Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q4 2025 (December 31)
1,441holders +94
92new positions
71sold out
4famous investors
$79.72avg. 13F price*

At the end of Q4 2025, 1,441 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 94 from Q3 2025. 92 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($5.7B), Morgan Stanley ($1.5B) and Prudential PLC ($1.1B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard S/T Corp. Bond ETF
CUSIP
92206C409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$313.4M
Exits71$637.8M

All 13F filers, Q3 2025 → Q4 2025: 22,689,316 shares bought and 16,192,859 shares sold, net +6,496,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,441 holders

Bank of America Corp. 0.41% Add +3.0% 71,249,778 $5.7B
Morgan Stanley 0.09% Add +1.4% 19,425,956 $1.5B
Prudential PLC 8.61% Add +8.6% 13,488,580 $1.1B
Envestnet Asset Management Inc. 0.16% Add +2.8% 6,916,463 $551.4M
Wells Fargo & Company 0.10% Reduce -0.4% 6,313,608 $503.4M
Nepc LLC 9.79% Add +15.0% 5,763,304 $459.5M
UBS Group AG 0.08% Add +1.3% 5,363,895 $427.7M
Barings LLC 7.77% No change 5,108,527 $407.3M
Royal Bank of Canada 0.07% Reduce -5.3% 5,085,942 $405.5M
Raymond James Financial Inc. 0.09% Add +4.1% 3,792,674 $302.4M
Sequoia Financial Advisors, LLC 1.54% Add +4.2% 3,449,814 $275.1M
LPL Financial LLC 0.07% Add +2.0% 3,412,035 $272.0M
Goldman Sachs Group Inc. 0.04% Add +6.2% 3,285,589 $262.0M
Manufacturers Life Insurance Company, The 0.21% Reduce -35.3% 3,217,558 $256.5M
Financial Engines Advisors L.L.C. 0.45% Add +0.6% 2,972,914 $237.0M
Bank of New York Mellon Corp 0.04% Add +5.5% 2,936,182 $234.1M
Mather Group, Llc. 2.21% Add +6.1% 2,691,371 $214.6M
Ameriprise Financial Inc. 0.05% Add +8.3% 2,669,341 $212.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.47% Add +4.0% 2,429,096 $193.7M
Northwestern Mutual Wealth Management Co. 0.11% Add +18.8% 2,243,553 $178.9M
Corient Private Wealth LP 0.23% Add +156.4% 2,157,749 $172.0M
Janney Montgomery Scott LLC 0.38% Add +2.5% 2,100,506 $167.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.10% Add +23.9% 1,979,951 $158.2M
Cerity Partners LLC 0.20% Add +11.9% 1,742,393 $138.9M
Truist Financial Corp. 0.18% Add +2.7% 1,701,641 $135.7M
South Dakota Investment Council 2.49% New 1,638,348 $130.6M
JPMorgan Chase & Co. 0.01% Add +5.7% 1,542,544 $123.0M
WestEnd Advisors, LLC 2.63% Add +1.9% 1,416,513 $112.9M
MAI Capital Management 0.63% Add +28.9% 1,362,424 $108.6M
Focus Partners Wealth 0.12% Add +42.6% 1,355,733 $108.1M
Cetera Investment Advisers 0.11% Add +6.0% 1,255,143 $100.1M
Creative Planning 0.07% Add +9.5% 1,227,371 $97.9M
Stifel Financial Corp. 0.09% Add +21.5% 1,215,114 $96.9M
Oakworth Capital, Inc. 5.13% Add +47.5% 1,177,936 $93.9M
Strategic Financial Services, Inc. 4.30% Add +10.4% 1,166,674 $93.2M
Steele Capital Management, Inc. 3.98% Add +5.3% 1,163,215 $92.7M
Keybank National Association 0.32% Add +3.5% 1,127,354 $89.9M
Farther Finance Advisors, LLC 0.91% Add +18.5% 1,063,335 $84.8M
Bank of Montreal 0.03% Reduce -9.2% 1,032,269 $82.3M
First Financial Bankshares Inc 1.65% Add +3.8% 1,026,042 $81.8M
Cwm, LLC 0.22% Add +163.5% 1,007,033 $80.3M
Hilton Capital Management, LLC 5.96% Reduce -0.6% 992,612 $79.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.9% 980,506 $78.2M
Busey Bank 2.03% Add +6.9% 968,022 $77.2M
Smithfield Trust Co 3.39% Reduce -0.2% 960,454 $76.6M
Stonebridge Capital Advisors LLC 5.25% Add +4.2% 949,785 $75.7M
Modera Wealth Management, LLC 0.84% Reduce -1.9% 913,153 $72.8M
Kohmann Bosshard Financial Services, LLC 6.41% Add +8.0% 881,142 $70.3M
Rockbridge Investment Management, LCC 6.52% Add +8.3% 879,717 $70.1M
RiverFront Investment Group, LLC 1.14% Add +0.7% 870,638 $69.4M
Resonant Capital Advisors, LLC 3.78% Add +4.9% 863,328 $68.8M
EP Wealth Advisors, LLC 0.35% — 850,025 $67.8M
Baird Financial Group, Inc. 0.11% Add +23.6% 849,724 $67.7M
Valeo Financial Advisors, LLC 1.50% Add +2.5% 882,829 $67.3M
Osaic Holdings, Inc. 0.10% Add +4.8% 822,535 $65.6M
BlueSky Wealth Advisors, LLC 8.64% Add +6.8% 822,153 $65.6M
Beacon Investment Advisory Services, Inc. 2.67% Add +11.8% 821,288 $65.5M
Lutz Financial Services LLC 4.44% Add +9.9% 819,525 $65.3M
DAVENPORT & Co LLC 0.35% Add +1.0% 818,555 $65.3M
Quantum Financial Planning Services, Inc. 23.35% Add +3.0% 808,104 $64.4M
Mariner, LLC 0.07% Add +2.0% 780,501 $62.2M
Commonwealth Equity Services, LLC 0.08% Reduce -8.0% 775,950 $61.9M
Rockefeller Capital Management L.P. 0.10% Add +32.1% 731,349 $58.3M
Bartlett & Co. Wealth Management LLC 0.74% Reduce -0.8% 710,963 $56.7M
Benjamin Edwards Inc. 0.60% Add +5.7% 685,058 $54.6M
North Star Investment Management Corp. 3.33% Add +9.0% 663,614 $52.9M
Victory Capital Management Inc. 0.03% Add +0.3% 662,912 $52.9M
Retirement Systems of Alabama 0.17% Reduce -1.9% 661,825 $52.8M
Capital Investment Services of America, Inc. 4.93% Add +1.4% 654,689 $52.2M
Principal Financial Group Inc. 0.03% Reduce -21.1% 642,407 $51.2M
Barclays PLC 0.02% Add +3278.1% 633,761 $50.5M
TD Private Client Wealth LLC 1.08% Reduce -4.7% 633,324 $50.5M
Liquid Strategies, LLC 10.96% Reduce -2.8% 631,652 $50.4M
Eaton-Cambridge Inc. 16.18% Add +7.9% 618,534 $49.3M
First National Bank & Trust Co. of Newtown 8.97% Reduce -1.1% 614,077 $49.0M
HighTower Advisors, LLC 0.05% Add +8.0% 608,850 $48.5M
Exchange Traded Concepts, LLC 0.40% Add +18.1% 607,216 $48.4M
Mercer Global Advisors Inc. 0.07% Reduce -0.8% 603,041 $48.1M
Trans-Canada Capital Inc. 2.77% No change 603,024 $48.1M
Proffitt & Goodson Inc. 6.62% Add +7.1% 593,862 $47.3M
Stephens Inc. 0.57% Reduce -4.8% 576,507 $46.0M
BCK Partners, Inc. 23.87% Add +3.5% 554,016 $44.2M
William Mack & Associates, Inc. 20.44% Add +13.6% 544,662 $43.4M
John A. Wolfe & Associates, Inc. 23.38% — 543,043 $43.3M
Ami Investment Management Inc. 9.44% Add +8.2% 526,912 $42.0M
BNP Paribas Financial Markets 0.03% Reduce -6.3% 518,534 $41.3M
Johnson Bixby & Associates, LLC 5.07% Add +16.6% 512,807 $40.9M
Zurich Insurance Group Ltd 0.28% No change 512,721 $40.9M
Franklin Resources Inc. 0.01% Add +3.5% 510,154 $40.7M
MML Investors Services, LLC 0.10% Add +3.6% 505,068 $40.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +10.5% 493,398 $39.4M
Allen Investment Management, LLC 0.44% Add +3.1% 494,036 $39.4M
Patriot Investment Management Group, Inc. 2.49% Add +3.2% 492,687 $39.3M
FIDELIS iM, LLC 14.91% Add +325.1% 481,717 $38.4M
Wealthspire Advisors, LLC 0.30% Add +9.4% 465,783 $37.1M
Aptus Capital Advisors, LLC 0.31% Add +2.6% 456,427 $36.4M
Bank of Nova Scotia 0.05% Reduce -33.3% 453,278 $36.1M
Efficient Advisors, LLC 2.07% Add +1.4% 444,994 $35.5M
Sunburst Financial Group, LLC 7.13% Add +2.6% 441,743 $35.2M
American Money Management, LLC 5.50% Add +4.1% 438,852 $35.0M
Cypress Financial Planning LLC 9.51% Add +25.2% 426,252 $34.0M
American Financial Advisors, LLC 4.35% Add +1.8% 422,689 $33.7M
Allworth Financial LP 0.14% Add +2.4% 418,714 $33.4M
Quaker Wealth Management, LLC 10.44% Add +0.8% 413,405 $33.0M
Marks Wealth, LLC 10.97% New 411,182 $32.8M
Fischer Financial Services, Inc. 8.66% Add +2.4% 410,608 $32.7M
iA Global Asset Management Inc. 0.42% Add +1.8% 410,279 $32.7M
1834 Investment Advisors Co. 4.08% Add +4.3% 407,772 $32.5M
Old National Bancorp 0.54% Add +5.9% 405,781 $32.4M
Exencial Wealth Advisors, LLC 1.02% Add +2.6% 405,068 $32.3M
Rothschild Wealth LLC 3.08% Add +6415.6% 401,558 $32.0M
Goodman Financial Corp 5.97% Add +9.3% 395,312 $31.5M
Apella Capital, LLC 0.62% Add +7.4% 394,423 $31.4M
Cambridge Investment Research Advisors, Inc. 0.08% Add +3.5% 394,072 $31.4M
Neuberger Berman Group LLC 0.02% Reduce -0.1% 393,283 $31.4M
Adaptive Financial Consulting, LLC 12.09% Reduce -0.6% 389,790 $31.1M
Wolff Financial Management LLC 6.91% Add +4.9% 385,423 $30.7M
Montis Financial, LLC 6.03% Add +6.4% 382,664 $30.5M
Zhang Financial LLC 1.14% Add +9.0% 382,608 $30.5M
Howard Capital Management Group, LLC 1.86% Reduce -0.1% 369,869 $29.5M
White Lighthouse Investment Management Inc. 4.07% Add +3.7% 365,920 $29.2M
Albion Financial Group 1.76% Add +1.1% 354,987 $28.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +3.8% 352,796 $28.1M
&partners 0.15% Reduce -0.1% 347,658 $27.7M
Waverly Advisors, LLC 0.22% Reduce -0.6% 338,884 $27.0M
Bath Savings Trust Co 2.69% Reduce -0.9% 338,426 $27.0M
Howe & Rusling Inc. 1.78% Add +8.5% 338,156 $27.0M
McCarthy Asset Management, Inc. 13.96% New 335,478 $26.7M
Captrust Financial Advisors 0.05% Reduce -4.6% 330,128 $26.3M
Towneley Capital Management, Inc / DE 5.50% Add +1.2% 326,904 $26.1M
Tower Research Capital LLC (TRC) 0.63% Add +112.8% 324,897 $25.9M
State of Wisconsin Investment Board 0.06% No change 324,000 $25.8M
Baskin Financial Services Inc. 1.89% Add +1.1% 314,250 $25.1M
Kestra Private Wealth Services, LLC 0.31% Add +0.4% 311,101 $24.8M
Hardy Reed LLC 1.76% Add +20.3% 310,054 $24.7M
Graves Light Lenhart Wealth, Inc. 2.62% Add +5.3% 309,395 $24.7M
HRT Financial LP 0.08% New 309,262 $24.7M
Creative Financial Designs Inc. 1.55% Add +23.2% 308,422 $24.6M
Coyle Financial Counsel LLC 5.16% Add +3.7% 302,588 $24.1M
Leonard Rickey Investment Advisors P.L.L.C. 4.36% Reduce -18.7% 302,157 $24.1M
Wescott Financial Advisory Group, LLC 2.10% Reduce -1.2% 302,121 $24.1M
Rodgers & Associates, LTD 2.43% Add +10.4% 301,520 $24.0M
JBGlobal.com LLC 29.72% Add +4.9% 296,123 $23.6M
CIBC Private Wealth Group LLC 0.04% Reduce -0.5% 292,300 $23.3M
Pittenger & Anderson Inc. 0.89% Add +7.8% 290,949 $23.2M
Beacon Financial Strategies CORP 12.84% Add +1.3% 288,512 $23.0M
BCS Wealth Management 2.32% Add +128.0% 288,032 $23.0M
Thrivent Financial for Lutherans 0.04% Add +80.6% 286,134 $22.8M
Longview Financial Advisors LLC 12.52% Add +1.8% 284,764 $22.7M
Market Street Wealth Management Advisors LLC 3.51% Add +4.4% 282,748 $22.5M
ShankerValleau Wealth Advisors, Inc. 6.10% Add +5.7% 282,239 $22.5M
Beacon Pointe Advisors, LLC 0.16% Reduce -1.3% 281,622 $22.5M
Maryland Capital Advisors Inc. 7.57% Reduce -0.4% 280,664 $22.4M
WBH Advisory Inc. 1.61% Add +7.3% 273,520 $21.8M
Trustmark Bank Trust Department 1.37% Add +2.2% 271,827 $21.7M
Rialto Wealth Management, LLC 5.12% Add +13.3% 268,609 $21.4M
WESCAP Management Group, Inc. 4.32% Add +20.7% 267,565 $21.3M
Kwmg, LLC 1.80% Add +3.6% 262,254 $20.9M
Bear Mountain Capital, Inc. 6.71% Add +0.6% 260,660 $20.8M
VSM Wealth Advisory, LLC 6.21% Add +19914.7% 259,590 $20.7M
AAFMAA Wealth Management & Trust LLC 8.07% Reduce -37.6% 258,316 $20.6M
Unison Advisors LLC 1.80% Add +3.5% 257,919 $20.6M
Greenspring Advisors, LLC 1.26% Add +595.7% 256,891 $20.5M
Fisher Asset Management 0.01% Reduce -16.7% 254,475 $20.3M
First National Trust Co 0.68% Add +6.1% 254,341 $20.3M
Firestone Capital Management 4.29% Add +7.4% 253,926 $20.2M
Alerus Financial NA 0.99% New 253,508 $20.2M
Matrix Trust Co 3.26% Add +1.1% 247,837 $19.8M
Gould Asset Management LLC 3.48% Add +10.9% 246,337 $19.6M
Paulson Wealth Management Inc. 4.53% Add +13.7% 245,899 $19.6M
Hiley Hunt Wealth Management 8.68% Add +13.6% 243,222 $19.4M
EverSource Wealth Advisors, LLC 0.70% Add +1.7% 238,835 $19.0M
Farmers & Merchants Investments Inc. 0.53% Add +14.4% 238,760 $19.0M
Marion Wealth Management 4.21% Add +4.0% 236,999 $18.9M
Essex LLC 3.28% Reduce -18.9% 232,201 $18.5M
Northwest Bancshares, Inc. 3.55% Reduce -36.5% 230,635 $18.4M
NewEdge Advisors, LLC 0.07% Reduce -2.6% 230,028 $18.3M
Integrity Advisory Solutions, LLC 2.63% Reduce -1.4% 229,363 $18.3M
MassMutual Private Wealth & Trust, FSB 0.47% Reduce -1.4% 228,878 $18.2M
Employees' Retirement Fund of the City of Fort Worth 8.07% Reduce -14.8% 226,264 $18.0M
Comerica Bank 0.07% Reduce -8.5% 226,086 $18.0M
Mason & Associates Inc 3.35% Add +7.8% 223,426 $17.8M
Wealth Management Nebraska 2.03% Add +2.1% 223,101 $17.8M
Dynamic Advisor Solutions LLC 0.57% Add +2.0% 221,157 $17.6M
Principal Securities, Inc. 0.27% Add +18.1% 220,883 $17.6M
Hassell Wealth Management, LLC 5.88% Add +3.2% 220,574 $17.6M
Beese Fulmer Investment Management, Inc. 1.14% Add +15.8% 219,043 $17.5M
Whelan Financial 5.44% Add +2.3% 218,538 $17.4M
Wealthspire Retirement, LLC 1.05% Add +6.3% 215,866 $17.2M
TL Private Wealth 6.53% Add +2.3% 212,662 $17.0M
Rakuten Investment Management, Inc. 0.06% No change 210,559 $16.8M
Curbstone Financial Management Corp 3.22% Add +3.4% 210,916 $16.8M
Stone Summit Wealth LLC 4.49% Add +19.6% 207,820 $16.6M
Patten & Patten Inc. 0.97% Add +7.0% 207,776 $16.6M
Foundation Wealth Management, LLC\PA 5.92% Add +23.4% 204,785 $16.3M
Horizon Investment Services, LLC 5.80% Add +12.7% 202,098 $16.1M
E&R Wealth Management, LLC 16.71% — 200,769 $16.0M
Vise Technologies, Inc. 0.31% Add +12.4% 198,730 $15.8M
Orion Porfolio Solutions, LLC 0.12% Add +29.7% 197,659 $15.8M
Forbes Financial Planning, Inc. 9.07% Add +16.6% 194,538 $15.5M
Asio Capital, LLC 2.18% Add +4.6% 193,633 $15.4M
NorthCoast Asset Management LLC 0.34% Reduce -43.3% 193,488 $15.4M
Private Advisor Group, LLC 0.07% Reduce -1.7% 192,687 $15.4M
OneDigital Investment Advisors LLC 0.15% Add +4.8% 192,633 $15.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 192,062 $15.3M
Asset Management Group, Inc. 2.47% Reduce -5.0% 191,535 $15.3M
RFG Advisory, LLC 0.28% Add +2.0% 184,729 $14.7M
Staley Capital Advisers Inc. 0.60% Add +8.4% 183,978 $14.7M
Tandem Wealth Advisors LLC 6.55% Add +4.9% 183,383 $14.6M
United Services Automobile Association 0.92% Reduce -0.6% 182,553 $14.6M
Twele Capital Management, Inc. 2.60% Add +4.1% 182,265 $14.5M
International City Management Association Retirement Corp 7.35% No change 181,600 $14.5M
Florida Trust Wealth Management Co 0.40% Add +43.8% 181,509 $14.5M
Alliancebernstein L.P. 0.00% Add +1.5% 179,646 $14.3M
Level Financial Advisors 3.78% Add +6.3% 179,485 $14.3M
Union Bancaire Privee, UBP SA 0.17% Reduce -3.6% 179,019 $14.3M
Stordahl Capital Management, Inc. 2.93% Add +2.5% 178,404 $14.2M
MIdWestOne Financial Group, Inc. 1.58% Add +34.6% 178,381 $14.2M
Capital Group Private Client Services, Inc. 0.23% No change 178,161 $14.2M
Cordant, Inc. 5.96% Reduce -2.7% 178,144 $14.2M
Valmark Advisers, Inc. 0.18% Add +8.8% 178,120 $14.2M
Fairview Capital Investment Management, LLC 0.73% Add +0.5% 177,736 $14.2M
Lighthouse Financial LLC 9.16% Add +3.5% 175,877 $14.0M
Mustard Seed Financial, LLC 8.79% Add +14.9% 175,412 $14.0M
Compass Advisory Group LLC 3.71% Add +13.6% 172,049 $13.7M
Gradient Capital Advisors, LLC 3.53% Add +7.4% 171,922 $13.7M
Prudential Financial Inc. 0.02% Add +3.8% 169,275 $13.5M
Seaside Wealth Management, Inc. 3.85% Add +14.7% 169,053 $13.5M
Grey Fox Wealth Advisors, LLC 2.74% Reduce -6.7% 168,131 $13.4M
Shufro Rose & Co. LLC 0.89% Add +16.4% 163,805 $13.1M
Parallel Advisors, LLC 0.24% Reduce -0.5% 161,861 $13.0M
Mesirow Financial Investment Management, Inc. 0.27% Reduce -55.9% 162,219 $12.9M
Urban Financial Advisory Corp 5.04% Add +0.4% 160,831 $12.8M
Grove Bank & Trust 1.44% Add +3.0% 160,271 $12.8M
Axxcess Wealth Management, LLC 0.22% Add +100.6% 157,872 $12.6M
TAGStone Capital, Inc. 4.67% Add +15.3% 157,212 $12.5M
Savant Capital, LLC 0.07% Add +146.8% 157,209 $12.5M
Osborne Partners Capital Management, LLC 0.65% Add +0.4% 157,207 $12.5M
Factor Wealth Management LTD 2.68% Add +12.0% 155,797 $12.4M
Twin Cities Retirement Group LLC 11.92% — 154,963 $12.4M
Montag A & Associates Inc. 0.56% Reduce -2.2% 153,517 $12.2M
49 Wealth Management, LLC 1.00% Add +102.7% 153,489 $12.2M
Kestra Advisory Services, LLC 0.05% Add +184.8% 150,640 $12.0M
Capstone Capital LLC 7.80% Add +7.2% 150,484 $12.0M
DecisionPoint Financial, LLC 2.59% Add +6.8% 147,509 $11.8M
World Investment Advisors 0.19% Add +13.6% 146,958 $11.7M
Pinnacle Financial Partners, Inc. 0.09% — 146,684 $11.7M
NorthRock Partners, LLC 0.20% New 146,493 $11.7M
Napier Financial, LLC 2.90% — 145,683 $11.6M
Van Strum & Towne Inc. 3.24% Reduce -4.1% 145,240 $11.6M
NewEdge Wealth, LLC 0.13% Reduce -12.6% 144,572 $11.5M
Providence First Trust Co 3.99% Add +4.6% 144,509 $11.5M
United Capital Financial Advisors, LLC 0.07% Reduce -1.0% 143,886 $11.5M
Peddock Capital Advisors, LLC 2.38% Add +36.4% 142,478 $11.4M
Chesapeake Wealth Management 3.37% Add +3.6% 141,853 $11.3M
Sanctuary Advisors, LLC 0.06% Add +40.6% 141,756 $11.3M
Roundview Capital LLC 0.69% Add +3.0% 140,465 $11.2M
Pointe Capital Management LLC 5.50% Add +14.1% 138,970 $11.1M
First American Trust, FSB 0.76% Reduce -31.8% 138,343 $11.0M
Platt Investment Counsel, LLC 8.13% Add +1.2% 137,917 $11.0M
Finhabits Advisors LLC 10.26% — 137,124 $10.9M
Cherry Tree Wealth Management, LLC 2.30% Add +0.2% 136,840 $10.9M
Sage Financial Management Group, Inc. 3.33% Add +2.6% 136,603 $10.9M
Investments & Financial Planning, LLC 5.83% Add +57.3% 136,284 $10.9M
Checchi Capital Advisers, LLC 0.73% Add +1.3% 134,584 $10.7M
Condor Capital Management 0.86% Add +0.8% 133,534 $10.6M
Magnus Financial Group LLC 0.81% Add +5.1% 132,857 $10.6M
Robertson Stephens Wealth Management, LLC 0.29% Add +1.2% 130,975 $10.4M
SouthState Bank Corp 0.46% Add +0.2% 129,136 $10.3M
Integrated Advisors Network LLC 0.45% Add +3.8% 128,845 $10.3M
Fifth Third Securities, Inc. 0.67% Reduce -2.3% 127,633 $10.2M
Minot DeBlois Advisors LLC 9.10% Add +5.4% 127,127 $10.1M
Vista Investment Management 3.33% Add +7.3% 126,335 $10.1M
Dagco, Inc. 2.31% Add +5600.4% 125,409 $10.0M
Powers Advisory Group, LLC 3.74% Add +8.5% 124,622 $9.9M
Disciplined Investments, LLC 3.77% Add +3.5% 123,096 $9.8M
Asset Advisory Group, Inc. 4.88% — 122,613 $9.8M
Milestone Investment Advisors LLC 2.31% Add +5.7% 119,896 $9.6M
Hurlow Wealth Management Group, Inc. 2.34% Add +7.5% 119,697 $9.5M
Conrad Siegel Investment Advisors, Inc. 1.80% Add +72.7% 119,279 $9.5M
AA Financial Advisors, LLC 1.75% Add +47.4% 118,896 $9.5M
Leavell Investment Management, Inc. 0.39% Add +3.2% 118,655 $9.5M
Leading Edge Financial Planning LLC 2.15% Add +11.3% 118,535 $9.5M
Luminvest Wealth Management LLC 2.61% Add +17.3% 118,128 $9.4M
Private Management Group Inc. 0.27% Reduce -13.0% 117,463 $9.4M
Whitegate Investment Counselors, Inc. 2.91% Add +5.6% 116,868 $9.3M
Oakwell Private Wealth Management, LLC 1.73% Add +8.4% 116,169 $9.3M
IMZ Advisory Inc 3.36% Add +3.7% 115,003 $9.2M
Wealthspan Partners, LLC 3.33% Add +23.7% 114,865 $9.2M
Fort Vancouver Investment Management, LLC 4.86% Add +2.2% 113,995 $9.1M
NBT Bank, N.A. 0.59% Reduce -0.0% 3,401 $9.1M
Pure Financial Advisors, LLC 0.14% Add +14.6% 113,405 $9.0M
Goldstone Financial Group, LLC 1.00% Add +3.7% 112,279 $9.0M
Curtis Advisory Group, LLC 1.88% Add +8.1% 112,152 $8.9M
Madison Asset Management, LLC 0.10% Reduce -14.8% 111,584 $8.9M
Citigroup Inc. 0.01% Add +1.8% 110,778 $8.8M
WASHINGTON TRUST Co 0.29% Reduce -0.6% 110,174 $8.8M
CWA Asset Management Group, LLC 0.32% Reduce -25.2% 109,957 $8.8M
Atlantic Edge Private Wealth Management, LLC 2.18% Reduce -3.5% 109,803 $8.8M
SpringVest Wealth Management LLC 6.04% Reduce -0.8% 108,719 $8.7M
Bryn Mawr Trust Advisors, LLC 0.42% Add +14.9% 108,632 $8.7M
ETF Portfolio Partners, Inc. 2.20% Add +1.1% 107,171 $8.5M
Telos Capital Management, Inc. 0.79% Add +5.8% 106,220 $8.5M
Orser Capital Management, LLC 4.78% Add +15.6% 106,060 $8.5M
Kensington Asset Management, LLC 0.43% New 104,498 $8.3M
Quattro Financial Advisors LLC 2.45% Add +0.0% 102,982 $8.2M
Prospera Financial Services Inc 0.13% Add +2.1% 101,948 $8.1M
Certified Advisory Corp 0.74% Add +4.8% 101,311 $8.1M
Sumitomo Mitsui Financial Group, Inc. 0.14% Add +11.6% 100,653 $8.0M
Sigma Planning Corp 0.22% Add +1.9% 100,207 $8.0M
OneAscent Financial Services LLC 0.72% Reduce -31.5% 97,906 $7.8M
Harbour Trust & Investment Management Co 0.80% Add +2.2% 97,765 $7.8M
Jones Financial Companies LLLP 0.00% Add +43.0% 96,925 $7.7M
Virtus Family Office LLC 6.65% Add +15.2% 96,746 $7.7M
Trellis Wealth Advisors LLC 3.01% Add +15.8% 96,651 $7.7M
Sigma Investment Counselors Inc. 0.39% Add +2.1% 95,664 $7.6M
Rossmore Private Capital 0.67% Add +14.5% 94,538 $7.5M
Verdence Capital Advisors LLC 0.45% Add +5.2% 94,323 $7.5M
McMill Wealth Management 2.11% Reduce -1.3% 93,998 $7.5M
Montecito Bank & Trust 1.18% Reduce -8.1% 93,042 $7.4M
Meridian Wealth Management, LLC 0.26% Add +14.2% 92,336 $7.4M
Financial Plan, Inc. 0.84% — 92,256 $7.4M
Metropolitan Life Insurance Co 2.21% Reduce -12.1% 91,419 $7.3M
Sharper & Granite LLC 2.56% Add +1.8% 91,185 $7.3M
Mountain Pacific Investment Advisers LLC 1.18% Reduce -0.4% 91,125 $7.3M
Blair William & Co. 0.02% Add +256.2% 90,675 $7.2M
BlackRock, Inc. 0.00% Reduce -67.4% 90,465 $7.2M
Cliffwater LLC 1.51% No change 90,207 $7.2M
Professional Advisory Services Inc. 0.84% Add +1.6% 89,693 $7.2M
Parsons Capital Management Inc. 0.39% Add +33.1% 89,544 $7.1M
DDD Partners, LLC 0.45% Add +8.7% 88,742 $7.1M
Ameritas Investment Partners, Inc. 0.21% Add +7.4% 87,925 $7.0M
W.H. Cornerstone Investments Inc. 4.20% Reduce -0.9% 87,306 $7.0M
Renaissance Technologies 0.01% Reduce -90.3% 87,145 $6.9M
Mgo One Seven LLC 0.14% Add +0.8% 87,008 $6.9M
Boston Family Office LLC 0.44% Reduce -1.9% 86,967 $6.9M
Glenview Trust Co 0.11% Add +3.9% 86,586 $6.9M
Cascade Wealth Advisors, Inc 3.18% Add +23.0% 86,274 $6.9M
First Horizon Corp. 0.31% Add +108.0% 85,870 $6.8M
Addison Capital Co 1.71% Add +8.8% 85,760 $6.8M
Tide Cove Capital Partners LLC 4.63% Add +8.7% 83,941 $6.7M
Summit Financial, LLC 0.10% Reduce -2.0% 83,794 $6.7M
Florin Court Capital LLP 9.23% Reduce -11.4% 83,104 $6.6M
Perennial Advisors, LLC 1.10% Add +1.9% 82,642 $6.6M
Integrity Investment Advisors, LLC 3.61% Add +26.6% 82,251 $6.6M
Equita Financial Network, Inc. 1.97% Add +11.6% 81,839 $6.5M
First National Bank of Omaha 0.19% New 81,715 $6.5M
Balance Wealth Partners LLC 2.08% Reduce -41.7% 81,451 $6.5M
Perigon Wealth Management, LLC 0.12% Add +4.3% 81,406 $6.5M
Catalyst Capital Advisors LLC 0.13% No change 81,223 $6.5M
Oppenheimer & Co. Inc. 0.09% Add +0.5% 80,970 $6.5M
Hobart Private Capital, LLC 1.26% Add +10.9% 80,885 $6.4M
Studio Investment Management LLC 1.17% Add +2.0% 80,549 $6.4M
D.A. Davidson & Co. 0.04% Add +5.4% 80,183 $6.4M
Transamerica Financial Advisors, LLC 0.53% Reduce -10.5% 80,083 $6.4M
Two Sigma Securities, LLC 0.87% New 78,934 $6.3M
Bedel Financial Consulting, Inc. 0.67% Add +42.7% 77,550 $6.2M
Grand Wealth Management, LLC 2.78% Add +16.9% 77,026 $6.1M
Galvin, Gaustad & Stein, LLC 0.49% Reduce -0.4% 76,971 $6.1M
Kraft, Davis & Associates, LLC 1.36% Add +616.5% 76,141 $6.1M
Sand Hill Global Advisors, LLC 0.21% No change 76,186 $6.1M
Agf Management Ltd. 0.03% Reduce -2.0% 74,615 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +3.8% 74,425 $5.9M
Black Diamond Financial, LLC 0.62% Reduce -4.4% 73,794 $5.9M
Strategic Wealth Advisors LLC 5.03% — 73,769 $5.9M
Wealthfront Advisers LLC 0.01% Add +19.4% 73,490 $5.9M
Guyasuta Investment Advisors Inc. 0.33% No change 73,311 $5.8M
Arrow Financial Corp 0.58% Add +9.2% 73,115 $5.8M
Christine Messmer PC 3.77% — 72,596 $5.8M
Scotia Capital Inc. 0.02% Add +6.0% 72,249 $5.8M
Arkos Global Advisors 0.73% Reduce -27.5% 71,327 $5.7M
Anchor Capital Advisors LLC 0.16% Add +0.5% 71,089 $5.7M
Koshinski Asset Management, Inc. 0.37% Add +7.5% 71,056 $5.7M
Fca Corp. 1.59% Add +1.6% 70,783 $5.6M
Larson Financial Group LLC 0.19% Reduce -9.4% 70,725 $5.6M
Bar Harbor Wealth Management 0.32% Add +1.8% 70,337 $5.6M
Choreo, LLC 0.07% Reduce -37.9% 70,052 $5.6M
Clearstead Advisors, LLC 0.07% Add +392.5% 70,102 $5.6M
Everett Harris & Co. 0.07% Reduce -24.7% 69,930 $5.6M
Harbour Investments, Inc. 0.11% Add +2.6% 69,905 $5.6M
Evergreen Capital Management LLC 0.12% Reduce -6.8% 69,900 $5.6M
Traub Capital Management LLC 5.36% Reduce -1.4% 69,842 $5.6M
Oak Harvest Investment Services 0.60% Add +17.0% 69,417 $5.5M
Whittier Trust Co. 0.06% Reduce -9.3% 69,138 $5.5M
Phoenix Financial Ltd. 0.06% Add +0.1% 69,087 $5.5M
FineMark National Bank & Trust 0.17% Reduce -0.4% 68,853 $5.5M
Belpointe Asset Management LLC 0.20% Reduce -11.7% 68,142 $5.4M
Meitav Investment House Ltd. 0.06% Add +6.3% 67,930 $5.4M
Morton Brown Family Wealth, LLC 1.47% Add +16.4% 67,779 $5.4M
Cambient Family Office, LLC 0.77% — 67,607 $5.4M
HORAN Wealth, LLC 0.82% Add +0.0% 67,223 $5.4M
Smithbridge Asset Management Inc. 0.45% Add +32.8% 66,200 $5.3M
Sprott Inc. 0.19% Add +21.8% 65,400 $5.2M
Kure Advisory, LLC 2.91% Add +7.5% 65,265 $5.2M
Cardiff Park Advisors, LLC 0.43% Add +7.7% 65,262 $5.2M
Peapack Gladstone Financial Corp. 0.07% Add +67.3% 64,707 $5.2M
Forum Private Client Group LLC 1.76% Add +27.3% 64,627 $5.2M
Climber Capital SA 3.35% — 86,320 $5.1M
Massachusetts Wealth Management 2.39% Add +7.2% 64,401 $5.1M
Planning Directions Inc. 2.57% Reduce -5.5% 64,013 $5.1M
Cary Street Partners Financial LLC 0.13% Add +22.5% 63,974 $5.1M
XY Planning Network, Inc. 0.89% Add +84.7% 63,865 $5.1M
IFP Advisors, Inc 0.11% Add +9.8% 63,044 $5.0M
HM Payson & Co. 0.07% Add +6.5% 63,024 $5.0M
Warwick Investment Management, Inc. 0.77% Reduce -5.8% 63,005 $5.0M
M&T Bank Corp 0.02% Add +0.5% 62,927 $5.0M
Arcataur Capital Management LLC 1.43% Reduce -0.8% 62,823 $5.0M
Zacks Investment Management 0.04% Reduce -4.4% 62,763 $5.0M
truNorth Financial Services, Inc. 5.39% — 62,333 $5.0M
Invesco Ltd. 0.00% Reduce -1.6% 61,485 $4.9M
Park Avenue Securities LLC 0.04% Add +22.3% 61,384 $4.9M
Blue Trust, Inc. 0.06% Add +1.6% 61,305 $4.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.58% Add +13.0% 60,755 $4.8M
Gsa Capital Partners LLP 0.42% New 60,570 $4.8M
Common Fund for Nonprofit Organizations 0.39% New 60,131 $4.8M
Ankerstar Wealth, LLC 4.76% — 59,941 $4.8M
Middleton & Co. Inc. 0.50% Reduce -7.8% 59,471 $4.7M
CWC Advisors, LLC. 2.28% Add +1.4% 59,285 $4.7M
Gladwyn Financial Advisors, Inc. 3.32% Add +3.3% 59,250 $4.7M
Argent Trust Co 0.16% Add +51.0% 59,134 $4.7M
Strategent Financial, LLC 2.98% Add +55.7% 59,107 $4.7M
Equitable Holdings, Inc. 0.03% Add +22.7% 58,440 $4.7M
Coastal Bridge Advisors, LLC 0.35% Add +5.6% 58,057 $4.6M
EFG International AG 0.09% — 57,942 $4.6M
B. Riley Wealth Advisors, Inc. 0.22% Add +16.4% 57,795 $4.6M
Madden Advisory Services, Inc. 1.85% Add +4.1% 57,697 $4.6M
CreativeOne Wealth, LLC 0.11% Reduce -3.0% 57,466 $4.6M
Novare Capital Management LLC 0.34% Add +0.3% 57,415 $4.6M
Connecticut Wealth Management, LLC 0.20% Reduce -9.0% 57,329 $4.6M
Savvy Advisors, Inc. 0.15% Add +91.7% 57,028 $4.5M
Patten Group, Inc. 0.84% Reduce -4.4% 56,722 $4.5M
Merit Financial Group, LLC 0.04% Reduce -16.7% 56,712 $4.5M
Arbor Trust Wealth Advisors, LLC 1.96% Add +3.5% 56,092 $4.5M
Shotwell Rutter Baer Inc 2.65% Add +5.9% 55,239 $4.4M
Intrua Financial, LLC 0.48% Add +1.0% 55,176 $4.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +29.0% 54,471 $4.3M
Sightline Wealth Advisors, LLC 1.85% Add +18.8% 54,421 $4.3M
Titleist Asset Management, LLC 0.35% Add +18.6% 54,108 $4.3M
Concurrent Investment Advisors, LLC 0.05% Add +32.9% 53,315 $4.3M
Websterrogers Financial Advisors, LLC 1.23% Add +5.6% 53,205 $4.2M
Fortress Financial Solutions, LLC 4.33% Add +8.1% 53,051 $4.2M
Good Steward Wealth Advisors,LLC 2.79% Add +12.8% 53,004 $4.2M
Bull Street Advisors, LLC 1.96% No change 52,817 $4.2M
Robinson Value Management, Ltd. 2.27% Reduce -78.2% 52,750 $4.2M
Composition Wealth, LLC 0.06% Reduce -2.8% 52,581 $4.2M
Chandler Asset Management, Inc. 0.66% Add +0.2% 52,370 $4.2M
Wood Tarver Financial Group, LLC 1.17% Reduce -75.2% 52,151 $4.2M
Juncture Wealth Strategies, LLC 1.36% Reduce -0.5% 51,699 $4.1M
Visionary Wealth Advisors 0.19% Add +68.6% 51,562 $4.1M
Atria Investments, Inc 0.05% Reduce -23.8% 51,524 $4.1M
Saranac Partners Ltd 1.60% Reduce -0.2% 51,185 $4.1M
Thomasville National Bank 0.25% Reduce -7.0% 51,158 $4.1M
Redhawk Wealth Advisors, Inc. 0.46% Add +14.3% 50,995 $4.1M
Farmers & Merchants Trust Co of Chambersburg PA 1.14% Reduce -0.6% 50,873 $4.1M
Anchor Investment Management, LLC 0.33% Reduce -9.1% 50,660 $4.0M
Ashton Thomas Private Wealth, LLC 0.10% Add +5.5% 50,259 $4.0M
JNBA Financial Advisors 0.35% Reduce -6.2% 50,254 $4.0M
Easterly Investment Partners LLC 0.25% No change 50,244 $4.0M
HTG Investment Advisors, Inc. 1.23% Add +205.0% 50,158 $4.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.20% Reduce -8.9% 50,110 $4.0M
LFA - Lugano Financial Advisors SA 2.06% Reduce -0.3% 50,020 $4.0M
Cresset Asset Management, LLC 0.02% Add +370.0% 49,744 $4.0M
Daiwa Securities Group Inc. 0.01% Add +2.7% 49,530 $3.9M
BIP Wealth, LLC 0.14% Reduce -2.2% 49,477 $3.9M
Raffa Wealth Management, LLC 0.61% Reduce -14.5% 49,430 $3.9M
NavPoint Financial, Inc. 1.68% Add +6.0% 49,301 $3.9M
Global Retirement Partners, LLC 0.07% Reduce -1.8% 49,267 $3.9M
Betterment LLC 0.01% Add +2.6% 49,265 $3.9M
Eukles Asset Management 1.52% Add +10.3% 49,161 $3.9M
Alpha Cubed Investments, LLC 0.13% Reduce -3.3% 48,915 $3.9M
Marietta Wealth Management, LLC 0.45% Add +5.0% 48,659 $3.9M
Fiduciary Advisors, Inc. 2.95% Add +3.0% 48,600 $3.9M
PFG Investments, LLC 0.18% Add +4.6% 48,391 $3.9M
Stirlingshire Investments, Inc. 3.41% — 48,211 $3.8M
Mma Asset Management LLC 1.35% Add +3.1% 47,571 $3.8M
Farrell Financial LLC 2.24% Add +2.9% 47,546 $3.8M
Greenline Partners, LLC 0.43% Add +1.9% 47,401 $3.8M
Fiduciary Group, LLC 0.32% Reduce -3.1% 47,304 $3.8M
Flputnam Investment Management Co. 0.05% Reduce -8.6% 47,188 $3.8M
Lazard Asset Management LLC 0.01% No change 46,720 $3.7M
Alesco Advisors, LLC, An ESL Co 0.10% Reduce -19.0% 46,706 $3.7M
Presilium Private Wealth, LLC 0.68% Reduce -24.8% 46,614 $3.7M
Mutual Advisors, LLC 0.08% Add +62.5% 46,605 $3.7M
Sterling Financial Planning, Inc. 1.12% Add +11.3% 46,528 $3.7M
Guardian Wealth Management, Inc. 2.16% Add +22.6% 46,038 $3.7M
Windward Private Wealth Management Inc. 1.27% Add +4.7% 45,898 $3.7M
TriaGen Wealth Management LLC 0.93% Reduce -0.1% 45,243 $3.6M
U.S. Capital Wealth Advisors, LLC 0.09% Add +19.2% 45,223 $3.6M
Culbertson A N & Co. Inc. 0.49% Add +0.9% 45,158 $3.6M
Brucke Financial, Inc. 1.96% Add +10.0% 44,904 $3.6M
Rathbones Group PLC 0.01% Add +29.0% 44,799 $3.6M
Courier Capital LLC 0.20% Reduce -7.5% 44,601 $3.6M
Topel & Distasi Wealth Management, LLC 1.72% Add +2.1% 44,263 $3.5M
Glass Jacobson Investment Advisors llc 1.27% Reduce -4.2% 44,192 $3.5M
Parkside Financial Bank & Trust 0.26% Reduce -31.2% 44,150 $3.5M
Guardian Asset Advisors, LLC 1.78% Add +0.8% 42,935 $3.4M
Simon Quick Advisors, LLC 0.15% Add +5.6% 42,632 $3.4M
TruWealth Advisors, LLC 0.17% Add +14.5% 42,363 $3.4M
Phillips Financial Management, LLC 0.22% Reduce -2.4% 41,878 $3.3M
Vicus Capital 0.25% Add +2.5% 41,772 $3.3M
Edgestream Partners, L.P. 0.09% Reduce -68.6% 41,640 $3.3M
Weik Capital Management 1.24% Reduce -3.8% 41,588 $3.3M
Pacific Park Financial, Inc. 2.06% — 41,301 $3.3M
Wesbanco Bank Inc. 0.09% Add +38.0% 41,080 $3.3M
Total Wealth Planning, LLC 7.00% Reduce -93.7% 41,054 $3.3M
Clifford Swan Investment Counsel LLC 0.11% Reduce -1.3% 41,012 $3.3M
Intelligent Financial Strategies 1.56% Reduce -0.8% 40,667 $3.2M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -54.5% 40,650 $3.2M
J.Safra Asset Management Corp 0.17% Add +15.7% 40,515 $3.2M
Equity Investment Corp. 0.07% Add +2.7% 40,361 $3.2M
Compass Ion Advisors, LLC 0.31% Reduce -3.2% 40,355 $3.2M
Capasso Planning Partners LLC 1.77% Add +5.5% 40,313 $3.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 39,958 $3.2M
Advisory Research Inc. 0.40% Add +3.3% 39,811 $3.2M
Flagship Harbor Advisors, LLC 0.15% Add +32.6% 39,683 $3.2M
Fagan Associates, Inc. 0.42% Reduce -1.6% 39,627 $3.2M
Silver Oak Wealth Advisors Services, LLC 2.04% Add +2.6% 39,592 $3.2M
Diversified Portfolios, Inc. 0.26% Reduce -3.3% 39,543 $3.2M
Wedmont Private Capital 0.11% Add +4.3% 39,420 $3.1M
MidAtlantic Capital Management, Inc. 2.01% Add +2.7% 39,348 $3.1M
Manning & Napier Advisors LLC 0.04% Add +26.4% 39,183 $3.1M
Resona Asset Management Co.,Ltd. 0.01% Reduce -23.7% 38,949 $3.1M
Cedar Point Capital Partners, LLC 1.98% Add +3.4% 38,821 $3.1M
Forza Wealth Management, LLC 1.12% Reduce -3.6% 38,811 $3.1M
Kastel Capital Advisors, LLC 1.89% — 38,633 $3.1M
Asset Allocation & Management Company, LLC 1.23% Reduce -11.5% 38,470 $3.1M
Ssa Swiss Advisors AG 1.42% Reduce -23.7% 38,142 $3.0M
Millennium Management 0.00% Reduce -59.4% 38,131 $3.0M
Redmont Wealth Advisors LLC 4.59% Reduce -0.4% 38,014 $3.0M
Ibex Wealth Advisors 0.30% Add +0.9% 37,907 $3.0M
Atlantic Union Bankshares Corp 0.06% Reduce -19.3% 37,846 $3.0M
Rockwood Wealth Management, LLC 0.23% Reduce -0.8% 37,844 $3.0M
Central Pacific Bank - Trust Division 0.38% Add +0.8% 37,812 $3.0M
Avant Financial Advisors LLC 2.16% Add +2.3% 37,742 $3.0M
Blueline Advisors LLC 2.45% — 37,600 $3.0M
Axos Invest Inc. 2.20% Reduce -0.7% 37,596 $3.0M
Coston, McIsaac & Partners 0.69% Add +0.6% 37,186 $3.0M
Chicago Partners Investment Group LLC 0.07% Reduce -3.7% 37,112 $3.0M
Capital Advisory Group Advisory Services, LLC 0.87% Reduce -1.3% 36,938 $2.9M
Ramsay, Stattman, Vela & Price, Inc. 0.53% Add +3.2% 36,560 $2.9M
Agate Pass Investment Management, LLC 1.08% Add +1.4% 36,400 $2.9M
Verus Wealth Management, LLC 2.70% Add +13.5% 36,295 $2.9M
Walkner Condon Financial Advisors LLC 0.40% Add +13.1% 36,289 $2.9M
Headinvest, LLC 0.57% Reduce -2.2% 36,247 $2.9M
Cloud Capital Management, LLC 1.36% Add +6.3% 36,020 $2.9M
StoneX Group Inc. 0.12% Add +220.1% 35,991 $2.9M
Trinity Financial Advisors LLC 0.80% Add +21.0% 35,952 $2.9M
National Bank of Canada 0.00% Add +147.9% 35,831 $2.9M
Advisory Services Network, LLC 0.04% Add +3.7% 35,310 $2.8M
Cary Street Partners Investment Advisory LLC 0.76% Add +39008.9% 35,198 $2.8M
OpenArc Corporate Advisory, LLC 0.05% — 35,133 $2.8M
Continuum Advisory, LLC 0.28% Add +4.8% 34,886 $2.8M
Novak & Powell Financial Services, Inc. 1.45% Reduce -1.1% 34,759 $2.8M
Atlanta Consulting Group Advisors, LLC 0.63% Reduce -0.3% 34,721 $2.8M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Add +16.7% 34,673 $2.8M
Foster Group, Inc. 0.08% Add +2.1% 34,558 $2.8M
James Investment Research, Inc. 0.30% Add +0.4% 34,389 $2.7M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +21.5% 34,370 $2.7M
Insigneo Advisory Services, LLC 0.20% Add +16.3% 34,267 $2.7M
Citizens Financial Group Inc. 0.04% Add +47.6% 34,222 $2.7M
Modus Advisors, LLC 0.72% Add +1.9% 34,107 $2.7M
Avidian Wealth Enterprises, LLC 0.10% Reduce -2.8% 33,682 $2.7M
Sims Investment Management, LLC 0.94% Add +4.1% 33,458 $2.7M
Five Pine Wealth Management 1.71% Add +9.0% 33,452 $2.7M
Consilio Wealth Advisors, LLC 0.77% Add +4.8% 33,078 $2.6M
Linscomb Wealth, Inc. 0.11% Reduce -21.2% 33,061 $2.6M
Meridian Financial Advisors, LLC 1.43% Add +15.5% 32,870 $2.6M
Clear Retirement Advice LLC 2.02% — 32,538 $2.6M
Insight Wealth Partners, LLC 1.08% Reduce -0.6% 32,436 $2.6M
Northeast Financial Group, Inc. 0.65% Add +2.1% 32,408 $2.6M
McDonough Capital Management, Inc 1.26% Reduce -0.9% 32,299 $2.6M
Avior Wealth Management, LLC 0.08% Reduce -3.0% 32,175 $2.6M
HB Wealth Management, LLC 0.02% Add +10.2% 32,089 $2.6M
Jacobi Capital Management LLC 0.15% Add +4.2% 31,973 $2.5M
North Forty Two & Co. 2.40% Add +9.6% 31,859 $2.5M
Cadence Bank 0.15% Add +12.5% 31,810 $2.5M
Eagle Global Advisors LLC 0.09% Add +2.1% 31,743 $2.5M
Ancora Advisors LLC 0.05% Reduce -0.5% 31,550 $2.5M
Plum Street Advisors, LLC 0.89% Reduce -7.5% 31,278 $2.5M
4WEALTH Advisors, Inc. 2.16% Add +1.4% 31,239 $2.5M
Sykon Capital LLC 0.80% Reduce -25.5% 31,191 $2.5M
Nest Investments, LLC 2.08% — 31,149 $2.5M
Sowell Financial Services LLC 0.09% Add +4.5% 31,015 $2.5M
Stephen J. Garry & Associates, LLC 1.96% Reduce -8.0% 30,997 $2.5M
Hegarty Advisors, LLC 2.14% — 30,960 $2.5M
National Philanthropic Trust 0.02% Add +144.9% 30,876 $2.5M
LifeWealth Investments, LLC 0.78% Add +15.2% 30,870 $2.5M
Transcendent Capital Group LLC 1.11% Add +2.9% 30,812 $2.5M
Insight Inv LLC 1.37% Add +1.4% 30,627 $2.4M
Fiduciary Trust Co 0.03% Reduce -2.9% 30,439 $2.4M
Rwa Wealth Partners, LLC 0.03% Reduce -2.9% 30,019 $2.4M
Titiun Yejiel 2.94% — 30,000 $2.4M
Regions Financial Corp. 0.02% Add +4.8% 29,920 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Add +1.3% 29,883 $2.4M
Braun-Bostich & Associates Inc. 1.47% Add +2.5% 29,796 $2.4M
Topsail Wealth Management, LLC 0.34% Reduce -1.5% 29,487 $2.4M
Winter & Associates, Inc. 2.17% — 29,388 $2.3M
Pacific Capital Wealth Advisors, Inc. 0.40% Add +20.8% 29,076 $2.3M
International Assets Investment Management, LLC 0.16% New 29,048 $2.3M
Assetmark, Inc. 0.00% Reduce -71.2% 28,953 $2.3M
Roberts Glore & Co. Inc. 0.61% Add +1.4% 28,912 $2.3M
ETF Store, Inc. 2.34% Add +8.8% 28,794 $2.3M
Greenberg Financial Group 0.93% — 28,359 $2.3M
Aua Capital Management, LLC 1.13% No change 28,315 $2.3M
Keyvantage Wealth, LLC 0.96% Reduce -76.0% 28,275 $2.3M
Sagace Wealth Management LLC 1.53% Add +0.9% 28,215 $2.2M
TD Waterhouse Canada Inc. 0.01% Add +12.4% 28,123 $2.2M
Calton & Associates, Inc. 0.33% Add +113.7% 28,116 $2.2M
Kuhn & Co Investment Counsel 1.49% Add +3.3% 28,067 $2.2M
Spire Wealth Management 0.07% Add +3.5% 28,001 $2.2M
Martin Capital Advisors, LLP 1.30% Reduce -1.8% 27,860 $2.2M
Virtue Capital Management, LLC 0.34% Add +126.7% 27,767 $2.2M
Armstrong Advisory Group, Inc. 0.15% Add +142.3% 27,680 $2.2M
Prosperity Bancshares Inc 1.99% — 27,612 $2.2M
MMBG Investment Advisors Co. 0.18% Add +38.1% 27,493 $2.2M
Strategic Blueprint, LLC 0.13% Reduce -1.3% 27,406 $2.2M
Jacobson & Schmitt Advisors, LLC 0.37% Add +2.4% 27,303 $2.2M
Steinberganna Wealth Management 1.01% Add +1.8% 27,025 $2.2M
Narus Financial Partners, LLC 0.59% Add +0.2% 27,017 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.22% Reduce -14.3% 26,785 $2.1M
Independent Advisor Alliance 0.05% Reduce -11.5% 26,728 $2.1M
D.B. Root & Company, LLC 0.52% Reduce -11.0% 26,494 $2.1M
First Hawaiian Bank 0.28% No change 26,458 $2.1M
Palladiem, LLC 2.00% — 26,376 $2.1M
Accurate Wealth Management, LLC 0.27% Add +6.0% 26,266 $2.1M
Gladstone Institutional Advisory LLC 0.08% Add +5.5% 26,272 $2.1M
PW Nova Financial Services LLC 0.79% — 26,081 $2.1M
Wilmington Savings Fund Society, FSB 0.05% Reduce -6.0% 25,962 $2.1M
Sheets Smith Wealth Management 0.23% Reduce -18.6% 25,923 $2.1M
Snowden Capital Advisors LLC 0.05% Reduce -1.2% 25,797 $2.1M
Chemistry Wealth Management LLC 0.38% Reduce -1.9% 25,613 $2.0M
Tidal Investments LLC 0.01% No change 25,539 $2.0M
Chesapeake Capital Corp. 1.70% No change 25,526 $2.0M
Valley Financial Group, Inc. 1.13% Reduce -31.6% 25,274 $2.0M
Essex Financial Services, Inc. 0.11% Add +3.7% 25,096 $2.0M
Prosperity Advisers, LLC 1.64% — 24,941 $2.0M
Investment Advisory Group, LLC 0.51% Reduce -2.6% 24,934 $2.0M
CGN Advisors LLC 0.16% Add +4.5% 24,865 $2.0M
GeoWealth Management, LLC 0.07% Add +96.3% 24,827 $2.0M
Cornerstone Financial Management LLC 1.86% — 24,812 $2.0M
IFG Advisors, LLC 0.33% Add +64.9% 24,788 $2.0M
Compass Financial Group, Inc. 0.87% No change 24,783 $2.0M
Mayflower Financial Advisors, LLC 0.24% Add +0.2% 24,547 $2.0M
W1M Asset Management Ltd 0.02% New 24,403 $1.9M
Soltis Investment Advisors LLC 0.13% Reduce -44.0% 24,387 $1.9M
US Bancorp \de 0.00% Add +5.5% 24,252 $1.9M
Saba Capital Management, L.P. 0.07% New 24,140 $1.9M
Schroder Investment Management Group 0.00% Reduce -9.9% 24,052 $1.9M
Kovack Advisors, Inc. 0.09% Add +13.3% 24,072 $1.9M
Hexagon Capital Partners LLC 0.35% Add +8.7% 24,065 $1.9M
Cumberland Partners Ltd 0.12% No change 24,000 $1.9M
Carr Financial Group Corp 0.51% Reduce -5.7% 23,956 $1.9M
MBE Wealth Management, LLC 0.79% Add +0.0% 23,813 $1.9M
Rosenberg Matthew Hamilton 0.39% Reduce -10.4% 23,790 $1.9M
Storen Legacy Partners, LLC 0.59% — 23,752 $1.9M
Burling Wealth Partners, LLC 0.29% Add +124.1% 23,563 $1.9M
Factorial Partners, LLC 1.24% Reduce -63.1% 23,500 $1.9M
Level Wealth Management LLC 0.96% Add +4.1% 23,469 $1.9M
Cutler Investment Counsel LLC 0.19% Add +1.6% 23,281 $1.9M
Aries Wealth Management 0.41% Reduce -0.3% 23,187 $1.8M
Gordian Advisors LLC 1.22% Add +1.1% 23,157 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.19% Add +0.1% 23,026 $1.8M
Twin Focus Capital Partners, LLC 0.21% Add +19.2% 22,958 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +18.2% 22,900 $1.8M
Alta Wealth Advisors LLC 0.61% Add +0.0% 22,856 $1.8M
Wealthcare Advisory Partners LLC 0.04% Add +1.2% 22,574 $1.8M
Brooks, Moore & Associates, Inc. 0.88% Add +107.8% 22,460 $1.8M
Christensen, King & Associates Investment Services, Inc. 0.76% Add +1.7% 22,401 $1.8M
Good Harbor Advisors, Inc. 2.08% — 22,396 $1.8M
Stonekeep Investments, LLC 1.13% Reduce -6.0% 22,152 $1.8M
Clear Point Advisors Inc. 1.36% Add +6.7% 22,001 $1.8M
Berkeley Capital Partners, LLC 0.41% Add +11.4% 21,855 $1.7M
New England Private Wealth Advisors LLC 0.22% Add +7.9% 21,682 $1.7M
GM Advisory Group, LLC 0.07% Reduce -1.2% 21,500 $1.7M
SCS Capital Management LLC 0.02% No change 21,234 $1.7M
Coldstream Capital Management Inc. 0.02% Reduce -2.0% 21,184 $1.7M
Clarity Capital Advisors, LLC 0.84% Add +12.2% 21,081 $1.7M
PKS Advisory Services, LLC 0.38% Add +4.8% 21,077 $1.7M
Arete Wealth Advisors, LLC 0.12% Reduce -17.3% 21,043 $1.7M
GTS Securities LLC 0.06% Add +69.0% 21,001 $1.7M
J.W. Cole Advisors, Inc. 0.04% Reduce -1.1% 22,741 $1.7M
Bakala Capital LLC 7.82% Add +2.1% 20,754 $1.7M
CVA Family Office, LLC 0.19% Reduce -6.2% 20,527 $1.6M
Washington Trust Advisors, Inc. 0.12% Add +5.4% 20,418 $1.6M
Voisard Asset Management Group, Inc. 0.35% Add +3.8% 20,175 $1.6M
Long Island Wealth Management, Inc. 0.76% Add +2.9% 20,149 $1.6M
TBH Global Asset Management, LLC 0.27% New 19,181 $1.6M
Friedenthal Financial 0.82% Add +9.2% 19,993 $1.6M
Summit Wealth Partners, LLC 0.29% Reduce -6.9% 19,818 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -0.3% 19,743 $1.6M
Lido Advisors, LLC 0.01% Add +8.4% 19,680 $1.6M
AXS Investments LLC 0.54% Reduce -0.3% 19,717 $1.6M
Sovereign Investment Advisors, LLC 0.39% Add +22.7% 19,667 $1.6M
Transatlantique Private Wealth LLC 0.49% Add +16.4% 19,540 $1.6M
Great Diamond Partners, LLC 0.30% Reduce -1.8% 19,250 $1.5M
Laurel Oak Wealth Management, LLC 0.26% — 19,196 $1.5M
SageView Advisory Group, LLC 0.05% Reduce -12.1% 19,159 $1.5M
Powell Investment Advisors, LLC 0.52% No change 19,085 $1.5M
Scott Capital Advisors, LLC 0.34% Add +14.1% 19,039 $1.5M
Sonata Capital Group Inc. 0.55% Add +0.1% 19,007 $1.5M
Ramiah Investment Group 1.31% Add +4.1% 18,995 $1.5M
Choate Investment Advisors 0.03% Reduce -13.7% 18,836 $1.5M
Ironwood Investment Counsel, LLC 0.21% Reduce -0.8% 18,808 $1.5M
Vontobel Holding Ltd. 0.00% Add +1.5% 18,808 $1.5M
Houlihan Financial Resource Group, Ltd. 0.58% Add +80.9% 18,743 $1.5M
Stockman Wealth Management, Inc. 0.17% No change 18,775 $1.5M
Brown, Lisle/Cummings, Inc. 0.37% Add +4.5% 18,718 $1.5M
First County Bank 0.78% No change 18,635 $1.5M
Empowered Funds, LLC 0.03% New 18,615 $1.5M
Pitcairn Wealth Advisors LLC 0.13% — 18,536 $1.5M
Berkshire Money Management, Inc. 0.14% Add +4.2% 18,513 $1.5M
Simplicity Wealth,LLC 0.09% Add +14.1% 18,306 $1.5M
Valley Wealth Managers, Inc. 0.09% Add +4.6% 18,288 $1.5M
Cypress Capital, LLC 0.41% Reduce -0.3% 18,271 $1.5M
BridgePort Financial Solutions, LLC 0.39% Add +4.5% 18,225 $1.5M
Beaumont Financial Advisors, LLC 0.10% Add +0.0% 18,206 $1.5M
Clearwater Capital Advisors, LLC 0.12% Reduce -49.4% 18,197 $1.5M
Krilogy Financial LLC 0.05% Add +6.8% 18,156 $1.5M
Round Rock Advisors LLC 0.22% Reduce -2.8% 18,113 $1.4M
Naples Global Advisors, LLC 0.11% Reduce -4.5% 18,033 $1.4M
American National Bank & Trust 0.14% Add +25.0% 17,953 $1.4M
MFA Wealth Services 0.96% Add +4.4% 17,891 $1.4M
Chilton Capital Management LLC 0.05% Add +18.5% 17,869 $1.4M
Elite Financial, Inc. 0.65% Add +3.9% 17,860 $1.4M
Clarity Wealth Development LLC 1.20% Add +8.6% 17,810 $1.4M
Fortis Capital Management LLC 0.19% Reduce -0.1% 17,734 $1.4M
Marshall & Sterling Wealth Advisors Inc. 0.93% Reduce -41.8% 17,700 $1.4M
Independence Bank of Kentucky 0.17% No change 17,635 $1.4M
PDS Planning, Inc 0.09% Reduce -4.3% 17,568 $1.4M
Capital Asset Advisory Services LLC 0.06% Add +44.6% 17,522 $1.4M
Brandywine Oak Private Wealth LLC 0.12% Reduce -9.3% 17,455 $1.4M
BHK Investment Advisors, LLC 0.46% Reduce -7.7% 17,444 $1.4M
Exchange Bank 0.96% Add +3.4% 17,427 $1.4M
Ellis Investment Partners, LLC 0.24% Reduce -2.0% 17,288 $1.4M
Cambridge Advisors Inc. 0.26% Add +0.4% 17,278 $1.4M
Woodmont Investment Counsel LLC 0.09% Reduce -2.0% 17,173 $1.4M
Chatham Capital Group, Inc. 0.19% Reduce -9.4% 16,867 $1.3M
Fullerton Advisors, LLC 1.34% — 16,852 $1.3M
FWG Holdings, LLC 0.51% Add +155.0% 16,700 $1.3M
Crabel Capital Management, LLC 1.01% Add +65.7% 16,693 $1.3M
Kelman-Lazarov, Inc. 0.19% Add +1.4% 16,672 $1.3M
Nabity-Jensen Investment Management Inc 0.90% Add +3.8% 16,659 $1.3M
Verus Capital Partners, LLC 0.09% Add +2.0% 16,442 $1.3M
Northern Trust Corp. 0.00% Add +10.9% 16,419 $1.3M
Cullen/Frost Bankers, Inc. 0.01% Add +4.0% 16,398 $1.3M
Eastern Bank 0.02% Add +72.7% 16,390 $1.3M
Creegan & Nassoura Financial Group, LLC 0.85% New 16,320 $1.3M
Rehmann Capital Advisory Group 0.07% Reduce -1.3% 16,172 $1.3M
FMR LLC 0.00% Add +11.1% 16,087 $1.3M
Evanson Asset Management, LLC 0.07% Add +72.1% 16,050 $1.3M
Bfsg, LLC 0.12% Add +8.3% 16,050 $1.3M
Retirement Investment Advisors, Inc. 0.10% Reduce -6.0% 16,034 $1.3M
Brookstone Capital Management 0.01% Reduce -10.8% 16,012 $1.3M
Axis Wealth Partners, LLC 0.70% Add +0.5% 15,980 $1.3M
Mission Wealth Management, LP 0.03% New 15,974 $1.3M
Curi Capital, LLC 0.02% Add +2.3% 15,916 $1.3M
Kintra Wealth, LLC 0.18% New 15,856 $1.3M
Octavia Wealth Advisors, LLC 0.12% Reduce -3.0% 15,772 $1.3M
Blue Edge Capital, LLC 0.17% Add +184.8% 15,643 $1.2M
Aegis Wealth Management LLC 0.70% Add +0.8% 15,609 $1.2M
Stelac Advisory Services LLC 0.44% No change 15,501 $1.2M
ATX Financial Planning, LLC 0.95% — 15,404 $1.2M
YHB Investment Advisors, Inc. 0.08% Reduce -4.2% 15,328 $1.2M
New Insight Wealth Advisors 0.44% Add +4.0% 15,315 $1.2M
N.E.W. Advisory Services LLC 0.09% Add +1.1% 15,258 $1.2M
SHP Wealth Management 0.09% — 15,117 $1.2M
Indivisible Partners 0.13% — 15,090 $1.2M
Conservest Capital Advisors, Inc. 0.11% Add +121.3% 14,931 $1.2M
CWS Financial Advisors, LLC 0.32% Add +291.4% 14,894 $1.2M
First Trust Advisors LP 0.00% Add +2.6% 14,891 $1.2M
First Manhattan Co. Llc. 0.00% Add +76.1% 14,879 $1.2M
Creekside Partners 0.50% Add +0.5% 14,738 $1.2M
Pinnacle Bancorp, Inc. 0.34% No change 14,656 $1.2M
Tillman Hartley LLC 0.29% No change 14,649 $1.2M
Transcend Capital Advisors, LLC 0.09% Reduce -75.2% 14,534 $1.2M
Mosaic Financial Group, LLC 0.78% No change 14,401 $1.1M
Bauman Advisory Group, LLC 0.92% — 14,380 $1.1M
Gilpin Wealth Management, LLC 0.91% — 14,352 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Reduce -10.4% 14,314 $1.1M
Nomura Asset Management Co. Ltd. 0.00% Add +12.6% 14,300 $1.1M
Level Four Advisory Services, LLC 0.04% Add +34.7% 14,275 $1.1M
Curio Wealth, LLC 0.40% Reduce -2.4% 14,279 $1.1M
Trivium Point Advisory, LLC 0.11% Add +34.1% 14,221 $1.1M
Cambria Investment Management, L.P. 0.07% Add +2.7% 14,213 $1.1M
Mezzasalma Advisors, LLC 0.27% Add +1.4% 14,109 $1.1M
Algorithmic Investment Models, LLC 1.38% Reduce -3.6% 14,041 $1.1M
Wulff, Hansen & Co. 0.93% Reduce -4.1% 13,945 $1.1M
Northstar Financial Companies, Inc. 0.88% Add +22.1% 13,923 $1.1M
AQR Capital Management 0.00% Add +432.4% 13,884 $1.1M
Caliber Wealth Management, LLC / KS 0.12% Add +0.2% 13,866 $1.1M
RoundAngle Advisors LLC 0.80% Add +0.5% 13,850 $1.1M
WoodTrust Financial Corp 0.13% Add +37.5% 13,750 $1.1M
VERITY Wealth Advisors 0.67% Add +0.3% 13,618 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.2% 13,584 $1.1M
TRUE Private Wealth Advisors 0.11% Add +10.8% 13,494 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -3.9% 13,490 $1.1M
Lee Financial Co 0.15% New 13,486 $1.1M
Red Cedar Investment Management, LLC 0.12% No change 13,399 $1.1M
Garden State Investment Advisory Services LLC 0.25% Add +2.8% 13,385 $1.1M
Summit Global Investments 0.06% Add +0.5% 13,396 $1.1M
Capstone Wealth Management Group, LLC 0.45% Add +45.4% 13,362 $1.1M
Alteri Wealth LLC 0.34% Add +1.6% 13,352 $1.1M
Quartz Partners, LLC 0.39% Reduce -0.6% 13,303 $1.1M
AlTi Global, Inc. 0.02% No change 13,240 $1.1M
Peregrine Asset Advisers, Inc. 0.30% Reduce -1.5% 13,222 $1.1M
Westmount Partners, LLC 0.26% Add +0.0% 13,144 $1.0M
Rothschild Capital Partners, LLC 0.25% Add +33.3% 13,069 $1.0M
Jackson Hole Capital Partners, LLC 0.18% No change 12,983 $1.0M
Sage Capital Advisors,llc 0.24% Add +0.0% 12,932 $1.0M
M Holdings Securities, Inc. 0.07% New 12,889 $1.0M
Pekin Hardy Strauss, Inc. 0.09% Add +8.0% 12,856 $1.0M
Prevail Innovative Wealth Advisors, LLC 0.18% Add +16.3% 12,829 $1.0M
Grandview Asset Management LLC 0.28% Reduce -2.7% 12,828 $1.0M
Power Wealth Management LLC 0.36% Add +0.3% 12,789 $1.0M
Elevation Point Wealth Partners, LLC 0.05% Add +35.5% 12,786 $1.0M
Geneos Wealth Management Inc. 0.02% Reduce -2.9% 12,783 $1.0M
Grand Central Investment Group 0.74% — 12,753 $1.0M
Kingsview Wealth Management, LLC 0.01% Reduce -9.4% 12,732 $1.0M
Loudon Investment Management, LLC 0.53% Add +3.0% 12,692 $1.0M
Cambridge Financial Group, LLC 0.35% Reduce -17.1% 12,675 $1.0M
Chapin Davis, Inc. 0.24% Add +4.9% 12,634 $1.0M
Oakmont Advisory Group, LLC 1.07% — 12,625 $1.0M
Brown Advisory Inc. 0.00% Reduce -22.8% 12,564 $1.0M
Altus Wealth Group LLC 0.40% Reduce -6.6% 12,541 $1000K
Hilltop Holdings Inc. 0.06% Reduce -17.3% 12,532 $999K
Ridgeline Wealth Planning, LLC 0.71% Add +8.2% 12,505 $997K
LifePlan Financial, LLC 0.76% Reduce -1.7% 12,503 $997K
Salem Investment Counselors Inc. 0.03% Add +7706.9% 12,413 $990K
Nisa Investment Advisors, LLC 0.00% Reduce -89.7% 12,394 $988K
Ritholtz Wealth Management 0.02% Add +12.7% 12,294 $980K
Atlas Brown,Inc. 0.29% Add +0.0% 12,268 $978K
SRH Advisors, LLC 0.28% Add +105.3% 12,236 $976K
Ballast Financial Advisors LLC 1.00% — 12,129 $967K
Winch Advisory Services, LLC 0.21% Add +17.1% 12,099 $965K
Shayne & Jacobs, LLC 0.29% Reduce -0.9% 12,085 $964K
Sovereign Financial Group, Inc. 0.17% Reduce -4.8% 12,059 $961K
Frank, Rimerman Advisors LLC 0.06% Add +4.1% 12,048 $961K
HT Partners LLC 0.29% Add +0.7% 12,038 $960K
Discipline Wealth Solutions, LLC 0.18% Add +54.8% 11,962 $954K
Novem Group 0.11% Add +2.8% 11,936 $952K
Liberty Square Wealth Partners LLC 0.27% Reduce -0.1% 11,908 $949K
L. Roy Papp & Associates, LLP 0.10% Reduce -2.2% 11,900 $949K
Obermeyer Wealth Partners 0.04% Reduce -0.1% 11,825 $943K
RCW Management, LLC 0.95% — 11,806 $941K
Meredith Wealth Planning 0.28% Add +2.1% 11,785 $940K
Shelter Mutual Insurance Co 0.21% No change 11,762 $938K
First Commonwealth Financial Corp 0.15% Reduce -0.4% 11,680 $931K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% Add +14.0% 11,625 $927K
Ariadne Wealth Management, LP 0.38% Add +4.1% 11,571 $925K
Ameritas Advisory Services, LLC 0.03% Add +16.2% 11,548 $921K
Boreal Capital Management LLC 0.84% Reduce -15.8% 11,494 $916K
Riverview Capital Advisers, LLC 0.28% Add +285.7% 11,417 $910K
BluePrint Investing LLC 0.81% — 11,395 $909K
City State Bank 0.25% Reduce -0.8% 11,320 $903K
Fiducient Advisors LLC 0.11% Add +0.0% 11,224 $895K
HHM Wealth Advisors, LLC 0.10% No change 11,102 $885K
Western Wealth Management, LLC 0.04% Add +16.8% 11,041 $880K
Whittier Trust Co. of Nevada Inc. 0.02% No change 10,936 $873K
Point Nemo Capital, LLC 0.86% — 10,898 $869K
Pettyjohn, Wood & White, Inc. 0.14% Add +0.8% 10,893 $868K
Arkadios Wealth Advisors 0.02% Add +23.3% 10,804 $861K
Prepared Retirement Institute LLC 0.43% Add +1.2% 10,752 $857K
Pallas Capital Advisors LLC 0.03% No change 10,665 $850K
Cascades Capital Asset Management, LLC 0.36% Reduce -5.4% 10,468 $835K
Sax Wealth Advisors, LLC 0.04% Reduce -1.8% 10,451 $833K
Compound Planning, Inc. 0.02% Reduce -4.4% 10,434 $832K
Orin Green Financial, LLC 0.33% Reduce -8.3% 10,401 $829K
IPG Investment Advisors LLC 0.15% No change 10,400 $829K
Private Client Services, LLC 0.26% Add +21.2% 10,393 $829K
TMB Capital Partners, LLC 0.28% — 10,362 $826K
Cibc World Market Inc. 0.00% Add +2.1% 10,361 $826K
SteelPeak Wealth, LLC 0.03% Reduce -35.0% 10,350 $825K
Eagle Bay Advisors LLC 0.60% Reduce -46.0% 10,290 $820K
Pictet North America Advisors SA 0.08% Add +58.5% 10,270 $819K
Nations Financial Group Inc, /Ia/ 0.04% Add +10.8% 10,259 $818K
Leuthold Group, LLC 0.09% Reduce -8.0% 10,259 $818K
Petra Financial Advisors Inc. 0.48% Add +0.1% 10,226 $815K
Essex Bank 0.18% Add +0.2% 10,218 $815K
Arrowroot Family Office, LLC 0.30% New 10,190 $812K
SkyOak Wealth, LLC 0.15% No change 10,186 $812K
CENTRAL TRUST Co 0.02% Reduce -0.1% 10,146 $809K
Wealth Effects LLC 0.25% Add +0.0% 10,120 $807K
Zuckerman Investment Group, LLC 0.07% Add +1.8% 10,050 $801K
West Paces Advisors Inc. 0.15% New 10,020 $799K
Wharton Business Group, LLC 0.03% Add +1.6% 10,005 $798K
Bare Financial Services, Inc 0.22% Add +3.3% 9,890 $789K
Gridiron Partners, LLC 0.45% Reduce -78.9% 9,871 $787K
Arwa LLC 0.46% — 9,839 $784K
V2 Financial group LLC 0.39% Add +1.0% 9,807 $782K
Strategic Investment Solutions, Inc. 0.19% Reduce -32.9% 9,756 $778K
Prime Capital Investment Advisors, LLC 0.01% Add +60.4% 9,666 $771K
Arax Advisory Partners 0.02% Reduce -96.3% 9,643 $769K
Advyzon Investment Management, LLC 0.09% Add +31.5% 9,532 $760K
WJ Financial Advisors LLC 0.68% Add +23.5% 9,525 $759K
UMB Bank, n.a. 0.01% New 9,505 $758K
Summa Corp. 0.32% No change 9,500 $757K
GDS Wealth Management 0.05% Reduce -6.8% 9,458 $754K
Caldwell Trust Co 0.07% Add +1276.3% 9,359 $746K
Cooper Financial Group 0.08% Reduce -13.4% 9,340 $745K
ProVise Management Group, LLC 0.05% Reduce -2.9% 9,339 $745K
Advisory Alpha, LLC 0.02% Reduce -20.9% 9,306 $742K
Kelleher Financial Advisors 0.17% Add +18.3% 9,285 $740K
Independent Financial Group, LLC 0.02% Add +2.1% 9,277 $740K
Sandy Cove Advisors, LLC 0.22% Add +33.4% 9,268 $739K
Seven Post Investment Office LP 0.26% New 9,255 $738K
Freestone Capital Holdings, LLC 0.02% Add +18.2% 9,207 $734K
Mission Creek Capital Partners, Inc. 0.15% Reduce -9.7% 9,196 $733K
Focus Financial Network, Inc. 0.03% New 9,092 $725K
Caitlin John, LLC 0.47% Reduce -1.9% 9,085 $724K
WFA of San Diego, LLC 0.53% Add +1.2% 9,070 $723K
Flow Traders U.S. LLC 0.02% Reduce -98.2% 9,056 $722K
Miller Capital Partners, Inc. 0.37% — 9,040 $721K
Evolve Private Wealth, LLC 0.04% — 9,012 $719K
Private Trust Co. NA 0.06% Add +1.6% 8,978 $716K
Vantage Financial Partners, LLC 0.15% Reduce -2.3% 8,974 $716K
Centurion Wealth Management LLC 0.16% Add +4.2% 8,935 $712K
Nwam LLC 0.04% Reduce -11.0% 8,916 $712K
Wedbush Securities Inc. 0.02% Reduce -3.0% 8,915 $711K
Bank of New Hampshire 0.16% Add +3.5% 8,885 $708K
Claris Financial LLC 0.38% Reduce -4.5% 8,877 $708K
Ieq Capital, LLC 0.00% Reduce -12.0% 8,865 $707K
Winthrop Capital Management, LLC 0.16% Add +5.7% 8,858 $706K
Balboa Wealth Partners 0.12% Add +10.2% 8,835 $704K
C M Bidwell & Associates Ltd. 0.33% Add +13.3% 8,808 $702K
Anb Bank 0.28% No change 8,735 $696K
REDW Wealth LLC 0.26% Reduce -14.6% 8,708 $694K
Guardian Wealth Advisors, LLC / NC 0.04% Add +8.9% 8,688 $693K
F/m Investments LLC 0.03% No change 8,671 $691K
Orrstown Financial Services Inc. 0.12% Add +36.6% 8,670 $691K
Mitchell Sinkler & Starr 0.31% No change 8,655 $690K
Hidden Cove Wealth Management, LLC 0.45% Reduce -26.8% 8,629 $688K
Keener Financial Planning LLC 0.30% Add +9.1% 8,606 $686K
Baker Avenue Asset Management, LP 0.02% No change 8,584 $684K
Atwood & Palmer Inc. 0.04% No change 8,500 $678K
PFG Advisors 0.03% Add +19.9% 8,496 $677K
Pines Wealth Management, LLC 0.22% Add +5.2% 8,431 $672K
Apollon Wealth Management, LLC 0.01% Reduce -22.9% 8,416 $671K
Heritage Trust Co 0.07% No change 8,413 $671K
Empirical Asset Management, LLC 0.19% Reduce -23.6% 8,366 $667K
Woodside Wealth Management LLC 0.50% Reduce -0.2% 8,324 $664K
First Interstate Bank 0.04% No change 8,322 $664K
Berger Financial Group, Inc 0.04% Add +2.9% 8,312 $663K
FC Advisory LLC 0.19% Reduce -5.4% 8,299 $662K
IHT Wealth Management, LLC 0.02% Reduce -48.1% 8,243 $657K
Weaver Consulting Group 0.16% Add +8.6% 8,208 $654K
Barrett & Company, Inc. 0.22% Add +0.2% 8,204 $654K
Cypress Wealth Services, LLC 0.09% Add +0.0% 8,086 $645K
Monetary Solutions, Ltd 0.63% — 8,021 $640K
Continental Investors Services, Inc. 0.82% Add +70.7% 7,753 $638K
Garner Asset Management Corp 0.24% New 8,000 $638K
Wallington Asset Management, LLC 0.08% Add +8.8% 7,895 $629K
Rosenblum Silverman Sutton S F Inc. 0.15% No change 7,880 $628K
Iron Gate Global Advisors LLC 0.06% New 7,867 $627K
Aprio Wealth Management, LLC 0.04% New 7,848 $626K
Midwest Trust Co 0.01% Reduce -54.1% 7,821 $624K
Advisor OS, LLC 0.05% Reduce -1.5% 7,784 $621K
Money Concepts Capital Corp. 0.03% Add +76.3% 7,778 $620K
Beacon Bridge Wealth Partners, LLC 0.21% Reduce -4.0% 7,772 $620K
Hudson Oak Wealth Advisory LLC 0.54% — 7,734 $617K
ArchPoint Investors 0.15% No change 7,700 $614K
Legacy Advisory Services, LLC 0.46% Add +1.3% 7,700 $614K
Princeton Capital Management LLC 0.16% Add +14.3% 7,635 $609K
Murphy & Mullick Capital Management Corp 0.44% Reduce -11.4% 7,617 $607K
Reicon Wealth Advisors, LLC 0.44% — 7,595 $606K
Pathstone Holdings, LLC 0.00% Reduce -12.7% 7,590 $605K
Wealthcare Capital Partners, LLC 0.28% Add +12.4% 7,543 $601K
Pillar Financial Advisors, LLC 0.36% Reduce -25.4% 7,540 $601K
Duncker Streett & Co. Inc. 0.11% Reduce -8.5% 7,519 $599K
Bessemer Group Inc. 0.00% Add +21.9% 7,492 $597K
Allstreet Capital Advisors LLC 0.43% — 7,475 $596K
Arcadia Investment Management Corp. 0.10% No change 7,437 $593K
Integrated Investment Consultants, LLC 0.12% Reduce -18.1% 7,437 $593K
JFS Wealth Advisors, LLC 0.03% No change 7,360 $587K
GAMMA Investing LLC 0.03% Add +3.2% 7,358 $587K
Norris Financial Group, LLC 0.20% Reduce -21.9% 7,325 $584K
Bulwark Capital Corp 0.41% Reduce -13.1% 7,232 $577K
ForthRight Wealth Management, LLC 0.16% New 7,112 $567K
Coordinated Financial Services, Inc. 0.33% Reduce -1.9% 7,085 $565K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +19.5% 7,080 $564K
Alaethes Wealth, LLC 0.16% New 7,052 $562K
RFG - Bristol Wealth Advisors, LLC 0.16% Reduce -5.7% 7,008 $559K
WMS Group LLC 0.71% — 7,000 $558K
Wiregrass Investment Management LLC 0.47% — 7,000 $558K
Csenge Advisory Group 0.03% Add +1.9% 6,998 $558K
GenTrust, LLC 0.02% Add +18.1% 6,997 $558K
Brindle & Bay Financial Advisors, LLC 0.36% — 6,854 $546K
WealthCollab, LLC 0.22% Add +3.2% 6,851 $546K
Orcam Financial Group 0.41% Reduce -25.5% 6,802 $542K
Everstar Asset Management, LLC 0.29% Reduce -2.3% 6,793 $542K
Hancock Whitney Corp. 0.01% Reduce -7.8% 6,779 $540K
Fourth Dimension Wealth, LLC 0.20% Reduce -0.2% 6,706 $535K
Objectivity Squared, LLC 0.30% Add +34.3% 6,682 $533K
LaFleur & Godfrey LLC 0.06% No change 6,675 $532K
Lansing Street Advisors 0.14% Add +1.5% 6,654 $531K
Ignite Planners, LLC 0.08% Add +8.1% 6,588 $527K
Crescent Sterling, Ltd. 0.54% New 6,576 $524K
First International Bank of Israel Ltd. 0.25% Reduce -0.4% 6,574 $524K
Uncommon Cents Investing LLC 0.13% Add +0.1% 6,549 $522K
Clear Creek Financial Management, LLC 0.04% Add +8.3% 6,521 $520K
APS Management Group, Inc. 0.44% Add +1.4% 6,451 $514K
Strategic Wealth Partners, Ltd. 0.04% Add +3.1% 6,434 $513K
Advisors Asset Management, Inc. 0.01% Reduce -27.3% 6,376 $508K
Stonebridge Financial Planning Group, LLC 0.18% Reduce -3.8% 6,367 $508K
Tilia Fiduciary Partners, Inc. 0.27% Reduce -11.1% 6,244 $498K
Sage Rhino Capital LLC 0.09% No change 6,231 $497K
Charter Oak Capital Management, LLC 0.04% Add +37.8% 6,200 $494K
ZWJ Investment Counsel Inc. 0.02% No change 6,191 $494K
Bragg Financial Advisors, Inc 0.02% Reduce -1.5% 6,190 $494K
Heartwood Wealth Advisors LLC 0.05% No change 6,184 $493K
Hunter Associates Investment Management LLC 0.07% Reduce -25.5% 6,141 $490K
Y.D. More Investments Ltd 0.02% Add +7.7% 6,123 $488K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -44.8% 6,119 $488K
William John Sempolinski 0.24% — 6,030 $481K
TCI Wealth Advisors, Inc. 0.03% Add +112.0% 5,986 $477K
TCFG Wealth Management, LLC 0.19% No change 5,963 $475K
Seelaus Asset Management LLC 0.38% Reduce -0.1% 5,957 $475K
Cornerstone Advisors Asset Management, LLC 0.08% Add +7.8% 5,933 $473K
Barnes Pettey Financial Advisors, LLC 0.23% Add +16.1% 5,909 $471K
Family Wealth Partners, LLC 0.17% Add +1.3% 5,903 $471K
Ausdal Financial Partners, Inc. 0.02% Add +16.2% 5,901 $471K
Stonebridge Financial Group, LLC 0.04% Add +1.1% 5,838 $465K
Q3 Asset Management 0.11% Reduce -15.0% 5,826 $464K
Prospect Financial Services LLC 0.27% Reduce -2.8% 5,814 $464K
Seizert Capital Partners, LLC 0.02% Add +1.5% 5,806 $463K
Keating Financial Advisory Services, Inc. 0.06% — 5,784 $461K
Integrity Alliance, Llc. 0.02% New 5,762 $459K
Procyon Advisors, LLC 0.02% Add +0.2% 5,735 $457K
Harvest Investment Services, LLC 0.09% Add +0.8% 5,726 $457K
Madison Wealth Partners, Inc 0.08% New 5,715 $456K
Wealth Alliance, LLC 0.04% Add +1.5% 5,709 $455K
Compass Financial Group, INC 0.06% Reduce -14.5% 5,675 $452K
Carnegie Investment Counsel 0.01% Add +0.6% 5,645 $450K
Hyundai Investments Co., Ltd. 0.44% New 5,639 $450K
Tortoise Investment Management, LLC 0.04% Reduce -29.6% 5,630 $449K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,615 $448K
Daymark Wealth Partners, LLC 0.01% Add +5.0% 5,598 $446K
Banque Pictet & Cie SA 0.00% Reduce -27.6% 5,595 $446K
Fifth Third Bancorp 0.00% Add +19.2% 5,590 $446K
Darrow Company, Inc. 0.20% No change 5,521 $440K
Legacy PCG, LLC 0.27% Add +0.3% 5,519 $440K
Hilltop Partners LLC 0.11% Reduce -4.7% 5,445 $434K
RMR Wealth Builders 0.03% Reduce -4.8% 5,398 $430K
Commerce Bank 0.00% Add +4.2% 5,387 $430K
SOA Wealth Advisors, LLC. 0.07% Add +1.4% 5,346 $426K
Praetorian Wealth Management, Inc. 0.08% Add +4.1% 5,342 $426K
TrustWell Financial Advisors, LLC 0.41% — 5,318 $424K
Muirfield Wealth Advisors LLC 0.31% Reduce -9.5% 5,285 $421K
Security Financial Services, INC. 0.07% Add +3.0% 5,270 $420K
CV Advisors LLC 0.11% No change 5,267 $420K
Shaker Investments LLC 0.17% Add +1.4% 5,244 $418K
Plotkin Financial Advisors, LLC 0.20% Reduce -3.9% 5,240 $418K
Wellington-Altus USA Inc. 0.31% — 5,202 $415K
Future Financial Wealth Managment LLC 0.28% Add +2.0% 5,200 $415K
DMC Group, LLC 0.27% Add +11.6% 5,145 $410K
SC&H Financial Advisors, Inc. 0.06% No change 5,144 $410K
Anson Capital, Inc. 0.30% Add +1.4% 5,141 $410K
Nadler Financial Group, Inc. 0.04% New 5,119 $408K
LVW Advisors, LLC 0.04% Add +96.8% 5,118 $408K
Barnes Wealth Management Group, Inc 0.22% Add +2.2% 5,087 $406K
Centaurus Financial, Inc. 0.02% Reduce -0.5% 5,076 $405K
Hollencrest Capital Management 0.01% No change 5,071 $404K
Livet Wealth, LLC 0.25% — 5,066 $404K
Essential Planning, LLC. 0.13% Reduce -26.7% 5,063 $404K
SG Americas Securities, LLC 0.00% No change 5,041 $402K
Main Management LLC 0.03% No change 4,954 $395K
KPP Advisory Services LLC 0.06% Add +6.3% 4,948 $395K
Lanark Financial, Inc. 0.03% Add +4.9% 4,945 $394K
Prospera Capital Management, LLC 0.20% Add +35.9% 4,941 $394K
White Knight Strategic Wealth Advisors, LLC 0.29% Reduce -8.1% 4,937 $394K
Boston Trust Walden Corp 0.00% Add +8.2% 4,936 $394K
Transmarket Holdings LP 0.29% — 4,900 $391K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +53.8% 4,883 $390K
Redwood Financial Network Corp 0.25% Add +0.1% 4,884 $389K
Vista Cima Wealth Management LLC 0.32% Add +0.6% 4,882 $389K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.3% 4,878 $389K
Beacon Bank & Trust 0.08% Reduce -12.8% 4,878 $389K
Integrated Wealth Concepts LLC 0.00% Reduce -49.7% 4,845 $386K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -13.4% 4,841 $386K
Keebeck Wealth Management 0.04% No change 4,840 $386K
Churchill Financial Advisors, LLC 0.12% — 4,833 $385K
Weatherly Asset Management L. P. 0.03% Reduce -12.0% 4,825 $385K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -1.0% 4,814 $384K
Midwest Financial Group LLC 0.17% Reduce -4.5% 4,813 $384K
Carter Financial Group, INC. 0.23% Add +2.2% 4,808 $383K
Verum Partners LLC 0.08% Add +0.5% 4,804 $383K
CRA Financial Services, LLC 0.05% New 4,799 $383K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -4.4% 4,783 $381K
Blake Schutter Theil Wealth Advisors, LLC 0.31% Reduce -26.2% 4,774 $381K
Capital Investment Advisory Services, LLC 0.03% Add +16.3% 4,765 $380K
Windsor Capital Management, LLC 0.11% Reduce -4.3% 4,740 $378K
Eq Wealth Advisors, LLC 0.22% Add +0.1% 4,739 $378K
Gilbert Capital Group, Inc. 0.28% Add +13.3% 4,734 $377K
Life Planning Partners, Inc 0.29% Add +36.4% 4,728 $377K
Thrive Wealth Management, LLC 0.06% No change 4,725 $377K
Williams Jones Wealth Management, LLC. 0.00% Add +24.3% 4,722 $376K
RAM Investment Partners, LLC 0.07% Add +0.3% 4,720 $376K
Downshift Financial, LLC 0.23% — 4,677 $374K
Foundations Investment Advisors, LLC 0.00% Reduce -14.2% 4,675 $373K
Navigation Wealth Management, Inc. 0.55% Add +9.2% 4,673 $373K
WealthShield Partners, LLC 0.04% Reduce -17.6% 4,669 $372K
Altiora Financial Group, LLC 0.06% Add +1.1% 4,641 $370K
Claris Advisors, LLC / Mo / 0.11% No change 4,631 $369K
Secure Asset Management, LLC 0.06% New 4,620 $368K
Regal Investment Advisors LLC 0.02% Reduce -18.2% 4,615 $368K
1492 Capital Management LLC 0.14% Reduce -2.1% 4,613 $368K
Trek Financial, LLC 0.02% Add +0.5% 4,599 $367K
Evolution Advisers, Inc. 0.16% Add +2.8% 4,578 $365K
Toth Financial Advisory Corp. 0.04% Add +26.8% 4,572 $365K
First Foundation Advisors 0.01% Add +8.4% 4,571 $364K
Saxony Capital Management, LLC 0.22% Reduce -3.3% 4,561 $364K
Invariant Investment Management 0.23% — 4,555 $363K
Causey Wealth LLC 0.16% Add +6.4% 4,516 $360K
Chicago Capital, LLC 0.01% Reduce -38.3% 4,514 $360K
Mengis Capital Management, Inc. 0.06% New 4,495 $358K
EJMK Ventures LLC 0.22% — 4,466 $356K
Physician Wealth Advisors, Inc. 0.05% Reduce -5.5% 4,452 $355K
CFC Planning Co LLC 0.27% No change 4,408 $351K
Aspetuck Financial Management LLC 0.24% Reduce -4.3% 4,400 $351K
Crews Bank & Trust 0.05% Reduce -18.5% 4,396 $350K
Rollins Financial Advisors, LLC 0.05% New 4,395 $350K
Thrive Capital Management, LLC 0.08% Reduce -62.7% 4,393 $350K
Diversify Wealth Management, LLC 0.02% No change 4,350 $347K
Ade, LLC 0.17% No change 4,354 $347K
Northwest Wealth Management, LLC 0.05% Reduce -9.8% 4,353 $347K
SeaCrest Wealth Management, LLC 0.03% Add +4.3% 4,319 $345K
Sweeney & Michel, LLC 0.10% Add +1.1% 4,285 $342K
Tempo Wealth, LLC 0.06% — 4,287 $342K
Pacific Point Advisors, LLC 0.18% No change 4,250 $339K
Estate Counselors, LLC 0.03% Reduce -97.1% 4,195 $334K
Coppell Advisory Solutions LLC 0.03% Add +3.3% 4,175 $333K
Aspiriant, LLC 0.01% Reduce -1.5% 4,163 $332K
Community Bank, N.A. 0.04% Reduce -8.3% 4,152 $331K
IVC Wealth Advisors LLC 0.14% Add +3.2% 4,137 $330K
Avaii Wealth Management, LLC 0.12% Reduce -29.1% 4,125 $329K
Element Wealth, LLC 0.14% Reduce -0.5% 4,116 $328K
GC Wealth Management RIA, LLC 0.01% Add +0.8% 4,108 $328K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.05% Reduce -90.4% 4,100 $327K
Dakota Wealth Management 0.01% Add +19.5% 4,050 $323K
Columbus Macro, LLC 0.04% Add +5.9% 4,042 $322K
SOL Capital Management CO 0.03% No change 4,020 $321K
Fiduciary Alliance LLC 0.02% Add +23.4% 4,015 $320K
Pine Haven Investment Counsel, Inc 0.23% No change 4,014 $320K
HUB Investment Partners, LLC 0.01% Reduce -21.6% 4,013 $320K
Matisse Capital 0.14% No change 4,000 $319K
OneAscent Family Office, LLC 0.21% No change 3,974 $317K
DiNuzzo Private Wealth, Inc. 0.03% New 3,964 $316K
Robinson Smith Wealth Advisors LLC 0.21% Reduce -0.3% 3,944 $314K
Cannon Financial Strategists, Inc. 0.04% Add +0.2% 3,942 $314K
CoreCap Advisors, LLC 0.01% Reduce -11.5% 3,934 $314K
SBI Securities Co., Ltd. 0.01% Add +227.1% 3,929 $313K
Van Diest Capital, LLC 0.46% — 3,889 $310K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.4% 3,861 $308K
Maridea Wealth Management LLC 0.05% Reduce -2.8% 3,859 $308K
Cunning Capital Partners, LP 0.14% No change 3,850 $307K
Coastline Trust Co 0.03% Reduce -6.1% 3,837 $306K
Index Fund Advisors, Inc. 0.01% Add +24.4% 3,834 $306K
Stephens Group Asset Management, LLC 0.02% No change 3,827 $305K
Trilogy Capital Inc. 0.01% Add +11.7% 3,825 $305K
BCS Private Wealth Management, Inc. 0.10% No change 3,810 $304K
Fonville Wealth Management LLC 0.06% Reduce -2.6% 3,766 $300K
Accel Wealth Management 0.08% Add +1.2% 3,742 $298K
Winthrop Advisory Group LLC 0.03% Add +40.7% 3,719 $297K
Certuity, LLC 0.02% Reduce -40.5% 3,710 $296K
Vanguard Group Inc. 0.00% Add +0.8% 3,696 $295K
Team Financial Group, LLC 0.13% Add +4.4% 3,641 $290K
Strategy Asset Managers LLC 0.05% Reduce -6.8% 3,639 $290K
Hanover Advisors Inc. 0.11% No change 3,632 $290K
Tiaa Trust, National Association 0.00% Add +15.4% 3,628 $289K
Wiser Wealth Management, Inc 0.06% New 3,625 $289K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.9% 3,584 $286K
Compass Capital Corp. /Ma/ 0.11% New 3,547 $284K
Stephens Consulting, LLC 0.09% Reduce -12.5% 3,544 $283K
Vident Advisory, LLC 0.00% No change 3,533 $282K
Meriwether Wealth & Planning, LLC 0.16% No change 3,526 $281K
Endeavor Private Wealth, Inc. 0.08% Reduce -25.9% 3,517 $280K
Institute for Wealth Management, LLC. 0.03% Reduce -59.1% 3,506 $280K
Affinity Capital Advisors, LLC 0.04% Reduce -24.7% 3,499 $279K
Triton Financial Group Inc 0.18% No change 3,490 $278K
Biltmore Family Office, LLC 0.04% Add +16.4% 3,484 $278K
Great Waters Wealth Management 0.03% Reduce -0.8% 3,452 $275K
McIlrath & Eck, LLC 0.03% Add +432.2% 3,438 $274K
C2C Wealth Management, LLC 0.23% No change 3,394 $271K
Penobscot Investment Management Company, Inc. 0.02% No change 3,390 $270K
Faithward Advisors, LLC 0.04% Add +16.9% 3,377 $269K
Bellecapital International Ltd. 0.05% No change 3,371 $269K
Smartleaf Asset Management LLC 0.01% Reduce -22.3% 3,357 $268K
Orleans Capital Management Corp. 0.17% No change 3,350 $267K
Banco Santander, S.A. 0.00% Reduce -38.2% 3,328 $265K
Legacy Edge Advisors, LLC 0.03% Add +3.6% 3,315 $264K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.8% 3,315 $264K
Latko Wealth Management, Ltd. 0.13% Reduce -7.5% 3,313 $264K
Bigelow Investment Advisors, LLC 0.10% Reduce -11.9% 3,308 $264K
Liberty Capital Management, Inc. 0.05% Reduce -2.4% 3,303 $263K
Summit Financial Strategies, Inc. 0.02% New 3,281 $262K
Townsquare Capital LLC 0.06% Reduce -2.2% 3,280 $262K
Lake Street Private Wealth, LLC 0.03% New 3,278 $261K
Beaird Harris Wealth Management, LLC 0.02% Add +1.5% 3,276 $261K
Elm Partners Management LLC 0.01% No change 3,255 $260K
Peoples Bank 0.16% New 3,252 $259K
Glen Eagle Advisors, LLC 0.04% Add +0.0% 3,239 $258K
Tyche Wealth Partners LLC 0.04% Add +0.0% 3,239 $258K
Boyd Wealth Management, LLC 0.11% New 3,198 $255K
Stock Yards Bank & Trust Co. 0.01% No change 3,193 $255K
St Germain D J Co. Inc. 0.01% Reduce -2.1% 3,177 $253K
Cambridge Capital Management, LLC 0.11% Add +1.5% 3,149 $251K
Opus Financial Solutions LLC 0.24% — 3,142 $251K
Portfolio Resources Advisor Group, Inc. 0.25% — 3,115 $248K
LifeGoal Investments, LLC 0.17% New 3,113 $248K
Investmark Advisory Group LLC 0.11% Add +0.6% 3,110 $248K
Vaughan David Investments LLC 0.01% Reduce -0.3% 3,107 $248K
Beacon Financial Group 0.02% Add +0.0% 3,109 $248K
Covenant Asset Management, LLC 0.05% Reduce -0.5% 3,102 $247K
SMART Wealth LLC 0.08% Add +1.4% 3,097 $247K
Lodestar Private Asset Management LLC 0.02% Add +0.3% 3,088 $246K
Triad Wealth Partners, LLC 0.02% New 3,082 $246K
Nicolet Bankshares Inc. 0.04% No change 3,080 $246K
Fort Washington Investment Advisors Inc. 0.00% No change 3,065 $244K
Atlantic Family Wealth, LLC 0.18% New 3,010 $240K
Harrington Investments, INC 0.12% No change 3,000 $239K
Investors Research Corp 0.04% Add +1.0% 2,997 $239K
Moneta Group Investment Advisors LLC 0.00% Reduce -5.2% 2,989 $238K
Tarbox Family Office, Inc. 0.04% Add +1.4% 2,973 $237K
Mullaney, Keating & Wright, Inc. 0.12% Add +1.2% 2,950 $235K
Activest Wealth Management 0.04% Add +1.5% 2,940 $234K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.2% 2,939 $234K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -1.1% 2,938 $234K
SageGuard Financial Group, LLC 0.04% — 2,919 $233K
Hoge Financial Services, LLC 0.13% Add +8.4% 2,909 $232K
Legacy Capital Group California, Inc. 0.06% New 2,898 $231K
Secured Retirement Advisors, LLC 0.13% New 2,872 $229K
Smith, Moore & Co. 0.02% Reduce -3.7% 2,856 $228K
Three Bearings Fiduciary Advisors, Inc. 0.21% — 2,839 $227K
Silver Oak Advisory Group, Inc. 0.10% Reduce -4.0% 2,853 $227K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -27.0% 2,846 $227K
AE Wealth Management LLC 0.00% Reduce -19.5% 2,846 $227K
Bridgelight Financial Advisors, Inc. 0.19% — 2,843 $227K
Kelsey Financial, LLC 0.19% — 2,825 $225K
Capital Advantage, Inc. 0.03% Reduce -0.6% 2,823 $225K
Shared Vision Wealth Group LLC 0.09% New 2,802 $224K
Clark Asset Management, LLC 0.02% New 2,798 $223K
M1 Capital Management LLC 0.09% New 2,795 $223K
Schaeffer Financial LLC 0.19% Add +1.3% 2,791 $223K
SVB Wealth LLC 0.01% New 2,789 $222K
Donaldson Capital Management, LLC 0.01% Reduce -0.0% 2,788 $222K
United Financial Planning Group LLC 0.13% Add +3.6% 2,785 $222K
David Kennon Inc 0.08% Add +5.7% 2,785 $222K
Aspen Wealth Management LLC 0.05% Reduce -17.6% 2,785 $222K
Roger Wittlin Investment Advisory, LLC 0.15% Add +1.5% 2,766 $221K
Wayfinding Financial, LLC 0.09% New 2,771 $220K
Genesis Wealth Advisors, LLC 0.15% No change 2,753 $219K
Moseley Investment Management Inc. 0.07% Add +0.3% 2,723 $217K
Key Financial Inc 0.04% Add +13.1% 2,715 $216K
Paladin Partners, LLC 0.16% — 2,709 $216K
Navalign, LLC 0.05% No change 2,706 $216K
World Equity Group, Inc. 0.06% Reduce -1.1% 2,683 $214K
KM Capital Management Ltd. 0.11% Reduce -31.4% 2,678 $213K
Archford Capital Strategies, LLC 0.02% No change 2,663 $212K
Talisman Wealth Advisors LLC 0.16% New 2,527 $212K
Breakwater Investment Management 0.08% Reduce -3.9% 2,656 $212K
Madrid Wealth Management, LLC 0.17% — 2,650 $211K
Legacy Capital Wealth Partners, LLC 0.05% No change 2,643 $211K
Lee Danner & Bass Inc. 0.02% New 2,634 $210K
Bullseye Investment Management, LLC 0.11% New 2,623 $209K
Wealth Enhancement Trust Services, Inc. 0.03% — 2,600 $207K
Signal Tree Financial Partners LLC 0.16% New 2,589 $206K
Retirement Guys Formula LLC 0.09% No change 2,576 $205K
Verisail Partners, LLC 0.08% Add +1.5% 2,566 $205K
JCIC Asset Management Inc. 0.06% No change 2,560 $204K
Great Valley Advisor Group, Inc. 0.00% Reduce -13.0% 2,548 $203K
Pension & Wealth Management Advisors, Inc. 0.06% Add +0.3% 2,551 $203K
AdvisorNet Financial, Inc 0.01% Add +14.5% 2,549 $203K
Patton Albertson Miller Group, LLC 0.02% New 2,543 $203K
Pandowealth. LLC 0.19% — 2,531 $202K
Tanager Wealth Management LLP 0.02% No change 2,530 $202K
M3 Advisory Group, LLC 0.12% New 2,522 $201K
Mb, Levis & Associates, LLC 0.08% New 2,503 $200K
Matrix Private Capital Group LLC 0.10% No change 2,375 $189K
Ashton Thomas Securities, LLC 0.03% Add +1.3% 2,156 $172K
Family CFO Inc 0.08% New 2,134 $170K
Nvwm, LLC 0.04% Reduce -4.2% 2,124 $169K
Godfrey Financial Associates, Inc. 0.15% — 2,112 $168K
Cornerstone Planning Group LLC 0.03% Add +172.1% 2,041 $163K
Wellington Shields & Co., LLC 0.04% New 2,000 $159K
Contravisory Investment Management, Inc. 0.03% No change 1,987 $158K
Signaturefd, LLC 0.00% Add +22.4% 1,916 $153K
Manchester Capital Management LLC 0.02% No change 1,903 $152K
Rossby Financial, LCC 0.04% Add +388.8% 1,784 $142K
Pacifica Partners Inc. 0.06% No change 1,779 $142K
Sound Income Strategies, LLC 0.01% Reduce -42.5% 1,773 $141K
Financial Consulate, Inc. 0.02% New 1,717 $137K
Westchester Capital Management, Inc. 0.03% No change 1,715 $137K
WPG Advisers, LLC 0.10% Reduce -7.7% 1,655 $132K
Pinney & Scofield, Inc. 0.07% Add +18.7% 1,652 $132K
Garton & Associates Financial Advisors LLC 0.07% — 1,551 $124K
Capital Analysts, LLC 0.00% Add +2.8% 1,537 $123K
Tower View Wealth Management LLC 0.06% Add +1.4% 1,479 $118K
Trust Co. of Toledo NA 0.01% Reduce -8.0% 1,428 $114K
BankPlus Trust Department 0.03% No change 1,400 $112K
Align Financial, LLC 0.06% — 111,383 $111K
Bernard Wealth Management Corp. 0.04% No change 1,349 $108K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $107K
Mascoma Wealth Management LLC 0.02% No change 1,325 $106K
Mendota Financial Group, LLC 0.08% Reduce -21.0% 1,317 $105K
S.A. Mason LLC 0.04% No change 1,285 $102K
DT Investment Partners, LLC 0.01% New 1,261 $101K
Palouse Capital Management, Inc. 0.06% Reduce -2.8% 1,249 $100K
AlphaCore Capital LLC 0.00% No change 1,219 $97K
Motco 0.01% Reduce -20.8% 1,200 $96K
IFC & Insurance Marketing, Inc. 0.09% — 1,181 $94K
Consultiva Wealth Management, Corp. 0.26% No change 1,150 $92K
Harbor Asset Planning, Inc. 0.08% Add +0.8% 1,138 $91K
Wellington Shields Capital Management, LLC 0.01% New 1,125 $90K
Chapman Financial Group, LLC 0.06% Reduce -18.2% 1,122 $89K
Meramec Financial Planners, LLC 0.03% — 1,067 $85K
Ares Financial Consulting, LLC 0.08% — 1,060 $85K
Maseco LLP 0.00% Add +0.6% 1,040 $83K
Golden State Wealth Management, LLC 0.01% Add +0.8% 987 $79K
Vermillion Wealth Management, Inc. 0.03% Reduce -4.1% 983 $78K
MCF Advisors LLC 0.00% New 980 $78K
Bangor Savings Bank 0.01% No change 972 $77K
Dorato Capital Management 0.06% — 969 $77K
Hazlett, Burt & Watson, Inc. 0.02% Add +49.3% 951 $75K
Running Point Capital Advisors, LLC 0.02% Add +15.5% 937 $75K
Front Row Advisors LLC 0.02% No change 936 $75K
Lodestone Wealth Management LLC 0.03% New 910 $73K
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.1% 846 $67K
Winnacle Wealth LLC 0.05% Reduce -18.2% 835 $67K
1620 Investment Advisors, Inc. 0.04% Reduce -0.1% 826 $66K
Hantz Financial Services, Inc. 0.00% New 746 $59K
Bokf, NA 0.00% No change 737 $59K
Canton Hathaway, LLC 0.01% No change 700 $56K
Graney & King, LLC 0.03% No change 677 $54K
Sunrise Financial Services, LLC 0.04% — 673 $54K
Trifecta Capital Advisors, LLC 0.01% No change 668 $53K
Johnson Financial Group, Inc. 0.00% Reduce -34.6% 638 $51K
Bogart Wealth, LLC 0.00% No change 638 $51K
Blume Capital Management, Inc. 0.01% No change 610 $49K
Davidson Capital Management Inc. 0.01% New 598 $48K
Cape Investment Advisory, Inc. 0.01% New 554 $44K
EPG Wealth Management LLC 0.01% Add +1.5% 547 $44K
Hurley Capital, LLC 0.02% No change 540 $43K
MGB Wealth Management, LLC 0.01% New 522 $42K
2UniFi Bank 0.02% Reduce -2.6% 520 $41K
Westside Investment Management, Inc. 0.01% No change 500 $40K
Avion Wealth 0.01% No change 500 $39K
Pioneer Family Office, LLC 0.02% — 458 $37K
Atomic Invest LLC 0.02% — 457 $37K
Colonial Trust Advisors 0.00% Add +412.4% 456 $36K
Greykasell Wealth Strategies, Inc. 0.01% Add +1.3% 454 $36K
Islay Capital Management, LLC 0.02% No change 430 $34K
Wolff Wiese Magana LLC 0.02% No change 414 $33K
Elevation Wealth Partners, LLC 0.01% Add +1.5% 409 $33K
Rothschild Investment LLC 0.00% Reduce -37.8% 400 $32K
Jessup Wealth Management, Inc 0.01% New 375 $30K
First Community Trust NA 0.02% No change 369 $29K
Wellington Grp LLC 0.01% — 356 $28K
Costello Asset Management, INC 0.01% Add +0.3% 356 $28K
Capital Advisors, Ltd. LLC 0.00% Reduce -54.0% 352 $28K
Camelot Portfolios, LLC 0.02% New 342 $27K
Optima Capital LLC 0.01% New 334 $27K
LGT Financial Advisors LLC 0.15% No change 311 $25K
Crewe Advisors LLC 0.00% Add +4.1% 303 $24K
Financial Management Professionals, Inc. 0.00% No change 300 $24K
Asset Dedication, LLC 0.00% Reduce -50.0% 300 $24K
Hilton Head Capital Partners, LLC 0.01% — 299 $24K
Financial Freedom, LLC 0.01% Reduce -35.1% 297 $24K
SIMA Wealth Partners, LLC 0.02% No change 292 $23K
HBW Advisory Services LLC 0.00% Reduce -90.2% 292 $23K
Trust Co. of Vermont 0.00% New 275 $22K
Orion Capital Management LLC 0.01% Add +103.7% 273 $22K
HighMark Wealth Management LLC 0.01% New 268 $21K
Sunbelt Securities, Inc. 0.00% Add +171.9% 261 $21K
CX Institutional 0.00% Reduce -63.3% 256 $20K
Center for Financial Planning, Inc. 0.00% No change 250 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $20K
Signature Resources Capital Management, LLC 0.01% New 231 $18K
Roxbury Financial LLC 0.02% Reduce -84.2% 230 $18K
Tidemark, LLC 0.01% No change 226 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 225 $18K
S&T Bank 0.01% No change 225 $18K
Medallion Wealth Advisors, LLC 0.01% Add +1.5% 209 $17K
Gold Investment Management Ltd. 0.01% No change 202 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
Measured Wealth Private Client Group, LLC 0.00% Reduce -0.5% 197 $16K
MilWealth Group LLC 0.00% Add +1.6% 192 $15K
REAP Financial Group, LLC 0.00% Reduce -0.6% 179 $14K
Paladin Advisory Group, LLC 0.01% No change 175 $14K
Clearstead Trust, LLC 0.00% Reduce -33.0% 173 $14K
CBIZ Investment Advisory Services, LLC 0.00% No change 164 $13K
Navigoe, LLC 0.01% No change 170 $13K
Westfuller Advisors, LLC 0.01% No change 156 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Private Wealth Asset Management, LLC 0.00% New 149 $12K
Harbor Investment Advisory, LLC 0.00% No change 142 $11K
Covestor Ltd 0.01% Add +1.4% 144 $11K
Holos Integrated Wealth LLC 0.01% No change 137 $11K
Indiana Trust & Investment Management Co 0.00% No change 122 $10K
Horizon Investments, LLC 0.00% Reduce -2.5% 117 $9K
Anfield Capital Management, LLC 0.00% Reduce -35.1% 113 $9K
Millstone Evans Group, LLC 0.00% No change 96 $8K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 94 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 92 $7K
Federated Hermes, Inc. 0.00% New 92 $7K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 86 $7K
Kilter Group LLC 0.00% Add +34.4% 86 $7K
Woodard & Co. Asset Management Group Inc. 0.00% New 84 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 81 $6K
New England Asset Management Inc. 0.00% No change 75 $6K
Entrust Financial LLC 0.00% — 73 $6K
Salomon & Ludwin, LLC 0.00% Reduce -4.0% 73 $6K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
Strive Financial Group ,LLC 0.00% — 67 $5K
SJS Investment Consulting Inc. 0.00% Add +500.0% 66 $5K
Concord Wealth Partners 0.00% Reduce -95.5% 65 $5K
Luminist Capital LLC 0.01% No change 58 $5K
Root Financial Partners, LLC 0.00% Reduce -92.4% 56 $4K
Aventus Investment Advisors, Inc. 0.00% No change 54 $4K
Simplex Trading, LLC 0.00% Reduce -94.3% 52 $4K
Kingdom Financial Group LLC. 0.00% New 49 $4K
New Republic Capital, LLC 0.00% New 44 $4K
FAS Wealth Partners, Inc. 0.00% No change 43 $3K
Archer Investment Corp 0.00% No change 42 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -99.3% 40 $3K
Hanson & Doremus Investment Management 0.00% New 37 $3K
Tucker Asset Management LLC 0.00% New 34 $3K
Davis Capital Management 0.00% No change 31 $2K
Colonial Trust Co / SC 0.00% No change 30 $2K
McGuire Capital Advisors Inc. 0.00% — 24 $2K
Triumph Capital Management 0.00% New 24 $2K
LRI Investments, LLC 0.00% No change 20 $2K
Hara Capital LLC 0.00% No change 15 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -7.1% 13 $1K
New Millennium Group LLC 0.00% No change 8 $601
First Pacific Financial 0.00% New 6 $479
American Wealth Advisors, LLC 0.00% No change 4 $345
Clayton Financial Group LLC 0.00% New 2 $170
Values First Advisors, Inc. 0.00% No change 2 $167
Cheviot Value Management, LLC 0.00% Reduce -99.8% 2 $160
Hoey Investments, Inc. 0.00% No change 1 $116
Arbor Wealth Management LLC\AZ 0.00% — 1 $80
BNP Paribas 0.00% No change 1 $80

"% of holder's portfolio" is VCSH's weight in each manager's 13F, not the share of Vanguard S/T Corp. Bond ETF the manager owns.