Vanguard Tot World STK ETFVTETF

13F holders, Q1 2026 (March 31)
1,237holders +25
97new positions
63sold out
6famous investors
$138.02avg. 13F price*

At the end of Q1 2026, 1,237 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 25 from Q4 2025. 97 opened new positions and 63 sold out. The largest holders were Rakuten Investment Management, Inc. ($4.3B), Morgan Stanley ($1.2B) and Cambridge Associates LLC /Ma/ ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard Tot World STK ETF
CUSIP
922042742
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions97$207.1M
Exits63$331.8M

All 13F filers, Q4 2025 → Q1 2026: 37,623,100 shares bought and 11,842,108 shares sold, net +25,780,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,237 holders

Rakuten Investment Management, Inc. 8.66% Add +100.0% 31,010,194 $4.3B
Morgan Stanley 0.07% Add +32.4% 8,804,241 $1.2B
Cambridge Associates LLC /Ma/ 19.00% Add +6.3% 8,608,960 $1.2B
Bank of America Corp. 0.05% Add +69.2% 5,369,493 $742.7M
UBS Group AG 0.11% Add +202.0% 4,671,484 $646.2M
US Bancorp \de 0.76% Add +7.3% 4,548,650 $629.2M
Envestnet Asset Management Inc. 0.15% Add +148.6% 4,115,492 $569.3M
Jane Street Group, LLC 0.54% Add +498.8% 3,600,100 $498.0M
Schroder Investment Management Group 0.33% Reduce -20.4% 2,983,473 $400.4M
Northern Trust Corp. 0.05% Reduce -1.4% 2,485,624 $343.8M
Northwestern Mutual Wealth Management Co. 0.20% Add +0.1% 2,312,323 $319.8M
Royal Bank of Canada 0.06% Add +4.7% 2,304,753 $318.8M
Brandywine Trust Co. 51.94% Add +3.2% 2,071,874 $286.6M
Alliancebernstein L.P. 0.07% Reduce -13.4% 1,478,809 $208.6M
Angeles Wealth Management, LLC 11.09% Add +3.1% 1,472,738 $203.7M
SCS Capital Management LLC 1.81% Add +67.7% 1,232,397 $170.5M
LPL Financial LLC 0.04% Add +6.7% 1,219,829 $168.7M
Wells Fargo & Company 0.03% Reduce -0.7% 1,200,129 $166.0M
Quantinno Capital Management LP 0.25% Reduce -0.3% 1,103,217 $152.6M
Lockheed Martin Investment Management Co. 5.57% Reduce -31.0% 1,100,000 $152.2M
Brown Advisory Inc. 0.23% Add +11.4% 1,025,373 $141.8M
Global Endowment Management, LP 15.72% Add +209.5% 1,018,695 $140.9M
Rockefeller Capital Management L.P. 0.25% Reduce -2.5% 1,000,602 $138.4M
Vernal Point Advisors, LLC 51.34% Add +1.6% 912,923 $126.3M
DC Investments Management, LLC 46.87% Add +6.3% 885,102 $122.4M
Nepc LLC 2.43% Reduce -5.3% 881,834 $122.0M
Barings LLC 2.00% Reduce -2.1% 866,336 $119.8M
Cetera Investment Advisers 0.12% Add +10.6% 848,100 $117.3M
Cerity Partners OCIO LLC 6.97% Reduce -47.4% 839,995 $116.2M
Raymond James Financial Inc. 0.04% Reduce -37.0% 835,703 $115.6M
SBI Securities Co., Ltd. 3.00% Add +0.9% 791,922 $109.5M
Cresset Asset Management, LLC 0.47% Reduce -3.9% 791,069 $109.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +111.8% 775,419 $107.3M
Mariner, LLC 0.12% Add +11.5% 772,787 $106.7M
Madrone Advisors, LLC 10.11% Add +7.9% 751,043 $103.9M
Zhang Financial LLC 3.46% Add +1.0% 723,873 $100.1M
Permanent Capital Management, LP 15.13% Add +4385.1% 643,393 $97.3M
Ameriprise Financial Inc. 0.02% Reduce -0.1% 677,819 $93.7M
Wind River Trust Co 32.70% Reduce -1.6% 626,805 $86.7M
Cerity Partners LLC 0.12% Add +1.2% 616,834 $85.3M
Tiff Advisory Services, LLC 19.15% Add +1.6% 614,236 $85.0M
Corient Private Wealth LP 0.12% Reduce -5.1% 655,991 $83.8M
HighTower Advisors, LLC 0.09% Add +2.9% 594,703 $82.3M
Sageworth Trust Co 3.42% Reduce -0.9% 575,257 $79.6M
Allianz Asset Management GmbH 0.09% Add +2.9% 567,130 $78.4M
Goldman Sachs Group Inc. 0.01% Reduce -15.9% 560,011 $77.5M
Diversify Wealth Management, LLC 1.29% New 486,716 $72.5M
OneDigital Investment Advisors LLC 0.70% Reduce -1.9% 519,204 $71.8M
Partners Capital Investment Group, LLP 2.57% Reduce -13.7% 493,679 $68.3M
Bleakley Financial Group, LLC 1.05% Reduce -3.1% 487,491 $67.4M
Jones Financial Companies LLLP 0.03% Add +66.9% 497,680 $67.0M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 496,657 $66.6M
Evoke Wealth, LLC 1.23% Add +0.6% 481,063 $66.5M
Inscription Capital, LLC 6.77% Reduce -6.4% 465,202 $64.3M
TLT Family Holdco ULC 8.62% No change 451,000 $62.4M
Fort Washington Investment Advisors Inc. 0.34% Reduce -2.9% 439,739 $60.8M
Commonwealth Equity Services, LLC 0.08% Reduce -7.6% 436,558 $60.4M
Prudential PLC 0.46% Add +203.0% 435,400 $60.2M
Focus Partners Wealth 0.06% Add +3.8% 397,476 $55.2M
Yarbrough Capital, LLC 1.89% No change 390,377 $54.0M
BIP Wealth, LLC 2.13% Reduce -6.3% 379,038 $52.4M
Truist Financial Corp. 0.07% Add +1.6% 378,997 $52.4M
Creative Planning 0.04% Add +2.2% 377,047 $52.2M
3EDGE Asset Management, LP 2.50% Add +0.9% 373,335 $51.6M
Alta Advisers Ltd 18.60% Add +18.5% 490,210 $51.4M
Laird Norton Wetherby Trust Company, LLC 1.10% Add +10.3% 365,960 $50.6M
Brighton Jones LLC 1.00% Add +4.3% 328,705 $45.5M
WJ Interests, LLC 15.98% Add +5.1% 300,756 $41.6M
MML Investors Services, LLC 0.11% Add +3.7% 291,889 $40.4M
Prentice Wealth Management LLC 8.82% Add +0.7% 282,629 $39.1M
University of Chicago 12.00% Add +17.4% 280,584 $38.8M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +27.1% 277,111 $38.3M
BlackRock, Inc. 0.00% Reduce -37.9% 274,285 $37.9M
Threadgill Financial, LLC 10.88% Add +27.7% 270,708 $37.4M
Vestmark Advisory Solutions, Inc. 0.38% Add +16680.8% 245,838 $34.0M
Simon Quick Advisors, LLC 1.55% Reduce -3.3% 245,038 $33.9M
Osaic Holdings, Inc. 0.05% Reduce -0.5% 243,788 $33.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Reduce -34.8% 242,000 $33.5M
Ethos Financial Group, LLC 2.43% Add +11.2% 239,483 $33.1M
Bessemer Group Inc. 0.05% Reduce -2.3% 236,329 $32.7M
Elevation Point Wealth Partners, LLC 0.77% Add +15798.4% 232,912 $32.2M
TSG Advice Partners, LLC 4.73% Add +4853.5% 228,011 $31.5M
Topor & Co. Korea 26.43% Reduce -15.3% 225,933 $31.3M
Accredited Investors Inc. 1.68% Add +14.3% 225,310 $31.2M
FSM Wealth Advisors, LLC 3.96% Add +10.3% 222,710 $30.8M
Retirement Capital Strategies 11.39% Add +1.7% 217,936 $30.1M
NewEdge Advisors, LLC 0.11% Add +101.0% 215,433 $29.8M
&partners 0.15% Add +19.2% 212,296 $29.4M
Mather Group, Llc. 0.29% Add +0.4% 207,167 $28.7M
Proficio Capital Partners LLC 1.52% New 206,150 $28.5M
Mesirow Financial Investment Management, Inc. 0.46% Add +7.8% 205,920 $28.5M
Cambridge Investment Research Advisors, Inc. 0.07% Add +7.7% 203,662 $28.2M
Bank of New York Mellon Corp 0.01% Add +15.2% 201,230 $27.8M
Compass Advisory Group LLC 7.44% Add +6.8% 200,956 $27.8M
GoalFusion Wealth Management, LLC 12.60% Add +0.8% 200,854 $27.8M
Amitell Capital Pte Ltd 43.85% Add +102.7% 197,749 $27.4M
Summit Trail Advisors, LLC 0.39% Add +31.4% 195,901 $27.1M
Fisher Asset Management 0.01% Add +9.4% 195,069 $27.0M
Fifth Third Bancorp 0.05% Add +105.0% 192,069 $26.6M
Coldstream Capital Management Inc. 0.33% Add +0.9% 190,079 $26.3M
Addison Capital Co 4.55% Add +196.4% 185,084 $25.6M
Clearstead Advisors, LLC 0.23% Add +4.2% 178,195 $24.6M
Stifel Financial Corp. 0.02% Add +3.6% 176,898 $24.5M
Wealth Architects, LLC 2.09% Add +1.8% 169,384 $23.4M
Wealthfront Advisers LLC 0.05% Add +23.8% 166,865 $23.1M
Heritage Wealth Advisors 0.89% Reduce -7.6% 164,781 $22.8M
Glenmede Trust Co. NA 0.11% Add +11.5% 163,612 $22.6M
Mercer Global Advisors Inc. 0.03% Add +56.9% 162,433 $22.5M
Private Advisor Group, LLC 0.11% Add +0.1% 162,111 $22.4M
Wealthspire Advisors, LLC 0.17% Add +1.2% 160,105 $22.1M
Lido Advisors, LLC 0.09% Reduce -9.0% 158,191 $21.6M
Evelyn Partners Asset Management Ltd 5.31% Reduce -4.4% 155,886 $21.6M
Intelligent Financial Strategies 11.23% Reduce -5.6% 155,814 $21.6M
Moneta Group Investment Advisors LLC 0.16% Reduce -0.2% 155,026 $21.4M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -57.8% 153,720 $21.3M
Weil Company, Inc. 4.68% Reduce -20.2% 150,664 $20.8M
FMR LLC 0.00% Add +37.6% 148,255 $20.5M
Laurel Oak Wealth Management, LLC 3.36% Add +91.1% 144,738 $20.0M
Coyle Financial Counsel LLC 4.23% Add +3.0% 144,690 $20.0M
Natixis Advisors, LLC 0.03% Add +36.8% 141,393 $19.6M
St. Louis Trust Co 2.28% Reduce -0.0% 140,924 $19.5M
Evanson Asset Management, LLC 1.02% Add +0.2% 137,354 $19.0M
Smartleaf Asset Management LLC 0.65% Add +12.3% 134,512 $18.1M
AA Financial Advisors, LLC 2.54% Reduce -23.8% 130,162 $18.0M
Jasper Ridge Partners, L.P. 0.40% Add +30.5% 129,979 $18.0M
Legal & General Group Plc 0.00% Add +0.2% 128,257 $17.7M
Hoge Financial Services, LLC 9.41% Reduce -4.9% 127,050 $17.6M
Stratos Wealth Advisors, LLC 1.05% Add +2.8% 123,629 $17.1M
Systelligence, LLC 3.22% Reduce -14.8% 119,894 $16.6M
Basecamp Wealth Advisors LLC 3.37% Add +48.4% 117,699 $16.3M
Beacon Pointe Advisors, LLC 0.09% Add +15.7% 117,634 $16.3M
Rathbones Group PLC 0.06% Add +17.3% 116,876 $16.2M
Red Wave Investments LLC 4.82% Reduce -5.7% 116,591 $16.1M
Gotham Asset Management 0.05% Add +21.1% 116,196 $16.1M
Consilio Wealth Advisors, LLC 4.69% Add +10.1% 116,001 $16.0M
Vanguard National Trust Co 1.00% — 114,948 $15.9M
New England Private Wealth Advisors LLC 1.82% Reduce -0.6% 114,199 $15.8M
Pacific Park Financial, Inc. 10.30% Reduce -20.6% 114,060 $15.8M
Bridgewater Advisors Inc. 0.91% Add +4.2% 98,439 $15.3M
Benjamin Edwards Inc. 0.15% Add +14.1% 109,484 $15.1M
M&T Bank Corp 0.05% Reduce -8.0% 107,529 $14.9M
SummitTX Capital, L.P. 0.47% Add +5.4% 106,318 $14.7M
Three Bridge Wealth Advisors, LLC 4.00% No change 105,364 $14.6M
Bernzott Capital Advisors 6.96% Reduce -31.8% 105,058 $14.5M
Nest Investments, LLC 11.79% Add +2.7% 104,879 $14.5M
DORVAL Corp 4.50% Reduce -11.0% 104,826 $14.5M
Robertson Stephens Wealth Management, LLC 0.40% Add +18.6% 103,305 $14.3M
Vontobel Holding Ltd. 0.05% No change 102,744 $14.2M
Foster Group, Inc. 0.42% Add +0.4% 102,636 $14.2M
Richard Bernstein Advisors LLC 0.41% Add +2219.9% 102,468 $14.2M
HB Wealth Management, LLC 0.09% Add +0.0% 101,448 $14.0M
Long Island Wealth Management, Inc. 6.38% Add +20.4% 99,475 $13.8M
Choate Investment Advisors 0.27% Add +10.7% 98,733 $13.7M
Marex Group Ltd 0.14% Add +12.7% 96,796 $13.4M
NewEdge Wealth, LLC 0.16% Add +6.6% 95,910 $13.3M
Oxford Financial Group, LTD. LLC 0.70% Reduce -2.1% 94,227 $13.0M
Choreo, LLC 0.16% Add +5.1% 94,015 $13.0M
Orcam Financial Group 9.13% Add +1.1% 93,013 $12.9M
Disciplina Capital Management LLC 1.33% Add +0.0% 90,911 $12.6M
Bank of Montreal 0.01% Reduce -83.0% 90,106 $12.5M
Leavell Investment Management, Inc. 0.51% Add +1.3% 89,206 $12.3M
Sivia Capital Partners, LLC 2.38% Reduce -10.2% 88,856 $12.3M
Stonehage Fleming Financial Services Holdings Ltd 0.45% Add +7.9% 88,420 $12.2M
Aspen Grove Capital, LLC 2.34% Add +3.2% 87,025 $12.0M
Lighthouse Investment Partners, LLC 0.45% No change 86,830 $12.0M
Stephens Inc. 0.15% Add +46.1% 86,706 $12.0M
Frisch Financial Group, Inc. 2.47% Reduce -0.5% 85,270 $11.8M
Prime Buchholz LLC 6.05% Add +1872.8% 83,666 $11.6M
Sequoia Financial Advisors, LLC 0.06% Add +3.4% 82,810 $11.5M
Capital Group Private Client Services, Inc. 0.19% Add +38.7% 81,769 $11.3M
WBH Advisory Inc. 0.84% Reduce -3.1% 80,772 $11.3M
NYL Investors LLC 4.22% Reduce -7.8% 80,764 $11.2M
McKinley Carter Wealth Services, Inc. 0.64% Reduce -68.9% 79,826 $11.0M
Pathstone Holdings, LLC 0.04% Add +2.5% 79,243 $11.0M
Squarepoint Ops LLC 0.02% Add +429.4% 79,035 $10.9M
Waverly Advisors, LLC 0.08% Add +9.5% 77,293 $10.7M
Gateway Wealth Partners, LLC 0.41% Add +380.7% 75,902 $10.5M
Seldon Capital LP 3.84% Reduce -64.5% 75,547 $10.4M
Compass Ion Advisors, LLC 0.98% Reduce -0.9% 74,633 $10.3M
Empowered Funds, LLC 0.07% New 74,596 $10.3M
Okabena Investment Services Inc. 1.97% Add +5.9% 73,784 $10.2M
United Capital Financial Advisors, LLC 0.06% Add +0.2% 73,280 $10.1M
Joel Isaacson & Co., LLC 0.33% Add +2.3% 71,375 $9.9M
Financial Symmetry Inc 3.48% Reduce -2.3% 64,800 $9.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -22.7% 69,881 $9.7M
Seven Post Investment Office LP 3.13% Reduce -0.6% 70,103 $9.7M
University of Illinois Foundation 1.94% New 68,350 $9.5M
Sterling Capital Management LLC 0.18% New 67,490 $9.3M
Concurrent Investment Advisors, LLC 0.10% Reduce -45.6% 66,869 $9.2M
Belpointe Asset Management LLC 0.33% Add +2.9% 65,131 $9.0M
Stratos Wealth Partners, LTD. 0.10% Reduce -80.0% 65,001 $9.0M
SYM FINANCIAL Corp 0.89% Add +3.0% 64,645 $8.9M
Secure Asset Management, LLC 1.41% Add +8.3% 64,515 $8.9M
Apella Capital, LLC 0.13% Add +3.0% 57,225 $8.6M
Captrust Financial Advisors 0.01% Add +21.7% 61,957 $8.6M
PDS Planning, Inc 0.56% Add +6.6% 61,880 $8.6M
Wedmont Private Capital 0.28% Add +26.6% 59,159 $8.6M
Waldron Private Wealth LLC 0.33% Add +10.3% 61,220 $8.5M
Nisa Investment Advisors, LLC 0.03% No change 60,988 $8.4M
Walter & Keenan Wealth Management LLC /in/ 2.36% Add +4.9% 60,649 $8.4M
Wealth Management Nebraska 0.84% Reduce -31.2% 60,265 $8.3M
Goldstone Financial Group, LLC 0.90% New 59,733 $8.3M
Sanctuary Advisors, LLC 0.04% Add +3.7% 59,624 $8.2M
American National Bank of Texas 7.66% Add +2.7% 58,096 $8.0M
Rwa Wealth Partners, LLC 0.09% Add +8.1% 57,833 $8.0M
Banco Santander, S.A. 0.06% Add +10.1% 57,237 $7.9M
Heritage Investment Group, Inc. 1.19% Add +5.2% 57,080 $7.9M
Merit Financial Group, LLC 0.06% Add +11.5% 56,500 $7.8M
Fiduciary Trust Co 0.09% No change 56,198 $7.8M
Sovran Advisors, LLC 0.61% Add +6.7% 51,380 $7.8M
AQR Capital Management 0.00% Add +37.9% 55,994 $7.7M
Westmount Partners, LLC 1.90% Add +2.4% 55,810 $7.7M
Millennium Management 0.01% New 55,332 $7.7M
Atlas Capital Advisors Inc. 0.87% Add +0.1% 54,963 $7.6M
Myecfo, LLC 3.14% Reduce -1.7% 54,335 $7.5M
Barry Investment Advisors, LLC 1.65% Reduce -3.4% 54,178 $7.5M
Ieq Capital, LLC 0.03% Add +15.3% 53,925 $7.5M
Bernicke Wealth Management, Ltd. 0.96% Reduce -2.0% 53,876 $7.5M
Lakewood Asset Management LLC 4.76% Add +8.4% 53,854 $7.4M
Sarasin & Partners LLP 0.09% Reduce -25.2% 53,814 $7.4M
Cullen/Frost Bankers, Inc. 0.08% Add +7.4% 53,728 $7.4M
Farther Finance Advisors, LLC 0.07% Reduce -17.2% 53,065 $7.4M
Investments & Financial Planning, LLC 4.02% Reduce -1.4% 53,409 $7.4M
BBR Partners, LLC 0.41% Add +67.4% 53,405 $7.4M
Citigroup Inc. 0.00% Reduce -85.8% 52,045 $7.2M
Integrated Wealth Concepts LLC 0.06% Add +16.1% 51,657 $7.1M
Intergy Private Wealth, LLC 2.08% Reduce -0.3% 51,267 $7.1M
Fifth Third Securities, Inc. 0.46% Add +2.2% 51,261 $7.1M
Cibc World Market Inc. 0.01% Reduce -39.3% 50,841 $7.0M
Dorsey & Whitney Trust CO LLC 0.38% No change 50,305 $7.0M
NWF Advisory Services Inc. 0.78% Reduce -0.2% 50,246 $7.0M
Old Second National Bank of Aurora 1.42% Reduce -1.2% 49,748 $6.9M
Twin Focus Capital Partners, LLC 0.78% Add +3.0% 49,231 $6.8M
Janney Montgomery Scott LLC 0.02% Reduce -2.0% 49,133 $6.8M
FAS Wealth Partners, Inc. 0.42% Add +782.3% 49,011 $6.8M
Betterment LLC 0.01% Reduce -5.2% 48,944 $6.8M
Perigon Wealth Management, LLC 0.12% Add +4.5% 48,862 $6.8M
Kestra Advisory Services, LLC 0.03% Add +18.2% 48,783 $6.7M
Valeo Financial Advisors, LLC 0.16% Add +1.1% 47,423 $6.6M
Apollon Wealth Management, LLC 0.11% Reduce -0.6% 46,812 $6.5M
Harbour Investments, Inc. 0.10% Add +147.2% 45,992 $6.4M
GeoWealth Management, LLC 0.23% Reduce -2.3% 45,601 $6.3M
Valmark Advisers, Inc. 0.07% Add +13.8% 45,374 $6.3M
Kintra Wealth, LLC 0.44% New 45,047 $6.2M
EverSource Wealth Advisors, LLC 0.19% Reduce -1.6% 45,023 $6.2M
ICONIQ Capital, LLC 0.14% No change 44,785 $6.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% No change 44,137 $6.1M
Donor Advised Charitable Giving, Inc. 0.15% No change 43,400 $6.0M
Harpswell Capital Advisors, LLC 4.45% Reduce -2.5% 43,173 $6.0M
Breakwater Investment Management 2.19% Reduce -0.4% 42,547 $5.9M
Destiny Wealth Partners, LLC 0.64% Reduce -0.2% 42,296 $5.9M
Ironwood Financial, llc 1.02% Add +7.1% 42,228 $5.8M
Venture Visionary Partners LLC 0.19% Add +6.5% 41,829 $5.8M
Ancora Advisors LLC 0.12% Add +4.5% 41,779 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +20.0% 41,642 $5.8M
Arbor Investment Advisors, LLC 0.75% Reduce -0.7% 41,607 $5.8M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -98.1% 41,563 $5.7M
Security National Bank of So Dak 2.76% Reduce -19.2% 41,390 $5.7M
Blair William & Co. 0.02% Add +0.2% 41,191 $5.7M
Kingsview Wealth Management, LLC 0.08% Add +4.5% 41,106 $5.7M
Cura Wealth Advisors, LLC 2.49% Add +0.5% 40,260 $5.6M
Equitable Holdings, Inc. 0.04% Add +195.6% 39,903 $5.6M
Pinnacle Financial Partners, Inc. 0.04% Add +38.1% 40,047 $5.5M
Bluespring Wealth Management, LLC 0.47% Reduce -1.2% 39,641 $5.5M
Evelyn Partners Investment Management Services Ltd 0.64% Reduce -6.4% 39,602 $5.5M
Arkadios Wealth Advisors 0.09% Add +17.5% 39,300 $5.4M
Caprock Group, LLC 0.13% Reduce -1.1% 39,264 $5.4M
VVR Holdings LLC 2.80% Add +3.5% 39,233 $5.4M
Northstar Group, Inc. 0.79% Add +0.1% 38,839 $5.4M
Planning Directions Inc. 2.70% Reduce -3.5% 38,584 $5.3M
Studio Investment Management LLC 0.96% Reduce -3.5% 38,498 $5.3M
First Financial Bankshares Inc 0.11% No change 37,793 $5.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.90% Reduce -0.8% 37,404 $5.2M
NavPoint Financial, Inc. 2.08% Reduce -3.4% 37,198 $5.1M
Diversified Trust Co. 0.10% Add +7.0% 37,007 $5.1M
MAI Capital Management 0.03% Reduce -8.9% 36,991 $5.1M
Hegarty Advisors, LLC 4.03% Reduce -1.6% 36,982 $5.1M
Galilei Investment Office LLP 2.65% Reduce -26.9% 36,936 $5.1M
Numerai GP LLC 0.51% New 36,437 $5.0M
XY Planning Network, Inc. 0.80% Add +28.7% 35,954 $5.0M
Bank of Nova Scotia 0.01% Reduce -85.3% 35,760 $4.9M
Merited Wealth, LLC 4.09% Add +0.1% 35,672 $4.9M
Baker Ellis Asset Management LLC 0.58% Add +0.0% 35,625 $4.9M
Parallel Advisors, LLC 0.09% Add +0.6% 34,995 $4.8M
Two Sigma Securities, LLC 0.56% Add +203.4% 34,967 $4.8M
Cwm, LLC 0.01% Add +3.0% 34,859 $4.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +73.5% 34,822 $4.8M
Howard Wealth Management, LLC 2.02% Reduce -2.9% 34,747 $4.8M
Novak & Powell Financial Services, Inc. 2.58% Add +0.2% 34,670 $4.8M
Manchester Capital Management LLC 0.69% Reduce -4.3% 34,434 $4.8M
Stokes Family Office, LLC 0.49% Reduce -0.5% 34,203 $4.7M
Snowden Capital Advisors LLC 0.13% Add +82.0% 34,185 $4.7M
Affiance Financial, LLC 0.76% Add +1.6% 33,719 $4.7M
Silver Coast Investments LLC 1.49% Add +905.8% 33,694 $4.7M
Catalyst Investment Management LLC 5.12% New 30,597 $4.6M
LongView Wealth Management 1.15% Add +0.1% 30,911 $4.6M
Mutual Advisors, LLC 0.10% Add +6.3% 33,042 $4.6M
Greenline Partners, LLC 0.49% Add +0.7% 32,645 $4.5M
Equity Investment Corp. 0.09% Add +0.2% 32,357 $4.5M
Mayflower Financial Advisors, LLC 0.54% Add +3.4% 32,348 $4.5M
Ritholtz Wealth Management 0.08% Add +6.9% 32,346 $4.5M
Modera Wealth Management, LLC 0.05% Reduce -1.3% 32,030 $4.4M
Royal Fund Management, LLC 0.42% Add +8.1% 31,606 $4.4M
Van Cleef Asset Management,Inc 0.47% Add +0.0% 31,472 $4.4M
Citizens Financial Group Inc. 0.06% Reduce -0.1% 31,457 $4.4M
Endowment Wealth Management, Inc. 1.90% Reduce -1.4% 31,053 $4.3M
Capital International Investors 0.00% Add +9.9% 31,587 $4.2M
Manchester Financial Inc. 0.77% Reduce -2.1% 29,148 $4.0M
Empire Life Investments Inc. 0.24% Add +45.7% 28,802 $4.0M
Compass Capital Corp. /Ma/ 1.43% Add +0.1% 25,955 $4.0M
Allworth Financial LP 0.02% Add +317.0% 28,637 $4.0M
SilverOak Wealth Management LLC 0.62% Add +4.4% 28,480 $3.9M
Salomon & Ludwin, LLC 0.35% Reduce -4.0% 28,258 $3.9M
Cogent Private Wealth, Inc. 2.83% Add +10.0% 28,294 $3.9M
River Street Advisors LLC 1.31% Add +2.9% 28,121 $3.9M
Chilton Investment Co. Inc. 0.09% Add +410.3% 28,047 $3.9M
University of Texas/Texas Am Investment Management Co. 0.56% No change 27,798 $3.8M
Carroll Advisory Group, LLC 1.48% New 27,607 $3.8M
UMB Bank, n.a. 0.05% No change 27,309 $3.8M
Greenspring Advisors, LLC 0.22% Add +6.4% 26,687 $3.7M
Scotia Capital Inc. 0.02% Reduce -28.8% 26,660 $3.7M
Ridgewood Investments LLC 1.50% — 26,523 $3.7M
Neumann Capital Management, LLC 1.08% Reduce -5.5% 26,459 $3.7M
First Pacific Advisors, LP 0.05% Add +33.7% 26,390 $3.7M
Seamount Financial Group Inc. 1.63% Reduce -0.8% 26,194 $3.6M
Boxwood Ventures, Inc. 3.84% No change 26,192 $3.6M
Coordinated Financial Services, Inc. 2.11% Add +29.8% 26,060 $3.6M
Fortis Group Advisors, LLC 0.59% Add +127.4% 23,757 $3.6M
Windsor Advisory Group, LLC 2.99% Add +2.9% 25,834 $3.6M
Kingswood Wealth Advisors, LLC 0.17% Reduce -0.4% 25,770 $3.6M
Blueprint Financial Advisors LLC 0.53% Add +7.2% 25,762 $3.6M
Blueprint Investment Partners LLC 0.36% Add +7.2% 25,762 $3.6M
W1M Asset Management Ltd 0.04% Reduce -10.2% 25,568 $3.5M
Wealthcare Advisory Partners LLC 0.07% Add +1.1% 25,191 $3.5M
Tanager Wealth Management LLP 0.33% Add +0.3% 24,923 $3.4M
Fiducient Advisors LLC 0.45% Add +3.9% 24,634 $3.4M
Ameliora Wealth Management Ltd. 1.08% Reduce -15.1% 24,569 $3.4M
Sagespring Wealth Partners, LLC 0.06% Add +13.5% 24,488 $3.4M
Insigneo Advisory Services, LLC 0.24% Add +0.5% 24,465 $3.4M
Lavelle Capital LP 2.10% Add +71.3% 24,434 $3.4M
Allie Family Office LLC 1.46% Reduce -0.3% 24,295 $3.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -5.8% 24,264 $3.4M
Susquehanna International Group, LLP 0.00% New 23,666 $3.3M
GC Wealth Management RIA, LLC 0.14% Add +5.8% 23,574 $3.3M
Wilson & Boucher Capital Management, LLC 2.14% Add +8.0% 23,327 $3.2M
Aspiring Ventures, LLC 1.09% Reduce -0.5% 23,317 $3.2M
South Shore Capital Advisors 2.36% No change 23,302 $3.2M
Financial Plan, Inc. 0.34% Reduce -18.1% 23,109 $3.2M
VestGen Advisors, LLC 0.09% Add +3.5% 20,602 $3.2M
Signaturefd, LLC 0.05% Reduce -43.8% 22,968 $3.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 22,947 $3.2M
EP Wealth Advisors, LLC 0.02% Reduce -24.1% 22,588 $3.1M
Curi Capital, LLC 0.06% Reduce -0.5% 22,326 $3.1M
Asset Management Group, Inc. 0.49% Add +73.6% 22,093 $3.1M
Atria Investments, Inc 0.03% Add +56.5% 22,091 $3.1M
Strategic Family Wealth Counselors, L.L.C. 0.78% Add +7.8% 21,580 $3.0M
BSW Wealth Partners 0.36% Add +6.9% 21,529 $3.0M
Coston, McIsaac & Partners 0.67% Reduce -2.2% 21,520 $3.0M
Bangor Savings Bank 0.24% No change 21,500 $3.0M
Independent Financial Group, LLC 0.07% Reduce -17.1% 21,409 $3.0M
Franklin Resources Inc. 0.00% Reduce -0.0% 21,210 $2.9M
Midwestern Financial, LLC 2.26% Add +0.1% 20,737 $2.9M
Banco BTG Pactual S.A. 0.56% New 20,625 $2.9M
World Investment Advisors 0.05% Add +386.2% 20,571 $2.8M
Hartmann Taylor Wealth Management, LLC 1.87% Reduce -0.2% 20,496 $2.8M
Cutler Investment Counsel LLC 0.29% Add +4.5% 20,129 $2.8M
Symmetry Partners, LLC 0.16% Reduce -2.0% 20,122 $2.8M
Innealta Capital, LLC 1.71% Add +21.3% 19,879 $2.7M
AlphaCore Capital LLC 0.07% Reduce -10.3% 19,823 $2.7M
Pictet North America Advisors SA 0.27% Reduce -7.7% 19,797 $2.7M
Bailard, Inc. 0.06% Reduce -0.3% 19,355 $2.7M
West Family Investments, Inc. 0.94% No change 18,570 $2.7M
Strategic Blueprint, LLC 0.15% Add +19.7% 19,259 $2.7M
Sowell Financial Services LLC 0.10% Add +3.2% 19,087 $2.6M
Gladstone Institutional Advisory LLC 0.10% Add +11.5% 18,975 $2.6M
Creekside Partners 1.07% Add +12.4% 18,843 $2.6M
Murphy & Mullick Capital Management Corp 1.91% Add +42.1% 18,683 $2.6M
Bank Hapoalim BM 0.42% Reduce -36.9% 18,579 $2.6M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -9.9% 18,519 $2.6M
Well Done, LLC 0.37% Add +215.4% 18,447 $2.6M
Chicago Partners Investment Group LLC 0.06% Add +4.4% 16,899 $2.5M
CFS Investment Advisory Services, LLC 0.17% Add +3.9% 16,757 $2.5M
Whipplewood Advisors, LLC 1.31% Reduce -25.8% 18,241 $2.5M
Freestone Capital Holdings, LLC 0.08% Reduce -3.2% 18,042 $2.5M
HT Partners LLC 0.75% Reduce -1.2% 17,899 $2.5M
Annis Gardner Whiting Capital Advisors, LLC 0.39% Add +5.3% 17,804 $2.5M
Stillwater Private Wealth, LLC 2.08% — 17,795 $2.5M
Xcelsior Advisor Partners LLC 0.94% Reduce -14.6% 17,672 $2.4M
Investment Planning Advisors, Inc. 0.67% Add +1.9% 17,543 $2.4M
Verus Financial Partners, Inc. 0.22% Reduce -0.0% 16,272 $2.4M
CBM Financial, LLC 1.51% Add +5.8% 16,068 $2.4M
Portside Wealth Group, LLC 0.33% Add +31.8% 17,462 $2.4M
Colter Lewis Investment Partners LLC 2.26% Add +0.2% 17,344 $2.4M
Forum Finance Group S.A. 1.30% — 21,427 $2.4M
Fort Point Capital Partners LLC 0.31% Reduce -3.1% 17,287 $2.4M
Daymark Wealth Partners, LLC 0.07% Add +0.1% 17,208 $2.4M
Neuberger Berman Group LLC 0.00% Add +1.6% 17,197 $2.4M
Wedbush Securities Inc. 0.07% Add +6.1% 17,094 $2.4M
Edmond DE Rothschild Holding S.A. 0.03% No change 17,000 $2.4M
CX Institutional 0.07% Reduce -1.1% 16,833 $2.3M
Thompson Investment Management, Inc. 0.30% No change 16,560 $2.3M
HRC Wealth Management, LLC 1.07% Add +0.9% 16,435 $2.3M
Keybank National Association 0.01% Add +77.6% 16,409 $2.3M
Astoria Strategic Wealth, Inc. 0.57% Add +1.6% 16,314 $2.3M
First Citizens Bank & Trust Co. 0.05% Reduce -0.0% 16,304 $2.3M
D.A. Davidson & Co. 0.01% Add +5.3% 16,271 $2.3M
Presilium Private Wealth, LLC 0.40% Reduce -0.4% 16,255 $2.2M
Ewa, LLC 0.51% Reduce -2.0% 16,162 $2.2M
Cornerstone Financial Group, LLC 1.43% Add +2.4% 14,722 $2.2M
HTG Investment Advisors, Inc. 0.63% Reduce -1.9% 16,009 $2.2M
Savant Capital, LLC 0.01% Add +12.9% 15,902 $2.2M
Quantify Chaos Advisors, LLC 6.83% Add +0.2% 15,842 $2.2M
Strategic Investment Solutions, Inc. 0.52% Add +0.3% 15,625 $2.2M
Ashford Advisors, LLC 0.50% New 15,576 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.7% 15,571 $2.2M
180 Wealth Advisors, LLC 0.24% Reduce -0.4% 15,453 $2.1M
Spire Wealth Management 0.07% Add +2.3% 15,419 $2.1M
AlTi Global, Inc. 0.05% Add +1.6% 15,259 $2.1M
SC&H Financial Advisors, Inc. 0.32% Reduce -1.7% 15,222 $2.1M
Eagle Rock Investment Company, LLC 0.31% Add +12.7% 15,190 $2.1M
Junk Investment Group, LLC 1.08% — 14,930 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +17.5% 14,833 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +4.3% 13,620 $2.1M
DV Trading LLC 0.19% Add +360.8% 14,744 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +122.0% 14,440 $2.0M
Vise Technologies, Inc. 0.04% No change 14,259 $2.0M
Renaissance Technologies 0.00% New 14,500 $2.0M
Levin Capital Strategies, L.P. 0.15% No change 14,345 $2.0M
Evercore Wealth Management, LLC 0.03% Add +14.2% 14,334 $2.0M
Great Valley Advisor Group, Inc. 0.04% Add +44.6% 14,333 $2.0M
Redmond Asset Management, LLC 0.53% Add +3.7% 14,003 $1.9M
Fingerlakes Wealth Management, Inc. 1.28% Reduce -0.4% 13,942 $1.9M
Silver Oak Advisory Group, Inc. 0.83% Add +0.7% 13,876 $1.9M
Vanguard Advisers Inc. 0.01% — 13,818 $1.9M
Copia Wealth Management 1.31% Add +252.8% 13,742 $1.9M
Focus Financial Network, Inc. 0.07% Add +10.8% 13,682 $1.9M
Keating Financial Advisory Services, Inc. 0.30% Reduce -8.7% 13,445 $1.9M
Trilogy Capital Inc. 0.08% Add +7.4% 13,260 $1.8M
Regions Financial Corp. 0.01% Add +11.4% 13,225 $1.8M
Waddell & Associates, LLC 0.10% No change 13,183 $1.8M
L.K. Benson & Company, P.C. 0.60% Add +1.8% 13,146 $1.8M
Alliance Wealth Advisors, LLC 0.39% Reduce -22.9% 12,924 $1.8M
Mayport, LLC 0.33% Add +4.1% 12,917 $1.8M
Attessa Capital LLC 0.97% Add +95.3% 12,912 $1.8M
Texas Yale Capital Corp. 0.05% Add +0.0% 12,828 $1.8M
Abacus Planning Group, Inc. 0.24% Add +0.5% 12,783 $1.8M
Tidal Investments LLC 0.01% Add +29.6% 12,647 $1.7M
Stonebridge Financial Group, LLC 0.14% No change 12,498 $1.7M
Americana Partners, LLC 0.04% Reduce -2.5% 12,447 $1.7M
Level Four Advisory Services, LLC 0.06% Add +11.8% 12,304 $1.7M
LBMC Investment Advisors, LLC 0.10% Add +0.9% 12,158 $1.7M
Montis Financial, LLC 0.35% Reduce -0.5% 12,140 $1.7M
Family Manage LLC 0.20% Add +34.6% 12,121 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +8.1% 12,070 $1.7M
HSBC Holdings PLC 0.00% New 12,034 $1.7M
Tannin Capital LLC 1.20% Reduce -4.9% 12,002 $1.7M
Assetmark, Inc. 0.00% Add +0.7% 11,999 $1.7M
Tocqueville Asset Management L.P. 0.02% Add +117.3% 11,943 $1.7M
Five Pine Wealth Management 1.03% Add +58.5% 11,943 $1.7M
Andrews Advisory Associates, LLC 0.87% Add +1.0% 11,940 $1.7M
Union Bancaire Privee, UBP SA 0.02% No change 16,205 $1.6M
M Holdings Securities, Inc. 0.11% Add +0.4% 11,841 $1.6M
Midwest Trust Co 0.02% Add +16.8% 11,731 $1.6M
CIBC Bancorp USA Inc. 0.00% — 11,643 $1.6M
HFM Investment Advisors, LLC 0.62% Reduce -3.4% 11,632 $1.6M
Triangle Securities Wealth Management 0.36% Reduce -2.8% 11,484 $1.6M
Certior Financial Group, LLC 1.01% Add +4.1% 11,414 $1.6M
Charter Oak Capital Management, LLC 0.12% Add +3.5% 11,360 $1.6M
Cantor Fitzgerald, L. P. 0.06% New 11,310 $1.6M
Ferguson Shapiro LLC 0.47% New 11,274 $1.6M
Mgo One Seven LLC 0.03% Add +3.5% 11,227 $1.6M
Balentine LLC 0.06% Add +0.6% 11,028 $1.5M
Graves Light Lenhart Wealth, Inc. 0.16% Add +0.0% 11,018 $1.5M
Nomura Asset Management Co. Ltd. 0.00% Add +29.4% 10,996 $1.5M
Rockingstone Advisors LLC 0.70% Reduce -0.7% 10,962 $1.5M
Sax Wealth Advisors, LLC 0.07% No change 10,734 $1.5M
Successful Portfolios LLC 0.83% Reduce -2.0% 11,087 $1.5M
Flagship Harbor Advisors, LLC 0.07% Reduce -1.5% 10,938 $1.5M
Debussy Capital Management LP 0.21% Add +0.3% 10,936 $1.5M
Capitolis Liquid Global Markets LLC 0.01% — 10,800 $1.5M
CGN Advisors LLC 0.12% Add +0.0% 10,634 $1.5M
Flatrock Wealth Partners LLC 0.66% Add +0.2% 10,612 $1.5M
Schrum Private Wealth Management LLC 1.12% Add +3.6% 10,590 $1.5M
Manuka Financial, LLC 0.90% Add +2.8% 10,535 $1.5M
New Capital Management LP 0.36% Add +0.7% 10,523 $1.5M
Patriot Investment Management Group, Inc. 0.09% No change 10,511 $1.5M
MidAtlantic Capital Management, Inc. 1.00% Reduce -0.1% 10,489 $1.5M
Trellis Wealth Advisors LLC 0.55% Add +0.5% 10,427 $1.4M
Fortis Capital Advisors, LLC 0.19% Reduce -1.6% 10,404 $1.4M
Savvy Advisors, Inc. 0.04% Add +112.6% 10,386 $1.4M
Krilogy Financial LLC 0.05% No change 9,649 $1.4M
Sage Investment Counsel LLC 1.57% Reduce -1.0% 10,257 $1.4M
FF Advisors,LLC 0.57% No change 9,470 $1.4M
Moseley Investment Management Inc. 0.45% Add +30.1% 10,211 $1.4M
Roehl & Yi Investment Advisors, LLC 0.53% Add +3.1% 10,187 $1.4M
Nicolet Bankshares Inc. 0.05% New 10,143 $1.4M
Towneley Capital Management, Inc / DE 0.29% New 10,159 $1.4M
GenTrust, LLC 0.06% No change 10,156 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +362.2% 10,145 $1.4M
JFS Wealth Advisors, LLC 0.08% Add +1.8% 10,109 $1.4M
Tudor Financial Inc. 0.71% No change 10,070 $1.4M
F&V Capital Management, LLC 0.29% Add +55.0% 10,050 $1.4M
RBF Capital, LLC 0.07% No change 10,000 $1.4M
Ariel Investments 0.02% New 9,964 $1.4M
Efficient Advisors, LLC 0.10% Reduce -36.9% 9,906 $1.4M
Tortoise Investment Management, LLC 0.11% Add +0.1% 9,823 $1.4M
Leo Wealth, LLC 0.10% Add +2.0% 9,821 $1.4M
IHT Wealth Management, LLC 0.03% Reduce -6.3% 9,758 $1.3M
Mosaic Advisors LLC 2.02% Add +395.3% 8,950 $1.3M
TrustWell Financial Advisors, LLC 1.26% Reduce -1.9% 9,674 $1.3M
Hubbell Strickland Wealth Management, LLC 0.53% Add +0.2% 9,645 $1.3M
Drystone LLC 1.20% Add +1.2% 9,609 $1.3M
Kathmere Capital Management, LLC 0.08% Add +3.5% 9,500 $1.3M
HighPoint Advisor Group LLC 0.06% Add +4.3% 9,484 $1.3M
Latitude Advisors, LLC 0.59% Add +43.7% 9,359 $1.3M
Brickley Wealth Management 0.22% Add +6.3% 9,273 $1.3M
Principle Wealth Partners LLC 0.07% Add +2.4% 9,272 $1.3M
Roundview Capital LLC 0.08% Add +9.4% 9,225 $1.3M
Lantern Wealth Advisors, LLC 0.65% Add +69.3% 9,177 $1.3M
Mission Wealth Management, LP 0.03% Add +1.3% 9,165 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Add +4.5% 9,115 $1.3M
Brandywine Oak Private Wealth LLC 0.11% Reduce -0.3% 9,087 $1.3M
Rothschild Investment LLC 0.07% Add +0.0% 9,076 $1.3M
Sellwood Investment Partners LLC 0.49% No change 9,065 $1.3M
Windward Private Wealth Management Inc. 0.43% Add +0.8% 9,050 $1.3M
Brandes Investment Partners, LP 0.01% Reduce -33.9% 9,045 $1.3M
Compass Financial Group, INC 0.17% Reduce -1.2% 9,013 $1.2M
Pine Harbor Wealth Management, LLC 0.37% Add +1.4% 9,004 $1.2M
Compound Planning, Inc. 0.04% Add +0.6% 8,883 $1.2M
Independent Advisor Alliance 0.01% New 8,865 $1.2M
Jennison Associates LLC 0.00% Reduce -81.8% 8,802 $1.2M
Silverlake Wealth Management LLC 0.26% Add +8.8% 8,779 $1.2M
RFG Advisory, LLC 0.02% Reduce -10.2% 8,762 $1.2M
Cardiff Park Advisors, LLC 0.10% Add +4.3% 8,751 $1.2M
Keel Point, LLC 0.08% Reduce -22.1% 8,721 $1.2M
Fiduciary Financial Group, LLC 0.16% Add +0.6% 8,596 $1.2M
Cerity Partners Retirement Plan Advisors LLC 0.60% — 8,513 $1.2M
Versant Capital Management, Inc 0.12% Add +0.0% 8,543 $1.2M
Arlington Trust Co LLC 0.10% No change 8,535 $1.2M
Trevian Wealth Management LLC 0.58% Add +0.0% 8,533 $1.2M
Kendall Capital Management 0.24% Reduce -2.5% 8,462 $1.2M
Johnson & White Wealth Management, LLC 0.49% Add +1.2% 8,392 $1.2M
Unison Advisors LLC 0.09% Add +0.7% 8,319 $1.2M
Capstone Financial Advisors, Inc. 0.06% New 8,310 $1.1M
Pennington Partners & Co., LLC 0.39% Add +100.4% 8,250 $1.1M
Advyzon Investment Management, LLC 0.10% Add +42.3% 8,194 $1.1M
Quadrant Capital Group LLC 0.03% Add +31.9% 8,181 $1.1M
Selby Wealth Management, LLC 0.45% Reduce -0.3% 8,171 $1.1M
Brand Asset Management Group, Inc. 0.29% Reduce -19.5% 8,166 $1.1M
TBH Global Asset Management, LLC 0.23% Reduce -1.5% 8,104 $1.1M
Sonoma Private Wealth LLC 1.37% Add +6.2% 8,031 $1.1M
Advisor OS, LLC 0.08% New 7,961 $1.1M
Argent Trust Co 0.04% Add +0.3% 7,949 $1.1M
Ackerman Capital Advisors, LLC 0.22% Reduce -1.7% 7,918 $1.1M
Catalyst Financial Partners LLC 0.13% No change 7,916 $1.1M
Aspen Capital Management, LLC 0.27% Reduce -0.7% 7,909 $1.1M
Daybright Advisory Services, Inc. 0.30% Add +20.6% 7,895 $1.1M
Vista Capital Partners, Inc. 0.11% Add +11.3% 7,888 $1.1M
Three Arch Wealth Management LLC 0.20% No change 7,879 $1.1M
Archford Capital Strategies, LLC 0.12% No change 7,866 $1.1M
C M Bidwell & Associates Ltd. 0.51% Add +1.5% 7,854 $1.1M
Nicholas Hoffman & Company, LLC. 0.02% Add +0.6% 7,793 $1.1M
One Capital Management, LLC 0.03% Reduce -0.5% 7,764 $1.1M
TD Asset Management Inc 0.00% Add +1.0% 7,738 $1.1M
Principal Securities, Inc. 0.02% Add +14.0% 7,707 $1.1M
Westbourne Investments, Inc. 0.50% Add +0.2% 7,665 $1.1M
Avior Wealth Management, LLC 0.03% Add +0.2% 7,645 $1.1M
New England Professional Planning Group Inc. 0.44% No change 7,574 $1.0M
Essex Financial Services, Inc. 0.06% Add +2.1% 7,553 $1.0M
Dodds Wealth, LLC 0.26% Reduce -0.5% 7,546 $1.0M
GEN Financial Management, INC. 0.64% Add +0.3% 7,529 $1.0M
Brightwater Advisory LLC 0.69% Reduce -0.4% 7,528 $1.0M
Dunhill Financial, LLC 0.24% Reduce -0.6% 7,500 $1.0M
JTC Employer Solutions Trustee Ltd 0.09% No change 7,500 $1.0M
Viewpoint Investment Partners Corp. 0.48% No change 7,500 $1.0M
Sierra Capital LLC 0.11% Add +0.2% 7,480 $1.0M
Strait & Sound Wealth Management LLC 0.39% No change 7,450 $1.0M
Perryman Financial Advisory Inc. 0.15% Add +3.2% 7,449 $1.0M
Rehmann Capital Advisory Group 0.05% Reduce -0.3% 7,419 $1.0M
Independent Wealth Advisors LLC 1.00% Reduce -0.5% 7,352 $1.0M
Strategy Asset Managers LLC 0.17% Add +2.7% 7,352 $1.0M
Baker Avenue Asset Management, LP 0.02% Reduce -2.0% 7,295 $1.0M
First PREMIER Bank 0.23% Add +0.0% 7,268 $1.0M
Newton One Investments LLC 0.27% Reduce -13.9% 7,261 $1.0M
Financial Engines Advisors L.L.C. 0.00% Reduce -5.7% 7,215 $998K
Boyce & Associates Wealth Consulting, Inc. 0.75% Reduce -5.1% 7,191 $995K
SWP Financial LLC 0.51% Reduce -2.0% 7,162 $991K
Farmers & Merchants Investments Inc. 0.03% Add +0.1% 7,132 $986K
Warren Street Wealth Advisors, LLC 0.25% Reduce -0.5% 7,118 $985K
Barlow Wealth Partners, LLC 0.11% No change 6,525 $984K
Elite Financial, Inc. 0.44% No change 7,119 $984K
Burkett Financial Services, LLC 0.34% Add +19.0% 7,092 $981K
Y.D. More Investments Ltd 0.04% No change 7,085 $980K
XTX Topco Ltd 0.02% Add +53.8% 7,071 $978K
Means Investment Co., Inc. 0.09% Reduce -0.5% 7,055 $976K
Discipline Wealth Solutions, LLC 0.10% New 6,990 $967K
Austin Wealth Management, LLC 0.22% Reduce -21.9% 6,901 $967K
Summit Financial, LLC 0.01% Add +37.2% 6,893 $954K
Prospera Financial Services Inc 0.02% Add +161.0% 6,875 $951K
Financial Planning Fort Collins, LLC 0.74% Add +1.2% 6,302 $947K
Kovack Advisors, Inc. 0.05% Add +27.9% 6,785 $945K
FC Advisory LLC 0.28% Reduce -0.7% 6,823 $944K
Capital City Trust Co. 0.22% New 6,815 $943K
Financial Perspectives, Inc 0.26% Add +13.1% 6,690 $925K
Steelhead Wealth Management LLC 0.47% — 6,671 $922K
SHP Wealth Management 0.07% Add +16520.0% 6,648 $920K
First Interstate Bank 0.05% No change 6,650 $920K
Polen Capital Management LLC 0.01% Reduce -80.3% 6,600 $913K
Fiera Capital Corp 0.00% Add +6.6% 6,531 $903K
Ballentine Partners, LLC 0.01% Add +1.8% 6,472 $895K
Ade, LLC 0.43% Add +2.8% 6,443 $891K
Sharkey, Howes & Javer 0.12% Reduce -25.4% 6,402 $886K
Fiduciary Group, LLC 0.08% Add +137.3% 6,395 $885K
Procyon Advisors, LLC 0.04% Add +6.2% 6,353 $879K
Wesbanco Bank Inc. 0.02% Add +7.3% 6,342 $877K
Berman McAleer LLC 0.12% Reduce -1.8% 6,331 $876K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 6,300 $871K
Sage Mountain Advisors LLC 0.06% Add +0.2% 6,298 $871K
Wakefield Asset Management LLLP 0.23% No change 6,297 $871K
Triumph Capital Management 0.18% Add +473.2% 6,271 $867K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +55.5% 6,248 $864K
Vested Financial Planning, LLC 0.66% Add +1.3% 6,231 $862K
Verdence Capital Advisors LLC 0.05% Reduce -0.2% 6,216 $860K
Birch Hill Investment Advisors LLC 0.04% New 6,200 $858K
AMG National Trust Bank 0.02% Add +20.3% 6,197 $857K
Brown Brothers Harriman & Co. 0.00% Reduce -17.2% 6,195 $857K
Blue Trust, Inc. 0.01% Reduce -4.4% 6,191 $856K
Clear Street Group Inc. 0.00% New 6,187 $856K
Chesley Taft & Associates LLC 0.04% Add +13.0% 6,164 $853K
Spartan Wealth Advisory Services LLC 0.07% — 6,083 $841K
Smith, Moore & Co. 0.06% Reduce -4.9% 6,040 $835K
BFI Infinity Ltd. 0.46% Reduce -21.7% 5,977 $827K
Fermata Advisors, LLC 0.19% Reduce -0.9% 5,971 $826K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -5.2% 5,964 $825K
Checchi Capital Advisers, LLC 0.06% Add +4.7% 5,947 $823K
Lumbard & Kellner, LLC 0.28% No change 5,914 $818K
Mustard Seed Financial, LLC 0.49% Add +0.3% 5,900 $816K
Plancorp, LLC 0.02% Add +0.2% 5,597 $811K
Client 1ST Advisory Group, LLC 0.25% Add +0.0% 5,831 $807K
Roble, Belko & Company, Inc 0.10% Reduce -0.5% 5,658 $783K
Weaver Consulting Group 0.19% No change 5,622 $778K
Aspiriant, LLC 0.02% Add +9.2% 5,601 $775K
August Group Capital Ltd 0.90% Add +16.8% 5,588 $773K
National Bank of Canada 0.00% Reduce -99.1% 5,553 $768K
Magnolia Capital Advisors LLC 0.15% Add +62.1% 5,544 $767K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -5.2% 5,519 $763K
CFO4Life Group, LLC 0.12% Add +63.4% 5,463 $756K
Titleist Asset Management, LLC 0.06% Add +12.9% 5,461 $755K
Retirement Planning Group, LLC 0.02% Add +66.6% 5,413 $749K
Advisory Services Network, LLC 0.01% Add +1.6% 5,389 $745K
StoneX Group Inc. 0.04% Add +43.6% 5,307 $734K
CLG LLC 0.18% Add +11.8% 5,298 $733K
Christensen, King & Associates Investment Services, Inc. 0.31% Add +6.9% 5,297 $733K
Modern Wealth Management, LLC 0.01% Reduce -17.1% 5,200 $726K
Cornerstone Advisors Asset Management, LLC 0.11% Add +0.2% 5,250 $726K
Peapack Gladstone Financial Corp. 0.01% Add +234.9% 5,244 $725K
PFG Advisors 0.04% Reduce -34.2% 5,203 $720K
Five Oceans Advisors 0.26% Add +0.6% 5,190 $718K
Rakuten Securities, Inc. 0.29% Add +49.1% 5,135 $710K
Verum Partners LLC 0.13% Add +8.9% 5,119 $708K
American Money Management, LLC 0.11% No change 5,110 $707K
TrueWealth Financial Partners 0.28% New 5,046 $698K
Main Street Financial Solutions, LLC 0.05% Add +31.4% 5,035 $697K
AE Wealth Management LLC 0.00% Reduce -21.9% 5,033 $696K
TCI Wealth Advisors, Inc. 0.04% Add +5.6% 5,019 $694K
ATLas Financial Planning LLC 0.62% Add +3.6% 5,018 $694K
IFP Advisors, Inc 0.01% Add +38.7% 5,018 $694K
Pine Valley Investments Ltd Liability Co 0.03% New 5,012 $693K
Verus Capital Partners, LLC 0.05% Add +4.2% 4,985 $690K
JMG Financial Group, Ltd. 0.02% Add +1.2% 4,980 $689K
Unify Financial Advisors 0.71% Add +15.3% 4,945 $684K
Boston Trust Walden Corp 0.01% No change 4,925 $681K
Foundations Investment Advisors, LLC 0.01% Add +41.1% 4,914 $680K
Maimon Wealth Management LTD. 0.59% No change 5,040 $676K
Vista Investment Management 0.23% Add +1.9% 4,858 $672K
Wallace Advisory Group, LLC 0.72% Reduce -1.3% 4,855 $672K
HUB Investment Partners, LLC 0.02% Add +72.1% 4,849 $671K
Fragasso Financial Advisors Inc 0.04% Add +15.9% 4,784 $670K
Tenzing Financial LLC 0.50% Add +0.1% 4,577 $670K
Cooper Financial Group 0.07% No change 4,833 $669K
BCR Wealth Strategies, LLC 0.21% Add +14.7% 4,826 $667K
Monument Capital Management 0.17% Add +7.5% 4,791 $663K
Greenleaf Trust 0.01% Add +9.1% 4,766 $659K
Indivisible Partners 0.06% No change 4,759 $658K
Indiana Trust & Investment Management Co 0.20% No change 4,721 $653K
Mayfair Advisory Group, LLC 0.23% Add +2.7% 4,718 $653K
Riverwater Partners LLC 0.22% Add +0.0% 4,707 $651K
Blackston Financial Advisory Group, LLC 0.41% Reduce -2.9% 4,687 $648K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -6.3% 4,678 $647K
Symphony Financial, Ltd. Co. 0.09% No change 4,676 $647K
Visionary Wealth Advisors 0.03% Add +17.9% 4,659 $644K
Proffitt & Goodson Inc. 0.10% Reduce -0.8% 4,648 $643K
Avidian Wealth Enterprises, LLC 0.02% No change 4,611 $638K
Cambridge Financial Group, LLC 0.21% Reduce -45.6% 4,560 $631K
Triad Wealth Partners, LLC 0.05% Reduce -0.0% 4,534 $627K
Approach Retirement Advisors, LLC 0.52% Add +2.9% 4,527 $626K
Greenwich Wealth Management LLC 0.03% Add +5.6% 4,525 $626K
Paragon Capital Management Ltd 0.13% New 4,519 $625K
TCTC Holdings, LLC 0.02% Reduce -1.0% 4,500 $622K
National Philanthropic Trust 0.01% Reduce -12.8% 4,494 $622K
TD Private Client Wealth LLC 0.01% Reduce -10.8% 4,493 $621K
Unconventional Investor, LLC 0.29% Add +9.4% 4,464 $618K
First Manhattan Co. Llc. 0.00% Reduce -5.1% 4,452 $616K
Simplicity Wealth,LLC 0.03% Add +6.4% 4,447 $615K
Agf Management Ltd. 0.00% Reduce -7.2% 4,373 $605K
Synergy Financial Group, LTD 0.45% Add +73.7% 4,367 $604K
Western Wealth Management, LLC 0.02% Add +64.5% 4,352 $602K
Private Trust Co. NA 0.05% Add +17.4% 4,335 $600K
Mosaic Family Wealth Partners, LLC 0.06% Add +0.9% 4,321 $598K
Port Capital LLC 0.03% No change 4,316 $597K
Elmwood Wealth Management, Inc. 0.16% Add +9.9% 4,275 $591K
Clear Harbor Asset Management, LLC 0.04% Add +0.1% 4,270 $591K
Hudock, Inc. 0.09% Reduce -0.5% 4,270 $591K
McGinn Penninger Investment Management, Inc. 0.39% No change 4,258 $589K
Garrison Point Advisors, LLC 0.27% Add +1.2% 4,250 $588K
Providence Capital Advisors, LLC 0.10% Add +25.8% 4,246 $587K
Northwest Wealth Management, LLC 0.09% Reduce -3.4% 4,208 $582K
Resolute Advisors LLC 0.24% Add +18.3% 4,192 $580K
Curbstone Financial Management Corp 0.11% No change 4,180 $578K
Macroview Investment Management LLC 0.40% Add +0.2% 4,175 $577K
LGL Partners, LLC 0.24% Add +0.2% 4,169 $577K
Flower City Capital 0.29% Add +4.5% 4,147 $574K
Thrive Wealth Management, LLC 0.09% Add +67.7% 4,136 $572K
Olistico Wealth, LLC 0.28% No change 4,132 $571K
Brookstone Capital Management 0.01% Add +24.6% 4,113 $569K
Soltis Investment Advisors LLC 0.04% Add +38.4% 4,111 $569K
Dynamic Advisor Solutions LLC 0.02% Add +6.1% 4,111 $569K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Add +20.9% 4,070 $563K
Lincoln Capital LLC 0.11% Add +0.8% 4,050 $560K
Pinnacle Bancorp, Inc. 0.16% Add +10.6% 4,006 $554K
Lighthouse Financial LLC 0.33% No change 4,000 $553K
Baron Silver Stevens Financial Advisors, LLC 0.08% Reduce -4.9% 3,995 $553K
AdvisorNet Financial, Inc 0.03% Reduce -34.5% 3,984 $551K
First Pacific Financial 0.07% Add +3791.2% 3,969 $549K
Cahill Financial Advisors Inc. 0.06% Add +0.2% 3,959 $548K
Berger Financial Group, Inc 0.03% Reduce -0.3% 3,955 $547K
Sterling Investment Advisors, Ltd. 0.10% Add +7.7% 3,936 $544K
Silvercrest Asset Management Group LLC 0.00% No change 3,929 $543K
MBE Wealth Management, LLC 0.23% No change 3,928 $543K
Commerce Bank 0.00% Add +59.1% 3,888 $538K
Lesa Sroufe & Co 0.36% Add +2.8% 3,854 $533K
MorganRosel Wealth Management, LLC 0.21% Add +0.1% 3,847 $532K
Estate Planners Group, LLC 0.26% New 3,845 $532K
DSG Capital Advisors, LLC 0.08% Add +1.8% 3,816 $528K
Evelyn Partners Investment Management LLP 0.01% Add +40.6% 3,810 $527K
DB Fitzpatrick & Co, Inc 0.45% Reduce -63.1% 3,800 $526K
Battery Global Advisors, LLC 0.28% Reduce -98.0% 3,770 $521K
L. Roy Papp & Associates, LLP 0.06% No change 3,767 $521K
Kirtland Hills Capital Management, LLC 0.16% New 3,451 $517K
Vilga Financial Planning LLC 0.46% Add +0.0% 3,725 $515K
Nations Financial Group Inc, /Ia/ 0.03% Add +4.6% 3,709 $513K
BOS Asset Management, LLC 0.13% No change 3,685 $510K
Wetzel Investment Advisors, Inc. 0.20% Reduce -7.2% 3,679 $509K
Financial Synergies Wealth Advisors, Inc. 0.05% Add +149.2% 3,663 $507K
Cassaday & Co Wealth Management LLC 0.01% No change 3,651 $505K
DAVENPORT & Co LLC 0.00% Reduce -1.1% 3,651 $505K
Gutierrez Wealth Advisory, LLC 0.31% Add +46.6% 3,637 $503K
Ballast Financial Advisors LLC 0.51% Add +28.3% 3,617 $500K
Optima Capital LLC 0.23% Add +0.2% 3,616 $500K
Sigma Planning Corp 0.01% Add +21.0% 3,607 $499K
VSM Wealth Advisory, LLC 0.15% Reduce -6.1% 3,583 $496K
Edgestream Partners, L.P. 0.02% Reduce -56.8% 3,577 $495K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 3,571 $494K
Cheviot Value Management, LLC 0.05% No change 3,571 $494K
Formidable Asset Management, LLC 0.08% No change 3,500 $494K
Gross & Hartman Investments LLC 0.26% Add +10.5% 3,564 $493K
Pure Financial Advisors, LLC 0.01% Add +2.0% 3,564 $493K
Columbus Macro, LLC 0.05% No change 3,562 $493K
Tactive Advisors, LLC 0.14% Reduce -27.5% 3,562 $493K
First Foundation Advisors 0.02% No change 3,551 $491K
Avantax Planning Partners, Inc. 0.01% No change 3,546 $490K
Arax Advisory Partners 0.01% Add +7.6% 3,523 $487K
Park Avenue Securities LLC 0.00% Add +22.6% 3,522 $487K
Advisory Alpha, LLC 0.01% New 3,496 $484K
Fort Vancouver Investment Management, LLC 0.24% Reduce -5.6% 3,482 $482K
Forum Financial Management, LP 0.01% Add +1.1% 3,464 $479K
Rinkey Investments 0.12% Reduce -0.1% 3,435 $475K
GTS Securities LLC 0.02% Reduce -62.4% 3,432 $475K
SG Americas Securities, LLC 0.00% No change 3,429 $474K
Addis & Hill, Inc 0.29% Reduce -3.8% 3,408 $471K
Perennial Advisors, LLC 0.08% Add +1.5% 3,405 $471K
Geometric Wealth Advisors 0.06% No change 3,372 $466K
Financial Planning Navigators CORP 0.20% Reduce -37.1% 3,367 $466K
Harbour Investment Management LLC 0.25% No change 3,361 $465K
Aua Capital Management, LLC 0.24% No change 3,343 $462K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -4.3% 3,332 $461K
Fiduciary Advisors, Inc. 0.35% Add +27.4% 3,331 $461K
WealthSpring Partners, LLC 0.42% Add +0.1% 3,330 $461K
Oak Family Advisors, LLC 0.14% Add +0.1% 3,319 $459K
Creative Financial Designs Inc. 0.03% Add +14.8% 3,298 $456K
Hanson & Doremus Investment Management 0.05% Add +5.0% 3,268 $452K
Walkner Condon Financial Advisors LLC 0.06% Reduce -1.0% 3,242 $448K
J. Derek Lewis & Associates Inc. 0.10% Add +0.3% 3,241 $448K
Nikulski Financial, Inc. 0.11% Reduce -27.6% 3,230 $447K
SMART Wealth LLC 0.13% New 3,229 $447K
Dala Group, LLC 0.37% Add +32.2% 3,205 $443K
Silver Oak Securities, Incorporated 0.03% New 3,184 $440K
Lutz Financial Services LLC 0.03% Add +6.5% 3,183 $440K
Heartwood Wealth Advisors LLC 0.04% Add +11.8% 3,172 $439K
Ameritas Advisory Services, LLC 0.02% Reduce -1.6% 3,151 $436K
Tillman Hartley LLC 0.11% Reduce -2.2% 3,114 $431K
Traynor Capital Management, Inc. 0.03% Reduce -0.2% 3,202 $430K
Burton Enright Welch 0.06% Add +1.5% 3,104 $429K
Xena Financial Planning, LLC 0.48% Add +25.3% 3,099 $429K
Kwmg, LLC 0.04% Add +1.1% 3,090 $427K
Genus Capital Management Inc. 0.05% Reduce -48.7% 3,068 $424K
RS Crum Inc. 0.08% Add +1.8% 3,060 $423K
Pointe Capital Management LLC 0.21% No change 3,039 $420K
WealthShield Partners, LLC 0.05% Add +0.4% 3,026 $419K
Resonant Capital Advisors, LLC 0.02% No change 3,000 $415K
IMA Advisory Services, Inc. 0.04% Add +1.5% 2,986 $413K
Waterloo Capital, L.P. 0.03% Reduce -3.3% 2,983 $413K
RAM Investment Partners, LLC 0.07% Add +0.5% 2,982 $413K
Applied Capital LLC 0.15% Reduce -2.1% 2,981 $412K
ETF Portfolio Partners, Inc. 0.11% Reduce -16.1% 2,963 $410K
Cary Street Partners Financial LLC 0.01% Add +5.4% 2,956 $409K
SmartHarvest Portfolios, LLC 0.17% No change 2,947 $408K
CENTRAL TRUST Co 0.01% Add +11.0% 2,928 $405K
Seven Mile Advisory 0.29% Add +23.4% 2,926 $405K
Gambit Capital Management, LLC 0.29% No change 2,920 $404K
Aptus Capital Advisors, LLC 0.00% Add +313.6% 2,920 $404K
Cypress Wealth Services, LLC 0.06% No change 2,917 $403K
Bradley Foster & Sargent Inc. 0.01% Add +0.0% 2,917 $403K
Centaurus Financial, Inc. 0.02% Add +14.4% 2,917 $403K
Fielder Capital Group LLC 0.09% Add +0.1% 2,908 $402K
Prosperity Consulting Group, LLC 0.02% Reduce -11.3% 2,891 $400K
Foster Victor Wealth Advisors, LLC 0.02% New 2,688 $398K
Flputnam Investment Management Co. 0.01% New 2,872 $397K
Baird Financial Group, Inc. 0.00% Reduce -26.5% 2,857 $395K
Moors & Cabot, Inc. 0.02% Reduce -5.8% 2,820 $390K
Claret Asset Management Corp 0.05% No change 2,810 $389K
Kastel Capital Advisors, LLC 0.24% No change 2,750 $388K
Vantage Point Financial LLC 0.14% Add +37.3% 2,799 $387K
West Financial Advisors, LLC 0.07% Add +6.5% 2,789 $386K
Templeton & Phillips Capital Management, LLC 0.31% No change 2,778 $384K
International Assets Investment Management, LLC 0.03% Add +6.2% 2,747 $384K
Blue Edge Capital, LLC 0.05% Reduce -57.2% 2,759 $382K
Callan Family Office, LLC 0.01% Reduce -2.5% 2,748 $380K
Melfa Wealth Management, Inc. 0.22% Reduce -3.1% 2,746 $380K
FFT Wealth Management LLC 0.07% New 2,740 $379K
Courier Capital LLC 0.02% Reduce -0.1% 2,738 $379K
OneAscent Financial Services LLC 0.02% New 2,729 $377K
Winthrop Advisory Group LLC 0.03% New 2,725 $377K
Capital Asset Advisory Services LLC 0.01% Reduce -11.9% 2,476 $373K
McCartney Wealth Management LLC 0.31% Add +73.3% 2,694 $373K
Gryphon Financial Partners LLC 0.04% Add +42.4% 2,691 $372K
Signal Advisors Wealth, LLC 0.03% Add +6.4% 2,673 $370K
Prosperity Planning, Inc. 0.13% Reduce -0.5% 2,672 $370K
Old National Bancorp 0.01% No change 2,668 $369K
BridgePort Financial Solutions, LLC 0.10% Add +0.2% 2,666 $369K
Norden Group LLC 0.04% Reduce -8.6% 2,657 $368K
Fifth Third Wealth Advisors LLC 0.01% Reduce -14.0% 2,654 $367K
WESPAC Advisors, LLC 0.20% Add +51.8% 2,642 $365K
Smith Salley Wealth Management 0.02% No change 2,637 $365K
MontVue Capital Management, Inc. 0.25% Reduce -0.8% 2,634 $364K
Rebalance, LLC 0.02% Add +0.1% 2,617 $362K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% No change 2,594 $359K
Leith Wheeler Investment Counsel Ltd. 0.03% No change 2,590 $358K
CoreCap Advisors, LLC 0.01% Add +95.0% 2,587 $358K
M Wealth Management, LLC 0.30% Reduce -2.0% 2,577 $356K
Arcadia Investment Advisors LLC 0.17% No change 2,572 $356K
Main Management LLC 0.03% Reduce -1.6% 2,569 $355K
Bank of Hawaii 0.02% No change 2,563 $355K
Clarion Wealth Managment Partners, LLC 0.32% New 2,562 $354K
Boston Standard Wealth Management, LLC 0.06% Reduce -2.6% 2,537 $354K
Disciplined Investors, L.L.C. 0.21% Add +28.0% 2,553 $353K
N.E.W. Advisory Services LLC 0.03% Add +1.8% 2,552 $353K
Facet Wealth, Inc. 0.01% Add +3.1% 2,549 $353K
Gibbs Wealth Management 0.05% Add +9.3% 2,547 $352K
Caitlin John, LLC 0.21% No change 2,540 $351K
Centurion Wealth Management LLC 0.08% No change 2,540 $351K
Next Capital Management LLC 0.11% Add +7.4% 2,539 $351K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -0.0% 2,534 $351K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.31% Add +8.6% 2,531 $350K
Pathfinder Wealth Consulting, Inc. 0.22% No change 2,496 $345K
Range Advisory, LLC 0.06% New 2,490 $344K
Integrity Wealth Solutions LLC 0.14% Add +13.0% 2,489 $344K
Innova Wealth Partners 0.16% Add +20.9% 2,478 $343K
Waller Financial Planning Group, Inc. 0.08% Add +7.9% 2,477 $343K
Marin Bay Wealth Advisors, LLC 0.20% New 2,461 $340K
Genesis Wealth Advisors, LLC 0.23% Reduce -1.0% 2,450 $339K
Hohimer Wealth Management, LLC 0.04% Add +0.1% 2,429 $336K
McIlrath & Eck, LLC 0.03% Reduce -0.3% 2,428 $336K
First Community Trust NA 0.25% No change 2,415 $334K
Elevation Wealth Partners, LLC 0.12% No change 2,397 $332K
Montag A & Associates Inc. 0.02% Add +5.6% 2,390 $331K
Golden State Wealth Management, LLC 0.04% Add +27.6% 2,382 $330K
Clark Asset Management, LLC 0.03% Add +0.1% 2,382 $330K
Ferguson Johnson Wealth Management Inc 0.27% New 2,381 $329K
Essential Partners LLC 0.11% Add +15.5% 2,368 $327K
Wealthedge Investment Advisors, LLC 0.12% Add +5.6% 2,366 $327K
Alliance Wealth Management Group 0.07% No change 2,365 $327K
Towercrest Capital Management 0.05% No change 2,365 $327K
Red Door Wealth Management, LLC 0.03% No change 2,360 $326K
Flagship Private Wealth, LLC 0.13% Reduce -0.7% 2,326 $322K
Cynosure Group, LLC 0.04% Add +0.2% 2,314 $320K
Columbia River Financial Group, LLC 0.18% Reduce -1.4% 2,285 $316K
Embree Financial Group 0.04% Add +0.1% 2,277 $315K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% New 2,276 $315K
Modus Advisors, LLC 0.09% No change 2,272 $314K
Acorn Wealth Advisors, LLC 0.09% Add +0.2% 2,272 $314K
Heritage Trust Co 0.03% Add +8.5% 2,264 $313K
Riverbend Wealth Management, LLC 0.19% Reduce -0.2% 2,259 $312K
Nwam LLC 0.02% Add +4.0% 2,256 $312K
Etesian Wealth Advisors, Inc. 0.10% No change 2,255 $312K
Algorithmic Investment Models, LLC 0.38% Reduce -39.3% 2,248 $311K
Nova Wealth Management, Inc. 0.20% Reduce -28.9% 2,246 $311K
Composition Wealth, LLC 0.00% Reduce -13.4% 2,232 $309K
JP Wealth Management, Inc. 0.21% No change 2,230 $308K
Capital Investment Advisors, LLC 0.00% Add +53.4% 2,214 $306K
Maripau Wealth Management LLC 0.13% New 2,206 $305K
Matisse Capital 0.13% Add +0.1% 2,205 $305K
Morton Capital Management LLC 0.05% Add +0.2% 2,202 $305K
Mindset Wealth Management, LLC 0.08% Add +0.6% 2,200 $304K
Register Financial Advisors LLC 0.11% Add +3.3% 2,186 $302K
Petersen Hastings Wealth Advisors Inc. 0.03% Reduce -3.8% 2,174 $301K
Urban Financial Advisory Corp 0.11% Add +17.0% 2,168 $300K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 2,165 $299K
Fiduciary Alliance LLC 0.02% New 2,013 $299K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,157 $298K
Samalin Investment Counsel, LLC 0.11% Add +0.2% 2,144 $297K
TruNorth Capital Management, LLC 0.06% No change 2,143 $296K
United Wealth Management, LLC 0.07% Reduce -12.5% 2,142 $296K
Bedel Financial Consulting, Inc. 0.03% No change 2,140 $296K
Phoenix Financial Ltd. 0.00% No change 2,135 $295K
Equitable Trust Co. 0.01% New 2,132 $295K
Buckhead Capital Management LLC 0.11% Add +6.9% 2,120 $293K
Roger Wittlin Investment Advisory, LLC 0.24% Add +0.2% 2,119 $293K
Crestwood Advisors Group, LLC 0.00% Reduce -74.1% 2,106 $291K
PGIM Custom Harvest LLC 0.00% New 2,102 $291K
Amplius Wealth Advisors, LLC 0.02% No change 2,101 $291K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.1% 2,096 $290K
Ascent Group, LLC 0.01% No change 2,075 $287K
Powerhouse Assets LLC 0.25% Add +0.1% 2,072 $287K
Evolution Advisers, Inc. 0.12% Add +0.4% 2,074 $286K
Beacon Financial Advisory LLC 0.06% Add +0.1% 2,067 $286K
Capital Investment Advisory Services, LLC 0.02% Add +106.2% 2,056 $284K
Bernardo Wealth Planning LLC 0.06% New 2,053 $284K
DecisionPoint Financial, LLC 0.06% Reduce -1.7% 2,048 $283K
Wick Capital Partners, LLC 0.05% No change 2,046 $283K
Thoroughbred Financial Services, LLC 0.02% Reduce -8.7% 2,047 $283K
Balboa Wealth Partners 0.05% Add +0.3% 2,044 $283K
Ballast Rock Private Wealth LLC 0.16% Add +0.3% 2,035 $281K
Sage Capital Advisors,llc 0.07% Add +0.1% 2,025 $280K
Garde Capital, Inc. 0.02% Reduce -1.2% 2,024 $280K
Advance Capital Management, Inc. 0.01% Reduce -24.5% 2,022 $280K
Frankly Finances, LLC 0.25% Add +15.5% 2,016 $279K
Certuity, LLC 0.02% New 2,002 $277K
Allegheny Financial Group 0.04% Add +3.4% 2,001 $277K
Citizens & Northern Corp. 0.07% No change 2,000 $277K
Seven Springs Wealth Group, LLC 0.07% No change 2,000 $277K
Becker Capital Management Inc. 0.01% New 2,000 $277K
Vermillion & White Wealth Management Group, LLC 0.16% Add +8.1% 1,997 $276K
Signal Tree Financial Partners LLC 0.21% Add +4.5% 1,996 $276K
Argonautica Private Wealth Management, Inc. 0.08% Add +0.1% 1,988 $275K
Tranquility Partners, LLC 0.10% Add +9.5% 1,987 $275K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.5% 1,985 $275K
Maseco LLP 0.01% Add +3435.7% 1,980 $274K
RTD Financial Advisors, Inc. 0.03% Add +31.3% 1,979 $274K
Oliver Luxxe Assets LLC 0.04% Add +0.5% 1,974 $273K
Strategies Wealth Advisors, LLC 0.03% Reduce -0.1% 1,963 $272K
Legacy Advisors, LLC 0.03% No change 1,960 $271K
Cornerstone Financial Management LLC 0.25% No change 1,950 $270K
Realta Investment Advisors 0.09% Reduce -35.5% 1,944 $269K
PTM Wealth Management, LLC 0.14% Add +0.2% 1,919 $269K
Klaas Financial Asset Advisors, LLC 0.04% No change 1,941 $268K
New Republic Capital, LLC 0.09% Add +137.4% 1,937 $268K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -2.2% 1,925 $266K
Everhart Financial Group, Inc. 0.02% Reduce -0.1% 1,909 $264K
Parkwoods Wealth Partners, LLC 0.06% Reduce -5.3% 1,901 $263K
Hopwood Nicholas Hunter 0.08% New 1,898 $263K
Financial & Tax Architects, LLC 0.06% New 1,897 $262K
Financial Network Wealth Advisors LLC 0.27% Add +10.2% 1,886 $261K
Cabot-Wellington, LLC 0.08% No change 1,859 $257K
eCIO, Inc. 0.11% Add +2.8% 1,850 $256K
BTG Pactual Asset Management US LLC 0.03% Reduce -5.3% 1,843 $255K
Karpus Management, Inc. 0.01% Reduce -1.9% 1,820 $252K
HBK Sorce Advisory LLC 0.01% Reduce -37.0% 1,621 $251K
Pacific Sage Partners, LLC 0.04% Add +0.7% 1,817 $251K
Capital Planning LLC 0.08% New 1,814 $251K
Brooklyn Investment Group 0.01% New 1,811 $250K
Cypress Capital, LLC 0.07% No change 1,810 $250K
Summit Global Investments 0.01% New 1,798 $249K
Sound Income Strategies, LLC 0.01% Add +12.7% 1,780 $249K
Clifford Group, LLC 0.19% No change 1,793 $248K
Elevate Wealth Advisory, Inc. 0.16% Add +20.0% 1,785 $247K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 1,782 $247K
Brookwood Investment Group LLC 0.03% Reduce -77.0% 1,778 $246K
Directional Asset Management 0.22% Add +0.2% 1,764 $244K
Objective Capital Management, LLC 0.24% No change 1,752 $242K
Maltin Wealth Management, Inc. 0.09% New 1,742 $241K
Blalock Williams, LLC 0.19% New 1,735 $240K
Colonial River Investments, LLC 0.09% New 1,732 $240K
Independent Wealth Network Inc. 0.07% Add +6.1% 1,727 $239K
Marco Investment Management LLC 0.02% Add +0.3% 1,723 $238K
Vistica Wealth Advisors, LLC 0.24% No change 1,721 $238K
Hapanowicz & Associates Financial Services, Inc 0.09% Reduce -3.3% 1,720 $238K
Kraft, Davis & Associates, LLC 0.05% Reduce -41.7% 1,573 $238K
First National Bank of Omaha 0.01% No change 1,770 $238K
Sunpointe, LLC 0.08% Reduce -0.2% 1,713 $237K
PFG Investments, LLC 0.01% Add +0.1% 1,710 $237K
Axiom Financial Strategies, LLC 0.08% No change 1,706 $236K
Strid Group, LLC 0.03% Add +0.1% 1,700 $235K
Aspire Growth Partners LLC 0.16% No change 1,700 $235K
American Investment Services, Inc. 0.05% New 1,697 $235K
Ridgepath Capital Management LLC 0.12% Reduce -4.0% 1,695 $234K
Carr Financial Group Corp 0.06% Add +0.8% 1,692 $234K
Lynx Investment Advisory 0.11% Add +6.5% 1,681 $233K
BlackDiamond Wealth Management, LLC 0.11% Add +6.8% 1,680 $232K
Harrell Investment Partners, LLC 0.06% No change 1,674 $232K
Newman Dignan & Sheerar, Inc. 0.05% Add +3.8% 1,665 $230K
Welch Group, LLC 0.01% Add +0.1% 1,660 $230K
Appalachian Capital Management Ltd 0.18% New 1,657 $229K
Blom & Howell Financial Planning, Inc. 0.22% Add +0.2% 1,652 $229K
Harding Loevner LP 0.00% Reduce -56.0% 1,642 $227K
Guyasuta Investment Advisors Inc. 0.01% Reduce -0.8% 1,641 $227K
Spinnaker Investment Group, LLC 0.05% Reduce -48.0% 1,637 $226K
Addison Advisors LLC 0.05% No change 1,633 $226K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -74.7% 1,633 $226K
Cannon Financial Strategists, Inc. 0.03% New 1,629 $225K
Purkiss Capital Advisors LLC 0.10% No change 1,628 $225K
Point Nemo Capital, LLC 0.15% Add +0.5% 1,618 $224K
Founders Financial Securities LLC 0.01% Reduce -13.4% 1,541 $223K
Oath Planning, LLC 0.20% No change 1,608 $222K
Tacita Capital Inc 0.13% No change 1,608 $222K
Liberty Wealth Management LLC 0.03% Add +0.2% 1,608 $222K
Global Wealth Management Investment Advisory, Inc. 0.03% Reduce -7.6% 1,597 $221K
USAdvisors Wealth Management, LLC 0.07% Add +0.1% 1,634 $219K
JDH Wealth Management, LLC 0.15% Reduce -2.6% 1,578 $218K
MayTech Global Investments, LLC 0.03% Reduce -37.5% 1,572 $218K
Encompass More Asset Management 0.04% Add +8.2% 1,572 $217K
FWG Holdings, LLC 0.08% New 1,552 $217K
Columbia Asset Management 0.04% New 1,570 $217K
Palisade Asset Management, LLC 0.02% No change 1,558 $216K
Connecticut Wealth Management, LLC 0.01% Add +0.1% 1,556 $215K
Tandem Financial, LLC 0.07% Reduce -28.8% 1,550 $214K
FLC Capital Advisors 0.04% New 1,534 $212K
Klingman & Associates, LLC 0.01% No change 1,523 $211K
Lakeridge Wealth Management LLC 0.09% Add +0.1% 1,521 $210K
MPS Loria Financial Planners, LLC 0.06% Add +0.3% 1,510 $209K
Financial Harvest, LLC 0.12% No change 1,510 $209K
Golden Bell Financial Planning LLC 0.17% New 1,509 $209K
Bath Savings Trust Co 0.02% Reduce -1.3% 1,500 $207K
Beaumont Financial Advisors, LLC 0.01% New 1,490 $206K
Roberts Glore & Co. Inc. 0.06% No change 1,489 $206K
OpenArc Corporate Advisory, LLC 0.00% No change 1,481 $205K
E&G Advisors, LLC 0.05% No change 1,480 $205K
Altiora Financial Group, LLC 0.03% New 1,473 $204K
LPWM LLC 0.05% Add +2.4% 1,458 $202K
Values Added Financial LLC 0.08% New 1,455 $201K
HBW Advisory Services LLC 0.02% Add +0.4% 1,452 $201K
QRG Capital Management, Inc. 0.00% New 1,450 $201K
Raffa Wealth Management, LLC 0.03% Add +0.3% 1,418 $196K
Beacon Financial Strategies CORP 0.11% No change 1,406 $194K
3Chopt Investment Partners, LLC 0.04% Add +64.7% 1,398 $193K
Crewe Advisors LLC 0.02% No change 1,388 $192K
Asset Dedication, LLC 0.01% Reduce -9.7% 1,367 $189K
Matrix Trust Co 0.03% Reduce -46.0% 1,342 $186K
Bogart Wealth, LLC 0.01% No change 1,319 $182K
Plante Moran Financial Advisors, LLC 0.01% Reduce -7.2% 1,311 $181K
Geneos Wealth Management Inc. 0.00% Add +4.2% 1,278 $177K
Tidemark, LLC 0.04% No change 1,275 $176K
Rossmore Private Capital 0.02% No change 1,245 $172K
BigSur Wealth Management LLC 0.05% No change 1,240 $172K
Align Financial, LLC 0.10% Reduce -99.3% 1,236 $171K
Tompkins Financial Corp. 0.01% New 1,219 $169K
Prudent Man Investment Management, Inc. 0.06% No change 1,172 $165K
SouthState Bank Corp 0.01% Reduce -3.0% 1,170 $162K
Your Advocates Ltd., LLP 0.05% Add +18.0% 1,143 $158K
Osbon Capital Management LLC 0.13% No change 1,133 $157K
Perkins Coie Trust Co 0.03% No change 1,130 $156K
2UniFi Bank 0.08% Add +3.4% 1,121 $155K
Signature Resources Capital Management, LLC 0.07% No change 1,088 $150K
Godfrey Financial Associates, Inc. 0.13% Reduce -1.3% 1,077 $149K
Topsail Wealth Management, LLC 0.02% No change 1,037 $143K
Petix & Botte Co 0.06% Reduce -50.0% 1,031 $143K
GHP Investment Advisors, Inc. 0.01% Add +3.5% 1,008 $139K
Lazard Asset Management LLC 0.00% Reduce -95.2% 1,349 $139K
TD Capital Management LLC 0.01% Add +0.3% 986 $136K
Smithfield Trust Co 0.01% No change 994 $133K
LRI Investments, LLC 0.01% Add +28.6% 945 $131K
Ameritas Investment Partners, Inc. 0.00% Add +19.9% 916 $127K
Princeton Global Asset Management LLC 0.02% Reduce -77.4% 906 $125K
Center for Financial Planning, Inc. 0.01% Add +15.3% 891 $123K
Truvestments Capital LLC 0.02% No change 873 $121K
Russell Investments Group, Ltd. 0.00% Add +56.4% 862 $119K
TFC Financial Management, Inc. 0.01% Add +0.2% 820 $113K
Entrust Financial LLC 0.07% Add +8.4% 736 $102K
Quest 10 Wealth Builders, Inc. 0.09% Reduce -0.4% 721 $100K
Fairman Group, LLC 0.08% Add +0.1% 717 $99K
Principia Wealth Advisory, LLC 0.06% New 716 $99K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.0% 694 $97K
Robinswood Financial LLC 0.03% Add +12.6% 687 $95K
Glen Eagle Advisors, LLC 0.01% Add +39.6% 641 $89K
Cherry Tree Wealth Management, LLC 0.02% Reduce -9.8% 641 $89K
Abound Wealth Management 0.02% Add +20.2% 602 $83K
Westside Investment Management, Inc. 0.01% Reduce -4.8% 600 $83K
SJS Investment Consulting Inc. 0.01% No change 600 $83K
Qube Research & Technologies Ltd 0.00% Add +7.0% 596 $82K
Towne Trust Company, N.A 0.03% No change 589 $81K
Lanark Financial, Inc. 0.01% Add +14.6% 574 $79K
Daytona Street Capital LLC 0.06% New 1,000 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 559 $77K
Washington Trust Advisors, Inc. 0.01% Add +41.9% 545 $75K
Cornerstone Planning Group LLC 0.01% Reduce -14.2% 489 $74K
Private Wealth Management Group, LLC 0.02% Add +7.9% 535 $74K
Atlantic Private Wealth, LLC 0.05% Add +5.4% 2,371 $71K
Howe & Rusling Inc. 0.00% Add +1.0% 511 $71K
Rossby Financial, LCC 0.01% Reduce -12.3% 480 $67K
Oakworth Capital, Inc. 0.00% No change 481 $67K
10Elms LLP 0.05% Add +68.2% 476 $66K
Rialto Wealth Management, LLC 0.01% Reduce -3.8% 431 $60K
DiNuzzo Private Wealth, Inc. 0.01% No change 425 $59K
Phillips Financial Management, LLC 0.00% No change 422 $58K
Eastern Bank 0.00% No change 420 $58K
Game Plan Financial Advisors, LLC 0.03% Add +134.3% 417 $58K
DHJJ Financial Advisors, Ltd. 0.02% Add +67.5% 412 $57K
Quent Capital, LLC 0.00% Add +0.3% 406 $56K
Medallion Wealth Advisors, LLC 0.02% Reduce -33.0% 396 $55K
North Star Investment Management Corp. 0.00% Add +26.1% 386 $53K
Sfam, LLC 0.05% No change 377 $52K
JDM Financial Group LLC 0.02% No change 377 $52K
BNP Paribas Financial Markets 0.00% Reduce -99.8% 377 $52K
Wolff Wiese Magana LLC 0.03% No change 370 $51K
Glassman Wealth Services 0.01% No change 365 $50K
Country Trust Bank 0.00% No change 359 $50K
Wilmington Savings Fund Society, FSB 0.00% Add +145.4% 351 $49K
Private Wealth Asset Management, LLC 0.01% New 336 $46K
Biltmore Family Office, LLC 0.01% No change 323 $45K
Avion Wealth 0.01% No change 313 $43K
Archer Investment Corp 0.01% Add +12.5% 306 $42K
Bank of New Hampshire 0.01% No change 300 $41K
Godsey & Gibb, Inc. 0.00% No change 292 $40K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.0% 295 $40K
Hazlett, Burt & Watson, Inc. 0.01% No change 284 $39K
Rosenberg Matthew Hamilton 0.01% Reduce -1.9% 265 $37K
MCF Advisors LLC 0.00% Add +133.3% 259 $36K
Webster Bank, N. A. 0.00% No change 256 $35K
City Holding Co. 0.00% Add +238.7% 254 $35K
Pension & Wealth Management Advisors, Inc. 0.01% Add +0.4% 244 $34K
Millstone Evans Group, LLC 0.02% Add +11.9% 244 $34K
Evolution Wealth Management Inc. 0.02% Reduce -30.7% 242 $33K
Proathlete Wealth Management LLC 0.01% Add +3.4% 241 $33K
Strategic Wealth Partners, Ltd. 0.00% Reduce -57.0% 231 $32K
Intentional Wealth Strategies, LLC 0.03% — 223 $31K
Cordgrass Capital Advisors, LLC 0.01% Add +1.0% 210 $29K
Signature Equity Partners, LLC 0.02% No change 209 $29K
Nemes Rush Group LLC 0.00% Add +0.5% 208 $29K
Strategic Advisory Partners, LLC 0.02% New 205 $28K
Morling Financial Advisors, LLC 0.01% Add +2.0% 201 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -20.0% 200 $28K
Meramec Financial Planners, LLC 0.01% Add +106.8% 182 $27K
Cary Street Partners Investment Advisory LLC 0.01% Add +32.4% 196 $27K
Halbert Hargrove Global Advisors, LLC 0.00% No change 189 $26K
Pacific Center for Financial Services 0.01% Add +1.1% 188 $26K
Larson Financial Group LLC 0.00% Add +4.7% 178 $25K
St Germain D J Co. Inc. 0.00% New 175 $24K
NFSG Corp 0.00% Add +0.6% 175 $24K
Root Financial Partners, LLC 0.00% Reduce -1.2% 168 $23K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $23K
Park Place Capital Corp 0.00% No change 160 $22K
TopTier Wealth Management, LLC 0.01% New 159 $22K
Bayban 0.02% No change 155 $21K
Independence Bank of Kentucky 0.00% No change 155 $21K
Hurley Capital, LLC 0.01% Add +50.0% 153 $21K
Horizon Investments, LLC 0.00% Add +100.0% 152 $21K
Salem Investment Counselors Inc. 0.00% New 150 $21K
Aviso Financial Inc. 0.00% No change 150 $21K
Cornerstone National Bank & Trust Co 0.01% No change 135 $19K
CBIZ Investment Advisory Services, LLC 0.00% Add +40.6% 135 $19K
Wiser Advisor Group LLC 0.02% Reduce -8.2% 135 $19K
Financial Freedom, LLC 0.01% No change 121 $17K
Curio Wealth, LLC 0.01% Add +7.3% 118 $16K
WestEnd Advisors, LLC 0.00% Reduce -39.8% 118 $16K
Whittier Trust Co. 0.00% Reduce -94.7% 113 $16K
Bruce G. Allen Investments, LLC 0.01% Add +0.9% 114 $16K
HighMark Wealth Management LLC 0.01% Add +7.6% 113 $16K
Bellevue Asset Management, LLC 0.01% No change 110 $15K
Red Tortoise LLC 0.01% No change 110 $15K
Rexford Capital Inc. 0.01% No change 108 $15K
Darwin Wealth Management, LLC 0.00% Add +0.9% 107 $15K
Costello Asset Management, INC 0.01% New 106 $15K
Parkside Financial Bank & Trust 0.00% Add +53.6% 106 $15K
Gladwyn Financial Advisors, Inc. 0.01% No change 105 $15K
Winch Advisory Services, LLC 0.00% New 102 $14K
Missouri Trust & Investment Co 0.00% No change 100 $14K
Hollencrest Capital Management 0.00% New 100 $14K
PayPay Securities Corp 0.47% Reduce -18.8% 91 $14K
Evermay Wealth Management LLC 0.00% No change 95 $13K
Harbor Investment Advisory, LLC 0.00% New 92 $13K
Friedenthal Financial 0.01% Add +8.5% 89 $12K
ROSS\JOHNSON & Associates LLC 0.20% Add +15.5% 82 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 74 $10K
Global Wealth Strategies & Associates 0.00% New 69 $10K
4Thought Financial Group Inc. 0.00% Add +6.9% 62 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 57 $8K
Miller Capital Partners, Inc. 0.00% No change 55 $8K
Davis Capital Management 0.00% No change 52 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -18.5% 44 $6K
Pillar Financial Advisors, LLC 0.00% Add +7.3% 44 $6K
HM Payson & Co. 0.00% New 37 $5K
Elevated Capital Advisors, LLC 0.00% No change 36 $5K
Crews Bank & Trust 0.00% New 35 $5K
Legacies Wealth LLC 0.00% New 34 $5K
Security National Bank 0.00% New 34 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $5K
Physician Wealth Advisors, Inc. 0.00% No change 33 $5K
Coastline Trust Co 0.00% No change 30 $4K
Westfuller Advisors, LLC 0.00% No change 30 $4K
Bfsg, LLC 0.00% No change 28 $4K
Ascentis Independent Advisors 0.00% New 24 $3K
Gen-Wealth Partners Inc 0.00% Reduce -54.9% 23 $3K
Strive Financial Group ,LLC 0.00% No change 19 $3K
Gold Investment Management Ltd. 0.00% No change 20 $3K
Sunbelt Securities, Inc. 0.00% New 20 $3K
Virtus Advisers, LLC 0.00% Reduce -13.6% 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $2K
Wilkerson Advisory Group LLC 0.00% Reduce -21.7% 18 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 17 $2K
Colonial Trust Advisors 0.00% No change 17 $2K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $2K
Hantz Financial Services, Inc. 0.00% Reduce -94.9% 11 $2K
Bell Investment Advisors, Inc 0.00% No change 14 $2K
Aspect Partners, LLC 0.00% New 13 $2K
First Horizon Corp. 0.00% No change 13 $2K
Wealth Science Advisors LLC 0.00% New 10 $1K
Legacy Wealth Managment, LLC 0.00% No change 9 $1K
Dynamic Wealth Strategies, LLC 0.00% No change 8 $1K
Nvwm, LLC 0.00% Add +40.0% 7 $1K
Quaker Wealth Management, LLC 0.00% Reduce -53.3% 7 $969
Front Row Advisors LLC 0.00% No change 7 $968
Vermillion Wealth Management, Inc. 0.00% New 6 $830
1620 Investment Advisors, Inc. 0.00% No change 5 $692
Albion Financial Group 0.00% No change 3 $430
Main Street Group, LTD 0.00% New 1 $138
Atwood & Palmer Inc. 0.00% No change 1 $137

"% of holder's portfolio" is VT's weight in each manager's 13F, not the share of Vanguard Tot World STK ETF the manager owns.