% Add +5.2% 68,066 $5.6M
National Bank of Canada 0.01% Reduce -94.8% 67,433 $5.6M
Merit Financial Group, LLC 0.04% Add +3.1% 66,670 $5.5M
Mechanics Bank Trust Department 0.76% Add +205.9% 66,347 $5.5M
Capasso Planning Partners LLC 2.96% Add +3.9% 66,201 $5.5M
Verde Capital Management 1.16% Reduce -11.5% 65,473 $5.4M
Great Valley Advisor Group, Inc. 0.10% Add +21.5% 64,811 $5.4M
Viawealth, LLC 2.98% Reduce -3.5% 64,598 $5.3M
Daiwa Securities Group Inc. 0.02% Add +17.2% 64,090 $5.3M
Stonebridge Financial Planning Group, LLC 1.93% Add +4.9% 63,430 $5.2M
Allworth Financial LP 0.02% Reduce -0.3% 62,287 $5.2M
Tide Cove Capital Partners LLC 3.49% Add +0.8% 61,673 $5.1M
Harfst & Associates, Inc. 0.91% Reduce -28.1% 61,706 $5.1M
Pathstone Holdings, LLC 0.02% Add +5.9% 61,639 $5.1M
Rooted Wealth Advisors, Inc. 1.34% Add +2.2% 60,843 $5.1M
Meeder Advisory Services, Inc. 0.21% Add +9.6% 61,140 $5.1M
MAI Capital Management 0.03% Add +5.9% 60,173 $5.0M
CVS HEALTH Corp 2.34% New 60,000 $5.0M
BetterWealth, LLC 0.97% Add +9.7% 59,868 $5.0M
Gotham Asset Management 0.02% Add +303.2% 59,864 $5.0M
O'ROURKE & COMPANY, Inc 1.96% Add +2.2% 59,717 $4.9M
Sumitomo Mitsui Financial Group, Inc. 0.10% Add +17.6% 59,545 $4.9M
Market Street Wealth Management Advisors LLC 0.78% Reduce -3.4% 59,430 $4.9M
Blueline Advisors LLC 3.80% Reduce -39.1% 59,142 $4.9M
Sovran Advisors, LLC 0.38% Add +5.0% 58,986 $4.9M
Monument Capital Management 1.22% Reduce -4.3% 58,841 $4.9M
Veridan Wealth LLC 1.83% Add +2.5% 58,672 $4.9M
Guggenheim Capital LLC 0.04% Add +15.0% 58,131 $4.8M
Koshinski Asset Management, Inc. 0.30% Add +11.1% 57,949 $4.8M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -2.2% 57,804 $4.8M
JBGlobal.com LLC 4.70% New 57,690 $4.8M
Nicolet Bankshares Inc. 0.18% New 57,348 $4.7M
Stratos Wealth Partners, LTD. 0.05% Add +2.0% 57,074 $4.7M
Bay Rivers Group 1.96% Add +3.3% 56,772 $4.7M
Regions Financial Corp. 0.03% Add +9.1% 56,589 $4.7M
Braun-Bostich & Associates Inc. 2.91% Reduce -1.4% 56,154 $4.6M
Anchor Capital Advisors LLC 0.13% Reduce -2.3% 56,003 $4.6M
21 West Wealth Management LLC 4.30% Add +6.6% 55,940 $4.6M
Drucker Wealth 3.0, LLC 0.80% Add +0.3% 55,295 $4.6M
Cypress Wealth Services, LLC 0.65% Add +4.3% 55,291 $4.6M
Rialto Wealth Management, LLC 1.02% Reduce -2.2% 55,056 $4.6M
Wealthedge Investment Advisors, LLC 1.67% Add +136.3% 54,779 $4.5M
Signal Advisors Wealth, LLC 0.31% Add +64.5% 54,684 $4.5M
Bryn Mawr Trust Advisors, LLC 0.22% Add +17.0% 54,253 $4.5M
Portside Wealth Group, LLC 0.61% Add +4.3% 54,237 $4.5M
Gladwyn Financial Advisors, Inc. 3.10% Add +2.9% 53,765 $4.4M
Weik Capital Management 1.77% Add +5.4% 53,727 $4.4M
McMill Wealth Management 1.18% Reduce -0.0% 53,646 $4.4M
SageView Advisory Group, LLC 0.16% Add +9.3% 53,530 $4.4M
Prudential Financial Inc. 0.01% Reduce -71.7% 53,364 $4.4M
Harbour Investments, Inc. 0.07% Add +36.9% 53,315 $4.4M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -1.3% 52,846 $4.4M
HRT Financial LP 0.01% Reduce -75.1% 52,673 $4.4M
Petix & Botte Co 1.94% Reduce -53.9% 52,478 $4.3M
Mgo One Seven LLC 0.09% Reduce -3.9% 51,942 $4.3M
Brookstone Capital Management 0.05% Add +13.5% 51,902 $4.3M
Hofer & Associates. Inc 2.29% Add +3.0% 51,409 $4.3M
United Capital Financial Advisors, LLC 0.03% Add +1.3% 51,428 $4.3M
Advisory Research Inc. 0.52% Add +14.7% 50,986 $4.2M
Perennial Advisors, LLC 0.72% Add +3.6% 50,800 $4.2M
SWAN Capital LLC 1.55% Reduce -4.2% 50,795 $4.2M
Novem Group 0.48% Add +2.4% 50,781 $4.2M
Guardian Wealth Management, Inc. 2.28% Add +17.9% 50,404 $4.2M
Deutsche Bank AG 0.00% Reduce -3.6% 50,356 $4.2M
Cloud Capital Management, LLC 1.80% New 49,955 $4.1M
SGL Investment Advisors, Inc. 1.56% Add +50.1% 49,955 $4.1M
Parsons Capital Management Inc. 0.19% Add +6.8% 49,668 $4.1M
Cherrydale Wealth Management, LLC 1.27% Add +40.9% 49,502 $4.1M
Titan Investment Management LLC 3.60% Add +18.3% 49,361 $4.1M
CRA Financial Services, LLC 0.53% Reduce -1.2% 48,920 $4.0M
Avant Financial Advisors LLC 2.84% Add +2.3% 48,900 $4.0M
Gladstone Institutional Advisory LLC 0.15% Add +6.6% 48,571 $4.0M
Marietta Wealth Management, LLC 0.47% Add +2.8% 47,785 $4.0M
D.A. Davidson & Co. 0.02% Reduce -4.6% 47,403 $3.9M
Aries Wealth Management 0.86% Reduce -0.4% 47,207 $3.9M
Bull Street Advisors, LLC 1.92% Add +2.3% 46,876 $3.9M
Severin Investments, LLC 3.33% Add +317.8% 46,867 $3.9M
Coston, McIsaac & Partners 0.88% Add +10.7% 46,865 $3.9M
Y.D. More Investments Ltd 0.15% Reduce -22.9% 46,894 $3.9M
MBE Wealth Management, LLC 1.61% No change 46,782 $3.9M
Aptus Capital Advisors, LLC 0.03% Add +12.4% 45,375 $3.8M
Prostatis Group LLC 0.95% Add +75.0% 44,993 $3.7M
Composition Wealth, LLC 0.05% Reduce -11.9% 44,908 $3.7M
Ameritas Advisory Services, LLC 0.14% Reduce -5.5% 44,668 $3.7M
Signal Tree Financial Partners LLC 2.78% Add +3.5% 44,481 $3.7M
United Community Bank 1.22% New 44,289 $3.7M
OxenFree Capital LLC 1.78% Add +6.2% 43,956 $3.7M
Breakwater Capital Group 0.49% Add +3.2% 44,146 $3.7M
Williams Financial, LLC 2.12% Reduce -0.4% 44,100 $3.6M
OpenArc Corporate Advisory, LLC 0.05% Reduce -11.4% 43,155 $3.6M
Wealthspire Retirement, LLC 0.21% Add +2.0% 42,969 $3.6M
Epiq Partners, LLC 1.71% Add +17.4% 42,904 $3.6M
Foster Group, Inc. 0.10% Add +1.8% 42,449 $3.5M
Axxcess Wealth Management, LLC 0.11% Add +16.5% 42,068 $3.5M
Titan Global Capital Management USA LLC 0.52% Add +34.6% 42,035 $3.5M
Brooks, Moore & Associates, Inc. 1.73% Reduce -0.7% 41,665 $3.4M
Carnegie Investment Counsel 0.07% Add +32.3% 41,641 $3.4M
HORAN Wealth, LLC 0.32% Add +0.7% 41,177 $3.4M
Hexagon Capital Partners LLC 0.50% Add +7.8% 41,103 $3.4M
Strategic Financial Partners, Ltd. 1.47% Add +3.5% 40,998 $3.4M
Compass Financial Group, Inc. (Ohio) 2.48% Reduce -0.3% 40,902 $3.4M
Insigneo Advisory Services, LLC 0.24% Add +36.3% 40,717 $3.4M
Tandem Investment Partners LLC 2.85% Add +9.3% 40,665 $3.4M
Rothschild Wealth LLC 0.30% Add +1.5% 40,542 $3.4M
Simon Quick Advisors, LLC 0.15% Add +20.4% 40,067 $3.3M
HSBC Holdings PLC 0.00% New 39,944 $3.3M
Certified Advisory Corp 0.29% Add +12.4% 39,713 $3.3M
Diversified Portfolios, Inc. 0.27% Add +60.0% 39,705 $3.3M
Sheets Smith Wealth Management 0.37% Add +9.8% 39,304 $3.3M
REDW Wealth LLC 1.29% Reduce -2.5% 39,026 $3.2M
PVG Asset Management Corp. 1.91% Add +321.3% 38,978 $3.2M
Tudor Investment Corporation 0.02% New 38,765 $3.2M
Fortis Capital Management LLC 0.43% Add +0.6% 38,757 $3.2M
Modus Advisors, LLC 0.88% Add +11.9% 38,558 $3.2M
American Investment Services, Inc. 0.71% Add +0.2% 38,520 $3.2M
Titleist Asset Management, LLC 0.24% Add +11.1% 38,500 $3.2M
Payne Capital LLC 2.90% Reduce -0.0% 38,105 $3.2M
Quartz Partners, LLC 1.22% Add +10.3% 38,041 $3.1M
Rossby Financial, LCC 0.66% Add +19.2% 38,129 $3.1M
Rehmann Capital Advisory Group 0.16% Reduce -2.1% 38,164 $3.1M
German American Bancorp, Inc. 0.27% Reduce -7.0% 37,543 $3.1M
TPG Financial Advisors, LLC 1.01% Reduce -3.5% 37,491 $3.1M
Inman Jager Wealth Management, LLC 1.81% Add +42.0% 37,422 $3.1M
Carl P. Sherr & Co., LLC 1.45% Add +0.1% 37,191 $3.1M
Rathbones Group PLC 0.01% Add +1.1% 37,187 $3.1M
Chandler Asset Management, Inc. 0.46% Add +1.0% 36,575 $3.0M
Pure Financial Advisors, LLC 0.04% Add +15.8% 36,036 $3.0M
Kingswood Wealth Advisors, LLC 0.14% Add +669.4% 35,906 $3.0M
Forza Wealth Management, LLC 1.02% No change 35,507 $2.9M
Cornerstone Financial Group, LLC 1.85% Add +19.2% 34,971 $2.9M
Thrive Capital Management, LLC 0.63% Add +2.3% 34,899 $2.9M
4WEALTH Advisors, Inc. 2.45% Add +5.0% 34,811 $2.9M
Independent Financial Group, LLC 0.06% Add +45.1% 34,239 $2.8M
Silver Oak Wealth Advisors Services, LLC 1.84% Reduce -0.6% 34,225 $2.8M
Glass Jacobson Investment Advisors llc 0.98% Add +0.8% 34,210 $2.8M
Appalachian Capital Management Ltd 2.26% Reduce -3.6% 34,121 $2.8M
Fifth Third Securities, Inc. 0.18% Add +10.9% 34,063 $2.8M
Coastal Bridge Advisors, LLC 0.20% Add +11.7% 33,955 $2.8M
Talon Private Wealth, LLC 0.37% — 33,895 $2.8M
Huntington National Bank 0.02% New 33,624 $2.8M
AE Wealth Management LLC 0.01% Add +88.5% 33,574 $2.8M
Seven Mile Advisory 2.00% Add +12.9% 33,507 $2.8M
Seamount Financial Group Inc. 1.25% Add +6.7% 33,503 $2.8M
Pictet North America Advisors SA 0.27% Reduce -47.2% 33,400 $2.8M
Friedenthal Financial 1.39% Add +3.9% 33,359 $2.8M
Staley Capital Advisers Inc. 0.12% Add +13.6% 32,890 $2.7M
Regal Investment Advisors LLC 0.16% Add +0.2% 32,419 $2.7M
Mosaic Family Wealth Partners, LLC 0.27% Reduce -7.7% 32,364 $2.7M
Mitchell McLeod Pugh & Williams Inc. 0.39% Add +19.4% 32,272 $2.7M
Trivium Point Advisory, LLC 0.48% Reduce -58.8% 32,269 $2.7M
CIBC Bancorp USA Inc. 0.00% — 32,024 $2.6M
Nottingham Advisors, Inc. 0.34% No change 31,670 $2.6M
Stone Loft Wealth Management LLC 1.87% Add +102.6% 31,664 $2.6M
Advisory Services Network, LLC 0.03% Add +2.8% 31,598 $2.6M
Gilbert Capital Group, Inc. 2.02% Reduce -4.1% 31,574 $2.6M
Transcendent Capital Group LLC 1.18% Add +0.0% 31,282 $2.6M
Pettyjohn, Wood & White, Inc. 0.41% Add +9.4% 31,099 $2.6M
Addis & Hill, Inc 1.54% Add +1.4% 30,508 $2.5M
Retirement Systems of Alabama 0.01% New 29,820 $2.5M
Stratos Wealth Advisors, LLC 0.15% Reduce -11.5% 29,621 $2.5M
TriaGen Wealth Management LLC 0.67% Add +9.3% 29,621 $2.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.0% 29,535 $2.4M
Van Diest Capital, LLC 1.91% Add +146.2% 29,373 $2.4M
SC&H Financial Advisors, Inc. 0.36% Reduce -0.4% 28,844 $2.4M
Ascent Wealth Partners, LLC 0.28% Add +9.6% 28,760 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Add +2.5% 28,734 $2.4M
Betterment LLC 0.00% Reduce -5.6% 28,661 $2.4M
RoundAngle Advisors LLC 1.76% Add +6.2% 28,497 $2.4M
Ironwood Investment Counsel, LLC 0.34% Add +1.3% 28,360 $2.3M
Oakmont Advisory Group, LLC 2.38% Add +3.0% 28,250 $2.3M
Sanders Morris Harris LLC 0.38% New 28,069 $2.3M
Topel & Distasi Wealth Management, LLC 1.20% Add +4.7% 27,975 $2.3M
Virtue Capital Management, LLC 0.35% Reduce -6.0% 28,060 $2.3M
RMR Capital Management, LLC 1.66% Reduce -0.2% 27,700 $2.3M
Greenwich Wealth Management LLC 0.09% Reduce -4.5% 27,697 $2.3M
Horizon Financial Services, LLC 1.01% Add +31.0% 27,622 $2.3M
Morris Financial Concepts, Inc. 0.77% Add +13.6% 27,343 $2.3M
Life Planning Partners, Inc 1.72% Reduce -2.0% 27,248 $2.3M
First Foundation Advisors 0.09% Add +29.1% 26,890 $2.2M
Tme Financial, Inc. 1.52% Reduce -16.6% 26,585 $2.2M
Prosperity Advisers, LLC 1.83% Add +1.6% 26,583 $2.2M
My Portfolio Guide, LLC 1.22% — 26,544 $2.2M
Reicon Wealth Advisors, LLC 1.66% Reduce -31.4% 26,187 $2.2M
CVA Family Office, LLC 0.23% Reduce -9.3% 26,147 $2.2M
US Bancorp \de 0.00% Reduce -14.2% 26,059 $2.2M
Vicus Capital 0.16% Add +7.0% 26,051 $2.2M
Clarity Wealth Development LLC 1.76% Add +2.6% 25,984 $2.2M
Riverbend Wealth Management, LLC 1.33% Add +4.4% 25,863 $2.1M
James Investment Research, Inc. 0.24% Reduce -0.1% 25,753 $2.1M
Pekin Hardy Strauss, Inc. 0.22% Add +32.0% 25,726 $2.1M
Ramiah Investment Group 1.84% Add +0.5% 25,390 $2.1M
SouthState Bank Corp 0.10% Add +88.1% 25,164 $2.1M
Rockbridge Investment Management, LCC 0.19% Reduce -4.6% 25,140 $2.1M
Redhawk Wealth Advisors, Inc. 0.23% Reduce -34.5% 25,104 $2.1M
Midwest Trust Co 0.03% Add +4.5% 24,929 $2.1M
True Link Financial Advisors, LLC 0.13% Reduce -26.6% 24,892 $2.1M
StoneX Group Inc. 0.11% Add +62.9% 24,756 $2.0M
Center For Asset Management LLC 1.02% Add +6.3% 24,734 $2.0M
Sincerus Advisory, LLC 1.55% Add +0.5% 24,673 $2.0M
Arkadios Wealth Advisors 0.03% Add +12.0% 24,518 $2.0M
Cascade Financial Partners, LLC 0.21% Reduce -19.2% 24,506 $2.0M
Signature Estate & Investment Advisors LLC 0.04% Reduce -1.2% 24,429 $2.0M
PFG Investments, LLC 0.09% Add +21.1% 24,310 $2.0M
Estate Counselors, LLC 0.18% Add +36.0% 24,186 $2.0M
Chesapeake Capital Corp. 1.44% Add +77.1% 24,183 $2.0M
Bcwm, LLC 0.57% Add +1.6% 24,118 $2.0M
Cornerstone Financial Management LLC 1.82% Add +10.5% 24,002 $2.0M
Disciplined Investments, LLC 0.71% Add +5.4% 23,981 $2.0M
Hobbs Group Advisors, LLC 0.59% No change 23,947 $2.0M
Towne Trust Company, N.A 0.64% Add +24.6% 23,878 $2.0M
CreativeOne Wealth, LLC 0.05% Reduce -0.9% 23,802 $2.0M
Mengis Capital Management, Inc. 0.34% Add +11.0% 23,674 $2.0M
Twin Focus Capital Partners, LLC 0.22% No change 23,544 $1.9M
Bigelow Investment Advisors, LLC 0.78% Add +11.9% 23,491 $1.9M
North Forty Two & Co. 1.78% Reduce -2.7% 23,317 $1.9M
Cassady Wealth & Retirement Planning, LLC 1.00% Add +69.9% 23,267 $1.9M
Leeward Financial Partners, LLC 0.57% Reduce -1.9% 23,219 $1.9M
Alesco Advisors, LLC, An ESL Co 0.05% Add +28.2% 23,160 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Add +7.5% 23,117 $1.9M
BridgePort Financial Solutions, LLC 0.54% Add +9.6% 23,039 $1.9M
NBT Bank, N.A. 0.12% Add +1.6% 22,894 $1.9M
Cardiff Park Advisors, LLC 0.15% Add +0.8% 22,865 $1.9M
Wedmont Private Capital 0.06% Add +3.6% 22,780 $1.9M
Sandro Wealth Management LLC 1.51% Reduce -5.2% 22,840 $1.9M
Alerus Financial NA 0.09% Reduce -42.9% 22,700 $1.9M
Protective Life Corp. 6.23% New 22,664 $1.9M
Petra Financial Advisors Inc. 1.15% Add +0.9% 22,532 $1.9M
Mayflower Financial Advisors, LLC 0.23% Add +0.1% 22,423 $1.9M
Archvest Wealth Advisors, Inc. 1.19% Add +4.8% 22,364 $1.9M
Edgestream Partners, L.P. 0.06% Reduce -54.7% 22,228 $1.8M
Agate Pass Investment Management, LLC 0.72% Add +11.0% 22,105 $1.8M
Chicago Partners Investment Group LLC 0.04% Reduce -19.2% 21,827 $1.8M
XTX Topco Ltd 0.03% Add +254.5% 21,966 $1.8M
Millennium Management 0.00% Reduce -79.4% 21,780 $1.8M
Bath Savings Trust Co 0.19% Add +4.6% 21,665 $1.8M
Steinberganna Wealth Management 0.85% Reduce -15.8% 21,484 $1.8M
Cambria Investment Management, L.P. 0.10% Add +3.9% 21,533 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -14.6% 21,389 $1.8M
Apollon Financial, LLC 0.24% Add +15.9% 21,160 $1.8M
Insight Inv LLC 0.95% Add +70.1% 21,021 $1.7M
VestGen Advisors, LLC 0.05% New 21,049 $1.7M
Compagnie Lombard Odier SCmA 0.02% Reduce -24.2% 20,836 $1.7M
Lido Advisors, LLC 0.01% Add +42.2% 20,770 $1.7M
Two Sigma Securities, LLC 0.20% Reduce -35.4% 20,601 $1.7M
Global Financial Private Client, LLC 0.56% Reduce -1.5% 20,512 $1.7M
Cibc World Market Inc. 0.00% New 20,443 $1.7M
Leavell Investment Management, Inc. 0.07% Reduce -7.7% 20,126 $1.7M
Novak & Powell Financial Services, Inc. 0.90% Add +3.0% 20,115 $1.7M
Strategic Investment Advisors / MI 0.11% Reduce -7.1% 20,044 $1.7M
Agf Management Ltd. 0.01% Reduce -0.5% 20,000 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.70% Add +6.5% 19,758 $1.6M
Clarity Capital Advisors, LLC 0.76% Add +18.9% 19,661 $1.6M
Gateway Wealth Partners, LLC 0.06% Add +277.0% 19,632 $1.6M
Hobart Private Capital, LLC 0.31% Add +15.7% 19,282 $1.6M
Centaurus Financial, Inc. 0.08% Add +60.3% 19,272 $1.6M
Uncommon Cents Investing LLC 0.36% Add +53.7% 18,923 $1.6M
Anfield Capital Management, LLC 0.43% Add +1774.2% 18,873 $1.6M
EverSource Wealth Advisors, LLC 0.05% Add +20.7% 18,820 $1.6M
One Capital Management, LLC 0.04% Add +36.5% 18,812 $1.6M
Summit Wealth Partners, LLC 0.25% Reduce -1.9% 18,738 $1.6M
Fiduciary Financial Advisors 1.38% — 18,649 $1.5M
North Star Investment Management Corp. 0.09% Add +19.6% 18,588 $1.5M
TBH Global Asset Management, LLC 0.31% New 18,514 $1.5M
Fairview Capital Investment Management, LLC 0.08% Reduce -0.5% 18,444 $1.5M
Smith, Moore & Co. 0.11% Add +15.2% 18,435 $1.5M
Resona Asset Management Co.,Ltd. 0.01% Reduce -50.5% 18,322 $1.5M
Firestone Capital Management 0.31% Reduce -4.3% 18,147 $1.5M
Idaho Trust Co 0.49% Add +9.0% 18,127 $1.5M
Naples Global Advisors, LLC 0.11% Reduce -1.7% 18,082 $1.5M
Lauer Wealth, LLC 1.20% New 17,986 $1.5M
Forum Private Client Group LLC 0.49% Reduce -4.1% 17,802 $1.5M
Cary Street Partners Investment Advisory LLC 0.38% Reduce -2.1% 17,742 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +10.2% 17,739 $1.5M
BAM Wealth Management, LLC 1.09% Reduce -5.3% 17,686 $1.5M
Rinkey Investments 0.37% Add +13.9% 17,569 $1.5M
Odyssey Capital Advisors, Inc. 1.30% Reduce -3.1% 17,566 $1.5M
Patten Group, Inc. 0.25% Reduce -3.7% 17,392 $1.4M
Bellecapital International Ltd. 0.26% Reduce -11.7% 17,321 $1.4M
Tyche Wealth Partners LLC 0.22% Add +3.5% 17,285 $1.4M
Beaird Harris Wealth Management, LLC 0.10% Reduce -5.6% 17,245 $1.4M
Independence Bank of Kentucky 0.18% Add +2.6% 17,230 $1.4M
Balance Wealth Partners LLC 0.44% Add +18.8% 17,223 $1.4M
GEM Asset Management, LLC 0.62% Add +19.3% 16,996 $1.4M
Saranac Partners Ltd 0.61% Add +13.3% 18,940 $1.4M
Ascentis Independent Advisors 0.11% Add +97.1% 16,886 $1.4M
Murphy & Mullick Capital Management Corp 1.03% Reduce -4.0% 16,883 $1.4M
Smith Partners Wealth Management, LLC 1.25% Add +70.2% 16,870 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +1.1% 16,808 $1.4M
Hazlett, Burt & Watson, Inc. 0.43% Add +167.1% 16,621 $1.4M
Pinnacle Associates Ltd. 0.02% Add +0.1% 16,626 $1.4M
Southland Equity Partners LLC 0.27% Add +7.6% 16,606 $1.4M
IPG Investment Advisors LLC 0.23% No change 16,500 $1.4M
Cunning Capital Partners, LP 0.68% No change 16,200 $1.3M
Genesee Capital Advisors, LLC 0.56% Reduce -0.5% 16,160 $1.3M
Moors & Cabot, Inc. 0.06% Add +10.3% 16,064 $1.3M
SevenBridge Financial Group, LLC 0.21% Reduce -5.2% 15,942 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.06% No change 16,028 $1.3M
Richmond Investment Services, LLC 0.21% Add +136.6% 15,883 $1.3M
Iams Wealth Management, LLC 0.46% Add +11.8% 15,829 $1.3M
Northern Lights Advisors, Inc. 0.89% Add +0.4% 15,828 $1.3M
LeConte Wealth Management, LLC 0.84% Add +6.1% 15,691 $1.3M
Tilia Fiduciary Partners, Inc. 0.71% Reduce -2.7% 15,604 $1.3M
Novare Capital Management LLC 0.10% Add +3.6% 15,589 $1.3M
Outlook Wealth Advisors, LLC 0.31% Reduce -4.8% 15,584 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 15,543 $1.3M
Wesbanco Bank Inc. 0.04% Reduce -2.6% 15,532 $1.3M
Smithbridge Asset Management Inc. 0.19% Reduce -64.0% 15,504 $1.3M
Stokes Family Office, LLC 0.13% Reduce -2.1% 15,364 $1.3M
Kingsview Wealth Management, LLC 0.02% Add +11.8% 15,302 $1.3M
Indivisible Partners 0.11% Add +106.5% 15,138 $1.3M
Wealthspire Advisors, LLC 0.01% Add +6.8% 15,111 $1.3M
Argent Trust Co 0.04% Reduce -6.1% 14,998 $1.2M
Pines Wealth Management, LLC 0.40% Add +35.1% 14,963 $1.2M
HighPoint Advisor Group LLC 0.05% Reduce -4.0% 14,848 $1.2M
Cornerstone Wealth Group, LLC 0.08% Reduce -6.0% 14,715 $1.2M
Dearborn Partners LLC 0.07% Reduce -3.8% 14,640 $1.2M
WCG Wealth Advisors LLC 0.03% Reduce -1.0% 14,574 $1.2M
Meitav Investment House Ltd. 0.01% Add +19.7% 14,558 $1.2M
Private Trust Co. NA 0.11% Add +6.4% 14,349 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -85.1% 14,231 $1.2M
WFA of San Diego, LLC 0.94% Add +8.1% 14,074 $1.2M
Noesis Capital Mangement Corp. 0.17% Add +14.5% 14,065 $1.2M
Accretive Wealth Partners, LLC 0.33% Reduce -0.4% 14,038 $1.2M
Manchester Capital Management LLC 0.17% Reduce -19.8% 13,957 $1.2M
First Horizon Corp. 0.05% Add +19.4% 13,913 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -21.8% 13,765 $1.1M
Alteri Wealth LLC 0.37% Reduce -2.7% 13,713 $1.1M
Connecticut Wealth Management, LLC 0.05% New 13,671 $1.1M
Maia Wealth LLC 0.19% Add +2.7% 13,502 $1.1M
Independent Wealth Network Inc. 0.33% Add +0.1% 13,464 $1.1M
Cambridge Financial Group, LLC 0.37% Reduce -30.7% 13,348 $1.1M
Nwam LLC 0.06% Add +3.7% 13,299 $1.1M
Sonata Capital Group Inc. 0.41% Add +0.2% 13,285 $1.1M
Brighton Securities Corp. 0.53% Add +0.4% 13,190 $1.1M
Hilltop Holdings Inc. 0.10% Reduce -28.3% 13,154 $1.1M
Silver Oak Advisory Group, Inc. 0.47% Add +5.8% 13,127 $1.1M
Ehrenkranz Partners L.P. 0.86% Add +0.1% 13,088 $1.1M
Encompass More Asset Management 0.18% New 13,080 $1.1M
Coordinated Financial Services, Inc. 0.63% Reduce -1.2% 13,078 $1.1M
Grandview Asset Management LLC 0.32% Reduce -10.9% 13,035 $1.1M
High Net Worth Advisory Group LLC 0.25% Reduce -2.4% 13,011 $1.1M
Cedar Point Capital Partners, LLC 0.70% Add +3.6% 12,992 $1.1M
Choreo, LLC 0.01% Add +3.8% 12,949 $1.1M
REAP Financial Group, LLC 0.21% Reduce -2.0% 12,921 $1.1M
Providence First Trust Co 0.38% Reduce -1.4% 12,907 $1.1M
Integrity Advisory Solutions, LLC 0.14% Add +102.2% 12,619 $1.0M
Orcam Financial Group 0.74% Reduce -25.5% 12,601 $1.0M
Prospera Capital Management, LLC 0.52% Add +143.8% 12,500 $1.0M
Mark Sheptoff Financial Planning, LLC 0.55% New 12,475 $1.0M
AlTi Global, Inc. 0.02% Reduce -0.9% 12,400 $1.0M
Cooper Financial Group 0.10% Add +3.8% 12,354 $1.0M
Tower Research Capital LLC (TRC) 0.03% Add +3597.9% 12,351 $1.0M
Concord Wealth Partners 0.13% Reduce -1.7% 12,345 $1.0M
Ballast Financial Advisors LLC 1.04% Add +8.8% 12,312 $1.0M
Meridian Financial Advisors, LLC 0.56% Add +1.4% 12,305 $1.0M
Vilga Financial Planning LLC 0.90% Add +3.6% 12,195 $1.0M
Vanguard National Trust Co 0.06% — 12,084 $1000K
Twele Capital Management, Inc. 0.18% Add +1.8% 11,945 $988K
Investment Management Trust, LLC 0.96% — 11,928 $987K
Wedbush Securities Inc. 0.03% Add +132.6% 11,931 $987K
Neumann Capital Management, LLC 0.29% Reduce -0.5% 11,825 $979K
Westshore Wealth, LLC 0.34% Add +30.1% 11,779 $975K
Petersen Hastings Wealth Advisors Inc. 0.09% Add +19.5% 11,771 $974K
Frank, Rimerman Advisors LLC 0.06% No change 11,755 $973K
Venture Visionary Partners LLC 0.03% Add +0.2% 11,752 $973K
Tennessee Valley Asset Management Partners 0.13% Add +25.3% 11,739 $971K
Silverlake Wealth Management LLC 0.20% New 11,683 $967K
Laurel Oak Wealth Management, LLC 0.16% Reduce -14.8% 11,671 $966K
Trustmark Bank Trust Department 0.06% Reduce -0.6% 11,629 $962K
B. Riley Wealth Advisors, Inc. 0.06% Reduce -1.8% 11,609 $955K
Strive Financial Group ,LLC 0.51% Add +3.0% 11,516 $953K
FC Advisory LLC 0.28% Add +1.7% 11,507 $952K
GWN Securities Inc. 0.18% Add +152.7% 11,474 $949K
Olde Wealth Management, LLC 0.30% No change 11,366 $940K
Transamerica Financial Advisors, LLC 0.08% Reduce -3.2% 11,242 $930K
Defined Wealth Management, LLC 0.54% Add +3.1% 11,204 $927K
WJ Financial Advisors LLC 0.74% Add +1.0% 11,066 $916K
Spire Wealth Management 0.03% Reduce -1.4% 11,050 $914K
Duncker Streett & Co. Inc. 0.17% Add +31.4% 10,935 $905K
Shelter Mutual Insurance Co 0.20% No change 10,917 $903K
Houlihan Financial Resource Group, Ltd. 0.35% Add +0.0% 10,878 $900K
Portfolio Resources Advisor Group, Inc. 0.88% Add +0.8% 10,724 $887K
Compass Ion Advisors, LLC 0.08% Add +5.9% 10,675 $883K
Capital Asset Advisory Services LLC 0.03% Add +4.4% 10,571 $883K
Integral Investment Advisors, Inc. 0.22% No change 10,575 $875K
International Assets Investment Management, LLC 0.06% Reduce -3.1% 10,554 $871K
Smithfield Trust Co 0.04% No change 10,517 $870K
Shum Financial Group, Inc. 0.61% Reduce -1.7% 10,504 $869K
Baker Ellis Asset Management LLC 0.10% Reduce -6.3% 10,500 $869K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -3.5% 10,482 $867K
Avidian Wealth Enterprises, LLC 0.03% Reduce -6.0% 10,462 $866K
Cynosure Group, LLC 0.11% Reduce -56.7% 10,451 $865K
Ausdal Financial Partners, Inc. 0.04% Add +6.0% 10,403 $861K
Snowden Capital Advisors LLC 0.02% Add +3.0% 10,383 $859K
Adventist Health System/ West 0.15% New 10,308 $853K
Round Rock Advisors LLC 0.13% Add +0.1% 10,238 $847K
Mission Wealth Management, LP 0.02% Reduce -7.2% 10,210 $845K
W1M Asset Management Ltd 0.01% Reduce -63.1% 10,161 $841K
Amicus Financial Advisors, LLC 0.23% Reduce -3.0% 9,946 $823K
Zacks Investment Management 0.01% Add +19.7% 9,922 $821K
Kohmann Bosshard Financial Services, LLC 0.08% No change 9,912 $820K
Aprio Wealth Management, LLC 0.04% Add +19.6% 9,904 $820K
National Philanthropic Trust 0.01% No change 9,757 $807K
Brooklyn FI, LLC 0.17% Add +21.9% 9,712 $804K
TOWER TRUST & INVESTMENT Co 0.53% Add +7.0% 9,666 $800K
Fiduciary Trust Co 0.01% Add +36.4% 9,656 $799K
Astoria Portfolio Advisors LLC. 0.17% New 9,600 $798K
MFA Wealth Services 0.53% New 9,638 $798K
Kagan Cocozza Asset Management 0.56% New 9,565 $792K
Great Diamond Partners, LLC 0.15% Add +4.1% 9,500 $786K
RMG Wealth Management LLC 0.09% New 9,475 $784K
Hickory Point Bank & Trust 0.52% No change 9,455 $782K
Howard Financial Services, LTD. 0.09% New 9,447 $782K
Stablepoint Partners, LLC 0.12% Add +25.8% 9,445 $782K
Sweeney & Michel, LLC 0.23% Add +0.8% 9,385 $781K
Retirement Financial Solutions, LLC 0.22% Reduce -41.3% 9,423 $780K
JFS Wealth Advisors, LLC 0.04% No change 9,416 $779K
Seelaus Asset Management LLC 0.56% Add +0.7% 9,374 $776K
Strategic Blueprint, LLC 0.04% Add +51.8% 9,327 $772K
Triumph Capital Management 0.16% Add +10.0% 9,315 $771K
Garde Capital, Inc. 0.05% New 9,299 $769K
Valeo Financial Advisors, LLC 0.02% Add +29.8% 9,138 $756K
Leo Wealth, LLC 0.05% Add +7.5% 9,115 $754K
Trilogy Capital Inc. 0.03% Add +9.6% 9,106 $754K
SRH Advisors, LLC 0.21% Add +16.3% 9,070 $751K
Three Bridge Wealth Advisors, LLC 0.21% Add +0.4% 9,033 $747K
Granite Islands Private Wealth, LLC 0.69% Add +23.4% 9,012 $746K
Quantinno Capital Management LP 0.00% Add +152.8% 8,988 $744K
HB Wealth Management, LLC 0.00% Add +21.8% 8,976 $743K
Independence Asset Advisors, LLC 0.27% Reduce -40.2% 8,943 $740K
BDFS Capital LLC 0.35% Add +9.9% 8,887 $735K
Ieq Capital, LLC 0.00% Add +217.1% 8,873 $734K
Greenline Wealth Management LLC 0.85% Add +109.0% 8,859 $733K
IVC Wealth Advisors LLC 0.32% Reduce -1.0% 8,858 $733K
Planning Directions Inc. 0.37% Add +37.2% 8,773 $726K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.8% 8,736 $723K
TritonPoint Partners, LLC 0.26% New 8,688 $719K
Legacy Private Trust Co. 0.04% No change 8,683 $719K
Arta Finance Wealth Management LLC 0.35% Reduce -0.1% 8,716 $718K
Capstone Capital LLC 0.46% Reduce -1.7% 8,665 $717K
Interactive Financial Advisors, Inc. 0.47% Add +3.4% 8,639 $715K
Octavia Wealth Advisors, LLC 0.07% No change 8,614 $713K
Aspire Private Capital, LLC 0.16% Reduce -15.7% 8,586 $711K
Simplicity Wealth,LLC 0.04% Add +14.7% 8,576 $710K
rebel Financial LLC 0.30% Add +11.0% 8,450 $699K
Arax Advisory Partners 0.02% Add +0.8% 8,442 $699K
Falcon Wealth Planning 0.05% Reduce -2.9% 8,436 $698K
Westmount Partners, LLC 0.17% New 8,420 $697K
Carter Financial Group, INC. 0.43% Reduce -3.0% 8,352 $691K
Jacobi Capital Management LLC 0.04% Add +7.7% 8,301 $687K
Mosaic Financial Group, LLC 0.48% Add +0.1% 8,200 $679K
Fullerton Advisors, LLC 0.70% Reduce -1.1% 8,169 $676K
Atlas Capital Advisors Inc. 0.08% New 8,141 $674K
Cordatus Wealth Management LLC 0.16% Reduce -76.5% 8,137 $673K
Aberdeen Group plc 0.00% No change 8,132 $673K
Harmony Asset Management LLC 0.21% Reduce -0.3% 8,118 $672K
Wealthcare Advisory Partners LLC 0.01% Add +5.3% 8,093 $670K
GenTrust, LLC 0.03% Reduce -4.4% 8,025 $664K
MBL Wealth, LLC 0.05% Add +166.7% 8,000 $662K
Werba Rubin Papier Wealth Management 0.09% No change 7,946 $658K
SBI Securities Co., Ltd. 0.02% Add +17.3% 7,935 $657K
Pennington Partners & Co., LLC 0.22% Add +0.7% 7,932 $656K
FourThought Financial Partners, LLC 0.06% No change 7,903 $654K
First United Bank & Trust 0.21% Add +17.6% 7,901 $654K
Compass Advisory Group LLC 0.17% Add +3.6% 7,886 $653K
Integrity Alliance, Llc. 0.02% Reduce -78.7% 7,886 $653K
Joel Isaacson & Co., LLC 0.02% Add +12.1% 7,881 $652K
Ascent Group, LLC 0.02% Reduce -11.7% 7,812 $646K
Vision Capital Management, Inc. 0.08% Reduce -0.8% 7,789 $645K
Perennial Investment Advisors, LLC 0.05% Reduce -1.9% 7,770 $643K
Aua Capital Management, LLC 0.33% Reduce -28.3% 7,765 $643K
Condor Capital Management 0.05% Add +0.2% 7,715 $638K
Savvy Advisors, Inc. 0.02% Add +1.9% 7,702 $637K
Wilmington Savings Fund Society, FSB 0.02% Reduce -4.2% 7,690 $636K
Altfest L J & Co. Inc. 0.07% No change 7,686 $636K
Ancora Advisors LLC 0.01% Add +29.0% 7,665 $634K
Western Wealth Management, LLC 0.02% Reduce -7.2% 7,653 $633K
Keener Financial Planning LLC 0.26% Reduce -2.6% 7,604 $629K
Cascades Capital Asset Management, LLC 0.27% New 7,596 $629K
Key Financial Inc 0.11% Add +22.0% 7,557 $625K
IFS Group,LLC 0.56% — 7,544 $624K
Tradition Wealth Management, LLC 0.04% Reduce -16.0% 7,504 $621K
Sage Financial Group Inc. 0.04% No change 7,471 $618K
Fiduciary Alliance LLC 0.04% Reduce -6.4% 7,399 $617K
Pinnacle Financial Group, LLC / IL 0.17% Add +19.2% 7,403 $613K
Brighton Jones LLC 0.01% New 7,387 $611K
Investment Advisory Group, LLC 0.16% Add +7.9% 7,374 $610K
International Private Wealth Advisors LLC 0.37% Reduce -3.2% 7,354 $609K
Fortune Financial Group, Inc. 0.55% No change 7,323 $606K
Narus Financial Partners, LLC 0.16% Add +5.0% 7,312 $605K
Empower Advisory Group, LLC 0.00% Reduce -0.6% 7,310 $605K
Transcend Capital Advisors, LLC 0.05% Reduce -17.6% 7,198 $596K
Cary Street Partners Financial LLC 0.01% Reduce -18.1% 7,128 $590K
Keystone Financial Group 0.04% Add +2.6% 7,122 $589K
Gould Asset Management LLC 0.10% Add +1.7% 7,073 $585K
RiverGlades Family Offices LLC 0.34% — 7,062 $584K
Palouse Capital Management, Inc. 0.40% Add +13.6% 7,049 $583K
Sage Capital Management, LLC 0.27% Add +0.5% 7,013 $581K
Uptick Partners, LLC 0.12% Add +17.0% 6,990 $578K
Inspire Advisors, LLC 0.05% Add +20.6% 6,983 $578K
Evolution Wealth Advisors, LLC 0.06% No change 6,940 $574K
Legacy Capital Wealth Partners, LLC 0.12% No change 6,883 $570K
Baker Tilly Wealth Management, LLC 0.14% Reduce -0.3% 6,881 $569K
Objectivity Squared, LLC 0.36% Add +8.0% 6,855 $567K
Sound Income Strategies, LLC 0.03% Add +25.8% 6,846 $565K
Kane Investment Management, Inc. 0.29% Reduce -53.1% 6,804 $563K
Compass Capital Corp. /Ma/ 0.20% Add +18.9% 6,771 $560K
Evanson Asset Management, LLC 0.03% Reduce -6.5% 6,753 $559K
Norden Group LLC 0.05% Add +1.2% 6,699 $554K
Plotkin Financial Advisors, LLC 0.28% Add +0.7% 6,645 $550K
Sovereign Financial Group, Inc. 0.10% Reduce -14.0% 6,604 $547K
Valley Wealth Managers, Inc. 0.04% Reduce -0.6% 6,599 $546K
Capital Investment Advisors, LLC 0.01% Add +64.3% 6,587 $545K
Axis Wealth Partners, LLC 0.29% Reduce -0.4% 6,583 $545K
HUB Investment Partners, LLC 0.01% Reduce -15.1% 6,568 $544K
Sapient Capital LLC 0.01% New 6,552 $542K
Advisors Asset Management, Inc. 0.01% Add +69.5% 6,520 $540K
Johnson Financial Group, Inc. 0.02% No change 6,474 $536K
Darrow Company, Inc. 0.24% Add +11.8% 6,441 $533K
Pacifica Partners Inc. 0.18% Reduce -4.5% 6,409 $530K
Mullaney, Keating & Wright, Inc. 0.29% Add +20.7% 6,402 $530K
Clark Asset Management, LLC 0.05% Reduce -0.3% 6,400 $530K
Wellspring Financial Advisors, LLC 0.04% Add +66.6% 6,374 $527K
WealthCollab, LLC 0.22% Reduce -1.5% 6,366 $527K
Meriwether Wealth & Planning, LLC 0.29% Add +17.6% 6,361 $526K
Hunter Associates Investment Management LLC 0.07% New 6,364 $526K
Moller Wealth Partners 0.10% Add +0.6% 6,350 $525K
Lake Street Private Wealth, LLC 0.07% Add +1.0% 6,342 $525K
Security Financial Services, INC. 0.08% Add +6.6% 6,330 $524K
Modern Wealth Management, LLC 0.01% Reduce -0.9% 6,327 $522K
Steffes Financial, Ltd. 0.28% New 6,308 $522K
Caitlin John, LLC 0.31% Add +2.1% 6,292 $521K
Private Capital Management, LLC 0.05% Add +0.5% 6,247 $517K
Founders Financial Securities LLC 0.03% Add +14.2% 6,213 $516K
L.K. Benson & Company, P.C. 0.17% Add +100.6% 6,166 $510K
Brown Advisory Inc. 0.00% Add +0.7% 6,148 $509K
Walkner Condon Financial Advisors LLC 0.07% No change 6,140 $508K
Ibex Wealth Advisors 0.05% New 6,054 $501K
Long Island Wealth Management, Inc. 0.23% Reduce -18.5% 6,048 $500K
Davis R M Inc. 0.01% Add +11.7% 6,000 $497K
Advisor Resource Council 0.19% Reduce -9.0% 5,954 $493K
Livet Wealth, LLC 0.31% New 5,939 $491K
Garden State Investment Advisory Services LLC 0.12% Add +0.1% 5,929 $491K
Sage Investment Counsel LLC 0.54% Add +9.7% 5,920 $490K
Kovack Advisors, Inc. 0.03% Reduce -5.6% 5,928 $489K
Stableford Capital II LLC 0.18% Add +16.5% 5,887 $487K
Rockwood Wealth Management, LLC 0.03% Add +12.3% 5,856 $485K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -1.5% 5,836 $483K
EFG International AG 0.01% Reduce -18.7% 5,794 $479K
Wealth Effects LLC 0.17% Add +1.8% 5,721 $473K
Northstar Financial Companies, Inc. 0.38% Add +66.6% 5,707 $472K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +706.4% 5,701 $472K
Capital Investment Management, Inc. 0.16% Add +3.6% 5,700 $472K
Stevens Capital Partners 0.11% Add +34.3% 5,676 $470K
Scott Capital Advisors, LLC 0.09% New 5,633 $467K
Axos Invest Inc. 0.35% Reduce -29.6% 5,592 $463K
Alvarez & Marsal Private Wealth Partners, LLC 0.06% No change 5,586 $462K
Howard Wealth Management, LLC 0.19% Add +19.6% 5,572 $461K
Balefire, LLC 0.09% Add +18.7% 5,541 $459K
Nicholas Wealth, LLC. 0.32% New 5,535 $458K
Strategic Financial Concepts, LLC 0.11% New 5,528 $457K
Cahaba Wealth Management, Inc. 0.03% Add +68.2% 5,510 $456K
Oxinas Partners, LLC 0.21% Add +4.9% 5,494 $455K
Archer Investment Management, LLC 0.19% New 5,478 $453K
Future Financial Wealth Managment LLC 0.29% No change 5,394 $450K
Argus Investors' Counsel, Inc. 0.40% Reduce -20.6% 5,406 $447K
Schmidt P J Investment Management Inc. 0.08% No change 5,400 $447K
Financial Network Wealth Advisors LLC 0.45% Add +7.2% 5,315 $440K
American Trust 0.04% Reduce -3.1% 5,296 $438K
Mesirow Financial Investment Management, Inc. 0.01% New 5,263 $435K
Freestone Capital Holdings, LLC 0.01% Reduce -16.3% 5,241 $434K
Culbertson A N & Co. Inc. 0.06% No change 5,230 $433K
RFG Advisory, LLC 0.01% Add +106.7% 5,216 $432K
Community Financial Services Group, LLC 0.08% Add +6.2% 5,206 $430K
Fourth Dimension Wealth, LLC 0.16% Reduce -8.2% 5,185 $429K
Centennial Bank 0.15% Add +6.2% 5,137 $425K
TFB Advisors LLC 0.22% Reduce -40.1% 5,135 $425K
Sawyer & Company, Inc 0.16% Add +0.8% 5,129 $424K
Occidental Asset Management, LLC 0.05% Reduce -23.2% 5,106 $423K
Gryphon Financial Partners LLC 0.04% Add +41.2% 5,057 $418K
Nisa Investment Advisors, LLC 0.00% Reduce -38.6% 5,053 $418K
Atticus Wealth Management, LLC 0.11% Add +0.8% 5,041 $417K
Wiser Advisor Group LLC 0.50% Reduce -1.7% 5,032 $416K
Evolve Private Wealth, LLC 0.02% Reduce -36.6% 5,022 $416K
Allie Family Office LLC 0.18% Reduce -3.0% 5,050 $414K
Bedel Financial Consulting, Inc. 0.05% Add +9.9% 4,978 $412K
Obermeyer Wealth Partners 0.02% No change 4,966 $411K
Merkkuri Wealth Advisors LLC 0.27% Add +0.8% 4,938 $409K
Disciplined Investors, L.L.C. 0.24% Add +0.2% 4,918 $407K
Arwa LLC 0.20% Reduce -5.7% 4,862 $404K
Zhang Financial LLC 0.01% Add +6.0% 4,870 $403K
Coastline Trust Co 0.04% Add +29.8% 4,847 $401K
Raab & Moskowitz Asset Management LLC 0.09% Add +35.7% 4,832 $400K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -12.8% 4,802 $397K
Maseco LLP 0.01% Add +5.6% 4,732 $392K
Gallagher Fiduciary Advisors, LLC 0.02% Add +12.6% 4,727 $391K
Eastern Bank 0.01% Add +144.2% 4,673 $387K
Genesis Financial Group, LLC 0.26% Add +1.1% 4,655 $385K
Paragon Capital Management Ltd 0.08% New 4,654 $385K
Sightline Wealth Advisors, LLC 0.16% Add +19.2% 4,636 $384K
Summit Global Investments 0.02% Add +0.4% 4,625 $383K
Blue Water Asset Management 0.13% Add +0.7% 4,598 $380K
LeClair Wealth Partners LLC 0.13% New 4,598 $380K
FF Advisors,LLC 0.15% New 4,526 $376K
Dynamic Wealth Strategies, LLC 0.22% Add +0.1% 4,523 $374K
Mason Investment Advisory Services, Inc. 0.02% Add +0.6% 4,517 $374K
Warwick Investment Management, Inc. 0.05% Reduce -0.8% 4,505 $373K
Praetorian Wealth Management, Inc. 0.07% Reduce -12.2% 4,479 $372K
Conservest Capital Advisors, Inc. 0.03% Add +87.7% 4,485 $371K
Nestegg Advisors, Inc. 0.33% Reduce -13.1% 4,482 $371K
Laraway Financial Advisors Inc 0.26% Add +0.7% 4,467 $370K
TRB Wealth Management, LLC 0.05% — 4,467 $370K
Focus Financial Network, Inc. 0.01% Add +2.4% 4,451 $368K
Ameliora Wealth Management Ltd. 0.12% No change 4,450 $368K
Godfrey Financial Associates, Inc. 0.31% Add +0.7% 4,421 $366K
Asset Dedication, LLC 0.03% Add +16830.8% 4,402 $364K
Greenwood Capital Associates LLC 0.04% No change 4,386 $363K
First Merchants Corp. 0.01% No change 4,375 $362K
Pinkerton Wealth, LLC 0.03% No change 4,318 $362K
Lynx Investment Advisory 0.17% New 4,370 $362K
Tempus Wealth Planning, LLC 0.08% Add +14.7% 4,369 $362K
Hayek Kallen Investment Management 0.12% New 4,354 $360K
Capstone Wealth Management Group, LLC 0.15% New 4,337 $359K
Sonoma Allocations LLC 0.12% Reduce -18.1% 4,334 $359K
Valpey Financial Services, LLC 0.23% Add +0.8% 4,312 $357K
Bluedoor Private Wealth, LLC 0.16% Add +3.1% 4,290 $355K
UMB Bank, n.a. 0.00% Add +2.7% 4,280 $354K
Geneos Wealth Management Inc. 0.01% Reduce -4.8% 4,266 $353K
Sanchez Gaunt Capital Management, LLC 0.22% — 4,249 $352K
BCS Wealth Management 0.07% Reduce -49.5% 4,177 $346K
Greenleaf Trust 0.00% Reduce -3.5% 4,175 $345K
Hegarty Advisors, LLC 0.27% Reduce -2.4% 4,163 $345K
Macro Advisors, Inc. 0.14% — 4,158 $344K
SteelPeak Wealth, LLC 0.01% Add +37.9% 4,146 $343K
TD Capital Management LLC 0.03% No change 4,100 $339K
Vaughan Nelson Investment Management, L.P. 0.00% Add +10.4% 4,090 $338K
Tounjian Advisory Partners, LLC 0.12% New 4,084 $338K
Enhancing Capital LLC 0.25% Add +0.1% 4,083 $338K
Grey Fox Wealth Advisors, LLC 0.06% Add +0.7% 4,064 $336K
Retiremitten Financial LLC 0.16% — 4,063 $336K
Ceeto Capital Group, LLC 0.10% No change 4,000 $331K
Orleans Capital Management Corp. 0.22% No change 3,982 $330K
Silver Oak Securities, Incorporated 0.02% Add +3.5% 3,964 $328K
Compass Financial Group, INC 0.05% Reduce -12.2% 3,944 $326K
Total Wealth Planning & Management, Inc. 0.26% New 3,935 $326K
Beaumont Financial Advisors, LLC 0.02% Reduce -4.3% 3,935 $326K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 3,928 $325K
Allen Capital Group, LLC 0.03% Add +37.8% 3,919 $324K
Diversify Advisory Services, LLC 0.05% Reduce -89.9% 3,899 $322K
Eaton-Cambridge Inc. 0.10% Add +3.7% 3,874 $321K
17 Capital Partners, LLC 0.16% Add +18.3% 3,849 $319K
Marble Wealth, LLC 0.06% Add +7.6% 3,848 $318K
Forum Finance Group S.A. 0.17% — 4,811 $318K
GeoWealth Management, LLC 0.01% Add +26.9% 3,840 $318K
Chapin Davis, Inc. 0.07% Add +2.3% 3,839 $318K
Portland Financial Advisors Inc 0.66% New 3,837 $318K
Dorsey & Whitney Trust CO LLC 0.02% New 3,835 $317K
HC Advisors, LLC 0.21% No change 3,828 $317K
Total Clarity Wealth Management, Inc. 0.07% Add +14.6% 3,789 $314K
Grove Bank & Trust 0.04% No change 3,789 $314K
Wallace Advisory Group, LLC 0.33% Reduce -6.3% 3,768 $312K
Hanover Advisors Inc. 0.13% No change 3,751 $310K
Magnolia Capital Advisors LLC 0.06% Reduce -29.3% 3,707 $307K
Iron Gate Global Advisors LLC 0.03% Add +1.4% 3,692 $306K
Mustard Seed Financial, LLC 0.18% No change 3,683 $305K
SmartHarvest Portfolios, LLC 0.13% Add +44.6% 3,675 $304K
Franklin Resources Inc. 0.00% Add +5.8% 3,673 $304K
Main Street Financial Solutions, LLC 0.02% Add +0.3% 3,643 $301K
Peak Retirement Planning, Inc. 0.06% Add +44.0% 3,630 $300K
180 Wealth Advisors, LLC 0.03% Reduce -10.6% 3,620 $300K
Lutz Financial Services LLC 0.02% Reduce -0.3% 3,607 $298K
Valued Retirements, Inc. 0.29% Add +0.2% 3,598 $298K
FSB Premier Wealth Management, Inc. 0.09% Reduce -4.3% 3,597 $298K
Stephens Group Asset Management, LLC 0.02% No change 3,587 $297K
True North Advisors, LLC 0.03% New 3,572 $296K
Capital Management Associates, Inc 0.07% No change 3,568 $295K
Hennion & Walsh Asset Management, Inc. 0.01% Add +1.3% 3,564 $295K
Swmg, LLC 0.08% Reduce -2.4% 3,550 $294K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $291K
Members Trust Co 0.01% Add +32.5% 3,485 $288K
Seaview Investment Managers LLC 0.10% Add +31.4% 3,484 $288K
McAdam, LLC 0.01% Reduce -27.3% 3,479 $288K
Valmark Advisers, Inc. 0.00% New 3,474 $287K
Ti-Trust, Inc. 0.17% No change 3,465 $287K
Nilsine Partners, LLC 0.02% No change 3,436 $285K
Newport Capital Group, LLC 0.17% Add +16.1% 3,446 $285K
Boston Family Office LLC 0.02% No change 3,450 $285K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -0.6% 3,410 $282K
Argentarii, LLC 0.10% New 3,406 $282K
Daymark Wealth Partners, LLC 0.01% Reduce -5.3% 3,404 $282K
Turim 21 Investimentos Ltda. 0.07% Add +551.1% 3,392 $281K
Tempo Wealth, LLC 0.05% Add +14.9% 3,362 $278K
UNIVEST FINANCIAL Corp 0.02% Reduce -35.5% 3,306 $274K
Synergy Asset Management, LLC 0.03% New 3,295 $273K
IRON Financial LLC 0.12% Reduce -2.5% 3,285 $272K
Continuum Advisory, LLC 0.03% Reduce -0.9% 3,279 $271K
Anson Capital, Inc. 0.19% Add +0.8% 3,276 $271K
YANKCOM Partnership 0.11% Reduce -8.1% 3,265 $270K
Azimuth Capital Investment Management LLC 0.01% Reduce -10.9% 3,255 $269K
Citizens Financial Group Inc. 0.00% New 3,238 $268K
MidFirst Bank 0.02% Add +383.1% 3,232 $267K
Berger Financial Group, Inc 0.01% Add +0.4% 3,210 $266K
United Advisor Group, LLC 0.03% New 3,208 $265K
Cozad Asset Management Inc. 0.02% New 3,201 $265K
Brookwood Investment Group LLC 0.03% New 3,187 $264K
BLB&B Advisors, LLC 0.01% New 3,177 $263K
Associated Banc-Corp 0.01% Reduce -32.6% 3,177 $263K
Saxony Capital Management, LLC 0.15% New 3,167 $262K
Cordoba Advisory Partners LLC 0.07% No change 3,163 $262K
Integrity Wealth Partners, LLC 0.24% — 3,160 $261K
Texas Yale Capital Corp. 0.01% Add +0.1% 3,159 $261K
Integrity Wealth Solutions LLC 0.10% Add +0.8% 3,153 $261K
Verisail Partners, LLC 0.10% Reduce -9.3% 3,120 $258K
Objective Capital Management, LLC 0.26% Reduce -17.9% 3,107 $257K
Aegis Wealth Management, Inc. 0.20% Add +3.3% 3,103 $257K
Wealth Dimensions Group, Ltd. 0.05% No change 3,084 $255K
Moneta Group Investment Advisors LLC 0.00% Reduce -25.1% 3,053 $253K
Creekside Partners 0.10% Add +0.7% 3,046 $252K
Andina Capital Management, LLC 0.22% Reduce -50.0% 3,001 $248K
Minot DeBlois Advisors LLC 0.23% Add +3.5% 3,000 $248K
Toth Financial Advisory Corp. 0.03% No change 3,000 $248K
Rossmore Private Capital 0.02% Add +13.2% 2,990 $247K
Performance Wealth Partners, LLC 0.01% Add +4.0% 2,980 $247K
Compound Planning, Inc. 0.01% New 2,979 $247K
Tranquility Partners, LLC 0.09% Add +15.2% 2,976 $246K
Krilogy Financial LLC 0.01% Reduce -64.9% 2,944 $245K
Edgemoor Investment Advisors, Inc. 0.02% New 2,952 $244K
Vanguard Advisers Inc. 0.00% — 2,940 $243K
Earned Wealth Advisors, LLC 0.02% Reduce -29.6% 2,937 $243K
First Hawaiian Bank 0.03% No change 2,932 $243K
Cutler Investment Counsel LLC 0.02% New 2,916 $241K
SeaBridge Investment Advisors LLC 0.04% Reduce -1.5% 2,893 $239K
Founders Financial Alliance, LLC 0.04% New 2,886 $239K
Ninety One North America, Inc. 0.01% New 2,880 $238K
Middleton & Co. Inc. 0.03% No change 2,875 $238K
Fortitude Advisory Group L.L.C. 0.11% Add +15.9% 2,867 $237K
Security National Bank 0.03% Reduce -24.0% 2,850 $236K
Storen Legacy Partners, LLC 0.07% Add +2.7% 2,843 $235K
Sax Wealth Advisors, LLC 0.01% No change 2,797 $234K
Callahan Advisors, LLC 0.02% Reduce -3.4% 2,822 $233K
Baskin Financial Services Inc. 0.02% No change 2,793 $231K
Calder Financial LLC 0.23% Reduce -14.7% 2,785 $230K
NorthLanding Financial Partners, LLC 0.18% Add +0.9% 2,763 $229K
Aspiriant, LLC 0.01% New 2,749 $227K
Cordgrass Capital Advisors, LLC 0.05% Add +68.8% 2,743 $227K
Acorn Financial Advisory Services Inc. 0.03% New 2,732 $226K
Plus Group Wealth Advisors LLC 0.25% No change 2,700 $223K
Boston Trust Walden Corp 0.00% Add +4.7% 2,697 $223K
Split Rock Private Trading & Wealth Management, LLC 0.17% Add +7.0% 2,665 $221K
B.O.S.S. Retirement Advisors, LLC 0.07% New 2,662 $220K
Capital Asset Managemnet, LLC 0.25% Reduce -0.7% 2,657 $220K
SeaCrest Wealth Management, LLC 0.02% Reduce -28.4% 2,652 $219K
Concorde Asset Management, LLC 0.11% Reduce -22.1% 2,647 $219K
PDS Planning, Inc 0.01% New 2,624 $217K
HCR Wealth Advisors 0.02% No change 2,617 $217K
Mendel Capital Management LLC 0.11% — 2,602 $215K
Kanawha Capital Management LLC 0.02% No change 2,595 $215K
Texas Bank & Trust Co 0.08% No change 2,593 $215K
TigerOak Management, L.L.C. 0.07% Add +0.1% 2,582 $214K
Legacy Wealth Partners, LLC 0.05% Reduce -6.2% 2,575 $213K
Valley Forge Investment Consultants Inc. Adv 0.06% Add +0.8% 2,571 $213K
Madrid Wealth Management, LLC 0.16% No change 2,555 $211K
Delta Financial Advisors LLC 0.06% No change 2,550 $211K
Cassaday & Co Wealth Management LLC 0.00% New 2,549 $211K
Sunburst Financial Group, LLC 0.04% Add +4.0% 2,547 $211K
Willis Johnson & Associates, Inc. 0.01% New 2,541 $210K
Range Advisory, LLC 0.04% New 2,520 $209K
Golden Reserve Retirement LLC 0.04% Reduce -28.8% 2,514 $208K
OneAscent Family Office, LLC 0.15% New 2,510 $208K
ProVise Management Group, LLC 0.01% No change 2,509 $208K
Ritholtz Wealth Management 0.00% Add +3.6% 2,501 $207K
Vision Financial Markets LLC 0.20% No change 2,501 $207K
Northside Capital Management, LLC 0.02% No change 2,500 $207K
Victory Financial Group, LLC 0.03% New 2,487 $206K
Destination Wealth Management 0.01% New 2,483 $205K
Sfmg, LLC 0.01% No change 2,480 $205K
Gradient Capital Advisors, LLC 0.05% New 2,477 $205K
TIAA Wealth Investment Management LLC 0.00% — 2,461 $203K
BTG Pactual Asset Management US LLC 0.02% No change 2,444 $202K
WealthShield Partners, LLC 0.02% Reduce -0.6% 2,439 $202K
Patriot Financial Group Insurance Agency, LLC 0.01% New 2,436 $202K
WealthTrust Axiom LLC 0.05% New 2,427 $201K
Guyasuta Investment Advisors Inc. 0.01% New 2,425 $201K
Clearwave Capital, LLC 0.14% Add +0.5% 2,422 $200K
Pinnacle Bancorp, Inc. 0.06% Add +3.3% 2,406 $199K
Bogart Wealth, LLC 0.01% Add +182.5% 2,401 $199K
Twin Peaks Wealth Advisors, LLC 0.05% New 2,338 $193K
Breakwater Investment Management 0.07% Reduce -5.0% 2,155 $178K
N.E.W. Advisory Services LLC 0.01% No change 2,115 $175K
Federation des caisses Desjardins du Quebec 0.00% No change 2,115 $175K
USA Financial Formulas 0.03% New 2,103 $174K
Front Row Advisors LLC 0.06% No change 2,061 $171K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.1% 2,050 $170K
Barrett & Company, Inc. 0.06% Add +0.2% 1,982 $164K
Silicon Valley Capital Partners 0.02% Add +0.8% 1,956 $162K
AlphaCore Capital LLC 0.00% Reduce -0.1% 1,917 $159K
Urban Financial Advisory Corp 0.06% Reduce -6.0% 1,889 $156K
Synergy Investment Management, LLC 0.05% New 1,884 $156K
Clearstead Advisors, LLC 0.00% Reduce -23.0% 1,869 $155K
Powell Investment Advisors, LLC 0.05% No change 1,820 $151K
KM Capital Management Ltd. 0.10% New 1,795 $148K
Robinswood Financial LLC 0.05% Add +67.9% 1,781 $147K
Graney & King, LLC 0.08% Add +0.2% 1,773 $147K
Smartleaf Asset Management LLC 0.01% Add +1250.8% 1,756 $145K
AdvisorNet Financial, Inc 0.01% Add +23.4% 1,743 $144K
Chung Wu Investment Group, LLC 0.12% No change 1,743 $144K
DHJJ Financial Advisors, Ltd. 0.05% Reduce -20.7% 1,692 $140K
JNBA Financial Advisors 0.01% No change 1,616 $134K
Investors Research Corp 0.03% No change 1,597 $132K
Hills Bank & Trust Co 0.01% Reduce -7.0% 1,574 $130K
Tompkins Financial Corp. 0.01% Add +531.7% 1,573 $130K
Strategic Wealth Partners, Ltd. 0.01% No change 1,448 $120K
LFA - Lugano Financial Advisors SA 0.06% No change 1,441 $118K
Archer Investment Corp 0.03% Add +9.1% 1,420 $118K
Armstrong Advisory Group, Inc. 0.01% Reduce -43.7% 1,382 $114K
Capital Investment Advisory Services, LLC 0.01% Reduce -1.7% 1,375 $114K
Kilter Group LLC 0.05% Add +630.5% 1,366 $113K
GHP Investment Advisors, Inc. 0.00% New 1,341 $111K
CoreCap Advisors, LLC 0.00% Reduce -47.4% 1,314 $109K
S.A. Mason LLC 0.04% No change 1,310 $108K
Tsfg, LLC 0.02% Reduce -3.4% 1,298 $107K
Signature Equity Partners, LLC 0.06% Add +619.8% 1,274 $105K
Evolution Wealth Management Inc. 0.07% No change 1,222 $101K
Cullen/Frost Bankers, Inc. 0.00% Add +19.6% 1,216 $101K
Mb, Levis & Associates, LLC 0.04% No change 1,189 $98K
Fairscale Capital, LLC 0.07% No change 1,184 $98K
Glen Eagle Advisors, LLC 0.01% Add +89.2% 1,173 $97K
Glassman Wealth Services 0.01% New 1,143 $95K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,132 $93K
Bernard Wealth Management Corp. 0.04% No change 1,004 $83K
Rothschild Investment LLC 0.00% Reduce -9.4% 897 $74K
Cherry Tree Wealth Management, LLC 0.02% Add +223.3% 873 $72K
Vermillion Wealth Management, Inc. 0.03% Reduce -1.5% 844 $70K
Consultiva Wealth Management, Corp. 0.20% No change 832 $69K
Smallwood Wealth Investment Management, LLC 0.04% No change 822 $68K
Pillar Financial Advisors, LLC 0.04% Reduce -42.5% 805 $67K
Bokf, NA 0.00% Reduce -29.2% 798 $66K
Proffitt & Goodson Inc. 0.01% Add +15.3% 752 $62K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.3% 732 $61K
Keating Financial Advisory Services, Inc. 0.01% Reduce -28.2% 726 $60K
Vision Retirement, LLC 0.02% Add +20.0% 689 $57K
Wells Financial Advisors INC 0.26% Reduce -48.9% 680 $56K
Orion Capital Management LLC 0.02% No change 677 $56K
Delta Asset Management LLC 0.00% No change 649 $54K
MCF Advisors LLC 0.00% Reduce -16.4% 630 $52K
Capital Advisors, Ltd. LLC 0.01% Add +151.2% 633 $52K
Larson Financial Group LLC 0.00% Add +0.2% 628 $52K
Trust Co 0.00% Add +0.3% 624 $52K
Chapman Financial Group, LLC 0.04% Add +39.1% 622 $51K
Tidemark, LLC 0.01% Add +266.7% 605 $50K
Chilton Capital Management LLC 0.00% Reduce -14.6% 587 $49K
Hilton Head Capital Partners, LLC 0.03% No change 572 $47K
Caldwell Trust Co 0.00% Add +88.8% 572 $47K
Elevated Capital Advisors, LLC 0.01% Reduce -16.7% 553 $46K
McIlrath & Eck, LLC 0.00% Add +0.4% 553 $46K
Richardson Financial Services Inc. 0.03% Reduce -24.6% 536 $44K
Hurley Capital, LLC 0.02% New 527 $44K
Hara Capital LLC 0.02% New 525 $43K
Trust Co. of Toledo NA 0.00% Add +110.0% 525 $43K
Opal Wealth Advisors, LLC 0.01% New 517 $43K
Root Financial Partners, LLC 0.00% Add +17.4% 514 $43K
Westfuller Advisors, LLC 0.02% Reduce -9.8% 505 $42K
Gilpin Wealth Management, LLC 0.03% No change 500 $41K
Colonial Trust Advisors 0.00% No change 497 $41K
Hantz Financial Services, Inc. 0.00% Reduce -61.2% 470 $39K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $39K
Strategic Advisory Partners, LLC 0.03% New 455 $38K
Salem Investment Counselors Inc. 0.00% New 454 $38K
Brown Brothers Harriman & Co. 0.00% Add +29.7% 450 $37K
Signaturefd, LLC 0.00% Reduce -18.0% 447 $37K
Tradewinds Capital Management, LLC 0.01% Add +502.7% 440 $36K
Allianz SE 0.00% No change 430 $36K
Bayban 0.03% No change 429 $36K
Greykasell Wealth Strategies, Inc. 0.01% Add +87.2% 423 $35K
United Financial Planning Group LLC 0.02% Reduce -11.6% 410 $34K
Highline Wealth Partners LLC 0.01% No change 392 $32K
Anchor Investment Management, LLC 0.00% Add +6.8% 392 $32K
High Note Wealth, LLC 0.01% New 372 $31K
Richards, Merrill & Peterson, Inc. 0.01% Add +0.6% 363 $30K
Monetary Solutions, Ltd 0.03% No change 360 $30K
SJS Investment Consulting Inc. 0.00% Reduce -21.1% 358 $30K
HHM Wealth Advisors, LLC 0.00% New 355 $29K
Sachetta, LLC 0.02% Reduce -12.5% 350 $29K
2UniFi Bank 0.01% Add +54.3% 341 $28K
Southern Michigan Bank & Trust 0.01% — 330 $27K
Silver Grove Financial Group, Inc. 0.02% New 316 $26K
Colonial Trust Co / SC 0.00% Reduce -29.7% 300 $25K
Golden State Wealth Management, LLC 0.00% Reduce -73.6% 297 $25K
Register Financial Advisors LLC 0.01% Add +36.0% 291 $24K
First Community Trust NA 0.02% New 283 $23K
Brown, Lisle/Cummings, Inc. 0.01% New 278 $23K
Piscataqua Savings Bank 0.02% No change 269 $22K
Indiana Trust & Investment Management Co 0.01% No change 260 $22K
Nvwm, LLC 0.00% Reduce -19.2% 252 $21K
Rachor Investment Advisory Services, LLC 0.01% No change 246 $20K
POM Investment Strategies, LLC 0.02% Reduce -15.6% 239 $20K
Cambient Family Office, LLC 0.00% No change 226 $19K
Evermay Wealth Management LLC 0.00% New 226 $19K
Woodard & Co. Asset Management Group Inc. 0.00% No change 225 $19K
Costello Asset Management, INC 0.01% No change 224 $19K
Raelipskie Partnership 0.01% No change 215 $18K
Fiduciary Advisors, Inc. 0.01% No change 214 $18K
Dunhill Financial, LLC 0.00% New 209 $17K
HM Payson & Co. 0.00% No change 206 $17K
Clarity Asset Management, Inc. 0.01% Add +1.0% 201 $17K
Cornerstone Planning Group LLC 0.00% Reduce -87.1% 200 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 196 $16K
EPG Wealth Management LLC 0.00% No change 194 $16K
Go Invest LLC 0.00% Add +1.1% 181 $15K
Delos Wealth Advisors, LLC 0.01% No change 180 $15K
Steph & Co. 0.00% No change 177 $15K
Nova Wealth Management, Inc. 0.01% New 175 $14K
McGuire Capital Advisors Inc. 0.01% Add +4.8% 175 $14K
Cranbrook Wealth Management, LLC 0.00% No change 174 $14K
Hoese & Co LLP 0.01% No change 158 $13K
Sunbelt Securities, Inc. 0.00% Add +0.7% 155 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
American National Bank & Trust 0.00% Reduce -85.0% 142 $12K
Parkside Financial Bank & Trust 0.00% No change 136 $11K
GAMMA Investing LLC 0.00% Add +79.7% 133 $11K
Strategic Wealth Advisors LLC 0.01% No change 138 $11K
Center for Financial Planning, Inc. 0.00% Reduce -4.3% 132 $11K
Wilkerson Advisory Group LLC 0.00% Add +51.7% 132 $11K
Lodestone Wealth Management LLC 0.00% No change 130 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Ascentis Wealth Management, LLC 0.00% No change 123 $10K
Albion Financial Group 0.00% Add +110.3% 122 $10K
Innovative Asset Advisors Group, LLC 0.01% — 121 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Aventura Private Wealth, LLC 0.00% No change 115 $10K
Tucker Asset Management LLC 0.00% Reduce -15.0% 108 $9K
Darwin Wealth Management, LLC 0.00% Add +0.0% 107 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Legacy Wealth Managment, LLC 0.00% Add +37.7% 106 $9K
Strategic Investment Solutions, Inc. 0.00% Add +0.9% 106 $9K
Beacon Investment Advisory Services, Inc. 0.00% New 104 $9K
Reyes Financial Architecture, Inc. 0.01% Reduce -52.4% 100 $8K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
Roble, Belko & Company, Inc 0.00% No change 100 $8K
Scarborough Advisors, LLC 0.00% Reduce -13.6% 95 $8K
Curio Wealth, LLC 0.00% Add +50.8% 92 $8K
Westend Capital Management, LLC 0.00% No change 81 $7K
Truvestments Capital LLC 0.00% New 80 $7K
SIMA Wealth Partners, LLC 0.00% No change 75 $6K
KERR FINANCIAL PLANNING Corp 0.00% New 73 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 71 $6K
Purpose Unlimited Inc. 0.00% No change 60 $5K
Bullock Wealth Management Group 0.00% New 57 $5K
Key Capital Management, INC 0.00% Add +93.1% 56 $5K
Red Tortoise LLC 0.00% No change 56 $5K
SYM FINANCIAL Corp 0.00% New 52 $4K
Riverview Trust Co 0.01% New 49 $4K
Millstone Evans Group, LLC 0.00% No change 48 $4K
PlanVest Financial, Inc 0.00% — 46 $4K
Walsh & Associates, LLC 0.00% New 43 $4K
Lloyd Advisory Services, LLC. 0.00% New 43 $4K
Kingdom Financial Group LLC. 0.00% Add +43.3% 43 $4K
Measured Wealth Private Client Group, LLC 0.00% No change 42 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
MPWM Advisory Solutions, LLC 0.00% Reduce -62.4% 38 $3K
Bell Investment Advisors, Inc 0.00% No change 36 $3K
Networth Advisors, LLC 0.00% No change 36 $3K
Bangor Savings Bank 0.00% Reduce -66.3% 32 $3K
Salomon & Ludwin, LLC 0.00% No change 30 $2K
Eukles Asset Management 0.00% Reduce -97.5% 28 $2K
Valley National Advisers Inc. 0.00% No change 36 $2K
Destiny Wealth Partners, LLC 0.00% New 24 $2K
New Republic Capital, LLC 0.00% Reduce -99.7% 23 $2K
GS Investments, Inc. 0.00% New 22 $2K
Medallion Wealth Advisors, LLC 0.00% No change 22 $2K
NFSG Corp 0.00% No change 14 $1K
Barclays PLC 0.00% Reduce -99.8% 10 $828
Align Financial, LLC 0.00% Reduce -98.8% 5 $414
Abound Wealth Management 0.00% New 5 $414
Meramec Financial Planners, LLC 0.00% Reduce -97.6% 3 $251
Global Wealth Strategies & Associates 0.00% Reduce -82.3% 3 $248
Russell Investments Group, Ltd. 0.00% New 1 $90
Bear Mountain Capital, Inc. 0.00% No change 1 $84

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