Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q2 2026 (June 30)
1,475holders +5
88new positions
83sold out
6famous investors
$79.05avg. 13F price*

At the end of Q2 2026, 1,475 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 5 from Q1 2026. 88 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($6.2B), Morgan Stanley ($1.8B) and Allstate Corp. ($1.0B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions88$539.1M
Exits83$126.3M

All 13F filers, Q1 2026 → Q2 2026: 32,433,681 shares bought and 10,661,255 shares sold, net +21,772,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,475 holders

Bank of America Corp. 0.40% Add +4.6% 79,080,073 $6.2B
Morgan Stanley 0.10% Add +14.3% 23,315,686 $1.8B
Allstate Corp. 10.19% Add +2.3% 12,908,899 $1.0B
Prudential PLC 6.14% Reduce -10.0% 11,709,337 $925.4M
Envestnet Asset Management Inc. 0.15% Add +11.1% 8,215,438 $649.3M
Wells Fargo & Company 0.11% Add +6.9% 8,051,110 $636.3M
UBS Group AG 0.08% Add +7.6% 6,357,167 $502.4M
Nepc LLC 9.22% Add +3.1% 6,254,317 $494.3M
Royal Bank of Canada 0.08% Add +8.8% 5,730,032 $452.8M
Barings LLC 7.52% No change 5,108,527 $403.7M
Raymond James Financial Inc. 0.09% Add +10.0% 4,257,929 $336.5M
LPL Financial LLC 0.07% Add +1.8% 3,868,237 $305.7M
Sequoia Financial Advisors, LLC 1.45% Reduce -0.1% 3,671,995 $290.2M
Bank of New York Mellon Corp 0.05% Add +6.0% 3,523,298 $278.4M
Manufacturers Life Insurance Company, The 0.20% Add +5.2% 3,204,213 $253.2M
Financial Engines Advisors L.L.C. 0.42% Add +1.9% 3,017,285 $238.5M
Mather Group, Llc. 2.05% Add +4.9% 2,972,193 $234.9M
Ameriprise Financial Inc. 0.05% Add +5.3% 2,937,372 $232.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.33% Add +5.1% 2,877,812 $227.4M
Janney Montgomery Scott LLC 0.40% New 2,622,076 $207.2M
Northwestern Mutual Wealth Management Co. 0.11% Add +4.4% 2,551,396 $201.6M
South Dakota Investment Council 3.19% Add +31.9% 2,355,122 $186.1M
Goldman Sachs Group Inc. 0.02% Reduce -51.9% 2,283,720 $180.5M
Corient Private Wealth LP 0.25% Add +3.7% 2,251,764 $178.0M
Truist Financial Corp. 0.20% Add +22.4% 2,109,739 $166.7M
Cerity Partners LLC 0.20% Add +15.9% 2,075,356 $163.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.96% Reduce -11.0% 1,954,548 $154.7M
JPMorgan Chase & Co. 0.01% Add +50.5% 1,948,411 $154.2M
WestEnd Advisors, LLC 3.42% Add +33.4% 1,942,950 $153.6M
Stifel Financial Corp. 0.11% Add +18.2% 1,643,651 $129.9M
Farther Finance Advisors, LLC 1.01% Add +18.7% 1,628,320 $128.7M
Strategic Financial Services, Inc. 5.32% Add +5.7% 1,534,255 $121.3M
Allspring Global Investments Holdings, LLC 0.18% Add +0.3% 1,477,491 $116.8M
MAI Capital Management 0.43% Add +4.1% 1,441,743 $113.9M
Focus Partners Wealth 0.12% Reduce -18.3% 1,425,061 $112.6M
Creative Planning 0.06% Add +5.3% 1,395,017 $110.2M
Cetera Investment Advisers 0.10% Add +15.5% 1,389,243 $109.8M
RW Investment Management LLC 9.18% Add +3.8% 1,323,784 $104.6M
Allianz Asset Management GmbH 0.10% New 1,307,706 $103.3M
Oakworth Capital, Inc. 4.91% Add +3.8% 1,308,576 $103.2M
Steele Capital Management, Inc. 3.77% Reduce -0.1% 1,295,469 $102.4M
Barclays PLC 0.03% No change 1,250,001 $98.8M
Kohmann Bosshard Financial Services, LLC 7.64% Add +15.6% 1,139,709 $90.1M
Bank of Montreal 0.03% Add +4.9% 1,129,203 $89.2M
Busey Bank 2.10% Add +2.6% 1,095,725 $86.6M
Osaic Holdings, Inc. 0.10% Add +19.1% 1,079,984 $85.4M
First Financial Bankshares Inc 1.59% Add +2.6% 1,077,848 $85.2M
Stonebridge Capital Advisors LLC 5.35% Add +5.2% 1,059,425 $83.7M
Hilton Capital Management, LLC 5.72% Add +1.3% 1,057,913 $83.6M
Charles Schwab Investment Management Inc. 0.01% Add +5.8% 1,027,085 $81.2M
Baird Financial Group, Inc. 0.11% Add +7.5% 1,013,991 $80.1M
Smithfield Trust Co 3.12% Add +2.8% 987,399 $78.1M
Rockbridge Investment Management, LCC 6.31% Add +4.5% 982,481 $77.6M
Principal Financial Group Inc. 0.04% Add +48.3% 952,411 $75.3M
Keybank National Association 0.25% Reduce -1.1% 943,988 $74.6M
Mariner, LLC 0.08% Add +9.9% 916,200 $72.4M
Lutz Financial Services LLC 4.34% Add +4.7% 901,823 $71.3M
DAVENPORT & Co LLC 0.36% Add +6.9% 901,572 $71.3M
Savant Capital, LLC 0.21% Add +327.1% 896,755 $70.7M
BNP Paribas Financial Markets 0.04% Reduce -1.5% 881,000 $69.6M
Quantum Financial Planning Services, Inc. 21.22% Add +1.3% 866,220 $68.5M
Benjamin Edwards Inc. 0.62% Add +10.3% 857,672 $67.8M
Rockefeller Capital Management L.P. 0.10% Add +6.7% 853,291 $67.4M
Beacon Investment Advisory Services, Inc. 2.48% Reduce -0.4% 843,105 $66.6M
Modera Wealth Management, LLC 0.71% Reduce -2.5% 838,602 $66.3M
Commonwealth Equity Services, LLC 0.08% Add +5.9% 818,148 $64.7M
Victory Capital Management Inc. 0.04% Add +35.7% 798,921 $63.1M
Nisa Investment Advisors, LLC 0.20% Add +10323.8% 795,228 $62.8M
Resonant Capital Advisors, LLC 2.96% Add +1.9% 784,392 $62.0M
Liquid Strategies, LLC 8.30% Add +5.5% 769,472 $60.8M
North Star Investment Management Corp. 3.22% Add +1.3% 748,474 $59.2M
Exchange Traded Concepts, LLC 0.29% Add +15.7% 732,069 $57.9M
Retirement Systems of Alabama 0.17% No change 705,675 $55.8M
TD Private Client Wealth LLC 1.02% Add +1.2% 703,186 $55.6M
Bartlett & Co. Wealth Management LLC 0.70% Reduce -0.2% 703,045 $55.6M
RiverFront Investment Group, LLC 0.71% Reduce -23.0% 679,419 $53.7M
Capital Investment Services of America, Inc. 5.23% Reduce -0.5% 675,310 $53.4M
HighTower Advisors, LLC 0.05% Add +4.2% 653,324 $51.6M
EP Wealth Advisors, LLC 0.20% Add +10.5% 647,467 $51.2M
Proffitt & Goodson Inc. 6.70% Add +7.4% 615,981 $48.7M
William Mack & Associates, Inc. 17.00% Add +53.6% 610,226 $48.2M
BCK Partners, Inc. 23.08% Add +6.2% 605,856 $47.9M
Johnson Bixby & Associates, LLC 5.26% Add +0.4% 596,046 $47.1M
Stephens Inc. 0.52% Add +0.6% 583,585 $46.1M
DMKC Advisory Services, LLC 8.51% New 570,005 $45.0M
Marks Wealth, LLC 9.74% Add +4.0% 569,042 $45.0M
Eaton-Cambridge Inc. 12.32% Add +1.3% 554,837 $43.8M
Ami Investment Management Inc. 9.31% Add +1.7% 554,008 $43.8M
Wealthspire Advisors, LLC 0.24% Add +16.0% 553,373 $43.7M
Franklin Resources Inc. 0.01% Reduce -0.3% 546,586 $43.2M
Valeo Financial Advisors, LLC 0.88% Reduce -37.0% 582,653 $41.5M
Patriot Investment Management Group, Inc. 2.39% Add +2.8% 521,512 $41.2M
Zurich Insurance Group Ltd 0.28% No change 512,721 $40.5M
MML Investors Services, LLC 0.08% Add +19.4% 509,087 $40.2M
Old National Bancorp 0.77% Add +10.1% 488,005 $38.6M
Fifth Third Bancorp 0.06% Add +85.4% 486,211 $38.4M
American Money Management, LLC 5.48% Add +8.0% 485,306 $38.4M
Aptus Capital Advisors, LLC 0.28% Add +3.4% 479,180 $37.9M
Goodman Financial Corp 5.84% Add +8.7% 478,256 $37.8M
First National Bank & Trust Co. of Newtown 7.68% Reduce -7.7% 480,140 $37.7M
Kestra Advisory Services, LLC 0.12% Add +162.0% 467,983 $37.0M
Assetmark, Inc. 0.06% Add +1429.1% 463,040 $36.6M
Cypress Financial Planning LLC 8.96% Add +4.1% 462,522 $36.6M
Sunburst Financial Group, LLC 6.11% Add +2.9% 462,477 $36.5M
Wealth Enhancement Advisory Services, LLC 0.06% Add +14.7% 476,517 $36.5M
1834 Investment Advisors Co. 4.11% Add +6.2% 458,713 $36.3M
Gsa Capital Partners LLP 2.28% Reduce -18.4% 456,828 $36.1M
American Financial Advisors, LLC 4.28% Add +4.4% 450,216 $35.6M
Waverly Advisors, LLC 0.20% Add +27.1% 442,728 $35.0M
Quaker Wealth Management, LLC 9.93% Add +1.8% 431,832 $34.1M
Mercer Global Advisors Inc. 0.04% Reduce -3.8% 430,866 $34.1M
BlueSky Wealth Advisors, LLC 3.91% Reduce -3.4% 427,179 $33.8M
Fischer Financial Services, Inc. 8.47% Add +2.7% 426,555 $33.7M
Cambridge Investment Research Advisors, Inc. 0.08% Add +2.5% 425,825 $33.7M
Wolff Financial Management LLC 6.64% Add +5.4% 421,619 $33.3M
Neuberger Berman Group LLC 0.02% Reduce 0.0% 419,416 $33.1M
Scott Capital Advisors, LLC 5.18% Add +912.8% 418,555 $33.1M
Rothschild Wealth LLC 2.64% Reduce -0.9% 418,175 $33.0M
Allworth Financial LP 0.14% Reduce -1.7% 415,721 $32.9M
Certified Advisory Corp 2.63% Add +281.1% 411,962 $32.6M
Mesirow Financial Investment Management, Inc. 0.50% Add +7.3% 404,069 $31.9M
FIDELIS iM, LLC 10.77% Reduce -16.5% 399,593 $31.6M
Adaptive Financial Consulting, LLC 11.02% Reduce -0.2% 398,171 $31.5M
Albion Financial Group 1.82% Add +4.1% 397,569 $31.4M
Howe & Rusling Inc. 1.82% Add +7.7% 397,192 $31.4M
Zhang Financial LLC 0.91% Reduce -3.3% 396,363 $31.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +1.9% 394,066 $31.1M
White Lighthouse Investment Management Inc. 3.85% Add +1.9% 390,825 $30.9M
Allen Investment Management, LLC 0.36% Reduce -20.6% 381,615 $30.2M
Captrust Financial Advisors 0.05% Reduce -0.3% 373,746 $29.5M
Beese Fulmer Investment Management, Inc. 1.67% Add +50.5% 366,668 $29.0M
Howard Capital Management Group, LLC 1.72% Reduce -2.4% 356,395 $28.2M
Hardy Reed LLC 1.80% Add +9.2% 355,131 $28.1M
Apella Capital, LLC 0.39% Reduce -5.6% 354,434 $27.9M
SouthState Bank Corp 1.16% Add +56.4% 352,248 $27.8M
&partners 0.11% Add +0.2% 343,297 $27.1M
McCarthy Asset Management, Inc. 12.80% — 341,630 $27.0M
Bath Savings Trust Co 2.79% Add +1.2% 340,608 $26.9M
Towneley Capital Management, Inc / DE 5.18% Reduce -1.7% 333,820 $26.4M
Davidson Capital Management Inc. 4.17% Add +1.8% 329,483 $26.0M
Coyle Financial Counsel LLC 4.75% Add +4.2% 329,479 $26.0M
Leonard Rickey Investment Advisors P.L.L.C. 4.04% Add +6.0% 325,334 $25.7M
Thrivent Financial for Lutherans 0.04% Add +20.6% 324,911 $25.7M
Rodgers & Associates, LTD 2.33% Reduce -1.0% 324,430 $25.6M
Beacon Pointe Advisors, LLC 0.12% Add +3.5% 320,622 $25.3M
Wescott Financial Advisory Group, LLC 1.95% Add +1.7% 318,076 $25.1M
Bank of Nova Scotia 0.04% Reduce -54.0% 315,425 $25.1M
Principal Securities, Inc. 0.30% Add +20.8% 317,815 $25.1M
Kestra Private Wealth Services, LLC 0.28% Add +2.1% 317,532 $25.1M
Pecaut & Co. 7.61% Add +2.0% 316,064 $25.0M
Greenspring Advisors, LLC 1.36% Add +7.0% 310,515 $24.5M
Baskin Financial Services Inc. 1.93% Reduce -1.0% 310,385 $24.5M
Northwest Quadrant Wealth Management, LLC 4.54% New 310,028 $24.5M
Dagco, Inc. 4.51% Add +12.0% 308,979 $24.4M
JBGlobal.com LLC 21.08% Reduce -0.9% 304,996 $24.1M
ShankerValleau Wealth Advisors, Inc. 6.34% Add +5.7% 304,502 $24.1M
Beacon Financial Strategies CORP 11.88% Add +1.6% 302,407 $23.9M
Graves Light Lenhart Wealth, Inc. 2.23% Reduce -5.8% 301,767 $23.8M
Unison Advisors LLC 1.66% Add +6.6% 300,763 $23.8M
Market Street Wealth Management Advisors LLC 3.34% Add +2.9% 297,254 $23.5M
WESCAP Management Group, Inc. 4.37% Add +3.3% 296,265 $23.4M
Bear Mountain Capital, Inc. 6.71% Reduce -0.8% 294,695 $23.2M
Factor Wealth Management LTD 3.48% Add +57.3% 291,056 $23.0M
CIBC Bancorp USA Inc. 0.03% Reduce -0.3% 291,028 $23.0M
Kwmg, LLC 1.66% Add +5.9% 290,981 $23.0M
Vise Technologies, Inc. 0.26% Add +45.8% 289,724 $22.9M
WBH Advisory Inc. 1.52% Reduce -1.6% 285,697 $22.6M
Firestone Capital Management 4.18% Add +0.5% 284,093 $22.5M
Valmark Advisers, Inc. 0.24% Reduce -1.4% 282,109 $22.3M
AA Financial Advisors, LLC 2.68% Add +14.4% 282,053 $22.3M
Trustmark Bank Trust Department 1.33% Reduce -1.8% 281,825 $22.3M
OneAscent Financial Services LLC 1.06% Add +16.8% 281,539 $22.2M
Creative Financial Designs Inc. 1.06% Reduce -11.2% 281,160 $22.2M
Rialto Wealth Management, LLC 4.35% Reduce -2.8% 278,295 $22.0M
Tandem Wealth Advisors LLC 8.75% Add +4.6% 278,252 $22.0M
VSM Wealth Advisory, LLC 5.82% Add +3.7% 277,158 $21.9M
Employees' Retirement Fund of the City of Fort Worth 7.79% Add +22.1% 276,264 $21.8M
Hiley Hunt Wealth Management 8.56% Add +7.7% 274,051 $21.7M
AAFMAA Wealth Management & Trust LLC 7.50% Add +8.3% 272,006 $21.5M
Pittenger & Anderson Inc. 0.77% Add +2.4% 270,832 $21.4M
Longview Financial Advisors LLC 10.55% Add +0.6% 270,145 $21.3M
Gould Asset Management LLC 3.28% Add +2.4% 263,245 $20.8M
Compass Advisory Group LLC 4.80% Add +32.1% 255,805 $20.2M
Maryland Capital Advisors Inc. 6.44% — 254,385 $20.1M
Farmers & Merchants Investments Inc. 0.48% Reduce -7.6% 251,560 $19.9M
Wealthspire Retirement, LLC 1.08% Add +6.0% 249,464 $19.7M
Dynamic Advisor Solutions LLC 0.56% Add +9.7% 248,420 $19.6M
Integrity Advisory Solutions, LLC 2.02% Reduce -0.4% 248,062 $19.6M
Foundation Wealth Management, LLC\PA 5.91% Add +10.0% 247,930 $19.6M
Paulson Wealth Management Inc. 4.11% Add +4.4% 244,887 $19.4M
Matrix Trust Co 2.80% Add +0.5% 244,605 $19.3M
First National Trust Co 0.66% Reduce -1.1% 244,041 $19.3M
NewEdge Advisors, LLC 0.06% Add +2.4% 238,784 $18.9M
MassMutual Private Wealth & Trust, FSB 0.48% Add +0.7% 235,793 $18.6M
E&R Wealth Management, LLC 15.68% Add +12.2% 233,820 $18.5M
Harbour Investments, Inc. 0.25% Add +27.0% 231,725 $18.3M
Mason & Associates Inc 2.96% Add +0.7% 231,559 $18.3M
Modern Wealth Management, LLC 0.22% Add +129.8% 230,631 $18.2M
Renaissance Technologies 0.02% New 229,000 $18.1M
TL Private Wealth 6.60% Add +6.6% 228,711 $18.0M
Hassell Wealth Management, LLC 5.49% Add +0.7% 227,681 $17.9M
Grey Fox Wealth Advisors, LLC 2.79% Add +8.9% 224,926 $17.8M
Whelan Financial 4.84% Add +0.8% 224,808 $17.8M
Essex LLC 2.70% Reduce -2.8% 224,668 $17.8M
Prospera Financial Services Inc 0.26% Add +3.9% 224,230 $17.7M
Stone Summit Wealth LLC 4.48% Reduce -3.5% 223,282 $17.6M
Beacon Capital Management, Inc. 1.06% Reduce -60.0% 221,769 $17.5M
Florida Trust Wealth Management Co 0.44% Add +15.5% 221,719 $17.5M
Coppell Advisory Solutions LLC 1.44% New 22,860 $17.3M
Staley Capital Advisers Inc. 0.67% Reduce -0.1% 215,911 $17.1M
Lighthouse Financial LLC 8.75% Add +9.5% 213,414 $16.9M
Northwest Bancshares, Inc. 3.03% Add +7.3% 213,127 $16.8M
Ironwood Wealth Management, LLC. 3.73% New 212,762 $16.8M
Patten & Patten Inc. 0.89% Add +1.0% 212,608 $16.8M
Wealth Management Nebraska 1.49% Reduce -4.6% 211,733 $16.7M
Fisher Asset Management 0.01% Reduce -7.4% 211,406 $16.7M
iA Global Asset Management Inc. 0.19% Reduce -51.4% 206,271 $16.3M
Curbstone Financial Management Corp 2.77% Reduce -1.4% 205,960 $16.3M
Forbes Financial Planning, Inc. 8.60% Reduce -1.0% 202,765 $16.0M
Twele Capital Management, Inc. 2.59% Add +7.2% 200,399 $15.8M
Blair William & Co. 0.04% Add +11.6% 198,546 $15.7M
Asio Capital, LLC 2.00% Add +0.3% 197,193 $15.6M
Stordahl Capital Management, Inc. 2.85% Add +7.5% 196,535 $15.5M
Seaside Wealth Management, Inc. 3.82% Add +12.8% 195,687 $15.5M
Cordant, Inc. 5.55% Add +6.7% 194,854 $15.4M
Mustard Seed Financial, LLC 7.98% Add +6.5% 194,272 $15.4M
OneDigital Investment Advisors LLC 0.13% Add +8.1% 193,610 $15.3M
PNC Financial Services Group, Inc. 0.01% Add +1.6% 191,355 $15.1M
HTG Investment Advisors, Inc. 3.86% Add +78.8% 190,727 $15.1M
RFG Advisory, LLC 0.24% Add +1.5% 190,573 $15.1M
Legacy Edge Advisors, LLC 1.37% Add +92.0% 188,507 $14.9M
Level Financial Advisors 3.33% Add +2.3% 188,449 $14.9M
Asset Management Group, Inc. 2.18% Reduce -1.8% 188,379 $14.9M
DecisionPoint Financial, LLC 2.74% Add +19.7% 187,930 $14.8M
Urban Financial Advisory Corp 4.04% Add +8.3% 185,615 $14.7M
Horizon Investment Services, LLC 4.07% Reduce -7.2% 184,930 $14.6M
Alliancebernstein L.P. 0.00% Add +0.2% 183,608 $14.6M
Twin Cities Retirement Group LLC 12.42% Add +11.0% 183,578 $14.5M
International City Management Association Retirement Corp 6.24% No change 181,600 $14.4M
Cresset Asset Management, LLC 0.05% Add +48.3% 181,238 $14.3M
Nicolet Bankshares Inc. 0.45% Reduce -0.7% 181,022 $14.3M
Hobart Private Capital, LLC 2.45% Add +3.2% 180,949 $14.3M
Gradient Capital Advisors, LLC 3.30% Add +2.2% 180,069 $14.2M
Clearstead Advisors, LLC 0.13% Add +96.1% 179,839 $14.2M
Sage Rhino Capital LLC 2.34% Add +250.8% 179,765 $14.2M
Capital Group Private Client Services, Inc. 0.20% No change 178,161 $14.1M
Grove Bank & Trust 1.39% Add +4.8% 177,534 $14.0M
Rakuten Investment Management, Inc. 0.04% Reduce -58.1% 176,359 $14.0M
TRB Wealth Management, LLC 1.86% Add +3.9% 176,478 $13.9M
IFG Advisory, LLC 0.49% New 175,901 $13.9M
Fairview Capital Investment Management, LLC 0.72% Reduce -2.0% 173,166 $13.7M
Van Strum & Towne Inc. 3.73% Add +0.1% 172,894 $13.7M
TAGStone Capital, Inc. 4.32% Add +7.8% 172,144 $13.6M
First American Trust, FSB 0.81% Add +12.4% 170,970 $13.5M
United Services Automobile Association 1.08% Add +1.0% 170,023 $13.4M
Shufro Rose & Co. LLC 0.77% Add +1.8% 169,379 $13.4M
Union Bancaire Privee, UBP SA 0.15% Add +0.3% 168,665 $13.3M
Pointe Capital Management LLC 5.88% Add +14.0% 166,242 $13.1M
Sanctuary Advisors, LLC 0.06% Add +19.2% 166,189 $13.1M
Parallel Advisors, LLC 0.20% Add +1.3% 166,183 $13.1M
Jones Financial Companies LLLP 0.01% Add +21.9% 164,638 $13.0M
Concurrent Investment Advisors, LLC 0.11% Add +128.7% 160,728 $12.7M
World Investment Advisors 0.21% Reduce -0.0% 157,433 $12.5M
BCS Wealth Management 2.25% Add +7.3% 157,822 $12.5M
Hilltop Partners LLC 3.02% Add +2814.3% 157,574 $12.5M
Capstone Capital LLC 7.07% Add +3.9% 156,657 $12.4M
Powers Advisory Group, LLC 3.87% Add +13.4% 156,133 $12.3M
NewEdge Wealth, LLC 0.12% Add +3.8% 155,452 $12.3M
United Capital Financial Advisors, LLC 0.07% Reduce -0.8% 155,000 $12.2M
Montag A & Associates Inc. 0.51% Add +0.6% 153,937 $12.2M
Chesapeake Wealth Management 3.40% Add +7.2% 153,501 $12.1M
Allied Investment Advisors, LLC 1.52% New 153,415 $12.1M
Schroder Investment Management Group 0.01% Add +4.0% 152,350 $12.1M
Magnus Financial Group LLC 0.86% Add +6.6% 152,491 $12.1M
Roundview Capital LLC 0.66% Add +4.6% 151,780 $12.0M
Finhabits Advisors LLC 10.05% Add +8.7% 151,248 $12.0M
Asset Advisory Group, Inc. 5.19% Add +6.6% 150,258 $11.9M
Pinnacle Financial Partners, Inc. 0.08% Reduce -3.1% 149,940 $11.8M
Peddock Capital Advisors, LLC 2.34% Add +1.3% 148,517 $11.7M
Luminvest Wealth Management LLC 2.72% Add +14.0% 147,957 $11.7M
Prudential Financial Inc. 0.01% No change 147,751 $11.7M
Napier Financial, LLC 2.43% Add +1.9% 147,734 $11.7M
NorthRock Partners, LLC 0.17% Reduce -5.8% 147,697 $11.7M
Sage Financial Management Group, Inc. 3.18% Add +6.0% 146,637 $11.6M
Platt Investment Counsel, LLC 7.66% Add +1.3% 144,727 $11.4M
BlackRock, Inc. 0.00% Add +902.3% 144,077 $11.4M
Condor Capital Management 0.84% Add +3.4% 142,044 $11.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.9% 141,907 $11.2M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -10.1% 140,816 $11.1M
Fifth Third Securities, Inc. 0.63% Add +7.9% 140,567 $11.1M
Providence First Trust Co 3.10% Reduce -0.5% 140,369 $11.1M
Cherry Tree Wealth Management, LLC 2.04% Reduce -1.0% 137,063 $10.8M
Leading Edge Financial Planning LLC 1.90% Add +9.4% 135,352 $10.7M
Disciplined Investments, LLC 3.40% Add +4.2% 133,040 $10.5M
Marion Wealth Management 2.14% Reduce -14.5% 132,681 $10.5M
Hurlow Wealth Management Group, Inc. 2.17% Add +4.6% 131,739 $10.4M
Orion Porfolio Solutions, LLC 0.08% Reduce -10.2% 131,624 $10.4M
Vista Investment Management 3.14% Add +3.5% 131,523 $10.4M
Addison Capital Co 1.69% Reduce -0.6% 130,396 $10.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.14% Add +6.9% 130,049 $10.3M
Bryn Mawr Trust Advisors, LLC 0.45% Add +7.5% 129,847 $10.3M
Milestone Investment Advisors LLC 2.20% Add +4.2% 128,841 $10.2M
Millennium Management 0.01% New 128,764 $10.2M
Checchi Capital Advisers, LLC 0.65% Reduce -2.8% 128,596 $10.2M
Strategent Financial, LLC 5.83% Add +22.9% 127,970 $10.1M
Osborne Partners Capital Management, LLC 0.56% Reduce -18.9% 127,791 $10.1M
IMZ Advisory Inc 3.19% Add +6.6% 127,426 $10.1M
Sharper & Granite LLC 3.09% Add +13.1% 126,280 $10.0M
DDD Partners, LLC 0.62% Add +19.3% 126,003 $10.0M
Investments & Financial Planning, LLC 4.68% Reduce -8.0% 125,029 $9.9M
Citadel Advisors 0.01% New 124,882 $9.9M
TD Waterhouse Canada Inc. 0.03% Add +42.3% 125,277 $9.9M
Edgestream Partners, L.P. 0.29% Add +439.0% 124,201 $9.8M
Oakwell Private Wealth Management, LLC 1.60% Add +1.3% 122,244 $9.7M
Leavell Investment Management, Inc. 0.35% Add +4.8% 121,925 $9.6M
Conrad Siegel Investment Advisors, Inc. 1.56% Add +3.4% 121,225 $9.6M
Pure Financial Advisors, LLC 0.12% Reduce -10.8% 121,158 $9.6M
Trellis Wealth Advisors LLC 3.29% Add +17.9% 121,094 $9.6M
CVS HEALTH Corp 4.21% No change 120,000 $9.5M
ETF Portfolio Partners, Inc. 2.25% Add +9.1% 119,432 $9.4M
Minot DeBlois Advisors LLC 8.09% Reduce -4.9% 119,244 $9.4M
Equitable Holdings, Inc. 0.06% Add +15.4% 119,161 $9.4M
Robertson Stephens Wealth Management, LLC 0.23% Add +2.0% 119,110 $9.4M
Private Management Group Inc. 0.25% Reduce -3.3% 118,862 $9.4M
Whitegate Investment Counselors, Inc. 2.65% Add +2.0% 117,752 $9.3M
Telos Capital Management, Inc. 0.80% Add +7.3% 115,170 $9.1M
Robinson Value Management, Ltd. 4.82% Reduce -28.0% 113,789 $9.0M
CWA Asset Management Group, LLC 0.28% Reduce -11.1% 113,436 $9.0M
Atria Investments, Inc 0.09% Add +63.5% 113,413 $9.0M
Verdence Capital Advisors LLC 0.47% Add +7.6% 112,937 $8.9M
Ameritas Advisory Services, LLC 0.18% Reduce -4.6% 111,608 $8.8M
Wealthspan Partners, LLC 2.78% Reduce -3.3% 111,507 $8.8M
Choreo, LLC 0.10% Add +3.8% 110,542 $8.7M
Sigma Planning Corp 0.22% Add +3.0% 109,942 $8.7M
Axxcess Wealth Management, LLC 0.14% Add +4.3% 108,452 $8.6M
SpringVest Wealth Management LLC 5.36% Reduce -0.2% 107,860 $8.5M
Cornerstone National Bank & Trust Co 2.86% Add +133.8% 107,495 $8.5M
Fort Vancouver Investment Management, LLC 3.95% Add +1.5% 106,961 $8.5M
Harbour Trust & Investment Management Co 0.81% Add +7.6% 106,557 $8.4M
Montis Financial, LLC 1.71% Reduce -74.5% 106,027 $8.4M
Sumitomo Mitsui Financial Group, Inc. 0.16% Reduce -5.7% 105,496 $8.3M
Scotia Capital Inc. 0.03% Add +45.5% 105,235 $8.3M
Cordatus Wealth Management LLC 1.81% Reduce -0.0% 104,163 $8.2M
Integrity Investment Advisors, LLC 3.54% Add +0.2% 103,052 $8.1M
Partners Capital Investment Group, LLP 0.29% New 102,742 $8.1M
Integrated Advisors Network LLC 0.37% Add +6.7% 102,582 $8.1M
WASHINGTON TRUST Co 0.25% Reduce -7.7% 102,188 $8.1M
Glenview Trust Co 0.11% Add +8.3% 102,145 $8.1M
Meitav Investment House Ltd. 0.05% Add +9.6% 101,804 $8.0M
Citigroup Inc. 0.00% Add +6.3% 101,071 $8.0M
Highland Investment Advisors LLC 3.47% — 100,566 $7.9M
Quattro Financial Advisors LLC 1.69% Add +17.8% 100,284 $7.9M
Parsons Capital Management Inc. 0.36% Add +0.9% 99,926 $7.9M
Financial Plan, Inc. 0.75% Add +6.0% 99,573 $7.9M
Madison Wealth Partners, Inc 0.99% Add +1939.8% 98,765 $7.8M
Balance Wealth Partners LLC 2.08% Add +8.2% 98,729 $7.8M
Curtis Advisory Group, LLC 1.51% Add +1.8% 98,116 $7.8M
Tower Research Capital LLC (TRC) 0.19% Add +34715.0% 97,482 $7.7M
Rossmore Private Capital 0.62% Add +0.2% 97,072 $7.7M
Private Advisor Group, LLC 0.04% Reduce -49.9% 96,989 $7.7M
Ameritas Investment Partners, Inc. 0.20% Add +4.5% 96,455 $7.6M
Atlantic Edge Private Wealth Management, LLC 1.56% Reduce -11.5% 96,127 $7.6M
First Horizon Corp. 0.29% Add +3.2% 96,010 $7.6M
Cascade Wealth Advisors, Inc 2.99% Add +11.2% 94,678 $7.4M
Rosenblum Silverman Sutton S F Inc. 1.78% Add +559.8% 93,920 $7.4M
Grand Wealth Management, LLC 3.08% Add +14.4% 93,381 $7.4M
Goldstone Financial Group, LLC 0.67% Reduce -15.6% 93,305 $7.4M
Oak Harvest Investment Services 0.69% Reduce -1.3% 93,220 $7.4M
Kraft, Davis & Associates, LLC 1.54% Add +1.9% 93,706 $7.4M
Mgo One Seven LLC 0.12% Reduce -4.9% 92,938 $7.3M
Montecito Bank & Trust 1.09% Add +1.8% 92,356 $7.3M
Summit Financial, LLC 0.08% Add +5.1% 92,028 $7.3M
Tempo Wealth, LLC 1.07% Add +1635.2% 91,669 $7.2M
Boston Family Office LLC 0.44% Add +0.4% 91,511 $7.2M
Metropolitan Life Insurance Co 2.02% No change 91,419 $7.2M
Bedel Financial Consulting, Inc. 0.68% Add +19.2% 89,970 $7.1M
Clarity Wealth Development LLC 3.94% Add +394.5% 89,754 $7.1M
Argent Trust Co 0.20% Add +31.1% 89,582 $7.1M
Cliffwater LLC 1.76% No change 89,515 $7.1M
Northstar Advisory Group, LLC 2.19% Reduce -1.2% 89,254 $7.1M
Park Avenue Securities LLC 0.04% New 89,169 $7.0M
HORAN Wealth, LLC 0.88% Add +1.4% 88,597 $7.0M
EverSource Wealth Advisors, LLC 0.23% Reduce -63.2% 86,651 $6.8M
McMill Wealth Management 1.63% Add +3251.5% 85,831 $6.8M
Tide Cove Capital Partners LLC 4.38% Add +1.9% 86,240 $6.8M
Forum Private Client Group LLC 2.02% Add +20.7% 85,693 $6.8M
Coastal Bridge Advisors, LLC 0.42% Add +33.4% 85,513 $6.8M
Ramsay, Stattman, Vela & Price, Inc. 1.19% Add +119.7% 84,444 $6.7M
Pacific Capital Wealth Advisors, Inc. 0.99% Add +33.7% 83,312 $6.6M
Equita Financial Network, Inc. 1.83% Add +3.8% 83,281 $6.6M
Virtus Family Office LLC 5.19% Reduce -1.3% 83,128 $6.6M
Perigon Wealth Management, LLC 0.10% Reduce -1.9% 82,899 $6.6M
Forza Wealth Management, LLC 2.00% Add +78.8% 82,570 $6.5M
Phoenix Financial Ltd. 0.04% Add +11.9% 82,338 $6.5M
Conservest Capital Advisors, Inc. 0.51% Add +19.6% 81,419 $6.4M
Catalyst Capital Advisors LLC 0.11% No change 81,223 $6.4M
GeoWealth Management, LLC 0.20% Add +101.7% 81,090 $6.4M
Arax Advisory Partners 0.04% Add +782.3% 80,868 $6.4M
Studio Investment Management LLC 1.06% Reduce -0.5% 79,428 $6.3M
Belpointe Asset Management LLC 0.20% Reduce -5.2% 79,371 $6.3M
Perennial Advisors, LLC 0.97% Reduce -1.5% 78,880 $6.2M
Cary Street Partners Financial LLC 0.13% Add +16.9% 77,960 $6.2M
Professional Advisory Services Inc. 0.68% Reduce -9.4% 77,950 $6.2M
Meridian Wealth Management, LLC 0.19% Reduce -2.6% 77,783 $6.1M
Sigma Investment Counselors Inc. 0.30% Reduce -5.4% 77,547 $6.1M
CWS Financial Advisors, LLC 1.36% Add +68.8% 77,306 $6.1M
W.H. Cornerstone Investments Inc. 3.44% Reduce -10.4% 76,942 $6.1M
ARS Wealth Advisors Group, LLC 0.48% Add +189.9% 76,903 $6.1M
D.A. Davidson & Co. 0.03% Reduce -4.0% 76,875 $6.1M
Morton Brown Family Wealth, LLC 1.37% Add +9.5% 76,544 $6.0M
Pathstone Holdings, LLC 0.02% Add +118.7% 76,529 $6.0M
Oppenheimer & Co. Inc. 0.06% Reduce -32.1% 76,430 $6.0M
Wealthfront Advisers LLC 0.01% Add +12.7% 76,305 $6.0M
Sand Hill Global Advisors, LLC 0.18% No change 76,186 $6.0M
Flagship Harbor Advisors, LLC 0.23% Add +29.6% 76,185 $6.0M
IFP Advisors, Inc 0.11% Add +11.1% 75,839 $6.0M
Lauer Wealth, LLC 4.08% Add +765.5% 76,105 $6.0M
Mountain Pacific Investment Advisers LLC 0.94% Reduce -4.3% 75,668 $6.0M
Cibc World Market Inc. 0.01% Add +185.9% 74,646 $5.9M
Koshinski Asset Management, Inc. 0.31% Add +1.1% 74,537 $5.9M
Strategic Wealth Advisors LLC 5.03% Reduce -8.5% 73,769 $5.9M
Commerce Bank 0.03% Add +0.6% 73,931 $5.8M
Guyasuta Investment Advisors Inc. 0.30% Add +0.3% 73,511 $5.8M
Titleist Asset Management, LLC 0.39% Add +18.6% 72,913 $5.8M
Bridgelight Financial Advisors, Inc. 3.95% Add +2448.2% 72,905 $5.8M
Fca Corp. 1.41% Add +0.3% 72,628 $5.7M
Chesapeake Capital Corp. 3.08% Add +54.0% 71,994 $5.7M
Tidal Investments LLC 0.01% Add +52.5% 71,994 $5.7M
XY Planning Network, Inc. 0.71% Add +7.7% 71,619 $5.7M
Sei Investments Co. 0.01% Add +0.1% 71,521 $5.7M
Analyst IMS Investment Management Services Ltd. 0.13% New 71,388 $5.6M
Kure Advisory, LLC 2.66% Add +5.0% 70,994 $5.6M
M&T Bank Corp 0.02% Add +0.4% 70,934 $5.6M
Traub Capital Management LLC 4.99% Add +2.1% 70,772 $5.6M
First National Bank of Omaha 0.16% Reduce -12.0% 70,657 $5.6M
Brucke Financial, Inc. 2.46% Add +13.3% 70,177 $5.5M
Everett Harris & Co. 0.07% Add +0.3% 70,130 $5.5M
Manning & Napier Advisors LLC 0.07% Add +44.3% 69,453 $5.5M
Eukles Asset Management 2.26% Add +12.8% 69,197 $5.5M
Bar Harbor Wealth Management 0.29% Reduce -0.6% 69,153 $5.5M
Whittier Trust Co. 0.05% Reduce -6.3% 68,931 $5.4M
BIP Wealth, LLC 0.15% Add +24.2% 68,732 $5.4M
Advisors Preferred, LLC 0.83% New 67,687 $5.3M
Peapack Gladstone Financial Corp. 0.06% Add +2.5% 67,417 $5.3M
Vestmark Advisory Solutions, Inc. 0.05% Add +0.8% 67,359 $5.3M
Evergreen Capital Management LLC 0.09% Reduce -2.9% 67,034 $5.3M
Zacks Investment Management 0.04% Add +12.1% 66,894 $5.3M
Climber Capital SA 3.22% Add +37.1% 88,537 $5.3M
Black Diamond Financial, LLC 0.46% Reduce -3.5% 66,007 $5.2M
Madden Advisory Services, Inc. 1.87% Add +1.6% 65,868 $5.2M
Johnson Investment Counsel Inc. 0.04% Add +8.3% 65,776 $5.2M
Guardian Wealth Management, Inc. 2.55% Add +18.4% 65,551 $5.2M
Gladwyn Financial Advisors, Inc. 3.24% Add +7.3% 65,538 $5.2M
Stonebridge Financial Group, LLC 0.72% — 65,538 $5.2M
Sprott Inc. 0.17% No change 65,400 $5.2M
Anchor Capital Advisors LLC 0.14% Reduce -6.0% 65,299 $5.2M
Savvy Advisors, Inc. 0.11% Add +8.8% 64,899 $5.1M
HM Payson & Co. 0.07% Add +0.8% 64,772 $5.1M
LFA - Lugano Financial Advisors SA 3.08% Add +15.2% 66,137 $5.1M
Arcataur Capital Management LLC 1.26% Add +0.5% 64,323 $5.1M
Sightline Wealth Advisors, LLC 1.84% Add +7.1% 63,665 $5.0M
Advisory Research Inc. 0.50% Add +36.9% 63,544 $5.0M
Riverview Capital Advisers, LLC 1.44% Add +59.4% 63,510 $5.0M
Massachusetts Wealth Management 1.90% Reduce -0.2% 62,951 $5.0M
Daiwa Securities Group Inc. 0.01% Add +0.3% 62,830 $5.0M
Ssa Swiss Advisors AG 1.85% Reduce -1.9% 62,528 $4.9M
Blueline Advisors LLC 3.42% Add +1.7% 62,419 $4.9M
Migdal Insurance & Financial Holdings Ltd. 0.03% Add +40.9% 62,328 $4.9M
EFG International AG 0.09% Add +9.4% 62,317 $4.9M
Cambient Family Office, LLC 0.60% No change 62,108 $4.9M
Sterling Financial Planning, Inc. 1.33% Add +11.5% 61,984 $4.9M
Visionary Wealth Advisors 0.19% Add +9.6% 61,838 $4.9M
CWC Advisors, LLC. 2.16% Add +1.0% 61,693 $4.9M
Shotwell Rutter Baer Inc 2.67% Add +5.9% 61,567 $4.9M
Common Fund for Nonprofit Organizations 0.44% Add +1.1% 61,240 $4.8M
Rathbones Group PLC 0.02% Add +17.6% 61,177 $4.8M
Arbor Trust Wealth Advisors, LLC 1.94% Add +6.6% 60,964 $4.8M
Copper Harbor Investment Advisors, LLC 1.02% — 60,863 $4.8M
Novare Capital Management LLC 0.34% Add +4.5% 60,593 $4.8M
Deroy & Devereaux Private Investment Counsel Inc. 0.20% Add +12.4% 60,505 $4.8M
Transamerica Financial Advisors, LLC 0.40% Reduce -19.5% 60,300 $4.8M
Bellecapital International Ltd. 0.76% Add +7.7% 60,226 $4.8M
Simon Quick Advisors, LLC 0.19% Reduce -1.3% 59,475 $4.7M
Invesco Ltd. 0.00% Reduce -0.6% 59,374 $4.7M
Cardiff Park Advisors, LLC 0.36% Reduce -6.3% 59,251 $4.7M
Mutual Advisors, LLC 0.09% Add +5.0% 58,990 $4.7M
Agf Management Ltd. 0.02% Reduce -19.2% 58,733 $4.6M
Calton & Associates, Inc. 0.67% Add +32.7% 58,103 $4.6M
Patten Group, Inc. 0.71% Add +7.0% 57,781 $4.6M
Websterrogers Financial Advisors, LLC 1.17% Add +7.0% 57,769 $4.6M
Saranac Partners Ltd 1.44% Add +29.7% 56,840 $4.5M
Florin Court Capital LLP 7.30% Add +324.7% 56,504 $4.5M
Merit Financial Group, LLC 0.03% Reduce -0.2% 55,726 $4.4M
Arrow Financial Corp 0.39% Reduce -7.9% 55,641 $4.4M
Christine Messmer PC 2.46% Add +1.6% 55,273 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.11% Add +2.1% 55,207 $4.4M
Marietta Wealth Management, LLC 0.45% Add +9.5% 55,161 $4.4M
PFG Investments, LLC 0.17% Add +4.8% 55,077 $4.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +3.2% 54,987 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -5.9% 54,982 $4.3M
truNorth Financial Services, Inc. 3.89% Reduce -17.2% 54,977 $4.3M
Stirlingshire Investments, Inc. 3.18% Add +0.0% 54,228 $4.3M
Silver Oak Wealth Advisors Services, LLC 2.56% Add +29.2% 54,099 $4.3M
Planning Strategies Inc. 2.66% — 53,903 $4.3M
Juncture Wealth Strategies, LLC 1.10% Add +1.8% 53,672 $4.2M
Good Steward Wealth Advisors,LLC 2.56% Add +1.4% 53,660 $4.2M
Chandler Asset Management, Inc. 0.60% Add +1.7% 53,640 $4.2M
Fiduciary Financial Advisors 0.43% Add +108.6% 53,369 $4.2M
Mariner Investment Group LLC 1.57% Add +1.9% 53,317 $4.2M
Pekin Hardy Strauss, Inc. 0.37% Add +46.5% 52,638 $4.2M
CreativeOne Wealth, LLC 0.09% Add +2.6% 52,600 $4.2M
NavPoint Financial, Inc. 1.54% Add +21.2% 52,490 $4.1M
Middleton & Co. Inc. 0.44% Reduce -6.1% 52,401 $4.1M
Connecticut Wealth Management, LLC 0.15% Reduce -2.1% 52,253 $4.1M
Global Retirement Partners, LLC 0.06% — 52,225 $4.1M
J.Safra Asset Management Corp 0.19% Add +18.9% 52,105 $4.1M
Cloud Capital Management, LLC 1.50% Add +19.9% 52,093 $4.1M
Warwick Investment Management, Inc. 0.46% Reduce -7.0% 51,725 $4.1M
Fiduciary Advisors, Inc. 2.74% Add +1.4% 51,464 $4.1M
Galvin, Gaustad & Stein, LLC 0.30% Reduce -5.5% 51,126 $4.0M
Bull Street Advisors, LLC 1.82% Reduce -2.4% 50,487 $4.0M
Anchor Investment Management, LLC 0.30% Add +3.8% 50,283 $4.0M
Easterly Investment Partners LLC 0.20% No change 50,244 $4.0M
IFG Advisors, LLC 0.55% Add +27.6% 50,219 $4.0M
B. Riley Wealth Advisors, Inc. 0.22% Add +3.8% 50,041 $4.0M
Thomasville National Bank 0.21% — 49,501 $3.9M
JNBA Financial Advisors 0.29% Reduce -0.3% 48,901 $3.9M
Wood Tarver Financial Group, LLC 0.91% Reduce -3.6% 48,719 $3.9M
Farrell Financial LLC 2.08% Add +0.6% 48,709 $3.8M
Ankerstar Wealth, LLC 3.20% Reduce -27.7% 48,347 $3.8M
Redhawk Wealth Advisors, Inc. 0.38% Reduce -8.8% 48,298 $3.8M
Planning Directions Inc. 1.76% Reduce -9.1% 48,059 $3.8M
Brown Advisory Inc. 0.01% Add +265.3% 47,709 $3.8M
Private Advisory Group LLC 0.21% Add +23.7% 47,487 $3.8M
Betterment LLC 0.01% Reduce -3.6% 47,338 $3.7M
Gotham Asset Management 0.01% No change 47,010 $3.7M
Hegarty Advisors, LLC 2.55% Add +22.9% 46,810 $3.7M
Raffa Wealth Management, LLC 0.47% Reduce -2.2% 46,796 $3.7M
Guardian Asset Advisors, LLC 1.70% Add +16.0% 46,778 $3.7M
StoneX Group Inc. 0.15% Add +13.8% 46,674 $3.7M
Arkos Global Advisors 0.44% Reduce -33.8% 46,688 $3.7M
Voya Investment Management LLC 0.00% Add +6.9% 46,657 $3.7M
Focus Financial Network, Inc. 0.11% Add +12.2% 46,539 $3.7M
TriaGen Wealth Management LLC 0.92% Reduce -0.0% 46,328 $3.7M
Vicus Capital 0.24% Add +6.6% 46,186 $3.7M
Windward Private Wealth Management Inc. 1.15% Reduce -0.6% 45,406 $3.6M
Alesco Advisors, LLC, An ESL Co 0.08% Reduce -1.7% 45,356 $3.6M
Cary Street Partners Investment Advisory LLC 0.72% Add +24.1% 44,765 $3.5M
Glass Jacobson Investment Advisors llc 1.10% Add +5.6% 44,632 $3.5M
Intrua Financial, LLC 0.33% Reduce -6.0% 44,632 $3.5M
Walkner Condon Financial Advisors LLC 0.41% Add +0.1% 44,597 $3.5M
Culbertson A N & Co. Inc. 0.41% Add +0.7% 44,268 $3.5M
Topel & Distasi Wealth Management, LLC 1.68% Reduce -0.0% 44,122 $3.5M
Alerus Financial NA 0.15% Reduce -83.9% 43,906 $3.5M
Lynx Investment Advisory 1.12% Add +1205.9% 43,290 $3.4M
Discipline Wealth Solutions, LLC 0.30% Add +45.9% 43,103 $3.4M
LifeWealth Investments, LLC 0.91% Add +9.9% 43,079 $3.4M
V2 Financial group LLC 1.27% Reduce -10.5% 42,985 $3.4M
Avant Financial Advisors LLC 2.11% Add +8.7% 42,810 $3.4M
Fiduciary Group, LLC 0.26% Reduce -8.3% 42,544 $3.4M
Pacific Park Financial, Inc. 1.91% Reduce -1.9% 41,735 $3.3M
Capasso Planning Partners LLC 1.64% Add +0.1% 41,596 $3.3M
Capital Investment Advisors, LLC 0.04% Add +34.3% 41,587 $3.3M
Presilium Private Wealth, LLC 0.50% Add +9.9% 41,456 $3.3M
Mma Asset Management LLC 1.04% Reduce -3.0% 41,232 $3.3M
Stratos Wealth Partners, LTD. 0.03% Add +43.0% 41,197 $3.3M
Rockwood Wealth Management, LLC 0.21% Add +8.9% 41,149 $3.3M
Coston, McIsaac & Partners 0.65% Add +4.9% 41,082 $3.2M
International Assets Investment Management, LLC 0.19% Add +2.3% 41,212 $3.2M
Cedar Point Capital Partners, LLC 1.86% Add +2.3% 40,873 $3.2M
Wesbanco Bank Inc. 0.08% Add +0.3% 40,691 $3.2M
49 Wealth Management, LLC 0.61% Reduce -84.4% 40,660 $3.2M
Alongside, LLC 0.61% — 40,660 $3.2M
Insight Inv LLC 1.51% Add +2.7% 40,400 $3.2M
Courier Capital LLC 0.16% Add +2.1% 40,244 $3.2M
Weik Capital Management 1.21% Reduce -3.6% 40,002 $3.2M
Greenline Partners, LLC 0.32% No change 39,871 $3.2M
Sims Investment Management, LLC 0.97% Add +18.2% 39,777 $3.1M
Equity Investment Corp. 0.06% Reduce -1.6% 39,271 $3.1M
MidAtlantic Capital Management, Inc. 1.93% Reduce -4.3% 39,220 $3.1M
Intelligent Financial Strategies 1.48% Reduce -0.1% 39,017 $3.1M
Kastel Capital Advisors, LLC 1.94% Add +0.1% 38,679 $3.1M
Flputnam Investment Management Co. 0.04% Reduce -4.7% 38,651 $3.1M
Fagan Associates, Inc. 0.37% Reduce -0.6% 38,530 $3.0M
Asset Allocation & Management Company, LLC 1.00% No change 38,470 $3.0M
Pinnacle Wealth Planning Services, Inc. 0.29% Add +7.1% 38,327 $3.0M
Seeds Investor LLC 0.31% Add +75.5% 38,042 $3.0M
Diversified Portfolios, Inc. 0.22% Add +0.2% 38,024 $3.0M
Continuum Advisory, LLC 0.24% Add +5.5% 38,021 $3.0M
Nest Investments, LLC 2.28% Add +4.2% 37,919 $3.0M
Strategic Blueprint, LLC 0.15% Add +25.7% 37,595 $3.0M
Agate Pass Investment Management, LLC 1.09% Add +8.6% 37,570 $3.0M
Financial Management Network Inc. 0.43% Add +190.0% 37,693 $3.0M
Foster Group, Inc. 0.08% Add +1.1% 37,007 $2.9M
Armstrong Advisory Group, Inc. 0.18% Add +21.6% 36,966 $2.9M
Avidian Wealth Enterprises, LLC 0.08% Add +5.5% 36,958 $2.9M
Atlanta Consulting Group Advisors, LLC 0.46% Add +4.2% 36,930 $2.9M
Five Pine Wealth Management 1.64% Reduce -1.7% 36,716 $2.9M
Lazard Asset Management LLC 0.00% Reduce -21.8% 36,549 $2.9M
Compass Ion Advisors, LLC 0.25% Reduce -8.7% 36,280 $2.9M
Modus Advisors, LLC 0.71% Add +3.6% 36,173 $2.9M
Advisory Services Network, LLC 0.03% Reduce -8.7% 36,107 $2.9M
Lido Advisors, LLC 0.01% Add +41.8% 36,100 $2.9M
Verus Wealth Management, LLC 2.35% Reduce -2.2% 36,027 $2.8M
Old Mission Capital LLC 0.07% Reduce -47.1% 35,883 $2.8M
Meridian Financial Advisors, LLC 1.35% Add +3.5% 35,521 $2.8M
GC Wealth Management RIA, LLC 0.16% Add +763.9% 35,488 $2.8M
Headinvest, LLC 0.52% Add +2.5% 35,459 $2.8M
Wedmont Private Capital 0.08% Add +0.2% 35,554 $2.8M
Clear Retirement Advice LLC 1.90% Reduce -0.3% 35,181 $2.8M
Stonehage Fleming Financial Services Holdings Ltd 0.09% No change 34,673 $2.7M
Western Wealth Management, LLC 0.09% Add +4.8% 34,609 $2.7M
James Investment Research, Inc. 0.28% Add +1.4% 34,294 $2.7M
Axos Invest Inc. 1.97% Reduce -6.4% 34,006 $2.7M
4WEALTH Advisors, Inc. 2.06% Add +0.8% 33,940 $2.7M
National Philanthropic Trust 0.04% Add +19.2% 33,975 $2.7M
First Manhattan Co. Llc. 0.01% Add +54.0% 33,852 $2.7M
Eagle Global Advisors LLC 0.09% Add +4.5% 33,529 $2.6M
Columbia Advisory Partners LLC 1.46% Reduce -4.0% 33,425 $2.6M
North Forty Two & Co. 2.22% Add +4.5% 33,139 $2.6M
McDonough Capital Management, Inc 1.31% Add +0.9% 33,093 $2.6M
Steward Partners Investment Advisory, LLC 0.01% Add +7.6% 33,001 $2.6M
Consilio Wealth Advisors, LLC 0.62% No change 32,991 $2.6M
Insigneo Advisory Services, LLC 0.10% Add +0.8% 32,871 $2.6M
Clifford Swan Investment Counsel LLC 0.08% Reduce -8.0% 32,758 $2.6M
Evanson Financial, LLC 0.13% — 32,603 $2.6M
Independent Advisor Alliance 0.06% Reduce -51.3% 32,462 $2.6M
Sowell Financial Services LLC 0.08% Reduce -2.9% 32,344 $2.6M
Narus Financial Partners, LLC 0.66% Reduce -4.3% 32,320 $2.6M
Phillips Financial Management, LLC 0.19% Reduce -14.9% 32,276 $2.6M
Avior Wealth Management, LLC 0.07% Reduce -1.3% 32,181 $2.5M
Sagace Wealth Management LLC 1.60% Add +1.4% 32,114 $2.5M
Linscomb Wealth, Inc. 0.11% No change 32,103 $2.5M
Larson Financial Group LLC 0.07% Reduce -44.1% 32,031 $2.5M
Transcendent Capital Group LLC 0.98% Add +4.0% 31,796 $2.5M
Topsail Wealth Management, LLC 0.32% Add +5.7% 31,293 $2.5M
National Bank of Canada 0.00% Reduce -7.8% 31,080 $2.5M
Kuhn & Co Investment Counsel 1.41% Reduce -0.3% 30,970 $2.4M
Arrowroot Family Office, LLC 0.70% Add +6.3% 30,901 $2.4M
Clarity Capital Advisors, LLC 1.02% Add +6.5% 30,862 $2.4M
ETF Store, Inc. 2.03% Add +3.1% 30,672 $2.4M
Ancora Advisors LLC 0.05% Add +0.6% 30,449 $2.4M
Atlantic Union Bankshares Corp 0.04% Reduce -17.0% 30,109 $2.4M
Titiun Yejiel 2.06% No change 30,000 $2.4M
Bleakley Financial Group, LLC 0.03% New 29,800 $2.4M
Huntington National Bank 0.02% Add +0.3% 29,799 $2.4M
Hexagon Capital Partners LLC 0.33% Reduce -0.5% 29,774 $2.4M
Braun-Bostich & Associates Inc. 1.31% Add +1.9% 29,642 $2.3M
Elser Financial Planning, Inc 0.10% Reduce -5.6% 29,497 $2.3M
Regions Financial Corp. 0.01% Add +3.9% 29,410 $2.3M
Jacobson & Schmitt Advisors, LLC 0.38% Add +3.0% 29,287 $2.3M
Accurate Wealth Management, LLC 0.22% Add +9.0% 29,362 $2.3M
Stone Loft Wealth Management LLC 1.31% Add +166.2% 29,175 $2.3M
Spire Wealth Management 0.07% Add +2.9% 28,944 $2.3M
CGN Advisors LLC 0.17% Reduce -0.1% 28,914 $2.3M
Reicon Wealth Advisors, LLC 1.42% Add +279.7% 28,838 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -24.4% 28,780 $2.3M
Gladstone Institutional Advisory LLC 0.07% Add +2.4% 28,659 $2.3M
Fiduciary Trust Co 0.02% Add +5.9% 28,615 $2.3M
Roberts Glore & Co. Inc. 0.56% Reduce -0.1% 28,572 $2.3M
Rwa Wealth Partners, LLC 0.02% Add +0.9% 28,425 $2.2M
OpenArc Corporate Advisory, LLC 0.03% Reduce -11.7% 28,340 $2.2M
Jacobi Capital Management LLC 0.11% Reduce -8.3% 28,175 $2.2M
Aua Capital Management, LLC 1.03% Reduce -0.2% 28,154 $2.2M
Chicago Partners Investment Group LLC 0.04% Reduce -21.7% 28,107 $2.2M
Martin Capital Advisors, LLP 1.15% Reduce -0.2% 27,800 $2.2M
Burling Wealth Partners, LLC 0.32% Add +0.8% 27,737 $2.2M
Blue Edge Capital, LLC 0.26% Add +16.0% 27,507 $2.2M
MMBG Investment Advisors Co. 0.17% No change 27,493 $2.2M
Level Four Advisory Services, LLC 0.06% Add +91.5% 27,342 $2.2M
TCI Wealth Advisors, Inc. 0.09% Add +341.5% 27,320 $2.2M
Prosperity Advisers, LLC 1.56% Add +7.8% 27,279 $2.2M
Prosperity Bancshares Inc 1.41% Add +30.1% 27,237 $2.2M
Cornerstone Financial Management LLC 1.72% Add +3.5% 27,201 $2.1M
Zuckerman Investment Group, LLC 0.18% Add +170.8% 27,183 $2.1M
PW Nova Financial Services LLC 0.46% Add +1.5% 27,173 $2.1M
Exchange Bank 1.33% Add +40.5% 27,115 $2.1M
Long Island Wealth Management, Inc. 0.88% Reduce -4.5% 26,960 $2.1M
Steinberganna Wealth Management 0.86% Reduce -1.7% 26,711 $2.1M
Level Wealth Management LLC 0.84% Add +12.0% 26,533 $2.1M
First Hawaiian Bank 0.26% No change 26,458 $2.1M
Mackenzie Financial Corp. 0.00% Add +33.1% 26,289 $2.1M
Choate Investment Advisors 0.04% Add +9.4% 26,213 $2.1M
Snowden Capital Advisors LLC 0.05% Reduce -5.8% 26,198 $2.1M
Keeler Thomas Management LLC 0.73% New 26,090 $2.1M
D.B. Root & Company, LLC 0.44% Reduce -2.6% 26,008 $2.1M
Valley Financial Group, Inc. 1.01% Reduce -0.7% 25,921 $2.0M
Investment Advisory Group, LLC 0.44% Add +1.7% 25,851 $2.0M
Kovack Advisors, Inc. 0.10% Add +4.7% 25,919 $2.0M
Absolute Capital Management, LLC 0.51% Add +0.1% 25,725 $2.0M
Stephen J. Garry & Associates, LLC 1.48% Reduce -3.8% 25,697 $2.0M
Alta Wealth Advisors LLC 0.55% Add +12.8% 25,581 $2.0M
Brookstone Capital Management 0.02% Add +60.4% 25,394 $2.0M
Chemistry Wealth Management LLC 0.32% Add +1.1% 25,255 $2.0M
Cascades Capital Asset Management, LLC 0.74% Add +98.5% 24,974 $2.0M
Wilmington Savings Fund Society, FSB 0.04% Reduce -0.6% 24,886 $2.0M
HB Wealth Management, LLC 0.01% Reduce -5.4% 24,377 $1.9M
A. D. Beadell Investment Counsel, Inc. 1.24% Add +5.9% 24,358 $1.9M
Mayflower Financial Advisors, LLC 0.17% Reduce -1.1% 24,285 $1.9M
Compass Financial Group, Inc. 0.81% Reduce -2.0% 24,280 $1.9M
American National Bank & Trust 0.16% Add +19.5% 24,281 $1.9M
Plum Street Advisors, LLC 0.61% Reduce -14.9% 24,257 $1.9M
Storen Legacy Partners, LLC 0.52% Add +0.9% 24,122 $1.9M
Banque Transatlantique SA 0.04% Add +1.2% 24,092 $1.9M
Soltis Investment Advisors LLC 0.11% Reduce -3.4% 24,072 $1.9M
Penobscot Wealth Management 0.51% New 23,981 $1.9M
Gordian Advisors LLC 1.11% Add +2.0% 23,877 $1.9M
MBE Wealth Management, LLC 0.66% Add +0.6% 23,784 $1.9M
Brooks, Moore & Associates, Inc. 0.84% Reduce -2.1% 23,560 $1.9M
Trinity Financial Advisors LLC 0.48% Reduce -0.3% 23,508 $1.9M
Essex Financial Services, Inc. 0.09% Reduce -10.4% 23,467 $1.9M
Rosenberg Matthew Hamilton 0.34% Reduce -0.3% 23,297 $1.8M
Twin Focus Capital Partners, LLC 0.18% No change 22,958 $1.8M
First County Bank 0.85% Add +22.6% 22,838 $1.8M
Bauman Advisory Group, LLC 0.95% Add +21.2% 22,768 $1.8M
AQR Capital Management 0.00% Reduce -32.7% 22,767 $1.8M
W1M Asset Management Ltd 0.02% Add +230.7% 22,516 $1.8M
Brindle & Bay Financial Advisors, LLC 0.89% New 22,511 $1.8M
Continental Investors Services, Inc. 1.39% Add +53.0% 22,495 $1.8M
Cutler Investment Counsel LLC 0.17% Add +1.0% 22,400 $1.8M
Clear Point Advisors Inc. 1.57% New 22,378 $1.8M
Friedenthal Financial 0.82% Add +7.4% 22,374 $1.8M
Brandywine Oak Private Wealth LLC 0.13% Add +28.5% 22,342 $1.8M
New England Private Wealth Advisors LLC 0.17% Add +2.9% 22,467 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.4% 22,297 $1.8M
Berkeley Capital Partners, LLC 0.36% Reduce -0.9% 22,202 $1.8M
SRH Advisors, LLC 0.45% Add +26.5% 22,115 $1.7M
Washington Trust Advisors, Inc. 0.13% Add +8.0% 22,105 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.69% Reduce -3.9% 21,951 $1.7M
Insight Wealth Partners, LLC 0.23% Reduce -25.5% 21,892 $1.7M
Good Harbor Advisors, Inc. 1.68% Add +0.0% 21,781 $1.7M
Sheets Smith Wealth Management 0.17% Reduce -10.0% 21,777 $1.7M
Prospera Capital Management, LLC 0.54% Add +111.3% 21,826 $1.7M
AXS Investments LLC 0.49% Reduce -28.8% 21,695 $1.7M
Aries Wealth Management 0.34% Reduce -4.4% 21,687 $1.7M
Simplicity Wealth,LLC 0.06% Add +16.1% 21,475 $1.7M
BridgePort Financial Solutions, LLC 0.43% Add +0.9% 21,456 $1.7M
Bakala Capital LLC 7.41% Add +2.4% 21,409 $1.7M
SCS Capital Management LLC 0.02% No change 21,234 $1.7M
Ramiah Investment Group 1.28% Add +9.8% 21,140 $1.7M
PDS Planning, Inc 0.10% Add +2.4% 21,121 $1.7M
Kelleher Financial Advisors 0.24% Add +127.3% 21,100 $1.7M
First Commonwealth Financial Corp 0.23% Reduce -44.7% 21,055 $1.7M
NBT Bank, N.A. 0.11% Reduce -81.5% 20,983 $1.7M
CVA Family Office, LLC 0.15% Add +5.2% 20,624 $1.6M
Carr Financial Group Corp 0.37% Reduce -14.6% 20,411 $1.6M
Associated Banc-Corp 0.04% New 20,296 $1.6M
Stonekeep Investments, LLC 0.93% Reduce -0.1% 20,133 $1.6M
Clearview Wealth Management LLC 1.02% Add +0.0% 20,103 $1.6M
Virtue Capital Management, LLC 0.21% Reduce -23.1% 19,948 $1.6M
GAMMA Investing LLC 0.06% Add +52.7% 19,933 $1.6M
Beaumont Financial Advisors, LLC 0.10% Add +3.5% 19,701 $1.6M
J.W. Cole Advisors, Inc. 0.03% Reduce -7.8% 19,670 $1.6M
Sovereign Investment Advisors, LLC 0.29% No change 19,667 $1.6M
Ellis Investment Partners, LLC 0.24% Add +7.5% 19,639 $1.6M
SageView Advisory Group, LLC 0.05% Reduce -8.7% 19,574 $1.5M
Crescent Sterling, Ltd. 1.37% Add +37.3% 19,357 $1.5M
Resona Asset Management Co.,Ltd. 0.01% No change 19,268 $1.5M
Elevation Point Wealth Partners, LLC 0.03% Add +1.2% 19,181 $1.5M
Powell Investment Advisors, LLC 0.48% No change 19,085 $1.5M
Elite Financial, Inc. 0.61% Reduce -1.6% 19,060 $1.5M
Mengis Capital Management, Inc. 0.23% Add +0.6% 18,932 $1.5M
Vontobel Holding Ltd. 0.01% Reduce -11.2% 18,862 $1.5M
MFA Wealth Services 0.89% Add +3.3% 18,828 $1.5M
Houlihan Financial Resource Group, Ltd. 0.53% Reduce -0.3% 18,697 $1.5M
Advyzon Investment Management, LLC 0.11% Add +5.1% 18,671 $1.5M
Ironwood Investment Counsel, LLC 0.19% Add +1.7% 18,650 $1.5M
Marshall & Sterling Wealth Advisors Inc. 0.87% Add +4.1% 18,645 $1.5M
Great Diamond Partners, LLC 0.25% Reduce -2.6% 18,625 $1.5M
Salem Investment Counselors Inc. 0.04% Add +7.0% 18,575 $1.5M
Cullen/Frost Bankers, Inc. 0.01% Add +10.0% 18,537 $1.5M
Pitcairn Wealth Advisors LLC 0.16% No change 18,536 $1.5M
Sonata Capital Group Inc. 0.47% Reduce -2.3% 18,528 $1.5M
Capstone Wealth Management Group, LLC 0.52% Add +10.1% 18,468 $1.5M
Chilton Capital Management LLC 0.05% Reduce -1.4% 18,350 $1.5M
Aprio Wealth Management, LLC 0.07% Add +99.1% 18,280 $1.4M
Naples Global Advisors, LLC 0.09% Add +0.1% 18,269 $1.4M
Bare Financial Services, Inc 0.33% Add +7.2% 18,256 $1.4M
FFT Wealth Management LLC 0.23% New 18,195 $1.4M
Stonebridge Financial Planning Group, LLC 0.46% Add +141.0% 18,165 $1.4M
Cypress Capital, LLC 0.39% Reduce -1.6% 18,106 $1.4M
Brown, Lisle/Cummings, Inc. 0.32% Reduce -1.7% 18,058 $1.4M
Aegis Wealth Management LLC 0.67% Add +15.3% 18,004 $1.4M
Washington Capital Management, Inc. 0.94% New 17,925 $1.4M
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -6.3% 17,664 $1.4M
Ridgeline Wealth Planning, LLC 0.88% Add +50.5% 17,649 $1.4M
Cumberland Partners Ltd 0.09% Reduce -26.7% 17,600 $1.4M
US Bancorp \de 0.00% Add +11.5% 17,562 $1.4M
Berkshire Money Management, Inc. 0.13% Reduce -0.3% 17,560 $1.4M
Round Rock Advisors LLC 0.18% Reduce -1.0% 17,437 $1.4M
Rothschild Capital Partners, LLC 0.29% Add +7.6% 17,319 $1.4M
Nabity-Jensen Investment Management Inc 0.83% Add +1.3% 17,122 $1.4M
Keating Financial Advisory Services, Inc. 0.18% Add +78.2% 17,101 $1.4M
Fullerton Advisors, LLC 1.26% Add +1.4% 17,098 $1.4M
Valley Wealth Managers, Inc. 0.08% Reduce -7.1% 17,096 $1.4M
Tranquilli Financial Advisor LLC 0.73% Reduce -42.3% 17,060 $1.3M
BHK Investment Advisors, LLC 0.40% Reduce -2.3% 17,044 $1.3M
Krilogy Financial LLC 0.04% Reduce -4.8% 17,018 $1.3M
Curio Wealth, LLC 0.42% Reduce -0.6% 16,965 $1.3M
Cambridge Advisors Inc. 0.23% Add +0.3% 16,922 $1.3M
Rehmann Capital Advisory Group 0.06% Add +4.0% 16,843 $1.3M
Alteri Wealth LLC 0.36% Add +4.5% 16,680 $1.3M
FMR LLC 0.00% Reduce -37.0% 16,618 $1.3M
City State Bank 0.30% Add +17.5% 16,430 $1.3M
Independence Bank of Kentucky 0.15% Reduce -7.0% 16,405 $1.3M
Eastern Bank 0.02% Reduce -1.1% 16,390 $1.3M
Axis Wealth Partners, LLC 0.62% Add +1.9% 16,388 $1.3M
N.E.W. Advisory Services LLC 0.09% Add +0.6% 16,344 $1.3M
Arete Wealth Advisors, LLC 0.08% Reduce -3.9% 16,198 $1.3M
Fortis Capital Management LLC 0.14% Reduce -0.0% 16,153 $1.3M
Mechanics Bank Trust Department 0.16% New 16,125 $1.3M
Madison Asset Management, LLC 0.02% Reduce -82.3% 16,090 $1.3M
PKS Advisory Services, LLC 0.20% Reduce -26.1% 16,062 $1.3M
Loudon Investment Management, LLC 0.62% Add +10.9% 16,059 $1.3M
Chatham Capital Group, Inc. 0.16% Reduce -1.9% 16,038 $1.3M
Retirement Investment Advisors, Inc. 0.09% Reduce -0.2% 15,996 $1.3M
Woodmont Investment Counsel LLC 0.07% Reduce -1.9% 15,738 $1.2M
Trivium Point Advisory, LLC 0.11% Add +421.0% 15,693 $1.2M
Boreal Capital Management LLC 1.07% New 15,685 $1.2M
Ibex Wealth Advisors 0.10% Reduce -11.6% 15,528 $1.2M
Stelac Advisory Services LLC 0.23% No change 15,501 $1.2M
Creekside Partners 0.44% Add +4.6% 15,453 $1.2M
YHB Investment Advisors, Inc. 0.08% Reduce -0.4% 15,383 $1.2M
Cambria Investment Management, L.P. 0.06% Add +3.8% 15,335 $1.2M
New Insight Wealth Advisors 0.35% Add +4.9% 15,140 $1.2M
Bfsg, LLC 0.11% Add +6.6% 15,135 $1.2M
Indivisible Partners 0.07% Reduce -45.0% 15,065 $1.2M
Private Client Services, LLC 0.31% Reduce -7.9% 15,042 $1.2M
Pinnacle Bancorp, Inc. 0.31% Add +1.3% 14,897 $1.2M
Smithbridge Asset Management Inc. 0.16% Reduce -43.4% 14,842 $1.2M
Tillman Hartley LLC 0.26% No change 14,649 $1.2M
Kingsview Wealth Management, LLC 0.01% Add +3.3% 14,559 $1.2M
Northstar Financial Companies, Inc. 0.78% Add +0.0% 14,558 $1.2M
Navigate Wealth Management, LLC 0.71% Add +6.3% 14,565 $1.1M
Algorithmic Investment Models, LLC 1.32% Reduce -0.8% 14,421 $1.1M
Mosaic Financial Group, LLC 0.73% No change 14,401 $1.1M
Mission Wealth Management, LP 0.01% Reduce -40.4% 14,316 $1.1M
Kelman-Lazarov, Inc. 0.15% Reduce -3.5% 14,306 $1.1M
Novak & Powell Financial Services, Inc. 0.53% Reduce -58.3% 14,278 $1.1M
Verus Capital Partners, LLC 0.06% Reduce -4.9% 14,155 $1.1M
Parkside Financial Bank & Trust 0.08% No change 14,150 $1.1M
Gilpin Wealth Management, LLC 0.77% Reduce -0.9% 14,097 $1.1M
Xcelsior Advisor Partners LLC 0.15% Add +29.9% 14,089 $1.1M
Geneos Wealth Management Inc. 0.02% Add +4.4% 13,867 $1.1M
Curi Capital, LLC 0.02% Add +5.5% 13,840 $1.1M
Octavia Wealth Advisors, LLC 0.09% Reduce -15.2% 13,796 $1.1M
TRUE Private Wealth Advisors 0.09% Add +3.8% 13,758 $1.1M
VERITY Wealth Advisors 0.65% Add +0.3% 13,676 $1.1M
Wharton Business Group, LLC 0.04% Add +4.9% 13,605 $1.1M
Talon Private Wealth, LLC 0.13% New 13,560 $1.1M
Garden State Investment Advisory Services LLC 0.21% Add +0.6% 13,540 $1.1M
Peregrine Asset Advisers, Inc. 0.23% Add +0.5% 13,502 $1.1M
Mezzasalma Advisors, LLC 0.21% Reduce -5.0% 13,487 $1.1M
Westmount Partners, LLC 0.23% Reduce -0.2% 13,485 $1.1M
Northern Trust Corp. 0.00% Reduce -19.1% 13,409 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +20.6% 13,291 $1.1M
Caliber Wealth Management, LLC / KS 0.10% Reduce -3.6% 13,284 $1.0M
AlTi Global, Inc. 0.02% No change 13,240 $1.0M
Quartz Partners, LLC 0.34% Add +4.0% 13,240 $1.0M
Aviance Capital Partners, LLC 0.11% New 13,213 $1.0M
Power Wealth Management LLC 0.36% Reduce -0.6% 13,212 $1.0M
First Trust Advisors LP 0.00% Add +7.9% 13,142 $1.0M
Ballast Financial Advisors LLC 0.94% Add +6.1% 13,077 $1.0M
Chapin Davis, Inc. 0.18% Add +6.3% 13,072 $1.0M
Grandview Asset Management LLC 0.26% Reduce -1.9% 13,018 $1.0M
Van Diest Capital, LLC 0.92% Add +29.3% 13,008 $1.0M
Summit Global Investments 0.06% Reduce -1.8% 13,010 $1.0M
Altus Wealth Group LLC 0.37% Reduce -2.1% 12,990 $1.0M
Sage Capital Advisors,llc 0.21% Add +0.0% 12,938 $1.0M
Pinnacle Associates Ltd. 0.01% Reduce -3.5% 12,904 $1.0M
HT Partners LLC 0.28% Add +5.8% 12,836 $1.0M
Banque Pictet & Cie SA 0.01% Add +129.1% 12,820 $1.0M
Grand Central Investment Group 0.85% Reduce -8.3% 12,794 $1.0M
Frank, Rimerman Advisors LLC 0.06% Reduce -3.8% 12,397 $980K
Independent Financial Group, LLC 0.02% Add +23.6% 12,367 $977K
BluePrint Investing LLC 0.82% Add +1.0% 12,341 $975K
Oakmont Advisory Group, LLC 0.82% Add +32.2% 12,328 $974K
LifePlan Financial, LLC 0.68% Add +1.2% 12,203 $964K
NorthCrest Asset Manangement, LLC 0.02% Add +8.5% 12,199 $960K
RCW Management, LLC 0.86% Reduce -1.2% 12,135 $959K
Essex Bank 0.21% Reduce -2.9% 12,072 $954K
Pines Wealth Management, LLC 0.27% Add +6.7% 12,066 $954K
Winch Advisory Services, LLC 0.20% Reduce -1.3% 12,017 $950K
Sax Wealth Advisors, LLC 0.04% Add +14.4% 11,953 $948K
Atlas Brown,Inc. 0.25% Reduce -1.4% 11,978 $947K
WJ Financial Advisors LLC 0.69% Add +27.8% 11,907 $941K
Capital Asset Advisory Services LLC 0.03% Add +0.2% 11,906 $941K
Obermeyer Wealth Partners 0.04% Add +0.7% 11,903 $941K
Compound Planning, Inc. 0.02% Add +9.9% 11,863 $937K
Clearwater Capital Advisors, LLC 0.07% Reduce -2.9% 11,808 $933K
Integrated Wealth Concepts LLC 0.01% Add +38.4% 11,805 $933K
Shelter Mutual Insurance Co 0.20% No change 11,762 $930K
Wulff, Hansen & Co. 0.71% Reduce -13.2% 11,742 $928K
Shayne & Jacobs, LLC 0.27% Reduce -2.2% 11,657 $921K
Novem Group 0.09% Reduce -0.8% 11,654 $921K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% No change 11,625 $919K
Advisory Alpha, LLC 0.02% Reduce -9.3% 11,533 $912K
TMB Capital Partners, LLC 0.28% Add +5.1% 11,466 $906K
Ariadne Wealth Management, LP 0.40% Add +3.6% 11,393 $900K
Barnes Pettey Financial Advisors, LLC 0.28% Add +96.6% 11,366 $898K
Diversify Advisory Services, LLC 0.02% New 11,440 $898K
Diversify Wealth Management, LLC 0.02% Reduce -0.9% 11,440 $898K
Anb Bank 0.33% Add +8.1% 11,305 $893K
Transcend Capital Advisors, LLC 0.06% Add +4.3% 11,291 $892K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +79.6% 11,287 $892K
Pictet North America Advisors SA 0.08% Reduce -4.4% 11,195 $885K
Pettyjohn, Wood & White, Inc. 0.13% Add +0.7% 11,148 $881K
Thrive Capital Management, LLC 0.17% Add +337.1% 11,133 $880K
Nations Financial Group Inc, /Ia/ 0.04% Add +5.3% 11,083 $876K
Whittier Trust Co. of Nevada Inc. 0.02% Add +21.1% 11,059 $870K
L. Roy Papp & Associates, LLP 0.09% No change 10,975 $867K
Sovereign Financial Group, Inc. 0.13% Reduce -0.3% 10,972 $867K
Keener Financial Planning LLC 0.31% Add +42.7% 10,975 $867K
FWG Holdings, LLC 0.30% Reduce -34.1% 11,011 $864K
Gridiron Partners, LLC 0.45% No change 10,961 $863K
Petra Financial Advisors Inc. 0.40% Add +7.2% 10,901 $861K
Summit Wealth Partners, LLC 0.12% Reduce -33.5% 10,897 $861K
Crabel Capital Management, LLC 0.62% New 10,827 $856K
ZWJ Investment Counsel Inc. 0.03% Reduce -0.7% 10,733 $848K
Pallas Capital Advisors LLC 0.03% No change 10,665 $843K
10Elms LLP 0.38% Add +539.6% 10,663 $843K
Prepared Retirement Institute LLC 0.36% Reduce -1.6% 10,578 $836K
Wealthcare Advisory Partners LLC 0.02% Reduce -42.1% 10,547 $834K
Eagle Bay Advisors LLC 0.62% Add +1.6% 10,536 $833K
Gleason Group, Inc. 0.07% New 10,487 $829K
Mitchell Sinkler & Starr 0.34% Add +5.8% 10,475 $828K
Midwest Trust Co 0.01% Reduce -0.2% 10,440 $825K
Strategic Investment Solutions, Inc. 0.19% Add +11.3% 10,407 $822K
IPG Investment Advisors LLC 0.12% No change 10,400 $822K
Meredith Wealth Planning 0.19% Reduce -1.6% 10,393 $821K
Guardian Wealth Advisors, LLC / NC 0.05% Add +11.1% 10,341 $817K
Orin Green Financial, LLC 0.30% Reduce -0.9% 10,311 $815K
Protective Life Corp. 5.80% Reduce -59.9% 10,281 $813K
Investment Management Trust, LLC 0.72% Reduce -20.9% 10,214 $807K
Liberty Square Wealth Partners LLC 0.19% Reduce -2.2% 10,208 $807K
UMB Bank, n.a. 0.01% Add +17.2% 10,184 $805K
Wealth Effects LLC 0.22% Add +0.0% 10,121 $800K
Coldstream Capital Management Inc. 0.01% Reduce -53.3% 10,066 $795K
Thrive Wealth Management, LLC 0.10% Add +269.3% 10,064 $795K
West Paces Advisors Inc. 0.13% No change 10,020 $792K
Sandy Cove Advisors, LLC 0.20% Reduce -10.6% 9,958 $787K
Arkadios Wealth Advisors 0.01% Reduce -14.4% 9,897 $782K
Heritage Trust Co 0.07% No change 9,893 $782K
SkyOak Wealth, LLC 0.13% Reduce -1.0% 9,889 $782K
CENTRAL TRUST Co 0.01% Reduce -0.1% 9,844 $778K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +67.4% 9,839 $778K
Orrstown Financial Services Inc. 0.12% Add +3.5% 9,827 $777K
Nomura Asset Management Co. Ltd. 0.00% Reduce -29.0% 9,800 $774K
Miller Capital Partners, Inc. 0.30% Add +7.3% 9,725 $769K
GFS Advisors, LLC 0.08% New 2,000 $767K
Phillip James Consulting Co. 0.51% New 9,683 $765K
Objectivity Squared, LLC 0.43% Add +33.1% 9,646 $762K
Cooper Financial Group 0.06% Add +2.5% 9,637 $762K
HHM Wealth Advisors, LLC 0.08% Reduce -10.7% 9,562 $756K
Summa Corp. 0.24% No change 9,500 $751K
Leuthold Group, LLC 0.07% No change 9,395 $742K
Winter & Associates, Inc. 0.55% Reduce -66.5% 9,209 $728K
Fiducient Advisors LLC 0.10% Reduce -17.2% 9,128 $721K
WFA of San Diego, LLC 0.58% Reduce -1.5% 9,047 $712K
Caitlin John, LLC 0.39% Reduce -0.7% 9,008 $712K
Caldwell Trust Co 0.06% Reduce -1.3% 8,994 $711K
SHP Wealth Management 0.05% Reduce -36.3% 8,944 $707K
GDS Wealth Management 0.03% Reduce -6.1% 8,915 $705K
Uncommon Cents Investing LLC 0.15% Add +17.1% 8,914 $704K
ProVise Management Group, LLC 0.05% No change 8,889 $703K
Dunhill Financial, LLC 0.14% Add +53.9% 8,763 $693K
Voisard Asset Management Group, Inc. 0.13% Reduce -27.3% 8,695 $687K
Money Concepts Capital Corp. 0.03% Add +8.7% 8,680 $686K
Wiser Wealth Management, Inc 0.13% Add +48.0% 8,678 $686K
F/m Investments LLC 0.03% No change 8,671 $685K
Bank of New Hampshire 0.14% Reduce -9.4% 8,652 $684K
CMH Wealth Management LLC 0.10% Reduce -44.4% 8,639 $683K
L.K. Benson & Company, P.C. 0.20% New 8,600 $680K
Baker Avenue Asset Management, LP 0.01% Add +0.1% 8,595 $679K
FC Advisory LLC 0.18% Add +0.7% 8,583 $678K
Barrett & Company, Inc. 0.19% Add +4.1% 8,576 $678K
Atwood & Palmer Inc. 0.04% No change 8,500 $672K
Empirical Asset Management, LLC 0.15% Add +0.8% 8,481 $670K
Wedbush Securities Inc. 0.02% Reduce -4.6% 8,455 $668K
REDW Wealth LLC 0.24% Add +0.1% 8,426 $666K
Iron Gate Global Advisors LLC 0.06% Add +0.1% 8,343 $659K
FDx Advisors, Inc. 0.20% Add +3.1% 8,344 $659K
William John Sempolinski 0.27% Add +38.1% 8,330 $658K
Princeton Capital Management LLC 0.15% Add +0.3% 8,222 $650K
Hyundai Investments Co., Ltd. 0.70% Add +89.0% 8,147 $645K
HUB Investment Partners, LLC 0.01% Add +61.0% 8,133 $643K
Balboa Wealth Partners 0.09% Reduce -6.7% 8,131 $643K
Advisor OS, LLC 0.04% Add +120.9% 8,101 $640K
Berger Financial Group, Inc 0.03% Reduce -0.1% 8,099 $640K
Monetary Solutions, Ltd 0.55% Add +0.2% 8,042 $636K
RMR Wealth Builders 0.04% Add +24.1% 8,031 $635K
Integrity Alliance, Llc. 0.02% Add +41.6% 8,020 $634K
Hudson Oak Wealth Advisory LLC 0.49% Reduce -0.1% 8,011 $633K
Sapient Capital LLC 0.01% New 7,919 $626K
IMA Advisory Services, Inc. 0.04% New 7,859 $621K
Financial Management Professionals, Inc. 0.06% Add +2500.0% 7,800 $616K
Nicholas Wealth, LLC. 0.34% Add +46.8% 7,779 $615K
Causey Wealth LLC 0.24% Add +3.2% 7,771 $614K
Foundations Investment Advisors, LLC 0.01% Add +32.5% 7,732 $611K
Cypress Wealth Services, LLC 0.07% Reduce -0.2% 7,705 $609K
ArchPoint Investors 0.13% No change 7,700 $609K
Composition Wealth, LLC 0.01% Reduce -70.8% 7,682 $607K
Wealthcare Capital Partners, LLC 0.25% Add +0.7% 7,623 $602K
APS Management Group, Inc. 0.46% Add +15.8% 7,615 $602K
First Interstate Bank 0.03% No change 7,602 $601K
Garner Asset Management Corp 0.19% Reduce -2.6% 7,600 $601K
Csenge Advisory Group 0.02% Reduce -3.1% 7,553 $597K
Woodward Diversified Capital, LLC 0.26% Reduce -47.1% 7,490 $592K
Wallington Asset Management, LLC 0.07% Add +3.1% 7,490 $592K
Seven Post Investment Office LP 0.17% Reduce -4.0% 7,461 $590K
Laurel Oak Wealth Management, LLC 0.09% Reduce -41.1% 7,441 $588K
Capital Investment Advisory Services, LLC 0.04% Add +38.7% 7,427 $587K
Weaver Consulting Group 0.12% Reduce -9.9% 7,400 $585K
Pillar Financial Advisors, LLC 0.30% Reduce -2.3% 7,378 $583K
JFS Wealth Advisors, LLC 0.03% No change 7,360 $582K
Duncker Streett & Co. Inc. 0.10% No change 7,346 $581K
Norris Financial Group, LLC 0.23% No change 7,325 $579K
Bessemer Group Inc. 0.00% Reduce -64.2% 7,316 $578K
Ritholtz Wealth Management 0.01% Reduce -36.7% 7,310 $578K
Nwam LLC 0.03% No change 7,308 $578K
ForthRight Wealth Management, LLC 0.15% Add +1.6% 7,280 $575K
Bragg Financial Advisors, Inc 0.02% Add +3.0% 7,253 $573K
RFG - Bristol Wealth Advisors, LLC 0.14% Add +0.8% 7,201 $569K
Y.D. More Investments Ltd 0.02% Add +0.0% 7,194 $569K
Banco Santander, S.A. 0.00% No change 7,139 $564K
Evolution Advisers, Inc. 0.21% Add +60.2% 7,134 $563K
AMG National Trust Bank 0.01% Reduce -7.0% 7,064 $558K
Red Cedar Investment Management, LLC 0.05% Reduce -47.3% 7,057 $558K
Relyea Zuckerberg Hanson LLC 0.05% New 7,024 $555K
WMS Group LLC 0.71% No change 7,000 $553K
Wiregrass Investment Management LLC 0.38% No change 7,000 $553K
Manchester Capital Management LLC 0.07% Add +2.6% 6,975 $551K
Allstreet Capital Advisors LLC 0.36% Reduce -2.1% 6,966 $551K
C M Bidwell & Associates Ltd. 0.22% Reduce -17.9% 6,962 $550K
Woodside Wealth Management LLC 0.38% No change 6,889 $544K
WealthCollab, LLC 0.20% Add +3.0% 6,834 $540K
Sidoxia Capital Management, LLC 0.40% Add +3.4% 6,832 $540K
Beacon Bridge Wealth Partners, LLC 0.15% Reduce -12.2% 6,827 $540K
Everstar Asset Management, LLC 0.26% Reduce -0.4% 6,763 $534K
Muirfield Wealth Advisors LLC 0.35% Reduce -9.3% 6,752 $534K
Resolute Wealth Advisor, Inc. 0.30% No change 6,708 $532K
Tilia Fiduciary Partners, Inc. 0.25% Reduce -0.5% 6,634 $524K
Wellington-Altus USA Inc. 0.37% Reduce -1.3% 6,611 $524K
Vista Cima Wealth Management LLC 0.39% Add +24.9% 6,604 $522K
Ignite Planners, LLC 0.07% Add +1.4% 6,588 $521K
Carroll Advisory Group, LLC 0.17% Add +1.4% 6,560 $518K
Vaughan Nelson Investment Management, L.P. 0.00% Add +15.1% 6,465 $511K
LexAurum Advisors, LLC 0.06% Add +130.3% 6,462 $511K
IHT Wealth Management, LLC 0.01% Reduce -3.8% 6,446 $509K
Mission Creek Capital Partners, Inc. 0.09% Reduce -6.5% 6,430 $508K
LaFleur & Godfrey LLC 0.06% Reduce -3.8% 6,420 $507K
Beaird Harris Wealth Management, LLC 0.03% Add +94.3% 6,411 $507K
Apollon Wealth Management, LLC 0.01% Reduce -22.1% 6,400 $506K
Ausdal Financial Partners, Inc. 0.02% Add +5.8% 6,383 $504K
Vanguard National Trust Co 0.03% New 6,363 $503K
Prospect Financial Services LLC 0.25% Add +12.4% 6,322 $500K
Fourth Dimension Wealth, LLC 0.16% No change 6,231 $492K
SteelPeak Wealth, LLC 0.01% Reduce -36.7% 6,197 $490K
Augustine Asset Management Inc. 0.10% Reduce -8.7% 6,191 $489K
Heartwood Wealth Advisors LLC 0.04% No change 6,184 $489K
Bulwark Capital Corp 0.27% Reduce -0.0% 6,132 $485K
Evolve Private Wealth, LLC 0.03% Reduce -6.9% 6,121 $484K
WoodTrust Financial Corp 0.06% Add +21.2% 6,115 $483K
LMG Wealth Partners, LLC 0.08% Add +10.0% 6,092 $481K
Smith, Moore & Co. 0.03% Add +31.0% 6,090 $481K
Boston Trust Walden Corp 0.00% Add +20.3% 6,087 $481K
Cornerstone Advisors Asset Management, LLC 0.06% Add +1.1% 6,023 $476K
Brighton Jones LLC 0.01% Add +0.2% 6,020 $476K
Orcam Financial Group 0.23% Reduce -1.2% 5,987 $473K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.8% 5,985 $473K
DLK Investment Management, LLC 0.20% New 6,120 $473K
Brown Brothers Harriman & Co. 0.00% Add +538.1% 5,979 $473K
TCFG Investment Advisors, LLC 0.16% No change 5,963 $471K
Seizert Capital Partners, LLC 0.02% Add +1.1% 5,913 $467K
LGL Partners, LLC 0.17% New 5,838 $461K
Vima LLC 0.46% — 5,837 $461K
Murphy & Mullick Capital Management Corp 0.28% Reduce -23.8% 5,801 $458K
Family Wealth Partners, LLC 0.14% Reduce -1.8% 5,779 $457K
Wealth Alliance, LLC 0.04% Reduce -6.3% 5,749 $454K
Cardinal Point Capital Management ULC 0.03% New 5,700 $450K
Plotkin Financial Advisors, LLC 0.19% Add +11.9% 5,659 $447K
Procyon Advisors, LLC 0.02% Reduce -1.0% 5,657 $447K
Hunter Associates Investment Management LLC 0.05% Reduce -1.8% 5,621 $444K
Carnegie Investment Counsel 0.01% No change 5,614 $444K
Security Financial Services, INC. 0.06% Reduce -0.5% 5,590 $442K
Arwa LLC 0.18% Reduce -38.4% 5,601 $441K
Atlas Capital Advisors Inc. 0.05% Add +32.3% 5,573 $440K
Keyvantage Wealth, LLC 0.17% Reduce -78.5% 5,550 $439K
Cornerstone Advisory, LLC 0.04% Add +7.5% 5,524 $437K
Pension & Wealth Management Advisors, Inc. 0.12% Add +125.9% 5,433 $429K
SOA Wealth Advisors, LLC. 0.07% Add +0.9% 5,422 $429K
TrustWell Financial Advisors, LLC 0.36% Add +1.0% 5,405 $427K
Seelaus Asset Management LLC 0.30% Add +4.4% 5,385 $426K
Hancock Whitney Corp. 0.01% No change 5,333 $421K
Darrow Company, Inc. 0.16% Reduce -16.6% 5,249 $415K
CV Advisors LLC 0.08% No change 5,267 $415K
Carter Financial Group, INC. 0.21% Add +11.3% 5,237 $414K
Barnes Wealth Management Group, Inc 0.19% Add +2.2% 5,197 $411K
Anson Capital, Inc. 0.27% Reduce -0.1% 5,167 $408K
Private Trust Co. NA 0.03% Reduce -16.0% 5,150 $407K
SC&H Financial Advisors, Inc. 0.05% No change 5,144 $407K
Ieq Capital, LLC 0.00% Reduce -42.1% 5,104 $403K
DMC Group, LLC 0.28% Reduce -0.2% 5,093 $403K
Hilltop Holdings Inc. 0.03% Reduce -23.5% 5,089 $402K
Hollencrest Capital Management 0.03% No change 5,071 $401K
Saxony Capital Management, LLC 0.18% Reduce -32.6% 5,067 $400K
Garde Capital, Inc. 0.02% New 5,041 $398K
SG Americas Securities, LLC 0.00% No change 5,041 $398K
Centurion Wealth Management LLC 0.09% Reduce -44.1% 5,003 $395K
Lanark Financial, Inc. 0.03% Add +1.3% 5,000 $395K
Crews Bank & Trust 0.05% Add +13.2% 4,976 $393K
GK Wealth Management LLC 0.24% New 4,962 $392K
Main Management LLC 0.03% No change 4,954 $392K
Index Fund Advisors, Inc. 0.02% Add +1.1% 4,939 $390K
Stonebridge Financial Group, LLC 0.03% Reduce -2.5% 4,936 $390K
1492 Capital Management LLC 0.12% Add +7.2% 4,932 $390K
Orser Capital Management, LLC 0.19% No change 4,930 $390K
Future Financial Wealth Managment LLC 0.24% Reduce -4.8% 4,950 $388K
Secure Asset Management, LLC 0.05% Add +6.0% 4,907 $388K
United Advisor Group, LLC 0.04% New 4,873 $385K
FLC Capital Advisors 0.06% No change 4,860 $384K
GenTrust, LLC 0.01% Reduce -19.0% 4,844 $383K
Churchill Financial Advisors, LLC 0.07% No change 4,833 $382K
Key Financial Inc 0.06% Reduce -0.3% 4,805 $380K
Midwest Financial Group LLC 0.13% Add +2.0% 4,778 $378K
Ridgewood Investments LLC 0.14% No change 4,775 $377K
Blake Schutter Theil Wealth Advisors, LLC 0.26% No change 4,774 $377K
Verum Partners LLC 0.06% Add +1.0% 4,771 $377K
Praetorian Wealth Management, Inc. 0.07% Add +5.1% 4,768 $377K
RAM Investment Partners, LLC 0.06% Add +0.4% 4,753 $376K
Eq Wealth Advisors, LLC 0.21% Add +0.1% 4,745 $375K
Chicago Capital, LLC 0.01% No change 4,739 $375K
Gilbert Capital Group, Inc. 0.26% No change 4,734 $374K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -1.2% 4,726 $373K
SBI Securities Co., Ltd. 0.01% Add +54.6% 4,710 $372K
Essential Planning, LLC. 0.10% Reduce -3.2% 4,693 $371K
Downshift Financial, LLC 0.17% No change 4,677 $370K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -23.2% 4,657 $368K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -3.3% 4,656 $368K
Weatherly Asset Management L. P. 0.03% Reduce -3.6% 4,650 $367K
Claris Advisors, LLC / Mo / 0.10% No change 4,631 $366K
Hoge Financial Services, LLC 0.18% Add +1.1% 4,630 $366K
Navigation Wealth Management, Inc. 0.50% Add +1.4% 4,624 $365K
Life Planning Partners, Inc 0.27% Add +0.3% 4,621 $365K
Altiora Financial Group, LLC 0.06% Reduce -1.4% 4,608 $364K
Centaurus Financial, Inc. 0.01% Reduce -11.7% 4,586 $362K
Invariant Investment Management 0.21% No change 4,555 $359K
KPP Advisory Services LLC 0.04% Reduce -6.4% 4,487 $355K
Facet Wealth, Inc. 0.01% New 4,480 $354K
Strive Financial Group ,LLC 0.15% Add +1597.7% 4,465 $353K
First Heartland Consultants, Inc. 0.02% Add +15.7% 4,464 $353K
Physician Wealth Advisors, Inc. 0.04% No change 4,452 $352K
Vanguard Advisers Inc. 0.00% Add +10.4% 4,447 $351K
Portfolio Resources Advisor Group, Inc. 0.30% Add +40.5% 4,434 $350K
Advisory Solutions Group, LLC 0.12% — 4,431 $350K
Aspetuck Financial Management LLC 0.20% No change 4,400 $348K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 4,393 $347K
Sweeney & Michel, LLC 0.09% Add +1.1% 4,356 $342K
Northwest Wealth Management, LLC 0.04% Reduce -0.3% 4,319 $341K
IVC Wealth Advisors LLC 0.13% Add +2.8% 4,285 $339K
Aspiriant, LLC 0.01% Add +8.0% 4,259 $337K
Pacific Point Advisors, LLC 0.15% No change 4,250 $336K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.1% 4,249 $336K
Quantinno Capital Management LP 0.00% Reduce -25.9% 4,242 $335K
Trilogy Capital Inc. 0.01% Reduce -10.5% 4,242 $335K
First Foundation Advisors 0.01% No change 4,215 $333K
Compass Financial Group, INC 0.04% Reduce -18.5% 4,198 $332K
Columbus Macro, LLC 0.03% Add +1.4% 4,198 $332K
Portland Financial Advisors Inc 0.60% Add +30.3% 4,195 $332K
Hershey Financial Advisers, LLC 0.24% Reduce -34.8% 4,188 $331K
CoreCap Advisors, LLC 0.01% Add +2.9% 4,175 $330K
SeaCrest Wealth Management, LLC 0.04% Add +10.3% 4,159 $329K
Meriwether Wealth & Planning, LLC 0.16% No change 4,131 $326K
Avaii Wealth Management, LLC 0.10% Add +0.0% 4,127 $326K
Synergy Investment Management, LLC 0.08% New 4,131 $325K
Garrison Point Advisors, LLC 0.13% Add +0.1% 4,075 $322K
Clear Creek Financial Management, LLC 0.02% Reduce -41.5% 4,032 $319K
Element Wealth, LLC 0.12% Reduce -1.8% 4,029 $318K
Regal Investment Advisors LLC 0.02% Reduce -7.0% 4,024 $318K
Pine Haven Investment Counsel, Inc 0.21% No change 4,014 $317K
BCS Private Wealth Management, Inc. 0.10% No change 4,008 $317K
AE Wealth Management LLC 0.00% Add +71.6% 4,002 $316K
Matisse Capital 0.13% No change 4,000 $316K
Faithward Advisors, LLC 0.04% Add +4.8% 3,979 $314K
OneAscent Family Office, LLC 0.16% No change 3,974 $314K
Beacon Bank & Trust 0.06% Reduce -9.7% 3,971 $314K
Maridea Wealth Management LLC 0.03% Add +1.9% 3,934 $311K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.1% 3,929 $310K
White Knight Strategic Wealth Advisors, LLC 0.22% Add +29.1% 3,925 $310K
Keebeck Wealth Management 0.03% No change 3,900 $308K
Fonville Wealth Management LLC 0.05% Add +3.0% 3,877 $306K
Founders Grove Wealth Partners, LLC 0.06% New 3,872 $306K
WealthShield Partners, LLC 0.05% Reduce -10.1% 3,868 $306K
Cunning Capital Partners, LP 0.12% No change 3,850 $304K
Forefront Wealth Partners, LLC 0.09% Add +5.0% 3,845 $304K
Williams Jones Wealth Management, LLC. 0.00% No change 3,798 $300K
Robinson Smith Wealth Advisors LLC 0.18% Reduce -0.4% 3,733 $295K
Community Bank, N.A. 0.03% Reduce -10.1% 3,732 $295K
Liberty Capital Management, Inc. 0.05% — 3,719 $294K
Brookwood Investment Group LLC 0.03% Add +14.3% 3,660 $289K
Hanover Advisors Inc. 0.10% No change 3,632 $287K
Wayfinding Financial, LLC 0.11% Add +18.0% 3,644 $287K
Mullaney, Keating & Wright, Inc. 0.14% Add +0.9% 3,631 $287K
Lake Street Private Wealth, LLC 0.03% Add +10.1% 3,629 $287K
Certuity, LLC 0.01% Add +1.1% 3,619 $286K
Winthrop Capital Management, LLC 0.07% Add +0.1% 3,614 $286K
Strategic Wealth Partners, Ltd. 0.02% Reduce -24.5% 3,592 $284K
Stephens Group Asset Management, LLC 0.02% Reduce -6.5% 3,577 $283K
Latko Wealth Management, Ltd. 0.12% Add +9.8% 3,575 $283K
Penobscot Investment Management Company, Inc. 0.02% Reduce -15.4% 3,565 $282K
Waterloo Capital, L.P. 0.02% New 3,542 $280K
Smartleaf Asset Management LLC 0.01% No change 3,526 $279K
Signal Advisors Wealth, LLC 0.01% New 3,519 $278K
Accel Wealth Management 0.06% Reduce -5.2% 3,519 $278K
Opus Financial Solutions LLC 0.22% No change 3,507 $277K
Commons Capital, LLC 0.19% New 3,506 $277K
Biltmore Family Office, LLC 0.04% Reduce -16.2% 3,465 $274K
Coastline Trust Co 0.02% Reduce -3.8% 3,454 $273K
Winthrop Advisory Group LLC 0.02% Reduce -47.7% 3,441 $272K
Great Waters Wealth Management 0.03% Add +2.2% 3,439 $272K
American Investment Services, Inc. 0.06% Add +31.9% 3,430 $271K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -7.1% 3,410 $269K
Institute for Wealth Management, LLC. 0.02% Reduce -2.4% 3,405 $269K
Orleans Capital Management Corp. 0.14% Reduce -44.9% 3,350 $265K
Fiduciary Alliance LLC 0.02% Reduce -9.1% 3,333 $263K
Townsquare Capital LLC 0.05% Reduce -1.1% 3,263 $258K
Strid Group, LLC 0.03% Reduce -5.5% 3,261 $258K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 3,258 $258K
Atlantic Family Wealth, LLC 0.16% Add +2.8% 3,258 $257K
Dakota Wealth Management 0.00% Add +0.1% 3,258 $257K
Elm Partners Management LLC 0.01% No change 3,255 $257K
Rossby Financial, LCC 0.05% Add +82.1% 3,252 $257K
Triton Financial Group Inc 0.15% New 3,236 $256K
Adventist Health System/ West 0.04% No change 3,232 $255K
Graney & King, LLC 0.09% Reduce -16.3% 3,188 $252K
Tyche Wealth Partners LLC 0.04% No change 3,180 $251K
Investors Research Corp 0.04% Add +3.5% 3,174 $251K
Kelsey Financial, LLC 0.19% Reduce -0.5% 3,169 $250K
McHugh Group, LLC 0.13% New 3,164 $250K
Bigelow Investment Advisors, LLC 0.09% No change 3,158 $250K
Harvest Investment Services, LLC 0.04% No change 3,155 $249K
St Germain D J Co. Inc. 0.01% Add +1.1% 3,153 $249K
SMART Wealth LLC 0.05% Add +1.1% 3,151 $249K
Forum Finance Group S.A. 0.09% No change 3,903 $249K
Cornerstone Wealth, LLC 0.13% No change 3,160 $249K
American Institute for Advanced Investment Management, LLP 0.14% New 3,147 $249K
Allie Family Office LLC 0.09% New 3,146 $249K
Affinity Capital Advisors, LLC 0.03% Reduce -0.2% 3,143 $248K
Moneta Group Investment Advisors LLC 0.00% Add +3.2% 3,135 $248K
Hazlett, Burt & Watson, Inc. 0.07% Add +217.0% 3,113 $247K
SageGuard Financial Group, LLC 0.03% Add +6.9% 3,119 $247K
PVG Asset Management Corp. 0.14% No change 3,118 $246K
Vaughan David Investments LLC 0.00% No change 3,107 $246K
First International Bank of Israel Ltd. 0.07% New 3,106 $245K
Beacon Financial Group 0.02% Reduce -0.4% 3,097 $245K
Covenant Asset Management, LLC 0.04% Reduce -0.1% 3,095 $245K
Glen Eagle Advisors, LLC 0.03% Reduce -2.0% 3,093 $244K
United Community Bank 0.08% Add +1.3% 3,084 $244K
Windsor Capital Management, LLC 0.06% Reduce -33.0% 3,083 $244K
CRA Financial Services, LLC 0.03% Add +5.1% 3,081 $243K
Kintra Wealth, LLC 0.01% Reduce -81.7% 3,087 $243K
Toth Financial Advisory Corp. 0.02% Reduce -9.5% 3,051 $241K
Shared Vision Wealth Group LLC 0.08% Add +8.8% 3,049 $241K
Bogart Wealth, LLC 0.01% Add +377.1% 3,044 $241K
M1 Capital Management LLC 0.09% Add +0.4% 3,006 $238K
Harrington Investments, INC 0.11% No change 3,000 $237K
Vantus Wealth LLC 0.13% — 2,995 $237K
Activest Wealth Management 0.05% Add +1.1% 2,994 $237K
SVB Wealth LLC 0.01% No change 2,994 $237K
Lodestar Private Asset Management LLC 0.02% Add +0.3% 2,993 $237K
Silver Oak Advisory Group, Inc. 0.09% Add +0.2% 2,988 $236K
Schaeffer Financial LLC 0.18% Add +2.5% 2,973 $235K
Financial Consulate, Inc. 0.03% Add +12.7% 2,955 $234K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -1.1% 2,938 $232K
WealthPLAN Partners, LLC 0.04% New 2,937 $232K
Prairie Advisory, LLC 0.06% — 2,901 $229K
Duncan Williams Asset Management, LLC 0.05% New 2,899 $229K
BLB&B Advisors, LLC 0.01% New 2,890 $228K
Investmark Advisory Group LLC 0.09% Add +1.9% 2,887 $228K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.2% 2,886 $228K
Excalibur Management Corp. 0.07% New 2,868 $227K
Cannon Financial Strategists, Inc. 0.03% Reduce -28.8% 2,811 $222K
Clark Asset Management, LLC 0.02% No change 2,798 $221K
Archford Capital Strategies, LLC 0.02% Add +4.7% 2,788 $220K
Opus Capital Group, LLC 0.02% Add +1.1% 2,787 $220K
Archer Investment Corp 0.04% Add +69.4% 2,773 $219K
AdvisorNet Financial, Inc 0.01% Add +15.1% 2,762 $218K
Genesis Wealth Advisors, LLC 0.13% No change 2,753 $218K
Walter & Keenan Wealth Management LLC /in/ 0.05% Add +2.5% 2,748 $217K
Three Bearings Fiduciary Advisors, Inc. 0.19% No change 2,740 $217K
KM Capital Management Ltd. 0.10% Add +0.4% 2,726 $216K
Navalign, LLC 0.05% Add +0.4% 2,716 $215K
Paladin Partners, LLC 0.14% No change 2,709 $214K
Bravias Capital Group, LLC 0.13% Add +0.2% 2,709 $214K
Clearstead Trust, LLC 0.03% Reduce -19.0% 2,698 $213K
World Equity Group, Inc. 0.05% No change 2,683 $212K
Madrid Wealth Management, LLC 0.14% No change 2,650 $209K
Precedent Wealth Partners, LLC 0.03% Add +0.0% 2,650 $209K
M3 Advisory Group, LLC 0.11% No change 2,648 $209K
FF Advisors,LLC 0.08% Reduce -37.5% 2,644 $209K
Ashton Thomas Securities, LLC 0.03% Add +23.7% 2,629 $208K
LVW Advisors, LLC 0.02% Reduce -26.9% 2,616 $207K
Capital Analysts, LLC 0.00% Add +31.7% 2,607 $206K
Wealth Enhancement Trust Services, Inc. 0.02% No change 2,600 $205K
Stratos Wealth Advisors, LLC 0.01% New 2,590 $205K
Strategy Asset Managers LLC 0.03% New 2,579 $204K
Fidelis Wealth Advisors LLC 0.30% New 2,576 $204K
Retirement Guys Formula LLC 0.08% No change 2,576 $204K
Truvestments Capital LLC 0.03% Add +7476.5% 2,576 $204K
JCIC Asset Management Inc. 0.06% No change 2,560 $203K
Matrix Private Capital Group LLC 0.09% Add +0.6% 2,566 $203K
Tranquility Partners, LLC 0.07% No change 2,559 $202K
Kingswood Wealth Advisors, LLC 0.01% New 2,556 $202K
Ycg, LLC 0.02% New 2,543 $201K
Mb, Levis & Associates, LLC 0.07% No change 2,503 $198K
Nalls Sherbakoff Group, LLC 0.14% New 2,490 $197K
NORTHSTAR ASSET MANAGEMENT Co 0.04% New 2,425 $190K
Cornerstone Planning Group LLC 0.02% Add +14.6% 2,344 $184K
Gold Investment Management Ltd. 0.05% Reduce -34.1% 2,288 $181K
United Financial Planning Group LLC 0.09% Add +1.1% 2,237 $177K
Kroeger Financial Partners 0.17% — 2,211 $175K
Godfrey Financial Associates, Inc. 0.13% Reduce -1.0% 2,112 $167K
Founders Financial Alliance, LLC 0.02% Add +96.2% 2,080 $164K
Wellington Shields & Co., LLC 0.04% No change 2,000 $158K
Contravisory Investment Management, Inc. 0.03% No change 1,987 $157K
Breakwater Investment Management 0.05% Reduce -9.7% 1,939 $153K
Nvwm, LLC 0.03% Reduce -0.1% 1,936 $153K
Palouse Capital Management, Inc. 0.10% Add +5.5% 1,912 $151K
Advisors Asset Management, Inc. 0.00% Reduce -51.7% 1,907 $151K
Entrust Financial LLC 0.10% Add +228.3% 1,891 $149K
Guardian Partners Inc. 0.01% New 1,808 $143K
Blue Trust, Inc. 0.00% Reduce -96.8% 1,795 $142K
Sfam, LLC 0.12% Add +24.1% 1,789 $141K
Pacifica Partners Inc. 0.04% No change 1,779 $140K
Westchester Capital Management, Inc. 0.02% No change 1,715 $136K
Tompkins Financial Corp. 0.01% Add +117.3% 1,660 $131K
Pinney & Scofield, Inc. 0.06% No change 1,652 $131K
Signaturefd, LLC 0.00% Reduce -5.0% 1,650 $130K
Chapman Financial Group, LLC 0.09% No change 1,622 $128K
Hickory Point Bank & Trust 0.07% Reduce -7.6% 1,526 $121K
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 0.05% No change 1,397 $110K
WPG Advisers, LLC 0.06% Reduce -13.3% 1,391 $110K
Cassaday & Co Wealth Management LLC 0.00% Add +1.1% 1,360 $107K
Palladiem, LLC 0.10% Reduce -94.9% 1,350 $107K
Bernard Wealth Management Corp. 0.04% Reduce -2.8% 1,349 $107K
Mascoma Wealth Management LLC 0.02% No change 1,325 $105K
Caldwell Sutter Capital, Inc. 0.04% Reduce -4.5% 1,240 $98K
Tower View Wealth Management LLC 0.04% Add +1.1% 1,226 $97K
Harbor Asset Planning, Inc. 0.07% Add +1.2% 1,222 $97K
Motco 0.01% No change 1,200 $95K
Consultiva Wealth Management, Corp. 0.20% No change 1,150 $91K
Ares Financial Consulting, LLC 0.06% Add +1.1% 1,079 $85K
Midway Capital Research & Management 0.06% No change 1,000 $79K
Evermay Wealth Management LLC 0.01% Add +316.1% 982 $78K
Dorato Capital Management 0.05% No change 969 $76K
Front Row Advisors LLC 0.02% No change 936 $73K
Vermillion Wealth Management, Inc. 0.02% Add +0.7% 916 $72K
Wellington Shields Capital Management, LLC 0.01% Reduce -14.2% 908 $72K
HighMark Wealth Management LLC 0.02% New 875 $69K
Hara Capital LLC 0.04% Reduce -6.6% 844 $67K
Lodestone Wealth Management LLC 0.02% Reduce -7.8% 840 $66K
1620 Investment Advisors, Inc. 0.04% Reduce -1.4% 814 $64K
MCF Advisors LLC 0.00% Reduce -18.9% 795 $63K
Kilter Group LLC 0.02% Add +20.0% 737 $58K
Bokf, NA 0.00% No change 735 $58K
Kingdom Financial Group LLC. 0.01% Reduce -34.5% 733 $58K
Asset Dedication, LLC 0.00% Reduce -49.4% 725 $57K
Medallion Wealth Advisors, LLC 0.02% Reduce -21.2% 712 $56K
Canton Hathaway, LLC 0.01% No change 700 $55K
Bangor Savings Bank 0.00% Reduce -21.3% 689 $54K
Trifecta Capital Advisors, LLC 0.01% No change 668 $53K
Pioneer Family Office, LLC 0.03% New 617 $49K
Blume Capital Management, Inc. 0.01% No change 610 $48K
Johnson Financial Group, Inc. 0.00% Reduce -4.1% 610 $48K
Ballast Advisors LLC 0.01% Add +20.6% 586 $46K
Cape Investment Advisory, Inc. 0.01% New 583 $46K
Maseco LLP 0.00% Add +36.5% 561 $44K
EPG Wealth Management LLC 0.01% Add +1.1% 557 $44K
Hurley Capital, LLC 0.02% No change 540 $43K
NBH Bank 0.02% — 520 $41K
Golden State Wealth Management, LLC 0.00% Add +29.8% 514 $41K
Avion Wealth 0.01% No change 500 $39K
Elevation Wealth Partners, LLC 0.01% Add +1.2% 417 $33K
Wolff Wiese Magana LLC 0.01% No change 414 $33K
Burk Holdings LLC 0.01% Add +154.7% 410 $32K
Rothschild Investment LLC 0.00% No change 400 $32K
Compass Financial Management LLC 0.00% — 393 $31K
First Community Trust NA 0.01% Reduce -46.2% 369 $29K
Trust Co 0.00% New 362 $29K
Costello Asset Management, INC 0.01% Add +0.3% 357 $28K
LGT Financial Advisors LLC 0.13% No change 311 $25K
TFC Financial Management, Inc. 0.00% No change 304 $24K
Hilton Head Capital Partners, LLC 0.01% No change 299 $24K
Crewe Advisors LLC 0.00% No change 291 $23K
First Bancorp, Inc 0.01% New 278 $22K
Trust Co. of Vermont 0.00% — 275 $22K
Orion Capital Management LLC 0.01% No change 273 $22K
LifeSteps Financial, Inc. 0.01% New 263 $21K
Capital Advisors, Ltd. LLC 0.00% Reduce -28.4% 252 $20K
HBW Advisory Services LLC 0.00% New 252 $20K
Center for Financial Planning, Inc. 0.00% No change 250 $20K
SIMA Wealth Partners, LLC 0.01% Reduce -1.6% 247 $20K
Federation des caisses Desjardins du Quebec 0.00% Reduce -67.2% 245 $19K
Gables Capital Management Inc. 0.01% New 233 $18K
Tidemark, LLC 0.00% No change 226 $18K
S&T Bank 0.01% No change 225 $18K
Nova Wealth Management, Inc. 0.01% No change 207 $16K
Roxbury Financial LLC 0.01% Reduce -13.0% 200 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
Southern Michigan Bank & Trust 0.01% No change 200 $16K
Measured Wealth Private Client Group, LLC 0.00% No change 197 $16K
MilWealth Group LLC 0.00% Add +1.0% 195 $15K
Hoese & Co LLP 0.01% New 194 $15K
Kings Path Partners LLC 0.00% New 193 $15K
Covestor Ltd 0.01% Add +7.7% 195 $15K
High Note Wealth, LLC 0.00% No change 184 $15K
Westfuller Advisors, LLC 0.01% Reduce -1.1% 180 $14K
Regatta Research & Money Management 0.01% — 178 $14K
Paladin Advisory Group, LLC 0.01% No change 175 $14K
Towne Trust Company, N.A 0.00% New 174 $14K
CBIZ Investment Advisory Services, LLC 0.00% No change 164 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 159 $13K
Plante Moran Financial Advisors, LLC 0.00% New 158 $12K
Timbuktu Capital Management, LLC 0.02% — 157 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Holos Integrated Wealth LLC 0.01% No change 137 $11K
Delos Wealth Advisors, LLC 0.01% New 126 $10K
Signature Equity Partners, LLC 0.00% No change 116 $9K
Indiana Trust & Investment Management Co 0.00% Reduce -4.4% 108 $9K
Millstone Evans Group, LLC 0.00% No change 96 $8K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 94 $7K
Horizon Investments, LLC 0.00% Reduce -87.1% 94 $7K
KERR FINANCIAL PLANNING Corp 0.01% No change 92 $7K
Bullseye Investment Management, LLC 0.00% Reduce -94.3% 92 $7K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -9.8% 92 $7K
Colonial Trust Advisors 0.00% Reduce -80.3% 90 $7K
Woodard & Co. Asset Management Group Inc. 0.00% No change 84 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.2% 82 $7K
New England Asset Management Inc. 0.00% New 75 $6K
Salomon & Ludwin, LLC 0.00% No change 73 $6K
Main Street Group, LTD 0.00% New 70 $6K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
Concord Wealth Partners 0.00% New 65 $5K
Hantz Financial Services, Inc. 0.00% Reduce -85.2% 59 $5K
Luminist Capital LLC 0.01% New 58 $5K
Aventus Investment Advisors, Inc. 0.00% No change 54 $4K
New Republic Capital, LLC 0.00% Add +2.3% 45 $4K
Ameriflex Group, Inc. 0.00% Reduce -53.5% 40 $3K
Tucker Asset Management LLC 0.00% No change 38 $3K
Hanson & Doremus Investment Management 0.00% No change 37 $3K
FAS Wealth Partners, Inc. 0.00% No change 36 $3K
Morling Financial Advisors, LLC 0.00% New 35 $3K
TIAA Wealth Investment Management LLC 0.00% No change 33 $3K
Davis Capital Management 0.00% No change 31 $2K
Colonial Trust Co / SC 0.00% Reduce -97.1% 30 $2K
Triumph Capital Management 0.00% Add +12.5% 27 $2K
LRI Investments, LLC 0.00% No change 20 $2K
Meramec Financial Planners, LLC 0.00% Add +300.0% 20 $2K
Evolution Wealth Management Inc. 0.00% New 19 $2K
NFSG Corp 0.00% New 19 $2K
Russell Investments Group, Ltd. 0.00% Add +1700.0% 18 $1K
SJS Investment Consulting Inc. 0.00% No change 11 $870
Quest 10 Wealth Builders, Inc. 0.00% Reduce -23.1% 10 $790
Premier Financial Group 0.00% New 9 $716
McGuire Capital Advisors Inc. 0.00% No change 9 $711
Valley National Advisers Inc. 0.00% New 7 $554
First Pacific Financial 0.00% No change 6 $483
Financial Gravity Companies, Inc. 0.00% — 5 $395
Values First Advisors, Inc. 0.00% No change 2 $166
Cheviot Value Management, LLC 0.00% No change 2 $158
Hoey Investments, Inc. 0.00% No change 1 $117
BNP Paribas 0.00% No change 1 $79
PlanVest Financial, Inc 0.00% Add +0.0% 1 $44

"% 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.