Vanguard High DVD Yield ETFVYMETF

13F holders, Q2 2025 (June 30)
1,806holders +5
88new positions
80sold out
5famous investors
$125.46avg. 13F price*

At the end of Q2 2025, 1,806 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 5 from Q1 2025. 88 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($1.6B), Morgan Stanley ($1.3B) and Raymond James Financial Inc. ($998.6M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions88$52.3M
Exits80$828.5M

All 13F filers, Q1 2025 → Q2 2025: 14,676,427 shares bought and 9,349,272 shares sold, net +5,327,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,806 holders

Bank of America Corp. 0.13% Reduce -0.5% 12,077,373 $1.6B
Morgan Stanley 0.09% Add +0.8% 9,974,059 $1.3B
Raymond James Financial Inc. 0.34% Add +2.5% 7,491,066 $998.6M
LPL Financial LLC 0.27% Add +7.0% 6,165,984 $822.0M
JPMorgan Chase & Co. 0.05% Reduce -4.2% 5,239,062 $698.4M
Wells Fargo & Company 0.15% Reduce -0.9% 5,082,019 $677.5M
Envestnet Asset Management Inc. 0.18% Add +3.3% 4,673,036 $623.0M
Ameriprise Financial Inc. 0.13% Add +3.6% 3,955,135 $527.7M
Creative Planning 0.41% Reduce -0.5% 3,603,154 $480.3M
UBS Group AG 0.09% Add +3.9% 3,204,174 $427.1M
Manufacturers Life Insurance Company, The 0.32% Add +13.3% 2,683,539 $357.7M
Mercer Global Advisors Inc. 0.74% Add +6.8% 2,488,249 $331.5M
Commonwealth Equity Services, LLC 0.43% Reduce -1.0% 2,466,280 $328.8M
Royal Bank of Canada 0.06% Add +0.4% 2,404,545 $320.6M
Jones Financial Companies LLLP 0.22% Add +13.8% 2,143,196 $284.1M
Goldman Sachs Group Inc. 0.04% Reduce -5.1% 1,951,237 $260.1M
Janney Montgomery Scott LLC 0.64% Add +0.7% 1,837,197 $244.9M
Cetera Investment Advisers 0.41% Add +11.5% 1,809,762 $241.3M
SCS Capital Management LLC 2.26% Reduce -0.6% 1,530,826 $204.1M
Pathstone Holdings, LLC 0.75% Reduce -0.1% 1,412,975 $188.4M
Stifel Financial Corp. 0.18% Add +8.2% 1,393,012 $185.7M
HighTower Advisors, LLC 0.22% Add +1.7% 1,314,693 $175.3M
Howard Capital Management, LLC 2.26% Add +8.5% 1,132,957 $151.0M
Osaic Holdings, Inc. 0.26% Add +5.3% 1,102,218 $146.9M
Kestra Advisory Services, LLC 0.69% Add +9.6% 1,061,435 $141.5M
Joel Isaacson & Co., LLC 5.25% Add +2.3% 969,159 $129.2M
Cambridge Investment Research Advisors, Inc. 0.38% Add +8.4% 948,760 $126.5M
Charles Schwab Investment Management Inc. 0.02% Add +23.7% 946,520 $126.2M
Truist Financial Corp. 0.18% Reduce -2.9% 930,504 $124.0M
Wharton Business Group, LLC 5.03% Add +0.4% 894,315 $119.2M
PNC Financial Services Group, Inc. 0.07% Reduce -3.8% 858,293 $114.4M
Florida Trust Wealth Management Co 3.32% Reduce -0.8% 810,168 $108.0M
Captrust Financial Advisors 0.24% Add +1.4% 791,471 $105.5M
Auto-Owners Insurance Co 2.15% Add +125.2% 724,200 $96.5M
Allworth Financial LP 0.46% Add +2.7% 714,531 $95.3M
Bell Bank 4.42% Add +4.5% 711,664 $94.9M
D.A. Davidson & Co. 0.65% Add +5.6% 693,744 $92.5M
Martel Wealth Advisors LLC 17.11% Add +3.2% 692,364 $92.3M
One Day In July LLC 8.12% Add +3.9% 672,610 $89.7M
Stratos Wealth Partners, LTD. 1.18% Add +3.1% 646,359 $86.2M
Bank of Montreal 0.04% Add +0.7% 644,693 $85.9M
HCR Wealth Advisors 9.82% Add +3.6% 625,930 $83.4M
SBI Securities Co., Ltd. 2.30% Reduce -3.4% 600,248 $80.0M
Equitable Holdings, Inc. 0.65% Add +10.9% 590,407 $78.7M
Baird Financial Group, Inc. 0.14% Add +21.4% 587,355 $78.3M
MML Investors Services, LLC 0.22% Add +6.6% 576,010 $76.8M
Mesirow Financial Investment Management, Inc. 1.48% Add +0.7% 570,074 $76.0M
Assetmark, Inc. 0.18% Reduce -9.0% 569,534 $75.9M
Cerity Partners LLC 0.13% Reduce -6.9% 565,520 $75.4M
Marino, Stram & Associates LLC 14.50% Add +0.4% 538,915 $71.8M
Mariner, LLC 0.10% Add +0.2% 538,670 $71.8M
Pinnacle Associates Ltd. 1.02% Add +1.9% 528,524 $70.5M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -2.0% 489,308 $66.5M
Wellspring Financial Advisors, LLC 5.70% Add +0.6% 2,787,908 $64.0M
Steward Partners Investment Advisory, LLC 0.49% Reduce -17.4% 473,178 $63.1M
Northeast Financial Consultants Inc 2.54% Reduce -2.5% 465,351 $62.0M
Inspirion Wealth Advisors, LLC 8.06% Reduce 0.0% 457,031 $60.9M
White Lighthouse Investment Management Inc. 9.89% Add +3.2% 456,116 $60.8M
CW Advisors, LLC 0.57% Add +4.1% 441,958 $58.9M
Arlington Trust Co LLC 11.39% Reduce -0.2% 437,601 $58.3M
Smithfield Trust Co 2.54% Add +3.9% 403,011 $53.7M
Hancock Whitney Corp. 0.98% Add +293.5% 383,291 $51.1M
Private Advisor Group, LLC 0.27% Add +0.3% 377,860 $50.4M
Operose Advisors LLC 13.26% Reduce -0.1% 352,758 $47.0M
Waldron Private Wealth LLC 2.04% Reduce -0.7% 350,620 $46.7M
Waverly Advisors, LLC 0.50% Add +1.4% 339,085 $45.2M
Cornerstone Advisory, LLC 4.83% Add +2.1% 337,113 $44.9M
MBM Wealth Consultants, LLC 11.72% Add +2.1% 328,449 $43.8M
Baltimore-Washington Financial Advisors, Inc. 2.00% Reduce -2.3% 322,077 $42.9M
Avantax Advisory Services, Inc. 0.23% Add +6.1% 314,722 $42.0M
M&T Bank Corp 0.14% Reduce -2.0% 305,503 $40.7M
NewEdge Advisors, LLC 0.21% Add +1.1% 301,244 $40.2M
Round Rock Advisors LLC 6.82% Add +1.5% 296,785 $39.6M
Pinnacle Wealth Management Advisory Group, LLC 3.28% Add +1.6% 296,759 $39.6M
Buska Wealth Management, LLC 10.81% Add +11.0% 296,671 $39.5M
Zhang Financial LLC 1.82% Add +3.0% 295,417 $39.4M
Northwestern Mutual Wealth Management Co. 0.03% Add +7.5% 293,480 $39.1M
Twele Capital Management, Inc. 7.70% Add +1.1% 291,113 $38.8M
Wealthspire Advisors, LLC 0.20% Reduce -0.9% 270,978 $36.1M
Iron Horse Wealth Management, LLC 10.55% Add +2.1% 268,260 $35.8M
Moneta Group Investment Advisors LLC 0.42% Reduce -22.3% 264,309 $35.2M
Heartwood Wealth Advisors LLC 3.64% Add +2.4% 261,397 $34.8M
Merit Financial Group, LLC 0.39% Add +17.3% 259,882 $34.6M
DAVENPORT & Co LLC 0.19% Add +8.8% 256,112 $34.1M
Sei Investments Co. 0.04% Add +5.3% 255,312 $34.0M
Keybank National Association 0.13% Add +1.9% 253,426 $33.8M
Act Wealth Management, LLC 14.24% Add +2.7% 252,805 $33.7M
Human Investing LLC 5.27% Add +1.1% 250,700 $33.4M
New England Asset Management Inc. 5.34% Reduce -1.0% 246,580 $32.9M
Old National Bancorp 0.57% Add +32.7% 239,739 $32.0M
Crews Bank & Trust 4.93% Add +4.5% 235,149 $31.3M
Lido Advisors, LLC 0.16% Reduce -3.1% 229,488 $30.6M
Conservest Capital Advisors, Inc. 3.00% Reduce -1.4% 228,187 $30.4M
Beacon Pointe Advisors, LLC 0.32% Reduce -2.3% 228,171 $30.4M
Bank of Hawaii 1.60% Reduce -21.4% 227,158 $30.3M
FMR LLC 0.00% Add +2.2% 223,959 $29.9M
DeDora Capital, Inc. 7.71% Add +5.9% 221,680 $29.6M
Beacon Financial Group 3.05% Reduce -5.9% 220,047 $29.3M
Venture Visionary Partners LLC 1.10% Reduce -0.1% 218,768 $29.2M
Berkeley Capital Partners, LLC 7.38% Reduce -0.8% 218,236 $29.1M
United Services Automobile Association 2.99% Reduce -0.2% 215,563 $28.7M
Corient Private Wealth LP 0.04% Reduce -10.8% 212,509 $28.3M
Opus Capital Group, LLC 3.38% Reduce -1.8% 211,958 $28.3M
FineMark National Bank & Trust 0.96% Add +6.6% 211,784 $28.2M
Focus Financial Network, Inc. 1.11% Reduce -1.4% 211,569 $28.2M
GSG Advisors LLC 8.17% Add +0.0% 211,438 $28.2M
WASHINGTON TRUST Co 1.00% Add +2.0% 211,261 $28.2M
Wolff Financial Management LLC 7.26% Add +2.1% 210,861 $28.1M
Focus Partners Wealth 0.06% Add +3.2% 209,161 $27.9M
Rebalance, LLC 1.87% Reduce -0.8% 206,815 $27.6M
Focused Wealth Management, Inc 3.36% Add +0.3% 206,715 $27.6M
Dagco, Inc. 7.66% Add +6.4% 206,019 $27.5M
Regions Financial Corp. 0.19% Reduce -0.6% 205,316 $27.4M
Sanctuary Advisors, LLC 0.17% Add +2.0% 203,638 $27.1M
Comerica Bank 0.11% Add +0.3% 203,057 $27.1M
US Bancorp \de 0.03% Add +6.4% 202,644 $27.0M
Valmark Advisers, Inc. 0.37% Add +9.8% 200,325 $26.7M
Southern Farm Bureau Life Insurance 3.41% No change 200,033 $26.7M
Avior Wealth Management, LLC 0.92% Add +28.9% 198,851 $26.5M
Roble, Belko & Company, Inc 3.84% Add +0.1% 198,122 $26.4M
IFG Advisory, LLC 1.31% Reduce -0.9% 196,188 $26.2M
AE Wealth Management LLC 0.19% Add +11.9% 194,289 $25.9M
Forum Private Client Group LLC 9.98% Add +10.4% 194,171 $25.9M
Pacific Capital Wealth Advisors, Inc. 4.73% Reduce -14.4% 191,275 $25.8M
NorthCoast Asset Management LLC 0.11% Add +4.9% 192,665 $25.7M
Integrated Wealth Concepts LLC 0.25% Add +1.4% 187,611 $25.0M
Charter Capital Management, LLC\DE 14.47% — 184,825 $24.6M
Graves Light Lenhart Wealth, Inc. 2.90% Reduce -2.9% 183,041 $24.4M
First Manhattan Co. Llc. 0.07% No change 181,937 $24.3M
Money Concepts Capital Corp. 1.61% Add +3.7% 181,129 $24.1M
Oak Harvest Investment Services 2.99% Reduce -0.9% 179,271 $23.9M
Measured Wealth Private Client Group, LLC 6.93% Add +0.3% 173,799 $23.2M
Arkadios Wealth Advisors 0.69% Add +15.8% 173,036 $23.1M
&partners 0.18% Add +8.6% 172,483 $23.0M
Avion Wealth 5.22% Add +4.4% 171,709 $22.9M
Investment Advisory Group, LLC 6.88% Add +5.5% 170,427 $22.7M
Piedmont Capital Management, LLC 13.04% Add +0.7% 169,103 $22.5M
Montis Financial, LLC 6.20% Reduce -1.9% 167,476 $22.3M
Mutual Advisors, LLC 0.56% Add +9.3% 163,330 $22.3M
Quaker Wealth Management, LLC 7.47% — 167,307 $22.3M
Northern Trust Corp. 0.00% Add +0.8% 167,102 $22.3M
Essex Financial Services, Inc. 1.42% Add +1.8% 162,038 $21.6M
First Hawaiian Bank 2.84% Reduce -1.3% 157,149 $20.9M
Westside Investment Management, Inc. 3.87% Add +2.3% 156,256 $20.8M
Commerce Bank 0.12% Reduce -1.1% 155,224 $20.7M
Concurrent Investment Advisors, LLC 0.40% Add +7.9% 155,159 $20.7M
First National Trust Co 0.77% Reduce -1.1% 154,338 $20.6M
Annandale Capital, LLC 3.79% Add +1.9% 154,315 $20.6M
Blair William & Co. 0.06% Add +0.2% 150,716 $20.1M
Keudell/Morrison Wealth Management 4.45% Reduce -3.2% 150,324 $20.0M
Vestmark Advisory Solutions, Inc. 0.29% Add +29.3% 149,558 $19.9M
Ariston Services Group 14.11% Add +0.2% 148,902 $19.9M
Exencial Wealth Advisors, LLC 0.70% Add +2.1% 148,637 $19.8M
IFP Advisors, Inc 0.56% Add +2.9% 148,414 $19.8M
Long Run Wealth Advisors, LLC 4.11% Add +2.1% 146,822 $19.6M
Wealth Dimensions Group, Ltd. 4.31% Add +2.1% 146,688 $19.6M
LBMC Investment Advisors, LLC 1.39% Add +4.2% 146,459 $19.5M
Oak Hill Wealth Advisors, LLC 4.01% Add +12.1% 143,776 $19.4M
Nations Financial Group Inc, /Ia/ 1.32% Add +2.2% 144,055 $19.2M
Baker Ellis Asset Management LLC 2.61% Reduce -2.3% 142,410 $19.0M
Salomon & Ludwin, LLC 1.85% Reduce -3.9% 138,867 $18.7M
Financial Perspectives, Inc 5.65% Add +3.4% 140,178 $18.7M
Performance Wealth Partners, LLC 0.59% Add +4.0% 138,316 $18.4M
Northside Capital Management, LLC 1.40% No change 138,090 $18.4M
Bessemer Group Inc. 0.03% Reduce -7.2% 136,777 $18.2M
Mittelman Wealth Management 15.37% Reduce -7.1% 136,560 $18.2M
Select Asset Management & Trust 6.20% Reduce -3.3% 135,731 $18.1M
Cary Street Partners Financial LLC 0.51% Add +264.6% 135,211 $18.0M
Hardy Reed LLC 1.37% Reduce -1.4% 128,606 $17.1M
Atria Wealth Solutions, Inc. 0.39% Reduce -63.5% 127,847 $17.1M
Benchmark Wealth Management, LLC 7.61% Reduce -2.8% 128,380 $17.1M
Clearstead Advisors, LLC 0.24% Add +22.6% 128,098 $17.1M
Trustmark Bank Trust Department 1.16% No change 125,845 $16.8M
Tepp RIA, LLC 21.65% Add +0.1% 125,823 $16.8M
AdvisorNet Financial, Inc 1.08% Add +200.5% 125,114 $16.7M
Transcend Capital Advisors, LLC 1.29% Add +0.7% 124,826 $16.6M
Bank of New York Mellon Corp 0.00% Add +9.9% 124,397 $16.6M
Arkos Global Advisors 2.30% Reduce -38.4% 124,090 $16.5M
Wealthcare Advisory Partners LLC 0.37% Reduce -0.8% 123,208 $16.4M
Steele Capital Management, Inc. 0.79% Add +5.8% 122,930 $16.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.82% Reduce -35.4% 122,839 $16.4M
Patriot Investment Management Group, Inc. 1.13% Add +4.0% 122,366 $16.3M
Integrated Advisors Network LLC 0.72% Add +20.4% 120,233 $16.0M
Francis Financial, Inc. 3.70% Reduce -5.5% 120,181 $16.0M
Principle Wealth Partners LLC 1.00% Reduce -0.3% 119,932 $16.0M
Rockefeller Capital Management L.P. 0.03% Add +5.9% 119,461 $15.9M
Unison Advisors LLC 1.77% Add +7.5% 118,680 $15.8M
Composition Wealth, LLC 0.27% Add +2.0% 118,430 $15.8M
CreativeOne Wealth, LLC 0.41% Add +9.4% 116,818 $15.6M
Ballast, Inc. 4.06% Add +1.7% 116,399 $15.5M
Pinnacle Financial Partners Inc 0.33% Reduce -5.2% 116,032 $15.5M
TBH Global Asset Management, LLC 3.29% Reduce -8.9% 128,337 $15.4M
Flagship Wealth Advisors, LLC 5.79% Reduce -9.1% 115,155 $15.4M
CENTRAL TRUST Co 0.35% Reduce -12.8% 114,235 $15.2M
Employees' Retirement Fund of the City of Fort Worth 6.92% No change 117,403 $15.1M
First Horizon Advisors, Inc. 0.39% Add +6.3% 112,479 $15.0M
Private Advisory Group LLC 1.36% Reduce -11.1% 108,737 $14.5M
Procyon Advisors, LLC 1.37% Reduce -4.0% 108,552 $14.5M
Certified Advisory Corp 1.50% Add +16.9% 108,006 $14.4M
Natixis Advisors, LLC 0.02% Add +6.6% 106,660 $14.2M
Howard Wealth Management, LLC 7.13% Add +1.3% 105,789 $14.1M
Paragon Financial Partners, Inc. 9.63% Add +0.2% 105,707 $14.1M
Peapack Gladstone Financial Corp. 0.20% Reduce -1.2% 104,360 $13.9M
Johnson Financial Group, Inc. 0.62% Add +14530.5% 104,169 $13.9M
Headinvest, LLC 2.93% Reduce -6.7% 103,308 $13.8M
Summit Financial, LLC 0.31% Add +40.8% 103,247 $13.8M
Asset Allocation & Management Company, LLC 6.41% No change 102,990 $13.7M
SlateStone Wealth, LLC 1.28% Reduce -6.0% 102,572 $13.7M
VSM Wealth Advisory, LLC 4.50% Add +0.5% 102,117 $13.6M
Cresset Asset Management, LLC 0.07% Reduce -9.1% 101,823 $13.6M
Drucker Wealth 3.0, LLC 2.62% Reduce -22.4% 100,571 $13.6M
Bordeaux Wealth Advisors LLC 1.73% Add +3.6% 101,065 $13.5M
Wellington Management Group LLP 0.00% Reduce -34.4% 100,627 $13.4M
EP Wealth Advisors, LLC 0.09% Add +18.2% 99,601 $13.3M
Bernardo Wealth Planning LLC 2.87% Add +2.1% 99,277 $13.2M
Pointe Capital Management LLC 6.84% Add +1.1% 98,773 $13.2M
Stonebridge Capital Advisors LLC 1.00% Add +5.1% 98,683 $13.2M
Causey Wealth LLC 6.73% Reduce -0.4% 98,257 $13.1M
Arthur M. Cohen & Associates, LLC 2.29% Add +4.4% 97,189 $13.0M
Nwam LLC 0.74% Add +2651.2% 95,630 $12.8M
High Net Worth Advisory Group LLC 3.35% Add +1.4% 94,985 $12.7M
Ironwood Wealth Management, Inc. 5.97% Reduce -0.1% 93,844 $12.6M
Vanguard Group Inc. 0.00% Add +3.9% 94,676 $12.6M
Iron Gate Global Advisors LLC 1.39% Add +8.9% 93,867 $12.5M
Cherry Tree Wealth Management, LLC 2.87% Reduce -1.1% 92,762 $12.4M
Asset Allocation Strategies LLC 2.73% Add +14.2% 92,727 $12.4M
Capital Advisors Wealth Management, LLC 1.93% Add +6.8% 92,078 $12.3M
Seneca Financial Advisors LLC 4.72% Add +6.7% 91,939 $12.3M
Bryn Mawr Trust Advisors, LLC 0.67% Add +5.9% 91,811 $12.2M
Global Wealth Management Investment Advisory, Inc. 2.28% Add +0.8% 91,217 $12.2M
Aptus Capital Advisors, LLC 0.12% Reduce -8.6% 91,209 $12.2M
Insight Wealth Strategies, LLC 1.53% Reduce -1.3% 89,936 $12.1M
Park Avenue Securities LLC 0.11% Add +11.0% 89,678 $12.0M
Grandview Asset Management LLC 3.76% Add +1.8% 88,074 $11.7M
Linscomb Wealth, Inc. 0.54% Reduce -2.0% 87,515 $11.7M
Stokes Family Office, LLC 1.22% Reduce -4.2% 87,502 $11.7M
GW Henssler & Associates Ltd. 0.62% Add +6.5% 87,329 $11.6M
Howe & Rusling Inc. 0.86% Add +41.5% 87,200 $11.6M
Rwa Wealth Partners, LLC 0.15% Reduce -1.6% 86,982 $11.6M
Ieq Capital, LLC 0.07% Reduce -2.1% 86,925 $11.6M
Evermay Wealth Management LLC 1.43% Reduce -0.1% 86,923 $11.6M
Brown Advisory Inc. 0.02% Add +12.3% 86,463 $11.5M
Kingsview Wealth Management, LLC 0.19% Add +27.2% 86,286 $11.5M
Matrix Asset Advisors Inc. 1.16% Add +10.5% 86,061 $11.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -11.5% 85,569 $11.4M
Pinnacle Financial Group, LLC / IL 3.74% Add +1.3% 83,847 $11.2M
Capstone Wealth Management Group, LLC 10.64% Reduce -5.0% 83,143 $11.1M
Accretive Wealth Partners, LLC 3.61% Add +3.6% 82,652 $11.0M
Pettinga Financial Advisors LLC 2.37% Reduce -0.6% 81,264 $10.8M
Fiduciary Trust Co 0.13% Add +8.2% 80,377 $10.7M
Associated Banc-Corp 0.30% Add +4.2% 80,026 $10.7M
Summit Wealth Partners, LLC 2.03% Add +4.4% 79,681 $10.6M
Romano Brothers and Company 1.31% Reduce -1.1% 79,633 $10.6M
Strategic Family Wealth Counselors, L.L.C. 3.02% Reduce -1.1% 79,621 $10.6M
Robertson Stephens Wealth Management, LLC 0.37% Add +14.7% 79,130 $10.5M
United Capital Financial Advisors, LLC 0.09% Add +2.0% 79,060 $10.5M
AF Advisors, Inc. 3.63% New 78,863 $10.5M
Crescent Grove Advisors, LLC 1.01% Add +6.5% 78,452 $10.5M
CIBC Private Wealth Group LLC 0.02% Reduce -5.1% 77,548 $10.3M
Brookstone Capital Management 0.14% Add +0.1% 77,410 $10.3M
Milestone Investment Advisors LLC 2.69% Reduce -4.2% 77,219 $10.3M
Pps&v Asset Management Consultants, Inc. 6.49% Add +5.1% 77,208 $10.3M
Citigroup Inc. 0.01% Reduce -9.3% 76,948 $10.3M
Deutsche Bank AG 0.00% No change 76,690 $10.2M
AA Financial Advisors, LLC 2.18% Add +12.3% 76,009 $10.1M
EPG Wealth Management LLC 3.03% Reduce -5.7% 75,803 $10.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Add +2.6% 75,798 $10.1M
HB Wealth Management, LLC 0.08% Add +0.8% 75,792 $10.1M
Granite FO LLC 5.69% Reduce -1.0% 75,411 $10.1M
Sterling Financial Planning, Inc. 3.35% Add +5.5% 75,194 $10.0M
Rollins Financial Advisors, LLC 1.59% Add +2.8% 74,597 $9.9M
Simplicity Wealth,LLC 0.41% Add +81.3% 73,990 $9.9M
AMG National Trust Bank 0.26% Reduce -2.4% 73,959 $9.9M
Octavia Wealth Advisors, LLC 1.12% Add +1.5% 73,959 $9.9M
Apeiron RIA LLC 2.53% Reduce -8.0% 73,734 $9.8M
waypoint wealth counsel 4.86% Add +1.3% 73,512 $9.8M
Atlas Legacy Advisors, LLC 2.15% Add +2.8% 73,197 $9.8M
Raab & Moskowitz Asset Management LLC 2.33% Reduce -2.6% 73,150 $9.8M
Flagship Harbor Advisors, LLC 0.46% Add +1.0% 72,147 $9.6M
Avantax Planning Partners, Inc. 0.30% Add +2.7% 71,089 $9.5M
Woodmont Investment Counsel LLC 0.62% Reduce -1.1% 70,424 $9.4M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -4.1% 70,168 $9.4M
CoreCap Advisors, LLC 0.37% Reduce -6.3% 69,805 $9.3M
Sonata Capital Group Inc. 3.71% Reduce -0.6% 69,735 $9.3M
Evergreen Wealth Management, LLC 5.20% Add +3.4% 69,564 $9.3M
Apella Capital, LLC 0.25% Add +906.7% 68,770 $9.3M
Capital Analysts, LLC 0.31% Add +0.6% 69,405 $9.3M
StoneX Group Inc. 0.44% Add +3.0% 67,989 $9.1M
Country Club Bank 0.56% Reduce -3.5% 67,374 $8.9M
HBW Advisory Services LLC 1.10% Reduce -1.0% 66,703 $8.9M
ArborFi Advisors, LLC 7.79% Reduce -2.0% 66,340 $8.8M
Baron Silver Stevens Financial Advisors, LLC 1.40% Reduce -3.9% 65,764 $8.8M
Stephens Inc. 0.12% Reduce -11.8% 65,672 $8.8M
West Bancorporation Inc. 5.52% Add +7.2% 65,490 $8.7M
Spreng Capital Management, Inc. 3.70% Add +2.5% 65,270 $8.7M
Paradigm Capital Management, LLC 8.69% Reduce -5.5% 65,114 $8.7M
Eagle Strategies LLC 1.32% Add +5.1% 64,929 $8.7M
Advisory Services Network, LLC 0.14% Reduce -5.5% 64,413 $8.6M
Elevation Point Wealth Partners, LLC 0.67% Reduce -5.3% 64,473 $8.6M
Greenberg Financial Group 3.22% Reduce -2.1% 54,387 $8.6M
Cwm, LLC 0.03% Reduce -1.0% 64,211 $8.6M
Evergreen Capital Management LLC 0.26% Add +1.6% 63,850 $8.5M
Arax Advisory Partners 0.39% Reduce -14.7% 59,713 $8.5M
XML Financial, LLC 0.73% Add +4.6% 63,358 $8.4M
180 Wealth Advisors, LLC 1.18% Reduce -0.7% 63,355 $8.4M
Montz Harcus Wealth Management LLC 4.06% Add +3.4% 63,105 $8.4M
Leelyn Smith, LLC 1.38% Add +1.9% 63,055 $8.4M
MAI Capital Management 0.06% Reduce -0.1% 62,872 $8.4M
J.W. Cole Advisors, Inc. 0.18% Add +78.8% 62,321 $8.3M
Independent Financial Group, LLC 0.23% Add +8.1% 62,199 $8.3M
Sigma Investment Counselors Inc. 0.46% Add +5.1% 62,056 $8.3M
Sage Financial Management Group, Inc. 2.86% Add +5.0% 61,995 $8.3M
Chelsea Counsel Co. 4.09% No change 61,800 $8.2M
Gleason Group, Inc. 0.89% Add +6890.3% 61,794 $8.2M
Tide Cove Capital Partners LLC 6.48% Add +1.9% 60,165 $8.2M
Stillwater Capital Advisors, LLC 1.04% Add +0.3% 61,255 $8.2M
Geneos Wealth Management Inc. 0.20% Add +59.0% 61,233 $8.2M
RDA Financial Network 2.20% Add +0.2% 61,129 $8.1M
Quest Investment Management LLC 0.89% Add +2.5% 60,951 $8.1M
Sound View Wealth Advisors Group, LLC 0.60% Reduce -4.5% 60,894 $8.1M
Goldstone Financial Group, LLC 1.07% Add +5.3% 59,555 $8.1M
Kestra Private Wealth Services, LLC 0.12% Add +7.3% 60,642 $8.1M
Harbour Investments, Inc. 0.20% Add +0.5% 60,572 $8.1M
Tilson Financial Group, Inc. 3.00% Reduce -0.7% 59,657 $8.0M
Global Retirement Partners, LLC 0.20% — 59,641 $8.0M
PFG Private Wealth Management, LLC 4.09% Add +3.5% 59,598 $7.9M
Guardian Financial Partners, LLC 3.54% Add +4.2% 59,145 $7.9M
Cascade Financial Partners, LLC 0.94% Reduce -8.2% 58,790 $7.8M
ETF Portfolio Partners, Inc. 2.17% Add +8.7% 58,667 $7.8M
JFS Wealth Advisors, LLC 0.49% Add +1.3% 58,175 $7.8M
Dynamic Advisor Solutions LLC 0.24% Reduce -3.9% 57,924 $7.7M
Western Pacific Wealth Management, LP 7.34% Add +17.8% 57,384 $7.6M
Armor Investment Advisors, LLC 2.86% Reduce -1.1% 56,871 $7.6M
Penney Financial, LLC 3.85% Reduce -31.7% 56,791 $7.6M
Davidson Investment Advisors 0.34% Add +0.5% 56,479 $7.5M
City State Bank 2.36% Add +0.8% 56,422 $7.5M
Williams Jones Wealth Management, LLC. 0.09% Reduce -2.9% 56,290 $7.5M
WealthBridge Capital Management, LLC 1.89% Add +0.7% 56,025 $7.5M
Rooted Wealth Advisors, Inc. 2.58% Add +3.9% 55,244 $7.5M
Evanson Asset Management, LLC 0.46% Add +0.2% 55,442 $7.4M
Consolidated Portfolio Review Corp 1.02% Reduce -1.4% 55,411 $7.4M
Quadcap Wealth Management, LLC 0.94% Reduce -2.5% 55,412 $7.4M
Custos Family Office, LLC 2.35% Add +0.1% 55,319 $7.4M
Investors Research Corp 1.44% Add +5.7% 55,271 $7.4M
Founders Grove Wealth Partners, LLC 1.83% Reduce -1.1% 54,684 $7.3M
Dorsey & Whitney Trust CO LLC 0.39% No change 54,615 $7.3M
Yarger Wealth Strategies, LLC 3.79% Reduce -1.1% 54,427 $7.3M
Sage Rhino Capital LLC 1.53% Add +2.2% 54,248 $7.2M
Burns J W & Co. Inc. 0.88% Add +47.2% 54,205 $7.2M
BIP Wealth, LLC 0.44% Reduce -4.5% 53,583 $7.1M
World Investment Advisors 0.16% Add +53.0% 53,328 $7.1M
Ranch Capital Advisors Inc. 3.05% Add +2.7% 52,726 $7.0M
OneAscent Financial Services LLC 0.50% Reduce -49.1% 52,188 $7.0M
Modera Wealth Management, LLC 0.09% Add +0.7% 52,285 $7.0M
Global Strategic Investment Solutions, LLC 0.73% Reduce -0.9% 51,452 $6.9M
Jmac Enterprises LLC 1.47% Add +2.8% 51,370 $6.8M
Talisman Wealth Advisors LLC 6.24% Add +4.6% 51,230 $6.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.44% Add +338.8% 50,939 $6.8M
Whittier Trust Co. 0.08% Reduce -13.6% 50,846 $6.8M
Oxler Private Wealth LLC 2.13% Reduce -4.8% 50,788 $6.8M
Wealth Advisory Team LLC 6.33% — 50,738 $6.8M
Verity & Verity, LLC 0.57% Add +4.6% 49,922 $6.7M
Atria Investments, Inc 0.08% Add +11.3% 49,890 $6.7M
Childress Capital Advisors, LLC 1.67% Reduce -3.1% 49,646 $6.6M
Mission Wealth Management, LP 0.14% Add +2.6% 49,576 $6.6M
Destiny Wealth Partners, LLC 0.88% Reduce -1.3% 49,204 $6.6M
Darrow Company, Inc. 3.32% Reduce -2.0% 49,189 $6.6M
Bay Capital Advisors, LLC 4.99% Add +9.4% 49,148 $6.6M
Synovus Financial Corp. 0.08% Add +7.5% 48,913 $6.5M
Creative Financial Designs Inc. 0.47% Add +4.9% 48,670 $6.5M
Prime Capital Investment Advisors, LLC 0.09% Reduce -14.0% 48,489 $6.5M
EverSource Wealth Advisors, LLC 0.29% Add +0.3% 47,934 $6.4M
Midwest Trust Co 0.09% — 47,489 $6.3M
Principal Securities, Inc. 0.12% Add +14.1% 47,399 $6.3M
Busey Bank 0.19% Reduce -0.5% 47,277 $6.3M
First PREMIER Bank 1.52% Reduce -1.0% 47,097 $6.3M
FFG Retirement Advisors LLC 3.93% Add +7.0% 47,033 $6.3M
Gunma Bank,Ltd. 2.04% Add +4.2% 46,906 $6.3M
Trinity Financial Advisors LLC 1.89% Reduce -2.7% 46,363 $6.2M
Cypress Wealth Services, LLC 1.11% Add +5.7% 46,343 $6.2M
CVA Family Office, LLC 0.87% Add +4.5% 46,237 $6.2M
Tritonpoint Wealth, LLC 0.57% Add +0.0% 45,975 $6.1M
Uptick Partners, LLC 1.75% Add +10.1% 45,941 $6.1M
Ameritas Advisory Services, LLC 0.32% Reduce -51.0% 45,875 $6.1M
Embree Financial Group 0.92% Reduce -0.1% 45,713 $6.1M
Chaney Capital Management, Inc. 2.39% Reduce -4.2% 45,683 $6.1M
Dumont & Blake Investment Advisors LLC 1.59% Reduce -0.1% 45,665 $6.1M
Allen Capital Group, LLC 0.63% Reduce -1.8% 45,520 $6.1M
SWAN Capital LLC 2.63% Reduce -48.5% 45,377 $6.0M
Wealthspan Partners, LLC 2.51% Add +3.1% 45,317 $6.0M
Guerra Advisors Inc 2.85% New 45,183 $6.0M
Telos Capital Management, Inc. 0.61% Add +5.1% 44,779 $6.0M
Biltmore Family Office, LLC 1.01% Reduce -3.1% 44,709 $6.0M
Clear Harbor Asset Management, LLC 0.45% Reduce 0.0% 44,587 $5.9M
Curran Financial Partners, LLC 1.31% Reduce -34.9% 44,458 $5.9M
Parallel Advisors, LLC 0.12% Add +2.1% 44,275 $5.9M
Manning & Napier Advisors LLC 0.07% Reduce -6.1% 44,174 $5.9M
Voya Financial Advisors, Inc. 0.59% Add +46.8% 44,295 $5.9M
MidAtlantic Capital Management, Inc. 4.16% Reduce -0.5% 44,030 $5.9M
Means Investment Co., Inc. 0.56% Reduce -4.3% 43,957 $5.9M
Wealth Management Associates, Inc. 2.23% Add +0.0% 43,050 $5.7M
PFG Investments, LLC 0.34% Reduce -2.4% 42,932 $5.7M
MSH Capital Advisors LLC 1.64% Add +5.7% 42,805 $5.7M
Covington Investment Advisors Inc. 0.81% Add +2.2% 42,688 $5.7M
Union Savings Bank 2.61% Reduce -2.2% 42,322 $5.7M
Benjamin Edwards Inc. 0.07% Add +13.3% 42,471 $5.7M
AQR Capital Management 0.00% Add +48.3% 42,440 $5.7M
CoreFirst Bank & Trust 3.19% Add +1.8% 42,404 $5.7M
Redhawk Wealth Advisors, Inc. 0.71% Add +204.0% 42,380 $5.6M
Breakwater Investment Management 2.18% Reduce -0.1% 42,356 $5.6M
Flywheel Private Wealth LLC 4.47% Reduce -2.9% 41,811 $5.6M
Hofer & Associates. Inc 3.46% Add +2.3% 41,625 $5.5M
Sovereign Financial Group, Inc. 1.14% Add +4.4% 41,610 $5.5M
Blackston Financial Advisory Group, LLC 3.45% Reduce -4.6% 41,363 $5.5M
Independence Bank of Kentucky 0.78% Add +1.3% 41,343 $5.5M
Gallagher Capital Advisors, LLC 4.43% Reduce -0.6% 40,211 $5.5M
Arcataur Capital Management LLC 1.70% Reduce -0.7% 40,850 $5.4M
Accel Wealth Management 1.79% Reduce -0.2% 40,123 $5.3M
McGlone Suttner Wealth Management, Inc. 0.80% Reduce -1.6% 39,988 $5.3M
Rosenberg Matthew Hamilton 1.23% Add +1.4% 39,605 $5.3M
Walter & Keenan Wealth Management LLC /in/ 1.52% Reduce -10.3% 39,245 $5.2M
OneDigital Investment Advisors LLC 0.06% Reduce -0.6% 38,666 $5.2M
O'shaughnessy Asset Management, LLC 0.03% Add +5.1% 38,423 $5.1M
Bridgewealth Advisory Group, LLC 1.30% Add +891.9% 38,316 $5.1M
Choreo, LLC 0.07% Reduce -0.6% 38,209 $5.1M
Agf Management Ltd. 0.02% Add +0.4% 38,175 $5.1M
Apollon Wealth Management, LLC 0.10% Reduce -1.1% 37,634 $5.0M
Brown Brothers Harriman & Co. 0.03% Add +11.9% 37,434 $5.0M
Sweeney & Michel, LLC 1.77% Add +0.4% 36,973 $5.0M
NORTHSTAR ASSET MANAGEMENT Co 1.15% Add +0.8% 37,370 $5.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -13.8% 37,169 $5.0M
Fiduciary Group, LLC 0.46% Add +4.4% 37,016 $4.9M
tru Independence LLC 1.41% Add +1.4% 36,515 $4.9M
SageView Advisory Group, LLC 0.18% Reduce -4.8% 35,708 $4.9M
Investor's Fiduciary Advisor Network, LLC 1.81% Add +10.2% 36,453 $4.9M
Omnitrust Wealth Management, Inc 5.70% — 30,618 $4.8M
Onyx Bridge Wealth Group LLC 0.64% Reduce -3.8% 36,273 $4.8M
Seneca House Advisors 2.04% Add +13.2% 36,005 $4.8M
Focus Partners Advisor Solutions, LLC 0.06% Add +8.3% 35,916 $4.8M
Signature Estate & Investment Advisors LLC 0.11% Reduce -2.2% 35,861 $4.8M
Haverford Trust Co 0.05% Reduce -3.8% 35,672 $4.8M
Thrivent Financial for Lutherans 0.01% Add +3.0% 35,614 $4.7M
Wilmington Savings Fund Society, FSB 0.08% Reduce -1.6% 35,448 $4.7M
Hickory Asset Management, Inc. 3.89% Reduce -3.1% 35,256 $4.7M
Rockland Trust Co. 0.23% Add +1.2% 35,234 $4.7M
Townsquare Capital LLC 0.45% Reduce -82.3% 34,531 $4.6M
CORDA Investment Management, LLC. 0.34% Reduce -3.5% 34,442 $4.6M
Pacific Center for Financial Services 1.23% Add +4.6% 34,035 $4.5M
Cannon Wealth Management Services, LLC 3.68% Add +2.7% 33,790 $4.5M
Ironsides Asset Advisors, LLC 1.30% Reduce -0.4% 33,713 $4.5M
GC Wealth Management RIA, LLC 0.37% Reduce -21.4% 33,495 $4.5M
CX Institutional 0.16% Add +49.0% 33,493 $4.5M
Capital Investment Advisory Services, LLC 0.36% Add +3.8% 33,406 $4.5M
Gotham Asset Management 0.03% Add +229.1% 33,003 $4.4M
Sunburst Financial Group, LLC 0.98% Reduce -0.3% 32,973 $4.4M
Prospera Financial Services Inc 0.08% Reduce -5.3% 32,410 $4.3M
Climber Capital SA 2.77% No change 33,793 $4.3M
Parkside Financial Bank & Trust 0.46% Add +12.8% 32,324 $4.3M
Manchester Capital Management LLC 0.56% Add +31.5% 32,210 $4.3M
Hippocratic Financial Advisors, LLC 2.29% Reduce -74.7% 32,200 $4.3M
McNaughton Wealth Management, LLC 1.91% Add +0.8% 32,059 $4.3M
Hanover Advisors Inc. 1.73% Reduce -4.8% 31,733 $4.2M
Trust Co 0.48% Reduce -7.9% 31,703 $4.2M
Level Four Advisory Services, LLC 0.15% Reduce -0.2% 31,543 $4.2M
FRG Family Wealth Advisors LLC 0.73% Add +4.9% 31,503 $4.2M
Lebenthal Global Advisors, LLC 0.78% Reduce -24.7% 31,472 $4.2M
Kapstone Financial Advisors LLC 2.09% Reduce -0.8% 31,408 $4.2M
Everett Harris & Co. 0.05% Reduce -7.8% 31,351 $4.2M
Armstrong Advisory Group, Inc. 0.31% Reduce -0.4% 31,069 $4.1M
Cornell Pochily Investment Advisors, Inc. 1.35% Add +0.9% 30,953 $4.1M
Atticus Wealth Management, LLC 1.11% Add +3.8% 30,887 $4.1M
Advisor OS, LLC 0.40% Add +2.3% 30,829 $4.1M
Dodds Wealth, LLC 1.10% Reduce -1.9% 30,763 $4.1M
Wealth Management Partners, LLC 1.45% Add +0.4% 30,412 $4.1M
Lowe Wealth Advisors, LLC 1.60% Add +5.7% 30,727 $4.1M
Richard C. Young & CO., LTD. 0.40% Add +1.9% 30,280 $4.0M
Ally Invest Advisors Inc. 0.31% Add +1.3% 30,155 $4.0M
Oxinas Partners, LLC 2.06% Add +1.1% 30,155 $4.0M
Donaldson Capital Management, LLC 0.15% Reduce -1.5% 30,150 $4.0M
Foundations Investment Advisors, LLC 0.06% Reduce -47.7% 30,116 $4.0M
Ayalon Insurance Comp Ltd. 1.15% No change 29,808 $4.0M
LifeSteps Financial, Inc. 2.73% Add +0.4% 29,777 $4.0M
Stuart Chaussee & Associates, Inc. 0.89% Reduce -10.8% 29,698 $4.0M
Forza Wealth Management, LLC 1.62% Add +27.4% 29,671 $4.0M
SKY-Mountain Capital Management, Inc. 2.63% Reduce -32.6% 29,383 $4.0M
Simon Quick Advisors, LLC 0.20% Add +3.0% 29,541 $3.9M
GeoWealth Management, LLC 0.15% Add +699.4% 29,499 $3.9M
IHT Wealth Management, LLC 0.11% Add +1.6% 29,225 $3.9M
Chicago Partners Investment Group LLC 0.11% Add +3.7% 28,485 $3.9M
MJP Associates Inc. 0.58% Add +2.3% 29,140 $3.9M
Infinity Wealth Counsel, LLC 3.92% Add +0.5% 29,079 $3.9M
Cornerstone Advisors Asset Management, LLC 0.74% No change 29,009 $3.9M
Sigma Planning Corp 0.12% Reduce -14.6% 28,843 $3.8M
Ausdal Financial Partners, Inc. 0.25% Reduce -2.4% 28,598 $3.8M
Ritholtz Wealth Management 0.08% Reduce -2.5% 28,581 $3.8M
First Citizens Bank & Trust Co. 0.07% Add +6.7% 28,529 $3.8M
Maseco LLP 0.14% — 28,468 $3.8M
Scotia Capital Inc. 0.02% Add +1.4% 28,356 $3.8M
Sowell Financial Services LLC 0.15% Add +2.2% 28,276 $3.8M
Glen Eagle Advisors, LLC 0.58% Reduce -12.2% 28,044 $3.7M
Sapient Capital LLC 0.07% Add +9.6% 27,941 $3.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.1% 27,928 $3.7M
Culbertson A N & Co. Inc. 0.57% Reduce -0.5% 27,903 $3.7M
Kohmann Bosshard Financial Services, LLC 0.41% Reduce -0.0% 27,840 $3.7M
Fiduciary Advisors, Inc. 3.26% Add +13.3% 27,808 $3.7M
Orion Capital Management LLC 1.41% Reduce -6.3% 27,788 $3.7M
Pekin Hardy Strauss, Inc. 0.42% Add +4.8% 27,782 $3.7M
KDT Advisors, LLC 5.92% No change 27,539 $3.7M
Wealthcare Capital Partners, LLC 1.84% Add +42.4% 27,499 $3.7M
Aspire Capital Advisors LLC 1.01% Reduce -52.5% 27,476 $3.7M
Yukon Wealth Management, Inc. 1.29% No change 27,150 $3.6M
Verdence Capital Advisors LLC 0.25% Add +0.1% 27,097 $3.6M
Mill Creek Capital Advisors, LLC 0.08% Add +0.2% 27,043 $3.6M
Delta Financial Advisors LLC 1.26% No change 26,942 $3.6M
Western Wealth Management, LLC 0.21% Add +8.5% 26,920 $3.6M
Wells Financial Advisors INC 4.93% Reduce -1.2% 26,892 $3.6M
Triangle Securities Wealth Management 0.88% Reduce -6.2% 26,892 $3.6M
Farther Finance Advisors, LLC 0.07% Add +12.4% 26,790 $3.6M
RFG Advisory, LLC 0.08% Add +14.6% 26,772 $3.6M
Victory Financial Group, LLC 0.56% Add +11.7% 26,618 $3.5M
Guyasuta Investment Advisors Inc. 0.22% Add +4.0% 26,615 $3.5M
Lion Street Advisors, LLC 1.07% Reduce -7.2% 26,542 $3.5M
PAX Financial Group, LLC 0.66% Reduce -4.4% 26,092 $3.5M
Petix & Botte Co 0.85% Reduce -3.1% 25,995 $3.5M
Tiaa Trust, National Association 0.01% Add +3.6% 25,940 $3.5M
Blue Barn Wealth, LLC 1.62% Add +2.7% 25,769 $3.4M
Silverlake Wealth Management LLC 1.01% Add +4.9% 25,733 $3.4M
Wedmont Private Capital 0.15% Add +0.5% 25,375 $3.4M
Trust Co. of Vermont 0.16% Reduce -15.9% 25,659 $3.4M
Advisors Capital Management, LLC 0.05% Reduce -24.8% 25,638 $3.4M
Choate Investment Advisors 0.07% Reduce -0.5% 25,524 $3.4M
Independent Advisor Alliance 0.10% Add +1173.2% 25,413 $3.4M
Davidson Trust Co. 1.56% Add +5.1% 25,385 $3.4M
StrongBox Wealth, LLC 1.27% Add +3.8% 25,203 $3.4M
Bantamac Capital, LLC 1.20% Add +8.7% 25,129 $3.4M
Meridian Wealth Management, LLC 0.14% Add +0.9% 25,029 $3.3M
Main Street Financial Solutions, LLC 0.24% Add +74.5% 24,942 $3.3M
Luminist Capital LLC 3.29% Add +8367.0% 24,639 $3.3M
Sequoia Financial Advisors, LLC 0.02% Add +9.9% 24,859 $3.3M
Integrity Wealth Solutions LLC 1.61% Add +24.1% 24,794 $3.3M
Confluence Wealth Services, Inc. 0.18% Reduce -0.3% 24,709 $3.3M
Mainsail Asset Management, LLC 2.04% Add +0.6% 24,699 $3.3M
Cambridge Capital Management, LLC 1.77% Add +0.4% 24,694 $3.3M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -11.4% 24,509 $3.3M
Perigon Wealth Management, LLC 0.08% Reduce -18.4% 24,498 $3.3M
Parsons Capital Management Inc. 0.20% Add +1.8% 24,496 $3.3M
Moloney Securities Asset Management, LLC 0.40% Add +226.4% 24,314 $3.2M
Sagespring Wealth Partners, LLC 0.07% Reduce -2.1% 24,308 $3.2M
State Farm Mutual Automobile Insurance Co. 0.00% Add +938.2% 24,024 $3.2M
Disciplined Investors, L.L.C. 2.49% Add +0.0% 23,969 $3.2M
Semmax Financial Advisors Inc. 0.82% Reduce -18.7% 23,579 $3.2M
Founders Financial Alliance, LLC 0.72% Reduce -5.3% 23,888 $3.2M
Betterment LLC 0.01% Add +5.3% 23,833 $3.2M
German American Bancorp, Inc. 0.31% No change 23,821 $3.2M
WealthPLAN Partners, LLC 0.51% Add +10.2% 23,724 $3.2M
Renaissance Technologies 0.00% Reduce -54.6% 23,600 $3.1M
Warner Financial, Inc. 1.30% Add +2.1% 23,598 $3.1M
OMNI 360 Wealth, Inc. 1.94% Add +2.6% 23,446 $3.1M
Savant Capital, LLC 0.02% Add +5.8% 23,331 $3.1M
Bowman & Co S.C. 1.39% Reduce -1.5% 23,254 $3.1M
Alpha Cubed Investments, LLC 0.12% Add +2.0% 23,246 $3.1M
Burke & Herbert Bank & Trust Co. 0.69% Reduce -0.1% 23,194 $3.1M
Smartleaf Asset Management LLC 0.27% Add +8.8% 23,233 $3.1M
Bangor Savings Bank 0.27% Reduce -11.4% 23,070 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +6.6% 22,687 $3.0M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -10.3% 22,674 $3.0M
Mechanics Bank Trust Department 0.43% Reduce -1.2% 22,615 $3.0M
Wealthspire Retirement, LLC 0.20% Reduce -14.6% 22,525 $3.0M
Panoramic Investment Advisors, LLC 1.84% Add +0.3% 22,448 $3.0M
Brighton Jones LLC 0.08% Add +26.0% 22,382 $3.0M
Old Port Advisors 0.81% Reduce -3.6% 22,241 $3.0M
Signet Financial Management, LLC 0.37% Reduce -7.3% 22,158 $3.0M
Root Financial Partners, LLC 0.28% Add +106.3% 22,026 $2.9M
Platform Technology Partners 0.77% No change 21,996 $2.9M
Diversified Portfolios, Inc. 0.28% Add +0.5% 21,928 $2.9M
Cozad Asset Management Inc. 0.26% Add +0.1% 21,895 $2.9M
Thrive Capital Management, LLC 0.91% Reduce -42.6% 21,806 $2.9M
Jackson Wealth Management, LLC 0.32% Add +1.3% 21,757 $2.9M
Daymark Wealth Partners, LLC 0.11% Reduce -16.0% 21,734 $2.9M
Northstar Group, Inc. 0.46% Reduce -0.5% 21,544 $2.9M
Martin Worley Group 1.40% Add +0.1% 21,509 $2.9M
Arrowroot Family Office, LLC 1.28% — 21,479 $2.9M
Wilkins Miller Wealth Management, LLC 1.94% Add +11.4% 21,353 $2.8M
Intellectus Partners, LLC 0.62% No change 21,350 $2.8M
International Assets Investment Management, LLC 0.23% Add +4.2% 21,210 $2.8M
Connecticut Wealth Management, LLC 0.13% Reduce -0.7% 21,191 $2.8M
Citizens Financial Group Inc. 0.05% Reduce -2.8% 21,149 $2.8M
Schroder Investment Management Group 0.00% Add +5.1% 21,064 $2.8M
Blake Schutter Theil Wealth Advisors, LLC 3.18% Add +107.9% 21,050 $2.8M
Carnegie Investment Counsel 0.06% Add +3.9% 21,023 $2.8M
Larson Financial Group LLC 0.11% Add +58.5% 20,998 $2.8M
Pallas Capital Advisors LLC 0.11% Add +2.8% 20,948 $2.8M
First County Bank 1.49% Reduce -0.5% 20,762 $2.8M
Citizens National Bank Trust Department 0.55% Add +0.9% 20,595 $2.7M
Avidian Wealth Enterprises, LLC 0.11% Reduce -8.6% 20,578 $2.7M
Graypoint LLC 0.15% Reduce -6.2% 20,417 $2.7M
New Covenant Trust Company, N.A. 2.43% No change 20,512 $2.7M
1900 Wealth Management LLC 0.20% Reduce -3.2% 20,273 $2.7M
Compass Ion Advisors, LLC 0.29% Add +2.3% 20,166 $2.7M
Prudent Man Advisors, LLC 0.85% Add +0.4% 20,065 $2.7M
M.E. Allison & Co., Inc. 2.15% Add +0.0% 20,048 $2.7M
WCG Wealth Advisors LLC 0.17% Reduce -10.7% 19,996 $2.7M
Mount Lucas Management LP 1.27% Add +2.4% 19,969 $2.7M
Hickory Point Bank & Trust 2.09% Add +5.8% 19,415 $2.6M
TRUE Private Wealth Advisors 0.29% Reduce -2.0% 19,359 $2.6M
Diversified Trust Co. 0.06% Add +17.4% 19,340 $2.6M
VeraBank, N.A. 0.52% Add +0.3% 19,305 $2.6M
Hayek Kallen Investment Management 0.88% Add +0.1% 19,299 $2.6M
B.O.S.S. Retirement Advisors, LLC 0.64% Add +3.6% 19,266 $2.6M
Eukles Asset Management 1.04% Reduce -0.7% 19,147 $2.6M
Koshinski Asset Management, Inc. 0.19% Add +11.3% 19,064 $2.5M
Commons Capital, LLC 1.93% Reduce -5.6% 19,019 $2.5M
Sageworth Trust Co 0.14% Reduce -0.2% 18,949 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +2.1% 18,883 $2.5M
Roundview Capital LLC 0.17% Add +0.3% 18,852 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Add +12.8% 18,826 $2.5M
Lodestar Private Asset Management LLC 0.29% Reduce -0.7% 18,802 $2.5M
Riverbend Wealth Management, LLC 1.88% Add +6.0% 18,587 $2.5M
First Trust Advisors LP 0.00% Add +42.7% 18,568 $2.5M
Obermeyer Wealth Partners 0.12% Reduce -7.1% 18,561 $2.5M
Savvy Advisors, Inc. 0.17% Add +24.9% 18,547 $2.5M
Antonelli Financial Advisors, LLC 1.78% Reduce -10.6% 18,516 $2.5M
Independent Wealth Network Inc. 0.90% Reduce -1.1% 18,452 $2.5M
Flagstar Securities, Inc. 0.68% Reduce -19.8% 18,433 $2.5M
New England Private Wealth Advisors LLC 0.36% Reduce -1.0% 18,057 $2.5M
Aegis Wealth Management LLC 1.46% No change 18,870 $2.4M
Investment Management Corp. /Va/ 2.21% Reduce -0.3% 18,242 $2.4M
North Star Asset Management Inc. 0.10% Reduce -1.6% 18,205 $2.4M
Capital Investment Advisors, LLC 0.04% Add +10.2% 18,181 $2.4M
Diversify Wealth Management, LLC 0.15% Add +2.8% 17,686 $2.4M
Kovack Advisors, Inc. 0.24% Reduce -2.9% 18,109 $2.4M
Liberty Square Wealth Partners LLC 0.83% Reduce -1.1% 18,022 $2.4M
Thoroughbred Financial Services, LLC 0.17% Reduce -12.8% 17,918 $2.4M
Precedent Wealth Partners, LLC 0.58% Add +3.1% 17,887 $2.4M
Johnson Investment Counsel Inc. 0.02% Add +1.5% 17,855 $2.4M
Elite Financial, Inc. 1.16% Reduce -0.1% 17,598 $2.4M
Meritage Portfolio Management 0.15% Reduce -0.1% 17,588 $2.3M
Wealthedge Investment Advisors, LLC 0.98% Reduce -24.9% 17,568 $2.3M
Bouchey Financial Group, Ltd. 0.19% Reduce -0.4% 17,550 $2.3M
Harbor Investment Advisory, LLC 0.21% Add +0.4% 17,460 $2.3M
Collective Family Office LLC 0.59% Reduce -0.8% 17,352 $2.3M
Vicus Capital 0.19% Add +8.5% 17,319 $2.3M
McNamara Financial Services, Inc. 0.46% Add +21.4% 17,299 $2.3M
Clarity Capital Advisors, LLC 1.34% Add +5.2% 17,248 $2.3M
Diversify Advisory Services, LLC 0.09% Add +24.3% 16,775 $2.3M
Blankinship & Foster, LLC 0.54% No change 17,170 $2.3M
My Personal CFO, LLC 1.04% Reduce -0.3% 17,165 $2.3M
Opes Wealth Management LLC 0.41% Reduce -0.6% 17,147 $2.3M
Factor Wealth Management LTD 0.62% Add +1.9% 17,123 $2.3M
Weaver Consulting Group 0.63% Add +0.7% 17,071 $2.3M
Fonville Wealth Management LLC 0.57% Reduce -2.8% 16,978 $2.3M
HUB Investment Partners, LLC 0.08% Reduce -4.1% 16,914 $2.3M
Ashton Thomas Private Wealth, LLC 0.08% Add +31.4% 16,870 $2.2M
Ascent Group, LLC 0.09% Reduce -0.9% 16,808 $2.2M
Kuhn & Co Investment Counsel 1.69% Reduce -0.3% 16,732 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -3.5% 16,700 $2.2M
Neuberger Berman Group LLC 0.00% Add +1.4% 16,682 $2.2M
Capital Advantage, Inc. 0.35% Reduce -1.6% 16,639 $2.2M
Croban 1.89% Reduce -2.6% 16,621 $2.2M
Consultiva Wealth Management, Corp. 6.82% Reduce -5.1% 16,572 $2.2M
Brighton Securities Corp. 1.20% Reduce -44.1% 16,510 $2.2M
Howland Capital Management LLC 0.09% No change 16,488 $2.2M
Capital City Trust Co. 0.57% Add +5.7% 16,424 $2.2M
Susquehanna International Group, LLP 0.00% Add +29.5% 16,323 $2.2M
Tradition Wealth Management, LLC 0.17% Reduce -1.1% 16,269 $2.2M
Franklin Resources Inc. 0.00% Add +13.6% 16,252 $2.2M
BOK Financial Private Wealth, Inc. 0.14% Reduce -2.8% 16,238 $2.2M
Ridgecrest Wealth Partners, LLC 1.14% Add +24.3% 16,159 $2.2M
CGN Advisors LLC 0.19% Add +8.5% 16,062 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.99% Add +4.5% 16,060 $2.1M
Janus Henderson Group PLC 0.00% Add +0.1% 16,046 $2.1M
Colony Family Offices, LLC 0.55% Reduce -1.8% 15,999 $2.1M
Keystone Financial Group 0.19% Add +1.8% 15,978 $2.1M
First Merchants Corp. 0.08% No change 15,948 $2.1M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $2.1M
Allen Investment Management, LLC 0.02% New 15,768 $2.1M
Stonebridge Financial Planning Group, LLC 0.88% Reduce -6.0% 15,767 $2.1M
Lanark Financial, Inc. 0.17% Add +14.2% 15,758 $2.1M
Decker Retirement Planning Inc. 1.22% Add +10988.0% 15,745 $2.1M
Essex Bank 0.50% Reduce -0.2% 15,650 $2.1M
Flputnam Investment Management Co. 0.04% Add +11.0% 15,603 $2.1M
Investmark Advisory Group LLC 0.97% Reduce -0.0% 15,596 $2.1M
Coordinated Financial Services, Inc. 1.45% — 15,503 $2.1M
Carr Financial Group Corp 0.61% Reduce -5.2% 15,485 $2.1M
Leavell Investment Management, Inc. 0.09% Reduce -2.4% 15,458 $2.1M
Webster Bank, N. A. 0.21% Reduce -0.5% 15,457 $2.1M
Rockingstone Advisors LLC 1.08% Add +0.2% 15,400 $2.1M
Bensler, LLC 0.23% Reduce -1.6% 15,328 $2.0M
Evoke Wealth, LLC 0.05% Add +25.9% 15,301 $2.0M
Private Trust Co. NA 0.19% Add +3.5% 15,279 $2.0M
Advisor Resource Council 1.00% Reduce -71.2% 15,224 $2.0M
SP Asset Management LLC 0.17% Add +0.6% 15,196 $2.0M
New Insight Wealth Advisors 0.83% Reduce -2.4% 15,168 $2.0M
North Star Investment Management Corp. 0.14% Add +3.1% 15,145 $2.0M
O'ROURKE & COMPANY, Inc 0.94% Add +4.8% 15,067 $2.0M
Stratos Investment Management, LLC 0.09% Add +49.9% 15,046 $2.0M
Joseph Group Capital Management 0.67% Add +4.5% 14,968 $2.0M
Bristlecone Advisors, LLC 0.17% Add +0.1% 14,948 $2.0M
Financial Engines Advisors L.L.C. 0.00% Add +18.9% 14,820 $2.0M
Axis Wealth Partners, LLC 1.30% Reduce -1.3% 14,791 $2.0M
Quantinno Capital Management LP 0.01% Add +46.1% 14,696 $2.0M
InvesTrust 0.76% Reduce -0.7% 14,685 $2.0M
Mgo One Seven LLC 0.06% Add +1.9% 14,641 $2.0M
Medallion Wealth Advisors, LLC 0.75% Add +6.1% 14,479 $1.9M
Leo Wealth, LLC 0.15% Add +93.5% 14,515 $1.9M
FF Advisors,LLC 1.00% Add +0.1% 14,503 $1.9M
Beacon Financial Advisory LLC 0.50% Add +3.4% 14,469 $1.9M
R. W. Roge & Company, Inc. 1.09% Reduce -6.8% 14,456 $1.9M
21 West Wealth Management LLC 1.93% — 14,358 $1.9M
AIMZ Investment Advisors, LLC 0.64% Reduce -6.3% 14,339 $1.9M
Snider Financial Group 0.55% Add +0.1% 14,271 $1.9M
Financial Advocates Investment Management 0.15% Reduce -42.2% 14,207 $1.9M
Pacific Sun Financial Corp 0.99% Reduce -1.6% 14,201 $1.9M
Sara-Bay Financial 0.68% Add +32.5% 14,184 $1.9M
Regal Investment Advisors LLC 0.14% Reduce -7.2% 14,134 $1.9M
Formidable Asset Management, LLC 0.31% No change 14,377 $1.9M
Creekside Partners 0.88% Add +3.2% 13,885 $1.9M
Circle Wealth Management, LLC 0.04% Reduce -11.6% 13,859 $1.8M
Eldridge Investment Advisors, Inc. 0.39% Add +60.0% 13,843 $1.8M
Rothschild Investment LLC 0.12% Reduce -8.7% 13,827 $1.8M
Glassman Wealth Services 0.28% No change 13,769 $1.8M
Capital Advisors Inc. 0.03% Reduce -4.3% 13,743 $1.8M
Dakota Wealth Management 0.04% Add +0.0% 13,653 $1.8M
Compass Financial Services Inc 0.88% Add +10.6% 13,600 $1.8M
Wealth Management Nebraska 0.24% New 13,613 $1.8M
KCM Investment Advisors LLC 0.06% Reduce -0.8% 13,446 $1.8M
Charter Oak Capital Management, LLC 0.15% Add +1.7% 13,445 $1.8M
Cardiff Park Advisors, LLC 0.15% Add +42.8% 13,399 $1.8M
Patten Group, Inc. 0.38% Add +1.7% 13,361 $1.8M
Strategic Wealth Partners, Ltd. 0.14% — 13,327 $1.8M
Financial Insights, Inc. 0.65% Reduce -1.1% 13,327 $1.8M
Bigelow Investment Advisors, LLC 0.78% Add +0.7% 13,321 $1.8M
Vise Technologies, Inc. 0.07% — 13,295 $1.8M
Fifth Third Bancorp 0.01% Reduce -0.1% 13,225 $1.8M
Red Tortoise LLC 0.86% Add +0.2% 13,176 $1.8M
Royal Fund Management, LLC 0.19% Add +1.8% 13,141 $1.8M
Founders Financial Securities LLC 0.13% Reduce -0.3% 13,121 $1.7M
Clarity Financial LLC 0.19% Add +7.3% 13,110 $1.7M
Alexander Labrunerie & Co., Inc. 0.72% Add +4.7% 13,074 $1.7M
ZWJ Investment Counsel Inc. 0.06% Reduce -6.0% 13,050 $1.7M
Quartz Partners, LLC 0.80% Add +2.5% 13,036 $1.7M
TFB Advisors LLC 0.45% Add +10.3% 13,025 $1.7M
Fulton Bank, N.A. 0.06% No change 13,015 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +274.1% 12,905 $1.7M
Westfuller Advisors, LLC 0.98% Add +2.2% 12,886 $1.7M
Integrated Investment Consultants, LLC 0.34% No change 12,882 $1.7M
Opinicus Capital, Inc. 1.30% Add +3.7% 12,880 $1.7M
Interactive Financial Advisors, Inc. 0.83% Add +0.7% 12,845 $1.7M
Financial Enhancement Group LLC 0.24% Add +38.4% 12,672 $1.7M
Legacies Wealth LLC 1.13% Reduce -20.0% 12,806 $1.7M
Mather Group, Llc. 0.02% Add +1.6% 12,794 $1.7M
Moseley Investment Management Inc. 0.59% Add +3.8% 12,784 $1.7M
N.E.W. Advisory Services LLC 0.16% Reduce -5.6% 12,713 $1.7M
FAS Wealth Partners, Inc. 0.13% Add +13.3% 12,706 $1.7M
Ibex Wealth Advisors 0.18% Reduce -13.5% 12,664 $1.7M
Ancora Advisors LLC 0.04% Reduce -0.1% 12,660 $1.7M
Seek First Inc. 1.36% Add +1.0% 12,629 $1.7M
Tme Financial, Inc. 1.36% Reduce -1.1% 12,608 $1.7M
Twin Focus Capital Partners, LLC 0.23% Add +383.0% 12,466 $1.7M
Red Door Wealth Management, LLC 0.20% Add +11.2% 12,321 $1.6M
Arete Wealth Advisors, LLC 0.12% Add +2.5% 12,313 $1.6M
360 Financial, Inc. 0.52% Reduce -4.0% 12,312 $1.6M
Gables Capital Management Inc. 0.77% No change 12,291 $1.6M
Verus Capital Partners, LLC 0.15% Reduce -3.2% 12,285 $1.6M
Tempus Wealth Planning, LLC 0.41% Reduce -4.7% 12,263 $1.6M
SRH Advisors, LLC 0.50% No change 12,254 $1.6M
W Advisors, LLC 0.94% Add +16.1% 12,231 $1.6M
Blue Chip Partners, LLC 0.13% Add +1.3% 12,182 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -39.4% 12,160 $1.6M
McClarren Financial Advisors, Inc. 1.05% Add +105.6% 12,152 $1.6M
Trinity Legacy Partners, LLC 0.39% Add +4.0% 12,029 $1.6M
Tyler-Stone Wealth Management 0.26% Add +0.5% 12,101 $1.6M
Burkett Financial Services, LLC 0.58% Add +0.3% 12,098 $1.6M
Pension & Wealth Management Advisors, Inc. 0.54% Add +118.0% 12,081 $1.6M
Great Valley Advisor Group, Inc. 0.04% Add +24.7% 12,077 $1.6M
QRG Capital Management, Inc. 0.01% Reduce -4.8% 12,007 $1.6M
Mraz, Amerine & Associates, Inc. 0.26% Reduce -5.8% 11,978 $1.6M
MCF Advisors LLC 0.11% Add +0.2% 11,919 $1.6M
Glass Jacobson Investment Advisors llc 0.61% Reduce -18.9% 11,912 $1.6M
Walkner Condon Financial Advisors LLC 0.29% Reduce -2.4% 11,890 $1.6M
Ballentine Partners, LLC 0.02% Reduce -0.2% 11,864 $1.6M
Auour Investments LLC 0.54% Add +1.0% 11,855 $1.6M
Trilogy Capital Inc. 0.08% Add +2.1% 11,849 $1.6M
Access Financial Services, Inc. 0.59% Reduce -1.2% 11,762 $1.6M
Northcape Wealth Management, LLC 0.48% Reduce -5.7% 11,680 $1.6M
Fca Corp. 0.46% Add +2.9% 11,645 $1.6M
Aspiriant, LLC 0.05% Reduce -2.5% 11,624 $1.5M
Vermillion Wealth Management, Inc. 0.74% Reduce -1.2% 11,607 $1.5M
Novem Group 0.20% Reduce -3.2% 11,576 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +67.6% 11,524 $1.5M
Wealthfront Advisers LLC 0.00% Add +9.9% 11,457 $1.5M
GWN Securities Inc. 0.28% Add +45.6% 11,320 $1.5M
Mosaic Family Wealth Partners, LLC 0.19% No change 11,374 $1.5M
Richardson Capital Management LLC 0.79% Add +0.1% 11,345 $1.5M
Capital Group Private Client Services, Inc. 0.01% Add +0.4% 11,254 $1.5M
National Bank of Canada 0.00% Reduce -2.0% 11,249 $1.5M
Fiducient Advisors LLC 0.18% Reduce -6.0% 11,038 $1.5M
NWF Advisory Services Inc. 0.17% Add +252.9% 10,939 $1.5M
Lazari Capital Management, Inc. 0.55% Add +6.4% 10,932 $1.5M
Portland Financial Advisors Inc 3.50% No change 10,920 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% — 10,911 $1.5M
Signaturefd, LLC 0.02% Add +0.0% 10,891 $1.5M
Balboa Wealth Partners 0.29% Add +131.3% 10,854 $1.4M
Spire Wealth Management 0.05% Reduce -22.3% 10,832 $1.4M
Freestone Capital Holdings, LLC 0.05% Reduce -0.2% 10,814 $1.4M
Cibc World Market Inc. 0.00% No change 10,807 $1.4M
Columbus Macro, LLC 0.18% No change 10,805 $1.4M
Fulcrum Capital LLC 0.30% No change 10,765 $1.4M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -64.5% 10,735 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +9.3% 10,670 $1.4M
Duncker Streett & Co. Inc. 0.26% Reduce -13.4% 10,666 $1.4M
Tower Research Capital LLC (TRC) 0.04% New 10,647 $1.4M
Ti-Trust, Inc. 0.95% Reduce -2.4% 10,603 $1.4M
Kathleen S. Wright Associates Inc. 0.55% Add +40.5% 10,581 $1.4M
KFA Private Wealth Group, LLC 0.44% Add +2.3% 10,576 $1.4M
Thomasville National Bank 0.10% Reduce -0.1% 10,508 $1.4M
Mascagni Wealth Management, Inc. 1.19% Reduce -1.4% 10,464 $1.4M
Anchor Investment Management, LLC 0.12% Add +0.5% 10,459 $1.4M
Compound Planning, Inc. 0.05% Add +4.2% 10,451 $1.4M
Pennsylvania Capital Management Inc. 0.45% No change 10,441 $1.4M
Birchcreek Wealth Management, LLC 0.79% Add +2.9% 10,421 $1.4M
Highland Financial Advisors, LLC 0.45% Reduce -23.4% 10,408 $1.4M
Cypress Point Wealth Management, LLC 0.34% No change 10,407 $1.4M
C M Bidwell & Associates Ltd. 0.72% Reduce -0.8% 10,386 $1.4M
Mark Sheptoff Financial Planning, LLC 0.74% No change 10,364 $1.4M
Black Diamond Financial, LLC 0.21% Add +163.7% 10,338 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -6.7% 10,325 $1.4M
UMB Bank, n.a. 0.02% No change 10,323 $1.4M
JT Stratford LLC 0.21% Add +0.4% 10,279 $1.4M
Holderness Investments Co. 0.29% Add +2.5% 10,273 $1.4M
Magnus Financial Group LLC 0.12% Add +0.5% 10,262 $1.4M
Centaurus Financial, Inc. 0.08% Add +4.2% 10,265 $1.4M
HBK Sorce Advisory LLC 0.04% Reduce -5.7% 10,219 $1.4M
LJI Wealth Management, LLC 0.24% Add +1.6% 10,199 $1.4M
Tyche Wealth Partners LLC 0.27% New 10,181 $1.4M
Stock Yards Bank & Trust Co. 0.05% Reduce -25.9% 10,161 $1.4M
Novare Capital Management LLC 0.11% Reduce -2.3% 10,103 $1.3M
Laffer Tengler Investments, Inc. 0.29% New 10,102 $1.3M
Claris Financial LLC 1.01% Add +0.2% 10,099 $1.3M
Collaborative Wealth Managment Inc. 0.59% Reduce -5.9% 10,066 $1.3M
Fairscale Capital, LLC 0.97% Reduce -1.1% 9,993 $1.3M
JB Capital LLC 0.06% Add +29.5% 9,985 $1.3M
Strategic Blueprint, LLC 0.07% Reduce -11.6% 9,937 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -27.4% 9,915 $1.3M
Wesbanco Bank Inc. 0.04% Add +205.0% 9,912 $1.3M
CRA Financial Services, LLC 0.20% Add +1.2% 9,887 $1.3M
Valley National Advisers Inc. 0.21% Add +3.6% 9,854 $1.3M
PUREfi Wealth, LLC 1.05% New 9,825 $1.3M
FFT Wealth Management LLC 0.26% No change 9,693 $1.3M
Covestor Ltd 0.77% Add +40.3% 9,768 $1.3M
Greenwich Wealth Management LLC 0.06% Add +8.1% 9,684 $1.3M
Lynx Investment Advisory 0.83% Add +35.5% 9,585 $1.3M
DF Dent & Co. Inc. 0.02% Add +20.7% 9,573 $1.3M
Alesco Advisors, LLC, An ESL Co 0.04% No change 9,560 $1.3M
Brandywine Oak Private Wealth LLC 0.12% Add +0.2% 9,542 $1.3M
HM Payson & Co. 0.02% Reduce -1.7% 9,464 $1.3M
Turning Point Benefit Group, Inc. 0.95% New 9,446 $1.3M
3Chopt Investment Partners, LLC 0.30% Reduce -3.8% 9,445 $1.3M
Finward Bancorp 0.98% Reduce -2.3% 9,353 $1.2M
Morton Capital Management LLC 0.22% Add +4.2% 9,351 $1.2M
Westbourne Investments, Inc. 0.66% Reduce -1.5% 9,333 $1.2M
Rossmore Private Capital 0.15% No change 9,317 $1.2M
GLOBALT Investments LLC / GA 0.05% Reduce -10.2% 9,296 $1.2M
Zuckerman Investment Group, LLC 0.12% Reduce -1.3% 9,288 $1.2M
Klingman & Associates, LLC 0.07% No change 9,272 $1.2M
Integral Investment Advisors, Inc. 0.35% Add +0.2% 9,265 $1.2M
Luminvest Wealth Management LLC 0.44% Add +1.4% 9,205 $1.2M
LVW Advisors, LLC 0.14% Reduce -24.5% 9,200 $1.2M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -0.1% 9,129 $1.2M
Strategic Advocates LLC 0.36% Add +15.3% 9,127 $1.2M
Retirement Planning Co of New England, Inc. 0.54% Add +2.0% 9,107 $1.2M
Kingswood Wealth Advisors, LLC 0.10% Reduce -1.9% 9,065 $1.2M
Mayport, LLC 0.29% Add +0.0% 8,998 $1.2M
Relyea Zuckerberg Hanson LLC 0.14% Add +0.3% 8,915 $1.2M
Allie Family Office LLC 0.59% Add +63.3% 8,875 $1.2M
CPA Asset Management Group, LLC 0.49% No change 8,798 $1.2M
Badgley Phelps Wealth Managers, LLC 0.03% No change 8,753 $1.2M
Archer Investment Corp 0.28% No change 8,741 $1.2M
NewEdge Wealth, LLC 0.02% Add +108.4% 8,645 $1.2M
Values Added Financial LLC 0.56% No change 8,693 $1.2M
Wimmer Associates 1, LLC 0.59% Reduce -3.1% 8,678 $1.2M
Miramar Capital, LLC 0.27% Add +7.5% 8,676 $1.2M
First American Trust, FSB 0.09% New 8,676 $1.2M
Key Financial Inc 0.23% No change 8,639 $1.2M
John W. Brooker & Co., CPAs 2.69% New 8,451 $1.1M
Harmony Asset Management LLC 0.43% Add +12.6% 8,520 $1.1M
Bogart Wealth, LLC 0.05% Reduce -8.4% 8,513 $1.1M
Wolverine Trading, LLC 0.03% Add +22.8% 8,559 $1.1M
Smith Salley Wealth Management 0.07% Reduce -1.1% 8,450 $1.1M
Bison Wealth, LLC 0.09% Add +19.3% 8,330 $1.1M
Coastwise Capital Group, LLC 0.89% Reduce -0.0% 8,422 $1.1M
Cambridge Financial Group, LLC 0.42% No change 8,363 $1.1M
Invst, LLC 0.14% Add +0.2% 8,344 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -3.0% 8,329 $1.1M
Prospect Financial Services LLC 0.69% Add +44.9% 8,318 $1.1M
Huntleigh Advisors, Inc. 0.21% Add +17.8% 8,286 $1.1M
Poehling Capital Management, INC. 0.26% No change 8,276 $1.1M
Concord Asset Management, LLC 0.17% Add +21.2% 8,273 $1.1M
Concord Wealth Partners 0.16% Add +51.1% 8,273 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +17.1% 8,183 $1.1M
Vision Capital Management, Inc. 0.14% No change 8,254 $1.1M
Fiduciary Alliance LLC 0.08% Add +32.3% 8,254 $1.1M
Brown Financial Advisory 0.61% Add +28.5% 8,250 $1.1M
Stonebridge Financial Group, LLC 0.11% Add +58.3% 8,203 $1.1M
Vantage Investment Partners, LLC 0.08% No change 8,132 $1.1M
Scott Capital Advisors, LLC 0.29% Reduce -2.1% 7,995 $1.1M
Thrive Wealth Management, LLC 0.17% Add +0.6% 8,002 $1.1M
GAMCO Investors 0.01% New 8,000 $1.1M
Curtis Advisory Group, LLC 0.27% Add +4.5% 7,975 $1.1M
Angeles Wealth Management, LLC 0.07% Add +39.3% 7,959 $1.1M
Winebrenner Capital Management LLC 0.85% Add +0.0% 7,943 $1.1M
MBA Advisors LLC 0.49% Add +1.4% 7,930 $1.1M
Gateway Wealth Partners, LLC 0.20% Reduce -7.9% 7,929 $1.1M
Beese Fulmer Investment Management, Inc. 0.08% New 7,914 $1.1M
Fort Sheridan Advisors LLC 0.15% Reduce -13.3% 7,902 $1.1M
Ameriflex Group, Inc. 0.55% Add +1099.4% 7,964 $1.1M
Plancorp, LLC 0.04% Add +0.1% 7,888 $1.1M
Patton Albertson Miller Group, LLC 0.14% Reduce -4.6% 7,845 $1.0M
Park National Corp. 0.03% Reduce -3.1% 7,827 $1.0M
Stonehearth Capital Management, LLC 0.43% New 7,827 $1.0M
Curi Capital, LLC 0.02% Add +70.2% 7,780 $1.0M
Next Capital Management LLC 0.38% No change 7,778 $1.0M
BlackRock, Inc. 0.00% Reduce -18.0% 7,769 $1.0M
Madison Wealth Partners, Inc 0.22% Reduce -1.7% 7,730 $1.0M
Glenview Trust Co 0.02% Add +14.9% 7,701 $1.0M
Axxcess Wealth Management, LLC 0.02% Add +13.9% 7,687 $1.0M
Willis Johnson & Associates, Inc. 0.07% Add +0.3% 7,671 $1.0M
Columbia River Financial Group, LLC 0.66% Add +1.7% 7,558 $1.0M
Cornerstone Wealth Group, LLC 0.08% Add +16.8% 7,620 $1.0M
Compass Financial Group, INC 0.17% Add +1.6% 7,565 $1.0M
LOM Asset Management Ltd 0.34% — 7,520 $1.0M
SVB Wealth LLC 0.05% New 7,493 $999K
Next Level Wealth Planning, LLC 0.64% Add +15.7% 7,490 $998K
Great Diamond Partners, LLC 0.21% New 7,472 $996K
Jackson Hole Capital Partners, LLC 0.18% No change 7,445 $992K
Redmont Wealth Advisors LLC 1.45% Add +113.0% 7,437 $991K
Gould Asset Management LLC 0.19% Reduce -4.7% 7,435 $991K
Liberty Capital Management, Inc. 0.20% No change 7,359 $981K
Aspen Grove Capital, LLC 0.17% No change 7,320 $976K
Southland Equity Partners LLC 0.21% Reduce -0.1% 7,317 $975K
Tobias Financial Advisors, Inc. 0.17% Reduce -0.1% 7,314 $975K
Bailard, Inc. 0.02% Reduce -37.4% 7,276 $970K
Smith, Moore & Co. 0.08% Reduce -22.4% 7,268 $969K
Fifth Third Wealth Advisors LLC 0.04% Reduce -8.5% 7,262 $968K
MOKAN Wealth Management Inc. 0.54% Add +4.4% 7,219 $962K
LongView Wealth Management 0.29% Add +10.7% 7,215 $962K
Beaumont Financial Advisors, LLC 0.07% Reduce -5.2% 7,213 $962K
River Street Advisors LLC 0.41% Reduce -9.6% 7,199 $960K
Gladstone Institutional Advisory LLC 0.04% Reduce -13.6% 7,176 $957K
NCM Capital Management, LLC 0.39% No change 7,156 $954K
Midland Wealth Advisors, LLC 0.05% Reduce -11.5% 7,153 $954K
Continuum Advisory, LLC 0.11% Add +0.1% 7,153 $954K
Mayflower Financial Advisors, LLC 0.13% Add +0.6% 7,125 $950K
Winthrop Advisory Group LLC 0.09% Add +0.1% 7,110 $948K
Courage Miller Partners, LLC 0.30% Add +0.4% 7,108 $948K
Condor Capital Management 0.08% No change 7,103 $947K
Greenhouse Wealth Management, LLC 0.61% Add +0.7% 7,085 $945K
Vista Investment Management 0.35% Add +4.0% 7,076 $943K
Uptown Financial Advisors LLC 0.87% No change 7,049 $940K
Ackerman Capital Advisors, LLC 0.22% No change 7,039 $938K
Paces Ferry Wealth Advisors, LLC 0.43% Add +0.4% 7,038 $938K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -2.9% 7,035 $938K
Wedbush Securities Inc. 0.03% Reduce -0.4% 7,003 $934K
ORBA Wealth Advisors, L.L.C. 0.85% Reduce -5.3% 7,000 $933K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -2.0% 6,871 $932K
Alamar Capital Management, LLC 0.50% Add +4.9% 6,960 $928K
Old Mission Investment Co LLC 0.25% Reduce -6.6% 6,915 $922K
Steigerwald, Gordon & Koch Inc. 0.10% Reduce -0.0% 6,913 $922K
Murphy, Middleton, Hinkle & Parker, Inc. 0.51% No change 7,065 $911K
Chatham Capital Group, Inc. 0.14% Add +7.2% 6,791 $905K
Apollon Financial, LLC 0.19% Add +0.1% 6,766 $902K
Rockbridge Investment Management, LCC 0.10% No change 6,708 $894K
Sovran Advisors, LLC 0.09% Add +7.2% 6,635 $894K
Westbourne Investment Advisors, Inc. 0.27% New 6,700 $893K
First National Bank Sioux Falls 0.33% Add +0.3% 6,691 $892K
Corus Family Wealth Advisors 0.62% No change 6,627 $883K
NorthRock Partners, LLC 0.02% Reduce -4.3% 6,599 $880K
Texas Capital Bank Wealth Management Services Inc 0.08% No change 6,593 $879K
Cahill Financial Advisors Inc. 0.11% Reduce -47.1% 6,581 $877K
Jefferies Financial Group Inc. 0.02% Add +67.8% 6,578 $877K
Richards, Merrill & Peterson, Inc. 0.42% Add +8.9% 6,552 $873K
Titleist Asset Management, LLC 0.09% Reduce -2.1% 6,506 $867K
Tompkins Financial Corp. 0.08% No change 6,505 $867K
Summit Trail Advisors, LLC 0.01% New 6,482 $864K
TruWealth Advisors, LLC 0.05% Reduce -3.9% 6,480 $864K
BankPlus Trust Department 0.25% No change 6,458 $861K
Constant Guidance Financial LLC 0.86% Add +107.4% 5,069 $860K
TFG Advisers LLC 0.29% Add +2.1% 6,440 $859K
Garde Capital, Inc. 0.05% Add +20.2% 6,377 $850K
Asset Dedication, LLC 0.06% Add +10.8% 6,373 $850K
FourThought Financial Partners, LLC 0.08% No change 6,335 $845K
Nilsine Partners, LLC 0.09% Reduce -10.2% 6,332 $844K
Insight Advisors, LLC/ PA 0.14% No change 6,329 $844K
Good Life Advisors, LLC 0.05% Reduce -16.2% 6,315 $842K
Marco Investment Management LLC 0.07% No change 6,300 $840K
Valley Forge Investment Consultants Inc. Adv 0.27% Add +2.2% 6,297 $840K
Fragasso Financial Advisors Inc 0.06% Add +11.1% 6,291 $839K
Avant Financial Advisors LLC 0.69% Add +0.6% 6,253 $834K
V2 Financial group LLC 0.50% Add +93.8% 6,200 $827K
Stratos Wealth Advisors, LLC 0.04% Add +3.7% 6,196 $826K
Pitcairn Co. 0.05% No change 6,173 $823K
Seamount Financial Group Inc. 0.42% Add +3.0% 6,120 $816K
FOCUS Wealth Advisors, LLC 0.42% Reduce -18.4% 6,107 $814K
First National Bank of Mount Dora, Trust Investment Services 0.18% No change 6,107 $814K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -14.3% 6,061 $808K
Register Financial Advisors LLC 0.35% Add +19.9% 6,055 $807K
Sightline Wealth Advisors, LLC 0.39% Add +45.5% 6,028 $804K
Sage Capital Advisors,llc 0.20% Reduce -6.5% 6,016 $802K
Moller Wealth Partners 0.18% Reduce -43.8% 6,013 $802K
Mogy Joel R Investment Counsel Inc. 0.05% No change 6,005 $801K
Etesian Wealth Advisors, Inc. 0.30% Add +5.4% 6,000 $800K
Saxon Interests, Inc. 0.37% No change 6,182 $797K
Verum Partners LLC 0.18% Add +0.4% 5,979 $797K
Argent Trust Co 0.03% No change 5,970 $796K
Christensen, King & Associates Investment Services, Inc. 0.36% Reduce -0.7% 5,969 $796K
Sterling Wealth Management, Inc. 0.27% — 5,967 $795K
Archford Capital Strategies, LLC 0.10% Reduce -15.3% 5,937 $791K
Purkiss Capital Advisors LLC 0.44% Add +31.7% 5,935 $791K
Welch Group, LLC 0.03% No change 5,928 $790K
Quest 10 Wealth Builders, Inc. 0.77% Add +9.4% 5,903 $787K
Wynn Capital, LLC 0.42% No change 5,892 $785K
Anson Capital, Inc. 0.63% Reduce -0.3% 5,885 $785K
First National Advisers, LLC 0.11% Add +33.8% 5,879 $784K
SigFig Wealth Management, LLC 0.03% Add +11.6% 5,891 $781K
HHM Wealth Advisors, LLC 0.09% Add +0.1% 5,848 $780K
Caldwell Trust Co 0.08% No change 5,829 $777K
Single Point Partners, LLC 0.17% Add +0.1% 5,790 $772K
Clark Capital Management Group, Inc. 0.01% New 5,762 $768K
Lee Danner & Bass Inc. 0.06% No change 5,758 $768K
Geneva Partners, LLC 0.30% Reduce -0.5% 5,732 $764K
Horizon Investment Services, LLC 0.33% Reduce -1.1% 5,671 $756K
Capital Advisors, Ltd. LLC 0.09% Add +0.8% 5,669 $756K
Garden State Investment Advisory Services LLC 0.20% Add +187.9% 5,663 $755K
Heritage Trust Co 0.09% No change 5,657 $754K
Gradient Capital Advisors, LLC 0.22% Reduce -3.8% 5,652 $753K
Bragg Financial Advisors, Inc 0.03% Add +112.2% 5,633 $751K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +0.3% 5,616 $749K
Resonant Capital Advisors, LLC 0.05% No change 5,600 $747K
Richwood Investment Advisors, LLC 0.61% No change 5,598 $746K
FWG Investments, LLC. 0.57% New 5,594 $746K
Bulwark Capital Corp 0.63% — 5,573 $743K
Mathes Company, Inc. 0.28% No change 5,566 $742K
Becker Capital Management Inc. 0.02% Add +33.4% 5,546 $739K
Faithward Advisors, LLC 0.11% Add +19.4% 5,527 $737K
Modern Wealth Management, LLC 0.02% Add +1.5% 5,485 $731K
American State Bank (Iowa) 0.40% No change 5,473 $730K
SouthState Bank Corp 0.03% Reduce -23.3% 5,457 $727K
Private Capital Management, LLC 0.07% Add +3.8% 5,441 $725K
Capital Planning Advisors, LLC 0.11% No change 5,437 $725K
Cahaba Wealth Management, Inc. 0.06% Add +0.7% 5,414 $722K
Taylor & Morgan Wealth Management, LLC 0.49% Add +0.6% 5,405 $721K
WNY Asset Management, LLC 0.08% Add +0.5% 5,376 $717K
LaFleur & Godfrey LLC 0.09% Add +0.1% 5,277 $703K
Financial Partners Group, LLC 0.25% New 5,270 $703K
Detalus Advisors, LLC 0.20% Reduce -0.8% 5,264 $702K
Summit Wealth Group, LLC 0.18% No change 5,261 $701K
Community Trust & Investment Co. 0.04% Reduce -8.9% 5,238 $698K
Copperwynd Financial, LLC 0.17% Reduce -3.4% 5,207 $694K
Elevate Wealth Advisory, Inc. 0.49% Add +0.8% 5,200 $693K
Visionary Wealth Advisors 0.04% Add +0.6% 5,186 $691K
Fingerlakes Wealth Management, Inc. 0.51% Add +0.1% 5,172 $689K
FLC Capital Advisors 0.14% No change 5,167 $689K
Edge Financial Advisors LLC 0.36% Add +0.7% 5,141 $685K
Integrity Alliance, Llc. 0.04% Reduce -59.9% 5,090 $679K
Sax Wealth Advisors, LLC 0.04% No change 5,083 $678K
Siligmueller & Norvid Wealth Advisors LLC 0.26% Reduce -74.3% 4,973 $667K
Invictus Private Wealth, LLC 0.05% Reduce -0.5% 5,000 $667K
Wetzel Investment Advisors, Inc. 0.31% Reduce -1.5% 4,989 $665K
Clear Creek Financial Management, LLC 0.06% Reduce -6.5% 4,980 $664K
RHS Financial, LLC 0.38% Add +63.2% 4,973 $663K
First Command Advisory Services, Inc. 0.01% Reduce -12.3% 4,965 $662K
Advance Capital Management, Inc. 0.03% Reduce -0.2% 4,955 $661K
Mayfair Advisory Group, LLC 0.31% Add +1.2% 4,871 $659K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 4,939 $658K
Van Hulzen Asset Management, LLC 0.06% Reduce -0.0% 4,938 $658K
Simplex Trading, LLC 0.02% Reduce -35.0% 4,927 $656K
Centurion Wealth Management LLC 0.19% Add +6.3% 4,914 $655K
MV Capital Management, Inc. 0.07% No change 4,912 $655K
Arbor Wealth Advisors LLC 0.53% No change 4,909 $654K
McAlister, Sweet & Associates, Inc. 0.58% Reduce -1.4% 4,900 $653K
Aaron Wealth Advisors LLC 0.07% Add +24.2% 4,888 $652K
Meridian Management Co. 0.18% No change 4,855 $651K
Pittenger & Anderson Inc. 0.02% Reduce -0.4% 4,864 $648K
Belpointe Asset Management LLC 0.03% Add +73.8% 4,839 $645K
San Luis Wealth Advisors LLC 0.14% Add +5.0% 4,836 $645K
LifeWealth Investments, LLC 0.23% Add +38.4% 4,836 $645K
Aldebaran Financial Inc. 0.71% Add +0.0% 4,830 $644K
CM Wealth Advisors LLC 0.19% No change 4,805 $641K
XY Planning Network, Inc. 0.22% Reduce -1.6% 4,803 $640K
Cedar Wealth Management, LLC 0.22% No change 4,798 $640K
Barry Investment Advisors, LLC 0.16% Add +0.0% 4,794 $639K
Facet Wealth, Inc. 0.01% Add +94.2% 4,744 $636K
Hirtle & Co., LLC 0.03% No change 4,763 $635K
Jacobi Capital Management LLC 0.04% Reduce -8.1% 4,762 $635K
Advisory Alpha, LLC 0.02% Add +40.3% 4,754 $634K
Alpine Bank Wealth Management 0.10% Add +15.6% 4,741 $632K
Boston Family Office LLC 0.04% No change 4,740 $632K
Hubbell Strickland Wealth Management, LLC 0.28% Add +0.3% 4,739 $632K
Great Lakes Retirement, Inc. 0.07% No change 4,730 $631K
Pine Valley Investments Ltd Liability Co 0.04% Add +36.8% 4,729 $630K
Quotient Wealth Partners, LLC 0.02% Add +16.1% 4,715 $629K
Capital Squared Financial LLC 0.73% — 4,702 $627K
Ipsen Advisor Group LLC 0.48% Reduce -1.6% 4,700 $627K
Destination Wealth Management 0.02% Reduce -6.4% 4,698 $626K
Bfsg, LLC 0.07% Reduce -1.6% 4,688 $625K
First Citizens Asset Management, Inc. 0.22% Add +3.2% 4,675 $623K
Fisher Asset Management 0.00% Add +106.5% 4,668 $622K
Keystone Wealth Services, LLC 0.15% Reduce -16.4% 4,661 $621K
SOL Capital Management CO 0.06% Reduce -5.1% 4,649 $620K
Kagan Cocozza Asset Management 0.47% Reduce -28.9% 4,611 $615K
SeaCrest Wealth Management, LLC 0.07% Reduce -2.3% 4,605 $614K
Ade, LLC 0.33% Reduce -1.1% 4,604 $614K
Meridian Financial Advisors, LLC 0.40% Add +6.6% 4,599 $613K
Moneco Advisors, LLC 0.06% Add +2.9% 4,598 $613K
5T Wealth, LLC 0.31% Add +173.5% 4,579 $610K
Sandbox Financial Partners, LLC 0.19% Reduce -2.0% 4,572 $609K
Summit X, LLC 0.11% Add +103.6% 4,556 $607K
Quadrant Capital Group LLC 0.02% No change 4,541 $605K
Brio Consultants, LLC 0.09% No change 4,535 $605K
Commonwealth Retirement Investments LLC 0.23% Add +13.4% 4,513 $602K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -10.3% 4,505 $601K
Libra Wealth LLC 0.20% No change 4,496 $599K
Tanglewood Legacy Advisors, LLC 0.25% Add +0.6% 4,488 $598K
Summit Wealth & Retirement Planning, Inc. 0.16% No change 4,486 $598K
First Heartland Consultants, Inc. 0.05% Add +13.8% 4,484 $598K
Optivise Advisory Services LLC 0.31% Add +12.1% 4,481 $597K
Covenant Asset Management, LLC 0.12% Reduce -3.5% 4,461 $595K
Altfest L J & Co. Inc. 0.07% Add +1.3% 4,444 $592K
CFS Investment Advisory Services, LLC 0.05% Add +0.2% 4,441 $592K
TrueWealth Advisors, LLC 0.17% Add +13.7% 4,412 $588K
Wealth Alliance, LLC 0.07% Add +3.3% 4,397 $586K
Frisch Financial Group, Inc. 0.14% Reduce -4.0% 4,387 $585K
Wealthstar Advisors, LLC 0.22% Add +0.6% 4,384 $584K
SWS Partners 0.16% Add +0.3% 4,378 $584K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -11.0% 4,354 $580K
Signal Advisors Wealth, LLC 0.05% Reduce -28.0% 4,349 $580K
Elios Financial Group Inc. 0.26% Add +8.2% 4,332 $577K
ICONIQ Capital, LLC 0.01% Reduce -2.2% 4,330 $577K
Better Money Decisions, LLC 0.35% Reduce -3.8% 4,329 $577K
KG Capital Management 0.17% Reduce -0.2% 4,312 $575K
Cutler Investment Counsel LLC 0.06% No change 4,310 $575K
American Financial Advisors, LLC 0.08% New 4,306 $574K
Fusion Capital, LLC 0.20% Add +1.6% 4,297 $573K
G2 Capital Management, LLC / Oh 0.16% Reduce -49.7% 4,283 $571K
Golden State Wealth Management, LLC 0.07% Add +3.4% 4,271 $569K
Marshall Financial Group Inc. 0.17% Add +0.7% 4,269 $569K
ProVise Management Group, LLC 0.04% Add +0.1% 4,261 $568K
Private Client Services, LLC 0.22% Add +9.0% 4,244 $566K
Charis Legacy Partners, LLC 0.93% Reduce -17.2% 4,237 $565K
Strategies Wealth Advisors, LLC 0.06% Add +0.5% 4,202 $560K
Hengehold Capital Management LLC 0.05% Add +0.0% 4,181 $557K
Obsidian Personal Planning Solutions LLC 0.23% No change 4,179 $557K
PDS Planning, Inc 0.04% Reduce -13.8% 4,161 $555K
Whalerock Point Partners, LLC 0.12% No change 4,158 $554K
MWA Asset Management 0.34% Add +17.9% 4,155 $554K
New Republic Capital, LLC 0.20% No change 4,148 $553K
Brown, Lisle/Cummings, Inc. 0.15% No change 4,110 $548K
TD Asset Management Inc 0.00% No change 4,100 $547K
Paladin Advisory Group, LLC 0.41% Reduce -3.7% 4,073 $543K
UNIVEST FINANCIAL Corp 0.03% Add +0.3% 4,065 $542K
Colonial Trust Co / SC 0.08% Add +0.3% 4,055 $541K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +0.6% 4,053 $540K
Cornerstone Financial Group, LLC 0.46% Add +0.6% 4,048 $540K
Florida Financial Advisors, LLC 0.13% Reduce -30.5% 4,044 $539K
Tower View Wealth Management LLC 0.28% Reduce -2.4% 4,043 $539K
Carnegie Lake Advisors LLC 0.21% Reduce -2.2% 4,038 $538K
Moran Wealth Management, LLC 0.02% Add +131.2% 4,032 $538K
Next Level Private LLC 0.17% Add +6.6% 4,027 $537K
Northeast Investment Management 0.02% No change 4,004 $534K
Summa Corp. 0.28% Reduce -14.9% 4,000 $533K
Essential Partners LLC 0.21% — 3,966 $529K
Fortitude Advisory Group L.L.C. 0.30% Add +1.6% 3,946 $526K
Bay Rivers Group 0.24% Reduce -6.6% 3,943 $526K
Triumph Capital Management 0.16% Add +7.2% 3,938 $525K
S.A. Mason LLC 0.25% Reduce -1.9% 3,938 $525K
Aspen Wealth Management LLC 0.13% Add +0.2% 3,937 $525K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.8% 3,919 $522K
Quadrant Private Wealth Management, LLC 0.11% Add +1.6% 3,908 $521K
Wealth Effects LLC 0.19% Reduce -11.6% 3,863 $515K
Keystone Global Partners, LLC 0.28% Add +0.3% 3,848 $513K
Scott & Selber, Inc. 0.14% Reduce -2.2% 3,834 $511K
Empower Advisory Group, LLC 0.00% Reduce -14.6% 3,833 $511K
Mitchell Sinkler & Starr 0.24% Reduce -35.0% 3,810 $508K
Vantage Financial Partners, LLC 0.12% Reduce -49.9% 3,809 $508K
Dentgroup LLC 0.35% No change 3,803 $507K
Logan Capital Management Inc. 0.02% Reduce -76.1% 3,800 $507K
Teamwork Financial Advisors, LLC 0.06% Add +15.7% 3,799 $506K
Obsidian Cio, LLC 0.07% Reduce -0.2% 3,792 $506K
Team Financial Group, LLC 0.25% Add +19.5% 3,789 $505K
LCNB Corp. 0.18% Reduce -1.1% 3,770 $503K
American Institute for Advanced Investment Management, LLP 0.36% No change 3,765 $502K
Integris Wealth Management, LLC 0.13% No change 3,763 $502K
Fort Washington Investment Advisors Inc. 0.00% Reduce -7.2% 3,750 $500K
Brookwood Investment Group LLC 0.08% Add +2.7% 3,745 $499K
GenTrust, LLC 0.02% No change 3,716 $495K
Aft, Forsyth & Company, Inc. 0.25% Reduce -3.0% 3,713 $495K
Reliant Investment Partners, LLC 0.43% Add +0.1% 3,713 $495K
FSM Wealth Advisors, LLC 0.08% New 3,673 $495K
Fifth Third Securities, Inc. 0.04% Reduce -27.7% 3,712 $495K
Elgethun Capital Management 0.10% No change 3,700 $493K
Old Second National Bank of Aurora 0.11% Reduce -6.0% 3,688 $492K
Hurlow Wealth Management Group, Inc. 0.14% No change 3,677 $490K
Madrona Financial Services, LLC 0.12% Add +5.5% 3,665 $489K
Qube Research & Technologies Ltd 0.00% Reduce -0.9% 3,661 $488K
Provenance Wealth Advisors, LLC 0.07% No change 3,653 $487K
GM Advisory Group, LLC 0.02% Add +0.1% 3,652 $487K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +69.0% 3,646 $486K
Ledyard National Bank 0.05% Reduce -1.8% 3,643 $486K
Nicolet Advisory Services, LLC 0.04% Reduce -26.6% 3,643 $484K
Sonora Investment Management Group, LLC 0.04% Add +22.6% 3,628 $484K
McAdam, LLC 0.03% Reduce -7.7% 3,621 $483K
MassMutual Private Wealth & Trust, FSB 0.01% Add +12.2% 3,615 $482K
Heritage Wealth Advisors 0.02% Reduce -2.0% 3,612 $482K
Syntegra Private Wealth Group, LLC 0.05% No change 3,600 $480K
Waterfront Wealth Inc. 0.11% No change 3,593 $479K
Blue Fin Capital, Inc. 0.08% No change 3,593 $479K
Plante Moran Financial Advisors, LLC 0.03% Add +11.1% 3,582 $478K
Security National Bank 0.08% No change 3,571 $476K
Cassaday & Co Wealth Management LLC 0.01% Reduce -8.6% 3,568 $476K
Nicholas Hoffman & Company, LLC. 0.01% Add +2.9% 3,561 $475K
Hilltop Holdings Inc. 0.03% Add +11.9% 3,558 $474K
Curbstone Financial Management Corp 0.10% Reduce -5.3% 3,550 $473K
Heritage Family Offices, LLP 0.24% No change 3,708 $473K
Waypoint Wealth Partners Inc. 0.11% No change 3,547 $473K
Manuka Financial, LLC 0.26% Add +0.3% 3,525 $470K
Russell Investments Group, Ltd. 0.00% Add +245.7% 3,519 $469K
Willner & Heller, LLC 0.39% Reduce -4.3% 3,514 $468K
Sage Financial Group Inc. 0.03% Add +0.6% 3,508 $468K
Friday Financial 0.24% New 3,499 $466K
Stablepoint Partners, LLC 0.08% Reduce -5.9% 3,498 $466K
Norden Group LLC 0.05% Reduce -11.8% 3,496 $466K
Sound Income Strategies, LLC 0.03% Add +13.0% 3,485 $465K
FSB Premier Wealth Management, Inc. 0.17% Add +8.1% 3,485 $465K
Simmons Bank 0.03% Add +15.8% 3,475 $463K
Emergent Wealth Advisors, LLC 0.29% Add +0.6% 3,465 $462K
Arkfeld Wealth Strategies, L.L.C. 0.18% Add +3.6% 3,426 $462K
Montag A & Associates Inc. 0.02% No change 3,455 $461K
Retirement Income Solutions, Inc. 0.08% No change 3,444 $459K
FWG Holdings, LLC 0.22% Add +6.5% 3,410 $458K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $458K
Smith Anglin Financial, LLC 0.04% Add +24.3% 3,426 $457K
Semus Wealth Partners LLC 0.30% Add +0.5% 3,421 $456K
Daiwa Securities Group Inc. 0.00% Add +4.4% 3,414 $455K
Allegheny Financial Group 0.10% Reduce -33.5% 3,411 $455K
Eagle Bay Advisors LLC 0.38% No change 3,407 $454K
KOM Wealth Management Group, LLC 0.36% Add +0.6% 3,404 $454K
Bokf, NA 0.01% Add +3.7% 3,404 $454K
Ames National Corp. 0.29% No change 3,400 $453K
BSW Wealth Partners 0.06% Reduce -2.9% 3,391 $452K
Canandaigua National Bank & Trust Co. 0.04% No change 3,383 $451K
Mustard Seed Financial, LLC 0.32% Add +0.1% 3,382 $451K
AlphaCore Capital LLC 0.02% Add +186.2% 3,377 $450K
Passive Capital Management, LLC. 0.14% No change 3,326 $448K
River Wealth Advisors LLC 0.06% Reduce -2.9% 3,357 $448K
Weitzel Financial Services, Inc. 0.19% Reduce -0.8% 3,309 $447K
SOA Wealth Advisors, LLC. 0.08% Reduce -19.9% 3,334 $444K
Peddock Capital Advisors, LLC 0.10% Reduce -10.8% 3,316 $442K
Kestra Investment Management, LLC 0.01% Add +101.4% 3,311 $441K
Astoria Portfolio Advisors LLC. 0.12% Add +0.3% 3,238 $441K
Van Den Berg Management I, Inc. 0.13% Reduce -2.0% 3,302 $440K
PBMares Wealth Management LLC 0.08% Add +0.1% 3,301 $440K
Steph & Co. 0.14% Reduce -17.3% 3,300 $440K
Maltin Wealth Management, Inc. 0.20% Add +0.5% 3,297 $440K
Castle Wealth Management LLC 0.16% Reduce -5.0% 3,282 $437K
Prosperity Consulting Group, LLC 0.03% No change 3,277 $437K
Wescott Financial Advisory Group, LLC 0.04% Add +0.1% 3,276 $437K
MBE Wealth Management, LLC 0.19% Reduce -11.9% 3,263 $435K
BG Investment Services, LLC 0.54% New 3,186 $435K
Mitchell & Pahl Private Wealth, LLC 0.19% No change 3,256 $434K
Shulman DeMeo Asset Management LLC 0.11% Reduce -0.1% 3,242 $432K
Vannoy Advisory Group, Inc. 0.30% No change 3,219 $429K
Syverson Strege & Co 0.10% Reduce -17.2% 3,219 $429K
Cascade Investment Advisors, Inc. 0.28% No change 3,215 $429K
Alpine Woods Capital Investors, LLC 0.10% No change 3,200 $427K
Greenleaf Trust 0.00% No change 3,200 $427K
Legacy Edge Advisors, LLC 0.06% Reduce -0.9% 3,200 $427K
First Foundation Advisors 0.02% No change 3,193 $426K
United Community Bank 0.14% Add +2.8% 3,171 $423K
LexAurum Advisors, LLC 0.07% Reduce -0.2% 3,170 $423K
GHP Investment Advisors, Inc. 0.02% Add +33.8% 3,166 $422K
Main Management LLC 0.03% Reduce -4.1% 3,166 $422K
Trellis Wealth Advisors LLC 0.18% Add +0.7% 3,159 $421K
Ehrlich Financial Group 0.27% Add +1.6% 3,150 $420K
West Branch Capital LLC 0.12% Reduce -39.5% 3,147 $420K
Comprehensive Financial Planning, Inc. 0.33% Add +0.7% 3,123 $416K
Safe Harbor Fiduciary, LLC 0.39% Reduce -23.3% 3,113 $415K
Premier Path Wealth Partners, LLC 0.06% Reduce -4.6% 3,108 $414K
Dahring | Cusmano LLC 0.32% Reduce -4.2% 3,108 $414K
Journey Advisory Group, LLC 0.03% No change 3,103 $414K
Mosaic Financial Group, LLC 0.32% No change 3,097 $413K
CWA Asset Management Group, LLC 0.02% Reduce -52.4% 3,081 $411K
Cascade Wealth Advisors, Inc 0.23% Add +39.9% 3,029 $410K
Barrett & Company, Inc. 0.15% No change 3,075 $410K
My Legacy Advisors, LLC 0.15% Reduce -14.2% 3,019 $410K
Pennington Partners & Co., LLC 0.22% No change 3,073 $410K
TCI Wealth Advisors, Inc. 0.03% Reduce -6.1% 3,068 $409K
Keebeck Wealth Management 0.05% No change 3,065 $409K
BNP Paribas Financial Markets 0.00% Reduce -67.3% 3,039 $405K
Novak & Powell Financial Services, Inc. 0.28% Reduce -3.4% 3,036 $405K
Legacy Private Trust Co. 0.03% Reduce -8.6% 3,016 $402K
Aua Capital Management, LLC 0.24% Add +0.0% 3,015 $402K
Balanced Wealth Group LLC 0.17% Add +0.1% 2,995 $402K
Stevens Capital Partners 0.14% New 2,986 $402K
Gallagher Fiduciary Advisors, LLC 0.02% Add +12273.0% 7,981,687 $401K
Tudor Financial Inc. 0.23% No change 3,001 $400K
Trust Co. of Toledo NA 0.04% New 3,000 $400K
Disciplined Investments, LLC 0.17% Add +0.1% 3,000 $400K
Stephens Consulting, LLC 0.10% Reduce -1.4% 3,000 $400K
Unconventional Investor, LLC 0.22% New 2,989 $398K
Laraway Financial Advisors Inc 0.30% Add +2.2% 2,986 $398K
Financial Network Wealth Advisors LLC 0.48% Reduce -0.2% 2,968 $396K
Ingalls & Snyder LLC 0.01% No change 2,960 $395K
Squarepoint Ops LLC 0.00% New 2,954 $394K
Raffa Wealth Management, LLC 0.08% Add +0.1% 2,945 $393K
Slagle Financial, LLC 0.16% Add +4.4% 2,935 $391K
Resurgent Financial Advisors LLC 0.22% No change 2,932 $391K
Park Edge Advisors, LLC 0.10% No change 2,925 $390K
Dravo Bay LLC 0.19% Add +0.7% 2,918 $389K
Roberts Glore & Co. Inc. 0.11% No change 2,918 $389K
Blue Trust, Inc. 0.00% Add +20.2% 2,918 $389K
Twelve Points Wealth Management LLC 0.10% Add +8.9% 2,908 $388K
Saxony Capital Management, LLC 0.30% No change 2,904 $387K
New England Professional Planning Group Inc. 0.18% No change 2,903 $387K
L. Roy Papp & Associates, LLP 0.05% Reduce -9.4% 2,891 $385K
Wealth Preservation Advisors, LLC 0.24% Reduce -0.5% 2,888 $385K
Cyndeo Wealth Partners, LLC 0.02% Add +0.1% 2,878 $384K
L.K. Benson & Company, P.C. 0.23% Add +4.3% 2,870 $383K
Trek Financial, LLC 0.03% Add +42.8% 2,855 $381K
Milestone Asset Management Group, LLC 0.28% Add +1.5% 2,851 $380K
BCS Wealth Management 0.08% Reduce -0.5% 2,854 $380K
Clarity Wealth Advisors, LLC 0.09% No change 2,848 $380K
Westmount Partners, LLC 0.10% Add +0.5% 2,831 $377K
Per Stirling Capital Management, LLC. 0.05% Add +0.7% 2,825 $377K
Breakwater Capital Group 0.06% Add +3.6% 2,822 $376K
Morris Financial Concepts, Inc. 0.15% No change 2,817 $376K
Oregon Pacific Wealth Management, LLC 0.35% Reduce -1.5% 2,802 $374K
Semitam Bonam LLC 0.35% — 2,797 $373K
Cannell & Spears LLC 0.01% Reduce -2.4% 2,784 $371K
Newport Capital Group, LLC 0.25% New 2,780 $371K
GPS Wealth Strategies Group, LLC 0.04% Add +15.4% 2,777 $370K
Sandy Cove Advisors, LLC 0.13% Add +0.0% 2,751 $367K
Kraft, Davis & Associates, LLC 0.10% Add +19.6% 2,680 $365K
CIBC Asset Management Inc 0.00% Add +8.7% 2,735 $365K
Pure Financial Advisors, LLC 0.01% Reduce -8.0% 2,731 $364K
Fortis Capital Advisors, LLC 0.06% Reduce -2.4% 2,716 $362K
Kanawha Capital Management LLC 0.03% No change 2,713 $362K
Forum Financial Management, LP 0.01% New 2,713 $362K
Brightwater Advisory LLC 0.26% Add +0.6% 2,706 $361K
AlphaStar Capital Management, LLC 0.03% New 2,705 $361K
Cheviot Value Management, LLC 0.04% Reduce -1.8% 2,662 $360K
Chemistry Wealth Management LLC 0.08% Reduce -6.9% 2,701 $360K
Johnson Bixby & Associates, LLC 0.05% Add +0.1% 2,687 $358K
Zacks Investment Management 0.00% Reduce -2.9% 2,682 $358K
Fortitude Family Office, LLC 0.12% Add +541.1% 2,680 $357K
Mystic Asset Management, Inc. 0.09% Add +8.8% 2,677 $357K
NTV Asset Management LLC 0.04% Add +9.2% 2,676 $357K
Global Trust Asset Management, LLC 0.19% Reduce -7.8% 2,672 $356K
Global Financial Private Client, LLC 0.13% No change 2,669 $356K
Channel Wealth LLC 0.10% Reduce -0.5% 2,658 $354K
Strategic Financial Concepts, LLC 0.05% Reduce -53.8% 2,656 $354K
HMV Wealth Advisors, LLC 0.23% No change 2,650 $353K
Texas Bank & Trust Co 0.14% No change 2,646 $353K
Rodgers & Associates, LTD 0.04% Add +47.3% 2,646 $353K
NBT Bank, N.A. 0.02% Reduce -0.9% 2,642 $352K
Mezzasalma Advisors, LLC 0.11% No change 2,639 $352K
Texas Yale Capital Corp. 0.01% Reduce -46.3% 2,638 $352K
Sage Capital Management, LLC 0.17% Add +0.7% 2,634 $351K
MilWealth Group LLC 0.09% No change 2,633 $351K
Heritage Wealth Management, Inc. 0.11% No change 2,619 $349K
Calamos Wealth Management LLC 0.01% New 2,612 $348K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +10.4% 2,601 $347K
First Wilshire Securities Management Inc. 0.09% No change 2,600 $347K
Peak Retirement Planning, Inc. 0.14% Add +53.6% 2,586 $345K
Capital Asset Advisory Services LLC 0.02% Add +0.0% 2,557 $344K
Exchange Bank 0.27% Reduce -1.2% 2,577 $344K
Smith Chas P & Associates Pa Cpas 0.02% Add +11.1% 2,558 $341K
MGB Wealth Management, LLC 0.11% Reduce -3.6% 2,562 $340K
Clearview Wealth Advisors LLC 0.24% Reduce -1.8% 2,550 $340K
Wealth Management Strategies, Inc. 0.18% Reduce -13.9% 2,543 $339K
Vista Capital Partners, Inc. 0.04% No change 2,540 $339K
Prairie Wealth Advisors, Inc. 0.14% No change 2,521 $336K
Canal Capital Management, LLC 0.05% New 2,515 $335K
Berkshire Asset Management LLC 0.02% No change 2,512 $335K
David Wealth Management LLC 0.25% Add +0.1% 2,511 $335K
FSA Investment Group, LLC 0.25% Add +0.7% 2,499 $333K
American Money Management, LLC 0.06% Add +39.7% 2,465 $329K
Paragon Private Wealth Management, LLC 0.13% No change 2,452 $327K
Index Fund Advisors, Inc. 0.02% Reduce -3.3% 2,440 $325K
Wealth Architects, LLC 0.03% Reduce -3.7% 2,436 $325K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -85.1% 2,435 $325K
Portside Wealth Group, LLC 0.05% Reduce -17.2% 2,432 $324K
Goelzer Investment Management, Inc. 0.02% No change 2,431 $324K
Hikari Power Ltd 0.03% No change 2,430 $324K
Olistico Wealth, LLC 0.18% Add +2315.0% 2,415 $322K
Eastern Bank 0.01% Add +14.0% 2,414 $322K
Principia Wealth Advisory, LLC 0.27% Add +18.2% 2,411 $321K
Hollencrest Capital Management 0.01% Add +0.1% 2,403 $320K
Payne Capital Management, LLC 0.12% No change 2,400 $320K
Cathy Pareto & Associates, Inc. 0.26% Add +46.8% 2,395 $319K
Institute for Wealth Management, LLC. 0.04% Reduce -34.5% 2,388 $318K
Aviance Capital Partners, LLC 0.04% No change 2,377 $317K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.0% 2,344 $316K
J. W. Coons Advisors, LLC 0.07% Add +3.5% 2,373 $316K
Firestone Capital Management 0.07% Add +0.5% 2,370 $316K
Apriem Advisors 0.03% Reduce -20.7% 2,366 $316K
Maxele Advisors, LLC 0.28% Reduce -3.9% 2,367 $316K
Creekmur Asset Management LLC 0.06% Add +236.8% 2,351 $313K
J2 Capital Management Inc 0.25% No change 2,348 $313K
Calton & Associates, Inc. 0.05% Add +17.7% 2,342 $312K
Patten & Patten Inc. 0.02% Add +0.1% 2,338 $312K
Appleton Partners Inc. 0.02% No change 2,330 $311K
Rezny Wealth Management, Inc. 0.08% New 2,330 $311K
Agate Pass Investment Management, LLC 0.13% Reduce -17.3% 2,328 $310K
Phillips Wealth Planners LLC 0.28% Reduce -2.3% 2,302 $310K
Realta Investment Advisors 0.12% Reduce -3.6% 2,323 $310K
1776 Wealth LLC 0.13% No change 2,320 $309K
Client 1ST Advisory Group, LLC 0.11% Reduce -27.0% 2,312 $308K
Wells Trecaso Financial Group, LLC 0.10% Add +10.8% 2,311 $308K
Clark Asset Management, LLC 0.04% Reduce -40.7% 2,310 $308K
Godsey & Gibb, Inc. 0.03% Reduce -12.7% 2,310 $308K
Charles Schwab Trust Co 0.02% Add +1.6% 2,291 $305K
Advus Financial Partners, LLC 0.08% Add +0.5% 2,290 $305K
Copia Wealth Management 0.26% Add +0.8% 2,288 $305K
Optima Capital LLC 0.16% Reduce -3.1% 2,287 $305K
West Michigan Advisors, LLC 0.09% Reduce -0.6% 2,287 $305K
Strategic Financial Partners, Ltd. 0.14% No change 2,270 $303K
Davis R M Inc. 0.01% Add +2.7% 2,270 $303K
MMBG Investment Advisors Co. 0.03% No change 2,260 $301K
Brick & Kyle, Associates 0.13% New 2,191 $301K
Acas, LLC 0.20% No change 2,183 $300K
Chemung Canal Trust Co. 0.06% No change 2,244 $299K
Rothschild Wealth LLC 0.07% New 2,243 $299K
Fortis Group Advisors, LLC 0.05% Reduce -71.5% 2,240 $299K
Private Wealth Asset Management, LLC 0.04% No change 2,237 $298K
United Advisor Group, LLC 0.05% Reduce -9.4% 2,233 $298K
Princeton Global Asset Management LLC 0.05% Reduce -31.0% 2,225 $297K
Evercore Wealth Management, LLC 0.00% Reduce -44.2% 2,223 $296K
Redwood Investment Management, LLC 0.03% Reduce -0.1% 2,219 $296K
Market Street Wealth Management Advisors LLC 0.05% No change 2,203 $294K
Blue Sky Capital Consultants Group, Inc. 0.15% No change 2,200 $293K
Gray Private Wealth, LLC 0.16% No change 2,197 $293K
WESPAC Advisors, LLC 0.20% No change 2,197 $293K
HRC Wealth Management, LLC 0.16% Add +7.6% 2,197 $293K
Tennessee Valley Asset Management Partners 0.07% Reduce -29.3% 2,189 $292K
Keystone Financial Planning, Inc. 0.09% Reduce -68.9% 2,184 $291K
Holistic Financial Partners 0.13% New 2,183 $291K
Von Berge Wealth Management Group, LLC 0.16% Add +0.6% 2,141 $290K
Sage Mountain Advisors LLC 0.02% Reduce -2.4% 2,170 $289K
Armbruster Capital Management, Inc. 0.05% No change 2,165 $289K
Cardinal Point Capital Management ULC 0.02% Reduce -36.4% 2,163 $288K
Aurora Private Wealth, Inc. 0.21% Add +0.7% 2,164 $288K
USAdvisors Wealth Management, LLC 0.11% Reduce -2.6% 2,163 $288K
Journey Strategic Wealth LLC 0.01% New 2,152 $287K
SFG Wealth Management, LLC. 0.17% Reduce -3.9% 2,150 $287K
Latitude Advisors, LLC 0.14% No change 2,140 $285K
Genesis Private Wealth, LLC 0.13% New 2,137 $285K
Watts Gwilliam & Co., LLC 0.05% Reduce -9.0% 2,011 $285K
True North Advisors, LLC 0.05% Reduce -15.0% 2,129 $284K
Crewe Advisors LLC 0.04% Add +138.8% 2,128 $284K
Capital Advisory Group Advisory Services, LLC 0.10% Add +3.6% 2,127 $284K
Marshall & Sterling Wealth Advisors Inc. 0.19% Add +1.5% 2,125 $283K
WMG Financial Advisors, LLC 0.10% No change 2,119 $282K
Hudock, Inc. 0.05% Add +0.2% 2,116 $282K
Blodgett Wealth Advisors, LLC 0.22% No change 2,107 $281K
RIA Advisory Group LLC 0.08% Add +0.3% 2,097 $279K
Brooks, Moore & Associates, Inc. 0.15% Add +0.4% 2,081 $279K
Greenline Partners, LLC 0.04% Add +0.1% 2,092 $279K
Wisconsin Wealth Advisors, LLC 0.32% Add +32.0% 2,089 $278K
Stonegate Investment Group, LLC 0.01% No change 2,087 $278K
RMR Capital Management, LLC 0.20% Reduce -19.2% 2,082 $278K
Aspen Investment Management Inc 0.12% No change 2,075 $277K
Bluespring Wealth Management, LLC 0.03% Reduce -1.1% 2,061 $275K
Lake Street Private Wealth, LLC 0.04% Add +0.1% 2,059 $275K
Revisor Wealth Management LLC 0.10% No change 2,019 $274K
Security Financial Services, INC. 0.05% Add +1.0% 2,054 $274K
TFC Financial Management, Inc. 0.04% Add +18.3% 2,038 $272K
Leigh Baldwin & Co., LLC 0.18% No change 2,033 $271K
PFC Capital Group, Inc. 0.13% Reduce -0.6% 2,039 $271K
Cobler Capital Management, LLC 0.27% — 950 $271K
Leading Edge Financial Planning LLC 0.07% No change 2,015 $269K
MY Wealth Management Inc. 0.26% Reduce -26.8% 2,014 $268K
Bank Ozk 0.10% No change 2,010 $268K
Nicolet Bankshares Inc. 0.05% New 2,010 $268K
Birch Hill Investment Advisors LLC 0.01% No change 2,005 $267K
Prosperity Planning, Inc. 0.11% Reduce -0.4% 2,003 $267K
Catalyst Private Wealth, LLC 0.12% Add +3.7% 2,002 $267K
Dover Advisors, LLC 0.12% Reduce -13.0% 1,996 $266K
Grandfield & Dodd, LLC 0.02% New 1,994 $266K
Silver Oak Wealth Advisors Services, LLC 0.19% No change 1,991 $265K
Avalon Capital Management 0.07% Add +0.7% 1,989 $265K
Caitlin John, LLC 0.24% Add +5.7% 1,984 $264K
Weik Capital Management 0.10% No change 1,975 $263K
Atlas Capital Advisors Inc. 0.03% Reduce -14.2% 1,971 $263K
WealthPlan Investment Management, LLC 0.02% Add +0.4% 1,967 $262K
Elevated Capital Advisors, LLC 0.07% No change 2,033 $262K
Tripletail Wealth Management, LLC 0.37% — 1,930 $261K
Campbell Deegan Wealth Management, LLC 0.26% Add +0.6% 1,956 $261K
Financial Freedom, LLC 0.14% Add +0.6% 1,956 $261K
Retirement Planning Group, LLC / NY 0.23% Add +4.2% 1,949 $260K
Winch Advisory Services, LLC 0.06% Add +9.2% 1,947 $260K
Legacy Financial Group LLC 0.04% Reduce -3.3% 1,943 $259K
Flynn Zito Capital Management, LLC 0.11% New 1,943 $259K
Sentinel Pension Advisors, LLC 0.04% Add +0.1% 1,936 $258K
ARS Wealth Advisors Group, LLC 0.03% Add +0.1% 1,936 $258K
Beacon Capital Management, LLC 0.03% Reduce -14.8% 1,935 $258K
Dunhill Financial, LLC 0.07% Add +4.1% 1,928 $257K
Nemes Rush Group LLC 0.03% Add +1.1% 1,924 $257K
Accredited Investors Inc. 0.02% No change 1,917 $256K
Cooper Financial Group 0.03% Add +10.7% 1,917 $255K
ZynergyRetirementPlanningLLC 0.17% No change 1,916 $255K
Sterling Wealth Advisors Inc 0.18% No change 1,892 $255K
Soltis Investment Advisors LLC 0.02% Add +15.9% 1,914 $255K
Hopwood Financial Services, Inc. 0.20% No change 1,914 $255K
WestHill Financial Advisors, Inc. 0.05% No change 1,914 $255K
Requisite Capital Management, LLC 0.06% Reduce -21.5% 1,913 $255K
Gibraltar Capital Management, Inc. 0.05% Add +0.1% 1,911 $255K
Smith & Howard Wealth Management, LLC 0.06% No change 1,908 $254K
Vertex Planning Partners, LLC 0.05% No change 1,907 $254K
Cura Wealth Advisors, LLC 0.12% No change 1,900 $253K
Dearborn Partners LLC 0.01% No change 1,900 $253K
Ferguson Shapiro LLC 0.09% No change 1,897 $253K
Tucker Asset Management LLC 0.08% No change 1,888 $252K
Northwest Financial Advisors 0.35% Reduce -4.5% 1,886 $251K
Perkins Coie Trust Co 0.04% Reduce -0.5% 1,880 $251K
Mindset Wealth Management, LLC 0.08% No change 1,873 $250K
McDonough Capital Management, Inc 0.14% No change 1,869 $249K
PTM Wealth Management, LLC 0.16% New 1,834 $249K
Clifford Swan Investment Counsel LLC 0.01% New 1,867 $249K
REDW Wealth LLC 0.10% No change 1,866 $249K
LGT Financial Advisors LLC 0.63% Add +1.4% 1,860 $248K
GDS Wealth Management 0.02% Reduce -7.2% 1,853 $247K
Cape Investment Advisory, Inc. 0.09% No change 1,851 $247K
Clearwater Capital Advisors, LLC 0.02% Reduce -3.3% 1,851 $247K
FSA Advisors, Inc. 0.20% Reduce -2.2% 1,841 $245K
Farmers & Merchants Investments Inc. 0.01% No change 1,840 $245K
Home Federal Bank of Tennessee 0.07% No change 1,838 $245K
Second Line Capital, LLC 0.06% Add +1.0% 1,834 $244K
Triad Wealth Partners, LLC 0.05% New 1,831 $244K
Park Square Financial Group, LLC 0.18% Add +10.5% 1,829 $244K
Innovative Wealth Building LLC 0.20% Reduce -29.8% 1,829 $244K
Element Wealth, LLC 0.11% Add +6.9% 1,824 $243K
Evolution Advisers, Inc. 0.12% No change 1,829 $243K
Financial Futures Ltd Liability Co. 0.13% No change 1,822 $243K
Planning Center, Inc. 0.03% Reduce -3.5% 1,820 $243K
MRA Advisory Group 0.11% No change 1,804 $240K
Salem Investment Counselors Inc. 0.01% Reduce -3.5% 1,798 $240K
Founders Capital Management 0.14% Add +0.3% 1,788 $238K
Matrix Private Capital Group LLC 0.14% No change 1,783 $238K
Koss-Olinger Consulting, LLC 0.02% Reduce -0.1% 1,771 $236K
Indiana Trust & Investment Management Co 0.08% No change 1,769 $236K
Meriwether Wealth & Planning, LLC 0.15% No change 1,766 $235K
Red Crane Wealth Management, LLC 0.21% Add +0.7% 1,765 $235K
Philadelphia Trust Co. 0.02% No change 1,765 $235K
KFG Wealth Management, LLC 0.04% New 1,760 $235K
Midwest Financial Group LLC 0.12% Add +2.7% 1,760 $235K
High Falls Advisors, Inc 0.05% New 1,760 $235K
Highland Capital Management, LLC 0.01% No change 1,757 $234K
Bellevue Asset Management, LLC 0.11% Add +0.2% 1,756 $234K
Opal Wealth Advisors, LLC 0.06% Add +0.9% 1,755 $234K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,750 $233K
Monument Group Wealth Advisors, LLC 0.15% Reduce -18.1% 1,750 $233K
Heritage Financial Services, LLC 0.02% Add +10.6% 1,749 $233K
Acropolis Investment Management, LLC 0.01% No change 1,736 $231K
Fluent Financial, LLC 0.10% No change 1,733 $231K
Swmg, LLC 0.08% No change 1,697 $231K
Princeton Capital Management LLC 0.07% No change 1,730 $231K
Mullaney, Keating & Wright, Inc. 0.15% No change 1,729 $231K
PKS Advisory Services, LLC 0.06% Reduce -87.7% 1,728 $230K
Unified Investment Management 0.25% No change 1,716 $229K
Plan Group Financial, LLC 0.08% Reduce -0.2% 1,716 $229K
RiverFront Investment Group, LLC 0.00% No change 1,700 $227K
Intrua Financial, LLC 0.03% Reduce -7.3% 1,699 $226K
Planning Directions Inc. 0.13% Reduce -90.2% 1,692 $226K
Nadler Financial Group, Inc. 0.02% Reduce -41.9% 1,691 $225K
Ameliora Wealth Management Ltd. 0.08% Reduce -45.9% 1,689 $225K
MA Private Wealth 0.04% No change 1,687 $225K
626 Financial, LLC 0.11% No change 1,686 $225K
Idaho Trust Co 0.08% Reduce -65.1% 1,672 $223K
GK Wealth Management LLC 0.22% Add +0.2% 1,672 $223K
Acorn Wealth Advisors, LLC 0.08% Reduce -3.4% 1,665 $222K
Van Cleef Asset Management,Inc 0.02% No change 1,663 $222K
ETF Store, Inc. 0.26% Reduce -9.5% 1,661 $221K
Sather Financial Group Inc 0.01% No change 1,659 $221K
Silver Oak Securities, Incorporated 0.02% Reduce -18.1% 1,650 $220K
Strategic Advisors LLC 0.04% New 1,640 $219K
Everhart Financial Group, Inc. 0.03% Reduce -0.2% 1,638 $218K
Caldwell Sutter Capital, Inc. 0.10% Add +25.8% 1,635 $218K
Peachtree Investment Partners, LLC 0.08% Add +0.5% 1,635 $218K
Ofc Financial Planning, LLC 0.23% Reduce -2.0% 1,624 $216K
Lansing Street Advisors 0.06% Add +0.6% 1,612 $215K
BOS Asset Management, LLC 0.07% No change 1,608 $214K
KMG Fiduciary Partners, LLC 0.02% New 1,604 $214K
FLP Wealth Management, LLC 0.60% New 1,604 $214K
Fortem Financial Group, LLC 0.07% New 1,600 $213K
Presilium Private Wealth, LLC 0.04% No change 1,600 $213K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.5% 1,598 $213K
Atlatl Advisers LLC 0.10% No change 1,593 $212K
Coastal Bridge Advisors, LLC 0.02% New 1,592 $212K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -0.8% 1,584 $212K
MPWM Advisory Solutions, LLC 0.13% Reduce -14.1% 1,589 $212K
Tanager Wealth Management LLP 0.02% Reduce -0.3% 1,585 $211K
Cobblestone Capital Advisors LLC 0.01% New 1,583 $211K
Capital Square, LLC 0.11% Add +0.1% 1,560 $211K
Clarus Group, Inc. 0.08% No change 1,575 $210K
SPC Financial, Inc. 0.02% No change 1,570 $209K
Strait & Sound Wealth Management LLC 0.09% Reduce -27.9% 1,570 $209K
Sloy Dahl & Holst, LLC 0.03% Reduce -3.1% 1,565 $209K
Seelaus Asset Management LLC 0.19% Reduce -0.8% 1,564 $208K
Center for Financial Planning, Inc. 0.02% Reduce -12.1% 1,557 $208K
Northwest Quadrant Wealth Management, LLC 0.05% New 1,557 $208K
LFA - Lugano Financial Advisors SA 0.12% No change 1,555 $207K
Chapin Davis, Inc. 0.06% No change 1,555 $207K
Potentia Wealth 0.12% No change 1,554 $207K
BLB&B Advisors, LLC 0.01% Reduce -4.5% 1,543 $206K
Jeppson Wealth Management, LLC 0.07% New 1,538 $205K
Moors & Cabot, Inc. 0.01% Reduce -33.3% 1,538 $205K
Eagle Harbor Asset Management Inc. 0.20% New 1,537 $205K
Arlington Financial Advisors, LLC 0.03% New 1,530 $204K
Harvest Investment Services, LLC 0.05% New 1,530 $204K
Richardson Financial Services Inc. 0.14% New 1,527 $204K
American Investment Services, Inc. 0.05% New 1,508 $201K
Headland Capital, LLC 0.06% New 1,506 $201K
Foguth Wealth Management, LLC. 0.04% New 1,503 $200K
MBL Wealth, LLC 0.02% New 1,501 $200K
Hanson & Doremus Investment Management 0.03% No change 1,504 $200K
WPG Advisers, LLC 0.17% Reduce -16.3% 1,481 $197K
Topsail Wealth Management, LLC 0.04% No change 1,479 $197K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $197K
Alerus Financial NA 0.01% New 1,467 $196K
Frazier Financial Advisors, LLC 0.14% Add +0.6% 1,454 $194K
Avalon Trust Co 0.01% No change 1,447 $193K
Icon Wealth Advisors, LLC 0.01% Add +5.2% 1,441 $192K
North Capital, Inc. 0.17% Add +0.4% 1,436 $191K
Tacita Capital Inc 0.12% No change 1,390 $185K
Rialto Wealth Management, LLC 0.05% No change 1,389 $185K
ORG Partners LLC 0.04% Add +39.8% 1,369 $184K
Silicon Valley Capital Partners 0.02% Add +6.5% 1,376 $183K
Grove Bank & Trust 0.02% No change 1,364 $182K
City Holding Co. 0.02% No change 1,357 $181K
Newton One Investments LLC 0.05% Reduce -21.8% 1,288 $172K
Hara Capital LLC 0.11% Reduce -4.5% 1,276 $170K
Pinnacle Bancorp, Inc. 0.05% Reduce -7.8% 1,264 $169K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -1.5% 1,239 $165K
Twin Peaks Wealth Advisors, LLC 0.05% New 1,189 $162K
Future Financial Wealth Managment LLC 0.11% No change 1,200 $160K
Nordwand Advisors, LLC 0.03% New 1,200 $160K
Sachetta, LLC 0.06% Add +1.3% 1,144 $152K
Stone House Investment Management, LLC 0.03% Add +424.3% 1,080 $144K
Cooksen Wealth, LLC 0.12% Reduce -11.5% 1,074 $143K
MTM Investment Management, LLC 0.05% New 1,045 $139K
Strengthening Families & Communities, LLC 0.08% Add +1.1% 1,080 $139K
ESL Trust Services, LLC 0.03% No change 1,000 $133K
Rossby Financial, LCC 0.05% Add +4165.2% 981 $131K
Stelac Advisory Services LLC 0.05% No change 979 $131K
Tsfg, LLC 0.02% Add +0.1% 972 $130K
J.Safra Asset Management Corp 0.01% New 964 $129K
Beaird Harris Wealth Management, LLC 0.01% No change 956 $127K
Kimelman & Baird, LLC 0.01% No change 939 $125K
Cornerstone Planning Group LLC 0.03% Reduce -20.0% 922 $124K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.1% 917 $122K
Millstone Evans Group, LLC 0.08% No change 898 $120K
Robinswood Financial LLC 0.04% Reduce -2.5% 893 $119K
Rise Advisors, LLC 0.05% Add +0.6% 886 $118K
Kentucky Trust Co 0.07% No change 861 $115K
Harbor Asset Planning, Inc. 0.11% — 859 $114K
Tidemark, LLC 0.04% No change 831 $111K
Darwin Wealth Management, LLC 0.04% Reduce -29.1% 781 $104K
TCTC Holdings, LLC 0.00% No change 781 $104K
WFA of San Diego, LLC 0.08% — 775 $103K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 750 $100K
Transce3nd, LLC 0.04% Add +12.9% 710 $95K
Mid-American Wealth Advisory Group, Inc. 0.04% New 693 $92K
TruNorth Capital Management, LLC 0.02% No change 693 $92K
Ballast Advisors LLC 0.03% No change 677 $90K
Pacifica Partners Inc. 0.04% No change 677 $90K
Delta Asset Management LLC 0.01% No change 636 $85K
McIlrath & Eck, LLC 0.01% Reduce -23.4% 618 $82K
Atlantic Union Bankshares Corp 0.00% Reduce -75.7% 611 $81K
Marquette Asset Management, LLC 0.01% No change 600 $80K
Hurley Capital, LLC 0.06% Add +0.2% 597 $80K
NewSquare Capital LLC 0.01% Add +0.0% 566 $76K
Bay Harbor Wealth Management, LLC 0.02% No change 566 $75K
Rakuten Securities, Inc. 0.03% Reduce -89.8% 564 $75K
Allianz SE 0.00% No change 560 $75K
Missouri Trust & Investment Co 0.02% No change 556 $74K
Wood Tarver Financial Group, LLC 0.02% No change 558 $74K
Smallwood Wealth Investment Management, LLC 0.04% No change 550 $73K
New Millennium Group LLC 0.04% No change 543 $72K
Hilltop National Bank 0.02% — 542 $72K
Kennebec Savings Bank 0.07% No change 536 $71K
Bank of New Hampshire 0.02% Reduce -5.3% 532 $71K
Clarity Asset Management, Inc. 0.04% New 517 $69K
Accredited Wealth Management, LLC 0.06% Reduce -41.0% 516 $69K
WFA Asset Management Corp 0.04% Add +0.7% 577 $68K
Nova Wealth Management, Inc. 0.05% No change 510 $68K
CGC Financial Services, LLC 0.02% No change 509 $68K
Financial Connections Group, Inc. 0.03% No change 502 $66K
Keystone Financial Group, Inc. 0.04% Add +0.2% 476 $64K
Sunbelt Securities, Inc. 0.01% Reduce -14.2% 495 $63K
Evolution Wealth Management Inc. 0.08% — 471 $63K
GAMMA Investing LLC 0.00% No change 463 $62K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +3.7% 452 $60K
Washington Trust Advisors, Inc. 0.00% No change 447 $60K
CNB Bank 0.03% No change 445 $59K
American National Bank & Trust 0.01% No change 439 $59K
Exchange Traded Concepts, LLC 0.00% New 438 $58K
Hughes Financial Services, LLC 0.01% No change 432 $58K
Gen-Wealth Partners Inc 0.02% No change 432 $58K
Wolff Wiese Magana LLC 0.04% No change 431 $57K
Blume Capital Management, Inc. 0.01% Add +7.5% 430 $57K
Mb, Levis & Associates, LLC 0.03% No change 428 $57K
West Financial Advisors, LLC 0.01% No change 427 $57K
Ridgewood Investments LLC 0.02% No change 417 $56K
Blue Bell Private Wealth Management, LLC 0.01% Add +4.3% 415 $55K
St Germain D J Co. Inc. 0.00% Add +280.7% 415 $55K
Graney & King, LLC 0.04% Reduce -8.2% 414 $55K
Creative Capital Management Investments LLC 0.02% No change 413 $55K
Winthrop Capital Management, LLC 0.01% Reduce -3.3% 409 $55K
Brentview Investment Management LLC 0.03% No change 400 $53K
Tortoise Investment Management, LLC 0.01% No change 399 $53K
Pineridge Advisors LLC 0.02% Add +0.3% 393 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 390 $52K
IAG Wealth Partners, LLC 0.01% No change 385 $51K
Centricity Wealth Management, LLC 0.04% No change 380 $51K
Nalls Sherbakoff Group, LLC 0.04% No change 380 $51K
Barnes Dennig Private Wealth Management LLC 0.06% No change 364 $49K
Moser Wealth Advisors, LLC 0.02% No change 363 $48K
Highline Wealth Partners LLC 0.01% Add +0.8% 360 $48K
SJS Investment Consulting Inc. 0.01% Reduce -2.0% 351 $47K
Minot DeBlois Advisors LLC 0.04% Reduce -9.3% 350 $47K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 334 $45K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -69.3% 287 $38K
Ulland Investment Advisors, LLC 0.03% No change 275 $37K
Resources Management Corp. /CT/ 0.01% No change 276 $37K
GFG Capital, LLC 0.01% New 274 $36K
Nvwm, LLC 0.01% New 266 $35K
Strategic Investment Solutions, Inc. 0.01% Add +92.0% 263 $35K
Kiker Wealth Management, LLC 0.02% New 260 $35K
Brooklyn Investment Group 0.00% Add +709.7% 251 $33K
Front Row Advisors LLC 0.01% No change 250 $33K
Barclays PLC 0.00% No change 248 $33K
NFSG Corp 0.01% No change 237 $32K
American Capital Advisory, LLC 0.02% No change 234 $31K
Financial Management Professionals, Inc. 0.00% New 233 $31K
Bell Investment Advisors, Inc 0.01% No change 230 $31K
First United Bank & Trust 0.01% No change 230 $31K
Byrne Asset Management LLC 0.02% No change 227 $30K
Richard W. Paul & Associates, LLC 0.01% Reduce -14.8% 208 $28K
AllSquare Wealth Management LLC 0.01% No change 200 $27K
FSA Wealth Management LLC 0.01% No change 200 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% New 200 $27K
Atwood & Palmer Inc. 0.00% New 196 $26K
Aventus Investment Advisors, Inc. 0.02% — 195 $26K
MeadowBrook Investment Advisors LLC 0.02% No change 190 $25K
Coston, McIsaac & Partners 0.01% Add +0.5% 194 $25K
PrairieView Partners, LLC 0.00% Add +8.5% 191 $25K
Horrell Capital Management, Inc. 0.01% No change 185 $25K
Clearstead Trust, LLC 0.00% New 181 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 183 $24K
Chilton Capital Management LLC 0.00% No change 177 $24K
Ascentis Wealth Management, LLC 0.01% No change 170 $23K
Parkworth Wealth Management, Inc. 0.02% No change 167 $22K
Centennial Bank 0.01% No change 153 $20K
Running Point Capital Advisors, LLC 0.01% No change 150 $20K
Reyes Financial Architecture, Inc. 0.02% No change 147 $20K
1620 Investment Advisors, Inc. 0.01% No change 147 $20K
Christopher J. Hasenberg, Inc 0.01% No change 123 $16K
Truvestments Capital LLC 0.00% Add +0.8% 119 $16K
Sawyer & Company, Inc 0.01% New 100 $16K
Financial Gravity Companies, Inc. 0.00% — 117 $16K
Accent Capital Management, LLC 0.01% No change 114 $15K
Valley Wealth Managers, Inc. 0.00% Add +0.0% 111 $15K
Sittner & Nelson, LLC 0.01% No change 105 $14K
Strategic Wealth Investment Group, LLC 0.02% New 103 $14K
Total Investment Management Inc. 0.00% New 101 $13K
Pinney & Scofield, Inc. 0.01% No change 100 $13K
Fourth Dimension Wealth, LLC 0.01% No change 100 $13K
PayPay Securities Corp 0.64% Reduce -2.0% 98 $13K
Horizon Investments, LLC 0.00% No change 84 $11K
Navigoe, LLC 0.01% New 90 $11K
PFS Partners, LLC 0.01% Add +1.3% 78 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $9K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -64.7% 67 $9K
Signature Resources Capital Management, LLC 0.00% No change 60 $8K
LRI Investments, LLC 0.00% No change 50 $7K
Talon Private Wealth, LLC 0.00% New 46 $6K
Allianz Asset Management GmbH 0.00% Reduce -6.1% 46 $6K
Dakota Community Bank & Trust NA 0.02% New 40 $5K
Curio Wealth, LLC 0.00% Add +3900.0% 40 $5K
Clear Investment Research, LLC 0.01% No change 38 $5K
Proathlete Wealth Management LLC 0.00% Add +136.4% 26 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 26 $3K
Central Pacific Bank - Trust Division 0.00% No change 26 $3K
Roxbury Financial LLC 0.00% No change 22 $3K
Country Trust Bank 0.00% No change 17 $2K
Putney Financial Group LLC 0.00% No change 15 $2K
Abound Wealth Management 0.00% Reduce -57.7% 11 $1K
TD Private Client Wealth LLC 0.00% New 11 $1K
Morse Asset Management, Inc 0.00% No change 11 $1K
Northwest Capital Management Inc 0.00% Reduce -96.4% 10 $1K
Sterling Capital Management LLC 0.00% No change 8 $1K
Briaud Financial Planning Inc 0.00% No change 10 $1K
Kilter Group LLC 0.00% New 3 $367
Retirement Wealth Solutions LLC 0.00% No change 1 $198
Hartford Financial Management Inc. 0.00% No change 1 $134
Midwest Capital Advisors, LLC 0.00% Reduce -99.3% 1 $133

"% 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.