Vanguard Int-Term CorporateVCITETF

13F holders, Q2 2026 (June 30)
1,365holders −5
86new positions
90sold out
5famous investors
$82.66avg. 13F price*

At the end of Q2 2026, 1,365 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, down 5 from Q1 2026. 86 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($10.0B), Fisher Asset Management ($7.9B) and JPMorgan Chase & Co. ($4.7B). 5 famous investors held it, including Ken Fisher (2.4% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions86$451.7M
Exits90$472.1M

All 13F filers, Q1 2026 → Q2 2026: 43,930,390 shares bought and 38,122,649 shares sold, net +5,807,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,365 holders

Bank of America Corp. 0.64% Add +1.9% 120,653,396 $10.0B
Fisher Asset Management 2.36% Add +7.3% 95,703,099 $7.9B
JPMorgan Chase & Co. 0.28% Add +7.4% 56,889,419 $4.7B
Creative Planning 1.35% Add +3.0% 27,848,061 $2.3B
Morgan Stanley 0.10% Reduce -7.5% 23,252,432 $1.9B
Royal Bank of Canada 0.20% Add +6.0% 13,968,104 $1.2B
LPL Financial LLC 0.22% Add +4.5% 11,734,683 $969.9M
Wells Fargo & Company 0.16% Add +3.0% 11,184,832 $924.4M
Envestnet Asset Management Inc. 0.18% Reduce -15.5% 9,434,239 $779.7M
Ameriprise Financial Inc. 0.15% Reduce -23.3% 8,831,122 $737.9M
Goldman Sachs Group Inc. 0.07% Add +4.0% 8,140,228 $672.8M
Nepc LLC 11.44% Add +16.1% 7,419,110 $613.2M
Baird Financial Group, Inc. 0.84% Add +10.4% 7,359,239 $608.2M
Wealthfront Advisers LLC 0.94% Reduce -12.5% 5,914,540 $488.8M
UBS Group AG 0.07% Add +14.9% 5,592,906 $462.3M
Prudential PLC 2.94% Reduce -69.3% 5,359,255 $442.9M
Symetra Investment Management Co 37.71% Add +66.6% 5,220,575 $431.5M
American Family Investments, Inc. 7.47% Add +81.7% 5,008,438 $413.9M
Raymond James Financial Inc. 0.11% Reduce -7.7% 4,878,704 $403.2M
PNC Financial Services Group, Inc. 0.19% Reduce -2.1% 4,629,469 $382.6M
HighTower Advisors, LLC 0.28% Add +36.8% 3,481,108 $287.7M
State of Tennessee, Department of Treasury 0.77% Add +7.2% 3,133,493 $259.0M
Allspring Global Investments Holdings, LLC 0.34% Reduce -1.1% 2,681,213 $221.6M
Blue Trust, Inc. 2.21% Reduce -7.8% 2,552,753 $211.0M
Barclays PLC 0.06% Add +24204520.0% 2,420,462 $200.1M
Facet Wealth, Inc. 2.72% Add +15.0% 2,299,189 $190.0M
Corient Private Wealth LP 0.26% Add +13.2% 2,248,961 $185.9M
Focus Partners Wealth 0.19% Add +1.9% 2,246,329 $185.7M
Bank of New York Mellon Corp 0.03% Add +6.5% 2,202,952 $182.1M
First Interstate Bank 9.26% Add +10.5% 2,148,198 $177.5M
Bernicke Wealth Management, Ltd. 17.36% Add +5.0% 1,808,658 $149.5M
Equitable Holdings, Inc. 0.83% Add +6.1% 1,675,481 $138.8M
BlackRock, Inc. 0.00% Add +1.3% 1,602,709 $132.5M
State Farm Mutual Automobile Insurance Co. 0.09% No change 1,542,000 $127.4M
Vanguard Capital Management LLC 0.00% Reduce -25.0% 1,500,000 $124.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.76% Add +4.5% 1,454,830 $120.2M
Jones Financial Companies LLLP 0.05% Add +19.6% 1,436,086 $119.1M
Brandywine Oak Private Wealth LLC 8.93% Add +10.1% 1,424,549 $117.7M
Legacy Edge Advisors, LLC 10.42% Add +0.8% 1,372,355 $113.4M
Assetmark, Inc. 0.19% Add +8.2% 1,317,245 $108.9M
Davidson Capital Management Inc. 17.39% Add +1.6% 1,313,317 $108.5M
Cetera Investment Advisers 0.10% Reduce -4.0% 1,294,171 $107.0M
Osaic Holdings, Inc. 0.12% Add +38.7% 1,278,897 $105.7M
Constellation Investments, Inc. 3.31% Reduce -16.8% 1,275,335 $105.4M
Robertson Stephens Wealth Management, LLC 2.44% Add +8.9% 1,197,667 $99.0M
Rebalance, LLC 5.17% Add +10.9% 1,193,980 $98.7M
Old Mission Capital LLC 2.46% Reduce -6.1% 1,169,563 $96.7M
Bridgewater Advisors Inc. 4.62% Add +5.8% 1,044,906 $84.8M
Advisory Alpha, LLC 2.07% Add +1.9% 1,021,669 $84.4M
Hilton Capital Management, LLC 5.74% Reduce -4.2% 1,015,539 $83.9M
SG Americas Securities, LLC 0.05% New 997,791 $82.5M
Mather Group, Llc. 0.72% Reduce -0.3% 997,362 $82.4M
Benjamin Edwards Inc. 0.74% Add +3.3% 980,080 $81.0M
Busey Bank 1.84% Add +1.7% 918,403 $75.9M
Flputnam Investment Management Co. 0.90% Add +5.2% 917,416 $75.8M
GDS Wealth Management 3.54% Add +13.1% 900,339 $74.4M
Wealth Enhancement Advisory Services, LLC 0.12% Add +2.2% 1,010,021 $73.2M
Strategic Financial Services, Inc. 3.21% Add +1.8% 885,012 $73.1M
Keybank National Association 0.24% Add +11.0% 877,347 $72.5M
American Century Companies Inc. 0.03% Reduce -5.3% 876,200 $72.4M
Patriot Investment Management Group, Inc. 4.09% Add +1.8% 852,735 $70.5M
Cape Cod Five Cents Savings Bank 5.52% — 821,555 $67.9M
National Bank of Canada 0.06% Add +1112.3% 817,498 $67.6M
1832 Asset Management L.P. 0.08% Add +4.2% 816,167 $67.5M
CWA Asset Management Group, LLC 2.04% Add +68.2% 804,327 $66.5M
Commonwealth Equity Services, LLC 0.08% Reduce -5.0% 795,228 $65.7M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +13.8% 764,743 $63.2M
Steele Capital Management, Inc. 2.32% Add +7.3% 762,109 $63.0M
Savant Capital, LLC 0.18% Add +133.1% 748,988 $61.7M
Florida Trust Wealth Management Co 1.51% Add +21.1% 735,069 $60.8M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -27.0% 730,920 $60.4M
Stifel Financial Corp. 0.05% Add +0.7% 729,532 $60.3M
Truist Financial Corp. 0.07% Reduce -42.3% 719,637 $59.5M
Dodds Wealth, LLC 13.24% Add +3.9% 712,028 $58.8M
&partners 0.24% Add +18.2% 709,689 $58.7M
Apollon Wealth Management, LLC 0.71% Add +3.1% 705,578 $58.3M
Financial Advisory Partners, LLC 14.82% Add +6.5% 686,270 $56.7M
Scotia Capital Inc. 0.21% Add +4.0% 671,504 $55.5M
RiverFront Investment Group, LLC 0.72% Add +0.2% 661,746 $54.7M
Hanson & Doremus Investment Management 5.56% Add +6.8% 661,001 $54.6M
Howe & Rusling Inc. 3.16% Add +5.6% 658,720 $54.4M
Bartlett & Co. Wealth Management LLC 0.67% Reduce -0.9% 651,041 $53.8M
Bank of Montreal 0.02% Add +9.0% 649,424 $53.7M
Focused Wealth Management, Inc 4.74% Add +11.9% 649,173 $53.7M
Arkos Global Advisors 6.25% Add +1.0% 638,941 $52.8M
Evergreen Advisors, LLC 11.25% Add +3.7% 637,756 $52.7M
Mariner, LLC 0.05% Add +6.0% 636,520 $52.6M
Strategic Wealth Investment Group, LLC 6.32% Add +31.8% 631,125 $52.2M
Raffa Wealth Management, LLC 6.40% Add +27.8% 613,965 $50.7M
Arista Wealth Management, LLC 5.47% Add +3.9% 613,150 $50.7M
WINTON GROUP Ltd 1.62% New 605,000 $50.0M
Penserra Capital Management LLC 0.38% Reduce -11.2% 600,175 $49.6M
Capula Management Ltd 0.22% New 600,000 $49.6M
DecisionPoint Financial, LLC 9.15% Add +10.0% 601,336 $49.4M
Private Advisor Group, LLC 0.22% Reduce -13.6% 582,699 $48.2M
Stonebridge Capital Advisors LLC 3.00% Add +5.4% 568,072 $47.0M
Steward Partners Investment Advisory, LLC 0.24% Add +91.2% 557,273 $46.1M
Bishop & Co Investment Management, LLC 13.57% Add +2.9% 533,408 $44.1M
NewEdge Advisors, LLC 0.13% Add +19.3% 533,201 $44.1M
Alliancebernstein L.P. 0.01% Add +1.1% 532,173 $44.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +21.2% 530,927 $43.9M
Rosenberg Matthew Hamilton 8.06% Add +10.4% 523,636 $43.3M
Concurrent Investment Advisors, LLC 0.37% Add +58.4% 522,804 $43.2M
Marion Wealth Management 8.81% Add +8.1% 522,764 $43.2M
Nisa Investment Advisors, LLC 0.13% Add +10202.2% 520,571 $43.0M
MilWealth Group LLC 9.10% Add +6.8% 516,400 $42.7M
Renaissance Technologies 0.06% New 505,082 $41.7M
Hudock, Inc. 5.26% Add +2.8% 496,838 $41.1M
Cypress Financial Planning LLC 9.81% Add +6.4% 484,328 $40.0M
Southern Farm Bureau Life Insurance 3.80% No change 480,641 $39.7M
Advisors Capital Management, LLC 0.42% Add +5.8% 476,136 $39.4M
BIP Wealth, LLC 1.10% Add +59.5% 468,863 $38.8M
Tidal Investments LLC 0.09% Add +12.4% 461,483 $37.8M
Vestmark Advisory Solutions, Inc. 0.35% Add +8.9% 456,652 $37.7M
Newton One Investments LLC 9.31% Reduce -3.8% 447,083 $37.0M
Sanctuary Advisors, LLC 0.17% Add +0.7% 440,674 $36.4M
Capital Advisors Wealth Management, LLC 4.26% Add +3.7% 438,817 $36.3M
Allstate Corp. 0.36% New 436,998 $36.1M
American Financial Advisors, LLC 4.34% Add +5.0% 436,396 $36.1M
Meridian Management Co. 7.94% Add +7.7% 428,030 $35.4M
Fiducient Advisors LLC 5.04% Add +7.5% 425,525 $35.2M
Janney Montgomery Scott LLC 0.07% Reduce -65.6% 418,568 $34.6M
Summit Asset Management, LLC 4.42% Add +6.1% 416,901 $34.5M
Elevation Point Wealth Partners, LLC 0.64% Add +2.6% 415,986 $34.4M
Great Lakes Retirement, Inc. 3.03% Add +3.2% 412,499 $34.1M
Vise Technologies, Inc. 0.38% Add +15.5% 406,927 $33.6M
Waverly Advisors, LLC 0.20% Add +4.2% 406,658 $33.6M
CBIZ Investment Advisory Services, LLC 1.21% No change 400,595 $33.1M
TD Private Client Wealth LLC 0.61% Add +18.0% 400,976 $33.1M
Johnson Investment Counsel Inc. 0.24% Add +2.9% 399,996 $33.1M
25 LLC 8.99% Add +6.0% 397,366 $32.8M
Captrust Financial Advisors 0.05% Reduce -0.5% 394,021 $32.6M
Citigroup Inc. 0.02% Add +16.4% 392,533 $32.4M
Pioneer Wealth Management Group 7.81% Add +9.2% 391,356 $32.3M
Summit Financial, LLC 0.35% Add +6.2% 388,878 $32.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $31.8M
Beacon Pointe Advisors, LLC 0.15% Add +8.4% 380,053 $31.4M
Old National Bancorp 0.63% Add +2.0% 379,883 $31.4M
Foundation Wealth Management, LLC\PA 9.41% Add +5.2% 377,159 $31.2M
WESCAP Management Group, Inc. 5.72% Add +3.1% 370,956 $30.7M
Bessemer Group Inc. 0.04% Reduce -37.4% 367,859 $30.4M
Vident Advisory, LLC 0.23% Add +33.7% 366,780 $30.3M
Pacific Capital Wealth Advisors, Inc. 4.49% Add +7.4% 360,601 $29.8M
Scott Capital Advisors, LLC 4.61% Add +6220.4% 356,028 $29.4M
Cerity Partners LLC 0.04% Add +69.3% 381,158 $29.3M
Essex LLC 4.43% Add +2.9% 353,279 $29.2M
Park Avenue Securities LLC 0.18% Add +10.1% 352,980 $29.2M
Badgley Phelps Wealth Managers, LLC 0.50% Add +1.6% 346,715 $28.7M
Foundations Investment Advisors, LLC 0.29% Add +8.4% 346,086 $28.6M
Rakuten Investment Management, Inc. 0.08% Reduce -58.2% 331,167 $27.5M
Lebenthal Global Advisors, LLC 3.68% Add +4.9% 330,099 $27.3M
Ironwood Wealth Management, LLC. 6.03% New 329,314 $27.2M
Winch Advisory Services, LLC 5.60% Add +1.8% 326,324 $27.0M
Parallel Advisors, LLC 0.41% Add +6.3% 326,164 $27.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -25.4% 327,930 $27.0M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -10.3% 325,230 $26.9M
Mercer Global Advisors Inc. 0.03% Reduce -30.4% 324,053 $26.8M
Apella Capital, LLC 0.38% Reduce -6.2% 323,739 $26.5M
Berkeley Capital Partners, LLC 5.41% Reduce -2.5% 318,145 $26.3M
1834 Investment Advisors Co. 2.85% Add +3.2% 304,808 $25.2M
Global Wealth Management Investment Advisory, Inc. 3.58% Add +9.1% 304,388 $25.2M
ExodusPoint Capital Management, LP 0.23% New 302,920 $25.0M
Allen Investment Management, LLC 0.30% Reduce -23.7% 301,467 $24.9M
Rational Advisors, Inc. 2.33% Add +23.8% 291,785 $24.1M
Creative Financial Designs Inc. 1.15% Add +108.5% 291,373 $24.1M
MML Investors Services, LLC 0.05% Add +17.2% 281,848 $23.3M
Qube Research & Technologies Ltd 0.03% New 279,615 $23.1M
Keyvantage Wealth, LLC 8.70% Add +4.6% 278,244 $23.0M
Insight Wealth Partners, LLC 3.08% Add +1.7% 277,432 $22.9M
Power Wealth Management LLC 7.88% Add +3.2% 277,171 $22.9M
First Financial Bankshares Inc 0.43% Add +0.7% 276,123 $22.8M
West Financial Advisors, LLC 3.44% Add +6.1% 273,712 $22.6M
Union Bancaire Privee, UBP SA 0.25% Add +0.9% 271,831 $22.5M
Net Worth Advisory Group 5.65% Add +46.8% 271,123 $22.4M
Hassell Wealth Management, LLC 6.83% Reduce -10.4% 272,231 $22.3M
Avior Wealth Management, LLC 0.59% Reduce -2.7% 269,493 $22.3M
Hall Capital Management Co. Inc. 6.83% Add +4.7% 265,533 $21.9M
GoalFusion Wealth Management, LLC 8.75% Add +5.8% 262,321 $21.7M
Kestra Advisory Services, LLC 0.07% Add +67.1% 261,504 $21.6M
RKL Wealth Management LLC 1.71% Add +1.3% 258,946 $21.4M
Topsail Wealth Management, LLC 2.70% Add +28.4% 256,228 $21.2M
Luminvest Wealth Management LLC 4.91% Add +7.4% 255,861 $21.1M
BlueSky Wealth Advisors, LLC 2.44% Add +5.3% 255,153 $21.1M
SpringVest Wealth Management LLC 13.07% Reduce -1.0% 251,390 $20.8M
Ameritas Investment Partners, Inc. 0.55% Add +2.3% 250,212 $20.7M
AQR Capital Management 0.01% Add +66.9% 246,847 $20.4M
Longview Financial Advisors LLC 9.90% Add +10.9% 242,452 $20.0M
Arbor Wealth Management LLC\AZ 17.73% Add +2.4% 241,437 $20.0M
Bragg Financial Advisors, Inc 0.53% Add +6.0% 241,237 $19.9M
Crews Bank & Trust 2.60% Add +1.9% 240,669 $19.9M
Greenspring Advisors, LLC 1.10% Add +9.1% 240,250 $19.9M
Twin Cities Retirement Group LLC 16.77% Add +8.5% 237,048 $19.6M
McLean Asset Management Corp 2.54% New 236,905 $19.3M
Belpointe Asset Management LLC 0.63% Add +0.8% 231,783 $19.2M
Financial Management Network Inc. 2.73% Add +0.1% 231,805 $19.0M
Equita Financial Network, Inc. 5.25% Add +4.5% 228,767 $18.9M
Rockefeller Capital Management L.P. 0.03% Reduce -9.3% 228,381 $18.9M
TAGStone Capital, Inc. 5.99% Add +4.8% 228,161 $18.9M
Causey Wealth LLC 7.34% Add +10.9% 227,336 $18.8M
Peterson Wealth Management 8.75% Add +23.2% 227,319 $18.8M
Thrivent Financial for Lutherans 0.03% Add +26.0% 224,833 $18.6M
Susquehanna International Group, LLP 0.02% New 223,824 $18.5M
Financial Futures Ltd Liability Co. 6.99% Add +6.0% 222,143 $18.4M
Roundview Capital LLC 1.00% Add +10.9% 222,037 $18.4M
XY Planning Network, Inc. 2.28% Add +5.0% 220,232 $18.2M
First National Trust Co 0.61% Add +1.9% 217,375 $18.0M
Natixis Advisors, LLC 0.02% Add +20.1% 216,715 $17.9M
Pinnacle Financial Partners, Inc. 0.12% Add +23.5% 215,558 $17.8M
Commerce Bank 0.08% Add +15.6% 210,918 $17.4M
Fifth Third Bancorp 0.03% Reduce -1.4% 209,423 $17.3M
Legacy Financial Group LLC 1.93% Add +13.0% 207,613 $17.2M
Modera Wealth Management, LLC 0.18% Reduce -3.7% 203,084 $16.8M
OneAscent Financial Services LLC 0.80% Add +25.6% 201,165 $16.6M
Evergreen Capital Management LLC 0.29% Add +0.4% 201,144 $16.6M
NewEdge Wealth, LLC 0.17% Add +17.4% 200,405 $16.6M
Northwest Bancshares, Inc. 2.94% Add +8.6% 197,587 $16.3M
1 North Wealth Services LLC 5.30% Add +5.3% 196,092 $16.2M
Powers Advisory Group, LLC 5.07% Add +7.0% 195,822 $16.2M
Principal Financial Group Inc. 0.01% Add +134.6% 195,676 $16.2M
Towerpoint Wealth, LLC 5.44% Add +4.7% 189,622 $15.7M
Coyle Financial Counsel LLC 2.86% Add +2.7% 189,477 $15.7M
Cordant, Inc. 5.62% Add +7.7% 188,917 $15.6M
Fortune 45 LLC 6.67% Add +1.8% 188,877 $15.6M
Financial Freedom, LLC 7.12% Add +2.2% 187,578 $15.5M
Quaker Wealth Management, LLC 4.47% Add +2.0% 185,717 $15.3M
RFG Holdings, Inc. 3.18% Add +9.2% 183,633 $15.2M
Alliance Wealth Advisors, LLC 2.86% Reduce -42.7% 183,469 $15.2M
FLC Capital Advisors 2.47% Add +10.4% 181,924 $15.0M
Morton Brown Family Wealth, LLC 3.39% Add +11.0% 180,706 $14.9M
Benchmark Financial, LLC 12.09% Add +1.8% 179,426 $14.8M
McGlone Suttner Wealth Management, Inc. 1.73% Add +16.2% 178,813 $14.8M
Jupiter Topco LLC 0.01% — 178,501 $14.8M
Sei Investments Co. 0.01% Reduce -36.8% 177,479 $14.7M
Procyon Advisors, LLC 0.63% Add +17.5% 176,606 $14.6M
Matrix Trust Co 2.08% Add +0.8% 173,344 $14.3M
Shotwell Rutter Baer Inc 7.76% Add +2.9% 170,966 $14.1M
Peak Financial Management, Inc. 3.23% Add +2.8% 170,334 $14.1M
Sage Rhino Capital LLC 2.31% Add +39.9% 169,895 $14.0M
White Lighthouse Investment Management Inc. 1.74% Reduce -12.4% 168,428 $13.9M
Checchi Capital Advisers, LLC 0.88% Reduce -1.5% 166,774 $13.8M
Atlantic Union Bankshares Corp 0.23% Add +32.4% 165,762 $13.7M
EP Wealth Advisors, LLC 0.05% Add +1.6% 165,116 $13.6M
United Services Automobile Association 1.08% Add +1.3% 162,657 $13.4M
Sequoia Financial Advisors, LLC 0.07% Reduce -11.2% 161,962 $13.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.0% 158,428 $13.1M
Westview Management dba Westview Investment Advisors 6.37% Add +6.3% 157,538 $13.0M
St Germain D J Co. Inc. 0.46% Reduce -3.2% 155,271 $12.8M
Pallas Capital Advisors LLC 0.39% Add +7.8% 154,295 $12.8M
Marshall & Sterling Wealth Advisors Inc. 7.55% Add +3.1% 154,193 $12.7M
Seaside Wealth Management, Inc. 3.13% Add +4.7% 153,282 $12.7M
Erickson Financial Group, LLC 6.68% Add +53.0% 150,752 $12.5M
Members Advisory Group LLC 3.44% Reduce -33.4% 149,176 $12.3M
Banco Santander, S.A. 0.08% Reduce -68.7% 147,791 $12.2M
Gsa Capital Partners LLP 0.77% Reduce -62.2% 147,444 $12.2M
iA Global Asset Management Inc. 0.14% New 146,321 $12.1M
Cambridge Advisors Inc. 2.06% Add +18.4% 145,292 $12.0M
Shufro Rose & Co. LLC 0.68% Add +2.1% 142,549 $11.8M
Cascade Wealth Advisors, Inc 4.71% Add +2.6% 144,050 $11.7M
Stolz & Associates, PS 7.23% Add +7.3% 140,188 $11.6M
Hillcrest Wealth Advisors - NY, LLC 4.14% Add +13.3% 140,081 $11.6M
BluePrint Investing LLC 9.63% Reduce -1.3% 138,532 $11.4M
Curbstone Financial Management Corp 1.95% Add +1.9% 138,508 $11.4M
Revisor Wealth Management LLC 2.75% Add +3.7% 138,506 $11.4M
MassMutual Private Wealth & Trust, FSB 0.29% Reduce -0.1% 137,546 $11.4M
Napier Financial, LLC 2.36% Add +2.4% 137,118 $11.3M
Capital Analysts, LLC 0.26% Add +9.1% 136,666 $11.3M
Uniting Wealth Partners, LLC 2.25% Add +5.2% 134,062 $11.1M
Covington Investment Advisors Inc. 1.43% Add +33.6% 133,995 $11.1M
Manning & Napier Advisors LLC 0.14% Add +4.7% 133,093 $11.0M
IFP Advisors, Inc 0.20% Add +7.2% 132,460 $10.9M
Heritage Trust Co 0.93% Add +5.5% 130,568 $10.8M
Hurlow Wealth Management Group, Inc. 2.24% Add +3.1% 130,290 $10.8M
Diversify Advisory Services, LLC 0.18% Add +3290.4% 132,193 $10.7M
Diversify Wealth Management, LLC 0.18% Add +5.9% 132,193 $10.7M
Mutual Advisors, LLC 0.20% Add +22.1% 129,652 $10.7M
Wealth Management Nebraska 0.95% Add +1.0% 129,276 $10.7M
Banque Transatlantique SA 0.23% Add +43.4% 128,307 $10.6M
World Investment Advisors 0.17% Add +0.4% 127,578 $10.6M
Kestra Private Wealth Services, LLC 0.12% Add +13.7% 127,475 $10.5M
SageView Advisory Group, LLC 0.34% Add +137.9% 127,351 $10.5M
Stephens Inc. 0.12% Add +2.6% 127,224 $10.5M
OneDigital Investment Advisors LLC 0.09% Add +2.6% 126,761 $10.5M
Orion Porfolio Solutions, LLC 0.08% Reduce -6.4% 126,257 $10.4M
DAVENPORT & Co LLC 0.05% Reduce -18.1% 126,106 $10.4M
Frisco Financial Planning LLC 7.78% Reduce -5.4% 124,918 $10.3M
Envision Financial LLC 4.73% Add +9.3% 124,185 $10.3M
Prepared Retirement Institute LLC 4.35% Add +16.1% 123,736 $10.2M
Finivi Inc. 5.22% Reduce -0.0% 123,173 $10.2M
Mfa Wealth Advisors, LLC 1.73% Add +22.3% 122,932 $10.2M
Global Retirement Partners, LLC 0.15% — 122,389 $10.1M
NYL Investors LLC 3.88% Add +1.4% 122,372 $10.1M
JT Stratford LLC 1.11% Add +0.9% 122,258 $10.1M
Northern Trust Corp. 0.00% Add +19.2% 121,178 $10.0M
Family CFO Inc 3.81% Add +7.5% 119,883 $9.9M
Sagace Wealth Management LLC 6.09% Add +1.9% 116,544 $9.6M
Silver Coast Investments LLC 2.87% Add +4.1% 116,454 $9.6M
Winthrop Capital Management, LLC 2.32% Reduce -0.1% 116,385 $9.6M
Miller Capital Partners, Inc. 3.73% Add +7.3% 114,821 $9.5M
NorthCrest Asset Manangement, LLC 0.24% Add +0.4% 115,391 $9.5M
Global Assets Advisory, LLC 2.06% New 114,810 $9.4M
Rosenblum Silverman Sutton S F Inc. 2.25% Reduce -7.9% 113,435 $9.4M
Fagan Associates, Inc. 1.15% Reduce -0.0% 113,075 $9.3M
CMH Wealth Management LLC 1.41% Reduce -10.7% 111,825 $9.2M
Integrated Wealth Concepts LLC 0.06% Reduce -0.3% 111,261 $9.2M
Dynamic Advisor Solutions LLC 0.26% Add +4.6% 111,112 $9.2M
Whittier Trust Co. 0.09% Reduce -6.6% 110,870 $9.1M
Cornerstone Wealth Management, LLC 0.39% Add +2.8% 110,024 $9.1M
Farrell Financial LLC 4.89% Add +6.6% 109,291 $9.0M
CENTRAL TRUST Co 0.16% Add +7.9% 108,804 $9.0M
Integrated Advisors Network LLC 0.41% Add +5.8% 108,734 $9.0M
Verus Wealth Management, LLC 7.38% Add +2.6% 108,331 $9.0M
Juncture Wealth Strategies, LLC 2.33% Add +7.3% 108,280 $8.9M
Crabel Capital Management, LLC 6.52% New 107,991 $8.9M
Headinvest, LLC 1.66% Add +8.9% 107,629 $8.9M
AA Financial Advisors, LLC 1.06% Reduce -2.8% 107,008 $8.8M
Copper Harbor Investment Advisors, LLC 1.85% — 105,938 $8.8M
Oakwell Private Wealth Management, LLC 1.43% Add +1.3% 104,608 $8.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +20.8% 104,351 $8.6M
Farmers & Merchants Trust Co of Chambersburg PA 2.19% Add +1.8% 104,323 $8.6M
Warwick Investment Management, Inc. 0.96% Add +2186.2% 102,993 $8.5M
Cantor Fitzgerald Investment Advisors L.P. 0.57% Reduce -4.2% 102,191 $8.4M
Fiduciary Financial Advisors 0.85% Add +446.2% 101,857 $8.4M
Partners in Financial Planning 1.26% Add +3.6% 100,930 $8.3M
Stone Summit Wealth LLC 2.10% Add +3.1% 100,089 $8.3M
Petix & Botte Co 1.66% Add +89.8% 99,623 $8.2M
Mechanics Bank Trust Department 1.02% Add +49.6% 99,281 $8.2M
Pacific Wealth Management 3.60% Add +6.4% 98,270 $8.1M
J.W. Cole Advisors, Inc. 0.14% Reduce -0.5% 98,214 $8.1M
Ninety One UK Ltd 0.02% Reduce -68.7% 97,690 $8.1M
Ashton Thomas Securities, LLC 1.19% Reduce -0.3% 97,300 $8.0M
Meridian Wealth Management, LLC 0.25% Reduce -0.1% 96,225 $8.0M
Brindle & Bay Financial Advisors, LLC 3.96% Add +11.9% 95,867 $7.9M
Integrity Investment Advisors, LLC 3.39% Add +30.6% 94,265 $7.8M
Crewe Advisors LLC 0.56% Add +0.6% 93,675 $7.7M
Sigma Investment Counselors Inc. 0.37% Reduce -8.8% 93,077 $7.7M
Sowell Financial Services LLC 0.25% Add +6.3% 92,688 $7.7M
Websterrogers Financial Advisors, LLC 1.96% Add +10.4% 92,516 $7.6M
Van Strum & Towne Inc. 2.08% Reduce -4.4% 92,496 $7.6M
Jane Street Group, LLC 0.00% Reduce -93.7% 91,682 $7.6M
Montag A & Associates Inc. 0.32% Reduce -1.4% 91,449 $7.6M
Edgestream Partners, L.P. 0.22% Add +310.5% 91,239 $7.5M
Glenview Trust Co 0.10% Add +16.5% 88,816 $7.3M
Osborne Partners Capital Management, LLC 0.41% Add +0.5% 88,720 $7.3M
Farther Finance Advisors, LLC 0.06% Add +12.2% 88,076 $7.3M
Regions Financial Corp. 0.04% Add +55.5% 88,002 $7.3M
Greenwood Gearhart LLC 0.34% Reduce -0.5% 87,804 $7.3M
Phillips Financial Management, LLC 0.53% Reduce -18.8% 87,797 $7.3M
Prospect Financial Services LLC 3.66% Add +20.0% 87,446 $7.2M
Telos Capital Management, Inc. 0.64% Add +7.1% 87,276 $7.2M
Trivium Point Advisory, LLC 0.65% Add +169.7% 87,019 $7.2M
Buska Wealth Management, LLC 2.57% Add +9.1% 86,334 $7.1M
Lanark Financial, Inc. 0.48% Add +8.2% 86,263 $7.1M
Blair William & Co. 0.02% Add +18.2% 86,263 $7.1M
Latigo Investments, LLC 3.17% No change 86,019 $7.1M
Peapack Gladstone Financial Corp. 0.08% Add +5.0% 85,822 $7.1M
Graetz Wealth LLC 5.65% Add +4.1% 85,765 $7.1M
Oppenheimer & Co. Inc. 0.08% Reduce -22.7% 85,704 $7.1M
Little House Capital LLC 1.59% Add +0.7% 85,540 $7.1M
Prospera Financial Services Inc 0.10% Add +5.4% 85,431 $7.1M
First American Trust, FSB 0.42% Reduce -1.5% 84,872 $7.0M
TD Waterhouse Canada Inc. 0.02% Add +2.2% 85,077 $7.0M
Cresset Asset Management, LLC 0.03% Add +14.0% 83,817 $6.9M
Merit Financial Group, LLC 0.04% Add +25.2% 83,458 $6.9M
Arvest Investments, Inc. 0.83% Add +15.2% 83,311 $6.9M
Bridge Generations Wealth Management LLC 3.47% Add +17.9% 82,421 $6.8M
FMR LLC 0.00% Add +4.3% 82,159 $6.8M
Lauer Wealth, LLC 4.61% Add +359.8% 82,705 $6.8M
Brucke Financial, Inc. 2.97% Add +3.5% 80,961 $6.7M
Larch Capital Partners LLC 0.96% Add +0.1% 80,903 $6.7M
Acropolis Investment Management, LLC 0.26% Add +5.5% 78,750 $6.5M
Guggenheim Capital LLC 0.04% Add +33.2% 77,417 $6.4M
NorthRock Partners, LLC 0.09% Reduce -6.9% 76,976 $6.4M
Sigma Planning Corp 0.16% Add +11.3% 75,777 $6.3M
Clarity Wealth Development LLC 3.47% Add +191.4% 75,720 $6.3M
Perigon Wealth Management, LLC 0.10% Add +7.0% 75,644 $6.3M
CGN Advisors LLC 0.46% Add +2.4% 75,521 $6.2M
ATLas Financial Planning LLC 5.05% Add +7.9% 75,402 $6.2M
Spartan Wealth Advisory Services LLC 0.51% Add +1.3% 75,175 $6.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.5% 75,065 $6.2M
Stelac Advisory Services LLC 1.15% Reduce -0.8% 74,776 $6.2M
HBK Sorce Advisory LLC 0.12% Add +8.7% 75,811 $6.2M
Conscious Wealth Investments, LLC 3.16% Reduce -0.4% 75,474 $6.2M
Atria Investments, Inc 0.06% Reduce -2.1% 73,787 $6.1M
Principia Wealth Advisory, LLC 3.04% Reduce -20.6% 73,506 $6.1M
Tower Research Capital LLC (TRC) 0.15% Add +494.1% 73,383 $6.1M
Altus Wealth Group LLC 2.19% Add +3.2% 73,364 $6.1M
Invesco Ltd. 0.00% Add +0.1% 73,188 $6.0M
MAI Capital Management 0.02% Add +21.1% 72,837 $6.0M
Simplicity Wealth,LLC 0.20% Add +746.9% 72,632 $6.0M
Auour Investments LLC 1.72% Add +2.5% 72,382 $6.0M
Strategic Financial Partners, Ltd. 2.25% Add +76.3% 72,289 $6.0M
Level Four Advisory Services, LLC 0.17% Reduce -3.9% 72,109 $6.0M
XML Financial, LLC 0.43% Reduce -50.0% 72,094 $6.0M
First Pacific Financial 0.71% Reduce -4.7% 71,708 $5.9M
One William Street Capital Management, L.P. 14.01% No change 71,700 $5.9M
Analyst IMS Investment Management Services Ltd. 0.14% New 71,292 $5.9M
Meeder Advisory Services, Inc. 0.22% Add +16.5% 71,246 $5.9M
Mma Asset Management LLC 1.87% Reduce -1.2% 71,184 $5.9M
Galvin, Gaustad & Stein, LLC 0.44% Reduce -5.3% 71,155 $5.9M
Wedmont Private Capital 0.16% Add +215.0% 71,749 $5.9M
Golden Bell Financial Planning LLC 4.29% Add +3.4% 70,619 $5.8M
Overbrook Management Corp 0.88% New 70,381 $5.8M
Pathstone Holdings, LLC 0.02% Add +14.1% 70,304 $5.8M
Systelligence, LLC 0.97% Reduce -12.1% 70,133 $5.8M
Counterweight Ventures, LLC 2.88% Reduce -1.7% 69,887 $5.8M
First Manhattan Co. Llc. 0.01% Reduce -13.4% 69,674 $5.8M
Signal Advisors Wealth, LLC 0.30% Add +25.6% 68,682 $5.7M
Quadrature Capital Ltd 0.05% New 67,984 $5.6M
Yoder Wealth Management, Inc. 2.19% Reduce -0.9% 67,871 $5.6M
Ameritas Advisory Services, LLC 0.11% Add +50.9% 67,409 $5.6M
CIBC Bancorp USA Inc. 0.01% Add +109.6% 67,116 $5.5M
Bay Rivers Group 1.90% Add +18.2% 67,109 $5.5M
LexAurum Advisors, LLC 0.64% Reduce -29.2% 66,668 $5.5M
Capasso Planning Partners LLC 2.75% Add +0.6% 66,613 $5.5M
W.H. Cornerstone Investments Inc. 3.08% Reduce -9.4% 65,936 $5.4M
Great Valley Advisor Group, Inc. 0.09% Add +1.2% 65,586 $5.4M
Insigneo Advisory Services, LLC 0.20% Add +60.9% 65,509 $5.4M
Veridan Wealth LLC 1.86% Add +10.2% 64,675 $5.3M
Daiwa Securities Group Inc. 0.01% Add +0.5% 64,390 $5.3M
Monument Capital Management 1.07% Add +9.0% 64,161 $5.3M
Stonebridge Financial Planning Group, LLC 1.65% Reduce -1.1% 62,739 $5.2M
Curran Financial Partners, LLC 0.77% Reduce -57.0% 62,476 $5.2M
Drucker Wealth 3.0, LLC 0.82% Add +12.8% 62,368 $5.2M
BetterWealth, LLC 0.91% Add +3.9% 62,187 $5.1M
PFG Advisors 0.26% Reduce -9.7% 62,123 $5.1M
SGL Investment Advisors, Inc. 1.78% Add +26.6% 63,245 $5.1M
Cloud Capital Management, LLC 1.87% Add +24.2% 62,027 $5.1M
Sovran Advisors, LLC 0.38% Add +6.6% 62,875 $5.1M
Viawealth, LLC 2.57% Reduce -4.1% 61,925 $5.1M
Tide Cove Capital Partners LLC 3.29% Add +1.2% 62,425 $5.1M
KMG Fiduciary Partners, LLC 0.47% Reduce -29.5% 61,327 $5.1M
Gotham Asset Management 0.01% Add +2.0% 61,076 $5.0M
Gladwyn Financial Advisors, Inc. 3.12% Add +12.2% 60,316 $5.0M
Koshinski Asset Management, Inc. 0.27% Add +4.1% 60,311 $5.0M
Brookstone Capital Management 0.05% Add +16.0% 60,229 $5.0M
CVS HEALTH Corp 2.20% No change 60,000 $5.0M
Nicolet Bankshares Inc. 0.16% Add +3.6% 59,422 $4.9M
Market Street Wealth Management Advisors LLC 0.69% Reduce -0.8% 58,965 $4.9M
Allworth Financial LP 0.02% Reduce -5.5% 58,850 $4.9M
Independent Advisor Alliance 0.11% Reduce -20.9% 58,734 $4.9M
Guardian Wealth Management, Inc. 2.38% Add +16.4% 58,682 $4.9M
Wealthedge Investment Advisors, LLC 1.63% Add +6.1% 58,117 $4.8M
Stratos Wealth Partners, LTD. 0.05% Add +1.6% 57,985 $4.8M
Blueline Advisors LLC 3.32% Reduce -2.0% 57,952 $4.8M
Verde Capital Management 0.88% Reduce -11.6% 57,887 $4.8M
Braun-Bostich & Associates Inc. 2.67% Add +2.9% 57,762 $4.8M
21 West Wealth Management LLC 4.04% Add +2.3% 57,240 $4.7M
Lowe Brockenbrough & Co. Inc. 0.21% Reduce -1.1% 57,174 $4.7M
JBGlobal.com LLC 4.08% Reduce -2.3% 56,383 $4.7M
Portside Wealth Group, LLC 0.54% Add +3.9% 56,371 $4.7M
D.A. Davidson & Co. 0.03% Add +18.6% 56,233 $4.6M
Cypress Wealth Services, LLC 0.57% Add +1.7% 56,220 $4.6M
Avant Financial Advisors LLC 2.89% Add +14.8% 56,116 $4.6M
Sumitomo Mitsui Financial Group, Inc. 0.09% Reduce -5.8% 56,094 $4.6M
Stone Loft Wealth Management LLC 2.63% Add +78.1% 56,394 $4.6M
Harbour Investments, Inc. 0.06% Add +3.9% 55,391 $4.6M
Epiq Partners, LLC 1.98% Add +28.3% 55,061 $4.6M
Hofer & Associates. Inc 2.19% Add +6.6% 54,824 $4.5M
Mgo One Seven LLC 0.07% Add +5.3% 54,696 $4.5M
Bryn Mawr Trust Advisors, LLC 0.20% Add +0.5% 54,538 $4.5M
Weik Capital Management 1.72% Add +0.7% 54,101 $4.5M
Titan Investment Management LLC 3.29% Add +9.0% 53,800 $4.4M
Prudential Financial Inc. 0.00% No change 53,364 $4.4M
Aries Wealth Management 0.86% Add +12.4% 53,050 $4.4M
Anchor Capital Advisors LLC 0.12% Reduce -5.3% 53,048 $4.4M
Novem Group 0.44% Add +3.8% 52,683 $4.4M
Marietta Wealth Management, LLC 0.45% Add +9.9% 52,511 $4.3M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -0.1% 52,782 $4.3M
Wealthspire Advisors, LLC 0.02% Add +245.1% 52,154 $4.3M
Advisory Solutions Group, LLC 1.46% — 51,764 $4.3M
Cherrydale Wealth Management, LLC 1.12% Add +4.4% 51,701 $4.3M
Perennial Advisors, LLC 0.66% Add +1.2% 51,398 $4.2M
O'ROURKE & COMPANY, Inc 1.48% Reduce -14.1% 51,302 $4.2M
Advisory Research Inc. 0.42% Add +0.3% 51,166 $4.2M
Rialto Wealth Management, LLC 0.84% Reduce -7.3% 51,056 $4.2M
Lynx Investment Advisory 1.38% Add +1067.8% 51,033 $4.2M
Deutsche Bank AG 0.00% Add +0.5% 50,620 $4.2M
United Capital Financial Advisors, LLC 0.02% Reduce -1.7% 50,562 $4.2M
Independent Financial Group, LLC 0.08% Add +45.4% 49,770 $4.1M
Coston, McIsaac & Partners 0.83% Add +6.1% 49,707 $4.1M
Gladstone Institutional Advisory LLC 0.13% Add +2.1% 49,611 $4.1M
Harfst & Associates, Inc. 0.63% Reduce -20.1% 49,286 $4.1M
Severin Investments, LLC 3.06% Add +4.7% 49,060 $4.1M
Parsons Capital Management Inc. 0.18% Reduce -2.3% 48,511 $4.0M
Hexagon Capital Partners LLC 0.56% Add +17.0% 48,083 $4.0M
IFG Advisory, LLC 0.14% New 47,801 $4.0M
Signal Tree Financial Partners LLC 2.61% Add +7.0% 47,588 $3.9M
Williams Financial, LLC 2.03% Add +7.7% 47,500 $3.9M
CRA Financial Services, LLC 0.45% Reduce -3.3% 47,321 $3.9M
Titan Global Capital Management USA LLC 0.50% Add +12.5% 47,306 $3.9M
SWAN Capital LLC 1.33% Reduce -7.6% 46,936 $3.9M
MBE Wealth Management, LLC 1.36% No change 46,782 $3.9M
Axxcess Wealth Management, LLC 0.06% Add +10.5% 46,484 $3.8M
United Community Bank 1.19% Add +4.9% 46,469 $3.8M
Breakwater Capital Group 0.46% Add +5.2% 46,448 $3.8M
Bull Street Advisors, LLC 1.72% Reduce -2.5% 45,701 $3.8M
Ausdal Financial Partners, Inc. 0.15% Add +336.7% 45,426 $3.8M
HORAN Wealth, LLC 0.47% Add +10.0% 45,312 $3.7M
Fifth Third Securities, Inc. 0.21% Add +30.9% 44,578 $3.7M
Titleist Asset Management, LLC 0.25% Add +15.7% 44,529 $3.7M
Y.D. More Investments Ltd 0.11% Reduce -5.3% 44,414 $3.7M
Modern Wealth Management, LLC 0.04% Add +601.4% 44,376 $3.7M
Pure Financial Advisors, LLC 0.05% Add +22.6% 44,177 $3.7M
Foster Group, Inc. 0.10% Add +3.7% 44,028 $3.6M
Planning Strategies Inc. 2.28% — 44,019 $3.6M
OxenFree Capital LLC 1.66% Add +0.3% 44,096 $3.6M
Tandem Investment Partners LLC 2.79% Add +7.5% 43,720 $3.6M
Seven Mile Advisory 2.42% Add +29.9% 43,523 $3.6M
Wealthspire Retirement, LLC 0.20% Add +0.7% 43,257 $3.6M
Compass Financial Group, Inc. (Ohio) 2.38% Add +5.4% 43,096 $3.6M
Advisory Services Network, LLC 0.04% Add +32.3% 41,801 $3.5M
Manufacturers Life Insurance Company, The 0.00% Add +39.5% 41,202 $3.4M
Talon Private Wealth, LLC 0.40% Add +21.6% 41,199 $3.4M
Van Diest Capital, LLC 3.04% Add +39.7% 41,028 $3.4M
Mitchell McLeod Pugh & Williams Inc. 0.41% Add +25.9% 40,627 $3.4M
Simon Quick Advisors, LLC 0.14% Add +1.1% 40,503 $3.3M
HSBC Holdings PLC 0.00% Add +1.1% 40,363 $3.3M
Modus Advisors, LLC 0.82% Add +4.6% 40,343 $3.3M
Sandro Wealth Management LLC 2.40% Add +75.9% 40,181 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 40,000 $3.3M
Inman Jager Wealth Management, LLC 1.75% Add +6.2% 39,748 $3.3M
Fortis Capital Management LLC 0.36% Add +1.2% 39,234 $3.2M
Sheets Smith Wealth Management 0.32% Reduce -0.2% 39,218 $3.2M
PVG Asset Management Corp. 1.87% No change 38,978 $3.2M
REDW Wealth LLC 1.15% Reduce -0.2% 38,943 $3.2M
Quartz Partners, LLC 1.05% Add +2.3% 38,898 $3.2M
American Investment Services, Inc. 0.68% Add +0.7% 38,787 $3.2M
Payne Capital LLC 2.62% No change 38,105 $3.1M
Rehmann Capital Advisory Group 0.14% Reduce -0.5% 37,988 $3.1M
Cornerstone Financial Group, LLC 1.92% Add +7.7% 37,663 $3.1M
4WEALTH Advisors, Inc. 2.38% Add +7.5% 37,408 $3.1M
OpenArc Corporate Advisory, LLC 0.04% Reduce -13.6% 37,305 $3.1M
Chandler Asset Management, Inc. 0.43% Add +1.9% 37,260 $3.1M
German American Bancorp, Inc. 0.23% Reduce -0.8% 37,251 $3.1M
Carl P. Sherr & Co., LLC 1.28% Reduce -0.3% 37,094 $3.1M
Tme Financial, Inc. 1.89% Add +39.1% 36,994 $3.1M
Aptus Capital Advisors, LLC 0.02% Reduce -18.7% 36,898 $3.0M
Kingswood Wealth Advisors, LLC 0.12% Add +2.0% 36,629 $3.0M
Silver Oak Wealth Advisors Services, LLC 1.80% Add +6.5% 36,452 $3.0M
Rathbones Group PLC 0.01% Reduce -2.2% 36,376 $3.0M
TPG Financial Advisors, LLC 0.89% Reduce -3.4% 36,226 $3.0M
Trek Financial, LLC 0.15% Reduce -64.6% 35,922 $3.0M
Chesapeake Capital Corp. 1.60% Add +48.2% 35,847 $3.0M
Friedenthal Financial 1.36% Add +6.9% 35,669 $2.9M
Forza Wealth Management, LLC 0.90% No change 35,507 $2.9M
Huntington National Bank 0.02% Add +4.5% 35,144 $2.9M
Glass Jacobson Investment Advisors llc 0.90% Add +2.2% 34,956 $2.9M
Pettyjohn, Wood & White, Inc. 0.41% Add +9.0% 33,885 $2.8M
Diversified Portfolios, Inc. 0.20% Reduce -14.8% 33,816 $2.8M
Seamount Financial Group Inc. 1.10% Reduce -1.0% 33,153 $2.7M
Thrive Capital Management, LLC 0.52% Reduce -5.2% 33,070 $2.7M
Appalachian Capital Management Ltd 1.97% Reduce -3.5% 32,932 $2.7M
Staley Capital Advisers Inc. 0.11% No change 32,890 $2.7M
Transcendent Capital Group LLC 1.05% Add +4.7% 32,758 $2.7M
CreativeOne Wealth, LLC 0.06% Add +37.4% 32,710 $2.7M
Reicon Wealth Advisors, LLC 1.69% Add +24.8% 32,682 $2.7M
Mosaic Family Wealth Partners, LLC 0.18% Add +0.7% 32,583 $2.7M
Rothschild Wealth LLC 0.21% Reduce -20.5% 32,249 $2.7M
Pictet North America Advisors SA 0.23% Reduce -6.1% 31,370 $2.6M
Nottingham Advisors, Inc. 0.31% No change 31,670 $2.6M
Brooks, Moore & Associates, Inc. 1.15% Reduce -25.7% 30,965 $2.6M
Regal Investment Advisors LLC 0.13% Reduce -4.8% 30,859 $2.6M
HB Wealth Management, LLC 0.01% Add +242.9% 30,777 $2.5M
Stratos Wealth Advisors, LLC 0.14% Add +3.7% 30,724 $2.5M
CVA Family Office, LLC 0.22% Add +14.9% 30,051 $2.5M
Retirement Systems of Alabama 0.01% No change 29,820 $2.5M
TriaGen Wealth Management LLC 0.61% Reduce -0.4% 29,501 $2.4M
Riverbend Wealth Management, LLC 1.24% Add +14.0% 29,475 $2.4M
RMR Capital Management, LLC 1.67% Add +6.2% 29,427 $2.4M
Meitav Investment House Ltd. 0.02% Add +102.1% 29,427 $2.4M
Ascent Wealth Partners, LLC 0.24% Add +2.0% 29,325 $2.4M
Towne Trust Company, N.A 0.73% Add +21.5% 29,006 $2.4M
Ironwood Investment Counsel, LLC 0.31% Add +1.6% 28,801 $2.4M
Vicus Capital 0.15% Add +9.8% 28,597 $2.4M
Ashton Thomas Private Wealth, LLC 0.05% Add +32.7% 28,379 $2.3M
Oakmont Advisory Group, LLC 1.94% Reduce -1.1% 27,930 $2.3M
Lido Advisors, LLC 0.01% Add +34.2% 27,878 $2.3M
Rossby Financial, LCC 0.42% Reduce -26.9% 27,867 $2.3M
SC&H Financial Advisors, Inc. 0.31% Reduce -3.5% 27,827 $2.3M
Cassady Wealth & Retirement Planning, LLC 1.07% Add +19.3% 27,761 $2.3M
Greenwich Wealth Management LLC 0.08% Reduce -0.4% 27,597 $2.3M
Ramiah Investment Group 1.74% Add +8.3% 27,502 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -5.3% 27,223 $2.3M
Pekin Hardy Strauss, Inc. 0.20% Add +5.6% 27,160 $2.2M
Topel & Distasi Wealth Management, LLC 1.08% Reduce -3.0% 27,149 $2.2M
Prosperity Advisers, LLC 1.62% Add +2.1% 27,132 $2.2M
Arax Advisory Partners 0.01% Add +216.6% 26,726 $2.2M
Betterment LLC 0.00% Reduce -7.0% 26,651 $2.2M
AE Wealth Management LLC 0.01% Reduce -20.7% 26,630 $2.2M
Morris Financial Concepts, Inc. 0.67% Reduce -2.6% 26,628 $2.2M
Addis & Hill, Inc 1.21% Reduce -13.0% 26,536 $2.2M
Center For Asset Management LLC 0.97% Add +7.1% 26,496 $2.2M
Life Planning Partners, Inc 1.61% Reduce -4.1% 26,140 $2.2M
US Bancorp \de 0.00% Reduce -0.1% 26,037 $2.2M
Smith Partners Wealth Management, LLC 1.70% Add +53.4% 25,877 $2.1M
James Investment Research, Inc. 0.22% No change 25,753 $2.1M
Midwest Trust Co 0.02% Add +3.2% 25,722 $2.1M
Prospera Capital Management, LLC 0.66% Add +106.3% 25,787 $2.1M
Certified Advisory Corp 0.17% Reduce -35.5% 25,623 $2.1M
Cornerstone Financial Management LLC 1.68% Add +5.6% 25,341 $2.1M
PFG Investments, LLC 0.08% Add +4.2% 25,334 $2.1M
Rockbridge Investment Management, LCC 0.17% Reduce -0.0% 25,131 $2.1M
Leeward Financial Partners, LLC 0.54% Add +7.6% 24,983 $2.1M
Mengis Capital Management, Inc. 0.31% Add +5.3% 24,926 $2.1M
True Link Financial Advisors, LLC 0.12% No change 24,892 $2.1M
Agate Pass Investment Management, LLC 0.75% Add +11.5% 24,653 $2.0M
Composition Wealth, LLC 0.02% Reduce -45.1% 24,633 $2.0M
Sincerus Advisory, LLC 1.38% Reduce -0.5% 24,563 $2.0M
BridgePort Financial Solutions, LLC 0.51% Add +5.0% 24,199 $2.0M
Leavell Investment Management, Inc. 0.07% Add +20.2% 24,194 $2.0M
Moors & Cabot, Inc. 0.08% Add +50.5% 24,179 $2.0M
Uncommon Cents Investing LLC 0.43% Add +26.8% 23,993 $2.0M
Hobbs Group Advisors, LLC 0.52% No change 23,947 $2.0M
SouthState Bank Corp 0.08% Reduce -5.3% 23,842 $2.0M
Bigelow Investment Advisors, LLC 0.71% Add +1.0% 23,727 $2.0M
Twin Focus Capital Partners, LLC 0.20% No change 23,544 $1.9M
Mayflower Financial Advisors, LLC 0.17% Add +4.5% 23,431 $1.9M
Bcwm, LLC 0.57% Reduce -2.9% 23,411 $1.9M
Signature Estate & Investment Advisors LLC 0.03% Reduce -4.2% 23,394 $1.9M
Cardiff Park Advisors, LLC 0.15% Add +1.8% 23,274 $1.9M
Disciplined Investments, LLC 0.62% Reduce -3.0% 23,267 $1.9M
Saranac Partners Ltd 0.62% Add +22.4% 23,180 $1.9M
Alesco Advisors, LLC, An ESL Co 0.04% No change 23,160 $1.9M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -0.1% 23,097 $1.9M
XTX Topco Ltd 0.02% Add +4.6% 22,979 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Add +43.2% 22,958 $1.9M
NBT Bank, N.A. 0.13% No change 22,894 $1.9M
First Foundation Advisors 0.07% Reduce -15.2% 22,813 $1.9M
Rinkey Investments 0.44% Add +29.8% 22,798 $1.9M
Estate Counselors, LLC 0.16% Reduce -5.9% 22,765 $1.9M
Manchester Capital Management LLC 0.24% Add +62.8% 22,720 $1.9M
Centaurus Financial, Inc. 0.07% Add +17.6% 22,673 $1.9M
Vima LLC 1.86% — 22,631 $1.9M
Apollon Financial, LLC 0.22% Add +6.7% 22,586 $1.9M
Millennium Management 0.00% Add +3.5% 22,544 $1.9M
Cambria Investment Management, L.P. 0.09% Add +3.8% 22,349 $1.8M
Agf Management Ltd. 0.01% Add +11.2% 22,240 $1.8M
Archvest Wealth Advisors, Inc. 1.06% Reduce -0.8% 22,194 $1.8M
W1M Asset Management Ltd 0.02% Add +118.2% 22,167 $1.8M
National Philanthropic Trust 0.03% Add +124.5% 21,902 $1.8M
Novak & Powell Financial Services, Inc. 0.85% Add +8.5% 21,825 $1.8M
Gilbert Capital Group, Inc. 1.26% Reduce -31.2% 21,721 $1.8M
North Forty Two & Co. 1.52% Reduce -7.3% 21,617 $1.8M
Virtue Capital Management, LLC 0.24% Reduce -23.0% 21,605 $1.8M
Hobart Private Capital, LLC 0.31% Add +12.0% 21,595 $1.8M
Chicago Partners Investment Group LLC 0.04% Add +0.6% 21,962 $1.8M
Petra Financial Advisors Inc. 0.82% Reduce -5.1% 21,377 $1.8M
Arkadios Wealth Advisors 0.03% Reduce -13.3% 21,260 $1.8M
SHP Wealth Management 0.12% Reduce -97.9% 21,132 $1.7M
VestGen Advisors, LLC 0.05% Reduce -0.1% 21,032 $1.7M
Cibc World Market Inc. 0.00% Add +1.7% 20,793 $1.7M
Clarity Capital Advisors, LLC 0.72% Add +5.4% 20,726 $1.7M
AXS Investments LLC 0.48% New 20,696 $1.7M
Kingsview Wealth Management, LLC 0.02% Add +35.1% 20,673 $1.7M
Steinberganna Wealth Management 0.69% Reduce -3.9% 20,650 $1.7M
Insight Inv LLC 0.80% Reduce -1.9% 20,631 $1.7M
Strategic Investment Advisors / MI 0.10% Add +2.4% 20,521 $1.7M
Firestone Capital Management 0.31% Add +12.2% 20,367 $1.7M
Bath Savings Trust Co 0.17% Reduce -6.2% 20,319 $1.7M
Global Financial Private Client, LLC 0.45% Reduce -1.2% 20,273 $1.7M
Providence First Trust Co 0.47% Add +56.9% 20,255 $1.7M
North Star Investment Management Corp. 0.09% Add +7.5% 19,987 $1.7M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -20.8% 19,884 $1.6M
Cascade Financial Partners, LLC 0.14% Reduce -19.5% 19,725 $1.6M
Forum Private Client Group LLC 0.48% Add +9.9% 19,574 $1.6M
Horizon Financial Services, LLC 0.62% Reduce -29.5% 19,473 $1.6M
Compagnie Lombard Odier SCmA 0.02% Reduce -6.7% 19,431 $1.6M
Christensen, King & Associates Investment Services, Inc. 0.63% Reduce -2.3% 19,313 $1.6M
One Capital Management, LLC 0.04% No change 18,812 $1.6M
Genesee Capital Advisors, LLC 0.49% Add +16.3% 18,788 $1.6M
TBH Global Asset Management, LLC 0.28% Reduce -0.0% 18,511 $1.5M
Naples Global Advisors, LLC 0.09% Add +2.3% 18,497 $1.5M
StoneX Group Inc. 0.06% Reduce -25.6% 18,413 $1.5M
BAM Wealth Management, LLC 0.95% Add +3.6% 18,331 $1.5M
Resona Asset Management Co.,Ltd. 0.01% No change 18,322 $1.5M
First Horizon Corp. 0.06% Add +31.2% 18,253 $1.5M
HighPoint Advisor Group LLC 0.05% Add +21.3% 18,008 $1.5M
Smith, Moore & Co. 0.10% Reduce -3.1% 17,868 $1.5M
Fairview Capital Investment Management, LLC 0.08% Reduce -3.5% 17,794 $1.5M
Summit Wealth Partners, LLC 0.21% Reduce -6.8% 17,474 $1.4M
Wesbanco Bank Inc. 0.04% Add +11.8% 17,371 $1.4M
Bellecapital International Ltd. 0.23% No change 17,321 $1.4M
Tyche Wealth Partners LLC 0.20% No change 17,285 $1.4M
Man Group plc 0.00% New 17,264 $1.4M
Pinnacle Associates Ltd. 0.02% Add +2.7% 17,081 $1.4M
Odyssey Capital Advisors, Inc. 1.01% Reduce -2.9% 17,053 $1.4M
Argent Trust Co 0.04% Add +11.9% 16,778 $1.4M
Hazlett, Burt & Watson, Inc. 0.37% Reduce -0.1% 16,605 $1.4M
Beaird Harris Wealth Management, LLC 0.09% Reduce -4.2% 16,523 $1.4M
IPG Investment Advisors LLC 0.20% No change 16,500 $1.4M
Cunning Capital Partners, LP 0.54% No change 16,200 $1.3M
Southland Equity Partners LLC 0.23% Reduce -2.4% 16,200 $1.3M
Integrity Advisory Solutions, LLC 0.14% Add +27.9% 16,134 $1.3M
Focus Financial Network, Inc. 0.04% Add +261.6% 16,096 $1.3M
Smithfield Trust Co 0.05% Add +51.6% 15,942 $1.3M
Accretive Wealth Partners, LLC 0.32% Add +13.4% 15,915 $1.3M
Novare Capital Management LLC 0.09% Add +1.9% 15,891 $1.3M
Madison Wealth Partners, Inc 0.17% New 15,752 $1.3M
Pines Wealth Management, LLC 0.37% Add +5.2% 15,745 $1.3M
Iams Wealth Management, LLC 0.39% Reduce -0.9% 15,681 $1.3M
Northern Lights Advisors, Inc. 0.70% Reduce -1.2% 15,637 $1.3M
Noesis Capital Mangement Corp. 0.16% Add +11.2% 15,635 $1.3M
Independence Bank of Kentucky 0.15% Reduce -9.6% 15,583 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 15,543 $1.3M
Flagship Harbor Advisors, LLC 0.05% Reduce -8.1% 15,447 $1.3M
Planning Project LLC 0.25% — 15,734 $1.3M
Engineers Gate Manager LP 0.02% New 15,407 $1.3M
Tilia Fiduciary Partners, Inc. 0.60% Reduce -1.5% 15,370 $1.3M
Twele Capital Management, Inc. 0.21% Add +28.5% 15,345 $1.3M
Capital Investment Advisors, LLC 0.02% Add +131.4% 15,243 $1.3M
Werba Rubin Papier Wealth Management 0.15% Add +91.4% 15,206 $1.3M
LeConte Wealth Management, LLC 0.68% Reduce -3.1% 15,203 $1.3M
Stokes Family Office, LLC 0.14% Reduce -2.3% 15,012 $1.2M
WCG Wealth Advisors LLC 0.03% Add +1.3% 14,756 $1.2M
Outlook Wealth Advisors, LLC 0.26% Reduce -5.2% 14,777 $1.2M
SevenBridge Financial Group, LLC 0.18% Reduce -6.4% 14,924 $1.2M
Smithbridge Asset Management Inc. 0.17% Reduce -5.3% 14,677 $1.2M
Cornerstone Wealth Group, LLC 0.07% Reduce -1.1% 14,551 $1.2M
Dearborn Partners LLC 0.07% Reduce -0.7% 14,539 $1.2M
Kagan Cocozza Asset Management 0.74% Add +49.6% 14,312 $1.2M
Brighton Securities Corp. 0.51% Add +8.5% 14,306 $1.2M
Patten Group, Inc. 0.18% Reduce -18.0% 14,267 $1.2M
Alteri Wealth LLC 0.32% Add +3.4% 14,185 $1.2M
GK Wealth Management LLC 0.71% New 14,163 $1.2M
Coppell Advisory Solutions LLC 0.10% New 22,171 $1.2M
GEM Asset Management, LLC 0.45% Reduce -18.1% 13,917 $1.2M
Connecticut Wealth Management, LLC 0.04% Add +1.6% 13,896 $1.1M
Ballast Financial Advisors LLC 1.03% Add +11.9% 13,780 $1.1M
Encompass More Asset Management 0.17% Add +5.2% 13,754 $1.1M
Maia Wealth LLC 0.17% Add +1.9% 13,752 $1.1M
Cedar Point Capital Partners, LLC 0.65% Add +5.4% 13,691 $1.1M
Alerus Financial NA 0.05% Reduce -39.8% 13,657 $1.1M
Independent Wealth Network Inc. 0.29% Add +1.0% 13,602 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.4% 13,592 $1.1M
Cooper Financial Group 0.09% Add +8.9% 13,458 $1.1M
Concord Wealth Partners 0.13% Add +8.8% 13,436 $1.1M
WJ Financial Advisors LLC 0.81% Add +19.9% 13,273 $1.1M
REAP Financial Group, LLC 0.19% Add +2.4% 13,232 $1.1M
Sonata Capital Group Inc. 0.35% Reduce -0.9% 13,160 $1.1M
Silver Oak Advisory Group, Inc. 0.43% Add +0.1% 13,134 $1.1M
Ehrenkranz Partners L.P. 0.63% Add +0.2% 13,111 $1.1M
Ieq Capital, LLC 0.01% Add +47.6% 13,099 $1.1M
Tennessee Valley Asset Management Partners 0.12% Add +10.6% 12,986 $1.1M
Private Trust Co. NA 0.09% Reduce -9.6% 12,979 $1.1M
WFA of San Diego, LLC 0.87% Reduce -7.1% 13,071 $1.1M
Hilltop Holdings Inc. 0.09% Reduce -2.3% 12,855 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -7.0% 12,797 $1.1M
Strategic Blueprint, LLC 0.05% Add +37.0% 12,780 $1.1M
Grandview Asset Management LLC 0.26% Reduce -2.6% 12,701 $1.0M
Choreo, LLC 0.01% Reduce -2.2% 12,667 $1.0M
Petersen Hastings Wealth Advisors Inc. 0.09% Add +7.1% 12,611 $1.0M
Brooklyn FI, LLC 0.19% Add +30.4% 12,668 $1.0M
Nwam LLC 0.05% Reduce -6.5% 12,431 $1.0M
IMA Advisory Services, Inc. 0.06% New 12,428 $1.0M
Orcam Financial Group 0.50% Reduce -1.4% 12,426 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +306.7% 12,417 $1.0M
AlTi Global, Inc. 0.02% No change 12,400 $1.0M
Vanguard National Trust Co 0.06% Add +2.5% 12,391 $1.0M
Vilga Financial Planning LLC 0.77% Add +1.5% 12,373 $1.0M
Trustmark Bank Trust Department 0.06% Add +6.2% 12,353 $1.0M
Mark Sheptoff Financial Planning, LLC 0.54% Reduce -1.1% 12,342 $1.0M
Liberty Capital Management, Inc. 0.18% — 12,327 $1.0M
Legacy Advisors, LLC 0.10% New 12,303 $1.0M
Meridian Financial Advisors, LLC 0.49% Reduce -0.0% 12,301 $1.0M
Inspire Advisors, LLC 0.07% Add +76.0% 12,287 $1.0M
High Net Worth Advisory Group LLC 0.21% Reduce -6.0% 12,234 $1.0M
Silverlake Wealth Management LLC 0.19% Add +4.5% 12,208 $1.0M
Gateway Wealth Partners, LLC 0.06% Reduce -38.3% 12,106 $1.0M
Murphy & Mullick Capital Management Corp 0.61% Reduce -29.1% 11,966 $989K
Granite Islands Private Wealth, LLC 0.73% Add +32.2% 11,912 $985K
Compass Ion Advisors, LLC 0.08% Add +11.6% 11,909 $984K
Stonebridge Financial Group, LLC 0.14% — 11,901 $983K
Westshore Wealth, LLC 0.30% Add +0.6% 11,845 $979K
EverSource Wealth Advisors, LLC 0.03% Reduce -37.2% 11,824 $977K
GWN Securities Inc. 0.16% Add +2.7% 11,779 $974K
Frank, Rimerman Advisors LLC 0.06% No change 11,755 $972K
Venturi Wealth Management, LLC 0.04% Reduce -97.6% 11,729 $969K
Principal Securities, Inc. 0.01% Reduce -93.6% 11,622 $961K
Transamerica Financial Advisors, LLC 0.08% Add +3.0% 11,583 $957K
Spire Wealth Management 0.03% Add +4.0% 11,498 $950K
J. M. Brown & Associates Inc. 0.54% — 11,478 $949K
Olde Wealth Management, LLC 0.27% No change 11,366 $939K
GTS Securities LLC 0.02% Reduce -88.6% 11,344 $938K
Snowden Capital Advisors LLC 0.02% Add +8.7% 11,285 $933K
Greenline Wealth Management LLC 0.76% Add +25.8% 11,145 $921K
Sax Wealth Advisors, LLC 0.04% Add +295.2% 11,054 $915K
Shum Financial Group, Inc. 0.55% Add +4.9% 11,020 $911K
Idaho Trust Co 0.26% Reduce -39.6% 10,939 $904K
Duncker Streett & Co. Inc. 0.15% Add +0.0% 10,938 $904K
TOWER TRUST & INVESTMENT Co 0.55% Add +13.0% 10,923 $903K
Shelter Mutual Insurance Co 0.19% No change 10,917 $902K
Sona Asset Management (us) LLC 0.04% Reduce -98.5% 10,885 $900K
Houlihan Financial Resource Group, Ltd. 0.32% Add +0.0% 10,881 $899K
Venture Visionary Partners LLC 0.02% Reduce -8.9% 10,707 $885K
FC Advisory LLC 0.23% Reduce -7.0% 10,698 $884K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +1.9% 10,682 $883K
Integral Investment Advisors, Inc. 0.19% No change 10,575 $874K
Triumph Capital Management 0.16% Add +13.4% 10,560 $873K
Mission Wealth Management, LP 0.01% Add +2.6% 10,480 $866K
Rooted Wealth Advisors, Inc. 0.21% Reduce -82.8% 10,465 $865K
Hickory Point Bank & Trust 0.52% Add +10.6% 10,455 $864K
Avidian Wealth Enterprises, LLC 0.02% Reduce -1.1% 10,347 $855K
Stablepoint Partners, LLC 0.12% Add +9.3% 10,321 $853K
Legacy Private Trust Co. 0.05% Add +18.4% 10,283 $850K
Collective Family Office LLC 0.17% New 10,177 $841K
Round Rock Advisors LLC 0.11% Reduce -0.9% 10,147 $839K
Cynosure Group, LLC 0.12% Reduce -3.9% 10,049 $830K
Baker Ellis Asset Management LLC 0.09% Reduce -4.8% 10,000 $827K
Amicus Financial Advisors, LLC 0.20% Add +0.0% 9,949 $822K
Kohmann Bosshard Financial Services, LLC 0.07% No change 9,912 $819K
Aspire Private Capital, LLC 0.17% Add +15.1% 9,886 $817K
Wedbush Securities Inc. 0.02% Reduce -17.3% 9,870 $816K
Defined Wealth Management, LLC 0.42% Reduce -12.4% 9,819 $812K
MFA Wealth Services 0.48% Add +1.6% 9,787 $809K
Capital Asset Advisory Services LLC 0.03% Reduce -7.7% 9,759 $807K
International Assets Investment Management, LLC 0.05% Reduce -7.3% 9,784 $804K
Arta Finance Wealth Management LLC 0.34% Add +12.0% 9,763 $804K
Forum Finance Group S.A. 0.29% Add +148.2% 11,941 $798K
Retirement Financial Solutions, LLC 0.19% Add +1.3% 9,548 $789K
Fiduciary Trust Co 0.01% Reduce -1.6% 9,505 $786K
Great Diamond Partners, LLC 0.14% No change 9,500 $785K
Carter Financial Group, INC. 0.41% Add +13.6% 9,490 $784K
Laurel Oak Wealth Management, LLC 0.11% Reduce -18.7% 9,486 $784K
JFS Wealth Advisors, LLC 0.04% Add +0.4% 9,451 $781K
Howard Financial Services, LTD. 0.08% No change 9,447 $781K
Three Bridge Wealth Advisors, LLC 0.20% Add +4.5% 9,442 $780K
Sage Financial Group Inc. 0.04% Add +25.0% 9,339 $772K
Citizens Financial Group Inc. 0.01% Add +188.0% 9,326 $771K
BDFS Capital LLC 0.33% Add +4.8% 9,314 $770K
Zacks Investment Management 0.01% Reduce -6.4% 9,283 $767K
SRH Advisors, LLC 0.20% Add +2.3% 9,278 $767K
Atlas Capital Advisors Inc. 0.08% Add +13.8% 9,264 $766K
IVC Wealth Advisors LLC 0.30% Add +4.4% 9,248 $764K
Objectivity Squared, LLC 0.43% Add +34.1% 9,196 $760K
Astoria Portfolio Advisors LLC. 0.13% Reduce -4.4% 9,181 $759K
Garde Capital, Inc. 0.03% Reduce -1.5% 9,163 $757K
Savvy Advisors, Inc. 0.02% Add +18.6% 9,137 $755K
Strive Financial Group ,LLC 0.33% Reduce -20.8% 9,122 $754K
Interactive Financial Advisors, Inc. 0.46% Add +5.4% 9,105 $751K
Fiduciary Alliance LLC 0.05% Add +22.4% 9,055 $748K
Wallace Advisory Group, LLC 0.70% Add +140.2% 9,052 $748K
Aprio Wealth Management, LLC 0.04% Reduce -8.7% 9,045 $748K
Sweeney & Michel, LLC 0.20% Reduce -2.8% 9,125 $743K
Stash Investments, LLC 0.24% New 8,969 $741K
Valeo Financial Advisors, LLC 0.02% Reduce -2.5% 8,907 $736K
Planning Directions Inc. 0.34% Add +1.2% 8,881 $734K
SBI Securities Co., Ltd. 0.02% Add +11.7% 8,864 $733K
Trilogy Capital Inc. 0.03% Reduce -2.8% 8,856 $732K
Western Wealth Management, LLC 0.02% Add +14.9% 8,796 $727K
Advisors Asset Management, Inc. 0.01% Add +34.1% 8,743 $723K
Perennial Investment Advisors, LLC 0.05% Add +10.4% 8,575 $709K
Steffes Financial, Ltd. 0.31% Add +35.9% 8,572 $708K
Freestone Capital Holdings, LLC 0.02% Add +63.4% 8,563 $708K
Octavia Wealth Advisors, LLC 0.06% Reduce -0.6% 8,560 $707K
First United Bank & Trust 0.20% Add +8.3% 8,554 $707K
Wealthcare Advisory Partners LLC 0.01% Add +5.0% 8,495 $702K
Chase Investment Counsel Corp. 0.15% New 8,483 $701K
Capstone Capital LLC 0.40% Reduce -2.1% 8,480 $701K
Rwa Wealth Partners, LLC 0.01% Reduce -40.6% 8,452 $699K
Synergy Investment Management, LLC 0.17% Add +352.4% 8,524 $695K
Sierra Capital LLC 0.07% New 8,325 $688K
Keener Financial Planning LLC 0.25% Add +9.3% 8,315 $687K
Fullerton Advisors, LLC 0.64% Add +1.1% 8,261 $683K
Carnegie Investment Counsel 0.01% Reduce -80.3% 8,220 $679K
Nicholas Wealth, LLC. 0.37% Add +47.4% 8,161 $674K
Cordatus Wealth Management LLC 0.15% No change 8,137 $673K
Aberdeen Group plc 0.00% No change 8,132 $672K
Ancora Advisors LLC 0.01% Add +5.7% 8,100 $669K
Ritholtz Wealth Management 0.01% Add +223.2% 8,084 $668K
LFA - Lugano Financial Advisors SA 0.40% Add +458.2% 8,044 $665K
Seelaus Asset Management LLC 0.47% Reduce -14.4% 8,027 $663K
MBL Wealth, LLC 0.05% No change 8,000 $661K
BTS Asset Management, Inc. 1.39% New 7,965 $658K
Compass Advisory Group LLC 0.16% Add +0.9% 7,958 $658K
FourThought Financial Partners, LLC 0.05% No change 7,903 $653K
Narus Financial Partners, LLC 0.17% Add +7.9% 7,890 $652K
Mosaic Financial Group, LLC 0.42% Reduce -4.2% 7,859 $650K
Evanson Financial, LLC 0.03% — 7,814 $646K
WestEnd Advisors, LLC 0.01% Reduce -98.9% 7,796 $644K
Vision Capital Management, Inc. 0.07% No change 7,789 $644K
Joel Isaacson & Co., LLC 0.02% Reduce -1.5% 7,762 $642K
Aua Capital Management, LLC 0.30% Reduce -0.3% 7,739 $640K
Brown Advisory Inc. 0.00% Add +25.8% 7,734 $639K
Pennington Partners & Co., LLC 0.20% Reduce -2.5% 7,731 $639K
HUB Investment Partners, LLC 0.01% Add +17.7% 7,728 $639K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -11.7% 7,718 $638K
Condor Capital Management 0.05% Reduce -0.1% 7,704 $637K
Altfest L J & Co. Inc. 0.06% Reduce -0.2% 7,673 $634K
Cascades Capital Asset Management, LLC 0.24% Add +0.6% 7,644 $632K
RFG Advisory, LLC 0.01% Add +45.4% 7,582 $627K
Keystone Financial Group 0.04% Add +5.9% 7,541 $623K
Cary Street Partners Financial LLC 0.01% Add +5.8% 7,538 $623K
Ascent Group, LLC 0.02% Reduce -4.0% 7,501 $620K
Strategic Wealth Partners, Ltd. 0.04% Add +409.9% 7,383 $610K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.4% 7,355 $608K
International Private Wealth Advisors LLC 0.31% No change 7,354 $608K
Harmony Asset Management LLC 0.16% Reduce -9.4% 7,351 $608K
Pinnacle Financial Group, LLC / IL 0.15% Reduce -0.8% 7,345 $607K
Gould Asset Management LLC 0.09% Add +2.4% 7,243 $599K
Investment Advisory Group, LLC 0.13% Reduce -1.9% 7,231 $598K
Fortune Financial Group, Inc. 0.46% Reduce -2.4% 7,146 $591K
Plotkin Financial Advisors, LLC 0.24% Add +7.5% 7,140 $590K
Stableford Capital II LLC 0.20% Add +20.3% 7,082 $585K
Davis R M Inc. 0.01% Add +17.9% 7,075 $585K
RiverGlades Family Offices LLC 0.27% No change 7,062 $584K
Financial Management Professionals, Inc. 0.06% New 7,062 $584K
Indivisible Partners 0.03% Reduce -53.7% 7,010 $579K
Uptick Partners, LLC 0.09% Reduce -0.4% 6,961 $575K
FF Advisors,LLC 0.22% Add +53.7% 6,956 $575K
Norden Group LLC 0.05% Add +3.8% 6,955 $575K
Evolution Wealth Advisors, LLC 0.07% No change 6,940 $574K
Excalibur Management Corp. 0.19% New 6,903 $571K
Integrity Alliance, Llc. 0.02% Reduce -12.7% 6,888 $569K
Valley Wealth Managers, Inc. 0.03% Add +4.2% 6,875 $568K
Archer Investment Management, LLC 0.19% Add +25.1% 6,851 $566K
Jacobi Capital Management LLC 0.03% Reduce -17.6% 6,837 $565K
RMG Wealth Management LLC 0.06% Reduce -26.7% 6,941 $564K
Mason Investment Advisory Services, Inc. 0.02% Add +50.9% 6,816 $563K
Sovereign Financial Group, Inc. 0.09% Add +2.3% 6,755 $558K
Meriwether Wealth & Planning, LLC 0.28% Add +6.1% 6,747 $558K
Calder Financial LLC 0.52% Add +141.8% 6,734 $557K
Baker Tilly Wealth Management, LLC 0.12% Reduce -2.2% 6,728 $556K
Walkner Condon Financial Advisors LLC 0.06% Add +8.1% 6,638 $549K
Sage Capital Management, LLC 0.21% Reduce -5.5% 6,625 $548K
Caitlin John, LLC 0.30% Add +4.9% 6,603 $546K
Clark Asset Management, LLC 0.04% Add +2.5% 6,560 $542K
Axis Wealth Partners, LLC 0.26% Reduce -1.5% 6,487 $536K
Hunter Associates Investment Management LLC 0.06% Add +1.9% 6,488 $536K
Johnson Financial Group, Inc. 0.02% No change 6,474 $535K
WealthCollab, LLC 0.19% Add +1.5% 6,463 $534K
Mullaney, Keating & Wright, Inc. 0.26% Add +0.6% 6,439 $532K
Lake Street Private Wealth, LLC 0.06% Add +1.0% 6,404 $529K
Quantinno Capital Management LP 0.00% Reduce -29.1% 6,372 $527K
Private Capital Management, LLC 0.05% Add +1.8% 6,359 $526K
Security Financial Services, INC. 0.07% Reduce -0.2% 6,319 $522K
Advisor Resource Council 0.17% Add +6.3% 6,331 $522K
Sage Investment Counsel LLC 0.52% Add +5.8% 6,262 $518K
Palouse Capital Management, Inc. 0.34% Reduce -11.3% 6,252 $517K
Transcend Capital Advisors, LLC 0.03% Reduce -13.3% 6,240 $516K
Capital Advantage, Inc. 0.06% Reduce -99.4% 6,200 $512K
Financial Network Wealth Advisors LLC 0.52% Add +16.3% 6,179 $511K
Kovack Advisors, Inc. 0.02% Add +4.1% 6,169 $508K
Empower Advisory Group, LLC 0.00% Reduce -16.5% 6,105 $505K
Gleason Group, Inc. 0.04% New 6,064 $501K
Long Island Wealth Management, Inc. 0.21% Add +0.1% 6,057 $501K
L.K. Benson & Company, P.C. 0.15% Reduce -1.8% 6,054 $500K
Wealth Effects LLC 0.13% Add +5.3% 6,022 $498K
Howard Wealth Management, LLC 0.18% Add +7.7% 6,000 $496K
Mb, Levis & Associates, LLC 0.18% Add +404.5% 5,999 $496K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +24.7% 5,990 $495K
Maseco LLP 0.01% Add +26.3% 5,974 $494K
Trust Co. of Vermont 0.02% — 5,956 $492K
Livet Wealth, LLC 0.28% No change 5,939 $491K
Garden State Investment Advisory Services LLC 0.10% Add +0.1% 5,938 $491K
Seeds Investor LLC 0.05% New 5,895 $487K
Rockwood Wealth Management, LLC 0.03% Reduce -0.1% 5,848 $483K
Tradition Wealth Management, LLC 0.03% Reduce -22.4% 5,823 $481K
Ibex Wealth Advisors 0.04% Reduce -3.9% 5,821 $481K
EFG International AG 0.01% No change 5,794 $479K
Capital Investment Management, Inc. 0.15% Add +1.5% 5,783 $478K
Northstar Financial Companies, Inc. 0.32% No change 5,707 $472K
Pacifica Partners Inc. 0.14% Reduce -11.2% 5,689 $468K
Ameliora Wealth Management Ltd. 0.14% Add +27.0% 5,650 $467K
Alvarez & Marsal Private Wealth Partners, LLC 0.06% No change 5,586 $462K
Argus Investors' Counsel, Inc. 0.35% Add +2.4% 5,535 $457K
Oxinas Partners, LLC 0.18% Add +0.4% 5,516 $456K
Hegarty Advisors, LLC 0.31% Add +32.3% 5,506 $455K
Schmidt P J Investment Management Inc. 0.07% Add +1.9% 5,500 $455K
Falcon Wealth Planning 0.03% Reduce -34.8% 5,500 $455K
TFB Advisors LLC 0.20% Add +6.9% 5,491 $454K
Culbertson A N & Co. Inc. 0.05% Add +3.8% 5,430 $449K
Darrow Company, Inc. 0.17% Reduce -16.2% 5,397 $446K
McAdam, LLC 0.02% Add +53.8% 5,352 $442K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.2% 5,326 $440K
Acorn Wealth Advisors, LLC 0.11% New 5,323 $440K
Sound Income Strategies, LLC 0.02% Reduce -22.4% 5,313 $439K
Founders Financial Securities LLC 0.02% Reduce -15.5% 5,251 $434K
Blue Water Asset Management 0.14% Add +13.4% 5,215 $431K
Balefire, LLC 0.07% Reduce -6.0% 5,209 $431K
Sawyer & Company, Inc 0.14% Add +1.2% 5,192 $429K
Community Financial Services Group, LLC 0.06% No change 5,206 $428K
Fourth Dimension Wealth, LLC 0.13% Reduce -0.7% 5,151 $426K
Centennial Bank 0.14% No change 5,137 $425K
Coastline Trust Co 0.04% Add +4.5% 5,064 $419K
American Trust 0.03% Reduce -4.9% 5,036 $416K
Atticus Wealth Management, LLC 0.10% Reduce -0.2% 5,033 $416K
Allen Capital Group, LLC 0.03% Add +27.9% 5,012 $414K
GenTrust, LLC 0.02% Reduce -37.6% 5,006 $414K
Merkkuri Wealth Advisors LLC 0.26% Add +1.2% 4,999 $413K
Wiser Advisor Group LLC 0.45% Reduce -1.3% 4,966 $410K
Brighton Jones LLC 0.01% Reduce -32.9% 4,959 $410K
Obermeyer Wealth Partners 0.02% Reduce -0.6% 4,935 $408K
Disciplined Investors, L.L.C. 0.20% Add +0.3% 4,932 $408K
Paragon Capital Management Ltd 0.08% Add +5.4% 4,906 $406K
Strategic Financial Concepts, LLC 0.12% Reduce -11.7% 4,880 $403K
Zhang Financial LLC 0.01% No change 4,870 $403K
Allie Family Office LLC 0.15% Reduce -3.9% 4,855 $401K
Compass Capital Corp. /Ma/ 0.13% Reduce -27.1% 4,933 $401K
Fortitude Advisory Group L.L.C. 0.15% Add +66.7% 4,779 $395K
Glen Eagle Advisors, LLC 0.05% Add +306.6% 4,769 $394K
Nalls Sherbakoff Group, LLC 0.28% New 4,769 $394K
UMB Bank, n.a. 0.01% Add +11.3% 4,762 $394K
Evolve Private Wealth, LLC 0.02% Reduce -5.8% 4,732 $391K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.3% 4,713 $390K
BLB&B Advisors, LLC 0.01% Add +48.2% 4,709 $389K
17 Capital Partners, LLC 0.18% Add +21.9% 4,692 $388K
Praetorian Wealth Management, Inc. 0.07% Add +4.4% 4,676 $386K
Sanchez Gaunt Capital Management, LLC 0.21% Add +9.6% 4,658 $385K
Associated Banc-Corp 0.01% Add +45.9% 4,635 $383K
Bedel Financial Consulting, Inc. 0.04% Reduce -7.5% 4,602 $380K
TRB Wealth Management, LLC 0.05% Add +2.9% 4,598 $380K
Sightline Wealth Advisors, LLC 0.14% Reduce -1.1% 4,586 $379K
Nestegg Advisors, Inc. 0.27% Add +1.3% 4,538 $375K
Dynamic Wealth Strategies, LLC 0.20% Add +0.0% 4,524 $374K
Laraway Financial Advisors Inc 0.23% Add +1.2% 4,522 $374K
Conservest Capital Advisors, Inc. 0.03% No change 4,485 $371K
Hayek Kallen Investment Management 0.11% Add +1.6% 4,426 $366K
Axos Invest Inc. 0.27% Reduce -21.3% 4,403 $364K
Greenwood Capital Associates LLC 0.04% No change 4,386 $363K
Godfrey Financial Associates, Inc. 0.28% Reduce -0.9% 4,381 $362K
Valpey Financial Services, LLC 0.22% Add +1.5% 4,376 $362K
Sonoma Allocations LLC 0.11% Add +0.8% 4,368 $359K
Eastern Bank 0.01% Reduce -7.3% 4,330 $358K
Bluedoor Private Wealth, LLC 0.15% No change 4,290 $355K
Summit Global Investments 0.02% Reduce -7.7% 4,268 $353K
Pinkerton Wealth, LLC 0.03% Reduce -1.2% 4,265 $353K
Retiremitten Financial LLC 0.15% Add +3.7% 4,212 $348K
Macro Advisors, Inc. 0.11% Add +1.2% 4,209 $348K
United Advisor Group, LLC 0.04% Add +30.2% 4,178 $345K
BCS Wealth Management 0.06% No change 4,177 $345K
Horizon Investments, LLC 0.00% Reduce -94.3% 4,202 $344K
TD Capital Management LLC 0.03% No change 4,100 $339K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,090 $338K
Two Sigma Securities, LLC 0.03% Reduce -80.2% 4,089 $338K
Enhancing Capital LLC 0.23% Reduce -0.1% 4,081 $337K
Portland Financial Advisors Inc 0.61% Add +6.3% 4,078 $337K
First Merchants Corp. 0.01% Reduce -6.9% 4,075 $337K
Greenleaf Trust 0.00% Reduce -2.7% 4,064 $336K
Grey Fox Wealth Advisors, LLC 0.05% No change 4,064 $336K
Geneos Wealth Management Inc. 0.01% Reduce -4.9% 4,056 $335K
Ti-Trust, Inc. 0.18% Add +16.5% 4,037 $334K
Ceeto Capital Group, LLC 0.09% No change 4,000 $331K
Orleans Capital Management Corp. 0.17% No change 3,982 $329K
Newport Capital Group, LLC 0.18% Add +14.9% 3,958 $327K
Tempus Wealth Planning, LLC 0.06% Reduce -10.0% 3,934 $325K
Objective Capital Management, LLC 0.29% Add +25.8% 3,909 $323K
Eaton-Cambridge Inc. 0.09% Add +0.7% 3,900 $322K
Marble Wealth, LLC 0.05% Add +1.0% 3,888 $321K
One Wealth Capital Management, LLC 0.09% New 3,850 $318K
Silver Oak Securities, Incorporated 0.02% Reduce -3.1% 3,841 $317K
Peak Retirement Planning, Inc. 0.05% Add +5.7% 3,838 $317K
HC Advisors, LLC 0.19% No change 3,828 $316K
Cyndeo Wealth Partners, LLC 0.01% New 3,811 $315K
Iron Gate Global Advisors LLC 0.03% Add +2.7% 3,792 $313K
Black Diamond Financial, LLC 0.03% New 3,792 $313K
Grove Bank & Trust 0.03% No change 3,789 $313K
WealthTrust Axiom LLC 0.07% Add +55.7% 3,778 $312K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.7% 3,771 $312K
Kane Investment Management, Inc. 0.13% Reduce -44.8% 3,758 $311K
Timonier Family Office, LTD. 0.09% — 3,756 $310K
Hanover Advisors Inc. 0.11% Reduce -0.3% 3,740 $309K
SmartHarvest Portfolios, LLC 0.10% Add +1.3% 3,722 $308K
49 Wealth Management, LLC 0.06% New 3,699 $306K
Alongside, LLC 0.06% — 3,699 $306K
Founders Financial Alliance, LLC 0.04% Add +27.9% 3,691 $305K
Franklin Resources Inc. 0.00% Add +0.5% 3,690 $305K
Lutz Financial Services LLC 0.02% Add +2.2% 3,686 $305K
Mustard Seed Financial, LLC 0.16% No change 3,683 $304K
McMill Wealth Management 0.07% Reduce -90.5% 5,094 $304K
Main Street Financial Solutions, LLC 0.02% Add +0.4% 3,656 $302K
Synergy Asset Management, LLC 0.03% Add +10.5% 3,640 $301K
180 Wealth Advisors, LLC 0.03% Add +0.1% 3,622 $299K
Valued Retirements, Inc. 0.27% Add +0.4% 3,611 $298K
FSB Premier Wealth Management, Inc. 0.08% No change 3,597 $297K
Magnolia Capital Advisors LLC 0.05% Reduce -4.3% 3,549 $293K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $291K
Swmg, LLC 0.07% Add +0.1% 3,553 $290K
Boston Trust Walden Corp 0.00% Add +30.2% 3,512 $290K
Future Financial Wealth Managment LLC 0.18% Reduce -34.5% 3,533 $287K
Triad Wealth Partners, LLC 0.02% New 3,514 $285K
Boston Family Office LLC 0.02% No change 3,450 $285K
Security National Bank of Sioux City Iowa 0.12% New 3,425 $283K
Cahaba Wealth Management, Inc. 0.02% Reduce -37.9% 3,420 $283K
Seaview Investment Managers LLC 0.08% Reduce -1.9% 3,418 $283K
Turim 21 Investimentos Ltda. 0.05% No change 3,392 $280K
Argentarii, LLC 0.08% Add +1.3% 3,449 $280K
Cordgrass Capital Advisors, LLC 0.10% Add +23.1% 3,378 $279K
Anson Capital, Inc. 0.18% Add +1.2% 3,316 $274K
Marex Group Ltd 0.00% New 3,282 $271K
YANKCOM Partnership 0.10% No change 3,265 $270K
Guyasuta Investment Advisors Inc. 0.01% Add +34.6% 3,263 $270K
Berger Financial Group, Inc 0.01% Add +0.9% 3,239 $268K
MidFirst Bank 0.02% No change 3,232 $267K
Stephens Group Asset Management, LLC 0.01% Reduce -10.6% 3,208 $265K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -18.6% 3,197 $264K
Wellspring Financial Advisors, LLC 0.02% Reduce -49.9% 3,194 $264K
Integrity Wealth Solutions LLC 0.10% Add +1.2% 3,192 $264K
Vanguard Advisers Inc. 0.00% Add +8.1% 3,178 $263K
Gryphon Financial Partners LLC 0.02% Reduce -37.2% 3,175 $262K
Cordoba Advisory Partners LLC 0.06% No change 3,163 $261K
IRON Financial LLC 0.11% Reduce -3.7% 3,162 $261K
Tru Independence Asset Management 2, LLC 0.14% New 3,159 $261K
Texas Bank & Trust Co 0.09% Add +21.0% 3,138 $259K
Verisail Partners, LLC 0.10% No change 3,120 $258K
Clearstead Advisors, LLC 0.00% Add +65.9% 3,100 $256K
Unique Wealth Strategies, LLC 0.09% New 3,095 $256K
Total Clarity Wealth Management, Inc. 0.05% Reduce -18.3% 3,094 $256K
Wealth Dimensions Group, Ltd. 0.05% No change 3,084 $255K
Creekside Partners 0.09% Add +1.2% 3,083 $255K
Cozad Asset Management Inc. 0.02% Reduce -3.9% 3,077 $254K
Tempo Wealth, LLC 0.04% Reduce -8.5% 3,076 $254K
Valmark Advisers, Inc. 0.00% Reduce -11.7% 3,068 $254K
Azimuth Capital Investment Management LLC 0.01% Reduce -6.1% 3,055 $252K
UNIVEST FINANCIAL Corp 0.01% Reduce -7.9% 3,044 $252K
Compass Financial Group, INC 0.03% Reduce -23.1% 3,033 $251K
Duncan Williams Asset Management, LLC 0.06% New 3,007 $249K
Aegis Wealth Management, Inc. 0.16% Reduce -3.2% 3,003 $248K
Continuum Advisory, LLC 0.02% Reduce -8.5% 3,001 $248K
Minot DeBlois Advisors LLC 0.21% No change 3,000 $248K
Toth Financial Advisory Corp. 0.02% No change 3,000 $248K
Rossmore Private Capital 0.02% No change 2,990 $247K
Performance Wealth Partners, LLC 0.01% Add +0.1% 2,984 $247K
Tranquility Partners, LLC 0.08% No change 2,976 $246K
Twin Peaks Wealth Advisors, LLC 0.06% Add +25.8% 2,942 $243K
Earned Wealth Advisors, LLC 0.02% Reduce -0.2% 2,932 $242K
First Hawaiian Bank 0.03% No change 2,932 $242K
Cutler Investment Counsel LLC 0.02% No change 2,916 $241K
Legacy Wealth Partners, LLC 0.05% Add +12.6% 2,900 $240K
Middleton & Co. Inc. 0.03% No change 2,875 $238K
Nations Financial Group Inc, /Ia/ 0.01% New 2,851 $236K
Security National Bank 0.03% No change 2,850 $236K
Precedent Wealth Partners, LLC 0.04% New 2,826 $234K
Callahan Advisors, LLC 0.02% Add +0.1% 2,824 $233K
Prostatis Group LLC 0.05% Reduce -93.7% 2,821 $233K
PDS Planning, Inc 0.01% Add +7.5% 2,820 $233K
Baskin Financial Services Inc. 0.02% No change 2,793 $231K
Arwa LLC 0.10% Reduce -42.0% 2,822 $231K
Kickstand Ventures, Llc. 0.04% New 2,783 $230K
LFG Wealth Partners, LLC 0.11% New 2,776 $229K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -18.8% 2,770 $229K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -42.8% 2,766 $229K
NorthLanding Financial Partners, LLC 0.16% No change 2,763 $228K
Split Rock Private Trading & Wealth Management, LLC 0.16% Add +3.6% 2,760 $228K
Range Advisory, LLC 0.03% Add +8.3% 2,730 $226K
Impact Partnership Wealth, LLC 0.02% New 2,723 $225K
Plus Group Wealth Advisors LLC 0.21% No change 2,700 $223K
GreatBanc Trust CO 0.14% New 2,700 $223K
Xcelsior Advisor Partners LLC 0.03% New 2,695 $223K
Texas Yale Capital Corp. 0.00% Reduce -14.7% 2,695 $223K
Storen Legacy Partners, LLC 0.06% Reduce -5.2% 2,694 $223K
Moller Wealth Partners 0.04% Reduce -58.0% 2,670 $221K
Sapient Capital LLC 0.00% Reduce -60.1% 2,616 $216K
Mendel Capital Management LLC 0.10% Add +0.5% 2,616 $216K
Valley Forge Investment Consultants Inc. Adv 0.06% Add +1.2% 2,602 $215K
Kwmg, LLC 0.02% New 2,597 $215K
Capital Management Associates, Inc 0.04% Reduce -27.4% 2,592 $214K
TigerOak Management, L.L.C. 0.06% Add +0.1% 2,585 $214K
Donaldson Capital Management, LLC 0.01% New 2,576 $213K
Kanawha Capital Management LLC 0.01% Reduce -0.8% 2,574 $213K
Annex Advisory Services, LLC 0.00% New 2,557 $211K
Madrid Wealth Management, LLC 0.14% No change 2,555 $211K
Sunburst Financial Group, LLC 0.04% Add +0.2% 2,553 $211K
Delta Financial Advisors LLC 0.05% No change 2,550 $211K
Cassaday & Co Wealth Management LLC 0.00% No change 2,549 $211K
HCR Wealth Advisors 0.02% Reduce -3.2% 2,534 $209K
OneAscent Family Office, LLC 0.10% No change 2,510 $207K
ProVise Management Group, LLC 0.01% No change 2,509 $207K
Daymark Wealth Partners, LLC 0.01% Reduce -26.5% 2,503 $207K
Vision Financial Markets LLC 0.18% No change 2,501 $207K
Everest Financial Group LLC 0.03% New 2,500 $207K
Northside Capital Management, LLC 0.02% No change 2,500 $207K
Sfmg, LLC 0.01% No change 2,480 $205K
Gradient Capital Advisors, LLC 0.05% Add +0.1% 2,479 $205K
Victory Financial Group, LLC 0.02% Reduce -1.5% 2,450 $202K
BTG Pactual Asset Management US LLC 0.02% No change 2,444 $202K
SeaCrest Wealth Management, LLC 0.02% Reduce -8.1% 2,438 $202K
Proficio Capital Partners LLC 0.01% New 2,436 $201K
Pinnacle Bancorp, Inc. 0.05% No change 2,406 $199K
Bogart Wealth, LLC 0.01% Add +0.1% 2,403 $199K
Investment Counsel Co. of Nevada 0.35% New 2,295 $190K
Barrett & Company, Inc. 0.05% Add +8.9% 2,158 $178K
Breakwater Investment Management 0.06% No change 2,155 $178K
Federation des caisses Desjardins du Quebec 0.00% No change 2,115 $175K
N.E.W. Advisory Services LLC 0.01% Reduce -0.4% 2,106 $174K
Hantz Financial Services, Inc. 0.00% Add +345.1% 2,092 $173K
Pioneer Family Office, LLC 0.09% New 2,086 $172K
Protective Life Corp. 1.22% Reduce -90.9% 2,070 $171K
Halbert Hargrove Global Advisors, LLC 0.01% No change 2,050 $169K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% New 2,000 $166K
Silicon Valley Capital Partners 0.01% Add +1.2% 1,980 $164K
AdvisorNet Financial, Inc 0.01% Add +11.2% 1,938 $160K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 1,930 $159K
Front Row Advisors LLC 0.05% Reduce -5.9% 1,940 $157K
Capital Investment Advisory Services, LLC 0.01% Add +36.2% 1,873 $155K
Powell Investment Advisors, LLC 0.05% No change 1,820 $150K
Robinswood Financial LLC 0.04% Add +0.5% 1,790 $148K
Smartleaf Asset Management LLC 0.00% No change 1,756 $146K
Capital Advisors, Ltd. LLC 0.01% Add +177.1% 1,754 $145K
Chung Wu Investment Group, LLC 0.09% No change 1,743 $144K
DHJJ Financial Advisors, Ltd. 0.04% Add +1.5% 1,718 $142K
Graney & King, LLC 0.05% Reduce -5.1% 1,683 $139K
Urban Financial Advisory Corp 0.04% Reduce -11.5% 1,672 $138K
Investors Research Corp 0.02% No change 1,597 $132K
Hills Bank & Trust Co 0.01% No change 1,574 $130K
Archer Investment Corp 0.02% Add +10.6% 1,570 $130K
Kilter Group LLC 0.05% Add +12.9% 1,542 $127K
MCF Advisors LLC 0.00% Add +132.7% 1,466 $121K
AlphaCore Capital LLC 0.00% Reduce -27.3% 1,394 $115K
Armstrong Advisory Group, Inc. 0.01% No change 1,382 $114K
BNP Paribas Financial Markets 0.00% Reduce -99.7% 1,382 $114K
JNBA Financial Advisors 0.01% Reduce -15.0% 1,374 $114K
Evolution Advisers, Inc. 0.04% New 1,370 $113K
WealthShield Partners, LLC 0.02% Reduce -44.0% 1,366 $113K
S.A. Mason LLC 0.03% No change 1,310 $108K
Tsfg, LLC 0.01% Add +0.1% 1,300 $107K
CoreCap Advisors, LLC 0.00% Reduce -4.0% 1,261 $104K
Evolution Wealth Management Inc. 0.06% Reduce -1.0% 1,210 $100K
Fairscale Capital, LLC 0.06% No change 1,184 $98K
Cape Investment Advisory, Inc. 0.03% New 1,179 $97K
Ogorek Anthony Joseph /NY/ 0.02% No change 1,132 $93K
Guardian Partners Inc. 0.01% New 1,055 $87K
Trust Co. of Toledo NA 0.01% Add +100.0% 1,050 $87K
Nova Wealth Management, Inc. 0.05% Add +471.4% 1,000 $83K
Chapman Financial Group, LLC 0.05% Add +56.3% 972 $80K
Tompkins Financial Corp. 0.01% Reduce -38.4% 969 $80K
Bernard Wealth Management Corp. 0.03% Reduce -3.7% 967 $80K
Gill Capital Partners, LLC 0.02% New 957 $79K
Timbuktu Capital Management, LLC 0.11% — 900 $74K
Rothschild Investment LLC 0.00% Reduce -0.8% 890 $74K
Consultiva Wealth Management, Corp. 0.15% No change 832 $69K
Smallwood Wealth Investment Management, LLC 0.03% No change 822 $68K
Pillar Financial Advisors, LLC 0.03% No change 805 $67K
Bokf, NA 0.00% No change 798 $66K
Proffitt & Goodson Inc. 0.01% No change 752 $62K
Keating Financial Advisory Services, Inc. 0.01% No change 726 $60K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -87.6% 707 $58K
Truvestments Capital LLC 0.01% Add +777.5% 702 $58K
Vision Retirement, LLC 0.01% Add +1.0% 696 $57K
Tounjian Advisory Partners, LLC 0.02% Reduce -83.1% 692 $57K
Harborfront Financial Group LLC 0.22% — 691 $57K
Orion Capital Management LLC 0.02% No change 677 $56K
GeoWealth Management, LLC 0.00% Reduce -82.4% 676 $56K
Caldwell Trust Co 0.00% Add +12.6% 644 $53K
Trust Co 0.00% No change 624 $52K
Cherry Tree Wealth Management, LLC 0.01% Reduce -30.9% 603 $50K
Delta Asset Management LLC 0.00% Reduce -9.2% 589 $49K
Elevated Capital Advisors, LLC 0.01% No change 553 $46K
Realta Investment Advisors 0.01% New 547 $45K
Vermillion Wealth Management, Inc. 0.01% Reduce -36.3% 538 $45K
Hurley Capital, LLC 0.02% Add +1.1% 533 $44K
Westfuller Advisors, LLC 0.02% Add +1.0% 510 $42K
Gilpin Wealth Management, LLC 0.03% No change 500 $41K
Cullen/Frost Bankers, Inc. 0.00% Reduce -59.5% 492 $41K
Chilton Capital Management LLC 0.00% Reduce -17.0% 487 $40K
Compass Financial Management LLC 0.00% — 484 $40K
Richardson Financial Services Inc. 0.02% Reduce -9.7% 484 $40K
Tradewinds Capital Management, LLC 0.01% Add +4.3% 459 $38K
Salem Investment Counselors Inc. 0.00% No change 454 $38K
Brown Brothers Harriman & Co. 0.00% No change 450 $37K
Allianz SE 0.00% No change 430 $36K
Bayban 0.03% No change 429 $35K
Hilton Head Capital Partners, LLC 0.02% Reduce -25.4% 427 $35K
Ameriflex Group, Inc. 0.01% New 416 $34K
United Financial Planning Group LLC 0.02% Add +0.5% 412 $34K
Signature Equity Partners, LLC 0.02% Reduce -67.8% 410 $34K
HighMark Wealth Management LLC 0.01% New 400 $33K
First Bancorp, Inc 0.01% New 397 $33K
Highline Wealth Partners LLC 0.01% No change 392 $32K
Richards, Merrill & Peterson, Inc. 0.01% Add +6.1% 385 $32K
Wells Financial Advisors INC 0.29% Reduce -44.1% 380 $31K
Tidemark, LLC 0.01% Reduce -38.0% 375 $31K
High Note Wealth, LLC 0.01% No change 372 $31K
Anchor Investment Management, LLC 0.00% Reduce -5.1% 372 $31K
O'shaughnessy Asset Management, LLC 0.00% Reduce -49.5% 370 $31K
Larson Financial Group LLC 0.00% Reduce -41.7% 366 $30K
Monetary Solutions, Ltd 0.03% No change 360 $30K
StrongBox Wealth, LLC 0.01% New 357 $30K
Lazard Asset Management LLC 0.00% New 356 $29K
NBH Bank 0.01% — 341 $28K
Golden State Wealth Management, LLC 0.00% Add +12.8% 335 $28K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 324 $27K
Delos Wealth Advisors, LLC 0.01% Add +78.3% 321 $27K
Silver Grove Financial Group, Inc. 0.01% Reduce -0.9% 313 $26K
Atlatl Advisers LLC 0.01% New 308 $25K
Dunhill Financial, LLC 0.01% Add +44.5% 302 $25K
Southern Michigan Bank & Trust 0.01% Reduce -9.1% 300 $25K
Signaturefd, LLC 0.00% Reduce -33.8% 296 $24K
Register Financial Advisors LLC 0.01% No change 291 $24K
Brown, Lisle/Cummings, Inc. 0.01% No change 278 $23K
Piscataqua Savings Bank 0.01% No change 269 $22K
Indiana Trust & Investment Management Co 0.01% No change 260 $21K
Asset Dedication, LLC 0.00% Reduce -94.3% 249 $21K
Rachor Investment Advisory Services, LLC 0.01% No change 246 $20K
POM Investment Strategies, LLC 0.02% Add +1.3% 242 $20K
ESL Trust Services, LLC 0.00% New 238 $20K
Ares Financial Consulting, LLC 0.01% New 233 $19K
Costello Asset Management, INC 0.01% Add +1.8% 228 $19K
Cambient Family Office, LLC 0.00% No change 226 $19K
Woodard & Co. Asset Management Group Inc. 0.00% No change 225 $19K
Buck Wealth Strategies, LLC 0.00% New 221 $18K
Hoese & Co LLP 0.01% Add +38.0% 218 $18K
Raelipskie Partnership 0.01% No change 215 $18K
Fiduciary Advisors, Inc. 0.01% No change 214 $18K
Colonial Trust Co / SC 0.00% Reduce -31.3% 206 $17K
HM Payson & Co. 0.00% No change 206 $17K
Medallion Wealth Advisors, LLC 0.01% Add +822.7% 203 $17K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -98.9% 202 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 196 $16K
Kings Path Partners LLC 0.00% New 184 $15K
Go Invest LLC 0.00% Add +1.1% 183 $15K
Steph & Co. 0.00% No change 177 $15K
McGuire Capital Advisors Inc. 0.01% No change 175 $14K
Cranbrook Wealth Management, LLC 0.00% No change 174 $14K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
Owl Creek Wealth Partners LLC 0.00% New 136 $11K
Parkside Financial Bank & Trust 0.00% No change 136 $11K
Strategic Wealth Advisors LLC 0.01% No change 138 $11K
Center for Financial Planning, Inc. 0.00% No change 132 $11K
Lodestone Wealth Management LLC 0.00% No change 130 $11K
Kingdom Financial Group LLC. 0.00% Add +200.0% 129 $11K
Ascentis Wealth Management, LLC 0.00% No change 123 $10K
Aventura Private Wealth, LLC 0.00% No change 115 $10K
Tucker Asset Management LLC 0.00% No change 108 $9K
Darwin Wealth Management, LLC 0.00% No change 107 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Strategic Investment Solutions, Inc. 0.00% Add +0.9% 107 $9K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
SJS Investment Consulting Inc. 0.00% Reduce -72.9% 97 $8K
Roble, Belko & Company, Inc 0.00% No change 100 $8K
Cypress Capital Management LLC (WY) 0.01% Reduce -25.0% 90 $7K
Wilkerson Advisory Group LLC 0.00% Reduce -33.3% 88 $7K
SIMA Wealth Partners, LLC 0.00% No change 75 $6K
GAMMA Investing LLC 0.00% Reduce -44.4% 74 $6K
KERR FINANCIAL PLANNING Corp 0.01% No change 73 $6K
EPG Wealth Management LLC 0.00% Reduce -68.0% 62 $5K
USA Financial Formulas 0.00% — 56 $5K
Millstone Evans Group, LLC 0.00% No change 48 $4K
Gables Capital Management Inc. 0.00% New 47 $4K
PlanVest Financial, Inc 0.00% No change 46 $4K
Russell Investments Group, Ltd. 0.00% Add +4100.0% 42 $3K
Measured Wealth Private Client Group, LLC 0.00% No change 42 $3K
MPWM Advisory Solutions, LLC 0.00% No change 38 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -64.4% 37 $3K
Oakworth Capital, Inc. 0.00% New 37 $3K
Valley National Advisers Inc. 0.00% No change 36 $3K
Networth Advisors, LLC 0.00% No change 36 $3K
Downshift Financial, LLC 0.00% New 32 $3K
Bangor Savings Bank 0.00% No change 32 $3K
Salomon & Ludwin, LLC 0.00% No change 30 $2K
Bell Investment Advisors, Inc 0.00% Reduce -19.4% 29 $2K
Eukles Asset Management 0.00% No change 28 $2K
NFSG Corp 0.00% Add +71.4% 24 $2K
Albion Financial Group 0.00% Reduce -80.3% 24 $2K
New Republic Capital, LLC 0.00% No change 23 $2K
GS Investments, Inc. 0.00% No change 22 $2K
Hara Capital LLC 0.00% Reduce -96.2% 20 $2K
Institute for Wealth Management, LLC. 0.00% New 18 $1K
Mechanics Financial Corp 0.00% New 17 $1K
SYM FINANCIAL Corp 0.00% Reduce -71.2% 15 $1K
Pittenger & Anderson Inc. 0.00% New 14 $1K
Cornerstone Planning Group LLC 0.00% Reduce -95.0% 10 $847
Meramec Financial Planners, LLC 0.00% Add +166.7% 8 $651
Align Financial, LLC 0.00% No change 5 $413
BNP Paribas 0.00% Reduce -100.0% 1 $83

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