Vanguard High DVD Yield ETFVYMETF

13F holders, Q1 2025 (March 31)
1,801holders −2
98new positions
79sold out
5famous investors
$127.07avg. 13F price*

At the end of Q1 2025, 1,801 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, down 2 from Q4 2024. 98 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($1.6B), Morgan Stanley ($1.3B) and Raymond James Financial Inc. ($943.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$276.8M
Exits79$217.1M

All 13F filers, Q4 2024 → Q1 2025: 7,330,663 shares bought and 16,464,510 shares sold, net −9,133,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,801 holders

Bank of America Corp. 0.14% Reduce -11.6% 12,142,352 $1.6B
Morgan Stanley 0.09% Add +1.6% 9,899,748 $1.3B
Raymond James Financial Inc. 0.36% Add +1.3% 7,312,162 $943.0M
Sumitomo Life Insurance Co. 26.64% Reduce -61.9% 5,773,322 $744.5M
LPL Financial LLC 0.29% Add +2.1% 5,760,304 $742.8M
JPMorgan Chase & Co. 0.05% Add +0.2% 5,469,486 $705.3M
Wells Fargo & Company 0.16% Add +2.3% 5,128,800 $661.4M
Envestnet Asset Management Inc. 0.19% Reduce -6.8% 4,523,391 $583.3M
Ameriprise Financial Inc. 0.13% Add +10.8% 3,816,873 $492.4M
Creative Planning 0.44% Reduce -0.8% 3,619,849 $466.8M
UBS Group AG 0.09% Add +2.1% 3,083,726 $397.7M
Commonwealth Equity Services, LLC 0.45% Add +6.3% 2,490,460 $321.2M
Royal Bank of Canada 0.07% Reduce -0.4% 2,395,589 $308.9M
Manufacturers Life Insurance Company, The 0.29% Add +4.2% 2,369,045 $305.5M
Mercer Global Advisors Inc. 0.69% Add +6.5% 2,329,714 $300.4M
Goldman Sachs Group Inc. 0.05% Add +1.0% 2,055,301 $265.1M
Jones Financial Companies LLLP 0.22% Add +15.4% 1,882,559 $240.2M
Janney Montgomery Scott LLC 0.67% Add +1.1% 1,824,424 $235.3M
Cetera Investment Advisers 0.41% Add +4.9% 1,622,745 $209.3M
SCS Capital Management LLC 2.53% New 1,540,670 $198.7M
Pathstone Holdings, LLC 0.79% Reduce -1.1% 1,414,963 $182.5M
HighTower Advisors, LLC 0.23% Add +26.2% 1,293,248 $166.8M
Stifel Financial Corp. 0.18% Reduce -8.8% 1,287,041 $166.0M
Rakuten Investment Management, Inc. 0.73% — 1,258,454 $160.5M
Osaic Holdings, Inc. 0.30% Add +11.1% 1,047,105 $135.1M
Howard Capital Management, LLC 3.38% Reduce -0.0% 1,044,234 $134.7M
Kestra Advisory Services, LLC 0.61% Reduce -3.7% 968,903 $124.9M
Truist Financial Corp. 0.20% Add +4.4% 957,836 $123.5M
Joel Isaacson & Co., LLC 5.54% Add +2.6% 947,143 $122.1M
PNC Financial Services Group, Inc. 0.06% Reduce -2.5% 891,727 $115.0M
Wharton Business Group, LLC 5.19% Reduce -0.3% 890,518 $114.8M
Cambridge Investment Research Advisors, Inc. 0.38% Add +2.0% 875,530 $112.9M
Florida Trust Wealth Management Co 3.42% Add +2.5% 817,056 $105.4M
Captrust Financial Advisors 0.25% Add +7.2% 780,612 $100.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -8.2% 765,107 $98.7M
Bell Bank 4.74% Reduce -2.2% 680,876 $87.8M
Martel Wealth Advisors LLC 17.23% Reduce -1.0% 670,778 $86.5M
Allworth Financial LP 0.48% Add +2.7% 695,462 $85.8M
D.A. Davidson & Co. 0.68% Add +1.9% 656,794 $84.7M
One Day In July LLC 8.36% Add +7.7% 647,281 $83.5M
Bank of Montreal 0.04% Add +7.1% 639,948 $82.5M
Stratos Wealth Partners, LTD. 1.25% Reduce -6.4% 626,777 $80.8M
Assetmark, Inc. 0.22% Add +41.2% 625,777 $80.7M
SBI Securities Co., Ltd. 2.67% Add +2.2% 621,154 $80.1M
Cerity Partners LLC 0.16% Reduce -0.3% 607,208 $78.3M
HCR Wealth Advisors 10.15% Add +3.4% 604,437 $77.9M
Steward Partners Investment Advisory, LLC 0.65% Add +5.5% 572,875 $73.9M
Mesirow Financial Investment Management, Inc. 1.41% Add +0.7% 566,079 $73.0M
MML Investors Services, LLC 0.23% Add +4.6% 540,349 $69.7M
Mariner, LLC 0.12% Add +1.0% 537,817 $69.3M
Marino, Stram & Associates LLC 15.37% Reduce -0.6% 536,723 $69.2M
Equitable Holdings, Inc. 0.65% Add +5.1% 532,212 $68.6M
Pinnacle Associates Ltd. 0.98% Reduce -0.1% 518,633 $66.9M
Wealth Enhancement Advisory Services, LLC 0.12% Add +13.3% 499,133 $64.4M
Baird Financial Group, Inc. 0.12% Add +3.4% 483,914 $62.4M
Northeast Financial Consultants Inc 2.73% Reduce -0.5% 477,068 $61.5M
Wellspring Financial Advisors, LLC 6.81% Reduce -6.6% 2,772,231 $61.2M
Inspirion Wealth Advisors, LLC 8.19% Add +0.8% 457,046 $58.9M
White Lighthouse Investment Management Inc. 10.18% Add +1.6% 441,874 $57.0M
Arlington Trust Co LLC 11.99% Reduce -0.8% 438,511 $56.6M
CW Advisors, LLC 0.66% Add +11.1% 424,493 $54.8M
Smithfield Trust Co 2.51% Add +0.3% 387,955 $50.0M
Private Advisor Group, LLC 0.29% Add +0.4% 376,680 $48.6M
Waldron Private Wealth LLC 2.15% Reduce -3.5% 353,240 $45.6M
Operose Advisors LLC 15.09% Reduce -0.3% 353,152 $45.5M
Atria Wealth Solutions, Inc. 0.54% Reduce -8.2% 349,851 $45.1M
Moneta Group Investment Advisors LLC 0.60% Add +6.3% 340,284 $43.9M
Waverly Advisors, LLC 0.53% Add +2.5% 334,527 $43.1M
Baltimore-Washington Financial Advisors, Inc. 2.29% Add +2.4% 329,589 $42.5M
MBM Wealth Consultants, LLC 12.26% Add +1.1% 321,618 $41.5M
Cornerstone Advisory, LLC 4.80% Add +0.7% 330,268 $41.1M
Auto-Owners Insurance Co 1.07% Reduce -69.0% 321,533 $40.6M
M&T Bank Corp 0.15% Reduce -3.7% 311,652 $40.2M
NewEdge Advisors, LLC 0.23% Add +4.6% 298,110 $38.4M
Avantax Advisory Services, Inc. 0.23% Add +6.6% 296,726 $38.3M
Round Rock Advisors LLC 7.00% Add +10.2% 292,497 $37.7M
Pinnacle Wealth Management Advisory Group, LLC 3.51% Reduce -0.2% 292,163 $37.7M
Bank of Hawaii 2.14% Reduce -23.4% 288,957 $37.3M
Sabal Trust CO 2.06% Reduce -2.5% 288,320 $37.2M
Twele Capital Management, Inc. 7.87% Reduce -0.1% 287,865 $37.1M
Zhang Financial LLC 1.96% Add +2.7% 286,946 $37.0M
Wealthspire Advisors, LLC 0.21% Add +92.7% 273,390 $35.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +4.0% 272,884 $35.2M
Buska Wealth Management, LLC 10.80% Add +6.3% 267,361 $34.5M
Iron Horse Wealth Management, LLC 10.88% Add +3.5% 262,767 $33.9M
Heartwood Wealth Advisors LLC 3.76% Reduce -3.9% 255,363 $32.9M
New England Asset Management Inc. 5.46% Add +23.1% 249,040 $32.1M
Keybank National Association 0.13% Reduce -1.8% 248,618 $32.1M
Human Investing LLC 5.63% Add +2.2% 247,882 $32.0M
Act Wealth Management, LLC 14.37% Add +3.2% 246,259 $31.8M
Sei Investments Co. 0.04% Reduce -0.9% 242,498 $31.3M
Corient Private Wealth LP 0.05% Reduce -6.9% 238,094 $30.7M
Lido Advisors, LLC 0.18% Add +7.3% 236,846 $30.5M
DAVENPORT & Co LLC 0.18% Add +3.7% 235,503 $30.4M
Beacon Financial Group 3.29% Reduce -6.2% 233,815 $30.2M
Beacon Pointe Advisors, LLC 0.34% Reduce -0.9% 233,443 $30.1M
Conservest Capital Advisors, Inc. 3.13% Reduce -0.2% 231,426 $29.8M
Crews Bank & Trust 4.95% Add +1.3% 225,010 $29.0M
Pacific Capital Wealth Advisors, Inc. 4.98% Add +1.4% 223,416 $28.8M
Merit Financial Group, LLC 0.43% Add +64.9% 221,568 $28.6M
Berkeley Capital Partners, LLC 7.81% Add +0.3% 220,044 $28.4M
FMR LLC 0.00% Add +1.7% 219,070 $28.3M
Venture Visionary Partners LLC 1.18% Add +0.5% 218,921 $28.2M
United Services Automobile Association 0.86% Add +2.0% 215,991 $27.9M
Opus Capital Group, LLC 3.58% Reduce -10.3% 215,841 $27.8M
Focus Financial Network, Inc. 1.13% Reduce -3.1% 214,542 $27.7M
DeDora Capital, Inc. 7.78% Reduce -1.2% 209,387 $27.0M
Rebalance, LLC 1.98% Add +0.3% 208,514 $26.9M
WASHINGTON TRUST Co 1.02% Add +1.7% 207,047 $26.7M
Regions Financial Corp. 0.20% Reduce -7.1% 206,469 $26.6M
Wolff Financial Management LLC 7.37% Add +0.4% 206,416 $26.6M
Focused Wealth Management, Inc 3.62% Add +0.1% 206,076 $26.6M
Focus Partners Wealth 0.07% Reduce -1.8% 202,687 $26.1M
Comerica Bank 0.11% Add +1.3% 202,392 $26.1M
Arkos Global Advisors 3.82% Add +4.1% 201,457 $26.0M
GSG Advisors LLC 8.52% Add +2.1% 211,392 $25.9M
Southern Farm Bureau Life Insurance 3.79% No change 200,033 $25.8M
Sanctuary Advisors, LLC 0.18% Reduce -12.1% 199,702 $25.8M
FineMark National Bank & Trust 0.94% Add +0.5% 198,658 $25.6M
IFG Advisory, LLC 1.42% Add +1.5% 198,040 $25.5M
Roble, Belko & Company, Inc 4.07% Reduce -0.2% 197,984 $25.5M
Townsquare Capital LLC 0.27% Reduce -12.0% 194,578 $25.1M
Dagco, Inc. 8.08% Add +1.4% 193,661 $25.0M
US Bancorp \de 0.03% Add +1.5% 190,485 $24.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.74% Reduce -0.1% 190,019 $24.5M
Graves Light Lenhart Wealth, Inc. 2.98% Reduce -0.1% 188,579 $24.3M
Integrated Wealth Concepts LLC 0.28% Add +0.1% 185,019 $23.9M
NorthCoast Asset Management LLC 0.12% Reduce -9.3% 183,680 $23.7M
Valmark Advisers, Inc. 0.36% Add +0.8% 182,532 $23.5M
First Manhattan Co. Llc. 0.07% Reduce -0.0% 181,937 $23.5M
Oak Harvest Investment Services 3.26% Reduce -2.7% 180,879 $23.3M
Old National Bancorp 0.61% Reduce -0.6% 180,693 $23.3M
Forum Private Client Group LLC 9.84% Add +2.7% 175,834 $22.7M
Money Concepts Capital Corp. 1.69% Add +1.4% 174,615 $22.5M
AE Wealth Management LLC 0.19% Add +0.8% 173,564 $22.4M
Measured Wealth Private Client Group, LLC 7.17% Add +3.4% 173,313 $22.4M
Montis Financial, LLC 6.48% Reduce -10.5% 170,794 $22.0M
Northern Trust Corp. 0.00% Reduce -2.0% 165,732 $21.4M
Avion Wealth 5.38% Add +0.1% 164,433 $21.0M
Investment Advisory Group, LLC 6.97% Add +4.5% 161,475 $20.8M
First Hawaiian Bank 2.99% Reduce -2.2% 159,283 $20.5M
Essex Financial Services, Inc. 1.48% Reduce -1.3% 159,188 $20.5M
&partners 0.22% Add +71.6% 158,811 $20.3M
Commerce Bank 0.13% Add +0.3% 156,954 $20.2M
First National Trust Co 0.81% Reduce -15.9% 156,082 $20.1M
Keudell/Morrison Wealth Management 4.72% Reduce -1.8% 155,286 $20.0M
Avior Wealth Management, LLC 0.76% Add +61.7% 154,304 $19.9M
Wellington Management Group LLP 0.00% Add +29.8% 153,273 $19.8M
Westside Investment Management, Inc. 4.20% Add +10.6% 152,779 $19.7M
Penserra Capital Management LLC 0.35% New 151,537 $19.5M
Annandale Capital, LLC 3.66% Add +0.2% 151,475 $19.5M
Blair William & Co. 0.06% Add +2.3% 150,468 $19.4M
Piedmont Capital Management, LLC 13.84% Add +3.5% 168,004 $19.3M
Arkadios Wealth Advisors 0.73% Add +822.6% 149,397 $19.3M
Ariston Services Group 16.02% Add +1.1% 148,671 $19.2M
Bessemer Group Inc. 0.03% Add +0.3% 147,302 $19.0M
Mittelman Wealth Management 17.11% Add +5.6% 147,052 $19.0M
Baker Ellis Asset Management LLC 2.71% Reduce -1.1% 145,819 $18.8M
Exencial Wealth Advisors, LLC 0.70% Add +0.2% 145,597 $18.8M
Salomon & Ludwin, LLC 1.99% Reduce -2.7% 144,449 $18.6M
IFP Advisors, Inc 0.57% Add +62.7% 144,194 $18.6M
Concurrent Investment Advisors, LLC 0.45% Add +8.0% 143,797 $18.5M
Long Run Wealth Advisors, LLC 4.20% Add +14.6% 143,784 $18.5M
Wealth Dimensions Group, Ltd. 4.42% Add +2.5% 143,688 $18.5M
Mutual Advisors, LLC 0.53% Add +1.3% 149,403 $18.4M
Nations Financial Group Inc, /Ia/ 1.39% Add +1.0% 140,989 $18.2M
LBMC Investment Advisors, LLC 1.42% Add +0.6% 140,619 $18.1M
Select Asset Management & Trust 7.25% Add +3.9% 140,372 $18.1M
Northside Capital Management, LLC 2.89% Reduce -0.1% 138,090 $17.8M
Financial Perspectives, Inc 6.06% Reduce -0.2% 135,633 $17.7M
Performance Wealth Partners, LLC 0.61% Add +5.5% 132,967 $17.1M
Benchmark Wealth Management, LLC 8.24% Reduce -2.6% 132,099 $17.0M
PFG Advisors 0.94% Add +16.6% 131,089 $16.9M
CENTRAL TRUST Co 0.42% Reduce -17.4% 131,037 $16.9M
Hardy Reed LLC 1.48% No change 130,429 $16.8M
Drucker Wealth 3.0, LLC 3.68% Reduce -21.4% 129,543 $16.7M
Oak Hill Wealth Advisors, LLC 3.84% Add +2.2% 128,264 $16.5M
Hippocratic Financial Advisors, LLC 9.77% Add +0.3% 127,268 $16.4M
Francis Financial, Inc. 3.99% Reduce -4.0% 127,135 $16.4M
Flagship Wealth Advisors, LLC 6.88% Add +33.6% 126,696 $16.3M
TBH Global Asset Management, LLC 3.13% Add +41.7% 140,861 $16.3M
Trustmark Bank Trust Department 1.20% No change 125,845 $16.2M
Tepp RIA, LLC 22.02% Add +11.8% 125,727 $16.2M
Wealthcare Advisory Partners LLC 0.43% Add +3.5% 124,240 $16.0M
Transcend Capital Advisors, LLC 1.15% Reduce -1.1% 124,014 $16.0M
Pinnacle Financial Partners Inc 0.32% Reduce -0.1% 122,376 $15.8M
Private Advisory Group LLC 1.80% Add +2.4% 122,286 $15.8M
Principle Wealth Partners LLC 1.11% Reduce -4.6% 120,283 $15.5M
Patriot Investment Management Group, Inc. 1.14% Reduce -1.5% 117,653 $15.2M
Employees' Retirement Fund of the City of Fort Worth 7.46% No change 117,403 $15.1M
Steele Capital Management, Inc. 0.78% Add +1.6% 116,141 $15.0M
Composition Wealth, LLC 0.30% Add +3.1% 116,063 $15.0M
Vestmark Advisory Solutions, Inc. 0.38% Add +13.8% 115,687 $14.9M
Ballast, Inc. 4.17% Add +0.8% 114,423 $14.8M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 113,145 $14.6M
Procyon Advisors, LLC 0.89% Reduce -4.5% 113,128 $14.6M
Rockefeller Capital Management L.P. 0.04% Reduce -0.2% 112,766 $14.5M
Cresset Asset Management, LLC 0.07% Reduce -4.7% 111,969 $14.4M
Headinvest, LLC 2.78% Add +0.3% 110,780 $14.3M
Unison Advisors LLC 1.81% Reduce -14.3% 110,387 $14.2M
SlateStone Wealth, LLC 1.41% Reduce -7.2% 109,168 $14.1M
CreativeOne Wealth, LLC 0.41% Reduce -4.5% 106,820 $13.8M
First Horizon Advisors, Inc. 0.38% Reduce -20.9% 105,759 $13.6M
Peapack Gladstone Financial Corp. 0.20% Reduce -0.6% 105,616 $13.6M
Paragon Financial Partners, Inc. 10.65% Reduce -1.2% 105,456 $13.6M
Clearstead Advisors, LLC 0.21% Add +2.0% 104,521 $13.5M
Howard Wealth Management, LLC 7.50% Reduce -2.1% 104,405 $13.5M
Asset Allocation & Management Company, LLC 6.72% No change 102,990 $13.3M
OneAscent Financial Services LLC 0.86% Add +101.0% 102,630 $13.2M
VSM Wealth Advisory, LLC 4.71% Add +0.3% 101,595 $13.1M
Natixis Advisors, LLC 0.02% Add +5.8% 100,068 $12.9M
Integrated Advisors Network LLC 0.65% Reduce -25.6% 99,860 $12.9M
Aptus Capital Advisors, LLC 0.15% Reduce -3.0% 99,830 $12.9M
Causey Wealth LLC 7.11% Reduce -3.0% 98,613 $12.7M
Pointe Capital Management LLC 7.37% Add +2.3% 97,684 $12.6M
Bordeaux Wealth Advisors LLC 2.33% Reduce -5.8% 97,571 $12.6M
Hancock Whitney Corp. 0.41% Add +0.4% 97,412 $12.6M
Bernardo Wealth Planning LLC 3.00% Add +1.6% 97,192 $12.5M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -36.6% 96,708 $12.5M
Stonebridge Capital Advisors LLC 0.99% Add +6.3% 93,896 $12.1M
Cherry Tree Wealth Management, LLC 2.92% Reduce -0.4% 93,760 $12.1M
High Net Worth Advisory Group LLC 3.41% Reduce -0.1% 93,678 $12.1M
Ameritas Advisory Services, LLC 0.49% Reduce -14.1% 93,644 $12.0M
Arthur M. Cohen & Associates, LLC 2.30% Add +4.3% 93,094 $12.0M
Certified Advisory Corp 1.35% Add +8.8% 92,399 $11.9M
Stokes Family Office, LLC 1.32% Reduce -5.8% 91,340 $11.8M
Vanguard Group Inc. 0.00% Reduce -0.6% 91,162 $11.8M
Insight Wealth Strategies, LLC 1.58% Reduce -5.6% 91,139 $11.8M
Global Wealth Management Investment Advisory, Inc. 2.33% Add +3.8% 90,449 $11.7M
Linscomb Wealth, Inc. 0.57% Reduce -2.3% 89,309 $11.5M
Ieq Capital, LLC 0.09% Add +2.2% 88,786 $11.4M
Rwa Wealth Partners, LLC 0.14% Add +344.5% 88,396 $11.4M
SWAN Capital LLC 5.25% Add +1.7% 88,144 $11.4M
Capstone Wealth Management Group, LLC 6.44% Reduce -0.3% 87,486 $11.3M
Evermay Wealth Management LLC 1.47% Reduce -2.9% 87,040 $11.2M
Ironwood Wealth Management, Inc. 5.84% Add +5.9% 93,959 $11.2M
Bryn Mawr Trust Advisors, LLC 0.67% Reduce -7.0% 86,716 $11.2M
Grandview Asset Management LLC 4.24% Add +3.7% 86,524 $11.2M
Capital Advisors Wealth Management, LLC 1.96% Reduce -21.0% 86,232 $11.1M
Iron Gate Global Advisors LLC 1.53% Add +13.9% 86,212 $11.1M
Seneca Financial Advisors LLC 5.38% Add +4.1% 86,145 $11.1M
Citigroup Inc. 0.01% Reduce -10.0% 84,857 $10.9M
EP Wealth Advisors, LLC 0.09% Add +24.6% 84,258 $10.9M
Penney Financial, LLC 7.04% Add +5.3% 83,122 $10.7M
Pinnacle Financial Group, LLC / IL 3.88% Add +5.3% 82,807 $10.7M
GW Henssler & Associates Ltd. 0.61% Add +27.9% 81,976 $10.6M
Pettinga Financial Advisors LLC 2.48% Reduce -4.4% 81,756 $10.5M
Asset Allocation Strategies LLC 2.61% Reduce -6.8% 81,220 $10.5M
Park Avenue Securities LLC 0.13% Add +13.3% 80,800 $10.4M
Milestone Investment Advisors LLC 2.88% Add +11.7% 80,576 $10.4M
Romano Brothers and Company 1.34% Add +1.6% 80,536 $10.4M
Strategic Family Wealth Counselors, L.L.C. 3.37% Add +1.9% 80,473 $10.4M
EPG Wealth Management LLC 2.89% Reduce -0.1% 80,397 $10.4M
Apeiron RIA LLC 3.12% Reduce -5.9% 80,134 $10.3M
Matrix Asset Advisors Inc. 1.11% Add +12.5% 77,860 $10.0M
United Capital Financial Advisors, LLC 0.09% Reduce -2.8% 77,484 $10.0M
Brookstone Capital Management 0.14% Add +7.7% 77,333 $10.0M
Accretive Wealth Partners, LLC 3.51% Add +14.5% 79,799 $9.9M
Brown Advisory Inc. 0.01% Add +4.7% 77,011 $9.9M
Associated Banc-Corp 0.30% Reduce -4.7% 76,780 $9.9M
Deutsche Bank AG 0.00% Reduce -2.7% 76,690 $9.9M
Summit Wealth Partners, LLC 2.00% Reduce -1.6% 76,294 $9.8M
Granite FO LLC 5.58% Reduce -3.0% 76,187 $9.8M
AMG National Trust Bank 0.27% Add +4.5% 75,800 $9.8M
HB Wealth Management, LLC 0.08% Add +18.5% 75,214 $9.7M
Raab & Moskowitz Asset Management LLC 2.44% Add +4.0% 75,090 $9.7M
CoreCap Advisors, LLC 0.42% Add +60.8% 74,501 $9.6M
Stephens Inc. 0.14% Reduce -10.2% 74,475 $9.6M
Fiduciary Trust Co 0.13% Reduce -41.2% 74,289 $9.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Reduce -5.1% 73,891 $9.5M
Crescent Grove Advisors, LLC 0.99% Add +2.4% 73,640 $9.5M
Pps&v Asset Management Consultants, Inc. 6.88% Reduce -0.3% 73,488 $9.5M
Summit Financial, LLC 0.27% Add +10.9% 73,339 $9.5M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -10.0% 73,153 $9.4M
Octavia Wealth Advisors, LLC 1.14% Reduce -5.5% 72,839 $9.4M
CIBC Private Wealth Group LLC 0.02% Reduce -2.2% 81,698 $9.4M
Rollins Financial Advisors, LLC 1.63% Add +1.8% 72,596 $9.4M
waypoint wealth counsel 5.88% Reduce -1.8% 72,556 $9.4M
Flagship Harbor Advisors, LLC 0.48% Add +3.7% 71,444 $9.2M
Sterling Financial Planning, Inc. 3.33% Add +2.1% 71,305 $9.2M
Atlas Legacy Advisors, LLC 2.33% Reduce -3.3% 71,214 $9.2M
Woodmont Investment Counsel LLC 0.66% Reduce -0.6% 71,181 $9.2M
Sonata Capital Group Inc. 3.94% Reduce -0.2% 70,140 $9.0M
Arax Advisory Partners 0.58% Reduce -0.0% 70,008 $9.0M
Avantax Planning Partners, Inc. 0.32% Add +4.1% 69,191 $8.9M
Country Club Bank 0.60% Reduce -0.4% 69,806 $8.9M
Robertson Stephens Wealth Management, LLC 0.33% Reduce -1.4% 69,000 $8.9M
Capital Analysts, LLC 0.33% Add +7.6% 68,988 $8.9M
Paradigm Capital Management, LLC 9.24% Reduce -10.0% 68,943 $8.9M
Baron Silver Stevens Financial Advisors, LLC 1.54% Reduce -8.8% 68,438 $8.8M
Curran Financial Partners, LLC 2.16% Add +56.3% 68,288 $8.8M
Advisory Services Network, LLC 0.17% Reduce -42.9% 68,156 $8.8M
Elevation Point Wealth Partners, LLC 0.75% Reduce -1.2% 68,116 $8.8M
Kingsview Wealth Management, LLC 0.16% Add +11.1% 67,830 $8.7M
ArborFi Advisors, LLC 8.67% Add +4.8% 67,684 $8.7M
AA Financial Advisors, LLC 2.13% Add +10.7% 67,662 $8.7M
HBW Advisory Services LLC 1.24% Reduce -2.3% 67,384 $8.7M
Evergreen Wealth Management, LLC 5.18% Reduce -0.1% 67,307 $8.7M
StoneX Group Inc. 0.47% Add +2.7% 66,007 $8.5M
Cwm, LLC 0.03% Add +11.7% 64,833 $8.4M
Gallagher Fiduciary Advisors, LLC 0.27% Add +2276.0% 64,509 $8.3M
Cascade Financial Partners, LLC 1.04% Reduce -2.7% 64,006 $8.3M
Greenberg Financial Group 3.43% — 55,564 $8.2M
180 Wealth Advisors, LLC 1.31% Reduce -0.4% 63,774 $8.2M
Sound View Wealth Advisors Group, LLC 0.67% Reduce -2.6% 63,771 $8.2M
Spreng Capital Management, Inc. 3.82% Add +3.5% 63,695 $8.2M
MAI Capital Management 0.06% Reduce -0.9% 62,937 $8.1M
Evergreen Capital Management LLC 0.27% Reduce -3.8% 62,838 $8.1M
Leelyn Smith, LLC 1.42% Reduce -0.6% 61,864 $8.0M
Chelsea Counsel Co. 4.33% Reduce -1.4% 61,800 $8.0M
Eagle Strategies LLC 1.39% Add +4.7% 61,798 $8.0M
Howe & Rusling Inc. 0.67% Reduce -17.8% 61,604 $7.9M
West Bancorporation Inc. 5.35% Add +32.2% 61,098 $7.9M
Stillwater Capital Advisors, LLC 1.10% Add +8.2% 61,092 $7.9M
RDA Financial Network 2.35% Add +1.5% 61,029 $7.9M
Montz Harcus Wealth Management LLC 4.30% Add +1.0% 61,021 $7.9M
XML Financial, LLC 0.73% Add +1.5% 60,565 $7.8M
Harbour Investments, Inc. 0.22% Add +9.6% 60,303 $7.8M
Dynamic Advisor Solutions LLC 0.26% New 60,276 $7.8M
Tilson Financial Group, Inc. 3.06% Add +1.2% 60,046 $7.7M
Bremer Bank National Association 1.37% No change 59,633 $7.7M
Quest Investment Management LLC 0.95% Add +3.9% 59,448 $7.7M
Tide Cove Capital Partners LLC 6.63% Add +0.4% 59,072 $7.6M
Sage Financial Management Group, Inc. 2.76% Reduce -3.4% 59,064 $7.6M
Sigma Investment Counselors Inc. 0.47% Reduce -27.1% 59,047 $7.6M
Whittier Trust Co. 0.11% Reduce -0.9% 58,827 $7.6M
Williams Jones Wealth Management, LLC. 0.10% Reduce -5.2% 57,997 $7.5M
Aspire Capital Advisors LLC 2.23% Add +1556.0% 57,877 $7.5M
PFG Private Wealth Management, LLC 4.02% Add +43.4% 57,612 $7.4M
Foundations Investment Advisors, LLC 0.14% Reduce -5.2% 57,587 $7.4M
Independent Financial Group, LLC 0.26% Reduce -1.7% 57,532 $7.4M
Armor Investment Advisors, LLC 3.07% Reduce -0.5% 57,506 $7.4M
JFS Wealth Advisors, LLC 0.50% Add +2.4% 57,428 $7.4M
Quadcap Wealth Management, LLC 1.06% Reduce -4.9% 56,852 $7.3M
Guardian Financial Partners, LLC 3.50% Add +6.7% 56,778 $7.3M
Goldstone Financial Group, LLC 1.10% Add +7.2% 56,578 $7.3M
Kestra Private Wealth Services, LLC 0.12% Reduce -25.7% 56,503 $7.3M
Prime Capital Investment Advisors, LLC 0.08% Add +10.8% 56,392 $7.3M
Davidson Investment Advisors 0.36% Reduce -0.3% 56,197 $7.2M
Consolidated Portfolio Review Corp 1.16% Reduce -0.1% 56,184 $7.2M
BIP Wealth, LLC 0.47% Reduce -8.2% 56,122 $7.2M
City State Bank 2.38% Add +8.9% 55,956 $7.2M
WealthBridge Capital Management, LLC 2.03% Add +0.7% 55,615 $7.2M
Evanson Asset Management, LLC 0.51% Add +0.4% 55,316 $7.1M
Founders Grove Wealth Partners, LLC 1.99% Add +0.8% 55,316 $7.1M
Custos Family Office, LLC 2.53% Add +0.1% 55,277 $7.1M
Walled Lake Planning & Wealth Management, LLC 2.53% Reduce -0.9% 55,240 $7.1M
Yarger Wealth Strategies, LLC 4.14% Add +1.0% 55,016 $7.1M
Dorsey & Whitney Trust CO LLC 0.41% Add +18.6% 54,615 $7.0M
ETF Portfolio Partners, Inc. 2.09% New 53,971 $7.0M
Oxler Private Wealth LLC 2.42% Reduce -0.4% 53,329 $6.9M
Sage Rhino Capital LLC 1.59% Reduce -1.0% 53,058 $6.8M
Investors Research Corp 1.46% Add +7.8% 52,302 $6.7M
Renaissance Technologies 0.01% Add +1200.0% 52,000 $6.7M
Global Strategic Investment Solutions, LLC 0.77% Reduce -0.2% 51,937 $6.7M
Modera Wealth Management, LLC 0.09% Reduce -2.9% 51,918 $6.7M
Ranch Capital Advisors Inc. 3.14% Reduce -1.4% 51,334 $6.6M
Childress Capital Advisors, LLC 1.91% Add +18.8% 51,248 $6.6M
Darrow Company, Inc. 3.61% Reduce -21.1% 50,191 $6.5M
Jmac Enterprises LLC 1.53% Reduce -1.8% 49,949 $6.4M
Destiny Wealth Partners, LLC 1.02% Reduce -2.9% 49,839 $6.4M
Talisman Wealth Advisors LLC 6.49% Add +3.7% 48,991 $6.3M
Western Pacific Wealth Management, LP 5.68% Add +0.0% 48,712 $6.3M
Mission Wealth Management, LP 0.16% Reduce -2.9% 48,332 $6.2M
Rooted Wealth Advisors, Inc. 2.68% Reduce -4.4% 53,182 $6.2M
EverSource Wealth Advisors, LLC 0.34% Add +75.5% 47,773 $6.2M
Verity & Verity, LLC 0.54% Reduce -63.6% 47,714 $6.2M
Chaney Capital Management, Inc. 2.74% Reduce -2.6% 47,690 $6.2M
First PREMIER Bank 1.56% Add +1.6% 47,573 $6.1M
Busey Bank 0.21% Add +6.1% 47,507 $6.1M
Manning & Napier Advisors LLC 0.07% Reduce -0.4% 47,052 $6.1M
Lane & Associates LLC 3.23% Add +19.2% 46,450 $6.0M
Creative Financial Designs Inc. 0.48% Add +9.3% 46,377 $6.0M
Allen Capital Group, LLC 0.69% Reduce -3.4% 46,339 $6.0M
Biltmore Family Office, LLC 1.01% Add +1.3% 46,127 $5.9M
Tritonpoint Wealth, LLC 0.56% Reduce -1.0% 45,961 $5.9M
Means Investment Co., Inc. 0.63% Reduce -27.8% 45,920 $5.9M
Trinity Financial Advisors LLC 2.13% Reduce -0.5% 47,657 $5.9M
Embree Financial Group 0.99% Add +32.6% 45,772 $5.9M
Dumont & Blake Investment Advisors LLC 1.65% Reduce -0.1% 45,719 $5.9M
Synovus Financial Corp. 0.08% Reduce -3.0% 45,515 $5.9M
Gunma Bank,Ltd. 1.87% Reduce -11.8% 45,000 $5.8M
Bay Capital Advisors, LLC 4.83% Add +6.2% 44,927 $5.8M
Atria Investments, Inc 0.07% Reduce -25.0% 44,827 $5.8M
Clear Harbor Asset Management, LLC 0.46% Reduce -5.0% 44,588 $5.8M
CVA Family Office, LLC 0.87% Add +13.6% 44,259 $5.7M
MidAtlantic Capital Management, Inc. 4.48% Reduce -0.2% 44,249 $5.7M
Caprock Group, LLC 0.17% Reduce -1.2% 44,241 $5.7M
PFG Investments, LLC 0.36% Reduce -8.6% 43,980 $5.7M
FFG Retirement Advisors LLC 3.86% Add +10.6% 43,971 $5.7M
Wealthspan Partners, LLC 2.62% Add +5.6% 43,936 $5.7M
Cypress Wealth Services, LLC 1.15% Reduce -0.3% 43,847 $5.7M
Walter & Keenan Wealth Management LLC /in/ 1.70% Reduce -0.4% 43,777 $5.6M
SKY-Mountain Capital Management, Inc. 4.76% — 43,587 $5.6M
Parallel Advisors, LLC 0.13% Reduce -6.9% 43,369 $5.6M
Blackston Financial Advisory Group, LLC 3.79% Reduce -4.5% 43,350 $5.6M
Union Savings Bank 2.73% Reduce -1.2% 43,258 $5.6M
Orion Porfolio Solutions, LLC 0.05% Add +18.7% 43,110 $5.6M
Orion Portfolio Solutions, LLC 0.05% Add +18.7% 43,110 $5.6M
Flywheel Private Wealth LLC 5.06% Add +0.2% 43,060 $5.6M
Wealth Management Associates, Inc. 2.38% Reduce -1.4% 43,048 $5.6M
Telos Capital Management, Inc. 0.60% Add +3.9% 42,614 $5.5M
GC Wealth Management RIA, LLC 1.01% Reduce -3.2% 42,595 $5.5M
Breakwater Investment Management 2.33% Add +0.3% 42,383 $5.5M
Lebenthal Global Advisors, LLC 1.01% Reduce -8.7% 41,809 $5.4M
Covington Investment Advisors Inc. 0.84% Add +8.9% 41,782 $5.4M
Uptick Partners, LLC 1.82% Reduce -3.7% 41,723 $5.4M
CoreFirst Bank & Trust 3.45% Add +0.3% 41,647 $5.4M
AdvisorNet Financial, Inc 0.40% Add +29.2% 41,640 $5.4M
Arcataur Capital Management LLC 1.81% Add +1.7% 41,119 $5.3M
Principal Securities, Inc. 0.12% Add +0.4% 41,546 $5.3M
Independence Bank of Kentucky 0.82% Add +1.7% 40,810 $5.3M
Simplicity Wealth,LLC 0.41% Add +2226.2% 40,802 $5.3M
Hofer & Associates. Inc 3.56% Add +1.4% 40,685 $5.2M
McGlone Suttner Wealth Management, Inc. 0.86% Reduce -2.5% 40,619 $5.2M
MSH Capital Advisors LLC 1.61% Add +7.8% 40,495 $5.2M
Gallagher Capital Advisors, LLC 3.97% Reduce -1.0% 40,435 $5.2M
Accel Wealth Management 1.87% Reduce -7.3% 40,189 $5.2M
Sovereign Financial Group, Inc. 1.18% Add +9.2% 39,848 $5.1M
Rosenberg Matthew Hamilton 1.26% Add +7.5% 39,043 $5.0M
OneDigital Investment Advisors LLC 0.06% Reduce -0.5% 38,914 $5.0M
Geneos Wealth Management Inc. 0.17% Add +7.3% 38,506 $5.0M
Choreo, LLC 0.08% Add +8.2% 38,428 $5.0M
Apollon Wealth Management, LLC 0.11% Add +8.6% 38,050 $4.9M
Agf Management Ltd. 0.03% Reduce -0.9% 38,025 $4.9M
Advisor Resource Council 0.39% New 52,777 $4.9M
Onyx Bridge Wealth Group LLC 0.70% Add +9.7% 37,695 $4.9M
SageView Advisory Group, LLC 0.21% Add +6.8% 37,529 $4.8M
Benjamin Edwards Inc. 0.07% Add +9.5% 37,468 $4.8M
Cary Street Partners Financial LLC 0.15% Add +0.2% 37,085 $4.8M
NORTHSTAR ASSET MANAGEMENT Co 1.16% Add +3.0% 37,080 $4.8M
Haverford Trust Co 0.05% Reduce -4.8% 37,062 $4.8M
Burns J W & Co. Inc. 0.62% Add +16.3% 36,828 $4.7M
Signature Estate & Investment Advisors LLC 0.12% Add +68.7% 36,668 $4.7M
O'shaughnessy Asset Management, LLC 0.04% Add +16.9% 36,556 $4.7M
Hickory Asset Management, Inc. 4.17% Reduce -2.6% 36,377 $4.7M
tru Independence LLC 1.44% Add +4.6% 36,030 $4.6M
Wilmington Savings Fund Society, FSB 0.09% Reduce -3.8% 36,015 $4.6M
CORDA Investment Management, LLC. 0.37% Add +12.2% 35,703 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -44.7% 34,586 $4.6M
Fiduciary Group, LLC 0.46% Add +9.5% 35,464 $4.6M
J.W. Cole Advisors, Inc. 0.14% Add +1.1% 34,861 $4.5M
World Investment Advisors 0.12% Add +37.0% 34,853 $4.5M
Rockland Trust Co. 0.23% Reduce -2.0% 34,815 $4.5M
Trust Co 0.53% Add +24.0% 34,417 $4.4M
Prospera Financial Services Inc 0.10% Add +1.3% 34,211 $4.4M
Advisors Capital Management, LLC 0.07% Add +3.2% 34,093 $4.4M
Everett Harris & Co. 0.06% Reduce -1.0% 33,992 $4.4M
Ironsides Asset Advisors, LLC 1.28% Add +0.0% 33,863 $4.4M
Sigma Planning Corp 0.14% Reduce -7.8% 33,788 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -1.6% 33,462 $4.3M
Hanover Advisors Inc. 1.86% Add +2.6% 33,330 $4.3M
Stuart Chaussee & Associates, Inc. 1.07% Reduce -0.8% 33,311 $4.3M
Focus Partners Advisor Solutions, LLC 0.07% Add +44.9% 33,168 $4.3M
Investor's Fiduciary Advisor Network, LLC 2.01% Reduce -5.5% 33,095 $4.3M
Sunburst Financial Group, LLC 1.05% Reduce -3.2% 33,068 $4.3M
Sweeney & Michel, LLC 1.85% — 36,841 $4.2M
Pacific Center for Financial Services 1.11% Add +5.9% 32,539 $4.2M
Capital Investment Advisory Services, LLC 0.37% Add +2.3% 32,198 $4.2M
Thrive Capital Management, LLC 2.47% Add +21.6% 38,021 $4.1M
Cannon Wealth Management Services, LLC 3.68% Add +5.6% 32,890 $4.1M
Glen Eagle Advisors, LLC 0.68% Reduce -30.4% 31,930 $4.1M
McNaughton Wealth Management, LLC 1.99% Reduce -70.3% 31,820 $4.1M
Seneca House Advisors 1.75% Add +16.6% 31,805 $4.1M
Kapstone Financial Advisors LLC 2.31% Reduce -0.5% 31,661 $4.1M
Level Four Advisory Services, LLC 0.17% Add +3.7% 31,619 $4.1M
Dodds Wealth, LLC 1.32% Reduce -34.6% 31,343 $4.0M
Quantum Capital Management, LLC / NJ 0.41% Reduce -0.9% 30,899 $4.0M
Armstrong Advisory Group, Inc. 0.32% No change 31,190 $4.0M
Cornell Pochily Investment Advisors, Inc. 1.39% Add +4.3% 30,687 $4.0M
Donaldson Capital Management, LLC 0.15% Reduce -2.3% 30,617 $3.9M
Trust Co. of Vermont 0.20% Add +5.2% 30,526 $3.9M
Wealth Management Partners, LLC 1.81% Reduce -1.9% 30,299 $3.9M
B. Riley Wealth Advisors, Inc. 0.12% Add +12.6% 30,264 $3.9M
Advisor OS, LLC 0.44% Add +14.3% 30,127 $3.9M
Perigon Wealth Management, LLC 0.10% Add +9.3% 30,033 $3.9M
FRG Family Wealth Advisors LLC 0.75% Add +19.1% 30,023 $3.9M
Voya Financial Advisors, Inc. 0.42% Add +8.6% 30,169 $3.8M
Oxinas Partners, LLC 2.27% Add +4.1% 29,828 $3.8M
Legacy Advisors, LLC 0.40% No change 29,808 $3.8M
Ayalon Insurance Comp Ltd. 1.24% Add +0.9% 29,808 $3.8M
Atticus Wealth Management, LLC 1.25% Reduce -0.8% 29,765 $3.8M
Ally Invest Advisors Inc. 0.33% Add +0.4% 29,759 $3.8M
Richard C. Young & CO., LTD. 0.41% Add +4.1% 29,720 $3.8M
Orion Capital Management LLC 1.61% Add +6.9% 29,653 $3.8M
LifeSteps Financial, Inc. 3.10% Reduce -2.5% 29,647 $3.8M
Brighton Securities Corp. 1.86% Reduce -5.6% 29,523 $3.8M
Ausdal Financial Partners, Inc. 0.28% Add +2.9% 29,310 $3.8M
Ritholtz Wealth Management 0.11% Reduce -14.1% 29,304 $3.8M
Lowe Wealth Advisors, LLC 1.59% Add +10.0% 29,075 $3.7M
Cornerstone Advisors Asset Management, LLC 0.77% No change 29,009 $3.7M
Infinity Wealth Counsel, LLC 4.03% Add +1.1% 28,935 $3.7M
IHT Wealth Management, LLC 0.12% Add +2.0% 28,766 $3.7M
Triangle Securities Wealth Management 0.95% Add +1.6% 28,675 $3.7M
Simon Quick Advisors, LLC 0.21% Reduce -0.8% 28,666 $3.7M
Parkside Financial Bank & Trust 0.47% Reduce -5.7% 28,664 $3.7M
AQR Capital Management 0.00% Add +314.4% 28,618 $3.7M
Lion Street Advisors, LLC 1.17% Add +4.6% 28,611 $3.7M
Financial Counselors Inc. 0.06% Reduce -74.5% 28,552 $3.7M
MJP Associates Inc. 0.66% Add +14.4% 28,482 $3.7M
Semmax Financial Advisors Inc. 0.99% Reduce -39.6% 28,989 $3.6M
Culbertson A N & Co. Inc. 0.58% No change 28,053 $3.6M
Scotia Capital Inc. 0.02% Add +1.0% 27,968 $3.6M
Chevy Chase Trust Holdings, LLC 0.01% Add +1.4% 27,948 $3.6M
Kohmann Bosshard Financial Services, LLC 0.42% Reduce -4.9% 27,845 $3.6M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -35.8% 27,670 $3.6M
Sowell Financial Services LLC 0.16% Add +9.4% 27,667 $3.6M
KDT Advisors, LLC 5.22% Add +7.4% 27,539 $3.6M
PAX Financial Group, LLC 0.62% Reduce -10.3% 27,286 $3.5M
Wells Financial Advisors INC 4.84% Reduce -0.5% 27,224 $3.5M
Climber Capital SA 2.76% Add +5.2% 33,793 $3.5M
Yukon Wealth Management, Inc. 1.45% — 27,150 $3.5M
Verdence Capital Advisors LLC 0.27% Add +0.7% 27,075 $3.5M
Mill Creek Capital Advisors, LLC 0.08% Reduce -22.4% 26,998 $3.5M
Delta Financial Advisors LLC 1.30% No change 26,942 $3.5M
Petix & Botte Co 0.91% Reduce -5.6% 26,828 $3.5M
First Citizens Bank & Trust Co. 0.09% Add +3.8% 26,733 $3.4M
Chicago Partners Investment Group LLC 0.11% Add +270.4% 27,457 $3.4M
Pekin Hardy Strauss, Inc. 0.42% Add +3.4% 26,521 $3.4M
Wealthspire Retirement, LLC 0.27% Reduce -15.7% 26,363 $3.4M
Bangor Savings Bank 0.32% No change 26,043 $3.4M
Daymark Wealth Partners, LLC 0.14% Reduce -5.9% 25,874 $3.3M
Choate Investment Advisors 0.08% Reduce -0.8% 25,640 $3.3M
Guyasuta Investment Advisors Inc. 0.22% Add +0.1% 25,603 $3.3M
Sapient Capital LLC 0.06% Add +7.3% 25,491 $3.3M
Whittier Trust Co. of Nevada Inc. 0.08% Add +9.1% 25,272 $3.3M
Founders Financial Alliance, LLC 0.79% Add +1.5% 25,225 $3.3M
Blue Barn Wealth, LLC 1.69% Reduce -4.0% 25,090 $3.2M
Tiaa Trust, National Association 0.01% Add +3.6% 25,032 $3.2M
Sagespring Wealth Partners, LLC 0.08% Add +0.7% 24,829 $3.2M
Western Wealth Management, LLC 0.21% Reduce -13.8% 24,820 $3.2M
Meridian Wealth Management, LLC 0.16% Add +3.1% 24,812 $3.2M
Cambridge Capital Management, LLC 2.01% Add +0.6% 24,605 $3.2M
Financial Advocates Investment Management 0.22% Add +1.3% 24,563 $3.2M
Mainsail Asset Management, LLC 2.17% Add +0.2% 24,544 $3.2M
Fiduciary Advisors, Inc. 3.12% Add +4.3% 24,538 $3.2M
Silverlake Wealth Management LLC 1.21% Reduce -2.7% 24,524 $3.2M
Manchester Capital Management LLC 0.39% Add +3.0% 24,500 $3.2M
Montecito Bank & Trust 0.56% Reduce -1.0% 24,348 $3.1M
StrongBox Wealth, LLC 1.30% Add +1.4% 24,274 $3.1M
Davidson Trust Co. 1.49% Add +2.1% 24,154 $3.1M
Parsons Capital Management Inc. 0.17% Reduce -0.7% 24,065 $3.1M
Disciplined Investors, L.L.C. 2.79% Add +1.6% 23,967 $3.1M
Signet Financial Management, LLC 0.42% Reduce -7.2% 23,903 $3.1M
German American Bancorp, Inc. 0.33% Reduce -1.2% 23,821 $3.1M
Victory Financial Group, LLC 0.59% Reduce -17.3% 23,829 $3.1M
Farther Finance Advisors, LLC 0.08% Add +33.0% 23,833 $3.1M
Wedmont Private Capital 0.16% Add +6.1% 25,254 $3.1M
Bowman & Co S.C. 1.50% Reduce -0.4% 23,598 $3.0M
Confluence Wealth Services, Inc. 0.19% Add +7.8% 24,796 $3.0M
Wealthedge Investment Advisors, LLC 1.36% Reduce -3.9% 23,400 $3.0M
RFG Advisory, LLC 0.08% Reduce -14.6% 23,360 $3.0M
Forza Wealth Management, LLC 1.35% Reduce -1.1% 23,298 $3.0M
Burke & Herbert Bank & Trust Co. 0.72% Add +3.9% 23,223 $3.0M
Bantamac Capital, LLC 1.43% Reduce -23.1% 23,112 $3.0M
Warner Financial, Inc. 1.32% Add +1.4% 23,103 $3.0M
Old Port Advisors 0.88% Reduce -8.2% 23,066 $3.0M
Flagstar Securities, Inc. 0.76% Reduce -16.7% 22,978 $3.0M
Mechanics Bank Trust Department 0.40% Reduce -7.1% 22,890 $3.0M
OMNI 360 Wealth, Inc. 1.98% Add +22.0% 22,861 $2.9M
Alpha Cubed Investments, LLC 0.13% Reduce -5.9% 22,798 $2.9M
Betterment LLC 0.01% Add +1.5% 22,638 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +74.0% 22,628 $2.9M
Avidian Wealth Enterprises, LLC 0.13% Add +0.5% 22,517 $2.9M
CX Institutional 0.11% Reduce -30.5% 22,477 $2.9M
WCG Wealth Advisors LLC 0.22% Add +11.4% 22,386 $2.9M
Panoramic Investment Advisors, LLC 1.95% Add +1.3% 22,381 $2.9M
Savant Capital, LLC 0.02% Reduce -7.9% 22,055 $2.8M
Platform Technology Partners 0.83% No change 21,996 $2.8M
Cozad Asset Management Inc. 0.28% Add +0.7% 21,862 $2.8M
Diversified Portfolios, Inc. 0.30% Add +1.1% 21,825 $2.8M
Graypoint LLC 0.18% Reduce -2.1% 21,760 $2.8M
Citizens Financial Group Inc. 0.06% Reduce -0.1% 21,755 $2.8M
Northstar Group, Inc. 0.47% Add +3.2% 21,641 $2.8M
WealthPLAN Partners, LLC 0.39% Add +634.5% 21,537 $2.8M
Martin Worley Group 1.58% Add +0.0% 21,490 $2.8M
Jackson Wealth Management, LLC 0.34% Add +1.3% 21,485 $2.8M
Intellectus Partners, LLC 0.68% No change 21,350 $2.8M
Connecticut Wealth Management, LLC 0.14% No change 21,342 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +26.9% 21,285 $2.7M
Smartleaf Asset Management LLC 0.26% Add +100.3% 21,355 $2.7M
Hicks Capital Management LLC 3.59% — 20,988 $2.7M
1900 Wealth Management LLC 0.22% Reduce -3.1% 20,938 $2.7M
First County Bank 1.49% New 20,863 $2.7M
Antonelli Financial Advisors, LLC 2.15% Add +6.5% 20,710 $2.7M
Thoroughbred Financial Services, LLC 0.17% Add +4.0% 20,553 $2.6M
Citizens National Bank Trust Department 0.56% Reduce -0.1% 20,415 $2.6M
Pallas Capital Advisors LLC 0.11% Add +6.2% 20,374 $2.6M
International Assets Investment Management, LLC 0.23% Reduce -2.8% 20,365 $2.6M
New Covenant Trust Company, N.A. 2.76% Reduce -18.1% 20,512 $2.6M
Commons Capital, LLC 2.38% New 20,140 $2.6M
Snowden Capital Advisors LLC 0.08% Reduce -24.0% 20,072 $2.6M
M.E. Allison & Co., Inc. 2.56% Add +3.5% 20,044 $2.6M
Schroder Investment Management Group 0.00% No change 20,039 $2.6M
Obermeyer Wealth Partners 0.14% Add +8.7% 19,989 $2.6M
Integrity Wealth Solutions LLC 1.40% Add +2.5% 19,986 $2.6M
Prudent Man Advisors, LLC 0.94% Reduce -6.1% 19,985 $2.6M
TRUE Private Wealth Advisors 0.31% Reduce -0.1% 19,759 $2.5M
Siligmueller & Norvid Wealth Advisors LLC 1.08% Add +416.7% 19,325 $2.5M
Compass Ion Advisors, LLC 0.30% Reduce -13.6% 19,709 $2.5M
Mount Lucas Management LP 1.18% Reduce -0.8% 19,498 $2.5M
Wealthcare Capital Partners, LLC 1.28% Add +20.3% 19,308 $2.5M
Eukles Asset Management 1.09% Reduce -1.2% 19,281 $2.5M
Hayek Kallen Investment Management 0.92% Add +1.6% 19,279 $2.5M
VeraBank, N.A. 0.69% Reduce -0.0% 19,247 $2.5M
Wilkins Miller Wealth Management, LLC 1.86% Add +7.3% 19,174 $2.5M
Sageworth Trust Co 0.15% No change 18,985 $2.4M
Lodestar Private Asset Management LLC 0.31% Reduce -0.4% 18,929 $2.4M
Aegis Wealth Management LLC 1.43% No change 18,870 $2.4M
Roundview Capital LLC 0.17% Add +3.7% 18,801 $2.4M
Independent Wealth Network Inc. 0.96% Add +2.9% 18,656 $2.4M
Kovack Advisors, Inc. 0.25% Reduce -2.2% 18,640 $2.4M
B.O.S.S. Retirement Advisors, LLC 0.70% Add +3.9% 18,594 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +21.9% 18,500 $2.4M
North Star Asset Management Inc. 0.11% Reduce -1.5% 18,491 $2.4M
Hickory Point Bank & Trust 2.08% Add +13.9% 18,345 $2.4M
Investment Management Corp. /Va/ 2.13% Reduce -2.3% 18,304 $2.4M
New England Private Wealth Advisors LLC 0.36% Add +0.6% 18,235 $2.4M
Carnegie Investment Counsel 0.06% Add +8.9% 20,229 $2.4M
Liberty Square Wealth Partners LLC 0.90% Add +47.5% 18,213 $2.3M
Phoenix Financial Ltd. 0.04% No change 18,134 $2.3M
Rehmann Capital Advisory Group 0.15% Add +13.1% 18,093 $2.3M
Brighton Jones LLC 0.07% Add +5.5% 17,759 $2.3M
HUB Investment Partners, LLC 0.09% Add +17.6% 17,636 $2.3M
Delta Financial Group, Inc. 0.52% Add +0.9% 17,522 $2.3M
Bouchey Financial Group, Ltd. 0.20% Add +1.4% 17,615 $2.3M
Elite Financial, Inc. 1.20% Add +2.6% 17,611 $2.3M
Meritage Portfolio Management 0.15% Reduce -2.0% 17,604 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -1.5% 17,590 $2.3M
Riverbend Wealth Management, LLC 2.02% Reduce -1.6% 17,530 $2.3M
Collective Family Office LLC 0.61% Reduce -0.6% 17,491 $2.3M
Consultiva Wealth Management, Corp. 7.75% No change 17,468 $2.3M
Harbor Investment Advisory, LLC 0.22% Add +1.5% 17,393 $2.2M
Precedent Wealth Partners, LLC 0.62% Add +47.9% 17,340 $2.2M
Planning Directions Inc. 0.96% Add +903.3% 17,337 $2.2M
Opes Wealth Management LLC 0.45% Reduce -0.9% 17,257 $2.2M
My Personal CFO, LLC 1.12% Add +0.3% 17,216 $2.2M
Blankinship & Foster, LLC 0.56% Reduce -2.2% 17,170 $2.2M
Koshinski Asset Management, Inc. 0.19% Reduce -3.2% 17,130 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -8.0% 17,300 $2.2M
Croban 2.03% Add +19.6% 17,063 $2.2M
Fonville Wealth Management LLC 0.65% Reduce -1.8% 17,463 $2.2M
Ascent Group, LLC 0.09% Reduce -2.3% 16,954 $2.2M
Weaver Consulting Group 0.66% Reduce -2.3% 16,950 $2.2M
Factor Wealth Management LTD 0.67% Reduce -1.7% 16,805 $2.2M
Kuhn & Co Investment Counsel 1.82% Add +0.4% 16,777 $2.2M
Stonebridge Financial Planning Group, LLC 0.99% No change 16,767 $2.2M
Capital Advantage, Inc. 0.39% No change 16,908 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Reduce -1.2% 16,697 $2.2M
Cullen/Frost Bankers, Inc. 0.03% Add +6.7% 16,691 $2.2M
Diversify Wealth Management, LLC 0.16% Add +7.0% 17,200 $2.1M
Capital Investment Advisors, LLC 0.04% Add +87.6% 16,494 $2.1M
Howland Capital Management LLC 0.09% Add +32.0% 16,488 $2.1M
Diversified Trust Co. 0.05% Add +0.1% 16,477 $2.1M
Neuberger Berman Group LLC 0.00% Add +0.0% 16,456 $2.1M
Tradition Wealth Management, LLC 0.19% Reduce -0.9% 16,449 $2.1M
Clarity Capital Advisors, LLC 1.39% Add +0.3% 16,402 $2.1M
AssuredPartners Investment Advisors, LLC 0.41% Reduce -0.5% 16,336 $2.1M
Carr Financial Group Corp 0.69% Add +1.3% 16,335 $2.1M
Colony Family Offices, LLC 0.66% Reduce -7.7% 16,286 $2.1M
Legacies Wealth LLC 1.53% Reduce -51.2% 16,007 $2.1M
Vicus Capital 0.19% Add +3.3% 15,963 $2.1M
First Merchants Corp. 0.08% Reduce -1.6% 15,948 $2.1M
Logan Capital Management Inc. 0.09% Reduce -0.3% 15,883 $2.0M
Oxford Financial Group, LTD. LLC 0.14% No change 15,875 $2.0M
Janus Henderson Group PLC 0.00% Add +0.8% 16,034 $2.0M
Leavell Investment Management, Inc. 0.10% Add +1.1% 15,838 $2.0M
Keystone Financial Group 0.21% Reduce -6.3% 15,703 $2.0M
Essex Bank 0.50% Reduce -3.3% 15,681 $2.0M
Circle Wealth Management, LLC 0.05% Add +0.0% 15,681 $2.0M
Investmark Advisory Group LLC 0.99% Reduce -3.5% 15,598 $2.0M
Bensler, LLC 0.25% Reduce -11.3% 15,571 $2.0M
Capital City Trust Co. 0.55% Add +4.9% 15,544 $2.0M
New Insight Wealth Advisors 0.91% Add +4.3% 15,538 $2.0M
Webster Bank, N. A. 0.22% Reduce -8.7% 15,530 $2.0M
R. W. Roge & Company, Inc. 1.10% Reduce -9.4% 15,515 $2.0M
Coordinated Financial Services, Inc. 1.55% — 15,443 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.00% Add +8.0% 15,371 $2.0M
Rockingstone Advisors LLC 0.89% Reduce -4.3% 15,370 $2.0M
AIMZ Investment Advisors, LLC 0.69% Add +7.8% 15,307 $2.0M
Regal Investment Advisors LLC 0.16% Reduce -4.0% 15,228 $2.0M
Rothschild Investment LLC 0.13% Add +39.3% 15,148 $2.0M
SP Asset Management LLC 0.17% Add +0.7% 15,107 $1.9M
Axis Wealth Partners, LLC 1.43% Reduce -0.9% 14,978 $1.9M
Bristlecone Advisors, LLC 0.16% Add +0.1% 14,931 $1.9M
Savvy Advisors, Inc. 0.19% Add +6.8% 14,856 $1.9M
CGN Advisors LLC 0.19% Add +3.9% 14,806 $1.9M
InvesTrust 0.52% Reduce -0.6% 14,783 $1.9M
Private Trust Co. NA 0.20% Add +2.5% 14,755 $1.9M
North Star Investment Management Corp. 0.14% Add +4.7% 14,683 $1.9M
Ibex Wealth Advisors 0.25% Reduce -6.3% 14,647 $1.9M
Glass Jacobson Investment Advisors llc 0.62% No change 14,698 $1.9M
Pacific Sun Financial Corp 1.06% Reduce -0.9% 14,431 $1.9M
Formidable Asset Management, LLC 0.31% Reduce -2.1% 14,377 $1.9M
O'ROURKE & COMPANY, Inc 0.92% Add +18.9% 14,372 $1.9M
Mgo One Seven LLC 0.07% Add +2.4% 14,369 $1.9M
Capital Advisors Inc. 0.04% Reduce -5.4% 14,358 $1.9M
Joseph Group Capital Management 0.71% Reduce -9.3% 14,317 $1.8M
Franklin Resources Inc. 0.00% Reduce -61.5% 14,308 $1.8M
Main Street Financial Solutions, LLC 0.16% Add +29.4% 14,294 $1.8M
Orgel Wealth Management, LLC 0.05% Reduce -8.0% 14,264 $1.8M
Snider Financial Group 0.60% No change 14,261 $1.8M
McNamara Financial Services, Inc. 0.40% Add +12.4% 14,253 $1.8M
AlTi Global, Inc. 0.05% Add +1.1% 14,129 $1.8M
FF Advisors,LLC 1.04% Add +2.9% 14,486 $1.8M
Flputnam Investment Management Co. 0.03% Add +12.3% 14,056 $1.8M
Beacon Financial Advisory LLC 0.55% Add +5.5% 13,990 $1.8M
Redhawk Wealth Advisors, Inc. 0.24% Add +0.0% 13,942 $1.8M
Spire Wealth Management 0.06% Add +16.4% 13,937 $1.8M
ZWJ Investment Counsel Inc. 0.07% Add +6.3% 13,878 $1.8M
Lanark Financial, Inc. 0.15% — 13,799 $1.8M
Glassman Wealth Services 0.30% Reduce -0.0% 13,769 $1.8M
Stock Yards Bank & Trust Co. 0.06% Add +11.8% 13,718 $1.8M
Tudor Investment Corporation 0.02% New 13,668 $1.8M
Coldstream Capital Management Inc. 0.04% Add +1.2% 13,656 $1.8M
Dakota Wealth Management 0.04% Add +2.1% 13,648 $1.8M
Medallion Wealth Advisors, LLC 0.80% Add +22.9% 13,650 $1.8M
Highland Financial Advisors, LLC 0.63% Reduce -26.1% 13,579 $1.8M
KCM Investment Advisors LLC 0.06% Reduce -1.4% 13,547 $1.7M
Financial Insights, Inc. 0.69% Reduce -1.8% 13,470 $1.7M
N.E.W. Advisory Services LLC 0.13% Reduce -0.1% 13,468 $1.7M
Creekside Partners 0.91% Reduce -0.6% 13,454 $1.7M
Larson Financial Group LLC 0.08% Reduce -2.7% 13,250 $1.7M
Fifth Third Bancorp 0.01% Reduce -1.8% 13,241 $1.7M
Bigelow Investment Advisors, LLC 0.81% Add +5.8% 13,227 $1.7M
Charter Oak Capital Management, LLC 0.16% Add +11.3% 13,224 $1.7M
Red Tortoise LLC 0.89% Add +0.2% 13,155 $1.7M
Patten Group, Inc. 0.39% Add +5.3% 13,141 $1.7M
Fulton Bank, N.A. 0.07% No change 13,015 $1.7M
First Trust Advisors LP 0.00% Add +35.6% 13,012 $1.7M
Diversify Advisory Services, LLC 0.10% Reduce -25.5% 13,494 $1.7M
Royal Fund Management, LLC 0.20% Add +2.3% 12,911 $1.7M
Ridgecrest Wealth Partners, LLC 0.88% Add +40.7% 12,998 $1.7M
Integrated Investment Consultants, LLC 0.33% No change 12,882 $1.7M
Tempus Wealth Planning, LLC 0.50% Add +0.1% 12,869 $1.7M
Ashton Thomas Private Wealth, LLC 0.06% Add +22.2% 12,836 $1.7M
360 Financial, Inc. 0.60% Reduce -0.6% 12,819 $1.7M
Interactive Financial Advisors, Inc. 0.87% Reduce -2.0% 12,756 $1.6M
Tme Financial, Inc. 1.43% Reduce -7.3% 12,749 $1.6M
Quartz Partners, LLC 1.00% Add +12.3% 12,724 $1.6M
Verus Capital Partners, LLC 0.16% Reduce -1.6% 12,693 $1.6M
Integrity Alliance, Llc. 0.06% New 12,676 $1.6M
Ancora Advisors LLC 0.04% Reduce -4.3% 12,666 $1.6M
Founders Financial Securities LLC 0.14% Add +13.4% 13,163 $1.6M
Macquarie Group Ltd. 0.00% Reduce -8.3% 12,628 $1.6M
QRG Capital Management, Inc. 0.02% Reduce -22.6% 12,610 $1.6M
Westfuller Advisors, LLC 1.09% Reduce -3.9% 12,610 $1.6M
Susquehanna International Group, LLP 0.00% New 12,607 $1.6M
Mather Group, Llc. 0.02% Add +3.3% 12,596 $1.6M
Mraz, Amerine & Associates, Inc. 0.28% Reduce -6.3% 12,710 $1.6M
Seek First Inc. 1.43% — 12,508 $1.6M
Alexander Labrunerie & Co., Inc. 0.71% Add +1.4% 12,483 $1.6M
Financial Engines Advisors L.L.C. 0.00% Reduce -8.6% 12,468 $1.6M
Cahill Financial Advisors Inc. 0.22% Reduce -6.4% 12,431 $1.6M
Opinicus Capital, Inc. 1.42% Add +2.8% 12,423 $1.6M
Northcape Wealth Management, LLC 0.52% Reduce -1.1% 12,382 $1.6M
Duncker Streett & Co. Inc. 0.31% Reduce -0.1% 12,322 $1.6M
Moseley Investment Management Inc. 0.62% Add +4.4% 12,315 $1.6M
Compass Financial Services Inc 0.83% Add +13.6% 12,298 $1.6M
Gables Capital Management Inc. 0.78% No change 12,291 $1.6M
SRH Advisors, LLC 0.49% Reduce -8.5% 12,254 $1.6M
Clarity Financial LLC 0.18% Add +25.7% 12,215 $1.6M
Walkner Condon Financial Advisors LLC 0.32% Add +0.3% 12,183 $1.6M
LVW Advisors, LLC 0.19% Reduce -12.9% 12,181 $1.6M
McClarren Financial Advisors, Inc. 1.04% New 5,910 $1.6M
Evoke Wealth, LLC 0.04% Add +0.3% 12,158 $1.6M
Burkett Financial Services, LLC 0.63% Reduce -6.7% 12,068 $1.6M
Tyler-Stone Wealth Management 0.28% Reduce -4.0% 12,041 $1.6M
Blue Chip Partners, LLC 0.13% Add +0.7% 12,023 $1.6M
Arete Wealth Advisors, LLC 0.12% Add +3.7% 12,011 $1.5M
Novem Group 0.22% Add +7.3% 11,958 $1.5M
Aspiriant, LLC 0.05% Add +0.1% 11,919 $1.5M
Access Financial Services, Inc. 0.62% Add +4.0% 11,907 $1.5M
MCF Advisors LLC 0.11% Add +0.2% 11,899 $1.5M
Ballentine Partners, LLC 0.03% Reduce -10.0% 11,891 $1.5M
TFB Advisors LLC 0.44% Add +25.5% 11,813 $1.5M
Vermillion Wealth Management, Inc. 0.45% Add +7.0% 11,745 $1.5M
Fiducient Advisors LLC 0.19% Add +14.7% 11,741 $1.5M
Bailard, Inc. 0.04% Reduce -11.4% 11,622 $1.5M
Trilogy Capital Inc. 0.08% No change 11,606 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Add +25.9% 11,608 $1.5M
Trinity Legacy Partners, LLC 0.38% Add +2.5% 11,569 $1.5M
National Bank of Canada 0.00% Reduce -16.4% 11,478 $1.5M
Mosaic Family Wealth Partners, LLC 0.21% Reduce -3.6% 11,374 $1.5M
Richardson Capital Management LLC 0.91% Add +0.1% 11,333 $1.5M
Auour Investments LLC 0.53% Reduce -25.6% 11,733 $1.5M
Fca Corp. 0.47% Reduce -4.8% 11,318 $1.5M
Strategic Blueprint, LLC 0.08% Reduce -7.3% 11,242 $1.4M
FAS Wealth Partners, Inc. 0.12% Add +1.8% 11,213 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +3.1% 11,212 $1.4M
Red Door Wealth Management, LLC 0.21% Reduce -4.0% 11,081 $1.4M
Valeo Financial Advisors, LLC 0.04% Add +3.9% 11,067 $1.4M
Portland Financial Advisors Inc 3.60% Add +1.7% 10,920 $1.4M
Signaturefd, LLC 0.03% Reduce -0.9% 10,888 $1.4M
Ti-Trust, Inc. 0.93% No change 10,868 $1.4M
HBK Sorce Advisory LLC 0.04% Reduce -6.5% 10,837 $1.4M
Freestone Capital Holdings, LLC 0.05% Add +2.7% 10,831 $1.4M
Cibc World Market Inc. 0.00% Reduce -7.4% 10,807 $1.4M
Columbus Macro, LLC 0.18% Reduce -27.0% 10,805 $1.4M
Fulcrum Capital LLC 0.31% No change 10,765 $1.4M
Collaborative Wealth Managment Inc. 0.65% Add +1.3% 10,702 $1.4M
Moller Wealth Partners 0.34% Add +1.8% 10,689 $1.4M
Root Financial Partners, LLC 0.15% Reduce -4.7% 10,678 $1.4M
Mascagni Wealth Management, Inc. 1.36% No change 10,615 $1.4M
Sara-Bay Financial 0.60% Add +41.0% 10,709 $1.4M
W Advisors, LLC 0.85% Add +4.5% 10,536 $1.4M
Thomasville National Bank 0.10% Add +2.2% 10,513 $1.4M
C M Bidwell & Associates Ltd. 0.81% Reduce -0.1% 10,467 $1.3M
Pennsylvania Capital Management Inc. 0.50% Reduce -35.8% 10,441 $1.3M
Wealthfront Advisers LLC 0.00% Add +62.2% 10,424 $1.3M
Anchor Investment Management, LLC 0.13% Reduce -0.5% 10,411 $1.3M
Cypress Point Wealth Management, LLC 0.43% Reduce -3.5% 10,407 $1.3M
Mark Sheptoff Financial Planning, LLC 0.74% Reduce -4.4% 10,364 $1.3M
GLOBALT Investments LLC / GA 0.05% Reduce -9.7% 10,356 $1.3M
Novare Capital Management LLC 0.12% Add +1.6% 10,343 $1.3M
KFA Private Wealth Group, LLC 0.47% Add +164.4% 10,337 $1.3M
UMB Bank, n.a. 0.02% No change 10,323 $1.3M
Lazari Capital Management, Inc. 0.54% New 10,276 $1.3M
JT Stratford LLC 0.23% Reduce -0.1% 10,236 $1.3M
Magnus Financial Group LLC 0.13% Add +1.5% 10,213 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 1.48% Reduce -11.2% 10,124 $1.3M
Birchcreek Wealth Management, LLC 0.82% Reduce -0.2% 10,124 $1.3M
Fairscale Capital, LLC 1.18% Reduce -2.5% 10,104 $1.3M
Quantinno Capital Management LP 0.01% Add +1.4% 10,057 $1.3M
Stratos Investment Management, LLC 0.07% Add +11.9% 10,039 $1.3M
LJI Wealth Management, LLC 0.26% No change 10,036 $1.3M
Gotham Asset Management 0.01% New 10,028 $1.3M
Compound Planning, Inc. 0.06% Add +12.4% 10,028 $1.3M
Holderness Investments Co. 0.30% Add +4.3% 10,020 $1.3M
Claris Financial LLC 0.84% No change 10,076 $1.3M
Centaurus Financial, Inc. 0.08% Reduce -8.2% 9,850 $1.3M
3Chopt Investment Partners, LLC 0.33% New 9,815 $1.3M
CRA Financial Services, LLC 0.22% Reduce -0.5% 9,767 $1.3M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -53.4% 9,764 $1.3M
Tradewinds, LLC. 0.35% Reduce -5.7% 9,725 $1.3M
FFT Wealth Management LLC 0.26% New 9,693 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +16.3% 9,683 $1.2M
HM Payson & Co. 0.02% Reduce -3.7% 9,630 $1.2M
Finward Bancorp 1.07% Reduce -2.7% 9,573 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% No change 9,560 $1.2M
Prossimo Advisors, LLC 0.93% No change 9,545 $1.2M
Brandywine Oak Private Wealth LLC 0.12% Reduce -11.2% 9,522 $1.2M
Valley National Advisers Inc. 0.22% Add +7.1% 9,512 $1.2M
Westbourne Investments, Inc. 0.74% Add +4.3% 9,478 $1.2M
BlackRock, Inc. 0.00% Reduce -35.3% 9,473 $1.2M
Zuckerman Investment Group, LLC 0.13% Add +1.6% 9,414 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +0.9% 9,385 $1.2M
Smith, Moore & Co. 0.11% Reduce -9.7% 9,371 $1.2M
Rossmore Private Capital 0.15% No change 9,317 $1.2M
Napatree Capital LLC 0.68% Add +16.0% 9,315 $1.2M
BNP Paribas Financial Markets 0.00% Add +333.2% 9,305 $1.2M
Bogart Wealth, LLC 0.06% Add +1.6% 9,291 $1.2M
Klingman & Associates, LLC 0.07% No change 9,272 $1.2M
Integral Investment Advisors, Inc. 0.38% Add +4.3% 9,245 $1.2M
Kingswood Wealth Advisors, LLC 0.11% Reduce -36.8% 9,243 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Add +17.1% 9,135 $1.2M
Fort Sheridan Advisors LLC 0.18% Add +5.8% 9,112 $1.2M
Luminvest Wealth Management LLC 0.48% Add +0.3% 9,077 $1.2M
Mayport, LLC 0.32% Add +2.0% 8,995 $1.2M
Morton Capital Management LLC 0.22% Add +13.3% 8,974 $1.2M
Greenwich Wealth Management LLC 0.09% Reduce -28.8% 8,959 $1.2M
Transform Wealth, LLC 0.07% Reduce -17.1% 8,947 $1.2M
Retirement Planning Co of New England, Inc. 0.57% Reduce -0.7% 8,925 $1.2M
Wimmer Associates 1, LLC 0.61% Add +5.1% 8,960 $1.2M
Relyea Zuckerberg Hanson LLC 0.15% Reduce -17.2% 8,887 $1.1M
CPA Asset Management Group, LLC 0.50% Reduce -11.4% 8,798 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Add +4.9% 8,753 $1.1M
Archer Investment Corp 0.29% Reduce -0.2% 8,741 $1.1M
Values Added Financial LLC 0.62% Add +6.2% 8,693 $1.1M
Eldridge Investment Advisors, Inc. 0.26% Add +13.2% 8,651 $1.1M
Key Financial Inc 0.24% Add +17.9% 8,639 $1.1M
Gateway Wealth Partners, LLC 0.25% Reduce -2.0% 8,613 $1.1M
Financial Enhancement Group LLC 0.17% New 9,155 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -1.9% 8,584 $1.1M
Smith Salley Wealth Management 0.07% Reduce -36.1% 8,547 $1.1M
G2 Capital Management, LLC / Oh 0.33% No change 8,522 $1.1M
Coastwise Capital Group, LLC 0.91% Add +5.9% 8,424 $1.1M
Invst, LLC 0.15% Add +2.9% 8,330 $1.1M
Cambridge Financial Group, LLC 0.46% No change 8,363 $1.1M
Gladstone Institutional Advisory LLC 0.05% Add +23.1% 8,303 $1.1M
Poehling Capital Management, INC. 0.27% No change 8,276 $1.1M
Vision Capital Management, Inc. 0.15% No change 8,254 $1.1M
Patton Albertson Miller Group, LLC 0.16% Reduce -0.5% 8,220 $1.1M
Scott Capital Advisors, LLC 0.31% Reduce -5.2% 8,164 $1.1M
Vantage Investment Partners, LLC 0.09% No change 8,132 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -37.8% 8,085 $1.0M
Park National Corp. 0.04% Reduce -10.6% 8,077 $1.0M
Miramar Capital, LLC 0.25% Add +1.9% 8,071 $1.0M
River Street Advisors LLC 0.51% Reduce -5.2% 7,961 $1.0M
Thrive Wealth Management, LLC 0.20% Add +1.6% 7,955 $1.0M
Winebrenner Capital Management LLC 0.92% Reduce -0.3% 7,942 $1.0M
Fifth Third Wealth Advisors LLC 0.05% Add +7.3% 7,940 $1.0M
DF Dent & Co. Inc. 0.01% Reduce -14.8% 7,933 $1.0M
Strategic Advocates LLC 0.35% Reduce -4.6% 7,915 $1.0M
Plancorp, LLC 0.04% Add +1.0% 7,880 $1.0M
Madison Wealth Partners, Inc 0.25% Add +2.8% 7,864 $1.0M
Fortis Group Advisors, LLC 0.20% Add +0.2% 7,847 $1.0M
MBA Advisors LLC 0.50% Add +0.4% 7,817 $1.0M
Gould Asset Management LLC 0.21% Reduce -5.8% 7,805 $1.0M
GWN Securities Inc. 0.06% Add +30.5% 7,776 $1.0M
Next Capital Management LLC 0.48% No change 7,778 $1.0M
JB Capital LLC 0.05% Add +34.6% 7,711 $994K
Willis Johnson & Associates, Inc. 0.07% Add +7.1% 7,649 $986K
Curtis Advisory Group, LLC 0.29% Reduce -0.5% 7,629 $984K
Beaumont Financial Advisors, LLC 0.08% Reduce -3.3% 7,610 $981K
Vantage Financial Partners, LLC 0.24% Reduce -11.1% 7,609 $981K
Simplex Trading, LLC 0.03% New 7,586 $978K
Harmony Asset Management LLC 0.41% Add +0.0% 7,564 $975K
Good Life Advisors, LLC 0.07% Reduce -53.2% 7,538 $972K
Kathleen S. Wright Associates Inc. 0.40% Add +12.7% 7,530 $971K
Leo Wealth, LLC 0.14% Reduce -73.8% 7,503 $968K
FOCUS Wealth Advisors, LLC 0.53% Add +22.6% 7,484 $965K
Moloney Securities Asset Management, LLC 0.13% Add +13.9% 7,449 $961K
Compass Financial Group, INC 0.18% Reduce -2.9% 7,446 $960K
Jackson Hole Capital Partners, LLC 0.19% No change 7,445 $960K
Columbia River Financial Group, LLC 0.64% Reduce -3.6% 7,434 $958K
Old Mission Investment Co LLC 0.29% Add +3.2% 7,407 $955K
Estate Counselors, LLC 0.10% New 7,400 $954K
ORBA Wealth Advisors, L.L.C. 0.48% No change 7,390 $953K
Liberty Capital Management, Inc. 0.21% No change 7,359 $949K
Marcum Wealth, LLC 0.08% Reduce -8.1% 7,335 $946K
Southland Equity Partners LLC 0.22% Reduce -0.8% 7,325 $945K
Aspen Grove Capital, LLC 0.18% Add +1.0% 7,320 $944K
Tobias Financial Advisors, Inc. 0.18% Reduce -1.6% 7,318 $944K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -0.8% 7,242 $924K
NCM Capital Management, LLC 0.41% No change 7,156 $923K
Continuum Advisory, LLC 0.12% Add +2.3% 7,147 $922K
SouthState Bank Corp 0.04% Add +60.5% 7,114 $917K
Condor Capital Management 0.09% Reduce -5.3% 7,103 $916K
Winthrop Advisory Group LLC 0.11% Reduce -8.7% 7,101 $916K
Mayflower Financial Advisors, LLC 0.14% Add +1.2% 7,083 $913K
Courage Miller Partners, LLC 0.31% No change 7,081 $913K
Lynx Investment Advisory 0.61% Reduce -5.2% 7,076 $913K
Bartlett & Co. Wealth Management LLC 0.01% Add +9.3% 7,074 $912K
Murphy, Middleton, Hinkle & Parker, Inc. 0.51% No change 7,065 $911K
Nilsine Partners, LLC 0.10% Reduce -0.7% 7,053 $910K
Uptown Financial Advisors LLC 0.94% No change 7,049 $909K
Ackerman Capital Advisors, LLC 0.24% No change 7,039 $908K
Greenhouse Wealth Management, LLC 0.68% Add +0.7% 7,039 $908K
Huntleigh Advisors, Inc. 0.15% Add +1.9% 7,037 $907K
Wedbush Securities Inc. 0.03% Add +0.5% 7,031 $907K
Keystone Financial Planning, Inc. 0.27% Reduce -67.9% 7,024 $906K
Paces Ferry Wealth Advisors, LLC 0.45% Reduce -0.7% 7,011 $904K
Archford Capital Strategies, LLC 0.13% Reduce -74.0% 7,007 $904K
TD Waterhouse Canada Inc. 0.01% Reduce -6.9% 6,991 $899K
Covestor Ltd 0.60% Reduce -4.9% 6,962 $898K
MOKAN Wealth Management Inc. 0.54% Add +2.2% 6,916 $892K
Steigerwald, Gordon & Koch Inc. 0.10% Add +0.0% 6,914 $892K
NorthRock Partners, LLC 0.03% Reduce -2.2% 6,899 $890K
Wolverine Trading, LLC 0.03% Add +6.9% 6,968 $889K
Oppenheimer & Co. Inc. 0.01% Reduce -1.3% 6,877 $887K
Lindbrook Capital, LLC 0.08% No change 6,838 $882K
Bison Wealth, LLC 0.08% Add +224.1% 6,980 $878K
Vista Investment Management 0.34% Add +0.1% 6,805 $878K
Apollon Financial, LLC 0.21% Add +1.7% 6,756 $871K
Axxcess Wealth Management, LLC 0.02% Reduce -8.2% 6,747 $870K
TruWealth Advisors, LLC 0.05% Add +0.1% 6,740 $869K
Rockbridge Investment Management, LCC 0.10% Reduce -10.6% 6,708 $865K
Glenview Trust Co 0.02% Reduce -3.3% 6,700 $864K
First National Bank Sioux Falls 0.35% Add +2.9% 6,672 $860K
Titleist Asset Management, LLC 0.10% Add +7.1% 6,644 $857K
Alamar Capital Management, LLC 0.51% Add +26.7% 6,635 $856K
Corus Family Wealth Advisors 0.59% No change 6,627 $855K
Texas Capital Bank Wealth Management Services Inc 0.09% Reduce -0.7% 6,593 $850K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Reduce -0.6% 7,012 $845K
Cornerstone Wealth Group, LLC 0.07% Reduce -3.3% 6,525 $841K
LongView Wealth Management 0.25% Add +6.5% 6,516 $840K
Tompkins Financial Corp. 0.08% No change 6,505 $839K
Apella Capital, LLC 0.03% Add +8.8% 6,831 $838K
Kagan Cocozza Asset Management 0.68% Reduce -0.1% 6,482 $836K
Next Level Wealth Planning, LLC 0.63% Add +32.4% 6,476 $835K
CWA Asset Management Group, LLC 0.04% Add +153.1% 6,474 $835K
BankPlus Trust Department 0.28% No change 6,458 $833K
Concord Asset Management, LLC 0.18% Add +113.8% 6,825 $832K
Sage Capital Advisors,llc 0.22% Reduce -1.1% 6,437 $830K
Brown Financial Advisory 0.52% New 6,419 $828K
Chatham Capital Group, Inc. 0.14% No change 6,335 $817K
FourThought Financial Partners, LLC 0.09% Add +0.3% 6,335 $817K
Insight Advisors, LLC/ PA 0.14% Add +39.9% 6,329 $816K
TFG Advisers LLC 0.30% Add +0.7% 6,307 $813K
Marco Investment Management LLC 0.08% No change 6,300 $812K
Fiduciary Alliance LLC 0.08% Add +10.9% 6,237 $804K
Avant Financial Advisors LLC 0.73% Add +0.7% 6,213 $801K
Saxon Interests, Inc. 0.37% Reduce -68.1% 6,182 $797K
Pitcairn Co. 0.05% No change 6,173 $796K
Valley Forge Investment Consultants Inc. Adv 0.28% Reduce -3.5% 6,163 $795K
First National Bank of Mount Dora, Trust Investment Services 0.19% No change 6,107 $788K
Signal Advisors Wealth, LLC 0.08% Reduce -21.3% 6,042 $779K
Christensen, King & Associates Investment Services, Inc. 0.37% Add +6.8% 6,013 $777K
Richards, Merrill & Peterson, Inc. 0.40% Reduce -1.6% 6,018 $776K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -0.7% 6,005 $774K
Stratos Wealth Advisors, LLC 0.04% Reduce -14.5% 5,975 $771K
Argent Trust Co 0.03% Add +9.8% 5,970 $770K
Verum Partners LLC 0.21% Reduce -3.4% 5,957 $768K
Seamount Financial Group Inc. 0.52% Add +0.3% 5,942 $766K
Anson Capital, Inc. 0.65% Reduce -21.1% 5,903 $761K
Wynn Capital, LLC 0.45% No change 5,892 $760K
Gradient Capital Advisors, LLC 0.25% Add +6.6% 5,875 $758K
Welch Group, LLC 0.03% No change 5,928 $756K
Mitchell Sinkler & Starr 0.21% No change 5,860 $756K
HHM Wealth Advisors, LLC 0.10% Add +0.1% 5,842 $753K
Caldwell Trust Co 0.08% Add +1.8% 5,829 $752K
Florida Financial Advisors, LLC 0.30% Add +67.7% 5,816 $750K
Sovran Advisors, LLC 0.10% Reduce -44.9% 6,188 $748K
Single Point Partners, LLC 0.18% Reduce -5.4% 5,784 $746K
Geneva Partners, LLC 0.38% Add +1.5% 5,761 $743K
Lee Danner & Bass Inc. 0.06% No change 5,758 $743K
Community Trust & Investment Co. 0.05% Add +5.4% 5,751 $742K
Asset Dedication, LLC 0.06% Reduce -29.8% 5,750 $741K
Strategic Financial Concepts, LLC 0.14% Reduce -0.9% 5,748 $741K
Prospect Financial Services LLC 0.41% New 5,742 $740K
Horizon Investment Services, LLC 0.36% Reduce -0.9% 5,731 $739K
Angeles Wealth Management, LLC 0.06% No change 5,712 $737K
Etesian Wealth Advisors, Inc. 0.32% Add +7.2% 5,694 $734K
Fragasso Financial Advisors Inc 0.05% Reduce -2.5% 5,664 $730K
First Command Advisory Services, Inc. 0.01% Reduce -16.2% 5,661 $730K
Heritage Trust Co 0.09% Add +237.1% 5,657 $730K
Capital Advisors, Ltd. LLC 0.10% Add +10.3% 5,626 $726K
Resonant Capital Advisors, LLC 0.05% No change 5,600 $722K
Jackson, Grant Investment Advisers, Inc. 0.28% Add +0.3% 5,600 $722K
Richwood Investment Advisors, LLC 0.61% Reduce -0.9% 5,598 $722K
Keystone Wealth Services, LLC 0.19% Reduce -3.4% 5,572 $719K
Mathes Company, Inc. 0.29% No change 5,566 $718K
Pension & Wealth Management Advisors, Inc. 0.27% Add +0.7% 5,542 $715K
Rakuten Securities, Inc. 0.36% Add +11.6% 5,513 $711K
Concord Wealth Partners 0.12% Add +27.3% 5,476 $706K
American State Bank (Iowa) 0.43% Add +1.4% 5,473 $706K
Capital Planning Advisors, LLC 0.11% No change 5,437 $701K
Allie Family Office LLC 0.38% Reduce -20.8% 5,435 $701K
Armstrong, Fleming & Moore, Inc 0.85% New 5,430 $700K
Modern Wealth Management, LLC 0.02% Add +24.0% 5,403 $697K
Quest 10 Wealth Builders, Inc. 0.74% Reduce -17.8% 5,396 $696K
Copperwynd Financial, LLC 0.19% Reduce -64.3% 5,390 $695K
Cahaba Wealth Management, Inc. 0.06% Add +5.1% 5,378 $694K
Taylor & Morgan Wealth Management, LLC 0.52% Reduce -3.0% 5,374 $693K
WNY Asset Management, LLC 0.08% Add +16.1% 5,351 $690K
Clear Creek Financial Management, LLC 0.07% Add +1.9% 5,329 $687K
Detalus Advisors, LLC 0.21% Add +2.2% 5,307 $684K
Garde Capital, Inc. 0.04% No change 5,305 $684K
LaFleur & Godfrey LLC 0.09% Add +2.3% 5,271 $680K
Summit Wealth Group, LLC 0.20% No change 5,261 $678K
Private Capital Management, LLC 0.08% Add +39.8% 5,242 $676K
SigFig Wealth Management, LLC 0.02% Add +12.7% 5,279 $673K
West Branch Capital LLC 0.22% Reduce -23.1% 5,205 $671K
Stonebridge Financial Group, LLC 0.07% Add +1.1% 5,181 $668K
Jacobi Capital Management LLC 0.05% Add +38.8% 5,180 $668K
Fingerlakes Wealth Management, Inc. 0.57% Add +0.2% 5,167 $666K
FLC Capital Advisors 0.15% Reduce -24.1% 5,167 $666K
Elevate Wealth Advisory, Inc. 0.47% Add +0.8% 5,160 $665K
Visionary Wealth Advisors 0.04% Add +1.3% 5,153 $665K
Cannon Financial Strategists, Inc. 0.11% Add +0.0% 5,152 $664K
Fifth Third Securities, Inc. 0.06% Reduce -5.6% 5,136 $662K
Allegheny Financial Group 0.17% Reduce -6.2% 5,129 $662K
Charis Legacy Partners, LLC 1.25% Add +4.2% 5,116 $660K
Edge Financial Advisors LLC 0.42% Add +0.7% 5,107 $659K
Sax Wealth Advisors, LLC 0.05% Add +24.5% 5,083 $655K
Wetzel Investment Advisors, Inc. 0.33% Reduce -3.7% 5,063 $653K
Register Financial Advisors LLC 0.34% No change 5,050 $651K
Invictus Private Wealth, LLC 0.05% Reduce -1.2% 5,026 $648K
Ferguson Wellman Capital Management, Inc. 0.01% Add +4.9% 5,020 $647K
Destination Wealth Management 0.02% Reduce -0.1% 5,019 $647K
McAlister, Sweet & Associates, Inc. 0.49% New 4,970 $641K
Advance Capital Management, Inc. 0.03% Reduce -0.0% 4,964 $640K
Van Hulzen Asset Management, LLC 0.06% Reduce -1.6% 4,939 $637K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 4,936 $637K
Texas Yale Capital Corp. 0.03% Add +6.7% 4,913 $634K
MV Capital Management, Inc. 0.07% No change 4,912 $633K
Arbor Wealth Advisors LLC 0.56% No change 4,909 $633K
SOL Capital Management CO 0.07% Reduce -20.3% 4,899 $632K
Claris Advisors, LLC / Mo / 0.24% No change 4,900 $632K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -16.8% 4,891 $631K
Pittenger & Anderson Inc. 0.02% Add +0.4% 4,885 $630K
XY Planning Network, Inc. 0.42% Reduce -5.5% 4,883 $630K
Meridian Management Co. 0.19% No change 4,855 $626K
Aldebaran Financial Inc. 0.76% Add +0.3% 4,829 $623K
PDS Planning, Inc 0.05% Add +0.2% 4,825 $622K
Mayfair Advisory Group, LLC 0.36% Add +0.1% 4,812 $621K
CM Wealth Advisors LLC 0.20% No change 4,805 $620K
Cedar Wealth Management, LLC 0.22% No change 4,798 $619K
Barry Investment Advisors, LLC 0.16% Reduce -4.6% 4,793 $618K
Idaho Trust Co 0.25% No change 4,793 $618K
Ipsen Advisor Group LLC 0.53% Reduce -0.0% 4,778 $616K
Hirtle & Co., LLC 0.03% No change 4,763 $614K
Bfsg, LLC 0.07% Reduce -0.8% 4,763 $614K
Boston Family Office LLC 0.04% No change 4,740 $611K
Great Lakes Retirement, Inc. 0.08% No change 4,730 $610K
Hubbell Strickland Wealth Management, LLC 0.29% Reduce -0.6% 4,727 $610K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.3% 4,715 $608K
Summa Corp. 0.35% No change 4,700 $606K
Balboa Wealth Partners 0.15% Reduce -4.6% 4,692 $605K
Sandbox Financial Partners, LLC 0.21% Add +1.1% 4,667 $602K
Ade, LLC 0.35% Reduce -0.7% 4,657 $601K
Faithward Advisors, LLC 0.10% Add +12.0% 4,628 $597K
Covenant Asset Management, LLC 0.15% Reduce -7.2% 4,621 $596K
San Luis Wealth Advisors LLC 0.13% Add +78.0% 4,606 $594K
Nicolet Advisory Services, LLC 0.06% Reduce -8.8% 4,963 $591K
Centurion Wealth Management LLC 0.18% No change 4,625 $590K
Curi Capital, LLC 0.01% Reduce -38.4% 4,571 $589K
Frisch Financial Group, Inc. 0.17% Add +4.5% 4,569 $589K
Quadrant Capital Group LLC 0.02% Reduce -3.7% 4,541 $586K
Brio Consultants, LLC 0.09% Reduce -9.3% 4,535 $585K
First Citizens Asset Management, Inc. 0.23% Reduce -6.2% 4,531 $584K
Purkiss Capital Advisors LLC 0.44% Add +90.9% 4,505 $581K
Better Money Decisions, LLC 0.39% Reduce -13.1% 4,501 $580K
Libra Wealth LLC 0.22% No change 4,496 $580K
Empower Advisory Group, LLC 0.00% Reduce -25.0% 4,487 $579K
Summit Wealth & Retirement Planning, Inc. 0.18% No change 4,486 $579K
Moneco Advisors, LLC 0.06% Reduce -20.3% 4,470 $576K
Tanglewood Legacy Advisors, LLC 0.25% No change 4,463 $576K
Scarborough Advisors, LLC 0.08% Add +27.3% 4,463 $576K
CFS Investment Advisory Services, LLC 0.05% Add +40.0% 4,433 $572K
ICONIQ Capital, LLC 0.01% No change 4,429 $571K
First National Advisers, LLC 0.09% No change 4,394 $567K
Altfest L J & Co. Inc. 0.07% Reduce -4.8% 4,389 $566K
Wealth Effects LLC 0.24% Add +9.3% 4,371 $564K
SWS Partners 0.18% Reduce -6.3% 4,364 $563K
Wealthstar Advisors, LLC 0.26% Reduce -5.0% 4,358 $562K
Mission Financial Group, LLC 0.52% — 3,771 $559K
KG Capital Management 0.18% Reduce -0.4% 4,321 $557K
Hantz Financial Services, Inc. 0.01% New 4,317 $557K
Meridian Financial Advisors, LLC 0.39% Add +6.8% 4,315 $556K
Cutler Investment Counsel LLC 0.07% No change 4,310 $556K
WoodTrust Financial Corp 0.08% Add +3.0% 4,272 $551K
ProVise Management Group, LLC 0.05% Reduce -1.1% 4,259 $549K
Wealth Alliance, LLC 0.07% Add +2.8% 4,255 $549K
Marshall Financial Group Inc. 0.17% Reduce -2.5% 4,241 $547K
Fusion Capital, LLC 0.21% Add +5.3% 4,231 $546K
Paladin Advisory Group, LLC 0.44% Add +0.9% 4,231 $546K
Matthew Goff Investment Advisor, LLC 0.10% No change 4,227 $545K
Bay Rivers Group 0.29% Reduce -9.4% 4,221 $544K
Strategies Wealth Advisors, LLC 0.07% Add +0.8% 4,182 $539K
Hengehold Capital Management LLC 0.05% Add +0.0% 4,180 $539K
SOA Wealth Advisors, LLC. 0.11% Reduce -1.3% 4,164 $537K
Becker Capital Management Inc. 0.02% Add +12.3% 4,159 $536K
Whalerock Point Partners, LLC 0.13% No change 4,158 $536K
New Republic Capital, LLC 0.23% No change 4,148 $535K
NewEdge Wealth, LLC 0.01% Add +29.9% 4,148 $535K
Tower View Wealth Management LLC 0.31% Reduce -1.3% 4,144 $534K
Sightline Wealth Advisors, LLC 0.28% Add +20.9% 4,144 $534K
Golden State Wealth Management, LLC 0.08% Reduce -7.9% 4,132 $533K
Carnegie Lake Advisors LLC 0.22% No change 4,129 $532K
Brown, Lisle/Cummings, Inc. 0.15% No change 4,110 $530K
Alpine Bank Wealth Management 0.08% — 4,100 $529K
TD Asset Management Inc 0.00% No change 4,100 $529K
Clarity Capital Partners LLC 0.21% Reduce -28.1% 4,062 $524K
Quotient Wealth Partners, LLC 0.02% No change 4,062 $524K
Safe Harbor Fiduciary, LLC 0.54% Add +2.4% 4,060 $524K
UNIVEST FINANCIAL Corp 0.03% Reduce -1.8% 4,051 $522K
Colonial Trust Co / SC 0.08% Reduce -2.4% 4,045 $522K
Headlands Technologies LLC 0.06% Reduce -9.0% 4,044 $522K
Fort Washington Investment Advisors Inc. 0.00% Reduce -11.0% 4,040 $521K
Obsidian Personal Planning Solutions LLC 0.23% Add +15.6% 4,179 $520K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +0.6% 4,029 $520K
Cornerstone Financial Group, LLC 0.47% Add +10.1% 4,025 $518K
S.A. Mason LLC 0.27% No change 4,013 $517K
Northeast Investment Management 0.02% No change 4,004 $516K
Elios Financial Group Inc. 0.25% Add +0.7% 4,003 $516K
Optivise Advisory Services LLC 0.29% Reduce -1.5% 3,998 $516K
Steph & Co. 0.18% Reduce -7.0% 3,990 $515K
Commonwealth Retirement Investments LLC 0.21% Reduce -9.1% 3,981 $513K
Evercore Wealth Management, LLC 0.01% No change 3,981 $513K
Norden Group LLC 0.06% Add +20.6% 3,964 $511K
Clare Market Investments LLC 0.13% New 3,963 $511K
Ameritas Investment Partners, Inc. 0.02% Add +3.3% 3,949 $509K
First Heartland Consultants, Inc. 0.05% Reduce -6.4% 3,942 $508K
Aaron Wealth Advisors LLC 0.06% Add +17.8% 3,935 $507K
Aspen Wealth Management LLC 0.14% Add +4.8% 3,930 $507K
Old Second National Bank of Aurora 0.12% No change 3,925 $506K
McAdam, LLC 0.03% Reduce -10.0% 3,923 $506K
Black Diamond Financial, LLC 0.08% Add +0.3% 3,921 $506K
Jefferies Financial Group Inc. 0.01% No change 3,920 $506K
Scott & Selber, Inc. 0.16% Reduce -9.0% 3,920 $505K
Cassaday & Co Wealth Management LLC 0.01% Reduce -14.5% 3,904 $503K
Private Client Services, LLC 0.25% Reduce -3.1% 3,895 $502K
Clark Asset Management, LLC 0.08% Add +68.6% 3,895 $502K
Syverson Strege & Co 0.16% Add +41.4% 3,889 $502K
TrueWealth Advisors, LLC 0.16% No change 3,879 $500K
Bridgewealth Advisory Group, LLC 0.65% Reduce -87.2% 3,863 $498K
Quadrant Private Wealth Management, LLC 0.12% Add +15.8% 3,847 $496K
Keystone Global Partners, LLC 0.35% — 3,835 $495K
Aft, Forsyth & Company, Inc. 0.27% Add +0.2% 3,827 $494K
LCNB Corp. 0.18% No change 3,811 $492K
Dentgroup LLC 0.37% No change 3,803 $490K
Elevatus Welath Management 0.28% New 3,801 $490K
Obsidian Cio, LLC 0.08% Add +77.9% 3,801 $490K
Next Level Private LLC 0.18% Add +0.3% 3,779 $487K
American Institute for Advanced Investment Management, LLP 0.37% Add +84.1% 3,765 $486K
Integris Wealth Management, LLC 0.14% No change 3,763 $485K
Schechter Investment Advisors, LLC 0.04% No change 3,751 $484K
Curbstone Financial Management Corp 0.10% Reduce -9.6% 3,750 $484K
Stablepoint Partners, LLC 0.09% Reduce -2.2% 3,719 $480K
Peddock Capital Advisors, LLC 0.12% Add +3.7% 3,718 $479K
GenTrust, LLC 0.02% Add +47.7% 3,716 $479K
Reliant Investment Partners, LLC 0.49% Reduce -0.7% 3,711 $479K
Heritage Family Offices, LLP 0.24% No change 3,708 $478K
Ledyard National Bank 0.05% Reduce -0.3% 3,708 $478K
Adero Partners, LLC 0.03% Add +118.1% 3,707 $478K
MBE Wealth Management, LLC 0.23% Add +5.8% 3,703 $477K
Elgethun Capital Management 0.11% New 3,700 $477K
Qube Research & Technologies Ltd 0.00% Add +55.6% 3,696 $477K
GeoWealth Management, LLC 0.02% Reduce -0.4% 3,690 $476K
Heritage Wealth Advisors 0.02% No change 3,687 $475K
Hurlow Wealth Management Group, Inc. 0.15% No change 3,677 $474K
Triumph Capital Management 0.16% No change 3,672 $474K
Willner & Heller, LLC 0.44% Add +0.7% 3,672 $473K
Provenance Wealth Advisors, LLC 0.07% Reduce -1.4% 3,653 $471K
Brookwood Investment Group LLC 0.08% — 3,647 $470K
GM Advisory Group, LLC 0.03% Reduce -3.4% 3,647 $470K
Institute for Wealth Management, LLC. 0.06% Add +43.7% 3,643 $470K
Monterey Private Wealth, Inc. 0.14% Reduce -0.1% 3,639 $469K
Fortitude Advisory Group L.L.C. 0.34% No change 3,885 $468K
Syntegra Private Wealth Group, LLC 0.05% No change 3,600 $464K
Waterfront Wealth Inc. 0.11% Add +0.7% 3,593 $463K
Blue Fin Capital, Inc. 0.09% No change 3,593 $463K
Security National Bank 0.09% Reduce -5.9% 3,571 $461K
Waypoint Wealth Partners Inc. 0.13% Reduce -5.3% 3,547 $457K
MWA Asset Management 0.32% Add +9.5% 3,523 $454K
My Legacy Advisors, LLC 0.17% Add +4.3% 3,517 $454K
Manuka Financial, LLC 0.29% Add +0.0% 3,515 $453K
LifeWealth Investments, LLC 0.22% Add +52.2% 3,494 $451K
Redmont Wealth Advisors LLC 0.88% Add +4.5% 3,491 $450K
BSW Wealth Partners 0.07% Reduce -14.7% 3,491 $450K
Sage Financial Group Inc. 0.04% New 3,488 $450K
Stillwater Wealth Management Group 0.39% New 3,478 $449K
Nwam LLC 0.04% Reduce -96.4% 3,476 $448K
Madrona Financial Services, LLC 0.12% Add +2.3% 3,473 $448K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -12.1% 3,461 $446K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -12.2% 3,458 $446K
River Wealth Advisors LLC 0.06% No change 3,457 $446K
Montag A & Associates Inc. 0.02% No change 3,455 $446K
Castle Wealth Management LLC 0.17% Add +0.0% 3,454 $445K
Bradley Foster & Sargent Inc. 0.01% No change 3,450 $445K
Retirement Income Solutions, Inc. 0.09% No change 3,444 $444K
Emergent Wealth Advisors, LLC 0.32% Reduce -1.5% 3,443 $444K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $443K
Eagle Bay Advisors LLC 0.37% No change 3,407 $439K
Semus Wealth Partners LLC 0.31% Add +0.5% 3,404 $439K
Cardinal Point Capital Management ULC 0.04% Add +3.2% 3,403 $439K
Veridan Wealth LLC 0.20% Add +54.7% 3,402 $439K
Ames National Corp. 0.29% No change 3,400 $438K
Advisory Alpha, LLC 0.01% Reduce -10.8% 3,388 $437K
KOM Wealth Management Group, LLC 0.38% Add +0.6% 3,384 $436K
Canandaigua National Bank & Trust Co. 0.04% No change 3,383 $436K
Mustard Seed Financial, LLC 0.35% Add +0.1% 3,378 $436K
Van Den Berg Management I, Inc. 0.13% Reduce -1.3% 3,371 $435K
Aveo Capital Partners, LLC 0.07% Reduce -32.4% 3,463 $434K
Passive Capital Management, LLC. 0.14% New 3,326 $429K
Main Management LLC 0.04% Reduce -5.5% 3,300 $426K
Legacy Private Trust Co. 0.03% No change 3,301 $426K
PBMares Wealth Management LLC 0.09% Reduce -6.0% 3,299 $425K
Teamwork Financial Advisors, LLC 0.06% New 3,284 $424K
Bokf, NA 0.01% No change 3,283 $423K
Maltin Wealth Management, Inc. 0.20% Reduce -3.4% 3,281 $423K
Prosperity Consulting Group, LLC 0.03% Reduce -36.4% 3,277 $423K
Wescott Financial Advisory Group, LLC 0.04% Reduce -5.5% 3,273 $422K
Daiwa Securities Group Inc. 0.00% Reduce -3.8% 3,270 $422K
TCI Wealth Advisors, Inc. 0.03% Add +4.6% 3,268 $421K
Premier Path Wealth Partners, LLC 0.07% Add +3.5% 3,258 $420K
Mitchell & Pahl Private Wealth, LLC 0.20% No change 3,256 $420K
Wesbanco Bank Inc. 0.01% Add +15.9% 3,250 $419K
Shulman DeMeo Asset Management LLC 0.12% Reduce -1.2% 3,245 $419K
Dahring | Cusmano LLC 0.36% Reduce -2.9% 3,244 $418K
Legacy Edge Advisors, LLC 0.07% Add +0.4% 3,230 $416K
Princeton Global Asset Management LLC 0.08% No change 3,225 $416K
Plante Moran Financial Advisors, LLC 0.04% Reduce -15.1% 3,224 $416K
FSB Premier Wealth Management, Inc. 0.16% Add +23.7% 3,223 $416K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -89.7% 3,223 $416K
Vannoy Advisory Group, Inc. 0.31% No change 3,219 $415K
Cascade Investment Advisors, Inc. 0.28% No change 3,215 $415K
Weitzel Financial Services, Inc. 0.20% No change 3,336 $414K
V2 Financial group LLC 0.27% New 3,200 $413K
Alpine Woods Capital Investors, LLC 0.10% No change 3,200 $413K
Greenleaf Trust 0.00% Reduce -1.1% 3,200 $413K
First Foundation Advisors 0.02% No change 3,193 $412K
L. Roy Papp & Associates, LLP 0.05% Reduce -0.7% 3,191 $412K
Hilltop Holdings Inc. 0.03% Reduce -47.3% 3,179 $410K
LexAurum Advisors, LLC 0.08% Reduce -58.8% 3,177 $410K
Team Financial Group, LLC 0.24% Reduce -1.9% 3,170 $409K
Client 1ST Advisory Group, LLC 0.16% New 3,169 $409K
Arkfeld Wealth Strategies, L.L.C. 0.18% Add +1.3% 3,307 $406K
Novak & Powell Financial Services, Inc. 0.25% Add +0.5% 3,142 $405K
Trellis Wealth Advisors LLC 0.20% Add +0.6% 3,138 $405K
Ameliora Wealth Management Ltd. 0.15% No change 3,119 $402K
Journey Advisory Group, LLC 0.03% Reduce -25.6% 3,103 $400K
Comprehensive Financial Planning, Inc. 0.39% Add +0.6% 3,102 $400K
Ehrlich Financial Group 0.29% Reduce -16.6% 3,100 $400K
NWF Advisory Services Inc. 0.06% New 3,100 $400K
Tennessee Valley Asset Management Partners 0.07% Reduce -33.7% 3,095 $399K
Mosaic Financial Group, LLC 0.32% No change 3,097 $399K
FWG Holdings, LLC 0.20% Add +0.1% 3,202 $398K
United Community Bank 0.15% Reduce -2.4% 3,086 $398K
Sound Income Strategies, LLC 0.02% Add +3.8% 3,084 $398K
Barrett & Company, Inc. 0.17% Add +1.9% 3,075 $397K
Pennington Partners & Co., LLC 0.23% No change 3,073 $396K
West Coast Financial LLC 0.05% Reduce -3.1% 3,073 $396K
Keebeck Wealth Management 0.06% No change 3,065 $395K
Astoria Portfolio Advisors LLC. 0.13% Add +0.3% 3,228 $393K
RHS Financial, LLC 0.22% New 3,048 $393K
Stephens Consulting, LLC 0.10% Reduce -0.5% 3,043 $392K
Aua Capital Management, LLC 0.25% Reduce -12.6% 3,014 $389K
Tudor Financial Inc. 0.23% No change 3,001 $387K
Simmons Bank 0.03% No change 3,000 $387K
Disciplined Investments, LLC 0.18% Add +0.1% 2,997 $386K
Balanced Wealth Group LLC 0.19% Add +0.1% 2,991 $386K
Apriem Advisors 0.05% Add +26.3% 2,983 $385K
Financial Network Wealth Advisors LLC 0.50% Add +8.7% 2,973 $383K
Pure Financial Advisors, LLC 0.01% Add +30.7% 2,967 $383K
Ingalls & Snyder LLC 0.01% No change 2,960 $382K
Sonora Investment Management Group, LLC 0.03% New 2,959 $382K
Wealth Management Strategies, Inc. 0.25% Reduce -0.1% 2,952 $381K
Raffa Wealth Management, LLC 0.09% Reduce -0.1% 2,943 $380K
Portside Wealth Group, LLC 0.06% Reduce -17.7% 2,938 $379K
Resurgent Financial Advisors LLC 0.23% Reduce -2.7% 2,932 $378K
Park Edge Advisors, LLC 0.10% No change 2,925 $377K
Laraway Financial Advisors Inc 0.30% Add +24.5% 2,921 $377K
Roberts Glore & Co. Inc. 0.11% No change 2,918 $376K
Nadler Financial Group, Inc. 0.04% No change 2,912 $376K
Saxony Capital Management, LLC 0.33% Add +0.5% 2,904 $375K
Wealth Preservation Advisors, LLC 0.27% — 2,903 $374K
New England Professional Planning Group Inc. 0.19% No change 2,903 $374K
Chemistry Wealth Management LLC 0.09% No change 2,902 $374K
Dravo Bay LLC 0.20% No change 2,899 $374K
Global Trust Asset Management, LLC 0.23% Reduce -4.6% 2,897 $374K
Cyndeo Wealth Partners, LLC 0.02% Reduce -8.2% 2,875 $371K
BCS Wealth Management 0.10% Reduce -12.0% 2,867 $370K
Cannell & Spears LLC 0.01% Add +0.2% 2,853 $368K
Clarity Wealth Advisors, LLC 0.10% Reduce -1.4% 2,848 $367K
Clayton Financial Group LLC 0.13% No change 2,846 $367K
Olde Wealth Management, LLC 0.13% Reduce -0.7% 2,853 $367K
Oregon Pacific Wealth Management, LLC 0.37% Reduce -3.6% 2,845 $367K
Morris Financial Concepts, Inc. 0.15% Add +2.8% 2,817 $363K
Westmount Partners, LLC 0.11% Reduce -1.3% 2,816 $363K
Agate Pass Investment Management, LLC 0.16% Reduce -0.9% 2,815 $363K
Slagle Financial, LLC 0.16% Reduce -7.3% 2,812 $363K
Milestone Asset Management Group, LLC 0.33% Add +2.1% 2,808 $362K
Per Stirling Capital Management, LLC. 0.05% Add +0.7% 2,806 $362K
Fortis Capital Advisors, LLC 0.07% Add +1.9% 2,784 $359K
Belpointe Asset Management LLC 0.02% Add +1.9% 2,784 $359K
Zacks Investment Management 0.00% Reduce -10.7% 2,761 $356K
Smith Anglin Financial, LLC 0.04% Add +5.6% 2,757 $356K
L.K. Benson & Company, P.C. 0.25% Add +7.0% 2,751 $355K
Sandy Cove Advisors, LLC 0.14% Add +0.0% 2,750 $355K
MY Wealth Management Inc. 0.34% No change 2,750 $355K
Breakwater Capital Group 0.06% New 2,723 $351K
Kanawha Capital Management LLC 0.03% No change 2,713 $350K
Brightwater Advisory LLC 0.27% Reduce -21.4% 2,690 $347K
Johnson Bixby & Associates, LLC 0.05% Reduce -13.1% 2,684 $346K
Channel Wealth LLC 0.11% Add +2.5% 2,672 $345K
Twelve Points Wealth Management LLC 0.09% No change 2,671 $344K
Global Financial Private Client, LLC 0.13% No change 2,669 $344K
NBT Bank, N.A. 0.02% Add +18.2% 2,667 $344K
Bragg Financial Advisors, Inc 0.01% New 2,655 $342K
HMV Wealth Advisors, LLC 0.27% No change 2,650 $342K
Godsey & Gibb, Inc. 0.03% Add +14.6% 2,646 $341K
Texas Bank & Trust Co 0.14% No change 2,646 $341K
Mezzasalma Advisors, LLC 0.12% No change 2,639 $340K
MGB Wealth Management, LLC 0.12% New 2,658 $340K
Cheviot Value Management, LLC 0.04% Add +1.9% 2,712 $340K
MilWealth Group LLC 0.09% Reduce -3.6% 2,633 $340K
Heritage Wealth Management, Inc. 0.12% Add +5.3% 2,619 $338K
Sage Capital Management, LLC 0.18% Add +4.3% 2,617 $337K
Exchange Bank 0.27% Reduce -5.0% 2,609 $336K
Innovative Wealth Building LLC 0.31% Add +0.7% 2,607 $336K
First Wilshire Securities Management Inc. 0.10% No change 2,600 $335K
Clearview Wealth Advisors LLC 0.25% Reduce -1.9% 2,596 $335K
HC Advisors, LLC 0.25% New 2,587 $334K
Twin Focus Capital Partners, LLC 0.05% Reduce -7.2% 2,581 $333K
RMR Capital Management, LLC 0.24% Reduce -1.2% 2,576 $332K
Capital Asset Advisory Services LLC 0.02% Add +15.1% 2,556 $331K
Prevail Innovative Wealth Advisors, LLC 0.09% Reduce -43.0% 2,545 $328K
Vista Capital Partners, Inc. 0.04% No change 2,540 $328K
Wealth Architects, LLC 0.04% Add +0.0% 2,530 $326K
Index Fund Advisors, Inc. 0.02% Reduce -2.4% 2,523 $325K
Prairie Wealth Advisors, Inc. 0.16% No change 2,521 $325K
Atlantic Union Bankshares Corp 0.02% Add +32.8% 2,517 $325K
CIBC Asset Management Inc 0.00% Reduce -5.3% 2,517 $325K
David Wealth Management LLC 0.27% Add +0.1% 2,509 $324K
True North Advisors, LLC 0.06% Add +30.1% 2,505 $323K
FSA Investment Group, LLC 0.27% Add +0.7% 2,482 $320K
United Advisor Group, LLC 0.07% Reduce -29.7% 2,466 $318K
Maxele Advisors, LLC 0.31% No change 2,462 $317K
Mystic Asset Management, Inc. 0.08% Add +2.3% 2,461 $317K
Equita Financial Network, Inc. 0.11% Add +2.7% 2,455 $317K
Berkshire Asset Management LLC 0.02% Reduce -1.3% 2,512 $316K
Paragon Private Wealth Management, LLC 0.15% Reduce -15.0% 2,452 $316K
NTV Asset Management LLC 0.04% Reduce -27.9% 2,451 $316K
Claro Advisors Inc. 0.04% Add +31.9% 2,446 $315K
Vigilare Wealth Management 0.13% New 2,446 $315K
Constant Guidance Financial LLC 0.40% Reduce -79.8% 2,444 $315K
Requisite Capital Management, LLC 0.07% New 2,436 $314K
Goelzer Investment Management, Inc. 0.02% No change 2,431 $314K
Hikari Power Ltd 0.02% No change 2,430 $313K
Blue Trust, Inc. 0.00% Reduce -45.8% 2,427 $313K
Olistico Wealth, LLC 0.19% Reduce -95.9% 100 $311K
Realta Investment Advisors 0.14% Add +3.4% 2,409 $311K
GPS Wealth Strategies Group, LLC 0.04% Add +7.1% 2,407 $310K
Payne Capital Management, LLC 0.13% No change 2,400 $310K
Hollencrest Capital Management 0.01% No change 2,400 $310K
Aviance Capital Partners, LLC 0.04% Reduce -4.0% 2,377 $307K
Facet Wealth, Inc. 0.01% Reduce -10.3% 2,443 $306K
GHP Investment Advisors, Inc. 0.01% Add +0.0% 2,367 $305K
Optima Capital LLC 0.19% Reduce -35.8% 2,361 $304K
Firestone Capital Management 0.08% Add +0.5% 2,358 $304K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +11.7% 2,356 $304K
J2 Capital Management Inc 0.28% No change 2,348 $303K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,344 $302K
Patten & Patten Inc. 0.02% Add +0.1% 2,335 $301K
Appleton Partners Inc. 0.02% Reduce -4.3% 2,330 $301K
1776 Wealth LLC 0.14% Reduce -2.2% 2,320 $299K
State Farm Mutual Automobile Insurance Co. 0.00% Add +499.5% 2,314 $298K
Moors & Cabot, Inc. 0.02% Reduce -21.7% 2,304 $297K
Smith Chas P & Associates Pa Cpas 0.02% New 2,303 $297K
West Michigan Advisors, LLC 0.10% Reduce -0.3% 2,300 $297K
Atlas Capital Advisors Inc. 0.04% Add +15.0% 2,296 $296K
Dover Advisors, LLC 0.13% New 2,294 $296K
J. W. Coons Advisors, LLC 0.08% Add +15.6% 2,293 $296K
Ghe, LLC 0.14% No change 2,285 $295K
Advus Financial Partners, LLC 0.08% Add +0.5% 2,278 $294K
Beacon Capital Management, LLC 0.04% Reduce -5.8% 2,270 $293K
Strategic Financial Partners, Ltd. 0.15% No change 2,270 $293K
Copia Wealth Management 0.27% Reduce -1.1% 2,269 $293K
Fisher Asset Management 0.00% Reduce -38.0% 2,260 $291K
MMBG Investment Advisors Co. 0.03% No change 2,260 $291K
Charles Schwab Trust Co 0.02% No change 2,254 $291K
Chemung Canal Trust Co. 0.06% No change 2,244 $289K
SFG Wealth Management, LLC. 0.14% Add +4.1% 2,238 $289K
Summit X, LLC 0.06% Reduce -0.3% 2,238 $289K
Private Wealth Asset Management, LLC 0.04% — 2,237 $288K
Sage Mountain Advisors LLC 0.02% Reduce -8.3% 2,224 $287K
USAdvisors Wealth Management, LLC 0.10% Add +0.6% 2,220 $286K
Redwood Investment Management, LLC 0.03% Reduce -0.6% 2,222 $286K
Phillips Wealth Planners LLC 0.30% Reduce -2.2% 2,357 $285K
Davis R M Inc. 0.01% No change 2,210 $285K
Watts Gwilliam & Co., LLC 0.06% Reduce -0.1% 2,209 $285K
Market Street Wealth Management Advisors LLC 0.05% Reduce -7.6% 2,203 $284K
Blue Sky Capital Consultants Group, Inc. 0.19% No change 2,200 $284K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.1% 2,343 $284K
WESPAC Advisors, LLC 0.23% Reduce -37.6% 2,197 $283K
Gray Private Wealth, LLC 0.17% No change 2,197 $283K
Strait & Sound Wealth Management LLC 0.13% Reduce -14.4% 2,176 $281K
Armbruster Capital Management, Inc. 0.06% No change 2,165 $279K
MinichMacGregor Wealth Management, LLC 0.06% No change 2,164 $279K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +0.9% 2,158 $278K
Revolve Wealth Partners, LLC 0.04% No change 2,152 $278K
Cabana LLC 1.73% New 2,150 $277K
Aurora Private Wealth, Inc. 0.22% New 2,150 $277K
Latitude Advisors, LLC 0.16% Add +13.6% 2,140 $276K
Monument Group Wealth Advisors, LLC 0.19% Add +22.1% 2,137 $276K
WMG Financial Advisors, LLC 0.12% No change 2,119 $273K
Eastern Bank 0.01% Reduce -10.6% 2,118 $273K
Hudock, Inc. 0.05% New 2,111 $272K
Blodgett Wealth Advisors, LLC 0.23% No change 2,107 $272K
Kraft, Davis & Associates, LLC 0.09% Add +0.1% 2,241 $271K
Acas, LLC 0.21% No change 2,183 $271K
Marshall & Sterling Wealth Advisors Inc. 0.18% Reduce -6.9% 2,093 $270K
Greenline Partners, LLC 0.04% Add +0.1% 2,091 $270K
RIA Advisory Group LLC 0.09% Reduce -1.6% 2,091 $270K
Stonegate Investment Group, LLC 0.01% Add +0.7% 2,087 $269K
Wells Trecaso Financial Group, LLC 0.09% New 2,086 $269K
Bluespring Wealth Management, LLC 0.03% Reduce -9.7% 2,085 $269K
Aspen Investment Management Inc 0.12% No change 2,075 $268K
Aerodigm Wealth, LLC 0.15% New 2,076 $268K
Brooks, Moore & Associates, Inc. 0.15% Add +10.7% 2,073 $267K
Lake Street Private Wealth, LLC 0.04% Add +0.1% 2,056 $265K
Capital Advisory Group Advisory Services, LLC 0.10% No change 2,052 $265K
Cascade Wealth Advisors, Inc 0.18% Reduce -15.0% 2,165 $264K
PFC Capital Group, Inc. 0.13% Reduce -2.3% 2,052 $264K
HRC Wealth Management, LLC 0.16% Add +4.1% 2,041 $263K
Von Berge Wealth Management Group, LLC 0.17% Reduce -1.9% 2,128 $263K
Security Financial Services, INC. 0.05% Add +0.2% 2,034 $262K
Leigh Baldwin & Co., LLC 0.21% Reduce -2.9% 2,033 $262K
Elevated Capital Advisors, LLC 0.07% No change 2,033 $262K
Revisor Wealth Management LLC 0.12% Reduce -38.3% 2,019 $260K
Leading Edge Financial Planning LLC 0.08% No change 2,015 $260K
Prosperity Planning, Inc. 0.12% Add +2.6% 2,011 $259K
Legacy Financial Group LLC 0.04% Add +2.1% 2,010 $259K
Bank Ozk 0.11% No change 2,010 $259K
Birch Hill Investment Advisors LLC 0.01% New 2,005 $259K
Sterling Investment Counsel, LLC 0.09% New 2,003 $258K
Heritage Investors Management Corp. 0.01% New 2,000 $258K
Trek Financial, LLC 0.02% No change 2,000 $258K
GDS Wealth Management 0.02% Reduce -35.5% 1,996 $257K
Independent Advisor Alliance 0.01% Reduce -98.1% 1,996 $257K
Silver Oak Securities, Incorporated 0.02% Add +27.2% 2,014 $257K
Silver Oak Wealth Advisors Services, LLC 0.23% No change 1,991 $257K
Calton & Associates, Inc. 0.06% New 1,990 $257K
Townsend Asset Management Corp. /NC/ 0.10% Reduce -29.9% 1,983 $256K
Avalon Capital Management 0.07% Add +0.7% 1,976 $255K
Weik Capital Management 0.10% Add +23.4% 1,975 $255K
Northwest Financial Advisors 0.21% No change 1,974 $255K
Garden State Investment Advisory Services LLC 0.08% Add +0.4% 1,967 $254K
WealthPlan Investment Management, LLC 0.02% Add +0.4% 1,959 $253K
Financial Freedom, LLC 0.14% Add +0.6% 1,944 $251K
Campbell Deegan Wealth Management, LLC 0.29% Add +0.7% 1,944 $251K
Principia Wealth Advisory, LLC 0.24% Add +159.4% 2,039 $250K
Sentinel Pension Advisors, LLC 0.05% Add +0.1% 1,935 $250K
ARS Wealth Advisors Group, LLC 0.04% Add +3.5% 1,935 $250K
Catalyst Private Wealth, LLC 0.12% Add +15.6% 1,930 $249K
Accredited Investors Inc. 0.02% Reduce -10.7% 1,917 $247K
Hopwood Financial Services, Inc. 0.19% No change 1,914 $247K
Clearwater Capital Advisors, LLC 0.02% No change 1,914 $247K
WestHill Financial Advisors, Inc. 0.06% New 1,914 $247K
Gibraltar Capital Management, Inc. 0.05% New 1,910 $246K
Smith & Howard Wealth Management, LLC 0.07% No change 1,908 $246K
Vertex Planning Partners, LLC 0.05% Reduce -9.0% 1,907 $246K
Nemes Rush Group LLC 0.03% Add +0.9% 1,904 $246K
Cura Wealth Advisors, LLC 0.10% No change 1,900 $245K
Dearborn Partners LLC 0.01% New 1,900 $245K
Ferguson Shapiro LLC 0.09% New 1,897 $245K
ZynergyRetirementPlanningLLC 0.17% No change 1,916 $244K
Sterling Wealth Advisors Inc 0.19% Reduce -8.9% 1,892 $244K
Perkins Coie Trust Co 0.06% No change 1,890 $244K
Tucker Asset Management LLC 0.08% No change 1,888 $243K
Planning Center, Inc. 0.03% Add +3.6% 1,886 $243K
Silver Coast Investments LLC 0.09% Reduce -5.6% 1,884 $243K
FSA Advisors, Inc. 0.19% Reduce -1.1% 1,882 $243K
Inscription Capital, LLC 0.04% — 2,005 $243K
Caitlin John, LLC 0.24% Reduce -14.8% 1,877 $242K
Mindset Wealth Management, LLC 0.09% No change 1,873 $242K
Retirement Planning Group, LLC / NY 0.25% Add +0.2% 1,871 $241K
McDonough Capital Management, Inc 0.16% Reduce -0.1% 1,869 $241K
REDW Wealth LLC 0.09% No change 1,866 $241K
Salem Investment Counselors Inc. 0.01% No change 1,863 $240K
Dunhill Financial, LLC 0.11% Reduce -45.8% 1,852 $239K
Cape Investment Advisory, Inc. 0.10% Reduce -1.2% 1,851 $239K
MPWM Advisory Solutions, LLC 0.17% Add +0.2% 1,849 $238K
Farmers & Merchants Investments Inc. 0.01% Reduce -21.8% 1,840 $237K
Home Federal Bank of Tennessee 0.07% No change 1,838 $237K
ETF Store, Inc. 0.29% Add +3.5% 1,835 $237K
LGT Financial Advisors LLC 0.72% Reduce -4.1% 1,835 $237K
Intrua Financial, LLC 0.04% Reduce -30.1% 1,833 $236K
Financial Advisors, LLC 0.05% No change 1,830 $236K
ShoreHaven Wealth Partners, LLC 0.11% Reduce -11.3% 1,827 $236K
Tectonic Advisors LLC 0.01% Add +0.3% 1,824 $235K
Evolution Advisers, Inc. 0.12% Reduce -1.1% 1,829 $235K
Financial Futures Ltd Liability Co. 0.13% Reduce -1.6% 1,822 $235K
Second Line Capital, LLC 0.06% Reduce -3.5% 1,816 $234K
MRA Advisory Group 0.12% Reduce -4.0% 1,804 $233K
Rodgers & Associates, LTD 0.03% No change 1,796 $232K
Founders Capital Management 0.15% Add +0.3% 1,783 $230K
Matrix Private Capital Group LLC 0.14% No change 1,783 $230K
Winch Advisory Services, LLC 0.06% Add +0.6% 1,783 $230K
Maripau Wealth Management LLC 0.13% Reduce -19.5% 1,781 $230K
Koss-Olinger Consulting, LLC 0.02% New 1,773 $229K
Center for Financial Planning, Inc. 0.03% No change 1,771 $228K
WPG Advisers, LLC 0.21% Reduce -1.8% 1,769 $228K
Indiana Trust & Investment Management Co 0.08% No change 1,769 $228K
Philadelphia Trust Co. 0.02% No change 1,765 $228K
Meriwether Wealth & Planning, LLC 0.15% Reduce -13.1% 1,766 $228K
American Money Management, LLC 0.04% Reduce -7.3% 1,764 $227K
Highland Capital Management, LLC 0.01% Reduce -4.4% 1,757 $227K
Bellevue Asset Management, LLC 0.12% Add +0.1% 1,753 $226K
Red Crane Wealth Management, LLC 0.22% Reduce -2.3% 1,753 $226K
Jane Street Group, LLC 0.00% New 1,752 $226K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -12.5% 1,750 $226K
Moran Wealth Management, LLC 0.01% New 1,744 $225K
Opal Wealth Advisors, LLC 0.07% Reduce -0.8% 1,739 $224K
Acropolis Investment Management, LLC 0.01% Reduce -33.3% 1,736 $224K
Fluent Financial, LLC 0.10% Reduce -4.3% 1,733 $223K
Cooper Financial Group 0.03% Reduce -2.4% 1,732 $223K
Princeton Capital Management LLC 0.08% No change 1,730 $223K
Mullaney, Keating & Wright, Inc. 0.15% No change 1,729 $223K
Acorn Wealth Advisors, LLC 0.09% Reduce -1.4% 1,724 $222K
TFC Financial Management, Inc. 0.03% No change 1,723 $222K
Plan Group Financial, LLC 0.08% New 1,720 $222K
PKS Advisory Services, LLC 0.06% Add +638.6% 13,997 $221K
Unified Investment Management 0.26% No change 1,716 $221K
Midwest Financial Group LLC 0.13% Add +0.3% 1,714 $221K
Element Wealth, LLC 0.12% Add +6.8% 1,706 $220K
RiverFront Investment Group, LLC 0.00% No change 1,700 $219K
Edgestream Partners, L.P. 0.01% New 1,689 $218K
Advyzon Investment Management, LLC 0.08% Reduce -23.8% 1,689 $218K
MA Private Wealth 0.04% No change 1,687 $218K
626 Financial, LLC 0.11% No change 1,686 $217K
Peak Retirement Planning, Inc. 0.12% New 1,684 $217K
5T Wealth, LLC 0.12% Reduce -26.4% 1,674 $216K
GK Wealth Management LLC 0.27% New 1,669 $215K
Van Cleef Asset Management,Inc 0.02% Reduce -16.9% 1,663 $214K
Sather Financial Group Inc 0.01% No change 1,659 $214K
Ofc Financial Planning, LLC 0.24% Add +4.3% 1,658 $214K
Park Square Financial Group, LLC 0.17% Reduce -0.3% 1,655 $213K
Soltis Investment Advisors LLC 0.02% New 1,652 $213K
Blue Oak Capital, LLC 0.12% Add +0.7% 1,649 $213K
Newton One Investments LLC 0.08% Reduce -11.7% 1,648 $213K
Safeguard Financial, LLC 0.05% Reduce -6.3% 1,646 $212K
Prepared Retirement Institute LLC 0.14% Reduce -8.9% 1,645 $212K
Kestra Investment Management, LLC 0.00% New 1,644 $212K
Arvest Bank Trust Division 0.01% No change 1,643 $212K
Everhart Financial Group, Inc. 0.03% No change 1,641 $212K
Cathy Pareto & Associates, Inc. 0.19% New 1,632 $210K
Peachtree Investment Partners, LLC 0.08% New 1,627 $210K
Swmg, LLC 0.08% Reduce -4.1% 1,697 $209K
BLB&B Advisors, LLC 0.01% Reduce -2.1% 1,616 $208K
Sloy Dahl & Holst, LLC 0.04% No change 1,615 $208K
Heritage Wealth Partners, LLC 0.32% Reduce -7.0% 1,613 $208K
PGIM Custom Harvest LLC 0.01% Add +0.9% 1,611 $208K
BOS Asset Management, LLC 0.07% No change 1,608 $207K
Lansing Street Advisors 0.07% Add +0.7% 1,602 $207K
Presilium Private Wealth, LLC 0.05% Reduce -65.5% 1,600 $206K
National Philanthropic Trust 0.00% No change 1,599 $206K
Atlatl Advisers LLC 0.13% Add +0.5% 1,593 $205K
Wambolt & Associates, LLC 0.07% Reduce -1.7% 1,595 $205K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -14.4% 1,597 $205K
Tanager Wealth Management LLP 0.03% Reduce -23.3% 1,589 $205K
Wisconsin Wealth Advisors, LLC 0.29% New 1,583 $204K
Significant Wealth Partners LLC 0.10% New 1,582 $204K
Heritage Financial Services, LLC 0.02% Reduce -65.9% 1,582 $204K
Seelaus Asset Management LLC 0.20% Reduce -3.1% 1,577 $203K
Clarus Group, Inc. 0.08% No change 1,575 $203K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.4% 1,590 $203K
SPC Financial, Inc. 0.02% No change 1,570 $202K
Avantra Family Wealth, Inc. 0.19% Reduce -32.5% 1,559 $201K
Capital Square, LLC 0.12% Add +0.1% 1,558 $201K
LFA - Lugano Financial Advisors SA 0.14% No change 1,555 $201K
Chapin Davis, Inc. 0.07% Reduce -40.9% 1,555 $201K
Potentia Wealth 0.09% Reduce -10.7% 1,554 $200K
Rappaport Reiches Capital Management, LLC 0.05% New 1,554 $200K
Hanson & Doremus Investment Management 0.03% No change 1,504 $194K
Topsail Wealth Management, LLC 0.04% Add +12.2% 1,479 $191K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $190K
Avalon Trust Co 0.01% New 1,447 $187K
Frazier Financial Advisors, LLC 0.14% Add +0.7% 1,445 $186K
North Capital, Inc. 0.17% — 1,430 $184K
Tacita Capital Inc 0.13% No change 1,390 $179K
Rialto Wealth Management, LLC 0.06% No change 1,389 $179K
Pinnacle Bancorp, Inc. 0.06% No change 1,371 $177K
Icon Wealth Advisors, LLC 0.01% Reduce -2.6% 1,370 $177K
Grove Bank & Trust 0.02% No change 1,364 $176K
City Holding Co. 0.02% Add +4.4% 1,357 $175K
Hara Capital LLC 0.12% Reduce -8.6% 1,336 $172K
Caldwell Sutter Capital, Inc. 0.08% Add +0.4% 1,300 $168K
Silicon Valley Capital Partners 0.02% Add +129100.0% 1,292 $165K
Halbert Hargrove Global Advisors, LLC 0.01% Add +4.1% 1,258 $162K
Future Financial Wealth Managment LLC 0.11% No change 1,200 $155K
AlphaCore Capital LLC 0.01% New 1,180 $152K
Noble Wealth Management PBC 0.10% New 1,153 $149K
Cooksen Wealth, LLC 0.15% New 1,213 $147K
Sachetta, LLC 0.06% Add +34.4% 1,129 $146K
Darwin Wealth Management, LLC 0.05% No change 1,102 $141K
Cornerstone Planning Group LLC 0.03% Add +7.5% 1,152 $140K
Russell Investments Group, Ltd. 0.00% Add +19.6% 1,018 $131K
ESL Trust Services, LLC 0.03% Reduce -5.2% 1,000 $129K
Strengthening Families & Communities, LLC 0.08% Add +2.2% 1,068 $127K
Stelac Advisory Services LLC 0.05% No change 979 $126K
ORG Partners LLC 0.03% Reduce -36.2% 979 $126K
Tsfg, LLC 0.03% No change 971 $125K
Beaird Harris Wealth Management, LLC 0.01% No change 956 $123K
Kimelman & Baird, LLC 0.01% No change 939 $121K
Vermillion & White Wealth Management Group, LLC 0.09% Add +29.1% 935 $121K
DHJJ Financial Advisors, Ltd. 0.05% No change 916 $118K
Robinswood Financial LLC 0.04% No change 916 $118K
Millstone Evans Group, LLC 0.08% Reduce -27.1% 898 $116K
Crewe Advisors LLC 0.02% No change 891 $115K
Gleason Group, Inc. 0.02% Add +0.6% 884 $114K
Rise Advisors, LLC 0.05% Add +112.8% 881 $114K
Accredited Wealth Management, LLC 0.10% No change 875 $113K
Kentucky Trust Co 0.07% No change 861 $111K
Flaharty Asset Management, LLC 0.02% New 855 $110K
Tidemark, LLC 0.04% No change 831 $107K
McIlrath & Eck, LLC 0.01% Add +0.6% 807 $104K
TCTC Holdings, LLC 0.00% Reduce -57.2% 781 $101K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 750 $97K
Ransom Advisory, Ltd 0.05% No change 721 $93K
Johnson Financial Group, Inc. 0.00% Reduce -38.2% 712 $92K
Creekmur Asset Management LLC 0.02% Add +1736.8% 698 $90K
TruNorth Capital Management, LLC 0.02% Add +645.2% 693 $89K
Ballast Advisors LLC 0.03% No change 677 $87K
Ameriflex Group, Inc. 0.04% No change 664 $86K
Pacifica Partners Inc. 0.04% Reduce -0.7% 677 $84K
Delta Asset Management LLC 0.01% No change 636 $82K
Transce3nd, LLC 0.04% Reduce -33.8% 629 $81K
Sandy Spring Bank 0.00% Reduce -39.6% 609 $79K
Marquette Asset Management, LLC 0.01% No change 600 $77K
Hurley Capital, LLC 0.06% Add +0.2% 596 $77K
Sunbelt Securities, Inc. 0.01% Add +16.6% 577 $74K
Bay Harbor Wealth Management, LLC 0.02% Add +3.7% 566 $73K
Bank of New Hampshire 0.02% No change 562 $72K
Allianz SE 0.00% Reduce -71.9% 560 $72K
Wood Tarver Financial Group, LLC 0.02% No change 558 $72K
Missouri Trust & Investment Co 0.03% No change 556 $72K
Smallwood Wealth Investment Management, LLC 0.04% New 550 $71K
Synergy Investment Management, LLC 0.03% Reduce -53.3% 545 $70K
New Millennium Group LLC 0.05% Reduce -1.3% 543 $70K
WFA Asset Management Corp 0.04% Reduce -2.2% 573 $69K
Global Wealth Strategies & Associates 0.02% New 537 $69K
Kennebec Savings Bank 0.07% Reduce -86.1% 536 $69K
Nova Wealth Management, Inc. 0.06% No change 510 $66K
CGC Financial Services, LLC 0.03% No change 509 $66K
Greykasell Wealth Strategies, Inc. 0.03% New 500 $64K
Financial Connections Group, Inc. 0.03% Reduce -4.6% 502 $64K
GAMMA Investing LLC 0.00% Add +1.3% 463 $60K
Keystone Financial Group, Inc. 0.04% Reduce -1.3% 475 $59K
Graney & King, LLC 0.04% Reduce -6.0% 451 $58K
Washington Trust Advisors, Inc. 0.01% No change 447 $58K
CNB Bank 0.03% Reduce -64.8% 445 $57K
American National Bank & Trust 0.01% Reduce -29.5% 439 $57K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -24.3% 436 $56K
Gen-Wealth Partners Inc 0.02% No change 432 $56K
Hughes Financial Services, LLC 0.01% New 432 $56K
Wolff Wiese Magana LLC 0.04% Reduce -8.1% 431 $56K
Mb, Levis & Associates, LLC 0.03% No change 428 $55K
West Financial Advisors, LLC 0.01% Reduce -48.1% 427 $55K
Winthrop Capital Management, LLC 0.02% Reduce -0.5% 423 $55K
Fortitude Family Office, LLC 0.02% Add +0.7% 418 $54K
Ridgewood Investments LLC 0.03% No change 417 $54K
Creative Capital Management Investments LLC 0.02% No change 413 $53K
Brentview Investment Management LLC 0.03% New 400 $52K
Blume Capital Management, Inc. 0.01% No change 400 $52K
Tortoise Investment Management, LLC 0.01% No change 399 $51K
Blue Bell Private Wealth Management, LLC 0.01% No change 398 $51K
Pineridge Advisors LLC 0.02% Reduce -3.0% 392 $51K
Minot DeBlois Advisors LLC 0.05% No change 386 $50K
IAG Wealth Partners, LLC 0.01% No change 385 $50K
Centricity Wealth Management, LLC 0.04% No change 380 $49K
Nalls Sherbakoff Group, LLC 0.04% — 380 $49K
Barnes Dennig Private Wealth Management LLC 0.07% — 364 $47K
Moser Wealth Advisors, LLC 0.02% Add +70.4% 363 $47K
SJS Investment Consulting Inc. 0.01% Reduce -80.1% 358 $46K
Highline Wealth Partners LLC 0.02% Add +0.6% 357 $46K
Wayfinding Financial, LLC 0.02% New 337 $43K
Tradewinds Capital Management, LLC 0.01% Reduce -16.4% 332 $43K
Winnacle Wealth LLC 0.04% Reduce -86.5% 323 $42K
Financial Gravity Asset Management, Inc. 0.01% — 319 $41K
PSI Advisors, LLC 0.01% Reduce -52.3% 294 $38K
Luminist Capital LLC 0.04% Reduce -44.9% 291 $37K
Resources Management Corp. /CT/ 0.01% No change 276 $36K
Northwest Capital Management Inc 0.01% No change 275 $35K
Ulland Investment Advisors, LLC 0.03% No change 275 $35K
Runnymede Capital Advisors, Inc. 0.03% No change 264 $34K
Front Row Advisors LLC 0.01% Reduce -10.1% 250 $32K
Barclays PLC 0.00% No change 248 $32K
Richard W. Paul & Associates, LLC 0.01% No change 244 $31K
NFSG Corp 0.01% Reduce -43.0% 237 $31K
American Capital Advisory, LLC 0.02% No change 234 $30K
First United Bank & Trust 0.01% No change 230 $30K
Bell Investment Advisors, Inc 0.01% Add +0.4% 230 $30K
Byrne Asset Management LLC 0.03% No change 227 $29K
Stone House Investment Management, LLC 0.01% New 206 $27K
AllSquare Wealth Management LLC 0.02% No change 200 $26K
FSA Wealth Management LLC 0.01% No change 200 $26K
MeadowBrook Investment Advisors LLC 0.02% No change 190 $25K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -13.2% 190 $25K
Coston, McIsaac & Partners 0.01% Reduce -6.3% 193 $24K
Horrell Capital Management, Inc. 0.01% No change 185 $24K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 183 $23K
Chilton Capital Management LLC 0.00% No change 177 $23K
PrairieView Partners, LLC 0.00% Add +5.4% 176 $22K
Ascentis Wealth Management, LLC 0.01% New 170 $22K
Parkworth Wealth Management, Inc. 0.02% No change 167 $21K
IMA Advisory Services, Inc. 0.00% New 157 $20K
Cloud Capital Management, LLC 0.01% — 161 $20K
Centennial Bank 0.01% No change 153 $20K
Running Point Capital Advisors, LLC 0.01% No change 150 $19K
1620 Investment Advisors, Inc. 0.01% No change 147 $19K
Reyes Financial Architecture, Inc. 0.01% No change 147 $19K
Midwest Capital Advisors, LLC 0.01% Reduce -90.8% 147 $19K
Decker Retirement Planning Inc. 0.01% Reduce -53.4% 142 $18K
Strategic Investment Solutions, Inc. 0.01% New 137 $18K
Christopher J. Hasenberg, Inc 0.01% New 123 $16K
Truvestments Capital LLC 0.00% No change 118 $15K
Accent Capital Management, LLC 0.01% No change 114 $15K
one8zero8, LLC 0.00% New 114 $15K
St Germain D J Co. Inc. 0.00% No change 109 $14K
Sittner & Nelson, LLC 0.01% New 105 $14K
PayPay Securities Corp 0.74% Reduce -16.0% 100 $13K
Pinney & Scofield, Inc. 0.01% No change 100 $13K
Fourth Dimension Wealth, LLC 0.01% New 100 $13K
Davis Capital Management 0.01% No change 94 $12K
JDM Financial Group LLC 0.01% New 84 $11K
Horizon Investments, LLC 0.00% Add +2.4% 84 $11K
PFS Partners, LLC 0.01% No change 77 $10K
Laurel Wealth Advisors LLC 0.00% No change 76 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $9K
Capital A Wealth Management, LLC 0.01% Reduce -9.1% 70 $9K
Signature Resources Capital Management, LLC 0.01% No change 60 $8K
West Paces Advisors Inc. 0.00% New 59 $8K
LRI Investments, LLC 0.00% No change 50 $6K
Allianz Asset Management GmbH 0.00% Add +6.5% 49 $6K
Curio Wealth, LLC 0.00% Reduce -97.5% 1 $5K
Clear Investment Research, LLC 0.01% No change 38 $5K
Ruedi Wealth Management, Inc. 0.00% No change 35 $5K
Costello Asset Management, INC 0.00% Add +47.6% 31 $4K
Brooklyn Investment Group 0.00% New 31 $4K
Abound Wealth Management 0.00% New 26 $3K
Investment Research & Advisory Group, Inc. 0.00% No change 26 $3K
Central Pacific Bank - Trust Division 0.00% Reduce -88.3% 26 $3K
Roxbury Financial LLC 0.00% No change 22 $3K
Rossby Financial, LCC 0.00% New 23 $3K
Country Trust Bank 0.00% Reduce -89.8% 17 $2K
Putney Financial Group LLC 0.00% No change 15 $2K
Proathlete Wealth Management LLC 0.00% New 11 $1K
Morse Asset Management, Inc 0.00% No change 11 $1K
Inlight Wealth Management, LLC 0.00% New 10 $1K
Sterling Capital Management LLC 0.00% No change 8 $1K
Briaud Financial Planning Inc 0.00% No change 10 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 5 $645
Spectrum Wealth Counsel, LLC 0.00% New 5 $645
Lord & Richards Wealth Management, LLC 0.00% New 3 $387
Retirement Wealth Solutions LLC 0.00% No change 1 $190
Hartford Financial Management Inc. 0.00% No change 1 $129
Hexagon Capital Partners LLC 0.00% Reduce -98.7% 1 $129

"% 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.