Vanguard High DVD Yield ETFVYMETF

13F holders, Q4 2024 (December 31)
1,803holders +146
76new positions
63sold out
4famous investors
$125.87avg. 13F price*

At the end of Q4 2024, 1,803 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 146 from Q3 2024. 76 opened new positions and 63 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Bank of America Corp. ($1.8B) and Morgan Stanley ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions76$82.7M
Exits63$81.1M

All 13F filers, Q3 2024 → Q4 2024: 12,271,975 shares bought and 7,707,518 shares sold, net +4,564,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,803 holders

Sumitomo Life Insurance Co. 36.45% No change 15,133,322 $1.9B
Bank of America Corp. 0.16% Add +21.3% 13,740,556 $1.8B
Morgan Stanley 0.09% Add +0.8% 9,748,773 $1.2B
Raymond James Financial Inc. 0.34% — 7,221,557 $921.4M
LPL Financial LLC 0.29% Add +4.5% 5,643,230 $720.0M
JPMorgan Chase & Co. 0.06% Add +152.1% 5,457,629 $696.3M
Wells Fargo & Company 0.15% Add +9.8% 5,013,329 $639.7M
Envestnet Asset Management Inc. 0.20% Reduce -3.5% 4,854,657 $619.4M
Creative Planning 0.45% Reduce -1.0% 3,649,157 $465.6M
Ameriprise Financial Inc. 0.11% Add +3.1% 3,444,807 $439.5M
UBS Group AG 0.09% Add +4.2% 3,019,082 $385.2M
Royal Bank of Canada 0.07% Add +4.0% 2,405,850 $307.0M
Commonwealth Equity Services, LLC 0.44% Add +8.3% 2,343,545 $299.0M
Manufacturers Life Insurance Company, The 0.25% Add +20.3% 2,274,060 $290.1M
Mercer Global Advisors Inc. 0.68% Reduce -6.3% 2,187,615 $279.1M
Goldman Sachs Group Inc. 0.05% Add +1.8% 2,035,787 $259.7M
Janney Montgomery Scott LLC 0.64% Add +1.1% 1,804,471 $230.2M
Jones Financial Companies LLLP 0.20% Add +13.9% 1,630,781 $208.1M
Edge Capital Group, LLC 9.08% Reduce -0.1% 1,595,820 $203.6M
Cetera Investment Advisers 0.41% Reduce -2.5% 1,546,608 $197.3M
Pathstone Holdings, LLC 0.81% Reduce -2.3% 1,431,137 $182.6M
Stifel Financial Corp. 0.19% Add +9.9% 1,410,961 $180.0M
Howard Capital Management, LLC 2.07% Add +0.0% 1,044,302 $133.2M
Auto-Owners Insurance Co 3.00% Add +43.0% 1,035,700 $132.1M
HighTower Advisors, LLC 0.18% Add +1.7% 1,024,401 $130.7M
Kestra Advisory Services, LLC 0.71% Reduce -1.0% 1,006,578 $128.4M
Osaic Holdings, Inc. 0.27% Add +0.7% 942,902 $120.0M
Joel Isaacson & Co., LLC 5.31% Add +3.0% 922,665 $117.7M
Truist Financial Corp. 0.18% Reduce -2.3% 917,669 $117.1M
PNC Financial Services Group, Inc. 0.08% Reduce -2.0% 914,691 $116.7M
Wharton Business Group, LLC 5.14% Reduce -0.2% 892,922 $113.9M
Cambridge Investment Research Advisors, Inc. 0.37% Add +6.8% 858,694 $109.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -6.8% 833,856 $106.4M
Florida Trust Wealth Management Co 3.25% Add +1.2% 796,886 $101.7M
Captrust Financial Advisors 0.27% Add +1.1% 728,193 $92.9M
Allworth Financial LP 0.49% Add +1.1% 677,461 $89.4M
Bell Bank 6.61% Add +169.0% 696,473 $88.9M
Martel Wealth Advisors LLC 16.88% Add +4.7% 677,586 $86.5M
Stratos Wealth Partners, LTD. 1.22% Add +1.7% 669,421 $85.4M
D.A. Davidson & Co. 0.67% Add +0.7% 644,524 $82.2M
Meiji Yasuda Life Insurance Co 1.54% Reduce -53.3% 640,379 $81.7M
Cerity Partners LLC 0.17% Add +7.7% 608,845 $77.7M
SBI Securities Co., Ltd. 2.39% — 608,020 $77.6M
One Day In July LLC 8.04% Add +9.0% 600,886 $76.7M
Bank of Montreal 0.04% Reduce -1.5% 597,547 $76.2M
HCR Wealth Advisors 9.34% Add +4.6% 584,571 $74.6M
Barings LLC 1.73% Add +22.5% 565,199 $72.1M
Mesirow Financial Investment Management, Inc. 1.43% Reduce -48.8% 562,273 $71.7M
Steward Partners Investment Advisory, LLC 0.61% Reduce -3.8% 542,997 $69.3M
Marino, Stram & Associates LLC 15.24% Reduce -0.3% 539,693 $68.9M
Mariner, LLC 0.11% Add +3.4% 532,347 $67.9M
Pinnacle Associates Ltd. 0.90% Add +5.0% 519,217 $66.2M
MML Investors Services, LLC 0.23% Reduce -6.0% 516,418 $65.9M
Equitable Holdings, Inc. 0.62% Add +4.7% 506,491 $64.6M
Northeast Financial Consultants Inc 2.58% Add +1.6% 479,201 $61.1M
Wellspring Financial Advisors, LLC 6.36% Add +29.3% 2,968,984 $60.9M
Baird Financial Group, Inc. 0.11% Add +6.9% 468,114 $59.7M
Inspirion Wealth Advisors, LLC 8.09% Add +5.2% 453,500 $57.9M
Assetmark, Inc. 0.15% Reduce -2.8% 443,215 $56.5M
Arlington Trust Co LLC 11.87% Reduce -1.1% 442,026 $56.4M
Wealth Enhancement Advisory Services, LLC 0.11% Add +11.0% 440,680 $56.2M
White Lighthouse Investment Management Inc. 9.75% Add +1.1% 434,967 $55.5M
Smithfield Trust Co 2.46% Reduce -1.6% 386,972 $49.4M
CW Advisors, LLC 0.67% Add +1.5% 382,199 $48.8M
Atria Wealth Solutions, Inc. 0.53% Add +3.5% 381,177 $48.6M
Bank of Hawaii 2.66% Reduce -0.9% 377,257 $48.1M
Private Advisor Group, LLC 0.27% Add +0.7% 375,089 $47.9M
Waldron Private Wealth LLC 1.88% Reduce -2.5% 366,063 $46.7M
Operose Advisors LLC 15.46% Reduce -13.5% 354,218 $45.2M
Cornerstone Advisory, LLC 4.98% Add +6.9% 327,913 $43.9M
Waverly Advisors, LLC 0.64% Add +2.0% 326,486 $41.7M
M&T Bank Corp 0.14% Reduce -1.9% 323,557 $41.3M
Baltimore-Washington Financial Advisors, Inc. 2.14% Add +6.5% 321,897 $41.1M
Moneta Group Investment Advisors LLC 0.57% Add +1.4% 320,031 $40.8M
MBM Wealth Consultants, LLC 12.08% Add +1.9% 318,101 $40.6M
Sabal Trust CO 2.18% Add +5.4% 295,712 $37.7M
Pinnacle Wealth Management Advisory Group, LLC 3.49% Add +3.5% 292,873 $37.4M
Twele Capital Management, Inc. 7.80% Reduce -1.8% 288,232 $36.8M
NewEdge Advisors, LLC 0.22% Add +3.4% 285,009 $36.4M
Zhang Financial LLC 2.04% Add +1.9% 279,520 $35.7M
Avantax Advisory Services, Inc. 0.22% Add +1.9% 278,399 $35.5M
Heartwood Wealth Advisors LLC 3.82% Add +0.8% 265,737 $33.9M
Round Rock Advisors LLC 6.95% Reduce -0.7% 265,405 $33.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +28.0% 262,395 $33.5M
Corient Private Wealth LP 0.05% Reduce -8.3% 255,849 $32.6M
Iron Horse Wealth Management, LLC 10.88% Add +3.6% 254,011 $32.4M
Keybank National Association 0.12% Reduce -1.4% 253,172 $32.3M
Buska Wealth Management, LLC 10.27% Add +14.1% 251,399 $32.1M
Beacon Financial Group 3.42% Reduce -0.9% 249,220 $31.8M
Sei Investments Co. 0.04% Add +1.1% 244,783 $31.2M
Human Investing LLC 5.49% Add +4.4% 242,505 $30.9M
Opus Capital Group, LLC 3.90% Reduce -1.5% 240,686 $30.7M
Act Wealth Management, LLC 14.23% Reduce -0.8% 238,579 $30.4M
Sanctuary Advisors, LLC 0.19% Reduce -3.0% 227,053 $30.2M
Beacon Pointe Advisors, LLC 0.33% Add +1.6% 235,509 $30.0M
Conservest Capital Advisors, Inc. 3.06% Reduce -11.5% 231,965 $29.6M
DAVENPORT & Co LLC 0.17% Add +1.7% 227,105 $29.0M
Regions Financial Corp. 0.21% Add +4.9% 222,323 $28.4M
Crews Bank & Trust 4.78% — 222,191 $28.3M
Focus Financial Network, Inc. 1.12% Reduce -4.9% 221,409 $28.2M
Townsquare Capital LLC 0.32% Add +20.8% 221,124 $28.2M
Lido Advisors, LLC 0.18% Add +12.9% 220,621 $28.1M
Pacific Capital Wealth Advisors, Inc. 4.70% Add +8.3% 220,432 $28.1M
Berkeley Capital Partners, LLC 7.78% Add +0.6% 219,487 $28.0M
Venture Visionary Partners LLC 1.18% Add +0.0% 217,750 $27.8M
FMR LLC 0.00% Add +6.9% 215,354 $27.5M
DeDora Capital, Inc. 7.40% Reduce -0.7% 211,906 $27.0M
United Services Automobile Association 0.88% Reduce -1.2% 211,676 $27.0M
Rebalance, LLC 1.98% Reduce -7.8% 207,857 $26.5M
GSG Advisors LLC 8.32% Add +0.4% 206,937 $26.4M
Focus Partners Wealth 0.07% Add +5.1% 206,476 $26.3M
Focused Wealth Management, Inc 3.55% Add +0.3% 205,790 $26.3M
Wolff Financial Management LLC 7.28% Reduce -1.4% 205,663 $26.2M
WASHINGTON TRUST Co 0.93% Reduce -4.3% 203,568 $26.0M
NorthCoast Asset Management LLC 0.13% Add +16.1% 202,552 $25.9M
New England Asset Management Inc. 4.62% Add +1.1% 202,250 $25.8M
Southern Farm Bureau Life Insurance 3.63% No change 200,033 $25.5M
Comerica Bank 0.10% Reduce -1.6% 199,818 $25.5M
Roble, Belko & Company, Inc 4.02% Add +0.2% 198,386 $25.3M
FineMark National Bank & Trust 0.88% Reduce -0.8% 197,718 $25.2M
IFG Advisory, LLC 1.41% Reduce -0.3% 195,082 $24.9M
Arkos Global Advisors 3.62% Reduce -1.4% 193,470 $24.7M
Dagco, Inc. 8.08% Add +22.3% 191,079 $24.4M
Montis Financial, LLC 7.52% Reduce -0.8% 190,828 $24.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.67% Reduce -1.3% 190,294 $24.3M
Graves Light Lenhart Wealth, Inc. 3.00% Add +0.1% 188,854 $24.1M
US Bancorp \de 0.03% Reduce -3.2% 187,751 $24.0M
Oak Harvest Investment Services 3.31% Add +0.1% 185,903 $23.7M
First National Trust Co 0.89% Add +9.3% 185,611 $23.7M
Integrated Wealth Concepts LLC 0.27% Add +2.6% 184,742 $23.6M
First Manhattan Co. Llc. 0.07% Add +0.0% 181,982 $23.2M
Old National Bancorp 0.55% Reduce -1.8% 181,743 $23.2M
Valmark Advisers, Inc. 0.36% Add +3.3% 181,175 $23.1M
Money Concepts Capital Corp. 1.63% Add +1.8% 172,160 $22.0M
AE Wealth Management LLC 0.19% Reduce -8.7% 172,156 $22.0M
Forum Private Client Group LLC 9.70% Add +0.8% 171,150 $21.8M
Northern Trust Corp. 0.00% Add +6.5% 169,155 $21.6M
Measured Wealth Private Client Group, LLC 6.91% Add +0.9% 167,586 $21.4M
Drucker Wealth 3.0, LLC 4.85% Add +22.8% 164,814 $21.0M
Avion Wealth 5.39% Reduce -0.7% 164,357 $21.0M
First Hawaiian Bank 0.68% Reduce -3.0% 162,931 $20.8M
Piedmont Capital Management, LLC 12.48% Add +1.0% 162,237 $20.7M
Essex Financial Services, Inc. 1.45% Add +2.1% 161,290 $20.6M
CENTRAL TRUST Co 0.50% Reduce -3.7% 158,585 $20.2M
Keudell/Morrison Wealth Management 5.26% Reduce -1.6% 158,149 $20.2M
Commerce Bank 0.12% Reduce -1.9% 156,442 $20.0M
Investment Advisory Group, LLC 6.60% Add +1.6% 154,503 $19.7M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -8.7% 152,439 $19.4M
Annandale Capital, LLC 3.82% Reduce -1.2% 151,198 $19.3M
Mutual Advisors, LLC 0.56% Reduce -1.3% 147,533 $19.3M
Salomon & Ludwin, LLC 2.01% Reduce -6.3% 148,512 $18.9M
Baker Ellis Asset Management LLC 2.77% Reduce -0.7% 147,389 $18.8M
Blair William & Co. 0.05% Add +2.7% 147,155 $18.8M
Ariston Services Group 16.25% Add +2.0% 147,017 $18.8M
Bessemer Group Inc. 0.03% Reduce -8.8% 146,812 $18.7M
Exencial Wealth Advisors, LLC 0.68% Reduce -2.2% 145,258 $18.5M
Executive Wealth Management, LLC 1.43% Reduce -1.5% 143,208 $18.3M
Wealthspire Advisors, LLC 0.18% Reduce -1.2% 141,860 $18.1M
Wealth Dimensions Group, Ltd. 4.38% Add +2.3% 140,216 $17.9M
LBMC Investment Advisors, LLC 1.41% Add +6.5% 139,832 $17.8M
Nations Financial Group Inc, /Ia/ 1.30% Reduce -1.6% 139,572 $17.8M
Mittelman Wealth Management 16.53% Reduce -38.7% 139,286 $17.8M
Northside Capital Management, LLC 4.69% No change 138,253 $17.6M
Westside Investment Management, Inc. 3.72% Add +0.7% 138,149 $17.6M
Financial Perspectives, Inc 5.83% Add +0.0% 135,926 $17.3M
Benchmark Wealth Management, LLC 8.52% Reduce -0.9% 135,692 $17.3M
Select Asset Management & Trust 6.68% Reduce -3.3% 135,106 $17.2M
Merit Financial Group, LLC 0.31% Add +5.9% 134,359 $17.1M
Integrated Advisors Network LLC 0.82% Reduce -2.6% 134,149 $17.1M
First Horizon Advisors, Inc. 0.48% Add +9.1% 133,778 $17.1M
Concurrent Investment Advisors, LLC 0.46% Reduce -10.3% 133,137 $17.0M
Francis Financial, Inc. 4.29% Reduce -3.0% 132,467 $16.9M
Verity & Verity, LLC 1.53% Add +207.5% 131,157 $16.7M
Hardy Reed LLC 1.47% Reduce -2.9% 130,429 $16.6M
Angeles Investment Advisors, LLC 0.80% No change 130,200 $16.6M
Unison Advisors LLC 1.96% Add +0.0% 128,818 $16.4M
Hippocratic Financial Advisors, LLC 11.26% — 126,917 $16.2M
Fiduciary Trust Co 0.21% Reduce -3.9% 126,381 $16.1M
Principle Wealth Partners LLC 1.13% Reduce -3.9% 126,129 $16.1M
Performance Wealth Partners, LLC 0.52% Add +2.7% 126,090 $16.1M
Trustmark Bank Trust Department 1.19% Reduce -3.6% 125,845 $16.1M
Oak Hill Wealth Advisors, LLC 3.82% — 125,550 $16.0M
Long Run Wealth Advisors, LLC 3.84% Add +0.6% 125,454 $16.0M
Transcend Capital Advisors, LLC 1.15% Add +2.2% 125,395 $16.0M
Pinnacle Financial Partners Inc 0.32% Add +4.6% 122,547 $15.6M
Wealthcare Advisory Partners LLC 0.43% Add +7.1% 120,087 $15.3M
Patriot Investment Management Group, Inc. 1.14% Reduce -1.8% 119,494 $15.2M
Private Advisory Group LLC 1.71% Add +1.2% 119,450 $15.2M
Advisory Services Network, LLC 0.28% Add +4.0% 119,430 $15.2M
Procyon Advisors, LLC 0.97% Reduce -2.1% 118,525 $15.1M
Wellington Management Group LLP 0.00% Reduce -47.3% 118,128 $15.1M
SlateStone Wealth, LLC 1.47% Reduce -1.8% 117,620 $15.0M
Cresset Asset Management, LLC 0.07% Reduce -14.4% 117,425 $15.0M
Employees' Retirement Fund of the City of Fort Worth 6.99% No change 117,403 $15.0M
Bank of New York Mellon Corp 0.00% Add +1.3% 114,629 $14.6M
Steele Capital Management, Inc. 0.76% Add +4.6% 114,373 $14.6M
Ballast, Inc. 4.14% Add +1.6% 113,520 $14.5M
Rockefeller Capital Management L.P. 0.04% Add +1.7% 112,969 $14.4M
Composition Wealth, LLC 0.29% Add +7.6% 112,543 $14.4M
Tepp RIA, LLC 21.23% — 112,423 $14.3M
PFG Advisors 0.88% Reduce -1.4% 112,391 $14.3M
Financial Counselors Inc. 0.21% Add +333.6% 112,011 $14.3M
CreativeOne Wealth, LLC 0.44% Add +13.8% 111,805 $14.3M
Headinvest, LLC 2.66% Reduce -1.6% 110,506 $14.1M
Capital Advisors Wealth Management, LLC 2.48% Add +1.7% 109,201 $13.9M
Ameritas Advisory Services, LLC 0.48% Add +10.7% 109,018 $13.9M
McNaughton Wealth Management, LLC 6.58% Reduce -0.0% 106,959 $13.6M
Independent Advisor Alliance 0.18% New 106,858 $13.6M
Paragon Financial Partners, Inc. 10.26% Reduce -13.4% 106,760 $13.6M
Howard Wealth Management, LLC 7.36% Add +4.1% 106,641 $13.6M
Peapack Gladstone Financial Corp. 0.20% Reduce -3.4% 106,286 $13.6M
Bordeaux Wealth Advisors LLC 2.12% Add +5.0% 103,578 $13.2M
Asset Allocation & Management Company, LLC 7.18% No change 102,990 $13.1M
Aptus Capital Advisors, LLC 0.16% Add +61.3% 102,931 $13.1M
Clearstead Advisors, LLC 0.20% Add +3.8% 102,437 $13.1M
Causey Wealth LLC 7.56% — 101,686 $13.0M
Vestmark Advisory Solutions, Inc. 0.45% Add +64.0% 101,673 $13.0M
VSM Wealth Advisory, LLC 4.61% — 101,269 $12.9M
TBH Global Asset Management, LLC 3.00% Reduce -11.4% 99,415 $12.7M
Nwam LLC 0.77% Add +0.7% 97,581 $12.5M
Hancock Whitney Corp. 0.39% Reduce -0.5% 97,030 $12.4M
Stokes Family Office, LLC 1.32% Add +0.1% 96,919 $12.4M
Insight Wealth Strategies, LLC 1.65% Add +2.4% 96,513 $12.3M
Pointe Capital Management LLC 7.00% Add +1.7% 95,461 $12.2M
Avior Wealth Management, LLC 0.45% Add +40.4% 95,451 $12.2M
Flagship Wealth Advisors, LLC 7.11% — 94,832 $12.1M
Natixis Advisors, LLC 0.02% Add +1.4% 94,600 $12.1M
Bernardo Wealth Planning LLC 2.89% Reduce -17.1% 95,659 $12.1M
Citigroup Inc. 0.01% Reduce -19.4% 94,327 $12.0M
Cherry Tree Wealth Management, LLC 2.97% Reduce -1.5% 94,168 $12.0M
High Net Worth Advisory Group LLC 3.34% Reduce -3.1% 93,793 $12.0M
Bryn Mawr Trust Advisors, LLC 0.64% Reduce -12.4% 93,282 $11.9M
&partners 0.14% Add +27.3% 92,529 $11.9M
Vanguard Group Inc. 0.00% Reduce -97.2% 91,679 $11.7M
Linscomb Wealth, Inc. 0.58% Reduce -4.1% 91,449 $11.7M
Asset Allocation Strategies LLC 2.79% Reduce -3.9% 87,142 $11.6M
Evermay Wealth Management LLC 1.73% Reduce -1.5% 89,594 $11.4M
Arthur M. Cohen & Associates, LLC 2.02% Reduce -1.6% 89,234 $11.4M
IFP Advisors, Inc 0.37% Add +0.7% 88,632 $11.3M
Stonebridge Capital Advisors LLC 0.91% Add +4.7% 88,340 $11.3M
Prentice Wealth Management LLC 3.26% Add +2.5% 88,247 $11.3M
Capstone Wealth Management Group, LLC 5.99% Reduce -0.5% 87,746 $11.2M
Ironwood Wealth Management, Inc. 5.52% New 88,739 $11.2M
Global Wealth Management Investment Advisory, Inc. 2.29% Add +4.3% 87,143 $11.1M
Ieq Capital, LLC 0.11% Add +4.9% 86,905 $11.1M
SWAN Capital LLC 5.40% Add +8.5% 86,702 $11.1M
Pettinga Financial Advisors LLC 2.47% Add +10.9% 85,546 $10.9M
Apeiron RIA LLC 3.04% Reduce -16.3% 85,133 $10.9M
Certified Advisory Corp 1.18% Add +1.3% 84,923 $10.8M
CIBC Private Wealth Group LLC 0.02% Reduce -1.5% 83,514 $10.7M
Grandview Asset Management LLC 3.91% New 83,423 $10.6M
Stephens Inc. 0.15% Add +6.2% 82,948 $10.6M
Seneca Financial Advisors LLC 5.24% Add +1.4% 82,723 $10.6M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -0.1% 81,294 $10.4M
Sigma Investment Counselors Inc. 0.61% Reduce -2.3% 80,938 $10.3M
Associated Banc-Corp 0.31% Reduce -3.0% 80,528 $10.3M
EPG Wealth Management LLC 2.71% Reduce -11.8% 80,509 $10.3M
United Capital Financial Advisors, LLC 0.09% Reduce -1.3% 79,673 $10.2M
Romano Brothers and Company 1.28% Reduce -1.1% 79,289 $10.1M
Strategic Family Wealth Counselors, L.L.C. 3.28% Add +4.1% 78,982 $10.1M
Penney Financial, LLC 6.75% Add +1.9% 78,930 $10.1M
Deutsche Bank AG 0.00% Reduce -19.3% 78,790 $10.1M
Pinnacle Financial Group, LLC / IL 3.93% Add +5.7% 78,605 $10.0M
Granite FO LLC 5.72% Reduce -0.3% 78,528 $10.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +3.1% 77,885 $9.9M
Summit Wealth Partners, LLC 2.03% Reduce -6.3% 77,495 $9.9M
Octavia Wealth Advisors, LLC 1.19% Add +7.3% 77,092 $9.8M
Paradigm Capital Management, LLC 9.26% Add +1.0% 76,598 $9.8M
Kestra Private Wealth Services, LLC 0.17% Reduce -9.3% 76,086 $9.7M
Iron Gate Global Advisors LLC 1.36% Add +6.6% 75,684 $9.7M
Baron Silver Stevens Financial Advisors, LLC 1.63% Add +2.0% 75,071 $9.6M
Howe & Rusling Inc. 0.82% Add +14.6% 74,931 $9.6M
waypoint wealth counsel 6.15% Add +1.4% 73,856 $9.4M
Pps&v Asset Management Consultants, Inc. 6.35% Reduce -0.7% 73,708 $9.4M
Atlas Legacy Advisors, LLC 2.28% — 73,616 $9.4M
Brown Advisory Inc. 0.01% Add +1.0% 73,582 $9.4M
AMG National Trust Bank 0.25% Add +0.3% 72,526 $9.2M
Raab & Moskowitz Asset Management LLC 2.26% Add +7.0% 72,195 $9.2M
Milestone Investment Advisors LLC 2.50% Add +2.6% 72,143 $9.2M
Crescent Grove Advisors, LLC 0.91% Reduce -0.7% 71,912 $9.2M
Brookstone Capital Management 0.13% Add +1.4% 71,805 $9.2M
Woodmont Investment Counsel LLC 0.68% Reduce -2.5% 71,602 $9.1M
Rollins Financial Advisors, LLC 1.42% Add +6.0% 71,309 $9.1M
Park Avenue Securities LLC 0.09% Add +11.3% 71,306 $9.1M
Sonata Capital Group Inc. 3.71% Reduce -1.3% 70,290 $9.0M
Arax Advisory Partners 0.56% Add +5.4% 70,033 $8.9M
Robertson Stephens Wealth Management, LLC 0.32% Add +1.5% 69,969 $8.9M
Country Club Bank 0.60% Reduce -3.3% 70,077 $8.9M
Sterling Financial Planning, Inc. 3.28% Add +0.7% 69,863 $8.9M
Accretive Wealth Partners, LLC 3.77% Add +0.7% 69,693 $8.9M
Matrix Asset Advisors Inc. 0.96% Add +5.3% 69,204 $8.8M
Elevation Point Wealth Partners, LLC 0.71% Add +3.1% 68,946 $8.8M
HBW Advisory Services LLC 0.90% Add +1.7% 68,945 $8.8M
Flagship Harbor Advisors, LLC 0.46% Add +3.5% 68,901 $8.8M
EP Wealth Advisors, LLC 0.07% Add +3.2% 67,630 $8.6M
Evergreen Wealth Management, LLC 5.08% Reduce -0.5% 67,394 $8.6M
Avantax Planning Partners, Inc. 0.31% Reduce -1.7% 66,446 $8.5M
Summit Financial, LLC 0.30% Add +0.9% 66,138 $8.4M
Cascade Financial Partners, LLC 1.09% Reduce -1.3% 65,793 $8.4M
Sound View Wealth Advisors Group, LLC 0.67% Add +8.2% 65,492 $8.4M
Evergreen Capital Management LLC 0.27% Reduce -1.5% 65,312 $8.3M
ArborFi Advisors, LLC 8.27% — 64,583 $8.2M
GW Henssler & Associates Ltd. 0.47% Reduce -0.3% 64,105 $8.2M
StoneX Group Inc. 0.45% Reduce -52.3% 64,258 $8.2M
Capital Analysts, LLC 0.33% Reduce -1.5% 64,107 $8.2M
180 Wealth Advisors, LLC 1.28% Reduce -0.1% 64,021 $8.2M
Thrivent Financial for Lutherans 0.02% Reduce -1.8% 62,521 $8.2M
Means Investment Co., Inc. 0.84% Reduce -1.6% 63,617 $8.1M
Darrow Company, Inc. 4.70% Reduce -2.7% 63,577 $8.1M
MAI Capital Management 0.06% Add +105.0% 63,485 $8.1M
HB Wealth Management, LLC 0.08% Reduce -2.4% 63,464 $8.1M
Chelsea Counsel Co. 4.13% Reduce -26.9% 62,650 $8.0M
Agilis Partners LLC 2.39% Reduce -1.9% 62,304 $7.9M
Leelyn Smith, LLC 1.41% Reduce -1.7% 62,228 $7.9M
Spreng Capital Management, Inc. 3.50% Add +7.0% 61,563 $7.9M
BIP Wealth, LLC 0.52% Reduce -6.0% 61,159 $7.8M
AA Financial Advisors, LLC 2.08% Add +16.2% 61,148 $7.8M
Williams Jones Wealth Management, LLC. 0.09% Reduce -5.0% 61,147 $7.8M
Sage Financial Management Group, Inc. 2.89% Reduce -0.3% 61,141 $7.8M
Kingsview Wealth Management, LLC 0.15% Add +19.4% 61,082 $7.8M
Foundations Investment Advisors, LLC 0.15% Add +68.2% 60,752 $7.8M
Montz Harcus Wealth Management LLC 4.31% Add +3.5% 60,412 $7.7M
RDA Financial Network 2.24% Reduce -0.3% 60,116 $7.7M
Quadcap Wealth Management, LLC 1.12% Reduce -6.8% 59,782 $7.6M
Atria Investments, Inc 0.09% Add +1.4% 59,771 $7.6M
XML Financial, LLC 0.70% Reduce -4.2% 59,685 $7.6M
Bremer Bank National Association 1.51% No change 59,633 $7.6M
Whittier Trust Co. 0.10% Reduce -1.0% 59,371 $7.6M
Tilson Financial Group, Inc. 3.09% Reduce -0.7% 59,344 $7.6M
Eagle Strategies LLC 1.30% Add +0.6% 59,032 $7.5M
Tide Cove Capital Partners LLC 6.47% — 58,817 $7.5M
Independent Financial Group, LLC 0.25% Add +0.3% 58,537 $7.5M
Cwm, LLC 0.03% Add +10.9% 58,036 $7.4M
Armor Investment Advisors, LLC 3.03% Reduce -2.9% 57,805 $7.4M
Quest Investment Management LLC 0.85% Reduce -7.8% 57,215 $7.3M
Stillwater Capital Advisors, LLC 0.89% Reduce -0.6% 56,469 $7.2M
Davidson Investment Advisors 0.35% Reduce -3.3% 56,396 $7.2M
Consolidated Portfolio Review Corp 1.14% Add +50.2% 56,213 $7.2M
JFS Wealth Advisors, LLC 0.49% Reduce -4.9% 56,067 $7.2M
Walled Lake Planning & Wealth Management, LLC 2.65% Add +1.3% 55,745 $7.1M
Rooted Wealth Advisors, Inc. 2.78% Add +5.3% 55,651 $7.1M
WealthBridge Capital Management, LLC 1.96% Add +2.0% 55,240 $7.0M
Custos Family Office, LLC 2.47% Add +0.1% 55,236 $7.0M
Evanson Asset Management, LLC 0.48% Add +0.5% 55,120 $7.0M
Harbour Investments, Inc. 0.20% Add +4.0% 55,008 $7.0M
Founders Grove Wealth Partners, LLC 2.03% — 54,882 $7.0M
Yarger Wealth Strategies, LLC 4.01% Reduce -26.7% 54,467 $6.9M
Sage Rhino Capital LLC 1.49% Reduce -0.6% 53,584 $6.8M
Oxler Private Wealth LLC 2.25% Reduce -0.0% 53,553 $6.8M
Modera Wealth Management, LLC 0.08% Add +3.2% 53,439 $6.8M
Guardian Financial Partners, LLC 4.03% Add +6.6% 53,226 $6.8M
Global Retirement Partners, LLC 0.19% Add +1.3% 52,827 $6.7M
Goldstone Financial Group, LLC 1.06% Add +7.3% 52,779 $6.7M
Ranch Capital Advisors Inc. 3.14% Add +3.9% 52,085 $6.6M
Global Strategic Investment Solutions, LLC 0.78% Reduce -0.0% 52,045 $6.6M
City State Bank 2.31% Add +4.3% 51,403 $6.6M
Destiny Wealth Partners, LLC 1.07% Reduce -1.7% 51,314 $6.5M
OneAscent Financial Services LLC 0.55% New 51,064 $6.5M
Gunma Bank,Ltd. 2.15% Reduce -15.0% 51,000 $6.5M
Jmac Enterprises LLC 1.02% Add +4.6% 50,882 $6.5M
Prime Capital Investment Advisors, LLC 0.09% Add +1.5% 50,880 $6.5M
Concourse Financial Group Securities, Inc. 0.36% Add +2.6% 48,686 $6.4M
Semmax Financial Advisors Inc. 1.71% Add +28.7% 47,974 $6.4M
Mission Wealth Management, LP 0.15% Reduce -7.4% 49,783 $6.4M
Dodds Wealth, LLC 2.04% Reduce -1.5% 47,964 $6.3M
Chaney Capital Management, Inc. 2.96% Reduce -1.1% 48,961 $6.2M
Western Pacific Wealth Management, LP 5.01% Add +1.0% 48,704 $6.2M
Investors Research Corp 1.36% Add +5.9% 48,494 $6.2M
PFG Investments, LLC 0.38% Add +7.0% 48,097 $6.1M
Allen Capital Group, LLC 0.75% Add +0.4% 47,962 $6.1M
Trinity Financial Advisors LLC 2.32% Reduce -1.8% 47,892 $6.1M
Manning & Napier Advisors LLC 0.07% Reduce -16.7% 47,253 $6.0M
Talisman Wealth Advisors LLC 6.39% Add +3.6% 47,233 $6.0M
Clear Harbor Asset Management, LLC 0.48% Add +0.0% 46,939 $6.0M
Synovus Financial Corp. 0.08% Reduce -46.9% 46,916 $6.0M
First PREMIER Bank 1.52% Add +2.3% 46,820 $6.0M
Parallel Advisors, LLC 0.13% Reduce -3.1% 46,561 $5.9M
Tritonpoint Wealth, LLC 0.54% Add +1.0% 46,445 $5.9M
CoreCap Advisors, LLC 0.27% Add +19.9% 46,325 $5.9M
West Bancorporation Inc. 3.88% Add +12.6% 46,226 $5.9M
Dorsey & Whitney Trust CO LLC 0.32% No change 46,061 $5.9M
Glen Eagle Advisors, LLC 0.97% Reduce -9.6% 45,889 $5.9M
Lebenthal Global Advisors, LLC 1.07% Add +170.5% 45,767 $5.8M
Dumont & Blake Investment Advisors LLC 1.57% Reduce -0.4% 45,758 $5.8M
Biltmore Family Office, LLC 0.98% No change 45,522 $5.8M
Blackston Financial Advisory Group, LLC 2.89% Reduce -19.9% 45,415 $5.8M
Caprock Group, LLC 0.19% Reduce -4.3% 44,780 $5.7M
Busey Bank 0.19% Add +0.7% 44,758 $5.7M
MidAtlantic Capital Management, Inc. 4.14% Reduce -0.4% 44,333 $5.7M
GC Wealth Management RIA, LLC 0.99% Reduce -8.7% 43,984 $5.6M
Walter & Keenan Wealth Management LLC /in/ 1.70% Add +2.8% 43,967 $5.6M
Cypress Wealth Services, LLC 1.13% Reduce -2.5% 43,966 $5.6M
Union Savings Bank 2.75% Reduce -5.5% 43,781 $5.6M
Curran Financial Partners, LLC 1.46% Add +24.9% 43,688 $5.6M
Wealth Management Associates, Inc. 2.38% Add +0.7% 43,678 $5.6M
Accel Wealth Management 2.10% Reduce -4.0% 43,351 $5.5M
Uptick Partners, LLC 2.00% Add +6.0% 43,318 $5.5M
Childress Capital Advisors, LLC 1.54% Add +3.7% 43,140 $5.5M
Daiichi Life Insurance Co., Ltd. 0.15% Add +4.8% 43,084 $5.5M
Flywheel Private Wealth LLC 5.04% — 42,960 $5.5M
Creative Financial Designs Inc. 0.44% Add +8.0% 42,413 $5.4M
Bay Capital Advisors, LLC 4.34% — 42,319 $5.4M
Breakwater Investment Management 2.29% Add +12.5% 42,253 $5.4M
McGlone Suttner Wealth Management, Inc. 0.89% Add +13.2% 41,670 $5.3M
Wealthspan Partners, LLC 2.54% Add +7.4% 41,604 $5.3M
CoreFirst Bank & Trust 3.15% Add +4.0% 41,504 $5.3M
Principal Securities, Inc. 0.12% Add +1.1% 41,371 $5.3M
Telos Capital Management, Inc. 0.56% Add +1.6% 41,022 $5.2M
Gallagher Capital Advisors, LLC 3.80% — 40,846 $5.2M
Lane & Associates LLC 2.67% Add +11.1% 38,970 $5.2M
Arcataur Capital Management LLC 1.74% Reduce -0.0% 40,416 $5.2M
PFG Private Wealth Management, LLC 2.92% Reduce -43.5% 40,186 $5.1M
Independence Bank of Kentucky 0.79% Add +349.2% 40,124 $5.1M
Hofer & Associates. Inc 3.44% Reduce -0.2% 40,117 $5.1M
FFG Retirement Advisors LLC 3.32% Reduce -0.7% 39,776 $5.1M
OneDigital Investment Advisors LLC 0.06% Reduce -8.6% 39,127 $5.0M
CVA Family Office, LLC 0.79% Add +1.1% 38,975 $5.0M
Haverford Trust Co 0.05% Add +0.5% 38,928 $5.0M
Agf Management Ltd. 0.02% Reduce -19.8% 38,355 $4.9M
Covington Investment Advisors Inc. 0.73% Add +3.2% 38,350 $4.9M
Steel Grove Capital Advisors, LLC 0.69% New 38,071 $4.9M
MSH Capital Advisors LLC 1.51% Add +5.2% 37,570 $4.8M
Wilmington Savings Fund Society, FSB 0.09% Add +5.4% 37,434 $4.8M
Hickory Asset Management, Inc. 4.05% — 37,341 $4.8M
Franklin Resources Inc. 0.00% Add +117.3% 37,210 $4.7M
Cary Street Partners Financial LLC 0.15% — 37,000 $4.7M
Sigma Planning Corp 0.15% Reduce -5.0% 36,660 $4.7M
Sovereign Financial Group, Inc. 1.07% Add +7.0% 36,497 $4.7M
Orion Porfolio Solutions, LLC 0.05% Add +27.9% 36,318 $4.6M
Orion Portfolio Solutions, LLC 0.05% Add +27.9% 36,318 $4.6M
Rosenberg Matthew Hamilton 1.20% Add +1.4% 36,304 $4.6M
NORTHSTAR ASSET MANAGEMENT Co 1.05% Add +2.4% 36,015 $4.6M
Geneos Wealth Management Inc. 0.16% Add +9.3% 35,882 $4.6M
Rockland Trust Co. 0.23% Reduce -0.8% 35,520 $4.5M
Choreo, LLC 0.07% Reduce -39.8% 35,526 $4.5M
SageView Advisory Group, LLC 0.19% Add +0.6% 35,137 $4.5M
Apollon Wealth Management, LLC 0.10% Add +5.3% 35,039 $4.5M
Investor's Fiduciary Advisor Network, LLC 1.71% — 35,027 $4.5M
Mill Creek Capital Advisors, LLC 0.11% Add +0.3% 34,810 $4.4M
Embree Financial Group 0.75% Add +0.5% 34,508 $4.4M
J.W. Cole Advisors, Inc. 0.18% Add +0.4% 34,483 $4.4M
tru Independence LLC 1.38% Reduce -3.9% 34,440 $4.4M
Onyx Bridge Wealth Group LLC 0.63% Add +9.3% 34,374 $4.4M
Everett Harris & Co. 0.06% Add +0.7% 34,337 $4.4M
Benjamin Edwards Inc. 0.06% Add +9.7% 34,216 $4.4M
Sunburst Financial Group, LLC 1.08% Reduce -41.9% 34,169 $4.4M
Ritholtz Wealth Management 0.13% Add +0.9% 34,129 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -2.9% 34,020 $4.3M
Ironsides Asset Advisors, LLC 1.24% Reduce -1.6% 33,859 $4.3M
Prospera Financial Services Inc 0.10% Add +10.3% 33,784 $4.3M
Stuart Chaussee & Associates, Inc. 1.06% Add +5.4% 33,584 $4.3M
Advisors Capital Management, LLC 0.07% Add +1.5% 33,047 $4.2M
Kapstone Financial Advisors LLC 2.24% No change 31,812 $4.2M
Legacies Wealth LLC 3.25% Add +105.0% 32,815 $4.2M
Hanover Advisors Inc. 1.74% Reduce -3.4% 32,474 $4.1M
Fiduciary Group, LLC 0.41% Add +8.8% 32,382 $4.1M
CX Institutional 0.16% Add +75.5% 32,350 $4.1M
AdvisorNet Financial, Inc 0.34% Add +18.9% 32,240 $4.1M
Cannon Wealth Management Services, LLC 3.54% Add +3.9% 31,144 $4.1M
CORDA Investment Management, LLC. 0.32% Reduce -0.6% 31,834 $4.1M
Burns J W & Co. Inc. 0.52% Add +4.1% 31,662 $4.0M
Bridgewealth Advisory Group, LLC 1.14% Reduce -3.3% 30,109 $4.0M
Capital Investment Advisory Services, LLC 0.39% Add +0.9% 31,484 $4.0M
MassMutual Private Wealth & Trust, FSB 0.11% Add +337.1% 31,368 $4.0M
Donaldson Capital Management, LLC 0.15% Add +2.7% 31,322 $4.0M
Wealthspire Retirement, LLC 0.32% Reduce -11.2% 31,288 $4.0M
Thrive Capital Management, LLC 1.83% Reduce -20.4% 31,268 $4.0M
O'shaughnessy Asset Management, LLC 0.03% Add +11.1% 31,264 $4.0M
Brighton Securities Corp. 1.94% — 31,261 $4.0M
Armstrong Advisory Group, Inc. 0.32% Add +5.4% 31,190 $4.0M
Quantum Capital Management, LLC / NJ 0.43% Add +0.9% 31,166 $4.0M
Lake Street Advisors Group, LLC 0.18% Add +0.0% 31,139 $4.0M
Wealth Management Partners, LLC 1.70% Reduce -5.3% 30,892 $3.9M
Climber Capital SA 3.24% — 32,128 $3.9M
Pacific Center for Financial Services 1.01% Add +6.1% 30,719 $3.9M
Level Four Advisory Services, LLC 0.16% Reduce -21.1% 30,488 $3.9M
PAX Financial Group, LLC 0.69% Reduce -4.8% 30,418 $3.9M
LifeSteps Financial, Inc. 2.98% Reduce -0.5% 30,399 $3.9M
Parkside Financial Bank & Trust 0.51% Add +1.5% 30,396 $3.9M
Bantamac Capital, LLC 1.72% Reduce -0.7% 30,053 $3.8M
Atticus Wealth Management, LLC 1.19% Add +5.2% 30,010 $3.8M
Legacy Advisors, LLC 0.37% Add +15.8% 29,808 $3.8M
Ally Invest Advisors Inc. 0.33% Reduce -0.4% 29,632 $3.8M
Ayalon Insurance Comp Ltd. 1.16% No change 29,545 $3.8M
Cornell Pochily Investment Advisors, Inc. 1.31% Reduce -0.1% 29,414 $3.8M
Kohmann Bosshard Financial Services, LLC 0.45% Reduce -11.8% 29,290 $3.7M
Trust Co. of Vermont 0.18% Add +6.7% 29,011 $3.7M
Cornerstone Advisors Asset Management, LLC 0.80% Add +0.9% 29,009 $3.7M
Simon Quick Advisors, LLC 0.22% Reduce -0.6% 28,894 $3.7M
Victory Financial Group, LLC 0.97% — 28,820 $3.7M
Western Wealth Management, LLC 0.20% Add +38.4% 28,802 $3.7M
Oxinas Partners, LLC 2.14% Add +2.2% 28,645 $3.7M
Infinity Wealth Counsel, LLC 3.90% — 28,632 $3.7M
Leo Wealth, LLC 0.33% Add +170.6% 28,601 $3.6M
Richard C. Young & CO., LTD. 0.40% Add +1.9% 28,557 $3.6M
Ausdal Financial Partners, Inc. 0.31% Reduce -1.2% 28,486 $3.6M
Petix & Botte Co 0.95% Reduce -7.4% 28,423 $3.6M
Triangle Securities Wealth Management 0.92% Add +3.2% 28,222 $3.6M
IHT Wealth Management, LLC 0.12% Reduce -5.9% 28,194 $3.6M
Perigon Wealth Management, LLC 0.09% Add +3.6% 27,475 $3.6M
Culbertson A N & Co. Inc. 0.57% Reduce -0.8% 28,053 $3.6M
Trust Co 0.41% Add +1.1% 27,761 $3.5M
Orion Capital Management LLC 1.56% Reduce -2.9% 27,743 $3.5M
Voya Financial Advisors, Inc. 0.38% Add +0.7% 27,790 $3.5M
Scotia Capital Inc. 0.02% Add +32.1% 27,702 $3.5M
Flagstar Securities, Inc. 0.88% Reduce -2.3% 27,589 $3.5M
Chevy Chase Trust Holdings, LLC 0.01% Add +38.8% 27,548 $3.5M
Daymark Wealth Partners, LLC 0.15% Reduce -3.0% 27,488 $3.5M
Lion Street Advisors, LLC 1.11% Add +1.0% 27,357 $3.5M
Wells Financial Advisors INC 4.76% Add +3.9% 27,355 $3.5M
RFG Advisory, LLC 0.10% Add +3.1% 27,348 $3.5M
Seneca House Advisors 1.38% Add +21.6% 27,281 $3.5M
EverSource Wealth Advisors, LLC 0.20% Add +12.6% 27,222 $3.5M
Delta Financial Advisors LLC 1.28% No change 26,942 $3.4M
Archford Capital Strategies, LLC 0.52% Add +15.9% 26,936 $3.4M
Verdence Capital Advisors LLC 0.28% Reduce -0.3% 26,885 $3.4M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -15.9% 26,875 $3.4M
Lowe Wealth Advisors, LLC 1.44% Add +2.3% 26,437 $3.4M
Snowden Capital Advisors LLC 0.11% Add +12.4% 26,421 $3.4M
GTS Securities LLC 0.16% Add +32.2% 26,360 $3.4M
Advisor OS, LLC 0.39% Add +1.4% 26,348 $3.4M
Blue Barn Wealth, LLC 1.76% Reduce -1.2% 26,143 $3.3M
Bangor Savings Bank 0.31% Reduce -7.8% 26,043 $3.3M
Choate Investment Advisors 0.08% Add +0.5% 25,840 $3.3M
First Citizens Bank & Trust Co. 0.06% Add +45.9% 25,767 $3.3M
Signet Financial Management, LLC 0.42% Add +0.2% 25,756 $3.3M
Pekin Hardy Strauss, Inc. 0.42% Add +4.6% 25,650 $3.3M
KDT Advisors, LLC 4.80% — 25,634 $3.3M
Guyasuta Investment Advisors Inc. 0.21% Add +2.8% 25,568 $3.3M
Kades & Cheifetz LLC 1.67% Add +187.7% 25,567 $3.3M
World Investment Advisors 0.09% Add +10.9% 25,444 $3.2M
Sowell Financial Services LLC 0.17% Reduce -37.5% 25,282 $3.2M
FRG Family Wealth Advisors LLC 0.58% Add +5.0% 25,218 $3.2M
Silverlake Wealth Management LLC 1.24% Reduce -4.5% 25,198 $3.2M
Old Port Advisors 0.92% Reduce -1.5% 25,116 $3.2M
New Covenant Trust Company, N.A. 3.17% No change 25,055 $3.2M
MJP Associates Inc. 0.57% Add +0.8% 24,906 $3.2M
Founders Financial Alliance, LLC 0.87% Reduce -2.8% 24,849 $3.2M
Sagespring Wealth Partners, LLC 0.08% — 24,658 $3.1M
Mechanics Bank Trust Department 0.42% Reduce -0.1% 24,630 $3.1M
Montecito Bank & Trust 0.54% Reduce -4.1% 24,588 $3.1M
Mainsail Asset Management, LLC 2.18% Reduce -4.2% 24,489 $3.1M
Cambridge Capital Management, LLC 2.00% Reduce -1.1% 24,448 $3.1M
Wealthedge Investment Advisors, LLC 1.40% — 24,337 $3.1M
Financial Advocates Investment Management 0.18% Reduce -13.6% 24,258 $3.1M
Parsons Capital Management Inc. 0.17% Reduce -6.0% 24,228 $3.1M
Alpha Cubed Investments, LLC 0.14% Add +13.8% 24,227 $3.1M
Tiaa Trust, National Association 0.01% Reduce -4.5% 24,161 $3.1M
German American Bancorp, Inc. 0.32% No change 24,121 $3.1M
Meridian Wealth Management, LLC 0.15% Add +6.3% 24,058 $3.1M
Confluence Wealth Services, Inc. 0.20% Add +14.0% 22,999 $3.1M
Savant Capital, LLC 0.02% Reduce -14.6% 23,940 $3.1M
StrongBox Wealth, LLC 1.29% Add +7.3% 23,936 $3.1M
Manchester Capital Management LLC 0.35% No change 23,780 $3.0M
Sapient Capital LLC 0.06% Reduce -0.9% 23,749 $3.0M
Bowman & Co S.C. 1.57% Reduce -1.4% 23,699 $3.0M
Davidson Trust Co. 1.55% Reduce -5.0% 23,660 $3.0M
Forza Wealth Management, LLC 1.37% Reduce -0.3% 23,566 $3.0M
Wedmont Private Capital 0.16% Add +0.2% 23,807 $3.0M
Fiduciary Advisors, Inc. 3.02% — 23,529 $3.0M
Disciplined Investors, L.L.C. 2.89% — 23,589 $3.0M
Whittier Trust Co. of Nevada Inc. 0.07% Add +13.5% 23,169 $3.0M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -26.5% 22,887 $2.9M
Compass Ion Advisors, LLC 0.35% Add +10.2% 22,804 $2.9M
Warner Financial, Inc. 1.25% Add +0.7% 22,796 $2.9M
Avidian Wealth Enterprises, LLC 0.13% Reduce -0.4% 22,410 $2.9M
Burke & Herbert Bank & Trust Co. 0.68% Add +4.8% 22,362 $2.9M
Betterment LLC 0.01% Add +11.3% 22,301 $2.8M
Graypoint LLC 0.17% Reduce -2.5% 22,221 $2.8M
Panoramic Investment Advisors, LLC 1.84% Add +0.1% 22,086 $2.8M
Platform Technology Partners 0.85% No change 21,996 $2.8M
Keystone Financial Planning, Inc. 0.87% Reduce -5.4% 21,889 $2.8M
Citizens Financial Group Inc. 0.05% Add +12.8% 21,765 $2.8M
Signature Estate & Investment Advisors LLC 0.07% Reduce -1.4% 21,732 $2.8M
Cozad Asset Management Inc. 0.26% Add +7.5% 21,702 $2.8M
1900 Wealth Management LLC 0.23% Reduce -1.9% 21,618 $2.8M
Diversified Portfolios, Inc. 0.30% No change 21,596 $2.8M
Martin Worley Group 1.71% — 21,484 $2.7M
Intellectus Partners, LLC 0.61% No change 21,350 $2.7M
Connecticut Wealth Management, LLC 0.13% No change 21,342 $2.7M
Prudent Man Advisors, LLC 0.99% Reduce -0.0% 21,274 $2.7M
Jackson Wealth Management, LLC 0.31% Add +7.5% 21,212 $2.7M
Northstar Group, Inc. 0.47% Add +2.0% 20,963 $2.7M
U.S. Capital Wealth Advisors, LLC 0.08% Add +2.0% 20,952 $2.7M
International Assets Investment Management, LLC 0.22% New 20,941 $2.7M
Private Portfolio Partners LLC 0.49% Add +2.7% 20,790 $2.7M
Citizens National Bank Trust Department 0.55% Reduce -1.5% 20,429 $2.6M
WCG Wealth Advisors LLC 0.17% Add +8.8% 20,095 $2.6M
Schroder Investment Management Group 0.00% Reduce -12.6% 20,039 $2.6M
Rwa Wealth Partners, LLC 0.03% Reduce -2.0% 19,886 $2.5M
TRUE Private Wealth Advisors 0.31% Add +0.2% 19,778 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -0.8% 19,768 $2.5M
Mount Lucas Management LP 0.87% Reduce -1.6% 19,647 $2.5M
Arrowroot Family Office, LLC 1.30% Add +24.4% 19,641 $2.5M
Eukles Asset Management 1.06% Reduce -3.0% 19,522 $2.5M
Integrity Wealth Solutions LLC 1.39% Reduce -9.8% 19,494 $2.5M
Antonelli Financial Advisors, LLC 2.10% — 19,436 $2.5M
Saxon Interests, Inc. 1.09% Reduce -12.3% 19,388 $2.5M
M.E. Allison & Co., Inc. 2.72% — 19,371 $2.5M
VeraBank, N.A. 0.69% Reduce -0.1% 19,254 $2.5M
Pallas Capital Advisors LLC 0.10% Add +2.0% 19,189 $2.4M
Kovack Advisors, Inc. 0.24% Add +1.1% 19,057 $2.4M
Lodestar Private Asset Management LLC 0.30% Add +2.0% 19,001 $2.4M
Sageworth Trust Co 0.15% No change 18,985 $2.4M
Hayek Kallen Investment Management 0.88% Reduce -68.5% 18,984 $2.4M
Aegis Wealth Management LLC 1.63% — 18,870 $2.4M
North Star Asset Management Inc. 0.11% Reduce -1.4% 18,776 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -5.0% 18,800 $2.4M
OMNI 360 Wealth, Inc. 1.59% Add +7.2% 18,741 $2.4M
Investment Management Corp. /Va/ 2.14% — 18,735 $2.4M
Carnegie Investment Counsel 0.07% Add +18.7% 18,575 $2.4M
Obermeyer Wealth Partners 0.12% Add +4.3% 18,392 $2.3M
Highland Financial Advisors, LLC 0.81% Reduce -50.0% 18,369 $2.3M
New England Private Wealth Advisors LLC 0.37% Add +25.7% 18,119 $2.3M
Independent Wealth Network Inc. 0.94% Add +1.2% 18,136 $2.3M
Phoenix Financial Ltd. 0.03% Reduce -43.8% 18,134 $2.3M
Roundview Capital LLC 0.16% Add +2.9% 18,131 $2.3M
Meritage Portfolio Management 0.14% Reduce -1.0% 17,965 $2.3M
Farther Finance Advisors, LLC 0.08% Add +3.1% 17,919 $2.3M
Diversify Advisory Services, LLC 0.13% Reduce -3.9% 18,112 $2.3M
B.O.S.S. Retirement Advisors, LLC 0.64% Add +399.5% 17,901 $2.3M
Wilkins Miller Wealth Management, LLC 2.38% — 17,861 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +5.7% 17,858 $2.3M
Riverbend Wealth Management, LLC 2.03% — 17,815 $2.3M
Fonville Wealth Management LLC 0.75% Reduce -2.1% 17,790 $2.3M
Koshinski Asset Management, Inc. 0.19% Reduce -1.6% 17,696 $2.3M
Colony Family Offices, LLC 0.71% No change 17,649 $2.3M
Collective Family Office LLC 0.62% Reduce -1.3% 17,601 $2.2M
Blankinship & Foster, LLC 0.55% No change 17,560 $2.2M
Bensler, LLC 0.27% Reduce -4.5% 17,549 $2.2M
Consultiva Wealth Management, Corp. 11.18% No change 17,468 $2.2M
Opes Wealth Management LLC 0.46% Add +22.2% 17,407 $2.2M
Bouchey Financial Group, Ltd. 0.19% Add +2.0% 17,367 $2.2M
Delta Financial Group, Inc. 0.52% New 17,364 $2.2M
Weaver Consulting Group 0.68% Add +7.5% 17,347 $2.2M
Ascent Group, LLC 0.17% Reduce -2.5% 17,347 $2.2M
Arq Wealth Advisors, LLC 0.84% Add +9.8% 17,226 $2.2M
My Personal CFO, LLC 1.12% No change 17,165 $2.2M
Elite Financial, Inc. 1.19% — 17,164 $2.2M
Harbor Investment Advisory, LLC 0.20% Add +0.4% 17,143 $2.2M
R. W. Roge & Company, Inc. 1.18% Reduce -41.5% 17,132 $2.2M
Factor Wealth Management LTD 0.72% — 17,089 $2.2M
Webster Bank, N. A. 0.23% Add +4.7% 17,000 $2.2M
Capital Advantage, Inc. 0.39% Reduce -0.2% 16,908 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Reduce -1.6% 16,905 $2.2M
Brighton Jones LLC 0.06% Add +23.3% 16,836 $2.1M
Lake Hills Wealth Management, LLC 1.47% Add +3.3% 16,828 $2.1M
Stonebridge Financial Planning Group, LLC 0.96% New 16,767 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.8% 16,767 $2.1M
Keystone Financial Group 0.21% Add +0.5% 16,749 $2.1M
Kuhn & Co Investment Counsel 1.81% Add +3.2% 16,706 $2.1M
Tradition Wealth Management, LLC 0.19% Reduce -0.8% 16,602 $2.1M
Diversified Trust Co. 0.05% Add +1.6% 16,465 $2.1M
Neuberger Berman Group LLC 0.00% Reduce -2.7% 16,453 $2.1M
AssuredPartners Investment Advisors, LLC 0.41% — 16,418 $2.1M
Auour Investments LLC 0.73% Add +3.0% 15,766 $2.1M
Clarity Capital Advisors, LLC 1.40% Add +47.3% 16,354 $2.1M
QRG Capital Management, Inc. 0.02% Add +3.4% 16,299 $2.1M
Pennsylvania Capital Management Inc. 0.71% No change 16,258 $2.1M
Essex Bank 0.51% Add +2.8% 16,212 $2.1M
First Merchants Corp. 0.08% Reduce -0.3% 16,199 $2.1M
Arkadios Wealth Advisors 0.11% Add +30.0% 16,193 $2.1M
Investmark Advisory Group LLC 1.01% Reduce -1.1% 16,164 $2.1M
Carr Financial Group Corp 0.65% Add +2.0% 16,131 $2.1M
Good Life Advisors, LLC 0.15% Add +356.5% 16,122 $2.1M
Hickory Point Bank & Trust 1.82% — 16,112 $2.1M
Union Bancaire Privee, UBP SA 0.04% — 16,100 $2.0M
Rockingstone Advisors LLC 0.91% Add +0.6% 16,060 $2.0M
Wealthcare Capital Partners, LLC 1.07% — 16,057 $2.0M
Rehmann Capital Advisory Group 0.13% Add +17.1% 15,999 $2.0M
Logan Capital Management Inc. 0.09% Reduce -0.4% 15,924 $2.0M
Janus Henderson Group PLC 0.00% Reduce -5.3% 15,915 $2.0M
Diversify Wealth Management, LLC 0.16% Add +1.6% 16,082 $2.0M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $2.0M
Regal Investment Advisors LLC 0.15% Reduce -0.4% 15,863 $2.0M
Joseph Group Capital Management 0.79% Add +2.3% 15,784 $2.0M
Circle Wealth Management, LLC 0.04% Reduce -3.3% 15,680 $2.0M
Leavell Investment Management, Inc. 0.10% Reduce -4.8% 15,665 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Add +32.8% 15,639 $2.0M
Ibex Wealth Advisors 0.23% New 15,638 $2.0M
Coordinated Financial Services, Inc. 1.57% — 15,533 $2.0M
Orgel Wealth Management, LLC 0.05% Add +0.9% 15,505 $2.0M
Vicus Capital 0.17% Reduce -1.9% 15,447 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +7.7% 15,178 $1.9M
Capital Advisors Inc. 0.04% Add +5.6% 15,176 $1.9M
Axis Wealth Partners, LLC 1.63% — 15,120 $1.9M
Copperwynd Financial, LLC 0.53% Add +145.7% 15,080 $1.9M
SP Asset Management LLC 0.16% Add +0.8% 14,999 $1.9M
HUB Investment Partners, LLC 0.08% Reduce -0.1% 14,997 $1.9M
Bristlecone Advisors, LLC 0.15% Reduce -0.1% 14,914 $1.9M
New Insight Wealth Advisors 0.95% Add +3.1% 14,895 $1.9M
InvesTrust 0.53% — 14,873 $1.9M
Capital City Trust Co. 0.47% Reduce -6.7% 14,822 $1.9M
Columbus Macro, LLC 0.26% No change 14,805 $1.9M
Glass Jacobson Investment Advisors llc 0.62% Reduce -5.8% 14,698 $1.9M
Formidable Asset Management, LLC 0.31% Reduce -13.7% 14,687 $1.9M
BlackRock, Inc. 0.00% Add +20.9% 14,641 $1.9M
Kingswood Wealth Advisors, LLC 0.14% Reduce -11.6% 14,633 $1.9M
Pacific Sun Financial Corp 1.01% Reduce -0.8% 14,566 $1.9M
FF Advisors,LLC 1.27% Reduce -1.1% 14,075 $1.9M
Private Trust Co. NA 0.19% Add +1.0% 14,392 $1.8M
Croban 1.79% — 14,262 $1.8M
Snider Financial Group 0.56% New 14,261 $1.8M
CGN Advisors LLC 0.18% Add +18.1% 14,257 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.89% Reduce -1.4% 14,228 $1.8M
AIMZ Investment Advisors, LLC 0.63% Reduce -1.1% 14,204 $1.8M
Mgo One Seven LLC 0.07% Reduce -0.9% 14,035 $1.8M
North Star Investment Management Corp. 0.12% Add +2.0% 14,022 $1.8M
Strategic Wealth Partners, Ltd. 0.15% Add +11.3% 13,354 $1.8M
LVW Advisors, LLC 0.22% Add +33.5% 13,987 $1.8M
AlTi Global, Inc. 0.04% No change 13,979 $1.8M
Redhawk Wealth Advisors, Inc. 0.24% Reduce -1.7% 13,936 $1.8M
Savvy Advisors, Inc. 0.21% Add +43.6% 13,907 $1.8M
Tme Financial, Inc. 1.65% — 13,757 $1.8M
Macquarie Group Ltd. 0.00% Reduce -54.8% 13,775 $1.8M
Glassman Wealth Services 0.30% Reduce -4.0% 13,774 $1.8M
KCM Investment Advisors LLC 0.06% Add +3.0% 13,738 $1.8M
National Bank of Canada 0.00% Add +15.7% 13,727 $1.8M
Financial Insights, Inc. 0.68% Reduce -2.5% 13,722 $1.8M
Financial Engines Advisors L.L.C. 0.00% Add +26.7% 13,634 $1.7M
Larson Financial Group LLC 0.09% Add +70.6% 13,619 $1.7M
Mraz, Amerine & Associates, Inc. 0.31% Reduce -21.6% 13,564 $1.7M
Creekside Partners 0.89% Reduce -0.2% 13,528 $1.7M
Coldstream Capital Management Inc. 0.04% Reduce -0.3% 13,492 $1.7M
Fifth Third Bancorp 0.01% Reduce -4.1% 13,485 $1.7M
N.E.W. Advisory Services LLC 0.16% Add +9.7% 13,483 $1.7M
SRH Advisors, LLC 0.51% Reduce -6.6% 13,387 $1.7M
Smith Salley Wealth Management 0.11% Add +56.9% 13,378 $1.7M
Dakota Wealth Management 0.04% Add +0.0% 13,371 $1.7M
Compass Investment Advisers LLC 4.94% — 13,324 $1.7M
Cahill Financial Advisors Inc. 0.23% Add +0.0% 13,275 $1.7M
Beacon Financial Advisory LLC 0.55% Reduce -2.7% 13,255 $1.7M
Ancora Advisors LLC 0.04% Reduce -0.2% 13,240 $1.7M
Ballentine Partners, LLC 0.03% Add +15.2% 13,209 $1.7M
Red Tortoise LLC 0.88% Add +0.2% 13,134 $1.7M
Westfuller Advisors, LLC 1.06% Reduce -1.8% 13,127 $1.7M
Bailard, Inc. 0.04% Add +122.8% 13,116 $1.7M
ZWJ Investment Counsel Inc. 0.07% Add +0.5% 13,049 $1.7M
Interactive Financial Advisors, Inc. 0.87% Add +3.4% 13,023 $1.7M
Fulton Bank, N.A. 0.06% Add +35.0% 13,015 $1.7M
Midland Wealth Advisors, LLC 0.10% Add +4.9% 13,004 $1.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -19.8% 13,003 $1.7M
Liberty Square Wealth Partners LLC 0.60% — 12,350 $1.7M
Burkett Financial Services, LLC 0.67% Add +0.3% 12,933 $1.7M
Verus Capital Partners, LLC 0.16% Reduce -2.0% 12,899 $1.6M
360 Financial, Inc. 0.59% Reduce -4.4% 12,891 $1.6M
Integrated Investment Consultants, LLC 0.34% Reduce -88.1% 12,882 $1.6M
Tempus Wealth Planning, LLC 0.50% Reduce -0.8% 12,863 $1.6M
Royal Fund Management, LLC 0.18% Reduce -50.4% 12,619 $1.6M
McNamara Financial Services, Inc. 0.38% Reduce -17.7% 12,683 $1.6M
Greenwich Wealth Management LLC 0.11% Add +56.2% 12,588 $1.6M
Tyler-Stone Wealth Management 0.28% Add +1.4% 12,542 $1.6M
Northcape Wealth Management, LLC 0.52% Reduce -0.4% 12,517 $1.6M
Flputnam Investment Management Co. 0.03% Reduce -88.8% 12,516 $1.6M
Bigelow Investment Advisors, LLC 0.75% Add +4.1% 12,502 $1.6M
Howland Capital Management LLC 0.07% Add +45.4% 12,488 $1.6M
Patten Group, Inc. 0.35% Add +3.4% 12,476 $1.6M
SVB Wealth LLC 0.03% New 12,399 $1.6M
Duncker Streett & Co. Inc. 0.29% Reduce -0.6% 12,336 $1.6M
Alexander Labrunerie & Co., Inc. 0.70% Add +3.2% 12,308 $1.6M
Gables Capital Management Inc. 0.76% No change 12,291 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -72.8% 12,267 $1.6M
Mather Group, Llc. 0.02% Add +0.0% 12,198 $1.6M
Walkner Condon Financial Advisors LLC 0.31% Add +0.4% 12,141 $1.5M
Strategic Blueprint, LLC 0.09% Add +8.1% 12,133 $1.5M
Evoke Wealth, LLC 0.04% Add +0.1% 12,116 $1.5M
Opinicus Capital, Inc. 1.30% Reduce -1.6% 12,091 $1.5M
Constant Guidance Financial LLC 1.33% Add +0.7% 12,086 $1.5M
O'ROURKE & COMPANY, Inc 0.76% Add +7.1% 12,084 $1.5M
Spire Wealth Management 0.05% Add +5.0% 11,971 $1.5M
Blue Chip Partners, LLC 0.13% Add +2.1% 11,940 $1.5M
Aspiriant, LLC 0.05% Add +15.4% 11,910 $1.5M
Fca Corp. 0.47% Add +2.1% 11,895 $1.5M
Charter Oak Capital Management, LLC 0.14% Add +2.2% 11,886 $1.5M
MCF Advisors LLC 0.11% Reduce -0.9% 11,878 $1.5M
Moseley Investment Management Inc. 0.59% Add +1.5% 11,799 $1.5M
Mosaic Family Wealth Partners, LLC 0.22% Reduce -5.0% 11,796 $1.5M
Precedent Wealth Partners, LLC 0.49% Add +0.1% 11,726 $1.5M
Cibc World Market Inc. 0.00% Add +11.1% 11,665 $1.5M
Founders Financial Securities LLC 0.13% Reduce -5.2% 11,612 $1.5M
Trilogy Capital Inc. 0.08% Reduce -0.3% 11,606 $1.5M
WMS Partners, LLC 0.08% No change 11,595 $1.5M
HBK Sorce Advisory LLC 0.04% Add +29.8% 11,591 $1.5M
Arete Wealth Advisors, LLC 0.11% Add +8.3% 11,579 $1.5M
Red Door Wealth Management, LLC 0.23% Add +0.6% 11,545 $1.5M
Riggs Capital Management LLC 1.44% — 11,482 $1.5M
GLOBALT Investments LLC / GA 0.06% Reduce -2.9% 11,470 $1.5M
Access Financial Services, Inc. 0.65% No change 11,447 $1.5M
Blake Schutter Theil Wealth Advisors, LLC 1.54% Add +0.1% 11,402 $1.5M
Moss Adams Wealth Advisors LLC 0.15% New 11,334 $1.4M
Quartz Partners, LLC 0.88% Add +1.2% 11,328 $1.4M
Richardson Capital Management LLC 0.92% Add +0.5% 11,321 $1.4M
Trinity Legacy Partners, LLC 0.37% Add +4.0% 11,291 $1.4M
Sovran Advisors, LLC 0.21% — 11,230 $1.4M
Root Financial Partners, LLC 0.18% New 11,206 $1.4M
Medallion Wealth Advisors, LLC 0.71% — 11,106 $1.4M
Novem Group 0.21% — 11,148 $1.4M
Main Street Financial Solutions, LLC 0.14% Reduce -21.1% 11,051 $1.4M
FAS Wealth Partners, Inc. 0.12% Reduce -2.3% 11,017 $1.4M
Signaturefd, LLC 0.03% Add +0.1% 10,987 $1.4M
Vermillion Wealth Management, Inc. 0.72% — 10,980 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +0.4% 10,872 $1.4M
Rothschild Investment LLC 0.09% Add +7.8% 10,872 $1.4M
Ti-Trust, Inc. 0.93% Reduce -2.3% 10,868 $1.4M
Mark Sheptoff Financial Planning, LLC 0.74% Reduce -0.9% 10,840 $1.4M
Compass Financial Services Inc 0.78% — 10,824 $1.4M
Transform Wealth, LLC 0.08% Add +35.8% 10,797 $1.4M
Tradewinds, LLC. 0.38% Add +0.8% 10,309 $1.4M
Cypress Point Wealth Management, LLC 0.43% No change 10,782 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +0.8% 10,770 $1.4M
Fulcrum Capital LLC 0.29% No change 10,765 $1.4M
Portland Financial Advisors Inc 3.69% — 10,740 $1.4M
Centaurus Financial, Inc. 0.08% Reduce -1.3% 10,732 $1.4M
Mascagni Wealth Management, Inc. 1.36% — 10,615 $1.4M
Relyea Zuckerberg Hanson LLC 0.18% Add +0.3% 10,728 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Reduce -0.7% 10,721 $1.4M
Valeo Financial Advisors, LLC 0.04% Add +79.2% 10,647 $1.4M
Smartleaf Asset Management LLC 0.14% Add +8.6% 10,662 $1.4M
Collaborative Wealth Managment Inc. 0.61% Reduce -1.0% 10,567 $1.3M
Freestone Capital Holdings, LLC 0.05% Add +2.4% 10,550 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Add +27.4% 10,505 $1.3M
Moller Wealth Partners 0.35% Add +60.4% 10,496 $1.3M
C M Bidwell & Associates Ltd. 0.81% Add +0.1% 10,478 $1.3M
Anchor Investment Management, LLC 0.12% Reduce -2.9% 10,459 $1.3M
Smith, Moore & Co. 0.12% Add +1.9% 10,373 $1.3M
Fairscale Capital, LLC 1.14% No change 10,359 $1.3M
UMB Bank, n.a. 0.02% No change 10,323 $1.3M
Thomasville National Bank 0.09% Add +57.3% 10,288 $1.3M
JT Stratford LLC 0.22% Reduce -0.3% 10,247 $1.3M
Fiducient Advisors LLC 0.16% Add +0.7% 10,241 $1.3M
Novare Capital Management LLC 0.11% No change 10,185 $1.3M
Birchcreek Wealth Management, LLC 0.81% Reduce -0.0% 10,142 $1.3M
W Advisors, LLC 0.80% Add +10.8% 10,078 $1.3M
Claris Financial LLC 0.84% — 10,076 $1.3M
Magnus Financial Group LLC 0.12% Add +19.9% 10,063 $1.3M
LJI Wealth Management, LLC 0.25% Reduce -0.5% 10,036 $1.3M
HM Payson & Co. 0.02% Reduce -0.3% 10,000 $1.3M
CPA Asset Management Group, LLC 0.59% No change 9,933 $1.3M
Quantinno Capital Management LP 0.01% Add +189.6% 9,919 $1.3M
Finward Bancorp 1.09% — 9,843 $1.3M
CRA Financial Services, LLC 0.21% Add +0.6% 9,812 $1.3M
Clarity Financial LLC 0.15% Reduce -6.5% 9,716 $1.2M
LGL Partners, LLC 0.18% No change 9,693 $1.2M
Holderness Investments Co. 0.27% Add +6.0% 9,611 $1.2M
First Trust Advisors LP 0.00% New 9,598 $1.2M
Zuckerman Investment Group, LLC 0.12% No change 9,265 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -1.3% 9,560 $1.2M
Prossimo Advisors, LLC 0.88% No change 9,545 $1.2M
HTLF Bank 0.14% Reduce -1.0% 9,544 $1.2M
TFB Advisors LLC 0.34% Add +12.9% 9,415 $1.2M
Rossmore Private Capital 0.15% No change 9,317 $1.2M
DF Dent & Co. Inc. 0.01% No change 9,308 $1.2M
Cardiff Park Advisors, LLC 0.11% Reduce -0.4% 9,301 $1.2M
Klingman & Associates, LLC 0.07% Reduce -2.0% 9,272 $1.2M
Ridgecrest Wealth Partners, LLC 0.64% Add +1.4% 9,238 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -75.9% 9,223 $1.2M
Thompson David Blair 0.86% — 9,207 $1.2M
Douglass Winthrop Advisors, LLC 0.02% No change 9,170 $1.2M
Bogart Wealth, LLC 0.06% Add +1.0% 9,140 $1.2M
Westbourne Investments, Inc. 0.68% — 9,083 $1.2M
Luminvest Wealth Management LLC 0.47% Add +0.0% 9,054 $1.2M
Park National Corp. 0.04% Reduce -1.4% 9,034 $1.2M
Retirement Planning Co of New England, Inc. 0.56% Add +2.5% 8,986 $1.1M
Stratos Investment Management, LLC 0.07% Add +29.8% 8,972 $1.1M
Compound Planning, Inc. 0.06% Add +53.9% 8,923 $1.1M
Valley National Advisers Inc. 0.20% Reduce -1.8% 8,885 $1.1M
Integral Investment Advisors, Inc. 0.37% Reduce -1.7% 8,865 $1.1M
Mayport, LLC 0.33% Add +5.5% 8,820 $1.1M
Capital Investment Advisors, LLC 0.02% Add +246.8% 8,794 $1.1M
Gateway Wealth Partners, LLC 0.29% Add +0.4% 8,788 $1.1M
Archer Investment Corp 0.30% Reduce -0.0% 8,756 $1.1M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.7% 8,746 $1.1M
Fort Sheridan Advisors LLC 0.16% Add +1.5% 8,614 $1.1M
Scott Capital Advisors, LLC 0.31% Reduce -1.7% 8,611 $1.1M
Vantage Financial Partners, LLC 0.27% Reduce -0.4% 8,560 $1.1M
Wimmer Associates 1, LLC 0.54% Add +5.2% 8,522 $1.1M
G2 Capital Management, LLC / Oh 0.32% No change 8,522 $1.1M
River Street Advisors LLC 0.55% Reduce -4.6% 8,395 $1.1M
Cambridge Financial Group, LLC 0.46% No change 8,363 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.5% 8,346 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -4.3% 8,323 $1.1M
Strategic Advocates LLC 0.36% Reduce -2.8% 8,297 $1.1M
Gould Asset Management LLC 0.22% Add +5.2% 8,290 $1.1M
Poehling Capital Management, INC. 0.26% No change 8,276 $1.1M
Patton Albertson Miller Group, LLC 0.14% Reduce -11.3% 8,264 $1.1M
Vision Capital Management, Inc. 0.15% No change 8,254 $1.1M
Asset Dedication, LLC 0.08% Add +59.9% 8,189 $1.0M
Values Added Financial LLC 0.60% Add +94.3% 8,188 $1.0M
Vantage Investment Partners, LLC 0.09% No change 8,132 $1.0M
Invst, LLC 0.13% Reduce -25.8% 8,092 $1.0M
Napatree Capital LLC 0.60% Add +47.9% 8,028 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +399250.0% 7,987 $1.0M
Marcum Wealth, LLC 0.09% Reduce -0.8% 7,979 $1.0M
Winebrenner Capital Management LLC 0.78% — 7,965 $1.0M
Coastwise Capital Group, LLC 0.81% Reduce -0.5% 7,954 $1.0M
Miramar Capital, LLC 0.24% Add +13.1% 7,921 $1.0M
Morton Capital Management LLC 0.19% Add +0.0% 7,918 $1.0M
Beaumont Financial Advisors, LLC 0.08% Reduce -2.8% 7,869 $1.0M
Fortis Group Advisors, LLC 0.19% Add +0.2% 7,831 $999K
Thrive Wealth Management, LLC 0.18% Reduce -0.3% 7,830 $999K
Plancorp, LLC 0.04% No change 7,805 $996K
Jaffetilchin Investment Partners, LLC 0.07% Add +0.7% 7,802 $995K
MBA Advisors LLC 0.50% Reduce -2.3% 7,787 $994K
Next Capital Management LLC 0.41% No change 7,778 $992K
Winthrop Advisory Group LLC 0.12% Add +12.7% 7,776 $992K
Columbia River Financial Group, LLC 0.68% — 7,710 $983K
LexAurum Advisors, LLC 0.20% Add +3.8% 7,701 $983K
Signal Advisors Wealth, LLC 0.11% Reduce -9.2% 7,673 $979K
Compass Financial Group, INC 0.19% Reduce -2.2% 7,668 $978K
Curtis Advisory Group, LLC 0.26% No change 7,666 $978K
Madison Wealth Partners, Inc 0.27% Add +5.2% 7,651 $976K
Eldridge Investment Advisors, Inc. 0.23% Reduce -11.4% 7,643 $975K
Sara-Bay Financial 0.36% Add +4.5% 7,593 $967K
Harmony Asset Management LLC 0.38% Reduce -12.0% 7,563 $965K
TD Waterhouse Canada Inc. 0.01% Add +11.5% 7,512 $959K
Rockbridge Investment Management, LCC 0.12% Reduce -0.1% 7,503 $957K
Condor Capital Management 0.08% No change 7,498 $957K
Two Sigma Securities, LLC 0.17% New 7,490 $956K
Anson Capital, Inc. 0.83% Reduce -0.2% 7,483 $955K
Lynx Investment Advisory 0.65% Add +1.1% 7,460 $952K
Jackson Hole Capital Partners, LLC 0.19% No change 7,445 $950K
Tobias Financial Advisors, Inc. 0.19% Add +2.8% 7,437 $949K
Chicago Partners Investment Group LLC 0.03% Reduce -6.2% 7,413 $949K
Curi Capital, LLC 0.02% No change 7,414 $946K
Fifth Third Wealth Advisors LLC 0.05% Add +0.3% 7,400 $944K
ORBA Wealth Advisors, L.L.C. 0.49% No change 7,390 $943K
Southland Equity Partners LLC 0.22% Reduce -3.1% 7,388 $943K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Add +4.0% 7,053 $940K
Liberty Capital Management, Inc. 0.21% No change 7,359 $939K
Axxcess Wealth Management, LLC 0.02% Add +230.8% 7,350 $938K
Key Financial Inc 0.21% No change 7,324 $934K
Covestor Ltd 0.59% Add +2.0% 7,323 $934K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +0.5% 7,303 $932K
Aspen Grove Capital, LLC 0.20% No change 7,250 $925K
Old Mission Investment Co LLC 0.27% Reduce -0.3% 7,175 $915K
NCM Capital Management, LLC 0.41% New 7,156 $913K
Willis Johnson & Associates, Inc. 0.07% Add +0.9% 7,141 $911K
Nilsine Partners, LLC 0.10% Add +33.6% 7,105 $907K
Courage Miller Partners, LLC 0.31% No change 7,081 $903K
Murphy, Middleton, Hinkle & Parker, Inc. 0.51% No change 7,065 $901K
Paces Ferry Wealth Advisors, LLC 0.44% Reduce -2.4% 7,063 $901K
NorthRock Partners, LLC 0.03% Reduce -43.6% 7,051 $900K
Uptown Financial Advisors LLC 0.97% — 7,049 $899K
Ackerman Capital Advisors, LLC 0.24% No change 7,039 $898K
Wedbush Securities Inc. 0.03% Reduce -0.4% 6,999 $893K
Mayflower Financial Advisors, LLC 0.13% Add +0.8% 6,997 $893K
Greenhouse Wealth Management, LLC 0.59% Add +0.8% 6,993 $892K
Stratos Wealth Advisors, LLC 0.04% Reduce -70.4% 6,987 $892K
Continuum Advisory, LLC 0.11% Add +2.5% 6,985 $891K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 6,965 $889K
Glenview Trust Co 0.02% Reduce -2.9% 6,930 $884K
Steigerwald, Gordon & Koch Inc. 0.10% Add +0.3% 6,913 $882K
Huntleigh Advisors, Inc. 0.19% — 6,908 $881K
AQR Capital Management 0.00% Add +18.3% 6,905 $881K
Allie Family Office LLC 0.49% No change 6,863 $876K
Lindbrook Capital, LLC 0.08% Reduce -22.6% 6,838 $872K
FLC Capital Advisors 0.20% New 6,806 $868K
Vista Investment Management 0.33% Add +11.3% 6,795 $867K
MOKAN Wealth Management Inc. 0.55% — 6,768 $863K
West Branch Capital LLC 0.28% Reduce -2.1% 6,764 $863K
First Command Advisory Services, Inc. 0.01% Reduce -19.3% 6,755 $862K
Cornerstone Wealth Group, LLC 0.07% Reduce -0.2% 6,744 $860K
Gladstone Institutional Advisory LLC 0.04% Add +0.8% 6,742 $860K
TruWealth Advisors, LLC 0.05% Reduce -2.8% 6,734 $859K
Kathleen S. Wright Associates Inc. 0.36% Add +14.0% 6,684 $853K
Apollon Financial, LLC 0.21% Add +0.2% 6,641 $847K
Texas Capital Bank Wealth Management Services Inc 0.09% Add +35.7% 6,638 $847K
Corus Family Wealth Advisors 0.57% Reduce -0.1% 6,627 $846K
Quest 10 Wealth Builders, Inc. 0.83% — 6,566 $838K
Moloney Securities Asset Management, LLC 0.11% Add +16.6% 6,537 $834K
Sage Capital Advisors,llc 0.22% Add +0.2% 6,510 $831K
Tompkins Financial Corp. 0.08% No change 6,505 $830K
Wolverine Trading, LLC 0.02% Add +82.2% 6,517 $830K
Kagan Cocozza Asset Management 0.69% — 6,488 $828K
First National Bank Sioux Falls 0.35% No change 6,484 $827K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.3% 6,474 $826K
BankPlus Trust Department 0.27% — 6,458 $824K
Wealthfront Advisers LLC 0.00% Add +174.7% 6,426 $820K
Valley Forge Investment Consultants Inc. Adv 0.28% Reduce -4.5% 6,385 $815K
Blueprint Investment Partners LLC 0.13% Add +1.0% 6,337 $808K
Chatham Capital Group, Inc. 0.13% Reduce -2.3% 6,335 $808K
FourThought Financial Partners, LLC 0.08% No change 6,316 $806K
Gray Wealth Management Inc. 0.31% Reduce -0.3% 6,306 $805K
Marco Investment Management LLC 0.07% No change 6,300 $804K
Apella Capital, LLC 0.03% Add +0.1% 6,277 $801K
TFG Advisers LLC 0.29% Add +1.8% 6,264 $799K
Titleist Asset Management, LLC 0.09% Add +127.0% 6,202 $791K
Pitcairn Co. 0.05% No change 6,173 $788K
Avant Financial Advisors LLC 0.72% — 6,172 $788K
Verum Partners LLC 0.23% Reduce -2.2% 6,166 $787K
SOL Capital Management CO 0.09% Add +5.1% 6,149 $785K
LongView Wealth Management 0.24% Add +7.6% 6,119 $781K
Richards, Merrill & Peterson, Inc. 0.41% — 6,118 $781K
Single Point Partners, LLC 0.18% New 6,113 $780K
First National Bank of Mount Dora, Trust Investment Services 0.18% No change 6,107 $779K
FOCUS Wealth Advisors, LLC 0.41% No change 6,107 $779K
GWN Securities Inc. 0.21% — 5,960 $778K
Criterion Capital Advisors, LLC 0.49% No change 6,529 $774K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -0.7% 6,050 $772K
FWG Investments, LLC. 0.60% Add +33.3% 6,037 $770K
Hilltop Holdings Inc. 0.05% Reduce -3.5% 6,036 $770K
Sterling Wealth Management, Inc. 0.28% No change 6,027 $769K
Empower Advisory Group, LLC 0.00% Add +28.1% 5,980 $763K
Seamount Financial Group Inc. 0.52% Add +104.2% 5,922 $756K
Welch Group, LLC 0.03% No change 5,928 $755K
Wynn Capital, LLC 0.47% No change 5,892 $752K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -2.6% 5,877 $750K
Mitchell Sinkler & Starr 0.20% No change 5,860 $748K
HHM Wealth Advisors, LLC 0.10% No change 5,836 $745K
Fragasso Financial Advisors Inc 0.06% Reduce -20.9% 5,806 $741K
Strategic Financial Concepts, LLC 0.14% Add +96.5% 5,803 $740K
Horizon Investment Services, LLC 0.31% Add +4.6% 5,786 $738K
Keystone Wealth Services, LLC 0.19% Reduce -4.0% 5,769 $736K
Lee Danner & Bass Inc. 0.06% No change 5,758 $735K
JB Capital LLC 0.04% Reduce -31.8% 5,727 $731K
Caldwell Trust Co 0.08% Reduce -2.5% 5,726 $731K
Angeles Wealth Management, LLC 0.06% Reduce -1.5% 5,712 $729K
Christensen, King & Associates Investment Services, Inc. 0.34% Add +7.7% 5,628 $726K
Geneva Partners, LLC 0.29% Add +2.7% 5,676 $724K
Clarity Capital Partners LLC 0.37% Reduce -1.0% 5,648 $721K
Richwood Investment Advisors, LLC 0.60% Reduce -0.2% 5,648 $721K
Fiduciary Alliance LLC 0.07% Add +89.6% 5,624 $718K
Moneco Advisors, LLC 0.08% Add +21.6% 5,605 $715K
Resonant Capital Advisors, LLC 0.05% No change 5,600 $715K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +0.3% 5,584 $712K
Mathes Company, Inc. 0.26% No change 5,566 $710K
Taylor & Morgan Wealth Management, LLC 0.50% Reduce -1.9% 5,538 $707K
Gradient Capital Advisors, LLC 0.23% Add +0.5% 5,510 $703K
Pension & Wealth Management Advisors, Inc. 0.28% Reduce -5.2% 5,505 $703K
Allegheny Financial Group 0.18% Add +8.1% 5,465 $697K
Community Trust & Investment Co. 0.04% Add +13.3% 5,456 $696K
Fifth Third Securities, Inc. 0.06% Add +51.2% 5,443 $694K
Capital Planning Advisors, LLC 0.11% No change 5,437 $694K
Argent Trust Co 0.03% No change 5,437 $694K
American State Bank (Iowa) 0.42% Add +18.1% 5,398 $689K
Nicolet Advisory Services, LLC 0.06% Add +15.7% 5,440 $686K
SignalPoint Asset Management, LLC 0.17% Reduce -0.4% 5,355 $683K
Etesian Wealth Advisors, Inc. 0.30% New 5,310 $678K
Garde Capital, Inc. 0.04% No change 5,305 $677K
Summit Wealth Group, LLC 0.19% Reduce -0.3% 5,261 $671K
Wetzel Investment Advisors, Inc. 0.33% No change 5,257 $671K
Greenwood Gearhart LLC 0.05% New 5,253 $670K
Bison Wealth, LLC 0.15% Reduce -1.2% 5,247 $669K
Alamar Capital Management, LLC 0.37% No change 5,235 $668K
Clear Creek Financial Management, LLC 0.07% Add +62.5% 5,227 $667K
Detalus Advisors, LLC 0.22% Add +33.0% 5,195 $663K
Better Money Decisions, LLC 0.46% Add +106.2% 5,181 $661K
XY Planning Network, Inc. 0.50% — 5,170 $660K
Fingerlakes Wealth Management, Inc. 0.53% Add +0.2% 5,159 $658K
LaFleur & Godfrey LLC 0.09% Add +4.5% 5,154 $658K
Cannon Financial Strategists, Inc. 0.11% Add +0.0% 5,150 $657K
Prosperity Consulting Group, LLC 0.05% Reduce -0.6% 5,150 $657K
Stonebridge Financial Group, LLC 0.07% — 5,125 $654K
Elevate Wealth Advisory, Inc. 0.49% Add +5.8% 5,121 $653K
Aveo Capital Partners, LLC 0.07% Add +95.6% 5,120 $653K
Cahaba Wealth Management, Inc. 0.05% Reduce -1.3% 5,115 $653K
Capital Advisors, Ltd. LLC 0.08% Add +4.2% 5,103 $651K
Invictus Private Wealth, LLC 0.05% Reduce -1.9% 5,088 $649K
Visionary Wealth Advisors 0.04% Add +3.8% 5,085 $649K
Breakthru Advisory Services, LLC 0.59% — 5,077 $648K
Edge Financial Advisors LLC 0.58% Reduce -0.6% 5,074 $647K
Register Financial Advisors LLC 0.32% Reduce -2.4% 5,050 $644K
Barry Investment Advisors, LLC 0.21% Reduce -18.0% 5,025 $641K
Destination Wealth Management 0.02% Add +47.7% 5,023 $641K
Van Hulzen Asset Management, LLC 0.05% Reduce -2.9% 5,020 $641K
Brio Consultants, LLC 0.10% Reduce -0.1% 4,998 $638K
Covenant Asset Management, LLC 0.14% Reduce -0.1% 4,981 $636K
Advance Capital Management, Inc. 0.03% Reduce -1.2% 4,966 $634K
Rakuten Securities, Inc. 0.25% Add +684.3% 4,941 $630K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 4,933 $629K
Balboa Wealth Partners 0.14% Reduce -0.8% 4,918 $628K
Charis Legacy Partners, LLC 1.28% — 4,912 $627K
MV Capital Management, Inc. 0.07% No change 4,912 $627K
Arbor Wealth Advisors LLC 0.56% No change 4,909 $626K
Claris Advisors, LLC / Mo / 0.24% New 4,900 $625K
Next Level Wealth Planning, LLC 0.49% — 4,892 $624K
Pittenger & Anderson Inc. 0.02% No change 4,864 $621K
Meridian Management Co. 0.16% No change 4,855 $619K
First Citizens Asset Management, Inc. 0.23% Reduce -11.6% 4,828 $616K
PDS Planning, Inc 0.05% Add +0.2% 4,815 $614K
CM Wealth Advisors LLC 0.20% No change 4,805 $613K
Mayfair Advisory Group, LLC 0.36% Add +0.2% 4,805 $613K
Bfsg, LLC 0.07% Reduce -21.3% 4,803 $613K
Aldebaran Financial Inc. 0.72% New 4,812 $613K
Cedar Wealth Management, LLC 0.22% Reduce -38.2% 4,798 $612K
Idaho Trust Co 0.31% Reduce -46.5% 4,793 $612K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -11.2% 4,785 $611K
Ipsen Advisor Group LLC 0.52% — 4,779 $610K
Hirtle & Co., LLC 0.03% No change 4,763 $608K
Hubbell Strickland Wealth Management, LLC 0.29% Add +1.3% 4,755 $607K
Boston Family Office LLC 0.04% No change 4,740 $605K
Great Lakes Retirement, Inc. 0.08% Reduce -1.8% 4,730 $604K
SeaCrest Wealth Management, LLC 0.06% Reduce -17.8% 4,727 $603K
Quadrant Capital Group LLC 0.04% No change 4,716 $602K
Summa Corp. 0.29% No change 4,700 $600K
Ade, LLC 0.37% Add +0.1% 4,691 $598K
SigFig Wealth Management, LLC 0.02% Add +2.1% 4,685 $596K
Tennessee Valley Asset Management Partners 0.10% Reduce -5.7% 4,668 $595K
Bay Rivers Group 0.29% Add +3.3% 4,661 $595K
SWS Partners 0.18% Reduce -86.2% 4,660 $595K
Heritage Financial Services, LLC 0.08% New 4,643 $592K
Presilium Private Wealth, LLC 0.14% Reduce -0.1% 4,632 $591K
Centurion Wealth Management LLC 0.18% Reduce -1.7% 4,625 $590K
Sandbox Financial Partners, LLC 0.20% Add +6.9% 4,616 $589K
WNY Asset Management, LLC 0.07% Reduce -15.6% 4,611 $588K
Altfest L J & Co. Inc. 0.07% Add +0.1% 4,609 $588K
Texas Yale Capital Corp. 0.02% Add +3.6% 4,603 $587K
Wealthstar Advisors, LLC 0.25% — 4,587 $585K
Cassaday & Co Wealth Management LLC 0.02% Add +7.9% 4,567 $583K
Fort Washington Investment Advisors Inc. 0.00% No change 4,540 $579K
Insight Advisors, LLC/ PA 0.10% Add +2.2% 4,524 $576K
Cassady Schiller Wealth Management, LLC 0.21% No change 4,500 $574K
Libra Wealth LLC 0.22% No change 4,496 $574K
Summit Wealth & Retirement Planning, Inc. 0.18% No change 4,486 $572K
Golden State Wealth Management, LLC 0.09% — 4,485 $572K
Blue Trust, Inc. 0.01% Add +18.1% 4,477 $571K
Prevail Innovative Wealth Advisors, LLC 0.17% New 4,468 $570K
Tanglewood Legacy Advisors, LLC 0.24% Add +8.8% 4,463 $569K
Headlands Technologies LLC 0.06% Add +933.3% 4,443 $567K
SouthState Bank Corp 0.04% No change 4,431 $565K
ICONIQ Capital, LLC 0.01% Add +0.8% 4,429 $565K
First National Advisers, LLC 0.09% No change 4,394 $561K
Commonwealth Retirement Investments LLC 0.23% Reduce -13.5% 4,377 $558K
Frisch Financial Group, Inc. 0.17% Add +0.1% 4,372 $558K
McAdam, LLC 0.03% Add +1.1% 4,359 $556K
Modern Wealth Management, LLC 0.02% New 4,358 $556K
Marshall Financial Group Inc. 0.17% Add +0.7% 4,352 $555K
KG Capital Management 0.18% Reduce -0.9% 4,340 $554K
Strategies Wealth Advisors, LLC 0.07% Add +3.1% 4,151 $552K
Cutler Investment Counsel LLC 0.07% Reduce -0.7% 4,310 $550K
ProVise Management Group, LLC 0.05% Add +0.1% 4,304 $549K
Scott & Selber, Inc. 0.17% Add +0.4% 4,306 $549K
Concord Wealth Partners 0.09% Add +9.1% 4,302 $549K
Steph & Co. 0.18% Reduce -30.9% 4,290 $547K
Matthew Goff Investment Advisor, LLC 0.10% Add +0.7% 4,227 $539K
SOA Wealth Advisors, LLC. 0.10% Reduce -4.7% 4,217 $538K
First Heartland Consultants, Inc. 0.06% Reduce -9.7% 4,213 $538K
Tower View Wealth Management LLC 0.28% Add +2.2% 4,200 $536K
Paladin Advisory Group, LLC 0.41% Reduce -6.2% 4,193 $535K
Hengehold Capital Management LLC 0.05% Reduce -9.2% 4,179 $533K
Whalerock Point Partners, LLC 0.13% No change 4,158 $531K
Curbstone Financial Management Corp 0.11% No change 4,150 $529K
New Republic Capital, LLC 0.35% No change 4,148 $529K
WoodTrust Financial Corp 0.07% No change 4,149 $529K
Colonial Trust Co / SC 0.08% Add +11.1% 4,145 $529K
Wealth Alliance, LLC 0.06% Reduce -7.0% 4,139 $528K
Faithward Advisors, LLC 0.09% Add +23.9% 4,132 $527K
Carnegie Lake Advisors LLC 0.21% No change 4,129 $527K
UNIVEST FINANCIAL Corp 0.03% Reduce -3.3% 4,127 $527K
Brown, Lisle/Cummings, Inc. 0.16% Add +1.9% 4,110 $524K
TD Asset Management Inc 0.00% New 4,100 $523K
Portland Global Advisors LLC 0.07% No change 4,099 $523K
BSW Wealth Partners 0.08% Add +1.9% 4,094 $522K
Sax Wealth Advisors, LLC 0.04% No change 4,082 $521K
Quotient Wealth Partners, LLC 0.02% Add +14.0% 4,062 $518K
Optivise Advisory Services LLC 0.28% Add +7.9% 4,060 $518K
Meridian Financial Advisors, LLC 0.36% Add +2.5% 4,042 $516K
Private Client Services, LLC 0.28% Reduce -0.3% 4,021 $513K
Fusion Capital, LLC 0.21% Reduce -0.4% 4,017 $513K
S.A. Mason LLC 0.27% Reduce -0.3% 4,013 $512K
Northeast Investment Management 0.02% No change 4,004 $511K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 4,004 $511K
Wealth Effects LLC 0.18% Reduce -4.8% 4,001 $510K
Renaissance Technologies 0.00% Reduce -84.2% 4,000 $510K
Evercore Wealth Management, LLC 0.01% No change 3,981 $508K
Strategic Investment Advisors / MI 0.05% New 3,980 $508K
Elios Financial Group Inc. 0.24% Add +0.7% 3,977 $507K
Safe Harbor Fiduciary, LLC 0.52% Reduce -1.6% 3,965 $506K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,939 $503K
Pine Valley Investments Ltd Liability Co 0.03% Add +1.3% 3,938 $502K
Old Second National Bank of Aurora 0.11% Add +2.5% 3,925 $501K
Jefferies Financial Group Inc. 0.01% No change 3,920 $500K
KFA Private Wealth Group, LLC 0.21% Add +110.2% 3,910 $499K
Black Diamond Financial, LLC 0.07% Add +0.4% 3,908 $499K
Fortitude Advisory Group L.L.C. 0.30% Add +50.1% 3,885 $496K
TrueWealth Advisors, LLC 0.17% No change 3,879 $495K
Journey Advisory Group, LLC 0.06% No change 4,169 $494K
Kennebec Savings Bank 0.49% Add +202.2% 3,847 $489K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.9% 3,822 $488K
Aft, Forsyth & Company, Inc. 0.24% Add +0.2% 3,821 $488K
LCNB Corp. 0.18% No change 3,811 $486K
Dentgroup LLC 0.37% No change 3,803 $485K
Stablepoint Partners, LLC 0.09% Reduce -0.3% 3,802 $485K
Plante Moran Financial Advisors, LLC 0.04% Add +5.7% 3,798 $485K
Advisory Alpha, LLC 0.02% Reduce -20.1% 3,796 $484K
Security National Bank 0.07% Reduce -2.8% 3,795 $484K
GM Advisory Group, LLC 0.03% Add +7.2% 3,774 $482K
Next Level Private LLC 0.19% Add +0.4% 3,766 $481K
Integris Wealth Management, LLC 0.14% No change 3,763 $480K
Schechter Investment Advisors, LLC 0.04% Reduce -0.6% 3,751 $479K
Aspen Wealth Management LLC 0.14% Add +0.1% 3,750 $478K
Private Capital Management, LLC 0.05% Add +13.0% 3,750 $478K
Obsidian Personal Planning Solutions LLC 0.23% No change 3,614 $478K
Waypoint Wealth Partners Inc. 0.13% No change 3,746 $478K
Siligmueller & Norvid Wealth Advisors LLC 0.20% — 3,740 $477K
Reliant Investment Partners, LLC 0.42% — 3,736 $477K
Jacobi Capital Management LLC 0.04% Reduce -1.6% 3,731 $476K
Ehrlich Financial Group 0.34% Add +1.9% 3,718 $474K
Ledyard National Bank 0.04% Reduce -3.1% 3,718 $474K
Heritage Family Offices, LLP 0.24% No change 3,708 $473K
GeoWealth Management, LLC 0.02% Reduce -92.5% 3,705 $473K
Becker Capital Management Inc. 0.02% Add +2.7% 3,704 $473K
Provenance Wealth Advisors, LLC 0.06% Reduce -15.1% 3,703 $472K
Heritage Wealth Advisors 0.02% No change 3,687 $470K
Optima Capital LLC 0.32% — 3,678 $469K
Hurlow Wealth Management Group, Inc. 0.15% Reduce -1.3% 3,677 $469K
Triumph Capital Management 0.16% No change 3,672 $469K
Cornerstone Financial Group, LLC 0.46% — 3,656 $467K
Willner & Heller, LLC 0.41% Reduce -0.8% 3,648 $465K
Fisher Asset Management 0.00% Add +124.1% 3,644 $465K
Monterey Private Wealth, Inc. 0.15% Add +32.8% 3,643 $465K
Syntegra Private Wealth Group, LLC 0.05% Reduce -2.4% 3,600 $459K
Blue Fin Capital, Inc. 0.08% No change 3,593 $458K
Peddock Capital Advisors, LLC 0.11% No change 3,584 $457K
Portside Wealth Group, LLC 0.08% Add +37.5% 3,570 $455K
Waterfront Wealth Inc. 0.11% Add +2.9% 3,567 $455K
WESPAC Advisors, LLC 0.33% New 3,521 $449K
Manuka Financial, LLC 0.30% — 3,514 $448K
United Advisor Group, LLC 0.09% Add +8.5% 3,510 $448K
PBMares Wealth Management LLC 0.09% Add +3.9% 3,508 $448K
Scarborough Advisors, LLC 0.06% Reduce -2.6% 3,507 $447K
MBE Wealth Management, LLC 0.25% Reduce -17.3% 3,499 $446K
Emergent Wealth Advisors, LLC 0.32% Add +0.6% 3,496 $446K
Main Management LLC 0.04% Reduce -1.5% 3,493 $446K
Aspire Capital Advisors LLC 0.13% New 3,495 $446K
Florida Financial Advisors, LLC 0.20% Add +48.1% 3,469 $443K
Wescott Financial Advisory Group, LLC 0.05% Add +0.1% 3,464 $442K
River Wealth Advisors LLC 0.06% Reduce -3.0% 3,457 $441K
Montag A & Associates Inc. 0.02% No change 3,455 $441K
Castle Wealth Management LLC 0.17% Add +0.1% 3,453 $441K
Bradley Foster & Sargent Inc. 0.01% Reduce -16.9% 3,450 $440K
Aua Capital Management, LLC 0.28% Add +0.1% 3,449 $440K
Retirement Income Solutions, Inc. 0.09% Reduce -10.7% 3,444 $439K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $438K
My Legacy Advisors, LLC 0.17% Reduce -3.0% 3,373 $438K
Sightline Wealth Advisors, LLC 0.24% Reduce -4.9% 3,427 $437K
Brightwater Advisory LLC 0.34% Reduce -21.9% 3,423 $437K
Dunhill Financial, LLC 0.20% Add +89.4% 3,419 $436K
Van Den Berg Management I, Inc. 0.13% Reduce -3.5% 3,416 $436K
Eagle Bay Advisors LLC 0.27% No change 3,407 $435K
Daiwa Securities Group Inc. 0.00% Reduce -20.4% 3,400 $434K
NTV Asset Management LLC 0.06% New 3,401 $434K
Ames National Corp. 0.29% — 3,400 $434K
Maltin Wealth Management, Inc. 0.21% Add +0.6% 3,397 $433K
Madrona Financial Services, LLC 0.12% Reduce -3.7% 3,395 $433K
Kiely Wealth Advisory Group, Inc. 0.28% Add +44.6% 3,254 $433K
Semus Wealth Partners LLC 0.29% Add +0.6% 3,387 $432K
Canandaigua National Bank & Trust Co. 0.04% No change 3,383 $432K
Mustard Seed Financial, LLC 0.35% Add +0.1% 3,374 $430K
KOM Wealth Management Group, LLC 0.32% Reduce -3.9% 3,364 $429K
Weitzel Financial Services, Inc. 0.20% Reduce -1.1% 3,336 $429K
Pinkerton Wealth, LLC 0.06% Add +0.0% 3,348 $427K
Redmont Wealth Advisors LLC 0.74% Reduce -55.1% 3,341 $426K
Aaron Wealth Advisors LLC 0.05% No change 3,341 $426K
Dahring | Cusmano LLC 0.39% — 3,341 $426K
Quadrant Private Wealth Management, LLC 0.10% Add +23.7% 3,321 $424K
FWG Holdings, LLC 0.20% Reduce -0.0% 3,199 $422K
Roof Eidam Maycock Peralta, LLC 0.11% No change 3,301 $421K
Legacy Private Trust Co. 0.03% Reduce -6.3% 3,301 $421K
Cardinal Point Capital Management ULC 0.07% No change 3,297 $421K
Norden Group LLC 0.05% Reduce -20.4% 3,288 $420K
Shulman DeMeo Asset Management LLC 0.11% Reduce -17.2% 3,285 $419K
Revisor Wealth Management LLC 0.39% Reduce -26.2% 3,273 $418K
BCS Wealth Management 0.10% New 3,258 $416K
Mitchell & Pahl Private Wealth, LLC 0.19% No change 3,256 $415K
Arkfeld Wealth Strategies, L.L.C. 0.19% Add +3.1% 3,266 $415K
Bokf, NA 0.01% No change 3,283 $414K
Astoria Portfolio Advisors LLC. 0.15% Add +0.3% 3,218 $413K
Greenleaf Trust 0.00% No change 3,235 $413K
Team Financial Group, LLC 0.24% Add +20.7% 3,232 $412K
Princeton Global Asset Management LLC 0.08% No change 3,225 $411K
Vannoy Advisory Group, Inc. 0.31% No change 3,219 $411K
MWA Asset Management 0.27% New 3,218 $411K
Cascade Investment Advisors, Inc. 0.26% New 3,215 $410K
L. Roy Papp & Associates, LLP 0.05% No change 3,213 $410K
Legacy Edge Advisors, LLC 0.07% No change 3,217 $410K
Alpine Woods Capital Investors, LLC 0.08% No change 3,200 $408K
Concord Asset Management, LLC 0.09% Add +7.9% 3,193 $407K
First Foundation Advisors 0.02% Reduce -3.6% 3,193 $407K
NewEdge Wealth, LLC 0.01% Add +63.8% 3,193 $407K
West Coast Financial LLC 0.04% Reduce -0.9% 3,171 $405K
CFS Investment Advisory Services, LLC 0.04% No change 3,167 $404K
United Community Bank 0.16% No change 3,161 $403K
Premier Path Wealth Partners, LLC 0.06% Add +12.1% 3,149 $402K
Cyndeo Wealth Partners, LLC 0.03% No change 3,133 $400K
TCI Wealth Advisors, Inc. 0.03% Reduce -23.1% 3,125 $399K
Novak & Powell Financial Services, Inc. 0.24% Reduce -12.2% 3,125 $399K
Ameliora Wealth Management Ltd. 0.15% No change 3,119 $398K
Trellis Wealth Advisors LLC 0.20% New 3,118 $398K
Balanced Wealth Group LLC 0.18% Add +0.1% 2,987 $395K
Mosaic Financial Group, LLC 0.28% No change 3,097 $395K
GDS Wealth Management 0.04% Add +0.1% 3,092 $395K
Zacks Investment Management 0.00% Reduce -10.3% 3,092 $394K
ERn Financial, LLC 0.06% Reduce -4.8% 3,088 $394K
Johnson Bixby & Associates, LLC 0.06% Reduce -20.9% 3,088 $394K
Comprehensive Financial Planning, Inc. 0.33% — 3,083 $393K
Pennington Partners & Co., LLC 0.19% — 3,073 $392K
Keebeck Wealth Management 0.06% Add +0.8% 3,065 $391K
Stephens Consulting, LLC 0.10% Reduce -2.2% 3,058 $390K
Global Trust Asset Management, LLC 0.15% Reduce -3.2% 3,038 $388K
Authentikos Wealth Advisory, LLC 0.38% Reduce -15.0% 3,036 $387K
Slagle Financial, LLC 0.17% Reduce -5.8% 3,035 $387K
Barrett & Company, Inc. 0.16% No change 3,018 $385K
Resurgent Financial Advisors LLC 0.23% Reduce -5.5% 3,012 $384K
Tudor Financial Inc. 0.22% Reduce -13.0% 3,001 $383K
Simmons Bank 0.03% No change 3,000 $383K
Disciplined Investments, LLC 0.19% Add +0.1% 2,993 $382K
Sound Income Strategies, LLC 0.02% Add +8.0% 2,970 $379K
Ingalls & Snyder LLC 0.01% Reduce -2.5% 2,960 $378K
Wealth Management Strategies, Inc. 0.29% — 2,955 $377K
Oregon Pacific Wealth Management, LLC 0.37% — 2,952 $377K
Raffa Wealth Management, LLC 0.09% Add +0.0% 2,946 $376K
Moors & Cabot, Inc. 0.02% Add +1.6% 2,941 $375K
WealthPLAN Partners, LLC 0.05% Add +7.1% 2,932 $374K
Park Edge Advisors, LLC 0.11% Add +47.2% 2,925 $373K
Roberts Glore & Co. Inc. 0.11% No change 2,918 $372K
Nadler Financial Group, Inc. 0.04% Add +64.4% 2,912 $372K
New England Professional Planning Group Inc. 0.18% No change 2,903 $370K
Chemistry Wealth Management LLC 0.09% No change 2,902 $370K
Dravo Bay LLC 0.18% Add +5.7% 2,899 $370K
Saxony Capital Management, LLC 0.32% No change 2,891 $369K
Clarity Wealth Advisors, LLC 0.10% Reduce -0.2% 2,888 $368K
Paragon Private Wealth Management, LLC 0.17% Add +28.4% 2,884 $368K
Olde Wealth Management, LLC 0.13% Reduce -2.8% 2,873 $366K
AlphaCentric Advisors LLC 0.36% Add +1.5% 2,858 $365K
Westmount Partners, LLC 0.11% Add +1.0% 2,853 $364K
Cannell & Spears LLC 0.01% Add +0.3% 2,847 $363K
Clayton Financial Group LLC 0.13% Reduce -13.6% 2,846 $363K
Agate Pass Investment Management, LLC 0.16% No change 2,840 $362K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.5% 2,828 $361K
Facet Wealth, Inc. 0.01% Add +11.2% 2,725 $361K
Wesbanco Bank Inc. 0.01% Reduce -21.9% 2,804 $358K
Per Stirling Capital Management, LLC. 0.05% Reduce -65.0% 2,788 $356K
Twin Focus Capital Partners, LLC 0.05% No change 2,781 $355K
Milestone Asset Management Group, LLC 0.31% — 2,751 $351K
Syverson Strege & Co 0.12% New 2,751 $351K
MY Wealth Management Inc. 0.35% No change 2,750 $351K
Sandy Cove Advisors, LLC 0.14% Add +7.9% 2,749 $351K
Exchange Bank 0.28% Reduce -1.8% 2,745 $350K
Morris Financial Concepts, Inc. 0.15% Reduce -10.7% 2,740 $350K
Financial Network Wealth Advisors LLC 0.65% Reduce -29.6% 2,735 $349K
MilWealth Group LLC 0.10% Reduce -4.9% 2,731 $348K
Fortis Capital Advisors, LLC 0.12% Add +4.6% 2,733 $348K
Belpointe Asset Management LLC 0.02% Add +4.6% 2,733 $348K
Gallagher Fiduciary Advisors, LLC 0.07% Add +54.3% 2,715 $346K
Kanawha Capital Management LLC 0.03% No change 2,713 $346K
Strategic Wealth Investment Group, LLC 0.02% Add +2.8% 2,683 $342K
Twelve Points Wealth Management LLC 0.10% Reduce -6.5% 2,671 $341K
Global Financial Private Client, LLC 0.13% No change 2,669 $341K
Cheviot Value Management, LLC 0.07% New 2,662 $340K
CIBC Asset Management Inc 0.00% No change 2,657 $339K
Berkshire Asset Management LLC 0.02% Reduce -4.7% 2,546 $339K
HMV Wealth Advisors, LLC 0.34% — 2,650 $338K
Clearview Wealth Advisors LLC 0.26% Add +9.4% 2,646 $338K
Texas Bank & Trust Co 0.14% — 2,646 $338K
Chapin Davis, Inc. 0.11% No change 2,629 $337K
Mezzasalma Advisors, LLC 0.11% No change 2,639 $337K
Intrua Financial, LLC 0.05% Reduce -17.6% 2,622 $335K
Smith Anglin Financial, LLC 0.03% Add +7.2% 2,610 $333K
Channel Wealth LLC 0.11% Reduce -2.5% 2,608 $333K
RMR Capital Management, LLC 0.25% No change 2,607 $333K
FSB Premier Wealth Management, Inc. 0.13% Add +14.1% 2,606 $333K
First Wilshire Securities Management Inc. 0.09% No change 2,600 $332K
Acropolis Investment Management, LLC 0.02% Add +0.0% 2,602 $332K
Innovative Wealth Building LLC 0.30% — 2,590 $330K
San Luis Wealth Advisors LLC 0.06% Add +7.4% 2,588 $330K
Index Fund Advisors, Inc. 0.02% Add +0.1% 2,584 $330K
L.K. Benson & Company, P.C. 0.23% — 2,572 $328K
CWA Asset Management Group, LLC 0.02% Add +4.6% 2,558 $326K
Cascade Wealth Advisors, Inc 0.22% No change 2,546 $325K
Strait & Sound Wealth Management LLC 0.15% Reduce -3.8% 2,542 $324K
Vista Capital Partners, Inc. 0.04% No change 2,540 $324K
Institute for Wealth Management, LLC. 0.04% Reduce -7.5% 2,535 $323K
Wealth Architects, LLC 0.04% Add +0.0% 2,529 $323K
Prairie Wealth Advisors, Inc. 0.15% No change 2,521 $322K
GenTrust, LLC 0.01% No change 2,516 $321K
Sage Capital Management, LLC 0.16% Add +0.8% 2,509 $320K
David Wealth Management LLC 0.26% — 2,507 $320K
Merriman Wealth Management, LLC 0.01% Reduce -14.6% 2,488 $317K
Heritage Wealth Management, Inc. 0.11% Reduce -1.1% 2,486 $317K
FSA Investment Group, LLC 0.28% — 2,466 $316K
Aviance Capital Partners, LLC 0.04% Add +4.2% 2,477 $316K
Maxele Advisors, LLC 0.30% — 2,462 $314K
Towercrest Capital Management 0.05% Reduce -34.8% 2,455 $313K
Appleton Partners Inc. 0.02% Reduce -0.0% 2,436 $311K
Goelzer Investment Management, Inc. 0.02% Add +32.0% 2,431 $310K
Hikari Power Ltd 0.03% No change 2,430 $310K
Bleakley Financial Group, LLC 0.01% Reduce -16.8% 2,426 $310K
Sage Mountain Advisors LLC 0.02% No change 2,424 $309K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -1.0% 2,340 $308K
Olistico Wealth, LLC 0.18% Add +2315.0% 2,415 $308K
Beacon Capital Management, LLC 0.04% Add +2.0% 2,409 $307K
Mystic Asset Management, Inc. 0.08% Add +6.7% 2,406 $307K
Payne Capital Management, LLC 0.13% — 2,400 $306K
Hollencrest Capital Management 0.01% No change 2,400 $306K
Equita Financial Network, Inc. 0.11% No change 2,391 $305K
Market Street Wealth Management Advisors LLC 0.05% No change 2,384 $304K
Phillips Wealth Planners LLC 0.30% Reduce -8.6% 2,410 $304K
Qube Research & Technologies Ltd 0.00% Reduce -67.2% 2,376 $303K
1776 Wealth LLC 0.14% No change 2,373 $303K
Vise Technologies, Inc. 0.03% New 2,368 $302K
Eastern Bank 0.01% No change 2,368 $302K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 2,366 $302K
Apriem Advisors 0.03% No change 2,362 $301K
Purkiss Capital Advisors LLC 0.26% — 2,360 $301K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.6% 2,352 $300K
Wolf Group Capital Advisors 0.15% No change 2,825 $300K
J2 Capital Management Inc 0.28% — 2,348 $300K
Laraway Financial Advisors Inc 0.23% Add +7.3% 2,346 $299K
Firestone Capital Management 0.07% Add +0.6% 2,346 $299K
Realta Investment Advisors 0.12% New 2,330 $299K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,344 $299K
Winnacle Wealth LLC 0.30% — 2,385 $298K
Kraft, Davis & Associates, LLC 0.09% Reduce -46.3% 2,239 $298K
Patten & Patten Inc. 0.02% Reduce -0.6% 2,332 $297K
Avantra Family Wealth, Inc. 0.28% — 2,311 $295K
Clark Asset Management, LLC 0.06% New 2,310 $295K
Godsey & Gibb, Inc. 0.03% Reduce -10.8% 2,310 $295K
Bluespring Wealth Management, LLC 0.03% Add +0.3% 2,309 $295K
West Michigan Advisors, LLC 0.09% Reduce -0.8% 2,307 $294K
LifeWealth Investments, LLC 0.19% — 2,296 $293K
Copia Wealth Management 0.28% — 2,294 $293K
Ghe, LLC 0.12% No change 2,285 $292K
Acas, LLC 0.22% Reduce -1.9% 2,183 $291K
5T Wealth, LLC 0.16% — 2,273 $290K
Veridan Wealth LLC 0.14% — 2,199 $290K
Strategic Financial Partners, Ltd. 0.15% No change 2,270 $290K
Pure Financial Advisors, LLC 0.01% Add +34.8% 2,270 $290K
Advus Financial Partners, LLC 0.08% Add +0.6% 2,266 $289K
Von Berge Wealth Management Group, LLC 0.17% Add +2.4% 2,168 $288K
MMBG Investment Advisors Co. 0.03% No change 2,260 $288K
NBT Bank, N.A. 0.02% No change 2,256 $288K
Charles Schwab Trust Co 0.02% Add +15.3% 2,254 $288K
Marshall & Sterling Wealth Advisors Inc. 0.20% — 2,249 $287K
GPS Wealth Strategies Group, LLC 0.04% Reduce -5.5% 2,247 $287K
Summit X, LLC 0.06% Reduce -4.5% 2,245 $286K
Chemung Canal Trust Co. 0.06% No change 2,244 $286K
Capital Asset Advisory Services LLC 0.01% Reduce -0.1% 2,220 $285K
Redwood Investment Management, LLC 0.03% Reduce -2.8% 2,236 $285K
Advyzon Investment Management, LLC 0.11% — 2,217 $283K
Watts Gwilliam & Co., LLC 0.06% Reduce -4.3% 2,211 $282K
Maripau Wealth Management LLC 0.17% New 2,212 $282K
Davis R M Inc. 0.01% No change 2,210 $282K
USAdvisors Wealth Management, LLC 0.09% Add +0.8% 2,206 $281K
Caitlin John, LLC 0.19% Reduce -6.1% 2,202 $281K
Blue Sky Capital Consultants Group, Inc. 0.17% — 2,200 $281K
Gray Private Wealth, LLC 0.17% Add +1.3% 2,197 $280K
Brick & Kyle, Associates 0.12% New 2,186 $279K
Permanens Capital L.P. 0.05% New 2,170 $277K
Armbruster Capital Management, Inc. 0.06% Reduce -1.8% 2,165 $276K
MinichMacGregor Wealth Management, LLC 0.06% No change 2,164 $276K
Bison Wealth, LLC 0.03% — 2,154 $275K
Revolve Wealth Partners, LLC 0.04% No change 2,152 $275K
SFG Wealth Management, LLC. 0.14% No change 2,150 $274K
BNP Paribas Financial Markets 0.00% Add +214700.0% 2,148 $274K
Veery Capital, LLC 0.10% No change 2,147 $274K
Accredited Investors Inc. 0.02% No change 2,147 $274K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +9.4% 2,138 $273K
Obsidian Cio, LLC 0.05% New 2,137 $273K
RIA Advisory Group LLC 0.09% Reduce -3.5% 2,126 $271K
WMG Financial Advisors, LLC 0.12% No change 2,119 $270K
Private Capital Management LLC 0.05% No change 2,114 $270K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +14.5% 2,109 $269K
Blodgett Wealth Advisors, LLC 0.21% No change 2,107 $269K
PFC Capital Group, Inc. 0.13% Add +1.2% 2,101 $268K
Y-Intercept (Hong Kong) Ltd 0.02% New 2,098 $268K
Vertex Planning Partners, LLC 0.06% Add +9.9% 2,096 $267K
Leigh Baldwin & Co., LLC 0.23% — 2,093 $267K
Greenline Partners, LLC 0.04% Add +0.1% 2,089 $267K
Aspen Investment Management Inc 0.12% No change 2,075 $265K
Sterling Wealth Advisors Inc 0.21% — 2,076 $265K
Stonegate Investment Group, LLC 0.01% Add +0.3% 2,072 $264K
Tanager Wealth Management LLP 0.03% Add +29.0% 2,071 $264K
Capital Market Strategies LLC 0.15% Add +0.2% 2,069 $264K
ShoreHaven Wealth Partners, LLC 0.12% Reduce -10.2% 2,059 $263K
Lake Street Private Wealth, LLC 0.04% Add +2.8% 2,055 $262K
Capital Advisory Group Advisory Services, LLC 0.09% Add +9.3% 2,052 $262K
American Institute for Advanced Investment Management, LLP 0.19% No change 2,045 $261K
Naples Global Advisors, LLC 0.02% Reduce -2.3% 2,043 $261K
Elevated Capital Advisors, LLC 0.07% Add +10.9% 2,033 $259K
Meriwether Wealth & Planning, LLC 0.18% — 2,032 $259K
Security Financial Services, INC. 0.05% Reduce -17.4% 2,030 $259K
O'Dell Group, LLC 0.06% New 2,024 $258K
Leading Edge Financial Planning LLC 0.08% Reduce -4.9% 2,015 $257K
Bank Ozk 0.11% No change 2,010 $256K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $255K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,000 $255K
Trek Financial, LLC 0.02% No change 2,000 $255K
Atlas Capital Advisors Inc. 0.03% Reduce -9.3% 1,996 $255K
Silver Coast Investments LLC 0.10% Reduce -14.4% 1,995 $255K
Grandfield & Dodd, LLC 0.02% No change 1,994 $254K
Silver Oak Wealth Advisors Services, LLC 0.22% — 1,991 $254K
Allianz SE 0.01% No change 1,990 $254K
Meeder Advisory Services, Inc. 0.02% New 1,985 $253K
J. W. Coons Advisors, LLC 0.07% Reduce -20.1% 1,983 $253K
Northwest Financial Advisors 0.21% Add +61.3% 1,974 $252K
Legacy Financial Group LLC 0.04% New 1,969 $251K
Avalon Capital Management 0.08% Add +0.8% 1,963 $250K
Garden State Investment Advisory Services LLC 0.08% Add +0.4% 1,959 $250K
Cobblestone Capital Advisors LLC 0.01% Add +25.1% 1,961 $250K
HRC Wealth Management, LLC 0.15% Add +0.7% 1,961 $250K
Prosperity Planning, Inc. 0.11% Reduce -12.2% 1,960 $250K
WealthPlan Investment Management, LLC 0.02% Add +2.1% 1,951 $249K
Sentinel Pension Advisors, LLC 0.05% Reduce -13.6% 1,934 $247K
Financial Freedom, LLC 0.13% Add +0.7% 1,933 $247K
Campbell Deegan Wealth Management, LLC 0.30% — 1,931 $246K
Triad Wealth Partners, LLC 0.09% New 1,928 $246K
True North Advisors, LLC 0.06% New 1,925 $246K
ZynergyRetirementPlanningLLC 0.17% No change 1,916 $246K
American Investment Services, Inc. 0.04% Reduce -9.8% 1,924 $245K
Hopwood Financial Services, Inc. 0.18% — 1,914 $244K
Clearwater Capital Advisors, LLC 0.02% No change 1,914 $244K
LGT Financial Advisors LLC 0.54% Reduce -16.4% 1,914 $244K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.09% No change 1,910 $244K
Smith & Howard Wealth Management, LLC 0.07% No change 1,908 $243K
FSA Advisors, Inc. 0.30% Reduce -16.6% 1,903 $243K
American Money Management, LLC 0.05% Reduce -25.3% 1,903 $243K
Cura Wealth Advisors, LLC 0.11% — 1,900 $242K
PKS Advisory Services, LLC 0.06% — 1,895 $242K
Atlantic Union Bankshares Corp 0.01% New 1,895 $242K
Perkins Coie Trust Co 0.05% No change 1,890 $241K
Tucker Asset Management LLC 0.05% Reduce -3.3% 1,888 $241K
Nemes Rush Group LLC 0.03% Add +1165.8% 1,886 $241K
Latitude Advisors, LLC 0.14% Reduce -1.6% 1,884 $240K
Second Line Capital, LLC 0.06% Add +0.6% 1,882 $240K
MRA Advisory Group 0.13% No change 1,880 $240K
Cape Investment Advisory, Inc. 0.09% Reduce -2.0% 1,874 $239K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -12.2% 1,866 $239K
Brooks, Moore & Associates, Inc. 0.14% Add +5.6% 1,873 $239K
Mindset Wealth Management, LLC 0.09% No change 1,873 $239K
McDonough Capital Management, Inc 0.15% Add +0.1% 1,870 $239K
ARS Wealth Advisors Group, LLC 0.03% Add +1.1% 1,870 $239K
Retirement Planning Group, LLC / NY 0.26% — 1,867 $238K
Newton One Investments LLC 0.09% No change 1,867 $238K
REDW Wealth LLC 0.08% Reduce -79.8% 1,866 $238K
Salem Investment Counselors Inc. 0.01% No change 1,863 $238K
Sugarloaf Wealth Management, LLC 0.04% Add +8.8% 1,860 $237K
Claro Advisors Inc. 0.03% Reduce -3.3% 1,855 $237K
Financial Futures Ltd Liability Co. 0.13% Reduce -16.7% 1,852 $236K
MPWM Advisory Solutions, LLC 0.17% — 1,845 $235K
Evolution Advisers, Inc. 0.13% No change 1,849 $235K
Highland Capital Management, LLC 0.01% No change 1,838 $235K
Home Federal Bank of Tennessee 0.07% No change 1,838 $235K
Swmg, LLC 0.09% No change 1,770 $234K
Financial Advisors, LLC 0.04% New 1,830 $233K
TCTC Holdings, LLC 0.01% Add +74.8% 1,825 $233K
Planning Center, Inc. 0.03% No change 1,820 $232K
Tectonic Advisors LLC 0.02% Add +1.1% 1,819 $232K
Mid-American Wealth Advisory Group, Inc. 0.14% Reduce -16.5% 1,817 $232K
Fluent Financial, LLC 0.10% Reduce -21.6% 1,810 $231K
Prepared Retirement Institute LLC 0.13% New 1,805 $230K
WPG Advisers, LLC 0.21% — 1,801 $230K
SJS Investment Consulting Inc. 0.04% No change 1,800 $230K
Rodgers & Associates, LTD 0.03% Reduce -2.3% 1,796 $229K
Red Crane Wealth Management, LLC 0.22% — 1,794 $229K
Matrix Private Capital Group LLC 0.13% Add +5.8% 1,783 $227K
Founders Capital Management 0.14% Add +0.3% 1,778 $227K
Cooper Financial Group 0.03% Reduce -2.1% 1,775 $226K
ETF Store, Inc. 0.28% Reduce -4.0% 1,773 $226K
Winch Advisory Services, LLC 0.06% Add +10.9% 1,772 $226K
Center for Financial Planning, Inc. 0.03% No change 1,771 $226K
Indiana Trust & Investment Management Co 0.08% No change 1,769 $226K
Philadelphia Trust Co. 0.02% No change 1,765 $225K
Safeguard Financial, LLC 0.05% Reduce -37.4% 1,757 $224K
Simplicity Wealth,LLC 0.05% Reduce -92.8% 1,754 $224K
Opal Wealth Advisors, LLC 0.07% Reduce -38.3% 1,753 $224K
Bellevue Asset Management, LLC 0.12% Add +0.2% 1,751 $223K
Monument Group Wealth Advisors, LLC 0.16% No change 1,750 $223K
Acorn Wealth Advisors, LLC 0.09% Reduce -0.7% 1,749 $223K
Potentia Wealth 0.10% — 1,741 $222K
Heritage Wealth Partners, LLC 0.28% Reduce -4.7% 1,735 $221K
Princeton Capital Management LLC 0.07% No change 1,730 $221K
Mullaney, Keating & Wright, Inc. 0.15% No change 1,729 $221K
Planning Directions Inc. 0.13% Add +0.8% 1,728 $220K
TFC Financial Management, Inc. 0.03% Reduce -4.4% 1,723 $220K
New Century Financial Group, LLC 0.09% Reduce -94.4% 1,707 $219K
Unified Investment Management 0.25% — 1,716 $219K
High Falls Advisors, Inc 0.05% Reduce -15.0% 1,710 $218K
Midwest Financial Group LLC 0.13% Add +0.4% 1,709 $218K
Cyrus J. Lawrence, LLC 0.04% New 1,701 $217K
Adero Partners, LLC 0.01% No change 1,700 $217K
RiverFront Investment Group, LLC 0.00% New 1,700 $217K
MA Private Wealth 0.04% No change 1,687 $215K
626 Financial, LLC 0.12% No change 1,686 $215K
Heritage Trust Co 0.03% — 1,678 $214K
Catalyst Private Wealth, LLC 0.09% No change 1,669 $213K
Park Square Financial Group, LLC 0.15% — 1,660 $212K
Sather Financial Group Inc 0.01% New 1,659 $212K
49 Wealth Management, LLC 0.03% Reduce -54.8% 1,659 $212K
BLB&B Advisors, LLC 0.01% Add +5.0% 1,650 $210K
Unionview, LLC 0.15% Add +0.6% 1,644 $210K
Arvest Bank Trust Division 0.01% No change 1,643 $210K
Kolinsky Wealth Management, LLC 0.13% New 1,642 $210K
Everhart Financial Group, Inc. 0.04% Reduce -0.3% 1,641 $209K
Blue Oak Capital, LLC 0.13% — 1,638 $209K
PCA Investment Advisory Services Inc. 0.10% Reduce -8.6% 1,630 $208K
Berkeley, Inc 0.11% Reduce -50.0% 1,628 $208K
Seelaus Asset Management LLC 0.19% Reduce -1.2% 1,627 $208K
Talon Private Wealth, LLC 0.04% New 1,624 $207K
Wambolt & Associates, LLC 0.07% Reduce -1.2% 1,623 $207K
Capital Square, LLC 0.12% New 1,556 $207K
Sloy Dahl & Holst, LLC 0.03% No change 1,615 $206K
BOS Asset Management, LLC 0.07% Reduce -4.6% 1,608 $205K
Visionary Horizons, LLC 0.13% New 1,600 $204K
Weik Capital Management 0.08% No change 1,600 $204K
National Philanthropic Trust 0.00% No change 1,599 $204K
PGIM Custom Harvest LLC 0.00% New 1,597 $204K
Element Wealth, LLC 0.11% Add +28.3% 1,597 $204K
TrinityPoint Wealth, LLC 0.03% New 1,591 $203K
Lansing Street Advisors 0.07% Reduce -0.1% 1,591 $203K
Ofc Financial Planning, LLC 0.21% — 1,590 $203K
Midwest Capital Advisors, LLC 0.15% — 1,589 $203K
Atlatl Advisers LLC 0.12% — 1,585 $202K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Reduce -3.7% 1,583 $202K
Silver Oak Securities, Incorporated 0.02% Add +3.5% 1,583 $202K
Clarus Group, Inc. 0.07% No change 1,575 $201K
SPC Financial, Inc. 0.02% New 1,570 $200K
LFA - Lugano Financial Advisors SA 0.13% No change 1,555 $198K
Richardson Financial Services Inc. 0.14% Reduce -50.0% 1,537 $196K
ORG Partners LLC 0.03% Add +6.7% 1,534 $196K
Hanson & Doremus Investment Management 0.03% No change 1,504 $192K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $188K
Hara Capital LLC 0.12% Reduce -25.5% 1,461 $186K
Frazier Financial Advisors, LLC 0.14% Add +0.7% 1,435 $183K
Icon Wealth Advisors, LLC 0.01% Reduce -14.4% 1,406 $179K
Tacita Capital Inc 0.13% No change 1,390 $177K
Rialto Wealth Management, LLC 0.06% — 1,389 $177K
Pinnacle Bancorp, Inc. 0.06% No change 1,371 $175K
Grove Bank & Trust 0.02% Reduce -19.9% 1,364 $174K
Fairfield Financial Advisors, LTD 0.06% Reduce -23.5% 1,321 $169K
Topsail Wealth Management, LLC 0.04% — 1,318 $168K
Bray Capital Advisors 0.05% Add +0.1% 1,318 $168K
City Holding Co. 0.02% No change 1,300 $166K
Caldwell Sutter Capital, Inc. 0.08% Reduce -4.1% 1,295 $165K
CNB Bank 0.07% Reduce -7.7% 1,263 $161K
Millstone Evans Group, LLC 0.11% — 1,232 $157K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,208 $154K
Future Financial Wealth Managment LLC 0.11% No change 1,200 $153K
Johnson Financial Group, Inc. 0.01% No change 1,152 $152K
Synergy Investment Management, LLC 0.06% — 1,168 $149K
FLP Wealth Management, LLC 0.37% — 1,140 $145K
Cornerstone Planning Group LLC 0.03% Reduce -56.3% 1,072 $142K
Darwin Wealth Management, LLC 0.05% Reduce -34.7% 1,102 $141K
ESL Trust Services, LLC 0.03% No change 1,055 $135K
Strengthening Families & Communities, LLC 0.08% Reduce -96.1% 1,045 $133K
Sandy Spring Bank 0.01% Reduce -0.9% 1,008 $129K
Empowered Funds, LLC 0.00% New 989 $126K
Stelac Advisory Services LLC 0.05% No change 979 $125K
Tsfg, LLC 0.03% Add +0.1% 971 $124K
Beaird Harris Wealth Management, LLC 0.01% No change 956 $122K
Transce3nd, LLC 0.04% — 950 $121K
Kimelman & Baird, LLC 0.01% No change 939 $120K
Robinswood Financial LLC 0.04% Reduce -40.0% 916 $117K
DHJJ Financial Advisors, Ltd. 0.05% Add +0.1% 916 $117K
Crewe Advisors LLC 0.02% Reduce -0.6% 891 $114K
Gleason Group, Inc. 0.02% Add +0.8% 879 $112K
Accredited Wealth Management, LLC 0.10% — 875 $112K
Kentucky Trust Co 0.06% — 861 $110K
Russell Investments Group, Ltd. 0.00% Add +11.4% 851 $109K
Sachetta, LLC 0.04% Add +105.9% 840 $107K
Tidemark, LLC 0.04% No change 831 $106K
West Financial Advisors, LLC 0.02% Reduce -11.9% 823 $105K
McIlrath & Eck, LLC 0.01% Add +0.5% 802 $102K
Principia Wealth Advisory, LLC 0.09% — 786 $100K
Venturi Wealth Management, LLC 0.00% No change 761 $97K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 750 $96K
Pathway Financial Advisers, LLC 0.03% Add +0.5% 750 $96K
Vermillion & White Wealth Management Group, LLC 0.07% Add +3.4% 724 $92K
Ransom Advisory, Ltd 0.04% Add +71.3% 721 $92K
Twin Lakes Capital Management, LLC 0.06% No change 700 $89K
Ameriflex Group, Inc. 0.04% — 664 $88K
Pacifica Partners Inc. 0.04% Add +44.8% 682 $87K
Ballast Advisors LLC 0.03% No change 677 $86K
Delta Asset Management LLC 0.01% No change 636 $81K
American National Bank & Trust 0.01% Add +41.9% 623 $79K
PSI Advisors, LLC 0.02% Reduce -15.8% 616 $79K
Marquette Asset Management, LLC 0.01% No change 600 $77K
Hurley Capital, LLC 0.06% — 595 $76K
WFA Asset Management Corp 0.04% Add +0.9% 586 $75K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 576 $73K
Bank of New Hampshire 0.02% No change 562 $72K
Wood Tarver Financial Group, LLC 0.02% — 558 $71K
Missouri Trust & Investment Co 0.02% Reduce -8.8% 556 $71K
New Millennium Group LLC 0.04% Add +2.0% 550 $70K
Bay Harbor Wealth Management, LLC 0.02% No change 546 $70K
Hilltop National Bank 0.02% No change 542 $69K
Luminist Capital LLC 0.12% — 528 $67K
Financial Connections Group, Inc. 0.03% No change 526 $67K
Nova Wealth Management, Inc. 0.06% — 510 $65K
CGC Financial Services, LLC 0.03% No change 509 $65K
Stance Capital LLC 0.04% — 504 $64K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 500 $64K
Sunbelt Securities, Inc. 0.01% Add +53.7% 495 $63K
Keystone Financial Group, Inc. 0.05% — 481 $61K
Graney & King, LLC 0.05% — 480 $61K
Wolff Wiese Magana LLC 0.04% Add +0.2% 469 $60K
GAMMA Investing LLC 0.01% No change 457 $58K
Washington Trust Advisors, Inc. 0.00% Add +2.5% 447 $57K
Gen-Wealth Partners Inc 0.02% No change 432 $55K
Mb, Levis & Associates, LLC 0.03% No change 428 $55K
Winthrop Capital Management, LLC 0.01% New 425 $54K
2UniFi Bank 0.04% — 420 $54K
Motco 0.01% No change 420 $54K
Ridgewood Investments LLC 0.03% No change 417 $53K
NFSG Corp 0.01% New 416 $53K
Fortitude Family Office, LLC 0.02% Add +0.7% 415 $53K
Rise Advisors, LLC 0.03% Add +0.2% 414 $53K
Creative Capital Management Investments LLC 0.02% No change 413 $53K
Pineridge Advisors LLC 0.02% Reduce -24.3% 404 $52K
Blume Capital Management, Inc. 0.01% No change 400 $51K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -67.2% 406 $51K
Tortoise Investment Management, LLC 0.01% No change 399 $51K
Blue Bell Private Wealth Management, LLC 0.01% No change 398 $51K
Tradewinds Capital Management, LLC 0.01% Add +1488.0% 397 $51K
Minot DeBlois Advisors LLC 0.04% — 386 $49K
State Farm Mutual Automobile Insurance Co. 0.00% New 386 $49K
IAG Wealth Partners, LLC 0.01% Reduce -26.7% 385 $49K
Centricity Wealth Management, LLC 0.05% — 380 $48K
Citadel Advisors 0.00% Reduce -97.9% 373 $48K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 360 $46K
Highline Wealth Partners LLC 0.01% Add +0.8% 355 $45K
Oarsman Capital, Inc. 0.01% No change 351 $45K
Pillar Financial Advisors, LLC 0.03% — 320 $41K
Financial Gravity Companies, Inc. 0.01% Add +39.3% 319 $41K
Wingate Wealth Advisors, Inc. 0.04% — 307 $39K
Decker Retirement Planning Inc. 0.02% — 305 $39K
Castleview Partners, LLC 0.02% Add +49.2% 279 $36K
Front Row Advisors LLC 0.01% No change 278 $35K
Northwest Capital Management Inc 0.01% No change 275 $35K
Ulland Investment Advisors, LLC 0.02% Add +12.2% 275 $35K
Resources Management Corp. /CT/ 0.00% No change 276 $35K
Runnymede Capital Advisors, Inc. 0.03% — 264 $34K
Valley Wealth Managers, Inc. 0.00% Add +314.8% 253 $32K
Barclays PLC 0.00% No change 248 $32K
Richard W. Paul & Associates, LLC 0.01% No change 244 $31K
American Capital Advisory, LLC 0.02% No change 234 $30K
First United Bank & Trust 0.01% Reduce -5.7% 230 $29K
Bell Investment Advisors, Inc 0.01% No change 229 $29K
Byrne Asset Management LLC 0.02% Reduce -38.5% 227 $29K
Central Pacific Bank - Trust Division 0.00% No change 222 $28K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.4% 219 $28K
Moser Wealth Advisors, LLC 0.01% No change 213 $27K
Carolinas Wealth Consulting LLC 0.01% Reduce -98.7% 205 $26K
Coston, McIsaac & Partners 0.01% Add +7.8% 206 $26K
AllSquare Wealth Management LLC 0.01% No change 200 $26K
FSA Wealth Management LLC 0.01% No change 200 $26K
MeadowBrook Investment Advisors LLC 0.02% No change 190 $24K
Horrell Capital Management, Inc. 0.01% No change 185 $24K
POM Investment Strategies, LLC 0.02% New 184 $23K
Ogorek Anthony Joseph /NY/ 0.01% Add +93.6% 182 $23K
Chilton Capital Management LLC 0.00% Reduce -29.5% 177 $23K
Country Trust Bank 0.00% No change 167 $21K
Parkworth Wealth Management, Inc. 0.02% — 167 $21K
PrairieView Partners, LLC 0.00% Reduce -34.3% 167 $21K
Centennial Bank 0.01% Reduce -80.9% 153 $20K
Running Point Capital Advisors, LLC 0.01% No change 150 $19K
Reyes Financial Architecture, Inc. 0.01% — 147 $19K
1620 Investment Advisors, Inc. 0.01% No change 147 $19K
Coppell Advisory Solutions LLC 0.00% Add +0.7% 142 $18K
Murphy & Mullick Capital Management Corp 0.02% — 137 $17K
PayPay Securities Corp 0.66% Add +120.4% 119 $15K
Truvestments Capital LLC 0.00% Add +0.8% 118 $15K
Accent Capital Management, LLC 0.01% No change 114 $15K
St Germain D J Co. Inc. 0.00% No change 109 $14K
Pinney & Scofield, Inc. 0.01% — 100 $13K
Davis Capital Management 0.01% 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 $11K
Horizon Investments, LLC 0.00% New 82 $10K
Capital A Wealth Management, LLC 0.02% — 77 $10K
Hexagon Capital Partners LLC 0.00% New 77 $10K
PFS Partners, LLC 0.01% Add +1.3% 77 $10K
Laurel Wealth Advisors LLC 0.00% No change 76 $10K
Endeavor Private Wealth, Inc. 0.01% — 71 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $9K
Clark Wealth Partners 0.01% — 65 $8K
Signature Resources Capital Management, LLC 0.01% No change 60 $8K
LRI Investments, LLC 0.00% No change 50 $6K
Allianz Asset Management GmbH 0.00% Reduce -11.5% 46 $6K
Mattson Financial Services, LLC 0.00% New 43 $6K
Cranbrook Wealth Management, LLC 0.00% No change 41 $5K
Curio Wealth, LLC 0.00% — 40 $5K
Creekmur Asset Management LLC 0.00% No change 38 $5K
Clear Investment Research, LLC 0.01% Reduce -2.6% 38 $5K
Financially Speaking Inc 0.00% — 36 $5K
Ruedi Wealth Management, Inc. 0.00% No change 35 $4K
Piscataqua Savings Bank 0.00% No change 29 $4K
WR Wealth Planners, LLC 0.00% Reduce -92.6% 29 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 26 $3K
Roxbury Financial LLC 0.00% — 22 $3K
AlphaMark Advisors, LLC 0.00% No change 25 $3K
Costello Asset Management, INC 0.00% New 21 $3K
Putney Financial Group LLC 0.00% — 15 $2K
Lanark Financial, Inc. 0.15% — 13 $2K
Morse Asset Management, Inc 0.00% No change 11 $1K
Sterling Capital Management LLC 0.00% No change 8 $1K
Briaud Financial Planning Inc 0.00% New 10 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 5 $637
High Note Wealth, LLC 0.00% New 2 $255
Retirement Wealth Solutions LLC 0.00% — 1 $185
Silicon Valley Capital Partners 0.00% New 1 $183
New Wave Wealth Advisors LLC 0.00% New 1 $141
Hartford Financial Management Inc. 0.00% No change 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.