Vanguard S/T Corp. Bond ETFVCSHETF
13F holders, Q1 2026 (March 31)1,470holders +29
122new positions
88sold out
3famous investors
$79.25avg. 13F price*
At the end of Q1 2026, 1,470 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 29 from Q4 2025. 122 opened new positions and 88 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.6B) and Prudential PLC ($1.0B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $1.3B |
| Exits | 88 | $336.4M |
All 13F filers, Q4 2025 → Q1 2026: 41,095,489 shares bought and 9,574,055 shares sold, net +31,521,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,470 holders
| Bank of America Corp. | 0.44% | Add +6.1% | 75,626,302 | $6.0B |
| Morgan Stanley | 0.10% | Add +5.0% | 20,394,182 | $1.6B |
| Prudential PLC | 7.84% | Reduce -3.6% | 13,006,934 | $1.0B |
| Allstate Corp. | 10.69% | New | 12,616,300 | $1.0B |
| Wells Fargo & Company | 0.12% | Add +19.3% | 7,530,582 | $596.9M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.9% | 7,395,550 | $586.2M |
| Nepc LLC | 9.57% | Add +5.2% | 6,065,567 | $480.8M |
| UBS Group AG | 0.08% | Add +10.1% | 5,907,209 | $468.3M |
| Royal Bank of Canada | 0.08% | Add +3.5% | 5,266,555 | $417.5M |
| Barings LLC | 6.75% | No change | 5,108,527 | $405.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +44.4% | 4,742,634 | $375.9M |
| Raymond James Financial Inc. | 0.09% | Add +2.0% | 3,870,519 | $306.8M |
| LPL Financial LLC | 0.08% | Add +11.4% | 3,801,473 | $301.3M |
| Sequoia Financial Advisors, LLC | 1.63% | Add +6.5% | 3,675,562 | $291.4M |
| Bank of New York Mellon Corp | 0.05% | Add +13.3% | 3,325,119 | $263.6M |
| Manufacturers Life Insurance Company, The | 0.21% | Reduce -5.3% | 3,045,542 | $241.4M |
| Financial Engines Advisors L.L.C. | 0.48% | Reduce -0.4% | 2,960,848 | $234.7M |
| Mather Group, Llc. | 2.24% | Add +5.3% | 2,834,392 | $224.7M |
| Ameriprise Financial Inc. | 0.05% | Add +4.5% | 2,790,868 | $221.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.77% | Add +12.8% | 2,738,923 | $217.1M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +8.9% | 2,442,893 | $193.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.21% | Add +10.9% | 2,195,726 | $173.2M |
| Corient Private Wealth LP | 0.25% | Add +0.6% | 2,171,325 | $172.1M |
| Cerity Partners LLC | 0.20% | Add +2.8% | 1,790,600 | $141.9M |
| South Dakota Investment Council | 2.70% | Add +9.0% | 1,785,348 | $141.5M |
| Focus Partners Wealth | 0.15% | Add +28.7% | 1,744,661 | $138.3M |
| Truist Financial Corp. | 0.18% | Add +1.3% | 1,722,881 | $136.6M |
| Allspring Global Investments Holdings, LLC | 0.20% | New | 1,472,895 | $116.8M |
| WestEnd Advisors, LLC | 2.79% | Add +2.8% | 1,456,549 | $115.5M |
| Strategic Financial Services, Inc. | 5.48% | Add +24.4% | 1,451,149 | $115.0M |
| Stifel Financial Corp. | 0.10% | Add +14.4% | 1,390,126 | $110.2M |
| MAI Capital Management | 0.62% | Add +1.6% | 1,384,362 | $109.7M |
| Farther Finance Advisors, LLC | 1.03% | Add +29.0% | 1,372,055 | $108.4M |
| Creative Planning | 0.07% | Add +8.0% | 1,325,250 | $105.1M |
| Steele Capital Management, Inc. | 4.26% | Add +11.5% | 1,296,479 | $102.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -16.1% | 1,294,527 | $102.3M |
| RW Investment Management LLC | 9.78% | — | 1,274,824 | $101.1M |
| Oakworth Capital, Inc. | 5.29% | Add +7.0% | 1,260,594 | $99.9M |
| Barclays PLC | 0.04% | Add +97.2% | 1,250,001 | $99.1M |
| Cetera Investment Advisers | 0.10% | Reduce -4.1% | 1,203,185 | $95.4M |
| Cwm, LLC | 0.23% | Add +11.3% | 1,121,300 | $88.9M |
| Bank of Montreal | 0.04% | Add +4.3% | 1,076,143 | $85.3M |
| Busey Bank | 2.30% | Add +10.3% | 1,067,723 | $84.6M |
| First Financial Bankshares Inc | 1.68% | Add +2.4% | 1,050,454 | $83.3M |
| Hilton Capital Management, LLC | 6.25% | Add +5.2% | 1,044,395 | $82.8M |
| Stonebridge Capital Advisors LLC | 5.59% | Add +6.0% | 1,006,697 | $79.8M |
| Kohmann Bosshard Financial Services, LLC | 7.61% | Add +11.9% | 986,016 | $78.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.0% | 970,506 | $76.9M |
| Smithfield Trust Co | 3.32% | Add +0.0% | 960,551 | $76.2M |
| Keybank National Association | 0.28% | Reduce -15.3% | 954,549 | $75.7M |
| Baird Financial Group, Inc. | 0.12% | Add +11.1% | 943,634 | $74.8M |
| Rockbridge Investment Management, LCC | 6.70% | Add +6.9% | 940,481 | $74.6M |
| Osaic Holdings, Inc. | 0.11% | Add +10.3% | 907,202 | $71.9M |
| BNP Paribas Financial Markets | 0.05% | Add +72.5% | 894,451 | $70.9M |
| RiverFront Investment Group, LLC | 1.08% | Add +1.3% | 882,235 | $69.9M |
| Valeo Financial Advisors, LLC | 1.65% | Add +4.8% | 924,881 | $68.8M |
| Lutz Financial Services LLC | 4.59% | Add +5.1% | 861,445 | $68.3M |
| Modera Wealth Management, LLC | 0.82% | Reduce -5.8% | 860,315 | $68.2M |
| Quantum Financial Planning Services, Inc. | 24.35% | Add +5.8% | 855,072 | $67.8M |
| Beacon Investment Advisory Services, Inc. | 2.79% | Add +3.1% | 846,634 | $67.1M |
| DAVENPORT & Co LLC | 0.37% | Add +3.0% | 843,308 | $66.8M |
| Mariner, LLC | 0.08% | Add +6.8% | 833,855 | $66.1M |
| Rockefeller Capital Management L.P. | 0.11% | Add +9.3% | 799,474 | $63.4M |
| Benjamin Edwards Inc. | 0.61% | Add +13.5% | 777,684 | $61.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.4% | 772,801 | $61.3M |
| Resonant Capital Advisors, LLC | 3.20% | Reduce -10.8% | 769,710 | $61.0M |
| North Star Investment Management Corp. | 3.56% | Add +11.4% | 739,077 | $58.6M |
| Liquid Strategies, LLC | 12.42% | Add +15.5% | 729,360 | $57.8M |
| Retirement Systems of Alabama | 0.19% | Add +6.6% | 705,675 | $55.9M |
| Bartlett & Co. Wealth Management LLC | 0.71% | Reduce -0.9% | 704,350 | $55.6M |
| TD Private Client Wealth LLC | 1.14% | Add +9.7% | 694,996 | $55.1M |
| Bank of Nova Scotia | 0.10% | Add +51.3% | 685,785 | $54.4M |
| Capital Investment Services of America, Inc. | 5.61% | Add +3.6% | 678,330 | $53.8M |
| Capitolis Liquid Global Markets LLC | 0.32% | — | 644,100 | $51.1M |
| Principal Financial Group Inc. | 0.03% | Add +0.0% | 642,411 | $50.9M |
| Exchange Traded Concepts, LLC | 0.39% | Add +4.2% | 632,894 | $50.2M |
| HighTower Advisors, LLC | 0.05% | Add +3.0% | 626,996 | $49.7M |
| Johnson Bixby & Associates, LLC | 5.83% | Add +15.7% | 593,452 | $47.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -11.2% | 588,766 | $46.7M |
| EP Wealth Advisors, LLC | 0.23% | Reduce -31.1% | 585,773 | $46.4M |
| Stephens Inc. | 0.58% | Add +0.6% | 579,894 | $46.0M |
| Proffitt & Goodson Inc. | 7.03% | Reduce -3.4% | 573,702 | $45.5M |
| BCK Partners, Inc. | 24.41% | Add +2.9% | 570,255 | $45.2M |
| Gsa Capital Partners LLP | 2.76% | Add +824.1% | 559,719 | $44.4M |
| Beacon Capital Management, Inc. | 2.48% | New | 555,117 | $44.0M |
| Franklin Resources Inc. | 0.01% | Add +7.4% | 548,106 | $43.4M |
| Eaton-Cambridge Inc. | 13.59% | Reduce -11.4% | 547,927 | $43.4M |
| Marks Wealth, LLC | 11.42% | Add +33.1% | 547,376 | $43.4M |
| Ami Investment Management Inc. | 9.71% | Add +3.4% | 544,670 | $43.2M |
| First National Bank & Trust Co. of Newtown | 8.89% | Reduce -15.3% | 519,925 | $41.2M |
| Zurich Insurance Group Ltd | 0.32% | No change | 512,721 | $40.6M |
| Patriot Investment Management Group, Inc. | 2.57% | Add +3.0% | 507,562 | $40.2M |
| Allen Investment Management, LLC | 0.47% | Reduce -2.7% | 480,878 | $38.1M |
| FIDELIS iM, LLC | 14.36% | Reduce -0.6% | 478,658 | $37.9M |
| Wealthspire Advisors, LLC | 0.30% | Add +2.4% | 477,022 | $37.8M |
| Aptus Capital Advisors, LLC | 0.31% | Add +1.6% | 463,552 | $36.7M |
| Efficient Advisors, LLC | 2.59% | Add +3.3% | 459,757 | $36.4M |
| American Money Management, LLC | 5.64% | Add +2.4% | 449,553 | $35.6M |
| Sunburst Financial Group, LLC | 6.85% | Add +1.7% | 449,262 | $35.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -25.8% | 447,643 | $35.5M |
| Cypress Financial Planning LLC | 9.81% | Add +4.2% | 444,194 | $35.2M |
| Old National Bancorp | 0.59% | Add +9.2% | 443,111 | $35.1M |
| BlueSky Wealth Advisors, LLC | 4.51% | Reduce -46.2% | 442,058 | $35.0M |
| Goodman Financial Corp | 5.99% | Add +11.3% | 439,942 | $34.9M |
| 1834 Investment Advisors Co. | 4.27% | Add +6.0% | 432,018 | $34.2M |
| American Financial Advisors, LLC | 4.56% | Add +2.0% | 431,209 | $34.2M |
| MML Investors Services, LLC | 0.09% | Reduce -15.6% | 426,460 | $33.8M |
| iA Global Asset Management Inc. | 0.48% | Add +3.5% | 424,536 | $33.7M |
| Rakuten Investment Management, Inc. | 0.07% | Add +100.0% | 421,118 | $33.6M |
| Quaker Wealth Management, LLC | 10.50% | Add +2.6% | 424,054 | $33.6M |
| Allworth Financial LP | 0.14% | Add +1.0% | 422,846 | $33.5M |
| Rothschild Wealth LLC | 3.02% | Add +5.0% | 421,814 | $33.4M |
| Neuberger Berman Group LLC | 0.03% | Add +6.7% | 419,430 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.4% | 415,439 | $32.9M |
| Fischer Financial Services, Inc. | 11.07% | Add +1.1% | 415,166 | $32.9M |
| Montis Financial, LLC | 6.81% | Add +8.5% | 415,168 | $32.9M |
| Exencial Wealth Advisors, LLC | 1.02% | Add +1.7% | 412,032 | $32.7M |
| Zhang Financial LLC | 1.12% | Add +7.2% | 410,000 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -15.8% | 415,505 | $32.0M |
| Wolff Financial Management LLC | 7.01% | Add +3.8% | 400,080 | $31.7M |
| Adaptive Financial Consulting, LLC | 12.11% | Add +2.3% | 398,835 | $31.6M |
| William Mack & Associates, Inc. | 18.00% | Reduce -27.1% | 397,355 | $31.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +9.6% | 386,801 | $30.7M |
| White Lighthouse Investment Management Inc. | 4.22% | Add +4.8% | 383,662 | $30.4M |
| Albion Financial Group | 1.95% | Add +7.5% | 381,759 | $30.3M |
| Apella Capital, LLC | 0.44% | Reduce -4.8% | 375,495 | $29.9M |
| Mesirow Financial Investment Management, Inc. | 0.48% | Add +132.1% | 376,495 | $29.8M |
| Captrust Financial Advisors | 0.05% | Add +13.6% | 374,948 | $29.7M |
| Howe & Rusling Inc. | 1.91% | Add +9.1% | 368,905 | $29.2M |
| Howard Capital Management Group, LLC | 1.92% | Reduce -1.3% | 365,205 | $28.9M |
| Waverly Advisors, LLC | 0.21% | Add +2.8% | 348,479 | $27.6M |
| &partners | 0.13% | Reduce -1.5% | 342,507 | $27.2M |
| Towneley Capital Management, Inc / DE | 5.63% | Add +3.9% | 339,670 | $26.9M |
| Bath Savings Trust Co | 2.85% | Reduce -0.5% | 336,624 | $26.7M |
| Rodgers & Associates, LTD | 2.65% | Add +8.7% | 327,775 | $26.0M |
| Hardy Reed LLC | 1.88% | Add +4.9% | 325,159 | $25.8M |
| State of Wisconsin Investment Board | 0.06% | No change | 324,000 | $25.7M |
| Davidson Capital Management Inc. | 4.65% | Add +54023.1% | 323,656 | $25.7M |
| Graves Light Lenhart Wealth, Inc. | 2.64% | Add +3.6% | 320,527 | $25.4M |
| Creative Financial Designs Inc. | 1.53% | Add +2.6% | 316,533 | $25.1M |
| Coyle Financial Counsel LLC | 5.30% | Add +4.5% | 316,139 | $25.1M |
| Baskin Financial Services Inc. | 2.04% | Reduce -0.2% | 313,536 | $24.9M |
| Wescott Financial Advisory Group, LLC | 2.17% | Add +3.5% | 312,859 | $24.8M |
| Kestra Private Wealth Services, LLC | 0.30% | Reduce -0.1% | 310,850 | $24.6M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +10.0% | 309,853 | $24.6M |
| Pecaut & Co. | 7.97% | New | 309,836 | $24.6M |
| JBGlobal.com LLC | 24.03% | Add +3.9% | 307,799 | $24.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 4.21% | Add +1.6% | 306,891 | $24.3M |
| Bear Mountain Capital, Inc. | 7.10% | Add +14.0% | 297,165 | $23.6M |
| Beacon Financial Strategies CORP | 13.40% | Add +3.2% | 297,741 | $23.6M |
| CIBC Bancorp USA Inc. | 0.03% | — | 292,039 | $23.1M |
| Greenspring Advisors, LLC | 1.40% | Add +13.0% | 290,328 | $23.0M |
| WBH Advisory Inc. | 1.72% | Add +6.2% | 290,503 | $23.0M |
| Market Street Wealth Management Advisors LLC | 3.61% | Add +2.1% | 288,775 | $22.9M |
| ShankerValleau Wealth Advisors, Inc. | 6.44% | Add +2.1% | 288,155 | $22.8M |
| WESCAP Management Group, Inc. | 4.48% | Add +7.3% | 286,951 | $22.7M |
| Trustmark Bank Trust Department | 1.46% | Add +5.5% | 286,873 | $22.7M |
| Rialto Wealth Management, LLC | 5.10% | Add +6.6% | 286,402 | $22.7M |
| Valmark Advisers, Inc. | 0.27% | Add +60.7% | 286,180 | $22.7M |
| Firestone Capital Management | 4.66% | Add +11.3% | 282,602 | $22.4M |
| Unison Advisors LLC | 1.70% | Add +9.4% | 282,167 | $22.4M |
| Dagco, Inc. | 4.74% | Add +120.1% | 275,973 | $21.9M |
| Kwmg, LLC | 1.82% | Add +4.8% | 274,786 | $21.8M |
| Alerus Financial NA | 1.07% | Add +7.4% | 272,285 | $21.6M |
| Farmers & Merchants Investments Inc. | 0.60% | Add +14.0% | 272,160 | $21.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -5.9% | 269,329 | $21.3M |
| Longview Financial Advisors LLC | 11.57% | Reduce -5.7% | 268,589 | $21.3M |
| VSM Wealth Advisory, LLC | 6.33% | Add +3.0% | 267,260 | $21.2M |
| Tandem Wealth Advisors LLC | 9.40% | Add +45.1% | 266,100 | $21.1M |
| Pittenger & Anderson Inc. | 0.83% | Reduce -9.1% | 264,608 | $21.0M |
| Principal Securities, Inc. | 0.31% | Add +19.1% | 263,105 | $20.9M |
| Fifth Third Bancorp | 0.04% | Add +4591.9% | 262,280 | $20.8M |
| 49 Wealth Management, LLC | 1.55% | Add +69.9% | 260,813 | $20.7M |
| Gould Asset Management LLC | 3.54% | Add +4.4% | 257,157 | $20.4M |
| Hiley Hunt Wealth Management | 8.90% | Add +4.6% | 254,465 | $20.2M |
| AAFMAA Wealth Management & Trust LLC | 7.72% | Reduce -2.8% | 251,044 | $19.9M |
| Centiva Capital, LP | 0.93% | New | 250,000 | $19.8M |
| Integrity Advisory Solutions, LLC | 2.61% | Add +8.5% | 248,956 | $19.7M |
| First National Trust Co | 0.67% | Reduce -3.0% | 246,693 | $19.6M |
| AA Financial Advisors, LLC | 2.75% | Add +107.4% | 246,616 | $19.5M |
| Beese Fulmer Investment Management, Inc. | 1.24% | Add +11.3% | 243,719 | $19.3M |
| Matrix Trust Co | 3.20% | Reduce -1.8% | 243,304 | $19.3M |
| OneAscent Financial Services LLC | 1.04% | Add +146.2% | 241,067 | $19.1M |
| EverSource Wealth Advisors, LLC | 0.57% | Reduce -1.4% | 235,621 | $18.7M |
| Wealthspire Retirement, LLC | 1.12% | Add +9.1% | 235,450 | $18.7M |
| Paulson Wealth Management Inc. | 4.36% | Reduce -4.6% | 234,551 | $18.6M |
| MassMutual Private Wealth & Trust, FSB | 0.51% | Add +2.3% | 234,131 | $18.6M |
| NewEdge Advisors, LLC | 0.07% | Add +1.4% | 233,199 | $18.5M |
| Stone Summit Wealth LLC | 5.11% | Add +11.4% | 231,429 | $18.3M |
| Essex LLC | 3.23% | Reduce -0.5% | 231,153 | $18.3M |
| Mason & Associates Inc | 3.53% | Add +2.9% | 229,931 | $18.2M |
| Fisher Asset Management | 0.01% | Reduce -10.3% | 228,242 | $18.1M |
| Dynamic Advisor Solutions LLC | 0.57% | Add +2.4% | 226,444 | $18.0M |
| Employees' Retirement Fund of the City of Fort Worth | 7.78% | No change | 226,264 | $17.9M |
| Hassell Wealth Management, LLC | 6.01% | Add +2.5% | 226,101 | $17.9M |
| Foundation Wealth Management, LLC\PA | 6.30% | Add +10.0% | 225,318 | $17.9M |
| SouthState Bank Corp | 0.83% | Add +74.4% | 225,236 | $17.9M |
| Whelan Financial | 5.49% | Add +2.0% | 222,941 | $17.7M |
| Wealth Management Nebraska | 1.78% | Reduce -0.5% | 221,955 | $17.6M |
| Staley Capital Advisers Inc. | 0.73% | Add +17.5% | 216,101 | $17.1M |
| Prospera Financial Services Inc | 0.28% | Add +111.8% | 215,895 | $17.1M |
| TL Private Wealth | 6.70% | Add +0.9% | 214,503 | $17.0M |
| Patten & Patten Inc. | 1.01% | Add +1.3% | 210,476 | $16.7M |
| Savant Capital, LLC | 0.08% | Add +33.6% | 209,981 | $16.6M |
| Curbstone Financial Management Corp | 3.17% | Reduce -0.9% | 208,934 | $16.6M |
| E&R Wealth Management, LLC | 16.45% | Add +3.8% | 208,372 | $16.5M |
| Grey Fox Wealth Advisors, LLC | 3.16% | Add +22.8% | 206,502 | $16.4M |
| Forbes Financial Planning, Inc. | 9.38% | Add +5.3% | 204,881 | $16.2M |
| Vise Technologies, Inc. | 0.31% | No change | 198,730 | $15.8M |
| Horizon Investment Services, LLC | 5.49% | Reduce -1.4% | 199,279 | $15.8M |
| Northwest Bancshares, Inc. | 3.13% | Reduce -13.9% | 198,680 | $15.7M |
| Asio Capital, LLC | 2.19% | Add +1.5% | 196,555 | $15.6M |
| Lighthouse Financial LLC | 9.32% | Add +10.8% | 194,884 | $15.4M |
| Compass Advisory Group LLC | 4.11% | Add +12.5% | 193,599 | $15.3M |
| Private Advisor Group, LLC | 0.07% | Add +0.4% | 193,438 | $15.3M |
| Florida Trust Wealth Management Co | 0.43% | Add +5.8% | 192,025 | $15.2M |
| Asset Management Group, Inc. | 2.46% | Add +0.1% | 191,810 | $15.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.0% | 188,305 | $14.9M |
| RFG Advisory, LLC | 0.27% | Add +1.7% | 187,802 | $14.9M |
| Twele Capital Management, Inc. | 2.64% | Add +2.5% | 186,907 | $14.8M |
| Factor Wealth Management LTD | 2.76% | Add +18.8% | 185,081 | $14.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 183,249 | $14.6M |
| Level Financial Advisors | 3.73% | Add +2.6% | 184,249 | $14.6M |
| Stordahl Capital Management, Inc. | 2.98% | Add +2.5% | 182,830 | $14.5M |
| Cordant, Inc. | 5.88% | Add +2.5% | 182,600 | $14.5M |
| Harbour Investments, Inc. | 0.22% | Add +160.9% | 182,407 | $14.5M |
| Mustard Seed Financial, LLC | 8.66% | Add +4.0% | 182,355 | $14.5M |
| Nicolet Bankshares Inc. | 0.53% | Add +5818.7% | 182,297 | $14.5M |
| International City Management Association Retirement Corp | 7.37% | No change | 181,600 | $14.4M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -7.1% | 179,032 | $14.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +18.6% | 178,643 | $14.2M |
| Capital Group Private Client Services, Inc. | 0.24% | No change | 178,161 | $14.1M |
| Blair William & Co. | 0.04% | Add +96.3% | 177,992 | $14.1M |
| Fairview Capital Investment Management, LLC | 0.76% | Reduce -0.6% | 176,638 | $14.0M |
| Gradient Capital Advisors, LLC | 3.62% | Add +2.5% | 176,181 | $14.0M |
| Hobart Private Capital, LLC | 2.73% | Add +116.7% | 175,282 | $13.9M |
| Seaside Wealth Management, Inc. | 3.87% | Add +2.6% | 173,413 | $13.7M |
| Van Strum & Towne Inc. | 4.00% | Add +18.9% | 172,649 | $13.7M |
| Urban Financial Advisory Corp | 4.80% | Add +6.6% | 171,426 | $13.6M |
| TRB Wealth Management, LLC | 1.91% | — | 169,879 | $13.5M |
| Grove Bank & Trust | 1.52% | Add +5.7% | 169,347 | $13.4M |
| United Services Automobile Association | 1.57% | Reduce -7.8% | 168,364 | $13.3M |
| Union Bancaire Privee, UBP SA | 0.19% | Reduce -6.0% | 168,188 | $13.3M |
| Shufro Rose & Co. LLC | 0.90% | Add +1.5% | 166,330 | $13.2M |
| Twin Cities Retirement Group LLC | 11.99% | Add +6.8% | 165,418 | $13.1M |
| Parallel Advisors, LLC | 0.23% | Add +1.4% | 164,112 | $13.0M |
| TAGStone Capital, Inc. | 4.48% | Add +1.6% | 159,669 | $12.7M |
| Robinson Value Management, Ltd. | 6.97% | Add +199.6% | 158,023 | $12.5M |
| Osborne Partners Capital Management, LLC | 0.66% | Add +0.2% | 157,576 | $12.5M |
| World Investment Advisors | 0.20% | Add +7.1% | 157,455 | $12.5M |
| DecisionPoint Financial, LLC | 2.68% | Add +6.4% | 156,968 | $12.4M |
| NorthRock Partners, LLC | 0.20% | Add +7.0% | 156,828 | $12.4M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +285.1% | 156,565 | $12.4M |
| United Capital Financial Advisors, LLC | 0.08% | Add +8.6% | 156,258 | $12.4M |
| Marion Wealth Management | 2.73% | Reduce -34.5% | 155,180 | $12.3M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +5.5% | 154,692 | $12.3M |
| Montag A & Associates Inc. | 0.56% | Reduce -0.3% | 153,041 | $12.1M |
| First American Trust, FSB | 0.81% | Add +9.9% | 152,082 | $12.1M |
| Capstone Capital LLC | 7.70% | Add +0.2% | 150,850 | $12.0M |
| NewEdge Wealth, LLC | 0.14% | Add +3.6% | 149,717 | $11.9M |
| Prudential Financial Inc. | 0.01% | Reduce -12.7% | 147,751 | $11.7M |
| BCS Wealth Management | 2.38% | Reduce -48.9% | 147,074 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -25.8% | 146,618 | $11.6M |
| Peddock Capital Advisors, LLC | 2.56% | Add +2.9% | 146,611 | $11.6M |
| Schroder Investment Management Group | 0.01% | Add +509.3% | 146,557 | $11.6M |
| Pointe Capital Management LLC | 5.73% | Add +5.0% | 145,883 | $11.6M |
| Roundview Capital LLC | 0.72% | Add +3.3% | 145,141 | $11.5M |
| Napier Financial, LLC | 2.64% | Reduce -0.5% | 144,987 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +262.1% | 144,692 | $11.5M |
| Chesapeake Wealth Management | 3.49% | Add +1.0% | 143,221 | $11.4M |
| Magnus Financial Group LLC | 0.93% | Add +7.7% | 143,076 | $11.3M |
| Platt Investment Counsel, LLC | 8.72% | Add +3.6% | 142,898 | $11.3M |
| Providence First Trust Co | 3.93% | Reduce -2.4% | 141,069 | $11.2M |
| Asset Advisory Group, Inc. | 5.61% | Add +15.0% | 140,978 | $11.2M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -1.6% | 139,420 | $11.1M |
| Finhabits Advisors LLC | 10.18% | Add +1.5% | 139,163 | $11.0M |
| Cherry Tree Wealth Management, LLC | 2.32% | Add +1.2% | 138,456 | $11.0M |
| Sage Financial Management Group, Inc. | 3.37% | Add +1.3% | 138,399 | $11.0M |
| Powers Advisory Group, LLC | 3.85% | Add +10.5% | 137,735 | $10.9M |
| Condor Capital Management | 0.91% | Add +2.8% | 137,317 | $10.9M |
| Investments & Financial Planning, LLC | 5.87% | Reduce -0.3% | 135,922 | $10.8M |
| Pure Financial Advisors, LLC | 0.16% | Add +19.8% | 135,838 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +39.4% | 135,104 | $10.7M |
| Checchi Capital Advisers, LLC | 0.72% | Reduce -1.7% | 132,314 | $10.5M |
| Addison Capital Co | 1.85% | Add +52.9% | 131,123 | $10.4M |
| Fifth Third Securities, Inc. | 0.67% | Add +2.1% | 130,324 | $10.3M |
| Luminvest Wealth Management LLC | 2.69% | Add +9.9% | 129,776 | $10.3M |
| Disciplined Investments, LLC | 3.63% | Add +3.7% | 127,680 | $10.1M |
| CWA Asset Management Group, LLC | 0.35% | Add +16.1% | 127,626 | $10.1M |
| Vista Investment Management | 3.38% | Add +0.6% | 127,091 | $10.1M |
| Hurlow Wealth Management Group, Inc. | 2.38% | Add +5.3% | 125,984 | $10.0M |
| Minot DeBlois Advisors LLC | 9.02% | Reduce -1.4% | 125,354 | $9.9M |
| Leading Edge Financial Planning LLC | 2.06% | Add +4.4% | 123,709 | $9.8M |
| Milestone Investment Advisors LLC | 2.37% | Add +3.1% | 123,636 | $9.8M |
| Private Management Group Inc. | 0.28% | Add +4.7% | 122,960 | $9.7M |
| Cresset Asset Management, LLC | 0.04% | Add +145.6% | 122,189 | $9.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.18% | Add +100.3% | 121,696 | $9.6M |
| Bryn Mawr Trust Advisors, LLC | 0.46% | Add +11.2% | 120,791 | $9.6M |
| Oakwell Private Wealth Management, LLC | 1.71% | Add +3.9% | 120,640 | $9.6M |
| CVS HEALTH Corp | 4.48% | New | 120,000 | $9.5M |
| IMZ Advisory Inc | 3.58% | Add +3.9% | 119,518 | $9.5M |
| Conrad Siegel Investment Advisors, Inc. | 1.68% | Reduce -1.7% | 117,213 | $9.3M |
| Ameritas Advisory Services, LLC | 0.36% | Add +913.0% | 116,984 | $9.3M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -10.8% | 116,766 | $9.3M |
| Leavell Investment Management, Inc. | 0.38% | Reduce -1.9% | 116,375 | $9.2M |
| Whitegate Investment Counselors, Inc. | 2.91% | Reduce -1.2% | 115,485 | $9.2M |
| Wealthspan Partners, LLC | 3.22% | Add +0.4% | 115,279 | $9.1M |
| NBT Bank, N.A. | 0.59% | Add +3240.4% | 113,606 | $9.0M |
| Oppenheimer & Co. Inc. | 0.11% | Add +39.1% | 112,624 | $8.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.18% | Add +11.2% | 111,871 | $8.9M |
| Sharper & Granite LLC | 3.02% | Add +22.4% | 111,615 | $8.8M |
| WASHINGTON TRUST Co | 0.30% | Add +0.5% | 110,676 | $8.8M |
| Goldstone Financial Group, LLC | 0.95% | Reduce -1.6% | 110,505 | $8.8M |
| ETF Portfolio Partners, Inc. | 2.28% | Add +2.2% | 109,507 | $8.7M |
| Atlantic Edge Private Wealth Management, LLC | 2.12% | Reduce -1.0% | 108,672 | $8.6M |
| SpringVest Wealth Management LLC | 5.85% | Reduce -0.6% | 108,093 | $8.6M |
| Certified Advisory Corp | 0.77% | Add +6.7% | 108,089 | $8.6M |
| Telos Capital Management, Inc. | 0.81% | Add +1.0% | 107,298 | $8.5M |
| Sigma Planning Corp | 0.24% | Add +6.6% | 106,796 | $8.5M |
| HTG Investment Advisors, Inc. | 2.41% | Add +112.6% | 106,655 | $8.5M |
| Choreo, LLC | 0.10% | Add +52.0% | 106,511 | $8.4M |
| DDD Partners, LLC | 0.58% | Add +19.0% | 105,611 | $8.4M |
| Fort Vancouver Investment Management, LLC | 4.24% | Reduce -7.6% | 105,339 | $8.4M |
| Verdence Capital Advisors LLC | 0.49% | Add +11.3% | 104,999 | $8.3M |
| Cordatus Wealth Management LLC | 1.97% | New | 104,185 | $8.3M |
| Strategent Financial, LLC | 5.61% | Add +76.2% | 104,143 | $8.3M |
| Axxcess Wealth Management, LLC | 0.26% | Reduce -34.1% | 104,007 | $8.2M |
| Equitable Holdings, Inc. | 0.05% | Add +76.7% | 103,252 | $8.2M |
| Integrity Investment Advisors, LLC | 4.42% | Add +25.1% | 102,868 | $8.2M |
| Trellis Wealth Advisors LLC | 3.10% | Add +6.3% | 102,705 | $8.1M |
| Modern Wealth Management, LLC | 0.14% | New | 100,350 | $7.9M |
| Harbour Trust & Investment Management Co | 0.83% | Add +1.3% | 99,061 | $7.9M |
| Parsons Capital Management Inc. | 0.36% | Add +10.6% | 99,053 | $7.9M |
| Legacy Edge Advisors, LLC | 0.82% | Add +2861.8% | 98,185 | $7.8M |
| Mgo One Seven LLC | 0.16% | Add +12.3% | 97,710 | $7.7M |
| Rossmore Private Capital | 0.68% | Add +2.5% | 96,859 | $7.7M |
| HSBC Holdings PLC | 0.00% | New | 96,771 | $7.7M |
| Curtis Advisory Group, LLC | 1.65% | Reduce -14.1% | 96,389 | $7.6M |
| Integrated Advisors Network LLC | 0.40% | Reduce -25.4% | 96,124 | $7.6M |
| Citigroup Inc. | 0.00% | Reduce -14.2% | 95,076 | $7.5M |
| Oak Harvest Investment Services | 0.78% | Add +36.1% | 94,476 | $7.5M |
| Glenview Trust Co | 0.12% | Add +9.0% | 94,353 | $7.5M |
| Financial Plan, Inc. | 0.80% | Add +1.9% | 93,971 | $7.4M |
| First Horizon Corp. | 0.31% | Add +8.3% | 93,003 | $7.4M |
| Meitav Investment House Ltd. | 0.08% | Add +36.8% | 92,916 | $7.4M |
| Ameritas Investment Partners, Inc. | 0.22% | Add +5.0% | 92,324 | $7.3M |
| Kraft, Davis & Associates, LLC | 1.55% | Add +20.8% | 91,938 | $7.3M |
| Clearstead Advisors, LLC | 0.07% | Add +30.8% | 91,699 | $7.3M |
| Metropolitan Life Insurance Co | 2.21% | No change | 91,419 | $7.2M |
| Balance Wealth Partners LLC | 2.25% | Add +12.0% | 91,226 | $7.2M |
| Boston Family Office LLC | 0.48% | Add +4.8% | 91,179 | $7.2M |
| Montecito Bank & Trust | 1.18% | Reduce -2.5% | 90,698 | $7.2M |
| Madison Asset Management, LLC | 0.09% | Reduce -18.8% | 90,652 | $7.2M |
| Northstar Advisory Group, LLC | 2.73% | New | 90,364 | $7.2M |
| Cliffwater LLC | 1.88% | Reduce -0.8% | 89,515 | $7.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +213.2% | 88,070 | $7.0M |
| Summit Financial, LLC | 0.09% | Add +4.5% | 87,595 | $6.9M |
| HORAN Wealth, LLC | 0.66% | Add +29.9% | 87,333 | $6.9M |
| Professional Advisory Services Inc. | 0.86% | Reduce -4.0% | 86,073 | $6.8M |
| W.H. Cornerstone Investments Inc. | 4.26% | Reduce -1.6% | 85,901 | $6.8M |
| Quattro Financial Advisors LLC | 2.04% | Reduce -17.4% | 85,115 | $6.7M |
| Cascade Wealth Advisors, Inc | 2.96% | Reduce -1.3% | 85,155 | $6.7M |
| Tide Cove Capital Partners LLC | 4.57% | Add +0.8% | 84,599 | $6.7M |
| Perigon Wealth Management, LLC | 0.12% | Add +3.8% | 84,493 | $6.7M |
| Virtus Family Office LLC | 5.70% | Reduce -12.9% | 84,227 | $6.7M |
| Belpointe Asset Management LLC | 0.24% | Add +22.8% | 83,686 | $6.6M |
| Sigma Investment Counselors Inc. | 0.34% | Reduce -14.3% | 81,966 | $6.5M |
| Grand Wealth Management, LLC | 3.05% | Add +6.0% | 81,646 | $6.5M |
| Catalyst Capital Advisors LLC | 0.12% | No change | 81,223 | $6.4M |
| Strategic Wealth Advisors LLC | 5.13% | Add +9.3% | 80,643 | $6.4M |
| Equita Financial Network, Inc. | 2.00% | Reduce -1.9% | 80,240 | $6.4M |
| Perennial Advisors, LLC | 1.09% | Reduce -3.1% | 80,116 | $6.4M |
| First National Bank of Omaha | 0.20% | Reduce -1.7% | 80,311 | $6.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.1% | 80,062 | $6.3M |
| Meridian Wealth Management, LLC | 0.22% | Reduce -13.5% | 79,857 | $6.3M |
| Studio Investment Management LLC | 1.14% | Reduce -0.9% | 79,803 | $6.3M |
| Mountain Pacific Investment Advisers LLC | 1.07% | Reduce -13.2% | 79,078 | $6.3M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 76,186 | $6.0M |
| Bedel Financial Consulting, Inc. | 0.69% | Reduce -2.7% | 75,457 | $6.0M |
| Transamerica Financial Advisors, LLC | 0.51% | Reduce -6.5% | 74,879 | $5.9M |
| Koshinski Asset Management, Inc. | 0.36% | Add +3.7% | 73,713 | $5.8M |
| Phoenix Financial Ltd. | 0.06% | Add +6.5% | 73,573 | $5.8M |
| Commerce Bank | 0.03% | Add +1263.8% | 73,468 | $5.8M |
| Guyasuta Investment Advisors Inc. | 0.34% | No change | 73,311 | $5.8M |
| Whittier Trust Co. | 0.07% | Add +6.3% | 73,529 | $5.8M |
| Agf Management Ltd. | 0.03% | Reduce -2.6% | 72,688 | $5.8M |
| Fca Corp. | 1.62% | Add +2.3% | 72,396 | $5.7M |
| Scotia Capital Inc. | 0.02% | Add +0.1% | 72,337 | $5.7M |
| Sei Investments Co. | 0.01% | New | 71,460 | $5.7M |
| Forum Private Client Group LLC | 1.88% | Add +9.9% | 71,015 | $5.6M |
| M&T Bank Corp | 0.02% | Add +12.2% | 70,627 | $5.6M |
| Arkos Global Advisors | 0.70% | Reduce -1.2% | 70,491 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +31.9% | 70,295 | $5.6M |
| Everett Harris & Co. | 0.07% | No change | 69,930 | $5.5M |
| Morton Brown Family Wealth, LLC | 1.46% | Add +3.1% | 69,894 | $5.5M |
| Bar Harbor Wealth Management | 0.32% | Reduce -1.1% | 69,537 | $5.5M |
| Anchor Capital Advisors LLC | 0.16% | Reduce -2.3% | 69,444 | $5.5M |
| Atria Investments, Inc | 0.06% | Add +34.6% | 69,346 | $5.5M |
| Traub Capital Management LLC | 5.45% | Reduce -0.7% | 69,322 | $5.5M |
| Evergreen Capital Management LLC | 0.12% | Reduce -1.2% | 69,051 | $5.5M |
| Black Diamond Financial, LLC | 0.59% | Reduce -7.3% | 68,383 | $5.4M |
| Argent Trust Co | 0.18% | Add +15.6% | 68,346 | $5.4M |
| IFP Advisors, Inc | 0.11% | Add +8.3% | 68,244 | $5.4M |
| Conservest Capital Advisors, Inc. | 0.49% | Add +355.8% | 68,056 | $5.4M |
| Old Mission Capital LLC | 0.13% | New | 67,833 | $5.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -7.9% | 67,696 | $5.4M |
| Kure Advisory, LLC | 2.92% | Add +3.6% | 67,588 | $5.4M |
| Ankerstar Wealth, LLC | 5.59% | Add +11.5% | 66,838 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +22.7% | 66,828 | $5.3M |
| Cary Street Partners Financial LLC | 0.13% | Add +4.2% | 66,670 | $5.3M |
| Independent Advisor Alliance | 0.06% | Add +149.3% | 66,640 | $5.3M |
| truNorth Financial Services, Inc. | 5.44% | Add +6.5% | 66,362 | $5.3M |
| XY Planning Network, Inc. | 0.84% | Add +4.1% | 66,475 | $5.3M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +1.7% | 65,784 | $5.2M |
| Sprott Inc. | 0.16% | No change | 65,400 | $5.2M |
| Madden Advisory Services, Inc. | 2.02% | Add +12.4% | 64,847 | $5.1M |
| Climber Capital SA | 3.35% | Reduce -25.2% | 64,555 | $5.1M |
| HM Payson & Co. | 0.07% | Add +2.0% | 64,266 | $5.1M |
| Coastal Bridge Advisors, LLC | 0.36% | Add +10.4% | 64,082 | $5.1M |
| Arcataur Capital Management LLC | 1.41% | Add +1.8% | 63,978 | $5.1M |
| Ssa Swiss Advisors AG | 2.34% | Add +67.1% | 63,733 | $5.1M |
| Cardiff Park Advisors, LLC | 0.40% | Reduce -3.1% | 63,259 | $5.0M |
| Massachusetts Wealth Management | 2.17% | Reduce -2.1% | 63,051 | $5.0M |
| Daiwa Securities Group Inc. | 0.01% | Add +26.4% | 62,630 | $5.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.83% | Add +114.3% | 62,320 | $4.9M |
| Cambient Family Office, LLC | 0.69% | Reduce -8.1% | 62,108 | $4.9M |
| Brucke Financial, Inc. | 2.49% | Add +37.9% | 61,938 | $4.9M |
| Titleist Asset Management, LLC | 0.37% | Add +13.7% | 61,496 | $4.9M |
| Blueline Advisors LLC | 3.77% | Add +63.3% | 61,400 | $4.9M |
| Eukles Asset Management | 2.17% | Add +24.8% | 61,333 | $4.9M |
| Gladwyn Financial Advisors, Inc. | 3.37% | Add +3.1% | 61,104 | $4.8M |
| CWC Advisors, LLC. | 2.30% | Add +3.0% | 61,065 | $4.8M |
| Johnson Investment Counsel Inc. | 0.04% | New | 60,759 | $4.8M |
| Common Fund for Nonprofit Organizations | 0.46% | Add +0.7% | 60,560 | $4.8M |
| Arrow Financial Corp | 0.48% | Reduce -17.4% | 60,420 | $4.8M |
| Simon Quick Advisors, LLC | 0.22% | Add +41.3% | 60,258 | $4.8M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 59,726 | $4.7M |
| Zacks Investment Management | 0.04% | Reduce -5.0% | 59,652 | $4.7M |
| Savvy Advisors, Inc. | 0.13% | Add +4.6% | 59,644 | $4.7M |
| Sightline Wealth Advisors, LLC | 1.99% | Add +9.2% | 59,439 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +48.2% | 58,807 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -21.5% | 58,403 | $4.6M |
| Shotwell Rutter Baer Inc | 2.71% | Add +5.3% | 58,155 | $4.6M |
| Novare Capital Management LLC | 0.36% | Add +1.0% | 57,987 | $4.6M |
| Larson Financial Group LLC | 0.15% | Reduce -18.9% | 57,336 | $4.5M |
| Arbor Trust Wealth Advisors, LLC | 1.99% | Add +2.0% | 57,210 | $4.5M |
| Blue Trust, Inc. | 0.05% | Reduce -6.9% | 57,070 | $4.5M |
| LFA - Lugano Financial Advisors SA | 2.30% | Add +14.8% | 57,425 | $4.5M |
| Fortress Financial Solutions, LLC | 4.72% | Add +7.4% | 56,992 | $4.5M |
| EFG International AG | 0.10% | Reduce -1.7% | 56,960 | $4.5M |
| Visionary Wealth Advisors | 0.20% | Add +9.4% | 56,428 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Add +20.5% | 56,172 | $4.5M |
| Bellecapital International Ltd. | 0.80% | Add +1558.8% | 55,918 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -1.5% | 55,858 | $4.4M |
| Middleton & Co. Inc. | 0.50% | Reduce -6.1% | 55,821 | $4.4M |
| Warwick Investment Management, Inc. | 0.64% | Reduce -11.7% | 55,607 | $4.4M |
| Sterling Financial Planning, Inc. | 1.31% | Add +19.5% | 55,601 | $4.4M |
| Guardian Wealth Management, Inc. | 2.40% | Add +20.3% | 55,373 | $4.4M |
| BIP Wealth, LLC | 0.18% | Add +11.8% | 55,321 | $4.4M |
| Christine Messmer PC | 2.76% | Reduce -25.0% | 54,423 | $4.3M |
| Stirlingshire Investments, Inc. | 3.77% | Add +12.4% | 54,212 | $4.3M |
| Galvin, Gaustad & Stein, LLC | 0.35% | Reduce -29.7% | 54,113 | $4.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.17% | Add +6.3% | 54,084 | $4.3M |
| Patten Group, Inc. | 0.74% | Reduce -4.8% | 54,000 | $4.3M |
| Websterrogers Financial Advisors, LLC | 1.22% | Add +1.5% | 53,985 | $4.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Add +7.4% | 53,835 | $4.3M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -6.9% | 53,368 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +6.0% | 53,295 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.46% | Add +3.9% | 52,978 | $4.2M |
| Good Steward Wealth Advisors,LLC | 2.70% | Reduce -0.2% | 52,907 | $4.2M |
| Planning Directions Inc. | 2.12% | Reduce -17.4% | 52,859 | $4.2M |
| Chandler Asset Management, Inc. | 0.63% | Add +0.7% | 52,735 | $4.2M |
| Juncture Wealth Strategies, LLC | 1.40% | Add +2.0% | 52,716 | $4.2M |
| PFG Investments, LLC | 0.19% | Add +8.6% | 52,530 | $4.2M |
| Mariner Investment Group LLC | 2.14% | New | 52,321 | $4.1M |
| Rathbones Group PLC | 0.02% | Add +16.2% | 52,038 | $4.1M |
| Bull Street Advisors, LLC | 2.03% | Reduce -2.1% | 51,707 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -10.8% | 51,242 | $4.1M |
| Sage Rhino Capital LLC | 0.76% | Add +722.4% | 51,241 | $4.1M |
| Fiduciary Advisors, Inc. | 3.02% | Add +4.5% | 50,761 | $4.0M |
| Wood Tarver Financial Group, LLC | 1.11% | Reduce -3.1% | 50,548 | $4.0M |
| Marietta Wealth Management, LLC | 0.47% | Add +3.5% | 50,361 | $4.0M |
| Easterly Investment Partners LLC | 0.30% | No change | 50,244 | $4.0M |
| Betterment LLC | 0.01% | Reduce -0.3% | 49,119 | $3.9M |
| JNBA Financial Advisors | 0.32% | Reduce -2.4% | 49,030 | $3.9M |
| Anchor Investment Management, LLC | 0.32% | Reduce -4.3% | 48,460 | $3.8M |
| Farrell Financial LLC | 2.29% | Add +1.9% | 48,434 | $3.8M |
| Manning & Napier Advisors LLC | 0.05% | Add +22.8% | 48,134 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -16.6% | 48,228 | $3.8M |
| V2 Financial group LLC | 1.77% | Add +389.8% | 48,033 | $3.8M |
| Raffa Wealth Management, LLC | 0.59% | Reduce -3.2% | 47,848 | $3.8M |
| Intrua Financial, LLC | 0.40% | Reduce -13.9% | 47,492 | $3.8M |
| Tidal Investments LLC | 0.01% | Add +84.8% | 47,199 | $3.7M |
| Gotham Asset Management | 0.01% | New | 47,010 | $3.7M |
| TruWealth Advisors, LLC | 0.18% | Add +10.7% | 46,875 | $3.7M |
| Chesapeake Capital Corp. | 2.67% | Add +83.1% | 46,738 | $3.7M |
| Lazard Asset Management LLC | 0.01% | No change | 46,720 | $3.7M |
| Advisory Research Inc. | 0.45% | Add +16.6% | 46,435 | $3.7M |
| Fiduciary Group, LLC | 0.31% | Reduce -2.0% | 46,371 | $3.7M |
| TriaGen Wealth Management LLC | 1.00% | Add +2.4% | 46,339 | $3.7M |
| Forza Wealth Management, LLC | 1.27% | Add +19.0% | 46,176 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.2% | 46,131 | $3.7M |
| Cornerstone National Bank & Trust Co | 1.34% | New | 45,978 | $3.6M |
| CWS Financial Advisors, LLC | 0.93% | Add +207.4% | 45,787 | $3.6M |
| Windward Private Wealth Management Inc. | 1.25% | Reduce -0.5% | 45,675 | $3.6M |
| Walkner Condon Financial Advisors LLC | 0.47% | Add +22.7% | 44,528 | $3.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +28.7% | 44,238 | $3.5M |
| Topel & Distasi Wealth Management, LLC | 1.81% | Reduce -0.3% | 44,140 | $3.5M |
| Culbertson A N & Co. Inc. | 0.45% | Reduce -2.6% | 43,968 | $3.5M |
| Saranac Partners Ltd | 1.51% | Reduce -14.4% | 43,830 | $3.5M |
| J.Safra Asset Management Corp | 0.19% | Add +8.2% | 43,826 | $3.5M |
| Calton & Associates, Inc. | 0.50% | Add +55.7% | 43,777 | $3.5M |
| Voya Investment Management LLC | 0.00% | New | 43,657 | $3.5M |
| Cloud Capital Management, LLC | 1.50% | Add +20.6% | 43,441 | $3.4M |
| Vicus Capital | 0.25% | Add +3.8% | 43,337 | $3.4M |
| NavPoint Financial, Inc. | 1.39% | Reduce -12.1% | 43,321 | $3.4M |
| Pacific Park Financial, Inc. | 2.20% | Add +3.0% | 42,535 | $3.4M |
| Mma Asset Management LLC | 1.19% | Reduce -10.6% | 42,530 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.16% | Reduce -4.3% | 42,270 | $3.4M |
| Silver Oak Wealth Advisors Services, LLC | 2.16% | Add +5.7% | 41,859 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -8.1% | 41,563 | $3.3M |
| Capasso Planning Partners LLC | 1.78% | Add +3.0% | 41,543 | $3.3M |
| Focus Financial Network, Inc. | 0.12% | Add +356.2% | 41,480 | $3.3M |
| Weik Capital Management | 1.31% | Reduce -0.3% | 41,477 | $3.3M |
| Scott Capital Advisors, LLC | 0.66% | Add +117.1% | 41,328 | $3.3M |
| MidAtlantic Capital Management, Inc. | 2.24% | Add +4.2% | 40,994 | $3.2M |
| StoneX Group Inc. | 0.17% | Add +14.0% | 41,030 | $3.2M |
| Wesbanco Bank Inc. | 0.09% | Reduce -1.2% | 40,570 | $3.2M |
| Flputnam Investment Management Co. | 0.05% | Reduce -14.1% | 40,551 | $3.2M |
| Guardian Asset Advisors, LLC | 1.87% | Reduce -6.1% | 40,323 | $3.2M |
| GeoWealth Management, LLC | 0.11% | Add +61.9% | 40,206 | $3.2M |
| International Assets Investment Management, LLC | 0.22% | Add +38.8% | 40,304 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.06% | Add +2.9% | 39,943 | $3.2M |
| Equity Investment Corp. | 0.06% | Reduce -1.1% | 39,916 | $3.2M |
| Greenline Partners, LLC | 0.34% | Reduce -15.9% | 39,871 | $3.2M |
| Riverview Capital Advisers, LLC | 1.05% | Add +249.0% | 39,844 | $3.2M |
| Compass Ion Advisors, LLC | 0.30% | Reduce -1.6% | 39,722 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Add +12.0% | 39,547 | $3.1M |
| Courier Capital LLC | 0.17% | Reduce -11.6% | 39,409 | $3.1M |
| Avant Financial Advisors LLC | 2.20% | Add +4.4% | 39,397 | $3.1M |
| IFG Advisors, LLC | 0.51% | Add +58.8% | 39,363 | $3.1M |
| Insight Inv LLC | 1.71% | Add +28.4% | 39,326 | $3.1M |
| LifeWealth Investments, LLC | 0.93% | Add +26.9% | 39,184 | $3.1M |
| Coston, McIsaac & Partners | 0.70% | Add +5.3% | 39,150 | $3.1M |
| Intelligent Financial Strategies | 1.61% | Reduce -4.0% | 39,037 | $3.1M |
| Kastel Capital Advisors, LLC | 1.89% | No change | 38,633 | $3.1M |
| Fagan Associates, Inc. | 0.43% | Reduce -2.2% | 38,742 | $3.1M |
| Asset Allocation & Management Company, LLC | 1.14% | No change | 38,470 | $3.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.60% | Add +5.1% | 38,437 | $3.0M |
| Private Advisory Group LLC | 0.21% | New | 38,399 | $3.0M |
| Citizens Financial Group Inc. | 0.04% | Add +11.3% | 38,095 | $3.0M |
| Hegarty Advisors, LLC | 2.38% | Add +23.0% | 38,075 | $3.0M |
| First Commonwealth Financial Corp | 0.48% | Add +225.7% | 38,047 | $3.0M |
| Diversified Portfolios, Inc. | 0.25% | Reduce -4.0% | 37,944 | $3.0M |
| Phillips Financial Management, LLC | 0.22% | Reduce -9.5% | 37,914 | $3.0M |
| Rockwood Wealth Management, LLC | 0.21% | Reduce -0.2% | 37,781 | $3.0M |
| Presilium Private Wealth, LLC | 0.53% | Reduce -19.1% | 37,722 | $3.0M |
| Northeast Financial Group, Inc. | 0.79% | Add +15.2% | 37,341 | $3.0M |
| Five Pine Wealth Management | 1.84% | Add +11.6% | 37,343 | $3.0M |
| Verus Wealth Management, LLC | 2.71% | Add +1.5% | 36,842 | $2.9M |
| Foster Group, Inc. | 0.09% | Add +5.9% | 36,595 | $2.9M |
| Nest Investments, LLC | 2.35% | Add +16.9% | 36,401 | $2.9M |
| Axos Invest Inc. | 2.18% | Reduce -3.4% | 36,338 | $2.9M |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -4.1% | 36,288 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.73% | Add +2.5% | 36,068 | $2.9M |
| Continuum Advisory, LLC | 0.27% | Add +3.3% | 36,046 | $2.9M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.3% | 35,876 | $2.8M |
| Pekin Hardy Strauss, Inc. | 0.30% | Add +179.5% | 35,931 | $2.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.29% | Add +33.6% | 35,794 | $2.8M |
| Clifford Swan Investment Counsel LLC | 0.10% | Reduce -13.2% | 35,612 | $2.8M |
| Wedmont Private Capital | 0.09% | Reduce -10.0% | 35,476 | $2.8M |
| Atlanta Consulting Group Advisors, LLC | 0.60% | Add +2.0% | 35,432 | $2.8M |
| Clear Retirement Advice LLC | 2.20% | Add +8.4% | 35,281 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +4.0% | 35,017 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +361.1% | 34,996 | $2.8M |
| Modus Advisors, LLC | 0.76% | Add +2.4% | 34,917 | $2.8M |
| Columbia Advisory Partners LLC | 1.76% | New | 34,798 | $2.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.10% | No change | 34,673 | $2.7M |
| Agate Pass Investment Management, LLC | 1.07% | Reduce -4.9% | 34,605 | $2.7M |
| Headinvest, LLC | 0.56% | Reduce -4.6% | 34,579 | $2.7M |
| Meridian Financial Advisors, LLC | 1.49% | Add +4.4% | 34,329 | $2.7M |
| Novak & Powell Financial Services, Inc. | 1.46% | Reduce -1.5% | 34,232 | $2.7M |
| James Investment Research, Inc. | 0.30% | Reduce -1.6% | 33,837 | $2.7M |
| AQR Capital Management | 0.00% | Add +143.6% | 33,824 | $2.7M |
| Narus Financial Partners, LLC | 0.70% | Add +25.1% | 33,786 | $2.7M |
| Sims Investment Management, LLC | 0.98% | Add +0.6% | 33,662 | $2.7M |
| National Bank of Canada | 0.00% | Reduce -5.9% | 33,703 | $2.7M |
| 4WEALTH Advisors, Inc. | 2.27% | Add +7.7% | 33,657 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Add +7.4% | 33,308 | $2.6M |
| Western Wealth Management, LLC | 0.10% | Add +199.3% | 33,040 | $2.6M |
| Consilio Wealth Advisors, LLC | 0.76% | Reduce -0.3% | 32,991 | $2.6M |
| McDonough Capital Management, Inc | 1.42% | Add +1.6% | 32,807 | $2.6M |
| Insigneo Advisory Services, LLC | 0.18% | Reduce -4.8% | 32,616 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Add +1.3% | 32,600 | $2.6M |
| Evanson Asset Management, LLC | 0.14% | Add +102.6% | 32,521 | $2.6M |
| Linscomb Wealth, Inc. | 0.11% | Reduce -2.9% | 32,103 | $2.5M |
| OpenArc Corporate Advisory, LLC | 0.04% | Reduce -8.7% | 32,080 | $2.5M |
| Eagle Global Advisors LLC | 0.09% | Add +1.1% | 32,079 | $2.5M |
| North Forty Two & Co. | 2.32% | Reduce -0.5% | 31,714 | $2.5M |
| Sagace Wealth Management LLC | 1.70% | Add +12.2% | 31,655 | $2.5M |
| Elser Financial Planning, Inc | 0.12% | New | 31,241 | $2.5M |
| Kuhn & Co Investment Counsel | 1.59% | Add +10.7% | 31,060 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | New | 30,965 | $2.5M |
| Jacobi Capital Management LLC | 0.14% | Reduce -3.9% | 30,733 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 30,658 | $2.4M |
| Transcendent Capital Group LLC | 1.10% | Reduce -0.7% | 30,586 | $2.4M |
| AXS Investments LLC | 0.97% | Add +54.4% | 30,449 | $2.4M |
| Armstrong Advisory Group, Inc. | 0.16% | Add +9.8% | 30,394 | $2.4M |
| Assetmark, Inc. | 0.00% | Add +4.6% | 30,281 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -4.1% | 30,270 | $2.4M |
| Titiun Yejiel | 2.41% | No change | 30,000 | $2.4M |
| Hexagon Capital Partners LLC | 0.35% | Add +24.3% | 29,913 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Add +9.1% | 29,904 | $2.4M |
| ETF Store, Inc. | 2.30% | Add +3.3% | 29,748 | $2.4M |
| Huntington National Bank | 0.02% | New | 29,705 | $2.4M |
| Topsail Wealth Management, LLC | 0.35% | Add +0.4% | 29,595 | $2.3M |
| Tranquilli Financial Advisor LLC | 1.37% | New | 29,569 | $2.3M |
| Discipline Wealth Solutions, LLC | 0.25% | Add +146.9% | 29,539 | $2.3M |
| Insight Wealth Partners, LLC | 0.94% | Reduce -9.4% | 29,386 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.44% | Reduce -2.4% | 29,083 | $2.3M |
| Arrowroot Family Office, LLC | 0.76% | Add +185.3% | 29,077 | $2.3M |
| Clarity Capital Advisors, LLC | 1.07% | Add +37.5% | 28,985 | $2.3M |
| CGN Advisors LLC | 0.18% | Add +16.4% | 28,948 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +112.0% | 28,802 | $2.3M |
| Roberts Glore & Co. Inc. | 0.62% | Reduce -1.1% | 28,597 | $2.3M |
| Plum Street Advisors, LLC | 0.78% | Reduce -8.8% | 28,512 | $2.3M |
| National Philanthropic Trust | 0.02% | Reduce -7.7% | 28,503 | $2.3M |
| Jacobson & Schmitt Advisors, LLC | 0.41% | Add +4.1% | 28,421 | $2.3M |
| Regions Financial Corp. | 0.01% | Reduce -5.4% | 28,312 | $2.2M |
| Long Island Wealth Management, Inc. | 1.04% | Add +40.1% | 28,234 | $2.2M |
| Aua Capital Management, LLC | 1.14% | Reduce -0.4% | 28,210 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -6.1% | 28,184 | $2.2M |
| Spire Wealth Management | 0.08% | Add +0.4% | 28,118 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +6.5% | 27,985 | $2.2M |
| Martin Capital Advisors, LLP | 1.39% | No change | 27,860 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +7.8% | 27,819 | $2.2M |
| Burling Wealth Partners, LLC | 0.35% | Add +16.7% | 27,502 | $2.2M |
| MMBG Investment Advisors Co. | 0.20% | No change | 27,493 | $2.2M |
| Indivisible Partners | 0.19% | Add +81.6% | 27,407 | $2.2M |
| Winter & Associates, Inc. | 1.90% | Reduce -6.5% | 27,472 | $2.2M |
| Steinberganna Wealth Management | 1.03% | Add +0.6% | 27,178 | $2.2M |
| Fiduciary Trust Co | 0.03% | Reduce -11.2% | 27,025 | $2.1M |
| Accurate Wealth Management, LLC | 0.26% | Add +2.6% | 26,941 | $2.1M |
| PW Nova Financial Services LLC | 0.58% | Add +2.6% | 26,761 | $2.1M |
| Stephen J. Garry & Associates, LLC | 1.70% | Reduce -13.8% | 26,717 | $2.1M |
| D.B. Root & Company, LLC | 0.51% | Add +0.8% | 26,709 | $2.1M |
| ARS Wealth Advisors Group, LLC | 0.18% | New | 26,527 | $2.1M |
| Palladiem, LLC | 2.00% | Add +0.5% | 26,501 | $2.1M |
| First Hawaiian Bank | 0.29% | No change | 26,458 | $2.1M |
| FMR LLC | 0.00% | Add +64.0% | 26,387 | $2.1M |
| Composition Wealth, LLC | 0.03% | Reduce -49.9% | 26,344 | $2.1M |
| Cornerstone Financial Management LLC | 1.91% | Add +5.9% | 26,270 | $2.1M |
| Smithbridge Asset Management Inc. | 0.31% | Reduce -60.4% | 26,234 | $2.1M |
| Essex Financial Services, Inc. | 0.12% | Add +4.4% | 26,201 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +152.0% | 26,110 | $2.1M |
| Valley Financial Group, Inc. | 1.12% | Add +3.3% | 26,099 | $2.1M |
| Virtue Capital Management, LLC | 0.31% | Reduce -6.6% | 25,946 | $2.1M |
| Keyvantage Wealth, LLC | 0.90% | Reduce -8.6% | 25,854 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -19.7% | 25,762 | $2.0M |
| Absolute Capital Management, LLC | 0.68% | New | 25,694 | $2.0M |
| Protective Life Corp. | 6.75% | New | 25,625 | $2.0M |
| Fiduciary Financial Advisors | 1.81% | — | 25,580 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.2% | 25,461 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +29.4% | 25,460 | $2.0M |
| Investment Advisory Group, LLC | 0.51% | Add +1.9% | 25,419 | $2.0M |
| Prosperity Advisers, LLC | 1.67% | Add +1.5% | 25,314 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -3.6% | 25,035 | $2.0M |
| Chemistry Wealth Management LLC | 0.35% | Reduce -2.4% | 24,992 | $2.0M |
| Soltis Investment Advisors LLC | 0.13% | Add +2.2% | 24,919 | $2.0M |
| Compass Financial Group, Inc. | 0.89% | No change | 24,783 | $2.0M |
| Kovack Advisors, Inc. | 0.11% | Add +2.8% | 24,750 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.24% | Add +0.1% | 24,568 | $1.9M |
| Sheets Smith Wealth Management | 0.22% | Reduce -6.6% | 24,205 | $1.9M |
| Brooks, Moore & Associates, Inc. | 0.96% | Add +7.1% | 24,060 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +50.3% | 24,011 | $1.9M |
| Cumberland Partners Ltd | 0.14% | No change | 24,000 | $1.9M |
| Choate Investment Advisors | 0.04% | Add +27.2% | 23,960 | $1.9M |
| Storen Legacy Partners, LLC | 0.59% | Add +0.7% | 23,913 | $1.9M |
| Carr Financial Group Corp | 0.50% | Reduce -0.2% | 23,908 | $1.9M |
| Banque Transatlantique SA | 0.05% | New | 23,815 | $1.9M |
| Blue Edge Capital, LLC | 0.25% | Add +51.6% | 23,721 | $1.9M |
| Level Wealth Management LLC | 0.88% | Add +0.9% | 23,687 | $1.9M |
| MBE Wealth Management, LLC | 0.78% | Reduce -0.7% | 23,648 | $1.9M |
| Trinity Financial Advisors LLC | 0.53% | Reduce -34.4% | 23,571 | $1.9M |
| Gordian Advisors LLC | 1.24% | Add +1.1% | 23,402 | $1.9M |
| Rosenberg Matthew Hamilton | 0.38% | Reduce -1.8% | 23,360 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | Reduce -44.7% | 23,043 | $1.8M |
| A. D. Beadell Investment Counsel, Inc. | 1.17% | Reduce -0.1% | 23,001 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.21% | No change | 22,958 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.78% | Add +2.0% | 22,843 | $1.8M |
| Aries Wealth Management | 0.40% | Reduce -2.2% | 22,687 | $1.8M |
| Alta Wealth Advisors LLC | 0.58% | Reduce -0.8% | 22,668 | $1.8M |
| Berkeley Capital Partners, LLC | 0.41% | Add +2.5% | 22,400 | $1.8M |
| PKS Advisory Services, LLC | 0.41% | Add +3.1% | 21,722 | $1.8M |
| Cutler Investment Counsel LLC | 0.18% | Reduce -4.7% | 22,183 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | Add +47.7% | 21,974 | $1.7M |
| New England Private Wealth Advisors LLC | 0.20% | Add +0.7% | 21,830 | $1.7M |
| Good Harbor Advisors, Inc. | 1.89% | Reduce -2.8% | 21,778 | $1.7M |
| Seeds Investor LLC | 0.23% | New | 21,680 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +1.8% | 21,568 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +11.9% | 21,435 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -6.1% | 21,344 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.48% | Add +16.6% | 21,259 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Add +12.9% | 21,242 | $1.7M |
| SCS Capital Management LLC | 0.02% | No change | 21,234 | $1.7M |
| Prosperity Bancshares Inc | 1.33% | Reduce -24.2% | 20,933 | $1.7M |
| Bakala Capital LLC | 7.97% | Add +0.7% | 20,903 | $1.7M |
| Friedenthal Financial | 0.83% | Add +4.2% | 20,840 | $1.7M |
| PDS Planning, Inc | 0.11% | Add +17.5% | 20,637 | $1.6M |
| Washington Trust Advisors, Inc. | 0.13% | Add +0.3% | 20,474 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +172.5% | 20,419 | $1.6M |
| American National Bank & Trust | 0.15% | Add +13.2% | 20,314 | $1.6M |
| Stonekeep Investments, LLC | 1.04% | Reduce -9.1% | 20,145 | $1.6M |
| Clearview Wealth Management LLC | 1.13% | — | 20,099 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | New | 19,753 | $1.6M |
| Sovereign Investment Advisors, LLC | 0.33% | No change | 19,667 | $1.6M |
| CVA Family Office, LLC | 0.16% | Reduce -4.5% | 19,608 | $1.6M |
| Elite Financial, Inc. | 0.69% | Add +8.4% | 19,360 | $1.5M |
| Exchange Bank | 1.06% | Add +10.8% | 19,302 | $1.5M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -50.5% | 19,268 | $1.5M |
| Ramiah Investment Group | 1.33% | Add +1.3% | 19,244 | $1.5M |
| Great Diamond Partners, LLC | 0.29% | Reduce -0.7% | 19,125 | $1.5M |
| Powell Investment Advisors, LLC | 0.52% | No change | 19,085 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +4.5% | 19,031 | $1.5M |
| Sonata Capital Group Inc. | 0.55% | Reduce -0.3% | 18,956 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +48.2% | 18,953 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -4.5% | 18,859 | $1.5M |
| Mengis Capital Management, Inc. | 0.26% | Add +318.5% | 18,811 | $1.5M |
| Bauman Advisory Group, LLC | 1.04% | Add +30.6% | 18,788 | $1.5M |
| Stockman Wealth Management, Inc. | 0.16% | No change | 18,775 | $1.5M |
| Houlihan Financial Resource Group, Ltd. | 0.58% | Add +0.0% | 18,745 | $1.5M |
| Pitcairn Wealth Advisors LLC | 0.14% | No change | 18,536 | $1.5M |
| First County Bank | 0.79% | No change | 18,635 | $1.5M |
| Chilton Capital Management LLC | 0.05% | Add +4.2% | 18,620 | $1.5M |
| Simplicity Wealth,LLC | 0.08% | Add +1.1% | 18,504 | $1.5M |
| Valley Wealth Managers, Inc. | 0.09% | Add +0.6% | 18,399 | $1.5M |
| Cypress Capital, LLC | 0.42% | Add +0.7% | 18,395 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.36% | Reduce -1.9% | 18,370 | $1.5M |
| Ironwood Investment Counsel, LLC | 0.21% | Reduce -2.5% | 18,339 | $1.5M |
| Ellis Investment Partners, LLC | 0.25% | Add +5.7% | 18,264 | $1.4M |
| Naples Global Advisors, LLC | 0.11% | Add +1.2% | 18,248 | $1.4M |
| MFA Wealth Services | 0.96% | Add +1.9% | 18,232 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -19.4% | 18,207 | $1.4M |
| Clarity Wealth Development LLC | 1.17% | Add +1.9% | 18,152 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.93% | Add +1.2% | 17,907 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -1.6% | 17,870 | $1.4M |
| Advyzon Investment Management, LLC | 0.13% | Add +86.3% | 17,758 | $1.4M |
| Independence Bank of Kentucky | 0.18% | No change | 17,635 | $1.4M |
| Berkshire Money Management, Inc. | 0.14% | Reduce -4.8% | 17,620 | $1.4M |
| Round Rock Advisors LLC | 0.21% | Reduce -2.8% | 17,615 | $1.4M |
| Ibex Wealth Advisors | 0.13% | Reduce -53.7% | 17,567 | $1.4M |
| SRH Advisors, LLC | 0.40% | Add +42.9% | 17,485 | $1.4M |
| BHK Investment Advisors, LLC | 0.46% | No change | 17,444 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -0.4% | 17,388 | $1.4M |
| Salem Investment Counselors Inc. | 0.04% | Add +39.8% | 17,353 | $1.4M |
| Curio Wealth, LLC | 0.46% | Add +19.6% | 17,070 | $1.4M |
| Bare Financial Services, Inc | 0.36% | Add +72.2% | 17,033 | $1.4M |
| Nabity-Jensen Investment Management Inc | 0.93% | Add +1.5% | 16,904 | $1.3M |
| Cambridge Advisors Inc. | 0.26% | Reduce -2.4% | 16,864 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -19.9% | 16,854 | $1.3M |
| Fullerton Advisors, LLC | 1.38% | Add +0.0% | 16,859 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +2.8% | 16,857 | $1.3M |
| Kintra Wealth, LLC | 0.09% | Add +6.1% | 16,823 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.56% | Add +25.5% | 16,774 | $1.3M |
| FWG Holdings, LLC | 0.50% | Add +0.1% | 16,722 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 16,580 | $1.3M |
| Eastern Bank | 0.02% | Add +1.1% | 16,576 | $1.3M |
| Summit Wealth Partners, LLC | 0.21% | Reduce -17.3% | 16,385 | $1.3M |
| Chatham Capital Group, Inc. | 0.19% | Reduce -3.1% | 16,348 | $1.3M |
| Private Client Services, LLC | 0.39% | Add +57.1% | 16,328 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.12% | Add +3.2% | 16,270 | $1.3M |
| N.E.W. Advisory Services LLC | 0.10% | Add +6.5% | 16,250 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.1% | 16,190 | $1.3M |
| Fortis Capital Management LLC | 0.17% | Reduce -8.9% | 16,156 | $1.3M |
| Retirement Investment Advisors, Inc. | 0.10% | No change | 16,034 | $1.3M |
| Rothschild Capital Partners, LLC | 0.31% | Add +23.1% | 16,094 | $1.3M |
| Axis Wealth Partners, LLC | 0.68% | Add +0.6% | 16,077 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -6.6% | 16,038 | $1.3M |
| Alteri Wealth LLC | 0.41% | Add +19.5% | 15,956 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -1.1% | 15,837 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -35.0% | 15,755 | $1.2M |
| Aegis Wealth Management LLC | 0.71% | No change | 15,609 | $1.2M |
| CMH Wealth Management LLC | 0.21% | New | 15,524 | $1.2M |
| Stelac Advisory Services LLC | 0.25% | No change | 15,501 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Add +0.8% | 15,443 | $1.2M |
| TritonPoint Partners, LLC | 0.44% | New | 14,959 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Reduce -9.5% | 14,880 | $1.2M |
| Kelman-Lazarov, Inc. | 0.17% | Reduce -11.0% | 14,832 | $1.2M |
| Creekside Partners | 0.48% | Add +0.2% | 14,769 | $1.2M |
| Headlands Technologies LLC | 0.13% | New | 14,761 | $1.2M |
| Cambria Investment Management, L.P. | 0.07% | Add +4.0% | 14,774 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.34% | Add +0.3% | 14,706 | $1.2M |
| Continental Investors Services, Inc. | 1.10% | Add +89.6% | 14,698 | $1.2M |
| Tillman Hartley LLC | 0.29% | No change | 14,649 | $1.2M |
| Northstar Financial Companies, Inc. | 0.92% | Add +4.5% | 14,552 | $1.2M |
| Algorithmic Investment Models, LLC | 1.42% | Add +3.5% | 14,530 | $1.2M |
| Loudon Investment Management, LLC | 0.62% | Add +14.0% | 14,474 | $1.1M |
| New Insight Wealth Advisors | 0.41% | Reduce -5.8% | 14,430 | $1.1M |
| Mosaic Financial Group, LLC | 0.81% | No change | 14,401 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -84.1% | 14,375 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.0% | 14,274 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.30% | Add +80.7% | 14,235 | $1.1M |
| Gilpin Wealth Management, LLC | 0.89% | Reduce -0.9% | 14,222 | $1.1M |
| Mezzasalma Advisors, LLC | 0.29% | Add +0.7% | 14,201 | $1.1M |
| Woodward Diversified Capital, LLC | 0.51% | New | 14,153 | $1.1M |
| Bfsg, LLC | 0.11% | Reduce -11.6% | 14,192 | $1.1M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -68.0% | 14,150 | $1.1M |
| Crescent Sterling, Ltd. | 1.08% | Add +114.5% | 14,103 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.7% | 14,098 | $1.1M |
| SHP Wealth Management | 0.08% | Reduce -7.2% | 14,036 | $1.1M |
| City State Bank | 0.29% | Add +23.5% | 13,980 | $1.1M |
| Grand Central Investment Group | 0.82% | Add +9.4% | 13,955 | $1.1M |
| RoundAngle Advisors LLC | 0.82% | Reduce -0.0% | 13,845 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -3.5% | 13,800 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.12% | Reduce -0.6% | 13,783 | $1.1M |
| Navigate Wealth Management, LLC | 0.76% | — | 13,699 | $1.1M |
| VERITY Wealth Advisors | 0.72% | Add +0.2% | 13,640 | $1.1M |
| Wulff, Hansen & Co. | 1.10% | Reduce -3.0% | 13,530 | $1.1M |
| Westmount Partners, LLC | 0.26% | Add +2.8% | 13,508 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.26% | Add +0.6% | 13,460 | $1.1M |
| GM Advisory Group, LLC | 0.04% | Reduce -37.4% | 13,450 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.29% | Add +1.6% | 13,434 | $1.1M |
| Red Cedar Investment Management, LLC | 0.11% | No change | 13,399 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.9% | 13,368 | $1.1M |
| Florin Court Capital LLP | 3.98% | Reduce -84.0% | 13,304 | $1.1M |
| Power Wealth Management LLC | 0.39% | Add +3.9% | 13,290 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Add +3.9% | 13,281 | $1.1M |
| Grandview Asset Management LLC | 0.31% | Add +3.5% | 13,277 | $1.1M |
| Altus Wealth Group LLC | 0.43% | Add +5.8% | 13,271 | $1.1M |
| TRUE Private Wealth Advisors | 0.10% | Reduce -1.7% | 13,260 | $1.1M |
| Summit Global Investments | 0.06% | Reduce -1.1% | 13,253 | $1.1M |
| AlTi Global, Inc. | 0.02% | No change | 13,240 | $1.0M |
| Curi Capital, LLC | 0.02% | Reduce -17.6% | 13,116 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +4.0% | 13,060 | $1.0M |
| GAMMA Investing LLC | 0.05% | Add +77.4% | 13,053 | $1.0M |
| Financial Management Network Inc. | 0.16% | New | 12,999 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.17% | No change | 12,983 | $1.0M |
| Wharton Business Group, LLC | 0.04% | Add +29.6% | 12,970 | $1.0M |
| Sage Capital Advisors,llc | 0.24% | Add +0.0% | 12,934 | $1.0M |
| Investment Management Trust, LLC | 1.00% | — | 12,918 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.07% | Add +6.9% | 12,882 | $1.0M |
| Quartz Partners, LLC | 0.39% | Reduce -4.3% | 12,736 | $1.0M |
| Advisory Alpha, LLC | 0.03% | Add +36.6% | 12,714 | $1.0M |
| Laurel Oak Wealth Management, LLC | 0.17% | Reduce -34.2% | 12,628 | $1.0M |
| Cascades Capital Asset Management, LLC | 0.42% | Add +20.2% | 12,581 | $997K |
| Essex Bank | 0.22% | Add +21.6% | 12,429 | $985K |
| Ballast Financial Advisors LLC | 1.00% | Add +1.6% | 12,329 | $977K |
| Chapin Davis, Inc. | 0.22% | Reduce -2.7% | 12,298 | $975K |
| RCW Management, LLC | 1.00% | Add +4.1% | 12,287 | $974K |
| BluePrint Investing LLC | 0.86% | Add +7.2% | 12,216 | $968K |
| First Trust Advisors LP | 0.00% | Reduce -18.2% | 12,181 | $966K |
| Winch Advisory Services, LLC | 0.22% | Add +0.6% | 12,174 | $965K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -33.2% | 12,158 | $964K |
| Atlas Brown,Inc. | 0.29% | Reduce -1.0% | 12,142 | $962K |
| HT Partners LLC | 0.29% | Add +0.8% | 12,134 | $962K |
| LifePlan Financial, LLC | 0.71% | Reduce -3.5% | 12,060 | $956K |
| Factorial Partners, LLC | 0.69% | Reduce -48.9% | 12,000 | $951K |
| Voisard Asset Management Group, Inc. | 0.20% | Reduce -40.7% | 11,956 | $948K |
| Shayne & Jacobs, LLC | 0.29% | Reduce -1.4% | 11,922 | $945K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -32.2% | 11,884 | $945K |
| Obermeyer Wealth Partners | 0.04% | No change | 11,825 | $937K |
| Shelter Mutual Insurance Co | 0.21% | No change | 11,762 | $932K |
| Novem Group | 0.11% | Reduce -1.6% | 11,746 | $931K |
| Ridgeline Wealth Planning, LLC | 0.68% | Reduce -6.2% | 11,726 | $930K |
| Pictet North America Advisors SA | 0.09% | Add +14.1% | 11,715 | $929K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | No change | 11,625 | $922K |
| HRT Financial LP | 0.00% | Reduce -96.2% | 11,625 | $921K |
| Arkadios Wealth Advisors | 0.02% | Add +7.1% | 11,567 | $917K |
| Ritholtz Wealth Management | 0.02% | Reduce -6.0% | 11,554 | $916K |
| Diversify Wealth Management, LLC | 0.02% | Add +165.5% | 11,549 | $914K |
| Pines Wealth Management, LLC | 0.29% | Add +34.2% | 11,314 | $897K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -21.4% | 11,243 | $889K |
| Sandy Cove Advisors, LLC | 0.26% | Add +20.2% | 11,139 | $883K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Add +1.6% | 11,073 | $878K |
| Fiducient Advisors LLC | 0.11% | Reduce -1.8% | 11,026 | $874K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +14.0% | 11,017 | $873K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -8.8% | 11,003 | $872K |
| Ariadne Wealth Management, LP | 0.39% | Reduce -5.0% | 10,993 | $871K |
| L. Roy Papp & Associates, LLP | 0.10% | Reduce -7.8% | 10,975 | $870K |
| Stone Loft Wealth Management LLC | 0.62% | New | 10,960 | $869K |
| Gridiron Partners, LLC | 0.53% | Add +11.0% | 10,961 | $866K |
| TMB Capital Partners, LLC | 0.29% | Add +5.2% | 10,905 | $864K |
| Xcelsior Advisor Partners LLC | 0.33% | New | 10,850 | $860K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -25.5% | 10,829 | $858K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +74.5% | 10,803 | $856K |
| Compound Planning, Inc. | 0.03% | Add +3.5% | 10,796 | $856K |
| Prepared Retirement Institute LLC | 0.42% | Add +0.0% | 10,754 | $852K |
| HHM Wealth Advisors, LLC | 0.10% | Reduce -3.5% | 10,712 | $849K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +74.5% | 10,677 | $846K |
| Pallas Capital Advisors LLC | 0.03% | No change | 10,665 | $845K |
| Meredith Wealth Planning | 0.23% | Reduce -10.4% | 10,563 | $837K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +2.6% | 10,525 | $834K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 10,451 | $833K |
| Anb Bank | 0.34% | Add +19.8% | 10,460 | $829K |
| Midwest Trust Co | 0.01% | Add +33.7% | 10,457 | $829K |
| Liberty Square Wealth Partners LLC | 0.23% | Reduce -12.3% | 10,442 | $828K |
| Orin Green Financial, LLC | 0.34% | Add +0.1% | 10,407 | $825K |
| IPG Investment Advisors LLC | 0.14% | No change | 10,400 | $824K |
| Eagle Bay Advisors LLC | 0.73% | Add +0.8% | 10,368 | $822K |
| Prospera Capital Management, LLC | 0.41% | Add +109.0% | 10,327 | $818K |
| Petra Financial Advisors Inc. | 0.50% | Reduce -0.6% | 10,170 | $806K |
| Wealth Effects LLC | 0.28% | No change | 10,120 | $802K |
| Van Diest Capital, LLC | 0.63% | Add +158.7% | 10,060 | $797K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -0.1% | 10,039 | $796K |
| West Paces Advisors Inc. | 0.15% | No change | 10,020 | $794K |
| Independent Financial Group, LLC | 0.02% | Add +7.8% | 10,003 | $793K |
| Palisade Capital Management, LP | 0.03% | New | 10,000 | $793K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.9% | 9,989 | $792K |
| Mitchell Sinkler & Starr | 0.36% | Add +14.4% | 9,905 | $785K |
| Heritage Trust Co | 0.08% | Add +17.6% | 9,893 | $784K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.9% | 9,856 | $781K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -5.5% | 9,783 | $776K |
| Keating Financial Advisory Services, Inc. | 0.12% | Add +65.9% | 9,597 | $761K |
| Bank of New Hampshire | 0.17% | Add +7.5% | 9,552 | $757K |
| Summa Corp. | 0.31% | No change | 9,500 | $753K |
| Orrstown Financial Services Inc. | 0.13% | Add +9.6% | 9,499 | $753K |
| GDS Wealth Management | 0.05% | Add +0.4% | 9,493 | $753K |
| PFG Advisors | 0.04% | Add +11.4% | 9,461 | $750K |
| Cooper Financial Group | 0.08% | Add +0.7% | 9,404 | $745K |
| Leuthold Group, LLC | 0.08% | Reduce -8.4% | 9,395 | $745K |
| Strategic Investment Solutions, Inc. | 0.18% | Reduce -4.2% | 9,349 | $741K |
| Oakmont Advisory Group, LLC | 0.75% | Reduce -26.1% | 9,323 | $739K |
| WJ Financial Advisors LLC | 0.60% | Reduce -2.2% | 9,315 | $738K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +7.1% | 9,305 | $738K |
| Kelleher Financial Advisors | 0.19% | No change | 9,285 | $736K |
| WFA of San Diego, LLC | 0.59% | Add +1.3% | 9,188 | $728K |
| Aprio Wealth Management, LLC | 0.04% | Add +17.0% | 9,182 | $728K |
| Arax Advisory Partners | 0.02% | Reduce -5.0% | 9,166 | $727K |
| Caldwell Trust Co | 0.06% | Reduce -2.7% | 9,108 | $722K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -16.5% | 9,134 | $722K |
| Arwa LLC | 0.36% | Reduce -7.5% | 9,099 | $721K |
| Caitlin John, LLC | 0.43% | Reduce -0.1% | 9,073 | $719K |
| Miller Capital Partners, Inc. | 0.35% | Add +0.2% | 9,060 | $718K |
| Susquehanna International Group, LLP | 0.00% | New | 8,957 | $710K |
| Centurion Wealth Management LLC | 0.16% | Add +0.2% | 8,952 | $710K |
| ProVise Management Group, LLC | 0.05% | Reduce -4.8% | 8,889 | $705K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.6% | 8,864 | $703K |
| Ieq Capital, LLC | 0.00% | Reduce -0.5% | 8,823 | $699K |
| Claris Financial LLC | 0.38% | Reduce -0.9% | 8,797 | $697K |
| Lauer Wealth, LLC | 0.56% | New | 8,793 | $697K |
| Balboa Wealth Partners | 0.12% | Reduce -1.4% | 8,711 | $690K |
| UMB Bank, n.a. | 0.01% | Reduce -8.6% | 8,689 | $689K |
| F/m Investments LLC | 0.05% | No change | 8,671 | $687K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 8,584 | $680K |
| Integrated Wealth Concepts LLC | 0.01% | Add +76.1% | 8,530 | $676K |
| FC Advisory LLC | 0.20% | Add +2.7% | 8,523 | $676K |
| Atwood & Palmer Inc. | 0.04% | No change | 8,500 | $674K |
| C M Bidwell & Associates Ltd. | 0.31% | Reduce -3.8% | 8,478 | $672K |
| REDW Wealth LLC | 0.27% | Reduce -3.3% | 8,420 | $667K |
| Empirical Asset Management, LLC | 0.18% | Add +0.6% | 8,413 | $667K |
| Iron Gate Global Advisors LLC | 0.07% | Add +6.0% | 8,338 | $661K |
| Barrett & Company, Inc. | 0.22% | Add +0.4% | 8,238 | $653K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.3% | 8,221 | $652K |
| Weaver Consulting Group | 0.16% | Add +0.1% | 8,212 | $651K |
| Princeton Capital Management LLC | 0.18% | Add +7.3% | 8,193 | $649K |
| Berger Financial Group, Inc | 0.04% | Reduce -2.4% | 8,110 | $643K |
| FDx Advisors, Inc. | 0.20% | New | 8,094 | $642K |
| Monetary Solutions, Ltd | 0.62% | Add +0.1% | 8,029 | $636K |
| Hudson Oak Wealth Advisory LLC | 0.55% | Add +3.7% | 8,021 | $636K |
| Money Concepts Capital Corp. | 0.04% | Add +2.6% | 7,982 | $633K |
| Garner Asset Management Corp | 0.24% | Reduce -2.5% | 7,800 | $618K |
| Coordinated Financial Services, Inc. | 0.36% | Add +10.1% | 7,798 | $618K |
| Csenge Advisory Group | 0.03% | Add +11.4% | 7,798 | $618K |
| Seven Post Investment Office LP | 0.20% | Reduce -16.0% | 7,774 | $616K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | No change | 7,772 | $616K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -4.5% | 7,718 | $612K |
| ArchPoint Investors | 0.15% | No change | 7,700 | $610K |
| Keener Financial Planning LLC | 0.26% | Reduce -10.6% | 7,690 | $609K |
| Quadrature Capital Ltd | 0.01% | New | 7,638 | $605K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -38.5% | 7,629 | $605K |
| Murphy & Mullick Capital Management Corp | 0.45% | No change | 7,617 | $604K |
| Uncommon Cents Investing LLC | 0.14% | Add +16.3% | 7,614 | $604K |
| First Interstate Bank | 0.03% | Reduce -8.7% | 7,602 | $603K |
| AMG National Trust Bank | 0.01% | New | 7,599 | $602K |
| Reicon Wealth Advisors, LLC | 0.46% | No change | 7,595 | $602K |
| Wealthcare Capital Partners, LLC | 0.28% | Add +0.4% | 7,573 | $600K |
| Pillar Financial Advisors, LLC | 0.35% | Add +0.1% | 7,549 | $598K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Add +18.4% | 7,538 | $598K |
| Causey Wealth LLC | 0.25% | Add +66.8% | 7,532 | $597K |
| Saxony Capital Management, LLC | 0.35% | Add +64.9% | 7,521 | $596K |
| Muirfield Wealth Advisors LLC | 0.43% | Add +40.8% | 7,442 | $590K |
| Integrated Investment Consultants, LLC | 0.13% | No change | 7,437 | $590K |
| Arcadia Investment Management Corp. | 0.10% | No change | 7,437 | $590K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 7,360 | $583K |
| Duncker Streett & Co. Inc. | 0.11% | Reduce -2.3% | 7,346 | $582K |
| Norris Financial Group, LLC | 0.19% | No change | 7,325 | $581K |
| Cambridge Financial Group, LLC | 0.20% | Reduce -42.3% | 7,314 | $580K |
| Nwam LLC | 0.03% | Reduce -18.0% | 7,308 | $579K |
| Wallington Asset Management, LLC | 0.08% | Reduce -8.0% | 7,265 | $576K |
| Objectivity Squared, LLC | 0.36% | Add +8.5% | 7,249 | $575K |
| Y.D. More Investments Ltd | 0.02% | Add +17.5% | 7,193 | $570K |
| ForthRight Wealth Management, LLC | 0.16% | Add +0.7% | 7,163 | $568K |
| RFG - Bristol Wealth Advisors, LLC | 0.15% | Add +2.0% | 7,146 | $566K |
| Banco Santander, S.A. | 0.00% | Add +114.5% | 7,139 | $566K |
| Allstreet Capital Advisors LLC | 0.42% | Reduce -4.8% | 7,119 | $564K |
| Alaethes Wealth, LLC | 0.16% | No change | 7,052 | $559K |
| Bragg Financial Advisors, Inc | 0.02% | Add +13.7% | 7,039 | $558K |
| WMS Group LLC | 0.81% | No change | 7,000 | $555K |
| Wiregrass Investment Management LLC | 0.46% | No change | 7,000 | $555K |
| Woodside Wealth Management LLC | 0.43% | Reduce -17.2% | 6,889 | $546K |
| Clear Creek Financial Management, LLC | 0.04% | Add +5.6% | 6,888 | $546K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -25.2% | 6,881 | $545K |
| W1M Asset Management Ltd | 0.01% | Reduce -72.1% | 6,808 | $540K |
| Manchester Capital Management LLC | 0.08% | Add +257.2% | 6,798 | $539K |
| Everstar Asset Management, LLC | 0.29% | No change | 6,793 | $538K |
| Augustine Asset Management Inc. | 0.12% | New | 6,780 | $537K |
| Resolute Wealth Advisor, Inc. | 0.30% | — | 6,708 | $532K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.7% | 6,702 | $531K |
| Wellington-Altus USA Inc. | 0.31% | Add +28.8% | 6,699 | $529K |
| LaFleur & Godfrey LLC | 0.07% | No change | 6,675 | $529K |
| Tilia Fiduciary Partners, Inc. | 0.29% | Add +6.8% | 6,667 | $528K |
| Hilltop Holdings Inc. | 0.05% | Reduce -46.9% | 6,650 | $527K |
| WealthCollab, LLC | 0.22% | Reduce -3.1% | 6,638 | $526K |
| Sidoxia Capital Management, LLC | 0.45% | — | 6,607 | $524K |
| Winthrop Advisory Group LLC | 0.04% | Add +76.8% | 6,576 | $521K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -27.0% | 6,575 | $521K |
| APS Management Group, Inc. | 0.45% | Add +1.9% | 6,575 | $521K |
| Ignite Planners, LLC | 0.08% | Reduce -1.4% | 6,494 | $520K |
| RMR Wealth Builders | 0.04% | Add +19.9% | 6,474 | $513K |
| Carroll Advisory Group, LLC | 0.20% | New | 6,472 | $513K |
| Hershey Financial Advisers, LLC | 0.44% | New | 6,422 | $509K |
| Darrow Company, Inc. | 0.22% | Add +14.1% | 6,297 | $499K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,283 | $498K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -7.1% | 6,231 | $494K |
| Charter Oak Capital Management, LLC | 0.04% | Add +0.1% | 6,209 | $492K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +3.4% | 6,188 | $490K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 6,184 | $490K |
| Bulwark Capital Corp | 0.30% | Reduce -15.2% | 6,134 | $486K |
| Wealth Alliance, LLC | 0.05% | Add +7.4% | 6,133 | $486K |
| Private Trust Co. NA | 0.04% | Reduce -31.7% | 6,131 | $486K |
| Orleans Capital Management Corp. | 0.33% | Add +81.5% | 6,081 | $482K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -14.3% | 6,064 | $481K |
| Orcam Financial Group | 0.34% | Reduce -10.9% | 6,061 | $480K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +68.3% | 6,033 | $478K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +2.2% | 6,032 | $478K |
| William John Sempolinski | 0.24% | No change | 6,030 | $478K |
| Brighton Jones LLC | 0.01% | New | 6,008 | $476K |
| GenTrust, LLC | 0.02% | Reduce -14.5% | 5,982 | $474K |
| TCFG Wealth Management, LLC | 0.18% | No change | 5,963 | $473K |
| TCFG Investment Advisors, LLC | 0.18% | — | 5,963 | $473K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Add +0.5% | 5,960 | $472K |
| Family Wealth Partners, LLC | 0.16% | Reduce -0.3% | 5,884 | $466K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +20.4% | 5,879 | $466K |
| Wiser Wealth Management, Inc | 0.10% | Add +61.7% | 5,862 | $465K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.7% | 5,848 | $464K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.8% | 5,835 | $463K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Reduce -2.2% | 5,781 | $458K |
| Hunter Associates Investment Management LLC | 0.06% | Reduce -6.8% | 5,721 | $454K |
| Quantinno Capital Management LP | 0.00% | New | 5,722 | $454K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.3% | 5,716 | $453K |
| Dunhill Financial, LLC | 0.11% | New | 5,693 | $451K |
| Integrity Alliance, Llc. | 0.02% | Reduce -1.7% | 5,663 | $449K |
| Fortis Capital Advisors, LLC | 0.06% | New | 5,638 | $447K |
| Prospect Financial Services LLC | 0.27% | Reduce -3.2% | 5,626 | $446K |
| Security Financial Services, INC. | 0.07% | Add +6.6% | 5,619 | $445K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,615 | $445K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.6% | 5,614 | $445K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,595 | $444K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.4% | 5,576 | $442K |
| LMG Wealth Partners, LLC | 0.08% | New | 5,538 | $439K |
| Hilltop Partners LLC | 0.11% | Reduce -0.7% | 5,407 | $429K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.6% | 5,376 | $426K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +12.4% | 5,355 | $424K |
| TrustWell Financial Advisors, LLC | 0.40% | Add +0.6% | 5,352 | $424K |
| Hancock Whitney Corp. | 0.01% | Reduce -21.3% | 5,333 | $423K |
| Nicholas Wealth, LLC. | 0.29% | New | 5,298 | $420K |
| Vista Cima Wealth Management LLC | 0.41% | Add +8.3% | 5,289 | $419K |
| Tempo Wealth, LLC | 0.07% | Add +23.2% | 5,283 | $419K |
| Shaker Investments LLC | 0.19% | Add +0.1% | 5,250 | $416K |
| CV Advisors LLC | 0.11% | No change | 5,267 | $416K |
| Future Financial Wealth Managment LLC | 0.27% | No change | 5,200 | $413K |
| Centaurus Financial, Inc. | 0.02% | Add +2.3% | 5,191 | $411K |
| Anson Capital, Inc. | 0.28% | Add +0.7% | 5,175 | $410K |
| Seelaus Asset Management LLC | 0.30% | Reduce -13.4% | 5,159 | $409K |
| Compass Financial Group, INC | 0.06% | Reduce -9.2% | 5,151 | $408K |
| SC&H Financial Advisors, Inc. | 0.06% | No change | 5,144 | $408K |
| Cornerstone Advisory, LLC | 0.04% | New | 5,139 | $407K |
| DMC Group, LLC | 0.27% | Reduce -0.9% | 5,101 | $404K |
| Barnes Wealth Management Group, Inc | 0.20% | Reduce -0.1% | 5,084 | $403K |
| Hollencrest Capital Management | 0.01% | No change | 5,071 | $402K |
| Livet Wealth, LLC | 0.26% | Add +0.1% | 5,071 | $402K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -13.3% | 5,063 | $401K |
| Boston Trust Walden Corp | 0.00% | Add +2.5% | 5,062 | $401K |
| Plotkin Financial Advisors, LLC | 0.20% | Reduce -3.5% | 5,059 | $401K |
| HUB Investment Partners, LLC | 0.01% | Add +25.9% | 5,053 | $401K |
| WoodTrust Financial Corp | 0.05% | Reduce -63.3% | 5,046 | $400K |
| SG Americas Securities, LLC | 0.00% | No change | 5,041 | $400K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -10.7% | 5,030 | $399K |
| Main Management LLC | 0.03% | No change | 4,954 | $393K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.1% | 4,938 | $392K |
| Orser Capital Management, LLC | 0.26% | Reduce -95.3% | 4,930 | $391K |
| Index Fund Advisors, Inc. | 0.02% | Add +27.4% | 4,884 | $387K |
| FLC Capital Advisors | 0.07% | New | 4,860 | $385K |
| Essential Planning, LLC. | 0.12% | Reduce -4.3% | 4,846 | $384K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -15.3% | 4,842 | $384K |
| Churchill Financial Advisors, LLC | 0.08% | No change | 4,833 | $383K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,825 | $382K |
| Key Financial Inc | 0.07% | Add +77.6% | 4,821 | $382K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +0.7% | 4,816 | $382K |
| KPP Advisory Services LLC | 0.06% | Reduce -3.1% | 4,795 | $380K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Reduce -0.6% | 4,785 | $379K |
| Ridgewood Investments LLC | 0.15% | — | 4,775 | $379K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.31% | No change | 4,774 | $378K |
| Elevation Advisory Partners LLC | 0.35% | — | 4,734 | $378K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -26.1% | 4,758 | $377K |
| Trilogy Capital Inc. | 0.02% | Add +24.0% | 4,742 | $376K |
| Eq Wealth Advisors, LLC | 0.22% | Add +0.0% | 4,741 | $376K |
| Chicago Capital, LLC | 0.01% | Add +5.0% | 4,739 | $376K |
| Gilbert Capital Group, Inc. | 0.29% | No change | 4,734 | $375K |
| RAM Investment Partners, LLC | 0.07% | Add +0.3% | 4,733 | $375K |
| Verum Partners LLC | 0.07% | Reduce -1.6% | 4,725 | $375K |
| Carter Financial Group, INC. | 0.23% | Reduce -2.2% | 4,703 | $373K |
| Midwest Financial Group LLC | 0.16% | Reduce -2.7% | 4,683 | $371K |
| Downshift Financial, LLC | 0.19% | No change | 4,677 | $371K |
| Altiora Financial Group, LLC | 0.06% | Add +0.7% | 4,675 | $371K |
| Smith, Moore & Co. | 0.03% | Add +62.8% | 4,649 | $369K |
| DiNuzzo Private Wealth, Inc. | 0.04% | Add +17.2% | 4,647 | $368K |
| Claris Advisors, LLC / Mo / | 0.11% | No change | 4,631 | $367K |
| Secure Asset Management, LLC | 0.06% | Add +0.2% | 4,628 | $367K |
| Trek Financial, LLC | 0.02% | Add +0.4% | 4,617 | $366K |
| Life Planning Partners, Inc | 0.28% | Reduce -2.6% | 4,607 | $365K |
| 1492 Capital Management LLC | 0.14% | Reduce -0.3% | 4,601 | $365K |
| Windsor Capital Management, LLC | 0.11% | Reduce -3.0% | 4,598 | $365K |
| Hoge Financial Services, LLC | 0.19% | Add +57.4% | 4,578 | $363K |
| Navigation Wealth Management, Inc. | 1.30% | Reduce -2.4% | 4,562 | $362K |
| Invariant Investment Management | 0.22% | No change | 4,555 | $361K |
| Praetorian Wealth Management, Inc. | 0.07% | Reduce -15.1% | 4,536 | $359K |
| Evolution Advisers, Inc. | 0.15% | Reduce -2.7% | 4,454 | $353K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 4,452 | $353K |
| Aspetuck Financial Management LLC | 0.24% | No change | 4,400 | $349K |
| Crews Bank & Trust | 0.05% | No change | 4,396 | $348K |
| Beacon Bank & Trust | 0.07% | Reduce -9.9% | 4,396 | $348K |
| Rollins Financial Advisors, LLC | 0.06% | No change | 4,395 | $348K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -9.3% | 4,393 | $348K |
| Occidental Asset Management, LLC | 0.04% | New | 4,351 | $345K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -0.5% | 4,332 | $343K |
| Regal Investment Advisors LLC | 0.02% | Reduce -6.2% | 4,329 | $343K |
| Sweeney & Michel, LLC | 0.10% | Add +0.5% | 4,308 | $342K |
| WealthShield Partners, LLC | 0.04% | Reduce -7.8% | 4,304 | $341K |
| Hyundai Investments Co., Ltd. | 0.38% | Reduce -23.6% | 4,311 | $341K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -12.0% | 4,294 | $340K |
| Pacific Point Advisors, LLC | 0.18% | No change | 4,250 | $337K |
| FF Advisors,LLC | 0.14% | New | 4,233 | $336K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +24.3% | 4,215 | $334K |
| First Foundation Advisors | 0.01% | Reduce -7.8% | 4,215 | $334K |
| Atlas Capital Advisors Inc. | 0.04% | New | 4,213 | $334K |
| Sound Income Strategies, LLC | 0.02% | Add +138.2% | 4,223 | $334K |
| IVC Wealth Advisors LLC | 0.14% | Add +0.8% | 4,169 | $330K |
| Community Bank, N.A. | 0.04% | No change | 4,152 | $329K |
| Columbus Macro, LLC | 0.04% | Add +2.5% | 4,141 | $328K |
| Biltmore Family Office, LLC | 0.05% | Add +18.6% | 4,133 | $328K |
| Meriwether Wealth & Planning, LLC | 0.18% | Add +17.2% | 4,131 | $327K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.0% | 4,126 | $327K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 4,108 | $326K |
| Element Wealth, LLC | 0.13% | Reduce -0.3% | 4,103 | $325K |
| Garrison Point Advisors, LLC | 0.15% | New | 4,071 | $323K |
| CoreCap Advisors, LLC | 0.01% | Add +3.1% | 4,056 | $322K |
| Denver Wealth Management, Inc. | 0.11% | New | 4,034 | $320K |
| Vanguard Advisers Inc. | 0.00% | — | 4,028 | $319K |
| Pine Haven Investment Counsel, Inc | 0.23% | No change | 4,014 | $318K |
| BCS Private Wealth Management, Inc. | 0.10% | Add +5.2% | 4,008 | $318K |
| Matisse Capital | 0.14% | No change | 4,000 | $317K |
| OneAscent Family Office, LLC | 0.22% | No change | 3,974 | $315K |
| Eddie Patel Inc | 0.24% | New | 3,956 | $314K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +0.2% | 3,949 | $313K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -38.1% | 3,945 | $313K |
| Aspiriant, LLC | 0.01% | Reduce -5.3% | 3,942 | $312K |
| Keebeck Wealth Management | 0.03% | Reduce -19.4% | 3,900 | $309K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 3,885 | $308K |
| Team Financial Group, LLC | 0.14% | Add +6.4% | 3,875 | $307K |
| Maridea Wealth Management LLC | 0.04% | No change | 3,859 | $306K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,858 | $306K |
| Cunning Capital Partners, LP | 0.16% | No change | 3,850 | $305K |
| Stephens Group Asset Management, LLC | 0.02% | No change | 3,827 | $303K |
| Graney & King, LLC | 0.16% | Add +462.6% | 3,809 | $302K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -19.6% | 3,798 | $301K |
| Faithward Advisors, LLC | 0.04% | Add +12.4% | 3,795 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -12.7% | 3,770 | $299K |
| Fonville Wealth Management LLC | 0.06% | No change | 3,766 | $299K |
| VestGen Advisors, LLC | 0.01% | New | 3,764 | $297K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Reduce -4.9% | 3,749 | $297K |
| Gradient Investments LLC | 0.00% | New | 3,719 | $295K |
| Accel Wealth Management | 0.08% | Reduce -0.8% | 3,711 | $294K |
| Fiduciary Alliance LLC | 0.02% | Reduce -8.7% | 3,666 | $291K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 3,671 | $291K |
| Advisor OS, LLC | 0.02% | Reduce -52.9% | 3,668 | $291K |
| Forefront Wealth Partners, LLC | 0.12% | New | 3,661 | $290K |
| Vident Advisory, LLC | 0.00% | Add +3.2% | 3,646 | $289K |
| Hanover Advisors Inc. | 0.12% | No change | 3,632 | $288K |
| Richmond Investment Services, LLC | 0.05% | New | 3,623 | $287K |
| Winthrop Capital Management, LLC | 0.07% | Reduce -59.3% | 3,610 | $286K |
| Mullaney, Keating & Wright, Inc. | 0.15% | Add +21.9% | 3,597 | $285K |
| Coastline Trust Co | 0.03% | Reduce -6.4% | 3,592 | $285K |
| Certuity, LLC | 0.02% | Reduce -3.5% | 3,581 | $284K |
| LVW Advisors, LLC | 0.03% | Reduce -30.1% | 3,577 | $284K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.0% | 3,526 | $279K |
| Opus Financial Solutions LLC | 0.26% | Add +11.6% | 3,507 | $278K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.5% | 3,487 | $276K |
| Gold Investment Management Ltd. | 0.09% | Add +1618.8% | 3,472 | $275K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,457 | $274K |
| Strid Group, LLC | 0.03% | New | 3,452 | $274K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,438 | $273K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -26.3% | 3,372 | $267K |
| Great Waters Wealth Management | 0.03% | Reduce -2.5% | 3,364 | $267K |
| Clearstead Trust, LLC | 0.04% | Add +1824.9% | 3,330 | $264K |
| Lynx Investment Advisory | 0.13% | New | 3,315 | $263K |
| Townsquare Capital LLC | 0.06% | Add +0.6% | 3,300 | $262K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.7% | 3,299 | $262K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.6% | 3,297 | $261K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -1.8% | 3,256 | $258K |
| Latko Wealth Management, Ltd. | 0.13% | Reduce -1.7% | 3,256 | $258K |
| Dakota Wealth Management | 0.01% | Reduce -19.6% | 3,254 | $258K |
| Boyd Wealth Management, LLC | 0.11% | Add +1.6% | 3,250 | $258K |
| Elm Partners Management LLC | 0.01% | No change | 3,255 | $257K |
| Adventist Health System/ West | 0.05% | New | 3,232 | $256K |
| Portland Financial Advisors Inc | 0.53% | New | 3,220 | $255K |
| Brookwood Investment Group LLC | 0.03% | New | 3,201 | $254K |
| Summit Asset Management, LLC | 0.04% | New | 3,196 | $253K |
| Elevated Financial Group LLC | 0.08% | New | 3,187 | $253K |
| Kelsey Financial, LLC | 0.22% | Add +12.8% | 3,186 | $253K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -1.8% | 3,180 | $252K |
| Cambridge Capital Management, LLC | 0.11% | Add +0.7% | 3,171 | $251K |
| Atlantic Family Wealth, LLC | 0.18% | Add +5.3% | 3,170 | $251K |
| Cornerstone Wealth, LLC | 0.14% | — | 3,160 | $251K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -4.5% | 3,158 | $250K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -2.5% | 3,157 | $250K |
| Portfolio Resources Advisor Group, Inc. | 0.25% | Add +1.3% | 3,156 | $250K |
| Harvest Investment Services, LLC | 0.05% | Reduce -44.9% | 3,155 | $250K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -10.0% | 3,149 | $250K |
| St Germain D J Co. Inc. | 0.01% | Reduce -1.8% | 3,120 | $247K |
| C2C Wealth Management, LLC | 0.21% | Reduce -8.1% | 3,118 | $247K |
| SMART Wealth LLC | 0.07% | Add +0.7% | 3,118 | $247K |
| Beacon Financial Group | 0.02% | No change | 3,109 | $246K |
| PVG Asset Management Corp. | 0.15% | New | 3,118 | $246K |
| Forum Finance Group S.A. | 0.13% | — | 3,903 | $246K |
| Vaughan David Investments LLC | 0.01% | No change | 3,107 | $246K |
| Covenant Asset Management, LLC | 0.05% | Reduce -0.2% | 3,097 | $246K |
| Wayfinding Financial, LLC | 0.11% | Add +11.4% | 3,087 | $244K |
| Investors Research Corp | 0.05% | Add +2.3% | 3,067 | $243K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,065 | $243K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -22.4% | 3,047 | $242K |
| United Community Bank | 0.08% | New | 3,044 | $241K |
| White Knight Strategic Wealth Advisors, LLC | 0.20% | Reduce -38.4% | 3,040 | $241K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.6% | 3,037 | $241K |
| Archvest Wealth Advisors, Inc. | 0.15% | New | 3,030 | $240K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -78.8% | 3,012 | $239K |
| Harrington Investments, INC | 0.13% | No change | 3,000 | $238K |
| M1 Capital Management LLC | 0.11% | Add +7.1% | 2,994 | $237K |
| SVB Wealth LLC | 0.02% | Add +7.3% | 2,994 | $237K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -3.3% | 2,985 | $237K |
| Silver Oak Advisory Group, Inc. | 0.10% | Add +4.5% | 2,982 | $236K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +1.1% | 2,971 | $236K |
| Activest Wealth Management | 0.04% | Add +0.7% | 2,961 | $235K |
| CRA Financial Services, LLC | 0.03% | Reduce -38.9% | 2,931 | $232K |
| SageGuard Financial Group, LLC | 0.04% | Reduce -0.1% | 2,917 | $231K |
| Schaeffer Financial LLC | 0.19% | Add +4.0% | 2,902 | $230K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -2.0% | 2,881 | $228K |
| Bridgelight Financial Advisors, Inc. | 0.19% | Add +0.6% | 2,861 | $227K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +11.2% | 2,833 | $225K |
| Investmark Advisory Group LLC | 0.10% | Reduce -8.9% | 2,833 | $225K |
| LifeGoal Investments, LLC | 0.13% | Reduce -9.4% | 2,819 | $223K |
| LexAurum Advisors, LLC | 0.03% | — | 2,806 | $222K |
| Shared Vision Wealth Group LLC | 0.09% | No change | 2,802 | $222K |
| Clark Asset Management, LLC | 0.02% | No change | 2,798 | $222K |
| Genesis Wealth Advisors, LLC | 0.15% | No change | 2,753 | $218K |
| Opus Capital Group, LLC | 0.02% | New | 2,756 | $218K |
| Three Bearings Fiduciary Advisors, Inc. | 0.21% | Reduce -3.5% | 2,740 | $217K |
| WNY Asset Management, LLC | 0.02% | — | 2,730 | $216K |
| Moseley Investment Management Inc. | 0.07% | Add +0.1% | 2,727 | $216K |
| Thrive Wealth Management, LLC | 0.03% | Reduce -42.3% | 2,725 | $216K |
| American Trust | 0.02% | New | 2,713 | $215K |
| Paladin Partners, LLC | 0.15% | No change | 2,709 | $215K |
| KM Capital Management Ltd. | 0.14% | Add +1.4% | 2,716 | $215K |
| Navalign, LLC | 0.05% | No change | 2,706 | $215K |
| Bravias Capital Group, LLC | 0.14% | New | 2,703 | $214K |
| World Equity Group, Inc. | 0.06% | No change | 2,683 | $213K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | New | 2,682 | $213K |
| Archford Capital Strategies, LLC | 0.02% | No change | 2,663 | $211K |
| Madrid Wealth Management, LLC | 0.16% | No change | 2,650 | $210K |
| Precedent Wealth Partners, LLC | 0.04% | New | 2,649 | $210K |
| M3 Advisory Group, LLC | 0.13% | Add +5.0% | 2,648 | $210K |
| Legacy Capital Wealth Partners, LLC | 0.04% | No change | 2,643 | $210K |
| Lee Danner & Bass Inc. | 0.01% | No change | 2,634 | $209K |
| Financial Consulate, Inc. | 0.03% | Add +52.6% | 2,621 | $208K |
| American Investment Services, Inc. | 0.05% | New | 2,600 | $206K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 2,600 | $206K |
| Signal Tree Financial Partners LLC | 0.15% | No change | 2,589 | $205K |
| Retirement Guys Formula LLC | 0.09% | No change | 2,576 | $204K |
| Aspen Wealth Management LLC | 0.04% | Reduce -7.7% | 2,571 | $204K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -21.9% | 2,564 | $203K |
| JCIC Asset Management Inc. | 0.06% | No change | 2,560 | $203K |
| Tranquility Partners, LLC | 0.08% | New | 2,559 | $203K |
| Matrix Private Capital Group LLC | 0.10% | Add +7.4% | 2,550 | $202K |
| Thrive Capital Management, LLC | 0.04% | Reduce -42.0% | 2,547 | $202K |
| McMill Wealth Management | 0.05% | Reduce -97.3% | 2,561 | $201K |
| Pandowealth. LLC | 0.18% | Add +0.0% | 2,532 | $201K |
| Tanager Wealth Management LLP | 0.02% | No change | 2,530 | $201K |
| Integrity Wealth Partners, LLC | 0.18% | — | 2,527 | $200K |
| Mb, Levis & Associates, LLC | 0.08% | No change | 2,503 | $198K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Reduce -5.7% | 2,405 | $191K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.9% | 2,399 | $190K |
| AE Wealth Management LLC | 0.00% | Reduce -18.1% | 2,332 | $185K |
| United Financial Planning Group LLC | 0.10% | Reduce -20.6% | 2,212 | $175K |
| Breakwater Investment Management | 0.06% | Reduce -19.1% | 2,148 | $170K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +1.0% | 2,133 | $169K |
| Ashton Thomas Securities, LLC | 0.02% | Reduce -1.4% | 2,126 | $169K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.2% | 2,046 | $161K |
| Wellington Shields & Co., LLC | 0.04% | No change | 2,000 | $159K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 1,987 | $158K |
| Capital Analysts, LLC | 0.00% | Add +28.8% | 1,979 | $157K |
| Nvwm, LLC | 0.03% | Reduce -8.7% | 1,939 | $154K |
| Palouse Capital Management, Inc. | 0.10% | Add +45.2% | 1,813 | $144K |
| Rossby Financial, LCC | 0.03% | Add +0.1% | 1,786 | $141K |
| Pacifica Partners Inc. | 0.05% | No change | 1,779 | $141K |
| Signaturefd, LLC | 0.00% | Reduce -9.3% | 1,737 | $138K |
| Westchester Capital Management, Inc. | 0.03% | No change | 1,715 | $136K |
| 10Elms LLP | 0.09% | New | 1,667 | $132K |
| Pinney & Scofield, Inc. | 0.07% | No change | 1,652 | $131K |
| Hickory Point Bank & Trust | 0.09% | New | 1,651 | $131K |
| Archer Investment Corp | 0.03% | Add +3797.6% | 1,637 | $130K |
| Bullseye Investment Management, LLC | 0.07% | Reduce -38.1% | 1,623 | $129K |
| Chapman Financial Group, LLC | 0.09% | Add +44.6% | 1,622 | $129K |
| WPG Advisers, LLC | 0.09% | Reduce -3.0% | 1,605 | $127K |
| Heritage Wealth Advisors | 0.00% | New | 1,564 | $124K |
| Financial Freedom, LLC | 0.06% | Add +419.9% | 1,544 | $122K |
| Sfam, LLC | 0.11% | New | 1,442 | $114K |
| Asset Dedication, LLC | 0.01% | Add +377.3% | 1,432 | $114K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,428 | $113K |
| BankPlus Trust Department | 0.03% | No change | 1,400 | $111K |
| Align Financial, LLC | 0.06% | Reduce -98.8% | 1,397 | $111K |
| Bernard Wealth Management Corp. | 0.05% | Add +2.9% | 1,388 | $110K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,345 | $107K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,325 | $105K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -3.7% | 1,298 | $103K |
| Aventura Private Wealth, LLC | 0.04% | New | 1,233 | $98K |
| AlphaCore Capital LLC | 0.00% | No change | 1,219 | $97K |
| Tower View Wealth Management LLC | 0.05% | Reduce -18.0% | 1,213 | $96K |
| Harbor Asset Planning, Inc. | 0.08% | Add +6.2% | 1,208 | $96K |
| Motco | 0.01% | No change | 1,200 | $95K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 1,150 | $91K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 1,120 | $89K |
| Kingdom Financial Group LLC. | 0.03% | Add +2185.7% | 1,120 | $89K |
| Ares Financial Consulting, LLC | 0.07% | Add +0.7% | 1,067 | $84K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,060 | $84K |
| Wellington Shields Capital Management, LLC | 0.01% | Reduce -6.0% | 1,058 | $84K |
| Colonial Trust Co / SC | 0.01% | Add +3333.3% | 1,030 | $82K |
| Midway Capital Research & Management | 0.07% | New | 1,000 | $79K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +3.3% | 982 | $78K |
| MCF Advisors LLC | 0.00% | No change | 980 | $78K |
| Dorato Capital Management | 0.06% | No change | 969 | $77K |
| Brown Brothers Harriman & Co. | 0.00% | New | 937 | $74K |
| Front Row Advisors LLC | 0.03% | No change | 936 | $74K |
| Sunrise Financial Services, LLC | 0.05% | Add +38.9% | 935 | $74K |
| Lodestone Wealth Management LLC | 0.03% | Add +0.1% | 911 | $72K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -7.4% | 910 | $72K |
| Hara Capital LLC | 0.04% | Add +5926.7% | 904 | $72K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +332.5% | 904 | $72K |
| Bangor Savings Bank | 0.01% | Reduce -10.0% | 875 | $69K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 826 | $66K |
| Tompkins Financial Corp. | 0.00% | New | 764 | $61K |
| POM Investment Strategies, LLC | 0.07% | New | 758 | $60K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.8% | 746 | $59K |
| Bokf, NA | 0.00% | Reduce -0.3% | 735 | $58K |
| Horizon Investments, LLC | 0.00% | Add +522.2% | 728 | $57K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 707 | $56K |
| Canton Hathaway, LLC | 0.01% | No change | 700 | $55K |
| First Community Trust NA | 0.04% | Add +85.9% | 686 | $54K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 668 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 638 | $51K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -0.3% | 636 | $50K |
| Kilter Group LLC | 0.02% | Add +614.0% | 614 | $49K |
| Blume Capital Management, Inc. | 0.01% | No change | 610 | $48K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -98.4% | 588 | $47K |
| Entrust Financial LLC | 0.03% | Add +689.0% | 576 | $46K |
| EPG Wealth Management LLC | 0.01% | Add +0.7% | 551 | $44K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 542 | $43K |
| Hurley Capital, LLC | 0.02% | No change | 540 | $43K |
| Opal Wealth Advisors, LLC | 0.01% | New | 533 | $42K |
| Strategic Advisory Partners, LLC | 0.03% | New | 527 | $42K |
| 2UniFi Bank | 0.02% | No change | 520 | $41K |
| Westside Investment Management, Inc. | 0.01% | No change | 500 | $40K |
| Avion Wealth | 0.01% | No change | 500 | $39K |
| Ballast Advisors LLC | 0.01% | New | 486 | $39K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +0.9% | 458 | $36K |
| Colonial Trust Advisors | 0.00% | No change | 456 | $36K |
| True Link Financial Advisors, LLC | 0.00% | New | 433 | $34K |
| 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 +0.7% | 412 | $33K |
| Maseco LLP | 0.00% | Reduce -60.5% | 411 | $33K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -46.6% | 398 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 400 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -59.9% | 396 | $31K |
| Costello Asset Management, INC | 0.01% | No change | 356 | $28K |
| Wellington Grp LLC | 0.01% | No change | 356 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 352 | $28K |
| Basepoint Wealth LLC | 0.02% | New | 346 | $27K |
| Bayban | 0.02% | New | 320 | $25K |
| LGT Financial Advisors LLC | 0.13% | No change | 311 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +450.0% | 308 | $24K |
| TFC Financial Management, Inc. | 0.00% | New | 304 | $24K |
| Retiremitten Financial LLC | 0.01% | — | 301 | $24K |
| Financial Management Professionals, Inc. | 0.00% | No change | 300 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 299 | $24K |
| Crewe Advisors LLC | 0.00% | Reduce -4.0% | 291 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 280 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 273 | $22K |
| Strive Financial Group ,LLC | 0.01% | Add +292.5% | 263 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 263 | $21K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -14.0% | 251 | $20K |
| Abound Wealth Management | 0.00% | New | 250 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 250 | $20K |
| Evermay Wealth Management LLC | 0.00% | New | 236 | $19K |
| Roxbury Financial LLC | 0.02% | No change | 230 | $18K |
| Tidemark, LLC | 0.00% | No change | 226 | $18K |
| S&T Bank | 0.01% | No change | 225 | $18K |
| Nova Wealth Management, Inc. | 0.01% | New | 207 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $16K |
| Southern Michigan Bank & Trust | 0.01% | — | 200 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 197 | $16K |
| MilWealth Group LLC | 0.00% | Add +0.5% | 193 | $15K |
| High Note Wealth, LLC | 0.00% | New | 184 | $15K |
| Westfuller Advisors, LLC | 0.01% | Add +16.7% | 182 | $14K |
| Bell Investment Advisors, Inc | 0.00% | New | 177 | $14K |
| Covestor Ltd | 0.01% | Add +25.7% | 181 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 175 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 164 | $13K |
| Burk Holdings LLC | 0.01% | New | 161 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 159 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 150 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 149 | $12K |
| Holos Integrated Wealth LLC | 0.01% | No change | 137 | $11K |
| SYM FINANCIAL Corp | 0.00% | New | 120 | $10K |
| Signature Equity Partners, LLC | 0.00% | New | 116 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -7.4% | 113 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 113 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +10.9% | 102 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 96 | $8K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 94 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 92 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 86 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 84 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 81 | $6K |
| Bullock Wealth Management Group | 0.00% | New | 81 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 73 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 68 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 58 | $5K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 54 | $4K |
| New Republic Capital, LLC | 0.00% | No change | 44 | $4K |
| Tucker Asset Management LLC | 0.00% | Add +11.8% | 38 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 37 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -16.3% | 36 | $3K |
| Truvestments Capital LLC | 0.00% | New | 34 | $3K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 33 | $3K |
| Davis Capital Management | 0.00% | No change | 31 | $2K |
| Triumph Capital Management | 0.00% | No change | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 20 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -83.3% | 11 | $872 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -62.5% | 9 | $713 |
| Clayton Financial Group LLC | 0.00% | Add +250.0% | 7 | $546 |
| First Pacific Financial | 0.00% | No change | 6 | $479 |
| Clear Investment Research, LLC | 0.00% | New | 6 | $476 |
| Meramec Financial Planners, LLC | 0.00% | Reduce -99.5% | 5 | $437 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 5 | $396 |
| Values First Advisors, Inc. | 0.00% | No change | 2 | $166 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $159 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $116 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $95 |
| BNP Paribas | 0.00% | No change | 1 | $79 |
"% 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.