Vanguard High DVD Yield ETFVYMETF

13F holders, Q1 2026 (March 31)
2,021holders +16
110new positions
83sold out
5famous investors
$138.98avg. 13F price*

At the end of Q1 2026, 2,021 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 16 from Q4 2025. 110 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($1.9B), Morgan Stanley ($1.5B) and Raymond James Financial Inc. ($1.1B). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions110$99.2M
Exits83$291.2M

All 13F filers, Q4 2025 → Q1 2026: 18,680,263 shares bought and 6,177,073 shares sold, net +12,503,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,021 holders

Bank of America Corp. 0.14% Add +1.8% 12,758,401 $1.9B
Morgan Stanley 0.09% Add +1.5% 10,354,566 $1.5B
Raymond James Financial Inc. 0.35% Reduce -1.3% 7,617,263 $1.1B
LPL Financial LLC 0.27% Reduce -0.9% 6,759,886 $1.0B
Wells Fargo & Company 0.18% Add +10.6% 6,091,191 $902.1M
JPMorgan Chase & Co. 0.05% Add +1.7% 5,454,000 $793.4M
Creative Planning 0.39% Add +6.1% 3,839,152 $568.6M
UBS Group AG 0.10% Add +29.3% 3,722,386 $551.3M
Ameriprise Financial Inc. 0.13% Reduce -12.4% 3,667,871 $543.4M
Envestnet Asset Management Inc. 0.14% Add +0.0% 3,451,729 $511.2M
Jones Financial Companies LLLP 0.21% Add +15.0% 2,985,657 $435.1M
Mercer Global Advisors Inc. 0.59% Reduce -1.6% 2,706,655 $400.9M
Cetera Investment Advisers 0.43% Add +2.1% 2,699,936 $399.9M
Rakuten Investment Management, Inc. 0.81% Add +100.0% 2,837,108 $398.6M
Royal Bank of Canada 0.07% Reduce -0.6% 2,476,663 $366.8M
Commonwealth Equity Services, LLC 0.50% Add +0.8% 2,392,901 $354.4M
Vantagepoint Investment Advisers LLC 2.80% Reduce -3.7% 2,229,005 $330.1M
Janney Montgomery Scott LLC 0.72% Add +1.9% 1,949,873 $288.8M
Goldman Sachs Group Inc. 0.04% Reduce -0.5% 1,860,644 $275.6M
SCS Capital Management LLC 2.30% Reduce -2.8% 1,463,217 $216.7M
HighTower Advisors, LLC 0.23% Add +2.5% 1,455,190 $215.5M
Pathstone Holdings, LLC 0.82% Add +0.1% 1,399,111 $207.2M
Osaic Holdings, Inc. 0.30% Reduce -4.8% 1,384,842 $205.1M
Stifel Financial Corp. 0.19% Reduce -6.2% 1,375,466 $203.7M
Kestra Advisory Services, LLC 0.71% Add +15.1% 1,260,883 $186.7M
Howard Capital Management, LLC 2.74% No change 1,132,957 $167.8M
Cambridge Investment Research Advisors, Inc. 0.42% Reduce -0.0% 1,090,112 $161.4M
Joel Isaacson & Co., LLC 5.11% Add +1.2% 1,040,153 $154.0M
Auto-Owners Insurance Co 3.21% No change 1,035,700 $153.4M
Baird Financial Group, Inc. 0.22% Add +2.9% 955,524 $141.5M
Truist Financial Corp. 0.19% Add +0.8% 942,329 $139.6M
PNC Financial Services Group, Inc. 0.08% Add +0.5% 913,105 $135.2M
Wharton Business Group, LLC 4.97% Reduce -0.3% 889,433 $131.7M
D.A. Davidson & Co. 0.78% Add +4.8% 868,479 $128.6M
Captrust Financial Advisors 0.22% Add +4.4% 856,648 $126.9M
Florida Trust Wealth Management Co 3.27% Reduce -0.1% 789,676 $117.0M
Cerity Partners LLC 0.16% Add +1.7% 774,708 $114.7M
Bank of Montreal 0.05% Add +6.2% 752,342 $111.4M
Allworth Financial LP 0.45% Add +3.3% 749,545 $111.0M
Martel Wealth Advisors LLC 18.54% Add +1.3% 735,340 $108.9M
One Day In July LLC 8.67% Add +3.8% 731,082 $108.3M
Corient Private Wealth LP 0.15% Reduce -0.9% 723,858 $107.1M
Equitable Holdings, Inc. 0.64% Add +6.0% 692,223 $99.4M
Assetmark, Inc. 0.20% Reduce -5.2% 662,033 $98.0M
HCR Wealth Advisors 9.92% Add +0.6% 645,989 $95.7M
Stratos Wealth Partners, LTD. 1.06% Reduce -1.8% 627,878 $93.0M
Inspirion Wealth Advisors, LLC 10.83% Add +17.1% 586,809 $86.9M
SBI Securities Co., Ltd. 2.38% Add +0.6% 586,333 $86.8M
Mariner, LLC 0.10% Add +2.3% 583,072 $86.3M
Marino, Stram & Associates LLC 14.89% Add +1.8% 559,760 $82.9M
Mesirow Financial Investment Management, Inc. 1.32% Add +39.4% 552,464 $81.8M
Pinnacle Associates Ltd. 1.05% Add +1.3% 550,774 $81.6M
Focus Partners Wealth 0.09% Add +1.1% 527,222 $78.1M
MML Investors Services, LLC 0.21% Reduce -16.7% 522,526 $77.4M
Steward Partners Investment Advisory, LLC 0.39% Add +7.6% 516,733 $76.5M
BNP Paribas Financial Markets 0.05% Reduce -28.5% 501,305 $74.2M
Arlington Trust Co LLC 5.97% Add +5.2% 457,412 $67.7M
Wellspring Financial Advisors, LLC 5.03% Reduce -2.3% 2,909,177 $67.1M
AQR Capital Management 0.03% Add +5.5% 439,845 $65.1M
Waverly Advisors, LLC 0.49% Add +27.5% 437,000 $64.7M
Baltimore-Washington Financial Advisors, Inc. 2.71% Add +32.0% 421,193 $62.4M
Wealthcare Advisory Partners LLC 1.14% Add +24.3% 396,945 $58.8M
Smithfield Trust Co 2.55% Add +1.5% 396,206 $58.7M
White Lighthouse Investment Management Inc. 7.87% Reduce -18.8% 383,007 $56.7M
Private Advisor Group, LLC 0.27% Add +1.5% 382,664 $56.7M
Hancock Whitney Corp. 0.98% Add +0.6% 373,493 $56.1M
Waldron Private Wealth LLC 2.18% Add +11.8% 376,906 $55.8M
Commerce Bank 0.26% Add +135.5% 368,959 $54.6M
Cornerstone Advisory, LLC 4.96% Add +2.4% 353,720 $52.4M
Northwestern Mutual Wealth Management Co. 0.03% Add +7.0% 345,677 $51.2M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -29.9% 345,479 $51.2M
FMR LLC 0.00% Add +16.8% 345,410 $51.2M
NewEdge Advisors, LLC 0.18% Add +1.7% 337,471 $50.0M
DAVENPORT & Co LLC 0.28% Add +12.8% 335,331 $49.7M
Moneta Group Investment Advisors LLC 0.37% Add +1.7% 332,863 $49.3M
MBM Wealth Consultants, LLC 11.27% Add +1.3% 331,376 $49.1M
Keybank National Association 0.18% Add +18.3% 330,577 $49.0M
Zhang Financial LLC 1.69% Add +5.0% 329,681 $48.8M
Operose Advisors LLC 11.25% Reduce -3.9% 327,542 $48.5M
Round Rock Advisors LLC 7.09% Add +1.7% 312,896 $46.3M
Pinnacle Wealth Management Advisory Group, LLC 3.11% Add +0.6% 306,905 $45.5M
Rwa Wealth Partners, LLC 0.49% Add +5.0% 303,736 $45.0M
Twele Capital Management, Inc. 7.87% Reduce -0.2% 298,225 $44.2M
Merit Financial Group, LLC 0.32% Add +4.5% 290,905 $43.1M
Sei Investments Co. 0.04% Add +3.3% 290,128 $43.0M
Apella Capital, LLC 0.63% Reduce -4.9% 275,353 $42.7M
M&T Bank Corp 0.14% Reduce -7.8% 286,783 $42.5M
Heartwood Wealth Advisors LLC 3.47% Add +0.4% 268,922 $39.8M
Act Wealth Management, LLC 13.37% Reduce -0.7% 268,772 $39.8M
Beacon Pointe Advisors, LLC 0.21% Add +16.5% 267,243 $39.6M
Valmark Advisers, Inc. 0.46% Add +7.7% 263,015 $39.0M
Lido Advisors, LLC 0.15% Reduce -0.9% 258,466 $38.3M
New England Asset Management Inc. 5.02% Add +2.7% 257,625 $38.2M
Alliance Wealth Advisors, LLC 7.99% Add +65.0% 248,838 $36.9M
Human Investing LLC 5.35% Add +0.6% 247,921 $36.7M
Sanctuary Advisors, LLC 0.20% Add +1.6% 247,703 $36.7M
Crews Bank & Trust 5.29% Reduce -0.7% 246,335 $36.5M
Focus Financial Network, Inc. 1.27% Add +2.9% 239,077 $35.4M
Arkadios Wealth Advisors 0.59% Add +16.4% 238,986 $35.4M
Fifth Third Bancorp 0.06% Add +1198.6% 236,843 $35.1M
Integrated Wealth Concepts LLC 0.27% Add +31.4% 232,282 $34.4M
US Bancorp \de 0.04% Add +9.4% 228,477 $33.8M
Forum Private Client Group LLC 11.15% Add +1.8% 225,753 $33.4M
Wolff Financial Management LLC 7.33% Add +1.7% 224,100 $33.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +428.3% 223,273 $33.1M
WASHINGTON TRUST Co 1.12% Add +2.2% 223,260 $33.1M
Venture Visionary Partners LLC 1.10% Add +1.1% 223,217 $33.1M
Dagco, Inc. 6.99% Add +3.0% 217,792 $32.3M
Old National Bancorp 0.54% Reduce -1.4% 217,294 $32.2M
Regions Financial Corp. 0.21% Reduce -0.5% 214,837 $31.8M
Berkeley Capital Partners, LLC 7.34% Add +0.2% 213,802 $31.7M
Focused Wealth Management, Inc 3.30% Add +0.3% 212,958 $31.5M
GSG Advisors LLC 8.19% Add +0.5% 212,775 $31.5M
Opus Capital Group, LLC 3.38% Add +0.7% 212,349 $31.4M
Roble, Belko & Company, Inc 3.99% Reduce -0.8% 211,759 $31.4M
Asset Allocation & Management Company, LLC 11.69% Add +105.1% 211,254 $31.3M
Bank of Hawaii 1.63% Reduce -0.4% 210,758 $31.2M
DeDora Capital, Inc. 7.63% Reduce -1.9% 210,147 $31.1M
Charter Capital Management, LLC\DE 15.27% Add +2.2% 205,856 $30.5M
Southern Farm Bureau Life Insurance 3.13% No change 200,033 $29.6M
Rebalance, LLC 1.71% Add +3.9% 199,088 $29.5M
Conservest Capital Advisors, Inc. 2.66% Reduce -13.9% 198,052 $29.3M
Mutual Advisors, LLC 0.63% Add +0.5% 198,049 $29.3M
Quantinno Capital Management LP 0.05% Add +6.1% 198,037 $29.3M
&partners 0.14% Add +1.7% 197,241 $29.2M
Clearstead Advisors, LLC 0.27% Add +31.8% 195,769 $29.0M
Retiremitten Financial LLC 13.70% — 191,212 $28.3M
Pacific Capital Wealth Advisors, Inc. 4.72% Reduce -0.8% 189,823 $28.1M
Investment Advisory Group, LLC 7.07% Add +1.0% 187,912 $27.8M
Blair William & Co. 0.08% Add +14.5% 184,699 $27.4M
First Manhattan Co. Llc. 0.08% Add +1.2% 184,342 $27.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.64% Reduce -0.8% 182,505 $27.0M
Pinnacle Financial Partners, Inc. 0.21% Add +3.7% 181,131 $26.8M
Graves Light Lenhart Wealth, Inc. 2.79% Add +0.0% 181,034 $26.8M
Steele Capital Management, Inc. 1.11% Add +32.0% 180,206 $26.7M
Buska Wealth Management, LLC 10.65% Reduce -9.4% 179,036 $26.5M
Quaker Wealth Management, LLC 8.24% Add +4.4% 178,093 $26.4M
Beacon Financial Group 2.60% Reduce -12.8% 175,685 $26.0M
LBMC Investment Advisors, LLC 1.58% Add +1.1% 175,457 $26.0M
Avion Wealth 5.35% Add +1.8% 174,887 $25.9M
Essex Financial Services, Inc. 1.43% Add +0.6% 171,583 $25.4M
IFP Advisors, Inc 0.52% Reduce -2.4% 169,422 $25.1M
Farther Finance Advisors, LLC 0.23% Add +323.7% 167,178 $24.7M
Northern Trust Corp. 0.00% Add +1.9% 166,426 $24.6M
Oak Harvest Investment Services 2.57% Reduce -9.2% 166,381 $24.6M
Allen Investment Management, LLC 0.30% Add +61.3% 164,208 $24.3M
Piedmont Capital Management, LLC 12.36% Reduce -0.3% 163,823 $24.3M
Annandale Capital, LLC 3.99% Reduce -2.7% 163,987 $24.3M
Concurrent Investment Advisors, LLC 0.26% Reduce -9.5% 163,633 $24.2M
Montis Financial, LLC 4.99% Reduce -4.8% 163,039 $24.1M
Westside Investment Management, Inc. 3.68% Add +4.0% 162,017 $24.0M
Measured Wealth Private Client Group, LLC 6.53% Reduce -4.3% 161,375 $23.9M
Money Concepts Capital Corp. 1.29% Add +2.9% 157,470 $23.3M
Bank of New York Mellon Corp 0.00% Add +7.5% 155,660 $23.1M
Wealth Dimensions Group, Ltd. 4.52% Add +0.8% 155,197 $23.0M
First Hawaiian Bank 3.21% Reduce -7.0% 155,078 $23.0M
Decker Wealth Management LLC 5.08% Add +2.7% 151,032 $22.4M
Wellington Management Group LLP 0.00% Add +318.1% 149,535 $22.1M
Ballast, Inc. 5.12% Add +3.1% 149,339 $22.1M
Summit Financial, LLC 0.28% Add +19.8% 147,764 $21.9M
Rockefeller Capital Management L.P. 0.04% Add +2.4% 145,206 $21.5M
Financial Perspectives, Inc 6.00% Add +0.6% 145,107 $21.5M
Exencial Wealth Advisors, LLC 0.67% Reduce -0.2% 145,060 $21.5M
Cresset Asset Management, LLC 0.09% Add +22.2% 139,297 $20.6M
Natixis Advisors, LLC 0.03% Add +6.5% 139,085 $20.6M
Northside Capital Management, LLC 1.80% No change 138,090 $20.5M
Novem Group 2.34% Add +1055.4% 137,293 $20.3M
Bessemer Group Inc. 0.03% Add +1.2% 136,981 $20.3M
Wealthspire Advisors, LLC 0.16% Add +3.7% 136,948 $20.3M
PFG Advisors 0.99% Add +6.7% 136,721 $20.2M
Performance Wealth Partners, LLC 0.59% Reduce -0.2% 136,372 $20.2M
First National Trust Co 0.69% Reduce -8.9% 135,891 $20.1M
Cary Street Partners Financial LLC 0.50% Reduce -0.9% 135,661 $20.1M
Baker Ellis Asset Management LLC 2.36% Reduce -0.6% 134,484 $19.9M
Independent Advisor Alliance 0.21% Add +428.9% 133,757 $19.8M
Nations Financial Group Inc, /Ia/ 1.00% Reduce -4.5% 131,649 $19.5M
Salomon & Ludwin, LLC 1.74% Reduce -1.2% 131,531 $19.5M
Penserra Capital Management LLC 0.23% Add +9.3% 130,497 $19.3M
AdvisorNet Financial, Inc 1.00% Reduce -8.2% 130,154 $19.3M
Procyon Advisors, LLC 0.93% Add +10.3% 128,075 $19.0M
Avior Wealth Management, LLC 0.53% Reduce -9.6% 125,305 $18.6M
Elevation Point Wealth Partners, LLC 0.44% New 124,693 $18.5M
Brookstone Capital Management 0.21% Add +28.3% 124,575 $18.4M
Tepp RIA, LLC 14.40% Add +14.0% 124,149 $18.4M
Trustmark Bank Trust Department 1.18% Reduce -0.0% 124,006 $18.4M
Angeles Wealth Management, LLC 0.99% No change 123,124 $18.2M
Gateway Wealth Partners, LLC 0.71% Add +959.5% 122,539 $18.1M
Bryn Mawr Trust Advisors, LLC 0.88% Reduce -13.6% 122,179 $18.1M
Iron Gate Global Advisors LLC 1.91% Add +8.0% 122,013 $18.1M
Arkos Global Advisors 2.27% Add +1.3% 121,968 $18.1M
AF Advisors, Inc. 9.73% No change 118,864 $17.6M
Unison Advisors LLC 1.33% Add +0.0% 118,758 $17.6M
Certified Advisory Corp 1.56% Add +0.3% 117,763 $17.4M
Mittelman Wealth Management 10.86% Reduce -2.5% 117,650 $17.4M
Reality Financial Planning Services, LLC 16.81% Reduce -0.3% 117,640 $17.4M
Hardy Reed LLC 1.27% Reduce -2.7% 117,628 $17.4M
Juno Financial Group LLC 6.82% Add +2.4% 117,434 $17.4M
Bernardo Wealth Planning LLC 3.36% Add +19.4% 116,018 $17.2M
Transcend Capital Advisors, LLC 1.38% Reduce -1.9% 115,669 $17.1M
Principle Wealth Partners LLC 0.96% Reduce -4.5% 113,556 $16.8M
Paragon Financial Partners, Inc. 9.52% Add +3.3% 109,477 $16.8M
Howard Wealth Management, LLC 7.02% Add +0.7% 112,660 $16.7M
MAI Capital Management 0.09% Add +0.6% 109,257 $16.2M
Kingsview Wealth Management, LLC 0.22% Add +8.4% 108,356 $16.0M
EP Wealth Advisors, LLC 0.08% Reduce -7.9% 108,296 $16.0M
Rollins Financial Advisors, LLC 2.52% Add +7.9% 107,802 $16.0M
Aptus Capital Advisors, LLC 0.13% Reduce -0.1% 107,116 $15.9M
BlackRock, Inc. 0.00% Add +17.8% 105,602 $15.6M
SWAN Capital LLC 5.74% Add +21.6% 105,343 $15.6M
Seneca Financial Advisors LLC 4.54% Add +2.8% 104,703 $15.5M
CENTRAL TRUST Co 0.30% Reduce -7.9% 104,591 $15.5M
Howe & Rusling Inc. 1.01% Reduce -29.4% 104,213 $15.4M
Matrix Asset Advisors Inc. 1.41% Add +5.6% 104,118 $15.4M
High Net Worth Advisory Group LLC 3.59% Add +1.1% 104,004 $15.4M
Patriot Investment Management Group, Inc. 0.98% Reduce -1.8% 103,642 $15.3M
Stonebridge Capital Advisors LLC 1.07% Add +0.7% 102,764 $15.2M
Causey Wealth LLC 6.45% Add +1.6% 102,576 $15.2M
Headinvest, LLC 3.11% Add +0.4% 102,373 $15.2M
GW Henssler & Associates Ltd. 0.71% Add +4.7% 102,033 $15.1M
VSM Wealth Advisory, LLC 4.48% Add +0.1% 101,379 $15.0M
First Horizon Corp. 0.62% Reduce -16.7% 100,573 $14.9M
Harbour Investments, Inc. 0.23% Add +54.1% 100,459 $14.9M
Capital Advisors Wealth Management, LLC 2.00% Add +1.9% 100,404 $14.9M
Asset Allocation Strategies LLC 2.58% Add +4.0% 97,919 $14.5M
Peapack Gladstone Financial Corp. 0.19% Reduce -0.8% 97,674 $14.5M
Pointe Capital Management LLC 7.15% Reduce -0.9% 97,516 $14.4M
Brown Advisory Inc. 0.02% Reduce -2.0% 97,193 $14.4M
Arthur M. Cohen & Associates, LLC 2.55% Reduce -0.1% 97,002 $14.4M
United Capital Financial Advisors, LLC 0.09% Add +5.7% 96,652 $14.3M
Accretive Wealth Partners, LLC 4.04% Add +8.7% 96,476 $14.3M
SlateStone Wealth, LLC 1.16% Reduce -2.8% 94,834 $14.0M
Ironwood Wealth Management, Inc. 6.29% Reduce -1.0% 91,873 $14.0M
Curran Financial Partners, LLC 2.51% Add +86.1% 94,578 $14.0M
Flagship Wealth Advisors, LLC 5.99% Reduce -14.9% 104,584 $13.9M
Pinnacle Financial Group, LLC / IL 3.82% Add +6.4% 94,078 $13.9M
Private Advisory Group LLC 0.97% Reduce -7.1% 93,691 $13.9M
Park Avenue Securities LLC 0.11% Reduce -22.8% 93,169 $13.8M
Global Wealth Management Investment Advisory, Inc. 2.16% Reduce -5.3% 93,008 $13.8M
PFG Private Wealth Management, LLC 5.79% Add +36.8% 92,205 $13.7M
Cherry Tree Wealth Management, LLC 2.86% Reduce -0.8% 91,306 $13.5M
Ieq Capital, LLC 0.06% Reduce -7.5% 91,088 $13.5M
Gross & Hartman Investments LLC 6.94% Add +10.5% 90,185 $13.4M
Grandview Asset Management LLC 3.86% Reduce -4.4% 88,704 $13.2M
Raab & Moskowitz Asset Management LLC 2.92% Add +9.4% 88,643 $13.1M
West Bancorporation Inc. 6.54% Add +19.4% 88,546 $13.1M
HB Wealth Management, LLC 0.08% Reduce -7.4% 87,951 $13.0M
Nwam LLC 0.75% Reduce -0.5% 87,793 $13.0M
truNorth Financial Services, Inc. 13.42% Add +2.6% 87,598 $13.0M
Stokes Family Office, LLC 1.33% Reduce -0.8% 86,816 $12.9M
O'shaughnessy Asset Management, LLC 0.06% Add +28.7% 86,095 $12.8M
Stephens Inc. 0.16% Add +0.3% 85,895 $12.7M
CreativeOne Wealth, LLC 0.29% Reduce -8.8% 85,725 $12.7M
Elevation Advisory Partners LLC 11.79% — 84,976 $12.6M
Strategic Family Wealth Counselors, L.L.C. 3.30% Add +1.1% 84,688 $12.5M
Integrated Advisors Network LLC 0.64% Reduce -21.1% 82,719 $12.3M
Octavia Wealth Advisors, LLC 1.17% Add +2.6% 82,336 $12.2M
Renaissance Technologies 0.02% Add +150.0% 81,500 $12.1M
Sterling Financial Planning, Inc. 3.58% Add +3.0% 81,419 $12.1M
Francis Financial, Inc. 2.24% Reduce -24.8% 81,308 $12.0M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -1.2% 81,137 $12.0M
Evermay Wealth Management LLC 1.32% Reduce -2.6% 80,623 $11.9M
Fiduciary Trust Co 0.14% Add +1.0% 80,547 $11.9M
Crescent Grove Advisors, LLC 1.18% Reduce -0.4% 80,547 $11.9M
Milestone Investment Advisors LLC 2.88% Add +6.7% 80,425 $11.9M
Romano Brothers and Company 1.35% Add +1.3% 79,988 $11.8M
Spreng Capital Management, Inc. 5.58% Add +18.5% 79,953 $11.8M
Linscomb Wealth, Inc. 0.53% Reduce -0.9% 79,907 $11.8M
Park National Corp. 0.36% Add +959.1% 79,793 $11.8M
World Investment Advisors 0.19% Reduce -5.7% 79,740 $11.8M
Vestmark Advisory Solutions, Inc. 0.13% Add +2.2% 79,689 $11.8M
Pps&v Asset Management Consultants, Inc. 7.19% Add +0.7% 79,492 $11.8M
Kropog Financial Group, LLC 9.43% Add +2.3% 78,367 $11.6M
Citigroup Inc. 0.01% Add +17.9% 78,136 $11.6M
Axxcess Wealth Management, LLC 0.37% Add +1.1% 77,423 $11.5M
Beacon Bank & Trust 2.35% New 77,292 $11.4M
Summit Wealth Partners, LLC 1.79% Reduce -1.7% 76,495 $11.3M
AMG National Trust Bank 0.25% Add +3.5% 76,449 $11.3M
EPG Wealth Management LLC 3.05% Add +1.2% 75,998 $11.3M
Stillwater Capital Advisors, LLC 1.28% Add +4.6% 75,742 $11.2M
Capstone Wealth Management Group, LLC 4.69% Reduce -6.2% 75,650 $11.2M
Thrivent Financial for Lutherans 0.02% Add +0.8% 74,930 $11.1M
Flagship Harbor Advisors, LLC 0.48% Add +0.6% 74,438 $11.0M
Yarger Wealth Strategies, LLC 4.46% Add +2.6% 74,248 $11.0M
Geneos Wealth Management Inc. 0.26% Add +10.9% 74,233 $11.0M
Western Pacific Wealth Management, LP 11.17% Add +0.3% 74,156 $11.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.19% Reduce -0.8% 73,375 $10.9M
Keudell/Morrison Wealth Management 2.21% Reduce -1.9% 73,085 $10.8M
Atlas Legacy Advisors, LLC 1.97% Add +2.9% 72,813 $10.8M
Granite FO LLC 6.35% Reduce -3.9% 72,511 $10.7M
Robertson Stephens Wealth Management, LLC 0.30% Reduce -2.8% 72,420 $10.7M
Associated Banc-Corp 0.28% Add +0.1% 72,404 $10.7M
MCF Advisors LLC 0.47% Add +468.5% 72,337 $10.7M
Deutsche Bank AG 0.00% Reduce -3.0% 72,148 $10.7M
Independent Financial Group, LLC 0.24% Add +8.0% 72,110 $10.7M
Cwm, LLC 0.03% Add +0.7% 71,937 $10.7M
Pettinga Financial Advisors LLC 2.00% Add +4.2% 71,827 $10.6M
Burns J W & Co. Inc. 1.21% Add +20.2% 71,472 $10.6M
Evergreen Wealth Management, LLC 5.44% Add +0.5% 71,180 $10.5M
CoreCap Advisors, LLC 0.36% Add +12.7% 70,786 $10.5M
TBH Global Asset Management, LLC 2.10% New 70,433 $10.4M
Johnson Financial Group, Inc. 0.38% Reduce -1.6% 70,377 $10.4M
CIBC Bancorp USA Inc. 0.01% — 69,205 $10.2M
Sonata Capital Group Inc. 3.78% Add +0.2% 69,125 $10.2M
Arax Advisory Partners 0.28% Add +3.0% 67,559 $10.0M
Montz Harcus Wealth Management LLC 4.01% Add +1.7% 67,045 $9.9M
IFG Advisors, LLC 1.61% New 66,512 $9.9M
Woodmont Investment Counsel LLC 0.60% Reduce -1.8% 66,178 $9.8M
Goldstone Financial Group, LLC 1.06% Reduce -2.6% 65,888 $9.8M
Voya Financial Advisors, Inc. 0.97% Add +29.6% 66,829 $9.7M
Daybright Advisory Services, Inc. 2.69% Reduce -1.4% 65,731 $9.7M
City State Bank 2.52% Add +6.2% 65,573 $9.7M
First National Bank of Omaha 0.30% Reduce -3.2% 66,532 $9.7M
Laurel Oak Wealth Management, LLC 1.62% Reduce -8.1% 65,036 $9.6M
Childress Capital Advisors, LLC 1.74% Add +27.9% 65,031 $9.6M
HBW Advisory Services LLC 1.01% Reduce -3.2% 64,857 $9.6M
Leelyn Smith, LLC 1.34% Add +2.8% 64,699 $9.6M
Sage Financial Management Group, Inc. 2.94% Reduce -0.5% 64,626 $9.6M
Baron Silver Stevens Financial Advisors, LLC 1.38% Reduce -1.5% 64,370 $9.5M
Capital Analysts, LLC 0.25% Reduce -6.2% 64,175 $9.5M
Silverlake Wealth Management LLC 1.99% Reduce -0.5% 63,819 $9.5M
ETF Portfolio Partners, Inc. 2.48% Add +3.6% 63,771 $9.4M
Simplicity Wealth,LLC 0.53% Add +4.3% 63,633 $9.4M
Gleason Group, Inc. 0.93% Add +0.6% 63,323 $9.4M
AA Financial Advisors, LLC 1.31% Reduce -6.3% 63,029 $9.3M
Ameritas Advisory Services, LLC 0.36% Reduce -4.3% 62,595 $9.3M
Paradigm Capital Management, LLC 8.56% Add +1.2% 62,420 $9.2M
Investors Research Corp 1.76% Add +5.0% 62,358 $9.2M
Employees' Retirement Fund of the City of Fort Worth 4.00% No change 62,303 $9.2M
Adirondack Capital Advisors, LLC 5.93% Add +12.2% 62,297 $9.2M
XML Financial, LLC 0.74% Add +2.9% 62,172 $9.2M
Tilson Financial Group, Inc. 2.76% Add +0.4% 62,109 $9.2M
Safe Harbor Family Capital, LLC 7.19% Add +15.0% 62,073 $9.2M
Three Bearings Fiduciary Advisors, Inc. 8.86% Reduce -0.4% 61,856 $9.2M
Chelsea Counsel Co. 4.06% No change 61,650 $9.1M
RDA Financial Network 2.28% Add +2.2% 61,506 $9.1M
Evergreen Capital Management LLC 0.20% Reduce -4.4% 61,276 $9.1M
Avantax Planning Partners, Inc. 0.25% Reduce -13.1% 61,065 $9.0M
180 Wealth Advisors, LLC 1.03% Reduce -1.3% 60,934 $9.0M
ArborFi Advisors, LLC 7.36% Reduce -0.3% 60,898 $9.0M
Creative Financial Designs Inc. 0.55% Add +1.4% 60,791 $9.0M
Sound View Wealth Advisors Group, LLC 0.61% Reduce -1.3% 60,702 $9.0M
Penney Financial, LLC 3.45% Reduce -0.2% 60,660 $9.0M
Kestra Private Wealth Services, LLC 0.11% Add +2.2% 60,454 $9.0M
Lebenthal Global Advisors, LLC 1.30% Add +87.7% 60,252 $8.9M
Bay Capital Advisors, LLC 5.49% Add +7.6% 60,117 $8.9M
Principal Securities, Inc. 0.13% Reduce -1.6% 59,993 $8.9M
Eagle Strategies LLC 1.06% Add +90.0% 59,923 $8.9M
Vision Retirement, LLC 2.52% Add +1.2% 59,826 $8.9M
Tyche Wealth Partners LLC 1.36% Add +8.4% 59,702 $8.8M
CVA Family Office, LLC 0.93% Add +9.0% 59,390 $8.8M
Apeiron RIA LLC 2.03% Reduce -2.8% 59,101 $8.8M
Western Wealth Management, LLC 0.33% Add +53.4% 58,975 $8.7M
Financially in Tune, LLC 7.49% Add +4.9% 58,813 $8.7M
Quest Investment Management LLC 1.01% Reduce -3.0% 58,308 $8.6M
Covington Investment Advisors Inc. 1.27% Add +4.4% 58,249 $8.6M
Davidson Investment Advisors 0.37% Reduce -0.2% 58,029 $8.6M
Level Four Advisory Services, LLC 0.28% Add +3.1% 57,998 $8.6M
Wealthcare Capital Partners, LLC 4.01% Add +16.8% 57,835 $8.6M
Evanson Asset Management, LLC 0.46% Add +0.4% 57,833 $8.6M
WealthBridge Capital Management, LLC 1.97% Add +1.8% 57,656 $8.5M
Williams Jones Wealth Management, LLC. 0.10% Add +6.9% 57,391 $8.5M
Advisory Services Network, LLC 0.11% Reduce -12.7% 57,237 $8.5M
Ranch Capital Advisors Inc. 3.08% Add +3.0% 56,975 $8.4M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -15.2% 55,615 $8.2M
Sigma Investment Counselors Inc. 0.43% Reduce -7.6% 55,527 $8.2M
Verity & Verity, LLC 0.61% Add +1.8% 55,383 $8.2M
Beacon Advisors Holdings, LLC 4.38% Add +0.1% 55,238 $8.2M
Kingswood Wealth Advisors, LLC 0.38% Add +6.5% 54,752 $8.1M
Drucker Wealth 3.0, LLC 1.41% Reduce -1.2% 54,491 $8.1M
Gotham Asset Management 0.02% Add +31.2% 54,486 $8.1M
Talisman Wealth Advisors LLC 6.49% Add +2.0% 54,377 $8.1M
Tide Cove Capital Partners LLC 5.43% Reduce -20.4% 51,610 $8.0M
Dorsey & Whitney Trust CO LLC 0.44% Reduce -0.1% 53,515 $7.9M
Jmac Enterprises LLC 1.52% Add +1.6% 53,457 $7.9M
Vanguard National Trust Co 0.50% — 53,255 $7.9M
OneAscent Financial Services LLC 0.42% Add +694.0% 52,866 $7.8M
Modera Wealth Management, LLC 0.09% Reduce -1.3% 52,752 $7.8M
JFS Wealth Advisors, LLC 0.43% Reduce -7.5% 52,324 $7.7M
Guardian Financial Partners, LLC 3.27% Reduce -8.5% 52,285 $7.7M
Sherman Wealth Management LLC 6.61% Reduce -2.9% 51,985 $7.7M
Quadcap Wealth Management, LLC 0.88% Reduce -4.3% 51,876 $7.7M
Sage Rhino Capital LLC 1.44% Reduce -1.3% 51,859 $7.7M
Sequoia Financial Advisors, LLC 0.04% Reduce -11.8% 51,543 $7.6M
AssuredPartners Investment Advisors, LLC 0.82% Add +238.3% 50,800 $7.6M
Midwest Trust Co 0.09% Reduce -47.6% 50,745 $7.5M
Integrity Alliance, Llc. 0.29% Reduce -27.7% 50,667 $7.5M
Aspire Capital Advisors LLC 1.69% Add +22.8% 50,530 $7.5M
Fiduciary Group, LLC 0.64% Add +7.2% 50,236 $7.4M
MSH Capital Advisors LLC 1.57% Add +4.2% 50,165 $7.4M
Benjamin Edwards Inc. 0.07% Add +2.7% 49,679 $7.4M
Croban 3.44% Add +6.8% 49,433 $7.3M
Founders Grove Wealth Partners, LLC 1.66% Reduce -3.5% 49,215 $7.3M
Destiny Wealth Partners, LLC 0.79% Reduce -0.0% 48,896 $7.2M
Cascade Financial Partners, LLC 0.74% Reduce -1.7% 48,650 $7.2M
IHT Wealth Management, LLC 0.17% Add +23.0% 48,615 $7.2M
Rooted Wealth Advisors, Inc. 1.90% Reduce -1.0% 46,394 $7.2M
Whittier Trust Co. 0.08% Reduce -5.2% 48,316 $7.2M
Biltmore Family Office, LLC 1.00% Add +5.3% 48,446 $7.2M
Atria Investments, Inc 0.08% Reduce -2.2% 48,146 $7.1M
Prime Capital Investment Advisors, LLC 0.08% Reduce -2.5% 47,794 $7.1M
Wealthspan Partners, LLC 2.48% Add +4.4% 47,543 $7.0M
Global Strategic Investment Solutions, LLC 0.69% Reduce -7.2% 47,200 $7.0M
Wealth Care LLC 6.21% — 47,200 $7.0M
Darrow Company, Inc. 3.11% Reduce -2.6% 46,623 $6.9M
Tritonpoint Wealth, LLC 0.74% Add +1.7% 46,554 $6.9M
Vise Technologies, Inc. 0.14% No change 48,002 $6.9M
Patriot Financial Group Insurance Agency, LLC 0.39% Add +132.7% 46,432 $6.9M
OneDigital Investment Advisors LLC 0.07% Add +19.8% 45,944 $6.8M
Sovereign Financial Group, Inc. 1.18% Reduce -2.2% 45,920 $6.8M
WealthPLAN Partners, LLC 1.31% Add +1.9% 45,843 $6.8M
Embree Financial Group 0.80% Reduce -1.3% 45,822 $6.8M
Telos Capital Management, Inc. 0.65% Add +3.8% 45,783 $6.8M
Foundations Investment Advisors, LLC 0.08% Reduce -6.9% 45,728 $6.8M
Brown Brothers Harriman & Co. 0.04% Add +6.6% 45,400 $6.7M
Wealth Management Associates, Inc. 2.32% Add +5.0% 45,322 $6.7M
Mission Wealth Management, LP 0.14% Reduce -8.8% 45,243 $6.7M
Cypress Wealth Services, LLC 0.95% Reduce -1.6% 45,221 $6.7M
Arcataur Capital Management LLC 1.83% Add +8.3% 44,402 $6.6M
Allen Capital Group, LLC 0.59% Add +0.7% 44,354 $6.6M
MidAtlantic Capital Management, Inc. 4.48% Reduce -0.1% 43,829 $6.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -45.5% 43,591 $6.5M
Manning & Napier Advisors LLC 0.09% Add +1.6% 43,558 $6.5M
First PREMIER Bank 1.48% Reduce -2.0% 43,253 $6.4M
FFG Retirement Advisors LLC 3.70% Reduce -7.4% 42,927 $6.4M
AE Wealth Management LLC 0.03% Reduce -80.0% 42,819 $6.3M
waypoint wealth counsel 3.27% Reduce -46.8% 42,757 $6.3M
Caprock Group, LLC 0.15% Reduce -6.7% 42,725 $6.3M
Wilmington Savings Fund Society, FSB 0.15% Add +3.2% 42,034 $6.2M
Dumont & Blake Investment Advisors LLC 1.55% Reduce -2.0% 41,954 $6.2M
Chaney Capital Management, Inc. 2.18% Reduce -6.5% 41,721 $6.2M
Onyx Bridge Wealth Group LLC 0.66% Add +7.1% 41,636 $6.2M
Strategic Advisors LLC 1.02% Add +25.6% 41,552 $6.2M
Hofer & Associates. Inc 3.30% Add +1.0% 41,503 $6.1M
PFG Investments, LLC 0.29% Reduce -3.7% 41,489 $6.1M
NORTHSTAR ASSET MANAGEMENT Co 1.38% Add +7.5% 41,365 $6.1M
Flywheel Private Wealth LLC 3.49% Reduce -0.0% 41,351 $6.1M
Independence Bank of Kentucky 0.77% Reduce -0.1% 41,227 $6.1M
Parallel Advisors, LLC 0.11% Add +0.9% 41,226 $6.1M
Oxler Private Wealth LLC 1.91% Reduce -3.1% 41,218 $6.1M
Vanguard Advisers Inc. 0.02% — 41,142 $6.1M
Apollon Wealth Management, LLC 0.10% Add +4.4% 41,004 $6.1M
Gallagher Capital Advisors, LLC 4.06% Add +1.8% 40,724 $6.0M
EverSource Wealth Advisors, LLC 0.18% Reduce -15.1% 40,662 $6.0M
Diversify Wealth Management, LLC 0.11% Add +24.5% 38,966 $6.0M
Dickmeyer Boyce Financial Management, Inc. 3.53% — 40,530 $6.0M
Dynamic Advisor Solutions LLC 0.19% Add +0.8% 40,382 $6.0M
Trinity Financial Advisors LLC 1.70% Reduce -1.2% 40,291 $6.0M
Wealthspire Retirement, LLC 0.36% Add +26.4% 40,103 $5.9M
Clear Harbor Asset Management, LLC 0.41% Reduce -2.8% 39,841 $5.9M
Rosenberg Matthew Hamilton 1.20% Reduce -1.0% 39,572 $5.9M
Busey Bank 0.16% Reduce -15.1% 39,545 $5.9M
Union Savings Bank 2.55% Reduce -2.1% 39,294 $5.8M
Accel Wealth Management 1.51% Reduce -0.2% 39,162 $5.8M
McGlone Suttner Wealth Management, Inc. 0.77% Add +0.4% 39,029 $5.8M
StoneX Group Inc. 0.31% Reduce -45.0% 39,026 $5.8M
Choreo, LLC 0.07% Add +1.8% 38,837 $5.8M
Breakwater Investment Management 2.13% Reduce -2.0% 38,648 $5.7M
Sweeney & Michel, LLC 1.68% Add +0.3% 37,330 $5.7M
Composition Wealth, LLC 0.08% Add +3.9% 38,590 $5.7M
BIP Wealth, LLC 0.23% Reduce -15.5% 38,520 $5.7M
Bridgewealth Advisory Group, LLC 1.17% Reduce -0.7% 38,168 $5.7M
CoreFirst Bank & Trust 2.99% Reduce -2.4% 38,093 $5.6M
Means Investment Co., Inc. 0.49% Reduce -2.6% 37,559 $5.6M
Seneca House Advisors 2.21% Add +1.3% 37,484 $5.6M
Blackston Financial Advisory Group, LLC 3.48% Reduce -2.3% 37,475 $5.5M
Capital Investment Advisory Services, LLC 0.40% Add +5.9% 37,326 $5.5M
Charter Oak Capital Management, LLC 0.43% Add +54.3% 37,278 $5.5M
URS Advisory LLC 4.01% Add +59.8% 37,006 $5.5M
Cannon Wealth Management Services, LLC 3.70% Add +4.8% 36,976 $5.5M
Oxinas Partners, LLC 2.48% Add +21.6% 36,696 $5.4M
Parkside Financial Bank & Trust 0.42% Add +1.9% 36,547 $5.4M
Walter & Keenan Wealth Management LLC /in/ 1.52% Reduce -6.6% 36,489 $5.4M
Parsons Capital Management Inc. 0.25% Add +4.7% 36,291 $5.4M
Rehmann Capital Advisory Group 0.27% Add +7.6% 35,533 $5.3M
Investor's Fiduciary Advisor Network, LLC 1.61% Reduce -1.7% 35,518 $5.3M
Pacific Center for Financial Services 1.32% Add +0.9% 35,262 $5.2M
Meridian Wealth Management, LLC 0.19% Add +9.6% 35,185 $5.2M
RFG Advisory, LLC 0.10% Add +9.4% 35,157 $5.2M
Uptick Partners, LLC 1.03% Reduce -9.9% 34,939 $5.2M
Legacy Advisors, LLC 0.61% Add +1.3% 34,875 $5.2M
Agf Management Ltd. 0.02% Reduce -7.7% 34,565 $5.1M
Evolve Private Wealth, LLC 0.27% Add +56.5% 34,504 $5.1M
Selby Wealth Management, LLC 2.00% Add +72.3% 34,325 $5.1M
Ally Invest Advisors Inc. 0.34% Add +1.5% 33,972 $5.0M
Signature Estate & Investment Advisors LLC 0.10% Reduce -1.1% 33,962 $5.0M
Exchange Traded Concepts, LLC 0.04% Reduce -18.3% 33,949 $5.0M
Manchester Capital Management LLC 0.72% Add +2.1% 33,947 $5.0M
McNaughton Wealth Management, LLC 2.07% Add +0.8% 33,838 $5.0M
Rockland Trust Co. 0.20% Reduce -3.0% 33,801 $5.0M
Ironsides Asset Advisors, LLC 1.23% Add +0.0% 33,235 $4.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% Reduce -25.6% 33,060 $4.9M
Donaldson Capital Management, LLC 0.16% Add +13.2% 32,950 $4.9M
Sapient Capital LLC 0.07% Add +9.0% 32,811 $4.9M
CX Institutional 0.15% Reduce -0.6% 32,802 $4.9M
Ritter Daniher Financial Advisory LLC / DE 0.82% Reduce -0.8% 32,801 $4.9M
Catalyst Investment Management LLC 5.37% Reduce -18.6% 31,215 $4.8M
Prospera Financial Services Inc 0.08% Reduce -1.3% 32,622 $4.8M
Trust Co 0.45% Reduce -3.6% 32,062 $4.7M
Armstrong Advisory Group, Inc. 0.32% Add +0.7% 32,016 $4.7M
Everett Harris & Co. 0.06% Reduce -2.4% 31,901 $4.7M
CORDA Investment Management, LLC. 0.33% Reduce -3.7% 31,811 $4.7M
Navigation Group, LLC 1.09% — 31,425 $4.7M
FRG Family Wealth Advisors LLC 0.76% Add +4.7% 31,186 $4.6M
M Holdings Securities, Inc. 0.31% Reduce -4.0% 31,077 $4.6M
HUB Investment Partners, LLC 0.11% Add +77.8% 31,068 $4.6M
First Citizens Bank & Trust Co. 0.10% Reduce -0.1% 31,004 $4.6M
Wedmont Private Capital 0.15% Add +14.6% 30,183 $4.6M
Hanover Advisors Inc. 1.86% Add +0.2% 30,927 $4.6M
Atticus Wealth Management, LLC 1.24% Reduce -3.2% 30,844 $4.6M
Fiduciary Advisors, Inc. 3.40% Add +0.0% 30,541 $4.5M
Glen Eagle Advisors, LLC 0.63% Reduce -0.2% 30,405 $4.5M
SKY-Mountain Capital Management, Inc. 3.22% Add +0.9% 30,337 $4.5M
Cornell Pochily Investment Advisors, Inc. 1.32% Reduce -0.0% 30,286 $4.5M
Ritholtz Wealth Management 0.08% Add +1.1% 30,261 $4.5M
Ayalon Insurance Comp Ltd. 0.91% No change 30,236 $4.5M
GC Wealth Management RIA, LLC 0.18% Add +1.7% 30,022 $4.4M
Advisors Capital Management, LLC 0.05% Add +2.6% 29,818 $4.4M
Betterment LLC 0.01% Add +9.7% 29,658 $4.4M
Chicago Partners Investment Group LLC 0.10% Add +7.0% 28,233 $4.4M
Kapstone Financial Advisors LLC 2.14% Add +0.3% 29,489 $4.4M
Sowell Financial Services LLC 0.16% Add +3.0% 29,483 $4.4M
Savant Capital, LLC 0.02% Add +7.7% 29,323 $4.3M
OMNI 360 Wealth, Inc. 2.23% Add +2.9% 29,161 $4.3M
Manufacturers Life Insurance Company, The 0.00% Add +15.1% 29,086 $4.3M
Savvy Advisors, Inc. 0.12% Add +32.4% 29,030 $4.3M
Cornerstone Advisors Asset Management, LLC 0.66% No change 29,009 $4.3M
LifeSteps Financial, Inc. 2.72% Reduce -0.6% 28,904 $4.3M
Infinity Wealth Counsel, LLC 3.93% Add +0.3% 28,895 $4.3M
Forza Wealth Management, LLC 1.48% Reduce -2.7% 28,680 $4.2M
Pekin Hardy Strauss, Inc. 0.44% Add +3.4% 28,650 $4.2M
Triangle Securities Wealth Management 0.96% Reduce -1.8% 28,647 $4.2M
Maseco LLP 0.13% Reduce -2.9% 28,634 $4.2M
Wealth Management Partners, LLC 1.21% Reduce -1.0% 28,513 $4.2M
LightSquare Wealth Management, LLC 3.15% — 28,413 $4.2M
Verdence Capital Advisors LLC 0.24% Add +4.0% 28,260 $4.2M
Richard C. Young & CO., LTD. 0.35% Reduce -2.0% 28,174 $4.2M
Climber Capital SA 2.73% Reduce -12.9% 29,418 $4.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 28,102 $4.2M
Hippocratic Financial Advisors, LLC 1.82% Reduce -7.9% 28,088 $4.2M
Victory Financial Group, LLC 0.51% Reduce -1.6% 27,962 $4.1M
Integrity Wealth Solutions LLC 1.62% Reduce -0.9% 27,831 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.7% 27,787 $4.1M
Johnson Investment Counsel Inc. 0.03% Add +2.2% 27,666 $4.1M
KDT Advisors, LLC 6.50% No change 27,539 $4.1M
Rossby Financial, LCC 0.85% Add +27.1% 27,565 $4.1M
Hyposwiss Advisors SA 3.98% No change 27,170 $4.0M
Mgo One Seven LLC 0.08% Reduce -14.2% 27,159 $4.0M
71 West Capital Partners 0.18% Add +27.4% 27,057 $4.0M
Sigma Planning Corp 0.11% Add +0.8% 27,033 $4.0M
Ausdal Financial Partners, Inc. 0.18% Reduce -1.5% 26,728 $4.0M
StrongBox Wealth, LLC 1.26% Add +0.5% 26,691 $4.0M
New England Private Wealth Advisors LLC 0.46% Add +0.5% 26,618 $3.9M
Mill Creek Capital Advisors, LLC 0.08% Add +0.5% 26,591 $3.9M
Culbertson A N & Co. Inc. 0.50% Reduce -5.4% 26,053 $3.9M
Guyasuta Investment Advisors Inc. 0.22% Add +1.9% 25,962 $3.8M
Advisor OS, LLC 0.28% Reduce -8.9% 25,738 $3.8M
Sunburst Financial Group, LLC 0.73% Reduce -7.5% 25,714 $3.8M
Sara-Bay Financial 1.14% Add +11.3% 25,678 $3.8M
Choate Investment Advisors 0.07% No change 25,524 $3.8M
Delta Financial Advisors LLC 0.98% No change 25,512 $3.8M
Bison Wealth, LLC 0.37% Add +2.1% 24,238 $3.8M
Dodds Wealth, LLC 0.92% Reduce -5.4% 25,334 $3.8M
Davidson Trust Co. 1.60% Add +0.3% 25,127 $3.7M
Eldridge Investment Advisors, Inc. 0.82% Add +74.7% 25,115 $3.7M
Blake Schutter Theil Wealth Advisors, LLC 3.00% Add +6.3% 24,863 $3.7M
Perigon Wealth Management, LLC 0.07% Add +6.6% 24,680 $3.7M
Confluence Wealth Services, Inc. 0.14% Reduce -0.1% 24,655 $3.7M
Wilkins Miller Wealth Management, LLC 2.21% Add +3.9% 24,645 $3.6M
Etesian Wealth Advisors, Inc. 1.16% Add +34.3% 24,590 $3.6M
TFB Advisors LLC 1.90% Add +18.3% 24,566 $3.6M
Mainsail Asset Management, LLC 1.63% Reduce -0.0% 24,456 $3.6M
Jackson Wealth Management, LLC 0.37% Add +0.2% 24,286 $3.6M
Orion Capital Management LLC 1.23% Reduce -5.6% 24,092 $3.6M
Smartleaf Asset Management LLC 0.13% Reduce -2.2% 24,503 $3.6M
Whittier Trust Co. of Nevada Inc. 0.07% Add +10.1% 23,907 $3.6M
Kaizen Financial Strategies 1.50% Add +599.4% 22,948 $3.5M
German American Bancorp, Inc. 0.30% No change 23,821 $3.5M
CDM Financial Counseling Services, Inc. 3.36% Reduce -3.7% 23,738 $3.5M
Redhawk Wealth Advisors, Inc. 0.39% Reduce -2.1% 23,700 $3.5M
SageView Advisory Group, LLC 0.13% Reduce -9.9% 23,457 $3.5M
Panoramic Investment Advisors, LLC 1.88% Add +1.1% 23,421 $3.5M
Burke & Herbert Bank & Trust Co. 0.96% No change 23,407 $3.5M
Disciplined Investors, L.L.C. 2.05% Reduce -2.6% 23,272 $3.4M
Warner Financial, Inc. 1.18% Add +0.1% 23,231 $3.4M
Bangor Savings Bank 0.27% Reduce -0.4% 23,120 $3.4M
Founders Financial Alliance, LLC 0.62% Reduce -0.4% 23,094 $3.4M
Cambridge Capital Management, LLC 1.47% Reduce -5.0% 23,013 $3.4M
Great Valley Advisor Group, Inc. 0.06% Add +41.4% 22,944 $3.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +1.1% 22,811 $3.4M
WCG Wealth Advisors LLC 0.09% Add +12.3% 22,802 $3.4M
Consultiva Wealth Management, Corp. 9.78% Reduce -4.3% 22,757 $3.4M
Simon Quick Advisors, LLC 0.15% Reduce -1.1% 22,666 $3.4M
Hayek Kallen Investment Management 1.08% New 22,470 $3.3M
Harbor Investment Advisory, LLC 0.26% Add +6.6% 22,424 $3.3M
MJP Associates Inc. 0.40% Reduce -12.4% 22,177 $3.3M
Xcelsior Advisor Partners LLC 1.26% Add +10.0% 22,167 $3.3M
CGN Advisors LLC 0.26% Add +2.5% 21,918 $3.2M
Citadel Advisors 0.00% New 21,897 $3.2M
Platform Technology Partners 0.62% No change 21,855 $3.2M
Larson Financial Group LLC 0.10% Add +13.6% 21,826 $3.2M
Diversified Portfolios, Inc. 0.27% No change 21,823 $3.2M
Mechanics Bank Trust Department 0.45% Reduce -0.8% 21,822 $3.2M
Carnegie Investment Counsel 0.06% Reduce -1.5% 21,720 $3.2M
Wealthfront Advisers LLC 0.01% Add +31.8% 21,689 $3.2M
Cullen/Frost Bankers, Inc. 0.04% Add +1.7% 21,643 $3.2M
Livet Wealth, LLC 2.04% Reduce -0.9% 21,641 $3.2M
PAX Financial Group, LLC 0.55% Reduce -12.3% 21,611 $3.2M
Kohmann Bosshard Financial Services, LLC 0.31% No change 21,513 $3.2M
Northstar Group, Inc. 0.47% Reduce -0.4% 21,467 $3.2M
Connecticut Wealth Management, LLC 0.13% Add +1.2% 21,448 $3.2M
Quantum Capital Management, LLC / NJ 0.40% Reduce -2.9% 21,351 $3.2M
Intellectus Partners, LLC 0.65% No change 21,350 $3.2M
Patten Group, Inc. 0.55% Add +8.1% 21,324 $3.2M
Koshinski Asset Management, Inc. 0.20% Add +8.2% 21,176 $3.1M
Citizens Financial Group Inc. 0.04% Reduce -0.6% 21,156 $3.1M
Kovack Advisors, Inc. 0.17% Add +2.5% 21,158 $3.1M
Hickory Point Bank & Trust 2.07% Reduce -0.3% 21,134 $3.1M
Regal Investment Advisors LLC 0.18% Add +37.4% 21,117 $3.1M
BOK Financial Private Wealth, Inc. 0.19% Reduce -2.1% 20,952 $3.1M
Haverford Trust Co 0.03% Reduce -14.7% 20,944 $3.1M
Montecito Bank & Trust 0.51% Reduce -7.1% 20,898 $3.1M
VeraBank, N.A. 0.57% No change 20,845 $3.1M
Scotia Capital Inc. 0.01% Reduce -9.7% 20,812 $3.1M
International Assets Investment Management, LLC 0.21% Reduce -20.4% 20,815 $3.1M
Brighton Jones LLC 0.07% New 20,635 $3.1M
Daymark Wealth Partners, LLC 0.10% Reduce -4.2% 20,624 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -1.3% 20,444 $3.0M
Cozad Asset Management Inc. 0.24% Add +0.8% 20,332 $3.0M
Schroder Investment Management Group 0.00% No change 20,320 $3.0M
Pallas Capital Advisors LLC 0.11% Reduce -2.3% 20,269 $3.0M
Arsenal Capital Advisors LLC 2.18% Add +11.4% 20,235 $3.0M
First County Bank 1.61% Reduce -27.2% 20,228 $3.0M
Mount Lucas Management LP 1.11% Add +3.5% 20,219 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Add +1.9% 20,170 $3.0M
Focused Alpha, LLC 0.92% Add +5.7% 20,090 $3.0M
United Community Bank 0.99% Add +40.5% 20,038 $3.0M
Rothschild Investment LLC 0.15% Add +7.3% 20,020 $3.0M
Diversified Trust Co. 0.05% No change 19,883 $2.9M
Financial Planning Hawaii, Inc. 1.72% Add +0.1% 19,709 $2.9M
Old Port Advisors 0.67% Reduce -4.0% 19,587 $2.9M
New Covenant Trust Company, N.A. 2.58% Reduce -4.5% 19,544 $2.9M
Riverbend Wealth Management, LLC 1.78% Add +3.5% 19,352 $2.9M
Capital Investment Advisors, LLC 0.04% Add +4.2% 19,290 $2.9M
Liberty Square Wealth Partners LLC 0.79% Add +0.3% 19,237 $2.8M
Ashton Thomas Private Wealth, LLC 0.07% Add +4.1% 19,235 $2.8M
Obermeyer Wealth Partners 0.13% Reduce -1.1% 19,202 $2.8M
M.E. Allison & Co., Inc. 1.88% Add +0.0% 19,192 $2.8M
Flputnam Investment Management Co. 0.04% Reduce -2.9% 19,058 $2.8M
Steffes Financial, Ltd. 1.49% Reduce -4.3% 19,025 $2.8M
Independent Wealth Network Inc. 0.84% Add +0.5% 18,960 $2.8M
Hicks Capital Management LLC 2.81% Reduce -0.7% 18,950 $2.8M
Sageworth Trust Co 0.12% No change 18,944 $2.8M
Eukles Asset Management 1.25% Add +1.6% 18,874 $2.8M
1900 Wealth Management LLC 0.18% Add +7.0% 18,867 $2.8M
First Trust Advisors LP 0.00% Add +0.9% 18,836 $2.8M
Lynx Investment Advisory 1.33% Add +66.7% 18,824 $2.8M
Signet Financial Management, LLC 0.31% Reduce -6.2% 18,772 $2.8M
Precedent Wealth Partners, LLC 0.55% Add +1.8% 18,404 $2.7M
Oppenheimer & Co. Inc. 0.03% Add +9.1% 18,379 $2.7M
Investment Management Corp. /Va/ 2.31% Add +1.2% 18,142 $2.7M
Bouchey Financial Group, Ltd. 0.20% Add +0.0% 17,542 $2.7M
Prospect Financial Services LLC 1.62% Add +29.8% 17,960 $2.7M
Roundview Capital LLC 0.17% Reduce -1.8% 17,925 $2.7M
TRB Wealth Management, LLC 0.38% — 17,893 $2.6M
Evoke Wealth, LLC 0.05% Add +16.5% 17,885 $2.6M
Vicus Capital 0.19% Reduce -1.0% 17,816 $2.6M
Lodestar Private Asset Management LLC 0.26% Add +0.6% 17,763 $2.6M
Thrive Capital Management, LLC 0.57% Reduce -10.5% 17,708 $2.6M
Ancora Advisors LLC 0.06% Add +22.4% 17,676 $2.6M
Kuhn & Co Investment Counsel 1.67% Reduce -0.2% 17,498 $2.6M
AIMZ Investment Advisors, LLC 0.80% Reduce -4.3% 17,484 $2.6M
Opes Wealth Management LLC 0.44% Reduce -0.1% 17,454 $2.6M
Keystone Financial Group 0.18% Add +9.0% 17,451 $2.6M
Vickerman Investment Advisors, Inc. 0.54% Add +224.2% 17,446 $2.6M
Elite Financial, Inc. 1.15% Add +0.6% 17,368 $2.6M
Oasis Advisors, LLC 0.50% New 262,386 $2.6M
1015 Capital Partners, LLC 2.48% Add +7.2% 17,220 $2.6M
Blankinship & Foster, LLC 0.56% No change 17,170 $2.5M
My Personal CFO, LLC 1.11% No change 17,165 $2.5M
Ridgecrest Wealth Partners, LLC 1.40% Add +7.5% 17,142 $2.5M
Flagstar Securities, Inc. 0.92% Add +10.9% 17,111 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -0.4% 17,089 $2.5M
NewEdge Wealth, LLC 0.03% Add +36.9% 17,061 $2.5M
Compass Ion Advisors, LLC 0.24% Reduce -10.1% 17,017 $2.5M
Clarity Capital Advisors, LLC 1.17% Reduce -0.3% 17,002 $2.5M
Private Trust Co. NA 0.22% Add +4.8% 16,807 $2.5M
Rockingstone Advisors LLC 1.14% Add +1.5% 16,807 $2.5M
HighPoint Advisor Group LLC 0.10% Add +33.4% 16,722 $2.5M
Antonelli Financial Advisors, LLC 1.71% Reduce -21.7% 16,717 $2.5M
Auour Investments LLC 0.78% Add +4.4% 16,691 $2.5M
Howland Capital Management LLC 0.10% No change 16,688 $2.5M
Avidian Wealth Enterprises, LLC 0.08% Add +17.5% 16,684 $2.5M
McNamara Financial Services, Inc. 0.47% Reduce -0.6% 16,653 $2.5M
Collective Family Office LLC 0.55% Reduce -3.2% 16,644 $2.5M
Wesbanco Bank Inc. 0.07% Add +7.1% 16,643 $2.5M
Decker Retirement Planning Inc. 1.11% Add +8.4% 16,581 $2.5M
Beto Financial Group, LLC 1.44% Add +46.5% 15,822 $2.5M
O'ROURKE & COMPANY, Inc 0.97% Add +6.3% 16,521 $2.4M
North Star Investment Management Corp. 0.15% Add +4.7% 16,494 $2.4M
Capital City Trust Co. 0.56% Reduce -1.1% 16,456 $2.4M
Glassman Wealth Services 0.33% Reduce -0.5% 16,393 $2.4M
Ascent Group, LLC 0.08% Reduce -0.0% 16,334 $2.4M
Hegarty Advisors, LLC 1.90% Add +2.3% 16,290 $2.4M
Tradition Wealth Management, LLC 0.17% Reduce -0.5% 16,163 $2.4M
N.E.W. Advisory Services LLC 0.18% Add +26.4% 16,155 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.98% Add +0.3% 16,100 $2.4M
Weaver Consulting Group 0.57% Reduce -6.9% 16,022 $2.4M
Capital Advantage, Inc. 0.31% Reduce -1.6% 15,977 $2.4M
Colony Family Offices, LLC 0.58% No change 15,942 $2.4M
Faithward Advisors, LLC 0.34% Add +49.3% 15,889 $2.4M
Oxford Financial Group, LTD. LLC 0.13% No change 15,875 $2.4M
Royal Fund Management, LLC 0.22% Add +2.3% 15,796 $2.3M
First Merchants Corp. 0.09% Reduce -0.4% 15,694 $2.3M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -37.3% 15,688 $2.3M
Stonebridge Financial Planning Group, LLC 0.85% No change 15,567 $2.3M
Arrowroot Family Office, LLC 0.76% Reduce -14.8% 15,555 $2.3M
Prudent Man Advisors, LLC 0.69% Add +1.2% 15,492 $2.3M
SP Asset Management LLC 0.20% Add +0.6% 15,475 $2.3M
National Bank of Canada 0.00% Add +14.2% 15,390 $2.3M
Fonville Wealth Management LLC 0.43% Reduce -3.4% 15,327 $2.3M
Wealthedge Investment Advisors, LLC 0.83% Reduce -10.5% 15,326 $2.3M
Franklin Resources Inc. 0.00% Reduce -54.3% 15,300 $2.3M
Bigelow Investment Advisors, LLC 0.90% Add +3.3% 15,247 $2.3M
FF Advisors,LLC 0.91% Reduce -0.0% 14,477 $2.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -3.5% 15,193 $2.3M
Coordinated Financial Services, Inc. 1.31% Reduce -0.7% 15,182 $2.2M
Holderness Investments Co. 0.45% Add +21.9% 15,158 $2.2M
Financial Enhancement Group LLC 0.28% Add +10.2% 14,427 $2.2M
Sagespring Wealth Partners, LLC 0.04% Reduce -0.8% 15,100 $2.2M
Janus Henderson Group PLC 0.00% Reduce -1.7% 15,066 $2.2M
Axis Wealth Partners, LLC 1.19% Add +1.3% 15,054 $2.2M
Richard W. Paul & Associates, LLC 0.75% Reduce -0.0% 15,046 $2.2M
Centurion Wealth Management LLC 0.50% Add +1.1% 15,037 $2.2M
Cambridge Financial Group, LLC 0.75% Reduce -26.8% 15,013 $2.2M
Webster Bank, N. A. 0.21% No change 15,009 $2.2M
Alexander Labrunerie & Co., Inc. 0.84% Add +12.3% 14,977 $2.2M
Carr Financial Group Corp 0.58% Reduce -5.3% 14,969 $2.2M
TD Waterhouse Canada Inc. 0.01% Add +22.5% 14,988 $2.2M
Scott Capital Advisors, LLC 0.45% Add +6.8% 14,501 $2.2M
Essex Bank 0.49% Reduce -1.1% 14,876 $2.2M
Investmark Advisory Group LLC 0.93% Reduce -0.3% 14,610 $2.2M
Amicus Financial Advisors, LLC 0.59% Add +1.4% 14,566 $2.2M
Moseley Investment Management Inc. 0.69% Reduce -0.6% 14,542 $2.2M
Capital Advisors Inc. 0.03% Add +3.8% 14,539 $2.2M
Citizens National Bank Trust Department 0.36% Reduce -4.9% 14,510 $2.1M
Mark Sheptoff Financial Planning, LLC 1.14% Add +24.2% 13,741 $2.1M
Monument Capital Management 0.54% Reduce -29.3% 14,476 $2.1M
Joseph Group Capital Management 0.53% Add +0.8% 14,434 $2.1M
Compass Financial Services Inc 0.92% Add +0.3% 14,364 $2.1M
Arwa LLC 1.05% Reduce -8.7% 13,858 $2.1M
Brighton Securities Corp. 1.02% Reduce -6.0% 14,234 $2.1M
Centaurus Financial, Inc. 0.10% Add +7.3% 14,115 $2.1M
J Hagan Capital, Inc. 1.13% Add +6.2% 14,101 $2.1M
R. W. Roge & Company, Inc. 0.99% Reduce -2.3% 14,086 $2.1M
Verus Capital Partners, LLC 0.14% Add +3.4% 14,084 $2.1M
Medallion Wealth Advisors, LLC 0.68% Reduce -2.1% 14,068 $2.1M
Financial Insights, Inc. 0.68% Add +1.4% 14,068 $2.1M
Fidelis Capital Partners, LLC 0.15% Add +141.5% 14,061 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +11.1% 14,037 $2.1M
UMB Bank, n.a. 0.03% Add +17.5% 14,026 $2.1M
COFG Advisors, LLC 0.51% Add +4.3% 14,011 $2.1M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.86% Add +1.1% 13,994 $2.1M
APS Management Group, Inc. 1.77% Add +0.1% 13,992 $2.1M
Apriem Advisors 0.20% Add +590.4% 13,974 $2.1M
Junk Investment Group, LLC 1.07% — 13,833 $2.0M
Strategic Wealth Partners, Ltd. 0.14% Add +6.0% 13,830 $2.0M
Circle Wealth Management, LLC 0.03% No change 13,749 $2.0M
Creekside Partners 0.84% Add +0.0% 13,698 $2.0M
Beacon Financial Advisory LLC 0.46% Reduce -2.0% 13,672 $2.0M
Leavell Investment Management, Inc. 0.08% Add +2.3% 13,648 $2.0M
Verity Asset Management, Inc. 0.85% Add +4.4% 13,640 $2.0M
W Advisors, LLC 1.03% Add +3.2% 13,582 $2.0M
Pacific Sun Financial Corp 0.97% Add +0.2% 13,540 $2.0M
Blue Chip Partners, LLC 0.14% Reduce -3.2% 13,531 $2.0M
FAS Wealth Partners, Inc. 0.12% Reduce -0.2% 13,523 $2.0M
InvesTrust 0.84% Reduce -5.8% 13,465 $2.0M
Gladstone Institutional Advisory LLC 0.07% Add +15.0% 13,459 $2.0M
360 Financial, Inc. 0.59% Reduce -0.1% 13,326 $2.0M
Townsquare Capital LLC 0.44% Add +0.8% 13,302 $2.0M
Mather Group, Llc. 0.02% Add +0.7% 13,281 $2.0M
CRA Financial Services, LLC 0.25% Add +13.1% 13,222 $2.0M
Walkner Condon Financial Advisors LLC 0.26% Reduce -1.5% 13,222 $2.0M
Vermillion Wealth Management, Inc. 0.78% Add +12.8% 13,211 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +17.5% 13,184 $2.0M
Aspiriant, LLC 0.06% Add +2.0% 13,149 $1.9M
21 West Wealth Management LLC 1.81% Reduce -10.1% 13,148 $1.9M
Founders Financial Securities LLC 0.11% Reduce -15.9% 12,647 $1.9M
Stock Yards Bank & Trust Co. 0.06% Add +15.1% 12,917 $1.9M
Cardiff Park Advisors, LLC 0.15% Reduce -4.7% 12,840 $1.9M
Indivisible Partners 0.17% Add +136.0% 12,838 $1.9M
Formidable Asset Management, LLC 0.29% Reduce -4.4% 13,215 $1.9M
Wealth Management Nebraska 0.19% Reduce -0.7% 12,786 $1.9M
Arete Wealth Advisors, LLC 0.14% Reduce -1.1% 12,780 $1.9M
Petix & Botte Co 0.84% Reduce -49.0% 12,715 $1.9M
Fulton Bank, N.A. 0.07% No change 12,714 $1.9M
Gerald Baker Financial Group LLC 0.60% — 12,704 $1.9M
Red Tortoise LLC 0.79% Reduce -3.1% 12,701 $1.9M
Mosaic Family Wealth Partners, LLC 0.19% Add +11.6% 12,688 $1.9M
Leo Wealth, LLC 0.14% Reduce -9.8% 12,671 $1.9M
Opinicus Capital, Inc. 1.32% Add +1.8% 12,671 $1.9M
HBK Sorce Advisory LLC 0.04% Add +16.6% 12,064 $1.9M
SouthState Bank Corp 0.09% Add +198.9% 12,646 $1.9M
Advocate Investing Services LLC 1.58% Add +0.4% 12,600 $1.9M
ZWJ Investment Counsel Inc. 0.07% Reduce -2.5% 12,594 $1.9M
Cibc World Market Inc. 0.00% Add +0.9% 12,549 $1.9M
Luminvest Wealth Management LLC 0.49% No change 12,549 $1.9M
MOKAN Wealth Management Inc. 0.82% Add +2.7% 12,514 $1.9M
Tme Financial, Inc. 1.28% Add +2.7% 12,438 $1.8M
Red Door Wealth Management, LLC 0.19% Add +0.5% 12,408 $1.8M
Twin Focus Capital Partners, LLC 0.21% No change 12,366 $1.8M
Lanark Financial, Inc. 0.14% Reduce -9.1% 12,315 $1.8M
Gables Capital Management Inc. 0.77% No change 12,291 $1.8M
Coldstream Capital Management Inc. 0.02% Add +75.5% 12,279 $1.8M
Trinity Legacy Partners, LLC 0.39% Reduce -0.4% 11,861 $1.8M
Bensler, LLC 0.19% Reduce -6.7% 12,222 $1.8M
RM Financial Services, LLC 1.56% Add +23.3% 12,195 $1.8M
Capital Squared Financial LLC 1.37% Add +14.7% 12,131 $1.8M
Armor Investment Advisors, LLC 0.65% Reduce -0.8% 12,119 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -14.2% 12,057 $1.8M
Fca Corp. 0.50% Reduce -1.7% 12,032 $1.8M
Wedbush Securities Inc. 0.05% Add +1.8% 11,994 $1.8M
Sagace Wealth Management LLC 1.20% Reduce -1.6% 11,987 $1.8M
New Insight Wealth Advisors 0.64% Reduce -7.1% 11,961 $1.8M
Kastel Capital Advisors, LLC 1.08% No change 12,306 $1.8M
Mayflower Financial Advisors, LLC 0.21% Add +57.0% 11,922 $1.8M
Clarity Financial LLC 0.19% Reduce -5.8% 11,861 $1.8M
Claris Financial LLC 0.96% Add +9.1% 11,826 $1.8M
Rothschild Wealth LLC 0.16% Add +20.0% 11,809 $1.7M
Allie Family Office LLC 0.76% No change 11,795 $1.7M
John A. Wolfe & Associates, Inc. 2.67% Add +100.2% 18,210 $1.7M
Northcape Wealth Management, LLC 0.47% Add +2.5% 11,706 $1.7M
Fiduciary Alliance LLC 0.10% Add +12.4% 11,269 $1.7M
Seek First Inc. 1.21% Reduce -4.7% 11,633 $1.7M
Factor Wealth Management LTD 0.32% Reduce -33.4% 11,610 $1.7M
Root Financial Partners, LLC 0.08% Reduce -0.4% 11,606 $1.7M
Trilogy Capital Inc. 0.08% Add +3.8% 11,600 $1.7M
McClarren Financial Advisors, Inc. 1.02% Add +50.0% 11,577 $1.7M
Nilsine Partners, LLC 0.13% No change 11,088 $1.7M
LongView Wealth Management 0.43% Add +2.1% 11,182 $1.7M
Ti-Trust, Inc. 1.02% Add +9.4% 11,554 $1.7M
Y-Intercept (Hong Kong) Ltd 0.03% New 11,532 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -31.9% 11,500 $1.7M
Spire Wealth Management 0.06% Add +3.6% 11,467 $1.7M
Compound Planning, Inc. 0.05% Reduce -1.8% 11,431 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -8.5% 11,416 $1.7M
Anchor Investment Management, LLC 0.14% Add +8.0% 11,399 $1.7M
Covestor Ltd 1.17% Add +2.6% 11,394 $1.7M
Plante Moran Financial Advisors, LLC 0.11% Add +11.4% 11,391 $1.7M
Signaturefd, LLC 0.03% Add +35.3% 11,364 $1.7M
Ballentine Partners, LLC 0.02% Reduce -0.9% 11,349 $1.7M
Mraz, Amerine & Associates, Inc. 0.25% Reduce -1.9% 11,332 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Add +3.1% 11,314 $1.7M
Mascagni Wealth Management, Inc. 1.19% Add +14.8% 11,299 $1.7M
Capital Group Private Client Services, Inc. 0.03% Add +0.3% 11,261 $1.7M
Westfuller Advisors, LLC 0.72% Add +3.7% 11,242 $1.7M
Asset Dedication, LLC 0.12% Add +93.3% 11,207 $1.7M
RHS Financial, LLC 0.78% Add +20.8% 11,156 $1.7M
Rossmore Private Capital 0.14% No change 11,079 $1.6M
North Star Asset Management Inc. 0.07% Reduce -0.2% 11,075 $1.6M
Sidoxia Capital Management, LLC 1.41% — 11,045 $1.6M
Columbus Macro, LLC 0.17% Add +0.6% 11,001 $1.6M
Portland Financial Advisors Inc 3.38% No change 10,966 $1.6M
Christine Messmer PC 1.03% Reduce -23.6% 10,883 $1.6M
Main Street Financial Solutions, LLC 0.12% Add +10.0% 10,873 $1.6M
GreatBanc Trust CO 1.12% Reduce -17.8% 10,785 $1.6M
Fulcrum Capital LLC 0.35% No change 10,765 $1.6M
Black Diamond Financial, LLC 0.17% Add +0.3% 10,713 $1.6M
Balboa Wealth Partners 0.27% Add +0.5% 10,711 $1.6M
John W. Brooker & Co., CPAs 2.48% No change 10,648 $1.6M
Ibex Wealth Advisors 0.15% Reduce -11.1% 10,624 $1.6M
Cahill Financial Advisors Inc. 0.17% Add +44.2% 10,620 $1.6M
Cypress Point Wealth Management, LLC 0.34% Add +1.9% 10,600 $1.6M
Belpointe Asset Management LLC 0.06% Add +44.6% 10,596 $1.6M
Cornerstone Wealth Group, LLC 0.10% Add +13.4% 10,146 $1.6M
NWF Advisory Services Inc. 0.18% Reduce -2.3% 10,569 $1.6M
Pennsylvania Capital Management Inc. 0.44% No change 10,441 $1.5M
Glass Jacobson Investment Advisors llc 0.53% Reduce -9.6% 10,427 $1.5M
HM Payson & Co. 0.02% Add +6.0% 10,371 $1.5M
Burkett Financial Services, LLC 0.53% Add +0.4% 10,370 $1.5M
JT Stratford LLC 0.20% Reduce -3.8% 10,320 $1.5M
C M Bidwell & Associates Ltd. 0.71% Reduce -0.2% 10,312 $1.5M
Investment Management Trust, LLC 1.49% — 10,294 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -10.2% 10,292 $1.5M
SRH Advisors, LLC 0.43% Reduce -8.6% 10,236 $1.5M
Great Diamond Partners, LLC 0.29% No change 10,232 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.09% No change 10,206 $1.5M
Jaffetilchin Investment Partners, LLC 0.09% Add +7.0% 10,130 $1.5M
Freestone Capital Holdings, LLC 0.05% Reduce -1.4% 10,091 $1.5M
Novare Capital Management LLC 0.12% Reduce -0.0% 10,057 $1.5M
Valley National Advisers Inc. 0.19% Add +1.2% 10,031 $1.5M
PUREfi Wealth, LLC 0.97% Add +0.6% 10,007 $1.5M
Resolute Capital, LLC 0.60% Add +14.2% 10,000 $1.5M
Lazari Capital Management, Inc. 0.52% Reduce -0.2% 9,992 $1.5M
Fifth Third Wealth Advisors LLC 0.05% Add +12.3% 9,987 $1.5M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -4.9% 10,144 $1.5M
Bell Bank 0.06% Reduce -90.7% 9,961 $1.5M
KFA Private Wealth Group, LLC 0.35% Add +1.8% 9,937 $1.5M
DF Dent & Co. Inc. 0.03% Add +1.2% 9,913 $1.5M
Fairscale Capital, LLC 1.01% Reduce -0.5% 9,883 $1.5M
3 Factor Indexing, LLC 1.38% — 9,875 $1.5M
Sage Investment Advisers LLC 1.08% Add +2.2% 9,884 $1.5M
Nicolet Bankshares Inc. 0.05% New 9,853 $1.5M
Greenwich Wealth Management LLC 0.06% Reduce -0.8% 9,810 $1.5M
Coastwise Capital Group, LLC 0.80% Add +0.9% 9,787 $1.4M
Morton Capital Management LLC 0.21% Add +5.2% 9,740 $1.4M
5T Wealth, LLC 0.57% Add +38.6% 9,734 $1.4M
CPA Asset Management Group, LLC 0.48% Reduce -3.6% 9,723 $1.4M
FFT Wealth Management LLC 0.26% New 9,693 $1.4M
Westbourne Investments, Inc. 0.68% Add +0.7% 9,691 $1.4M
Birchcreek Wealth Management, LLC 0.69% Reduce -2.4% 9,665 $1.4M
Finward Bancorp 1.14% Add +2.8% 9,613 $1.4M
Dakota Wealth Management 0.03% Reduce -18.9% 9,588 $1.4M
Huntleigh Advisors, Inc. 0.24% Add +1.7% 9,573 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% No change 9,560 $1.4M
Sage Capital Advisors,llc 0.33% Add +11.7% 9,559 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Add +1.3% 9,488 $1.4M
Duncker Streett & Co. Inc. 0.27% Reduce -3.0% 9,439 $1.4M
Brandywine Oak Private Wealth LLC 0.12% Reduce -0.9% 9,434 $1.4M
Midland Wealth Advisors, LLC 0.07% Reduce -1.5% 9,428 $1.4M
Highland Financial Advisors, LLC 0.37% Reduce -6.2% 9,423 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -72.1% 9,391 $1.4M
3Chopt Investment Partners, LLC 0.32% Add +1.9% 9,376 $1.4M
Zuckerman Investment Group, LLC 0.13% Add +0.1% 9,266 $1.4M
Klingman & Associates, LLC 0.07% No change 9,264 $1.4M
Mayport, LLC 0.25% Reduce -0.5% 9,257 $1.4M
LVW Advisors, LLC 0.13% Reduce -0.4% 9,248 $1.4M
LaSalle St. Investment Advisors, LLC 0.19% New 9,241 $1.4M
Curi Capital, LLC 0.02% Add +15.9% 9,173 $1.4M
Retirement Planning Co of New England, Inc. 0.55% Add +0.8% 9,132 $1.4M
Clark Capital Management Group, Inc. 0.01% Add +5.9% 9,086 $1.3M
Strategic Blueprint, LLC 0.08% Reduce -5.5% 9,016 $1.3M
Values Added Financial LLC 0.56% Add +3.5% 8,997 $1.3M
First American Trust, FSB 0.09% Add +0.6% 8,929 $1.3M
Bantamac Capital, LLC 0.96% Reduce -1.1% 8,904 $1.3M
Madison Wealth Partners, Inc 0.21% Add +20.1% 8,885 $1.3M
Integral Investment Advisors, Inc. 0.33% Reduce -0.1% 8,880 $1.3M
John Boyer, Inc. 1.30% Reduce -23.1% 8,808 $1.3M
Magnus Financial Group LLC 0.11% Add +0.5% 8,802 $1.3M
Miramar Capital, LLC 0.29% Reduce -3.3% 8,766 $1.3M
Bogart Wealth, LLC 0.05% Add +0.1% 8,745 $1.3M
Qube Research & Technologies Ltd 0.00% Add +13.3% 8,739 $1.3M
Aspen Investment Management Inc 0.40% Reduce -0.2% 8,715 $1.3M
Key Financial Inc 0.23% No change 8,710 $1.3M
Legacies Wealth LLC 0.82% Reduce -20.0% 8,709 $1.3M
Donalies Financial Planning, LLC 1.10% Reduce -16.0% 8,705 $1.3M
Wimmer Associates 1, LLC 0.63% Reduce -4.3% 8,705 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -0.5% 8,689 $1.3M
LJI Wealth Management, LLC 0.21% Reduce -1.6% 8,687 $1.3M
Andrews Advisory Associates, LLC 0.68% Add +0.0% 8,676 $1.3M
Tobias Financial Advisors, Inc. 0.18% Add +0.8% 8,660 $1.3M
Cornerstone Financial Management LLC 1.18% Reduce -7.6% 8,651 $1.3M
MidFirst Bank 0.11% Add +7.1% 8,645 $1.3M
Collaborative Wealth Managment Inc. 0.59% Reduce -10.0% 8,612 $1.3M
Moran Wealth Management, LLC 0.04% Add +9.5% 8,551 $1.3M
Tempus Wealth Planning, LLC 0.29% Reduce -4.6% 8,541 $1.3M
GLOBALT Investments LLC / GA 0.04% Reduce -0.7% 8,512 $1.3M
Range Advisory, LLC 0.23% Reduce -13.2% 8,473 $1.3M
Titleist Asset Management, LLC 0.09% Add +7.5% 8,448 $1.3M
Valley Forge Investment Consultants Inc. Adv 0.37% Add +0.1% 8,414 $1.2M
Cornerstone Wealth Management, LLC 0.06% Reduce -0.3% 8,390 $1.2M
Stonebridge Financial Group, LLC 0.10% Add +2.3% 8,379 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.57% New 8,366 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +16.4% 8,318 $1.2M
Visionary Wealth Advisors 0.05% Add +9.2% 8,293 $1.2M
Poehling Capital Management, INC. 0.26% No change 8,276 $1.2M
Winebrenner Capital Management LLC 0.78% No change 8,238 $1.2M
Wisconsin Wealth Advisors, LLC 1.20% Add +0.3% 8,229 $1.2M
TMB Capital Partners, LLC 0.41% Add +1.8% 8,216 $1.2M
Next Capital Management LLC 0.37% Add +5.3% 8,193 $1.2M
Vision Capital Management, Inc. 0.15% Reduce -0.7% 8,112 $1.2M
Archer Investment Corp 0.25% Reduce -7.0% 8,038 $1.2M
Signal Advisors Wealth, LLC 0.08% Reduce -5.3% 8,031 $1.2M
Blue Water Asset Management 0.41% Reduce -23.2% 7,982 $1.2M
LeClair Wealth Partners LLC 0.41% New 7,982 $1.2M
Gould Asset Management LLC 0.20% Add +6.4% 7,952 $1.2M
Vantage Investment Partners, LLC 0.08% No change 7,950 $1.2M
MBA Advisors LLC 0.45% Add +0.5% 7,948 $1.2M
Smith, Moore & Co. 0.09% Reduce -0.6% 7,926 $1.2M
GM Advisory Group, LLC 0.05% Add +100.7% 7,915 $1.2M
Prosperity Bancshares Inc 0.94% Add +45.1% 7,896 $1.2M
Madrid Wealth Management, LLC 0.88% Add +1.5% 7,847 $1.2M
Concord Wealth Partners 0.15% Reduce -1.9% 7,835 $1.2M
Thrive Wealth Management, LLC 0.17% Reduce -2.1% 7,834 $1.2M
Stonehearth Capital Management, LLC 0.46% No change 7,827 $1.2M
Steigerwald, Gordon & Koch Inc. 0.12% Add +8.8% 7,780 $1.2M
Kingsbury Capital Investment Advisors LLC 1.07% — 7,663 $1.1M
Beese Fulmer Investment Management, Inc. 0.07% Reduce -0.1% 7,663 $1.1M
Monetary Solutions, Ltd 1.10% Add +188.4% 7,653 $1.1M
Patton Albertson Miller Group, LLC 0.13% Add +1.6% 7,649 $1.1M
Plancorp, LLC 0.03% Add +0.9% 7,440 $1.1M
Vista Investment Management 0.38% Reduce -1.4% 7,596 $1.1M
Fort Sheridan Advisors LLC 0.14% Add +1.8% 7,571 $1.1M
Next Level Wealth Planning, LLC 0.57% Reduce -5.7% 7,559 $1.1M
Peak Retirement Planning, Inc. 0.22% Reduce -5.0% 7,530 $1.1M
LOM Asset Management Ltd 0.32% No change 7,520 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.48% Add +6.0% 7,486 $1.1M
BG Investment Services, LLC 0.92% Add +14.8% 7,472 $1.1M
Jackson Hole Capital Partners, LLC 0.18% No change 7,445 $1.1M
Columbia River Financial Group, LLC 0.64% Reduce -0.8% 7,432 $1.1M
Aspen Grove Capital, LLC 0.21% No change 7,346 $1.1M
Curtis Advisory Group, LLC 0.23% Reduce -7.2% 7,341 $1.1M
Saxon Interests, Inc. 0.37% Reduce -4.8% 7,312 $1.1M
SHP Wealth Management 0.08% Reduce -7.3% 7,259 $1.1M
Clear Creek Financial Management, LLC 0.08% Add +20.7% 7,204 $1.1M
Greenhouse Wealth Management, LLC 0.66% Add +0.5% 7,201 $1.1M
Courage Miller Partners, LLC 0.30% No change 7,200 $1.1M
WNY Asset Management, LLC 0.11% — 7,194 $1.1M
Southland Equity Partners LLC 0.21% Add +0.7% 7,188 $1.1M
Capital Advisors, Ltd. LLC 0.12% Add +7.8% 7,171 $1.1M
NCM Capital Management, LLC 0.38% No change 7,156 $1.1M
Continuum Advisory, LLC 0.10% Add +0.2% 7,156 $1.1M
New Republic Capital, LLC 0.36% Reduce -6.6% 7,151 $1.1M
NorthRock Partners, LLC 0.02% Reduce -3.2% 7,098 $1.1M
Advyzon Investment Management, LLC 0.09% Add +64.6% 7,056 $1.0M
Quartz Partners, LLC 0.40% Add +1.8% 7,055 $1.0M
Richards, Merrill & Peterson, Inc. 0.38% Add +0.6% 7,027 $1.0M
Private Capital Management, LLC 0.11% Add +10.8% 7,026 $1.0M
Harmony Asset Management LLC 0.32% Reduce -3.1% 6,997 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Reduce -0.1% 6,697 $1.0M
River Street Advisors LLC 0.35% Reduce -2.1% 6,966 $1.0M
Fragasso Financial Advisors Inc 0.06% Reduce -3.6% 6,934 $1.0M
Welch Group, LLC 0.04% Reduce -2.2% 6,955 $1.0M
First National Bank Sioux Falls 0.28% No change 6,691 $1.0M
Kintra Wealth, LLC 0.07% New 6,937 $1.0M
Condor Capital Management 0.09% No change 6,928 $1.0M
Taylor & Morgan Wealth Management, LLC 0.58% Add +26.4% 6,902 $1.0M
Chatham Capital Group, Inc. 0.15% Add +1.3% 6,881 $1.0M
Elevatus Welath Management 0.53% Add +6.2% 6,878 $1.0M
Apollon Financial, LLC 0.14% Add +1.4% 6,871 $1.0M
Stratos Investment Management, LLC 0.04% Reduce -40.0% 6,825 $1.0M
Moors & Cabot, Inc. 0.04% Add +238.8% 6,813 $1.0M
Westbourne Investment Advisors, Inc. 0.29% Add +1.5% 6,800 $1.0M
Keating Financial Advisory Services, Inc. 0.16% Add +1.1% 6,777 $1.0M
Concord Asset Management, LLC 0.17% Reduce -2.3% 6,746 $999K
Compass Financial Group, INC 0.14% Reduce -4.4% 6,742 $998K
Argent Trust Co 0.03% Add +8.1% 6,717 $995K
American National Bank of Texas 0.95% Reduce -0.9% 6,714 $994K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 6,700 $992K
Corus Family Wealth Advisors 0.80% No change 6,627 $981K
ORBA Wealth Advisors, L.L.C. 1.17% No change 6,620 $980K
Beaumont Financial Advisors, LLC 0.07% Add +0.0% 6,603 $978K
Cauble & Harre Wealth Management, Inc. 0.78% Reduce -1.1% 6,260 $976K
Garton & Associates Financial Advisors LLC 0.80% Reduce -3.0% 6,592 $976K
Alamar Capital Management, LLC 0.60% No change 6,585 $975K
GWN Securities Inc. 0.19% Add +1.4% 6,558 $971K
Perryman Financial Advisory Inc. 0.15% Reduce -2.6% 6,538 $968K
Sovran Advisors, LLC 0.08% Reduce -3.7% 6,133 $964K
WealthSpring Partners, LLC 0.88% Add +0.1% 6,499 $962K
Uptown Financial Advisors LLC 0.78% Reduce -8.3% 6,490 $961K
BankPlus Trust Department 0.26% No change 6,458 $956K
Briaud Financial Planning Inc 0.25% Add +11.7% 6,433 $953K
Heartland Bank & Trust Co 0.21% New 6,413 $950K
Glenview Trust Co 0.01% Add +0.9% 6,401 $948K
Tompkins Financial Corp. 0.08% Add +30.2% 6,384 $945K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.0% 6,067 $942K
Oakmont Advisory Group, LLC 0.96% Reduce -1.5% 6,344 $940K
Fifth Third Securities, Inc. 0.06% Reduce -3.5% 6,318 $936K
Kirtland Hills Capital Management, LLC 0.30% Add +139.1% 6,042 $935K
Marco Investment Management LLC 0.07% No change 6,300 $933K
Brown Financial Advisory 0.46% Reduce -23.7% 6,296 $932K
Sax Wealth Advisors, LLC 0.04% No change 6,472 $929K
FourThought Financial Partners, LLC 0.08% No change 6,266 $928K
Coastline Complete Wealth LLC 0.57% Reduce -10.7% 6,241 $924K
Moneco Advisors, LLC 0.07% Add +28.6% 6,205 $919K
V2 Financial group LLC 0.43% No change 6,200 $918K
Jacobi Capital Management LLC 0.05% Add +21.6% 6,148 $910K
First Citizens Asset Management, Inc. 0.32% Add +7.7% 6,142 $910K
Asempa Wealth Advisors 0.79% Add +0.2% 6,140 $908K
Smith Salley Wealth Management 0.05% Reduce -74.1% 6,131 $908K
FOCUS Wealth Advisors, LLC 0.44% Add +0.0% 6,108 $905K
First National Bank of Mount Dora, Trust Investment Services 0.20% No change 6,107 $904K
Wynn Capital, LLC 0.46% No change 6,065 $898K
Eastern Bank 0.02% Add +186.1% 6,059 $897K
SigFig Wealth Management, LLC 0.03% Reduce -9.9% 6,054 $897K
Rockbridge Investment Management, LCC 0.08% Reduce -0.7% 6,036 $894K
Optivise Advisory Services LLC 0.54% Reduce -12.0% 5,998 $888K
Anson Capital, Inc. 0.61% Add +0.1% 5,980 $886K
Old Mission Investment Co LLC 0.21% Reduce -23.7% 5,977 $885K
Sterling Wealth Management, Inc. 0.24% No change 5,967 $884K
Interactive Financial Advisors, Inc. 0.58% Reduce -2.6% 5,961 $883K
QRG Capital Management, Inc. 0.01% Add +3.2% 5,957 $882K
Cahaba Wealth Management, Inc. 0.06% Add +17.0% 5,922 $877K
Northstar Financial Companies, Inc. 0.70% Add +52.0% 5,917 $876K
Cassady Wealth & Retirement Planning, LLC 0.45% Reduce -0.5% 5,567 $875K
Triad Wealth Partners, LLC 0.07% Add +32.8% 5,899 $874K
PDS Planning, Inc 0.06% Add +68.0% 5,876 $870K
Purkiss Capital Advisors LLC 0.38% Add +0.3% 5,862 $868K
Millstone Evans Group, LLC 0.52% Add +13.1% 5,860 $868K
Strategic Financial Concepts, LLC 0.21% Add +104.1% 5,837 $864K
Register Financial Advisors LLC 0.32% No change 5,805 $860K
Rathbones Group PLC 0.00% New 5,750 $852K
Tannin Capital LLC 0.62% Reduce -10.8% 5,743 $851K
Paces Ferry Wealth Advisors, LLC 0.35% Reduce -0.2% 5,742 $850K
Single Point Partners, LLC 0.17% Reduce -3.3% 5,724 $848K
Pitcairn Wealth Advisors LLC 0.08% No change 5,890 $845K
Horizon Investment Services, LLC 0.29% No change 5,678 $841K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -1.7% 5,675 $840K
Estate Counselors, LLC 0.07% Add +119.2% 5,665 $839K
Jackson, Grant Investment Advisers, Inc. 0.28% Add +0.3% 5,662 $839K
Elevate Wealth Advisory, Inc. 0.53% Reduce -5.0% 5,654 $837K
Relyea Zuckerberg Hanson LLC 0.08% No change 5,652 $837K
TruWealth Advisors, LLC 0.04% Reduce -3.5% 5,623 $833K
Bailard, Inc. 0.02% Reduce -1.8% 5,620 $832K
Resonant Capital Advisors, LLC 0.04% No change 5,600 $829K
Kiley Juergens Wealth Management, LLC 0.15% New 5,586 $827K
LaFleur & Godfrey LLC 0.10% Add +0.5% 5,581 $827K
Geneva Partners, LLC 0.39% Add +2.0% 5,331 $819K
Access Financial Services, Inc. 0.29% Reduce -0.9% 5,509 $816K
Bulwark Capital Corp 0.50% Reduce -1.6% 5,481 $812K
American State Bank (Iowa) 0.39% Reduce -1.1% 5,473 $811K
Steel Grove Capital Advisors, LLC 0.09% Reduce -82.2% 5,441 $806K
Capital Planning Advisors, LLC 0.12% No change 5,437 $805K
MLP3, LLC 0.89% No change 5,430 $804K
Garde Capital, Inc. 0.05% Add +2.2% 5,420 $803K
Pennington Partners & Co., LLC 0.27% Add +75.8% 5,403 $800K
Legend Capital Advisors LLC 0.50% Reduce -13.4% 5,400 $800K
Archford Capital Strategies, LLC 0.09% Reduce -1.8% 5,397 $799K
Destination Wealth Management 0.02% Add +5.6% 5,393 $799K
Ackerman Capital Advisors, LLC 0.16% Reduce -21.8% 5,389 $798K
Greenleaf Trust 0.01% No change 5,389 $798K
Willis Johnson & Associates, Inc. 0.05% Reduce -33.1% 5,375 $796K
Turning Point Benefit Group, Inc. 0.51% Reduce -7.9% 5,352 $796K
Gradient Capital Advisors, LLC 0.20% Reduce -1.3% 5,307 $786K
Quadrant Private Wealth Management, LLC 0.12% Add +4.6% 5,274 $781K
Mathes Company, Inc. 0.29% No change 5,275 $781K
Summit Wealth Group, LLC 0.18% No change 5,261 $779K
Sound Income Strategies, LLC 0.04% Add +2.0% 5,213 $771K
Fingerlakes Wealth Management, Inc. 0.51% Add +0.1% 5,190 $769K
Seamount Financial Group Inc. 0.35% Reduce -8.7% 5,177 $767K
Aldebaran Financial Inc. 0.73% Add +0.1% 5,172 $766K
FLC Capital Advisors 0.14% No change 5,167 $765K
Modern Wealth Management, LLC 0.01% Reduce -5.8% 5,150 $762K
TD Asset Management Inc 0.00% Add +0.7% 5,135 $760K
Mayfair Advisory Group, LLC 0.26% Add +3.1% 5,106 $756K
Richwood Investment Advisors, LLC 0.58% No change 5,097 $755K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -56.5% 5,096 $755K
WoodTrust Financial Corp 0.10% Reduce -9.9% 5,091 $754K
First Command Advisory Services, Inc. 0.01% Add +11.4% 5,091 $754K
San Luis Wealth Advisors LLC 0.12% Add +3.4% 5,090 $754K
Churchill Financial Advisors, LLC 0.16% Add +23.6% 5,089 $754K
Breakthru Advisory Services, LLC 1.21% No change 5,077 $752K
Cascade Wealth Advisors, Inc 0.33% Add +32.9% 4,827 $750K
Krilogy Financial LLC 0.02% Reduce -4.8% 4,876 $750K
XY Planning Network, Inc. 0.12% Add +6.2% 5,045 $746K
Aerodigm Wealth, LLC 0.28% No change 5,031 $745K
United Advisor Group, LLC 0.09% Add +35.4% 5,018 $743K
CM Wealth Advisors LLC 0.16% No change 5,017 $743K
Summit Trail Advisors, LLC 0.01% Reduce -9.6% 5,013 $742K
Fusion Capital, LLC 0.20% Add +8.0% 4,956 $734K
Pine Valley Investments Ltd Liability Co 0.04% Add +9.0% 4,941 $732K
FSB Premier Wealth Management, Inc. 0.23% Add +14.6% 4,925 $729K
MV Capital Management, Inc. 0.07% No change 4,912 $727K
Arbor Wealth Advisors LLC 0.51% No change 4,909 $727K
Ascentis Independent Advisors 0.06% Add +93.1% 4,907 $727K
Aaron Wealth Advisors LLC 0.04% No change 4,888 $724K
DiPaolo Financial Group, Inc. 0.53% Add +2.1% 4,871 $721K
McAlister, Sweet & Associates, Inc. 0.45% Reduce -0.7% 4,866 $721K
Bayban 0.63% Reduce -7.9% 4,863 $720K
TCI Wealth Advisors, Inc. 0.04% Add +0.1% 4,863 $720K
Advance Capital Management, Inc. 0.03% Add +0.0% 4,860 $720K
Meridian Management Co. 0.18% No change 4,855 $719K
Bfsg, LLC 0.07% Reduce -1.4% 4,854 $719K
Invictus Private Wealth, LLC 0.04% Reduce -0.3% 4,843 $717K
Becker Capital Management Inc. 0.02% Add +19.6% 4,838 $716K
Barry Investment Advisors, LLC 0.16% Add +0.1% 4,802 $711K
Cedar Wealth Management, LLC 0.21% No change 4,798 $711K
Covenant Asset Management, LLC 0.15% Reduce -0.6% 4,794 $710K
Lantern Wealth Advisors, LLC 0.36% Add +25.1% 4,790 $709K
Van Hulzen Asset Management, LLC 0.05% Reduce -1.2% 4,776 $707K
Wetzel Investment Advisors, Inc. 0.28% Reduce -0.8% 4,771 $707K
Soltis Investment Advisors LLC 0.05% Add +9.5% 4,768 $706K
Boston Family Office LLC 0.05% Add +0.6% 4,768 $706K
Sandbox Financial Partners, LLC 0.20% Add +1.3% 4,750 $703K
Facet Wealth, Inc. 0.01% Reduce -48.1% 4,734 $701K
Winthrop Advisory Group LLC 0.06% Add +0.5% 4,695 $695K
BCM Advisors, LLC 0.14% No change 4,478 $695K
Caldwell Trust Co 0.06% Reduce -14.6% 4,692 $695K
Insight Advisors, LLC/ PA 0.13% Reduce -26.1% 4,671 $692K
Everest Financial Group LLC 0.11% New 4,629 $686K
TritonPoint Partners, LLC 0.25% New 4,624 $685K
AlphaCore Capital LLC 0.02% Reduce -4.5% 4,612 $683K
Equity Wealth Partners, LLC 0.44% Reduce -0.9% 4,609 $683K
Merited Wealth, LLC 0.56% Add +6.2% 4,580 $678K
NTV Asset Management LLC 0.07% No change 4,578 $678K
Brio Consultants, LLC 0.08% Reduce -0.1% 4,334 $678K
Hantz Financial Services, Inc. 0.01% Add +3.1% 4,555 $675K
Quadrant Capital Group LLC 0.02% No change 4,541 $673K
Green Ridge Wealth Planning LLC 0.35% No change 4,535 $672K
Alpine Bank Wealth Management 0.10% No change 4,534 $671K
HHM Wealth Advisors, LLC 0.08% Add +1.3% 4,529 $671K
Hubbell Strickland Wealth Management, LLC 0.27% Add +0.2% 4,524 $670K
Ade, LLC 0.32% Reduce -0.6% 4,522 $670K
Fiducient Advisors LLC 0.09% Reduce -37.7% 4,517 $669K
First National Advisers, LLC 0.10% No change 4,475 $663K
Ballast Rock Private Wealth LLC 0.37% Reduce -0.0% 4,467 $662K
Horizon Investments, LLC 0.01% Add +99.8% 4,464 $661K
Aberdeen Wealth Management LLC 0.30% Add +0.0% 4,464 $661K
Legacy Wealth Advisors, LLC 0.34% Add +0.9% 4,449 $659K
Perennial Investment Advisors, LLC 0.05% Add +106.0% 4,438 $657K
Koenig Investment Advisory, LLC 0.56% Add +0.3% 4,436 $657K
Element Wealth, LLC 0.27% Add +5.2% 4,435 $657K
Summit Wealth & Retirement Planning, Inc. 0.16% Reduce -5.3% 4,434 $657K
Libra Wealth LLC 0.18% Reduce -1.5% 4,429 $656K
Sound Portfolio Advisors, LLC 0.53% Reduce -13.8% 4,416 $654K
Pittenger & Anderson Inc. 0.03% Add +0.8% 4,416 $654K
BSW Wealth Partners 0.08% Add +35.3% 4,415 $654K
TrueWealth Advisors, LLC 0.16% No change 4,412 $653K
Frisch Financial Group, Inc. 0.14% Add +0.1% 4,393 $651K
Charis Legacy Partners, LLC 0.95% No change 4,393 $651K
Colonial Trust Co / SC 0.09% Add +8.4% 4,390 $650K
Mason Investment Advisory Services, Inc. 0.03% Reduce -3.9% 4,384 $649K
KRM Wealth Management L.L.C. 0.34% Reduce -6.9% 4,383 $649K
Tanglewood Legacy Advisors, LLC 0.23% No change 4,383 $649K
Bragg Financial Advisors, Inc 0.02% Reduce -3.5% 4,382 $649K
Florida Financial Advisors, LLC 0.16% Reduce -32.4% 4,379 $649K
Meridian Financial Advisors, LLC 0.35% Add +0.1% 4,375 $648K
Keystone Wealth Services, LLC 0.14% Reduce -0.0% 4,370 $647K
SeaCrest Wealth Management, LLC 0.07% Add +8.5% 4,361 $646K
Ledyard National Bank 0.06% Add +19.3% 4,347 $644K
ICONIQ Capital, LLC 0.01% Add +0.0% 4,331 $641K
Cutler Investment Counsel LLC 0.07% Add +0.4% 4,329 $641K
Invested Advisors 0.65% Reduce -0.1% 4,318 $640K
Community Trust & Investment Co. 0.03% Reduce -8.9% 4,307 $638K
Hirtle & Co., LLC 0.02% No change 4,306 $638K
Cerity Partners Retirement Plan Advisors LLC 0.32% — 4,284 $634K
ProVise Management Group, LLC 0.05% Add +0.1% 4,269 $632K
SWS Partners 0.16% Add +0.3% 4,266 $632K
Verum Partners LLC 0.12% Add +0.3% 4,260 $631K
Integrated Investment Consultants, LLC 0.13% Reduce -66.7% 4,259 $631K
Mustard Seed Financial, LLC 0.38% Reduce -12.6% 4,253 $630K
Scott & Selber, Inc. 0.16% Add +0.1% 4,242 $628K
Ipsen Advisor Group LLC 0.44% Reduce -1.6% 4,238 $628K
Altrius Capital Management Inc 0.12% Add +12.0% 4,237 $627K
Saxony Capital Management, LLC 0.36% Add +19.1% 4,208 $623K
Hengehold Capital Management LLC 0.05% Add +0.6% 4,207 $623K
Wealth Alliance, LLC 0.06% Reduce -6.6% 4,204 $623K
Snider Financial Group 0.19% Reduce -48.3% 4,194 $621K
Triumph Capital Management 0.13% Add +1.1% 4,185 $620K
FWG Investments, LLC. 0.39% Add +49.8% 4,181 $619K
Sage Mountain Advisors LLC 0.04% No change 4,180 $619K
Next Level Private LLC 0.14% Add +3.0% 4,161 $616K
Whalerock Point Partners, LLC 0.12% No change 4,158 $616K
Brookwood Investment Group LLC 0.08% No change 4,155 $615K
Matthew Goff Investment Advisor, LLC 0.10% New 4,132 $612K
Private Client Services, LLC 0.18% Add +0.3% 4,124 $611K
Mitchell McLeod Pugh & Williams Inc. 0.09% Add +0.6% 4,124 $611K
Brown, Lisle/Cummings, Inc. 0.15% No change 4,110 $609K
XTX Topco Ltd 0.01% New 4,109 $609K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -6.2% 4,107 $608K
Mitchell Sinkler & Starr 0.28% No change 4,095 $606K
Fortitude Advisory Group L.L.C. 0.27% Add +0.1% 4,084 $605K
LiftPoint Family Wealth Advisors LLC 0.50% New 4,068 $602K
EFG International AG 0.01% No change 4,053 $600K
Quotient Wealth Partners, LLC 0.02% Reduce -9.8% 4,026 $596K
Empower Advisory Group, LLC 0.00% Reduce -23.2% 4,007 $593K
Northeast Investment Management 0.02% No change 4,004 $593K
Summa Corp. 0.24% No change 4,000 $592K
Lee Danner & Bass Inc. 0.04% Reduce -30.7% 3,992 $591K
MWA Asset Management 0.32% Add +2.5% 3,989 $591K
Macco Financial Group, Inc. 0.45% New 3,977 $589K
Capital Square, LLC 0.27% New 3,793 $588K
Bay Rivers Group 0.24% No change 3,968 $588K
Tower View Wealth Management LLC 0.30% Add +8.5% 3,964 $587K
Emergent Wealth Advisors, LLC 0.35% Add +3.1% 3,963 $587K
Cfo Capital Management LLC 0.48% Reduce -14.5% 4,033 $587K
MBE Wealth Management, LLC 0.24% Add +7.6% 3,960 $587K
Ames National Corp. 0.35% No change 3,955 $586K
S.A. Mason LLC 0.22% No change 3,938 $583K
Paladin Advisory Group, LLC 0.44% Reduce -3.3% 3,938 $583K
St Germain D J Co. Inc. 0.02% Add +15.7% 3,905 $578K
Cura Wealth Advisors, LLC 0.26% Add +105.3% 3,900 $578K
Heritage Trust Co 0.06% No change 3,878 $574K
Harfst & Associates, Inc. 0.10% Add +11.7% 3,876 $574K
Wealth Effects LLC 0.20% No change 3,858 $571K
Mosaic Financial Group, LLC 0.41% Add +0.2% 3,857 $571K
FWG Holdings, LLC 0.22% Add +14.7% 3,840 $571K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.2% 3,855 $571K
Wealthstar Advisors, LLC 0.34% Reduce -5.7% 3,844 $569K
Carnegie Lake Advisors LLC 0.23% No change 3,838 $568K
KG Capital Management 0.41% Reduce -2.4% 3,837 $568K
Gradient Investments LLC 0.01% Add +145.1% 3,836 $568K
Laraway Financial Advisors Inc 0.40% Add +2.1% 3,820 $566K
Keystone Global Partners, LLC 0.25% No change 3,813 $565K
MMBG Investment Advisors Co. 0.05% Add +1.2% 3,805 $564K
Allegheny Financial Group 0.08% Add +0.2% 3,799 $563K
Russell Investments Group, Ltd. 0.00% Reduce -14.7% 3,790 $561K
Aspen Wealth Management LLC 0.11% Add +0.1% 3,782 $560K
RCW Management, LLC 0.57% No change 3,780 $560K
LCNB Corp. 0.19% No change 3,770 $558K
American Institute for Advanced Investment Management, LLP 0.36% No change 3,765 $558K
Integris Wealth Management, LLC 0.13% No change 3,763 $557K
Scarborough Advisors, LLC 0.06% New 3,757 $556K
Richardson Capital Management LLC 0.27% Reduce -67.0% 3,736 $553K
Aft, Forsyth & Company, Inc. 0.26% Add +0.1% 3,730 $553K
FSM Wealth Advisors, LLC 0.07% Reduce -16.6% 3,727 $552K
Semus Wealth Partners LLC 0.31% Add +0.4% 3,725 $552K
GenTrust, LLC 0.02% No change 3,716 $550K
Constant Guidance Financial LLC 0.38% New 3,714 $550K
Heritage Family Offices, LLP 0.24% No change 3,708 $549K
Sage Financial Group Inc. 0.04% Add +1.3% 3,701 $548K
Elgethun Capital Management 0.09% No change 3,700 $548K
Schiavi & Co LLC 0.16% New 3,691 $547K
Legacy Edge Advisors, LLC 0.06% Add +12.5% 3,681 $545K
First Heartland Consultants, Inc. 0.04% Reduce -3.9% 3,681 $545K
Hurlow Wealth Management Group, Inc. 0.13% No change 3,677 $545K
Commonwealth Retirement Investments LLC 0.17% Reduce -1.9% 3,664 $543K
Expressive Wealth LLC 0.52% New 3,450 $541K
Provenance Wealth Advisors, LLC 0.06% No change 3,653 $541K
Stillwater Wealth Management Group 0.33% Add +61.3% 3,651 $541K
Van Den Berg Management I, Inc. 0.12% Add +27.6% 3,647 $540K
McAdam, LLC 0.02% Reduce -1.6% 3,635 $538K
Syntegra Private Wealth Group, LLC 0.05% Add +0.5% 3,619 $536K
Arkfeld Wealth Strategies, L.L.C. 0.17% Add +0.5% 3,482 $533K
Reliant Investment Partners, LLC 0.44% Add +0.2% 3,594 $532K
Blue Fin Capital, Inc. 0.09% No change 3,593 $532K
Milestone Asset Management Group, LLC 0.31% Add +4.8% 3,592 $532K
Detalus Advisors, LLC 0.12% Reduce -37.5% 3,591 $532K
Stevens Capital Partners 0.13% Add +12.7% 3,590 $532K
Granite Group Advisors, LLC 0.32% Reduce -0.8% 3,564 $531K
Cassaday & Co Wealth Management LLC 0.01% No change 3,574 $529K
Pure Financial Advisors, LLC 0.01% Add +22.6% 3,570 $529K
Norden Group LLC 0.05% Reduce -43.3% 3,567 $528K
Innovative Wealth Building LLC 0.37% Add +71.9% 3,553 $526K
Essential Partners LLC 0.18% Reduce -2.6% 3,551 $526K
Manuka Financial, LLC 0.32% Add +0.2% 3,547 $525K
Stratos Wealth Advisors, LLC 0.03% Reduce -42.2% 3,529 $523K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +26.8% 3,524 $522K
Retirement Income Solutions, Inc. 0.09% Add +2.1% 3,518 $521K
Calder Financial LLC 0.52% Add +20.0% 3,510 $519K
Friday Financial 0.18% No change 3,499 $518K
Mars Jewett Financial Group, Inc. 0.16% No change 3,498 $518K
Simmons Bank 0.03% No change 3,475 $515K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,461 $513K
Prosperity Consulting Group, LLC 0.02% No change 3,458 $512K
Hanson & Doremus Investment Management 0.06% Reduce -2.5% 3,456 $512K
Trust Co. of Toledo NA 0.05% Add +15.0% 3,455 $512K
Montag A & Associates Inc. 0.02% No change 3,455 $512K
Select Asset Management & Trust 0.16% Reduce -97.5% 3,437 $509K
TCV Trust & Wealth Management, Inc. 0.04% No change 3,435 $509K
Willner & Heller, LLC 0.38% Reduce -1.1% 3,433 $508K
GDS Wealth Management 0.03% Add +2.4% 3,428 $508K
Guardian Capital, LLC 0.49% Add +28.4% 3,425 $507K
Comprehensive Financial Planning, Inc. 0.35% Add +0.4% 3,412 $505K
Asset One Wealth Management LLC 0.06% Add +12.8% 3,271 $505K
River Wealth Advisors LLC 0.06% Add +0.2% 3,386 $502K
Canandaigua National Corp. 0.04% — 3,383 $501K
Invst, LLC 0.06% Reduce -61.9% 3,362 $498K
Breachway Investments LLC 0.48% Add +0.1% 3,351 $496K
Latitude Advisors, LLC 0.23% Add +19.4% 3,345 $495K
Maltin Wealth Management, Inc. 0.19% Add +0.4% 3,341 $495K
Fortis Capital Advisors, LLC 0.06% Add +16.1% 3,330 $493K
Per Stirling Capital Management, LLC. 0.05% Add +3.6% 3,329 $493K
Passive Capital Management, LLC. 0.15% No change 3,326 $493K
Weitzel Financial Services, Inc. 0.18% No change 3,305 $491K
Atlantic Union Bankshares Corp 0.01% Reduce -3.8% 3,309 $490K
LexAurum Advisors, LLC 0.06% — 3,303 $489K
Steph & Co. 0.14% No change 3,300 $489K
Waterfront Wealth Inc. 0.09% Reduce -14.2% 3,295 $488K
Team Financial Group, LLC 0.22% Add +1.2% 3,288 $487K
Astoria Portfolio Advisors LLC. 0.10% Add +4.6% 3,144 $486K
KOM Wealth Management Group, LLC 0.33% Add +1.3% 3,277 $485K
Advisory Alpha, LLC 0.01% Reduce -4.0% 3,262 $483K
Peddock Capital Advisors, LLC 0.11% Add +0.0% 3,261 $483K
Mitchell & Pahl Private Wealth, LLC 0.20% No change 3,256 $482K
Curbstone Financial Management Corp 0.09% Reduce -3.0% 3,250 $481K
Great Lakes Retirement, Inc. 0.05% Reduce -31.3% 3,250 $481K
Teamwork Financial Advisors, LLC 0.05% Reduce -6.8% 3,243 $480K
Financial Network Wealth Advisors LLC 0.49% Reduce -3.0% 3,242 $480K
Trellis Wealth Advisors LLC 0.18% Add +0.6% 3,218 $477K
Hilton Head Capital Partners, LLC 0.27% Add +5.7% 3,207 $475K
Golden State Wealth Management, LLC 0.05% Reduce -20.8% 3,206 $475K
Wick Capital Partners, LLC 0.09% New 3,206 $475K
Alpine Woods Capital Investors, LLC 0.11% No change 3,200 $474K
Dearborn Partners LLC 0.03% Add +33.3% 3,200 $474K
Fort Washington Investment Advisors Inc. 0.00% No change 3,183 $471K
Eagle Bay Advisors LLC 0.41% Add +4.8% 3,174 $470K
Kirkwood Financial Services 0.17% Add +0.6% 3,162 $468K
GHP Investment Advisors, Inc. 0.02% Add +0.7% 3,160 $468K
First Foundation Advisors 0.02% Reduce -1.6% 3,143 $465K
Dahring | Cusmano LLC 0.29% Add +0.6% 3,141 $465K
Main Management LLC 0.03% Reduce -0.9% 3,138 $465K
Cornerstone Financial Group, LLC 0.30% Reduce -13.8% 2,970 $465K
L. Roy Papp & Associates, LLP 0.05% Reduce -2.0% 3,126 $463K
Roberts Glore & Co. Inc. 0.13% No change 3,118 $462K
Syverson Strege & Co 0.11% No change 3,114 $461K
Cathy Pareto & Associates, Inc. 0.31% Reduce -0.5% 3,112 $461K
J. R. Prunier Capital Management LLC 0.20% No change 3,108 $460K
Wells Financial Advisors INC 2.09% Reduce -86.3% 3,105 $460K
Capital Asset Advisory Services LLC 0.02% Reduce -6.2% 2,963 $460K
Vannoy Advisory Group, Inc. 0.29% Reduce -3.7% 3,101 $459K
IMC-Chicago, LLC 0.01% New 3,097 $459K
AlphaCentric Advisors LLC 0.46% Add +6.3% 3,096 $459K
Exchange Bank 0.32% Add +10.7% 3,085 $457K
Novak & Powell Financial Services, Inc. 0.25% Add +0.5% 3,084 $457K
Quest 10 Wealth Builders, Inc. 0.40% Reduce -44.2% 3,083 $457K
SOA Wealth Advisors, LLC. 0.09% Reduce -9.9% 3,082 $457K
Barrett & Company, Inc. 0.16% No change 3,075 $455K
Forum Financial Management, LP 0.01% Add +5.7% 3,065 $454K
Mystic Asset Management, Inc. 0.10% Add +7.0% 3,059 $453K
L.K. Benson & Company, P.C. 0.15% Add +0.1% 3,055 $452K
Insight Wealth Strategies, LLC 0.05% Reduce -96.7% 3,036 $450K
CFS Investment Advisory Services, LLC 0.03% Reduce -6.9% 2,892 $449K
Aua Capital Management, LLC 0.23% Add +0.0% 3,016 $447K
Premier Path Wealth Partners, LLC 0.06% Add +0.3% 3,008 $445K
Leo H. Evart, Inc. 0.38% — 3,003 $445K
Tudor Financial Inc. 0.23% No change 3,001 $444K
Sandy Cove Advisors, LLC 0.13% Add +0.0% 3,000 $444K
Unconventional Investor, LLC 0.21% No change 2,989 $443K
United Financial Planning Group LLC 0.26% Reduce -17.9% 2,983 $442K
Old Second National Bank of Aurora 0.09% No change 2,978 $441K
Ingalls & Snyder LLC 0.02% No change 2,960 $438K
Newport Capital Group, LLC 0.27% Add +5.7% 2,937 $435K
Atlantic Family Wealth, LLC 0.31% New 2,936 $435K
Boston Trust Walden Corp 0.00% No change 2,935 $435K
Asset Advisory Group, Inc. 0.22% Add +0.2% 2,935 $435K
Raffa Wealth Management, LLC 0.07% Add +0.0% 2,934 $435K
HRC Wealth Management, LLC 0.21% Add +3.7% 2,933 $434K
Shulman DeMeo Asset Management LLC 0.09% Reduce -4.1% 2,931 $434K
Cyndeo Wealth Partners, LLC 0.02% Add +1.7% 2,925 $433K
Kagan Cocozza Asset Management 0.30% Reduce -4.0% 2,914 $432K
Fortress Private Ledger, LLC 0.13% New 2,890 $428K
Wealth Preservation Advisors, LLC 0.36% No change 2,888 $428K
Breakwater Capital Group 0.06% Add +0.1% 2,875 $426K
Westmount Partners, LLC 0.10% Add +0.5% 2,873 $426K
BCS Wealth Management 0.09% Reduce -44.1% 2,871 $425K
Sterling Investment Counsel, LLC 0.12% Add +0.2% 2,862 $424K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -21.1% 2,768 $424K
Silver Coast Investments LLC 0.13% New 2,855 $423K
Foguth Wealth Management, LLC. 0.05% Add +34.0% 2,654 $422K
Calamos Wealth Management LLC 0.01% Add +9.7% 2,843 $421K
Calamos Advisors LLC 0.00% New 2,843 $421K
Optima Capital LLC 0.19% Add +11.4% 2,835 $420K
Clarity Wealth Advisors, LLC 0.09% Reduce -0.8% 2,826 $419K
New England Professional Planning Group Inc. 0.17% No change 2,824 $418K
Dravo Bay LLC 0.17% No change 2,814 $417K
Noble Family Wealth, LLC 0.09% Add +66.8% 2,810 $416K
PTM Wealth Management, LLC 0.22% Add +0.5% 2,797 $416K
BankChampaign, National Association 0.41% Add +2976.9% 2,800 $415K
Semitam Bonam LLC 0.34% No change 2,797 $414K
Selective Wealth Management, Inc. 0.12% Add +0.0% 2,681 $414K
Blom & Howell Financial Planning, Inc. 0.41% Reduce -24.2% 2,796 $414K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -14.2% 2,785 $412K
Morris Financial Concepts, Inc. 0.14% Reduce -1.8% 2,766 $410K
Texas Yale Capital Corp. 0.01% Add +3.6% 2,764 $409K
Redwood Investment Management, LLC 0.05% Add +8.8% 2,755 $408K
Armbruster Capital Management, Inc. 0.07% Add +12.3% 2,742 $406K
Resurgent Financial Advisors LLC 0.15% Add +0.0% 2,738 $405K
Birch Hill Investment Advisors LLC 0.02% No change 2,720 $403K
Jefferies Financial Group Inc. 0.01% Add +0.6% 2,707 $401K
Chemistry Wealth Management LLC 0.07% No change 2,701 $400K
Cabana LLC 3.14% Add +17.5% 2,698 $400K
Principia Wealth Advisory, LLC 0.23% Reduce -4.0% 2,700 $399K
Plan Group Financial, LLC 0.09% Add +55.2% 2,695 $399K
Eagle Wealth Strategies LLC 0.17% Add +7.9% 2,692 $399K
Sage Capital Management, LLC 0.19% Add +0.6% 2,680 $397K
GeoWealth Management, LLC 0.01% Reduce -92.7% 2,671 $396K
Veridan Wealth LLC 0.15% Add +0.5% 2,671 $396K
Acropolis Investment Management, LLC 0.02% Reduce -0.1% 2,671 $396K
Cheviot Value Management, LLC 0.04% No change 2,662 $394K
HMV Wealth Advisors, LLC 0.18% No change 2,650 $392K
Castle Wealth Management LLC 0.13% Reduce -2.4% 2,649 $392K
Texas Bank & Trust Co 0.15% No change 2,646 $392K
Mullooly Asset Management, Inc. 0.14% New 2,644 $391K
RMR Capital Management, LLC 0.28% Add +14.7% 2,643 $391K
MilWealth Group LLC 0.09% No change 2,633 $390K
Maripau Wealth Management LLC 0.17% Add +50.3% 2,620 $388K
Third View Private Wealth, LLC 0.05% Reduce -1.5% 2,617 $388K
Calton & Associates, Inc. 0.06% Reduce -6.9% 2,613 $387K
First Wilshire Securities Management Inc. 0.09% No change 2,600 $385K
Waterway Wealth Management, LLC 0.09% New 2,600 $385K
Werba Rubin Papier Wealth Management 0.05% New 2,592 $384K
Institute for Wealth Management, LLC. 0.04% Add +4.9% 2,590 $384K
Kraft, Davis & Associates, LLC 0.08% Reduce -9.1% 2,440 $383K
Olde Wealth Management, LLC 0.12% Reduce -5.3% 2,578 $381K
Brightwater Advisory LLC 0.25% Reduce -3.8% 2,572 $381K
CWA Asset Management Group, LLC 0.01% Reduce -10.6% 2,557 $379K
Coastal Bridge Advisors, LLC 0.03% Reduce -19.4% 2,555 $378K
Marquette Asset Management, LLC 0.06% No change 2,555 $378K
CIBC Asset Management Inc 0.00% No change 2,555 $378K
Tenon Financial LLC 0.15% No change 2,551 $378K
Fisher Asset Management 0.00% Reduce -41.9% 2,546 $377K
TRUE Private Wealth Advisors 0.04% Reduce -85.4% 2,534 $375K
Canal Capital Management, LLC 0.05% Reduce -0.5% 2,533 $375K
Legacy Private Trust Co. 0.02% No change 2,527 $374K
Blue Trust, Inc. 0.00% Add +2.7% 2,513 $372K
Global Financial Private Client, LLC 0.12% No change 2,511 $372K
Mezzasalma Advisors, LLC 0.09% Reduce -3.9% 2,504 $371K
Wealth Management Strategies, Inc. 0.17% Add +0.1% 2,503 $371K
Davis R M Inc. 0.01% Add +9.9% 2,495 $370K
Moller Wealth Partners 0.07% Add +0.5% 2,489 $369K
Disciplined Investments, LLC 0.13% No change 2,488 $368K
Park Edge Advisors, LLC 0.08% Reduce -15.0% 2,485 $368K
Matrix Private Capital Group LLC 0.18% Add +39.0% 2,479 $367K
Berkshire Asset Management LLC 0.02% Reduce -1.0% 2,478 $367K
Kanawha Capital Management LLC 0.03% No change 2,465 $365K
Firestone Capital Management 0.08% Add +2.9% 2,464 $365K
Rodgers & Associates, LTD 0.04% No change 2,462 $365K
Channel Wealth LLC 0.09% Reduce -14.3% 2,460 $364K
Wescott Financial Advisory Group, LLC 0.03% Reduce -21.4% 2,444 $362K
Index Fund Advisors, Inc. 0.02% No change 2,441 $361K
Northwest Wealth Advisors, LLC 0.26% Add +0.1% 2,436 $361K
Vigil Wealth Management, LLC 0.29% No change 2,435 $361K
NBT Bank, N.A. 0.02% No change 2,432 $360K
Journey Advisory Group, LLC 0.03% Reduce -14.4% 2,420 $358K
Olistico Wealth, LLC 0.18% No change 2,415 $358K
Portside Wealth Group, LLC 0.05% Reduce -57.6% 2,413 $357K
Steinberganna Wealth Management 0.17% Add +0.4% 2,409 $357K
Baker Avenue Asset Management, LP 0.01% New 2,409 $357K
49 Wealth Management, LLC 0.03% Add +0.3% 2,407 $356K
Hollencrest Capital Management 0.01% No change 2,400 $355K
MY Wealth Management Inc. 0.34% Add +36.5% 2,750 $355K
American Money Management, LLC 0.06% Reduce -3.1% 2,391 $354K
Johnson Bixby & Associates, LLC 0.04% Add +0.1% 2,386 $353K
Vista Capital Partners, Inc. 0.04% Reduce -6.1% 2,384 $353K
Aviance Capital Partners, LLC 0.04% No change 2,377 $352K
Goelzer Investment Management, Inc. 0.02% Reduce -2.8% 2,364 $350K
Norris Perne & French LLP 0.02% New 2,359 $349K
Patten & Patten Inc. 0.02% Add +1.6% 2,357 $349K
J2 Capital Management Inc 0.24% No change 2,348 $348K
CVFG LLC 0.04% New 2,348 $348K
Wealth Architects, LLC 0.03% Reduce -4.1% 2,338 $346K
S Harris Financial Group, LLC 0.31% Reduce -0.2% 2,331 $345K
Rezny Wealth Management, Inc. 0.08% No change 2,330 $345K
Appleton Partners Inc. 0.02% No change 2,330 $345K
Atwood & Palmer Inc. 0.02% Add +1069.8% 2,328 $345K
Advus Financial Partners, LLC 0.09% Add +0.5% 2,325 $344K
Clark Asset Management, LLC 0.03% No change 2,322 $344K
Reynders McVeigh Capital Management, LLC 0.02% New 2,314 $343K
Cape Ann Savings Bank 0.17% New 2,312 $342K
Naples Global Advisors, LLC 0.03% Add +10.9% 2,311 $342K
Godsey & Gibb, Inc. 0.03% No change 2,310 $342K
Trek Financial, LLC 0.02% Reduce -19.1% 2,310 $342K
Csenge Advisory Group 0.02% Add +3.9% 2,307 $342K
Ballast Financial Advisors LLC 0.35% Reduce -1.4% 2,295 $340K
Acorn Wealth Advisors, LLC 0.10% Add +59.6% 2,295 $340K
ZEGA Investments, LLC 0.06% Reduce -16.7% 2,294 $340K
Keebeck Wealth Management 0.04% Add +0.8% 2,287 $339K
Ghe, LLC 0.14% No change 2,285 $338K
Clearwater Capital Advisors, LLC 0.03% Add +19.3% 2,284 $338K
Approach Retirement Advisors, LLC 0.28% Add +0.5% 2,279 $338K
Smith & Howard Wealth Management, LLC 0.07% Add +19.4% 2,278 $337K
Castleview Partners, LLC 0.17% New 2,271 $336K
Cannell & Spears LLC 0.01% Reduce -8.8% 2,269 $336K
Ruggiero Investments, Inc. 0.32% New 2,269 $336K
Cascade Investment Advisors, Inc. 0.20% Reduce -13.5% 2,250 $333K
Silvercrest Asset Management Group LLC 0.00% Reduce -56.0% 2,243 $332K
Cambridge Advisors Inc. 0.06% Add +5.5% 2,241 $332K
Fortis Group Advisors, LLC 0.05% No change 2,240 $332K
Princeton Global Asset Management LLC 0.05% Reduce -1.0% 2,237 $331K
Private Wealth Asset Management, LLC 0.04% No change 2,237 $331K
Daiwa Securities Group Inc. 0.00% Reduce -25.0% 2,237 $331K
Henderson Brothers Financial Partners, LLC 0.08% — 2,234 $331K
Blue Sky Capital Consultants Group, Inc. 0.16% No change 2,230 $330K
Arta Finance Wealth Management LLC 0.16% Add +51.1% 2,223 $329K
1776 Wealth LLC 0.13% Reduce -2.1% 2,223 $329K
Evercore Wealth Management, LLC 0.01% No change 2,223 $329K
LMG Wealth Partners, LLC 0.06% No change 2,220 $329K
Retirement Planning Group, LLC / NY 0.21% Add +0.3% 2,215 $328K
Perspective Wealth Advisors LLC 0.21% No change 2,211 $327K
Market Street Wealth Management Advisors LLC 0.05% No change 2,203 $326K
Edgestream Partners, L.P. 0.01% Add +15.3% 2,203 $326K
Brick & Kyle, Associates 0.11% Add +0.1% 2,197 $325K
Carroll Advisory Group, LLC 0.13% Add +24.5% 2,193 $325K
WESPAC Advisors, LLC 0.18% No change 2,185 $324K
Holistic Financial Partners 0.12% No change 2,183 $323K
USAdvisors Wealth Management, LLC 0.11% Add +0.5% 2,214 $322K
Chemung Canal Trust Co. 0.07% No change 2,172 $322K
Gray Private Wealth, LLC 0.16% No change 2,172 $322K
Strengthening Families & Communities, LLC 0.08% New 2,169 $321K
Phillips Wealth Planners LLC 0.24% Reduce -2.6% 2,058 $321K
Crusonia Wealth Advisors LLC 0.07% Add +2.4% 2,164 $320K
Cardinal Point Capital Management ULC 0.02% Reduce -4.4% 2,163 $320K
McGuire Capital Advisors Inc. 0.20% Reduce -2.0% 2,151 $319K
Winch Advisory Services, LLC 0.07% Add +0.5% 2,142 $317K
Diversified Enterprises, LLC 0.02% Add +0.4% 2,142 $317K
Meramec Financial Planners, LLC 0.13% No change 2,042 $317K
Client 1ST Advisory Group, LLC 0.10% Reduce -6.9% 2,134 $316K
Bernicke Wealth Management, Ltd. 0.04% Add +12.0% 2,134 $316K
Brooks, Moore & Associates, Inc. 0.16% Add +1.7% 2,131 $316K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,130 $315K
Aurora Private Wealth, Inc. 0.22% Reduce -13.0% 2,147 $315K
Planning Directions Inc. 0.16% Add +3.0% 2,124 $315K
RIA Advisory Group LLC 0.08% Add +0.7% 2,122 $314K
Capital Investment Counsel, LLC 0.04% New 2,118 $314K
Moss Adams Wealth Advisors LLC 0.02% No change 2,113 $313K
Caldwell Sutter Capital, Inc. 0.13% Add +17.9% 2,113 $313K
Gallagher Fiduciary Advisors, LLC 0.01% Add +14229.0% 8,811,881 $312K
Blodgett Wealth Advisors, LLC 0.25% No change 2,107 $312K
Greenline Partners, LLC 0.03% Add +0.1% 2,101 $311K
Home Federal Bank of Tennessee 0.08% No change 2,087 $309K
Wheelhouse Advisory Group LLC 0.10% Add +2.7% 2,085 $309K
American Financial Advisors, LLC 0.04% Reduce -52.2% 2,084 $309K
Earned Wealth Advisors, LLC 0.02% Add +33.3% 2,084 $309K
Hudock, Inc. 0.05% Add +0.2% 2,081 $308K
Tucker Asset Management LLC 0.09% No change 2,076 $307K
Lake Street Private Wealth, LLC 0.04% Add +0.2% 2,076 $307K
Midwest Financial Group LLC 0.13% Add +0.3% 2,076 $307K
Headlands Technologies LLC 0.03% New 2,069 $306K
BLB&B Advisors, LLC 0.01% No change 2,059 $305K
Oregon Pacific Wealth Management, LLC 0.32% Reduce -21.8% 2,058 $305K
Bluespring Wealth Management, LLC 0.03% Add +0.2% 2,054 $304K
Brooklyn Investment Group 0.01% New 2,054 $304K
Strategic Financial Partners, Ltd. 0.13% No change 2,040 $302K
Twelve Points Wealth Management LLC 0.07% Reduce -10.0% 2,033 $301K
Commerce Advisors, LLC 0.25% — 2,031 $301K
Avalon Capital Management 0.08% Add +0.6% 2,026 $300K
Tennessee Valley Asset Management Partners 0.04% Reduce -7.8% 2,019 $299K
Bank Ozk 0.10% No change 2,010 $298K
Accredited Investors Inc. 0.02% Add +32.1% 2,010 $298K
Catalyst Private Wealth, LLC 0.16% No change 2,002 $296K
Kavar Capital Partners Group, LLC 0.04% New 2,000 $296K
PFC Capital Group, Inc. 0.13% No change 2,000 $296K
Campbell Deegan Wealth Management, LLC 0.24% Add +0.6% 1,993 $295K
Leigh Baldwin & Co., LLC 0.19% No change 1,990 $295K
Garden State Investment Advisory Services LLC 0.07% Add +5.7% 1,988 $295K
Revisor Wealth Management LLC 0.08% No change 1,985 $294K
Sterling Wealth Advisors Inc 0.17% No change 1,892 $293K
Tripletail Wealth Management, LLC 0.40% Add +2.6% 1,980 $293K
TSA Wealth Managment LLC 0.09% New 1,980 $293K
Center for Financial Planning, Inc. 0.03% Reduce -2.1% 1,975 $292K
Elmwood Wealth Management, Inc. 0.08% No change 1,971 $292K
Balance Wealth Partners LLC 0.09% Reduce -0.1% 1,970 $292K
Strategic Wealth Investment Group, LLC 0.04% Add +1.2% 1,970 $292K
Cape Investment Advisory, Inc. 0.10% Add +4.2% 1,960 $290K
Altfest L J & Co. Inc. 0.03% Reduce -52.9% 1,956 $290K
Colter Lewis Investment Partners LLC 0.27% Add +19.3% 1,946 $288K
Weik Capital Management 0.11% No change 1,945 $288K
Legacy Financial Group LLC 0.04% Add +0.1% 1,945 $288K
WealthPlan Investment Management, LLC 0.02% Add +0.4% 1,940 $287K
Paragon Private Wealth Management, LLC 0.09% Reduce -20.9% 1,940 $287K
Second Line Capital, LLC 0.05% Reduce -0.9% 1,827 $287K
Crestwood Advisors Group, LLC 0.00% New 1,938 $287K
Dunhill Financial, LLC 0.07% Add +0.1% 1,930 $286K
Dover Advisors, LLC 0.12% No change 1,916 $284K
Hopwood Financial Services, Inc. 0.19% No change 1,914 $283K
WestHill Financial Advisors, Inc. 0.05% No change 1,914 $283K
Gibraltar Capital Management, Inc. 0.05% No change 1,911 $283K
Investment Planning Advisors, Inc. 0.08% Add +1.1% 1,906 $282K
Concentrum Wealth Management 0.08% New 1,900 $281K
Cooper Financial Group 0.03% Reduce -4.9% 1,900 $281K
Ferguson Shapiro LLC 0.09% No change 1,897 $281K
Mindset Wealth Management, LLC 0.08% Add +1.0% 1,892 $280K
Galvin, Gaustad & Stein, LLC 0.02% Add +8.1% 1,891 $280K
Gibbs Wealth Management 0.04% New 1,889 $280K
Bokf, NA 0.00% Reduce -29.8% 1,883 $279K
Ameriflex Group, Inc. 0.14% Add +0.9% 1,880 $278K
Perkins Coie Trust Co 0.05% No change 1,880 $278K
Yanni & Associates Investment Advisors, LLC 0.29% No change 1,874 $278K
ARS Wealth Advisors Group, LLC 0.02% Add +2.5% 1,874 $278K
Seeds Investor LLC 0.04% New 1,810 $277K
McDonough Capital Management, Inc 0.15% No change 1,869 $277K
Weil Company, Inc. 0.06% New 1,866 $276K
Leading Edge Financial Planning LLC 0.06% Reduce -3.7% 1,860 $276K
BAM Wealth Management, LLC 0.21% Add +2.8% 1,855 $275K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.1% 1,847 $274K
Caitlin John, LLC 0.16% No change 1,846 $273K
AlTi Global, Inc. 0.01% Add +0.4% 1,843 $273K
Farmers & Merchants Investments Inc. 0.01% No change 1,840 $273K
ETF Store, Inc. 0.26% Add +0.4% 1,837 $272K
JB Capital LLC 0.01% Reduce -86.1% 1,834 $272K
Signature Equity Partners, LLC 0.15% Add +2.7% 1,826 $270K
Capital Management Associates, Inc 0.06% No change 1,825 $270K
Planning Center, Inc. 0.03% No change 1,820 $270K
Founders Capital Management 0.13% Add +0.2% 1,813 $269K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -66.7% 1,805 $267K
Sather Financial Group Inc 0.02% Reduce -3.6% 1,804 $267K
Greenspring Advisors, LLC 0.02% No change 1,802 $267K
Vawter Financial, Ltd. 0.11% No change 1,800 $267K
Heritage Wealth Advisors 0.01% No change 1,798 $266K
Virtue Asset Management LLC 0.22% New 1,795 $266K
KFG Wealth Management, LLC 0.03% Add +0.3% 1,795 $266K
Koss-Olinger Consulting, LLC 0.02% Add +0.4% 1,794 $266K
Silver Oak Wealth Advisors Services, LLC 0.17% No change 1,793 $266K
Realta Investment Advisors 0.09% Reduce -28.7% 1,792 $265K
Alpha Financial Partners LLC 0.16% Reduce -1.4% 1,791 $265K
Red Crane Wealth Management, LLC 0.22% Add +0.4% 1,790 $265K
MRA Advisory Group 0.11% No change 1,784 $264K
West Branch Capital LLC 0.07% Reduce -4.9% 1,782 $264K
Financial Freedom, LLC 0.13% Add +0.3% 1,780 $264K
Sankala Group LLC 0.22% No change 1,788 $263K
Ehrlich Financial Group 0.15% Reduce -30.4% 1,774 $263K
Meriwether Wealth & Planning, LLC 0.14% No change 1,766 $262K
Vident Advisory, LLC 0.00% New 1,765 $262K
Philadelphia Trust Co. 0.02% No change 1,765 $261K
Financial Futures Ltd Liability Co. 0.11% Reduce -1.0% 1,762 $261K
Copia Wealth Management 0.18% Reduce -18.1% 1,761 $261K
Cornerstone Planning Group LLC 0.03% Add +29.8% 1,666 $260K
Kestra Investment Management, LLC 0.00% Add +2.4% 1,754 $260K
Monument Group Wealth Advisors, LLC 0.14% No change 1,750 $259K
PW Nova Financial Services LLC 0.07% Reduce -0.6% 1,749 $259K
Tanager Wealth Management LLP 0.03% Reduce -8.9% 1,744 $258K
West Michigan Advisors, LLC 0.06% Reduce -14.0% 1,733 $257K
Princeton Capital Management LLC 0.07% No change 1,730 $256K
KMG Fiduciary Partners, LLC 0.02% No change 1,729 $256K
Twin Peaks Wealth Advisors, LLC 0.06% No change 1,726 $256K
True North Advisors, LLC 0.03% No change 1,721 $255K
Bellevue Asset Management, LLC 0.13% Reduce -2.6% 1,718 $254K
Unified Investment Management 0.26% No change 1,716 $254K
Mullaney, Keating & Wright, Inc. 0.14% No change 1,714 $254K
Stone House Investment Management, LLC 0.05% Add +4.6% 1,713 $254K
Zacks Investment Management 0.00% New 1,712 $254K
Meridian Wealth Partners, LLC 0.03% No change 1,700 $252K
RiverFront Investment Group, LLC 0.00% No change 1,700 $252K
Nadler Financial Group, Inc. 0.02% No change 1,691 $250K
MA Private Wealth 0.04% No change 1,687 $250K
626 Financial, LLC 0.11% No change 1,686 $250K
ZynergyRetirementPlanningLLC 0.15% Reduce -4.9% 1,685 $250K
Agate Pass Investment Management, LLC 0.10% Reduce -27.8% 1,680 $249K
Swmg, LLC 0.07% Reduce -1.3% 1,675 $248K
Bath Savings Trust Co 0.03% New 1,674 $248K
Everhart Financial Group, Inc. 0.02% Reduce -0.1% 1,672 $248K
Sentinel Pension Advisors, LLC 0.04% Reduce -6.8% 1,670 $247K
BWM Planning, LLC 0.07% Add +0.1% 1,669 $247K
RPg Family Wealth Advisory, LLC 0.05% New 1,667 $247K
PGIM Custom Harvest LLC 0.00% New 1,665 $247K
Van Cleef Asset Management,Inc 0.03% No change 1,663 $246K
Salem Investment Counselors Inc. 0.01% Reduce -1.2% 1,658 $246K
Peachtree Investment Partners, LLC 0.09% Add +0.4% 1,655 $245K
Hazlett, Burt & Watson, Inc. 0.08% Add +4.2% 1,654 $245K
Strategic Advocates LLC 1.08% Reduce -81.5% 1,642 $243K
Lansing Street Advisors 0.06% Add +0.6% 1,642 $243K
G2 Capital Management, LLC / Oh 0.06% Reduce -12.0% 1,639 $243K
TruNorth Capital Management, LLC 0.05% No change 1,638 $243K
DMKC Advisory Services, LLC 0.10% Add +11.2% 1,635 $242K
Indiana Trust & Investment Management Co 0.07% Reduce -7.9% 1,629 $241K
Pacific Financial Group Inc. 0.13% No change 1,628 $241K
Atlatl Advisers LLC 0.18% No change 1,621 $240K
Lakeshore Financial Planning, Inc. 0.09% New 1,615 $239K
Beacon Capital Management, LLC 0.04% Add +2.4% 1,610 $238K
Slagle Financial, LLC 0.08% Reduce -53.5% 1,604 $237K
Cpwa, LLC 0.28% — 1,523 $237K
Fortem Financial Group, LLC 0.06% Reduce -7.8% 1,600 $237K
Ellenbecker Investment Group 0.03% New 1,597 $237K
Endeavor Private Wealth, Inc. 0.07% No change 1,596 $236K
First Western Trust Bank 0.01% No change 1,590 $235K
Financial Synergies Wealth Advisors, Inc. 0.02% Add +8.6% 1,585 $235K
Madrona Financial Services, LLC 0.05% Reduce -55.8% 1,584 $235K
Dana Investment Advisors, Inc. 0.01% Add +2.7% 1,580 $234K
Clarus Group, Inc. 0.08% No change 1,575 $233K
Journey Strategic Wealth LLC 0.01% Reduce -3.1% 1,574 $233K
Keeler & Nadler Financial Planning & Wealth Management 0.08% Reduce -0.2% 1,572 $233K
Evolution Advisers, Inc. 0.10% Reduce -6.5% 1,569 $232K
S&A Financial Services, Inc. 0.16% — 1,564 $232K
Crewe Advisors LLC 0.02% Reduce -2.6% 1,562 $231K
Security National Bank 0.03% Reduce -4.2% 1,562 $231K
Chapin Davis, Inc. 0.05% No change 1,555 $230K
Potentia Wealth 0.09% No change 1,554 $230K
CWS Financial Advisors, LLC 0.06% New 1,534 $227K
Vericrest Private Wealth 0.20% No change 1,533 $227K
Richardson Financial Services Inc. 0.14% No change 1,527 $226K
Brucke Financial, Inc. 0.11% Add +0.5% 1,518 $225K
Sightline Wealth Advisors, LLC 0.09% Reduce -73.9% 1,511 $224K
Strait & Sound Wealth Management LLC 0.09% No change 1,508 $223K
Jeppson Wealth Management, LLC 0.07% Reduce -2.5% 1,500 $222K
Ridge Creek Global, Inc 0.19% No change 1,495 $221K
Hara Capital LLC 0.11% Add +16.9% 1,491 $221K
Sequent Planning LLC 0.05% New 1,487 $220K
MPWM Advisory Solutions, LLC 0.12% Reduce -7.0% 1,484 $220K
Fluent Financial, LLC 0.08% No change 1,432 $219K
Presilium Private Wealth, LLC 0.04% Reduce -6.3% 1,480 $219K
Topsail Wealth Management, LLC 0.03% No change 1,479 $219K
Frazier Financial Advisors, LLC 0.12% No change 1,478 $219K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,476 $219K
MBL Wealth, LLC 0.02% No change 1,476 $219K
Level Wealth Management LLC 0.10% Add +0.4% 1,473 $218K
Strategies Wealth Advisors, LLC 0.02% Add +1.4% 1,471 $218K
Eagle Harbor Asset Management Inc. 0.19% Reduce -4.4% 1,470 $218K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -19.7% 1,467 $217K
Berkeley, Inc 0.07% No change 1,466 $217K
Atlas Brown,Inc. 0.07% Reduce -2.0% 1,465 $217K
Capasso Planning Partners LLC 0.12% No change 1,464 $217K
Sun Group Wealth Partners 0.17% No change 1,462 $217K
WBH Advisory Inc. 0.02% No change 1,458 $216K
SkyOak Wealth, LLC 0.04% No change 1,455 $215K
Independent Wealth Advisors LLC 0.21% Add +0.3% 1,454 $215K
Rockwood Wealth Management, LLC 0.02% No change 1,452 $215K
North Capital, Inc. 0.18% No change 1,449 $215K
Well Done, LLC 0.03% New 1,445 $214K
Headland Capital, LLC 0.06% Reduce -5.1% 1,440 $213K
Enclave Advisors LLC 0.03% Add +0.1% 1,440 $213K
Caliber Wealth Management, LLC / KS 0.02% Reduce -8.1% 1,439 $213K
Altus Wealth Group LLC 0.09% Add +0.1% 1,437 $213K
North Forty Two & Co. 0.20% No change 1,436 $213K
GAMMA Investing LLC 0.01% Add +47.0% 1,436 $213K
Eddie Patel Inc 0.16% New 1,435 $213K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -96.5% 1,433 $212K
Eley Financial Management, Inc 0.08% No change 1,432 $212K
Legacy Financial Strategies, LLC 0.04% No change 1,430 $212K
Tred Avon Family Wealth, LLC 0.07% No change 1,428 $212K
Cora Capital Advisors LLC 0.07% No change 1,428 $211K
Silicon Valley Capital Partners 0.02% Add +8.2% 1,424 $211K
Private Wealth Partners, LLC 0.02% No change 1,423 $211K
Sloy Dahl & Holst, LLC 0.03% No change 1,415 $210K
Spectrum Investment Advisors, Inc. 0.10% Reduce -36.6% 1,411 $209K
Northwest Quadrant Wealth Management, LLC 0.04% Add +0.6% 1,405 $208K
WPG Advisers, LLC 0.15% Reduce -1.3% 1,403 $208K
Kathmere Capital Management, LLC 0.01% New 1,403 $208K
Columbia Advisory Partners LLC 0.13% Reduce -7.5% 1,402 $208K
Joule Financial, LLC 0.06% New 1,402 $208K
Compton Wealth Advisory Group, LLC 0.05% No change 1,403 $208K
Hardin Capital Partners, LLC 0.10% New 1,399 $207K
DeLarme Wealth Management, Inc. 0.13% No change 1,398 $207K
Oxbow Advisors, LLC 0.02% No change 1,397 $207K
Private Management Group Inc. 0.01% Add +0.1% 1,397 $207K
Summit Global Investments 0.01% New 1,390 $206K
Tacita Capital Inc 0.12% No change 1,390 $206K
Vantage Point Financial LLC 0.07% New 1,389 $206K
Rialto Wealth Management, LLC 0.05% No change 1,389 $206K
Prosperity Planning, Inc. 0.07% Reduce -25.5% 1,388 $206K
Clarendon Private LLC 0.16% New 1,387 $205K
Sheets Smith Wealth Management 0.02% New 1,386 $205K
Orleans Capital Management Corp. 0.14% New 1,386 $205K
Opal Wealth Advisors, LLC 0.05% Reduce -22.3% 1,385 $205K
BlueStem Wealth Partners, LLC 0.02% New 1,384 $205K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 1,379 $204K
Fortress Financial Group, LLC 0.15% New 1,374 $203K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -16.8% 1,372 $203K
Able Wealth Management LLC 0.05% New 1,370 $203K
ShoreHaven Wealth Partners, LLC 0.07% New 1,368 $203K
Grove Bank & Trust 0.02% No change 1,364 $202K
Seelaus Asset Management LLC 0.15% Reduce -15.7% 1,361 $202K
Members Trust Co 0.01% New 1,358 $201K
City Holding Co. 0.03% No change 1,357 $201K
Intrua Financial, LLC 0.02% Reduce -34.1% 1,357 $201K
Base Wealth Management LLC 0.11% Reduce -6.8% 1,354 $201K
Rise Advisors, LLC 0.07% New 1,354 $200K
TFC Financial Management, Inc. 0.02% Add +462.4% 1,333 $197K
Walsh & Associates, LLC 0.20% No change 1,332 $197K
WealthShield Partners, LLC 0.02% Reduce -10.3% 1,326 $196K
Silver Oak Securities, Incorporated 0.01% Reduce -15.5% 1,311 $194K
Sachetta, LLC 0.10% Add +11.1% 1,300 $193K
Hamrick Investment Counsel, llc 0.11% New 1,298 $192K
Strive Financial Group ,LLC 0.10% Reduce -4.1% 1,298 $192K
Ogorek Anthony Joseph /NY/ 0.05% Add +604.9% 1,297 $192K
LGT Financial Advisors LLC 0.94% Reduce -6.2% 1,233 $183K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.6% 1,232 $182K
Pinnacle Bancorp, Inc. 0.05% Reduce -1.6% 1,214 $180K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,207 $179K
Entrust Financial LLC 0.12% Reduce -3.9% 1,149 $170K
Alerus Financial NA 0.01% Reduce -25.9% 1,087 $161K
Delta Asset Management LLC 0.01% No change 1,048 $155K
MTM Investment Management, LLC 0.05% No change 1,045 $155K
Abound Wealth Management 0.04% Add +1.2% 1,043 $154K
Robinswood Financial LLC 0.05% Add +16.7% 1,043 $154K
Silver Grove Financial Group, Inc. 0.12% New 1,030 $153K
Adkins Seale Capital Management LLC 0.15% No change 1,000 $148K
Rakuten Securities, Inc. 0.06% Add +88.5% 997 $148K
Stelac Advisory Services LLC 0.03% No change 979 $145K
Tsfg, LLC 0.02% Add +0.1% 973 $144K
Global Wealth Strategies & Associates 0.04% New 968 $143K
J.Safra Asset Management Corp 0.01% No change 964 $143K
Park Place Capital Corp 0.03% New 953 $141K
Evolution Wealth Management Inc. 0.10% Add +10.9% 935 $138K
IFG Advisory, LLC 0.39% Reduce -99.6% 929 $138K
True Link Financial Advisors, LLC 0.01% New 900 $133K
Blueline Advisors LLC 0.10% No change 882 $131K
Beaird Harris Wealth Management, LLC 0.01% Reduce -7.8% 881 $130K
Ballast Advisors LLC 0.04% No change 868 $129K
Kentucky Trust Co 0.07% No change 861 $128K
ESL Trust Services, LLC 0.02% Reduce -15.0% 850 $126K
Newton One Investments LLC 0.03% Reduce -34.3% 846 $125K
Cascades Capital Asset Management, LLC 0.05% Add +10.1% 820 $121K
TIAA Wealth Investment Management LLC 0.00% — 830 $121K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -10.3% 800 $119K
JDM Financial Group LLC 0.04% No change 777 $115K
WFA of San Diego, LLC 0.09% No change 775 $115K
Granville Capital, Inc. 0.06% No change 760 $113K
Napier Financial, LLC 0.02% New 733 $109K
Bullseye Investment Management, LLC 0.06% No change 725 $107K
Darwin Wealth Management, LLC 0.03% Add +0.3% 724 $107K
Global Trust Asset Management, LLC 0.04% Reduce -32.0% 722 $107K
Accent Capital Management, LLC 0.05% No change 719 $106K
Blume Capital Management, Inc. 0.02% Reduce -57.8% 700 $104K
Miller Capital Partners, Inc. 0.05% No change 695 $103K
Evergreen Advisors, LLC 0.02% New 692 $102K
Hurley Capital, LLC 0.05% Add +0.3% 679 $101K
Purpose Unlimited Inc. 0.00% New 647 $96K
Godfrey Financial Associates, Inc. 0.08% Add +8.4% 644 $95K
Tidemark, LLC 0.02% Reduce -24.6% 627 $93K
Ankerstar Wealth, LLC 0.10% Reduce -10.7% 619 $92K
CDKV Holdings LLC 0.08% Reduce -2.4% 619 $92K
Kimelman & Baird, LLC 0.01% Add +32.0% 619 $92K
Smallwood Wealth Investment Management, LLC 0.05% No change 580 $86K
Cedar Mountain Advisors, LLC 0.02% Reduce -18.1% 579 $86K
Versant Capital Management, Inc 0.01% No change 577 $85K
Noble Wealth Management PBC 0.04% Reduce -5.3% 576 $85K
Bay Harbor Wealth Management, LLC 0.02% Add +1.6% 575 $85K
Allianz SE 0.00% No change 560 $83K
Marshall & Sterling Wealth Advisors Inc. 0.05% Reduce -49.9% 560 $83K
Elevated Capital Advisors, LLC 0.02% No change 559 $83K
Missouri Trust & Investment Co 0.02% No change 556 $82K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.06% No change 555 $82K
Certuity, LLC 0.01% Reduce -62.2% 553 $82K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -26.7% 550 $81K
Synergy Investment Management, LLC 0.03% New 546 $81K
Hilltop National Bank 0.02% No change 542 $80K
Bank of New Hampshire 0.02% No change 532 $79K
Albion Financial Group 0.01% New 530 $78K
CNB Bank 0.03% Add +20.6% 528 $78K
Clarity Asset Management, Inc. 0.04% Add +0.6% 527 $78K
Stance Capital LLC 0.04% New 520 $77K
Kennebec Savings Bank 0.07% Reduce -80.5% 514 $76K
Lodestone Wealth Management LLC 0.03% No change 514 $76K
CGC Financial Services, LLC 0.02% No change 509 $75K
Financial Connections Group, Inc. 0.03% No change 502 $74K
Minot DeBlois Advisors LLC 0.07% Add +42.6% 499 $74K
Osbon Capital Management LLC 0.06% Reduce -11.8% 499 $74K
Gill Capital Partners, LLC 0.02% New 497 $74K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -19.9% 486 $72K
Basepoint Wealth LLC 0.04% Add +0.6% 476 $71K
Front Row Advisors LLC 0.02% Add +90.0% 475 $70K
Portfolio Resources Advisor Group, Inc. 0.07% No change 472 $70K
Truvestments Capital LLC 0.01% Add +320.4% 454 $67K
Physician Wealth Advisors, Inc. 0.01% No change 450 $67K
Washington Trust Advisors, Inc. 0.01% No change 447 $66K
IAG Wealth Partners, LLC 0.01% Add +30.4% 442 $65K
Hughes Financial Services, LLC 0.01% No change 432 $64K
Pacifica Partners Inc. 0.02% No change 426 $63K
CrossGen Wealth, LLC 0.06% Add +1.7% 424 $63K
Graney & King, LLC 0.03% Add +0.2% 418 $62K
Winthrop Capital Management, LLC 0.02% No change 409 $61K
Harbor Asset Planning, Inc. 0.05% Add +0.8% 401 $59K
Nalls Sherbakoff Group, LLC 0.04% No change 380 $56K
Barnes Dennig Private Wealth Management LLC 0.05% No change 364 $54K
Trask Adam Roland 0.05% — 360 $53K
Align Financial, LLC 0.03% Reduce -99.4% 360 $53K
Basecamp Wealth Advisors LLC 0.01% Add +74.0% 348 $52K
Obsidian Cio, LLC 0.05% Add +0.6% 346 $51K
American National Bank & Trust 0.00% No change 340 $50K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 340 $50K
Sunbelt Securities, Inc. 0.00% Reduce -34.1% 335 $50K
Blue Bell Private Wealth Management, LLC 0.01% No change 334 $49K
Gen-Wealth Partners Inc 0.02% Reduce -23.1% 332 $49K
Financial Consulate, Inc. 0.01% No change 329 $49K
Corsicana & Co. 0.03% No change 375 $48K
Valley Wealth Managers, Inc. 0.00% No change 307 $46K
Creative Capital Management Investments LLC 0.01% Reduce -26.6% 303 $45K
Clayton Financial Group LLC 0.02% No change 294 $44K
SJS Investment Consulting Inc. 0.01% No change 294 $44K
Nova Wealth Management, Inc. 0.03% No change 289 $43K
Main Street Group, LTD 0.01% New 287 $43K
Ulland Investment Advisors, LLC 0.04% No change 285 $42K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -20.0% 280 $41K
Resources Management Corp. /CT/ 0.01% No change 276 $41K
Bell Investment Advisors, Inc 0.01% Reduce -55.0% 275 $41K
DecisionPoint Financial, LLC 0.01% Reduce -19.7% 245 $36K
NFSG Corp 0.01% No change 237 $35K
Nemes Rush Group LLC 0.00% Add +15.7% 236 $35K
First United Bank & Trust 0.01% No change 230 $34K
Byrne Asset Management LLC 0.02% No change 229 $34K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 223 $33K
American Capital Advisory, LLC 0.01% No change 216 $32K
Dorato Capital Management 0.02% No change 200 $30K
West Financial Advisors, LLC 0.01% Reduce -53.2% 200 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $30K
Barclays PLC 0.00% New 200 $30K
Burk Holdings LLC 0.01% New 198 $29K
Coston, McIsaac & Partners 0.01% Add +0.5% 197 $29K
Horrell Capital Management, Inc. 0.01% No change 185 $27K
PayPay Securities Corp 0.93% Add +75.8% 174 $27K
Chilton Capital Management LLC 0.00% No change 177 $26K
Protective Life Corp. 0.08% New 171 $25K
Ascentis Wealth Management, LLC 0.01% No change 170 $25K
Sunrise Financial Services, LLC 0.02% Reduce -56.5% 166 $25K
Clearstead Trust, LLC 0.00% No change 157 $23K
Aventus Investment Advisors, Inc. 0.02% No change 155 $23K
Centennial Bank 0.01% No change 153 $23K
McIlrath & Eck, LLC 0.00% No change 150 $22K
1620 Investment Advisors, Inc. 0.01% No change 147 $22K
Kozak & Associates, Inc. 0.00% No change 140 $21K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -91.0% 256 $21K
Gilpin Wealth Management, LLC 0.02% No change 140 $21K
Birchwood Financial Partners, Inc. 0.02% New 135 $20K
Kelleher Financial Advisors 0.01% No change 135 $20K
10Elms LLP 0.01% New 126 $19K
Strategic Investment Solutions, Inc. 0.00% No change 125 $19K
Essential Investment Partners LLC 0.02% No change 120 $18K
Allspring Global Investments Holdings, LLC 0.00% New 118 $17K
Reyes Financial Architecture, Inc. 0.01% No change 112 $17K
REAP Financial Group, LLC 0.00% Reduce -81.9% 111 $16K
JPL Wealth Management, LLC 0.00% New 107 $16K
Sittner & Nelson, LLC 0.01% No change 105 $16K
Pinney & Scofield, Inc. 0.01% No change 100 $15K
Fourth Dimension Wealth, LLC 0.01% No change 100 $15K
Private Wealth Management Group, LLC 0.00% No change 100 $15K
Davis Capital Management 0.01% No change 94 $14K
Lloyd Advisory Services, LLC. 0.00% Reduce -52.0% 85 $13K
Kingdom Financial Group LLC. 0.00% Reduce -95.5% 85 $13K
Foster Dykema Cabot & Partners, LLC 0.00% New 82 $12K
PFS Partners, LLC 0.01% No change 79 $12K
Monetary Management Group Inc. 0.00% No change 75 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $10K
Wolff Wiese Magana LLC 0.01% Add +109.7% 65 $10K
PlanVest Financial, Inc 0.01% — 61 $9K
Signature Resources Capital Management, LLC 0.00% No change 60 $9K
Key Capital Management, INC 0.01% Reduce -99.2% 58 $9K
Merkkuri Wealth Advisors LLC 0.01% New 56 $8K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -3.7% 52 $8K
LRI Investments, LLC 0.00% Reduce -80.0% 50 $7K
Allianz Asset Management GmbH 0.00% No change 45 $7K
Premier Financial Group 0.00% No change 41 $6K
Curio Wealth, LLC 0.00% No change 41 $6K
Dakota Community Bank & Trust NA 0.02% Reduce -98.4% 40 $6K
Proathlete Wealth Management LLC 0.00% Reduce -96.8% 39 $6K
Clear Investment Research, LLC 0.01% New 38 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 38 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 27 $4K
Central Pacific Bank - Trust Division 0.00% No change 26 $4K
Roxbury Financial LLC 0.00% No change 23 $3K
TopTier Wealth Management, LLC 0.00% New 21 $3K
Wealth Enhancement Trust Services, Inc. 0.00% New 20 $3K
Benson Wealth Management INC 0.00% No change 17 $3K
Networth Advisors, LLC 0.00% Reduce -87.3% 17 $3K
RHL Group, LLC 0.00% No change 16 $2K
Navigoe, LLC 0.00% No change 18 $2K
TD Private Client Wealth LLC 0.00% Reduce -50.0% 11 $2K
Morse Asset Management, Inc 0.00% No change 11 $2K
IMG Wealth Management, Inc. 0.00% No change 9 $1K
Kilter Group LLC 0.00% No change 3 $407
Retirement Wealth Solutions LLC 0.00% Add +100.0% 2 $224
Hartford Financial Management Inc. 0.00% No change 1 $149

"% 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.