Vanguard Info Tech ETFVGTETF

13F holders, Q4 2025 (December 31)
2,032holders +173
122new positions
56sold out
6famous investors
$749.02avg. 13F price*

At the end of Q4 2025, 2,032 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 173 from Q3 2025. 122 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($11.2B), JPMorgan Chase & Co. ($4.8B) and Morgan Stanley ($1.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions122$228.1M
Exits56$1.7B

All 13F filers, Q3 2025 → Q4 2025: 2,183,884 shares bought and 4,046,560 shares sold, net −1,862,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,032 holders

Bank of America Corp. 0.82% Reduce -1.3% 14,864,359 $11.2B
JPMorgan Chase & Co. 0.33% Add +4.1% 6,420,110 $4.8B
Morgan Stanley 0.10% Add +1.2% 2,151,255 $1.6B
Wells Fargo & Company 0.23% Add +1.2% 1,543,645 $1.2B
UBS Group AG 0.23% Reduce -11.2% 1,524,284 $1.1B
LPL Financial LLC 0.27% Add +3.1% 1,301,922 $981.4M
Focus Partners Wealth 1.12% Add +78.8% 1,297,055 $977.6M
PGIM Custom Harvest LLC 9.29% Add +2.4% 834,677 $629.2M
Raymond James Financial Inc. 0.19% Add +0.3% 799,090 $602.3M
Royal Bank of Canada 0.10% Add +4.5% 746,915 $563.0M
Ameriprise Financial Inc. 0.12% Reduce -2.5% 686,084 $517.3M
Northwestern Mutual Wealth Management Co. 0.30% Add +0.7% 632,525 $476.8M
Vantagepoint Investment Advisers LLC 3.36% Add +4.2% 553,542 $417.2M
Provida Pension Fund Administrator 5.79% Add +7.2% 443,965 $334.7M
HighTower Advisors, LLC 0.34% Add +2.8% 413,961 $312.0M
Stifel Financial Corp. 0.28% Add +1.2% 409,138 $308.4M
Envestnet Asset Management Inc. 0.08% Reduce -12.3% 345,707 $260.6M
Harel Insurance Investments & Financial Services Ltd. 2.20% Reduce -54.5% 336,862 $253.9M
Cetera Investment Advisers 0.28% Reduce -2.7% 336,406 $253.6M
PNC Financial Services Group, Inc. 0.13% Reduce -1.2% 310,518 $234.1M
Equitable Holdings, Inc. 1.56% Reduce -0.9% 302,908 $228.3M
Rockefeller Capital Management L.P. 0.39% Add +15.2% 287,237 $216.5M
Russell Investments Group, Ltd. 0.23% Reduce -2.2% 277,790 $209.4M
Janney Montgomery Scott LLC 0.48% Add +2.8% 277,215 $209.0M
Osaic Holdings, Inc. 0.30% Add +16.6% 269,715 $203.5M
Cerity Partners LLC 0.28% Reduce -1.7% 251,932 $189.9M
Mercer Global Advisors Inc. 0.29% Reduce -9.3% 249,617 $188.2M
Taiyo Life Insurance Co. 13.68% No change 212,000 $159.8M
Commonwealth Equity Services, LLC 0.21% Reduce -2.5% 208,513 $157.2M
Nissay Asset Management Corp. /Japan 0.80% No change 204,727 $154.3M
Lido Advisors, LLC 0.60% Add +56.9% 201,308 $151.1M
Truist Financial Corp. 0.18% Add +0.6% 181,490 $136.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 13.67% Reduce -0.6% 176,919 $133.4M
Cambridge Investment Research Advisors, Inc. 0.34% Add +0.2% 171,531 $129.3M
Compass Financial Group, INC 16.67% Add +4.3% 154,860 $116.7M
Armstrong Advisory Group, Inc. 7.63% Add +0.5% 149,812 $112.9M
Creative Planning 0.08% Add +2.4% 147,369 $111.1M
Beacon Capital Management, Inc. 5.88% Reduce -12.9% 145,740 $109.9M
Goldman Sachs Group Inc. 0.02% Add +7.8% 141,028 $106.3M
M&T Bank Corp 0.34% Reduce -0.1% 139,299 $105.0M
Northern Trust Corp. 0.01% Add +0.6% 130,570 $98.4M
71 West Capital Partners 4.32% — 124,645 $94.0M
Two Sigma Investments, LP 0.14% New 117,120 $88.3M
Brown Advisory Inc. 0.12% Add +0.1% 117,003 $88.2M
Assetmark, Inc. 0.18% Add +37.3% 116,909 $88.1M
Corient Private Wealth LP 0.12% Add +38.8% 116,863 $88.1M
Bailard, Inc. 1.90% Add +0.2% 113,885 $85.8M
NORTHSTAR ASSET MANAGEMENT Co 17.57% Reduce -0.1% 109,893 $82.8M
Agf Management Ltd. 0.32% Reduce -3.5% 96,779 $73.0M
Silicon Valley Capital Partners 6.48% Reduce -2.2% 94,410 $71.2M
Sanctuary Advisors, LLC 0.38% Reduce -0.5% 91,226 $68.8M
Mariner, LLC 0.08% Add +17.0% 89,966 $67.8M
Yarbrough Capital, LLC 2.09% No change 89,058 $67.1M
WBH Advisory Inc. 4.93% Reduce -0.5% 88,336 $66.6M
MML Investors Services, LLC 0.16% Reduce -2.1% 87,119 $65.7M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -0.8% 83,687 $64.3M
Spire Wealth Management 2.12% Reduce -2.7% 83,787 $63.2M
Systematic Alpha Investments, LLC 1.94% No change 82,300 $62.0M
KCM Investment Advisors LLC 1.99% Reduce -2.1% 81,904 $61.7M
Kestra Advisory Services, LLC 0.25% Add +4.3% 81,807 $61.7M
Citadel Advisors 0.04% New 81,507 $61.4M
Jones Financial Companies LLLP 0.04% Add +22.3% 79,515 $59.9M
MAI Capital Management 0.33% Reduce -1.8% 75,182 $56.7M
Peapack Gladstone Financial Corp. 0.71% Reduce -1.3% 74,496 $56.2M
FMR LLC 0.00% Add +2.4% 73,224 $55.2M
Comerica Bank 0.21% Reduce -2.8% 70,417 $53.1M
Apollon Wealth Management, LLC 0.92% Add +4.4% 70,115 $52.9M
Ami Investment Management Inc. 11.48% Add +0.9% 67,784 $51.1M
Fisher Asset Management 0.02% Reduce -2.4% 65,695 $49.5M
Harbour Investments, Inc. 1.00% Add +2.7% 65,278 $49.2M
Private Advisor Group, LLC 0.22% Reduce -5.7% 63,395 $47.8M
Bank of Montreal 0.02% Add +3.4% 62,866 $47.4M
Trust Co. of Oklahoma 13.46% Add +0.4% 61,233 $46.2M
Hollencrest Capital Management 1.53% Reduce -0.2% 58,778 $44.3M
Madison Asset Management, LLC 0.50% Reduce -2.9% 58,121 $43.8M
Pinnacle Associates Ltd. 0.55% Reduce -0.7% 57,212 $43.1M
Steward Partners Investment Advisory, LLC 0.23% Reduce -6.9% 55,993 $42.2M
Ieq Capital, LLC 0.12% Add +21.4% 54,007 $40.7M
Quantinno Capital Management LP 0.08% Add +32.3% 52,642 $39.7M
Elwood & Goetz Wealth Advisory Group, LLC 6.92% Reduce -2.2% 52,210 $39.4M
Park National Corp. 1.21% Reduce -2.7% 51,350 $38.7M
FIL Ltd 0.03% No change 50,264 $37.9M
CVA Family Office, LLC 4.33% Add +16.1% 49,914 $37.6M
Fifth Third Bancorp 0.12% Add +3.2% 48,853 $36.8M
SBI Securities Co., Ltd. 0.94% Add +0.6% 48,344 $36.4M
MassMutual Private Wealth & Trust, FSB 0.92% Reduce -3.7% 47,361 $35.7M
Johnson Investment Counsel Inc. 0.29% Add +3.1% 46,889 $35.3M
Winthrop Capital Management, LLC 8.10% Reduce -0.4% 46,099 $34.7M
AQR Capital Management 0.02% Add +63.0% 45,083 $34.0M
Tiaa Trust, National Association 0.08% Add +4.6% 44,448 $33.5M
Baird Financial Group, Inc. 0.05% Add +15.7% 43,558 $32.8M
Circle Wealth Management, LLC 0.50% Add +0.1% 43,176 $32.5M
&partners 0.17% Add +209.4% 42,867 $32.4M
Mokosak Advisory Group, LLC 8.09% Add +0.0% 42,697 $32.2M
Marotta Asset Management 5.85% Reduce -8.3% 41,916 $31.6M
Portfolio Strategies, Inc. 3.47% Reduce -3.4% 39,794 $30.0M
First Merchants Corp. 1.09% Add +4.4% 38,968 $29.4M
Keebeck Wealth Management 3.39% Reduce -0.2% 38,914 $29.3M
Barings LLC 0.55% Add +148.0% 38,218 $28.8M
Ameritas Advisory Services, LLC 1.07% Add +220.8% 38,081 $28.7M
Capital Advisors Wealth Management, LLC 3.88% Reduce -0.2% 37,801 $28.5M
Enclave Advisors LLC 4.03% Reduce -1.0% 37,764 $28.5M
Gratus Wealth Advisors, LLC 3.90% Reduce -1.3% 37,314 $28.1M
NewEdge Advisors, LLC 0.10% Reduce -0.9% 37,300 $28.1M
Wiser Wealth Management, Inc 6.20% Reduce -1.1% 36,989 $27.9M
Pathstone Holdings, LLC 0.11% Reduce -2.9% 36,412 $27.4M
XML Financial, LLC 2.21% Reduce -1.6% 35,998 $27.1M
Manufacturers Life Insurance Company, The 0.02% Add +124.3% 35,011 $26.4M
Robertson Stephens Wealth Management, LLC 0.73% Reduce -1.0% 34,331 $25.9M
Stratos Wealth Partners, LTD. 0.29% Reduce -0.9% 34,055 $25.7M
AlphaCore Capital LLC 0.57% Reduce -4.0% 33,609 $25.3M
Baker Ellis Asset Management LLC 3.03% Reduce -2.9% 33,423 $25.2M
Blair William & Co. 0.07% Add +0.5% 33,335 $25.1M
Wealth Group Ltd 5.57% Reduce -7.2% 33,015 $24.9M
IFP Advisors, Inc 0.56% Reduce -0.6% 32,813 $24.7M
White Lighthouse Investment Management Inc. 3.44% Reduce -2.3% 32,684 $24.6M
BBR Partners, LLC 1.29% No change 31,981 $24.1M
Citigroup Inc. 0.02% Reduce -5.1% 31,790 $24.0M
Captrust Financial Advisors 0.05% Add +26.0% 31,642 $23.9M
Wealthfront Advisers LLC 0.05% Add +12.0% 31,594 $23.8M
Scotia Capital Inc. 0.09% Reduce -2.6% 30,288 $22.8M
Cresset Asset Management, LLC 0.10% Reduce -2.8% 29,819 $22.5M
Fiduciary Trust Co 0.25% Reduce -2.9% 29,336 $22.1M
Lowe Brockenbrough & Co. Inc. 1.09% Reduce -2.2% 29,326 $22.1M
HB Wealth Management, LLC 0.14% Add +9.9% 29,279 $22.1M
SCS Capital Management LLC 0.23% Reduce -1.4% 29,251 $22.0M
Perigon Wealth Management, LLC 0.39% Reduce -0.3% 29,021 $21.9M
Anchor Investment Management, LLC 1.73% Reduce -4.4% 28,254 $21.3M
Financial Perspectives, Inc 5.65% Add +0.6% 27,803 $21.0M
Annex Advisory Services, LLC 0.40% Reduce -0.7% 27,628 $20.8M
Welch Capital Partners LLC 4.13% No change 27,310 $20.6M
Sumitomo Mitsui Financial Group, Inc. 0.36% Add +8.7% 27,239 $20.5M
Redstone Wealth Management, LLC 16.19% — 27,187 $20.5M
Concurrent Investment Advisors, LLC 0.23% Add +4.5% 27,078 $20.4M
Brandywine Oak Private Wealth LLC 1.68% Reduce -0.2% 26,561 $20.0M
World Investment Advisors 0.32% Add +209.8% 26,252 $19.8M
Oppenheimer & Co. Inc. 0.28% Add +4.2% 26,244 $19.8M
Founders Grove Wealth Partners, LLC 4.41% Reduce -4.6% 26,037 $19.6M
Cornerstone Advisory, LLC 1.86% Reduce -1.5% 25,947 $19.6M
Sound View Wealth Advisors Group, LLC 1.29% Reduce -0.4% 25,436 $19.2M
Karpus Management, Inc. 0.58% Reduce -2.1% 24,977 $18.8M
KTF Investments, LLC 3.07% — 24,812 $18.7M
Simon Quick Advisors, LLC 0.81% Add +0.3% 24,514 $18.5M
Beacon Capital Management, LLC 2.86% Reduce -5.5% 24,442 $18.4M
NRI Wealth Management LC 9.32% Add +0.6% 24,255 $18.3M
Wheelhouse Advisory Group LLC 6.79% Reduce -0.4% 23,467 $17.9M
Mgo One Seven LLC 0.36% Reduce -1.2% 23,658 $17.8M
Main Management LLC 1.27% Add +4.9% 23,472 $17.7M
Leeward Financial Partners, LLC 4.96% Reduce -1.1% 23,423 $17.7M
Natixis Advisors, LLC 0.03% Add +2.6% 23,371 $17.6M
Kwmg, LLC 1.52% Reduce -0.5% 23,364 $17.6M
J.W. Cole Advisors, Inc. 0.43% Add +4.8% 26,942 $17.6M
Curi Capital, LLC 0.30% Reduce -10.3% 23,162 $17.5M
Savvy Advisors, Inc. 0.56% Add +5.2% 23,049 $17.4M
Curran Financial Partners, LLC 3.29% Add +2.4% 22,947 $17.3M
Gotham Asset Management 0.06% Add +41.3% 22,914 $17.3M
Kestra Private Wealth Services, LLC 0.21% Reduce -25.0% 22,773 $17.2M
Hartford Financial Management Inc. 4.41% Add +3.8% 22,501 $17.0M
Evergreen Capital Management LLC 0.38% Reduce -0.5% 22,307 $16.8M
Curtis Advisory Group, LLC 3.51% Reduce -0.1% 22,183 $16.7M
Kinloch Capital, LLC 7.19% Reduce -4.2% 22,132 $16.7M
Madden Advisory Services, Inc. 6.57% Reduce -3.5% 21,665 $16.3M
Atria Investments, Inc 0.18% Add +8.3% 21,584 $16.3M
Foronjy Financial LLC 6.71% Reduce -0.2% 21,317 $16.1M
BlackRock, Inc. 0.00% Add +105.5% 21,310 $16.1M
Allianz Asset Management GmbH 0.02% Add +74.8% 21,150 $15.9M
Merit Financial Group, LLC 0.13% Reduce -10.3% 21,059 $15.9M
Praetorian Wealth Management, Inc. 3.14% Reduce -3.4% 21,004 $15.8M
Dorsey & Whitney Trust CO LLC 0.83% Reduce -0.5% 20,853 $15.7M
Jmac Enterprises LLC 2.99% Add +0.2% 20,721 $15.6M
Gibraltar Capital Management, Inc. 2.66% Reduce -3.1% 20,720 $15.6M
Fca Corp. 4.41% Reduce -7.5% 20,707 $15.6M
First Financial Corp. 5.86% Reduce -2.4% 20,612 $15.5M
GTS Securities LLC 0.53% Add +5494.6% 20,588 $15.5M
Crewe Advisors LLC 1.37% Add +0.8% 20,552 $15.5M
Foundations Investment Advisors, LLC 0.20% Add +10.6% 20,466 $15.4M
Arkansas Financial Group, Inc. 2.21% Add +1.7% 20,313 $15.3M
Fifth Third Wealth Advisors LLC 0.54% Reduce -14.3% 20,300 $15.3M
Triangle Securities Wealth Management 3.21% Reduce -1.6% 20,192 $15.2M
Axxcess Wealth Management, LLC 0.27% Add +384.2% 20,031 $15.1M
O'shaughnessy Asset Management, LLC 0.08% Add +14.0% 19,972 $15.1M
Snowden Capital Advisors LLC 0.38% Add +1.0% 19,639 $14.8M
TRUE Private Wealth Advisors 1.47% Add +2.0% 19,485 $14.7M
CoreCap Advisors, LLC 0.51% Reduce -6.8% 19,360 $14.6M
Sage Mountain Advisors LLC 0.77% No change 19,227 $14.5M
Chatham Capital Group, Inc. 2.05% Reduce -2.1% 19,122 $14.4M
Mutual Advisors, LLC 0.31% Reduce -23.7% 19,034 $14.3M
Greenwood Gearhart LLC 0.79% Add +0.1% 18,997 $14.3M
Beacon Pointe Advisors, LLC 0.10% Add +2.9% 18,697 $14.1M
MOKAN Wealth Management Inc. 6.19% Add +56.1% 18,523 $14.0M
Wall Street Financial Group, Inc. 10.16% Reduce -1.4% 18,499 $14.0M
Alexander Labrunerie & Co., Inc. 5.10% Add +0.3% 18,502 $13.9M
US Bancorp \de 0.02% Add +10.8% 18,259 $13.8M
Certified Advisory Corp 1.25% Reduce -5.0% 18,202 $13.7M
Strengthening Families & Communities, LLC 4.86% Add +6.8% 18,099 $13.6M
Advisory Services Network, LLC 0.19% Add +1.4% 18,085 $13.6M
Osbon Capital Management LLC 12.74% — 18,064 $13.6M
Hobart Private Capital, LLC 2.62% Reduce -2.7% 17,786 $13.4M
Magnolia Wealth Management, LLC 7.98% Reduce -3.2% 17,724 $13.4M
Evelyn Partners Investment Management (Europe) Ltd 4.31% Reduce -4.2% 17,629 $13.3M
Brookstone Capital Management 0.15% Add +8.8% 17,598 $13.3M
Wilmington Savings Fund Society, FSB 0.30% Reduce -16.5% 17,153 $12.9M
Principle Wealth Partners LLC 0.72% Reduce -2.6% 16,897 $12.7M
Atlas Legacy Advisors, LLC 2.23% Add +3.5% 16,891 $12.7M
First PREMIER Bank 2.92% Reduce -4.9% 16,883 $12.7M
Integrated Wealth Concepts LLC 0.15% Reduce -27.9% 16,868 $12.7M
Olistico Wealth, LLC 6.19% Add +1.9% 16,841 $12.7M
Western Wealth Management, LLC 0.58% Add +7.5% 16,731 $12.6M
Capital Planning LLC 3.51% Reduce -2.4% 16,568 $12.5M
SWAN Capital LLC 4.87% Reduce -10.6% 16,613 $12.5M
Titleist Asset Management, LLC 1.00% Add +1.8% 16,451 $12.4M
Bokf, NA 0.19% Reduce -4.0% 16,394 $12.4M
Penobscot Wealth Management 3.81% Add +0.6% 16,367 $12.3M
Asset One Wealth Management LLC 1.69% — 16,381 $12.3M
Pioneer Family Office, LLC 8.29% — 16,268 $12.3M
BIP Wealth, LLC 0.43% Reduce -5.7% 16,150 $12.2M
Farther Finance Advisors, LLC 0.13% Add +13.4% 15,798 $11.9M
Apollon Financial, LLC 1.73% Add +209.6% 15,795 $11.9M
IFG Advisory, LLC 0.52% Reduce -1.5% 15,759 $11.9M
JBR Co Financial Management Inc 4.93% Reduce -3.3% 15,633 $11.8M
Retirement Planning Group, LLC 0.39% Add +58.2% 15,571 $11.7M
Squarepoint Ops LLC 0.02% Add +1105.6% 15,444 $11.6M
Prospera Financial Services Inc 0.19% Add +7.6% 15,342 $11.6M
D.A. Davidson & Co. 0.07% Add +1.2% 15,382 $11.6M
Pinnacle Financial Partners, Inc. 0.09% — 15,361 $11.6M
John Boyer, Inc. 11.78% Reduce -7.8% 15,329 $11.6M
Glenmede Trust Co. NA 0.05% — 15,335 $11.6M
New Insight Wealth Advisors 4.12% Add +4.6% 15,307 $11.5M
Royal Fund Management, LLC 1.06% Add +4.7% 15,233 $11.5M
Bouchey Financial Group, Ltd. 0.86% Reduce -0.9% 15,224 $11.5M
Leavell Investment Management, Inc. 0.47% Reduce -2.2% 15,117 $11.4M
Focused Wealth Management, Inc 1.21% Reduce -0.8% 15,101 $11.4M
Financial Freedom, LLC 5.57% Reduce -1.1% 14,889 $11.2M
EP Wealth Advisors, LLC 0.06% — 14,848 $11.2M
Patton Albertson Miller Group, LLC 1.31% Reduce -0.3% 14,778 $11.1M
Fifth Third Securities, Inc. 0.72% Reduce -1.0% 14,705 $11.1M
NWF Advisory Services Inc. 1.22% Reduce -2.3% 14,663 $11.1M
Atlas Capital Advisors Inc. 1.22% — 14,556 $11.0M
Independent Financial Group, LLC 0.24% Reduce -10.9% 14,430 $10.9M
Kingswood Wealth Advisors, LLC 0.52% Add +2.1% 14,375 $10.8M
Quaker Wealth Management, LLC 3.40% Add +1.5% 14,242 $10.7M
Cibc World Market Inc. 0.02% Add +4.8% 14,103 $10.6M
Naples Global Advisors, LLC 0.79% Reduce -0.2% 14,059 $10.6M
Axiom Financial Strategies, LLC 4.45% Add +0.5% 14,042 $10.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.9% 14,005 $10.6M
Bravias Capital Group, LLC 6.37% Add +18.3% 13,984 $10.5M
Moneta Group Investment Advisors LLC 0.08% Add +3.1% 13,850 $10.4M
Altura Wealth Advisors Inc. 4.49% Add +6.4% 13,838 $10.4M
Vermillion Wealth Management, Inc. 4.26% Reduce -1.0% 13,796 $10.4M
Summitas Investment Management LLC 7.81% — 13,775 $10.4M
Perennial Investment Advisors, LLC 0.82% Reduce -0.8% 13,749 $10.4M
Haverford Trust Co 0.09% Reduce -13.0% 13,708 $10.3M
TD Private Client Wealth LLC 0.22% Reduce -1.4% 13,544 $10.2M
CIBC Private Wealth Group LLC 0.02% Add +2.8% 13,367 $10.1M
Advisors Capital Management, LLC 0.12% Reduce -1.0% 13,355 $10.1M
Aspiriant, LLC 0.29% Add +1.1% 13,289 $10.0M
Bank of New York Mellon Corp 0.00% Add +4.9% 13,266 $10.0M
NorthCrest Asset Manangement, LLC 0.22% Reduce -0.1% 13,166 $10.0M
B. Riley Wealth Advisors, Inc. 0.46% Add +3.1% 12,963 $9.8M
Neuberger Berman Group LLC 0.01% Reduce -16.1% 12,853 $9.7M
AE Wealth Management LLC 0.06% Add +30.7% 12,785 $9.6M
Wedmont Private Capital 0.33% Add +73.0% 12,542 $9.6M
Vista Investment Management 3.15% Reduce -0.3% 12,673 $9.6M
Cornerstone Advisors Asset Management, LLC 1.54% Add +0.9% 12,610 $9.5M
U.S. Capital Wealth Advisors, LLC 0.25% Add +6.3% 12,608 $9.5M
Laurel Oak Wealth Management, LLC 1.60% — 12,603 $9.5M
E&G Advisors, LLC 2.11% Add +1.6% 12,529 $9.4M
Cwm, LLC 0.03% Add +3.4% 12,518 $9.4M
NorthRock Partners, LLC 0.16% Add +15.5% 12,274 $9.3M
Creative Financial Designs Inc. 0.58% Add +1.4% 12,138 $9.1M
Parallel Advisors, LLC 0.17% Reduce -1.2% 12,074 $9.1M
Allworth Financial LP 0.04% Reduce -14.0% 11,697 $8.8M
United Capital Financial Advisors, LLC 0.05% Add +164.7% 11,697 $8.8M
Dagco, Inc. 2.02% Add +4.0% 11,623 $8.8M
BNP Paribas Financial Markets 0.01% Add +38.1% 11,524 $8.7M
Transatlantique Private Wealth LLC 2.70% Reduce -5.8% 11,430 $8.6M
Kingsview Wealth Management, LLC 0.12% Add +3.5% 11,420 $8.6M
Flagship Private Wealth, LLC 3.38% Reduce -4.7% 11,407 $8.6M
Sequoia Financial Advisors, LLC 0.05% Add +24.3% 11,405 $8.6M
Tandem Wealth Advisors LLC 3.84% Add +15.2% 13,179 $8.6M
Federation des caisses Desjardins du Quebec 0.03% Add +3.3% 11,348 $8.6M
Neville Rodie & Shaw Inc. 0.60% Add +2.0% 11,272 $8.5M
FPC Investment Advisory, Inc. 4.65% Reduce -0.2% 11,270 $8.5M
Hancock Whitney Corp. 0.15% Reduce -0.8% 11,251 $8.5M
Culbertson A N & Co. Inc. 1.16% Reduce -5.2% 11,224 $8.5M
Diversify Wealth Management, LLC 0.39% Add +70.1% 10,948 $8.4M
Sigma Planning Corp 0.23% Add +4.3% 11,315 $8.3M
Ausdal Financial Partners, Inc. 0.39% Reduce -0.6% 11,013 $8.3M
Security Financial Services, INC. 1.30% No change 11,010 $8.3M
Signature Estate & Investment Advisors LLC 0.17% Add +0.6% 10,993 $8.3M
Flow Traders U.S. LLC 0.27% New 10,927 $8.2M
Choreo, LLC 0.10% Reduce -2.3% 10,799 $8.2M
Belpointe Asset Management LLC 0.30% Reduce -0.7% 10,898 $8.2M
Gladstone Institutional Advisory LLC 0.31% Add +0.5% 10,859 $8.2M
Advantage Trust Co 3.68% Reduce -4.3% 10,835 $8.2M
Kesler, Norman & Wride, LLC 1.40% Add +2.4% 10,816 $8.2M
Tower Research Capital LLC (TRC) 0.20% New 10,813 $8.2M
Waverly Advisors, LLC 0.06% Add +94.2% 10,616 $8.0M
Flputnam Investment Management Co. 0.12% Reduce -4.5% 10,614 $8.0M
Williams Jones Wealth Management, LLC. 0.09% No change 10,407 $7.8M
VestGen Advisors, LLC 0.33% Reduce -8.8% 10,201 $7.7M
Magnus Financial Group LLC 0.57% Add +3.9% 9,922 $7.5M
Exchange Traded Concepts, LLC 0.06% Add +21.1% 9,834 $7.4M
Joel Isaacson & Co., LLC 0.24% Add +0.8% 9,790 $7.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +53.5% 9,707 $7.3M
Banco Santander, S.A. 0.05% New 9,620 $7.3M
Modera Wealth Management, LLC 0.08% Reduce -1.0% 9,519 $7.2M
Dougherty & Associates, LLC 6.40% — 9,495 $7.2M
Raab & Moskowitz Asset Management LLC 1.56% Reduce -0.9% 9,451 $7.1M
Diversified Enterprises, LLC 0.42% Add +1.8% 9,413 $7.1M
Marshall & Sterling Wealth Advisors Inc. 4.66% Reduce -7.1% 9,373 $7.1M
Wealthcare Advisory Partners LLC 0.14% Reduce -4.2% 9,372 $7.1M
Financial Advisory Partners, LLC 1.98% Add +0.1% 9,333 $7.0M
Valley National Advisers Inc. 0.97% Add +1.5% 9,258 $7.0M
Richmond Brothers, Inc. 4.43% Reduce -11.9% 9,227 $7.0M
Keybank National Association 0.02% Reduce -0.5% 9,219 $6.9M
Prime Capital Investment Advisors, LLC 0.08% Add +3.3% 9,190 $6.9M
Syon Capital LLC 0.34% Reduce -2.8% 9,179 $6.9M
RCW Management, LLC 6.96% — 9,140 $6.9M
CreativeOne Wealth, LLC 0.17% Add +4.3% 9,138 $6.9M
NewEdge Wealth, LLC 0.08% Reduce -0.8% 9,137 $6.9M
Ridge Creek Global, Inc 5.76% — 9,111 $6.9M
Oak Harvest Investment Services 0.74% Add +6.3% 9,045 $6.8M
Argo Wealth Advisory, LLC 3.99% — 8,848 $6.7M
Bank of New Hampshire 1.50% Reduce -1.5% 8,830 $6.7M
SeaCrest Wealth Management, LLC 0.67% Reduce -0.0% 8,672 $6.6M
Fairway Financial, LLC 5.00% Reduce -2.8% 8,779 $6.6M
Wulff, Hansen & Co. 5.54% Reduce -0.7% 8,764 $6.6M
Goepper Burkhardt LLC 2.15% Add +28.1% 8,752 $6.6M
Global Retirement Partners, LLC 0.12% Add +6.9% 8,725 $6.6M
PW Nova Financial Services LLC 2.48% — 8,653 $6.5M
Hilltop Holdings Inc. 0.39% Reduce -2.2% 8,620 $6.5M
OpenArc Corporate Advisory, LLC 0.11% — 8,610 $6.5M
Thryve Wealth Management LLC 3.21% — 8,600 $6.5M
Drucker Wealth 3.0, LLC 1.14% Reduce -0.4% 8,595 $6.5M
Trinity Legacy Partners, LLC 1.48% Add +0.8% 8,542 $6.4M
MY Wealth Management Inc. 5.57% Reduce -3.0% 8,480 $6.4M
Manchester Capital Management LLC 0.87% Reduce -4.2% 8,471 $6.4M
Strategic Blueprint, LLC 0.38% Add +1.9% 8,463 $6.4M
Wealthspire Retirement, LLC 0.38% Reduce -0.7% 8,390 $6.3M
Quadrant Capital Group LLC 0.19% Add +15.7% 8,352 $6.3M
Summit Financial, LLC 0.09% Add +0.7% 8,339 $6.3M
Oliver Luxxe Assets LLC 0.95% Reduce -4.2% 8,240 $6.2M
Rothschild Wealth LLC 0.60% Add +1.3% 8,235 $6.2M
Realta Investment Advisors 2.03% Add +3.2% 8,182 $6.2M
Bartlett & Co. Wealth Management LLC 0.08% Add +0.4% 8,147 $6.1M
Thrivent Financial for Lutherans 0.01% Add +163.5% 8,028 $6.1M
IHT Wealth Management, LLC 0.15% Reduce -4.8% 8,044 $6.1M
DAVENPORT & Co LLC 0.03% Add +0.8% 8,031 $6.1M
Fischer Financial Services, Inc. 1.60% Reduce -5.2% 8,019 $6.0M
Sound Stewardship, LLC 2.85% Reduce -7.7% 7,901 $6.0M
Sheridan Capital Management, LLC 3.02% Add +5.2% 7,896 $6.0M
Proficio Capital Partners LLC 0.42% Add +6.5% 7,871 $5.9M
GWN Securities Inc. 1.20% Reduce -14.8% 7,865 $5.9M
Focus Financial Network, Inc. 0.21% Reduce -3.7% 7,862 $5.9M
SageGuard Financial Group, LLC 0.94% — 7,856 $5.9M
Chicago Partners Investment Group LLC 0.14% Add +4.2% 7,722 $5.8M
International Assets Investment Management, LLC 0.40% Reduce -1.0% 7,725 $5.8M
Eley Financial Management, Inc 2.09% Reduce -3.1% 7,719 $5.8M
BTG Pactual Asset Management US LLC 0.64% Reduce -8.2% 8,647 $5.7M
Marion Wealth Management 1.27% Reduce -1.2% 7,574 $5.7M
Hennion & Walsh Asset Management, Inc. 0.20% Reduce -1.1% 7,531 $5.7M
Bulwark Capital Corp 4.04% No change 7,530 $5.7M
PeakShares LLC 5.52% — 7,500 $5.7M
Main Street Financial Solutions, LLC 0.42% Add +0.0% 7,403 $5.6M
One Charles Private Wealth Services, LLC 1.43% Add +10.3% 7,362 $5.5M
Summit Trail Advisors, LLC 0.10% Reduce -0.9% 7,352 $5.5M
Sierra Capital LLC 0.59% No change 7,340 $5.5M
MMBG Investment Advisors Co. 0.46% Reduce -17.3% 7,320 $5.5M
Freestone Capital Holdings, LLC 0.16% Reduce -1.3% 7,302 $5.5M
Pallas Capital Advisors LLC 0.18% Reduce -18.7% 7,301 $5.5M
First Bancorp, Inc 2.93% Reduce -22.8% 7,298 $5.5M
Theory Financial LLC 1.83% Add +17.9% 7,144 $5.4M
Fingerlakes Wealth Management, Inc. 3.45% Reduce -4.5% 7,193 $5.4M
Mather Group, Llc. 0.06% Reduce -1.9% 7,191 $5.4M
Empower Advisory Group, LLC 0.01% Reduce -12.3% 7,167 $5.4M
Atlantic Union Bankshares Corp 0.10% Add +4.0% 7,165 $5.4M
Ignite Planners, LLC 0.82% Reduce -1.6% 7,190 $5.4M
Acorn Creek Capital LLC 1.93% Reduce -1.6% 7,109 $5.4M
Davis Investment Partners, LLC 1.86% Reduce -4.1% 7,020 $5.3M
Connecticut Wealth Management, LLC 0.23% Add +51.3% 7,000 $5.3M
Joule Financial, LLC 1.55% Reduce -4.1% 6,884 $5.2M
Commerce Bank 0.03% Reduce -17.6% 6,878 $5.2M
Mission Wealth Management, LP 0.11% Reduce -10.3% 6,876 $5.2M
Sun Group Wealth Partners 4.16% — 6,872 $5.2M
Dakota Wealth Management 0.09% Reduce -8.9% 6,871 $5.2M
Atlantic Family Wealth, LLC 3.87% Add +0.8% 6,804 $5.1M
Tandem Investment Partners LLC 4.32% Reduce -9.7% 6,798 $5.1M
Schnieders Capital Management, Llc. 0.80% Add +0.7% 6,763 $5.1M
JM2 Capital Inc. 4.05% — 6,684 $5.0M
Caprock Group, LLC 0.11% Add +7.7% 6,668 $5.0M
Farmers National Bank 1.12% Reduce -2.2% 6,661 $5.0M
Asset Management Group, Inc. 0.81% Add +1.3% 6,631 $5.0M
FRG Family Wealth Advisors LLC 0.77% Add +11.9% 6,600 $5.0M
Wedbush Securities Inc. 0.14% Add +3.9% 6,582 $5.0M
Evolution Wealth Advisors, LLC 0.50% Reduce -2.3% 6,567 $5.0M
Evolve Private Wealth, LLC 0.29% — 6,551 $4.9M
Principal Securities, Inc. 0.08% Reduce -0.2% 6,546 $4.9M
Focus Partners Advisor Solutions, LLC 0.06% Add +22.2% 6,541 $4.9M
CENTRAL TRUST Co 0.10% Reduce -5.9% 6,516 $4.9M
Index Fund Advisors, Inc. 0.23% Add +0.0% 6,498 $4.9M
Bellevue Asset Management, LLC 1.58% Add +0.5% 6,480 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.8% 6,477 $4.9M
Meitav Investment House Ltd. 0.06% No change 6,478 $4.9M
HighPoint Advisor Group LLC 0.11% New 6,466 $4.9M
Sunbelt Securities, Inc. 0.32% Reduce -5.0% 6,460 $4.9M
Avidian Wealth Enterprises, LLC 0.18% Reduce -0.0% 6,457 $4.9M
N.E.W. Advisory Services LLC 0.36% Reduce -1.4% 6,425 $4.8M
Trust Co. of Vermont 0.20% Add +2.2% 6,416 $4.8M
Clifford Group, LLC 3.73% Add +1.2% 6,404 $4.8M
Zhang Financial LLC 0.18% Add +1.2% 6,398 $4.8M
Smith Salley Wealth Management 0.24% Reduce -1.0% 6,364 $4.8M
Capital Advisors Inc. 0.08% Add +0.8% 6,354 $4.8M
Bessemer Group Inc. 0.01% Reduce -24.0% 6,325 $4.8M
Rehmann Capital Advisory Group 0.25% Reduce -6.3% 6,314 $4.8M
Stratos Wealth Advisors, LLC 0.23% Add +0.6% 6,312 $4.8M
Busey Bank 0.13% Add +77.3% 6,290 $4.7M
Cathy Pareto & Associates, Inc. 3.29% Reduce -3.8% 6,289 $4.7M
McAdam, LLC 0.21% Add +1.8% 6,208 $4.7M
Cardinal Point Capital Management ULC 0.30% Reduce -0.2% 6,185 $4.7M
Vanguard Group Inc. 0.00% Reduce -2.2% 6,179 $4.7M
MontVue Capital Management, Inc. 3.09% Reduce -4.5% 6,168 $4.6M
Arkadios Wealth Advisors 0.09% Reduce -7.4% 6,166 $4.6M
Childress Capital Advisors, LLC 0.74% No change 6,141 $4.6M
Associated Banc-Corp 0.12% Reduce -4.3% 6,133 $4.6M
Innovative Wealth Building LLC 3.34% Add +1.5% 6,087 $4.6M
Savant Capital, LLC 0.03% Add +1.9% 6,043 $4.6M
Old National Bancorp 0.08% Add +0.5% 6,040 $4.6M
Certuity, LLC 0.28% Add +16.5% 5,969 $4.5M
Patriot Investment Management Group, Inc. 0.28% No change 5,950 $4.5M
TD Waterhouse Canada Inc. 0.03% Reduce -9.3% 5,950 $4.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +15.5% 5,918 $4.5M
PCG Asset Management, LLC 3.55% Reduce -3.3% 5,901 $4.5M
High Net Worth Advisory Group LLC 1.02% Add +4.7% 5,891 $4.4M
Sharper & Granite LLC 1.56% Reduce -1.7% 5,882 $4.4M
Smith, Moore & Co. 0.34% Add +12.2% 5,882 $4.4M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -4.9% 5,875 $4.4M
Idaho Trust Co 1.44% Reduce -10.0% 5,775 $4.4M
Ciovacco Capital Management LLC 2.17% Reduce -1.4% 5,755 $4.3M
Wolff Financial Management LLC 0.97% Add +0.1% 5,703 $4.3M
Highline Wealth Partners LLC 1.21% Add +1.4% 5,691 $4.3M
Wealthspire Advisors, LLC 0.03% Reduce -4.8% 5,686 $4.3M
Centaurus Financial, Inc. 0.20% Add +32.5% 5,686 $4.3M
Simmons Bank 0.29% Reduce -1.6% 5,661 $4.3M
Live Oak Investment Partners 2.61% Add +0.2% 5,636 $4.2M
Soltis Investment Advisors LLC 0.28% Add +60.2% 5,626 $4.2M
PFG Investments, LLC 0.20% Add +80.6% 5,621 $4.2M
Odyssey Capital Advisors, Inc. 3.76% — 5,619 $4.2M
Trilogy Capital Inc. 0.19% Reduce -14.9% 5,586 $4.2M
Jacobi Capital Management LLC 0.24% Add +3.0% 5,553 $4.2M
Orser Capital Management, LLC 2.36% Add +2.8% 5,538 $4.2M
Aptus Capital Advisors, LLC 0.04% Add +2.6% 5,498 $4.1M
Thomasville National Bank 0.26% Reduce -1.5% 5,470 $4.1M
New England Private Wealth Advisors LLC 0.51% No change 5,452 $4.1M
Transcend Capital Advisors, LLC 0.32% Reduce -14.6% 5,413 $4.1M
Certior Financial Group, LLC 2.78% Add +2.5% 5,410 $4.1M
Parker Investment Management, LLC 0.57% Reduce -6.3% 5,359 $4.0M
Steel Grove Capital Advisors, LLC 0.42% Add +6.0% 5,344 $4.0M
North Star Asset Management Inc. 0.16% Add +39.9% 5,320 $4.0M
Jane Street Group, LLC 0.00% Add +10.5% 5,313 $4.0M
Vision Retirement, LLC 1.07% — 5,311 $4.0M
RBA Wealth Management, LLC 1.35% No change 5,283 $4.0M
Daymark Wealth Partners, LLC 0.13% Reduce -5.4% 5,281 $4.0M
Tranquilli Financial Advisor LLC 2.30% Reduce -3.7% 5,259 $4.0M
Stephens Inc. 0.05% Add +2.1% 5,254 $4.0M
CMG Global Holdings, LLC 1.75% Add +4.7% 5,477 $4.0M
Ballast, Inc. 0.91% Reduce -5.9% 5,181 $3.9M
Physician Wealth Advisors, Inc. 0.54% Add +3.6% 5,175 $3.9M
Elm Partners Management LLC 0.18% Add +9.5% 5,170 $3.9M
Rathbones Group PLC 0.02% Reduce -1.4% 5,146 $3.9M
Shira Ridge Wealth Management 1.55% Reduce -6.2% 5,112 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 5,111 $3.9M
Salomon & Ludwin, LLC 0.34% Reduce -4.0% 5,080 $3.8M
Insight Advisors, LLC/ PA 0.58% Reduce -1.2% 5,102 $3.8M
Quantum Capital Management, LLC / NJ 0.44% Add +96.4% 5,088 $3.8M
Go Invest LLC 1.26% — 5,073 $3.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.5% 5,072 $3.8M
StoneX Group Inc. 0.17% Add +17.9% 5,071 $3.8M
Insigneo Advisory Services, LLC 0.27% Reduce -17.1% 5,064 $3.8M
Cozad Asset Management Inc. 0.29% Reduce -1.4% 5,041 $3.8M
Concentrum Wealth Management 1.06% Add +8.1% 5,026 $3.8M
Latko Wealth Management, Ltd. 1.85% Add +4.1% 5,012 $3.8M
Lam Group, Inc. 2.16% No change 5,008 $3.8M
Compound Planning, Inc. 0.11% Reduce -16.6% 4,997 $3.8M
Houlihan Financial Resource Group, Ltd. 1.45% Add +81.0% 4,968 $3.7M
Waldron Private Wealth LLC 0.15% Reduce -16.2% 4,904 $3.7M
CWA Asset Management Group, LLC 0.13% Add +0.3% 4,901 $3.7M
Essex Financial Services, Inc. 0.21% Add +1.6% 4,878 $3.7M
Cfo Capital Management LLC 2.75% — 4,867 $3.7M
WMG Financial Advisors, LLC 1.51% Add +1.3% 4,862 $3.7M
Benjamin Edwards Inc. 0.04% Add +54.5% 4,819 $3.6M
Kovack Advisors, Inc. 0.17% Add +46.3% 4,818 $3.6M
St. Nicholas Private Asset Management, Inc. 3.25% Reduce -3.4% 4,810 $3.6M
Badgley Phelps Wealth Managers, LLC 0.07% Add +283.3% 4,783 $3.6M
First Horizon Corp. 0.16% Add +0.4% 4,777 $3.6M
Valeo Financial Advisors, LLC 0.08% Add +1.8% 4,742 $3.6M
Cary Street Partners Financial LLC 0.09% Add +5.9% 4,729 $3.6M
Integrity Alliance, Llc. 0.13% Add +44.0% 4,703 $3.5M
Mainsail Asset Management, LLC 1.52% Add +0.0% 4,695 $3.5M
Smith Asset Management Co., LLC 2.89% Add +12.0% 4,637 $3.5M
Rwa Wealth Partners, LLC 0.04% Add +6.1% 4,614 $3.5M
JNBA Financial Advisors 0.30% Reduce -0.1% 4,611 $3.5M
Ascent Group, LLC 0.12% Add +0.1% 4,611 $3.5M
Griffin Asset Management, Inc. 0.37% Add +19.0% 4,590 $3.5M
John A. Wolfe & Associates, Inc. 1.87% — 4,583 $3.5M
NBT Bank, N.A. 0.22% Add +2.2% 1,254 $3.5M
Evoke Wealth, LLC 0.07% Add +3.5% 4,550 $3.4M
Lodestar Private Asset Management LLC 0.34% Reduce -2.4% 4,544 $3.4M
Resolute Advisors LLC 1.10% Add +0.1% 4,492 $3.4M
Garde Capital, Inc. 0.20% Add +3.0% 4,485 $3.4M
Compass Ion Advisors, LLC 0.32% Reduce -0.5% 4,482 $3.4M
Institute for Wealth Management, LLC. 0.35% Add +0.1% 4,423 $3.3M
L. Roy Papp & Associates, LLP 0.36% No change 4,374 $3.3M
Cordoba Advisory Partners LLC 0.81% — 4,350 $3.3M
Hopwood Financial Services, Inc. 2.31% Reduce -1.6% 4,349 $3.3M
BLB&B Advisors, LLC 0.14% Add +10.8% 4,348 $3.3M
Elevation Point Wealth Partners, LLC 0.16% Add +11.4% 4,329 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +1.3% 4,318 $3.3M
Truepoint, Inc. 0.07% Add +0.3% 4,307 $3.2M
Symphony Financial Services, Inc. 1.66% Reduce -2.1% 4,306 $3.2M
Citizens Financial Group Inc. 0.04% Reduce -7.5% 4,305 $3.2M
Curated Wealth Partners LLC 0.35% No change 4,293 $3.2M
Mitchell Sinkler & Starr 1.46% Add +1.8% 4,288 $3.2M
Composition Wealth, LLC 0.05% Reduce -3.5% 4,287 $3.2M
Lanark Financial, Inc. 0.24% Add +1.9% 4,286 $3.2M
Ayalon Insurance Comp Ltd. 0.78% No change 4,246 $3.2M
Tradition Wealth Management, LLC 0.23% Add +2.6% 4,236 $3.2M
Strategic Investment Solutions, Inc. 0.76% Reduce -50.8% 4,209 $3.2M
Strategic Family Wealth Counselors, L.L.C. 0.71% Add +9.5% 4,281 $3.2M
National Wealth Management Group, LLC 1.09% Reduce -3.0% 4,159 $3.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.6% 4,141 $3.1M
Peregrine Asset Advisers, Inc. 0.88% Reduce -1.0% 4,140 $3.1M
Archford Capital Strategies, LLC 0.36% Reduce -7.3% 4,120 $3.1M
Center for Financial Planning, Inc. 0.32% Add +4.1% 4,069 $3.1M
Goldstone Financial Group, LLC 0.34% Add +16.0% 4,059 $3.1M
Stonebridge Financial Planning Group, LLC 1.10% Reduce -1.0% 4,035 $3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +13.7% 4,026 $3.0M
Liberty Wealth Management LLC 0.39% Reduce -3.6% 4,025 $3.0M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.5% 4,013 $3.0M
Betterment LLC 0.01% Add +22.0% 3,997 $3.0M
Global Wealth Management, LLC 1.62% Reduce -6.9% 3,983 $3.0M
Tradewinds, LLC. 0.71% Reduce -0.4% 3,957 $3.0M
Checchi Capital Advisers, LLC 0.20% Reduce -3.2% 3,939 $3.0M
Crestwood Advisors Group, LLC 0.05% Add +0.3% 3,898 $2.9M
PFG Advisors 0.14% Reduce -43.7% 3,898 $2.9M
Tsfg, LLC 0.44% Reduce -4.4% 3,887 $2.9M
Park Avenue Securities LLC 0.02% Reduce -23.3% 3,886 $2.9M
VVR Holdings LLC 1.51% — 3,866 $2.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 3,828 $2.9M
Fiduciary Alliance LLC 0.19% Add +6.7% 3,817 $2.9M
Bright Financial Advisors, Inc. 1.35% Add +7.8% 3,800 $2.9M
Renaissance Technologies 0.00% Add +123.5% 3,800 $2.9M
Absolute Capital Management, LLC 1.04% Reduce -6.2% 3,794 $2.9M
Guardian Capital, LLC 2.56% — 3,786 $2.9M
Whittier Trust Co. 0.03% Reduce -5.0% 3,687 $2.8M
SouthState Bank Corp 0.13% Add +0.6% 3,724 $2.8M
TruWealth Advisors, LLC 0.14% Reduce -1.1% 3,716 $2.8M
GC Wealth Management RIA, LLC 0.10% Add +4.0% 3,689 $2.8M
NWM Advisors, LLC 2.41% — 3,677 $2.8M
tru Independence LLC 0.70% Reduce -3.7% 3,660 $2.8M
Leelyn Smith, LLC 0.40% No change 3,655 $2.8M
Clearstead Advisors, LLC 0.03% Reduce -5.1% 3,621 $2.7M
Harbor Asset Planning, Inc. 2.32% Add +0.2% 3,602 $2.7M
Christensen, King & Associates Investment Services, Inc. 1.16% Add +0.1% 3,603 $2.7M
Cannell & Spears LLC 0.05% Add +33.3% 3,567 $2.7M
Lazard Asset Management LLC 0.00% Add +3.9% 3,566 $2.7M
RFG Advisory, LLC 0.05% Add +29.0% 3,551 $2.7M
W Advisors, LLC 1.33% Add +9.5% 3,519 $2.7M
Sovran Advisors, LLC 0.22% Reduce -7.4% 3,483 $2.6M
Bison Wealth, LLC 0.30% Reduce -22.9% 3,728 $2.6M
GPM Growth Investors, Inc. 1.02% Reduce -10.2% 3,479 $2.6M
LOM Asset Management Ltd 0.76% Reduce -4.2% 3,475 $2.6M
Tower View Wealth Management LLC 1.29% Reduce -0.2% 3,460 $2.6M
Snowwater Investment Partners, LLC 2.40% — 3,454 $2.6M
Wesbanco Bank Inc. 0.07% Add +21.4% 3,432 $2.6M
Brookwood Investment Group LLC 0.31% Reduce -15.9% 3,426 $2.6M
FourThought Financial Partners, LLC 0.22% No change 3,399 $2.6M
Hazlett, Burt & Watson, Inc. 0.82% No change 3,391 $2.6M
Bridgewater Advisors Inc. 0.17% Add +10.7% 3,414 $2.6M
Capital Management Associates, Inc 0.56% Add +57.4% 3,388 $2.6M
Sagespring Wealth Partners, LLC 0.05% Add +71.0% 3,388 $2.6M
Synergy Financial Group, LTD 1.78% Add +3.2% 3,366 $2.5M
Darrow Company, Inc. 1.14% No change 3,363 $2.5M
Heritage Investment Group, Inc. 0.39% No change 3,360 $2.5M
Clifford Swan Investment Counsel LLC 0.08% No change 3,328 $2.5M
LPWM LLC 0.63% Add +0.7% 3,324 $2.5M
Birchcreek Wealth Management, LLC 1.23% Reduce -31.7% 3,310 $2.5M
Franklin Resources Inc. 0.00% Reduce -0.4% 3,297 $2.5M
Bragg Financial Advisors, Inc 0.08% Reduce -3.2% 3,284 $2.5M
Deutsche Bank AG 0.00% No change 3,275 $2.5M
Traynor Capital Management, Inc. 0.14% Add +3.0% 3,264 $2.5M
Premier Path Wealth Partners, LLC 0.32% Reduce -33.2% 3,262 $2.5M
One Capital Management, LLC 0.07% Reduce -0.1% 3,245 $2.4M
Cardiff Park Advisors, LLC 0.20% Add +0.1% 3,235 $2.4M
MBL Wealth, LLC 0.20% Reduce -0.2% 3,230 $2.4M
Vise Technologies, Inc. 0.05% Add +68.8% 3,226 $2.4M
Douglass Winthrop Advisors, LLC 0.04% Reduce -7.3% 3,195 $2.4M
Evercore Wealth Management, LLC 0.04% No change 3,175 $2.4M
Wealth Management Associates, Inc. 0.83% Reduce -1.8% 3,167 $2.4M
Great Valley Advisor Group, Inc. 0.05% Add +22.6% 3,142 $2.4M
Rockwood Wealth Management, LLC 0.18% Add +53.5% 3,139 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +8.3% 3,112 $2.4M
Meridian Wealth Management, LLC 0.08% Add +0.8% 3,131 $2.4M
Cora Capital Advisors LLC 0.92% No change 3,130 $2.4M
Atticus Wealth Management, LLC 0.58% Reduce -6.6% 3,112 $2.3M
Davis R M Inc. 0.04% Reduce -1.5% 3,105 $2.3M
SOA Wealth Advisors, LLC. 0.39% Add +0.0% 3,103 $2.3M
American Trust 0.20% Add +14.0% 3,102 $2.3M
HF Advisory Group, LLC 0.81% Reduce -2.5% 3,091 $2.3M
City State Bank 0.64% Add +1.9% 3,087 $2.3M
Evanson Asset Management, LLC 0.13% Add +3.9% 3,082 $2.3M
Bryn Mawr Trust Advisors, LLC 0.11% Add +2.9% 3,082 $2.3M
OneDigital Investment Advisors LLC 0.02% Reduce -20.5% 3,076 $2.3M
Baker Avenue Asset Management, LP 0.05% Add +25.4% 3,075 $2.3M
Black Diamond Financial, LLC 0.24% Add +55.8% 3,074 $2.3M
Silver Oak Securities, Incorporated 0.16% Add +4.1% 3,036 $2.3M
Midwest Trust Co 0.03% Reduce -7.5% 3,062 $2.3M
Tritonpoint Wealth, LLC 0.23% Reduce -2.6% 3,056 $2.3M
Blackston Financial Advisory Group, LLC 1.40% Reduce -2.7% 3,044 $2.3M
Marex Group Ltd 0.02% Add +2.7% 3,042 $2.3M
Panoramic Investment Advisors, LLC 1.24% Add +0.2% 3,032 $2.3M
Hanover Advisors Inc. 0.88% Reduce -1.9% 3,014 $2.3M
Bayshore Capital Advisors, LLC 1.11% — 2,958 $2.2M
Schrum Private Wealth Management LLC 1.65% Reduce -3.2% 2,952 $2.2M
CWS Financial Advisors, LLC 0.60% Add +0.1% 2,946 $2.2M
Meridian Investment Counsel Inc. 0.53% Add +0.3% 2,943 $2.2M
Indiana Trust & Investment Management Co 0.65% No change 2,928 $2.2M
Nwam LLC 0.12% Reduce -10.4% 2,892 $2.2M
Pathway Financial Advisors LLC 0.27% No change 2,852 $2.2M
LBMC Investment Advisors, LLC 0.13% Add +0.0% 2,865 $2.2M
Systelligence, LLC 0.41% Add +29.6% 2,858 $2.2M
KDK Private Wealth Management, LLC 1.87% Reduce -4.0% 2,847 $2.1M
Citizens National Bank Trust Department 0.37% Reduce -1.1% 2,833 $2.1M
Forefront Wealth Management Inc. 1.53% Add +4.0% 2,833 $2.1M
Finward Bancorp 1.64% Reduce -2.6% 2,808 $2.1M
One Day In July LLC 0.17% Reduce -0.3% 2,805 $2.1M
Regions Financial Corp. 0.01% Add +17.7% 2,801 $2.1M
CRA Financial Services, LLC 0.28% Add +2.1% 2,797 $2.1M
Cornerstone Wealth Management, LLC 0.11% Reduce -8.4% 2,787 $2.1M
Next Capital Management LLC 0.67% Add +0.7% 2,773 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -1.3% 2,771 $2.1M
Rolek Wealth Management LLC 1.43% Reduce -0.8% 2,767 $2.1M
Retireful, LLC 2.61% Reduce -6.9% 2,739 $2.1M
Unique Wealth, LLC 0.29% Add +29.9% 2,748 $2.1M
Entrewealth, LLC 0.93% Add +4.6% 2,798 $2.1M
Valmark Advisers, Inc. 0.03% Reduce -0.1% 2,744 $2.1M
Quantum Financial Advisors, LLC 0.23% No change 2,743 $2.1M
Capital Investment Advisors, LLC 0.03% Reduce -9.6% 2,742 $2.1M
Retirement Guys Formula LLC 0.94% Reduce -8.6% 2,741 $2.1M
Affinity Capital Advisors, LLC 0.28% Add +3.1% 2,731 $2.1M
Highland Financial Advisors, LLC 0.57% Reduce -0.5% 2,721 $2.1M
Peachtree Investment Partners, LLC 0.68% Reduce -2.4% 2,718 $2.0M
TTP Investments, Inc. 0.67% No change 2,716 $2.0M
Affiance Financial, LLC 0.33% No change 2,709 $2.0M
CDKV Holdings LLC 1.71% — 2,709 $2.0M
Baron Capital (BAMCO) 0.01% New 2,682 $2.0M
First National Trust Co 0.07% Reduce -0.6% 2,677 $2.0M
Community Bank, N.A. 0.24% No change 2,675 $2.0M
Union Savings Bank 0.87% — 2,674 $2.0M
Round Rock Advisors LLC 0.30% Reduce -0.2% 2,673 $2.0M
Win Advisors, Inc. 0.86% New 2,672 $2.0M
Austin Wealth Management, LLC 0.30% Reduce -0.3% 2,668 $2.0M
National Philanthropic Trust 0.02% Add +5.5% 2,670 $2.0M
AlTi Global, Inc. 0.04% Reduce -3.3% 2,668 $2.0M
WealthTrust Asset Management, LLC 1.40% Reduce -76.4% 2,652 $2.0M
Brooklyn Investment Group 0.09% Add +18.0% 2,618 $2.0M
Tidal Investments LLC 0.01% Reduce -90.0% 2,646 $2.0M
Krilogy Financial LLC 0.07% Reduce -23.4% 2,621 $2.0M
SteelPeak Wealth, LLC 0.07% Reduce -41.5% 2,636 $2.0M
Diversify Advisory Services, LLC 0.06% Add +24.2% 2,618 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -20.9% 2,632 $2.0M
Moseley Investment Management Inc. 0.61% Reduce -0.7% 2,619 $2.0M
Flagship Harbor Advisors, LLC 0.09% Reduce -16.1% 2,605 $2.0M
Venture Visionary Partners LLC 0.06% Reduce -3.7% 2,598 $2.0M
Sovereign Financial Group, Inc. 0.35% Add +7.3% 2,588 $2.0M
Money Concepts Capital Corp. 0.11% Add +5.8% 2,579 $1.9M
Blue Trust, Inc. 0.02% Reduce -2.5% 2,571 $1.9M
Pacific Sun Financial Corp 0.92% No change 2,539 $1.9M
North Star Investment Management Corp. 0.12% Reduce -0.6% 2,530 $1.9M
Larson Financial Group LLC 0.06% Add +3.0% 2,527 $1.9M
Gryphon Financial Partners LLC 0.20% No change 2,527 $1.9M
Signal Advisors Wealth, LLC 0.15% Add +8.3% 2,524 $1.9M
Ritholtz Wealth Management 0.03% Reduce -15.4% 2,511 $1.9M
Signature Equity Partners, LLC 1.04% — 2,503 $1.9M
Bay Harbor Wealth Management, LLC 0.49% No change 2,495 $1.9M
Hershey Financial Advisers, LLC 1.58% Reduce -4.4% 2,478 $1.9M
Zullo Investment Group, Inc. 0.68% No change 2,468 $1.9M
Autumn Glory Partners, LLC 0.65% Reduce -4.1% 2,462 $1.9M
Berkeley Capital Partners, LLC 0.44% Reduce -0.5% 2,455 $1.9M
FineMark National Bank & Trust 0.06% Reduce -0.2% 2,449 $1.8M
Arax Advisory Partners 0.05% New 2,424 $1.8M
Two Sigma Securities, LLC 0.25% New 2,424 $1.8M
Cahill Financial Advisors Inc. 0.20% Reduce -1.6% 2,424 $1.8M
Carnegie Investment Counsel 0.03% Add +2.9% 2,411 $1.8M
Apella Capital, LLC 0.04% Add +67.9% 2,409 $1.8M
Guardian Wealth Advisors, LLC / NC 0.11% Add +2.6% 2,395 $1.8M
Security National Bank of So Dak 0.89% New 2,387 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +1.7% 2,378 $1.8M
McNaughton Wealth Management, LLC 0.73% Add +0.8% 2,368 $1.8M
WJ Financial Advisors LLC 1.58% No change 2,357 $1.8M
Calamos Wealth Management LLC 0.06% Add +222.6% 2,355 $1.8M
Arwa LLC 1.04% — 2,355 $1.8M
GPS Wealth Strategies Group, LLC 1.51% Reduce -95.2% 2,353 $1.8M
Regent Peak Wealth Advisors LLC 0.35% Reduce -2.3% 2,345 $1.8M
Beacon Financial Advisory LLC 0.41% Add +0.3% 2,344 $1.8M
RiverFront Investment Group, LLC 0.03% No change 2,336 $1.8M
Embree Financial Group 0.22% No change 2,329 $1.8M
Woodward Diversified Capital, LLC 0.80% Reduce -1.1% 2,319 $1.7M
Elevatus Welath Management 0.47% No change 2,300 $1.7M
Ethos Capital Management, Inc. 1.63% — 2,296 $1.7M
Dynamic Advisor Solutions LLC 0.06% Reduce -11.4% 2,291 $1.7M
Gross & Hartman Investments LLC 0.98% — 2,290 $1.7M
Trust Point Inc. 0.14% No change 2,279 $1.7M
JB Capital LLC 0.07% Add +10.9% 2,267 $1.7M
Keystone Financial Group 0.13% Reduce -19.0% 2,266 $1.7M
Pines Wealth Management, LLC 0.55% No change 2,266 $1.7M
Capital Square, LLC 0.87% Add +1.2% 2,262 $1.7M
Avantax Planning Partners, Inc. 0.05% Reduce -35.7% 2,258 $1.7M
Ascent Wealth Partners, LLC 0.19% No change 2,240 $1.7M
American Institute for Advanced Investment Management, LLP 1.08% Add +0.0% 2,227 $1.7M
Flagship Wealth Advisors, LLC 0.48% Add +37.6% 2,212 $1.7M
Cadent Capital Advisors, LLC 0.44% Add +0.2% 2,200 $1.7M
Pure Financial Advisors, LLC 0.02% Add +1.8% 2,198 $1.7M
Secure Asset Management, LLC 0.26% Add +4.1% 2,196 $1.7M
First Trust Advisors LP 0.00% Add +139.4% 2,195 $1.7M
Signaturefd, LLC 0.03% Add +6.0% 2,193 $1.7M
Towerpoint Wealth, LLC 0.65% Reduce -0.6% 2,186 $1.6M
Outlook Wealth Advisors, LLC 0.37% Add +6.4% 2,166 $1.6M
Choate Investment Advisors 0.03% Add +3.7% 2,155 $1.6M
HBW Advisory Services LLC 0.18% Add +2.9% 2,143 $1.6M
Kellett Wealth Advisors, LLC 0.92% Add +7.3% 2,137 $1.6M
Laurel Wealth Advisors LLC 0.21% Reduce -0.5% 2,127 $1.6M
Regal Investment Advisors LLC 0.10% Add +6.4% 2,124 $1.6M
Orleans Capital Management Corp. 0.99% Reduce -15.8% 2,123 $1.6M
Independent Advisor Alliance 0.04% Add +5.8% 2,121 $1.6M
Cascades Capital Asset Management, LLC 0.68% Add +32.1% 2,117 $1.6M
Long Island Wealth Management, Inc. 0.75% Reduce -1.6% 2,110 $1.6M
McGuire Investment Group, LLC 0.17% Reduce -24.1% 2,109 $1.6M
Falcon Wealth Planning 0.13% Add +2.6% 2,107 $1.6M
Teucrium Investment Advisors, LLC 1.74% — 2,107 $1.6M
Private Wealth Advisors, LLC 0.57% Reduce -0.3% 2,100 $1.6M
Plancorp, LLC 0.05% Add +0.7% 2,099 $1.6M
Advisory Advocates, LLC 1.56% — 2,079 $1.6M
Jacobs Equity LLC 1.51% — 2,075 $1.6M
OneAscent Financial Services LLC 0.14% Add +47.9% 2,073 $1.6M
Safe Harbor Family Capital, LLC 1.37% — 2,065 $1.6M
Redwood Financial Network Corp 0.99% Reduce -9.8% 2,065 $1.6M
Running Point Capital Advisors, LLC 0.42% Add +0.7% 2,062 $1.6M
Laird Norton Wetherby Trust Company, LLC 0.03% New 2,062 $1.6M
Inspire Advisors, LLC 0.14% Reduce -5.2% 2,059 $1.6M
Mill Creek Capital Advisors, LLC 0.03% Add +46.2% 2,054 $1.5M
Gill Capital Partners, LLC 0.47% No change 2,050 $1.5M
Compass Financial Group, Inc. (Ohio) 1.13% — 2,049 $1.5M
Debussy Capital Management LP 0.21% Add +46.9% 2,049 $1.5M
Riverbend Wealth Management, LLC 0.97% Reduce -0.9% 2,043 $1.5M
Mainstream Capital Management LLC 1.00% Reduce -7.1% 2,028 $1.5M
Cassaday & Co Wealth Management LLC 0.03% Reduce -7.9% 2,028 $1.5M
JTC Employer Solutions Trustee Ltd 0.10% No change 2,028 $1.5M
Berger Financial Group, Inc 0.09% Reduce -2.8% 2,020 $1.5M
Retirement Planning Co of New England, Inc. 0.61% Reduce -2.0% 2,008 $1.5M
Telos Capital Management, Inc. 0.14% Add +24.0% 2,002 $1.5M
Riversedge Advisors, LLC 0.25% Reduce -1.4% 2,001 $1.5M
Quintet Private Bank (Europe) S.A. 0.09% No change 2,000 $1.5M
Financial Consulate, Inc. 0.21% No change 1,999 $1.5M
APS Management Group, Inc. 1.28% Reduce -4.8% 1,981 $1.5M
Castle Wealth Management LLC 0.49% Reduce -1.6% 1,982 $1.5M
Advisory Alpha, LLC 0.04% Reduce -18.4% 1,977 $1.5M
WealthCare Investment Partners, LLC 0.43% Reduce -5.2% 1,974 $1.5M
Maripau Wealth Management LLC 0.69% Reduce -0.3% 1,990 $1.5M
Christine Messmer PC 0.97% — 1,972 $1.5M
Simplicity Wealth,LLC 0.09% Reduce -40.0% 1,972 $1.5M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -1.8% 1,969 $1.5M
Warwick Investment Management, Inc. 0.23% Add +7.1% 1,968 $1.5M
Moment Partners, LLC 0.30% Add +14.9% 1,957 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -28.9% 1,955 $1.5M
Unique Wealth Strategies, LLC 0.58% Reduce -4.3% 1,945 $1.5M
Key Financial Inc 0.27% Reduce -4.5% 1,939 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.31% Add +0.1% 1,935 $1.5M
Doliver Advisors, LP 0.36% Add +32.4% 1,927 $1.5M
Allied Investment Advisors, LLC 0.22% No change 1,924 $1.5M
Advocate Investing Services LLC 1.30% — 1,924 $1.5M
Madison Wealth Partners, Inc 0.26% Add +1.5% 1,913 $1.4M
Obsidian Cio, LLC 2.13% Add +334.7% 21,554 $1.4M
Aventus Investment Advisors, Inc. 1.17% Reduce -3.0% 1,907 $1.4M
ATX Financial Planning, LLC 1.10% — 1,890 $1.4M
Bluedoor Private Wealth, LLC 0.66% — 1,886 $1.4M
Visionary Wealth Advisors 0.06% Reduce -2.2% 1,878 $1.4M
HCR Wealth Advisors 0.14% Add +0.6% 1,873 $1.4M
PDS Planning, Inc 0.09% Add +1.5% 1,872 $1.4M
Sowell Financial Services LLC 0.05% Add +13.6% 1,869 $1.4M
Capital Squared Financial LLC 1.10% Reduce -0.6% 1,868 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -1.8% 1,864 $1.4M
Sunrise Financial Services, LLC 1.06% — 1,860 $1.4M
Advyzon Investment Management, LLC 0.16% Reduce -1.1% 1,852 $1.4M
Americana Partners, LLC 0.04% Reduce -0.5% 1,849 $1.4M
Nicolet Bankshares Inc. 0.22% Add +178.5% 1,849 $1.4M
Relyea Zuckerberg Hanson LLC 0.14% Reduce -2.4% 1,843 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.25% No change 1,839 $1.4M
Blue Fin Capital, Inc. 0.21% Add +6.6% 1,833 $1.4M
Greenleaf Trust 0.01% No change 1,831 $1.4M
Birch Hill Investment Advisors LLC 0.06% Add +9.7% 1,830 $1.4M
Conservest Capital Advisors, Inc. 0.12% Add +6.1% 1,828 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -11.7% 1,821 $1.4M
BOS Asset Management, LLC 0.37% No change 1,819 $1.4M
Empowered Funds, LLC 0.02% Add +70.6% 1,819 $1.4M
Rinkey Investments 0.35% Reduce -7.4% 1,816 $1.4M
Family Office Research LLC 0.56% Reduce -6.5% 1,794 $1.4M
BOK Financial Private Wealth, Inc. 0.08% Add +73.8% 1,806 $1.4M
Valley Wealth Managers, Inc. 0.09% Reduce -7.5% 1,805 $1.4M
Rockland Trust Co. 0.05% Reduce -1.3% 1,804 $1.4M
Nautilus Advisors LLC 0.89% No change 1,800 $1.4M
TAGStone Capital, Inc. 0.50% Add +1.0% 1,792 $1.4M
Wealth Watch Advisors, INC 0.50% Reduce -2.0% 1,783 $1.3M
SmartHarvest Portfolios, LLC 0.47% — 1,780 $1.3M
RM Financial Services, LLC 1.19% — 1,776 $1.3M
Clarius Group, LLC 0.08% Reduce -42.1% 1,775 $1.3M
Main Street Group, LTD 0.46% Add +3.6% 1,770 $1.3M
Csenge Advisory Group 0.06% Reduce -50.9% 1,768 $1.3M
Level Wealth Management LLC 0.68% Reduce -1.9% 1,766 $1.3M
Aviso Wealth Management 0.56% Add +4.0% 1,763 $1.3M
Chesapeake Wealth Management 0.39% Add +11.4% 1,757 $1.3M
Miramontes Capital, LLC 0.45% — 1,743 $1.3M
Sigma Investment Counselors Inc. 0.07% Add +12.8% 1,738 $1.3M
Rothschild Investment LLC 0.07% Add +60.4% 1,737 $1.3M
Beacon Investment Advisory Services, Inc. 0.05% Add +9.5% 1,721 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -0.1% 1,716 $1.3M
Fortis Capital Advisors, LLC 0.19% Add +0.9% 1,714 $1.3M
Bogart Wealth, LLC 0.05% Add +2.3% 1,714 $1.3M
Gateway Wealth Partners, LLC 0.14% Reduce -4.3% 1,713 $1.3M
Oxford Financial Group, LTD. LLC 0.07% Reduce -7.0% 1,713 $1.3M
Capstone Wealth Management Group, LLC 0.54% No change 1,706 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -15.7% 1,698 $1.3M
Garrison Point Advisors, LLC 0.56% Add +14.5% 1,682 $1.3M
Northwest Wealth Advisors, LLC 0.99% — 1,680 $1.3M
Hillcrest Wealth Advisors - NY, LLC 0.54% Add +28.9% 1,675 $1.3M
Gallacher Capital Management LLC 0.49% No change 1,669 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.41% Add +0.1% 1,665 $1.3M
Ballentine Partners, LLC 0.02% Add +10.2% 1,662 $1.3M
Cookson Peirce & Co. Inc. 0.05% Reduce -1.9% 1,655 $1.2M
17 Capital Partners, LLC 0.65% Reduce -0.4% 1,654 $1.2M
Atomic Invest LLC 0.70% — 1,633 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +9.0% 1,643 $1.2M
IPG Investment Advisors LLC 0.22% Add +10.8% 1,638 $1.2M
Confluence Wealth Services, Inc. 0.05% Reduce -6.9% 1,636 $1.2M
Strategies Wealth Advisors, LLC 0.12% Reduce -2.3% 1,634 $1.2M
Heritage Trust Co 0.12% No change 1,627 $1.2M
Arkos Global Advisors 0.16% No change 1,621 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -2.1% 1,618 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +28.9% 1,617 $1.2M
Market Street Wealth Management Advisors LLC 0.19% Add +0.1% 1,606 $1.2M
AA Financial Advisors, LLC 0.22% Add +0.1% 1,601 $1.2M
Colter Lewis Investment Partners LLC 1.40% — 1,601 $1.2M
Simplex Trading, LLC 0.03% New 1,596 $1.2M
Sequent Planning LLC 0.31% Add +7.2% 1,591 $1.2M
Dunhill Financial, LLC 0.38% Add +17.1% 1,590 $1.2M
MOR Wealth Management, LLC 0.55% — 1,587 $1.2M
Bensler, LLC 0.12% Reduce -0.6% 1,578 $1.2M
Security National Bank of Sioux City Iowa 0.76% New 1,575 $1.2M
Redhawk Wealth Advisors, Inc. 0.13% Reduce -0.7% 1,574 $1.2M
First American Trust, FSB 0.08% Add +76.3% 1,569 $1.2M
Goelzer Investment Management, Inc. 0.05% Reduce -2.1% 1,568 $1.2M
New Wave Wealth Advisors LLC 0.43% Reduce -74.5% 1,562 $1.2M
Sherry Group, Inc. 1.23% — 1,542 $1.2M
Ledyard National Bank 0.10% Reduce -0.2% 1,556 $1.2M
Red Lighthouse Investment Management, LLC 0.42% No change 1,553 $1.2M
Battery Global Advisors, LLC 0.54% Add +1547.7% 6,113 $1.2M
Angeles Wealth Management, LLC 0.06% Add +392.7% 1,547 $1.2M
Kropog Financial Group, LLC 0.90% Reduce -1.4% 1,544 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -6.0% 1,541 $1.2M
Accurate Wealth Management, LLC 0.15% Add +5.0% 1,523 $1.2M
Cypress Wealth Services, LLC 0.16% New 1,539 $1.2M
VSM Wealth Advisory, LLC 0.35% Add +4.1% 1,528 $1.2M
HUB Investment Partners, LLC 0.03% No change 1,526 $1.2M
Daybright Advisory Services, Inc. 0.31% — 1,518 $1.1M
Plante Moran Financial Advisors, LLC 0.07% Reduce -7.6% 1,514 $1.1M
Zacks Investment Management 0.01% Add +46.6% 1,513 $1.1M
SYM FINANCIAL Corp 0.12% Reduce -16.9% 1,510 $1.1M
Coastal Bridge Advisors, LLC 0.08% Add +3.2% 1,502 $1.1M
Altus Wealth Management, LLC 0.49% No change 1,498 $1.1M
KFG Wealth Management, LLC 0.15% Reduce -13.6% 1,497 $1.1M
Appleton Partners Inc. 0.07% Reduce -28.6% 1,495 $1.1M
Manning & Napier Advisors LLC 0.01% Add +87.7% 1,481 $1.1M
McKinley Carter Wealth Services, Inc. 0.06% Reduce -2.8% 1,493 $1.1M
Latitude Advisors, LLC 0.49% Reduce -1.1% 1,492 $1.1M
Qube Research & Technologies Ltd 0.00% Add +54.4% 1,484 $1.1M
Fairview Capital Investment Management, LLC 0.06% Reduce -0.7% 1,467 $1.1M
North Forty Two & Co. 1.04% No change 1,466 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -28.8% 1,460 $1.1M
Selective Wealth Management, Inc. 0.34% Add +4.7% 1,441 $1.1M
Brown, Lisle/Cummings, Inc. 0.27% Add +1.4% 1,445 $1.1M
Bedel Financial Consulting, Inc. 0.12% Add +48.3% 1,444 $1.1M
May Hill Capital, LLC 0.29% Add +99.6% 1,437 $1.1M
Hoxton Planning & Management, LLC 0.32% Reduce -7.9% 1,432 $1.1M
Total Investment Management Inc. 0.14% Add +69.1% 1,432 $1.1M
AlphaStar Capital Management, LLC 0.08% Add +0.5% 1,431 $1.1M
Merkkuri Wealth Advisors LLC 0.73% Add +1.4% 1,429 $1.1M
Grove Street Fiduciary, LLC 0.45% No change 1,428 $1.1M
RAM Investment Partners, LLC 0.19% No change 1,422 $1.1M
Segment Wealth Management, LLC 0.06% New 1,419 $1.1M
Nova Wealth Management, Inc. 0.73% Reduce -0.8% 1,416 $1.1M
Cutler Investment Counsel LLC 0.11% Add +3.0% 1,415 $1.1M
Comprehensive Financial Planning, Inc. 0.71% Add +0.1% 1,414 $1.1M
Wellspring Financial Advisors, LLC 0.08% Reduce -7.1% 1,412 $1.1M
GenTrust, LLC 0.05% No change 1,411 $1.1M
Sageworth Trust Co 0.05% Reduce -1.5% 1,410 $1.1M
Fulton Bank, N.A. 0.04% Add +354.8% 1,410 $1.1M
FSM Wealth Advisors, LLC 0.15% Add +2.6% 1,407 $1.1M
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $1.0M
Nilsine Partners, LLC 0.09% Add +17.5% 1,390 $1.0M
Charter Oak Capital Management, LLC 0.08% Reduce -20.3% 1,387 $1.0M
Topsail Wealth Management, LLC 0.15% Add +1.4% 1,386 $1.0M
Salem Investment Counselors Inc. 0.03% Reduce -0.7% 1,377 $1.0M
Wilson & Boucher Capital Management, LLC 0.68% Reduce -3.5% 1,375 $1.0M
Shepherd Financial Partners LLC 0.10% Add +0.1% 1,372 $1.0M
Parsons Capital Management Inc. 0.06% Add +16.0% 1,369 $1.0M
McClarren Financial Advisors, Inc. 0.61% Add +62.7% 6,468 $1.0M
2UniFi Bank 0.49% No change 1,360 $1.0M
Maia Wealth LLC 0.17% Reduce -2.4% 1,403 $1.0M
Legacy Advisors, LLC 0.11% Add +12.7% 1,357 $1.0M
Legacy Edge Advisors, LLC 0.11% Add +0.9% 1,356 $1.0M
Geneos Wealth Management Inc. 0.03% Add +22.0% 1,353 $1.0M
NorthLanding Financial Partners, LLC 0.82% Reduce -0.9% 1,353 $1.0M
Tempo Wealth, LLC 0.18% — 1,352 $1.0M
Westmount Partners, LLC 0.25% Add +58.8% 1,350 $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
Modern Wealth Management, LLC 0.02% Add +19.7% 1,339 $1.0M
Harbor Investment Advisory, LLC 0.08% Add +45.8% 1,334 $1.0M
Indivisible Partners 0.11% — 1,333 $1.0M
Nations Financial Group Inc, /Ia/ 0.05% Add +23.6% 1,328 $1.0M
Avior Wealth Management, LLC 0.03% Add +1.4% 1,328 $1.0M
Leo Wealth, LLC 0.07% New 1,323 $997K
Mfa Wealth Advisors, LLC 0.21% No change 1,322 $996K
Waters Parkerson & Co., LLC 0.05% Reduce -3.7% 1,316 $992K
Southern Capital Advisors, LLC 0.46% Add +0.1% 1,314 $990K
Biltmore Family Office, LLC 0.14% Add +63.4% 1,307 $985K
Alliancebernstein L.P. 0.00% New 1,305 $984K
Chokshi & Queen Wealth Advisors, Inc 0.51% No change 1,303 $982K
Alpha Cubed Investments, LLC 0.03% Reduce -2.9% 1,301 $981K
Oak Barrel Wealth Advisory LLC 0.59% — 1,301 $981K
Red Door Wealth Management, LLC 0.10% Reduce -22.7% 1,299 $979K
State Street Corp. 0.00% Add +6.8% 1,299 $979K
Capital Investment Advisory Services, LLC 0.07% Reduce -0.3% 1,288 $970K
Narus Financial Partners, LLC 0.27% Add +5.9% 1,287 $970K
Greenhouse Wealth Management, LLC 0.57% No change 1,286 $970K
Southland Equity Partners LLC 0.19% Add +4.4% 1,285 $969K
Passive Capital Management, LLC. 0.30% Add +6.6% 1,281 $966K
Bell Bank 0.04% No change 1,281 $966K
Tidemark, LLC 0.27% Reduce -7.1% 1,277 $963K
Sunflower Bank, N.A. 0.24% Add +136.4% 1,274 $960K
Cambria Investment Management, L.P. 0.06% Add +19.1% 1,270 $957K
Convergence Financial, LLC 0.14% No change 1,267 $955K
Performance Wealth Partners, LLC 0.03% Add +1.9% 1,267 $955K
Xcelsior Advisor Partners LLC 0.46% — 1,263 $952K
Forum Financial Management, LP 0.01% Add +44.9% 1,258 $948K
M.E. Allison & Co., Inc. 0.64% No change 1,253 $945K
Holderness Investments Co. 0.19% Add +0.7% 1,250 $942K
Alteri Wealth LLC 0.31% Reduce -1.0% 1,249 $942K
Private Wealth Partners, LLC 0.07% Reduce -28.9% 1,245 $938K
Clark Capital Management Group, Inc. 0.01% Reduce -87.6% 1,240 $935K
Albion Financial Group 0.06% No change 1,239 $934K
Noesis Capital Mangement Corp. 0.14% Add +0.5% 1,238 $933K
Midwestern Financial, LLC 0.77% Reduce -0.3% 1,230 $927K
Patrick M Sweeney & Associates, Inc. 0.58% Add +2.7% 1,229 $926K
Peak Retirement Planning, Inc. 0.22% Reduce -3.1% 1,228 $926K
High Point Wealth Management, LLC 0.88% — 1,217 $917K
Bonfire Financial 0.68% Reduce -7.9% 1,216 $916K
Woodmont Investment Counsel LLC 0.06% New 1,215 $916K
R. W. Roge & Company, Inc. 0.45% Add +61.1% 1,215 $915K
Lake Street Private Wealth, LLC 0.11% Reduce -1.9% 1,213 $914K
Financial Insights, Inc. 0.31% Add +3.3% 1,211 $913K
Accretive Wealth Partners, LLC 0.27% No change 1,211 $913K
Fonville Wealth Management LLC 0.19% Reduce -0.6% 1,205 $909K
Calder Financial LLC 0.89% — 1,202 $906K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -49.6% 1,193 $899K
HRC Wealth Management, LLC 0.43% Add +0.1% 1,181 $890K
Empirical Asset Management, LLC 0.25% Reduce -0.1% 24,665 $889K
United Advisor Group, LLC 0.11% Add +0.9% 1,178 $888K
Eagle Strategies LLC 0.11% Add +0.1% 1,178 $888K
Wingate Wealth Advisors, Inc. 0.49% No change 1,176 $887K
Scissortail Wealth Management, LLC 0.20% Add +5.7% 1,176 $886K
Chapin Davis, Inc. 0.21% No change 1,173 $885K
Argent Trust Co 0.03% Add +1.6% 1,164 $877K
Collaborative Wealth Managment Inc. 0.31% Add +23.1% 1,163 $877K
Diversified Trust Co. 0.02% No change 1,161 $875K
Financial Guidance Group, Inc. 0.36% Reduce -6.8% 1,156 $871K
Trivant Custom Portfolio Group, LLC 0.50% New 1,154 $870K
Runnymede Capital Advisors, Inc. 0.50% New 1,154 $870K
Diversified Portfolios, Inc. 0.07% Reduce -0.7% 1,154 $870K
Rare Wolf Capital LLC 0.54% — 1,151 $868K
Welch Group, LLC 0.03% Add +34.4% 1,145 $863K
Triad Wealth Partners, LLC 0.08% Add +60.9% 1,144 $862K
McCollum Christoferson Group LLC 0.25% No change 1,142 $861K
Sonata Capital Group Inc. 0.31% No change 1,140 $859K
Physicians Financial Services, Inc. 0.23% No change 1,135 $855K
Luts & Greenleigh Group, Inc. 0.72% No change 1,130 $852K
Thoroughbred Financial Services, LLC 0.05% Add +31.1% 1,130 $851K
Union Bancaire Privee, UBP SA 0.01% No change 1,114 $848K
QRG Capital Management, Inc. 0.01% Add +36.7% 1,122 $846K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +19.9% 1,121 $845K
Aegis Wealth Management, Inc. 0.66% — 1,118 $843K
First Growth Capital LLC 0.75% — 1,123 $841K
Fischer Investment Strategies, LLC 0.49% Add +7.0% 1,113 $839K
Everhart Financial Group, Inc. 0.08% Add +6.2% 1,112 $838K
Donalies Financial Planning, LLC 0.71% — 1,112 $838K
Silvercrest Asset Management Group LLC 0.01% Add +4.6% 1,109 $836K
MPS Loria Financial Planners, LLC 0.21% Add +0.1% 1,108 $835K
Onyx Bridge Wealth Group LLC 0.09% Add +5.1% 1,107 $834K
Bayban 0.74% — 1,105 $833K
Becker Capital Management Inc. 0.02% No change 1,104 $832K
Concord Wealth Partners 0.11% Add +1.2% 1,102 $831K
KMG Fiduciary Partners, LLC 0.06% Reduce -12.6% 1,101 $830K
Mission Creek Capital Partners, Inc. 0.17% Reduce -1.8% 1,099 $828K
Bank Pictet & Cie (Europe) AG 0.02% New 1,098 $828K
Advisory Resource Group 0.15% Add +0.1% 1,098 $828K
Claret Asset Management Corp 0.10% Add +0.6% 1,094 $825K
Gateway Investment Advisers LLC 0.01% Reduce -2.6% 1,091 $822K
Liberty Square Wealth Partners LLC 0.23% Add +32.8% 1,090 $822K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.5% 1,090 $822K
Councilor Wealth, LLC 0.39% Reduce -0.1% 1,087 $820K
UMB Bank, n.a. 0.01% Add +370.7% 1,078 $813K
Garden State Investment Advisory Services LLC 0.19% Add +79.9% 1,076 $812K
Clear Retirement Advice LLC 0.63% — 1,124 $811K
Wealth Effects LLC 0.25% No change 1,076 $811K
Vickerman Investment Advisors, Inc. 0.16% New 1,074 $810K
Stegent Equity Advisors, Inc. 0.63% Reduce -2.4% 1,073 $809K
Kraematon Investment Advisors, Inc. 0.64% Add +34.0% 1,072 $808K
Gilman Hill Asset Management, LLC 0.13% No change 1,062 $801K
Range Advisory, LLC 0.21% — 1,061 $800K
Werba Rubin Papier Wealth Management 0.22% No change 1,058 $798K
Richmond Investment Services, LLC 0.14% Reduce -3.4% 1,056 $796K
BCS Wealth Management 0.08% Add +100.4% 1,054 $794K
Coppell Advisory Solutions LLC 0.08% Add +0.3% 1,041 $792K
Howard Wealth Management, LLC 0.35% Reduce -3.0% 1,049 $791K
Level Four Advisory Services, LLC 0.03% Add +27.0% 1,049 $791K
October Effect Ltd 0.87% Reduce -0.5% 1,048 $790K
High Note Wealth, LLC 0.15% No change 1,039 $783K
Soundwatch Capital LLC 0.12% Add +29.6% 1,038 $782K
Ellevest, Inc. 0.11% Add +18.1% 1,037 $782K
Charter Research & Investment Group, Inc. 0.52% No change 1,035 $780K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +107.0% 1,035 $780K
Verus Capital Partners, LLC 0.05% Add +13.0% 1,033 $779K
Ancora Advisors LLC 0.02% Reduce -9.1% 1,033 $778K
Alchemi Wealth, LLC 0.42% — 1,029 $776K
HighRoad Wealth Advisors, LLC 0.74% — 1,028 $775K
American Capital Advisory, LLC 0.34% Reduce -0.3% 1,027 $774K
Financial Council, LLC 0.31% No change 1,024 $772K
Colonial Trust Co / SC 0.10% Add +10.8% 1,022 $770K
Sterling Capital Management LLC 0.01% Add +1177.5% 1,022 $770K
Howe & Rusling Inc. 0.05% Add +29.7% 1,021 $770K
RB Capital Management, LLC 0.16% No change 1,019 $768K
Journey Strategic Wealth LLC 0.02% Add +11.5% 1,018 $767K
Mascagni Wealth Management, Inc. 0.57% Add +0.1% 1,016 $766K
Inspirion Wealth Advisors, LLC 0.09% Add +101.8% 1,015 $765K
Florida Trust Wealth Management Co 0.02% Add +7.8% 1,014 $764K
Koss-Olinger Consulting, LLC 0.06% Reduce -11.5% 1,014 $764K
Twin Peaks Wealth Advisors, LLC 0.22% Reduce -18.5% 1,016 $763K
Delta Financial Advisors LLC 0.20% Add +85.7% 1,012 $763K
Whittier Trust Co. of Nevada Inc. 0.02% No change 994 $762K
Ingalls & Snyder LLC 0.03% No change 1,005 $758K
Kane Investment Management, Inc. 0.37% Add +3.9% 1,002 $755K
Bawa N Mallick Trust 0.28% No change 1,000 $754K
Alpine Woods Capital Investors, LLC 0.18% No change 1,000 $754K
PKS Advisory Services, LLC 0.17% Add +0.7% 999 $753K
Chris Bulman Inc 0.33% Add +0.3% 997 $752K
Verdence Capital Advisors LLC 0.04% Add +0.1% 994 $749K
Keel Point, LLC 0.05% Add +15.3% 994 $749K
UNIVEST FINANCIAL Corp 0.04% Add +105.6% 991 $747K
Dorato Capital Management 0.56% — 988 $746K
Prosperity Consulting Group, LLC 0.03% Add +19.3% 988 $745K
Silverlake Wealth Management LLC 0.17% Reduce -2.4% 987 $744K
Integris Wealth Management, LLC 0.17% Reduce -1.9% 984 $742K
Earned Wealth Advisors, LLC 0.05% Add +22.2% 984 $742K
Patten & Patten Inc. 0.04% No change 984 $742K
Fairvoy Private Wealth, LLC 0.17% No change 981 $739K
Graves Light Lenhart Wealth, Inc. 0.08% No change 980 $739K
Peoples Bank 0.46% No change 979 $738K
Bare Financial Services, Inc 0.20% Add +3.0% 974 $734K
Hudock, Inc. 0.11% Reduce -4.6% 971 $732K
Plan Group Financial, LLC 0.19% Add +34.7% 971 $732K
Squire Investment Management Company, LLC 0.22% No change 966 $728K
Heritage Wealth Advisors 0.03% Add +24.2% 964 $727K
Myecfo, LLC 0.31% Reduce -0.2% 963 $726K
Private Trust Co. NA 0.06% Add +1.1% 962 $725K
Foguth Wealth Management, LLC. 0.11% — 957 $723K
Coquina Private Wealth LLC 0.58% — 960 $723K
Integral Investment Advisors, Inc. 0.18% No change 958 $722K
Hilton Head Capital Partners, LLC 0.42% — 958 $722K
National Bank of Canada 0.00% Add +23.6% 958 $722K
Chemung Canal Trust Co. 0.14% No change 954 $719K
Teamwork Financial Advisors, LLC 0.08% New 951 $717K
Destination Wealth Management 0.02% Add +19.2% 951 $717K
Lynx Investment Advisory 0.39% Reduce -1.0% 948 $715K
IVC Wealth Advisors LLC 0.31% Reduce -1.7% 945 $712K
Adkins Seale Capital Management LLC 0.70% — 944 $712K
Farmers & Merchants Investments Inc. 0.02% No change 944 $712K
Quantbot Technologies LP 0.02% New 942 $710K
Balance Wealth Partners LLC 0.23% Add +98.7% 938 $707K
J. Derek Lewis & Associates Inc. 0.17% — 936 $706K
Stratos Investment Management, LLC 0.03% Reduce -2.8% 934 $705K
Avestar Capital, LLC 0.05% Add +17.9% 930 $701K
Quantum Private Wealth, LLC 0.20% Reduce -9.7% 930 $701K
Calton & Associates, Inc. 0.10% Reduce -7.9% 928 $699K
Sepio Capital, LP 0.04% No change 927 $699K
BCGM Wealth Management, LLC 0.18% No change 927 $699K
FAS Wealth Partners, Inc. 0.05% Add +0.3% 926 $698K
Headinvest, LLC 0.14% No change 926 $698K
Eclectic Associates Inc. 0.11% Reduce -76.0% 926 $698K
Marble Harbor Investment Counsel, LLC 0.07% No change 925 $697K
Founders Financial Securities LLC 0.04% Add +69.0% 923 $696K
Timonier Family Office, LTD. 0.22% No change 920 $693K
Everett Harris & Co. 0.01% Add +81.6% 919 $693K
Mengis Capital Management, Inc. 0.12% No change 918 $692K
Lunt Capital Management, Inc. 0.26% No change 915 $690K
D'Orazio & Associates, Inc. 0.09% Reduce -1.9% 915 $689K
Montis Financial, LLC 0.14% Reduce -38.3% 910 $686K
LMG Wealth Partners, LLC 0.13% No change 909 $685K
Aspen Investment Management Inc 0.21% No change 908 $684K
Smartleaf Asset Management LLC 0.03% Add +344.6% 898 $683K
Safeguard Investment Advisory Group, LLC 0.17% Reduce -26.5% 906 $683K
Stevens Capital Partners 0.18% Reduce -0.4% 900 $679K
SP Asset Management LLC 0.05% Add +0.1% 900 $678K
Sandy Cove Advisors, LLC 0.20% Add +0.1% 900 $678K
Koshinski Asset Management, Inc. 0.04% Reduce -1.8% 897 $676K
Monograph Wealth Advisors, LLC 0.07% Add +4.5% 896 $675K
Financial Life Advisors 0.21% No change 892 $672K
Holistic Financial Partners 0.24% Reduce -1.4% 890 $671K
Acropolis Investment Management, LLC 0.03% Add +0.6% 887 $669K
Matrix Private Capital Group LLC 0.34% Add +7.9% 887 $669K
Red Mountain Financial, LLC 0.66% Add +10.9% 887 $669K
Riverview Capital Advisers, LLC 0.20% No change 885 $667K
Fidelis Capital Partners, LLC 0.05% Add +22.9% 880 $663K
Continuum Advisory, LLC 0.07% Add +3.3% 874 $659K
Evelyn Partners Investment Management LLP 0.02% No change 873 $658K
Clearwater Capital Advisors, LLC 0.05% Reduce -2.2% 871 $657K
Edgestream Partners, L.P. 0.02% Reduce -33.8% 871 $657K
Twin Focus Capital Partners, LLC 0.08% New 870 $656K
Integrity Financial Corp 0.33% No change 867 $654K
Bank of Marin 0.45% No change 864 $651K
Facet Wealth, Inc. 0.01% Add +45.3% 840 $651K
Eubel Brady & Suttman Asset Management Inc. 0.08% No change 864 $651K
Heritage Investors Management Corp. 0.02% Add +17.9% 864 $651K
J. L. Bainbridge & Co., Inc. 0.05% Reduce -16.6% 861 $649K
St Germain D J Co. Inc. 0.03% Reduce -3.4% 859 $648K
Tannin Capital LLC 0.58% — 859 $647K
Mayfair Advisory Group, LLC 0.25% Reduce -0.3% 856 $647K
JFS Wealth Advisors, LLC 0.04% No change 853 $643K
First National Bank of Omaha 0.02% Add +54.3% 853 $643K
Payne Capital Management, LLC 0.20% No change 847 $638K
Private Client Services, LLC 0.20% Add +0.8% 845 $637K
Barclays PLC 0.00% Reduce -98.8% 844 $636K
Rakuten Securities, Inc. 0.21% Add +24.0% 843 $635K
Alpha Financial Partners LLC 0.39% Reduce -59.4% 843 $635K
Hudson Capital Management LLC 0.16% New 840 $633K
Moneco Advisors, LLC 0.05% Add +2.2% 839 $632K
American Investment Services, Inc. 0.15% Add +2.0% 831 $626K
RFG Holdings, Inc. 0.16% Reduce -1.8% 821 $619K
Burney Co./ 0.02% Reduce -1.7% 821 $619K
EverSource Wealth Advisors, LLC 0.02% Reduce -5.3% 816 $615K
Sweeney & Michel, LLC 0.18% Add +0.1% 821 $614K
Asset Planning Services Inc. /La/ 0.27% Reduce -1.7% 810 $611K
Sterling Investment Counsel, LLC 0.17% Reduce -0.3% 809 $610K
Florida Financial Advisors, LLC 0.17% Reduce -11.3% 808 $609K
SHP Wealth Management 0.05% — 807 $609K
Mosaic Advisors LLC 1.17% No change 808 $609K
Legacy Wealth Management, LLC / MS 0.16% No change 803 $606K
Fragasso Financial Advisors Inc 0.04% No change 801 $604K
Ascentis Independent Advisors 0.10% Reduce -12.2% 801 $604K
High Falls Advisors, Inc 0.12% Reduce -5.5% 800 $603K
CFS Investment Advisory Services, LLC 0.04% No change 799 $602K
Penobscot Investment Management Company, Inc. 0.04% No change 793 $598K
Magnolia Capital Advisors LLC 0.13% Add +67.6% 791 $596K
VERITY Wealth Advisors 0.37% No change 790 $595K
Grey Fox Wealth Advisors, LLC 0.12% Add +0.3% 788 $594K
Lauterbach Financial Advisors, LLC 0.29% Reduce -28.3% 787 $593K
WealthBridge Capital Management, LLC 0.14% Reduce -0.4% 786 $592K
Kickstand Ventures, Llc. 0.12% No change 784 $591K
Founders Financial Alliance, LLC 0.11% Add +4.1% 782 $589K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -1.4% 781 $589K
Caitlin John, LLC 0.38% Add +0.3% 776 $585K
Fourth Dimension Wealth, LLC 0.21% Reduce -10.9% 775 $584K
Keudell/Morrison Wealth Management 0.12% — 775 $584K
Interchange Capital Partners, LLC 0.11% Reduce -7.2% 776 $584K
Beckerman Institutional, LLC 0.33% No change 773 $582K
Strait & Sound Wealth Management LLC 0.22% Reduce -23.5% 771 $581K
Ferguson Wellman Capital Management, Inc. 0.01% Add +20.9% 770 $580K
Wealth Advisors Northwest LLC 0.26% Reduce -4.3% 769 $580K
Fortitude Advisory Group L.L.C. 0.25% No change 768 $579K
1834 Investment Advisors Co. 0.07% No change 768 $579K
Hamilton Point Investment Advisors, LLC 0.09% No change 768 $579K
Crews Bank & Trust 0.08% No change 767 $578K
ORBA Wealth Advisors, L.L.C. 0.50% Reduce -22.7% 765 $577K
Johnson Financial Group, Inc. 0.02% No change 765 $577K
Legacy Financial Group, Inc. 0.15% Reduce -3.2% 762 $574K
Aaron Wealth Advisors LLC 0.03% No change 760 $573K
Constant Guidance Financial LLC 0.40% New 2,603 $572K
Spirepoint Private Client, LLC 0.05% No change 759 $572K
Millennium Capital Advisors, LLC 0.34% Add +0.1% 758 $572K
Legacy Wealth Advisors, LLC 0.38% — 756 $570K
Kathmere Capital Management, LLC 0.04% Reduce -0.3% 755 $569K
Aprio Wealth Management, LLC 0.03% Add +57.4% 754 $568K
GSG Advisors LLC 0.15% Add +0.4% 753 $568K
Sfmg, LLC 0.04% Add +2.7% 752 $567K
Correct Capital Wealth Management 0.11% No change 751 $566K
Caldwell Trust Co 0.05% No change 750 $565K
Chemistry Wealth Management LLC 0.11% Add +16.6% 750 $565K
First Manhattan Co. Llc. 0.00% Reduce -3.6% 749 $565K
My Personal CFO, LLC 0.24% Add +34.3% 748 $563K
Caliber Wealth Management, LLC / KS 0.06% Add +0.5% 747 $563K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +39.8% 745 $562K
TCI Wealth Advisors, Inc. 0.03% Reduce -4.3% 743 $560K
Procyon Advisors, LLC 0.03% Add +4.7% 741 $558K
SeaBridge Investment Advisors LLC 0.09% Add +0.1% 741 $558K
Blueshift Asset Management, LLC 0.16% New 740 $558K
Oppenheimer Asset Management Inc. 0.01% New 739 $557K
Sapient Capital LLC 0.01% No change 730 $555K
Orcam Financial Group 0.42% No change 736 $555K
Talisman Wealth Advisors LLC 0.43% Add +7.8% 731 $553K
Eastern Bank 0.01% Reduce -9.5% 734 $553K
Rossby Financial, LCC 0.17% No change 733 $553K
Westside Investment Management, Inc. 0.09% No change 731 $551K
Meeder Advisory Services, Inc. 0.02% Add +131.4% 729 $550K
Brady Martz Wealth Solutions, LLC 0.10% New 723 $545K
Cadence Bank 0.03% Add +18.4% 722 $544K
Northstar Group, Inc. 0.08% No change 721 $543K
Bay Capital Advisors, LLC 0.33% Reduce -0.6% 720 $542K
Saxony Capital Management, LLC 0.33% Add +2.1% 718 $541K
KLCM Advisors, Inc. 0.05% New 715 $539K
Bigelow Investment Advisors, LLC 0.21% No change 715 $539K
Boreal Capital Management LLC 0.49% No change 712 $537K
Piedmont Capital Management, LLC 0.35% — 712 $537K
Atala Financial Inc 0.34% Add +24.9% 712 $537K
InTrack Investment Management Inc 0.30% No change 707 $533K
Sims Investment Management, LLC 0.19% Reduce -3.4% 706 $532K
Heritage Financial Services, LLC 0.04% Reduce -0.4% 702 $529K
Ameriflex Group, Inc. 0.27% Reduce -42.8% 701 $528K
NorthCoast Asset Management LLC 0.01% Reduce -97.8% 700 $528K
Triton Financial Group Inc 0.35% No change 700 $528K
apricus wealth, LLC 0.27% No change 700 $528K
Progressive Investment Management Corp 0.13% No change 700 $528K
Van Cleef Asset Management,Inc 0.05% No change 700 $528K
Paragon Financial Partners, Inc. 0.32% Add +0.1% 698 $526K
Solutions 4 Wealth, Ltd 0.79% No change 697 $525K
FWL Investment Management, LLC 0.13% No change 697 $525K
Lee Financial Co 0.07% No change 695 $524K
Welch & Forbes LLC 0.01% Reduce -29.1% 695 $524K
Garrett Wealth Advisory Group, LLC 0.10% Reduce -4.1% 694 $523K
Trexquant Investment LP 0.00% Add +18.2% 694 $523K
ATLas Financial Planning LLC 0.51% — 691 $521K
Financial Plan, Inc. 0.06% — 691 $521K
Grantvest Financial Group LLC 0.33% Add +10.6% 691 $521K
Accel Wealth Management 0.14% Reduce -3.0% 689 $519K
Friday Financial 0.18% New 689 $519K
Arrowroot Family Office, LLC 0.19% Add +6.2% 688 $518K
United Community Bank 0.20% No change 685 $516K
Archer Investment Corp 0.12% Reduce -0.7% 684 $516K
Activest Wealth Management 0.10% Reduce -74.0% 684 $515K
HBK Sorce Advisory LLC 0.01% Add +4.2% 697 $515K
Stonebridge Financial Group, LLC 0.04% Reduce -9.8% 683 $515K
Wealth Alliance, LLC 0.05% No change 683 $515K
Sankala Group LLC 0.41% — 703 $511K
SJS Investment Consulting Inc. 0.06% Add +62.5% 676 $510K
AdvisorNet Financial, Inc 0.03% Add +89.4% 676 $510K
Missouri Trust & Investment Co 0.15% No change 675 $509K
Chaney Capital Management, Inc. 0.18% No change 674 $508K
Sterling Wealth Management, Inc. 0.14% No change 674 $508K
Everpar Advisors LLC 0.19% No change 673 $507K
Fermata Advisors, LLC 0.12% No change 670 $505K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.7% 668 $504K
Bestgate Wealth Advisors, LLC 0.88% Add +108.4% 667 $503K
Golden Road Advisors LLC 0.29% Reduce -5.3% 666 $502K
Retirement Solution LLC 0.11% Reduce -5.3% 666 $502K
Purkiss Capital Advisors LLC 0.23% No change 660 $497K
360 Financial, Inc. 0.15% Add +6.1% 660 $497K
Ashton Thomas Securities, LLC 0.09% Add +5.7% 655 $494K
SilverOak Wealth Management LLC 0.08% No change 653 $492K
Walser Wealth Management Company, A Ltd Liability Co 0.26% — 653 $492K
Alexander Randolph Advisory, Inc. 0.41% Reduce -2.1% 650 $490K
Fjell Capital, LLC 0.37% Reduce -12.2% 647 $488K
Arthur M. Cohen & Associates, LLC 0.08% No change 647 $488K
Independent Wealth Network Inc. 0.15% Add +5.0% 646 $487K
Milestones Private Investment Advisors LLC 0.33% Reduce -2.9% 643 $485K
Nicholas Hoffman & Company, LLC. 0.01% Add +11.1% 642 $484K
Downshift Financial, LLC 0.30% — 684 $483K
Root Financial Partners, LLC 0.03% Reduce -0.5% 641 $483K
Nvest Financial, LLC 0.20% Reduce -2.6% 637 $480K
Crown Wealth Group, LLC 0.13% Reduce -23.6% 636 $479K
Flywheel Private Wealth LLC 0.30% Reduce -1.6% 636 $479K
Octavia Wealth Advisors, LLC 0.05% No change 634 $478K
Baron Financial Group, LLC 0.25% Reduce -1.6% 628 $473K
Arcus Capital Partners, LLC 0.17% No change 627 $473K
Mezzasalma Advisors, LLC 0.11% No change 625 $472K
PUREfi Wealth, LLC 0.36% Reduce -0.8% 626 $472K
Signet Private Wealth LLC 0.45% — 626 $472K
Capital Insight Partners, LLC 0.10% No change 626 $472K
TFB Advisors LLC 0.13% Reduce -30.1% 626 $472K
Ellis Investment Partners, LLC 0.08% Reduce -0.9% 623 $470K
Collective Family Office LLC 0.11% Reduce -0.3% 623 $470K
Capstone Financial Advisors, Inc. 0.03% No change 622 $469K
M. Kraus & Co 0.13% No change 3,409 $468K
Security National Bank 0.07% Reduce -1.1% 620 $467K
XY Planning Network, Inc. 0.08% Reduce -79.4% 619 $467K
Briggs Wealth Management, Inc 0.50% — 618 $466K
Signature Wealth Management Partners, LLC 0.23% Add +10.8% 617 $465K
W1M Asset Management Ltd 0.00% New 617 $465K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +107.1% 615 $464K
Terra Nova Asset Management LLC 0.31% Reduce -32.8% 615 $464K
Bridges Investment Management Inc. 0.01% No change 615 $464K
Abound Wealth Management 0.11% Add +0.2% 614 $463K
Grove Bank & Trust 0.05% No change 612 $461K
Meridian Wealth Partners, LLC 0.06% Add +31.1% 612 $461K
Uptick Partners, LLC 0.10% Add +17.8% 610 $460K
Avalon Capital Management 0.11% No change 610 $460K
Legacy Capital Wealth Management, LLC 0.28% — 608 $458K
Townsend & Associates, Inc 0.04% No change 603 $458K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Add +44.3% 596 $455K
Tempus Wealth Planning, LLC 0.10% No change 604 $455K
Aspect Partners, LLC 0.20% Reduce -45.3% 603 $455K
Rollins Financial Advisors, LLC 0.07% Add +89.6% 603 $455K
Maimon Wealth Management LTD. 0.42% — 600 $452K
American Asset Management Inc. 0.38% New 600 $452K
Investment Advisory Services Inc. /TX 0.14% No change 600 $452K
Liberty Capital Management, Inc. 0.08% Reduce -19.5% 600 $452K
Bank of Hawaii 0.02% No change 600 $452K
Clarkston Capital Partners, LLC 0.01% Add +3.1% 599 $452K
Petix & Botte Co 0.10% Add +4.2% 598 $451K
CGN Advisors LLC 0.04% Reduce -2.1% 598 $450K
Breakwater Investment Management 0.16% No change 597 $450K
DMKC Advisory Services, LLC 0.20% Add +13.6% 595 $448K
Glassman Wealth Services 0.06% No change 593 $447K
Mustard Seed Financial, LLC 0.28% No change 592 $446K
Concord Asset Management, LLC 0.08% No change 592 $446K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 602 $445K
Farrell Financial LLC 0.26% Add +12.6% 590 $445K
Second Line Capital, LLC 0.09% No change 590 $445K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -25.5% 590 $445K
WealthPlan Investment Management, LLC 0.03% Reduce -14.6% 590 $444K
Cura Wealth Advisors, LLC 0.17% No change 588 $443K
Roman Butler Fullerton & Co. 0.12% Add +2.4% 587 $442K
Yarger Wealth Strategies, LLC 0.19% No change 586 $442K
Key Client Fiduciary Advisors, LLC 0.15% Reduce -3.5% 586 $442K
RDA Financial Network 0.11% No change 583 $439K
Seven Mile Advisory 0.08% No change 582 $439K
Encompass Wealth Advisors, LLC 0.15% Reduce -9.9% 582 $439K
Astra Wealth Partners LLC 0.27% No change 581 $438K
Sheets Smith Wealth Management 0.05% Reduce -6.7% 581 $438K
Sound Income Strategies, LLC 0.02% Add +153.7% 576 $437K
Stonebridge Capital Advisors LLC 0.03% Add +0.5% 580 $437K
Ironwood Investment Counsel, LLC 0.06% Reduce -6.8% 578 $436K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -0.7% 579 $436K
SVB Wealth LLC 0.03% Reduce -54.8% 578 $436K
Colton Groome Financial Advisors, LLC 0.12% Reduce -1.9% 577 $435K
Tanager Wealth Management LLP 0.04% No change 576 $434K
Essex Bank 0.09% New 576 $434K
Members Wealth LLC 0.27% Reduce -9.5% 570 $433K
Hilltop Partners LLC 0.11% No change 575 $433K
Moss Adams Wealth Advisors LLC 0.03% Reduce -36.4% 575 $433K
DF Dent & Co. Inc. 0.01% No change 572 $431K
Yoder Wealth Management, Inc. 0.20% No change 571 $430K
RVW Wealth, LLC 0.03% No change 570 $430K
CCG Wealth Management, LLC 0.18% Add +0.5% 570 $430K
Atlas Private Wealth Advisors 0.10% No change 569 $429K
Parisi Gray Wealth Management 0.10% No change 568 $428K
Semus Wealth Partners LLC 0.23% Reduce -7.2% 568 $428K
SC&H Financial Advisors, Inc. 0.07% New 568 $428K
Van Strum & Towne Inc. 0.12% No change 568 $428K
Walkner Condon Financial Advisors LLC 0.06% Add +22.7% 568 $428K
Compass Advisory Group LLC 0.12% No change 567 $428K
Courier Capital LLC 0.02% Reduce -4.7% 565 $426K
Lyell Wealth Management, LP 0.03% No change 565 $426K
MBE Wealth Management, LLC 0.18% Add +1.4% 565 $426K
MKT Advisors LLC 0.15% No change 561 $425K
Mystic Asset Management, Inc. 0.10% No change 563 $424K
Syntegra Private Wealth Group, LLC 0.04% No change 563 $424K
Armor Investment Advisors, LLC 0.16% No change 560 $422K
Greenfield Seitz Capital Management, LLC 0.14% No change 560 $422K
Catalyst Financial Partners LLC 0.05% Add +19.2% 559 $421K
Asset Dedication, LLC 0.03% Add +25.1% 558 $421K
Lesa Sroufe & Co 0.31% No change 557 $420K
Foundation Wealth Management, LLC\PA 0.15% No change 557 $420K
West Wealth Group, LLC 0.09% Reduce -3.8% 555 $418K
Frisch Financial Group, Inc. 0.09% Add +0.2% 554 $417K
Ironwood Financial, llc 0.07% Reduce -2.2% 540 $413K
Bowman & Co S.C. 0.17% Reduce -7.6% 547 $413K
Commonwealth Financial Services, LLC 0.07% Add +0.2% 546 $411K
Accelerate Investment Advisors LLC 0.28% No change 545 $411K
LRI Investments, LLC 0.03% No change 545 $411K
Tilia Fiduciary Partners, Inc. 0.23% Add +12.4% 545 $411K
Boltwood Capital Management 0.11% Reduce -0.6% 544 $410K
First Financial Bankshares Inc 0.01% No change 544 $410K
Ewa, LLC 0.10% Add +7.9% 544 $410K
Objective Capital Management, LLC 0.42% Reduce -18.7% 543 $410K
PCM Encore, LLC 0.09% — 543 $409K
Clear Creek Financial Management, LLC 0.03% No change 541 $408K
Colonial River Investments, LLC 0.15% Reduce -5.1% 540 $407K
LJI Wealth Management, LLC 0.06% Reduce -2.4% 540 $407K
Balanced Wealth Group LLC 0.15% Reduce -4.3% 536 $403K
Crumly & Associates Inc. 0.08% No change 535 $403K
Carl P. Sherr & Co., LLC 0.18% Add +1.3% 538 $402K
World Equity Group, Inc. 0.11% Reduce -1.5% 533 $402K
Capital Asset Advisory Services LLC 0.02% Reduce -6.8% 523 $401K
Investment Research Partners LLC 0.17% No change 530 $400K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $400K
True Link Financial Advisors, LLC 0.02% New 530 $400K
Glenview Trust Co 0.01% Add +0.9% 529 $399K
Taylor & Morgan Wealth Management, LLC 0.22% Reduce -16.5% 528 $398K
NTV Asset Management LLC 0.04% No change 526 $396K
Sykon Capital LLC 0.13% No change 525 $396K
TrueWealth Advisors, LLC 0.10% No change 524 $395K
Monetary Solutions, Ltd 0.39% — 523 $394K
Pursue Wealth Partners LLC 0.19% No change 521 $393K
Optivise Advisory Services LLC 0.23% Add +15.3% 521 $393K
Meredith Wealth Planning 0.12% Add +10.2% 520 $392K
River Wealth Advisors LLC 0.04% No change 519 $391K
First Business Financial Services, Inc. 0.04% No change 519 $391K
Keystone Wealth Services, LLC 0.08% Add +4.2% 516 $389K
Greenspring Advisors, LLC 0.02% Add +8.4% 516 $389K
Barnes Pettey Financial Advisors, LLC 0.19% Add +1.2% 516 $389K
Blue Bell Private Wealth Management, LLC 0.06% No change 515 $388K
Banque Pictet & Cie SA 0.00% New 515 $388K
Boston Trust Walden Corp 0.00% No change 515 $388K
Summit Financial Strategies, Inc. 0.03% Reduce -2.7% 512 $386K
Frank, Rimerman Advisors LLC 0.02% No change 512 $386K
URS Advisory LLC 0.32% — 512 $386K
Guidance Point Advisors, LLC 0.09% Reduce -3.8% 509 $385K
Grey Ledge Advisors, LLC 0.09% Add +0.2% 510 $385K
Jamison Private Wealth Management, Inc. 0.05% No change 509 $384K
Wealthspan Partners, LLC 0.14% Reduce -7.3% 509 $384K
Allspring Global Investments Holdings, LLC 0.00% New 501 $382K
Nadler Financial Group, Inc. 0.04% Add +2.0% 506 $381K
Linscomb Wealth, Inc. 0.02% Add +0.2% 505 $381K
Ifrah Financial Services, Inc. 0.10% Add +14.9% 502 $378K
F&V Capital Management, LLC 0.08% No change 500 $377K
Creekside Partners 0.16% No change 500 $377K
V2 Financial group LLC 0.19% No change 500 $377K
Pioneer Trust Bank N A 0.09% No change 500 $377K
Rosenberg Matthew Hamilton 0.08% No change 500 $377K
BlueSky Wealth Advisors, LLC 0.05% Add +5.0% 500 $377K
Bullock Wealth Management Group 0.18% — 500 $377K
Campbell Capital Management Inc. 0.13% No change 499 $376K
Keb Asset Management, LLC 0.08% No change 499 $376K
Barnes Dennig Private Wealth Management LLC 0.38% Add +24.6% 497 $375K
Parr McKnight Wealth Management Group, LLC 0.05% No change 497 $375K
RCS Financial Planning, LLC 0.16% Reduce -12.8% 496 $374K
MWA Asset Management 0.21% Reduce -6.9% 496 $374K
InvesTrust 0.14% No change 496 $374K
Altfest L J & Co. Inc. 0.04% No change 494 $372K
Parkside Financial Bank & Trust 0.03% Add +30.2% 492 $371K
Warner Group LLC 0.23% Add +14.4% 492 $371K
Sand Hill Global Advisors, LLC 0.01% Add +2.9% 491 $370K
Glen Eagle Advisors, LLC 0.05% Reduce -8.1% 491 $370K
TriaGen Wealth Management LLC 0.10% No change 490 $369K
Vertex Planning Partners, LLC 0.09% No change 490 $369K
Lane Brothers & Co. Inc. 0.27% — 489 $369K
Herold Advisors, Inc. 0.08% Reduce -0.2% 488 $368K
Consultiva Wealth Management, Corp. 1.03% Reduce -24.3% 487 $367K
Traphagen Investment Advisors LLC 0.03% Add +0.2% 487 $367K
Uptown Financial Advisors LLC 0.31% No change 485 $366K
Skyline Advisors, Inc. 0.12% Reduce -2.6% 484 $365K
Exit Wealth Advisors, LLC. 0.22% Add +12.6% 483 $364K
Faithward Advisors, LLC 0.05% Reduce -1.8% 482 $363K
CX Institutional 0.01% Add +24.2% 482 $363K
Endeavor Private Wealth, Inc. 0.10% No change 479 $361K
ProVise Management Group, LLC 0.03% No change 479 $361K
New Millennium Group LLC 0.16% Reduce -2.4% 479 $361K
Wealth Dimensions Group, Ltd. 0.07% New 478 $361K
Victory Financial Group, LLC 0.05% New 478 $360K
Proffitt & Goodson Inc. 0.05% Reduce -49.3% 476 $359K
Cheviot Value Management, LLC 0.04% No change 461 $357K
Arcadia Wealth Management, Inc. 0.20% No change 474 $357K
Exencial Wealth Advisors, LLC 0.01% Add +8.7% 473 $357K
Cooper Financial Group 0.04% No change 473 $357K
Glass Jacobson Investment Advisors llc 0.13% Reduce -2.5% 471 $355K
Stonebrook Private Inc. 0.07% Reduce -2.5% 471 $355K
LifeWealth Investments, LLC 0.11% New 471 $355K
Invictus Private Wealth, LLC 0.02% Reduce -7.8% 470 $355K
Retirement Investment Advisors, Inc. 0.03% No change 469 $354K
Howard Financial Services, LTD. 0.04% Add +12.7% 469 $353K
Lauer Wealth, LLC 0.27% Add +1.3% 468 $353K
Axos Invest Inc. 0.26% Reduce -33.1% 469 $353K
Adamsbrown Wealth Consultants LLC 0.10% No change 468 $353K
PFW Advisors LLC 0.11% No change 466 $352K
Jeppson Wealth Management, LLC 0.11% No change 466 $351K
Northwest Financial Advisors 0.72% Reduce -26.4% 466 $351K
Fiscal Wisdom Wealth Management, LLC 0.33% Reduce -0.6% 466 $351K
GDS Wealth Management 0.02% New 466 $351K
Fearless Solutions, LLC dba Best Invest 0.21% Reduce -16.4% 465 $351K
Tocqueville Asset Management L.P. 0.01% Add +6.9% 465 $351K
Cornerstone Wealth Group, LLC 0.02% Add +3.6% 465 $350K
Strategy Asset Managers LLC 0.06% No change 462 $348K
Allium Financial Advisors, LLC 0.28% New 462 $348K
Vested Financial Planning, LLC 0.27% No change 461 $347K
Ruggiero Investments, Inc. 0.31% — 459 $346K
Private Management Group Inc. 0.01% No change 459 $346K
Per Stirling Capital Management, LLC. 0.04% Add +37.4% 459 $346K
Dentgroup LLC 0.24% No change 458 $345K
Rubicon Advisors, GP 0.33% — 458 $345K
Greenwich Wealth Management LLC 0.02% No change 457 $345K
180 Wealth Advisors, LLC 0.04% Reduce -10.0% 458 $345K
Canal Capital Management, LLC 0.05% Reduce -29.1% 457 $345K
Ipsen Advisor Group LLC 0.24% Reduce -36.4% 457 $344K
Nicolet Advisory Services, LLC 0.02% Add +2.0% 449 $344K
Baron Silver Stevens Financial Advisors, LLC 0.05% Add +14.9% 456 $344K
Define Financial, LLC 0.19% Add +0.2% 456 $343K
Fortis Capital Management LLC 0.05% Reduce -20.6% 455 $343K
Emerald Advisors, LLC 0.05% Reduce -0.2% 455 $343K
Cornerstone Financial Group, LLC 0.24% No change 454 $342K
GatePass Capital, LLC 0.18% New 454 $342K
SageView Advisory Group, LLC 0.01% Reduce -1.1% 453 $342K
KW Wealth Management LLC 0.52% No change 453 $341K
Atlas Brown,Inc. 0.10% No change 451 $340K
Knightsbridge Asset Management, LLC 0.06% No change 450 $339K
Gradient Investments LLC 0.01% Add +5.4% 450 $339K
Cerro Pacific Wealth Advisors LLC 0.09% Reduce -6.5% 449 $338K
Peterson Wealth Advisors, LLC 0.04% New 447 $337K
Johnson & White Wealth Management, LLC 0.15% No change 447 $337K
Obermeyer Wealth Partners 0.02% Add +60.4% 446 $336K
John G Ullman & Associates Inc. 0.04% No change 445 $335K
Quotient Wealth Partners, LLC 0.01% New 444 $335K
Resolute Capital, LLC 0.14% — 444 $335K
Kelly Financial Services LLC 0.08% Reduce -0.5% 442 $333K
First Citizens Bank & Trust Co. 0.01% New 442 $333K
Acorn Wealth Advisors, LLC 0.10% No change 441 $333K
Willis Johnson & Associates, Inc. 0.02% Add +10.3% 441 $333K
BlackDiamond Wealth Management, LLC 0.16% Reduce -13.2% 442 $332K
Independent Wealth Advisors LLC 0.35% — 440 $332K
Apeiron RIA LLC 0.07% Reduce -2.6% 440 $331K
Net Worth Advisory Group 0.07% New 439 $331K
Hill Island Financial LLC 0.08% No change 437 $329K
Wescott Financial Advisory Group, LLC 0.03% Reduce -12.9% 437 $329K
Endowment Wealth Management, Inc. 0.15% Add +0.2% 437 $329K
Mattern Wealth Management LLC 0.06% Reduce -5.4% 436 $329K
First National Advisers, LLC 0.05% No change 435 $328K
Ring Mountain Capital, LLC 0.17% Add +0.2% 428 $325K
Godshalk Welsh Capital Management, Inc. 0.19% No change 430 $324K
Medallion Wealth Advisors, LLC 0.11% Add +15.4% 428 $323K
Midland Wealth Advisors, LLC 0.02% Reduce -38.2% 428 $323K
Alliance Wealth Advisors, LLC 0.07% New 427 $322K
Cascade Financial Partners, LLC 0.03% No change 427 $322K
Dana Investment Advisors, Inc. 0.01% Add +0.7% 426 $321K
Marquette Asset Management, LLC 0.05% No change 425 $320K
Kraft, Davis & Associates, LLC 0.07% Add +27.7% 419 $320K
Matisse Capital 0.14% Reduce -12.0% 424 $320K
BSW Wealth Partners 0.04% No change 424 $320K
Goldstein Advisors, LLC 0.04% No change 423 $319K
Fort Point Capital Partners LLC 0.04% No change 419 $318K
Everest Private Wealth 0.18% No change 422 $318K
Seaside Wealth Management, Inc. 0.09% No change 422 $318K
Parallax Volatility Advisers, L.P. 0.01% New 422 $318K
Hurlow Wealth Management Group, Inc. 0.08% Add +32.1% 420 $316K
Bank Hapoalim BM 0.03% New 419 $316K
Integrated Advisors Network LLC 0.01% Add +17.1% 418 $315K
Cresta Advisors, Ltd. 0.13% Reduce -3.5% 417 $314K
Tounjian Advisory Partners, LLC 0.11% New 414 $312K
GAMMA Investing LLC 0.02% No change 414 $312K
Pps&v Asset Management Consultants, Inc. 0.18% No change 413 $312K
Sfm, LLC 0.18% No change 413 $311K
Oxford Wealth Group, LLC 0.15% — 413 $311K
Madison Park Capital Advisors, LLC 0.25% No change 412 $311K
City Holding Co. 0.04% Add +312.0% 412 $311K
Northbridge Financial Group, LLC 0.14% — 411 $310K
Valtrion Capital Management, LLC 0.31% Reduce -3.3% 411 $309K
Morse Asset Management, Inc 0.06% Add +74.5% 410 $309K
Sachetta, LLC 0.17% No change 410 $309K
Lakeridge Wealth Management LLC 0.14% No change 408 $308K
Prosperity Advisers, LLC 0.25% — 408 $308K
Compass Capital Corp. /Ma/ 0.12% No change 410 $307K
Jim Saulnier & Associates, LLC 0.16% Reduce -36.2% 406 $306K
Tranquility Partners, LLC 0.11% Add +0.3% 406 $306K
Mb, Levis & Associates, LLC 0.13% No change 405 $306K
LongView Wealth Management 0.07% Add +6.7% 399 $306K
Altus Wealth Group LLC 0.12% No change 404 $305K
Webster Bank, N. A. 0.03% No change 404 $305K
Novak & Powell Financial Services, Inc. 0.16% No change 403 $304K
Corbyn Investment Management Inc. 0.14% Reduce -26.5% 402 $303K
Legacy Financial Strategies, LLC 0.05% No change 402 $303K
Resources Management Corp. /CT/ 0.04% Reduce -5.8% 402 $303K
Rise Advisors, LLC 0.11% Add +1.3% 402 $303K
GFG Capital, LLC 0.11% No change 401 $303K
AAFMAA Wealth Management & Trust LLC 0.12% No change 401 $302K
IMPACTfolio, LLC 0.13% No change 401 $302K
YHB Investment Advisors, Inc. 0.02% Add +6.1% 400 $302K
Infinity Wealth Counsel, LLC 0.27% No change 400 $302K
Morangie Management LLC 0.24% No change 400 $302K
Manske Wealth Management 0.09% New 400 $302K
Berman McAleer LLC 0.04% No change 400 $302K
Nomura Asset Management Co. Ltd. 0.00% Reduce -63.6% 400 $302K
Clark Asset Management, LLC 0.03% Add +19.5% 399 $301K
Westwood Holdings Group Inc. 0.00% No change 399 $301K
SWP Financial LLC 0.15% Add +32.8% 397 $299K
Foster Victor Wealth Advisors, LLC 0.02% Add +14.5% 394 $299K
D.B. Root & Company, LLC 0.07% No change 396 $298K
FSB Premier Wealth Management, Inc. 0.09% Add +0.8% 394 $297K
Morton Capital Management LLC 0.05% No change 393 $296K
Golden Reserve Retirement LLC 0.05% New 391 $295K
Frederick Financial Consultants, LLC 0.16% No change 391 $295K
Burke & Herbert Bank & Trust Co. 0.08% No change 390 $294K
Beacon Investment Advisors LLC 0.12% No change 389 $293K
Strategic Wealth Investment Group, LLC 0.04% Reduce -46.3% 389 $293K
Spectrum Wealth Advisory Group, LLC 0.11% Add +0.3% 389 $293K
American Financial Advisors, LLC 0.04% Add +2.6% 388 $293K
Sivia Capital Partners, LLC 0.06% No change 388 $292K
Slagle Financial, LLC 0.10% Reduce -15.1% 388 $292K
HM Payson & Co. 0.00% Reduce -47.8% 386 $291K
LifeGoal Investments, LLC 0.20% Add +24.9% 386 $291K
eCIO, Inc. 0.14% New 385 $290K
Investor's Fiduciary Advisor Network, LLC 0.06% No change 385 $290K
HHM Wealth Advisors, LLC 0.03% Reduce -21.8% 384 $289K
Wealth Architects, LLC 0.03% No change 382 $288K
Chicago Capital, LLC 0.01% No change 380 $286K
Klingman & Associates, LLC 0.01% Reduce -5.2% 380 $286K
Carrera Capital Advisors 0.05% No change 380 $286K
Ogorek Anthony Joseph /NY/ 0.08% No change 380 $286K
Fulton Breakefield Broenniman LLC 0.02% No change 378 $285K
Viewpoint Capital Management LLC 0.12% No change 377 $284K
Horizon Financial Services, LLC 0.13% Reduce -1.8% 374 $282K
Beacon Wealthcare LLC 0.10% Reduce -1.8% 373 $281K
LaSalle St. Investment Advisors, LLC 0.05% New 374 $281K
Quadrant Private Wealth Management, LLC 0.05% New 371 $280K
Disciplined Investors, L.L.C. 0.18% No change 370 $279K
Castle Rock Wealth Management, LLC 0.06% Add +6.1% 382 $278K
Emissary Wealth LLC 0.23% — 369 $278K
Mma Asset Management LLC 0.10% Reduce -7.8% 369 $278K
New Hampshire Trust 0.05% Reduce -36.1% 368 $277K
Discipline Wealth Solutions, LLC 0.05% New 368 $277K
Capital Analysts, LLC 0.01% Reduce -1.6% 367 $277K
Williams & Novak, LLC 0.21% No change 367 $277K
Fiera Capital Corp 0.00% No change 366 $276K
Wealthstar Advisors, LLC 0.15% Reduce -76.5% 366 $276K
Values First Advisors, Inc. 0.14% Reduce -19.2% 366 $276K
Clarus Wealth Advisors 0.11% No change 360 $275K
Acorn Financial Advisory Services Inc. 0.04% No change 365 $275K
Westfuller Advisors, LLC 0.11% Reduce -3.7% 364 $275K
Apriem Advisors 0.03% No change 364 $274K
Cape Investment Advisory, Inc. 0.08% Add +52.5% 363 $274K
Fire Capital Management LLC 0.14% New 363 $274K
Fiduciary Family Office, LLC 0.08% No change 363 $274K
Burton Enright Welch 0.04% No change 363 $273K
HTG Investment Advisors, Inc. 0.08% No change 363 $273K
X-Square Capital, LLC 0.09% Reduce -1.4% 362 $273K
Quadcap Wealth Management, LLC 0.03% Reduce -58.0% 362 $273K
Cyndeo Wealth Partners, LLC 0.01% Add +0.3% 361 $272K
TruNorth Capital Management, LLC 0.05% No change 360 $272K
Miller Capital Partners, Inc. 0.14% — 360 $271K
Thompson David Blair 0.15% — 359 $271K
Pioneer Wealth Management Group 0.08% No change 359 $271K
49 Wealth Management, LLC 0.02% Reduce -0.8% 359 $270K
Rebalance, LLC 0.02% No change 358 $270K
Weaver Consulting Group 0.07% No change 358 $270K
TKG Advisors, LLC 0.11% Reduce -2.7% 358 $270K
Jericho Financial, LLP 0.16% Reduce -43.6% 355 $268K
Financial Security Advisor, Inc. 0.05% Reduce -5.6% 355 $268K
Huntleigh Advisors, Inc. 0.05% New 354 $267K
Planned Solutions, Inc. 0.09% No change 354 $267K
FSA Advisors, Inc. 0.18% New 7,681 $265K
Maridea Wealth Management LLC 0.04% No change 352 $265K
Drive Wealth Management, LLC 0.05% Add +5.7% 351 $265K
Diversified Management Inc. 0.06% — 351 $265K
Chilton Investment Co. Inc. 0.01% Reduce -14.0% 351 $265K
Neumann Capital Management, LLC 0.08% No change 350 $264K
Verus Financial Partners, Inc. 0.02% Add +17.3% 346 $263K
KRM Wealth Management L.L.C. 0.14% — 349 $263K
Howard Capital Management, LLC 0.00% No change 348 $262K
Bluesphere Advisors LLC 0.12% Add +7.1% 347 $262K
Castlekeep Investment Advisors LLC 0.12% New 347 $262K
WESPAC Advisors SoCal, LLC 0.05% No change 347 $262K
Meridian Wealth Advisors, LLC 0.04% No change 346 $261K
Summa Corp. 0.11% Reduce -22.5% 345 $260K
LBJ Family Wealth Advisors, Ltd. 0.14% Reduce -14.6% 345 $260K
Inscription Capital, LLC 0.03% No change 344 $259K
Delta Investment Management, LLC 0.04% New 344 $259K
Pacific Park Financial, Inc. 0.16% — 343 $259K
AF Advisors, Inc. 0.10% No change 342 $258K
Pitti Group Wealth Management, LLC 0.21% Add +7.9% 342 $258K
HORAN Wealth, LLC 0.04% No change 342 $258K
Clarity Capital Advisors, LLC 0.13% No change 341 $257K
Spreng Capital Management, Inc. 0.10% No change 341 $257K
Trevian Wealth Management LLC 0.12% No change 341 $257K
McDaniel Terry & Co. 0.02% New 340 $256K
Cambient Family Office, LLC 0.04% — 338 $255K
Marin Bay Wealth Advisors, LLC 0.15% — 338 $255K
Cowa, LLC 0.08% New 337 $254K
Intellus Advisors LLC 0.03% No change 337 $254K
Mills Wealth Advisors LLC 0.10% Reduce -0.3% 337 $254K
BCM Advisors, LLC 0.05% Add +6.7% 336 $254K
GenWealth Group, Inc. 0.04% No change 330 $253K
Invesco Ltd. 0.00% New 335 $253K
Canvas Wealth Advisors, LLC 0.04% Reduce -6.4% 334 $252K
Center For Asset Management LLC 0.13% Add +4.4% 334 $252K
Chapman Financial Group, LLC 0.17% Add +13.6% 334 $252K
Cottage Street Advisors LLC 0.11% No change 334 $252K
Cedar Wealth Management, LLC 0.08% No change 333 $251K
Arista Wealth Management, LLC 0.03% New 332 $251K
McGowan Group Asset Management, Inc. 0.03% Add +18.6% 332 $250K
Core Wealth Advisors, Inc. 0.06% No change 331 $250K
RPg Family Wealth Advisory, LLC 0.05% Reduce -4.3% 330 $249K
Resolute Wealth Strategies, LLC 0.11% Reduce -14.3% 329 $248K
Pacific Center for Financial Services 0.06% No change 329 $246K
Next Level Wealth Planning, LLC 0.13% Reduce -7.4% 325 $245K
PICTET BANK & TRUST Ltd 0.29% Reduce -54.4% 324 $244K
GM Advisory Group, LLC 0.01% No change 324 $244K
Athena Wealth Management, LLC 0.24% — 324 $244K
Hopwood Nicholas Hunter 0.08% — 324 $244K
New Republic Capital, LLC 0.07% New 323 $243K
Ballew Advisors, Inc 0.14% Add +1.3% 317 $242K
Perryman Financial Advisory Inc. 0.04% — 321 $242K
Berkshire Asset Management LLC 0.01% No change 320 $241K
Stanich Group LLC 0.18% Add +3.9% 318 $240K
Wolff Wiese Magana LLC 0.13% Reduce -7.3% 318 $240K
Next Level Private LLC 0.06% No change 317 $239K
IMZ Advisory Inc 0.09% No change 317 $239K
Opal Capital LLC 0.06% — 317 $239K
Independence Bank of Kentucky 0.03% No change 316 $238K
Consilio Wealth Advisors, LLC 0.07% Reduce -0.3% 315 $238K
Paragon Private Wealth Management, LLC 0.07% Reduce -39.1% 315 $238K
Bluespring Wealth Management, LLC 0.02% No change 315 $237K
Planning Directions Inc. 0.12% New 315 $237K
Philadelphia Trust Co. 0.02% Add +1.0% 315 $237K
Channel Wealth LLC 0.06% Reduce -1.6% 314 $237K
Burns J W & Co. Inc. 0.03% Add +4.0% 314 $237K
Midwest Financial Group LLC 0.10% No change 313 $236K
ZWJ Investment Counsel Inc. 0.01% Reduce -2.2% 310 $234K
Heritage Wealth Management, Inc. 0.15% Reduce -2.5% 309 $233K
Optimist Retirement Group LLC 0.11% No change 307 $232K
NFSG Corp 0.04% Reduce -1.3% 307 $231K
Alesco Advisors, LLC, An ESL Co 0.01% New 306 $231K
Heritage Family Offices, LLP 0.10% Reduce -1.0% 306 $231K
Unconventional Investor, LLC 0.11% Reduce -6.2% 305 $230K
RKL Wealth Management LLC 0.02% Reduce -6.7% 305 $230K
Callahan Advisors, LLC 0.02% No change 304 $229K
HFG Advisors, Inc. 0.17% No change 304 $229K
Prasad Wealth Partners, LLC 0.06% New 304 $229K
Ranch Capital Advisors Inc. 0.08% Add +0.3% 303 $229K
Dumont & Blake Investment Advisors LLC 0.05% No change 303 $228K
Cedarwood Wealth LLC 0.25% — 299 $227K
5th Street Advisors, LLC 0.11% New 301 $227K
Johnson Financial Group, LLC 0.01% No change 301 $227K
Quest 10 Wealth Builders, Inc. 0.20% No change 300 $226K
Pincus Capital Management, LP 0.15% — 300 $226K
Creegan & Nassoura Financial Group, LLC 0.15% No change 300 $226K
Insight 2811, Inc. 0.10% No change 300 $226K
Aries Wealth Management 0.05% No change 300 $226K
Jackson Hole Capital Partners, LLC 0.04% No change 300 $226K
Whalerock Point Partners, LLC 0.04% No change 299 $225K
Pacific Sage Partners, LLC 0.04% No change 299 $225K
Motco 0.02% No change 299 $225K
Blue Edge Capital, LLC 0.03% New 298 $225K
Gilbert & Cook, Inc. 0.03% Reduce -31.4% 297 $224K
Sachem Hill LLC 0.04% No change 297 $224K
JT Stratford LLC 0.03% No change 297 $224K
Independence Financial Advisors, LLC 0.06% No change 296 $223K
Cranbrook Wealth Management, LLC 0.04% No change 296 $223K
Strategic Point Investment Advisors, LLC 0.03% No change 296 $223K
BlueStem Wealth Partners, LLC 0.02% No change 294 $222K
Boyer Financial Services, Inc. 0.23% — 293 $222K
Henson-Edgewater Management, LLC 0.13% — 292 $220K
Align Financial, LLC 0.13% — 220,100 $220K
Mountain Capital Investment Advisors Inc. 0.04% Add +8.2% 291 $220K
M3 Advisory Group, LLC 0.13% No change 291 $219K
Opus Capital Group, LLC 0.02% No change 291 $219K
Strategic Financial Partners, Ltd. 0.09% No change 290 $219K
VanderPol Investments L.L.C. 0.42% New 290 $219K
LMCG Investments, LLC 0.01% No change 290 $219K
Juno Financial Group LLC 0.09% — 290 $218K
Private Wealth Group, LLC 0.10% No change 289 $218K
Impact Partnership Wealth, LLC 0.03% New 288 $217K
Davis Capital Management 0.15% Reduce -13.8% 287 $216K
Warner Financial, Inc. 0.07% Add +0.3% 287 $216K
Trifecta Capital Advisors, LLC 0.03% Add +333.3% 286 $216K
Cadinha & Co. LLC 0.03% No change 285 $215K
Greenline Wealth Management LLC 0.22% — 285 $215K
Tyche Wealth Partners LLC 0.03% No change 284 $214K
Emprise Bank 0.09% New 284 $214K
Tennessee Valley Asset Management Partners 0.03% No change 284 $214K
Evernest Financial Advisors, LLC 0.04% New 284 $214K
Philip James Wealth Mangement, LLC 0.03% No change 283 $213K
Claris Financial LLC 0.11% Reduce -18.7% 282 $212K
Trillium Asset Management, LLC 0.01% Reduce -2.4% 281 $212K
Bath Savings Trust Co 0.02% No change 281 $212K
Fiduciary Financial Group, LLC 0.03% Add +1.1% 281 $212K
Members Trust Co 0.01% Reduce -9.3% 281 $212K
Oak Asset Management, LLC 0.07% No change 280 $211K
Strategic Planning, Inc. 0.11% New 279 $210K
DT Investment Partners, LLC 0.02% Add +4.1% 279 $210K
SHUTTLEWORTH & Co 0.19% No change 278 $210K
CPC Advisors, LLC 0.02% Reduce -1.4% 278 $210K
Samalin Investment Counsel, LLC 0.07% New 278 $209K
Pinnacle Bancorp, Inc. 0.06% No change 277 $209K
Heartwood Wealth Advisors LLC 0.02% New 276 $208K
ArborFi Advisors, LLC 0.17% Reduce -17.7% 274 $207K
Virtue Capital Management, LLC 0.03% New 273 $206K
Harborfront Financial Group LLC 1.53% — 273 $206K
Indie Asset Partners, LLC 0.23% No change 272 $205K
Headlands Technologies LLC 0.02% Reduce -60.8% 272 $205K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -11.1% 272 $205K
Ally Invest Advisors Inc. 0.01% Reduce -4.9% 272 $205K
Financial Advisors Network, Inc. 0.03% New 272 $205K
Oak Family Advisors, LLC 0.06% No change 271 $204K
Asset Allocation Strategies LLC 0.04% Add +0.4% 271 $204K
Kane Co Wealth Management, Inc. 0.18% — 270 $204K
James J. Burns & Company, LLC 0.03% No change 270 $204K
Prevail Innovative Wealth Advisors, LLC 0.04% No change 269 $203K
Able Wealth Management LLC 0.06% New 268 $202K
Steigerwald, Gordon & Koch Inc. 0.02% No change 268 $202K
Total Clarity Wealth Management, Inc. 0.05% New 267 $202K
Wellington Grp LLC 0.07% — 267 $201K
Private Wealth Asset Management, LLC 0.02% No change 267 $201K
Tortoise Investment Management, LLC 0.02% No change 267 $201K
AssuredPartners Investment Advisors, LLC 0.03% New 266 $201K
Miller Financial Services LLC 0.24% New 266 $201K
Family CFO Inc 0.09% New 266 $201K
New England Asset Management Inc. 0.03% No change 265 $200K
Cullen/Frost Bankers, Inc. 0.00% Add +71.4% 264 $199K
Hantz Financial Services, Inc. 0.00% Reduce -1.5% 261 $197K
Avion Wealth 0.04% Reduce -24.5% 256 $193K
Garner Asset Management Corp 0.07% New 254 $191K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $188K
Nemes Rush Group LLC 0.02% Add +16.4% 248 $187K
Private Wealth Management Group, LLC 0.05% No change 246 $185K
CBIZ Investment Advisory Services, LLC 0.01% Add +16.7% 245 $185K
Pension & Wealth Management Advisors, Inc. 0.05% Reduce -46.2% 241 $182K
Providence Capital Advisors, LLC 0.03% New 237 $179K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 230 $177K
BXM Wealth LLC 0.14% New 37,923 $176K
Park Place Capital Corp 0.04% No change 224 $169K
DecisionPoint Financial, LLC 0.04% Add +3.2% 224 $169K
Hanson & Doremus Investment Management 0.02% No change 218 $164K
Cherry Tree Wealth Management, LLC 0.03% No change 215 $162K
Principia Wealth Advisory, LLC 0.10% Add +2.9% 214 $161K
Coastline Trust Co 0.01% Add +280.0% 209 $158K
Anfield Capital Management, LLC 0.05% No change 208 $157K
Pittenger & Anderson Inc. 0.01% Add +10.7% 207 $156K
Arlington Trust Co LLC 0.02% Reduce -91.1% 205 $155K
Thompson Investment Management, Inc. 0.02% No change 203 $153K
Montag A & Associates Inc. 0.01% No change 199 $150K
Peoples Financial Services Corp. 0.07% No change 198 $149K
Lodestone Wealth Management LLC 0.06% Reduce -59.0% 198 $149K
TOWER TRUST & INVESTMENT Co 0.09% No change 192 $145K
Golden State Wealth Management, LLC 0.02% Add +7.3% 191 $144K
ORG Partners LLC 0.03% No change 191 $144K
Maseco LLP 0.01% Add +19.1% 187 $141K
S.A. Mason LLC 0.06% No change 187 $141K
GHP Investment Advisors, Inc. 0.01% No change 184 $139K
Maryland Capital Advisors Inc. 0.05% Reduce -21.1% 179 $135K
Millstone Evans Group, LLC 0.08% No change 178 $134K
Litman Gregory Wealth Management LLC 0.01% New 175 $132K
MV Capital Management, Inc. 0.01% No change 174 $131K
Cary Street Partners Investment Advisory LLC 0.04% New 172 $130K
West Branch Capital LLC 0.03% No change 167 $126K
Greykasell Wealth Strategies, Inc. 0.05% No change 165 $124K
Elevation Wealth Partners, LLC 0.04% No change 163 $123K
Sherman Asset Management, Inc. 0.10% Reduce -52.6% 161 $121K
Roxbury Financial LLC 0.11% Reduce -3.0% 160 $121K
Keating Financial Advisory Services, Inc. 0.02% — 159 $120K
Pacifica Partners Inc. 0.05% No change 156 $118K
Avalon Trust Co 0.01% Reduce -26.8% 156 $118K
Redwood Park Advisors LLC 0.08% No change 154 $116K
Aventura Private Wealth, LLC 0.04% No change 152 $115K
Triumph Capital Management 0.02% New 152 $115K
Clark Wealth Partners 0.07% No change 149 $112K
American National Bank & Trust 0.01% Reduce -6.3% 148 $112K
Strategic Wealth Partners, Ltd. 0.01% Add +122.7% 147 $111K
Ransom Advisory, Ltd 0.04% New 144 $109K
Schroder Investment Management Group 0.00% No change 143 $108K
Elevate Wealth Advisory, Inc. 0.07% Reduce -65.2% 142 $107K
Godfrey Financial Associates, Inc. 0.09% — 140 $106K
Pinnacle Wealth Planning Services, Inc. 0.01% New 140 $106K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $103K
Halbert Hargrove Global Advisors, LLC 0.00% Add +6.2% 137 $103K
Rialto Wealth Management, LLC 0.02% No change 137 $103K
Peterson Wealth Services 0.03% Add +2150.0% 135 $102K
Barrett & Company, Inc. 0.03% No change 133 $101K
Luminist Capital LLC 0.12% New 130 $98K
Operose Advisors LLC 0.02% No change 127 $96K
Strive Financial Group ,LLC 0.05% — 126 $95K
YANKCOM Partnership 0.04% No change 126 $95K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $94K
Piscataqua Savings Bank 0.07% No change 125 $94K
Robinswood Financial LLC 0.03% No change 115 $87K
Optima Capital LLC 0.04% Reduce -64.2% 115 $87K
Raffa Wealth Management, LLC 0.01% No change 115 $87K
Hilltop National Bank 0.02% No change 111 $84K
Woodside Wealth Management LLC 0.06% No change 109 $82K
CNB Bank 0.03% No change 109 $82K
Curio Wealth, LLC 0.03% Add +664.3% 107 $82K
Arcadia Investment Management Corp. 0.01% No change 103 $78K
Carolina Wealth Advisors, LLC 0.03% No change 103 $78K
NorthAvenue LLC 0.06% — 102 $77K
Byrne Asset Management LLC 0.04% New 101 $76K
Ameritas Investment Partners, Inc. 0.00% No change 101 $76K
Twin Lakes Capital Management, LLC 0.03% No change 100 $75K
Evermay Wealth Management LLC 0.01% No change 100 $75K
IFS Advisors, LLC 0.04% No change 96 $73K
New England Capital Financial Advisors LLC 0.03% No change 96 $73K
Signature Resources Capital Management, LLC 0.04% Add +220.0% 96 $72K
Retirement Wealth Solutions LLC 0.04% No change 94 $71K
KERR FINANCIAL PLANNING Corp 0.10% Add +100.0% 96 $70K
Aviso Financial Inc. 0.00% No change 93 $70K
Murphy & Mullick Capital Management Corp 0.05% Add +441.2% 92 $69K
Colonial Trust Advisors 0.01% No change 91 $69K
IAG Wealth Partners, LLC 0.01% Reduce -26.0% 91 $69K
Orion Capital Management LLC 0.02% No change 89 $67K
Kohmann Bosshard Financial Services, LLC 0.01% New 87 $66K
Paladin Advisory Group, LLC 0.05% No change 86 $65K
Mascoma Wealth Management LLC 0.01% No change 86 $65K
Birchbrook, Inc. 0.03% Add +1.2% 84 $63K
Abound Financial, LLC 0.02% New 81 $61K
Valued Wealth Advisors LLC 0.03% Reduce -14.7% 81 $61K
Beaird Harris Wealth Management, LLC 0.00% No change 80 $60K
GGM Financial LLC 0.03% No change 78 $59K
Evelyn Partners Investment Management Services Ltd 0.01% No change 78 $59K
Horizons Wealth Management 0.04% No change 77 $58K
Global Wealth Strategies & Associates 0.01% Reduce -50.3% 75 $57K
Financial Gravity Asset Management, Inc. 0.01% No change 75 $57K
Game Plan Financial Advisors, LLC 0.02% Reduce -50.0% 74 $56K
Addison Advisors LLC 0.01% No change 73 $55K
Scarborough Advisors, LLC 0.01% No change 72 $54K
Boyd Watterson Asset Management LLC 0.02% No change 71 $54K
BankPlus Trust Department 0.01% No change 70 $53K
Fiduciary Advisors, Inc. 0.04% No change 70 $53K
Planning Project LLC 0.01% — 68 $51K
Clearstead Trust, LLC 0.01% No change 68 $51K
Phillips Financial Management, LLC 0.00% Add +83.3% 66 $50K
WealthCollab, LLC 0.02% New 62 $47K
Versant Capital Management, Inc 0.01% No change 61 $46K
Rice Partnership, LLC 0.01% No change 60 $45K
Old Second National Bank of Aurora 0.01% No change 60 $45K
Bfsg, LLC 0.00% No change 60 $45K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 59 $44K
Bell Investment Advisors, Inc 0.01% Reduce -39.8% 59 $44K
Sawyer & Company, Inc 0.02% No change 58 $44K
EPG Wealth Management LLC 0.01% No change 58 $44K
Duncker Streett & Co. Inc. 0.01% No change 57 $43K
Gleason Group, Inc. 0.00% Reduce -1.8% 56 $42K
United Financial Planning Group LLC 0.03% No change 55 $41K
Toth Financial Advisory Corp. 0.00% Reduce -37.2% 54 $41K
TD Capital Management LLC 0.00% New 53 $40K
MCF Advisors LLC 0.00% New 53 $40K
First Community Trust NA 0.03% No change 53 $40K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -38.4% 53 $40K
Tripletail Wealth Management, LLC 0.05% No change 52 $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% No change 52 $39K
McIlrath & Eck, LLC 0.00% Add +6.1% 52 $39K
Smithfield Trust Co 0.00% Add +116.7% 52 $39K
Horizon Bancorp Inc. 0.02% No change 50 $38K
Kentucky Trust Co 0.02% No change 50 $38K
Turim 21 Investimentos Ltda. 0.01% New 50 $38K
Monetary Management Group Inc. 0.01% Reduce -9.1% 50 $38K
Richardson Capital Management LLC 0.02% Reduce -9.4% 48 $37K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% — 48 $36K
Gables Capital Management Inc. 0.01% No change 47 $35K
Blume Capital Management, Inc. 0.01% No change 45 $34K
Horizon Investments, LLC 0.00% No change 45 $34K
Creative Capital Management Investments LLC 0.01% No change 44 $33K
Evolution Advisers, Inc. 0.01% New 45 $33K
Merited Wealth, LLC 0.03% — 43 $32K
Roble, Belko & Company, Inc 0.00% No change 42 $32K
GW&K Investment Management, LLC 0.00% Add +100.0% 42 $32K
Jessup Wealth Management, Inc 0.01% New 41 $31K
RHL Group, LLC 0.02% — 41 $31K
First Command Advisory Services, Inc. 0.00% No change 41 $31K
Strategic Advocates LLC 0.01% No change 40 $31K
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
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 39 $30K
Wells Financial Advisors INC 0.06% New 39 $29K
WPG Advisers, LLC 0.02% No change 38 $29K
Kingdom Financial Group LLC. 0.01% New 36 $27K
Cornerstone Planning Group LLC 0.00% Reduce -84.8% 34 $26K
Copia Wealth Management 0.02% No change 34 $26K
Kings Path Partners LLC 0.01% No change 34 $26K
Investors Research Corp 0.00% Add +220.0% 32 $24K
Gilpin Wealth Management, LLC 0.02% — 30 $23K
Windsor Advisory Group, LLC 0.02% No change 30 $23K
Eagle Bay Advisors LLC 0.02% New 30 $23K
Winch Advisory Services, LLC 0.00% No change 29 $22K
Key Capital Management, INC 0.02% — 28 $21K
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
Lloyd Advisory Services, LLC. 0.01% New 25 $19K
Birchwood Financial Partners, Inc. 0.02% — 24 $18K
Kilter Group LLC 0.01% Reduce -57.1% 24 $18K
Tucker Asset Management LLC 0.01% New 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
Aberdeen Wealth Management LLC 0.01% New 22 $17K
Ankerstar Wealth, LLC 0.02% — 21 $16K
MTM Investment Management, LLC 0.01% Reduce -12.5% 21 $16K
IFC & Insurance Marketing, Inc. 0.01% — 20 $15K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 20 $15K
Elevated Capital Advisors, LLC 0.00% New 19 $14K
Van Eck Associates Corp. 0.00% Reduce -99.9% 18 $14K
Purpose Unlimited Inc. 0.00% — 18 $14K
Estate Planners Group, LLC 0.01% — 17 $13K
Financial Network Wealth Advisors LLC 0.01% No change 17 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -20.0% 16 $12K
Gen-Wealth Partners Inc 0.00% New 16 $12K
Tompkins Financial Corp. 0.00% New 15 $11K
Financial Avengers, Inc. 0.00% No change 14 $11K
CrossGen Wealth, LLC 0.01% — 13 $10K
Chesapeake Asset Management LLC 0.01% No change 13 $10K
Meramec Financial Planners, LLC 0.00% — 13 $10K
Camelot Portfolios, LLC 0.01% New 12 $9K
Perkins Coie Trust Co 0.00% No change 12 $9K
Evolution Wealth Management Inc. 0.01% No change 11 $8K
Field & Main Bank 0.00% No change 11 $8K
MidFirst Bank 0.00% — 11 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $8K
Islay Capital Management, LLC 0.00% No change 10 $8K
Caldwell Sutter Capital, Inc. 0.00% Add +66.7% 10 $8K
Reyes Financial Architecture, Inc. 0.00% Add +200.0% 9 $7K
Wilkerson Advisory Group LLC 0.00% — 9 $7K
Global Trust Asset Management, LLC 0.00% Reduce -20.0% 8 $6K
University of Texas/Texas Am Investment Management Co. 0.00% New 7 $5K
Centennial Bank 0.00% Reduce -60.0% 6 $5K
Clayton Financial Group LLC 0.00% No change 5 $4K
Truvestments Capital LLC 0.00% Add +66.7% 5 $4K
Oakworth Capital, Inc. 0.00% No change 5 $4K
Fairway Wealth LLC 0.00% New 4 $3K
LM Advisors LLC 0.01% Reduce -23.4% 1,981 $3K
Proathlete Wealth Management LLC 0.00% No change 3 $2K
Bernard Wealth Management Corp. 0.00% No change 3 $2K
Miller Global Investments, LLC 0.00% — 2 $2K
Stephens Consulting, LLC 0.00% No change 2 $2K
Acumen Wealth Advisors, LLC 0.00% — 2 $2K
Prestige Wealth Management Group LLC 0.00% No change 2 $2K
Delta Asset Management LLC 0.00% Add +100.0% 2 $2K

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