Vanguard Info Tech ETFVGTETF

13F holders, Q1 2026 (March 31)
1,989holders −43
93new positions
123sold out
5famous investors
$677.56avg. 13F price*

At the end of Q1 2026, 1,989 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, down 43 from Q4 2025. 93 opened new positions and 123 sold out. The largest holders were Bank of America Corp. ($10.5B), JPMorgan Chase & Co. ($4.3B) and Morgan Stanley ($1.5B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions93$108.8M
Exits123$96.5M

All 13F filers, Q4 2025 → Q1 2026: 2,726,159 shares bought and 2,512,235 shares sold, net +213,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,989 holders

Bank of America Corp. 0.77% Add +1.6% 15,105,780 $10.5B
JPMorgan Chase & Co. 0.29% Add +0.2% 6,430,753 $4.3B
Morgan Stanley 0.09% Reduce -1.4% 2,119,958 $1.5B
UBS Group AG 0.19% Add +0.8% 1,535,654 $1.1B
Wells Fargo & Company 0.21% Reduce -0.7% 1,533,396 $1.1B
LPL Financial LLC 0.23% Reduce -3.8% 1,252,584 $874.0M
PGIM Custom Harvest LLC 8.97% Reduce -1.4% 823,347 $574.5M
Raymond James Financial Inc. 0.17% Add +1.7% 812,460 $566.9M
Royal Bank of Canada 0.10% Reduce -2.7% 726,799 $507.1M
Ameriprise Financial Inc. 0.11% Reduce -3.9% 659,037 $460.2M
Focus Partners Wealth 0.50% Reduce -50.2% 645,906 $447.1M
Northwestern Mutual Wealth Management Co. 0.27% Reduce -1.3% 624,524 $435.7M
Provida Pension Fund Administrator 6.76% Add +29.7% 575,670 $401.7M
Vantagepoint Investment Advisers LLC 2.79% Reduce -14.9% 471,293 $328.8M
HighTower Advisors, LLC 0.31% Add +2.2% 423,182 $295.3M
Stifel Financial Corp. 0.26% Add +0.1% 409,700 $285.9M
Equitable Holdings, Inc. 1.77% Reduce -29.8% 212,727 $274.9M
Envestnet Asset Management Inc. 0.07% Add +5.0% 363,071 $253.3M
Cetera Investment Advisers 0.25% Reduce -0.3% 335,560 $234.1M
Harel Insurance Investments & Financial Services Ltd. 1.44% Reduce -9.4% 305,172 $212.9M
Rockefeller Capital Management L.P. 0.37% Add +4.3% 299,677 $209.1M
PNC Financial Services Group, Inc. 0.12% Reduce -3.9% 298,284 $208.1M
Janney Montgomery Scott LLC 0.48% Add +1.1% 280,153 $195.5M
Russell Investments Group, Ltd. 0.21% Add +0.3% 278,523 $194.3M
Osaic Holdings, Inc. 0.27% Reduce -2.7% 262,382 $183.2M
Northern Trust Corp. 0.02% Add +98.5% 259,166 $180.8M
Cerity Partners LLC 0.25% Reduce -0.8% 249,812 $174.3M
Lido Advisors, LLC 0.60% Add +8.6% 218,616 $152.5M
Nissay Asset Management Corp. /Japan 0.76% No change 204,727 $142.8M
Commonwealth Equity Services, LLC 0.19% Reduce -7.2% 193,577 $135.1M
Truist Financial Corp. 0.17% Reduce -3.3% 175,592 $122.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 10.87% Reduce -1.4% 174,429 $121.7M
Taiyo Life Insurance Co. 13.01% Reduce -20.3% 169,000 $117.9M
Mercer Global Advisors Inc. 0.17% Reduce -32.8% 167,682 $117.0M
Cambridge Investment Research Advisors, Inc. 0.30% Reduce -2.4% 167,353 $116.8M
Compass Financial Group, INC 15.88% Add +5.0% 162,642 $113.5M
Creative Planning 0.08% Add +8.4% 159,803 $111.5M
M&T Bank Corp 0.31% Reduce -2.3% 136,062 $94.9M
Goldman Sachs Group Inc. 0.01% Reduce -3.7% 135,792 $94.7M
Assetmark, Inc. 0.19% Add +16.0% 135,651 $94.6M
71 West Capital Partners 4.16% Add +8.6% 135,405 $94.5M
Armstrong Advisory Group, Inc. 5.98% Reduce -14.7% 127,756 $89.1M
Fifth Third Bancorp 0.15% Add +143.1% 118,764 $82.9M
Brown Advisory Inc. 0.13% Reduce -0.8% 116,061 $81.0M
Bailard, Inc. 1.82% Reduce -0.4% 113,467 $79.2M
Corient Private Wealth LP 0.11% Reduce -2.2% 114,250 $76.9M
NORTHSTAR ASSET MANAGEMENT Co 17.11% Reduce -0.7% 109,159 $76.2M
Beacon Capital Management, Inc. 3.96% Reduce -30.8% 100,828 $70.3M
Kestra Advisory Services, LLC 0.26% Add +22.3% 100,052 $69.8M
Silicon Valley Capital Partners 6.55% Add +1.5% 95,830 $66.9M
Agf Management Ltd. 0.30% Reduce -2.6% 94,283 $65.8M
Mariner, LLC 0.08% Add +4.4% 93,958 $65.6M
Jones Financial Companies LLLP 0.03% Add +19.6% 95,058 $64.8M
Sanctuary Advisors, LLC 0.34% Reduce -0.8% 90,524 $63.2M
Yarbrough Capital, LLC 2.18% No change 89,058 $62.1M
Systematic Alpha Investments, LLC 2.02% Add +700.0% 658,400 $57.4M
WBH Advisory Inc. 4.28% Reduce -8.5% 80,807 $57.1M
MML Investors Services, LLC 0.16% Reduce -7.7% 80,400 $56.1M
FMR LLC 0.00% Add +9.5% 80,160 $55.9M
KCM Investment Advisors LLC 1.78% Reduce -6.7% 76,389 $53.3M
Bank of Montreal 0.02% Add +19.5% 75,107 $52.4M
Spire Wealth Management 1.78% Reduce -10.8% 74,776 $52.2M
MAI Capital Management 0.29% Reduce -1.4% 74,165 $51.7M
Peapack Gladstone Financial Corp. 0.66% Reduce -0.7% 73,957 $51.6M
Apollon Wealth Management, LLC 0.82% Add +3.4% 72,498 $50.6M
Ami Investment Management Inc. 10.99% Add +3.4% 70,076 $48.9M
Fisher Asset Management 0.02% Reduce -1.4% 64,796 $45.2M
Quantinno Capital Management LP 0.07% Add +19.6% 62,946 $43.9M
Private Advisor Group, LLC 0.20% Reduce -2.4% 61,848 $43.2M
Trust Co. of Oklahoma 12.33% Reduce -0.9% 60,663 $42.3M
Hollencrest Capital Management 1.52% Reduce -0.1% 58,735 $41.0M
Park National Corp. 1.25% Add +14.1% 58,574 $40.9M
Captrust Financial Advisors 0.07% Add +84.3% 58,300 $40.7M
Pinnacle Associates Ltd. 0.51% Reduce -1.1% 56,565 $39.5M
Ieq Capital, LLC 0.18% Add +1.7% 54,934 $38.3M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -26.7% 61,356 $38.1M
Elwood & Goetz Wealth Advisory Group, LLC 6.46% Add +4.5% 54,576 $38.1M
Steward Partners Investment Advisory, LLC 0.19% Reduce -2.9% 54,392 $38.0M
CVA Family Office, LLC 3.88% Add +5.8% 52,800 $36.8M
AQR Capital Management 0.02% Add +16.7% 52,596 $36.7M
Citigroup Inc. 0.02% Add +61.1% 51,201 $35.7M
Madison Asset Management, LLC 0.43% Reduce -14.2% 49,886 $34.8M
Johnson Investment Counsel Inc. 0.27% Add +2.3% 47,963 $33.5M
SBI Securities Co., Ltd. 0.92% Reduce -0.9% 47,927 $33.4M
MassMutual Private Wealth & Trust, FSB 0.90% Reduce -0.1% 47,309 $33.0M
EP Wealth Advisors, LLC 0.16% Add +215.4% 46,833 $32.7M
Winthrop Capital Management, LLC 8.24% Reduce -0.3% 45,973 $32.1M
&partners 0.15% Add +4.1% 44,638 $31.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.12% — 44,542 $31.1M
Harbour Investments, Inc. 0.47% Reduce -33.6% 43,372 $30.3M
Circle Wealth Management, LLC 0.43% Reduce -0.3% 43,069 $30.1M
Baird Financial Group, Inc. 0.05% Reduce -4.4% 41,645 $29.1M
Marotta Asset Management 5.32% Reduce -2.5% 40,863 $28.9M
Mokosak Advisory Group, LLC 7.21% Reduce -3.5% 41,215 $28.8M
Susquehanna International Group, LLP 0.04% New 41,294 $28.8M
NewEdge Advisors, LLC 0.10% Add +5.6% 39,379 $27.5M
First Merchants Corp. 1.04% Add +0.7% 39,254 $27.4M
Portfolio Strategies, Inc. 3.35% Reduce -2.0% 38,984 $27.2M
Wiser Wealth Management, Inc 5.83% Add +4.8% 38,762 $27.0M
Keebeck Wealth Management 2.89% Reduce -5.4% 36,809 $25.7M
Enclave Advisors LLC 3.63% Reduce -3.3% 36,510 $25.5M
XML Financial, LLC 2.05% Add +1.1% 36,394 $25.4M
Pathstone Holdings, LLC 0.10% Reduce -0.9% 36,069 $25.2M
FIL Ltd 0.02% Reduce -29.3% 35,544 $24.8M
Gratus Wealth Advisors, LLC 3.48% Reduce -7.6% 34,480 $24.1M
Robertson Stephens Wealth Management, LLC 0.67% Reduce -0.8% 34,059 $23.8M
Wealthfront Advisers LLC 0.05% Add +6.4% 33,630 $23.5M
Stratos Wealth Partners, LTD. 0.27% Reduce -2.1% 33,332 $23.3M
Wealth Group Ltd 5.29% Add +0.9% 33,304 $23.2M
IFP Advisors, Inc 0.48% Add +0.9% 33,120 $23.1M
White Lighthouse Investment Management Inc. 3.13% Reduce -0.9% 32,386 $22.6M
Baker Ellis Asset Management LLC 2.66% Reduce -3.7% 32,173 $22.4M
BBR Partners, LLC 1.25% No change 31,981 $22.3M
Blair William & Co. 0.06% Reduce -5.5% 31,496 $22.0M
Cresset Asset Management, LLC 0.09% Add +5.4% 31,425 $21.9M
Capital Advisors Wealth Management, LLC 2.86% Reduce -19.2% 30,531 $21.3M
Ameritas Advisory Services, LLC 0.83% Reduce -19.9% 30,523 $21.3M
Barings LLC 0.35% Reduce -21.6% 29,983 $20.9M
SCS Capital Management LLC 0.22% Add +1.7% 29,756 $20.8M
Perigon Wealth Management, LLC 0.37% Add +1.6% 29,475 $20.6M
Lowe Brockenbrough & Co. Inc. 1.02% Add +0.4% 29,451 $20.5M
Cornerstone Advisory, LLC 1.93% Add +12.5% 29,196 $20.4M
HB Wealth Management, LLC 0.13% Reduce -0.6% 29,116 $20.3M
Sumitomo Mitsui Financial Group, Inc. 0.41% Add +6.3% 28,943 $20.2M
O'shaughnessy Asset Management, LLC 0.10% Add +44.4% 28,843 $20.1M
Victory Capital Management Inc. 0.01% New 28,324 $19.8M
Financial Perspectives, Inc 5.44% Add +0.5% 27,938 $19.5M
Redstone Wealth Management, LLC 15.48% Add +2.4% 27,848 $19.4M
Anchor Investment Management, LLC 1.62% Reduce -1.8% 27,754 $19.4M
Jane Street Group, LLC 0.02% Add +416.4% 27,438 $19.1M
Welch Capital Partners LLC 4.29% No change 27,310 $19.1M
Oppenheimer & Co. Inc. 0.23% Add +3.8% 27,250 $19.0M
Gotham Asset Management 0.06% Add +18.9% 27,242 $19.0M
AlphaCore Capital LLC 0.45% Reduce -19.5% 27,067 $18.9M
Annex Advisory Services, LLC 0.35% Reduce -2.1% 27,040 $18.9M
Scotia Capital Inc. 0.08% Reduce -11.3% 26,860 $18.7M
J.W. Cole Advisors, Inc. 0.63% Reduce -0.8% 26,718 $18.6M
Brandywine Oak Private Wealth LLC 1.55% Reduce -0.6% 26,408 $18.4M
World Investment Advisors 0.30% Add +0.5% 26,370 $18.4M
Savvy Advisors, Inc. 0.49% Add +14.1% 26,294 $18.3M
Concurrent Investment Advisors, LLC 0.20% Reduce -3.2% 26,209 $18.3M
Fiduciary Trust Co 0.21% Reduce -11.6% 25,936 $18.1M
Founders Grove Wealth Partners, LLC 4.05% Reduce -1.9% 25,552 $17.8M
Sound View Wealth Advisors Group, LLC 1.19% Reduce -1.3% 25,111 $17.5M
Simon Quick Advisors, LLC 0.80% Add +1.9% 24,976 $17.4M
Pioneer Family Office, LLC 12.32% Add +53.2% 24,925 $17.4M
Independent Advisor Alliance 0.19% Add +1067.7% 24,767 $17.3M
Integrated Wealth Concepts LLC 0.14% Add +46.2% 24,668 $17.2M
Junk Investment Group, LLC 8.91% — 24,357 $17.0M
Kestra Private Wealth Services, LLC 0.21% Add +6.6% 24,270 $16.9M
Mgo One Seven LLC 0.34% Add +2.4% 24,216 $16.9M
KTF Investments, LLC 2.89% Reduce -2.5% 24,189 $16.9M
Wheelhouse Advisory Group LLC 5.55% Add +2.2% 23,992 $16.7M
Main Management LLC 1.21% Add +1.3% 23,778 $16.6M
Kwmg, LLC 1.35% Reduce -0.6% 23,218 $16.2M
Curi Capital, LLC 0.29% Reduce -0.0% 23,155 $16.2M
Beacon Pointe Advisors, LLC 0.08% Add +22.8% 22,951 $16.0M
Arkansas Financial Group, Inc. 2.22% Add +6.1% 21,550 $15.9M
Praetorian Wealth Management, Inc. 3.01% Add +2.2% 21,462 $15.9M
Foronjy Financial LLC 6.57% Add +6.3% 22,655 $15.8M
Merit Financial Group, LLC 0.12% Add +7.2% 22,571 $15.7M
Hartford Financial Management Inc. 3.96% Reduce -1.1% 22,254 $15.5M
Curtis Advisory Group, LLC 3.34% No change 22,183 $15.5M
Atria Investments, Inc 0.17% Add +2.5% 22,121 $15.4M
Foundations Investment Advisors, LLC 0.19% Add +7.3% 21,960 $15.3M
Gibraltar Capital Management, Inc. 2.61% Add +4.7% 21,689 $15.1M
Evergreen Capital Management LLC 0.32% Reduce -4.6% 21,285 $14.9M
Madden Advisory Services, Inc. 5.85% Reduce -1.8% 21,282 $14.8M
Leeward Financial Partners, LLC 4.39% Reduce -9.6% 21,175 $14.8M
Beacon Capital Management, LLC 2.60% Reduce -13.6% 21,117 $14.7M
Fifth Third Wealth Advisors LLC 0.50% Add +4.0% 21,101 $14.7M
Jmac Enterprises LLC 2.80% Add +1.1% 20,952 $14.6M
Karpus Management, Inc. 0.45% Reduce -16.4% 20,880 $14.6M
Fca Corp. 4.07% Reduce -0.2% 20,659 $14.4M
Crewe Advisors LLC 1.22% No change 20,552 $14.3M
Dorsey & Whitney Trust CO LLC 0.78% Reduce -2.9% 20,253 $14.1M
BlackRock, Inc. 0.00% Reduce -5.0% 20,241 $14.1M
First Financial Corp. 5.51% Reduce -2.5% 20,097 $14.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +290.4% 19,952 $13.9M
Triangle Securities Wealth Management 3.15% Reduce -1.6% 19,879 $13.9M
Mutual Advisors, LLC 0.29% Add +3.2% 19,647 $13.7M
Sage Mountain Advisors LLC 0.94% No change 19,227 $13.4M
CoreCap Advisors, LLC 0.46% Reduce -0.8% 19,195 $13.4M
Axxcess Wealth Management, LLC 0.43% Reduce -4.2% 19,189 $13.4M
Chatham Capital Group, Inc. 1.93% Reduce -0.1% 19,102 $13.3M
Snowden Capital Advisors LLC 0.35% Reduce -4.0% 18,864 $13.2M
Atlas Legacy Advisors, LLC 2.39% Add +48.7% 25,120 $13.1M
Advisory Services Network, LLC 0.17% Add +1.3% 18,324 $12.8M
Certified Advisory Corp 1.13% Reduce -0.5% 18,120 $12.6M
Magnolia Wealth Management, LLC 7.30% Add +1.3% 17,951 $12.5M
US Bancorp \de 0.01% Reduce -3.4% 17,640 $12.3M
Osbon Capital Management LLC 9.99% Reduce -2.9% 17,538 $12.2M
Hobart Private Capital, LLC 2.39% Reduce -2.1% 17,403 $12.1M
Principle Wealth Partners LLC 0.69% Add +3.0% 17,397 $12.1M
TRUE Private Wealth Advisors 1.16% Reduce -10.8% 17,390 $12.1M
Evelyn Partners Investment Management (Europe) Ltd 4.17% Reduce -1.5% 17,372 $12.1M
Alexander Labrunerie & Co., Inc. 4.48% Reduce -8.1% 17,000 $11.9M
Wilmington Savings Fund Society, FSB 0.28% Reduce -1.4% 16,905 $11.8M
JBR Co Financial Management Inc 4.93% No change 15,633 $11.8M
Farther Finance Advisors, LLC 0.11% Add +5.4% 16,658 $11.8M
Titleist Asset Management, LLC 0.88% Add +1.6% 16,711 $11.7M
First PREMIER Bank 2.68% Reduce -1.5% 16,627 $11.6M
Wall Street Financial Group, Inc. 6.79% Reduce -11.2% 16,432 $11.5M
Flow Traders U.S. LLC 0.36% Add +50.4% 16,430 $11.5M
Bokf, NA 0.17% Reduce -1.1% 16,215 $11.3M
SteelPeak Wealth, LLC 0.35% Add +510.2% 16,085 $11.2M
Retirement Planning Group, LLC 0.35% Add +3.2% 16,070 $11.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -54.1% 16,065 $11.2M
John Boyer, Inc. 11.16% Add +4.3% 15,983 $11.2M
Pinnacle Financial Partners, Inc. 0.08% Add +2.6% 15,761 $11.0M
Capital Planning LLC 3.57% Reduce -4.9% 15,749 $11.0M
Royal Fund Management, LLC 1.04% Add +1.8% 15,508 $10.9M
Glenmede Trust Co. NA 0.05% Add +1.1% 15,509 $10.8M
Prospera Financial Services Inc 0.17% Add +0.7% 15,451 $10.8M
New Insight Wealth Advisors 3.83% Reduce -0.1% 15,300 $10.7M
D.A. Davidson & Co. 0.06% Reduce -2.1% 15,052 $10.5M
Diversify Wealth Management, LLC 0.19% Add +829.2% 101,732 $10.5M
Penobscot Wealth Management 3.10% Reduce -8.2% 15,028 $10.5M
Focused Wealth Management, Inc 1.09% Reduce -0.8% 14,973 $10.4M
Financial Freedom, LLC 5.17% Reduce -0.1% 14,866 $10.4M
Patton Albertson Miller Group, LLC 1.23% Add +0.4% 14,841 $10.4M
Fifth Third Securities, Inc. 0.67% Add +0.7% 14,811 $10.3M
Strengthening Families & Communities, LLC 2.57% Reduce -18.4% 14,759 $10.3M
Olistico Wealth, LLC 5.07% Reduce -12.4% 14,749 $10.3M
SWAN Capital LLC 3.78% Reduce -11.4% 14,724 $10.3M
Independent Financial Group, LLC 0.23% Add +2.0% 14,715 $10.3M
NWF Advisory Services Inc. 1.16% Add +0.1% 14,681 $10.2M
Leavell Investment Management, Inc. 0.42% Reduce -3.2% 14,633 $10.2M
BNP Paribas Financial Markets 0.01% Add +26.2% 14,547 $10.1M
Brookstone Capital Management 0.12% Reduce -17.9% 14,440 $10.1M
Bank of New York Mellon Corp 0.00% Add +8.5% 14,388 $10.0M
Bouchey Financial Group, Ltd. 0.73% Reduce -11.8% 13,428 $9.9M
Summitas Investment Management LLC 7.75% Add +2.9% 14,170 $9.9M
Naples Global Advisors, LLC 0.72% Add +0.2% 14,093 $9.8M
AE Wealth Management LLC 0.05% Add +9.8% 14,037 $9.8M
Perennial Investment Advisors, LLC 0.78% Add +2.0% 14,024 $9.8M
Quaker Wealth Management, LLC 3.05% Reduce -1.6% 14,009 $9.8M
Wedmont Private Capital 0.31% Add +5.3% 13,209 $9.8M
Vermillion Wealth Management, Inc. 3.88% Add +1.3% 13,979 $9.8M
Altura Wealth Advisors Inc. 4.23% Add +0.5% 13,906 $9.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.3% 13,830 $9.6M
VestGen Advisors, LLC 0.27% Add +738.8% 85,561 $9.6M
Haverford Trust Co 0.09% Reduce -0.5% 13,640 $9.5M
CIBC Bancorp USA Inc. 0.01% — 13,609 $9.5M
Moneta Group Investment Advisors LLC 0.07% Add +683.4% 108,498 $9.5M
FPC Investment Advisory, Inc. 4.72% Add +706.0% 90,840 $9.5M
TD Private Client Wealth LLC 0.20% Reduce -0.1% 13,535 $9.4M
Vista Investment Management 3.16% Add +6.6% 13,508 $9.4M
Advisors Capital Management, LLC 0.11% Add +0.1% 13,373 $9.3M
Atlas Capital Advisors Inc. 1.06% Reduce -8.5% 13,313 $9.3M
Cornerstone Advisors Asset Management, LLC 1.43% Add +5.5% 13,306 $9.3M
Waverly Advisors, LLC 0.07% Add +25.3% 13,306 $9.3M
Neuberger Berman Group LLC 0.01% Add +0.5% 12,912 $9.0M
Laurel Oak Wealth Management, LLC 1.51% Add +2.2% 12,876 $9.0M
Aspiriant, LLC 0.26% Reduce -3.3% 12,854 $9.0M
Parallel Advisors, LLC 0.16% Add +4.2% 12,586 $8.8M
Cwm, LLC 0.02% Add +0.4% 12,565 $8.8M
E&G Advisors, LLC 1.93% Reduce -0.7% 12,445 $8.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +28.2% 12,442 $8.7M
NorthRock Partners, LLC 0.14% Add +709.3% 99,329 $8.7M
Kingsview Wealth Management, LLC 0.12% Add +6.0% 12,105 $8.4M
United Capital Financial Advisors, LLC 0.05% Add +2.8% 12,020 $8.4M
Allworth Financial LP 0.03% Add +2.7% 12,017 $8.4M
Vestmark Advisory Solutions, Inc. 0.09% Add +102.3% 11,973 $8.4M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -5.8% 11,872 $8.3M
Dagco, Inc. 1.77% Add +0.8% 11,719 $8.2M
Creative Financial Designs Inc. 0.49% Reduce -5.1% 11,520 $8.0M
Thryve Wealth Management LLC 5.36% Add +33.7% 11,499 $8.0M
Elevation Point Wealth Partners, LLC 0.19% Add +162.7% 11,372 $7.9M
Banque Transatlantique SA 0.19% New 11,322 $7.9M
Bessemer Group Inc. 0.01% Add +79.0% 11,319 $7.9M
Neville Rodie & Shaw Inc. 0.57% No change 11,272 $7.9M
Bravias Capital Group, LLC 5.12% Reduce -19.7% 11,230 $7.8M
Sigma Planning Corp 0.22% Reduce -1.1% 11,188 $7.8M
Banco Santander, S.A. 0.06% Add +15.4% 11,100 $7.7M
Culbertson A N & Co. Inc. 1.00% Reduce -1.4% 11,065 $7.7M
Gladstone Institutional Advisory LLC 0.29% Add +1.6% 11,036 $7.7M
Hancock Whitney Corp. 0.13% Reduce -1.9% 11,034 $7.7M
Security Financial Services, INC. 1.21% No change 11,010 $7.7M
Sequoia Financial Advisors, LLC 0.04% Reduce -3.8% 10,977 $7.7M
Flagship Private Wealth, LLC 3.08% Reduce -4.7% 10,867 $7.6M
Kesler, Norman & Wride, LLC 1.29% Reduce -0.5% 10,758 $7.5M
S&A Financial Services, Inc. 5.11% — 10,670 $7.4M
Signature Estate & Investment Advisors LLC 0.15% Reduce -3.1% 10,650 $7.4M
Greenwood Gearhart LLC 0.39% Reduce -45.0% 10,447 $7.3M
Choreo, LLC 0.09% Reduce -3.3% 10,446 $7.3M
Williams Jones Wealth Management, LLC. 0.09% Reduce -0.8% 10,329 $7.2M
Dougherty & Associates, LLC 6.55% Add +7.5% 10,211 $7.1M
Advantage Trust Co 3.18% Reduce -6.2% 10,169 $7.1M
Joel Isaacson & Co., LLC 0.23% Add +2.1% 9,994 $7.0M
Commerce Bank 0.03% Add +45.1% 9,982 $7.0M
Financial Advisory Partners, LLC 1.97% Add +6.8% 9,970 $7.0M
Flputnam Investment Management Co. 0.10% Reduce -7.2% 9,847 $6.9M
Bartlett & Co. Wealth Management LLC 0.09% Add +695.8% 64,832 $6.8M
Ausdal Financial Partners, Inc. 0.30% Reduce -13.0% 9,579 $6.7M
Oak Harvest Investment Services 0.70% Add +5.8% 9,566 $6.7M
Diversified Enterprises, LLC 0.36% Add +0.5% 9,464 $6.6M
Wealthcare Advisory Partners LLC 0.13% Add +0.9% 9,454 $6.6M
Trinity Legacy Partners, LLC 1.41% Reduce -0.8% 8,469 $6.5M
Tandem Wealth Advisors LLC 2.90% Reduce -29.3% 9,316 $6.5M
NewEdge Wealth, LLC 0.08% Add +1.2% 9,245 $6.5M
Raab & Moskowitz Asset Management LLC 1.42% Reduce -3.3% 9,135 $6.4M
Valley National Advisers Inc. 0.82% Reduce -1.5% 9,122 $6.4M
RCW Management, LLC 6.52% Reduce -0.3% 9,112 $6.4M
Belpointe Asset Management LLC 0.23% Reduce -16.4% 9,109 $6.4M
Ashton Thomas Private Wealth, LLC 0.15% Add +54.6% 9,084 $6.3M
PW Nova Financial Services LLC 1.72% Add +4.8% 9,066 $6.3M
Goepper Burkhardt LLC 2.11% Add +3.2% 9,033 $6.3M
Richmond Brothers, Inc. 4.19% Reduce -2.1% 9,030 $6.3M
Syon Capital LLC 0.32% Reduce -1.9% 9,003 $6.3M
Ridge Creek Global, Inc 5.29% Reduce -1.8% 8,946 $6.2M
OpenArc Corporate Advisory, LLC 0.09% Add +3.9% 8,945 $6.2M
International Assets Investment Management, LLC 0.43% Add +13.5% 8,770 $6.2M
Bank of New Hampshire 1.42% Add +0.6% 8,881 $6.2M
Argo Wealth Advisory, LLC 3.62% Add +0.0% 8,850 $6.2M
Drucker Wealth 3.0, LLC 1.07% Add +2.5% 8,814 $6.2M
Magnus Financial Group LLC 0.50% Reduce -11.3% 8,806 $6.1M
Prime Capital Investment Advisors, LLC 0.07% Reduce -5.5% 8,689 $6.1M
Fairway Financial, LLC 4.57% Reduce -1.8% 8,618 $6.0M
BTG Pactual Asset Management US LLC 0.59% Reduce -1.5% 8,517 $5.9M
Summit Financial, LLC 0.08% Add +1.7% 8,479 $5.9M
Pallas Capital Advisors LLC 0.22% Add +16.1% 8,475 $5.9M
Manchester Capital Management LLC 0.85% Reduce -0.1% 8,462 $5.9M
SeaCrest Wealth Management, LLC 0.63% Reduce -2.9% 8,418 $5.9M
Strategic Blueprint, LLC 0.34% Reduce -1.0% 8,377 $5.8M
Quadrant Capital Group LLC 0.17% Reduce -0.1% 8,345 $5.8M
Evolve Private Wealth, LLC 0.31% Add +27.4% 8,345 $5.8M
Empower Advisory Group, LLC 0.01% Add +15.5% 8,276 $5.8M
Wealthspire Retirement, LLC 0.34% Reduce -2.5% 8,178 $5.7M
Modera Wealth Management, LLC 0.07% Reduce -14.2% 8,170 $5.7M
Rothschild Wealth LLC 0.51% Reduce -1.0% 8,154 $5.7M
Fischer Financial Services, Inc. 1.91% Add +1.4% 8,135 $5.7M
NorthCrest Asset Manangement, LLC 0.18% Reduce -39.8% 7,922 $5.6M
Sound Stewardship, LLC 2.59% Add +2.4% 8,091 $5.6M
GWN Securities Inc. 1.08% Add +2.4% 8,052 $5.6M
CreativeOne Wealth, LLC 0.13% Reduce -12.2% 8,028 $5.6M
Savant Capital, LLC 0.03% Add +32.5% 8,005 $5.6M
Asset One Wealth Management LLC 0.61% Add +235.9% 55,018 $5.6M
Sheridan Capital Management, LLC 2.91% Add +0.2% 7,915 $5.5M
One Charles Private Wealth Services, LLC 1.38% Add +7.3% 7,898 $5.5M
SageGuard Financial Group, LLC 0.85% Add +0.1% 7,864 $5.5M
Hennion & Walsh Asset Management, Inc. 0.18% Add +3.7% 7,811 $5.4M
Connecticut Wealth Management, LLC 0.23% Add +10.8% 7,759 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -4.3% 7,689 $5.4M
Main Street Financial Solutions, LLC 0.39% Add +3.9% 7,688 $5.4M
Kingswood Wealth Advisors, LLC 0.25% Reduce -46.8% 7,655 $5.3M
Waldron Private Wealth LLC 0.21% Add +55.4% 7,620 $5.3M
Marion Wealth Management 1.18% Add +0.6% 7,617 $5.3M
Marshall & Sterling Wealth Advisors Inc. 3.44% Reduce -19.5% 7,542 $5.3M
Orser Capital Management, LLC 3.43% Add +35.9% 7,525 $5.3M
IHT Wealth Management, LLC 0.12% Reduce -6.5% 7,522 $5.2M
Atlantic Family Wealth, LLC 3.78% Add +10.3% 7,506 $5.2M
Summit Trail Advisors, LLC 0.07% Add +1.8% 7,483 $5.2M
Eley Financial Management, Inc 1.88% Reduce -3.3% 7,461 $5.2M
WMG Financial Advisors, LLC 2.17% Add +53.4% 7,457 $5.2M
Hilltop Holdings Inc. 0.47% Reduce -14.4% 7,382 $5.1M
Principal Securities, Inc. 0.08% Add +12.4% 7,357 $5.1M
Sierra Capital LLC 0.56% No change 7,340 $5.1M
Bulwark Capital Corp 3.14% Reduce -3.1% 7,298 $5.1M
MMBG Investment Advisors Co. 0.46% Reduce -1.0% 7,250 $5.1M
Atlantic Union Bankshares Corp 0.10% Add +1.1% 7,244 $5.1M
PeakShares LLC 4.63% Reduce -3.7% 7,222 $5.0M
Freestone Capital Holdings, LLC 0.15% Reduce -1.4% 7,201 $5.0M
Focus Financial Network, Inc. 0.18% Reduce -9.4% 7,119 $5.0M
Ignite Planners, LLC 0.76% Reduce -1.4% 7,088 $4.9M
Avantax Planning Partners, Inc. 0.14% Add +213.5% 7,079 $4.9M
MY Wealth Management Inc. 4.75% Add +6.6% 9,043 $4.9M
Mather Group, Llc. 0.05% Reduce -2.6% 7,005 $4.9M
Stratos Wealth Advisors, LLC 0.30% Add +10.5% 6,976 $4.9M
Davis Investment Partners, LLC 1.71% Reduce -0.9% 6,956 $4.9M
Tandem Investment Partners LLC 4.11% Add +2.3% 6,952 $4.9M
Cardinal Point Capital Management ULC 0.30% Add +12.2% 6,937 $4.8M
Acorn Creek Capital LLC 1.73% Reduce -2.6% 6,927 $4.8M
Fingerlakes Wealth Management, Inc. 3.20% Reduce -3.9% 6,914 $4.8M
Innovative Wealth Building LLC 3.39% Add +13.4% 6,905 $4.8M
Arkadios Wealth Advisors 0.08% Add +10.6% 6,818 $4.8M
Joule Financial, LLC 1.38% Reduce -1.7% 6,768 $4.7M
JM2 Capital Inc. 3.86% Reduce -0.2% 6,672 $4.7M
Chicago Partners Investment Group LLC 0.10% Add +484.6% 45,141 $4.7M
TD Waterhouse Canada Inc. 0.01% Add +10.1% 6,553 $4.6M
Sunbelt Securities, Inc. 0.29% Add +2.6% 6,628 $4.6M
Clifford Group, LLC 3.55% Add +3.1% 6,601 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -42.0% 6,582 $4.6M
HighPoint Advisor Group LLC 0.19% Add +1.7% 6,575 $4.6M
Zhang Financial LLC 0.16% Add +2.5% 6,561 $4.6M
Schnieders Capital Management, Llc. 0.73% Reduce -3.1% 6,553 $4.6M
Asset Management Group, Inc. 0.74% Reduce -1.3% 6,542 $4.6M
Realta Investment Advisors 1.58% Reduce -20.2% 6,530 $4.6M
Index Fund Advisors, Inc. 0.20% Add +0.5% 6,529 $4.6M
Smith, Moore & Co. 0.33% Add +10.9% 6,526 $4.6M
CENTRAL TRUST Co 0.09% Reduce -0.1% 6,507 $4.5M
Caprock Group, LLC 0.11% Reduce -2.6% 6,497 $4.5M
Meitav Investment House Ltd. 0.05% No change 6,478 $4.5M
Sun Group Wealth Partners 3.54% Reduce -6.0% 6,457 $4.5M
Evolution Wealth Advisors, LLC 0.46% Reduce -2.4% 6,408 $4.5M
N.E.W. Advisory Services LLC 0.33% Reduce -0.4% 6,401 $4.5M
Bellevue Asset Management, LLC 2.23% Reduce -1.3% 6,398 $4.5M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -2.7% 6,364 $4.4M
Capital Advisors Inc. 0.07% No change 6,354 $4.4M
McAdam, LLC 0.20% Add +2.0% 6,330 $4.4M
SouthState Bank Corp 0.21% Add +69.9% 6,326 $4.4M
Avidian Wealth Enterprises, LLC 0.14% Reduce -2.3% 6,310 $4.4M
Rehmann Capital Advisory Group 0.23% Reduce -0.1% 6,306 $4.4M
Smith Salley Wealth Management 0.22% Reduce -0.9% 6,305 $4.4M
First Bancorp, Inc 2.18% Reduce -13.7% 6,298 $4.4M
Farmers National Bank 0.97% Reduce -5.5% 6,295 $4.4M
Kovack Advisors, Inc. 0.24% Add +29.0% 6,214 $4.4M
Busey Bank 0.12% Reduce -0.2% 6,277 $4.4M
Wealthspire Advisors, LLC 0.03% Add +10.4% 6,276 $4.4M
Go Invest LLC 1.25% Add +23.5% 6,267 $4.4M
Cathy Pareto & Associates, Inc. 2.90% Reduce -1.4% 6,202 $4.3M
Latko Wealth Management, Ltd. 2.10% Add +23.4% 6,185 $4.3M
Stephens Inc. 0.05% Add +17.7% 6,184 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -23.0% 6,183 $4.3M
MontVue Capital Management, Inc. 2.93% Reduce -0.1% 6,160 $4.3M
Childress Capital Advisors, LLC 0.77% No change 6,141 $4.3M
Vanguard National Trust Co 0.27% — 6,113 $4.3M
Associated Banc-Corp 0.11% Reduce -0.9% 6,076 $4.2M
Theory Financial LLC 1.49% Reduce -15.0% 6,071 $4.2M
Dakota Wealth Management 0.09% Reduce -12.3% 6,028 $4.2M
PCG Asset Management, LLC 3.35% Add +1.6% 5,997 $4.2M
Aptus Capital Advisors, LLC 0.04% Add +9.1% 5,997 $4.2M
Proficio Capital Partners LLC 0.22% Reduce -24.3% 5,961 $4.2M
Patriot Investment Management Group, Inc. 0.26% Reduce -1.2% 5,878 $4.1M
Sharper & Granite LLC 1.40% Reduce -0.4% 5,861 $4.1M
Idaho Trust Co 1.33% Add +1.3% 5,847 $4.1M
RFG Advisory, LLC 0.07% Add +64.4% 5,838 $4.1M
FRG Family Wealth Advisors LLC 0.67% Reduce -11.6% 5,834 $4.1M
Hillcrest Wealth Advisors - NY, LLC 1.65% Add +247.8% 5,825 $4.1M
Vision Retirement, LLC 1.16% Add +9.6% 5,820 $4.1M
Old National Bancorp 0.07% Reduce -4.5% 5,768 $4.0M
Mission Wealth Management, LP 0.08% Reduce -16.2% 5,761 $4.0M
Certior Financial Group, LLC 2.54% Add +5.7% 5,719 $4.0M
FourThought Financial Partners, LLC 0.34% Add +68.0% 5,711 $4.0M
Wolff Financial Management LLC 0.88% Add +0.1% 5,708 $4.0M
Ciovacco Capital Management LLC 2.32% Reduce -0.8% 5,706 $4.0M
High Net Worth Advisory Group LLC 0.92% Reduce -3.8% 5,670 $4.0M
Certuity, LLC 0.26% Reduce -5.4% 5,646 $3.9M
Everest Financial Group LLC 0.65% New 5,643 $3.9M
Centaurus Financial, Inc. 0.19% Reduce -1.0% 5,629 $3.9M
Orographic Financial Advisors, LLC 2.78% — 5,629 $3.9M
Highline Wealth Partners LLC 0.99% Reduce -2.3% 5,562 $3.9M
Simmons Bank 0.26% Reduce -2.0% 5,550 $3.9M
Squarepoint Ops LLC 0.01% Reduce -64.2% 5,524 $3.9M
Physician Wealth Advisors, Inc. 0.54% Add +6.5% 5,511 $3.8M
Jacobi Capital Management LLC 0.21% Reduce -0.9% 5,502 $3.8M
Concentrum Wealth Management 1.12% Add +8.6% 5,457 $3.8M
New England Private Wealth Advisors LLC 0.44% Add +0.0% 5,453 $3.8M
Steel Grove Capital Advisors, LLC 0.40% Add +1.2% 5,407 $3.8M
Quantitative Investment Management, LLC 0.39% New 5,407 $3.8M
Ballast, Inc. 0.85% Add +1.8% 5,273 $3.7M
RBA Wealth Management, LLC 1.32% Reduce -0.2% 5,272 $3.7M
Parker Investment Management, LLC 0.56% Reduce -2.0% 5,254 $3.7M
Salomon & Ludwin, LLC 0.32% Add +0.0% 5,082 $3.6M
Odyssey Capital Advisors, Inc. 3.24% Reduce -7.8% 5,178 $3.6M
Western Wealth Management, LLC 0.14% Add +22.3% 20,460 $3.6M
Insight Advisors, LLC/ PA 0.68% Add +0.3% 5,116 $3.6M
Apollon Financial, LLC 0.49% Reduce -67.8% 5,092 $3.6M
Shira Ridge Wealth Management 1.40% Reduce -0.5% 5,086 $3.5M
Brighton Jones LLC 0.08% New 5,050 $3.5M
CWA Asset Management Group, LLC 0.12% Add +2.8% 5,038 $3.5M
Cozad Asset Management Inc. 0.28% Reduce -0.1% 5,035 $3.5M
Compound Planning, Inc. 0.11% Add +0.7% 5,031 $3.5M
Tower Research Capital LLC (TRC) 0.09% Reduce -53.5% 5,028 $3.5M
Lam Group, Inc. 1.91% Reduce -0.5% 4,983 $3.5M
Houlihan Financial Resource Group, Ltd. 1.35% No change 4,968 $3.5M
Keybank National Association 0.01% Reduce -46.5% 4,928 $3.4M
Wedbush Securities Inc. 0.10% Reduce -25.1% 4,927 $3.4M
Trilogy Capital Inc. 0.15% Reduce -11.9% 4,919 $3.4M
Insigneo Advisory Services, LLC 0.24% Reduce -3.0% 4,912 $3.4M
Smith Asset Management Co., LLC 2.92% Add +5.3% 4,883 $3.4M
StoneX Group Inc. 0.18% Reduce -3.8% 4,881 $3.4M
Daymark Wealth Partners, LLC 0.11% Reduce -7.7% 4,876 $3.4M
St. Nicholas Private Asset Management, Inc. 3.14% Reduce -0.1% 4,806 $3.4M
Institute for Wealth Management, LLC. 0.36% Add +8.6% 4,805 $3.4M
First Horizon Corp. 0.14% Reduce -0.3% 4,763 $3.3M
Bison Wealth, LLC 0.32% Add +680.4% 29,092 $3.3M
Essex Financial Services, Inc. 0.18% Reduce -3.4% 4,712 $3.3M
Mainsail Asset Management, LLC 1.47% Add +0.0% 4,697 $3.3M
Valeo Financial Advisors, LLC 0.08% Reduce -1.1% 4,692 $3.3M
Barclays PLC 0.00% Add +449.1% 4,634 $3.2M
Compass Ion Advisors, LLC 0.31% Add +3.1% 4,621 $3.2M
Rwa Wealth Partners, LLC 0.04% Add +0.1% 4,619 $3.2M
Garde Capital, Inc. 0.19% Add +2.8% 4,612 $3.2M
NBT Bank, N.A. 0.21% Add +267.0% 4,602 $3.2M
JNBA Financial Advisors 0.27% Reduce -0.3% 4,597 $3.2M
Tradition Wealth Management, LLC 0.23% Add +8.4% 4,592 $3.2M
Liberty Wealth Management LLC 0.40% Add +14.0% 4,589 $3.2M
Exchange Traded Concepts, LLC 0.02% Reduce -53.6% 4,564 $3.2M
Transcend Capital Advisors, LLC 0.26% Reduce -15.8% 4,558 $3.2M
Lodestar Private Asset Management LLC 0.31% Add +0.2% 4,554 $3.2M
Peregrine Asset Advisers, Inc. 0.85% Add +9.9% 4,548 $3.2M
Evoke Wealth, LLC 0.06% Reduce -0.1% 4,547 $3.2M
Ascent Group, LLC 0.11% Reduce -2.3% 4,505 $3.1M
John A. Wolfe & Associates, Inc. 4.81% Reduce -2.0% 4,493 $3.1M
Cfo Capital Management LLC 2.56% Reduce -4.5% 4,646 $3.1M
Bridgewater Advisors Inc. 0.18% Add +697.0% 27,210 $3.1M
Ayalon Insurance Comp Ltd. 0.63% Add +3.5% 4,396 $3.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +1.8% 4,394 $3.1M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -8.4% 4,381 $3.1M
L. Roy Papp & Associates, LLP 0.35% No change 4,374 $3.1M
Lanark Financial, Inc. 0.23% Add +1.7% 4,358 $3.0M
Mitchell Sinkler & Starr 1.40% Add +1.2% 4,338 $3.0M
Truepoint, Inc. 0.07% No change 4,307 $3.0M
BLB&B Advisors, LLC 0.12% Reduce -1.4% 4,289 $3.0M
Curated Wealth Partners LLC 0.38% Reduce -0.2% 4,284 $3.0M
Sovran Advisors, LLC 0.23% Add +731.5% 28,961 $3.0M
Integrity Alliance, Llc. 0.11% Reduce -9.2% 4,271 $3.0M
Compass Financial Group, Inc. (Ohio) 2.18% Add +100.4% 4,107 $3.0M
Gateway Wealth Partners, LLC 0.12% Add +148.5% 4,257 $3.0M
First Trust Advisors LP 0.00% Add +93.0% 4,237 $3.0M
Hopwood Financial Services, Inc. 1.98% Reduce -3.0% 4,220 $2.9M
Clearstead Advisors, LLC 0.03% Add +16.1% 4,202 $2.9M
Fiduciary Alliance LLC 0.18% Reduce -2.2% 3,733 $2.9M
Symphony Financial Services, Inc. 1.50% Reduce -3.0% 4,179 $2.9M
Citizens Financial Group Inc. 0.04% Reduce -3.0% 4,175 $2.9M
Rathbones Group PLC 0.01% Reduce -19.0% 4,168 $2.9M
Composition Wealth, LLC 0.04% Reduce -3.3% 4,144 $2.9M
Park Avenue Securities LLC 0.02% Add +6.6% 4,142 $2.9M
National Wealth Management Group, LLC 1.08% Reduce -0.4% 4,141 $2.9M
GTS Securities LLC 0.10% Reduce -80.0% 4,121 $2.9M
Archford Capital Strategies, LLC 0.33% No change 4,120 $2.9M
Apella Capital, LLC 0.04% Add +48.0% 3,564 $2.9M
Griffin Asset Management, Inc. 0.32% Reduce -10.5% 4,109 $2.9M
Strategic Family Wealth Counselors, L.L.C. 0.75% Reduce -4.1% 4,105 $2.9M
VVR Holdings LLC 1.48% Add +6.1% 4,101 $2.9M
LPWM LLC 0.72% Add +23.1% 4,092 $2.9M
HRT Financial LP 0.01% New 4,092 $2.9M
Center for Financial Planning, Inc. 0.30% Reduce -0.2% 4,060 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +0.3% 4,023 $2.8M
PFG Advisors 0.14% Add +3.1% 4,019 $2.8M
CMG Global Holdings, LLC 1.34% Reduce -26.7% 4,017 $2.8M
Great Valley Advisor Group, Inc. 0.05% Add +26.6% 3,978 $2.8M
Absolute Capital Management, LLC 0.92% Add +4.6% 3,967 $2.8M
Arax Advisory Partners 0.08% Add +62.6% 3,942 $2.8M
LBMC Investment Advisors, LLC 0.17% Add +35.7% 3,888 $2.7M
Checchi Capital Advisers, LLC 0.19% Reduce -1.4% 3,884 $2.7M
Goldstone Financial Group, LLC 0.29% Reduce -5.4% 3,841 $2.7M
TruWealth Advisors, LLC 0.13% Add +3.1% 3,832 $2.7M
Bright Financial Advisors, Inc. 1.22% Add +0.7% 3,826 $2.7M
NWM Advisors, LLC 2.43% Add +4.1% 3,827 $2.7M
GC Wealth Management RIA, LLC 0.11% Add +2.5% 3,783 $2.6M
Stonebridge Financial Planning Group, LLC 0.96% Reduce -7.4% 3,738 $2.6M
Global Wealth Management, LLC 1.40% Reduce -7.4% 3,688 $2.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.7% 3,688 $2.6M
Capital Management Associates, Inc 0.58% Add +8.7% 3,683 $2.6M
Tsfg, LLC 0.39% Reduce -5.4% 3,677 $2.6M
Leelyn Smith, LLC 0.36% No change 3,655 $2.6M
Wesbanco Bank Inc. 0.07% Add +6.3% 3,649 $2.5M
Harbor Asset Planning, Inc. 2.14% Add +1.1% 3,642 $2.5M
Crestwood Advisors Group, LLC 0.04% Reduce -7.0% 3,627 $2.5M
One Capital Management, LLC 0.07% Add +11.7% 3,625 $2.5M
GPM Growth Investors, Inc. 1.06% Add +3.7% 3,607 $2.5M
Christensen, King & Associates Investment Services, Inc. 1.07% Reduce -0.7% 3,577 $2.5M
Tower View Wealth Management LLC 1.26% Add +1.8% 3,523 $2.5M
Affinity Capital Advisors, LLC 0.34% Add +28.1% 3,497 $2.4M
Franklin Resources Inc. 0.00% Add +5.8% 3,487 $2.4M
Vise Technologies, Inc. 0.05% No change 3,226 $2.4M
Strategic Investment Solutions, Inc. 0.58% Reduce -18.0% 3,452 $2.4M
W Advisors, LLC 1.24% Reduce -1.9% 3,453 $2.4M
Synergy Financial Group, LTD 1.81% Add +2.5% 3,450 $2.4M
Brookwood Investment Group LLC 0.31% Add +0.1% 3,430 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +121.3% 3,410 $2.4M
LOM Asset Management Ltd 0.68% Reduce -2.0% 3,405 $2.4M
Hazlett, Burt & Watson, Inc. 0.74% No change 3,391 $2.4M
Snowwater Investment Partners, LLC 2.23% Reduce -2.0% 3,384 $2.4M
Heritage Investment Group, Inc. 0.36% Add +0.3% 3,370 $2.4M
tru Independence LLC 1.16% Reduce -8.0% 3,368 $2.4M
Lazard Asset Management LLC 0.00% Reduce -5.7% 3,363 $2.3M
Gross & Hartman Investments LLC 1.22% Add +46.9% 3,363 $2.3M
Wealth Management Associates, Inc. 0.80% Add +5.4% 3,338 $2.3M
Cannell & Spears LLC 0.05% Reduce -6.5% 3,337 $2.3M
Benjamin Edwards Inc. 0.02% Reduce -31.0% 3,325 $2.3M
Betterment LLC 0.00% Reduce -16.9% 3,322 $2.3M
Clifford Swan Investment Counsel LLC 0.08% Reduce -0.2% 3,321 $2.3M
OneDigital Investment Advisors LLC 0.02% Add +7.4% 3,304 $2.3M
City State Bank 0.60% Add +7.0% 3,302 $2.3M
Allianz Asset Management GmbH 0.00% Reduce -84.4% 3,300 $2.3M
Deutsche Bank AG 0.00% No change 3,275 $2.3M
Whittier Trust Co. 0.03% Reduce -13.5% 3,188 $2.3M
Bragg Financial Advisors, Inc 0.07% Reduce -0.8% 3,256 $2.3M
Birchcreek Wealth Management, LLC 1.09% Reduce -1.7% 3,255 $2.3M
Soltis Investment Advisors LLC 0.15% Reduce -42.5% 3,233 $2.3M
Sowell Financial Services LLC 0.08% Add +72.6% 3,226 $2.3M
Darrow Company, Inc. 1.01% No change 3,363 $2.2M
MBL Wealth, LLC 0.17% Reduce -0.5% 3,214 $2.2M
Evercore Wealth Management, LLC 0.03% No change 3,175 $2.2M
Carnegie Investment Counsel 0.04% Add +31.6% 3,173 $2.2M
Brooklyn Investment Group 0.07% Add +21.2% 3,173 $2.2M
Ballentine Partners, LLC 0.03% Add +90.7% 3,170 $2.2M
Cora Capital Advisors LLC 0.72% Add +0.2% 3,136 $2.2M
Visionary Wealth Advisors 0.10% Add +66.8% 3,132 $2.2M
Tucker Asset Management LLC 0.65% Add +12895.8% 3,119 $2.2M
First National Trust Co 0.07% Add +16.4% 3,115 $2.2M
Meridian Wealth Management, LLC 0.08% Reduce -0.8% 3,105 $2.2M
Black Diamond Financial, LLC 0.24% Add +0.6% 3,093 $2.2M
Evanson Asset Management, LLC 0.12% Add +0.2% 3,088 $2.2M
Davis R M Inc. 0.04% Reduce -0.7% 3,082 $2.2M
Blackston Financial Advisory Group, LLC 1.34% Add +0.9% 3,072 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -3.9% 3,070 $2.1M
Panoramic Investment Advisors, LLC 1.16% Add +1.1% 3,065 $2.1M
Highland Financial Advisors, LLC 0.56% Add +12.6% 3,064 $2.1M
Atticus Wealth Management, LLC 0.58% Reduce -1.6% 3,063 $2.1M
Premier Path Wealth Partners, LLC 0.28% Reduce -6.2% 3,059 $2.1M
Tritonpoint Wealth, LLC 0.23% Reduce -0.1% 3,052 $2.1M
Calamos Wealth Management LLC 0.07% Add +29.3% 3,045 $2.1M
Calamos Advisors LLC 0.01% New 3,045 $2.1M
Marex Group Ltd 0.02% No change 3,042 $2.1M
Kirtland Hills Capital Management, LLC 0.67% New 20,462 $2.1M
Hanover Advisors Inc. 0.85% No change 3,014 $2.1M
Natixis Advisors, LLC 0.00% Add +2.7% 24,007 $2.1M
SOA Wealth Advisors, LLC. 0.39% Reduce -3.8% 2,985 $2.1M
PFG Investments, LLC 0.10% Reduce -47.0% 2,980 $2.1M
Guardian Capital, LLC 1.98% Reduce -21.7% 2,963 $2.1M
Meridian Investment Counsel Inc. 0.49% No change 2,943 $2.1M
Retireful, LLC 2.89% Add +7.4% 2,941 $2.1M
Sagespring Wealth Partners, LLC 0.04% Reduce -13.3% 2,936 $2.0M
CWS Financial Advisors, LLC 0.52% Reduce -0.6% 2,928 $2.0M
Indiana Trust & Investment Management Co 0.63% No change 2,928 $2.0M
Larson Financial Group LLC 0.07% Add +15.8% 2,925 $2.0M
KDK Private Wealth Management, LLC 1.87% Add +2.6% 2,922 $2.0M
Pathway Financial Advisors LLC 0.25% No change 2,852 $2.0M
Nwam LLC 0.12% Add +0.6% 2,908 $2.0M
HF Advisory Group, LLC 0.69% Reduce -6.1% 2,903 $2.0M
Schrum Private Wealth Management LLC 1.54% Reduce -2.1% 2,889 $2.0M
Finward Bancorp 1.60% Add +1.9% 2,860 $2.0M
Sovereign Financial Group, Inc. 0.35% Add +9.8% 2,843 $2.0M
One Day In July LLC 0.16% Add +0.0% 2,806 $2.0M
North Star Investment Management Corp. 0.12% Add +10.8% 2,803 $2.0M
Entrewealth, LLC 0.88% No change 2,798 $2.0M
Bayshore Capital Advisors, LLC 0.82% Reduce -5.5% 2,794 $1.9M
Midwest Trust Co 0.02% Reduce -8.8% 2,791 $1.9M
Traynor Capital Management, Inc. 0.12% Reduce -11.0% 2,906 $1.9M
Next Capital Management LLC 0.59% No change 2,773 $1.9M
Flagship Harbor Advisors, LLC 0.09% Add +6.3% 2,770 $1.9M
Cardiff Park Advisors, LLC 0.15% Reduce -14.6% 2,762 $1.9M
Signature Equity Partners, LLC 1.03% Add +10.2% 2,757 $1.9M
Blue Trust, Inc. 0.02% Add +7.2% 2,755 $1.9M
Money Concepts Capital Corp. 0.11% Add +6.5% 2,748 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -57.6% 2,747 $1.9M
Dunhill Financial, LLC 0.45% Add +72.6% 2,745 $1.9M
Valmark Advisers, Inc. 0.02% No change 2,744 $1.9M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -11.0% 2,742 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Reduce -1.1% 2,739 $1.9M
CRA Financial Services, LLC 0.25% Reduce -2.1% 2,738 $1.9M
RiverFront Investment Group, LLC 0.03% Add +16.4% 2,719 $1.9M
IMC-Chicago, LLC 0.03% New 2,715 $1.9M
Signal Advisors Wealth, LLC 0.13% Add +7.4% 2,711 $1.9M
Affiance Financial, LLC 0.31% No change 2,709 $1.9M
Systelligence, LLC 0.37% Reduce -5.2% 2,709 $1.9M
Tudor Investment Corporation 0.01% New 2,706 $1.9M
Rolek Wealth Management LLC 1.35% Reduce -2.3% 2,704 $1.9M
CDKV Holdings LLC 1.65% Reduce -0.4% 2,698 $1.9M
Citizens National Bank Trust Department 0.31% Reduce -5.3% 2,683 $1.9M
Union Savings Bank 0.82% No change 2,674 $1.9M
AlTi Global, Inc. 0.04% Add +0.1% 2,671 $1.9M
Unique Wealth, LLC 0.26% Reduce -2.9% 2,668 $1.9M
Florida Trust Wealth Management Co 0.05% Add +159.6% 2,632 $1.8M
Krilogy Financial LLC 0.06% Reduce -11.7% 2,315 $1.8M
Pacific Sun Financial Corp 0.88% Add +3.1% 2,617 $1.8M
National Philanthropic Trust 0.02% Reduce -2.5% 2,604 $1.8M
Capital Square, LLC 0.83% Add +666.2% 17,332 $1.8M
Gryphon Financial Partners LLC 0.19% Add +2.0% 2,578 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -6.0% 2,578 $1.8M
Safe Harbor Family Capital, LLC 1.40% Add +23.8% 2,557 $1.8M
HBW Advisory Services LLC 0.19% Add +19.2% 2,555 $1.8M
Convergence Financial, LLC 0.19% Add +127.6% 2,884 $1.8M
Community Bank, N.A. 0.21% Reduce -5.0% 2,540 $1.8M
Peachtree Investment Partners, LLC 0.68% Reduce -6.6% 2,538 $1.8M
Pines Wealth Management, LLC 0.57% Add +11.9% 2,536 $1.8M
Regions Financial Corp. 0.01% Reduce -10.3% 2,512 $1.8M
Bay Harbor Wealth Management, LLC 0.45% No change 2,495 $1.7M
Cahill Financial Advisors Inc. 0.19% Add +2.8% 2,492 $1.7M
Rinkey Investments 0.44% Add +37.2% 2,491 $1.7M
Baker Avenue Asset Management, LP 0.04% Reduce -19.1% 2,488 $1.7M
Cornerstone Wealth Management, LLC 0.09% Reduce -10.9% 2,484 $1.7M
Retirement Guys Formula LLC 0.80% Reduce -9.6% 2,478 $1.7M
JB Capital LLC 0.07% Add +8.7% 2,463 $1.7M
Autumn Glory Partners, LLC 0.63% No change 2,462 $1.7M
Moseley Investment Management Inc. 0.54% Reduce -6.6% 2,445 $1.7M
Round Rock Advisors LLC 0.26% Reduce -8.8% 2,439 $1.7M
Triad Wealth Partners, LLC 0.13% Add +112.9% 2,436 $1.7M
Keystone Financial Group 0.12% Add +246.7% 7,855 $1.7M
Kathmere Capital Management, LLC 0.10% Add +221.6% 2,428 $1.7M
Beacon Financial Advisory LLC 0.38% Add +3.5% 2,427 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +5.6% 2,419 $1.7M
Berkeley Capital Partners, LLC 0.39% Reduce -1.6% 2,416 $1.7M
Security National Bank of So Dak 0.81% Add +0.9% 2,409 $1.7M
American Trust 0.15% Reduce -22.4% 2,406 $1.7M
Venture Visionary Partners LLC 0.06% Reduce -7.5% 2,403 $1.7M
Zullo Investment Group, Inc. 0.63% Reduce -3.5% 2,382 $1.7M
Brown Brothers Harriman & Co. 0.01% No change 2,378 $1.7M
WJ Financial Advisors LLC 1.32% Reduce -0.4% 2,348 $1.6M
Cary Street Partners Financial LLC 0.04% Reduce -50.6% 2,337 $1.6M
Embree Financial Group 0.19% Add +0.2% 2,334 $1.6M
Rockwood Wealth Management, LLC 0.12% Reduce -25.8% 2,328 $1.6M
Regent Peak Wealth Advisors LLC 0.33% Reduce -1.0% 2,322 $1.6M
Ritholtz Wealth Management 0.03% Reduce -8.3% 2,303 $1.6M
Trust Point Inc. 0.14% No change 2,279 $1.6M
Secure Asset Management, LLC 0.25% Add +3.6% 2,275 $1.6M
Long Island Wealth Management, Inc. 0.73% Add +7.3% 2,264 $1.6M
McNaughton Wealth Management, LLC 0.65% Reduce -4.6% 2,259 $1.6M
Stock Yards Bank & Trust Co. 0.05% Add +23.9% 2,256 $1.6M
Kellett Wealth Advisors, LLC 0.85% Add +5.0% 2,244 $1.6M
QRG Capital Management, Inc. 0.02% Add +99.6% 2,240 $1.6M
Ascent Wealth Partners, LLC 0.18% Reduce -0.5% 2,229 $1.6M
Plancorp, LLC 0.04% Reduce -0.3% 2,092 $1.6M
Resolute Advisors LLC 0.64% Reduce -50.5% 2,222 $1.6M
Cadent Capital Advisors, LLC 0.41% Add +0.1% 2,202 $1.5M
American Institute for Advanced Investment Management, LLP 0.99% Reduce -1.4% 2,197 $1.5M
Elevatus Welath Management 0.80% Reduce -4.7% 2,192 $1.5M
Arwa LLC 0.75% Reduce -13.3% 2,041 $1.5M
BOK Financial Private Wealth, Inc. 0.09% Add +19.7% 2,162 $1.5M
Choate Investment Advisors 0.03% No change 2,155 $1.5M
Cascades Capital Asset Management, LLC 0.64% Add +1.7% 2,153 $1.5M
Maripau Wealth Management LLC 0.65% Add +6.9% 2,127 $1.5M
Orleans Capital Management Corp. 1.00% No change 2,123 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Add +77.2% 2,114 $1.5M
Banco BTG Pactual S.A. 0.29% New 2,104 $1.5M
Riverbend Wealth Management, LLC 0.91% Add +2.7% 2,099 $1.5M
OneAscent Financial Services LLC 0.08% Add +1.1% 2,095 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +28.5% 2,078 $1.5M
Level Four Advisory Services, LLC 0.05% Add +97.1% 2,068 $1.4M
Regal Investment Advisors LLC 0.08% Reduce -2.8% 2,064 $1.4M
Advisory Advocates, LLC 1.47% Reduce -0.9% 2,061 $1.4M
Private Wealth Advisors, LLC 0.40% Reduce -1.9% 2,059 $1.4M
Madison Wealth Partners, Inc 0.23% Add +7.2% 2,050 $1.4M
Gill Capital Partners, LLC 0.41% No change 2,050 $1.4M
Falcon Wealth Planning 0.10% Reduce -2.9% 2,047 $1.4M
Pure Financial Advisors, LLC 0.02% Reduce -7.4% 2,035 $1.4M
Blue Fin Capital, Inc. 0.23% Add +11.0% 2,035 $1.4M
Coldstream Capital Management Inc. 0.02% Add +3.9% 2,031 $1.4M
Berger Financial Group, Inc 0.08% Add +0.5% 2,031 $1.4M
JTC Employer Solutions Trustee Ltd 0.12% No change 2,028 $1.4M
Cassaday & Co Wealth Management LLC 0.03% No change 2,028 $1.4M
Innovative Asset Advisors Group, LLC 0.82% — 2,025 $1.4M
Mainstream Capital Management LLC 0.94% Reduce -0.6% 2,016 $1.4M
Retirement Planning Co of New England, Inc. 0.57% Add +0.3% 2,014 $1.4M
RM Financial Services, LLC 1.21% Add +13.3% 2,012 $1.4M
APS Management Group, Inc. 1.20% Add +1.5% 2,010 $1.4M
Riversedge Advisors, LLC 0.23% No change 2,001 $1.4M
Financial Consulate, Inc. 0.17% No change 1,999 $1.4M
Key Financial Inc 0.25% Add +3.1% 1,999 $1.4M
Birch Hill Investment Advisors LLC 0.06% Add +9.0% 1,995 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -24.5% 1,986 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -1.9% 1,828 $1.4M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -84.1% 2,060 $1.4M
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -17.8% 1,969 $1.4M
ATX Financial Planning, LLC 1.04% Add +4.1% 1,967 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -0.1% 1,966 $1.4M
Warwick Investment Management, Inc. 0.20% Reduce -0.6% 1,957 $1.4M
Christine Messmer PC 0.87% Reduce -1.1% 1,951 $1.4M
Leo H. Evart, Inc. 1.16% — 1,937 $1.4M
Riverpoint Wealth Management Holdings, LLC 0.29% Add +0.1% 1,937 $1.4M
Greenleaf Trust 0.01% Add +5.5% 1,932 $1.3M
Signaturefd, LLC 0.02% Reduce -11.9% 1,932 $1.3M
Americana Partners, LLC 0.04% Add +4.4% 1,931 $1.3M
Doliver Advisors, LP 0.31% No change 1,927 $1.3M
Allied Investment Advisors, LLC 0.19% No change 1,924 $1.3M
Bogart Wealth, LLC 0.05% Add +12.3% 1,924 $1.3M
SmartHarvest Portfolios, LLC 0.56% Add +7.6% 1,915 $1.3M
Advocate Investing Services LLC 1.13% Reduce -0.5% 1,914 $1.3M
HCR Wealth Advisors 0.14% Add +1.7% 1,905 $1.3M
Aventus Investment Advisors, Inc. 1.12% Reduce -0.1% 1,905 $1.3M
Unique Wealth Strategies, LLC 0.54% Reduce -2.1% 1,904 $1.3M
M Holdings Securities, Inc. 0.09% New 11,539 $1.3M
Castle Wealth Management LLC 0.43% Reduce -4.5% 1,893 $1.3M
PDS Planning, Inc 0.09% Add +0.5% 1,882 $1.3M
Wealth Watch Advisors, INC 0.55% Add +5.2% 1,876 $1.3M
Advisory Alpha, LLC 0.04% Reduce -5.3% 1,873 $1.3M
Cibc World Market Inc. 0.00% Add +6.0% 14,953 $1.3M
Security National Bank of Sioux City Iowa 0.77% Add +18.5% 1,867 $1.3M
BIP Wealth, LLC 0.05% Reduce -88.5% 1,866 $1.3M
WealthCare Investment Partners, LLC 0.36% Reduce -8.0% 1,816 $1.3M
Towerpoint Wealth, LLC 0.52% Reduce -14.9% 1,860 $1.3M
Telos Capital Management, Inc. 0.12% Reduce -7.1% 1,859 $1.3M
Main Street Group, LTD 0.41% Add +5.0% 1,859 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -54.0% 1,852 $1.3M
Conservest Capital Advisors, Inc. 0.12% Add +1.1% 1,848 $1.3M
Relyea Zuckerberg Hanson LLC 0.13% No change 1,843 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.25% No change 1,839 $1.3M
BOS Asset Management, LLC 0.33% No change 1,819 $1.3M
Rockland Trust Co. 0.05% Reduce -0.2% 1,801 $1.3M
Bluedoor Private Wealth, LLC 0.58% Reduce -4.6% 1,799 $1.3M
TAGStone Capital, Inc. 0.44% Add +0.1% 1,794 $1.3M
HUB Investment Partners, LLC 0.03% Add +17.2% 1,789 $1.2M
Advisor OS, LLC 0.09% New 1,786 $1.2M
Ethos Capital Management, Inc. 1.07% Reduce -22.3% 1,784 $1.2M
Miramontes Capital, LLC 0.43% Add +2.2% 1,782 $1.2M
Fortis Capital Advisors, LLC 0.16% Add +3.7% 1,777 $1.2M
Kiley Juergens Wealth Management, LLC 0.22% New 1,772 $1.2M
Bank Pictet & Cie (Europe) AG 0.03% Add +60.3% 1,760 $1.2M
Addison Capital Co 0.22% New 1,758 $1.2M
17 Capital Partners, LLC 0.63% Add +6.3% 1,758 $1.2M
Chesapeake Wealth Management 0.38% No change 1,757 $1.2M
Aviso Wealth Management 0.55% Reduce -0.6% 1,753 $1.2M
Heritage Trust Co 0.12% Add +6.6% 1,735 $1.2M
Cookson Peirce & Co. Inc. 0.05% Add +4.1% 1,723 $1.2M
Northwest Wealth Advisors, LLC 0.86% Add +2.1% 1,716 $1.2M
Oxford Financial Group, LTD. LLC 0.06% No change 1,713 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -0.2% 1,713 $1.2M
Capstone Wealth Management Group, LLC 0.50% No change 1,706 $1.2M
Redwood Investment Management, LLC 0.15% Reduce -0.1% 1,697 $1.2M
Family Office Research LLC 0.51% Reduce -5.5% 1,696 $1.2M
Capital Squared Financial LLC 0.90% Reduce -9.3% 1,695 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +3.0% 1,692 $1.2M
Moment Partners, LLC 0.21% Reduce -13.6% 1,691 $1.2M
Sunrise Financial Services, LLC 0.83% Reduce -9.3% 1,686 $1.2M
Garrison Point Advisors, LLC 0.53% Reduce -0.3% 1,677 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -67.0% 1,672 $1.2M
Tranquilli Financial Advisor LLC 0.68% Reduce -68.2% 1,671 $1.2M
Gallacher Capital Management LLC 0.45% No change 1,669 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.39% Add +0.1% 1,666 $1.2M
IPG Investment Advisors LLC 0.20% No change 1,638 $1.1M
Confluence Wealth Services, Inc. 0.04% Add +0.1% 1,637 $1.1M
Sequent Planning LLC 0.27% Add +2.3% 1,627 $1.1M
Accurate Wealth Management, LLC 0.14% Add +0.2% 1,526 $1.1M
Two Sigma Securities, LLC 0.13% Reduce -33.0% 1,623 $1.1M
Per Stirling Capital Management, LLC. 0.12% Add +251.4% 1,613 $1.1M
Valley Wealth Managers, Inc. 0.07% Reduce -10.8% 1,611 $1.1M
Market Street Wealth Management Advisors LLC 0.18% No change 1,606 $1.1M
AA Financial Advisors, LLC 0.16% Add +0.1% 1,602 $1.1M
Colter Lewis Investment Partners LLC 1.05% No change 1,601 $1.1M
Manning & Napier Advisors LLC 0.02% Add +8.0% 1,600 $1.1M
Csenge Advisory Group 0.05% Reduce -10.5% 1,582 $1.1M
Hershey Financial Advisers, LLC 0.95% Reduce -36.4% 1,575 $1.1M
McKinley Carter Wealth Services, Inc. 0.06% Add +5.5% 1,575 $1.1M
McClarren Financial Advisors, Inc. 0.65% Reduce -75.7% 1,574 $1.1M
McGuire Investment Group, LLC 0.12% Reduce -25.5% 1,572 $1.1M
Level Wealth Management LLC 0.51% Reduce -11.2% 1,569 $1.1M
Journey Advisory Group, LLC 0.09% Reduce -3.0% 1,569 $1.1M
MOR Wealth Management, LLC 0.50% Reduce -1.3% 1,567 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.0% 1,563 $1.1M
Goelzer Investment Management, Inc. 0.05% Reduce -0.3% 1,564 $1.1M
Trivant Custom Portfolio Group, LLC 0.59% Add +34.7% 1,554 $1.1M
Red Lighthouse Investment Management, LLC 0.37% No change 1,553 $1.1M
VSM Wealth Advisory, LLC 0.32% Add +1.4% 1,550 $1.1M
Angeles Wealth Management, LLC 0.06% No change 1,547 $1.1M
Ledyard National Bank 0.09% Reduce -0.6% 1,546 $1.1M
Beacon Investment Advisory Services, Inc. 0.04% Reduce -10.2% 1,545 $1.1M
Bensler, LLC 0.11% Reduce -2.1% 1,545 $1.1M
Applied Capital LLC 0.40% New 1,541 $1.1M
Forum Financial Management, LP 0.02% Add +22.3% 1,538 $1.1M
Sherry Group, Inc. 1.16% Reduce -1.0% 1,527 $1.1M
Plante Moran Financial Advisors, LLC 0.07% No change 1,514 $1.1M
Cypress Wealth Services, LLC 0.15% Reduce -1.8% 1,511 $1.1M
Strategies Wealth Advisors, LLC 0.11% Reduce -8.0% 1,503 $1.0M
Redhawk Wealth Advisors, Inc. 0.12% Reduce -4.6% 1,502 $1.0M
Westmount Partners, LLC 0.26% Add +11.1% 1,500 $1.0M
Brown, Lisle/Cummings, Inc. 0.26% Add +3.8% 1,500 $1.0M
KFG Wealth Management, LLC 0.13% Reduce -0.3% 1,492 $1.0M
Zacks Investment Management 0.01% Reduce -1.7% 1,487 $1.0M
Kropog Financial Group, LLC 0.84% Reduce -3.8% 1,485 $1.0M
Total Investment Management Inc. 0.12% Add +3.7% 1,485 $1.0M
Coastal Bridge Advisors, LLC 0.07% Reduce -1.3% 1,482 $1.0M
May Hill Capital, LLC 0.26% Add +3.0% 1,480 $1.0M
First American Trust, FSB 0.07% Reduce -6.0% 1,475 $1.0M
North Forty Two & Co. 0.95% Add +0.4% 1,472 $1.0M
Rothschild Investment LLC 0.05% Reduce -15.8% 1,462 $1.0M
Nicolet Bankshares Inc. 0.04% Reduce -21.3% 1,455 $1.0M
Appleton Partners Inc. 0.07% Reduce -2.3% 1,460 $1.0M
Bedel Financial Consulting, Inc. 0.12% Add +0.7% 1,454 $1.0M
Wellspring Financial Advisors, LLC 0.08% Add +3.0% 1,454 $1.0M
Latitude Advisors, LLC 0.46% Reduce -2.5% 1,454 $1.0M
Fairview Capital Investment Management, LLC 0.06% Reduce -1.0% 1,452 $1.0M
Nilsine Partners, LLC 0.08% Add +596.4% 9,680 $1.0M
Grove Street Fiduciary, LLC 0.44% Add +1.3% 1,446 $1.0M
Maia Wealth LLC 0.17% Add +3.1% 1,446 $1.0M
WNY Asset Management, LLC 0.10% — 1,443 $1.0M
SYM FINANCIAL Corp 0.10% Reduce -4.8% 1,437 $1.0M
Merkkuri Wealth Advisors LLC 0.66% Add +0.1% 1,431 $998K
AlphaStar Capital Management, LLC 0.07% Reduce -0.3% 1,426 $995K
Comprehensive Financial Planning, Inc. 0.68% Add +0.1% 1,415 $988K
Inspire Advisors, LLC 0.08% Reduce -31.2% 1,416 $988K
GenTrust, LLC 0.04% No change 1,411 $985K
Sageworth Trust Co 0.04% No change 1,410 $984K
Fulton Bank, N.A. 0.03% No change 1,410 $984K
Cutler Investment Counsel LLC 0.10% Reduce -0.3% 1,410 $984K
Kintra Wealth, LLC 0.07% New 1,409 $983K
Nova Wealth Management, Inc. 0.64% Reduce -0.8% 1,405 $980K
Sunflower Bank, N.A. 0.25% Add +10.2% 1,404 $980K
Legacy Edge Advisors, LLC 0.10% Add +3.4% 1,402 $978K
Lauer Wealth, LLC 0.78% Add +182.1% 1,320 $976K
Altus Wealth Management, LLC 0.43% Reduce -7.0% 1,393 $972K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 1,392 $971K
2UniFi Bank 0.47% Add +2.2% 1,390 $970K
Topsail Wealth Management, LLC 0.14% Add +0.1% 1,387 $968K
Daybright Advisory Services, Inc. 0.27% Reduce -8.8% 1,385 $966K
Archer Investment Management, LLC 0.40% New 1,379 $962K
Wilson & Boucher Capital Management, LLC 0.64% No change 1,375 $959K
Shepherd Financial Partners LLC 0.09% No change 1,372 $957K
Avior Wealth Management, LLC 0.03% Add +3.1% 1,369 $955K
Mill Creek Capital Advisors, LLC 0.02% Reduce -33.4% 1,368 $954K
Legacy Advisors, LLC 0.11% Add +0.1% 1,358 $947K
Salem Investment Counselors Inc. 0.03% Reduce -1.4% 1,357 $947K
Trust Co. of Toledo NA 0.09% No change 1,349 $941K
Narus Financial Partners, LLC 0.25% Add +4.3% 1,343 $937K
NorthLanding Financial Partners, LLC 0.75% Reduce -0.9% 1,341 $935K
Selective Wealth Management, Inc. 0.28% Add +528.9% 9,062 $935K
Debussy Capital Management LP 0.13% Reduce -34.8% 1,337 $933K
Indivisible Partners 0.08% Add +0.1% 1,334 $931K
FSM Wealth Advisors, LLC 0.12% Reduce -5.3% 1,333 $930K
Alteri Wealth LLC 0.30% Add +6.7% 1,332 $929K
Journey Strategic Wealth LLC 0.02% Add +30.6% 1,329 $927K
Guardsman Private Capital Management, Inc. 0.72% New 1,325 $925K
Union Bancaire Privee, UBP SA 0.01% Add +24.0% 1,381 $923K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.5% 1,322 $922K
Southland Equity Partners LLC 0.18% Add +2.5% 1,317 $919K
Parsons Capital Management Inc. 0.04% Reduce -3.9% 1,316 $918K
Waters Parkerson & Co., LLC 0.05% No change 1,316 $918K
Southern Capital Advisors, LLC 0.43% No change 1,314 $917K
Simplicity Wealth,LLC 0.05% Reduce -33.4% 1,314 $917K
Ancora Advisors LLC 0.02% Add +27.1% 1,313 $916K
Chokshi & Queen Wealth Advisors, Inc 0.49% No change 1,303 $909K
Clare Market Investments LLC 0.19% — 1,300 $907K
Red Door Wealth Management, LLC 0.09% Add +0.1% 1,300 $907K
Sigma Investment Counselors Inc. 0.05% Reduce -25.4% 1,297 $905K
Leo Wealth, LLC 0.07% Reduce -2.0% 1,296 $904K
United Advisor Group, LLC 0.11% Add +9.7% 1,292 $902K
XY Planning Network, Inc. 0.14% Add +105.3% 1,271 $898K
Mfa Wealth Advisors, LLC 0.18% Reduce -2.6% 1,287 $898K
Greenhouse Wealth Management, LLC 0.56% No change 1,286 $898K
Holderness Investments Co. 0.18% Add +2.7% 1,284 $896K
Bell Bank 0.04% No change 1,281 $894K
Passive Capital Management, LLC. 0.27% Reduce -0.1% 1,280 $893K
SVB Wealth LLC 0.06% Add +121.5% 1,280 $893K
Clark Capital Management Group, Inc. 0.01% Add +2.7% 1,273 $889K
Empowered Funds, LLC 0.01% Reduce -30.1% 1,272 $888K
Xcelsior Advisor Partners LLC 0.34% Add +0.6% 1,271 $887K
Tempo Wealth, LLC 0.15% Reduce -6.1% 1,269 $885K
Sentinel Trust Co. Lba 0.09% New 1,263 $881K
Inspirion Wealth Advisors, LLC 0.11% Add +24.2% 1,261 $880K
Capital Investment Advisory Services, LLC 0.06% Reduce -2.4% 1,257 $877K
Performance Wealth Partners, LLC 0.03% Reduce -0.9% 1,255 $876K
M.E. Allison & Co., Inc. 0.58% No change 1,253 $875K
Arkos Global Advisors 0.11% Reduce -22.8% 1,251 $873K
HRC Wealth Management, LLC 0.41% Add +5.9% 1,251 $873K
CCG Wealth Management, LLC 0.24% Add +119.3% 1,250 $872K
Noesis Capital Mangement Corp. 0.13% Add +0.8% 1,248 $870K
Private Wealth Partners, LLC 0.07% No change 1,245 $869K
Chapin Davis, Inc. 0.19% Add +5.9% 1,242 $867K
Patrick M Sweeney & Associates, Inc. 0.55% Add +0.6% 1,236 $862K
Midwestern Financial, LLC 0.68% Add +0.1% 1,231 $859K
Albion Financial Group 0.06% Reduce -0.8% 1,229 $857K
Norden Group LLC 0.08% New 1,224 $854K
Tidemark, LLC 0.22% Reduce -4.3% 1,222 $853K
RAM Investment Partners, LLC 0.15% Reduce -14.1% 1,222 $853K
Bonfire Financial 0.64% Add +0.1% 1,217 $849K
R. W. Roge & Company, Inc. 0.40% No change 1,215 $847K
Financial Insights, Inc. 0.27% Add +0.2% 1,213 $846K
Accretive Wealth Partners, LLC 0.24% No change 1,211 $845K
Richmond Investment Services, LLC 0.14% Add +14.7% 1,211 $845K
Facet Wealth, Inc. 0.01% Add +43.2% 1,203 $839K
Biltmore Family Office, LLC 0.12% Reduce -8.0% 1,202 $839K
Woodmont Investment Counsel LLC 0.05% Reduce -1.4% 1,198 $836K
Cambria Investment Management, L.P. 0.05% Reduce -6.1% 1,192 $832K
Sonata Capital Group Inc. 0.30% Add +4.0% 1,185 $827K
State Street Corp. 0.00% Reduce -9.2% 1,180 $823K
Wingate Wealth Advisors, Inc. 0.44% Add +0.1% 1,177 $821K
Eagle Strategies LLC 0.10% Reduce -0.2% 1,176 $821K
Scissortail Wealth Management, LLC 0.16% No change 1,176 $821K
Peak Retirement Planning, Inc. 0.16% Reduce -4.9% 1,168 $815K
Canal Capital Management, LLC 0.11% Add +155.4% 1,167 $814K
Aegis Wealth Management, Inc. 0.64% Add +3.9% 1,162 $811K
Diversified Trust Co. 0.01% No change 1,161 $810K
Geneos Wealth Management Inc. 0.02% Reduce -14.6% 1,156 $807K
Financial Guidance Group, Inc. 0.32% No change 1,156 $807K
Concord Wealth Partners 0.10% Add +4.8% 1,155 $806K
Argent Trust Co 0.03% Reduce -1.0% 1,152 $804K
Rare Wolf Capital LLC 0.52% No change 1,151 $803K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +2.7% 1,151 $803K
Heritage Wealth Advisors 0.03% Add +18.9% 1,146 $800K
Modern Wealth Management, LLC 0.01% Reduce -15.8% 1,128 $797K
First Growth Capital LLC 0.72% No change 1,123 $794K
Physicians Financial Services, Inc. 0.22% No change 1,135 $792K
Thoroughbred Financial Services, LLC 0.05% Reduce -0.2% 1,128 $787K
Outlook Wealth Advisors, LLC 0.19% Reduce -48.0% 1,126 $786K
Lake Street Private Wealth, LLC 0.10% Reduce -7.3% 1,125 $785K
Clear Retirement Advice LLC 0.62% No change 1,124 $784K
Prairiewood Capital, LLC 0.23% New 1,121 $782K
North Star Asset Management Inc. 0.03% Reduce -79.0% 1,120 $781K
Verus Capital Partners, LLC 0.05% Add +8.2% 1,118 $780K
Luts & Greenleigh Group, Inc. 0.62% Reduce -1.4% 1,114 $777K
Cornerstone National Bank & Trust Co 0.29% New 1,100 $777K
Hoxton Planning & Management, LLC 0.23% Reduce -22.3% 1,113 $777K
Everhart Financial Group, Inc. 0.07% No change 1,112 $776K
Mission Creek Capital Partners, Inc. 0.15% Add +1.0% 1,110 $774K
MPS Loria Financial Planners, LLC 0.20% Add +0.2% 1,110 $774K
Citadel Advisors 0.00% Reduce -98.6% 1,109 $774K
Bayban 0.67% No change 1,105 $771K
Howe & Rusling Inc. 0.05% Add +7.4% 1,097 $766K
Becker Capital Management Inc. 0.02% Reduce -0.6% 1,097 $765K
High Note Wealth, LLC 0.15% Add +5.5% 1,096 $765K
Redwood Financial Network Corp 0.50% Reduce -47.0% 1,094 $763K
Liberty Square Wealth Partners LLC 0.21% No change 1,090 $761K
KMG Fiduciary Partners, LLC 0.06% Reduce -1.0% 1,090 $761K
Charter Oak Capital Management, LLC 0.06% Reduce -21.4% 1,090 $761K
Councilor Wealth, LLC 0.37% No change 1,087 $759K
Claret Asset Management Corp 0.09% Reduce -0.6% 1,088 $759K
Curran Financial Partners, LLC 0.14% Reduce -95.3% 1,083 $756K
Howard Wealth Management, LLC 0.32% Add +2.8% 1,078 $753K
UMB Bank, n.a. 0.01% No change 1,078 $752K
Ascentis Independent Advisors 0.06% Add +34.5% 1,077 $751K
Wealth Effects LLC 0.27% No change 1,076 $751K
Collaborative Wealth Managment Inc. 0.35% Reduce -7.5% 1,076 $751K
Advyzon Investment Management, LLC 0.07% Reduce -42.0% 1,074 $750K
Vickerman Investment Advisors, Inc. 0.16% No change 1,074 $749K
Destiny Wealth Partners, LLC 0.08% New 1,074 $749K
Hamilton Wealth, LLC 0.15% New 1,070 $747K
Donalies Financial Planning, LLC 0.63% Reduce -4.1% 1,066 $744K
Segment Wealth Management, LLC 0.04% Reduce -25.0% 1,064 $742K
Earned Wealth Advisors, LLC 0.05% Add +8.0% 1,063 $742K
National Bank of Canada 0.00% Add +10.7% 1,060 $739K
Kraematon Investment Advisors, Inc. 0.60% Reduce -1.8% 1,053 $735K
Sandy Cove Advisors, LLC 0.22% Add +16.4% 1,048 $731K
Alchemi Wealth, LLC 0.41% Add +1.8% 1,047 $731K
Calder Financial LLC 0.72% Reduce -14.1% 1,033 $730K
RB Capital Management, LLC 0.16% Add +2.5% 1,045 $729K
J. Derek Lewis & Associates Inc. 0.16% Add +11.3% 1,042 $727K
Roble, Belko & Company, Inc 0.09% Add +2380.9% 1,042 $727K
Texas Capital Bank Wealth Management Services Inc 0.04% No change 1,035 $722K
Chris Bulman Inc 0.31% Add +3.3% 1,030 $719K
American Capital Advisory, LLC 0.29% No change 1,027 $717K
Sterling Capital Management LLC 0.01% Add +0.3% 1,025 $715K
Financial Council, LLC 0.28% No change 1,024 $714K
Financial Engines Advisors L.L.C. 0.00% Add +97.7% 8,187 $714K
October Effect Ltd 0.82% Reduce -2.4% 1,023 $714K
Adkins Seale Capital Management LLC 0.70% Add +8.3% 1,022 $713K
Colonial Trust Co / SC 0.10% No change 1,022 $713K
HighRoad Wealth Advisors, LLC 0.70% Reduce -0.8% 1,020 $712K
Canvas Wealth Advisors, LLC 0.12% Add +205.4% 1,020 $712K
Smartleaf Asset Management LLC 0.03% Add +18.3% 1,062 $710K
Mascagni Wealth Management, Inc. 0.51% Add +0.1% 1,017 $709K
Twin Peaks Wealth Advisors, LLC 0.18% No change 1,016 $709K
Delta Financial Advisors LLC 0.18% No change 1,012 $706K
Bare Financial Services, Inc 0.19% Add +3.2% 1,005 $701K
Ingalls & Snyder LLC 0.02% No change 1,005 $701K
Advisory Resource Group 0.12% Reduce -8.8% 1,001 $698K
Bawa N Mallick Trust 0.29% No change 1,000 $698K
Gilman Hill Asset Management, LLC 0.11% Reduce -5.8% 1,000 $698K
Quintet Private Bank (Europe) S.A. 0.05% Reduce -50.0% 1,000 $698K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,000 $698K
Dorato Capital Management 0.51% Reduce -4.8% 941 $695K
Balance Wealth Partners LLC 0.22% Add +5.9% 993 $693K
Keel Point, LLC 0.05% No change 994 $693K
LightSquare Wealth Management, LLC 0.52% — 992 $692K
Silverlake Wealth Management LLC 0.15% Add +0.4% 991 $692K
PKS Advisory Services, LLC 0.16% Reduce -0.8% 991 $692K
UNIVEST FINANCIAL Corp 0.04% No change 991 $691K
Calton & Associates, Inc. 0.10% Add +6.7% 990 $691K
Hilton Head Capital Partners, LLC 0.39% Add +3.3% 990 $691K
Prosperity Consulting Group, LLC 0.03% No change 988 $689K
Range Advisory, LLC 0.13% Reduce -7.2% 985 $687K
Patten & Patten Inc. 0.04% No change 984 $687K
Matrix Private Capital Group LLC 0.33% Add +10.8% 983 $686K
Graves Light Lenhart Wealth, Inc. 0.07% No change 980 $684K
NorthCoast Asset Management LLC 0.02% Add +39.1% 974 $680K
Verdence Capital Advisors LLC 0.04% Reduce -2.1% 973 $679K
Stratos Investment Management, LLC 0.03% Add +4.2% 973 $679K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -68.1% 992 $675K
TD Asset Management Inc 0.00% New 965 $673K
Mosaic Advisors LLC 1.01% Add +700.0% 6,464 $673K
Hudock, Inc. 0.10% Reduce -0.8% 963 $672K
Squire Investment Management Company, LLC 0.19% Reduce -0.5% 961 $670K
Founders Financial Alliance, LLC 0.12% Add +22.6% 959 $669K
Crews Bank & Trust 0.10% Add +25.0% 959 $669K
Integral Investment Advisors, Inc. 0.17% No change 958 $669K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -53.6% 956 $667K
FAS Wealth Partners, Inc. 0.04% Add +3.0% 954 $666K
Chemung Canal Trust Co. 0.13% No change 954 $666K
Flagship Wealth Advisors, LLC 0.29% Reduce -54.8% 1,000 $663K
Private Trust Co. NA 0.06% Reduce -1.3% 950 $663K
Charter Research & Investment Group, Inc. 0.44% Reduce -8.2% 950 $663K
Lynx Investment Advisory 0.32% Add +0.1% 949 $662K
Empirical Asset Management, LLC 0.17% Reduce -96.2% 948 $662K
Farmers & Merchants Investments Inc. 0.02% No change 944 $659K
Eagle Bay Advisors LLC 0.58% Add +3040.0% 942 $657K
IVC Wealth Advisors LLC 0.29% Reduce -0.4% 941 $657K
Myecfo, LLC 0.27% Reduce -2.6% 938 $654K
Rakuten Securities, Inc. 0.27% Add +10.9% 935 $652K
Quantum Private Wealth, LLC 0.20% No change 930 $649K
Sepio Capital, LP 0.04% No change 927 $647K
BCGM Wealth Management, LLC 0.16% No change 927 $647K
Headinvest, LLC 0.13% No change 926 $646K
Marble Harbor Investment Counsel, LLC 0.07% No change 925 $645K
CFS Investment Advisory Services, LLC 0.04% No change 799 $644K
Peoples Bank 0.39% Reduce -5.8% 922 $643K
Kane Investment Management, Inc. 0.33% Reduce -4.5% 957 $643K
Welch Group, LLC 0.02% Reduce -19.5% 922 $643K
Everett Harris & Co. 0.01% No change 919 $641K
Eclectic Associates Inc. 0.08% Reduce -1.1% 916 $639K
Lunt Capital Management, Inc. 0.25% No change 915 $638K
D'Orazio & Associates, Inc. 0.08% No change 915 $638K
Red Mountain Financial, LLC 0.60% Add +3.0% 914 $638K
MOKAN Wealth Management Inc. 0.28% Reduce -95.1% 910 $635K
Montis Financial, LLC 0.13% No change 910 $635K
LMG Wealth Partners, LLC 0.12% No change 909 $634K
Aspen Investment Management Inc 0.19% Add +0.1% 909 $634K
Onyx Bridge Wealth Group LLC 0.07% Reduce -18.2% 906 $632K
Johnson Financial Group, Inc. 0.02% Add +18.0% 903 $630K
SP Asset Management LLC 0.06% Add +0.1% 901 $628K
Coquina Private Wealth LLC 0.50% Reduce -6.3% 899 $627K
Koshinski Asset Management, Inc. 0.04% Add +0.1% 898 $626K
Acropolis Investment Management, LLC 0.03% Add +0.7% 893 $623K
Orcam Financial Group 0.44% Add +21.1% 891 $622K
Continuum Advisory, LLC 0.06% Add +1.6% 888 $620K
Riverview Capital Advisers, LLC 0.21% Add +0.1% 886 $618K
Optiver Holding B.V. 0.02% New 886 $618K
Alpha Financial Partners LLC 0.37% Add +5.0% 885 $618K
Financial Life Advisors 0.19% Reduce -0.8% 885 $617K
Mengis Capital Management, Inc. 0.11% Reduce -3.8% 883 $616K
Evelyn Partners Investment Management LLP 0.02% Add +0.9% 881 $615K
HBK Sorce Advisory LLC 0.01% Add +678.2% 5,424 $610K
Integris Wealth Management, LLC 0.14% Reduce -11.2% 874 $610K
Avestar Capital, LLC 0.04% Reduce -6.1% 873 $610K
Woodward Diversified Capital, LLC 0.28% Reduce -67.4% 755 $608K
Clearwater Capital Advisors, LLC 0.05% No change 871 $608K
Twin Focus Capital Partners, LLC 0.07% No change 870 $607K
Integrity Financial Corp 0.30% No change 867 $605K
Eubel Brady & Suttman Asset Management Inc. 0.08% No change 864 $603K
St Germain D J Co. Inc. 0.02% No change 859 $599K
Eastern Bank 0.01% Add +17.0% 859 $599K
Fonville Wealth Management LLC 0.11% Reduce -28.7% 859 $599K
Fidelis Capital Partners, LLC 0.04% Reduce -2.5% 858 $599K
Monograph Wealth Advisors, LLC 0.06% Reduce -4.3% 857 $598K
Mayfair Advisory Group, LLC 0.21% Add +0.1% 857 $598K
JFS Wealth Advisors, LLC 0.03% No change 853 $595K
Ellevest, Inc. 0.08% Reduce -17.9% 851 $594K
American Investment Services, Inc. 0.13% Add +2.2% 849 $592K
Banque Pictet & Cie SA 0.01% Add +64.8% 849 $592K
Rossby Financial, LCC 0.12% Add +13.9% 835 $590K
Private Client Services, LLC 0.18% No change 845 $589K
Caitlin John, LLC 0.35% Add +8.3% 840 $586K
J. L. Bainbridge & Co., Inc. 0.05% Reduce -2.6% 839 $585K
Fairvoy Private Wealth, LLC 0.14% Reduce -14.8% 836 $583K
Holistic Financial Partners 0.22% Reduce -6.3% 834 $582K
Silvercrest Asset Management Group LLC 0.00% Reduce -25.3% 829 $578K
Burney Co./ 0.02% Add +0.7% 827 $577K
Fragasso Financial Advisors Inc 0.03% Add +0.1% 802 $574K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -24.5% 823 $574K
RFG Holdings, Inc. 0.14% Add +0.1% 822 $574K
Stevens Capital Partners 0.14% Reduce -8.6% 823 $574K
Capital Analysts, LLC 0.02% Add +123.7% 821 $573K
Strait & Sound Wealth Management LLC 0.22% Add +6.2% 819 $572K
EverSource Wealth Advisors, LLC 0.02% Add +0.3% 818 $570K
Silver Oak Securities, Incorporated 0.04% Reduce -73.1% 817 $570K
Belvedere Trading LLC 0.08% New 816 $569K
Hudson Capital Management LLC 0.15% Reduce -3.0% 815 $569K
McCollum Christoferson Group LLC 0.17% Reduce -29.2% 809 $564K
Sterling Investment Counsel, LLC 0.16% No change 809 $564K
Keudell/Morrison Wealth Management 0.11% Add +3.9% 805 $562K
Fischer Investment Strategies, LLC 0.33% Reduce -27.8% 804 $561K
Legacy Wealth Management, LLC / MS 0.16% No change 803 $561K
LexAurum Advisors, LLC 0.07% — 803 $560K
Wescott Financial Advisory Group, LLC 0.05% Add +83.5% 802 $559K
Soundwatch Capital LLC 0.07% Reduce -22.8% 801 $559K
American Asset Management Inc. 0.48% Add +33.3% 800 $558K
Tred Avon Family Wealth, LLC 0.19% New 800 $558K
Penobscot Investment Management Company, Inc. 0.04% No change 793 $553K
Tannin Capital LLC 0.40% Reduce -7.8% 792 $553K
Alliancebernstein L.P. 0.00% Reduce -43.8% 733 $553K
VERITY Wealth Advisors 0.37% No change 790 $551K
Grey Fox Wealth Advisors, LLC 0.11% No change 788 $550K
Lauterbach Financial Advisors, LLC 0.27% No change 787 $549K
Slagle Financial, LLC 0.18% Add +102.8% 787 $549K
Werba Rubin Papier Wealth Management 0.08% Reduce -25.7% 786 $549K
WealthBridge Capital Management, LLC 0.13% No change 786 $548K
Meridian Wealth Partners, LLC 0.08% Add +28.4% 786 $548K
Safeguard Investment Advisory Group, LLC 0.15% Reduce -13.4% 785 $547K
Kickstand Ventures, Llc. 0.12% No change 784 $547K
Sfmg, LLC 0.04% Add +4.0% 782 $546K
Trexquant Investment LP 0.00% Add +12.7% 782 $546K
Gradient Investments LLC 0.01% Add +73.8% 782 $545K
Galvin, Gaustad & Stein, LLC 0.04% No change 781 $545K
Asset Planning Services Inc. /La/ 0.24% Reduce -4.3% 775 $541K
Beckerman Institutional, LLC 0.29% No change 773 $539K
Aprio Wealth Management, LLC 0.03% Add +2.3% 771 $538K
Paragon Financial Partners, Inc. 0.31% Add +0.1% 699 $538K
Proffitt & Goodson Inc. 0.08% Add +61.8% 770 $537K
Ferguson Wellman Capital Management, Inc. 0.01% No change 770 $537K
Fortitude Advisory Group L.L.C. 0.24% No change 768 $536K
Wealth Advisors Northwest LLC 0.22% Reduce -0.1% 768 $536K
1834 Investment Advisors Co. 0.07% No change 768 $536K
Hamilton Point Investment Advisors, LLC 0.08% No change 768 $536K
Procyon Advisors, LLC 0.03% Add +3.4% 766 $535K
United Community Bank 0.18% Add +11.7% 765 $534K
Arrowroot Family Office, LLC 0.18% Add +10.9% 763 $533K
Elm Partners Management LLC 0.02% Add +23.0% 6,361 $532K
Everpar Advisors LLC 0.18% Add +13.2% 762 $532K
Legacy Financial Group, Inc. 0.14% No change 762 $531K
FWL Investment Management, LLC 0.12% Add +9.2% 761 $531K
Endeavor Private Wealth, Inc. 0.15% Add +58.7% 760 $530K
Aaron Wealth Advisors LLC 0.03% No change 760 $530K
Millennium Capital Advisors, LLC 0.33% Add +0.1% 759 $530K
Spirepoint Private Client, LLC 0.05% No change 759 $530K
GSG Advisors LLC 0.14% Add +0.5% 757 $528K
Activest Wealth Management 0.09% Add +10.7% 757 $528K
Sweeney & Michel, LLC 0.16% Reduce -15.2% 696 $528K
Legacy Wealth Advisors, LLC 0.27% No change 756 $527K
Correct Capital Wealth Management 0.10% No change 751 $524K
Meeder Advisory Services, Inc. 0.02% Add +3.0% 751 $524K
Chemistry Wealth Management LLC 0.09% No change 750 $523K
Caldwell Trust Co 0.05% No change 750 $523K
My Personal CFO, LLC 0.23% No change 748 $522K
SeaBridge Investment Advisors LLC 0.09% No change 741 $517K
Bank of Marin 0.38% Reduce -14.6% 738 $515K
Founders Financial Securities LLC 0.03% Reduce -24.7% 695 $514K
Caliber Wealth Management, LLC / KS 0.06% Reduce -1.6% 735 $513K
Atala Financial Inc 0.34% Add +2.1% 727 $510K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.1% 731 $510K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.0% 728 $508K
Huntington National Bank 0.00% New 722 $504K
Accel Wealth Management 0.13% Add +4.6% 721 $503K
Northstar Group, Inc. 0.07% No change 721 $503K
ORBA Wealth Advisors, L.L.C. 0.60% Reduce -5.9% 720 $502K
Fourth Dimension Wealth, LLC 0.19% Reduce -7.5% 717 $500K
Laurel Wealth Advisors LLC 0.05% Add +108.4% 4,432 $498K
Westside Investment Management, Inc. 0.08% Reduce -2.7% 711 $498K
Townsend & Associates, Inc 0.04% Add +700.2% 4,825 $497K
Boreal Capital Management LLC 0.48% No change 712 $497K
Piedmont Capital Management, LLC 0.33% No change 712 $497K
Alpine Woods Capital Investors, LLC 0.12% Reduce -29.0% 710 $495K
CGN Advisors LLC 0.04% Add +18.6% 709 $494K
AdvisorNet Financial, Inc 0.03% Add +4.7% 708 $494K
Golden Road Advisors LLC 0.28% Add +6.3% 708 $494K
InTrack Investment Management Inc 0.28% No change 707 $493K
First Manhattan Co. Llc. 0.00% Reduce -6.0% 704 $491K
Sankala Group LLC 0.40% Add +1.3% 712 $490K
Sims Investment Management, LLC 0.18% Reduce -0.8% 700 $488K
Progressive Investment Management Corp 0.13% No change 700 $488K
Van Cleef Asset Management,Inc 0.05% No change 700 $488K
Members Wealth LLC 0.29% Add +730.4% 4,733 $488K
CX Institutional 0.01% Add +44.6% 697 $487K
Solutions 4 Wealth, Ltd 0.73% No change 697 $486K
Henrickson Nauta Wealth Advisors, Inc. 0.14% Add +16.4% 694 $485K
Garrett Wealth Advisory Group, LLC 0.09% No change 694 $484K
Ameriflex Group, Inc. 0.24% Reduce -1.0% 694 $484K
Elser Financial Planning, Inc 0.02% New 689 $482K
Qube Research & Technologies Ltd 0.00% Reduce -53.5% 690 $481K
Friday Financial 0.17% No change 689 $481K
Second Line Capital, LLC 0.09% Add +687.8% 4,648 $480K
Nicholas Hoffman & Company, LLC. 0.01% Add +7.0% 687 $479K
Home Federal Bank of Tennessee 0.12% New 685 $478K
Talisman Wealth Advisors LLC 0.38% Reduce -6.4% 684 $478K
Wealth Alliance, LLC 0.05% No change 683 $477K
Discipline Wealth Solutions, LLC 0.05% Add +85.0% 681 $475K
WealthPlan Investment Management, LLC 0.03% Add +15.3% 680 $475K
Interchange Capital Partners, LLC 0.15% Add +11.2% 863 $474K
Delta Investment Management, LLC 0.08% Add +96.5% 676 $471K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.1% 675 $471K
Missouri Trust & Investment Co 0.14% No change 675 $471K
Chaney Capital Management, Inc. 0.17% No change 674 $471K
Sterling Wealth Management, Inc. 0.13% No change 674 $470K
apricus wealth, LLC 0.23% Reduce -3.9% 673 $470K
Independent Wealth Network Inc. 0.14% Add +4.2% 673 $469K
Fermata Advisors, LLC 0.11% Add +0.1% 671 $468K
Welch & Forbes LLC 0.01% Reduce -3.6% 670 $467K
Bestgate Wealth Advisors, LLC 0.84% No change 667 $465K
360 Financial, Inc. 0.14% Add +1.1% 667 $465K
Root Financial Partners, LLC 0.02% Add +4.1% 667 $465K
Abound Wealth Management 0.11% Add +8.1% 664 $464K
Archer Investment Corp 0.10% Reduce -2.9% 664 $463K
Bay Capital Advisors, LLC 0.29% Reduce -7.9% 663 $463K
Uptick Partners, LLC 0.09% Add +8.5% 662 $462K
Retirement Solution LLC 0.11% Reduce -0.6% 662 $462K
SilverOak Wealth Management LLC 0.07% Add +1.2% 661 $461K
Grantvest Financial Group LLC 0.30% Reduce -4.5% 660 $461K
Purkiss Capital Advisors LLC 0.20% No change 660 $460K
Destination Wealth Management 0.01% Reduce -30.8% 658 $459K
Heritage Investors Management Corp. 0.01% Reduce -23.8% 658 $459K
Central Valley Advisors, LLC 0.13% New 657 $458K
SJS Investment Consulting Inc. 0.06% Reduce -3.0% 656 $458K
Arthur M. Cohen & Associates, LLC 0.08% No change 647 $457K
Ashton Thomas Securities, LLC 0.06% No change 655 $457K
Roman Butler Fullerton & Co. 0.13% Add +5.3% 618 $457K
MCF Advisors LLC 0.02% Add +1134.0% 654 $456K
Toronto Dominion Bank 0.00% New 654 $456K
High Point Wealth Management, LLC 0.45% Reduce -46.4% 652 $455K
Key Client Fiduciary Advisors, LLC 0.16% Add +11.1% 651 $455K
Alexander Randolph Advisory, Inc. 0.39% No change 650 $454K
Fjell Capital, LLC 0.35% Add +0.5% 650 $454K
Octavia Wealth Advisors, LLC 0.04% Add +2.4% 649 $453K
Glassman Wealth Services 0.06% Add +8.9% 646 $450K
Concord Asset Management, LLC 0.08% Add +8.9% 645 $450K
Milestones Private Investment Advisors LLC 0.40% No change 643 $449K
Magnolia Capital Advisors LLC 0.09% Reduce -18.8% 642 $448K
Crown Wealth Group, LLC 0.13% Add +0.9% 642 $448K
Capital Asset Advisory Services LLC 0.02% Add +739.8% 4,392 $446K
Payne Capital Management, LLC 0.13% Reduce -24.7% 638 $445K
Nvest Financial, LLC 0.17% Reduce -0.2% 636 $444K
Flywheel Private Wealth LLC 0.25% No change 636 $444K
Moneco Advisors, LLC 0.03% Reduce -24.3% 635 $443K
Foguth Wealth Management, LLC. 0.05% Add +278.7% 3,624 $439K
Baron Financial Group, LLC 0.24% No change 628 $438K
RPg Family Wealth Advisory, LLC 0.09% Add +90.3% 628 $438K
Hantz Financial Services, Inc. 0.01% Add +140.6% 628 $438K
Arcus Capital Partners, LLC 0.16% No change 627 $437K
Mezzasalma Advisors, LLC 0.11% No change 625 $436K
Ellis Investment Partners, LLC 0.08% No change 623 $435K
Collective Family Office LLC 0.10% No change 623 $435K
Capstone Financial Advisors, Inc. 0.02% No change 622 $434K
PUREfi Wealth, LLC 0.28% Reduce -0.8% 621 $434K
Sapient Capital LLC 0.01% Reduce -15.5% 617 $430K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.2% 616 $430K
Terra Nova Asset Management LLC 0.32% No change 615 $429K
Bridges Investment Management Inc. 0.01% No change 615 $429K
Grove Bank & Trust 0.05% No change 612 $427K
Avalon Capital Management 0.12% No change 610 $426K
Optivise Advisory Services LLC 0.26% Add +16.9% 609 $425K
Saxony Capital Management, LLC 0.25% Reduce -15.3% 608 $424K
Legacy Capital Wealth Management, LLC 0.25% No change 608 $424K
West Wealth Group, LLC 0.08% Add +9.0% 605 $423K
Tempus Wealth Planning, LLC 0.10% No change 604 $421K
Aspect Partners, LLC 0.17% No change 603 $421K
SHP Wealth Management 0.03% Reduce -25.4% 602 $421K
Hilltop Partners LLC 0.11% Add +4.3% 600 $419K
Investment Advisory Services Inc. /TX 0.13% No change 600 $419K
Breakwater Investment Management 0.15% No change 597 $417K
Walkner Condon Financial Advisors LLC 0.05% Add +4.9% 596 $416K
Mustard Seed Financial, LLC 0.25% Add +0.3% 594 $415K
Atlas Private Wealth Advisors 0.10% Add +4.4% 594 $414K
Cura Wealth Advisors, LLC 0.18% No change 588 $410K
Yarger Wealth Strategies, LLC 0.17% No change 586 $409K
Farrell Financial LLC 0.24% Reduce -0.7% 586 $409K
Compass Advisory Group LLC 0.11% Add +3.0% 584 $407K
Brady Martz Wealth Solutions, LLC 0.07% Reduce -19.4% 583 $407K
Clear Creek Financial Management, LLC 0.03% Add +7.8% 583 $407K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -1.4% 582 $406K
Astra Wealth Partners LLC 0.26% No change 581 $405K
Bigelow Investment Advisors, LLC 0.16% Reduce -18.9% 580 $405K
Rollins Financial Advisors, LLC 0.06% Reduce -4.0% 579 $404K
MKT Advisors LLC 0.14% Add +0.2% 562 $404K
RDA Financial Network 0.10% Reduce -0.9% 578 $403K
Exencial Wealth Advisors, LLC 0.01% Add +21.8% 576 $402K
Tanager Wealth Management LLP 0.04% No change 576 $402K
Maimon Wealth Management LTD. 0.35% No change 600 $401K
Moss Adams Wealth Advisors LLC 0.03% No change 575 $401K
Stonebridge Capital Advisors LLC 0.03% Reduce -1.4% 572 $399K
DF Dent & Co. Inc. 0.01% No change 572 $399K
Yoder Wealth Management, Inc. 0.18% No change 571 $398K
RVW Wealth, LLC 0.03% No change 570 $398K
TFB Advisors LLC 0.21% Reduce -8.9% 570 $398K
Ironwood Investment Counsel, LLC 0.06% Reduce -1.6% 569 $397K
SC&H Financial Advisors, Inc. 0.06% Add +0.2% 569 $397K
Semus Wealth Partners LLC 0.22% Add +0.2% 569 $397K
Van Strum & Towne Inc. 0.12% No change 568 $396K
Sheets Smith Wealth Management 0.04% Reduce -2.6% 566 $395K
MBE Wealth Management, LLC 0.16% No change 565 $394K
Mystic Asset Management, Inc. 0.09% No change 563 $393K
Syntegra Private Wealth Group, LLC 0.04% No change 563 $393K
Armor Investment Advisors, LLC 0.14% Add +0.4% 562 $392K
Cornerstone Wealth Group, LLC 0.03% Add +733.1% 3,874 $391K
Greenfield Seitz Capital Management, LLC 0.12% No change 560 $391K
Lyell Wealth Management, LP 0.03% Reduce -0.9% 560 $391K
Catalyst Financial Partners LLC 0.05% No change 559 $390K
Signature Wealth Management Partners, LLC 0.19% Reduce -9.7% 557 $389K
Foundation Wealth Management, LLC\PA 0.14% No change 557 $389K
Allspring Global Investments Holdings, LLC 0.00% Add +9.4% 548 $388K
True Link Financial Advisors, LLC 0.02% Add +4.9% 556 $388K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -8.0% 554 $387K
Frisch Financial Group, Inc. 0.08% No change 554 $387K
Security National Bank 0.06% Reduce -10.7% 554 $387K
Commonwealth Financial Services, LLC 0.06% Add +1.3% 553 $386K
LJI Wealth Management, LLC 0.06% Add +1.9% 550 $384K
Boltwood Capital Management 0.10% Add +0.6% 547 $382K
Diversified Portfolios, Inc. 0.03% Reduce -52.6% 547 $382K
Greenspring Advisors, LLC 0.02% Add +6.0% 547 $382K
Parisi Gray Wealth Management 0.09% Reduce -3.7% 547 $381K
Sound Income Strategies, LLC 0.02% Reduce -6.4% 539 $381K
Cornerstone Financial Group, LLC 0.24% Add +700.0% 3,632 $381K
Accelerate Investment Advisors LLC 0.25% No change 545 $380K
Pioneer Trust Bank N A 0.09% Add +9.0% 545 $380K
LRI Investments, LLC 0.03% No change 545 $380K
Ewa, LLC 0.09% No change 544 $380K
First Financial Bankshares Inc 0.01% No change 544 $380K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -6.0% 544 $379K
Lesa Sroufe & Co 0.26% Reduce -2.7% 542 $378K
Ironwood Financial, llc 0.07% No change 540 $377K
Carl P. Sherr & Co., LLC 0.18% No change 538 $375K
Ibex Wealth Advisors 0.03% New 538 $375K
Crumly & Associates Inc. 0.08% No change 535 $373K
PCM Encore, LLC 0.08% Reduce -1.7% 534 $373K
World Equity Group, Inc. 0.10% No change 533 $372K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -28.5% 533 $372K
Monetary Solutions, Ltd 0.36% Add +1.5% 531 $370K
Courier Capital LLC 0.02% Reduce -6.0% 531 $370K
Avail Investment Partners, LLC 0.40% — 530 $370K
SG Americas Securities, LLC 0.00% New 530 $370K
Investment Research Partners LLC 0.15% No change 530 $370K
Thrive Capital Management, LLC 0.08% New 530 $370K
Wealth Alliance Advisory Group, LLC 0.06% No change 530 $370K
Financial Plan, Inc. 0.04% Reduce -23.6% 528 $368K
Center For Asset Management LLC 0.18% Add +57.8% 527 $368K
Howard Capital Management, LLC 0.01% Add +51.4% 527 $368K
BCS Wealth Management 0.07% Reduce -50.0% 527 $367K
Essex Bank 0.08% Reduce -8.7% 526 $367K
Sykon Capital LLC 0.12% No change 525 $366K
TrueWealth Advisors, LLC 0.09% No change 524 $366K
Glenview Trust Co 0.01% Reduce -0.9% 524 $366K
Pursue Wealth Partners LLC 0.22% No change 521 $364K
Meredith Wealth Planning 0.10% Add +0.2% 521 $363K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -49.0% 507 $363K
F&V Capital Management, LLC 0.08% Add +4.0% 520 $363K
River Wealth Advisors LLC 0.04% No change 519 $362K
First Business Financial Services, Inc. 0.03% No change 519 $362K
Keystone Wealth Services, LLC 0.08% No change 516 $360K
Linscomb Wealth, Inc. 0.02% Add +2.2% 516 $360K
Taylor & Morgan Wealth Management, LLC 0.20% Reduce -2.5% 515 $359K
Blue Bell Private Wealth Management, LLC 0.05% No change 515 $359K
Boston Trust Walden Corp 0.00% No change 515 $359K
Stegent Equity Advisors, Inc. 0.31% Reduce -52.1% 514 $359K
Barnes Pettey Financial Advisors, LLC 0.16% Reduce -0.4% 514 $358K
Uptown Financial Advisors LLC 0.29% Add +5.8% 513 $358K
URS Advisory LLC 0.26% No change 512 $357K
Summit Financial Strategies, Inc. 0.03% No change 512 $357K
Frank, Rimerman Advisors LLC 0.02% No change 512 $357K
Guidance Point Advisors, LLC 0.09% No change 509 $357K
Jamison Private Wealth Management, Inc. 0.04% No change 509 $355K
GDS Wealth Management 0.02% Add +8.8% 507 $354K
Bullock Wealth Management Group 0.18% No change 500 $354K
Retirement Investment Advisors, Inc. 0.03% No change 469 $354K
Nadler Financial Group, Inc. 0.03% No change 506 $353K
Balanced Wealth Group LLC 0.13% Reduce -5.8% 505 $352K
Medallion Wealth Advisors, LLC 0.12% Add +18.0% 505 $352K
Colonial River Investments, LLC 0.13% Reduce -6.8% 503 $351K
Ifrah Financial Services, Inc. 0.09% No change 502 $350K
Creekside Partners 0.14% Add +0.2% 501 $349K
BlueSky Wealth Advisors, LLC 0.04% No change 500 $349K
V2 Financial group LLC 0.16% No change 500 $349K
Rosenberg Matthew Hamilton 0.07% No change 500 $349K
Clark Asset Management, LLC 0.03% Add +25.1% 499 $348K
Campbell Capital Management Inc. 0.17% No change 499 $348K
Keb Asset Management, LLC 0.07% No change 499 $348K
Glass Jacobson Investment Advisors llc 0.12% Add +5.5% 497 $347K
Barnes Dennig Private Wealth Management LLC 0.34% No change 497 $347K
InvesTrust 0.15% No change 496 $346K
Parkside Financial Bank & Trust 0.03% Add +0.4% 494 $345K
Jacobs Equity LLC 0.31% Add +51.7% 3,148 $345K
Faithward Advisors, LLC 0.05% Add +2.1% 492 $343K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -1.0% 492 $343K
TriaGen Wealth Management LLC 0.09% No change 490 $342K
Vertex Planning Partners, LLC 0.07% No change 490 $342K
Lane Brothers & Co. Inc. 0.25% No change 489 $341K
Grey Ledge Advisors, LLC 0.08% Reduce -4.3% 488 $340K
Traphagen Investment Advisors LLC 0.03% No change 487 $340K
Consultiva Wealth Management, Corp. 0.99% No change 487 $340K
Herold Advisors, Inc. 0.07% Reduce -0.6% 485 $339K
Exit Wealth Advisors, LLC. 0.17% Add +0.4% 485 $339K
Tilia Fiduciary Partners, Inc. 0.19% Reduce -11.0% 485 $338K
DMKC Advisory Services, LLC 0.14% Reduce -18.7% 484 $338K
Financial Solutions Advisory Group, Inc. 0.05% — 483 $337K
Summa Corp. 0.14% Add +39.7% 482 $336K
Wealth Dimensions Group, Ltd. 0.07% Add +0.2% 479 $334K
Garden State Investment Advisory Services LLC 0.08% Reduce -56.0% 474 $332K
ProVise Management Group, LLC 0.02% Reduce -0.8% 475 $331K
Compass Capital Corp. /Ma/ 0.12% Add +637.6% 3,024 $331K
Virtue Capital Management, LLC 0.05% Add +77.7% 485 $330K
ATLas Financial Planning LLC 0.30% Reduce -31.7% 472 $329K
Stonebridge Financial Group, LLC 0.03% Reduce -31.0% 471 $329K
Sand Hill Global Advisors, LLC 0.01% Reduce -4.5% 469 $327K
Fiscal Wisdom Wealth Management, LLC 0.31% Add +0.2% 467 $326K
PFW Advisors LLC 0.10% No change 466 $325K
Conscious Wealth Investments, LLC 0.18% New 415 $325K
Northwest Financial Advisors 0.63% No change 466 $325K
Jeppson Wealth Management, LLC 0.10% No change 466 $325K
Invictus Private Wealth, LLC 0.02% Reduce -1.1% 465 $324K
Tocqueville Asset Management L.P. 0.00% No change 465 $324K
MWA Asset Management 0.18% Reduce -6.5% 464 $324K
Briggs Wealth Management, Inc 0.34% Reduce -24.9% 464 $324K
Quantum Financial Advisors, LLC 0.04% Reduce -83.1% 463 $323K
180 Wealth Advisors, LLC 0.04% Add +1.1% 463 $323K
Allium Financial Advisors, LLC 0.26% No change 462 $322K
Klingman & Associates, LLC 0.02% Add +21.6% 462 $322K
Vested Financial Planning, LLC 0.25% No change 461 $322K
Cheviot Value Management, LLC 0.03% No change 461 $322K
Matisse Capital 0.14% Add +8.7% 461 $321K
Private Management Group Inc. 0.01% No change 459 $320K
Plan Group Financial, LLC 0.08% Reduce -52.7% 459 $320K
Willis Johnson & Associates, Inc. 0.02% Add +3.9% 458 $320K
LongView Wealth Management 0.08% Add +4.0% 415 $320K
Foster & Motley Inc. 0.02% New 456 $319K
Greenwich Wealth Management LLC 0.01% No change 457 $319K
Balefire, LLC 0.06% New 457 $319K
Define Financial, LLC 0.17% No change 456 $318K
BTS Asset Management, Inc. 1.23% New 456 $318K
Oasis Advisors, LLC 0.06% New 566 $317K
Emerald Advisors, LLC 0.04% Reduce -0.2% 454 $317K
GatePass Capital, LLC 0.16% No change 454 $317K
Fearless Solutions, LLC dba Best Invest 0.19% Reduce -2.6% 453 $316K
Warner Group LLC 0.21% Reduce -7.9% 453 $316K
Ipsen Advisor Group LLC 0.22% Reduce -0.9% 453 $316K
Baron Silver Stevens Financial Advisors, LLC 0.05% Reduce -0.9% 452 $315K
Atlas Brown,Inc. 0.09% No change 451 $314K
Knightsbridge Asset Management, LLC 0.04% No change 450 $314K
Peterson Wealth Advisors, LLC 0.04% Add +0.2% 448 $312K
Adamsbrown Wealth Consultants LLC 0.08% Reduce -4.5% 447 $312K
Johnson & White Wealth Management, LLC 0.13% No change 447 $312K
Novare Capital Management LLC 0.02% New 447 $312K
Northbridge Financial Group, LLC 0.13% No change 411 $312K
Strategy Asset Managers LLC 0.05% Reduce -3.7% 445 $311K
Cooper Financial Group 0.03% Reduce -5.9% 445 $311K
Net Worth Advisory Group 0.06% Add +1.4% 445 $311K
John G Ullman & Associates Inc. 0.04% No change 445 $310K
DT Investment Partners, LLC 0.03% Add +59.1% 444 $310K
Kelly Financial Services LLC 0.07% No change 442 $309K
Ruggiero Investments, Inc. 0.30% Reduce -3.7% 442 $308K
BlackDiamond Wealth Management, LLC 0.15% No change 442 $308K
Acorn Wealth Advisors, LLC 0.09% Add +0.2% 442 $308K
Resolute Capital, LLC 0.12% Reduce -0.7% 441 $308K
Apeiron RIA LLC 0.07% No change 440 $307K
Huntleigh Advisors, Inc. 0.05% Add +24.3% 440 $307K
Rubicon Advisors, GP 0.27% Reduce -4.2% 439 $306K
Avion Wealth 0.06% Add +71.9% 440 $306K
Stonebrook Private Inc. 0.07% Reduce -7.0% 438 $306K
Endowment Wealth Management, Inc. 0.13% No change 437 $305K
Hill Island Financial LLC 0.07% No change 437 $305K
GAMMA Investing LLC 0.01% Add +5.6% 437 $305K
Mattern Wealth Management LLC 0.06% No change 436 $304K
Obermeyer Wealth Partners 0.01% Reduce -2.2% 436 $304K
Global Wealth Management Investment Advisory, Inc. 0.05% New 435 $304K
First National Advisers, LLC 0.04% No change 435 $304K
Valtrion Capital Management, LLC 0.29% Add +5.6% 434 $303K
Skyline Advisors, Inc. 0.11% Reduce -10.7% 432 $302K
Cerro Pacific Wealth Advisors LLC 0.08% Reduce -3.8% 432 $301K
D.B. Root & Company, LLC 0.07% Add +9.1% 432 $301K
Glen Eagle Advisors, LLC 0.04% Reduce -12.2% 431 $301K
Howard Financial Services, LTD. 0.03% Reduce -8.3% 430 $300K
Godshalk Welsh Capital Management, Inc. 0.17% No change 430 $300K
Ring Mountain Capital, LLC 0.16% Add +0.5% 430 $300K
Prosperity Advisers, LLC 0.25% Add +5.2% 429 $299K
Harbor Investment Advisory, LLC 0.02% Reduce -67.8% 429 $299K
Alliance Wealth Advisors, LLC 0.06% No change 427 $298K
Next Level Private LLC 0.07% Add +34.7% 427 $298K
Marquette Asset Management, LLC 0.04% No change 425 $297K
BSW Wealth Partners 0.04% No change 424 $296K
Baugh & Associates, LLC 0.13% New 424 $296K
Independent Wealth Advisors LLC 0.29% Reduce -3.9% 423 $295K
Goldstein Advisors, LLC 0.03% No change 423 $295K
Fortis Capital Management LLC 0.04% Reduce -7.3% 422 $295K
Everest Private Wealth 0.15% No change 422 $294K
Seaside Wealth Management, Inc. 0.08% No change 422 $294K
Hurlow Wealth Management Group, Inc. 0.07% No change 420 $293K
Fort Point Capital Partners LLC 0.04% No change 419 $292K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -3.8% 379 $292K
Colton Groome Financial Advisors, LLC 0.08% Reduce -27.7% 417 $291K
Tounjian Advisory Partners, LLC 0.10% No change 414 $289K
WESPAC Advisors SoCal, LLC 0.06% Add +19.3% 414 $289K
Pps&v Asset Management Consultants, Inc. 0.18% No change 413 $288K
Sfm, LLC 0.17% No change 413 $288K
Madison Park Capital Advisors, LLC 0.23% No change 412 $288K
Occidental Asset Management, LLC 0.03% New 412 $288K
Wealthspan Partners, LLC 0.10% Reduce -19.1% 412 $287K
City Holding Co. 0.04% No change 412 $287K
BCM Advisors, LLC 0.06% Add +711.9% 2,728 $286K
Morse Asset Management, Inc 0.06% No change 410 $286K
Quotient Wealth Partners, LLC 0.01% Reduce -7.9% 409 $285K
Chilton Investment Co. Inc. 0.01% Add +16.5% 409 $285K
Lakeridge Wealth Management LLC 0.12% No change 408 $285K
Rise Advisors, LLC 0.10% No change 402 $284K
Gateway Investment Advisers LLC 0.00% Reduce -62.7% 407 $284K
Jim Saulnier & Associates, LLC 0.14% Add +0.3% 407 $284K
Tranquility Partners, LLC 0.11% No change 406 $283K
Mb, Levis & Associates, LLC 0.12% Add +0.3% 406 $283K
LaSalle St. Investment Advisors, LLC 0.04% Add +8.3% 405 $283K
Altus Wealth Group LLC 0.12% No change 404 $282K
Novak & Powell Financial Services, Inc. 0.15% No change 403 $281K
Legacy Financial Strategies, LLC 0.05% No change 402 $280K
GFG Capital, LLC 0.09% Add +0.3% 402 $280K
Resources Management Corp. /CT/ 0.04% No change 402 $280K
IMPACTfolio, LLC 0.12% No change 401 $280K
YHB Investment Advisors, Inc. 0.02% No change 400 $279K
Morangie Management LLC 0.26% No change 400 $279K
Infinity Wealth Counsel, LLC 0.26% No change 400 $279K
Manske Wealth Management 0.08% No change 400 $279K
Berman McAleer LLC 0.04% No change 400 $279K
Westwood Holdings Group Inc. 0.00% No change 399 $278K
FSB Premier Wealth Management, Inc. 0.09% Add +0.8% 397 $277K
Integrated Advisors Network LLC 0.01% Reduce -5.0% 397 $277K
Denver Wealth Management, Inc. 0.10% New 396 $276K
Oliver Luxxe Assets LLC 0.04% Reduce -95.2% 395 $276K
Newport Capital Group, LLC 0.17% New 395 $276K
M. Kraus & Co 0.08% Reduce -8.3% 3,125 $276K
Verus Financial Partners, Inc. 0.02% No change 346 $274K
Lifeworks Advisors, LLC 0.04% New 391 $273K
Frederick Financial Consultants, LLC 0.14% No change 391 $273K
Beacon Investment Advisors LLC 0.10% No change 389 $272K
Spectrum Wealth Advisory Group, LLC 0.10% No change 389 $271K
Webster Bank, N. A. 0.03% Reduce -3.7% 389 $271K
Quadrant Private Wealth Management, LLC 0.04% Add +4.6% 388 $271K
American Financial Advisors, LLC 0.04% No change 388 $271K
CMH Wealth Management LLC 0.05% New 385 $269K
HHM Wealth Advisors, LLC 0.03% No change 384 $268K
Sanchez Gaunt Capital Management, LLC 0.17% — 384 $268K
Gerald Baker Financial Group LLC 0.08% — 382 $267K
Chicago Capital, LLC 0.01% No change 380 $265K
Carrera Capital Advisors 0.04% No change 380 $265K
Fulton Breakefield Broenniman LLC 0.02% No change 378 $264K
Wealth Architects, LLC 0.02% Reduce -1.3% 377 $263K
Viewpoint Capital Management LLC 0.12% No change 377 $263K
Ogorek Anthony Joseph /NY/ 0.07% Reduce -0.8% 377 $263K
NTV Asset Management LLC 0.03% Reduce -28.5% 376 $262K
Dana Investment Advisors, Inc. 0.01% Reduce -11.7% 376 $262K
SWP Financial LLC 0.13% Reduce -5.5% 375 $262K
Investor's Fiduciary Advisor Network, LLC 0.08% Reduce -2.6% 375 $261K
Horizon Financial Services, LLC 0.12% No change 374 $261K
Williams & Novak, LLC 0.20% Add +0.5% 369 $261K
Castle Rock Wealth Management, LLC 0.06% Reduce -4.2% 366 $261K
Morton Capital Management LLC 0.04% Reduce -5.1% 373 $260K
Beacon Wealthcare LLC 0.09% No change 373 $260K
Clarus Wealth Advisors 0.11% No change 360 $259K
Cape Investment Advisory, Inc. 0.09% Add +2.2% 371 $259K
Battery Global Advisors, LLC 0.14% Reduce -93.9% 371 $259K
Disciplined Investors, L.L.C. 0.15% No change 370 $258K
Emissary Wealth LLC 0.24% No change 369 $257K
Mma Asset Management LLC 0.09% No change 369 $257K
Koss-Olinger Consulting, LLC 0.02% Reduce -63.8% 367 $256K
Pioneer Wealth Management Group 0.07% Add +2.2% 367 $256K
Values First Advisors, Inc. 0.13% No change 366 $255K
Fiera Capital Corp 0.00% No change 366 $255K
Apriem Advisors 0.02% No change 364 $254K
TKG Advisors, LLC 0.10% Add +1.7% 364 $254K
AAFMAA Wealth Management & Trust LLC 0.10% Reduce -9.5% 363 $253K
Fiduciary Family Office, LLC 0.07% No change 363 $253K
Cascade Financial Partners, LLC 0.03% Reduce -15.0% 363 $253K
HTG Investment Advisors, Inc. 0.07% No change 363 $253K
Strategic Wealth Investment Group, LLC 0.03% Reduce -6.9% 362 $253K
Quadcap Wealth Management, LLC 0.03% No change 362 $253K
Walser Wealth Management Company, A Ltd Liability Co 0.11% Reduce -44.6% 362 $252K
Cyndeo Wealth Partners, LLC 0.01% No change 361 $252K
TruNorth Capital Management, LLC 0.05% No change 360 $251K
Westfuller Advisors, LLC 0.11% Reduce -1.1% 360 $251K
Miller Capital Partners, Inc. 0.12% No change 360 $251K
McDaniel Terry & Co. 0.02% Add +5.9% 360 $251K
Walleye Trading LLC 0.01% New 360 $251K
Two Sigma Investments, LP 0.00% Reduce -99.7% 360 $251K
Jericho Financial, LLP 0.16% Add +1.4% 360 $251K
Thompson David Blair 0.14% No change 359 $250K
Rebalance, LLC 0.01% No change 358 $250K
Downshift Financial, LLC 0.13% Add +257.8% 2,447 $249K
Asset Dedication, LLC 0.02% Reduce -36.2% 356 $248K
Financial Security Advisor, Inc. 0.05% No change 355 $248K
Encompass Wealth Advisors, LLC 0.09% Reduce -39.2% 354 $247K
Cresta Advisors, Ltd. 0.10% Reduce -15.1% 354 $247K
Weaver Consulting Group 0.06% Reduce -1.7% 352 $246K
Scientech Research LLC 0.20% New 352 $246K
Diversified Management Inc. 0.04% No change 351 $245K
Neumann Capital Management, LLC 0.07% No change 350 $244K
KRM Wealth Management L.L.C. 0.13% Add +0.3% 350 $244K
Elevate Wealth Advisory, Inc. 0.15% Add +145.8% 349 $244K
Mountain Capital Investment Advisors Inc. 0.04% Add +700.3% 2,329 $243K
Warner Financial, Inc. 0.08% Add +21.6% 349 $243K
Bluesphere Advisors LLC 0.09% No change 347 $242K
Planned Solutions, Inc. 0.08% Reduce -2.0% 347 $242K
Meridian Wealth Advisors, LLC 0.03% No change 346 $242K
X-Square Capital, LLC 0.08% Reduce -4.7% 345 $241K
Inscription Capital, LLC 0.03% No change 344 $240K
Ballew Advisors, Inc 0.14% Add +2.2% 324 $240K
Mills Wealth Advisors LLC 0.08% Add +2.1% 344 $240K
Financial Advisors Network, Inc. 0.03% Add +26.5% 344 $240K
AF Advisors, Inc. 0.13% No change 342 $239K
Pitti Group Wealth Management, LLC 0.19% No change 342 $239K
Axos Invest Inc. 0.18% Reduce -27.1% 342 $239K
Clarity Capital Advisors, LLC 0.11% No change 341 $238K
Next Level Wealth Planning, LLC 0.12% Add +4.9% 341 $238K
Spreng Capital Management, Inc. 0.11% No change 341 $238K
Trevian Wealth Management LLC 0.12% No change 341 $238K
Dumont & Blake Investment Advisors LLC 0.06% Add +12.5% 341 $238K
NFSG Corp 0.04% Add +11.1% 341 $238K
Evernest Financial Advisors, LLC 0.05% Add +700.4% 2,273 $237K
Marin Bay Wealth Advisors, LLC 0.14% No change 338 $236K
Cowa, LLC 0.07% No change 337 $235K
Intellus Advisors LLC 0.03% No change 337 $235K
Maridea Wealth Management LLC 0.03% Reduce -4.8% 335 $234K
Invesco Ltd. 0.00% No change 335 $234K
Mairs & Power Inc. 0.00% New 334 $234K
Chapman Financial Group, LLC 0.17% No change 334 $233K
Cottage Street Advisors LLC 0.10% No change 334 $233K
Cedar Wealth Management, LLC 0.07% No change 333 $232K
Arista Wealth Management, LLC 0.03% No change 332 $232K
McGowan Group Asset Management, Inc. 0.03% No change 332 $232K
LBJ Family Wealth Advisors, Ltd. 0.14% No change 345 $231K
Perryman Financial Advisory Inc. 0.03% Add +3.1% 331 $231K
Core Wealth Advisors, Inc. 0.06% No change 331 $231K
Burton Enright Welch 0.03% Reduce -8.8% 331 $231K
GenWealth Group, Inc. 0.04% No change 330 $230K
Resolute Wealth Strategies, LLC 0.10% Add +0.3% 330 $230K
Pacific Park Financial, Inc. 0.15% Reduce -4.1% 329 $230K
Pacific Center for Financial Services 0.06% No change 329 $230K
Ally Invest Advisors Inc. 0.02% Add +20.6% 328 $229K
Blue Edge Capital, LLC 0.03% Add +10.1% 328 $229K
Commerce Advisors, LLC 0.19% — 325 $227K
Athena Wealth Management, LLC 0.18% No change 324 $226K
PICTET BANK & TRUST Ltd 0.30% No change 324 $226K
FWG Investments, LLC. 0.14% New 324 $226K
Hopwood Nicholas Hunter 0.07% No change 324 $226K
New Republic Capital, LLC 0.08% No change 323 $225K
GM Advisory Group, LLC 0.01% Reduce -0.6% 322 $225K
Johnson Financial Group, LLC 0.01% Add +6.6% 321 $224K
Corbyn Investment Management Inc. 0.10% Reduce -20.1% 321 $224K
Strategic Investment Advisors / MI 0.02% New 320 $223K
Berkshire Asset Management LLC 0.01% No change 320 $223K
Stanich Group LLC 0.17% No change 318 $222K
Wolff Wiese Magana LLC 0.12% No change 318 $222K
49 Wealth Management, LLC 0.02% Reduce -11.4% 318 $222K
HORAN Wealth, LLC 0.02% Reduce -7.3% 317 $221K
IMZ Advisory Inc 0.08% No change 317 $221K
Bluespring Wealth Management, LLC 0.02% No change 315 $220K
Planning Directions Inc. 0.11% No change 315 $220K
Burns J W & Co. Inc. 0.03% No change 314 $219K
Fusion Family Wealth, LLC 0.02% New 314 $219K
Midwest Financial Group LLC 0.09% Add +0.3% 314 $219K
HM Payson & Co. 0.00% Reduce -18.9% 313 $218K
Philadelphia Trust Co. 0.02% Reduce -0.9% 312 $218K
Pacific Sage Partners, LLC 0.03% Add +4.3% 312 $218K
Quad-Cities Investment Group, LLC 0.09% New 309 $216K
Kaizen Financial Strategies 0.09% New 270 $214K
FSA Advisors, Inc. 0.14% Reduce -96.0% 306 $214K
Heritage Family Offices, LLP 0.09% No change 306 $214K
Equita Financial Network, Inc. 0.07% New 306 $214K
Unconventional Investor, LLC 0.10% Add +0.3% 306 $213K
Essex LLC 0.04% New 305 $213K
Consilio Wealth Advisors, LLC 0.06% Reduce -3.5% 304 $212K
Prasad Wealth Partners, LLC 0.06% No change 304 $212K
Callahan Advisors, LLC 0.02% No change 304 $212K
HFG Advisors, Inc. 0.15% No change 304 $212K
ZWJ Investment Counsel Inc. 0.01% Reduce -1.9% 304 $212K
Ranch Capital Advisors Inc. 0.08% No change 303 $212K
Heritage Wealth Management, Inc. 0.12% Reduce -1.9% 303 $211K
Cary Street Partners Investment Advisory LLC 0.05% Add +76.2% 303 $211K
Edgestream Partners, L.P. 0.01% Reduce -65.2% 303 $211K
Petix & Botte Co 0.09% Reduce -49.5% 302 $211K
Raub Brock Capital Management LP 0.05% New 302 $211K
5th Street Advisors, LLC 0.09% No change 301 $210K
Quest 10 Wealth Builders, Inc. 0.18% No change 300 $209K
Pincus Capital Management, LP 0.15% No change 300 $209K
Stage Harbor Financial, LLC 0.14% New 300 $209K
Insight 2811, Inc. 0.09% No change 300 $209K
Aries Wealth Management 0.05% No change 300 $209K
Whalerock Point Partners, LLC 0.04% No change 299 $209K
Motco 0.02% No change 299 $209K
Cedarwood Wealth LLC 0.21% No change 299 $208K
Kraft, Davis & Associates, LLC 0.04% Add +381.4% 2,017 $208K
Gilbert & Cook, Inc. 0.03% No change 297 $207K
Drive Wealth Management, LLC 0.04% Reduce -15.4% 297 $207K
Sachem Hill LLC 0.04% No change 297 $207K
JT Stratford LLC 0.03% No change 297 $207K
Cranbrook Wealth Management, LLC 0.04% No change 296 $207K
Strategic Point Investment Advisors, LLC 0.03% No change 296 $207K
BlueStem Wealth Partners, LLC 0.02% Add +0.3% 295 $206K
Strategic Financial Partners, Ltd. 0.09% Add +1.4% 294 $205K
Midland Wealth Advisors, LLC 0.01% Reduce -31.5% 293 $204K
Henson-Edgewater Management, LLC 0.13% No change 292 $204K
Align Financial, LLC 0.12% Reduce -99.9% 292 $204K
AssuredPartners Investment Advisors, LLC 0.02% Add +6.8% 284 $204K
Abacus Planning Group, Inc. 0.03% New 292 $204K
Mosaic Family Wealth Partners, LLC 0.02% New 291 $203K
Independence Bank of Kentucky 0.03% Reduce -7.9% 291 $203K
Opus Capital Group, LLC 0.02% No change 291 $203K
Fiduciary Financial Group, LLC 0.03% Add +3.2% 290 $202K
LMCG Investments, LLC 0.01% No change 290 $202K
Juno Financial Group LLC 0.08% No change 290 $202K
M3 Advisory Group, LLC 0.12% Reduce -0.7% 289 $202K
Boyer Financial Services, Inc. 0.21% Reduce -1.4% 289 $202K
Private Wealth Group, LLC 0.09% No change 289 $202K
TIAA Wealth Investment Management LLC 0.00% — 289 $202K
Bank Hapoalim BM 0.03% Reduce -31.3% 288 $201K
Impact Partnership Wealth, LLC 0.02% No change 288 $201K
Trifecta Capital Advisors, LLC 0.03% No change 286 $200K
Davis Capital Management 0.13% Reduce -1.1% 284 $198K
Jackson Hole Capital Partners, LLC 0.03% Reduce -6.7% 280 $195K
Pinnacle Bancorp, Inc. 0.06% No change 277 $193K
Wellington Grp LLC 0.06% Add +0.8% 269 $188K
Steigerwald, Gordon & Koch Inc. 0.02% No change 268 $187K
Arlington Trust Co LLC 0.02% Add +28.3% 263 $184K
Hills Bank & Trust Co 0.01% New 262 $183K
Nemes Rush Group LLC 0.02% Add +2.8% 255 $178K
Fortress Private Ledger, LLC 0.06% New 253 $176K
Minot DeBlois Advisors LLC 0.16% New 250 $174K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $174K
Private Wealth Asset Management, LLC 0.02% Reduce -6.4% 250 $174K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.7% 249 $174K
Private Wealth Management Group, LLC 0.04% No change 246 $171K
CBIZ Investment Advisory Services, LLC 0.01% No change 245 $171K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 230 $171K
Park Place Capital Corp 0.03% Reduce -2.2% 219 $153K
Obsidian Cio, LLC 0.14% Reduce -99.0% 218 $152K
Hanson & Doremus Investment Management 0.02% No change 218 $152K
IFG Advisory, LLC 0.44% Reduce -98.6% 218 $152K
Cherry Tree Wealth Management, LLC 0.03% No change 215 $150K
DecisionPoint Financial, LLC 0.03% Reduce -5.4% 212 $148K
Anfield Capital Management, LLC 0.04% No change 208 $145K
Pittenger & Anderson Inc. 0.01% No change 207 $144K
Thompson Investment Management, Inc. 0.02% No change 203 $142K
Portus Wealth Advisors, LLC 0.13% New 200 $140K
Solstein Capital, LLC 0.06% New 200 $140K
Montag A & Associates Inc. 0.01% No change 199 $139K
Peoples Financial Services Corp. 0.07% No change 198 $138K
TOWER TRUST & INVESTMENT Co 0.09% No change 192 $134K
Greykasell Wealth Strategies, Inc. 0.05% Add +13.3% 187 $130K
S.A. Mason LLC 0.05% No change 187 $130K
Millstone Evans Group, LLC 0.07% No change 178 $124K
Pension & Wealth Management Advisors, Inc. 0.04% Reduce -27.4% 175 $122K
MV Capital Management, Inc. 0.01% No change 174 $121K
LFA - Lugano Financial Advisors SA 0.06% No change 1,350 $118K
West Branch Capital LLC 0.03% Add +0.6% 168 $117K
Elevation Wealth Partners, LLC 0.04% No change 163 $114K
Lodestone Wealth Management LLC 0.04% Reduce -17.7% 163 $113K
Sherman Asset Management, Inc. 0.10% No change 161 $112K
Roxbury Financial LLC 0.10% No change 160 $112K
Copia Wealth Management 0.08% Add +367.6% 159 $111K
American National Bank & Trust 0.01% Add +6.8% 158 $110K
Pacifica Partners Inc. 0.04% No change 156 $109K
Keating Financial Advisory Services, Inc. 0.02% Reduce -1.9% 156 $109K
Redwood Park Advisors LLC 0.08% No change 154 $107K
Triumph Capital Management 0.02% Add +1.3% 154 $107K
Coastline Trust Co 0.01% Reduce -26.3% 154 $107K
Aventura Private Wealth, LLC 0.04% No change 152 $106K
Clark Wealth Partners 0.07% No change 149 $104K
PlanVest Financial, Inc 0.08% — 148 $103K
CNB Bank 0.04% Add +35.8% 148 $103K
Avalon Trust Co 0.01% Reduce -7.0% 145 $101K
GHP Investment Advisors, Inc. 0.00% Reduce -21.7% 144 $101K
Schroder Investment Management Group 0.00% No change 143 $100K
Evolution Wealth Management Inc. 0.07% Add +1181.8% 141 $98K
Fairway Wealth LLC 0.03% Add +3400.0% 140 $98K
Rialto Wealth Management, LLC 0.02% No change 137 $95K
Peterson Wealth Services 0.02% No change 135 $94K
Strategic Wealth Partners, Ltd. 0.01% Reduce -8.8% 134 $94K
Barrett & Company, Inc. 0.03% No change 133 $93K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -5.1% 130 $91K
Operose Advisors LLC 0.02% Add +1.6% 129 $90K
YANKCOM Partnership 0.04% No change 126 $88K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $87K
Piscataqua Savings Bank 0.06% No change 125 $87K
Strive Financial Group ,LLC 0.05% Reduce -3.2% 122 $85K
Godfrey Financial Associates, Inc. 0.07% Reduce -14.3% 120 $84K
Trask Adam Roland 0.08% — 118 $82K
Robinswood Financial LLC 0.03% No change 115 $80K
Retiremitten Financial LLC 0.04% — 115 $80K
Raffa Wealth Management, LLC 0.01% No change 115 $80K
MPWM Advisory Solutions, LLC 0.04% New 114 $80K
Hilltop National Bank 0.02% No change 111 $77K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -21.4% 110 $77K
Arcadia Investment Management Corp. 0.01% No change 103 $72K
NorthAvenue LLC 0.06% No change 102 $71K
Byrne Asset Management LLC 0.04% No change 101 $70K
Ameritas Investment Partners, Inc. 0.00% No change 101 $70K
Vestor Capital, LLC 0.01% New 100 $70K
Twin Lakes Capital Management, LLC 0.03% No change 100 $70K
Carolina Wealth Advisors, LLC 0.03% Reduce -3.9% 99 $69K
IFS Advisors, LLC 0.03% No change 96 $68K
New England Capital Financial Advisors LLC 0.02% No change 96 $67K
Evermay Wealth Management LLC 0.01% Reduce -5.0% 95 $66K
First Community Trust NA 0.05% Add +77.4% 94 $66K
Retirement Wealth Solutions LLC 0.04% No change 94 $66K
Murphy & Mullick Capital Management Corp 0.05% No change 92 $64K
Synergy Investment Management, LLC 0.02% New 92 $64K
Colonial Trust Advisors 0.00% No change 91 $63K
IAG Wealth Partners, LLC 0.01% No change 91 $63K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +456.3% 89 $62K
Orion Capital Management LLC 0.02% No change 89 $62K
Paladin Advisory Group, LLC 0.05% No change 86 $60K
Mascoma Wealth Management LLC 0.01% No change 86 $60K
Birchbrook, Inc. 0.03% No change 84 $58K
Abound Financial, LLC 0.02% No change 81 $57K
Valued Wealth Advisors LLC 0.02% No change 81 $56K
Beaird Harris Wealth Management, LLC 0.00% No change 80 $56K
Maseco LLP 0.00% Reduce -57.8% 79 $55K
GGM Financial LLC 0.03% No change 78 $54K
Evelyn Partners Investment Management Services Ltd 0.01% No change 78 $54K
Horizons Wealth Management 0.04% No change 77 $54K
Global Wealth Strategies & Associates 0.01% No change 75 $52K
Van Den Berg Management I, Inc. 0.01% New 75 $52K
Financial Gravity Asset Management, Inc. 0.01% No change 75 $52K
Hamrick Investment Counsel, llc 0.03% New 72 $50K
Boyd Watterson Asset Management LLC 0.02% No change 71 $50K
Washington Trust Advisors, Inc. 0.00% New 71 $50K
BankPlus Trust Department 0.01% No change 70 $49K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -48.9% 70 $49K
Fiduciary Advisors, Inc. 0.04% No change 70 $49K
Lloyd Advisory Services, LLC. 0.01% Add +176.0% 69 $48K
Kingdom Financial Group LLC. 0.01% Add +91.7% 69 $48K
Game Plan Financial Advisors, LLC 0.02% Reduce -8.1% 68 $48K
Clearstead Trust, LLC 0.01% No change 68 $47K
Oakworth Capital, Inc. 0.00% Add +1220.0% 66 $46K
Bollard Group LLC 0.00% New 65 $45K
Versant Capital Management, Inc 0.00% No change 61 $43K
Rice Partnership, LLC 0.01% No change 60 $42K
Bfsg, LLC 0.00% No change 60 $42K
Old Second National Bank of Aurora 0.01% No change 60 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 59 $41K
Bell Investment Advisors, Inc 0.01% No change 59 $41K
Sawyer & Company, Inc 0.02% No change 58 $40K
EPG Wealth Management LLC 0.01% No change 58 $40K
Duncker Streett & Co. Inc. 0.01% No change 57 $40K
United Financial Planning Group LLC 0.02% No change 55 $38K
Napier Financial, LLC 0.01% New 54 $38K
Toth Financial Advisory Corp. 0.00% No change 54 $38K
Tripletail Wealth Management, LLC 0.05% No change 52 $37K
TD Capital Management LLC 0.00% No change 53 $37K
Smithfield Trust Co 0.00% No change 52 $37K
Smallwood Wealth Investment Management, LLC 0.02% No change 53 $37K
True Wealth Design, LLC 0.01% No change 52 $36K
Curio Wealth, LLC 0.01% Reduce -51.4% 52 $36K
Princeton Global Asset Management LLC 0.01% No change 52 $36K
Ramirez Asset Management, Inc. 0.00% No change 52 $36K
Golden State Wealth Management, LLC 0.00% Reduce -73.8% 50 $35K
Horizon Bancorp Inc. 0.02% No change 50 $35K
Key Capital Management, INC 0.02% Add +78.6% 50 $35K
Kentucky Trust Co 0.02% No change 50 $35K
Monetary Management Group Inc. 0.01% No change 50 $35K
Tiaa Trust, National Association 0.00% Reduce -99.9% 50 $35K
CrossGen Wealth, LLC 0.03% Add +276.9% 49 $34K
McIlrath & Eck, LLC 0.00% Reduce -5.8% 49 $34K
Richardson Capital Management LLC 0.02% Add +2.1% 49 $34K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 48 $33K
Winch Advisory Services, LLC 0.01% Add +62.1% 47 $33K
Creative Capital Management Investments LLC 0.01% No change 44 $31K
Addison Advisors LLC 0.01% Reduce -39.7% 44 $31K
Scarborough Advisors, LLC 0.00% Reduce -40.3% 43 $30K
RHL Group, LLC 0.02% No change 41 $29K
First Command Advisory Services, Inc. 0.00% No change 41 $29K
Mosley Wealth Management 0.01% New 38 $28K
Strategic Advocates LLC 0.12% No change 40 $28K
HighMark Wealth Management LLC 0.01% No change 40 $28K
Morton Brown Family Wealth, LLC 0.01% No change 40 $28K
Atwood & Palmer Inc. 0.00% No change 40 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 39 $27K
Wells Financial Advisors INC 0.12% No change 39 $27K
WPG Advisers, LLC 0.02% No change 38 $27K
Wealth Enhancement Trust Services, Inc. 0.00% New 38 $27K
Owl Creek Wealth Partners LLC 0.01% — 36 $25K
Phillips Financial Management, LLC 0.00% Reduce -45.5% 36 $25K
Kings Path Partners LLC 0.01% No change 34 $24K
Rexford Capital Inc. 0.02% New 33 $23K
Investors Research Corp 0.00% No change 32 $22K
Windsor Advisory Group, LLC 0.02% No change 30 $21K
Gilpin Wealth Management, LLC 0.02% No change 30 $21K
Signature Resources Capital Management, LLC 0.01% Reduce -68.8% 30 $21K
Founders Capital Management 0.01% No change 27 $19K
Graney & King, LLC 0.01% No change 27 $19K
Coston, McIsaac & Partners 0.00% No change 25 $18K
Birchwood Financial Partners, Inc. 0.02% No change 24 $17K
Kilter Group LLC 0.01% No change 24 $17K
Zions Bancorporation, National Association 0.00% No change 24 $17K
Gleason Group, Inc. 0.00% Reduce -57.1% 24 $17K
Blume Capital Management, Inc. 0.00% Reduce -48.9% 23 $16K
Central Pacific Bank - Trust Division 0.00% No change 23 $16K
Bangor Savings Bank 0.00% No change 23 $16K
Wealth Science Advisors LLC 0.01% New 21 $16K
Aberdeen Wealth Management LLC 0.01% No change 22 $15K
MTM Investment Management, LLC 0.00% No change 21 $15K
Gen-Wealth Partners Inc 0.00% Add +25.0% 20 $14K
Elevated Capital Advisors, LLC 0.00% Add +5.3% 20 $14K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 20 $14K
TopTier Wealth Management, LLC 0.01% New 19 $13K
POM Investment Strategies, LLC 0.02% New 19 $13K
Van Eck Associates Corp. 0.00% Add +5.6% 19 $13K
Hickory Point Bank & Trust 0.01% New 18 $13K
Purpose Unlimited Inc. 0.00% No change 18 $13K
Financial Network Wealth Advisors LLC 0.01% No change 17 $12K
Cornerstone Planning Group LLC 0.00% Add +208.8% 105 $11K
Meramec Financial Planners, LLC 0.00% No change 13 $11K
Tompkins Financial Corp. 0.00% No change 15 $10K
Turtle Creek Wealth Advisors, LLC 0.00% New 15 $10K
Horizon Investments, LLC 0.00% Add +153.3% 114 $10K
Financial Avengers, Inc. 0.00% No change 14 $10K
Chesapeake Asset Management LLC 0.01% No change 13 $9K
Ballast Advisors LLC 0.00% New 13 $9K
Mark Sheptoff Financial Planning, LLC 0.00% Add +730.0% 83 $9K
MidFirst Bank 0.00% No change 11 $8K
KERR FINANCIAL PLANNING Corp 0.01% Add +27.1% 122 $7K
Truvestments Capital LLC 0.00% Add +100.0% 10 $7K
Wellington-Altus USA Inc. 0.00% New 56 $7K
Capital & Planning, LLC 0.00% New 9 $6K
Wilkerson Advisory Group LLC 0.00% No change 9 $6K
Global Trust Asset Management, LLC 0.00% No change 8 $5K
Financial Life Planners 0.00% New 7 $5K
Legacy Wealth Managment, LLC 0.00% New 6 $4K
Caldwell Sutter Capital, Inc. 0.00% Reduce -40.0% 6 $4K
Gables Capital Management Inc. 0.00% No change 47 $4K
Clayton Financial Group LLC 0.00% No change 5 $4K
Vanguard Advisers Inc. 0.00% — 5 $3K
LM Advisors LLC 0.01% Reduce -24.8% 1,489 $2K
Proathlete Wealth Management LLC 0.00% No change 3 $2K
Bernard Wealth Management Corp. 0.00% No change 3 $2K
Prestige Wealth Management Group LLC 0.00% No change 2 $1K
Delta Asset Management LLC 0.00% No change 2 $1K
Ameliora Wealth Management Ltd. 0.00% New 1 $698

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