Vanguard Info Tech ETFVGTETF

13F holders, Q3 2025 (September 30)
1,859holders +73
139new positions
56sold out
6famous investors
$741.62avg. 13F price*

At the end of Q3 2025, 1,859 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 73 from Q2 2025. 139 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($11.2B), JPMorgan Chase & Co. ($4.6B) and Jefferies Financial Group Inc. ($1.7B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions139$2.1B
Exits56$60.5M

All 13F filers, Q2 2025 → Q3 2025: 5,367,329 shares bought and 2,630,917 shares sold, net +2,736,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,859 holders

Bank of America Corp. 0.84% Reduce -2.2% 15,066,406 $11.2B
JPMorgan Chase & Co. 0.29% Reduce -0.4% 6,167,769 $4.6B
Jefferies Financial Group Inc. 15.92% New 2,250,000 $1.7B
Morgan Stanley 0.10% Add +3.5% 2,125,354 $1.6B
UBS Group AG 0.25% Reduce -4.4% 1,716,905 $1.3B
Wells Fargo & Company 0.23% Reduce -0.5% 1,525,011 $1.1B
LPL Financial LLC 0.28% Add +3.8% 1,262,705 $942.8M
PGIM Custom Harvest LLC 9.17% Add +4.4% 815,540 $608.9M
Raymond James Financial Inc. 0.19% Reduce -5.1% 796,882 $595.0M
Harel Insurance Investments & Financial Services Ltd. 4.96% Add +2.8% 739,730 $552.3M
Focus Partners Wealth 0.87% Add +1665.5% 725,567 $541.7M
Royal Bank of Canada 0.10% Reduce -1.7% 714,503 $533.5M
Ameriprise Financial Inc. 0.12% Reduce -4.3% 703,955 $525.1M
Northwestern Mutual Wealth Management Co. 0.31% Reduce -4.9% 628,414 $469.2M
Vantagepoint Investment Advisers LLC 3.24% New 531,340 $396.7M
Provida Pension Fund Administrator 5.39% Add +89.0% 414,095 $309.2M
Stifel Financial Corp. 0.28% Reduce -1.7% 404,208 $301.8M
HighTower Advisors, LLC 0.34% Add +9.3% 402,550 $300.6M
Envestnet Asset Management Inc. 0.08% Add +4.0% 393,951 $294.1M
Cetera Investment Advisers 0.30% Add +26.1% 345,889 $258.3M
PNC Financial Services Group, Inc. 0.14% Reduce -2.1% 314,165 $234.6M
Equitable Holdings, Inc. 1.68% Reduce -3.7% 305,694 $228.2M
Russell Investments Group, Ltd. 0.24% Add +34.0% 283,923 $212.0M
Mercer Global Advisors Inc. 0.34% Add +689.0% 275,257 $205.5M
Janney Montgomery Scott LLC 0.48% Add +9.6% 269,737 $201.4M
Cerity Partners LLC 0.31% Reduce -0.6% 256,353 $191.4M
Rockefeller Capital Management L.P. 0.36% Reduce -0.6% 249,358 $186.2M
Osaic Holdings, Inc. 0.23% Add +20.5% 231,413 $167.3M
Commonwealth Equity Services, LLC 0.21% Reduce -6.7% 213,977 $159.8M
Taiyo Life Insurance Co. 13.87% No change 212,000 $158.3M
Nissay Asset Management Corp. /Japan 0.84% No change 204,727 $152.9M
Truist Financial Corp. 0.18% Reduce -1.6% 180,383 $134.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 13.88% Reduce -1.0% 178,036 $132.9M
Cambridge Investment Research Advisors, Inc. 0.35% Add +9.6% 171,238 $127.9M
Beacon Capital Management, Inc. 5.97% Reduce -13.6% 167,340 $124.9M
Armstrong Advisory Group, Inc. 7.85% Add +0.5% 149,144 $111.4M
Compass Financial Group, INC 16.67% Add +3.4% 148,539 $110.9M
Creative Planning 0.08% Add +2.2% 143,894 $107.4M
M&T Bank Corp 0.35% Reduce -6.5% 139,421 $104.1M
Goldman Sachs Group Inc. 0.01% Add +0.0% 130,808 $97.7M
Northern Trust Corp. 0.01% Reduce -0.8% 129,838 $96.9M
Lido Advisors, LLC 0.40% Add +45.2% 128,329 $95.8M
Brown Advisory Inc. 0.11% Reduce -2.3% 116,905 $87.3M
Bailard, Inc. 1.84% Reduce -2.0% 113,704 $84.9M
NORTHSTAR ASSET MANAGEMENT Co 17.63% Add +0.2% 110,057 $82.2M
Agf Management Ltd. 0.33% Reduce -2.9% 100,237 $74.8M
Silicon Valley Capital Partners 6.80% Reduce -2.7% 96,553 $72.1M
Sanctuary Advisors, LLC 0.39% Reduce -0.5% 91,713 $68.5M
Yarbrough Capital, LLC 2.07% No change 89,058 $66.5M
MML Investors Services, LLC 0.18% Add +3.7% 88,979 $66.4M
WBH Advisory Inc. 5.06% Reduce -1.6% 88,746 $66.3M
Spire Wealth Management 2.19% Reduce -5.1% 86,128 $64.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +4.7% 84,335 $63.7M
Assetmark, Inc. 0.14% Add +28.0% 85,174 $63.6M
Corient Private Wealth LP 0.10% Add +19.7% 84,216 $62.9M
KCM Investment Advisors LLC 2.02% Add +1.5% 83,638 $62.4M
Systematic Alpha Investments, LLC 2.02% No change 82,300 $61.4M
Kestra Advisory Services, LLC 0.27% Add +4.7% 78,421 $58.6M
Mariner, LLC 0.07% Add +5.8% 76,874 $57.4M
MAI Capital Management 0.36% Add +0.5% 76,581 $57.2M
Peapack Gladstone Financial Corp. 0.73% Reduce -2.4% 75,481 $56.4M
Comerica Bank 0.20% Reduce -7.2% 72,454 $54.1M
Barclays PLC 0.02% Add +24.1% 71,755 $53.6M
FMR LLC 0.00% Add +4.3% 71,538 $53.4M
Fisher Asset Management 0.02% Add +6.0% 67,300 $50.2M
Private Advisor Group, LLC 0.25% Add +1.6% 67,246 $50.2M
Ami Investment Management Inc. 11.64% Add +4.2% 67,199 $50.2M
Apollon Wealth Management, LLC 0.89% Add +1.0% 67,140 $50.1M
Jones Financial Companies LLLP 0.03% Add +19.4% 65,045 $48.1M
Harbour Investments, Inc. 1.08% Add +3.6% 63,557 $47.5M
Stuart Chaussee & Associates, Inc. 10.25% Reduce -1.1% 62,930 $47.0M
Trust Co. of Oklahoma 13.47% Add +0.8% 60,973 $45.5M
Bank of Montreal 0.02% Add +23.4% 60,813 $45.4M
Steward Partners Investment Advisory, LLC 0.26% Add +13.5% 60,158 $44.9M
Madison Asset Management, LLC 0.49% Add +1.7% 59,826 $44.7M
Full Sail Capital, LLC 2.46% Reduce -9.0% 59,747 $44.6M
Hollencrest Capital Management 1.59% Reduce -0.6% 58,875 $44.0M
Pinnacle Associates Ltd. 0.57% Reduce -4.3% 57,596 $43.0M
Elwood & Goetz Wealth Advisory Group, LLC 7.65% Reduce -3.6% 53,376 $39.9M
Park National Corp. 1.23% Reduce -5.5% 52,758 $39.4M
FIL Ltd 0.03% Reduce -19.2% 50,264 $37.5M
GPS Wealth Strategies Group, LLC 3.88% Reduce -2.9% 49,244 $36.8M
MassMutual Private Wealth & Trust, FSB 0.94% Reduce -3.3% 49,201 $36.7M
SBI Securities Co., Ltd. 0.92% Reduce -2.2% 48,055 $35.9M
Fifth Third Bancorp 0.11% Reduce -1.8% 47,331 $35.3M
Winthrop Capital Management, LLC 8.35% Reduce -0.3% 46,264 $34.5M
Marotta Asset Management 6.47% Reduce -9.9% 45,686 $34.4M
Johnson Investment Counsel Inc. 0.28% Add +60.7% 45,456 $33.9M
Ieq Capital, LLC 0.10% Add +7.2% 44,472 $33.2M
Circle Wealth Management, LLC 0.63% Reduce -0.0% 43,110 $32.2M
CVA Family Office, LLC 4.13% Add +8.4% 42,977 $32.1M
Mokosak Advisory Group, LLC 8.35% Reduce -0.8% 42,690 $31.9M
Tiaa Trust, National Association 0.08% Reduce -2.2% 42,489 $31.7M
Portfolio Strategies, Inc. 3.57% Reduce -2.1% 41,188 $30.7M
Quantinno Capital Management LP 0.08% Add +82.2% 39,804 $29.7M
Keebeck Wealth Management 3.44% No change 38,995 $29.1M
Enclave Advisors LLC 4.35% Add +1.5% 38,131 $28.5M
Capital Advisors Wealth Management, LLC 4.03% Add +0.4% 37,860 $28.3M
Gratus Wealth Advisors, LLC 3.97% Reduce -1.1% 37,804 $28.2M
Baird Financial Group, Inc. 0.05% Add +2.0% 37,658 $28.1M
NewEdge Advisors, LLC 0.13% Add +54.6% 37,624 $28.1M
Pathstone Holdings, LLC 0.11% Reduce -1.8% 37,502 $28.0M
Wiser Wealth Management, Inc 6.38% Reduce -9.8% 37,383 $27.9M
First Merchants Corp. 1.05% Reduce -3.3% 37,332 $27.9M
XML Financial, LLC 2.22% Add +1.0% 36,592 $27.3M
Wealth Group Ltd 6.15% Reduce -6.5% 35,567 $26.6M
AlphaCore Capital LLC 0.88% Add +1.2% 35,012 $26.1M
Robertson Stephens Wealth Management, LLC 0.78% Reduce -0.6% 34,671 $25.9M
Baker Ellis Asset Management LLC 3.17% Add +0.1% 34,421 $25.7M
Stratos Wealth Partners, LTD. 0.31% Reduce -2.2% 34,360 $25.7M
Citigroup Inc. 0.02% Reduce -19.6% 33,506 $25.0M
White Lighthouse Investment Management Inc. 3.81% Reduce -0.6% 33,456 $25.0M
Blair William & Co. 0.07% Reduce -0.8% 33,177 $24.8M
IFP Advisors, Inc 0.64% Reduce -0.9% 33,014 $24.6M
NorthCoast Asset Management LLC 0.09% Reduce -4.0% 32,177 $24.0M
BBR Partners, LLC 1.38% No change 31,981 $23.9M
Scotia Capital Inc. 0.10% Add +27.4% 31,107 $23.2M
Cresset Asset Management, LLC 0.10% Reduce -2.6% 30,667 $22.9M
Kestra Private Wealth Services, LLC 0.30% Add +3.0% 30,360 $22.7M
Fiduciary Trust Co 0.26% Reduce -0.4% 30,197 $22.5M
Lowe Brockenbrough & Co. Inc. 1.15% Reduce -1.7% 29,978 $22.4M
SCS Capital Management LLC 0.24% Add +0.6% 29,670 $22.2M
Anchor Investment Management, LLC 1.83% Add +0.6% 29,553 $22.1M
Perigon Wealth Management, LLC 0.44% Add +3.0% 29,115 $21.7M
Advisors Preferred, LLC 3.19% Add +81.3% 28,694 $21.6M
Wealthfront Advisers LLC 0.05% Add +13.0% 28,207 $21.1M
Annex Advisory Services, LLC 0.44% Reduce -0.4% 27,815 $20.8M
AQR Capital Management 0.01% Add +302.6% 27,666 $20.7M
Financial Perspectives, Inc 5.72% Reduce -3.4% 27,642 $20.6M
Welch Capital Partners LLC 4.20% No change 27,310 $20.4M
Founders Grove Wealth Partners, LLC 4.79% Reduce -6.5% 27,288 $20.4M
HB Wealth Management, LLC 0.14% Add +116.2% 26,633 $19.9M
Brandywine Oak Private Wealth LLC 1.73% Reduce -0.1% 26,615 $19.9M
Tidal Investments LLC 0.08% Add +24.3% 26,461 $19.8M
Cornerstone Advisory, LLC 1.93% Add +0.8% 26,345 $19.7M
Concurrent Investment Advisors, LLC 0.33% Add +1.6% 25,912 $19.3M
Beacon Capital Management, LLC 2.75% Reduce -5.8% 25,878 $19.3M
Curi Capital, LLC 0.35% Add +0.0% 25,828 $19.3M
J.W. Cole Advisors, Inc. 0.37% Add +1.4% 25,718 $19.2M
Sound View Wealth Advisors Group, LLC 1.31% Reduce -0.8% 25,530 $19.1M
Karpus Management, Inc. 0.60% Reduce -0.5% 25,502 $19.0M
Mutual Advisors, LLC 0.42% Add +7.2% 24,946 $19.0M
Oppenheimer & Co. Inc. 0.23% Add +2.4% 25,179 $18.8M
Captrust Financial Advisors 0.04% Add +3.8% 25,108 $18.7M
Sumitomo Mitsui Financial Group, Inc. 0.33% Add +50.3% 25,068 $18.7M
Simon Quick Advisors, LLC 0.83% Add +1.1% 24,431 $18.2M
NRI Wealth Management LC 9.62% Add +1.6% 24,106 $18.0M
Mgo One Seven LLC 0.41% Add +1.4% 23,948 $17.9M
Leeward Financial Partners, LLC 5.03% Add +3.5% 23,694 $17.7M
Fifth Third Wealth Advisors LLC 0.65% Add +23.7% 23,686 $17.7M
Wheelhouse Advisory Group LLC 7.58% Add +3.1% 23,557 $17.6M
Kwmg, LLC 1.54% Add +2.7% 23,481 $17.5M
Merit Financial Group, LLC 0.16% Add +35.0% 23,473 $17.5M
Integrated Wealth Concepts LLC 0.16% Reduce -9.7% 23,401 $17.5M
Kinloch Capital, LLC 7.54% Reduce -4.3% 23,091 $17.2M
Natixis Advisors, LLC 0.02% Add +4.1% 22,779 $17.0M
Madden Advisory Services, Inc. 7.04% Add +0.5% 22,438 $16.8M
Curran Financial Partners, LLC 3.31% Add +3.0% 22,421 $16.7M
Evergreen Capital Management LLC 0.40% Add +0.1% 22,410 $16.7M
Fca Corp. 4.64% Add +0.1% 22,377 $16.7M
Main Management LLC 1.22% Add +58.5% 22,371 $16.7M
Curtis Advisory Group, LLC 3.76% No change 22,215 $16.6M
Savvy Advisors, Inc. 0.75% Add +5102.1% 21,901 $16.4M
Praetorian Wealth Management, Inc. 3.33% Reduce -0.5% 21,737 $16.2M
Hartford Financial Management Inc. 4.29% Add +11.6% 21,687 $16.2M
Gibraltar Capital Management, Inc. 2.87% Reduce -0.9% 21,395 $16.0M
Foronjy Financial LLC 6.98% Add +0.6% 21,356 $15.9M
First Financial Corp. 6.18% Reduce -9.0% 21,121 $15.8M
Dorsey & Whitney Trust CO LLC 0.83% Reduce -2.8% 20,965 $15.7M
CoreCap Advisors, LLC 0.56% Add +1.9% 20,762 $15.5M
Jmac Enterprises LLC 3.05% Add +2.0% 20,672 $15.4M
Wilmington Savings Fund Society, FSB 0.37% Reduce -15.2% 20,552 $15.3M
Triangle Securities Wealth Management 3.47% Add +4.2% 20,518 $15.3M
Crewe Advisors LLC 1.45% Add +0.0% 20,379 $15.2M
Arkansas Financial Group, Inc. 2.20% Reduce -0.4% 19,977 $14.9M
Atria Investments, Inc 0.17% Reduce -3.9% 19,926 $14.9M
Chatham Capital Group, Inc. 2.10% Reduce -2.9% 19,541 $14.6M
Snowden Capital Advisors LLC 0.40% Reduce -2.4% 19,445 $14.5M
Sage Mountain Advisors LLC 0.82% No change 19,227 $14.4M
Certified Advisory Corp 1.36% Add +0.4% 19,159 $14.3M
TRUE Private Wealth Advisors 1.46% Reduce -4.1% 19,102 $14.3M
Greenwood Gearhart LLC 0.82% No change 18,976 $14.2M
Wall Street Financial Group, Inc. 10.26% Reduce -5.4% 18,761 $14.0M
SWAN Capital LLC 5.63% Reduce -31.4% 18,590 $13.9M
Foundations Investment Advisors, LLC 0.20% Add +12.7% 18,499 $13.8M
Alexander Labrunerie & Co., Inc. 5.14% Reduce -1.2% 18,448 $13.8M
Evelyn Partners Investment Management (Europe) Ltd 4.76% Add +0.3% 18,408 $13.7M
Van Eck Associates Corp. 0.01% No change 18,342 $13.7M
Magnolia Wealth Management, LLC 8.46% Reduce -1.5% 18,307 $13.7M
Hobart Private Capital, LLC 2.86% Reduce -2.5% 18,275 $13.6M
Beacon Pointe Advisors, LLC 0.12% Add +25.3% 18,167 $13.6M
Advisory Services Network, LLC 0.20% Add +2.2% 17,833 $13.3M
First PREMIER Bank 3.01% Reduce -0.7% 17,761 $13.3M
O'shaughnessy Asset Management, LLC 0.08% Add +17.4% 17,526 $13.1M
Principle Wealth Partners LLC 0.75% Reduce -0.7% 17,349 $13.0M
BIP Wealth, LLC 0.63% Add +1134.7% 17,125 $12.8M
Bokf, NA 0.19% Reduce -3.1% 17,070 $12.7M
Capital Planning LLC 3.69% Reduce -1.9% 16,981 $12.7M
Strengthening Families & Communities, LLC 2.77% Reduce -4.8% 16,945 $12.5M
John Boyer, Inc. 12.39% — 16,628 $12.4M
Olistico Wealth, LLC 6.52% Reduce -1.1% 16,523 $12.3M
US Bancorp \de 0.01% Reduce -0.4% 16,479 $12.3M
Atlas Legacy Advisors, LLC 2.35% Add +1.1% 16,322 $12.2M
Penobscot Wealth Management 3.90% Reduce -5.2% 16,278 $12.2M
Gotham Asset Management 0.05% Add +44.3% 16,215 $12.1M
Independent Financial Group, LLC 0.29% Add +11.9% 16,192 $12.1M
Brookstone Capital Management 0.14% Add +38.6% 16,175 $12.1M
JBR Co Financial Management Inc 5.11% Add +1.9% 16,170 $12.1M
Titleist Asset Management, LLC 1.06% Add +13.3% 16,162 $12.1M
IFG Advisory, LLC 0.54% Add +0.5% 16,005 $11.9M
Haverford Trust Co 0.11% Reduce -0.1% 15,758 $11.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -22.8% 15,611 $11.7M
Western Wealth Management, LLC 0.61% Add +4.3% 15,570 $11.6M
Leavell Investment Management, Inc. 0.49% Reduce -4.5% 15,456 $11.5M
Barings LLC 0.23% No change 15,411 $11.5M
Bouchey Financial Group, Ltd. 0.88% Reduce -1.5% 15,362 $11.5M
Neuberger Berman Group LLC 0.01% Add +0.1% 15,311 $11.4M
Focused Wealth Management, Inc 1.23% Reduce -1.2% 15,229 $11.4M
D.A. Davidson & Co. 0.07% Add +30.5% 15,201 $11.3M
Glenmede Investment Management, LP 0.05% Reduce -33.5% 15,123 $11.3M
Financial Freedom, LLC 5.60% Add +0.0% 15,052 $11.2M
NWF Advisory Services Inc. 1.23% Add +4.5% 15,006 $11.2M
Fifth Third Securities, Inc. 0.76% Reduce -3.4% 14,857 $11.1M
Patton Albertson Miller Group, LLC 1.34% Reduce -4.5% 14,817 $11.1M
New Insight Wealth Advisors 4.11% Reduce -0.7% 14,633 $10.9M
Royal Fund Management, LLC 1.31% Reduce -3.8% 14,552 $10.9M
Prospera Financial Services Inc 0.18% Add +5.3% 14,253 $10.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -4.4% 14,275 $10.7M
Naples Global Advisors, LLC 0.82% Reduce -0.2% 14,089 $10.5M
Kingswood Wealth Advisors, LLC 0.64% Add +58.8% 14,073 $10.5M
Quaker Wealth Management, LLC 3.41% Reduce -9.0% 14,030 $10.5M
Axiom Financial Strategies, LLC 4.49% Reduce -45.9% 13,974 $10.4M
Farther Finance Advisors, LLC 0.16% Add +16.9% 13,934 $10.4M
Vermillion Wealth Management, Inc. 2.85% Reduce -7.3% 13,933 $10.4M
Synovus Financial Corp. 0.12% Add +1.8% 13,875 $10.4M
Perennial Investment Advisors, LLC 0.86% Reduce -2.0% 13,861 $10.4M
&partners 0.07% Add +5.5% 13,855 $10.3M
TD Private Client Wealth LLC 0.23% Reduce -5.2% 13,731 $10.3M
Allworth Financial LP 0.04% Add +7.7% 13,603 $10.2M
Advisors Capital Management, LLC 0.13% Reduce -4.7% 13,491 $10.1M
Cibc World Market Inc. 0.02% Add +3.3% 13,453 $10.0M
Moneta Group Investment Advisors LLC 0.08% Add +3.0% 13,431 $10.0M
NorthCrest Asset Manangement, LLC 0.24% Add +0.2% 13,175 $9.9M
Aspiriant, LLC 0.30% Add +2.0% 13,148 $9.8M
Altura Wealth Advisors Inc. 4.62% Add +13.0% 13,007 $9.7M
CIBC Private Wealth Group LLC 0.02% Reduce -13.0% 13,004 $9.7M
Vista Investment Management 3.31% Add +3.1% 12,714 $9.5M
Bank of New York Mellon Corp 0.00% Add +2.6% 12,644 $9.4M
B. Riley Wealth Advisors, Inc. 0.45% Add +2.5% 12,577 $9.4M
Cornerstone Advisors Asset Management, LLC 1.63% Reduce -10.0% 12,493 $9.3M
E&G Advisors, LLC 2.14% Add +0.0% 12,336 $9.2M
Parallel Advisors, LLC 0.17% Reduce -0.5% 12,226 $9.1M
Transatlantique Private Wealth LLC 2.96% Add +7.7% 12,137 $9.1M
Cwm, LLC 0.03% Reduce -1.4% 12,106 $9.0M
Allianz Asset Management GmbH 0.01% New 12,100 $9.0M
Creative Financial Designs Inc. 0.60% Add +6.1% 11,974 $8.9M
Flagship Private Wealth, LLC 3.59% Add +1.2% 11,967 $8.9M
Ameritas Advisory Services, LLC 0.58% Add +58.9% 11,869 $8.9M
U.S. Capital Wealth Advisors, LLC 0.24% Add +0.8% 11,859 $8.9M
MOKAN Wealth Management Inc. 4.45% Add +15.5% 11,863 $8.8M
Culbertson A N & Co. Inc. 1.25% Reduce -0.1% 11,843 $8.8M
Bravias Capital Group, LLC 5.90% Add +6.1% 11,821 $8.8M
Wellington Management Group LLP 0.00% New 11,750 $8.8M
Tandem Wealth Advisors LLC 4.06% Reduce -15.6% 11,443 $8.5M
Hancock Whitney Corp. 0.15% Reduce -4.3% 11,337 $8.5M
Advantage Trust Co 3.82% Reduce -10.2% 11,322 $8.5M
FPC Investment Advisory, Inc. 5.06% Reduce -3.4% 11,290 $8.4M
WealthTrust Asset Management, LLC 5.80% Add +35.0% 11,218 $8.4M
VestGen Advisors, LLC 0.28% Add +545.9% 11,180 $8.3M
Dagco, Inc. 2.10% Add +3.1% 11,171 $8.3M
Flputnam Investment Management Co. 0.12% Reduce -12.9% 11,111 $8.3M
Ausdal Financial Partners, Inc. 0.40% Reduce -3.8% 11,078 $8.3M
Neville Rodie & Shaw Inc. 0.60% Reduce -10.0% 11,051 $8.3M
Choreo, LLC 0.11% Add +6.8% 11,051 $8.3M
Kingsview Wealth Management, LLC 0.13% Add +8.5% 11,035 $8.2M
Security Financial Services, INC. 1.33% No change 11,010 $8.2M
Federation des caisses Desjardins du Quebec 0.03% Add +1.2% 10,986 $8.2M
Belpointe Asset Management LLC 0.31% Reduce -3.2% 10,970 $8.2M
Signature Estate & Investment Advisors LLC 0.17% Add +1.8% 10,929 $8.2M
Sigma Planning Corp 0.23% Add +28.8% 10,849 $8.1M
Gladstone Institutional Advisory LLC 0.31% Reduce -0.9% 10,810 $8.1M
NorthRock Partners, LLC 0.14% Add +105.5% 10,628 $7.9M
Richmond Brothers, Inc. 4.94% Reduce -3.5% 10,475 $7.8M
Williams Jones Wealth Management, LLC. 0.09% Reduce -0.9% 10,407 $7.8M
BlackRock, Inc. 0.00% Add +55.6% 10,372 $7.7M
Marshall & Sterling Wealth Advisors Inc. 4.79% Add +0.2% 10,091 $7.5M
Clark Capital Management Group, Inc. 0.05% Add +250.7% 9,969 $7.4M
Retirement Planning Group, LLC 0.26% Add +53.8% 9,844 $7.3M
AE Wealth Management LLC 0.05% Add +0.9% 9,783 $7.3M
Wealthcare Advisory Partners LLC 0.15% Add +1.8% 9,781 $7.3M
Joel Isaacson & Co., LLC 0.26% Add +0.1% 9,709 $7.2M
Modera Wealth Management, LLC 0.08% Reduce -0.3% 9,617 $7.2M
NewEdge Wealth, LLC 0.10% Add +3.0% 9,215 $7.2M
Magnus Financial Group LLC 0.56% Add +23.8% 9,546 $7.1M
Raab & Moskowitz Asset Management LLC 1.59% Reduce -0.1% 9,536 $7.1M
First Bancorp, Inc 3.75% Add +1.4% 9,448 $7.1M
Syon Capital LLC 0.38% Reduce -3.3% 9,444 $7.1M
Optimum Investment Advisors 2.79% Reduce -3.5% 9,427 $7.0M
Financial Advisory Partners, LLC 2.03% Add +1.7% 9,319 $7.0M
Keybank National Association 0.02% Reduce -14.4% 9,265 $6.9M
GWN Securities Inc. 1.60% Reduce -50.3% 9,228 $6.9M
Diversified Enterprises, LLC 0.47% Add +4.9% 9,248 $6.9M
Sequoia Financial Advisors, LLC 0.04% Add +13.2% 9,174 $6.8M
Valley National Advisers Inc. 1.06% Reduce -2.0% 9,124 $6.8M
Fairway Financial, LLC 5.31% Reduce -0.1% 9,029 $6.7M
Trinity Legacy Partners, LLC 1.55% Reduce -0.6% 8,471 $6.7M
Pallas Capital Advisors LLC 0.25% Reduce -1.3% 8,982 $6.7M
Bank of New Hampshire 1.54% Reduce -0.3% 8,968 $6.7M
SeaCrest Wealth Management, LLC 0.70% Add +5.0% 8,674 $6.7M
Prime Capital Investment Advisors, LLC 0.08% Reduce -0.3% 8,893 $6.6M
MMBG Investment Advisors Co. 0.58% Reduce -0.4% 8,850 $6.6M
Manchester Capital Management LLC 0.90% Reduce -7.4% 8,843 $6.6M
Wulff, Hansen & Co. 5.67% Reduce -0.4% 8,824 $6.6M
Hilltop Holdings Inc. 0.35% Add +16.8% 8,817 $6.6M
Kesler, Norman & Wride, LLC 1.29% Reduce -5.2% 10,562 $6.6M
CreativeOne Wealth, LLC 0.16% Add +5.5% 8,765 $6.5M
MY Wealth Management Inc. 5.73% Add +0.6% 8,745 $6.5M
Drucker Wealth 3.0, LLC 1.15% Reduce -47.0% 8,626 $6.4M
Oliver Luxxe Assets LLC 1.02% Add +2.6% 8,605 $6.4M
Strategic Investment Solutions, Inc. 1.69% Add +33.1% 8,561 $6.4M
Sound Stewardship, LLC 3.07% Reduce -1.3% 8,562 $6.4M
Strive Asset Management, LLC 3.45% Reduce -0.3% 8,518 $6.4M
Oak Harvest Investment Services 0.74% Add +6.2% 8,509 $6.4M
World Investment Advisors 0.13% Add +16.6% 8,475 $6.3M
Fischer Financial Services, Inc. 1.70% Reduce -12.6% 8,458 $6.3M
Wealthspire Retirement, LLC 0.40% Add +0.1% 8,450 $6.3M
IHT Wealth Management, LLC 0.16% Reduce -7.8% 8,447 $6.3M
BTG Pactual Asset Management US LLC 0.74% Add +1.0% 9,421 $6.2M
Commerce Bank 0.03% Reduce -1.3% 8,348 $6.2M
BNP Paribas Financial Markets 0.00% Reduce -5.7% 8,344 $6.2M
Bessemer Group Inc. 0.01% Reduce -3.7% 8,320 $6.2M
Strategic Blueprint, LLC 0.27% Add +6.8% 8,308 $6.2M
Summit Financial, LLC 0.09% Reduce -1.6% 8,280 $6.2M
Empower Advisory Group, LLC 0.02% Reduce -1.0% 8,170 $6.1M
Focus Financial Network, Inc. 0.22% Reduce -0.8% 8,163 $6.1M
Global Retirement Partners, LLC 0.14% Add +5.6% 8,161 $6.1M
Rothschild Wealth LLC 1.32% Add +591.7% 8,127 $6.1M
Exchange Traded Concepts, LLC 0.06% Add +0.9% 8,124 $6.1M
Bartlett & Co. Wealth Management LLC 0.08% No change 8,117 $6.1M
DAVENPORT & Co LLC 0.03% Reduce -2.0% 7,969 $5.9M
Eley Financial Management, Inc 2.14% Reduce -2.9% 7,963 $5.9M
Realta Investment Advisors 1.98% Add +6.3% 7,925 $5.9M
Chicago Partners Investment Group LLC 0.15% Reduce -0.1% 7,409 $5.9M
Marion Wealth Management 1.36% Reduce -0.9% 7,665 $5.7M
Mission Wealth Management, LP 0.12% Reduce -3.7% 7,663 $5.7M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -5.0% 7,616 $5.7M
Dakota Wealth Management 0.11% Add +17.1% 7,541 $5.6M
Tandem Investment Partners LLC 4.62% Reduce -3.6% 7,530 $5.6M
Bulwark Capital Corp 4.37% No change 7,530 $5.6M
Fingerlakes Wealth Management, Inc. 3.67% Reduce -0.9% 7,529 $5.6M
Sheridan Capital Management, LLC 2.96% Reduce -26.5% 7,505 $5.6M
Summit Trail Advisors, LLC 0.08% Add +1.1% 7,417 $5.5M
Main Street Financial Solutions, LLC 0.35% Add +8.5% 7,401 $5.5M
Freestone Capital Holdings, LLC 0.17% Reduce -1.2% 7,397 $5.5M
Proficio Capital Partners LLC 0.38% Reduce -99.5% 7,393 $5.5M
Davis Investment Partners, LLC 1.88% Reduce -0.3% 7,320 $5.5M
Sierra Capital LLC 0.60% No change 7,340 $5.5M
Mather Group, Llc. 0.06% Add +1.3% 7,333 $5.5M
Wedmont Private Capital 0.20% Add +0.6% 7,249 $5.5M
Ignite Planners, LLC 0.89% Add +0.0% 7,306 $5.5M
Acorn Creek Capital LLC 2.04% Reduce -1.0% 7,224 $5.4M
Quadrant Capital Group LLC 0.18% Reduce -7.4% 7,218 $5.4M
Joule Financial, LLC 1.61% Reduce -5.8% 7,178 $5.4M
CENTRAL TRUST Co 0.11% Reduce -0.4% 6,926 $5.2M
PFG Advisors 0.21% Reduce -1.5% 6,921 $5.2M
Atlantic Union Bankshares Corp 0.10% Add +13.2% 6,890 $5.1M
Apexium Financial, LP 0.25% Reduce -1.4% 6,875 $5.1M
Diversify Wealth Management, LLC 0.30% Reduce -2.1% 6,437 $5.1M
International Assets Investment Management, LLC 0.41% No change 7,805 $5.1M
Goepper Burkhardt LLC 1.74% Add +49.8% 6,833 $5.1M
Farmers National Bank 1.21% Reduce -3.0% 6,812 $5.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -55.2% 6,806 $5.1M
Sunbelt Securities, Inc. 0.35% Add +24.9% 6,802 $5.1M
Atlantic Family Wealth, LLC 3.90% Add +2.6% 6,752 $5.0M
Rehmann Capital Advisory Group 0.28% Reduce -2.7% 6,740 $5.0M
Evolution Wealth Advisors, LLC 0.67% Reduce -5.1% 6,722 $5.0M
Schnieders Capital Management, Llc. 0.81% — 6,713 $5.0M
One Charles Private Wealth Services, LLC 1.31% Add +21.8% 6,675 $5.0M
Arkadios Wealth Advisors 0.12% Add +3.6% 6,661 $5.0M
TD Waterhouse Canada Inc. 0.03% Add +0.7% 6,561 $4.9M
Trilogy Capital Inc. 0.23% Reduce -36.1% 6,566 $4.9M
Principal Securities, Inc. 0.08% Reduce -11.4% 6,560 $4.9M
Asset Management Group, Inc. 0.80% Reduce -0.1% 6,545 $4.9M
Cathy Pareto & Associates, Inc. 3.68% Reduce -2.4% 6,540 $4.9M
N.E.W. Advisory Services LLC 0.43% Reduce -1.5% 6,515 $4.9M
Index Fund Advisors, Inc. 0.24% Add +0.4% 6,496 $4.9M
Meitav Investment House Ltd. 0.06% Reduce -1.3% 6,478 $4.8M
MontVue Capital Management, Inc. 3.23% Reduce -0.5% 6,458 $4.8M
Avidian Wealth Enterprises, LLC 0.18% Reduce -9.5% 6,458 $4.8M
Bellevue Asset Management, LLC 2.21% Add +0.3% 6,446 $4.8M
Smith Salley Wealth Management 0.25% Reduce -0.5% 6,428 $4.8M
Idaho Trust Co 1.61% Reduce -1.9% 6,419 $4.8M
Associated Banc-Corp 0.13% Reduce -2.4% 6,408 $4.8M
Wedbush Securities Inc. 0.15% Add +37.9% 6,338 $4.7M
Transcend Capital Advisors, LLC 0.33% Add +1.1% 6,337 $4.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +98.4% 6,326 $4.7M
Clifford Group, LLC 3.68% Reduce -3.5% 6,326 $4.7M
Zhang Financial LLC 0.19% Add +0.9% 6,320 $4.7M
Vanguard Group Inc. 0.00% Add +3.3% 6,317 $4.7M
Capital Advisors Inc. 0.08% Add +2.1% 6,306 $4.7M
Trust Co. of Vermont 0.20% Add +1.2% 6,279 $4.7M
Stratos Wealth Advisors, LLC 0.23% Add +1.4% 6,275 $4.7M
Cardinal Point Capital Management ULC 0.33% Reduce -10.2% 6,197 $4.7M
Theory Financial LLC 1.63% Add +27.5% 6,062 $4.6M
Ashton Thomas Private Wealth, LLC 0.12% Add +1776.9% 6,175 $4.6M
Childress Capital Advisors, LLC 0.84% No change 6,141 $4.6M
New Wave Wealth Advisors LLC 1.78% Add +47.0% 6,116 $4.6M
Insigneo Advisory Services, LLC 0.32% Add +8.3% 6,108 $4.6M
PCG Asset Management, LLC 3.66% Add +0.0% 6,105 $4.6M
McAdam, LLC 0.22% Add +11.4% 6,099 $4.6M
Tudor Investment Corporation 0.03% New 6,033 $4.5M
Old National Bancorp 0.08% Reduce -2.3% 6,009 $4.5M
Innovative Wealth Building LLC 3.49% Add +5.8% 5,999 $4.5M
Compound Planning, Inc. 0.14% Add +22.1% 5,989 $4.5M
Sharper & Granite LLC 1.60% Add +42.4% 5,982 $4.5M
Wealthspire Advisors, LLC 0.02% Add +3.3% 5,970 $4.5M
Patriot Investment Management Group, Inc. 0.29% Reduce -2.8% 5,950 $4.4M
Savant Capital, LLC 0.03% Reduce -2.2% 5,928 $4.4M
FRG Family Wealth Advisors LLC 0.71% Add +9.2% 5,897 $4.4M
Waldron Private Wealth LLC 0.18% Add +3.6% 5,853 $4.4M
Ciovacco Capital Management LLC 2.19% Reduce -1.8% 5,837 $4.4M
Caprock Group, LLC 0.11% — 6,189 $4.3M
Simmons Bank 0.29% Reduce -0.7% 5,752 $4.3M
Parker Investment Management, LLC 0.58% Reduce -10.1% 5,719 $4.3M
Wolff Financial Management LLC 0.99% Reduce -0.1% 5,697 $4.3M
Live Oak Investment Partners 2.78% Add +4.2% 5,627 $4.2M
High Net Worth Advisory Group LLC 1.01% Add +2.1% 5,625 $4.2M
Highline Wealth Partners LLC 1.13% Reduce -6.4% 5,610 $4.2M
Daymark Wealth Partners, LLC 0.14% Add +0.5% 5,584 $4.2M
Thomasville National Bank 0.26% Add +6.1% 5,554 $4.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +2.8% 5,351 $4.1M
Ballast, Inc. 1.00% Add +6.2% 5,505 $4.1M
Waverly Advisors, LLC 0.04% Reduce -0.4% 5,466 $4.1M
Tranquilli Financial Advisor LLC 2.41% Reduce -11.1% 5,463 $4.1M
New England Private Wealth Advisors LLC 0.54% Add +0.0% 5,452 $4.1M
Shira Ridge Wealth Management 1.73% Reduce -1.5% 5,451 $4.1M
Jacobi Capital Management LLC 0.25% Reduce -1.1% 5,393 $4.0M
Orser Capital Management, LLC 2.12% Reduce -8.4% 5,390 $4.0M
Aptus Capital Advisors, LLC 0.04% Add +2.9% 5,358 $4.0M
Salomon & Ludwin, LLC 0.36% Reduce -3.7% 5,291 $4.0M
D. E. Shaw & Co. 0.00% Reduce -39.1% 5,299 $4.0M
RBA Wealth Management, LLC 1.36% Add +3.2% 5,283 $3.9M
Certior Financial Group, LLC 2.68% Add +5.4% 5,279 $3.9M
CMG Global Holdings, LLC 1.93% Add +22.4% 5,232 $3.9M
Smith, Moore & Co. 0.30% Add +2.4% 5,243 $3.9M
Rathbones Group PLC 0.02% Add +1.7% 5,218 $3.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -20.9% 5,200 $3.9M
Insight Advisors, LLC/ PA 0.59% Add +0.7% 5,166 $3.9M
Bison Wealth, LLC 0.35% Reduce -7.7% 4,832 $3.8M
Stephens Inc. 0.05% Add +6.7% 5,145 $3.8M
Vestmark Advisory Solutions, Inc. 0.07% Add +268.7% 5,125 $3.8M
Certuity, LLC 0.26% Add +3.8% 5,122 $3.8M
Cozad Asset Management Inc. 0.30% Reduce -0.7% 5,113 $3.8M
Apollon Financial, LLC 0.64% Add +1.6% 5,102 $3.8M
Park Avenue Securities LLC 0.03% Add +39.8% 5,063 $3.8M
Lam Group, Inc. 2.32% Reduce -4.0% 5,008 $3.7M
Physician Wealth Advisors, Inc. 0.53% Add +11.1% 4,997 $3.7M
St. Nicholas Private Asset Management, Inc. 3.23% Reduce -2.1% 4,978 $3.7M
Obsidian Cio, LLC 0.49% Add +49.6% 4,958 $3.7M
CWA Asset Management Group, LLC 0.14% Reduce -1.1% 4,884 $3.6M
Premier Path Wealth Partners, LLC 0.47% Reduce -2.9% 4,880 $3.6M
Birchcreek Wealth Management, LLC 1.87% Reduce -6.0% 4,847 $3.6M
Latko Wealth Management, Ltd. 1.82% Reduce -12.6% 4,813 $3.6M
Jane Street Group, LLC 0.00% Reduce -62.8% 4,810 $3.6M
Essex Financial Services, Inc. 0.21% Add +7.0% 4,799 $3.6M
WMG Financial Advisors, LLC 1.20% Add +40.3% 4,799 $3.6M
First Horizon Corp. 0.17% — 4,757 $3.6M
Elm Partners Management LLC 0.18% Add +6.4% 4,720 $3.5M
Mainsail Asset Management, LLC 1.54% Reduce -5.6% 4,693 $3.5M
Valeo Financial Advisors, LLC 0.08% Add +0.8% 4,660 $3.5M
Lodestar Private Asset Management LLC 0.36% Reduce -1.0% 4,654 $3.5M
Citizens Financial Group Inc. 0.05% Add +23.9% 4,653 $3.5M
Concentrum Wealth Management 1.00% Add +2.0% 4,651 $3.5M
Bristlecone Advisors, LLC 0.29% Reduce -63.8% 4,636 $3.5M
Connecticut Wealth Management, LLC 0.15% Add +683.1% 4,628 $3.5M
JNBA Financial Advisors 0.31% No change 4,614 $3.4M
Ascent Group, LLC 0.12% Add +4.3% 4,606 $3.4M
SteelPeak Wealth, LLC 0.11% Add +29.9% 4,503 $3.4M
Compass Ion Advisors, LLC 0.32% Add +0.5% 4,503 $3.4M
NBT Bank, N.A. 0.22% Reduce -72.8% 1,227 $3.4M
Resolute Advisors LLC 0.86% Add +0.1% 4,487 $3.4M
Steel Grove Capital Advisors, LLC 0.40% No change 5,044 $3.3M
Cary Street Partners Financial LLC 0.09% Add +2.3% 4,464 $3.3M
Archford Capital Strategies, LLC 0.40% Reduce -3.3% 4,445 $3.3M
Composition Wealth, LLC 0.05% Add +48.7% 4,443 $3.3M
Hopwood Financial Services, Inc. 2.21% Add +0.2% 4,420 $3.3M
United Capital Financial Advisors, LLC 0.02% Add +1.8% 4,419 $3.3M
Institute for Wealth Management, LLC. 0.34% Add +8.4% 4,417 $3.3M
Symphony Financial Services, Inc. 1.77% Add +6.3% 4,398 $3.3M
Evoke Wealth, LLC 0.07% Add +4.8% 4,396 $3.3M
Susquehanna International Group, LLP 0.00% New 4,386 $3.3M
L. Roy Papp & Associates, LLP 0.37% No change 4,374 $3.3M
Garde Capital, Inc. 0.16% Add +0.5% 4,356 $3.3M
Rwa Wealth Partners, LLC 0.04% Add +1.7% 4,349 $3.2M
StoneX Group Inc. 0.14% Reduce -12.5% 4,303 $3.2M
Truepoint, Inc. 0.07% Reduce -2.2% 4,294 $3.2M
Curated Wealth Partners LLC 0.39% No change 4,293 $3.2M
Centaurus Financial, Inc. 0.15% Add +3.9% 4,293 $3.2M
National Wealth Management Group, LLC 1.21% Add +5.1% 4,290 $3.2M
Global Wealth Management, LLC 1.68% Reduce -6.5% 4,280 $3.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +9.3% 4,262 $3.2M
Ayalon Insurance Comp Ltd. 0.80% No change 4,246 $3.2M
Mitchell Sinkler & Starr 1.41% Add +1.7% 4,213 $3.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -4.5% 4,207 $3.1M
Lanark Financial, Inc. 0.24% Add +6.5% 4,204 $3.1M
Peregrine Asset Advisers, Inc. 0.94% Add +0.0% 4,183 $3.1M
Liberty Wealth Management LLC 0.44% Add +5.3% 4,174 $3.1M
Smith Asset Management Co., LLC 2.63% Add +9.2% 4,140 $3.1M
Axxcess Wealth Management, LLC 0.07% Reduce -0.5% 4,137 $3.1M
Tradition Wealth Management, LLC 0.23% Add +10.5% 4,129 $3.1M
Stonebridge Financial Planning Group, LLC 1.14% Reduce -5.4% 4,077 $3.0M
Brookwood Investment Group LLC 0.39% Reduce -14.8% 4,073 $3.0M
Checchi Capital Advisers, LLC 0.21% Add +0.5% 4,071 $3.0M
Tsfg, LLC 0.48% Add +0.1% 4,067 $3.0M
Absolute Capital Management, LLC 1.29% Reduce -17.0% 4,043 $3.0M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.4% 4,033 $3.0M
Sovran Advisors, LLC 0.26% New 3,763 $3.0M
Tradewinds, LLC. 0.72% Add +309.9% 3,972 $3.0M
Whittier Trust Co. 0.03% Reduce -19.1% 3,880 $2.9M
BLB&B Advisors, LLC 0.13% Add +5.6% 3,924 $2.9M
Center for Financial Planning, Inc. 0.31% No change 3,909 $2.9M
Strategic Family Wealth Counselors, L.L.C. 0.75% Add +9.9% 3,908 $2.9M
Gallagher Capital Advisors, LLC 1.67% Reduce -13.2% 6,149 $2.9M
Crestwood Advisors Group, LLC 0.05% Add +4.8% 3,887 $2.9M
Elevation Point Wealth Partners, LLC 0.20% Add +266.4% 3,887 $2.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -12.9% 3,883 $2.9M
GPM Growth Investors, Inc. 1.11% Reduce -4.4% 3,875 $2.9M
OneDigital Investment Advisors LLC 0.03% Add +1.2% 3,871 $2.9M
Eclectic Associates Inc. 0.53% Reduce -10.4% 3,864 $2.9M
Griffin Asset Management, Inc. 0.32% Add +43.5% 3,857 $2.9M
Clearstead Advisors, LLC 0.04% Reduce -2.2% 3,814 $2.8M
North Star Asset Management Inc. 0.12% Add +234.5% 3,803 $2.8M
tru Independence LLC 0.74% Reduce -0.3% 3,802 $2.8M
TruWealth Advisors, LLC 0.14% Add +0.0% 3,757 $2.8M
SouthState Bank Corp 0.13% Reduce -5.5% 3,703 $2.8M
Leelyn Smith, LLC 0.41% No change 3,655 $2.7M
LOM Asset Management Ltd 0.83% Reduce -1.6% 3,628 $2.7M
Harbor Asset Planning, Inc. 2.41% Add +0.0% 3,595 $2.7M
Christensen, King & Associates Investment Services, Inc. 1.15% No change 3,598 $2.7M
Csenge Advisory Group 0.13% Add +58.4% 3,598 $2.7M
Fiduciary Alliance LLC 0.18% Add +3.9% 3,577 $2.7M
Krilogy Financial LLC 0.10% New 3,423 $2.7M
GC Wealth Management RIA, LLC 0.09% Add +40.6% 3,547 $2.6M
Busey Bank 0.07% Add +2.0% 3,547 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -0.3% 3,542 $2.6M
Bright Financial Advisors, Inc. 1.29% No change 3,525 $2.6M
Soltis Investment Advisors LLC 0.18% Reduce -34.7% 3,512 $2.6M
Avantax Planning Partners, Inc. 0.08% Add +2.4% 3,510 $2.6M
Goldstone Financial Group, LLC 0.31% Add +17.6% 3,499 $2.6M
Tower View Wealth Management LLC 1.34% Add +1.6% 3,466 $2.6M
Douglass Winthrop Advisors, LLC 0.04% No change 3,445 $2.6M
Darrow Company, Inc. 1.19% No change 3,363 $2.6M
FourThought Financial Partners, LLC 0.22% Add +0.0% 3,399 $2.5M
Bragg Financial Advisors, Inc 0.08% Reduce -0.1% 3,394 $2.5M
Hazlett, Burt & Watson, Inc. 0.89% Reduce -0.6% 3,391 $2.5M
Heritage Investment Group, Inc. 0.40% No change 3,360 $2.5M
Atticus Wealth Management, LLC 0.63% Reduce -0.2% 3,331 $2.5M
Clifford Swan Investment Counsel LLC 0.08% No change 3,328 $2.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Add +49.1% 3,327 $2.5M
Franklin Resources Inc. 0.00% Add +29.0% 3,310 $2.5M
Midwest Trust Co 0.03% Reduce -0.4% 3,309 $2.5M
LPWM LLC 0.66% Add +5.0% 3,301 $2.5M
Kovack Advisors, Inc. 0.23% Reduce -2.8% 3,293 $2.5M
Nwam LLC 0.13% Reduce -5.2% 3,228 $2.5M
Simplicity Wealth,LLC 0.14% Add +53.9% 3,285 $2.5M
Betterment LLC 0.00% Add +18.0% 3,276 $2.4M
Deutsche Bank AG 0.00% No change 3,275 $2.4M
Integrity Alliance, Llc. 0.12% Add +170.9% 3,265 $2.4M
Synergy Financial Group, LTD 1.64% Add +3.6% 3,262 $2.4M
One Capital Management, LLC 0.08% Add +233.3% 3,250 $2.4M
MBL Wealth, LLC 0.21% Add +0.1% 3,237 $2.4M
Cardiff Park Advisors, LLC 0.19% Add +19.1% 3,231 $2.4M
Wealth Management Associates, Inc. 0.85% Reduce -0.1% 3,226 $2.4M
W Advisors, LLC 1.26% Reduce -2.5% 3,213 $2.4M
Evercore Wealth Management, LLC 0.03% No change 3,175 $2.4M
HF Advisory Group, LLC 0.87% Add +3.0% 3,172 $2.4M
Traynor Capital Management, Inc. 0.14% Reduce -2.9% 3,169 $2.4M
Davis R M Inc. 0.04% No change 3,151 $2.4M
Bridgewater Advisors Inc. 0.16% Add +12.0% 3,084 $2.4M
Tritonpoint Wealth, LLC 0.20% No change 3,138 $2.3M
Cora Capital Advisors LLC 0.99% No change 3,130 $2.3M
Blackston Financial Advisory Group, LLC 1.39% Reduce -6.8% 3,129 $2.3M
Brighton Jones LLC 0.06% Add +2.3% 3,128 $2.3M
Benjamin Edwards Inc. 0.03% Add +15.3% 3,118 $2.3M
PFG Investments, LLC 0.12% Add +11.9% 3,113 $2.3M
Meridian Wealth Management, LLC 0.09% Reduce -0.6% 3,105 $2.3M
Flagship Harbor Advisors, LLC 0.10% Reduce -1.2% 3,105 $2.3M
SOA Wealth Advisors, LLC. 0.38% Reduce -4.0% 3,102 $2.3M
Hanover Advisors Inc. 0.89% Reduce -0.9% 3,074 $2.3M
Clarius Group, LLC 0.14% Reduce -25.9% 3,066 $2.3M
Schrum Private Wealth Management LLC 1.67% Reduce -4.7% 3,050 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -11.5% 3,047 $2.3M
Cornerstone Wealth Management, LLC 0.13% Reduce -7.3% 3,042 $2.3M
Capital Investment Advisors, LLC 0.04% Add +14.7% 3,034 $2.3M
City State Bank 0.65% Add +1.4% 3,031 $2.3M
Panoramic Investment Advisors, LLC 1.27% Reduce -0.2% 3,027 $2.3M
Retirement Guys Formula LLC 0.79% Reduce -6.9% 3,000 $2.2M
Bryn Mawr Trust Advisors, LLC 0.11% Reduce -4.8% 2,994 $2.2M
Ritholtz Wealth Management 0.04% Add +44.6% 2,967 $2.2M
KDK Private Wealth Management, LLC 2.25% Reduce -1.0% 2,967 $2.2M
Evanson Asset Management, LLC 0.12% Reduce -6.4% 2,966 $2.2M
Marex Group Ltd 0.03% New 2,963 $2.2M
CWS Financial Advisors, LLC 0.61% Add +0.1% 2,943 $2.2M
Retireful, LLC 2.12% Add +3.5% 2,941 $2.2M
Meridian Investment Counsel Inc. 0.54% No change 2,933 $2.2M
Indiana Trust & Investment Management Co 0.67% No change 2,928 $2.2M
Silver Oak Securities, Incorporated 0.16% Reduce -17.2% 2,916 $2.2M
Finward Bancorp 1.64% Reduce -5.4% 2,884 $2.2M
LBMC Investment Advisors, LLC 0.14% No change 2,864 $2.1M
Citizens National Bank Trust Department 0.38% Reduce -0.7% 2,863 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -57.2% 2,873 $2.1M
Pathway Financial Advisors LLC 0.28% No change 2,852 $2.1M
Wesbanco Bank Inc. 0.06% Add +1.5% 2,826 $2.1M
Keystone Financial Group 0.16% Add +39.7% 2,796 $2.1M
One Day In July LLC 0.18% No change 2,812 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +5.6% 2,806 $2.1M
Rolek Wealth Management LLC 1.56% Reduce -8.3% 2,790 $2.1M
Peachtree Investment Partners, LLC 0.72% Add +0.0% 2,784 $2.1M
McGuire Investment Group, LLC 0.24% Reduce -1.3% 2,779 $2.1M
AlTi Global, Inc. 0.05% Reduce -0.7% 2,759 $2.1M
TTP Investments, Inc. 0.60% No change 2,716 $2.1M
Next Capital Management LLC 0.69% No change 2,755 $2.1M
Lazard Asset Management LLC 0.00% Reduce -19.8% 3,433 $2.1M
RFG Advisory, LLC 0.04% Reduce -25.0% 2,753 $2.1M
Coldstream Capital Management Inc. 0.03% Add +55.3% 2,748 $2.1M
Valmark Advisers, Inc. 0.03% Add +0.2% 2,746 $2.1M
Houlihan Financial Resource Group, Ltd. 1.80% Reduce -45.9% 2,744 $2.0M
Quantum Financial Advisors, LLC 0.25% No change 2,743 $2.0M
CRA Financial Services, LLC 0.28% No change 2,738 $2.0M
Highland Financial Advisors, LLC 0.59% Add +16.8% 2,734 $2.0M
Forefront Wealth Management Inc. 1.49% Add +0.0% 2,724 $2.0M
American Trust 0.17% Add +3.7% 2,720 $2.0M
Affiance Financial, LLC 0.37% Add +2.5% 2,709 $2.0M
Venture Visionary Partners LLC 0.07% Reduce -0.5% 2,697 $2.0M
Austin Wealth Management, LLC 0.32% Add +0.0% 2,675 $2.0M
First National Trust Co 0.07% Add +3.7% 2,692 $2.0M
Affinity Capital Advisors, LLC 0.31% Add +0.8% 2,650 $2.0M
Round Rock Advisors LLC 0.32% Reduce -0.7% 2,678 $2.0M
Cannell & Spears LLC 0.04% Add +71.8% 2,676 $2.0M
XY Planning Network, Inc. 0.68% No change 3,011 $2.0M
Community Bank, N.A. 0.24% No change 2,675 $2.0M
Entrewealth, LLC 1.03% Add +0.0% 2,675 $2.0M
Moseley Investment Management Inc. 0.60% Reduce -4.3% 2,638 $2.0M
Blue Trust, Inc. 0.02% Reduce -0.1% 2,636 $2.0M
Activest Wealth Management 0.40% Add +0.0% 2,626 $2.0M
Hershey Financial Advisers, LLC 1.66% Reduce -0.1% 2,593 $1.9M
Promus Capital, LLC 1.23% Reduce -6.9% 2,591 $1.9M
Quantum Capital Management, LLC / NJ 0.21% Reduce -1.0% 2,591 $1.9M
LM Advisors LLC 0.28% No change 2,587 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +15.3% 2,585 $1.9M
Autumn Glory Partners, LLC 0.79% Add +1.0% 2,568 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +4.0% 2,562 $1.9M
North Star Investment Management Corp. 0.12% Add +1.3% 2,545 $1.9M
Pacific Sun Financial Corp 0.92% Reduce -0.0% 2,539 $1.9M
National Philanthropic Trust 0.02% Reduce -15.5% 2,530 $1.9M
Gryphon Financial Partners LLC 0.22% Add +3.1% 2,527 $1.9M
Orleans Capital Management Corp. 1.22% Reduce -18.9% 2,523 $1.9M
Bay Harbor Wealth Management, LLC 0.50% No change 2,495 $1.9M
Zullo Investment Group, Inc. 0.68% No change 2,468 $1.8M
Berkeley Capital Partners, LLC 0.44% Add +2.4% 2,466 $1.8M
Cahill Financial Advisors Inc. 0.21% Reduce -3.3% 2,463 $1.8M
Advisory Alpha, LLC 0.05% Add +13.3% 2,422 $1.8M
Baker Avenue Asset Management, LP 0.04% Reduce -1.8% 2,453 $1.8M
FineMark National Bank & Trust 0.06% Reduce -2.0% 2,453 $1.8M
Larson Financial Group LLC 0.06% Reduce -43.6% 2,453 $1.8M
Money Concepts Capital Corp. 0.11% Reduce -0.8% 2,437 $1.8M
Sovereign Financial Group, Inc. 0.34% Reduce -0.1% 2,412 $1.8M
Consolidated Portfolio Review Corp 0.23% Add +2.7% 2,402 $1.8M
Regent Peak Wealth Advisors LLC 0.36% — 2,399 $1.8M
Regions Financial Corp. 0.01% Add +11.6% 2,379 $1.8M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.2% 2,368 $1.8M
WJ Financial Advisors LLC 1.71% — 2,357 $1.8M
McNaughton Wealth Management, LLC 0.74% Add +1.1% 2,348 $1.8M
Woodward Diversified Capital, LLC 0.82% Reduce -2.1% 2,345 $1.8M
Carnegie Investment Counsel 0.03% Add +0.0% 2,343 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +7.8% 2,339 $1.7M
Beacon Financial Advisory LLC 0.40% Add +0.0% 2,336 $1.7M
RiverFront Investment Group, LLC 0.03% No change 2,336 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Add +12.1% 2,334 $1.7M
Signal Advisors Wealth, LLC 0.16% Add +5.5% 2,330 $1.7M
Embree Financial Group 0.23% Add +0.0% 2,329 $1.7M
Arlington Trust Co LLC 0.31% Reduce -2.0% 2,304 $1.7M
Elevatus Welath Management 0.50% Add +0.1% 2,300 $1.7M
Redwood Financial Network Corp 1.08% Reduce -13.1% 2,288 $1.7M
Trust Point Inc. 0.14% No change 2,279 $1.7M
Pines Wealth Management, LLC 0.57% Reduce -0.4% 2,266 $1.7M
Diversify Advisory Services, LLC 0.06% Add +2.2% 2,108 $1.7M
Ascent Wealth Partners, LLC 0.19% No change 2,240 $1.7M
Capital Square, LLC 0.85% Add +12.5% 2,235 $1.7M
American Institute for Advanced Investment Management, LLP 1.09% Add +2.2% 2,226 $1.7M
Systelligence, LLC 0.31% Reduce -86.0% 2,206 $1.6M
Cassaday & Co Wealth Management LLC 0.04% Add +8.8% 2,203 $1.6M
Towerpoint Wealth, LLC 0.67% Reduce -6.7% 2,200 $1.6M
Cadent Capital Advisors, LLC 0.43% Add +22.6% 2,195 $1.6M
Mainstream Capital Management LLC 1.08% Reduce -2.1% 2,182 $1.6M
Inspire Advisors, LLC 0.16% Reduce -5.2% 2,171 $1.6M
Pure Financial Advisors, LLC 0.03% Reduce -5.5% 2,160 $1.6M
Capital Management Associates, Inc 0.43% Add +3.6% 2,152 $1.6M
Moloney Securities Asset Management, LLC 0.19% Add +2.1% 2,151 $1.6M
Willow Creek Wealth Management Inc. 0.13% Add +350.7% 2,150 $1.6M
Long Island Wealth Management, Inc. 0.78% No change 2,144 $1.6M
Laurel Wealth Advisors LLC 0.22% Reduce -4.7% 2,137 $1.6M
Secure Asset Management, LLC 0.26% No change 2,109 $1.6M
Unique Wealth, LLC 0.23% Reduce -0.1% 2,115 $1.6M
Private Wealth Advisors, LLC 0.59% Add +0.1% 2,107 $1.6M
WealthCare Investment Partners, LLC 0.51% Reduce -2.5% 2,083 $1.6M
Appleton Partners Inc. 0.10% No change 2,095 $1.6M
Plancorp, LLC 0.05% Reduce -7.3% 2,085 $1.6M
APS Management Group, Inc. 1.38% — 2,080 $1.6M
HBW Advisory Services LLC 0.17% Add +11.2% 2,082 $1.6M
Berger Financial Group, Inc 0.09% Reduce -0.9% 2,079 $1.6M
Choate Investment Advisors 0.03% No change 2,079 $1.6M
Alpha Financial Partners LLC 1.01% Add +4.3% 2,075 $1.5M
Signaturefd, LLC 0.02% Reduce -6.8% 2,068 $1.5M
Stock Yards Bank & Trust Co. 0.05% Reduce -0.5% 2,062 $1.5M
Riverbend Wealth Management, LLC 1.07% Reduce -0.4% 2,061 $1.5M
Falcon Wealth Planning 0.14% Reduce -4.4% 2,053 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,050 $1.5M
Gill Capital Partners, LLC 0.47% Add +11.3% 2,050 $1.5M
Retirement Planning Co of New England, Inc. 0.62% Add +0.2% 2,050 $1.5M
Running Point Capital Advisors, LLC 0.41% No change 2,047 $1.5M
Key Financial Inc 0.28% Add +6.5% 2,030 $1.5M
Rockwood Wealth Management, LLC 0.12% Reduce -11.7% 2,045 $1.5M
JB Capital LLC 0.07% Add +6.2% 2,045 $1.5M
Outlook Wealth Advisors, LLC 0.38% Add +1.0% 2,036 $1.5M
Unique Wealth Strategies, LLC 0.60% Reduce -2.5% 2,033 $1.5M
Riversedge Advisors, LLC 0.25% Reduce -1.9% 2,029 $1.5M
JTC Employer Solutions Trustee Ltd 0.13% No change 2,028 $1.5M
Redwood Investment Management, LLC 0.16% No change 2,015 $1.5M
Castle Wealth Management LLC 0.51% Reduce -0.6% 2,015 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Add +3.2% 2,004 $1.5M
Independent Advisor Alliance 0.04% Add +1.1% 2,004 $1.5M
Quintet Private Bank (Europe) S.A. 0.08% Reduce -20.0% 2,000 $1.5M
Financial Consulate, Inc. 0.21% No change 1,999 $1.5M
Regal Investment Advisors LLC 0.10% Add +6.8% 1,997 $1.5M
Maripau Wealth Management LLC 0.75% Add +30.1% 1,996 $1.5M
Kellett Wealth Advisors, LLC 0.90% Add +7.4% 1,992 $1.5M
Sagespring Wealth Partners, LLC 0.03% Add +7.5% 1,981 $1.5M
Black Diamond Financial, LLC 0.17% Add +0.1% 1,973 $1.5M
Aventus Investment Advisors, Inc. 1.25% Reduce -0.8% 1,967 $1.5M
Rinkey Investments 0.39% Reduce -9.3% 1,962 $1.5M
Valley Wealth Managers, Inc. 0.10% Reduce -2.3% 1,951 $1.5M
Brooklyn Investment Group 0.20% Add +65.3% 2,218 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.32% Add +0.2% 1,934 $1.4M
Allied Investment Advisors, LLC 0.23% Reduce -2.1% 1,924 $1.4M
Visionary Wealth Advisors 0.07% Add +4.6% 1,921 $1.4M
Family Office Research LLC 0.63% Add +0.2% 1,919 $1.4M
Vise Technologies, Inc. 0.05% Reduce -15.8% 1,911 $1.4M
Sax Wealth Advisors, LLC 0.08% Reduce -3.2% 1,898 $1.4M
HCR Wealth Advisors 0.15% Add +2.4% 1,862 $1.4M
Relyea Zuckerberg Hanson LLC 0.15% Reduce -19.8% 1,888 $1.4M
Madison Wealth Partners, Inc 0.28% No change 1,884 $1.4M
Capital Squared Financial LLC 1.22% Reduce -5.9% 1,879 $1.4M
Advyzon Investment Management, LLC 0.24% Add +65.2% 1,873 $1.4M
Americana Partners, LLC 0.04% Add +14.0% 1,859 $1.4M
PDS Planning, Inc 0.10% Add +17.3% 1,845 $1.4M
Oxford Financial Group, LTD. LLC 0.08% Add +14.6% 1,842 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.25% Reduce -11.3% 1,839 $1.4M
Warwick Investment Management, Inc. 0.24% No change 1,837 $1.4M
Greenleaf Trust 0.01% Add +3.1% 1,831 $1.4M
Rockland Trust Co. 0.06% No change 1,828 $1.4M
Wealth Watch Advisors, INC 0.56% New 1,819 $1.4M
BOS Asset Management, LLC 0.38% No change 1,819 $1.4M
SYM FINANCIAL Corp 0.15% Reduce -6.9% 1,816 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -3.2% 1,813 $1.4M
Level Wealth Management LLC 0.71% Reduce -22.1% 1,801 $1.3M
Nautilus Advisors LLC 0.90% No change 1,800 $1.3M
Gateway Wealth Partners, LLC 0.18% Add +34.6% 1,790 $1.3M
TAGStone Capital, Inc. 0.52% Add +0.1% 1,774 $1.3M
Confluence Wealth Services, Inc. 0.06% Add +1.2% 1,758 $1.3M
Private Wealth Partners, LLC 0.09% No change 1,751 $1.3M
Charter Oak Capital Management, LLC 0.10% Reduce -3.4% 1,741 $1.3M
KFG Wealth Management, LLC 0.19% Add +4.9% 1,732 $1.3M
Conservest Capital Advisors, Inc. 0.12% Reduce -0.9% 1,723 $1.3M
Blue Fin Capital, Inc. 0.20% Add +13.8% 1,719 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -14.1% 1,717 $1.3M
Main Street Group, LTD 0.41% Reduce -3.1% 1,709 $1.3M
Capstone Wealth Management Group, LLC 0.54% No change 1,706 $1.3M
Moment Partners, LLC 0.22% No change 1,703 $1.3M
Renaissance Technologies 0.00% New 1,700 $1.3M
Fortis Capital Advisors, LLC 0.20% Reduce -1.2% 1,699 $1.3M
Aviso Wealth Management 0.55% Reduce -4.2% 1,695 $1.3M
Cookson Peirce & Co. Inc. 0.05% No change 1,688 $1.3M
Red Door Wealth Management, LLC 0.13% Add +7.4% 1,680 $1.3M
Bogart Wealth, LLC 0.05% Add +6.7% 1,676 $1.3M
Strategies Wealth Advisors, LLC 0.13% Add +0.2% 1,673 $1.2M
Gallacher Capital Management LLC 0.49% Reduce -0.9% 1,669 $1.2M
Birch Hill Investment Advisors LLC 0.05% Add +1.2% 1,669 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.41% Add +0.1% 1,664 $1.2M
17 Capital Partners, LLC 0.67% Add +10.6% 1,660 $1.2M
Journey Advisory Group, LLC 0.09% No change 1,653 $1.2M
Sowell Financial Services LLC 0.05% Reduce -1.1% 1,645 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +5.5% 1,639 $1.2M
Gries Financial LLC 0.19% No change 1,638 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Reduce -0.4% 1,638 $1.2M
Heritage Trust Co 0.13% No change 1,627 $1.2M
Arkos Global Advisors 0.15% No change 1,621 $1.2M
Telos Capital Management, Inc. 0.12% Add +27.2% 1,614 $1.2M
Flagship Wealth Advisors, LLC 0.40% Add +1.6% 1,608 $1.2M
Market Street Wealth Management Advisors LLC 0.19% No change 1,604 $1.2M
Cascades Capital Asset Management, LLC 0.53% Add +10.4% 1,602 $1.2M
Goelzer Investment Management, Inc. 0.06% No change 1,601 $1.2M
AA Financial Advisors, LLC 0.23% Add +263.6% 1,600 $1.2M
Bensler, LLC 0.12% No change 1,587 $1.2M
Redhawk Wealth Advisors, Inc. 0.14% Add +0.1% 1,585 $1.2M
Chesapeake Wealth Management 0.36% Add +2.6% 1,577 $1.2M
Beacon Investment Advisory Services, Inc. 0.05% No change 1,572 $1.2M
Kropog Financial Group, LLC 0.96% Reduce -0.1% 1,566 $1.2M
Ledyard National Bank 0.10% Reduce -1.3% 1,559 $1.2M
Wealthstar Advisors, LLC 0.46% No change 1,555 $1.2M
Hoxton Planning & Management, LLC 0.37% Reduce -7.7% 1,555 $1.2M
Red Lighthouse Investment Management, LLC 0.41% No change 1,553 $1.2M
Sigma Investment Counselors Inc. 0.06% Add +66.4% 1,541 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% Reduce -2.7% 1,536 $1.1M
HUB Investment Partners, LLC 0.04% Reduce -6.4% 1,526 $1.1M
PBMares Wealth Management LLC 0.18% Reduce -1.5% 1,523 $1.1M
Wellspring Financial Advisors, LLC 0.10% Reduce -0.3% 1,520 $1.1M
Latitude Advisors, LLC 0.51% Reduce -3.3% 1,509 $1.1M
Ballentine Partners, LLC 0.02% Reduce -1.3% 1,508 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +2.0% 1,507 $1.1M
Maia Wealth LLC 0.19% Add +10.4% 1,438 $1.1M
Altus Wealth Management, LLC 0.50% Reduce -1.0% 1,498 $1.1M
Sequent Planning LLC 0.31% Reduce -1.9% 1,484 $1.1M
IPG Investment Advisors LLC 0.20% Add +79.7% 1,479 $1.1M
Fairview Capital Investment Management, LLC 0.06% Reduce -0.4% 1,477 $1.1M
Montis Financial, LLC 0.25% Add +31.4% 1,474 $1.1M
Garrison Point Advisors, LLC 0.46% Add +5.9% 1,469 $1.1M
VSM Wealth Advisory, LLC 0.34% Add +2.6% 1,468 $1.1M
North Forty Two & Co. 1.07% No change 1,466 $1.1M
Doliver Advisors, LP 0.28% New 1,456 $1.1M
Coastal Bridge Advisors, LLC 0.08% Reduce -3.3% 1,456 $1.1M
Accurate Wealth Management, LLC 0.14% Add +45.1% 1,451 $1.1M
WNY Asset Management, LLC 0.10% No change 1,443 $1.1M
Apella Capital, LLC 0.02% Add +22.2% 1,435 $1.1M
Sageworth Trust Co 0.05% Add +168.0% 1,431 $1.1M
Grove Street Fiduciary, LLC 0.50% No change 1,428 $1.1M
Nova Wealth Management, Inc. 0.75% Reduce -13.8% 1,427 $1.1M
McClarren Financial Advisors, Inc. 0.65% Add +172.0% 3,976 $1.1M
Wilson & Boucher Capital Management, LLC 0.70% No change 1,425 $1.1M
Brown, Lisle/Cummings, Inc. 0.27% Add +0.7% 1,425 $1.1M
AlphaStar Capital Management, LLC 0.09% Reduce -11.9% 1,424 $1.1M
RAM Investment Partners, LLC 0.20% Add +8.0% 1,422 $1.1M
Comprehensive Financial Planning, Inc. 0.72% Add +0.1% 1,413 $1.1M
GenTrust, LLC 0.05% Reduce -6.4% 1,411 $1.1M
Merkkuri Wealth Advisors LLC 0.76% Add +45.5% 1,410 $1.1M
Mill Creek Capital Advisors, LLC 0.02% No change 1,405 $1.0M
OneAscent Financial Services LLC 0.07% Reduce -22.3% 1,402 $1.0M
Debussy Capital Management LP 0.15% Add +1.8% 1,395 $1.0M
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $1.0M
Selective Wealth Management, Inc. 0.33% Reduce -0.1% 1,376 $1.0M
Salem Investment Counselors Inc. 0.03% Add +5.3% 1,386 $1.0M
Arete Wealth Advisors, LLC 0.06% Add +7.2% 1,378 $1.0M
Tidemark, LLC 0.30% Reduce -1.4% 1,375 $1.0M
Cutler Investment Counsel LLC 0.11% Reduce -6.1% 1,374 $1.0M
Shepherd Financial Partners LLC 0.10% No change 1,371 $1.0M
FSM Wealth Advisors, LLC 0.14% Reduce -2.2% 1,371 $1.0M
Topsail Wealth Management, LLC 0.17% Reduce -1.5% 1,367 $1.0M
Waters Parkerson & Co., LLC 0.05% No change 1,366 $1.0M
NorthLanding Financial Partners, LLC 0.85% Reduce -0.9% 1,366 $1.0M
2UniFi Bank 0.51% Add +4.0% 1,360 $1.0M
Dunhill Financial, LLC 0.34% Reduce -5.4% 1,358 $1.0M
LFA - Lugano Financial Advisors SA 0.53% No change 1,350 $1.0M
Trust Co. of Toledo NA 0.10% No change 1,349 $1.0M
Legacy Edge Advisors, LLC 0.12% Add +2.3% 1,344 $1.0M
Alpha Cubed Investments, LLC 0.03% Add +25.5% 1,340 $1.0M
Mfa Wealth Advisors, LLC 0.22% Add +5.3% 1,322 $987K
Bonfire Financial 0.76% Add +0.7% 1,320 $985K
Edgestream Partners, L.P. 0.03% New 1,315 $982K
Southern Capital Advisors, LLC 0.46% No change 1,313 $980K
Avior Wealth Management, LLC 0.03% Reduce -0.6% 1,309 $977K
Chokshi & Queen Wealth Advisors, Inc 0.52% No change 1,303 $973K
Hillcrest Wealth Advisors - NY, LLC 0.44% Add +6.1% 1,300 $971K
Clare Market Investments LLC 0.19% Add +18.3% 1,299 $970K
Capital Investment Advisory Services, LLC 0.08% Reduce -2.6% 1,292 $965K
Greenhouse Wealth Management, LLC 0.58% Reduce -0.1% 1,286 $960K
Bell Bank 0.04% No change 1,281 $956K
Squarepoint Ops LLC 0.00% Reduce -79.0% 1,281 $956K
SVB Wealth LLC 0.05% No change 1,280 $956K
Peak Retirement Planning, Inc. 0.27% Add +21.8% 1,268 $947K
Convergence Financial, LLC 0.14% No change 1,267 $946K
Alteri Wealth LLC 0.32% Add +9.7% 1,262 $942K
KMG Fiduciary Partners, LLC 0.06% Add +0.6% 1,259 $940K
Pinnacle Wealth Management Advisory Group, LLC 0.07% No change 1,254 $937K
M.E. Allison & Co., Inc. 0.65% Reduce -9.7% 1,253 $936K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.6% 1,248 $932K
Twin Peaks Wealth Advisors, LLC 0.32% Add +22.6% 1,246 $930K
Performance Wealth Partners, LLC 0.03% Reduce -6.5% 1,244 $929K
Financial Guidance Group, Inc. 0.42% No change 1,241 $927K
Holderness Investments Co. 0.19% Reduce -6.4% 1,241 $927K
Albion Financial Group 0.06% No change 1,239 $925K
Lake Street Private Wealth, LLC 0.12% Reduce -0.3% 1,237 $924K
Midwestern Financial, LLC 0.79% Add +0.2% 1,234 $921K
Safeguard Investment Advisory Group, LLC 0.23% Reduce -53.4% 1,233 $921K
Noesis Capital Mangement Corp. 0.14% No change 1,232 $920K
Southland Equity Partners LLC 0.19% No change 1,231 $919K
Ameriflex Group, Inc. 0.34% Add +102.5% 1,225 $915K
Pinnacle Financial Partners Inc 0.02% Add +301.3% 1,220 $911K
State Street Corp. 0.00% Add +3.8% 1,216 $908K
Narus Financial Partners, LLC 0.25% Add +7.7% 1,215 $907K
Fonville Wealth Management LLC 0.20% Reduce -10.1% 1,212 $905K
Accretive Wealth Partners, LLC 0.28% No change 1,211 $904K
Legacy Advisors, LLC 0.11% — 1,204 $899K
Passive Capital Management, LLC. 0.29% Add +0.1% 1,202 $897K
Patrick M Sweeney & Associates, Inc. 0.58% Add +1.6% 1,197 $894K
Empirical Asset Management, LLC 0.25% Add +2020.4% 24,681 $893K
Nilsine Partners, LLC 0.08% Reduce -0.6% 1,183 $883K
Parsons Capital Management Inc. 0.05% Reduce -17.5% 1,180 $881K
HRC Wealth Management, LLC 0.43% Reduce -3.8% 1,180 $881K
Eagle Strategies LLC 0.12% No change 1,177 $879K
Siligmueller & Norvid Wealth Advisors LLC 0.39% New 1,177 $878K
Wingate Wealth Advisors, Inc. 0.61% Add +12.0% 1,176 $878K
Chapin Davis, Inc. 0.22% Reduce -7.5% 1,173 $876K
Financial Insights, Inc. 0.29% Reduce -7.0% 1,172 $875K
United Advisor Group, LLC 0.12% Add +0.4% 1,168 $872K
Diversified Portfolios, Inc. 0.08% No change 1,162 $868K
Diversified Trust Co. 0.02% Add +3.8% 1,161 $867K
Argent Trust Co 0.03% Add +7.0% 1,146 $856K
McCollum Christoferson Group LLC 0.24% No change 1,142 $853K
Sonata Capital Group Inc. 0.31% Add +13.4% 1,140 $851K
Ancora Advisors LLC 0.02% Reduce -5.3% 1,136 $848K
Physicians Financial Services, Inc. 0.23% No change 1,135 $847K
Luts & Greenleigh Group, Inc. 0.76% Add +1.4% 1,130 $844K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.2% 1,130 $844K
Gateway Investment Advisers LLC 0.01% New 1,120 $836K
Modern Wealth Management, LLC 0.02% Reduce -7.6% 1,119 $836K
Mission Creek Capital Partners, Inc. 0.17% Reduce -3.8% 1,119 $835K
Scissortail Wealth Management, LLC 0.18% No change 1,113 $831K
Geneos Wealth Management Inc. 0.02% Reduce -70.8% 1,109 $828K
MPS Loria Financial Planners, LLC 0.22% Add +0.1% 1,107 $827K
Becker Capital Management Inc. 0.02% Reduce -1.3% 1,104 $824K
Aspect Partners, LLC 0.37% Reduce -15.3% 1,103 $824K
Union Bancaire Privee, UBP SA 0.01% No change 1,114 $823K
Nomura Asset Management Co. Ltd. 0.00% Reduce -93.4% 1,100 $821K
Stegent Equity Advisors, Inc. 0.67% No change 1,099 $821K
Lauterbach Financial Advisors, LLC 0.41% No change 1,098 $820K
Advisory Resource Group 0.15% Reduce -0.3% 1,097 $819K
Richmond Investment Services, LLC 0.15% Add +4.0% 1,093 $816K
Concord Wealth Partners 0.11% Reduce -2.5% 1,089 $813K
Councilor Wealth, LLC 0.38% Add +0.1% 1,088 $812K
Claret Asset Management Corp 0.10% No change 1,088 $812K
Rothschild Investment LLC 0.05% Add +27.0% 1,083 $809K
Howard Wealth Management, LLC 0.37% Add +0.1% 1,081 $807K
Wealth Effects LLC 0.26% Add +1.9% 1,076 $803K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.3% 1,074 $803K
Stonegate Investment Group, LLC 0.02% Reduce -6.2% 1,069 $798K
Cambria Investment Management, L.P. 0.05% Add +26.3% 1,066 $796K
Empowered Funds, LLC 0.01% Add +26.3% 1,066 $796K
Gilman Hill Asset Management, LLC 0.12% Reduce -7.3% 1,062 $793K
Silvercrest Asset Management Group LLC 0.01% Reduce -2.8% 1,060 $791K
Werba Rubin Papier Wealth Management 0.13% Reduce -5.3% 1,058 $790K
October Effect Ltd 0.87% Reduce -4.5% 1,053 $786K
Onyx Bridge Wealth Group LLC 0.09% Add +43.7% 1,053 $786K
Verdence Capital Advisors LLC 0.05% Add +0.3% 993 $782K
Everhart Financial Group, Inc. 0.08% Add +0.6% 1,047 $782K
Significant Wealth Partners LLC 0.38% Add +0.3% 1,042 $778K
Fischer Investment Strategies, LLC 0.47% Reduce -55.7% 1,040 $777K
High Note Wealth, LLC 0.16% No change 1,039 $776K
BOK Financial Private Wealth, Inc. 0.05% No change 1,039 $776K
Charter Research & Investment Group, Inc. 0.54% Reduce -7.6% 1,035 $773K
Coppell Advisory Solutions LLC 0.08% Add +33.3% 1,038 $772K
Zacks Investment Management 0.01% Add +2.7% 1,032 $771K
J. L. Bainbridge & Co., Inc. 0.07% Add +0.5% 1,032 $771K
Shelton Capital Management 0.02% Reduce -8.8% 1,032 $771K
Quantum Private Wealth, LLC 0.22% No change 1,030 $769K
American Capital Advisory, LLC 0.36% Reduce -7.5% 1,030 $769K
Financial Council, LLC 0.34% No change 1,024 $765K
RB Capital Management, LLC 0.17% No change 1,019 $761K
Hudock, Inc. 0.12% Reduce -1.3% 1,018 $760K
Koss-Olinger Consulting, LLC 0.06% No change 1,146 $760K
Mascagni Wealth Management, Inc. 0.59% Reduce -1.4% 1,015 $758K
Silverlake Wealth Management LLC 0.19% Add +4.2% 1,011 $755K
Strait & Sound Wealth Management LLC 0.29% Reduce -6.8% 1,008 $753K
Calton & Associates, Inc. 0.11% Add +8.9% 1,008 $752K
Whittier Trust Co. of Nevada Inc. 0.02% No change 994 $751K
Ingalls & Snyder LLC 0.02% Reduce -3.8% 1,005 $750K
Integris Wealth Management, LLC 0.18% No change 1,003 $749K
Bawa N Mallick Trust 0.28% No change 1,000 $747K
Alpine Woods Capital Investors, LLC 0.17% No change 1,000 $747K
Marshall Financial Group Inc. 0.21% Add +0.1% 1,000 $747K
Chris Bulman Inc 0.37% No change 994 $742K
PKS Advisory Services, LLC 0.17% Add +2.4% 992 $740K
ORBA Wealth Advisors, L.L.C. 0.61% No change 990 $739K
Patten & Patten Inc. 0.04% No change 984 $735K
Welch & Forbes LLC 0.01% No change 981 $732K
Fairvoy Private Wealth, LLC 0.17% Reduce -5.1% 981 $732K
Graves Light Lenhart Wealth, Inc. 0.08% Reduce -9.8% 980 $731K
Peoples Bank 0.45% Reduce -0.5% 979 $731K
Bedel Financial Consulting, Inc. 0.09% Add +8.8% 974 $727K
Squire Investment Management Company, LLC 0.23% No change 966 $721K
Myecfo, LLC 0.33% Add +6.5% 965 $720K
Kane Investment Management, Inc. 0.35% Add +2.7% 964 $720K
Stratos Investment Management, LLC 0.03% Reduce -19.6% 961 $718K
IVC Wealth Advisors LLC 0.32% Reduce -0.1% 961 $718K
Qube Research & Technologies Ltd 0.00% Add +1313.2% 961 $718K
Integral Investment Advisors, Inc. 0.19% No change 958 $715K
Lynx Investment Advisory 0.43% Add +0.2% 958 $715K
Chemung Canal Trust Co. 0.14% No change 954 $712K
Private Trust Co. NA 0.06% Add +25.8% 952 $711K
Bare Financial Services, Inc 0.21% Reduce -4.4% 946 $706K
Collaborative Wealth Managment Inc. 0.29% Add +6.8% 945 $706K
Farmers & Merchants Investments Inc. 0.02% No change 944 $705K
Florida Trust Wealth Management Co 0.02% Add +32.4% 941 $703K
Proffitt & Goodson Inc. 0.10% Reduce -16.5% 939 $701K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +0.8% 935 $698K
D'Orazio & Associates, Inc. 0.09% Reduce -0.3% 933 $696K
Sepio Capital, LP 0.04% No change 927 $692K
BCGM Wealth Management, LLC 0.18% New 927 $692K
Headinvest, LLC 0.14% Reduce -1.1% 926 $691K
Marble Harbor Investment Counsel, LLC 0.07% Add +2.8% 925 $691K
FAS Wealth Partners, Inc. 0.05% Add +0.1% 923 $689K
Colonial Trust Co / SC 0.09% No change 922 $688K
Timonier Family Office, LTD. 0.23% No change 920 $687K
Brass Tax Wealth Management, Inc. 0.11% Add +9.1% 919 $686K
Mengis Capital Management, Inc. 0.14% No change 918 $685K
First Trust Advisors LP 0.00% Reduce -6.4% 917 $685K
Harbor Investment Advisory, LLC 0.06% No change 915 $683K
Terra Nova Asset Management LLC 0.43% No change 915 $683K
Lunt Capital Management, Inc. 0.26% No change 915 $683K
Verus Capital Partners, LLC 0.05% Add +4.8% 914 $683K
Journey Strategic Wealth LLC 0.02% Add +2.6% 913 $682K
Koshinski Asset Management, Inc. 0.05% Reduce -2.6% 913 $681K
Ascentis Independent Advisors 0.11% Reduce -4.0% 912 $681K
Florida Financial Advisors, LLC 0.21% Reduce -37.6% 911 $680K
LMG Wealth Partners, LLC 0.13% New 909 $679K
Aspen Investment Management Inc 0.26% No change 908 $678K
Moss Adams Wealth Advisors LLC 0.05% New 904 $675K
Stevens Capital Partners 0.20% Reduce -3.0% 904 $675K
Holistic Financial Partners 0.28% No change 903 $674K
Sandy Cove Advisors, LLC 0.21% Add +50.3% 899 $671K
SP Asset Management LLC 0.05% Add +35.2% 899 $671K
TFB Advisors LLC 0.19% Reduce -22.1% 896 $668K
Financial Life Advisors 0.21% No change 892 $666K
Clearwater Capital Advisors, LLC 0.06% No change 891 $665K
First American Trust, FSB 0.05% Reduce -9.9% 890 $665K
St Germain D J Co. Inc. 0.03% Add +0.2% 889 $664K
Riverview Capital Advisers, LLC 0.19% No change 885 $661K
Astoria Portfolio Advisors LLC. 0.17% Reduce -26.8% 854 $656K
Ellevest, Inc. 0.09% No change 878 $656K
Evelyn Partners Investment Management LLP 0.02% No change 873 $652K
Fourth Dimension Wealth, LLC 0.25% Add +17.6% 870 $650K
Forum Financial Management, LP 0.01% New 868 $648K
Integrity Financial Corp 0.31% Add +18.0% 867 $647K
Bank of Marin 0.46% No change 864 $645K
Eubel Brady & Suttman Asset Management Inc. 0.08% No change 864 $645K
Thoroughbred Financial Services, LLC 0.04% No change 862 $644K
Quadcap Wealth Management, LLC 0.08% Add +158.1% 862 $644K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.2% 862 $643K
Keel Point, LLC 0.04% Add +0.1% 862 $643K
Mayfair Advisory Group, LLC 0.28% Add +2.6% 859 $642K
Monograph Wealth Advisors, LLC 0.06% Add +9.0% 857 $640K
Westmount Partners, LLC 0.17% No change 850 $640K
JFS Wealth Advisors, LLC 0.04% No change 853 $637K
Welch Group, LLC 0.02% No change 852 $636K
Payne Capital Management, LLC 0.20% No change 847 $632K
High Falls Advisors, Inc 0.13% Reduce -11.8% 847 $632K
Total Investment Management Inc. 0.08% Add +830.8% 847 $632K
Continuum Advisory, LLC 0.07% Add +10.9% 846 $632K
LexAurum Advisors, LLC 0.09% No change 838 $626K
Private Client Services, LLC 0.21% Reduce -1.2% 838 $626K
RFG Holdings, Inc. 0.16% Add +0.1% 836 $625K
Burney Co./ 0.02% Reduce -7.0% 835 $623K
Interchange Capital Partners, LLC 0.12% Reduce -0.6% 836 $623K
Crown Wealth Group, LLC 0.19% Add +28.9% 833 $622K
Argonautica Private Wealth Management, Inc. 0.18% New 831 $620K
CFS Investment Advisory Services, LLC 0.05% No change 799 $619K
Prosperity Consulting Group, LLC 0.03% Add +11.7% 828 $618K
Level Four Advisory Services, LLC 0.02% Reduce -8.3% 826 $617K
Asset Planning Services Inc. /La/ 0.26% New 824 $615K
Matrix Private Capital Group LLC 0.33% Add +6.5% 822 $614K
QRG Capital Management, Inc. 0.01% Reduce -54.5% 821 $613K
Liberty Square Wealth Partners LLC 0.19% Add +0.1% 821 $613K
Moneco Advisors, LLC 0.05% Reduce -0.1% 821 $613K
American Investment Services, Inc. 0.15% Add +13.2% 815 $609K
Sterling Investment Counsel, LLC 0.19% New 811 $606K
Eastern Bank 0.01% Reduce -2.6% 811 $606K
Fragasso Financial Advisors Inc 0.04% Add +13.0% 801 $605K
Sweeney & Michel, LLC 0.20% Add +0.1% 820 $604K
Mosaic Advisors LLC 1.46% New 808 $603K
Earned Wealth Advisors, LLC 0.10% Add +11.7% 805 $601K
Wealth Advisors Northwest LLC 0.29% No change 804 $600K
Legacy Wealth Management, LLC / MS 0.18% Reduce -9.6% 803 $600K
Soundwatch Capital LLC 0.10% Reduce -8.3% 801 $598K
Kraematon Investment Advisors, Inc. 0.51% Add +35.1% 800 $598K
Biltmore Family Office, LLC 0.09% No change 800 $597K
Red Mountain Financial, LLC 0.61% Reduce -0.7% 800 $597K
Destination Wealth Management 0.02% Add +17.0% 798 $596K
Penobscot Investment Management Company, Inc. 0.05% No change 793 $592K
Galvin, Gaustad & Stein, LLC 0.05% No change 792 $591K
Jaffetilchin Investment Partners, LLC 0.04% Add +14.1% 792 $591K
VERITY Wealth Advisors 0.37% No change 790 $590K
Avestar Capital, LLC 0.04% Add +108.2% 789 $589K
WealthBridge Capital Management, LLC 0.14% Add +0.4% 789 $589K
Manning & Napier Advisors LLC 0.01% Add +9762.5% 789 $589K
Howe & Rusling Inc. 0.04% No change 787 $587K
Legacy Financial Group, Inc. 0.16% Reduce -2.4% 787 $587K
Grey Fox Wealth Advisors, LLC 0.12% Add +0.1% 786 $587K
Kickstand Ventures, Llc. 0.13% No change 784 $585K
Acropolis Investment Management, LLC 0.03% Add +33.6% 882 $585K
First Manhattan Co. Llc. 0.00% Add +7.3% 777 $580K
Heritage Wealth Advisors 0.03% Reduce -15.0% 776 $579K
TCI Wealth Advisors, Inc. 0.03% Add +2.5% 776 $579K
National Bank of Canada 0.00% Add +1.4% 775 $579K
Caitlin John, LLC 0.40% Reduce -0.1% 774 $578K
Beckerman Institutional, LLC 0.34% Add +0.1% 773 $576K
1834 Investment Advisors Co. 0.07% No change 768 $573K
Hamilton Point Investment Advisors, LLC 0.09% No change 768 $573K
Fortitude Advisory Group L.L.C. 0.31% No change 768 $573K
Crews Bank & Trust 0.08% No change 767 $573K
Johnson Financial Group, Inc. 0.02% No change 765 $571K
Aaron Wealth Advisors LLC 0.03% No change 760 $567K
Spirepoint Private Client, LLC 0.06% Add +1.3% 759 $567K
Millennium Capital Advisors, LLC 0.34% No change 757 $566K
Stonebridge Financial Group, LLC 0.05% Add +13.8% 757 $565K
Kathmere Capital Management, LLC 0.04% No change 757 $565K
GSG Advisors LLC 0.15% Reduce -6.3% 750 $565K
R. W. Roge & Company, Inc. 0.29% Reduce -3.8% 754 $562K
Founders Financial Alliance, LLC 0.11% No change 751 $561K
Correct Capital Wealth Management 0.10% No change 751 $561K
Caldwell Trust Co 0.05% Add +25.0% 750 $560K
Liberty Capital Management, Inc. 0.10% Add +24.2% 745 $556K
Caliber Wealth Management, LLC / KS 0.06% No change 743 $555K
SeaBridge Investment Advisors LLC 0.09% No change 740 $553K
HM Payson & Co. 0.01% Add +5.1% 739 $552K
Rossby Financial, LCC 0.18% No change 733 $552K
Fjell Capital, LLC 0.48% Reduce -0.5% 737 $550K
Orcam Financial Group 0.44% Add +0.1% 736 $549K
Heritage Investors Management Corp. 0.02% New 733 $547K
Westside Investment Management, Inc. 0.09% Reduce -2.7% 731 $547K
Sfmg, LLC 0.04% Add +2.8% 732 $547K
Sims Investment Management, LLC 0.20% Reduce -1.9% 731 $546K
Calamos Wealth Management LLC 0.02% Add +52.1% 730 $545K
Quartz Partners, LLC 0.20% Add +69.1% 727 $543K
Sapient Capital LLC 0.01% Add +0.1% 730 $543K
Bay Capital Advisors, LLC 0.35% No change 724 $541K
Garrett Wealth Advisory Group, LLC 0.11% No change 724 $541K
Strategic Wealth Investment Group, LLC 0.05% New 724 $541K
Northstar Group, Inc. 0.08% No change 721 $538K
Plan Group Financial, LLC 0.14% Add +65.4% 721 $538K
May Hill Capital, LLC 0.16% Reduce -51.7% 720 $537K
Ipsen Advisor Group LLC 0.39% Reduce -6.1% 718 $536K
Fidelis Capital Partners, LLC 0.04% New 716 $535K
Bigelow Investment Advisors, LLC 0.22% No change 715 $534K
Boreal Capital Management LLC 0.51% No change 712 $532K
Triad Wealth Partners, LLC 0.07% Add +123.6% 711 $531K
Accel Wealth Management 0.15% Add +7.3% 710 $530K
PICTET BANK & TRUST Ltd 0.64% No change 710 $530K
Procyon Advisors, LLC 0.03% Reduce -2.9% 708 $528K
InTrack Investment Management Inc 0.32% No change 707 $528K
Heritage Financial Services, LLC 0.05% Reduce -7.8% 705 $526K
Retirement Solution LLC 0.13% Add +5.9% 703 $525K
Saxony Capital Management, LLC 0.35% Reduce -5.0% 703 $525K
Golden Road Advisors LLC 0.30% New 703 $525K
Axos Invest Inc. 0.39% Reduce -24.2% 701 $524K
Triton Financial Group Inc 0.35% No change 700 $523K
apricus wealth, LLC 0.28% No change 700 $523K
Progressive Investment Management Corp 0.13% No change 700 $523K
Van Cleef Asset Management,Inc 0.05% No change 700 $523K
Paragon Financial Partners, Inc. 0.33% No change 697 $521K
Solutions 4 Wealth, Ltd 0.81% No change 697 $520K
FWL Investment Management, LLC 0.14% No change 697 $520K
Lee Financial Co 0.07% No change 695 $519K
Headlands Technologies LLC 0.04% New 694 $518K
Midland Wealth Advisors, LLC 0.03% Add +37.8% 693 $517K
WealthPlan Investment Management, LLC 0.03% Reduce -15.6% 691 $516K
Archer Investment Corp 0.12% Reduce -0.1% 689 $514K
United Community Bank 0.16% No change 685 $511K
Wealth Alliance, LLC 0.05% No change 683 $510K
Rakuten Securities, Inc. 0.19% Reduce -11.3% 680 $508K
Talisman Wealth Advisors LLC 0.42% No change 678 $506K
Missouri Trust & Investment Co 0.15% No change 675 $504K
HBK Sorce Advisory LLC 0.01% Add +8.6% 669 $504K
Chaney Capital Management, Inc. 0.18% Add +26.7% 674 $503K
Sterling Wealth Management, Inc. 0.15% No change 674 $503K
Everpar Advisors LLC 0.20% No change 673 $502K
Fermata Advisors, LLC 0.13% Add +0.1% 670 $500K
Objective Capital Management, LLC 0.52% No change 668 $499K
Alexander Randolph Advisory, Inc. 0.41% No change 664 $496K
Nicolet Bankshares Inc. 0.08% No change 664 $496K
Milestones Private Investment Advisors LLC 0.34% Add +3.0% 662 $495K
Purkiss Capital Advisors LLC 0.24% New 660 $493K
Nvest Financial, LLC 0.28% Reduce -7.1% 654 $488K
SilverOak Wealth Management LLC 0.08% Reduce -35.5% 653 $488K
Arrowroot Family Office, LLC 0.19% Add +4.5% 648 $484K
Arthur M. Cohen & Associates, LLC 0.08% No change 647 $483K
Encompass Wealth Advisors, LLC 0.16% Add +108.4% 646 $482K
Flywheel Private Wealth LLC 0.38% No change 646 $482K
Canal Capital Management, LLC 0.07% No change 645 $482K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.3% 644 $481K
Root Financial Partners, LLC 0.03% Reduce -30.5% 644 $481K
Consultiva Wealth Management, Corp. 1.35% No change 643 $480K
Chemistry Wealth Management LLC 0.09% Add +0.2% 643 $480K
Mitchell McLeod Pugh & Williams Inc. 0.08% Add +7.5% 602 $479K
Baron Financial Group, LLC 0.26% No change 638 $476K
Ferguson Wellman Capital Management, Inc. 0.01% Add +1.3% 637 $476K
Jim Saulnier & Associates, LLC 0.26% Add +56.6% 636 $475K
Members Wealth LLC 0.30% — 630 $474K
Octavia Wealth Advisors, LLC 0.05% Add +4.6% 634 $473K
Northwest Financial Advisors 0.61% New 633 $473K
Taylor & Morgan Wealth Management, LLC 0.29% No change 632 $472K
PUREfi Wealth, LLC 0.36% No change 631 $471K
Ellis Investment Partners, LLC 0.08% No change 629 $470K
Jericho Financial, LLP 0.29% Reduce -0.9% 629 $470K
Arcus Capital Partners, LLC 0.20% No change 627 $468K
Security National Bank 0.07% No change 627 $468K
Capital Insight Partners, LLC 0.08% Add +4.5% 626 $467K
Mezzasalma Advisors, LLC 0.12% No change 625 $467K
Collective Family Office LLC 0.11% Reduce -0.6% 625 $467K
Grantvest Financial Group LLC 0.32% Reduce -1.3% 625 $467K
Sheets Smith Wealth Management 0.05% Reduce -7.6% 623 $465K
360 Financial, Inc. 0.15% No change 622 $464K
Capstone Financial Advisors, Inc. 0.03% Add +2.8% 622 $464K
Ironwood Investment Counsel, LLC 0.07% Reduce -7.0% 620 $463K
Ashton Thomas Securities, LLC 0.06% No change 620 $463K
Roman Butler Fullerton & Co. 0.12% No change 573 $459K
Bridges Investment Management Inc. 0.01% No change 615 $459K
Independent Wealth Network Inc. 0.15% Add +9.8% 615 $459K
Abound Wealth Management 0.11% Add +94.0% 613 $458K
Whalen Wealth Management Inc. 0.27% Add +17.4% 613 $458K
Semus Wealth Partners LLC 0.26% Reduce -15.8% 612 $457K
Grove Bank & Trust 0.05% Add +2.0% 612 $457K
CGN Advisors LLC 0.04% Reduce -14.1% 611 $457K
Avalon Capital Management 0.11% No change 610 $455K
Financial Advisors, LLC 0.08% Add +1.7% 610 $455K
Cadence Bank 0.03% No change 610 $455K
Townsend & Associates, Inc 0.04% No change 603 $454K
Key Client Fiduciary Advisors, LLC 0.15% Add +8.2% 607 $453K
Sonora Investment Management Group, LLC 0.03% Reduce -2.4% 607 $453K
Guerra Advisors Inc 0.17% Reduce -4.0% 604 $451K
Tempus Wealth Planning, LLC 0.10% Add +16.4% 604 $451K
Investment Advisory Services Inc. /TX 0.14% No change 600 $448K
Bank of Hawaii 0.02% No change 600 $448K
Garden State Investment Advisory Services LLC 0.11% Add +0.2% 598 $446K
Breakwater Investment Management 0.16% No change 597 $446K
Bowman & Co S.C. 0.19% Add +63.5% 592 $443K
Glassman Wealth Services 0.06% No change 593 $443K
Courier Capital LLC 0.03% Reduce -9.2% 593 $443K
Mustard Seed Financial, LLC 0.28% Reduce -4.7% 592 $442K
Concord Asset Management, LLC 0.08% Reduce -47.0% 592 $442K
Second Line Capital, LLC 0.09% No change 590 $441K
M. Kraus & Co 0.12% New 3,409 $439K
Cura Wealth Advisors, LLC 0.17% No change 588 $439K
Colton Groome Financial Advisors, LLC 0.13% Add +3.2% 588 $439K
Trexquant Investment LP 0.00% Add +0.2% 587 $438K
Yarger Wealth Strategies, LLC 0.20% New 586 $438K
Almanack Investment Partners, LLC. 0.07% New 584 $436K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 583 $436K
RDA Financial Network 0.11% Reduce -2.0% 583 $435K
Seven Mile Advisory 0.07% New 582 $434K
West Wealth Group, LLC 0.10% Add +49.5% 577 $434K
Astra Wealth Partners LLC 0.30% No change 581 $434K
Clarkston Capital Partners, LLC 0.01% Reduce -19.5% 581 $434K
Facet Wealth, Inc. 0.01% Add +8.8% 578 $432K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -0.3% 578 $431K
Stonebridge Capital Advisors LLC 0.03% Add +3.6% 577 $431K
New Hampshire Trust 0.08% Add +39.8% 576 $430K
Tanager Wealth Management LLP 0.05% No change 576 $430K
Hilltop Partners LLC 0.13% Reduce -0.2% 575 $429K
Petix & Botte Co 0.10% No change 574 $429K
Fortis Capital Management LLC 0.06% Add +6.1% 573 $428K
DF Dent & Co. Inc. 0.01% No change 572 $427K
Yoder Wealth Management, Inc. 0.20% No change 571 $426K
RVW Wealth, LLC 0.03% No change 570 $426K
Atala Financial Inc 0.27% Add +6.3% 570 $425K
Atlas Private Wealth Advisors 0.10% Reduce -50.0% 569 $425K
Colonial River Investments, LLC 0.16% Add +18.5% 569 $425K
Investment Research Partners LLC 0.19% — 530 $425K
RCS Financial Planning, LLC 0.19% No change 569 $425K
Van Strum & Towne Inc. 0.12% No change 568 $424K
Parisi Gray Wealth Management 0.11% Add +0.2% 568 $424K
Compass Advisory Group LLC 0.12% Add +0.2% 567 $423K
CCG Wealth Management, LLC 0.20% No change 567 $423K
MKT Advisors LLC 0.16% Reduce -14.9% 561 $422K
Lyell Wealth Management, LP 0.03% Add +2.7% 565 $422K
Mystic Asset Management, Inc. 0.09% No change 563 $420K
Ibex Wealth Advisors 0.04% Add +6.6% 563 $420K
Syntegra Private Wealth Group, LLC 0.04% No change 563 $420K
Capital Asset Advisory Services LLC 0.02% No change 561 $419K
Greenfield Seitz Capital Management, LLC 0.13% No change 560 $418K
Armor Investment Advisors, LLC 0.13% No change 560 $418K
MBE Wealth Management, LLC 0.18% Reduce -3.0% 557 $416K
Lesa Sroufe & Co 0.34% No change 557 $416K
Signature Wealth Management Partners, LLC 0.22% No change 557 $416K
My Personal CFO, LLC 0.16% Reduce -26.8% 557 $416K
Foundation Wealth Management, LLC\PA 0.16% No change 557 $416K
Fearless Solutions, LLC dba Best Invest 0.27% Reduce -3.0% 556 $415K
Bridge Creek Capital Management LLC 0.12% Reduce -2.3% 555 $414K
Frisch Financial Group, Inc. 0.10% Reduce -12.4% 553 $413K
LJI Wealth Management, LLC 0.07% No change 553 $413K
First National Bank of Omaha 0.03% No change 553 $413K
Elevation Capital Advisory, LLC 0.16% Reduce -87.4% 552 $412K
Ironwood Financial, llc 0.07% Add +2.2% 552 $412K
Wealthspan Partners, LLC 0.16% Reduce -9.1% 549 $410K
Corbyn Investment Management Inc. 0.19% Reduce -20.9% 547 $408K
Boltwood Capital Management 0.11% Reduce -0.9% 547 $408K
Founders Financial Securities LLC 0.03% Reduce -28.5% 546 $407K
Commonwealth Financial Services, LLC 0.07% No change 545 $407K
Accelerate Investment Advisors LLC 0.28% No change 545 $407K
Delta Financial Advisors LLC 0.11% New 545 $407K
LRI Investments, LLC 0.03% No change 545 $407K
First Financial Bankshares Inc 0.01% No change 544 $406K
World Equity Group, Inc. 0.09% Reduce -4.1% 541 $404K
Clear Creek Financial Management, LLC 0.04% Reduce -19.9% 541 $404K
Sunflower Bank, N.A. 0.10% New 539 $402K
Crumly & Associates Inc. 0.09% Reduce -15.6% 535 $399K
Glen Eagle Advisors, LLC 0.06% Add +10.8% 534 $399K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 533 $398K
MWA Asset Management 0.22% Reduce -3.4% 533 $398K
Carl P. Sherr & Co., LLC 0.19% No change 531 $396K
Guidance Point Advisors, LLC 0.10% Reduce -2.9% 529 $396K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $396K
BCS Wealth Management 0.09% Reduce -0.2% 526 $393K
Summit Financial Strategies, Inc. 0.03% No change 526 $393K
NTV Asset Management LLC 0.04% Add +72.5% 526 $393K
Sykon Capital LLC 0.13% No change 525 $392K
Thrive Capital Management, LLC 0.10% Reduce -12.1% 525 $392K
DMKC Advisory Services, LLC 0.20% Reduce -29.6% 524 $392K
TrueWealth Advisors, LLC 0.11% No change 524 $391K
Glenview Trust Co 0.01% Add +19.6% 524 $391K
Farrell Financial LLC 0.24% Reduce -2.2% 524 $391K
Pursue Wealth Partners LLC 0.21% Reduce -0.4% 521 $389K
River Wealth Advisors LLC 0.05% No change 519 $388K
First Business Financial Services, Inc. 0.04% No change 519 $388K
Uptick Partners, LLC 0.10% Add +2.6% 518 $387K
Paragon Private Wealth Management, LLC 0.13% Reduce -49.7% 517 $386K
Blue Bell Private Wealth Management, LLC 0.06% No change 515 $385K
Legacy Private Trust Co. 0.02% No change 515 $385K
Boston Trust Walden Corp 0.00% No change 515 $385K
Frank, Rimerman Advisors LLC 0.02% No change 512 $382K
Invictus Private Wealth, LLC 0.02% No change 510 $381K
Barnes Pettey Financial Advisors, LLC 0.21% No change 510 $380K
Jamison Private Wealth Management, Inc. 0.05% No change 509 $380K
Grey Ledge Advisors, LLC 0.09% Reduce -65.6% 509 $380K
BlackDiamond Wealth Management, LLC 0.21% Add +0.2% 509 $380K
180 Wealth Advisors, LLC 0.05% Add +0.2% 509 $380K
Everett Harris & Co. 0.00% No change 506 $378K
Ewa, LLC 0.10% Add +1.8% 504 $377K
Linscomb Wealth, Inc. 0.02% No change 504 $377K
Wescott Financial Advisory Group, LLC 0.03% Reduce -5.5% 502 $375K
V2 Financial group LLC 0.21% No change 500 $373K
Pioneer Trust Bank N A 0.09% No change 500 $373K
Rosenberg Matthew Hamilton 0.08% No change 500 $373K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 500 $373K
F&V Capital Management, LLC 0.08% No change 500 $373K
Creekside Partners 0.16% Reduce -5.7% 500 $373K
Campbell Capital Management Inc. 0.14% Add +53.5% 499 $373K
Keb Asset Management, LLC 0.08% Add +0.4% 499 $372K
Skyline Advisors, Inc. 0.13% No change 497 $371K
Parr McKnight Wealth Management Group, LLC 0.05% No change 497 $371K
Plum Street Advisors, LLC 0.14% No change 496 $370K
InvesTrust 0.14% No change 496 $370K
Nadler Financial Group, Inc. 0.04% No change 496 $370K
Keystone Wealth Services, LLC 0.08% Add +0.2% 495 $369K
Altfest L J & Co. Inc. 0.04% Reduce -1.0% 494 $369K
Masso Torrence Wealth Management Inc. 0.15% No change 494 $369K
Balanced Wealth Group LLC 0.16% No change 560 $368K
Cheviot Value Management, LLC 0.04% No change 461 $367K
Faithward Advisors, LLC 0.05% Reduce -14.5% 491 $367K
HHM Wealth Advisors, LLC 0.04% No change 491 $367K
New Millennium Group LLC 0.17% Reduce -94.3% 491 $366K
Herold Advisors, Inc. 0.08% Reduce -2.0% 489 $366K
TriaGen Wealth Management LLC 0.10% No change 490 $366K
Vertex Planning Partners, LLC 0.07% Add +1.0% 490 $366K
Trinity Financial Advisors LLC 0.10% New 487 $364K
Traphagen Investment Advisors LLC 0.03% Add +4.5% 486 $363K
Uptown Financial Advisors LLC 0.32% Add +1.0% 485 $362K
Tilia Fiduciary Partners, Inc. 0.21% No change 485 $362K
Stonebrook Private Inc. 0.08% No change 483 $361K
Glass Jacobson Investment Advisors llc 0.13% Reduce -55.1% 483 $361K
Lodestone Wealth Management LLC 0.16% No change 483 $361K
Matisse Capital 0.16% Add +17.0% 482 $360K
UNIVEST FINANCIAL Corp 0.02% Reduce -31.2% 482 $360K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -34.3% 480 $358K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 480 $358K
Aprio Wealth Management, LLC 0.04% Reduce -22.9% 479 $358K
Endeavor Private Wealth, Inc. 0.11% New 479 $358K
ProVise Management Group, LLC 0.03% Reduce -11.3% 479 $358K
Sand Hill Global Advisors, LLC 0.01% Add +18.9% 477 $356K
Greenspring Advisors, LLC 0.06% — 476 $355K
BlueSky Wealth Advisors, LLC 0.05% New 476 $355K
Arcadia Wealth Management, Inc. 0.21% New 474 $354K
Cooper Financial Group 0.04% Add +2.2% 473 $353K
Fiscal Wisdom Wealth Management, LLC 0.33% — 469 $353K
Balance Wealth Partners LLC 0.09% New 472 $353K
Magnolia Capital Advisors LLC 0.09% No change 472 $352K
Meredith Wealth Planning 0.11% Add +0.2% 472 $352K
Catalyst Financial Partners LLC 0.04% No change 469 $350K
Retirement Investment Advisors, Inc. 0.03% Add +19.0% 469 $350K
Adamsbrown Wealth Consultants LLC 0.10% No change 468 $349K
Meridian Wealth Partners, LLC 0.05% Add +47.3% 467 $349K
PFW Advisors LLC 0.10% No change 466 $348K
Lauer Wealth, LLC 0.26% Add +3.4% 462 $348K
Jeppson Wealth Management, LLC 0.11% Add +0.2% 466 $348K
Walkner Condon Financial Advisors LLC 0.05% Add +7.9% 463 $346K
Brueske Advisory Services, LLC 0.19% New 462 $345K
Strategy Asset Managers LLC 0.06% Add +0.2% 462 $345K
Vested Financial Planning, LLC 0.28% No change 461 $344K
Mattern Wealth Management LLC 0.07% Reduce -56.5% 461 $344K
Watts Gwilliam & Co., LLC 0.06% No change 461 $344K
Tableaux LLC 0.14% New 460 $343K
Private Management Group Inc. 0.01% Reduce -0.4% 459 $343K
SageView Advisory Group, LLC 0.01% New 458 $342K
Dentgroup LLC 0.22% Reduce -1.3% 458 $342K
Apeiron RIA LLC 0.08% No change 452 $342K
Slagle Financial, LLC 0.13% Add +9.6% 457 $341K
Greenwich Wealth Management LLC 0.02% No change 457 $341K
Emerald Advisors, LLC 0.05% Reduce -2.8% 456 $341K
Define Financial, LLC 0.20% No change 455 $340K
Cornerstone Financial Group, LLC 0.26% Reduce -0.9% 454 $339K
KW Wealth Management LLC 0.58% — 453 $338K
Values First Advisors, Inc. 0.18% Reduce -19.1% 453 $338K
Lokken Investment Group LLC 0.12% No change 453 $338K
Optivise Advisory Services LLC 0.20% Add +2.3% 452 $337K
Atlas Brown,Inc. 0.10% Add +0.2% 451 $336K
Knightsbridge Asset Management, LLC 0.06% No change 450 $336K
Pension & Wealth Management Advisors, Inc. 0.11% No change 448 $335K
Cornerstone Wealth Group, LLC 0.02% Reduce -12.5% 449 $335K
Johnson & White Wealth Management, LLC 0.15% No change 447 $334K
Asset Dedication, LLC 0.02% Add +113.4% 446 $333K
Nicolet Advisory Services, LLC 0.03% New 440 $332K
Summa Corp. 0.15% No change 445 $332K
John G Ullman & Associates Inc. 0.04% No change 445 $332K
Kelly Financial Services LLC 0.09% Reduce -0.2% 444 $332K
Howland Capital Management LLC 0.01% Reduce -31.1% 444 $332K
Acorn Wealth Advisors, LLC 0.10% No change 441 $329K
Ifrah Financial Services, Inc. 0.08% No change 437 $326K
Hill Island Financial LLC 0.08% No change 437 $326K
Endowment Wealth Management, Inc. 0.15% No change 436 $326K
Exencial Wealth Advisors, LLC 0.01% Add +5.1% 435 $325K
First National Advisers, LLC 0.04% No change 435 $325K
Tocqueville Asset Management L.P. 0.00% No change 435 $325K
Gilbert & Cook, Inc. 0.04% New 433 $324K
Cresta Advisors, Ltd. 0.14% Reduce -13.4% 432 $323K
Warner Group LLC 0.22% — 430 $321K
Godshalk Welsh Capital Management, Inc. 0.18% No change 430 $321K
Exit Wealth Advisors, LLC. 0.21% — 429 $321K
Ring Mountain Capital, LLC 0.18% No change 427 $319K
Resources Management Corp. /CT/ 0.04% Reduce -4.9% 427 $319K
Gradient Investments LLC 0.01% New 427 $319K
Cascade Financial Partners, LLC 0.04% Reduce -21.9% 427 $319K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -20.5% 427 $318K
Marquette Asset Management, LLC 0.05% New 425 $317K
Valtrion Capital Management, LLC 0.34% Add +0.2% 425 $317K
BSW Wealth Partners 0.04% No change 424 $317K
Compass Capital Corp. /Ma/ 0.14% Reduce -1.0% 410 $316K
Dana Investment Advisors, Inc. 0.01% Reduce -3.2% 423 $316K
Goldstein Advisors, LLC 0.04% Reduce -0.2% 423 $316K
Everest Private Wealth 0.20% Add +9.6% 422 $315K
Seaside Wealth Management, Inc. 0.09% No change 422 $315K
Lion Street Advisors, LLC 0.11% Reduce -2.8% 725 $315K
Fort Point Capital Partners LLC 0.04% Reduce -11.2% 419 $313K
Howard Financial Services, LTD. 0.04% No change 416 $311K
SJS Investment Consulting Inc. 0.04% Add +123.7% 416 $311K
GAMMA Investing LLC 0.02% Add +3.8% 414 $309K
Pps&v Asset Management Consultants, Inc. 0.18% No change 413 $309K
Sfm, LLC 0.18% No change 413 $308K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +2.2% 413 $308K
Madison Park Capital Advisors, LLC 0.25% No change 412 $308K
Sachetta, LLC 0.11% No change 410 $306K
Elevate Wealth Advisory, Inc. 0.22% Add +0.5% 408 $305K
Chilton Investment Co. Inc. 0.01% Add +21.1% 408 $305K
Lakeridge Wealth Management LLC 0.14% Add +4.1% 408 $305K
Tranquility Partners, LLC 0.10% New 405 $303K
Mb, Levis & Associates, LLC 0.13% Reduce -33.0% 405 $302K
LBJ Family Wealth Advisors, Ltd. 0.16% No change 404 $302K
Altus Wealth Group LLC 0.12% No change 404 $302K
Webster Bank, N. A. 0.03% No change 404 $302K
Novak & Powell Financial Services, Inc. 0.16% No change 403 $301K
Legacy Financial Strategies, LLC 0.05% No change 402 $300K
AAFMAA Wealth Management & Trust LLC 0.12% No change 401 $299K
Klingman & Associates, LLC 0.02% Add +5.5% 401 $299K
GFG Capital, LLC 0.10% Add +0.3% 401 $299K
IMPACTfolio, LLC 0.13% Add +14.9% 401 $299K
Willis Johnson & Associates, Inc. 0.02% New 400 $299K
Infinity Wealth Counsel, LLC 0.29% Reduce -20.0% 400 $299K
Morangie Management LLC 0.26% No change 400 $299K
Court Place Advisors, LLC 0.09% No change 400 $299K
Berman McAleer LLC 0.04% — 400 $299K
Mma Asset Management LLC 0.10% Add +8.4% 400 $298K
Westwood Holdings Group Inc. 0.00% Reduce -31.0% 399 $298K
Barnes Dennig Private Wealth Management LLC 0.32% Add +52.9% 399 $298K
Integrated Investment Consultants, LLC 0.05% No change 399 $298K
First National Corp. /Ma/ 0.06% No change 395 $297K
Rise Advisors, LLC 0.11% Reduce -0.5% 397 $297K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +2.3% 397 $296K
D.B. Root & Company, LLC 0.07% No change 396 $296K
Inspirion Wealth Advisors, LLC 0.04% Reduce -23.3% 503 $295K
Minot DeBlois Advisors LLC 0.27% No change 395 $295K
Morton Capital Management LLC 0.05% No change 393 $294K
Forefront Wealth Partners, LLC 0.07% New 393 $293K
Frederick Financial Consultants, LLC 0.16% No change 391 $292K
FSB Premier Wealth Management, Inc. 0.10% Add +0.8% 391 $292K
Palo Alto Wealth Advisors, LLC 0.08% No change 377 $292K
Burke & Herbert Bank & Trust Co. 0.06% No change 390 $291K
Beacon Investment Advisors LLC 0.12% Reduce -20.4% 389 $290K
CX Institutional 0.01% Reduce -67.3% 388 $290K
Spectrum Wealth Advisory Group, LLC 0.12% No change 388 $290K
Sivia Capital Partners, LLC 0.08% New 388 $290K
Investor's Fiduciary Advisor Network, LLC 0.10% Add +8.4% 385 $287K
Resolute Wealth Strategies, LLC 0.13% Reduce -2.0% 384 $287K
Wealth Architects, LLC 0.03% Reduce -8.8% 382 $286K
Horizon Financial Services, LLC 0.14% No change 381 $284K
Beacon Wealthcare LLC 0.10% Reduce -4.3% 380 $284K
Chicago Capital, LLC 0.01% No change 380 $284K
Carrera Capital Advisors 0.05% Add +8.6% 380 $284K
Ogorek Anthony Joseph /NY/ 0.08% New 380 $283K
Parkside Financial Bank & Trust 0.02% Reduce -11.1% 378 $283K
Westfuller Advisors, LLC 0.13% No change 378 $282K
American Financial Advisors, LLC 0.04% Add +4.1% 378 $282K
Fulton Breakefield Broenniman LLC 0.02% Reduce -20.3% 378 $282K
Viewpoint Capital Management LLC 0.12% No change 377 $281K
YHB Investment Advisors, Inc. 0.02% No change 377 $281K
Financial Security Advisor, Inc. 0.06% Add +0.3% 376 $281K
LongView Wealth Management 0.08% Add +3.9% 374 $279K
Capital Analysts, LLC 0.01% Add +12.0% 373 $279K
Battery Global Advisors, LLC 0.13% New 371 $277K
Medallion Wealth Advisors, LLC 0.10% Add +7.2% 371 $277K
Disciplined Investors, L.L.C. 0.20% No change 370 $276K
TKG Advisors, LLC 0.12% Reduce -13.6% 368 $275K
GTS Securities LLC 0.01% Reduce -94.4% 368 $275K
Williams & Novak, LLC 0.21% No change 367 $274K
X-Square Capital, LLC 0.09% New 367 $274K
Fiera Capital Corp 0.00% No change 366 $273K
Castle Rock Wealth Management, LLC 0.06% No change 360 $273K
Acorn Financial Advisory Services Inc. 0.04% New 365 $273K
Clarus Wealth Advisors 0.12% Reduce -0.6% 360 $272K
Apriem Advisors 0.03% Add +0.3% 364 $272K
Fiduciary Family Office, LLC 0.08% Reduce -7.2% 363 $271K
Burton Enright Welch 0.04% No change 363 $271K
HTG Investment Advisors, Inc. 0.09% No change 363 $271K
49 Wealth Management, LLC 0.03% Add +3.7% 362 $270K
Kestra Investment Management, LLC 0.01% New 362 $270K
Canvas Wealth Advisors, LLC 0.05% No change 357 $270K
TruNorth Capital Management, LLC 0.05% No change 360 $269K
Cyndeo Wealth Partners, LLC 0.01% No change 360 $269K
Maridea Wealth Management LLC 0.04% New 352 $268K
Pioneer Wealth Management Group 0.09% New 359 $268K
Rebalance, LLC 0.02% No change 358 $268K
Weaver Consulting Group 0.07% No change 358 $268K
Integrated Advisors Network LLC 0.01% New 357 $267K
AdvisorNet Financial, Inc 0.02% Add +1.1% 357 $267K
Townsquare Capital LLC 0.04% Reduce -19.3% 356 $266K
Planned Solutions, Inc. 0.09% No change 354 $264K
Next Level Wealth Planning, LLC 0.15% Add +2.9% 351 $262K
Neumann Capital Management, LLC 0.08% No change 350 $261K
Foster Victor Wealth Advisors, LLC 0.02% Add +10.6% 344 $260K
Howard Capital Management, LLC 0.00% No change 348 $260K
WESPAC Advisors SoCal, LLC 0.05% Add +12.7% 347 $259K
Claris Financial LLC 0.15% Add +0.3% 347 $259K
Meridian Wealth Advisors, LLC 0.04% Reduce -2.8% 346 $259K
RPg Family Wealth Advisory, LLC 0.06% New 345 $258K
Inscription Capital, LLC 0.03% New 344 $257K
Wolff Wiese Magana LLC 0.15% Add +9.6% 343 $256K
AF Advisors, Inc. 0.10% No change 342 $255K
HORAN Wealth, LLC 0.04% No change 342 $255K
Obsidian Personal Planning Solutions LLC 0.09% No change 321 $255K
WFA of San Diego, LLC 0.17% Add +70.5% 341 $255K
Spreng Capital Management, Inc. 0.10% No change 341 $255K
Trevian Wealth Management LLC 0.14% No change 341 $254K
Clarity Capital Advisors, LLC 0.14% Add +0.3% 341 $254K
Sherman Asset Management, Inc. 0.22% Reduce -4.0% 340 $254K
Avion Wealth 0.05% Add +4.6% 339 $253K
Mills Wealth Advisors LLC 0.10% Add +0.3% 338 $253K
Intellus Advisors LLC 0.03% No change 337 $252K
BCM Advisors, LLC 0.05% New 315 $251K
Kraft, Davis & Associates, LLC 0.06% Add +7.2% 328 $250K
Cottage Street Advisors LLC 0.11% Reduce -7.0% 334 $249K
Clark Asset Management, LLC 0.03% No change 334 $249K
Per Stirling Capital Management, LLC. 0.03% No change 334 $249K
Davis Capital Management 0.17% — 333 $249K
ArborFi Advisors, LLC 0.20% Reduce -2.1% 333 $249K
Cedar Wealth Management, LLC 0.08% No change 333 $249K
Drive Wealth Management, LLC 0.05% Add +0.6% 332 $248K
Core Wealth Advisors, Inc. 0.06% New 331 $247K
GenWealth Group, Inc. 0.05% Reduce -8.3% 330 $246K
Pacific Center for Financial Services 0.06% No change 329 $246K
J Hagan Capital, Inc. 0.15% New 328 $245K
RKL Wealth Management LLC 0.02% Add +7.2% 327 $244K
Unconventional Investor, LLC 0.12% No change 325 $243K
Bluesphere Advisors LLC 0.11% No change 324 $242K
GM Advisory Group, LLC 0.01% New 324 $242K
Next Level Private LLC 0.07% Reduce -7.3% 317 $242K
Optima Capital LLC 0.12% Reduce -63.7% 321 $240K
Bestgate Wealth Advisors, LLC 0.42% New 320 $239K
Center For Asset Management LLC 0.13% New 320 $239K
Berkshire Asset Management LLC 0.01% New 320 $239K
Channel Wealth LLC 0.06% New 319 $238K
Rollins Financial Advisors, LLC 0.04% No change 318 $237K
Hurlow Wealth Management Group, Inc. 0.06% No change 318 $237K
Pitti Group Wealth Management, LLC 0.20% No change 317 $237K
Heritage Wealth Management, Inc. 0.16% Reduce -2.2% 317 $237K
ZWJ Investment Counsel Inc. 0.01% No change 317 $237K
IMZ Advisory Inc 0.09% Reduce -14.6% 317 $236K
Consilio Wealth Advisors, LLC 0.08% Reduce -4.2% 316 $236K
Independence Bank of Kentucky 0.03% No change 316 $236K
Meeder Advisory Services, Inc. 0.01% No change 315 $235K
Bluespring Wealth Management, LLC 0.02% Reduce -8.7% 315 $235K
Angeles Wealth Management, LLC 0.01% No change 314 $234K
Midwest Financial Group LLC 0.11% Add +3.3% 313 $234K
Ballew Advisors, Inc 0.13% Add +1.0% 313 $233K
Philadelphia Trust Co. 0.02% No change 312 $233K
NFSG Corp 0.03% Reduce -9.3% 311 $232K
Fulton Bank, N.A. 0.01% No change 310 $231K
Members Trust Co 0.01% New 310 $231K
LifeGoal Investments, LLC 0.19% No change 309 $231K
Heritage Family Offices, LLP 0.11% New 309 $231K
SPC Financial, Inc. 0.02% No change 308 $230K
First Heartland Consultants, Inc. 0.02% Add +0.7% 308 $230K
San Luis Wealth Advisors LLC 0.04% New 307 $229K
Optimist Retirement Group LLC 0.10% No change 307 $229K
Stanich Group LLC 0.14% No change 306 $228K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -91.2% 306 $228K
Callahan Advisors, LLC 0.02% No change 304 $227K
HFG Advisors, Inc. 0.17% No change 304 $227K
Dumont & Blake Investment Advisors LLC 0.05% No change 303 $226K
Ranch Capital Advisors Inc. 0.09% New 302 $226K
Burns J W & Co. Inc. 0.03% New 302 $225K
Johnson Financial Group, LLC 0.02% New 301 $225K
Quest 10 Wealth Builders, Inc. 0.21% Reduce -4.5% 300 $224K
Creegan & Nassoura Financial Group, LLC 0.14% New 300 $224K
Insight 2811, Inc. 0.10% New 300 $224K
Yukon Wealth Management, Inc. 0.07% New 300 $224K
Aries Wealth Management 0.05% New 300 $224K
Jackson Hole Capital Partners, LLC 0.04% Add +20.0% 300 $224K
DDD Partners, LLC 0.01% New 299 $223K
SWP Financial LLC 0.11% New 299 $223K
Whalerock Point Partners, LLC 0.05% New 299 $223K
Pacific Sage Partners, LLC 0.04% New 299 $223K
Motco 0.02% No change 299 $223K
Sachem Hill LLC 0.04% New 297 $222K
JT Stratford LLC 0.03% Reduce -10.5% 297 $222K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 297 $222K
Independence Financial Advisors, LLC 0.07% New 296 $221K
Cranbrook Wealth Management, LLC 0.04% Reduce -5.7% 296 $221K
Strategic Point Investment Advisors, LLC 0.03% New 296 $221K
Verus Financial Partners, Inc. 0.02% New 295 $220K
BlueStem Wealth Partners, LLC 0.03% Reduce -9.3% 294 $220K
Chapman Financial Group, LLC 0.15% No change 294 $220K
M3 Advisory Group, LLC 0.14% Reduce -4.3% 291 $217K
Opus Capital Group, LLC 0.02% New 291 $217K
Strategic Financial Partners, Ltd. 0.10% New 290 $217K
LMCG Investments, LLC 0.01% New 290 $217K
Private Wealth Group, LLC 0.11% New 289 $216K
Trillium Asset Management, LLC 0.01% New 288 $215K
Warner Financial, Inc. 0.08% New 286 $214K
Ally Invest Advisors Inc. 0.02% New 286 $214K
Cadinha & Co. LLC 0.03% New 285 $213K
Tyche Wealth Partners LLC 0.04% New 284 $212K
IMS Capital Management 0.10% New 284 $212K
Tennessee Valley Asset Management Partners 0.03% Reduce -9.0% 284 $212K
Philip James Wealth Mangement, LLC 0.03% Reduce -14.8% 283 $211K
CPC Advisors, LLC 0.02% New 282 $211K
Bath Savings Trust Co 0.02% New 281 $210K
McGowan Group Asset Management, Inc. 0.03% New 280 $209K
Oak Asset Management, LLC 0.07% New 280 $209K
SHUTTLEWORTH & Co 0.19% — 278 $208K
Fiduciary Financial Group, LLC 0.03% New 278 $208K
Obermeyer Wealth Partners 0.01% New 278 $208K
Pinnacle Bancorp, Inc. 0.06% No change 277 $207K
New Century Financial Group, LLC 0.36% New 272 $203K
Indie Asset Partners, LLC 0.27% New 272 $203K
Oak Family Advisors, LLC 0.07% New 271 $202K
Mountain Capital Investment Advisors Inc. 0.04% New 269 $202K
Asset Allocation Strategies LLC 0.04% New 270 $202K
James J. Burns & Company, LLC 0.03% New 270 $202K
Resonant Capital Advisors, LLC 0.01% New 270 $202K
Prevail Innovative Wealth Advisors, LLC 0.04% New 269 $201K
DT Investment Partners, LLC 0.02% Add +7.2% 268 $200K
Aquire Wealth Advisors, LLC 0.05% Reduce -16.3% 268 $200K
Steigerwald, Gordon & Koch Inc. 0.02% New 268 $200K
Private Wealth Asset Management, LLC 0.02% Reduce -6.6% 267 $199K
Tortoise Investment Management, LLC 0.02% Reduce -6.6% 267 $199K
Hantz Financial Services, Inc. 0.00% Reduce -1.5% 265 $198K
New England Asset Management Inc. 0.03% No change 265 $198K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $187K
Private Wealth Management Group, LLC 0.05% Add +434.8% 246 $183K
Cape Investment Advisory, Inc. 0.17% Reduce -38.8% 238 $178K
Morse Asset Management, Inc 0.04% No change 235 $175K
Sound Income Strategies, LLC 0.01% Reduce -8.5% 227 $174K
Strategic Investment Advisors / MI 0.02% New 318,097 $172K
UMB Bank, n.a. 0.00% No change 229 $171K
Maryland Capital Advisors Inc. 0.06% No change 227 $169K
Park Place Capital Corp 0.04% No change 224 $167K
DecisionPoint Financial, LLC 0.04% Add +26.2% 217 $163K
Hanson & Doremus Investment Management 0.02% No change 218 $163K
Cherry Tree Wealth Management, LLC 0.04% No change 215 $161K
Nemes Rush Group LLC 0.02% Add +29.9% 213 $159K
Avalon Trust Co 0.01% No change 213 $159K
CBIZ Investment Advisory Services, LLC 0.01% No change 210 $157K
Barometer Capital Management Inc. 0.04% New 210 $157K
Principia Wealth Advisory, LLC 0.11% Add +3.5% 208 $155K
Anfield Capital Management, LLC 0.05% No change 208 $155K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 203 $152K
Thompson Investment Management, Inc. 0.02% New 203 $152K
Smartleaf Asset Management LLC 0.01% No change 202 $150K
Montag A & Associates Inc. 0.01% Reduce -14.2% 199 $149K
Peoples Financial Services Corp. 0.07% No change 198 $148K
TOWER TRUST & INVESTMENT Co 0.10% No change 192 $143K
ORG Partners LLC 0.03% No change 191 $143K
S.A. Mason LLC 0.06% No change 187 $140K
Pittenger & Anderson Inc. 0.01% No change 187 $140K
GHP Investment Advisors, Inc. 0.01% No change 184 $137K
Golden State Wealth Management, LLC 0.01% Reduce -1.1% 178 $134K
Millstone Evans Group, LLC 0.08% No change 178 $133K
MV Capital Management, Inc. 0.01% No change 174 $130K
West Branch Capital LLC 0.03% No change 167 $125K
Roxbury Financial LLC 0.11% No change 165 $123K
Greykasell Wealth Strategies, Inc. 0.05% No change 165 $123K
Cloud Capital Management, LLC 0.06% New 164 $123K
Elevation Wealth Partners, LLC 0.04% No change 163 $122K
FSA Wealth Management LLC 0.04% No change 162 $121K
American National Bank & Trust 0.01% Reduce -3.7% 158 $118K
Maseco LLP 0.01% No change 157 $117K
Pacifica Partners Inc. 0.04% Reduce -65.8% 156 $117K
Cullen/Frost Bankers, Inc. 0.00% Reduce -38.1% 154 $115K
Redwood Park Advisors LLC 0.09% No change 154 $115K
Aventura Private Wealth, LLC 0.04% No change 152 $113K
Global Wealth Strategies & Associates 0.03% Add +155.9% 151 $113K
Clark Wealth Partners 0.07% New 149 $112K
Game Plan Financial Advisors, LLC 0.05% Reduce -0.7% 148 $111K
Schroder Investment Management Group 0.00% New 143 $107K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 140 $105K
Hemington Wealth Management 0.01% No change 139 $103K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $102K
Rialto Wealth Management, LLC 0.03% No change 137 $102K
Peterson Wealth Services 0.02% Reduce -95.6% 6 $101K
Barrett & Company, Inc. 0.03% No change 133 $100K
Halbert Hargrove Global Advisors, LLC 0.00% No change 129 $96K
Operose Advisors LLC 0.02% No change 127 $95K
YANKCOM Partnership 0.04% Add +260.0% 126 $94K
Piscataqua Savings Bank 0.07% No change 125 $93K
IAG Wealth Partners, LLC 0.01% No change 123 $92K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $87K
Robinswood Financial LLC 0.03% No change 115 $86K
Raffa Wealth Management, LLC 0.02% Reduce -47.7% 115 $86K
Hilltop National Bank 0.02% No change 111 $83K
Woodside Wealth Management LLC 0.06% Reduce -4.4% 109 $81K
CNB Bank 0.03% No change 109 $81K
Carolina Wealth Advisors, LLC 0.03% Reduce -8.8% 103 $77K
Arcadia Investment Management Corp. 0.01% No change 103 $77K
Ameritas Investment Partners, Inc. 0.00% No change 101 $75K
Twin Lakes Capital Management, LLC 0.03% No change 100 $75K
City Holding Co. 0.01% Reduce -4.8% 100 $75K
Evermay Wealth Management LLC 0.01% No change 100 $75K
Bell Investment Advisors, Inc 0.01% No change 98 $74K
IFS Advisors, LLC 0.04% No change 96 $72K
New England Capital Financial Advisors LLC 0.03% No change 96 $72K
North Capital, Inc. 0.06% Add +1.1% 96 $72K
Valued Wealth Advisors LLC 0.03% Add +39.7% 95 $71K
Retirement Wealth Solutions LLC 0.05% Reduce -26.0% 94 $70K
Aviso Financial Inc. 0.00% No change 93 $69K
Pathway Financial Advisers, LLC 0.02% New 94 $69K
Colonial Trust Advisors 0.01% No change 91 $68K
Painted Porch Advisors LLC 0.03% Add +304.6% 89 $67K
Orion Capital Management LLC 0.02% Reduce -5.3% 89 $66K
Toth Financial Advisory Corp. 0.01% New 86 $64K
Paladin Advisory Group, LLC 0.05% New 86 $64K
Smallwood Wealth Investment Management, LLC 0.03% Add +22.9% 86 $64K
Mascoma Wealth Management LLC 0.01% No change 86 $64K
Birchbrook, Inc. 0.03% No change 83 $62K
Beaird Harris Wealth Management, LLC 0.00% Add +17.6% 80 $60K
Future Financial Wealth Managment LLC 0.04% No change 80 $60K
Sterling Capital Management LLC 0.00% Add +11.1% 80 $60K
GGM Financial LLC 0.03% New 78 $58K
Evelyn Partners Investment Management Services Ltd 0.01% No change 78 $58K
Horizons Wealth Management 0.04% No change 77 $57K
Financial Gravity Asset Management, Inc. 0.01% — 75 $56K
Addison Advisors LLC 0.01% Reduce -40.6% 73 $55K
Scarborough Advisors, LLC 0.01% No change 72 $54K
Boyd Watterson Asset Management LLC 0.02% No change 71 $53K
BankPlus Trust Department 0.01% No change 70 $52K
Fiduciary Advisors, Inc. 0.04% Reduce -2.8% 70 $52K
Clearstead Trust, LLC 0.01% No change 68 $51K
Trifecta Capital Advisors, LLC 0.01% No change 66 $49K
Strategic Wealth Partners, Ltd. 0.00% No change 66 $49K
Versant Capital Management, Inc 0.01% Add +510.0% 61 $46K
Rice Partnership, LLC 0.01% No change 60 $45K
SIMA Wealth Partners, LLC 0.03% No change 60 $45K
Old Second National Bank of Aurora 0.01% No change 60 $45K
Bfsg, LLC 0.00% Reduce -24.1% 60 $45K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 59 $44K
EPG Wealth Management LLC 0.01% Reduce -14.7% 58 $43K
Duncker Streett & Co. Inc. 0.01% No change 57 $43K
Gleason Group, Inc. 0.00% No change 57 $42K
Kilter Group LLC 0.02% No change 56 $42K
United Financial Planning Group LLC 0.03% — 55 $41K
Monetary Management Group Inc. 0.01% Reduce -8.3% 55 $41K
Coastline Trust Co 0.00% No change 55 $41K
Tripletail Wealth Management, LLC 0.05% New 52 $40K
First Community Trust NA 0.03% No change 53 $40K
Richardson Capital Management LLC 0.02% Add +1.9% 53 $39K
True Wealth Design, LLC 0.01% No change 52 $39K
Princeton Global Asset Management LLC 0.01% No change 52 $39K
Ramirez Asset Management, Inc. 0.01% New 52 $39K
Sawyer & Company, Inc 0.01% Reduce -87.5% 58 $38K
Delos Wealth Advisors, LLC 0.03% New 50 $37K
Kentucky Trust Co 0.02% No change 50 $37K
Horizon Bancorp Inc. 0.02% Reduce -98.9% 50 $37K
McIlrath & Eck, LLC 0.00% No change 49 $37K
KERR FINANCIAL PLANNING Corp 0.05% — 48 $36K
Gables Capital Management Inc. 0.01% No change 47 $35K
Blume Capital Management, Inc. 0.01% Reduce -30.8% 45 $34K
Palisade Asset Management, LLC 0.00% New 45 $34K
Horizon Investments, LLC 0.00% No change 45 $34K
Crowley Wealth Management, Inc. 0.03% No change 44 $33K
Creative Capital Management Investments LLC 0.01% Reduce -21.4% 44 $33K
Roble, Belko & Company, Inc 0.00% No change 42 $31K
First Command Advisory Services, Inc. 0.00% New 41 $31K
Strategic Advocates LLC 0.01% New 40 $30K
HighMark Wealth Management LLC 0.01% No change 40 $30K
Atwood & Palmer Inc. 0.00% No change 40 $30K
Morton Brown Family Wealth, LLC 0.01% No change 40 $30K
WPG Advisers, LLC 0.02% No change 38 $28K
Phillips Financial Management, LLC 0.00% No change 36 $27K
Northwest Capital Management Inc 0.03% No change 34 $25K
Copia Wealth Management 0.02% No change 34 $25K
Kings Path Partners LLC 0.01% No change 34 $25K
Windsor Advisory Group, LLC 0.02% No change 30 $22K
Signature Resources Capital Management, LLC 0.01% No change 30 $22K
Winch Advisory Services, LLC 0.00% No change 29 $21K
Logan Capital Management Inc. 0.00% No change 27 $20K
Founders Capital Management 0.01% No change 27 $20K
Graney & King, LLC 0.01% No change 27 $20K
Coston, McIsaac & Partners 0.00% No change 25 $19K
Cornerstone Planning Group LLC 0.00% Add +7333.3% 223 $19K
Smithfield Trust Co 0.00% Reduce -63.1% 24 $18K
MTM Investment Management, LLC 0.01% No change 24 $18K
Zions Bancorporation, National Association 0.00% No change 24 $18K
Central Pacific Bank - Trust Division 0.00% No change 23 $17K
Bangor Savings Bank 0.00% No change 23 $17K
GW&K Investment Management, LLC 0.00% New 21 $16K
AllSquare Wealth Management LLC 0.01% No change 21 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 20 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 20 $15K
Financial Network Wealth Advisors LLC 0.01% Reduce -15.0% 17 $13K
Murphy & Mullick Capital Management Corp 0.01% Reduce -46.9% 17 $13K
Winnacle Wealth LLC 0.01% New 15 $11K
Centennial Bank 0.00% Reduce -75.0% 15 $11K
Financial Avengers, Inc. 0.00% No change 14 $11K
Curio Wealth, LLC 0.00% No change 14 $10K
Chesapeake Asset Management LLC 0.01% No change 13 $10K
Perkins Coie Trust Co 0.00% New 12 $9K
Evolution Wealth Management Inc. 0.01% Reduce -82.0% 11 $8K
Field & Main Bank 0.00% Reduce -15.4% 11 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $8K
Islay Capital Management, LLC 0.00% No change 10 $7K
Abich Financial Wealth Management LLC 0.00% — 10 $7K
Investors Research Corp 0.00% Reduce -50.0% 10 $7K
Global Trust Asset Management, LLC 0.00% No change 10 $7K
Financial Life Planners 0.00% New 7 $5K
Caldwell Sutter Capital, Inc. 0.00% Reduce -25.0% 6 $4K
Clayton Financial Group LLC 0.00% New 5 $4K
Oakworth Capital, Inc. 0.00% New 5 $4K
Truvestments Capital LLC 0.00% No change 3 $2K
Proathlete Wealth Management LLC 0.00% Reduce -91.7% 3 $2K
Reyes Financial Architecture, Inc. 0.00% No change 3 $2K
Bernard Wealth Management Corp. 0.00% New 3 $2K
Stephens Consulting, LLC 0.00% No change 2 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -33.3% 2 $1K
Delta Asset Management LLC 0.00% New 1 $747

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