Vanguard Info Tech ETFVGTETF

13F holders, Q2 2025 (June 30)
1,786holders +115
172new positions
57sold out
5famous investors
$643.37avg. 13F price*

At the end of Q2 2025, 1,786 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 115 from Q1 2025. 172 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($10.2B), JPMorgan Chase & Co. ($4.1B) and Morgan Stanley ($1.4B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions172$606.8M
Exits57$44.9M

All 13F filers, Q1 2025 → Q2 2025: 4,016,127 shares bought and 1,291,395 shares sold, net +2,724,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,786 holders

Bank of America Corp. 0.82% Reduce -1.7% 15,400,220 $10.2B
JPMorgan Chase & Co. 0.28% Add +1.1% 6,192,082 $4.1B
Morgan Stanley 0.09% Reduce -0.3% 2,053,228 $1.4B
UBS Group AG 0.25% Reduce -0.1% 1,796,699 $1.2B
Wells Fargo & Company 0.22% Add +2.0% 1,532,384 $1.0B
LPL Financial LLC 0.27% Reduce -5.9% 1,216,227 $806.7M
Raymond James Financial Inc. 0.19% Add +6.5% 839,978 $557.1M
PGIM Custom Harvest LLC 10.68% Add +48.7% 781,415 $518.3M
Ameriprise Financial Inc. 0.12% Add +3.5% 735,199 $487.9M
Royal Bank of Canada 0.09% Add +3.4% 726,703 $482.0M
Harel Insurance Investments & Financial Services Ltd. 5.46% Reduce -1.0% 719,548 $477.3M
CHURCHILL MANAGEMENT Corp 4.93% New 685,276 $454.5M
Northwestern Mutual Wealth Management Co. 0.32% Add +6.0% 660,567 $438.1M
Stifel Financial Corp. 0.27% Add +1.4% 411,061 $272.7M
Envestnet Asset Management Inc. 0.07% Add +0.1% 378,614 $251.1M
HighTower Advisors, LLC 0.31% Add +4.9% 368,188 $244.2M
PNC Financial Services Group, Inc. 0.14% Add +0.8% 320,870 $212.8M
Equitable Holdings, Inc. 1.74% Reduce -1.1% 317,532 $210.6M
Cetera Investment Advisers 0.31% Add +4.7% 274,197 $181.9M
Cerity Partners LLC 0.31% Reduce -0.1% 257,863 $171.0M
Rockefeller Capital Management L.P. 0.36% Add +3.1% 250,746 $166.3M
Janney Montgomery Scott LLC 0.43% Reduce -1.6% 246,010 $163.2M
Commonwealth Equity Services, LLC 0.20% Add +2.6% 229,419 $152.2M
Provida Pension Fund Administrator 2.63% No change 219,060 $145.2M
Taiyo Life Insurance Co. 13.20% No change 212,000 $140.6M
Russell Investments Group, Ltd. 0.18% Reduce -0.0% 211,894 $140.5M
Nissay Asset Management Corp. /Japan 0.79% No change 204,727 $135.8M
Beacon Capital Management, Inc. 6.62% Add +193.4% 193,722 $128.5M
Osaic Holdings, Inc. 0.23% Add +5.8% 192,094 $127.1M
Truist Financial Corp. 0.18% Add +11.2% 183,335 $121.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 13.23% Reduce -0.4% 179,759 $119.2M
Cambridge Investment Research Advisors, Inc. 0.32% Add +15.4% 156,223 $103.6M
M&T Bank Corp 0.34% Reduce -7.5% 149,059 $98.9M
Armstrong Advisory Group, Inc. 7.45% Reduce -12.6% 148,348 $98.4M
Compass Financial Group, INC 15.62% Add +16.1% 143,646 $95.3M
Creative Planning 0.08% Add +5.5% 140,772 $93.4M
Northern Trust Corp. 0.01% Add +1.3% 130,896 $86.8M
Goldman Sachs Group Inc. 0.01% Add +15.7% 130,770 $86.7M
Brown Advisory Inc. 0.10% Reduce -0.5% 119,637 $79.4M
Bailard, Inc. 1.79% Add +3.9% 116,052 $77.0M
NORTHSTAR ASSET MANAGEMENT Co 16.77% Reduce -0.5% 109,872 $72.9M
Agf Management Ltd. 0.31% Reduce -0.7% 103,220 $68.5M
Silicon Valley Capital Partners 6.87% Reduce -3.2% 99,210 $65.8M
Sanctuary Advisors, LLC 0.38% Add +3.6% 92,168 $61.1M
Spire Wealth Management 2.16% Reduce -23.2% 90,731 $60.0M
WBH Advisory Inc. 5.10% Reduce -3.9% 90,146 $59.8M
Yarbrough Capital, LLC 2.11% No change 89,058 $59.1M
Lido Advisors, LLC 0.31% Add +6.0% 88,381 $58.6M
MML Investors Services, LLC 0.16% Reduce -1.1% 85,822 $56.9M
KCM Investment Advisors LLC 1.85% Add +5.1% 82,427 $54.7M
Systematic Alpha Investments, LLC 1.94% No change 82,300 $54.6M
Wealth Enhancement Advisory Services, LLC 0.09% Add +33.1% 80,558 $54.3M
Comerica Bank 0.20% Add +4.2% 78,035 $51.8M
Peapack Gladstone Financial Corp. 0.73% Add +0.9% 77,371 $51.3M
MAI Capital Management 0.35% Reduce -1.4% 76,223 $50.6M
Kestra Advisory Services, LLC 0.24% Add +3.0% 74,910 $49.7M
Mariner, LLC 0.07% Reduce -1.4% 72,649 $48.2M
Corient Private Wealth LP 0.06% Add +5.1% 70,378 $46.7M
FMR LLC 0.00% Reduce -3.0% 68,576 $45.5M
Assetmark, Inc. 0.10% Add +12.7% 66,532 $44.1M
Apollon Wealth Management, LLC 0.87% Add +2.0% 66,447 $44.1M
Private Advisor Group, LLC 0.24% Add +0.8% 66,217 $43.9M
Full Sail Capital, LLC 2.51% Add +11.2% 65,652 $43.5M
Ami Investment Management Inc. 11.04% Add +2.0% 64,473 $42.8M
Stuart Chaussee & Associates, Inc. 9.51% Add +0.9% 63,613 $42.2M
Fisher Asset Management 0.02% Reduce -7.0% 63,497 $42.1M
Avantax Advisory Services, Inc. 0.23% Reduce -3.1% 63,431 $42.1M
FIL Ltd 0.04% No change 62,196 $41.3M
Harbour Investments, Inc. 1.03% Add +6.3% 61,339 $40.7M
Trust Co. of Oklahoma 12.76% Reduce -1.3% 60,474 $40.1M
Pinnacle Associates Ltd. 0.58% Reduce -5.4% 60,200 $39.9M
Hollencrest Capital Management 1.68% Reduce -0.0% 59,220 $39.3M
Madison Asset Management, LLC 0.42% Reduce -0.8% 58,846 $39.0M
Barclays PLC 0.02% Add +433.2% 57,834 $38.4M
Park National Corp. 1.22% Reduce -8.4% 55,838 $37.0M
Elwood & Goetz Wealth Advisory Group, LLC 7.94% Add +2.4% 55,354 $36.7M
Jones Financial Companies LLLP 0.03% Add +28.6% 54,480 $35.8M
Steward Partners Investment Advisory, LLC 0.27% Add +2.7% 53,006 $35.2M
MassMutual Private Wealth & Trust, FSB 0.90% Add +5.4% 50,866 $33.7M
GPS Wealth Strategies Group, LLC 3.87% Reduce -0.8% 50,693 $33.6M
Marotta Asset Management 6.74% Reduce -11.1% 50,684 $33.6M
CW Advisors, LLC 0.32% Add +22.6% 50,137 $33.3M
Bank of Montreal 0.02% Add +1.9% 49,273 $32.7M
SBI Securities Co., Ltd. 0.94% Reduce -4.4% 49,155 $32.6M
Fifth Third Bancorp 0.11% Reduce -2.3% 48,218 $32.0M
Winthrop Capital Management, LLC 7.78% Add +5.9% 46,427 $30.8M
Tiaa Trust, National Association 0.08% Reduce -6.3% 43,451 $28.8M
Circle Wealth Management, LLC 0.64% Add +5052.8% 43,129 $28.6M
Mokosak Advisory Group, LLC 8.08% Add +2.9% 43,030 $28.6M
Portfolio Strategies, Inc. 3.63% Reduce -1.6% 42,072 $27.9M
Citigroup Inc. 0.02% Add +23.6% 41,684 $27.6M
Ieq Capital, LLC 0.17% Reduce -12.9% 41,475 $27.5M
Wiser Wealth Management, Inc 6.88% Add +14.8% 41,451 $27.5M
Focus Partners Wealth 0.06% Add +17.9% 41,097 $27.3M
CVA Family Office, LLC 3.69% Reduce -1.5% 39,632 $26.3M
Keebeck Wealth Management 3.39% Reduce -0.4% 38,995 $25.9M
First Merchants Corp. 0.99% Reduce -11.0% 38,609 $25.6M
Gratus Wealth Advisors, LLC 3.84% Reduce -0.2% 38,242 $25.4M
Pathstone Holdings, LLC 0.10% Reduce -7.2% 38,203 $25.3M
Wealth Group Ltd 6.42% Reduce -3.8% 38,032 $25.2M
Capital Advisors Wealth Management, LLC 3.93% Add +2.2% 37,694 $25.0M
Enclave Advisors LLC 4.02% Reduce -6.2% 37,560 $24.9M
Exchange Capital Management, Inc. 3.67% Reduce -0.8% 37,090 $24.6M
Baird Financial Group, Inc. 0.04% Add +7.6% 36,902 $24.5M
XML Financial, LLC 2.09% Add +2.9% 36,230 $24.0M
Stratos Wealth Partners, LTD. 0.32% Reduce -8.7% 35,133 $23.3M
Mercer Global Advisors Inc. 0.05% Add +4.3% 34,887 $23.1M
Robertson Stephens Wealth Management, LLC 0.80% Reduce -0.9% 34,867 $23.1M
AlphaCore Capital LLC 0.87% Add +5637.6% 34,598 $22.9M
Baker Ellis Asset Management LLC 3.13% Reduce -0.8% 34,381 $22.8M
White Lighthouse Investment Management Inc. 3.63% Reduce -1.2% 33,668 $22.3M
NorthCoast Asset Management LLC 0.10% Add +2.0% 33,514 $22.2M
Blair William & Co. 0.06% Reduce -14.7% 33,450 $22.2M
IFP Advisors, Inc 0.63% Add +7.8% 33,328 $22.2M
BBR Partners, LLC 1.32% No change 31,981 $21.2M
Atria Wealth Solutions, Inc. 0.48% Reduce -21.5% 31,891 $21.2M
Cresset Asset Management, LLC 0.10% Reduce -8.0% 31,490 $20.9M
Lowe Brockenbrough & Co. Inc. 1.14% Reduce -3.5% 30,483 $20.2M
Fiduciary Trust Co 0.25% Reduce -6.7% 30,314 $20.1M
SCS Capital Management LLC 0.22% Reduce -11.4% 29,508 $19.6M
Kestra Private Wealth Services, LLC 0.28% Add +22.4% 29,482 $19.6M
Anchor Investment Management, LLC 1.71% Add +1.9% 29,382 $19.5M
Founders Grove Wealth Partners, LLC 4.86% Add +19.5% 29,175 $19.4M
Marshall Wace, LLP 0.02% New 29,160 $19.3M
Financial Perspectives, Inc 5.74% Add +3.6% 28,602 $19.0M
Johnson Investment Counsel Inc. 0.17% Add +9.2% 28,293 $18.8M
Perigon Wealth Management, LLC 0.44% Add +26.8% 28,264 $18.7M
Annex Advisory Services, LLC 0.45% Reduce -5.2% 27,924 $18.5M
Beacon Capital Management, LLC 2.46% Reduce -3.4% 27,473 $18.2M
Welch Capital Partners LLC 4.03% Reduce -2.4% 27,310 $18.1M
SWAN Capital LLC 7.80% Add +88.2% 27,088 $18.0M
Brandywine Oak Private Wealth LLC 1.64% Reduce -0.3% 26,634 $17.7M
Cornerstone Advisory, LLC 1.86% Add +0.1% 26,142 $17.3M
Integrated Wealth Concepts LLC 0.17% Reduce -0.2% 25,906 $17.2M
Axiom Financial Strategies, LLC 9.56% Reduce -3.9% 25,836 $17.1M
Curi Capital, LLC 0.33% Add +23.4% 25,822 $17.1M
Sound View Wealth Advisors Group, LLC 1.26% Reduce -1.2% 25,733 $17.1M
Karpus Management, Inc. 0.55% Reduce -0.7% 25,630 $17.0M
Concurrent Investment Advisors, LLC 0.33% Add +20.1% 25,504 $16.9M
J.W. Cole Advisors, Inc. 0.36% Add +19.9% 25,362 $16.8M
Wealthfront Advisers LLC 0.04% Reduce -19.6% 24,957 $16.6M
Oppenheimer & Co. Inc. 0.22% Add +46.8% 24,591 $16.3M
Scotia Capital Inc. 0.08% Add +10.6% 24,409 $16.2M
NewEdge Advisors, LLC 0.08% Add +31.1% 24,336 $16.1M
Wilmington Savings Fund Society, FSB 0.29% Reduce -2.0% 24,231 $16.1M
Captrust Financial Advisors 0.04% Reduce -19.7% 24,183 $16.0M
Simon Quick Advisors, LLC 0.81% Add +936.5% 24,170 $16.0M
Mutual Advisors, LLC 0.40% Reduce -6.0% 23,269 $16.0M
Kinloch Capital, LLC 7.45% Add +6170.4% 24,141 $16.0M
NRI Wealth Management LC 9.49% Add +3.7% 23,735 $15.7M
Mgo One Seven LLC 0.51% Add +2.0% 23,605 $15.7M
First Financial Corp. 6.87% Add +7.4% 23,214 $15.4M
Leeward Financial Partners, LLC 4.81% Reduce -0.1% 22,890 $15.2M
Kwmg, LLC 1.42% Add +3.0% 22,873 $15.2M
Wheelhouse Advisory Group LLC 7.47% Add +6.1% 22,848 $15.2M
Glenmede Investment Management, LP 0.08% — 22,746 $15.1M
Evergreen Capital Management LLC 0.45% Add +49.8% 22,385 $14.8M
Fca Corp. 4.44% Add +0.4% 22,356 $14.8M
Madden Advisory Services, Inc. 6.31% Reduce -1.6% 22,324 $14.8M
Curtis Advisory Group, LLC 3.70% Reduce -5.1% 22,215 $14.7M
Natixis Advisors, LLC 0.02% Add +5.5% 21,889 $14.5M
Praetorian Wealth Management, Inc. 3.34% Add +23.3% 21,851 $14.5M
Quantinno Capital Management LP 0.06% Add +23.8% 21,842 $14.5M
Curran Financial Partners, LLC 3.19% New 21,765 $14.4M
Gibraltar Capital Management, Inc. 2.80% Add +0.1% 21,580 $14.3M
Dorsey & Whitney Trust CO LLC 0.76% Reduce -1.0% 21,571 $14.3M
Tidal Investments LLC 0.09% Add +53.3% 21,286 $14.1M
Foronjy Financial LLC 6.59% — 21,238 $14.1M
Atria Investments, Inc 0.16% Add +33.7% 20,732 $13.8M
CoreCap Advisors, LLC 0.54% Reduce -1.0% 20,383 $13.5M
Crewe Advisors LLC 1.91% Reduce -0.1% 20,378 $13.5M
Jmac Enterprises LLC 2.88% Add +2.3% 20,257 $13.4M
Manufacturers Life Insurance Company, The 0.01% New 20,221 $13.4M
Chatham Capital Group, Inc. 2.04% Reduce -2.0% 20,126 $13.3M
Arkansas Financial Group, Inc. 2.07% Add +1.7% 20,050 $13.3M
Snowden Capital Advisors LLC 0.39% Add +7.6% 19,932 $13.2M
TRUE Private Wealth Advisors 1.48% Reduce -2.1% 19,912 $13.2M
Wall Street Financial Group, Inc. 11.87% Reduce -32.3% 19,828 $13.2M
Triangle Securities Wealth Management 3.21% Reduce -6.1% 19,690 $13.1M
Hartford Financial Management Inc. 3.52% Add +75.3% 19,435 $12.9M
Sage Mountain Advisors LLC 0.83% No change 19,227 $12.8M
Fifth Third Wealth Advisors LLC 0.53% Add +348.3% 19,146 $12.7M
Certified Advisory Corp 1.32% Reduce -3.1% 19,080 $12.7M
Greenwood Gearhart LLC 0.79% Add +3820.7% 18,976 $12.6M
Hobart Private Capital, LLC 2.82% Reduce -6.1% 18,748 $12.4M
Alexander Labrunerie & Co., Inc. 5.13% Reduce -1.0% 18,672 $12.4M
GWN Securities Inc. 2.29% Reduce -57.3% 18,580 $12.3M
Magnolia Wealth Management, LLC 8.04% Add +4.1% 18,585 $12.3M
Evelyn Partners Investment Management (Europe) Ltd 4.37% Add +1.8% 18,359 $12.2M
Van Eck Associates Corp. 0.01% Reduce -54.1% 18,342 $12.2M
Advisory Services Network, LLC 0.19% Reduce -7.8% 17,454 $12.1M
First PREMIER Bank 2.87% Reduce -2.3% 17,877 $11.9M
Bordeaux Wealth Advisors LLC 1.50% Add +1.1% 17,715 $11.8M
Bokf, NA 0.19% Reduce -2.3% 17,623 $11.7M
Principle Wealth Partners LLC 0.72% Reduce -1.6% 17,468 $11.6M
Strengthening Families & Communities, LLC 6.44% Reduce -0.6% 17,808 $11.6M
Merit Financial Group, LLC 0.13% Add +27.6% 17,389 $11.5M
Capital Planning LLC 3.61% Reduce -10.7% 17,305 $11.5M
BIP Alliance, LLC 4.39% Add +10.8% 17,241 $11.4M
Penobscot Wealth Management 4.08% Add +8.8% 17,173 $11.4M
Olistico Wealth, LLC 6.15% Add +2.7% 16,703 $11.1M
Sumitomo Mitsui Financial Group, Inc. 0.18% Add +4.3% 16,674 $11.1M
Nomura Asset Management Co. Ltd. 0.03% Reduce -3.5% 16,631 $11.0M
Drucker Wealth 3.0, LLC 2.13% Reduce -25.8% 16,260 $11.0M
US Bancorp \de 0.01% Add +14.3% 16,551 $11.0M
Flow Traders U.S. LLC 0.40% Add +388.5% 16,453 $10.9M
Foundations Investment Advisors, LLC 0.17% Add +39.2% 16,422 $10.9M
Leavell Investment Management, Inc. 0.48% Reduce -1.8% 16,184 $10.7M
Atlas Legacy Advisors, LLC 2.36% Add +89.2% 16,153 $10.7M
IFG Advisory, LLC 0.53% Reduce -7.8% 15,926 $10.6M
JBR Co Financial Management Inc 5.20% Reduce -6.3% 15,875 $10.5M
Haverford Trust Co 0.10% Add +16.2% 15,780 $10.5M
Systelligence, LLC 1.93% New 15,720 $10.4M
Advisors Preferred, LLC 1.71% New 15,829 $10.4M
Bouchey Financial Group, Ltd. 0.86% Reduce -1.5% 15,589 $10.3M
Patton Albertson Miller Group, LLC 1.36% Add +8.2% 15,520 $10.3M
Focused Wealth Management, Inc 1.25% Reduce -0.8% 15,412 $10.2M
Quaker Wealth Management, LLC 3.42% — 15,411 $10.2M
Barings LLC 0.24% Reduce -16.6% 15,411 $10.2M
Fifth Third Securities, Inc. 0.77% Add +0.6% 15,385 $10.2M
Neuberger Berman Group LLC 0.01% Reduce -10.7% 15,298 $10.1M
Envestnet Portfolio Solutions, Inc. 0.04% Add +54.1% 15,206 $10.1M
Royal Fund Management, LLC 1.07% Reduce -1.2% 15,125 $10.1M
Atlas Capital Advisors Inc. 1.22% Reduce -20.2% 15,083 $10.0M
Financial Freedom, LLC 5.38% Reduce -0.8% 15,050 $10.0M
Vermillion Wealth Management, Inc. 4.76% Add +49.8% 15,028 $10.0M
CIBC Private Wealth Group LLC 0.02% Reduce -26.8% 14,940 $9.9M
O'shaughnessy Asset Management, LLC 0.07% Add +7.2% 14,935 $9.9M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -4.3% 14,933 $9.9M
Western Wealth Management, LLC 0.59% Add +3.3% 14,922 $9.9M
New Insight Wealth Advisors 4.02% Reduce -2.1% 14,738 $9.8M
Beacon Pointe Advisors, LLC 0.10% Reduce -0.7% 14,501 $9.6M
TD Private Client Wealth LLC 0.24% Reduce -24.4% 14,481 $9.6M
Independent Financial Group, LLC 0.26% Add +26.6% 14,469 $9.6M
NWF Advisory Services Inc. 1.14% Add +8.4% 14,353 $9.5M
Titleist Asset Management, LLC 0.94% Add +10.9% 14,261 $9.5M
Advisors Capital Management, LLC 0.13% Add +5.9% 14,156 $9.4M
Perennial Investment Advisors, LLC 0.91% Add +2.5% 14,150 $9.4M
Naples Global Advisors, LLC 0.81% Reduce -0.4% 14,119 $9.4M
Main Management LLC 0.74% Add +270.3% 14,110 $9.4M
Cornerstone Advisors Asset Management, LLC 1.77% Add +0.0% 13,885 $9.2M
Synovus Financial Corp. 0.11% Add +8.6% 13,624 $9.1M
Prospera Financial Services Inc 0.17% Add +20.3% 13,535 $9.0M
Tandem Wealth Advisors LLC 4.45% Add +185.7% 13,562 $9.0M
NorthCrest Asset Manangement, LLC 0.24% Reduce -1.9% 13,143 $8.9M
&partners 0.07% Add +24.7% 13,127 $8.7M
Moneta Group Investment Advisors LLC 0.10% Add +5.4% 13,037 $8.6M
Cibc World Market Inc. 0.02% Add +2.2% 13,028 $8.6M
Jane Street Group, LLC 0.01% Add +227.8% 12,939 $8.6M
EP Wealth Advisors, LLC 0.06% Add +10.9% 12,920 $8.6M
Aspiriant, LLC 0.27% Reduce -37.3% 12,891 $8.6M
Bristlecone Advisors, LLC 0.71% Reduce -8.2% 12,804 $8.5M
Flputnam Investment Management Co. 0.15% Reduce -2.0% 12,754 $8.5M
Allworth Financial LP 0.04% Add +5.0% 12,634 $8.4M
Advantage Trust Co 4.12% Reduce -4.5% 12,601 $8.4M
E&G Advisors, LLC 2.12% Add +0.3% 12,333 $8.2M
Vista Investment Management 3.04% Reduce -0.3% 12,333 $8.2M
Bank of New York Mellon Corp 0.00% Add +2.8% 12,324 $8.2M
HB Wealth Management, LLC 0.07% Reduce -41.0% 12,317 $8.2M
Parallel Advisors, LLC 0.16% Add +0.1% 12,286 $8.1M
Neville Rodie & Shaw Inc. 0.60% Add +1.2% 12,283 $8.1M
Cwm, LLC 0.03% Add +8.9% 12,274 $8.1M
B. Riley Wealth Advisors, Inc. 0.39% Reduce -37.1% 12,268 $8.1M
FPC Investment Advisory, Inc. 5.06% Add +0.3% 11,688 $8.1M
Farther Finance Advisors, LLC 0.16% Add +97.7% 11,920 $7.9M
Culbertson A N & Co. Inc. 1.21% Reduce -1.4% 11,854 $7.9M
Hancock Whitney Corp. 0.15% New 11,848 $7.9M
Flagship Private Wealth, LLC 3.33% Add +1.3% 11,820 $7.8M
U.S. Capital Wealth Advisors, LLC 0.23% Add +38.6% 11,765 $7.8M
Brookstone Capital Management 0.10% Add +8.0% 11,671 $7.7M
D.A. Davidson & Co. 0.05% Reduce -5.3% 11,650 $7.7M
Ausdal Financial Partners, Inc. 0.51% Add +5.0% 11,519 $7.6M
Altura Wealth Advisors Inc. 4.27% Reduce -5.2% 11,511 $7.6M
Breed's Hill Capital LLC 3.66% No change 11,466 $7.6M
Belpointe Asset Management LLC 0.31% Reduce -30.8% 11,336 $7.5M
Creative Financial Designs Inc. 0.54% Add +54.0% 11,282 $7.5M
Transatlantique Private Wealth LLC 2.75% Add +6.8% 11,270 $7.5M
Gotham Asset Management 0.04% Add +15.2% 11,236 $7.5M
Proficio Capital Partners LLC 0.46% Add +19919.7% 1,544,122 $7.4M
Bravias Capital Group, LLC 5.42% Reduce -0.2% 11,137 $7.4M
Kesler, Norman & Wride, LLC 1.31% Add +2.7% 11,136 $7.4M
Security Financial Services, INC. 1.29% No change 11,010 $7.3M
Gladstone Institutional Advisory LLC 0.30% Add +2.9% 10,910 $7.2M
Federation des caisses Desjardins du Quebec 0.03% Add +1.1% 10,854 $7.2M
Richmond Brothers, Inc. 4.71% Add +65.4% 10,851 $7.2M
Dagco, Inc. 2.00% Add +27.3% 10,837 $7.2M
Keybank National Association 0.03% Add +63.1% 10,825 $7.2M
Signature Estate & Investment Advisors LLC 0.16% Add +5.9% 10,738 $7.1M
Williams Jones Wealth Management, LLC. 0.08% Reduce -0.4% 10,507 $7.0M
Choreo, LLC 0.10% Add +12.3% 10,348 $6.9M
Trilogy Capital Inc. 0.33% Reduce -5.3% 10,281 $6.8M
MOKAN Wealth Management Inc. 3.80% Reduce -19.4% 10,269 $6.8M
Sheridan Capital Management, LLC 4.67% Reduce -1.1% 10,209 $6.8M
Kingsview Wealth Management, LLC 0.11% Add +2.5% 10,170 $6.7M
Marshall & Sterling Wealth Advisors Inc. 4.48% Add +5.8% 10,070 $6.6M
Optimum Investment Advisors 2.81% Add +2.3% 9,770 $6.5M
Syon Capital LLC 0.43% Reduce -5.8% 9,768 $6.5M
Joel Isaacson & Co., LLC 0.26% Add +5.3% 9,702 $6.4M
AE Wealth Management LLC 0.05% Reduce -2.9% 9,696 $6.4M
Modera Wealth Management, LLC 0.08% Add +3.5% 9,650 $6.4M
Fischer Financial Services, Inc. 1.88% Reduce -1.2% 9,682 $6.4M
Wealthcare Advisory Partners LLC 0.15% Add +21.0% 9,612 $6.4M
Quadrature Capital Ltd 0.11% Add +841.3% 9,601 $6.4M
Manchester Capital Management LLC 0.83% Add +115.7% 9,548 $6.3M
Raab & Moskowitz Asset Management LLC 1.51% Reduce -0.7% 9,547 $6.3M
NewEdge Wealth, LLC 0.10% Reduce -0.9% 8,950 $6.2M
BTG Pactual Asset Management US LLC 0.83% Add +35.6% 9,324 $6.2M
First Bancorp, Inc 3.55% Reduce -7.1% 9,318 $6.2M
Valley National Advisers Inc. 1.01% Add +2.2% 9,313 $6.2M
IHT Wealth Management, LLC 0.17% Reduce -5.5% 9,164 $6.1M
Financial Advisory Partners, LLC 1.91% Add +1.4% 9,161 $6.1M
Pallas Capital Advisors LLC 0.23% Reduce -1.0% 9,103 $6.0M
Fairway Financial, LLC 5.08% Add +2.7% 9,041 $6.0M
Bank of New Hampshire 1.48% Reduce -6.9% 8,997 $6.0M
Prime Capital Investment Advisors, LLC 0.08% Reduce -31.1% 8,920 $5.9M
MMBG Investment Advisors Co. 0.59% Reduce -1.8% 8,885 $5.9M
Wulff, Hansen & Co. 5.03% Reduce -1.3% 8,860 $5.9M
Kingswood Wealth Advisors, LLC 0.46% Add +17.9% 8,860 $5.9M
BNP Paribas Financial Markets 0.00% Reduce -59.1% 8,845 $5.9M
Diversified Enterprises, LLC 0.44% Reduce -0.8% 8,816 $5.8M
Trinity Legacy Partners, LLC 1.41% Reduce -1.0% 8,524 $5.8M
D. E. Shaw & Co. 0.01% Add +501.2% 8,699 $5.8M
MY Wealth Management Inc. 5.52% Reduce -3.9% 8,690 $5.8M
Sound Stewardship, LLC 2.97% Add +6.6% 8,676 $5.8M
Sebold Capital Management, Inc. 3.54% Reduce -4.8% 8,668 $5.7M
New Millennium Group LLC 3.18% Add +3866.1% 8,646 $5.7M
Bessemer Group Inc. 0.01% Reduce -0.2% 8,636 $5.7M
Strive Asset Management, LLC 3.41% Add +371.9% 8,546 $5.7M
Commerce Bank 0.03% Reduce -1.7% 8,456 $5.6M
Wealthspire Retirement, LLC 0.37% Reduce -0.4% 8,440 $5.6M
Sigma Planning Corp 0.17% Reduce -1.4% 8,426 $5.6M
Summit Financial, LLC 0.13% Reduce -10.6% 8,419 $5.6M
Oliver Luxxe Assets LLC 0.99% Reduce -27.1% 8,385 $5.6M
WealthTrust Asset Management, LLC 4.12% New 8,313 $5.5M
CreativeOne Wealth, LLC 0.14% Reduce -3.8% 8,310 $5.5M
SeaCrest Wealth Management, LLC 0.60% Add +4.4% 8,264 $5.5M
Empower Advisory Group, LLC 0.02% Reduce -1.8% 8,256 $5.5M
Focus Financial Network, Inc. 0.22% Add +9.3% 8,232 $5.5M
Eley Financial Management, Inc 2.09% Reduce -2.8% 8,197 $5.4M
DAVENPORT & Co LLC 0.03% Add +18.7% 8,136 $5.4M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -0.3% 8,117 $5.4M
Sequoia Financial Advisors, LLC 0.04% Reduce -0.6% 8,105 $5.4M
Exchange Traded Concepts, LLC 0.07% Add +79.7% 8,051 $5.3M
Oak Harvest Investment Services 0.67% Add +8.0% 8,016 $5.3M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -3.6% 8,015 $5.3M
Mission Wealth Management, LP 0.12% Add +30.0% 7,959 $5.3M
Tandem Investment Partners LLC 4.52% Add +4.0% 7,809 $5.2M
International Assets Investment Management, LLC 0.42% Add +6.7% 7,805 $5.2M
Quadrant Capital Group LLC 0.19% Add +994.4% 7,792 $5.2M
Strategic Blueprint, LLC 0.25% Reduce -29.1% 7,781 $5.2M
Marion Wealth Management 1.28% Add +2.0% 7,738 $5.1M
Global Retirement Partners, LLC 0.13% — 7,730 $5.1M
Magnus Financial Group LLC 0.45% Add +44.8% 7,710 $5.1M
Chicago Partners Investment Group LLC 0.15% Add +5.2% 7,414 $5.1M
Joule Financial, LLC 1.64% Add +0.1% 7,622 $5.1M
Fingerlakes Wealth Management, Inc. 3.76% Reduce -1.5% 7,597 $5.0M
Ignite Planners, LLC 0.87% Reduce -0.4% 7,303 $5.0M
Hilltop Holdings Inc. 0.32% Add +40.9% 7,546 $5.0M
Bulwark Capital Corp 4.21% — 7,530 $5.0M
Freestone Capital Holdings, LLC 0.17% Add +6.4% 7,486 $5.0M
Ameritas Advisory Services, LLC 0.26% Reduce -37.1% 7,472 $5.0M
Realta Investment Advisors 1.95% Add +25.9% 7,456 $4.9M
Innealta Capital, LLC 2.61% Add +37.3% 7,452 $4.9M
Principal Securities, Inc. 0.09% Add +1010.6% 7,408 $4.9M
Wedmont Private Capital 0.21% Reduce -0.1% 7,203 $4.9M
Sierra Capital LLC 0.56% Add +14.5% 7,340 $4.9M
Summit Trail Advisors, LLC 0.08% Reduce -10.8% 7,338 $4.9M
Cornerstone Advisors, LLC 0.17% Reduce -6.4% 7,300 $4.8M
Acorn Creek Capital LLC 2.01% Reduce -2.2% 7,298 $4.8M
World Investment Advisors 0.11% Add +3.3% 7,270 $4.8M
Davis Investment Partners, LLC 1.72% Reduce -1.5% 7,341 $4.8M
Mather Group, Llc. 0.05% Add +0.4% 7,242 $4.8M
Avidian Wealth Enterprises, LLC 0.19% Add +3.9% 7,134 $4.7M
Evolution Wealth Advisors, LLC 0.69% Reduce -0.3% 7,080 $4.7M
Farmers National Bank 1.23% Reduce -4.9% 7,025 $4.7M
PFG Advisors 0.22% Add +11.8% 7,024 $4.7M
Diversify Wealth Management, LLC 0.29% Reduce -0.3% 6,578 $4.6M
Apexium Financial, LP 0.25% Add +0.0% 6,973 $4.6M
CENTRAL TRUST Co 0.11% Reduce -0.5% 6,951 $4.6M
Rehmann Capital Advisory Group 0.28% Reduce -2.5% 6,925 $4.6M
Cardinal Point Capital Management ULC 0.36% Add +18.4% 6,904 $4.6M
AQR Capital Management 0.00% Add +65.7% 6,872 $4.6M
Main Street Financial Solutions, LLC 0.33% Reduce -0.3% 6,821 $4.5M
Schnieders Capital Management LLC 0.79% Add +378.1% 6,713 $4.5M
Cathy Pareto & Associates, Inc. 3.67% Add +1.7% 6,703 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +20.9% 6,713 $4.4M
BlackRock, Inc. 0.00% Reduce -37.2% 6,665 $4.4M
N.E.W. Advisory Services LLC 0.43% Reduce -14.7% 6,617 $4.4M
Atlantic Family Wealth, LLC 3.80% Reduce -3.2% 6,582 $4.4M
Orion Porfolio Solutions, LLC 0.04% Add +30.4% 6,570 $4.4M
Associated Banc-Corp 0.12% Reduce -1.5% 6,564 $4.4M
Meitav Investment House Ltd. 0.06% No change 6,562 $4.4M
Clifford Group, LLC 3.57% Add +7.3% 6,555 $4.3M
Asset Management Group, Inc. 0.76% Add +0.1% 6,553 $4.3M
Idaho Trust Co 1.55% Add +4.1% 6,541 $4.3M
GTS Securities LLC 0.19% Add +366.3% 6,523 $4.3M
MontVue Capital Management, Inc. 3.06% No change 6,488 $4.3M
Index Fund Advisors, Inc. 0.24% Add +286.4% 6,472 $4.3M
Smith Salley Wealth Management 0.25% Add +1.3% 6,463 $4.3M
TD Waterhouse Canada Inc. 0.03% Add +28.3% 6,515 $4.3M
Dakota Wealth Management 0.09% Add +6.5% 6,442 $4.3M
Strategic Investment Solutions, Inc. 1.29% Reduce -31.1% 6,433 $4.3M
Arkadios Wealth Advisors 0.13% Reduce -7.9% 6,431 $4.3M
Bellevue Asset Management, LLC 2.07% Reduce -0.7% 6,425 $4.3M
Retirement Planning Group, LLC 0.18% Add +23.6% 6,399 $4.2M
Parker Investment Management, LLC 0.65% Reduce -8.7% 6,358 $4.2M
Transcend Capital Advisors, LLC 0.32% Reduce -0.4% 6,271 $4.2M
Zhang Financial LLC 0.19% Add +12.3% 6,264 $4.2M
Trust Co. of Vermont 0.19% Add +2.3% 6,203 $4.1M
Stratos Wealth Advisors, LLC 0.22% Add +6.5% 6,186 $4.1M
Capital Advisors Inc. 0.07% Reduce -3.1% 6,175 $4.1M
Old National Bancorp 0.07% Reduce -2.0% 6,153 $4.1M
Tranquilli Financial Advisor LLC 2.52% Add +30.4% 6,148 $4.1M
Childress Capital Advisors, LLC 1.02% Add +103.8% 6,141 $4.1M
Patriot Investment Management Group, Inc. 0.28% Add +0.8% 6,124 $4.1M
Vanguard Group Inc. 0.00% Reduce -1.0% 6,118 $4.1M
PCG Asset Management, LLC 3.48% Reduce -1.3% 6,103 $4.0M
Squarepoint Ops LLC 0.01% Reduce -49.3% 6,090 $4.0M
Atlantic Union Bankshares Corp 0.09% New 6,087 $4.0M
Savant Capital, LLC 0.03% Add +20.1% 6,062 $4.0M
Highline Wealth Partners LLC 1.18% Reduce -8.2% 5,993 $4.0M
Ciovacco Capital Management LLC 2.14% Reduce -0.7% 5,942 $3.9M
Orser Capital Management, LLC 2.78% New 5,885 $3.9M
Simmons Bank 0.27% Reduce -2.8% 5,792 $3.8M
Wealthspire Advisors, LLC 0.02% Add +9.6% 5,778 $3.8M
New England Private Wealth Advisors LLC 0.55% Add +0.0% 5,451 $3.8M
Wolff Financial Management LLC 0.98% Add +0.1% 5,705 $3.8M
Innovative Wealth Building LLC 3.12% Add +18.0% 5,672 $3.8M
Waldron Private Wealth LLC 0.16% Add +2.9% 5,649 $3.7M
Insigneo Advisory Services, LLC 0.32% Add +1.2% 5,640 $3.7M
Daymark Wealth Partners, LLC 0.14% Reduce -7.8% 5,557 $3.7M
Shira Ridge Wealth Management 1.68% Add +0.6% 5,536 $3.7M
High Net Worth Advisory Group LLC 0.97% Add +22.0% 5,510 $3.7M
Latko Wealth Management, Ltd. 2.05% Add +119.8% 5,508 $3.7M
Salomon & Ludwin, LLC 0.36% Reduce -1.1% 5,494 $3.7M
Waverly Advisors, LLC 0.04% Add +42.9% 5,490 $3.6M
One Charles Private Wealth Services, LLC 1.02% Add +25.2% 5,479 $3.6M
McAdam, LLC 0.20% Add +2.2% 5,476 $3.6M
Jacobi Capital Management LLC 0.24% Add +1.9% 5,455 $3.6M
FRG Family Wealth Advisors LLC 0.62% Add +12.7% 5,402 $3.6M
Live Oak Investment Partners 2.75% Add +8.2% 5,400 $3.6M
Soltis Investment Advisors LLC 0.28% Add +0.5% 5,375 $3.6M
Bison Wealth, LLC 0.28% Add +8.1% 5,233 $3.5M
Gallagher Capital Advisors, LLC 2.82% Add +543.7% 7,087 $3.5M
Thomasville National Bank 0.24% No change 5,234 $3.5M
Lam Group, Inc. 2.31% Reduce -5.7% 5,218 $3.5M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -1.7% 5,206 $3.5M
Aptus Capital Advisors, LLC 0.03% Add +2.3% 5,206 $3.5M
Ballast, Inc. 0.90% Reduce -1.8% 5,186 $3.4M
Houlihan Financial Resource Group, Ltd. 1.42% No change 5,068 $3.4M
NorthRock Partners, LLC 0.09% Add +2.5% 5,172 $3.4M
Birchcreek Wealth Management, LLC 1.94% Add +5.9% 5,156 $3.4M
Cozad Asset Management Inc. 0.30% Add +1.3% 5,147 $3.4M
Insight Advisors, LLC/ PA 0.55% Add +0.7% 5,130 $3.4M
Rathbones Group PLC 0.01% Add +2.6% 5,130 $3.4M
Smith, Moore & Co. 0.29% Add +4.0% 5,121 $3.4M
RBA Wealth Management, LLC 1.27% Reduce -0.2% 5,119 $3.4M
Sunbelt Securities, Inc. 0.30% Reduce -9.6% 5,444 $3.4M
St. Nicholas Private Asset Management, Inc. 3.13% Add +0.7% 5,085 $3.4M
Steel Grove Capital Advisors, LLC 0.40% Reduce -2.5% 5,044 $3.3M
Apollon Financial, LLC 0.70% Reduce -1.4% 5,023 $3.3M
Premier Path Wealth Partners, LLC 0.46% Reduce -2.7% 5,023 $3.3M
Certior Financial Group, LLC 2.55% Add +7.6% 5,007 $3.3M
Mainsail Asset Management, LLC 2.04% Add +0.0% 4,972 $3.3M
Theory Financial LLC 1.25% Add +22.9% 4,755 $3.3M
First Horizon Advisors, Inc. 0.09% Reduce -0.5% 4,949 $3.3M
CWA Asset Management Group, LLC 0.14% Add +1.5% 4,937 $3.3M
Certuity, LLC 0.31% Add +12.4% 4,935 $3.3M
StoneX Group Inc. 0.16% Reduce -5.6% 4,918 $3.3M
Compound Planning, Inc. 0.12% Reduce -6.6% 4,905 $3.3M
Absolute Capital Management, LLC 1.62% Reduce -0.4% 4,870 $3.2M
Stephens Inc. 0.04% Add +31.3% 4,823 $3.2M
Whittier Trust Co. 0.04% Reduce -2.0% 4,798 $3.2M
Brookwood Investment Group LLC 0.51% Add +2.1% 4,782 $3.2M
Lodestar Private Asset Management LLC 0.36% Add +6.4% 4,701 $3.1M
Global Wealth Management, LLC 1.68% Reduce -11.0% 4,575 $3.1M
Valeo Financial Advisors, LLC 0.08% Add +30.3% 4,623 $3.1M
JNBA Financial Advisors 0.29% Add +0.8% 4,614 $3.1M
Wedbush Securities Inc. 0.11% Reduce -78.8% 4,595 $3.0M
Archford Capital Strategies, LLC 0.39% Reduce -3.7% 4,595 $3.0M
Goepper Burkhardt LLC 1.11% Add +6.6% 4,563 $3.0M
Concentrum Wealth Management 0.95% Add +2.6% 4,561 $3.0M
Horizon Bancorp Inc. 1.52% Add +9000.0% 4,550 $3.0M
NBT Bank, N.A. 0.21% Reduce -0.6% 4,505 $3.0M
Physician Wealth Advisors, Inc. 0.47% Add +11.0% 4,497 $3.0M
Essex Financial Services, Inc. 0.20% Reduce -0.8% 4,483 $3.0M
Compass Ion Advisors, LLC 0.32% Add +6.9% 4,482 $3.0M
Resolute Advisors LLC 0.74% Add +0.1% 4,482 $3.0M
CMG Global Holdings, LLC 1.56% New 4,275 $3.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -11.3% 4,457 $3.0M
Elm Partners Management LLC 0.17% Add +89.2% 4,435 $2.9M
Ascent Group, LLC 0.11% Reduce -5.9% 4,417 $2.9M
Hopwood Financial Services, Inc. 2.29% Add +1.5% 4,413 $2.9M
Financial Engines Advisors L.L.C. 0.01% Add +67.6% 4,406 $2.9M
Truepoint, Inc. 0.07% Reduce -2.1% 4,391 $2.9M
Elevation Capital Advisory, LLC 1.16% Reduce -7.1% 4,377 $2.9M
L. Roy Papp & Associates, LLP 0.34% No change 4,374 $2.9M
Cary Street Partners Financial LLC 0.08% Add +4.0% 4,364 $2.9M
Larson Financial Group LLC 0.12% Add +80.6% 4,352 $2.9M
United Capital Financial Advisors, LLC 0.02% Add +4.0% 4,340 $2.9M
Garde Capital, Inc. 0.15% Add +10.1% 4,335 $2.9M
Eclectic Associates Inc. 0.62% Add +3.2% 4,313 $2.9M
Stonebridge Financial Planning Group, LLC 1.19% Reduce -12.3% 4,309 $2.9M
Curated Wealth Partners LLC 0.33% Reduce -0.5% 4,293 $2.8M
Rwa Wealth Partners, LLC 0.04% Reduce -3.1% 4,277 $2.8M
Lazard Asset Management LLC 0.00% No change 4,279 $2.8M
Ayalon Insurance Comp Ltd. 0.81% No change 4,246 $2.8M
Sharper & Granite LLC 1.06% Add +11.4% 4,202 $2.8M
Evoke Wealth, LLC 0.07% No change 4,194 $2.8M
Peregrine Asset Advisers, Inc. 0.87% Add +2.2% 4,182 $2.8M
New Wave Wealth Advisors LLC 1.17% New 4,161 $2.8M
Axxcess Wealth Management, LLC 0.07% Add +7.4% 4,158 $2.8M
Mitchell Sinkler & Starr 1.32% Add +6.6% 4,143 $2.7M
Symphony Financial Services, Inc. 1.64% Add +0.9% 4,139 $2.7M
Clarius Group, LLC 0.16% Reduce -50.3% 4,136 $2.7M
Centaurus Financial, Inc. 0.16% Add +12.9% 4,134 $2.7M
National Wealth Management Group, LLC 1.52% Reduce -0.1% 4,081 $2.7M
Institute for Wealth Management, LLC. 0.30% Add +62.7% 4,074 $2.7M
Tsfg, LLC 0.49% Reduce -4.7% 4,061 $2.7M
GPM Growth Investors, Inc. 1.07% Add +0.2% 4,052 $2.7M
Checchi Capital Advisers, LLC 0.19% Reduce -5.0% 4,051 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -8.4% 4,051 $2.7M
Liberty Wealth Management LLC 0.41% New 3,963 $2.6M
Lanark Financial, Inc. 0.21% Add +3.3% 3,947 $2.6M
SouthState Bank Corp 0.11% Add +1.7% 3,918 $2.6M
Center for Financial Planning, Inc. 0.30% No change 3,909 $2.6M
Clearstead Advisors, LLC 0.04% Add +9.1% 3,899 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -42.6% 3,898 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +22.4% 3,824 $2.5M
tru Independence LLC 0.73% Add +0.1% 3,812 $2.5M
Geneos Wealth Management Inc. 0.06% Add +5.3% 3,801 $2.5M
Smith Asset Management Co., LLC 2.17% Add +35.9% 3,792 $2.5M
Citizens Financial Group Inc. 0.04% Reduce -1.3% 3,756 $2.5M
TruWealth Advisors, LLC 0.14% Reduce -0.5% 3,756 $2.5M
Tradition Wealth Management, LLC 0.20% Add +8.1% 3,738 $2.5M
BLB&B Advisors, LLC 0.12% Reduce -5.3% 3,715 $2.5M
Crestwood Advisors Group, LLC 0.04% Reduce -0.8% 3,709 $2.5M
LOM Asset Management Ltd 0.83% — 3,686 $2.4M
RFG Advisory, LLC 0.06% Add +6.3% 3,669 $2.4M
Leelyn Smith, LLC 0.40% No change 3,655 $2.4M
Good Life Advisors, LLC 0.15% Add +3.7% 3,638 $2.4M
Park Avenue Securities LLC 0.02% Add +28.9% 3,621 $2.4M
Christensen, King & Associates Investment Services, Inc. 1.09% Reduce -1.5% 3,598 $2.4M
Harbor Asset Planning, Inc. 2.28% — 3,594 $2.4M
Strategic Family Wealth Counselors, L.L.C. 0.67% Add +1.7% 3,555 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +168.1% 3,552 $2.4M
Nwam LLC 0.14% Add +19.6% 3,404 $2.3M
Bright Financial Advisors, Inc. 1.30% No change 3,525 $2.3M
Silver Oak Securities, Incorporated 0.19% Reduce -4.5% 3,523 $2.3M
Busey Bank 0.07% Add +6.3% 3,478 $2.3M
SteelPeak Wealth, LLC 0.09% Reduce -95.3% 3,466 $2.3M
Cantor Fitzgerald Investment Advisors L.P. 0.16% Add +0.2% 3,460 $2.3M
Douglass Winthrop Advisors, LLC 0.04% No change 3,445 $2.3M
Fiduciary Alliance LLC 0.17% Add +406.5% 3,444 $2.3M
Thrivent Financial for Lutherans 0.01% Add +36.3% 3,444 $2.3M
Avantax Planning Partners, Inc. 0.07% Reduce -8.9% 3,428 $2.3M
WMG Financial Advisors, LLC 0.84% Add +1.1% 3,420 $2.3M
Tower View Wealth Management LLC 1.17% Reduce -8.5% 3,413 $2.3M
Hazlett, Burt & Watson, Inc. 0.93% Reduce -11.0% 3,410 $2.3M
FourThought Financial Partners, LLC 0.22% Reduce -2.3% 3,398 $2.3M
Bragg Financial Advisors, Inc 0.08% Add +7.1% 3,397 $2.3M
Kovack Advisors, Inc. 0.22% Add +0.8% 3,386 $2.2M
Heritage Investment Group, Inc. 0.38% No change 3,360 $2.2M
Blackston Financial Advisory Group, LLC 1.39% Reduce -1.9% 3,358 $2.2M
Atticus Wealth Management, LLC 0.60% Add +4.0% 3,338 $2.2M
Darrow Company, Inc. 1.12% No change 3,363 $2.2M
Clifford Swan Investment Counsel LLC 0.08% Reduce -3.3% 3,328 $2.2M
Midwest Trust Co 0.03% — 3,321 $2.2M
Obsidian Cio, LLC 0.32% Add +10.1% 3,314 $2.2M
W Advisors, LLC 1.25% Reduce -7.1% 3,294 $2.2M
Cornerstone Wealth Management, LLC 0.13% Reduce -12.3% 3,280 $2.2M
Deutsche Bank AG 0.00% No change 3,275 $2.2M
MBL Wealth, LLC 0.21% Reduce -1.1% 3,234 $2.1M
SOA Wealth Advisors, LLC. 0.39% Reduce -2.2% 3,231 $2.1M
Wealth Management Associates, Inc. 0.83% Reduce -0.1% 3,231 $2.1M
Traynor Capital Management, Inc. 0.15% Add +103.8% 3,262 $2.1M
Retirement Guys Formula LLC 0.81% Add +13.9% 3,223 $2.1M
Schrum Private Wealth Management LLC 1.70% Add +0.8% 3,201 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +217.2% 3,188 $2.1M
Evercore Wealth Management, LLC 0.03% No change 3,175 $2.1M
Evanson Asset Management, LLC 0.13% Reduce -12.6% 3,170 $2.1M
Davis R M Inc. 0.04% Add +42.1% 3,151 $2.1M
Synergy Financial Group, LTD 1.54% Reduce -0.3% 3,149 $2.1M
Bryn Mawr Trust Advisors, LLC 0.11% Reduce -66.2% 3,146 $2.1M
LPWM LLC 0.61% Reduce -0.5% 3,145 $2.1M
Flagship Harbor Advisors, LLC 0.10% Reduce -13.7% 3,144 $2.1M
Union Savings Bank 0.96% Add +17.0% 3,019 $2.1M
Tritonpoint Wealth, LLC 0.19% Add +0.2% 3,138 $2.1M
Cora Capital Advisors LLC 0.92% Reduce -36.0% 3,130 $2.1M
Meridian Wealth Management, LLC 0.09% Add +15.8% 3,125 $2.1M
Orleans Capital Management Corp. 1.10% Add +22.4% 3,113 $2.1M
Hanover Advisors Inc. 0.84% Add +8.1% 3,101 $2.1M
HF Advisory Group, LLC 0.81% Add +3.3% 3,081 $2.0M
Brighton Jones LLC 0.05% Add +30.2% 3,058 $2.0M
Finward Bancorp 1.60% Reduce -0.3% 3,050 $2.0M
Rolek Wealth Management LLC 1.74% Reduce -8.8% 3,041 $2.0M
Panoramic Investment Advisors, LLC 1.24% Reduce -1.3% 3,033 $2.0M
Goldstone Financial Group, LLC 0.26% Reduce -4.1% 2,975 $2.0M
XY Planning Network, Inc. 0.68% New 3,011 $2.0M
KDK Private Wealth Management, LLC 2.13% Reduce -0.9% 2,998 $2.0M
National Philanthropic Trust 0.03% Add +18.3% 2,994 $2.0M
City State Bank 0.62% Add +1.0% 2,990 $2.0M
Composition Wealth, LLC 0.03% Add +3.0% 2,988 $2.0M
CWS Financial Advisors, LLC 0.57% New 2,940 $1.9M
Meridian Investment Counsel Inc. 0.53% No change 2,933 $1.9M
Indiana Trust & Investment Management Co 0.64% No change 2,928 $1.9M
Citizens National Bank Trust Department 0.38% No change 2,883 $1.9M
Bridgewater Advisors Inc. 0.15% Add +24.9% 2,753 $1.9M
LBMC Investment Advisors, LLC 0.14% Add +110.9% 2,864 $1.9M
Pathway Financial Advisors LLC 0.28% No change 2,852 $1.9M
Retireful, LLC 1.30% New 2,843 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +136.1% 2,843 $1.9M
McGuire Investment Group, LLC 0.24% Add +6.6% 2,816 $1.9M
One Day In July LLC 0.17% Reduce -6.5% 2,812 $1.9M
Wesbanco Bank Inc. 0.05% Add +504.1% 2,785 $1.8M
Austin Wealth Management, LLC 0.33% No change 2,674 $1.8M
Promus Capital, LLC 1.20% Add +2239.5% 2,784 $1.8M
PFG Investments, LLC 0.11% Reduce -0.7% 2,783 $1.8M
Peachtree Investment Partners, LLC 0.70% Reduce -28.4% 2,783 $1.8M
AlTi Global, Inc. 0.05% Add +0.1% 2,778 $1.8M
Betterment LLC 0.00% Add +84.8% 2,777 $1.8M
Moseley Investment Management Inc. 0.63% Reduce -7.5% 2,758 $1.8M
Next Capital Management LLC 0.68% No change 2,755 $1.8M
Quantum Financial Advisors, LLC 0.25% New 2,743 $1.8M
Valmark Advisers, Inc. 0.03% Reduce -3.0% 2,741 $1.8M
CRA Financial Services, LLC 0.28% No change 2,738 $1.8M
Forefront Wealth Management Inc. 1.45% Add +5.5% 2,723 $1.8M
TTP Investments, Inc. 0.59% No change 2,716 $1.8M
Cardiff Park Advisors, LLC 0.16% Add +36.0% 2,712 $1.8M
Venture Visionary Partners LLC 0.07% Reduce -12.7% 2,711 $1.8M
Benjamin Edwards Inc. 0.02% Add +81.8% 2,704 $1.8M
Round Rock Advisors LLC 0.31% Reduce -12.9% 2,697 $1.8M
Griffin Asset Management, Inc. 0.21% Add +126.0% 2,687 $1.8M
Community Bank, N.A. 0.23% Reduce -1.5% 2,675 $1.8M
Entrewealth, LLC 1.23% No change 2,674 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +7.5% 2,657 $1.8M
Safeguard Investment Advisory Group, LLC 0.44% Add +0.4% 2,648 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -9.6% 2,646 $1.8M
Affiance Financial, LLC 0.36% Add +0.1% 2,644 $1.8M
Blue Trust, Inc. 0.02% Add +51.7% 2,639 $1.8M
Redwood Financial Network Corp 1.18% Reduce -7.8% 2,632 $1.7M
Affinity Capital Advisors, LLC 0.30% Add +33.8% 2,630 $1.7M
American Trust 0.16% New 2,624 $1.7M
Quantum Capital Management, LLC / NJ 0.19% New 2,617 $1.7M
Hershey Financial Advisers, LLC 1.54% — 2,597 $1.7M
First National Trust Co 0.06% Reduce -0.1% 2,595 $1.7M
LM Advisors LLC 0.22% No change 2,587 $1.7M
Franklin Resources Inc. 0.00% No change 2,565 $1.7M
Cahill Financial Advisors Inc. 0.21% Add +12.2% 2,548 $1.7M
Autumn Glory Partners, LLC 0.79% Add +0.9% 2,542 $1.7M
Pacific Sun Financial Corp 0.88% Reduce -5.8% 2,540 $1.7M
GC Wealth Management RIA, LLC 0.14% Reduce -9.2% 2,522 $1.7M
North Star Investment Management Corp. 0.12% Add +0.0% 2,512 $1.7M
FineMark National Bank & Trust 0.06% Add +45.7% 2,503 $1.7M
Quintet Private Bank (Europe) S.A. 0.10% Reduce -76.6% 2,500 $1.7M
Baker Avenue Asset Management, LP 0.05% Reduce -2.4% 2,497 $1.7M
Bay Harbor Wealth Management, LLC 0.48% No change 2,495 $1.7M
Zullo Investment Group, Inc. 0.66% Add +0.5% 2,468 $1.6M
Great Valley Advisor Group, Inc. 0.04% Add +0.8% 2,464 $1.6M
Money Concepts Capital Corp. 0.11% Add +5.3% 2,458 $1.6M
Gryphon Financial Partners LLC 0.21% Reduce -40.0% 2,450 $1.6M
Sovereign Financial Group, Inc. 0.33% Add +19.9% 2,415 $1.6M
Berkeley Capital Partners, LLC 0.41% Add +1.4% 2,408 $1.6M
Woodward Diversified Capital, LLC 0.80% Add +184.8% 2,395 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +2.5% 2,364 $1.6M
Towerpoint Wealth, LLC 0.69% Add +24.6% 2,358 $1.6M
Relyea Zuckerberg Hanson LLC 0.18% Reduce -28.3% 2,355 $1.6M
Arlington Trust Co LLC 0.30% Reduce -1.8% 2,350 $1.6M
Fischer Investment Strategies, LLC 1.05% Add +23.5% 2,350 $1.6M
Carnegie Investment Counsel 0.03% No change 2,342 $1.6M
Highland Financial Advisors, LLC 0.50% Add +28.3% 2,341 $1.6M
Consolidated Portfolio Review Corp 0.21% Reduce -4.5% 2,339 $1.6M
RiverFront Investment Group, LLC 0.03% No change 2,336 $1.5M
Beacon Financial Advisory LLC 0.40% Add +0.2% 2,335 $1.5M
Embree Financial Group 0.23% Reduce -0.2% 2,328 $1.5M
McNaughton Wealth Management, LLC 0.69% Add +11.2% 2,322 $1.5M
Rockwood Wealth Management, LLC 0.14% Reduce -9.6% 2,315 $1.5M
Level Wealth Management LLC 0.89% No change 2,313 $1.5M
Pines Wealth Management, LLC 0.54% Add +3.9% 2,276 $1.5M
Elevatus Welath Management 0.51% No change 2,297 $1.5M
Inspire Advisors, LLC 0.16% Add +18.4% 2,290 $1.5M
Pure Financial Advisors, LLC 0.03% Add +7.7% 2,285 $1.5M
Trust Point Inc. 0.14% No change 2,279 $1.5M
Vise Technologies, Inc. 0.06% — 2,271 $1.5M
Plancorp, LLC 0.05% Add +20.4% 2,250 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -2.8% 2,243 $1.5M
Laurel Wealth Advisors LLC 0.22% Add +217.1% 2,242 $1.5M
Ascent Wealth Partners, LLC 0.18% No change 2,240 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +1.9% 2,232 $1.5M
Mainstream Capital Management LLC 1.08% Reduce -1.0% 2,230 $1.5M
Signaturefd, LLC 0.03% Add +53.1% 2,218 $1.5M
Signal Advisors Wealth, LLC 0.11% Add +14.1% 2,209 $1.5M
Diversify Advisory Services, LLC 0.06% Add +23.3% 2,062 $1.5M
American Institute for Advanced Investment Management, LLP 1.02% Reduce -0.4% 2,179 $1.4M
WealthCare Investment Partners, LLC 0.52% Reduce -0.7% 2,136 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +158.9% 2,170 $1.4M
Rinkey Investments 0.43% Reduce -2.7% 2,163 $1.4M
Falcon Wealth Planning 0.14% Add +2.9% 2,147 $1.4M
Long Island Wealth Management, Inc. 0.74% Reduce -10.2% 2,144 $1.4M
Advisory Alpha, LLC 0.04% Add +7.9% 2,138 $1.4M
Simplicity Wealth,LLC 0.06% Add +134.9% 2,135 $1.4M
Regions Financial Corp. 0.01% Reduce -9.7% 2,131 $1.4M
Unique Wealth, LLC 0.23% Add +30.3% 2,118 $1.4M
Secure Asset Management, LLC 0.26% Add +32.4% 2,109 $1.4M
Moloney Securities Asset Management, LLC 0.17% Add +23.4% 2,106 $1.4M
Private Wealth Advisors, LLC 0.55% Add +8.4% 2,105 $1.4M
Berger Financial Group, Inc 0.09% Reduce -0.5% 2,099 $1.4M
Appleton Partners Inc. 0.10% Reduce -12.5% 2,095 $1.4M
Unique Wealth Strategies, LLC 0.58% Reduce -0.4% 2,085 $1.4M
Guardian Wealth Advisors, LLC / NC 0.10% Add +7.2% 2,083 $1.4M
Choate Investment Advisors 0.03% Reduce -0.6% 2,079 $1.4M
Capital Management Associates, Inc 0.44% New 2,078 $1.4M
Csenge Advisory Group 0.07% Add +3.1% 2,272 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Reduce -18.8% 2,074 $1.4M
Stock Yards Bank & Trust Co. 0.05% No change 2,072 $1.4M
Riverbend Wealth Management, LLC 1.04% Add +6.0% 2,070 $1.4M
Riversedge Advisors, LLC 0.27% Reduce -2.1% 2,068 $1.4M
Ritholtz Wealth Management 0.03% Add +1.5% 2,052 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,050 $1.4M
Running Point Capital Advisors, LLC 0.37% No change 2,047 $1.4M
Retirement Planning Co of New England, Inc. 0.60% Add +0.3% 2,046 $1.4M
Castle Wealth Management LLC 0.49% Reduce -0.4% 2,028 $1.3M
JTC Employer Solutions Trustee Ltd 0.13% No change 2,028 $1.3M
Cassaday & Co Wealth Management LLC 0.03% No change 2,025 $1.3M
Outlook Wealth Advisors, LLC 0.34% No change 2,016 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -8.6% 2,015 $1.3M
Capital Square, LLC 0.71% Reduce -2.5% 1,987 $1.3M
Keystone Financial Group 0.12% Reduce -11.5% 2,001 $1.3M
Financial Consulate, Inc. 0.26% New 1,999 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -16.9% 1,998 $1.3M
Capital Squared Financial LLC 1.54% — 1,997 $1.3M
Valley Wealth Managers, Inc. 0.10% Reduce -2.3% 1,997 $1.3M
Alpha Financial Partners LLC 0.95% Add +35.6% 1,990 $1.3M
Aventus Investment Advisors, Inc. 1.18% — 1,983 $1.3M
Independent Advisor Alliance 0.04% Add +112.8% 1,983 $1.3M
Black Diamond Financial, LLC 0.20% Add +6.6% 1,971 $1.3M
Allied Investment Advisors, LLC 0.23% Reduce -10.1% 1,966 $1.3M
Sax Wealth Advisors, LLC 0.08% New 1,960 $1.3M
SYM FINANCIAL Corp 0.14% No change 1,951 $1.3M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.1% 1,942 $1.3M
Riverpoint Wealth Management Holdings, LLC 0.30% Add +0.1% 1,931 $1.3M
JB Capital LLC 0.06% Add +0.1% 1,925 $1.3M
Family Office Research LLC 0.60% Add +82.8% 1,916 $1.3M
Key Financial Inc 0.25% Add +5.1% 1,907 $1.3M
Madison Wealth Partners, Inc 0.27% Reduce -0.1% 1,884 $1.2M
HBW Advisory Services LLC 0.15% Add +38.6% 1,873 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% — 1,873 $1.2M
Regal Investment Advisors LLC 0.09% Add +24.1% 1,869 $1.2M
TAGStone Capital, Inc. 0.51% New 1,772 $1.2M
Kellett Wealth Advisors, LLC 0.80% Add +1.1% 1,854 $1.2M
Sagespring Wealth Partners, LLC 0.03% Reduce -17.1% 1,842 $1.2M
Gill Capital Partners, LLC 0.39% Add +1.4% 1,842 $1.2M
Warwick Investment Management, Inc. 0.24% No change 1,837 $1.2M
Visionary Wealth Advisors 0.06% Add +1.2% 1,837 $1.2M
Rockland Trust Co. 0.06% Reduce -0.3% 1,828 $1.2M
BOS Asset Management, LLC 0.39% No change 1,819 $1.2M
HCR Wealth Advisors 0.14% No change 1,818 $1.2M
Arax Advisory Partners 0.06% Reduce -10.3% 1,817 $1.2M
OneAscent Financial Services LLC 0.09% Add +166.6% 1,805 $1.2M
QRG Capital Management, Inc. 0.01% Reduce -3.7% 1,803 $1.2M
Charter Oak Capital Management, LLC 0.10% Reduce -3.3% 1,802 $1.2M
Nautilus Advisors LLC 0.88% No change 1,800 $1.2M
Cadent Capital Advisors, LLC 0.39% Add +2.2% 1,790 $1.2M
Greenleaf Trust 0.01% No change 1,775 $1.2M
Aviso Wealth Management 0.55% No change 1,770 $1.2M
Coldstream Capital Management Inc. 0.02% Add +140.3% 1,769 $1.2M
Main Street Group, LTD 0.42% Add +4.6% 1,763 $1.2M
Private Wealth Partners, LLC 0.09% No change 1,751 $1.2M
VestGen Advisors, LLC 0.05% Reduce -0.4% 1,731 $1.2M
Conservest Capital Advisors, Inc. 0.11% Add +27.6% 1,738 $1.2M
Confluence Wealth Services, Inc. 0.06% Reduce -4.1% 1,737 $1.2M
Fortis Capital Advisors, LLC 0.20% Add +1.2% 1,719 $1.1M
Altiora Financial Group, LLC 0.22% Add +0.6% 1,707 $1.1M
Capstone Wealth Management Group, LLC 1.09% No change 1,706 $1.1M
Strategic Financial Concepts, LLC 0.16% Reduce -10.0% 1,704 $1.1M
Moment Partners, LLC 0.21% Reduce -0.1% 1,703 $1.1M
Cookson Peirce & Co. Inc. 0.05% Reduce -27.1% 1,688 $1.1M
Gallacher Capital Management LLC 0.52% Reduce -22.2% 1,685 $1.1M
Hoxton Planning & Management, LLC 0.39% Reduce -6.7% 1,685 $1.1M
Strategies Wealth Advisors, LLC 0.12% Reduce -0.1% 1,669 $1.1M
Sowell Financial Services LLC 0.04% Add +12.3% 1,664 $1.1M
Jackson, Grant Investment Advisers, Inc. 0.40% Add +43.1% 1,662 $1.1M
Nova Wealth Management, Inc. 0.81% Reduce -8.7% 1,656 $1.1M
Journey Advisory Group, LLC 0.09% Reduce -1.2% 1,653 $1.1M
KFG Wealth Management, LLC 0.18% New 1,651 $1.1M
Birch Hill Investment Advisors LLC 0.05% No change 1,649 $1.1M
Plante Moran Financial Advisors, LLC 0.08% Reduce -0.1% 1,644 $1.1M
Gries Financial LLC 0.20% Add +49.3% 1,638 $1.1M
Americana Partners, LLC 0.04% Add +10.1% 1,631 $1.1M
HUB Investment Partners, LLC 0.04% Add +34.0% 1,631 $1.1M
Heritage Trust Co 0.12% Add +75.5% 1,627 $1.1M
Arkos Global Advisors 0.15% Reduce -1.2% 1,621 $1.1M
AlphaStar Capital Management, LLC 0.08% Add +17.7% 1,616 $1.1M
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.7% 1,608 $1.1M
Market Street Wealth Management Advisors LLC 0.17% Reduce -7.1% 1,604 $1.1M
Goelzer Investment Management, Inc. 0.06% Reduce -3.7% 1,601 $1.1M
SG Americas Securities, LLC 0.00% Add +70.3% 1,592 $1.1M
Northeast Financial Consultants Inc 0.04% No change 1,591 $1.1M
Bensler, LLC 0.12% Add +0.2% 1,587 $1.1M
Redhawk Wealth Advisors, Inc. 0.13% Add +0.4% 1,584 $1.1M
Flagship Wealth Advisors, LLC 0.40% Add +0.9% 1,582 $1.0M
Ledyard National Bank 0.10% Reduce -3.3% 1,579 $1.0M
McKinley Carter Wealth Services, Inc. 0.06% Add +1.7% 1,578 $1.0M
PDS Planning, Inc 0.08% Add +1.0% 1,573 $1.0M
Beacon Investment Advisory Services, Inc. 0.05% No change 1,572 $1.0M
Bogart Wealth, LLC 0.04% No change 1,571 $1.0M
Kropog Financial Group, LLC 0.91% Reduce -0.8% 1,567 $1.0M
Red Door Wealth Management, LLC 0.12% Add +143.2% 1,564 $1.0M
Latitude Advisors, LLC 0.52% Add +0.5% 1,561 $1.0M
Cannell & Spears LLC 0.02% No change 1,558 $1.0M
Wealthstar Advisors, LLC 0.39% No change 1,555 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.12% Add +13.7% 1,553 $1.0M
Red Lighthouse Investment Management, LLC 0.39% No change 1,553 $1.0M
PBMares Wealth Management LLC 0.19% Reduce -3.9% 1,546 $1.0M
Chesapeake Wealth Management 0.34% Add +1.0% 1,537 $1.0M
Maripau Wealth Management LLC 0.51% Add +15.6% 1,534 $1.0M
Ballentine Partners, LLC 0.02% No change 1,528 $1.0M
Wellspring Financial Advisors, LLC 0.09% Add +0.5% 1,525 $1.0M
Altus Wealth Management, LLC 0.48% Reduce -31.4% 1,513 $1.0M
Sequent Planning LLC 0.32% Add +0.4% 1,512 $1.0M
Blue Fin Capital, Inc. 0.17% Add +8.7% 1,511 $1.0M
GenTrust, LLC 0.05% No change 1,507 $1000K
Coastal Bridge Advisors, LLC 0.08% New 1,506 $999K
17 Capital Partners, LLC 0.57% Add +15.1% 1,501 $996K
May Hill Capital, LLC 0.33% Add +211.5% 1,492 $990K
Fairview Capital Investment Management, LLC 0.05% No change 1,483 $984K
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -9.1% 1,478 $980K
North Forty Two & Co. 1.03% Reduce -7.9% 1,466 $972K
Cutler Investment Counsel LLC 0.11% Reduce -7.6% 1,463 $971K
McClarren Financial Advisors, Inc. 0.63% Reduce -54.6% 1,462 $970K
Florida Financial Advisors, LLC 0.23% Add +223.0% 1,460 $968K
Cascades Capital Asset Management, LLC 0.50% Add +17.0% 1,451 $963K
WNY Asset Management, LLC 0.11% Reduce -1.2% 1,443 $957K
Dunhill Financial, LLC 0.28% Add +351.3% 1,435 $952K
VSM Wealth Advisory, LLC 0.31% Add +7.6% 1,431 $949K
Parsons Capital Management Inc. 0.06% Reduce -12.5% 1,430 $948K
Grove Street Fiduciary, LLC 0.46% No change 1,428 $947K
Wilson & Boucher Capital Management, LLC 0.66% Add +3.6% 1,425 $945K
Brown, Lisle/Cummings, Inc. 0.25% Add +59.0% 1,415 $939K
FSM Wealth Advisors, LLC 0.15% Add +1.6% 1,402 $937K
Comprehensive Financial Planning, Inc. 0.74% Add +0.1% 1,412 $937K
Centricity Wealth Management, LLC 0.75% Reduce -2.3% 1,408 $934K
Mill Creek Capital Advisors, LLC 0.02% Add +2.8% 1,405 $932K
Selective Wealth Management, Inc. 0.34% Reduce -0.1% 1,377 $932K
Tidemark, LLC 0.30% Reduce -0.4% 1,394 $925K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $923K
Vestmark Advisory Solutions, Inc. 0.01% Add +7.5% 1,390 $922K
M.E. Allison & Co., Inc. 0.74% No change 1,388 $921K
Topsail Wealth Management, LLC 0.17% Add +77.5% 1,388 $921K
Garrison Point Advisors, LLC 0.42% Add +0.4% 1,387 $920K
BIP Wealth, LLC 0.06% Reduce -10.9% 1,387 $920K
NorthLanding Financial Partners, LLC 0.81% Reduce -1.1% 1,378 $914K
Debussy Capital Management LP 0.14% Reduce -11.1% 1,371 $909K
Shepherd Financial Partners LLC 0.10% Add +0.1% 1,371 $909K
Waters Parkerson & Co., LLC 0.05% No change 1,366 $906K
LFA - Lugano Financial Advisors SA 0.53% No change 1,350 $895K
Trust Co. of Toledo NA 0.10% New 1,349 $895K
Fonville Wealth Management LLC 0.23% Reduce -16.0% 1,348 $894K
Brooklyn Investment Group 0.12% Add +2882.2% 1,342 $890K
Gateway Wealth Partners, LLC 0.17% Add +46.1% 1,330 $882K
Performance Wealth Partners, LLC 0.03% Add +11.1% 1,330 $882K
Capital Investment Advisory Services, LLC 0.07% Add +0.1% 1,326 $880K
Holderness Investments Co. 0.19% Add +4.6% 1,326 $880K
Financial Advocates Investment Management 0.07% Reduce -4.3% 1,326 $879K
Avior Wealth Management, LLC 0.03% Reduce -13.5% 1,317 $874K
RAM Investment Partners, LLC 0.18% No change 1,317 $874K
Salem Investment Counselors Inc. 0.03% Add +236.6% 1,316 $873K
Legacy Edge Advisors, LLC 0.12% Reduce -6.5% 1,314 $872K
Southern Capital Advisors, LLC 0.45% Add +0.1% 1,313 $871K
Bonfire Financial 0.71% Add +29.8% 1,311 $870K
2UniFi Bank 0.49% Add +4.4% 1,308 $868K
Aspect Partners, LLC 0.43% New 1,303 $864K
Chokshi & Queen Wealth Advisors, Inc 0.50% No change 1,303 $864K
Maia Wealth LLC 0.16% Reduce -0.8% 1,302 $863K
Greenhouse Wealth Management, LLC 0.55% No change 1,287 $854K
Arete Wealth Advisors, LLC 0.06% Reduce -11.8% 1,286 $853K
Bell Bank 0.04% No change 1,281 $850K
SVB Wealth LLC 0.05% Reduce -21.8% 1,280 $849K
Telos Capital Management, Inc. 0.09% Add +18.1% 1,269 $842K
Chapin Davis, Inc. 0.23% No change 1,268 $841K
Convergence Financial, LLC 0.14% Reduce -9.3% 1,267 $840K
Financial Insights, Inc. 0.31% Add +12.4% 1,260 $836K
Mfa Wealth Advisors, LLC 0.20% Reduce -22.3% 1,256 $833K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.9% 1,255 $832K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +12.6% 1,254 $832K
KMG Fiduciary Partners, LLC 0.06% Reduce -0.1% 1,251 $830K
Lake Street Private Wealth, LLC 0.12% Add +1.9% 1,241 $824K
Financial Guidance Group, Inc. 0.40% No change 1,241 $823K
Albion Financial Group 0.05% No change 1,239 $822K
Midwestern Financial, LLC 0.77% — 1,232 $817K
Noesis Capital Mangement Corp. 0.14% Reduce -5.7% 1,232 $817K
Southland Equity Partners LLC 0.18% No change 1,231 $816K
HRC Wealth Management, LLC 0.43% Add +0.2% 1,227 $814K
Hillcrest Wealth Advisors - NY, LLC 0.38% Reduce -22.2% 1,225 $813K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.6% 1,218 $808K
Modern Wealth Management, LLC 0.02% Reduce -5.0% 1,211 $803K
Accretive Wealth Partners, LLC 0.26% No change 1,211 $803K
Astoria Portfolio Advisors LLC. 0.23% Reduce -7.8% 1,166 $802K
Integrity Alliance, Llc. 0.04% Reduce -65.2% 1,205 $799K
Ancora Advisors LLC 0.02% Add +4.7% 1,200 $796K
Patrick M Sweeney & Associates, Inc. 0.55% Add +8.9% 1,178 $794K
Stratos Investment Management, LLC 0.04% Add +91.8% 1,195 $793K
Nilsine Partners, LLC 0.08% Add +1.7% 1,190 $789K
Passive Capital Management, LLC. 0.25% No change 1,201 $788K
Venturi Wealth Management, LLC 0.04% Reduce -38.6% 1,188 $788K
CX Institutional 0.03% Add +422.9% 1,187 $787K
Apella Capital, LLC 0.02% Add +4.5% 1,174 $784K
Eagle Strategies LLC 0.12% Add +0.2% 1,177 $781K
Rothschild Wealth LLC 0.19% Add +32.2% 1,175 $780K
State Street Corp. 0.00% Reduce -18.0% 1,172 $777K
Empirical Asset Management, LLC 0.24% No change 1,164 $772K
Mission Creek Capital Partners, Inc. 0.17% Reduce -1.7% 1,163 $771K
United Advisor Group, LLC 0.13% Add +9.1% 1,163 $771K
Diversified Portfolios, Inc. 0.07% Reduce -1.2% 1,162 $771K
TFB Advisors LLC 0.20% Add +22.3% 1,151 $763K
Alteri Wealth LLC 0.30% Reduce -13.5% 1,150 $763K
Gilman Hill Asset Management, LLC 0.12% Add +43.3% 1,146 $760K
Koss-Olinger Consulting, LLC 0.06% Reduce -0.2% 1,146 $760K
McCollum Christoferson Group LLC 0.23% No change 1,142 $757K
Stonegate Investment Group, LLC 0.02% No change 1,140 $756K
Atlas Private Wealth Advisors 0.10% No change 1,138 $755K
North Star Asset Management Inc. 0.03% Reduce -55.8% 1,137 $754K
Physicians Financial Services, Inc. 0.22% No change 1,135 $753K
Advyzon Investment Management, LLC 0.17% Reduce -7.7% 1,134 $752K
Shelton Capital Management 0.02% Add +25.8% 1,132 $751K
Narus Financial Partners, LLC 0.23% Reduce -10.0% 1,128 $748K
Proffitt & Goodson Inc. 0.11% Reduce -2.4% 1,125 $746K
Montis Financial, LLC 0.21% No change 1,122 $744K
Charter Research & Investment Group, Inc. 0.55% No change 1,120 $743K
Diversified Trust Co. 0.02% Reduce -1.6% 1,119 $742K
Becker Capital Management Inc. 0.02% Reduce -41.4% 1,118 $742K
Werba Rubin Papier Wealth Management 0.14% No change 1,117 $741K
Concord Asset Management, LLC 0.11% Add +88.4% 1,117 $741K
Concord Wealth Partners 0.11% Add +0.8% 1,117 $741K
Luts & Greenleigh Group, Inc. 0.71% No change 1,114 $739K
American Capital Advisory, LLC 0.37% Reduce -3.5% 1,114 $739K
Scissortail Wealth Management, LLC 0.18% Reduce -2.4% 1,113 $738K
Parkside Advisors LLC 0.16% No change 1,108 $735K
MPS Loria Financial Planners, LLC 0.22% Add +0.3% 1,106 $734K
October Effect Ltd 0.88% — 1,103 $732K
Union Bancaire Privee, UBP SA 0.01% No change 1,114 $731K
Advisory Resource Group 0.14% Add +0.3% 1,100 $730K
Stegent Equity Advisors, Inc. 0.65% Reduce -5.5% 1,099 $729K
Lauterbach Financial Advisors, LLC 0.40% No change 1,098 $728K
Clare Market Investments LLC 0.16% Add +0.1% 1,098 $728K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.4% 1,091 $724K
Claret Asset Management Corp 0.09% No change 1,088 $722K
Councilor Wealth, LLC 0.34% Reduce -4.0% 1,087 $722K
Graves Light Lenhart Wealth, Inc. 0.09% No change 1,087 $721K
Twin Peaks Wealth Advisors, LLC 0.23% Reduce -0.1% 1,016 $717K
Strait & Sound Wealth Management LLC 0.30% Reduce -2.4% 1,081 $717K
Belmont Capital, LLC 0.11% No change 1,080 $716K
Howard Wealth Management, LLC 0.36% Reduce -0.8% 1,080 $716K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -2.5% 1,077 $715K
Glass Jacobson Investment Advisors llc 0.27% Add +32.1% 1,075 $713K
Moser Wealth Advisors, LLC 0.34% Reduce -4.5% 1,071 $710K
Argent Trust Co 0.03% Add +3.4% 1,071 $710K
Alpha Cubed Investments, LLC 0.03% Reduce -12.6% 1,068 $708K
Elevation Point Wealth Partners, LLC 0.05% Reduce -2.1% 1,061 $704K
Mattern Wealth Management LLC 0.15% Reduce -15.7% 1,061 $704K
Wealth Effects LLC 0.26% No change 1,056 $701K
Richmond Investment Services, LLC 0.15% New 1,051 $697K
Wingate Wealth Advisors, Inc. 0.62% Add +5.5% 1,050 $697K
Ingalls & Snyder LLC 0.02% Reduce -42.7% 1,045 $693K
Peak Retirement Planning, Inc. 0.28% Add +24.2% 1,041 $691K
Everhart Financial Group, Inc. 0.08% No change 1,041 $690K
Significant Wealth Partners LLC 0.34% New 1,039 $689K
High Note Wealth, LLC 0.16% No change 1,039 $689K
BOK Financial Private Wealth, Inc. 0.05% Reduce -0.8% 1,039 $689K
Fairvoy Private Wealth, LLC 0.17% Reduce -4.5% 1,034 $686K
Hudock, Inc. 0.11% Add +0.1% 1,031 $684K
Quantum Private Wealth, LLC 0.22% No change 1,030 $683K
Mascagni Wealth Management, Inc. 0.58% Add +0.1% 1,029 $682K
Paragon Private Wealth Management, LLC 0.27% Reduce -0.7% 1,027 $681K
J. L. Bainbridge & Co., Inc. 0.06% Add +0.3% 1,027 $681K
Financial Council, LLC 0.33% No change 1,024 $679K
RB Capital Management, LLC 0.16% No change 1,019 $676K
Accurate Wealth Management, LLC 0.10% Reduce -1.1% 1,000 $675K
SilverOak Wealth Management LLC 0.13% Add +101.4% 1,013 $672K
Sonata Capital Group Inc. 0.27% Add +5.9% 1,005 $667K
Zacks Investment Management 0.01% Reduce -23.9% 1,005 $666K
Integris Wealth Management, LLC 0.17% Add +18.8% 1,003 $665K
Bawa N Mallick Trust 0.27% No change 1,000 $663K
Alpine Woods Capital Investors, LLC 0.16% No change 1,000 $663K
Marshall Financial Group Inc. 0.20% Add +0.1% 999 $662K
Chris Bulman Inc 0.38% No change 994 $659K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.1% 994 $659K
Bare Financial Services, Inc 0.22% Add +4.2% 990 $657K
ORBA Wealth Advisors, L.L.C. 0.60% Reduce -45.5% 990 $657K
Verdence Capital Advisors LLC 0.04% Add +0.7% 990 $656K
First American Trust, FSB 0.05% New 988 $655K
Peoples Bank 0.40% Reduce -4.2% 984 $653K
Patten & Patten Inc. 0.04% Add +0.4% 984 $653K
Welch & Forbes LLC 0.01% Add +43.0% 981 $651K
First Trust Advisors LP 0.00% Add +17.9% 980 $650K
One Capital Management, LLC 0.02% Add +10.5% 975 $647K
Stevens Capital Partners 0.23% Reduce -8.9% 932 $645K
Silverlake Wealth Management LLC 0.19% Reduce -15.8% 970 $644K
Tradewinds, LLC. 0.49% Reduce -82.8% 969 $643K
Merkkuri Wealth Advisors LLC 0.49% Add +24.6% 969 $643K
PKS Advisory Services, LLC 0.16% Reduce -10.3% 969 $643K
Squire Investment Management Company, LLC 0.24% No change 966 $641K
IVC Wealth Advisors LLC 0.31% Add +11.6% 962 $638K
High Falls Advisors, Inc 0.14% Add +3.2% 960 $637K
Integral Investment Advisors, Inc. 0.18% No change 958 $636K
Lynx Investment Advisory 0.41% Add +0.1% 956 $634K
Chemung Canal Trust Co. 0.13% No change 954 $633K
Ascentis Independent Advisors 0.12% Reduce -6.6% 950 $630K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.5% 944 $626K
Kane Investment Management, Inc. 0.33% Reduce -19.4% 939 $623K
Koshinski Asset Management, Inc. 0.05% Add +22.2% 937 $621K
Headinvest, LLC 0.13% Reduce -3.1% 936 $621K
D'Orazio & Associates, Inc. 0.09% Reduce -2.2% 936 $621K
Baltimore-Washington Financial Advisors, Inc. 0.03% No change 928 $615K
Root Financial Partners, LLC 0.06% Add +86.9% 927 $615K
Sepio Capital, LP 0.04% Reduce -3.0% 927 $615K
Sigma Investment Counselors Inc. 0.03% Add +27.0% 926 $614K
Calton & Associates, Inc. 0.11% Add +33.0% 926 $614K
Axos Invest Inc. 0.46% Reduce -6.3% 925 $614K
Colonial Trust Co / SC 0.09% Add +1.4% 922 $612K
FAS Wealth Partners, Inc. 0.05% Add +4.8% 922 $611K
Timonier Family Office, LTD. 0.23% No change 920 $610K
Mengis Capital Management, Inc. 0.13% No change 918 $609K
Terra Nova Asset Management LLC 0.42% No change 915 $607K
Lunt Capital Management, Inc. 0.23% No change 915 $607K
Harbor Investment Advisory, LLC 0.05% Add +0.1% 915 $607K
Heritage Wealth Advisors 0.03% Reduce -2.7% 913 $606K
Aspen Investment Management Inc 0.25% No change 908 $602K
Myecfo, LLC 0.29% Add +61.5% 906 $601K
Holistic Financial Partners 0.26% Add +11.5% 903 $599K
Level Four Advisory Services, LLC 0.02% Reduce -21.3% 901 $598K
Marble Harbor Investment Counsel, LLC 0.07% No change 900 $597K
Burney Co./ 0.02% Reduce -4.9% 898 $596K
Bedel Financial Consulting, Inc. 0.08% No change 895 $594K
Financial Life Advisors 0.20% No change 892 $592K
Clearwater Capital Advisors, LLC 0.05% No change 891 $591K
Journey Strategic Wealth LLC 0.02% Reduce -38.0% 890 $590K
Legacy Wealth Management, LLC / MS 0.18% Reduce -50.4% 888 $589K
St Germain D J Co. Inc. 0.03% Reduce -6.2% 887 $588K
Riverview Capital Advisers, LLC 0.17% No change 885 $587K
Optima Capital LLC 0.32% Reduce -40.1% 885 $587K
Collaborative Wealth Managment Inc. 0.26% No change 885 $587K
Mayfair Advisory Group, LLC 0.28% Add +1.2% 837 $585K
EverSource Wealth Advisors, LLC 0.03% Reduce -17.0% 881 $585K
Ellevest, Inc. 0.09% No change 878 $582K
Evelyn Partners Investment Management LLP 0.02% Add +2.3% 873 $579K
Verus Capital Partners, LLC 0.05% Reduce -9.9% 872 $579K
Soundwatch Capital LLC 0.10% No change 873 $573K
Bank of Marin 0.43% New 864 $573K
Eubel Brady & Suttman Asset Management Inc. 0.08% Add +115.5% 864 $573K
Thoroughbred Financial Services, LLC 0.04% Reduce -13.4% 862 $572K
Keel Point, LLC 0.04% Reduce -0.1% 861 $571K
Rothschild Investment LLC 0.04% Add +11.8% 853 $566K
JFS Wealth Advisors, LLC 0.04% No change 853 $566K
Welch Group, LLC 0.02% No change 852 $565K
Simplex Trading, LLC 0.02% New 851 $564K
Westmount Partners, LLC 0.15% Add +5.6% 850 $564K
Private Client Services, LLC 0.22% Add +7.1% 848 $563K
Payne Capital Management, LLC 0.22% No change 847 $562K
Cambria Investment Management, L.P. 0.04% New 844 $560K
Empowered Funds, LLC 0.01% New 844 $560K
Brass Tax Wealth Management, Inc. 0.11% Add +13.9% 842 $559K
Interchange Capital Partners, LLC 0.13% Reduce -1.2% 841 $557K
LexAurum Advisors, LLC 0.09% Reduce -1.4% 838 $556K
RFG Holdings, Inc. 0.16% Add +14.2% 835 $554K
Eastern Bank 0.01% Add +15.4% 833 $553K
Sweeney & Michel, LLC 0.20% Add +0.1% 819 $549K
IPG Investment Advisors LLC 0.11% Reduce -20.4% 823 $546K
Moneco Advisors, LLC 0.05% No change 822 $545K
Liberty Square Wealth Partners LLC 0.19% No change 820 $544K
WealthPlan Investment Management, LLC 0.04% Add +33.0% 819 $543K
Hudson Capital Management LLC 0.16% New 815 $541K
Red Mountain Financial, LLC 0.59% Reduce -17.2% 806 $535K
Legacy Financial Group, Inc. 0.16% Add +112.1% 806 $534K
Graypoint LLC 0.03% Add +15.7% 805 $534K
Wealth Advisors Northwest LLC 0.28% No change 804 $533K
GSG Advisors LLC 0.15% Reduce -17.2% 800 $531K
Biltmore Family Office, LLC 0.09% No change 800 $531K
CFS Investment Advisory Services, LLC 0.04% No change 799 $530K
Penobscot Investment Management Company, Inc. 0.04% Reduce -5.4% 793 $526K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -0.4% 792 $525K
VERITY Wealth Advisors 0.35% No change 790 $524K
Howe & Rusling Inc. 0.04% Add +0.1% 787 $522K
Monograph Wealth Advisors, LLC 0.06% Add +1.3% 786 $521K
WealthBridge Capital Management, LLC 0.13% Add +2.5% 786 $521K
Grey Fox Wealth Advisors, LLC 0.12% Add +0.1% 785 $521K
Kickstand Ventures, Llc. 0.12% Reduce -6.2% 784 $520K
R. W. Roge & Company, Inc. 0.30% Add +46.0% 784 $520K
Keudell/Morrison Wealth Management 0.11% Add +53.5% 775 $514K
Caitlin John, LLC 0.47% Reduce -1.5% 775 $514K
Matrix Private Capital Group LLC 0.30% No change 772 $512K
Beckerman Institutional, LLC 0.34% Reduce -1.9% 772 $512K
Coppell Advisory Solutions LLC 0.06% Add +1.3% 779 $511K
DMKC Advisory Services, LLC 0.27% Add +48.5% 744 $510K
1834 Investment Advisors Co. 0.06% No change 768 $509K
Hamilton Point Investment Advisors, LLC 0.08% No change 768 $509K
Fortitude Advisory Group L.L.C. 0.29% Add +0.8% 768 $509K
Rakuten Securities, Inc. 0.20% Reduce -16.3% 767 $509K
Crews Bank & Trust 0.08% No change 767 $509K
Heritage Financial Services, LLC 0.05% Reduce -24.5% 765 $507K
Johnson Financial Group, Inc. 0.02% No change 765 $507K
Ipsen Advisor Group LLC 0.39% No change 765 $507K
Founders Financial Securities LLC 0.04% Add +1.1% 764 $507K
National Bank of Canada 0.00% Add +13.9% 764 $506K
Continuum Advisory, LLC 0.06% Reduce -4.9% 763 $506K
My Personal CFO, LLC 0.23% Add +0.1% 761 $505K
Aaron Wealth Advisors LLC 0.05% No change 760 $504K
Private Trust Co. NA 0.05% Reduce -40.8% 757 $502K
Kathmere Capital Management, LLC 0.04% Reduce -14.3% 757 $502K
TCI Wealth Advisors, Inc. 0.03% No change 757 $502K
Millennium Capital Advisors, LLC 0.33% Add +0.1% 757 $502K
Summit X, LLC 0.09% Add +100.0% 754 $500K
FSA Advisors, Inc. 0.41% Add +4.9% 751 $498K
Correct Capital Wealth Management 0.10% No change 751 $498K
Founders Financial Alliance, LLC 0.11% Reduce -3.8% 751 $498K
Westside Investment Management, Inc. 0.09% Reduce -8.9% 751 $497K
Spirepoint Private Client, LLC 0.06% Add +0.4% 749 $497K
Lion Street Advisors, LLC 0.15% Add +4.0% 746 $495K
Sims Investment Management, LLC 0.20% Add +1.4% 745 $494K
Caliber Wealth Management, LLC / KS 0.05% Reduce -1.9% 743 $493K
Fjell Capital, LLC 0.46% Reduce -6.1% 741 $491K
Prosperity Consulting Group, LLC 0.04% Reduce -0.4% 741 $491K
SeaBridge Investment Advisors LLC 0.09% No change 740 $491K
Fourth Dimension Wealth, LLC 0.21% No change 740 $491K
Saxony Capital Management, LLC 0.38% Add +29.1% 740 $491K
Orcam Financial Group 0.42% Add +7.0% 735 $488K
Integrity Financial Corp 0.25% Add +299.5% 735 $487K
Rossby Financial, LCC 0.18% Reduce -2.0% 733 $486K
Onyx Bridge Wealth Group LLC 0.06% Reduce -10.2% 733 $486K
Cerro Pacific Wealth Advisors LLC 0.13% Add +1.3% 730 $484K
Sapient Capital LLC 0.01% No change 729 $484K
Procyon Advisors, LLC 0.05% Reduce -3.2% 729 $483K
Semus Wealth Partners LLC 0.31% Add +30.8% 727 $482K
Bay Capital Advisors, LLC 0.37% No change 724 $480K
Garrett Wealth Advisory Group, LLC 0.10% Reduce -2.4% 724 $480K
First Manhattan Co. Llc. 0.00% Reduce -14.6% 724 $480K
Clarkston Capital Partners, LLC 0.01% No change 722 $479K
Northstar Group, Inc. 0.08% No change 721 $478K
Earned Wealth Advisors, LLC 0.09% Reduce -12.2% 721 $478K
American Investment Services, Inc. 0.12% Reduce -9.4% 720 $478K
Rational Advisors, Inc. 0.05% Add +112.4% 720 $478K
Bigelow Investment Advisors, LLC 0.21% No change 715 $474K
Boreal Capital Management LLC 0.45% — 712 $473K
Sfmg, LLC 0.04% No change 712 $472K
CGN Advisors LLC 0.04% Add +11.3% 711 $472K
Florida Trust Wealth Management Co 0.01% Add +38.1% 711 $472K
PICTET BANK & TRUST Ltd 0.55% No change 710 $471K
Fragasso Financial Advisors Inc 0.03% Add +5.2% 709 $470K
InTrack Investment Management Inc 0.32% Reduce -1.0% 707 $469K
Nvest Financial, LLC 0.24% Add +0.1% 704 $467K
HM Payson & Co. 0.01% Reduce -69.1% 703 $466K
UNIVEST FINANCIAL Corp 0.03% No change 701 $465K
Acas, LLC 0.31% Add +48.3% 657 $465K
Triton Financial Group Inc 0.34% — 700 $464K
apricus wealth, LLC 0.27% No change 700 $464K
Progressive Investment Management Corp 0.12% No change 700 $464K
Van Cleef Asset Management,Inc 0.05% No change 700 $464K
Solutions 4 Wealth, Ltd 0.77% No change 697 $462K
FWL Investment Management, LLC 0.14% No change 697 $462K
Paragon Financial Partners, Inc. 0.32% Add +0.1% 697 $462K
Lee Financial Co 0.07% No change 695 $461K
Jaffetilchin Investment Partners, LLC 0.03% Add +8.6% 694 $461K
Corbyn Investment Management Inc. 0.21% Reduce -2.5% 692 $459K
Archer Investment Corp 0.11% No change 690 $457K
United Community Bank 0.16% Add +13.2% 685 $454K
Wealth Alliance, LLC 0.05% No change 683 $453K
Destination Wealth Management 0.01% Reduce -8.0% 682 $453K
Advisor Resource Council 0.22% Reduce -89.7% 680 $451K
Talisman Wealth Advisors LLC 0.41% No change 678 $450K
Missouri Trust & Investment Co 0.15% No change 675 $448K
Clear Creek Financial Management, LLC 0.04% Reduce -40.0% 675 $447K
Sheets Smith Wealth Management 0.05% Add +0.5% 674 $447K
Sterling Wealth Management, Inc. 0.15% — 674 $447K
Everpar Advisors LLC 0.20% Add +5.7% 673 $446K
Citadel Advisors 0.00% Reduce -97.2% 671 $445K
Fermata Advisors, LLC 0.12% Reduce -15.2% 669 $444K
Objective Capital Management, LLC 0.50% Add +0.1% 668 $443K
Ironwood Investment Counsel, LLC 0.07% Reduce -4.6% 667 $443K
Stonebridge Financial Group, LLC 0.04% Reduce -1.8% 665 $441K
SP Asset Management LLC 0.04% Add +14.8% 665 $441K
Retirement Solution LLC 0.11% Add +0.8% 664 $441K
Alexander Randolph Advisory, Inc. 0.39% No change 664 $440K
Nicolet Bankshares Inc. 0.08% No change 664 $440K
Accel Wealth Management 0.15% Reduce -11.3% 662 $439K
Acropolis Investment Management, LLC 0.02% No change 660 $438K
Inspirion Wealth Advisors, LLC 0.06% Add +10.4% 656 $435K
Courier Capital LLC 0.03% No change 653 $433K
MKT Advisors LLC 0.17% Add +17.1% 659 $433K
Arthur M. Cohen & Associates, LLC 0.08% No change 647 $429K
Crown Wealth Group, LLC 0.16% Add +37.5% 646 $428K
Flywheel Private Wealth LLC 0.34% No change 646 $428K
Canal Capital Management, LLC 0.07% No change 645 $428K
Howland Capital Management LLC 0.02% Add +43.1% 644 $427K
Consultiva Wealth Management, Corp. 1.32% No change 643 $426K
Milestones Private Investment Advisors LLC 0.32% — 643 $426K
Chemistry Wealth Management LLC 0.09% Reduce -12.7% 642 $426K
Scientech Research LLC 0.10% Reduce -26.4% 642 $426K
Baron Financial Group, LLC 0.25% No change 638 $423K
Forvis Mazars Wealth Advisors, LLC 0.01% New 636 $422K
Jericho Financial, LLP 0.28% Add +1.4% 635 $421K
Crumly & Associates Inc. 0.10% New 634 $421K
Grantvest Financial Group LLC 0.31% No change 633 $420K
Taylor & Morgan Wealth Management, LLC 0.28% No change 632 $419K
Frisch Financial Group, Inc. 0.10% Add +22.3% 631 $419K
PUREfi Wealth, LLC 0.33% Reduce -23.1% 631 $419K
Guerra Advisors Inc 0.20% Reduce -85.4% 629 $417K
Collective Family Office LLC 0.11% Add +14.4% 629 $417K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -9.4% 629 $417K
Ellis Investment Partners, LLC 0.08% Add +0.2% 629 $417K
Arcus Capital Partners, LLC 0.18% Reduce -1.6% 627 $416K
Security National Bank 0.07% Reduce -2.3% 627 $416K
Townsend & Associates, Inc 0.04% No change 603 $415K
Mezzasalma Advisors, LLC 0.12% Reduce -0.3% 625 $415K
360 Financial, Inc. 0.13% Reduce -0.2% 622 $413K
Sonora Investment Management Group, LLC 0.03% Reduce -1.6% 622 $412K
Mustard Seed Financial, LLC 0.30% Reduce -5.8% 621 $412K
Aprio Wealth Management, LLC 0.05% Add +28.0% 621 $412K
Ashton Thomas Securities, LLC 0.10% Reduce -11.4% 620 $411K
Arrowroot Family Office, LLC 0.18% — 620 $411K
HBK Sorce Advisory LLC 0.01% No change 616 $409K
Bridges Investment Management Inc. 0.01% No change 615 $408K
Avalon Capital Management 0.11% No change 610 $405K
Cadence Bank 0.03% No change 610 $405K
Octavia Wealth Advisors, LLC 0.05% Reduce -3.8% 606 $402K
Capstone Financial Advisors, Inc. 0.02% Add +1.0% 605 $401K
Mb, Levis & Associates, LLC 0.18% No change 604 $401K
Wealthspan Partners, LLC 0.17% New 604 $401K
American Asset Management Inc. 0.37% No change 600 $398K
Investment Advisory Services Inc. /TX 0.13% No change 600 $398K
Liberty Capital Management, Inc. 0.08% No change 600 $398K
Financial Advisors, LLC 0.07% No change 600 $398K
Grove Bank & Trust 0.05% Add +20.0% 600 $398K
Caldwell Trust Co 0.04% No change 600 $398K
Bank of Hawaii 0.02% New 600 $398K
Ameriflex Group, Inc. 0.21% Reduce -15.7% 605 $398K
Capital Insight Partners, LLC 0.07% No change 599 $397K
Sandy Cove Advisors, LLC 0.14% New 598 $397K
Garden State Investment Advisory Services LLC 0.11% No change 597 $396K
Breakwater Investment Management 0.15% No change 597 $396K
Thrive Capital Management, LLC 0.12% New 597 $396K
RDA Financial Network 0.11% Add +3.8% 595 $395K
Roman Butler Fullerton & Co. 0.12% Add +0.2% 573 $394K
Martin Worley Group 0.19% Add +4.0% 594 $394K
Glassman Wealth Services 0.06% No change 593 $393K
Kraematon Investment Advisors, Inc. 0.37% Reduce -8.6% 592 $393K
Connecticut Wealth Management, LLC 0.02% Add +34.9% 591 $392K
Second Line Capital, LLC 0.09% Add +1.7% 590 $391K
Cura Wealth Advisors, LLC 0.18% No change 588 $390K
Trexquant Investment LP 0.00% Reduce -23.3% 586 $389K
Grey Ledge Advisors, LLC 0.10% Add +223.6% 1,479 $388K
Balanced Wealth Group LLC 0.17% No change 560 $387K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 583 $387K
Astra Wealth Partners LLC 0.31% Add +31.4% 581 $385K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -3.8% 580 $385K
Westwood Holdings Group Inc. 0.00% Reduce -52.4% 578 $383K
Tanager Wealth Management LLP 0.05% Add +7.9% 576 $382K
Hilltop Partners LLC 0.12% New 576 $382K
Petix & Botte Co 0.09% Add +8.3% 574 $381K
MBE Wealth Management, LLC 0.17% Reduce -0.3% 574 $381K
Faithward Advisors, LLC 0.06% Add +18.6% 574 $381K
Fearless Solutions, LLC dba Best Invest 0.27% Add +1.4% 573 $380K
DF Dent & Co. Inc. 0.00% No change 572 $379K
Yoder Wealth Management, Inc. 0.20% No change 571 $379K
RVW Wealth, LLC 0.03% Add +1.2% 570 $378K
Colton Groome Financial Advisors, LLC 0.13% No change 570 $378K
RCS Financial Planning, LLC 0.19% Add +3.1% 569 $377K
Van Strum & Towne Inc. 0.12% No change 568 $377K
Bridge Creek Capital Management LLC 0.11% Add +5.8% 568 $377K
Parisi Gray Wealth Management 0.11% Add +0.2% 567 $376K
CCG Wealth Management, LLC 0.20% Reduce -21.8% 567 $376K
Compass Advisory Group LLC 0.12% No change 566 $376K
World Equity Group, Inc. 0.10% Add +29.7% 564 $374K
Mystic Asset Management, Inc. 0.09% No change 563 $373K
Syntegra Private Wealth Group, LLC 0.04% No change 563 $373K
Key Client Fiduciary Advisors, LLC 0.15% No change 561 $372K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 560 $372K
Values First Advisors, Inc. 0.20% No change 560 $371K
Armor Investment Advisors, LLC 0.14% No change 560 $371K
Greenfield Seitz Capital Management, LLC 0.13% No change 560 $371K
Independent Wealth Network Inc. 0.14% Add +11.3% 560 $371K
Signature Wealth Management Partners, LLC 0.21% No change 557 $369K
Foundation Wealth Management, LLC\PA 0.16% Reduce -5.0% 557 $369K
Stonebridge Capital Advisors LLC 0.03% New 557 $369K
Lesa Sroufe & Co 0.34% Reduce -50.0% 557 $369K
Capital Asset Advisory Services LLC 0.02% No change 561 $368K
Facet Wealth, Inc. 0.01% Reduce -2.6% 531 $367K
LJI Wealth Management, LLC 0.06% New 553 $367K
First National Bank of Omaha 0.02% No change 553 $367K
Boltwood Capital Management 0.10% Reduce -5.0% 552 $366K
MWA Asset Management 0.22% Reduce -0.4% 552 $366K
Lyell Wealth Management, LP 0.03% New 550 $365K
Cascade Financial Partners, LLC 0.04% Add +29.6% 547 $363K
Accelerate Investment Advisors LLC 0.27% No change 545 $361K
LRI Investments, LLC 0.03% No change 545 $361K
Commonwealth Financial Services, LLC 0.07% Add +0.2% 545 $361K
Guidance Point Advisors, LLC 0.10% Add +1.1% 545 $361K
First Financial Bankshares Inc 0.01% No change 544 $361K
ProVise Management Group, LLC 0.03% Add +12.7% 540 $358K
Fortis Capital Management LLC 0.06% New 540 $358K
Mosaic Family Wealth Partners, LLC 0.05% Add +25.2% 537 $356K
Atala Financial Inc 0.25% Add +60.5% 536 $356K
Farrell Financial LLC 0.24% Add +0.2% 536 $355K
Sageworth Trust Co 0.02% No change 534 $354K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Reduce -3.3% 533 $354K
Chaney Capital Management, Inc. 0.14% No change 532 $353K
Wescott Financial Advisory Group, LLC 0.03% Add +3.1% 531 $353K
Carl P. Sherr & Co., LLC 0.18% No change 531 $352K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $352K
Creekside Partners 0.17% Add +2.7% 530 $351K
Ibex Wealth Advisors 0.04% New 528 $350K
BCS Wealth Management 0.08% Add +2.1% 527 $349K
Summit Financial Strategies, Inc. 0.03% No change 526 $349K
Sykon Capital LLC 0.13% No change 525 $348K
TrueWealth Advisors, LLC 0.10% No change 524 $348K
Pursue Wealth Partners LLC 0.20% No change 523 $347K
Whalen Wealth Management Inc. 0.22% New 522 $346K
True North Advisors, LLC 0.07% No change 519 $344K
River Wealth Advisors LLC 0.04% No change 519 $344K
First Business Financial Services, Inc. 0.03% No change 519 $344K
Tempus Wealth Planning, LLC 0.09% Add +0.2% 519 $344K
Blue Bell Private Wealth Management, LLC 0.06% Add +1.2% 515 $342K
Legacy Private Trust Co. 0.02% No change 515 $342K
Boston Trust Walden Corp 0.00% No change 515 $342K
Net Worth Advisory Group 0.08% New 514 $341K
Cornerstone Wealth Group, LLC 0.03% No change 513 $340K
Frank, Rimerman Advisors LLC 0.02% No change 512 $340K
Barnes Pettey Financial Advisors, LLC 0.23% Reduce -0.6% 510 $338K
Invictus Private Wealth, LLC 0.02% New 510 $338K
Watts Gwilliam & Co., LLC 0.06% Reduce -17.8% 461 $338K
Jamison Private Wealth Management, Inc. 0.05% No change 509 $338K
180 Wealth Advisors, LLC 0.05% Reduce -7.5% 508 $337K
Everett Harris & Co. 0.00% No change 506 $336K
Uptick Partners, LLC 0.10% New 505 $335K
Linscomb Wealth, Inc. 0.02% No change 504 $334K
Midland Wealth Advisors, LLC 0.02% New 503 $334K
BlackDiamond Wealth Management, LLC 0.19% Reduce -1.4% 508 $333K
F&V Capital Management, LLC 0.08% No change 500 $332K
Infinity Wealth Counsel, LLC 0.34% No change 500 $332K
V2 Financial group LLC 0.20% No change 500 $332K
Pioneer Trust Bank N A 0.08% No change 500 $332K
Rosenberg Matthew Hamilton 0.08% Reduce -11.3% 500 $332K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 500 $332K
Two Sigma Investments, LP 0.00% Reduce -99.7% 500 $332K
Herold Advisors, Inc. 0.07% Add +0.2% 499 $331K
Cresta Advisors, Ltd. 0.16% No change 499 $331K
Altfest L J & Co. Inc. 0.04% Add +1.2% 499 $331K
Keb Asset Management, LLC 0.08% No change 497 $330K
Skyline Advisors, Inc. 0.12% Reduce -43.1% 497 $330K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -1.2% 497 $330K
Plum Street Advisors, LLC 0.15% No change 496 $329K
InvesTrust 0.13% Reduce -0.4% 496 $329K
Nadler Financial Group, Inc. 0.03% No change 496 $329K
Ewa, LLC 0.10% Add +0.2% 495 $328K
Keystone Wealth Services, LLC 0.08% Reduce -37.4% 494 $328K
Masso Torrence Wealth Management Inc. 0.15% No change 494 $328K
HHM Wealth Advisors, LLC 0.04% No change 491 $326K
TriaGen Wealth Management LLC 0.10% No change 490 $325K
Colonial River Investments, LLC 0.14% Add +29.0% 480 $324K
Cheviot Value Management, LLC 0.04% No change 461 $322K
Tilia Fiduciary Partners, Inc. 0.20% No change 485 $322K
Vertex Planning Partners, LLC 0.07% Reduce -6.9% 485 $322K
Beacon Investment Advisors LLC 0.14% No change 489 $321K
Stonebrook Private Inc. 0.07% Add +14.4% 483 $320K
Lodestone Wealth Management LLC 0.16% Add +1.7% 483 $320K
Glen Eagle Advisors, LLC 0.05% No change 482 $320K
Uptown Financial Advisors LLC 0.30% Add +2.1% 480 $318K
Calamos Wealth Management LLC 0.01% New 480 $318K
Willow Creek Wealth Management Inc. 0.03% New 477 $317K
Fulton Breakefield Broenniman LLC 0.02% Reduce -0.8% 474 $314K
Magnolia Capital Advisors LLC 0.08% No change 472 $313K
Fort Point Capital Partners LLC 0.03% Reduce -0.4% 472 $313K
Meredith Wealth Planning 0.11% No change 471 $313K
Emerald Advisors, LLC 0.04% Reduce -3.7% 469 $311K
Harbour Capital Advisors, LLC 0.07% New 468 $311K
Catalyst Financial Partners LLC 0.03% New 469 $311K
Lauer Wealth, LLC 0.26% New 447 $311K
Adamsbrown Wealth Consultants LLC 0.09% Reduce -3.1% 468 $310K
PFW Advisors LLC 0.10% Add +2.4% 466 $309K
Jeppson Wealth Management, LLC 0.11% No change 465 $309K
Traphagen Investment Advisors LLC 0.03% Add +0.2% 465 $308K
Dentgroup LLC 0.21% No change 464 $308K
Cooper Financial Group 0.04% Reduce -0.4% 463 $307K
Strategy Asset Managers LLC 0.06% Reduce -50.5% 461 $306K
Vested Financial Planning, LLC 0.27% No change 461 $306K
Private Management Group Inc. 0.01% New 461 $306K
Cornerstone Financial Group, LLC 0.26% No change 458 $304K
Greenwich Wealth Management LLC 0.01% New 457 $303K
Define Financial, LLC 0.20% Add +0.2% 455 $301K
Lokken Investment Group LLC 0.12% No change 453 $300K
Apeiron RIA LLC 0.08% No change 452 $300K
Pacifica Partners Inc. 0.12% No change 456 $299K
Atlas Brown,Inc. 0.10% No change 450 $299K
Knightsbridge Asset Management, LLC 0.07% New 450 $298K
Foguth Wealth Management, LLC. 0.06% Add +3.9% 450 $298K
Resources Management Corp. /CT/ 0.04% No change 449 $298K
Pension & Wealth Management Advisors, Inc. 0.10% Add +1.4% 448 $297K
Johnson & White Wealth Management, LLC 0.15% No change 447 $296K
Kelly Financial Services LLC 0.09% Add +14.7% 445 $295K
Summa Corp. 0.15% New 445 $295K
John G Ullman & Associates Inc. 0.04% No change 445 $295K
Optivise Advisory Services LLC 0.15% Add +4.3% 442 $293K
Ironwood Financial, llc 0.06% No change 540 $293K
Ring Mountain Capital, LLC 0.18% Add +0.5% 427 $293K
Townsquare Capital LLC 0.03% Reduce -98.2% 441 $293K
Acorn Wealth Advisors, LLC 0.11% Add +0.2% 441 $292K
AA Financial Advisors, LLC 0.06% No change 440 $292K
Glenview Trust Co 0.01% New 438 $291K
Compass Capital Corp. /Ma/ 0.14% Reduce -1.4% 414 $290K
Hill Island Financial LLC 0.08% No change 437 $290K
Ifrah Financial Services, Inc. 0.08% No change 437 $290K
Dana Investment Advisors, Inc. 0.01% Reduce -2.9% 437 $290K
Plan Group Financial, LLC 0.10% New 436 $289K
Endowment Wealth Management, Inc. 0.15% New 436 $289K
First National Advisers, LLC 0.04% Add +3.8% 435 $289K
Tocqueville Asset Management L.P. 0.00% No change 435 $289K
Godshalk Welsh Capital Management, Inc. 0.18% No change 430 $285K
Quartz Partners, LLC 0.13% Reduce -33.9% 430 $285K
Walkner Condon Financial Advisors LLC 0.05% No change 429 $285K
TKG Advisors, LLC 0.13% New 426 $283K
Parkside Financial Bank & Trust 0.03% Reduce -3.0% 425 $282K
Valtrion Capital Management, LLC 0.34% Reduce -21.9% 424 $282K
BSW Wealth Partners 0.04% No change 424 $281K
Goldstein Advisors, LLC 0.04% Reduce -9.0% 424 $281K
Seaside Wealth Management, Inc. 0.09% No change 422 $280K
Savvy Advisors, Inc. 0.02% Reduce -31.5% 421 $280K
Wealth Architects, LLC 0.03% Add +1.0% 419 $278K
Slagle Financial, LLC 0.11% Add +12.7% 417 $276K
Howard Financial Services, LTD. 0.04% Reduce -27.8% 416 $276K
Exencial Wealth Advisors, LLC 0.01% Reduce -13.0% 414 $275K
Pps&v Asset Management Consultants, Inc. 0.17% No change 413 $274K
Sfm, LLC 0.18% No change 413 $274K
Matisse Capital 0.13% No change 412 $273K
New Hampshire Trust 0.06% No change 412 $273K
Madison Park Capital Advisors, LLC 0.23% Add +1.5% 412 $273K
Sachetta, LLC 0.11% Add +0.2% 410 $272K
Elevate Wealth Advisory, Inc. 0.19% Add +58.0% 406 $270K
Jim Saulnier & Associates, LLC 0.18% New 406 $269K
Smith Anglin Financial, LLC 0.02% Reduce -0.5% 406 $269K
Searcy Financial Services Inc. 0.11% No change 404 $268K
Henrickson Nauta Wealth Advisors, Inc. 0.09% No change 404 $268K
LBJ Family Wealth Advisors, Ltd. 0.16% No change 404 $268K
Integrated Capital Management, LLC 0.13% Add +0.3% 391 $268K
Altus Wealth Group LLC 0.12% No change 404 $268K
Webster Bank, N. A. 0.03% No change 404 $268K
Novak & Powell Financial Services, Inc. 0.19% New 403 $267K
West Wealth Group, LLC 0.07% Reduce -16.1% 386 $267K
Legacy Financial Strategies, LLC 0.05% No change 402 $267K
AAFMAA Wealth Management & Trust LLC 0.11% Reduce -4.8% 401 $266K
Sand Hill Global Advisors, LLC 0.01% No change 401 $266K
GFG Capital, LLC 0.08% Reduce -57.9% 400 $266K
Morangie Management LLC 0.23% New 400 $265K
Court Place Advisors, LLC 0.08% No change 400 $265K
Integrated Investment Consultants, LLC 0.05% No change 399 $265K
GAMMA Investing LLC 0.02% No change 399 $265K
Rise Advisors, LLC 0.10% Add +0.8% 399 $265K
Better Money Decisions, LLC 0.16% Reduce -0.5% 398 $264K
Beacon Wealthcare LLC 0.10% Add +6.4% 397 $263K
D.B. Root & Company, LLC 0.08% No change 396 $263K
Minot DeBlois Advisors LLC 0.25% No change 395 $262K
First National Corp. /Ma/ 0.05% No change 395 $262K
Retirement Investment Advisors, Inc. 0.02% No change 394 $261K
Morton Capital Management LLC 0.05% No change 393 $261K
Resolute Wealth Strategies, LLC 0.14% Reduce -13.3% 392 $260K
Lakeridge Wealth Management LLC 0.12% Reduce -7.1% 392 $260K
Frederick Financial Consultants, LLC 0.16% No change 391 $259K
Fiduciary Family Office, LLC 0.08% No change 391 $259K
Burke & Herbert Bank & Trust Co. 0.06% No change 390 $259K
Cape Investment Advisory, Inc. 0.09% Reduce -18.6% 389 $258K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 388 $257K
Spectrum Wealth Advisory Group, LLC 0.12% Add +0.3% 388 $257K
FSB Premier Wealth Management, Inc. 0.09% Add +1.8% 388 $257K
Everest Private Wealth 0.18% No change 385 $255K
IMZ Advisory Inc 0.10% No change 371 $254K
Horizon Financial Services, LLC 0.13% Add +3.3% 381 $253K
Chicago Capital, LLC 0.01% No change 380 $252K
Klingman & Associates, LLC 0.01% Reduce -2.1% 380 $252K
Avestar Capital, LLC 0.02% Reduce -85.7% 379 $251K
Westfuller Advisors, LLC 0.14% Add +0.3% 378 $250K
Palo Alto Wealth Advisors, LLC 0.09% No change 377 $250K
Viewpoint Capital Management LLC 0.12% No change 377 $250K
YHB Investment Advisors, Inc. 0.02% New 377 $250K
Financial Security Advisor, Inc. 0.06% New 375 $249K
Castle Rock Wealth Management, LLC 0.06% New 360 $248K
Canvas Wealth Advisors, LLC 0.05% Reduce -46.3% 357 $248K
Disciplined Investors, L.L.C. 0.19% No change 370 $245K
Mma Asset Management LLC 0.09% New 369 $245K
Williams & Novak, LLC 0.21% No change 367 $243K
Clarus Wealth Advisors 0.11% Reduce -23.1% 362 $243K
Prosperity Wealth Management, Inc. 0.09% Reduce -29.3% 366 $243K
Fiera Capital Corp 0.00% New 366 $243K
Apriem Advisors 0.03% Reduce -27.0% 363 $241K
Bowman & Co S.C. 0.11% New 362 $241K
American Financial Advisors, LLC 0.03% New 363 $241K
HTG Investment Advisors, Inc. 0.09% New 363 $241K
Burton Enright Welch 0.04% New 363 $240K
TruNorth Capital Management, LLC 0.05% No change 360 $239K
LongView Wealth Management 0.07% New 360 $239K
Cyndeo Wealth Partners, LLC 0.01% New 360 $239K
GenWealth Group, Inc. 0.05% New 360 $239K
Cottage Street Advisors LLC 0.12% New 359 $238K
Rebalance, LLC 0.02% Reduce -7.0% 358 $238K
Weaver Consulting Group 0.07% New 358 $238K
Northwest Wealth Management, LLC 0.04% New 357 $237K
Meridian Wealth Advisors, LLC 0.04% New 356 $236K
Investor's Fiduciary Advisor Network, LLC 0.09% New 355 $235K
Sherman Asset Management, Inc. 0.21% No change 354 $235K
Planned Solutions, Inc. 0.09% New 354 $235K
AdvisorNet Financial, Inc 0.02% Reduce -24.9% 353 $234K
Carrera Capital Advisors 0.05% New 350 $232K
Neumann Capital Management, LLC 0.07% New 350 $232K
49 Wealth Management, LLC 0.02% Reduce -7.4% 349 $231K
IMPACTfolio, LLC 0.11% New 349 $231K
Howard Capital Management, LLC 0.00% New 348 $231K
Claris Financial LLC 0.17% Reduce -8.0% 346 $230K
Medallion Wealth Advisors, LLC 0.09% No change 346 $229K
Bluespring Wealth Management, LLC 0.02% New 345 $229K
NFSG Corp 0.04% Add +1.2% 343 $227K
AF Advisors, Inc. 0.08% New 342 $227K
HORAN Wealth, LLC 0.07% — 342 $227K
Next Level Private LLC 0.07% New 342 $227K
Spreng Capital Management, Inc. 0.10% New 341 $226K
Trevian Wealth Management LLC 0.14% New 341 $226K
Next Level Wealth Planning, LLC 0.14% New 341 $226K
Clarity Capital Advisors, LLC 0.13% New 340 $226K
ArborFi Advisors, LLC 0.20% New 340 $226K
Laffer Tengler Investments, Inc. 0.05% New 340 $226K
Mills Wealth Advisors LLC 0.10% New 337 $224K
Intellus Advisors LLC 0.03% New 337 $224K
Chilton Investment Co. Inc. 0.01% New 337 $224K
Brady Martz Wealth Solutions, LLC 0.04% New 336 $223K
Clark Asset Management, LLC 0.03% New 334 $222K
Quadcap Wealth Management, LLC 0.03% New 334 $222K
Per Stirling Capital Management, LLC. 0.03% New 334 $221K
Capital Analysts, LLC 0.01% Add +9.9% 333 $221K
Cedar Wealth Management, LLC 0.07% No change 333 $221K
JT Stratford LLC 0.03% New 332 $220K
Philip James Wealth Mangement, LLC 0.03% New 332 $220K
CPR Investments Inc. 0.17% New 331 $219K
Drive Wealth Management, LLC 0.05% New 330 $219K
Pacific Center for Financial Services 0.06% No change 329 $218K
Ashton Thomas Private Wealth, LLC 0.01% New 329 $218K
Consilio Wealth Advisors, LLC 0.08% New 330 $217K
Campbell Capital Management Inc. 0.08% New 325 $216K
Unconventional Investor, LLC 0.12% New 325 $215K
Bluesphere Advisors LLC 0.11% New 324 $215K
BlueStem Wealth Partners, LLC 0.03% New 324 $215K
Heritage Wealth Management, Inc. 0.16% New 324 $215K
Avion Wealth 0.05% Add +5300.0% 324 $214K
Copperwynd Financial, LLC 0.05% New 323 $214K
Obsidian Personal Planning Solutions LLC 0.09% New 321 $213K
Kraft, Davis & Associates, LLC 0.06% New 306 $212K
Aquire Wealth Advisors, LLC 0.06% Reduce -40.5% 320 $212K
Triad Wealth Partners, LLC 0.04% New 318 $211K
Rollins Financial Advisors, LLC 0.03% New 318 $211K
Foster Victor Wealth Advisors, LLC 0.01% New 311 $211K
Hurlow Wealth Management Group, Inc. 0.06% New 318 $211K
Pitti Group Wealth Management, LLC 0.18% New 317 $210K
ZWJ Investment Counsel Inc. 0.01% New 317 $210K
Meridian Wealth Partners, LLC 0.03% New 317 $210K
Abound Wealth Management 0.06% Reduce -13.2% 316 $210K
Independence Bank of Kentucky 0.03% Reduce -8.1% 316 $210K
Ballew Advisors, Inc 0.12% New 310 $209K
Meeder Advisory Services, Inc. 0.01% New 315 $209K
Quest 10 Wealth Builders, Inc. 0.20% No change 314 $208K
Cranbrook Wealth Management, LLC 0.04% No change 314 $208K
Angeles Wealth Management, LLC 0.01% Add +43.4% 314 $208K
Wolff Wiese Magana LLC 0.13% No change 313 $208K
Tennessee Valley Asset Management Partners 0.05% New 312 $207K
Philadelphia Trust Co. 0.02% New 312 $207K
Motco 0.02% No change 299 $206K
Fulton Bank, N.A. 0.01% New 310 $206K
Encompass Wealth Advisors, LLC 0.08% New 310 $206K
Stanich Group LLC 0.18% New 306 $205K
LifeGoal Investments, LLC 0.19% New 309 $205K
WESPAC Advisors SoCal, LLC 0.05% New 308 $204K
SPC Financial, Inc. 0.02% New 308 $204K
Optimist Retirement Group LLC 0.10% Reduce -16.8% 307 $204K
First Heartland Consultants, Inc. 0.02% New 306 $203K
NTV Asset Management LLC 0.02% New 305 $202K
RKL Wealth Management LLC 0.02% New 305 $202K
Callahan Advisors, LLC 0.02% New 304 $202K
HFG Advisors, Inc. 0.16% New 304 $202K
Pinnacle Financial Partners Inc 0.00% New 304 $202K
M3 Advisory Group, LLC 0.14% New 304 $201K
Midwest Financial Group LLC 0.11% New 303 $201K
Dumont & Blake Investment Advisors LLC 0.05% New 303 $201K
Forte Capital LLC 0.02% New 302 $200K
Chapman Financial Group, LLC 0.17% — 294 $195K
Private Wealth Asset Management, LLC 0.03% Reduce -3.4% 286 $190K
Tortoise Investment Management, LLC 0.02% Add +7.1% 286 $190K
Pinnacle Bancorp, Inc. 0.06% Reduce -13.7% 277 $184K
Hantz Financial Services, Inc. 0.00% Add +236.3% 269 $178K
Family CFO Inc 0.09% New 266 $176K
New England Asset Management Inc. 0.03% No change 265 $176K
Barnes Dennig Private Wealth Management LLC 0.21% Add +4250.0% 261 $173K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $166K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $166K
DT Investment Partners, LLC 0.01% Reduce -85.1% 250 $166K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.9% 249 $165K
Sound Income Strategies, LLC 0.01% Add +17.0% 248 $165K
Morse Asset Management, Inc 0.03% Reduce -0.4% 235 $156K
Montag A & Associates Inc. 0.01% Reduce -17.7% 232 $154K
UMB Bank, n.a. 0.00% No change 229 $152K
Maryland Capital Advisors Inc. 0.06% Reduce -11.3% 227 $151K
Park Place Capital Corp 0.03% No change 224 $147K
Raffa Wealth Management, LLC 0.03% No change 220 $146K
Hanson & Doremus Investment Management 0.02% No change 218 $145K
Cherry Tree Wealth Management, LLC 0.03% No change 215 $143K
Avalon Trust Co 0.01% No change 213 $141K
CBIZ Investment Advisory Services, LLC 0.01% No change 210 $139K
Asset Dedication, LLC 0.01% Add +4.0% 209 $139K
Anfield Capital Management, LLC 0.05% Add +17.5% 208 $138K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 203 $135K
Principia Wealth Advisory, LLC 0.11% New 201 $133K
WFA of San Diego, LLC 0.10% — 200 $133K
Smartleaf Asset Management LLC 0.01% No change 202 $133K
Peoples Financial Services Corp. 0.06% No change 198 $131K
TOWER TRUST & INVESTMENT Co 0.09% No change 192 $127K
ORG Partners LLC 0.03% Reduce -52.6% 191 $125K
Pittenger & Anderson Inc. 0.00% No change 187 $124K
S.A. Mason LLC 0.06% No change 187 $124K
SJS Investment Consulting Inc. 0.02% Add +14.1% 186 $124K
GHP Investment Advisors, Inc. 0.01% No change 184 $122K
Golden State Wealth Management, LLC 0.01% Add +27.7% 180 $120K
Millstone Evans Group, LLC 0.08% No change 178 $118K
MV Capital Management, Inc. 0.01% No change 174 $115K
DecisionPoint Financial, LLC 0.03% Reduce -47.9% 172 $113K
West Branch Capital LLC 0.03% Reduce -5.7% 167 $111K
Register Financial Advisors LLC 0.05% New 166 $110K
Roxbury Financial LLC 0.11% No change 165 $109K
Greykasell Wealth Strategies, Inc. 0.05% Add +768.4% 165 $109K
Nemes Rush Group LLC 0.01% Add +1071.4% 164 $109K
American National Bank & Trust 0.01% Add +173.3% 164 $109K
Elevation Wealth Partners, LLC 0.04% No change 163 $108K
FSA Wealth Management LLC 0.04% No change 162 $107K
Maseco LLP 0.00% — 157 $104K
Redwood Park Advisors LLC 0.08% Reduce -14.0% 154 $102K
Aventura Private Wealth, LLC 0.04% Add +72.7% 152 $101K
Toronto Dominion Bank 0.00% Add +120.6% 150 $100K
Game Plan Financial Advisors, LLC 0.04% No change 149 $99K
Mirae Asset Global Investments Co., Ltd. 0.00% New 145 $96K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 140 $93K
Hemington Wealth Management 0.01% No change 139 $92K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $91K
Rialto Wealth Management, LLC 0.03% No change 137 $91K
Peterson Wealth Services 0.02% No change 135 $90K
Barrett & Company, Inc. 0.03% Add +17.7% 133 $88K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -24.6% 129 $85K
Retirement Wealth Solutions LLC 0.06% Reduce -29.8% 127 $84K
Operose Advisors LLC 0.02% No change 127 $84K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $83K
Piscataqua Savings Bank 0.07% No change 125 $83K
Addison Advisors LLC 0.02% Add +51.9% 123 $82K
IAG Wealth Partners, LLC 0.01% No change 123 $82K
Wood Tarver Financial Group, LLC 0.02% No change 118 $78K
Robinswood Financial LLC 0.03% No change 115 $76K
Woodside Wealth Management LLC 0.07% No change 114 $76K
Carolina Wealth Advisors, LLC 0.04% Add +18.9% 113 $75K
Byrne Asset Management LLC 0.06% Reduce -13.8% 112 $74K
Hilltop National Bank 0.02% — 111 $74K
CNB Bank 0.03% No change 109 $72K
City Holding Co. 0.01% No change 105 $70K
Arcadia Investment Management Corp. 0.01% No change 103 $68K
Ameritas Investment Partners, Inc. 0.00% No change 101 $67K
Twin Lakes Capital Management, LLC 0.04% No change 100 $66K
Evermay Wealth Management LLC 0.01% No change 100 $66K
Bell Investment Advisors, Inc 0.01% Add +69.0% 98 $65K
IFS Advisors, LLC 0.05% Reduce -99.5% 96 $64K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -13.5% 96 $64K
New England Capital Financial Advisors LLC 0.03% No change 96 $64K
North Capital, Inc. 0.05% No change 95 $63K
Orion Capital Management LLC 0.02% Reduce -5.0% 94 $62K
Aviso Financial Inc. 0.00% No change 93 $62K
Tanglewood Legacy Advisors, LLC 0.03% New 92 $61K
Total Investment Management Inc. 0.01% New 91 $60K
Colonial Trust Advisors 0.01% No change 91 $60K
Dogwood Wealth Management LLC 0.03% New 89 $60K
Mascoma Wealth Management LLC 0.01% Reduce -48.2% 86 $57K
Sawyer & Company, Inc 0.02% New 464 $55K
Birchbrook, Inc. 0.03% No change 83 $55K
Future Financial Wealth Managment LLC 0.04% No change 80 $53K
Bfsg, LLC 0.01% Reduce -11.2% 79 $52K
Evelyn Partners Investment Management Services Ltd 0.01% No change 78 $52K
Horizons Wealth Management 0.04% No change 77 $51K
Financial Gravity Companies, Inc. 0.01% — 75 $50K
Fiduciary Advisors, Inc. 0.04% No change 72 $48K
Scarborough Advisors, LLC 0.01% New 72 $48K
Sterling Capital Management LLC 0.00% Add +5.9% 72 $48K
Boyd Watterson Asset Management LLC 0.01% No change 71 $47K
BankPlus Trust Department 0.01% No change 70 $46K
Smallwood Wealth Investment Management, LLC 0.03% Add +34.6% 70 $46K
Smithfield Trust Co 0.00% Add +27.4% 65 $46K
Clearstead Trust, LLC 0.01% New 68 $45K
Beaird Harris Wealth Management, LLC 0.00% No change 68 $45K
EPG Wealth Management LLC 0.01% No change 68 $45K
Qube Research & Technologies Ltd 0.00% Reduce -98.4% 68 $45K
Valued Wealth Advisors LLC 0.02% Reduce -30.6% 68 $45K
Trifecta Capital Advisors, LLC 0.01% No change 66 $44K
Strategic Wealth Partners, Ltd. 0.00% — 66 $44K
Blume Capital Management, Inc. 0.01% Add +62.5% 65 $43K
Evolution Wealth Management Inc. 0.05% — 61 $40K
SIMA Wealth Partners, LLC 0.03% No change 60 $40K
Centennial Bank 0.02% Reduce -28.6% 60 $40K
MorganRosel Wealth Management, LLC 0.01% No change 60 $40K
Monetary Management Group Inc. 0.01% No change 60 $40K
Old Second National Bank of Aurora 0.01% No change 60 $40K
Rice Partnership, LLC 0.01% New 60 $40K
Slocum, Gordon & Co LLP 0.03% No change 60 $40K
Global Wealth Strategies & Associates 0.01% Reduce -68.1% 59 $39K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 59 $39K
Duncker Streett & Co. Inc. 0.01% No change 57 $38K
Gleason Group, Inc. 0.00% No change 57 $38K
Kilter Group LLC 0.02% New 56 $37K
Creative Capital Management Investments LLC 0.01% No change 56 $37K
Coastline Trust Co 0.00% No change 55 $36K
First Community Trust NA 0.03% No change 53 $35K
Richardson Capital Management LLC 0.02% No change 52 $35K
True Wealth Design, LLC 0.01% No change 52 $34K
Princeton Global Asset Management LLC 0.01% No change 52 $34K
Kentucky Trust Co 0.02% No change 50 $33K
Briaud Financial Planning Inc 0.01% No change 50 $33K
McIlrath & Eck, LLC 0.00% No change 49 $33K
Gables Capital Management Inc. 0.01% Reduce -84.2% 47 $31K
Semmax Financial Advisors Inc. 0.01% New 44 $31K
Private Wealth Management Group, LLC 0.01% No change 46 $30K
Horizon Investments, LLC 0.00% New 45 $30K
GeoWealth Management, LLC 0.00% Reduce -2.2% 45 $30K
Crowley Wealth Management, Inc. 0.03% No change 44 $29K
Roble, Belko & Company, Inc 0.00% No change 42 $28K
HighMark Wealth Management LLC 0.01% No change 40 $27K
Atwood & Palmer Inc. 0.00% No change 40 $27K
Morton Brown Family Wealth, LLC 0.01% No change 40 $27K
China Universal Asset Management Co., Ltd. 0.00% Add +110.5% 40 $27K
WPG Advisers, LLC 0.02% No change 38 $25K
Tompkins Financial Corp. 0.00% No change 37 $25K
Phillips Financial Management, LLC 0.00% No change 36 $24K
Proathlete Wealth Management LLC 0.01% New 36 $24K
YANKCOM Partnership 0.01% No change 35 $23K
Copia Wealth Management 0.02% No change 34 $23K
Northwest Capital Management Inc 0.01% Reduce -58.0% 34 $23K
Kings Path Partners LLC 0.01% No change 34 $23K
Murphy & Mullick Capital Management Corp 0.02% No change 32 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -33.3% 32 $21K
Windsor Advisory Group, LLC 0.03% No change 30 $20K
Signature Resources Capital Management, LLC 0.01% Reduce -31.8% 30 $20K
Winch Advisory Services, LLC 0.00% No change 29 $19K
Creekmur Asset Management LLC 0.00% New 28 $19K
Logan Capital Management Inc. 0.00% No change 27 $18K
Founders Capital Management 0.01% No change 27 $18K
Graney & King, LLC 0.01% No change 27 $18K
Coston, McIsaac & Partners 0.00% No change 25 $17K
MTM Investment Management, LLC 0.01% New 24 $16K
Zions Bancorporation, National Association 0.00% No change 24 $16K
Central Pacific Bank - Trust Division 0.00% No change 23 $15K
Bangor Savings Bank 0.00% No change 23 $15K
Painted Porch Advisors LLC 0.01% Add +83.3% 22 $15K
Pandora Wealth, Inc. 0.01% New 21 $14K
AllSquare Wealth Management LLC 0.01% No change 21 $14K
Financial Network Wealth Advisors LLC 0.02% Add +1900.0% 20 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 20 $13K
Investors Research Corp 0.00% No change 20 $13K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 20 $13K
Ridgewood Investments LLC 0.01% No change 18 $12K
Oliver Lagore Vanvalin Investment Group 0.00% — 19 $11K
Riggs Asset Managment Co. Inc. 0.00% No change 15 $10K
Transce3nd, LLC 0.00% No change 15 $10K
Financial Avengers, Inc. 0.00% No change 14 $9K
Curio Wealth, LLC 0.00% Add +1300.0% 14 $9K
Chesapeake Asset Management LLC 0.01% No change 13 $9K
Field & Main Bank 0.00% Reduce -48.0% 13 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $7K
Islay Capital Management, LLC 0.00% No change 10 $7K
Versant Capital Management, Inc 0.00% No change 10 $7K
Global Trust Asset Management, LLC 0.00% No change 10 $6K
Legacy Investment Solutions, LLC 0.00% — 9 $6K
Legacy Wealth Managment, LLC 0.00% New 9 $6K
Bellwether Advisors, LLC 0.00% New 9 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 8 $5K
Manning & Napier Advisors LLC 0.00% New 8 $5K
Accent Capital Management, LLC 0.00% No change 6 $4K
Cornerstone Planning Group LLC 0.00% New 3 $2K
Truvestments Capital LLC 0.00% New 3 $2K
Reyes Financial Architecture, Inc. 0.00% Reduce -96.9% 3 $2K
Prestige Wealth Management Group LLC 0.00% Reduce -57.1% 3 $2K
Stephens Consulting, LLC 0.00% No change 2 $1K
Belvedere Trading LLC 0.00% New 1 $663

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