Vanguard Info Tech ETFVGTETF

13F holders, Q4 2024 (December 31)
1,739holders +164
109new positions
62sold out
6famous investors
$620.73avg. 13F price*

At the end of Q4 2024, 1,739 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 164 from Q3 2024. 109 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($9.5B), JPMorgan Chase & Co. ($3.6B) and Morgan Stanley ($1.3B). 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 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions109$47.8M
Exits62$113.8M

All 13F filers, Q3 2024 → Q4 2024: 2,565,873 shares bought and 1,445,723 shares sold, net +1,120,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,739 holders

Bank of America Corp. 0.88% Reduce -3.5% 15,338,237 $9.5B
JPMorgan Chase & Co. 0.28% Add +4.9% 5,765,957 $3.6B
Morgan Stanley 0.09% Add +0.5% 2,024,346 $1.3B
UBS Group AG 0.26% Add +4.0% 1,889,157 $1.2B
Wells Fargo & Company 0.23% Add +10.5% 1,514,592 $941.8M
LPL Financial LLC 0.34% Add +11.5% 1,325,876 $824.4M
Raymond James Financial Inc. 0.18% — 795,919 $494.9M
Royal Bank of Canada 0.10% Reduce -2.0% 734,870 $456.9M
Ameriprise Financial Inc. 0.11% Reduce -7.1% 715,656 $445.0M
Harel Insurance Investments & Financial Services Ltd. 6.87% Add +311.5% 674,791 $419.6M
Northwestern Mutual Wealth Management Co. 0.30% Add +4.0% 572,535 $356.0M
PGIM Custom Harvest LLC 6.77% Add +9.3% 557,134 $346.4M
Stifel Financial Corp. 0.26% Add +1.8% 397,332 $247.1M
Envestnet Asset Management Inc. 0.08% Reduce -16.1% 391,308 $243.3M
HighTower Advisors, LLC 0.31% Add +8.7% 360,955 $224.4M
Equitable Holdings, Inc. 1.92% Reduce -4.9% 324,519 $201.8M
PNC Financial Services Group, Inc. 0.13% Reduce -1.6% 321,849 $200.1M
Provida Pension Fund Administrator 3.88% Add +784.8% 305,920 $190.2M
SRB Corp. 9.73% Add +104.1% 272,826 $169.6M
Beacon Capital Management, Inc. 7.24% Reduce -5.6% 268,680 $167.1M
Cerity Partners LLC 0.36% Reduce -1.0% 266,611 $165.8M
Taiyo Life Insurance Co. 12.68% No change 251,500 $156.4M
Janney Montgomery Scott LLC 0.43% Add +2.6% 249,353 $155.0M
Rockefeller Capital Management L.P. 0.39% Add +6.1% 243,473 $151.3M
Russell Investments Group, Ltd. 0.20% Add +201629.0% 229,971 $143.0M
Cetera Investment Advisers 0.29% Reduce -2.3% 226,113 $140.6M
Commonwealth Equity Services, LLC 0.20% Add +1.9% 224,272 $139.5M
Nissay Asset Management Corp. /Japan 0.79% No change 204,727 $130.1M
Osaic Holdings, Inc. 0.26% Reduce -6.5% 184,678 $115.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 11.85% Reduce -0.8% 181,920 $113.1M
Armstrong Advisory Group, Inc. 8.42% Add +3.1% 169,701 $105.5M
M&T Bank Corp 0.35% Reduce -1.6% 165,965 $103.2M
Truist Financial Corp. 0.15% Reduce -0.2% 158,789 $98.7M
Cambridge Investment Research Advisors, Inc. 0.31% Add +2.2% 147,969 $92.0M
Two Sigma Investments, LP 0.21% Add +84.1% 137,500 $85.5M
Northern Trust Corp. 0.01% Add +6.0% 129,203 $80.3M
Spire Wealth Management 2.44% Add +3.1% 126,581 $78.7M
Creative Planning 0.07% Reduce -0.7% 123,639 $76.9M
Brown Advisory Inc. 0.09% Add +1.2% 118,637 $73.8M
Compass Financial Group, INC 13.55% Add +4.0% 114,957 $71.5M
Agf Management Ltd. 0.36% Reduce -5.8% 114,787 $71.4M
Bailard, Inc. 1.81% Reduce -0.4% 113,699 $70.7M
Goldman Sachs Group Inc. 0.01% Add +2.1% 112,694 $70.1M
NORTHSTAR ASSET MANAGEMENT Co 15.54% Reduce -0.1% 109,062 $67.8M
Manufacturers Life Insurance Company, The 0.05% Reduce -8.8% 99,718 $62.0M
Silicon Valley Capital Partners 6.71% Add +2.5% 96,686 $60.1M
WBH Advisory Inc. 5.51% Reduce -1.1% 95,423 $59.3M
Yarbrough Capital, LLC 2.13% Reduce -1.8% 89,058 $55.4M
Sanctuary Advisors, LLC 0.35% Reduce -8.2% 89,201 $55.3M
Fisher Asset Management 0.02% Reduce -16.6% 86,051 $53.5M
Systematic Alpha Investments, LLC 1.89% No change 82,300 $51.2M
MML Investors Services, LLC 0.17% Add +6.5% 81,255 $50.5M
MAI Capital Management 0.37% Add +40.6% 79,212 $49.3M
Comerica Bank 0.20% Add +8.9% 77,778 $48.4M
Peapack Gladstone Financial Corp. 0.70% Reduce -2.0% 77,716 $48.3M
Kestra Advisory Services, LLC 0.26% Add +20.0% 77,528 $48.2M
Lido Advisors, LLC 0.30% Add +2.8% 76,129 $47.3M
KCM Investment Advisors LLC 1.56% Reduce -8.8% 72,527 $45.1M
Wealth Enhancement Advisory Services, LLC 0.09% Add +18.8% 71,859 $44.7M
Mariner, LLC 0.07% Add +2.7% 71,401 $44.4M
Corient Private Wealth LP 0.07% Reduce -11.4% 71,658 $41.9M
FMR LLC 0.00% Add +4.0% 66,936 $41.6M
Stuart Chaussee & Associates, Inc. 10.19% Add +3.3% 66,138 $41.1M
Pinnacle Associates Ltd. 0.54% Reduce -0.0% 63,556 $39.5M
Apollon Wealth Management, LLC 0.90% Add +1843.1% 62,955 $39.1M
Avantax Advisory Services, Inc. 0.24% Reduce -1.6% 62,629 $38.9M
Madison Asset Management, LLC 0.44% Reduce -12.7% 62,334 $38.8M
Madison Investment Advisors, LLC 0.44% — 62,334 $38.8M
FIL Ltd 0.04% Add +6.5% 62,196 $38.7M
Trust Co. of Oklahoma 12.31% Add +0.3% 61,935 $38.5M
Private Advisor Group, LLC 0.22% Reduce -0.8% 61,528 $38.3M
Ami Investment Management Inc. 12.05% Reduce -0.0% 59,654 $37.1M
Hollencrest Capital Management 1.49% Add +0.1% 59,245 $36.8M
Park National Corp. 1.33% Reduce -2.3% 58,208 $36.2M
Harbour Investments, Inc. 1.01% Add +81.5% 56,672 $35.2M
GPS Wealth Strategies Group, LLC 4.51% Reduce -4.0% 56,455 $35.1M
Royal Fund Management, LLC 3.75% Add +1.9% 55,304 $34.6M
Full Sail Capital, LLC 2.18% Reduce -1.2% 54,970 $34.2M
Elwood & Goetz Wealth Advisory Group, LLC 8.21% Add +1.3% 54,137 $33.7M
Marotta Asset Management 6.96% Reduce -6.1% 53,541 $33.3M
SBI Securities Co., Ltd. 1.01% — 52,880 $32.9M
Steward Partners Investment Advisory, LLC 0.29% Reduce -2.4% 51,815 $32.2M
Tiaa Trust, National Association 0.09% Add +3.7% 47,606 $29.6M
MassMutual Private Wealth & Trust, FSB 0.80% Add +0.0% 46,143 $28.7M
Atria Wealth Solutions, Inc. 0.31% Reduce -1.9% 45,996 $28.6M
Enclave Advisors LLC 4.69% Reduce -1.3% 45,808 $28.5M
First Merchants Corp. 1.06% Reduce -0.1% 44,537 $27.7M
Mokosak Advisory Group, LLC 8.29% Reduce -1.0% 44,411 $27.7M
Portfolio Strategies, Inc. 3.84% Reduce -17.4% 43,553 $27.1M
Winthrop Capital Management, LLC 7.20% Add +3.0% 43,087 $27.0M
Fifth Third Bancorp 0.10% Add +4.3% 42,501 $26.4M
Keebeck Wealth Management 3.80% Reduce -0.9% 42,401 $26.4M
Advisory Services Network, LLC 0.49% Reduce -8.7% 41,899 $26.1M
Stratos Wealth Partners, LTD. 0.36% Reduce -1.2% 40,387 $25.1M
Pathstone Holdings, LLC 0.11% Reduce -1.9% 39,985 $24.9M
CVA Family Office, LLC 3.91% Add +6.3% 39,742 $24.7M
Gratus Wealth Advisors, LLC 3.88% Reduce -1.3% 38,995 $24.2M
Baird Financial Group, Inc. 0.05% Reduce -0.3% 38,689 $24.1M
Bank of Montreal 0.01% Add +9.4% 38,656 $24.0M
Wealth Group Ltd 6.90% Add +2.5% 38,374 $23.9M
Blair William & Co. 0.07% Add +3.1% 37,835 $23.5M
Capital Advisors Wealth Management, LLC 4.16% Add +0.9% 37,620 $23.4M
NorthCoast Asset Management LLC 0.11% Add +15.3% 37,398 $23.3M
Ieq Capital, LLC 0.22% Add +5.7% 37,054 $23.0M
White Lighthouse Investment Management Inc. 4.03% Reduce -1.9% 36,909 $23.0M
Cresset Asset Management, LLC 0.11% Reduce -15.3% 36,496 $22.7M
Callan Capital, LLC 1.62% Reduce -1.7% 35,596 $22.1M
Citigroup Inc. 0.02% Reduce -14.3% 35,425 $22.0M
Exchange Capital Management, Inc. 3.48% Add +2.0% 35,233 $21.9M
Wiser Wealth Management, Inc 6.10% Add +3.7% 34,932 $21.7M
Mercer Global Advisors Inc. 0.05% Reduce -79.5% 34,767 $21.5M
Baker Ellis Asset Management LLC 3.16% Reduce -1.7% 34,546 $21.5M
XML Financial, LLC 1.96% Add +5.2% 34,380 $21.4M
Robertson Stephens Wealth Management, LLC 0.75% Reduce -4.8% 34,085 $21.2M
Fiduciary Trust Co 0.27% Add +23.8% 32,566 $20.2M
BBR Partners, LLC 1.39% No change 31,981 $19.9M
Annex Advisory Services, LLC 0.59% Reduce -6.6% 31,226 $19.4M
Lowe Brockenbrough & Co. Inc. 1.21% Add +1.7% 30,355 $18.9M
Wealthfront Advisers LLC 0.06% Add +1.3% 30,341 $18.9M
Focus Partners Wealth 0.05% Reduce -4.7% 29,625 $18.4M
Jones Financial Companies LLLP 0.02% Add +40.4% 28,457 $17.7M
Leeward Financial Partners, LLC 6.31% Add +6.2% 28,456 $17.7M
Anchor Investment Management, LLC 1.65% Reduce -0.8% 28,450 $17.7M
Welch Capital Partners LLC 3.76% Reduce -0.3% 27,976 $17.4M
Jmac Enterprises LLC 2.70% Add +2.5% 27,678 $17.2M
Brandywine Oak Private Wealth LLC 1.66% Reduce -0.2% 27,331 $17.0M
Sound View Wealth Advisors Group, LLC 1.36% Add +0.8% 27,188 $16.9M
Johnson Investment Counsel Inc. 0.16% Add +3.4% 27,024 $16.8M
Karpus Management, Inc. 0.49% Reduce -8.3% 26,899 $16.7M
Financial Perspectives, Inc 5.54% Add +15.6% 26,517 $16.5M
Axiom Financial Strategies, LLC 9.17% Reduce -3.2% 26,442 $16.4M
Integrated Wealth Concepts LLC 0.19% Add +8.3% 26,315 $16.4M
Cornerstone Advisory, LLC 1.85% Reduce -3.4% 25,461 $16.3M
Wilmington Savings Fund Society, FSB 0.28% Reduce -6.8% 25,262 $15.7M
Kestra Private Wealth Services, LLC 0.27% Reduce -3.9% 25,141 $15.6M
Wall Street Financial Group, Inc. 14.72% Add +10.2% 24,234 $15.1M
Beacon Capital Management, LLC 1.96% Add +10.2% 24,187 $15.0M
Crewe Advisors LLC 2.06% Reduce -0.2% 24,004 $14.9M
SCS Capital Management LLC 0.31% Reduce -2.9% 23,960 $14.9M
Proquility Private Wealth Partners, LLC 4.78% Add +1.7% 23,880 $14.8M
Curran Financial Partners, LLC 3.89% Reduce -7.3% 23,854 $14.8M
Founders Grove Wealth Partners, LLC 4.23% — 23,498 $14.6M
Curtis Advisory Group, LLC 3.85% No change 23,415 $14.6M
Madden Advisory Services, Inc. 6.73% Add +0.3% 23,313 $14.5M
Curi Capital, LLC 0.33% Reduce -0.7% 23,264 $14.5M
NRI Wealth Management LC 9.77% — 22,780 $14.2M
Fca Corp. 4.38% Reduce -0.9% 22,562 $14.0M
Captrust Financial Advisors 0.04% Reduce -9.9% 22,253 $13.8M
Kwmg, LLC 1.42% Reduce -4.0% 22,125 $13.8M
Atlas Legacy Advisors, LLC 3.30% — 21,933 $13.6M
Dorsey & Whitney Trust CO LLC 0.75% Reduce -2.4% 21,802 $13.6M
Scotia Capital Inc. 0.07% Add +3.3% 21,748 $13.5M
Assetmark, Inc. 0.04% Add +13.4% 21,690 $13.5M
Triangle Securities Wealth Management 3.45% Reduce -1.5% 21,602 $13.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.12% Add +1.5% 21,580 $13.4M
Aspiriant, LLC 0.48% Reduce -0.2% 21,427 $13.3M
CoreCap Advisors, LLC 0.60% Add +3.4% 21,335 $13.3M
NewEdge Wealth, LLC 0.23% Reduce -5.5% 21,151 $13.2M
Wedbush Securities Inc. 0.47% Add +17.1% 21,074 $13.1M
Wheelhouse Advisory Group LLC 7.62% Add +1.9% 20,640 $12.8M
IFS Advisors, LLC 10.02% Reduce -4.2% 20,501 $12.7M
Atlas Capital Advisors Inc. 1.62% Reduce -4.8% 20,473 $12.7M
Chatham Capital Group, Inc. 2.09% Reduce -0.9% 20,468 $12.7M
Certified Advisory Corp 1.36% Reduce -0.6% 20,206 $12.6M
Mgo One Seven LLC 0.48% Add +29.4% 19,972 $12.4M
Hobart Private Capital, LLC 3.07% Reduce -1.3% 19,913 $12.4M
Capital Planning LLC 3.23% Reduce -0.9% 19,784 $12.3M
B. Riley Wealth Advisors, Inc. 0.40% Reduce -6.6% 19,601 $12.2M
Sage Mountain Advisors LLC 0.87% No change 19,227 $12.0M
Perigon Wealth Management, LLC 0.29% Add +7.9% 19,330 $11.9M
NewEdge Advisors, LLC 0.07% Reduce -1.1% 19,172 $11.9M
Alexander Labrunerie & Co., Inc. 5.32% Add +0.7% 19,108 $11.9M
Townsquare Capital LLC 0.13% Add +20.6% 18,773 $11.7M
Kinloch Capital, LLC 5.79% Add +2810.3% 18,597 $11.6M
First Financial Corp. 5.35% Add +2.2% 18,479 $11.5M
Barings LLC 0.28% Add +219.6% 18,474 $11.5M
Van Eck Associates Corp. 0.01% Add +83745.4% 18,446 $11.5M
First PREMIER Bank 2.91% Add +0.6% 18,402 $11.4M
Arkansas Financial Group, Inc. 1.84% Add +7.1% 18,322 $11.4M
Independent Advisor Alliance 0.15% Add +2134.2% 18,320 $11.4M
Bokf, NA 0.19% Reduce -6.7% 18,473 $11.3M
Snowden Capital Advisors LLC 0.35% Add +2.1% 18,139 $11.3M
Evelyn Partners Investment Management (Europe) Ltd 4.08% — 18,033 $11.2M
Bordeaux Wealth Advisors LLC 1.80% Reduce -4.4% 17,973 $11.2M
TD Private Client Wealth LLC 0.31% Reduce -6.7% 17,966 $11.2M
Principle Wealth Partners LLC 0.77% Reduce -2.1% 17,698 $11.0M
CIBC Private Wealth Group LLC 0.02% Add +2.7% 17,343 $10.9M
Magnolia Wealth Management, LLC 7.52% Add +2.2% 17,404 $10.8M
Strengthening Families & Communities, LLC 6.12% Add +5.3% 17,353 $10.8M
Natixis Advisors, LLC 0.02% Add +11.0% 17,321 $10.8M
Bouchey Financial Group, Ltd. 0.93% Reduce -2.1% 17,147 $10.7M
Delta Financial Group, Inc. 2.48% Add +1.1% 17,064 $10.6M
Praetorian Wealth Management, Inc. 2.53% Reduce -4.6% 16,776 $10.4M
Leavell Investment Management, Inc. 0.51% Reduce -0.5% 16,710 $10.4M
Atria Investments, Inc 0.13% Add +18.6% 16,630 $10.3M
JBR Co Financial Management Inc 6.27% Add +2.9% 16,531 $10.3M
Olistico Wealth, LLC 5.92% Add +2.9% 16,376 $10.2M
SteelPeak Wealth, LLC 0.42% Reduce -74.1% 16,322 $10.1M
Chevy Chase Trust Holdings, LLC 0.03% Add +15.3% 16,006 $10.0M
IFG Advisory, LLC 0.56% Add +9.2% 15,933 $9.9M
Focused Wealth Management, Inc 1.34% Reduce -1.9% 15,917 $9.9M
Drucker Wealth 3.0, LLC 2.28% Add +33.0% 15,889 $9.9M
TRUE Private Wealth Advisors 1.18% Add +11.9% 15,568 $9.7M
Advantage Trust Co 5.68% Reduce -10.5% 15,529 $9.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -0.6% 15,378 $9.6M
Financial Freedom, LLC 5.04% Add +0.6% 15,368 $9.6M
Western Wealth Management, LLC 0.51% Add +5.1% 15,358 $9.5M
Evergreen Capital Management LLC 0.31% Add +0.3% 15,348 $9.5M
Oppenheimer & Co. Inc. 0.14% Add +5.1% 15,324 $9.5M
Bryn Mawr Trust Advisors, LLC 0.51% Reduce -11.9% 15,156 $9.4M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -4.5% 15,080 $9.4M
Penobscot Wealth Management 4.31% Add +3.3% 15,038 $9.3M
Beacon Pointe Advisors, LLC 0.10% Add +0.1% 14,906 $9.3M
BIP Alliance, LLC 3.92% — 14,891 $9.3M
Glenmede Trust Co. NA 0.05% Reduce -8.6% 14,693 $9.1M
US Bancorp \de 0.01% Add +0.5% 14,502 $9.0M
HB Wealth Management, LLC 0.09% Add +0.8% 14,258 $8.9M
Patton Albertson Miller Group, LLC 1.16% Add +0.7% 14,003 $8.7M
NWF Advisory Services Inc. 1.27% Add +7.9% 13,957 $8.7M
Ameritas Advisory Services, LLC 0.30% Add +37.3% 13,947 $8.7M
Bristlecone Advisors, LLC 0.68% Add +0.1% 13,934 $8.7M
Perennial Investment Advisors, LLC 1.01% Reduce -11.6% 13,754 $8.6M
Diversify Wealth Management, LLC 0.67% Add +3.1% 13,936 $8.5M
Belpointe Asset Management LLC 0.51% Reduce -2.5% 14,690 $8.4M
Naples Global Advisors, LLC 0.78% Add +3.3% 13,410 $8.3M
Synovus Financial Corp. 0.11% Reduce -49.7% 13,386 $8.3M
J.W. Cole Advisors, Inc. 0.33% Reduce -0.3% 13,160 $8.2M
Advisors Capital Management, LLC 0.13% Add +0.2% 13,063 $8.1M
Haverford Trust Co 0.08% Reduce -0.2% 13,061 $8.1M
New Insight Wealth Advisors 4.06% Add +5.3% 13,051 $8.1M
Moneta Group Investment Advisors LLC 0.11% Add +14.8% 13,020 $8.1M
Invst, LLC 0.98% Reduce -10.0% 12,966 $8.1M
Cornerstone Advisors Asset Management, LLC 1.74% Reduce -0.1% 12,932 $8.0M
Fifth Third Securities, Inc. 0.68% Reduce -8.7% 12,800 $8.0M
Vista Investment Management 3.00% Add +2.2% 12,718 $7.9M
Parallel Advisors, LLC 0.18% Reduce -1.9% 12,656 $7.9M
Richmond Brothers, Inc. 4.99% Add +7.3% 12,516 $7.8M
Manchester Capital Management LLC 0.90% Add +129.4% 12,479 $7.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -53.6% 12,471 $7.8M
NorthCrest Asset Manangement, LLC 0.23% Add +0.7% 12,222 $7.6M
Culbertson A N & Co. Inc. 1.20% Reduce -5.7% 12,165 $7.6M
Choreo, LLC 0.11% Add +15.7% 12,115 $7.6M
Cibc World Market Inc. 0.02% Add +11.9% 12,159 $7.6M
D.A. Davidson & Co. 0.06% Reduce -1.6% 12,144 $7.6M
Neville Rodie & Shaw Inc. 0.55% Add +0.1% 12,136 $7.5M
Allworth Financial LP 0.04% Add +0.8% 11,685 $7.5M
E&G Advisors, LLC 2.04% Add +2.5% 12,083 $7.5M
Sabal Trust CO 0.43% Reduce -1.9% 11,980 $7.4M
Kingswood Wealth Advisors, LLC 0.56% Reduce -26.3% 11,911 $7.4M
Citadel Advisors 0.01% Reduce -19.0% 11,768 $7.3M
Quantinno Capital Management LP 0.07% Add +14.3% 11,682 $7.3M
EP Wealth Advisors, LLC 0.06% Reduce -23.4% 11,595 $7.2M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 11,484 $7.1M
Bravias Capital Group, LLC 5.76% — 11,497 $7.1M
Transatlantique Private Wealth LLC 2.69% Add +11.4% 11,401 $7.1M
Flagship Private Wealth, LLC 3.41% Add +2.4% 11,387 $7.1M
Gladstone Institutional Advisory LLC 0.33% Reduce -7.1% 11,382 $7.1M
Independent Financial Group, LLC 0.23% Add +6.5% 11,335 $7.0M
Hartford Financial Management Inc. 1.43% Reduce -0.7% 11,192 $7.0M
MOKAN Wealth Management Inc. 4.37% — 11,045 $6.9M
Security Financial Services, INC. 1.39% No change 11,010 $6.8M
Williams Jones Wealth Management, LLC. 0.08% Add +43.2% 11,007 $6.8M
SWAN Capital LLC 3.33% Reduce -21.0% 10,970 $6.8M
Brookstone Capital Management 0.10% Reduce -0.6% 10,945 $6.8M
Oliver Luxxe Assets LLC 1.23% No change 11,594 $6.8M
Breed's Hill Capital LLC 3.55% No change 10,929 $6.8M
Mutual Advisors, LLC 0.20% Reduce -3.9% 10,955 $6.8M
Trilogy Capital Inc. 0.35% Add +0.4% 10,815 $6.7M
Ausdal Financial Partners, Inc. 0.58% Add +5.3% 10,728 $6.7M
Titleist Asset Management, LLC 0.76% Add +18.2% 10,653 $6.6M
Sheridan Capital Management, LLC 4.65% Add +1.3% 10,640 $6.6M
Quintet Private Bank (Europe) S.A. 0.36% Reduce -10.9% 10,630 $6.6M
Concurrent Investment Advisors, LLC 0.18% Reduce -5.5% 10,591 $6.6M
Kesler, Norman & Wride, LLC 1.42% Reduce -0.8% 10,562 $6.6M
Jane Street Group, LLC 0.01% Reduce -6.7% 10,471 $6.5M
Tandem Wealth Advisors LLC 3.32% Reduce -12.5% 10,459 $6.5M
Theory Financial LLC 2.71% Reduce -1.5% 10,405 $6.5M
Foundations Investment Advisors, LLC 0.12% Add +26.8% 10,358 $6.4M
Prime Capital Investment Advisors, LLC 0.09% Add +12.5% 10,218 $6.4M
Raab & Moskowitz Asset Management LLC 1.54% Add +0.0% 10,100 $6.3M
Exchange Traded Concepts, LLC 0.13% Add +0.9% 10,073 $6.3M
Bank of New Hampshire 1.60% Reduce -0.1% 10,022 $6.2M
Cwm, LLC 0.03% Add +45.5% 10,016 $6.2M
Altura Wealth Advisors Inc. 4.59% Reduce -15.1% 10,012 $6.2M
IHT Wealth Management, LLC 0.20% Reduce -14.5% 9,920 $6.2M
Prospera Financial Services Inc 0.14% Add +9.4% 9,881 $6.1M
Marshall & Sterling Wealth Advisors Inc. 4.23% — 9,853 $6.1M
Fischer Financial Services, Inc. 1.92% — 9,815 $6.1M
Strategic Blueprint, LLC 0.36% Add +5.3% 9,696 $6.0M
Concourse Financial Group Securities, Inc. 0.34% Add +4.3% 10,878 $6.0M
Edge Capital Group, LLC 0.26% Reduce -1.1% 9,468 $5.9M
Sebold Capital Management, Inc. 3.94% Reduce -7.7% 9,463 $5.9M
Kingsview Wealth Management, LLC 0.11% Reduce -4.8% 9,437 $5.9M
Signature Estate & Investment Advisors LLC 0.15% Reduce -2.7% 9,390 $5.8M
World Investment Advisors 0.16% Add +3.3% 9,387 $5.8M
Tranquilli Financial Advisor LLC 3.69% Reduce -0.4% 9,380 $5.8M
Optimum Investment Advisors 2.57% Add +0.8% 9,378 $5.8M
Vermillion Wealth Management, Inc. 2.98% — 9,347 $5.8M
Proficio Capital Partners LLC 0.47% Reduce -0.8% 9,278 $5.8M
Pallas Capital Advisors LLC 0.25% Reduce -2.6% 9,250 $5.8M
Modera Wealth Management, LLC 0.07% Reduce -0.2% 9,224 $5.7M
Joel Isaacson & Co., LLC 0.26% Add +10.9% 9,206 $5.7M
GWN Securities Inc. 1.53% — 8,951 $5.7M
AE Wealth Management LLC 0.05% Add +4.5% 9,175 $5.7M
Wulff, Hansen & Co. 5.32% Reduce -1.5% 9,042 $5.6M
First Bancorp, Inc 3.84% Reduce -10.7% 9,027 $5.6M
Diversified Enterprises, LLC 0.53% Add +0.8% 8,937 $5.6M
MY Wealth Management Inc. 5.55% Reduce -0.8% 8,934 $5.6M
FPC Investment Advisory, Inc. 4.04% Reduce -4.0% 8,960 $5.5M
Bessemer Group Inc. 0.01% Add +1.2% 8,876 $5.5M
Wedmont Private Capital 0.29% Add +32.4% 8,900 $5.5M
Syon Capital LLC 0.49% Reduce -6.3% 8,749 $5.4M
Valley National Advisers Inc. 0.98% Add +4.2% 8,748 $5.4M
Fairway Financial, LLC 4.95% — 8,714 $5.4M
Flputnam Investment Management Co. 0.10% Reduce -8.6% 8,696 $5.4M
Eley Financial Management, Inc 2.09% Reduce -4.2% 8,638 $5.4M
O'shaughnessy Asset Management, LLC 0.05% Add +7.7% 8,632 $5.4M
Commerce Bank 0.03% Add +0.1% 8,603 $5.3M
MMBG Investment Advisors Co. 0.57% Reduce -10.1% 8,590 $5.3M
&partners 0.06% Add +16.0% 8,439 $5.3M
Empower Advisory Group, LLC 0.02% Add +1.5% 8,565 $5.3M
Financial Advisory Partners, LLC 1.77% Add +2.3% 8,561 $5.3M
CreativeOne Wealth, LLC 0.16% Reduce -1.7% 8,524 $5.3M
U.S. Capital Wealth Advisors, LLC 0.16% Add +97.9% 8,509 $5.3M
Sound Stewardship, LLC 3.13% Reduce -1.9% 8,470 $5.3M
Wealthspire Retirement, LLC 0.41% Reduce -0.3% 8,412 $5.2M
Grayhawk Investment Strategies Inc. 9.96% No change 8,406 $5.2M
Sigma Planning Corp 0.16% Add +1.9% 8,298 $5.2M
Marion Wealth Management 1.36% Reduce -0.1% 8,250 $5.1M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -0.5% 8,157 $5.1M
BNP Paribas Financial Markets 0.00% Reduce -18.8% 8,114 $5.0M
Summit Trail Advisors, LLC 0.19% Add +6.8% 8,069 $5.0M
Wealthcare Advisory Partners LLC 0.14% Add +3.7% 7,871 $4.9M
Fingerlakes Wealth Management, Inc. 3.95% Add +2.4% 7,866 $4.9M
Cornerstone Advisors, LLC 0.19% No change 7,800 $4.9M
BlackRock, Inc. 0.00% Add +42.2% 7,731 $4.8M
Barclays PLC 0.00% Add +13.3% 7,720 $4.8M
Dagco, Inc. 1.59% Add +15.6% 7,706 $4.8M
Acorn Creek Capital LLC 2.46% Reduce -1.6% 7,693 $4.8M
Farmers National Bank 1.39% — 7,652 $4.8M
Ignite Planners, LLC 1.04% Add +17.5% 7,478 $4.7M
Sequoia Financial Advisors, LLC 0.05% Add +131.4% 7,584 $4.7M
Trinity Legacy Partners, LLC 1.20% Add +4.4% 7,499 $4.7M
Tandem Investment Partners LLC 4.46% — 7,496 $4.7M
SeaCrest Wealth Management, LLC 0.49% Add +4.0% 7,454 $4.6M
Merit Financial Group, LLC 0.08% Add +6.3% 7,445 $4.6M
McNaughton Wealth Management, LLC 2.23% Add +1.4% 7,441 $4.6M
Focus Financial Network, Inc. 0.18% Reduce -1.0% 7,424 $4.6M
Mather Group, Llc. 0.06% Reduce -7.1% 7,411 $4.6M
Global Retirement Partners, LLC 0.13% Add +31.0% 7,260 $4.5M
Evolution Wealth Advisors, LLC 0.75% Add +5.0% 7,246 $4.5M
Davis Investment Partners, LLC 1.90% Reduce -0.1% 7,330 $4.5M
Parker Investment Management, LLC 0.69% Add +0.6% 7,154 $4.4M
Chicago Partners Investment Group LLC 0.15% Add +2.1% 6,996 $4.4M
N.E.W. Advisory Services LLC 0.41% Reduce -3.4% 7,022 $4.4M
CENTRAL TRUST Co 0.11% Reduce -0.5% 7,022 $4.4M
Apexium Financial, LP 0.26% Add +24.3% 6,972 $4.3M
Avidian Wealth Enterprises, LLC 0.19% Reduce -4.8% 6,957 $4.3M
Oak Harvest Investment Services 0.60% Add +26.9% 6,891 $4.3M
DAVENPORT & Co LLC 0.02% Reduce -0.0% 6,825 $4.2M
Keybank National Association 0.02% Add +39.7% 6,814 $4.2M
Cathy Pareto & Associates, Inc. 3.89% — 6,802 $4.2M
Associated Banc-Corp 0.13% Reduce -0.0% 6,794 $4.2M
IFP Advisors, Inc 0.14% Add +12.3% 6,754 $4.2M
Atlantic Family Wealth, LLC 4.94% — 6,724 $4.2M
International Assets Investment Management, LLC 0.34% New 6,635 $4.1M
Highline Wealth Partners LLC 1.35% Reduce -5.1% 6,624 $4.1M
Cardinal Point Capital Management ULC 0.65% Add +448.1% 6,621 $4.1M
Old National Bancorp 0.10% Reduce -5.9% 6,619 $4.1M
Meitav Investment House Ltd. 0.07% No change 6,562 $4.1M
Asset Management Group, Inc. 0.72% Reduce -2.9% 6,538 $4.1M
MontVue Capital Management, Inc. 3.08% Reduce -0.5% 6,488 $4.0M
Smith Salley Wealth Management 0.26% Reduce -5.0% 6,463 $4.0M
Caprock Group, LLC 0.13% Reduce -4.9% 6,421 $4.0M
Sierra Capital LLC 0.47% No change 6,410 $4.0M
Patriot Investment Management Group, Inc. 0.30% Reduce -4.8% 6,394 $4.0M
Private Portfolio Partners LLC 0.73% Add +2.1% 6,392 $4.0M
Bellevue Asset Management, LLC 2.05% Reduce -0.3% 6,386 $4.0M
Idaho Trust Co 1.98% Reduce -2.9% 6,334 $3.9M
McAdam, LLC 0.21% Add +0.8% 6,316 $3.9M
Dakota Wealth Management 0.09% Add +16.4% 6,314 $3.9M
Daymark Wealth Partners, LLC 0.16% Reduce -4.6% 6,251 $3.9M
Capital Advisors Inc. 0.08% Add +2.6% 6,224 $3.9M
Sanctuary Wealth Management, L.L.C. 2.56% Reduce -1.5% 6,223 $3.9M
Transcend Capital Advisors, LLC 0.28% Reduce -0.9% 6,154 $3.8M
Ciovacco Capital Management LLC 2.17% Add +25.1% 6,100 $3.8M
Creative Financial Designs Inc. 0.31% Reduce -48.9% 6,090 $3.8M
Trust Co. of Vermont 0.18% Add +765.9% 6,061 $3.8M
PCG Asset Management, LLC 3.30% — 6,058 $3.8M
Vanguard Group Inc. 0.00% Add +8.5% 6,050 $3.8M
Stratos Wealth Advisors, LLC 0.18% Reduce -29.0% 6,040 $3.8M
Simmons Bank 0.27% Reduce -1.9% 6,008 $3.7M
Rehmann Capital Advisory Group 0.24% Add +9.5% 6,004 $3.7M
Tradewinds, LLC. 1.04% Reduce -0.6% 5,942 $3.7M
PFG Advisors 0.23% Add +1.2% 6,000 $3.7M
Lam Group, Inc. 2.65% Add +13.6% 5,969 $3.7M
Clifford Group, LLC 2.82% Add +2.8% 5,949 $3.7M
Sandy Spring Bank 0.15% Add +0.6% 5,944 $3.7M
Wealthspire Advisors, LLC 0.04% Add +10.8% 5,919 $3.7M
Shira Ridge Wealth Management 1.76% Add +0.7% 5,778 $3.6M
Realta Investment Advisors 1.45% Add +180.4% 5,596 $3.5M
Wolff Financial Management LLC 0.98% Add +10.8% 5,688 $3.5M
Global Wealth Management, LLC 2.26% Add +2.5% 5,687 $3.5M
Thrivent Financial for Lutherans 0.01% Add +21.4% 5,675 $3.5M
Rathbones Group PLC 0.02% Add +3.7% 5,667 $3.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.4% 5,607 $3.5M
Salomon & Ludwin, LLC 0.37% Reduce -3.8% 5,596 $3.5M
Insigneo Advisory Services, LLC 0.36% Add +3.0% 5,575 $3.5M
Compound Planning, Inc. 0.17% Add +26.1% 5,534 $3.4M
Rwa Wealth Partners, LLC 0.04% Add +5.0% 5,531 $3.4M
Freestone Capital Holdings, LLC 0.12% Reduce -1.6% 5,525 $3.4M
Sunbelt Securities, Inc. 0.30% Add +60.2% 5,393 $3.4M
Mission Wealth Management, LP 0.08% Add +16.6% 5,425 $3.4M
New England Private Wealth Advisors LLC 0.53% Reduce -0.1% 5,397 $3.4M
Soltis Investment Advisors LLC 0.31% Add +7.1% 5,348 $3.3M
Ballast, Inc. 0.95% Reduce -0.8% 5,345 $3.3M
Jacobi Capital Management LLC 0.25% Add +1.9% 5,332 $3.3M
Retirement Planning Group, LLC 0.17% Add +9.6% 5,317 $3.3M
Peachtree Investment Partners, LLC 1.24% Add +8.4% 5,313 $3.3M
Steel Grove Capital Advisors, LLC 0.47% Reduce -1.7% 5,301 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Add +1.9% 5,242 $3.3M
Thomasville National Bank 0.23% No change 5,234 $3.3M
St. Nicholas Private Asset Management, Inc. 2.90% — 5,224 $3.2M
Hilltop Holdings Inc. 0.20% Reduce -0.4% 5,214 $3.2M
Premier Path Wealth Partners, LLC 0.49% Reduce -2.1% 5,204 $3.2M
Neuberger Berman Group LLC 0.00% Reduce -3.6% 5,201 $3.2M
Absolute Capital Management, LLC 1.79% Reduce -4.3% 5,190 $3.2M
Cozad Asset Management Inc. 0.30% Reduce -0.1% 5,182 $3.2M
Apollon Financial, LLC 0.80% Add +2.9% 5,153 $3.2M
FRG Family Wealth Advisors LLC 0.58% Add +4.9% 5,137 $3.2M
RBA Wealth Management, LLC 1.22% Add +14.2% 5,135 $3.2M
OneDigital Investment Advisors LLC 0.04% Add +6.5% 5,095 $3.2M
Insight Advisors, LLC/ PA 0.54% Add +1.4% 5,043 $3.2M
Houlihan Financial Resource Group, Ltd. 1.34% No change 5,068 $3.2M
CW Advisors, LLC 0.04% Add +32.0% 5,042 $3.1M
Zhang Financial LLC 0.18% Add +2.2% 5,023 $3.1M
Stonebridge Financial Planning Group, LLC 1.39% Reduce -2.7% 4,991 $3.1M
Bray Capital Advisors 0.84% Add +0.0% 4,971 $3.1M
Mainsail Asset Management, LLC 2.16% Add +0.1% 4,967 $3.1M
Magnus Financial Group LLC 0.30% Add +2.0% 4,959 $3.1M
Birchcreek Wealth Management, LLC 1.93% Reduce -11.3% 4,934 $3.1M
Checchi Capital Advisers, LLC 0.23% Add +1.0% 4,932 $3.1M
Cora Capital Advisors LLC 1.47% No change 4,890 $3.0M
First Horizon Advisors, Inc. 0.09% Reduce -1.9% 4,883 $3.0M
Main Street Financial Solutions, LLC 0.29% Reduce -26.9% 4,810 $3.0M
Smith, Moore & Co. 0.27% Add +12.1% 4,795 $3.0M
Archford Capital Strategies, LLC 0.45% No change 4,765 $3.0M
NBT Bank, N.A. 0.21% Reduce -0.2% 4,741 $2.9M
CWA Asset Management Group, LLC 0.15% Add +0.0% 4,623 $2.9M
JNBA Financial Advisors 0.29% Reduce -1.8% 4,596 $2.9M
Savant Capital, LLC 0.02% Reduce -11.8% 4,582 $2.8M
Waldron Private Wealth LLC 0.11% Add +1.5% 4,578 $2.8M
High Net Worth Advisory Group LLC 0.79% Add +1.0% 4,557 $2.8M
Focus Partners Advisor Solutions, LLC 0.05% Add +0.9% 4,477 $2.8M
Gray Wealth Management Inc. 1.05% Add +1.6% 4,466 $2.8M
Bradley Foster & Sargent Inc. 0.05% Reduce -2.2% 4,443 $2.8M
TD Waterhouse Canada Inc. 0.02% Add +0.4% 4,445 $2.8M
Essex Financial Services, Inc. 0.20% Add +11.8% 4,441 $2.8M
Innovative Wealth Building LLC 2.49% — 4,434 $2.8M
Resolute Advisors LLC 0.55% Add +0.3% 4,428 $2.8M
One Charles Private Wealth Services, LLC 0.93% Add +9.6% 4,426 $2.8M
Curated Wealth Partners LLC 0.31% Reduce -0.1% 4,425 $2.8M
Lodestar Private Asset Management LLC 0.34% Reduce -1.8% 4,422 $2.7M
Hopwood Financial Services, Inc. 2.08% — 4,422 $2.7M
Cary Street Partners Financial LLC 0.09% — 4,394 $2.7M
Liberty Wealth Management LLC 0.45% Add +1.6% 4,342 $2.7M
Certuity, LLC 0.29% Reduce -34.0% 4,345 $2.7M
Guerra Advisors Inc 1.50% — 4,340 $2.7M
Gotham Asset Management 0.03% No change 4,300 $2.7M
Compass Ion Advisors, LLC 0.32% Add +1.0% 4,298 $2.7M
Eclectic Associates Inc. 0.79% New 4,297 $2.7M
Tsfg, LLC 0.54% Add +0.5% 4,265 $2.7M
StoneX Group Inc. 0.15% Add +191.6% 4,252 $2.6M
Ayalon Insurance Comp Ltd. 0.82% No change 4,246 $2.6M
BTG Pactual Asset Management US LLC 0.34% Reduce -4.5% 5,893 $2.6M
Evoke Wealth, LLC 0.07% Reduce -21.2% 4,194 $2.6M
Whittier Trust Co. 0.03% Add +0.5% 4,184 $2.6M
J. Safra Sarasin Holding AG 0.04% No change 4,183 $2.6M
NorthRock Partners, LLC 0.08% Reduce -23.5% 4,163 $2.6M
Ascent Group, LLC 0.19% Reduce -11.1% 4,139 $2.6M
Stephens Inc. 0.04% Add +3.7% 4,136 $2.6M
Bison Wealth, LLC 0.31% — 4,131 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +8.8% 4,109 $2.6M
Orion Portfolio Solutions, LLC 0.03% Add +8.8% 4,109 $2.6M
Lazard Asset Management LLC 0.00% No change 4,100 $2.5M
Gryphon Financial Partners LLC 0.36% Add +2.0% 4,082 $2.5M
GPM Growth Investors, Inc. 1.07% Reduce -0.6% 4,071 $2.5M
National Wealth Management Group, LLC 1.68% Add +2.9% 4,066 $2.5M
Laidlaw Wealth Management LLC 1.09% Reduce -2.5% 4,016 $2.5M
Retirement Guys Formula LLC 1.26% Reduce -7.7% 4,009 $2.5M
Evanson Asset Management, LLC 0.17% Add +32.8% 3,994 $2.5M
Peregrine Asset Advisers, Inc. 0.91% Reduce -3.1% 3,989 $2.5M
Symphony Financial Services, Inc. 1.99% Reduce -1.2% 3,987 $2.5M
Garde Capital, Inc. 0.16% Add +11.6% 3,973 $2.5M
Center for Financial Planning, Inc. 0.33% Reduce -0.3% 3,965 $2.5M
Cutter & CO Brokerage, Inc. 0.60% Reduce -5.7% 3,960 $2.5M
Aptus Capital Advisors, LLC 0.03% Add +10.6% 3,936 $2.4M
Crestwood Advisors Group, LLC 0.05% Add +9.6% 3,930 $2.4M
Hazlett, Burt & Watson, Inc. 1.08% Add +0.1% 3,929 $2.4M
Centaurus Financial, Inc. 0.15% Add +0.1% 3,894 $2.4M
American Trust 0.18% New 3,891 $2.4M
Valmark Advisers, Inc. 0.04% Add +5.0% 3,890 $2.4M
Physician Wealth Advisors, Inc. 0.41% Add +1.3% 3,872 $2.4M
L. Roy Papp & Associates, LLP 0.28% No change 3,835 $2.4M
BLB&B Advisors, LLC 0.12% Add +14.1% 3,823 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +11.7% 3,814 $2.4M
Citizens Financial Group Inc. 0.05% Reduce -17.1% 3,813 $2.4M
Christensen, King & Associates Investment Services, Inc. 1.11% Reduce -3.9% 3,676 $2.4M
Main Management LLC 0.19% No change 3,806 $2.4M
tru Independence LLC 0.74% Reduce -0.2% 3,803 $2.4M
Sharper & Granite LLC 1.04% Reduce -3.4% 3,799 $2.4M
TruWealth Advisors, LLC 0.14% Add +1.1% 3,768 $2.3M
Joule Financial, LLC 0.83% Add +4.7% 3,761 $2.3M
Tower View Wealth Management LLC 1.23% Reduce -0.7% 3,758 $2.3M
Clearstead Advisors, LLC 0.04% Reduce -8.6% 3,754 $2.3M
Cadent Capital Advisors, LLC 0.81% Add +40.3% 3,751 $2.3M
Cornerstone Wealth Management, LLC 0.16% Reduce -0.7% 3,741 $2.3M
Bragg Financial Advisors, Inc 0.09% Add +13.4% 3,734 $2.3M
Geneos Wealth Management Inc. 0.08% Reduce -22.6% 3,687 $2.3M
Leelyn Smith, LLC 0.40% No change 3,655 $2.3M
Valeo Financial Advisors, LLC 0.06% Reduce -1.9% 3,645 $2.3M
Flagship Harbor Advisors, LLC 0.12% Reduce -1.0% 3,642 $2.3M
SouthState Bank Corp 0.15% No change 3,602 $2.2M
Prudential PLC 0.01% Reduce -62.0% 3,583 $2.2M
Farther Finance Advisors, LLC 0.08% Add +9.9% 3,572 $2.2M
Silver Oak Securities, Incorporated 0.21% Add +2.3% 3,525 $2.2M
Nwam LLC 0.14% Reduce -0.2% 3,555 $2.2M
Douglass Winthrop Advisors, LLC 0.04% Reduce -8.4% 3,549 $2.2M
Mitchell Sinkler & Starr 0.59% Add +20.8% 3,543 $2.2M
Blackston Financial Advisory Group, LLC 1.09% Reduce -12.4% 3,532 $2.2M
Bright Financial Advisors, Inc. 1.38% No change 3,525 $2.2M
W Advisors, LLC 1.35% Add +3.0% 3,520 $2.2M
WMS Partners, LLC 0.12% Reduce -3.8% 3,501 $2.2M
Good Life Advisors, LLC 0.16% Reduce -1.1% 3,501 $2.2M
Cantor Fitzgerald Investment Advisors L.P. 0.15% Add +3.9% 3,453 $2.1M
Waverly Advisors, LLC 0.03% Add +11.8% 3,448 $2.1M
SOA Wealth Advisors, LLC. 0.39% Reduce -11.1% 3,440 $2.1M
Axxcess Wealth Management, LLC 0.05% Reduce -3.4% 3,438 $2.1M
Strategic Family Wealth Counselors, L.L.C. 0.69% Add +5.1% 3,429 $2.1M
Concentrum Wealth Management 0.75% Add +9.5% 3,415 $2.1M
Obsidian Cio, LLC 0.39% Add +43.7% 3,398 $2.1M
Certior Financial Group, LLC 1.87% — 3,389 $2.1M
Darrow Company, Inc. 1.21% No change 3,363 $2.1M
Heritage Investment Group, Inc. 0.39% No change 3,360 $2.1M
Rolek Wealth Management LLC 1.64% — 3,359 $2.1M
Clifford Swan Investment Counsel LLC 0.08% No change 3,358 $2.1M
Financial Counselors Inc. 0.03% Add +0.2% 3,357 $2.1M
FourThought Financial Partners, LLC 0.22% Add +42.6% 3,348 $2.1M
RFG Advisory, LLC 0.06% Add +49.9% 3,341 $2.1M
Atticus Wealth Management, LLC 0.64% Reduce -0.6% 3,322 $2.1M
Relyea Zuckerberg Hanson LLC 0.28% Reduce -0.1% 3,316 $2.1M
Moseley Investment Management Inc. 0.80% Reduce -6.4% 3,288 $2.0M
Kovack Advisors, Inc. 0.20% Reduce -0.4% 3,285 $2.0M
Deutsche Bank AG 0.00% No change 3,275 $2.0M
Busey Bank 0.07% No change 3,272 $2.0M
Wealth Management Associates, Inc. 0.86% Reduce -1.4% 3,240 $2.0M
Fig Financial Advisory Services Inc. 1.37% — 3,238 $2.0M
Financial Advocates Investment Management 0.11% Reduce -16.3% 3,231 $2.0M
MBL Wealth, LLC 0.20% Add +5.6% 3,229 $2.0M
Park Avenue Securities LLC 0.02% Add +30.9% 3,212 $2.0M
WMG Financial Advisors, LLC 0.86% Add +30.8% 3,210 $2.0M
Schrum Private Wealth Management LLC 1.67% Reduce -34.2% 3,176 $2.0M
Evercore Wealth Management, LLC 0.03% Reduce -0.8% 3,175 $2.0M
LPWM LLC 0.63% Reduce -1.1% 3,172 $2.0M
Synergy Financial Group, LTD 1.64% New 3,158 $2.0M
Avantax Planning Partners, Inc. 0.07% Reduce -5.9% 3,158 $2.0M
Institute for Wealth Management, LLC. 0.25% Reduce -1.1% 3,156 $2.0M
HF Advisory Group, LLC 0.90% Add +1.7% 3,145 $2.0M
Hennion & Walsh Asset Management, Inc. 0.09% Add +13.7% 3,142 $2.0M
Round Rock Advisors LLC 0.39% Reduce -0.1% 3,090 $1.9M
Bleakley Financial Group, LLC 0.06% Reduce -20.5% 3,074 $1.9M
KDK Private Wealth Management, LLC 1.98% — 3,059 $1.9M
Panoramic Investment Advisors, LLC 1.22% Add +1.1% 3,022 $1.9M
Finward Bancorp 1.62% — 3,009 $1.9M
Venture Visionary Partners LLC 0.08% Reduce -25.2% 2,998 $1.9M
Summit Financial, LLC 0.07% Add +10.4% 2,993 $1.9M
Susquehanna International Group, LLP 0.00% Add +75.6% 2,988 $1.9M
Composition Wealth, LLC 0.04% Reduce -8.6% 2,979 $1.9M
Marex Group Ltd 0.03% New 2,973 $1.8M
Citizens National Bank Trust Department 0.39% Reduce -0.6% 2,967 $1.8M
Goepper Burkhardt LLC 0.75% Add +27.7% 2,965 $1.8M
Redwood Financial Network Corp 1.37% Reduce -14.6% 2,960 $1.8M
JTC Employer Solutions Trustee Ltd 0.13% No change 2,906 $1.8M
Meridian Investment Counsel Inc. 0.54% Reduce -3.6% 2,933 $1.8M
Indiana Trust & Investment Management Co 0.62% No change 2,928 $1.8M
Hershey Financial Advisers, LLC 1.58% — 2,893 $1.8M
Hanover Advisors Inc. 0.75% Add +4.2% 2,870 $1.8M
Pathway Financial Advisors LLC 0.41% No change 2,852 $1.8M
Community Bank, N.A. 0.23% No change 2,850 $1.8M
AlTi Global, Inc. 0.04% Add +0.3% 2,772 $1.7M
Next Capital Management LLC 0.70% No change 2,755 $1.7M
City State Bank 0.60% No change 2,745 $1.7M
CRA Financial Services, LLC 0.29% Add +7.3% 2,738 $1.7M
Pacific Sun Financial Corp 0.93% No change 2,735 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +9.8% 2,722 $1.7M
TTP Investments, Inc. 0.59% No change 2,716 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -16.4% 2,709 $1.7M
GC Wealth Management RIA, LLC 0.30% Add +27.9% 2,707 $1.7M
Meridian Wealth Management, LLC 0.08% Add +0.4% 2,705 $1.7M
PFG Investments, LLC 0.10% Reduce -1.9% 2,694 $1.7M
Avestar Capital, LLC 0.15% Add +0.9% 2,673 $1.7M
Affiance Financial, LLC 0.40% Reduce -0.6% 2,669 $1.7M
First National Trust Co 0.06% Reduce -0.8% 2,660 $1.7M
Proffitt & Goodson Inc. 0.27% Add +4.5% 2,649 $1.6M
Baker Avenue Asset Management, LP 0.05% Add +2.4% 2,647 $1.6M
One Day In July LLC 0.17% Reduce -0.6% 2,637 $1.6M
Tritonpoint Wealth, LLC 0.15% Add +3.6% 2,632 $1.6M
Forefront Wealth Management Inc. 1.49% — 2,601 $1.6M
Long Island Wealth Management, Inc. 1.01% Reduce -19.5% 2,597 $1.6M
Hoxton Planning & Management, LLC 0.62% No change 2,594 $1.6M
North Star Investment Management Corp. 0.11% Add +1.4% 2,592 $1.6M
Union Savings Bank 0.79% Reduce -1.8% 2,580 $1.6M
Choate Investment Advisors 0.04% Reduce -15.7% 2,566 $1.6M
Consolidated Portfolio Review Corp 0.25% Add +7.4% 2,558 $1.6M
Orleans Capital Management Corp. 0.89% No change 2,529 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.30% Reduce -7.1% 2,554 $1.6M
Franklin Resources Inc. 0.00% Reduce -10.2% 2,543 $1.6M
National Philanthropic Trust 0.02% Add +0.3% 2,538 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +10.5% 2,534 $1.6M
Cardiff Park Advisors, LLC 0.15% Add +2.4% 2,527 $1.6M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.3% 2,523 $1.6M
Autumn Glory Partners, LLC 0.77% Reduce -1.3% 2,520 $1.6M
Austin Wealth Management, LLC 0.32% Add +6.7% 2,490 $1.6M
Regent Peak Wealth Advisors LLC 0.35% No change 2,505 $1.6M
Regions Financial Corp. 0.01% Reduce -1.6% 2,505 $1.6M
Rockwood Wealth Management, LLC 0.17% Add +2.9% 2,480 $1.6M
Bay Harbor Wealth Management, LLC 0.50% No change 2,495 $1.6M
LM Advisors LLC 0.28% Reduce -0.0% 2,484 $1.5M
Tradition Wealth Management, LLC 0.14% Add +20.7% 2,482 $1.5M
Arkadios Wealth Advisors 0.08% Add +6.2% 2,464 $1.5M
McGuire Investment Group, LLC 0.22% Add +3.9% 2,464 $1.5M
Zullo Investment Group, Inc. 0.62% Reduce -0.4% 2,456 $1.5M
Goldstone Financial Group, LLC 0.24% Add +32.2% 2,431 $1.5M
Appleton Partners Inc. 0.11% No change 2,415 $1.5M
Arax Advisory Partners 0.09% Add +302.7% 2,404 $1.5M
Keystone Financial Group 0.15% Add +11.8% 2,362 $1.5M
Great Valley Advisor Group, Inc. 0.03% Add +3.1% 2,359 $1.5M
Berkeley Capital Partners, LLC 0.41% Add +1.5% 2,349 $1.5M
Charter Oak Capital Management, LLC 0.14% Add +0.2% 2,348 $1.5M
Simon Quick Advisors, LLC 0.09% No change 2,317 $1.4M
Level Wealth Management LLC 1.02% — 2,313 $1.4M
Brighton Jones LLC 0.04% Add +34.9% 2,313 $1.4M
Embree Financial Group 0.25% No change 2,310 $1.4M
Fischer Investment Strategies, LLC 1.14% Add +1.2% 2,309 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -46.0% 2,304 $1.4M
Elevatus Welath Management 0.49% Reduce -0.2% 2,297 $1.4M
AQR Capital Management 0.00% Add +108.5% 2,293 $1.4M
AmeriServ Wealth Advisors 0.77% — 2,290 $1.4M
American Institute for Advanced Investment Management, LLP 1.06% Reduce -4.2% 2,285 $1.4M
Trust Point Inc. 0.10% Reduce -0.3% 2,279 $1.4M
HM Payson & Co. 0.02% No change 2,278 $1.4M
Mainstream Capital Management LLC 0.99% Reduce -2.7% 2,277 $1.4M
Carnegie Investment Counsel 0.04% Add +5.4% 2,269 $1.4M
PDS Planning, Inc 0.12% Add +4.7% 2,257 $1.4M
Arlington Trust Co LLC 0.30% No change 2,256 $1.4M
Altus Wealth Management, LLC 0.62% Add +5.7% 2,242 $1.4M
Ascent Wealth Partners, LLC 0.19% Add +120.3% 2,240 $1.4M
Falcon Wealth Planning 0.15% Add +2.1% 2,234 $1.4M
Rinkey Investments 0.44% Reduce -11.4% 2,232 $1.4M
Redwood Investment Management, LLC 0.13% Add +0.3% 2,201 $1.4M
Sagespring Wealth Partners, LLC 0.04% — 2,191 $1.4M
Unique Wealth Strategies, LLC 0.60% Reduce -2.7% 2,187 $1.4M
Allied Investment Advisors, LLC 0.27% No change 2,187 $1.4M
Executive Wealth Management, LLC 0.11% Add +8.5% 2,179 $1.4M
Childress Capital Advisors, LLC 0.38% No change 2,178 $1.4M
Gallacher Capital Management LLC 0.67% No change 2,165 $1.3M
Berger Financial Group, Inc 0.09% Reduce -2.9% 2,161 $1.3M
RiverFront Investment Group, LLC 0.03% Reduce -6.8% 2,160 $1.3M
Safeguard Financial, LLC 0.29% Reduce -1.5% 2,159 $1.3M
Entrewealth, LLC 1.23% — 2,333 $1.3M
Cassaday & Co Wealth Management LLC 0.04% Add +29.0% 2,141 $1.3M
Capital Square, LLC 0.75% Add +5.0% 2,067 $1.3M
Beacon Financial Advisory LLC 0.43% Reduce -1.2% 2,127 $1.3M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -33.4% 2,125 $1.3M
Transform Wealth, LLC 0.07% New 2,112 $1.3M
Riversedge Advisors, LLC 0.30% Add +0.6% 2,110 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -11.7% 2,107 $1.3M
Riggs Capital Management LLC 1.28% — 2,106 $1.3M
WealthCare Investment Partners, LLC 0.57% Add +0.1% 2,104 $1.3M
North Star Asset Management Inc. 0.06% Add +109.1% 2,091 $1.3M
Strategic Financial Concepts, LLC 0.25% Reduce -32.2% 2,088 $1.3M
Running Point Capital Advisors, LLC 0.44% Add +130.9% 2,083 $1.3M
QRG Capital Management, Inc. 0.01% Reduce -7.4% 2,075 $1.3M
Stock Yards Bank & Trust Co. 0.04% Add +2.5% 2,072 $1.3M
Valley Wealth Managers, Inc. 0.10% Reduce -14.3% 2,060 $1.3M
Pure Financial Advisors, LLC 0.03% Add +13.4% 2,058 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.5% 2,050 $1.3M
Private Wealth Advisors, LLC 0.55% Reduce -0.2% 2,045 $1.3M
Fonville Wealth Management LLC 0.42% Reduce -8.8% 2,042 $1.3M
Retirement Planning Co of New England, Inc. 0.62% Add +0.1% 2,040 $1.3M
DT Investment Partners, LLC 0.11% Add +1476.7% 2,034 $1.3M
Castle Wealth Management LLC 0.49% Add +0.7% 2,019 $1.3M
Sovereign Financial Group, Inc. 0.29% Add +0.8% 2,015 $1.3M
Visionary Wealth Advisors 0.07% Reduce -71.7% 2,008 $1.2M
Outlook Wealth Advisors, LLC 0.36% Add +0.4% 2,002 $1.2M
Madison Wealth Partners, Inc 0.35% Reduce -6.7% 1,997 $1.2M
Davis R M Inc. 0.02% Add +1.2% 1,997 $1.2M
Maiden Cove Capital, LLC 1.90% Add +2.5% 1,997 $1.2M
Nova Wealth Management, Inc. 1.07% — 1,994 $1.2M
Elm Partners Management LLC 0.08% Reduce -0.1% 1,991 $1.2M
Nvest Financial, LLC 0.63% Add +31.5% 1,987 $1.2M
Smith Asset Management Co., LLC 1.20% — 1,985 $1.2M
GeoWealth Management, LLC 0.04% No change 1,984 $1.2M
Financial Consulate, Inc. 0.33% Reduce -2.6% 1,982 $1.2M
Cahill Financial Advisors Inc. 0.17% Add +457.9% 1,975 $1.2M
Csenge Advisory Group 0.07% Add +2.6% 1,974 $1.2M
Larson Financial Group LLC 0.06% Reduce -16.9% 1,969 $1.2M
SYM FINANCIAL Corp 0.16% Add +3.8% 1,951 $1.2M
Journey Advisory Group, LLC 0.15% No change 2,103 $1.2M
Alpha Financial Partners LLC 0.96% New 1,945 $1.2M
Riverpoint Wealth Management Holdings, LLC 0.31% Add +0.3% 1,927 $1.2M
FineMark National Bank & Trust 0.04% Reduce -2.0% 1,921 $1.2M
Debussy Capital Management LP 0.18% Add +5.6% 1,968 $1.2M
Greenleaf Trust 0.01% Add +15.2% 1,920 $1.2M
Towerpoint Wealth, LLC 0.58% Add +0.3% 1,915 $1.2M
Aviso Wealth Management 0.60% No change 1,907 $1.2M
BOS Asset Management, LLC 0.42% Reduce -32.4% 1,883 $1.2M
Gill Capital Partners, LLC 0.42% No change 1,882 $1.2M
JB Capital LLC 0.07% Add +0.3% 1,882 $1.2M
Index Fund Advisors, Inc. 0.06% Add +0.1% 1,875 $1.2M
SignalPoint Asset Management, LLC 0.28% Reduce -16.5% 1,866 $1.2M
Capital Investment Advisors, LLC 0.02% Add +11.2% 1,854 $1.2M
Warwick Investment Management, Inc. 0.24% New 1,837 $1.1M
Rockland Trust Co. 0.06% Reduce -2.5% 1,833 $1.1M
Ingalls & Snyder LLC 0.04% Add +10.9% 1,825 $1.1M
Strategies Wealth Advisors, LLC 0.14% Reduce -6.0% 1,801 $1.1M
HCR Wealth Advisors 0.14% Add +4.2% 1,818 $1.1M
Key Financial Inc 0.26% No change 1,817 $1.1M
ORBA Wealth Advisors, L.L.C. 0.59% No change 1,815 $1.1M
PCA Investment Advisory Services Inc. 0.52% Reduce -1.4% 1,813 $1.1M
Riverbend Wealth Management, LLC 1.00% — 1,793 $1.1M
Latko Wealth Management, Ltd. 0.67% Reduce -0.8% 1,806 $1.1M
Nautilus Advisors LLC 0.89% — 1,800 $1.1M
Mfa Wealth Advisors, LLC 0.29% Add +12.4% 1,797 $1.1M
Comprehensive Financial Planning, Inc. 0.94% — 1,792 $1.1M
Alteri Wealth LLC 0.31% — 1,787 $1.1M
Signal Advisors Wealth, LLC 0.13% Add +7.4% 1,780 $1.1M
PBMares Wealth Management LLC 0.23% Reduce -9.7% 1,774 $1.1M
Arete Wealth Advisors, LLC 0.08% Add +54.0% 1,769 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -2.8% 1,768 $1.1M
Northeast Financial Consultants Inc 0.05% Reduce -34.6% 1,756 $1.1M
Private Wealth Partners, LLC 0.08% Add +1.6% 1,751 $1.1M
Black Diamond Financial, LLC 0.16% Reduce -7.1% 1,728 $1.1M
Kellett Wealth Advisors, LLC 0.74% Add +8.6% 1,727 $1.1M
Market Street Wealth Management Advisors LLC 0.18% No change 1,727 $1.1M
Pines Wealth Management, LLC 0.47% — 1,743 $1.1M
Money Concepts Capital Corp. 0.08% Add +15.1% 1,714 $1.1M
FFG Retirement Advisors LLC 0.70% Reduce -1.0% 1,712 $1.1M
Ledyard National Bank 0.10% Reduce -1.7% 1,708 $1.1M
Moment Partners, LLC 0.20% — 1,707 $1.1M
Capstone Wealth Management Group, LLC 0.57% No change 1,706 $1.1M
Selway Asset Management 0.42% No change 1,700 $1.1M
Advisory Alpha, LLC 0.04% Add +10.4% 1,694 $1.1M
Bensler, LLC 0.13% Add +5.5% 1,690 $1.1M
Everhart Financial Group, Inc. 0.21% Add +180.3% 1,668 $1.0M
Vise Technologies, Inc. 0.09% Add +378.7% 1,666 $1.0M
Cutler Investment Counsel LLC 0.13% Reduce -3.1% 1,662 $1.0M
Goelzer Investment Management, Inc. 0.06% Add +2.0% 1,659 $1.0M
Cookson Peirce & Co. Inc. 0.05% Reduce -0.6% 1,655 $1.0M
Parsons Capital Management Inc. 0.06% Add +4.4% 1,650 $1.0M
Americana Partners, LLC 0.04% No change 1,645 $1.0M
American Capital Advisory, LLC 0.57% Reduce -2.7% 1,642 $1.0M
Lion Street Advisors, LLC 0.33% Add +12.1% 1,642 $1.0M
Arkos Global Advisors 0.15% No change 1,640 $1.0M
Plante Moran Financial Advisors, LLC 0.08% Add +67.7% 1,637 $1.0M
Gateway Wealth Partners, LLC 0.26% Add +11.4% 1,627 $1.0M
Southern Capital Advisors, LLC 0.56% Add +14.7% 1,623 $1.0M
Oxford Financial Group, LTD. LLC 0.07% Reduce -0.9% 1,619 $1.0M
North Forty Two & Co. 1.16% — 1,610 $1.0M
Secure Asset Management, LLC 0.15% Reduce -0.7% 1,593 $991K
SVB Wealth LLC 0.02% New 1,584 $985K
Optima Capital LLC 0.68% — 1,582 $984K
Latitude Advisors, LLC 0.55% Reduce -9.0% 1,580 $982K
Bogart Wealth, LLC 0.05% Add +0.1% 1,578 $981K
Kropog Financial Group, LLC 0.90% — 1,578 $981K
Redhawk Wealth Advisors, Inc. 0.13% Reduce -1.6% 1,576 $980K
Altiora Financial Group, LLC 0.21% New 1,573 $978K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -0.6% 1,572 $977K
Cannell & Spears LLC 0.02% No change 1,558 $969K
Wealthstar Advisors, LLC 0.42% — 1,555 $967K
Red Lighthouse Investment Management, LLC 0.38% No change 1,553 $966K
Fairvoy Private Wealth, LLC 0.26% — 1,553 $966K
McKinley Carter Wealth Services, Inc. 0.06% Reduce -1.5% 1,549 $963K
BIP Wealth, LLC 0.06% Add +11.4% 1,547 $962K
Legacy Advisors, LLC 0.09% Add +0.1% 1,530 $951K
Ballentine Partners, LLC 0.02% No change 1,528 $950K
Wellspring Financial Advisors, LLC 0.10% Reduce -0.9% 1,519 $945K
Chapin Davis, Inc. 0.31% No change 1,609 $944K
Birch Hill Investment Advisors LLC 0.04% No change 1,502 $934K
Signaturefd, LLC 0.02% Reduce -2.5% 1,490 $926K
Benjamin Edwards Inc. 0.01% No change 1,487 $925K
Sequent Planning LLC 0.34% Reduce -2.0% 1,477 $918K
Qube Research & Technologies Ltd 0.00% Add +332.8% 1,476 $918K
McClarren Financial Advisors, Inc. 2.57% Reduce -47.3% 1,475 $917K
Headlands Technologies LLC 0.09% New 1,473 $916K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -28.7% 1,463 $915K
Avior Wealth Management, LLC 0.03% Add +11.8% 1,467 $912K
Chesapeake Wealth Management 0.31% New 1,467 $912K
Fairview Capital Investment Management, LLC 0.05% Reduce -2.7% 1,463 $910K
Plancorp, LLC 0.04% Reduce -1.0% 1,463 $910K
WNY Asset Management, LLC 0.11% No change 1,461 $908K
Tidemark, LLC 0.35% Add +5.5% 1,450 $901K
Private Trust Co. NA 0.09% Reduce -6.1% 1,439 $895K
Confluence Wealth Services, Inc. 0.06% Reduce -18.4% 1,382 $893K
Grove Street Fiduciary, LLC 0.47% — 1,428 $888K
Woodward Diversified Capital, LLC 0.65% Reduce -46.1% 1,427 $887K
Rational Advisors, Inc. 0.09% Reduce -47.8% 1,425 $886K
Legacy Edge Advisors, LLC 0.14% Add +7.4% 1,403 $880K
Convergence Financial, LLC 0.18% No change 1,416 $880K
Safeguard Investment Advisory Group, LLC 0.24% Add +111.6% 1,407 $875K
Schnieders Capital Management LLC 0.17% No change 1,404 $873K
Traynor Capital Management, Inc. 0.07% Add +36.6% 1,403 $872K
Kane Investment Management, Inc. 0.48% — 1,395 $867K
NorthLanding Financial Partners, LLC 0.87% Add +0.6% 1,393 $866K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $866K
M.E. Allison & Co., Inc. 0.95% — 1,388 $863K
2UniFi Bank 0.57% — 1,379 $857K
Diversify Advisory Services, LLC 0.05% Add +27.1% 1,395 $856K
HBW Advisory Services LLC 0.09% Reduce -6.8% 1,376 $855K
Wilson & Boucher Capital Management, LLC 0.61% No change 1,375 $855K
Conservest Capital Advisors, Inc. 0.09% Reduce -27.1% 1,372 $853K
FSM Wealth Advisors, LLC 0.21% No change 1,380 $853K
Shepherd Financial Partners LLC 0.10% Add +0.1% 1,370 $852K
Mill Creek Capital Advisors, LLC 0.02% No change 1,367 $850K
Waters Parkerson & Co., LLC 0.04% No change 1,366 $849K
Blue Fin Capital, Inc. 0.16% Add +1.6% 1,356 $843K
LFA - Lugano Financial Advisors SA 0.55% No change 1,350 $839K
Vanguard Personalized Indexing Management, LLC 0.01% Add +95.7% 1,350 $839K
Selective Wealth Management, Inc. 0.34% Reduce -11.9% 1,368 $834K
Garrison Point Advisors, LLC 0.40% Add +1.9% 1,341 $834K
RAM Investment Partners, LLC 0.20% Reduce -0.2% 1,332 $828K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.3% 1,323 $823K
Affinity Capital Advisors, LLC 0.15% Add +9.9% 1,304 $818K
Regal Investment Advisors LLC 0.06% Add +14.7% 1,308 $813K
Zacks Investment Management 0.01% Reduce -2.7% 1,306 $812K
Chokshi & Queen Wealth Advisors, Inc 0.50% — 1,303 $810K
AlphaStar Capital Management, LLC 0.08% Add +19.0% 1,299 $808K
Alpha Cubed Investments, LLC 0.04% Add +6.7% 1,296 $806K
Wingate Wealth Advisors, Inc. 0.79% — 1,293 $804K
Greenhouse Wealth Management, LLC 0.53% Add +0.1% 1,286 $800K
Lake Street Private Wealth, LLC 0.13% Reduce -2.4% 1,285 $799K
Bell Bank 0.06% No change 1,281 $797K
Nilsine Partners, LLC 0.08% Reduce -4.3% 1,271 $790K
Ascentis Independent Advisors 0.15% Reduce -0.6% 1,270 $790K
Centricity Wealth Management, LLC 0.74% — 1,268 $788K
Southland Equity Partners LLC 0.18% Add +247.4% 1,261 $784K
Aaron Wealth Advisors LLC 0.09% Add +65.8% 1,260 $783K
VSM Wealth Advisory, LLC 0.28% — 1,260 $783K
Holderness Investments Co. 0.17% Add +2.5% 1,259 $783K
Mattern Wealth Management LLC 0.17% No change 1,256 $781K
Clark Capital Management Group, Inc. 0.01% Add +28.2% 1,254 $780K
Werba Rubin Papier Wealth Management 0.18% Reduce -2.7% 1,252 $778K
Ritholtz Wealth Management 0.02% Add +48.9% 1,246 $775K
Mission Creek Capital Partners, Inc. 0.17% Reduce -1.5% 1,246 $775K
Financial Guidance Group, Inc. 0.42% No change 1,241 $772K
Albion Financial Group 0.05% Add +16.6% 1,239 $770K
Cascades Capital Asset Management, LLC 0.42% New 1,229 $764K
Becker Capital Management Inc. 0.02% Reduce -5.0% 1,227 $763K
Hillcrest Wealth Advisors - NY, LLC 0.36% No change 1,225 $762K
HRC Wealth Management, LLC 0.45% Add +7.5% 1,224 $761K
Noesis Capital Mangement Corp. 0.14% Add +0.1% 1,221 $759K
Eagle Strategies LLC 0.13% Reduce -0.1% 1,219 $758K
Westwood Holdings Group Inc. 0.01% No change 1,213 $754K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +23.3% 1,207 $750K
Peoples Bank 0.44% Reduce -5.2% 1,206 $750K
Advyzon Investment Management, LLC 0.29% — 1,204 $749K
Maripau Wealth Management LLC 0.44% New 1,204 $749K
Maia Wealth LLC 0.16% Add +18.5% 1,230 $746K
GenTrust, LLC 0.03% Add +1.1% 1,196 $744K
Foresight Capital Management Advisors, Inc. 0.44% Reduce -9.0% 1,195 $743K
Marcum Wealth, LLC 0.06% Reduce -7.7% 1,194 $742K
Accretive Wealth Partners, LLC 0.31% No change 1,192 $741K
Griffin Asset Management, Inc. 0.09% New 1,189 $739K
EverSource Wealth Advisors, LLC 0.04% Add +43.5% 1,181 $734K
Pittenger & Anderson Inc. 0.03% Reduce -0.8% 1,176 $731K
Empirical Asset Management, LLC 0.24% No change 17,924 $731K
Grant/GrossMendelsohn, LLC 0.38% Add +0.2% 1,171 $728K
TrinityPoint Wealth, LLC 0.10% Add +0.1% 1,167 $726K
Carolinas Wealth Consulting LLC 0.14% Reduce -2.2% 1,166 $725K
Silvercrest Asset Management Group LLC 0.00% Add +45.3% 1,165 $724K
Diversified Portfolios, Inc. 0.08% No change 1,162 $723K
Capital Investment Advisory Services, LLC 0.07% Add +47.1% 1,161 $722K
Main Street Group, LTD 0.30% Add +16.6% 1,161 $721K
Jackson, Grant Investment Advisers, Inc. 0.28% Add +0.2% 1,160 $721K
Strait & Sound Wealth Management LLC 0.33% Reduce -2.4% 1,149 $714K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.2% 1,146 $713K
McCollum Christoferson Group LLC 0.21% No change 1,142 $710K
Scissortail Wealth Management, LLC 0.18% Add +57000.0% 1,142 $710K
Corbyn Investment Management Inc. 0.31% Reduce -29.0% 1,139 $708K
Atlas Private Wealth Advisors 0.10% Reduce -12.6% 1,138 $707K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.1% 1,137 $707K
Physicians Financial Services, Inc. 0.21% Reduce -0.1% 1,134 $706K
Councilor Wealth, LLC 0.33% No change 1,132 $704K
Patten & Patten Inc. 0.05% No change 1,130 $703K
KMG Fiduciary Partners, LLC 0.06% Reduce -4.0% 1,124 $699K
Financial Insights, Inc. 0.27% Reduce -1.8% 1,121 $697K
Charter Research & Investment Group, Inc. 0.53% No change 1,120 $696K
Ancora Advisors LLC 0.02% Add +10.6% 1,116 $694K
Luts & Greenleigh Group, Inc. 0.68% No change 1,114 $693K
Parkside Advisors LLC 0.16% No change 1,108 $689K
17 Capital Partners, LLC 0.43% Add +7.6% 1,103 $686K
Inspire Advisors, LLC 0.08% Add +3.4% 1,101 $685K
MPS Loria Financial Planners, LLC 0.20% Add +0.1% 1,101 $685K
American Asset Management Inc. 0.70% New 1,100 $684K
Shelton Capital Management 0.02% New 1,100 $684K
Gallagher Capital Advisors, LLC 0.50% — 1,099 $684K
Lauterbach Financial Advisors, LLC 0.41% No change 1,098 $683K
Clare Market Investments LLC 0.16% Add +0.3% 1,096 $681K
Claret Asset Management Corp 0.11% No change 1,088 $677K
Elevation Point Wealth Partners, LLC 0.05% Add +5.8% 1,087 $676K
HUB Investment Partners, LLC 0.03% Reduce -0.6% 1,080 $672K
Paragon Private Wealth Management, LLC 0.31% Add +15.4% 1,079 $671K
Moser Wealth Advisors, LLC 0.35% Reduce -3.1% 1,076 $669K
Telos Capital Management, Inc. 0.07% New 1,075 $668K
Axos Invest Inc. 0.48% Reduce -5.8% 1,070 $665K
Performance Wealth Partners, LLC 0.02% Add +0.8% 1,070 $665K
Howard Wealth Management, LLC 0.36% Add +7.4% 1,063 $661K
D'Orazio & Associates, Inc. 0.10% No change 1,057 $657K
Prostatis Group LLC 0.19% Add +160.1% 1,056 $657K
Advisory Resource Group 0.14% Add +0.1% 1,054 $655K
Modern Wealth Management, LLC 0.02% Add +11.6% 1,047 $651K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +11.0% 1,047 $651K
Patrick M Sweeney & Associates, Inc. 0.49% No change 1,047 $651K
BOK Financial Private Wealth, Inc. 0.05% Add +14.4% 1,047 $651K
Hudock, Inc. 0.11% Reduce -1.8% 1,045 $650K
High Note Wealth, LLC 0.17% No change 1,039 $646K
Burney Co./ 0.02% Reduce -9.1% 1,039 $646K
CX Institutional 0.03% Add +165.2% 1,037 $645K
Founders Financial Alliance, LLC 0.18% Add +0.1% 1,033 $643K
Quantum Private Wealth, LLC 0.20% No change 1,030 $640K
Concord Wealth Partners 0.10% Add +8.4% 1,028 $639K
Wealth Effects LLC 0.23% Reduce -0.6% 1,027 $639K
Financial Council, LLC 0.33% No change 1,024 $637K
J. L. Bainbridge & Co., Inc. 0.06% Add +0.1% 1,023 $636K
Fifth Third Wealth Advisors LLC 0.03% Add +55.2% 1,023 $636K
Argent Trust Co 0.03% No change 1,021 $635K
RB Capital Management, LLC 0.15% No change 1,019 $634K
Guardian Wealth Advisors, LLC / NC 0.05% Add +19.8% 1,018 $633K
HTLF Bank 0.07% Reduce -13.9% 1,018 $633K
Stevens Capital Partners 0.28% Add +24.0% 1,009 $628K
apricus wealth, LLC 0.41% Reduce -3.6% 1,005 $625K
Bawa N Mallick Trust 0.27% — 1,000 $622K
Alpine Woods Capital Investors, LLC 0.12% No change 1,000 $622K
National Bank of Canada 0.00% Add +8.5% 999 $621K
Marshall Financial Group Inc. 0.19% Add +1.4% 996 $620K
Chris Bulman Inc 0.39% Add +3.6% 994 $618K
Mengis Capital Management, Inc. 0.13% No change 993 $617K
JFG Wealth Management, LLC 0.14% Reduce -3.5% 992 $617K
Accurate Wealth Management, LLC 0.12% Add +15.5% 1,005 $617K
FAS Wealth Partners, Inc. 0.05% Add +0.3% 984 $612K
Verdence Capital Advisors LLC 0.05% Reduce -0.8% 983 $611K
San Luis Wealth Advisors LLC 0.12% Add +1.4% 979 $609K
Strategic Investment Solutions, Inc. 0.20% Reduce -86.8% 1,008 $608K
Headinvest, LLC 0.11% Reduce -10.9% 976 $607K
Bison Wealth, LLC 0.13% Reduce -3.0% 976 $607K
IPG Investment Advisors LLC 0.14% Add +38.5% 974 $606K
Moloney Securities Asset Management, LLC 0.08% Add +15.3% 974 $606K
Baron Capital (BAMCO) 0.00% New 966 $601K
Squire Investment Management Company, LLC 0.26% Add +20.0% 966 $600K
Biltmore Family Office, LLC 0.10% No change 965 $600K
First Manhattan Co. Llc. 0.00% Reduce -6.4% 965 $600K
St Germain D J Co. Inc. 0.03% Add +0.2% 962 $598K
Integral Investment Advisors, Inc. 0.19% No change 958 $596K
Strategy Asset Managers LLC 0.12% Add +2.1% 957 $595K
Lynx Investment Advisory 0.40% No change 954 $593K
Chemung Canal Trust Co. 0.12% Reduce -3.5% 954 $593K
Collaborative Wealth Managment Inc. 0.27% Reduce -0.6% 950 $591K
Farmers & Merchants Investments Inc. 0.02% No change 949 $590K
Sonata Capital Group Inc. 0.24% Add +28.4% 949 $590K
Brown, Lisle/Cummings, Inc. 0.17% Add +2.7% 940 $584K
Skyline Advisors, Inc. 0.23% Reduce -3.3% 940 $584K
Wela Strategies, Inc. 0.25% New 2,000 $584K
Heritage Wealth Advisors 0.03% No change 938 $583K
One Capital Management, LLC 0.02% Add +28.0% 937 $583K
Level Four Advisory Services, LLC 0.02% Reduce -2.0% 936 $582K
World Equity Group, Inc. 0.12% Add +104.4% 934 $581K
Soundwatch Capital LLC 0.06% Add +6.5% 930 $578K
Venturi Wealth Management, LLC 0.03% Add +104.2% 929 $578K
Bare Financial Services, Inc 0.23% Add +2.1% 928 $577K
Keel Point, LLC 0.05% Add +34.9% 928 $577K
LexAurum Advisors, LLC 0.11% Reduce -9.3% 925 $575K
Rothschild Wealth LLC 0.17% Reduce -1.5% 921 $573K
Timonier Family Office, LTD. 0.29% — 920 $572K
Terra Nova Asset Management LLC 0.43% No change 915 $569K
Lunt Capital Management, Inc. 0.22% No change 915 $569K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +3.9% 914 $568K
Harbor Investment Advisory, LLC 0.05% No change 914 $568K
Simplicity Wealth,LLC 0.12% No change 909 $565K
Montis Financial, LLC 0.17% No change 902 $561K
Gries Financial LLC 0.10% No change 902 $561K
Strategic Advisors LLC 0.10% Add +7.7% 901 $560K
Whitford Management LLC 0.17% No change 900 $560K
Marble Harbor Investment Counsel, LLC 0.06% No change 900 $560K
Renaissance Technologies 0.00% New 900 $560K
Onyx Bridge Wealth Group LLC 0.08% Add +0.1% 898 $558K
Mascagni Wealth Management, Inc. 0.55% — 1,028 $558K
Legacy Wealth Management, LLC / MS 0.22% Reduce -50.1% 894 $556K
PKS Advisory Services, LLC 0.14% — 891 $555K
Clearwater Capital Advisors, LLC 0.05% Reduce -11.1% 891 $554K
Narus Financial Partners, LLC 0.19% Reduce -0.8% 889 $553K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -0.5% 881 $548K
Ellevest, Inc. 0.03% No change 878 $546K
Silverlake Wealth Management LLC 0.21% Reduce -2.2% 876 $545K
Strategic Wealth Investment Group, LLC 0.03% Reduce -2.0% 875 $544K
Trexquant Investment LP 0.01% New 867 $539K
Bank of Marin 0.43% No change 864 $537K
Advisors Preferred, LLC 0.09% New 863 $536K
IVC Wealth Advisors LLC 0.30% Reduce -12.7% 862 $536K
Welch Group, LLC 0.02% Add +0.1% 852 $534K
Evelyn Partners Investment Management LLP 0.02% — 859 $534K
Howe & Rusling Inc. 0.05% Reduce -43.3% 858 $534K
Red Mountain Financial, LLC 0.57% Add +43.0% 855 $531K
River Wealth Advisors LLC 0.07% Reduce -16.9% 853 $530K
JFS Wealth Advisors, LLC 0.04% Add +2.5% 853 $530K
Wealth Advisors Northwest LLC 0.36% — 852 $530K
TFB Advisors LLC 0.15% Add +7.9% 848 $527K
Liberty Square Wealth Partners LLC 0.19% — 820 $525K
Campbell Wealth Management 0.05% New 843 $524K
Verus Capital Partners, LLC 0.05% Add +5.8% 839 $522K
Penobscot Investment Management Company, Inc. 0.05% Add +4.2% 838 $521K
Circle Wealth Management, LLC 0.01% No change 837 $520K
Kickstand Ventures, Llc. 0.13% Reduce -1.1% 836 $520K
Boltwood Capital Management 0.16% No change 835 $519K
GFG Capital, LLC 0.14% Add +0.5% 834 $519K
Bedel Financial Consulting, Inc. 0.07% Add +0.1% 828 $518K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -3.6% 831 $517K
Thoroughbred Financial Services, LLC 0.03% Add +7.5% 832 $517K
United Advisor Group, LLC 0.10% Reduce -8.9% 831 $517K
Alexander Randolph Advisory, Inc. 0.48% No change 827 $514K
Jaffetilchin Investment Partners, LLC 0.04% Add +41.8% 824 $512K
Westside Investment Management, Inc. 0.11% Add +1.2% 823 $512K
Interchange Capital Partners, LLC 0.19% Reduce -1.2% 822 $511K
Accel Wealth Management 0.19% Add +24.3% 819 $509K
Brown Brothers Harriman & Co. 0.00% Add +12.6% 816 $507K
Caitlin John, LLC 0.34% No change 814 $506K
Glass Jacobson Investment Advisors llc 0.17% Add +50.7% 814 $506K
RVW Wealth, LLC 0.05% No change 813 $506K
Bonfire Financial 0.46% — 812 $505K
PUREfi Wealth, LLC 0.49% — 810 $504K
Westmount Partners, LLC 0.15% Add +0.9% 805 $500K
Apella Capital, LLC 0.02% Add +0.3% 802 $498K
Gilman Hill Asset Management, LLC 0.09% No change 800 $497K
CFS Investment Advisory Services, LLC 0.04% No change 799 $497K
Fermata Advisors, LLC 0.09% Reduce -7.3% 798 $496K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -28.3% 795 $494K
Aveo Capital Partners, LLC 0.05% New 794 $494K
Private Client Services, LLC 0.27% Add +1.3% 793 $493K
VERITY Wealth Advisors 0.35% No change 790 $491K
Colonial Trust Co / SC 0.07% Add +3.7% 790 $491K
RCS Financial Planning, LLC 0.26% Add +37.6% 790 $491K
Hamilton Point Investment Advisors, LLC 0.09% Add +2.6% 788 $490K
Grey Fox Wealth Advisors, LLC 0.13% Add +14.8% 783 $487K
Kathmere Capital Management, LLC 0.04% Add +23.9% 783 $487K
Coppell Advisory Solutions LLC 0.07% Add +5.9% 774 $486K
Peak Retirement Planning, Inc. 0.33% — 779 $485K
Henrickson Nauta Wealth Advisors, Inc. 0.20% Add +26.5% 779 $485K
Merkkuri Wealth Advisors LLC 0.38% Add +0.3% 776 $483K
Monograph Wealth Advisors, LLC 0.06% Add +5.7% 776 $483K
My Personal CFO, LLC 0.25% Add +0.1% 776 $482K
Quadcap Wealth Management, LLC 0.07% Add +3.6% 775 $482K
Ipsen Advisor Group LLC 0.41% — 772 $480K
Destination Wealth Management 0.01% New 771 $479K
1834 Investment Advisors Co. 0.06% No change 768 $478K
Koshinski Asset Management, Inc. 0.04% No change 767 $477K
Sepio Capital, LP 0.04% No change 766 $476K
Rothschild Investment LLC 0.03% Reduce -2.5% 763 $475K
Fortitude Advisory Group L.L.C. 0.29% Add +7.2% 762 $474K
Sapient Capital LLC 0.01% No change 761 $473K
Thompson David Blair 0.34% — 760 $473K
Blueprint Investment Partners LLC 0.07% Add +3.7% 760 $473K
Johnson Financial Group, Inc. 0.02% New 765 $472K
Millennium Capital Advisors, LLC 0.32% Add +16.5% 755 $469K
WealthBridge Capital Management, LLC 0.13% Reduce -5.5% 752 $468K
Correct Capital Wealth Management 0.09% No change 751 $467K
Fjell Capital, LLC 0.48% — 749 $466K
Objective Capital Management, LLC 0.31% Reduce -7.1% 746 $464K
Journey Strategic Wealth LLC 0.02% Reduce -0.5% 746 $464K
Prosperity Consulting Group, LLC 0.03% Add +31.7% 744 $463K
Florida Financial Advisors, LLC 0.21% New 743 $462K
Garrett Wealth Advisory Group, LLC 0.10% Add +3.5% 742 $461K
Fiera Capital Corp 0.00% Add +87.6% 741 $461K
Fourth Dimension Wealth, LLC 0.24% — 740 $460K
SeaBridge Investment Advisors LLC 0.10% Add +58.2% 739 $460K
Heritage Financial Services, LLC 0.06% Add +34.1% 739 $460K
Moneco Advisors, LLC 0.05% Add +15.3% 738 $459K
Bay Capital Advisors, LLC 0.37% — 734 $456K
Procyon Advisors, LLC 0.03% Add +0.6% 733 $456K
Bowman & Co S.C. 0.24% New 732 $456K
Chemistry Wealth Management LLC 0.11% No change 731 $455K
Nicholas Hoffman & Company, LLC. 0.02% Add +59.0% 730 $454K
Brass Tax Wealth Management, Inc. 0.10% Reduce -11.0% 729 $453K
Fortis Capital Advisors, LLC 0.15% Reduce -13.1% 789 $453K
Laurel Wealth Advisors LLC 0.07% Reduce -4.6% 727 $452K
CCG Wealth Management, LLC 0.25% No change 725 $451K
Quadrant Capital Group LLC 0.03% Add +0.1% 724 $450K
Lindbrook Capital, LLC 0.04% No change 723 $450K
Fragasso Financial Advisors Inc 0.03% Add +0.1% 722 $449K
Catalina Capital Group, LLC 0.15% Add +8.9% 722 $449K
First Trust Advisors LP 0.00% New 721 $448K
Beckerman Institutional, LLC 0.36% No change 716 $445K
Bigelow Investment Advisors, LLC 0.21% Reduce -8.0% 715 $445K
Rakuten Securities, Inc. 0.17% Reduce -2.7% 714 $444K
UNIVEST FINANCIAL Corp 0.03% Reduce -1.4% 714 $444K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 713 $443K
PICTET BANK & TRUST Ltd 0.44% No change 710 $441K
Sfmg, LLC 0.03% Add +1.4% 710 $441K
Fortis Group Advisors, LLC 0.08% Reduce -48.6% 708 $440K
Spirepoint Private Client, LLC 0.06% Reduce -9.2% 707 $440K
Essential Planning, LLC. 0.00% New 715 $439K
Mayfair Advisory Group, LLC 0.26% Add +3.8% 705 $438K
Sims Investment Management, LLC 0.25% — 704 $438K
Graypoint LLC 0.03% Reduce -6.6% 704 $438K
InTrack Investment Management Inc 0.30% No change 714 $435K
Ashton Thomas Securities, LLC 0.12% Add +12.7% 700 $435K
Progressive Investment Management Corp 0.11% No change 700 $435K
Continuum Advisory, LLC 0.06% Add +0.3% 700 $435K
Van Cleef Asset Management,Inc 0.05% No change 700 $435K
Solutions 4 Wealth, Ltd 0.78% No change 697 $433K
FWL Investment Management, LLC 0.16% Add +2078.1% 697 $433K
Arrowroot Family Office, LLC 0.23% Reduce -18.8% 696 $433K
Financial Life Advisors 0.16% No change 695 $432K
Lee Financial Co 0.06% New 695 $432K
Paragon Financial Partners, Inc. 0.33% Add +0.3% 695 $432K
Triton Financial Group Inc 0.27% No change 694 $432K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -9.3% 694 $432K
Semus Wealth Partners LLC 0.29% Reduce -3.2% 694 $431K
GSG Advisors LLC 0.13% No change 688 $428K
High Falls Advisors, Inc 0.10% Add +5.2% 687 $427K
Elser Financial Planning, Inc 0.03% New 687 $427K
Orcam Financial Group 0.41% Add +10.7% 686 $427K
Welch & Forbes LLC 0.01% No change 686 $427K
360 Financial, Inc. 0.15% Reduce -22.9% 685 $426K
Wealth Alliance, LLC 0.05% Reduce -7.0% 683 $425K
Sheets Smith Wealth Management 0.05% Reduce -28.4% 682 $424K
Flywheel Private Wealth LLC 0.39% — 681 $423K
Cerro Pacific Wealth Advisors LLC 0.14% Add +2.0% 721 $423K
Missouri Trust & Investment Co 0.15% No change 675 $420K
Sterling Wealth Management, Inc. 0.15% No change 674 $419K
Quartz Partners, LLC 0.25% Reduce -1.6% 673 $418K
Compass Capital Corp. /Ma/ 0.16% — 670 $417K
Northstar Group, Inc. 0.07% No change 670 $417K
Talisman Wealth Advisors LLC 0.44% Add +1.2% 669 $416K
Legacy Capital Wealth Management, LLC 0.41% — 669 $416K
Matrix Private Capital Group LLC 0.24% No change 667 $415K
Principal Securities, Inc. 0.01% Add +20.4% 667 $415K
Members Wealth LLC 0.31% — 659 $413K
Nicolet Bankshares Inc. 0.08% No change 664 $413K
Acropolis Investment Management, LLC 0.02% Add +0.1% 660 $410K
Calton & Associates, Inc. 0.18% New 658 $409K
Security National Bank 0.06% Reduce -5.6% 658 $409K
Retirement Solution LLC 0.11% New 658 $409K
CGN Advisors LLC 0.04% New 656 $408K
Capital Asset Advisory Services LLC 0.02% Add +0.2% 643 $407K
Adero Partners, LLC 0.03% Reduce -31.8% 653 $406K
Collective Family Office LLC 0.11% No change 652 $405K
Stonebridge Financial Group, LLC 0.04% — 650 $404K
Avalon Capital Management 0.13% No change 648 $403K
Clarkston Capital Partners, LLC 0.01% No change 648 $403K
Arthur M. Cohen & Associates, LLC 0.07% No change 647 $402K
Canal Capital Management, LLC 0.07% No change 645 $401K
Courier Capital LLC 0.03% Reduce -2.7% 645 $401K
Ameriflex Group, Inc. 0.18% — 648 $400K
Trek Financial, LLC 0.03% Reduce -2.9% 641 $399K
Red Door Wealth Management, LLC 0.06% Add +0.3% 639 $397K
Baron Financial Group, LLC 0.25% No change 638 $397K
Archer Investment Corp 0.11% No change 637 $396K
Everpar Advisors LLC 0.20% No change 637 $396K
Charles Schwab Trust Co 0.03% Reduce -41.4% 636 $395K
Blue Capital, Inc. 0.28% — 635 $395K
Foundation Wealth Management, LLC\PA 0.19% — 633 $394K
Grantvest Financial Group LLC 0.44% — 632 $393K
Taylor & Morgan Wealth Management, LLC 0.28% Reduce -13.7% 632 $393K
TruNorth Capital Management, LLC 0.11% No change 631 $392K
Stratos Investment Management, LLC 0.02% New 628 $391K
Coldstream Capital Management Inc. 0.01% No change 628 $391K
Cassady Schiller Wealth Management, LLC 0.14% No change 628 $390K
Ellis Investment Partners, LLC 0.08% Add +0.2% 627 $390K
Stegent Equity Advisors, Inc. 0.40% No change 627 $390K
Mb, Levis & Associates, LLC 0.20% Add +0.2% 626 $390K
Ironwood Investment Counsel, LLC 0.07% Reduce -0.5% 626 $389K
Fiduciary Alliance LLC 0.04% Add +8.7% 623 $387K
Boston Financial Mangement LLC 0.01% Reduce -17.9% 619 $385K
Jericho Financial, LLP 0.28% — 618 $384K
Exencial Wealth Advisors, LLC 0.01% Add +18.2% 616 $383K
Octavia Wealth Advisors, LLC 0.05% Reduce -19.7% 615 $382K
Townsend & Associates, Inc 0.04% No change 603 $382K
Smith Anglin Financial, LLC 0.04% Add +51.1% 612 $381K
Mustard Seed Financial, LLC 0.31% Add +8.9% 611 $380K
Cadence Bank 0.03% Add +35.6% 610 $379K
United Community Bank 0.15% No change 605 $376K
Van Strum & Towne Inc. 0.13% No change 603 $375K
BlackDiamond Wealth Management, LLC 0.22% Add +1.9% 603 $375K
Investment Advisory Services Inc. /TX 0.13% No change 600 $373K
Liberty Capital Management, Inc. 0.08% No change 600 $373K
Financial Advisors, LLC 0.07% No change 600 $373K
Caldwell Trust Co 0.04% Reduce -37.8% 600 $373K
Cable Hill Partners, LLC 0.04% Add +33.3% 600 $373K
HBK Sorce Advisory LLC 0.01% Add +10.5% 600 $373K
Capital Insight Partners, LLC 0.06% Reduce -50.1% 599 $372K
Capstone Financial Advisors, Inc. 0.02% Add +0.3% 599 $372K
Acorn Wealth Advisors, LLC 0.15% Reduce -5.7% 598 $372K
Breakwater Investment Management 0.16% Reduce -13.2% 597 $371K
Roman Butler Fullerton & Co. 0.12% No change 611 $371K
WealthPlan Investment Management, LLC 0.04% Add +6.2% 596 $370K
Glassman Wealth Services 0.06% No change 593 $369K
Sheaff Brock Investment Advisors, LLC 0.03% No change 591 $368K
Second Line Capital, LLC 0.10% Reduce -4.1% 590 $367K
Facet Wealth, Inc. 0.01% Reduce -11.8% 584 $363K
Lodestone Wealth Management LLC 0.18% Add +0.2% 582 $362K
RDA Financial Network 0.11% No change 580 $361K
Diversified Trust Co. 0.01% Reduce -26.6% 580 $361K
Farrell Financial LLC 0.26% Add +0.2% 578 $359K
Bridge Creek Capital Management LLC 0.11% New 576 $358K
Elevation Wealth Partners, LLC 0.15% Add +383.2% 575 $358K
Howard Financial Services, LTD. 0.05% Add +0.3% 575 $357K
AlphaCore Capital LLC 0.08% No change 574 $357K
Prosperity Wealth Management, Inc. 0.15% New 573 $356K
Key Client Fiduciary Advisors, LLC 0.16% Add +0.5% 572 $356K
DF Dent & Co. Inc. 0.00% Reduce -45.9% 572 $356K
Yoder Wealth Management, Inc. 0.20% No change 571 $355K
Flagship Wealth Advisors, LLC 0.21% — 568 $353K
Canvas Wealth Advisors, LLC 0.09% No change 567 $353K
Parisi Gray Wealth Management 0.11% Add +0.3% 566 $352K
Clear Creek Financial Management, LLC 0.04% Add +8.7% 565 $351K
Compass Advisory Group LLC 0.13% Add +0.2% 565 $351K
Planning Directions Inc. 0.20% Add +0.4% 565 $351K
Rosenberg Matthew Hamilton 0.09% No change 564 $351K
SP Asset Management LLC 0.03% Add +0.2% 563 $350K
Fearless Solutions, LLC dba Best Invest 0.27% — 563 $350K
Mystic Asset Management, Inc. 0.09% No change 563 $350K
Sugarloaf Wealth Management, LLC 0.07% No change 560 $348K
Values First Advisors, Inc. 0.19% New 560 $348K
Armor Investment Advisors, LLC 0.14% No change 560 $348K
Greenfield Seitz Capital Management, LLC 0.13% New 560 $348K
American Investment Services, Inc. 0.06% Add +5.3% 560 $348K
180 Wealth Advisors, LLC 0.05% Add +0.2% 559 $347K
Signature Wealth Management Partners, LLC 0.24% Reduce -1.8% 557 $346K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +0.2% 557 $346K
Founders Financial Securities LLC 0.03% Reduce -78.8% 556 $346K
Balanced Wealth Group LLC 0.15% Add +0.2% 559 $345K
First National Bank of Omaha 0.02% New 553 $344K
LBMC Investment Advisors, LLC 0.03% Add +0.2% 553 $344K
MinichMacGregor Wealth Management, LLC 0.07% Add +0.4% 552 $343K
Concord Asset Management, LLC 0.08% No change 551 $343K
MWA Asset Management 0.23% Reduce -5.7% 551 $343K
Cullen/Frost Bankers, Inc. 0.00% Add +289.4% 549 $341K
Intrua Financial, LLC 0.06% Reduce -25.2% 548 $341K
Accelerate Investment Advisors LLC 0.30% No change 545 $339K
LRI Investments, LLC 0.03% No change 545 $339K
MBE Wealth Management, LLC 0.19% Reduce -0.9% 545 $339K
First Financial Bankshares Inc 0.01% No change 544 $338K
Commonwealth Financial Services, LLC 0.07% Reduce -0.2% 544 $338K
Independent Wealth Network Inc. 0.14% Add +4.0% 542 $337K
Crews Bank & Trust 0.06% — 542 $337K
Ironwood Financial, llc 0.07% No change 540 $336K
Guidance Point Advisors, LLC 0.10% Add +0.4% 534 $332K
Tanager Wealth Management LLP 0.04% No change 534 $332K
Sageworth Trust Co 0.02% Reduce -3.1% 534 $332K
Family Office Research LLC 0.15% — 533 $332K
Frisch Financial Group, Inc. 0.10% Add +4.9% 532 $331K
Chaney Capital Management, Inc. 0.16% No change 532 $331K
Carl P. Sherr & Co., LLC 0.17% Add +6.0% 531 $330K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $330K
Summit Financial Strategies, Inc. 0.04% No change 528 $328K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +5.6% 528 $328K
TCI Wealth Advisors, Inc. 0.03% Reduce -6.2% 528 $328K
Cape Investment Advisory, Inc. 0.13% Add +48.9% 527 $328K
Keystone Wealth Services, LLC 0.09% Add +0.2% 527 $327K
Syntegra Private Wealth Group, LLC 0.04% Add +0.2% 527 $327K
Eastern Bank 0.01% Add +14.6% 526 $327K
Sykon Capital LLC 0.11% No change 525 $326K
TrueWealth Advisors, LLC 0.11% No change 524 $326K
Pursue Wealth Partners LLC 0.19% No change 523 $325K
Topsail Wealth Management, LLC 0.07% — 521 $324K
Cornerstone Wealth Group, LLC 0.03% Add +13.3% 521 $324K
Vertex Planning Partners, LLC 0.07% Add +0.2% 521 $324K
True North Advisors, LLC 0.08% Reduce -0.2% 520 $323K
Legacy Private Trust Co. 0.02% No change 520 $323K
First Business Financial Services, Inc. 0.03% No change 519 $323K
Creekside Partners 0.17% Add +0.4% 518 $322K
BCS Wealth Management 0.08% No change 516 $321K
Blue Trust, Inc. 0.00% Reduce -31.6% 516 $321K
Ibex Wealth Advisors 0.04% New 516 $321K
Dana Investment Advisors, Inc. 0.01% New 515 $320K
Florida Trust Wealth Management Co 0.01% New 515 $320K
Boston Trust Walden Corp 0.00% No change 515 $320K
Pension & Wealth Management Advisors, Inc. 0.13% Add +63.7% 514 $320K
Barnes Pettey Financial Advisors, LLC 0.24% Add +0.2% 515 $320K
Integris Wealth Management, LLC 0.09% New 514 $320K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -7.6% 513 $319K
Fulton Breakefield Broenniman LLC 0.02% No change 513 $319K
Wescott Financial Advisory Group, LLC 0.03% Reduce -19.1% 513 $319K
Frank, Rimerman Advisors LLC 0.02% No change 512 $318K
Jamison Private Wealth Management, Inc. 0.05% No change 509 $317K
SwitchPoint Financial Planning, LLC 0.30% — 508 $316K
Petix & Botte Co 0.08% New 508 $316K
Bluesphere Advisors LLC 0.15% Reduce -9.4% 508 $316K
Sonora Investment Management Group, LLC 0.02% No change 508 $316K
Parr McKnight Wealth Management Group, LLC 0.05% — 507 $315K
Everett Harris & Co. 0.00% No change 506 $315K
Linscomb Wealth, Inc. 0.02% Reduce -3.1% 505 $314K
Brady Martz Wealth Solutions, LLC 0.08% — 513 $313K
SilverOak Wealth Management LLC 0.07% Reduce -13.9% 503 $313K
Altfest L J & Co. Inc. 0.04% No change 503 $313K
InvesTrust 0.09% — 498 $313K
Twin Peaks Wealth Advisors, LLC 0.13% Add +0.2% 502 $312K
Tilia Fiduciary Partners, Inc. 0.21% Reduce -11.9% 501 $312K
Heritage Wealth Partners, LLC 0.39% Add +5.5% 500 $311K
F&V Capital Management, LLC 0.08% No change 500 $311K
Infinity Wealth Counsel, LLC 0.33% — 500 $311K
V2 Financial group LLC 0.19% No change 500 $311K
Pioneer Trust Bank N A 0.08% No change 500 $311K
Grove Bank & Trust 0.04% No change 500 $311K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 500 $311K
Whittier Trust Co. of Nevada Inc. 0.01% Add +8.2% 500 $311K
Fort Point Capital Partners LLC 0.03% No change 497 $309K
Keb Asset Management, LLC 0.09% No change 497 $309K
Brio Consultants, LLC 0.05% New 496 $309K
Plum Street Advisors, LLC 0.15% No change 496 $308K
Nadler Financial Group, Inc. 0.03% No change 496 $308K
Emerald Advisors, LLC 0.04% Reduce -0.4% 495 $308K
Ewa, LLC 0.12% Add +16.8% 495 $308K
Masso Torrence Wealth Management Inc. 0.16% No change 494 $307K
Betterment LLC 0.00% New 494 $307K
Tempus Wealth Planning, LLC 0.09% No change 494 $307K
HHM Wealth Advisors, LLC 0.04% Add +32.4% 491 $305K
Householder Group Estate & Retirement Specialist, LLC 0.23% Reduce -68.4% 491 $305K
Resolute Wealth Strategies, LLC 0.16% Reduce -2.0% 487 $303K
Cooper Financial Group 0.04% Reduce -1.2% 485 $302K
Faithward Advisors, LLC 0.05% Reduce -46.8% 484 $301K
Inspirion Wealth Advisors, LLC 0.04% Reduce -4.8% 479 $301K
Greenwood Gearhart LLC 0.02% Add +24.1% 484 $301K
Glen Eagle Advisors, LLC 0.05% Reduce -7.0% 482 $300K
Cornerstone Financial Group, LLC 0.29% — 478 $297K
Lokken Investment Group LLC 0.13% Reduce -12.4% 475 $295K
Martin Worley Group 0.18% — 473 $294K
TriaGen Wealth Management LLC 0.10% No change 472 $293K
Magnolia Capital Advisors LLC 0.08% New 472 $293K
Garden State Investment Advisory Services LLC 0.09% Add +0.2% 471 $293K
Cresta Advisors, Ltd. 0.15% No change 499 $293K
Meredith Wealth Planning 0.13% Add +19.6% 470 $292K
Uptown Financial Advisors LLC 0.32% — 470 $292K
Crown Wealth Group, LLC 0.12% No change 470 $292K
Goldstein Advisors, LLC 0.04% Reduce -14.0% 466 $290K
Watts Gwilliam & Co., LLC 0.06% Add +22.3% 460 $289K
Jeppson Wealth Management, LLC 0.10% Add +0.2% 464 $289K
Dentgroup LLC 0.22% No change 464 $288K
Mezzasalma Advisors, LLC 0.09% No change 461 $287K
Vested Financial Planning, LLC 0.27% — 461 $287K
Cheviot Value Management, LLC 0.06% No change 461 $287K
Clarus Wealth Advisors 0.14% No change 470 $286K
Buffington Mohr McNeal 0.05% No change 459 $285K
ProVise Management Group, LLC 0.02% Reduce -37.7% 458 $285K
Apeiron RIA LLC 0.08% Add +2.2% 457 $284K
Grey Ledge Advisors, LLC 0.07% Add +0.2% 456 $284K
Myecfo, LLC 0.15% Reduce -0.7% 456 $284K
Pacifica Partners Inc. 0.12% No change 456 $283K
PFW Advisors LLC 0.09% — 455 $283K
Keudell/Morrison Wealth Management 0.07% No change 455 $283K
Twin Capital Management Inc. 0.03% Reduce -1.1% 455 $283K
Chicago Capital, LLC 0.01% No change 455 $283K
R. W. Roge & Company, Inc. 0.15% Add +16.1% 454 $282K
Define Financial, LLC 0.21% — 453 $282K
Astoria Portfolio Advisors LLC. 0.10% New 462 $282K
Atlas Brown,Inc. 0.10% No change 452 $281K
Atlanta Consulting Group Advisors, LLC 0.10% New 452 $281K
Howland Capital Management LLC 0.01% No change 450 $280K
Johnson & White Wealth Management, LLC 0.17% No change 447 $278K
Acas, LLC 0.21% Add +12.9% 445 $278K
John G Ullman & Associates Inc. 0.04% Add +19.0% 445 $277K
Optivise Advisory Services LLC 0.15% Add +2.5% 444 $276K
Resources Management Corp. /CT/ 0.04% No change 442 $275K
AF Advisors, Inc. 0.04% No change 442 $275K
Hill Island Financial LLC 0.08% No change 437 $272K
Ifrah Financial Services, Inc. 0.08% Reduce -17.4% 437 $272K
Tocqueville Asset Management L.P. 0.00% No change 435 $270K
Riverview Capital Advisers, LLC 0.08% Reduce -1.4% 435 $270K
OneAscent Financial Services LLC 0.02% New 433 $269K
Godshalk Welsh Capital Management, Inc. 0.17% No change 430 $267K
Walkner Condon Financial Advisors LLC 0.05% No change 429 $267K
Trust Co of Kansas 0.13% No change 428 $266K
Cambria Investment Management, L.P. 0.02% New 426 $265K
Empowered Funds, LLC 0.00% New 426 $265K
Parkside Financial Bank & Trust 0.04% Add +25.0% 425 $265K
Ring Mountain Capital, LLC 0.18% — 425 $264K
BSW Wealth Partners 0.04% No change 424 $264K
Cascade Financial Partners, LLC 0.03% No change 422 $262K
Seaside Wealth Management, Inc. 0.10% New 422 $262K
Lakeridge Wealth Management LLC 0.14% Reduce -11.3% 422 $262K
Stonebrook Private Inc. 0.07% Add +0.2% 422 $262K
AAFMAA Wealth Management & Trust LLC 0.11% No change 421 $262K
Equita Financial Network, Inc. 0.09% No change 419 $261K
First National Advisers, LLC 0.04% No change 419 $261K
WealthTrust Asset Management, LLC 0.19% Reduce -19.2% 416 $259K
Pps&v Asset Management Consultants, Inc. 0.17% No change 413 $257K
Sfm, LLC 0.18% No change 413 $257K
Cottage Street Advisors LLC 0.13% New 413 $257K
Matisse Capital 0.13% Add +13.8% 412 $256K
New Hampshire Trust 0.05% Reduce -3.5% 412 $256K
Morton Capital Management LLC 0.05% No change 410 $255K
Pacific Sage Partners, LLC 0.06% New 410 $255K
Freedom Investment Management, Inc. 0.02% Reduce -1.2% 410 $255K
Slagle Financial, LLC 0.11% Add +1.0% 409 $254K
Foguth Wealth Management, LLC. 0.07% Add +1.3% 397 $254K
Aprio Wealth Management, LLC 0.04% Reduce -56.5% 408 $254K
Sachetta, LLC 0.10% Reduce -2.2% 407 $253K
Quantum Financial Planning Services, Inc. 0.14% — 407 $253K
Searcy Financial Services Inc. 0.12% No change 404 $251K
Callahan Advisors, LLC 0.02% No change 404 $251K
Altus Wealth Group LLC 0.11% No change 404 $251K
Webster Bank, N. A. 0.03% Reduce -23.8% 404 $251K
Retirement Investment Advisors, Inc. 0.03% Add +2.5% 404 $251K
LBJ Family Wealth Advisors, Ltd. 0.15% No change 404 $251K
Astra Wealth Partners LLC 0.24% — 402 $250K
Legacy Financial Strategies, LLC 0.05% New 402 $250K
Sand Hill Global Advisors, LLC 0.01% Reduce -1.5% 401 $249K
Kraft, Davis & Associates, LLC 0.07% Reduce -0.3% 398 $249K
Court Place Advisors, LLC 0.08% No change 400 $249K
Edge Financial Advisors LLC 0.22% New 399 $248K
Integrated Investment Consultants, LLC 0.05% New 399 $248K
GAMMA Investing LLC 0.02% No change 399 $248K
Summit X, LLC 0.05% No change 397 $247K
TAP Consulting, LLC 0.05% Reduce -3.6% 397 $247K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -0.5% 396 $246K
Minot DeBlois Advisors LLC 0.22% — 395 $246K
West Wealth Group, LLC 0.07% New 394 $245K
Trinity Financial Advisors LLC 0.09% Reduce -12.1% 394 $245K
Addison Capital Co 0.10% Reduce -57.6% 393 $244K
Monterey Private Wealth, Inc. 0.08% Reduce -6.0% 393 $244K
RFG Holdings, Inc. 0.08% Add +0.3% 391 $244K
Highland Financial Advisors, LLC 0.08% Add +11.1% 392 $244K
AA Financial Advisors, LLC 0.07% No change 392 $244K
Blue Bell Private Wealth Management, LLC 0.05% No change 392 $244K
Wealth Architects, LLC 0.03% No change 391 $243K
TKG Advisors, LLC 0.11% No change 380 $243K
Frederick Financial Consultants, LLC 0.19% — 391 $243K
Salem Investment Counselors Inc. 0.01% No change 391 $243K
Wesbanco Bank Inc. 0.01% No change 391 $243K
Legacy Financial Group, Inc. 0.08% No change 390 $243K
Oceanside Advisors LLC 0.18% No change 390 $243K
Burke & Herbert Bank & Trust Co. 0.06% New 390 $243K
Integrated Capital Management, LLC 0.13% Add +0.5% 390 $242K
Manhattan West Asset Management, LLC 0.07% New 388 $241K
Horizon Financial Services, LLC 0.14% No change 386 $240K
Root Financial Partners, LLC 0.03% New 386 $240K
AdvisorNet Financial, Inc 0.02% No change 385 $240K
Everest Private Wealth 0.21% — 385 $239K
Spectrum Wealth Advisory Group, LLC 0.11% Add +0.3% 385 $239K
Sanders Morris Harris LLC 0.04% No change 375 $238K
D.B. Root & Company, LLC 0.08% No change 382 $238K
Herold Advisors, Inc. 0.05% Reduce -2.6% 381 $237K
Meridian Wealth Advisors, LLC 0.04% No change 378 $235K
FSB Premier Wealth Management, Inc. 0.09% New 377 $235K
Palo Alto Wealth Advisors, LLC 0.08% No change 377 $234K
Viewpoint Capital Management LLC 0.12% No change 377 $234K
Edgestream Partners, L.P. 0.01% Reduce -22.9% 377 $234K
Claris Financial LLC 0.15% — 376 $234K
Apriem Advisors 0.03% New 375 $233K
First National Corp. /Ma/ 0.05% New 374 $233K
Beacon Wealthcare LLC 0.09% No change 373 $232K
Colonial River Investments, LLC 0.11% Reduce -5.3% 372 $231K
Klingman & Associates, LLC 0.01% New 372 $231K
Members Trust Co 0.01% No change 372 $231K
West Coast Financial LLC 0.03% No change 372 $231K
B.O.S.S. Retirement Advisors, LLC 0.06% Add +1.6% 371 $231K
IMZ Advisory Inc 0.10% No change 370 $230K
Castle Rock Wealth Management, LLC 0.05% No change 359 $230K
MKT Advisors LLC 0.10% No change 366 $230K
Midland Wealth Advisors, LLC 0.01% Reduce -0.5% 369 $229K
Optimist Retirement Group LLC 0.11% Add +0.3% 369 $229K
RKL Wealth Management LLC 0.02% New 367 $228K
Williams & Novak, LLC 0.22% No change 367 $228K
Earned Wealth Advisors, LLC 0.07% Add +91.2% 367 $228K
Aquire Wealth Advisors, LLC 0.07% Add +4.3% 363 $226K
Victory Financial Group, LLC 0.06% — 363 $226K
Westfuller Advisors, LLC 0.14% Add +0.3% 363 $225K
American Financial Advisors, LLC 0.03% Reduce -0.3% 363 $225K
HTG Investment Advisors, Inc. 0.10% No change 363 $225K
Disciplined Investors, L.L.C. 0.22% — 370 $225K
Wealthspan Partners, LLC 0.11% Reduce -2.2% 362 $225K
Endowment Wealth Management, Inc. 0.15% Add +0.3% 361 $224K
Fiduciary Financial Group, LLC 0.05% New 365 $224K
Cyndeo Wealth Partners, LLC 0.02% Reduce -2.7% 360 $224K
Heritage Wealth Management, Inc. 0.19% Reduce -7.7% 360 $224K
Coastal Bridge Advisors, LLC 0.06% New 360 $224K
Knightsbridge Asset Management, LLC 0.05% No change 360 $224K
GenWealth Group, Inc. 0.05% Reduce -0.8% 360 $224K
Rebalance, LLC 0.02% No change 358 $223K
Cura Wealth Advisors, LLC 0.10% — 358 $223K
Jim Saulnier & Associates, LLC 0.19% Add +3.5% 354 $220K
Planned Solutions, Inc. 0.09% No change 354 $220K
AMG National Trust Bank 0.01% New 350 $220K
Miller Financial Services LLC 0.18% — 351 $218K
Neumann Capital Management, LLC 0.07% No change 350 $218K
Carrera Capital Advisors 0.05% Add +0.3% 349 $217K
RE Dickinson Investment Advisors, LLC 0.19% Reduce -11.2% 349 $217K
Mosaic Family Wealth Partners, LLC 0.03% New 348 $217K
UMB Bank, n.a. 0.00% Reduce -39.6% 347 $216K
Well Done, LLC 0.04% No change 367 $215K
Davis Capital Management 0.17% Reduce -1.4% 345 $215K
Bluespring Wealth Management, LLC 0.02% No change 345 $214K
Hilltop Partners LLC 0.07% No change 342 $213K
Horan Capital Advisors, LLC. 0.07% Reduce -7.8% 342 $213K
Trevian Wealth Management LLC 0.16% No change 341 $212K
Drive Wealth Management, LLC 0.05% Reduce -47.7% 340 $211K
Clarity Capital Advisors, LLC 0.14% New 340 $211K
Independence Bank of Kentucky 0.03% Reduce -4.5% 339 $211K
Spreng Capital Management, Inc. 0.09% New 338 $210K
Per Stirling Capital Management, LLC. 0.03% New 337 $210K
Intellus Advisors LLC 0.04% — 337 $210K
Johnson Financial Group, LLC 0.02% New 337 $210K
Better Money Decisions, LLC 0.15% Reduce -17.4% 337 $209K
Financial Security Advisor, Inc. 0.05% Reduce -7.4% 337 $209K
Abound Wealth Management 0.07% Add +2.1% 336 $209K
Clark Asset Management, LLC 0.04% New 334 $208K
Cedar Wealth Management, LLC 0.07% Reduce -4.0% 333 $207K
Acorn Financial Advisory Services Inc. 0.03% Reduce -40.5% 333 $207K
JT Stratford LLC 0.03% New 332 $206K
Philip James Wealth Mangement, LLC 0.03% New 331 $206K
May Hill Capital, LLC 0.08% — 331 $206K
Burton Enright Welch 0.04% New 330 $206K
Texas Bank & Trust Co 0.08% — 330 $205K
Pacific Center for Financial Services 0.05% No change 329 $205K
ArborFi Advisors, LLC 0.20% — 326 $203K
Lane & Associates LLC 0.10% New 328 $203K
Unconventional Investor, LLC 0.12% New 324 $202K
McGowan Group Asset Management, Inc. 0.03% New 324 $201K
BlueStem Wealth Partners, LLC 0.03% — 323 $201K
NFSG Corp 0.05% Reduce -7.5% 323 $201K
Fortress Private Ledger, LLC 0.12% — 323 $201K
New Republic Capital, LLC 0.13% New 323 $201K
STAR Financial Bank 0.14% New 322 $200K
Pinnacle Bancorp, Inc. 0.06% No change 321 $200K
Quest 10 Wealth Builders, Inc. 0.20% — 318 $198K
Cranbrook Wealth Management, LLC 0.05% No change 314 $195K
Wolff Wiese Magana LLC 0.13% Reduce -2.5% 313 $195K
PSI Advisors, LLC 0.06% Add +23.3% 302 $188K
Motco 0.02% No change 299 $186K
Gables Capital Management Inc. 0.09% No change 298 $185K
Chapman Financial Group, LLC 0.15% — 294 $183K
Private Capital Management LLC 0.04% Add +41.2% 288 $179K
Medallion Wealth Advisors, LLC 0.09% — 321 $178K
New Millennium Group LLC 0.10% Reduce -14.4% 268 $167K
Tortoise Investment Management, LLC 0.02% Reduce -10.1% 267 $166K
Maryland Capital Advisors Inc. 0.08% Add +3.5% 265 $165K
New England Asset Management Inc. 0.03% No change 265 $165K
Northwest Bank & Trust Co 0.12% No change 264 $164K
Kiely Wealth Advisory Group, Inc. 0.10% No change 251 $158K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $155K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $155K
China Universal Asset Management Co., Ltd. 0.01% New 245 $152K
Denver PWM, LLC 0.06% Reduce -6.5% 244 $151K
Morse Asset Management, Inc 0.03% No change 236 $147K
Centennial Bank 0.07% No change 234 $146K
Rise Advisors, LLC 0.07% Add +1.3% 230 $143K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 228 $142K
Retirement Wealth Solutions LLC 0.12% — 229 $140K
Park Place Capital Corp 0.04% No change 223 $139K
Rialto Wealth Management, LLC 0.05% — 222 $138K
Raffa Wealth Management, LLC 0.03% No change 220 $137K
Angeles Wealth Management, LLC 0.01% No change 219 $136K
Hanson & Doremus Investment Management 0.02% Add +12.4% 218 $136K
Cherry Tree Wealth Management, LLC 0.03% No change 215 $134K
Human Investing LLC 0.02% New 214 $133K
Avalon Trust Co 0.01% No change 213 $132K
CBIZ Investment Advisory Services, LLC 0.01% No change 209 $130K
Sugar Maple Asset Management, LLC 0.10% New 205 $127K
Smartleaf Asset Management LLC 0.01% No change 202 $127K
PFG Private Wealth Management, LLC 0.07% New 200 $124K
Sound Income Strategies, LLC 0.01% Add +3.1% 200 $124K
Peoples Financial Services Corp. 0.06% No change 198 $123K
West Branch Capital LLC 0.04% Add +5.0% 188 $117K
S.A. Mason LLC 0.06% No change 187 $116K
Integrity Financial Corp 0.07% No change 184 $115K
GHP Investment Advisors, Inc. 0.01% No change 184 $115K
Castleview Partners, LLC 0.06% No change 180 $112K
Redwood Park Advisors LLC 0.10% — 179 $111K
Millstone Evans Group, LLC 0.08% — 178 $111K
DecisionPoint Financial, LLC 0.03% No change 177 $110K
MV Capital Management, Inc. 0.01% No change 174 $108K
Roxbury Financial LLC 0.10% — 172 $108K
Global Wealth Strategies & Associates 0.03% No change 170 $106K
ORG Partners LLC 0.01% New 168 $104K
Mascoma Wealth Management LLC 0.03% No change 166 $103K
FSA Wealth Management LLC 0.04% Add +0.6% 162 $100K
Anfield Capital Management, LLC 0.04% No change 160 $99K
Capital Analysts, LLC 0.00% Reduce -33.6% 160 $99K
SJS Investment Consulting Inc. 0.02% Add +4.6% 159 $99K
Asset Dedication, LLC 0.01% No change 155 $96K
Balefire, LLC 0.03% Reduce -11.0% 154 $96K
Hilltop National Bank 0.03% No change 151 $94K
Game Plan Financial Advisors, LLC 0.05% Reduce -5.1% 149 $93K
Ransom Advisory, Ltd 0.04% No change 144 $90K
Global Trust Asset Management, LLC 0.03% No change 144 $89K
Byrne Asset Management LLC 0.07% Reduce -3.4% 141 $88K
Halbert Hargrove Global Advisors, LLC 0.00% New 140 $87K
Montag A & Associates Inc. 0.00% No change 140 $87K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -60.0% 140 $87K
Hemington Wealth Management 0.02% Add +16.8% 139 $86K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $85K
Atala Financial Inc 0.06% — 135 $84K
Peterson Wealth Services 0.03% No change 135 $84K
Operose Advisors LLC 0.03% No change 127 $79K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $78K
Piscataqua Savings Bank 0.07% No change 125 $78K
IAG Wealth Partners, LLC 0.01% Reduce -19.1% 123 $76K
Golden State Wealth Management, LLC 0.01% — 120 $75K
Promus Capital, LLC 0.06% — 119 $74K
Wood Tarver Financial Group, LLC 0.02% — 118 $73K
Lee Danner & Bass Inc. 0.01% New 116 $72K
Robinswood Financial LLC 0.03% No change 115 $72K
Bfsg, LLC 0.01% Add +16.2% 115 $72K
New England Capital Financial Advisors LLC 0.03% No change 114 $71K
Barrett & Company, Inc. 0.03% Add +68.7% 113 $71K
Dunhill Financial, LLC 0.03% Add +13.0% 113 $70K
CNB Bank 0.03% No change 109 $68K
City Holding Co. 0.01% No change 105 $65K
Arcadia Investment Management Corp. 0.01% No change 103 $64K
Smithfield Trust Co 0.00% No change 100 $63K
Ameritas Investment Partners, Inc. 0.00% No change 101 $63K
Twin Lakes Capital Management, LLC 0.04% No change 100 $62K
Rogco, LP 0.03% No change 100 $62K
Serenus Wealth Advisors, LLC 0.01% — 61,803 $62K
Synergy Investment Management, LLC 0.03% — 99 $62K
Orion Capital Management LLC 0.03% New 99 $62K
Reyes Financial Architecture, Inc. 0.05% — 98 $61K
SIMA Wealth Partners, LLC 0.05% No change 96 $60K
Carolina Wealth Advisors, LLC 0.03% No change 96 $60K
Slocum, Gordon & Co LLP 0.05% No change 95 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +45.3% 93 $58K
Aviso Financial Inc. 0.00% No change 93 $58K
Pathway Financial Advisers, LLC 0.02% No change 93 $58K
Addison Advisors LLC 0.02% No change 91 $57K
Colonial Trust Advisors 0.01% Add +62.5% 91 $57K
Aventura Private Wealth, LLC 0.03% — 88 $55K
Birchbrook, Inc. 0.03% Add +16.9% 83 $52K
Northwest Capital Management Inc 0.02% No change 81 $50K
Hantz Financial Services, Inc. 0.00% No change 80 $50K
Future Financial Wealth Managment LLC 0.04% No change 80 $50K
HBC Financial Services, PLLC 0.03% No change 80 $49K
Evelyn Partners Investment Management Services Ltd 0.01% — 78 $49K
Horizons Wealth Management 0.04% No change 77 $48K
Fiduciary Advisors, Inc. 0.05% — 72 $45K
Boyd Watterson Asset Management LLC 0.01% Reduce -1.4% 71 $44K
Beaird Harris Wealth Management, LLC 0.00% Add +19.3% 68 $42K
EPG Wealth Management LLC 0.01% No change 68 $42K
Trifecta Capital Advisors, LLC 0.01% No change 66 $41K
American National Bank & Trust 0.00% Reduce -46.3% 66 $41K
Tompkins Financial Corp. 0.00% Reduce -76.8% 65 $40K
Monetary Management Group Inc. 0.01% Reduce -7.7% 60 $37K
Old Second National Bank of Aurora 0.01% No change 60 $37K
Hexagon Capital Partners LLC 0.01% New 60 $37K
Bell Investment Advisors, Inc 0.01% No change 58 $36K
Sawyer & Company, Inc 0.01% No change 58 $36K
Gleason Group, Inc. 0.01% No change 58 $36K
Duncker Streett & Co. Inc. 0.01% New 57 $35K
Creative Capital Management Investments LLC 0.01% No change 56 $35K
Coastline Trust Co 0.00% No change 55 $34K
First Community Trust NA 0.02% No change 53 $33K
Richardson Capital Management LLC 0.02% Reduce -7.1% 52 $33K
True Wealth Design, LLC 0.01% No change 52 $32K
Princeton Global Asset Management LLC 0.01% No change 52 $32K
Tucker Asset Management LLC 0.01% No change 50 $31K
Kentucky Trust Co 0.02% — 50 $31K
WR Wealth Planners, LLC 0.01% No change 50 $31K
Horizon Bancorp Inc. 0.01% No change 50 $31K
Briaud Financial Planning Inc 0.01% New 50 $31K
Brooklyn Investment Group 0.01% New 49 $30K
Copia Wealth Management 0.03% — 49 $30K
Private Wealth Management Group, LLC 0.01% No change 46 $28K
Signature Resources Capital Management, LLC 0.02% No change 44 $27K
Crowley Wealth Management, Inc. 0.02% — 44 $27K
Coston, McIsaac & Partners 0.01% Add +5.0% 42 $26K
Roble, Belko & Company, Inc 0.00% No change 42 $26K
Talon Private Wealth, LLC 0.01% No change 41 $25K
Darwin Wealth Management, LLC 0.01% No change 41 $25K
Morton Brown Family Wealth, LLC 0.01% No change 40 $25K
Blume Capital Management, Inc. 0.01% No change 40 $25K
Atwood & Palmer Inc. 0.00% No change 40 $25K
Zions Bancorporation, N.A. 0.00% Add +150.0% 40 $25K
Field & Main Bank 0.01% Reduce -50.0% 40 $25K
HighMark Wealth Management LLC 0.01% No change 40 $25K
Elevate Wealth Advisory, Inc. 0.02% No change 36 $23K
Burkett Financial Services, LLC 0.01% New 36 $22K
McIlrath & Eck, LLC 0.00% No change 36 $22K
Phillips Financial Management, LLC 0.00% No change 36 $22K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -88.3% 36 $22K
YANKCOM Partnership 0.01% — 35 $22K
Kings Path Partners LLC 0.01% No change 34 $21K
Riggs Asset Managment Co. Inc. 0.01% New 32 $20K
Windsor Advisory Group, LLC 0.02% New 30 $19K
Eagle Bay Advisors LLC 0.01% No change 30 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.3% 30 $19K
Winch Advisory Services, LLC 0.00% No change 29 $18K
Transce3nd, LLC 0.01% — 28 $17K
Logan Capital Management Inc. 0.00% No change 27 $17K
Founders Capital Management 0.01% No change 27 $17K
Graney & King, LLC 0.01% — 27 $17K
BankPlus Trust Department 0.01% — 26 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -55.2% 26 $16K
Evermay Wealth Management LLC 0.00% No change 25 $16K
First Command Advisory Services, Inc. 0.00% No change 25 $16K
MTM Investment Management, LLC 0.01% Add +4.5% 23 $14K
Central Pacific Bank - Trust Division 0.00% No change 23 $14K
AllSquare Wealth Management LLC 0.01% No change 21 $13K
Investors Research Corp 0.00% No change 20 $12K
Chesapeake Asset Management LLC 0.01% New 19 $12K
Oarsman Capital, Inc. 0.00% No change 19 $12K
Ridgewood Investments LLC 0.01% No change 18 $11K
Murphy & Mullick Capital Management Corp 0.01% — 17 $11K
Winnacle Wealth LLC 0.01% — 17 $10K
Financial Avengers, Inc. 0.00% No change 14 $9K
Curio Wealth, LLC 0.00% — 14 $9K
Nemes Rush Group LLC 0.00% New 14 $9K
Capital & Planning, LLC 0.01% — 13 $8K
FLP Wealth Management, LLC 0.02% — 12 $7K
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
Islay Capital Management, LLC 0.00% No change 10 $6K
Aspect Partners, LLC 0.00% New 10 $6K
Versant Capital Management, Inc 0.00% No change 10 $6K
Thompson Investment Management, Inc. 0.00% No change 10 $6K
Chilton Capital Management LLC 0.00% No change 10 $6K
Prestige Wealth Management Group LLC 0.00% No change 9 $6K
Caldwell Sutter Capital, Inc. 0.00% Reduce -86.0% 8 $5K
Financial Life Planners 0.00% — 7 $4K
Accent Capital Management, LLC 0.00% No change 6 $4K
Avion Wealth 0.00% No change 6 $3K
Atlatl Advisers LLC 0.00% — 4 $2K
Lanark Financial, Inc. 0.21% — 3 $2K
Clark Wealth Partners 0.00% — 3 $2K
Red Tortoise LLC 0.00% New 3 $2K
Kestra Investment Management, LLC 0.00% New 3 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 2 $1K
Kathleen S. Wright Associates Inc. 0.00% No change 2 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -97.6% 1 $622
Stephens Consulting, LLC 0.00% No change 1 $622
Synergy Asset Management, LLC 0.00% New 1 $587

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