Vanguard Info Tech ETFVGTETF

13F holders, Q1 2024 (March 31)
1,458holders
3famous investors
$526.07avg. 13F price*

At the end of Q1 2024, 1,458 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings. The largest holders were Bank of America Corp. ($8.4B), JPMorgan Chase & Co. ($2.7B) and Morgan Stanley ($1.0B). 3 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Info Tech ETF
CUSIP
92204A702
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,458Q1 2024Q2 2024: 1,532Q2 2024Q3 2024: 1,575Q3 2024Q4 2024: 1,739Q4 2024Q1 2025: 1,671Q1 2025Q2 2025: 1,786Q2 2025Q3 2025: 1,859Q3 2025Q4 2025: 2,032Q4 2025Q1 2026: 1,989Q1 2026Q2 2026: 2,200Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions125$94.1M
Exits67$419.9M

Ownership 1,458 holders

Bank of America Corp. 0.83% Reduce -0.3% 15,985,409 $8.4B
JPMorgan Chase & Co. 0.24% Reduce -1.7% 5,061,463 $2.7B
Morgan Stanley 0.08% Reduce -0.1% 1,937,694 $1.0B
UBS Group AG 0.31% Add +1.3% 1,785,465 $936.2M
Wells Fargo & Company 0.19% Add +2.4% 1,379,650 $723.4M
LPL Financial LLC 0.31% Add +2.7% 1,097,225 $575.3M
Ameriprise Financial Inc. 0.11% Add +8.4% 750,686 $394.1M
Fisher Asset Management 0.17% Reduce -4.0% 696,407 $365.2M
Royal Bank of Canada 0.09% Add +1.9% 694,445 $364.1M
Envestnet Asset Management Inc. 0.10% Add +40.8% 496,932 $260.6M
Northwestern Mutual Wealth Management Co. 0.26% Add +3.9% 488,770 $256.3M
PGIM Custom Harvest LLC 5.41% Add +44.9% 417,029 $218.7M
Raymond James Financial Services Advisors, Inc. 0.30% Reduce -3.5% 387,815 $203.3M
Raymond James & Associates 0.13% Reduce -3.2% 378,298 $198.4M
Stifel Financial Corp. 0.22% Add +2.2% 370,860 $194.5M
Equitable Holdings, Inc. 2.15% Reduce -0.8% 363,518 $190.6M
Spire Wealth Management 3.35% Reduce -0.5% 142,828 $182.3M
HighTower Advisors, LLC 0.28% Reduce -6.5% 329,001 $172.5M
PNC Financial Services Group, Inc. 0.12% Reduce -0.6% 324,982 $170.4M
Beacon Capital Management, Inc. 6.98% Add +189.0% 317,241 $166.7M
Taiyo Life Insurance Co. 12.51% No change 296,500 $155.5M
Cerity Partners LLC 0.35% Reduce -0.1% 253,375 $132.8M
Janney Montgomery Scott LLC 0.38% Add +0.8% 244,049 $128.0M
Rockefeller Capital Management L.P. 0.36% Add +8.8% 237,924 $124.8M
Cetera Investment Advisers 0.29% Add +665.9% 236,855 $124.2M
Commonwealth Equity Services, LLC 0.19% Add +1.7% 223,520 $117.2M
Osaic Holdings, Inc. 0.25% Reduce -3.1% 212,214 $111.4M
Nissay Asset Management Corp. /Japan 0.74% No change 204,727 $107.3M
Armstrong Advisory Group, Inc. 9.58% No change 203,986 $98.7M
Annex Advisory Services, LLC 3.50% Reduce -0.3% 188,123 $98.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 9.97% Reduce -1.3% 186,385 $97.7M
M&T Bank Corp 0.33% Reduce -4.0% 182,294 $95.6M
Truist Financial Corp. 0.12% Add +0.1% 154,143 $80.8M
Agf Management Ltd. 0.37% Add +0.5% 127,555 $66.9M
Cambridge Investment Research Advisors, Inc. 0.26% Add +3.4% 126,720 $66.4M
Creative Planning 0.07% Reduce -4.3% 122,469 $64.2M
Northern Trust Corp. 0.01% Reduce -0.0% 122,462 $64.2M
Manufacturers Life Insurance Company, The 0.06% Reduce -5.2% 121,792 $63.8M
Goldman Sachs Group Inc. 0.01% Add +16.4% 118,545 $62.2M
Brown Advisory Inc. 0.08% Add +0.8% 115,492 $60.6M
Bailard, Inc. 1.66% Add +0.2% 114,571 $60.1M
Barclays PLC 0.03% Reduce -7.2% 112,032 $58.7M
NORTHSTAR ASSET MANAGEMENT Co 14.11% Add +1.3% 109,201 $57.3M
WBH Advisory Inc. 5.33% Reduce -2.2% 98,772 $51.8M
Madison Asset Management, LLC 0.63% Reduce -12.9% 97,237 $51.0M
Compass Financial Group, INC 11.44% Add +8.5% 94,020 $49.3M
Gratus Capital, LLC 2.22% Add +1.5% 91,731 $48.1M
Yarbrough Capital, LLC 2.07% No change 90,675 $47.5M
Mariner, LLC 0.09% Add +0.0% 85,704 $44.9M
Systematic Alpha Investments, LLC 1.73% No change 82,300 $43.2M
KCM Investment Advisors LLC 1.58% Add +0.5% 81,253 $42.6M
Peapack Gladstone Financial Corp. 0.65% Reduce -0.5% 78,972 $41.4M
Silicon Valley Capital Partners 5.54% Add +18.9% 70,835 $37.1M
Comerica Bank 0.15% Add +0.8% 66,579 $34.9M
Stuart Chaussee & Associates, Inc. 9.72% Reduce -0.1% 64,440 $33.8M
Pinnacle Associates Ltd. 0.52% Reduce -0.5% 63,274 $33.2M
Marotta Asset Management 6.83% Reduce -5.2% 62,953 $33.0M
GPS Wealth Strategies Group, LLC 5.33% Reduce -1.0% 62,790 $32.9M
Avantax Advisory Services, Inc. 0.29% Add +11.9% 62,566 $32.8M
Corient Private Wealth LP 0.06% Reduce -17.0% 62,270 $32.7M
Park National Corp. 1.25% Reduce -8.1% 61,648 $32.3M
MML Investors Services, LLC 0.13% Reduce -0.5% 60,141 $31.5M
Trust Co. of Oklahoma 11.14% Reduce -0.6% 59,877 $31.4M
Kestra Advisory Services, LLC 0.21% Add +3.6% 59,865 $31.4M
Hollencrest Capital Management 1.44% Add +953.0% 59,798 $31.4M
Private Advisor Group, LLC 0.22% Add +2.6% 57,782 $30.3M
FMR LLC 0.00% Add +8.5% 56,799 $29.8M
Lido Advisors, LLC 0.27% Add +3.0% 56,570 $29.7M
Full Sail Capital, LLC 2.05% Reduce -1.3% 56,202 $29.5M
MAI Capital Management 0.30% Add +13.7% 54,877 $28.8M
Portfolio Strategies, Inc. 1.93% Add +0.6% 54,064 $28.3M
Prudential Financial Inc. 0.04% Reduce -4.6% 53,539 $28.1M
Elwood & Goetz Wealth Advisory Group, LLC 6.80% Reduce -1.3% 53,415 $28.0M
Ami Investment Management Inc. 10.11% Add +5.0% 53,094 $27.8M
Executive Wealth Group LLC 5.79% Add +199.7% 54,351 $27.8M
Bank of Nova Scotia 0.06% New 52,060 $27.3M
Wealth Enhancement Advisory Services, LLC 0.07% Add +20.2% 51,900 $27.2M
First Merchants Corp. 1.98% Reduce -2.4% 50,325 $26.4M
Atria Wealth Solutions, Inc. 0.30% Add +23.3% 49,949 $26.2M
SteelPeak Wealth, LLC 1.34% Add +1093.8% 49,757 $26.1M
AE Wealth Management LLC 0.29% Reduce -59.4% 49,436 $25.9M
Mercer Global Advisors Inc. 0.07% Reduce -0.6% 47,091 $24.7M
Tiaa Trust, National Association 0.07% Reduce -1.3% 46,568 $24.4M
Capital Advisors Wealth Management, LLC 5.04% Reduce -29.5% 46,378 $24.3M
Keebeck Wealth Management 3.54% Reduce -0.8% 45,906 $24.1M
Mokosak Advisory Group, LLC 7.63% Reduce -9.3% 44,015 $23.1M
MassMutual Private Wealth & Trust, FSB 0.71% Add +1.3% 43,411 $22.8M
Steward Partners Investment Advisory, LLC 0.25% Reduce -1.2% 42,807 $22.4M
Cresset Asset Management, LLC 0.11% Add +9.5% 42,633 $22.4M
Winthrop Capital Management, LLC 9.87% Reduce -0.5% 40,861 $21.4M
Fifth Third Bancorp 0.08% Reduce -9.6% 40,393 $21.2M
White Lighthouse Investment Management Inc. 4.27% Reduce -0.7% 40,126 $21.0M
Baird Financial Group, Inc. 0.04% Reduce -0.5% 38,896 $20.4M
Monumental Financial Group Inc. 10.84% Add +8.6% 38,858 $20.4M
Pathstone Holdings, LLC 0.10% Add +0.1% 38,489 $20.2M
Stratos Wealth Partners, LTD. 0.34% Reduce -0.7% 38,273 $20.1M
SWAN Capital LLC 11.35% Reduce -1.7% 38,072 $20.0M
Gratus Wealth Advisors, LLC 3.60% Reduce -10.5% 39,797 $19.6M
Bank of Montreal 0.01% Reduce -19.1% 36,864 $19.4M
CVA Family Office, LLC 3.44% Add +3.4% 36,723 $19.3M
Wealth Group Ltd 5.82% Add +5.6% 36,610 $18.9M
Advisory Services Network, LLC 0.42% Reduce -4.8% 35,897 $18.8M
XML Financial, LLC 1.93% Add +2.2% 35,893 $18.8M
Callan Capital, LLC 1.63% Reduce -3.9% 35,416 $18.6M
Baker Ellis Asset Management LLC 2.76% Reduce -3.1% 35,347 $18.5M
Ieq Capital, LLC 0.27% Add +0.8% 35,320 $18.5M
Citigroup Inc. 0.02% Reduce -36.7% 34,263 $18.0M
Magnolia Wealth Management, LLC 7.32% Add +102.1% 34,082 $17.9M
Harel Insurance Investments & Financial Services Ltd. 0.34% No change 33,300 $17.5M
Exchange Capital Management, Inc. 2.84% Reduce -1.8% 33,245 $17.4M
Advisors Preferred, LLC 2.93% Add +9.4% 33,067 $17.4M
Blair William & Co. 0.05% Add +1.4% 32,312 $16.9M
BBR Partners, LLC 1.35% No change 32,042 $16.8M
Captrust Financial Advisors 0.06% Reduce -22.5% 31,059 $16.3M
Karpus Management, Inc. 0.46% Add +1.4% 30,330 $15.9M
Eudaimonia Partners, LLC 3.75% Add +2.4% 30,028 $15.7M
Wiser Wealth Management, Inc 5.11% Add +4.0% 29,676 $15.6M
Harbour Investments, Inc. 0.53% Add +0.7% 28,637 $15.0M
Mfa Wealth Advisors, LLC 3.89% Reduce -0.3% 28,248 $14.8M
Welch Capital Partners LLC 3.66% No change 28,062 $14.7M
Brandywine Oak Private Wealth LLC 1.50% Reduce -0.1% 27,456 $14.4M
Fiduciary Trust Co 0.21% Reduce -1.4% 26,664 $14.0M
Cornerstone Advisory, LLC 1.95% Reduce -4.5% 26,022 $13.6M
Relative Value Partners Group, LLC 0.86% Reduce -0.8% 27,617 $13.6M
Johnson Investment Counsel Inc. 0.15% Reduce -0.9% 25,920 $13.6M
Jmac Enterprises LLC 2.51% Add +12.6% 25,787 $13.5M
Curi Capital, LLC 0.31% Reduce -1.4% 25,648 $13.4M
Edge Capital Group, LLC 0.67% Reduce -15.3% 25,525 $13.4M
SCS Capital Management LLC 0.28% No change 25,417 $13.3M
Axiom Financial Strategies, LLC 8.32% Reduce -6.0% 24,910 $13.1M
Mgo One Seven LLC 0.67% Add +12.2% 24,612 $12.9M
Financial Perspectives, Inc 4.87% Reduce -3.5% 24,508 $12.9M
Proquility Private Wealth Partners, LLC 4.38% Reduce -2.6% 24,388 $12.8M
Kwmg, LLC 1.38% Reduce -1.7% 23,996 $12.6M
Madden Advisory Services, Inc. 6.58% Reduce -1.0% 23,816 $12.5M
Lowe Brockenbrough & Co. Inc. 0.84% Reduce -16.7% 23,812 $12.5M
Leeward Financial Partners, LLC 5.21% Add +5.4% 23,487 $12.3M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.05% Reduce -0.2% 23,340 $12.2M
Curtis Advisory Group, LLC 4.71% Add +0.8% 23,210 $12.2M
Sound View Wealth Advisors Group, LLC 1.28% Reduce -7.6% 22,924 $12.0M
Crewe Advisors LLC 1.38% No change 22,642 $11.9M
Fca Corp. 3.82% Add +1.8% 22,505 $11.8M
Curran Financial Partners, LLC 4.10% Reduce -0.1% 22,496 $11.8M
Dorsey & Whitney Trust CO LLC 0.80% Reduce -1.2% 22,303 $11.7M
Kinloch Capital, LLC 5.95% Add +33.3% 22,069 $11.6M
Triangle Securities Wealth Management 3.30% Reduce -2.9% 22,050 $11.6M
Anchor Investment Management, LLC 1.20% Add +0.4% 21,851 $11.5M
Aspiriant, LLC 0.47% Reduce -1.3% 21,553 $11.3M
IFS Advisors, LLC 9.84% Reduce -2.6% 21,493 $11.3M
Scotia Capital Inc. 0.07% Add +14.6% 21,394 $11.2M
Royal Fund Management, LLC 1.29% Reduce -1.1% 21,230 $11.2M
Integrated Wealth Concepts LLC 0.16% Add +15.8% 21,255 $11.1M
Capital Planning LLC 3.60% Reduce -1.4% 21,027 $11.0M
CoreCap Advisors, LLC 0.58% Add +3.1% 20,997 $11.0M
NRI Wealth Management LC 9.29% Add +3.8% 20,976 $11.0M
Chatham Capital Group, Inc. 2.02% Reduce -6.6% 20,963 $11.0M
Ratio Wealth Group 2.05% Add +3.5% 20,955 $11.0M
Certified Advisory Corp 1.51% Reduce -1.6% 20,657 $10.8M
Atlas Capital Advisors Inc. 1.69% Add +5.6% 20,635 $10.8M
TD Private Client Wealth LLC 0.35% Reduce -2.1% 20,569 $10.8M
Hobart Private Capital, LLC 3.28% Reduce -4.4% 20,532 $10.8M
Bokf, NA 0.19% Reduce -8.1% 19,774 $10.4M
Principle Wealth Partners LLC 0.81% Reduce -1.6% 19,689 $10.3M
Alexander Labrunerie & Co., Inc. 5.86% — 19,687 $10.3M
TRUE Private Wealth Advisors 1.18% Add +7.0% 19,581 $10.3M
Sage Mountain Advisors LLC 1.05% No change 19,227 $10.1M
Wheelhouse Advisory Group LLC 7.69% Add +7.8% 19,096 $10.0M
Praetorian Wealth Management, Inc. 2.63% Add +10.2% 18,740 $9.8M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -12.6% 23,614 $9.8M
First PREMIER Bank 2.54% Add +2.5% 18,355 $9.6M
First Financial Corp. 4.86% Reduce -1.0% 18,267 $9.6M
Wealthfront Advisers LLC 0.03% Add +25.6% 18,264 $9.6M
Bryn Mawr Trust Advisors, LLC 0.54% Reduce -8.6% 18,144 $9.5M
Beacon Capital Management, LLC 1.94% Add +42.8% 18,044 $9.5M
Advantage Trust Co 6.97% Add +1.1% 18,036 $9.5M
Bouchey Financial Group, Ltd. 0.92% Reduce -1.1% 17,850 $9.4M
Sumitomo Mitsui Financial Group, Inc. 0.29% Reduce -5.1% 17,704 $9.3M
Snowden Capital Advisors LLC 0.29% Reduce -5.3% 17,596 $9.2M
NewEdge Wealth, LLC 0.21% Add +5.8% 18,543 $9.2M
Grayhawk Investment Strategies Inc. 7.97% Reduce -15.4% 17,256 $9.1M
Kestra Private Wealth Services, LLC 0.20% Add +162.7% 17,063 $8.9M
Envestnet Portfolio Solutions, Inc. 0.03% Add +73.3% 16,876 $8.8M
Invst, LLC 1.04% Reduce -2.6% 16,699 $8.8M
Wedbush Securities Inc. 0.33% Reduce -12.8% 16,640 $8.7M
Beacon Pointe Advisors, LLC 0.10% Reduce -3.0% 16,579 $8.7M
Eagle Strategies LLC 1.92% Add +3576.8% 16,472 $8.6M
Leavell Investment Management, Inc. 0.50% Add +0.9% 16,392 $8.6M
Focused Wealth Management, Inc 1.34% Reduce -4.3% 16,359 $8.6M
Arkansas Financial Group, Inc. 1.51% Add +1.6% 16,318 $8.6M
Delta Financial Group, Inc. 2.50% Reduce -1.6% 16,212 $8.5M
JBR Co Financial Management Inc 6.75% Reduce -2.8% 16,133 $8.5M
Glenmede Trust Co. NA 0.04% Reduce -2.1% 15,914 $8.3M
Financial Freedom, LLC 4.91% Reduce -0.7% 15,804 $8.3M
Olistico Wealth, LLC 5.86% Add +5.9% 15,496 $8.1M
Evergreen Capital Management LLC 0.31% Reduce -9.2% 15,436 $8.1M
CIBC Private Wealth Group LLC 0.02% Add +1.1% 15,314 $8.0M
IFG Advisory, LLC 0.60% Add +2.1% 15,295 $8.0M
Strengthening Families & Communities, LLC 4.72% Add +7.9% 15,193 $8.0M
Aptus Capital Advisors, LLC 0.17% Add +24.3% 15,094 $7.9M
ICA Group Wealth Management, LLC 1.58% Reduce -5.9% 15,020 $7.9M
Allworth Financial LP 0.06% Reduce -2.0% 14,951 $7.8M
Culbertson A N & Co. Inc. 1.34% Reduce -0.5% 14,850 $7.8M
Quadrature Capital Ltd 0.13% New 14,854 $7.8M
Fifth Third Securities, Inc. 0.76% Add +3.1% 14,844 $7.8M
Oppenheimer & Co. Inc. 0.13% Reduce -4.2% 14,580 $7.6M
Synovus Financial Corp. 0.10% Reduce -0.6% 14,322 $7.5M
Patton Albertson Miller Group, LLC 1.11% Reduce -3.7% 14,187 $7.4M
US Bancorp \de 0.01% Reduce -4.2% 14,149 $7.4M
Bristlecone Advisors, LLC 0.65% Add +9.3% 14,007 $7.3M
Belpointe Asset Management LLC 0.55% Add +100.1% 13,995 $7.3M
Chevy Chase Trust Holdings, LLC 0.02% Add +2.9% 13,925 $7.3M
Perennial Investment Advisors, LLC 1.10% Add +2.8% 13,828 $7.3M
BNP Paribas Financial Markets 0.01% Add +51.3% 13,820 $7.2M
EP Wealth Advisors, LLC 0.08% Add +53.1% 13,570 $7.1M
Parallel Advisors, LLC 0.19% Reduce -5.4% 13,557 $7.1M
Quaker Wealth Management, LLC 2.88% Reduce -14.6% 13,516 $7.1M
Carmichael Hill & Associates, Inc. 2.90% Reduce -0.3% 13,424 $7.0M
Sabal Trust CO 0.41% Reduce -2.1% 13,404 $7.0M
NewEdge Advisors, LLC 0.06% Reduce -77.0% 13,276 $7.0M
HB Wealth Management, LLC 0.09% Reduce -2.3% 13,087 $6.9M
Haverford Trust Co 0.07% Reduce -8.5% 13,075 $6.9M
J.W. Cole Advisors, Inc. 0.34% Reduce -2.3% 12,787 $6.7M
Flow Traders U.S. LLC 0.36% Add +20.2% 12,784 $6.7M
Naples Global Advisors, LLC 0.68% Add +2.6% 12,699 $6.7M
NWF Advisory Services Inc. 1.11% Add +7.4% 12,656 $6.6M
Vista Investment Management 2.68% Reduce -1.1% 12,556 $6.6M
Prudential PLC 0.05% Reduce -25.3% 12,374 $6.5M
Caliber Wealth Management, LLC 3.41% Reduce -4.4% 12,227 $6.4M
Advisors Capital Management, LLC 0.12% Add +1.3% 12,130 $6.4M
Quintet Private Bank (Europe) S.A. 0.28% Reduce -21.4% 10,478 $6.4M
Concurrent Investment Advisors, LLC 0.26% Reduce -13.1% 12,107 $6.3M
Jane Street Group, LLC 0.01% Add +67.5% 12,101 $6.3M
Western Wealth Management, LLC 0.49% Reduce -8.1% 11,978 $6.3M
Tandem Wealth Advisors LLC 3.45% Reduce -16.1% 12,091 $6.3M
NorthCrest Asset Manangement, LLC 0.21% Add +0.6% 11,944 $6.3M
Penobscot Wealth Management 3.95% Add +164.1% 11,939 $6.3M
Oliver Luxxe Assets LLC 1.31% Reduce -2.9% 11,938 $6.3M
Atria Investments, Inc 0.09% Add +38.2% 11,809 $6.2M
D.A. Davidson & Co. 0.06% Add +0.1% 11,734 $6.2M
Sebold Capital Management, Inc. 4.12% Add +2.3% 11,635 $6.1M
Creative Financial Designs Inc. 0.57% Add +6.4% 11,592 $6.1M
Neville Rodie & Shaw Inc. 0.46% No change 11,584 $6.1M
Kesler, Norman & Wride, LLC 1.26% Reduce -0.9% 11,349 $6.0M
Hartford Financial Management Inc. 1.26% Reduce -3.0% 11,343 $5.9M
Cibc World Market Inc. 0.02% Reduce -4.0% 11,299 $5.9M
E&G Advisors, LLC 1.86% Add +2.3% 11,281 $5.9M
Joule Financial, LLC 2.38% Reduce -16.6% 11,013 $5.8M
Security Financial Services, INC. 1.30% No change 11,010 $5.8M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 10,998 $5.8M
Syon Capital LLC 0.54% Reduce -5.5% 10,940 $5.7M
Breed's Hill Capital LLC 5.28% Reduce -27.6% 10,929 $5.7M
CreativeOne Wealth, LLC 0.23% Add +64.9% 10,779 $5.7M
New Insight Wealth Advisors 3.51% Add +6.7% 10,734 $5.6M
Ascension Asset Management LLC 3.03% — 10,703 $5.6M
Mutual Advisors, LLC 0.18% Add +5.5% 10,659 $5.6M
Gladstone Institutional Advisory LLC 0.31% Reduce -8.0% 10,635 $5.6M
Ameritas Advisory Services, LLC 0.23% Reduce -68.2% 10,911 $5.6M
Sheridan Capital Management, LLC 4.18% Reduce -1.2% 10,582 $5.5M
Kingsview Wealth Management, LLC 0.14% Add +6.6% 10,515 $5.5M
Flagship Private Wealth, LLC 3.56% Add +1.9% 10,508 $5.5M
Proficio Capital Partners LLC 0.60% Reduce -11.2% 10,442 $5.5M
Raab & Moskowitz Asset Management LLC 1.53% Add +0.4% 10,434 $5.5M
Bank of New Hampshire 1.40% Reduce -1.7% 10,194 $5.3M
Ausdal Financial Partners, Inc. 0.61% Add +1.1% 10,071 $5.3M
Concourse Financial Group Securities, Inc. 0.34% Reduce -0.9% 10,068 $5.3M
Raymond James Trust N.A. 0.13% Add +8.0% 10,059 $5.3M
Steel Grove Capital Advisors, LLC 0.70% Reduce -5.6% 9,993 $5.2M
IHT Wealth Management, LLC 0.21% Add +8.1% 9,941 $5.2M
Exchange Traded Concepts, LLC 0.14% Add +79.4% 9,939 $5.2M
First Bancorp, Inc 3.94% Reduce -0.6% 9,917 $5.2M
Pallas Capital Advisors LLC 0.22% Reduce -0.3% 9,892 $5.2M
Eley Financial Management, Inc 2.22% Reduce -3.2% 9,813 $5.1M
MMBG Investment Advisors Co. 0.54% No change 9,760 $5.1M
Moneta Group Investment Advisors LLC 0.08% Add +17.6% 9,757 $5.1M
Tranquilli Financial Advisor LLC 3.38% Add +114.5% 9,653 $5.1M
Valley National Advisers Inc. 0.75% Add +10.3% 9,458 $5.0M
Wulff, Hansen & Co. 4.93% Add +0.4% 9,413 $4.9M
Prospera Financial Services Inc 0.15% Add +1.5% 9,405 $4.9M
Prime Capital Investment Advisors, LLC 0.07% Add +30.4% 9,366 $4.9M
Salomon & Ludwin, LLC 0.42% Reduce -6.0% 9,329 $4.9M
Parker Investment Management, LLC 0.84% Reduce -4.8% 9,309 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +39.0% 9,088 $4.8M
Independent Financial Group, LLC 0.22% Add +11.0% 9,048 $4.7M
Optimum Investment Advisors 2.18% Add +3.6% 9,047 $4.7M
Diversified, LLC 0.65% Reduce -0.0% 9,028 $4.7M
Williams Jones Wealth Management, LLC. 0.06% Add +0.2% 8,950 $4.7M
Bessemer Group Inc. 0.01% Reduce -0.7% 8,922 $4.7M
Financial Advisory Partners, LLC 1.81% Reduce -18.1% 8,916 $4.7M
Eudaimonia Advisors LLC 2.49% Add +38.8% 8,914 $4.7M
New Millennium Group LLC 3.51% Add +4.7% 8,855 $4.6M
Clal Insurance Enterprises Holdings Ltd 0.05% Add +203.3% 8,850 $4.6M
Sound Stewardship, LLC 2.80% Reduce -5.9% 8,799 $4.6M
Commerce Bank 0.03% Add +20.9% 8,780 $4.6M
Cornerstone Advisors Asset Management, LLC 1.62% Add +2.8% 8,769 $4.6M
MY Wealth Management Inc. 5.07% Reduce -68.2% 8,759 $4.6M
Robertson Stephens Wealth Management, LLC 0.25% Add +201.5% 8,674 $4.5M
Global Retirement Partners, LLC 0.17% Reduce -1.2% 8,641 $4.5M
Modera Wealth Management, LLC 0.07% Add +17.2% 8,604 $4.5M
Wealthspire Retirement, LLC 0.39% Reduce -3.1% 8,539 $4.5M
Transatlantique Private Wealth LLC 1.92% Add +21.1% 8,394 $4.4M
Macquarie Group Ltd. 0.01% Reduce -8.3% 8,355 $4.4M
Independent Order of Foresters 2.79% Reduce -8.3% 8,355 $4.4M
Hyperion Partners, LLC 3.20% Add +10.5% 8,341 $4.4M
Titleist Asset Management, LLC 0.76% Add +3.5% 8,301 $4.4M
Joel Isaacson & Co., LLC 0.24% Add +0.9% 8,277 $4.3M
IFP Advisors, Inc 0.19% Add +10.0% 8,186 $4.3M
FPC Investment Advisory, Inc. 4.16% — 8,513 $4.2M
Choreo, LLC 0.11% Reduce -2.0% 8,026 $4.2M
Long Island Wealth Management, Inc. 2.97% Reduce -3.0% 8,012 $4.2M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -0.8% 7,990 $4.2M
Empower Advisory Group, LLC 0.02% Add +9.6% 7,966 $4.2M
Marion Wealth Management 1.24% Reduce -1.3% 7,939 $4.2M
Focus Financial Network, Inc. 0.20% — 8,434 $4.2M
Farmers National Bank 1.24% Reduce -5.2% 7,907 $4.1M
Acorn Creek Capital LLC 2.61% Reduce -0.4% 7,898 $4.1M
N.E.W. Advisory Services LLC 0.46% Reduce -0.1% 7,888 $4.1M
Idaho Trust Co 3.98% Add +6.9% 7,871 $4.1M
Fingerlakes Wealth Management, Inc. 3.98% Reduce -0.3% 7,871 $4.1M
Clifford Group, LLC 3.40% Add +18.7% 7,864 $4.1M
Mather Group, Llc. 0.06% Reduce -0.1% 8,424 $4.1M
Theory Financial LLC 2.05% Reduce -10.8% 7,671 $4.0M
McNaughton Wealth Management, LLC 2.23% Reduce -0.4% 7,662 $4.0M
Brookstone Capital Management 0.07% Add +13.6% 7,548 $4.0M
Visionary Wealth Advisors 0.27% Reduce -13.1% 7,530 $3.9M
Stratos Wealth Advisors, LLC 0.23% Add +0.9% 7,421 $3.9M
Townsquare Capital LLC 0.06% Add +194.9% 7,421 $3.9M
Wedmont Private Capital 0.28% Add +24.8% 7,362 $3.8M
Sigma Planning Corp 0.12% Add +215.6% 7,277 $3.8M
Davis Investment Partners, LLC 1.66% No change 7,379 $3.8M
Old National Bancorp 0.09% Reduce -1.0% 7,226 $3.8M
CENTRAL TRUST Co 0.09% Reduce -0.4% 7,173 $3.8M
Summit Trail Advisors, LLC 0.10% Reduce -7.7% 7,163 $3.8M
Wealthcare Advisory Partners LLC 0.12% Reduce -3.8% 7,078 $3.7M
Certuity, LLC 0.33% Add +0.8% 7,075 $3.7M
Evolution Wealth Advisors, LLC 0.71% Reduce -2.1% 7,068 $3.7M
Smith Salley Wealth Management 0.29% Reduce -2.0% 7,066 $3.7M
Associated Banc-Corp 0.12% Reduce -0.7% 7,040 $3.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.3% 7,017 $3.7M
InterOcean Capital Group, LLC 0.09% Reduce -3.7% 7,016 $3.7M
Trinity Legacy Partners, LLC 1.07% Add +77.0% 6,974 $3.7M
PFG Advisors 0.27% Add +3.2% 6,969 $3.7M
DAVENPORT & Co LLC 0.02% Reduce -9.3% 6,955 $3.6M
Steward Partners Investment Solutions, LLC 0.61% New 6,929 $3.6M
Barings LLC 0.09% No change 6,917 $3.6M
Asset Management Group, Inc. 0.55% Reduce -0.9% 6,910 $3.6M
Sanctuary Wealth Management, L.L.C. 2.94% Reduce -11.8% 6,899 $3.6M
Main Street Financial Solutions, LLC 0.38% Add +5.9% 6,823 $3.6M
Chicago Partners Investment Group LLC 0.15% Reduce -0.0% 7,183 $3.6M
Strategic Blueprint, LLC 0.25% Add +1.8% 6,759 $3.5M
Patriot Investment Management Group, Inc. 0.28% No change 6,713 $3.5M
Manchester Capital Management LLC 0.43% Reduce -7.8% 6,707 $3.5M
Dagco, Inc. 1.58% New 6,603 $3.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.6% 6,602 $3.5M
Transcend Capital Advisors, LLC 0.28% Reduce -0.8% 6,593 $3.5M
Cwm, LLC 0.02% Add +16.2% 6,535 $3.4M
Avidian Wealth Enterprises, LLC 0.18% Reduce -1.1% 6,535 $3.4M
Quantinno Capital Management LP 0.07% Add +22.3% 6,507 $3.4M
Caprock Group, LLC 0.19% Add +47.7% 6,415 $3.4M
Meitav Investment House Ltd. 0.07% Add +1.2% 6,414 $3.4M
Highline Wealth Partners LLC 1.37% Add +4.4% 6,414 $3.4M
Sierra Capital LLC 0.44% New 6,410 $3.4M
Simplicity Wealth,LLC 0.08% New 6,395 $3.4M
McAdam, LLC 0.21% Add +7.6% 6,348 $3.3M
SageView Advisory Group, LLC 0.17% Add +492.8% 27,410 $3.3M
Simmons Bank 0.25% Reduce -5.0% 6,322 $3.3M
Avantax Planning Partners, Inc. 0.11% Add +0.1% 6,288 $3.3M
Merit Financial Group, LLC 0.08% Add +25.4% 6,469 $3.3M
Bellevue Asset Management, LLC 1.87% Add +2.6% 6,283 $3.3M
NorthRock Partners, LLC 0.13% Add +82.8% 6,260 $3.3M
Greytown Advisors Inc. 1.81% Reduce -14.2% 6,140 $3.2M
Absolute Capital Management, LLC 2.03% Add +1.4% 6,077 $3.2M
TD Waterhouse Canada Inc. 0.02% Add +36.9% 5,327 $3.2M
Jones Financial Companies LLLP 0.00% Add +24.3% 6,058 $3.2M
Buckingham Strategic Wealth, LLC 0.03% Add +6.7% 6,054 $3.2M
Belvedere Trading LLC 0.23% Add +245.2% 6,034 $3.2M
Capital Advisors Inc. 0.07% Add +6.2% 5,923 $3.1M
O'shaughnessy Asset Management, LLC 0.03% Reduce -2.7% 5,864 $3.1M
Shira Ridge Wealth Management 1.75% Reduce -8.9% 5,844 $3.1M
Summit Global Investments 0.23% Reduce -47.1% 5,819 $3.1M
Etfidea, LLC 1.04% Add +18.8% 5,808 $3.0M
Apexium Financial, LP 0.23% Add +36.7% 5,773 $3.0M
SeaCrest Wealth Management, LLC 0.37% Add +8.0% 5,758 $3.0M
Cedar Brook Financial Partners, LLC 0.59% Add +9.9% 5,735 $3.0M
Mainsail Asset Management, LLC 2.43% Reduce -3.8% 5,696 $3.0M
Blackston Financial Advisory Group, LLC 1.98% Add +0.2% 5,684 $3.0M
Mittelman Wealth Management 2.02% — 5,673 $3.0M
Vanguard Group Inc. 0.00% Add +3.3% 5,637 $3.0M
Private Portfolio Partners LLC 0.62% Add +28.3% 5,631 $3.0M
Keybank National Association 0.01% Reduce -14.1% 5,564 $2.9M
FRG Family Wealth Advisors LLC 0.57% Add +3.1% 5,897 $2.9M
Birchcreek Wealth Management, LLC 1.52% Reduce -3.3% 5,529 $2.9M
MontVue Capital Management, Inc. 2.54% Add +39.8% 5,480 $2.9M
Freestone Capital Holdings, LLC 0.11% Add +129.1% 5,414 $2.8M
Archford Capital Strategies, LLC 0.47% Reduce -0.9% 5,378 $2.8M
Ascent Group, LLC 0.25% Add +0.8% 5,355 $2.8M
New England Private Wealth Advisors LLC 0.49% Reduce -7.0% 5,307 $2.8M
Lam Group, Inc. 2.27% Add +9.9% 5,311 $2.8M
Sandy Spring Bank 0.13% Add +3.8% 5,308 $2.8M
Checchi Capital Advisers, LLC 0.22% Reduce -30.5% 5,266 $2.8M
Cozad Asset Management Inc. 0.29% Add +0.0% 5,264 $2.8M
Rathbones Group PLC 0.02% Add +54.1% 5,258 $2.8M
Mission Wealth Management, LP 0.07% Add +12.9% 5,248 $2.8M
Trilogy Capital Inc. 0.16% Add +2.1% 5,248 $2.8M
Stonebridge Financial Planning Group, LLC 1.45% Reduce -4.8% 5,235 $2.7M
Thomasville National Bank 0.23% Add +0.5% 5,234 $2.7M
Nomura Asset Management Co. Ltd. 0.01% Add +44.4% 5,200 $2.7M
CW Advisors, LLC 0.05% Reduce -0.6% 5,154 $2.7M
Wolff Financial Management LLC 0.78% Reduce -0.1% 5,130 $2.7M
Foundations Investment Advisors, LLC 0.07% Add +17.5% 5,081 $2.7M
Houlihan Financial Resource Group, Ltd. 1.19% No change 5,067 $2.7M
Lincoln National Corp. 0.04% Reduce -2.1% 5,066 $2.7M
Apollon Financial, LLC 0.91% Reduce -0.2% 5,040 $2.6M
CM Wealth Advisors LLC 0.76% New 5,135 $2.6M
Peachtree Investment Partners, LLC 1.06% Add +10.9% 5,011 $2.6M
First Horizon Advisors, Inc. 0.08% Reduce -1.7% 5,000 $2.6M
Rwa Wealth Partners, LLC 0.04% Add +42.8% 4,991 $2.6M
Zhang Financial LLC 0.19% Add +29.2% 4,978 $2.6M
Bray Capital Advisors 0.66% Add +0.0% 4,970 $2.6M
Jacobi Capital Management LLC 0.24% Add +0.7% 4,918 $2.6M
NBT Bank, N.A. 0.19% Reduce -2.0% 4,911 $2.6M
Cora Capital Advisors LLC 1.37% No change 4,890 $2.6M
Aveo Capital Partners, LLC 0.28% Add +8.9% 5,029 $2.6M
Retirement Planning Group, LLC 0.20% Reduce -0.7% 4,874 $2.6M
Insigneo Advisory Services, LLC 0.30% Add +0.8% 4,874 $2.6M
Bleakley Financial Group, LLC 0.07% Add +41.4% 4,767 $2.5M
Assetmark, Inc. 0.01% Add +27847.1% 4,751 $2.5M
Ballast, Inc. 0.78% Reduce -1.1% 4,688 $2.5M
Tsfg, LLC 0.62% Reduce -30.3% 4,688 $2.5M
Ciovacco Capital Management LLC 1.65% Reduce -10.4% 4,682 $2.5M
Waldron Private Wealth LLC 0.11% Add +172.1% 4,680 $2.5M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.9% 4,624 $2.4M
Lodestar Private Asset Management LLC 0.35% Reduce -1.8% 4,619 $2.4M
JNBA Financial Advisors 0.25% No change 4,619 $2.4M
Dakota Wealth Management 0.06% Add +131.0% 4,581 $2.4M
Centaurus Financial, Inc. 0.17% Reduce -2.4% 4,579 $2.4M
CWA Asset Management Group, LLC 0.15% Add +6.5% 4,576 $2.4M
Cutter & CO Brokerage, Inc. 0.59% Add +1.8% 4,569 $2.4M
RBA Wealth Management, LLC 0.96% Reduce -2.0% 4,496 $2.4M
Stephens Inc. 0.04% Reduce -1.9% 4,489 $2.4M
Liberty Wealth Management LLC 0.46% Add +7891.1% 4,475 $2.3M
Retirement Guys Formula LLC 1.13% Reduce -12.3% 4,422 $2.3M
Resolute Advisors LLC 0.43% Add +0.3% 4,394 $2.3M
Whittier Trust Co. 0.03% No change 4,378 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +21.2% 4,356 $2.3M
Orion Portfolio Solutions, LLC 0.02% Add +21.2% 4,356 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -14.6% 4,346 $2.3M
Ayalon Insurance Comp Ltd. 0.74% No change 4,246 $2.2M
Venture Visionary Partners LLC 0.11% Add +0.1% 4,242 $2.2M
Round Rock Advisors LLC 0.53% Add +2.2% 4,234 $2.2M
BOS Asset Management, LLC 1.16% New 4,205 $2.2M
Peregrine Asset Advisers, Inc. 0.86% Reduce -1.0% 4,120 $2.2M
PFG Investments, LLC 0.13% Add +79.9% 4,108 $2.2M
Rehmann Capital Advisory Group 0.16% Add +50.2% 4,106 $2.2M
Compass Ion Advisors, LLC 0.31% Add +11.0% 4,105 $2.2M
Lazard Asset Management LLC 0.00% Add +13.9% 4,100 $2.1M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -11.6% 4,095 $2.1M
Laidlaw Wealth Management LLC 1.20% Reduce -15.7% 4,084 $2.1M
Flagship Harbor Advisors, LLC 0.14% Add +5.5% 4,082 $2.1M
National Wealth Management Group, LLC 1.66% Add +1.0% 4,068 $2.1M
SOA Wealth Advisors, LLC. 0.44% Add +4.0% 4,059 $2.1M
Main Management LLC 0.18% Add +13.5% 4,046 $2.1M
Christensen, King & Associates Investment Services, Inc. 1.06% Add +2.7% 4,032 $2.1M
Thrivent Financial for Lutherans 0.00% Add +5.2% 4,026 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -5.3% 4,025 $2.1M
Gryphon Financial Partners LLC 0.36% No change 4,000 $2.1M
Hazlett, Burt & Watson, Inc. 1.25% Add +0.1% 3,984 $2.1M
Altura Wealth Advisors Inc. 2.45% Add +204.7% 3,979 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -13.6% 3,975 $2.1M
Premier Path Wealth Partners, LLC 0.39% Reduce -27.9% 3,953 $2.1M
Gray Wealth Management Inc. 0.92% Reduce -9.2% 3,950 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -87.0% 3,930 $2.1M
Focus Partners Advisor Solutions, LLC 0.06% Add +68.8% 3,928 $2.1M
Insight Advisors, LLC/ PA 0.40% Add +1.2% 3,904 $2.0M
Bright Financial Advisors, Inc. 1.52% — 5,741 $2.0M
Moseley Investment Management Inc. 1.01% Reduce -5.0% 3,875 $2.0M
Smith, Moore & Co. 0.22% Add +12.6% 3,870 $2.0M
Evoke Wealth, LLC 0.06% New 3,865 $2.0M
BlackRock Inc. 0.00% No change 3,853 $2.0M
Wealthspire Advisors, LLC 0.03% Reduce -7.2% 3,844 $2.0M
Center for Financial Planning, Inc. 0.30% Reduce -1.9% 3,840 $2.0M
L. Roy Papp & Associates, LLP 0.24% No change 3,835 $2.0M
OneDigital Investment Advisors LLC 0.03% Reduce -5.8% 3,800 $2.0M
RFG Advisory, LLC 0.07% Add +1.5% 3,779 $2.0M
Atticus Wealth Management, LLC 0.65% Reduce -6.3% 3,763 $2.0M
Wealth Management Associates, Inc. 0.91% Add +1.7% 3,374 $1.9M
Apollon Wealth Management, LLC 0.06% Add +5.6% 3,709 $1.9M
Sharper & Granite LLC 0.94% Reduce -6.5% 3,737 $1.9M
Valmark Advisers, Inc. 0.03% Add +0.7% 3,694 $1.9M
Magnus Financial Group LLC 0.23% Add +41.5% 3,671 $1.9M
Leelyn Smith, LLC 0.38% No change 3,655 $1.9M
Oak Harvest Investment Services 0.32% Add +12.8% 3,652 $1.9M
TruWealth Advisors, LLC 0.13% Add +0.0% 3,650 $1.9M
Cornerstone Wealth Management, LLC 0.15% Add +6.7% 3,641 $1.9M
Focus Partners Wealth 0.02% Add +246.8% 3,641 $1.9M
Bragg Financial Advisors, Inc 0.09% Reduce -6.1% 3,625 $1.9M
Garde Capital, Inc. 0.13% Add +604.3% 3,620 $1.9M
Financial Advocates Investment Management 0.11% Add +6.0% 3,879 $1.9M
Crestone Asset Management LLC 0.38% Reduce -1.1% 3,589 $1.9M
One Charles Private Wealth Services, LLC 0.82% Add +19.1% 3,578 $1.9M
Crestwood Advisors Group, LLC 0.04% Add +8.7% 3,568 $1.9M
International Assets Investment Management, LLC 0.20% Add +20.4% 3,561 $1.9M
Financial Counselors Inc. 0.03% Reduce -13.1% 3,542 $1.9M
Signature Estate & Investment Advisors LLC 0.05% Reduce -10.2% 3,531 $1.9M
tru Independence LLC 0.54% Reduce -2.1% 3,526 $1.8M
Mill Creek Capital Advisors, LLC 0.05% Reduce -11.3% 3,514 $1.8M
Dynamic Advisor Solutions LLC 0.06% Add +14.1% 3,498 $1.8M
Good Life Advisors, LLC 0.16% Reduce -1.3% 3,496 $1.8M
Busey Bank 0.06% No change 3,491 $1.8M
Tower View Wealth Management LLC 1.05% Reduce -0.9% 3,428 $1.8M
Schrum Private Wealth Management LLC 1.62% Add +40.0% 3,407 $1.8M
Kellett Wealth Advisors, LLC 1.24% Add +3.6% 3,402 $1.8M
Sequoia Financial Advisors, LLC 0.02% Add +10.6% 3,367 $1.8M
Darrow Company, Inc. 1.15% New 3,363 $1.8M
Heritage Investment Group, Inc. 0.24% Reduce -8.2% 3,360 $1.8M
Clifford Swan Investment Counsel LLC 0.07% No change 3,358 $1.8M
FourThought Financial Partners, LLC 0.20% No change 3,347 $1.8M
Axxcess Wealth Management, LLC 0.05% Add +35.6% 3,344 $1.8M
Sunbelt Securities, Inc. 0.20% Reduce -4.4% 3,334 $1.7M
BLB&B Advisors, LLC 0.10% Add +11.1% 3,318 $1.7M
Simplex Trading, LLC 0.05% Reduce -52.8% 3,303 $1.7M
Redwood Financial Network Corp 1.50% Add +11.3% 3,282 $1.7M
Deutsche Bank AG 0.00% No change 3,275 $1.7M
Nwam LLC 0.14% Add +3.1% 3,326 $1.7M
Evercore Wealth Management, LLC 0.03% No change 3,253 $1.7M
Physician Wealth Advisors, Inc. 0.36% Add +4.3% 3,373 $1.7M
LPWM LLC 0.62% No change 3,281 $1.7M
Northeast Financial Consultants Inc 0.08% No change 3,156 $1.7M
SVB Wealth LLC 0.04% Reduce -12.8% 3,110 $1.6M
Regions Financial Corp. 0.01% Reduce -4.5% 3,098 $1.6M
MBL Wealth, LLC 0.18% Reduce -0.6% 3,086 $1.6M
Compound Planning, Inc. 0.15% Reduce -10.1% 3,031 $1.6M
Citizens National Bank Trust Department 0.37% Add +13.5% 3,013 $1.6M
Neuberger Berman Group LLC 0.00% Add +5.5% 2,987 $1.6M
NorthCoast Asset Management LLC 0.02% Add +2.7% 2,975 $1.6M
Kovack Advisors, Inc. 0.19% Add +3.7% 2,975 $1.6M
Realta Investment Advisors 0.32% Reduce -6.1% 2,943 $1.5M
Indiana Trust & Investment Management Co 0.62% No change 2,928 $1.5M
Composition Wealth, LLC 0.04% Reduce -5.0% 2,928 $1.5M
Woodward Diversified Capital, LLC 0.95% Reduce -17.6% 2,919 $1.5M
Charter Oak Capital Management, LLC 0.16% Reduce -3.0% 2,918 $1.5M
Hyman Charles D 0.08% No change 2,892 $1.5M
Panoramic Investment Advisors, LLC 1.11% Add +6.5% 2,883 $1.5M
Lanark Financial, Inc. 0.14% Add +15.1% 2,860 $1.5M
AlTi Global, Inc. 0.04% Reduce -3.7% 2,855 $1.5M
Pathway Financial Advisors LLC 0.40% No change 2,852 $1.5M
City State Bank 0.66% Add +12.3% 2,845 $1.5M
Franklin Resources Inc. 0.00% No change 2,831 $1.5M
Hanover Advisors Inc. 0.62% Add +30.5% 2,814 $1.5M
Institute for Wealth Management, LLC. 0.19% Add +2.0% 2,799 $1.5M
Strategic Financial Concepts, LLC 0.35% New 2,752 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.28% No change 2,750 $1.4M
Pacific Sun Financial Corp 0.84% Reduce -0.4% 2,740 $1.4M
Mitchell Sinkler & Starr 0.36% Reduce -64.9% 2,731 $1.4M
HF Advisory Group, LLC 0.80% Add +8.0% 2,715 $1.4M
Union Savings Bank 0.74% Reduce -1.3% 2,690 $1.4M
Community Bank, N.A. 0.18% Reduce -25.6% 2,667 $1.4M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -1.0% 2,660 $1.4M
Avestar Capital, LLC 0.16% Add +114.8% 2,650 $1.4M
High Net Worth Advisory Group LLC 0.43% Add +8.6% 2,627 $1.4M
Citizens Financial Group Inc. 0.05% Reduce -6.5% 2,621 $1.4M
Valley Wealth Managers, Inc. 0.10% Add +1.8% 2,616 $1.4M
First National Trust Co 0.06% Add +24.2% 2,605 $1.4M
WMS Partners, LLC 0.09% Reduce -3.2% 2,602 $1.4M
Orleans Capital Management Corp. 0.89% Add +7.2% 2,595 $1.4M
Essex Financial Services, Inc. 0.12% Reduce -14.1% 2,580 $1.4M
Autumn Glory Partners, LLC 0.65% No change 2,553 $1.3M
Affiance Financial, LLC 0.36% No change 2,534 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.52% Reduce -2.2% 2,531 $1.3M
National Philanthropic Trust 0.03% Reduce -6.4% 2,530 $1.3M
CRA Financial Services, LLC 0.29% No change 2,527 $1.3M
Waverly Advisors, LLC 0.03% Add +72.6% 2,524 $1.3M
Regent Peak Wealth Advisors LLC 0.34% Reduce -12.7% 2,520 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -12.8% 2,520 $1.3M
WMG Financial Advisors, LLC 0.75% Add +18.6% 2,513 $1.3M
Bay Harbor Wealth Management, LLC 0.47% No change 2,495 $1.3M
Clearstead Advisors, LLC 0.06% Reduce -7.3% 2,518 $1.3M
W Advisors, LLC 0.90% Add +2.9% 2,490 $1.3M
LM Advisors LLC 0.23% No change 2,485 $1.3M
Squarepoint Ops LLC 0.01% Reduce -55.0% 2,485 $1.3M
Zullo Investment Group, Inc. 0.61% No change 2,477 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -25.0% 2,462 $1.3M
Cary Street Partners Investment Advisory LLC 0.05% Add +14.0% 2,453 $1.3M
Valeo Financial Advisors, LLC 0.05% Add +4.6% 2,592 $1.3M
Savant Capital, LLC 0.01% Reduce -12.2% 2,437 $1.3M
Level Four Advisory Services, LLC 0.07% No change 2,640 $1.3M
JTC Employer Solutions Trustee Ltd 0.08% Reduce -11.5% 2,429 $1.3M
Appleton Partners Inc. 0.10% Reduce -1.2% 2,425 $1.3M
Proffitt & Goodson Inc. 0.23% Reduce -14.8% 2,425 $1.3M
Great Valley Advisor Group, Inc. 0.04% Add +16.5% 2,419 $1.3M
Simon Quick Advisors, LLC 0.09% Add +0.2% 2,403 $1.3M
Austin Wealth Management, LLC 0.31% New 2,328 $1.3M
Csenge Advisory Group 0.07% Reduce -26.2% 2,397 $1.3M
Gateway Advisory, LLC 0.22% No change 2,388 $1.3M
GeoWealth Management, LLC 0.05% Add +24.7% 2,376 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,358 $1.2M
Kingswood Wealth Advisors, LLC 0.14% Reduce -3.6% 2,359 $1.2M
Aviso Wealth Management 0.78% No change 2,357 $1.2M
American Institute for Advanced Investment Management, LLP 0.98% Add +1.6% 2,354 $1.2M
Arkadios Wealth Advisors 0.09% Add +1.8% 2,332 $1.2M
Prio Wealth Limited Partnership 0.04% Add +10.9% 2,332 $1.2M
Relyea Zuckerberg Hanson LLC 0.21% Add +0.1% 2,327 $1.2M
Berkeley Capital Partners, LLC 0.37% Add +1.5% 2,307 $1.2M
Evanson Asset Management, LLC 0.09% Add +4.8% 2,305 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -11.6% 2,305 $1.2M
One Day In July LLC 0.16% Reduce -0.0% 2,300 $1.2M
Embree Financial Group 0.24% Reduce -9.9% 2,289 $1.2M
McGuire Investment Group, LLC 0.18% Reduce -7.9% 2,289 $1.2M
Trust Point Inc. 0.09% No change 2,279 $1.2M
Founders Financial Securities LLC 0.13% Add +2.9% 2,273 $1.2M
Berger Financial Group, Inc 0.10% Add +8.4% 2,245 $1.2M
Silver Oak Securities, Incorporated 0.18% Reduce -34.6% 2,243 $1.2M
Unique Wealth Strategies, LLC 0.57% New 2,239 $1.2M
Redwood Investment Management, LLC 0.11% Add +0.2% 2,227 $1.2M
Gallacher Capital Management LLC 0.59% Add +0.4% 2,220 $1.2M
HM Payson & Co. 0.02% Reduce -2.7% 2,220 $1.2M
Hartline Investment Corp./ 0.20% New 2,212 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Add +1.5% 2,212 $1.2M
Arlington Trust Co LLC 0.30% Reduce -11.8% 2,206 $1.2M
Elevatus Welath Management 0.46% Add +4.8% 2,201 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,192 $1.1M
SYM FINANCIAL Corp 0.19% No change 2,191 $1.1M
Allied Investment Advisors, LLC 0.28% Add +0.7% 2,187 $1.1M
Riversedge Advisors, LLC 0.28% Reduce -2.5% 2,164 $1.1M
Carnegie Investment Counsel 0.04% Reduce -1.1% 2,161 $1.1M
Journey Advisory Group, LLC 0.14% Reduce -4.4% 2,153 $1.1M
Farther Finance Advisors, LLC 0.07% Add +196.7% 2,148 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Reduce -1.4% 2,151 $1.1M
Private Wealth Advisors, LLC 0.47% Reduce -26.0% 2,151 $1.1M
North Star Investment Management Corp. 0.08% Add +0.6% 2,137 $1.1M
Moors & Cabot, Inc. 0.06% Add +5.6% 2,127 $1.1M
Hilltop Holdings Inc. 0.12% Add +189.7% 2,126 $1.1M
Rinkey Investments 0.41% Reduce -32.3% 2,119 $1.1M
Goldstone Financial Group, LLC 0.25% Add +2.8% 2,118 $1.1M
Keystone Financial Group 0.16% Add +0.5% 2,110 $1.1M
Cutler Investment Counsel LLC 0.15% Reduce -4.9% 2,105 $1.1M
FFG Retirement Advisors LLC 0.77% Add +1.0% 2,095 $1.1M
Choate Investment Advisors 0.03% No change 2,092 $1.1M
Boltwood Capital Management 0.34% Reduce -1.6% 2,086 $1.1M
Cardiff Park Advisors, LLC 0.10% Add +16.1% 2,086 $1.1M
Fonville Wealth Management LLC 0.48% Add +9.0% 2,076 $1.1M
Confluence Wealth Services, Inc. 0.10% Reduce -16.7% 2,071 $1.1M
Sovereign Financial Group, Inc. 0.29% Add +2.5% 2,056 $1.1M
WealthCare Investment Partners, LLC 0.52% Add +9.0% 2,048 $1.1M
ORBA Wealth Advisors, L.L.C. 0.59% Reduce -2.4% 2,040 $1.1M
Nvest Financial, LLC 0.71% Add +97.6% 2,039 $1.1M
Castle Wealth Management LLC 0.56% Reduce -66.3% 2,034 $1.1M
HBW Advisory Services LLC 0.20% No change 2,200 $1.1M
Beacon Financial Advisory LLC 0.52% Add +0.7% 2,025 $1.1M
DLK Investment Management, LLC 0.45% Add +0.1% 2,011 $1.1M
Tritonpoint Wealth, LLC 0.11% Add +11.2% 2,421 $1.1M
Stock Yards Bank & Trust Co. 0.03% Add +3.5% 2,008 $1.1M
Retirement Planning Co of New England, Inc. 0.58% Reduce -0.9% 2,003 $1.1M
Montis Financial, LLC 0.50% Reduce -9.1% 2,002 $1.0M
Cornerstone Advisors, LLC 0.04% Reduce -88.2% 2,000 $1.0M
Financial Insights, Inc. 0.30% Reduce -0.6% 1,998 $1.0M
Plancorp, LLC 0.05% Reduce -0.1% 1,998 $1.0M
Falcon Wealth Planning 0.17% Add +1.2% 1,997 $1.0M
Next Capital Management LLC 0.42% No change 1,989 $1.0M
JB Capital LLC 0.07% Add +3.8% 1,985 $1.0M
Madison Wealth Partners, Inc 0.37% Reduce -12.5% 1,973 $1.0M
Corbyn Investment Management Inc. 0.46% Reduce -4.5% 1,973 $1.0M
Towerpoint Wealth, LLC 0.51% Add +0.2% 1,948 $1.0M
Strategies Wealth Advisors, LLC 0.16% Reduce -0.1% 1,935 $1.0M
Riverpoint Wealth Management Holdings, LLC 0.28% Reduce -0.8% 1,920 $1.0M
Marshall Wace, LLP 0.00% New 1,919 $1.0M
Rockwood Wealth Management, LLC 0.13% No change 1,918 $1.0M
Rockland Trust Co. 0.05% No change 1,909 $1.0M
Safeguard Financial, LLC 0.32% Add +5.3% 1,899 $996K
Cassaday & Co Wealth Management LLC 0.03% Add +15.3% 1,889 $990K
Conservest Capital Advisors, Inc. 0.10% Add +0.1% 1,883 $987K
Park Avenue Securities LLC 0.01% Add +63.7% 1,879 $985K
Index Fund Advisors, Inc. 0.05% New 1,852 $971K
PCA Investment Advisory Services Inc. 0.54% Reduce -1.3% 1,847 $969K
Obsidian Cio, LLC 0.24% Add +1.4% 1,839 $964K
Warwick Investment Management, Inc. 0.23% No change 1,837 $963K
Ballentine Partners, LLC 0.02% No change 1,828 $958K
Brighton Jones LLC 0.03% Add +6.0% 1,828 $958K
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +0.6% 1,818 $953K
Key Financial Inc 0.24% Add +0.4% 1,817 $953K
Altus Wealth Management, LLC 0.50% No change 1,797 $942K
Consolidated Portfolio Review Corp 0.25% Reduce -49.4% 1,785 $936K
X-Square Capital, LLC 0.44% New 1,884 $932K
Legacy Advisors, LLC 0.12% Add +16.4% 1,777 $932K
Credit Suisse AG/ 0.00% No change 1,776 $931K
Wilmington Savings Fund Society, FSB 0.04% — 1,763 $924K
Gill Capital Partners, LLC 0.37% No change 1,857 $919K
Vontobel Holding Ltd. 0.01% No change 1,752 $919K
Market Street Wealth Management Advisors LLC 0.16% Reduce -1.1% 1,727 $906K
Private Wealth Partners, LLC 0.07% No change 1,723 $903K
Gateway Wealth Partners, LLC 0.32% Add +287.7% 1,706 $895K
Bensler, LLC 0.13% Reduce -0.5% 1,700 $892K
Capstone Wealth Management Group, LLC 0.64% No change 1,700 $891K
Arkos Global Advisors 0.15% New 1,691 $887K
GC Wealth Management RIA, LLC 0.18% Add +214.1% 1,690 $886K
Oxford Financial Group, LTD. LLC 0.06% Add +26.5% 1,690 $886K
Outlook Wealth Advisors, LLC 0.27% Reduce -11.8% 1,687 $885K
PBMares Wealth Management LLC 0.23% Add +93.8% 1,669 $875K
Latitude Advisors, LLC 0.55% Add +8.6% 1,668 $875K
Cookson Peirce & Co. Inc. 0.05% No change 1,655 $868K
Parsons Capital Management Inc. 0.06% Reduce -1.7% 1,655 $868K
Ingalls & Snyder LLC 0.04% No change 1,645 $863K
Main Street Group, LTD 0.42% Add +52.9% 1,639 $861K
Americana Partners, LLC 0.07% Add +0.1% 1,615 $847K
Chapin Davis, Inc. 0.31% Reduce -3.2% 1,609 $844K
McKinley Carter Wealth Services, Inc. 0.06% Add +12.1% 1,605 $841K
Ritholtz Wealth Management 0.03% Reduce -7.2% 1,587 $832K
Advisory Alpha, LLC 0.03% Reduce -2.3% 1,584 $831K
Virtue Capital Management, LLC 0.15% Reduce -6.6% 1,582 $817K
Wealthstar Advisors, LLC 0.28% Add +30.8% 1,555 $815K
Red Lighthouse Investment Management, LLC 0.33% No change 1,553 $814K
Cadent Capital Advisors, LLC 0.33% New 1,552 $814K
Capital Square, LLC 0.57% New 1,549 $813K
Wellspring Financial Advisors, LLC 0.13% Add +1.9% 1,542 $809K
Stevard, LLC 0.73% No change 1,539 $807K
NorthLanding Financial Partners, LLC 0.87% Reduce -1.2% 1,531 $803K
Sequent Planning LLC 0.29% — 1,528 $801K
Selective Wealth Management, Inc. 0.35% Add +0.1% 1,553 $798K
Goelzer Investment Management, Inc. 0.05% Add +35.3% 1,522 $798K
Beacon Investment Advisory Services, Inc. 0.03% No change 1,521 $798K
Private Trust Co. NA 0.09% Reduce -8.6% 1,518 $796K
Redhawk Wealth Advisors, Inc. 0.13% Reduce -8.3% 1,517 $796K
Ignite Planners, LLC 0.22% Reduce -0.5% 1,514 $795K
Custom Portfolio Group LLC 0.65% Reduce -26.8% 2,359 $795K
Signaturefd, LLC 0.02% Reduce -9.0% 1,511 $792K
Mission Creek Capital Partners, Inc. 0.21% Reduce -21.9% 1,511 $792K
PDS Planning, Inc 0.08% Add +24.3% 1,503 $788K
Waters Parkerson & Co., LLC 0.04% No change 1,491 $782K
Peoples Bank 0.44% Reduce -3.8% 1,491 $782K
Concentrum Wealth Management 0.36% Reduce -3.2% 1,490 $781K
Tidemark, LLC 0.43% Reduce -1.7% 1,471 $771K
FSM Wealth Advisors, LLC 0.27% New 1,464 $768K
Zacks Investment Management 0.01% Add +14.8% 1,460 $766K
Financial Consulate, Inc. 0.23% Reduce -2.7% 1,454 $762K
Foresight Capital Management Advisors, Inc. 0.58% New 1,450 $760K
Mason & Associates, LLC 0.58% — 1,450 $760K
Larson Financial Group LLC 0.06% Reduce -40.5% 1,443 $757K
Fairview Capital Investment Management, LLC 0.04% Reduce -10.9% 1,440 $755K
Goepper Burkhardt LLC 0.35% Add +13.2% 1,460 $754K
Debussy Capital Management LP 0.22% Add +13.6% 1,458 $753K
Financial Guidance Group, Inc. 0.49% Add +8.1% 1,435 $752K
QRG Capital Management, Inc. 0.01% Reduce -37.6% 1,423 $746K
HCR Wealth Advisors 0.11% Reduce -7.3% 1,423 $746K
Lake Street Private Wealth, LLC 0.10% Add +0.1% 1,421 $745K
Capital Insight Partners, LLC 0.14% No change 1,420 $745K
Advisor Resource Council 0.31% Reduce -86.6% 1,534 $742K
Southern Capital Advisors, LLC 0.45% Add +0.1% 1,414 $742K
BIP Wealth, LLC 0.05% Reduce -0.7% 1,414 $741K
Rational Advisors, Inc. 0.07% Reduce -29.4% 1,400 $734K
Convergence Financial, LLC 0.30% Reduce -4.0% 1,385 $726K
HTLF Bank 0.08% No change 1,385 $726K
Sweet Financial Partners, LLC 0.17% Add +1.8% 1,382 $725K
Wilson & Boucher Capital Management, LLC 0.57% No change 1,375 $721K
Householder Group Estate & Retirement Specialist, LLC 0.21% Add +64.7% 1,372 $720K
Shepherd Financial Partners LLC 0.09% Add +0.2% 1,370 $717K
CX Institutional 0.03% Add +12.5% 1,365 $716K
SpiderRock Advisors, LLC 0.02% — 1,378 $714K
Biltmore Family Office, LLC 0.14% Reduce -12.9% 1,355 $710K
Cannell & Spears LLC 0.01% No change 1,355 $710K
Bison Wealth, LLC 0.12% Reduce -10.3% 1,352 $709K
StoneX Group Inc. 0.06% Add +3.8% 1,352 $709K
LFA - Lugano Financial Advisors SA 0.52% New 1,350 $708K
Alpha Cubed Investments, LLC 0.04% Reduce -28.1% 1,341 $703K
Black Diamond Financial, LLC 0.19% No change 1,452 $703K
Pittenger & Anderson Inc. 0.03% Reduce -1.4% 1,339 $702K
SouthState Bank Corp 0.05% Reduce -14.6% 1,332 $698K
Nilsine Partners, LLC 0.10% No change 1,328 $696K
Greenleaf Trust 0.01% Reduce -76.1% 1,327 $696K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -4.5% 1,319 $692K
TrinityPoint Wealth, LLC 0.11% Reduce -7.5% 1,317 $691K
Legacy Edge Advisors, LLC 0.14% No change 1,316 $690K
Patten & Patten Inc. 0.05% Reduce -1.1% 1,315 $690K
Schnieders Capital Management LLC 0.14% No change 1,312 $688K
Fortis Group Advisors, LLC 0.13% New 1,308 $686K
Farmers & Merchants Investments Inc. 0.02% No change 1,299 $681K
Carolinas Wealth Consulting LLC 0.13% Add +37.2% 1,298 $681K
Strait & Sound Wealth Management LLC 0.38% Add +4.0% 1,297 $679K
Diversify Advisory Services, LLC 0.04% — 1,290 $678K
Tradition Wealth Management, LLC 0.07% Add +25.8% 1,291 $677K
Continuum Advisory, LLC 0.10% Add +76.4% 1,314 $677K
Regal Investment Advisors LLC 0.05% Add +8.0% 1,287 $675K
Greenhouse Wealth Management, LLC 0.50% Add +0.2% 1,284 $673K
Garrison Point Advisors, LLC 0.43% Add +6.8% 1,281 $672K
Bell Bank 0.06% No change 1,281 $672K
Marcum Wealth, LLC 0.07% No change 1,279 $671K
Traynor Capital Management, Inc. 0.06% Add +17.7% 1,268 $665K
Mattern Wealth Management LLC 0.16% Add +19.6% 1,256 $659K
Capital Investment Advisors, LLC 0.02% Add +10.4% 1,242 $651K
Accretive Wealth Partners, LLC 0.29% Add +1.5% 1,273 $649K
Councilor Wealth, LLC 0.32% Reduce -8.5% 1,228 $644K
Hillcrest Wealth Advisors - NY, LLC 0.35% No change 1,225 $642K
Blue Fin Capital, Inc. 0.14% Add +1.1% 1,224 $642K
Headinvest, LLC 0.12% Reduce -3.9% 1,220 $640K
Westwood Holdings Group Inc. 0.01% Add +141.2% 1,213 $636K
LexAurum Advisors, LLC 0.16% Reduce -21.4% 1,212 $636K
HUB Investment Partners, LLC 0.04% Add +11.4% 1,210 $635K
Graypoint LLC 0.05% Reduce -12.6% 1,208 $633K
Executive Wealth Management, LLC 0.06% Add +11.1% 1,200 $630K
Benjamin F. Edwards & Company, Inc. 0.01% No change 1,201 $630K
Graves Light Lenhart Wealth, Inc. 0.07% No change 1,199 $629K
Birch Hill Investment Advisors LLC 0.03% New 1,195 $627K
Geneos Wealth Management Inc. 0.03% Add +5.8% 1,195 $626K
FineMark National Bank & Trust 0.02% Add +7.0% 1,193 $626K
Scissortail Wealth Management, LLC 0.16% Reduce -4.5% 1,179 $618K
American Capital Advisory, LLC 0.53% Reduce -21.8% 1,587 $612K
Burney Co./ 0.02% Add +2.5% 1,165 $611K
BOK Financial Private Wealth, Inc. 0.05% Add +6.6% 1,165 $611K
Verdence Capital Advisors LLC 0.06% Add +18.7% 1,163 $610K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -0.3% 1,156 $606K
Grant/GrossMendelsohn, LLC 0.28% Add +1.0% 1,162 $603K
KMG Fiduciary Partners, LLC 0.06% Reduce -2.4% 1,147 $601K
Independent Advisor Alliance 0.02% Reduce -9.7% 1,147 $601K
Ancora Advisors LLC 0.01% Add +2.7% 1,137 $596K
Physicians Financial Services, Inc. 0.21% No change 1,135 $595K
HRC Wealth Management, LLC 0.43% New 1,124 $589K
Charter Research & Investment Group, Inc. 0.47% Reduce -8.2% 1,120 $587K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +18.5% 1,119 $587K
St Germain D J Co. Inc. 0.03% Reduce -0.9% 1,109 $581K
Parkside Advisors LLC 0.15% No change 1,108 $581K
Boston Financial Mangement LLC 0.02% New 1,100 $577K
MPS Loria Financial Planners, LLC 0.19% No change 1,100 $577K
Lauterbach Financial Advisors, LLC 0.38% No change 1,098 $576K
Clare Market Investments LLC 0.18% Add +0.2% 1,096 $575K
Becker Capital Management Inc. 0.02% No change 1,093 $573K
Claret Asset Management Corp 0.10% No change 1,088 $570K
Oliver Lagore Vanvalin Investment Group 0.17% Reduce -41.1% 1,082 $567K
Nations Financial Group Inc, /Ia/ 0.05% Add +3.1% 1,078 $565K
Onyx Bridge Wealth Group LLC 0.10% Reduce -33.6% 1,121 $565K
Mengis Capital Management, Inc. 0.09% No change 1,074 $563K
United Community Bank 0.22% Add +80.3% 1,109 $562K
Integral Investment Advisors, Inc. 0.23% New 1,068 $561K
Jackson, Grant Investment Advisers, Inc. 0.23% Add +0.3% 1,065 $558K
Albion Financial Group 0.04% No change 1,063 $557K
RAM Investment Partners, LLC 0.18% No change 1,062 $557K
DF Dent & Co. Inc. 0.01% No change 1,058 $555K
apricus wealth, LLC 0.39% No change 1,057 $554K
D'Orazio & Associates, Inc. 0.09% Add +10.6% 1,057 $554K
McCollum Christoferson Group LLC 0.16% No change 1,054 $553K
Faithward Advisors, LLC 0.10% Add +156.0% 1,047 $549K
Cary Street Partners Asset Management LLC 0.09% No change 1,045 $548K
Performance Wealth Partners, LLC 0.02% Add +1.1% 1,043 $547K
High Note Wealth, LLC 0.18% No change 1,039 $545K
Chemung Canal Trust Co. 0.11% No change 1,038 $544K
Hudock, Inc. 0.12% Add +0.3% 1,032 $541K
McClarren Financial Advisors, Inc. 0.39% Reduce -3.1% 1,032 $541K
Founders Financial Alliance, LLC 0.16% Add +39.7% 1,031 $540K
River Wealth Advisors LLC 0.08% No change 1,028 $539K
Financial Council, LLC 0.32% No change 1,024 $537K
Patrick M Sweeney & Associates, Inc. 0.44% Add +1.0% 1,023 $536K
Argent Trust Co 0.02% Reduce -1.9% 1,021 $535K
RB Capital Management, LLC 0.15% Reduce -0.1% 1,019 $535K
Advisory Resource Group 0.12% Add +3.7% 1,019 $534K
Signal Advisors Wealth, LLC 0.13% Add +31.5% 1,018 $534K
Ascent Wealth Partners, LLC 0.08% Reduce -3.4% 1,017 $533K
Flputnam Investment Management Co. 0.01% Add +1.3% 1,012 $531K
Front Row Advisors LLC 0.19% New 1,001 $525K
Quantum Private Wealth, LLC 0.19% No change 1,000 $524K
North Star Asset Management Inc. 0.02% Reduce -4.8% 1,000 $524K
Semus Wealth Partners LLC 0.44% Reduce -47.1% 993 $521K
Addison Capital Co 0.26% New 993 $521K
IVC Wealth Advisors LLC 0.30% Reduce -9.2% 993 $521K
Marshall Financial Group Inc. 0.17% Add +0.2% 980 $514K
Concord Wealth Partners 0.09% Reduce -2.1% 979 $513K
First Financial Bankshares Inc 0.01% Reduce -0.1% 978 $513K
Pure Financial Advisors, LLC 0.02% Reduce -2.4% 971 $509K
TNF LLC 0.20% No change 1,025 $508K
Strategy Asset Managers LLC 0.11% No change 966 $507K
San Luis Wealth Advisors LLC 0.27% No change 965 $506K
Ledyard National Bank 0.05% No change 965 $506K
Collaborative Wealth Managment Inc. 0.25% Reduce -0.5% 962 $504K
National Bank of Canada 0.00% Add +2.9% 976 $504K
Rothschild Investment LLC 0.04% Reduce -3.9% 960 $503K
Adero Partners, LLC 0.04% No change 957 $502K
Fortitude Advisory Group L.L.C. 0.28% Reduce -42.1% 956 $501K
FAS Wealth Partners, Inc. 0.04% Reduce -0.3% 953 $500K
Alpine Woods Capital Investors, LLC 0.10% No change 1,000 $495K
Wealth Effects LLC 0.18% Add +5.6% 941 $493K
Moser Wealth Advisors, LLC 0.27% Add +16.5% 941 $493K
Avior Wealth Management, LLC 0.02% Reduce -10.6% 940 $493K
Courier Capital LLC 0.04% Reduce -13.0% 940 $493K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +6.5% 938 $492K
Prepared Retirement Institute LLC 0.37% No change 937 $491K
GenTrust, LLC 0.03% New 936 $491K
Rothschild Wealth LLC 0.17% — 929 $487K
Sterling Investment Counsel, LLC 0.22% Reduce -5.0% 925 $485K
First Manhattan Co. Llc. 0.00% Add +12.0% 924 $484K
Terra Nova Asset Management LLC 0.38% Add +52.5% 915 $480K
Lunt Capital Management, Inc. 0.24% No change 915 $480K
Harbor Investment Advisory, LLC 0.05% Add +42.3% 912 $478K
Kingfisher Capital LLC 0.12% Add +0.2% 911 $478K
Lion Street Advisors, LLC 0.19% No change 985 $477K
360 Financial, Inc. 0.18% Reduce -5.1% 904 $474K
Imprint Wealth LLC 0.12% New 902 $474K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -2.6% 903 $473K
Running Point Capital Advisors, LLC 0.21% Add +10.7% 902 $473K
Gries Financial LLC 0.08% Add +73.1% 902 $473K
Whitford Management LLC 0.27% No change 900 $472K
Selway Asset Management 0.19% Add +28.6% 900 $472K
Marble Harbor Investment Counsel, LLC 0.05% No change 900 $472K
Moloney Securities Asset Management, LLC 0.07% Add +20.1% 895 $469K
Financial Engines Advisors L.L.C. 0.00% Reduce -24.8% 894 $469K
Brown, Lisle/Cummings, Inc. 0.16% Add +1.1% 885 $464K
Rakuten Securities, Inc. 0.20% Add +126.2% 882 $462K
Sheets Smith Wealth Management 0.05% New 882 $462K
Baker Avenue Asset Management, LP 0.02% Add +2.3% 873 $458K
Holderness Investments Co. 0.11% No change 867 $455K
Private Client Services, LLC 0.31% Reduce -8.2% 867 $455K
Welch Group, LLC 0.02% No change 863 $453K
Bigelow Investment Advisors, LLC 0.22% Add +1.4% 860 $451K
Edgestream Partners, L.P. 0.02% Reduce -17.4% 859 $450K
GFG Capital, LLC 0.12% Add +5.8% 858 $450K
Kickstand Ventures, Llc. 0.13% No change 857 $449K
Silverlake Wealth Management LLC 0.23% Add +5.7% 857 $449K
Narus Financial Partners, LLC 0.19% Add +1.2% 855 $448K
Archer Investment Corp 0.13% Add +3.0% 853 $448K
Money Concepts Capital Corp. 0.04% Add +9.1% 851 $446K
Laurel Wealth Advisors LLC 0.08% No change 850 $446K
Guardian Wealth Advisors, LLC / NC 0.05% No change 850 $446K
Skyline Advisors, Inc. 0.20% Add +0.8% 849 $445K
Strategic Advisors LLC 0.09% Add +7.5% 847 $444K
Westside Investment Management, Inc. 0.11% Reduce -44.6% 845 $443K
Capital Investment Advisory Services, LLC 0.05% Reduce -5.2% 842 $441K
Towercrest Capital Management 0.07% No change 840 $440K
Caitlin John, LLC 0.33% Reduce -17.2% 838 $439K
Vantage Financial Partners Ltd., Inc. 0.11% New 836 $438K
Trust Co of Kansas 0.24% No change 831 $436K
GSG Advisors LLC 0.16% Reduce -11.5% 834 $434K
Alexander Randolph Advisory, Inc. 0.38% Reduce -13.2% 827 $434K
Arrowroot Family Office, LLC 0.28% Reduce -0.6% 824 $432K
Clarkston Capital Partners, LLC 0.01% No change 821 $430K
Cardinal Point Capital Management ULC 0.08% New 820 $430K
Diversified Portfolios, Inc. 0.06% No change 820 $430K
Bedel Financial Consulting, Inc. 0.07% Add +0.1% 818 $429K
Francis Financial, Inc. 0.14% Reduce -1.4% 818 $429K
RVW Wealth, LLC 0.04% No change 813 $426K
Intrua Financial, LLC 0.07% Add +15.4% 807 $423K
Squire Investment Management Company, LLC 0.27% No change 805 $422K
CFS Investment Advisory Services, LLC 0.07% Reduce -5.6% 804 $422K
Penobscot Investment Management Company, Inc. 0.04% Add +77.1% 804 $422K
Gilman Hill Asset Management, LLC 0.08% No change 800 $419K
Verus Capital Partners, LLC 0.05% Reduce -5.1% 798 $419K
WealthBridge Capital Management, LLC 0.14% Add +1.5% 795 $417K
BlackDiamond Wealth Management, LLC 0.30% Add +3.1% 793 $416K
Westmount Partners, LLC 0.15% Add +0.3% 792 $415K
Apella Capital, LLC 0.02% Add +3.0% 799 $415K
Modern Wealth Management, LLC 0.04% Add +28.0% 791 $415K
VERITY Wealth Advisors 0.32% No change 790 $414K
Silvercrest Asset Management Group LLC 0.00% Add +10.8% 788 $413K
Spirepoint Private Client, LLC 0.06% — 782 $410K
Clearwater Capital Advisors, LLC 0.04% No change 781 $410K
Windham Capital Management, LLC 0.32% New 779 $408K
Dividend Assets Capital, LLC 0.09% No change 778 $408K
Security National Bank 0.06% No change 770 $404K
Campbell Wealth Management 0.04% New 768 $403K
1834 Investment Advisors Co. 0.05% No change 768 $403K
Brass Tax Wealth Management, Inc. 0.21% — 768 $403K
Hamilton Point Investment Advisors, LLC 0.08% No change 768 $403K
EverSource Wealth Advisors, LLC 0.03% Add +32.3% 812 $402K
New England Professional Planning Group Inc. 0.21% No change 766 $402K
Sepio Capital, LP 0.03% Reduce -5.0% 766 $402K
Ferguson Wellman Capital Management, Inc. 0.01% Add +16.8% 765 $401K
InTrack Investment Management Inc 0.30% No change 764 $401K
Lindbrook Capital, LLC 0.04% Reduce -16.9% 763 $400K
Atlas Private Wealth Advisors 0.13% Reduce -50.0% 761 $399K
Circle Wealth Management, LLC 0.01% Reduce -9.2% 757 $397K
Sapient Capital LLC 0.01% Reduce -0.7% 755 $396K
Colonial Trust Co / SC 0.07% No change 754 $395K
Correct Capital Wealth Management 0.09% No change 753 $395K
FSA Advisors, Inc. 0.42% Add +0.7% 745 $391K
Objective Capital Management, LLC 0.26% Add +0.3% 743 $389K
Fiera Capital Corp 0.00% No change 741 $389K
Sweeney & Michel, LLC 0.17% — 738 $387K
CCG Wealth Management, LLC 0.23% No change 736 $386K
Fragasso Financial Advisors Inc 0.03% Add +0.3% 735 $385K
ProVise Management Group, LLC 0.03% No change 734 $385K
Wealth Alliance, LLC 0.05% No change 734 $385K
Howard Wealth Management, LLC 0.31% Reduce -2.0% 732 $384K
Taylor & Morgan Wealth Management, LLC 0.28% No change 732 $384K
TFB Advisors LLC 0.14% Add +0.3% 780 $382K
Exencial Wealth Advisors, LLC 0.01% Add +38.1% 721 $378K
Werba Rubin Papier Wealth Management 0.11% New 716 $375K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 713 $374K
Talisman Wealth Advisors LLC 0.47% Reduce -6.3% 712 $373K
PICTET BANK & TRUST Ltd 0.39% No change 710 $372K
GW Henssler & Associates Ltd. 0.02% Add +6.9% 709 $372K
Quadrant Capital Group LLC 0.03% No change 709 $372K
Koshinski Asset Management, Inc. 0.04% New 707 $371K
Grey Street Capital, LLC 0.05% New 705 $370K
High Falls Advisors, Inc 0.09% New 703 $369K
Brown Brothers Harriman & Co. 0.00% Reduce -41.6% 701 $368K
Bank of Marin 0.32% Reduce -3.6% 700 $367K
Progressive Investment Management Corp 0.10% No change 700 $367K
Van Cleef Asset Management,Inc 0.05% No change 700 $367K
Garrett Wealth Advisory Group, LLC 0.15% No change 699 $367K
Solutions 4 Wealth, Ltd 1.03% No change 697 $365K
GYL Financial Synergies, LLC 0.03% Add +1.5% 696 $365K
Financial Life Advisors 0.15% No change 695 $364K
Triton Financial Group Inc 0.26% No change 693 $363K
Private Ocean, LLC 0.04% No change 692 $363K
Paragon Financial Partners, Inc. 0.30% Add +0.3% 692 $363K
Independent Wealth Network Inc. 0.17% Add +1.8% 688 $361K
Breakwater Investment Management 0.17% — 688 $361K
Clark Capital Management Group, Inc. 0.00% No change 685 $359K
BetterWealth, LLC 0.12% Reduce -11.1% 683 $358K
Stonegate Investment Group, LLC 0.01% Reduce -0.7% 681 $357K
Sfmg, LLC 0.03% Add +0.1% 681 $357K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -6.7% 680 $357K
Collective Family Office LLC 0.12% Reduce -57.6% 677 $355K
Chemistry Wealth Management LLC 0.10% No change 676 $354K
IRON Financial LLC 0.20% No change 676 $354K
Missouri Trust & Investment Co 0.14% Reduce -6.9% 675 $354K
Mayfair Advisory Group, LLC 0.26% Add +12.2% 674 $353K
Octavia Wealth Advisors, LLC 0.05% Reduce -9.7% 667 $350K
Nicolet Bankshares Inc. 0.07% No change 665 $349K
Lodestone Wealth Management LLC 0.18% Add +0.1% 658 $345K
Twin Peaks Wealth Advisors, LLC 0.19% Add +30.9% 656 $344K
Baron Financial Group, LLC 0.21% No change 653 $342K
Bordeaux Wealth Advisors LLC 0.11% No change 652 $342K
Root Financial Partners, LLC 0.10% New 647 $339K
Millennium Capital Advisors, LLC 0.24% Add +2.4% 647 $339K
Canal Capital Management, LLC 0.06% Reduce -13.4% 645 $338K
Grey Fox Wealth Advisors, LLC 0.13% Add +0.2% 645 $338K
Ironwood Investment Counsel, LLC 0.06% Add +53.0% 644 $338K
Moneco Advisors, LLC 0.05% Add +2.9% 640 $336K
Tortoise Investment Management, LLC 0.04% Add +115.2% 639 $335K
AQR Capital Management 0.00% Add +39.0% 634 $332K
Acorn Wealth Advisors, LLC 0.17% Add +0.3% 634 $332K
Drive Wealth Management, LLC 0.09% Add +0.2% 634 $332K
Affinity Capital Advisors, LLC 0.07% No change 633 $332K
Trek Financial, LLC 0.03% Add +2.3% 633 $332K
SilverOak Wealth Management LLC 0.08% Reduce -5.7% 632 $331K
TruNorth Capital Management, LLC 0.11% — 631 $331K
Platte River Wealth Advisors, LLC 0.09% Add +10.5% 630 $330K
Cassady Schiller Wealth Management, LLC 0.15% Add +4.7% 628 $329K
Sheaff Brock Investment Advisors, LLC 0.03% Add +40.3% 627 $329K
Stegent Equity Advisors, Inc. 0.33% No change 627 $329K
Plante Moran Financial Advisors, LLC 0.04% Reduce -4.1% 626 $328K
Ellis Investment Partners, LLC 0.07% Add +0.2% 625 $328K
Mb, Levis & Associates, LLC 0.18% Add +0.2% 625 $328K
Accurate Wealth Management, LLC 0.10% Add +50.0% 681 $327K
Balanced Wealth Group LLC 0.15% Reduce -7.5% 632 $326K
Lesa Sroufe & Co 0.31% No change 619 $325K
Facet Wealth, Inc. 0.01% New 626 $324K
Cambridge Trust Co. 0.01% Reduce -7.3% 614 $322K
Elm Partners Management LLC 0.03% No change 613 $321K
17 Capital Partners, LLC 0.24% New 611 $320K
Glassman Wealth Services 0.06% Add +15.5% 611 $320K
Wescott Financial Advisory Group, LLC 0.04% Reduce -20.5% 610 $320K
Webster Bank, N. A. 0.04% No change 605 $317K
MWA Asset Management 0.23% Reduce -5.6% 604 $317K
Van Strum & Towne Inc. 0.12% No change 603 $316K
Investment Advisory Services Inc. /TX 0.12% No change 600 $315K
Liberty Capital Management, Inc. 0.08% No change 600 $315K
Financial Advisors, LLC 0.07% No change 600 $315K
Caldwell Trust Co 0.04% No change 600 $315K
Northstar Group, Inc. 0.06% Add +9.2% 595 $312K
Betterment LLC 0.00% Add +0.3% 594 $311K
FinTrust Capital Advisors, LLC 0.06% No change 593 $311K
Capstone Financial Advisors, Inc. 0.02% Add +0.5% 592 $310K
Secure Asset Management, LLC 0.07% Reduce -71.3% 591 $310K
Ifrah Financial Services, Inc. 0.09% No change 583 $306K
DGS Capital Management, LLC 0.09% New 582 $305K
Second Line Capital, LLC 0.10% Add +1.6% 580 $304K
Roman Butler Fullerton & Co. 0.11% Add +0.2% 624 $304K
RCS Financial Planning, LLC 0.19% Reduce -2.4% 578 $303K
Emerald Advisors, LLC 0.05% Add +0.2% 578 $303K
Farrell Financial LLC 0.25% Reduce -1.2% 576 $302K
Jaffetilchin Investment Partners, LLC 0.03% Add +2.3% 575 $302K
Blue Trust, Inc. 0.00% Reduce -46.5% 575 $302K
Wesbanco Bank Inc. 0.01% Reduce -4.2% 575 $301K
Vertex Planning Partners, LLC 0.08% Reduce -17.8% 574 $301K
Regis Management CO LLC 0.09% No change 575 $301K
Central Valley Advisors, LLC 0.16% No change 574 $301K
Bluesphere Advisors LLC 0.17% Add +21.1% 574 $301K
Members Trust Co 0.01% Reduce -9.5% 573 $300K
Howard Financial Services, LTD. 0.05% New 572 $300K
First National Bank of Omaha 0.02% New 553 $300K
Coldstream Capital Management Inc. 0.01% Add +9.2% 569 $298K
Townsend & Associates, Inc 0.03% Add +0.2% 603 $298K
Key Client Fiduciary Advisors, LLC 0.16% No change 568 $298K
RDA Financial Network 0.10% Add +5.6% 565 $296K
Parisi Gray Wealth Management 0.11% Add +0.2% 563 $295K
Compass Advisory Group LLC 0.13% Add +0.2% 563 $295K
Planning Directions Inc. 0.20% Add +0.4% 563 $295K
SP Asset Management LLC 0.03% Reduce -8.0% 561 $294K
WealthPLAN Partners, LLC 0.03% Add +12.4% 561 $294K
Armor Investment Advisors, LLC 0.14% Add +17.9% 560 $294K
Sugarloaf Wealth Management, LLC 0.06% No change 560 $294K
Mystic Asset Management, Inc. 0.12% No change 558 $293K
Signature Wealth Management Partners, LLC 0.24% No change 557 $292K
Altfest L J & Co. Inc. 0.04% Add +10.7% 557 $292K
180 Wealth Advisors, LLC 0.05% Reduce -0.9% 555 $291K
Plum Street Advisors, LLC 0.15% Add +5.8% 496 $291K
Great Diamond Partners, LLC 0.07% Reduce -1.8% 554 $290K
Catalina Capital Group, LLC 0.12% New 553 $290K
GTS Securities LLC 0.01% Reduce -92.3% 553 $290K
Heritage Financial Services, LLC 0.04% No change 551 $289K
MinichMacGregor Wealth Management, LLC 0.07% Add +0.4% 550 $289K
Wealthquest Corp 0.03% New 549 $288K
Acorn Financial Advisory Services Inc. 0.05% Add +0.2% 548 $287K
Arthur M. Cohen & Associates, LLC 0.06% No change 547 $287K
Cooper Financial Group 0.05% Add +13.0% 547 $287K
Acropolis Investment Management, LLC 0.02% No change 546 $286K
LRI Investments, LLC 0.07% — 545 $286K
Tanager Wealth Management LLP 0.05% Add +9.4% 545 $286K
Arax Advisory Partners 0.03% Add +0.2% 545 $286K
Kraft, Davis & Associates, LLC 0.09% Reduce -8.8% 546 $285K
MBE Wealth Management, LLC 0.18% Reduce -0.4% 542 $284K
Stevens Capital Partners 0.17% Reduce -1.3% 541 $284K
Ironwood Financial, llc 0.07% No change 540 $283K
HBK Sorce Advisory LLC 0.01% Reduce -8.5% 539 $283K
Concord Asset Management, LLC 0.07% Reduce -5.5% 537 $282K
Sonata Capital Group Inc. 0.13% Reduce -40.0% 535 $281K
Quadcap Wealth Management, LLC 0.06% Reduce -13.4% 536 $281K
Canvas Wealth Advisors, LLC 0.09% Reduce -17.7% 562 $280K
Chaney Capital Management, Inc. 0.22% No change 532 $279K
American Investment Services, Inc. 0.05% No change 532 $279K
LBMC Investment Advisors, LLC 0.02% Add +0.2% 531 $278K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -4.8% 530 $278K
Clear Creek Financial Management, LLC 0.04% Add +15.2% 530 $278K
Glen Eagle Advisors, LLC 0.05% Reduce -16.8% 529 $277K
LifePro Asset Management 0.18% Add +8.2% 527 $276K
Syntegra Private Wealth Group, LLC 0.04% Reduce -5.1% 525 $275K
Sykon Capital LLC 0.10% No change 525 $275K
Bank Hapoalim BM 0.04% Add +0.6% 525 $275K
TrueWealth Advisors, LLC 0.11% Reduce -1.1% 524 $275K
First Business Financial Services, Inc. 0.03% No change 519 $272K
Daymark Wealth Partners, LLC 0.01% Add +0.2% 519 $272K
Lokken Investment Group LLC 0.14% No change 518 $272K
Mezzasalma Advisors, LLC 0.13% Reduce -5.0% 518 $272K
Mascoma Wealth Management LLC 0.08% Reduce -2.3% 518 $272K
Barnes Pettey Financial Advisors, LLC 0.23% Reduce -1.3% 518 $271K
Denver PWM, LLC 0.10% Reduce -10.1% 525 $271K
Boston Trust Walden Corp 0.00% No change 515 $270K
Thoroughbred Financial Services, LLC 0.03% Reduce -33.0% 516 $270K
Novare Capital Management LLC 0.02% Reduce -94.5% 514 $270K
Fulton Breakefield Broenniman LLC 0.02% New 513 $269K
Summit Financial Strategies, Inc. 0.04% No change 512 $268K
Garrison Asset Management, LLC 0.14% No change 512 $268K
Independence Bank of Kentucky 0.08% Add +59.4% 510 $267K
Interchange Capital Partners, LLC 0.18% Add +7.6% 510 $267K
Guidance Point Advisors, LLC 0.09% Add +0.6% 506 $267K
Howe & Rusling Inc. 0.03% Add +2.0% 508 $266K
Frisch Financial Group, Inc. 0.09% Add +0.2% 507 $266K
Blue Bell Private Wealth Management, LLC 0.06% Reduce -12.6% 506 $265K
Everett Harris & Co. 0.00% Add +3.7% 506 $265K
Fort Point Capital Partners LLC 0.04% No change 505 $265K
Inspirion Wealth Advisors, LLC 0.04% New 503 $264K
Pursue Wealth Partners LLC 0.15% Add +16.5% 502 $263K
Rosenberg Matthew Hamilton 0.08% No change 500 $263K
V2 Financial group LLC 0.18% No change 500 $262K
Pioneer Trust Bank N A 0.07% No change 500 $262K
True North Advisors, LLC 0.07% Reduce -10.1% 500 $262K
Grove Bank & Trust 0.04% No change 500 $262K
TCI Wealth Advisors, Inc. 0.03% No change 500 $262K
Commonwealth Financial Services, LLC 0.06% No change 541 $262K
Cresta Advisors, Ltd. 0.17% No change 499 $262K
Maripau Wealth Management LLC 0.20% New 498 $261K
Keb Asset Management, LLC 0.09% No change 497 $261K
Resolute Wealth Strategies, LLC 0.16% Reduce -5.0% 496 $260K
Mustard Seed Financial, LLC 0.26% Reduce -2.2% 496 $260K
Nadler Financial Group, Inc. 0.03% Reduce -3.9% 496 $260K
Masso Torrence Wealth Management Inc. 0.15% No change 494 $259K
Frank, Rimerman Advisors LLC 0.05% Add +1.2% 494 $259K
Accel Wealth Management 0.11% Reduce -11.7% 492 $258K
AF Advisors, Inc. 0.06% Add +15.3% 491 $257K
Heritage Wealth Management, Inc. 0.26% Reduce -4.5% 490 $257K
Strategic Wealth Partners, Ltd. 0.03% New 483 $253K
Atlanta Consulting Group Advisors, LLC 0.09% — 482 $253K
Summit Financial, LLC 0.01% No change 480 $252K
Grey Ledge Advisors, LLC 0.07% Reduce -25.1% 475 $249K
Fiduciary Family Office, LLC 0.10% Reduce -29.6% 475 $249K
One Capital Management, LLC 0.01% Reduce -5.9% 475 $249K
TriaGen Wealth Management LLC 0.10% Reduce -9.4% 472 $247K
First Hawaiian Bank 0.01% Reduce -38.9% 472 $247K
Lakeridge Wealth Management LLC 0.16% No change 470 $247K
Crown Wealth Group, LLC 0.13% No change 470 $246K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -24.7% 469 $246K
Jeppson Wealth Management, LLC 0.10% Reduce -0.8% 467 $245K
SeaBridge Investment Advisors LLC 0.06% Reduce -24.3% 467 $245K
Cornerstone Wealth Group, LLC 0.02% New 467 $245K
Sonora Investment Management Group, LLC 0.02% No change 466 $244K
NTV Asset Management LLC 0.04% No change 465 $244K
Dentgroup LLC 0.20% Add +0.2% 465 $244K
Abbrea Capital, LLC 0.03% Add +1.8% 463 $243K
Matrix Private Capital Group LLC 0.16% Add +302.6% 463 $243K
Cheviot Value Management, LLC 0.05% No change 461 $242K
Buffington Mohr McNeal 0.04% Reduce -0.7% 461 $242K
Clarus Wealth Advisors 0.14% No change 469 $241K
Twin Capital Management Inc. 0.03% No change 460 $241K
Bare Financial Services, Inc 0.23% New 486 $240K
Park Place Capital Corp 0.09% Add +0.2% 458 $240K
Pacifica Partners Inc. 0.11% No change 456 $240K
Whittier Trust Co. of Nevada Inc. 0.01% No change 457 $240K
Venturi Wealth Management, LLC 0.02% Reduce -13.8% 455 $239K
Keudell/Morrison Wealth Management 0.07% No change 455 $239K
Carl P. Sherr & Co., LLC 0.13% No change 454 $238K
Johnson & White Wealth Management, LLC 0.17% No change 453 $238K
Paragon Private Wealth Management, LLC 0.14% New 453 $238K
Personal Cfo Solutions, LLC 0.04% Add +2.5% 453 $238K
Atlas Brown,Inc. 0.09% New 452 $237K
Sax Wealth Advisors, LLC 0.03% Add +2.5% 451 $236K
Cadence Bank 0.02% No change 450 $236K
Howland Capital Management LLC 0.01% No change 450 $236K
STAR Financial Bank 0.20% No change 449 $235K
Apeiron RIA LLC 0.07% No change 447 $234K
Calton & Associates, Inc. 0.11% No change 446 $234K
BCS Wealth Management 0.07% New 444 $233K
Myecfo, LLC 0.14% New 444 $233K
Resources Management Corp. /CT/ 0.03% Reduce -10.2% 442 $232K
Better Money Decisions, LLC 0.18% Add +0.2% 441 $231K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 441 $231K
Riverview Capital Advisers, LLC 0.08% Add +0.2% 441 $231K
Legacy Private Trust Co. 0.02% Reduce -11.1% 440 $231K
Charles Schwab Investment Advisory, Inc. 0.00% New 438 $230K
Hill Island Financial LLC 0.08% No change 437 $229K
Kowal Investment Group, LLC 0.05% Reduce -5.8% 436 $229K
LBJ Family Wealth Advisors, Ltd. 0.14% No change 435 $228K
Norwood Financial Corp 0.33% New 434 $228K
TAP Consulting, LLC 0.05% Reduce -1.1% 434 $227K
Wealth Quarterback LLC 0.13% New 431 $226K
Dunhill Financial, LLC 0.17% Add +330.0% 430 $225K
Godshalk Welsh Capital Management, Inc. 0.15% No change 430 $225K
Waterloo Capital, L.P. 0.03% Reduce -78.4% 428 $224K
Linscomb Wealth, Inc. 0.01% New 428 $224K
Philadelphia Trust Co. 0.02% New 427 $224K
Private Capital Management LLC 0.05% No change 427 $224K
PFW Advisors LLC 0.07% No change 425 $223K
Tilia Fiduciary Partners, Inc. 0.18% New 425 $223K
BSW Wealth Partners 0.04% No change 424 $222K
AAFMAA Wealth Management & Trust LLC 0.12% New 421 $221K
Prostatis Group LLC 0.08% Reduce -2.5% 421 $221K
Tempus Wealth Planning, LLC 0.10% No change 421 $221K
Van Leeuwen & Company, LLC 0.11% Reduce -5.6% 420 $220K
Tocqueville Asset Management L.P. 0.00% No change 420 $220K
First National Advisers, LLC 0.05% No change 419 $220K
Southland Equity Partners LLC 0.06% Add +0.5% 416 $218K
Sand Hill Global Advisors, LLC 0.01% New 416 $218K
Benchmark Financial Wealth Advisors, LLC 0.08% Add +0.2% 416 $218K
Trust Co. of Vermont 0.01% Add +1.2% 415 $218K
Stonebrook Private Inc. 0.06% New 414 $217K
Wintrust Investments LLC 0.02% Reduce -4.2% 413 $217K
Coppell Advisory Solutions Corp. 0.04% — 413 $217K
Pps&v Asset Management Consultants, Inc. 0.16% No change 413 $217K
Sfm, LLC 0.17% New 413 $217K
Heritage Wealth Partners, LLC 0.44% No change 446 $216K
New Hampshire Trust 0.05% New 412 $216K
Diversified Trust Co. 0.01% New 410 $215K
Victory Financial Group, LLC 0.13% Reduce -26.8% 409 $214K
CPC Advisors, LLC 0.04% New 409 $214K
Slagle Financial, LLC 0.12% Reduce -54.0% 408 $214K
Derbend Asset Management 0.11% New 407 $213K
Searcy Financial Services Inc. 0.11% New 404 $212K
Altus Wealth Group LLC 0.11% New 404 $212K
Stonebridge Capital Advisors LLC 0.02% New 404 $212K
Aprio Wealth Management, LLC 0.04% New 404 $212K
JT Stratford LLC 0.04% New 403 $211K
Horizon Financial Services, LLC 0.14% New 402 $211K
NCM Capital Management, LLC 0.12% New 400 $210K
Court Place Advisors, LLC 0.07% New 400 $210K
Callahan Advisors, LLC 0.02% New 400 $210K
Keel Point, LLC 0.02% Reduce -58.3% 399 $209K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 398 $209K
Wealthspan Partners, LLC 0.12% Reduce -7.9% 397 $208K
Herold Advisors, Inc. 0.05% New 397 $208K
TKG Advisors, LLC 0.12% Reduce -8.8% 395 $207K
Nelson Capital Management, LLC 0.04% New 394 $207K
RE Dickinson Investment Advisors, LLC 0.13% Add +14.6% 393 $206K
R. W. Roge & Company, Inc. 0.12% New 391 $206K
Morton Capital Management LLC 0.06% New 392 $206K
Foguth Wealth Management, LLC. 0.11% — 392 $206K
Teamwork Financial Advisors, LLC 0.03% New 391 $205K
RFG Holdings, Inc. 0.09% New 389 $205K
Greenwood Gearhart LLC 0.02% No change 390 $204K
Ewa, LLC 0.09% New 396 $204K
Girard Partners LTD. 0.02% New 388 $203K
Legacy Financial Group, Inc. 0.08% New 387 $203K
Wealth Architects, LLC 0.03% New 386 $203K
My Personal CFO, LLC 0.12% New 385 $202K
Spectrum Wealth Advisory Group, LLC 0.23% New 383 $201K
Gilbert & Cook, Inc. 0.03% New 383 $201K
D.B. Root & Company, LLC 0.07% New 382 $200K
Viewpoint Capital Management LLC 0.13% No change 377 $198K
Davis Capital Management 0.18% Reduce -2.9% 375 $197K
Qube Research & Technologies Ltd 0.00% Reduce -81.7% 373 $196K
HHM Wealth Advisors, LLC 0.03% No change 371 $195K
Sachetta, LLC 0.09% No change 400 $194K
Pension & Wealth Management Advisors, Inc. 0.13% Reduce -2.4% 368 $194K
AdvisorNet Financial, Inc 0.02% Add +9.8% 369 $194K
Abound Wealth Management 0.07% Add +52.3% 361 $189K
Cedar Wealth Management, LLC 0.06% Add +7.8% 359 $188K
Angeles Wealth Management, LLC 0.02% No change 359 $188K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 350 $184K
Principal Securities, Inc. 0.01% Add +13.3% 349 $183K
Salem Investment Counselors Inc. 0.01% Add +6.7% 349 $183K
Cape Investment Advisory, Inc. 0.08% Add +78.1% 342 $179K
Parkside Financial Bank & Trust 0.03% No change 333 $175K
Pacific Center for Financial Services 0.05% Add +28.0% 329 $173K
Pinnacle Bancorp, Inc. 0.05% Add +8.4% 321 $168K
Wolff Wiese Magana LLC 0.14% No change 313 $164K
Laffer Tengler Investments, Inc. 0.05% New 306 $160K
Gables Capital Management Inc. 0.09% Add +4.6% 298 $156K
Headlands Technologies LLC 0.04% Add +203.1% 297 $156K
Cranbrook Wealth Management, LLC 0.04% No change 296 $155K
NFSG Corp 0.06% Reduce -4.8% 280 $147K
Addison Advisors LLC 0.05% Reduce -5.4% 261 $137K
Centennial Bank 0.07% Add +48.0% 259 $136K
Maryland Capital Advisors Inc. 0.08% Reduce -9.9% 256 $134K
Cherry Tree Wealth Management, LLC 0.03% No change 256 $134K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $131K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $131K
WASHINGTON TRUST Co 0.00% No change 250 $131K
Northwest Bank & Trust Co 0.12% Add +120.0% 264 $131K
PSI Advisors, LLC 0.05% No change 245 $128K
Kiely Wealth Advisory Group, Inc. 0.07% No change 251 $127K
Glass Jacobson Investment Advisors llc 0.05% Reduce -23.9% 236 $124K
Providence Capital Advisors, LLC 0.03% Reduce -47.6% 230 $121K
Rise Advisors, LLC 0.06% Add +0.4% 227 $119K
Raffa Wealth Management, LLC 0.03% No change 220 $115K
Tompkins Financial Corp. 0.01% Reduce -16.0% 215 $113K
Accent Capital Management, LLC 0.09% No change 206 $108K
Financial Synergies Wealth Advisors, Inc. 0.01% No change 205 $107K
Capital Analysts, LLC 0.01% Add +13.3% 205 $107K
Smartleaf Asset Management LLC 0.02% No change 202 $106K
IAG Wealth Partners, LLC 0.02% No change 199 $104K
Bogart Wealth, LLC 0.01% Add +25.3% 198 $104K
Peoples Financial Services Corp. 0.05% No change 198 $104K
Hanson & Doremus Investment Management 0.02% No change 194 $102K
Koesten, Hirschmann & Crabtree, INC. 0.06% New 186 $98K
GHP Investment Advisors, Inc. 0.00% No change 184 $97K
Integrity Financial Corp 0.07% Add +38.6% 183 $96K
Gradient Investments LLC 0.00% Reduce -30.4% 181 $95K
Future Financial Wealth Managment LLC 0.07% New 180 $94K
West Branch Capital LLC 0.04% Reduce -5.8% 179 $94K
MV Capital Management, Inc. 0.01% No change 174 $91K
DecisionPoint Financial, LLC 0.04% No change 177 $89K
Balefire, LLC 0.03% Add +4.9% 170 $89K
Register Financial Advisors LLC 0.05% New 166 $87K
Hilltop National Bank 0.03% — 166 $87K
Anfield Capital Management, LLC 0.04% New 159 $83K
Robinswood Financial LLC 0.04% No change 158 $83K
Planning Capital Management Corp 0.06% Add +15600.0% 157 $83K
Game Plan Financial Advisors, LLC 0.05% No change 154 $81K
Retirement Group, LLC 0.03% No change 150 $79K
Byrne Asset Management LLC 0.06% No change 146 $77K
Castleview Partners, LLC 0.04% Add +11.5% 145 $76K
Ransom Advisory, Ltd 0.04% — 144 $76K
Global Wealth Strategies & Associates 0.03% Add +28.8% 143 $75K
JFS Wealth Advisors, LLC 0.01% No change 142 $74K
GAMMA Investing LLC 0.01% No change 140 $73K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $72K
Field & Main Bank 0.03% No change 135 $71K
Carolina Wealth Advisors, LLC 0.04% Reduce -6.4% 132 $69K
SJS Investment Consulting Inc. 0.01% Add +92.5% 129 $68K
Woodmont Investment Counsel LLC 0.01% New 127 $67K
American National Bank & Trust 0.01% Reduce -0.8% 126 $66K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $66K
Piscataqua Savings Bank 0.06% No change 125 $66K
Sound Income Strategies, LLC 0.00% Add +4.3% 122 $64K
Global Trust Asset Management, LLC 0.03% Add +6.3% 118 $62K
Montag A & Associates Inc. 0.00% No change 117 $61K
Operose Advisors LLC 0.02% No change 116 $61K
FSA Wealth Management LLC 0.03% No change 110 $58K
CNB Bank 0.03% No change 109 $57K
Avalon Trust Co 0.00% No change 108 $57K
Heritage Wealth Advisors 0.00% Reduce -43.2% 108 $57K
Scarborough Advisors, LLC 0.03% No change 107 $56K
City Holding Co. 0.01% No change 105 $55K
Ameritas Investment Partners, Inc. 0.00% Reduce -12.2% 101 $53K
Rogco, LP 0.02% No change 100 $52K
Credential Qtrade Securities Inc. 0.00% No change 93 $49K
Covestor Ltd 0.03% Add +187.5% 92 $48K
Cullen/Frost Bankers, Inc. 0.00% No change 90 $47K
Pathway Financial Advisers, LLC 0.02% Reduce -1.1% 86 $46K
PFS Partners, LLC 0.03% Add +1.2% 86 $45K
Orion Capital Management LLC 0.02% Reduce -61.5% 82 $43K
Northwest Capital Management Inc 0.01% No change 81 $42K
Hantz Financial Services, Inc. 0.00% Reduce -12.1% 80 $42K
Boyd Watterson Asset Management LLC 0.01% No change 72 $38K
Birchbrook, Inc. 0.02% No change 71 $37K
Horizons Wealth Management 0.02% No change 77 $37K
Wetzel Investment Advisors, Inc. 0.02% No change 75 $37K
Arcadia Investment Management Corp. 0.01% No change 70 $37K
Compagnie Lombard Odier SCmA 0.00% New 70 $37K
EPG Wealth Management LLC 0.01% No change 68 $36K
Arrow Financial Corp 0.00% No change 68 $36K
Citadel Advisors 0.00% New 68 $36K
Barrett & Company, Inc. 0.02% No change 67 $35K
Caldwell Sutter Capital, Inc. 0.02% Add +15.8% 66 $35K
MTM Investment Management, LLC 0.01% New 66 $35K
Monetary Management Group Inc. 0.01% No change 65 $34K
Opal Wealth Advisors, LLC 0.01% New 64 $34K
GoalVest Advisory LLC 0.01% No change 61 $32K
Clean Yield Group 0.01% Reduce -20.0% 60 $31K
Old Second National Bank of Aurora 0.01% No change 60 $31K
Sawyer & Company, Inc 0.01% No change 58 $30K
New England Capital Financial Advisors LLC 0.02% Reduce -98.2% 58 $30K
Richardson Capital Management LLC 0.02% New 56 $29K
Creative Capital Management Investments LLC 0.02% No change 56 $29K
Colonial Trust Advisors 0.00% New 56 $29K
Institutional & Family Asset Management, LLC 0.00% No change 55 $29K
Bfsg, LLC 0.00% No change 55 $29K
Signature Resources Capital Management, LLC 0.03% No change 58 $28K
Asset Dedication, LLC 0.00% No change 54 $28K
First Community Trust NA 0.03% No change 53 $28K
True Wealth Design, LLC 0.01% No change 52 $27K
Princeton Global Asset Management LLC 0.01% No change 52 $27K
Smithfield Trust Co 0.00% No change 51 $27K
WR Wealth Planners, LLC 0.01% New 50 $26K
Tucker Asset Management LLC 0.01% Add +177.8% 50 $26K
Horizon Bancorp Inc. 0.01% No change 50 $26K
Palisade Asset Management, LLC 0.00% New 45 $24K
CBIZ Investment Advisory Services, LLC 0.00% New 45 $24K
Pineridge Advisors LLC 0.01% No change 43 $23K
Roble, Belko & Company, Inc 0.00% No change 42 $22K
Morton Brown Family Wealth, LLC 0.01% No change 40 $21K
Blume Capital Management, Inc. 0.01% No change 40 $21K
Atwood & Palmer Inc. 0.00% No change 40 $21K
HighMark Wealth Management LLC 0.01% New 40 $21K
Coston, McIsaac & Partners 0.01% No change 39 $20K
Elevate Wealth Advisory, Inc. 0.02% No change 36 $19K
HBC Financial Services, PLLC 0.01% New 40 $19K
McIlrath & Eck, LLC 0.00% No change 36 $19K
Phillips Financial Management, LLC 0.00% No change 36 $19K
LifeSteps Financial, Inc. 0.01% New 33 $17K
First Personal Financial Services 0.00% No change 32 $17K
Core Wealth Advisors, Inc. 0.01% No change 31 $16K
Mma Asset Management LLC 0.01% New 31 $16K
VitalStone Financial, LLC 0.01% No change 31 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 30 $16K
Eagle Bay Advisors LLC 0.01% No change 30 $16K
Northwest Investment Counselors, LLC 0.00% New 30 $16K
Cornerstone Planning Group LLC 0.00% No change 30 $15K
Winch Advisory Services, LLC 0.00% Add +3.6% 29 $15K
Global Assets Advisory, LLC 0.01% New 28 $15K
Balentine LLC 0.00% Reduce -92.6% 28 $15K
Logan Capital Management Inc. 0.00% No change 27 $14K
Gleason Group, Inc. 0.00% Reduce -7.1% 26 $14K
Central Pacific Bank - Trust Division 0.00% — 23 $12K
Van Eck Associates Corp. 0.00% New 22 $12K
AllSquare Wealth Management LLC 0.01% New 21 $11K
FWL Investment Management, LLC 0.01% No change 21 $11K
Investors Research Corp 0.00% No change 20 $10K
Vima LLC 0.01% No change 20 $8K
Financial Avengers, Inc. 0.00% No change 14 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $5K
Chilton Capital Management LLC 0.00% Reduce -54.5% 10 $5K
Fairman Group, LLC 0.01% No change 10 $5K
Islay Capital Management, LLC 0.00% No change 10 $5K
Versant Capital Management, Inc 0.00% New 10 $5K
NewSquare Capital LLC 0.00% No change 8 $4K
Riverview Trust Co 0.00% New 8 $4K
Tyler-Stone Wealth Management 0.00% No change 7 $4K
CarsonAllaria Wealth Management, Ltd. 0.00% New 6 $3K
Avion Wealth 0.00% No change 6 $3K
Jamison Private Wealth Management, Inc. 0.00% No change 5 $3K
Prestige Wealth Management Group LLC 0.00% Reduce -96.7% 5 $3K
Elevation Wealth Partners, LLC 0.00% New 4 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 1 $524

"% of holder's portfolio" is VGT's weight in each manager's 13F, not the share of Vanguard Info Tech ETF the manager owns.