Vanguard High DVD Yield ETFVYMETF

13F holders, Q3 2025 (September 30)
1,841holders +35
102new positions
47sold out
5famous investors
$138.68avg. 13F price*

At the end of Q3 2025, 1,841 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 35 from Q2 2025. 102 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($1.7B), Morgan Stanley ($1.4B) and Raymond James Financial Inc. ($1.0B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions102$404.5M
Exits47$28.7M

All 13F filers, Q2 2025 → Q3 2025: 9,666,133 shares bought and 11,718,028 shares sold, net −2,051,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,841 holders

Bank of America Corp. 0.13% Reduce -1.4% 11,901,834 $1.7B
Morgan Stanley 0.09% Add +0.7% 10,041,685 $1.4B
Raymond James Financial Inc. 0.34% Reduce -0.6% 7,445,252 $1.0B
LPL Financial LLC 0.27% Add +5.0% 6,474,990 $912.6M
Wells Fargo & Company 0.15% Add +4.3% 5,301,756 $747.3M
JPMorgan Chase & Co. 0.05% Add +0.6% 5,272,690 $743.2M
Ameriprise Financial Inc. 0.13% Add +1.6% 4,019,262 $566.5M
Creative Planning 0.39% Reduce -0.8% 3,575,036 $503.9M
Envestnet Asset Management Inc. 0.14% Reduce -26.8% 3,423,121 $482.5M
UBS Group AG 0.08% Reduce -9.1% 2,911,283 $410.3M
Mercer Global Advisors Inc. 0.62% Add +6.3% 2,646,199 $373.0M
Manufacturers Life Insurance Company, The 0.31% Reduce -1.8% 2,634,422 $371.3M
Cetera Investment Advisers 0.41% Add +37.5% 2,488,088 $350.7M
Royal Bank of Canada 0.06% Add +3.4% 2,487,074 $350.6M
Commonwealth Equity Services, LLC 0.43% Reduce -3.8% 2,372,325 $334.4M
Jones Financial Companies LLLP 0.22% Add +9.3% 2,343,326 $329.9M
Vantagepoint Investment Advisers LLC 2.59% New 2,246,744 $316.7M
Goldman Sachs Group Inc. 0.04% Add +3.5% 2,019,867 $284.7M
Janney Montgomery Scott LLC 0.62% Add +0.8% 1,852,559 $261.1M
SCS Capital Management LLC 2.32% Reduce -1.3% 1,511,250 $213.0M
Rakuten Investment Management, Inc. 0.71% — 1,418,554 $199.3M
Pathstone Holdings, LLC 0.76% Reduce -0.6% 1,404,426 $198.0M
Stifel Financial Corp. 0.18% Reduce -2.0% 1,365,139 $192.4M
Osaic Holdings, Inc. 0.27% Add +24.4% 1,370,740 $192.0M
HighTower Advisors, LLC 0.22% Add +3.2% 1,356,738 $191.2M
Howard Capital Management, LLC 2.11% No change 1,132,957 $159.7M
Kestra Advisory Services, LLC 0.69% Add +1.1% 1,072,883 $151.2M
Cambridge Investment Research Advisors, Inc. 0.39% Add +6.1% 1,007,058 $141.9M
Joel Isaacson & Co., LLC 4.97% Add +0.9% 977,909 $137.8M
Truist Financial Corp. 0.18% Add +0.9% 938,746 $132.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -4.9% 899,898 $126.8M
Wharton Business Group, LLC 5.49% Reduce -0.2% 892,211 $125.8M
PNC Financial Services Group, Inc. 0.08% Add +3.9% 891,435 $125.6M
Florida Trust Wealth Management Co 3.25% Reduce -0.2% 808,684 $114.0M
Captrust Financial Advisors 0.23% Add +0.8% 798,012 $112.5M
D.A. Davidson & Co. 0.69% Add +9.7% 761,156 $107.3M
Allworth Financial LP 0.45% Add +2.1% 729,231 $102.8M
Auto-Owners Insurance Co 2.64% No change 724,200 $102.1M
Bell Bank 4.40% Add +1.3% 721,199 $101.7M
Martel Wealth Advisors LLC 17.49% Add +2.3% 708,503 $99.9M
One Day In July LLC 8.16% Add +1.7% 684,310 $96.5M
Corient Private Wealth LP 0.15% Add +223.7% 687,917 $95.6M
Stratos Wealth Partners, LTD. 1.08% Add +0.0% 646,597 $91.1M
Bank of Montreal 0.04% Add +0.0% 644,803 $90.9M
HCR Wealth Advisors 9.31% Add +1.9% 637,963 $89.9M
Equitable Holdings, Inc. 0.64% Add +5.2% 620,954 $87.5M
Baird Financial Group, Inc. 0.14% Add +2.0% 598,929 $84.4M
Wellington Management Group LLP 0.01% Add +493.0% 596,737 $84.1M
SBI Securities Co., Ltd. 2.13% Reduce -1.8% 589,598 $83.1M
MML Investors Services, LLC 0.22% Add +0.7% 580,196 $81.8M
Assetmark, Inc. 0.17% Add +0.3% 571,500 $80.6M
Cerity Partners LLC 0.13% Reduce -1.0% 560,018 $78.9M
Mariner, LLC 0.10% Add +3.2% 555,838 $78.3M
Mesirow Financial Investment Management, Inc. 1.38% Reduce -3.8% 548,452 $77.3M
Marino, Stram & Associates LLC 13.78% Add +0.9% 543,702 $76.6M
Pinnacle Associates Ltd. 1.01% Add +1.7% 537,726 $75.8M
Wellspring Financial Advisors, LLC 6.78% Add +4.3% 2,908,429 $73.8M
Wealth Enhancement Advisory Services, LLC 0.10% Add +0.1% 489,614 $69.1M
Steward Partners Investment Advisory, LLC 0.38% Add +0.4% 475,125 $67.0M
White Lighthouse Investment Management Inc. 9.95% Add +1.5% 462,928 $65.2M
Arlington Trust Co LLC 11.17% Add +0.6% 440,208 $62.0M
AQR Capital Management 0.04% Add +846.2% 401,576 $56.6M
Smithfield Trust Co 2.49% Reduce -1.9% 395,220 $55.7M
Inspirion Wealth Advisors, LLC 7.74% Reduce -5.6% 431,306 $55.3M
Private Advisor Group, LLC 0.27% Add +1.6% 383,952 $54.1M
Hancock Whitney Corp. 0.95% Reduce -3.7% 369,198 $52.0M
Operose Advisors LLC 12.32% Reduce -0.6% 350,785 $49.4M
Cornerstone Advisory, LLC 4.80% Add +2.8% 346,694 $48.9M
Waverly Advisors, LLC 0.49% Add +2.2% 346,584 $48.9M
Waldron Private Wealth LLC 1.97% Reduce -1.6% 344,948 $48.6M
Baltimore-Washington Financial Advisors, Inc. 2.00% Add +2.5% 330,252 $46.5M
NewEdge Advisors, LLC 0.21% Add +8.7% 327,516 $46.2M
MBM Wealth Consultants, LLC 11.46% Reduce -0.3% 327,366 $46.1M
Zhang Financial LLC 1.82% Add +7.3% 316,988 $44.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.9% 305,006 $43.0M
Round Rock Advisors LLC 6.77% Add +2.1% 303,037 $42.7M
Pinnacle Wealth Management Advisory Group, LLC 3.19% Add +1.6% 301,424 $42.5M
Moneta Group Investment Advisors LLC 0.34% Add +13.9% 301,139 $42.4M
M&T Bank Corp 0.14% Reduce -2.2% 298,678 $42.1M
Twele Capital Management, Inc. 7.71% Add +1.9% 296,573 $41.8M
Cornerstone Planning Group LLC 6.60% Add +57021.7% 526,662 $41.2M
Wealthspire Advisors, LLC 0.21% Add +3.1% 279,422 $39.4M
Apella Capital, LLC 0.87% Add +308.0% 280,579 $39.1M
Merit Financial Group, LLC 0.35% Add +4.5% 271,703 $38.3M
Sei Investments Co. 0.04% Add +5.7% 269,949 $38.0M
DAVENPORT & Co LLC 0.20% Add +5.3% 269,703 $38.0M
Heartwood Wealth Advisors LLC 3.48% Add +1.2% 264,618 $37.3M
Act Wealth Management, LLC 13.05% Add +4.5% 264,209 $37.2M
FMR LLC 0.00% Add +17.9% 264,117 $37.2M
Keybank National Association 0.13% Reduce -0.1% 253,310 $35.7M
New England Asset Management Inc. 4.80% Add +1.8% 250,940 $35.4M
Buska Wealth Management, LLC 10.57% Reduce -15.8% 249,951 $35.2M
Human Investing LLC 5.13% Reduce -1.8% 246,276 $34.7M
Crews Bank & Trust 4.95% Add +2.1% 239,996 $33.8M
Old National Bancorp 0.56% Reduce -3.0% 232,592 $32.8M
Sanctuary Advisors, LLC 0.19% Add +13.2% 230,415 $32.5M
Lido Advisors, LLC 0.13% Add +0.2% 229,990 $32.4M
Conservest Capital Advisors, Inc. 2.99% Add +0.4% 229,075 $32.3M
Beacon Pointe Advisors, LLC 0.27% Reduce -0.5% 227,071 $32.0M
Venture Visionary Partners LLC 1.06% Reduce -0.2% 218,372 $30.8M
Wolff Financial Management LLC 7.10% Add +2.9% 216,889 $30.6M
Berkeley Capital Partners, LLC 7.23% Reduce -0.8% 216,573 $30.5M
WASHINGTON TRUST Co 1.00% Add +2.5% 216,525 $30.5M
Focus Financial Network, Inc. 1.08% Add +1.9% 215,615 $30.4M
DeDora Capital, Inc. 7.30% Reduce -3.2% 214,561 $30.2M
United Services Automobile Association 2.10% Reduce -1.3% 212,854 $30.0M
Roble, Belko & Company, Inc 4.07% Add +7.4% 212,800 $30.0M
Dagco, Inc. 7.49% Add +2.6% 211,348 $29.8M
Integrated Wealth Concepts LLC 0.27% Add +12.4% 210,809 $29.7M
Forum Private Client Group LLC 10.58% Add +8.5% 210,648 $29.7M
GSG Advisors LLC 7.86% Reduce -0.5% 210,400 $29.7M
Bank of Hawaii 1.48% Reduce -7.4% 210,330 $29.6M
Opus Capital Group, LLC 3.33% Reduce -0.9% 210,142 $29.6M
Beacon Financial Group 2.91% Reduce -4.7% 209,630 $29.5M
Comerica Bank 0.11% Add +2.4% 207,957 $29.3M
Valmark Advisers, Inc. 0.38% Add +2.6% 205,606 $29.0M
Focused Wealth Management, Inc 3.13% Reduce -0.7% 205,323 $28.9M
NorthCoast Asset Management LLC 0.11% Add +6.2% 204,576 $28.8M
US Bancorp \de 0.03% Add +0.3% 203,239 $28.6M
AE Wealth Management LLC 0.18% Add +4.3% 202,690 $28.6M
Rebalance, LLC 1.72% Reduce -2.2% 202,250 $28.5M
Regions Financial Corp. 0.18% Reduce -2.0% 201,282 $28.4M
IFG Advisory, LLC 1.29% Add +2.3% 200,751 $28.3M
Southern Farm Bureau Life Insurance 3.33% No change 200,033 $28.2M
Mutual Advisors, LLC 0.61% Add +21.1% 197,711 $27.9M
FineMark National Bank & Trust 0.90% Reduce -7.9% 195,047 $27.5M
Pacific Capital Wealth Advisors, Inc. 4.71% Add +0.9% 192,945 $27.2M
Charter Capital Management, LLC\DE 14.67% Add +4.3% 192,860 $27.2M
Arkadios Wealth Advisors 0.66% Add +10.7% 191,566 $27.0M
Focus Partners Wealth 0.04% Reduce -9.5% 189,252 $26.7M
Money Concepts Capital Corp. 1.62% Add +2.7% 185,973 $26.2M
Graves Light Lenhart Wealth, Inc. 2.87% Add +0.1% 183,268 $25.8M
&partners 0.16% Add +4.5% 180,266 $25.7M
First Manhattan Co. Llc. 0.07% Add +0.1% 182,037 $25.7M
Oak Harvest Investment Services 2.96% Add +0.5% 180,165 $25.4M
Investment Advisory Group, LLC 6.87% Add +5.2% 179,289 $25.3M
Measured Wealth Private Client Group, LLC 6.78% Add +2.6% 178,370 $25.1M
Montis Financial, LLC 5.62% Add +3.3% 173,004 $24.4M
State Farm Mutual Automobile Insurance Co. 0.02% Add +603.1% 168,903 $23.8M
Avion Wealth 5.11% Reduce -1.7% 168,823 $23.8M
First Hawaiian Bank 3.04% Add +6.9% 168,058 $23.7M
Avior Wealth Management, LLC 0.76% Reduce -15.6% 167,803 $23.7M
Quaker Wealth Management, LLC 7.65% Reduce -0.3% 166,780 $23.5M
PFG Advisors 0.96% New 165,899 $23.4M
Essex Financial Services, Inc. 1.40% Add +2.2% 165,641 $23.3M
Concurrent Investment Advisors, LLC 0.40% Add +6.8% 165,625 $23.3M
IFP Advisors, Inc 0.61% Add +11.4% 165,384 $23.3M
Piedmont Capital Management, LLC 12.25% Reduce -2.5% 164,946 $23.2M
Northern Trust Corp. 0.00% Reduce -3.0% 162,018 $22.8M
LBMC Investment Advisors, LLC 1.44% Add +9.8% 160,759 $22.7M
Ariston Services Group 13.36% Add +5.6% 157,226 $22.2M
Annandale Capital, LLC 3.91% Add +1.2% 156,161 $22.0M
Commerce Bank 0.12% Add +0.6% 156,073 $22.0M
Westside Investment Management, Inc. 3.47% Reduce -1.4% 154,025 $21.7M
Blair William & Co. 0.06% Add +1.9% 153,612 $21.7M
Long Run Wealth Advisors, LLC 4.20% Add +3.3% 151,667 $21.4M
Wealth Dimensions Group, Ltd. 4.36% Add +2.6% 150,486 $21.2M
AdvisorNet Financial, Inc 1.18% Add +17.9% 147,566 $20.8M
First National Trust Co 0.71% Reduce -5.2% 146,343 $20.6M
Exencial Wealth Advisors, LLC 0.67% Reduce -1.8% 145,940 $20.6M
Financial Perspectives, Inc 5.61% Add +2.4% 143,525 $20.2M
Nations Financial Group Inc, /Ia/ 1.25% Reduce -1.2% 142,373 $20.1M
Oak Hill Wealth Advisors, LLC 3.76% Reduce -1.0% 142,348 $20.1M
Baker Ellis Asset Management LLC 2.41% Reduce -2.6% 138,702 $19.6M
Northside Capital Management, LLC 1.78% No change 138,090 $19.5M
Salomon & Ludwin, LLC 1.75% Reduce -1.3% 137,092 $19.4M
Performance Wealth Partners, LLC 0.54% Reduce -1.1% 136,808 $19.3M
Bessemer Group Inc. 0.03% No change 136,777 $19.3M
Select Asset Management & Trust 5.91% Add +0.4% 136,217 $19.2M
Clearstead Advisors, LLC 0.28% Add +5.9% 135,667 $19.1M
Cary Street Partners Financial LLC 0.49% Reduce -1.9% 132,604 $18.7M
Bank of New York Mellon Corp 0.00% Add +6.5% 132,500 $18.7M
Steele Capital Management, Inc. 0.82% Add +7.2% 131,725 $18.6M
Mittelman Wealth Management 12.05% Reduce -4.4% 130,572 $18.4M
Hardy Reed LLC 1.33% No change 128,606 $18.1M
Trustmark Bank Trust Department 1.15% No change 125,845 $17.7M
Transcend Capital Advisors, LLC 1.24% Add +0.0% 124,838 $17.6M
Wealthcare Advisory Partners LLC 0.36% Reduce -0.3% 122,839 $17.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.76% Reduce -0.7% 121,954 $17.2M
Arkos Global Advisors 2.19% Reduce -1.9% 121,730 $17.2M
Patriot Investment Management Group, Inc. 1.12% Reduce -0.6% 121,638 $17.1M
Ballast, Inc. 4.11% Add +2.8% 119,695 $16.9M
Principle Wealth Partners LLC 0.98% Reduce -0.2% 119,660 $16.9M
Pinnacle Financial Partners Inc 0.40% Add +3.0% 119,540 $16.8M
Integrated Advisors Network LLC 0.71% Reduce -0.7% 119,370 $16.8M
Unison Advisors LLC 1.53% Add +0.0% 118,705 $16.7M
Rockefeller Capital Management L.P. 0.03% Reduce -1.3% 117,945 $16.6M
Francis Financial, Inc. 2.92% Reduce -3.4% 116,157 $16.4M
Certified Advisory Corp 1.55% Add +7.3% 115,942 $16.3M
Natixis Advisors, LLC 0.02% Add +8.4% 115,593 $16.3M
Flagship Wealth Advisors, LLC 5.36% Add +0.2% 115,367 $16.3M
CENTRAL TRUST Co 0.34% Add +0.7% 115,073 $16.2M
Procyon Advisors, LLC 0.95% Add +5.2% 114,205 $16.1M
Summit Financial, LLC 0.24% Add +8.9% 112,405 $15.8M
Howard Wealth Management, LLC 7.04% Add +2.7% 108,685 $15.3M
Employees' Retirement Fund of the City of Fort Worth 7.03% Reduce -9.2% 106,603 $15.0M
Cresset Asset Management, LLC 0.07% Add +4.2% 106,138 $15.0M
Paragon Financial Partners, Inc. 9.42% Add +0.1% 105,835 $14.9M
Tepp RIA, LLC 16.77% Reduce -16.7% 104,781 $14.8M
Asset Allocation & Management Company, LLC 6.18% No change 102,990 $14.5M
Private Advisory Group LLC 1.26% Reduce -5.7% 102,492 $14.4M
Iron Gate Global Advisors LLC 1.49% Add +8.6% 101,976 $14.4M
VSM Wealth Advisory, LLC 4.47% Reduce -0.2% 101,872 $14.4M
Headinvest, LLC 2.96% Reduce -1.8% 101,483 $14.3M
High Net Worth Advisory Group LLC 3.44% Add +6.8% 101,424 $14.3M
Peapack Gladstone Financial Corp. 0.18% Reduce -3.9% 100,309 $14.1M
Stonebridge Capital Advisors LLC 1.00% Add +0.7% 99,389 $14.0M
Pointe Capital Management LLC 6.83% Add +0.4% 99,164 $14.0M
Bernardo Wealth Planning LLC 2.72% Reduce -0.8% 98,459 $13.9M
Arthur M. Cohen & Associates, LLC 2.33% Add +1.2% 98,357 $13.9M
Causey Wealth LLC 6.76% Add +0.0% 98,296 $13.9M
SlateStone Wealth, LLC 1.19% Reduce -4.8% 97,688 $13.8M
Park Avenue Securities LLC 0.11% Add +7.6% 96,510 $13.6M
Seneca Financial Advisors LLC 4.40% Add +3.9% 95,505 $13.5M
Capital Advisors Wealth Management, LLC 1.90% Add +2.7% 94,604 $13.3M
Vanguard Group Inc. 0.00% Reduce -0.3% 94,366 $13.3M
Global Wealth Management Investment Advisory, Inc. 2.20% Add +2.3% 93,304 $13.2M
GW Henssler & Associates Ltd. 0.66% Add +6.7% 93,218 $13.1M
Brown Advisory Inc. 0.02% Add +7.4% 92,840 $13.1M
Howe & Rusling Inc. 0.90% Add +6.4% 92,773 $13.1M
Ironwood Wealth Management, Inc. 5.99% Add +1.3% 95,053 $13.1M
Kingsview Wealth Management, LLC 0.20% Add +7.3% 92,598 $13.1M
Bryn Mawr Trust Advisors, LLC 0.64% Add +0.1% 91,868 $12.9M
Cherry Tree Wealth Management, LLC 2.84% Reduce -1.0% 91,809 $12.9M
Ieq Capital, LLC 0.04% Add +4.9% 91,212 $12.9M
Nwam LLC 0.69% Reduce -5.4% 90,503 $12.8M
Grandview Asset Management LLC 3.59% Add +2.8% 90,497 $12.8M
HB Wealth Management, LLC 0.09% Add +18.6% 89,856 $12.7M
Insight Wealth Strategies, LLC 1.49% Reduce -0.2% 89,792 $12.7M
Matrix Asset Advisors Inc. 1.17% Add +3.9% 89,436 $12.6M
Asset Allocation Strategies LLC 2.48% Reduce -4.0% 89,038 $12.5M
First Horizon Corp. 0.58% — 87,937 $12.4M
Aptus Capital Advisors, LLC 0.11% Reduce -3.8% 87,771 $12.4M
Accretive Wealth Partners, LLC 3.77% Add +6.0% 87,649 $12.4M
Stokes Family Office, LLC 1.17% Reduce -0.1% 87,437 $12.3M
Rwa Wealth Partners, LLC 0.14% Add +0.2% 87,188 $12.3M
Pinnacle Financial Group, LLC / IL 3.64% Add +1.8% 85,344 $12.0M
CreativeOne Wealth, LLC 0.29% Reduce -27.1% 85,171 $12.0M
Evermay Wealth Management LLC 1.37% Reduce -2.1% 85,110 $12.0M
Johnson Financial Group, Inc. 0.44% Reduce -20.3% 83,042 $11.7M
Fiduciary Trust Co 0.13% Add +3.0% 82,749 $11.7M
Linscomb Wealth, Inc. 0.50% Reduce -5.5% 82,732 $11.7M
Capstone Wealth Management Group, LLC 4.93% Reduce -0.7% 82,589 $11.6M
Brookstone Capital Management 0.14% Add +6.2% 82,221 $11.6M
Strategic Family Wealth Counselors, L.L.C. 2.95% Add +2.1% 81,308 $11.5M
Forvis Mazars Wealth Advisors, LLC 0.23% Add +15.3% 80,884 $11.4M
Rollins Financial Advisors, LLC 1.72% Add +8.3% 80,797 $11.4M
United Capital Financial Advisors, LLC 0.08% Add +1.9% 80,563 $11.4M
TBH Global Asset Management, LLC 2.21% Reduce -37.4% 80,296 $11.3M
Crescent Grove Advisors, LLC 1.07% Add +1.1% 79,345 $11.2M
Summit Wealth Partners, LLC 2.01% Reduce -0.8% 79,079 $11.1M
Associated Banc-Corp 0.29% Reduce -1.3% 78,962 $11.1M
AF Advisors, Inc. 4.51% No change 78,863 $11.1M
Romano Brothers and Company 1.27% Reduce -1.3% 78,583 $11.1M
Pps&v Asset Management Consultants, Inc. 6.39% Add +1.7% 78,488 $11.1M
Robertson Stephens Wealth Management, LLC 0.33% Reduce -0.8% 78,468 $11.1M
Octavia Wealth Advisors, LLC 1.09% Add +5.4% 77,981 $11.0M
Sterling Financial Planning, Inc. 3.41% Add +2.1% 76,746 $10.8M
Raab & Moskowitz Asset Management LLC 2.42% Add +4.8% 76,667 $10.8M
AMG National Trust Bank 0.26% Add +3.3% 76,425 $10.8M
Vestmark Advisory Solutions, Inc. 0.21% Reduce -48.9% 76,379 $10.8M
Arax Advisory Partners 0.15% Add +29.0% 77,052 $10.7M
Milestone Investment Advisors LLC 2.66% Reduce -1.8% 75,826 $10.7M
Citadel Advisors 0.01% New 75,783 $10.7M
waypoint wealth counsel 4.21% Add +3.0% 75,708 $10.7M
Granite FO LLC 5.77% Add +0.0% 75,419 $10.6M
AA Financial Advisors, LLC 2.09% Reduce -0.8% 75,377 $10.6M
CIBC Private Wealth Group LLC 0.02% Reduce -4.1% 74,364 $10.5M
Deutsche Bank AG 0.00% Reduce -3.1% 74,344 $10.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Reduce -2.2% 74,150 $10.5M
SWAN Capital LLC 4.21% Add +62.2% 73,614 $10.4M
Kropog Financial Group, LLC 8.50% New 73,607 $10.4M
EPG Wealth Management LLC 2.86% Reduce -2.9% 73,592 $10.4M
Flagship Harbor Advisors, LLC 0.45% Add +1.7% 73,347 $10.3M
Citigroup Inc. 0.01% Reduce -5.0% 73,138 $10.3M
Pettinga Financial Advisors LLC 2.01% Reduce -10.2% 73,014 $10.3M
MAI Capital Management 0.06% Add +15.5% 72,608 $10.2M
Yarger Wealth Strategies, LLC 4.61% Add +31.1% 71,334 $10.1M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -18.3% 69,881 $9.8M
Evergreen Wealth Management, LLC 5.16% Add +0.4% 69,822 $9.8M
Sonata Capital Group Inc. 3.59% Reduce -1.0% 69,025 $9.7M
StoneX Group Inc. 0.42% Add +1.5% 68,998 $9.7M
Capital Analysts, LLC 0.28% Reduce -1.4% 68,430 $9.6M
Avantax Planning Partners, Inc. 0.28% Reduce -3.8% 68,374 $9.6M
Atlas Legacy Advisors, LLC 1.85% Reduce -7.0% 68,043 $9.6M
Woodmont Investment Counsel LLC 0.63% Reduce -4.2% 67,504 $9.5M
West Bancorporation Inc. 5.23% Add +1.8% 66,679 $9.4M
HBW Advisory Services LLC 1.06% Reduce -0.3% 66,516 $9.4M
Stephens Inc. 0.12% Add +1.2% 66,470 $9.4M
Country Club Bank 0.55% Reduce -1.7% 66,215 $9.3M
Apeiron RIA LLC 2.08% Reduce -10.1% 66,322 $9.3M
Spreng Capital Management, Inc. 3.79% Add +0.6% 65,659 $9.3M
Baron Silver Stevens Financial Advisors, LLC 1.35% Reduce -0.8% 65,261 $9.2M
Evergreen Capital Management LLC 0.22% Add +1.6% 64,844 $9.1M
Independent Financial Group, LLC 0.22% Add +4.1% 64,722 $9.1M
Cwm, LLC 0.03% Add +0.7% 64,688 $9.1M
Geneos Wealth Management Inc. 0.23% Add +5.5% 64,596 $9.1M
Montz Harcus Wealth Management LLC 3.97% Add +2.3% 64,583 $9.1M
Advisory Services Network, LLC 0.13% Add +0.0% 64,423 $9.1M
Leelyn Smith, LLC 1.36% Add +1.9% 64,221 $9.1M
J.W. Cole Advisors, Inc. 0.17% Add +2.9% 64,133 $9.0M
XML Financial, LLC 0.73% Add +0.6% 63,737 $9.0M
Goldstone Financial Group, LLC 1.06% Add +6.7% 63,535 $9.0M
Harbour Investments, Inc. 0.20% Add +3.8% 62,848 $8.9M
180 Wealth Advisors, LLC 1.08% Reduce -1.0% 62,732 $8.8M
Dynamic Advisor Solutions LLC 0.26% Add +8.1% 62,606 $8.8M
Western Pacific Wealth Management, LP 8.57% Add +8.5% 62,254 $8.8M
Gleason Group, Inc. 0.88% Add +0.6% 62,165 $8.8M
Guardian Financial Partners, LLC 3.68% Add +4.7% 61,948 $8.7M
Stillwater Capital Advisors, LLC 0.98% Add +0.9% 61,782 $8.7M
Chelsea Counsel Co. 3.86% Reduce -0.2% 61,650 $8.7M
Sage Financial Management Group, Inc. 2.77% Reduce -0.6% 61,645 $8.7M
Burns J W & Co. Inc. 0.98% Add +13.4% 61,453 $8.7M
Principal Securities, Inc. 0.14% Add +29.1% 61,183 $8.6M
Sigma Investment Counselors Inc. 0.45% Reduce -1.9% 60,879 $8.6M
Paradigm Capital Management, LLC 8.60% Reduce -6.6% 60,809 $8.6M
World Investment Advisors 0.18% Add +14.0% 60,805 $8.6M
Tilson Financial Group, Inc. 2.81% Add +1.5% 60,573 $8.5M
O'shaughnessy Asset Management, LLC 0.05% Add +56.0% 59,940 $8.4M
Tide Cove Capital Partners LLC 6.49% Add +0.6% 60,523 $8.4M
Global Retirement Partners, LLC 0.19% Add +0.3% 59,795 $8.4M
RDA Financial Network 2.08% Reduce -2.2% 59,765 $8.4M
Sound View Wealth Advisors Group, LLC 0.58% Reduce -1.9% 59,706 $8.4M
ETF Portfolio Partners, Inc. 2.24% Add +1.7% 59,681 $8.4M
Quest Investment Management LLC 0.88% Reduce -2.3% 59,572 $8.4M
City State Bank 2.37% Add +3.3% 58,263 $8.2M
JFS Wealth Advisors, LLC 0.48% Add +0.1% 58,231 $8.2M
Cascade Financial Partners, LLC 0.94% Reduce -1.0% 58,226 $8.2M
WealthBridge Capital Management, LLC 1.92% Add +3.4% 57,943 $8.2M
Davidson Investment Advisors 0.35% Add +2.5% 57,911 $8.2M
ArborFi Advisors, LLC 6.62% Reduce -13.0% 57,710 $8.1M
Kestra Private Wealth Services, LLC 0.11% Reduce -5.2% 57,463 $8.1M
Drucker Wealth 3.0, LLC 1.44% Reduce -43.0% 57,303 $8.1M
CoreCap Advisors, LLC 0.29% Reduce -18.0% 57,227 $8.1M
Investors Research Corp 1.49% Add +3.4% 57,157 $8.1M
Evanson Asset Management, LLC 0.45% Add +2.8% 57,010 $8.0M
Penney Financial, LLC 3.59% Add +0.3% 56,933 $8.0M
Ranch Capital Advisors Inc. 3.01% Add +4.7% 55,199 $7.8M
Consolidated Portfolio Review Corp 0.98% Reduce -0.6% 55,086 $7.8M
Renaissance Technologies 0.01% Add +131.4% 54,600 $7.7M
Focus Partners Advisor Solutions, LLC 0.09% Add +51.5% 54,403 $7.7M
Williams Jones Wealth Management, LLC. 0.09% Reduce -3.3% 54,408 $7.7M
Modera Wealth Management, LLC 0.09% Add +3.9% 54,342 $7.7M
Quadcap Wealth Management, LLC 0.90% Reduce -2.5% 54,012 $7.6M
Creative Financial Designs Inc. 0.51% Add +10.8% 53,933 $7.6M
Founders Grove Wealth Partners, LLC 1.78% Reduce -1.8% 53,683 $7.6M
Dorsey & Whitney Trust CO LLC 0.40% Reduce -1.8% 53,615 $7.6M
Silverlake Wealth Management LLC 1.85% Add +107.8% 53,479 $7.5M
Sage Rhino Capital LLC 1.46% Reduce -1.5% 53,442 $7.5M
Bay Capital Advisors, LLC 4.81% Add +6.6% 52,413 $7.4M
Verity & Verity, LLC 0.59% Add +5.0% 52,410 $7.4M
Simplicity Wealth,LLC 0.43% Reduce -29.3% 52,309 $7.4M
Voya Financial Advisors, Inc. 0.71% Add +18.4% 52,448 $7.4M
Rooted Wealth Advisors, Inc. 2.25% Reduce -5.8% 52,021 $7.4M
Level Four Advisory Services, LLC 0.25% Add +65.3% 52,147 $7.4M
Armor Investment Advisors, LLC 2.33% Reduce -8.4% 52,116 $7.3M
CVA Family Office, LLC 0.94% Add +12.6% 52,067 $7.3M
Jmac Enterprises LLC 1.45% Add +1.1% 51,943 $7.3M
Mission Wealth Management, LP 0.15% Add +4.6% 51,852 $7.3M
Talisman Wealth Advisors LLC 6.03% Add +0.8% 51,625 $7.3M
Global Strategic Investment Solutions, LLC 0.72% Reduce -0.3% 51,271 $7.2M
Whittier Trust Co. 0.08% Add +0.3% 51,005 $7.2M
Curran Financial Partners, LLC 1.43% Add +15.0% 51,117 $7.2M
Sequoia Financial Advisors, LLC 0.04% Add +103.7% 50,629 $7.1M
Childress Capital Advisors, LLC 1.30% Add +1.6% 50,421 $7.1M
OneAscent Financial Services LLC 0.47% Reduce -3.5% 50,341 $7.1M
Busey Bank 0.20% Add +5.8% 50,019 $7.1M
Atria Investments, Inc 0.08% Reduce -1.5% 49,129 $6.9M
Destiny Wealth Partners, LLC 0.84% Reduce -0.7% 48,875 $6.9M
Synovus Financial Corp. 0.08% Reduce -0.2% 48,828 $6.9M
Prime Capital Investment Advisors, LLC 0.09% Add +0.3% 48,646 $6.9M
Eagle Strategies LLC 0.91% Reduce -25.4% 48,408 $6.8M
Darrow Company, Inc. 3.12% Reduce -2.6% 47,887 $6.7M
EverSource Wealth Advisors, LLC 0.27% Reduce -0.5% 47,703 $6.7M
BIP Wealth, LLC 0.33% Reduce -12.0% 47,150 $6.6M
FFG Retirement Advisors LLC 4.10% Reduce -0.2% 46,929 $6.6M
Embree Financial Group 0.88% Add +2.0% 46,624 $6.6M
Oxler Private Wealth LLC 1.91% Reduce -8.4% 46,542 $6.6M
Cypress Wealth Services, LLC 1.06% Reduce -1.0% 45,877 $6.5M
Uptick Partners, LLC 1.70% Reduce -0.3% 45,817 $6.5M
Tritonpoint Wealth, LLC 0.55% Reduce -0.4% 45,795 $6.5M
Wealthspan Partners, LLC 2.48% Add +0.8% 45,687 $6.4M
First PREMIER Bank 1.46% Reduce -3.0% 45,662 $6.4M
Sovereign Financial Group, Inc. 1.20% Add +9.6% 45,609 $6.4M
Dumont & Blake Investment Advisors LLC 1.56% Reduce -0.2% 45,560 $6.4M
Allen Capital Group, LLC 0.61% Reduce -0.1% 45,476 $6.4M
Benjamin Edwards Inc. 0.07% Add +6.6% 45,288 $6.4M
Biltmore Family Office, LLC 0.91% Add +1.0% 45,141 $6.4M
Chaney Capital Management, Inc. 2.26% Reduce -1.3% 45,113 $6.4M
Telos Capital Management, Inc. 0.61% Add +0.7% 45,076 $6.4M
Covington Investment Advisors Inc. 0.83% Add +5.5% 45,022 $6.3M
MSH Capital Advisors LLC 1.70% Add +5.1% 45,002 $6.3M
Trinity Financial Advisors LLC 1.80% Reduce -4.8% 44,150 $6.2M
MidAtlantic Capital Management, Inc. 4.23% Reduce -0.2% 43,950 $6.2M
Parallel Advisors, LLC 0.11% Reduce -1.1% 43,809 $6.2M
Wealth Management Associates, Inc. 2.16% Add +0.1% 43,116 $6.1M
Manning & Napier Advisors LLC 0.08% Reduce -2.8% 42,949 $6.1M
Midwest Trust Co 0.08% Reduce -10.1% 42,697 $6.0M
PFG Investments, LLC 0.31% Reduce -0.7% 42,627 $6.0M
Thrivent Financial for Lutherans 0.01% Add +19.6% 42,577 $6.0M
Gallagher Capital Advisors, LLC 3.44% Add +4.3% 41,931 $6.0M
Orion Porfolio Solutions, LLC 0.05% Add +13.9% 42,345 $6.0M
Payne Capital LLC 6.00% — 41,991 $5.9M
Fiduciary Group, LLC 0.52% Add +13.4% 41,961 $5.9M
Clear Harbor Asset Management, LLC 0.41% Reduce -6.4% 41,733 $5.9M
Arcataur Capital Management LLC 1.73% Add +2.0% 41,678 $5.9M
Wealthcare Capital Partners, LLC 2.70% Add +51.3% 41,616 $5.9M
Flywheel Private Wealth LLC 4.55% Reduce -1.1% 41,369 $5.8M
Ameritas Advisory Services, LLC 0.38% Reduce -9.9% 41,326 $5.8M
Independence Bank of Kentucky 0.75% Reduce -0.2% 41,277 $5.8M
Breakwater Investment Management 2.11% Reduce -4.0% 40,672 $5.7M
CoreFirst Bank & Trust 3.07% Reduce -4.9% 40,329 $5.7M
Caprock Group, LLC 0.14% — 40,560 $5.6M
Blackston Financial Advisory Group, LLC 3.35% Reduce -3.2% 40,031 $5.6M
Hofer & Associates. Inc 3.23% Reduce -3.9% 40,013 $5.6M
McGlone Suttner Wealth Management, Inc. 0.79% Add +0.1% 40,007 $5.6M
Allen Investment Management, LLC 0.06% Add +151.1% 39,597 $5.6M
Accel Wealth Management 1.62% Reduce -1.4% 39,565 $5.6M
Aspire Capital Advisors LLC 1.38% Add +44.0% 39,556 $5.6M
Rosenberg Matthew Hamilton 1.20% Reduce -0.9% 39,230 $5.5M
Walter & Keenan Wealth Management LLC /in/ 1.53% Reduce -0.1% 39,194 $5.5M
Means Investment Co., Inc. 0.48% Reduce -11.3% 39,007 $5.5M
Choreo, LLC 0.07% Add +1.8% 38,889 $5.5M
Bridgewealth Advisory Group, LLC 1.26% Add +0.5% 38,503 $5.4M
Agf Management Ltd. 0.02% Reduce -0.1% 38,150 $5.4M
NORTHSTAR ASSET MANAGEMENT Co 1.15% Add +1.9% 38,065 $5.4M
Apollon Wealth Management, LLC 0.10% Add +1.1% 38,056 $5.4M
Brown Brothers Harriman & Co. 0.03% Add +1.6% 38,018 $5.4M
Signature Estate & Investment Advisors LLC 0.11% Add +6.0% 37,996 $5.4M
OneDigital Investment Advisors LLC 0.05% Reduce -2.4% 37,727 $5.3M
WealthPLAN Partners, LLC 0.79% Add +58.5% 37,595 $5.3M
John Boyer, Inc. 5.23% — 37,238 $5.2M
Seneca House Advisors 2.11% Add +2.8% 36,995 $5.2M
Tyche Wealth Partners LLC 0.91% Add +262.9% 36,943 $5.2M
Onyx Bridge Wealth Group LLC 0.56% Add +0.5% 36,455 $5.1M
tru Independence LLC 1.33% Reduce -0.9% 36,190 $5.1M
Sweeney & Michel, LLC 1.71% Add +0.3% 37,093 $5.1M
Investor's Fiduciary Advisor Network, LLC 1.72% Reduce -1.3% 35,983 $5.1M
Composition Wealth, LLC 0.07% Reduce -70.3% 35,192 $5.0M
Pacific Center for Financial Services 1.26% Add +2.6% 34,930 $4.9M
CX Institutional 0.15% Add +4.0% 34,835 $4.9M
Parkside Financial Bank & Trust 0.38% Add +7.2% 34,635 $4.9M
Rockland Trust Co. 0.20% Reduce -1.9% 34,567 $4.9M
Legacy Advisors, LLC 0.60% — 34,446 $4.9M
Cannon Wealth Management Services, LLC 3.66% Add +1.4% 34,272 $4.8M
Capital Investment Advisory Services, LLC 0.38% Add +2.0% 34,084 $4.8M
Farther Finance Advisors, LLC 0.07% Add +26.6% 33,922 $4.8M
Trust Co 0.49% Add +6.3% 33,702 $4.8M
Ironsides Asset Advisors, LLC 1.21% Reduce -1.1% 33,327 $4.7M
Ritter Daniher Financial Advisory LLC / DE 0.82% Add +7221.5% 33,093 $4.7M
Gotham Asset Management 0.02% No change 33,003 $4.7M
Wilmington Savings Fund Society, FSB 0.11% Reduce -7.2% 32,913 $4.6M
CORDA Investment Management, LLC. 0.33% Reduce -4.6% 32,860 $4.6M
McNaughton Wealth Management, LLC 1.93% Add +1.2% 32,455 $4.6M
Prospera Financial Services Inc 0.08% Reduce -0.6% 32,224 $4.5M
Manchester Capital Management LLC 0.62% No change 32,210 $4.5M
Townsquare Capital LLC 0.68% Reduce -7.0% 32,112 $4.5M
SageView Advisory Group, LLC 0.16% Reduce -10.3% 32,033 $4.5M
GeoWealth Management, LLC 0.16% Add +8.6% 32,031 $4.5M
Lebenthal Global Advisors, LLC 0.78% Add +1.1% 31,820 $4.5M
Advisor OS, LLC 0.38% Add +1.6% 31,332 $4.4M
Atticus Wealth Management, LLC 1.11% Add +0.9% 31,179 $4.4M
Lowe Wealth Advisors, LLC 1.60% Add +1.1% 31,073 $4.4M
Foundations Investment Advisors, LLC 0.06% Add +3.2% 31,072 $4.4M
Armstrong Advisory Group, Inc. 0.31% Reduce -0.1% 31,034 $4.4M
Hanover Advisors Inc. 1.70% Reduce -2.3% 30,993 $4.4M
Cornell Pochily Investment Advisors, Inc. 1.30% Reduce -0.1% 30,928 $4.4M
Everett Harris & Co. 0.05% Reduce -1.5% 30,883 $4.4M
Dodds Wealth, LLC 1.07% Reduce -0.2% 30,715 $4.3M
Hippocratic Financial Advisors, LLC 2.08% Reduce -4.7% 30,685 $4.3M
Victory Financial Group, LLC 0.59% Add +15.2% 30,660 $4.3M
Ally Invest Advisors Inc. 0.31% Add +1.1% 30,480 $4.3M
Glen Eagle Advisors, LLC 0.60% Add +8.5% 30,426 $4.3M
Kapstone Financial Advisors LLC 2.02% Reduce -3.1% 30,421 $4.3M
Parsons Capital Management Inc. 0.24% Add +23.9% 30,349 $4.3M
FRG Family Wealth Advisors LLC 0.69% Reduce -3.7% 30,341 $4.3M
IHT Wealth Management, LLC 0.11% Add +3.7% 30,312 $4.3M
Ayalon Insurance Comp Ltd. 1.08% Add +1.4% 30,236 $4.3M
First Citizens Bank & Trust Co. 0.09% Add +5.7% 30,140 $4.2M
Oxinas Partners, LLC 2.27% Reduce -0.1% 30,134 $4.2M
Gunma Bank,Ltd. 1.33% Reduce -35.9% 30,051 $4.2M
Wealth Management Partners, LLC 1.34% Reduce -1.5% 29,956 $4.2M
Donaldson Capital Management, LLC 0.13% Reduce -0.9% 29,887 $4.2M
LifeSteps Financial, Inc. 2.70% Add +0.1% 29,818 $4.2M
Susquehanna International Group, LLP 0.01% Add +82.0% 29,706 $4.2M
MJP Associates Inc. 0.55% Add +1.8% 29,663 $4.2M
GC Wealth Management RIA, LLC 0.14% Reduce -11.6% 29,624 $4.2M
Forza Wealth Management, LLC 1.60% Reduce -0.3% 29,581 $4.2M
M Holdings Securities, Inc. 0.88% New 29,476 $4.2M
Simon Quick Advisors, LLC 0.19% Reduce -0.3% 29,445 $4.2M
Ausdal Financial Partners, Inc. 0.20% Add +2.4% 29,293 $4.1M
Stuart Chaussee & Associates, Inc. 0.90% Reduce -2.0% 29,110 $4.1M
Sunburst Financial Group, LLC 0.86% Reduce -11.8% 29,068 $4.1M
Fiduciary Advisors, Inc. 3.31% Add +4.5% 29,053 $4.1M
Cornerstone Advisors Asset Management, LLC 0.71% No change 29,009 $4.1M
Richard C. Young & CO., LTD. 0.38% Reduce -4.3% 28,979 $4.1M
Independent Advisor Alliance 0.11% Add +13.8% 28,920 $4.1M
Ritholtz Wealth Management 0.08% Add +1.0% 28,861 $4.1M
Main Street Financial Solutions, LLC 0.26% Add +15.6% 28,830 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +3.2% 28,822 $4.1M
SKY-Mountain Capital Management, Inc. 2.83% Reduce -1.8% 28,855 $4.1M
Infinity Wealth Counsel, LLC 3.93% Reduce -1.3% 28,710 $4.0M
Triangle Securities Wealth Management 0.91% Add +6.3% 28,584 $4.0M
Sowell Financial Services LLC 0.15% Add +0.9% 28,536 $4.0M
Advisors Capital Management, LLC 0.05% Add +10.5% 28,329 $4.0M
Western Wealth Management, LLC 0.21% Add +4.1% 28,027 $4.0M
Sapient Capital LLC 0.06% Add +0.3% 28,030 $3.9M
Chicago Partners Investment Group LLC 0.10% Reduce -2.8% 27,692 $3.9M
Culbertson A N & Co. Inc. 0.55% Reduce -1.3% 27,553 $3.9M
KDT Advisors, LLC 5.68% No change 27,539 $3.9M
Pekin Hardy Strauss, Inc. 0.39% Reduce -1.2% 27,453 $3.9M
Mgo One Seven LLC 0.09% Add +87.2% 27,403 $3.9M
Verdence Capital Advisors LLC 0.22% Reduce -0.3% 27,003 $3.8M
Mill Creek Capital Advisors, LLC 0.08% Add +0.8% 27,267 $3.8M
Yukon Wealth Management, Inc. 1.25% No change 27,150 $3.8M
Wedmont Private Capital 0.14% Add +6.2% 26,951 $3.8M
Luminist Capital LLC 3.33% Add +9.3% 26,926 $3.8M
Davidson Trust Co. 1.56% Add +5.6% 26,806 $3.8M
Wells Financial Advisors INC 5.05% Reduce -0.4% 26,792 $3.8M
New England Private Wealth Advisors LLC 0.49% Add +47.4% 26,618 $3.8M
Guyasuta Investment Advisors Inc. 0.22% No change 26,615 $3.8M
PFG Private Wealth Management, LLC 1.66% Reduce -55.6% 26,487 $3.7M
Integrity Wealth Solutions LLC 1.66% Add +6.8% 26,487 $3.7M
RFG Advisory, LLC 0.08% Reduce -1.6% 26,341 $3.7M
Daiichi Life Insurance Co., Ltd. 0.09% Add +7.0% 26,222 $3.7M
Trust Co. of Vermont 0.16% Add +2.1% 26,199 $3.7M
Betterment LLC 0.01% Add +9.9% 26,194 $3.7M
StrongBox Wealth, LLC 1.24% Add +3.6% 26,100 $3.7M
Tiaa Trust, National Association 0.01% Add +0.5% 26,064 $3.7M
Orion Capital Management LLC 1.27% Reduce -7.1% 25,822 $3.6M
Sigma Planning Corp 0.10% Reduce -10.6% 25,786 $3.6M
PAX Financial Group, LLC 0.65% Reduce -1.8% 25,627 $3.6M
Choate Investment Advisors 0.07% No change 25,524 $3.6M
Delta Financial Advisors LLC 1.02% Reduce -5.3% 25,512 $3.6M
Simplex Trading, LLC 0.08% Add +411.3% 25,191 $3.5M
Croban 2.36% Add +51.3% 25,142 $3.5M
Meridian Wealth Management, LLC 0.14% Add +0.3% 25,112 $3.5M
Petix & Botte Co 0.81% Reduce -4.1% 24,934 $3.5M
OMNI 360 Wealth, Inc. 1.97% Add +6.2% 24,899 $3.5M
Confluence Wealth Services, Inc. 0.17% Reduce -0.5% 24,584 $3.5M
Cambridge Capital Management, LLC 1.66% Reduce -0.6% 24,551 $3.5M
Strengthening Families & Communities, LLC 0.77% Add +2178.2% 24,604 $3.5M
Mainsail Asset Management, LLC 1.50% Reduce -1.4% 24,343 $3.4M
Gallagher Fiduciary Advisors, LLC 0.13% Reduce -99.7% 24,193 $3.4M
Haverford Trust Co 0.03% Reduce -32.3% 24,164 $3.4M
Perigon Wealth Management, LLC 0.07% Reduce -1.4% 24,155 $3.4M
Disciplined Investors, L.L.C. 2.40% Reduce -0.1% 23,953 $3.4M
German American Bancorp, Inc. 0.30% No change 23,821 $3.4M
Montecito Bank & Trust 0.52% — 23,774 $3.4M
Savant Capital, LLC 0.02% Add +1.9% 23,773 $3.4M
Consultiva Wealth Management, Corp. 9.38% Add +43.2% 23,725 $3.3M
Warner Financial, Inc. 1.24% Add +0.2% 23,638 $3.3M
Founders Financial Alliance, LLC 0.63% Reduce -1.4% 23,561 $3.3M
Bowman & Co S.C. 1.40% Add +0.6% 23,392 $3.3M
Johnson Investment Counsel Inc. 0.03% Add +30.9% 23,376 $3.3M
Brooks, Moore & Associates, Inc. 1.67% Add +1778.4% 39,090 $3.3M
Smartleaf Asset Management LLC 0.20% Add +0.5% 23,349 $3.3M
Bangor Savings Bank 0.27% Add +0.7% 23,220 $3.3M
Jackson Wealth Management, LLC 0.32% Add +5.6% 22,984 $3.2M
Burke & Herbert Bank & Trust Co. 0.69% Reduce -1.6% 22,828 $3.2M
Scotia Capital Inc. 0.01% Reduce -19.6% 22,810 $3.2M
Panoramic Investment Advisors, LLC 1.80% Add +1.4% 22,766 $3.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -0.6% 22,563 $3.2M
Arrowroot Family Office, LLC 1.26% Add +4.2% 22,378 $3.2M
Wilkins Miller Wealth Management, LLC 1.94% Add +4.3% 22,275 $3.1M
Mechanics Bank Trust Department 0.44% Reduce -1.8% 22,198 $3.1M
Blue Barn Wealth, LLC 1.37% Reduce -14.0% 22,165 $3.1M
Alpha Cubed Investments, LLC 0.11% Reduce -5.6% 21,936 $3.1M
Diversified Portfolios, Inc. 0.27% No change 21,928 $3.1M
Platform Technology Partners 0.74% Reduce -0.6% 21,855 $3.1M
Quantinno Capital Management LP 0.01% Add +48.0% 21,745 $3.1M
Kohmann Bosshard Financial Services, LLC 0.31% Reduce -22.0% 21,721 $3.1M
Carnegie Investment Counsel 0.06% Add +3.3% 21,718 $3.1M
Signet Financial Management, LLC 0.36% Reduce -2.1% 21,694 $3.1M
Northstar Group, Inc. 0.46% Add +0.0% 21,552 $3.0M
Daymark Wealth Partners, LLC 0.10% Reduce -1.4% 21,439 $3.0M
Old Port Advisors 0.76% Reduce -3.7% 21,410 $3.0M
Intellectus Partners, LLC 0.58% No change 21,350 $3.0M
Pallas Capital Advisors LLC 0.11% Add +1.4% 21,248 $3.0M
Connecticut Wealth Management, LLC 0.13% No change 21,191 $3.0M
Redhawk Wealth Advisors, Inc. 0.35% Reduce -50.1% 21,158 $3.0M
Blake Schutter Theil Wealth Advisors, LLC 2.94% Add +0.1% 21,074 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -7.5% 20,984 $3.0M
Harbor Investment Advisory, LLC 0.25% Add +20.5% 21,042 $3.0M
Cozad Asset Management Inc. 0.24% Reduce -4.1% 20,988 $3.0M
Rehmann Capital Advisory Group 0.16% New 20,886 $2.9M
Neuberger Berman Group LLC 0.00% Add +24.1% 20,708 $2.9M
Citizens Financial Group Inc. 0.04% Reduce -2.1% 20,703 $2.9M
Hayek Kallen Investment Management 0.92% Add +7.1% 20,676 $2.9M
New Covenant Trust Company, N.A. 2.69% No change 20,512 $2.9M
First County Bank 1.47% Reduce -1.7% 20,409 $2.9M
Hickory Point Bank & Trust 2.15% Add +5.0% 20,393 $2.9M
Cambridge Financial Group, LLC 0.92% Add +143.7% 20,378 $2.9M
Thrive Capital Management, LLC 0.74% Reduce -7.1% 20,258 $2.9M
International Assets Investment Management, LLC 0.23% No change 21,210 $2.9M
Schroder Investment Management Group 0.00% Reduce -4.9% 20,039 $2.8M
Wealthspire Retirement, LLC 0.18% Reduce -11.3% 19,978 $2.8M
Liberty Square Wealth Partners LLC 0.86% Add +10.0% 19,821 $2.8M
Cullen/Frost Bankers, Inc. 0.03% Add +5.2% 19,805 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +4.7% 19,767 $2.8M
Compass Ion Advisors, LLC 0.27% Reduce -2.2% 19,714 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.0% 19,700 $2.8M
Koshinski Asset Management, Inc. 0.20% Add +3.1% 19,647 $2.8M
Mount Lucas Management LP 1.25% Reduce -1.8% 19,613 $2.8M
M.E. Allison & Co., Inc. 1.93% Reduce -2.5% 19,545 $2.8M
Diversified Trust Co. 0.05% Add +0.1% 19,352 $2.7M
VeraBank, N.A. 0.51% No change 19,305 $2.7M
Bison Wealth, LLC 0.25% Add +133.5% 19,452 $2.7M
Eukles Asset Management 1.06% Add +0.8% 19,297 $2.7M
1900 Wealth Management LLC 0.18% Reduce -5.1% 19,241 $2.7M
Commons Capital, LLC 1.82% Add +1.1% 19,226 $2.7M
WCG Wealth Advisors LLC 0.17% Reduce -3.9% 19,216 $2.7M
Lodestar Private Asset Management LLC 0.28% Add +1.8% 19,139 $2.7M
Sara-Bay Financial 0.75% Add +34.7% 19,106 $2.7M
Hicks Capital Management LLC 4.40% New 19,089 $2.7M
Larson Financial Group LLC 0.09% Reduce -9.2% 19,071 $2.7M
Independent Wealth Network Inc. 0.86% Add +3.0% 18,997 $2.7M
Savvy Advisors, Inc. 0.12% Add +2.2% 18,962 $2.7M
Sageworth Trust Co 0.12% Reduce -0.0% 18,944 $2.7M
First Trust Advisors LP 0.00% Add +0.8% 18,724 $2.6M
Obermeyer Wealth Partners 0.12% No change 18,561 $2.6M
Roundview Capital LLC 0.16% Reduce -2.4% 18,393 $2.6M
Riverbend Wealth Management, LLC 1.80% Reduce -1.4% 18,319 $2.6M
Cubist Systematic Strategies, LLC 0.04% New 18,230 $2.6M
Vicus Capital 0.20% Add +5.2% 18,222 $2.6M
TFB Advisors LLC 0.75% Add +40.0% 18,237 $2.6M
TRUE Private Wealth Advisors 0.26% Reduce -6.4% 18,116 $2.6M
Capital Investment Advisors, LLC 0.04% Reduce -0.4% 18,105 $2.6M
Precedent Wealth Partners, LLC 0.56% Add +1.0% 18,072 $2.5M
Investment Management Corp. /Va/ 2.19% Reduce -1.1% 18,041 $2.5M
Meritage Portfolio Management 0.17% Add +2.3% 17,997 $2.5M
Antonelli Financial Advisors, LLC 1.72% Reduce -3.1% 17,932 $2.5M
Kovack Advisors, Inc. 0.24% Reduce -2.0% 17,742 $2.5M
Wealthedge Investment Advisors, LLC 0.94% Add +0.9% 17,719 $2.5M
GTS Securities LLC 0.10% New 17,689 $2.5M
Collective Family Office LLC 0.60% Add +1.6% 17,630 $2.5M
Bouchey Financial Group, Ltd. 0.19% Reduce -0.1% 17,541 $2.5M
Opes Wealth Management LLC 0.43% Add +2.1% 17,502 $2.5M
HUB Investment Partners, LLC 0.09% Add +3.1% 17,436 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +63.7% 17,425 $2.5M
Diversify Wealth Management, LLC 0.14% Reduce -0.6% 17,576 $2.5M
CGN Advisors LLC 0.20% Add +8.0% 17,347 $2.4M
Clarity Capital Advisors, LLC 1.33% Add +0.3% 17,297 $2.4M
Elite Financial, Inc. 1.11% Reduce -1.9% 17,254 $2.4M
McNamara Financial Services, Inc. 0.45% Reduce -0.6% 17,190 $2.4M
Blankinship & Foster, LLC 0.53% No change 17,170 $2.4M
Ashton Thomas Private Wealth, LLC 0.06% Add +1.5% 17,123 $2.4M
Thoroughbred Financial Services, LLC 0.15% Reduce -4.8% 17,062 $2.4M
Weaver Consulting Group 0.61% Reduce -0.4% 16,998 $2.4M
Factor Wealth Management LTD 0.60% Reduce -0.9% 16,965 $2.4M
Capital City Trust Co. 0.58% Add +3.3% 16,960 $2.4M
Flagstar Securities, Inc. 0.73% Reduce -8.0% 16,954 $2.4M
Private Trust Co. NA 0.21% Add +9.8% 16,784 $2.4M
Howland Capital Management LLC 0.09% Add +1.2% 16,688 $2.4M
B.O.S.S. Retirement Advisors, LLC 0.56% Reduce -14.0% 16,565 $2.3M
Fonville Wealth Management LLC 0.52% Reduce -2.9% 16,488 $2.3M
Tradition Wealth Management, LLC 0.17% Add +1.2% 16,460 $2.3M
Ridgecrest Wealth Partners, LLC 1.05% Add +1.8% 16,449 $2.3M
Bailard, Inc. 0.05% Add +125.6% 16,412 $2.3M
Capital Advantage, Inc. 0.35% Reduce -1.7% 16,355 $2.3M
Ascent Group, LLC 0.08% Reduce -3.1% 16,279 $2.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Add +0.2% 16,095 $2.3M
Carr Financial Group Corp 0.62% Add +3.7% 16,060 $2.3M
Keystone Financial Group 0.17% Add +0.5% 16,051 $2.3M
Colony Family Offices, LLC 0.58% No change 15,999 $2.3M
North Star Investment Management Corp. 0.14% Add +5.5% 15,971 $2.3M
Brighton Jones LLC 0.05% Reduce -28.7% 15,964 $2.3M
Flputnam Investment Management Co. 0.03% Add +2.0% 15,919 $2.2M
BOK Financial Private Wealth, Inc. 0.14% Reduce -2.0% 15,909 $2.2M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $2.2M
Stonebridge Financial Planning Group, LLC 0.83% No change 15,767 $2.2M
Fifth Third Bancorp 0.01% Add +18.5% 15,673 $2.2M
Citizens National Bank Trust Department 0.39% Reduce -24.4% 15,568 $2.2M
Coordinated Financial Services, Inc. 1.43% Add +0.3% 15,558 $2.2M
Brighton Securities Corp. 1.14% Reduce -6.1% 15,499 $2.2M
Diversify Advisory Services, LLC 0.07% Reduce -7.0% 15,608 $2.2M
First Merchants Corp. 0.08% Reduce -3.2% 15,443 $2.2M
Essex Bank 0.49% Reduce -1.8% 15,365 $2.2M
Prudent Man Advisors, LLC 0.80% Reduce -23.6% 15,324 $2.2M
Evoke Wealth, LLC 0.04% Add +0.1% 15,320 $2.2M
Elevation Point Wealth Partners, LLC 0.15% Reduce -76.2% 15,318 $2.2M
Sagespring Wealth Partners, LLC 0.04% Reduce -37.0% 15,304 $2.2M
SP Asset Management LLC 0.17% Add +0.6% 15,286 $2.2M
Rockingstone Advisors LLC 1.06% Reduce -1.2% 15,210 $2.1M
Janus Henderson Group PLC 0.00% Reduce -5.2% 15,207 $2.1M
AIMZ Investment Advisors, LLC 0.66% Add +4.8% 15,033 $2.1M
HM Payson & Co. 0.03% Add +58.6% 15,014 $2.1M
O'ROURKE & COMPANY, Inc 0.88% Reduce -0.8% 14,952 $2.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.6% 14,912 $2.1M
Webster Bank, N. A. 0.20% Reduce -3.7% 14,884 $2.1M
Bradley Foster & Sargent Inc. 0.03% Add +15.1% 14,857 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +241.0% 14,848 $2.1M
Axis Wealth Partners, LLC 1.22% Add +0.3% 14,838 $2.1M
Decker Retirement Planning Inc. 1.14% Reduce -6.4% 14,731 $2.1M
Centurion Wealth Management LLC 0.47% Add +199.5% 14,719 $2.1M
Rothschild Investment LLC 0.12% Add +6.4% 14,716 $2.1M
Franklin Resources Inc. 0.00% Reduce -9.6% 14,692 $2.1M
Investmark Advisory Group LLC 0.90% Reduce -6.1% 14,641 $2.1M
Medallion Wealth Advisors, LLC 0.73% Add +0.7% 14,579 $2.1M
InvesTrust 0.75% Reduce -0.9% 14,555 $2.1M
21 West Wealth Management LLC 1.94% Add +1.1% 14,520 $2.0M
Kingswood Wealth Advisors, LLC 0.12% Add +60.1% 14,517 $2.0M
FF Advisors,LLC 0.98% No change 14,503 $2.0M
R. W. Roge & Company, Inc. 1.04% Reduce -0.2% 14,425 $2.0M
Beacon Financial Advisory LLC 0.47% Reduce -0.6% 14,379 $2.0M
Walkner Condon Financial Advisors LLC 0.32% Add +20.7% 14,351 $2.0M
Lanark Financial, Inc. 0.16% Reduce -9.0% 14,340 $2.0M
Regal Investment Advisors LLC 0.13% Add +1.1% 14,294 $2.0M
Bigelow Investment Advisors, LLC 0.81% Add +7.1% 14,272 $2.0M
Snider Financial Group 0.55% No change 14,271 $2.0M
Joseph Group Capital Management 0.57% Reduce -4.8% 14,251 $2.0M
Glassman Wealth Services 0.28% Add +3.5% 14,246 $2.0M
Charter Oak Capital Management, LLC 0.16% Add +5.6% 14,198 $2.0M
APS Management Group, Inc. 1.77% — 14,187 $2.0M
Avidian Wealth Enterprises, LLC 0.07% Reduce -31.6% 14,079 $2.0M
Squarepoint Ops LLC 0.00% Add +374.3% 14,012 $2.0M
Vise Technologies, Inc. 0.07% Add +5.3% 13,993 $2.0M
Cibc World Market Inc. 0.00% Add +29.2% 13,962 $2.0M
Circle Wealth Management, LLC 0.04% No change 13,859 $2.0M
Creekside Partners 0.86% Reduce -0.4% 13,828 $1.9M
Financial Insights, Inc. 0.64% Add +3.7% 13,816 $1.9M
New Insight Wealth Advisors 0.73% Reduce -8.9% 13,812 $1.9M
Patten Group, Inc. 0.38% Add +3.3% 13,801 $1.9M
Capital Advisors Inc. 0.03% No change 13,743 $1.9M
Compass Financial Services Inc 0.86% Add +1.0% 13,736 $1.9M
Formidable Asset Management, LLC 0.30% Add +0.7% 14,480 $1.9M
Pacific Sun Financial Corp 0.93% Reduce -3.7% 13,681 $1.9M
Eldridge Investment Advisors, Inc. 0.44% Reduce -1.2% 13,673 $1.9M
Bristlecone Advisors, LLC 0.16% Reduce -8.7% 13,651 $1.9M
Wealth Management Nebraska 0.23% Add +0.1% 13,620 $1.9M
Blue Chip Partners, LLC 0.14% Add +11.8% 13,620 $1.9M
Leavell Investment Management, Inc. 0.08% Reduce -12.1% 13,592 $1.9M
N.E.W. Advisory Services LLC 0.17% Add +6.4% 13,527 $1.9M
Strategic Wealth Partners, Ltd. 0.14% Add +1.5% 13,521 $1.9M
Auour Investments LLC 0.62% Add +13.8% 13,490 $1.9M
GreatBanc Trust CO 1.30% — 13,440 $1.9M
Bensler, LLC 0.20% Reduce -12.4% 13,430 $1.9M
Cardiff Park Advisors, LLC 0.14% Reduce -0.1% 13,382 $1.9M
Financial Enhancement Group LLC 0.25% Add +5.1% 13,316 $1.9M
KCM Investment Advisors LLC 0.06% Reduce -0.9% 13,324 $1.9M
Dakota Wealth Management 0.04% Reduce -2.5% 13,319 $1.9M
Alexander Labrunerie & Co., Inc. 0.70% Add +1.4% 13,262 $1.9M
Red Tortoise LLC 0.82% Add +0.4% 13,225 $1.9M
Wealthfront Advisers LLC 0.00% Add +15.4% 13,222 $1.9M
Moseley Investment Management Inc. 0.57% Add +3.2% 13,198 $1.9M
ZWJ Investment Counsel Inc. 0.06% Reduce -1.1% 12,910 $1.8M
Fulton Bank, N.A. 0.06% Reduce -1.4% 12,838 $1.8M
FAS Wealth Partners, Inc. 0.12% Add +0.8% 12,812 $1.8M
Integrated Investment Consultants, LLC 0.31% Reduce -0.6% 12,807 $1.8M
Legacies Wealth LLC 1.16% No change 12,806 $1.8M
Ibex Wealth Advisors 0.17% Add +0.5% 12,733 $1.8M
Seek First Inc. 1.29% Add +0.6% 12,701 $1.8M
W Advisors, LLC 0.94% Add +3.7% 12,680 $1.8M
Arete Wealth Advisors, LLC 0.11% Add +2.8% 12,663 $1.8M
Mather Group, Llc. 0.02% Reduce -1.1% 12,652 $1.8M
Clarity Financial LLC 0.18% Reduce -3.9% 12,603 $1.8M
Luminvest Wealth Management LLC 0.58% Add +36.3% 12,549 $1.8M
Root Financial Partners, LLC 0.11% Reduce -43.1% 12,531 $1.8M
Opinicus Capital, Inc. 1.22% Reduce -2.8% 12,516 $1.8M
Ancora Advisors LLC 0.04% Reduce -1.7% 12,441 $1.8M
Tme Financial, Inc. 1.31% Reduce -1.4% 12,426 $1.8M
Twin Focus Capital Partners, LLC 0.22% Reduce -0.8% 12,366 $1.7M
360 Financial, Inc. 0.56% Add +0.1% 12,321 $1.7M
Gables Capital Management Inc. 0.74% No change 12,291 $1.7M
Red Door Wealth Management, LLC 0.18% Reduce -0.4% 12,272 $1.7M
Etesian Wealth Advisors, Inc. 0.57% Add +103.8% 12,225 $1.7M
JB Capital LLC 0.07% Add +22.4% 12,221 $1.7M
Novem Group 0.20% Add +4.9% 12,148 $1.7M
Vermillion Wealth Management, Inc. 0.47% Add +4.3% 12,101 $1.7M
Trilogy Capital Inc. 0.08% Add +1.9% 12,069 $1.7M
Prospect Financial Services LLC 0.98% Add +44.7% 12,039 $1.7M
Verus Capital Partners, LLC 0.13% Reduce -2.1% 12,031 $1.7M
Fca Corp. 0.47% Add +3.2% 12,021 $1.7M
Sagace Wealth Management LLC 1.15% New 12,008 $1.7M
National Bank of Canada 0.00% Add +6.5% 11,978 $1.7M
Pension & Wealth Management Advisors, Inc. 0.53% Reduce -0.9% 11,969 $1.7M
MCF Advisors LLC 0.10% Add +0.2% 11,938 $1.7M
Bantamac Capital, LLC 1.27% Reduce -52.8% 11,872 $1.7M
McClarren Financial Advisors, Inc. 1.02% Reduce -51.5% 5,898 $1.7M
Northcape Wealth Management, LLC 0.49% Add +1.2% 11,820 $1.7M
Allie Family Office LLC 0.79% Add +32.9% 11,795 $1.7M
Spire Wealth Management 0.06% Add +8.5% 11,748 $1.7M
Trinity Legacy Partners, LLC 0.38% Reduce -2.2% 11,763 $1.7M
Mraz, Amerine & Associates, Inc. 0.26% Reduce -2.2% 11,713 $1.7M
Aspiriant, LLC 0.05% Add +0.1% 11,633 $1.6M
Compound Planning, Inc. 0.05% Add +11.3% 11,628 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +0.6% 11,595 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -77.2% 11,592 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.3% 11,563 $1.6M
Glass Jacobson Investment Advisors llc 0.59% Reduce -3.2% 11,529 $1.6M
North Star Asset Management Inc. 0.07% Reduce -36.7% 11,525 $1.6M
Ballentine Partners, LLC 0.02% Reduce -3.1% 11,493 $1.6M
Lion Street Advisors, LLC 0.56% Reduce -43.8% 14,913 $1.6M
SRH Advisors, LLC 0.47% Reduce -6.6% 11,441 $1.6M
Interactive Financial Advisors, Inc. 0.87% Reduce -11.3% 11,390 $1.6M
Stratos Investment Management, LLC 0.07% Reduce -24.4% 11,371 $1.6M
Mosaic Family Wealth Partners, LLC 0.19% No change 11,374 $1.6M
Richardson Capital Management LLC 0.76% Reduce -0.2% 11,319 $1.6M
Snowden Capital Advisors LLC 0.04% Reduce -7.2% 11,283 $1.6M
Capital Group Private Client Services, Inc. 0.03% Reduce -0.6% 11,187 $1.6M
NWF Advisory Services Inc. 0.17% Add +2.2% 11,184 $1.6M
Rossmore Private Capital 0.17% Add +18.9% 11,079 $1.6M
CRA Financial Services, LLC 0.21% Add +12.0% 11,075 $1.6M
Lynx Investment Advisory 0.93% Add +15.4% 11,058 $1.6M
Fiducient Advisors LLC 0.18% No change 11,038 $1.6M
Founders Financial Securities LLC 0.11% Reduce -15.9% 11,036 $1.6M
Gateway Wealth Partners, LLC 0.21% Add +38.8% 11,002 $1.6M
Lazari Capital Management, Inc. 0.52% Add +0.1% 10,944 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Add +55.5% 10,938 $1.5M
Portland Financial Advisors Inc 3.28% No change 10,920 $1.5M
Columbus Macro, LLC 0.17% Add +0.6% 10,868 $1.5M
United Community Bank 0.47% Add +242.2% 10,851 $1.5M
Westfuller Advisors, LLC 0.69% Reduce -15.9% 10,832 $1.5M
Fulcrum Capital LLC 0.31% No change 10,765 $1.5M
Kathleen S. Wright Associates Inc. 0.56% Add +0.8% 10,664 $1.5M
John W. Brooker & Co., CPAs 3.05% Add +26.0% 10,648 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -0.3% 10,643 $1.5M
Balboa Wealth Partners 0.26% Reduce -2.1% 10,629 $1.5M
LVW Advisors, LLC 0.15% Add +15.3% 10,609 $1.5M
Tempus Wealth Planning, LLC 0.34% Reduce -13.5% 10,609 $1.5M
Ti-Trust, Inc. 0.94% No change 10,603 $1.5M
Covestor Ltd 0.82% Add +8.4% 10,593 $1.5M
Burkett Financial Services, LLC 0.51% Reduce -12.6% 10,574 $1.5M
Mark Sheptoff Financial Planning, LLC 0.71% Add +1.4% 10,514 $1.5M
Signaturefd, LLC 0.02% Reduce -3.5% 10,509 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -2.2% 10,503 $1.5M
Anchor Investment Management, LLC 0.12% Add +0.2% 10,476 $1.5M
Pennsylvania Capital Management Inc. 0.43% No change 10,441 $1.5M
Highland Financial Advisors, LLC 0.42% Add +0.0% 10,411 $1.5M
Cypress Point Wealth Management, LLC 0.30% No change 10,407 $1.5M
C M Bidwell & Associates Ltd. 0.70% Add +0.0% 10,390 $1.5M
Thomasville National Bank 0.09% Reduce -1.2% 10,383 $1.5M
Wesbanco Bank Inc. 0.04% Add +4.6% 10,368 $1.5M
Centaurus Financial, Inc. 0.07% Add +0.9% 10,355 $1.5M
Birchcreek Wealth Management, LLC 0.75% Reduce -0.9% 10,327 $1.5M
UMB Bank, n.a. 0.02% No change 10,323 $1.5M
Duncker Streett & Co. Inc. 0.25% Reduce -3.4% 10,303 $1.5M
Freestone Capital Holdings, LLC 0.04% Reduce -4.9% 10,285 $1.4M
NewEdge Wealth, LLC 0.02% Add +19.5% 10,333 $1.4M
Finward Bancorp 1.10% Add +9.5% 10,244 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -6.2% 10,235 $1.4M
Wolverine Trading, LLC 0.03% Add +19.8% 10,253 $1.4M
Westbourne Investments, Inc. 0.69% Add +9.3% 10,206 $1.4M
JT Stratford LLC 0.19% Reduce -1.1% 10,164 $1.4M
Capital Squared Financial LLC 1.24% Add +115.2% 10,117 $1.4M
Collaborative Wealth Managment Inc. 0.58% Add +0.5% 10,111 $1.4M
Claris Financial LLC 0.81% Add +0.1% 10,109 $1.4M
HBK Sorce Advisory LLC 0.04% Reduce -1.1% 10,105 $1.4M
CPA Asset Management Group, LLC 0.55% Add +14.7% 10,088 $1.4M
Royal Fund Management, LLC 0.17% Reduce -23.4% 10,070 $1.4M
Novare Capital Management LLC 0.11% Reduce -0.3% 10,068 $1.4M
Guerra Advisors Inc 0.52% Reduce -77.8% 10,052 $1.4M
Mascagni Wealth Management, Inc. 1.09% Reduce -4.0% 10,050 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -1.5% 10,005 $1.4M
Holderness Investments Co. 0.29% Reduce -3.0% 9,962 $1.4M
KFA Private Wealth Group, LLC 0.40% Reduce -6.0% 9,938 $1.4M
Fairscale Capital, LLC 0.96% Reduce -0.8% 9,909 $1.4M
PUREfi Wealth, LLC 1.07% Add +0.6% 9,883 $1.4M
Greenwich Wealth Management LLC 0.07% Add +2.1% 9,885 $1.4M
Strategic Blueprint, LLC 0.06% Reduce -1.0% 9,842 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -5.2% 9,785 $1.4M
Black Diamond Financial, LLC 0.15% Reduce -6.2% 9,693 $1.4M
Coastwise Capital Group, LLC 0.95% Add +13.8% 9,582 $1.4M
Midland Wealth Advisors, LLC 0.07% Add +33.9% 9,574 $1.3M
DF Dent & Co. Inc. 0.02% No change 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% Reduce -0.2% 9,520 $1.3M
Liberty Capital Management, Inc. 0.25% Add +28.1% 9,428 $1.3M
Great Diamond Partners, LLC 0.26% Add +25.3% 9,362 $1.3M
Klingman & Associates, LLC 0.07% No change 9,272 $1.3M
Morton Capital Management LLC 0.21% Reduce -1.0% 9,260 $1.3M
Zuckerman Investment Group, LLC 0.12% Reduce -0.3% 9,256 $1.3M
Invst, LLC 0.15% Add +10.7% 9,233 $1.3M
3Chopt Investment Partners, LLC 0.30% Reduce -2.6% 9,202 $1.3M
Magnus Financial Group LLC 0.10% Reduce -10.5% 9,188 $1.3M
Fiduciary Alliance LLC 0.09% Add +11.3% 9,184 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Add +0.4% 9,167 $1.3M
Strategic Advocates LLC 0.34% Add +0.1% 9,133 $1.3M
Tradewinds, LLC. 0.31% New 9,084 $1.3M
Alliance Wealth Advisors, LLC 0.30% New 9,054 $1.3M
Mayport, LLC 0.28% Add +0.5% 9,046 $1.3M
Retirement Planning Co of New England, Inc. 0.51% Reduce -0.7% 9,041 $1.3M
Integral Investment Advisors, Inc. 0.34% Reduce -3.2% 8,965 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Add +2.1% 8,938 $1.3M
Miramar Capital, LLC 0.28% Add +2.6% 8,905 $1.3M
LJI Wealth Management, LLC 0.22% Reduce -13.5% 8,826 $1.2M
First American Trust, FSB 0.09% Add +1.3% 8,789 $1.2M
GLOBALT Investments LLC / GA 0.04% Reduce -6.0% 8,738 $1.2M
Values Added Financial LLC 0.54% No change 8,693 $1.2M
Smith Salley Wealth Management 0.06% Add +2.4% 8,650 $1.2M
Archer Investment Corp 0.28% Reduce -1.1% 8,646 $1.2M
Wimmer Associates 1, LLC 0.58% Reduce -0.6% 8,628 $1.2M
Key Financial Inc 0.22% Reduce -0.3% 8,614 $1.2M
LongView Wealth Management 0.33% Add +19.4% 8,615 $1.2M
Faithward Advisors, LLC 0.18% Add +54.2% 8,523 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +2.0% 8,492 $1.2M
Clark Capital Management Group, Inc. 0.01% Add +47.3% 8,490 $1.2M
Valley Forge Investment Consultants Inc. Adv 0.35% Add +33.8% 8,425 $1.2M
Huntleigh Advisors, Inc. 0.20% Add +1.7% 8,425 $1.2M
Bogart Wealth, LLC 0.05% Reduce -1.1% 8,422 $1.2M
Cornerstone Wealth Group, LLC 0.08% Add +10.0% 8,383 $1.2M
Harmony Asset Management LLC 0.40% Reduce -2.5% 8,311 $1.2M
Poehling Capital Management, INC. 0.25% No change 8,276 $1.2M
Financial Advocates Investment Management 0.65% Reduce -41.8% 8,265 $1.2M
Vision Capital Management, Inc. 0.14% No change 8,254 $1.2M
Brown Financial Advisory 0.61% No change 8,250 $1.2M
SVB Wealth LLC 0.06% Add +10.0% 8,239 $1.2M
Winebrenner Capital Management LLC 0.83% Add +3.7% 8,236 $1.2M
MOKAN Wealth Management Inc. 0.58% Add +13.4% 8,187 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +13.6% 8,150 $1.1M
Vantage Investment Partners, LLC 0.08% No change 8,132 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.56% Add +14.2% 8,066 $1.1M
NorthRock Partners, LLC 0.02% Add +21.9% 8,044 $1.1M
Scott Capital Advisors, LLC 0.26% Add +0.2% 8,010 $1.1M
Willis Johnson & Associates, Inc. 0.07% Add +4.5% 8,012 $1.1M
Thrive Wealth Management, LLC 0.17% Add +0.0% 8,003 $1.1M
Curtis Advisory Group, LLC 0.25% No change 7,975 $1.1M
MBA Advisors LLC 0.48% Reduce -0.0% 7,927 $1.1M
Angeles Wealth Management, LLC 0.07% Reduce -0.6% 7,909 $1.1M
Beese Fulmer Investment Management, Inc. 0.08% Reduce -0.3% 7,893 $1.1M
Next Level Wealth Planning, LLC 0.63% Add +5.2% 7,877 $1.1M
Concord Wealth Partners 0.15% Reduce -5.2% 7,842 $1.1M
Patton Albertson Miller Group, LLC 0.13% Reduce -0.1% 7,839 $1.1M
Stonehearth Capital Management, LLC 0.43% No change 7,827 $1.1M
Moloney Securities Asset Management, LLC 0.13% Reduce -68.0% 7,782 $1.1M
Curi Capital, LLC 0.02% No change 7,780 $1.1M
Next Capital Management LLC 0.37% No change 7,778 $1.1M
Stonebridge Financial Group, LLC 0.10% Reduce -5.3% 7,771 $1.1M
Axxcess Wealth Management, LLC 0.02% Add +1.0% 7,761 $1.1M
Park National Corp. 0.03% Reduce -1.3% 7,729 $1.1M
Access Financial Services, Inc. 0.39% Reduce -34.4% 7,713 $1.1M
Tobias Financial Advisors, Inc. 0.17% Add +5.4% 7,712 $1.1M
TD Waterhouse Canada Inc. 0.01% Reduce -6.5% 7,653 $1.1M
Vista Investment Management 0.38% Add +8.3% 7,660 $1.1M
BlackRock, Inc. 0.00% Reduce -1.5% 7,654 $1.1M
Columbia River Financial Group, LLC 0.66% Add +0.6% 7,603 $1.1M
Mayflower Financial Advisors, LLC 0.13% Add +6.6% 7,594 $1.1M
Fort Sheridan Advisors LLC 0.14% Reduce -4.1% 7,575 $1.1M
LOM Asset Management Ltd 0.32% No change 7,520 $1.1M
Jackson Hole Capital Partners, LLC 0.18% No change 7,445 $1.0M
Sage Capital Advisors,llc 0.25% Add +23.5% 7,432 $1.0M
Plancorp, LLC 0.03% Reduce -6.6% 7,368 $1.0M
Optivise Advisory Services LLC 0.62% Add +64.4% 7,368 $1.0M
Aspen Grove Capital, LLC 0.17% Add +0.4% 7,346 $1.0M
Sightline Wealth Advisors, LLC 0.46% Add +20.9% 7,287 $1.0M
Southland Equity Partners LLC 0.21% Reduce -0.7% 7,266 $1.0M
Old Mission Investment Co LLC 0.25% Add +4.6% 7,233 $1.0M
Gould Asset Management LLC 0.19% Reduce -3.0% 7,215 $1.0M
River Street Advisors LLC 0.39% Reduce -0.2% 7,184 $1.0M
Compass Financial Group, INC 0.15% Reduce -5.1% 7,177 $1.0M
Leo Wealth, LLC 0.13% Reduce -50.6% 7,172 $1.0M
Fifth Third Wealth Advisors LLC 0.04% Reduce -1.4% 7,162 $1.0M
Visionary Wealth Advisors 0.05% Add +38.0% 7,159 $1.0M
NCM Capital Management, LLC 0.39% No change 7,156 $1.0M
Continuum Advisory, LLC 0.11% Reduce -0.2% 7,138 $1.0M
Greenhouse Wealth Management, LLC 0.60% Add +0.6% 7,127 $1.0M
Moran Wealth Management, LLC 0.03% Add +76.3% 7,109 $1.0M
Smith, Moore & Co. 0.08% Reduce -2.7% 7,072 $997K
Signal Advisors Wealth, LLC 0.09% Add +62.5% 7,067 $996K
American National Bank of Texas 0.94% — 7,050 $994K
Uptown Financial Advisors LLC 0.87% No change 7,049 $994K
Ackerman Capital Advisors, LLC 0.21% No change 7,039 $992K
Courage Miller Partners, LLC 0.30% Reduce -1.0% 7,038 $992K
Fragasso Financial Advisors Inc 0.06% Add +11.2% 6,994 $990K
Madison Wealth Partners, Inc 0.20% Reduce -9.2% 7,019 $989K
Kuhn & Co Investment Counsel 0.78% Reduce -58.4% 6,969 $982K
Wedbush Securities Inc. 0.03% Reduce -0.7% 6,953 $980K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.33% Add +0.1% 6,875 $979K
Condor Capital Management 0.08% Reduce -2.5% 6,928 $977K
Quartz Partners, LLC 0.35% Reduce -47.3% 6,870 $968K
Richards, Merrill & Peterson, Inc. 0.42% Add +4.6% 6,852 $966K
Florida Financial Advisors, LLC 0.30% Add +68.8% 6,825 $962K
Glenview Trust Co 0.02% Reduce -11.7% 6,798 $958K
Paces Ferry Wealth Advisors, LLC 0.40% Reduce -3.5% 6,793 $958K
Chatham Capital Group, Inc. 0.14% No change 6,791 $957K
Destination Wealth Management 0.03% Add +44.4% 6,785 $956K
Integrity Alliance, Llc. 0.04% Add +33.0% 6,768 $954K
Apollon Financial, LLC 0.16% Reduce -0.0% 6,765 $954K
Beaumont Financial Advisors, LLC 0.06% Reduce -6.6% 6,740 $950K
Steigerwald, Gordon & Koch Inc. 0.09% Reduce -2.9% 6,714 $946K
Westbourne Investment Advisors, Inc. 0.26% No change 6,700 $944K
First National Bank Sioux Falls 0.29% No change 6,691 $943K
Concord Asset Management, LLC 0.17% Reduce -19.3% 6,678 $941K
Alamar Capital Management, LLC 0.49% Reduce -4.7% 6,635 $935K
Corus Family Wealth Advisors 0.69% No change 6,627 $934K
ORBA Wealth Advisors, L.L.C. 0.77% Reduce -5.4% 6,620 $933K
Summit Trail Advisors, LLC 0.01% Add +2.0% 6,611 $932K
5T Wealth, LLC 0.40% Add +43.5% 6,572 $926K
Titleist Asset Management, LLC 0.08% Add +0.6% 6,543 $922K
ZEGA Investments, LLC 0.21% New 6,538 $922K
Sovran Advisors, LLC 0.08% Reduce -2.2% 6,492 $914K
BankPlus Trust Department 0.24% No change 6,458 $910K
TruWealth Advisors, LLC 0.05% Reduce -1.4% 6,391 $901K
First National Bank of Mount Dora, Trust Investment Services 0.20% Add +4.3% 6,368 $898K
FourThought Financial Partners, LLC 0.08% Reduce -0.1% 6,332 $893K
Insight Advisors, LLC/ PA 0.14% Reduce -0.2% 6,317 $890K
Marco Investment Management LLC 0.07% No change 6,300 $888K
Avant Financial Advisors LLC 0.67% Add +0.6% 6,291 $887K
V2 Financial group LLC 0.48% No change 6,200 $874K
Private Capital Management, LLC 0.08% Add +13.9% 6,197 $874K
Strategic Advisors LLC 0.14% Add +276.9% 6,182 $871K
GWN Securities Inc. 0.20% Reduce -45.9% 6,128 $870K
SigFig Wealth Management, LLC 0.03% Add +4.9% 6,181 $868K
Argent Trust Co 0.03% Add +3.0% 6,147 $866K
Seamount Financial Group Inc. 0.41% Add +0.3% 6,138 $865K
Cahill Financial Advisors Inc. 0.10% Reduce -6.9% 6,126 $863K
Capital Advisors, Ltd. LLC 0.10% Add +7.7% 6,108 $861K
Saxon Interests, Inc. 0.34% Add +0.1% 6,185 $861K
FOCUS Wealth Advisors, LLC 0.41% No change 6,107 $861K
Stratos Wealth Advisors, LLC 0.04% Reduce -1.7% 6,093 $859K
Wynn Capital, LLC 0.41% Add +2.9% 6,065 $855K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.0% 6,063 $855K
Register Financial Advisors LLC 0.34% No change 6,055 $853K
Welch Group, LLC 0.03% Add +2.1% 6,051 $853K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -0.4% 5,980 $843K
Tompkins Financial Corp. 0.07% Reduce -8.2% 5,974 $842K
Christensen, King & Associates Investment Services, Inc. 0.36% Reduce -0.0% 5,967 $841K
Sterling Wealth Management, Inc. 0.25% No change 5,967 $841K
Anson Capital, Inc. 0.63% Add +1.1% 5,948 $838K
Nicolet Advisory Services, LLC 0.06% Add +62.4% 5,915 $834K
Single Point Partners, LLC 0.17% Add +1.8% 5,895 $831K
Asset Dedication, LLC 0.06% Reduce -7.8% 5,875 $828K
HHM Wealth Advisors, LLC 0.10% No change 5,848 $824K
Purkiss Capital Advisors LLC 0.39% Reduce -1.7% 5,832 $822K
Valley National Advisers Inc. 0.13% Reduce -40.7% 5,839 $822K
Caldwell Trust Co 0.08% No change 5,829 $822K
Rockbridge Investment Management, LCC 0.08% Reduce -13.7% 5,787 $816K
Lee Danner & Bass Inc. 0.06% No change 5,758 $812K
Coldstream Capital Management Inc. 0.01% Reduce -42.5% 5,696 $803K
Horizon Investment Services, LLC 0.30% Add +0.1% 5,678 $800K
Heritage Trust Co 0.08% No change 5,657 $797K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -36.6% 5,652 $797K
Quest 10 Wealth Builders, Inc. 0.73% Reduce -4.3% 5,647 $796K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +0.3% 5,631 $794K
Nilsine Partners, LLC 0.07% Reduce -11.3% 5,614 $791K
Pitcairn Co. 0.06% Reduce -9.2% 5,603 $790K
Resonant Capital Advisors, LLC 0.05% No change 5,600 $789K
Richwood Investment Advisors, LLC 0.62% Reduce -0.0% 5,597 $789K
Bulwark Capital Corp 0.61% No change 5,573 $786K
Turning Point Benefit Group, Inc. 0.47% Reduce -41.2% 5,558 $784K
Archford Capital Strategies, LLC 0.09% Reduce -6.3% 5,562 $784K
American State Bank (Iowa) 0.39% No change 5,473 $771K
Capital Planning Advisors, LLC 0.11% No change 5,437 $766K
Taylor & Morgan Wealth Management, LLC 0.47% Add +0.5% 5,432 $766K
Modern Wealth Management, LLC 0.02% Reduce -1.3% 5,413 $763K
WoodTrust Financial Corp 0.09% New 5,411 $763K
WNY Asset Management, LLC 0.07% Add +0.4% 5,399 $761K
Gradient Capital Advisors, LLC 0.20% Reduce -5.0% 5,372 $757K
Becker Capital Management Inc. 0.02% Reduce -3.4% 5,356 $755K
Detalus Advisors, LLC 0.20% Add +1.6% 5,350 $754K
Mathes Company, Inc. 0.27% Reduce -3.9% 5,350 $754K
BG Investment Services, LLC 0.74% Add +67.6% 5,341 $753K
LaFleur & Godfrey LLC 0.09% Add +0.8% 5,322 $750K
Clear Creek Financial Management, LLC 0.07% Add +6.8% 5,320 $750K
Garde Capital, Inc. 0.04% Reduce -16.8% 5,305 $748K
First Command Advisory Services, Inc. 0.01% Add +6.5% 5,286 $745K
Summit Wealth Group, LLC 0.18% No change 5,261 $742K
Geneva Partners, LLC 0.27% Reduce -8.5% 5,243 $739K
Elevate Wealth Advisory, Inc. 0.54% Add +0.7% 5,234 $738K
Krilogy Financial LLC 0.03% New 5,235 $732K
Fingerlakes Wealth Management, Inc. 0.48% Add +0.1% 5,176 $730K
McAlister, Sweet & Associates, Inc. 0.48% Add +5.6% 5,176 $730K
Bragg Financial Advisors, Inc 0.02% Reduce -8.1% 5,175 $729K
FLC Capital Advisors 0.14% No change 5,167 $728K
Flow Traders U.S. LLC 0.03% New 5,150 $726K
Community Trust & Investment Co. 0.04% Reduce -1.9% 5,141 $725K
Aaron Wealth Advisors LLC 0.04% Add +4.4% 5,103 $719K
Facet Wealth, Inc. 0.01% Add +7.6% 5,103 $719K
Edge Financial Advisors LLC 0.32% Reduce -1.1% 5,086 $717K
Breakthru Advisory Services, LLC 0.47% New 5,077 $716K
Belpointe Asset Management LLC 0.03% Add +4.2% 5,042 $711K
First Citizens Asset Management, Inc. 0.25% Add +7.8% 5,039 $710K
Aerodigm Wealth, LLC 0.30% New 5,031 $710K
Cahaba Wealth Management, Inc. 0.05% Reduce -7.0% 5,035 $710K
Advance Capital Management, Inc. 0.03% Add +0.2% 4,967 $700K
Mayfair Advisory Group, LLC 0.30% Add +1.3% 4,933 $695K
MV Capital Management, Inc. 0.07% No change 4,912 $692K
Arbor Wealth Advisors LLC 0.52% No change 4,909 $692K
LifeWealth Investments, LLC 0.23% Add +1.4% 4,903 $691K
New Republic Capital, LLC 0.21% Add +18.0% 4,895 $690K
Invictus Private Wealth, LLC 0.04% Reduce -2.1% 4,893 $690K
San Luis Wealth Advisors LLC 0.12% Add +1.1% 4,889 $689K
Bravias Capital Group, LLC 0.46% New 4,877 $687K
Pittenger & Anderson Inc. 0.03% No change 4,864 $686K
Meridian Management Co. 0.18% No change 4,855 $684K
Bfsg, LLC 0.07% Add +3.1% 4,832 $681K
Mustard Seed Financial, LLC 0.44% Add +42.7% 4,827 $680K
Wetzel Investment Advisors, Inc. 0.29% Reduce -3.5% 4,815 $679K
CM Wealth Advisors LLC 0.18% No change 4,805 $677K
Aldebaran Financial Inc. 0.68% Reduce -0.6% 4,800 $677K
Cedar Wealth Management, LLC 0.21% No change 4,798 $676K
Barry Investment Advisors, LLC 0.16% No change 4,794 $676K
RHS Financial, LLC 0.35% Reduce -3.8% 4,782 $674K
Van Hulzen Asset Management, LLC 0.05% Reduce -3.2% 4,779 $674K
Meridian Financial Advisors, LLC 0.38% Add +3.7% 4,769 $672K
Moller Wealth Partners 0.14% Reduce -20.8% 4,763 $671K
Jacobi Capital Management LLC 0.04% Reduce -0.3% 4,747 $669K
Alpine Bank Wealth Management 0.09% No change 4,741 $668K
Boston Family Office LLC 0.04% No change 4,740 $668K
Foster Victor Wealth Advisors, LLC 0.04% Add +98.9% 4,663 $660K
HRT Financial LP 0.00% New 4,679 $659K
Equity Wealth Partners, LLC 0.53% — 4,675 $659K
Sandbox Financial Partners, LLC 0.19% Add +1.9% 4,661 $657K
Moneco Advisors, LLC 0.05% Add +1.4% 4,661 $657K
Winthrop Advisory Group LLC 0.06% Reduce -34.5% 4,659 $657K
Quadrant Private Wealth Management, LLC 0.12% Add +18.7% 4,639 $654K
SeaCrest Wealth Management, LLC 0.07% Add +0.3% 4,617 $652K
Keystone Wealth Services, LLC 0.14% Reduce -1.3% 4,602 $649K
Hirtle & Co., LLC 0.03% Reduce -3.8% 4,582 $646K
Russell Investments Group, Ltd. 0.00% Add +30.1% 4,579 $645K
NTV Asset Management LLC 0.07% Add +71.1% 4,578 $645K
Ade, LLC 0.33% Reduce -0.7% 4,574 $645K
Mason Investment Advisory Services, Inc. 0.03% Reduce -7.6% 4,563 $643K
Fusion Capital, LLC 0.19% Add +6.3% 4,567 $642K
First National Advisers, LLC 0.09% Reduce -22.7% 4,544 $640K
XY Planning Network, Inc. 0.22% No change 4,803 $640K
Quadrant Capital Group LLC 0.02% No change 4,541 $640K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -4.2% 4,531 $639K
Hubbell Strickland Wealth Management, LLC 0.26% Reduce -5.0% 4,503 $635K
Quotient Wealth Partners, LLC 0.02% Reduce -4.6% 4,499 $634K
Libra Wealth LLC 0.19% No change 4,496 $634K
Summit Wealth & Retirement Planning, Inc. 0.16% No change 4,486 $632K
CFS Investment Advisory Services, LLC 0.05% Add +0.2% 4,449 $630K
Covenant Asset Management, LLC 0.12% No change 4,461 $629K
Sax Wealth Advisors, LLC 0.03% Reduce -12.3% 4,460 $629K
Brio Consultants, LLC 0.09% Reduce -2.2% 4,436 $625K
TrueWealth Advisors, LLC 0.17% No change 4,412 $622K
Wealth Alliance, LLC 0.06% Add +0.1% 4,402 $620K
Wealthstar Advisors, LLC 0.24% Add +0.1% 4,390 $619K
Frisch Financial Group, Inc. 0.14% Add +0.1% 4,389 $619K
Tanglewood Legacy Advisors, LLC 0.24% Reduce -2.3% 4,383 $618K
Heritage Financial Services, LLC 0.06% Add +149.9% 4,370 $616K
SWS Partners 0.15% Reduce -0.2% 4,368 $616K
Ipsen Advisor Group LLC 0.44% Reduce -7.1% 4,365 $615K
Two Sigma Securities, LLC 0.09% New 4,359 $614K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.4% 4,350 $613K
American Financial Advisors, LLC 0.08% Add +0.6% 4,331 $610K
ICONIQ Capital, LLC 0.01% No change 4,330 $610K
Cutler Investment Counsel LLC 0.06% No change 4,310 $607K
FSM Wealth Advisors, LLC 0.09% Add +17.3% 4,307 $607K
Golden State Wealth Management, LLC 0.07% Add +0.7% 4,301 $606K
ProVise Management Group, LLC 0.04% Add +0.1% 4,264 $601K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -35.5% 4,249 $599K
Charis Legacy Partners, LLC 0.89% No change 4,237 $597K
Scott & Selber, Inc. 0.15% Add +10.5% 4,237 $597K
Verum Partners LLC 0.13% Reduce -29.1% 4,236 $597K
SouthState Bank Corp 0.03% Reduce -22.5% 4,231 $596K
Soltis Investment Advisors LLC 0.04% Add +120.7% 4,225 $596K
Brookwood Investment Group LLC 0.08% Add +12.7% 4,220 $595K
Marshall Financial Group Inc. 0.16% Reduce -1.6% 4,203 $592K
Hengehold Capital Management LLC 0.05% Add +0.0% 4,182 $589K
Sage Mountain Advisors LLC 0.03% Add +92.6% 4,180 $589K
Obsidian Personal Planning Solutions LLC 0.20% No change 4,179 $587K
First Citizens Investor Services, Inc. 0.23% — 4,159 $586K
Whalerock Point Partners, LLC 0.12% No change 4,158 $586K
MWA Asset Management 0.32% Add +0.1% 4,158 $586K
Altfest L J & Co. Inc. 0.07% Reduce -6.6% 4,151 $585K
Hantz Financial Services, Inc. 0.01% New 4,151 $585K
First Heartland Consultants, Inc. 0.05% Reduce -8.2% 4,116 $580K
Brown, Lisle/Cummings, Inc. 0.15% No change 4,110 $579K
Empower Advisory Group, LLC 0.00% Add +7.2% 4,109 $579K
Mitchell McLeod Pugh & Williams Inc. 0.09% Add +0.6% 4,076 $578K
TD Asset Management Inc 0.00% No change 4,100 $578K
SOL Capital Management CO 0.05% Reduce -12.2% 4,084 $576K
Paladin Advisory Group, LLC 0.45% No change 4,073 $574K
SOA Wealth Advisors, LLC. 0.09% Add +21.7% 4,058 $572K
Triumph Capital Management 0.15% Add +3.0% 4,056 $572K
Colonial Trust Co / SC 0.08% Reduce -0.1% 4,050 $571K
Allegheny Financial Group 0.11% Add +18.4% 4,040 $570K
Mosaic Financial Group, LLC 0.40% Add +29.4% 4,006 $565K
Northeast Investment Management 0.02% No change 4,004 $564K
Next Level Private LLC 0.16% Reduce -0.9% 3,992 $564K
Summa Corp. 0.25% No change 4,000 $564K
KG Capital Management 0.15% Reduce -7.3% 3,996 $563K
BNP Paribas Financial Markets 0.00% Add +31.1% 3,984 $562K
Pure Financial Advisors, LLC 0.01% Add +45.7% 3,980 $561K
Advisory Alpha, LLC 0.02% Reduce -16.4% 3,972 $560K
Bay Rivers Group 0.24% Add +0.6% 3,968 $559K
Commonwealth Retirement Investments LLC 0.19% Reduce -12.2% 3,963 $559K
S.A. Mason LLC 0.24% No change 3,938 $555K
Private Client Services, LLC 0.19% Reduce -7.3% 3,935 $555K
Essential Partners LLC 0.18% Reduce -1.3% 3,915 $552K
GM Advisory Group, LLC 0.02% Add +7.2% 3,913 $552K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.2% 3,911 $551K
Fifth Third Securities, Inc. 0.04% Add +5.3% 3,910 $551K
Clark Asset Management, LLC 0.06% Add +68.4% 3,891 $548K
TCI Wealth Advisors, Inc. 0.03% Add +26.6% 3,884 $548K
Fortitude Advisory Group L.L.C. 0.29% Reduce -1.7% 3,878 $547K
Wealth Effects LLC 0.17% Reduce -0.4% 3,848 $542K
Tower View Wealth Management LLC 0.28% Reduce -4.9% 3,844 $542K
Carnegie Lake Advisors LLC 0.21% Reduce -5.0% 3,838 $541K
United Advisor Group, LLC 0.07% Add +71.7% 3,833 $540K
Keystone Global Partners, LLC 0.27% Reduce -0.9% 3,813 $537K
Mitchell Sinkler & Starr 0.24% No change 3,810 $537K
Dentgroup LLC 0.35% No change 3,803 $536K
Logan Capital Management Inc. 0.02% No change 3,800 $536K
Sonora Investment Management Group, LLC 0.04% Add +4.1% 3,778 $532K
Obsidian Cio, LLC 0.07% Reduce -0.4% 3,777 $532K
LCNB Corp. 0.19% No change 3,770 $531K
FSB Premier Wealth Management, Inc. 0.17% Add +8.2% 3,770 $531K
Aspen Wealth Management LLC 0.12% Reduce -4.3% 3,766 $531K
American Institute for Advanced Investment Management, LLP 0.35% No change 3,765 $531K
Integris Wealth Management, LLC 0.13% No change 3,763 $530K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.4% 3,737 $527K
Reliant Investment Partners, LLC 0.41% No change 3,713 $526K
Aft, Forsyth & Company, Inc. 0.25% Add +0.2% 3,719 $524K
GenTrust, LLC 0.02% No change 3,716 $524K
Legacy Edge Advisors, LLC 0.06% Add +16.0% 3,713 $523K
Vantage Financial Partners, LLC 0.11% Reduce -2.6% 3,710 $523K
Cassaday & Co Wealth Management LLC 0.01% Add +4.0% 3,710 $523K
Heritage Family Offices, LLP 0.24% No change 3,708 $523K
Norden Group LLC 0.05% Add +5.9% 3,702 $522K
Elgethun Capital Management 0.09% No change 3,700 $521K
Semus Wealth Partners LLC 0.29% Add +8.0% 3,693 $521K
Teamwork Financial Advisors, LLC 0.06% Reduce -2.8% 3,692 $520K
McAdam, LLC 0.03% Add +2.0% 3,692 $520K
Hurlow Wealth Management Group, Inc. 0.13% No change 3,677 $518K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.0% 3,675 $518K
Provenance Wealth Advisors, LLC 0.07% No change 3,653 $515K
Madrona Financial Services, LLC 0.11% Reduce -0.6% 3,645 $514K
Ledyard National Bank 0.05% No change 3,643 $513K
Syntegra Private Wealth Group, LLC 0.05% No change 3,600 $507K
Heritage Wealth Advisors 0.02% Reduce -0.4% 3,597 $507K
Blue Fin Capital, Inc. 0.08% No change 3,593 $506K
Sage Financial Group Inc. 0.03% Add +2.0% 3,580 $505K
Security National Bank 0.08% No change 3,571 $503K
Curbstone Financial Management Corp 0.10% No change 3,550 $500K
Laraway Financial Advisors Inc 0.34% Add +18.8% 3,548 $500K
Redmont Wealth Advisors LLC 0.69% Reduce -52.5% 3,529 $497K
Manuka Financial, LLC 0.31% Add +0.1% 3,527 $497K
Headlands Technologies LLC 0.04% New 3,518 $496K
Waterfront Wealth Inc. 0.10% Reduce -1.9% 3,526 $496K
Emergent Wealth Advisors, LLC 0.29% Add +1.1% 3,505 $494K
Hilltop Holdings Inc. 0.03% Reduce -1.6% 3,503 $494K
Friday Financial 0.21% No change 3,499 $493K
Altrius Capital Management Inc 0.11% New 3,490 $492K
Simmons Bank 0.03% No change 3,475 $490K
Atlantic Union Bankshares Corp 0.01% Add +468.7% 3,475 $490K
Willner & Heller, LLC 0.38% Reduce -1.4% 3,465 $488K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -2.8% 3,461 $488K
Arkfeld Wealth Strategies, L.L.C. 0.18% Add +0.5% 3,444 $488K
Montag A & Associates Inc. 0.02% No change 3,455 $487K
Retirement Income Solutions, Inc. 0.08% No change 3,444 $485K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $484K
Cornerstone Financial Group, LLC 0.37% Reduce -15.3% 3,427 $483K
First National Bank of Omaha 0.03% New 3,426 $483K
FWG Holdings, LLC 0.21% Add +0.1% 3,413 $483K
KOM Wealth Management Group, LLC 0.36% Add +0.5% 3,422 $482K
PDS Planning, Inc 0.03% Reduce -17.8% 3,421 $482K
Rede Wealth, LLC 0.38% New 3,407 $480K
Eagle Bay Advisors LLC 0.38% No change 3,407 $480K
Ames National Corp. 0.28% No change 3,400 $479K
Naples Global Advisors, LLC 0.04% New 3,400 $479K
Realta Investment Advisors 0.16% Add +46.2% 3,396 $479K
Peddock Capital Advisors, LLC 0.10% Add +2.4% 3,396 $479K
BSW Wealth Partners 0.06% No change 3,391 $478K
Canandaigua National Bank & Trust Co. 0.04% No change 3,383 $477K
Daiwa Securities Group Inc. 0.00% Reduce -1.2% 3,374 $476K
St Germain D J Co. Inc. 0.02% Add +713.3% 3,375 $476K
River Wealth Advisors LLC 0.06% No change 3,357 $473K
GDS Wealth Management 0.03% Add +80.7% 3,348 $472K
Old Second National Bank of Aurora 0.10% Reduce -9.7% 3,330 $469K
Passive Capital Management, LLC. 0.15% No change 3,326 $469K
Maltin Wealth Management, Inc. 0.19% Add +0.4% 3,311 $467K
Sound Income Strategies, LLC 0.03% Reduce -4.7% 3,323 $466K
Steph & Co. 0.14% No change 3,300 $465K
Blue Trust, Inc. 0.01% Add +12.7% 3,288 $463K
Bokf, NA 0.01% Reduce -3.5% 3,283 $463K
Weitzel Financial Services, Inc. 0.19% Reduce -0.1% 3,305 $461K
Wisconsin Wealth Advisors, LLC 0.44% Add +56.5% 3,269 $461K
Greenleaf Trust 0.00% Add +2.1% 3,267 $460K
AlphaCore Capital LLC 0.02% Reduce -3.4% 3,262 $460K
Mitchell & Pahl Private Wealth, LLC 0.19% No change 3,256 $459K
Astoria Portfolio Advisors LLC. 0.12% Add +0.3% 3,247 $459K
Financial Network Wealth Advisors LLC 0.50% Add +9.6% 3,252 $458K
Syverson Strege & Co 0.11% Add +0.6% 3,238 $456K
Northern Financial Advisors Inc 0.24% New 3,230 $455K
Shulman DeMeo Asset Management LLC 0.10% Reduce -0.6% 3,224 $454K
Tennessee Valley Asset Management Partners 0.06% Add +47.0% 3,219 $454K
Vannoy Advisory Group, Inc. 0.30% No change 3,219 $454K
Cascade Investment Advisors, Inc. 0.27% No change 3,215 $453K
Alpine Woods Capital Investors, LLC 0.10% No change 3,200 $451K
First Foundation Advisors 0.02% No change 3,193 $450K
L. Roy Papp & Associates, LLP 0.05% Add +10.4% 3,191 $450K
Sandy Cove Advisors, LLC 0.14% Add +15.8% 3,186 $449K
Trellis Wealth Advisors LLC 0.18% Add +0.6% 3,178 $448K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 3,168 $446K
Main Management LLC 0.03% No change 3,166 $446K
LexAurum Advisors, LLC 0.06% Reduce -0.4% 3,157 $445K
CWA Asset Management Group, LLC 0.02% Add +2.4% 3,155 $445K
Team Financial Group, LLC 0.21% Reduce -16.9% 3,147 $444K
Kirkwood Financial Services 0.16% — 3,144 $443K
Comprehensive Financial Planning, Inc. 0.30% Add +0.6% 3,142 $443K
Castle Wealth Management LLC 0.15% Reduce -4.5% 3,134 $442K
MBE Wealth Management, LLC 0.19% Reduce -4.3% 3,124 $440K
Dahring | Cusmano LLC 0.32% Add +0.5% 3,122 $440K
Roberts Glore & Co. Inc. 0.12% Add +6.8% 3,118 $439K
Wescott Financial Advisory Group, LLC 0.04% Reduce -5.1% 3,108 $438K
Barrett & Company, Inc. 0.15% No change 3,075 $433K
Pennington Partners & Co., LLC 0.21% No change 3,073 $433K
Premier Path Wealth Partners, LLC 0.06% Reduce -1.7% 3,054 $430K
Novak & Powell Financial Services, Inc. 0.23% Add +0.5% 3,051 $430K
GPS Wealth Strategies Group, LLC 0.05% Add +9.5% 3,041 $429K
Kagan Cocozza Asset Management 0.32% Reduce -34.1% 3,039 $428K
Cascade Wealth Advisors, Inc 0.21% Add +0.1% 3,032 $428K
Van Den Berg Management I, Inc. 0.11% Reduce -8.2% 3,032 $427K
Plante Moran Financial Advisors, LLC 0.03% Reduce -15.3% 3,032 $427K
Aua Capital Management, LLC 0.24% No change 3,015 $425K
G2 Capital Management, LLC / Oh 0.11% Reduce -29.6% 3,015 $425K
Disciplined Investments, LLC 0.17% Add +0.1% 3,003 $423K
Forum Financial Management, LP 0.01% Add +10.7% 3,002 $423K
Tudor Financial Inc. 0.22% No change 3,001 $423K
Trust Co. of Toledo NA 0.04% No change 3,000 $423K
Unconventional Investor, LLC 0.21% No change 2,989 $421K
L.K. Benson & Company, P.C. 0.23% Add +3.9% 2,981 $420K
Ingalls & Snyder LLC 0.01% No change 2,960 $417K
Saxony Capital Management, LLC 0.27% Add +1.5% 2,947 $415K
Journey Advisory Group, LLC 0.03% Reduce -5.3% 2,938 $414K
Boston Trust Walden Corp 0.00% New 2,935 $414K
Raffa Wealth Management, LLC 0.07% Reduce -0.5% 2,931 $413K
West Branch Capital LLC 0.11% Reduce -7.0% 2,927 $413K
Park Edge Advisors, LLC 0.10% No change 2,925 $412K
Fortis Capital Advisors, LLC 0.07% Add +7.5% 2,919 $411K
Ehrlich Financial Group 0.24% Reduce -7.8% 2,905 $409K
New England Professional Planning Group Inc. 0.19% No change 2,903 $409K
Resurgent Financial Advisors LLC 0.20% Reduce -1.3% 2,895 $408K
Triad Wealth Partners, LLC 0.05% Add +58.0% 2,892 $408K
Wealth Preservation Advisors, LLC 0.24% No change 2,888 $407K
Mystic Asset Management, Inc. 0.09% Add +7.9% 2,888 $407K
Milestone Asset Management Group, LLC 0.26% Add +1.3% 2,888 $407K
Slagle Financial, LLC 0.15% Reduce -1.6% 2,888 $407K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.1% 2,875 $405K
Constant Guidance Financial LLC 0.32% Reduce -43.3% 2,873 $405K
Ameriflex Group, Inc. 0.15% Reduce -63.9% 2,872 $405K
Stephens Consulting, LLC 0.14% Reduce -4.4% 2,869 $404K
Peak Retirement Planning, Inc. 0.11% Add +10.8% 2,866 $404K
Dravo Bay LLC 0.18% Reduce -1.9% 2,864 $404K
Balanced Wealth Group LLC 0.18% No change 2,995 $403K
Breakwater Capital Group 0.06% Add +1.3% 2,858 $403K
Trek Financial, LLC 0.02% No change 2,855 $402K
BCS Wealth Management 0.09% No change 2,854 $402K
Clarity Wealth Advisors, LLC 0.09% No change 2,848 $401K
Westmount Partners, LLC 0.10% Add +0.5% 2,844 $401K
Per Stirling Capital Management, LLC. 0.05% Add +0.6% 2,842 $401K
Capital Asset Advisory Services LLC 0.02% Add +10.8% 2,832 $399K
Garden State Investment Advisory Services LLC 0.10% Reduce -50.2% 2,821 $398K
Morris Financial Concepts, Inc. 0.14% No change 2,817 $397K
Lantern Wealth Advisors, LLC 0.21% New 2,811 $396K
Briaud Financial Planning Inc 0.13% Add +27980.0% 2,808 $396K
Semitam Bonam LLC 0.35% No change 2,797 $394K
Oregon Pacific Wealth Management, LLC 0.34% Reduce -0.5% 2,789 $393K
Newport Capital Group, LLC 0.25% No change 2,780 $392K
CIBC Asset Management Inc 0.00% No change 2,735 $385K
Gradient Investments LLC 0.01% New 2,728 $385K
Olde Wealth Management, LLC 0.12% — 2,728 $384K
Willow Creek Wealth Management Inc. 0.03% New 2,723 $384K
Chemistry Wealth Management LLC 0.07% No change 2,701 $381K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.6% 2,694 $380K
Kraft, Davis & Associates, LLC 0.09% Add +0.1% 2,682 $379K
FWG Investments, LLC. 0.26% Reduce -52.1% 2,681 $378K
Cheviot Value Management, LLC 0.04% No change 2,662 $378K
Brightwater Advisory LLC 0.26% Reduce -1.2% 2,674 $377K
Jefferies Financial Group Inc. 0.00% Reduce -59.4% 2,674 $377K
Veridan Wealth LLC 0.13% — 2,673 $377K
Texas Yale Capital Corp. 0.01% Add +1.1% 2,668 $376K
Strategic Financial Concepts, LLC 0.05% Add +0.4% 2,667 $376K
Exchange Bank 0.26% Add +3.5% 2,666 $376K
Calamos Wealth Management LLC 0.01% Add +1.9% 2,662 $375K
Latitude Advisors, LLC 0.17% Add +24.3% 2,660 $375K
HMV Wealth Advisors, LLC 0.21% No change 2,650 $374K
Sage Capital Management, LLC 0.17% Add +0.6% 2,649 $373K
Texas Bank & Trust Co 0.14% No change 2,646 $373K
Strategic Wealth Investment Group, LLC 0.03% Add +2468.0% 2,645 $373K
Cannell & Spears LLC 0.01% Reduce -5.0% 2,644 $373K
NBT Bank, N.A. 0.02% No change 2,642 $372K
MilWealth Group LLC 0.09% No change 2,633 $371K
PBMares Wealth Management LLC 0.06% Reduce -20.8% 2,615 $369K
Calton & Associates, Inc. 0.06% Add +11.5% 2,611 $368K
Heritage Wealth Management, Inc. 0.11% Reduce -0.3% 2,611 $368K
Mezzasalma Advisors, LLC 0.09% Reduce -1.3% 2,606 $367K
Principia Wealth Advisory, LLC 0.26% Add +8.0% 2,603 $367K
Capital Investment Counsel, LLC 0.05% New 2,600 $366K
First Wilshire Securities Management Inc. 0.10% No change 2,600 $366K
Johnson Bixby & Associates, LLC 0.05% Reduce -4.5% 2,567 $362K
HRC Wealth Management, LLC 0.18% Add +16.6% 2,561 $361K
Marquette Asset Management, LLC 0.06% Add +325.8% 2,555 $360K
Clearview Wealth Advisors LLC 0.23% No change 2,550 $359K
Redwood Investment Management, LLC 0.04% Add +14.4% 2,539 $358K
Vista Capital Partners, Inc. 0.04% No change 2,540 $358K
Canal Capital Management, LLC 0.05% Add +0.6% 2,529 $357K
Optima Capital LLC 0.17% Add +10.5% 2,528 $356K
Legacy Private Trust Co. 0.02% Reduce -16.2% 2,527 $356K
Cathy Pareto & Associates, Inc. 0.27% Add +5.5% 2,526 $356K
Wealth Management Strategies, Inc. 0.18% Reduce -0.9% 2,521 $355K
Prairie Wealth Advisors, Inc. 0.15% No change 2,521 $355K
UNIVEST FINANCIAL Corp 0.02% Reduce -38.1% 2,517 $355K
FSA Investment Group, LLC 0.22% Add +0.6% 2,514 $355K
Painted Porch Advisors LLC 0.14% New 2,513 $354K
Berkshire Asset Management LLC 0.02% No change 2,512 $354K
Global Financial Private Client, LLC 0.13% Reduce -5.9% 2,511 $354K
Stevens Capital Partners 0.11% Reduce -16.3% 2,500 $352K
American Money Management, LLC 0.06% Add +0.0% 2,466 $348K
Kanawha Capital Management LLC 0.02% Reduce -9.1% 2,465 $347K
Rodgers & Associates, LTD 0.04% Reduce -7.0% 2,462 $347K
Sterling Investment Counsel, LLC 0.11% New 2,455 $346K
Selective Wealth Management, Inc. 0.11% New 2,451 $346K
Paragon Private Wealth Management, LLC 0.11% No change 2,452 $346K
Index Fund Advisors, Inc. 0.02% No change 2,440 $344K
Wealth Architects, LLC 0.03% No change 2,436 $343K
Hikari Power Ltd 0.03% No change 2,430 $343K
Goelzer Investment Management, Inc. 0.02% No change 2,431 $343K
Channel Wealth LLC 0.09% Reduce -8.8% 2,424 $342K
Olistico Wealth, LLC 0.18% No change 2,415 $340K
Global Trust Asset Management, LLC 0.15% Reduce -9.8% 2,411 $340K
Retirement Planning Group, LLC / NY 0.25% Add +23.6% 2,408 $339K
Portside Wealth Group, LLC 0.05% Reduce -1.0% 2,408 $339K
Fulton Breakefield Broenniman LLC 0.02% New 2,407 $339K
Twelve Points Wealth Management LLC 0.08% Reduce -17.3% 2,405 $339K
Institute for Wealth Management, LLC. 0.04% Add +0.7% 2,404 $339K
Hollencrest Capital Management 0.01% Reduce -0.1% 2,400 $338K
Steinberganna Wealth Management 0.16% — 2,390 $337K
Zacks Investment Management 0.00% Reduce -11.0% 2,388 $337K
Element Wealth, LLC 0.15% Add +30.9% 2,387 $336K
Firestone Capital Management 0.07% Add +0.5% 2,381 $336K
Aviance Capital Partners, LLC 0.04% No change 2,377 $335K
Elevated Capital Advisors, LLC 0.08% Add +15.9% 2,357 $332K
Prosperity Consulting Group, LLC 0.02% Reduce -28.1% 2,357 $332K
Qube Research & Technologies Ltd 0.00% Reduce -35.6% 2,356 $332K
J2 Capital Management Inc 0.25% No change 2,348 $331K
Rezny Wealth Management, Inc. 0.07% No change 2,330 $328K
Agate Pass Investment Management, LLC 0.12% No change 2,328 $328K
Appleton Partners Inc. 0.02% No change 2,330 $328K
Patten & Patten Inc. 0.02% Reduce -1.0% 2,315 $326K
Godsey & Gibb, Inc. 0.03% No change 2,310 $326K
RMR Capital Management, LLC 0.23% Add +10.7% 2,305 $325K
Advus Financial Partners, LLC 0.08% Add +0.5% 2,301 $324K
Client 1ST Advisory Group, LLC 0.11% Reduce -0.8% 2,293 $323K
Charles Schwab Trust Co 0.02% No change 2,291 $323K
1776 Wealth LLC 0.12% Reduce -2.2% 2,270 $320K
Keebeck Wealth Management 0.04% Reduce -25.9% 2,270 $320K
Davis R M Inc. 0.01% No change 2,270 $320K
A4 Wealth Advisors LLC 0.27% — 2,267 $319K
MMBG Investment Advisors Co. 0.03% No change 2,260 $319K
Stillwater Wealth Management Group 0.22% — 2,247 $317K
Rothschild Wealth LLC 0.07% Reduce -0.0% 2,242 $316K
Cardinal Point Capital Management ULC 0.02% Add +4.6% 2,263 $316K
Fortis Group Advisors, LLC 0.05% No change 2,240 $316K
Private Wealth Asset Management, LLC 0.04% No change 2,237 $315K
Princeton Global Asset Management LLC 0.05% Add +0.0% 2,226 $314K
Evercore Wealth Management, LLC 0.00% No change 2,223 $313K
LMG Wealth Partners, LLC 0.06% New 2,220 $313K
QRG Capital Management, Inc. 0.00% Reduce -81.5% 2,219 $313K
Market Street Wealth Management Advisors LLC 0.05% No change 2,203 $311K
Blue Sky Capital Consultants Group, Inc. 0.14% No change 2,200 $310K
WESPAC Advisors, LLC 0.18% Add +0.1% 2,199 $310K
Brick & Kyle, Associates 0.11% Add +0.1% 2,193 $309K
Copia Wealth Management 0.23% Reduce -4.2% 2,192 $309K
Keystone Financial Planning, Inc. 0.09% No change 2,184 $308K
Holistic Financial Partners 0.13% No change 2,183 $308K
Chemung Canal Trust Co. 0.06% Reduce -3.2% 2,172 $306K
Gray Private Wealth, LLC 0.15% Reduce -1.1% 2,172 $306K
USAdvisors Wealth Management, LLC 0.11% Add +0.6% 2,175 $306K
Armbruster Capital Management, Inc. 0.05% No change 2,165 $305K
SFG Wealth Management, LLC. 0.13% No change 2,150 $303K
BLB&B Advisors, LLC 0.01% Add +39.0% 2,144 $302K
Marshall & Sterling Wealth Advisors Inc. 0.19% Add +0.6% 2,137 $301K
Journey Strategic Wealth LLC 0.01% Reduce -0.8% 2,134 $301K
Phillips Wealth Planners LLC 0.25% Reduce -7.5% 2,129 $301K
Capital Advisory Group Advisory Services, LLC 0.09% No change 2,127 $300K
Intrua Financial, LLC 0.04% Add +25.1% 2,125 $299K
Hudock, Inc. 0.05% Add +0.2% 2,120 $299K
Strategic Financial Partners, Ltd. 0.14% Reduce -6.6% 2,120 $299K
WMG Financial Advisors, LLC 0.10% No change 2,119 $299K
Eastern Bank 0.01% Reduce -12.3% 2,118 $299K
Moss Adams Wealth Advisors LLC 0.02% New 2,113 $298K
Blodgett Wealth Advisors, LLC 0.20% No change 2,107 $297K
Maxele Advisors, LLC 0.26% Reduce -11.0% 2,107 $297K
Winch Advisory Services, LLC 0.07% Add +8.1% 2,104 $297K
RIA Advisory Group LLC 0.08% Add +0.2% 2,102 $296K
Lake Street Private Wealth, LLC 0.04% Add +1.9% 2,098 $296K
Csenge Advisory Group 0.01% New 2,095 $295K
Greenline Partners, LLC 0.04% Add +0.1% 2,094 $295K
TFC Financial Management, Inc. 0.04% Add +2.5% 2,088 $294K
Stonegate Investment Group, LLC 0.01% No change 2,087 $294K
Planning Directions Inc. 0.15% Add +23.2% 2,084 $294K
Tucker Asset Management LLC 0.09% Add +10.0% 2,076 $293K
Aspen Investment Management Inc 0.11% No change 2,075 $292K
Diversified Enterprises, LLC 0.02% New 2,070 $292K
Bluespring Wealth Management, LLC 0.03% Add +0.3% 2,067 $291K
Innovative Wealth Building LLC 0.23% Add +12.7% 2,061 $290K
Creekmur Asset Management LLC 0.05% Reduce -13.1% 2,042 $288K
Leigh Baldwin & Co., LLC 0.16% No change 2,033 $287K
West Michigan Advisors, LLC 0.07% Reduce -11.3% 2,028 $286K
Apriem Advisors 0.03% Reduce -14.3% 2,027 $286K
Leading Edge Financial Planning LLC 0.07% No change 2,015 $284K
MY Wealth Management Inc. 0.25% No change 2,014 $284K
Watts Gwilliam & Co., LLC 0.05% No change 2,011 $283K
Bank Ozk 0.10% No change 2,010 $283K
Revisor Wealth Management LLC 0.10% No change 2,019 $283K
Birch Hill Investment Advisors LLC 0.01% No change 2,005 $283K
Catalyst Private Wealth, LLC 0.12% No change 2,002 $282K
Avalon Capital Management 0.07% Add +0.6% 2,001 $282K
Grandfield & Dodd, LLC 0.02% No change 1,994 $281K
PFC Capital Group, Inc. 0.12% Reduce -1.9% 2,000 $281K
Caitlin John, LLC 0.20% Add +0.2% 1,988 $280K
Weik Capital Management 0.10% No change 1,975 $278K
Campbell Deegan Wealth Management, LLC 0.25% Add +0.6% 1,968 $277K
Dover Advisors, LLC 0.11% Reduce -1.4% 1,967 $277K
Millstone Evans Group, LLC 0.18% Add +118.6% 1,963 $277K
Center for Financial Planning, Inc. 0.03% Add +25.9% 1,961 $276K
Legacy Financial Group LLC 0.04% No change 1,943 $274K
Nemes Rush Group LLC 0.03% Add +0.8% 1,940 $273K
Siligmueller & Norvid Wealth Advisors LLC 0.12% Reduce -61.0% 1,938 $273K
ARS Wealth Advisors Group, LLC 0.03% No change 1,936 $273K
Tripletail Wealth Management, LLC 0.32% No change 1,930 $273K
Dunhill Financial, LLC 0.09% No change 1,928 $272K
WealthPlan Investment Management, LLC 0.02% Reduce -2.1% 1,926 $271K
Hopwood Financial Services, Inc. 0.18% No change 1,914 $270K
Clearwater Capital Advisors, LLC 0.02% Add +3.4% 1,914 $270K
WestHill Financial Advisors, Inc. 0.05% No change 1,914 $270K
Midwest Financial Group LLC 0.13% Add +8.6% 1,911 $269K
Gibraltar Capital Management, Inc. 0.05% No change 1,911 $269K
Smith & Howard Wealth Management, LLC 0.06% No change 1,908 $269K
Vertex Planning Partners, LLC 0.05% No change 1,907 $269K
Cooper Financial Group 0.03% Reduce -0.9% 1,900 $268K
Cura Wealth Advisors, LLC 0.10% No change 1,900 $268K
Dearborn Partners LLC 0.01% No change 1,900 $268K
Ferguson Shapiro LLC 0.09% No change 1,897 $267K
Northwest Financial Advisors 0.34% Add +0.2% 1,889 $266K
Sterling Wealth Advisors Inc 0.17% No change 1,892 $265K
Perkins Coie Trust Co 0.05% No change 1,880 $265K
MGB Wealth Management, LLC 0.07% Reduce -26.7% 1,877 $264K
Mindset Wealth Management, LLC 0.07% No change 1,873 $264K
Truepoint, Inc. 0.01% New 1,872 $264K
Sather Financial Group Inc 0.01% Add +12.8% 1,871 $264K
McDonough Capital Management, Inc 0.13% No change 1,869 $263K
Motco 0.02% New 1,868 $263K
Clifford Swan Investment Counsel LLC 0.01% No change 1,867 $263K
REDW Wealth LLC 0.10% No change 1,866 $263K
Prosperity Planning, Inc. 0.10% Reduce -7.0% 1,863 $263K
Coastal Bridge Advisors, LLC 0.02% Add +16.3% 1,852 $261K
PTM Wealth Management, LLC 0.16% Add +0.6% 1,845 $261K
Accredited Investors Inc. 0.01% Reduce -3.6% 1,847 $260K
Second Line Capital, LLC 0.05% Add +0.5% 1,843 $260K
Farmers & Merchants Investments Inc. 0.01% No change 1,840 $259K
Home Federal Bank of Tennessee 0.07% No change 1,838 $259K
Capital Management Associates, Inc 0.07% New 1,825 $257K
Planning Center, Inc. 0.03% No change 1,820 $257K
ETF Store, Inc. 0.27% Add +9.4% 1,818 $256K
Elevatus Welath Management 0.07% New 1,814 $256K
Kestra Investment Management, LLC 0.01% Reduce -45.4% 1,807 $255K
MRA Advisory Group 0.11% No change 1,804 $254K
Founders Capital Management 0.13% Add +0.9% 1,804 $254K
Vawter Financial, Ltd. 0.12% New 1,800 $254K
Salem Investment Counselors Inc. 0.01% No change 1,798 $253K
Silver Oak Wealth Advisors Services, LLC 0.17% Reduce -9.9% 1,793 $253K
Sentinel Pension Advisors, LLC 0.04% Reduce -7.5% 1,791 $252K
Cape Investment Advisory, Inc. 0.25% Reduce -3.4% 1,788 $252K
Matrix Private Capital Group LLC 0.13% No change 1,783 $251K
Financial Futures Ltd Liability Co. 0.12% Reduce -2.4% 1,779 $251K
Red Crane Wealth Management, LLC 0.21% Add +0.6% 1,775 $250K
ZynergyRetirementPlanningLLC 0.16% Reduce -7.5% 1,772 $250K
Indiana Trust & Investment Management Co 0.08% No change 1,769 $249K
Philadelphia Trust Co. 0.02% No change 1,765 $249K
KFG Wealth Management, LLC 0.04% Add +0.3% 1,766 $249K
Meriwether Wealth & Planning, LLC 0.14% No change 1,766 $249K
Opal Wealth Advisors, LLC 0.07% Add +0.5% 1,764 $249K
Financial Freedom, LLC 0.12% Reduce -9.8% 1,764 $249K
Bellevue Asset Management, LLC 0.11% Add +0.2% 1,760 $248K
Highland Capital Management, LLC 0.01% No change 1,757 $248K
Caldwell Sutter Capital, Inc. 0.11% Add +7.3% 1,755 $247K
Rakuten Securities, Inc. 0.09% Add +211.2% 1,755 $247K
PKS Advisory Services, LLC 0.06% Add +1.3% 1,751 $247K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,750 $247K
Monument Group Wealth Advisors, LLC 0.15% No change 1,750 $247K
KW Wealth Management LLC 0.42% — 1,740 $245K
Plan Group Financial, LLC 0.07% Add +1.2% 1,736 $245K
Princeton Capital Management LLC 0.07% No change 1,730 $244K
KMG Fiduciary Partners, LLC 0.02% Add +7.8% 1,729 $244K
Mullaney, Keating & Wright, Inc. 0.14% No change 1,729 $244K
Unified Investment Management 0.24% No change 1,716 $242K
RiverFront Investment Group, LLC 0.00% No change 1,700 $240K
Swmg, LLC 0.07% No change 1,697 $239K
Endeavor Private Wealth, Inc. 0.07% New 1,692 $238K
Nadler Financial Group, Inc. 0.02% No change 1,691 $238K
MA Private Wealth 0.04% No change 1,687 $238K
626 Financial, LLC 0.10% No change 1,686 $238K
Noble Family Wealth, LLC 0.05% New 1,685 $238K
Acropolis Investment Management, LLC 0.01% Add +2.0% 1,771 $236K
Evolution Advisers, Inc. 0.11% Reduce -8.3% 1,678 $236K
Koss-Olinger Consulting, LLC 0.02% No change 1,771 $236K
Everhart Financial Group, Inc. 0.02% Add +2.1% 1,673 $236K
Acorn Wealth Advisors, LLC 0.07% Add +0.5% 1,673 $236K
Silver Oak Securities, Incorporated 0.02% Add +1.0% 1,667 $235K
Van Cleef Asset Management,Inc 0.02% No change 1,663 $234K
Kirtland Hills Capital Management, LLC 0.09% New 1,662 $234K
Blume Capital Management, Inc. 0.04% Add +286.1% 1,660 $234K
Peachtree Investment Partners, LLC 0.08% Add +0.4% 1,641 $231K
TruNorth Capital Management, LLC 0.05% Add +136.4% 1,638 $231K
FLP Wealth Management, LLC 0.64% Add +1.2% 1,623 $229K
Lansing Street Advisors 0.06% Add +0.6% 1,622 $229K
BAM Wealth Management, LLC 0.18% — 1,618 $228K
Concorde Asset Management, LLC 0.10% — 1,614 $227K
Crewe Advisors LLC 0.02% Reduce -24.7% 1,603 $226K
Fortem Financial Group, LLC 0.06% No change 1,600 $226K
Presilium Private Wealth, LLC 0.04% No change 1,600 $226K
Meridian Wealth Partners, LLC 0.03% New 1,600 $226K
Atlatl Advisers LLC 0.09% No change 1,593 $225K
MPWM Advisory Solutions, LLC 0.13% Add +0.2% 1,592 $224K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.1% 1,586 $224K
High Falls Advisors, Inc 0.05% Reduce -10.1% 1,583 $223K
Keeler & Nadler Financial Planning & Wealth Management 0.08% Reduce -1.3% 1,577 $222K
Security Financial Services, INC. 0.04% Reduce -23.3% 1,576 $222K
Clarus Group, Inc. 0.08% No change 1,575 $222K
SPC Financial, Inc. 0.02% No change 1,570 $221K
Strait & Sound Wealth Management LLC 0.08% No change 1,570 $221K
Idaho Trust Co 0.07% Reduce -6.3% 1,566 $221K
Beacon Capital Management, LLC 0.03% Reduce -19.1% 1,566 $221K
Northwest Quadrant Wealth Management, LLC 0.05% Add +0.6% 1,566 $221K
Seelaus Asset Management LLC 0.18% No change 1,564 $220K
Golden Road Advisors LLC 0.13% New 1,563 $220K
Chapin Davis, Inc. 0.05% No change 1,555 $219K
LFA - Lugano Financial Advisors SA 0.12% No change 1,555 $219K
Potentia Wealth 0.08% No change 1,554 $219K
Tanager Wealth Management LLP 0.02% Reduce -2.6% 1,544 $218K
American Investment Services, Inc. 0.05% Add +2.3% 1,542 $217K
GK Wealth Management LLC 0.16% Reduce -7.8% 1,541 $217K
Jeppson Wealth Management, LLC 0.07% No change 1,538 $217K
Eagle Harbor Asset Management Inc. 0.19% No change 1,537 $217K
BOS Asset Management, LLC 0.06% Reduce -4.6% 1,534 $216K
Joule Financial, LLC 0.06% New 1,531 $216K
KERR FINANCIAL PLANNING Corp 0.30% — 1,527 $215K
Richardson Financial Services Inc. 0.13% No change 1,527 $215K
Avantra Family Wealth, Inc. 0.16% New 1,518 $214K
Columbia Advisory Partners LLC 0.15% New 1,516 $214K
Headland Capital, LLC 0.06% Add +0.6% 1,515 $214K
Moors & Cabot, Inc. 0.01% Reduce -1.8% 1,510 $213K
Sterling Investment Management, LLC 0.13% New 1,500 $211K
Capasso Planning Partners LLC 0.13% New 1,500 $211K
Strategies Wealth Advisors, LLC 0.02% Reduce -64.3% 1,499 $211K
Brucke Financial, Inc. 0.12% New 1,500 $211K
Tectonic Advisors LLC 0.01% New 1,496 $211K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 1,495 $211K
Fisher Asset Management 0.00% Reduce -68.1% 1,490 $210K
Harvest Investment Services, LLC 0.04% Reduce -3.1% 1,483 $209K
Topsail Wealth Management, LLC 0.04% No change 1,479 $208K
Safeguard Investment Advisory Group, LLC 0.05% New 1,478 $208K
MBL Wealth, LLC 0.02% Reduce -1.7% 1,476 $208K
Frazier Financial Advisors, LLC 0.13% Add +1.0% 1,468 $207K
DMKC Advisory Services, LLC 0.10% New 1,468 $207K
Alerus Financial NA 0.01% No change 1,467 $207K
Berkeley, Inc 0.07% New 1,466 $207K
Financial Advisors, LLC 0.04% New 1,465 $206K
Level Wealth Management LLC 0.11% New 1,460 $206K
WBH Advisory Inc. 0.02% New 1,458 $205K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $205K
Base Wealth Management LLC 0.12% New 1,457 $205K
Alternative Investment Advisors, LLC. 0.09% New 1,455 $205K
SkyOak Wealth, LLC 0.04% New 1,455 $205K
Rockwood Wealth Management, LLC 0.02% New 1,452 $205K
Avalon Trust Co 0.01% No change 1,447 $204K
North Capital, Inc. 0.16% Add +0.5% 1,443 $203K
Harbour Investment Management LLC 0.09% New 1,443 $203K
ShoreHaven Wealth Partners, LLC 0.08% New 1,442 $203K
Enclave Advisors LLC 0.03% New 1,439 $203K
North Forty Two & Co. 0.20% New 1,436 $202K
Altus Wealth Group LLC 0.08% New 1,435 $202K
Fluent Financial, LLC 0.08% Reduce -17.4% 1,432 $202K
Eley Financial Management, Inc 0.07% New 1,432 $202K
Legacy Financial Strategies, LLC 0.04% New 1,430 $202K
Prepared Retirement Institute LLC 0.10% New 1,430 $202K
Baker Avenue Asset Management, LP 0.00% New 1,428 $201K
Cora Capital Advisors LLC 0.09% New 1,428 $201K
Cobblestone Capital Advisors LLC 0.01% Reduce -9.8% 1,428 $201K
Twin Peaks Wealth Advisors, LLC 0.07% Add +20.0% 1,427 $201K
Private Wealth Partners, LLC 0.01% New 1,423 $201K
WPG Advisers, LLC 0.15% Reduce -5.9% 1,393 $196K
Tacita Capital Inc 0.12% No change 1,390 $196K
Rialto Wealth Management, LLC 0.05% No change 1,389 $196K
ORG Partners LLC 0.04% No change 1,369 $193K
Grove Bank & Trust 0.02% No change 1,364 $192K
City Holding Co. 0.02% No change 1,357 $191K
LGT Financial Advisors LLC 0.40% Reduce -28.7% 1,327 $187K
Icon Wealth Advisors, LLC 0.01% Reduce -8.1% 1,325 $187K
Silicon Valley Capital Partners 0.02% Reduce -4.9% 1,308 $184K
Future Financial Wealth Managment LLC 0.11% Add +7.9% 1,295 $183K
Newton One Investments LLC 0.05% No change 1,288 $182K
Hara Capital LLC 0.11% No change 1,276 $180K
Pinnacle Bancorp, Inc. 0.05% No change 1,264 $178K
Hanson & Doremus Investment Management 0.02% Reduce -17.4% 1,243 $175K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,239 $175K
Sachetta, LLC 0.06% Add +6.6% 1,220 $172K
Stone House Investment Management, LLC 0.03% Add +8.4% 1,171 $165K
Cloud Capital Management, LLC 0.08% New 1,141 $160K
MTM Investment Management, LLC 0.05% No change 1,045 $147K
ESL Trust Services, LLC 0.03% No change 1,000 $141K
Rossby Financial, LCC 0.05% Add +1.5% 996 $141K
Texas Capital Bancshares Inc 0.06% New 995 $140K
Stelac Advisory Services LLC 0.05% No change 979 $138K
Tsfg, LLC 0.02% No change 972 $137K
J.Safra Asset Management Corp 0.01% No change 964 $136K
Pathway Financial Advisers, LLC 0.04% New 965 $136K
Beaird Harris Wealth Management, LLC 0.01% No change 956 $135K
DHJJ Financial Advisors, Ltd. 0.04% No change 917 $129K
Robinswood Financial LLC 0.04% Add +0.1% 894 $126K
Rise Advisors, LLC 0.04% Add +0.5% 890 $125K
Harbor Asset Planning, Inc. 0.11% Add +0.5% 863 $122K
Kentucky Trust Co 0.07% No change 861 $121K
Darwin Wealth Management, LLC 0.04% Add +7.9% 843 $119K
Tidemark, LLC 0.03% No change 831 $117K
Ballast Advisors LLC 0.03% Add +18.5% 802 $113K
TCTC Holdings, LLC 0.00% No change 781 $110K
JDM Financial Group LLC 0.05% New 777 $109K
WFA of San Diego, LLC 0.07% No change 775 $109K
Financial Consulate, Inc. 0.02% New 771 $109K
Abound Wealth Management 0.03% Add +6818.2% 761 $107K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 750 $106K
Cascades Capital Asset Management, LLC 0.05% New 745 $105K
Highline Wealth Partners LLC 0.03% Add +104.2% 735 $104K
Cedar Mountain Advisors, LLC 0.02% New 707 $100K
Kimelman & Baird, LLC 0.01% Reduce -30.4% 654 $92K
FSA Wealth Management LLC 0.03% Add +225.5% 651 $92K
Delta Asset Management LLC 0.01% No change 636 $90K
Bell Investment Advisors, Inc 0.01% Add +165.7% 611 $86K
Noble Wealth Management PBC 0.05% — 604 $85K
Hurley Capital, LLC 0.05% Add +0.2% 598 $84K
Kennebec Savings Bank 0.07% Add +6.5% 571 $80K
Bay Harbor Wealth Management, LLC 0.02% No change 566 $80K
Allianz SE 0.00% No change 560 $79K
Missouri Trust & Investment Co 0.02% No change 556 $78K
Smallwood Wealth Investment Management, LLC 0.04% No change 550 $78K
New Millennium Group LLC 0.04% No change 543 $77K
Hilltop National Bank 0.02% No change 542 $76K
Bank of New Hampshire 0.02% No change 532 $75K
WFA Asset Management Corp 0.04% Add +0.7% 581 $75K
Clarity Asset Management, Inc. 0.04% Add +0.8% 521 $73K
Accredited Wealth Management, LLC 0.05% Add +10426.4% 54,316 $73K
Stance Capital LLC 0.03% New 514 $72K
CGC Financial Services, LLC 0.02% No change 509 $72K
Sunbelt Securities, Inc. 0.00% Add +2.2% 506 $71K
Minot DeBlois Advisors LLC 0.06% Add +42.6% 499 $70K
Financial Connections Group, Inc. 0.03% No change 502 $70K
Pacifica Partners Inc. 0.02% Reduce -30.0% 474 $67K
GAMMA Investing LLC 0.00% No change 463 $65K
Horizon Investments, LLC 0.00% Add +442.9% 456 $64K
Evolution Wealth Management Inc. 0.07% Reduce -3.8% 453 $64K
Physician Wealth Advisors, Inc. 0.01% New 450 $63K
Washington Trust Advisors, Inc. 0.00% No change 447 $63K
CNB Bank 0.03% Reduce -1.6% 438 $62K
Hughes Financial Services, LLC 0.01% No change 432 $61K
Gen-Wealth Partners Inc 0.02% No change 432 $61K
West Financial Advisors, LLC 0.01% No change 427 $60K
Graney & King, LLC 0.04% Add +0.2% 415 $59K
Creative Capital Management Investments LLC 0.02% No change 413 $58K
Winthrop Capital Management, LLC 0.01% No change 409 $58K
Brentview Investment Management LLC 0.03% No change 400 $56K
Tortoise Investment Management, LLC 0.01% No change 399 $56K
Nalls Sherbakoff Group, LLC 0.04% No change 380 $54K
Winnacle Wealth LLC 0.04% New 379 $53K
Corsicana & Co. 0.03% — 375 $53K
Barnes Dennig Private Wealth Management LLC 0.06% No change 364 $51K
Pineridge Advisors LLC 0.01% Reduce -9.4% 356 $50K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -10.3% 350 $49K
American National Bank & Trust 0.00% Reduce -22.6% 340 $48K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 336 $47K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -21.9% 324 $46K
SJS Investment Consulting Inc. 0.01% Reduce -8.3% 322 $45K
IAG Wealth Partners, LLC 0.01% Reduce -19.5% 310 $44K
Valley Wealth Managers, Inc. 0.00% Add +176.6% 307 $43K
Chilton Capital Management LLC 0.00% Add +72.3% 305 $43K
Hemington Wealth Management 0.01% New 300 $42K
Clayton Financial Group LLC 0.03% New 294 $41K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.3% 288 $41K
Ulland Investment Advisors, LLC 0.03% Add +3.6% 285 $40K
Grey Fox Wealth Advisors, LLC 0.01% New 280 $39K
Resources Management Corp. /CT/ 0.01% No change 276 $39K
Transamerica Financial Advisors, LLC 0.00% New 272 $38K
Strategic Investment Solutions, Inc. 0.01% No change 263 $37K
Nova Wealth Management, Inc. 0.03% Reduce -49.0% 260 $37K
Front Row Advisors LLC 0.01% No change 250 $35K
Barclays PLC 0.00% No change 248 $35K
NFSG Corp 0.01% No change 237 $33K
First United Bank & Trust 0.01% No change 230 $32K
Byrne Asset Management LLC 0.02% No change 227 $32K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 223 $31K
American Capital Advisory, LLC 0.01% Reduce -7.7% 216 $30K
Richard W. Paul & Associates, LLC 0.01% No change 208 $29K
AllSquare Wealth Management LLC 0.01% No change 200 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $28K
Atwood & Palmer Inc. 0.00% Add +0.5% 197 $28K
Coston, McIsaac & Partners 0.01% Add +0.5% 195 $27K
Horrell Capital Management, Inc. 0.01% No change 185 $26K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 184 $25K
Ascentis Wealth Management, LLC 0.01% No change 170 $24K
Clearstead Trust, LLC 0.00% Reduce -13.3% 157 $22K
Aventus Investment Advisors, Inc. 0.02% Reduce -20.5% 155 $22K
Centennial Bank 0.01% No change 153 $22K
Running Point Capital Advisors, LLC 0.01% No change 150 $21K
McIlrath & Eck, LLC 0.00% Reduce -75.7% 150 $21K
1620 Investment Advisors, Inc. 0.01% No change 147 $21K
Reyes Financial Architecture, Inc. 0.01% No change 147 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -96.0% 145 $20K
Kozak & Associates, Inc. 0.00% New 140 $20K
Kelleher Financial Advisors 0.00% New 135 $19K
Optiver Holding B.V. 0.00% New 127 $18K
Accent Capital Management, LLC 0.01% No change 114 $16K
REAP Financial Group, LLC 0.00% New 111 $16K
Truvestments Capital LLC 0.00% Reduce -7.6% 110 $15K
Sittner & Nelson, LLC 0.01% No change 105 $15K
Pinney & Scofield, Inc. 0.01% No change 100 $14K
Fourth Dimension Wealth, LLC 0.01% No change 100 $14K
PayPay Securities Corp 0.49% Reduce -1.0% 97 $14K
Davis Capital Management 0.01% — 94 $13K
PFS Partners, LLC 0.01% No change 78 $11K
Monetary Management Group Inc. 0.00% New 75 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $10K
Signature Resources Capital Management, LLC 0.00% No change 60 $8K
POM Investment Strategies, LLC 0.00% New 56 $8K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -19.4% 54 $8K
LRI Investments, LLC 0.00% No change 50 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -88.8% 49 $7K
Allianz Asset Management GmbH 0.00% Reduce -10.9% 41 $6K
Dakota Community Bank & Trust NA 0.02% No change 40 $6K
Curio Wealth, LLC 0.00% No change 40 $6K
Clear Investment Research, LLC 0.01% No change 38 $5K
Investment Research & Advisory Group, Inc. 0.00% Add +46.1% 38 $5K
Wolff Wiese Magana LLC 0.00% Reduce -92.8% 31 $4K
Proathlete Wealth Management LLC 0.00% Add +11.5% 29 $4K
Financial Gravity Asset Management, Inc. 0.00% — 27 $4K
Central Pacific Bank - Trust Division 0.00% No change 26 $4K
Roxbury Financial LLC 0.00% Add +4.5% 23 $3K
TD Private Client Wealth LLC 0.00% Add +100.0% 22 $3K
Country Trust Bank 0.00% No change 17 $2K
Navigoe, LLC 0.00% Reduce -80.0% 18 $2K
Morse Asset Management, Inc 0.00% No change 11 $2K
Sterling Capital Management LLC 0.00% Add +12.5% 9 $1K
Midwest Capital Advisors, LLC 0.00% Add +500.0% 6 $851
Kilter Group LLC 0.00% No change 3 $388
Retirement Wealth Solutions LLC 0.00% No change 1 $210
Cordant, Inc. 0.00% New 1 $141
Hartford Financial Management Inc. 0.00% No change 1 $141

"% 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.