Vanguard Info Tech ETFVGTETF

13F holders, Q1 2025 (March 31)
1,671holders −68
88new positions
128sold out
7famous investors
$542.15avg. 13F price*

At the end of Q1 2025, 1,671 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, down 68 from Q4 2024. 88 opened new positions and 128 sold out. The largest holders were Bank of America Corp. ($8.5B), JPMorgan Chase & Co. ($3.3B) and Morgan Stanley ($1.1B). 7 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions88$89.0M
Exits128$290.0M

All 13F filers, Q4 2024 → Q1 2025: 1,815,319 shares bought and 1,571,716 shares sold, net +243,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,671 holders

Bank of America Corp. 0.76% Add +2.1% 15,662,403 $8.5B
JPMorgan Chase & Co. 0.25% Add +6.2% 6,125,779 $3.3B
Morgan Stanley 0.08% Add +1.8% 2,059,861 $1.1B
UBS Group AG 0.22% Reduce -4.8% 1,799,195 $975.8M
Wells Fargo & Company 0.20% Reduce -0.8% 1,501,904 $814.6M
LPL Financial LLC 0.27% Reduce -2.5% 1,292,568 $701.1M
Raymond James Financial Inc. 0.16% Reduce -0.9% 788,435 $427.6M
Harel Insurance Investments & Financial Services Ltd. 5.16% Add +7.7% 726,684 $394.1M
Ameriprise Financial Inc. 0.10% Reduce -0.7% 710,593 $385.4M
Royal Bank of Canada 0.09% Reduce -4.4% 702,605 $381.1M
Northwestern Mutual Wealth Management Co. 0.28% Add +8.9% 623,405 $338.1M
PGIM Custom Harvest LLC 6.81% Reduce -5.7% 525,628 $285.1M
Stifel Financial Corp. 0.23% Add +2.1% 405,595 $220.0M
Envestnet Asset Management Inc. 0.07% Reduce -3.3% 378,265 $205.2M
HighTower Advisors, LLC 0.26% Reduce -2.8% 350,938 $190.3M
Equitable Holdings, Inc. 1.65% Reduce -1.0% 321,153 $174.2M
PNC Financial Services Group, Inc. 0.09% Reduce -1.1% 318,303 $172.6M
Cetera Investment Advisers 0.28% Add +15.8% 261,864 $142.0M
Cerity Partners LLC 0.29% Reduce -3.2% 258,198 $140.0M
Janney Montgomery Scott LLC 0.38% Add +0.3% 250,036 $135.6M
Rockefeller Capital Management L.P. 0.33% Reduce -0.1% 243,162 $131.9M
Commonwealth Equity Services, LLC 0.17% Reduce -0.3% 223,550 $121.2M
Provida Pension Fund Administrator 2.39% Reduce -28.4% 219,060 $118.7M
Taiyo Life Insurance Co. 10.31% Reduce -15.7% 212,000 $115.0M
Russell Investments Group, Ltd. 0.16% Reduce -7.8% 211,980 $115.0M
Nissay Asset Management Corp. /Japan 0.72% No change 204,727 $111.0M
Armstrong Advisory Group, Inc. 8.42% No change 169,701 $105.5M
Osaic Holdings, Inc. 0.22% Reduce -1.7% 181,478 $98.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 11.03% Reduce -0.8% 180,501 $97.9M
Two Sigma Investments, LP 0.21% Add +23.3% 169,500 $91.9M
Truist Financial Corp. 0.14% Add +3.9% 164,912 $89.4M
M&T Bank Corp 0.32% Reduce -2.9% 161,206 $87.4M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -8.6% 135,324 $73.4M
Creative Planning 0.07% Add +8.0% 133,501 $72.4M
Northern Trust Corp. 0.01% Add +0.0% 129,217 $70.1M
Compass Financial Group, INC 12.70% Add +7.7% 123,754 $67.1M
Brown Advisory Inc. 0.09% Add +1.3% 120,216 $65.2M
Spire Wealth Management 2.05% Reduce -6.6% 118,199 $64.1M
Goldman Sachs Group Inc. 0.01% Add +0.3% 112,999 $61.3M
Bailard, Inc. 1.56% Reduce -1.8% 111,687 $60.6M
NORTHSTAR ASSET MANAGEMENT Co 14.47% Add +1.3% 110,460 $59.9M
Agf Management Ltd. 0.30% Reduce -9.4% 103,968 $56.4M
Silicon Valley Capital Partners 7.28% Add +6.0% 102,529 $55.7M
WBH Advisory Inc. 4.75% Reduce -1.7% 93,832 $50.9M
Yarbrough Capital, LLC 2.08% No change 89,058 $48.3M
Sanctuary Advisors, LLC 0.34% Reduce -0.3% 88,980 $48.3M
MML Investors Services, LLC 0.16% Add +6.8% 86,817 $47.1M
Lido Advisors, LLC 0.27% Add +9.6% 83,421 $45.2M
Systematic Alpha Investments, LLC 1.71% No change 82,300 $44.6M
KCM Investment Advisors LLC 1.54% Add +8.2% 78,440 $42.5M
MAI Capital Management 0.32% Reduce -2.4% 77,332 $41.9M
Peapack Gladstone Financial Corp. 0.62% Reduce -1.3% 76,690 $41.6M
Comerica Bank 0.17% Reduce -3.7% 74,921 $40.6M
Beacon Capital Management, Inc. 2.01% Reduce -75.4% 66,020 $40.5M
Mariner, LLC 0.07% Add +3.2% 73,664 $40.0M
SteelPeak Wealth, LLC 1.69% Add +348.1% 73,141 $39.7M
Kestra Advisory Services, LLC 0.19% Reduce -6.2% 72,725 $39.4M
FMR LLC 0.00% Add +5.7% 70,731 $38.4M
Fisher Asset Management 0.02% Reduce -20.6% 68,278 $37.0M
Corient Private Wealth LP 0.06% Reduce -6.6% 66,958 $36.3M
Private Advisor Group, LLC 0.22% Add +6.8% 65,721 $35.6M
Avantax Advisory Services, Inc. 0.22% Add +4.5% 65,467 $35.5M
Apollon Wealth Management, LLC 0.78% Add +3.5% 65,142 $35.3M
Pinnacle Associates Ltd. 0.51% Add +0.1% 63,617 $34.5M
Ami Investment Management Inc. 11.06% Add +6.0% 63,222 $34.3M
Stuart Chaussee & Associates, Inc. 8.52% Reduce -4.7% 63,045 $34.2M
FIL Ltd 0.03% No change 62,196 $33.7M
Marotta Asset Management 6.57% Add +6.5% 57,021 $33.4M
Trust Co. of Oklahoma 11.47% Reduce -1.1% 61,242 $33.2M
Park National Corp. 1.22% Add +4.8% 60,991 $33.1M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -15.8% 60,528 $32.8M
Madison Asset Management, LLC 0.36% Reduce -4.9% 59,296 $32.2M
Hollencrest Capital Management 1.41% Reduce -0.0% 59,240 $32.1M
Full Sail Capital, LLC 2.07% Add +7.4% 59,052 $32.0M
Assetmark, Inc. 0.09% Add +172.2% 59,047 $32.0M
Harbour Investments, Inc. 0.89% Add +1.8% 57,708 $31.3M
Elwood & Goetz Wealth Advisory Group, LLC 7.16% Reduce -0.2% 54,053 $29.3M
Steward Partners Investment Advisory, LLC 0.25% Reduce -0.4% 51,618 $28.0M
SBI Securities Co., Ltd. 0.93% Reduce -2.8% 51,396 $27.9M
GPS Wealth Strategies Group, LLC 3.74% Reduce -9.5% 51,088 $27.7M
Fifth Third Bancorp 0.10% Add +16.1% 49,342 $26.8M
GWN Securities Inc. 1.50% Add +386.0% 43,503 $26.5M
Bank of Montreal 0.01% Add +25.1% 48,357 $26.2M
MassMutual Private Wealth & Trust, FSB 0.76% Add +4.5% 48,243 $26.2M
Ieq Capital, LLC 0.21% Add +28.6% 47,632 $25.8M
Tiaa Trust, National Association 0.08% Reduce -2.6% 46,367 $25.1M
Winthrop Capital Management, LLC 6.54% Add +1.8% 43,852 $23.8M
First Merchants Corp. 0.94% Reduce -2.6% 43,388 $23.5M
Portfolio Strategies, Inc. 3.59% Reduce -1.8% 42,751 $23.2M
Jones Financial Companies LLLP 0.02% Add +48.8% 42,351 $23.0M
CW Advisors, LLC 0.27% Add +711.0% 40,889 $22.8M
Mokosak Advisory Group, LLC 7.01% Reduce -5.8% 41,817 $22.7M
Pathstone Holdings, LLC 0.10% Add +3.0% 41,171 $22.4M
Atria Wealth Solutions, Inc. 0.27% Reduce -11.6% 40,648 $22.0M
CVA Family Office, LLC 3.34% Add +1.2% 40,225 $21.8M
Enclave Advisors LLC 3.71% Reduce -12.6% 40,042 $21.7M
Van Eck Associates Corp. 0.03% Add +116.7% 39,972 $21.7M
Wealth Group Ltd 6.29% Add +3.1% 39,551 $21.5M
Blair William & Co. 0.06% Add +3.6% 39,207 $21.3M
Keebeck Wealth Management 3.14% Reduce -7.7% 39,147 $21.2M
Stratos Wealth Partners, LTD. 0.32% Reduce -4.8% 38,464 $20.9M
Gratus Wealth Advisors, LLC 3.41% Reduce -1.8% 38,313 $20.8M
Exchange Capital Management, Inc. 3.29% Add +6.2% 37,404 $20.3M
Capital Advisors Wealth Management, LLC 3.53% Reduce -2.0% 36,879 $20.0M
Wiser Wealth Management, Inc 5.49% Add +3.4% 36,103 $19.6M
Callan Capital, LLC 1.42% Reduce -0.8% 35,292 $19.1M
XML Financial, LLC 1.78% Add +2.4% 35,217 $19.1M
Robertson Stephens Wealth Management, LLC 0.71% Add +3.2% 35,172 $19.1M
Focus Partners Wealth 0.05% Add +17.7% 34,856 $18.9M
Baker Ellis Asset Management LLC 2.71% Add +0.3% 34,646 $18.8M
Baird Financial Group, Inc. 0.04% Reduce -11.4% 34,289 $18.6M
Cresset Asset Management, LLC 0.09% Reduce -6.2% 34,244 $18.6M
White Lighthouse Investment Management Inc. 3.30% Reduce -7.7% 34,075 $18.5M
Citigroup Inc. 0.01% Reduce -4.8% 33,718 $18.3M
Mercer Global Advisors Inc. 0.04% Reduce -3.8% 33,449 $18.1M
SCS Capital Management LLC 0.23% Add +39.1% 33,324 $18.1M
NorthCoast Asset Management LLC 0.09% Reduce -12.2% 32,855 $17.8M
Fiduciary Trust Co 0.23% Reduce -0.2% 32,506 $17.6M
BBR Partners, LLC 1.23% No change 31,981 $17.3M
Lowe Brockenbrough & Co. Inc. 1.13% Add +4.1% 31,595 $17.1M
Wealthfront Advisers LLC 0.05% Add +2.4% 31,060 $16.8M
IFP Advisors, Inc 0.52% Add +357.9% 30,926 $16.8M
Captrust Financial Advisors 0.04% Add +35.4% 30,131 $16.3M
Annex Advisory Services, LLC 0.45% Reduce -5.7% 29,461 $16.0M
Wall Street Financial Group, Inc. 16.46% Add +20.8% 29,285 $15.9M
Anchor Investment Management, LLC 1.46% Add +1.4% 28,837 $15.6M
Beacon Capital Management, LLC 2.08% Add +17.6% 28,451 $15.4M
Welch Capital Partners LLC 3.61% No change 27,976 $15.2M
Financial Perspectives, Inc 5.14% Add +4.1% 27,607 $15.0M
Cornerstone Advisory, LLC 1.70% Add +2.6% 26,129 $14.6M
Axiom Financial Strategies, LLC 8.64% Add +1.7% 26,880 $14.6M
Brandywine Oak Private Wealth LLC 1.42% Reduce -2.3% 26,709 $14.5M
Sound View Wealth Advisors Group, LLC 1.16% Reduce -4.2% 26,056 $14.1M
Integrated Wealth Concepts LLC 0.16% Reduce -1.3% 25,966 $14.1M
Johnson Investment Counsel Inc. 0.14% Reduce -4.1% 25,909 $14.1M
Karpus Management, Inc. 0.45% Reduce -4.0% 25,814 $14.0M
Townsquare Capital LLC 0.14% Add +33.0% 24,960 $13.5M
Mutual Advisors, LLC 0.39% Add +126.0% 24,762 $13.5M
Wilmington Savings Fund Society, FSB 0.25% Reduce -2.1% 24,726 $13.4M
Founders Grove Wealth Partners, LLC 3.69% Add +3.9% 24,408 $13.2M
Kestra Private Wealth Services, LLC 0.22% Reduce -4.2% 24,079 $13.1M
Citadel Advisors 0.01% Add +103.1% 23,903 $13.0M
Curtis Advisory Group, LLC 3.73% No change 23,415 $12.7M
Mgo One Seven LLC 0.49% Add +15.9% 23,139 $12.5M
Leeward Financial Partners, LLC 4.64% Reduce -19.5% 22,910 $12.4M
NRI Wealth Management LC 9.18% Add +0.5% 22,892 $12.4M
Madden Advisory Services, Inc. 5.74% Reduce -2.7% 22,693 $12.3M
Perigon Wealth Management, LLC 0.31% Add +15.3% 22,287 $12.1M
Fca Corp. 3.85% Reduce -1.3% 22,273 $12.1M
Kwmg, LLC 1.23% Add +0.4% 22,205 $12.0M
Scotia Capital Inc. 0.06% Add +1.5% 22,066 $12.0M
Drucker Wealth 3.0, LLC 2.61% Add +37.8% 21,899 $11.9M
Dorsey & Whitney Trust CO LLC 0.68% Reduce -0.1% 21,784 $11.8M
Wedbush Securities Inc. 0.43% Add +3.1% 21,720 $11.8M
BNP Paribas Financial Markets 0.01% Add +166.5% 21,621 $11.7M
First Financial Corp. 5.67% Add +17.0% 21,616 $11.7M
Gibraltar Capital Management, Inc. 2.53% New 21,570 $11.7M
Wheelhouse Advisory Group LLC 6.67% Add +4.3% 21,531 $11.7M
Concurrent Investment Advisors, LLC 0.28% Add +100.5% 21,230 $11.5M
J.W. Cole Advisors, Inc. 0.36% Add +60.7% 21,146 $11.5M
Proquility Private Wealth Partners, LLC 3.52% Reduce -11.7% 21,080 $11.4M
Triangle Securities Wealth Management 2.92% Reduce -3.0% 20,965 $11.4M
Curi Capital, LLC 0.28% Reduce -10.0% 20,931 $11.4M
HB Wealth Management, LLC 0.10% Add +46.4% 20,878 $11.3M
Natixis Advisors, LLC 0.02% Add +19.8% 20,751 $11.3M
CoreCap Advisors, LLC 0.49% Reduce -3.5% 20,595 $11.2M
Aspiriant, LLC 0.39% Reduce -4.0% 20,574 $11.2M
Chatham Capital Group, Inc. 1.86% Add +0.3% 20,538 $11.1M
Crewe Advisors LLC 1.56% Reduce -15.0% 20,403 $11.1M
TRUE Private Wealth Advisors 1.34% Add +30.6% 20,340 $11.0M
IFS Advisors, LLC 8.88% Reduce -1.6% 20,169 $10.9M
Hobart Private Capital, LLC 2.71% Add +0.3% 19,965 $10.8M
Jmac Enterprises LLC 2.55% Reduce -28.5% 19,800 $10.7M
Certified Advisory Corp 1.21% Reduce -2.5% 19,700 $10.7M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -0.5% 19,510 $10.6M
Capital Planning LLC 2.94% Reduce -2.1% 19,368 $10.5M
Delta Financial Group, Inc. 2.40% Add +6.9% 18,244 $10.5M
Sage Mountain Advisors LLC 0.77% No change 19,227 $10.4M
TD Private Client Wealth LLC 0.29% Add +6.5% 19,141 $10.4M
Advisory Services Network, LLC 0.20% Reduce -54.8% 18,924 $10.3M
Atlas Capital Advisors Inc. 1.28% Reduce -7.6% 18,909 $10.3M
Alexander Labrunerie & Co., Inc. 4.48% Reduce -1.3% 18,861 $10.2M
NewEdge Advisors, LLC 0.06% Reduce -3.2% 18,565 $10.1M
Arkansas Financial Group, Inc. 1.74% Add +7.6% 19,709 $10.0M
Snowden Capital Advisors LLC 0.32% Add +2.1% 18,518 $10.0M
Barings LLC 0.26% No change 18,474 $10.0M
First PREMIER Bank 2.52% Reduce -0.6% 18,296 $9.9M
Bokf, NA 0.17% Reduce -2.4% 18,038 $9.8M
Evelyn Partners Investment Management (Europe) Ltd 3.66% Add +0.0% 18,035 $9.8M
Strengthening Families & Communities, LLC 5.96% Add +3.3% 17,919 $9.8M
Magnolia Wealth Management, LLC 6.94% Add +2.6% 17,850 $9.7M
Principle Wealth Partners LLC 0.69% Add +0.4% 17,761 $9.6M
Praetorian Wealth Management, Inc. 2.34% Add +5.7% 17,724 $9.6M
CIBC Private Wealth Group LLC 0.02% Add +17.7% 20,414 $9.6M
Quantinno Capital Management LP 0.06% Add +51.0% 17,640 $9.6M
Bordeaux Wealth Advisors LLC 1.76% Reduce -2.5% 17,530 $9.5M
IFG Advisory, LLC 0.52% Add +8.3% 17,264 $9.4M
Nomura Asset Management Co. Ltd. 0.03% Add +38.2% 17,231 $9.3M
Neuberger Berman Group LLC 0.01% Add +229.4% 17,130 $9.3M
JBR Co Financial Management Inc 5.37% Add +2.5% 16,936 $9.2M
Oppenheimer & Co. Inc. 0.14% Add +9.3% 16,747 $9.1M
Olistico Wealth, LLC 5.60% Reduce -0.7% 16,266 $9.1M
Leavell Investment Management, Inc. 0.44% Reduce -1.4% 16,479 $8.9M
Belpointe Asset Management LLC 0.46% Add +11.6% 16,392 $8.9M
Sumitomo Mitsui Financial Group, Inc. 0.16% Add +6.0% 15,980 $8.7M
Bouchey Financial Group, Ltd. 0.77% Reduce -7.7% 15,831 $8.6M
Penobscot Wealth Management 3.60% Add +4.9% 15,778 $8.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.5% 15,609 $8.5M
BIP Alliance, LLC 3.57% Add +4.5% 15,560 $8.4M
Focused Wealth Management, Inc 1.15% Reduce -2.4% 15,535 $8.4M
Atria Investments, Inc 0.11% Reduce -6.8% 15,505 $8.4M
Royal Fund Management, LLC 1.00% Reduce -72.3% 15,310 $8.4M
Fifth Third Securities, Inc. 0.70% Add +19.5% 15,300 $8.3M
Financial Freedom, LLC 4.73% Reduce -1.2% 15,177 $8.2M
Susquehanna International Group, LLP 0.01% Add +405.9% 15,115 $8.2M
Glenmede Trust Co. NA 0.04% Add +2.8% 15,107 $8.2M
New Insight Wealth Advisors 3.71% Add +15.4% 15,058 $8.2M
Evergreen Capital Management LLC 0.27% Reduce -2.6% 14,948 $8.1M
Beacon Pointe Advisors, LLC 0.09% Reduce -2.0% 14,609 $7.9M
US Bancorp \de 0.01% Reduce -0.1% 14,484 $7.9M
Western Wealth Management, LLC 0.52% Reduce -6.0% 14,444 $7.8M
SWAN Capital LLC 3.61% Add +31.2% 14,394 $7.8M
Patton Albertson Miller Group, LLC 1.16% Add +2.5% 14,347 $7.8M
Naples Global Advisors, LLC 0.73% Add +5.7% 14,177 $7.7M
Bristlecone Advisors, LLC 0.62% Add +0.1% 13,946 $7.6M
O'shaughnessy Asset Management, LLC 0.06% Add +61.5% 13,936 $7.6M
Cornerstone Advisors Asset Management, LLC 1.54% Add +7.3% 13,883 $7.5M
Tidal Investments LLC 0.06% New 13,882 $7.5M
Perennial Investment Advisors, LLC 0.84% Add +0.4% 13,808 $7.5M
Merit Financial Group, LLC 0.11% Add +83.0% 13,628 $7.4M
Haverford Trust Co 0.07% Add +3.9% 13,576 $7.4M
NorthCrest Asset Manangement, LLC 0.22% Add +9.7% 13,401 $7.3M
Advisors Capital Management, LLC 0.11% Add +2.3% 13,367 $7.3M
NWF Advisory Services Inc. 1.01% Reduce -5.2% 13,237 $7.2M
Advantage Trust Co 4.34% Reduce -15.1% 13,191 $7.2M
Flputnam Investment Management Co. 0.13% Add +49.6% 13,009 $7.1M
Prime Capital Investment Advisors, LLC 0.08% Add +26.7% 12,942 $7.0M
Titleist Asset Management, LLC 0.81% Add +20.8% 12,863 $7.0M
Ameritas Advisory Services, LLC 0.28% Reduce -14.8% 11,881 $6.9M
Cibc World Market Inc. 0.02% Add +4.8% 12,745 $6.9M
MOKAN Wealth Management Inc. 4.16% Add +15.4% 12,747 $6.9M
Synovus Financial Corp. 0.09% Reduce -6.3% 12,544 $6.8M
Moneta Group Investment Advisors LLC 0.09% Reduce -5.0% 12,370 $6.7M
Vista Investment Management 2.62% Reduce -2.8% 12,366 $6.7M
D.A. Davidson & Co. 0.05% Add +1.3% 12,300 $6.7M
E&G Advisors, LLC 1.88% Add +1.7% 12,290 $6.7M
Parallel Advisors, LLC 0.15% Reduce -3.0% 12,278 $6.7M
Altura Wealth Advisors Inc. 4.37% Add +21.3% 12,142 $6.6M
Neville Rodie & Shaw Inc. 0.52% Reduce -0.0% 12,133 $6.6M
FPC Investment Advisory, Inc. 4.51% Add +30.1% 11,659 $6.6M
Sabal Trust CO 0.36% Add +0.5% 12,043 $6.5M
Culbertson A N & Co. Inc. 1.04% Reduce -1.2% 12,020 $6.5M
Squarepoint Ops LLC 0.02% New 12,007 $6.5M
Bank of New York Mellon Corp 0.00% Add +4.4% 11,994 $6.5M
Allworth Financial LP 0.04% Add +2.9% 12,027 $6.5M
Foundations Investment Advisors, LLC 0.12% Add +13.9% 11,801 $6.4M
Flagship Private Wealth, LLC 3.01% Add +2.5% 11,667 $6.3M
EP Wealth Advisors, LLC 0.05% Add +0.4% 11,645 $6.3M
Oliver Luxxe Assets LLC 1.16% Reduce -0.8% 11,496 $6.2M
Breed's Hill Capital LLC 3.35% Add +4.9% 11,466 $6.2M
Independent Financial Group, LLC 0.21% Add +0.8% 11,427 $6.2M
Cwm, LLC 0.02% Add +12.5% 11,271 $6.1M
Prospera Financial Services Inc 0.14% Add +13.9% 11,256 $6.1M
Bravias Capital Group, LLC 4.91% Reduce -3.0% 11,157 $6.1M
Hartford Financial Management Inc. 1.24% Reduce -0.9% 11,090 $6.0M
Security Financial Services, INC. 1.19% No change 11,010 $6.0M
Strategic Blueprint, LLC 0.32% Add +13.2% 10,978 $6.0M
Ausdal Financial Partners, Inc. 0.45% Add +2.3% 10,972 $6.0M
Parcion Private Wealth LLC 0.49% New 10,971 $6.0M
Trilogy Capital Inc. 0.31% Add +0.4% 10,855 $5.9M
Kesler, Norman & Wride, LLC 1.12% Add +2.7% 10,847 $5.9M
Barclays PLC 0.00% Add +40.5% 10,847 $5.9M
Brookstone Capital Management 0.08% Reduce -1.3% 10,803 $5.9M
Federation des caisses Desjardins du Quebec 0.03% Add +104.8% 10,734 $5.8M
Quintet Private Bank (Europe) S.A. 0.34% Add +0.5% 10,680 $5.8M
BlackRock, Inc. 0.00% Add +37.2% 10,607 $5.8M
Gladstone Institutional Advisory LLC 0.27% Reduce -6.8% 10,602 $5.8M
Transatlantique Private Wealth LLC 2.28% Reduce -7.5% 10,551 $5.7M
Williams Jones Wealth Management, LLC. 0.07% Reduce -4.2% 10,547 $5.7M
Invst, LLC 0.78% Reduce -18.8% 10,535 $5.7M
&partners 0.06% Add +24.8% 10,530 $5.7M
Syon Capital LLC 0.46% Add +18.5% 10,366 $5.6M
Sheridan Capital Management, LLC 4.08% Reduce -3.0% 10,321 $5.6M
Signature Estate & Investment Advisors LLC 0.14% Add +8.0% 10,137 $5.5M
Vermillion Wealth Management, Inc. 1.62% Add +7.3% 10,031 $5.4M
First Bancorp, Inc 3.53% Add +11.1% 10,028 $5.4M
AE Wealth Management LLC 0.05% Add +8.8% 9,980 $5.4M
Kingsview Wealth Management, LLC 0.10% Add +5.2% 9,926 $5.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -35.8% 9,870 $5.4M
Fischer Financial Services, Inc. 1.71% Reduce -0.1% 9,801 $5.3M
Gotham Asset Management 0.04% Add +126.9% 9,755 $5.3M
Trinity Legacy Partners, LLC 1.33% Add +14.8% 8,608 $5.3M
IHT Wealth Management, LLC 0.16% Reduce -2.3% 9,693 $5.3M
Bank of New Hampshire 1.37% Reduce -3.5% 9,668 $5.2M
Raab & Moskowitz Asset Management LLC 1.31% Reduce -4.9% 9,609 $5.2M
Optimum Investment Advisors 2.44% Add +1.9% 9,553 $5.2M
Marshall & Sterling Wealth Advisors Inc. 3.51% Reduce -3.4% 9,515 $5.2M
Summit Financial, LLC 0.14% Add +214.5% 9,414 $5.1M
Modera Wealth Management, LLC 0.07% Add +1.0% 9,319 $5.1M
Bryn Mawr Trust Advisors, LLC 0.30% Reduce -38.5% 9,317 $5.1M
Strategic Investment Solutions, Inc. 1.46% Add +827.0% 9,344 $5.0M
Choreo, LLC 0.08% Reduce -24.0% 9,212 $5.0M
Joel Isaacson & Co., LLC 0.23% Add +0.1% 9,212 $5.0M
Pallas Capital Advisors LLC 0.21% Reduce -0.6% 9,199 $5.0M
Valley National Advisers Inc. 0.89% Add +4.2% 9,116 $4.9M
Sebold Capital Management, Inc. 3.25% Reduce -3.7% 9,110 $4.9M
MY Wealth Management Inc. 4.76% Add +1.2% 9,043 $4.9M
MMBG Investment Advisors Co. 0.55% Add +5.4% 9,050 $4.9M
Financial Advisory Partners, LLC 1.64% Add +5.5% 9,036 $4.9M
NewEdge Wealth, LLC 0.09% Reduce -57.3% 9,029 $4.9M
Wulff, Hansen & Co. 4.44% Reduce -0.8% 8,972 $4.9M
Atlas Legacy Advisors, LLC 1.23% Reduce -61.1% 8,536 $4.9M
Diversified Enterprises, LLC 0.41% Reduce -0.6% 8,887 $4.8M
Fairway Financial, LLC 4.33% Add +1.0% 8,803 $4.8M
Bessemer Group Inc. 0.01% Reduce -2.5% 8,652 $4.7M
CreativeOne Wealth, LLC 0.14% Add +1.4% 8,642 $4.7M
Commerce Bank 0.03% No change 8,603 $4.7M
Sigma Planning Corp 0.15% Add +3.0% 8,543 $4.6M
Dagco, Inc. 1.49% Add +10.5% 8,515 $4.6M
Eley Financial Management, Inc 1.85% Reduce -2.3% 8,436 $4.6M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -0.3% 8,486 $4.6M
Wealthspire Retirement, LLC 0.36% Add +0.8% 8,476 $4.6M
Empower Advisory Group, LLC 0.01% Reduce -1.8% 8,408 $4.6M
Clarius Group, LLC 0.28% New 8,320 $4.5M
Hennion & Walsh Asset Management, Inc. 0.20% Add +164.5% 8,312 $4.5M
Summit Trail Advisors, LLC 0.15% Add +1.9% 8,222 $4.5M
Sequoia Financial Advisors, LLC 0.03% Add +7.5% 8,150 $4.4M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -0.3% 8,137 $4.4M
Sound Stewardship, LLC 2.51% Reduce -3.9% 8,137 $4.4M
Wealthcare Advisory Partners LLC 0.12% Add +0.9% 7,946 $4.3M
SeaCrest Wealth Management, LLC 0.49% Add +6.2% 7,914 $4.3M
Cornerstone Advisors, LLC 0.18% No change 7,800 $4.2M
Proficio Capital Partners LLC 0.33% Reduce -16.9% 7,713 $4.2M
N.E.W. Advisory Services LLC 0.32% Add +10.5% 7,757 $4.2M
Fingerlakes Wealth Management, Inc. 3.56% Reduce -1.9% 7,716 $4.2M
Joule Financial, LLC 1.45% Add +102.4% 7,613 $4.1M
Marion Wealth Management 1.10% Reduce -8.0% 7,589 $4.1M
Ignite Planners, LLC 0.80% Reduce -1.9% 7,333 $4.1M
Focus Financial Network, Inc. 0.17% Add +1.4% 7,531 $4.1M
Kingswood Wealth Advisors, LLC 0.37% Reduce -36.9% 7,518 $4.1M
Tandem Investment Partners LLC 4.02% Add +0.2% 7,509 $4.1M
Acorn Creek Capital LLC 2.02% Reduce -3.0% 7,460 $4.0M
Oak Harvest Investment Services 0.56% Add +7.7% 7,424 $4.0M
Farmers National Bank 1.13% Reduce -3.5% 7,384 $4.0M
Chicago Partners Investment Group LLC 0.13% Add +0.7% 7,045 $4.0M
Creative Financial Designs Inc. 0.32% Add +20.3% 7,325 $4.0M
International Assets Investment Management, LLC 0.35% Add +10.2% 7,313 $4.0M
Mather Group, Llc. 0.05% Reduce -2.6% 7,216 $3.9M
Davis Investment Partners, LLC 1.73% Add +1.7% 7,454 $3.9M
Evolution Wealth Advisors, LLC 0.64% Reduce -1.9% 7,105 $3.9M
Rehmann Capital Advisory Group 0.24% Add +18.3% 7,103 $3.9M
World Investment Advisors 0.10% Reduce -25.1% 7,035 $3.8M
Freestone Capital Holdings, LLC 0.14% Add +27.3% 7,035 $3.8M
CENTRAL TRUST Co 0.09% Reduce -0.5% 6,984 $3.8M
Arkadios Wealth Advisors 0.14% Add +183.3% 6,981 $3.8M
Apexium Financial, LP 0.23% Reduce -0.0% 6,971 $3.8M
Parker Investment Management, LLC 0.67% Reduce -2.7% 6,962 $3.8M
Wedmont Private Capital 0.19% Reduce -19.0% 7,207 $3.7M
BTG Pactual Asset Management US LLC 0.48% Add +16.7% 6,876 $3.7M
Avidian Wealth Enterprises, LLC 0.17% Reduce -1.3% 6,865 $3.7M
DAVENPORT & Co LLC 0.02% Add +0.4% 6,854 $3.7M
Main Street Financial Solutions, LLC 0.32% Add +42.3% 6,845 $3.7M
Atlantic Family Wealth, LLC 3.39% Add +1.1% 6,797 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +149.3% 6,786 $3.7M
Grayhawk Investment Strategies Inc. 8.28% Reduce -20.2% 6,706 $3.6M
Diversify Wealth Management, LLC 0.27% Reduce -52.6% 6,599 $3.6M
Associated Banc-Corp 0.11% Reduce -1.9% 6,662 $3.6M
Keybank National Association 0.01% Reduce -2.6% 6,638 $3.6M
Cathy Pareto & Associates, Inc. 3.16% Reduce -3.1% 6,592 $3.6M
Meitav Investment House Ltd. 0.07% No change 6,562 $3.6M
Richmond Brothers, Inc. 2.25% Reduce -47.6% 6,559 $3.6M
Asset Management Group, Inc. 0.66% Add +0.1% 6,546 $3.6M
Highline Wealth Partners LLC 1.19% Reduce -1.4% 6,530 $3.5M
MontVue Capital Management, Inc. 2.82% No change 6,488 $3.5M
Bellevue Asset Management, LLC 1.91% Add +1.3% 6,467 $3.5M
Sierra Capital LLC 0.42% No change 6,410 $3.5M
Smith Salley Wealth Management 0.23% Reduce -1.3% 6,382 $3.5M
Capital Advisors Inc. 0.07% Add +2.4% 6,374 $3.5M
Transcend Capital Advisors, LLC 0.25% Add +2.3% 6,297 $3.4M
Idaho Trust Co 1.39% Reduce -0.8% 6,286 $3.4M
PFG Advisors 0.19% Add +4.7% 6,284 $3.4M
Old National Bancorp 0.09% Reduce -5.2% 6,278 $3.4M
Caprock Group, LLC 0.10% Reduce -3.5% 6,193 $3.4M
PCG Asset Management, LLC 3.14% Add +2.1% 6,184 $3.4M
Vanguard Group Inc. 0.00% Add +2.1% 6,180 $3.4M
Mission Wealth Management, LP 0.08% Add +12.8% 6,121 $3.3M
Clifford Group, LLC 3.09% Add +2.6% 6,106 $3.3M
Farther Finance Advisors, LLC 0.08% Add +68.8% 6,028 $3.3M
Patriot Investment Management Group, Inc. 0.25% Reduce -5.0% 6,076 $3.3M
Trust Co. of Vermont 0.16% No change 6,061 $3.3M
Dakota Wealth Management 0.08% Reduce -4.2% 6,047 $3.3M
Daymark Wealth Partners, LLC 0.14% Reduce -3.6% 6,027 $3.3M
Sunbelt Securities, Inc. 0.29% Add +11.6% 6,021 $3.3M
Ciovacco Capital Management LLC 2.27% Reduce -1.9% 5,982 $3.2M
Simmons Bank 0.24% Reduce -0.8% 5,958 $3.2M
Realta Investment Advisors 1.46% Add +5.8% 5,921 $3.2M
Advisor Resource Council 0.26% New 6,595 $3.2M
Cardinal Point Capital Management ULC 0.29% Reduce -11.9% 5,831 $3.2M
Stratos Wealth Advisors, LLC 0.17% Reduce -3.8% 5,809 $3.2M
Wolff Financial Management LLC 0.86% Add +0.2% 5,699 $3.1M
Sandy Spring Bank 0.13% Reduce -4.7% 5,666 $3.1M
Tradewinds, LLC. 0.86% Reduce -5.2% 5,636 $3.1M
Zhang Financial LLC 0.16% Add +11.1% 5,580 $3.0M
Insigneo Advisory Services, LLC 0.31% Reduce -0.1% 5,572 $3.0M
HRT Financial LP 0.02% New 5,571 $3.0M
Salomon & Ludwin, LLC 0.32% Reduce -0.8% 5,553 $3.0M
Lam Group, Inc. 2.21% Reduce -7.3% 5,534 $3.0M
Shira Ridge Wealth Management 1.49% Reduce -4.7% 5,505 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +279.5% 5,552 $3.0M
Waldron Private Wealth LLC 0.14% Add +19.9% 5,491 $3.0M
New England Private Wealth Advisors LLC 0.46% Add +1.0% 5,450 $3.0M
Innealta Capital, LLC 1.61% New 5,429 $2.9M
McAdam, LLC 0.18% Reduce -15.2% 5,357 $2.9M
Hilltop Holdings Inc. 0.18% Add +2.7% 5,357 $2.9M
Jacobi Capital Management LLC 0.21% Add +0.4% 5,355 $2.9M
Soltis Investment Advisors LLC 0.26% Add +0.0% 5,349 $2.9M
Magnus Financial Group LLC 0.28% Add +7.4% 5,326 $2.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +18.3% 5,294 $2.9M
Ballast, Inc. 0.81% Reduce -1.2% 5,279 $2.9M
Wealthspire Advisors, LLC 0.02% Reduce -10.9% 5,271 $2.9M
Compound Planning, Inc. 0.13% Reduce -5.1% 5,251 $2.8M
Thomasville National Bank 0.21% No change 5,234 $2.8M
StoneX Group Inc. 0.16% Add +22.5% 5,209 $2.8M
Y-Intercept (Hong Kong) Ltd 0.19% New 5,194 $2.8M
Steel Grove Capital Advisors, LLC 0.43% Reduce -2.4% 5,176 $2.8M
Retirement Planning Group, LLC 0.13% Reduce -2.6% 5,176 $2.8M
Premier Path Wealth Partners, LLC 0.44% Reduce -0.8% 5,160 $2.8M
Global Wealth Management, LLC 1.61% Reduce -9.6% 5,139 $2.8M
RBA Wealth Management, LLC 1.10% Reduce -0.1% 5,129 $2.8M
TD Waterhouse Canada Inc. 0.02% Add +14.3% 5,080 $2.8M
Insight Advisors, LLC/ PA 0.48% Add +1.0% 5,093 $2.8M
Apollon Financial, LLC 0.66% Reduce -1.1% 5,097 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +29.3% 5,089 $2.8M
Cozad Asset Management Inc. 0.28% Reduce -1.9% 5,082 $2.8M
Houlihan Financial Resource Group, Ltd. 1.23% No change 5,068 $2.7M
St. Nicholas Private Asset Management, Inc. 2.60% Reduce -3.4% 5,048 $2.7M
Savant Capital, LLC 0.02% Add +10.2% 5,047 $2.7M
NorthRock Partners, LLC 0.09% Add +21.2% 5,044 $2.7M
Orion Porfolio Solutions, LLC 0.03% Add +22.6% 5,039 $2.7M
Orion Portfolio Solutions, LLC 0.03% Add +22.6% 5,039 $2.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -10.4% 5,023 $2.7M
Rathbones Group PLC 0.01% Reduce -11.8% 5,001 $2.7M
Live Oak Investment Partners 2.14% New 4,990 $2.7M
First Horizon Advisors, Inc. 0.08% Add +1.9% 4,974 $2.7M
Mainsail Asset Management, LLC 1.84% Add +0.1% 4,970 $2.7M
Smith, Moore & Co. 0.25% Add +2.6% 4,922 $2.7M
Stonebridge Financial Planning Group, LLC 1.22% Reduce -1.6% 4,912 $2.7M
Whittier Trust Co. 0.04% Add +17.0% 4,894 $2.7M
Absolute Capital Management, LLC 1.53% Reduce -5.8% 4,891 $2.7M
Cora Capital Advisors LLC 1.27% No change 4,890 $2.7M
Birchcreek Wealth Management, LLC 1.67% Reduce -1.4% 4,867 $2.6M
CWA Asset Management Group, LLC 0.13% Add +5.2% 4,864 $2.6M
Bison Wealth, LLC 0.25% Add +17.2% 4,840 $2.6M
Innovative Wealth Building LLC 2.40% Add +8.4% 4,806 $2.6M
FRG Family Wealth Advisors LLC 0.50% Reduce -6.7% 4,792 $2.6M
Archford Capital Strategies, LLC 0.38% Add +0.1% 4,771 $2.6M
Tandem Wealth Advisors LLC 1.35% Reduce -54.6% 4,747 $2.6M
Tranquilli Financial Advisor LLC 1.62% Reduce -49.7% 4,715 $2.6M
Elevation Capital Advisory, LLC 1.11% New 4,710 $2.6M
Ascent Group, LLC 0.11% Add +13.4% 4,692 $2.5M
Brookwood Investment Group LLC 0.44% — 4,685 $2.5M
Certior Financial Group, LLC 2.09% Add +37.3% 4,654 $2.5M
Quantitative Investment Management, LLC 0.23% New 4,654 $2.5M
JNBA Financial Advisors 0.26% Reduce -0.5% 4,575 $2.5M
NBT Bank, N.A. 0.18% Reduce -4.4% 4,533 $2.5M
High Net Worth Advisory Group LLC 0.69% Reduce -0.9% 4,515 $2.5M
Essex Financial Services, Inc. 0.18% Add +1.7% 4,517 $2.5M
Renaissance Technologies 0.00% Add +400.0% 4,500 $2.4M
Truepoint, Inc. 0.07% New 4,486 $2.4M
Exchange Traded Concepts, LLC 0.04% Reduce -55.5% 4,481 $2.4M
Resolute Advisors LLC 0.70% Add +1.1% 4,477 $2.4M
Concentrum Wealth Management 0.89% Add +30.2% 4,447 $2.4M
Manchester Capital Management LLC 0.29% Reduce -64.5% 4,426 $2.4M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.5% 4,423 $2.4M
Lodestar Private Asset Management LLC 0.30% Reduce -0.1% 4,420 $2.4M
Rwa Wealth Partners, LLC 0.03% Reduce -20.2% 4,413 $2.4M
Certuity, LLC 0.25% Add +1.1% 4,392 $2.4M
One Charles Private Wealth Services, LLC 0.77% Reduce -1.1% 4,375 $2.4M
L. Roy Papp & Associates, LLP 0.29% Add +14.1% 4,374 $2.4M
Hopwood Financial Services, Inc. 1.82% Reduce -1.7% 4,348 $2.4M
Curated Wealth Partners LLC 0.30% Reduce -2.5% 4,316 $2.3M
Guerra Advisors Inc 1.31% Reduce -0.8% 4,307 $2.3M
Goepper Burkhardt LLC 0.93% Add +44.3% 4,279 $2.3M
Lazard Asset Management LLC 0.00% Add +4.4% 4,279 $2.3M
Fifth Third Wealth Advisors LLC 0.12% Add +317.5% 4,271 $2.3M
Checchi Capital Advisers, LLC 0.16% Reduce -13.6% 4,263 $2.3M
Tsfg, LLC 0.47% Reduce -0.1% 4,263 $2.3M
Ayalon Insurance Comp Ltd. 0.74% No change 4,246 $2.3M
Cary Street Partners Financial LLC 0.07% Reduce -4.5% 4,197 $2.3M
Evoke Wealth, LLC 0.06% No change 4,194 $2.3M
Compass Ion Advisors, LLC 0.27% Reduce -2.4% 4,194 $2.3M
Eclectic Associates Inc. 0.61% Reduce -2.7% 4,181 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +9.4% 4,172 $2.3M
AQR Capital Management 0.00% Add +80.8% 4,147 $2.2M
Qube Research & Technologies Ltd 0.00% Add +180.7% 4,143 $2.2M
Symphony Financial Services, Inc. 1.45% Add +2.9% 4,103 $2.2M
Peregrine Asset Advisers, Inc. 0.83% Add +2.6% 4,091 $2.2M
National Wealth Management Group, LLC 1.46% Add +0.4% 4,083 $2.2M
Gryphon Financial Partners LLC 0.33% No change 4,082 $2.2M
Physician Wealth Advisors, Inc. 0.38% Add +4.6% 4,051 $2.2M
GPM Growth Investors, Inc. 0.96% Reduce -0.7% 4,043 $2.2M
Jane Street Group, LLC 0.00% Reduce -62.3% 3,947 $2.1M
Garde Capital, Inc. 0.12% Reduce -0.9% 3,938 $2.1M
BLB&B Advisors, LLC 0.11% Add +2.6% 3,923 $2.1M
Cutter & CO Brokerage, Inc. 0.50% Reduce -1.2% 3,913 $2.1M
Center for Financial Planning, Inc. 0.27% Reduce -1.4% 3,909 $2.1M
Peachtree Investment Partners, LLC 0.83% Reduce -26.8% 3,889 $2.1M
Christensen, King & Associates Investment Services, Inc. 1.00% Reduce -0.6% 3,654 $2.1M
Mitchell Sinkler & Starr 0.59% Add +9.7% 3,888 $2.1M
Axxcess Wealth Management, LLC 0.06% Add +12.6% 3,871 $2.1M
Theory Financial LLC 0.89% Reduce -62.8% 3,869 $2.1M
SouthState Bank Corp 0.10% Add +7.0% 3,853 $2.1M
Waverly Advisors, LLC 0.03% Add +11.4% 3,842 $2.1M
Hazlett, Burt & Watson, Inc. 0.93% Reduce -2.5% 3,831 $2.1M
Lanark Financial, Inc. 0.18% — 3,822 $2.1M
Main Management LLC 0.18% Add +0.1% 3,810 $2.1M
tru Independence LLC 0.64% Add +0.1% 3,808 $2.1M
Citizens Financial Group Inc. 0.04% Reduce -0.2% 3,804 $2.1M
TruWealth Advisors, LLC 0.12% Add +0.1% 3,773 $2.0M
Sharper & Granite LLC 0.84% Reduce -0.7% 3,771 $2.0M
Avantax Planning Partners, Inc. 0.07% Add +19.2% 3,763 $2.0M
Cornerstone Wealth Management, LLC 0.14% Add +0.0% 3,742 $2.0M
Crestwood Advisors Group, LLC 0.04% Reduce -4.9% 3,739 $2.0M
Tower View Wealth Management LLC 1.18% Reduce -0.7% 3,731 $2.0M
Silver Oak Securities, Incorporated 0.19% Add +4.6% 3,687 $2.0M
Stephens Inc. 0.03% Reduce -11.2% 3,673 $2.0M
Centaurus Financial, Inc. 0.12% Reduce -6.0% 3,662 $2.0M
Leelyn Smith, LLC 0.35% No change 3,655 $2.0M
Flagship Harbor Advisors, LLC 0.10% Reduce -0.0% 3,641 $2.0M
Evanson Asset Management, LLC 0.14% Reduce -9.2% 3,626 $2.0M
Geneos Wealth Management Inc. 0.07% Reduce -2.1% 3,608 $2.0M
Clearstead Advisors, LLC 0.03% Reduce -4.8% 3,573 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -2.6% 3,549 $1.9M
W Advisors, LLC 1.20% Add +0.7% 3,546 $1.9M
Bright Financial Advisors, Inc. 1.17% No change 3,525 $1.9M
Good Life Advisors, LLC 0.13% Add +0.2% 3,508 $1.9M
Strategic Family Wealth Counselors, L.L.C. 0.62% Add +1.9% 3,496 $1.9M
FourThought Financial Partners, LLC 0.20% Add +3.9% 3,478 $1.9M
Integrity Alliance, Llc. 0.07% New 3,458 $1.9M
Tradition Wealth Management, LLC 0.17% Add +39.3% 3,457 $1.9M
RFG Advisory, LLC 0.05% Add +3.4% 3,453 $1.9M
Cantor Fitzgerald Investment Advisors L.P. 0.14% No change 3,453 $1.9M
Douglass Winthrop Advisors, LLC 0.04% Reduce -2.9% 3,445 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Add +2.5% 3,441 $1.9M
Blackston Financial Advisory Group, LLC 1.26% Reduce -3.1% 3,423 $1.9M
Financial Counselors Inc. 0.03% Add +0.9% 3,389 $1.8M
WMG Financial Advisors, LLC 0.78% Add +5.4% 3,383 $1.8M
Flow Traders U.S. LLC 0.08% New 3,368 $1.8M
Darrow Company, Inc. 1.02% No change 3,363 $1.8M
Heritage Investment Group, Inc. 0.34% No change 3,360 $1.8M
Kovack Advisors, Inc. 0.19% Add +2.2% 3,358 $1.8M
SOA Wealth Advisors, LLC. 0.37% Reduce -4.0% 3,304 $1.8M
Relyea Zuckerberg Hanson LLC 0.24% Reduce -1.0% 3,284 $1.8M
Deutsche Bank AG 0.00% No change 3,275 $1.8M
Busey Bank 0.06% No change 3,272 $1.8M
MBL Wealth, LLC 0.18% Add +1.3% 3,271 $1.8M
Wealth Management Associates, Inc. 0.75% Reduce -0.1% 3,236 $1.8M
Rolek Wealth Management LLC 1.82% Reduce -0.7% 3,335 $1.8M
Atticus Wealth Management, LLC 0.57% Reduce -3.4% 3,210 $1.7M
Schrum Private Wealth Management LLC 1.51% No change 3,176 $1.7M
Evercore Wealth Management, LLC 0.03% No change 3,175 $1.7M
Bragg Financial Advisors, Inc 0.07% Reduce -15.1% 3,171 $1.7M
LPWM LLC 0.55% Reduce -0.3% 3,162 $1.7M
Synergy Financial Group, LTD 1.54% No change 3,158 $1.7M
Tritonpoint Wealth, LLC 0.16% Add +19.0% 3,132 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -38.7% 3,125 $1.7M
Venture Visionary Partners LLC 0.07% Add +3.6% 3,106 $1.7M
Goldstone Financial Group, LLC 0.25% Add +27.6% 3,102 $1.7M
Round Rock Advisors LLC 0.31% Add +0.2% 3,097 $1.7M
Panoramic Investment Advisors, LLC 1.13% Add +1.7% 3,074 $1.7M
Finward Bancorp 1.44% Add +1.7% 3,059 $1.7M
J. Safra Sarasin Holding AG 0.03% Reduce -27.5% 3,033 $1.6M
KDK Private Wealth Management, LLC 1.87% Reduce -1.1% 3,026 $1.6M
Childress Capital Advisors, LLC 0.47% Add +38.4% 3,014 $1.6M
Obsidian Cio, LLC 0.27% Reduce -11.4% 3,011 $1.6M
One Day In July LLC 0.16% Add +14.0% 3,006 $1.6M
HF Advisory Group, LLC 0.71% Reduce -5.2% 2,982 $1.6M
Moseley Investment Management Inc. 0.63% Reduce -9.4% 2,980 $1.6M
Marex Group Ltd 0.03% Reduce -0.3% 2,963 $1.6M
City State Bank 0.53% Add +7.8% 2,960 $1.6M
Meridian Investment Counsel Inc. 0.47% No change 2,933 $1.6M
Indiana Trust & Investment Management Co 0.57% No change 2,928 $1.6M
Capital Investment Advisors, LLC 0.03% Add +57.9% 2,927 $1.6M
Composition Wealth, LLC 0.03% Reduce -2.6% 2,901 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -55.5% 2,527 $1.6M
Citizens National Bank Trust Department 0.33% Reduce -2.8% 2,883 $1.6M
Hanover Advisors Inc. 0.68% No change 2,870 $1.6M
Redwood Financial Network Corp 1.18% Reduce -3.6% 2,853 $1.5M
Pathway Financial Advisors LLC 0.28% No change 2,852 $1.5M
Nwam LLC 0.13% Reduce -20.0% 2,845 $1.5M
Retirement Guys Formula LLC 0.76% Reduce -29.4% 2,829 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -27.3% 2,827 $1.5M
Park Avenue Securities LLC 0.02% Reduce -12.6% 2,808 $1.5M
PFG Investments, LLC 0.10% Add +4.0% 2,803 $1.5M
Smith Asset Management Co., LLC 1.43% Add +40.5% 2,790 $1.5M
GC Wealth Management RIA, LLC 0.28% Add +2.6% 2,778 $1.5M
AlTi Global, Inc. 0.04% Add +0.1% 2,775 $1.5M
Next Capital Management LLC 0.72% No change 2,755 $1.5M
CRA Financial Services, LLC 0.25% No change 2,738 $1.5M
TTP Investments, Inc. 0.62% No change 2,716 $1.5M
Community Bank, N.A. 0.20% Reduce -4.7% 2,715 $1.5M
Meridian Wealth Management, LLC 0.07% Reduce -0.3% 2,698 $1.5M
Pacific Sun Financial Corp 0.83% Reduce -1.5% 2,695 $1.5M
Entrewealth, LLC 1.11% Add +14.6% 2,674 $1.5M
Austin Wealth Management, LLC 0.29% Add +7.4% 2,674 $1.4M
Avestar Capital, LLC 0.14% Reduce -1.1% 2,645 $1.4M
Safeguard Investment Advisory Group, LLC 0.39% Add +87.4% 2,637 $1.4M
McGuire Investment Group, LLC 0.21% Add +7.2% 2,641 $1.4M
Affiance Financial, LLC 0.33% Reduce -1.1% 2,640 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +4.2% 2,629 $1.4M
First National Trust Co 0.06% Reduce -2.4% 2,597 $1.4M
LM Advisors LLC 0.25% Add +4.2% 2,587 $1.4M
Forefront Wealth Management Inc. 1.30% Reduce -0.7% 2,582 $1.4M
Union Savings Bank 0.68% No change 2,580 $1.4M
North Star Asset Management Inc. 0.06% Add +23.1% 2,575 $1.4M
Franklin Resources Inc. 0.00% Add +0.9% 2,565 $1.4M
Rockwood Wealth Management, LLC 0.14% Add +3.3% 2,561 $1.4M
Baker Avenue Asset Management, LP 0.04% Reduce -3.3% 2,559 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% No change 2,554 $1.4M
Orleans Capital Management Corp. 0.81% Add +0.6% 2,543 $1.4M
National Philanthropic Trust 0.02% Reduce -0.3% 2,530 $1.4M
Autumn Glory Partners, LLC 0.68% No change 2,520 $1.4M
North Star Investment Management Corp. 0.10% Reduce -3.1% 2,511 $1.4M
Latko Wealth Management, Ltd. 0.88% Add +38.8% 2,506 $1.4M
Institute for Wealth Management, LLC. 0.17% Reduce -20.7% 2,504 $1.4M
Bay Harbor Wealth Management, LLC 0.43% No change 2,495 $1.4M
Regent Peak Wealth Advisors LLC 0.32% Reduce -0.6% 2,490 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -2.5% 2,472 $1.3M
Zullo Investment Group, Inc. 0.57% Add +0.0% 2,457 $1.3M
Consolidated Portfolio Review Corp 0.21% Reduce -4.3% 2,448 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +3.6% 2,444 $1.3M
Larson Financial Group LLC 0.06% Add +22.4% 2,410 $1.3M
Moors & Cabot, Inc. 0.07% Add +14.1% 2,403 $1.3M
Appleton Partners Inc. 0.10% Reduce -0.8% 2,395 $1.3M
Arlington Trust Co LLC 0.28% Add +6.1% 2,394 $1.3M
Long Island Wealth Management, Inc. 0.79% Reduce -8.1% 2,387 $1.3M
Berkeley Capital Partners, LLC 0.35% Add +1.1% 2,374 $1.3M
Regions Financial Corp. 0.01% Reduce -5.8% 2,359 $1.3M
Brighton Jones LLC 0.04% Add +1.5% 2,348 $1.3M
Elm Partners Management LLC 0.08% Add +17.7% 2,344 $1.3M
RiverFront Investment Group, LLC 0.03% Add +8.2% 2,336 $1.3M
Money Concepts Capital Corp. 0.09% Add +36.2% 2,335 $1.3M
Embree Financial Group 0.21% Add +1.0% 2,333 $1.3M
Simon Quick Advisors, LLC 0.07% Add +0.7% 2,332 $1.3M
Beacon Financial Advisory LLC 0.38% Add +9.6% 2,331 $1.3M
Rezny Wealth Management, Inc. 0.35% New 2,330 $1.3M
Cookson Peirce & Co. Inc. 0.06% Add +39.9% 2,315 $1.3M
Level Wealth Management LLC 0.82% No change 2,313 $1.3M
Dynamic Advisor Solutions LLC 0.04% New 2,308 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +0.1% 2,306 $1.3M
Elevatus Welath Management 0.71% No change 2,297 $1.2M
Keystone Financial Group 0.13% Reduce -4.3% 2,261 $1.2M
Trust Point Inc. 0.11% No change 2,279 $1.2M
HM Payson & Co. 0.02% No change 2,278 $1.2M
Cahill Financial Advisors Inc. 0.17% Add +15.0% 2,271 $1.2M
Mainstream Capital Management LLC 0.97% Reduce -1.1% 2,252 $1.2M
Ascent Wealth Partners, LLC 0.16% No change 2,240 $1.2M
Bridgewater Advisors Inc. 0.10% New 2,205 $1.2M
Sagespring Wealth Partners, LLC 0.03% Add +1.5% 2,223 $1.2M
Rinkey Investments 0.38% Reduce -0.5% 2,222 $1.2M
Davis R M Inc. 0.02% Add +11.1% 2,218 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -19.1% 2,191 $1.2M
Altus Wealth Management, LLC 0.56% Reduce -1.6% 2,206 $1.2M
Redwood Investment Management, LLC 0.13% Add +0.1% 2,204 $1.2M
American Institute for Advanced Investment Management, LLP 0.91% Reduce -4.3% 2,187 $1.2M
Allied Investment Advisors, LLC 0.22% No change 2,187 $1.2M
Safeguard Financial, LLC 0.26% Add +1.3% 2,186 $1.2M
Gallacher Capital Management LLC 0.57% Add +0.1% 2,166 $1.2M
Pure Financial Advisors, LLC 0.02% Add +3.1% 2,122 $1.2M
Riversedge Advisors, LLC 0.26% Add +0.1% 2,113 $1.1M
Berger Financial Group, Inc 0.08% Reduce -2.4% 2,109 $1.1M
Carnegie Investment Counsel 0.03% Add +3.2% 2,342 $1.1M
Unique Wealth Strategies, LLC 0.52% Reduce -4.3% 2,094 $1.1M
Choate Investment Advisors 0.03% Reduce -18.5% 2,092 $1.1M
McNaughton Wealth Management, LLC 0.55% Reduce -71.9% 2,089 $1.1M
Falcon Wealth Planning 0.13% Reduce -6.6% 2,087 $1.1M
Stock Yards Bank & Trust Co. 0.04% No change 2,072 $1.1M
Csenge Advisory Group 0.06% Add +11.7% 2,204 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,050 $1.1M
Running Point Capital Advisors, LLC 0.35% Reduce -1.7% 2,047 $1.1M
Valley Wealth Managers, Inc. 0.08% Reduce -0.8% 2,043 $1.1M
Retirement Planning Co of New England, Inc. 0.55% No change 2,040 $1.1M
Capital Square, LLC 0.65% Reduce -1.4% 2,038 $1.1M
Castle Wealth Management LLC 0.43% Add +0.9% 2,037 $1.1M
JTC Employer Solutions Trustee Ltd 0.09% Reduce -30.2% 2,028 $1.1M
Arax Advisory Partners 0.07% Reduce -15.8% 2,025 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Reduce -5.4% 2,025 $1.1M
Ritholtz Wealth Management 0.03% Add +62.3% 2,022 $1.1M
Transform Wealth, LLC 0.07% Reduce -4.4% 2,020 $1.1M
Outlook Wealth Advisors, LLC 0.30% Add +0.7% 2,016 $1.1M
Sovereign Financial Group, Inc. 0.25% No change 2,015 $1.1M
Cardiff Park Advisors, LLC 0.10% Reduce -21.1% 1,994 $1.1M
Advisory Alpha, LLC 0.04% Add +17.0% 1,982 $1.1M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -7.6% 1,963 $1.1M
Riverbend Wealth Management, LLC 0.95% Add +8.9% 1,952 $1.1M
SYM FINANCIAL Corp 0.13% No change 1,951 $1.1M
WealthCare Investment Partners, LLC 0.45% Add +2.2% 2,150 $1.1M
Guardian Wealth Advisors, LLC / NC 0.08% Add +90.9% 1,943 $1.1M
Private Wealth Advisors, LLC 0.44% Reduce -5.0% 1,942 $1.1M
Signal Advisors Wealth, LLC 0.10% Add +8.8% 1,936 $1.0M
Inspire Advisors, LLC 0.12% Add +75.8% 1,935 $1.0M
Venturi Wealth Management, LLC 0.05% Add +108.2% 1,934 $1.0M
Riverpoint Wealth Management Holdings, LLC 0.27% Add +0.2% 1,930 $1.0M
JB Capital LLC 0.06% Add +2.2% 1,924 $1.0M
Becker Capital Management Inc. 0.03% Add +55.5% 1,908 $1.0M
Fischer Investment Strategies, LLC 0.76% Reduce -17.6% 1,903 $1.0M
Pines Wealth Management, LLC 0.48% Add +25.6% 2,190 $1.0M
Strategic Financial Concepts, LLC 0.19% Reduce -9.3% 1,893 $1.0M
Towerpoint Wealth, LLC 0.51% Reduce -1.1% 1,893 $1.0M
Madison Wealth Partners, Inc 0.25% Reduce -5.6% 1,885 $1.0M
Affinity Capital Advisors, LLC 0.20% Add +50.7% 1,965 $1.0M
QRG Capital Management, Inc. 0.01% Reduce -9.7% 1,873 $1.0M
Plancorp, LLC 0.04% Add +27.7% 1,868 $1.0M
Charter Oak Capital Management, LLC 0.09% Reduce -20.7% 1,863 $1.0M
Black Diamond Financial, LLC 0.15% Add +7.0% 1,849 $1.0M
Warwick Investment Management, Inc. 0.21% No change 1,837 $996K
Kellett Wealth Advisors, LLC 0.69% Add +6.1% 1,833 $994K
Rockland Trust Co. 0.05% No change 1,833 $994K
Ingalls & Snyder LLC 0.03% No change 1,825 $990K
Highland Financial Advisors, LLC 0.35% Add +365.6% 1,825 $990K
BOS Asset Management, LLC 0.34% Reduce -3.4% 1,819 $987K
HCR Wealth Advisors 0.13% No change 1,818 $986K
Gill Capital Partners, LLC 0.34% Reduce -3.5% 1,817 $986K
Visionary Wealth Advisors 0.06% Reduce -9.6% 1,816 $985K
ORBA Wealth Advisors, L.L.C. 0.50% No change 1,815 $984K
Key Financial Inc 0.21% Reduce -0.2% 1,814 $984K
Nova Wealth Management, Inc. 0.85% Reduce -9.1% 1,813 $983K
Strive Asset Management, LLC 0.68% New 1,811 $982K
Hoxton Planning & Management, LLC 0.37% Reduce -30.4% 1,805 $979K
Nautilus Advisors LLC 0.81% No change 1,800 $976K
Legacy Wealth Management, LLC / MS 0.32% Add +100.2% 1,790 $971K
Greenleaf Trust 0.01% Reduce -7.5% 1,775 $963K
Aviso Wealth Management 0.51% Reduce -7.2% 1,770 $960K
Private Wealth Partners, LLC 0.08% No change 1,751 $950K
Cadent Capital Advisors, LLC 0.36% Reduce -53.3% 1,751 $950K
Selway Asset Management 0.39% Add +2.9% 1,750 $949K
Blue Trust, Inc. 0.01% Add +237.2% 1,740 $944K
VestGen Advisors, LLC 0.04% — 1,738 $943K
Confluence Wealth Services, Inc. 0.06% Add +31.0% 1,811 $939K
Market Street Wealth Management Advisors LLC 0.16% No change 1,727 $937K
FineMark National Bank & Trust 0.03% Reduce -10.6% 1,718 $932K
Moloney Securities Asset Management, LLC 0.13% Add +75.3% 1,707 $926K
Capstone Wealth Management Group, LLC 0.53% No change 1,706 $925K
Moment Partners, LLC 0.18% Reduce -0.2% 1,704 $924K
Fortis Capital Advisors, LLC 0.19% Add +115.3% 1,699 $922K
Altiora Financial Group, LLC 0.20% Add +7.9% 1,697 $921K
Diversify Advisory Services, LLC 0.06% Add +19.9% 1,672 $917K
Main Street Group, LTD 0.40% Add +45.1% 1,685 $913K
DT Investment Partners, LLC 0.09% Reduce -17.6% 1,676 $909K
Index Fund Advisors, Inc. 0.06% Reduce -10.7% 1,675 $909K
Journey Advisory Group, LLC 0.07% Reduce -20.4% 1,673 $907K
Strategies Wealth Advisors, LLC 0.11% Reduce -7.3% 1,670 $906K
Goelzer Investment Management, Inc. 0.05% Add +0.2% 1,662 $901K
Birch Hill Investment Advisors LLC 0.04% Add +9.8% 1,649 $894K
Plante Moran Financial Advisors, LLC 0.08% Add +0.6% 1,646 $893K
Arkos Global Advisors 0.13% No change 1,640 $890K
SVB Wealth LLC 0.04% Add +3.3% 1,636 $887K
Parsons Capital Management Inc. 0.05% Reduce -0.9% 1,635 $887K
Ledyard National Bank 0.09% Reduce -4.5% 1,632 $885K
Unique Wealth, LLC 0.17% New 1,626 $882K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +55.2% 1,625 $882K
Oxford Financial Group, LTD. LLC 0.06% No change 1,619 $878K
Mfa Wealth Advisors, LLC 0.22% Reduce -10.0% 1,617 $877K
PBMares Wealth Management LLC 0.17% Reduce -9.3% 1,609 $872K
Fonville Wealth Management LLC 0.26% Reduce -21.4% 1,604 $870K
Traynor Capital Management, Inc. 0.07% Add +14.1% 1,601 $869K
Secure Asset Management, LLC 0.17% No change 1,593 $864K
North Forty Two & Co. 0.96% Reduce -1.2% 1,591 $863K
Northeast Financial Consultants Inc 0.04% Reduce -9.4% 1,591 $863K
Bensler, LLC 0.11% Reduce -6.3% 1,584 $859K
Cutler Investment Counsel LLC 0.10% Reduce -4.7% 1,584 $859K
Kropog Financial Group, LLC 0.81% Add +0.1% 1,579 $856K
Redhawk Wealth Advisors, Inc. 0.12% Add +0.1% 1,578 $856K
Hillcrest Wealth Advisors - NY, LLC 0.42% Add +28.6% 1,575 $854K
Beacon Investment Advisory Services, Inc. 0.04% No change 1,572 $853K
Bogart Wealth, LLC 0.04% Reduce -0.4% 1,571 $852K
Flagship Wealth Advisors, LLC 0.36% Add +176.1% 1,568 $850K
Cannell & Spears LLC 0.02% No change 1,558 $845K
PDS Planning, Inc 0.07% Reduce -31.0% 1,558 $845K
BIP Wealth, LLC 0.06% Add +0.6% 1,556 $844K
Wealthstar Advisors, LLC 0.39% No change 1,555 $843K
Latitude Advisors, LLC 0.49% Reduce -1.6% 1,554 $843K
McKinley Carter Wealth Services, Inc. 0.05% Add +0.2% 1,552 $842K
Debussy Capital Management LP 0.13% Reduce -21.6% 1,542 $836K
Legacy Advisors, LLC 0.09% No change 1,530 $830K
Ballentine Partners, LLC 0.01% No change 1,528 $829K
Avior Wealth Management, LLC 0.03% Add +3.8% 1,523 $826K
Chesapeake Wealth Management 0.29% Add +3.8% 1,522 $826K
Virtue Capital Management, LLC 0.10% New 1,522 $824K
Wellspring Financial Advisors, LLC 0.09% Reduce -0.1% 1,518 $823K
GenTrust, LLC 0.04% Add +26.0% 1,507 $817K
Sequent Planning LLC 0.29% Add +2.0% 1,506 $817K
Regal Investment Advisors LLC 0.07% Add +15.1% 1,506 $817K
Betterment LLC 0.00% Add +204.3% 1,503 $815K
Red Lighthouse Investment Management, LLC 0.33% No change 1,553 $814K
Benjamin Edwards Inc. 0.01% No change 1,487 $807K
McClarren Financial Advisors, Inc. 0.53% Add +118.2% 3,218 $805K
Fairview Capital Investment Management, LLC 0.04% Add +1.4% 1,483 $804K
Americana Partners, LLC 0.03% Reduce -9.9% 1,482 $804K
Sowell Financial Services LLC 0.04% New 1,482 $804K
Optima Capital LLC 0.51% Reduce -6.6% 1,477 $801K
Alpha Financial Partners LLC 0.64% Reduce -24.5% 1,468 $796K
WNY Asset Management, LLC 0.09% No change 1,461 $792K
Arete Wealth Advisors, LLC 0.06% Reduce -17.6% 1,458 $791K
Signaturefd, LLC 0.01% Reduce -2.8% 1,449 $786K
D. E. Shaw & Co. 0.00% New 1,447 $785K
Centricity Wealth Management, LLC 0.71% Add +13.6% 1,441 $782K
Journey Strategic Wealth LLC 0.03% Add +92.5% 1,436 $779K
State Street Corp. 0.00% New 1,430 $776K
Grove Street Fiduciary, LLC 0.39% No change 1,428 $775K
Comprehensive Financial Planning, Inc. 0.74% Reduce -21.3% 1,410 $765K
Legacy Edge Advisors, LLC 0.12% Add +0.1% 1,405 $762K
Schnieders Capital Management LLC 0.16% No change 1,404 $762K
Tidemark, LLC 0.28% Reduce -3.5% 1,400 $759K
GTS Securities LLC 0.03% New 1,399 $759K
Convergence Financial, LLC 0.15% Reduce -1.3% 1,397 $758K
NorthLanding Financial Partners, LLC 0.74% No change 1,393 $755K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $755K
Blue Fin Capital, Inc. 0.15% Add +2.5% 1,390 $754K
M.E. Allison & Co., Inc. 0.74% No change 1,388 $753K
Financial Advocates Investment Management 0.05% Reduce -57.1% 1,385 $751K
2UniFi Bank 0.48% Reduce -9.1% 1,253 $750K
Garrison Point Advisors, LLC 0.36% Add +3.0% 1,381 $749K
FSM Wealth Advisors, LLC 0.17% No change 1,380 $748K
Wilson & Boucher Capital Management, LLC 0.56% No change 1,375 $746K
AlphaStar Capital Management, LLC 0.07% Add +5.7% 1,373 $745K
Shepherd Financial Partners LLC 0.09% No change 1,370 $743K
Mill Creek Capital Advisors, LLC 0.02% No change 1,367 $742K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +13.2% 1,366 $741K
Waters Parkerson & Co., LLC 0.04% No change 1,366 $741K
Conservest Capital Advisors, Inc. 0.08% Reduce -0.7% 1,362 $738K
LBMC Investment Advisors, LLC 0.06% Add +145.6% 1,358 $737K
CenterStar Asset Management, LLC 1.06% New 1,354 $735K
HBW Advisory Services LLC 0.10% Reduce -1.8% 1,351 $733K
LFA - Lugano Financial Advisors SA 0.50% No change 1,350 $732K
VSM Wealth Advisory, LLC 0.26% Add +5.6% 1,330 $721K
Alteri Wealth LLC 0.32% Reduce -25.6% 1,329 $721K
Maripau Wealth Management LLC 0.41% Add +10.2% 1,327 $720K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.1% 1,325 $718K
Capital Investment Advisory Services, LLC 0.06% Add +14.0% 1,324 $718K
Selective Wealth Management, Inc. 0.31% Add +0.7% 1,378 $717K
Zacks Investment Management 0.01% Add +1.1% 1,320 $716K
RAM Investment Partners, LLC 0.18% Reduce -1.1% 1,317 $714K
Southern Capital Advisors, LLC 0.39% Reduce -19.2% 1,312 $712K
Noesis Capital Mangement Corp. 0.14% Add +7.0% 1,307 $709K
17 Capital Partners, LLC 0.45% Add +18.2% 1,304 $707K
Chokshi & Queen Wealth Advisors, Inc 0.47% No change 1,303 $707K
Vestmark Advisory Solutions, Inc. 0.02% New 1,293 $701K
Greenhouse Wealth Management, LLC 0.52% Add +0.1% 1,287 $698K
Bell Bank 0.04% No change 1,281 $695K
Private Trust Co. NA 0.07% Reduce -11.1% 1,279 $694K
Modern Wealth Management, LLC 0.02% Add +21.7% 1,274 $691K
Capstone Investment Advisors, LLC 0.01% New 1,272 $690K
Chapin Davis, Inc. 0.23% Reduce -21.2% 1,268 $688K
Holderness Investments Co. 0.16% Add +0.7% 1,268 $688K
Badgley Phelps Wealth Managers, LLC 0.02% Add +52.5% 1,267 $687K
Maia Wealth LLC 0.16% Add +6.7% 1,312 $687K
Mattern Wealth Management LLC 0.15% Add +0.2% 1,259 $683K
Narus Financial Partners, LLC 0.23% Add +40.9% 1,253 $680K
KMG Fiduciary Partners, LLC 0.06% Add +11.4% 1,252 $679K
Accretive Wealth Partners, LLC 0.24% Add +1.6% 1,211 $677K
Financial Guidance Group, Inc. 0.36% No change 1,241 $673K
Cascades Capital Asset Management, LLC 0.37% Add +0.9% 1,240 $672K
Albion Financial Group 0.05% No change 1,239 $672K
Southland Equity Partners LLC 0.16% Reduce -2.4% 1,231 $668K
Advyzon Investment Management, LLC 0.24% Add +2.0% 1,228 $666K
HRC Wealth Management, LLC 0.41% Add +0.1% 1,225 $665K
Alpha Cubed Investments, LLC 0.03% Reduce -5.7% 1,222 $663K
Lake Street Private Wealth, LLC 0.11% Reduce -5.2% 1,218 $661K
HUB Investment Partners, LLC 0.03% Add +12.7% 1,217 $660K
Westwood Holdings Group Inc. 0.01% No change 1,213 $658K
Astoria Portfolio Advisors LLC. 0.22% Add +173.6% 1,264 $656K
AmeriServ Wealth Advisors 0.38% Reduce -47.2% 1,209 $656K
Clark Capital Management Group, Inc. 0.00% Reduce -4.0% 1,204 $653K
Passive Capital Management, LLC. 0.21% New 1,201 $651K
Performance Wealth Partners, LLC 0.02% Add +11.9% 1,197 $649K
Lesa Sroufe & Co 0.65% — 1,114 $648K
Griffin Asset Management, Inc. 0.08% No change 1,189 $645K
Mission Creek Capital Partners, Inc. 0.16% Reduce -5.1% 1,183 $642K
Grant/GrossMendelsohn, LLC 0.36% Add +0.1% 1,172 $640K
Diversified Portfolios, Inc. 0.07% Add +1.2% 1,176 $638K
Eagle Strategies LLC 0.11% Reduce -3.6% 1,175 $637K
Nilsine Partners, LLC 0.07% Reduce -8.0% 1,170 $635K
Carolinas Wealth Consulting LLC 0.14% No change 1,166 $632K
Kane Investment Management, Inc. 0.31% Reduce -16.5% 1,165 $632K
Empirical Asset Management, LLC 0.22% Reduce -93.5% 1,164 $631K
Stegent Equity Advisors, Inc. 0.64% Add +85.5% 1,163 $631K
Jackson, Grant Investment Advisers, Inc. 0.24% Add +0.1% 1,161 $630K
American Capital Advisory, LLC 0.34% Reduce -29.7% 1,154 $626K
Proffitt & Goodson Inc. 0.10% Reduce -56.5% 1,153 $625K
Silverlake Wealth Management LLC 0.24% Add +31.5% 1,152 $625K
Koss-Olinger Consulting, LLC 0.05% New 1,148 $623K
Ancora Advisors LLC 0.01% Add +2.7% 1,146 $621K
Level Four Advisory Services, LLC 0.03% Add +22.3% 1,145 $621K
McCollum Christoferson Group LLC 0.19% No change 1,142 $619K
Stonegate Investment Group, LLC 0.02% New 1,140 $618K
Scissortail Wealth Management, LLC 0.16% Reduce -0.2% 1,140 $618K
Atlas Private Wealth Advisors 0.09% No change 1,138 $617K
Diversified Trust Co. 0.02% Add +96.0% 1,137 $617K
Physicians Financial Services, Inc. 0.20% Add +0.1% 1,135 $615K
Councilor Wealth, LLC 0.31% No change 1,132 $614K
Clear Creek Financial Management, LLC 0.06% Add +98.9% 1,124 $610K
Montis Financial, LLC 0.18% Add +24.4% 1,122 $609K
Moser Wealth Advisors, LLC 0.32% Add +4.2% 1,121 $608K
Financial Insights, Inc. 0.24% No change 1,121 $608K
Charter Research & Investment Group, Inc. 0.46% No change 1,120 $607K
Marcum Wealth, LLC 0.05% Reduce -6.2% 1,120 $607K
Werba Rubin Papier Wealth Management 0.13% Reduce -10.8% 1,117 $606K
Union Bancaire Privee, UBP SA 0.01% New 1,114 $605K
Luts & Greenleigh Group, Inc. 0.60% No change 1,114 $604K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +21.9% 1,114 $604K
Concord Wealth Partners 0.10% Add +7.8% 1,108 $601K
Parkside Advisors LLC 0.14% No change 1,108 $601K
Strait & Sound Wealth Management LLC 0.28% Reduce -3.7% 1,107 $600K
Apella Capital, LLC 0.02% Add +40.1% 1,124 $600K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -3.7% 1,104 $599K
MPS Loria Financial Planners, LLC 0.18% Add +0.2% 1,103 $598K
Gallagher Capital Advisors, LLC 0.46% Add +0.2% 1,101 $597K
Lauterbach Financial Advisors, LLC 0.37% No change 1,098 $596K
Advisory Resource Group 0.12% Add +4.1% 1,097 $595K
Gries Financial LLC 0.12% Add +21.6% 1,097 $595K
Clare Market Investments LLC 0.16% Add +0.1% 1,097 $595K
Silvercrest Asset Management Group LLC 0.00% Reduce -6.0% 1,095 $594K
Howard Wealth Management, LLC 0.33% Add +2.5% 1,089 $591K
Claret Asset Management Corp 0.12% No change 1,088 $590K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -4.4% 1,087 $589K
Elevation Point Wealth Partners, LLC 0.05% Reduce -0.3% 1,084 $588K
Fairvoy Private Wealth, LLC 0.16% Reduce -30.3% 1,083 $587K
Patrick M Sweeney & Associates, Inc. 0.44% Add +3.3% 1,082 $587K
Belmont Capital, LLC 0.11% New 1,080 $586K
Telos Capital Management, Inc. 0.06% No change 1,075 $583K
PKS Advisory Services, LLC 0.16% Add +21.2% 1,080 $581K
United Advisor Group, LLC 0.12% Add +28.3% 1,066 $578K
EverSource Wealth Advisors, LLC 0.03% Reduce -10.2% 1,061 $576K
Wealth Effects LLC 0.24% Add +2.8% 1,056 $573K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -21.9% 1,054 $572K
Family Office Research LLC 0.28% Add +96.6% 1,048 $568K
BOK Financial Private Wealth, Inc. 0.04% No change 1,047 $568K
Everhart Financial Group, Inc. 0.08% Reduce -37.6% 1,041 $565K
High Note Wealth, LLC 0.14% No change 1,039 $564K
Argent Trust Co 0.02% Add +1.5% 1,036 $562K
Paragon Private Wealth Management, LLC 0.26% Reduce -4.2% 1,034 $561K
IPG Investment Advisors LLC 0.13% Add +6.2% 1,034 $561K
Hudock, Inc. 0.10% Reduce -1.4% 1,030 $559K
Quantum Private Wealth, LLC 0.21% No change 1,030 $559K
Cable Hill Partners, LLC 0.05% Add +69.5% 1,017 $559K
Mascagni Wealth Management, Inc. 0.55% No change 1,028 $558K
Peoples Bank 0.37% Reduce -14.8% 1,027 $557K
Whittier Trust Co. of Nevada Inc. 0.01% Add +105.2% 1,026 $556K
J. L. Bainbridge & Co., Inc. 0.06% Add +0.1% 1,024 $556K
Financial Council, LLC 0.30% No change 1,024 $555K
Stevens Capital Partners 0.26% Add +1.4% 1,023 $555K
RB Capital Management, LLC 0.14% No change 1,019 $553K
Quadrature Capital Ltd 0.01% New 1,020 $552K
Ascentis Independent Advisors 0.11% Reduce -19.9% 1,017 $551K
Heritage Financial Services, LLC 0.05% Add +37.1% 1,013 $549K
Bonfire Financial 0.50% Add +24.4% 1,010 $548K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 1,005 $545K
Bawa N Mallick Trust 0.26% No change 1,000 $542K
Alpine Woods Capital Investors, LLC 0.14% No change 1,000 $542K
Marshall Financial Group Inc. 0.17% Add +0.2% 998 $541K
Thoroughbred Financial Services, LLC 0.03% Add +19.7% 996 $540K
Wingate Wealth Advisors, Inc. 0.62% Reduce -23.1% 995 $540K
Chris Bulman Inc 0.34% No change 994 $539K
Axos Invest Inc. 0.42% Reduce -7.8% 987 $536K
Twin Peaks Wealth Advisors, LLC 0.24% Add +102.6% 1,017 $535K
Verdence Capital Advisors LLC 0.04% No change 983 $533K
Patten & Patten Inc. 0.04% Reduce -13.3% 980 $532K
Red Mountain Financial, LLC 0.64% Add +13.8% 973 $528K
Accurate Wealth Management, LLC 0.10% Add +0.6% 1,011 $526K
Verus Capital Partners, LLC 0.05% Add +15.4% 968 $525K
Headinvest, LLC 0.10% Reduce -1.0% 966 $524K
Squire Investment Management Company, LLC 0.22% No change 966 $524K
Integral Investment Advisors, Inc. 0.17% No change 958 $520K
D'Orazio & Associates, Inc. 0.08% Reduce -9.5% 957 $519K
Sepio Capital, LP 0.04% Add +24.8% 956 $519K
Lynx Investment Advisory 0.35% Add +0.1% 955 $518K
Chemung Canal Trust Co. 0.11% No change 954 $517K
GSG Advisors LLC 0.17% Add +40.4% 966 $515K
GFG Capital, LLC 0.16% Add +13.9% 950 $515K
Bare Financial Services, Inc 0.20% Add +2.4% 950 $515K
Sonata Capital Group Inc. 0.22% No change 949 $515K
Farmers & Merchants Investments Inc. 0.02% No change 949 $515K
St Germain D J Co. Inc. 0.02% Reduce -1.7% 946 $513K
Burney Co./ 0.02% Reduce -9.1% 944 $512K
TFB Advisors LLC 0.15% Add +11.0% 941 $510K
Heritage Wealth Advisors 0.03% No change 938 $509K
SG Americas Securities, LLC 0.00% New 935 $507K
Glass Jacobson Investment Advisors llc 0.17% No change 814 $506K
Independent Advisor Alliance 0.02% Reduce -94.9% 932 $505K
Strategy Asset Managers LLC 0.10% Reduce -2.6% 932 $505K
High Falls Advisors, Inc 0.12% Add +35.4% 930 $504K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +5.3% 928 $503K
Heritage Trust Co 0.06% New 927 $503K
Bedel Financial Consulting, Inc. 0.07% Add +8.1% 895 $501K
Timonier Family Office, LTD. 0.22% No change 920 $499K
Mengis Capital Management, Inc. 0.10% Reduce -7.5% 918 $498K
Rakuten Securities, Inc. 0.25% Add +28.3% 916 $497K
Terra Nova Asset Management LLC 0.39% No change 915 $496K
Lunt Capital Management, Inc. 0.18% No change 915 $496K
Harbor Investment Advisory, LLC 0.05% No change 914 $496K
Gateway Wealth Partners, LLC 0.11% Reduce -44.1% 910 $494K
Colonial Trust Co / SC 0.08% Add +15.1% 909 $493K
Simplicity Wealth,LLC 0.04% No change 909 $493K
Aspen Investment Management Inc 0.23% New 908 $492K
Foresight Capital Management Advisors, Inc. 0.30% Reduce -24.6% 901 $489K
Marble Harbor Investment Counsel, LLC 0.06% No change 900 $488K
Shelton Capital Management 0.01% Reduce -18.2% 900 $488K
Financial Life Advisors 0.18% Add +28.4% 892 $484K
Clearwater Capital Advisors, LLC 0.05% No change 891 $483K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -5.3% 890 $483K
Rothschild Wealth LLC 0.14% Reduce -3.5% 889 $482K
Collaborative Wealth Managment Inc. 0.22% Reduce -6.8% 885 $480K
Riverview Capital Advisers, LLC 0.15% Add +103.5% 885 $480K
Kathmere Capital Management, LLC 0.04% Add +12.8% 883 $479K
One Capital Management, LLC 0.02% Reduce -5.9% 882 $478K
FAS Wealth Partners, Inc. 0.04% Reduce -10.6% 880 $478K
Ellevest, Inc. 0.03% No change 878 $476K
Skyline Advisors, Inc. 0.19% Reduce -7.1% 873 $474K
Soundwatch Capital LLC 0.22% Reduce -6.1% 873 $473K
Scientech Research LLC 0.13% New 872 $473K
Keel Point, LLC 0.04% Reduce -7.1% 862 $468K
IVC Wealth Advisors LLC 0.25% No change 862 $468K
Welch Group, LLC 0.02% No change 852 $463K
Evelyn Partners Investment Management LLP 0.02% Reduce -0.7% 853 $463K
JFS Wealth Advisors, LLC 0.03% No change 853 $463K
LexAurum Advisors, LLC 0.09% Reduce -8.1% 850 $461K
Interchange Capital Partners, LLC 0.13% Add +3.5% 851 $461K
First Manhattan Co. Llc. 0.00% Reduce -12.1% 848 $460K
Payne Capital Management, LLC 0.20% New 847 $459K
Integris Wealth Management, LLC 0.13% Add +64.2% 844 $458K
Woodward Diversified Capital, LLC 0.32% Reduce -41.1% 841 $456K
Peak Retirement Planning, Inc. 0.25% Add +7.6% 838 $455K
Penobscot Investment Management Company, Inc. 0.04% No change 838 $455K
Brown Brothers Harriman & Co. 0.00% Add +2.7% 838 $455K
Circle Wealth Management, LLC 0.01% No change 837 $454K
Kickstand Ventures, Llc. 0.12% No change 836 $453K
First Trust Advisors LP 0.00% Add +15.3% 831 $451K
Aveo Capital Partners, LLC 0.07% Add +0.5% 798 $450K
Mayfair Advisory Group, LLC 0.26% Add +17.3% 827 $449K
Cerro Pacific Wealth Advisors LLC 0.15% No change 721 $448K
Westside Investment Management, Inc. 0.10% Add +0.1% 824 $448K
Moneco Advisors, LLC 0.05% Add +11.4% 822 $446K
PUREfi Wealth, LLC 0.45% Add +1.4% 821 $446K
Earned Wealth Advisors, LLC 0.10% Add +123.7% 821 $445K
Liberty Square Wealth Partners LLC 0.17% No change 820 $445K
Onyx Bridge Wealth Group LLC 0.06% Reduce -9.1% 816 $442K
Sterling Investment Counsel, LLC 0.15% New 814 $441K
Holistic Financial Partners 0.21% New 810 $439K
Westmount Partners, LLC 0.13% No change 805 $437K
Wealth Advisors Northwest LLC 0.28% Reduce -5.6% 804 $436K
Continuum Advisory, LLC 0.06% Add +14.6% 802 $435K
Gilman Hill Asset Management, LLC 0.08% No change 800 $434K
Biltmore Family Office, LLC 0.07% Reduce -17.1% 800 $434K
CFS Investment Advisory Services, LLC 0.04% No change 799 $433K
American Investment Services, Inc. 0.08% Add +42.0% 795 $431K
Galvin, Gaustad & Stein, LLC 0.04% No change 795 $431K
Private Client Services, LLC 0.21% Reduce -0.1% 792 $430K
VERITY Wealth Advisors 0.32% No change 790 $428K
Keystone Wealth Services, LLC 0.12% Add +49.7% 789 $428K
Fermata Advisors, LLC 0.08% Reduce -1.1% 789 $428K
Fjell Capital, LLC 0.43% Add +5.3% 789 $428K
Beckerman Institutional, LLC 0.31% Add +9.9% 787 $427K
Caitlin John, LLC 0.42% Reduce -3.3% 787 $427K
Howe & Rusling Inc. 0.04% Reduce -8.4% 786 $426K
Grey Fox Wealth Advisors, LLC 0.11% Add +0.1% 784 $425K
Topsail Wealth Management, LLC 0.09% Add +50.1% 782 $424K
Founders Financial Alliance, LLC 0.10% Reduce -24.4% 781 $423K
Merkkuri Wealth Advisors LLC 0.36% Add +0.3% 778 $422K
Coppell Advisory Solutions LLC 0.06% Reduce -0.7% 769 $421K
Monograph Wealth Advisors, LLC 0.06% No change 776 $421K
Matrix Private Capital Group LLC 0.25% Add +15.7% 772 $419K
1834 Investment Advisors Co. 0.05% No change 768 $417K
Hamilton Point Investment Advisors, LLC 0.07% Reduce -2.5% 768 $417K
Koshinski Asset Management, Inc. 0.04% No change 767 $416K
WealthBridge Capital Management, LLC 0.12% Add +2.0% 767 $416K
Crews Bank & Trust 0.07% Add +41.5% 767 $416K
Ipsen Advisor Group LLC 0.36% Reduce -0.9% 765 $415K
Johnson Financial Group, Inc. 0.02% No change 765 $415K
Principal Securities, Inc. 0.01% No change 667 $415K
Trexquant Investment LP 0.00% Reduce -11.9% 764 $414K
Rothschild Investment LLC 0.03% No change 763 $414K
Founders Financial Securities LLC 0.04% Add +36.0% 756 $412K
My Personal CFO, LLC 0.21% Reduce -2.1% 760 $412K
Aaron Wealth Advisors LLC 0.05% Reduce -39.7% 760 $412K
TCI Wealth Advisors, Inc. 0.03% Add +43.4% 757 $410K
Caliber Wealth Management, LLC / KS 0.06% — 757 $410K
Millennium Capital Advisors, LLC 0.30% Add +0.1% 756 $410K
Rossby Financial, LCC 0.18% New 748 $409K
Procyon Advisors, LLC 0.02% Add +2.7% 753 $409K
Correct Capital Wealth Management 0.08% No change 751 $407K
Accel Wealth Management 0.15% Reduce -8.9% 746 $405K
Spirepoint Private Client, LLC 0.05% Add +5.5% 746 $405K
Prosperity Consulting Group, LLC 0.03% No change 744 $404K
Garrett Wealth Advisory Group, LLC 0.09% No change 742 $402K
Destination Wealth Management 0.01% Reduce -3.9% 741 $402K
Fourth Dimension Wealth, LLC 0.19% No change 740 $401K
SeaBridge Investment Advisors LLC 0.09% Add +0.1% 740 $401K
Brass Tax Wealth Management, Inc. 0.08% Add +1.4% 739 $401K
Coldstream Capital Management Inc. 0.01% Add +17.2% 736 $399K
Chemistry Wealth Management LLC 0.09% Add +0.6% 735 $399K
Sims Investment Management, LLC 0.18% Add +4.4% 735 $399K
RFG Holdings, Inc. 0.13% Add +87.0% 731 $398K
Sigma Investment Counselors Inc. 0.02% New 729 $395K
Sapient Capital LLC 0.01% Reduce -4.2% 729 $395K
CCG Wealth Management, LLC 0.24% No change 725 $393K
Bay Capital Advisors, LLC 0.33% Reduce -1.4% 724 $393K
Lindbrook Capital, LLC 0.04% No change 723 $392K
Eastern Bank 0.01% Add +37.3% 722 $392K
Clarkston Capital Partners, LLC 0.01% Add +11.4% 722 $392K
Northstar Group, Inc. 0.07% Add +7.6% 721 $391K
Ameriflex Group, Inc. 0.16% Add +10.8% 718 $390K
Lion Street Advisors, LLC 0.12% Reduce -56.3% 717 $388K
FSA Advisors, Inc. 0.31% New 716 $388K
Bigelow Investment Advisors, LLC 0.18% No change 715 $388K
InTrack Investment Management Inc 0.35% No change 714 $387K
Fortitude Advisory Group L.L.C. 0.28% No change 762 $387K
Quadrant Capital Group LLC 0.01% Reduce -1.7% 712 $386K
Sfmg, LLC 0.03% Add +0.3% 712 $386K
PICTET BANK & TRUST Ltd 0.47% No change 710 $385K
Corbyn Investment Management Inc. 0.18% Reduce -37.7% 710 $385K
Sweeney & Michel, LLC 0.17% — 818 $385K
Laurel Wealth Advisors LLC 0.06% Reduce -2.8% 707 $383K
Nvest Financial, LLC 0.20% Reduce -64.6% 703 $381K
UNIVEST FINANCIAL Corp 0.02% Reduce -1.8% 701 $380K
apricus wealth, LLC 0.23% Reduce -30.4% 700 $380K
Progressive Investment Management Corp 0.11% No change 700 $380K
Ashton Thomas Securities, LLC 0.11% No change 700 $380K
Van Cleef Asset Management,Inc 0.04% No change 700 $380K
Ironwood Investment Counsel, LLC 0.07% Add +11.7% 699 $379K
Solutions 4 Wealth, Ltd 0.67% No change 697 $378K
FWL Investment Management, LLC 0.14% No change 697 $378K
Calton & Associates, Inc. 0.09% Add +5.8% 696 $378K
Graypoint LLC 0.02% Reduce -1.1% 696 $377K
Paragon Financial Partners, Inc. 0.30% Add +0.1% 696 $377K
Lee Financial Co 0.06% No change 695 $377K
Ferguson Wellman Capital Management, Inc. 0.01% No change 694 $376K
Archer Investment Corp 0.10% Add +8.3% 690 $374K
Orcam Financial Group 0.35% Add +0.1% 687 $373K
Welch & Forbes LLC 0.00% No change 686 $372K
Wealth Alliance, LLC 0.04% No change 683 $371K
Fiduciary Alliance LLC 0.04% Add +9.2% 680 $369K
OneAscent Financial Services LLC 0.02% Add +56.4% 677 $368K
Talisman Wealth Advisors LLC 0.38% Add +1.4% 678 $368K
Stonebridge Financial Group, LLC 0.04% Add +4.2% 677 $367K
Missouri Trust & Investment Co 0.13% No change 675 $366K
Fragasso Financial Advisors Inc 0.03% Reduce -6.7% 674 $366K
Sheets Smith Wealth Management 0.05% Reduce -1.6% 671 $364K
National Bank of Canada 0.00% Reduce -32.8% 671 $364K
Adero Partners, LLC 0.02% Add +2.5% 669 $363K
Objective Capital Management, LLC 0.46% Reduce -10.6% 667 $362K
Alexander Randolph Advisory, Inc. 0.35% Reduce -19.7% 664 $360K
Nicolet Bankshares Inc. 0.07% No change 664 $360K
MinichMacGregor Wealth Management, LLC 0.08% Add +19.9% 662 $359K
Acropolis Investment Management, LLC 0.02% No change 660 $358K
Mustard Seed Financial, LLC 0.29% Add +7.9% 659 $357K
Retirement Solution LLC 0.10% Add +0.1% 659 $357K
Courier Capital LLC 0.02% Add +1.2% 653 $354K
Quartz Partners, LLC 0.21% Reduce -3.4% 650 $353K
Kraematon Investment Advisors, Inc. 0.36% New 648 $351K
Arthur M. Cohen & Associates, LLC 0.07% No change 647 $351K
Flywheel Private Wealth LLC 0.32% Reduce -5.1% 646 $350K
Canal Capital Management, LLC 0.06% No change 645 $350K
Consultiva Wealth Management, Corp. 1.20% New 643 $349K
Red Door Wealth Management, LLC 0.05% Add +0.6% 643 $349K
Security National Bank 0.07% Reduce -2.4% 642 $348K
CGN Advisors LLC 0.03% Reduce -2.6% 639 $347K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -22.4% 639 $347K
Baron Financial Group, LLC 0.22% No change 638 $346K
Arcus Capital Partners, LLC 0.14% New 637 $345K
Everpar Advisors LLC 0.18% No change 637 $345K
Grantvest Financial Group LLC 0.28% Add +0.2% 633 $343K
Taylor & Morgan Wealth Management, LLC 0.26% No change 632 $343K
Sonora Investment Management Group, LLC 0.03% Add +24.4% 632 $343K
Members Wealth LLC 0.26% Reduce -4.4% 630 $342K
Octavia Wealth Advisors, LLC 0.04% Add +2.4% 630 $341K
Ellis Investment Partners, LLC 0.07% Add +0.2% 628 $341K
Mezzasalma Advisors, LLC 0.12% Add +36.0% 627 $340K
Jericho Financial, LLP 0.25% Add +1.3% 626 $340K
Myecfo, LLC 0.18% Add +23.0% 561 $339K
Stratos Investment Management, LLC 0.02% Reduce -0.8% 623 $338K
360 Financial, Inc. 0.12% Reduce -9.1% 623 $338K
Canvas Wealth Advisors, LLC 0.09% Add +17.3% 665 $335K
HBK Sorce Advisory LLC 0.01% Add +2.7% 616 $334K
WealthPlan Investment Management, LLC 0.03% Add +3.4% 616 $334K
Savvy Advisors, Inc. 0.03% New 615 $334K
Bridges Investment Management Inc. 0.00% New 615 $334K
Avalon Capital Management 0.10% Reduce -5.9% 610 $331K
Cadence Bank 0.02% No change 610 $331K
United Community Bank 0.12% No change 605 $328K
Mb, Levis & Associates, LLC 0.15% Reduce -3.5% 604 $328K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -17.4% 603 $327K
AlphaCore Capital LLC 0.03% Add +5.0% 603 $327K
American Asset Management Inc. 0.32% Reduce -45.5% 600 $325K
Investment Advisory Services Inc. /TX 0.12% No change 600 $325K
Liberty Capital Management, Inc. 0.07% No change 600 $325K
Financial Advisors, LLC 0.06% No change 600 $325K
Caldwell Trust Co 0.03% No change 600 $325K
Capstone Financial Advisors, Inc. 0.02% No change 599 $325K
Capital Insight Partners, LLC 0.06% No change 599 $325K
Garden State Investment Advisory Services LLC 0.10% Add +26.8% 597 $324K
Breakwater Investment Management 0.14% No change 597 $324K
Inspirion Wealth Advisors, LLC 0.04% Add +24.0% 594 $322K
Glassman Wealth Services 0.05% No change 593 $322K
Cura Wealth Advisors, LLC 0.13% Add +64.3% 588 $319K
Foundation Wealth Management, LLC\PA 0.15% Reduce -7.4% 586 $318K
BluePointe Capital Management, LLC 0.12% New 583 $316K
Schneider Downs Wealth Management Advisors, LP 0.06% New 583 $316K
Boltwood Capital Management 0.10% Reduce -30.4% 581 $315K
Second Line Capital, LLC 0.08% Reduce -1.7% 580 $315K
SP Asset Management LLC 0.03% Add +2.8% 579 $314K
Colton Groome Financial Advisors, LLC 0.12% New 570 $313K
MBE Wealth Management, LLC 0.15% Add +5.7% 576 $312K
Howard Financial Services, LTD. 0.04% Add +0.2% 576 $312K
Saxony Capital Management, LLC 0.27% New 573 $311K
RDA Financial Network 0.09% Reduce -1.2% 573 $311K
DF Dent & Co. Inc. 0.00% No change 572 $310K
Yoder Wealth Management, Inc. 0.17% No change 571 $310K
Martin Worley Group 0.18% Add +20.7% 571 $310K
Capital Asset Advisory Services LLC 0.02% Reduce -12.8% 561 $309K
Van Strum & Towne Inc. 0.10% Reduce -5.8% 568 $308K
Concord Asset Management, LLC 0.07% Add +7.6% 593 $308K
Parisi Gray Wealth Management 0.10% No change 566 $307K
Facet Wealth, Inc. 0.01% Reduce -6.7% 545 $307K
Planning Directions Inc. 0.13% Add +0.2% 566 $307K
Compass Advisory Group LLC 0.11% Add +0.2% 566 $307K
Fearless Solutions, LLC dba Best Invest 0.24% Add +0.4% 565 $306K
Rosenberg Matthew Hamilton 0.08% No change 564 $306K
Mystic Asset Management, Inc. 0.08% No change 563 $305K
RVW Wealth, LLC 0.03% Reduce -30.8% 563 $305K
Syntegra Private Wealth Group, LLC 0.04% Add +6.8% 563 $305K
Key Client Fiduciary Advisors, LLC 0.14% Reduce -1.9% 561 $304K
Watts Gwilliam & Co., LLC 0.07% Add +22.0% 561 $304K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +0.5% 560 $304K
Values First Advisors, Inc. 0.18% No change 560 $304K
Armor Investment Advisors, LLC 0.13% No change 560 $304K
Greenfield Seitz Capital Management, LLC 0.12% No change 560 $304K
Balanced Wealth Group LLC 0.15% Add +0.2% 560 $304K
Signature Wealth Management Partners, LLC 0.20% No change 557 $302K
Semus Wealth Partners LLC 0.21% Reduce -19.9% 556 $302K
Roman Butler Fullerton & Co. 0.12% Reduce -6.4% 572 $301K
MWA Asset Management 0.21% Add +0.5% 554 $300K
First National Bank of Omaha 0.02% No change 553 $300K
RCS Financial Planning, LLC 0.16% Reduce -30.1% 552 $300K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -22.7% 551 $299K
Collective Family Office LLC 0.08% Reduce -15.6% 550 $298K
180 Wealth Advisors, LLC 0.05% Reduce -1.8% 549 $298K
Townsend & Associates, Inc 0.03% No change 603 $297K
Accelerate Investment Advisors LLC 0.25% No change 545 $296K
LRI Investments, LLC 0.03% No change 545 $296K
Commonwealth Financial Services, LLC 0.06% No change 544 $295K
First Financial Bankshares Inc 0.01% No change 544 $295K
Valtrion Capital Management, LLC 0.40% New 543 $295K
BlackDiamond Wealth Management, LLC 0.20% Reduce -14.6% 515 $294K
Ironwood Financial, llc 0.06% No change 540 $293K
Guidance Point Advisors, LLC 0.09% Add +0.9% 539 $293K
Aquire Wealth Advisors, LLC 0.09% Add +48.2% 538 $292K
Bridge Creek Capital Management LLC 0.09% Reduce -6.8% 537 $291K
R. W. Roge & Company, Inc. 0.16% Add +18.3% 537 $291K
Farrell Financial LLC 0.21% Reduce -7.4% 535 $290K
Tanager Wealth Management LLP 0.04% No change 534 $290K
Sageworth Trust Co 0.02% No change 534 $290K
Chaney Capital Management, Inc. 0.13% No change 532 $289K
Carl P. Sherr & Co., LLC 0.16% No change 531 $288K
Petix & Botte Co 0.08% Add +4.3% 530 $288K
Wealth Alliance Advisory Group, LLC 0.06% No change 530 $287K
Summit Financial Strategies, Inc. 0.03% Reduce -0.4% 526 $285K
Sykon Capital LLC 0.11% No change 525 $285K
TrueWealth Advisors, LLC 0.09% No change 524 $284K
Pursue Wealth Partners LLC 0.17% No change 523 $284K
Vertex Planning Partners, LLC 0.06% No change 521 $282K
True North Advisors, LLC 0.05% Reduce -0.2% 519 $282K
River Wealth Advisors LLC 0.04% Reduce -39.2% 519 $281K
First Business Financial Services, Inc. 0.03% No change 519 $281K
Prosperity Wealth Management, Inc. 0.13% Reduce -9.6% 518 $281K
Tempus Wealth Planning, LLC 0.08% Add +4.9% 518 $281K
Creekside Partners 0.15% Reduce -0.4% 516 $280K
Frisch Financial Group, Inc. 0.08% Reduce -3.0% 516 $280K
BCS Wealth Management 0.07% No change 516 $280K
Heritage Wealth Partners, LLC 0.43% Add +3.2% 516 $280K
Florida Trust Wealth Management Co 0.01% No change 515 $279K
Boston Trust Walden Corp 0.00% No change 515 $279K
Legacy Private Trust Co. 0.02% Reduce -1.0% 515 $279K
Wescott Financial Advisory Group, LLC 0.03% Add +0.4% 515 $279K
Barnes Pettey Financial Advisors, LLC 0.22% Reduce -0.4% 513 $278K
Cornerstone Wealth Group, LLC 0.02% Reduce -1.5% 513 $278K
Frank, Rimerman Advisors LLC 0.02% No change 512 $278K
Jamison Private Wealth Management, Inc. 0.04% No change 509 $276K
Blue Bell Private Wealth Management, LLC 0.05% Add +29.9% 509 $276K
Everett Harris & Co. 0.00% No change 506 $274K
Cornerstone Financial Group, LLC 0.25% Reduce -4.2% 458 $274K
Keudell/Morrison Wealth Management 0.06% Add +11.0% 505 $274K
Linscomb Wealth, Inc. 0.01% Reduce -0.2% 504 $273K
SilverOak Wealth Management LLC 0.06% No change 503 $273K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -0.8% 503 $273K
Independent Wealth Network Inc. 0.11% Reduce -7.2% 503 $273K
DMKC Advisory Services, LLC 0.24% New 501 $272K
Infinity Wealth Counsel, LLC 0.29% No change 500 $271K
V2 Financial group LLC 0.17% No change 500 $271K
Pioneer Trust Bank N A 0.07% No change 500 $271K
Grove Bank & Trust 0.04% No change 500 $271K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -5.3% 500 $271K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 500 $271K
F&V Capital Management, LLC 0.07% No change 500 $271K
Herold Advisors, Inc. 0.06% Add +30.7% 498 $271K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -15.6% 499 $271K
Cresta Advisors, Ltd. 0.14% No change 499 $271K
MKT Advisors LLC 0.13% Add +53.8% 563 $270K
InvesTrust 0.07% No change 498 $270K
Apriem Advisors 0.03% Add +32.5% 497 $270K
Keb Asset Management, LLC 0.08% No change 497 $270K
Plum Street Advisors, LLC 0.13% No change 496 $269K
Nadler Financial Group, Inc. 0.03% No change 496 $269K
Root Financial Partners, LLC 0.03% Add +28.5% 496 $269K
Ewa, LLC 0.10% Reduce -0.2% 494 $268K
Masso Torrence Wealth Management Inc. 0.14% No change 494 $268K
Altfest L J & Co. Inc. 0.03% Reduce -2.0% 493 $267K
HSBC Holdings PLC 0.00% New 499 $267K
HHM Wealth Advisors, LLC 0.04% No change 491 $266K
TriaGen Wealth Management LLC 0.09% Add +3.8% 490 $266K
Beacon Investment Advisors LLC 0.13% New 489 $266K
Emerald Advisors, LLC 0.04% Reduce -1.6% 487 $264K
Tilia Fiduciary Partners, Inc. 0.18% Reduce -3.2% 485 $263K
Aprio Wealth Management, LLC 0.03% Add +18.9% 485 $263K
Faithward Advisors, LLC 0.05% No change 484 $263K
Greenwood Gearhart LLC 0.02% No change 484 $262K
Adamsbrown Wealth Consultants LLC 0.08% Reduce -5.8% 483 $262K
Glen Eagle Advisors, LLC 0.04% No change 482 $262K
Cheviot Value Management, LLC 0.03% No change 461 $260K
May Hill Capital, LLC 0.10% Add +44.7% 479 $260K
ProVise Management Group, LLC 0.02% Add +4.6% 479 $260K
Cape Investment Advisory, Inc. 0.10% Reduce -9.3% 478 $259K
Fulton Breakefield Broenniman LLC 0.02% Reduce -6.8% 478 $259K
Exencial Wealth Advisors, LLC 0.01% Reduce -22.7% 476 $258K
Lodestone Wealth Management LLC 0.14% Reduce -18.4% 475 $258K
Fort Point Capital Partners LLC 0.03% Reduce -4.6% 474 $257K
Magnolia Capital Advisors LLC 0.07% No change 472 $256K
Charles Schwab Trust Co 0.02% Reduce -25.9% 471 $256K
Meredith Wealth Planning 0.11% Add +0.2% 471 $255K
Uptown Financial Advisors LLC 0.26% No change 470 $255K
Crown Wealth Group, LLC 0.13% No change 470 $255K
AdvisorNet Financial, Inc 0.02% Add +22.1% 470 $255K
Goldstein Advisors, LLC 0.04% No change 466 $253K
Cooper Financial Group 0.03% Reduce -4.1% 465 $252K
Jeppson Wealth Management, LLC 0.09% Add +0.2% 465 $252K
West Wealth Group, LLC 0.07% Add +16.8% 460 $252K
Traphagen Investment Advisors LLC 0.03% New 464 $252K
Dentgroup LLC 0.19% No change 464 $252K
Clarus Wealth Advisors 0.13% Add +0.2% 471 $251K
Vested Financial Planning, LLC 0.25% No change 461 $250K
Wesbanco Bank Inc. 0.01% Add +17.9% 461 $250K
Grey Ledge Advisors, LLC 0.07% Add +0.2% 457 $248K
Acas, LLC 0.19% Reduce -0.5% 443 $248K
PFW Advisors LLC 0.08% No change 455 $247K
Twin Capital Management Inc. 0.03% No change 455 $247K
Lokken Investment Group LLC 0.10% Reduce -4.6% 453 $246K
Florida Financial Advisors, LLC 0.10% Reduce -39.2% 452 $245K
Apeiron RIA LLC 0.07% Reduce -1.1% 452 $245K
Resolute Wealth Strategies, LLC 0.14% Reduce -7.2% 452 $245K
Atlas Brown,Inc. 0.09% Reduce -0.4% 450 $244K
Howland Capital Management LLC 0.01% No change 450 $244K
Dana Investment Advisors, Inc. 0.01% Reduce -12.6% 450 $244K
Resources Management Corp. /CT/ 0.03% Add +1.6% 449 $244K
Johnson & White Wealth Management, LLC 0.14% No change 447 $242K
John G Ullman & Associates Inc. 0.04% No change 445 $241K
Buffington Mohr McNeal 0.05% Reduce -3.5% 443 $240K
Pension & Wealth Management Advisors, Inc. 0.09% Reduce -14.0% 442 $240K
Astra Wealth Partners LLC 0.23% Add +9.9% 442 $240K
Prostatis Group LLC 0.08% Reduce -58.2% 441 $239K
AA Financial Advisors, LLC 0.06% Add +12.2% 440 $239K
Acorn Wealth Advisors, LLC 0.10% Reduce -26.4% 440 $239K
Parkside Financial Bank & Trust 0.03% Add +3.1% 438 $238K
Connecticut Wealth Management, LLC 0.01% New 438 $238K
Hill Island Financial LLC 0.07% No change 437 $237K
Ifrah Financial Services, Inc. 0.07% No change 437 $237K
Define Financial, LLC 0.18% Add +0.2% 454 $236K
World Equity Group, Inc. 0.07% Reduce -53.4% 435 $236K
Tocqueville Asset Management L.P. 0.00% No change 435 $236K
Foguth Wealth Management, LLC. 0.06% Add +9.1% 433 $235K
Claris Financial LLC 0.15% No change 376 $234K
Godshalk Welsh Capital Management, Inc. 0.15% No change 430 $233K
Pacifica Partners Inc. 0.11% No change 456 $233K
Walkner Condon Financial Advisors LLC 0.05% No change 429 $233K
Mosaic Family Wealth Partners, LLC 0.03% Add +23.3% 429 $233K
Trust Co of Kansas 0.12% No change 428 $232K
Ring Mountain Capital, LLC 0.17% No change 425 $231K
Palo Alto Wealth Advisors, LLC 0.09% No change 377 $231K
Optivise Advisory Services LLC 0.13% Reduce -4.5% 424 $230K
BSW Wealth Partners 0.03% No change 424 $230K
Stonebrook Private Inc. 0.06% No change 422 $229K
Seaside Wealth Management, Inc. 0.08% No change 422 $229K
Cascade Financial Partners, LLC 0.03% No change 422 $229K
Lakeridge Wealth Management LLC 0.11% No change 422 $229K
AAFMAA Wealth Management & Trust LLC 0.10% No change 421 $228K
First National Advisers, LLC 0.04% No change 419 $227K
Wealth Architects, LLC 0.02% Add +6.1% 415 $225K
Pps&v Asset Management Consultants, Inc. 0.16% No change 413 $224K
Sfm, LLC 0.16% No change 413 $224K
Matisse Capital 0.12% No change 412 $224K
New Hampshire Trust 0.05% No change 412 $223K
Sachetta, LLC 0.09% Add +0.5% 409 $222K
Smith Anglin Financial, LLC 0.02% Reduce -33.3% 408 $221K
Quantum Financial Planning Services, Inc. 0.12% No change 407 $221K
ORG Partners LLC 0.06% Add +139.9% 403 $220K
Madison Park Capital Advisors, LLC 0.19% New 406 $220K
Searcy Financial Services Inc. 0.09% No change 404 $219K
Altus Wealth Group LLC 0.10% No change 404 $219K
Webster Bank, N. A. 0.02% No change 404 $219K
LBJ Family Wealth Advisors, Ltd. 0.14% No change 404 $219K
Legacy Financial Strategies, LLC 0.05% No change 402 $218K
Sand Hill Global Advisors, LLC 0.01% No change 401 $217K
Better Money Decisions, LLC 0.14% Add +18.7% 400 $217K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 401 $217K
Court Place Advisors, LLC 0.07% No change 400 $217K
Edge Financial Advisors LLC 0.14% Add +0.3% 400 $217K
Integrated Investment Consultants, LLC 0.04% No change 399 $216K
GAMMA Investing LLC 0.02% No change 399 $216K
Rise Advisors, LLC 0.10% Add +72.2% 396 $215K
D.B. Root & Company, LLC 0.07% Add +3.7% 396 $215K
Minot DeBlois Advisors LLC 0.21% No change 395 $214K
First National Corp. /Ma/ 0.05% Add +5.6% 395 $214K
Retirement Investment Advisors, Inc. 0.02% Reduce -2.5% 394 $214K
Monterey Private Wealth, Inc. 0.06% No change 393 $213K
Morton Capital Management LLC 0.04% Reduce -4.2% 393 $213K
Frederick Financial Consultants, LLC 0.15% No change 391 $212K
Fiduciary Family Office, LLC 0.07% New 391 $212K
Salem Investment Counselors Inc. 0.01% No change 391 $212K
Integrated Capital Management, LLC 0.12% No change 390 $212K
Burke & Herbert Bank & Trust Co. 0.05% No change 390 $212K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -2.0% 388 $210K
Klingman & Associates, LLC 0.01% Add +4.3% 388 $210K
Kelly Financial Services LLC 0.07% New 388 $210K
Spectrum Wealth Advisory Group, LLC 0.10% Add +0.5% 387 $210K
Members Trust Co 0.01% Add +4.0% 387 $210K
Rebalance, LLC 0.02% Add +7.5% 385 $209K
Everest Private Wealth 0.19% No change 385 $209K
Kinloch Capital, LLC 0.10% Reduce -97.9% 385 $209K
FSB Premier Wealth Management, Inc. 0.08% Add +1.1% 381 $206K
Legacy Financial Group, Inc. 0.07% Reduce -2.6% 380 $206K
Victory Financial Group, LLC 0.04% Add +6.9% 388 $206K
Chicago Capital, LLC 0.01% Reduce -16.5% 380 $206K
Henrickson Nauta Wealth Advisors, Inc. 0.08% Reduce -48.1% 404 $206K
49 Wealth Management, LLC 0.02% New 377 $205K
Westfuller Advisors, LLC 0.14% Add +3.9% 377 $205K
Summit X, LLC 0.04% Reduce -5.0% 377 $205K
Viewpoint Capital Management LLC 0.11% No change 377 $204K
Compass Capital Corp. /Ma/ 0.11% Reduce -37.3% 420 $204K
Beacon Wealthcare LLC 0.08% No change 373 $202K
Colonial River Investments, LLC 0.11% No change 372 $202K
West Coast Financial LLC 0.02% No change 372 $202K
IMZ Advisory Inc 0.09% Add +0.3% 371 $201K
Williams & Novak, LLC 0.20% No change 367 $201K
Disciplined Investors, L.L.C. 0.18% No change 370 $201K
Slagle Financial, LLC 0.09% Reduce -9.5% 370 $201K
Horizon Financial Services, LLC 0.11% Reduce -4.4% 369 $200K
Optimist Retirement Group LLC 0.10% No change 369 $200K
Abound Wealth Management 0.07% Add +8.3% 364 $197K
TruNorth Capital Management, LLC 0.05% Reduce -43.0% 360 $195K
Sherman Asset Management, Inc. 0.18% New 354 $192K
Medallion Wealth Advisors, LLC 0.09% Add +7.8% 346 $188K
Davis Capital Management 0.15% No change 345 $187K
Independence Bank of Kentucky 0.03% Add +1.5% 344 $187K
Rational Advisors, Inc. 0.02% Reduce -76.2% 339 $184K
NFSG Corp 0.04% Add +5.0% 339 $184K
Atala Financial Inc 0.13% Add +147.4% 334 $182K
Cedar Wealth Management, LLC 0.06% No change 333 $181K
DecisionPoint Financial, LLC 0.05% Add +86.4% 330 $179K
Pacific Center for Financial Services 0.05% No change 329 $178K
Cullen/Frost Bankers, Inc. 0.00% Reduce -40.4% 327 $178K
Pinnacle Bancorp, Inc. 0.06% No change 321 $174K
Dunhill Financial, LLC 0.08% Add +181.4% 318 $172K
Cranbrook Wealth Management, LLC 0.04% No change 314 $170K
Quest 10 Wealth Builders, Inc. 0.18% Reduce -1.3% 314 $170K
Wolff Wiese Magana LLC 0.12% No change 313 $170K
Capital Analysts, LLC 0.01% Add +89.4% 303 $164K
Motco 0.02% No change 299 $162K
Gables Capital Management Inc. 0.08% No change 298 $162K
Private Wealth Asset Management, LLC 0.02% — 296 $161K
Montag A & Associates Inc. 0.01% Add +101.4% 282 $153K
Tortoise Investment Management, LLC 0.02% No change 267 $145K
New England Asset Management Inc. 0.02% No change 265 $144K
Elevate Wealth Advisory, Inc. 0.10% Add +613.9% 257 $140K
Maryland Capital Advisors Inc. 0.06% Reduce -3.4% 256 $139K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $136K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $136K
Morse Asset Management, Inc 0.03% No change 236 $128K
UMB Bank, n.a. 0.00% Reduce -34.0% 229 $124K
CX Institutional 0.00% Reduce -78.1% 227 $123K
PSI Advisors, LLC 0.04% Reduce -25.5% 225 $122K
Park Place Capital Corp 0.03% Add +0.5% 224 $121K
Raffa Wealth Management, LLC 0.03% No change 220 $119K
Angeles Wealth Management, LLC 0.01% No change 219 $119K
New Millennium Group LLC 0.08% Reduce -18.7% 218 $118K
Hanson & Doremus Investment Management 0.02% No change 218 $118K
Cherry Tree Wealth Management, LLC 0.03% No change 215 $117K
Avalon Trust Co 0.01% No change 213 $116K
Sound Income Strategies, LLC 0.01% Add +6.0% 212 $115K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.5% 210 $114K
Koesten, Hirschmann & Crabtree, INC. 0.06% Reduce -11.0% 203 $110K
Smartleaf Asset Management LLC 0.01% No change 202 $110K
Asset Dedication, LLC 0.01% Add +29.7% 201 $109K
Peoples Financial Services Corp. 0.05% No change 198 $107K
TOWER TRUST & INVESTMENT Co 0.09% — 192 $105K
Pittenger & Anderson Inc. 0.00% Reduce -84.1% 187 $101K
S.A. Mason LLC 0.05% No change 187 $101K
Global Wealth Strategies & Associates 0.03% Add +8.8% 185 $100K
Integrity Financial Corp 0.06% No change 184 $100K
GHP Investment Advisors, Inc. 0.00% No change 184 $100K
Roxbury Financial LLC 0.10% Reduce -4.1% 165 $99K
Retirement Wealth Solutions LLC 0.08% Reduce -21.0% 181 $98K
Redwood Park Advisors LLC 0.08% No change 179 $97K
Millstone Evans Group, LLC 0.07% No change 178 $97K
West Branch Capital LLC 0.03% Reduce -5.8% 177 $96K
Anfield Capital Management, LLC 0.04% Add +10.6% 177 $96K
MV Capital Management, Inc. 0.01% No change 174 $94K
Halbert Hargrove Global Advisors, LLC 0.01% Add +22.1% 171 $93K
Mascoma Wealth Management LLC 0.02% No change 166 $90K
Cloud Capital Management, LLC 0.06% — 164 $89K
SJS Investment Consulting Inc. 0.02% Add +2.5% 163 $88K
Elevation Wealth Partners, LLC 0.04% Reduce -71.7% 163 $88K
FSA Wealth Management LLC 0.04% No change 162 $88K
Baron Capital (BAMCO) 0.00% Reduce -84.3% 152 $82K
Game Plan Financial Advisors, LLC 0.05% No change 149 $81K
Golden State Wealth Management, LLC 0.01% Add +17.5% 141 $77K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 140 $76K
Hemington Wealth Management 0.01% No change 139 $75K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $74K
Rialto Wealth Management, LLC 0.02% Reduce -38.3% 137 $74K
Peterson Wealth Services 0.02% No change 135 $73K
Byrne Asset Management LLC 0.06% Reduce -7.8% 130 $71K
Richards, Merrill & Peterson, Inc. 0.04% New 129 $70K
Operose Advisors LLC 0.02% No change 127 $69K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $68K
Piscataqua Savings Bank 0.06% No change 125 $68K
IAG Wealth Partners, LLC 0.01% No change 123 $67K
Serenus Wealth Advisors, LLC 0.01% Add +5.4% 65,160 $65K
Promus Capital, LLC 0.05% No change 119 $65K
Wood Tarver Financial Group, LLC 0.02% No change 118 $64K
Robinswood Financial LLC 0.02% No change 115 $62K
Woodside Wealth Management LLC 0.06% — 114 $62K
Barrett & Company, Inc. 0.03% No change 113 $62K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +19.4% 111 $61K
CNB Bank 0.03% No change 109 $59K
City Holding Co. 0.01% No change 105 $57K
Quantbot Technologies LP 0.00% New 104 $56K
Wayfinding Financial, LLC 0.02% New 105 $56K
Arcadia Investment Management Corp. 0.01% No change 103 $56K
Ameritas Investment Partners, Inc. 0.00% No change 101 $55K
Twin Lakes Capital Management, LLC 0.04% No change 100 $54K
Wealth Advisors of Tampa Bay, LLC 0.02% New 100 $54K
Evermay Wealth Management LLC 0.01% Add +300.0% 100 $54K
Orion Capital Management LLC 0.02% No change 99 $54K
Synergy Investment Management, LLC 0.02% No change 99 $54K
Valued Wealth Advisors LLC 0.03% New 98 $53K
Reyes Financial Architecture, Inc. 0.04% No change 98 $53K
New England Capital Financial Advisors LLC 0.03% Reduce -15.8% 96 $52K
Carolina Wealth Advisors, LLC 0.03% Reduce -1.0% 95 $52K
North Capital, Inc. 0.05% — 95 $52K
Aviso Financial Inc. 0.00% No change 93 $50K
Colonial Trust Advisors 0.00% No change 91 $49K
Bfsg, LLC 0.01% Reduce -22.6% 89 $48K
Aventura Private Wealth, LLC 0.03% No change 88 $48K
Investment Research & Advisory Group, Inc. 0.02% New 85 $46K
Centennial Bank 0.02% Reduce -64.1% 84 $46K
Birchbrook, Inc. 0.03% No change 83 $45K
Northwest Capital Management Inc 0.02% No change 81 $44K
Abound Financial, LLC 0.02% New 81 $44K
Addison Advisors LLC 0.01% Reduce -11.0% 81 $44K
Future Financial Wealth Managment LLC 0.03% No change 80 $43K
Hantz Financial Services, Inc. 0.00% No change 80 $43K
Evelyn Partners Investment Management Services Ltd 0.01% No change 78 $42K
Horizons Wealth Management 0.03% No change 77 $42K
Headlands Technologies LLC 0.00% Reduce -95.0% 74 $40K
Fiduciary Advisors, Inc. 0.04% No change 72 $39K
Boyd Watterson Asset Management LLC 0.01% No change 71 $39K
BankPlus Trust Department 0.01% Add +169.2% 70 $38K
Toronto Dominion Bank 0.00% New 68 $37K
EPG Wealth Management LLC 0.01% No change 68 $37K
Beaird Harris Wealth Management, LLC 0.00% No change 68 $37K
Sterling Capital Management LLC 0.00% New 68 $37K
Trifecta Capital Advisors, LLC 0.01% No change 66 $36K
SIMA Wealth Partners, LLC 0.03% Reduce -37.5% 60 $33K
MorganRosel Wealth Management, LLC 0.01% New 60 $33K
Monetary Management Group Inc. 0.01% No change 60 $33K
Old Second National Bank of Aurora 0.01% No change 60 $33K
Hexagon Capital Partners LLC 0.01% No change 60 $33K
American National Bank & Trust 0.00% Reduce -9.1% 60 $33K
Slocum, Gordon & Co LLP 0.02% Reduce -36.8% 60 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% New 59 $32K
Bell Investment Advisors, Inc 0.01% No change 58 $32K
Duncker Streett & Co. Inc. 0.01% No change 57 $31K
Gleason Group, Inc. 0.01% Reduce -1.7% 57 $31K
Creative Capital Management Investments LLC 0.01% No change 56 $30K
Coastline Trust Co 0.00% No change 55 $30K
First Community Trust NA 0.03% No change 53 $29K
Richardson Capital Management LLC 0.02% No change 52 $28K
Cordant, Inc. 0.01% New 52 $28K
True Wealth Design, LLC 0.01% No change 52 $28K
Princeton Global Asset Management LLC 0.01% No change 52 $28K
Smallwood Wealth Investment Management, LLC 0.02% New 52 $28K
Smithfield Trust Co 0.00% Reduce -49.0% 51 $28K
Kentucky Trust Co 0.02% No change 50 $27K
Horizon Bancorp Inc. 0.02% No change 50 $27K
Briaud Financial Planning Inc 0.01% No change 50 $27K
McIlrath & Eck, LLC 0.00% Add +36.1% 49 $27K
Tower Research Capital LLC (TRC) 0.00% Add +60.0% 48 $26K
Darwin Wealth Management, LLC 0.01% No change 41 $25K
Private Wealth Management Group, LLC 0.01% No change 46 $25K
GeoWealth Management, LLC 0.00% Reduce -97.7% 46 $25K
Brooklyn Investment Group 0.01% Reduce -8.2% 45 $24K
Crowley Wealth Management, Inc. 0.02% No change 44 $24K
Signature Resources Capital Management, LLC 0.02% No change 44 $24K
Roble, Belko & Company, Inc 0.00% No change 42 $23K
Columbia River Financial Group, LLC 0.01% New 41 $22K
HighMark Wealth Management LLC 0.01% No change 40 $22K
Blume Capital Management, Inc. 0.00% No change 40 $22K
Atwood & Palmer Inc. 0.00% No change 40 $22K
Morton Brown Family Wealth, LLC 0.01% No change 40 $22K
WPG Advisers, LLC 0.02% New 38 $21K
HWG Holdings LP 0.01% New 37 $20K
Tompkins Financial Corp. 0.00% Reduce -43.1% 37 $20K
Phillips Financial Management, LLC 0.00% No change 36 $20K
YANKCOM Partnership 0.01% No change 35 $19K
Copia Wealth Management 0.02% Reduce -30.6% 34 $18K
Kings Path Partners LLC 0.01% No change 34 $18K
Rogco, LP 0.01% Reduce -67.0% 33 $18K
Murphy & Mullick Capital Management Corp 0.02% Add +88.2% 32 $17K
Hughes Financial Services, LLC 0.00% New 30 $16K
Windsor Advisory Group, LLC 0.02% No change 30 $16K
Winch Advisory Services, LLC 0.00% No change 29 $16K
Logan Capital Management Inc. 0.00% No change 27 $15K
Founders Capital Management 0.01% No change 27 $15K
Graney & King, LLC 0.01% No change 27 $14K
Safe Harbor Fiduciary, LLC 0.01% New 26 $14K
Coston, McIsaac & Partners 0.00% Reduce -40.5% 25 $14K
First Command Advisory Services, Inc. 0.00% No change 25 $14K
Field & Main Bank 0.00% Reduce -37.5% 25 $14K
Zions Bancorporation, National Association 0.00% — 24 $13K
Central Pacific Bank - Trust Division 0.00% No change 23 $12K
Bangor Savings Bank 0.00% New 23 $12K
Flaharty Asset Management, LLC 0.00% New 21 $11K
AllSquare Wealth Management LLC 0.01% No change 21 $11K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -23.1% 20 $11K
Investors Research Corp 0.00% No change 20 $11K
Greykasell Wealth Strategies, Inc. 0.01% New 19 $10K
China Universal Asset Management Co., Ltd. 0.00% Reduce -92.2% 19 $10K
Ridgewood Investments LLC 0.00% No change 18 $10K
Curio Wealth, LLC 0.00% Reduce -92.9% 1 $9K
Winnacle Wealth LLC 0.01% Reduce -5.9% 16 $8K
Transce3nd, LLC 0.00% Reduce -46.4% 15 $8K
Riggs Asset Managment Co. Inc. 0.00% Reduce -53.1% 15 $8K
Financial Avengers, Inc. 0.00% No change 14 $8K
Nemes Rush Group LLC 0.00% No change 14 $8K
Chesapeake Asset Management LLC 0.01% Reduce -31.6% 13 $7K
Painted Porch Advisors LLC 0.00% Add +9.1% 12 $7K
Global Trust Asset Management, LLC 0.00% Reduce -93.1% 10 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $6K
Islay Capital Management, LLC 0.00% No change 10 $5K
Versant Capital Management, Inc 0.00% No change 10 $5K
Thompson Investment Management, Inc. 0.00% No change 10 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 8 $4K
Nalls Sherbakoff Group, LLC 0.00% — 7 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -22.2% 7 $4K
Accent Capital Management, LLC 0.00% No change 6 $3K
Barnes Dennig Private Wealth Management LLC 0.00% — 6 $3K
Avion Wealth 0.00% No change 6 $3K
Front Row Advisors LLC 0.00% New 3 $2K
Kathleen S. Wright Associates Inc. 0.00% No change 2 $1K
Stephens Consulting, LLC 0.00% Add +100.0% 2 $1K
Keystone Global Partners, LLC 0.00% — 1 $544
Financial Network Wealth Advisors LLC 0.00% No change 1 $542

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