Vanguard Tot World STK ETFVTETF

13F holders, Q2 2026 (June 30)
1,320holders +83
135new positions
49sold out
6famous investors
$156.42avg. 13F price*

At the end of Q2 2026, 1,320 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 83 from Q1 2026. 135 opened new positions and 49 sold out. The largest holders were Rakuten Investment Management, Inc. ($2.4B), Morgan Stanley ($1.7B) and Cambridge Associates LLC /Ma/ ($1.4B). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions135$329.7M
Exits49$51.6M

All 13F filers, Q1 2026 → Q2 2026: 12,970,418 shares bought and 27,822,195 shares sold, net −14,851,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,320 holders

Rakuten Investment Management, Inc. 6.86% Reduce -50.8% 15,258,597 $2.4B
Morgan Stanley 0.09% Add +20.9% 10,646,703 $1.7B
Cambridge Associates LLC /Ma/ 20.46% Add +4.9% 9,031,741 $1.4B
Bank of America Corp. 0.05% Reduce -0.7% 5,330,835 $836.7M
UBS Group AG 0.12% Add +3.5% 4,833,679 $758.6M
Schroder Investment Management Group 0.33% Reduce -0.5% 2,970,012 $462.8M
Royal Bank of Canada 0.07% Add +12.3% 2,589,027 $406.3M
Northern Trust Corp. 0.05% Add +0.3% 2,491,748 $391.1M
Northwestern Mutual Wealth Management Co. 0.20% Add +1.4% 2,343,448 $367.8M
Brandywine Trust Co. 53.26% Add +1.6% 2,106,020 $330.5M
Envestnet Asset Management Inc. 0.08% Reduce -49.0% 2,099,070 $329.1M
Angeles Wealth Management, LLC 10.88% Add +2.9% 1,515,162 $237.8M
Jane Street Group, LLC 0.14% Reduce -61.1% 1,400,111 $219.7M
SCS Capital Management LLC 2.07% Add +13.2% 1,394,823 $218.9M
Global Endowment Management, LP 21.18% Add +30.7% 1,331,484 $209.0M
Alliancebernstein L.P. 0.07% Add +0.2% 1,481,252 $204.9M
LPL Financial LLC 0.04% Add +3.6% 1,263,760 $198.3M
Wells Fargo & Company 0.03% Add +3.6% 1,243,489 $195.2M
Permanent Capital Management, LP 24.39% Add +80.4% 1,160,445 $182.1M
Rockefeller Capital Management L.P. 0.27% Add +12.5% 1,126,075 $176.7M
Brown Advisory Inc. 0.24% Reduce -3.0% 994,218 $156.0M
Bessemer Group Inc. 0.21% Add +309.4% 967,468 $151.8M
Vernal Point Advisors, LLC 50.59% Add +4.6% 954,731 $149.8M
Cetera Investment Advisers 0.14% Add +11.9% 948,998 $148.9M
US Bancorp \de 0.16% Reduce -79.2% 946,099 $148.5M
DC Investments Management, LLC 46.96% Reduce -0.9% 877,390 $137.7M
Cerity Partners OCIO LLC 6.96% Add +4.3% 876,239 $137.5M
Raymond James Financial Inc. 0.04% Reduce -0.4% 832,433 $130.7M
Cresset Asset Management, LLC 0.47% Add +3.1% 815,552 $128.0M
Nepc LLC 2.35% Reduce -9.2% 800,713 $125.7M
SBI Securities Co., Ltd. 2.83% Add +0.2% 793,845 $124.6M
Quantinno Capital Management LP 0.14% Reduce -31.5% 756,025 $118.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -3.0% 752,555 $118.1M
Zhang Financial LLC 3.39% Add +2.2% 739,897 $116.1M
Barings LLC 2.14% Reduce -15.4% 732,779 $115.0M
Mariner, LLC 0.11% Reduce -9.2% 701,429 $109.6M
Allianz Asset Management GmbH 0.10% Add +19.5% 677,714 $106.4M
Ameriprise Financial Inc. 0.02% Reduce -2.0% 664,465 $104.3M
Jones Financial Companies LLLP 0.04% Add +35.9% 676,102 $104.1M
OneDigital Investment Advisors LLC 0.86% Add +24.5% 646,457 $101.5M
Cerity Partners LLC 0.12% Add +2.2% 630,139 $98.9M
Wind River Trust Co 33.00% Reduce -0.7% 622,577 $97.7M
Goldman Sachs Group Inc. 0.01% Add +9.9% 615,494 $96.6M
HighTower Advisors, LLC 0.09% Add +2.9% 612,064 $96.1M
Partners Capital Investment Group, LLP 3.36% Add +22.9% 606,900 $95.3M
Tiff Advisory Services, LLC 23.16% Reduce -2.0% 601,770 $94.4M
Corient Private Wealth LP 0.13% Reduce -9.2% 595,684 $93.5M
Sageworth Trust Co 3.51% Reduce -1.2% 568,189 $89.2M
Alta Advisers Ltd 19.99% Add +14.6% 561,916 $88.2M
JPMorgan Chase & Co. 0.01% Add +13.9% 565,546 $88.1M
MAI Capital Management 0.32% Add +1361.5% 540,619 $84.9M
NewEdge Advisors, LLC 0.25% Add +146.2% 530,329 $83.2M
Prudential PLC 0.52% Add +14.3% 497,700 $78.1M
Diversify Advisory Services, LLC 1.26% New 484,457 $74.8M
Diversify Wealth Management, LLC 1.26% Reduce -0.5% 484,457 $74.8M
Bleakley Financial Group, LLC 0.94% Reduce -3.1% 472,232 $74.1M
Bank Julius Baer & Co. Ltd, Zurich 0.19% Add +202.6% 465,202 $73.0M
Inscription Capital, LLC 6.45% Reduce -0.3% 463,586 $72.8M
TLT Family Holdco ULC 10.06% No change 451,000 $70.8M
Commonwealth Equity Services, LLC 0.09% Add +2.8% 448,786 $70.4M
Focus Partners Wealth 0.07% Add +12.6% 447,498 $70.2M
Fort Washington Investment Advisors Inc. 0.35% No change 439,739 $69.0M
3EDGE Asset Management, LP 2.95% Add +12.9% 421,666 $66.2M
Creative Planning 0.04% Add +10.4% 416,213 $65.3M
Laird Norton Wetherby Trust Company, LLC 1.20% Add +9.1% 399,362 $62.7M
BIP Wealth, LLC 1.76% Add +4.4% 395,865 $62.1M
Yarbrough Capital, LLC 1.83% No change 390,377 $61.3M
Jasper Ridge Partners, L.P. 1.30% Add +199.5% 389,261 $61.1M
Truist Financial Corp. 0.07% Add +1.6% 385,176 $60.5M
Sollinda Capital Management LLC 12.44% New 371,259 $58.3M
MML Investors Services, LLC 0.11% Add +21.0% 353,287 $55.4M
Osaic Holdings, Inc. 0.06% Add +42.9% 348,399 $54.7M
Brighton Jones LLC 0.99% Add +3.7% 340,759 $53.5M
University of Chicago 12.31% Add +17.3% 329,142 $51.7M
Bernzott Capital Advisors 20.12% Add +204.9% 320,364 $50.3M
Evelyn Partners Group Ltd 0.83% — 363,966 $48.0M
Threadgill Financial, LLC 19.05% Add +8.7% 294,150 $46.2M
Prentice Wealth Management LLC 9.16% Add +0.0% 282,712 $44.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -1.4% 273,233 $42.9M
Clearstead Advisors, LLC 0.40% Add +49.6% 266,632 $41.8M
Madrone Advisors, LLC 2.89% Reduce -65.8% 256,758 $40.3M
WJ Interests, LLC 14.64% Reduce -19.5% 241,990 $38.0M
Stifel Financial Corp. 0.03% Add +35.1% 238,938 $37.5M
Amitell Capital Pte Ltd 34.05% Add +20.0% 237,233 $37.2M
FSM Wealth Advisors, LLC 3.94% Add +5.2% 234,194 $36.8M
&partners 0.15% Add +10.2% 233,927 $36.7M
Bank of New York Mellon Corp 0.01% Add +14.5% 230,327 $36.1M
Simon Quick Advisors, LLC 1.46% Reduce -6.2% 229,914 $36.1M
Accredited Investors Inc. 1.53% Reduce -0.1% 225,134 $35.3M
Topor & Co. Korea 27.48% Reduce -1.7% 222,075 $34.9M
Proficio Capital Partners LLC 1.24% Add +7.0% 220,660 $34.6M
Ethos Financial Group, LLC 2.31% Reduce -5.4% 226,605 $34.5M
Retirement Capital Strategies 11.87% Reduce -0.1% 217,779 $34.2M
Lockheed Martin Investment Management Co. 1.35% Reduce -80.2% 217,500 $34.1M
Cambridge Investment Research Advisors, Inc. 0.08% Add +5.7% 215,253 $33.8M
Fisher Asset Management 0.01% Add +8.9% 212,393 $33.3M
Sivia Capital Partners, LLC 4.00% Add +136.0% 209,722 $32.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -13.4% 209,500 $32.9M
Mesirow Financial Investment Management, Inc. 0.52% Add +1.6% 209,158 $32.8M
Pictet North America Advisors SA 2.86% Add +943.2% 206,524 $32.4M
Mather Group, Llc. 0.28% Reduce -0.3% 206,498 $32.4M
Compass Advisory Group LLC 7.62% Add +1.6% 204,196 $32.0M
GoalFusion Wealth Management, LLC 12.79% Add +0.5% 201,849 $31.7M
Wealthfront Advisers LLC 0.06% Add +15.5% 192,757 $30.3M
Fifth Third Bancorp 0.05% Reduce -3.6% 185,138 $29.1M
Coldstream Capital Management Inc. 0.36% Reduce -3.1% 184,149 $28.9M
Kestra Advisory Services, LLC 0.09% Add +271.8% 181,367 $28.5M
Mercer Global Advisors Inc. 0.04% Add +10.9% 180,212 $28.3M
Addison Capital Co 4.61% Reduce -3.1% 179,388 $28.2M
Laurel Oak Wealth Management, LLC 4.10% Add +23.8% 179,208 $28.1M
Wealth Architects, LLC 2.11% Add +0.3% 169,856 $26.7M
Sterling Capital Management LLC 0.45% Add +148.0% 167,395 $26.3M
Farther Finance Advisors, LLC 0.20% Add +213.0% 166,078 $26.1M
FMR LLC 0.00% Add +11.7% 165,587 $26.0M
BlackRock, Inc. 0.00% Reduce -39.7% 165,271 $25.9M
Heritage Wealth Advisors 0.89% Reduce -0.1% 164,556 $25.8M
Moneta Group Investment Advisors LLC 0.18% Add +1.3% 157,056 $24.6M
Intelligent Financial Strategies 11.77% No change 155,814 $24.5M
Wealthspire Advisors, LLC 0.13% Reduce -3.9% 153,843 $24.1M
Coyle Financial Counsel LLC 4.24% Add +2.1% 147,778 $23.2M
Weil Company, Inc. 4.05% Reduce -2.7% 146,597 $23.0M
Summit Trail Advisors, LLC 0.29% Reduce -26.0% 144,882 $22.7M
Lido Advisors, LLC 0.08% Reduce -9.6% 142,949 $22.4M
Evanson Financial, LLC 1.06% — 137,643 $21.6M
Highland Investment Advisors LLC 9.32% — 136,137 $21.4M
AA Financial Advisors, LLC 2.53% Add +3.1% 134,235 $21.1M
Smartleaf Asset Management LLC 0.68% No change 134,512 $21.0M
Goldstone Financial Group, LLC 1.86% Add +117.6% 129,961 $20.4M
Benjamin Edwards Inc. 0.19% Add +18.5% 129,762 $20.4M
Hoge Financial Services, LLC 9.48% Reduce -0.7% 126,119 $19.8M
Glenmede Trust Co. NA 0.09% Reduce -23.3% 125,422 $19.7M
Gotham Asset Management 0.04% Add +6.0% 123,122 $19.3M
Capital Group Private Client Services, Inc. 0.27% Add +50.5% 123,105 $19.3M
Red Wave Investments LLC 4.79% Add +3.0% 120,028 $18.8M
Consilio Wealth Advisors, LLC 4.46% Add +2.2% 118,589 $18.6M
Stratos Wealth Advisors, LLC 1.02% Reduce -4.3% 118,306 $18.6M
Stonehage Fleming Financial Services Holdings Ltd 0.63% Add +32.2% 116,870 $18.3M
Bank of Nova Scotia 0.03% Add +225.9% 116,560 $18.3M
Beacon Pointe Advisors, LLC 0.09% Reduce -1.0% 116,475 $18.3M
New England Private Wealth Advisors LLC 1.76% Add +1.6% 116,064 $18.2M
Vanguard National Trust Co 0.98% No change 114,948 $18.0M
Basecamp Wealth Advisors LLC 3.35% Reduce -2.4% 114,837 $18.0M
Systelligence, LLC 3.01% Reduce -4.3% 114,772 $18.0M
Loomis Sayles & Co. L P 0.02% New 113,750 $17.9M
Rathbones Group PLC 0.07% Reduce -3.2% 113,149 $17.8M
Natixis Advisors, LLC 0.02% Reduce -23.3% 108,515 $17.0M
Three Bridge Wealth Advisors, LLC 4.22% Add +1.8% 107,297 $16.8M
M&T Bank Corp 0.05% Reduce -1.0% 106,426 $16.7M
DORVAL Corp 4.77% Add +0.7% 105,575 $16.6M
Choate Investment Advisors 0.29% Add +6.6% 105,217 $16.5M
Angeles Investment Advisors, LLC 0.99% New 105,055 $16.5M
Foster Group, Inc. 0.43% Add +1.4% 104,036 $16.3M
GeoWealth Management, LLC 0.51% Add +127.2% 103,620 $16.3M
Robertson Stephens Wealth Management, LLC 0.40% Add +0.1% 103,437 $16.2M
BBR Partners, LLC 0.76% Add +93.5% 103,368 $16.2M
Vontobel Holding Ltd. 0.05% No change 102,744 $16.1M
NewEdge Wealth, LLC 0.16% Add +5.9% 101,566 $15.9M
Nest Investments, LLC 12.01% Reduce -4.0% 100,723 $15.8M
Disciplina Capital Management LLC 1.62% Add +9.7% 99,687 $15.6M
Choreo, LLC 0.17% Add +6.0% 99,636 $15.6M
Marex Group Ltd 0.12% Add +2.9% 99,561 $15.6M
Long Island Wealth Management, Inc. 6.43% Reduce -0.3% 99,194 $15.6M
South Dakota Investment Council 0.26% New 97,932 $15.4M
Fi3 FINANCIAL ADVISORS, LLC 3.63% Add +907.6% 41,008 $15.2M
Orcam Financial Group 7.31% Add +2.5% 95,303 $15.0M
Park Edge Advisors, LLC 3.13% New 93,653 $14.7M
Bank of Montreal 0.01% Add +3.0% 92,835 $14.6M
Fourpath Capital Management, LLC 1.91% New 92,563 $14.5M
Bridgewater Advisors Inc. 0.78% Reduce -7.5% 91,077 $14.4M
Proffitt & Goodson Inc. 1.94% Add +1831.6% 89,779 $14.1M
McKinley Carter Wealth Services, Inc. 0.73% Add +12.4% 89,697 $14.1M
Stephens Inc. 0.16% Add +3.0% 89,263 $14.0M
Aspen Grove Capital, LLC 2.01% Add +2.2% 88,904 $14.0M
Clear Creek Financial Management, LLC 0.90% New 88,898 $14.0M
Private Advisor Group, LLC 0.06% Reduce -45.2% 88,828 $13.9M
HB Wealth Management, LLC 0.08% Reduce -12.9% 88,358 $13.9M
Sarasin & Partners LLP 0.16% Add +64.1% 88,310 $13.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +24.0% 86,658 $13.7M
Pathstone Holdings, LLC 0.04% Add +9.8% 87,030 $13.7M
Lighthouse Investment Partners, LLC 0.42% No change 86,830 $13.6M
Leavell Investment Management, Inc. 0.50% Reduce -2.7% 86,803 $13.6M
Oxford Financial Group, LTD. LLC 0.68% Reduce -9.6% 85,197 $13.4M
Sequoia Financial Advisors, LLC 0.07% Add +2.0% 84,429 $13.3M
NYL Investors LLC 5.06% Add +4.2% 84,150 $13.2M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -66.2% 83,215 $13.1M
Waverly Advisors, LLC 0.07% Add +5.8% 81,747 $12.8M
Okabena Investment Services Inc. 2.25% Add +8.9% 80,367 $12.6M
Bernardo Wealth Planning LLC 2.15% Add +3801.0% 80,088 $12.6M
WBH Advisory Inc. 0.84% Reduce -1.0% 79,947 $12.5M
Pacific Park Financial, Inc. 7.10% Reduce -31.6% 77,957 $12.2M
Frisch Financial Group, Inc. 2.10% Reduce -8.7% 77,814 $12.2M
Seldon Capital LP 3.71% No change 75,547 $11.9M
Joel Isaacson & Co., LLC 0.34% Add +4.3% 74,448 $11.7M
Renaissance Technologies 0.02% Add +408.3% 73,700 $11.6M
Sanctuary Advisors, LLC 0.05% Add +22.3% 72,923 $11.4M
United Capital Financial Advisors, LLC 0.06% Reduce -1.7% 72,017 $11.3M
Capital Investment Advisory Services, LLC 0.69% Add +3358.8% 71,112 $11.2M
Moody National Bank Trust Division 0.92% New 71,065 $11.2M
Seven Post Investment Office LP 3.13% Add +0.1% 70,182 $11.0M
Compass Ion Advisors, LLC 0.95% Reduce -6.1% 70,059 $11.0M
Wedmont Private Capital 0.30% Add +17.5% 69,490 $11.0M
AQR Capital Management 0.00% Add +24.3% 69,616 $10.9M
Vise Technologies, Inc. 0.12% Add +387.5% 69,515 $10.9M
Concurrent Investment Advisors, LLC 0.09% Add +2.8% 68,744 $10.8M
Cibc World Market Inc. 0.02% Add +30.4% 66,317 $10.4M
FAS Wealth Partners, Inc. 0.54% Add +34.9% 66,101 $10.4M
Empowered Funds, LLC 0.05% Reduce -11.8% 65,808 $10.3M
Belpointe Asset Management LLC 0.33% Reduce -0.5% 64,804 $10.2M
SYM FINANCIAL Corp 0.81% Reduce -0.2% 64,497 $10.1M
Financial Symmetry Inc 3.36% Reduce -0.9% 64,183 $10.1M
Atria Investments, Inc 0.10% Add +189.0% 63,842 $10.0M
Lakewood Asset Management LLC 5.50% Add +18.5% 63,816 $10.0M
Stratos Wealth Partners, LTD. 0.10% Reduce -3.0% 63,050 $9.9M
Captrust Financial Advisors 0.02% Add +1.4% 62,824 $9.9M
Heritage Investment Group, Inc. 1.32% Add +9.8% 62,652 $9.8M
St. Louis Trust Co 1.12% Reduce 0.0% 140,921 $9.8M
PDS Planning, Inc 0.57% Add +0.6% 62,272 $9.8M
Venture Visionary Partners LLC 0.27% Add +47.8% 61,827 $9.7M
Waldron Private Wealth LLC 0.34% Add +0.9% 61,780 $9.7M
Mutual Advisors, LLC 0.18% Add +86.5% 61,627 $9.7M
Boxwood Ventures, Inc. 5.76% Add +134.6% 61,434 $9.6M
Nisa Investment Advisors, LLC 0.03% No change 60,988 $9.6M
49 Wealth Management, LLC 1.80% New 60,197 $9.4M
Alongside, LLC 1.80% — 60,197 $9.4M
Betterment LLC 0.02% Add +22.1% 59,766 $9.4M
Walter & Keenan Wealth Management LLC /in/ 2.31% Reduce -1.9% 59,518 $9.3M
University of Texas/Texas Am Investment Management Co. 1.08% Add +113.5% 59,342 $9.3M
Westmount Partners, LLC 2.04% Add +5.8% 59,056 $9.3M
Rwa Wealth Partners, LLC 0.09% Add +2.1% 59,026 $9.3M
Elevation Point Wealth Partners, LLC 0.17% Reduce -75.2% 57,703 $9.1M
Banco Santander, S.A. 0.06% Reduce -0.3% 57,064 $9.0M
American National Bank of Texas 8.15% Reduce -2.0% 56,920 $8.9M
Merit Financial Group, LLC 0.06% Add +0.5% 56,802 $8.9M
Fiduciary Trust Co 0.10% Reduce -0.3% 56,050 $8.8M
Integrated Wealth Concepts LLC 0.06% Add +7.9% 55,724 $8.7M
Atlas Capital Advisors Inc. 0.95% Add +1.1% 55,587 $8.7M
Perigon Wealth Management, LLC 0.14% Add +13.1% 55,277 $8.7M
Cullen/Frost Bankers, Inc. 0.08% Add +1.1% 54,323 $8.5M
Twin Focus Capital Partners, LLC 0.87% Add +10.2% 54,226 $8.5M
Bernicke Wealth Management, Ltd. 0.98% Reduce -0.6% 53,541 $8.4M
Bluespring Wealth Management, LLC 0.16% Add +35.0% 53,515 $8.4M
Investments & Financial Planning, LLC 3.96% Reduce -0.3% 53,265 $8.4M
NWF Advisory Services Inc. 0.77% Add +4.0% 52,234 $8.2M
Fifth Third Securities, Inc. 0.46% Add +1.0% 51,780 $8.1M
Sovran Advisors, LLC 0.60% Add +2.0% 52,434 $8.1M
Apollon Wealth Management, LLC 0.10% Add +10.1% 51,517 $8.1M
Gateway Wealth Partners, LLC 0.47% Reduce -34.3% 49,900 $7.8M
Janney Montgomery Scott LLC 0.02% Add +1.5% 49,877 $7.8M
Valeo Financial Advisors, LLC 0.17% Add +5.2% 49,863 $7.8M
Dorsey & Whitney Trust CO LLC 0.38% Reduce -1.2% 49,705 $7.8M
Citigroup Inc. 0.00% Reduce -6.4% 48,693 $7.6M
Vantage Point Financial LLC 2.33% Add +1636.3% 48,599 $7.6M
Old Second National Bank of Aurora 1.41% Reduce -4.2% 47,643 $7.5M
Valmark Advisers, Inc. 0.08% Add +4.0% 47,172 $7.4M
Ieq Capital, LLC 0.03% Reduce -12.5% 47,166 $7.4M
Equitable Holdings, Inc. 0.04% Add +18.1% 47,119 $7.4M
Apella Capital, LLC 0.10% Reduce -18.3% 46,749 $7.3M
Harbour Investments, Inc. 0.10% Reduce -0.2% 45,917 $7.2M
Ironwood Financial, llc 1.12% Add +9.2% 46,094 $7.2M
EverSource Wealth Advisors, LLC 0.24% Add +1.3% 45,585 $7.2M
Diversified Trust Co. 0.11% Add +23.1% 45,540 $7.1M
Harpswell Capital Advisors, LLC 4.49% Add +3.3% 44,580 $7.0M
Clear Street Group Inc. 0.02% Add +618.4% 44,449 $7.0M
Parallel Advisors, LLC 0.11% Add +26.9% 44,425 $7.0M
Wealth Management Nebraska 0.62% Reduce -26.6% 44,203 $6.9M
Barry Investment Advisors, LLC 1.45% Reduce -18.7% 44,056 $6.9M
ICONIQ Capital, LLC 0.20% Reduce -1.6% 44,050 $6.9M
Ancora Advisors LLC 0.13% Add +4.5% 43,665 $6.9M
Steward Partners Investment Advisory, LLC 0.03% Add +4.3% 43,420 $6.8M
Donor Advised Charitable Giving, Inc. 0.15% No change 43,400 $6.8M
Centaurus Financial, Inc. 0.26% Add +1368.3% 42,830 $6.7M
Myecfo, LLC 2.53% Reduce -21.3% 42,740 $6.7M
Fortis Group Advisors, LLC 1.06% Add +78.4% 42,390 $6.7M
Breakwater Investment Management 2.24% Reduce -1.6% 41,885 $6.6M
Envestnet Portfolio Solutions, Inc. 0.03% Add +0.5% 41,754 $6.6M
Caprock Group, LLC 0.12% Add +5.3% 41,331 $6.5M
Arbor Investment Advisors, LLC 0.73% Reduce -0.7% 41,321 $6.5M
Security National Bank of So Dak 2.97% Reduce -1.0% 40,990 $6.4M
EP Wealth Advisors, LLC 0.02% Add +81.1% 40,904 $6.4M
Cura Wealth Advisors, LLC 2.72% Add +0.9% 40,637 $6.4M
Pinnacle Financial Partners, Inc. 0.04% Add +0.7% 40,340 $6.3M
Blair William & Co. 0.02% Reduce -2.7% 40,067 $6.3M
Arkadios Wealth Advisors 0.10% Add +1.5% 39,900 $6.3M
Catalyst Investment Management LLC 5.60% Add +28.4% 39,295 $6.2M
Silver Coast Investments LLC 1.83% Add +16.1% 39,123 $6.1M
Kingsview Wealth Management, LLC 0.07% Reduce -5.2% 38,955 $6.1M
Northstar Group, Inc. 0.81% Reduce -0.3% 38,729 $6.1M
Planning Directions Inc. 2.79% Reduce -0.4% 38,436 $6.0M
NavPoint Financial, Inc. 2.22% Add +2.7% 38,209 $6.0M
Secure Asset Management, LLC 0.84% Reduce -41.0% 38,058 $6.0M
First Financial Bankshares Inc 0.11% No change 37,793 $5.9M
VVR Holdings LLC 2.56% Reduce -4.0% 37,652 $5.9M
WESPAC Advisors, LLC 2.85% Add +1309.6% 37,241 $5.8M
Hegarty Advisors, LLC 4.01% Add +0.3% 37,108 $5.8M
Intergy Private Wealth, LLC 1.34% Reduce -28.1% 36,848 $5.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.91% Reduce -1.8% 36,714 $5.8M
SummitTX Capital, L.P. 0.15% Reduce -66.1% 36,028 $5.7M
Baker Ellis Asset Management LLC 0.58% Reduce -0.1% 35,577 $5.6M
Studio Investment Management LLC 0.94% Reduce -7.9% 35,472 $5.6M
Axxcess Wealth Management, LLC 0.09% New 35,164 $5.5M
Numerai GP LLC 0.45% Reduce -3.7% 35,083 $5.5M
Noble Wealth Partners LLC 4.74% — 34,761 $5.5M
Ballentine Partners, LLC 0.07% Add +433.7% 34,539 $5.4M
Novak & Powell Financial Services, Inc. 2.55% Reduce -0.6% 34,457 $5.4M
XY Planning Network, Inc. 0.68% Reduce -4.6% 34,309 $5.4M
Manchester Capital Management LLC 0.70% Reduce -0.9% 34,119 $5.4M
Howard Wealth Management, LLC 1.98% Reduce -2.0% 34,061 $5.3M
Affiance Financial, LLC 0.76% Add +0.3% 33,815 $5.3M
Ritholtz Wealth Management 0.08% Add +4.3% 33,735 $5.3M
Royal Fund Management, LLC 0.44% Add +6.6% 33,695 $5.3M
Snowden Capital Advisors LLC 0.12% Reduce -1.8% 33,569 $5.3M
First Pacific Advisors, LP 0.07% Add +25.6% 33,151 $5.2M
IMA Advisory Services, Inc. 0.32% Add +1005.6% 33,012 $5.2M
Greenline Partners, LLC 0.52% Add +0.1% 32,660 $5.1M
Galilei Investment Office LLP 2.35% Reduce -11.7% 32,623 $5.1M
Mayflower Financial Advisors, LLC 0.43% Reduce -1.4% 31,884 $5.0M
Kintra Wealth, LLC 0.26% Reduce -32.1% 30,599 $5.0M
J.W. Cole Advisors, Inc. 0.09% New 31,654 $5.0M
Citizens Financial Group Inc. 0.06% Add +0.5% 31,627 $5.0M
Empire Life Investments Inc. 0.28% Add +9.7% 31,600 $5.0M
Van Cleef Asset Management,Inc 0.50% No change 31,472 $4.9M
Endowment Wealth Management, Inc. 1.90% Add +0.8% 31,316 $4.9M
Optivise Advisory Services LLC 2.48% New 31,101 $4.9M
LongView Wealth Management 1.25% Add +0.4% 31,043 $4.9M
Modera Wealth Management, LLC 0.05% Reduce -3.4% 30,933 $4.9M
Capital International Investors 0.00% Reduce -2.2% 30,896 $4.8M
Blueprint Financial Advisors LLC 0.52% Add +16.2% 29,924 $4.7M
Blueprint Investment Partners LLC 0.39% Add +16.2% 29,924 $4.7M
SilverOak Wealth Management LLC 0.58% Add +0.5% 28,625 $4.5M
River Street Advisors LLC 1.32% Add +1.3% 28,493 $4.5M
Manchester Financial Inc. 0.79% Reduce -2.8% 28,344 $4.4M
Meitav Investment House Ltd. 0.03% New 28,071 $4.4M
Chilton Investment Co. Inc. 0.11% No change 28,047 $4.4M
Salomon & Ludwin, LLC 0.36% Reduce -0.3% 28,160 $4.4M
Ariel Investments 0.04% Add +180.4% 27,941 $4.4M
Windsor Advisory Group, LLC 3.13% Add +6.2% 27,435 $4.3M
UMB Bank, n.a. 0.05% No change 27,309 $4.3M
Assetmark, Inc. 0.01% Add +127.5% 27,303 $4.3M
Fort Point Capital Partners LLC 0.45% Add +55.9% 26,953 $4.2M
Neumann Capital Management, LLC 2.79% Add +1.7% 26,908 $4.2M
Savant Capital, LLC 0.01% Add +78.3% 28,346 $4.2M
Greenspring Advisors, LLC 0.23% Reduce -0.1% 26,662 $4.2M
Wealthcare Advisory Partners LLC 0.08% Add +5.3% 26,527 $4.2M
Seamount Financial Group Inc. 1.67% Add +0.6% 26,357 $4.1M
Allworth Financial LP 0.02% Reduce -8.4% 26,224 $4.1M
Ridgewood Investments LLC 1.53% Reduce -1.6% 26,088 $4.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -25.2% 26,040 $4.1M
Equity Investment Corp. 0.08% Reduce -19.6% 26,012 $4.1M
Curi Capital, LLC 0.06% Add +15.9% 25,875 $4.1M
Kingswood Wealth Advisors, LLC 0.16% Add +0.4% 25,870 $4.1M
Sagespring Wealth Partners, LLC 0.06% Add +4.5% 25,581 $4.0M
Compass Capital Corp. /Ma/ 1.30% Reduce -4.9% 24,694 $4.0M
Ridgepath Capital Management LLC 1.73% Add +1377.3% 25,040 $3.9M
Strategic Family Wealth Counselors, L.L.C. 0.91% Add +16.0% 25,031 $3.9M
Scotia Capital Inc. 0.01% Reduce -7.9% 24,558 $3.9M
Insigneo Advisory Services, LLC 0.14% Add +0.3% 24,536 $3.9M
Lavelle Capital LP 1.95% Add +0.2% 24,485 $3.8M
Lynx Investment Advisory 1.26% Add +1354.3% 24,446 $3.8M
Tanager Wealth Management LLP 0.33% Reduce -2.5% 24,297 $3.8M
Wilson & Boucher Capital Management, LLC 2.21% Add +2.9% 23,993 $3.8M
Forum Finance Group S.A. 1.33% Add +36.4% 29,231 $3.7M
IFP Advisors, Inc 0.07% Add +367.0% 23,436 $3.7M
South Shore Capital Advisors 2.45% Add +0.2% 23,348 $3.7M
Aspiring Ventures, LLC 0.97% Add +0.0% 23,318 $3.7M
Portside Wealth Group, LLC 0.43% Add +33.4% 23,288 $3.7M
Freestone Capital Holdings, LLC 0.09% Add +28.4% 23,165 $3.6M
Asset Management Group, Inc. 0.53% Add +4.7% 23,125 $3.6M
Ameliora Wealth Management Ltd. 1.08% Reduce -5.9% 23,111 $3.6M
Stokes Family Office, LLC 0.42% Reduce -32.5% 23,095 $3.6M
Financial Plan, Inc. 0.34% Reduce -1.9% 22,679 $3.6M
Independent Financial Group, LLC 0.07% Add +5.4% 22,567 $3.5M
BSW Wealth Partners 0.39% Add +4.6% 22,524 $3.5M
Allie Family Office LLC 1.30% Reduce -9.1% 22,090 $3.5M
Signaturefd, LLC 0.05% Reduce -2.9% 22,305 $3.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -8.2% 22,279 $3.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -3.0% 22,268 $3.5M
GC Wealth Management RIA, LLC 0.20% Reduce -7.0% 21,935 $3.4M
Cutler Investment Counsel LLC 0.32% Add +8.6% 21,859 $3.4M
Destiny Wealth Partners, LLC 0.48% Reduce -48.0% 21,998 $3.4M
Ameritas Advisory Services, LLC 0.07% Add +589.2% 21,717 $3.4M
Bangor Savings Bank 0.25% No change 21,500 $3.4M
Well Done, LLC 0.45% Add +15.2% 21,245 $3.3M
Franklin Resources Inc. 0.00% No change 21,210 $3.3M
Coston, McIsaac & Partners 0.67% Reduce -1.8% 21,131 $3.3M
Midwestern Financial, LLC 2.29% Add +0.3% 20,796 $3.3M
AlphaCore Capital LLC 0.06% Add +4.8% 20,776 $3.3M
VestGen Advisors, LLC 0.10% No change 20,602 $3.2M
Cogent Private Wealth, Inc. 2.02% Reduce -27.2% 20,587 $3.2M
D.A. Davidson & Co. 0.02% Add +26.2% 20,534 $3.2M
Fiducient Advisors LLC 0.46% Reduce -17.1% 20,411 $3.2M
Gladstone Institutional Advisory LLC 0.10% Add +7.5% 20,402 $3.2M
Investment Counsel Co. of Nevada 5.98% New 20,400 $3.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.18% New 20,300 $3.2M
Permanens Capital L.P. 0.33% New 20,200 $3.2M
Luminist Capital LLC 3.57% New 20,139 $3.2M
Murphy & Mullick Capital Management Corp 1.96% Add +7.5% 20,094 $3.2M
Innealta Capital, LLC 1.67% No change 19,879 $3.1M
Symmetry Partners, LLC 0.16% Reduce -1.3% 19,871 $3.1M
Prime Buchholz LLC 1.12% Reduce -76.4% 19,773 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +25.1% 19,484 $3.1M
Ashford Advisors, LLC 0.63% Add +25.0% 19,463 $3.1M
Bailard, Inc. 0.06% Add +0.0% 19,356 $3.0M
Sowell Financial Services LLC 0.10% Add +0.9% 19,262 $3.0M
Bank Hapoalim BM 0.21% Add +3.2% 19,179 $3.0M
Strategic Blueprint, LLC 0.15% Reduce -1.2% 19,033 $3.0M
Creekside Partners 1.07% Add +0.1% 18,862 $3.0M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -0.3% 18,457 $2.9M
Millennium Management 0.00% Reduce -66.8% 18,400 $2.9M
TD Waterhouse Canada Inc. 0.01% Add +27.8% 18,458 $2.9M
Investment Planning Advisors, Inc. 0.66% Add +3.8% 18,206 $2.9M
World Investment Advisors 0.05% Add +0.2% 20,611 $2.9M
Chicago Partners Investment Group LLC 0.06% Add +8.8% 18,386 $2.8M
Xcelsior Advisor Partners LLC 0.37% Add +1.8% 17,996 $2.8M
Neuberger Berman Group LLC 0.00% Add +4.4% 17,958 $2.8M
Hartmann Taylor Wealth Management, LLC 1.86% Reduce -0.6% 20,366 $2.8M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Reduce -0.7% 17,676 $2.8M
Spire Wealth Management 0.08% Add +13.6% 17,515 $2.7M
Eagle Rock Investment Company, LLC 0.34% Add +14.9% 17,454 $2.7M
Whipplewood Advisors, LLC 1.84% Reduce -4.6% 17,407 $2.7M
Colter Lewis Investment Partners LLC 1.21% Add +0.4% 17,406 $2.7M
Daymark Wealth Partners, LLC 0.07% Add +0.7% 17,330 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% New 17,289 $2.7M
HT Partners LLC 0.74% Reduce -4.4% 17,105 $2.7M
CFS Investment Advisory Services, LLC 0.18% Add +2.5% 17,173 $2.7M
Kathmere Capital Management, LLC 0.14% Add +79.8% 17,078 $2.7M
Edmond DE Rothschild Holding S.A. 0.04% No change 17,000 $2.7M
Cantor Fitzgerald, L. P. 0.05% Add +50.0% 16,960 $2.7M
Thompson Investment Management, Inc. 0.30% Add +1.6% 16,830 $2.6M
W1M Asset Management Ltd 0.02% Reduce -34.4% 16,778 $2.6M
HTG Investment Advisors, Inc. 0.67% Add +3.9% 16,636 $2.6M
Wedbush Securities Inc. 0.07% Reduce -4.4% 16,340 $2.6M
Astoria Strategic Wealth, Inc. 0.58% Reduce -0.0% 16,308 $2.6M
Mgo One Seven LLC 0.04% Add +44.5% 16,227 $2.5M
Ewa, LLC 0.46% Add +0.3% 16,202 $2.5M
Verus Financial Partners, Inc. 0.22% Reduce -0.8% 16,143 $2.5M
HRC Wealth Management, LLC 1.03% Reduce -2.1% 16,084 $2.5M
AlTi Global, Inc. 0.05% Add +5.3% 16,072 $2.5M
Presilium Private Wealth, LLC 0.38% Reduce -1.9% 15,945 $2.5M
Quantify Chaos Advisors, LLC 7.03% Add +0.4% 15,899 $2.5M
Copia Wealth Management 1.49% Add +15.2% 15,829 $2.5M
First Citizens Bank & Trust Co. 0.04% Reduce -3.5% 15,741 $2.5M
CBM Financial, LLC 1.45% Reduce -2.0% 15,751 $2.4M
Arax Advisory Partners 0.02% Add +339.1% 15,468 $2.4M
SC&H Financial Advisors, Inc. 0.32% Add +1.0% 15,380 $2.4M
Redmond Asset Management, LLC 0.60% Add +9.7% 15,367 $2.4M
DV Trading LLC 0.20% Add +3.4% 15,243 $2.4M
CX Institutional 0.07% Reduce -9.6% 15,225 $2.4M
Granite Bay Wealth Management, LLC 0.22% New 15,005 $2.4M
Evercore Wealth Management, LLC 0.03% Add +3.7% 14,859 $2.3M
Junk Investment Group, LLC 1.03% Reduce -0.7% 14,820 $2.3M
Cornerstone Financial Group, LLC 1.42% Reduce -0.1% 14,703 $2.3M
Global Retirement Partners, LLC 0.03% — 14,442 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +19.4% 14,410 $2.3M
Triumph Capital Management 0.41% Add +129.8% 14,408 $2.3M
Strategic Investment Solutions, Inc. 0.51% Reduce -9.2% 14,193 $2.2M
Texas Yale Capital Corp. 0.05% Add +10.3% 14,154 $2.2M
Levin Capital Strategies, L.P. 0.15% Reduce -2.2% 14,025 $2.2M
Great Valley Advisor Group, Inc. 0.03% Reduce -2.3% 14,008 $2.2M
Fingerlakes Wealth Management, Inc. 1.18% Reduce -0.1% 13,935 $2.2M
Financial Engines Advisors L.L.C. 0.00% Add +92.6% 13,895 $2.2M
GR Financial Group, LLC 0.30% New 13,875 $2.2M
Silver Oak Advisory Group, Inc. 0.86% Reduce -0.4% 13,825 $2.2M
Focus Financial Network, Inc. 0.07% Add +0.1% 13,689 $2.1M
L.K. Benson & Company, P.C. 0.65% Add +3.7% 13,632 $2.1M
Oppenheimer & Co. Inc. 0.02% Reduce -8.1% 13,630 $2.1M
SHP Wealth Management 0.14% Add +100.7% 13,345 $2.1M
Mayport, LLC 0.32% Add +2.8% 13,281 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -2.5% 13,274 $2.1M
180 Wealth Advisors, LLC 0.21% Reduce -14.5% 13,218 $2.1M
Two Sigma Securities, LLC 0.18% Reduce -62.3% 13,193 $2.1M
Waddell & Associates, LLC 0.10% Reduce -0.8% 13,083 $2.1M
Keybank National Association 0.01% Reduce -20.3% 13,072 $2.1M
Mission Wealth Management, LP 0.03% Add +42.1% 13,023 $2.0M
Vanguard Advisers Inc. 0.01% Reduce -6.3% 12,949 $2.0M
Trilogy Capital Inc. 0.08% Reduce -3.2% 12,833 $2.0M
Abacus Planning Group, Inc. 0.25% Add +0.2% 12,807 $2.0M
Midwest Trust Co 0.02% Add +7.5% 12,615 $2.0M
Stonebridge Financial Group, LLC 0.15% No change 12,498 $2.0M
Keating Financial Advisory Services, Inc. 0.26% Reduce -7.2% 12,474 $2.0M
James Investment Research, Inc. 0.20% New 12,387 $1.9M
Level Four Advisory Services, LLC 0.05% Add +0.4% 12,357 $1.9M
Americana Partners, LLC 0.04% Reduce -0.7% 12,355 $1.9M
Certior Financial Group, LLC 1.06% Add +8.1% 12,335 $1.9M
Attessa Capital LLC 0.86% Reduce -5.0% 12,263 $1.9M
Merited Wealth, LLC 1.36% Reduce -65.7% 12,237 $1.9M
LBMC Investment Advisors, LLC 0.10% Add +0.1% 12,172 $1.9M
Union Bancaire Privee, UBP SA 0.02% Reduce -0.4% 16,145 $1.9M
Carroll Advisory Group, LLC 0.62% Reduce -56.2% 12,095 $1.9M
HSBC Holdings PLC 0.00% No change 12,034 $1.9M
Family Manage LLC 0.20% Reduce -1.1% 11,987 $1.9M
Tocqueville Asset Management L.P. 0.02% No change 11,943 $1.9M
Andrews Advisory Associates, LLC 0.90% No change 11,940 $1.9M
Weiss Asset Management LP 0.03% New 11,920 $1.9M
Successful Portfolios LLC 0.87% Add +6.6% 11,821 $1.9M
Five Pine Wealth Management 1.05% Reduce -1.2% 11,799 $1.9M
CIBC Bancorp USA Inc. 0.00% Reduce -0.2% 11,621 $1.8M
Downshift Financial, LLC 0.82% New 11,468 $1.8M
Value Investment Professionals, LLC 1.51% New 11,450 $1.8M
Tannin Capital LLC 1.18% Reduce -4.8% 11,424 $1.8M
Alliance Wealth Advisors, LLC 0.34% Reduce -12.2% 11,351 $1.8M
Ferguson Shapiro LLC 0.53% Add +0.4% 11,315 $1.8M
Triangle Securities Wealth Management 0.35% Reduce -1.6% 11,296 $1.8M
Rockingstone Advisors LLC 0.70% Add +2.0% 11,187 $1.8M
Balentine LLC 0.06% Add +0.9% 11,130 $1.7M
Nicolet Bankshares Inc. 0.06% Add +8.9% 11,049 $1.7M
Brandywine Oak Private Wealth LLC 0.13% Add +21.5% 11,039 $1.7M
Graves Light Lenhart Wealth, Inc. 0.16% No change 11,018 $1.7M
Nomura Asset Management Co. Ltd. 0.00% No change 10,996 $1.7M
Latitude Advisors, LLC 0.68% Add +16.9% 10,939 $1.7M
Capitolis Liquid Global Markets LLC 0.01% No change 10,800 $1.7M
Manuka Financial, LLC 0.88% Add +2.2% 10,771 $1.7M
WMG Financial Advisors, LLC 0.63% New 10,702 $1.7M
CGN Advisors LLC 0.12% Add +0.0% 10,635 $1.7M
Flatrock Wealth Partners LLC 0.65% No change 10,612 $1.7M
Flagship Harbor Advisors, LLC 0.06% Reduce -3.2% 10,589 $1.7M
Montis Financial, LLC 0.34% Reduce -13.0% 10,560 $1.7M
New Capital Management LP 0.38% Add +0.2% 10,542 $1.7M
Patriot Investment Management Group, Inc. 0.10% Add +0.0% 10,512 $1.6M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +3.5% 10,495 $1.6M
Trellis Wealth Advisors LLC 0.56% Add +0.3% 10,454 $1.6M
Tidal Investments LLC 0.00% Reduce -17.4% 10,445 $1.6M
HighPoint Advisor Group LLC 0.06% Add +10.1% 10,438 $1.6M
Sage Investment Counsel LLC 1.61% Add +0.0% 10,260 $1.6M
JFS Wealth Advisors, LLC 0.08% Add +1.1% 10,221 $1.6M
Fiduciary Group, LLC 0.13% Add +59.2% 10,180 $1.6M
PFG Advisors 0.08% Add +95.5% 10,174 $1.6M
Roehl & Yi Investment Advisors, LLC 0.53% Reduce -0.2% 10,168 $1.6M
Towneley Capital Management, Inc / DE 0.31% No change 10,159 $1.6M
Compound Planning, Inc. 0.04% Add +14.2% 10,148 $1.6M
RFG Advisory, LLC 0.02% Add +15.2% 10,096 $1.6M
Fortis Capital Advisors, LLC 0.18% Reduce -3.1% 10,076 $1.6M
F&V Capital Management, LLC 0.29% No change 10,050 $1.6M
MidAtlantic Capital Management, Inc. 0.98% Reduce -4.6% 10,004 $1.6M
RBF Capital, LLC 0.07% No change 10,000 $1.6M
GenTrust, LLC 0.06% Reduce -2.6% 9,894 $1.6M
Quadrant Capital Group LLC 0.04% Add +20.8% 9,881 $1.6M
Windward Private Wealth Management Inc. 0.49% Add +7.7% 9,750 $1.5M
IHT Wealth Management, LLC 0.03% Reduce -0.3% 9,724 $1.5M
Hubbell Strickland Wealth Management, LLC 0.55% Add +0.3% 9,675 $1.5M
TrustWell Financial Advisors, LLC 1.29% Reduce -0.2% 9,655 $1.5M
Krilogy Financial LLC 0.04% Add +0.0% 9,651 $1.5M
Tudor Financial Inc. 0.67% Reduce -5.4% 9,530 $1.5M
FF Advisors,LLC 0.56% No change 9,470 $1.5M
Brickley Wealth Management 0.21% Add +1.8% 9,441 $1.5M
Tortoise Investment Management, LLC 0.11% Reduce -4.0% 9,425 $1.5M
HFM Investment Advisors, LLC 0.52% Reduce -19.1% 9,404 $1.5M
Sax Wealth Advisors, LLC 0.06% Reduce -1.1% 10,615 $1.5M
Drystone LLC 1.20% Reduce -2.9% 9,328 $1.5M
Roundview Capital LLC 0.08% Add +1.0% 9,317 $1.5M
Lantern Wealth Advisors, LLC 0.66% Reduce -0.3% 9,148 $1.4M
Principle Wealth Partners LLC 0.07% Reduce -1.6% 9,123 $1.4M
Rothschild Investment LLC 0.05% Add +0.3% 9,105 $1.4M
Pine Harbor Wealth Management, LLC 0.38% Reduce -0.4% 8,968 $1.4M
Stillwater Private Wealth, LLC 0.92% Reduce -51.0% 8,713 $1.4M
Mosaic Advisors LLC 1.89% Add +0.1% 8,957 $1.4M
Discipline Wealth Solutions, LLC 0.12% Add +26.4% 8,836 $1.4M
Savvy Advisors, Inc. 0.03% Reduce -15.1% 8,816 $1.4M
Cardiff Park Advisors, LLC 0.11% Add +0.4% 8,785 $1.4M
Keel Point, LLC 0.08% Add +0.2% 8,741 $1.4M
Vista Capital Partners, Inc. 0.12% Add +10.7% 8,733 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +39.0% 8,687 $1.4M
Advisor OS, LLC 0.09% Add +8.7% 8,650 $1.4M
Compass Financial Group, INC 0.16% Reduce -4.1% 8,647 $1.4M
Kendall Capital Management 0.23% Add +1.8% 8,618 $1.4M
SteelPeak Wealth, LLC 0.04% New 8,554 $1.3M
Versant Capital Management, Inc 0.12% Add +0.0% 8,546 $1.3M
Trevian Wealth Management LLC 0.57% Add +0.0% 8,534 $1.3M
Advyzon Investment Management, LLC 0.10% Add +3.8% 8,508 $1.3M
Indivisible Partners 0.08% Add +78.7% 8,504 $1.3M
Calamos Advisors LLC 0.01% New 8,500 $1.3M
Nwam LLC 0.07% Add +276.7% 8,499 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -7.0% 8,473 $1.3M
Sellwood Investment Partners LLC 0.47% Reduce -7.2% 8,412 $1.3M
Brand Asset Management Group, Inc. 0.29% Add +2.4% 8,360 $1.3M
Unison Advisors LLC 0.09% Add +0.3% 8,347 $1.3M
Trust Co. of Vermont 0.05% — 8,328 $1.3M
Sonoma Private Wealth LLC 1.40% Add +3.2% 8,290 $1.3M
Pennington Partners & Co., LLC 0.41% No change 8,250 $1.3M
Shah Wealth Advisors, LLC 0.30% — 8,190 $1.3M
Selby Wealth Management, LLC 0.45% Reduce -0.3% 8,145 $1.3M
IFG Advisory, LLC 0.04% New 8,086 $1.3M
GEN Financial Management, INC. 0.76% Add +6.3% 8,004 $1.3M
Silverlake Wealth Management LLC 0.24% Reduce -9.0% 7,992 $1.3M
Fiduciary Financial Group, LLC 0.14% Reduce -7.3% 7,972 $1.3M
C M Bidwell & Associates Ltd. 0.51% Add +1.3% 7,955 $1.2M
Argent Trust Co 0.04% No change 7,949 $1.2M
Ackerman Capital Advisors, LLC 0.25% No change 7,918 $1.2M
Catalyst Financial Partners LLC 0.12% No change 7,916 $1.2M
Aspen Capital Management, LLC 0.27% Add +0.0% 7,911 $1.2M
Principal Securities, Inc. 0.01% Add +2.5% 7,896 $1.2M
Three Arch Wealth Management LLC 0.19% No change 7,879 $1.2M
Summit Financial, LLC 0.01% Add +14.1% 7,868 $1.2M
Waterloo Capital, L.P. 0.07% Add +161.6% 7,803 $1.2M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.0% 7,795 $1.2M
Daybright Advisory Services, Inc. 0.29% Reduce -0.7% 7,843 $1.2M
Polen Capital Management LLC 0.01% Add +16.9% 7,719 $1.2M
Westbourne Investments, Inc. 0.49% No change 7,665 $1.2M
Rehmann Capital Advisory Group 0.05% Add +2.6% 7,613 $1.2M
New England Professional Planning Group Inc. 0.44% No change 7,574 $1.2M
Johnson & White Wealth Management, LLC 0.44% Reduce -9.9% 7,561 $1.2M
Dodds Wealth, LLC 0.27% Reduce -0.1% 7,539 $1.2M
Dunhill Financial, LLC 0.24% Add +0.3% 7,525 $1.2M
Sierra Capital LLC 0.11% Add +0.4% 7,507 $1.2M
JTC Employer Solutions Trustee Ltd 0.09% No change 7,500 $1.2M
Perryman Financial Advisory Inc. 0.16% Add +0.5% 7,487 $1.2M
Financial Perspectives, Inc 0.29% Add +11.7% 7,475 $1.2M
Burkett Financial Services, LLC 0.37% Add +5.2% 7,460 $1.2M
Strait & Sound Wealth Management LLC 0.41% Reduce -0.1% 7,440 $1.2M
Baker Avenue Asset Management, LP 0.02% Add +2.0% 7,438 $1.2M
Strategy Asset Managers LLC 0.17% Add +0.8% 7,409 $1.2M
Banco BTG Pactual S.A. 0.15% Reduce -64.1% 7,405 $1.2M
Prospera Financial Services Inc 0.02% Add +7.1% 7,363 $1.2M
Bantamac Capital, LLC 0.82% New 7,347 $1.2M
Essex Financial Services, Inc. 0.06% Reduce -2.9% 7,338 $1.2M
Independent Wealth Advisors LLC 1.04% Reduce -0.2% 7,335 $1.2M
Viewpoint Investment Partners Corp. 0.40% Reduce -2.7% 7,300 $1.1M
First PREMIER Bank 0.18% No change 7,268 $1.1M
Arlington Trust Co LLC 0.10% Reduce -15.4% 7,220 $1.1M
Brandes Investment Partners, LP 0.01% Reduce -20.6% 7,180 $1.1M
Avior Wealth Management, LLC 0.03% Reduce -6.2% 7,169 $1.1M
Squarepoint Ops LLC 0.00% Reduce -90.9% 7,167 $1.1M
Fiera Capital Corp 0.00% Add +9.5% 7,149 $1.1M
Farmers & Merchants Investments Inc. 0.03% Add +0.1% 7,142 $1.1M
Brightwater Advisory LLC 0.71% Reduce -5.2% 7,138 $1.1M
Manske Wealth Management 0.28% New 7,130 $1.1M
Warren Street Wealth Advisors, LLC 0.25% No change 7,118 $1.1M
Archford Capital Strategies, LLC 0.11% Reduce -9.6% 7,112 $1.1M
Y.D. More Investments Ltd 0.03% No change 7,085 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +11.9% 7,048 $1.1M
Kovack Advisors, Inc. 0.05% Add +3.9% 7,046 $1.1M
SWP Financial LLC 0.51% Reduce -2.4% 6,991 $1.1M
Urban Financial Advisory Corp 0.30% Add +221.7% 6,975 $1.1M
Newton One Investments LLC 0.27% Reduce -4.9% 6,904 $1.1M
Hopwood Nicholas Hunter 0.30% Add +263.2% 6,893 $1.1M
Means Investment Co., Inc. 0.08% Reduce -2.6% 6,870 $1.1M
FC Advisory LLC 0.28% Add +0.4% 6,848 $1.1M
One Capital Management, LLC 0.03% No change 7,764 $1.1M
Capital City Trust Co. 0.22% No change 6,815 $1.1M
Boyce & Associates Wealth Consulting, Inc. 0.74% Reduce -5.6% 6,791 $1.1M
Austin Wealth Management, LLC 0.22% Reduce -0.4% 6,873 $1.1M
TBH Global Asset Management, LLC 0.19% Reduce -16.9% 6,730 $1.1M
Steelhead Wealth Management LLC 0.42% No change 6,671 $1.0M
First Interstate Bank 0.05% No change 6,650 $1.0M
Magnolia Capital Advisors LLC 0.18% Add +19.6% 6,629 $1.0M
Wesbanco Bank Inc. 0.03% Add +4.1% 6,600 $1.0M
Ade, LLC 0.43% Add +1.5% 6,540 $1.0M
Birch Hill Investment Advisors LLC 0.04% Add +4.8% 6,500 $1.0M
Barlow Wealth Partners, LLC 0.11% No change 6,525 $1.0M
Peapack Gladstone Financial Corp. 0.01% Add +22.4% 6,421 $1.0M
Berman McAleer LLC 0.12% Add +1.4% 6,421 $1.0M
Procyon Advisors, LLC 0.04% Add +0.6% 6,389 $1.0M
Elite Financial, Inc. 0.40% Reduce -10.5% 6,369 $999K
AE Wealth Management LLC 0.00% Add +26.4% 6,359 $998K
Financial Planning Fort Collins, LLC 0.78% Add +0.0% 6,304 $990K
Vantus Wealth LLC 0.53% — 6,300 $989K
Wakefield Asset Management LLLP 0.22% No change 6,297 $988K
Vested Financial Planning, LLC 0.66% Add +0.8% 6,279 $985K
Brown Brothers Harriman & Co. 0.00% No change 6,195 $972K
Verdence Capital Advisors LLC 0.05% Reduce -0.7% 6,170 $968K
Chesley Taft & Associates LLC 0.04% Reduce -0.4% 6,137 $963K
Cutler Capital Management, LLC 0.30% New 6,135 $963K
Commerce Bank 0.00% Add +57.7% 6,132 $962K
Spartan Wealth Advisory Services LLC 0.08% No change 6,083 $955K
Checchi Capital Advisers, LLC 0.06% Add +2.1% 6,073 $953K
Smith, Moore & Co. 0.06% No change 6,040 $948K
BFI Infinity Ltd. 0.45% No change 5,977 $938K
Mustard Seed Financial, LLC 0.48% Add +0.7% 5,942 $933K
Vista Investment Management 0.28% Add +22.3% 5,939 $932K
Lumbard & Kellner, LLC 0.28% No change 5,914 $928K
StoneX Group Inc. 0.04% Add +11.4% 5,912 $928K
National Bank of Canada 0.00% Add +5.8% 5,874 $922K
Schrum Private Wealth Management LLC 0.94% Reduce -31.6% 7,243 $913K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -2.9% 5,789 $909K
Retirement Planning Group, LLC 0.02% Add +6.9% 5,788 $908K
TCI Wealth Advisors, Inc. 0.04% Add +13.3% 5,686 $892K
Riverwater Partners LLC 0.26% Add +20.7% 5,683 $892K
Aspiriant, LLC 0.02% Add +1.1% 5,661 $888K
Roble, Belko & Company, Inc 0.10% No change 5,658 $888K
Weaver Consulting Group 0.18% No change 5,622 $882K
Main Street Financial Solutions, LLC 0.06% Add +11.3% 5,602 $879K
CLG LLC 0.19% Add +5.7% 5,599 $879K
Range Advisory, LLC 0.10% Add +124.6% 5,592 $878K
Plancorp, LLC 0.02% Reduce -0.1% 5,594 $872K
CFO4Life Group, LLC 0.12% Add +0.9% 5,515 $866K
Client 1ST Advisory Group, LLC 0.23% Reduce -5.7% 5,501 $863K
Jupiter Topco LLC 0.00% — 5,500 $863K
Titleist Asset Management, LLC 0.06% Add +0.6% 5,495 $862K
Financial & Tax Architects, LLC 0.18% Add +189.2% 5,486 $861K
Advisory Services Network, LLC 0.01% Add +1.6% 5,473 $859K
August Group Capital Ltd 0.94% Reduce -2.6% 5,442 $854K
Ethic Inc. 0.01% New 5,428 $852K
Modern Wealth Management, LLC 0.01% Add +3.9% 5,400 $848K
Sharkey, Howes & Javer 0.10% Reduce -15.8% 5,392 $846K
Triad Wealth Partners, LLC 0.05% Add +18.2% 5,358 $845K
Silver Oak Securities, Incorporated 0.05% Add +68.3% 5,360 $841K
Leading Edge Financial Planning LLC 0.15% New 5,359 $841K
Visionary Wealth Advisors 0.03% Add +14.2% 5,319 $835K
Christensen, King & Associates Investment Services, Inc. 0.33% No change 5,297 $831K
Realta Investment Advisors 0.26% Add +172.1% 5,289 $830K
Cornerstone Advisors Asset Management, LLC 0.11% Add +0.4% 5,271 $827K
ATLas Financial Planning LLC 0.67% Add +5.0% 5,269 $827K
Simplicity Wealth,LLC 0.03% Add +17.8% 5,240 $822K
JMG Financial Group, Ltd. 0.02% Add +5.2% 5,237 $822K
MayTech Global Investments, LLC 0.09% Add +232.3% 5,224 $820K
Five Oceans Advisors 0.26% Add +0.5% 5,215 $818K
HUB Investment Partners, LLC 0.01% Add +7.1% 5,194 $815K
DAVENPORT & Co LLC 0.00% Add +41.6% 5,170 $811K
TrueWealth Financial Partners 0.33% Add +1.4% 5,116 $803K
Verum Partners LLC 0.12% Reduce -0.5% 5,093 $799K
Brookstone Capital Management 0.01% Add +23.6% 5,085 $798K
Verus Capital Partners, LLC 0.04% Add +1.6% 5,063 $795K
Fermata Advisors, LLC 0.16% Reduce -15.3% 5,058 $794K
Maimon Wealth Management LTD. 0.61% No change 5,040 $791K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.4% 5,030 $789K
Unify Financial Advisors 0.73% Add +1.2% 5,005 $786K
Symphony Financial, Ltd. Co. 0.09% Add +6.1% 4,962 $779K
Brewster Financial Planning LLC 0.43% New 4,949 $777K
Lincoln Capital LLC 0.14% Add +22.1% 4,946 $776K
American Money Management, LLC 0.11% Reduce -3.5% 4,930 $774K
Astoria Portfolio Advisors LLC. 0.13% New 4,870 $764K
Fragasso Financial Advisors Inc 0.04% Add +1.4% 4,850 $761K
Cooper Financial Group 0.06% Add +0.3% 4,845 $760K
Wallace Advisory Group, LLC 0.71% Reduce -0.7% 4,821 $757K
Maridea Wealth Management LLC 0.08% New 4,785 $751K
BCR Wealth Strategies, LLC 0.21% Reduce -1.7% 4,743 $744K
Paragon Capital Management Ltd 0.14% Add +4.6% 4,726 $742K
Advisory Alpha, LLC 0.02% Add +35.1% 4,723 $741K
Indiana Trust & Investment Management Co 0.20% No change 4,721 $741K
Monument Capital Management 0.15% Reduce -1.6% 4,713 $740K
Blackston Financial Advisory Group, LLC 0.41% Add +0.1% 4,691 $736K
Mayfair Advisory Group, LLC 0.22% Add +1.0% 4,767 $735K
Avidian Wealth Enterprises, LLC 0.02% Add +1.4% 4,676 $734K
Approach Retirement Advisors, LLC 0.53% Add +2.5% 4,638 $728K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.7% 4,599 $722K
First Manhattan Co. Llc. 0.00% Add +2.6% 4,569 $717K
Signal Advisors Wealth, LLC 0.04% Add +69.4% 4,529 $711K
Tenzing Financial LLC 0.49% Reduce -1.6% 4,502 $711K
Greenwich Wealth Management LLC 0.03% No change 4,525 $710K
TCTC Holdings, LLC 0.02% No change 4,500 $706K
National Philanthropic Trust 0.01% No change 4,494 $705K
Composition Wealth, LLC 0.01% Add +98.3% 4,427 $695K
Baird Financial Group, Inc. 0.00% Add +54.0% 4,401 $691K
Garrison Point Advisors, LLC 0.28% Add +3.5% 4,400 $691K
Matrix Trust Co 0.10% Add +226.2% 4,378 $687K
Kirtland Hills Capital Management, LLC 0.20% Add +26.8% 4,376 $687K
Cambridge Financial Group, LLC 0.22% Reduce -4.1% 4,374 $686K
Greenleaf Trust 0.01% Reduce -8.3% 4,368 $686K
Synergy Financial Group, LTD 0.49% No change 4,367 $685K
Private Trust Co. NA 0.05% Add +0.6% 4,362 $685K
AMG National Trust Bank 0.01% Reduce -29.6% 4,362 $685K
Mosaic Family Wealth Partners, LLC 0.05% Add +0.1% 4,327 $679K
Port Capital LLC 0.03% No change 4,316 $677K
TD Private Client Wealth LLC 0.01% Reduce -4.4% 4,297 $674K
Oak Family Advisors, LLC 0.19% Add +29.1% 4,284 $672K
Regions Financial Corp. 0.00% Reduce -67.6% 4,281 $672K
Hudock, Inc. 0.09% Add +0.2% 4,279 $672K
Resolute Advisors LLC 0.16% Add +2.0% 4,274 $671K
Clear Harbor Asset Management, LLC 0.04% Add +0.0% 4,271 $670K
Providence Capital Advisors, LLC 0.10% No change 4,246 $666K
Estate Planners Group, LLC 0.30% Add +10.0% 4,229 $664K
Flower City Capital 0.29% Add +1.9% 4,226 $663K
Lazard Asset Management LLC 0.00% Add +212.4% 4,214 $661K
Macroview Investment Management LLC 0.41% Add +0.4% 4,190 $658K
LGL Partners, LLC 0.24% Add +0.4% 4,184 $657K
Western Wealth Management, LLC 0.02% Reduce -4.1% 4,175 $655K
Olistico Wealth, LLC 0.28% No change 4,132 $648K
Curbstone Financial Management Corp 0.11% Reduce -1.9% 4,100 $643K
Unconventional Investor, LLC 0.27% Reduce -8.3% 4,092 $642K
Park Avenue Securities LLC 0.00% Add +15.8% 4,080 $640K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.9% 4,075 $640K
Northwest Wealth Management, LLC 0.08% Reduce -4.1% 4,036 $633K
DSG Capital Advisors, LLC 0.09% Add +5.7% 4,035 $633K
DB Fitzpatrick & Co, Inc 0.51% Add +5.8% 4,019 $631K
Lighthouse Financial LLC 0.33% No change 4,000 $628K
Baron Silver Stevens Financial Advisors, LLC 0.08% No change 3,995 $627K
Sigma Planning Corp 0.02% Add +10.5% 3,986 $626K
Elmwood Wealth Management, Inc. 0.16% Reduce -7.0% 3,974 $624K
Cahill Financial Advisors Inc. 0.06% Add +0.3% 3,973 $624K
Berger Financial Group, Inc 0.03% Add +0.3% 3,967 $623K
Ellenbecker Investment Group 0.07% New 3,938 $618K
McGinn Penninger Investment Management, Inc. 0.38% Reduce -7.7% 3,930 $617K
Silvercrest Asset Management Group LLC 0.00% No change 3,929 $617K
MBE Wealth Management, LLC 0.22% Reduce -0.1% 3,924 $616K
G&S Capital LLC 0.18% New 3,901 $612K
Thrivent Financial for Lutherans 0.00% New 3,896 $612K
First Pacific Financial 0.07% Reduce -3.2% 3,842 $603K
Sterling Investment Advisors, Ltd. 0.10% Reduce -2.9% 3,821 $600K
Agf Management Ltd. 0.00% Reduce -13.2% 3,798 $596K
Wick Capital Partners, LLC 0.09% Add +84.8% 3,781 $593K
Pinnacle Bancorp, Inc. 0.15% Reduce -5.8% 3,772 $592K
Battery Global Advisors, LLC 0.30% No change 3,770 $592K
L. Roy Papp & Associates, LLP 0.06% Add +0.0% 3,768 $591K
Aptus Capital Advisors, LLC 0.00% Add +29.0% 3,766 $591K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.2% 3,755 $589K
MorganRosel Wealth Management, LLC 0.20% Reduce -2.6% 3,748 $588K
Vilga Financial Planning LLC 0.44% No change 3,725 $585K
Ballast Financial Advisors LLC 0.52% Add +2.0% 3,690 $579K
BOS Asset Management, LLC 0.13% No change 3,685 $578K
Harmony Asset Management LLC 0.15% New 3,675 $577K
J. Derek Lewis & Associates Inc. 0.11% Add +13.1% 3,667 $576K
Financial Synergies Wealth Advisors, Inc. 0.05% Reduce -0.1% 3,659 $574K
Gross & Hartman Investments LLC 0.25% Add +2.4% 3,651 $573K
Cassaday & Co Wealth Management LLC 0.01% No change 3,651 $573K
Gutierrez Wealth Advisory, LLC 0.33% Add +0.4% 3,651 $573K
Optima Capital LLC 0.22% Add +0.3% 3,627 $569K
VSM Wealth Advisory, LLC 0.15% Add +0.4% 3,596 $564K
Cheviot Value Management, LLC 0.06% No change 3,571 $560K
Tactive Advisors, LLC 0.14% No change 3,562 $559K
Columbus Macro, LLC 0.05% Reduce -0.0% 3,561 $559K
First Foundation Advisors 0.02% No change 3,551 $557K
Avantax Planning Partners, Inc. 0.01% No change 3,546 $557K
Empower Advisory Group, LLC 0.00% New 3,531 $554K
Avenir Corp. 0.07% New 3,513 $551K
Trexquant Investment LP 0.00% New 3,493 $548K
Capital Investment Advisors, LLC 0.01% Add +56.9% 3,474 $545K
Pekin Hardy Strauss, Inc. 0.05% New 3,471 $545K
Old National Bancorp 0.01% Add +29.3% 3,449 $541K
Beacon Hill Wealth Management LTD. 0.37% — 3,438 $540K
Rinkey Investments 0.13% No change 3,435 $539K
Hanson & Doremus Investment Management 0.05% Add +5.1% 3,435 $539K
SG Americas Securities, LLC 0.00% No change 3,429 $538K
Forum Financial Management, LP 0.01% Reduce -1.6% 3,410 $535K
Perennial Advisors, LLC 0.08% No change 3,405 $534K
International Assets Investment Management, LLC 0.03% Add +24.3% 3,415 $533K
Geometric Wealth Advisors 0.06% No change 3,372 $529K
Addis & Hill, Inc 0.29% Reduce -1.2% 3,368 $529K
Harbour Investment Management LLC 0.27% No change 3,361 $528K
Aua Capital Management, LLC 0.24% No change 3,343 $525K
CPR Investments Inc. 0.40% New 3,341 $524K
WealthSpring Partners, LLC 0.45% Add +0.1% 3,333 $523K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,332 $523K
Earned Wealth Advisors, LLC 0.03% New 3,326 $522K
Clark Asset Management, LLC 0.04% Add +39.4% 3,321 $521K
Asset Dedication, LLC 0.03% Add +140.0% 3,281 $515K
Traynor Capital Management, Inc. 0.02% Add +2.0% 3,265 $512K
J. Safra Sarasin Holding AG 0.01% New 3,260 $512K
Edgestream Partners, L.P. 0.02% Reduce -9.5% 3,237 $508K
Nikulski Financial, Inc. 0.11% Reduce -0.7% 3,208 $503K
New Republic Capital, LLC 0.12% Add +65.3% 3,201 $502K
Creative Financial Designs Inc. 0.02% Reduce -3.0% 3,198 $502K
Innova Wealth Partners 0.21% Add +29.0% 3,196 $502K
Nuveen, LLC 0.00% New 3,191 $501K
Burton Enright Welch 0.06% Add +2.7% 3,189 $501K
Heartwood Wealth Advisors LLC 0.04% Add +0.2% 3,177 $499K
AdvisorNet Financial, Inc 0.02% Reduce -20.3% 3,174 $498K
Signature Estate & Investment Advisors LLC 0.01% Reduce -11.7% 3,155 $495K
Kwmg, LLC 0.04% Add +1.2% 3,127 $491K
Johnson Bixby & Associates, LLC 0.05% New 3,111 $488K
Thrive Wealth Management, LLC 0.06% Reduce -24.8% 3,109 $488K
Lutz Financial Services LLC 0.03% Reduce -2.7% 3,098 $486K
Tillman Hartley LLC 0.11% Reduce -0.6% 3,095 $486K
Formidable Asset Management, LLC 0.08% No change 3,500 $484K
Financial Planning Navigators CORP 0.18% Reduce -8.4% 3,083 $484K
Essential Partners LLC 0.22% Add +29.6% 3,069 $482K
CENTRAL TRUST Co 0.01% Add +4.6% 3,064 $481K
RS Crum Inc. 0.09% No change 3,060 $480K
Cary Street Partners Financial LLC 0.01% Add +3.0% 3,045 $478K
Resonant Capital Advisors, LLC 0.02% No change 3,000 $471K
Robinson Capital Management, LLC 0.21% New 2,970 $466K
Applied Capital LLC 0.15% Reduce -0.6% 2,963 $465K
Seven Mile Advisory 0.31% Add +1.1% 2,958 $464K
Riverbend Wealth Management, LLC 0.24% Add +30.6% 2,950 $463K
SmartHarvest Portfolios, LLC 0.15% No change 2,947 $463K
Walkner Condon Financial Advisors LLC 0.05% Reduce -9.1% 2,946 $462K
SMART Wealth LLC 0.10% Reduce -9.4% 2,924 $459K
Gambit Capital Management, LLC 0.27% No change 2,920 $458K
Bradley Foster & Sargent Inc. 0.01% Add +0.1% 2,920 $458K
Prosperity Consulting Group, LLC 0.02% Add +0.4% 2,903 $456K
Gryphon Financial Partners LLC 0.04% Add +6.5% 2,867 $450K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +9.8% 2,847 $447K
Blue Edge Capital, LLC 0.05% Add +2.7% 2,834 $445K
Cypress Wealth Services, LLC 0.05% Reduce -3.3% 2,822 $443K
Montag A & Associates Inc. 0.02% Add +18.0% 2,820 $443K
Pure Financial Advisors, LLC 0.01% Reduce -21.1% 2,813 $441K
Claret Asset Management Corp 0.05% No change 2,810 $441K
CoreCap Advisors, LLC 0.01% Add +8.3% 2,803 $440K
Sound Income Strategies, LLC 0.02% Add +56.9% 2,792 $438K
Templeton & Phillips Capital Management, LLC 0.32% No change 2,778 $436K
Readystate Asset Management LP 0.03% New 2,769 $435K
COFG Advisors, LLC 0.07% New 2,763 $434K
Boston Standard Wealth Management, LLC 0.06% Add +9.1% 2,768 $433K
Courier Capital LLC 0.02% Add +0.5% 2,751 $432K
FFT Wealth Management LLC 0.07% Add +0.4% 2,750 $432K
OpenArc Corporate Advisory, LLC 0.01% Add +85.5% 2,748 $431K
Financial Network Wealth Advisors LLC 0.44% Add +45.3% 2,741 $430K
Kesler, Norman & Wride, LLC 0.07% New 2,730 $429K
Prosperity Planning, Inc. 0.14% Add +1.4% 2,710 $425K
Fiduciary Advisors, Inc. 0.29% Reduce -18.7% 2,708 $425K
McCartney Wealth Management LLC 0.32% Add +0.1% 2,698 $423K
Blalock Williams, LLC 0.27% Add +55.5% 2,697 $423K
ETF Portfolio Partners, Inc. 0.10% Reduce -9.7% 2,675 $420K
Disciplined Investors, L.L.C. 0.21% Add +4.2% 2,659 $417K
Phoenix Financial Ltd. 0.00% Add +24.5% 2,658 $417K
Smith Salley Wealth Management 0.02% No change 2,637 $414K
MontVue Capital Management, Inc. 0.24% No change 2,634 $413K
RAM Investment Partners, LLC 0.07% Reduce -11.7% 2,632 $413K
GTS Securities LLC 0.01% Reduce -23.4% 2,630 $413K
Boston Trust Walden Corp 0.00% Reduce -46.7% 2,625 $412K
Rebalance, LLC 0.02% Add +0.3% 2,624 $412K
Leith Wheeler Investment Counsel Ltd. 0.03% No change 2,590 $407K
Xena Financial Planning, LLC 0.39% Reduce -16.6% 2,585 $406K
Allegheny Financial Group 0.04% Add +28.8% 2,578 $405K
Prime Capital Investment Advisors, LLC 0.00% Add +29.6% 2,572 $404K
Arcadia Investment Advisors LLC 0.17% No change 2,572 $404K
Clarion Wealth Managment Partners, LLC 0.33% Add +0.3% 2,571 $404K
Kastel Capital Advisors, LLC 0.26% Add +6.0% 2,916 $403K
Bank of Hawaii 0.02% No change 2,563 $402K
Foundations Investment Advisors, LLC 0.00% Reduce -47.9% 2,560 $402K
OneAscent Financial Services LLC 0.02% Reduce -6.3% 2,558 $401K
M Wealth Management, LLC 0.32% Reduce -0.7% 2,558 $401K
Maripau Wealth Management LLC 0.14% Add +15.6% 2,549 $400K
Valley Forge Investment Consultants Inc. Adv 0.10% Add +0.0% 2,535 $398K
West Financial Advisors, LLC 0.06% Reduce -9.1% 2,535 $398K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.31% Add +0.1% 2,533 $398K
Waller Financial Planning Group, Inc. 0.08% Add +2.2% 2,531 $397K
Jennison Associates LLC 0.00% Reduce -71.4% 2,517 $395K
Main Management LLC 0.03% Reduce -2.8% 2,498 $392K
Integrity Wealth Solutions LLC 0.14% Reduce -0.1% 2,486 $390K
Arcadia Wealth Management, LLC 0.12% New 2,485 $390K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -55.1% 2,479 $389K
WealthShield Partners, LLC 0.06% Reduce -18.3% 2,472 $388K
Marin Bay Wealth Advisors, LLC 0.21% Add +0.4% 2,470 $388K
Wetzel Investment Advisors, Inc. 0.13% Reduce -33.0% 2,464 $387K
Evolution Advisers, Inc. 0.14% Add +18.3% 2,454 $385K
Genesis Wealth Advisors, LLC 0.23% No change 2,450 $385K
Genus Capital Management Inc. 0.04% Reduce -21.2% 2,417 $379K
First Community Trust NA 0.17% No change 2,415 $379K
Next Capital Management LLC 0.10% Reduce -4.9% 2,415 $379K
Caitlin John, LLC 0.21% Reduce -5.0% 2,412 $379K
Provident Co of the Employees of the Hebrew University LTD 0.29% New 2,405 $377K
Pointe Capital Management LLC 0.17% Reduce -20.9% 2,405 $377K
Vermillion & White Wealth Management Group, LLC 0.19% Add +20.8% 2,412 $377K
Elevation Wealth Partners, LLC 0.11% No change 2,397 $376K
N.E.W. Advisory Services LLC 0.03% Reduce -6.3% 2,392 $375K
Norden Group LLC 0.03% Reduce -10.2% 2,387 $375K
Capital Asset Advisory Services LLC 0.01% Reduce -4.4% 2,367 $371K
Alliance Wealth Management Group 0.07% No change 2,365 $371K
Towercrest Capital Management 0.05% No change 2,365 $371K
Red Door Wealth Management, LLC 0.03% No change 2,360 $370K
Crewe Advisors LLC 0.03% Add +70.0% 2,360 $370K
Hohimer Wealth Management, LLC 0.04% Reduce -3.8% 2,337 $367K
Fort Vancouver Investment Management, LLC 0.17% Reduce -32.9% 2,335 $366K
Flagship Private Wealth, LLC 0.13% Add +0.4% 2,335 $366K
Cynosure Group, LLC 0.05% Add +0.3% 2,322 $364K
Embree Financial Group 0.04% Add +1.7% 2,315 $363K
Columbia River Financial Group, LLC 0.20% Add +1.4% 2,316 $363K
Dala Group, LLC 0.30% Reduce -28.3% 2,297 $360K
Ferguson Johnson Wealth Management Inc 0.26% Reduce -3.9% 2,289 $359K
Acorn Wealth Advisors, LLC 0.09% Add +0.2% 2,277 $357K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% No change 2,276 $357K
Wealthedge Investment Advisors, LLC 0.12% Reduce -3.9% 2,274 $357K
Heritage Trust Co 0.03% No change 2,264 $355K
Algorithmic Investment Models, LLC 0.41% Add +0.6% 2,262 $355K
Thoroughbred Financial Services, LLC 0.02% Add +131.9% 4,748 $355K
Uptick Partners, LLC 0.06% New 2,260 $355K
Goldstein Advisors, LLC 0.03% New 2,237 $351K
Callan Family Office, LLC 0.01% Reduce -18.6% 2,236 $351K
Facet Wealth, Inc. 0.01% Reduce -12.4% 2,234 $351K
Maseco LLP 0.01% Add +12.7% 2,231 $350K
JP Wealth Management, Inc. 0.22% No change 2,230 $350K
Melfa Wealth Management, Inc. 0.19% Reduce -19.1% 2,221 $349K
Moors & Cabot, Inc. 0.01% Reduce -21.3% 2,220 $348K
Fifth Third Wealth Advisors LLC 0.01% Reduce -16.7% 2,211 $347K
Summit Global Investments 0.02% Add +22.9% 2,209 $347K
Mindset Wealth Management, LLC 0.07% No change 2,200 $345K
Register Financial Advisors LLC 0.11% Add +0.4% 2,194 $344K
Beacon Financial Advisory LLC 0.07% Add +5.9% 2,189 $344K
Petersen Hastings Wealth Advisors Inc. 0.03% No change 2,174 $341K
Modus Advisors, LLC 0.08% Reduce -4.7% 2,166 $340K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 2,165 $340K
PGIM Custom Harvest LLC 0.00% Add +2.7% 2,158 $339K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,157 $339K
Samalin Investment Counsel, LLC 0.11% Add +0.4% 2,152 $338K
TruNorth Capital Management, LLC 0.05% No change 2,143 $336K
United Advisor Group, LLC 0.04% New 2,143 $336K
Bedel Financial Consulting, Inc. 0.03% No change 2,140 $336K
United Wealth Management, LLC 0.08% Reduce -0.1% 2,139 $336K
Colonial River Investments, LLC 0.10% Add +23.3% 2,136 $335K
Equitable Trust Co. 0.01% No change 2,132 $335K
Roger Wittlin Investment Advisory, LLC 0.26% Add +0.3% 2,126 $334K
Buckhead Capital Management LLC 0.11% Add +0.1% 2,121 $333K
Crestwood Advisors Group, LLC 0.00% Add +0.4% 2,115 $332K
SimpliFi, Inc. 0.13% New 2,110 $331K
OneAscent Family Office, LLC 0.17% New 2,100 $330K
Ascension Capital Advisors, Inc. 0.09% New 2,096 $329K
Certuity, LLC 0.02% Add +4.6% 2,094 $329K
Matisse Capital 0.13% Reduce -5.4% 2,085 $327K
Vista Finance, LLC 0.18% New 2,065 $324K
Petix & Botte Co 0.07% Add +100.0% 2,062 $324K
Balboa Wealth Partners 0.04% Add +0.3% 2,050 $322K
Powerhouse Assets LLC 0.26% Reduce -1.3% 2,045 $321K
Ballast Rock Private Wealth LLC 0.15% Add +0.3% 2,042 $320K
DecisionPoint Financial, LLC 0.06% No change 2,048 $320K
Sage Capital Advisors,llc 0.07% Add +0.1% 2,028 $318K
Frankly Finances, LLC 0.25% Add +0.5% 2,026 $318K
Nova Wealth Management, Inc. 0.18% Reduce -10.0% 2,022 $317K
Signal Tree Financial Partners LLC 0.21% Add +1.1% 2,017 $317K
Citizens & Northern Corp. 0.07% No change 2,000 $314K
Seven Springs Wealth Group, LLC 0.07% No change 2,000 $314K
Becker Capital Management Inc. 0.01% No change 2,000 $314K
Chatterton & Associates Inc. 0.18% New 1,992 $313K
Argonautica Private Wealth Management, Inc. 0.08% No change 1,988 $312K
Tranquility Partners, LLC 0.11% No change 1,987 $312K
Pacific Sage Partners, LLC 0.04% Add +9.0% 1,981 $311K
Oliver Luxxe Assets LLC 0.05% Add +0.3% 1,980 $311K
Directional Asset Management 0.29% Add +11.7% 1,970 $309K
Strategies Wealth Advisors, LLC 0.03% Add +0.1% 1,966 $309K
Legacy Advisors, LLC 0.03% No change 1,960 $308K
Winthrop Advisory Group LLC 0.02% Reduce -28.3% 1,954 $307K
Cornerstone Financial Management LLC 0.25% No change 1,950 $306K
Klaas Financial Asset Advisors, LLC 0.04% No change 1,941 $305K
BlackDiamond Wealth Management, LLC 0.12% Add +11.4% 1,871 $301K
Garde Capital, Inc. 0.01% Reduce -5.2% 1,918 $301K
Global Assets Advisory, LLC 0.07% New 1,920 $300K
Soltis Investment Advisors LLC 0.02% Reduce -53.7% 1,905 $299K
Parkwoods Wealth Partners, LLC 0.05% Add +0.1% 1,902 $298K
PTM Wealth Management, LLC 0.13% Add +0.4% 1,926 $297K
Everhart Financial Group, Inc. 0.02% Reduce -0.9% 1,891 $297K
RTD Financial Advisors, Inc. 0.03% Reduce -5.0% 1,880 $295K
Russell Investments Group, Ltd. 0.00% Add +117.5% 1,875 $294K
BTG Pactual Asset Management US LLC 0.02% Add +0.8% 1,858 $292K
Etesian Wealth Advisors, Inc. 0.09% Reduce -18.2% 1,844 $289K
eCIO, Inc. 0.08% Reduce -1.6% 1,821 $286K
Capital Planning LLC 0.08% No change 1,814 $285K
Cypress Capital, LLC 0.08% No change 1,810 $284K
Elevate Wealth Advisory, Inc. 0.16% Add +1.0% 1,803 $283K
Blom & Howell Financial Planning, Inc. 0.23% Add +8.6% 1,794 $282K
Clifford Group, LLC 0.19% No change 1,793 $281K
Independent Wealth Network Inc. 0.07% Add +3.1% 1,780 $279K
Cornerstone Wealth Management, LLC 0.01% Reduce -0.5% 1,773 $278K
Objective Capital Management, LLC 0.24% Add +0.1% 1,753 $275K
Maltin Wealth Management, Inc. 0.09% Add +0.3% 1,748 $274K
Marco Investment Management LLC 0.02% No change 1,723 $270K
Hapanowicz & Associates Financial Services, Inc 0.08% No change 1,720 $270K
CreativeOne Wealth, LLC 0.01% New 1,718 $270K
Axiom Financial Strategies, LLC 0.08% Add +0.3% 1,712 $269K
Perennial Investment Advisors, LLC 0.02% New 1,710 $268K
Financial Consulate, Inc. 0.03% New 1,708 $268K
American Investment Services, Inc. 0.06% Add +0.6% 1,707 $268K
ZEGA Investments, LLC 0.04% New 1,707 $268K
Strid Group, LLC 0.03% Add +0.2% 1,703 $267K
Aspire Growth Partners LLC 0.15% No change 1,700 $267K
XTX Topco Ltd 0.00% Reduce -76.1% 1,691 $265K
Tandem Financial, LLC 0.09% Add +8.9% 1,688 $265K
Ascent Group, LLC 0.01% Reduce -18.8% 1,686 $265K
Cannon Financial Strategists, Inc. 0.03% Add +3.4% 1,685 $264K
Point Nemo Capital, LLC 0.13% Add +4.0% 1,683 $264K
Carr Financial Group Corp 0.06% Reduce -0.8% 1,679 $264K
PFG Investments, LLC 0.01% Reduce -1.9% 1,678 $263K
Rakuten Securities, Inc. 0.06% Reduce -67.4% 1,676 $263K
Harrell Investment Partners, LLC 0.06% No change 1,674 $263K
Newman Dignan & Sheerar, Inc. 0.05% Add +0.4% 1,671 $262K
Blue Chip Partners, LLC 0.02% New 1,671 $262K
Welch Group, LLC 0.01% Add +0.1% 1,662 $261K
Appalachian Capital Management Ltd 0.19% No change 1,657 $260K
HBK Sorce Advisory LLC 0.01% Add +0.1% 1,622 $260K
Spinnaker Investment Group, LLC 0.04% Add +1.0% 1,654 $260K
Sunpointe, LLC 0.07% Reduce -3.9% 1,646 $258K
Douglass Winthrop Advisors, LLC 0.00% New 1,643 $258K
Advance Capital Management, Inc. 0.01% Reduce -19.1% 1,635 $257K
Purkiss Capital Advisors LLC 0.10% No change 1,628 $256K
Guyasuta Investment Advisors Inc. 0.01% Reduce -1.2% 1,621 $254K
Timbuktu Capital Management, LLC 0.38% — 1,613 $253K
USAdvisors Wealth Management, LLC 0.07% Reduce -1.3% 1,613 $253K
Tacita Capital Inc 0.14% No change 1,608 $252K
Golden Bell Financial Planning LLC 0.19% Add +6.4% 1,605 $252K
White Lighthouse Investment Management Inc. 0.03% New 1,593 $250K
Stegent Equity Advisors, Inc. 0.18% New 1,588 $249K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -0.9% 1,583 $248K
Oath Planning, LLC 0.18% Reduce -1.7% 1,581 $248K
JDH Wealth Management, LLC 0.15% No change 1,578 $248K
Encompass More Asset Management 0.04% Add +0.3% 1,577 $248K
Columbia Asset Management 0.04% No change 1,570 $246K
Phillip James Consulting Co. 0.16% New 1,565 $246K
Beaumont Financial Advisors, LLC 0.02% Add +4.6% 1,559 $245K
Palisade Asset Management, LLC 0.02% Add +0.1% 1,559 $245K
Kraft, Davis & Associates, LLC 0.05% No change 1,573 $244K
Paragon Advisors, LLC 0.05% New 1,546 $243K
Founders Financial Securities LLC 0.01% No change 1,541 $242K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,541 $242K
Forvis Mazars Wealth Advisors, LLC 0.00% New 1,537 $241K
Lakeridge Wealth Management LLC 0.09% Add +0.1% 1,522 $239K
DRW Securities, LLC 0.01% New 1,522 $239K
Financial Harvest, LLC 0.10% No change 1,510 $237K
LPWM LLC 0.05% Add +3.3% 1,506 $236K
QRG Capital Management, Inc. 0.00% Add +3.9% 1,506 $236K
Bath Savings Trust Co 0.02% No change 1,500 $235K
Roberts Glore & Co. Inc. 0.06% No change 1,489 $234K
Klingman & Associates, LLC 0.01% Reduce -2.3% 1,488 $234K
E&G Advisors, LLC 0.04% No change 1,480 $232K
Bearing Point Capital, LLC 0.03% New 1,480 $232K
Daniel Investment Group, Inc. 0.14% — 1,470 $231K
Range Financial Group LLC 0.06% New 1,458 $229K
Red Mountain Financial, LLC 0.19% New 1,450 $228K
Cabot-Wellington, LLC 0.06% Reduce -22.3% 1,445 $227K
Aviance Capital Partners, LLC 0.02% New 1,445 $227K
Harding Loevner LP 0.00% Reduce -12.5% 1,437 $226K
TFC Financial Management, Inc. 0.03% Add +75.1% 1,436 $225K
M3 Advisory Group, LLC 0.12% New 1,435 $225K
Ruane, Cunniff & Goldfarb L.P. 0.00% New 1,426 $224K
Raffa Wealth Management, LLC 0.03% Add +0.1% 1,419 $223K
Trek Financial, LLC 0.01% New 1,418 $223K
Liberty Wealth Management LLC 0.03% No change 1,608 $222K
Your Advocates Ltd., LLP 0.06% Add +23.5% 1,412 $222K
Karpus Management, Inc. 0.01% Reduce -22.5% 1,410 $221K
Beacon Financial Strategies CORP 0.11% No change 1,406 $221K
Sherrill & Hutchins Financial Advisory, Inc 0.11% New 1,404 $220K
3Chopt Investment Partners, LLC 0.04% No change 1,398 $219K
Hurlow Wealth Management Group, Inc. 0.05% New 1,387 $218K
Founders Grove Wealth Partners, LLC 0.04% New 1,383 $217K
HBW Advisory Services LLC 0.02% Reduce -5.2% 1,377 $216K
Allen Investment Management, LLC 0.00% New 1,373 $215K
Flputnam Investment Management Co. 0.00% Reduce -52.2% 1,372 $215K
Dynasty Wealth Management, LLC 0.00% New 1,370 $215K
Magnolia Private Wealth, LLC 0.12% New 1,369 $215K
Mission Financial Group, LLC 0.18% — 1,365 $214K
First National Bank of Omaha 0.01% Reduce -22.3% 1,375 $214K
Shade Tree Advisors LLC 0.12% New 1,362 $214K
Donalies Financial Planning, LLC 0.16% New 1,355 $213K
Peregrine Asset Advisers, Inc. 0.05% New 1,352 $212K
FLC Capital Advisors 0.03% Reduce -11.9% 1,351 $212K
Grantvest Financial Group LLC 0.12% New 1,349 $212K
Trinity Financial Advisors LLC 0.05% New 1,344 $211K
Penobscot Wealth Management 0.06% New 1,342 $211K
Truepoint, Inc. 0.00% New 1,325 $208K
Bogart Wealth, LLC 0.01% Add +0.1% 1,321 $207K
MPS Loria Financial Planners, LLC 0.05% Reduce -12.5% 1,321 $207K
Values Added Financial LLC 0.07% Reduce -9.6% 1,315 $206K
Rochester Wealth Strategies, LLC 0.11% New 1,314 $206K
Plante Moran Financial Advisors, LLC 0.01% No change 1,311 $206K
Clarity Financial LLC 0.02% New 1,302 $204K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.07% New 1,300 $203K
Goodman Financial Corp 0.03% New 1,292 $203K
Archer Investment Management, LLC 0.07% New 1,291 $203K
Weitzel Financial Services, Inc. 0.07% New 1,291 $201K
Geneos Wealth Management Inc. 0.00% No change 1,278 $201K
IMC-Chicago, LLC 0.00% New 1,277 $200K
Tidemark, LLC 0.04% No change 1,275 $200K
Connecticut Wealth Management, LLC 0.01% Reduce -18.1% 1,274 $200K
Blue Trust, Inc. 0.00% Reduce -79.5% 1,270 $199K
Rossmore Private Capital 0.02% No change 1,245 $195K
BigSur Wealth Management LLC 0.05% No change 1,240 $195K
Align Financial, LLC 0.10% No change 1,236 $194K
Fiduciary Financial Advisors 0.02% New 1,221 $192K
Tompkins Financial Corp. 0.01% No change 1,219 $191K
SouthState Bank Corp 0.01% Add +0.1% 1,171 $184K
Osbon Capital Management LLC 0.14% Reduce -0.1% 1,132 $178K
Perkins Coie Trust Co 0.03% No change 1,130 $177K
NBH Bank 0.07% — 1,121 $176K
Compass Financial Management LLC 0.02% — 1,096 $176K
Godfrey Financial Associates, Inc. 0.13% Reduce -0.1% 1,076 $169K
Prudent Man Investment Management, Inc. 0.06% No change 1,172 $165K
Topsail Wealth Management, LLC 0.02% No change 1,037 $163K
Ameritas Investment Partners, Inc. 0.00% Add +12.2% 1,028 $161K
GHP Investment Advisors, Inc. 0.01% Add +0.8% 1,016 $159K
TD Capital Management LLC 0.01% Add +0.3% 989 $155K
Smithfield Trust Co 0.01% Reduce -0.5% 989 $149K
BOK Financial Private Wealth, Inc. 0.01% New 920 $144K
Princeton Global Asset Management LLC 0.02% Reduce -1.0% 897 $141K
Center for Financial Planning, Inc. 0.01% No change 891 $140K
Continuum Advisory, LLC 0.01% New 883 $139K
Truvestments Capital LLC 0.02% No change 873 $137K
Signature Resources Capital Management, LLC 0.05% Reduce -19.9% 871 $137K
Game Plan Financial Advisors, LLC 0.05% Add +107.2% 864 $136K
BNP Paribas Financial Markets 0.00% Add +118.6% 824 $129K
Larson Financial Group LLC 0.00% Add +354.5% 809 $127K
Golden State Wealth Management, LLC 0.01% Reduce -67.3% 779 $122K
LRI Investments, LLC 0.01% Reduce -20.0% 756 $119K
Fairman Group, LLC 0.09% Add +4.0% 746 $117K
Robinswood Financial LLC 0.03% Add +7.4% 738 $116K
Atlantic Union Bankshares Corp 0.00% New 729 $114K
Entrust Financial LLC 0.07% Reduce -2.5% 718 $113K
Principia Wealth Advisory, LLC 0.06% No change 716 $112K
Abound Wealth Management 0.02% Add +12.1% 675 $106K
Toews Corp. 0.02% New 662 $104K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.8% 661 $103K
10Elms LLP 0.05% Add +38.0% 657 $103K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -11.1% 641 $101K
Cherry Tree Wealth Management, LLC 0.02% No change 641 $101K
Washington Trust Advisors, Inc. 0.01% Add +13.9% 621 $97K
Westside Investment Management, Inc. 0.01% No change 600 $94K
SJS Investment Consulting Inc. 0.01% No change 600 $94K
First Bancorp, Inc 0.04% New 574 $90K
Glen Eagle Advisors, LLC 0.01% Reduce -11.9% 565 $89K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 561 $88K
Wilmington Savings Fund Society, FSB 0.00% Add +57.0% 551 $86K
Pension & Wealth Management Advisors, Inc. 0.02% Add +123.4% 545 $86K
Maryland Capital Advisors Inc. 0.03% — 542 $85K
Private Wealth Management Group, LLC 0.02% Add +0.2% 536 $84K
Barrett & Company, Inc. 0.02% New 533 $84K
Lanark Financial, Inc. 0.01% Reduce -8.4% 526 $83K
Howe & Rusling Inc. 0.00% Add +1.2% 517 $81K
Archer Investment Corp 0.02% Add +64.0% 502 $79K
Millstone Evans Group, LLC 0.04% Add +105.3% 501 $79K
Cornerstone Planning Group LLC 0.01% Add +0.2% 490 $76K
Oakworth Capital, Inc. 0.00% No change 481 $75K
Hurley Capital, LLC 0.04% Add +184.3% 435 $68K
DiNuzzo Private Wealth, Inc. 0.01% No change 425 $67K
Phillips Financial Management, LLC 0.00% No change 422 $66K
Eastern Bank 0.00% No change 420 $66K
North Star Investment Management Corp. 0.00% Add +0.8% 389 $61K
Medallion Wealth Advisors, LLC 0.02% Reduce -2.5% 386 $61K
Quent Capital, LLC 0.00% Reduce -5.7% 383 $60K
Glassman Wealth Services 0.01% Add +4.4% 381 $60K
Sfam, LLC 0.05% No change 377 $59K
JDM Financial Group LLC 0.02% No change 377 $59K
Wolff Wiese Magana LLC 0.03% No change 370 $58K
Seneschal Advisors, LLC 0.04% New 361 $57K
Private Wealth Asset Management, LLC 0.01% No change 336 $53K
Salem Investment Counselors Inc. 0.00% Add +120.0% 330 $52K
Advantage Trust Co 0.02% New 327 $51K
Biltmore Family Office, LLC 0.01% No change 323 $51K
Bank of New Hampshire 0.01% No change 300 $47K
Sims Investment Management, LLC 0.01% New 298 $47K
Ascentis Wealth Management, LLC 0.01% New 295 $46K
Ogorek Anthony Joseph /NY/ 0.01% No change 295 $46K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +294.6% 292 $46K
Hazlett, Burt & Watson, Inc. 0.01% No change 284 $45K
Belvedere Trading LLC 0.00% New 284 $45K
Highline Wealth Partners LLC 0.01% New 280 $44K
Rosenberg Matthew Hamilton 0.01% Reduce -1.9% 260 $41K
Webster Bank, N. A. 0.00% No change 256 $40K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -37.9% 256 $40K
Proathlete Wealth Management LLC 0.01% Add +0.4% 242 $38K
Evolution Wealth Management Inc. 0.02% No change 242 $38K
Strategic Wealth Partners, Ltd. 0.00% Add +3.9% 240 $38K
Fairway Wealth LLC 0.01% New 233 $37K
Markowski Investments 0.01% — 230 $36K
MCF Advisors LLC 0.00% Reduce -15.1% 220 $35K
Cordgrass Capital Advisors, LLC 0.01% No change 210 $33K
Morling Financial Advisors, LLC 0.01% Add +0.5% 202 $32K
Logan Capital Management Inc. 0.00% — 202 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 200 $31K
Rialto Wealth Management, LLC 0.01% Reduce -53.6% 200 $31K
City Holding Co. 0.00% Reduce -23.2% 195 $31K
Nemes Rush Group LLC 0.00% Reduce -8.7% 190 $30K
Halbert Hargrove Global Advisors, LLC 0.00% No change 189 $30K
Pacific Center for Financial Services 0.01% Add +0.5% 189 $30K
Meramec Financial Planners, LLC 0.01% Add +0.6% 183 $28K
St Germain D J Co. Inc. 0.00% No change 175 $27K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $26K
Park Place Capital Corp 0.00% No change 160 $25K
Bayban 0.02% No change 155 $24K
Independence Bank of Kentucky 0.00% No change 155 $24K
MV Capital Management, Inc. 0.00% New 154 $24K
Hantz Financial Services, Inc. 0.00% Add +1272.7% 151 $24K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -24.5% 148 $23K
Parkside Financial Bank & Trust 0.00% Add +33.0% 141 $22K
Birchwood Financial Partners, Inc. 0.02% New 139 $22K
Wiser Advisor Group LLC 0.02% No change 135 $21K
Cornerstone National Bank & Trust Co 0.01% No change 135 $21K
Group One Trading LLC 0.00% New 133 $21K
ROSS\JOHNSON & Associates LLC 0.32% Add +61.0% 132 $21K
Godsey & Gibb, Inc. 0.00% Reduce -54.8% 132 $21K
NFSG Corp 0.00% Reduce -24.6% 132 $21K
Signature Equity Partners, LLC 0.01% Reduce -38.3% 129 $20K
Tradewinds Capital Management, LLC 0.00% New 125 $20K
Institute for Wealth Management, LLC. 0.00% New 123 $19K
CBIZ Investment Advisory Services, LLC 0.00% No change 135 $19K
Bruce G. Allen Investments, LLC 0.01% No change 114 $18K
Whittier Trust Co. 0.00% No change 113 $18K
HighMark Wealth Management LLC 0.01% No change 113 $18K
Bellevue Asset Management, LLC 0.01% No change 110 $17K
Rexford Capital Inc. 0.01% No change 108 $17K
Darwin Wealth Management, LLC 0.00% No change 107 $17K
Costello Asset Management, INC 0.01% Add +0.9% 107 $17K
Gladwyn Financial Advisors, Inc. 0.01% Add +0.9% 106 $17K
Winch Advisory Services, LLC 0.00% Add +1.0% 103 $16K
Hollencrest Capital Management 0.00% No change 100 $16K
Mosley Wealth Management 0.00% New 98 $15K
Evermay Wealth Management LLC 0.00% No change 95 $15K
Harbor Investment Advisory, LLC 0.00% Add +3.3% 95 $15K
TIAA Wealth Investment Management LLC 0.00% New 95 $15K
Rossby Financial, LCC 0.00% Reduce -81.3% 90 $14K
Friedenthal Financial 0.01% No change 89 $14K
Toronto Dominion Bank 0.00% New 81 $13K
PayPay Securities Corp 0.30% Reduce -14.3% 78 $12K
Horizon Investments, LLC 0.00% Reduce -50.0% 76 $12K
Gold Investment Management Ltd. 0.00% Add +250.0% 70 $11K
WestEnd Advisors, LLC 0.00% Reduce -41.5% 69 $11K
4Thought Financial Group Inc. 0.01% Add +8.1% 67 $11K
Miller Capital Partners, Inc. 0.00% No change 55 $9K
Davis Capital Management 0.00% No change 52 $8K
Ameriflex Group, Inc. 0.00% New 51 $8K
Pillar Financial Advisors, LLC 0.00% No change 44 $7K
Elevated Capital Advisors, LLC 0.00% No change 36 $6K
Cordant, Inc. 0.00% New 35 $5K
Crews Bank & Trust 0.00% No change 35 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $5K
Security National Bank 0.00% No change 34 $5K
Physician Wealth Advisors, Inc. 0.00% No change 33 $5K
Joseph Group Capital Management 0.00% New 32 $5K
Guardian Partners Inc. 0.00% New 31 $5K
Coastline Trust Co 0.00% No change 30 $5K
Westfuller Advisors, LLC 0.00% No change 30 $5K
Bfsg, LLC 0.00% Reduce -7.1% 26 $4K
Gen-Wealth Partners Inc 0.00% Add +13.0% 26 $4K
Virtus Advisers, LLC 0.00% Add +26.3% 24 $4K
Pittenger & Anderson Inc. 0.00% New 21 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
Wilkerson Advisory Group LLC 0.00% Reduce -5.6% 17 $3K
Legacies Wealth LLC 0.00% Reduce -50.0% 17 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 17 $3K
Colonial Trust Advisors 0.00% No change 17 $3K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Community Financial Services Group, LLC 0.00% New 15 $2K
Bell Investment Advisors, Inc 0.00% No change 14 $2K
Aspect Partners, LLC 0.00% No change 13 $2K
First Horizon Corp. 0.00% No change 13 $2K
Concord Wealth Partners 0.00% New 10 $2K
Dynamic Wealth Strategies, LLC 0.00% No change 8 $1K
Nvwm, LLC 0.00% No change 7 $1K
Front Row Advisors LLC 0.00% No change 7 $1K
Castlekeep Investment Advisors LLC 0.00% New 7 $1K
1620 Investment Advisors, Inc. 0.00% No change 5 $785
Albion Financial Group 0.00% No change 3 $489
Quaker Wealth Management, LLC 0.00% Reduce -57.1% 3 $471
Main Street Group, LTD 0.00% No change 1 $157
Atwood & Palmer Inc. 0.00% No change 1 $156

"% 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.