Vanguard Info Tech ETFVGTETF

13F holders, Q3 2024 (September 30)
1,575holders +43
112new positions
71sold out
6famous investors
$586.05avg. 13F price*

At the end of Q3 2024, 1,575 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 43 from Q2 2024. 112 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($9.3B), JPMorgan Chase & Co. ($3.2B) and Morgan Stanley ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions112$156.3M
Exits71$95.9M

All 13F filers, Q2 2024 → Q3 2024: 1,821,466 shares bought and 3,143,258 shares sold, net −1,321,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,575 holders

Bank of America Corp. 0.82% Add +0.0% 15,887,458 $9.3B
JPMorgan Chase & Co. 0.26% Add +10.0% 5,494,335 $3.2B
Morgan Stanley 0.09% Add +1.5% 2,014,481 $1.2B
UBS Group AG 0.30% Add +0.9% 1,817,140 $1.1B
Wells Fargo & Company 0.20% Reduce -1.2% 1,370,375 $803.8M
LPL Financial LLC 0.31% Add +2.3% 1,188,742 $697.2M
Ameriprise Financial Inc. 0.12% Add +2.8% 770,649 $452.4M
Royal Bank of Canada 0.10% Add +4.2% 749,601 $439.7M
Northwestern Mutual Wealth Management Co. 0.29% Add +8.7% 550,688 $323.0M
PGIM Custom Harvest LLC 6.05% Reduce -0.7% 509,605 $298.9M
Envestnet Asset Management Inc. 0.09% Reduce -7.1% 466,131 $273.4M
Raymond James Financial Services Advisors, Inc. 0.31% Reduce -0.3% 398,633 $233.8M
Raymond James & Associates 0.14% Reduce -0.1% 391,382 $229.6M
Stifel Financial Corp. 0.24% Add +4.2% 390,136 $228.8M
Equitable Holdings, Inc. 1.94% Reduce -3.0% 341,233 $200.1M
HighTower Advisors, LLC 0.29% Add +1.1% 332,140 $194.8M
PNC Financial Services Group, Inc. 0.12% Add +1.2% 326,904 $191.7M
Beacon Capital Management, Inc. 6.95% Reduce -5.3% 284,544 $166.9M
Cerity Partners LLC 0.35% Add +5.5% 269,257 $157.9M
Taiyo Life Insurance Co. 11.69% No change 251,500 $147.5M
Janney Montgomery Scott LLC 0.40% Reduce -0.7% 242,984 $142.5M
Cetera Investment Advisers 0.30% Add +0.9% 231,337 $135.7M
Rockefeller Capital Management L.P. 0.36% Reduce -1.6% 229,405 $134.5M
Commonwealth Equity Services, LLC 0.20% Reduce -2.7% 220,099 $129.1M
Nissay Asset Management Corp. /Japan 0.76% No change 204,727 $120.1M
Osaic Holdings, Inc. 0.26% Reduce -3.3% 197,608 $116.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 10.62% Reduce -0.8% 183,345 $107.5M
M&T Bank Corp 0.33% Reduce -4.3% 168,701 $98.9M
Mercer Global Advisors Inc. 0.23% Reduce -0.7% 169,684 $97.0M
Armstrong Advisory Group, Inc. 8.00% Reduce -13.4% 164,604 $96.5M
Harel Insurance Investments & Financial Services Ltd. 1.66% Add +392.5% 163,993 $96.3M
Truist Financial Corp. 0.15% Add +0.2% 159,085 $93.3M
Cambridge Investment Research Advisors, Inc. 0.29% Add +12.6% 144,796 $84.9M
SRB Corp. 4.39% Add +4.8% 133,650 $78.4M
Creative Planning 0.07% Reduce -0.9% 124,540 $73.0M
Spire Wealth Management 2.43% Reduce -11.5% 122,822 $72.0M
Northern Trust Corp. 0.01% Add +0.0% 121,930 $71.5M
Agf Management Ltd. 0.36% Add +0.0% 121,838 $71.5M
Brown Advisory Inc. 0.09% Add +1.0% 117,258 $68.8M
Bailard, Inc. 1.74% Add +3.3% 114,156 $67.0M
Compass Financial Group, INC 12.73% Add +7.2% 110,536 $64.8M
Goldman Sachs Group Inc. 0.01% Reduce -1.6% 110,396 $64.7M
Manufacturers Life Insurance Company, The 0.06% Add +6.8% 109,293 $64.1M
NORTHSTAR ASSET MANAGEMENT Co 14.68% Add +0.1% 109,227 $64.1M
Fisher Asset Management 0.02% Reduce -30.9% 103,194 $60.5M
Sanctuary Advisors, LLC 0.38% Add +0.0% 97,125 $60.4M
WBH Advisory Inc. 5.36% Reduce -2.0% 96,531 $56.6M
Silicon Valley Capital Partners 7.20% Add +33.3% 94,290 $55.3M
Yarbrough Capital, LLC 2.17% No change 90,675 $53.2M
Systematic Alpha Investments, LLC 1.76% No change 82,300 $48.3M
Corient Private Wealth LP 0.07% Add +25.0% 80,878 $47.4M
KCM Investment Advisors LLC 1.59% Reduce -2.3% 79,511 $46.6M
Peapack Gladstone Financial Corp. 0.67% Add +0.6% 79,335 $46.5M
MML Investors Services, LLC 0.16% Reduce -0.3% 76,304 $44.8M
Two Sigma Investments, LP 0.10% Add +4568.8% 74,700 $43.8M
Lido Advisors, LLC 0.33% Add +21.8% 74,053 $43.4M
Madison Asset Management, LLC 0.47% Reduce -57.8% 71,434 $41.9M
Comerica Bank 0.17% Reduce -2.0% 71,391 $41.9M
Mariner, LLC 0.07% Reduce -21.9% 69,547 $40.8M
Prudential Financial Inc. 0.06% Add +6.7% 69,430 $40.7M
Kestra Advisory Services, LLC 0.21% Reduce -9.9% 64,628 $37.9M
FMR LLC 0.00% Add +11.0% 64,373 $37.8M
Stuart Chaussee & Associates, Inc. 9.86% Reduce -0.6% 64,048 $37.6M
Avantax Advisory Services, Inc. 0.25% Reduce -1.3% 63,676 $37.3M
SteelPeak Wealth, LLC 1.64% Add +2097.0% 63,076 $37.1M
Private Advisor Group, LLC 0.23% Add +6.1% 62,005 $36.4M
Trust Co. of Oklahoma 11.75% Add +3.5% 61,743 $36.2M
Wealth Enhancement Advisory Services, LLC 0.08% Add +18.1% 60,490 $35.5M
Ami Investment Management Inc. 11.85% Add +10.3% 59,665 $35.0M
Park National Corp. 1.22% Reduce -0.6% 59,588 $34.9M
Hollencrest Capital Management 1.43% Reduce -0.8% 59,212 $34.7M
GPS Wealth Strategies Group, LLC 4.60% Reduce -4.6% 58,806 $34.5M
FIL Ltd 0.03% New 58,426 $34.3M
Marotta Asset Management 6.57% Reduce -6.6% 57,021 $33.4M
MAI Capital Management 0.32% Add +2.5% 56,355 $33.1M
Full Sail Capital, LLC 2.09% Reduce 0.0% 55,662 $32.6M
Royal Fund Management, LLC 2.26% Add +258.7% 54,252 $32.0M
Monumental Financial Group Inc. 11.70% Add +10.6% 53,744 $31.5M
Elwood & Goetz Wealth Advisory Group, LLC 7.76% Add +0.7% 53,444 $31.3M
Steward Partners Investment Advisory, LLC 0.29% Add +11.9% 53,074 $31.1M
Portfolio Strategies, Inc. 4.18% Reduce -2.3% 52,757 $30.9M
Pinnacle Associates Ltd. 0.52% Add +0.3% 63,579 $30.8M
Atria Wealth Solutions, Inc. 0.30% Reduce -6.3% 46,909 $27.5M
Enclave Advisors LLC 4.61% — 46,416 $27.2M
MassMutual Private Wealth & Trust, FSB 0.77% Add +4.5% 46,124 $27.1M
Tiaa Trust, National Association 0.08% Reduce -0.2% 45,893 $26.9M
Advisory Services Network, LLC 0.55% No change 45,875 $26.5M
Mokosak Advisory Group, LLC 7.90% Add +2.4% 44,879 $26.4M
First Merchants Corp. 1.00% Reduce -0.9% 44,569 $26.1M
Cresset Asset Management, LLC 0.10% Reduce -1.6% 43,088 $25.3M
Keebeck Wealth Management 3.64% Reduce -2.6% 42,807 $25.1M
Winthrop Capital Management, LLC 11.68% Add +0.2% 41,814 $24.5M
Citigroup Inc. 0.02% Add +21.2% 41,329 $24.2M
Stratos Wealth Partners, LTD. 0.35% Add +5.7% 40,879 $24.0M
Pathstone Holdings, LLC 0.11% Add +1.0% 40,751 $23.9M
Fifth Third Bancorp 0.09% Add +3.1% 40,745 $23.9M
Gratus Wealth Advisors, LLC 3.75% Add +0.3% 39,509 $22.9M
Baird Financial Group, Inc. 0.04% Add +0.4% 38,818 $22.8M
White Lighthouse Investment Management Inc. 3.96% Reduce -5.3% 37,629 $22.0M
Wealth Group Ltd 6.39% Add +1.3% 37,428 $22.0M
CVA Family Office, LLC 3.56% Add +0.6% 37,369 $21.9M
Capital Advisors Wealth Management, LLC 4.03% Reduce -8.3% 37,282 $21.9M
Blair William & Co. 0.06% Add +0.0% 36,710 $21.5M
Callan Capital, LLC 1.48% Reduce -0.8% 36,223 $21.2M
Robertson Stephens Wealth Management, LLC 0.78% Add +318.9% 35,818 $21.0M
Bank of Montreal 0.01% Reduce -2.4% 35,329 $20.7M
Baker Ellis Asset Management LLC 2.92% Reduce -3.6% 35,128 $20.6M
Ieq Capital, LLC 0.25% Reduce -1.1% 35,057 $20.6M
Provida Pension Fund Administrator 0.44% Reduce -88.7% 34,575 $20.3M
Exchange Capital Management, Inc. 3.23% Reduce -0.8% 34,546 $20.3M
Wiser Wealth Management, Inc 5.66% Add +1.9% 33,679 $19.8M
Annex Advisory Services, LLC 0.63% Reduce -87.5% 33,420 $19.6M
XML Financial, LLC 1.78% Reduce -10.6% 32,686 $19.2M
BBR Partners, LLC 1.43% No change 31,981 $18.8M
Harbour Investments, Inc. 0.55% Add +2.8% 31,226 $18.3M
Focus Partners Wealth 0.06% Add +186.0% 31,072 $18.2M
Wealthfront Advisers LLC 0.05% Add +25.8% 29,961 $17.6M
Lowe Brockenbrough & Co. Inc. 1.12% Add +26.5% 29,850 $17.5M
NorthCoast Asset Management LLC 0.12% Add +850.0% 32,424 $17.2M
Karpus Management, Inc. 0.48% Reduce -1.6% 29,329 $17.2M
Anchor Investment Management, LLC 1.59% Add +2.9% 28,692 $16.8M
Welch Capital Partners LLC 3.68% No change 28,062 $16.5M
Brandywine Oak Private Wealth LLC 1.56% Reduce -0.1% 27,379 $16.1M
Axiom Financial Strategies, LLC 8.46% Add +10.6% 27,313 $16.0M
Wilmington Savings Fund Society, FSB 0.29% Add +1437.9% 27,113 $15.9M
Jmac Enterprises LLC 2.53% Add +2.9% 26,998 $15.8M
Sound View Wealth Advisors Group, LLC 1.29% Add +16.3% 26,968 $15.8M
Nomura Asset Management Co. Ltd. 0.05% Add +459.5% 26,858 $15.8M
Leeward Financial Partners, LLC 5.93% Add +1.7% 26,790 $15.7M
Synovus Financial Corp. 0.18% Add +91.3% 26,626 $15.6M
Cornerstone Advisory, LLC 2.03% Reduce -0.0% 26,357 $15.5M
Fiduciary Trust Co 0.22% Reduce -0.6% 26,298 $15.4M
Kestra Private Wealth Services, LLC 0.28% Add +5.7% 26,152 $15.3M
Johnson Investment Counsel Inc. 0.15% Add +0.1% 26,129 $15.3M
Curran Financial Partners, LLC 4.29% Add +8.9% 25,737 $15.1M
Captrust Financial Advisors 0.04% Reduce -3.9% 24,694 $14.5M
SCS Capital Management LLC 0.29% Add +0.1% 24,686 $14.5M
Integrated Wealth Concepts LLC 0.17% Add +3.8% 24,289 $14.2M
Crewe Advisors LLC 1.64% Add +6.2% 24,054 $14.1M
Proquility Private Wealth Partners, LLC 4.41% Reduce -4.7% 23,488 $13.8M
Curi Capital, LLC 0.31% No change 23,433 $13.7M
Curtis Advisory Group, LLC 3.90% Add +0.8% 23,415 $13.7M
Madden Advisory Services, Inc. 6.24% Reduce -3.3% 23,244 $13.6M
Kwmg, LLC 1.36% Reduce -0.6% 23,042 $13.5M
Financial Perspectives, Inc 4.66% Reduce -3.4% 22,941 $13.5M
Fca Corp. 4.10% Add +1.2% 22,778 $13.4M
NewEdge Wealth, LLC 0.24% Add +20.7% 22,380 $13.1M
HRT Financial LP 0.07% New 22,355 $13.1M
Dorsey & Whitney Trust CO LLC 0.70% Reduce -0.3% 22,347 $13.1M
Wall Street Financial Group, Inc. 13.60% Add +70.3% 21,992 $12.9M
Beacon Capital Management, LLC 1.83% Add +4.8% 21,948 $12.9M
Triangle Securities Wealth Management 3.33% Reduce -0.4% 21,939 $12.9M
Atlas Capital Advisors Inc. 1.93% Reduce -2.4% 21,515 $12.6M
Aspiriant, LLC 0.48% Reduce -0.4% 21,463 $12.6M
IFS Advisors, LLC 9.94% Add +1.6% 21,406 $12.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 4.87% Reduce -8.9% 21,270 $12.5M
Scotia Capital Inc. 0.07% Reduce -1.3% 21,061 $12.4M
B. Riley Wealth Advisors, Inc. 0.34% Reduce -18.3% 20,980 $12.2M
Chatham Capital Group, Inc. 1.98% Reduce -2.0% 20,653 $12.1M
CoreCap Advisors, LLC 0.57% Reduce -1.1% 20,629 $12.1M
Certified Advisory Corp 1.32% Add +0.4% 20,318 $11.9M
Wheelhouse Advisory Group LLC 7.65% Add +1.6% 20,254 $11.9M
Jones Financial Companies LLLP 0.01% Add +62.9% 20,268 $11.9M
Hobart Private Capital, LLC 3.03% Add +1.1% 20,165 $11.8M
Capital Planning LLC 3.29% Reduce -1.3% 19,971 $11.7M
Bokf, NA 0.20% Add +1.0% 19,801 $11.4M
NewEdge Advisors, LLC 0.07% Add +1.4% 19,383 $11.4M
TD Private Client Wealth LLC 0.32% Add +0.8% 19,265 $11.3M
Sage Mountain Advisors LLC 0.96% No change 19,227 $11.3M
Assetmark, Inc. 0.03% Add +122.8% 19,125 $11.2M
Alexander Labrunerie & Co., Inc. 5.16% Reduce -0.7% 18,971 $11.1M
Bordeaux Wealth Advisors LLC 1.99% Add +0.1% 18,798 $11.0M
First PREMIER Bank 2.68% Reduce -3.4% 18,294 $10.7M
Principle Wealth Partners LLC 0.75% Reduce -2.9% 18,081 $10.6M
First Financial Corp. 5.06% Add +0.0% 18,079 $10.6M
Wedbush Securities Inc. 0.39% Reduce -0.9% 17,995 $10.6M
Perigon Wealth Management, LLC 0.28% New 17,908 $10.5M
Snowden Capital Advisors LLC 0.31% Add +2.5% 17,767 $10.4M
Praetorian Wealth Management, Inc. 2.57% Reduce -4.0% 17,584 $10.3M
Bouchey Financial Group, Ltd. 0.92% Reduce -0.2% 17,520 $10.3M
Advantage Trust Co 6.91% Reduce -6.5% 17,355 $10.2M
Bryn Mawr Trust Advisors, LLC 0.54% Reduce -1.6% 17,204 $10.1M
Arkansas Financial Group, Inc. 1.64% Add +7.1% 17,111 $10.0M
Magnolia Wealth Management, LLC 7.10% Reduce -5.0% 17,028 $10.0M
CIBC Private Wealth Group LLC 0.02% Reduce -0.4% 16,889 $9.9M
Delta Financial Group, Inc. 3.68% Add +3.1% 16,885 $9.9M
Leavell Investment Management, Inc. 0.49% Add +0.6% 16,794 $9.9M
GTS Securities LLC 0.19% New 16,530 $9.7M
Strengthening Families & Communities, LLC 2.48% Add +7.5% 16,485 $9.7M
Focused Wealth Management, Inc 1.28% Reduce -0.0% 16,225 $9.5M
Kingswood Wealth Advisors, LLC 0.68% Add +536.2% 16,159 $9.5M
Glenmede Trust Co. NA 0.05% Add +0.9% 16,079 $9.4M
JBR Co Financial Management Inc 6.17% Reduce -0.7% 16,070 $9.4M
Olistico Wealth, LLC 5.70% Add +3.9% 15,910 $9.3M
Sumitomo Mitsui Financial Group, Inc. 0.21% Reduce -2.8% 15,796 $9.3M
Natixis Advisors, LLC 0.02% Add +16.5% 15,602 $9.2M
Townsquare Capital LLC 0.11% Add +17.5% 15,563 $9.1M
Perennial Investment Advisors, LLC 1.19% Reduce -3.8% 15,558 $9.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -5.9% 15,469 $9.1M
Mgo One Seven LLC 0.39% Reduce -7.4% 15,429 $9.1M
Evergreen Capital Management LLC 0.30% Reduce -0.5% 15,310 $9.0M
Financial Freedom, LLC 4.74% Reduce -1.0% 15,274 $9.0M
EP Wealth Advisors, LLC 0.08% Add +12.7% 15,136 $8.9M
Belpointe Asset Management LLC 0.53% Add +6.9% 15,059 $8.8M
Beacon Pointe Advisors, LLC 0.10% Reduce -0.8% 14,893 $8.7M
Western Wealth Management, LLC 0.49% Add +6.3% 14,611 $8.6M
IFG Advisory, LLC 0.55% Reduce -1.8% 14,592 $8.6M
Oppenheimer & Co. Inc. 0.13% Reduce -0.4% 14,576 $8.5M
Penobscot Wealth Management 4.61% Add +9.8% 14,560 $8.5M
Citadel Advisors 0.01% Add +3177.9% 14,521 $8.5M
US Bancorp \de 0.01% Add +0.9% 14,428 $8.5M
Invst, LLC 1.02% Reduce -7.8% 14,412 $8.5M
HB Wealth Management, LLC 0.09% Add +3.7% 14,152 $8.3M
Quaker Wealth Management, LLC 3.04% — 14,121 $8.3M
Atria Investments, Inc 0.10% Add +11.3% 14,021 $8.2M
Fifth Third Securities, Inc. 0.78% Reduce -4.6% 14,019 $8.2M
Bristlecone Advisors, LLC 0.66% Reduce -0.3% 13,923 $8.2M
Patton Albertson Miller Group, LLC 1.11% Reduce -0.7% 13,910 $8.2M
TRUE Private Wealth Advisors 0.97% Reduce -39.6% 13,909 $8.2M
SWAN Capital LLC 4.01% Reduce -32.3% 13,883 $8.1M
Chevy Chase Trust Holdings, LLC 0.03% No change 13,880 $8.1M
Diversify Wealth Management, LLC 0.78% Add +6.6% 13,520 $8.1M
Carmichael Hill & Associates, Inc. 2.94% Add +4.0% 13,584 $8.0M
J.W. Cole Advisors, Inc. 0.32% Add +5.5% 13,197 $7.7M
Haverford Trust Co 0.07% Add +0.9% 13,084 $7.7M
Advisors Capital Management, LLC 0.12% Add +1.8% 13,039 $7.6M
Naples Global Advisors, LLC 0.71% Add +2.3% 12,984 $7.6M
Cornerstone Advisors Asset Management, LLC 1.68% Add +21.7% 12,938 $7.6M
NWF Advisory Services Inc. 1.10% Add +2.2% 12,931 $7.6M
Culbertson A N & Co. Inc. 1.22% Add +0.3% 12,902 $7.6M
Parallel Advisors, LLC 0.18% Reduce -4.6% 12,894 $7.6M
Vista Investment Management 2.75% Reduce -0.1% 12,446 $7.3M
New Insight Wealth Advisors 3.83% Add +8.6% 12,399 $7.3M
D.A. Davidson & Co. 0.06% Add +2.9% 12,336 $7.2M
D. E. Shaw & Co. 0.01% New 12,259 $7.2M
Gladstone Institutional Advisory LLC 0.35% Reduce -4.4% 12,255 $7.2M
Sabal Trust CO 0.39% Reduce -8.3% 12,206 $7.2M
NorthCrest Asset Manangement, LLC 0.22% Add +0.8% 12,141 $7.1M
Neville Rodie & Shaw Inc. 0.52% Add +3.1% 12,124 $7.1M
Tandem Wealth Advisors LLC 3.55% Reduce -1.1% 11,956 $7.0M
Drucker Wealth 3.0, LLC 1.68% Add +25.9% 11,948 $7.0M
Quintet Private Bank (Europe) S.A. 0.40% Add +16.4% 11,935 $7.0M
Creative Financial Designs Inc. 0.59% Reduce -0.9% 11,927 $7.0M
E&G Advisors, LLC 1.91% Add +3.0% 11,793 $6.9M
Altura Wealth Advisors Inc. 4.53% Add +25.5% 11,788 $6.9M
Bank of New York Mellon Corp 0.00% Add +8.9% 11,708 $6.9M
Richmond Brothers, Inc. 4.22% New 11,665 $6.8M
Mutual Advisors, LLC 0.20% Add +1.8% 11,399 $6.8M
Allworth Financial LP 0.04% Reduce -20.8% 11,594 $6.8M
Oliver Luxxe Assets LLC 1.22% Reduce -0.8% 11,594 $6.8M
IHT Wealth Management, LLC 0.19% Add +11.1% 11,601 $6.8M
Moneta Group Investment Advisors LLC 0.10% Add +14.1% 11,339 $6.7M
Hartford Financial Management Inc. 1.35% Add +0.1% 11,267 $6.6M
Jane Street Group, LLC 0.01% Reduce -3.5% 11,218 $6.6M
Concurrent Investment Advisors, LLC 0.20% Reduce -1.7% 11,212 $6.6M
Flagship Private Wealth, LLC 3.36% Add +0.8% 11,120 $6.5M
Brookstone Capital Management 0.10% Add +29.3% 11,012 $6.5M
Security Financial Services, INC. 1.31% No change 11,010 $6.5M
Breed's Hill Capital LLC 5.25% No change 10,929 $6.4M
Cibc World Market Inc. 0.01% Add +5.9% 10,861 $6.4M
Trilogy Capital Inc. 0.32% Reduce -1.9% 10,768 $6.3M
Kesler, Norman & Wride, LLC 1.23% Reduce -2.1% 10,642 $6.2M
Independent Financial Group, LLC 0.23% Add +8.6% 10,642 $6.2M
Sheridan Capital Management, LLC 4.35% Reduce -0.1% 10,500 $6.2M
Theory Financial LLC 2.71% Add +19.1% 10,563 $6.2M
Concourse Financial Group Securities, Inc. 0.36% Reduce -27.3% 10,427 $6.1M
Raymond James Trust N.A. 0.13% Reduce -0.5% 10,365 $6.1M
Sebold Capital Management, Inc. 3.96% Reduce -2.3% 10,252 $6.0M
Transatlantique Private Wealth LLC 2.29% New 10,232 $6.0M
Quantinno Capital Management LP 0.08% Add +43.5% 10,222 $6.0M
Choreo, LLC 0.09% Reduce -1.5% 10,468 $6.0M
Ausdal Financial Partners, Inc. 0.62% Reduce -0.3% 10,190 $6.0M
Ameritas Advisory Services, LLC 0.26% Reduce -14.2% 10,161 $6.0M
First Bancorp, Inc 4.12% Add +2.0% 10,112 $5.9M
Raab & Moskowitz Asset Management LLC 1.50% Reduce -0.1% 10,099 $5.9M
Bank of New Hampshire 1.47% Reduce -0.0% 10,027 $5.9M
BNP Paribas Financial Markets 0.01% Add +3.0% 9,990 $5.9M
Exchange Traded Concepts, LLC 0.14% No change 9,980 $5.9M
Kingsview Wealth Management, LLC 0.12% Reduce -5.1% 9,912 $5.8M
Flputnam Investment Management Co. 0.10% Reduce -19.6% 9,510 $5.7M
Pallas Capital Advisors LLC 0.24% Reduce -3.4% 9,498 $5.7M
Signature Estate & Investment Advisors LLC 0.13% Add +1.7% 9,650 $5.7M
Edge Capital Group, LLC 0.25% Reduce -72.2% 9,577 $5.6M
MMBG Investment Advisors Co. 0.58% Reduce -2.1% 9,550 $5.6M
Prudential PLC 0.03% Reduce -4.2% 9,439 $5.5M
Tranquilli Financial Advisor LLC 3.46% Add +0.8% 9,414 $5.5M
Proficio Capital Partners LLC 0.55% Reduce -1.3% 9,353 $5.5M
Syon Capital LLC 0.48% Reduce -13.2% 9,336 $5.5M
Optimum Investment Advisors 2.36% Add +2.5% 9,299 $5.5M
Modera Wealth Management, LLC 0.07% New 9,244 $5.4M
FPC Investment Advisory, Inc. 4.60% Add +7.3% 9,330 $5.4M
Strategic Blueprint, LLC 0.34% Add +8.7% 9,204 $5.4M
Wulff, Hansen & Co. 4.88% Reduce -0.9% 9,177 $5.4M
World Investment Advisors 0.17% Add +439.4% 9,088 $5.3M
Prime Capital Investment Advisors, LLC 0.08% Add +9.0% 9,086 $5.3M
Prospera Financial Services Inc 0.14% Reduce -5.0% 9,034 $5.3M
Eley Financial Management, Inc 2.13% Reduce -5.5% 9,019 $5.3M
Titleist Asset Management, LLC 0.77% Add +7.8% 9,014 $5.3M
MY Wealth Management Inc. 5.36% Reduce -0.3% 9,002 $5.3M
Diversified, LLC 0.57% Reduce -4.3% 8,862 $5.2M
Diversified Enterprises, LLC 0.57% — 8,862 $5.2M
AE Wealth Management LLC 0.05% Add +4.7% 8,779 $5.1M
Bessemer Group Inc. 0.01% Reduce -1.7% 8,768 $5.1M
CreativeOne Wealth, LLC 0.17% Add +93.5% 8,673 $5.1M
Sound Stewardship, LLC 2.84% Reduce -1.2% 8,634 $5.1M
Commerce Bank 0.03% Add +0.5% 8,592 $5.0M
Stratos Wealth Advisors, LLC 0.23% Add +14.2% 8,502 $5.0M
Empower Advisory Group, LLC 0.02% Add +4.6% 8,442 $5.0M
Wealthspire Retirement, LLC 0.40% Reduce -0.9% 8,436 $4.9M
Grayhawk Investment Strategies Inc. 7.70% New 8,406 $4.9M
Valley National Advisers Inc. 0.89% Reduce -2.6% 8,399 $4.9M
Financial Advisory Partners, LLC 1.63% Add +1.2% 8,368 $4.9M
Independent Order of Foresters 2.83% No change 8,355 $4.9M
Macquarie Group Ltd. 0.01% No change 8,355 $4.9M
O'shaughnessy Asset Management, LLC 0.04% Add +18.9% 8,012 $4.9M
Joel Isaacson & Co., LLC 0.23% Add +0.1% 8,302 $4.9M
Marion Wealth Management 1.29% Add +2.9% 8,258 $4.8M
Bartlett & Co. Wealth Management LLC 0.07% Add +2.5% 8,194 $4.8M
Foundations Investment Advisors, LLC 0.10% Add +18.6% 8,172 $4.8M
Sigma Planning Corp 0.15% Add +5.5% 8,145 $4.8M
Mather Group, Llc. 0.06% Reduce -23.1% 7,975 $4.7M
Acorn Creek Capital LLC 2.43% Reduce -0.0% 7,822 $4.6M
Cornerstone Advisors, LLC 0.18% New 7,800 $4.6M
Williams Jones Wealth Management, LLC. 0.05% Reduce -11.7% 7,687 $4.5M
Fingerlakes Wealth Management, Inc. 3.75% Reduce -2.5% 7,684 $4.5M
Strategic Investment Solutions, Inc. 1.34% Reduce -3.0% 7,639 $4.5M
Wealthcare Advisory Partners LLC 0.13% Add +0.1% 7,593 $4.5M
Hyperion Partners, LLC 2.84% Add +4.6% 7,589 $4.5M
Summit Trail Advisors, LLC 0.11% Add +3.7% 7,552 $4.4M
Focus Financial Network, Inc. 0.18% Reduce -10.7% 7,498 $4.4M
Trinity Legacy Partners, LLC 1.12% Add +1.6% 7,182 $4.4M
McNaughton Wealth Management, LLC 2.09% Reduce -2.0% 7,335 $4.3M
Avidian Wealth Enterprises, LLC 0.19% Add +3.4% 7,305 $4.3M
&partners 0.08% Add +34.9% 7,275 $4.3M
N.E.W. Advisory Services LLC 0.42% Reduce -5.1% 7,271 $4.3M
Davis Investment Partners, LLC 1.77% Reduce -0.5% 7,339 $4.2M
SeaCrest Wealth Management, LLC 0.45% Add +12.2% 7,165 $4.2M
Parker Investment Management, LLC 0.67% Reduce -5.0% 7,111 $4.2M
Visionary Wealth Advisors 0.25% Reduce -1.9% 7,106 $4.2M
CENTRAL TRUST Co 0.10% Reduce -1.2% 7,055 $4.1M
Old National Bancorp 0.10% Reduce -4.0% 7,037 $4.1M
Merit Financial Group, LLC 0.09% Add +5.2% 7,003 $4.1M
Highline Wealth Partners LLC 1.37% Add +2.5% 6,980 $4.1M
Chicago Partners Investment Group LLC 0.15% Reduce -1.1% 6,850 $4.1M
Evolution Wealth Advisors, LLC 0.73% Reduce -0.5% 6,898 $4.0M
Cwm, LLC 0.02% Add +1.7% 6,885 $4.0M
DAVENPORT & Co LLC 0.02% Reduce -1.6% 6,827 $4.0M
Barclays PLC 0.00% Reduce -75.9% 6,814 $4.0M
Smith Salley Wealth Management 0.26% Reduce -1.7% 6,804 $4.0M
Associated Banc-Corp 0.12% Reduce -0.6% 6,797 $4.0M
Caprock Group, LLC 0.14% Reduce -4.3% 6,753 $4.0M
Asset Management Group, Inc. 0.56% Reduce -1.8% 6,736 $4.0M
Patriot Investment Management Group, Inc. 0.29% No change 6,713 $3.9M
Dagco, Inc. 1.61% Reduce -0.1% 6,667 $3.9M
Wedmont Private Capital 0.22% Add +1.7% 6,723 $3.9M
Certuity, LLC 0.42% Reduce -5.9% 6,585 $3.9M
Main Street Financial Solutions, LLC 0.35% Reduce -5.1% 6,578 $3.9M
Quantitative Investment Management, LLC 0.38% New 6,563 $3.8M
Meitav Investment House Ltd. 0.06% Add +2.3% 6,562 $3.8M
Daymark Wealth Partners, LLC 0.16% Reduce -2.7% 6,552 $3.8M
Idaho Trust Co 1.85% Reduce -4.0% 6,522 $3.8M
MontVue Capital Management, Inc. 2.94% No change 6,520 $3.8M
Sierra Capital LLC 0.45% No change 6,410 $3.8M
Bellevue Asset Management, LLC 1.93% Add +0.8% 6,402 $3.8M
Ignite Planners, LLC 0.85% Add +12.7% 6,362 $3.7M
Sanctuary Wealth Management, L.L.C. 2.65% Reduce -4.1% 6,316 $3.7M
McAdam, LLC 0.21% Reduce -6.2% 6,264 $3.7M
Private Portfolio Partners LLC 0.69% Add +4.6% 6,261 $3.7M
Transcend Capital Advisors, LLC 0.24% Reduce -3.8% 6,213 $3.6M
Simmons Bank 0.26% Reduce -0.3% 6,122 $3.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.8% 6,122 $3.6M
Capital Advisors Inc. 0.07% Add +2.6% 6,066 $3.6M
IFP Advisors, Inc 0.13% Add +11.2% 6,012 $3.5M
Tradewinds, LLC. 1.08% Reduce -10.2% 5,975 $3.5M
PFG Advisors 0.22% Reduce -0.9% 5,927 $3.5M
Sandy Spring Bank 0.14% Add +3.4% 5,911 $3.5M
Etfidea, LLC 1.08% Add +0.3% 5,822 $3.4M
Salomon & Ludwin, LLC 0.35% Reduce -25.9% 5,818 $3.4M
Clifford Group, LLC 2.64% Reduce -27.1% 5,790 $3.4M
Barings LLC 0.08% Add +51.0% 5,780 $3.4M
Shira Ridge Wealth Management 1.72% Add +0.4% 5,737 $3.4M
Apexium Financial, LP 0.22% Add +0.1% 5,611 $3.3M
Freestone Capital Holdings, LLC 0.11% Add +3.2% 5,614 $3.3M
Vanguard Group Inc. 0.00% Add +8.4% 5,578 $3.3M
Birchcreek Wealth Management, LLC 2.14% Add +0.9% 5,566 $3.3M
Global Wealth Management, LLC 2.20% — 5,550 $3.3M
Global Retirement Partners, LLC 0.10% Reduce -25.2% 5,543 $3.3M
Rehmann Capital Advisory Group 0.21% Add +6.3% 5,482 $3.2M
Rathbones Group PLC 0.02% Add +2.5% 5,466 $3.2M
NorthRock Partners, LLC 0.11% Reduce -3.4% 5,440 $3.2M
Manchester Capital Management LLC 0.37% Reduce -0.7% 5,440 $3.2M
BlackRock, Inc. 0.00% — 5,436 $3.2M
Oak Harvest Investment Services 0.46% Add +18.9% 5,430 $3.2M
Dakota Wealth Management 0.07% Add +18.4% 5,425 $3.2M
Absolute Capital Management, LLC 1.89% Reduce -6.0% 5,421 $3.2M
Insigneo Advisory Services, LLC 0.32% Add +55.0% 5,413 $3.2M
New England Private Wealth Advisors LLC 0.51% Add +1.8% 5,400 $3.2M
Neuberger Berman Group LLC 0.00% Add +4.3% 5,394 $3.2M
Ballast, Inc. 0.90% Reduce -0.3% 5,386 $3.2M
Steel Grove Capital Advisors, LLC 0.44% Reduce -3.2% 5,393 $3.2M
Wealthspire Advisors, LLC 0.03% Add +7.9% 5,341 $3.1M
Evoke Wealth, LLC 0.09% New 5,320 $3.1M
Premier Path Wealth Partners, LLC 0.49% Add +3.5% 5,318 $3.1M
Rwa Wealth Partners, LLC 0.04% Reduce -1.3% 5,270 $3.1M
Lam Group, Inc. 2.18% Reduce -1.2% 5,255 $3.1M
Hilltop Holdings Inc. 0.20% Add +39.4% 5,237 $3.1M
Thomasville National Bank 0.23% No change 5,234 $3.1M
Jacobi Capital Management LLC 0.23% Add +2.4% 5,234 $3.1M
Savant Capital, LLC 0.03% Add +74.1% 5,196 $3.0M
Cozad Asset Management Inc. 0.29% No change 5,189 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -24.6% 5,146 $3.0M
Wolff Financial Management LLC 0.82% Add +0.1% 5,132 $3.0M
Stonebridge Financial Planning Group, LLC 1.43% Reduce -0.8% 5,130 $3.0M
Houlihan Financial Resource Group, Ltd. 1.23% Add +0.0% 5,068 $3.0M
Apollon Financial, LLC 0.86% Reduce -0.7% 5,007 $2.9M
Soltis Investment Advisors LLC 0.29% Add +360.9% 4,992 $2.9M
First Horizon Advisors, Inc. 0.08% Reduce -0.5% 4,975 $2.9M
Insight Advisors, LLC/ PA 0.51% Add +2.0% 4,971 $2.9M
Bray Capital Advisors 0.71% No change 4,970 $2.9M
Mainsail Asset Management, LLC 2.16% Reduce -1.4% 4,962 $2.9M
Archford Capital Strategies, LLC 0.44% Reduce -9.3% 4,765 $2.9M
Zhang Financial LLC 0.18% Reduce -0.3% 4,917 $2.9M
Peachtree Investment Partners, LLC 1.08% Add +6.8% 4,902 $2.9M
FRG Family Wealth Advisors LLC 0.51% Reduce -23.6% 4,899 $2.9M
Cora Capital Advisors LLC 1.41% No change 4,890 $2.9M
Checchi Capital Advisers, LLC 0.21% Reduce -0.1% 4,881 $2.9M
Keybank National Association 0.01% Reduce -10.5% 4,877 $2.9M
Ciovacco Capital Management LLC 1.67% Add +2.1% 4,874 $2.9M
Magnus Financial Group LLC 0.29% Add +16.8% 4,862 $2.9M
Retirement Planning Group, LLC 0.15% Add +2.7% 4,852 $2.8M
Schrum Private Wealth Management LLC 1.46% Add +41.7% 4,828 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -1.4% 4,782 $2.8M
Geneos Wealth Management Inc. 0.11% Add +325.6% 4,762 $2.8M
NBT Bank, N.A. 0.19% Add +2.6% 4,751 $2.8M
JNBA Financial Advisors 0.28% Add +1.8% 4,680 $2.7M
Thrivent Financial for Lutherans 0.01% Add +15.0% 4,673 $2.7M
Ascent Group, LLC 0.21% Reduce -12.6% 4,656 $2.7M
BTG Pactual Asset Management US LLC 0.40% New 6,169 $2.7M
Mission Wealth Management, LP 0.07% Reduce -11.7% 4,652 $2.7M
Cary Street Partners Investment Advisory LLC 0.10% Add +66.6% 4,633 $2.7M
CWA Asset Management Group, LLC 0.14% — 4,622 $2.7M
Citizens Financial Group Inc. 0.05% Add +14.4% 4,601 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.8% 4,543 $2.7M
Waldron Private Wealth LLC 0.11% Reduce -3.6% 4,510 $2.6M
High Net Worth Advisory Group LLC 0.74% Add +43.0% 4,512 $2.6M
Lodestar Private Asset Management LLC 0.34% Reduce -0.2% 4,502 $2.6M
RBA Wealth Management, LLC 1.02% Add +5.9% 4,498 $2.6M
Focus Partners Advisor Solutions, LLC 0.05% Add +4.0% 4,436 $2.6M
Curated Wealth Partners LLC 0.33% Reduce -1.7% 4,430 $2.6M
Resolute Advisors LLC 0.53% Add +0.5% 4,416 $2.6M
Gray Wealth Management Inc. 1.02% Add +4.6% 4,396 $2.6M
Compound Planning, Inc. 0.16% Add +0.6% 4,390 $2.6M
Retirement Guys Formula LLC 1.18% Add +7.6% 4,342 $2.5M
TD Waterhouse Canada Inc. 0.02% Reduce -6.0% 4,426 $2.5M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -2.6% 4,300 $2.5M
Gotham Asset Management 0.03% New 4,300 $2.5M
Smith, Moore & Co. 0.24% Add +3.7% 4,277 $2.5M
Liberty Wealth Management LLC 0.43% Reduce -98.6% 4,273 $2.5M
Mesirow Financial Investment Management, Inc. 0.05% Add +100.6% 4,266 $2.5M
Compass Ion Advisors, LLC 0.31% Add +3.7% 4,257 $2.5M
Ayalon Insurance Comp Ltd. 0.78% No change 4,246 $2.5M
Tsfg, LLC 0.54% Reduce -7.6% 4,244 $2.5M
Cutter & CO Brokerage, Inc. 0.56% Reduce -5.2% 4,200 $2.5M
J. Safra Sarasin Holding AG 0.04% No change 4,183 $2.5M
Whittier Trust Co. 0.03% Reduce -2.8% 4,164 $2.4M
Laidlaw Wealth Management LLC 1.20% Reduce -1.7% 4,121 $2.4M
Peregrine Asset Advisers, Inc. 0.83% No change 4,118 $2.4M
Clearstead Advisors, LLC 0.04% Add +0.4% 4,109 $2.4M
Essex Financial Services, Inc. 0.17% Reduce -0.2% 3,973 $2.4M
Lazard Asset Management LLC 0.00% No change 4,100 $2.4M
GPM Growth Investors, Inc. 1.00% Reduce -3.0% 4,096 $2.4M
One Charles Private Wealth Services, LLC 0.90% Add +1.9% 4,040 $2.4M
Symphony Financial Services, Inc. 2.01% Add +2.5% 4,035 $2.4M
Blackston Financial Advisory Group, LLC 1.22% New 4,030 $2.4M
Venture Visionary Partners LLC 0.10% Reduce -0.8% 4,009 $2.4M
Gryphon Financial Partners LLC 0.32% Reduce -2.0% 4,000 $2.3M
Stephens Inc. 0.03% Reduce -0.5% 3,988 $2.3M
Center for Financial Planning, Inc. 0.32% Add +1.4% 3,977 $2.3M
National Wealth Management Group, LLC 1.57% Reduce -1.8% 3,952 $2.3M
Sharper & Granite LLC 1.03% Reduce -0.7% 3,933 $2.3M
Hazlett, Burt & Watson, Inc. 1.06% Add +0.1% 3,926 $2.3M
Centaurus Financial, Inc. 0.15% Reduce -19.8% 3,891 $2.3M
Physician Wealth Advisors, Inc. 0.41% Add +2.0% 3,822 $2.3M
Douglass Winthrop Advisors, LLC 0.04% No change 3,875 $2.3M
SOA Wealth Advisors, LLC. 0.43% Reduce -2.4% 3,871 $2.3M
Bleakley Financial Group, LLC 0.07% Reduce -0.5% 3,868 $2.3M
L. Roy Papp & Associates, LLP 0.27% No change 3,835 $2.2M
Christensen, King & Associates Investment Services, Inc. 1.06% Reduce -5.5% 3,824 $2.2M
CW Advisors, LLC 0.03% Add +76.4% 3,820 $2.2M
tru Independence LLC 0.65% Add +6.3% 3,812 $2.2M
Main Management LLC 0.18% Reduce -5.9% 3,806 $2.2M
Tower View Wealth Management LLC 1.22% Add +9.9% 3,784 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -17.6% 3,778 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -17.6% 3,778 $2.2M
Cornerstone Wealth Management, LLC 0.16% Add +1.3% 3,768 $2.2M
TruWealth Advisors, LLC 0.13% Add +1.3% 3,725 $2.2M
Valeo Financial Advisors, LLC 0.06% Reduce -6.0% 3,716 $2.2M
Valmark Advisers, Inc. 0.03% Reduce -0.2% 3,704 $2.2M
Financial Advocates Investment Management 0.12% Add +7.5% 3,860 $2.2M
Flagship Harbor Advisors, LLC 0.12% Reduce -2.6% 3,678 $2.2M
Leelyn Smith, LLC 0.39% No change 3,655 $2.1M
WMS Partners, LLC 0.12% Add +40.2% 3,640 $2.1M
SouthState Bank Corp 0.15% No change 3,602 $2.1M
Joule Financial, LLC 0.77% Reduce -45.0% 3,594 $2.1M
Crestwood Advisors Group, LLC 0.04% Reduce -0.1% 3,586 $2.1M
Tidal Investments LLC 0.02% New 3,571 $2.1M
Nwam LLC 0.13% New 3,563 $2.1M
Aptus Capital Advisors, LLC 0.03% Add +2.5% 3,560 $2.1M
Axxcess Wealth Management, LLC 0.05% Reduce -22.8% 3,560 $2.1M
Garde Capital, Inc. 0.14% Reduce -2.8% 3,559 $2.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +26.1% 3,553 $2.1M
Good Life Advisors, LLC 0.13% Add +2.0% 3,541 $2.1M
Bright Financial Advisors, Inc. 1.31% No change 3,525 $2.1M
Moseley Investment Management Inc. 0.82% Reduce -9.0% 3,514 $2.1M
Elevation Capital Advisory, LLC 0.90% Add +0.9% 3,471 $2.0M
Redwood Financial Network Corp 1.59% Reduce -0.6% 3,466 $2.0M
Silver Oak Securities, Incorporated 0.21% Add +57.0% 3,447 $2.0M
Squarepoint Ops LLC 0.01% Add +15.5% 3,427 $2.0M
W Advisors, LLC 1.23% Add +12.9% 3,419 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -2.2% 3,416 $2.0M
Sunbelt Securities, Inc. 0.19% Add +2.9% 3,367 $2.0M
Heritage Investment Group, Inc. 0.37% No change 3,360 $2.0M
Clifford Swan Investment Counsel LLC 0.07% No change 3,358 $2.0M
Avantax Planning Partners, Inc. 0.07% Reduce -43.4% 3,355 $2.0M
Darrow Company, Inc. 1.14% No change 3,363 $2.0M
BLB&B Advisors, LLC 0.10% Add +1.8% 3,352 $2.0M
Financial Counselors Inc. 0.03% Reduce -4.7% 3,350 $2.0M
Atticus Wealth Management, LLC 0.63% Reduce -0.2% 3,343 $2.0M
Cantor Fitzgerald Investment Advisors L.P. 0.13% New 3,323 $1.9M
Relyea Zuckerberg Hanson LLC 0.30% Add +0.1% 3,321 $1.9M
Kovack Advisors, Inc. 0.20% Add +6.8% 3,299 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -5.7% 3,293 $1.9M
Wealth Management Associates, Inc. 0.85% Reduce -2.6% 3,286 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +6.6% 3,278 $1.9M
Deutsche Bank AG 0.00% No change 3,275 $1.9M
Busey Bank 0.06% No change 3,272 $1.9M
Strategic Family Wealth Counselors, L.L.C. 0.67% Add +4.5% 3,262 $1.9M
Composition Wealth, LLC 0.04% Add +11.7% 3,259 $1.9M
Win Advisors, Inc. 0.90% Reduce -4.2% 3,256 $1.9M
Farther Finance Advisors, LLC 0.07% Add +42.7% 3,250 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +35.5% 3,241 $1.9M
Apollon Wealth Management, LLC 0.05% Reduce -2.3% 3,240 $1.9M
Long Island Wealth Management, Inc. 1.24% Reduce -59.2% 3,226 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -1.6% 3,200 $1.9M
Institute for Wealth Management, LLC. 0.24% Add +3.2% 3,192 $1.9M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -4.3% 3,189 $1.9M
LPWM LLC 0.61% Reduce -0.2% 3,206 $1.9M
Concentrum Wealth Management 0.71% Add +60.0% 3,119 $1.8M
Round Rock Advisors LLC 0.42% Reduce -0.3% 3,094 $1.8M
HF Advisory Group, LLC 0.84% Add +9.1% 3,092 $1.8M
Waverly Advisors, LLC 0.03% Reduce -2.0% 3,085 $1.8M
Strategic Financial Concepts, LLC 0.58% Reduce -99.8% 3,081 $1.8M
MBL Wealth, LLC 0.19% Reduce -0.7% 3,058 $1.8M
Meridian Investment Counsel Inc. 0.54% Reduce -4.4% 3,043 $1.8M
Choate Investment Advisors 0.05% No change 3,042 $1.8M
Evanson Asset Management, LLC 0.12% Add +5.0% 3,007 $1.8M
Panoramic Investment Advisors, LLC 1.21% — 2,988 $1.8M
Citizens National Bank Trust Department 0.37% Reduce -0.6% 2,985 $1.8M
Franklin Resources Inc. 0.00% Reduce -5.6% 2,831 $1.7M
Mitchell Sinkler & Starr 0.43% Add +8.1% 2,933 $1.7M
Lanark Financial, Inc. 0.14% Reduce -0.9% 2,931 $1.7M
Indiana Trust & Investment Management Co 0.59% No change 2,928 $1.7M
JTC Employer Solutions Trustee Ltd 0.11% Add +19.6% 2,906 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -13.7% 2,854 $1.7M
Pathway Financial Advisors LLC 0.43% No change 2,852 $1.7M
Community Bank, N.A. 0.21% Add +7.9% 2,850 $1.7M
BOS Asset Management, LLC 0.60% Reduce -44.8% 2,784 $1.6M
AlTi Global, Inc. 0.04% Add +0.1% 2,764 $1.6M
Hennion & Walsh Asset Management, Inc. 0.08% Add +4.5% 2,763 $1.6M
Hanover Advisors Inc. 0.68% Add +4.7% 2,755 $1.6M
Next Capital Management LLC 0.66% New 2,755 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.30% No change 2,750 $1.6M
PFG Investments, LLC 0.10% Reduce -62.6% 2,746 $1.6M
City State Bank 0.59% Reduce -3.4% 2,745 $1.6M
Pacific Sun Financial Corp 0.88% Add +0.4% 2,735 $1.6M
Rational Advisors, Inc. 0.16% Add +110.9% 2,729 $1.6M
TTP Investments, Inc. 0.55% No change 2,716 $1.6M
Summit Financial, LLC 0.06% Add +333.9% 2,712 $1.6M
Meridian Wealth Management, LLC 0.08% Add +221.9% 2,694 $1.6M
Northeast Financial Consultants Inc 0.07% Reduce -14.9% 2,686 $1.6M
Affiance Financial, LLC 0.38% Add +0.4% 2,685 $1.6M
First National Trust Co 0.06% Add +3.7% 2,680 $1.6M
Cadent Capital Advisors, LLC 0.53% Add +9.6% 2,674 $1.6M
One Day In July LLC 0.17% Add +3.4% 2,653 $1.6M
Avestar Capital, LLC 0.17% No change 2,650 $1.6M
Woodward Diversified Capital, LLC 0.99% Reduce -7.0% 2,650 $1.6M
Union Savings Bank 0.76% No change 2,628 $1.5M
Founders Financial Securities LLC 0.14% Reduce -21.8% 2,628 $1.5M
Hoxton Planning & Management, LLC 0.59% New 2,594 $1.5M
Baker Avenue Asset Management, LP 0.05% Add +195.9% 2,586 $1.5M
North Star Investment Management Corp. 0.10% Add +3.8% 2,557 $1.5M
Autumn Glory Partners, LLC 0.58% No change 2,553 $1.5M
CRA Financial Services, LLC 0.27% Reduce -0.6% 2,551 $1.5M
Regions Financial Corp. 0.01% Add +0.9% 2,547 $1.5M
Tritonpoint Wealth, LLC 0.14% Reduce -2.4% 2,540 $1.5M
Proffitt & Goodson Inc. 0.24% Add +6.3% 2,535 $1.5M
Financial Engines Advisors L.L.C. 0.00% Add +13.7% 2,531 $1.5M
National Philanthropic Trust 0.03% No change 2,530 $1.5M
Orleans Capital Management Corp. 0.84% Reduce -3.8% 2,529 $1.5M
Rinkey Investments 0.48% Add +13.2% 2,519 $1.5M
Regent Peak Wealth Advisors LLC 0.34% Reduce -7.8% 2,505 $1.5M
Bay Harbor Wealth Management, LLC 0.48% No change 2,495 $1.5M
LM Advisors LLC 0.30% No change 2,485 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +4.3% 2,478 $1.5M
Cardiff Park Advisors, LLC 0.13% Add +1.5% 2,469 $1.4M
Zullo Investment Group, Inc. 0.60% Reduce -0.4% 2,466 $1.4M
WMG Financial Advisors, LLC 0.65% Reduce -3.2% 2,454 $1.4M
Park Avenue Securities LLC 0.02% Add +3.2% 2,453 $1.4M
Appleton Partners Inc. 0.10% No change 2,415 $1.4M
Rockwood Wealth Management, LLC 0.16% Add +28.6% 2,410 $1.4M
Valley Wealth Managers, Inc. 0.10% Reduce -3.7% 2,405 $1.4M
Gateway Advisory, LLC 0.23% No change 2,388 $1.4M
Millennium Management 0.00% New 2,388 $1.4M
Moors & Cabot, Inc. 0.07% Add +6.5% 2,386 $1.4M
American Institute for Advanced Investment Management, LLP 1.00% Add +0.2% 2,384 $1.4M
Consolidated Portfolio Review Corp 0.31% Reduce -5.1% 2,382 $1.4M
McGuire Investment Group, LLC 0.20% Add +2.9% 2,371 $1.4M
Larson Financial Group LLC 0.08% Add +46.1% 2,368 $1.4M
Obsidian Cio, LLC 0.29% Add +3.1% 2,365 $1.4M
FourThought Financial Partners, LLC 0.16% Add +0.0% 2,348 $1.4M
Charter Oak Capital Management, LLC 0.13% Reduce -8.6% 2,343 $1.4M
Mainstream Capital Management LLC 1.17% — 2,340 $1.4M
Prio Wealth Limited Partnership 0.04% No change 2,332 $1.4M
Goepper Burkhardt LLC 0.56% Add +18.5% 2,322 $1.4M
Arkadios Wealth Advisors 0.08% Add +3.9% 2,321 $1.4M
Simon Quick Advisors, LLC 0.09% Reduce -3.6% 2,317 $1.4M
RiverFront Investment Group, LLC 0.03% New 2,317 $1.4M
Berkeley Capital Partners, LLC 0.39% Add +0.3% 2,314 $1.4M
Embree Financial Group 0.24% Add +0.0% 2,310 $1.4M
Elevatus Welath Management 0.44% Add +10.3% 2,302 $1.4M
Austin Wealth Management, LLC 0.30% Add +0.2% 2,333 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -4.3% 2,294 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -7.0% 2,288 $1.3M
Trust Point Inc. 0.10% Add +0.3% 2,287 $1.3M
Fischer Investment Strategies, LLC 1.15% New 2,282 $1.3M
HM Payson & Co. 0.02% No change 2,278 $1.3M
Arlington Trust Co LLC 0.29% No change 2,256 $1.3M
Unique Wealth Strategies, LLC 0.57% Add +0.4% 2,248 $1.3M
QRG Capital Management, Inc. 0.01% Add +9.1% 2,241 $1.3M
Fonville Wealth Management LLC 0.45% Add +11.4% 2,240 $1.3M
RFG Advisory, LLC 0.04% Reduce -7.9% 2,229 $1.3M
SignalPoint Asset Management, LLC 0.31% Add +53.3% 2,235 $1.3M
Berger Financial Group, Inc 0.09% Reduce -0.6% 2,225 $1.3M
Redwood Investment Management, LLC 0.11% Add +0.1% 2,195 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,192 $1.3M
Safeguard Financial, LLC 0.30% Add +15.4% 2,191 $1.3M
Falcon Wealth Planning 0.15% Add +9.6% 2,189 $1.3M
Allied Investment Advisors, LLC 0.25% No change 2,187 $1.3M
Childress Capital Advisors, LLC 0.34% No change 2,178 $1.3M
Gallacher Capital Management LLC 0.58% Reduce -2.3% 2,165 $1.3M
PDS Planning, Inc 0.11% Reduce -1.6% 2,155 $1.3M
Beacon Financial Advisory LLC 0.43% Add +6.3% 2,153 $1.3M
Carnegie Investment Counsel 0.04% Reduce -0.4% 2,152 $1.3M
Madison Wealth Partners, Inc 0.37% Add +8.5% 2,140 $1.3M
Altus Wealth Management, LLC 0.58% Reduce -0.9% 2,122 $1.2M
GC Wealth Management RIA, LLC 0.22% Add +0.1% 2,116 $1.2M
Keystone Financial Group 0.16% New 2,113 $1.2M
Riversedge Advisors, LLC 0.28% Reduce -3.2% 2,098 $1.2M
WealthCare Investment Partners, LLC 0.53% Reduce -1.9% 2,101 $1.2M
Realta Investment Advisors 0.56% Reduce -31.1% 1,996 $1.2M
Journey Advisory Group, LLC 0.15% No change 2,103 $1.2M
Tradition Wealth Management, LLC 0.11% Add +11.1% 2,057 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +302.6% 2,053 $1.2M
Retirement Planning Co of New England, Inc. 0.59% Add +0.9% 2,037 $1.2M
Financial Consulate, Inc. 0.32% No change 2,034 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +0.7% 2,022 $1.2M
Executive Wealth Management, LLC 0.09% Add +62.3% 2,008 $1.2M
Castle Wealth Management LLC 0.47% Reduce -1.2% 2,005 $1.2M
DLK Investment Management, LLC 0.45% Reduce -1.4% 2,001 $1.2M
Sovereign Financial Group, Inc. 0.27% Reduce -2.8% 1,998 $1.2M
Private Wealth Advisors, LLC 0.48% Reduce -3.8% 2,049 $1.2M
Outlook Wealth Advisors, LLC 0.34% Add +18.2% 1,994 $1.2M
Elm Partners Management LLC 0.08% Add +22.8% 1,993 $1.2M
GeoWealth Management, LLC 0.04% Reduce -19.0% 1,984 $1.2M
Davis R M Inc. 0.02% No change 1,974 $1.2M
Capital Square, LLC 0.70% Add +24.6% 1,968 $1.2M
Csenge Advisory Group 0.06% Reduce -1.3% 1,923 $1.2M
PBMares Wealth Management LLC 0.24% Add +0.7% 1,965 $1.2M
FineMark National Bank & Trust 0.04% Add +57.3% 1,961 $1.2M
Maiden Cove Capital, LLC 1.78% Add +35.5% 1,948 $1.1M
Riverpoint Wealth Management Holdings, LLC 0.29% Add +0.1% 1,922 $1.1M
Strategies Wealth Advisors, LLC 0.15% Reduce -5.0% 1,916 $1.1M
Towerpoint Wealth, LLC 0.53% Add +0.1% 1,910 $1.1M
Aviso Wealth Management 0.61% Reduce -19.1% 1,907 $1.1M
Gill Capital Partners, LLC 0.40% No change 1,882 $1.1M
SYM FINANCIAL Corp 0.15% No change 1,880 $1.1M
Rockland Trust Co. 0.05% No change 1,879 $1.1M
JB Capital LLC 0.06% Add +0.8% 1,877 $1.1M
Index Fund Advisors, Inc. 0.06% Add +1.2% 1,874 $1.1M
Debussy Capital Management LP 0.32% Add +23.4% 1,864 $1.1M
Black Diamond Financial, LLC 0.19% Add +21.7% 1,860 $1.1M
Goldstone Financial Group, LLC 0.19% Reduce -10.4% 1,839 $1.1M
PCA Investment Advisory Services Inc. 0.51% Add +0.1% 1,838 $1.1M
Latko Wealth Management, Ltd. 0.65% — 1,821 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% No change 1,818 $1.1M
Key Financial Inc 0.24% No change 1,817 $1.1M
ORBA Wealth Advisors, L.L.C. 0.54% Reduce -1.4% 1,815 $1.1M
Pure Financial Advisors, LLC 0.03% Add +3.8% 1,815 $1.1M
Legacy Wealth Management, LLC / MS 0.39% New 1,792 $1.1M
HCR Wealth Advisors 0.13% Add +21.2% 1,745 $1.0M
Ledyard National Bank 0.09% Add +0.8% 1,738 $1.0M
Latitude Advisors, LLC 0.58% Add +7.5% 1,737 $1.0M
FFG Retirement Advisors LLC 0.66% Reduce -14.8% 1,729 $1.0M
Market Street Wealth Management Advisors LLC 0.17% No change 1,727 $1.0M
Private Wealth Partners, LLC 0.08% No change 1,723 $1.0M
Cutler Investment Counsel LLC 0.13% Reduce -14.9% 1,716 $1.0M
Brighton Jones LLC 0.04% Reduce -13.2% 1,715 $1.0M
Belvedere Trading LLC 0.06% Reduce -71.5% 1,711 $1.0M
Capstone Wealth Management Group, LLC 0.59% No change 1,706 $1.0M
Susquehanna International Group, LLP 0.00% New 1,702 $998K
Selway Asset Management 0.39% Add +6.3% 1,700 $997K
Confluence Wealth Services, Inc. 0.07% Reduce -18.3% 1,693 $993K
American Capital Advisory, LLC 0.57% Reduce -16.9% 1,687 $989K
Conservest Capital Advisors, Inc. 0.10% No change 1,883 $987K
Capital Investment Advisors, LLC 0.02% Add +5.8% 1,668 $978K
Greenleaf Trust 0.01% Add +13.6% 1,667 $978K
Cookson Peirce & Co. Inc. 0.05% Add +0.6% 1,665 $977K
Cassaday & Co Wealth Management LLC 0.03% Reduce -8.4% 1,660 $974K
Signal Advisors Wealth, LLC 0.14% New 1,658 $972K
Ingalls & Snyder LLC 0.04% No change 1,645 $965K
Americana Partners, LLC 0.07% Add +1.2% 1,645 $965K
Arkos Global Advisors 0.14% Reduce -1.0% 1,640 $962K
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.3% 1,634 $958K
Goelzer Investment Management, Inc. 0.05% Add +3.5% 1,626 $954K
Chapin Davis, Inc. 0.31% No change 1,609 $944K
Corbyn Investment Management Inc. 0.42% Add +1.1% 1,605 $941K
Secure Asset Management, LLC 0.16% Reduce -0.4% 1,604 $941K
Bensler, LLC 0.12% Add +0.1% 1,602 $940K
Redhawk Wealth Advisors, Inc. 0.13% Add +6.2% 1,601 $939K
Mfa Wealth Advisors, LLC 0.21% Reduce -94.3% 1,598 $937K
Kellett Wealth Advisors, LLC 0.67% Add +0.3% 1,591 $933K
Optiver Holding B.V. 0.02% New 1,588 $931K
Beacon Investment Advisory Services, Inc. 0.04% Add +0.6% 1,581 $927K
Parsons Capital Management Inc. 0.06% Reduce -4.2% 1,580 $927K
Bogart Wealth, LLC 0.04% No change 1,577 $925K
McKinley Carter Wealth Services, Inc. 0.06% Reduce -2.1% 1,572 $922K
Selective Wealth Management, Inc. 0.38% Reduce -0.1% 1,552 $918K
Cannell & Spears LLC 0.02% Add +15.0% 1,558 $914K
Householder Group Estate & Retirement Specialist, LLC 0.27% Reduce -1.4% 1,556 $912K
Red Lighthouse Investment Management, LLC 0.36% No change 1,553 $911K
Advisory Alpha, LLC 0.03% Reduce -3.0% 1,534 $901K
Wellspring Financial Advisors, LLC 0.11% Reduce -0.6% 1,533 $899K
Private Trust Co. NA 0.09% Reduce -2.7% 1,532 $899K
Legacy Advisors, LLC 0.10% Reduce -14.0% 1,528 $898K
Ballentine Partners, LLC 0.02% No change 1,528 $896K
Signaturefd, LLC 0.02% Add +1.1% 1,528 $896K
Howe & Rusling Inc. 0.08% Add +6.5% 1,512 $887K
Nvest Financial, LLC 0.51% Reduce -60.8% 1,511 $886K
Sequent Planning LLC 0.30% Add +7.4% 1,507 $884K
Fairview Capital Investment Management, LLC 0.05% Add +4.5% 1,503 $882K
Birch Hill Investment Advisors LLC 0.04% No change 1,502 $881K
Money Concepts Capital Corp. 0.07% Add +37.4% 1,489 $874K
Benjamin Edwards Inc. 0.01% New 1,487 $872K
Plancorp, LLC 0.04% Reduce -1.3% 1,478 $867K
HBW Advisory Services LLC 0.13% Reduce -34.3% 1,476 $866K
Lion Street Advisors, LLC 0.30% Reduce -14.3% 1,465 $859K
WNY Asset Management, LLC 0.10% Add +3.5% 1,461 $857K
Gateway Wealth Partners, LLC 0.24% No change 1,460 $856K
StoneX Group Inc. 0.06% Add +7.0% 1,458 $856K
Convergence Financial, LLC 0.18% No change 1,416 $831K
Southern Capital Advisors, LLC 0.47% Add +0.1% 1,415 $830K
Schnieders Capital Management LLC 0.16% Add +7.0% 1,404 $823K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $818K
Novak & Powell Financial Services, Inc. 0.47% New 8,314 $818K
BIP Wealth, LLC 0.06% Reduce -1.8% 1,389 $815K
NorthLanding Financial Partners, LLC 0.80% Reduce -0.6% 1,385 $812K
FSM Wealth Advisors, LLC 0.21% Reduce -3.1% 1,380 $809K
Fortis Group Advisors, LLC 0.15% Add +4.2% 1,377 $808K
Tidemark, LLC 0.33% Add +6.2% 1,375 $807K
Wilson & Boucher Capital Management, LLC 0.56% No change 1,375 $806K
Shepherd Financial Partners LLC 0.10% Add +0.1% 1,369 $803K
Mill Creek Capital Advisors, LLC 0.02% Reduce -64.0% 1,367 $802K
Waters Parkerson & Co., LLC 0.04% Reduce -8.4% 1,366 $801K
Sweet Financial Partners, LLC 0.17% Add +1.1% 1,351 $793K
LFA - Lugano Financial Advisors SA 0.54% No change 1,350 $792K
Zacks Investment Management 0.01% Reduce -3.5% 1,342 $787K
Blue Fin Capital, Inc. 0.15% Add +1.8% 1,335 $783K
RAM Investment Partners, LLC 0.20% No change 1,335 $783K
Nilsine Partners, LLC 0.10% No change 1,328 $779K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.1% 1,319 $774K
Garrison Point Advisors, LLC 0.48% Add +2.3% 1,316 $772K
Lake Street Private Wealth, LLC 0.12% Reduce -7.2% 1,316 $772K
SpiderRock Advisors, LLC 0.02% Reduce -19.7% 1,314 $771K
Foresight Capital Management Advisors, Inc. 0.46% Reduce -8.2% 1,313 $770K
Avior Wealth Management, LLC 0.03% Add +1.9% 1,312 $770K
Legacy Edge Advisors, LLC 0.12% No change 1,306 $766K
Atlas Private Wealth Advisors 0.11% No change 1,302 $764K
Marcum Wealth, LLC 0.07% Reduce -3.3% 1,294 $759K
Becker Capital Management Inc. 0.02% Add +23.8% 1,291 $758K
Werba Rubin Papier Wealth Management 0.18% Add +10.1% 1,287 $755K
Greenhouse Wealth Management, LLC 0.51% Add +0.1% 1,285 $754K
Bell Bank 0.09% No change 1,281 $751K
Ascentis Independent Advisors 0.12% Add +1.5% 1,277 $749K
Peoples Bank 0.38% Reduce -13.5% 1,272 $746K
Mission Creek Capital Partners, Inc. 0.17% Add +2.0% 1,265 $742K
Mattern Wealth Management LLC 0.16% No change 1,256 $737K
Financial Guidance Group, Inc. 0.42% No change 1,241 $728K
Holderness Investments Co. 0.16% Add +26.3% 1,228 $720K
Hillcrest Wealth Advisors - NY, LLC 0.36% No change 1,225 $718K
Noesis Capital Mangement Corp. 0.14% Add +11.8% 1,220 $716K
Eagle Strategies LLC 0.13% Reduce -70.9% 1,220 $715K
Alpha Cubed Investments, LLC 0.03% Reduce -4.4% 1,215 $713K
Westwood Holdings Group Inc. 0.01% No change 1,213 $711K
Cardinal Point Capital Management ULC 0.12% Add +28.8% 1,208 $710K
Capital Insight Partners, LLC 0.12% No change 1,200 $704K
Carolinas Wealth Consulting LLC 0.13% Reduce -8.2% 1,192 $700K
Accretive Wealth Partners, LLC 0.29% Reduce -3.5% 1,192 $699K
Affinity Capital Advisors, LLC 0.13% Add +40.6% 1,187 $696K
Pittenger & Anderson Inc. 0.03% Reduce -1.0% 1,185 $695K
GenTrust, LLC 0.03% Add +26.4% 1,183 $695K
HTLF Bank 0.08% Reduce -0.2% 1,182 $693K
Empirical Asset Management, LLC 0.25% Reduce -0.3% 17,924 $690K
Strait & Sound Wealth Management LLC 0.34% Reduce -9.6% 1,177 $690K
Koss-Olinger Consulting, LLC 0.06% Add +4.4% 1,175 $689K
KMG Fiduciary Partners, LLC 0.06% Add +2.1% 1,171 $687K
Grant/GrossMendelsohn, LLC 0.30% Add +0.1% 1,169 $687K
TrinityPoint Wealth, LLC 0.10% Reduce -7.3% 1,166 $684K
Diversified Portfolios, Inc. 0.07% Add +19.7% 1,162 $682K
Jackson, Grant Investment Advisers, Inc. 0.25% Add +0.3% 1,158 $679K
Cary Street Partners Asset Management LLC 0.09% No change 1,148 $673K
Arete Wealth Advisors, LLC 0.06% Reduce -37.7% 1,149 $672K
Nations Financial Group Inc, /Ia/ 0.05% No change 1,144 $671K
Burney Co./ 0.02% Reduce -2.2% 1,143 $670K
Financial Insights, Inc. 0.22% Reduce -18.7% 1,142 $670K
McCollum Christoferson Group LLC 0.19% No change 1,142 $670K
Scissortail Wealth Management, LLC 0.16% Reduce -99.8% 2 $670K
Regal Investment Advisors LLC 0.05% Reduce -36.8% 1,140 $669K
HRC Wealth Management, LLC 0.43% Add +1.3% 1,139 $668K
Graves Light Lenhart Wealth, Inc. 0.08% No change 1,136 $666K
Axos Invest Inc. 0.46% — 1,136 $666K
Physicians Financial Services, Inc. 0.21% No change 1,135 $666K
Diversify Advisory Services, LLC 0.04% Reduce -35.1% 1,098 $666K
Councilor Wealth, LLC 0.32% No change 1,132 $664K
Patten & Patten Inc. 0.04% No change 1,130 $663K
Charter Research & Investment Group, Inc. 0.48% No change 1,120 $657K
Luts & Greenleigh Group, Inc. 0.63% No change 1,114 $653K
Moser Wealth Advisors, LLC 0.34% Add +9.3% 1,111 $652K
Parkside Advisors LLC 0.15% No change 1,108 $651K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -4.3% 1,108 $650K
MPS Loria Financial Planners, LLC 0.19% No change 1,100 $645K
AQR Capital Management 0.00% Add +20.4% 1,100 $645K
Lauterbach Financial Advisors, LLC 0.39% No change 1,098 $644K
Headinvest, LLC 0.12% Reduce -8.8% 1,096 $643K
Clare Market Investments LLC 0.17% Reduce -4.3% 1,093 $641K
AlphaStar Capital Management, LLC 0.05% Add +112.9% 1,092 $640K
Claret Asset Management Corp 0.10% No change 1,088 $638K
HUB Investment Partners, LLC 0.03% Reduce -9.3% 1,087 $638K
Charles Schwab Trust Co 0.06% New 1,086 $637K
Inspire Advisors, LLC 0.08% Add +26.5% 1,065 $625K
Hudock, Inc. 0.11% Add +3.1% 1,064 $624K
Albion Financial Group 0.04% No change 1,063 $623K
Performance Wealth Partners, LLC 0.02% Add +4.6% 1,062 $623K
Maia Wealth LLC 0.15% Reduce -4.6% 1,038 $622K
Alpine Woods Capital Investors, LLC 0.11% No change 1,000 $622K
DF Dent & Co. Inc. 0.01% No change 1,058 $621K
D'Orazio & Associates, Inc. 0.09% No change 1,057 $620K
Advisory Resource Group 0.13% Add +11.6% 1,053 $618K
Patrick M Sweeney & Associates, Inc. 0.45% Add +2.4% 1,047 $614K
TNF LLC 0.22% No change 1,022 $612K
apricus wealth, LLC 0.40% Reduce -1.3% 1,043 $612K
High Note Wealth, LLC 0.17% No change 1,039 $609K
Wealth Effects LLC 0.21% Add +10.7% 1,033 $606K
First Manhattan Co. Llc. 0.00% Add +1.5% 1,031 $606K
Founders Financial Alliance, LLC 0.17% Add +0.1% 1,032 $605K
Quantum Private Wealth, LLC 0.20% Add +3.0% 1,030 $604K
Quadrature Capital Ltd 0.01% New 1,029 $603K
JFG Wealth Management, LLC 0.17% New 1,028 $603K
River Wealth Advisors LLC 0.08% Reduce -0.1% 1,027 $602K
Elevation Point Wealth Partners, LLC 0.06% New 1,027 $602K
Traynor Capital Management, Inc. 0.05% Reduce -2.0% 1,027 $602K
17 Capital Partners, LLC 0.39% Add +30.2% 1,025 $601K
Financial Council, LLC 0.31% No change 1,024 $601K
J. L. Bainbridge & Co., Inc. 0.06% Add +0.2% 1,022 $599K
Argent Trust Co 0.02% No change 1,021 $599K
LexAurum Advisors, LLC 0.13% Reduce -14.1% 1,020 $598K
RB Capital Management, LLC 0.15% No change 1,019 $598K
Ascent Wealth Partners, LLC 0.08% No change 1,017 $596K
Ancora Advisors LLC 0.01% Reduce -7.1% 1,009 $592K
Bison Wealth, LLC 0.09% Reduce -25.6% 1,006 $591K
Clearwater Capital Advisors, LLC 0.06% Add +69.0% 1,002 $588K
North Star Asset Management Inc. 0.03% No change 1,000 $587K
Main Street Group, LTD 0.26% Reduce -16.5% 996 $584K
Mengis Capital Management, Inc. 0.12% Reduce -7.5% 993 $582K
Verdence Capital Advisors LLC 0.05% Reduce -2.5% 991 $581K
Howard Wealth Management, LLC 0.34% Add +4.2% 990 $581K
Chemung Canal Trust Co. 0.12% Reduce -4.7% 989 $580K
IVC Wealth Advisors LLC 0.32% Reduce -0.5% 987 $579K
Marshall Financial Group Inc. 0.17% Add +0.2% 982 $576K
FAS Wealth Partners, Inc. 0.05% Add +0.1% 981 $576K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -18.6% 979 $574K
Clark Capital Management Group, Inc. 0.00% Reduce -89.8% 978 $574K
Plante Moran Financial Advisors, LLC 0.05% Reduce -0.3% 976 $572K
Skyline Advisors, Inc. 0.23% Add +0.4% 972 $570K
Biltmore Family Office, LLC 0.10% Reduce -23.7% 965 $567K
San Luis Wealth Advisors LLC 0.12% No change 965 $566K
Caldwell Trust Co 0.06% Add +60.7% 964 $565K
St Germain D J Co. Inc. 0.03% Reduce -8.1% 960 $563K
Chris Bulman Inc 0.38% No change 959 $562K
Integral Investment Advisors, Inc. 0.15% Reduce -1.0% 958 $562K
Adero Partners, LLC 0.04% No change 957 $561K
Collaborative Wealth Managment Inc. 0.25% Reduce -0.6% 956 $561K
Lynx Investment Advisory 0.40% Add +3.7% 954 $559K
Sheets Smith Wealth Management 0.07% Reduce -5.5% 952 $558K
Farmers & Merchants Investments Inc. 0.02% Reduce -40.6% 949 $557K
Insight Wealth Strategies, LLC 0.07% No change 948 $556K
Level Four Advisory Services, LLC 0.02% Reduce -3.3% 955 $556K
Concord Wealth Partners 0.09% Reduce -0.8% 948 $556K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -1.9% 943 $553K
Modern Wealth Management, LLC 0.03% Add +17.3% 938 $550K
Heritage Wealth Advisors 0.03% No change 938 $550K
Aprio Wealth Management, LLC 0.09% Add +132.2% 938 $550K
Strategy Asset Managers LLC 0.11% Reduce -6.7% 937 $550K
Rothschild Wealth LLC 0.16% No change 935 $549K
Paragon Private Wealth Management, LLC 0.27% Add +104.6% 935 $548K
Addison Capital Co 0.22% Reduce -10.2% 928 $544K
National Bank of Canada 0.00% Reduce -5.6% 921 $540K
BOK Financial Private Wealth, Inc. 0.04% No change 915 $537K
Terra Nova Asset Management LLC 0.40% No change 915 $537K
Lunt Capital Management, Inc. 0.25% No change 915 $537K
Brown, Lisle/Cummings, Inc. 0.16% Reduce -1.1% 915 $537K
Harbor Investment Advisory, LLC 0.05% No change 914 $536K
Kingfisher Capital LLC 0.12% Add +0.1% 912 $535K
United Advisor Group, LLC 0.12% Add +16.0% 912 $535K
Faithward Advisors, LLC 0.09% Reduce -6.7% 910 $534K
Bare Financial Services, Inc 0.22% Add +3.6% 909 $533K
Simplicity Wealth,LLC 0.05% Reduce -82.1% 909 $533K
Fortis Capital Advisors, LLC 0.18% New 908 $533K
Running Point Capital Advisors, LLC 0.20% No change 902 $529K
Montis Financial, LLC 0.19% No change 902 $529K
Gries Financial LLC 0.10% No change 902 $529K
Whitford Management LLC 0.30% No change 900 $528K
Marble Harbor Investment Counsel, LLC 0.06% No change 900 $528K
Onyx Bridge Wealth Group LLC 0.08% Reduce -20.0% 897 $526K
Silverlake Wealth Management LLC 0.20% Add +4.5% 896 $526K
Narus Financial Partners, LLC 0.19% Add +3.8% 896 $526K
360 Financial, Inc. 0.19% Reduce -1.8% 888 $521K
Accurate Wealth Management, LLC 0.10% Add +0.1% 870 $519K
Baltimore-Washington Financial Advisors, Inc. 0.03% No change 885 $519K
Obermeyer Wealth Partners 0.03% New 885 $519K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -2.2% 880 $516K
Ellevest, Inc. 0.03% New 878 $515K
Soundwatch Capital LLC 0.08% New 873 $512K
Strategic Wealth Investment Group, LLC 0.05% Reduce -76.9% 893 $510K
Bank of Marin 0.41% No change 864 $507K
Badgley Phelps Wealth Managers, LLC 0.01% Add +58.8% 862 $507K
Caitlin John, LLC 0.32% Reduce -2.9% 814 $505K
Fermata Advisors, LLC 0.10% New 861 $505K
Arrowroot Family Office, LLC 0.29% Add +7.8% 857 $503K
Welch Group, LLC 0.02% Reduce -1.4% 851 $499K
Guardian Wealth Advisors, LLC / NC 0.05% No change 850 $499K
Sterling Investment Counsel, LLC 0.18% No change 848 $497K
Kickstand Ventures, Llc. 0.13% Reduce -1.1% 845 $496K
Moloney Securities Asset Management, LLC 0.07% No change 845 $496K
Strategic Advisors LLC 0.09% No change 837 $491K
Ritholtz Wealth Management 0.01% Reduce -40.4% 837 $491K
Circle Wealth Management, LLC 0.01% Add +10.6% 837 $491K
Boltwood Capital Management 0.15% Reduce -25.4% 835 $490K
Interchange Capital Partners, LLC 0.17% Reduce -0.4% 832 $489K
JFS Wealth Advisors, LLC 0.03% Add +485.9% 832 $488K
Bedel Financial Consulting, Inc. 0.07% Add +1.1% 827 $485K
Alexander Randolph Advisory, Inc. 0.43% No change 827 $485K
EverSource Wealth Advisors, LLC 0.03% Reduce -3.9% 823 $483K
Independent Advisor Alliance 0.02% Reduce -29.4% 820 $481K
Brass Tax Wealth Management, Inc. 0.10% Add +1.4% 819 $480K
Stevens Capital Partners 0.23% Add +0.1% 814 $478K
RVW Wealth, LLC 0.04% No change 813 $477K
Squire Investment Management Company, LLC 0.22% No change 805 $472K
Westside Investment Management, Inc. 0.10% Reduce -5.2% 813 $472K
Penobscot Investment Management Company, Inc. 0.04% No change 804 $472K
Objective Capital Management, LLC 0.28% — 803 $471K
Silvercrest Asset Management Group LLC 0.00% Add +1.8% 802 $470K
Gilman Hill Asset Management, LLC 0.08% No change 800 $469K
CFS Investment Advisory Services, LLC 0.04% Reduce -0.6% 799 $469K
Westmount Partners, LLC 0.14% Add +0.8% 798 $468K
WealthBridge Capital Management, LLC 0.13% Add +0.4% 796 $467K
Verus Capital Partners, LLC 0.05% Add +0.1% 793 $465K
VERITY Wealth Advisors 0.33% No change 790 $463K
Diversified Trust Co. 0.01% Add +92.7% 790 $463K
Capital Investment Advisory Services, LLC 0.04% Reduce -6.3% 789 $463K
TFB Advisors LLC 0.14% Add +0.8% 786 $461K
Apella Capital, LLC 0.02% No change 800 $460K
Rothschild Investment LLC 0.03% Reduce -18.4% 783 $459K
Private Client Services, LLC 0.25% Reduce -9.7% 783 $459K
Spirepoint Private Client, LLC 0.06% Reduce -0.4% 779 $457K
Bigelow Investment Advisors, LLC 0.20% Reduce -0.6% 777 $456K
Advisor Resource Council 0.21% New 775 $455K
My Personal CFO, LLC 0.25% Add +0.1% 775 $454K
Merkkuri Wealth Advisors LLC 0.36% Add +0.1% 774 $454K
Thoroughbred Financial Services, LLC 0.03% Add +25.6% 774 $454K
Hamilton Point Investment Advisors, LLC 0.08% No change 768 $451K
1834 Investment Advisors Co. 0.05% No change 768 $450K
Koshinski Asset Management, Inc. 0.04% Reduce -0.4% 767 $450K
Octavia Wealth Advisors, LLC 0.06% Add +14.2% 766 $450K
Sepio Capital, LP 0.04% No change 766 $449K
Ferguson Wellman Capital Management, Inc. 0.01% No change 765 $449K
Sweeney & Michel, LLC 0.18% Add +0.4% 742 $448K
Sapient Capital LLC 0.01% Add +0.8% 761 $447K
Laurel Wealth Advisors LLC 0.07% No change 762 $447K
Colonial Trust Co / SC 0.07% No change 762 $447K
Aaron Wealth Advisors LLC 0.05% Reduce -1.8% 760 $446K
GYL Financial Synergies, LLC 0.03% Add +9.1% 759 $445K
Boston Financial Mangement LLC 0.01% Add +58.7% 754 $442K
Graypoint LLC 0.03% Reduce -14.7% 754 $442K
Correct Capital Wealth Management 0.10% Reduce -0.3% 751 $440K
Journey Strategic Wealth LLC 0.02% New 750 $440K
Quadcap Wealth Management, LLC 0.07% Reduce -7.4% 748 $439K
Blue Trust, Inc. 0.01% Add +31.1% 754 $435K
Sonata Capital Group Inc. 0.18% Add +2.6% 739 $433K
Continuum Advisory, LLC 0.06% Add +0.4% 698 $431K
Monograph Wealth Advisors, LLC 0.06% Add +104.5% 734 $431K
ProVise Management Group, LLC 0.03% Add +0.1% 735 $431K
Wealth Alliance, LLC 0.05% No change 734 $431K
Rakuten Securities, Inc. 0.19% Reduce -5.4% 734 $431K
Blueprint Investment Partners LLC 0.08% New 733 $430K
Intrua Financial, LLC 0.07% Reduce -9.2% 733 $430K
One Capital Management, LLC 0.01% Add +1.0% 732 $429K
Taylor & Morgan Wealth Management, LLC 0.29% No change 732 $429K
Chemistry Wealth Management LLC 0.10% Add +14.8% 731 $429K
Procyon Advisors, LLC 0.03% Add +14.6% 729 $428K
Coppell Advisory Solutions LLC 0.06% Add +58.9% 731 $427K
Brown Brothers Harriman & Co. 0.00% No change 725 $425K
CCG Wealth Management, LLC 0.24% Add +2.3% 725 $425K
UNIVEST FINANCIAL Corp 0.03% New 724 $425K
Quadrant Capital Group LLC 0.03% Add +2.0% 723 $424K
Lindbrook Capital, LLC 0.04% Reduce -3.3% 723 $424K
Fragasso Financial Advisors Inc 0.03% Reduce -1.9% 721 $423K
Garrett Wealth Advisory Group, LLC 0.10% Add +2.6% 717 $421K
Semus Wealth Partners LLC 0.29% Reduce -6.8% 717 $420K
Beckerman Institutional, LLC 0.35% — 716 $420K
InTrack Investment Management Inc 0.30% No change 714 $419K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 713 $418K
Fortitude Advisory Group L.L.C. 0.26% Reduce -2.2% 711 $417K
PICTET BANK & TRUST Ltd 0.42% No change 710 $416K
IPG Investment Advisors LLC 0.09% Add +33.9% 703 $413K
Progressive Investment Management Corp 0.11% No change 700 $411K
Van Cleef Asset Management,Inc 0.05% No change 700 $411K
Sfmg, LLC 0.03% Add +2.8% 700 $411K
Trust Co. of Vermont 0.02% No change 700 $411K
FSA Advisors, Inc. 0.41% Reduce -6.3% 698 $409K
Solutions 4 Wealth, Ltd 0.80% No change 697 $409K
Security National Bank 0.06% Reduce -4.9% 697 $409K
Cerro Pacific Wealth Advisors LLC 0.15% No change 707 $408K
Financial Life Advisors 0.15% No change 695 $408K
Triton Financial Group Inc 0.26% No change 694 $407K
Paragon Financial Partners, Inc. 0.30% Add +0.1% 693 $406K
Vanguard Personalized Indexing Management, LLC 0.01% Add +60.1% 690 $405K
Keel Point, LLC 0.03% Reduce -25.1% 688 $404K
Breakwater Investment Management 0.17% No change 688 $404K
Welch & Forbes LLC 0.01% New 686 $402K
Quartz Partners, LLC 0.25% — 684 $401K
Grey Fox Wealth Advisors, LLC 0.11% Add +7.6% 682 $400K
Mayfair Advisory Group, LLC 0.25% Add +0.7% 679 $397K
Missouri Trust & Investment Co 0.14% No change 675 $396K
Sterling Wealth Management, Inc. 0.15% New 674 $395K
Wolverine Trading, LLC 0.01% New 674 $394K
GSG Advisors LLC 0.13% Reduce -17.5% 688 $394K
Northstar Group, Inc. 0.07% Add +3.9% 670 $393K
Matrix Private Capital Group LLC 0.23% Add +3.1% 667 $392K
Safeguard Investment Advisory Group, LLC 0.11% Add +82.2% 665 $390K
Nicolet Bankshares Inc. 0.08% No change 664 $389K
Catalina Capital Group, LLC 0.13% Add +23.0% 663 $389K
Courier Capital LLC 0.03% Reduce -26.3% 663 $389K
Facet Wealth, Inc. 0.01% Reduce -19.8% 662 $388K
Trek Financial, LLC 0.03% Reduce -2.9% 660 $387K
Talisman Wealth Advisors LLC 0.41% Reduce -4.6% 661 $387K
Acropolis Investment Management, LLC 0.02% No change 659 $387K
Accel Wealth Management 0.14% Add +8.2% 659 $387K
Fifth Third Wealth Advisors LLC 0.02% Add +30.2% 659 $387K
FinTrust Capital Advisors, LLC 0.07% Add +9.5% 655 $384K
High Falls Advisors, Inc 0.09% Reduce -5.5% 653 $383K
Collective Family Office LLC 0.10% Reduce -3.7% 652 $382K
Drive Wealth Management, LLC 0.10% No change 650 $382K
Avalon Capital Management 0.12% Reduce -9.6% 648 $380K
Clarkston Capital Partners, LLC 0.01% Reduce -21.1% 648 $380K
Millennium Capital Advisors, LLC 0.25% Add +0.1% 648 $380K
Capital Asset Advisory Services LLC 0.02% Reduce -0.3% 642 $380K
Canal Capital Management, LLC 0.06% No change 645 $378K
Moneco Advisors, LLC 0.05% Add +1.8% 640 $375K
Kinloch Capital, LLC 0.18% Reduce -97.2% 639 $375K
Baron Financial Group, LLC 0.23% Reduce -2.3% 638 $374K
Red Door Wealth Management, LLC 0.06% Add +75.0% 637 $374K
Everpar Advisors LLC 0.19% No change 637 $374K
Archer Investment Corp 0.10% Reduce -17.7% 637 $373K
Wescott Financial Advisory Group, LLC 0.04% No change 634 $372K
Acorn Wealth Advisors, LLC 0.16% No change 634 $372K
Kathmere Capital Management, LLC 0.03% Reduce -1.4% 632 $371K
TruNorth Capital Management, LLC 0.11% No change 631 $370K
Arthur M. Cohen & Associates, LLC 0.07% No change 647 $370K
Platte River Wealth Advisors, LLC 0.10% No change 630 $370K
Ironwood Investment Counsel, LLC 0.06% No change 629 $369K
BlackDiamond Wealth Management, LLC 0.22% Reduce -23.9% 592 $369K
Coldstream Capital Management Inc. 0.01% Reduce -1.7% 628 $368K
Cassady Schiller Wealth Management, LLC 0.13% No change 628 $368K
Stegent Equity Advisors, Inc. 0.41% No change 627 $368K
Ellis Investment Partners, LLC 0.07% Add +0.2% 626 $367K
Mb, Levis & Associates, LLC 0.18% No change 625 $367K
Roman Butler Fullerton & Co. 0.11% Reduce -2.2% 611 $365K
Ashton Thomas Securities, LLC 0.07% Add +7.6% 621 $364K
Orcam Financial Group 0.35% New 620 $364K
Henrickson Nauta Wealth Advisors, Inc. 0.14% New 616 $362K
Second Line Capital, LLC 0.10% Add +6.0% 615 $361K
Farrell Financial LLC 0.25% Add +0.2% 577 $361K
Townsend & Associates, Inc 0.04% No change 603 $360K
United Community Bank 0.14% Reduce -1.6% 605 $355K
Brophy Wealth Management, LLC 0.13% — 605 $355K
Van Strum & Towne Inc. 0.12% No change 603 $354K
Investment Advisory Services Inc. /TX 0.12% No change 600 $352K
Liberty Capital Management, Inc. 0.08% Reduce -0.8% 600 $352K
Financial Advisors, LLC 0.07% No change 600 $352K
Red Mountain Financial, LLC 0.37% Reduce -0.2% 598 $351K
Capstone Financial Advisors, Inc. 0.02% Add +0.8% 597 $350K
Arax Advisory Partners 0.03% Add +19.9% 597 $350K
Everhart Financial Group, Inc. 0.08% Add +20.4% 595 $349K
Glassman Wealth Services 0.06% Reduce -7.3% 593 $348K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -5.7% 591 $347K
MWA Asset Management 0.23% Reduce -3.3% 584 $343K
SilverOak Wealth Management LLC 0.08% Reduce -7.6% 584 $343K
GFG Capital, LLC 0.14% Add +5.1% 830 $342K
Lodestone Wealth Management LLC 0.17% Reduce -11.7% 581 $341K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -0.5% 581 $341K
RDA Financial Network 0.11% Add +2.6% 580 $340K
RCS Financial Planning, LLC 0.19% No change 574 $337K
UMB Bank, n.a. 0.01% No change 575 $337K
AlphaCore Capital LLC 0.08% Reduce -1.7% 574 $337K
LRI Investments, LLC 0.03% No change 545 $337K
Howard Financial Services, LTD. 0.05% Add +0.2% 573 $336K
Fiduciary Alliance LLC 0.04% Add +17.9% 573 $336K
Yoder Wealth Management, Inc. 0.20% Add +27.5% 571 $335K
Key Client Fiduciary Advisors, LLC 0.15% Add +0.2% 569 $334K
Tilia Fiduciary Partners, Inc. 0.23% Add +34.5% 569 $334K
Canvas Wealth Advisors, LLC 0.09% Add +0.9% 567 $333K
Signature Wealth Management Partners, LLC 0.24% Reduce -6.6% 567 $333K
Prosperity Consulting Group, LLC 0.03% New 565 $331K
Compass Advisory Group LLC 0.13% Add +0.2% 564 $331K
Parisi Gray Wealth Management 0.11% Add +0.2% 564 $331K
LifePro Asset Management 0.20% Reduce -2.6% 564 $331K
Rosenberg Matthew Hamilton 0.09% Reduce -2.8% 564 $331K
Planning Directions Inc. 0.20% No change 563 $331K
Mystic Asset Management, Inc. 0.12% No change 563 $330K
TCI Wealth Advisors, Inc. 0.03% Add +11.5% 563 $330K
SP Asset Management LLC 0.03% Add +0.2% 562 $329K
WealthPlan Investment Management, LLC 0.03% New 561 $329K
Mustard Seed Financial, LLC 0.27% Add +13.1% 561 $329K
Bluesphere Advisors LLC 0.16% Reduce -2.3% 561 $329K
Sugarloaf Wealth Management, LLC 0.06% No change 560 $328K
Armor Investment Advisors, LLC 0.14% No change 560 $328K
Acorn Financial Advisory Services Inc. 0.06% Reduce -2.4% 560 $328K
180 Wealth Advisors, LLC 0.05% Reduce -21.7% 558 $328K
Balanced Wealth Group LLC 0.14% Add +0.2% 558 $327K
Lesa Sroufe & Co 0.31% No change 557 $327K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +5.3% 556 $326K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -18.4% 555 $325K
Personal Cfo Solutions, LLC 0.05% Add +3.9% 555 $325K
Principal Securities, Inc. 0.01% Reduce -52.9% 554 $325K
LBMC Investment Advisors, LLC 0.03% Add +4.0% 552 $324K
Concord Asset Management, LLC 0.07% Reduce -1.4% 551 $323K
Heritage Financial Services, LLC 0.04% Reduce -3.0% 551 $323K
Sageworth Trust Co 0.02% Add +57.4% 551 $323K
First Trust Direct Indexing L.P. 0.02% Add +38.8% 551 $323K
MinichMacGregor Wealth Management, LLC 0.07% No change 550 $323K
MBE Wealth Management, LLC 0.18% Reduce -0.4% 550 $322K
Accelerate Investment Advisors LLC 0.31% — 545 $320K
First Financial Bankshares Inc 0.01% Reduce -9.9% 544 $319K
HBK Sorce Advisory LLC 0.01% Add +0.7% 543 $318K
Lokken Investment Group LLC 0.13% Add +4.6% 542 $318K
Goldstein Advisors, LLC 0.05% Add +54.0% 542 $318K
Glass Jacobson Investment Advisors llc 0.10% Reduce -44.2% 540 $317K
Ironwood Financial, llc 0.07% No change 540 $317K
Tanager Wealth Management LLP 0.04% Reduce -3.1% 534 $314K
Guidance Point Advisors, LLC 0.09% Add +3.7% 532 $312K
Chaney Capital Management, Inc. 0.18% No change 532 $312K
American Investment Services, Inc. 0.05% No change 532 $312K
Commonwealth Financial Services, LLC 0.06% Add +0.4% 545 $312K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $311K
Webster Bank, N. A. 0.03% Reduce -12.4% 530 $311K
Ifrah Financial Services, Inc. 0.08% Reduce -9.3% 529 $310K
Summit Financial Strategies, Inc. 0.03% Add +3.1% 528 $310K
Syntegra Private Wealth Group, LLC 0.04% No change 526 $309K
Keystone Wealth Services, LLC 0.09% Add +40.3% 526 $309K
Sykon Capital LLC 0.11% No change 525 $308K
TrueWealth Advisors, LLC 0.10% No change 524 $307K
Pursue Wealth Partners LLC 0.17% Add +8.7% 523 $307K
Independent Wealth Network Inc. 0.14% Reduce -19.9% 521 $306K
Exencial Wealth Advisors, LLC 0.01% Add +13.0% 521 $306K
True North Advisors, LLC 0.08% Add +7.0% 521 $306K
Linscomb Wealth, Inc. 0.02% Add +7.9% 521 $305K
Vertex Planning Partners, LLC 0.07% Reduce -4.6% 520 $305K
Clear Creek Financial Management, LLC 0.03% Reduce -1.9% 520 $305K
McClarren Financial Advisors, Inc. 0.04% Reduce -59.6% 2,796 $305K
Legacy Private Trust Co. 0.02% No change 520 $305K
First Business Financial Services, Inc. 0.03% No change 519 $304K
Provident Investment Management, Inc. 0.03% New 519 $304K
Philadelphia Trust Co. 0.02% No change 519 $304K
Glen Eagle Advisors, LLC 0.05% Reduce -5.5% 518 $304K
BCS Wealth Management 0.13% Add +16.2% 516 $303K
Creekside Partners 0.16% Reduce -15.0% 516 $303K
WealthTrust Asset Management, LLC 0.23% New 515 $302K
Boston Trust Walden Corp 0.00% No change 515 $302K
Barnes Pettey Financial Advisors, LLC 0.24% Reduce -0.8% 514 $301K
Cahaba Wealth Management, Inc. 0.02% New 513 $301K
Fulton Breakefield Broenniman LLC 0.02% No change 513 $301K
Garrison Asset Management, LLC 0.15% New 512 $300K
Frank, Rimerman Advisors LLC 0.02% Add +3.6% 512 $300K
Emerald Advisors, LLC 0.04% Reduce -14.0% 497 $300K
Jamison Private Wealth Management, Inc. 0.05% No change 509 $299K
Frisch Financial Group, Inc. 0.09% No change 507 $298K
Sonora Investment Management Group, LLC 0.02% Add +9.0% 508 $298K
Everett Harris & Co. 0.00% No change 506 $297K
Inspirion Wealth Advisors, LLC 0.04% No change 503 $295K
Altfest L J & Co. Inc. 0.04% No change 503 $295K
Carl P. Sherr & Co., LLC 0.15% No change 501 $294K
Twin Peaks Wealth Advisors, LLC 0.14% No change 501 $294K
V2 Financial group LLC 0.19% No change 500 $293K
Pioneer Trust Bank N A 0.07% No change 500 $293K
Grove Bank & Trust 0.04% No change 500 $293K
Texas Capital Bank Wealth Management Services Inc 0.03% New 500 $293K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 500 $293K
F&V Capital Management, LLC 0.08% No change 500 $293K
Cresta Advisors, Ltd. 0.15% No change 499 $293K
Fort Point Capital Partners LLC 0.04% Reduce -1.6% 497 $292K
Keb Asset Management, LLC 0.09% No change 497 $292K
Resolute Wealth Strategies, LLC 0.15% Add +0.2% 497 $291K
Plum Street Advisors, LLC 0.15% Add +11.5% 496 $291K
Nadler Financial Group, Inc. 0.03% No change 496 $291K
Masso Torrence Wealth Management Inc. 0.16% No change 494 $290K
Tempus Wealth Planning, LLC 0.11% Reduce -1.8% 494 $289K
Cooper Financial Group 0.04% Reduce -13.6% 491 $288K
Edgestream Partners, L.P. 0.01% Reduce -25.5% 489 $287K
Lakeridge Wealth Management LLC 0.15% Add +1.3% 476 $279K
Fiduciary Family Office, LLC 0.09% No change 475 $279K
Heritage Wealth Partners, LLC 0.33% Add +1.9% 474 $278K
TriaGen Wealth Management LLC 0.09% No change 472 $277K
Garden State Investment Advisory Services LLC 0.09% No change 470 $276K
Crown Wealth Group, LLC 0.12% No change 470 $276K
SeaBridge Investment Advisors LLC 0.07% No change 467 $274K
Clarus Wealth Advisors 0.14% No change 470 $273K
Dentgroup LLC 0.20% No change 464 $272K
Jeppson Wealth Management, LLC 0.10% Add +0.2% 463 $271K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.1% 462 $271K
Mezzasalma Advisors, LLC 0.11% No change 461 $270K
Cheviot Value Management, LLC 0.05% No change 461 $270K
Twin Capital Management Inc. 0.03% No change 460 $270K
Cornerstone Wealth Group, LLC 0.02% No change 460 $270K
Myecfo, LLC 0.15% Add +3.4% 459 $269K
Buffington Mohr McNeal 0.04% No change 459 $269K
Eastern Bank 0.00% New 459 $269K
Nicholas Hoffman & Company, LLC. 0.01% New 459 $269K
World Equity Group, Inc. 0.10% New 457 $268K
Pacifica Partners Inc. 0.11% No change 456 $267K
Venturi Wealth Management, LLC 0.01% No change 455 $267K
Keudell/Morrison Wealth Management 0.07% No change 455 $267K
Chicago Capital, LLC 0.01% New 455 $267K
Grey Ledge Advisors, LLC 0.07% Reduce -4.4% 455 $267K
Atlas Brown,Inc. 0.09% No change 452 $265K
Cable Hill Partners, LLC 0.03% No change 450 $264K
Howland Capital Management LLC 0.01% No change 450 $264K
Cadence Bank 0.02% No change 450 $264K
Apeiron RIA LLC 0.08% No change 447 $262K
Ewa, LLC 0.09% Add +7.1% 424 $262K
Johnson & White Wealth Management, LLC 0.23% No change 447 $262K
AF Advisors, Inc. 0.04% No change 442 $259K
Resources Management Corp. /CT/ 0.04% No change 442 $259K
Riverview Capital Advisers, LLC 0.08% No change 441 $259K
Compagnie Lombard Odier SCmA 0.00% New 439 $257K
Hill Island Financial LLC 0.08% No change 437 $256K
Cascade Financial Partners, LLC 0.03% Add +11.3% 422 $256K
Cedrus LLC 0.09% New 435 $255K
Tocqueville Asset Management L.P. 0.00% Add +3.6% 435 $255K
Phoenix Financial Ltd. 0.00% Reduce -97.5% 434 $255K
Optivise Advisory Services LLC 0.13% Add +2.9% 433 $254K
Godshalk Welsh Capital Management, Inc. 0.16% No change 430 $252K
Walkner Condon Financial Advisors LLC 0.05% No change 429 $252K
Trust Co of Kansas 0.12% No change 428 $251K
New Hampshire Trust 0.05% Add +3.6% 427 $250K
BSW Wealth Partners 0.04% No change 424 $249K
Trinity Financial Advisors LLC 0.11% Add +0.2% 448 $247K
AAFMAA Wealth Management & Trust LLC 0.11% No change 421 $247K
Stonebrook Private Inc. 0.07% Add +1.7% 421 $247K
Equita Financial Network, Inc. 0.09% New 419 $246K
First National Advisers, LLC 0.04% No change 419 $246K
Monterey Private Wealth, Inc. 0.08% New 418 $245K
Sachetta, LLC 0.10% Add +0.2% 416 $244K
Freedom Investment Management, Inc. 0.02% Add +14.6% 415 $243K
Pps&v Asset Management Consultants, Inc. 0.17% No change 413 $242K
Sfm, LLC 0.18% No change 413 $242K
TAP Consulting, LLC 0.05% Reduce -5.5% 412 $242K
Morton Capital Management LLC 0.05% Add +4.3% 410 $241K
Better Money Decisions, LLC 0.17% Reduce -5.3% 408 $240K
Sand Hill Global Advisors, LLC 0.01% Reduce -65.1% 407 $239K
Prostatis Group LLC 0.08% Reduce -6.0% 406 $238K
Smith Anglin Financial, LLC 0.02% Add +8.0% 405 $237K
Slagle Financial, LLC 0.11% Reduce -5.6% 405 $237K
Searcy Financial Services Inc. 0.11% No change 404 $237K
LBJ Family Wealth Advisors, Ltd. 0.14% No change 404 $237K
Altus Wealth Group LLC 0.10% No change 404 $237K
Callahan Advisors, LLC 0.02% Add +1.0% 404 $237K
Court Place Advisors, LLC 0.07% No change 400 $235K
GAMMA Investing LLC 0.02% Add +147.8% 399 $234K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 398 $233K
Kraft, Davis & Associates, LLC 0.07% Reduce -19.4% 399 $233K
Foguth Wealth Management, LLC. 0.08% No change 392 $232K
Fiera Capital Corp 0.00% Reduce -46.7% 395 $232K
Acas, LLC 0.19% New 394 $231K
Retirement Investment Advisors, Inc. 0.03% New 394 $231K
RE Dickinson Investment Advisors, LLC 0.13% No change 393 $231K
Colonial River Investments, LLC 0.11% Add +4.0% 393 $231K
Meredith Wealth Planning 0.11% New 393 $231K
AA Financial Advisors, LLC 0.07% New 392 $230K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -8.4% 392 $230K
Salem Investment Counselors Inc. 0.01% No change 391 $230K
Wealth Architects, LLC 0.03% No change 391 $230K
RFG Holdings, Inc. 0.08% No change 390 $230K
Wesbanco Bank Inc. 0.01% Reduce -31.6% 391 $229K
Herold Advisors, Inc. 0.05% Reduce -1.0% 391 $229K
CX Institutional 0.01% Reduce -66.3% 391 $229K
Summit X, LLC 0.06% Reduce -21.7% 397 $229K
R. W. Roge & Company, Inc. 0.12% No change 391 $229K
Palo Alto Wealth Advisors, LLC 0.09% New 377 $229K
Heritage Wealth Management, Inc. 0.21% Reduce -6.3% 390 $229K
Oceanside Advisors LLC 0.17% New 390 $229K
Greenwood Gearhart LLC 0.02% No change 390 $229K
Integrated Capital Management, LLC 0.12% — 388 $228K
Legacy Financial Group, Inc. 0.08% Add +0.8% 390 $227K
Horizon Financial Services, LLC 0.13% Reduce -4.0% 386 $226K
AdvisorNet Financial, Inc 0.02% Add +4.3% 385 $226K
Spectrum Wealth Advisory Group, LLC 0.13% Add +0.3% 384 $225K
D.B. Root & Company, LLC 0.07% No change 382 $224K
TKG Advisors, LLC 0.11% Reduce -3.8% 380 $223K
Watts Gwilliam & Co., LLC 0.05% — 376 $222K
Meridian Wealth Advisors, LLC 0.04% No change 378 $222K
Connecticut Wealth Management, LLC 0.01% No change 376 $221K
Viewpoint Capital Management LLC 0.12% No change 377 $221K
Sanders Morris Harris LLC 0.04% No change 375 $220K
John G Ullman & Associates Inc. 0.03% No change 374 $219K
Beacon Wealthcare LLC 0.09% No change 373 $219K
Members Trust Co 0.01% No change 372 $218K
West Coast Financial LLC 0.02% New 372 $218K
HHM Wealth Advisors, LLC 0.03% Reduce -8.4% 371 $218K
Midland Wealth Advisors, LLC 0.01% No change 371 $218K
Horan Capital Advisors, LLC. 0.07% New 371 $218K
One Wealth Map LLC 0.13% No change 364 $217K
Cyndeo Wealth Partners, LLC 0.02% New 370 $217K
Wealthspan Partners, LLC 0.11% Reduce -4.2% 370 $217K
IMZ Advisory Inc 0.10% Add +0.3% 370 $216K
Optimist Retirement Group LLC 0.10% No change 368 $216K
Kowal Investment Group, LLC 0.04% No change 367 $215K
Williams & Novak, LLC 0.20% No change 367 $215K
Arcus Capital Partners, LLC 0.08% No change 367 $215K
Well Done, LLC 0.04% No change 367 $215K
Old Mission Capital LLC 0.00% New 367 $215K
B.O.S.S. Retirement Advisors, LLC 0.04% New 365 $214K
Bank Hapoalim BM 0.03% Reduce -9.9% 365 $214K
American Financial Advisors, LLC 0.03% No change 364 $214K
Financial Security Advisor, Inc. 0.05% Add +0.3% 364 $214K
Southland Equity Partners LLC 0.05% Reduce -12.7% 363 $213K
GenWealth Group, Inc. 0.05% No change 363 $213K
HTG Investment Advisors, Inc. 0.10% No change 363 $213K
Westfuller Advisors, LLC 0.15% — 362 $212K
Matisse Capital 0.10% New 362 $212K
Greatmark Investment Partners, Inc. 0.03% No change 362 $212K
Tennessee Valley Asset Management Partners 0.04% No change 362 $212K
Knightsbridge Asset Management, LLC 0.05% No change 360 $211K
Endowment Wealth Management, Inc. 0.14% Add +0.3% 360 $211K
MKT Advisors LLC 0.10% New 366 $211K
Rebalance, LLC 0.02% New 358 $210K
Castle Rock Wealth Management, LLC 0.05% Add +0.3% 359 $210K
Independence Bank of Kentucky 0.04% Reduce -20.2% 355 $208K
Cape Investment Advisory, Inc. 0.08% Add +16.4% 354 $208K
Cahill Financial Advisors Inc. 0.03% Reduce -4.6% 354 $208K
Planned Solutions, Inc. 0.08% No change 354 $208K
Highland Financial Advisors, LLC 0.07% New 353 $207K
Davis Capital Management 0.16% Reduce -57.0% 350 $205K
NCM Capital Management, LLC 0.10% No change 350 $205K
Neumann Capital Management, LLC 0.07% No change 350 $205K
Summit Wealth Partners, LLC 0.04% No change 350 $205K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 350 $205K
NFSG Corp 0.07% Add +3.9% 349 $205K
Carrera Capital Advisors 0.05% No change 348 $205K
Aquire Wealth Advisors, LLC 0.06% New 348 $204K
Vise Technologies, Inc. 0.03% New 348 $204K
Cedar Wealth Management, LLC 0.06% No change 347 $204K
Raub Brock Capital Management LP 0.04% New 345 $203K
Bluespring Wealth Management, LLC 0.02% New 345 $202K
Jim Saulnier & Associates, LLC 0.20% — 342 $201K
Hilltop Partners LLC 0.07% New 342 $201K
Sigma Investment Counselors Inc. 0.01% New 341 $200K
Qube Research & Technologies Ltd 0.00% Reduce -81.8% 341 $200K
Trevian Wealth Management LLC 0.16% New 341 $200K
Parkside Financial Bank & Trust 0.03% Add +2.1% 340 $200K
Pacific Center for Financial Services 0.05% No change 329 $193K
Abound Wealth Management 0.06% Reduce -11.6% 329 $193K
Wolff Wiese Magana LLC 0.13% Add +2.6% 321 $188K
Pinnacle Bancorp, Inc. 0.05% No change 321 $188K
Pension & Wealth Management Advisors, Inc. 0.09% Reduce -1.9% 314 $184K
Cranbrook Wealth Management, LLC 0.04% Add +6.1% 314 $184K
New Millennium Group LLC 0.12% Reduce -96.6% 313 $184K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.0% 310 $182K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -39.7% 307 $180K
Providence Capital Advisors, LLC 0.04% Add +7.0% 304 $178K
Motco 0.02% No change 299 $175K
Gables Capital Management Inc. 0.09% No change 298 $175K
Tortoise Investment Management, LLC 0.02% No change 297 $174K
Tompkins Financial Corp. 0.02% Add +30.2% 280 $164K
Planning Capital Management Corp 0.11% Add +8.4% 271 $159K
Kiely Wealth Advisory Group, Inc. 0.10% No change 251 $156K
New England Asset Management Inc. 0.03% No change 265 $155K
Northwest Bank & Trust Co 0.12% No change 264 $155K
Denver PWM, LLC 0.06% Add +0.4% 261 $153K
Maryland Capital Advisors Inc. 0.07% No change 256 $150K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $147K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $147K
WASHINGTON TRUST Co 0.01% No change 250 $147K
Mowery & Schoenfeld Wealth Management, LLC 0.23% No change 246 $144K
PSI Advisors, LLC 0.04% No change 245 $144K
Capital Analysts, LLC 0.01% Add +17.6% 241 $141K
Morse Asset Management, Inc 0.03% New 236 $138K
Centennial Bank 0.06% No change 234 $137K
Koesten, Hirschmann & Crabtree, INC. 0.08% Add +22.6% 228 $134K
Rise Advisors, LLC 0.06% No change 227 $133K
Park Place Capital Corp 0.04% Reduce -33.2% 223 $131K
Raffa Wealth Management, LLC 0.03% No change 220 $129K
Angeles Wealth Management, LLC 0.01% No change 219 $128K
Cherry Tree Wealth Management, LLC 0.03% Reduce -9.3% 215 $126K
Avalon Trust Co 0.01% Add +97.2% 213 $125K
CBIZ Investment Advisory Services, LLC 0.01% Add +435.9% 209 $123K
Private Capital Management LLC 0.02% Reduce -27.1% 204 $120K
Smartleaf Asset Management LLC 0.01% No change 202 $118K
WFA of San Diego, LLC 0.10% No change 200 $117K
Peoples Financial Services Corp. 0.05% No change 198 $116K
Hanson & Doremus Investment Management 0.02% No change 194 $114K
Sound Income Strategies, LLC 0.01% Add +84.8% 194 $114K
Earned Wealth Advisors, LLC 0.03% New 192 $112K
SG Americas Securities, LLC 0.00% New 188 $110K
S.A. Mason LLC 0.06% No change 187 $110K
GHP Investment Advisors, Inc. 0.01% No change 184 $108K
Integrity Financial Corp 0.06% Add +0.6% 184 $108K
Castleview Partners, LLC 0.06% Reduce -9.6% 180 $106K
West Branch Capital LLC 0.04% No change 179 $105K
DecisionPoint Financial, LLC 0.03% No change 177 $104K
MV Capital Management, Inc. 0.01% No change 174 $102K
Balefire, LLC 0.03% No change 173 $101K
Global Wealth Strategies & Associates 0.03% Add +18.9% 170 $100K
Northwest Financial Advisors 0.08% New 167 $98K
Mascoma Wealth Management LLC 0.02% Reduce -68.0% 166 $97K
FSA Wealth Management LLC 0.04% — 161 $95K
Anfield Capital Management, LLC 0.04% No change 160 $94K
Game Plan Financial Advisors, LLC 0.05% Reduce -6.0% 157 $92K
Asset Dedication, LLC 0.01% No change 155 $91K
SJS Investment Consulting Inc. 0.02% Add +9.3% 152 $89K
IAG Wealth Partners, LLC 0.02% Reduce -1.9% 152 $89K
Hilltop National Bank 0.03% Reduce -9.0% 151 $89K
Byrne Asset Management LLC 0.06% New 146 $86K
Ransom Advisory, Ltd 0.04% No change 144 $84K
Global Trust Asset Management, LLC 0.03% Add +7.5% 144 $84K
Cullen/Frost Bankers, Inc. 0.00% New 141 $83K
Montag A & Associates Inc. 0.00% Add +19.7% 140 $82K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $80K
Peterson Wealth Services 0.03% New 135 $79K
Voisard Asset Management Group, Inc. 0.03% No change 131 $77K
DT Investment Partners, LLC 0.01% Add +290.9% 129 $76K
Operose Advisors LLC 0.02% No change 127 $74K
Piscataqua Savings Bank 0.06% No change 125 $73K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $73K
American National Bank & Trust 0.01% No change 123 $72K
Elevation Wealth Partners, LLC 0.03% Add +2875.0% 119 $70K
Hemington Wealth Management 0.02% New 119 $69K
Robinswood Financial LLC 0.03% Reduce -8.0% 115 $67K
Russell Investments Group, Ltd. 0.00% Add +86.9% 114 $67K
New England Capital Financial Advisors LLC 0.03% No change 114 $67K
CNB Bank 0.03% No change 109 $64K
City Holding Co. 0.01% No change 105 $62K
Arcadia Investment Management Corp. 0.01% No change 103 $60K
Ameritas Investment Partners, Inc. 0.00% No change 101 $59K
Twin Lakes Capital Management, LLC 0.04% New 100 $59K
Dunhill Financial, LLC 0.03% No change 100 $59K
Rogco, LP 0.02% No change 100 $59K
Bfsg, LLC 0.01% Add +80.0% 99 $58K
Smithfield Trust Co 0.00% Add +96.1% 100 $58K
Claris Advisors, LLC / Mo / 0.02% New 98 $57K
SIMA Wealth Partners, LLC 0.05% No change 96 $56K
Carolina Wealth Advisors, LLC 0.03% Reduce -10.3% 96 $56K
Slocum, Gordon & Co LLP 0.02% No change 95 $56K
Aviso Financial Inc. 0.00% No change 93 $55K
Quantbot Technologies LP 0.00% New 93 $55K
Pathway Financial Advisers, LLC 0.02% Add +5.7% 93 $54K
Addison Advisors LLC 0.01% No change 91 $53K
PFS Partners, LLC 0.03% No change 86 $50K
HBC Financial Services, PLLC 0.03% Add +33.3% 80 $48K
Northwest Capital Management Inc 0.02% No change 81 $48K
Hantz Financial Services, Inc. 0.00% Reduce -3.6% 80 $47K
Future Financial Wealth Managment LLC 0.03% New 80 $47K
Field & Main Bank 0.02% Reduce -20.0% 80 $47K
Horizons Wealth Management 0.04% No change 77 $45K
Boyd Watterson Asset Management LLC 0.01% No change 72 $42K
Birchbrook, Inc. 0.02% No change 71 $42K
EPG Wealth Management LLC 0.01% Add +0.0% 68 $40K
Barrett & Company, Inc. 0.02% No change 67 $40K
Trifecta Capital Advisors, LLC 0.01% No change 66 $39K
Copley Financial Group, Inc. 0.03% — 65 $38K
Monetary Management Group Inc. 0.01% New 65 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -8.6% 64 $38K
Old Second National Bank of Aurora 0.01% No change 60 $35K
Bell Investment Advisors, Inc 0.01% No change 58 $34K
Sawyer & Company, Inc 0.01% No change 58 $34K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +107.1% 58 $34K
Gleason Group, Inc. 0.01% Reduce -23.7% 58 $34K
Caldwell Sutter Capital, Inc. 0.02% Reduce -13.6% 57 $33K
Beaird Harris Wealth Management, LLC 0.00% No change 57 $33K
Halpern Financial, Inc. 0.01% New 58 $33K
Richardson Capital Management LLC 0.02% No change 56 $33K
Creative Capital Management Investments LLC 0.01% No change 56 $33K
Colonial Trust Advisors 0.00% No change 56 $33K
Coastline Trust Co 0.00% New 55 $32K
First Community Trust NA 0.03% No change 53 $31K
True Wealth Design, LLC 0.01% No change 52 $31K
Princeton Global Asset Management LLC 0.01% No change 52 $30K
St. Johns Investment Management Company, LLC 0.01% New 51 $30K
Peterson Financial Group, Inc. 0.11% New 51 $30K
First Personal Financial Services 0.01% Add +19.1% 50 $29K
Tucker Asset Management LLC 0.01% No change 50 $29K
WR Wealth Planners, LLC 0.01% No change 50 $29K
Horizon Bancorp Inc. 0.01% No change 50 $29K
Arrow Financial Corp 0.00% No change 46 $27K
Private Wealth Management Group, LLC 0.01% No change 46 $27K
Signature Resources Capital Management, LLC 0.02% No change 44 $26K
Covestor Ltd 0.02% Reduce -52.2% 43 $25K
Roble, Belko & Company, Inc 0.00% No change 42 $25K
Flaharty Asset Management, LLC 0.00% New 42 $25K
Financial Network Wealth Advisors LLC 0.02% Reduce -62.7% 41 $24K
Darwin Wealth Management, LLC 0.01% New 41 $24K
Talon Private Wealth, LLC 0.01% — 41 $24K
Coston, McIsaac & Partners 0.01% Add +2.6% 40 $24K
Morton Brown Family Wealth, LLC 0.01% No change 40 $23K
Blume Capital Management, Inc. 0.01% No change 40 $23K
Atwood & Palmer Inc. 0.00% No change 40 $23K
HighMark Wealth Management LLC 0.01% No change 40 $23K
VitalStone Financial, LLC 0.01% Add +19.4% 37 $22K
Elevate Wealth Advisory, Inc. 0.02% No change 36 $21K
McIlrath & Eck, LLC 0.00% No change 36 $21K
Phillips Financial Management, LLC 0.00% No change 36 $21K
Kings Path Partners LLC 0.01% No change 34 $20K
FWL Investment Management, LLC 0.01% Add +52.4% 32 $19K
Eagle Bay Advisors LLC 0.01% No change 30 $18K
Northwest Investment Counselors, LLC 0.00% New 30 $18K
Winch Advisory Services, LLC 0.00% No change 29 $17K
Logan Capital Management Inc. 0.00% No change 27 $16K
Founders Capital Management 0.01% No change 27 $16K
Evermay Wealth Management LLC 0.00% New 25 $15K
First Command Advisory Services, Inc. 0.00% New 25 $15K
Central Pacific Bank - Trust Division 0.00% No change 23 $13K
Van Eck Associates Corp. 0.00% No change 22 $13K
MTM Investment Management, LLC 0.01% New 22 $13K
AllSquare Wealth Management LLC 0.01% No change 21 $12K
Investors Research Corp 0.00% No change 20 $12K
Oarsman Capital, Inc. 0.00% New 19 $11K
Ridgewood Investments LLC 0.01% No change 18 $11K
Zions Bancorporation, N.A. 0.00% No change 16 $9K
Pineridge Advisors LLC 0.00% New 15 $9K
Financial Avengers, Inc. 0.00% No change 14 $8K
Painted Porch Advisors LLC 0.00% No change 11 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $6K
Fairman Group, LLC 0.01% No change 10 $6K
Toth Financial Advisory Corp. 0.00% Reduce -80.0% 10 $6K
Chilton Capital Management LLC 0.00% No change 10 $6K
Naples Money Management LLC 0.01% New 10 $6K
Islay Capital Management, LLC 0.00% No change 10 $6K
Versant Capital Management, Inc 0.00% No change 10 $6K
Thompson Investment Management, Inc. 0.00% No change 10 $6K
Prestige Wealth Management Group LLC 0.00% Add +80.0% 9 $5K
Riverview Trust Co 0.00% No change 8 $5K
Accent Capital Management, LLC 0.00% Reduce -97.1% 6 $4K
Avion Wealth 0.00% No change 6 $3K
Kathleen S. Wright Associates Inc. 0.00% New 2 $1K
Stephens Consulting, LLC 0.00% No change 1 $587
Activest Wealth Management 0.00% Add +0.0% 1 $331

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