Vanguard High DVD Yield ETFVYMETF

13F holders, Q3 2024 (September 30)
1,657holders +65
107new positions
46sold out
5famous investors
$126.49avg. 13F price*

At the end of Q3 2024, 1,657 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 65 from Q2 2024. 107 opened new positions and 46 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Bank of America Corp. ($1.5B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions107$355.2M
Exits46$66.3M

All 13F filers, Q2 2024 → Q3 2024: 8,716,338 shares bought and 3,739,842 shares sold, net +4,976,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,657 holders

Sumitomo Life Insurance Co. 38.09% No change 15,133,322 $1.9B
Bank of America Corp. 0.13% Add +3.0% 11,330,907 $1.5B
Morgan Stanley 0.09% Add +2.4% 9,676,185 $1.2B
LPL Financial LLC 0.31% Add +3.4% 5,399,549 $692.2M
Envestnet Asset Management Inc. 0.21% Add +0.6% 5,028,112 $644.6M
Wells Fargo & Company 0.14% Add +0.6% 4,564,266 $585.1M
Raymond James Financial Services Advisors, Inc. 0.69% Add +1.9% 4,025,812 $516.1M
Creative Planning 0.47% Reduce -1.3% 3,685,987 $472.5M
Ameriprise Financial Inc. 0.11% Add +2.7% 3,340,856 $428.2M
Vanguard Group Inc. 0.01% Add +0.2% 3,258,098 $417.7M
Raymond James & Associates 0.25% Reduce -1.4% 3,205,672 $411.0M
UBS Group AG 0.10% Reduce -0.3% 2,897,733 $371.5M
Royal Bank of Canada 0.07% Add +2.1% 2,312,856 $296.5M
Mercer Global Advisors Inc. 0.69% Add +4.8% 2,333,332 $294.8M
JPMorgan Chase & Co. 0.02% Add +0.4% 2,164,681 $277.5M
Commonwealth Equity Services, LLC 0.42% Add +1.7% 2,163,842 $277.4M
Goldman Sachs Group Inc. 0.05% Reduce -1.2% 2,000,659 $256.5M
Manufacturers Life Insurance Company, The 0.21% Add +6.8% 1,889,775 $242.3M
Janney Montgomery Scott LLC 0.64% Add +1.1% 1,785,400 $228.9M
Edge Capital Group, LLC 9.08% Reduce -0.6% 1,597,895 $204.9M
Cetera Investment Advisers 0.44% Add +0.2% 1,586,530 $203.4M
Pathstone Holdings, LLC 0.84% Reduce -0.1% 1,464,174 $187.7M
Jones Financial Companies LLLP 0.19% Add +15.9% 1,431,899 $183.0M
Meiji Yasuda Life Insurance Co 3.25% No change 1,370,767 $175.7M
Stifel Financial Corp. 0.17% Reduce -0.4% 1,283,835 $164.6M
Mesirow Financial Investment Management, Inc. 2.72% Add +101.3% 1,097,218 $140.7M
Rakuten Investment Management, Inc. 0.79% Add +5.9% 1,058,854 $135.3M
Howard Capital Management, LLC 2.20% New 1,044,243 $133.9M
Kestra Advisory Services, LLC 0.72% Reduce -1.6% 1,016,691 $130.3M
HighTower Advisors, LLC 0.19% Add +0.0% 1,007,456 $129.2M
Truist Financial Corp. 0.19% Reduce -3.5% 938,967 $120.4M
Osaic Holdings, Inc. 0.27% Reduce -1.1% 936,662 $120.1M
PNC Financial Services Group, Inc. 0.08% Add +0.0% 933,715 $119.7M
Joel Isaacson & Co., LLC 5.47% Add +1.5% 895,371 $114.8M
Wharton Business Group, LLC 5.15% Add +19.9% 894,801 $114.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -11.2% 894,600 $114.7M
Cambridge Investment Research Advisors, Inc. 0.35% Add +2.4% 804,162 $103.1M
Florida Trust Wealth Management Co 3.23% Reduce -0.6% 787,645 $101.0M
Auto-Owners Insurance Co 2.27% No change 724,200 $92.8M
Captrust Financial Advisors 0.27% Add +7.0% 720,088 $92.3M
Allworth Financial LP 0.52% Add +0.2% 670,264 $85.9M
Stratos Wealth Partners, LTD. 1.23% Add +14.5% 658,514 $84.4M
Martel Wealth Advisors LLC 17.04% Add +0.3% 647,265 $83.3M
D.A. Davidson & Co. 0.68% Add +0.8% 640,341 $82.1M
Bank of Montreal 0.04% Reduce -6.9% 606,562 $77.5M
Cerity Partners LLC 0.16% Add +16.3% 565,579 $72.5M
Steward Partners Investment Advisory, LLC 0.67% Add +49.5% 564,547 $72.4M
HCR Wealth Advisors 9.38% Add +1.2% 558,839 $71.6M
One Day In July LLC 7.95% Add +8.6% 551,206 $70.7M
MML Investors Services, LLC 0.26% Add +2.7% 549,313 $70.4M
Marino, Stram & Associates LLC 15.49% Add +2.3% 541,374 $69.4M
Mariner, LLC 0.12% Add +2.5% 514,803 $66.0M
Equitable Holdings, Inc. 0.60% Add +2.2% 483,822 $62.0M
Northeast Financial Consultants Inc 2.65% Reduce -1.3% 471,804 $60.5M
Barings LLC 1.40% New 461,407 $59.2M
Assetmark, Inc. 0.17% Add +0.1% 456,176 $58.5M
Arlington Trust Co LLC 12.51% Reduce -2.9% 446,832 $57.3M
Baird Financial Group, Inc. 0.11% Add +4.8% 437,739 $56.1M
Inspirion Wealth Advisors, LLC 7.73% Add +3.4% 431,306 $55.3M
Pinnacle Associates Ltd. 0.94% Reduce -1.3% 494,722 $55.2M
White Lighthouse Investment Management Inc. 9.89% Add +3.1% 430,002 $55.1M
Operose Advisors LLC 16.98% Reduce -6.7% 409,578 $52.5M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -4.3% 396,979 $50.9M
Smithfield Trust Co 2.47% Add +2.2% 393,261 $50.4M
Bank of Hawaii 2.04% Reduce -19.2% 380,538 $48.8M
CW Advisors, LLC 0.64% Add +6189.2% 376,537 $48.3M
Waldron Private Wealth LLC 2.00% Reduce -2.9% 375,322 $48.1M
Private Advisor Group, LLC 0.30% Reduce -12.2% 372,502 $47.8M
Atria Wealth Solutions, Inc. 0.51% Add +0.7% 368,466 $47.2M
Wellspring Financial Advisors, LLC 5.45% Add +8.8% 2,296,227 $45.7M
M&T Bank Corp 0.14% Reduce -5.0% 329,779 $42.3M
Waverly Advisors, LLC 0.76% Add +2.9% 319,979 $41.0M
Moneta Group Investment Advisors LLC 0.59% Reduce -5.2% 315,758 $40.5M
MBM Wealth Consultants, LLC 12.62% Add +2.1% 312,060 $40.0M
Cornerstone Advisory, LLC 5.17% Add +5.3% 306,653 $39.3M
Baltimore-Washington Financial Advisors, Inc. 2.11% Add +4.7% 302,119 $38.7M
Twele Capital Management, Inc. 7.90% Add +0.2% 293,401 $37.6M
Pinnacle Wealth Management Advisory Group, LLC 3.47% Add +2.1% 283,036 $36.3M
Sabal Trust CO 1.96% Reduce -2.2% 280,521 $36.0M
Corient Private Wealth LP 0.06% Add +3.7% 278,940 $35.8M
NewEdge Advisors, LLC 0.23% Reduce -1.3% 275,754 $35.4M
Zhang Financial LLC 2.22% Add +7.8% 274,419 $35.2M
Avantax Advisory Services, Inc. 0.23% Add +0.0% 273,235 $35.0M
Round Rock Advisors LLC 8.01% Add +1.2% 267,375 $34.3M
Heartwood Wealth Advisors LLC 3.74% Add +1.1% 263,606 $33.8M
Bell Bank 3.93% Reduce -62.6% 258,946 $33.2M
Keybank National Association 0.13% Reduce -2.1% 256,897 $32.9M
CVS HEALTH Corp 14.04% No change 252,032 $32.3M
Beacon Financial Group 3.51% Reduce -2.8% 251,412 $32.2M
Conservest Capital Advisors, Inc. 3.25% Add +20.1% 262,108 $31.7M
Iron Horse Wealth Management, LLC 10.75% Add +5.1% 245,198 $31.4M
Opus Capital Group, LLC 3.91% Reduce -12.6% 244,291 $31.3M
Sanctuary Advisors, LLC 0.20% Add +1.4% 234,055 $31.3M
Sei Investments Co. 0.04% Add +10.7% 242,074 $31.0M
Act Wealth Management, LLC 13.67% Add +1.6% 240,585 $30.8M
Focus Financial Network, Inc. 1.22% Reduce -0.2% 232,819 $29.8M
Human Investing LLC 5.39% Reduce -0.7% 232,313 $29.8M
Beacon Pointe Advisors, LLC 0.34% Reduce -1.9% 231,878 $29.7M
Mittelman Wealth Management 16.56% Add +162.1% 227,342 $29.1M
Rebalance, LLC 2.12% Reduce -1.1% 225,407 $28.9M
Wellington Management Group LLP 0.01% Add +19.1% 224,006 $28.7M
DAVENPORT & Co LLC 0.17% Add +5.0% 223,398 $28.6M
Buska Wealth Management, LLC 9.85% Add +19.4% 220,361 $28.3M
Berkeley Capital Partners, LLC 7.98% Add +4.2% 218,143 $28.0M
Venture Visionary Partners LLC 1.24% Add +0.5% 217,700 $27.9M
Financial Planning & Information Services, Inc. 3.79% Add +16.0% 214,569 $27.5M
United Services Automobile Association 0.70% Reduce -0.8% 214,175 $27.5M
DeDora Capital, Inc. 7.64% Add +0.9% 213,371 $27.4M
WASHINGTON TRUST Co 0.96% Reduce -3.9% 212,704 $27.3M
Regions Financial Corp. 0.20% Reduce -3.9% 211,894 $27.2M
Wolff Financial Management LLC 7.26% New 208,549 $26.7M
GSG Advisors LLC 8.71% Add +0.7% 206,023 $26.4M
Focused Wealth Management, Inc 3.54% Add +1.5% 205,097 $26.3M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.1% 204,969 $26.3M
Pacific Capital Wealth Advisors, Inc. 4.39% Reduce -0.4% 203,555 $26.1M
Comerica Bank 0.10% Add +10.9% 203,136 $26.0M
FMR LLC 0.00% Add +12.4% 201,446 $25.8M
New England Asset Management Inc. 4.18% Add +0.3% 200,050 $25.6M
Southern Farm Bureau Life Insurance 4.03% No change 200,033 $25.6M
FineMark National Bank & Trust 0.89% Reduce -1.4% 199,406 $25.6M
Roble, Belko & Company, Inc 4.00% Add +0.0% 197,932 $25.4M
Focus Partners Wealth 0.08% Reduce -42.3% 196,451 $25.2M
Arkos Global Advisors 3.65% Reduce -1.9% 196,305 $25.2M
IFG Advisory, LLC 1.60% Add +2.4% 195,620 $25.1M
Lido Advisors, LLC 0.19% Reduce -0.3% 195,428 $25.1M
US Bancorp \de 0.03% Reduce -13.2% 193,887 $24.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.76% Add +73.5% 192,767 $24.7M
Montis Financial, LLC 8.77% Reduce -6.4% 192,424 $24.7M
Graves Light Lenhart Wealth, Inc. 2.98% Reduce -15.8% 188,728 $24.2M
AE Wealth Management LLC 0.22% Reduce -4.0% 188,473 $24.2M
Oak Harvest Investment Services 3.43% Add +2.6% 185,818 $23.8M
Old National Bancorp 0.55% Reduce -3.3% 184,976 $23.7M
Townsquare Capital LLC 0.28% Reduce -2.5% 183,064 $23.5M
First Manhattan Co. Llc. 0.07% Reduce -2.7% 181,938 $23.3M
Integrated Wealth Concepts LLC 0.28% Reduce -0.1% 179,964 $23.1M
Valmark Advisers, Inc. 0.35% Add +3.9% 175,362 $22.5M
NorthCoast Asset Management LLC 0.16% Add +4879.6% 174,534 $22.1M
First National Trust Co 0.84% Add +40.2% 169,838 $21.8M
Forum Private Client Group LLC 9.66% Add +3.0% 169,702 $21.8M
Money Concepts Capital Corp. 1.64% Add +0.9% 169,070 $21.7M
First Hawaiian Bank 0.69% Reduce -2.8% 168,003 $21.5M
Envestnet Portfolio Solutions, Inc. 0.07% Add +1.6% 166,941 $21.4M
Measured Wealth Private Client Group, LLC 7.12% Add +27.0% 166,031 $21.3M
Avion Wealth 5.56% Add +0.3% 165,571 $21.2M
Piedmont Capital Management, LLC 12.75% Reduce -3.3% 160,622 $21.1M
CENTRAL TRUST Co 0.49% Reduce -2.3% 164,647 $21.1M
Bessemer Group Inc. 0.03% Add +17.8% 160,925 $20.6M
Keudell/Morrison Wealth Management 5.59% Add +0.5% 160,744 $20.6M
Essex Financial Services, Inc. 1.48% Reduce -6.2% 157,928 $20.6M
Commerce Bank 0.13% Reduce -0.9% 159,418 $20.4M
Northern Trust Corp. 0.00% Add +16.6% 158,762 $20.4M
Salomon & Ludwin, LLC 2.07% Reduce -6.6% 158,562 $20.3M
Dagco, Inc. 8.22% Add +0.4% 156,262 $20.0M
Annandale Capital, LLC 3.92% Add +1.5% 153,013 $19.6M
Investment Advisory Group, LLC 6.77% Add +10.3% 152,093 $19.5M
Mutual Advisors, LLC 0.57% Reduce -0.9% 149,393 $19.3M
Exencial Wealth Advisors, LLC 0.69% Add +0.5% 148,554 $19.0M
Concurrent Investment Advisors, LLC 0.56% Reduce -4.3% 148,450 $19.0M
Baker Ellis Asset Management LLC 2.69% Reduce -2.4% 148,448 $19.0M
Executive Wealth Management, LLC 1.46% New 145,415 $18.6M
Ariston Services Group 16.08% No change 144,073 $18.5M
Wealthspire Advisors, LLC 0.19% Add +0.8% 143,539 $18.4M
Blair William & Co. 0.05% Add +1.4% 143,256 $18.4M
Nations Financial Group Inc, /Ia/ 1.32% Reduce -0.7% 141,842 $18.2M
Select Asset Management & Trust 6.60% Add +2.4% 139,714 $17.9M
Northside Capital Management, LLC 2.77% No change 138,253 $17.7M
Integrated Advisors Network LLC 0.85% Reduce -13.2% 137,707 $17.7M
Cresset Asset Management, LLC 0.07% Add +5.1% 137,250 $17.6M
Wealth Dimensions Group, Ltd. 4.45% Add +4.2% 137,110 $17.6M
Benchmark Wealth Management, LLC 8.67% Reduce -43.6% 136,886 $17.5M
Westside Investment Management, Inc. 3.73% Add +6.2% 137,257 $17.5M
Francis Financial, Inc. 4.63% Reduce -5.3% 136,526 $17.5M
Financial Perspectives, Inc 6.04% Add +1.1% 135,896 $17.4M
StoneX Group Inc. 1.26% Add +12.2% 134,658 $17.3M
Hardy Reed LLC 1.54% Reduce -0.9% 134,283 $17.2M
Drucker Wealth 3.0, LLC 4.13% Reduce -6.3% 134,192 $17.2M
Fiduciary Trust Co 0.24% Add +1.5% 131,517 $16.9M
Principle Wealth Partners LLC 1.19% Reduce -2.4% 131,289 $16.8M
LBMC Investment Advisors, LLC 1.33% Add +10.9% 131,262 $16.8M
Trustmark Bank Trust Department 1.26% No change 130,550 $16.7M
Angeles Investment Advisors, LLC 0.85% No change 130,200 $16.7M
Unison Advisors LLC 1.99% Reduce -0.1% 128,786 $16.5M
Merit Financial Group, LLC 0.36% Reduce -12.0% 126,839 $16.3M
Long Run Wealth Advisors, LLC 3.76% Reduce -0.0% 124,737 $16.0M
Paragon Financial Partners, Inc. 11.58% Reduce -1.8% 123,334 $15.8M
Performance Wealth Partners, LLC 0.54% Reduce -32.8% 122,815 $15.7M
Transcend Capital Advisors, LLC 1.05% Add +0.6% 122,660 $15.7M
First Horizon Advisors, Inc. 0.44% Reduce -1.6% 122,579 $15.7M
Patriot Investment Management Group, Inc. 1.15% Reduce -0.2% 121,655 $15.6M
Procyon Advisors, LLC 1.07% Add +0.7% 121,068 $15.5M
SlateStone Wealth, LLC 1.38% Add +7.4% 119,813 $15.4M
Bernardo Wealth Planning LLC 3.68% Add +0.2% 115,422 $15.2M
Private Advisory Group LLC 1.91% Add +5.3% 118,036 $15.1M
Employees' Retirement Fund of the City of Fort Worth 6.87% No change 117,403 $15.1M
Pinnacle Financial Partners Inc 0.30% Reduce -14.1% 117,206 $15.0M
Citigroup Inc. 0.01% Add +13.1% 116,959 $15.0M
PFG Advisors 0.92% Reduce -10.4% 113,939 $14.6M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 113,133 $14.5M
Headinvest, LLC 2.66% Reduce -0.6% 112,259 $14.4M
TBH Global Asset Management, LLC 3.14% Reduce -13.2% 112,202 $14.4M
Wealthcare Advisory Partners LLC 0.41% Reduce -8.7% 112,136 $14.4M
Ballast, Inc. 4.06% Add +2.1% 111,719 $14.3M
Rockefeller Capital Management L.P. 0.04% Reduce -0.9% 111,128 $14.2M
Peapack Gladstone Financial Corp. 0.20% Add +5.7% 110,031 $14.1M
Steele Capital Management, Inc. 0.73% Add +4.7% 109,299 $14.0M
Capital Advisors Wealth Management, LLC 2.54% Add +0.3% 107,382 $13.8M
McNaughton Wealth Management, LLC 6.68% Add +1.5% 106,971 $13.7M
Bryn Mawr Trust Advisors, LLC 0.74% Add +6.1% 106,484 $13.7M
Advisory Services Network, LLC 0.28% No change 114,806 $13.6M
Composition Wealth, LLC 0.31% Reduce -0.9% 104,603 $13.4M
Asset Allocation & Management Company, LLC 8.30% Reduce -11.2% 102,990 $13.2M
Howard Wealth Management, LLC 7.64% Add +1.2% 102,414 $13.1M
Apeiron RIA LLC 3.74% Reduce -2.4% 101,729 $13.0M
Clearstead Advisors, LLC 0.20% Add +1.9% 98,735 $12.7M
Bordeaux Wealth Advisors LLC 2.29% Add +0.2% 98,614 $12.6M
Ameritas Advisory Services, LLC 0.54% Reduce -11.3% 98,442 $12.6M
CreativeOne Wealth, LLC 0.43% Add +2.1% 98,287 $12.6M
Deutsche Bank AG 0.01% Reduce -13.6% 97,603 $12.5M
Hancock Whitney Corp. 0.40% Reduce -2.2% 97,535 $12.5M
Nwam LLC 0.76% New 96,932 $12.4M
Stokes Family Office, LLC 1.36% Add +0.2% 96,874 $12.4M
High Net Worth Advisory Group LLC 3.46% Add +1.9% 96,768 $12.4M
Cherry Tree Wealth Management, LLC 2.91% Reduce -3.0% 95,602 $12.3M
Linscomb Wealth, Inc. 0.61% Reduce -2.6% 95,343 $12.2M
Insight Wealth Strategies, LLC 1.59% New 94,229 $12.1M
Pointe Capital Management LLC 7.02% Reduce -1.4% 93,906 $12.0M
Natixis Advisors, LLC 0.02% Add +5.7% 93,288 $12.0M
EPG Wealth Management LLC 2.95% Add +0.0% 91,224 $11.7M
Evermay Wealth Management LLC 1.87% Reduce -2.6% 90,959 $11.7M
Asset Allocation Strategies LLC 3.31% Reduce -1.6% 90,693 $11.6M
Arthur M. Cohen & Associates, LLC 2.09% Add +2.6% 90,641 $11.6M
Synovus Financial Corp. 0.13% Add +94.4% 88,365 $11.3M
Capstone Wealth Management Group, LLC 6.69% Reduce -0.3% 88,145 $11.3M
IFP Advisors, Inc 0.41% Add +2.0% 88,033 $11.3M
Prentice Wealth Management LLC 3.28% Add +3.6% 86,052 $11.0M
Chelsea Counsel Co. 5.41% No change 85,650 $11.0M
CIBC Private Wealth Group LLC 0.02% Add +5.1% 84,776 $10.9M
Stonebridge Capital Advisors LLC 0.88% Add +6.1% 84,403 $10.8M
Kestra Private Wealth Services, LLC 0.20% Add +16.3% 83,910 $10.8M
Certified Advisory Corp 1.19% Add +3.2% 83,812 $10.7M
Global Wealth Management Investment Advisory, Inc. 2.31% Add +3.5% 83,589 $10.7M
Associated Banc-Corp 0.31% Reduce -11.7% 82,993 $10.6M
Ieq Capital, LLC 0.13% Add +1.6% 82,833 $10.6M
Sigma Investment Counselors Inc. 0.62% Reduce -0.8% 82,801 $10.6M
Summit Wealth Partners, LLC 2.04% Reduce -0.9% 82,664 $10.6M
Seneca Financial Advisors LLC 5.09% Add +4.7% 81,555 $10.5M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -5.5% 81,401 $10.4M
United Capital Financial Advisors, LLC 0.09% Add +2.0% 80,725 $10.3M
Romano Brothers and Company 1.28% Reduce -1.4% 80,135 $10.3M
SWAN Capital LLC 5.04% Add +29.4% 79,939 $10.2M
Granite FO LLC 5.71% Reduce -1.8% 78,743 $10.1M
Stephens Inc. 0.14% Add +1.7% 78,109 $10.0M
Penney Financial, LLC 6.78% Reduce -0.3% 77,487 $9.9M
Pettinga Financial Advisors LLC 2.34% Add +2.3% 77,107 $9.9M
Strategic Family Wealth Counselors, L.L.C. 3.40% Add +6.8% 75,897 $9.7M
Paradigm Capital Management, LLC 9.41% — 75,867 $9.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +0.7% 75,548 $9.7M
Pinnacle Financial Group, LLC / IL 3.74% Add +5.6% 74,403 $9.5M
Yarger Wealth Strategies, LLC 5.27% Add +4.3% 74,281 $9.5M
Pps&v Asset Management Consultants, Inc. 6.53% Reduce -0.8% 74,245 $9.5M
Baron Silver Stevens Financial Advisors, LLC 1.65% Add +0.3% 73,594 $9.4M
Woodmont Investment Counsel LLC 0.71% Reduce -0.6% 73,449 $9.4M
Brown Advisory Inc. 0.01% Reduce -6.1% 72,880 $9.3M
waypoint wealth counsel 6.33% Add +1.2% 72,842 $9.3M
&partners 0.18% Add +60.2% 72,689 $9.3M
Crescent Grove Advisors, LLC 0.95% Reduce -0.6% 72,421 $9.3M
AMG National Trust Bank 0.25% Reduce -0.4% 72,321 $9.3M
Country Club Bank 0.62% Reduce -6.5% 72,440 $9.3M
Octavia Wealth Advisors, LLC 1.13% Add +1.6% 71,819 $9.2M
Sonata Capital Group Inc. 3.86% Reduce -3.8% 71,235 $9.1M
PFG Private Wealth Management, LLC 5.29% Reduce -30.8% 71,117 $9.1M
Iron Gate Global Advisors LLC 1.27% Add +9.0% 70,996 $9.1M
Brookstone Capital Management 0.13% Add +5.5% 70,795 $9.1M
Milestone Investment Advisors LLC 2.52% Add +0.8% 70,286 $9.0M
Sterling Financial Planning, Inc. 3.28% Add +1.4% 69,394 $8.9M
Accretive Wealth Partners, LLC 3.71% Reduce -2.4% 69,207 $8.9M
Robertson Stephens Wealth Management, LLC 0.33% Add +3926.6% 68,936 $8.8M
Avior Wealth Management, LLC 0.35% Reduce -4.8% 67,987 $8.7M
HBW Advisory Services LLC 1.27% Reduce -0.5% 67,795 $8.7M
Evergreen Wealth Management, LLC 5.23% Add +1.9% 67,746 $8.7M
Cascade Financial Partners, LLC 1.09% Add +1.6% 66,635 $8.7M
Avantax Planning Partners, Inc. 0.31% Reduce -0.2% 67,584 $8.7M
Raab & Moskowitz Asset Management LLC 2.19% Add +8.5% 67,499 $8.7M
Rollins Financial Advisors, LLC 1.43% Add +12.7% 67,246 $8.6M
Elevation Point Wealth Partners, LLC 0.82% Reduce -0.7% 66,893 $8.6M
Flagship Harbor Advisors, LLC 0.47% Reduce -0.3% 66,549 $8.5M
Arax Advisory Partners 0.76% Add +0.8% 66,452 $8.5M
Evergreen Capital Management LLC 0.29% Reduce -35.8% 66,326 $8.5M
Matrix Asset Advisors Inc. 0.94% Add +9.2% 65,726 $8.4M
EP Wealth Advisors, LLC 0.07% Add +13.7% 65,557 $8.4M
Summit Financial, LLC 0.33% Add +3.7% 65,517 $8.4M
Howe & Rusling Inc. 0.72% Add +13.8% 65,382 $8.4M
Darrow Company, Inc. 4.87% Add +0.4% 65,361 $8.4M
BIP Wealth, LLC 0.57% Add +11.5% 65,092 $8.3M
Capital Analysts, LLC 0.34% Add +1.1% 65,054 $8.3M
HB Wealth Management, LLC 0.09% Add +7.1% 65,021 $8.3M
Means Investment Co., Inc. 0.92% Reduce -1.9% 64,660 $8.3M
Williams Jones Wealth Management, LLC. 0.10% Add +0.6% 64,397 $8.3M
GW Henssler & Associates Ltd. 0.47% Add +11.7% 64,264 $8.2M
Quadcap Wealth Management, LLC 1.29% Reduce -1.9% 64,136 $8.2M
180 Wealth Advisors, LLC 1.29% Add +1.3% 64,086 $8.2M
Park Avenue Securities LLC 0.09% Add +2.5% 64,062 $8.2M
Aptus Capital Advisors, LLC 0.12% Add +1052.6% 63,833 $8.2M
Thrivent Financial for Lutherans 0.02% Reduce -20.6% 63,665 $8.2M
Axiom Advisory, LLC 0.08% Add +2.4% 66,019 $8.2M
Agilis Partners LLC 2.28% Reduce -1.4% 63,521 $8.1M
Leelyn Smith, LLC 1.46% Add +2.0% 63,296 $8.1M
Penserra Capital Management LLC 0.18% Reduce -38.5% 63,285 $8.1M
Quaker Wealth Management, LLC 2.95% — 62,803 $8.1M
XML Financial, LLC 0.74% Add +1.2% 62,320 $8.0M
Quest Investment Management LLC 0.93% Add +7.9% 62,058 $8.0M
Vestmark Advisory Solutions, Inc. 0.30% Reduce -1.9% 62,003 $7.9M
Sage Financial Management Group, Inc. 3.05% New 61,337 $7.9M
Sound View Wealth Advisors Group, LLC 0.63% Add +17.7% 60,529 $7.8M
RDA Financial Network 2.40% Add +0.8% 60,281 $7.7M
Whittier Trust Co. 0.10% Reduce -2.2% 59,985 $7.7M
Gunma Bank,Ltd. 3.17% New 59,981 $7.7M
Raymond James Trust N.A. 0.17% Add +5.5% 59,790 $7.7M
Tilson Financial Group, Inc. 3.32% New 59,733 $7.7M
Bremer Bank National Association 1.44% Add +316.2% 59,633 $7.6M
Armor Investment Advisors, LLC 3.16% Reduce -0.0% 59,544 $7.6M
Atria Investments, Inc 0.09% Reduce -4.6% 58,977 $7.6M
JFS Wealth Advisors, LLC 0.51% Add +0.4% 58,932 $7.6M
Choreo, LLC 0.11% Reduce -0.4% 59,052 $7.6M
Sunburst Financial Group, LLC 1.91% Reduce -12.6% 58,804 $7.5M
Eagle Strategies LLC 1.36% Add +17.2% 58,694 $7.5M
Montz Harcus Wealth Management LLC 4.37% Add +0.7% 58,398 $7.5M
Independent Financial Group, LLC 0.28% Reduce -5.1% 58,344 $7.5M
Davidson Investment Advisors 0.36% New 58,289 $7.5M
Spreng Capital Management, Inc. 3.53% Add +77.0% 57,540 $7.4M
Stillwater Capital Advisors, LLC 0.94% Add +1.0% 56,781 $7.3M
Manning & Napier Advisors LLC 0.08% Add +4.3% 56,697 $7.3M
Blackston Financial Advisory Group, LLC 3.76% Add +0.8% 56,660 $7.3M
Custos Family Office, LLC 2.56% Add +0.1% 55,188 $7.1M
Walled Lake Planning & Wealth Management, LLC 2.65% Add +0.5% 55,032 $7.1M
Evanson Asset Management, LLC 0.50% Add +0.4% 54,823 $7.0M
Etfidea, LLC 2.22% No change 54,668 $7.0M
WealthBridge Capital Management, LLC 1.99% Add +3.1% 54,161 $6.9M
Sage Rhino Capital LLC 1.53% Reduce -1.4% 53,910 $6.9M
Mission Wealth Management, LP 0.17% Reduce -4.0% 53,755 $6.9M
Oxler Private Wealth LLC 2.39% Reduce -0.5% 53,556 $6.9M
Harbour Investments, Inc. 0.20% Add +11.7% 52,915 $6.8M
Rooted Wealth Advisors, Inc. 3.01% Add +12.2% 52,839 $6.8M
AA Financial Advisors, LLC 1.95% Add +24.2% 52,610 $6.7M
Cwm, LLC 0.03% Add +1.9% 52,327 $6.7M
Destiny Wealth Partners, LLC 1.17% Reduce -2.4% 52,184 $6.7M
Global Retirement Partners, LLC 0.20% Reduce -2.7% 52,135 $6.7M
Global Strategic Investment Solutions, LLC 0.78% Reduce -2.7% 52,050 $6.7M
Modera Wealth Management, LLC 0.08% Reduce -2.9% 51,772 $6.6M
Kingsview Wealth Management, LLC 0.14% Add +16.1% 51,175 $6.6M
Dynamic Advisor Solutions LLC 0.20% Reduce -3.5% 50,788 $6.5M
Glen Eagle Advisors, LLC 1.10% Reduce -5.5% 50,785 $6.5M
Ranch Capital Advisors Inc. 3.03% Add +9.1% 50,140 $6.4M
Prime Capital Investment Advisors, LLC 0.09% Reduce -2.5% 50,121 $6.4M
Guardian Financial Partners, LLC 4.00% Add +5.8% 49,926 $6.4M
GeoWealth Management, LLC 0.23% Add +1186.9% 49,727 $6.4M
Chaney Capital Management, Inc. 3.56% Reduce -7.0% 49,518 $6.3M
City State Bank 2.30% Add +3.7% 49,282 $6.3M
Goldstone Financial Group, LLC 1.10% Add +8.2% 49,194 $6.3M
Dodds Wealth, LLC 2.09% Reduce -6.6% 48,683 $6.3M
Jmac Enterprises LLC 1.00% Add +4.6% 48,660 $6.2M
Western Pacific Wealth Management, LP 4.11% Add +0.4% 48,241 $6.2M
GC Wealth Management RIA, LLC 1.08% Reduce -3.7% 48,196 $6.2M
Parallel Advisors, LLC 0.15% Reduce -7.5% 48,068 $6.2M
Agf Management Ltd. 0.03% Reduce -0.5% 47,805 $6.1M
Allen Capital Group, LLC 0.78% Add +1.2% 47,780 $6.1M
Concourse Financial Group Securities, Inc. 0.36% Reduce -0.3% 47,438 $6.1M
Clear Harbor Asset Management, LLC 0.50% Reduce -0.7% 46,923 $6.0M
Caprock Group, LLC 0.22% Reduce -2.7% 46,798 $6.0M
Union Savings Bank 2.91% Reduce -6.1% 46,341 $5.9M
Dorsey & Whitney Trust CO LLC 0.31% Add +0.9% 46,061 $5.9M
Dumont & Blake Investment Advisors LLC 1.57% Reduce -50.0% 45,925 $5.9M
Tritonpoint Wealth, LLC 0.54% No change 45,975 $5.9M
Investors Research Corp 1.28% Add +5.1% 45,796 $5.9M
First PREMIER Bank 1.46% Reduce -11.2% 45,755 $5.9M
Biltmore Family Office, LLC 1.00% Reduce -0.4% 45,522 $5.8M
Talisman Wealth Advisors LLC 6.13% Add +0.4% 45,590 $5.8M
Stock Yards Bank & Trust Co. 0.19% Add +0.1% 45,175 $5.8M
Accel Wealth Management 2.16% Reduce -0.9% 45,168 $5.8M
Cypress Wealth Services, LLC 1.19% Reduce -3.6% 45,080 $5.8M
PFG Investments, LLC 0.37% Reduce -26.0% 44,958 $5.8M
MidAtlantic Capital Management, Inc. 4.17% Add +0.3% 44,493 $5.7M
Busey Bank 0.19% Reduce -8.1% 44,466 $5.7M
Wealth Management Associates, Inc. 2.45% Add +0.1% 43,381 $5.6M
OneDigital Investment Advisors LLC 0.06% Reduce -1.6% 42,825 $5.5M
Walter & Keenan Wealth Management LLC /in/ 1.67% Add +0.6% 42,755 $5.5M
Verity & Verity, LLC 0.54% Add +0.2% 42,648 $5.5M
Childress Capital Advisors, LLC 1.44% New 41,608 $5.3M
Daiichi Life Insurance Co., Ltd. 0.13% Reduce -29.9% 41,107 $5.3M
West Bancorporation Inc. 3.51% Reduce -1.9% 41,047 $5.3M
Principal Securities, Inc. 0.13% Reduce -3.6% 40,923 $5.2M
Uptick Partners, LLC 2.22% Add +269.0% 40,872 $5.2M
Sowell Financial Services LLC 0.24% Reduce -5.4% 40,468 $5.2M
Arcataur Capital Management LLC 1.75% Reduce -0.3% 40,431 $5.2M
Telos Capital Management, Inc. 0.54% Reduce -1.1% 40,395 $5.2M
Hofer & Associates. Inc 3.56% Add +0.5% 40,208 $5.2M
FFG Retirement Advisors LLC 3.34% Reduce -0.6% 40,050 $5.1M
CoreFirst Bank & Trust 2.96% Reduce -5.1% 39,927 $5.1M
Thrive Capital Management, LLC 2.37% Reduce -23.2% 39,283 $5.0M
Creative Financial Designs Inc. 0.42% Add +12.0% 39,255 $5.0M
Cary Street Partners Investment Advisory LLC 0.18% Add +6.5% 39,111 $5.0M
Wealthspan Partners, LLC 2.45% Add +3.9% 38,753 $5.0M
Haverford Trust Co 0.05% Add +0.2% 38,730 $5.0M
CoreCap Advisors, LLC 0.23% New 38,653 $5.0M
Sigma Planning Corp 0.15% Add +0.1% 38,576 $4.9M
CVA Family Office, LLC 0.80% Add +2.0% 38,571 $4.9M
Level Four Advisory Services, LLC 0.21% Reduce -1.9% 38,627 $4.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.42% Add +264.3% 38,313 $4.9M
Semmax Financial Advisors Inc. 1.35% Add +3.2% 37,266 $4.9M
Breakwater Investment Management 2.01% Reduce -12.9% 37,564 $4.8M
Consolidated Portfolio Review Corp 1.07% Add +1.1% 37,428 $4.8M
Covington Investment Advisors Inc. 0.72% Add +1.1% 37,171 $4.8M
Personal Cfo Solutions, LLC 0.66% Add +0.1% 37,068 $4.8M
McGlone Suttner Wealth Management, Inc. 0.98% Reduce -19.2% 36,805 $4.7M
Highland Financial Advisors, LLC 1.67% Reduce -62.8% 36,723 $4.7M
Sweeney & Michel, LLC 1.84% Reduce -1.3% 35,598 $4.7M
Foundations Investment Advisors, LLC 0.10% Reduce -5.0% 36,128 $4.6M
tru Independence LLC 1.35% Reduce -1.0% 35,845 $4.6M
Rockland Trust Co. 0.23% Reduce -0.9% 35,818 $4.6M
Rosenberg Matthew Hamilton 1.20% Reduce -4.7% 35,813 $4.6M
MSH Capital Advisors LLC 1.40% Add +6.4% 35,728 $4.6M
Wilmington Savings Fund Society, FSB 0.08% Add +880.1% 35,527 $4.6M
Wealthspire Retirement, LLC 0.37% Reduce -3.3% 35,245 $4.5M
NORTHSTAR ASSET MANAGEMENT Co 1.03% Add +0.7% 35,185 $4.5M
Lane & Associates LLC 2.45% Add +9.9% 35,080 $4.5M
Brown Brothers Harriman & Co. 0.03% Add +379.9% 35,032 $4.5M
Curran Financial Partners, LLC 1.27% Add +2.6% 34,978 $4.5M
SageView Advisory Group, LLC 0.23% Reduce -3.8% 34,926 $4.5M
Mill Creek Capital Advisors, LLC 0.11% Reduce -20.6% 34,724 $4.5M
Ironsides Asset Advisors, LLC 1.28% Reduce -2.9% 34,424 $4.4M
J.W. Cole Advisors, Inc. 0.18% Reduce -0.3% 34,355 $4.4M
Embree Financial Group 0.78% Reduce -1.4% 34,321 $4.4M
Sovereign Financial Group, Inc. 1.02% Add +8.9% 34,122 $4.4M
Everett Harris & Co. 0.05% Reduce -0.9% 34,116 $4.4M
SWS Partners 1.38% Reduce -0.5% 33,849 $4.3M
Ritholtz Wealth Management 0.13% Reduce -10.7% 33,827 $4.3M
Hanover Advisors Inc. 1.81% Reduce -1.7% 33,598 $4.3M
Apollon Wealth Management, LLC 0.12% Add +1.4% 33,291 $4.3M
Kohmann Bosshard Financial Services, LLC 0.53% No change 33,193 $4.3M
Geneos Wealth Management Inc. 0.16% Reduce -3.4% 32,837 $4.2M
Wealth Management Partners, LLC 1.94% Reduce -3.9% 32,613 $4.2M
Advisors Capital Management, LLC 0.07% Reduce -2.5% 32,556 $4.2M
Phoenix Financial Ltd. 0.06% Reduce -22.6% 32,274 $4.1M
CORDA Investment Management, LLC. 0.32% Reduce -3.0% 32,014 $4.1M
PAX Financial Group, LLC 0.73% Reduce -3.3% 31,967 $4.1M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -7.2% 31,968 $4.1M
Stuart Chaussee & Associates, Inc. 1.07% Reduce -2.7% 31,857 $4.1M
Kapstone Financial Advisors LLC 2.46% Reduce -1.4% 31,812 $4.1M
Onyx Bridge Wealth Group LLC 0.61% Add +27.5% 31,441 $4.0M
Capital Investment Advisory Services, LLC 0.38% Add +2.5% 31,190 $4.0M
Benjamin Edwards Inc. 0.06% New 31,180 $4.0M
Focus Partners Advisor Solutions, LLC 0.08% Add +4.1% 31,142 $4.0M
Bridgewealth Advisory Group, LLC 1.45% Add +4.0% 31,135 $4.0M
Lake Street Advisors Group, LLC 0.18% Reduce -6.0% 31,134 $4.0M
MAI Capital Management 0.04% Add +3.6% 30,968 $4.0M
Quantum Capital Management, LLC / NJ 0.41% Reduce -0.4% 30,901 $4.0M
Prospera Financial Services Inc 0.10% Add +1.0% 30,636 $3.9M
Petix & Botte Co 1.05% Reduce -0.4% 30,692 $3.9M
New Century Financial Group, LLC 1.44% Add +2.5% 30,623 $3.9M
LifeSteps Financial, Inc. 3.06% Reduce -1.1% 30,535 $3.9M
Donaldson Capital Management, LLC 0.15% Reduce -4.7% 30,508 $3.9M
Macquarie Group Ltd. 0.00% Reduce -9.6% 30,484 $3.9M
Burns J W & Co. Inc. 0.51% Add +0.2% 30,422 $3.9M
Bantamac Capital, LLC 1.87% Reduce -16.3% 30,271 $3.9M
Carmichael Hill & Associates, Inc. 1.43% Add +1.1% 30,196 $3.9M
Cannon Wealth Management Services, LLC 3.51% — 29,962 $3.8M
Parkside Financial Bank & Trust 0.54% Add +7.5% 29,951 $3.8M
IHT Wealth Management, LLC 0.11% Add +17.1% 29,959 $3.8M
Fiduciary Group, LLC 0.39% Add +98.5% 29,769 $3.8M
Ally Invest Advisors Inc. 0.34% Reduce -3.9% 29,739 $3.8M
Armstrong Advisory Group, Inc. 0.31% Add +11.3% 29,601 $3.8M
Ayalon Insurance Comp Ltd. 1.18% Reduce -0.2% 29,545 $3.8M
Cornell Pochily Investment Advisors, Inc. 1.31% Add +0.4% 29,429 $3.8M
Trinity Financial Advisors LLC 1.68% Reduce -10.3% 48,764 $3.8M
R. W. Roge & Company, Inc. 2.00% Reduce -6.0% 29,269 $3.8M
Simon Quick Advisors, LLC 0.24% Add +0.1% 29,055 $3.7M
Pacific Center for Financial Services 0.98% Add +8.6% 28,961 $3.7M
Ausdal Financial Partners, Inc. 0.38% Reduce -4.2% 28,820 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Add +7.0% 28,143 $3.7M
Cornerstone Advisors Asset Management, LLC 0.81% Add +5.2% 28,747 $3.7M
Orion Capital Management LLC 1.78% Reduce -3.3% 28,575 $3.7M
Atticus Wealth Management, LLC 1.17% Add +1.7% 28,539 $3.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -10.0% 28,389 $3.6M
Orion Portfolio Solutions, LLC 0.04% Reduce -10.0% 28,389 $3.6M
Daymark Wealth Partners, LLC 0.15% Reduce -9.9% 28,332 $3.6M
Culbertson A N & Co. Inc. 0.58% Add +0.5% 28,273 $3.6M
Flagstar Securities, Inc. 0.92% Reduce -7.1% 28,249 $3.6M
Bangor Savings Bank 0.34% Reduce -2.8% 28,238 $3.6M
Financial Advocates Investment Management 0.20% Reduce -3.3% 28,071 $3.6M
Savant Capital, LLC 0.03% Add +50.8% 28,043 $3.6M
Oxinas Partners, LLC 2.20% Add +10.1% 28,033 $3.6M
Richard C. Young & CO., LTD. 0.39% Add +1.7% 28,020 $3.6M
Hayek Kallen Investment Management 1.26% Add +218.6% 60,362 $3.6M
Voya Financial Advisors, Inc. 0.38% Add +1.3% 27,595 $3.5M
Trust Co 0.42% Add +1.7% 27,469 $3.5M
Triangle Securities Wealth Management 0.91% Reduce -2.0% 27,346 $3.5M
Trust Co. of Vermont 0.17% Add +19.1% 27,180 $3.5M
AdvisorNet Financial, Inc 0.26% Add +36.8% 27,119 $3.5M
Lion Street Advisors, LLC 1.21% Reduce -7.4% 27,077 $3.5M
Verdence Capital Advisors LLC 0.28% Add +1.4% 26,968 $3.5M
Delta Financial Advisors LLC 1.25% Add +5.3% 26,942 $3.5M
Strengthening Families & Communities, LLC 0.87% Add +2.4% 26,600 $3.4M
RFG Advisory, LLC 0.10% Add +26.5% 26,534 $3.4M
Perigon Wealth Management, LLC 0.09% New 26,524 $3.4M
Blue Barn Wealth, LLC 1.74% Reduce -0.6% 26,452 $3.4M
Silverlake Wealth Management LLC 1.30% Add +1.8% 26,387 $3.4M
Wells Financial Advisors INC 4.56% Reduce -43.4% 26,341 $3.4M
Advisor OS, LLC 0.33% Add +0.2% 25,991 $3.3M
Lowe Wealth Advisors, LLC 1.43% Add +5.3% 25,841 $3.3M
Financial Counselors Inc. 0.05% Add +1.2% 25,835 $3.3M
Parsons Capital Management Inc. 0.21% Reduce -11.8% 25,769 $3.3M
Legacy Advisors, LLC 0.36% No change 25,748 $3.3M
Signet Financial Management, LLC 0.42% Reduce -2.2% 25,716 $3.3M
Choate Investment Advisors 0.08% Add +7.6% 25,704 $3.3M
Montecito Bank & Trust 0.56% Reduce -0.4% 25,629 $3.3M
Royal Fund Management, LLC 0.23% Add +108.8% 25,444 $3.3M
Mainsail Asset Management, LLC 2.43% Add +0.2% 25,560 $3.3M
Founders Financial Alliance, LLC 0.91% Reduce -1.9% 25,554 $3.3M
Old Port Advisors 0.91% Reduce -5.6% 25,490 $3.3M
Renaissance Technologies 0.00% New 25,363 $3.3M
Tiaa Trust, National Association 0.01% Reduce -3.1% 25,292 $3.2M
New Covenant Trust Company, N.A. 3.10% Reduce -0.1% 25,055 $3.2M
Davidson Trust Co. 1.64% Add +28.4% 24,895 $3.2M
Guyasuta Investment Advisors Inc. 0.20% Reduce -20.8% 24,868 $3.2M
Cambridge Capital Management, LLC 2.09% Add +0.3% 24,720 $3.2M
MJP Associates Inc. 0.60% Add +0.6% 24,708 $3.2M
Mechanics Bank Trust Department 0.42% Add +1.1% 24,660 $3.2M
Pekin Hardy Strauss, Inc. 0.40% Add +1.3% 24,514 $3.1M
Simplicity Wealth,LLC 0.29% Reduce -6.7% 24,418 $3.1M
Jane Street Group, LLC 0.01% New 24,347 $3.1M
EverSource Wealth Advisors, LLC 0.20% Reduce -1.8% 24,185 $3.1M
German American Bancorp, Inc. 0.33% Add +1.3% 24,121 $3.1M
Bowman & Co S.C. 1.63% Add +0.8% 24,048 $3.1M
FRG Family Wealth Advisors LLC 0.55% Reduce -0.9% 24,021 $3.1M
Sapient Capital LLC 0.06% Reduce -0.3% 23,968 $3.1M
Prudential Financial Inc. 0.00% Add +0.1% 23,901 $3.1M
Manchester Capital Management LLC 0.36% Reduce -4.9% 23,780 $3.0M
Archford Capital Strategies, LLC 0.46% Add +1.4% 23,238 $3.0M
Wedmont Private Capital 0.17% Add +8.9% 23,763 $3.0M
Forza Wealth Management, LLC 1.39% Add +1.3% 23,638 $3.0M
Stratos Wealth Advisors, LLC 0.14% Add +13.1% 23,577 $3.0M
Snowden Capital Advisors LLC 0.09% Add +6.5% 23,511 $3.0M
Advisor Resource Council 1.35% Add +32.6% 23,212 $3.0M
Keystone Financial Planning, Inc. 0.90% Reduce -7.5% 23,133 $3.0M
World Investment Advisors 0.09% Add +451.3% 22,939 $2.9M
Schroder Investment Management Group 0.00% Add +100.5% 22,914 $2.9M
Graypoint LLC 0.19% Add +1.2% 22,789 $2.9M
Meridian Wealth Management, LLC 0.14% New 22,638 $2.9M
Warner Financial, Inc. 1.29% Add +2.6% 22,632 $2.9M
Avidian Wealth Enterprises, LLC 0.13% Add +0.2% 22,506 $2.9M
Seneca House Advisors 1.21% Add +7.2% 22,443 $2.9M
StrongBox Wealth, LLC 1.23% Add +3.1% 22,311 $2.9M
Saxon Interests, Inc. 1.29% Add +6.5% 22,101 $2.8M
Panoramic Investment Advisors, LLC 1.95% — 22,053 $2.8M
Signature Estate & Investment Advisors LLC 0.07% Reduce -3.2% 22,047 $2.8M
1900 Wealth Management LLC 0.24% Add +0.2% 22,028 $2.8M
Platform Technology Partners 0.89% No change 21,996 $2.8M
Integrity Wealth Solutions LLC 1.62% Add +7.6% 21,611 $2.8M
Diversified Portfolios, Inc. 0.29% No change 21,596 $2.8M
Intellectus Partners, LLC 0.70% Reduce -0.2% 21,350 $2.7M
Connecticut Wealth Management, LLC 0.13% Reduce -4.6% 21,342 $2.7M
Burke & Herbert Bank & Trust Co. 0.64% Add +10.3% 21,341 $2.7M
Alpha Cubed Investments, LLC 0.12% Add +22.0% 21,282 $2.7M
Prudent Man Advisors, LLC 0.91% Reduce -1.0% 21,280 $2.7M
Scotia Capital Inc. 0.01% Add +31.4% 20,970 $2.7M
Western Wealth Management, LLC 0.15% Add +4.0% 20,815 $2.7M
Citizens National Bank Trust Department 0.56% Add +1.1% 20,731 $2.7M
Compass Ion Advisors, LLC 0.32% Add +20.4% 20,694 $2.7M
Northstar Group, Inc. 0.48% Add +9.7% 20,558 $2.6M
U.S. Capital Wealth Advisors, LLC 0.09% Add +3.5% 20,542 $2.6M
Whittier Trust Co. of Nevada Inc. 0.07% Add +0.1% 20,409 $2.6M
Rwa Wealth Partners, LLC 0.03% Reduce -0.6% 20,293 $2.6M
Private Portfolio Partners LLC 0.49% New 20,242 $2.6M
Cozad Asset Management Inc. 0.25% Add +4.1% 20,188 $2.6M
Confluence Wealth Services, Inc. 0.19% Reduce -8.4% 20,173 $2.6M
Eukles Asset Management 1.04% Reduce -3.7% 20,125 $2.6M
Betterment LLC 0.01% Add +5.4% 20,045 $2.6M
Mount Lucas Management LP 0.87% Add +0.7% 19,970 $2.6M
GTS Securities LLC 0.05% Add +584.5% 19,934 $2.6M
Thoroughbred Financial Services, LLC 0.16% Reduce -0.3% 19,921 $2.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.8% 19,851 $2.5M
TRUE Private Wealth Advisors 0.30% Reduce -2.1% 19,740 $2.5M
Jackson Wealth Management, LLC 0.30% Add +82.0% 19,738 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.7% 19,800 $2.5M
Citizens Financial Group Inc. 0.05% Add +20.1% 19,294 $2.5M
VeraBank, N.A. 0.72% Add +0.1% 19,266 $2.5M
Diversify Advisory Services, LLC 0.13% Reduce -3.5% 18,846 $2.5M
North Star Asset Management Inc. 0.11% Reduce -0.6% 19,041 $2.4M
Pallas Capital Advisors LLC 0.10% Add +19.1% 18,813 $2.4M
Sageworth Trust Co 0.15% Reduce -57.6% 18,985 $2.4M
Kovack Advisors, Inc. 0.26% Add +5.5% 18,854 $2.4M
Lodestar Private Asset Management LLC 0.30% Reduce -0.0% 18,636 $2.4M
WCG Wealth Advisors LLC 0.16% Add +4.0% 18,476 $2.4M
CX Institutional 0.10% Reduce -4.3% 18,428 $2.4M
Bensler, LLC 0.30% Reduce -4.4% 18,376 $2.4M
FinTrust Capital Advisors, LLC 0.40% Reduce -0.7% 18,305 $2.3M
Fonville Wealth Management LLC 0.80% Add +1.6% 18,167 $2.3M
Meritage Portfolio Management 0.14% Reduce -1.8% 18,143 $2.3M
Koshinski Asset Management, Inc. 0.20% Reduce -0.9% 17,988 $2.3M
Independent Wealth Network Inc. 1.02% Add +1.9% 17,927 $2.3M
Collective Family Office LLC 0.62% Add +0.3% 17,830 $2.3M
Ascent Group, LLC 0.17% Add +3.8% 17,786 $2.3M
Citadel Advisors 0.00% Add +44.9% 17,703 $2.3M
First Citizens Bank & Trust Co. 0.05% Add +5.8% 17,658 $2.3M
Colony Family Offices, LLC 0.70% No change 17,649 $2.3M
Obermeyer Wealth Partners 0.12% No change 17,629 $2.3M
Roundview Capital LLC 0.16% Reduce -5.0% 17,613 $2.3M
Blankinship & Foster, LLC 0.55% No change 17,560 $2.3M
Franklin Resources Inc. 0.00% Add +7.0% 17,122 $2.2M
OMNI 360 Wealth, Inc. 1.54% Add +3.8% 17,485 $2.2M
Consultiva Wealth Management, Corp. 17.82% No change 17,468 $2.2M
Farther Finance Advisors, LLC 0.08% Reduce -3.0% 17,384 $2.2M
Mraz, Amerine & Associates, Inc. 0.40% Reduce -0.6% 17,290 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Add +0.1% 17,181 $2.2M
My Personal CFO, LLC 1.21% No change 17,165 $2.2M
Harbor Investment Advisory, LLC 0.22% Reduce -0.6% 17,076 $2.2M
Bouchey Financial Group, Ltd. 0.20% Add +0.5% 17,033 $2.2M
Formidable Asset Management, LLC 0.35% Reduce -21.1% 17,018 $2.2M
Capital Advantage, Inc. 0.42% Reduce -5.3% 16,944 $2.2M
Lebenthal Global Advisors, LLC 0.44% Add +2.6% 16,922 $2.2M
Neuberger Berman Group LLC 0.00% Add +188.1% 16,908 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -8.0% 16,892 $2.2M
Janus Henderson Group PLC 0.00% Reduce -45.5% 16,806 $2.2M
Tradition Wealth Management, LLC 0.19% Reduce -0.8% 16,733 $2.1M
Keystone Financial Group 0.27% New 16,666 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +13.1% 16,637 $2.1M
Kingswood Wealth Advisors, LLC 0.15% Add +80.5% 16,554 $2.1M
Leavell Investment Management, Inc. 0.11% Reduce -5.0% 16,447 $2.1M
Investmark Advisory Group LLC 1.02% Reduce -1.4% 16,340 $2.1M
Lake Hills Wealth Management, LLC 1.40% Reduce -4.2% 16,296 $2.1M
Pennsylvania Capital Management Inc. 0.75% No change 16,258 $2.1M
First Merchants Corp. 0.08% Reduce -0.8% 16,255 $2.1M
Webster Bank, N. A. 0.22% Add +3.5% 16,231 $2.1M
Circle Wealth Management, LLC 0.05% Reduce -32.6% 16,219 $2.1M
Diversified Trust Co. 0.05% Add +18.2% 16,211 $2.1M
Sequoia Financial Advisors, LLC 0.02% Add +3.4% 16,206 $2.1M
Carolinas Wealth Consulting LLC 0.38% No change 16,201 $2.1M
Kuhn & Co Investment Counsel 1.77% Reduce -0.5% 16,195 $2.1M
Weaver Consulting Group 0.66% Add +0.0% 16,140 $2.1M
Diversify Wealth Management, LLC 0.20% Add +691.7% 15,834 $2.1M
Legacies Wealth LLC 1.63% No change 16,007 $2.1M
Logan Capital Management Inc. 0.08% Reduce -1.3% 15,991 $2.1M
Rockingstone Advisors LLC 1.00% Reduce -17.7% 15,960 $2.0M
Regal Investment Advisors LLC 0.14% Reduce -6.2% 15,922 $2.0M
Capital City Trust Co. 0.51% Add +0.0% 15,890 $2.0M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $2.0M
Carr Financial Group Corp 0.60% Reduce -30.0% 15,810 $2.0M
Arrowroot Family Office, LLC 1.18% Reduce -11.8% 15,789 $2.0M
Essex Bank 0.50% Add +4.1% 15,775 $2.0M
QRG Capital Management, Inc. 0.02% Add +34.3% 15,761 $2.0M
Vicus Capital 0.18% Reduce -1.7% 15,750 $2.0M
Carnegie Investment Counsel 0.06% Add +2.0% 15,651 $2.0M
Glass Jacobson Investment Advisors llc 0.66% Reduce -2.8% 15,607 $2.0M
Arq Wealth Advisors, LLC 0.76% Add +5.9% 15,687 $2.0M
Joseph Group Capital Management 0.76% Reduce -1.0% 15,425 $2.0M
McNamara Financial Services, Inc. 0.39% Add +0.0% 15,407 $2.0M
Orgel Wealth Management, LLC 0.05% Add +1.7% 15,367 $2.0M
Auour Investments LLC 0.70% Reduce -20.3% 15,303 $2.0M
HUB Investment Partners, LLC 0.08% Reduce -2.4% 15,015 $1.9M
Bristlecone Advisors, LLC 0.15% Reduce -2.6% 14,922 $1.9M
SP Asset Management LLC 0.16% Add +0.7% 14,887 $1.9M
Columbus Macro, LLC 0.69% No change 14,805 $1.9M
Pacific Sun Financial Corp 1.04% Reduce -4.8% 14,691 $1.9M
FF Advisors,LLC 1.21% No change 14,228 $1.9M
New Insight Wealth Advisors 0.97% Reduce -7.4% 14,448 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.87% Add +0.8% 14,423 $1.8M
New England Private Wealth Advisors LLC 0.30% Add +2.3% 14,415 $1.8M
Capital Advisors Inc. 0.04% Reduce -1.3% 14,376 $1.8M
AIMZ Investment Advisors, LLC 0.63% Reduce -2.1% 14,354 $1.8M
Glassman Wealth Services 0.31% No change 14,343 $1.8M
SRH Advisors, LLC 0.56% Reduce -8.2% 14,337 $1.8M
Private Trust Co. NA 0.18% Add +1.4% 14,247 $1.8M
Opes Wealth Management LLC 0.35% Reduce -2.5% 14,241 $1.8M
Redhawk Wealth Advisors, Inc. 0.26% Reduce -1.7% 14,181 $1.8M
Mgo One Seven LLC 0.08% Reduce -3.2% 14,166 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Add +0.1% 14,095 $1.8M
Financial Insights, Inc. 0.59% Add +22.4% 14,072 $1.8M
Fifth Third Bancorp 0.01% Add +18.7% 14,064 $1.8M
Main Street Financial Solutions, LLC 0.16% Add +4.5% 14,009 $1.8M
AlTi Global, Inc. 0.04% Reduce -2.8% 13,979 $1.8M
North Star Investment Management Corp. 0.12% Reduce -12.5% 13,745 $1.8M
Rehmann Capital Advisory Group 0.11% Add +9.0% 13,665 $1.8M
Brighton Jones LLC 0.07% Add +0.1% 13,659 $1.8M
Beacon Financial Advisory LLC 0.59% Add +16.0% 13,624 $1.7M
Integrated Investment Consultants, LLC 0.38% Add +737.5% 107,880 $1.7M
Creekside Partners 0.90% Add +6.2% 13,561 $1.7M
Coldstream Capital Management Inc. 0.04% Reduce -2.1% 13,536 $1.7M
360 Financial, Inc. 0.64% Add +4.1% 13,479 $1.7M
Westfuller Advisors, LLC 1.23% — 13,369 $1.7M
Dakota Wealth Management 0.04% Reduce -4.7% 13,365 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -1.2% 13,344 $1.7M
Ancora Advisors LLC 0.04% Add +0.9% 13,270 $1.7M
Cahill Financial Advisors Inc. 0.23% Reduce -2.3% 13,270 $1.7M
Verus Capital Partners, LLC 0.17% Add +0.7% 13,164 $1.7M
Red Tortoise LLC 0.85% Reduce -1.2% 13,111 $1.7M
ZWJ Investment Counsel Inc. 0.07% Add +1.9% 12,986 $1.7M
Lanark Financial, Inc. 0.14% Add +20.9% 12,968 $1.7M
Tempus Wealth Planning, LLC 0.61% Reduce -0.6% 12,964 $1.7M
Burkett Financial Services, LLC 0.68% Reduce -3.1% 12,888 $1.7M
Interactive Financial Advisors, Inc. 0.83% Add +1.2% 12,592 $1.6M
Northcape Wealth Management, LLC 0.53% Reduce -0.2% 12,569 $1.6M
Flputnam Investment Management Co. 0.03% Add +761.1% 112,019 $1.6M
NorthRock Partners, LLC 0.05% Reduce -16.5% 12,497 $1.6M
Arkadios Wealth Advisors 0.09% Reduce -4.3% 12,456 $1.6M
Mosaic Family Wealth Partners, LLC 0.24% No change 12,414 $1.6M
Duncker Streett & Co. Inc. 0.29% Reduce -10.7% 12,410 $1.6M
Midland Wealth Advisors, LLC 0.09% Add +142.1% 12,399 $1.6M
Tyler-Stone Wealth Management 0.30% Add +101.0% 12,370 $1.6M
N.E.W. Advisory Services LLC 0.16% Add +38.6% 12,294 $1.6M
Gables Capital Management Inc. 0.80% No change 12,291 $1.6M
Opinicus Capital, Inc. 1.26% Add +1.1% 12,283 $1.6M
Founders Financial Securities LLC 0.14% Reduce -22.6% 12,251 $1.6M
Mather Group, Llc. 0.02% Reduce -17.4% 12,193 $1.6M
Tudor Investment Corporation 0.02% New 12,172 $1.6M
BlackRock, Inc. 0.00% — 12,113 $1.6M
Evoke Wealth, LLC 0.04% New 12,108 $1.6M
Walkner Condon Financial Advisors LLC 0.32% Add +3.4% 12,092 $1.6M
CGN Advisors LLC 0.16% Add +16.8% 12,075 $1.5M
Patten Group, Inc. 0.34% Add +12.3% 12,066 $1.5M
Constant Guidance Financial LLC 1.31% Add +78.6% 12,005 $1.5M
Bigelow Investment Advisors, LLC 0.69% Add +19.1% 12,005 $1.5M
Strategic Wealth Partners, Ltd. 0.15% Reduce -3.5% 12,003 $1.5M
MCF Advisors LLC 0.11% Add +0.2% 11,990 $1.5M
Alexander Labrunerie & Co., Inc. 0.71% Add +0.3% 11,924 $1.5M
National Bank of Canada 0.00% Reduce -12.7% 11,867 $1.5M
GLOBALT Investments LLC / GA 0.06% Reduce -2.8% 11,816 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +14.2% 11,780 $1.5M
Precedent Wealth Partners, LLC 0.50% Add +12.7% 11,715 $1.5M
Blue Chip Partners, LLC 0.13% Add +0.8% 11,691 $1.5M
Fca Corp. 0.46% Add +7.3% 11,647 $1.5M
Trilogy Capital Inc. 0.08% No change 11,637 $1.5M
Charter Oak Capital Management, LLC 0.14% Add +23.2% 11,628 $1.5M
Moseley Investment Management Inc. 0.59% Add +16.3% 11,622 $1.5M
WMS Partners, LLC 0.08% Add +6.6% 11,595 $1.5M
Red Door Wealth Management, LLC 0.25% Add +0.4% 11,473 $1.5M
Ballentine Partners, LLC 0.03% Reduce -9.2% 11,469 $1.5M
Access Financial Services, Inc. 0.67% Reduce -0.5% 11,447 $1.5M
Spire Wealth Management 0.05% Add +1.4% 11,401 $1.5M
Blake Schutter Theil Wealth Advisors, LLC 1.05% — 11,388 $1.5M
O'ROURKE & COMPANY, Inc 0.72% Add +4.5% 11,280 $1.4M
FAS Wealth Partners, Inc. 0.12% Reduce -2.2% 11,274 $1.4M
Richardson Capital Management LLC 1.01% Add +0.1% 11,266 $1.4M
Strategic Blueprint, LLC 0.09% Reduce -15.8% 11,220 $1.4M
Quartz Partners, LLC 0.90% — 11,195 $1.4M
Ti-Trust, Inc. 1.02% Reduce -0.0% 11,123 $1.4M
Clarity Capital Advisors, LLC 1.02% Add +0.4% 11,101 $1.4M
Trinity Legacy Partners, LLC 0.37% Reduce -0.1% 10,855 $1.4M
Signaturefd, LLC 0.03% Reduce -23.9% 10,978 $1.4M
Mark Sheptoff Financial Planning, LLC 0.75% Reduce -5.1% 10,939 $1.4M
Invst, LLC 0.17% Reduce -20.5% 10,906 $1.4M
Centaurus Financial, Inc. 0.09% Reduce -5.6% 10,868 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +0.4% 10,825 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Reduce -3.8% 10,799 $1.4M
Cypress Point Wealth Management, LLC 0.54% Reduce -9.9% 10,782 $1.4M
Anchor Investment Management, LLC 0.13% Reduce -5.5% 10,776 $1.4M
Fulcrum Capital LLC 0.30% No change 10,765 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +15.7% 10,760 $1.4M
9258 Wealth Management, LLC 0.20% Reduce -1.3% 10,715 $1.4M
Relyea Zuckerberg Hanson LLC 0.21% Reduce -6.8% 10,698 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +1.1% 10,690 $1.4M
Collaborative Wealth Managment Inc. 0.62% Reduce -0.3% 10,671 $1.4M
Arete Wealth Advisors, LLC 0.12% Reduce -43.3% 10,693 $1.4M
Leo Wealth, LLC 0.12% Add +66.3% 10,570 $1.4M
Cibc World Market Inc. 0.00% Add +116.9% 10,497 $1.3M
LVW Advisors, LLC 0.17% Reduce -4.6% 10,480 $1.3M
C M Bidwell & Associates Ltd. 0.82% Reduce -2.0% 10,467 $1.3M
Clarity Financial LLC 0.16% Add +7.7% 10,390 $1.3M
Fairscale Capital, LLC 1.16% Reduce -1.5% 10,359 $1.3M
UMB Bank, n.a. 0.02% Add +0.8% 10,323 $1.3M
Aspiriant, LLC 0.05% Add +18.8% 10,316 $1.3M
Freestone Capital Holdings, LLC 0.05% Add +102.5% 10,299 $1.3M
JT Stratford LLC 0.23% Add +4.1% 10,283 $1.3M
Tradewinds, LLC. 0.40% Add +5.6% 10,229 $1.3M
Novare Capital Management LLC 0.11% Reduce -0.6% 10,185 $1.3M
Smith, Moore & Co. 0.12% Add +1.7% 10,175 $1.3M
Fiducient Advisors LLC 0.15% Reduce -9.3% 10,167 $1.3M
Birchcreek Wealth Management, LLC 0.85% Reduce -9.4% 10,146 $1.3M
Laffer Tengler Investments, Inc. 0.32% New 10,102 $1.3M
LJI Wealth Management, LLC 0.26% No change 10,087 $1.3M
Rothschild Investment LLC 0.08% Add +4.8% 10,083 $1.3M
HM Payson & Co. 0.02% Reduce -0.9% 10,025 $1.3M
CPA Asset Management Group, LLC 0.61% No change 9,933 $1.3M
Smartleaf Asset Management LLC 0.15% Add +14.3% 9,818 $1.3M
CRA Financial Services, LLC 0.23% Reduce -1.6% 9,753 $1.3M
LGL Partners, LLC 0.17% No change 9,693 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% No change 9,685 $1.2M
Savvy Advisors, Inc. 0.25% Add +13.3% 9,682 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -94.1% 9,669 $1.2M
HTLF Bank 0.13% Reduce -0.5% 9,644 $1.2M
Fulton Bank, N.A. 0.05% Add +15.5% 9,641 $1.2M
Prossimo Advisors, LLC 0.89% No change 9,545 $1.2M
Klingman & Associates, LLC 0.08% Reduce -8.0% 9,460 $1.2M
Cardiff Park Advisors, LLC 0.11% Reduce -0.4% 9,342 $1.2M
Rossmore Private Capital 0.15% No change 9,317 $1.2M
Patton Albertson Miller Group, LLC 0.16% Reduce -2.6% 9,314 $1.2M
DF Dent & Co. Inc. 0.01% Add +0.7% 9,308 $1.2M
Zuckerman Investment Group, LLC 0.12% Reduce -6.8% 9,265 $1.2M
REDW Wealth LLC 0.30% No change 9,248 $1.2M
Douglass Winthrop Advisors, LLC 0.02% No change 9,170 $1.2M
Park National Corp. 0.04% Add +1.9% 9,159 $1.2M
Ridgecrest Wealth Partners, LLC 0.61% Add +8.1% 9,115 $1.2M
W Advisors, LLC 0.72% Reduce -10.6% 9,094 $1.2M
Holderness Investments Co. 0.25% Add +20.1% 9,065 $1.2M
Luminvest Wealth Management LLC 0.48% Add +190.8% 9,051 $1.2M
Bogart Wealth, LLC 0.05% Reduce -1.2% 9,048 $1.2M
Valley National Advisers Inc. 0.21% Reduce -25.2% 9,045 $1.2M
Integral Investment Advisors, Inc. 0.31% Add +2.3% 9,015 $1.2M
Idaho Trust Co 0.55% No change 8,957 $1.1M
Independence Bank of Kentucky 0.25% Add +0.9% 8,932 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -4.9% 8,930 $1.1M
Kades & Cheifetz LLC 0.65% Add +1.0% 8,887 $1.1M
Lindbrook Capital, LLC 0.10% Reduce -1.0% 8,838 $1.1M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.8% 8,810 $1.1M
River Street Advisors LLC 0.62% Reduce -1.5% 8,797 $1.1M
Retirement Planning Co of New England, Inc. 0.56% Reduce -0.5% 8,766 $1.1M
Archer Investment Corp 0.30% No change 8,757 $1.1M
Scott Capital Advisors, LLC 0.32% Reduce -18.4% 8,757 $1.1M
Gateway Wealth Partners, LLC 0.31% Reduce -1.3% 8,751 $1.1M
Harvest Volatility Management LLC 25.51% No change 8,738 $1.1M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.1% 8,695 $1.1M
Eldridge Investment Advisors, Inc. 0.26% Reduce -0.1% 8,623 $1.1M
Harmony Asset Management LLC 0.41% Add +6.4% 8,598 $1.1M
Vantage Financial Partners, LLC 0.27% Reduce -3.8% 8,596 $1.1M
Howland Capital Management LLC 0.05% New 8,588 $1.1M
Strategic Advocates LLC 0.39% Add +217.0% 8,533 $1.1M
Smith Salley Wealth Management 0.07% No change 8,526 $1.1M
G2 Capital Management, LLC / Oh 0.32% Reduce -0.4% 8,522 $1.1M
Fort Sheridan Advisors LLC 0.17% Add +12.5% 8,488 $1.1M
Signal Advisors Wealth, LLC 0.16% New 8,452 $1.1M
Family Asset Management, LLC 0.65% Add +26.3% 8,402 $1.1M
JB Capital LLC 0.06% Add +0.6% 8,398 $1.1M
Magnus Financial Group LLC 0.11% Add +2.6% 8,394 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -1.5% 8,388 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -3.6% 8,368 $1.1M
Cambridge Financial Group, LLC 0.45% No change 8,363 $1.1M
Mayport, LLC 0.34% Reduce -1.5% 8,360 $1.1M
TFB Advisors LLC 0.32% Add +17.0% 8,336 $1.1M
Sage Investment Advisers LLC 1.11% Reduce -0.5% 8,299 $1.1M
Poehling Capital Management, INC. 0.27% No change 8,276 $1.1M
Vision Capital Management, Inc. 0.15% Reduce -0.2% 8,254 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Add +0.3% 8,243 $1.1M
Vantage Investment Partners, LLC 0.09% Reduce -2.9% 8,132 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.29% New 8,120 $1.0M
Wimmer Associates 1, LLC 0.51% Add +7.5% 8,099 $1.0M
Beaumont Financial Advisors, LLC 0.08% Add +2.2% 8,092 $1.0M
Greenwich Wealth Management LLC 0.07% Add +0.4% 8,059 $1.0M
Marcum Wealth, LLC 0.10% Reduce -2.0% 8,039 $1.0M
Chicago Partners Investment Group LLC 0.04% Reduce -0.1% 7,903 $1.0M
Coastwise Capital Group, LLC 0.84% Add +2.5% 7,994 $1.0M
Larson Financial Group LLC 0.06% Add +0.1% 7,982 $1.0M
MBA Advisors LLC 0.49% Reduce -3.5% 7,970 $1.0M
Per Stirling Capital Management, LLC. 0.14% Add +7.3% 7,957 $1.0M
Transform Wealth, LLC 0.07% No change 7,949 $1.0M
Simplex Trading, LLC 0.03% Add +95.3% 7,944 $1.0M
Morton Capital Management LLC 0.20% Add +0.0% 7,915 $1.0M
Gould Asset Management LLC 0.22% Add +2.9% 7,880 $1.0M
Thrive Wealth Management, LLC 0.18% Reduce -10.4% 7,857 $1.0M
Compass Financial Group, INC 0.20% Reduce -9.2% 7,843 $1.0M
Fortis Group Advisors, LLC 0.19% Add +0.1% 7,818 $1.0M
Plancorp, LLC 0.04% Reduce -7.1% 7,805 $1.0M
Next Capital Management LLC 0.41% Add +5.5% 7,778 $997K
Cedar Wealth Management, LLC 0.31% Reduce -0.5% 7,762 $995K
Jaffetilchin Investment Partners, LLC 0.08% Add +4.3% 7,749 $993K
Curtis Advisory Group, LLC 0.28% No change 7,666 $983K
Southland Equity Partners LLC 0.24% Reduce -1.0% 7,621 $977K
Rockbridge Investment Management, LCC 0.12% Reduce -0.2% 7,510 $963K
Condor Capital Management 0.09% No change 7,498 $961K
Anson Capital, Inc. 0.86% Reduce -6.3% 7,496 $961K
Jackson Hole Capital Partners, LLC 0.20% No change 7,445 $954K
Redmont Wealth Advisors LLC 1.49% Add +122.7% 7,440 $954K
LexAurum Advisors, LLC 0.21% Reduce -0.9% 7,417 $951K
Curi Capital, LLC 0.02% No change 7,414 $951K
ORBA Wealth Advisors, L.L.C. 0.48% No change 7,390 $947K
Lynx Investment Advisory 0.68% Add +0.3% 7,376 $946K
Fifth Third Wealth Advisors LLC 0.06% Add +197.1% 7,374 $945K
Liberty Capital Management, Inc. 0.21% No change 7,359 $943K
Fragasso Financial Advisors Inc 0.07% Reduce -4.5% 7,344 $942K
Key Financial Inc 0.21% No change 7,324 $939K
Madison Wealth Partners, Inc 0.28% New 7,274 $933K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +0.3% 7,266 $932K
Sara-Bay Financial 0.34% Reduce -13.2% 7,265 $931K
Aspen Grove Capital, LLC 0.21% No change 7,250 $929K
Qube Research & Technologies Ltd 0.00% Add +28.3% 7,242 $928K
Tobias Financial Advisors, Inc. 0.19% Add +1.6% 7,237 $928K
Paces Ferry Wealth Advisors, LLC 0.53% Add +7.2% 7,233 $927K
Old Mission Investment Co LLC 0.28% Reduce -1.5% 7,194 $922K
Covestor Ltd 0.58% Add +7.5% 7,182 $921K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -17.4% 7,177 $920K
Glenview Trust Co 0.02% Add +0.3% 7,137 $915K
Courage Miller Partners, LLC 0.31% Reduce -0.8% 7,081 $908K
Willis Johnson & Associates, Inc. 0.07% Add +0.0% 7,075 $907K
Murphy, Middleton, Hinkle & Parker, Inc. 0.49% No change 7,065 $906K
Ackerman Capital Advisors, LLC 0.23% No change 7,039 $902K
Wedbush Securities Inc. 0.03% Add +0.0% 7,024 $901K
Miramar Capital, LLC 0.21% Reduce -3.4% 7,004 $898K
Continuum Advisory, LLC 0.11% Add +0.3% 6,816 $894K
Mayflower Financial Advisors, LLC 0.13% Reduce -3.3% 6,943 $890K
Greenhouse Wealth Management, LLC 0.60% Add +0.7% 6,941 $890K
TruWealth Advisors, LLC 0.05% Reduce -2.8% 6,931 $889K
Stratos Investment Management, LLC 0.06% Reduce -3.3% 6,912 $886K
Oppenheimer & Co. Inc. 0.01% Add +2.4% 6,912 $886K
West Branch Capital LLC 0.31% Reduce -1.6% 6,908 $886K
Winthrop Advisory Group LLC 0.11% Add +0.1% 6,903 $885K
Steigerwald, Gordon & Koch Inc. 0.10% Add +2.7% 6,889 $883K
Allie Family Office LLC 0.47% No change 6,863 $880K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -64.2% 6,764 $867K
Cornerstone Wealth Group, LLC 0.07% Add +22.6% 6,756 $866K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.33% Add +1.7% 6,781 $863K
TD Waterhouse Canada Inc. 0.01% Add +5.5% 6,737 $861K
Gladstone Institutional Advisory LLC 0.04% Reduce -23.7% 6,691 $858K
Valley Forge Investment Consultants Inc. Adv 0.30% Add +48.2% 6,687 $857K
Corus Family Wealth Advisors 0.60% No change 6,632 $850K
Apollon Financial, LLC 0.25% Add +0.1% 6,630 $850K
Moller Wealth Partners 0.21% Add +75.7% 6,543 $839K
Thomasville National Bank 0.06% Add +124.4% 6,539 $838K
Tompkins Financial Corp. 0.08% No change 6,505 $834K
Sage Capital Advisors,llc 0.22% Add +7.7% 6,497 $833K
Chatham Capital Group, Inc. 0.14% No change 6,485 $831K
First National Bank Sioux Falls 0.38% No change 6,484 $831K
Boston Mountain Money Management Inc. 0.48% Reduce -5.1% 6,388 $819K
Gray Wealth Management Inc. 0.32% Add +0.1% 6,328 $811K
FourThought Financial Partners, LLC 0.10% No change 6,316 $810K
Verum Partners LLC 0.24% Add +0.3% 6,305 $808K
Marco Investment Management LLC 0.07% No change 6,300 $808K
Blueprint Investment Partners LLC 0.15% New 6,276 $805K
Apella Capital, LLC 0.03% Add +6.7% 6,272 $803K
Hilltop Holdings Inc. 0.05% New 6,252 $801K
Baldwin Wealth Partners LLC 0.05% New 6,218 $797K
Steph & Co. 0.25% Reduce -0.5% 6,206 $796K
Pitcairn Co. 0.05% Add +194.2% 6,173 $791K
TFG Advisers LLC 0.28% Reduce -1.0% 6,154 $789K
Copperwynd Financial, LLC 0.24% Add +0.6% 6,137 $787K
Dynasty Wealth Management, LLC 0.02% New 29,516 $787K
Barry Investment Advisors, LLC 0.24% Reduce -9.0% 6,128 $786K
First National Bank of Mount Dora, Trust Investment Services 0.18% No change 6,107 $783K
FOCUS Wealth Advisors, LLC 0.39% No change 6,107 $783K
Vista Investment Management 0.29% Add +0.3% 6,105 $783K
Bfsg, LLC 0.09% Reduce -0.4% 6,103 $782K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -1.6% 6,090 $781K
Criterion Capital Advisors, LLC 0.49% No change 6,529 $774K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -2.9% 6,034 $774K
Sterling Wealth Management, Inc. 0.29% No change 6,027 $773K
Keystone Wealth Services, LLC 0.21% Add +18.1% 6,011 $771K
Valeo Financial Advisors, LLC 0.02% Add +6.2% 5,941 $762K
Welch Group, LLC 0.03% No change 5,928 $760K
Wynn Capital, LLC 0.50% Add +211.4% 5,892 $755K
Bailard, Inc. 0.02% Reduce -86.4% 5,888 $755K
Caldwell Trust Co 0.08% Add +1.4% 5,876 $753K
Kathleen S. Wright Associates Inc. 0.31% Add +18.3% 5,862 $751K
Mitchell Sinkler & Starr 0.19% Add +17.2% 5,860 $751K
SOL Capital Management CO 0.08% Reduce -3.1% 5,849 $750K
AQR Capital Management 0.00% Add +18.3% 5,838 $748K
HHM Wealth Advisors, LLC 0.11% No change 5,836 $748K
Birch Hill Investment Advisors LLC 0.04% No change 5,818 $746K
Pension & Wealth Management Advisors, Inc. 0.38% Add +7.8% 5,805 $744K
Compound Planning, Inc. 0.05% Reduce -2.7% 5,799 $743K
Angeles Wealth Management, LLC 0.06% Reduce -2.4% 5,798 $743K
Lee Danner & Bass Inc. 0.05% No change 5,758 $738K
SeaCrest Wealth Management, LLC 0.08% Add +43.6% 5,751 $737K
LifePro Asset Management 0.45% Add +2.6% 5,730 $735K
Clarity Capital Partners LLC 0.43% No change 5,703 $731K
LongView Wealth Management 0.23% Add +13.2% 5,688 $729K
Richwood Investment Advisors, LLC 0.60% Reduce -4.9% 5,657 $725K
First Trust Direct Indexing L.P. 0.04% Add +87.7% 5,655 $725K
Taylor & Morgan Wealth Management, LLC 0.49% Add +0.5% 5,645 $724K
Towerpoint Wealth, LLC 0.34% New 5,627 $721K
Moloney Securities Asset Management, LLC 0.10% Add +14.2% 5,607 $719K
Resonant Capital Advisors, LLC 0.05% Reduce -88.9% 5,600 $718K
Mathes Company, Inc. 0.25% No change 5,566 $714K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +0.3% 5,566 $714K
Horizon Investment Services, LLC 0.30% No change 5,532 $709K
Geneva Partners, LLC 0.31% Add +5.4% 5,527 $709K
McAlister, Sweet & Associates, Inc. 0.58% Reduce -1.6% 5,520 $708K
Gradient Capital Advisors, LLC 0.23% Reduce -2.1% 5,482 $703K
SpiderRock Advisors, LLC 0.01% Add +152.5% 5,465 $701K
WNY Asset Management, LLC 0.08% Add +8.8% 5,464 $700K
First Citizens Asset Management, Inc. 0.25% Reduce -4.9% 5,462 $700K
Argent Trust Co 0.03% Add +21.1% 5,437 $697K
Capital Planning Advisors, LLC 0.11% No change 5,437 $697K
Napatree Capital LLC 0.49% Add +131.1% 5,428 $696K
Summit Trail Advisors, LLC 0.02% Add +2.2% 5,409 $693K
Ferguson Wellman Capital Management, Inc. 0.01% Add +18.3% 5,387 $691K
SignalPoint Asset Management, LLC 0.16% No change 5,377 $687K
Nilsine Partners, LLC 0.09% No change 5,319 $682K
Bison Wealth, LLC 0.11% Add +114.0% 5,312 $681K
Garde Capital, Inc. 0.04% New 5,305 $680K
Summit Wealth Group, LLC 0.20% No change 5,278 $677K
Wetzel Investment Advisors, Inc. 0.34% Reduce -3.6% 5,257 $674K
Alamar Capital Management, LLC 0.37% No change 5,235 $671K
Christensen, King & Associates Investment Services, Inc. 0.32% Reduce -9.3% 5,224 $670K
Invictus Private Wealth, LLC 0.05% Reduce -0.9% 5,186 $665K
Cahaba Wealth Management, Inc. 0.05% Add +0.8% 5,183 $664K
Prosperity Consulting Group, LLC 0.05% Reduce -0.8% 5,179 $664K
Register Financial Advisors LLC 0.34% Reduce -7.2% 5,175 $663K
Van Hulzen Asset Management, LLC 0.05% Add +4.5% 5,170 $663K
Fingerlakes Wealth Management, Inc. 0.55% Add +0.2% 5,150 $660K
Cannon Financial Strategists, Inc. 0.12% Add +0.0% 5,149 $660K
Asset Dedication, LLC 0.04% Add +2.8% 5,122 $657K
Edge Financial Advisors LLC 0.58% Add +0.3% 5,106 $655K
Commonwealth Retirement Investments LLC 0.27% Reduce -9.5% 5,058 $648K
Allegheny Financial Group 0.16% Add +0.5% 5,057 $648K
Advance Capital Management, Inc. 0.03% Add +0.0% 5,028 $645K
Tennessee Valley Asset Management Partners 0.11% Add +21.7% 4,951 $643K
Brio Consultants, LLC 0.10% Reduce -5.2% 5,002 $641K
Covenant Asset Management, LLC 0.14% Add +0.1% 4,985 $639K
Balboa Wealth Partners 0.16% Add +10.0% 4,958 $636K
LaFleur & Godfrey LLC 0.09% Add +14.0% 4,930 $632K
Mason Investment Advisory Services, Inc. 0.04% Reduce -1.8% 4,930 $632K
MV Capital Management, Inc. 0.07% No change 4,912 $630K
Arbor Wealth Advisors LLC 0.57% No change 4,909 $629K
Visionary Wealth Advisors 0.04% Add +1.7% 4,899 $628K
Capital Advisors, Ltd. LLC 0.08% Add +8.8% 4,898 $628K
Texas Capital Bank Wealth Management Services Inc 0.06% Reduce -33.1% 4,891 $627K
Pittenger & Anderson Inc. 0.02% Reduce -15.1% 4,864 $624K
Meridian Management Co. 0.16% No change 4,855 $622K
Elevate Wealth Advisory, Inc. 0.46% Add +14.8% 4,838 $620K
Great Lakes Retirement, Inc. 0.08% No change 4,817 $618K
Community Trust & Investment Co. 0.04% Add +1.4% 4,817 $618K
Mayfair Advisory Group, LLC 0.39% Add +2.0% 4,797 $617K
CM Wealth Advisors LLC 0.20% No change 4,805 $616K
PDS Planning, Inc 0.06% Add +0.2% 4,804 $616K
Hirtle & Co., LLC 0.03% No change 4,763 $611K
Advisory Alpha, LLC 0.02% Add +2.8% 4,748 $609K
Boston Family Office LLC 0.04% Reduce -1.9% 4,740 $608K
Quadrant Capital Group LLC 0.04% Add +72.2% 4,716 $605K
Centurion Wealth Management LLC 0.19% — 4,706 $603K
Summa Corp. 0.29% No change 4,700 $603K
Hubbell Strickland Wealth Management, LLC 0.28% Reduce -2.6% 4,694 $602K
Ade, LLC 0.37% Reduce -5.5% 4,687 $601K
Nicolet Advisory Services, LLC 0.06% Add +5.5% 4,700 $600K
Empower Advisory Group, LLC 0.00% Reduce -16.9% 4,669 $599K
First Heartland Consultants, Inc. 0.06% Reduce -48.9% 4,666 $598K
Presilium Private Wealth, LLC 0.14% No change 4,639 $595K
Moneco Advisors, LLC 0.07% Add +0.1% 4,611 $591K
Estate Counselors, LLC 0.06% Reduce -36.6% 4,607 $591K
Hengehold Capital Management LLC 0.06% Add +3.2% 4,602 $590K
Altfest L J & Co. Inc. 0.08% Reduce -1.3% 4,604 $590K
SigFig Wealth Management, LLC 0.02% Add +4.0% 4,590 $586K
American State Bank (Iowa) 0.36% No change 4,570 $586K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.7% 4,540 $582K
FWG Investments, LLC. 0.50% Add +1.6% 4,530 $581K
Bay Rivers Group 0.29% Reduce -9.3% 4,511 $578K
Cassady Schiller Wealth Management, LLC 0.21% Reduce -3.0% 4,500 $577K
Libra Wealth LLC 0.23% No change 4,496 $576K
Summit Wealth & Retirement Planning, Inc. 0.18% Add +9.8% 4,486 $575K
Paladin Advisory Group, LLC 0.42% Reduce -0.5% 4,472 $573K
Wealth Alliance, LLC 0.07% Add +3.4% 4,448 $570K
Texas Yale Capital Corp. 0.02% Add +1.1% 4,443 $570K
Revisor Wealth Management LLC 0.36% No change 4,433 $568K
SouthState Bank Corp 0.04% Add +18.9% 4,431 $568K
Insight Advisors, LLC/ PA 0.10% Reduce -1.9% 4,428 $568K
SOA Wealth Advisors, LLC. 0.11% Reduce -0.0% 4,427 $567K
ICONIQ Capital, LLC 0.01% Add +0.7% 4,396 $564K
First National Advisers, LLC 0.09% Add +57.7% 4,394 $563K
Brightwater Advisory LLC 0.41% Reduce -6.4% 4,380 $562K
KG Capital Management 0.18% Reduce -1.1% 4,378 $561K
Frisch Financial Group, Inc. 0.17% Add +11.5% 4,370 $560K
Provenance Wealth Advisors, LLC 0.07% No change 4,360 $559K
Cutler Investment Counsel LLC 0.07% Add +5.2% 4,342 $557K
Marshall Financial Group Inc. 0.17% Reduce -1.8% 4,320 $554K
Sandbox Financial Partners, LLC 0.20% Add +2.0% 4,317 $553K
McAdam, LLC 0.03% Reduce -5.8% 4,310 $553K
ProVise Management Group, LLC 0.04% Add +0.1% 4,301 $551K
Scott & Selber, Inc. 0.17% Add +0.3% 4,290 $550K
UNIVEST FINANCIAL Corp 0.04% New 4,269 $547K
Daiwa Securities Group Inc. 0.00% Add +6.8% 4,270 $547K
MBE Wealth Management, LLC 0.30% Add +7.2% 4,233 $543K
Cassaday & Co Wealth Management LLC 0.02% Add +35.1% 4,233 $543K
Values Added Financial LLC 0.34% New 4,213 $540K
Wealth Effects LLC 0.19% Add +4.2% 4,204 $539K
Matthew Goff Investment Advisor, LLC 0.10% No change 4,199 $538K
AlphaStar Capital Management, LLC 0.04% New 4,193 $538K
Kraft, Davis & Associates, LLC 0.16% Add +0.1% 4,172 $534K
Whalerock Point Partners, LLC 0.13% Reduce -7.6% 4,158 $533K
Bradley Foster & Sargent Inc. 0.01% New 4,153 $532K
Curbstone Financial Management Corp 0.11% Reduce -5.7% 4,150 $532K
WoodTrust Financial Corp 0.08% No change 4,149 $532K
New Republic Capital, LLC 0.31% Reduce -36.5% 4,148 $532K
Norden Group LLC 0.06% Add +35.5% 4,129 $529K
Carnegie Lake Advisors LLC 0.21% — 4,129 $529K
Tower View Wealth Management LLC 0.29% Add +2.2% 4,108 $527K
Tanglewood Legacy Advisors, LLC 0.23% No change 4,100 $526K
Alpine Bank Wealth Management 0.08% — 4,100 $526K
Portland Global Advisors LLC 0.07% No change 4,099 $525K
Sax Wealth Advisors, LLC 0.05% No change 4,082 $523K
TCI Wealth Advisors, Inc. 0.04% Add +33.0% 4,061 $521K
Brown, Lisle/Cummings, Inc. 0.16% No change 4,035 $517K
Fusion Capital, LLC 0.22% Add +0.5% 4,033 $517K
Private Client Services, LLC 0.28% Add +2.7% 4,031 $517K
Safe Harbor Fiduciary, LLC 0.48% — 4,028 $516K
Strategies Wealth Advisors, LLC 0.07% Add +0.7% 4,026 $516K
S.A. Mason LLC 0.27% No change 4,023 $516K
BSW Wealth Partners 0.08% Add +46.9% 4,018 $515K
Northeast Investment Management 0.02% No change 4,004 $513K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 4,004 $513K
Evercore Wealth Management, LLC 0.01% No change 3,981 $510K
Shulman DeMeo Asset Management LLC 0.12% Add +0.0% 3,966 $508K
Elios Financial Group Inc. 0.23% — 3,948 $506K
Concord Wealth Partners 0.08% Reduce -4.7% 3,945 $506K
Meridian Financial Advisors, LLC 0.34% Add +6.0% 3,942 $505K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,939 $505K
Jefferies Financial Group Inc. 0.01% No change 3,920 $503K
Detalus Advisors, LLC 0.17% Reduce -20.0% 3,907 $501K
Johnson Bixby & Associates, LLC 0.08% Reduce -28.8% 3,905 $501K
Security National Bank 0.07% No change 3,903 $500K
Black Diamond Financial, LLC 0.08% Add +8.8% 3,892 $499K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -6.0% 3,887 $498K
Financial Network Wealth Advisors LLC 0.41% Add +10.9% 3,884 $498K
TrueWealth Advisors, LLC 0.17% Reduce -1.9% 3,879 $497K
Retirement Income Solutions, Inc. 0.11% No change 3,857 $494K
Journey Advisory Group, LLC 0.06% No change 4,169 $494K
Ameritas Investment Partners, Inc. 0.02% Add +8.3% 3,855 $494K
Ledyard National Bank 0.04% Reduce -1.4% 3,838 $492K
Old Second National Bank of Aurora 0.12% No change 3,829 $491K
Cynosure Group, LLC 0.07% New 2,478 $491K
Stablepoint Partners, LLC 0.09% Reduce -1.4% 3,815 $489K
Aft, Forsyth & Company, Inc. 0.24% Add +0.2% 3,814 $489K
LCNB Corp. 0.17% No change 3,811 $489K
Dentgroup LLC 0.36% Reduce -16.1% 3,803 $488K
Aspire Wealth Management Corp 0.26% Add +0.7% 3,791 $486K
Jacobi Capital Management LLC 0.04% Reduce -2.3% 3,790 $486K
Schechter Investment Advisors, LLC 0.04% No change 3,773 $484K
Towercrest Capital Management 0.08% Add +96.6% 3,765 $483K
Integris Wealth Management, LLC 0.13% No change 3,763 $482K
Optivise Advisory Services LLC 0.25% Reduce -0.1% 3,762 $482K
Next Level Private LLC 0.20% Add +0.3% 3,751 $481K
Waypoint Wealth Partners Inc. 0.13% Add +5.6% 3,746 $480K
Aspen Wealth Management LLC 0.15% Add +9.3% 3,746 $480K
Colonial Trust Co / SC 0.07% Add +391.7% 3,732 $478K
Hurlow Wealth Management Group, Inc. 0.15% Add +1.0% 3,725 $478K
Heritage Family Offices, LLP 0.25% Reduce -2.8% 3,708 $475K
Madison Park Capital Advisors, LLC 0.35% Add +0.5% 3,692 $473K
Syntegra Private Wealth Group, LLC 0.05% No change 3,690 $473K
Heritage Wealth Advisors 0.02% No change 3,687 $473K
Willner & Heller, LLC 0.42% Add +0.7% 3,677 $471K
Triumph Capital Management 0.17% Add +0.1% 3,672 $471K
49 Wealth Management, LLC 0.08% Reduce -36.5% 3,667 $470K
Alpha Financial Partners LLC 0.33% New 3,647 $468K
Ehrlich Financial Group 0.33% Add +5.7% 3,647 $468K
YHB Investment Advisors, Inc. 0.04% Add +6.6% 3,631 $465K
Becker Capital Management Inc. 0.01% Add +6.3% 3,608 $462K
Sightline Wealth Advisors, LLC 0.25% Reduce -10.1% 3,605 $462K
Obsidian Personal Planning Solutions LLC 0.24% Reduce -0.5% 3,614 $462K
Fifth Third Securities, Inc. 0.04% Add +0.6% 3,600 $462K
Scarborough Advisors, LLC 0.07% New 3,599 $461K
Plante Moran Financial Advisors, LLC 0.04% No change 3,595 $461K
Blue Fin Capital, Inc. 0.09% No change 3,593 $461K
Wesbanco Bank Inc. 0.02% Add +1.2% 3,591 $460K
Peddock Capital Advisors, LLC 0.11% Reduce -18.6% 3,584 $459K
B.O.S.S. Retirement Advisors, LLC 0.09% Add +100.3% 3,584 $459K
Authentikos Wealth Advisory, LLC 0.44% Add +8.0% 3,573 $458K
River Wealth Advisors LLC 0.06% Reduce -5.4% 3,565 $457K
Wolverine Trading, LLC 0.01% Add +24.4% 3,577 $457K
Quotient Wealth Partners, LLC 0.01% No change 3,562 $457K
Northwest Investment Counselors, LLC 0.10% Add +1.1% 3,559 $456K
Novak & Powell Financial Services, Inc. 0.26% Reduce -1.2% 3,557 $456K
Main Management LLC 0.04% No change 3,546 $455K
Van Den Berg Management I, Inc. 0.13% Reduce -3.8% 3,540 $454K
Good Life Advisors, LLC 0.03% Reduce -0.4% 3,532 $453K
Madrona Financial Services, LLC 0.13% Reduce -4.8% 3,524 $452K
Legacy Private Trust Co. 0.03% Add +3.5% 3,523 $452K
GM Advisory Group, LLC 0.03% Add +16.2% 3,520 $451K
Blue Trust, Inc. 0.01% Add +43.9% 3,791 $450K
KOM Wealth Management Group, LLC 0.37% Add +0.6% 3,499 $449K
Waterfront Wealth Inc. 0.11% Add +52.6% 3,467 $447K
My Legacy Advisors, LLC 0.18% Reduce -57.6% 3,479 $446K
Emergent Wealth Advisors, LLC 0.33% Reduce -0.5% 3,475 $445K
Wescott Financial Advisory Group, LLC 0.05% Reduce -32.0% 3,461 $444K
Montag A & Associates Inc. 0.02% No change 3,455 $443K
Castle Wealth Management LLC 0.18% Reduce -3.7% 3,451 $442K
Tudor Financial Inc. 0.27% — 3,450 $442K
Aua Capital Management, LLC 0.26% Reduce -4.7% 3,446 $442K
Zacks Investment Management 0.00% Add +19.6% 3,446 $442K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $440K
Quantinno Capital Management LP 0.01% Reduce -23.6% 3,425 $439K
Eagle Bay Advisors LLC 0.17% No change 3,407 $437K
Destination Wealth Management 0.01% Reduce -4.2% 3,401 $436K
Canandaigua National Bank & Trust Co. 0.04% No change 3,383 $434K
Maltin Wealth Management, Inc. 0.21% Add +0.5% 3,378 $433K
PBMares Wealth Management LLC 0.09% Add +0.0% 3,375 $433K
Mustard Seed Financial, LLC 0.36% Reduce -4.8% 3,369 $432K
Semus Wealth Partners LLC 0.30% Add +0.6% 3,367 $432K
Weitzel Financial Services, Inc. 0.20% Add +2.5% 3,374 $431K
Pinkerton Wealth, LLC 0.06% Reduce -5.7% 3,347 $429K
Aaron Wealth Advisors LLC 0.05% No change 3,341 $428K
Faithward Advisors, LLC 0.07% Add +74.9% 3,334 $427K
Private Capital Management, LLC 0.05% Add +0.7% 3,319 $426K
TNF LLC 0.15% Add +0.4% 3,285 $425K
Alpine Woods Capital Investors, LLC 0.07% No change 3,200 $425K
First Foundation Advisors 0.02% Reduce -42.9% 3,311 $424K
Roof Eidam Maycock Peralta, LLC 0.11% No change 3,301 $423K
Cardinal Point Capital Management ULC 0.07% New 3,297 $423K
Clayton Financial Group LLC 0.16% No change 3,295 $422K
Bokf, NA 0.01% No change 3,283 $419K
Baker Avenue Asset Management, LP 0.01% New 3,258 $418K
Mitchell & Pahl Private Wealth, LLC 0.19% No change 3,256 $417K
Astoria Portfolio Advisors LLC. 0.14% Reduce -2.4% 3,208 $417K
Berkeley, Inc 0.12% New 3,254 $417K
ERn Financial, LLC 0.06% No change 3,244 $416K
United Advisor Group, LLC 0.09% Add +48.7% 3,235 $415K
Greenleaf Trust 0.00% No change 3,235 $415K
FWG Holdings, LLC 0.21% Add +8.0% 3,200 $414K
Princeton Global Asset Management LLC 0.08% Add +28.3% 3,225 $413K
Slagle Financial, LLC 0.18% Reduce -0.1% 3,220 $413K
Vannoy Advisory Group, Inc. 0.30% No change 3,219 $413K
Legacy Edge Advisors, LLC 0.07% Add +0.9% 3,217 $412K
Clear Creek Financial Management, LLC 0.05% Add +9.3% 3,216 $412K
L. Roy Papp & Associates, LLP 0.05% No change 3,213 $412K
West Coast Financial LLC 0.05% Add +1.5% 3,200 $410K
Resurgent Financial Advisors LLC 0.24% Reduce -0.9% 3,187 $409K
Intrua Financial, LLC 0.07% Reduce -17.3% 3,184 $408K
Arkfeld Wealth Strategies, L.L.C. 0.20% Add +10.3% 3,167 $407K
CFS Investment Advisory Services, LLC 0.03% No change 3,167 $406K
United Community Bank 0.16% No change 3,161 $405K
Global Trust Asset Management, LLC 0.15% No change 3,138 $402K
Cyndeo Wealth Partners, LLC 0.03% No change 3,133 $402K
Stephens Consulting, LLC 0.10% Add +0.3% 3,126 $401K
Ameliora Wealth Management Ltd. 0.17% No change 3,119 $400K
Mosaic Financial Group, LLC 0.28% No change 3,097 $397K
Waypoint Capital Advisors, LLC 0.08% No change 3,092 $396K
GDS Wealth Management 0.04% Add +59.3% 3,090 $396K
M. Kulyk & Associates, LLC 0.08% No change 3,072 $394K
Morris Financial Concepts, Inc. 0.17% Reduce -0.3% 3,067 $393K
Csenge Advisory Group 0.02% Reduce -6.8% 3,000 $390K
Keebeck Wealth Management 0.06% Add +0.2% 3,041 $390K
Ingalls & Snyder LLC 0.02% No change 3,035 $389K
Barrett & Company, Inc. 0.17% No change 3,018 $387K
Crestwood Advisors Group, LLC 0.01% Add +0.3% 3,010 $386K
Simmons Bank 0.03% No change 3,000 $385K
Disciplined Investments, LLC 0.19% Add +0.1% 2,990 $383K
Balanced Wealth Group LLC 0.17% Reduce -20.1% 2,983 $382K
Fiduciary Alliance LLC 0.05% Add +2.1% 2,966 $380K
Richardson Financial Services Inc. 0.24% Add +100.0% 3,074 $379K
Concord Asset Management, LLC 0.09% Reduce -2.9% 2,958 $379K
Strategic Financial Concepts, LLC 0.12% Reduce -99.2% 2,953 $379K
Olde Wealth Management, LLC 0.14% No change 2,955 $378K
Raffa Wealth Management, LLC 0.09% Add +0.1% 2,945 $377K
Roberts Glore & Co. Inc. 0.11% Add +2.6% 2,918 $374K
Bleakley Financial Group, LLC 0.01% Reduce -3.3% 2,917 $374K
Merriman Wealth Management, LLC 0.02% Add +17.6% 2,913 $373K
New England Professional Planning Group Inc. 0.18% Reduce -12.7% 2,903 $372K
Chemistry Wealth Management LLC 0.09% No change 2,902 $372K
Seamount Financial Group Inc. 0.28% New 2,900 $372K
Moors & Cabot, Inc. 0.02% Add +3.1% 2,894 $371K
Clarity Wealth Advisors, LLC 0.11% No change 2,893 $371K
Saxony Capital Management, LLC 0.34% No change 2,891 $371K
MilWealth Group LLC 0.11% No change 2,872 $368K
Twelve Points Wealth Management LLC 0.12% Reduce -4.4% 2,857 $366K
Agate Pass Investment Management, LLC 0.18% No change 2,840 $364K
Cannell & Spears LLC 0.01% Add +51.4% 2,839 $364K
Opal Wealth Advisors, LLC 0.11% Reduce -2.9% 2,839 $364K
Westmount Partners, LLC 0.11% Add +2.1% 2,826 $362K
NWF Advisory Services Inc. 0.05% No change 2,825 $362K
AlphaCentric Advisors LLC 0.27% Reduce -4.1% 2,815 $361K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.4% 2,814 $361K
Premier Path Wealth Partners, LLC 0.06% Reduce -40.9% 2,810 $360K
Safeguard Financial, LLC 0.08% New 2,806 $360K
Exchange Bank 0.29% Add +12.0% 2,795 $358K
Twin Focus Capital Partners, LLC 0.06% No change 2,781 $357K
MY Wealth Management Inc. 0.36% Reduce -1.4% 2,750 $353K
Sound Income Strategies, LLC 0.02% Add +406.4% 2,750 $353K
Dravo Bay LLC 0.18% Reduce -3.1% 2,744 $352K
Monterey Private Wealth, Inc. 0.12% Reduce -2.2% 2,743 $352K
Institute for Wealth Management, LLC. 0.04% Reduce -6.4% 2,741 $351K
WealthPLAN Partners, LLC 0.05% New 2,737 $351K
Titleist Asset Management, LLC 0.05% Add +1.3% 2,732 $350K
Kanawha Capital Management LLC 0.03% No change 2,713 $348K
Optiver Holding B.V. 0.01% New 2,709 $347K
Phillips Wealth Planners LLC 0.33% Reduce -1.5% 2,638 $346K
Quadrant Private Wealth Management, LLC 0.09% Add +6.0% 2,684 $344K
Team Financial Group, LLC 0.20% Add +21.6% 2,678 $343K
Channel Wealth LLC 0.11% Reduce -3.8% 2,676 $343K
Global Financial Private Client, LLC 0.13% No change 2,669 $342K
CIBC Asset Management Inc 0.00% No change 2,657 $341K
Strait & Sound Wealth Management LLC 0.16% Reduce -45.6% 2,642 $339K
Mezzasalma Advisors, LLC 0.13% Reduce -4.7% 2,639 $338K
Chapin Davis, Inc. 0.11% Reduce -7.7% 2,629 $337K
Aveo Capital Partners, LLC 0.04% Add +20.2% 2,617 $335K
Fortis Capital Advisors, LLC 0.11% Reduce -3.2% 2,613 $335K
Belpointe Asset Management LLC 0.02% Reduce -3.2% 2,613 $335K
RMR Capital Management, LLC 0.28% No change 2,607 $334K
Strategic Wealth Investment Group, LLC 0.04% Add +11.1% 2,609 $334K
Acropolis Investment Management, LLC 0.02% No change 2,601 $333K
First Wilshire Securities Management Inc. 0.09% No change 2,600 $333K
Portside Wealth Group, LLC 0.06% Add +21.3% 2,596 $333K
BTS Asset Management, Inc. 0.32% New 2,591 $332K
Aurora Private Wealth, Inc. 0.26% Add +19.1% 2,589 $332K
Fortitude Advisory Group L.L.C. 0.21% No change 2,589 $332K
Godsey & Gibb, Inc. 0.03% Reduce -3.2% 2,589 $332K
Index Fund Advisors, Inc. 0.02% New 2,582 $331K
Sandy Cove Advisors, LLC 0.13% Reduce -5.9% 2,548 $327K
American Money Management, LLC 0.07% Reduce -4.0% 2,547 $327K
Cascade Wealth Advisors, Inc 0.23% Reduce -5.6% 2,546 $326K
Vista Capital Partners, Inc. 0.04% No change 2,540 $326K
Capital Investment Advisors, LLC 0.01% Reduce -14.3% 2,536 $325K
Wealth Architects, LLC 0.04% No change 2,528 $324K
Cedrus LLC 0.12% New 2,523 $323K
Prairie Wealth Advisors, Inc. 0.16% No change 2,521 $323K
GenTrust, LLC 0.02% No change 2,516 $323K
Better Money Decisions, LLC 0.23% Add +16.4% 2,513 $322K
Heritage Wealth Management, Inc. 0.11% No change 2,513 $322K
Sage Capital Management, LLC 0.15% Add +0.7% 2,490 $319K
J. W. Coons Advisors, LLC 0.06% Add +1.6% 2,483 $318K
Berkshire Asset Management LLC 0.02% No change 2,672 $317K
Cornerstone Planning Group LLC 0.08% Reduce -1.0% 2,454 $315K
Security Financial Services, INC. 0.06% Add +28.4% 2,459 $315K
CWA Asset Management Group, LLC 0.02% — 2,446 $314K
Facet Wealth, Inc. 0.01% Add +15.8% 2,451 $313K
Smith Anglin Financial, LLC 0.03% Add +23.2% 2,435 $312K
Hikari Power Ltd 0.03% No change 2,430 $312K
Appleton Partners Inc. 0.02% No change 2,437 $312K
Sage Mountain Advisors LLC 0.03% No change 2,424 $311K
Clearview Wealth Advisors LLC 0.24% Reduce -15.1% 2,418 $310K
Farmers & Merchants Investments Inc. 0.01% Reduce -24.1% 2,415 $310K
Caitlin John, LLC 0.20% Reduce -2.5% 2,345 $309K
San Luis Wealth Advisors LLC 0.06% Add +9.8% 2,410 $309K
Hollencrest Capital Management 0.01% No change 2,400 $308K
Equita Financial Network, Inc. 0.11% No change 2,391 $307K
Market Street Wealth Management Advisors LLC 0.05% No change 2,384 $306K
Foster Victor Wealth Advisors, LLC 0.02% Add +5.8% 2,364 $305K
GPS Wealth Strategies Group, LLC 0.04% Add +3.5% 2,379 $305K
Aviance Capital Partners, LLC 0.04% No change 2,377 $305K
1776 Wealth LLC 0.14% No change 2,373 $304K
Eastern Bank 0.01% New 2,368 $304K
Bullseye Investment Management, LLC 0.18% New 2,282 $303K
GHP Investment Advisors, Inc. 0.01% Add +0.0% 2,364 $303K
Apriem Advisors 0.04% Add +0.1% 2,362 $303K
Beacon Capital Management, LLC 0.04% Add +0.6% 2,362 $303K
Patten & Patten Inc. 0.02% Add +0.2% 2,346 $301K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,344 $300K
Florida Financial Advisors, LLC 0.15% Add +31.9% 2,342 $300K
Wealthfront Advisers LLC 0.00% New 2,339 $300K
Wolf Group Capital Advisors 0.14% New 2,825 $300K
Firestone Capital Management 0.07% Add +0.5% 2,332 $299K
Silver Coast Investments LLC 0.11% Add +2.6% 2,330 $299K
West Michigan Advisors, LLC 0.09% Reduce -4.0% 2,325 $298K
Kiely Wealth Advisory Group, Inc. 0.19% Add +285.9% 2,250 $297K
Fluent Financial, LLC 0.14% Reduce -0.2% 2,310 $296K
Watts Gwilliam & Co., LLC 0.06% — 2,310 $296K
First American Bank 0.02% No change 2,302 $295K
Bluespring Wealth Management, LLC 0.03% Reduce -10.0% 2,302 $295K
Redwood Investment Management, LLC 0.03% Reduce -0.6% 2,301 $295K
ShoreHaven Wealth Partners, LLC 0.14% Reduce -6.1% 2,294 $294K
LGT Financial Advisors LLC 0.72% Add +10.2% 2,288 $293K
Ghe, LLC 0.11% No change 2,285 $293K
FSB Premier Wealth Management, Inc. 0.12% Add +0.1% 2,284 $293K
Strategic Financial Partners, Ltd. 0.15% No change 2,270 $291K
MMBG Investment Advisors Co. 0.03% No change 2,260 $290K
Brophy Wealth Management, LLC 0.10% — 2,260 $290K
Mystic Asset Management, Inc. 0.11% Add +5.1% 2,256 $289K
NBT Bank, N.A. 0.02% Reduce -9.4% 2,256 $289K
Advus Financial Partners, LLC 0.08% Add +0.5% 2,252 $289K
Paragon Private Wealth Management, LLC 0.14% Add +2.9% 2,247 $288K
Chemung Canal Trust Co. 0.06% No change 2,244 $288K
Sentinel Pension Advisors, LLC 0.06% Reduce -32.9% 2,239 $287K
Alliance Wealth Management Group 0.08% New 2,232 $286K
Prosperity Planning, Inc. 0.13% No change 2,231 $286K
Acas, LLC 0.24% Reduce -3.3% 2,226 $285K
Financial Futures Ltd Liability Co. 0.16% No change 2,224 $285K
Axxcess Wealth Management, LLC 0.01% Add +13.8% 2,222 $285K
Capital Asset Advisory Services LLC 0.01% Add +13.8% 2,222 $284K
Davis R M Inc. 0.01% No change 2,210 $283K
Armbruster Capital Management, Inc. 0.06% Add +1.8% 2,204 $283K
RIA Advisory Group LLC 0.10% — 2,202 $282K
Atlas Capital Advisors Inc. 0.04% Add +266.7% 2,200 $282K
FSA Advisors, Inc. 0.28% Add +3.6% 2,281 $281K
Laraway Financial Advisors Inc 0.22% Add +4.7% 2,186 $280K
Von Berge Wealth Management Group, LLC 0.17% Add +0.6% 2,117 $280K
USAdvisors Wealth Management, LLC 0.10% Add +23.5% 2,189 $279K
Mid-American Wealth Advisory Group, Inc. 0.18% Reduce -33.0% 2,176 $279K
Summit X, LLC 0.07% Reduce -12.2% 2,350 $279K
Gray Private Wealth, LLC 0.17% Add +0.3% 2,169 $278K
MinichMacGregor Wealth Management, LLC 0.06% No change 2,164 $277K
Revolve Wealth Partners, LLC 0.04% No change 2,152 $276K
SFG Wealth Management, LLC. 0.15% Reduce -28.3% 2,150 $276K
Veery Capital, LLC 0.10% Reduce -48.4% 2,147 $275K
Accredited Investors Inc. 0.02% No change 2,147 $275K
Edgestream Partners, L.P. 0.01% Add +7.9% 2,142 $275K
American Investment Services, Inc. 0.05% Add +4.9% 2,134 $274K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -1.4% 2,126 $272K
WMG Financial Advisors, LLC 0.12% Reduce -2.5% 2,119 $272K
Leading Edge Financial Planning LLC 0.09% Reduce -0.7% 2,118 $272K
Private Capital Management LLC 0.05% No change 2,114 $271K
Blodgett Wealth Advisors, LLC 0.23% No change 2,107 $270K
Efficient Advisors, LLC 0.02% Reduce -0.4% 2,093 $268K
Naples Global Advisors, LLC 0.02% Add +2.5% 2,091 $268K
Greenline Partners, LLC 0.04% Add +0.1% 2,087 $268K
PFC Capital Group, Inc. 0.13% No change 2,077 $266K
Aspen Investment Management Inc 0.12% No change 2,075 $266K
Stonegate Investment Group, LLC 0.01% Add +10.8% 2,066 $265K
Capital Market Strategies LLC 0.16% Add +0.1% 2,065 $265K
American Institute for Advanced Investment Management, LLP 0.19% Add +15.5% 2,045 $262K
Inscription Capital, LLC 0.04% Add +0.3% 2,027 $260K
High Falls Advisors, Inc 0.06% Reduce -9.2% 2,011 $258K
Bank Ozk 0.11% No change 2,010 $258K
Lake Street Private Wealth, LLC 0.04% Add +0.2% 2,000 $256K
Van Cleef Asset Management,Inc 0.03% New 2,000 $256K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,000 $256K
Trek Financial, LLC 0.02% No change 2,000 $256K
Grandfield & Dodd, LLC 0.02% No change 1,994 $256K
Allianz SE 0.01% No change 1,990 $255K
Park Edge Advisors, LLC 0.07% No change 1,987 $255K
BTC Capital Management, Inc. 0.02% New 1,970 $253K
Hara Capital LLC 0.16% Reduce -24.9% 1,961 $251K
Charles Schwab Trust Co 0.02% New 1,954 $251K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% No change 1,954 $251K
Garden State Investment Advisory Services LLC 0.08% Add +0.4% 1,952 $250K
Tucker Asset Management LLC 0.06% No change 1,953 $250K
NewEdge Wealth, LLC 0.00% New 1,949 $250K
Avalon Capital Management 0.08% Add +0.7% 1,948 $250K
HRC Wealth Management, LLC 0.16% Reduce -2.5% 1,947 $250K
Financial Freedom, LLC 0.13% Add +0.6% 1,920 $246K
Claro Advisors Inc. 0.03% Add +11.5% 1,919 $246K
ZynergyRetirementPlanningLLC 0.17% No change 1,916 $246K
Latitude Advisors, LLC 0.14% Add +9.1% 1,914 $245K
Clearwater Capital Advisors, LLC 0.02% No change 1,914 $245K
Cape Investment Advisory, Inc. 0.10% Reduce -9.7% 1,913 $245K
WealthPlan Investment Management, LLC 0.02% New 1,911 $245K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.10% No change 1,910 $245K
Smith & Howard Wealth Management, LLC 0.07% No change 1,908 $245K
Vertex Planning Partners, LLC 0.06% Add +1.6% 1,907 $244K
Perkins Coie Trust Co 0.05% Add +42.1% 1,890 $242K
MRA Advisory Group 0.13% No change 1,880 $241K
Capital Advisory Group Advisory Services, LLC 0.10% No change 1,878 $241K
Mindset Wealth Management, LLC 0.10% — 1,873 $240K
Second Line Capital, LLC 0.07% Add +0.5% 1,870 $240K
McDonough Capital Management, Inc 0.16% New 1,869 $240K
Newton One Investments LLC 0.10% No change 1,867 $239K
Salem Investment Counselors Inc. 0.01% No change 1,863 $239K
KFA Private Wealth Group, LLC 0.11% Reduce -8.8% 1,860 $238K
ARS Wealth Advisors Group, LLC 0.03% New 1,850 $237K
Evolution Advisers, Inc. 0.13% Reduce -3.2% 1,849 $237K
ETF Store, Inc. 0.24% Reduce -16.4% 1,847 $237K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.0% 1,842 $236K
Goelzer Investment Management, Inc. 0.01% New 1,841 $236K
Highland Capital Management, LLC 0.01% No change 1,838 $236K
Rodgers & Associates, LTD 0.03% No change 1,838 $236K
Home Federal Bank of Tennessee 0.07% No change 1,838 $236K
Elevated Capital Advisors, LLC 0.06% Add +4.6% 1,833 $235K
Swmg, LLC 0.10% No change 1,770 $233K
Planning Center, Inc. 0.03% No change 1,820 $233K
Heritage Wealth Partners, LLC 0.27% New 1,820 $233K
Cooper Financial Group 0.03% Reduce -9.6% 1,814 $233K
Dunhill Financial, LLC 0.12% Add +0.1% 1,805 $231K
TFC Financial Management, Inc. 0.04% Reduce -8.4% 1,803 $231K
Tectonic Advisors LLC 0.02% Reduce -2.2% 1,800 $231K
SJS Investment Consulting Inc. 0.04% Add +374.9% 1,800 $231K
PCA Investment Advisory Services Inc. 0.11% New 1,783 $229K
Founders Capital Management 0.14% Add +0.2% 1,773 $227K
Hyperion Partners, LLC 0.15% Add +0.5% 1,773 $227K
Brooks, Moore & Associates, Inc. 0.13% New 1,773 $227K
Center for Financial Planning, Inc. 0.03% No change 1,771 $227K
Nadler Financial Group, Inc. 0.03% No change 1,771 $227K
Indiana Trust & Investment Management Co 0.08% Add +61.5% 1,769 $227K
Philadelphia Trust Co. 0.02% No change 1,765 $226K
Acorn Wealth Advisors, LLC 0.10% Add +0.5% 1,762 $226K
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -0.2% 1,760 $226K
Monument Group Wealth Advisors, LLC 0.13% No change 1,750 $224K
Bellevue Asset Management, LLC 0.12% Add +0.2% 1,747 $224K
Princeton Capital Management LLC 0.07% No change 1,730 $222K
Mullaney, Keating & Wright, Inc. 0.15% No change 1,729 $222K
Fairfield Financial Advisors, LTD 0.08% Add +0.5% 1,726 $221K
Planning Directions Inc. 0.13% Add +0.7% 1,715 $220K
Sugarloaf Wealth Management, LLC 0.04% Reduce -2.4% 1,709 $219K
Rappaport Reiches Capital Management, LLC 0.06% No change 1,704 $218K
Grove Bank & Trust 0.03% No change 1,703 $218K
Midwest Financial Group LLC 0.13% Reduce -2.0% 1,702 $218K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,700 $218K
Adero Partners, LLC 0.01% No change 1,700 $218K
Darwin Wealth Management, LLC 0.06% New 1,688 $216K
MA Private Wealth 0.04% No change 1,687 $216K
626 Financial, LLC 0.12% New 1,686 $216K
BOS Asset Management, LLC 0.08% New 1,686 $216K
Matrix Private Capital Group LLC 0.12% New 1,685 $216K
Pure Financial Advisors, LLC 0.01% New 1,684 $216K
Argent Financial Group, Inc. 0.03% — 1,678 $215K
Catalyst Private Wealth, LLC 0.10% New 1,669 $214K
Compton Wealth Advisory Group, LLC 0.05% Reduce -28.9% 1,662 $213K
HF Advisory Group, LLC 0.10% Reduce -19.7% 1,663 $213K
Seelaus Asset Management LLC 0.20% New 1,647 $211K
Everhart Financial Group, Inc. 0.05% New 1,646 $211K
Keeler & Nadler Financial Planning & Wealth Management 0.10% New 1,644 $211K
Icon Wealth Advisors, LLC 0.02% Reduce -1.6% 1,643 $211K
Arvest Bank Trust Division 0.01% — 1,643 $211K
Wambolt & Associates, LLC 0.06% New 1,643 $210K
Unionview, LLC 0.16% New 1,635 $210K
Fisher Asset Management 0.00% Reduce -59.6% 1,626 $208K
Soltis Investment Advisors LLC 0.02% New 1,621 $208K
Fernwood Investment Management, LLC 0.07% New 1,617 $207K
Sloy Dahl & Holst, LLC 0.04% New 1,615 $207K
Tanager Wealth Management LLP 0.03% New 1,605 $206K
Weik Capital Management 0.08% New 1,600 $205K
National Philanthropic Trust 0.00% New 1,599 $205K
Winch Advisory Services, LLC 0.06% Add +0.6% 1,598 $205K
Lansing Street Advisors 0.08% New 1,593 $204K
Clarus Group, Inc. 0.09% New 1,575 $202K
BLB&B Advisors, LLC 0.01% New 1,571 $201K
Cobblestone Capital Advisors LLC 0.01% New 1,568 $201K
LFA - Lugano Financial Advisors SA 0.14% No change 1,555 $199K
Robinswood Financial LLC 0.07% Reduce -3.6% 1,527 $196K
Silver Oak Securities, Incorporated 0.02% Reduce -20.2% 1,530 $196K
Hanson & Doremus Investment Management 0.03% No change 1,504 $193K
DiNuzzo Private Wealth, Inc. 0.02% Add +553.1% 1,476 $189K
ORG Partners LLC 0.03% Add +0.1% 1,438 $184K
Frazier Financial Advisors, LLC 0.14% Add +0.7% 1,425 $183K
Tacita Capital Inc 0.12% No change 1,390 $178K
Pinnacle Bancorp, Inc. 0.05% Reduce -3.9% 1,371 $176K
CNB Bank 0.08% Reduce -24.5% 1,368 $175K
Caldwell Sutter Capital, Inc. 0.08% Reduce -8.8% 1,350 $173K
Bray Capital Advisors 0.04% Add +0.2% 1,316 $169K
City Holding Co. 0.02% Reduce -7.1% 1,300 $167K
Kennebec Savings Bank 0.16% — 1,273 $163K
Element Wealth, LLC 0.08% Reduce -20.4% 1,245 $160K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -35.4% 1,236 $158K
Northwest Financial Advisors 0.12% New 1,224 $157K
Future Financial Wealth Managment LLC 0.11% New 1,200 $154K
Johnson Financial Group, Inc. 0.01% Add +46.9% 1,152 $148K
ESL Trust Services, LLC 0.03% No change 1,055 $135K
TCTC Holdings, LLC 0.00% New 1,044 $134K
Sandy Spring Bank 0.01% Add +0.1% 1,017 $130K
Flaharty Asset Management, LLC 0.02% New 1,000 $128K
Stelac Advisory Services LLC 0.05% No change 979 $126K
Tsfg, LLC 0.03% No change 970 $124K
Gilliland Jeter Wealth Management LLC 0.04% Add +0.6% 959 $123K
Beaird Harris Wealth Management, LLC 0.01% Add +23.2% 956 $123K
Kimelman & Baird, LLC 0.01% No change 939 $120K
West Financial Advisors, LLC 0.02% No change 934 $120K
McClarren Financial Advisors, Inc. 0.01% Add +288.3% 5,984 $119K
DHJJ Financial Advisors, Ltd. 0.05% Add +0.1% 915 $117K
Crewe Advisors LLC 0.01% No change 896 $115K
Gleason Group, Inc. 0.02% Add +0.7% 872 $112K
Tidemark, LLC 0.04% No change 831 $107K
Centennial Bank 0.05% No change 800 $103K
McIlrath & Eck, LLC 0.01% Reduce -6.0% 798 $102K
WFA of San Diego, LLC 0.08% No change 775 $99K
Russell Investments Group, Ltd. 0.00% Reduce -6.7% 764 $98K
Venturi Wealth Management, LLC 0.01% No change 761 $98K
Koesten, Hirschmann & Crabtree, INC. 0.06% New 750 $96K
Pathway Financial Advisers, LLC 0.04% Add +0.1% 746 $96K
PSI Advisors, LLC 0.03% Add +8.1% 732 $94K
Vermillion & White Wealth Management Group, LLC 0.07% No change 700 $90K
Twin Lakes Capital Management, LLC 0.06% No change 700 $90K
Ballast Advisors LLC 0.03% No change 677 $87K
Delta Asset Management LLC 0.01% Add +152.4% 636 $82K
Rakuten Securities, Inc. 0.04% Add +26.3% 630 $81K
Missouri Trust & Investment Co 0.03% Add +9.7% 610 $78K
Marquette Asset Management, LLC 0.01% New 600 $77K
WFA Asset Management Corp 0.04% Add +0.7% 581 $75K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 576 $74K
Bank of New Hampshire 0.02% No change 562 $72K
Voisard Asset Management Group, Inc. 0.03% No change 561 $72K
Addison Advisors LLC 0.02% No change 559 $72K
Bay Harbor Wealth Management, LLC 0.02% No change 546 $70K
Hilltop National Bank 0.02% No change 542 $69K
New Millennium Group LLC 0.04% No change 539 $69K
Pineridge Advisors LLC 0.03% Reduce -5.5% 534 $68K
IAG Wealth Partners, LLC 0.01% No change 525 $67K
Financial Connections Group, Inc. 0.03% No change 526 $67K
CGC Financial Services, LLC 0.03% No change 509 $65K
Moisand Fitzgerald Tamayo, LLC 0.01% New 500 $64K
Pacifica Partners Inc. 0.02% Reduce -6.5% 471 $60K
Wolff Wiese Magana LLC 0.04% No change 468 $60K
GAMMA Investing LLC 0.01% Add +352.5% 457 $59K
American National Bank & Trust 0.01% No change 439 $56K
Washington Trust Advisors, Inc. 0.00% No change 436 $56K
Gen-Wealth Partners Inc 0.02% Reduce -18.8% 432 $56K
Headlands Technologies LLC 0.01% No change 430 $55K
Mb, Levis & Associates, LLC 0.03% No change 428 $55K
Ransom Advisory, Ltd 0.03% No change 421 $54K
Motco 0.01% No change 420 $54K
Ridgewood Investments LLC 0.03% No change 417 $53K
Creative Capital Management Investments LLC 0.02% No change 413 $53K
Rise Advisors, LLC 0.03% Add +0.5% 413 $53K
Fortitude Family Office, LLC 0.02% Add +0.7% 412 $53K
Sachetta, LLC 0.02% Add +43.7% 408 $52K
Blume Capital Management, Inc. 0.01% No change 400 $51K
Tortoise Investment Management, LLC 0.01% New 399 $51K
Blue Bell Private Wealth Management, LLC 0.01% No change 398 $51K
WR Wealth Planners, LLC 0.01% Reduce -15.7% 391 $50K
Byrne Asset Management LLC 0.03% No change 369 $47K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 360 $46K
Highline Wealth Partners LLC 0.02% Add +0.6% 352 $45K
Oarsman Capital, Inc. 0.01% New 351 $45K
Sunbelt Securities, Inc. 0.00% Add +0.6% 322 $41K
Front Row Advisors LLC 0.01% No change 278 $36K
Northwest Capital Management Inc 0.01% No change 275 $35K
Resources Management Corp. /CT/ 0.00% Reduce -15.3% 276 $35K
Halpern Financial, Inc. 0.01% No change 266 $34K
Chilton Capital Management LLC 0.00% Add +12.6% 251 $32K
PrairieView Partners, LLC 0.00% Reduce -1.9% 254 $32K
Barclays PLC 0.00% No change 248 $32K
First United Bank & Trust 0.01% No change 244 $31K
Richard W. Paul & Associates, LLC 0.01% No change 244 $31K
Ulland Investment Advisors, LLC 0.02% Add +4.3% 245 $31K
American Capital Advisory, LLC 0.02% Add +0.4% 234 $30K
Financial Gravity Companies, Inc. 0.01% — 229 $29K
Bell Investment Advisors, Inc 0.01% Add +0.4% 229 $29K
Central Pacific Bank - Trust Division 0.00% No change 222 $28K
Moser Wealth Advisors, LLC 0.01% No change 213 $27K
Stone House Investment Management, LLC 0.01% No change 206 $26K
Macroview Investment Management LLC 0.03% Reduce -75.0% 200 $26K
AllSquare Wealth Management LLC 0.01% No change 200 $26K
FSA Wealth Management LLC 0.01% — 200 $26K
MeadowBrook Investment Advisors LLC 0.02% Reduce -98.7% 190 $24K
Main Street Group, LTD 0.01% No change 189 $24K
Horrell Capital Management, Inc. 0.01% No change 185 $24K
Coston, McIsaac & Partners 0.01% Add +0.5% 191 $24K
Castleview Partners, LLC 0.01% No change 187 $24K
Banque Cantonale Vaudoise 0.00% Reduce -90.0% 179 $23K
Country Trust Bank 0.00% No change 167 $21K
Running Point Capital Advisors, LLC 0.01% No change 150 $19K
1620 Investment Advisors, Inc. 0.01% No change 147 $19K
Nemes Rush Group LLC 0.00% Reduce -91.2% 149 $18K
Coppell Advisory Solutions LLC 0.00% Reduce -24.6% 141 $18K
Strategic Investment Solutions, Inc. 0.01% Add +0.8% 135 $17K
Truvestments Capital LLC 0.00% New 117 $15K
Accent Capital Management, LLC 0.01% No change 114 $15K
Ascentis Independent Advisors 0.00% New 110 $14K
St Germain D J Co. Inc. 0.00% Reduce -35.5% 109 $14K
Olistico Wealth, LLC 0.01% No change 100 $13K
Ashton Thomas Securities, LLC 0.00% New 96 $12K
Davis Capital Management 0.01% No change 94 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 94 $12K
TruNorth Capital Management, LLC 0.00% No change 93 $12K
Sanctuary Wealth Management, L.L.C. 0.01% No change 90 $12K
Riggs Asset Managment Co. Inc. 0.00% No change 88 $11K
PFS Partners, LLC 0.01% Reduce -14.6% 76 $10K
Laurel Wealth Advisors LLC 0.00% No change 76 $10K
Monetary Management Group Inc. 0.00% New 75 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $9K
Valley Wealth Managers, Inc. 0.00% Reduce -45.0% 61 $8K
Signature Resources Capital Management, LLC 0.01% No change 60 $8K
PayPay Securities Corp 0.62% Add +46.0% 54 $7K
Allianz Asset Management GmbH 0.00% Reduce -5.5% 52 $7K
LRI Investments, LLC 0.00% No change 50 $7K
Providence Capital Advisors, LLC 0.00% No change 46 $6K
Cranbrook Wealth Management, LLC 0.00% New 41 $5K
Clear Investment Research, LLC 0.01% No change 39 $5K
Fourpath Capital Management, LLC 0.00% New 39 $5K
Creekmur Asset Management LLC 0.00% No change 38 $5K
JNBA Financial Advisors 0.00% New 38 $5K
Ruedi Wealth Management, Inc. 0.00% No change 35 $4K
Piscataqua Savings Bank 0.00% No change 29 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 26 $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
Earned Wealth Advisors, LLC 0.00% New 21 $3K
VitalStone Financial, LLC 0.00% New 15 $2K
Morse Asset Management, Inc 0.00% New 11 $1K
Sterling Capital Management LLC 0.00% — 8 $1K
Centerpoint Advisors, LLC 0.00% No change 8 $1K
Abound Wealth Management 0.00% Reduce -79.3% 6 $775
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 5 $641
Tower Research Capital LLC (TRC) 0.00% Reduce -99.4% 2 $256
Hartford Financial Management Inc. 0.00% New 1 $129
BNP Paribas Financial Markets 0.00% New 1 $128

"% 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.