Vanguard Info Tech ETFVGTETF

13F holders, Q2 2026 (June 30)
2,200holders +211
276new positions
69sold out
6famous investors
$119.00avg. 13F price*

At the end of Q2 2026, 2,200 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 211 from Q1 2026. 276 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($13.9B), JPMorgan Chase & Co. ($5.4B) and Morgan Stanley ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions276$540.6M
Exits69$49.4M

All 13F filers, Q1 2026 → Q2 2026: 12,944,481 shares bought and 28,315,965 shares sold, net −15,371,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,200 holders

Bank of America Corp. 0.89% Reduce -4.0% 115,992,557 $13.9B
JPMorgan Chase & Co. 0.32% Reduce -9.6% 46,534,933 $5.4B
Morgan Stanley 0.11% Add +2.5% 17,388,472 $2.1B
Wells Fargo & Company 0.26% Add +0.5% 12,326,837 $1.5B
UBS Group AG 0.23% Reduce -3.6% 11,841,166 $1.4B
LPL Financial LLC 0.28% Add +3.1% 10,335,429 $1.2B
PGIM Custom Harvest LLC 10.20% Add +3.4% 6,813,664 $814.4M
Raymond James Financial Inc. 0.22% Add +2.8% 6,683,406 $798.8M
Royal Bank of Canada 0.12% Add +3.3% 6,003,836 $717.6M
Focus Partners Wealth 0.62% Reduce -1.9% 5,070,432 $606.0M
Ameriprise Financial Inc. 0.12% Reduce -8.0% 4,852,350 $580.2M
Northwestern Mutual Wealth Management Co. 0.30% Reduce -5.3% 4,731,562 $565.5M
HighTower Advisors, LLC 0.42% Add +7.8% 3,651,091 $436.4M
Envestnet Asset Management Inc. 0.09% Add +14.7% 3,330,327 $398.0M
Vantagepoint Investment Advisers LLC 2.98% Reduce -11.8% 3,327,214 $397.7M
Stifel Financial Corp. 0.32% Reduce -0.9% 3,247,737 $388.2M
Cetera Investment Advisers 0.30% Add +3.8% 2,787,472 $333.2M
Copos Capital B.V. 43.15% — 2,668,098 $318.9M
Harel Insurance Investments & Financial Services Ltd. 1.41% Reduce -0.8% 2,421,267 $289.4M
Rockefeller Capital Management L.P. 0.44% Reduce -0.9% 2,376,374 $284.0M
PNC Financial Services Group, Inc. 0.14% Reduce -2.0% 2,338,976 $279.6M
Janney Montgomery Scott LLC 0.54% Add +4.2% 2,335,977 $279.2M
Osaic Holdings, Inc. 0.31% Add +4.4% 2,190,521 $261.9M
Timothy G. Youngquist 2020 Irrevocable Trust 52.12% New 2,172,703 $259.7M
Northern Trust Corp. 0.03% Add +0.4% 2,082,247 $248.9M
Cerity Partners LLC 0.29% Add +0.3% 2,005,312 $239.7M
Russell Investments Group, Ltd. 0.19% Reduce -19.6% 1,791,427 $214.1M
Lido Advisors, LLC 0.75% Reduce -0.1% 1,746,873 $208.8M
Nissay Asset Management Corp. /Japan 0.83% No change 1,637,816 $195.8M
Equitable Holdings, Inc. 1.13% Reduce -3.3% 1,646,288 $188.8M
Commonwealth Equity Services, LLC 0.23% Reduce -0.9% 1,534,304 $183.4M
Compass Financial Group, INC 19.06% Add +6.8% 1,389,983 $166.1M
Mercer Global Advisors Inc. 0.20% Add +3.0% 1,382,213 $165.2M
Cambridge Investment Research Advisors, Inc. 0.37% Add +3.0% 1,379,203 $164.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 13.48% Reduce -1.2% 1,378,210 $164.7M
Truist Financial Corp. 0.20% Reduce -2.9% 1,364,127 $163.0M
Taiyo Life Insurance Co. 14.77% No change 1,352,000 $161.6M
Creative Planning 0.09% Add +4.1% 1,330,391 $159.0M
Goldman Sachs Group Inc. 0.01% Add +8.2% 1,174,833 $140.4M
Assetmark, Inc. 0.23% Add +0.9% 1,095,198 $130.9M
71 West Capital Partners 4.48% Add +0.2% 1,085,047 $129.7M
M&T Bank Corp 0.36% Reduce -5.0% 1,034,424 $123.6M
Armstrong Advisory Group, Inc. 7.48% Add +0.5% 1,027,235 $122.8M
Fifth Third Bancorp 0.19% Add +2.0% 969,149 $115.8M
MML Investors Services, LLC 0.23% Add +48.8% 957,077 $114.4M
Brown Advisory Inc. 0.17% Add +0.6% 934,244 $111.7M
Bailard, Inc. 2.22% Add +0.5% 912,145 $109.0M
Corient Private Wealth LP 0.15% Reduce -3.3% 883,770 $105.6M
Beacon Capital Management, Inc. 6.14% Add +5.3% 849,662 $101.6M
Jones Financial Companies LLLP 0.04% Add +14.4% 870,044 $99.2M
NORTHSTAR ASSET MANAGEMENT Co 18.58% Reduce -0.3% 870,728 $98.7M
Silicon Valley Capital Partners 7.20% Reduce -3.0% 743,368 $88.8M
Sanctuary Advisors, LLC 0.40% Add +0.6% 728,486 $87.1M
Kestra Advisory Services, LLC 0.28% Reduce -10.9% 712,922 $85.2M
Yarbrough Capital, LLC 2.55% No change 712,463 $85.2M
Agf Management Ltd. 0.32% Reduce -8.5% 689,855 $82.5M
FMR LLC 0.00% Add +6.0% 679,952 $81.3M
Mariner, LLC 0.08% Reduce -10.0% 676,214 $80.8M
Systematic Alpha Investments, LLC 2.11% Reduce -87.5% 658,400 $78.7M
AQR Capital Management 0.03% Add +54.7% 651,104 $77.8M
MAI Capital Management 0.29% Add +8.9% 646,089 $77.2M
Bank of Montreal 0.03% Add +7.3% 644,542 $77.0M
WBH Advisory Inc. 5.12% Reduce -1.3% 637,972 $76.3M
KCM Investment Advisors LLC 2.20% Add +1.0% 617,483 $73.8M
Apollon Wealth Management, LLC 0.84% Add +0.1% 580,586 $69.4M
Spire Wealth Management 2.08% Reduce -3.8% 575,609 $68.8M
Peapack Gladstone Financial Corp. 0.79% Reduce -2.9% 574,522 $68.7M
Quantinno Capital Management LP 0.08% Add +13.6% 571,960 $68.4M
Ami Investment Management Inc. 12.75% Reduce -10.4% 502,036 $60.0M
Fisher Asset Management 0.02% Reduce -3.9% 498,063 $59.5M
Steward Partners Investment Advisory, LLC 0.30% Add +13.3% 492,797 $58.9M
Private Advisor Group, LLC 0.26% Reduce -2.3% 483,603 $57.8M
Trust Co. of Oklahoma 14.85% Reduce -0.4% 483,407 $57.8M
Manufacturers Life Insurance Company, The 0.05% Add +274.8% 481,712 $57.6M
Ameritas Advisory Services, LLC 1.16% Add +97.0% 481,000 $57.5M
Wealth Enhancement Advisory Services, LLC 0.10% Add +14.2% 560,526 $56.9M
Marks Wealth, LLC 12.16% New 469,868 $56.2M
Pinnacle Associates Ltd. 0.59% Reduce -0.6% 449,691 $53.7M
Elwood & Goetz Wealth Advisory Group, LLC 7.90% Add +2.4% 446,871 $53.4M
Park National Corp. 1.44% Reduce -8.4% 429,410 $51.3M
CVA Family Office, LLC 4.60% Add +0.5% 424,608 $50.7M
Johnson Investment Counsel Inc. 0.36% Add +7.0% 410,374 $49.0M
Ieq Capital, LLC 0.22% Reduce -7.9% 404,951 $48.4M
EP Wealth Advisors, LLC 0.18% Add +3.4% 387,549 $46.3M
NewEdge Advisors, LLC 0.14% Add +23.0% 387,394 $46.3M
SBI Securities Co., Ltd. 1.03% Reduce -1.4% 377,925 $45.2M
&partners 0.18% Add +3.0% 368,011 $44.0M
Winthrop Capital Management, LLC 10.56% Reduce -0.6% 365,715 $43.7M
Clal Insurance Enterprises Holdings Ltd 0.19% Add +3125.0% 359,136 $42.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.15% No change 356,204 $42.6M
MassMutual Private Wealth & Trust, FSB 1.09% Reduce -7.1% 351,436 $42.0M
Madison Asset Management, LLC 0.50% Reduce -12.3% 349,907 $41.8M
Circle Wealth Management, LLC 0.52% Reduce -0.2% 343,949 $41.1M
Harbour Investments, Inc. 0.55% Reduce -1.0% 343,516 $41.1M
Baird Financial Group, Inc. 0.06% Add +1.8% 339,197 $40.5M
First Merchants Corp. 1.40% Add +5.6% 331,585 $39.6M
Mokosak Advisory Group, LLC 8.34% Reduce -2.3% 322,029 $38.5M
FIL Ltd 0.03% Add +8.1% 307,314 $36.7M
Portfolio Strategies, Inc. 3.59% Reduce -1.8% 306,389 $36.6M
Wiser Wealth Management, Inc 6.97% Reduce -1.7% 304,688 $36.4M
Pathstone Holdings, LLC 0.11% Add +4.8% 302,309 $36.1M
Keebeck Wealth Management 3.44% No change 294,221 $35.2M
XML Financial, LLC 2.55% Add +0.6% 292,783 $35.0M
Marotta Asset Management 5.79% Reduce -9.1% 297,077 $34.8M
Wealthfront Advisers LLC 0.07% Add +5.8% 284,640 $34.0M
Barings LLC 0.63% Add +18.4% 284,064 $34.0M
Shah Wealth Advisors, LLC 7.65% — 277,415 $33.2M
IFP Advisors, Inc 0.59% Add +4.0% 275,462 $32.9M
Gratus Wealth Advisors, LLC 4.13% Reduce -1.6% 271,486 $32.4M
Enclave Advisors LLC 4.22% Reduce -7.1% 271,246 $32.4M
Captrust Financial Advisors 0.05% Reduce -41.9% 270,953 $32.4M
Wealth Group Ltd 6.09% Reduce -0.1% 266,045 $31.8M
Cresset Asset Management, LLC 0.11% Add +3.9% 261,190 $31.2M
Stratos Wealth Partners, LTD. 0.32% Reduce -2.3% 260,456 $31.1M
Sumitomo Mitsui Financial Group, Inc. 0.59% Add +10.8% 256,515 $30.7M
BBR Partners, LLC 1.43% No change 255,848 $30.6M
Baker Ellis Asset Management LLC 3.14% Reduce -1.5% 253,459 $30.3M
White Lighthouse Investment Management Inc. 3.77% Reduce -2.3% 253,028 $30.2M
Capital Advisors Wealth Management, LLC 3.47% Add +1.2% 247,167 $29.5M
Gotham Asset Management 0.07% Add +10.8% 241,401 $28.9M
Markowski Investments 6.32% — 240,132 $28.7M
Cornerstone Advisory, LLC 2.36% Add +1.8% 237,662 $28.4M
Kinloch Capital, LLC 10.33% New 236,514 $28.3M
SCS Capital Management LLC 0.27% Reduce -0.7% 236,352 $28.2M
Lowe Brockenbrough & Co. Inc. 1.25% Reduce -0.5% 234,464 $28.0M
J.W. Cole Advisors, Inc. 0.48% Add +9.1% 233,082 $27.9M
Concurrent Investment Advisors, LLC 0.23% Add +8.3% 226,984 $27.1M
Victory Capital Management Inc. 0.02% No change 226,742 $27.1M
Oppenheimer & Co. Inc. 0.29% Add +3.3% 225,217 $26.9M
Perigon Wealth Management, LLC 0.42% Reduce -4.8% 224,450 $26.8M
HB Wealth Management, LLC 0.15% Reduce -3.9% 223,842 $26.8M
Financial Perspectives, Inc 6.50% No change 223,584 $26.7M
Welch Capital Partners LLC 5.12% No change 218,480 $26.1M
Robertson Stephens Wealth Management, LLC 0.64% Reduce -20.3% 217,178 $26.0M
Citigroup Inc. 0.01% Reduce -47.6% 214,615 $25.7M
Anchor Investment Management, LLC 1.92% Reduce -3.8% 213,636 $25.5M
BlackRock, Inc. 0.00% Add +31.8% 213,443 $25.5M
Pioneer Family Office, LLC 13.09% Add +6.6% 212,483 $25.4M
Arax Advisory Partners 0.17% Add +573.5% 212,382 $25.4M
Brandywine Oak Private Wealth LLC 1.91% Reduce -0.1% 210,995 $25.2M
Annex Advisory Services, LLC 0.43% Reduce -3.5% 208,680 $24.9M
Integrated Wealth Concepts LLC 0.16% Add +4.9% 206,955 $24.7M
Fiduciary Trust Co 0.26% Reduce -2.0% 203,386 $24.3M
Colter Lewis Investment Partners LLC 10.80% Add +1486.9% 203,251 $24.3M
AlphaCore Capital LLC 0.44% Reduce -6.7% 202,066 $24.2M
Natixis Advisors, LLC 0.03% Add +3.5% 198,798 $23.8M
Simon Quick Advisors, LLC 0.96% Reduce -0.9% 197,992 $23.7M
Sound View Wealth Advisors Group, LLC 1.46% Reduce -1.8% 197,243 $23.6M
Main Management LLC 1.57% Add +2.6% 195,191 $23.3M
Savvy Advisors, Inc. 0.50% Reduce -7.5% 194,680 $23.3M
Redstone Wealth Management, LLC 15.12% Reduce -13.0% 193,882 $23.2M
Junk Investment Group, LLC 10.26% Reduce -0.5% 193,838 $23.2M
Curi Capital, LLC 0.36% Add +4.3% 193,280 $23.1M
Hartford Financial Management Inc. 5.15% Add +8.6% 193,254 $23.1M
Kestra Private Wealth Services, LLC 0.25% Reduce -0.9% 192,313 $23.0M
Scotia Capital Inc. 0.09% Reduce -10.9% 191,433 $22.9M
Wheelhouse Advisory Group LLC 6.37% Reduce -1.6% 188,828 $22.6M
Kwmg, LLC 1.63% Add +1.6% 188,807 $22.6M
Mgo One Seven LLC 0.37% Reduce -4.1% 185,737 $22.2M
Curtis Advisory Group, LLC 4.29% Add +4.1% 184,664 $22.1M
Beacon Pointe Advisors, LLC 0.10% No change 183,754 $22.0M
Foronjy Financial LLC 7.94% Reduce -0.2% 180,863 $21.6M
KTF Investments, LLC 2.18% Reduce -6.7% 180,594 $21.6M
Founders Grove Wealth Partners, LLC 4.29% Reduce -12.0% 179,907 $21.5M
Foundations Investment Advisors, LLC 0.22% Add +2.0% 179,282 $21.4M
Gibraltar Capital Management, Inc. 3.28% Add +2.4% 177,612 $21.2M
Merit Financial Group, LLC 0.13% Reduce -3.6% 173,991 $20.8M
Atria Investments, Inc 0.21% Reduce -2.8% 171,937 $20.5M
Fca Corp. 5.06% Add +4.0% 171,896 $20.5M
Evergreen Capital Management LLC 0.36% No change 170,231 $20.3M
Madden Advisory Services, Inc. 7.29% Reduce -0.2% 169,988 $20.3M
Praetorian Wealth Management, Inc. 3.50% Reduce -1.2% 169,610 $20.3M
Western Wealth Management, LLC 0.66% Add +2.6% 168,022 $20.1M
O'shaughnessy Asset Management, LLC 0.09% Reduce -27.5% 167,193 $20.0M
Fifth Third Wealth Advisors LLC 0.55% Reduce -2.0% 165,448 $19.8M
Farther Finance Advisors, LLC 0.15% Add +24.2% 165,459 $19.8M
Snowden Capital Advisors LLC 0.47% Add +9.3% 165,024 $19.7M
World Investment Advisors 0.33% Reduce -48.3% 109,110 $19.7M
Crewe Advisors LLC 1.42% No change 164,416 $19.7M
Karpus Management, Inc. 0.55% Reduce -3.4% 161,378 $19.3M
Leeward Financial Partners, LLC 5.02% Reduce -5.6% 159,986 $19.1M
Curran Financial Partners, LLC 2.81% Add +1722.6% 157,913 $18.9M
Triangle Securities Wealth Management 3.72% Reduce -1.5% 156,663 $18.7M
Arkansas Financial Group, Inc. 2.42% Reduce -10.0% 155,103 $18.5M
First Financial Corp. 6.41% Reduce -3.7% 154,898 $18.5M
CoreCap Advisors, LLC 0.54% Add +0.5% 154,381 $18.5M
Sage Mountain Advisors LLC 1.13% Add +0.1% 154,016 $18.4M
Dorsey & Whitney Trust CO LLC 0.90% Reduce -5.1% 153,785 $18.4M
Jmac Enterprises LLC 3.08% Reduce -8.7% 152,962 $18.3M
Axxcess Wealth Management, LLC 0.29% Reduce -0.9% 152,073 $18.2M
Wall Street Financial Group, Inc. 9.70% Add +15.5% 151,829 $18.1M
Mutual Advisors, LLC 0.34% Reduce -3.9% 151,059 $18.1M
Advisory Services Network, LLC 0.20% Add +2.5% 150,205 $18.0M
US Bancorp \de 0.02% Add +5.8% 149,229 $17.8M
Atlas Legacy Advisors, LLC 2.62% Reduce -26.9% 147,000 $17.7M
JBR Co Financial Management Inc 6.41% Add +17.6% 147,030 $17.6M
Chatham Capital Group, Inc. 2.24% Reduce -3.8% 147,008 $17.6M
Waverly Advisors, LLC 0.10% Add +37.1% 145,966 $17.4M
Certified Advisory Corp 1.40% Add +0.3% 145,441 $17.4M
TRUE Private Wealth Advisors 1.44% Add +0.4% 139,665 $16.7M
Glenmede Trust Co. NA 0.07% Add +12.5% 139,555 $16.7M
Principle Wealth Partners LLC 0.82% Reduce -0.6% 138,294 $16.5M
Beacon Capital Management, LLC 2.39% Reduce -19.1% 136,652 $16.3M
Barclays PLC 0.01% Add +263.7% 134,842 $16.1M
First PREMIER Bank 2.59% Add +0.9% 134,242 $16.0M
Osbon Capital Management LLC 12.53% Reduce -4.8% 133,586 $16.0M
IFG Advisory, LLC 0.56% Add +7543.8% 133,308 $15.9M
BIP Wealth, LLC 0.45% Add +785.7% 132,219 $15.8M
Brookstone Capital Management 0.16% Add +14.3% 131,984 $15.8M
John Boyer, Inc. 13.52% Add +2.0% 130,456 $15.6M
Titleist Asset Management, LLC 1.05% Reduce -2.4% 130,427 $15.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +30.8% 130,167 $15.6M
Hobart Private Capital, LLC 2.65% Reduce -7.3% 129,044 $15.4M
Bokf, NA 0.21% Reduce -0.6% 128,916 $15.4M
Independent Financial Group, LLC 0.29% Add +8.7% 128,008 $15.3M
SouthState Bank Corp 0.63% Add +147.7% 125,375 $15.0M
Blair William & Co. 0.04% Reduce -50.3% 125,123 $15.0M
Royal Fund Management, LLC 1.25% Add +0.8% 125,058 $14.9M
Cibc World Market Inc. 0.03% Add +4.5% 124,990 $14.9M
D.A. Davidson & Co. 0.08% Add +2.8% 123,759 $14.8M
Pinnacle Financial Partners, Inc. 0.10% Reduce -2.2% 123,361 $14.7M
NWF Advisory Services Inc. 1.38% Add +4.7% 123,009 $14.7M
New Insight Wealth Advisors 4.31% No change 122,345 $14.6M
Patton Albertson Miller Group, LLC 1.44% Add +1.6% 120,686 $14.4M
Wilmington Savings Fund Society, FSB 0.32% Reduce -10.8% 120,683 $14.4M
Magnolia Wealth Management, LLC 7.53% Reduce -16.2% 120,389 $14.4M
D. E. Shaw & Co. 0.01% New 119,879 $14.3M
Thryve Wealth Management LLC 7.94% Add +29.3% 118,926 $14.2M
Focused Wealth Management, Inc 1.25% Reduce -0.8% 118,825 $14.2M
Olistico Wealth, LLC 6.04% Add +381.8% 568,514 $14.1M
Strengthening Families & Communities, LLC 3.10% Reduce -1.3% 116,557 $13.9M
Leavell Investment Management, Inc. 0.51% Reduce -0.5% 116,495 $13.9M
Wedmont Private Capital 0.38% Add +11.2% 117,506 $13.9M
Fifth Third Securities, Inc. 0.79% Reduce -2.5% 115,548 $13.8M
Financial Freedom, LLC 6.33% Reduce -3.0% 115,421 $13.8M
Mission Wealth Management, LP 0.17% Add +149.7% 115,086 $13.8M
AE Wealth Management LLC 0.06% Add +2.4% 114,957 $13.7M
Moneta Group Investment Advisors LLC 0.10% Reduce -86.8% 114,850 $13.7M
Capital Planning LLC 3.98% Reduce -9.2% 114,400 $13.7M
Perennial Investment Advisors, LLC 0.91% Add +1.6% 113,963 $13.6M
Savant Capital, LLC 0.04% Add +23.3% 78,936 $13.5M
Altura Wealth Advisors Inc. 4.55% Add +1.5% 112,944 $13.5M
Naples Global Advisors, LLC 0.83% No change 112,742 $13.5M
Quaker Wealth Management, LLC 3.90% Reduce -0.1% 111,949 $13.4M
Alexander Labrunerie & Co., Inc. 4.70% Reduce -18.3% 111,148 $13.3M
Penobscot Wealth Management 3.54% Reduce -8.0% 110,659 $13.2M
Summitas Investment Management LLC 9.74% Reduce -3.2% 109,709 $13.1M
Neuberger Berman Group LLC 0.01% Add +5.4% 108,890 $13.0M
Vermillion Wealth Management, Inc. 3.10% Reduce -2.9% 108,590 $13.0M
Bank of New York Mellon Corp 0.00% Reduce -6.1% 108,132 $12.9M
Haverford Trust Co 0.11% Reduce -1.8% 107,159 $12.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.6% 106,610 $12.7M
Cornerstone Advisors Asset Management, LLC 1.66% No change 106,471 $12.7M
TD Private Client Wealth LLC 0.23% Reduce -1.7% 106,448 $12.7M
Bouchey Financial Group, Ltd. 0.82% Reduce -1.3% 106,026 $12.7M
Vista Investment Management 3.78% Reduce -3.2% 104,651 $12.5M
CIBC Bancorp USA Inc. 0.02% Reduce -4.4% 104,042 $12.5M
Laurel Oak Wealth Management, LLC 1.80% Add +0.2% 103,220 $12.3M
Advisors Capital Management, LLC 0.13% Reduce -3.9% 102,858 $12.3M
Aspiriant, LLC 0.30% No change 102,831 $12.3M
Summit Financial, LLC 0.13% Add +51.4% 102,695 $12.3M
NorthRock Partners, LLC 0.18% Reduce -87.1% 102,247 $12.2M
Prospera Financial Services Inc 0.18% Reduce -17.4% 102,093 $12.2M
United Capital Financial Advisors, LLC 0.07% Add +6.0% 101,885 $12.2M
Diversify Advisory Services, LLC 0.20% New 107,116 $12.0M
Diversify Wealth Management, LLC 0.20% Reduce -86.8% 107,116 $12.0M
Freestone Capital Holdings, LLC 0.31% Add +73.8% 100,115 $12.0M
Atlas Capital Advisors Inc. 1.31% Reduce -6.1% 99,992 $12.0M
E&G Advisors, LLC 2.29% Reduce -0.2% 99,404 $11.9M
Williams Jones Wealth Management, LLC. 0.13% Add +19.7% 98,930 $11.8M
Parallel Advisors, LLC 0.18% Reduce -2.1% 98,549 $11.8M
Allworth Financial LP 0.05% Add +0.5% 96,606 $11.5M
Creative Financial Designs Inc. 0.54% Add +3.5% 95,436 $11.4M
Dagco, Inc. 2.08% Add +0.6% 94,349 $11.3M
Kingsview Wealth Management, LLC 0.14% Reduce -2.6% 94,321 $11.3M
Sigma Planning Corp 0.28% Add +4.7% 93,680 $11.2M
Bravias Capital Group, LLC 6.64% Add +4.2% 93,648 $11.2M
CX Institutional 0.32% Add +1571.9% 93,227 $11.1M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -3.0% 92,874 $11.1M
Tudor Investment Corporation 0.05% Add +322.0% 91,364 $10.9M
Banco Santander, S.A. 0.07% Add +1.9% 90,531 $10.8M
Neville Rodie & Shaw Inc. 0.70% Add +0.1% 90,276 $10.8M
Meitav Investment House Ltd. 0.07% Add +73.5% 89,934 $10.7M
SWAN Capital LLC 3.65% Reduce -24.3% 89,157 $10.7M
Gladstone Institutional Advisory LLC 0.34% Add +0.6% 88,809 $10.6M
Elevation Point Wealth Partners, LLC 0.20% Reduce -3.0% 88,247 $10.5M
Security Financial Services, INC. 1.46% No change 88,080 $10.5M
VestGen Advisors, LLC 0.30% Reduce -87.4% 86,399 $10.3M
Kesler, Norman & Wride, LLC 1.63% Add +0.3% 86,355 $10.3M
MY Wealth Management Inc. 7.20% Add +18.3% 85,555 $10.2M
Advisors Preferred, LLC 1.57% New 88,342 $10.1M
Culbertson A N & Co. Inc. 1.17% Reduce -5.0% 84,082 $10.0M
Dougherty & Associates, LLC 8.01% Add +2.5% 83,721 $10.0M
BNP Paribas Financial Markets 0.01% Reduce -29.0% 82,634 $9.9M
S&A Financial Services, Inc. 5.99% Reduce -3.9% 82,055 $9.8M
Choreo, LLC 0.11% Reduce -6.4% 78,188 $9.7M
Smith, Moore & Co. 0.63% Add +54.6% 80,726 $9.6M
Financial Advisory Partners, LLC 2.52% Add +1.1% 80,673 $9.6M
Hancock Whitney Corp. 0.16% Reduce -9.5% 79,859 $9.5M
Flagship Private Wealth, LLC 3.36% Reduce -8.4% 79,614 $9.5M
Compass Financial Management LLC 1.16% — 79,360 $9.5M
Commerce Bank 0.04% Reduce -1.4% 78,776 $9.4M
Cabot Wealth Management Inc. 0.96% New 78,766 $9.4M
Joel Isaacson & Co., LLC 0.27% Reduce -1.9% 78,390 $9.4M
FPC Investment Advisory, Inc. 4.41% Reduce -88.6% 82,652 $9.3M
Retirement Planning Group, LLC 0.24% Reduce -39.3% 77,983 $9.3M
NorthCrest Asset Manangement, LLC 0.24% Add +24.8% 79,084 $9.3M
Magnus Financial Group LLC 0.66% Add +9.9% 77,453 $9.3M
Rothschild Wealth LLC 0.74% Add +18.1% 77,037 $9.2M
Diversified Enterprises, LLC 0.43% Reduce -0.8% 75,080 $9.0M
Advantage Trust Co 3.15% Reduce -7.9% 74,912 $9.0M
Flputnam Investment Management Co. 0.11% Reduce -5.5% 74,466 $8.9M
Focus Partners Advisor Solutions, LLC 0.08% Add +46.0% 74,342 $8.9M
Wealthcare Advisory Partners LLC 0.17% Reduce -1.8% 74,308 $8.9M
Ausdal Financial Partners, Inc. 0.35% Reduce -3.1% 74,237 $8.9M
Goepper Burkhardt LLC 2.65% Add +2.2% 73,880 $8.8M
Oak Harvest Investment Services 0.82% Reduce -4.0% 73,505 $8.8M
Raab & Moskowitz Asset Management LLC 1.77% Add +0.4% 73,376 $8.8M
PW Nova Financial Services LLC 1.86% Reduce -0.1% 72,438 $8.7M
Bank of New Hampshire 1.79% Add +1.2% 71,872 $8.6M
NewEdge Wealth, LLC 0.09% Reduce -2.9% 71,853 $8.6M
Valley National Advisers Inc. 0.95% Reduce -1.6% 71,769 $8.6M
Ridge Creek Global, Inc 6.64% Reduce -0.2% 71,453 $8.5M
RCW Management, LLC 7.61% Reduce -2.5% 71,034 $8.5M
OpenArc Corporate Advisory, LLC 0.10% Reduce -2.1% 70,075 $8.4M
Wulff, Hansen & Co. 6.35% New 69,347 $8.3M
Atlantic Family Wealth, LLC 5.28% Add +15.0% 69,066 $8.3M
Sarasin & Partners LLP 0.10% New 68,882 $8.2M
Pallas Capital Advisors LLC 0.25% Add +1.5% 68,837 $8.2M
Strategic Blueprint, LLC 0.41% Add +2.1% 68,454 $8.2M
Greenwood Gearhart LLC 0.38% Reduce -18.1% 68,430 $8.2M
Fairway Financial, LLC 5.59% Reduce -0.8% 68,415 $8.2M
CreativeOne Wealth, LLC 0.18% Add +6.4% 68,347 $8.2M
SeaCrest Wealth Management, LLC 0.89% No change 67,386 $8.1M
International Assets Investment Management, LLC 0.48% Reduce -2.3% 68,559 $8.0M
Signature Estate & Investment Advisors LLC 0.14% Reduce -21.1% 67,237 $8.0M
Asset One Wealth Management LLC 0.85% Reduce -84.3% 68,877 $8.0M
Argo Wealth Advisory, LLC 4.41% Reduce -5.6% 66,813 $8.0M
Sequoia Financial Advisors, LLC 0.04% Reduce -24.0% 66,744 $8.0M
Belpointe Asset Management LLC 0.26% Reduce -8.5% 66,667 $8.0M
Empower Advisory Group, LLC 0.02% Add +0.7% 66,649 $8.0M
Main Street Financial Solutions, LLC 0.51% Add +8.1% 66,507 $7.9M
Wealthspire Advisors, LLC 0.04% Add +31.3% 65,928 $7.9M
Global Retirement Partners, LLC 0.12% — 65,861 $7.9M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -87.3% 65,722 $7.9M
Mather Group, Llc. 0.07% Add +17.0% 65,557 $7.8M
Sheridan Capital Management, LLC 3.77% Add +3.4% 65,475 $7.8M
Prime Capital Investment Advisors, LLC 0.08% Reduce -5.8% 65,470 $7.8M
Quadrant Capital Group LLC 0.21% Reduce -2.1% 65,340 $7.8M
Kingswood Wealth Advisors, LLC 0.31% Add +6.6% 65,270 $7.8M
Modera Wealth Management, LLC 0.08% Reduce -0.6% 64,939 $7.8M
Wealthspire Retirement, LLC 0.42% Reduce -1.4% 64,502 $7.7M
One Charles Private Wealth Services, LLC 1.76% Add +1.1% 63,908 $7.6M
Sound Stewardship, LLC 3.13% Reduce -1.9% 63,518 $7.6M
GWN Securities Inc. 1.27% Reduce -1.5% 63,478 $7.6M
Elm Partners Management LLC 0.27% Add +24.2% 63,210 $7.6M
WMG Financial Advisors, LLC 2.84% Add +5.8% 63,118 $7.5M
Syon Capital LLC 0.33% Reduce -12.8% 62,818 $7.5M
Atlantic Union Bankshares Corp 0.13% Add +8.2% 62,704 $7.5M
Drucker Wealth 3.0, LLC 1.18% Reduce -11.1% 62,687 $7.5M
BTG Pactual Asset Management US LLC 0.57% Reduce -8.1% 62,639 $7.5M
Tandem Wealth Advisors LLC 2.98% Reduce -16.1% 62,550 $7.5M
Trinity Legacy Partners, LLC 1.49% Reduce -3.9% 65,097 $7.4M
Manchester Capital Management LLC 0.96% Reduce -8.9% 61,675 $7.4M
IHT Wealth Management, LLC 0.16% Add +2.2% 61,499 $7.4M
Waldron Private Wealth LLC 0.25% Add +0.4% 61,225 $7.3M
Orser Capital Management, LLC 3.60% Add +1.0% 60,781 $7.3M
Go Invest LLC 1.69% Add +19.9% 60,130 $7.2M
DAVENPORT & Co LLC 0.04% Reduce -2.5% 59,950 $7.2M
Summit Trail Advisors, LLC 0.09% No change 59,883 $7.2M
Ignite Planners, LLC 0.98% Add +4.9% 59,470 $7.1M
Hilltop Holdings Inc. 0.58% Add +0.5% 59,365 $7.1M
Marion Wealth Management 1.44% Reduce -2.9% 59,151 $7.1M
Innovative Wealth Building LLC 4.07% Add +6.1% 58,592 $7.0M
Realta Investment Advisors 2.17% Add +12.0% 58,525 $7.0M
Bulwark Capital Corp 3.93% No change 58,384 $7.0M
MMBG Investment Advisors Co. 0.55% Reduce -0.3% 57,800 $6.9M
Clark Capital Management Group, Inc. 0.04% Add +461.9% 57,229 $6.8M
Connecticut Wealth Management, LLC 0.25% Reduce -8.1% 57,026 $6.8M
Fingerlakes Wealth Management, Inc. 3.62% Add +1.7% 56,264 $6.7M
Caprock Group, LLC 0.13% Add +8.0% 56,136 $6.7M
Zhang Financial LLC 0.19% Add +6.1% 55,695 $6.7M
Avidian Wealth Enterprises, LLC 0.18% Add +9.9% 55,457 $6.6M
Avantax Planning Partners, Inc. 0.16% Reduce -2.2% 55,364 $6.6M
Acorn Creek Capital LLC 2.19% Reduce -1.1% 54,826 $6.6M
Sierra Capital LLC 0.63% Reduce -6.8% 54,732 $6.5M
Eley Financial Management, Inc 2.08% Reduce -10.1% 53,667 $6.4M
StoneX Group Inc. 0.26% Add +37.4% 53,667 $6.4M
Theory Financial LLC 2.01% Add +9.9% 53,392 $6.4M
JM2 Capital Inc. 4.37% Reduce -0.3% 53,233 $6.4M
Joule Financial, LLC 1.72% Reduce -1.9% 53,143 $6.4M
Principal Securities, Inc. 0.08% Reduce -10.2% 52,881 $6.3M
Cardinal Point Capital Management ULC 0.36% Reduce -4.7% 52,872 $6.3M
N.E.W. Advisory Services LLC 0.42% Add +3.0% 52,766 $6.3M
Tradition Wealth Management, LLC 0.39% Add +43.5% 52,732 $6.3M
HighPoint Advisor Group LLC 0.22% Reduce -0.3% 52,422 $6.3M
Schnieders Capital Management, Llc. 0.83% No change 52,376 $6.3M
Index Fund Advisors, Inc. 0.25% No change 52,262 $6.2M
Aptus Capital Advisors, LLC 0.05% Add +8.3% 51,957 $6.2M
Asset Management Group, Inc. 0.91% Reduce -0.8% 51,898 $6.2M
Hennion & Walsh Asset Management, Inc. 0.18% Reduce -17.4% 51,638 $6.2M
CENTRAL TRUST Co 0.11% Reduce -1.0% 51,532 $6.2M
Allianz Asset Management GmbH 0.01% Add +94.3% 51,300 $6.1M
Evolution Wealth Advisors, LLC 0.72% No change 51,267 $6.1M
Wedbush Securities Inc. 0.16% Add +30.1% 51,266 $6.1M
Busey Bank 0.15% Add +1.9% 51,195 $6.1M
Rehmann Capital Advisory Group 0.28% Add +1.5% 51,190 $6.1M
SageGuard Financial Group, LLC 0.86% Reduce -18.7% 51,149 $6.1M
Arkadios Wealth Advisors 0.09% Reduce -6.4% 51,061 $6.1M
Bellevue Asset Management, LLC 2.82% Reduce -0.3% 51,058 $6.1M
Fischer Financial Services, Inc. 1.53% Reduce -21.6% 51,033 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -3.1% 51,011 $6.1M
Capital Advisors Inc. 0.09% No change 50,831 $6.1M
Bessemer Group Inc. 0.01% Reduce -44.1% 50,628 $6.1M
TD Waterhouse Canada Inc. 0.02% Reduce -1.8% 51,495 $6.0M
Smith Salley Wealth Management 0.26% Reduce -0.2% 50,353 $6.0M
Trust Co. of Vermont 0.22% — 50,314 $6.0M
Ballast, Inc. 1.13% Add +18.6% 50,009 $6.0M
Sun Group Wealth Partners 4.08% Reduce -3.2% 49,984 $6.0M
Kovack Advisors, Inc. 0.29% Add +2.2% 50,821 $6.0M
Park Avenue Securities LLC 0.04% Add +50.7% 49,937 $6.0M
MontVue Capital Management, Inc. 3.39% No change 49,280 $5.9M
Vision Retirement, LLC 1.42% Add +5.8% 49,253 $5.9M
Steel Grove Capital Advisors, LLC 0.55% Add +13.1% 48,925 $5.8M
Franklin Resources Inc. 0.00% Add +74.7% 48,737 $5.8M
Tandem Investment Partners LLC 4.49% Reduce -12.4% 48,735 $5.8M
Farmers National Bank 1.21% Reduce -3.5% 48,581 $5.8M
Cathy Pareto & Associates, Inc. 3.39% Reduce -2.4% 48,431 $5.8M
Vanguard National Trust Co 0.31% Reduce -1.2% 48,296 $5.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.08% New 48,282 $5.8M
Associated Banc-Corp 0.14% Reduce -0.9% 48,157 $5.8M
Marshall & Sterling Wealth Advisors Inc. 3.39% Reduce -20.6% 47,930 $5.7M
Dakota Wealth Management 0.11% Reduce -0.7% 47,865 $5.7M
Proficio Capital Partners LLC 0.20% No change 47,688 $5.7M
Stephens Inc. 0.06% Reduce -3.8% 47,610 $5.7M
PCG Asset Management, LLC 4.06% Reduce -1.2% 47,404 $5.7M
Patriot Investment Management Group, Inc. 0.33% No change 47,027 $5.6M
Certior Financial Group, LLC 3.07% Add +2.4% 46,851 $5.6M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -35.8% 46,666 $5.6M
Thomasville National Bank 0.30% — 46,384 $5.5M
Renaissance Technologies 0.01% New 46,309 $5.5M
Highline Wealth Partners LLC 1.13% Add +3.7% 46,125 $5.5M
High Net Worth Advisory Group LLC 1.17% Add +1.5% 46,038 $5.5M
Physician Wealth Advisors, Inc. 0.66% Add +4.3% 45,963 $5.5M
Latko Wealth Management, Ltd. 2.33% Reduce -7.2% 45,942 $5.5M
PeakShares LLC 4.08% Reduce -20.5% 45,916 $5.5M
Idaho Trust Co 1.60% Reduce -2.0% 45,843 $5.5M
Smith Asset Management Co., LLC 4.30% Add +16.9% 45,680 $5.5M
Clifford Group, LLC 3.76% Reduce -13.9% 45,472 $5.4M
Everest Financial Group LLC 0.73% Add +0.6% 45,413 $5.4M
Certuity, LLC 0.27% Add +0.3% 45,315 $5.4M
Ciovacco Capital Management LLC 2.40% Reduce -0.9% 45,214 $5.4M
Keybank National Association 0.02% Add +14.6% 45,173 $5.4M
Insigneo Advisory Services, LLC 0.20% Add +14.4% 44,940 $5.4M
Orographic Financial Advisors, LLC 3.55% Reduce -2.0% 44,123 $5.4M
Jacobi Capital Management LLC 0.26% Add +1.8% 44,805 $5.4M
Concentrum Wealth Management 1.28% Add +2.4% 44,722 $5.3M
Sharper & Granite LLC 1.65% Reduce -5.3% 44,424 $5.3M
Davis R M Inc. 0.08% Add +78.7% 44,066 $5.3M
Brighton Jones LLC 0.10% Add +8.5% 43,824 $5.2M
Wolff Financial Management LLC 1.04% Reduce -4.6% 43,547 $5.2M
Apollon Financial, LLC 0.61% Add +6.2% 43,271 $5.2M
Old National Bancorp 0.10% Reduce -6.3% 43,259 $5.2M
Stratos Wealth Advisors, LLC 0.28% Reduce -22.6% 43,176 $5.2M
Simmons Bank 0.29% Reduce -3.4% 42,901 $5.1M
Vise Technologies, Inc. 0.06% Add +65.7% 42,757 $5.1M
Compound Planning, Inc. 0.13% Add +5.4% 42,429 $5.1M
First Bancorp, Inc 2.00% Reduce -15.9% 42,384 $5.1M
RFG Advisory, LLC 0.08% Reduce -9.5% 42,249 $5.0M
Rwa Wealth Partners, LLC 0.05% Add +14.0% 42,110 $5.0M
Peregrine Asset Advisers, Inc. 1.08% Add +14.4% 41,627 $5.0M
Insight Advisors, LLC/ PA 0.87% Add +1.2% 41,406 $4.9M
New England Private Wealth Advisors LLC 0.48% No change 43,636 $4.9M
First Horizon Corp. 0.19% Add +8.5% 41,327 $4.9M
Chicago Partners Investment Group LLC 0.10% Reduce -88.1% 43,083 $4.9M
Parker Investment Management, LLC 0.59% Reduce -2.8% 40,842 $4.9M
Odyssey Capital Advisors, Inc. 3.48% Reduce -1.8% 40,677 $4.9M
Davis Investment Partners, LLC 1.48% Reduce -27.0% 40,648 $4.9M
Essex Financial Services, Inc. 0.24% Add +7.7% 40,611 $4.9M
CWA Asset Management Group, LLC 0.15% Reduce -0.1% 40,253 $4.8M
Shira Ridge Wealth Management 1.68% Reduce -1.2% 40,216 $4.8M
Tower Research Capital LLC (TRC) 0.12% No change 40,198 $4.8M
Cozad Asset Management Inc. 0.31% Reduce -0.2% 40,184 $4.8M
Centaurus Financial, Inc. 0.19% Reduce -10.9% 40,122 $4.8M
Kachkovsky & Fisher, Inc. 4.60% — 40,000 $4.8M
Daymark Wealth Partners, LLC 0.12% Add +1.9% 39,759 $4.8M
Lam Group, Inc. 2.36% Reduce -0.3% 39,756 $4.8M
Houlihan Financial Resource Group, Ltd. 1.69% No change 39,746 $4.8M
Exchange Traded Concepts, LLC 0.02% Add +6.7% 38,945 $4.7M
Capital Management Associates, Inc 0.93% Add +31.9% 38,870 $4.6M
Nuveen, LLC 0.00% New 38,461 $4.6M
Valeo Financial Advisors, LLC 0.10% Add +1.5% 38,085 $4.6M
Jane Street Group, LLC 0.00% Reduce -82.7% 38,070 $4.6M
St. Nicholas Private Asset Management, Inc. 3.94% Reduce -1.6% 37,844 $4.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +6.8% 37,551 $4.5M
Garde Capital, Inc. 0.20% Add +1.8% 37,546 $4.5M
Ascent Group, LLC 0.13% Add +3.8% 37,398 $4.5M
Composition Wealth, LLC 0.05% Add +12.5% 37,299 $4.5M
McAdam, LLC 0.17% Reduce -26.6% 37,159 $4.4M
Schwallier Wealth Management LLC 2.79% New 36,985 $4.4M
Thrivent Financial for Lutherans 0.01% Reduce -25.3% 36,939 $4.4M
RBA Wealth Management, LLC 1.62% Reduce -12.6% 36,856 $4.4M
Integrity Alliance, Llc. 0.14% Add +6.9% 36,520 $4.4M
JNBA Financial Advisors 0.33% Reduce -1.2% 36,349 $4.3M
Transcend Capital Advisors, LLC 0.29% Reduce -0.4% 36,304 $4.3M
Clearstead Advisors, LLC 0.04% Add +7.4% 36,095 $4.3M
Salomon & Ludwin, LLC 0.35% Reduce -10.2% 36,510 $4.3M
Symphony Financial Services, Inc. 1.92% Add +6.7% 35,680 $4.3M
Ayalon Insurance Comp Ltd. 0.52% No change 35,168 $4.2M
L. Roy Papp & Associates, LLP 0.44% No change 34,992 $4.2M
Mitchell Sinkler & Starr 1.74% Add +0.6% 34,924 $4.2M
Strategic Family Wealth Counselors, L.L.C. 0.97% Add +6.2% 34,869 $4.2M
John A. Wolfe & Associates, Inc. 5.73% Reduce -3.1% 34,815 $4.2M
Mainsail Asset Management, LLC 1.63% Reduce -2.2% 36,765 $4.2M
Trilogy Capital Inc. 0.16% Reduce -11.9% 34,666 $4.1M
BLB&B Advisors, LLC 0.15% Add +1.0% 34,661 $4.1M
Lanark Financial, Inc. 0.28% Reduce -0.8% 34,581 $4.1M
Truepoint, Inc. 0.09% No change 34,432 $4.1M
Curated Wealth Partners LLC 0.47% Reduce -0.3% 34,168 $4.1M
Bradley Foster & Sargent Inc. 0.06% Add +6.1% 34,150 $4.1M
Rathbones Group PLC 0.01% Add +2.4% 34,142 $4.1M
Hollencrest Capital Management 0.27% Reduce -92.8% 33,999 $4.1M
First Trust Advisors LP 0.00% Reduce -0.3% 33,776 $4.0M
Hopwood Financial Services, Inc. 2.33% Reduce -0.3% 33,667 $4.0M
Argent Trust Co 0.12% Add +262.9% 33,440 $4.0M
Compass Ion Advisors, LLC 0.34% Reduce -9.6% 33,403 $4.0M
Archford Capital Strategies, LLC 0.40% No change 32,960 $3.9M
Great Valley Advisor Group, Inc. 0.06% Add +3.5% 32,931 $3.9M
Griffin Asset Management, Inc. 0.41% No change 32,876 $3.9M
Center for Financial Planning, Inc. 0.37% Add +1.0% 32,791 $3.9M
LPWM LLC 0.87% Reduce -0.2% 32,672 $3.9M
Richmond Brothers, Inc. 2.01% Reduce -55.2% 32,345 $3.9M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -7.8% 32,330 $3.9M
Citizens Financial Group Inc. 0.05% Reduce -3.3% 32,315 $3.9M
National Wealth Management Group, LLC 1.18% Reduce -3.4% 31,991 $3.8M
Synergy Financial Group, LTD 2.71% Add +14.1% 31,496 $3.8M
NWM Advisors, LLC 2.93% Add +1.7% 31,150 $3.7M
LBMC Investment Advisors, LLC 0.20% No change 31,118 $3.7M
CMG Global Holdings, LLC 1.58% Reduce -3.2% 31,097 $3.7M
Bright Financial Advisors, Inc. 1.53% No change 30,619 $3.7M
New York Life Investment Management LLC 0.03% New 30,537 $3.6M
Kirtland Hills Capital Management, LLC 1.04% Reduce -81.3% 30,529 $3.6M
PFG Advisors 0.18% Reduce -6.2% 30,173 $3.6M
HUB Investment Partners, LLC 0.07% Add +108.8% 29,881 $3.6M
Stonebridge Financial Planning Group, LLC 1.13% Reduce -0.9% 29,625 $3.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -54.9% 29,569 $3.5M
Heritage Investment Group, Inc. 0.47% Add +9.5% 29,528 $3.5M
Global Wealth Management, LLC 1.80% No change 29,508 $3.5M
OneDigital Investment Advisors LLC 0.03% Add +11.6% 29,489 $3.5M
Tsfg, LLC 0.44% No change 29,416 $3.5M
Brookwood Investment Group LLC 0.41% Add +7.1% 29,380 $3.5M
Checchi Capital Advisers, LLC 0.22% Reduce -5.7% 29,314 $3.5M
Leelyn Smith, LLC 0.42% No change 29,240 $3.5M
W Advisors, LLC 1.58% Add +5.2% 29,065 $3.5M
Tranquilli Financial Advisor LLC 1.87% Add +117.4% 29,061 $3.5M
Crestwood Advisors Group, LLC 0.05% No change 29,013 $3.5M
Lodestar Private Asset Management LLC 0.30% Reduce -20.8% 28,864 $3.4M
GPM Growth Investors, Inc. 1.44% Reduce -0.3% 28,756 $3.4M
Simplicity Wealth,LLC 0.12% Add +172.3% 28,626 $3.4M
Harbor Asset Planning, Inc. 2.57% Reduce -1.9% 28,589 $3.4M
Guardian Asset Advisors, LLC 1.57% New 28,498 $3.4M
Bison Wealth, LLC 0.31% Reduce -87.5% 29,188 $3.4M
WESPAC Advisors, LLC 1.65% New 28,350 $3.4M
Simplex Trading, LLC 0.09% New 28,287 $3.4M
City State Bank 0.77% Add +6.8% 28,215 $3.4M
Tower View Wealth Management LLC 1.47% Reduce -0.7% 27,988 $3.3M
Goldstone Financial Group, LLC 0.31% Reduce -8.9% 27,986 $3.3M
Fiduciary Alliance LLC 0.23% Reduce -6.4% 27,955 $3.3M
Wesbanco Bank Inc. 0.08% Reduce -4.3% 27,928 $3.3M
NorthLanding Financial Partners, LLC 2.28% Add +157.6% 27,633 $3.3M
Flagship Harbor Advisors, LLC 0.13% Add +24.4% 27,570 $3.3M
Gross & Hartman Investments LLC 1.45% Add +2.1% 27,463 $3.3M
Affinity Capital Advisors, LLC 0.40% Add +0.3% 28,057 $3.3M
Darrow Company, Inc. 1.25% Add +3.0% 27,725 $3.2M
Signal Advisors Wealth, LLC 0.17% Add +24.0% 26,887 $3.2M
LOM Asset Management Ltd 0.83% Reduce -1.6% 26,816 $3.2M
Liberty Wealth Management LLC 0.40% Reduce -87.5% 4,589 $3.2M
Apella Capital, LLC 0.05% Reduce -1.6% 28,054 $3.2M
Strategic Investment Solutions, Inc. 0.73% Reduce -3.2% 26,738 $3.2M
FourThought Financial Partners, LLC 0.25% Reduce -41.6% 26,657 $3.2M
Modern Wealth Management, LLC 0.04% Add +195.4% 26,656 $3.2M
Hazlett, Burt & Watson, Inc. 0.84% Reduce -1.9% 26,605 $3.2M
Clifford Swan Investment Counsel LLC 0.10% No change 26,568 $3.2M
Dynamic Advisor Solutions LLC 0.09% Add +37.0% 26,507 $3.2M
Ethos Financial Group, LLC 0.21% New 29,136 $3.2M
Timbuktu Capital Management, LLC 4.74% — 26,364 $3.2M
Wealth Management Associates, Inc. 0.87% Reduce -1.4% 26,334 $3.1M
Bridgewater Advisors Inc. 0.17% Reduce -87.5% 27,211 $3.1M
Deutsche Bank AG 0.00% No change 26,200 $3.1M
Snowwater Investment Partners, LLC 2.16% Reduce -3.5% 26,122 $3.1M
Soltis Investment Advisors LLC 0.18% Add +0.9% 26,107 $3.1M
PFG Investments, LLC 0.12% Add +9.5% 26,106 $3.1M
Phillip James Consulting Co. 2.08% New 26,080 $3.1M
tru Independence LLC 1.36% Reduce -3.5% 25,996 $3.1M
Bragg Financial Advisors, Inc 0.08% Reduce -1.0% 25,778 $3.1M
MBL Wealth, LLC 0.21% No change 25,692 $3.1M
Ballentine Partners, LLC 0.04% Add +1.1% 25,640 $3.1M
Sowell Financial Services LLC 0.10% Reduce -0.8% 25,609 $3.1M
Tucker Asset Management LLC 0.75% Add +2.4% 25,539 $3.1M
Evercore Wealth Management, LLC 0.04% No change 25,400 $3.0M
Meridian Wealth Management, LLC 0.09% Add +2.2% 25,391 $3.0M
Black Diamond Financial, LLC 0.27% Add +2.5% 25,363 $3.0M
Cora Capital Advisors LLC 0.84% No change 25,088 $3.0M
Sagespring Wealth Partners, LLC 0.05% Add +6.7% 25,064 $3.0M
Visionary Wealth Advisors 0.12% No change 25,050 $3.0M
Blackston Financial Advisory Group, LLC 1.67% Add +1.1% 24,853 $3.0M
B. Riley Wealth Advisors, Inc. 0.16% Add +54.7% 25,496 $3.0M
Whittier Trust Co. 0.03% No change 25,501 $3.0M
Atticus Wealth Management, LLC 0.70% Add +0.7% 24,673 $2.9M
Evanson Financial, LLC 0.14% — 24,658 $2.9M
Douglass Winthrop Advisors, LLC 0.05% No change 24,560 $2.9M
First National Trust Co 0.10% Reduce -1.5% 24,548 $2.9M
Tritonpoint Wealth, LLC 0.29% Add +0.5% 24,535 $2.9M
TritonPoint Partners, LLC 0.24% New 24,535 $2.9M
Nwam LLC 0.15% Add +5.4% 24,526 $2.9M
Blue Trust, Inc. 0.03% Add +11.0% 24,462 $2.9M
Retireful, LLC 2.71% Add +3.5% 24,342 $2.9M
Marex Group Ltd 0.02% No change 24,336 $2.9M
HBW Advisory Services LLC 0.26% Add +18.8% 24,278 $2.9M
Traynor Capital Management, Inc. 0.14% Add +4.1% 24,201 $2.9M
Larson Financial Group LLC 0.08% Add +3.1% 24,137 $2.9M
Bryn Mawr Trust Advisors, LLC 0.13% Add +9.4% 23,995 $2.9M
Hanover Advisors Inc. 1.03% Reduce -0.9% 23,883 $2.9M
Sovran Advisors, LLC 0.21% Reduce -88.9% 25,720 $2.9M
Focus Financial Network, Inc. 0.09% Reduce -58.2% 23,788 $2.8M
Premier Path Wealth Partners, LLC 0.33% Reduce -3.1% 23,716 $2.8M
Two Sigma Securities, LLC 0.24% Add +82.5% 23,702 $2.8M
Lazard Asset Management LLC 0.00% Reduce -12.1% 23,653 $2.8M
Valmark Advisers, Inc. 0.03% Add +7.6% 23,630 $2.8M
Betterment LLC 0.00% Reduce -11.1% 23,630 $2.8M
Birchcreek Wealth Management, LLC 1.10% Reduce -9.7% 23,522 $2.8M
CRA Financial Services, LLC 0.32% Add +7.3% 23,500 $2.8M
National Philanthropic Trust 0.04% Add +12.7% 23,483 $2.8M
CWS Financial Advisors, LLC 0.62% Add +0.1% 23,453 $2.8M
Indiana Trust & Investment Management Co 0.77% No change 23,424 $2.8M
Childress Capital Advisors, LLC 0.46% Reduce -52.4% 23,384 $2.8M
Meridian Investment Counsel Inc. 0.60% Reduce -0.8% 23,368 $2.8M
Midwest Trust Co 0.03% Add +4.5% 23,342 $2.8M
Benjamin Edwards Inc. 0.03% Reduce -12.3% 23,324 $2.8M
Qube Research & Technologies Ltd 0.00% Add +319.2% 23,142 $2.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -21.7% 23,113 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.31% Add +5.3% 23,082 $2.8M
HF Advisory Group, LLC 0.85% Reduce -0.7% 23,056 $2.8M
VVR Holdings LLC 1.19% Reduce -30.0% 22,954 $2.7M
RiverFront Investment Group, LLC 0.04% Add +5.1% 22,870 $2.7M
Finward Bancorp 2.07% Reduce -0.4% 22,796 $2.7M
Panoramic Investment Advisors, LLC 1.30% Reduce -7.5% 22,689 $2.7M
Cannell & Spears LLC 0.05% Reduce -15.1% 22,658 $2.7M
One Day In July LLC 0.19% Add +0.9% 22,658 $2.7M
SOA Wealth Advisors, LLC. 0.45% Reduce -5.4% 22,593 $2.7M
Institute for Wealth Management, LLC. 0.24% Reduce -41.6% 22,459 $2.7M
Affiance Financial, LLC 0.39% Add +3.6% 22,449 $2.7M
HRT Financial LP 0.00% Reduce -31.7% 22,368 $2.7M
Guardian Wealth Advisors, LLC / NC 0.15% Add +41.9% 22,359 $2.7M
Bayshore Capital Advisors, LLC 1.25% No change 22,352 $2.7M
Sovereign Financial Group, Inc. 0.41% Reduce -1.8% 22,341 $2.7M
Peachtree Investment Partners, LLC 0.85% Add +9.8% 22,304 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.3% 22,263 $2.7M
Calamos Wealth Management LLC 0.08% Reduce -8.7% 22,236 $2.7M
Next Capital Management LLC 0.72% No change 22,184 $2.7M
Pathway Financial Advisors LLC 0.31% Add +1.3% 23,112 $2.6M
KDK Private Wealth Management, LLC 2.20% Reduce -5.2% 22,159 $2.6M
Concord Wealth Partners 0.30% Add +139.3% 22,107 $2.6M
Entrewealth, LLC 0.98% Reduce -1.6% 22,033 $2.6M
Dunhill Financial, LLC 0.53% Reduce -0.9% 21,752 $2.6M
Florida Trust Wealth Management Co 0.06% Add +3.2% 21,736 $2.6M
Signature Equity Partners, LLC 1.19% Reduce -2.1% 21,598 $2.6M
CDKV Holdings LLC 2.02% No change 21,580 $2.6M
Baker Avenue Asset Management, LP 0.05% Add +8.1% 21,507 $2.6M
AlTi Global, Inc. 0.05% Add +0.1% 21,393 $2.6M
Money Concepts Capital Corp. 0.12% Reduce -3.7% 21,163 $2.5M
One Capital Management, LLC 0.07% Reduce -87.5% 3,625 $2.5M
Cardiff Park Advisors, LLC 0.20% Reduce -4.8% 21,041 $2.5M
Security National Bank of Sioux City Iowa 1.03% Add +40.4% 20,976 $2.5M
Pacific Sun Financial Corp 1.03% Reduce -0.1% 20,908 $2.5M
JB Capital LLC 0.09% Add +4.8% 20,640 $2.5M
Gryphon Financial Partners LLC 0.22% No change 20,624 $2.5M
Jacobs Equity LLC 1.69% Reduce -18.6% 20,487 $2.4M
Safe Harbor Family Capital, LLC 1.64% Add +0.1% 20,485 $2.4M
Capital Investment Advisors, LLC 0.03% Reduce -1.0% 20,411 $2.4M
SteelPeak Wealth, LLC 0.06% Reduce -84.2% 20,394 $2.4M
GC Wealth Management RIA, LLC 0.14% Reduce -32.8% 20,346 $2.4M
American Trust 0.19% Add +5.5% 20,313 $2.4M
Union Savings Bank 0.98% Reduce -5.1% 20,304 $2.4M
Community Bank, N.A. 0.26% Reduce -0.3% 20,270 $2.4M
Venture Visionary Partners LLC 0.07% Add +4.9% 20,171 $2.4M
Convergence Financial, LLC 0.19% Reduce -13.0% 20,072 $2.4M
Cahill Financial Advisors Inc. 0.23% Add +0.5% 20,036 $2.4M
Citizens National Bank Trust Department 0.35% Reduce -6.8% 20,004 $2.4M
Bay Harbor Wealth Management, LLC 0.55% Add +0.1% 19,984 $2.4M
Discipline Wealth Solutions, LLC 0.21% Add +266.4% 19,960 $2.4M
Rinkey Investments 0.56% No change 19,935 $2.4M
Cornerstone Wealth Management, LLC 0.10% Add +0.3% 19,935 $2.4M
Regions Financial Corp. 0.01% Reduce -1.0% 19,889 $2.4M
Rolek Wealth Management LLC 1.33% Reduce -8.2% 19,850 $2.4M
Bearing Point Capital, LLC 0.32% New 19,783 $2.4M
Beacon Financial Advisory LLC 0.47% Add +1.8% 19,763 $2.4M
Gateway Wealth Partners, LLC 0.14% Reduce -42.2% 19,696 $2.4M
Madison Wealth Partners, Inc 0.30% Add +19.6% 19,613 $2.3M
Round Rock Advisors LLC 0.30% Reduce -0.2% 19,470 $2.3M
Kathmere Capital Management, LLC 0.12% No change 19,424 $2.3M
Trust Point Inc. 0.20% Add +6.2% 19,369 $2.3M
Security National Bank of So Dak 1.06% No change 19,287 $2.3M
Absolute Capital Management, LLC 0.57% Reduce -39.5% 19,211 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +29.3% 19,163 $2.3M
Stonebridge Financial Group, LLC 0.32% — 19,108 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Add +12.7% 19,058 $2.3M
Brown Brothers Harriman & Co. 0.01% No change 19,024 $2.3M
Ritholtz Wealth Management 0.03% Add +3.0% 18,969 $2.3M
AlphaStar Capital Management, LLC 0.14% Add +66.0% 18,939 $2.3M
Pure Financial Advisors, LLC 0.03% Add +16.2% 18,916 $2.3M
Maripau Wealth Management LLC 0.80% Add +10.7% 18,840 $2.3M
Pines Wealth Management, LLC 0.65% Reduce -7.3% 18,805 $2.2M
Retirement Guys Formula LLC 0.84% Reduce -5.6% 18,706 $2.2M
Zullo Investment Group, Inc. 0.76% Reduce -1.9% 18,692 $2.2M
Rockwood Wealth Management, LLC 0.14% No change 18,627 $2.2M
Krilogy Financial LLC 0.07% Reduce -0.2% 18,489 $2.2M
Riverbend Wealth Management, LLC 1.12% Add +10.1% 18,485 $2.2M
Carnegie Investment Counsel 0.04% Reduce -27.4% 18,436 $2.2M
Secure Asset Management, LLC 0.31% Add +1.1% 18,398 $2.2M
Keystone Financial Group 0.13% Reduce -71.1% 18,163 $2.2M
Long Island Wealth Management, Inc. 0.89% No change 18,117 $2.2M
Regent Peak Wealth Advisors LLC 0.40% Reduce -2.5% 18,107 $2.2M
McNaughton Wealth Management, LLC 0.77% No change 18,072 $2.2M
North Star Investment Management Corp. 0.12% Reduce -19.6% 18,035 $2.2M
Concord Asset Management, LLC 0.33% Add +249.4% 18,027 $2.2M
QRG Capital Management, Inc. 0.02% Add +0.3% 17,978 $2.1M
Ascent Wealth Partners, LLC 0.21% No change 17,832 $2.1M
Resolute Advisors LLC 0.51% Reduce -0.1% 17,749 $2.1M
Flagship Wealth Advisors, LLC 0.47% Add +121.8% 17,744 $2.1M
Advocate Investing Services LLC 1.63% Add +15.6% 17,694 $2.1M
WJ Financial Advisors LLC 1.55% Reduce -5.9% 17,670 $2.1M
Elevatus Welath Management 0.51% No change 17,551 $2.1M
Unique Wealth, LLC 0.24% Reduce -17.8% 17,543 $2.1M
Independent Advisor Alliance 0.05% Reduce -91.2% 17,511 $2.1M
Kellett Wealth Advisors, LLC 0.97% Reduce -2.6% 17,492 $2.1M
Cadent Capital Advisors, LLC 0.43% Reduce -0.8% 17,467 $2.1M
J. M. Brown & Associates Inc. 1.19% — 17,432 $2.1M
American Institute for Advanced Investment Management, LLP 1.20% Reduce -1.0% 17,408 $2.1M
Cary Street Partners Financial LLC 0.05% Reduce -7.5% 17,296 $2.1M
Choate Investment Advisors 0.04% No change 17,240 $2.1M
Cascades Capital Asset Management, LLC 0.77% Reduce -0.2% 17,185 $2.1M
RM Financial Services, LLC 1.53% Add +6.7% 17,180 $2.1M
BOK Financial Private Wealth, Inc. 0.11% Reduce -0.8% 17,153 $2.1M
Capital Square, LLC 0.89% Reduce -87.6% 17,222 $2.0M
Orleans Capital Management Corp. 1.05% No change 16,984 $2.0M
Archer Investment Management, LLC 0.69% Add +53.7% 16,957 $2.0M
Birch Hill Investment Advisors LLC 0.08% Add +6.2% 16,944 $2.0M
Stock Yards Bank & Trust Co. 0.06% Reduce -6.7% 16,832 $2.0M
Innovative Asset Advisors Group, LLC 0.88% Add +3.9% 16,826 $2.0M
Blue Fin Capital, Inc. 0.29% Add +2.9% 16,755 $2.0M
Level Four Advisory Services, LLC 0.06% Add +0.7% 16,656 $2.0M
Advisory Advocates, LLC 1.70% Add +0.8% 16,614 $2.0M
Financial Consulate, Inc. 0.22% Add +3.1% 16,492 $2.0M
Gill Capital Partners, LLC 0.52% No change 16,400 $2.0M
PCA Investment Advisory Services Inc. 0.54% New 16,309 $1.9M
Berger Financial Group, Inc 0.10% No change 16,245 $1.9M
Falcon Wealth Planning 0.12% Reduce -0.9% 16,227 $1.9M
Cassaday & Co Wealth Management LLC 0.04% No change 16,224 $1.9M
JTC Employer Solutions Trustee Ltd 0.16% No change 16,224 $1.9M
Guardian Capital, LLC 1.58% Reduce -31.8% 16,178 $1.9M
Mainstream Capital Management LLC 1.16% Reduce -0.1% 16,107 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Reduce -3.3% 16,071 $1.9M
Cambria Investment Management, L.P. 0.09% Add +68.3% 16,054 $1.9M
Empowered Funds, LLC 0.01% Add +57.8% 16,054 $1.9M
Riversedge Advisors, LLC 0.25% No change 16,003 $1.9M
Key Financial Inc 0.31% No change 15,992 $1.9M
Embree Financial Group 0.19% Reduce -14.4% 15,988 $1.9M
Regal Investment Advisors LLC 0.10% Reduce -3.5% 15,941 $1.9M
Compass Financial Group, Inc. (Ohio) 1.27% Reduce -51.5% 15,936 $1.9M
Schrum Private Wealth Management LLC 1.95% Reduce -71.3% 6,639 $1.9M
Bogart Wealth, LLC 0.06% Add +2.4% 15,757 $1.9M
Private Wealth Advisors, LLC 0.56% Reduce -4.5% 15,729 $1.9M
Anchor Bay Capital, Inc. 1.01% — 15,581 $1.9M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -0.5% 15,648 $1.9M
Manning & Napier Advisors LLC 0.02% Add +22.2% 15,637 $1.9M
PDS Planning, Inc 0.11% Add +3.6% 15,606 $1.9M
Hershey Financial Advisers, LLC 1.34% Add +23.8% 15,599 $1.9M
Warwick Investment Management, Inc. 0.21% Reduce -0.8% 15,535 $1.9M
OneAscent Financial Services LLC 0.09% Reduce -7.6% 15,493 $1.9M
Unique Wealth Strategies, LLC 0.68% Add +1.6% 15,478 $1.8M
Retirement Planning Co of New England, Inc. 0.66% Reduce -4.0% 15,461 $1.8M
Trust Co. of Toledo NA 0.15% Add +43.0% 15,432 $1.8M
SmartHarvest Portfolios, LLC 0.60% Add +0.7% 15,431 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -5.0% 15,429 $1.8M
Doliver Advisors, LP 0.42% No change 15,416 $1.8M
Americana Partners, LLC 0.04% Reduce -0.3% 15,395 $1.8M
Allied Investment Advisors, LLC 0.23% No change 15,392 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +13.7% 15,387 $1.8M
Riverpoint Wealth Management Holdings, LLC 0.34% Reduce -0.8% 15,365 $1.8M
Nicolet Bankshares Inc. 0.06% Add +33.5% 15,544 $1.8M
Greenleaf Trust 0.02% Reduce -0.9% 15,313 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.19% Reduce -44.0% 15,282 $1.8M
17 Capital Partners, LLC 0.83% Add +8.4% 15,252 $1.8M
Aventus Investment Advisors, Inc. 1.33% Reduce -0.3% 15,200 $1.8M
Telos Capital Management, Inc. 0.16% Add +1.9% 15,160 $1.8M
Christine Messmer PC 1.02% Reduce -2.9% 15,149 $1.8M
Castle Wealth Management LLC 0.54% No change 15,142 $1.8M
Triad Wealth Partners, LLC 0.11% Reduce -19.5% 15,690 $1.8M
Argonautica Private Wealth Management, Inc. 0.44% New 14,998 $1.8M
HCR Wealth Advisors 0.16% Reduce -2.2% 14,903 $1.8M
Leo H. Evart, Inc. 1.41% Reduce -3.9% 14,893 $1.8M
Signaturefd, LLC 0.02% Reduce -3.7% 14,883 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -6.6% 14,839 $1.8M
Quantum Financial Advisors, LLC 0.18% Add +300.4% 14,832 $1.8M
TAGStone Capital, Inc. 0.56% Add +3.1% 14,804 $1.8M
Towerpoint Wealth, LLC 0.61% Reduce -0.7% 14,784 $1.8M
Conservest Capital Advisors, Inc. 0.14% No change 14,782 $1.8M
Relyea Zuckerberg Hanson LLC 0.15% No change 14,748 $1.8M
IMC-Chicago, LLC 0.02% Reduce -32.2% 14,732 $1.8M
APS Management Group, Inc. 1.35% Reduce -8.5% 14,707 $1.8M
Main Street Group, LTD 0.44% Reduce -1.5% 14,648 $1.8M
Bleakley Financial Group, LLC 0.02% New 14,580 $1.7M
Miramontes Capital, LLC 0.54% Add +2.1% 14,562 $1.7M
BOS Asset Management, LLC 0.41% No change 14,552 $1.7M
Bluedoor Private Wealth, LLC 0.73% Add +0.6% 14,476 $1.7M
Rockland Trust Co. 0.07% Add +0.4% 14,464 $1.7M
Confluence Wealth Services, Inc. 0.05% Add +9.9% 14,395 $1.7M
ATX Financial Planning, LLC 1.14% Reduce -8.8% 14,357 $1.7M
Squarepoint Ops LLC 0.00% Reduce -67.7% 14,264 $1.7M
Woodward Diversified Capital, LLC 0.75% Add +135.3% 14,211 $1.7M
XY Planning Network, Inc. 0.21% Add +39.7% 14,203 $1.7M
Alliancebernstein L.P. 0.00% Reduce -58.5% 2,432 $1.7M
Kiley Juergens Wealth Management, LLC 0.27% No change 14,176 $1.7M
Brown, Lisle/Cummings, Inc. 0.38% Add +16.6% 13,990 $1.7M
Fortis Capital Advisors, LLC 0.19% Reduce -1.7% 13,979 $1.7M
Moors & Cabot, Inc. 0.06% Add +1.9% 13,960 $1.7M
Aviso Wealth Management 0.57% Reduce -0.6% 13,939 $1.7M
Sandy Cove Advisors, LLC 0.42% Add +66.3% 13,939 $1.7M
Heritage Trust Co 0.14% No change 13,880 $1.7M
Per Stirling Capital Management, LLC. 0.16% Add +6.6% 13,753 $1.6M
Northwest Wealth Advisors, LLC 0.94% No change 13,732 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.29% Reduce -6.8% 13,712 $1.6M
Oxford Financial Group, LTD. LLC 0.08% No change 13,704 $1.6M
Capstone Wealth Management Group, LLC 0.58% No change 13,652 $1.6M
WealthCare Investment Partners, LLC 0.40% Reduce -6.3% 13,608 $1.6M
Capital Squared Financial LLC 1.06% Add +0.2% 13,588 $1.6M
Sunrise Financial Services, LLC 0.96% No change 13,489 $1.6M
Beacon Investment Advisory Services, Inc. 0.06% Add +9.0% 13,476 $1.6M
Autumn Glory Partners, LLC 0.46% Reduce -31.7% 13,451 $1.6M
Addison Capital Co 0.26% Reduce -4.4% 13,448 $1.6M
Redwood Investment Management, LLC 0.16% Reduce -1.1% 13,424 $1.6M
Gallacher Capital Management LLC 0.90% No change 13,356 $1.6M
Parsons Capital Management Inc. 0.07% Add +26.6% 13,328 $1.6M
Arete Wealth Advisors, LLC 0.10% New 13,292 $1.6M
Rothschild Investment LLC 0.06% Add +13.3% 13,253 $1.6M
Cookson Peirce & Co. Inc. 0.05% Reduce -3.9% 13,250 $1.6M
First Pacific Financial 0.19% New 13,228 $1.6M
SYM FINANCIAL Corp 0.13% Add +15.1% 13,226 $1.6M
Garrison Point Advisors, LLC 0.64% Reduce -2.0% 13,152 $1.6M
Bedel Financial Consulting, Inc. 0.15% Add +12.5% 13,082 $1.6M
Applied Capital LLC 0.50% Add +5.3% 12,986 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -91.9% 12,894 $1.5M
Valley Wealth Managers, Inc. 0.09% Reduce -0.3% 12,845 $1.5M
AA Financial Advisors, LLC 0.18% No change 12,826 $1.5M
Plante Moran Financial Advisors, LLC 0.07% Add +5.8% 12,809 $1.5M
Advisory Alpha, LLC 0.04% Reduce -14.8% 12,768 $1.5M
Family Office Research LLC 0.57% Reduce -6.0% 12,757 $1.5M
McGuire Investment Group, LLC 0.13% Add +1.4% 12,749 $1.5M
McKinley Carter Wealth Services, Inc. 0.08% Add +0.4% 12,645 $1.5M
McClarren Financial Advisors, Inc. 0.78% Add +0.1% 12,607 $1.5M
Market Street Wealth Management Advisors LLC 0.21% Reduce -2.0% 12,587 $1.5M
Level Wealth Management LLC 0.60% No change 12,554 $1.5M
VSM Wealth Advisory, LLC 0.40% Add +1.2% 12,551 $1.5M
Highland Financial Advisors, LLC 0.33% Reduce -48.9% 12,532 $1.5M
Maloon Powers Pitre Higgins & Dennehy, LLC 0.51% — 12,505 $1.5M
Journey Advisory Group, LLC 0.11% Reduce -0.4% 12,504 $1.5M
MOR Wealth Management, LLC 0.59% Reduce -0.4% 12,487 $1.5M
Range Advisory, LLC 0.18% Add +58.3% 12,477 $1.5M
Csenge Advisory Group 0.06% Reduce -1.6% 12,450 $1.5M
Succession Financial, Inc. 1.44% — 12,440 $1.5M
Moment Partners, LLC 0.27% Reduce -8.0% 12,440 $1.5M
Red Lighthouse Investment Management, LLC 0.44% No change 12,424 $1.5M
Accurate Wealth Management, LLC 0.14% Add +2.8% 12,550 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.3% 12,343 $1.5M
Maia Wealth LLC 0.22% Add +5.9% 12,251 $1.5M
Berkeley Capital Partners, LLC 0.30% Reduce -36.6% 12,248 $1.5M
Bensler, LLC 0.13% Reduce -1.0% 12,240 $1.5M
Kintra Wealth, LLC 0.08% Add +5.2% 11,855 $1.5M
Inspirion Wealth Advisors, LLC 0.17% Add +22.6% 12,373 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +53.2% 12,160 $1.4M
Strategies Wealth Advisors, LLC 0.13% No change 12,022 $1.4M
Daybright Advisory Services, Inc. 0.34% Add +14.1% 12,644 $1.4M
KFG Wealth Management, LLC 0.16% Add +0.1% 11,952 $1.4M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -15.3% 11,923 $1.4M
Sherry Group, Inc. 1.39% No change 12,216 $1.4M
Kropog Financial Group, LLC 1.00% Reduce -0.3% 11,846 $1.4M
Chesapeake Wealth Management 0.40% Reduce -15.8% 11,830 $1.4M
Acropolis Investment Management, LLC 0.06% Add +64.8% 11,777 $1.4M
HRC Wealth Management, LLC 0.58% Add +17.7% 11,775 $1.4M
Ledyard National Bank 0.11% Reduce -4.9% 11,760 $1.4M
North Forty Two & Co. 1.19% Reduce -0.2% 11,756 $1.4M
Noesis Capital Mangement Corp. 0.17% Add +17.6% 11,742 $1.4M
Plancorp, LLC 0.03% Reduce -27.6% 12,124 $1.4M
Carolina Wealth Management Inc 0.64% — 11,704 $1.4M
Liberty Square Wealth Partners LLC 0.33% Add +33.9% 11,678 $1.4M
Narus Financial Partners, LLC 0.36% Add +8.5% 11,657 $1.4M
NBT Bank, N.A. 0.09% Reduce -68.5% 11,607 $1.4M
Arwa LLC 0.58% Reduce -25.7% 12,139 $1.4M
Forum Financial Management, LP 0.02% Reduce -6.2% 11,546 $1.4M
WNY Asset Management, LLC 0.12% No change 11,544 $1.4M
Latitude Advisors, LLC 0.55% Reduce -0.8% 11,542 $1.4M
Fairview Capital Investment Management, LLC 0.07% Reduce -0.7% 11,536 $1.4M
M Holdings Securities, Inc. 0.19% Reduce -87.2% 11,815 $1.4M
Trivant Custom Portfolio Group, LLC 0.73% Reduce -7.6% 11,482 $1.4M
Coastal Bridge Advisors, LLC 0.08% Reduce -3.5% 11,438 $1.4M
Grove Street Fiduciary, LLC 0.58% Reduce -1.2% 11,424 $1.4M
Lauer Wealth, LLC 0.93% Add +10.4% 11,655 $1.4M
Cypress Wealth Services, LLC 0.17% Reduce -5.6% 11,414 $1.4M
Appleton Partners Inc. 0.08% Reduce -2.3% 11,407 $1.4M
Legacy Edge Advisors, LLC 0.12% Add +1.4% 11,371 $1.4M
May Hill Capital, LLC 0.28% Reduce -4.5% 11,304 $1.4M
Sageworth Trust Co 0.05% No change 11,280 $1.3M
Fulton Bank, N.A. 0.04% No change 11,280 $1.3M
Aegis Wealth Management, Inc. 0.87% Add +20.9% 11,238 $1.3M
GenTrust, LLC 0.05% Reduce -0.9% 11,184 $1.3M
NBH Bank 0.56% — 11,140 $1.3M
Oak Barrel Wealth Advisory LLC 0.59% — 11,139 $1.3M
Wellspring Financial Advisors, LLC 0.09% Reduce -4.6% 11,102 $1.3M
Comprehensive Financial Planning, Inc. 0.71% Reduce -1.9% 11,101 $1.3M
Topsail Wealth Management, LLC 0.17% No change 11,100 $1.3M
Alteri Wealth LLC 0.36% Add +3.8% 11,059 $1.3M
Cutler Investment Counsel LLC 0.12% Reduce -2.1% 11,047 $1.3M
Sequent Planning LLC 0.28% Reduce -15.2% 11,043 $1.3M
Altus Wealth Management, LLC 0.51% Reduce -1.3% 11,004 $1.3M
Wilson & Boucher Capital Management, LLC 0.77% No change 11,000 $1.3M
Shepherd Financial Partners LLC 0.11% No change 10,981 $1.3M
Heritage Wealth Advisors 0.04% Add +19.0% 10,911 $1.3M
Lake Street Private Wealth, LLC 0.15% Add +20.9% 10,882 $1.3M
Facet Wealth, Inc. 0.02% Add +12.3% 10,809 $1.3M
LFA - Lugano Financial Advisors SA 0.78% No change 10,800 $1.3M
Union Bancaire Privee, UBP SA 0.01% No change 11,048 $1.3M
Clare Market Investments LLC 0.23% Add +3.5% 10,761 $1.3M
Eagle Strategies LLC 0.13% Add +14.3% 10,757 $1.3M
Legacy Advisors, LLC 0.12% Reduce -1.2% 10,729 $1.3M
Nations Financial Group Inc, /Ia/ 0.06% Add +1.3% 10,711 $1.3M
FSM Wealth Advisors, LLC 0.14% No change 10,664 $1.3M
Sax Wealth Advisors, LLC 0.05% Reduce -87.6% 1,819 $1.3M
Guardsman Private Capital Management, Inc. 0.89% Add +0.1% 10,613 $1.3M
Sigma Investment Counselors Inc. 0.06% Add +2.2% 10,602 $1.3M
J. Derek Lewis & Associates Inc. 0.24% Add +27.1% 10,595 $1.3M
Southern Capital Advisors, LLC 0.53% Add +0.7% 10,583 $1.3M
Mfa Wealth Advisors, LLC 0.22% Add +2.7% 10,578 $1.3M
Southland Equity Partners LLC 0.22% Add +0.1% 10,552 $1.3M
Ancora Advisors LLC 0.02% Reduce -0.2% 10,487 $1.3M
Merkkuri Wealth Advisors LLC 0.78% Reduce -8.6% 10,469 $1.3M
Albion Financial Group 0.07% Add +6.2% 10,438 $1.2M
Chokshi & Queen Wealth Advisors, Inc 0.58% No change 10,428 $1.2M
Mosaic Advisors LLC 1.67% Reduce -79.8% 10,424 $1.2M
Red Door Wealth Management, LLC 0.11% No change 10,406 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -22.3% 10,391 $1.2M
Greenhouse Wealth Management, LLC 0.86% No change 10,289 $1.2M
Bell Bank 0.05% No change 10,248 $1.2M
SVB Wealth LLC 0.08% No change 10,240 $1.2M
Baltimore-Washington Financial Advisors, Inc. 0.05% Add +10.9% 10,214 $1.2M
Ethos Capital Management, Inc. 0.87% Reduce -28.4% 10,214 $1.2M
Tempo Wealth, LLC 0.18% Add +0.6% 10,213 $1.2M
Westmount Partners, LLC 0.27% Reduce -15.0% 10,197 $1.2M
Patrick M Sweeney & Associates, Inc. 0.70% Add +3.0% 10,188 $1.2M
HBK Sorce Advisory LLC 0.02% Reduce -76.6% 10,144 $1.2M
Xcelsior Advisor Partners LLC 0.16% Reduce -0.3% 10,136 $1.2M
Performance Wealth Partners, LLC 0.03% Add +0.8% 10,123 $1.2M
Geneos Wealth Management Inc. 0.02% Add +9.4% 10,116 $1.2M
Sentinel Trust Co. Lba 0.11% No change 10,104 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.37% Reduce -24.3% 10,093 $1.2M
First American Trust, FSB 0.07% Reduce -14.5% 10,092 $1.2M
Capital Investment Advisory Services, LLC 0.07% No change 10,058 $1.2M
Goelzer Investment Management, Inc. 0.05% Reduce -19.7% 10,045 $1.2M
Holderness Investments Co. 0.20% Reduce -2.3% 10,040 $1.2M
Heartwood Wealth Advisors LLC 0.09% New 10,008 $1.2M
CCG Wealth Management, LLC 0.28% No change 10,002 $1.2M
Private Wealth Partners, LLC 0.09% No change 9,960 $1.2M
Chapin Davis, Inc. 0.21% No change 9,943 $1.2M
M.E. Allison & Co., Inc. 0.68% Reduce -1.1% 9,909 $1.2M
Midwestern Financial, LLC 0.83% Add +0.1% 9,861 $1.2M
Hillcrest Wealth Advisors - NY, LLC 0.42% Reduce -78.9% 9,850 $1.2M
North Star Asset Management Inc. 0.05% Add +9.4% 9,801 $1.2M
DLK Investment Management, LLC 0.50% New 2,030 $1.2M
Tidemark, LLC 0.26% No change 9,778 $1.2M
First Manhattan Co. Llc. 0.00% Add +73.2% 9,754 $1.2M
Bonfire Financial 0.75% Add +0.1% 9,746 $1.2M
Biltmore Family Office, LLC 0.15% Add +1.2% 9,731 $1.2M
R. W. Roge & Company, Inc. 0.49% No change 9,720 $1.2M
Empirical Asset Management, LLC 0.26% Add +27.9% 9,697 $1.2M
Waters Parkerson & Co., LLC 0.06% Reduce -8.0% 9,690 $1.2M
Accretive Wealth Partners, LLC 0.28% No change 9,688 $1.2M
Allied Private Wealth LLC 0.74% — 10,008 $1.2M
Peak Retirement Planning, Inc. 0.18% Add +2.9% 9,616 $1.1M
Wingate Wealth Advisors, Inc. 0.51% Add +2.0% 9,604 $1.1M
United Advisor Group, LLC 0.12% Reduce -7.1% 9,602 $1.1M
Sonata Capital Group Inc. 0.37% Add +1.1% 9,580 $1.1M
Selective Wealth Management, Inc. 0.30% Reduce -86.2% 10,020 $1.1M
Avior Wealth Management, LLC 0.03% Reduce -13.9% 9,424 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.06% Add +13.7% 9,415 $1.1M
Verus Capital Partners, LLC 0.06% Add +5.2% 9,412 $1.1M
Scissortail Wealth Management, LLC 0.22% No change 9,408 $1.1M
Adkins Seale Capital Management LLC 0.99% Add +13.8% 9,301 $1.1M
Diversified Trust Co. 0.02% No change 9,288 $1.1M
Calder Financial LLC 1.04% Add +11.8% 9,235 $1.1M
Canal Capital Management, LLC 0.13% Reduce -1.3% 9,218 $1.1M
Rare Wolf Capital LLC 0.71% No change 9,208 $1.1M
Belvedere Trading LLC 0.09% Add +41.0% 9,208 $1.1M
Salem Investment Counselors Inc. 0.03% Reduce -15.3% 9,192 $1.1M
Nova Wealth Management, Inc. 0.60% Reduce -18.6% 9,148 $1.1M
Woodmont Investment Counsel LLC 0.06% Reduce -4.9% 9,113 $1.1M
Aspen Investment Management Inc 0.29% Add +24.9% 9,085 $1.1M
Physicians Financial Services, Inc. 0.27% No change 9,077 $1.1M
Wealth Group, Ltd. 0.27% New 9,077 $1.1M
RAM Investment Partners, LLC 0.17% Reduce -7.3% 9,066 $1.1M
Mission Creek Capital Partners, Inc. 0.19% Add +2.0% 9,054 $1.1M
Meridian Wealth Advisors, LLC 0.12% Add +226.7% 9,043 $1.1M
Outlook Wealth Advisors, LLC 0.23% No change 9,008 $1.1M
Clear Retirement Advice LLC 0.74% No change 8,992 $1.1M
First Growth Capital LLC 0.81% No change 8,984 $1.1M
Root Financial Partners, LLC 0.04% Add +67.5% 8,940 $1.1M
Luts & Greenleigh Group, Inc. 0.81% No change 8,913 $1.1M
Everhart Financial Group, Inc. 0.07% No change 8,898 $1.1M
MPS Loria Financial Planners, LLC 0.24% No change 8,886 $1.1M
Alpha Financial Partners LLC 0.56% Add +25.2% 8,867 $1.1M
Bayban 0.81% No change 8,840 $1.1M
Becker Capital Management Inc. 0.03% No change 8,776 $1.0M
High Note Wealth, LLC 0.18% No change 8,768 $1.0M
Wealth Effects LLC 0.28% Add +1.3% 8,719 $1.0M
Parallax Volatility Advisers, L.P. 0.05% New 8,715 $1.0M
Councilor Wealth, LLC 0.42% No change 8,702 $1.0M
Claret Asset Management Corp 0.11% No change 8,704 $1.0M
KMG Fiduciary Partners, LLC 0.10% Reduce -0.5% 8,675 $1.0M
UMB Bank, n.a. 0.01% No change 8,624 $1.0M
Collaborative Wealth Managment Inc. 0.43% No change 8,608 $1.0M
Vickerman Investment Advisors, Inc. 0.20% No change 8,592 $1.0M
Plan Group Financial, LLC 0.21% Add +133.0% 8,556 $1.0M
Ferguson Wellman Capital Management, Inc. 0.01% Add +38.7% 8,543 $1.0M
Segment Wealth Management, LLC 0.05% No change 8,512 $1.0M
Matrix Private Capital Group LLC 0.44% Add +7.7% 8,467 $1.0M
Headinvest, LLC 0.19% Add +14.1% 8,452 $1.0M
Hoxton Planning & Management, LLC 0.26% Reduce -5.1% 8,449 $1.0M
Norden Group LLC 0.08% Reduce -13.7% 8,448 $1.0M
Kraematon Investment Advisors, Inc. 0.75% No change 8,429 $1.0M
Sunflower Bank, N.A. 0.24% Reduce -25.4% 8,383 $1.0M
RB Capital Management, LLC 0.20% No change 8,359 $999K
Roble, Belko & Company, Inc 0.11% No change 8,336 $996K
Sather Financial Group Inc 0.06% New 8,305 $993K
Soundwatch Capital LLC 0.11% Add +29.6% 8,304 $992K
Howard Wealth Management, LLC 0.37% Reduce -3.9% 8,292 $991K
Inspire Advisors, LLC 0.07% Reduce -26.9% 8,276 $989K
Prairiewood Capital, LLC 0.26% Reduce -7.8% 8,272 $989K
Banque Pictet & Cie SA 0.01% Add +21.7% 8,264 $988K
Earned Wealth Advisors, LLC 0.06% Reduce -2.9% 8,258 $987K
Donalies Financial Planning, LLC 0.73% Reduce -3.2% 8,252 $986K
Chris Bulman Inc 0.36% No change 8,240 $985K
American Capital Advisory, LLC 0.36% No change 8,216 $982K
Financial Council, LLC 0.32% No change 8,192 $979K
Advisory Resource Group 0.15% Add +2.0% 8,168 $976K
Canvas Wealth Advisors, LLC 0.14% No change 8,168 $976K
Thoroughbred Financial Services, LLC 0.05% Reduce -9.4% 8,172 $976K
Alchemi Wealth, LLC 0.46% Reduce -2.5% 8,162 $976K
HighRoad Wealth Advisors, LLC 0.82% No change 8,161 $975K
Nilsine Partners, LLC 0.07% Reduce -89.5% 8,152 $974K
Mascagni Wealth Management, Inc. 0.60% No change 8,138 $973K
Twin Peaks Wealth Advisors, LLC 0.22% No change 8,128 $971K
Sterling Capital Management LLC 0.02% Reduce -0.9% 8,123 $971K
Delta Financial Advisors LLC 0.23% No change 8,096 $968K
Bawa N Mallick Trust 0.31% Add +1.0% 8,080 $966K
Passive Capital Management, LLC. 0.30% Reduce -87.5% 1,281 $966K
Ingalls & Snyder LLC 0.03% No change 8,040 $961K
Meeder Advisory Services, Inc. 0.04% Add +33.7% 8,033 $960K
Silverlake Wealth Management LLC 0.18% Add +1.1% 8,014 $958K
Orcam Financial Group 0.47% Add +12.3% 8,007 $957K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -33.4% 8,002 $956K
Gilman Hill Asset Management, LLC 0.13% No change 8,000 $956K
Quintet Private Bank (Europe) S.A. 0.06% No change 8,000 $956K
Founders Financial Alliance, LLC 0.13% Add +4.2% 7,993 $955K
Redwood Financial Network Corp 0.53% Reduce -8.8% 7,983 $954K
October Effect Ltd 0.89% Reduce -2.8% 7,954 $951K
Balance Wealth Partners LLC 0.25% No change 7,948 $950K
Keel Point, LLC 0.06% Reduce -0.1% 7,943 $949K
LightSquare Wealth Management, LLC 0.65% No change 7,941 $949K
UNIVEST FINANCIAL Corp 0.05% No change 7,928 $948K
Prosperity Consulting Group, LLC 0.04% No change 7,904 $945K
Stratos Investment Management, LLC 0.03% Add +1.5% 7,902 $945K
Consultiva Wealth Management, Corp. 2.12% Add +102.3% 7,881 $942K
Patten & Patten Inc. 0.05% No change 7,872 $941K
PKS Advisory Services, LLC 0.15% Reduce -0.9% 7,854 $939K
Bare Financial Services, Inc 0.21% Reduce -2.5% 7,841 $937K
Graves Light Lenhart Wealth, Inc. 0.09% No change 7,838 $937K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +44.0% 7,774 $929K
Hudock, Inc. 0.12% No change 7,710 $922K
Capital Analysts, LLC 0.02% Add +17.2% 7,697 $920K
Financial Life Advisors 0.26% Add +8.7% 7,697 $920K
Squire Investment Management Company, LLC 0.22% No change 7,685 $918K
Financial Insights, Inc. 0.25% Reduce -21.0% 7,668 $916K
Chemung Canal Trust Co. 0.17% No change 7,632 $912K
Cornerstone National Bank & Trust Co 0.31% Reduce -11.7% 7,768 $911K
Charter Research & Investment Group, Inc. 0.55% No change 7,600 $908K
Lynx Investment Advisory 0.30% No change 7,593 $908K
Myecfo, LLC 0.34% Add +1.1% 7,584 $906K
Hilltop Partners LLC 0.22% Add +57.6% 7,563 $904K
Onyx Bridge Wealth Group LLC 0.08% Add +3.9% 7,527 $900K
Crews Bank & Trust 0.12% Reduce -2.1% 7,512 $898K
Financial Guidance Group, Inc. 0.33% Reduce -19.0% 7,488 $895K
Everpar Advisors LLC 0.25% Add +22.7% 7,479 $894K
Curbstone Financial Management Corp 0.15% New 7,472 $893K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -2.9% 7,429 $888K
IVC Wealth Advisors LLC 0.35% Reduce -1.4% 7,423 $887K
FAS Wealth Partners, Inc. 0.05% Reduce -2.8% 7,421 $887K
Quantum Private Wealth, LLC 0.23% Reduce -0.4% 7,410 $886K
Marble Harbor Investment Counsel, LLC 0.09% No change 7,400 $884K
Integral Investment Advisors, Inc. 0.19% Reduce -3.6% 7,390 $883K
Private Trust Co. NA 0.07% Reduce -2.8% 7,385 $883K
Welch Group, LLC 0.03% Add +0.1% 7,384 $883K
Dorato Capital Management 0.60% Reduce -0.8% 7,468 $882K
Farmers & Merchants Investments Inc. 0.02% Reduce -2.3% 7,378 $882K
Peoples Bank 0.45% No change 7,372 $881K
Timonier Family Office, LTD. 0.25% — 7,360 $880K
Stonebridge Capital Advisors LLC 0.06% Add +60.6% 7,350 $879K
Everett Harris & Co. 0.01% No change 7,350 $878K
St Germain D J Co. Inc. 0.03% Add +6.8% 7,342 $878K
Zacks Investment Management 0.01% Reduce -38.5% 7,322 $875K
Lunt Capital Management, Inc. 0.32% No change 7,320 $875K
Caitlin John, LLC 0.48% Add +8.8% 7,309 $873K
D'Orazio & Associates, Inc. 0.10% Reduce -0.4% 7,288 $871K
Montis Financial, LLC 0.18% No change 7,282 $870K
LMG Wealth Partners, LLC 0.14% No change 7,272 $869K
Guild Investment Management, Inc. 0.59% New 7,266 $868K
Warner Group LLC 0.21% Add +100.0% 7,248 $866K
Johnson Financial Group, Inc. 0.03% No change 7,224 $863K
Kane Investment Management, Inc. 0.37% Reduce -5.7% 7,217 $863K
Coquina Private Wealth LLC 0.59% Add +0.3% 7,213 $862K
SP Asset Management LLC 0.07% No change 7,211 $862K
Planning Directions Inc. 0.40% Add +186.0% 7,208 $862K
Red Mountain Financial, LLC 0.72% Reduce -1.5% 7,201 $861K
BCGM Wealth Management, LLC 0.18% Reduce -3.2% 7,176 $858K
National Bank of Canada 0.00% Reduce -15.8% 7,140 $853K
Hilton Head Capital Partners, LLC 0.43% Reduce -10.0% 7,127 $852K
Eastern Bank 0.01% Add +3.6% 7,122 $851K
Riverview Capital Advisers, LLC 0.24% Add +0.1% 7,097 $848K
Optiver Holding B.V. 0.01% No change 7,088 $847K
Aprio Wealth Management, LLC 0.04% Add +14.8% 7,083 $847K
Mengis Capital Management, Inc. 0.13% No change 7,064 $844K
Clearwater Capital Advisors, LLC 0.06% No change 6,968 $833K
Nadler Financial Group, Inc. 0.07% Add +72.1% 6,968 $833K
Twin Focus Capital Partners, LLC 0.08% No change 6,960 $832K
Eubel Brady & Suttman Asset Management Inc. 0.10% No change 6,912 $826K
Moneco Advisors, LLC 0.05% Add +35.6% 6,890 $824K
Quadrature Capital Ltd 0.01% New 6,890 $823K
Integrity Financial Corp 0.39% Reduce -1.0% 6,869 $821K
Advyzon Investment Management, LLC 0.06% Reduce -20.1% 6,866 $821K
Fidelis Capital Partners, LLC 0.05% No change 6,864 $820K
Monograph Wealth Advisors, LLC 0.07% No change 6,856 $819K
Fiduciary Financial Advisors 0.08% New 6,855 $819K
Fortitude Advisory Group L.L.C. 0.31% Add +11.2% 6,829 $816K
Ellevest, Inc. 0.10% No change 6,808 $814K
American Investment Services, Inc. 0.17% No change 6,792 $812K
Continuum Advisory, LLC 0.07% Reduce -4.7% 6,772 $809K
Private Client Services, LLC 0.21% No change 6,759 $808K
Howe & Rusling Inc. 0.05% Reduce -23.0% 6,757 $808K
Burney Co./ 0.02% Add +1.7% 6,729 $804K
Bluespring Wealth Management, LLC 0.02% Add +166.6% 6,719 $803K
Verdence Capital Advisors LLC 0.04% Reduce -13.9% 6,698 $801K
SeaBridge Investment Advisors LLC 0.12% Add +12.9% 6,693 $800K
Fairvoy Private Wealth, LLC 0.16% No change 6,688 $799K
J. Safra Sarasin Holding AG 0.01% New 6,683 $799K
J. L. Bainbridge & Co., Inc. 0.06% Reduce -0.7% 6,664 $797K
Manhattan West Asset Management, LLC 0.13% New 6,646 $794K
LexAurum Advisors, LLC 0.09% Add +3.4% 6,644 $794K
Silvercrest Asset Management Group LLC 0.01% No change 6,632 $793K
Sepio Capital, LP 0.04% Reduce -10.7% 6,625 $792K
Henrickson Nauta Wealth Advisors, Inc. 0.19% Add +19.1% 6,613 $790K
Procyon Advisors, LLC 0.03% Add +7.8% 6,605 $789K
Archer Investment Corp 0.15% Add +24.3% 6,602 $789K
State Street Corp. 0.00% Reduce -30.2% 6,587 $787K
Strait & Sound Wealth Management LLC 0.28% Add +0.2% 6,565 $785K
Werba Rubin Papier Wealth Management 0.10% Add +4.3% 6,560 $784K
Grantvest Financial Group LLC 0.45% Add +23.6% 6,525 $780K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -18.4% 6,524 $780K
JFS Wealth Advisors, LLC 0.04% Reduce -4.5% 6,520 $779K
Galvin, Gaustad & Stein, LLC 0.06% Add +4.3% 6,517 $779K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.3% 6,499 $777K
AdvisorNet Financial, Inc 0.04% Add +14.3% 6,474 $774K
Ridgeline Wealth, LLC 0.45% New 6,472 $774K
McCollum Christoferson Group LLC 0.22% No change 6,472 $774K
Sterling Investment Counsel, LLC 0.18% No change 6,472 $774K
Invesco Ltd. 0.00% Add +140.7% 6,451 $771K
Keudell/Morrison Wealth Management 0.15% No change 6,440 $770K
Legacy Wealth Management, LLC / MS 0.20% No change 6,428 $768K
Fragasso Financial Advisors Inc 0.04% No change 6,420 $767K
Safeguard Investment Advisory Group, LLC 0.18% Add +2.1% 6,415 $767K
Tred Avon Family Wealth, LLC 0.23% No change 6,400 $765K
Garden State Investment Advisory Services LLC 0.15% Add +68.2% 6,377 $762K
Chilton Capital Management LLC 0.02% New 6,368 $761K
MOKAN Wealth Management Inc. 0.29% Reduce -12.6% 6,360 $760K
Silver Oak Securities, Incorporated 0.05% Reduce -2.9% 6,346 $759K
Penobscot Investment Management Company, Inc. 0.05% No change 6,344 $758K
Stevens Capital Partners 0.14% Reduce -4.2% 6,309 $754K
Slagle Financial, LLC 0.23% No change 6,299 $753K
WealthBridge Capital Management, LLC 0.15% Add +0.2% 6,298 $753K
Meridian Wealth Partners, LLC 0.09% Add +0.1% 6,296 $753K
Kickstand Ventures, Llc. 0.14% Add +0.2% 6,286 $751K
EverSource Wealth Advisors, LLC 0.03% Reduce -4.2% 6,267 $749K
Integris Wealth Management, LLC 0.15% Reduce -10.6% 6,254 $747K
FWG Investments, LLC. 0.39% Add +140.7% 6,240 $746K
Rossby Financial, LCC 0.14% Reduce -6.7% 6,233 $745K
Clear Creek Financial Management, LLC 0.05% Add +33.0% 6,201 $741K
Avestar Capital, LLC 0.04% Reduce -11.3% 6,198 $741K
Beckerman Institutional, LLC 0.35% No change 6,178 $738K
Interchange Capital Partners, LLC 0.14% Reduce -10.6% 6,170 $737K
Wealth Advisors Northwest LLC 0.25% No change 6,144 $734K
Hamilton Point Investment Advisors, LLC 0.10% No change 6,144 $734K
CFS Investment Advisory Services, LLC 0.05% No change 6,392 $733K
Optivise Advisory Services LLC 0.37% Add +25.7% 6,123 $732K
United Community Bank 0.23% No change 6,120 $731K
Indivisible Partners 0.04% Reduce -42.8% 6,104 $730K
Accel Wealth Management 0.16% Add +5.8% 6,103 $729K
Nvest Financial, LLC 0.23% Add +19.6% 6,083 $727K
Aaron Wealth Advisors LLC 0.04% No change 6,080 $727K
Millennium Capital Advisors, LLC 0.40% Add +0.1% 6,079 $727K
Atala Financial Inc 0.44% Add +4.3% 6,069 $725K
Caldwell Trust Co 0.06% Add +1.0% 6,060 $724K
Legacy Wealth Advisors, LLC 0.31% No change 6,048 $723K
1834 Investment Advisors Co. 0.08% Reduce -1.6% 6,044 $722K
Hamilton Wealth, LLC 0.13% Reduce -29.5% 6,037 $722K
Huntington National Bank 0.00% Add +4.4% 6,028 $720K
IPG Investment Advisors LLC 0.10% Reduce -54.0% 6,026 $720K
Fourth Dimension Wealth, LLC 0.23% Add +5.0% 6,022 $720K
Correct Capital Wealth Management 0.12% No change 6,008 $718K
Chemistry Wealth Management LLC 0.12% No change 6,002 $717K
My Personal CFO, LLC 0.28% No change 5,987 $716K
Arrowroot Family Office, LLC 0.20% Reduce -1.9% 5,986 $715K
Mitchell McLeod Pugh & Williams Inc. 0.09% Add +34.8% 5,975 $714K
Delta Investment Management, LLC 0.12% Add +10.4% 5,969 $713K
RFG Holdings, Inc. 0.15% Reduce -9.4% 5,959 $712K
Walleye Trading LLC 0.01% Add +106.9% 5,958 $712K
GSG Advisors LLC 0.16% Reduce -1.6% 5,957 $712K
Balefire, LLC 0.12% Add +62.9% 5,956 $712K
Caliber Wealth Management, LLC / KS 0.07% Add +1.1% 5,947 $711K
Legacy Financial Group, Inc. 0.17% Reduce -2.9% 5,921 $708K
Spirepoint Private Client, LLC 0.06% Reduce -2.5% 5,920 $708K
Glassman Wealth Services 0.08% Add +14.4% 5,912 $707K
Bank of Marin 0.49% No change 5,904 $706K
Ellis Investment Partners, LLC 0.11% Add +18.2% 5,893 $704K
Independent Wealth Network Inc. 0.18% Add +8.6% 5,846 $699K
W1M Asset Management Ltd 0.01% New 5,837 $697K
Fischer Investment Strategies, LLC 0.33% Reduce -9.4% 5,826 $696K
Magnolia Capital Advisors LLC 0.12% Add +13.2% 5,816 $695K
Susquehanna International Group, LLP 0.00% Reduce -98.2% 5,802 $693K
Uptick Partners, LLC 0.11% Add +9.5% 5,798 $693K
Northstar Group, Inc. 0.09% No change 5,768 $689K
Francis Financial, Inc. 0.11% New 5,751 $687K
Asset Planning Services Inc. /La/ 0.29% Reduce -7.3% 5,748 $687K
Frisch Financial Group, Inc. 0.12% Add +29.5% 5,740 $686K
DT Investment Partners, LLC 0.05% Add +61.2% 5,727 $684K
Grey Ledge Advisors, LLC 0.14% Add +46.6% 5,723 $684K
Wescott Financial Advisory Group, LLC 0.05% Reduce -10.9% 5,716 $683K
FWL Investment Management, LLC 0.13% Reduce -6.1% 5,714 $683K
Ameriflex Group, Inc. 0.28% Add +2.9% 5,714 $683K
Boreal Capital Management LLC 0.59% No change 5,699 $681K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.1% 5,699 $681K
Piedmont Capital Management, LLC 0.42% No change 5,698 $681K
Ashton Thomas Securities, LLC 0.10% Add +8.6% 5,688 $680K
Westside Investment Management, Inc. 0.09% No change 5,688 $680K
Alpine Woods Capital Investors, LLC 0.15% No change 5,680 $679K
Sankala Group LLC 0.45% Reduce -0.5% 5,666 $678K
Sweeney & Michel, LLC 0.18% Add +0.2% 5,578 $677K
Golden Road Advisors LLC 0.33% No change 5,665 $677K
Banco BTG Pactual S.A. 0.09% Reduce -66.4% 5,653 $676K
Tannin Capital LLC 0.44% Reduce -11.0% 5,638 $674K
Maimon Wealth Management LTD. 0.52% Add +16.7% 5,600 $669K
Triton Financial Group Inc 0.39% New 5,600 $669K
Sims Investment Management, LLC 0.21% No change 5,600 $669K
Progressive Investment Management Corp 0.15% No change 5,600 $669K
Van Cleef Asset Management,Inc 0.07% No change 5,600 $669K
Sfmg, LLC 0.04% Reduce -10.5% 5,597 $669K
Solutions 4 Wealth, Ltd 0.86% No change 5,576 $666K
Smith Chas P & Associates Pa Cpas 0.03% New 5,576 $666K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.3% 5,568 $665K
Garrett Wealth Advisory Group, LLC 0.10% No change 5,552 $664K
Lauterbach Financial Advisors, LLC 0.28% Reduce -12.4% 5,518 $659K
Clark Asset Management, LLC 0.05% Add +38.1% 5,513 $659K
Elser Financial Planning, Inc 0.03% No change 5,512 $659K
InTrack Investment Management Inc 0.33% Reduce -2.9% 5,494 $657K
Home Federal Bank of Tennessee 0.14% No change 5,480 $655K
CGN Advisors LLC 0.05% Reduce -3.5% 5,472 $654K
Founders Financial Securities LLC 0.03% Reduce -2.1% 5,444 $651K
Mezzasalma Advisors, LLC 0.13% Add +8.6% 5,431 $649K
Rakuten Securities, Inc. 0.15% Reduce -27.7% 5,411 $647K
Chaney Capital Management, Inc. 0.20% No change 5,395 $645K
Octavia Wealth Advisors, LLC 0.06% Add +3.9% 5,394 $645K
Fermata Advisors, LLC 0.13% No change 5,370 $642K
Welch & Forbes LLC 0.01% No change 5,360 $641K
Gradient Investments LLC 0.01% Reduce -14.4% 5,352 $640K
Retirement Solution LLC 0.12% Add +0.9% 5,344 $639K
Bestgate Wealth Advisors, LLC 1.02% No change 5,336 $638K
Essex Bank 0.14% Add +26.2% 5,312 $635K
Bay Capital Advisors, LLC 0.34% No change 5,306 $634K
Paragon Financial Partners, Inc. 0.34% No change 5,597 $633K
Purkiss Capital Advisors LLC 0.24% No change 5,280 $631K
Quad-Cities Investment Group, LLC 0.23% Add +113.5% 5,278 $631K
Eclectic Associates Inc. 0.07% Reduce -28.1% 5,269 $630K
Friday Financial 0.17% No change 5,512 $629K
SJS Investment Consulting Inc. 0.07% No change 5,251 $628K
Fonville Wealth Management LLC 0.10% Reduce -23.6% 5,249 $627K
Fjell Capital, LLC 0.43% Add +0.6% 5,232 $625K
Key Client Fiduciary Advisors, LLC 0.18% Add +0.2% 5,219 $624K
Allspring Global Investments Holdings, LLC 0.00% Add +21.1% 5,309 $622K
Advisor Resource Council 0.21% New 5,346 $622K
Destination Wealth Management 0.01% Reduce -1.5% 5,184 $620K
High Point Wealth Management, LLC 0.52% Reduce -0.7% 5,180 $619K
Arthur M. Cohen & Associates, LLC 0.10% No change 5,176 $619K
Sapient Capital LLC 0.01% Add +4.0% 5,136 $614K
Liberty Capital Management, Inc. 0.11% — 5,115 $611K
Missouri Trust & Investment Co 0.17% No change 5,400 $611K
Milestones Private Investment Advisors LLC 0.49% Reduce -0.8% 5,104 $610K
Payne Capital Management, LLC 0.16% No change 5,104 $610K
Abound Wealth Management 0.12% Reduce -3.9% 5,103 $610K
Central Valley Advisors, LLC 0.16% Reduce -3.2% 5,090 $608K
Crown Wealth Group, LLC 0.15% Reduce -0.9% 5,088 $608K
Flywheel Private Wealth LLC 0.30% No change 5,087 $608K
Grey Fox Wealth Advisors, LLC 0.09% Reduce -20.0% 5,046 $603K
Hantz Financial Services, Inc. 0.01% Add +0.2% 5,033 $602K
MCF Advisors LLC 0.02% Reduce -3.8% 5,034 $602K
Baron Financial Group, LLC 0.29% No change 5,024 $600K
Arcus Capital Partners, LLC 0.25% No change 5,016 $600K
Capstone Financial Advisors, Inc. 0.03% Add +0.7% 5,012 $599K
West Wealth Group, LLC 0.10% Add +3.5% 5,008 $599K
Koshinski Asset Management, Inc. 0.03% Reduce -30.4% 5,000 $598K
PUREfi Wealth, LLC 0.33% No change 4,972 $594K
XTX Topco Ltd 0.01% New 4,960 $593K
SilverOak Wealth Management LLC 0.08% Reduce -6.3% 4,952 $592K
Woodley Farra Manion Portfolio Management Inc. 0.03% No change 4,929 $589K
Terra Nova Asset Management LLC 0.36% No change 4,920 $588K
Bridges Investment Management Inc. 0.01% No change 4,920 $588K
Avalon Capital Management 0.14% No change 4,880 $583K
Legacy Capital Wealth Management, LLC 0.27% No change 4,864 $581K
360 Financial, Inc. 0.15% Reduce -9.1% 4,851 $580K
Mustard Seed Financial, LLC 0.30% Add +2.0% 4,845 $579K
Wealth Alliance, LLC 0.05% Reduce -11.4% 4,843 $579K
Aspect Partners, LLC 0.22% No change 4,826 $577K
Tempus Wealth Planning, LLC 0.11% Reduce -0.3% 4,819 $576K
Investment Advisory Services Inc. /TX 0.17% No change 4,800 $574K
Ewa, LLC 0.10% Add +10.2% 4,797 $573K
Summa Corp. 0.18% Add +24.4% 4,796 $573K
Roman Butler Fullerton & Co. 0.14% Add +0.1% 4,949 $572K
Breakwater Investment Management 0.19% No change 4,776 $571K
Hamilton Capital, LLC 0.03% New 4,744 $567K
Petix & Botte Co 0.11% Add +96.2% 4,739 $566K
Klingman & Associates, LLC 0.02% Add +28.1% 4,735 $566K
Saxony Capital Management, LLC 0.26% Reduce -2.7% 4,734 $566K
Members Wealth LLC 0.31% Reduce -87.5% 4,733 $566K
RDA Financial Network 0.12% Add +2.2% 4,724 $565K
Ironwood Investment Counsel, LLC 0.07% Add +3.5% 4,710 $563K
WealthPlan Investment Management, LLC 0.03% Reduce -13.5% 4,706 $562K
Sheets Smith Wealth Management 0.06% Add +3.9% 4,705 $562K
Cura Wealth Advisors, LLC 0.24% No change 4,704 $562K
Collective Family Office LLC 0.12% Reduce -5.6% 4,704 $562K
Spartan Wealth Advisory Services LLC 0.05% New 4,689 $560K
TFB Advisors LLC 0.25% Add +2.7% 4,685 $560K
GDS Wealth Management 0.03% Add +15.4% 4,679 $559K
Atlas Private Wealth Advisors 0.12% Reduce -1.6% 4,677 $559K
COFG Advisors, LLC 0.10% New 4,671 $558K
Sound Income Strategies, LLC 0.03% Add +8.3% 4,671 $558K
Gateway Investment Advisers LLC 0.01% Add +43.5% 4,671 $558K
Walkner Condon Financial Advisors LLC 0.06% Reduce -2.3% 4,659 $557K
Second Line Capital, LLC 0.10% Reduce -87.5% 4,657 $557K
Astra Wealth Partners LLC 0.31% No change 4,648 $556K
Yarger Wealth Strategies, LLC 0.20% Add +0.1% 4,693 $554K
Rollins Financial Advisors, LLC 0.07% No change 4,632 $554K
Brady Martz Wealth Solutions, LLC 0.08% Reduce -0.9% 4,624 $553K
Signet Private Wealth LLC 0.44% New 4,613 $551K
John G Ullman & Associates Inc. 0.07% Add +29.2% 4,598 $550K
Moss Adams Wealth Advisors LLC 0.03% No change 4,597 $549K
SC&H Financial Advisors, Inc. 0.07% Add +0.9% 4,594 $549K
Invst, LLC 0.05% New 4,589 $549K
DF Dent & Co. Inc. 0.01% No change 4,576 $547K
Townsend & Associates, Inc 0.05% Reduce -87.5% 4,825 $546K
Yoder Wealth Management, Inc. 0.21% No change 4,568 $546K
RVW Wealth, LLC 0.04% No change 4,560 $545K
RPg Family Wealth Advisory, LLC 0.09% Reduce -9.2% 4,560 $545K
Compass Advisory Group LLC 0.13% Reduce -2.7% 4,547 $544K
MBE Wealth Management, LLC 0.19% Add +0.6% 4,547 $543K
Van Strum & Towne Inc. 0.15% No change 4,544 $543K
NorthCoast Asset Management LLC 0.01% Reduce -41.8% 4,536 $542K
Syntegra Private Wealth Group, LLC 0.04% Add +0.7% 4,536 $542K
Sterling Wealth Management, Inc. 0.13% Reduce -15.9% 4,532 $542K
Vertex Planning Partners, LLC 0.08% Add +15.3% 4,519 $540K
apricus wealth, LLC 0.26% Reduce -16.4% 4,500 $538K
LJI Wealth Management, LLC 0.08% Add +2.3% 4,500 $538K
Armor Investment Advisors, LLC 0.17% No change 4,496 $537K
Sykon Capital LLC 0.16% Add +6.7% 4,480 $535K
Greenfield Seitz Capital Management, LLC 0.16% No change 4,480 $535K
Lyell Wealth Management, LP 0.03% No change 4,478 $535K
Permanent Capital Management, LP 0.07% New 4,458 $533K
Signature Wealth Management Partners, LLC 0.25% No change 4,456 $533K
Mystic Asset Management, Inc. 0.11% Reduce -1.1% 4,456 $533K
Strategic Point Investment Advisors, LLC 0.07% Add +88.1% 4,454 $532K
Commonwealth Financial Services, LLC 0.07% Add +0.1% 4,430 $529K
Ibex Wealth Advisors 0.04% Add +2.4% 4,406 $527K
Capital Asset Advisory Services LLC 0.02% Reduce -87.5% 4,392 $525K
Parisi Gray Wealth Management 0.11% No change 4,379 $523K
Mayfair Advisory Group, LLC 0.16% Reduce -32.6% 4,619 $523K
Precedent Wealth Partners, LLC 0.09% New 4,376 $523K
Security National Bank 0.06% Reduce -1.4% 4,368 $522K
Accelerate Investment Advisors LLC 0.30% No change 4,360 $521K
LRI Investments, LLC 0.04% No change 4,360 $521K
Berman McAleer LLC 0.06% Add +36.0% 4,352 $520K
First Financial Bankshares Inc 0.01% No change 4,352 $520K
Semus Wealth Partners LLC 0.25% Reduce -4.4% 4,352 $520K
Boltwood Capital Management 0.12% Reduce -0.8% 4,341 $519K
Advisor OS, LLC 0.03% Reduce -69.7% 4,331 $518K
World Equity Group, Inc. 0.12% Add +1.4% 4,324 $517K
Barnes Pettey Financial Advisors, LLC 0.16% Add +4.9% 4,312 $515K
Florida Financial Advisors, LLC 0.09% New 4,304 $514K
Carl P. Sherr & Co., LLC 0.22% No change 4,302 $514K
Novare Capital Management LLC 0.04% Add +19.5% 4,273 $511K
Next Level Private LLC 0.10% Add +25.1% 4,273 $511K
PCM Encore, LLC 0.09% No change 4,272 $511K
DV Trading LLC 0.04% New 4,271 $510K
Wealth Alliance Advisory Group, LLC 0.07% Add +0.6% 4,266 $510K
Allen Mooney & Barnes Investment Advisors LLC 0.08% No change 4,264 $510K
LaSalle St. Investment Advisors, LLC 0.06% Add +31.4% 4,259 $509K
Seeds Investor LLC 0.05% New 4,256 $509K
Monetary Solutions, Ltd 0.44% No change 4,248 $508K
Glenview Trust Co 0.01% Add +1.3% 4,248 $508K
M. Kraus & Co 0.13% Reduce -78.4% 5,397 $508K
Balanced Wealth Group LLC 0.16% Add +5.1% 4,245 $507K
Tanager Wealth Management LLP 0.04% Reduce -8.2% 4,232 $506K
Financial Plan, Inc. 0.05% No change 4,224 $505K
River Wealth Advisors LLC 0.05% Add +1.7% 4,223 $505K
Catalyst Financial Partners LLC 0.05% Reduce -5.6% 4,222 $505K
Howard Capital Management, LLC 0.01% No change 4,216 $504K
F&V Capital Management, LLC 0.09% Add +1.1% 4,205 $503K
Grove Bank & Trust 0.05% Reduce -14.2% 4,200 $502K
TrueWealth Advisors, LLC 0.11% No change 4,192 $501K
Madson Wealth Advisors Inc 0.34% New 4,189 $501K
Ironwood Financial, llc 0.08% No change 4,321 $499K
Farrell Financial LLC 0.27% Reduce -11.0% 4,173 $499K
Meredith Wealth Planning 0.12% No change 4,170 $498K
Pursue Wealth Partners LLC 0.28% No change 4,169 $498K
Diversified Portfolios, Inc. 0.04% Reduce -4.8% 4,165 $498K
Cahaba Wealth Management, Inc. 0.03% New 4,164 $498K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -4.5% 4,158 $497K
First Business Financial Services, Inc. 0.04% No change 4,152 $496K
Bigelow Investment Advisors, LLC 0.18% Reduce -10.7% 4,142 $495K
Heritage Investors Management Corp. 0.01% Reduce -21.4% 4,140 $495K
BCS Wealth Management 0.09% Reduce -2.0% 4,133 $494K
Keystone Wealth Services, LLC 0.09% No change 4,132 $494K
Quantbot Technologies LP 0.02% New 4,129 $493K
Taylor & Morgan Wealth Management, LLC 0.24% No change 4,120 $492K
Blue Bell Private Wealth Management, LLC 0.06% No change 4,120 $492K
Boston Trust Walden Corp 0.00% No change 4,120 $492K
Stegent Equity Advisors, Inc. 0.35% No change 4,110 $491K
Midwest Financial Group LLC 0.17% Add +63.5% 4,108 $491K
Greenspring Advisors, LLC 0.03% Reduce -6.2% 4,104 $491K
Financial & Tax Architects, LLC 0.10% New 4,104 $491K
URS Advisory LLC 0.27% Add +0.1% 4,102 $490K
Uptown Financial Advisors LLC 0.36% Reduce -0.2% 4,097 $490K
Summit Financial Strategies, Inc. 0.03% No change 4,097 $490K
Guidance Point Advisors, LLC 0.11% Add +0.5% 4,094 $490K
Frank, Rimerman Advisors LLC 0.03% No change 4,096 $490K
SHP Wealth Management 0.03% Reduce -15.2% 4,083 $488K
Cape Investment Advisory, Inc. 0.13% Add +37.5% 4,081 $488K
Quadcap Wealth Management, LLC 0.05% Add +40.9% 4,080 $488K
Jamison Private Wealth Management, Inc. 0.05% No change 4,073 $487K
Fortress Private Ledger, LLC 0.13% Add +101.0% 4,069 $486K
Colonial River Investments, LLC 0.14% Add +1.0% 4,066 $486K
Barnes Dennig Private Wealth Management LLC 0.39% Add +2.2% 4,064 $486K
Northwest Financial Advisors 0.06% Add +9.0% 4,063 $486K
True Link Financial Advisors, LLC 0.03% Reduce -8.8% 4,056 $485K
ORBA Wealth Advisors, L.L.C. 0.41% Reduce -30.0% 4,034 $482K
Heffernan Advisory, Inc. 0.40% New 4,000 $478K
V2 Financial group LLC 0.18% No change 4,000 $478K
Pioneer Trust Bank N A 0.11% Reduce -8.3% 4,000 $478K
Rosenberg Matthew Hamilton 0.09% No change 4,000 $478K
Foundation Wealth Management, LLC\PA 0.14% Reduce -10.4% 3,994 $477K
Campbell Capital Management Inc. 0.17% No change 3,992 $477K
Keb Asset Management, LLC 0.08% Reduce -0.1% 3,988 $477K
Cornerstone Wealth Group, LLC 0.03% Reduce -87.2% 3,976 $475K
Parkside Financial Bank & Trust 0.03% Add +0.2% 3,960 $473K
Glen Eagle Advisors, LLC 0.06% Add +14.8% 3,959 $473K
Faithward Advisors, LLC 0.06% Add +0.4% 3,952 $472K
Calton & Associates, Inc. 0.07% Reduce -50.3% 3,933 $470K
Bullock Wealth Management Group 0.20% Add +0.1% 4,006 $470K
Parr McKnight Wealth Management Group, LLC 0.06% Reduce -0.2% 3,928 $469K
TriaGen Wealth Management LLC 0.12% No change 3,920 $469K
Lane Brothers & Co. Inc. 0.31% No change 3,912 $468K
Creekside Partners 0.17% Reduce -2.5% 3,909 $467K
Traphagen Investment Advisors LLC 0.03% Add +0.2% 3,904 $467K
Courier Capital LLC 0.02% Reduce -8.3% 3,897 $466K
GAMMA Investing LLC 0.02% Add +11.4% 3,896 $466K
DMKC Advisory Services, LLC 0.09% No change 3,874 $463K
Whittier Trust Co. of Nevada Inc. 0.01% No change 4,056 $463K
Vaquero Private Wealth, Ltd. 0.09% — 3,848 $460K
Herold Advisors, Inc. 0.09% Reduce -0.9% 3,844 $459K
Wealth Dimensions Group, Ltd. 0.08% Reduce -0.1% 3,828 $458K
Glass Jacobson Investment Advisors llc 0.14% Reduce -3.8% 3,824 $457K
InvesTrust 0.18% Reduce -3.8% 3,818 $456K
Group One Trading LLC 0.01% New 3,816 $456K
Sand Hill Global Advisors, LLC 0.01% Add +1.6% 3,812 $456K
Palacios Wealth Management, LLC 0.27% New 3,808 $455K
Financial Solutions Advisory Group, Inc. 0.06% No change 3,864 $455K
ProVise Management Group, LLC 0.03% No change 3,800 $454K
Briggs Wealth Management, Inc 0.41% Add +2.3% 3,797 $454K
Exit Wealth Advisors, LLC. 0.21% Reduce -2.2% 3,795 $454K
Stonebridge Financial Group, LLC 0.03% Add +0.5% 3,788 $453K
ATLas Financial Planning LLC 0.37% No change 3,776 $451K
Everest Private Wealth 0.17% Add +11.8% 3,776 $451K
Private Management Group Inc. 0.01% Add +2.1% 3,750 $448K
Angeles Wealth Management, LLC 0.02% Reduce -69.7% 3,745 $448K
PFW Advisors LLC 0.13% Add +0.1% 3,732 $446K
Center For Asset Management LLC 0.20% Reduce -11.6% 3,729 $446K
Jeppson Wealth Management, LLC 0.13% No change 3,728 $446K
Tocqueville Asset Management L.P. 0.01% No change 3,720 $445K
Tilia Fiduciary Partners, Inc. 0.21% Reduce -4.4% 3,710 $443K
Channel Wealth LLC 0.10% New 3,702 $442K
Allium Financial Advisors, LLC 0.29% No change 3,696 $442K
Vested Financial Planning, LLC 0.30% No change 3,688 $441K
Cheviot Value Management, LLC 0.04% No change 3,688 $441K
Rubicon Advisors, GP 0.32% Add +4.9% 3,684 $440K
McDaniel Terry & Co. 0.03% Add +27.4% 3,670 $439K
Infinity Wealth Counsel, LLC 0.35% Add +14.6% 3,667 $438K
Cooper Financial Group 0.04% Add +3.0% 3,667 $438K
Valtrion Capital Management, LLC 0.33% Add +5.6% 3,665 $438K
Greenwich Wealth Management LLC 0.02% No change 3,658 $437K
Define Financial, LLC 0.20% Add +0.1% 3,653 $437K
Panoramic Capital Partners, LLC 0.21% New 3,648 $436K
Foster & Motley Inc. 0.02% No change 3,651 $436K
Matisse Capital 0.17% Reduce -1.5% 3,633 $434K
Emerald Advisors, LLC 0.05% No change 3,632 $434K
GatePass Capital, LLC 0.17% No change 3,631 $434K
Retirement Investment Advisors, Inc. 0.03% No change 3,752 $434K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 3,616 $432K
Apeiron RIA LLC 0.11% Add +2.6% 3,610 $431K
Atlas Brown,Inc. 0.12% No change 3,606 $431K
Avail Investment Partners, LLC 0.33% Reduce -15.0% 3,605 $431K
Investment Research Partners LLC 0.15% Reduce -15.0% 3,605 $431K
Waddell & Associates, LLC 0.02% New 3,604 $431K
Knightsbridge Asset Management, LLC 0.06% No change 3,600 $430K
Resolute Capital, LLC 0.15% Add +1.9% 3,596 $430K
Christensen, King & Associates Investment Services, Inc. 0.17% Reduce -87.6% 3,559 $425K
MKT Advisors LLC 0.13% Reduce -17.1% 3,727 $425K
MWA Asset Management 0.19% Reduce -4.3% 3,553 $425K
Fiscal Wisdom Wealth Management, LLC 0.36% Reduce -4.9% 3,552 $425K
Bluesphere Advisors LLC 0.13% Add +27.9% 3,549 $424K
DWM Financial Group, Inc. 0.38% — 563 $424K
Fearless Solutions, LLC dba Best Invest 0.22% Reduce -2.1% 3,546 $424K
Cornerstone Financial Group, LLC 0.26% Reduce -87.8% 3,544 $424K
Kelly Financial Services LLC 0.09% No change 3,539 $423K
Acorn Wealth Advisors, LLC 0.10% No change 3,537 $423K
Quent Capital, LLC 0.03% New 3,536 $423K
Laurel Wealth Advisors LLC 0.04% Reduce -90.0% 3,532 $422K
Kestra Investment Management, LLC 0.01% New 3,527 $422K
Tounjian Advisory Partners, LLC 0.18% Add +6.4% 3,524 $421K
Huntleigh Advisors, Inc. 0.06% No change 3,520 $421K
BlackDiamond Wealth Management, LLC 0.17% Reduce -1.1% 3,496 $420K
Avion Wealth 0.08% No change 3,521 $420K
Ipsen Advisor Group LLC 0.27% Reduce -3.5% 3,499 $418K
Hill Island Financial LLC 0.09% No change 3,496 $418K
Peterson Wealth Advisors, LLC 0.05% Reduce -2.5% 3,496 $418K
Adamsbrown Wealth Consultants LLC 0.08% Reduce -2.4% 3,490 $417K
Mattern Wealth Management LLC 0.07% No change 3,488 $417K
Obermeyer Wealth Partners 0.02% No change 3,488 $417K
First National Advisers, LLC 0.06% No change 3,480 $416K
Equity Wealth Partners, LLC 0.15% New 3,457 $413K
Cerro Pacific Wealth Advisors LLC 0.09% No change 3,456 $413K
D.B. Root & Company, LLC 0.09% No change 3,456 $413K
Ruggiero Investments, Inc. 0.35% Reduce -2.3% 3,454 $413K
Howard Financial Services, LTD. 0.04% Add +0.2% 3,446 $412K
Godshalk Welsh Capital Management, Inc. 0.22% No change 3,440 $411K
Endeavor Private Wealth, Inc. 0.10% Reduce -43.5% 3,432 $410K
Harbor Investment Advisory, LLC 0.03% No change 3,432 $410K
Sanchez Gaunt Capital Management, LLC 0.23% Add +11.7% 3,431 $410K
Alliance Wealth Advisors, LLC 0.08% No change 3,416 $408K
Marquette Asset Management, LLC 0.05% No change 3,399 $406K
Grant Private Wealth Management Inc 0.17% New 3,392 $405K
BSW Wealth Partners 0.05% No change 3,392 $405K
Wimmer Associates 1, LLC 0.18% New 3,387 $405K
Independent Wealth Advisors LLC 0.37% No change 3,385 $405K
Goldstein Advisors, LLC 0.04% No change 3,383 $404K
Encompass Wealth Advisors, LLC 0.12% Add +19.2% 3,375 $403K
Lotus Asset Management LLC 0.36% — 3,365 $402K
Hurlow Wealth Management Group, Inc. 0.08% No change 3,360 $402K
Fort Point Capital Partners LLC 0.04% No change 3,352 $401K
FSB Premier Wealth Management, Inc. 0.11% Add +5.2% 3,340 $399K
WESPAC Advisors SoCal, LLC 0.07% No change 3,312 $396K
Seaside Wealth Management, Inc. 0.10% Reduce -2.0% 3,307 $395K
Pps&v Asset Management Consultants, Inc. 0.21% No change 3,306 $395K
Sfm, LLC 0.20% No change 3,304 $395K
Occidental Asset Management, LLC 0.04% No change 3,298 $394K
Summit Financial Consulting LLC 0.27% New 3,297 $394K
Wealthspan Partners, LLC 0.12% No change 3,297 $394K
Skyline Advisors, Inc. 0.12% Reduce -4.8% 3,291 $393K
Northbridge Financial Group, LLC 0.15% Reduce -0.2% 3,280 $392K
Morse Asset Management, Inc 0.07% No change 3,280 $392K
City Holding Co. 0.04% Reduce -0.6% 3,276 $392K
Prosperity Advisers, LLC 0.28% Reduce -4.6% 3,274 $391K
Lakeridge Wealth Management LLC 0.14% No change 3,265 $390K
Jim Saulnier & Associates, LLC 0.16% Add +0.3% 3,264 $390K
Quotient Wealth Partners, LLC 0.01% Reduce -0.3% 3,263 $390K
Mb, Levis & Associates, LLC 0.14% No change 3,250 $388K
Tranquility Partners, LLC 0.13% No change 3,249 $388K
Elevate Wealth Advisory, Inc. 0.22% Add +16.1% 3,241 $387K
Foguth Wealth Management, LLC. 0.04% Reduce -88.2% 3,421 $387K
180 Wealth Advisors, LLC 0.04% Reduce -12.5% 3,241 $387K
Altus Wealth Group LLC 0.14% No change 3,232 $386K
Conscious Wealth Investments, LLC 0.20% No change 3,320 $385K
Rise Advisors, LLC 0.11% Add +0.2% 3,221 $385K
Legacy Financial Strategies, LLC 0.06% No change 3,216 $384K
GFG Capital, LLC 0.11% No change 3,216 $384K
Henson-Edgewater Management, LLC 0.20% Add +35.3% 3,160 $384K
Novak & Powell Financial Services, Inc. 0.18% Reduce -0.3% 3,215 $384K
YHB Investment Advisors, Inc. 0.02% No change 3,202 $383K
Linscomb Wealth, Inc. 0.02% Reduce -22.4% 3,202 $383K
Colton Groome Financial Advisors, LLC 0.09% Reduce -4.0% 3,202 $383K
Cary Street Partners Investment Advisory LLC 0.08% Add +32.0% 3,201 $383K
Morangie Management LLC 0.32% No change 3,200 $382K
Resources Management Corp. /CT/ 0.05% Reduce -0.6% 3,196 $382K
Disciplined Investors, L.L.C. 0.19% Add +7.9% 3,194 $382K
Coppell Advisory Solutions LLC 0.03% New 4,715 $376K
Westwood Holdings Group Inc. 0.00% Reduce -1.8% 3,136 $375K
Golden State Wealth Management, LLC 0.03% Add +683.0% 3,132 $374K
Frederick Financial Consultants, LLC 0.16% No change 3,128 $374K
Manske Wealth Management 0.09% Reduce -2.5% 3,120 $373K
Spectrum Wealth Advisory Group, LLC 0.11% Add +0.1% 3,116 $372K
Beacon Investment Advisors LLC 0.12% No change 3,115 $372K
Gaddis Premier Wealth Advisors LLC 0.23% New 3,112 $372K
Advance Capital Management, Inc. 0.01% New 3,107 $371K
Quadrant Private Wealth Management, LLC 0.08% No change 3,107 $371K
Fortis Capital Management LLC 0.04% Reduce -8.0% 3,106 $371K
Strategy Asset Managers LLC 0.06% Reduce -12.9% 3,099 $370K
Compass Capital Corp. /Ma/ 0.12% Reduce -87.5% 3,027 $369K
IMPACTfolio, LLC 0.14% Reduce -3.8% 3,087 $369K
American Financial Advisors, LLC 0.04% Reduce -0.8% 3,079 $368K
Gerald Baker Financial Group LLC 0.10% Add +0.2% 3,061 $366K
Financial Advisors Network, Inc. 0.04% Add +10.8% 3,049 $364K
Collaborative Capital Advisors LLC 0.23% — 3,048 $364K
Chicago Capital, LLC 0.01% No change 3,040 $363K
Carrera Capital Advisors 0.05% No change 3,038 $363K
Koss-Olinger Consulting, LLC 0.03% Add +3.1% 3,026 $362K
Fulton Breakefield Broenniman LLC 0.02% No change 3,022 $361K
X-Square Capital, LLC 0.09% Add +9.5% 3,022 $361K
First Foundation Advisors 0.01% New 3,017 $361K
Viewpoint Capital Management LLC 0.18% No change 3,016 $360K
Jefferies Financial Group Inc. 0.00% New 3,015 $360K
Ring Mountain Capital, LLC 0.15% Reduce -12.4% 3,013 $360K
Ogorek Anthony Joseph /NY/ 0.09% No change 3,016 $360K
Evolution Wealth Management Inc. 0.21% Add +166.7% 3,008 $360K
CMH Wealth Management LLC 0.05% Reduce -2.6% 3,000 $359K
Apriem Advisors 0.03% Add +2.9% 2,997 $358K
Horizon Financial Services, LLC 0.14% No change 2,992 $358K
NTV Asset Management LLC 0.04% Reduce -0.7% 2,988 $357K
Vontobel Holding Ltd. 0.00% New 2,986 $357K
Morton Capital Management LLC 0.05% No change 2,984 $357K
Beacon Wealthcare LLC 0.11% No change 2,984 $357K
Battery Global Advisors, LLC 0.18% No change 2,968 $355K
Williams & Novak, LLC 0.24% No change 2,953 $353K
Mma Asset Management LLC 0.11% No change 2,951 $353K
Pioneer Wealth Management Group 0.08% No change 2,934 $351K
TIAA Wealth Investment Management LLC 0.00% Add +27.6% 2,949 $350K
Values First Advisors, Inc. 0.16% No change 2,928 $350K
Fiera Capital Corp 0.00% No change 2,928 $350K
Washington Trust Bank 0.02% New 2,927 $350K
Cyndeo Wealth Partners, LLC 0.02% Add +1.0% 2,917 $349K
Great Lakes Advisors, LLC 0.00% New 2,910 $348K
Planned Solutions, Inc. 0.10% Add +4.7% 2,907 $347K
AAFMAA Wealth Management & Trust LLC 0.12% No change 2,904 $347K
Fiduciary Family Office, LLC 0.09% No change 2,904 $347K
Cascade Financial Partners, LLC 0.03% No change 2,904 $347K
HTG Investment Advisors, Inc. 0.09% Reduce -0.1% 2,901 $347K
Private Advisory Group LLC 0.02% New 2,900 $347K
Crumly & Associates Inc. 0.07% Reduce -32.3% 2,896 $346K
Castle Rock Wealth Management, LLC 0.07% Add +0.4% 2,939 $345K
TruNorth Capital Management, LLC 0.06% No change 2,881 $344K
Miller Capital Partners, Inc. 0.14% No change 2,880 $344K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -3.9% 2,882 $344K
AF Advisors, Inc. 0.17% Add +5.1% 2,876 $344K
Thompson David Blair 0.17% No change 2,872 $343K
Webster Bank, N. A. 0.03% Reduce -7.7% 2,872 $343K
Rebalance, LLC 0.02% Add +0.1% 2,867 $343K
Mosaic Family Wealth Partners, LLC 0.02% Add +22.7% 2,856 $341K
Asset Dedication, LLC 0.02% No change 2,848 $340K
Financial Security Advisor, Inc. 0.06% Add +0.2% 2,845 $340K
Emissary Wealth LLC 0.26% Reduce -3.8% 2,840 $339K
Spreng Capital Management, Inc. 0.12% Add +3.6% 2,827 $338K
Dana Investment Advisors, Inc. 0.01% Reduce -6.0% 2,827 $338K
Cresta Advisors, Ltd. 0.12% Reduce -0.2% 2,827 $338K
Dumont & Blake Investment Advisors LLC 0.08% Add +3.0% 2,811 $336K
Diversified Management Inc. 0.07% No change 2,808 $336K
Tennessee Valley Asset Management Partners 0.04% New 2,807 $336K
Oceanside Advisors LLC 0.17% New 2,807 $335K
Jericho Financial, LLP 0.17% Reduce -2.6% 2,805 $335K
KRM Wealth Management L.L.C. 0.15% No change 2,800 $335K
SWP Financial LLC 0.15% Reduce -6.7% 2,800 $335K
Maridea Wealth Management LLC 0.04% Add +4.4% 2,797 $334K
Warner Financial, Inc. 0.10% No change 2,792 $334K
Clarus Wealth Advisors 0.13% Add +0.1% 2,884 $333K
JHP Wealth Management, LLC 0.27% New 2,786 $333K
Denver Wealth Management, Inc. 0.10% Reduce -12.1% 2,786 $333K
B.O.S.S. Retirement Advisors, LLC 0.09% New 2,778 $332K
Verus Financial Partners, Inc. 0.03% No change 2,770 $331K
Inscription Capital, LLC 0.03% Add +0.3% 2,759 $330K
Pitti Group Wealth Management, LLC 0.24% No change 2,736 $327K
TKG Advisors, LLC 0.11% Reduce -6.0% 2,736 $327K
Clarity Capital Advisors, LLC 0.14% Add +0.2% 2,734 $327K
EFG International AG 0.01% New 2,729 $326K
Next Level Wealth Planning, LLC 0.14% No change 2,728 $326K
Trevian Wealth Management LLC 0.14% No change 2,728 $326K
Activest Wealth Management 0.06% Reduce -55.0% 2,722 $325K
Johnson & White Wealth Management, LLC 0.12% Reduce -23.9% 2,720 $325K
Weaver Consulting Group 0.07% Reduce -3.6% 2,715 $325K
Cambient Family Office, LLC 0.04% New 2,704 $323K
Cowa, LLC 0.09% No change 2,696 $322K
Intellus Advisors LLC 0.04% No change 2,696 $322K
OFS Enterprise LLC 0.08% New 2,695 $322K
LBJ Family Wealth Advisors, Ltd. 0.16% No change 2,761 $322K
Mairs & Power Inc. 0.00% Add +0.7% 2,690 $321K
Wealth Architects, LLC 0.03% Reduce -10.9% 2,686 $321K
Chapman Financial Group, LLC 0.21% No change 2,672 $319K
Cottage Street Advisors LLC 0.12% No change 2,672 $319K
MJP Associates Inc. 0.03% New 2,667 $319K
Axos Invest Inc. 0.23% Reduce -2.6% 2,666 $319K
Walser Wealth Management Company, A Ltd Liability Co 0.13% Reduce -8.0% 2,665 $319K
Cedar Wealth Management, LLC 0.08% No change 2,664 $318K
McGowan Group Asset Management, Inc. 0.04% No change 2,658 $318K
Core Wealth Advisors, Inc. 0.06% No change 2,648 $316K
Evolve Private Wealth, LLC 0.02% Reduce -96.0% 2,647 $316K
Burton Enright Welch 0.04% No change 2,646 $316K
Madison Park Capital Advisors, LLC 0.22% Add +506.8% 20,000 $315K
Resolute Wealth Strategies, LLC 0.12% No change 2,638 $315K
Pacific Park Financial, Inc. 0.18% No change 2,632 $315K
Pacific Center for Financial Services 0.07% No change 2,632 $315K
Chilton Investment Co. Inc. 0.01% Reduce -19.8% 2,624 $314K
Harborfront Financial Group LLC 1.18% — 2,620 $313K
Hopwood Nicholas Hunter 0.09% Add +1.0% 2,617 $313K
Essex LLC 0.05% Add +7.2% 2,616 $313K
Marin Bay Wealth Advisors, LLC 0.17% Reduce -3.6% 2,606 $311K
Commerce Advisors, LLC 0.17% No change 2,602 $311K
Athena Wealth Management, LLC 0.23% Add +0.1% 2,596 $310K
PICTET BANK & TRUST Ltd 0.33% No change 2,592 $310K
BCM Advisors, LLC 0.06% Reduce -87.5% 2,728 $309K
GreatBanc Trust CO 0.19% New 2,584 $309K
New Republic Capital, LLC 0.07% No change 2,584 $309K
Objective Capital Management, LLC 0.27% New 2,560 $306K
Berkshire Asset Management LLC 0.01% No change 2,560 $306K
Stanich Group LLC 0.19% Add +0.1% 2,547 $304K
Wolff Wiese Magana LLC 0.14% No change 2,544 $304K
GenWealth Group, Inc. 0.05% Reduce -3.8% 2,539 $303K
IMZ Advisory Inc 0.10% No change 2,537 $303K
Colonial Trust Co / SC 0.04% Reduce -69.1% 2,527 $302K
Medallion Wealth Advisors, LLC 0.10% Reduce -37.5% 2,525 $302K
Mills Wealth Advisors LLC 0.09% Reduce -8.5% 2,517 $301K
Johnson Financial Group, LLC 0.02% Reduce -2.2% 2,512 $300K
Fusion Family Wealth, LLC 0.02% No change 2,512 $300K
HM Payson & Co. 0.00% No change 2,504 $299K
Corbyn Investment Management Inc. 0.12% Reduce -2.5% 2,504 $299K
Ally Invest Advisors Inc. 0.02% Reduce -4.8% 2,497 $298K
Pacific Sage Partners, LLC 0.04% No change 2,496 $298K
Philadelphia Trust Co. 0.02% No change 2,496 $298K
Strategic Wealth Investment Group, LLC 0.04% Reduce -14.1% 2,488 $297K
Burns J W & Co. Inc. 0.03% Reduce -1.3% 2,479 $296K
JSF Financial, LLC 0.05% New 2,475 $296K
Harmony Asset Management LLC 0.08% New 2,475 $296K
Strategic Investment Advisors / MI 0.02% Reduce -3.5% 2,471 $295K
AssuredPartners Investment Advisors, LLC 0.03% Add +8.7% 2,469 $295K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -17.1% 2,514 $294K
Perryman Financial Advisory Inc. 0.04% Reduce -7.1% 2,461 $294K
Cedarwood Wealth LLC 0.22% Add +2.6% 2,454 $293K
Downshift Financial, LLC 0.13% Reduce -87.5% 2,447 $293K
Unconventional Investor, LLC 0.12% No change 2,446 $292K
Heritage Wealth Management, Inc. 0.15% Add +0.9% 2,446 $292K
FSA Advisors, Inc. 0.13% No change 2,449 $292K
Mountain Capital Investment Advisors Inc. 0.04% Reduce -86.9% 2,440 $292K
M3 Advisory Group, LLC 0.15% Add +5.3% 2,434 $291K
Callahan Advisors, LLC 0.02% No change 2,432 $291K
HFG Advisors, Inc. 0.18% No change 2,432 $291K
Milestone Asset Management, LLC 0.05% New 2,432 $291K
ZWJ Investment Counsel Inc. 0.01% No change 2,432 $291K
Ranch Capital Advisors Inc. 0.09% Add +0.1% 2,427 $290K
Consilio Wealth Advisors, LLC 0.07% Reduce -0.5% 2,421 $289K
Quest 10 Wealth Builders, Inc. 0.22% No change 2,400 $287K
Pincus Capital Management, LP 0.17% No change 2,400 $287K
Stage Harbor Financial, LLC 0.17% No change 2,400 $287K
Insight 2811, Inc. 0.12% No change 2,400 $287K
Yukon Wealth Management, Inc. 0.08% New 2,400 $287K
Aries Wealth Management 0.06% No change 2,400 $287K
Blue Edge Capital, LLC 0.03% Reduce -8.5% 2,400 $287K
Whalerock Point Partners, LLC 0.05% No change 2,392 $286K
Motco 0.02% No change 2,392 $286K
NFSG Corp 0.04% Reduce -12.5% 2,387 $285K
Gilbert & Cook, Inc. 0.03% No change 2,378 $284K
Drive Wealth Management, LLC 0.05% No change 2,378 $284K
Sachem Hill LLC 0.05% No change 2,376 $284K
Cranbrook Wealth Management, LLC 0.05% No change 2,368 $283K
Cornerstone Capital, Inc. 0.03% New 2,360 $282K
BlueStem Wealth Partners, LLC 0.03% No change 2,360 $282K
Nelson Capital Management, LLC 0.03% New 2,357 $282K
Align Financial, LLC 0.14% No change 2,336 $279K
Abacus Planning Group, Inc. 0.03% Reduce -0.1% 2,333 $279K
Koenig Investment Advisory, LLC 0.22% New 2,330 $279K
Independence Bank of Kentucky 0.03% No change 2,328 $278K
Opus Capital Group, LLC 0.03% No change 2,328 $278K
Juno Financial Group LLC 0.10% No change 2,320 $277K
JT Stratford LLC 0.03% Reduce -2.4% 2,320 $277K
LMCG Investments, LLC 0.01% No change 2,320 $277K
Private Wealth Group, LLC 0.11% No change 2,312 $276K
5th Street Advisors, LLC 0.11% Reduce -4.2% 2,308 $276K
Bank Hapoalim BM 0.02% No change 2,304 $275K
Vaughan David Investments LLC 0.01% New 2,298 $275K
Fiduciary Financial Group, LLC 0.03% Reduce -1.4% 2,288 $273K
Epiq Partners, LLC 0.12% New 2,288 $273K
Trifecta Capital Advisors, LLC 0.04% No change 2,288 $273K
Greenline Wealth Management LLC 0.22% New 2,284 $273K
Tortoise Investment Management, LLC 0.02% New 2,281 $273K
Cadinha & Co. LLC 0.04% New 2,280 $273K
Oliver Luxxe Assets LLC 0.04% Reduce -27.9% 2,278 $272K
Tyche Wealth Partners LLC 0.04% New 2,275 $272K
Evernest Financial Advisors, LLC 0.06% Reduce -87.5% 2,273 $272K
Fort Washington Investment Advisors Inc. 0.00% New 2,264 $271K
Richmond Investment Services, LLC 0.09% Reduce -76.7% 2,262 $270K
GFS Advisors, LLC 0.03% New 808 $270K
Trillium Asset Management, LLC 0.01% New 2,248 $269K
HHM Wealth Advisors, LLC 0.03% Reduce -26.9% 2,245 $268K
Oak Asset Management, LLC 0.09% New 2,240 $268K
Boyer Financial Services, Inc. 0.23% Add +0.8% 2,330 $267K
Vantage Point Financial LLC 0.08% New 2,234 $267K
Integrated Advisors Network LLC 0.01% Reduce -29.7% 2,233 $267K
Raub Brock Capital Management LP 0.07% Reduce -7.9% 2,226 $266K
CPC Advisors, LLC 0.04% New 2,224 $266K
Hills Bank & Trust Co 0.01% Add +5.8% 2,218 $265K
Pinnacle Bancorp, Inc. 0.07% No change 2,216 $265K
Davis Capital Management 0.16% Reduce -3.2% 2,199 $263K
ArborFi Advisors, LLC 0.19% New 2,192 $262K
Highland Capital Management, LLC 0.01% New 2,192 $262K
Bull Oak Capital, LLC 0.09% New 2,184 $261K
Private Capital Advisors, Inc. 0.02% New 2,180 $261K
Indie Asset Partners, LLC 0.25% New 2,176 $260K
BXM Wealth LLC 0.14% New 2,176 $260K
Fire Capital Management LLC 0.11% New 2,176 $260K
Northwest Wealth Management, LLC 0.03% New 2,170 $259K
Bellars Harris Wealth Management, LLC 0.05% — 2,168 $259K
Asset Allocation Strategies LLC 0.04% New 2,167 $259K
Kane Co Wealth Management, Inc. 0.20% New 2,163 $259K
James J. Burns & Company, LLC 0.03% New 2,160 $258K
Teamwork Financial Advisors, LLC 0.02% New 2,160 $258K
Obsidian Cio, LLC 0.19% Add +23.9% 2,160 $258K
Wellington Grp LLC 0.07% Add +0.3% 2,158 $258K
Prevail Innovative Wealth Advisors, LLC 0.04% New 2,152 $257K
Camden National Bank 0.03% New 2,149 $257K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,144 $256K
MV Capital Management, Inc. 0.02% Add +54.0% 2,144 $256K
Readystate Asset Management LP 0.02% New 2,144 $256K
Able Wealth Management LLC 0.06% New 2,141 $256K
Equita Financial Network, Inc. 0.07% Reduce -12.8% 2,136 $255K
Trivium Point Advisory, LLC 0.02% New 2,134 $255K
Johnson Bixby & Associates, LLC 0.03% New 2,128 $254K
Miller Financial Services LLC 0.21% New 2,128 $254K
McLaughlin Asset Management, Inc. 0.18% New 2,128 $254K
Family CFO Inc 0.10% New 2,128 $254K
New England Asset Management Inc. 0.03% New 2,120 $253K
Waycross Investment Management Co 0.19% New 2,117 $253K
Paragon Private Wealth Management, LLC 0.07% New 2,112 $252K
Novem Group 0.03% New 2,112 $252K
Tobias Financial Advisors, Inc. 0.03% New 2,112 $252K
Urban Wealth Management, LLC 0.22% New 2,104 $251K
Arlington Trust Co LLC 0.02% No change 2,104 $251K
Ballew Advisors, Inc 0.13% Reduce -15.4% 2,192 $251K
Vines Capital Management, LLC 0.21% New 2,099 $251K
Ellenbecker Investment Group 0.03% New 2,086 $249K
Eagle Bluffs Wealth Management LLC 0.08% New 2,086 $249K
Sentry LLC 0.07% New 2,080 $249K
Bath Savings Trust Co 0.03% New 2,078 $248K
Ethic Inc. 0.00% New 2,072 $248K
PSI Advisors, LLC 0.06% New 2,072 $248K
HORAN Wealth, LLC 0.03% Reduce -18.3% 2,072 $248K
Integrated Investment Consultants, LLC 0.05% New 2,066 $247K
Shrier Wealth Management, LLC 0.08% New 2,056 $246K
Proffitt & Goodson Inc. 0.03% Reduce -66.8% 2,047 $245K
RMR Wealth Builders 0.02% New 2,046 $245K
Ark Wealth Advisors LLC 0.22% New 2,040 $244K
Cornerstone Enterprises, LLC 0.11% New 2,040 $244K
Kennedy Investment Group, Inc. 0.08% New 2,040 $244K
Nemes Rush Group LLC 0.02% No change 2,038 $244K
Higgins & Schmidt Wealth Strategies LLC 0.10% New 2,032 $243K
Garner Asset Management Corp 0.08% New 2,032 $243K
CPR Investments Inc. 0.19% New 2,024 $242K
Taylor Hoffman Capital Management LLC 0.06% New 2,024 $242K
Lee, Kelleher & Klein Wealth Management 0.13% New 2,016 $241K
Tenon Financial LLC 0.08% New 2,016 $241K
Seelaus Asset Management LLC 0.17% New 2,012 $240K
Stonebrook Private Inc. 0.04% Reduce -42.6% 2,010 $240K
Cornerstone Select Advisors, LLC 0.10% New 2,008 $240K
Edgemoor Investment Advisors, Inc. 0.02% New 2,003 $240K
Minot DeBlois Advisors LLC 0.21% No change 2,000 $239K
Stone Summit Wealth LLC 0.06% New 2,000 $239K
DeDora Capital, Inc. 0.05% New 2,000 $239K
Montecito Bank & Trust 0.04% New 2,000 $239K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 2,000 $239K
Private Wealth Asset Management, LLC 0.02% No change 2,000 $239K
LVM Capital Management Ltd. 0.02% New 2,002 $239K
Woodward Financial Advisors, Inc. 0.08% — 1,992 $238K
Trinity Financial Advisors LLC 0.06% New 1,990 $238K
Am Investment Strategies LLC 0.05% New 1,983 $237K
Winthrop Advisory Group LLC 0.02% New 1,982 $237K
SHUTTLEWORTH & Co 0.19% New 1,980 $237K
Dominguez Wealth Management Solutions, Inc. 0.13% New 1,976 $236K
Members Trust Co 0.01% New 1,968 $235K
Private Wealth Management Group, LLC 0.05% Reduce -0.1% 1,965 $235K
Good Steward Wealth Advisors,LLC 0.14% New 1,961 $234K
Hengehold Capital Management LLC 0.02% New 1,953 $233K
Cordgrass Capital Advisors, LLC 0.09% New 1,944 $232K
Richwood Investment Advisors, LLC 0.16% New 1,939 $232K
Sentinel Pension Advisors, LLC 0.03% New 2,047 $231K
Coastwise Capital Group, LLC 0.13% New 1,932 $231K
Financial Management, Inc. 0.19% New 1,928 $230K
Aquire Wealth Advisors, LLC 0.05% New 1,917 $229K
Optimist Retirement Group LLC 0.09% New 1,917 $229K
Pacific Excel Wealth Advisors, Inc. 0.09% New 1,912 $229K
Heritage Family Offices, LLP 0.09% Reduce -21.9% 1,912 $229K
Fielder Capital Group LLC 0.05% New 1,912 $229K
Strategic Financial Partners, Ltd. 0.09% Reduce -18.9% 1,908 $228K
Symphony Financial, Ltd. Co. 0.02% New 1,950 $228K
Plum Street Advisors, LLC 0.07% New 1,896 $227K
Providence Capital Advisors, LLC 0.03% New 1,896 $227K
Fell Capital Management 0.19% New 1,888 $226K
Lifeworks Advisors, LLC 0.02% Reduce -39.6% 1,888 $226K
Michels Family Financial, LLC 0.14% New 1,887 $225K
Northstar Asset Management Inc. 0.07% New 1,880 $225K
Custos Family Office, LLC 0.13% New 1,874 $224K
Cantor Fitzgerald Investment Advisors L.P. 0.02% New 1,873 $224K
Sivia Capital Partners, LLC 0.03% New 1,872 $224K
WealthTrust Axiom LLC 0.05% New 1,869 $223K
David J Yvars Group 0.11% New 1,868 $223K
Cloud Capital Management, LLC 0.08% New 1,461 $222K
Shelton Capital Management 0.00% New 1,856 $222K
Samalin Investment Counsel, LLC 0.07% New 1,854 $222K
Fogel Capital Management, Inc. 0.09% New 1,851 $221K
Clarion Wealth Managment Partners, LLC 0.18% New 1,848 $221K
Bellwether Advisors, LLC 0.03% New 1,848 $221K
1ST Source Bank 0.01% New 1,848 $221K
Washburn Capital Management, Inc. 0.11% New 1,847 $221K
Tableaux LLC 0.09% New 1,840 $220K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,840 $220K
Total Clarity Wealth Management, Inc. 0.04% New 1,838 $220K
Kaizen Financial Strategies 0.09% Reduce -13.3% 1,872 $219K
Unison Advisors LLC 0.02% New 1,832 $219K
QTR Family Wealth, LLC 0.08% New 1,830 $219K
Wealth Management Partners, LLC 0.05% New 1,816 $217K
Petersen Hastings Wealth Advisors Inc. 0.02% New 1,808 $216K
First Financial Bank - Trust Division 0.02% New 1,808 $216K
Kraft, Davis & Associates, LLC 0.04% Reduce -88.4% 1,873 $215K
Mayflower Financial Advisors, LLC 0.02% New 1,794 $214K
Ames National Corp. 0.12% New 1,776 $212K
Excalibur Management Corp. 0.07% New 1,776 $212K
Rooted Wealth Advisors, Inc. 0.05% New 1,776 $212K
Boston Standard Wealth Management, LLC 0.03% New 1,800 $212K
Landaas & Co. /Wi 0.04% New 1,774 $212K
McGinn Penninger Investment Management, Inc. 0.13% New 1,776 $212K
Cadia Private Client LLC 0.15% New 1,769 $211K
Cassady Wealth & Retirement Planning, LLC 0.10% New 1,768 $211K
San Luis Wealth Advisors LLC 0.03% New 1,768 $211K
KPP Advisory Services LLC 0.03% New 1,763 $211K
Wincap Financial LLC 0.11% New 1,763 $211K
Cane Capital Partners, LLC 0.08% New 1,762 $211K
Awm Capital, LLC 0.02% New 1,758 $210K
Summit Wealth & Retirement Planning, Inc. 0.04% New 1,755 $210K
Park Place Capital Corp 0.03% No change 1,753 $209K
55 North Private Wealth, LLC 0.04% New 1,744 $208K
Hanson & Doremus Investment Management 0.02% No change 1,744 $208K
New England Professional Planning Group Inc. 0.08% New 1,736 $207K
Parkway Wealth Management Group, LLC 0.02% New 1,736 $207K
Alesco Advisors, LLC, An ESL Co 0.00% New 1,732 $207K
Ballast Rock Private Wealth LLC 0.10% New 1,731 $207K
Beaumont Asset Management, L.L.C. 0.08% New 1,728 $207K
Summit Financial Wealth Advisors, LLC 0.03% New 1,728 $207K
Austin Asset Management Co Inc 0.03% New 1,728 $207K
46 Peaks LLC 0.13% New 1,724 $206K
KLCM Advisors, Inc. 0.02% New 1,720 $206K
Cherry Tree Wealth Management, LLC 0.04% No change 1,720 $206K
Momentous Wealth Management, Inc. 0.11% New 1,720 $206K
Acorn Financial Advisory Services Inc. 0.03% New 1,720 $206K
Human Investing LLC 0.03% New 1,715 $205K
Cache Advisors, LLC 0.02% New 1,707 $204K
Pointe Capital Management LLC 0.09% New 1,704 $204K
Tolleson Wealth Management, Inc. 0.03% New 1,704 $204K
Intrua Financial, LLC 0.02% New 1,697 $203K
Argyle Capital Partners, LLC 0.13% New 1,692 $202K
Oxinas Partners, LLC 0.08% New 1,688 $202K
Revere Asset Management, Inc 0.08% New 1,688 $202K
Rockline Wealth Management, LLC 0.04% New 1,688 $202K
Victory Financial Group, LLC 0.02% New 1,687 $202K
Gerber, LLC 0.09% New 1,684 $201K
Prasad Wealth Partners, LLC 0.05% Reduce -30.8% 1,683 $201K
Petros Family Wealth, LLC 0.12% New 1,682 $201K
Synergy Asset Management, LLC 0.02% New 1,681 $201K
Murphy, Middleton, Hinkle & Parker, Inc. 0.08% New 1,680 $201K
Seneca House Advisors 0.07% New 1,680 $201K
DecisionPoint Financial, LLC 0.04% No change 1,696 $199K
Pittenger & Anderson Inc. 0.01% No change 1,656 $198K
Westfuller Advisors, LLC 0.07% Reduce -43.1% 1,638 $196K
Thompson Investment Management, Inc. 0.02% Add +0.3% 1,628 $195K
S.A. Mason LLC 0.06% Add +8.0% 1,615 $193K
Solstein Capital, LLC 0.07% No change 1,600 $191K
Mogy Joel R Investment Counsel Inc. 0.01% New 1,592 $190K
Lodestone Wealth Management LLC 0.07% Add +21.8% 1,588 $190K
Peoples Financial Services Corp. 0.08% No change 1,584 $189K
TOWER TRUST & INVESTMENT Co 0.11% No change 1,536 $184K
Byrne Asset Management LLC 0.10% Add +80.0% 1,454 $174K
Buck Wealth Strategies, LLC 0.02% New 1,443 $173K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -87.5% 245 $171K
Millstone Evans Group, LLC 0.09% No change 1,424 $170K
Register Financial Advisors LLC 0.05% New 1,328 $159K
Greykasell Wealth Strategies, Inc. 0.06% Reduce -11.8% 1,320 $158K
Sherman Asset Management, Inc. 0.12% No change 1,288 $154K
Roxbury Financial LLC 0.12% No change 1,281 $153K
Copia Wealth Management 0.09% No change 1,272 $152K
Pension & Wealth Management Advisors, Inc. 0.04% Reduce -9.6% 1,265 $151K
GGM Financial LLC 0.06% Add +101.4% 1,257 $150K
Keating Financial Advisory Services, Inc. 0.02% No change 1,248 $149K
Elevation Wealth Partners, LLC 0.04% Reduce -4.9% 1,240 $148K
Redwood Park Advisors LLC 0.11% No change 1,232 $147K
Triumph Capital Management 0.03% No change 1,232 $147K
Coastline Trust Co 0.01% No change 1,232 $147K
Maryland Capital Advisors Inc. 0.05% — 1,216 $145K
Aventura Private Wealth, LLC 0.04% No change 1,216 $145K
West Branch Capital LLC 0.03% Reduce -11.0% 1,196 $143K
Clark Wealth Partners 0.08% No change 1,192 $142K
PlanVest Financial, Inc 0.09% No change 1,184 $142K
CNB Bank 0.06% No change 1,184 $142K
Montag A & Associates Inc. 0.01% Reduce -26.1% 1,176 $141K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 1,158 $138K
Schroder Investment Management Group 0.00% No change 1,144 $137K
Avalon Trust Co 0.01% Reduce -3.5% 1,120 $134K
Fairway Wealth LLC 0.03% No change 1,120 $134K
Rialto Wealth Management, LLC 0.03% Reduce -0.2% 1,094 $131K
Peterson Wealth Services 0.03% No change 1,080 $129K
Operose Advisors LLC 0.02% Add +4.0% 1,073 $128K
Barrett & Company, Inc. 0.04% Add +0.3% 1,067 $128K
Beaird Harris Wealth Management, LLC 0.01% Add +62.5% 1,040 $124K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.2% 1,038 $124K
Smartleaf Asset Management LLC 0.00% Reduce -87.5% 1,062 $124K
Piscataqua Savings Bank 0.08% No change 1,000 $120K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,000 $120K
Strategic Wealth Partners, Ltd. 0.01% Reduce -7.5% 992 $119K
Vestor Capital, LLC 0.01% Reduce -50.6% 395 $118K
Strive Financial Group ,LLC 0.05% No change 976 $117K
Godfrey Financial Associates, Inc. 0.09% Add +0.4% 964 $115K
Burnham & Co LLC 0.09% — 944 $113K
Versant Capital Management, Inc 0.01% Add +89.5% 925 $111K
Ni Acquisitions Company, LLC 0.05% — 921 $110K
Raffa Wealth Management, LLC 0.01% No change 920 $110K
Alpine Bank Wealth Management 0.01% New 896 $107K
Hilltop National Bank 0.02% No change 888 $106K
Robinswood Financial LLC 0.03% Reduce -4.3% 880 $105K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 880 $105K
American National Bank & Trust 0.01% Reduce -34.9% 823 $98K
NorthAvenue LLC 0.07% No change 816 $98K
Advanced Asset Management Advisors Inc 0.03% New 809 $97K
IAG Wealth Partners, LLC 0.01% Add +11.0% 808 $97K
Ameritas Investment Partners, Inc. 0.00% No change 808 $97K
Twin Lakes Capital Management, LLC 0.04% Add +0.1% 801 $96K
IFS Advisors, LLC 0.04% Add +0.8% 774 $93K
New England Capital Financial Advisors LLC 0.02% Add +0.4% 771 $92K
Evermay Wealth Management LLC 0.01% No change 760 $91K
Retirement Wealth Solutions LLC 0.05% No change 752 $90K
First Community Trust NA 0.04% No change 752 $90K
Key Capital Management, INC 0.05% Add +86.0% 744 $89K
Synergy Investment Management, LLC 0.02% No change 736 $88K
Bfsg, LLC 0.01% Add +51.9% 729 $87K
Colonial Trust Advisors 0.01% No change 728 $87K
YANKCOM Partnership 0.03% Reduce -27.8% 728 $87K
Tompkins Financial Corp. 0.01% Add +505.0% 726 $87K
Delta Asset Management LLC 0.01% Add +4381.3% 717 $86K
Orion Capital Management LLC 0.03% No change 712 $85K
Birchbrook, Inc. 0.04% Add +3.9% 698 $83K
Planning Strategies Inc. 0.05% — 696 $83K
Mascoma Wealth Management LLC 0.02% No change 688 $82K
Murphy & Mullick Capital Management Corp 0.05% Reduce -10.9% 656 $78K
MPWM Advisory Solutions, LLC 0.04% Reduce -29.8% 640 $76K
RHL Group, LLC 0.06% Add +88.1% 617 $74K
Towne Trust Company, N.A 0.02% New 616 $74K
Van Den Berg Management I, Inc. 0.02% No change 600 $72K
Financial Gravity Companies, Inc. 0.01% — 600 $72K
Paladin Advisory Group, LLC 0.05% Reduce -12.9% 599 $72K
Boyd Watterson Asset Management LLC 0.02% No change 568 $68K
Washington Trust Advisors, Inc. 0.01% No change 568 $68K
BankPlus Trust Department 0.02% No change 560 $67K
Vima LLC 0.07% — 557 $67K
Game Plan Financial Advisors, LLC 0.03% Add +0.2% 545 $65K
Clearstead Trust, LLC 0.01% No change 544 $65K
Valued Wealth Advisors LLC 0.02% Reduce -16.8% 539 $64K
Bollard Group LLC 0.00% Add +0.2% 521 $62K
WealthCollab, LLC 0.02% New 512 $61K
1 North Wealth Services LLC 0.02% New 512 $61K
Rice Partnership, LLC 0.01% No change 480 $57K
Old Second National Bank of Aurora 0.01% No change 480 $57K
Fiduciary Advisors, Inc. 0.04% Reduce -14.6% 478 $57K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 472 $56K
Bell Investment Advisors, Inc 0.01% Reduce -0.8% 468 $56K
Sawyer & Company, Inc 0.02% No change 464 $55K
EPG Wealth Management LLC 0.01% No change 464 $55K
Smallwood Wealth Investment Management, LLC 0.02% Add +8.3% 459 $55K
Duncker Streett & Co. Inc. 0.01% No change 456 $55K
United Financial Planning Group LLC 0.03% No change 440 $53K
Rossmore Private Capital 0.00% New 436 $52K
Napier Financial, LLC 0.01% No change 432 $52K
Toth Financial Advisory Corp. 0.01% No change 432 $52K
Carolina Wealth Advisors, LLC 0.02% Reduce -46.0% 428 $51K
TD Capital Management LLC 0.00% Add +0.2% 425 $51K
Smithfield Trust Co 0.00% No change 416 $50K
True Wealth Design, LLC 0.01% No change 416 $50K
Princeton Global Asset Management LLC 0.01% No change 416 $50K
Ramirez Asset Management, Inc. 0.01% No change 416 $50K
Horizon Bancorp Inc. 0.02% No change 400 $48K
Kentucky Trust Co 0.02% No change 400 $48K
Monetary Management Group Inc. 0.01% No change 400 $48K
Tiaa Trust, National Association 0.00% No change 400 $48K
Tripletail Wealth Management, LLC 0.05% No change 416 $48K
CrossGen Wealth, LLC 0.04% No change 392 $47K
Kingdom Financial Group LLC. 0.01% Reduce -29.5% 389 $46K
KERR FINANCIAL PLANNING Corp 0.05% Reduce -60.7% 384 $46K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 384 $46K
Gables Capital Management Inc. 0.02% No change 376 $45K
Winch Advisory Services, LLC 0.01% Reduce -0.3% 375 $45K
Horizon Investments, LLC 0.00% Reduce -60.5% 360 $43K
Creative Capital Management Investments LLC 0.01% No change 352 $42K
Richardson Capital Management LLC 0.02% Reduce -12.8% 342 $41K
First Command Advisory Services, Inc. 0.00% No change 328 $39K
Atwood & Palmer Inc. 0.00% Add +1.6% 325 $39K
HighMark Wealth Management LLC 0.01% Add +0.6% 322 $38K
Strategic Advocates LLC 0.15% Add +0.3% 321 $38K
Morton Brown Family Wealth, LLC 0.01% No change 320 $38K
Mosley Wealth Management 0.01% No change 304 $36K
Wealth Enhancement Trust Services, Inc. 0.00% No change 304 $36K
Aberdeen Wealth Management LLC 0.02% Add +71.0% 301 $36K
Financial Network Wealth Advisors LLC 0.04% Add +117.7% 296 $35K
WPG Advisers, LLC 0.02% Reduce -4.6% 290 $35K
Owl Creek Wealth Partners LLC 0.01% No change 288 $34K
Phillips Financial Management, LLC 0.00% No change 288 $34K
Brooklyn FI, LLC 0.01% New 296 $34K
Kings Path Partners LLC 0.01% No change 272 $33K
Rexford Capital Inc. 0.02% No change 264 $32K
StrongBox Wealth, LLC 0.01% New 256 $31K
Frazier Financial Advisors, LLC 0.02% New 252 $30K
Windsor Advisory Group, LLC 0.02% No change 240 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -25.3% 233 $28K
Gilpin Wealth Management, LLC 0.02% Reduce -3.3% 232 $28K
Logan Capital Management Inc. 0.00% — 219 $26K
Founders Capital Management 0.01% No change 216 $26K
Y.D. More Investments Ltd 0.00% New 216 $26K
Graney & King, LLC 0.01% Reduce -0.9% 214 $26K
Coston, McIsaac & Partners 0.00% Add +3.5% 207 $24K
LifeSteps Financial, Inc. 0.01% New 200 $24K
Investors Research Corp 0.00% Reduce -21.9% 200 $24K
Birchwood Financial Partners, Inc. 0.02% Add +1.6% 195 $23K
Kilter Group LLC 0.01% No change 192 $23K
Central Pacific Bank - Trust Division 0.00% Add +4.3% 192 $23K
Zions Bancorporation, National Association 0.00% No change 192 $23K
Blume Capital Management, Inc. 0.00% No change 184 $22K
Bangor Savings Bank 0.00% No change 184 $22K
MTM Investment Management, LLC 0.01% No change 168 $20K
Maseco LLP 0.00% Reduce -73.4% 168 $20K
Vanguard Advisers Inc. 0.00% Add +310.0% 164 $20K
Gen-Wealth Partners Inc 0.01% No change 160 $19K
Transamerica Financial Advisors, LLC 0.00% New 160 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 160 $19K
Montgomery Financial Services LLC 0.02% — 152 $18K
Purpose Unlimited Inc. 0.00% No change 144 $17K
Hickory Point Bank & Trust 0.01% No change 144 $17K
Abound Financial, LLC 0.01% Reduce -77.8% 144 $17K
Morris Financial Concepts, Inc. 0.00% New 125 $15K
Signature Resources Capital Management, LLC 0.01% Reduce -50.0% 120 $14K
Turtle Creek Wealth Advisors, LLC 0.00% No change 120 $14K
Financial Avengers, Inc. 0.01% Add +0.9% 113 $14K
Midwest Capital Advisors, LLC 0.01% New 104 $12K
Chesapeake Asset Management LLC 0.01% No change 104 $12K
Cornerstone Planning Group LLC 0.00% Reduce -87.6% 104 $12K
Meramec Financial Planners, LLC 0.00% No change 104 $12K
Mechanics Financial Corp 0.00% New 88 $11K
MidFirst Bank 0.00% No change 88 $11K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -87.5% 83 $10K
Cordant, Inc. 0.00% New 80 $10K
Wilkerson Advisory Group LLC 0.00% No change 72 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -96.4% 72 $9K
Global Trust Asset Management, LLC 0.00% Reduce -4.7% 61 $7K
Financial Life Planners 0.00% Add +1.8% 57 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 48 $6K
Ankerstar Wealth, LLC 0.00% New 45 $5K
Principia Wealth Advisory, LLC 0.00% New 44 $5K
Truvestments Capital LLC 0.00% Reduce -50.0% 40 $5K
Addison Advisors LLC 0.00% Reduce -88.6% 40 $5K
Sarver Vrooman Wealth Advisors 0.00% New 40 $5K
Oakworth Capital, Inc. 0.00% Reduce -92.4% 40 $5K
Perkins Coie Trust Co 0.00% New 36 $4K
Proathlete Wealth Management LLC 0.00% No change 24 $3K
Bernard Wealth Management Corp. 0.00% No change 24 $3K
LM Advisors LLC 0.01% Add +43.3% 17,075 $2K
Prestige Wealth Management Group LLC 0.00% No change 16 $2K
Silver Grove Financial Group, Inc. 0.00% New 16 $2K
Elevated Capital Advisors, LLC 0.00% Reduce -90.0% 16 $2K
GW&K Investment Management, LLC 0.00% New 7 $1K
University of Texas/Texas Am Investment Management Co. 0.00% New 5 $633
Luminist Capital LLC 0.00% New 146 $0

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