Vanguard High DVD Yield ETFVYMETF

13F holders, Q1 2024 (March 31)
1,604holders
5famous investors
$118.37avg. 13F price*

At the end of Q1 2024, 1,604 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings. The largest holders were Sumitomo Life Insurance Co. ($1.6B), Bank of America Corp. ($1.3B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard High DVD Yield ETF
CUSIP
921946406
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,604Q1 2024Q2 2024: 1,592Q2 2024Q3 2024: 1,657Q3 2024Q4 2024: 1,803Q4 2024Q1 2025: 1,801Q1 2025Q2 2025: 1,806Q2 2025Q3 2025: 1,841Q3 2025Q4 2025: 2,005Q4 2025Q1 2026: 2,021Q1 2026Q2 2026: 2,067Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions103$116.4M
Exits74$93.0M

Ownership 1,604 holders

Sumitomo Life Insurance Co. 41.81% No change 15,133,322 $1.6B
Bank of America Corp. 0.13% Reduce -2.0% 10,962,793 $1.3B
Morgan Stanley 0.09% Add +4.3% 9,544,714 $1.2B
LPL Financial LLC 0.32% Reduce -0.8% 4,995,098 $604.4M
Envestnet Asset Management Inc. 0.22% Add +1.1% 4,940,816 $597.8M
Wells Fargo & Company 0.15% Add +4.4% 4,602,082 $556.8M
Raymond James Financial Services Advisors, Inc. 0.73% Reduce -0.3% 4,047,824 $489.7M
Creative Planning 0.50% Reduce -2.4% 3,753,685 $454.2M
Raymond James & Associates 0.28% Reduce -0.7% 3,383,010 $409.3M
Vanguard Group Inc. 0.01% Add +0.5% 3,246,447 $392.8M
Ameriprise Financial Inc. 0.11% Reduce -6.0% 3,226,953 $390.6M
UBS Group AG 0.12% Reduce -9.1% 3,106,871 $375.9M
Royal Bank of Canada 0.07% Add +0.2% 2,508,540 $303.5M
JPMorgan Chase & Co. 0.02% Reduce -1.1% 2,213,011 $267.8M
Goldman Sachs Group Inc. 0.05% Reduce -3.0% 2,108,303 $255.1M
Mercer Global Advisors Inc. 0.71% Add +11.8% 2,073,672 $250.9M
Commonwealth Equity Services, LLC 0.40% Reduce -5.0% 1,998,021 $241.7M
Janney Montgomery Scott LLC 0.66% Add +0.6% 1,838,177 $222.4M
Manufacturers Life Insurance Company, The 0.20% Add +4.4% 1,737,272 $210.2M
Edge Capital Group, LLC 9.67% Add +3.5% 1,606,707 $194.4M
Cetera Investment Advisers 0.45% Add +579.6% 1,588,902 $192.2M
Pathstone Holdings, LLC 0.85% Add +1.3% 1,496,775 $181.1M
Meiji Yasuda Life Insurance Co 3.51% Reduce -39.0% 1,370,767 $165.8M
Stifel Financial Corp. 0.18% Reduce -23.0% 1,293,610 $156.5M
Jones Financial Companies LLLP 0.17% Reduce -1.0% 1,053,713 $127.5M
Truist Financial Corp. 0.18% Reduce -1.2% 1,008,001 $122.0M
Osaic Holdings, Inc. 0.27% Reduce -11.8% 1,002,008 $121.3M
PNC Financial Services Group, Inc. 0.08% Reduce -1.3% 1,000,836 $121.1M
Kestra Advisory Services, LLC 0.76% Add +3.2% 937,708 $113.5M
Rakuten Investment Management, Inc. 0.82% Add +2.7% 928,554 $112.3M
Joel Isaacson & Co., LLC 5.68% Add +3.5% 855,959 $103.6M
Charles Schwab Investment Advisory, Inc. 0.14% Reduce -8.7% 816,936 $98.8M
HighTower Advisors, LLC 0.15% Reduce -2.4% 773,050 $93.4M
Cambridge Investment Research Advisors, Inc. 0.36% Reduce -2.5% 770,990 $93.3M
Florida Trust Wealth Management Co 3.16% Reduce -12.1% 766,882 $92.8M
Wharton Business Group, LLC 4.33% Reduce -3.7% 744,491 $90.1M
Auto-Owners Insurance Co 2.32% No change 724,200 $87.6M
Bell Bank 6.97% Add +2.4% 669,729 $81.0M
Allworth Financial LP 0.57% Reduce -0.4% 666,513 $80.6M
Captrust Financial Advisors 0.29% Reduce -2.6% 656,628 $79.4M
Martel Wealth Advisors LLC 16.80% Add +1.8% 640,342 $77.5M
D.A. Davidson & Co. 0.69% Add +1.9% 629,985 $76.2M
Bank of Montreal 0.02% Add +3.1% 599,532 $72.3M
Assetmark, Inc. 0.23% Add +2.6% 582,853 $70.5M
Mesirow Financial Investment Management, Inc. 1.51% Add +5.2% 549,543 $66.5M
HCR Wealth Advisors 10.05% Reduce -1.6% 547,872 $66.3M
Stratos Wealth Partners, LTD. 1.11% Add +34.3% 544,949 $65.9M
Marino, Stram & Associates LLC 14.94% Add +1.6% 521,649 $63.1M
Baird Financial Group, Inc. 0.13% Reduce -7.3% 515,268 $62.3M
Operose Advisors LLC 20.40% Reduce -2.7% 498,876 $60.4M
Pinnacle Associates Ltd. 0.94% Add +0.1% 495,079 $59.9M
Northeast Financial Consultants Inc 2.90% Reduce -0.9% 488,829 $59.1M
MML Investors Services, LLC 0.24% Reduce -19.6% 485,977 $58.8M
Bank of Hawaii 2.81% Add +0.4% 477,765 $57.8M
Mariner, LLC 0.12% Reduce -11.1% 473,010 $57.2M
Cerity Partners LLC 0.15% Reduce -11.6% 464,279 $55.6M
Arlington Trust Co LLC 14.24% Add +0.4% 458,092 $55.4M
One Day In July LLC 7.25% Add +12.2% 451,470 $54.6M
Equitable Holdings, Inc. 0.61% Reduce -1.1% 449,868 $54.4M
Private Advisor Group, LLC 0.36% Add +5.3% 419,338 $50.7M
Inspirion Wealth Advisors, LLC 8.01% Add +4.2% 400,466 $48.5M
White Lighthouse Investment Management Inc. 9.84% Add +2.0% 400,257 $48.4M
State of Wisconsin - Board of Commissioners of Public Lands 11.47% No change 398,397 $48.2M
Waldron Private Wealth LLC 2.13% Reduce -0.2% 389,680 $47.1M
Steward Partners Investment Advisory, LLC 0.52% Add +5.8% 385,966 $46.7M
Wealth Enhancement Advisory Services, LLC 0.12% Add +3.5% 385,155 $46.6M
Smithfield Trust Co 2.32% Add +4.5% 361,632 $43.7M
M&T Bank Corp 0.15% Reduce -2.0% 348,360 $42.1M
Wellspring Financial Advisors, LLC 6.47% Add +13.4% 2,102,116 $40.9M
Atria Wealth Solutions, Inc. 0.45% Add +4.0% 331,623 $40.1M
Moneta Group Investment Advisors LLC 0.63% Reduce -8.6% 321,072 $38.8M
MBM Wealth Consultants, LLC 12.82% Add +0.5% 301,180 $36.4M
Waverly Advisors, LLC 0.85% Add +42.1% 298,674 $36.1M
Twele Capital Management, Inc. 8.10% Reduce -2.1% 295,808 $35.8M
Sabal Trust CO 2.03% Reduce -0.2% 288,287 $34.9M
Cornerstone Advisory, LLC 4.87% Add +3.9% 282,426 $34.2M
Executive Wealth Group LLC 7.08% Add +199.4% 292,300 $34.0M
Opus Capital Group, LLC 4.94% Reduce -6.6% 279,225 $33.8M
Beacon Financial Group 3.87% Reduce -11.2% 278,404 $33.7M
Performance Wealth Partners, LLC 1.41% Reduce -49.4% 277,497 $33.6M
Pinnacle Wealth Management Advisory Group, LLC 3.54% Add +0.4% 272,359 $33.0M
Keybank National Association 0.13% Reduce -4.3% 269,937 $32.7M
Baltimore-Washington Financial Advisors, Inc. 2.06% Add +11.1% 267,893 $32.4M
Avantax Advisory Services, Inc. 0.28% Reduce -1.7% 263,416 $31.9M
Conservest Capital Advisors, Inc. 3.24% Reduce -5.9% 262,155 $31.7M
Round Rock Advisors LLC 7.55% Add +0.6% 260,366 $31.5M
Heartwood Wealth Advisors LLC 3.85% Add +4.1% 258,660 $31.3M
Corient Private Wealth LP 0.06% Reduce -3.5% 255,762 $30.9M
US Bancorp \de 0.04% Reduce -11.9% 252,348 $30.5M
Beacon Pointe Advisors, LLC 0.34% Reduce -0.2% 252,142 $30.5M
CVS HEALTH Corp 14.40% No change 252,032 $30.5M
Benchmark Wealth Management, LLC 16.56% Reduce -0.2% 251,171 $30.4M
Highland Financial Advisors, LLC 11.92% Reduce -2.4% 246,172 $29.8M
Act Wealth Management, LLC 14.75% Add +2.0% 241,933 $29.3M
Zhang Financial LLC 2.17% Add +16.3% 241,829 $29.3M
WASHINGTON TRUST Co 1.05% Reduce -0.5% 235,811 $28.5M
Human Investing LLC 5.70% Reduce -0.9% 234,432 $28.4M
Rebalance, LLC 2.32% Add +1.6% 233,701 $28.3M
Focus Financial Network, Inc. 1.35% — 241,709 $27.8M
Iron Horse Wealth Management, LLC 10.89% Add +2.9% 227,354 $27.5M
Salomon & Ludwin, LLC 2.33% Reduce -7.1% 224,045 $27.1M
Regions Financial Corp. 0.20% Reduce -0.8% 223,134 $27.0M
Graves Light Lenhart Wealth, Inc. 3.11% Add +0.1% 221,767 $26.8M
Integrated Wealth Concepts LLC 0.39% Reduce -0.6% 219,615 $26.6M
Sei Investments Co. 0.04% Add +29.5% 219,016 $26.5M
United Services Automobile Association 0.65% Reduce -10.7% 218,637 $26.5M
Venture Visionary Partners LLC 1.24% Add +0.7% 216,250 $26.2M
GSG Advisors LLC 9.59% Reduce -9.1% 217,989 $26.1M
Berkeley Capital Partners, LLC 7.80% Reduce -0.5% 211,571 $25.6M
DeDora Capital, Inc. 8.10% Reduce -1.0% 210,382 $25.5M
FineMark National Bank & Trust 0.94% Reduce -1.5% 209,045 $25.3M
Financial Planning & Information Services, Inc. 3.77% Reduce -1.6% 207,410 $25.1M
Montis Financial, LLC 11.89% Reduce -3.1% 206,852 $25.0M
Lido Advisors, LLC 0.22% Reduce -2.7% 204,687 $24.8M
Arkos Global Advisors 4.13% Reduce -4.2% 204,584 $24.8M
Wolff Financial Management LLC 7.18% Reduce -0.4% 203,527 $24.6M
New England Asset Management Inc. 3.98% No change 203,450 $24.6M
NewEdge Advisors, LLC 0.21% Add +6.4% 201,097 $24.3M
Focused Wealth Management, Inc 3.78% Add +1.1% 200,292 $24.2M
Southern Farm Bureau Life Insurance 4.01% No change 200,033 $24.2M
Comerica Bank 0.10% Reduce -3.9% 198,185 $24.0M
Roble, Belko & Company, Inc 4.10% Add +21.0% 197,646 $23.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.94% Reduce -1.6% 197,352 $23.9M
DAVENPORT & Co LLC 0.15% Add +6.0% 197,284 $23.9M
Institutional & Family Asset Management, LLC 3.76% Reduce -1.5% 194,672 $23.6M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -12.6% 193,025 $23.4M
Old National Bancorp 0.55% Reduce -4.0% 192,788 $23.3M
IFG Advisory, LLC 1.73% Add +3.6% 192,077 $23.2M
First Manhattan Co. Llc. 0.07% Reduce -3.6% 186,952 $22.6M
Oak Harvest Investment Services 3.73% Add +0.0% 185,369 $22.4M
Townsquare Capital LLC 0.32% Add +247.9% 180,303 $21.8M
Buska Wealth Management, LLC 9.53% — 179,745 $21.7M
Ratio Wealth Group 4.03% Add +3.0% 178,867 $21.6M
AE Wealth Management LLC 0.24% Reduce -62.1% 178,620 $21.6M
First Hawaiian Bank 0.66% Reduce -3.7% 175,731 $21.3M
Commerce Bank 0.14% Add +3.5% 171,850 $20.8M
Charles Schwab Investment Management Inc. 0.00% Add +81.5% 171,632 $20.6M
Focus Partners Wealth 0.17% Add +4.3% 170,508 $20.6M
CENTRAL TRUST Co 0.51% Reduce -5.1% 169,677 $20.5M
Pinnacle Financial Partners Inc 0.44% Add +7.9% 169,430 $20.5M
Wellington Management Group LLP 0.00% Add +27.3% 167,281 $20.2M
Avion Wealth 5.43% Add +3.8% 167,270 $20.2M
Forum Private Client Group LLC 9.67% Add +4.9% 165,263 $20.0M
Piedmont Capital Management, LLC 13.51% Reduce -1.7% 166,031 $19.9M
TBH Global Asset Management, LLC 3.89% Reduce -17.9% 160,866 $19.5M
Northern Trust Corp. 0.00% Add +17.1% 160,844 $19.5M
Keudell/Morrison Wealth Management 5.83% Reduce -3.6% 159,239 $19.3M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -38.3% 159,158 $19.3M
Procyon Advisors, LLC 1.48% Add +6.0% 157,637 $19.1M
Baker Ellis Asset Management LLC 2.78% Reduce -4.0% 154,448 $18.7M
Dagco, Inc. 8.50% New 154,320 $18.7M
Pacific Capital Wealth Advisors, Inc. 4.38% Add +0.0% 153,884 $18.6M
Francis Financial, Inc. 5.97% Add +1.5% 152,576 $18.5M
Wealthspire Advisors, LLC 0.24% Add +3.9% 151,086 $18.3M
Mutual Advisors, LLC 0.59% Add +1.4% 150,869 $18.3M
Destiny Wealth Partners, LLC 3.26% Reduce -6.3% 150,347 $18.2M
Essex Financial Services, Inc. 1.67% Add +0.4% 149,274 $18.1M
Nations Financial Group Inc, /Ia/ 1.51% Reduce -3.3% 148,704 $18.0M
FMR LLC 0.00% Add +13.5% 148,699 $18.0M
Ariston Services Group 16.69% No change 144,073 $17.4M
Blair William & Co. 0.05% Reduce -3.9% 142,257 $17.2M
EPG Wealth Management LLC 4.20% Add +0.4% 141,664 $17.1M
Lincoln National Corp. 0.27% Reduce -4.5% 141,271 $17.1M
Annandale Capital, LLC 3.81% Add +3.4% 139,295 $16.9M
Employees' Retirement Fund of the City of Fort Worth 3.13% No change 139,146 $16.8M
Concurrent Investment Advisors, LLC 0.68% Add +3.8% 138,621 $16.8M
Northside Capital Management, LLC 2.98% No change 138,253 $16.7M
Merit Financial Group, LLC 0.39% Add +1649.4% 140,810 $16.5M
Money Concepts Capital Corp. 1.52% Add +5.3% 135,821 $16.4M
Bessemer Group Inc. 0.03% Add +2.2% 135,378 $16.4M
Executive Wealth Management, LLC 1.43% Add +185.4% 135,485 $16.3M
Exencial Wealth Advisors, LLC 0.61% Add +1299.4% 133,905 $16.2M
Fiduciary Trust Co 0.25% Reduce -0.6% 133,834 $16.2M
Financial Perspectives, Inc 6.13% Reduce -0.3% 133,735 $16.2M
Valmark Advisers, Inc. 0.28% Add +4.7% 132,825 $16.1M
Measured Wealth Private Client Group, LLC 5.51% Reduce -2.8% 130,429 $15.8M
Angeles Investment Advisors, LLC 0.84% No change 130,200 $15.8M
First Horizon Advisors, Inc. 0.48% Reduce -8.8% 129,630 $15.7M
Principle Wealth Partners LLC 1.23% Add +0.3% 129,629 $15.7M
Wealth Dimensions Group, Ltd. 4.62% Add +0.4% 129,368 $15.7M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 129,255 $15.6M
Unison Advisors LLC 1.54% Reduce -4.1% 128,896 $15.6M
Investment Advisory Group, LLC 6.41% Add +3.4% 128,124 $15.5M
Long Run Wealth Advisors, LLC 4.06% Add +3.6% 127,492 $15.4M
Westside Investment Management, Inc. 3.68% Add +7.2% 126,985 $15.4M
Paragon Financial Partners, Inc. 12.53% Add +2.0% 125,791 $15.2M
Integrated Advisors Network LLC 0.78% Reduce -24.7% 125,739 $15.2M
Deutsche Bank AG 0.01% Reduce -14.8% 123,016 $14.9M
PFG Advisors 1.06% Add +5.0% 120,357 $14.6M
Select Asset Management & Trust 6.04% New 120,151 $14.5M
Patriot Investment Management Group, Inc. 1.15% Add +0.7% 120,021 $14.5M
Transcend Capital Advisors, LLC 1.16% Reduce -3.0% 119,936 $14.5M
Wealthcare Advisory Partners LLC 0.48% Reduce -6.4% 119,773 $14.5M
Cresset Asset Management, LLC 0.07% Add +11.7% 119,270 $14.4M
Hardy Reed LLC 1.77% Reduce -5.2% 118,058 $14.3M
Portfolio Strategies, Inc. 0.97% New 118,058 $14.3M
Trustmark Bank Trust Department 1.16% New 117,995 $14.3M
LBMC Investment Advisors, LLC 1.23% Reduce -0.1% 117,621 $14.2M
Rockefeller Capital Management L.P. 0.04% Add +1.2% 116,961 $14.2M
Quaker Wealth Management, LLC 5.72% Reduce -8.6% 116,186 $14.1M
Asset Allocation & Management Company, LLC 9.19% No change 116,029 $14.0M
SlateStone Wealth, LLC 1.40% Reduce -1.7% 115,552 $14.0M
Apeiron RIA LLC 4.01% Reduce -3.8% 114,510 $13.9M
First National Trust Co 0.56% Add +5.5% 114,049 $13.8M
Headinvest, LLC 2.68% Reduce -1.1% 113,459 $13.7M
Capital Advisors Inc. 0.29% Reduce -51.4% 112,757 $13.6M
Advisory Services Network, LLC 0.30% Reduce -21.5% 110,980 $13.4M
Bernardo Wealth Planning LLC 3.73% Add +9.7% 110,973 $13.4M
Ballast, Inc. 4.13% Add +0.8% 107,994 $13.1M
Capital Advisors Wealth Management, LLC 2.70% Reduce -19.0% 107,480 $13.0M
Peapack Gladstone Financial Corp. 0.20% Add +17.3% 105,834 $12.8M
StoneX Group Inc. 1.14% Reduce -11.3% 105,167 $12.7M
Susquehanna International Group, LLP 0.02% Add +330.9% 105,101 $12.7M
Evergreen Capital Management LLC 0.48% Add +2.5% 104,350 $12.6M
Citigroup Inc. 0.01% Reduce -2.2% 104,221 $12.6M
Ameritas Advisory Services, LLC 0.52% Add +17.4% 105,354 $12.6M
CreativeOne Wealth, LLC 0.49% Add +92.7% 102,016 $12.3M
McNaughton Wealth Management, LLC 6.84% Add +1.3% 102,010 $12.3M
Stokes Family Office, LLC 1.54% Add +0.1% 101,656 $12.3M
Hancock Whitney Corp. 0.42% Reduce -4.8% 100,821 $12.2M
Cherry Tree Wealth Management, LLC 3.05% Add +3.7% 100,246 $12.1M
Linscomb Wealth, Inc. 0.62% Reduce -4.0% 99,870 $12.1M
Howard Wealth Management, LLC 9.71% Reduce -0.2% 98,727 $11.9M
PFG Private Wealth Management, LLC 7.46% Add +980120.0% 98,022 $11.9M
Pointe Capital Management LLC 7.21% Add +2.7% 97,365 $11.8M
Steele Capital Management, Inc. 0.67% Add +7.2% 96,522 $11.7M
Bryn Mawr Trust Advisors, LLC 0.66% Reduce -1.1% 95,719 $11.6M
Composition Wealth, LLC 0.29% Add +0.5% 94,374 $11.4M
Private Advisory Group LLC 1.63% Add +31.9% 94,245 $11.4M
Evermay Wealth Management LLC 1.71% Add +1558.9% 93,825 $11.4M
Associated Banc-Corp 0.36% Add +13.8% 93,582 $11.3M
Forvis Mazars Wealth Advisors, LLC 0.28% Reduce -0.6% 90,984 $11.0M
High Net Worth Advisory Group LLC 3.46% Add +14.4% 90,941 $11.0M
Kinsale Capital Group, Inc. 4.33% Reduce -49.8% 90,560 $11.0M
Thrivent Financial for Lutherans 0.02% Add +59.3% 88,601 $10.7M
Summit Wealth Partners, LLC 2.28% Reduce -0.9% 88,459 $10.7M
Capstone Wealth Management Group, LLC 7.66% Reduce -4.9% 88,238 $10.7M
Asset Allocation Strategies LLC 3.74% Add +3.1% 87,569 $10.6M
Mittelman Wealth Management 7.15% — 87,172 $10.5M
Arthur M. Cohen & Associates, LLC 2.21% Add +0.3% 87,118 $10.4M
CIBC Private Wealth Group LLC 0.02% Add +10.3% 86,377 $10.4M
Chelsea Counsel Co. 5.88% Reduce -2.3% 85,650 $10.4M
Natixis Advisors, LLC 0.02% Reduce -0.3% 85,421 $10.3M
Sigma Investment Counselors Inc. 0.66% Reduce -6.7% 84,637 $10.2M
PFG Investments, LLC 0.61% Add +93.0% 83,796 $10.1M
Brown Advisory Inc. 0.01% Reduce -14.5% 82,268 $10.0M
Romano Brothers and Company 1.36% Reduce -3.7% 82,111 $9.9M
Granite FO LLC 5.82% Reduce -10.0% 78,734 $9.9M
Ieq Capital, LLC 0.14% Add +0.5% 81,676 $9.9M
Country Club Bank 0.70% Reduce -3.0% 81,616 $9.9M
Grandview Asset Management LLC 4.43% Add +0.5% 80,608 $9.8M
Certified Advisory Corp 1.36% Reduce -8.7% 80,325 $9.7M
Sunburst Financial Group, LLC 2.73% Reduce -15.2% 80,151 $9.7M
Abbrea Capital, LLC 1.27% Add +0.2% 79,757 $9.7M
Penney Financial, LLC 7.11% Add +2.2% 79,622 $9.6M
Stephens Inc. 0.15% Add +0.0% 79,428 $9.6M
IFP Advisors, Inc 0.42% Add +3.2% 79,240 $9.6M
Prentice Wealth Management LLC 3.32% Add +2.8% 79,082 $9.6M
National Bank of Canada 0.02% Reduce -5.1% 79,075 $9.5M
Thrive Capital Management, LLC 5.02% Reduce -12.8% 91,925 $9.4M
United Capital Financial Advisors, LLC 0.08% Reduce -2.4% 77,341 $9.4M
Global Wealth Management Investment Advisory, Inc. 2.29% Add +1.6% 77,210 $9.3M
Crescent Grove Advisors, LLC 0.97% Reduce -8.2% 76,587 $9.3M
Seneca Financial Advisors LLC 4.88% Reduce -1.4% 75,692 $9.2M
Woodmont Investment Counsel LLC 0.77% Reduce -6.2% 75,420 $9.1M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -3.3% 75,190 $9.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Reduce -1.1% 74,644 $9.0M
Baron Silver Stevens Financial Advisors, LLC 1.75% Add +0.8% 74,097 $9.0M
Milestone Investment Advisors LLC 2.40% Reduce -11.2% 73,604 $8.9M
Kestra Private Wealth Services, LLC 0.20% Add +3.5% 73,372 $8.9M
Pettinga Financial Advisors LLC 2.26% Add +1.5% 73,242 $8.9M
Sonata Capital Group Inc. 4.02% Reduce -0.5% 73,009 $8.8M
waypoint wealth counsel 6.79% Reduce -0.8% 72,766 $8.8M
Atria Investments, Inc 0.12% Reduce -0.6% 72,720 $8.8M
AMG National Trust Bank 0.26% Reduce -4.2% 72,704 $8.8M
Royal Fund Management, LLC 1.01% Add +0.6% 72,093 $8.7M
OneAscent Financial Services LLC 0.96% Reduce -65.1% 71,637 $8.7M
Whittier Trust Co. 0.13% Reduce -5.3% 71,186 $8.6M
Avior Wealth Management, LLC 0.40% Add +3.2% 70,905 $8.6M
Pps&v Asset Management Consultants, Inc. 6.31% Add +0.3% 70,821 $8.6M
Flagship Harbor Advisors, LLC 0.55% Reduce -4.5% 70,443 $8.5M
Octavia Wealth Advisors, LLC 1.24% Reduce -66.6% 69,578 $8.4M
BIP Wealth, LLC 0.61% Reduce -1.6% 69,249 $8.4M
Means Investment Co., Inc. 1.08% Reduce -11.7% 69,155 $8.4M
Strategic Family Wealth Counselors, L.L.C. 3.29% Add +1.9% 68,817 $8.3M
Avantax Planning Partners, Inc. 0.27% Reduce -0.3% 68,698 $8.3M
Accretive Wealth Partners, LLC 3.65% Add +7.7% 70,447 $8.3M
Stonebridge Capital Advisors LLC 0.74% Add +23.4% 67,730 $8.2M
Brookstone Capital Management 0.15% Reduce -0.1% 67,674 $8.2M
Elevation Point Wealth Partners, LLC 0.62% Add +0.6% 67,209 $8.1M
Agf Management Ltd. 0.05% Reduce -1.3% 66,940 $8.1M
Yarger Wealth Strategies, LLC 5.49% Add +511.7% 66,673 $8.1M
Sterling Financial Planning, Inc. 3.26% Add +0.5% 66,580 $8.1M
Evergreen Wealth Management, LLC 5.44% No change 66,461 $8.0M
Vestmark Advisory Solutions, Inc. 0.35% Reduce -26.4% 66,460 $8.0M
Pinnacle Financial Group, LLC / IL 3.53% Add +8.6% 66,453 $8.0M
Agilis Partners LLC 2.05% No change 66,368 $8.0M
HBW Advisory Services LLC 1.50% No change 71,859 $8.0M
Darrow Company, Inc. 5.22% Reduce -14.1% 65,903 $8.0M
Quadcap Wealth Management, LLC 1.81% Add +1.0% 65,903 $8.0M
Williams Jones Wealth Management, LLC. 0.10% Reduce -1.1% 65,508 $7.9M
HB Wealth Management, LLC 0.10% Add +3.4% 65,190 $7.9M
Eagle Strategies LLC 1.74% Add +227.5% 64,868 $7.8M
Arax Advisory Partners 0.82% Reduce -16.8% 64,388 $7.8M
Leelyn Smith, LLC 1.54% Reduce -0.9% 63,687 $7.7M
Mission Wealth Management, LP 0.21% Add +2.8% 63,567 $7.7M
Sage Financial Management Group, Inc. 3.63% Add +6.6% 63,335 $7.7M
180 Wealth Advisors, LLC 1.38% Reduce -0.7% 63,323 $7.7M
Cascade Financial Partners, LLC 1.10% — 65,884 $7.6M
EP Wealth Advisors, LLC 0.09% Add +3.1% 62,798 $7.6M
Capital Analysts, LLC 0.35% Reduce -10.1% 62,602 $7.6M
Armor Investment Advisors, LLC 3.59% Reduce -2.9% 61,668 $7.5M
Park Avenue Securities LLC 0.10% Reduce -0.8% 61,429 $7.4M
XML Financial, LLC 0.75% Reduce -4.2% 60,716 $7.3M
Blackston Financial Advisory Group, LLC 4.88% Add +0.0% 60,711 $7.3M
Global Retirement Partners, LLC 0.27% Reduce -11.8% 60,699 $7.3M
Howe & Rusling Inc. 0.70% Reduce -49.0% 60,088 $7.3M
RDA Financial Network 2.48% Add +1.9% 59,694 $7.2M
Busey Bank 0.26% Add +10.7% 59,558 $7.2M
Tilson Financial Group, Inc. 3.81% Add +0.2% 58,543 $7.1M
Independent Financial Group, LLC 0.32% Add +0.5% 58,466 $7.1M
JFS Wealth Advisors, LLC 0.56% Reduce -2.6% 58,356 $7.1M
Raymond James Trust N.A. 0.17% Add +1.2% 58,085 $7.0M
Prime Capital Investment Advisors, LLC 0.10% Reduce -2.6% 58,016 $7.0M
Iron Gate Global Advisors LLC 1.27% Add +8.4% 58,110 $7.0M
Raab & Moskowitz Asset Management LLC 1.95% Add +14.4% 57,727 $7.0M
Stillwater Capital Advisors, LLC 1.02% Reduce -2.1% 56,899 $6.9M
Montz Harcus Wealth Management LLC 4.65% Add +0.2% 56,848 $6.9M
Walled Lake Planning & Wealth Management, LLC 2.81% Reduce -1.3% 56,493 $6.8M
Aptus Capital Advisors, LLC 0.15% Add +12.5% 55,934 $6.8M
Summit Financial, LLC 0.40% Add +15.3% 55,902 $6.8M
Rollins Financial Advisors, LLC 1.27% Add +82.8% 55,795 $6.8M
Matrix Asset Advisors Inc. 0.80% Add +2.5% 55,642 $6.7M
Sage Rhino Capital LLC 1.57% Add +0.2% 54,988 $6.7M
Etfidea, LLC 2.26% No change 54,761 $6.6M
Evanson Asset Management, LLC 0.49% Add +2.1% 54,372 $6.6M
Modera Wealth Management, LLC 0.10% Reduce -3.9% 54,274 $6.6M
Quest Investment Management LLC 0.73% Add +0.6% 54,234 $6.6M
Glen Eagle Advisors, LLC 1.24% Add +6.2% 54,139 $6.6M
Chaney Capital Management, Inc. 5.25% Reduce -6.6% 54,005 $6.5M
First PREMIER Bank 1.73% Reduce -0.6% 53,985 $6.5M
Oxler Private Wealth LLC 2.54% Reduce -2.6% 53,651 $6.5M
Trinity Financial Advisors LLC 2.92% Reduce -7.9% 53,572 $6.5M
Global Strategic Investment Solutions, LLC 0.76% Reduce -3.8% 53,557 $6.5M
Dodds Wealth, LLC 2.62% Add +7.7% 53,223 $6.4M
GW Henssler & Associates Ltd. 0.37% Add +15.7% 52,579 $6.4M
Dynamic Advisor Solutions LLC 0.21% Add +0.5% 51,870 $6.3M
Union Savings Bank 3.27% Reduce -20.3% 51,640 $6.2M
GC Wealth Management RIA, LLC 1.25% Add +14.1% 51,493 $6.2M
Parallel Advisors, LLC 0.17% Reduce -1.5% 51,436 $6.2M
WealthBridge Capital Management, LLC 2.08% Add +3.9% 51,083 $6.2M
Cwm, LLC 0.03% Add +6.3% 51,073 $6.2M
Resonant Capital Advisors, LLC 0.52% No change 50,510 $6.1M
Citadel Advisors 0.01% Add +59.4% 50,046 $6.1M
U.S. Capital Wealth Advisors, LLC 0.23% Add +43.3% 49,665 $6.0M
Caprock Group, LLC 0.34% Add +0.9% 49,365 $6.0M
Wells Financial Advisors INC 4.07% Reduce -0.9% 49,337 $6.0M
Cypress Wealth Services, LLC 1.36% Reduce -4.8% 48,203 $5.8M
Allen Capital Group, LLC 0.83% Add +1.4% 47,527 $5.8M
Sound View Wealth Advisors Group, LLC 0.61% Reduce -3.3% 47,459 $5.7M
Western Pacific Wealth Management, LP 4.16% Add +14.6% 47,374 $5.7M
Clear Harbor Asset Management, LLC 0.50% Reduce -2.7% 46,734 $5.7M
Concourse Financial Group Securities, Inc. 0.36% Add +155.7% 46,600 $5.6M
Jmac Enterprises LLC 1.04% Add +13.7% 46,317 $5.6M
City State Bank 2.47% Add +7.8% 46,280 $5.6M
Dumont & Blake Investment Advisors LLC 1.61% Reduce -1.8% 46,186 $5.6M
Dorsey & Whitney Trust CO LLC 0.38% Reduce -2.3% 45,733 $5.5M
Biltmore Family Office, LLC 1.09% Reduce -0.0% 45,729 $5.5M
Accel Wealth Management 2.35% Add +0.9% 45,682 $5.5M
MidAtlantic Capital Management, Inc. 4.84% Add +2.1% 45,551 $5.5M
Stock Yards Bank & Trust Co. 0.18% Reduce -2.3% 45,533 $5.5M
Harbour Investments, Inc. 0.19% Add +5.7% 44,978 $5.4M
Sageworth Trust Co 0.35% Reduce -0.5% 44,747 $5.4M
Principal Securities, Inc. 0.17% Reduce -2.4% 44,570 $5.4M
Ranch Capital Advisors Inc. 2.91% Add +2.1% 44,539 $5.4M
Guardian Financial Partners, LLC 3.69% Add +21.9% 44,477 $5.4M
Talisman Wealth Advisors LLC 6.75% Add +5.6% 44,364 $5.4M
Childress Capital Advisors, LLC 1.56% No change 44,358 $5.4M
Breakwater Investment Management 2.46% — 44,251 $5.4M
Rooted Wealth Advisors, Inc. 2.64% Add +0.3% 44,542 $5.3M
Clearstead Advisors, LLC 0.26% Reduce -1.2% 44,407 $5.3M
Janus Henderson Group PLC 0.00% Add +13.1% 43,857 $5.3M
McGlone Suttner Wealth Management, Inc. 0.99% Reduce -4.2% 43,658 $5.3M
Synovus Financial Corp. 0.07% Add +1.1% 43,594 $5.3M
Goldstone Financial Group, LLC 1.20% Reduce -1.4% 43,247 $5.2M
Signature Estate & Investment Advisors LLC 0.15% Add +1.1% 42,886 $5.2M
Wealth Management Associates, Inc. 2.41% Reduce -1.0% 43,361 $5.1M
Tritonpoint Wealth, LLC 0.54% Reduce -0.0% 45,975 $5.1M
Walter & Keenan Wealth Management LLC /in/ 1.68% Add +7.9% 42,356 $5.1M
CoreFirst Bank & Trust 3.20% Add +0.4% 42,281 $5.1M
Haverford Trust Co 0.05% Reduce -5.5% 41,889 $5.1M
Phoenix Financial Ltd. 0.07% No change 41,674 $5.0M
Investors Research Corp 1.18% Add +2.1% 41,551 $5.0M
Arcataur Capital Management LLC 1.79% Reduce -1.1% 41,256 $5.0M
FFG Retirement Advisors LLC 3.51% Add +2.1% 41,201 $5.0M
Sowell Financial Services LLC 0.23% Reduce -3.0% 40,918 $5.0M
Telos Capital Management, Inc. 0.56% Reduce -3.8% 40,788 $4.9M
West Bancorporation Inc. 3.23% Reduce -5.9% 40,598 $4.9M
Verity & Verity, LLC 0.54% Reduce -6.2% 40,001 $4.8M
Hofer & Associates. Inc 4.04% Add +2.3% 39,651 $4.8M
Kohmann Bosshard Financial Services, LLC 0.65% No change 38,831 $4.7M
Nissay Asset Management Corp. /Japan 0.03% No change 38,400 $4.6M
Sigma Planning Corp 0.14% Add +109.6% 38,116 $4.6M
CVA Family Office, LLC 0.82% Add +1.1% 37,953 $4.6M
Alaska Permanent Capital Management, LLC 0.36% Reduce -8.6% 37,885 $4.6M
Hanover Advisors Inc. 1.92% Add +20.4% 37,880 $4.6M
tru Independence LLC 1.34% Reduce -1.6% 37,639 $4.6M
Rosenberg Matthew Hamilton 1.31% Add +5.5% 37,601 $4.5M
Foundations Investment Advisors, LLC 0.12% Reduce -2.1% 37,276 $4.5M
Ritholtz Wealth Management 0.15% Add +16.0% 37,135 $4.5M
CoreCap Advisors, LLC 0.24% Reduce -86.5% 36,969 $4.5M
Personal Cfo Solutions, LLC 0.70% Reduce -0.6% 36,825 $4.5M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -0.2% 42,666 $4.4M
Rockland Trust Co. 0.23% Reduce -2.0% 36,212 $4.4M
Ironsides Asset Advisors, LLC 1.49% Add +2.4% 35,994 $4.4M
Sweeney & Michel, LLC 1.92% — 36,074 $4.3M
Cary Street Partners Investment Advisory LLC 0.18% Add +2.0% 35,763 $4.3M
Southland Equity Partners LLC 1.21% Add +3.3% 35,602 $4.3M
Semmax Financial Advisors Inc. 1.41% Add +5.1% 35,740 $4.3M
Embree Financial Group 0.84% Reduce -4.7% 35,315 $4.3M
Covington Investment Advisors Inc. 0.69% Add +7.5% 35,136 $4.3M
J.W. Cole Advisors, Inc. 0.21% Reduce -0.4% 35,147 $4.2M
Wealth Management Partners, LLC 2.14% Reduce -8.8% 34,781 $4.2M
PAX Financial Group, LLC 0.84% Reduce -5.2% 34,678 $4.2M
Wealthspan Partners, LLC 2.46% Add +0.6% 34,571 $4.2M
NORTHSTAR ASSET MANAGEMENT Co 1.02% Add +6.2% 34,310 $4.2M
Geneos Wealth Management Inc. 0.19% Add +0.7% 34,096 $4.1M
R. W. Roge & Company, Inc. 2.47% Reduce -3.5% 33,846 $4.1M
Curran Financial Partners, LLC 1.42% Reduce -10.3% 33,834 $4.1M
Level Four Advisory Services, LLC 0.22% No change 36,635 $4.1M
Apollon Wealth Management, LLC 0.13% Add +35.7% 33,761 $4.1M
Steward Partners Investment Solutions, LLC 0.69% Reduce -0.9% 33,690 $4.1M
Everett Harris & Co. 0.05% Reduce -9.3% 33,608 $4.1M
Parsons Capital Management Inc. 0.28% Reduce -7.8% 33,569 $4.1M
CORDA Investment Management, LLC. 0.32% Reduce -54.9% 33,499 $4.1M
Penserra Capital Management LLC 0.05% New 33,307 $4.0M
Lake Street Advisors Group, LLC 0.19% Reduce -18.6% 33,064 $4.0M
Flagstar Securities, Inc. 1.11% Add +22.2% 33,038 $4.0M
Kapstone Financial Advisors LLC 2.70% Add +2.3% 32,820 $4.0M
Stuart Chaussee & Associates, Inc. 1.14% Reduce -0.2% 32,738 $4.0M
Creative Financial Designs Inc. 0.37% Add +7.3% 32,608 $3.9M
LifeSteps Financial, Inc. 2.98% Reduce -0.7% 32,564 $3.9M
Sovereign Financial Group, Inc. 1.05% Add +1.0% 32,561 $3.9M
Culbertson A N & Co. Inc. 0.68% Add +0.8% 32,548 $3.9M
Simon Quick Advisors, LLC 0.29% Reduce -0.0% 32,526 $3.9M
Financial Advocates Investment Management 0.23% Reduce -3.3% 32,487 $3.9M
Wealthspire Retirement, LLC 0.34% Reduce -12.7% 32,208 $3.9M
Focus Partners Advisor Solutions, LLC 0.11% Add +136.2% 31,957 $3.9M
Imprint Wealth LLC 0.93% New 31,898 $3.8M
Advisors Capital Management, LLC 0.07% Add +7.2% 31,652 $3.8M
Donaldson Capital Management, LLC 0.16% Reduce -8.0% 31,585 $3.8M
Ally Invest Advisors Inc. 0.38% Reduce -8.5% 31,544 $3.8M
Financial Counselors Inc. 0.06% Reduce -1.8% 31,536 $3.8M
Quantum Capital Management, LLC / NJ 0.41% Add +0.6% 31,505 $3.8M
Burns J W & Co. Inc. 0.52% Reduce -4.2% 31,121 $3.8M
Bridgewealth Advisory Group, LLC 1.84% Reduce -33.2% 30,989 $3.7M
Consolidated Portfolio Review Corp 0.98% Reduce -14.3% 30,866 $3.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -14.3% 30,685 $3.7M
Orion Portfolio Solutions, LLC 0.04% Reduce -14.3% 30,685 $3.7M
Carmichael Hill & Associates, Inc. 1.53% Reduce -1.5% 30,667 $3.7M
Ayalon Insurance Comp Ltd. 1.23% Add +13.7% 30,513 $3.7M
Lane & Associates LLC 2.32% Add +10.4% 30,448 $3.7M
MAI Capital Management 0.04% Add +37.3% 30,210 $3.7M
Benjamin F. Edwards & Company, Inc. 0.07% Reduce -0.9% 30,114 $3.6M
Capital Investment Advisory Services, LLC 0.39% Add +3.2% 30,000 $3.6M
Buckingham Strategic Wealth, LLC 0.04% Reduce -8.3% 29,901 $3.6M
OneDigital Investment Advisors LLC 0.06% Reduce -4.8% 29,871 $3.6M
AA Financial Advisors, LLC 1.45% New 29,722 $3.6M
Montecito Bank & Trust 0.72% Reduce -23.0% 29,711 $3.6M
Orion Capital Management LLC 1.91% Reduce -3.3% 29,635 $3.6M
MSH Capital Advisors LLC 1.26% Add +21.7% 29,587 $3.6M
Ausdal Financial Partners, Inc. 0.41% Add +1.8% 29,511 $3.6M
Spreng Capital Management, Inc. 1.91% Add +11.8% 29,349 $3.6M
Cornell Pochily Investment Advisors, Inc. 1.41% Reduce -10.9% 29,299 $3.5M
Lowe Wealth Advisors, LLC 1.64% Reduce -2.9% 29,070 $3.5M
Triangle Securities Wealth Management 1.00% Reduce -0.6% 29,065 $3.5M
Bangor Savings Bank 0.36% No change 29,051 $3.5M
Guyasuta Investment Advisors Inc. 0.25% No change 31,386 $3.5M
Atticus Wealth Management, LLC 1.13% Reduce -0.6% 28,618 $3.5M
Founders Financial Alliance, LLC 1.03% Add +510.4% 28,220 $3.4M
Lion Street Advisors, LLC 1.38% No change 30,213 $3.4M
Prospera Financial Services Inc 0.10% Add +1.1% 27,686 $3.4M
Old Port Advisors 1.02% Reduce -4.1% 27,508 $3.3M
Signet Financial Management, LLC 0.46% Reduce -0.8% 27,437 $3.3M
Parkside Financial Bank & Trust 0.53% Reduce -5.4% 27,425 $3.3M
Richard C. Young & CO., LTD. 0.42% Add +2.2% 27,381 $3.3M
Cornerstone Advisors Asset Management, LLC 1.16% No change 27,332 $3.3M
Trust Co 0.43% Add +2.5% 26,845 $3.2M
Verdence Capital Advisors LLC 0.29% Add +2.6% 26,688 $3.2M
Blue Barn Wealth, LLC 1.79% Reduce -0.0% 26,565 $3.2M
Tiaa Trust, National Association 0.01% Reduce -5.1% 26,547 $3.2M
Kingsview Wealth Management, LLC 0.08% Add +63.6% 26,444 $3.2M
Macquarie Group Ltd. 0.00% Reduce -4.8% 26,260 $3.2M
Victory Financial Group, LLC 1.88% Reduce -17.2% 26,198 $3.2M
Bartlett & Co. Wealth Management LLC 0.05% Add +0.6% 26,027 $3.1M
Pacific Center for Financial Services 0.90% Add +0.2% 25,945 $3.1M
Advisor OS, LLC 0.36% Add +12.7% 25,803 $3.1M
Legacy Advisors, LLC 0.39% No change 25,748 $3.1M
Delta Financial Advisors LLC 1.23% No change 25,589 $3.1M
Oxinas Partners, LLC 2.00% Add +2.9% 25,479 $3.1M
Mainsail Asset Management, LLC 2.51% Add +1.9% 25,432 $3.1M
Perigon Wealth Management, LLC 0.09% Add +8.9% 25,420 $3.1M
Keystone Financial Planning, Inc. 1.00% Reduce -5.7% 25,409 $3.1M
Davidson Trust Co. 1.79% Reduce -4.1% 25,381 $3.1M
Circle Wealth Management, LLC 0.08% Reduce -4.0% 25,296 $3.1M
Choreo, LLC 0.08% Add +3.2% 25,169 $3.0M
Manchester Capital Management LLC 0.37% New 25,130 $3.0M
New Covenant Trust Company, N.A. 3.03% — 25,089 $3.0M
Cambridge Capital Management, LLC 2.37% Reduce -2.0% 25,023 $3.0M
Connecticut Wealth Management, LLC 0.16% Add +0.2% 24,861 $3.0M
Mechanics Bank Trust Department 0.44% Add +0.4% 24,685 $3.0M
Pekin Hardy Strauss, Inc. 0.41% Add +0.9% 24,651 $3.0M
MJP Associates Inc. 0.64% Add +12.1% 24,443 $3.0M
Forza Wealth Management, LLC 1.54% Reduce -3.9% 24,400 $3.0M
Diversified Trust Co. 0.09% Add +49.9% 24,386 $3.0M
Millennium Management 0.00% New 24,348 $2.9M
IHT Wealth Management, LLC 0.12% Reduce -3.6% 24,161 $2.9M
Sapient Capital LLC 0.06% Add +3.9% 24,054 $2.9M
SWS Partners 0.87% Reduce -4.6% 23,979 $2.9M
FRG Family Wealth Advisors LLC 0.57% Reduce -7.2% 24,816 $2.9M
Graypoint LLC 0.21% Reduce -1.6% 23,838 $2.9M
German American Bancorp, Inc. 0.35% No change 23,821 $2.9M
Choate Investment Advisors 0.08% New 23,693 $2.9M
Voya Financial Advisors, Inc. 0.32% Add +3.8% 23,240 $2.8M
Bowman & Co S.C. 1.70% Reduce -13.0% 23,140 $2.8M
Archford Capital Strategies, LLC 0.47% Reduce -1.8% 22,968 $2.8M
Onyx Bridge Wealth Group LLC 0.50% Reduce -0.3% 23,671 $2.8M
Prudent Man Advisors, LLC 1.02% Reduce -34.8% 22,345 $2.7M
Carr Financial Group Corp 0.90% Add +17.7% 22,313 $2.7M
1900 Wealth Management LLC 0.24% Reduce -9.3% 22,039 $2.7M
Auour Investments LLC 0.98% Add +3.9% 22,033 $2.7M
Trust Co. of Vermont 0.15% Add +2.0% 21,963 $2.7M
Warner Financial, Inc. 1.33% Add +0.4% 21,923 $2.7M
Wedmont Private Capital 0.19% Add +0.7% 22,044 $2.6M
Confluence Wealth Services, Inc. 0.23% Reduce -11.7% 21,720 $2.6M
Intellectus Partners, LLC 0.69% Reduce -2.5% 21,700 $2.6M
Panoramic Investment Advisors, LLC 1.93% Add +2.4% 21,695 $2.6M
Diversified Portfolios, Inc. 0.37% Add +0.7% 21,596 $2.6M
Whittier Trust Co. of Nevada Inc. 0.07% Add +17.1% 21,504 $2.6M
Mount Lucas Management LP 0.87% Reduce -2.7% 21,469 $2.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.9% 21,342 $2.6M
TRUE Private Wealth Advisors 0.30% New 21,269 $2.6M
Mraz, Amerine & Associates, Inc. 0.49% Add +10.1% 21,222 $2.6M
StrongBox Wealth, LLC 1.35% Reduce -6.3% 21,181 $2.6M
Snowden Capital Advisors LLC 0.08% Add +11.7% 21,107 $2.6M
NorthRock Partners, LLC 0.10% Reduce -15.1% 21,009 $2.5M
International Assets Investment Management, LLC 0.26% Add +2.5% 20,885 $2.5M
Eukles Asset Management 1.09% Add +0.2% 20,672 $2.5M
Citizens National Bank Trust Department 0.58% Add +3.1% 20,638 $2.5M
Integrity Wealth Solutions LLC 1.62% Reduce -1.9% 20,463 $2.5M
Stratos Wealth Advisors, LLC 0.15% Reduce -41.6% 20,429 $2.5M
Rwa Wealth Partners, LLC 0.03% Reduce -8.1% 20,024 $2.4M
Gunma Bank,Ltd. 1.27% Reduce -56.5% 20,000 $2.4M
Western Wealth Management, LLC 0.19% Reduce -12.8% 19,978 $2.4M
Roundview Capital LLC 0.20% Add +0.3% 19,968 $2.4M
Cozad Asset Management Inc. 0.25% Reduce -1.4% 19,871 $2.4M
Armstrong Advisory Group, Inc. 0.23% No change 21,094 $2.4M
Rockingstone Advisors LLC 1.21% Reduce -1.6% 19,446 $2.4M
Meritage Portfolio Management 0.15% Reduce -2.8% 19,432 $2.4M
Simplicity Wealth,LLC 0.06% Add +178.9% 19,377 $2.3M
Bensler, LLC 0.34% Reduce -21.1% 19,276 $2.3M
CX Institutional 0.11% Add +519.8% 19,227 $2.3M
VeraBank, N.A. 0.72% No change 19,057 $2.3M
Betterment LLC 0.01% Add +2.2% 19,004 $2.3M
First Merchants Corp. 0.17% Reduce -22.7% 18,965 $2.3M
Seneca House Advisors 1.00% Add +8.9% 18,961 $2.3M
North Star Asset Management Inc. 0.11% Add +0.5% 18,950 $2.3M
Hayek Kallen Investment Management 0.87% Reduce -1.6% 18,841 $2.3M
Alpha Cubed Investments, LLC 0.12% Add +1.2% 18,790 $2.3M
Northstar Group, Inc. 0.46% Reduce -0.4% 18,731 $2.3M
Avidian Wealth Enterprises, LLC 0.12% Add +2.3% 18,583 $2.2M
Fonville Wealth Management LLC 0.99% Reduce -4.8% 18,505 $2.2M
New Insight Wealth Advisors 1.40% Reduce -17.9% 18,466 $2.2M
Arrowroot Family Office, LLC 1.43% Reduce -0.6% 18,394 $2.2M
Keating Wealth Management LLC 1.34% Add +5.9% 18,388 $2.2M
Ascent Group, LLC 0.20% Add +1.6% 18,388 $2.2M
Lebenthal Global Advisors, LLC 0.49% Reduce -85.0% 18,315 $2.2M
Smartleaf Asset Management LLC 0.43% Add +87.8% 18,374 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +3.9% 18,241 $2.2M
Regal Investment Advisors LLC 0.15% Add +10.6% 18,234 $2.2M
Jackson Wealth Management, LLC 0.27% New 18,175 $2.2M
Burke & Herbert Bank & Trust Co. 1.65% Reduce -28.8% 18,130 $2.2M
Collective Family Office LLC 0.71% No change 17,977 $2.2M
Consultiva Wealth Management, Corp. 20.36% — 17,969 $2.2M
Savant Capital, LLC 0.02% Reduce -3.6% 17,956 $2.2M
Obermeyer Wealth Partners 0.13% Add +5.7% 17,929 $2.2M
Arete Wealth Advisors, LLC 0.20% Add +8.3% 17,851 $2.2M
Investmark Advisory Group LLC 1.18% Reduce -3.3% 17,841 $2.2M
RFG Advisory, LLC 0.07% Reduce -1.5% 17,814 $2.2M
Colony Family Offices, LLC 0.69% Add +0.2% 17,679 $2.1M
Private Portfolio Partners LLC 0.45% Add +4.5% 17,668 $2.1M
Prudential Financial Inc. 0.00% Add +5.2% 17,659 $2.1M
Blankinship & Foster, LLC 0.56% Reduce -2.4% 17,560 $2.1M
Independent Wealth Network Inc. 0.99% Add +13.9% 17,417 $2.1M
First Citizens Bank & Trust Co. 0.04% Add +40.7% 17,247 $2.1M
SWAN Capital LLC 1.19% Add +28.1% 17,234 $2.1M
BOK Financial Private Wealth, Inc. 0.16% Reduce -2.8% 17,234 $2.1M
Thoroughbred Financial Services, LLC 0.20% Reduce -15.5% 17,227 $2.1M
Tradition Wealth Management, LLC 0.21% Add +2.9% 17,223 $2.1M
Spire Wealth Management 0.04% Add +3.5% 17,212 $2.1M
My Personal CFO, LLC 1.20% No change 17,165 $2.1M
Advisor Resource Council 0.88% Reduce -51.7% 18,569 $2.1M
Sequoia Financial Advisors, LLC 0.03% Add +6.5% 17,135 $2.1M
Formidable Asset Management, LLC 0.34% Reduce -29.0% 17,088 $2.1M
Norway Savings Bank 0.86% Reduce -2.9% 17,067 $2.1M
EverSource Wealth Advisors, LLC 0.16% Add +15.8% 17,722 $2.1M
Keystone Financial Group 0.30% Add +1.6% 17,053 $2.1M
Leavell Investment Management, Inc. 0.12% Reduce -3.9% 17,050 $2.1M
Harbor Investment Advisory, LLC 0.21% Reduce -0.1% 16,956 $2.1M
Kovack Advisors, Inc. 0.25% Add +5.5% 16,954 $2.1M
Bouchey Financial Group, Ltd. 0.20% Reduce -2.9% 16,954 $2.1M
SP Asset Management LLC 0.19% Reduce -0.7% 16,952 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Add +21.8% 16,848 $2.0M
Diversify Advisory Services, LLC 0.12% — 16,845 $2.0M
Compass Ion Advisors, LLC 0.29% Add +69.5% 16,733 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -19.8% 16,660 $2.0M
Lake Hills Wealth Management, LLC 1.81% Reduce -5.3% 16,643 $2.0M
Essex Bank 0.58% No change 17,967 $2.0M
Glass Jacobson Investment Advisors llc 0.75% Reduce -4.3% 16,512 $2.0M
Vicus Capital 0.18% Add +7.0% 16,466 $2.0M
Bremer Bank National Association 0.37% Reduce -6.2% 16,439 $2.0M
OMNI 360 Wealth, Inc. 1.64% Add +1.9% 16,405 $2.0M
Cedar Brook Financial Partners, LLC 0.39% Add +1.2% 16,359 $2.0M
Petix & Botte Co 0.49% Reduce -50.1% 16,306 $2.0M
Logan Capital Management Inc. 0.08% Reduce -0.2% 16,285 $2.0M
Pennsylvania Capital Management Inc. 0.81% Reduce -1.0% 16,258 $2.0M
Koshinski Asset Management, Inc. 0.20% Reduce -0.9% 16,127 $2.0M
Weaver Consulting Group 0.72% Add +0.0% 16,126 $2.0M
Legacies Wealth LLC 1.71% No change 16,007 $1.9M
Carolinas Wealth Consulting LLC 0.38% Reduce -0.0% 15,996 $1.9M
Franklin Resources Inc. 0.00% Reduce -24.1% 15,989 $1.9M
Wilbanks Smith & Thomas Asset Management LLC 0.05% Add +1.5% 15,973 $1.9M
Webster Bank, N. A. 0.22% Reduce -1.7% 15,940 $1.9M
Lodestar Private Asset Management LLC 0.27% Add +0.5% 15,900 $1.9M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $1.9M
DF Dent & Co. Inc. 0.02% Reduce -0.5% 15,873 $1.9M
AdvisorNet Financial, Inc 0.18% Reduce -4.9% 15,847 $1.9M
FinTrust Capital Advisors, LLC 0.37% Add +10.8% 15,789 $1.9M
Cahill Financial Advisors Inc. 0.26% Reduce -3.8% 15,729 $1.9M
North Star Investment Management Corp. 0.14% Add +8.2% 15,716 $1.9M
Kuhn & Co Investment Counsel 1.78% Reduce -5.0% 15,664 $1.9M
Pacific Sun Financial Corp 1.10% No change 15,621 $1.9M
SRH Advisors, LLC 0.60% No change 15,617 $1.9M
Bristlecone Advisors, LLC 0.16% Reduce -0.4% 15,483 $1.9M
Coordinated Financial Services, Inc. 1.65% — 15,433 $1.9M
McNamara Financial Services, Inc. 0.40% Reduce -4.0% 15,381 $1.9M
Mgo One Seven LLC 0.10% Reduce -2.2% 15,349 $1.9M
Joseph Group Capital Management 0.93% Add +12.1% 15,340 $1.9M
Invst, LLC 0.22% Reduce -6.2% 15,381 $1.9M
BlackRock Inc. 0.00% Add +1.2% 15,237 $1.8M
Carnegie Investment Counsel 0.06% Reduce -2.5% 15,196 $1.8M
Retirement Group, LLC 0.65% Add +1.3% 15,090 $1.8M
KCM Investment Advisors LLC 0.07% Reduce -0.2% 15,069 $1.8M
Capital Advantage, Inc. 0.37% New 15,210 $1.8M
Dakota Wealth Management 0.05% Add +0.4% 14,933 $1.8M
Duncker Streett & Co. Inc. 0.35% Reduce -4.0% 14,793 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -0.6% 14,790 $1.8M
Nwam LLC 0.14% Reduce -84.7% 14,817 $1.8M
ICA Group Wealth Management, LLC 0.36% Reduce -9.2% 14,688 $1.8M
Columbus Macro, LLC 0.67% Reduce -16.6% 14,600 $1.8M
Farther Finance Advisors, LLC 0.11% Add +11.2% 14,639 $1.8M
HUB Investment Partners, LLC 0.10% Add +67.0% 14,526 $1.8M
Capital City Trust Co. 0.49% Reduce -1.0% 14,462 $1.7M
Fifth Third Bancorp 0.01% Reduce -3.7% 14,430 $1.7M
Ballentine Partners, LLC 0.03% Add +192.3% 14,417 $1.7M
Renaissance Technologies 0.00% Reduce -34.3% 14,400 $1.7M
AlTi Global, Inc. 0.05% No change 14,376 $1.7M
Glassman Wealth Services 0.35% Add +4.1% 14,343 $1.7M
AIMZ Investment Advisors, LLC 0.65% No change 14,320 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.81% Reduce -0.8% 14,244 $1.7M
FF Advisors,LLC 1.19% No change 14,228 $1.7M
Orgel Wealth Management, LLC 0.05% Add +0.2% 14,198 $1.7M
Pallas Capital Advisors LLC 0.07% Add +27.1% 14,183 $1.7M
New England Private Wealth Advisors LLC 0.30% Reduce -8.1% 14,030 $1.7M
Silverlake Wealth Management LLC 0.86% Reduce -8.2% 13,962 $1.7M
Signaturefd, LLC 0.04% Add +0.5% 13,906 $1.7M
Founders Financial Securities LLC 0.17% Add +2.5% 13,790 $1.7M
Arq Wealth Advisors, LLC 0.72% Add +6.0% 13,747 $1.7M
Tempus Wealth Planning, LLC 0.73% Reduce -44.8% 13,679 $1.7M
Opes Wealth Management LLC 0.38% Reduce -2.1% 13,569 $1.6M
Coldstream Capital Management Inc. 0.04% Add +2.9% 13,554 $1.6M
Private Trust Co. NA 0.18% Reduce -5.7% 13,505 $1.6M
Citizens Financial Group Inc. 0.05% Add +80.9% 13,487 $1.6M
GLOBALT Investments LLC / GA 0.06% Reduce -5.6% 13,456 $1.6M
Ancora Advisors LLC 0.04% Reduce -0.0% 13,453 $1.6M
Next Capital Management LLC 0.66% Add +0.2% 13,453 $1.6M
Main Street Financial Solutions, LLC 0.17% Add +16.9% 13,329 $1.6M
Soundmark Wealth Management, LLC 0.71% Reduce -3.4% 13,299 $1.6M
Red Tortoise LLC 0.89% Reduce -9.2% 13,240 $1.6M
Burkett Financial Services, LLC 0.82% Reduce -4.3% 13,207 $1.6M
Gables Capital Management Inc. 0.87% Add +0.2% 13,081 $1.6M
Strategic Blueprint, LLC 0.11% Add +2.0% 13,055 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -3.9% 12,952 $1.6M
360 Financial, Inc. 0.61% Add +0.0% 12,944 $1.6M
Integrated Investment Consultants, LLC 0.43% Reduce -22.4% 12,882 $1.6M
Bantamac Capital, LLC 0.89% Add +32.0% 12,879 $1.6M
Verus Capital Partners, LLC 0.17% Reduce -1.7% 12,783 $1.5M
Strategic Wealth Partners, Ltd. 0.17% Reduce -0.2% 12,768 $1.5M
Northcape Wealth Management, LLC 0.56% Add +0.1% 12,637 $1.5M
Lanark Financial, Inc. 0.14% Add +19.6% 12,631 $1.5M
Brighton Jones LLC 0.05% Add +0.4% 12,534 $1.5M
Brandywine Oak Private Wealth LLC 0.16% Add +2.1% 12,523 $1.5M
Interactive Financial Advisors, Inc. 0.83% Reduce -81.7% 12,418 $1.5M
Mosaic Family Wealth Partners, LLC 0.25% No change 12,414 $1.5M
McClarren Financial Advisors, Inc. 1.08% Reduce -2.1% 12,396 $1.5M
Mark Sheptoff Financial Planning, LLC 0.83% Add +1261.4% 12,321 $1.5M
N.E.W. Advisory Services LLC 0.17% Add +5.6% 12,318 $1.5M
Financial Insights, Inc. 0.42% No change 12,195 $1.5M
MCF Advisors LLC 0.11% Reduce -2.2% 12,148 $1.5M
Cypress Point Wealth Management, LLC 0.74% Reduce -29.9% 11,972 $1.4M
Opinicus Capital, Inc. 1.28% Add +2.8% 11,868 $1.4M
Blue Chip Partners, LLC 0.14% Add +0.8% 11,776 $1.4M
Alexander Labrunerie & Co., Inc. 0.80% — 11,664 $1.4M
Valley National Advisers Inc. 0.21% Add +0.9% 11,649 $1.4M
HBK Sorce Advisory LLC 0.05% Add +2.3% 11,580 $1.4M
Centaurus Financial, Inc. 0.10% Add +0.8% 11,533 $1.4M
Access Financial Services, Inc. 0.62% No change 11,502 $1.4M
Mather Group, Llc. 0.02% Add +0.8% 12,406 $1.4M
Red Door Wealth Management, LLC 0.26% Add +0.4% 11,345 $1.4M
Rothschild Investment LLC 0.10% Add +3.8% 11,310 $1.4M
Scotia Capital Inc. 0.01% Add +8.5% 11,283 $1.4M
Walkner Condon Financial Advisors LLC 0.29% Add +0.8% 11,234 $1.4M
Birchcreek Wealth Management, LLC 0.71% Reduce -0.7% 11,195 $1.4M
C M Bidwell & Associates Ltd. 0.92% Reduce -2.3% 11,182 $1.4M
Anchor Investment Management, LLC 0.14% Reduce -6.1% 11,177 $1.4M
Constant Guidance Financial LLC 1.23% Reduce -15.9% 11,275 $1.3M
Uptick Partners, LLC 1.02% Reduce -1.3% 11,077 $1.3M
FAS Wealth Partners, Inc. 0.12% Reduce -13.3% 10,992 $1.3M
Clarity Capital Advisors, LLC 1.06% Add +2.5% 10,991 $1.3M
9258 Wealth Management, LLC 0.21% Add +0.5% 10,974 $1.3M
ZWJ Investment Counsel Inc. 0.06% Add +9.7% 10,950 $1.3M
LVW Advisors, LLC 0.22% Reduce -8.2% 10,892 $1.3M
WMS Partners, LLC 0.09% No change 10,874 $1.3M
HRT Financial LP 0.01% New 10,835 $1.3M
Strategic Advocates LLC 0.50% Add +218.0% 10,808 $1.3M
Fulcrum Capital LLC 0.31% No change 10,765 $1.3M
Capital Group Private Client Services, Inc. 0.01% Reduce -15.0% 10,731 $1.3M
HTLF Bank 0.15% No change 10,729 $1.3M
Fca Corp. 0.42% Add +1.6% 10,700 $1.3M
Collaborative Wealth Managment Inc. 0.65% Reduce -9.2% 10,684 $1.3M
Smith, Moore & Co. 0.14% Reduce -15.1% 10,650 $1.3M
Scott Capital Advisors, LLC 0.39% Reduce -0.0% 10,690 $1.3M
Patten Group, Inc. 0.31% Add +5.8% 10,507 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -4.2% 10,479 $1.3M
Relyea Zuckerberg Hanson LLC 0.22% Reduce -12.1% 10,451 $1.3M
Ti-Trust, Inc. 0.92% Add +30.6% 10,339 $1.3M
Ziegler Capital Management, LLC 0.05% No change 10,324 $1.2M
Novare Capital Management LLC 0.11% Add +4.6% 10,265 $1.2M
Delta Financial Group, Inc. 0.37% Add +38.0% 10,261 $1.2M
UMB Bank, n.a. 0.02% No change 10,243 $1.2M
Schroder Investment Management Group 0.00% Add +9.6% 10,245 $1.2M
Park National Corp. 0.05% Reduce -5.6% 10,178 $1.2M
HM Payson & Co. 0.02% Reduce -2.9% 10,165 $1.2M
Evoke Wealth, LLC 0.04% New 10,161 $1.2M
Trinity Legacy Partners, LLC 0.36% Reduce -51.4% 10,153 $1.2M
Beacon Financial Advisory LLC 0.60% Reduce -8.6% 10,133 $1.2M
LJI Wealth Management, LLC 0.32% Add +13.6% 10,087 $1.2M
Wedbush Securities Inc. 0.05% Reduce -23.6% 10,042 $1.2M
JT Stratford LLC 0.24% Reduce -4.3% 10,024 $1.2M
O'ROURKE & COMPANY, Inc 0.70% Add +7.5% 9,956 $1.2M
CPA Asset Management Group, LLC 0.67% Reduce -6.4% 9,933 $1.2M
Aua Capital Management, LLC 0.68% Add +188.9% 9,769 $1.2M
Clarity Financial LLC 0.18% Reduce -5.8% 9,749 $1.2M
Patton Albertson Miller Group, LLC 0.18% No change 9,715 $1.2M
CGN Advisors LLC 0.15% Reduce -5.5% 9,710 $1.2M
LGL Partners, LLC 0.20% Reduce -17.7% 9,693 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% No change 9,685 $1.2M
Marcum Wealth, LLC 0.12% Reduce -9.6% 9,669 $1.2M
Moseley Investment Management Inc. 0.58% Add +11.2% 9,666 $1.2M
W Advisors, LLC 0.80% Add +3.5% 9,644 $1.2M
CRA Financial Services, LLC 0.25% Add +1.1% 9,555 $1.2M
Vantage Financial Partners, LLC 0.31% Add +1.7% 9,480 $1.1M
Rehmann Capital Advisory Group 0.09% Add +23.4% 9,455 $1.1M
Cardiff Park Advisors, LLC 0.11% Reduce -0.7% 9,435 $1.1M
Kingswood Wealth Advisors, LLC 0.13% Add +1.4% 9,385 $1.1M
Rossmore Private Capital 0.15% No change 9,317 $1.1M
SVB Wealth LLC 0.03% Reduce -47.4% 9,252 $1.1M
REDW Wealth LLC 0.30% No change 9,248 $1.1M
First Heartland Consultants, Inc. 0.12% Reduce -1.8% 9,199 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Reduce -7.4% 9,178 $1.1M
Douglass Winthrop Advisors, LLC 0.02% New 9,170 $1.1M
Bogart Wealth, LLC 0.06% Reduce -1.3% 9,154 $1.1M
Cornerstone Wealth Management, LLC 0.09% Reduce -1.6% 9,092 $1.1M
Independence Bank of Kentucky 0.33% Add +0.3% 8,977 $1.1M
Gateway Wealth Partners, LLC 0.39% Reduce -32.0% 8,972 $1.1M
Compass Financial Group, INC 0.25% Reduce -0.1% 8,943 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -1.3% 8,938 $1.1M
Lindbrook Capital, LLC 0.10% No change 8,927 $1.1M
River Street Advisors LLC 0.73% Reduce -37.3% 8,923 $1.1M
My Legacy Advisors, LLC 0.36% Reduce -9.7% 8,906 $1.1M
Fiducient Advisors LLC 0.21% Add +69.3% 8,882 $1.1M
Chicago Partners Investment Group LLC 0.05% Reduce -14.7% 9,101 $1.1M
MBA Advisors LLC 0.55% No change 8,824 $1.1M
Archer Investment Corp 0.32% Add +5.1% 8,757 $1.1M
&partners 0.15% Add +175.7% 8,299 $1.1M
Thrive Wealth Management, LLC 0.22% Add +40.9% 8,746 $1.1M
Kades & Cheifetz LLC 0.68% Add +0.5% 8,743 $1.1M
Harvest Volatility Management LLC 25.00% No change 8,738 $1.1M
Vantage Investment Partners, LLC 0.09% Reduce -3.5% 8,740 $1.1M
Plancorp, LLC 0.05% Add +37.0% 8,720 $1.1M
Cullen/Frost Bankers, Inc. 0.02% Add +11.5% 8,695 $1.1M
Zuckerman Investment Group, LLC 0.12% Add +7.8% 8,677 $1.0M
Magnus Financial Group LLC 0.13% Add +0.5% 8,655 $1.0M
Klingman & Associates, LLC 0.08% Reduce -4.0% 8,630 $1.0M
Great Valley Advisor Group, Inc. 0.03% Reduce -72.7% 8,629 $1.0M
Smith Salley Wealth Management 0.08% Reduce -24.2% 8,526 $1.0M
G2 Capital Management, LLC / Oh 0.33% No change 8,522 $1.0M
Aspiriant, LLC 0.04% Reduce -1.2% 8,477 $1.0M
Flow Traders U.S. LLC 0.05% Reduce -8.9% 8,446 $1.0M
Cambridge Financial Group, LLC 0.48% No change 8,363 $1.0M
Fulton Bank, N.A. 0.04% No change 8,348 $1.0M
Sage Investment Advisers LLC 1.15% Reduce -0.1% 8,320 $1.0M
Poehling Capital Management, INC. 0.27% No change 8,276 $1.0M
Ashton Thomas Private Wealth, LLC 0.06% Add +48.9% 8,204 $993K
Glenview Trust Co 0.02% Add +11.2% 8,198 $992K
Waterloo Capital, L.P. 0.13% Add +15.3% 8,183 $990K
Coastwise Capital Group, LLC 0.93% Add +3.9% 8,176 $989K
LexAurum Advisors, LLC 0.25% Reduce -0.1% 8,143 $985K
Vision Capital Management, Inc. 0.15% Reduce -17.6% 8,142 $985K
DHK Financial Advisors, Inc. 0.70% Add +0.5% 8,129 $984K
Beaumont Financial Advisors, LLC 0.08% Reduce -3.0% 8,064 $976K
Charter Oak Capital Management, LLC 0.10% Add +43.1% 8,004 $968K
Anson Capital, Inc. 1.39% Reduce -0.4% 7,984 $966K
TD Waterhouse Canada Inc. 0.01% Reduce -0.7% 7,475 $966K
Brightwater Advisory LLC 0.77% Reduce -0.6% 7,975 $965K
Curi Capital, LLC 0.02% Add +0.2% 7,970 $964K
Fragasso Financial Advisors Inc 0.08% Reduce -17.0% 7,957 $963K
Transform Wealth, LLC 0.09% No change 7,947 $962K
Greenwich Wealth Management LLC 0.08% Add +1.3% 7,929 $959K
Morton Capital Management LLC 0.26% Add +4.8% 7,909 $957K
Miramar Capital, LLC 0.24% Reduce -18.7% 8,091 $956K
West Branch Capital LLC 0.39% Add +0.4% 7,893 $955K
Gould Asset Management LLC 0.23% Reduce -3.3% 7,865 $952K
Cedar Wealth Management, LLC 0.31% Add +56.5% 7,798 $943K
Fortis Group Advisors, LLC 0.17% Reduce -44.5% 7,792 $943K
Retirement Planning Co of New England, Inc. 0.52% Add +1.2% 7,767 $940K
Wallace Advisory Group, LLC 0.70% New 8,387 $936K
Mayport, LLC 0.36% Add +1.3% 7,731 $935K
Harmony Asset Management LLC 0.39% Reduce -10.6% 7,726 $935K
Saxon Interests, Inc. 0.45% Add +14.5% 7,720 $934K
Arkadios Wealth Advisors 0.07% Reduce -29.0% 7,702 $932K
Curtis Advisory Group, LLC 0.36% Reduce -25.8% 7,666 $928K
JB Capital LLC 0.06% Add +3.9% 7,577 $917K
Valeo Financial Advisors, LLC 0.03% Add +15.8% 7,751 $914K
Larson Financial Group LLC 0.07% Reduce -28.9% 7,551 $914K
Steigerwald, Gordon & Koch Inc. 0.11% No change 7,538 $912K
WNY Asset Management, LLC 0.14% Reduce -4.8% 7,531 $911K
TruWealth Advisors, LLC 0.06% Add +0.4% 7,528 $911K
Condor Capital Management 0.09% Add +0.7% 7,498 $907K
Old Mission Investment Co LLC 0.30% Add +4.5% 7,465 $903K
Bigelow Investment Advisors, LLC 0.44% Add +46.2% 7,454 $902K
Jackson Hole Capital Partners, LLC 0.21% Reduce -9.4% 7,445 $901K
Precedent Wealth Partners, LLC 0.39% Add +13.3% 7,420 $898K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -1.1% 7,415 $897K
Aveo Capital Partners, LLC 0.10% Reduce -22.2% 7,654 $896K
Redhawk Wealth Advisors, Inc. 0.15% Add +41.0% 7,400 $895K
ORBA Wealth Advisors, L.L.C. 0.49% No change 7,390 $894K
Claro Advisors Inc. 0.16% Add +0.1% 7,364 $891K
Liberty Capital Management, Inc. 0.22% No change 7,359 $890K
Key Financial Inc 0.23% No change 7,344 $889K
Texas Capital Bank Wealth Management Services Inc 0.10% Add +18.3% 7,310 $884K
Neuberger Berman Group LLC 0.00% Reduce -20.5% 7,306 $884K
Aspen Grove Capital, LLC 0.25% No change 7,250 $877K
Mogy Joel R Investment Counsel Inc. 0.06% No change 7,150 $865K
Courage Miller Partners, LLC 0.30% Reduce -0.4% 7,138 $864K
Wimmer Associates 1, LLC 0.45% Add +3.2% 7,136 $863K
Tobias Financial Advisors, Inc. 0.20% No change 7,122 $862K
Ridgecrest Wealth Partners, LLC 0.51% Add +33.2% 7,120 $861K
Eldridge Investment Advisors, Inc. 0.22% Reduce -4.1% 7,092 $858K
Willis Johnson & Associates, Inc. 0.07% Reduce -3.2% 7,072 $856K
Holderness Investments Co. 0.21% Add +0.2% 7,060 $854K
Prosperity Consulting Group, LLC 0.11% New 7,048 $853K
Ackerman Capital Advisors, LLC 0.24% No change 7,039 $852K
QRG Capital Management, Inc. 0.01% New 7,019 $849K
Hartline Investment Corp./ 0.15% New 7,008 $848K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -2.9% 7,008 $848K
Gratus Capital, LLC 0.04% Add +207.8% 6,994 $846K
Stratos Investment Management, LLC 0.08% Add +76.7% 6,953 $841K
Gladstone Institutional Advisory LLC 0.05% Reduce -17.4% 6,947 $840K
Richwood Investment Advisors, LLC 0.75% Reduce -1.9% 6,940 $840K
Virtu Financial LLC 0.06% New 6,919 $837K
GTS Securities LLC 0.02% Reduce -30.7% 6,893 $834K
Fisher Asset Management 0.00% Reduce -34.4% 6,889 $834K
Winthrop Advisory Group LLC 0.12% Add +0.1% 6,886 $833K
MMBG Investment Advisors Co. 0.09% No change 6,870 $831K
Paces Ferry Wealth Advisors, LLC 0.53% Reduce -12.6% 6,850 $829K
Allie Family Office LLC 0.49% Reduce -4.7% 6,863 $827K
Greenhouse Wealth Management, LLC 0.62% Add +0.6% 6,836 $827K
Oppenheimer & Co. Inc. 0.01% Reduce -2.1% 6,771 $819K
Strait & Sound Wealth Management LLC 0.46% Add +27.6% 6,934 $817K
Boston Mountain Money Management Inc. 0.56% — 6,733 $815K
Mayflower Financial Advisors, LLC 0.14% Add +5.8% 6,708 $812K
Continuum Advisory, LLC 0.12% Add +2.3% 6,788 $811K
Financial Engines Advisors L.L.C. 0.00% Add +13.5% 6,689 $809K
Bfsg, LLC 0.11% Reduce -0.7% 6,676 $808K
Bailard, Inc. 0.02% Reduce -3.6% 6,667 $807K
Chatham Capital Group, Inc. 0.15% Reduce -10.0% 6,655 $805K
Corus Family Wealth Advisors 0.68% Reduce -3.5% 6,632 $802K
Rockbridge Investment Management, LCC 0.12% Reduce -0.9% 6,622 $801K
BNP Paribas Financial Markets 0.00% Reduce -39.3% 6,621 $801K
Apollon Financial, LLC 0.28% Add +2.4% 6,608 $800K
KLR Investment Advisors, LLC 0.57% Reduce -13.3% 6,800 $795K
Vista Investment Management 0.32% Reduce -0.3% 6,570 $795K
New Republic Capital, LLC 0.50% Add +0.4% 6,528 $790K
Barry Investment Advisors, LLC 0.26% Add +6.4% 6,521 $789K
Tompkins Financial Corp. 0.09% No change 6,505 $787K
First National Bank Sioux Falls 0.43% Reduce -6.5% 6,484 $784K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.33% Add +0.2% 6,659 $783K
Verum Partners LLC 0.28% Reduce -16.8% 6,467 $782K
Badgley Phelps Wealth Managers, LLC 0.02% No change 6,372 $771K
TFG Advisers LLC 0.30% Reduce -4.0% 6,370 $771K
Savvy Advisors, Inc. 0.44% New 6,367 $770K
Leo Wealth, LLC 0.08% No change 6,356 $769K
Covestor Ltd 0.49% Add +12.4% 6,351 $768K
Simplex Trading, LLC 0.02% Add +155.0% 6,340 $767K
FourThought Financial Partners, LLC 0.09% Reduce -4.1% 6,339 $767K
Marco Investment Management LLC 0.07% Add +0.3% 6,322 $765K
Gray Wealth Management Inc. 0.34% Add +0.1% 6,321 $765K
HHM Wealth Advisors, LLC 0.12% No change 6,271 $759K
Steph & Co. 0.26% No change 6,239 $755K
Commonwealth Retirement Investments LLC 0.36% Add +4.4% 6,211 $751K
Tyler-Stone Wealth Management 0.33% Reduce -2.0% 6,194 $749K
Single Point Partners, LLC 0.17% Add +0.1% 6,187 $749K
Murphy, Middleton, Hinkle & Parker, Inc. 0.44% Add +67.8% 6,184 $748K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +12.2% 6,183 $748K
Integral Investment Advisors, Inc. 0.31% New 6,165 $743K
Jane Street Group, LLC 0.00% Add +5.5% 6,135 $742K
Stephens Consulting, LLC 0.23% Reduce -6.3% 6,118 $740K
Allegheny Financial Group 0.23% Reduce -5.2% 6,113 $740K
Sterling Wealth Management, Inc. 0.37% No change 6,110 $739K
First National Bank of Mount Dora, Trust Investment Services 0.18% No change 6,107 $739K
FOCUS Wealth Advisors, LLC 0.40% No change 6,106 $739K
TFB Advisors LLC 0.27% Add +102.8% 6,347 $736K
49 Wealth Management, LLC 0.16% Reduce -2.5% 6,061 $730K
Sage Capital Advisors,llc 0.21% Add +2.3% 6,019 $728K
Eudaimonia Advisors LLC 0.38% Reduce -1.0% 5,965 $722K
Welch Group, LLC 0.04% Add +3.5% 5,928 $717K
Resurgent Financial Advisors LLC 0.39% Add +57.3% 5,927 $717K
Angeles Wealth Management, LLC 0.07% Reduce -51.3% 5,902 $714K
SOL Capital Management CO 0.09% Reduce -5.6% 5,905 $714K
CW Advisors, LLC 0.01% Reduce -48.0% 5,898 $714K
First Citizens Asset Management, Inc. 0.27% Reduce -10.7% 5,894 $713K
Derbend Asset Management 0.35% Reduce -31.3% 5,833 $706K
Caldwell Trust Co 0.08% Reduce -4.0% 5,832 $706K
Garrison Point Advisors, LLC 0.45% No change 5,830 $705K
Horizon Investment Services, LLC 0.34% Reduce -0.2% 5,827 $705K
Birch Hill Investment Advisors LLC 0.03% New 5,818 $704K
First Foundation Advisors 0.03% Add +1.2% 5,814 $703K
Apella Capital, LLC 0.04% Reduce -10.0% 5,870 $702K
Cornerstone Wealth Group, LLC 0.06% Reduce -12.2% 5,787 $700K
Strategic Financial Concepts, LLC 0.17% Add +91.4% 5,733 $694K
Sara-Bay Financial 0.31% Add +23.4% 5,753 $693K
Pittenger & Anderson Inc. 0.03% Reduce -0.4% 5,729 $693K
Centurion Wealth Management LLC 0.27% Add +9.6% 5,705 $690K
McAlister, Sweet & Associates, Inc. 0.54% Reduce -2.4% 5,682 $687K
Dentgroup LLC 0.57% Add +0.5% 5,666 $686K
Clarity Capital Partners LLC 0.45% Add +0.6% 5,662 $685K
Family Asset Management, LLC 0.43% Reduce -24.2% 5,655 $684K
Johnson Bixby & Associates, LLC 0.12% Reduce -2.8% 5,645 $683K
Copperwynd Financial, LLC 0.24% Add +6.1% 5,620 $680K
Gradient Capital Advisors, LLC 0.25% Add +0.9% 5,602 $678K
Mathes Company, Inc. 0.25% No change 5,566 $673K
Signal Advisors Wealth, LLC 0.16% Add +2.3% 5,488 $664K
Taylor & Morgan Wealth Management, LLC 0.49% Add +0.5% 5,479 $663K
Ade, LLC 0.44% Add +2.1% 5,458 $660K
Invictus Private Wealth, LLC 0.06% Reduce -10.6% 5,441 $658K
Capital Planning Advisors, LLC 0.12% Reduce -9.4% 5,437 $658K
Flputnam Investment Management Co. 0.01% Reduce -10.3% 5,407 $654K
CM Wealth Advisors LLC 0.19% Add +14.1% 5,480 $648K
SignalPoint Asset Management, LLC 0.18% Reduce -10.7% 5,326 $644K
Nilsine Partners, LLC 0.09% No change 5,319 $644K
Compound Planning, Inc. 0.06% Reduce -2.2% 5,307 $642K
Bokf, NA 0.01% Add +20.4% 5,320 $641K
ProVise Management Group, LLC 0.06% Reduce -26.9% 5,294 $641K
Summit Trail Advisors, LLC 0.02% New 5,294 $641K
Geneva Partners, LLC 0.28% Reduce -3.4% 5,285 $639K
Norwood Financial Corp 0.92% Reduce -0.5% 5,279 $639K
Keystone Wealth Services, LLC 0.21% Reduce -19.3% 5,271 $638K
Balboa Wealth Partners 0.20% Reduce -23.7% 5,217 $631K
Wetzel Investment Advisors, Inc. 0.37% Add +5.6% 5,462 $628K
Register Financial Advisors LLC 0.33% Reduce -9.1% 5,175 $626K
Empower Advisory Group, LLC 0.00% Reduce -6.9% 5,175 $626K
Mason Investment Advisory Services, Inc. 0.04% No change 5,169 $625K
Mezzasalma Advisors, LLC 0.30% Reduce -27.4% 5,161 $624K
Cannon Financial Strategists, Inc. 0.12% Add +0.0% 5,146 $623K
Idaho Trust Co 0.60% New 5,133 $621K
Fingerlakes Wealth Management, Inc. 0.60% No change 5,133 $621K
Edge Financial Advisors LLC 0.55% — 5,127 $620K
Midland Wealth Advisors, LLC 0.04% Add +185.6% 5,121 $620K
Asset Dedication, LLC 0.05% Reduce -1.2% 5,101 $618K
Cahaba Wealth Management, Inc. 0.06% Add +23.1% 5,106 $618K
Advance Capital Management, Inc. 0.04% Reduce -5.6% 5,097 $617K
Wescott Financial Advisory Group, LLC 0.08% Add +0.1% 5,085 $615K
Christensen, King & Associates Investment Services, Inc. 0.31% Add +42.4% 5,075 $614K
Covenant Asset Management, LLC 0.15% No change 5,021 $607K
Brio Consultants, LLC 0.10% Reduce -21.1% 5,002 $605K
Bay Rivers Group 0.33% Reduce -1.2% 4,971 $601K
Van Hulzen Asset Management, LLC 0.04% Reduce -6.8% 4,968 $601K
MV Capital Management, Inc. 0.07% No change 4,912 $594K
Arbor Wealth Advisors LLC 0.56% No change 4,909 $594K
Freestone Capital Holdings, LLC 0.02% Add +78.6% 4,896 $592K
Hubbell Strickland Wealth Management, LLC 0.30% Add +15.7% 4,803 $591K
Sage Mountain Advisors LLC 0.06% Add +106.2% 4,886 $591K
Altfest L J & Co. Inc. 0.08% Reduce -31.7% 4,874 $590K
YHB Investment Advisors, Inc. 0.05% No change 4,867 $589K
LifePro Asset Management 0.39% Reduce -16.6% 4,858 $588K
Meridian Management Co. 0.16% No change 4,855 $587K
Boston Family Office LLC 0.04% No change 4,830 $584K
Pension & Wealth Management Advisors, Inc. 0.38% Add +11.3% 4,819 $583K
Great Lakes Retirement, Inc. 0.09% No change 4,817 $583K
Kathleen S. Wright Associates Inc. 0.27% Add +2.2% 4,805 $581K
Visionary Wealth Advisors 0.04% Reduce -11.2% 4,796 $580K
PDS Planning, Inc 0.06% Add +0.2% 4,781 $578K
Quotient Wealth Partners, LLC 0.02% Reduce -18.6% 4,775 $578K
Girard Partners LTD. 0.05% Add +0.5% 4,771 $577K
Advisory Alpha, LLC 0.02% Reduce -33.4% 4,729 $572K
Jackson, Grant Investment Advisers, Inc. 0.23% Add +0.2% 4,714 $570K
Fort Sheridan Advisors LLC 0.11% Reduce -0.6% 4,712 $570K
Marshall Financial Group Inc. 0.19% Reduce -6.1% 4,701 $569K
Summa Corp. 0.31% No change 4,700 $569K
Hirtle & Co., LLC 0.03% No change 4,681 $566K
Detalus Advisors, LLC 0.20% Reduce -1.7% 4,675 $566K
Cibc World Market Inc. 0.00% Add +24.5% 4,649 $562K
Tower Research Capital LLC (TRC) 0.01% Reduce -88.0% 4,643 $562K
Cassady Schiller Wealth Management, LLC 0.25% Reduce -1.2% 4,640 $561K
Community Trust & Investment Co. 0.04% Reduce -5.4% 4,619 $559K
Daiwa Securities Group Inc. 0.00% Reduce -13.0% 4,600 $557K
AQR Capital Management 0.00% Add +38.5% 4,592 $555K
McAdam, LLC 0.04% Add +4.1% 4,586 $555K
GeoWealth Management, LLC 0.02% Add +3.3% 4,579 $554K
Retirement Income Solutions, Inc. 0.13% Add +6.2% 4,577 $554K
American State Bank (Iowa) 0.37% No change 4,570 $553K
Fort Washington Investment Advisors Inc. 0.00% Add +7.4% 4,570 $553K
Wealthstar Advisors, LLC 0.19% Reduce -2.6% 4,567 $553K
Quantinno Capital Management LP 0.01% Add +20.1% 4,561 $552K
KG Capital Management 0.22% Add +0.7% 4,553 $551K
LongView Wealth Management 0.22% Add +4.7% 4,545 $550K
Brown Brothers Harriman & Co. 0.00% New 4,533 $548K
Kraft, Davis & Associates, LLC 0.16% Add +0.0% 4,570 $547K
Premier Path Wealth Partners, LLC 0.10% Add +3.2% 4,524 $547K
Pine Valley Investments Ltd Liability Co 0.04% Add +5.5% 4,509 $546K
Capital Advisors, Ltd. LLC 0.07% No change 4,504 $545K
Whalerock Point Partners, LLC 0.15% No change 4,499 $544K
Libra Wealth LLC 0.24% No change 4,496 $544K
Paladin Advisory Group, LLC 0.43% Add +3.1% 4,511 $544K
Cascade Wealth Advisors, Inc 0.46% — 4,680 $543K
SOA Wealth Advisors, LLC. 0.11% Reduce -2.3% 4,490 $543K
Argent Trust Co 0.02% No change 4,489 $543K
Mayfair Advisory Group, LLC 0.39% Add +0.1% 4,481 $542K
Hengehold Capital Management LLC 0.06% Reduce -3.7% 4,474 $541K
Fiduciary Group, LLC 0.06% Add +3.6% 4,439 $537K
Napatree Capital LLC 0.51% Reduce -2.1% 4,553 $530K
Insight Advisors, LLC/ PA 0.10% Add +5.7% 4,324 $523K
Hyman Charles D 0.03% Add +0.1% 4,283 $518K
MBE Wealth Management, LLC 0.32% Reduce -1.5% 4,275 $517K
Texas Yale Capital Corp. 0.02% Add +3.6% 4,273 $517K
Journey Advisory Group, LLC 0.06% No change 4,269 $517K
Cadence Bank 0.04% Reduce -33.0% 4,252 $515K
Sebold Capital Management, Inc. 0.35% No change 4,249 $514K
Private Client Services, LLC 0.34% Reduce -7.7% 4,238 $513K
Van Den Berg Management I, Inc. 0.15% Reduce -5.7% 4,225 $511K
Matthew Goff Investment Advisor, LLC 0.10% No change 4,199 $508K
Sightline Wealth Advisors, LLC 0.33% Reduce -62.0% 4,194 $507K
Moneco Advisors, LLC 0.08% Reduce -3.7% 4,187 $507K
InterOcean Capital Group, LLC 0.01% Reduce -29.2% 4,182 $506K
Scott & Selber, Inc. 0.17% Reduce -1.8% 4,170 $505K
Nicolet Advisory Services, LLC 0.05% Reduce -30.0% 4,219 $504K
Peddock Capital Advisors, LLC 0.13% No change 4,162 $504K
Veery Capital, LLC 0.21% No change 4,162 $504K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -0.4% 4,145 $502K
Legacy PCG, LLC 0.31% Reduce -4.4% 4,135 $500K
Presilium Private Wealth, LLC 0.13% No change 4,133 $500K
Highlander Capital Management, LLC 0.20% No change 4,129 $500K
Cutler Investment Counsel LLC 0.07% No change 4,127 $499K
Security National Bank 0.08% Add +77.2% 4,124 $499K
Tanglewood Legacy Advisors, LLC 0.24% No change 4,100 $496K
Portland Global Advisors LLC 0.07% No change 4,099 $496K
Summit Wealth & Retirement Planning, Inc. 0.18% No change 4,086 $494K
HC Advisors, LLC 0.23% No change 4,066 $492K
Brown, Lisle/Cummings, Inc. 0.17% No change 4,035 $488K
Moloney Securities Asset Management, LLC 0.07% Add +21.9% 4,024 $487K
S.A. Mason LLC 0.29% No change 4,023 $487K
SeaCrest Wealth Management, LLC 0.06% Reduce -4.7% 4,023 $487K
TrueWealth Advisors, LLC 0.19% Reduce -1.0% 4,021 $486K
Northeast Investment Management 0.02% No change 4,004 $485K
Curbstone Financial Management Corp 0.10% No change 4,000 $484K
MBB Public Markets I LLC 0.03% Reduce -77.6% 4,000 $484K
Jacobi Capital Management LLC 0.04% Reduce -4.5% 3,996 $484K
FWG Investments, LLC. 0.52% Reduce -7.0% 3,994 $483K
Fusion Capital, LLC 0.22% Reduce -4.1% 3,987 $482K
Evercore Wealth Management, LLC 0.01% Reduce -15.1% 3,981 $482K
Intrua Financial, LLC 0.07% Reduce -4.2% 3,979 $481K
Shulman DeMeo Asset Management LLC 0.13% Reduce -1.0% 3,976 $481K
NorthCoast Asset Management LLC 0.01% New 3,975 $481K
Strategies Wealth Advisors, LLC 0.07% Add +0.6% 3,965 $480K
Balanced Wealth Group LLC 0.21% Reduce -9.9% 4,007 $479K
Ledyard National Bank 0.05% Reduce -22.9% 3,943 $477K
Sandbox Financial Partners, LLC 0.20% Reduce -0.2% 3,935 $476K
Jefferies Financial Group Inc. 0.01% No change 3,920 $474K
Frisch Financial Group, Inc. 0.16% Add +0.0% 3,916 $474K
SigFig Wealth Management, LLC 0.02% Reduce -9.7% 3,911 $473K
Mid-American Wealth Advisory Group, Inc. 0.32% Reduce -84.8% 3,905 $472K
Tower View Wealth Management LLC 0.28% Add +1.4% 3,892 $471K
ETF Store, Inc. 0.27% Add +0.2% 3,879 $469K
Treynor Bancshares, Inc. 0.27% Reduce -19.6% 3,860 $467K
Sheaff Brock Investment Advisors, LLC 0.04% No change 3,857 $467K
Old Second National Bank of Aurora 0.12% Reduce -8.8% 3,829 $463K
Heritage Wealth Management, LLC 0.23% No change 3,813 $461K
LCNB Corp. 0.17% No change 3,811 $461K
Aft, Forsyth & Company, Inc. 0.26% Add +0.1% 3,800 $460K
Steel Grove Capital Advisors, LLC 0.06% Reduce -94.7% 3,794 $459K
Schechter Investment Advisors, LLC 0.03% Add +31.3% 3,773 $456K
Integris Wealth Management, LLC 0.13% No change 3,763 $455K
LaFleur & Godfrey LLC 0.07% Add +55.8% 3,751 $454K
Syntegra Private Wealth Group, LLC 0.06% Add +1.7% 3,744 $453K
Aspire Wealth Management Corp 0.27% Reduce -1.7% 3,733 $452K
SouthState Bank Corp 0.04% No change 3,725 $451K
Next Level Private LLC 0.21% Add +0.3% 3,721 $450K
Fifth Third Securities, Inc. 0.04% Add +11.1% 3,706 $448K
Valicenti Advisory Services Inc. 0.12% New 3,705 $448K
Legacy Private Trust Co. 0.03% Reduce -7.8% 3,696 $447K
Heritage Wealth Advisors 0.02% No change 3,687 $446K
Csenge Advisory Group 0.02% Add +4.0% 3,658 $443K
Madison Park Capital Advisors, LLC 0.39% Add +0.4% 3,655 $442K
Slagle Financial, LLC 0.24% Reduce -46.0% 3,654 $442K
Triumph Capital Management 0.18% Reduce -7.2% 3,656 $441K
Stablepoint Partners, LLC 0.09% Add +13.1% 3,630 $439K
Wilmington Savings Fund Society, FSB 0.02% — 3,625 $439K
Wealth Effects LLC 0.16% Add +6.5% 3,621 $438K
Legacy Edge Advisors, LLC 0.09% Reduce -5.7% 3,611 $437K
Roof Eidam Maycock Peralta, LLC 0.12% No change 3,601 $436K
Willner & Heller, LLC 0.43% Reduce -7.5% 3,597 $435K
Blue Fin Capital, Inc. 0.10% No change 3,593 $435K
Meridian Financial Advisors, LLC 0.32% Add +7.5% 3,587 $434K
Concord Wealth Partners 0.08% Add +232.5% 3,584 $434K
Castle Wealth Management LLC 0.23% Reduce -20.7% 3,582 $433K
Sax Wealth Advisors, LLC 0.05% Reduce -1.4% 3,582 $433K
Novak & Powell Financial Services, Inc. 0.32% Add +0.4% 3,580 $433K
Ameritas Investment Partners, Inc. 0.01% Add +0.5% 3,578 $433K
Robertson Stephens Wealth Management, LLC 0.02% No change 3,564 $431K
Wesbanco Bank Inc. 0.02% Reduce -1.9% 3,563 $431K
Waypoint Wealth Partners Inc. 0.12% No change 3,547 $429K
Pinkerton Wealth, LLC 0.07% New 3,547 $429K
Main Management LLC 0.04% No change 3,546 $429K
Maripau Wealth Management LLC 0.32% Add +36.2% 3,535 $428K
Mustard Seed Financial, LLC 0.43% Add +0.1% 3,532 $427K
Mitchell Sinkler & Starr 0.11% Reduce -67.4% 3,500 $423K
Obsidian Personal Planning Solutions LLC 0.28% Reduce -2.0% 3,631 $423K
Semus Wealth Partners LLC 0.36% Reduce -35.8% 3,485 $422K
KOM Wealth Management Group, LLC 0.41% Reduce -3.0% 3,467 $420K
Montag A & Associates Inc. 0.02% No change 3,455 $418K
Good Life Advisors, LLC 0.04% Reduce -4.3% 3,448 $417K
Wealth Alliance, LLC 0.05% Add +0.1% 3,445 $417K
Wellington Wealth Strategies, LLC. 0.19% New 3,442 $416K
Elevate Wealth Advisory, Inc. 0.36% Add +36.6% 3,440 $416K
Aspen Wealth Management LLC 0.16% Add +5.3% 3,437 $416K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $416K
Eagle Bay Advisors LLC 0.26% Add +15.3% 3,407 $412K
M. Kulyk & Associates, LLC 0.09% Add +9.8% 3,373 $408K
PBMares Wealth Management LLC 0.11% Reduce -8.2% 3,371 $408K
Northwest Investment Counselors, LLC 0.10% Reduce -4.4% 3,357 $406K
Private Capital Management, LLC 0.05% Add +7.2% 3,354 $406K
Clarity Wealth Advisors, LLC 0.14% Reduce -4.2% 3,352 $406K
Fiduciary Alliance LLC 0.07% Reduce -15.6% 3,364 $406K
Authentikos Wealth Advisory, LLC 0.41% Reduce -1.1% 3,344 $405K
Maltin Wealth Management, Inc. 0.23% Add +10.3% 3,341 $404K
Redmont Wealth Advisors LLC 0.56% Reduce -56.2% 3,341 $404K
Aaron Wealth Advisors LLC 0.06% No change 3,341 $404K
Becker Capital Management Inc. 0.01% No change 3,338 $404K
Sentinel Pension Advisors, LLC 0.09% Add +0.8% 3,336 $404K
New England Professional Planning Group Inc. 0.21% Reduce -44.1% 3,325 $402K
Weitzel Financial Services, Inc. 0.20% Reduce -1.9% 3,317 $399K
Clayton Financial Group LLC 0.18% New 3,295 $399K
Goelzer Investment Management, Inc. 0.02% New 3,285 $397K
Fortis Capital Advisors, LLC 0.17% Reduce -5.7% 3,266 $395K
Belpointe Asset Management LLC 0.03% Reduce -5.7% 3,266 $395K
Mitchell & Pahl Private Wealth, LLC 0.21% No change 3,256 $394K
Plante Moran Financial Advisors, LLC 0.04% Reduce -11.1% 3,251 $393K
BCS Wealth Management 0.13% Reduce -0.6% 3,230 $391K
Ifrah Financial Services, Inc. 0.11% Reduce -0.1% 3,222 $390K
Vannoy Advisory Group, Inc. 0.30% No change 3,219 $389K
L. Roy Papp & Associates, LLP 0.05% Reduce -0.0% 3,213 $389K
Emergent Wealth Advisors, LLC 0.33% Reduce -8.4% 3,199 $387K
River Wealth Advisors LLC 0.06% Add +0.2% 3,195 $387K
TNF LLC 0.15% Add +14.8% 3,274 $386K
Channel Wealth LLC 0.15% Reduce -17.0% 3,183 $385K
West Coast Financial LLC 0.05% Reduce -1.6% 3,152 $381K
United Community Bank 0.15% Reduce -4.5% 3,149 $381K
Benedetti & Gucer, Inc. 0.19% Reduce -13.8% 3,137 $380K
Financial Life Advisors 0.16% Reduce -45.6% 3,139 $380K
Global Trust Asset Management, LLC 0.16% No change 3,138 $380K
Cyndeo Wealth Partners, LLC 0.03% No change 3,133 $379K
Cassaday & Co Wealth Management LLC 0.01% New 3,133 $379K
Astoria Portfolio Advisors LLC. 0.15% Reduce -0.6% 3,277 $379K
Institute for Wealth Management, LLC. 0.05% Add +7.3% 3,119 $377K
Madrona Financial Services, LLC 0.13% Reduce -0.3% 3,119 $377K
Ameliora Wealth Management Ltd. 0.17% No change 3,119 $377K
FWG Holdings, LLC 0.20% Add +2.9% 3,157 $377K
Daymark Wealth Partners, LLC 0.02% Add +0.2% 3,111 $376K
Waypoint Capital Advisors, LLC 0.10% No change 3,097 $375K
AlphaCentric Advisors LLC 0.23% Reduce -8.0% 3,088 $374K
Morris Financial Concepts, Inc. 0.19% Add +10.4% 3,083 $373K
Alpine Woods Capital Investors, LLC 0.07% No change 3,200 $373K
Chemistry Wealth Management LLC 0.10% Reduce -5.4% 3,070 $371K
Keebeck Wealth Management 0.05% Reduce -20.3% 3,059 $370K
TCI Wealth Advisors, Inc. 0.04% No change 3,053 $369K
Monterey Private Wealth, Inc. 0.15% Reduce -1.4% 3,036 $367K
Ingalls & Snyder LLC 0.02% No change 3,035 $367K
GM Advisory Group, LLC 0.03% No change 3,029 $366K
Qube Research & Technologies Ltd 0.00% Reduce -21.2% 3,029 $366K
Opal Wealth Advisors, LLC 0.12% Add +30.6% 3,027 $366K
BSW Wealth Partners 0.06% New 3,026 $366K
Secure Asset Management, LLC 0.09% Reduce -60.9% 3,024 $366K
Barrett & Company, Inc. 0.17% No change 3,018 $365K
SFG Wealth Management, LLC. 0.22% No change 3,000 $363K
Simmons Bank 0.03% No change 3,000 $363K
Two Sigma Securities, LLC 0.02% Reduce -59.2% 3,000 $363K
Twelve Points Wealth Management LLC 0.13% Reduce -2.2% 2,989 $362K
Clear Creek Financial Management, LLC 0.05% Add +23.9% 2,986 $361K
Disciplined Investments, LLC 0.20% Reduce -5.8% 2,982 $361K
Twin Focus Capital Partners, LLC 0.07% Add +5.7% 2,981 $361K
Agate Pass Investment Management, LLC 0.19% Reduce -5.4% 2,958 $358K
Raffa Wealth Management, LLC 0.11% Reduce -72.0% 2,941 $356K
Thomasville National Bank 0.03% Reduce -59.8% 2,914 $353K
Norden Group LLC 0.07% New 2,905 $352K
Saxony Capital Management, LLC 0.42% No change 2,892 $350K
Moors & Cabot, Inc. 0.02% Reduce -10.5% 2,887 $349K
MilWealth Group LLC 0.11% No change 2,872 $348K
Clearview Wealth Advisors LLC 0.35% Reduce -37.5% 2,869 $347K
Beam Wealth Advisors, Inc. 0.21% Add +0.5% 2,862 $346K
Trexquant Investment LP 0.01% Reduce -37.6% 2,852 $345K
Chapin Davis, Inc. 0.13% Reduce -6.1% 2,845 $344K
Roberts Glore & Co. Inc. 0.10% Reduce -12.3% 2,843 $344K
Farmers & Merchants Investments Inc. 0.01% Reduce -6.7% 2,838 $343K
Dravo Bay LLC 0.20% Add +0.0% 2,832 $343K
NWF Advisory Services Inc. 0.06% Add +7.6% 2,825 $342K
MY Wealth Management Inc. 0.38% Reduce -0.4% 2,818 $341K
Sheets Smith Wealth Management 0.04% New 2,809 $340K
HF Advisory Group, LLC 0.19% Reduce -2.4% 2,800 $339K
Cambridge Trust Co. 0.01% Reduce -4.9% 2,795 $338K
Soltis Investment Advisors LLC 0.04% New 2,793 $338K
Bleakley Financial Group, LLC 0.01% Reduce -77.5% 2,790 $338K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.4% 2,786 $337K
Revisor Wealth Management LLC 0.15% New 2,808 $335K
Financial Freedom, LLC 0.20% Reduce -12.3% 2,764 $334K
Vista Capital Partners, Inc. 0.04% Reduce -8.6% 2,764 $334K
Mosaic Financial Group, LLC 0.27% — 2,763 $334K
RAM Investment Partners, LLC 0.10% No change 2,753 $333K
Capital Investment Advisors, LLC 0.01% Reduce -26.4% 2,751 $333K
Westmount Partners, LLC 0.12% Reduce -19.3% 2,749 $333K
Members Trust Co 0.01% No change 2,730 $330K
Ferguson Wellman Capital Management, Inc. 0.01% Add +4.5% 2,722 $329K
Hurlow Wealth Management Group, Inc. 0.12% No change 2,713 $328K
Hara Capital LLC 0.20% No change 2,711 $328K
Estate Counselors, LLC 0.04% Reduce -96.0% 2,710 $328K
Sandy Cove Advisors, LLC 0.15% Add +0.0% 2,707 $328K
Tucker Asset Management LLC 0.08% Add +21.6% 2,700 $327K
Greenleaf Trust 0.00% No change 2,700 $327K
Berkshire Asset Management LLC 0.02% Reduce -1.5% 2,672 $323K
Global Financial Private Client, LLC 0.14% No change 2,669 $322K
Destination Wealth Management 0.01% No change 2,649 $321K
RMR Capital Management, LLC 0.32% Reduce -25.9% 2,637 $319K
Blue Trust, Inc. 0.00% Reduce -6.2% 2,635 $319K
Financial Network Wealth Advisors LLC 0.32% Add +1.4% 2,626 $318K
Zacks Investment Management 0.00% Reduce -16.2% 2,611 $316K
J. W. Coons Advisors, LLC 0.06% Reduce -0.8% 2,608 $316K
Black Diamond Financial, LLC 0.09% No change 2,826 $315K
Facet Wealth, Inc. 0.01% Reduce -3.8% 2,676 $315K
First Wilshire Securities Management Inc. 0.09% No change 2,600 $315K
West Michigan Advisors, LLC 0.10% New 2,603 $315K
Acropolis Investment Management, LLC 0.02% Reduce -10.4% 2,601 $315K
CWA Asset Management Group, LLC 0.02% Add +0.1% 2,594 $314K
Fortitude Advisory Group L.L.C. 0.18% Add +1.7% 2,589 $313K
Phillips Wealth Planners LLC 0.36% Reduce -6.0% 2,722 $313K
Crestwood Advisors Group, LLC 0.01% Reduce -17.6% 2,584 $313K
Marion Wealth Management 0.09% No change 2,570 $311K
First National Advisers, LLC 0.07% No change 2,561 $310K
American Money Management, LLC 0.06% Add +0.2% 2,554 $309K
ShoreHaven Wealth Partners, LLC 0.17% Reduce -2.4% 2,542 $308K
Wealth Architects, LLC 0.04% Add +0.0% 2,527 $306K
Quadrant Capital Group LLC 0.02% Add +7.4% 2,526 $306K
Bluespring Wealth Management, LLC 0.03% Reduce -7.1% 2,523 $305K
Prairie Wealth Advisors, Inc. 0.14% — 2,521 $305K
GenTrust, LLC 0.02% New 2,516 $304K
Princeton Global Asset Management LLC 0.07% Reduce -12.5% 2,514 $304K
Titleist Asset Management, LLC 0.05% Add +8.7% 2,502 $303K
Watts Gwilliam & Co., LLC 0.09% — 2,510 $302K
NBT Bank, N.A. 0.02% Reduce -10.3% 2,491 $301K
Bison Wealth, LLC 0.05% Add +20.0% 2,482 $300K
Wolf Group Capital Advisors 0.14% No change 2,825 $300K
Merriman Wealth Management, LLC 0.01% Reduce -3.2% 2,476 $300K
CIBC Asset Management Inc 0.00% Reduce -88.4% 2,457 $297K
Sage Capital Management, LLC 0.16% Add +0.5% 2,453 $297K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -19.2% 2,453 $297K
Appleton Partners Inc. 0.02% Reduce -5.3% 2,437 $295K
Sonora Investment Management Group, LLC 0.02% Add +17.4% 2,433 $294K
Hikari Power Ltd 0.03% No change 2,430 $294K
American Investment Services, Inc. 0.05% No change 2,418 $293K
Hollencrest Capital Management 0.01% No change 2,400 $290K
Headlands Technologies LLC 0.07% Add +246.2% 2,399 $290K
Equita Financial Network, Inc. 0.13% No change 2,391 $289K
Summit X, LLC 0.07% Add +0.8% 2,384 $289K
Market Street Wealth Management Advisors LLC 0.05% Reduce -1.6% 2,384 $288K
Aviance Capital Partners, LLC 0.04% No change 2,377 $288K
BLB&B Advisors, LLC 0.02% Reduce -1.8% 2,377 $288K
Bellecapital International Ltd. 0.06% No change 2,375 $287K
1776 Wealth LLC 0.14% No change 2,373 $287K
Von Berge Wealth Management Group, LLC 0.18% Reduce -1.8% 2,368 $286K
Private Capital Management LLC 0.06% Add +1.3% 2,367 $286K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 2,361 $286K
Apriem Advisors 0.04% Reduce -0.9% 2,357 $285K
Concord Asset Management, LLC 0.07% New 2,355 $285K
Acas, LLC 0.28% Reduce -1.1% 2,351 $284K
Cornerstone Planning Group LLC 0.09% Add +0.5% 2,418 $283K
United Asset Strategies, Inc. 0.03% Reduce -8.4% 2,335 $282K
Caitlin John, LLC 0.21% Add +3.6% 2,330 $282K
FSA Advisors, Inc. 0.30% Add +7.6% 2,320 $281K
Arkfeld Wealth Strategies, L.L.C. 0.15% New 2,377 $281K
Redwood Investment Management, LLC 0.03% Reduce -24.8% 2,318 $280K
Waterfront Wealth Inc. 0.08% Reduce -0.8% 2,387 $280K
Fluent Financial, LLC 0.15% No change 2,310 $279K
High Falls Advisors, Inc 0.07% Reduce -8.8% 2,309 $279K
Firestone Capital Management 0.08% Add +0.4% 2,304 $279K
Compton Wealth Advisory Group, LLC 0.08% New 2,302 $279K
First American Bank 0.02% New 2,302 $279K
Ghe, LLC 0.13% No change 2,285 $276K
Financial Futures Ltd Liability Co. 0.18% Add +2.3% 2,275 $275K
Strategic Financial Partners, Ltd. 0.15% No change 2,270 $275K
Security Financial Services, INC. 0.06% Add +3.1% 2,270 $275K
Aurora Private Wealth, Inc. 0.24% Reduce -15.9% 2,269 $274K
Revolve Wealth Partners, LLC 0.05% New 2,249 $272K
Chemung Canal Trust Co. 0.05% No change 2,244 $272K
Advus Financial Partners, LLC 0.08% Add +2.4% 2,222 $269K
PGIM Custom Harvest LLC 0.01% Add +10.2% 2,219 $268K
Portside Wealth Group, LLC 0.05% Reduce -72.3% 2,219 $268K
Davis R M Inc. 0.01% Reduce -16.5% 2,210 $267K
Hoylecohen, LLC 0.02% Add +4.1% 2,205 $267K
FSB Premier Wealth Management, Inc. 0.12% New 2,199 $266K
Efficient Advisors, LLC 0.02% Reduce -6.7% 2,188 $265K
RIA Advisory Group LLC 0.11% New 2,184 $264K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 2,182 $264K
WMG Financial Advisors, LLC 0.15% Reduce -2.0% 2,174 $263K
Team Financial Group, LLC 0.18% Add +6.7% 2,172 $263K
Armbruster Capital Management, Inc. 0.06% No change 2,165 $262K
Pitcairn Co. 0.02% No change 2,160 $261K
MinichMacGregor Wealth Management, LLC 0.07% No change 2,164 $261K
Gray Private Wealth, LLC 0.17% — 2,153 $260K
Hazlett, Burt & Watson, Inc. 0.16% Add +0.1% 2,156 $260K
Vanguard Personalized Indexing Management, LLC 0.01% No change 2,148 $260K
Accredited Investors Inc. 0.02% No change 2,147 $260K
Better Money Decisions, LLC 0.21% Reduce -26.4% 2,140 $259K
LGT Financial Advisors LLC 0.30% Add +3.3% 2,121 $257K
Blodgett Wealth Advisors, LLC 0.23% No change 2,107 $255K
Newton One Investments LLC 0.11% Reduce -8.8% 2,093 $253K
Prosperity Planning, Inc. 0.12% No change 2,084 $252K
Exchange Bank 0.21% Add +6.2% 2,076 $251K
Mystic Asset Management, Inc. 0.10% Add +0.4% 2,076 $251K
PFC Capital Group, Inc. 0.13% New 2,077 $251K
Aspen Investment Management Inc 0.13% New 2,075 $251K
AJ Advisors, LLC 0.14% New 2,070 $250K
Berkeley, Inc 0.15% Reduce -14.2% 2,061 $249K
Vertex Planning Partners, LLC 0.07% New 2,051 $248K
Beacon Capital Management, LLC 0.05% Add +43.8% 2,041 $247K
Naples Global Advisors, LLC 0.03% Add +0.3% 2,037 $246K
Arden Trust Co 0.03% Reduce -24.9% 2,025 $245K
Bank Ozk 0.11% No change 2,010 $243K
Inscription Capital, LLC 0.04% Add +3.7% 2,005 $243K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -0.1% 2,000 $242K
Trek Financial, LLC 0.02% Reduce -10.6% 2,000 $242K
Grandfield & Dodd, LLC 0.02% No change 1,994 $241K
Lake Street Private Wealth, LLC 0.03% Reduce -0.3% 1,991 $241K
Smith Anglin Financial, LLC 0.02% Add +10.3% 1,991 $241K
Allianz SE 0.01% — 1,990 $241K
Park Edge Advisors, LLC 0.07% New 1,987 $240K
Leading Edge Financial Planning LLC 0.11% Reduce -7.5% 1,978 $239K
TFC Financial Management, Inc. 0.04% No change 1,968 $238K
KFA Private Wealth Group, LLC 0.07% Add +4.7% 1,966 $238K
Quadrant Private Wealth Management, LLC 0.06% Add +5.5% 1,961 $237K
Legacy Financial Group LLC 0.05% New 1,960 $237K
Icon Wealth Advisors, LLC 0.02% Reduce -4.4% 1,956 $237K
Capital Market Strategies LLC 0.18% Add +0.4% 1,953 $236K
GDS Wealth Management 0.03% No change 1,940 $235K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -34.6% 1,939 $235K
Wambolt & Associates, LLC 0.07% Reduce -23.6% 1,936 $233K
Salem Investment Counselors Inc. 0.01% Add +3.2% 1,922 $233K
MRA Advisory Group 0.14% Reduce -2.2% 1,920 $232K
Avalon Capital Management 0.10% Add +0.6% 1,919 $232K
Evolution Advisers, Inc. 0.14% Reduce -1.1% 1,910 $232K
Silver Oak Securities, Incorporated 0.04% Reduce -19.8% 1,913 $231K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.10% No change 1,910 $231K
Smith & Howard Wealth Management, LLC 0.07% No change 1,908 $231K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.1% 1,893 $229K
Patten & Patten Inc. 0.02% No change 1,892 $229K
Wynn Capital, LLC 0.18% No change 1,892 $229K
Cooper Financial Group 0.04% Reduce -9.2% 1,891 $229K
Laraway Financial Advisors Inc 0.20% New 1,889 $229K
Second Line Capital, LLC 0.07% New 1,886 $228K
CNB Bank 0.11% Reduce -13.1% 1,884 $228K
Capital Advisory Group Advisory Services, LLC 0.11% No change 1,878 $227K
Cannell & Spears LLC 0.00% No change 1,875 $227K
HRC Wealth Management, LLC 0.17% Reduce -1.9% 1,869 $226K
Highland Capital Management, LLC 0.01% Add +1.1% 1,838 $222K
Jeppson Wealth Management, LLC 0.09% Reduce -1.6% 1,838 $222K
Home Federal Bank of Tennessee 0.07% No change 1,838 $222K
Rodgers & Associates, LTD 0.03% No change 1,838 $222K
Tectonic Advisors LLC 0.02% Add +0.2% 1,834 $222K
Center for Financial Planning, Inc. 0.03% No change 1,831 $222K
Greenline Partners, LLC 0.04% No change 1,828 $221K
Banque Cantonale Vaudoise 0.01% New 1,830 $221K
Capital Management Associates, Inc 0.16% No change 1,825 $221K
Ehrlich Financial Group 0.19% Reduce -14.4% 1,820 $220K
Planning Center, Inc. 0.05% New 1,820 $220K
Seelaus Asset Management LLC 0.22% Reduce -20.7% 1,812 $219K
Macroview Investment Management LLC 0.24% No change 1,811 $219K
BOS Asset Management, LLC 0.12% No change 1,810 $219K
Swmg, LLC 0.10% New 1,786 $216K
Summit Global Investments 0.02% New 1,781 $216K
Tidemark, LLC 0.12% No change 1,780 $215K
Acorn Wealth Advisors, LLC 0.11% New 1,771 $214K
American Institute for Advanced Investment Management, LLP 0.17% New 1,770 $214K
Baker Tilly Wealth Management, LLC 0.04% Reduce -41.5% 1,769 $214K
Philadelphia Trust Co. 0.02% New 1,765 $214K
Founders Capital Management 0.14% Add +0.7% 1,763 $213K
Elevated Capital Advisors, LLC 0.06% New 1,753 $212K
Latitude Advisors, LLC 0.13% Reduce -10.5% 1,752 $212K
Hyperion Partners, LLC 0.16% New 1,752 $212K
Pure Financial Advisors, LLC 0.01% Reduce -8.5% 1,751 $212K
Monument Group Wealth Advisors, LLC 0.16% New 1,750 $212K
Bellevue Asset Management, LLC 0.12% Add +0.1% 1,741 $211K
Altus Wealth Group LLC 0.11% Reduce -39.4% 1,738 $210K
Paragon Private Wealth Management, LLC 0.13% New 1,737 $210K
Midwest Financial Group LLC 0.14% New 1,729 $209K
Wheelhouse Advisory Group LLC 0.16% Reduce -25.1% 1,724 $209K
Sugarloaf Wealth Management, LLC 0.04% Add +7.3% 1,716 $208K
Perennial Investment Advisors, LLC 0.03% New 1,713 $207K
RKL Wealth Management LLC 0.02% Reduce -43.8% 1,711 $207K
Heritage Trust Co 0.03% New 1,710 $207K
Client 1ST Advisory Group, LLC 0.09% New 1,705 $206K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,700 $206K
Dunhill Financial, LLC 0.15% Add +0.1% 1,702 $205K
Darwin Wealth Management, LLC 0.06% New 1,695 $205K
Nadler Financial Group, Inc. 0.03% New 1,691 $205K
Tacita Capital Inc 0.14% No change 1,690 $204K
Planning Directions Inc. 0.14% New 1,689 $204K
MA Private Wealth 0.04% New 1,687 $204K
626 Financial, LLC 0.12% New 1,686 $204K
Matrix Private Capital Group LLC 0.14% New 1,685 $204K
SpiderRock Advisors, LLC 0.01% — 1,739 $204K
Silver Coast Investments LLC 0.08% New 1,674 $203K
Bradley Foster & Sargent Inc. 0.00% New 1,667 $202K
Clearwater Capital Advisors, LLC 0.02% Reduce -26.6% 1,659 $201K
Essex Private Wealth Management, LLC 0.57% New 1,657 $200K
Fernwood Investment Management, LLC 0.06% New 1,654 $200K
Custom Portfolio Group LLC 0.16% No change 3,499 $200K
Grove Bank & Trust 0.03% No change 1,634 $198K
Hanson & Doremus Investment Management 0.03% No change 1,588 $192K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -12.8% 1,568 $190K
Richardson Financial Services Inc. 0.13% New 1,749 $188K
LFA - Lugano Financial Advisors SA 0.14% Add +16.9% 1,555 $188K
Pinnacle Bancorp, Inc. 0.06% No change 1,538 $186K
Venturi Wealth Management, LLC 0.01% No change 1,522 $184K
Sandy Spring Bank 0.01% Add +1023.0% 1,516 $183K
Winch Advisory Services, LLC 0.06% Add +12.4% 1,516 $183K
Private Ocean, LLC 0.02% Reduce -0.1% 1,503 $182K
Caldwell Sutter Capital, Inc. 0.09% Reduce -9.0% 1,470 $178K
Element Wealth, LLC 0.10% Add +18.1% 1,409 $170K
Frazier Financial Advisors, LLC 0.14% Add +0.6% 1,403 $170K
City Holding Co. 0.03% No change 1,400 $169K
Robinswood Financial LLC 0.07% Add +71.8% 1,374 $166K
Northwest Capital Management Inc 0.05% No change 1,359 $164K
Coombe, Bender & Co LLC 0.10% New 1,351 $163K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -27.0% 1,347 $163K
Perkins Coie Trust Co 0.04% New 1,330 $161K
Bray Capital Advisors 0.04% Add +0.2% 1,307 $158K
McIlrath & Eck, LLC 0.02% Add +0.4% 1,079 $131K
ESL Trust Services, LLC 0.03% New 1,055 $128K
Future Financial Wealth Managment LLC 0.10% New 1,050 $127K
Emfo, LLC 0.11% No change 1,026 $124K
Cutler Group LLC / CA 0.06% Add +900.0% 1,000 $120K
Indiana Trust & Investment Management Co 0.05% No change 985 $119K
Stelac Advisory Services LLC 0.06% No change 979 $118K
Tsfg, LLC 0.03% No change 969 $117K
Gilliland Jeter Wealth Management LLC 0.04% New 945 $114K
West Financial Advisors, LLC 0.02% No change 934 $113K
DHJJ Financial Advisors, Ltd. 0.05% Add +3.0% 914 $111K
Crewe Advisors LLC 0.01% Reduce -5.3% 902 $109K
Gradient Investments LLC 0.00% Reduce -46.5% 882 $107K
Atlas Capital Advisors Inc. 0.02% Add +47.0% 882 $107K
Valley Wealth Managers, Inc. 0.01% Reduce -92.0% 861 $104K
Gleason Group, Inc. 0.02% Add +0.6% 859 $104K
Truvestments Capital LLC 0.04% Reduce -18.3% 820 $99K
Voisard Asset Management Group, Inc. 0.06% No change 811 $98K
Centennial Bank 0.05% No change 800 $97K
Ransom Advisory, Ltd 0.05% — 789 $95K
Johnson Financial Group, Inc. 0.01% Reduce -99.0% 784 $95K
Pathway Financial Advisers, LLC 0.03% Reduce -5.0% 737 $89K
Colonial Trust Co / SC 0.02% Reduce -48.5% 722 $87K
Pineridge Advisors LLC 0.03% Reduce -36.3% 713 $86K
Vermillion & White Wealth Management Group, LLC 0.07% No change 700 $85K
Twin Lakes Capital Management, LLC 0.06% No change 700 $85K
Ballast Advisors LLC 0.03% No change 677 $82K
Blue Bell Private Wealth Management, LLC 0.02% No change 623 $75K
Godsey & Gibb, Inc. 0.01% No change 582 $70K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -4.6% 576 $70K
WFA Asset Management Corp 0.04% Add +0.7% 573 $69K
SJS Investment Consulting Inc. 0.01% Reduce -45.4% 566 $68K
Bank of New Hampshire 0.02% No change 562 $68K
Laffer Tengler Investments, Inc. 0.02% New 558 $68K
Missouri Trust & Investment Co 0.03% Add +251.9% 556 $67K
Bay Harbor Wealth Management, LLC 0.02% New 546 $66K
Hilltop National Bank 0.02% — 542 $66K
Rise Advisors, LLC 0.03% Add +0.2% 541 $65K
NFSG Corp 0.03% No change 535 $65K
Gen-Wealth Partners Inc 0.03% — 532 $64K
IAG Wealth Partners, LLC 0.01% Reduce -14.6% 525 $64K
Pacifica Partners Inc. 0.03% No change 504 $60K
Russell Investments Group, Ltd. 0.00% Add +136.2% 489 $59K
WR Wealth Planners, LLC 0.02% New 468 $57K
Wolff Wiese Magana LLC 0.05% No change 467 $57K
PSI Advisors, LLC 0.02% Reduce -23.1% 463 $56K
Criterion Capital Advisors, LLC 0.04% No change 437 $53K
Washington Trust Advisors, Inc. 0.00% No change 436 $53K
Mb, Levis & Associates, LLC 0.03% No change 428 $52K
Creative Capital Management Investments LLC 0.03% No change 413 $50K
Fortitude Family Office, LLC 0.03% Add +0.5% 406 $49K
Blume Capital Management, Inc. 0.01% Reduce -1.2% 400 $48K
Cape Investment Advisory, Inc. 0.02% Reduce -6.2% 380 $46K
Byrne Asset Management LLC 0.04% No change 369 $45K
Clean Yield Group 0.02% New 362 $44K
Dixon Mitchell Investment Counsel Inc. 0.00% New 360 $44K
Financial Gravity Asset Management, Inc. 0.01% No change 390 $44K
Hartford Financial Management Inc. 0.01% No change 350 $42K
Highline Wealth Partners LLC 0.02% Add +0.6% 347 $42K
American National Bank & Trust 0.01% No change 340 $41K
Global Assets Advisory, LLC 0.02% New 340 $41K
Sound Income Strategies, LLC 0.00% Add +14.2% 337 $41K
Sunbelt Securities, Inc. 0.00% Add +0.6% 317 $38K
Halpern Financial, Inc. 0.01% No change 307 $37K
Baldwin Wealth Partners LLC 0.00% No change 300 $36K
Front Row Advisors LLC 0.01% No change 278 $34K
Resources Management Corp. /CT/ 0.00% Reduce -0.4% 276 $33K
PrairieView Partners, LLC 0.00% Add +5.4% 252 $31K
Delta Asset Management LLC 0.00% No change 252 $30K
Dogwood Wealth Management LLC 0.02% New 250 $30K
Barclays PLC 0.00% No change 248 $30K
Pin Oak Investment Advisors Inc. 0.03% No change 249 $30K
Richard W. Paul & Associates, LLC 0.01% No change 244 $30K
First United Bank & Trust 0.01% Reduce -17.0% 244 $30K
Bell Investment Advisors, Inc 0.01% Add +0.4% 232 $28K
Ulland Investment Advisors, LLC 0.02% No change 235 $28K
DiNuzzo Private Wealth, Inc. 0.00% No change 226 $27K
Chilton Capital Management LLC 0.00% No change 223 $27K
Central Pacific Bank - Trust Division 0.00% — 222 $27K
Stone House Investment Management, LLC 0.01% No change 218 $26K
Sachetta, LLC 0.01% No change 236 $26K
Moser Wealth Advisors, LLC 0.01% No change 213 $26K
AllSquare Wealth Management LLC 0.01% New 200 $24K
American Capital Advisory, LLC 0.02% Reduce -2.6% 227 $24K
MeadowBrook Investment Advisors LLC 0.02% No change 190 $23K
Castleview Partners, LLC 0.01% No change 187 $23K
Horrell Capital Management, Inc. 0.01% No change 185 $22K
Coston, McIsaac & Partners 0.01% Reduce -73.3% 181 $21K
St Germain D J Co. Inc. 0.00% Reduce -90.5% 169 $20K
Main Street Group, LTD 0.01% New 167 $20K
GPS Wealth Strategies Group, LLC 0.00% Reduce -21.1% 164 $20K
CGC Financial Services, LLC 0.01% No change 161 $19K
Mascoma Wealth Management LLC 0.01% No change 160 $19K
PayPay Securities Corp 0.94% Reduce -18.0% 155 $19K
Running Point Capital Advisors, LLC 0.01% No change 150 $18K
Nemes Rush Group LLC 0.00% Add +81.7% 149 $18K
Core Wealth Advisors, Inc. 0.01% No change 136 $16K
Janiczek Wealth Management, LLC 0.00% No change 131 $16K
Accent Capital Management, LLC 0.01% No change 114 $14K
Vima LLC 0.01% No change 120 $13K
GAMMA Investing LLC 0.00% No change 101 $12K
Rakuten Securities, Inc. 0.01% New 94 $11K
Davis Capital Management 0.01% No change 94 $11K
TruNorth Capital Management, LLC 0.00% — 93 $11K
Realta Investment Advisors 0.00% Reduce -99.1% 93 $11K
Ogorek Anthony Joseph /NY/ 0.00% Add +1.1% 93 $11K
Sanctuary Wealth Management, L.L.C. 0.01% No change 90 $11K
Kelly Financial Services LLC 0.00% No change 88 $11K
PFS Partners, LLC 0.01% Add +1.1% 88 $11K
Laurel Wealth Advisors LLC 0.00% No change 76 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $8K
RFP Financial Group LLC 0.00% No change 61 $7K
Allianz Asset Management GmbH 0.00% Reduce -1.8% 55 $7K
LRI Investments, LLC 0.00% — 50 $6K
Provenance Wealth Advisors, LLC 0.00% New 50 $6K
Benjamin Edwards Inc. 0.00% New 53 $6K
Providence Capital Advisors, LLC 0.00% New 46 $6K
Clear Investment Research, LLC 0.01% No change 39 $5K
Creekmur Asset Management LLC 0.00% Add +2.7% 38 $5K
Ruedi Wealth Management, Inc. 0.00% New 35 $4K
Piscataqua Savings Bank 0.00% No change 29 $4K
Investment Research & Advisory Group, Inc. 0.00% Reduce -21.2% 26 $3K
Sittner & Nelson, LLC 0.00% New 25 $3K
Tradewinds Capital Management, LLC 0.00% No change 25 $3K
M&R Capital Management Inc. 0.00% No change 25 $3K
AlphaMark Advisors, LLC 0.00% No change 25 $3K
Country Trust Bank 0.00% No change 17 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 14 $2K
Centerpoint Advisors, LLC 0.00% No change 8 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 5 $605

"% of holder's portfolio" is VYM's weight in each manager's 13F, not the share of Vanguard High DVD Yield ETF the manager owns.