Vanguard Int High DVD YLDVYMIETF
13F holders, Q2 2026 (June 30)886holders +52
96new positions
38sold out
3famous investors
$98.21avg. 13F price*
At the end of Q2 2026, 886 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 52 from Q1 2026. 96 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($654.1M), Bank of America Corp. ($623.7M) and UBS Group AG ($419.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Int High DVD YLD Inc.
- CUSIP
- 921946794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $182.6M |
| Exits | 38 | $246.3M |
All 13F filers, Q1 2026 → Q2 2026: 8,273,052 shares bought and 4,795,907 shares sold, net +3,477,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 886 holders
| Morgan Stanley | 0.03% | Add +3.5% | 6,660,700 | $654.1M |
| Bank of America Corp. | 0.04% | Add +2.9% | 6,351,629 | $623.7M |
| UBS Group AG | 0.07% | Add +23.9% | 4,269,527 | $419.3M |
| Orgel Wealth Management, LLC | 5.75% | Add +0.7% | 3,084,964 | $302.9M |
| LPL Financial LLC | 0.06% | Add +15.2% | 2,888,314 | $283.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.0% | 2,800,924 | $275.1M |
| Jones Financial Companies LLLP | 0.11% | Add +27.6% | 2,797,471 | $273.6M |
| Wells Fargo & Company | 0.04% | Add +5.2% | 2,491,771 | $244.7M |
| Ameriprise Financial Inc. | 0.05% | Add +0.4% | 2,335,889 | $229.3M |
| Royal Bank of Canada | 0.03% | Add +7.8% | 1,983,451 | $194.8M |
| Captrust Financial Advisors | 0.27% | Reduce -31.7% | 1,813,467 | $178.1M |
| Raymond James Financial Inc. | 0.05% | Add +14.4% | 1,709,221 | $167.8M |
| Confluence Wealth Services, Inc. | 4.30% | Add +12.8% | 1,530,507 | $150.3M |
| Mariner, LLC | 0.10% | Add +0.3% | 962,375 | $94.5M |
| HighTower Advisors, LLC | 0.08% | Add +6.2% | 854,674 | $83.9M |
| Creative Planning | 0.04% | Add +2.4% | 721,215 | $70.8M |
| Cetera Investment Advisers | 0.06% | Add +6.1% | 675,900 | $66.4M |
| Summit Financial Wealth Advisors, LLC | 8.42% | Add +5.1% | 670,311 | $65.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +9.5% | 653,380 | $64.2M |
| Equitable Holdings, Inc. | 0.36% | Add +3.7% | 622,475 | $61.1M |
| Foster & Motley Inc. | 2.77% | New | 613,923 | $60.3M |
| Osaic Holdings, Inc. | 0.07% | Add +16.6% | 568,850 | $55.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -14.0% | 478,114 | $47.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 477,136 | $46.9M |
| Hilton Capital Management, LLC | 3.14% | New | 467,617 | $45.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +27.0% | 458,817 | $45.1M |
| Truist Financial Corp. | 0.05% | Add +67.7% | 428,595 | $42.1M |
| Barry Investment Advisors, LLC | 8.74% | Add +3.2% | 425,601 | $41.8M |
| Capital Advantage, Inc. | 4.98% | Add +0.3% | 415,485 | $40.8M |
| Focus Partners Wealth | 0.04% | Reduce -0.8% | 377,479 | $37.1M |
| LS Investment Advisors, LLC | 4.93% | Reduce -12.1% | 370,210 | $36.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +23.1% | 368,566 | $36.2M |
| Sei Investments Co. | 0.03% | Add +3.3% | 352,577 | $34.6M |
| MML Investors Services, LLC | 0.07% | Add +46.9% | 345,385 | $33.9M |
| Burns J W & Co. Inc. | 3.43% | Add +0.2% | 334,655 | $32.9M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +29.2% | 328,775 | $32.3M |
| Hamilton Wealth, LLC | 5.68% | Reduce -1.9% | 315,871 | $31.0M |
| Assetmark, Inc. | 0.05% | Reduce -21.5% | 312,298 | $30.7M |
| First Hawaiian Bank | 3.79% | Reduce -2.4% | 304,625 | $29.9M |
| NorthRock Partners, LLC | 0.43% | Reduce -7.3% | 299,797 | $29.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.2% | 296,816 | $29.1M |
| Stifel Financial Corp. | 0.02% | Add +12.4% | 290,148 | $28.5M |
| Baird Financial Group, Inc. | 0.04% | Add +1.8% | 288,795 | $28.4M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +16.4% | 286,697 | $28.2M |
| Bank of Hawaii | 1.38% | Add +2.5% | 284,828 | $28.0M |
| SWAN Capital LLC | 9.53% | Add +0.3% | 283,514 | $27.8M |
| Strategic Point Investment Advisors, LLC | 3.25% | Add +1.2% | 253,656 | $24.9M |
| New England Private Wealth Advisors LLC | 2.37% | Add +10.4% | 241,179 | $24.5M |
| Main Line Retirement Advisors, LLC | 11.12% | Reduce -1.8% | 247,065 | $24.3M |
| AAF Wealth Management, LLC | 8.74% | Reduce -0.1% | 241,414 | $23.7M |
| Joel Isaacson & Co., LLC | 0.66% | Add +23.2% | 233,051 | $22.9M |
| Corient Private Wealth LP | 0.03% | Add +238.9% | 227,366 | $22.3M |
| Citigroup Inc. | 0.01% | Add +10.5% | 222,710 | $21.9M |
| Kwmg, LLC | 1.57% | Add +3.2% | 221,556 | $21.8M |
| Pathstone Holdings, LLC | 0.06% | Add +3.4% | 214,812 | $21.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +16.6% | 213,770 | $21.0M |
| Ackerman Capital Advisors, LLC | 4.16% | Reduce -15.7% | 209,764 | $20.6M |
| American Investment Services, Inc. | 4.29% | Reduce -4.8% | 206,897 | $20.3M |
| Waverly Advisors, LLC | 0.11% | Add +9.0% | 200,019 | $19.6M |
| Capital Investment Advisors, LLC | 0.25% | Add +0.1% | 192,187 | $18.9M |
| Signature Estate & Investment Advisors LLC | 0.33% | Reduce -22.5% | 189,310 | $18.6M |
| Vanguard National Trust Co | 1.01% | Add +41.8% | 188,025 | $18.5M |
| Tull Financial Group, Inc. | 7.12% | Add +3.5% | 185,302 | $18.2M |
| Natixis Advisors, LLC | 0.02% | Add +37.1% | 180,311 | $17.7M |
| Clarity Wealth Advisors, LLC | 3.09% | Add +10.0% | 178,258 | $17.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.6% | 177,024 | $17.4M |
| Arkos Global Advisors | 2.04% | Add +2.0% | 175,499 | $17.2M |
| Kingsview Wealth Management, LLC | 0.21% | Add +126.5% | 172,421 | $16.9M |
| Capital Advisors Wealth Management, LLC | 1.94% | Add +2.3% | 168,070 | $16.5M |
| Meeder Advisory Services, Inc. | 0.60% | Reduce -6.5% | 167,842 | $16.5M |
| Pinnacle Financial Group, LLC / IL | 3.96% | Add +3.6% | 165,256 | $16.2M |
| Gotham Asset Management | 0.04% | Add +1.0% | 163,055 | $16.0M |
| Cerity Partners LLC | 0.02% | Add +5.7% | 161,663 | $15.9M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -6.9% | 160,656 | $15.8M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +21.0% | 160,564 | $15.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +48.5% | 160,130 | $15.7M |
| Moran Wealth Management, LLC | 0.43% | Add +19.2% | 158,397 | $15.6M |
| Human Investing LLC | 2.01% | Reduce -0.7% | 157,495 | $15.5M |
| Tocqueville Asset Management L.P. | 0.20% | Add +1.5% | 153,037 | $15.0M |
| Courier Capital LLC | 0.75% | Add +15.8% | 152,168 | $14.9M |
| West Bancorporation Inc. | 6.20% | Add +10.8% | 147,657 | $14.5M |
| Regal Investment Advisors LLC | 0.75% | Reduce -3.5% | 146,556 | $14.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 145,328 | $14.3M |
| Prentice Wealth Management LLC | 2.92% | Add +3.3% | 144,123 | $14.2M |
| Regimen Wealth, LLC | 3.80% | Add +2.6% | 143,731 | $14.1M |
| Financial Perspectives, Inc | 3.43% | Add +4.3% | 143,597 | $14.1M |
| Buska Wealth Management, LLC | 5.05% | Add +25.4% | 142,542 | $14.0M |
| Wedmont Private Capital | 0.38% | Add +0.5% | 138,786 | $14.0M |
| Procyon Advisors, LLC | 0.60% | Reduce -4.3% | 141,832 | $13.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +2.3% | 141,191 | $13.9M |
| Cedar Mountain Advisors, LLC | 2.38% | Add +1.6% | 140,798 | $13.8M |
| Family Investment Center, Inc. | 2.28% | Reduce -1.3% | 139,946 | $13.7M |
| Kraft, Davis & Associates, LLC | 2.85% | Add +0.8% | 137,555 | $13.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +82.6% | 138,316 | $13.6M |
| NewEdge Advisors, LLC | 0.04% | Add +4.5% | 137,666 | $13.5M |
| Unison Advisors LLC | 0.94% | Add +0.1% | 136,603 | $13.4M |
| Markowski Investments | 2.95% | — | 136,539 | $13.4M |
| Stephens Inc. | 0.14% | Add +2.8% | 131,662 | $12.9M |
| Equitable Trust Co. | 0.54% | Reduce -1.1% | 131,252 | $12.9M |
| Sweeney & Michel, LLC | 3.37% | Add +16.7% | 122,274 | $12.8M |
| RTD Financial Advisors, Inc. | 1.39% | Reduce -4.9% | 129,933 | $12.8M |
| Mgo One Seven LLC | 0.20% | Add +9.7% | 125,854 | $12.4M |
| Principal Securities, Inc. | 0.15% | Add +3.9% | 125,110 | $12.3M |
| Strategic Wealth Investment Group, LLC | 1.47% | Reduce -4.1% | 123,648 | $12.1M |
| Wealthfront Advisers LLC | 0.02% | Add +7.9% | 123,211 | $12.1M |
| Croban | 5.20% | Add +0.9% | 120,219 | $11.8M |
| Drucker Wealth 3.0, LLC | 1.85% | Add +1.8% | 119,199 | $11.7M |
| Fiduciary Financial Advisors | 1.17% | New | 117,219 | $11.5M |
| Eagle Strategies LLC | 1.13% | Add +2.2% | 115,297 | $11.3M |
| Atria Investments, Inc | 0.11% | Reduce -0.9% | 115,062 | $11.3M |
| Rebalance, LLC | 0.58% | Add +8.1% | 113,432 | $11.1M |
| Troutman Wealth Management, LLC | 8.52% | Add +1.4% | 112,800 | $11.1M |
| Mission Wealth Management, LP | 0.14% | Add +2598.9% | 112,087 | $11.0M |
| Fiduciary Trust Co | 0.12% | Add +1.8% | 111,094 | $10.9M |
| CRA Financial Services, LLC | 1.25% | Add +6.1% | 110,436 | $10.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.8% | 110,079 | $10.8M |
| Farther Finance Advisors, LLC | 0.08% | Add +24.7% | 106,103 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +5.4% | 105,505 | $10.4M |
| Marathon Capital Management | 2.09% | Add +0.4% | 104,752 | $10.3M |
| Mountain Capital Investment Advisors Inc. | 1.46% | Reduce -2.1% | 104,627 | $10.3M |
| Quaker Wealth Management, LLC | 2.94% | Add +0.4% | 102,932 | $10.1M |
| MAI Capital Management | 0.04% | Add +18.9% | 100,298 | $9.8M |
| HUB Investment Partners, LLC | 0.18% | Add +11.9% | 98,988 | $9.7M |
| Mechanics Bank Trust Department | 1.17% | Add +38.1% | 96,267 | $9.5M |
| Independent Financial Group, LLC | 0.18% | Reduce -15.7% | 96,011 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +28.9% | 95,139 | $9.3M |
| BCS Wealth Management | 1.67% | Add +4.2% | 94,636 | $9.3M |
| Precedent Wealth Partners, LLC | 1.53% | Add +4.6% | 93,732 | $9.2M |
| Angeles Investment Advisors, LLC | 0.55% | New | 93,500 | $9.2M |
| Lebenthal Global Advisors, LLC | 1.24% | Add +3.4% | 93,497 | $9.2M |
| Cherry Tree Wealth Management, LLC | 1.71% | Add +5.5% | 92,795 | $9.1M |
| ADG Wealth Management Group, LLC | 5.78% | Reduce -0.7% | 92,768 | $9.1M |
| Ariston Services Group | 4.90% | Add +0.0% | 90,421 | $8.9M |
| Guardian Financial Partners, LLC | 3.37% | Add +3.2% | 88,106 | $8.7M |
| &partners | 0.04% | Add +12.6% | 87,986 | $8.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -6.7% | 87,040 | $8.5M |
| Legacy Advisors, LLC | 0.80% | No change | 86,778 | $8.5M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 85,843 | $8.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +31.1% | 85,432 | $8.4M |
| Employees' Retirement Fund of the City of Fort Worth | 2.98% | Reduce -15.0% | 85,000 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.2% | 81,797 | $8.0M |
| Lumbard & Kellner, LLC | 2.41% | Add +1.1% | 81,096 | $8.0M |
| Cornerstone Advisory, LLC | 0.66% | Add +39.5% | 80,745 | $7.9M |
| Turning Point Benefit Group, Inc. | 3.37% | Add +145.3% | 80,039 | $7.8M |
| Fiduciary Advisors, Inc. | 5.18% | Add +4.1% | 78,424 | $7.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.46% | Add +0.6% | 78,095 | $7.7M |
| Beta Wealth Group, Inc. | 2.87% | Reduce -2.3% | 78,018 | $7.7M |
| McKinley Carter Wealth Services, Inc. | 0.39% | Add +3.6% | 77,821 | $7.6M |
| Walkner Condon Financial Advisors LLC | 0.87% | Reduce -1.3% | 77,071 | $7.6M |
| Essex Financial Services, Inc. | 0.38% | Add +2.5% | 76,915 | $7.6M |
| AssuredPartners Investment Advisors, LLC | 0.71% | Add +3.5% | 74,271 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +3.4% | 73,823 | $7.2M |
| Mayfair Advisory Group, LLC | 2.17% | Reduce -0.1% | 70,903 | $7.2M |
| First Citizens Bank & Trust Co. | 0.11% | Reduce -1.2% | 72,395 | $7.1M |
| First PREMIER Bank | 1.13% | Reduce -7.5% | 71,145 | $7.0M |
| Oppenheimer & Co. Inc. | 0.07% | Add +1.2% | 71,045 | $7.0M |
| Heartwood Wealth Advisors LLC | 0.54% | Add +4.0% | 71,040 | $7.0M |
| Apeiron RIA LLC | 1.76% | Add +0.0% | 69,925 | $6.9M |
| Axis Wealth Partners, LLC | 3.25% | Reduce -3.1% | 68,886 | $6.8M |
| Raab & Moskowitz Asset Management LLC | 1.36% | Add +3.1% | 68,682 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +4.0% | 68,231 | $6.7M |
| Venture Visionary Partners LLC | 0.18% | Reduce -1.0% | 66,782 | $6.6M |
| Blair William & Co. | 0.02% | Add +4.4% | 65,133 | $6.4M |
| Quantum Capital Management, LLC / NJ | 0.77% | Reduce -1.4% | 62,638 | $6.2M |
| WNY Asset Management, LLC | 0.55% | Reduce -16.0% | 62,540 | $6.1M |
| Fiduciary Group, LLC | 0.47% | Add +2.8% | 61,475 | $6.0M |
| Ieq Capital, LLC | 0.03% | Add +425.2% | 60,585 | $5.9M |
| Investment Advisory Group, LLC | 1.29% | Add +1.8% | 60,410 | $5.9M |
| High Net Worth Advisory Group LLC | 1.22% | Add +5.7% | 58,314 | $5.7M |
| Smartleaf Asset Management LLC | 0.18% | No change | 57,898 | $5.7M |
| JFS Wealth Advisors, LLC | 0.28% | Add +5.2% | 57,125 | $5.6M |
| CSM Advisors, LLC | 0.12% | Reduce -11.4% | 56,736 | $5.6M |
| Fortis Group Advisors, LLC | 0.88% | Add +2271.9% | 56,001 | $5.5M |
| Manning & Napier Advisors LLC | 0.07% | Reduce -1.2% | 54,270 | $5.3M |
| Note Advisors, LLC | 2.31% | Add +3.6% | 54,128 | $5.3M |
| John A. Wolfe & Associates, Inc. | 7.30% | Reduce -1.8% | 53,958 | $5.3M |
| Gross & Hartman Investments LLC | 2.33% | Add +1.1% | 53,822 | $5.3M |
| Cary Street Partners Financial LLC | 0.12% | Reduce -25.8% | 53,571 | $5.3M |
| Mission Hills Financial Advisory, LLC | 2.27% | Add +1.0% | 52,630 | $5.2M |
| Gradient Investments LLC | 0.07% | New | 52,124 | $5.1M |
| Toronto Dominion Bank | 0.01% | No change | 51,877 | $5.1M |
| Zhang Financial LLC | 0.14% | Reduce -7.7% | 50,223 | $4.9M |
| Duncan Williams Asset Management, LLC | 1.11% | Add +21.2% | 50,039 | $4.9M |
| Investors Research Corp | 0.88% | Add +7.8% | 49,931 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +19.9% | 49,782 | $4.9M |
| Strategic Blueprint, LLC | 0.23% | Add +1.9% | 47,678 | $4.7M |
| First National Bank of Omaha | 0.13% | Add +1.3% | 47,650 | $4.7M |
| Valmark Advisers, Inc. | 0.05% | Add +5.4% | 47,599 | $4.7M |
| Linscomb Wealth, Inc. | 0.20% | Reduce -25.8% | 46,553 | $4.6M |
| Cowa, LLC | 1.23% | Add +2.1% | 46,248 | $4.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +26.7% | 45,974 | $4.5M |
| Howe & Rusling Inc. | 0.26% | Add +11.6% | 45,420 | $4.5M |
| 5T Wealth, LLC | 1.66% | Reduce -5.0% | 45,285 | $4.4M |
| Northwest & Ethical Investments L.P. | 0.10% | New | 45,030 | $4.4M |
| 180 Wealth Advisors, LLC | 0.44% | Reduce -2.5% | 44,915 | $4.4M |
| FMR LLC | 0.00% | Add +17.1% | 44,706 | $4.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.44% | Reduce -0.8% | 43,938 | $4.3M |
| Angeles Wealth Management, LLC | 0.20% | No change | 44,000 | $4.3M |
| Proficio Capital Partners LLC | 0.15% | Add +59.5% | 43,385 | $4.3M |
| Safe Harbor Family Capital, LLC | 2.84% | Add +0.6% | 43,266 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.8% | 41,925 | $4.2M |
| Certified Advisory Corp | 0.33% | Reduce -4.7% | 41,422 | $4.1M |
| GTS Securities LLC | 0.09% | Add +186.3% | 41,261 | $4.1M |
| Aspire Capital Advisors LLC | 0.79% | Reduce -44.5% | 41,140 | $4.0M |
| Arkadios Wealth Advisors | 0.06% | Add +2.9% | 41,046 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.3% | 40,284 | $4.0M |
| Ally Invest Advisors Inc. | 0.24% | Add +4.8% | 39,786 | $3.9M |
| Kastel Capital Advisors, LLC | 2.45% | New | 41,178 | $3.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +8.3% | 39,481 | $3.9M |
| Montecito Bank & Trust | 0.58% | Add +0.3% | 39,256 | $3.9M |
| TD Private Client Wealth LLC | 0.07% | Add +9.0% | 39,192 | $3.8M |
| Decker Retirement Planning Inc. | 1.30% | Add +19.1% | 39,017 | $3.8M |
| Harbour Investments, Inc. | 0.05% | Add +7.4% | 38,601 | $3.8M |
| OMC Financial Services LTD | 1.24% | Add +0.4% | 37,957 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 37,830 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 37,169 | $3.6M |
| Stokes Family Office, LLC | 0.42% | Reduce -4.1% | 36,730 | $3.6M |
| SJS Investment Consulting Inc. | 0.39% | No change | 36,649 | $3.6M |
| 10Elms LLP | 1.57% | Add +30.7% | 35,294 | $3.5M |
| Navis Wealth Advisors, LLC | 1.32% | No change | 35,442 | $3.5M |
| Evolve Private Wealth, LLC | 0.21% | Add +4.7% | 35,255 | $3.5M |
| Commerce Bank | 0.02% | New | 35,073 | $3.4M |
| Breakwater Investment Management | 1.17% | Reduce -1.3% | 35,041 | $3.4M |
| Copia Wealth Management | 2.06% | Add +16.4% | 34,993 | $3.4M |
| Global Retirement Partners, LLC | 0.05% | — | 34,952 | $3.4M |
| KFG Wealth Management, LLC | 0.38% | Add +14.1% | 34,572 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -7.6% | 33,834 | $3.3M |
| Richard W. Paul & Associates, LLC | 1.01% | Reduce -8.3% | 33,727 | $3.3M |
| Sapient Capital LLC | 0.04% | Add +1.5% | 33,335 | $3.3M |
| CoreFirst Bank & Trust | 1.63% | Add +0.3% | 33,310 | $3.3M |
| Dickmeyer Boyce Financial Management, Inc. | 1.69% | Add +18.5% | 33,217 | $3.3M |
| My Personal CFO, LLC | 1.27% | Add +229.2% | 33,194 | $3.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +27.2% | 33,026 | $3.2M |
| Compass Financial Management LLC | 0.39% | — | 32,104 | $3.2M |
| Element Wealth, LLC | 1.21% | Reduce -1.4% | 32,797 | $3.2M |
| Marino, Stram & Associates LLC | 0.51% | Add +3.3% | 32,744 | $3.2M |
| Roble, Belko & Company, Inc | 0.34% | Add +2.3% | 32,455 | $3.2M |
| Evanson Financial, LLC | 0.15% | — | 31,935 | $3.1M |
| Selby Wealth Management, LLC | 1.11% | Add +54.5% | 31,893 | $3.1M |
| Motco | 0.26% | Add +0.7% | 30,985 | $3.0M |
| Pathway Financial Advisers, LLC | 0.76% | Add +8.5% | 30,670 | $3.0M |
| Access Investment Management LLC | 0.76% | Add +45.4% | 30,237 | $3.0M |
| Modern Wealth Management, LLC | 0.04% | Add +289.0% | 30,154 | $3.0M |
| Cambridge Financial Group, LLC | 0.92% | Add +0.1% | 29,688 | $2.9M |
| Summit Financial, LLC | 0.03% | Add +1.3% | 29,650 | $2.9M |
| Asset One Wealth Management LLC | 0.30% | Reduce -1.8% | 28,494 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | Add +2.2% | 29,333 | $2.9M |
| NWF Advisory Services Inc. | 0.27% | Reduce -1.0% | 29,200 | $2.9M |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 28,904 | $2.8M |
| BG Investment Services, LLC | 2.03% | Add +20.3% | 28,687 | $2.8M |
| Interchange Capital Partners, LLC | 0.53% | Reduce -8.3% | 28,653 | $2.8M |
| TPG Advisors LLC | 1.54% | Add +11.0% | 28,577 | $2.8M |
| Venturi Wealth Management, LLC | 0.11% | No change | 28,323 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.6% | 28,251 | $2.8M |
| HRT Financial LP | 0.01% | New | 28,038 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +9.2% | 27,849 | $2.7M |
| AMG Asset Management Group, Inc. | 1.71% | Add +3.8% | 27,778 | $2.7M |
| Benjamin Edwards Inc. | 0.02% | New | 27,757 | $2.7M |
| Absolute Capital Management, LLC | 0.68% | Add +121.3% | 27,646 | $2.7M |
| Milestone Asset Management Group, LLC | 1.35% | Add +6.3% | 27,301 | $2.7M |
| Asset Dedication, LLC | 0.17% | No change | 27,218 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +2.3% | 26,649 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Add +20.6% | 26,493 | $2.6M |
| Englebert Financial Advisers, LLC | 2.57% | Add +12.8% | 26,448 | $2.6M |
| IFP Advisors, Inc | 0.05% | Add +10.7% | 26,424 | $2.6M |
| Sara-Bay Financial | 0.69% | Add +10.3% | 26,356 | $2.6M |
| Saxony Capital Management, LLC | 1.17% | Add +6.0% | 26,051 | $2.6M |
| Entruity Wealth, LLC | 1.64% | New | 25,852 | $2.5M |
| Anchor Investment Management, LLC | 0.19% | Reduce -1.3% | 25,750 | $2.5M |
| Steel Grove Capital Advisors, LLC | 0.23% | No change | 25,040 | $2.5M |
| Scotia Capital Inc. | 0.01% | Add +3.5% | 24,435 | $2.4M |
| AQR Capital Management | 0.00% | Add +18.8% | 24,427 | $2.4M |
| Childress Capital Advisors, LLC | 0.39% | No change | 24,400 | $2.4M |
| Rothschild Wealth LLC | 0.19% | Reduce -21.1% | 24,398 | $2.4M |
| US Bancorp \de | 0.00% | Add +7.1% | 24,380 | $2.4M |
| Maseco LLP | 0.07% | Add +4.0% | 24,080 | $2.4M |
| Crews Bank & Trust | 0.31% | Reduce -21.4% | 23,956 | $2.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.58% | Reduce -0.8% | 23,941 | $2.4M |
| Vise Technologies, Inc. | 0.03% | Add +212.0% | 23,734 | $2.3M |
| BigSur Wealth Management LLC | 0.56% | Reduce -0.2% | 23,630 | $2.3M |
| Nwam LLC | 0.11% | Add +11.8% | 23,273 | $2.3M |
| MBA Advisors LLC | 0.77% | Add +0.4% | 23,024 | $2.3M |
| Allworth Financial LP | 0.01% | Add +6.2% | 22,744 | $2.2M |
| Ascent Advisors, LLC | 2.57% | New | 22,783 | $2.2M |
| Integral Investment Advisors, Inc. | 0.49% | Reduce -1.1% | 22,571 | $2.2M |
| Donaldson Capital Management, LLC | 0.06% | Add +1.1% | 22,506 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -15.3% | 22,453 | $2.2M |
| Rosenberg Matthew Hamilton | 0.41% | Add +0.8% | 22,216 | $2.2M |
| Caprock Group, LLC | 0.04% | No change | 22,205 | $2.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.8% | 22,025 | $2.2M |
| one8zero8, LLC | 0.43% | Reduce -0.9% | 21,988 | $2.2M |
| Mosaic Financial Group, LLC | 1.38% | Add +9.7% | 21,970 | $2.2M |
| Silverlake Wealth Management LLC | 0.41% | Add +1.2% | 21,885 | $2.1M |
| Ankerstar Wealth, LLC | 1.79% | Add +14.1% | 21,736 | $2.1M |
| HBW Advisory Services LLC | 0.19% | Reduce -0.8% | 21,357 | $2.1M |
| Cozad Asset Management Inc. | 0.13% | Reduce -1.3% | 21,243 | $2.1M |
| Verity Asset Management, Inc. | 0.78% | Add +3.6% | 20,976 | $2.1M |
| Ceera Investments, LLC | 0.87% | Add +104.5% | 20,915 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +17.8% | 20,865 | $2.0M |
| AdvisorNet Financial, Inc | 0.09% | Add +0.1% | 20,850 | $2.0M |
| Kuhn & Co Investment Counsel | 1.18% | Reduce -2.1% | 20,840 | $2.0M |
| Compound Planning, Inc. | 0.05% | Add +57.4% | 20,830 | $2.0M |
| Rockingstone Advisors LLC | 0.82% | Add +3.4% | 20,825 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -93.3% | 20,584 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Add +64.1% | 20,562 | $2.0M |
| Monetary Solutions, Ltd | 1.73% | Add +11.4% | 20,510 | $2.0M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | Reduce -21.2% | 20,135 | $2.0M |
| Tandem Investment Partners LLC | 1.52% | Add +12.4% | 20,134 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +1.4% | 19,781 | $1.9M |
| Integrity Alliance, Llc. | 0.06% | Add +12.6% | 19,501 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.60% | Reduce -4.3% | 19,470 | $1.9M |
| Lanark Financial, Inc. | 0.13% | Add +25.1% | 19,390 | $1.9M |
| Tempus Wealth Planning, LLC | 0.37% | Add +0.2% | 19,376 | $1.9M |
| Forest Hill Capital, LLC | 1.45% | No change | 19,200 | $1.9M |
| CGN Advisors LLC | 0.14% | Add +0.6% | 19,160 | $1.9M |
| Western Wealth Management, LLC | 0.06% | Add +5.9% | 19,125 | $1.9M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.3% | 19,042 | $1.9M |
| Private Trust Co. NA | 0.15% | Add +5.8% | 18,866 | $1.9M |
| Alps Advisors Inc. | 0.01% | No change | 18,860 | $1.9M |
| TBH Global Asset Management, LLC | 0.34% | Add +0.4% | 18,736 | $1.8M |
| Oxinas Partners, LLC | 0.72% | Add +0.9% | 18,726 | $1.8M |
| PKS Advisory Services, LLC | 0.29% | Add +0.9% | 18,668 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +9.4% | 18,662 | $1.8M |
| FLC Capital Advisors | 0.30% | No change | 18,460 | $1.8M |
| Slocum, Gordon & Co LLP | 1.20% | New | 18,415 | $1.8M |
| OneAscent Financial Services LLC | 0.09% | Add +15.8% | 18,218 | $1.8M |
| Nikulski Financial, Inc. | 0.38% | Add +6.1% | 18,105 | $1.8M |
| Advus Financial Partners, LLC | 0.40% | Reduce -31.7% | 18,019 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -15.6% | 18,602 | $1.8M |
| Root Financial Partners, LLC | 0.07% | Add +27.3% | 17,667 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -14.8% | 17,638 | $1.7M |
| Garton & Associates Financial Advisors LLC | 3.92% | Add +7.0% | 17,630 | $1.7M |
| Resolute Advisors LLC | 0.41% | Add +7.6% | 17,535 | $1.7M |
| Bravias Capital Group, LLC | 1.02% | Add +11.7% | 17,424 | $1.7M |
| Novem Group | 0.17% | Add +13.8% | 17,395 | $1.7M |
| Cascade Wealth Advisors, Inc | 0.67% | New | 15,965 | $1.7M |
| Spire Wealth Management | 0.05% | Add +1.3% | 17,040 | $1.7M |
| Ascent Group, LLC | 0.05% | Reduce -0.5% | 16,854 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Add +66.2% | 16,692 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -17.5% | 16,497 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +42.0% | 16,384 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +32.0% | 16,354 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.9% | 16,345 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.4% | 16,338 | $1.6M |
| Principle Wealth Partners LLC | 0.08% | Reduce -3.0% | 16,145 | $1.6M |
| Betterment LLC | 0.00% | Add +2.8% | 16,083 | $1.6M |
| Glen Eagle Advisors, LLC | 0.20% | Add +20.8% | 15,958 | $1.6M |
| First Citizens Asset Management, Inc. | 0.50% | Add +3.6% | 15,870 | $1.6M |
| Brighton Securities Corp. | 0.67% | Add +3.1% | 15,829 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Add +10.0% | 15,735 | $1.5M |
| Surience Private Wealth LLC | 1.36% | Reduce -80.8% | 15,705 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -56.1% | 15,702 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.8% | 15,170 | $1.5M |
| Ameritas Advisory Services, LLC | 0.03% | Add +331.4% | 15,121 | $1.5M |
| Millstone Evans Group, LLC | 0.80% | Reduce -19.4% | 15,100 | $1.5M |
| Paragon Financial Partners, Inc. | 0.80% | Add +3.4% | 14,304 | $1.5M |
| Formidable Asset Management, LLC | 0.23% | Add +25.7% | 15,616 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.2% | 14,941 | $1.5M |
| Apella Capital, LLC | 0.02% | Reduce -11.5% | 14,546 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | Add +2.3% | 14,765 | $1.4M |
| Huntington National Bank | 0.01% | No change | 14,709 | $1.4M |
| Florida Financial Advisors, LLC | 0.24% | Add +138.0% | 14,538 | $1.4M |
| PFG Advisors | 0.07% | Reduce -6.1% | 14,386 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.28% | Reduce -1.5% | 14,314 | $1.4M |
| Creekside Partners | 0.51% | Add +3.4% | 14,283 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -76.8% | 14,214 | $1.4M |
| Maryland Capital Advisors Inc. | 0.45% | — | 14,197 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Add +14.7% | 14,125 | $1.4M |
| SpringVest Wealth Management LLC | 0.86% | Add +0.1% | 13,969 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.45% | Add +0.3% | 13,790 | $1.4M |
| SCS Capital Management LLC | 0.01% | Reduce -8.3% | 13,729 | $1.3M |
| Bath Savings Trust Co | 0.14% | Add +90.4% | 13,719 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Add +7.1% | 13,650 | $1.3M |
| Harvest Investment Services, LLC | 0.21% | Reduce -0.1% | 13,582 | $1.3M |
| Wealth Advisors of Iowa, LLC | 0.36% | Add +209.9% | 13,554 | $1.3M |
| Harbor Asset Planning, Inc. | 0.99% | Add +1.2% | 13,367 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +11.4% | 13,252 | $1.3M |
| MN Wealth Advisors, LLC | 0.55% | Add +1.0% | 13,070 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Add +282.8% | 12,965 | $1.3M |
| Madison Wealth Partners, Inc | 0.16% | Add +63.1% | 12,933 | $1.3M |
| McNamara Financial Services, Inc. | 0.22% | Reduce -2.5% | 12,884 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +13.1% | 12,879 | $1.3M |
| Triad Wealth Partners, LLC | 0.07% | Add +38.6% | 12,166 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Reduce -11.1% | 12,817 | $1.3M |
| Investment Counsel Co. of Nevada | 2.35% | Add +8.0% | 12,808 | $1.3M |
| Moors & Cabot, Inc. | 0.05% | Add +1.3% | 12,797 | $1.3M |
| GSG Advisors LLC | 0.28% | Add +0.5% | 12,737 | $1.3M |
| SigFig Wealth Management, LLC | 0.03% | Add +11.3% | 12,724 | $1.3M |
| Morris Financial Concepts, Inc. | 0.38% | Reduce -1.3% | 12,654 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.16% | Add +40.3% | 12,524 | $1.2M |
| Town Capital LLC | 0.78% | New | 12,507 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Add +251.5% | 12,358 | $1.2M |
| Pinnacle Associates Ltd. | 0.01% | Add +2.7% | 12,241 | $1.2M |
| Collective Family Office LLC | 0.25% | Add +3.2% | 12,238 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -18.5% | 12,105 | $1.2M |
| National Bank of Canada | 0.00% | Add +4.2% | 12,050 | $1.2M |
| New Republic Capital, LLC | 0.27% | Reduce -9.7% | 12,027 | $1.2M |
| American National Bank of Texas | 1.07% | Reduce -2.6% | 11,975 | $1.2M |
| SouthState Bank Corp | 0.05% | Add +17.3% | 11,806 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.37% | Add +82.0% | 11,772 | $1.2M |
| Fagan Associates, Inc. | 0.14% | Add +0.5% | 11,671 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -38.0% | 11,669 | $1.1M |
| CNB Bank | 0.44% | Add +0.0% | 11,555 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.0% | 11,516 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 11,500 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +103.8% | 11,477 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Reduce -3.7% | 11,442 | $1.1M |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Reduce -0.4% | 11,392 | $1.1M |
| Align Financial, LLC | 0.55% | No change | 11,326 | $1.1M |
| Seamount Financial Group Inc. | 0.44% | Add +1.2% | 11,231 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +0.9% | 11,201 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +11.4% | 11,173 | $1.1M |
| StrongBox Wealth, LLC | 0.31% | Add +6.2% | 11,154 | $1.1M |
| Cottage Street Advisors LLC | 0.42% | Add +3.1% | 11,052 | $1.1M |
| Harpswell Capital Advisors, LLC | 0.69% | No change | 11,000 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.50% | Reduce -4.1% | 10,926 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.8% | 10,853 | $1.1M |
| Composition Wealth, LLC | 0.01% | Reduce -4.8% | 10,592 | $1.0M |
| Camden National Bank | 0.14% | Reduce -0.6% | 10,554 | $1.0M |
| Tudor Financial Inc. | 0.46% | Reduce -3.5% | 10,481 | $1.0M |
| Old Mission Investment Co LLC | 0.21% | Add +4.8% | 10,445 | $1.0M |
| Ifrah Financial Services, Inc. | 0.25% | Add +0.2% | 10,393 | $1.0M |
| Pasadena Private Wealth, LLC | 0.13% | Add +36.9% | 10,317 | $1.0M |
| Mascagni Wealth Management, Inc. | 0.63% | Reduce -0.1% | 10,301 | $1.0M |
| Apollon Financial, LLC | 0.12% | Add +21.2% | 10,288 | $1.0M |
| CVA Family Office, LLC | 0.09% | Reduce -1.9% | 10,281 | $1.0M |
| Vickerman Investment Advisors, Inc. | 0.20% | Add +0.6% | 10,235 | $1.0M |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -10.5% | 10,001 | $982K |
| STAR Financial Bank | 0.40% | Add +5.2% | 9,990 | $981K |
| Meridian Financial Advisors, LLC | 0.47% | Add +7.0% | 9,985 | $981K |
| Monarch Capital Management Inc. | 0.22% | Add +35.1% | 9,834 | $966K |
| Sage Capital Advisors,llc | 0.20% | Add +1.1% | 9,788 | $961K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +141.8% | 9,770 | $959K |
| HF Advisory Group, LLC | 0.30% | Add +14.8% | 9,751 | $958K |
| Spirepoint Private Client, LLC | 0.08% | Add +7.5% | 9,725 | $955K |
| Winebrenner Capital Management LLC | 0.57% | Add +2.3% | 9,616 | $944K |
| GC Wealth Management RIA, LLC | 0.05% | Add +23.9% | 9,397 | $923K |
| Oasis Advisors, LLC | 0.60% | New | 9,357 | $919K |
| WESPAC Advisors, LLC | 0.45% | New | 9,351 | $918K |
| Busey Bank | 0.02% | Reduce -0.4% | 9,334 | $917K |
| Thrive Capital Management, LLC | 0.17% | Reduce -0.4% | 9,190 | $902K |
| Panoramic Investment Advisors, LLC | 0.43% | No change | 9,175 | $901K |
| Fiduciary Financial Group, LLC | 0.10% | Add +5.9% | 9,174 | $901K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.4% | 9,105 | $894K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +16.7% | 9,090 | $893K |
| Xcelsior Advisor Partners LLC | 0.12% | No change | 9,003 | $884K |
| VestGen Advisors, LLC | 0.03% | Reduce -38.5% | 8,998 | $884K |
| Snowden Capital Advisors LLC | 0.02% | Add +19.4% | 8,972 | $881K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 8,967 | $881K |
| Infinity Wealth Counsel, LLC | 0.71% | Reduce -1.9% | 8,929 | $877K |
| TMB Capital Partners, LLC | 0.27% | Add +2.9% | 8,892 | $873K |
| Cibc World Market Inc. | 0.00% | Add +41.9% | 8,889 | $873K |
| Signal Advisors Wealth, LLC | 0.05% | Add +8.2% | 8,816 | $866K |
| Moneco Advisors, LLC | 0.05% | Add +21.7% | 8,795 | $864K |
| Cape Ann Savings Bank | 0.41% | Reduce -4.4% | 8,766 | $861K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Reduce -0.2% | 8,757 | $860K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 8,734 | $858K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +7.0% | 8,721 | $856K |
| Brooks, Moore & Associates, Inc. | 0.38% | Add +1.2% | 8,650 | $849K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,640 | $848K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 8,612 | $846K |
| Arq Wealth Advisors, LLC | 0.10% | Reduce -85.1% | 8,270 | $844K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.2% | 8,463 | $831K |
| HighPoint Advisor Group LLC | 0.03% | Add +6.6% | 8,374 | $822K |
| Aspen Wealth Strategies, LLC | 0.40% | Add +4.3% | 8,320 | $817K |
| Axxcess Wealth Management, LLC | 0.01% | Add +17.9% | 8,287 | $814K |
| Pacific Financial Group Inc. | 0.39% | Reduce -0.3% | 8,257 | $811K |
| Summit Wealth Group, LLC | 0.16% | Add +0.1% | 8,211 | $806K |
| Keudell/Morrison Wealth Management | 0.15% | Reduce -1.0% | 8,152 | $801K |
| Fiduciary Alliance LLC | 0.05% | Add +116.8% | 8,144 | $800K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.0% | 8,024 | $788K |
| SageView Advisory Group, LLC | 0.03% | New | 7,938 | $780K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +7.9% | 7,866 | $772K |
| Cascades Capital Asset Management, LLC | 0.29% | Add +3.8% | 7,805 | $766K |
| North Star Investment Management Corp. | 0.04% | Add +7.2% | 7,776 | $764K |
| XML Financial, LLC | 0.06% | Reduce -9.9% | 7,750 | $761K |
| Sageworth Trust Co | 0.03% | No change | 7,657 | $752K |
| Haven Private, LLC | 0.29% | New | 7,650 | $751K |
| Fonville Wealth Management LLC | 0.12% | Reduce -1.9% | 7,628 | $749K |
| Webster Bank, N. A. | 0.06% | Reduce -26.1% | 7,566 | $743K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +24.8% | 7,544 | $741K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,516 | $738K |
| Kirtland Hills Capital Management, LLC | 0.21% | Add +75.2% | 7,510 | $737K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 7,718 | $727K |
| Fortis Capital Advisors, LLC | 0.08% | Reduce -18.1% | 7,392 | $726K |
| Alchemi Wealth, LLC | 0.34% | Add +152.9% | 7,371 | $724K |
| Ancora Advisors LLC | 0.01% | Add +0.1% | 7,331 | $720K |
| Legacy Private Trust Co. | 0.04% | No change | 7,330 | $720K |
| Wilkins Miller Wealth Management, LLC | 0.39% | Reduce -5.0% | 7,308 | $718K |
| Schiavi & Co LLC | 0.19% | Add +260.0% | 16,935 | $717K |
| Clearstead Advisors, LLC | 0.01% | Add +14.6% | 7,279 | $715K |
| Meadowbrook Advisors Group, LLC | 0.38% | New | 7,275 | $714K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 7,275 | $714K |
| BIP Wealth, LLC | 0.02% | New | 7,235 | $710K |
| Savant Capital, LLC | 0.00% | Add +84.0% | 7,317 | $703K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 7,148 | $702K |
| Capital Analysts, LLC | 0.02% | Add +20.4% | 7,063 | $694K |
| Proathlete Wealth Management LLC | 0.17% | No change | 7,048 | $692K |
| Financial Insights, Inc. | 0.19% | No change | 7,008 | $688K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.4% | 6,905 | $678K |
| Arwa LLC | 0.28% | Reduce -18.9% | 6,708 | $678K |
| Laurel Oak Wealth Management, LLC | 0.10% | Reduce -15.6% | 6,873 | $675K |
| Steinberganna Wealth Management | 0.27% | New | 6,859 | $674K |
| Essex Bank | 0.15% | Add +16.1% | 6,854 | $673K |
| Disciplined Investors, L.L.C. | 0.33% | Add +0.3% | 6,796 | $667K |
| Tred Avon Family Wealth, LLC | 0.20% | Add +0.7% | 6,706 | $659K |
| Factor Wealth Management LTD | 0.10% | Reduce -12.6% | 6,695 | $657K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +1.1% | 6,665 | $655K |
| Wealth Dimensions Group, Ltd. | 0.12% | Reduce -2.7% | 6,647 | $653K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,628 | $651K |
| Berkeley Capital Partners, LLC | 0.13% | Reduce -8.3% | 6,569 | $645K |
| Cura Wealth Advisors, LLC | 0.27% | No change | 6,450 | $633K |
| DMKC Advisory Services, LLC | 0.12% | No change | 6,397 | $628K |
| Hyundai Investments Co., Ltd. | 0.68% | Add +57.0% | 6,380 | $627K |
| Bell Bank | 0.02% | Add +12.4% | 6,376 | $626K |
| 17 Capital Partners, LLC | 0.28% | Add +4.0% | 6,374 | $626K |
| Friday Financial | 0.16% | Add +0.9% | 6,156 | $615K |
| AlphaCore Capital LLC | 0.01% | Add +9.2% | 6,203 | $609K |
| Beacon Financial Advisory LLC | 0.12% | Add +4.7% | 6,172 | $606K |
| Visionary Wealth Advisors | 0.02% | Add +5.3% | 6,138 | $603K |
| Revisor Wealth Management LLC | 0.14% | New | 6,068 | $596K |
| Bank of New York Mellon Corp | 0.00% | Add +39.3% | 6,042 | $593K |
| Luminvest Wealth Management LLC | 0.13% | No change | 5,832 | $573K |
| Transcend Capital Advisors, LLC | 0.04% | Add +12.0% | 5,821 | $572K |
| Parallel Advisors, LLC | 0.01% | Add +48.3% | 5,798 | $569K |
| MCF Advisors LLC | 0.02% | Add +0.2% | 5,756 | $565K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +20.5% | 5,740 | $564K |
| Advyzon Investment Management, LLC | 0.04% | Add +11.5% | 5,714 | $561K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | Add +32.6% | 5,700 | $560K |
| Endeavor Private Wealth, Inc. | 0.14% | Add +11.6% | 5,690 | $559K |
| Patten Group, Inc. | 0.09% | Reduce -4.3% | 5,663 | $556K |
| Westbourne Investments, Inc. | 0.23% | Reduce -1.9% | 5,635 | $553K |
| Pegasus Asset Management, Inc. | 0.16% | No change | 5,612 | $551K |
| Heritage Wealth Management, Inc. | 0.14% | New | 5,600 | $550K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,349 | $547K |
| Diversify Wealth Management, LLC | 0.01% | New | 5,349 | $547K |
| City State Bank | 0.12% | Add +30.6% | 5,500 | $540K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,497 | $540K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -0.4% | 5,470 | $537K |
| First Horizon Corp. | 0.02% | Add +8.0% | 5,419 | $532K |
| StoneX Group Inc. | 0.02% | Add +10.2% | 5,412 | $531K |
| Indivisible Partners | 0.03% | Add +64.8% | 5,405 | $531K |
| Signaturefd, LLC | 0.01% | Add +364.1% | 5,397 | $530K |
| Consultiva Wealth Management, Corp. | 1.19% | Add +585.8% | 5,397 | $530K |
| Wellington-Altus USA Inc. | 0.37% | Reduce -1.9% | 5,570 | $525K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.0% | 5,312 | $522K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -1.9% | 5,294 | $520K |
| Parsons Capital Management Inc. | 0.02% | Add +1.0% | 5,267 | $517K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +2.1% | 5,264 | $517K |
| Accurate Wealth Management, LLC | 0.05% | New | 5,137 | $517K |
| Arlington Trust Co LLC | 0.04% | Reduce -52.9% | 5,261 | $517K |
| HB Wealth Management, LLC | 0.00% | Add +17.9% | 5,224 | $513K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.8% | 5,206 | $511K |
| Level Four Advisory Services, LLC | 0.01% | Add +17.4% | 5,169 | $508K |
| RDA Financial Network | 0.11% | Add +1.2% | 5,151 | $506K |
| Integris Wealth Management, LLC | 0.10% | Reduce -4.7% | 5,145 | $505K |
| International Assets Investment Management, LLC | 0.03% | Add +3.0% | 5,120 | $501K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.0% | 5,099 | $501K |
| Balboa Wealth Partners | 0.07% | Add +0.1% | 5,083 | $499K |
| Dover Advisors, LLC | 0.20% | Add +4.8% | 5,542 | $499K |
| Plan Group Financial, LLC | 0.10% | Reduce -79.0% | 5,002 | $491K |
| Mattern Wealth Management LLC | 0.08% | No change | 5,000 | $491K |
| Level Wealth Management LLC | 0.20% | Add +1.1% | 4,999 | $491K |
| Ipsen Advisor Group LLC | 0.31% | Reduce -0.4% | 4,890 | $480K |
| Opal Wealth Advisors, LLC | 0.10% | Add +2.3% | 4,841 | $475K |
| Atticus Wealth Management, LLC | 0.11% | Add +1.1% | 4,834 | $475K |
| Collaborative Wealth Managment Inc. | 0.20% | Add +0.2% | 4,812 | $473K |
| Newport Capital Group, LLC | 0.27% | No change | 4,807 | $472K |
| Ami Investment Management Inc. | 0.10% | Add +89.3% | 4,695 | $461K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -50.8% | 4,683 | $460K |
| Aldebaran Financial Inc. | 0.37% | No change | 4,600 | $452K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.7% | 4,596 | $451K |
| Northern Trust Corp. | 0.00% | Add +7.8% | 4,530 | $445K |
| Prosperitas Financial LLC | 0.14% | Add +0.9% | 4,471 | $439K |
| McCarter Private Wealth Services LLC | 0.15% | Reduce -15.4% | 4,464 | $438K |
| Vanguard Advisers Inc. | 0.00% | Add +19.4% | 4,451 | $437K |
| Independence Asset Advisors, LLC | 0.11% | Reduce -9.6% | 4,444 | $436K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.15% | Add +22.2% | 4,400 | $432K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.3% | 4,312 | $423K |
| COFG Advisors, LLC | 0.07% | Reduce -1.7% | 4,299 | $422K |
| Bell Investment Advisors, Inc | 0.06% | Add +1.2% | 4,262 | $418K |
| C M Bidwell & Associates Ltd. | 0.17% | No change | 4,204 | $413K |
| Simplicity Wealth,LLC | 0.01% | Reduce -49.3% | 4,201 | $413K |
| PFG Investments, LLC | 0.02% | New | 4,190 | $411K |
| Castle Wealth Management LLC | 0.12% | No change | 4,161 | $409K |
| 3Chopt Investment Partners, LLC | 0.08% | Add +0.3% | 4,155 | $408K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 4,110 | $404K |
| Gryphon Financial Partners LLC | 0.04% | No change | 4,080 | $401K |
| Northcape Wealth Management, LLC | 0.10% | Reduce -26.9% | 4,070 | $400K |
| Quartz Partners, LLC | 0.13% | Add +5.5% | 4,055 | $398K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +33.0% | 4,033 | $396K |
| Van Den Berg Management I, Inc. | 0.08% | Add +1.4% | 4,015 | $394K |
| FOCUS Wealth Advisors, LLC | 0.18% | No change | 4,009 | $394K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +14.3% | 4,000 | $393K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,000 | $393K |
| Leavell Investment Management, Inc. | 0.01% | Add +4.0% | 3,991 | $392K |
| Catalyst Financial Partners LLC | 0.04% | New | 3,965 | $389K |
| Cornerstone Financial Management LLC | 0.31% | Reduce -0.8% | 3,962 | $389K |
| NewEdge Wealth, LLC | 0.00% | Add +6.4% | 3,944 | $387K |
| Alexander Labrunerie & Co., Inc. | 0.14% | Reduce -7.2% | 3,934 | $386K |
| Fifth Third Securities, Inc. | 0.02% | Add +30.6% | 3,925 | $385K |
| Perennial Advisors, LLC | 0.06% | New | 3,879 | $381K |
| Waterway Wealth Management, LLC | 0.08% | No change | 3,850 | $378K |
| Forefront Wealth Partners, LLC | 0.12% | New | 3,830 | $376K |
| Steelhead Wealth Management LLC | 0.15% | Reduce -92.7% | 3,837 | $376K |
| Estate Counselors, LLC | 0.03% | Add +76.8% | 3,793 | $372K |
| Thompson Davis & Co., Inc. | 0.22% | No change | 3,750 | $368K |
| Wealth Alliance, LLC | 0.03% | Add +45.2% | 3,734 | $367K |
| Baron Wealth Management LLC | 0.10% | Add +1.3% | 3,734 | $367K |
| Wealth Management Associates, Inc. | 0.10% | Add +0.1% | 3,657 | $359K |
| Causey Wealth LLC | 0.14% | Add +1.0% | 3,655 | $359K |
| Allegheny Financial Group | 0.04% | Add +18.1% | 3,636 | $357K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -5.3% | 3,605 | $354K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.5% | 3,603 | $354K |
| Mainsail Asset Management, LLC | 0.14% | Add +1.1% | 3,494 | $352K |
| Oakmont Advisory Group, LLC | 0.29% | Add +21.7% | 3,537 | $347K |
| Legacy Trust | 0.06% | No change | 3,500 | $344K |
| Outbound Financial Inc | 0.22% | No change | 3,480 | $342K |
| Platform Technology Partners | 0.06% | No change | 3,467 | $340K |
| IRON Financial LLC | 0.14% | Reduce -0.8% | 3,455 | $339K |
| SWS Partners | 0.07% | Add +0.2% | 3,435 | $337K |
| OakTrust Wealth Advisors, LLC | 0.29% | Add +1.3% | 3,415 | $335K |
| Rainier Family Wealth Inc. | 0.19% | No change | 3,400 | $334K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,395 | $333K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.9% | 3,363 | $330K |
| Avestar Capital, LLC | 0.02% | No change | 3,349 | $329K |
| Intentional Wealth Strategies, LLC | 0.31% | No change | 3,333 | $327K |
| Lewis Asset Management, LLC | 0.11% | No change | 3,325 | $327K |
| Accredited Investors Inc. | 0.01% | No change | 3,324 | $326K |
| M Wealth Management, LLC | 0.25% | No change | 3,290 | $323K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,290 | $323K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -10.2% | 3,276 | $322K |
| Nautilus Advisors LLC | 0.19% | New | 3,179 | $320K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $314K |
| Curi Capital, LLC | 0.00% | Reduce -6.8% | 3,165 | $311K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,162 | $311K |
| Dock Street Asset Management Inc. | 0.03% | New | 3,149 | $309K |
| Porter White Investment Advisors, Inc. | 0.12% | Add +1.3% | 3,138 | $308K |
| Facet Wealth, Inc. | 0.00% | Reduce -20.8% | 3,129 | $307K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +4.5% | 3,121 | $306K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.1% | 3,095 | $304K |
| Rollins Financial Advisors, LLC | 0.04% | New | 3,092 | $304K |
| Winthrop Advisory Group LLC | 0.02% | No change | 3,079 | $302K |
| Wise Wealth Partners | 0.51% | Reduce -91.8% | 3,050 | $300K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $295K |
| Gutierrez Wealth Advisory, LLC | 0.17% | Add +1.3% | 2,984 | $293K |
| FWG Holdings, LLC | 0.10% | New | 2,873 | $292K |
| SMART Wealth LLC | 0.06% | Reduce -8.6% | 2,963 | $291K |
| GK Wealth Management LLC | 0.18% | New | 2,958 | $290K |
| Tompkins Financial Corp. | 0.02% | No change | 2,953 | $290K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +25.0% | 2,947 | $289K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,946 | $289K |
| Brady Martz Wealth Solutions, LLC | 0.04% | No change | 2,914 | $286K |
| apricus wealth, LLC | 0.14% | Add +7.6% | 2,905 | $285K |
| Nestegg Advisors, Inc. | 0.20% | Reduce -6.4% | 2,904 | $285K |
| Discipline Wealth Solutions, LLC | 0.02% | Add +21.5% | 2,887 | $283K |
| Yukon Wealth Management, Inc. | 0.08% | No change | 2,886 | $283K |
| Abacus Planning Group, Inc. | 0.04% | No change | 2,882 | $283K |
| Integrity Advisory Solutions, LLC | 0.03% | No change | 2,856 | $280K |
| GAMMA Investing LLC | 0.01% | Add +37.5% | 2,845 | $279K |
| Macco Financial Group, Inc. | 0.18% | New | 2,785 | $273K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 2,750 | $270K |
| Westshore Wealth, LLC | 0.08% | Reduce -42.2% | 2,747 | $270K |
| Breakwater Capital Group | 0.03% | No change | 2,744 | $269K |
| IFG Advisory, LLC | 0.01% | New | 2,731 | $268K |
| LiftPoint Family Wealth Advisors LLC | 0.18% | No change | 2,729 | $268K |
| Kovack Advisors, Inc. | 0.01% | Add +2.3% | 2,731 | $267K |
| Arax Advisory Partners | 0.00% | Add +81.5% | 2,715 | $267K |
| Sigma Planning Corp | 0.01% | New | 2,710 | $266K |
| Milestone Asset Management, LLC | 0.04% | New | 2,691 | $264K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 2,690 | $264K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 2,675 | $263K |
| Shepherd Street Advisors LLC | 0.23% | Reduce -2.5% | 2,574 | $261K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,647 | $260K |
| Investment Management Trust, LLC | 0.23% | Add +1.3% | 2,644 | $260K |
| JT Stratford LLC | 0.03% | Add +1.1% | 2,641 | $259K |
| Atlantic Private Wealth, LLC | 0.16% | No change | 2,632 | $258K |
| Invested Advisors | 0.22% | Reduce -41.0% | 2,583 | $254K |
| Brown Miller Wealth Management, LLC | 0.06% | No change | 2,574 | $253K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 2,558 | $251K |
| Uptick Partners, LLC | 0.04% | Add +0.8% | 2,554 | $251K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.1% | 2,554 | $251K |
| DiPaolo Financial Group, Inc. | 0.16% | Reduce -0.4% | 2,547 | $250K |
| Redwood Investment Management, LLC | 0.02% | Reduce -5.3% | 2,551 | $250K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 2,543 | $250K |
| IMA Advisory Services, Inc. | 0.02% | New | 2,527 | $248K |
| Libra Wealth LLC | 0.06% | No change | 2,525 | $248K |
| First National Bank Sioux Falls | 0.07% | No change | 2,500 | $248K |
| Two Sigma Securities, LLC | 0.02% | Reduce -81.8% | 2,516 | $247K |
| Titleist Asset Management, LLC | 0.02% | Reduce -16.3% | 2,513 | $247K |
| Game Plan Financial Advisors, LLC | 0.10% | New | 2,511 | $247K |
| Hexagon Capital Partners LLC | 0.03% | Add +0.6% | 2,510 | $246K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +0.5% | 2,505 | $246K |
| Concord Wealth Partners | 0.03% | No change | 2,500 | $246K |
| Verdence Capital Advisors LLC | 0.01% | Add +15.7% | 2,480 | $243K |
| Syverson Strege & Co | 0.05% | Add +8.9% | 2,451 | $241K |
| Fulton Bank, N.A. | 0.01% | New | 2,400 | $236K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 2,396 | $235K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.8% | 2,370 | $233K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,360 | $232K |
| Riverbend Wealth Management, LLC | 0.12% | New | 2,351 | $231K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 2,335 | $229K |
| Destination Wealth Management | 0.01% | Reduce -24.1% | 2,330 | $229K |
| Silver Grove Financial Group, Inc. | 0.12% | Add +29.1% | 2,330 | $229K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | Add +1.0% | 2,325 | $228K |
| Trilogy Capital Inc. | 0.01% | No change | 2,312 | $227K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,300 | $226K |
| Shelton Capital Management | 0.00% | Reduce -0.5% | 2,295 | $225K |
| Bill Few Associates, Inc. | 0.05% | No change | 2,282 | $224K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.1% | 2,280 | $224K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,275 | $223K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,274 | $223K |
| Signature Equity Partners, LLC | 0.10% | Add +11.8% | 2,273 | $223K |
| Summit Asset Management, LLC | 0.03% | New | 2,268 | $223K |
| Clark Asset Management, LLC | 0.02% | Reduce -5.6% | 2,266 | $223K |
| Hardin Capital Partners, LLC | 0.10% | New | 2,262 | $222K |
| Creative Capital Management Investments LLC | 0.05% | No change | 2,252 | $221K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -36.3% | 2,239 | $220K |
| Commonwealth Retirement Investments LLC | 0.06% | Reduce -11.3% | 2,205 | $217K |
| Sequent Planning LLC | 0.05% | New | 2,188 | $215K |
| United Advisor Group, LLC | 0.02% | Add +1.1% | 2,188 | $215K |
| Money Concepts Capital Corp. | 0.01% | Reduce -5.2% | 2,187 | $215K |
| Elser Financial Planning, Inc | 0.01% | New | 2,176 | $214K |
| Trek Financial, LLC | 0.01% | New | 2,172 | $213K |
| Keybank National Association | 0.00% | New | 2,165 | $213K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,165 | $213K |
| Chokshi & Queen Wealth Advisors, Inc | 0.10% | Reduce -2.5% | 2,156 | $212K |
| Eastover Investment Advisors LLC | 0.08% | No change | 2,144 | $211K |
| Advisor OS, LLC | 0.01% | Reduce -6.7% | 2,126 | $209K |
| BLVD Private Wealth, LLC | 0.16% | Reduce -2.4% | 2,125 | $209K |
| Five Pine Wealth Management | 0.12% | New | 2,111 | $207K |
| Greatmark Investment Partners, Inc. | 0.02% | New | 2,110 | $207K |
| Southland Equity Partners LLC | 0.04% | New | 2,096 | $206K |
| Bogart Wealth, LLC | 0.01% | Reduce -4.6% | 2,082 | $204K |
| Opus Financial Solutions LLC | 0.16% | New | 2,078 | $204K |
| Bouvel Investment Partners, LLC | 0.05% | New | 2,076 | $204K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 2,075 | $204K |
| ProVise Management Group, LLC | 0.01% | New | 2,056 | $202K |
| Brighton Jones LLC | 0.00% | New | 2,049 | $201K |
| Martel Wealth Advisors LLC | 0.03% | New | 2,048 | $201K |
| Stegent Equity Advisors, Inc. | 0.14% | New | 2,040 | $200K |
| Richardson Financial Services Inc. | 0.11% | No change | 1,932 | $190K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.9% | 1,926 | $189K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,773 | $174K |
| Bfsg, LLC | 0.02% | Add +3.8% | 1,768 | $174K |
| Stone House Investment Management, LLC | 0.02% | Add +2.0% | 1,655 | $163K |
| Downshift Financial, LLC | 0.07% | New | 1,641 | $161K |
| Leo H. Evart, Inc. | 0.13% | Add +65.1% | 1,626 | $160K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 1,562 | $153K |
| Colonial Trust Co / SC | 0.02% | No change | 1,494 | $147K |
| Adirondack Trust Co. | 0.04% | Reduce -1.4% | 1,427 | $140K |
| TFC Financial Management, Inc. | 0.01% | Add +1.7% | 1,351 | $133K |
| Dunhill Financial, LLC | 0.03% | Reduce -6.9% | 1,342 | $132K |
| BankPlus Trust Department | 0.03% | No change | 1,340 | $132K |
| HHM Wealth Advisors, LLC | 0.01% | Add +1.3% | 1,323 | $130K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -11.6% | 1,290 | $127K |
| Atlatl Advisers LLC | 0.03% | New | 1,276 | $125K |
| Colonial Trust Advisors | 0.01% | Reduce -10.6% | 1,263 | $124K |
| Brown Brothers Harriman & Co. | 0.00% | Add +138.5% | 1,257 | $123K |
| KERR FINANCIAL PLANNING Corp | 0.14% | Reduce -4.3% | 1,250 | $123K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 1,231 | $121K |
| Franklin Resources Inc. | 0.00% | No change | 1,231 | $121K |
| Nalls Sherbakoff Group, LLC | 0.09% | Reduce -22.2% | 1,225 | $120K |
| Larson Financial Group LLC | 0.00% | Add +86.6% | 1,183 | $116K |
| Acropolis Investment Management, LLC | 0.00% | New | 1,143 | $112K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,140 | $112K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 964 | $96K |
| Tidemark, LLC | 0.02% | No change | 953 | $94K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +154.1% | 907 | $89K |
| Kentucky Trust Co | 0.04% | Reduce -25.0% | 900 | $88K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 894 | $88K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Reduce -21.9% | 854 | $84K |
| Topsail Wealth Management, LLC | 0.01% | No change | 842 | $83K |
| Atlantic Union Bankshares Corp | 0.00% | Add +20.6% | 814 | $80K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $79K |
| Hurley Capital, LLC | 0.04% | Add +1.3% | 772 | $76K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | New | 771 | $76K |
| WPG Advisers, LLC | 0.04% | Add +3.3% | 754 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 708 | $70K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $69K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.01% | New | 650 | $66K |
| Napier Financial, LLC | 0.01% | No change | 650 | $64K |
| Rossby Financial, LCC | 0.01% | Reduce -31.4% | 646 | $63K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 642 | $63K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $61K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.8% | 616 | $60K |
| Bayban | 0.05% | No change | 608 | $60K |
| Blume Capital Management, Inc. | 0.01% | No change | 606 | $60K |
| Tsfg, LLC | 0.01% | Add +1.4% | 599 | $59K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.1% | 578 | $57K |
| Crewe Advisors LLC | 0.00% | No change | 569 | $56K |
| CENTRAL TRUST Co | 0.00% | Add +400.9% | 561 | $55K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 533 | $52K |
| Blue Trust, Inc. | 0.00% | Add +200.6% | 529 | $52K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.0% | 517 | $51K |
| CX Institutional | 0.00% | Reduce -16.4% | 524 | $51K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 492 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.6% | 491 | $48K |
| Kimelman & Baird, LLC | 0.00% | No change | 488 | $48K |
| Smithfield Trust Co | 0.00% | Reduce -59.1% | 461 | $46K |
| Westside Investment Management, Inc. | 0.01% | Add +33.7% | 456 | $45K |
| St Germain D J Co. Inc. | 0.00% | No change | 455 | $45K |
| Meramec Financial Planners, LLC | 0.02% | Add +26.8% | 416 | $43K |
| Caitlin John, LLC | 0.02% | New | 425 | $42K |
| Buck Wealth Strategies, LLC | 0.00% | New | 417 | $41K |
| Hara Capital LLC | 0.02% | No change | 400 | $39K |
| Eastern Bank | 0.00% | No change | 395 | $39K |
| Triumph Capital Management | 0.01% | No change | 382 | $38K |
| Godfrey Financial Associates, Inc. | 0.03% | Add +955.6% | 380 | $37K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.4% | 374 | $37K |
| Versant Capital Management, Inc | 0.00% | New | 365 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.4% | 364 | $36K |
| LRI Investments, LLC | 0.00% | No change | 353 | $35K |
| Archer Investment Corp | 0.01% | Add +32.5% | 351 | $34K |
| Walsh & Associates, LLC | 0.03% | New | 350 | $34K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $34K |
| Robinswood Financial LLC | 0.01% | Add +0.6% | 332 | $33K |
| EPG Wealth Management LLC | 0.01% | Add +1.3% | 322 | $32K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 317 | $31K |
| Transce3nd, LLC | 0.27% | Reduce -1.3% | 306 | $31K |
| NFSG Corp | 0.00% | Add +1.3% | 312 | $31K |
| Financial Consulate, Inc. | 0.00% | Add +1.0% | 305 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.7% | 304 | $30K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 285 | $28K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 268 | $26K |
| Elevate Wealth Advisory, Inc. | 0.01% | New | 253 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 252 | $25K |
| Strive Financial Group ,LLC | 0.01% | Reduce -11.0% | 250 | $25K |
| LGT Financial Advisors LLC | 0.12% | No change | 225 | $22K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 220 | $22K |
| Mather Group, Llc. | 0.00% | No change | 219 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 211 | $21K |
| Vima LLC | 0.02% | — | 207 | $20K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 202 | $20K |
| WHI TRUST Co LLC | 0.01% | No change | 199 | $20K |
| Hantz Financial Services, Inc. | 0.00% | No change | 186 | $18K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 179 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +1.7% | 178 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 177 | $17K |
| Founders Financial Alliance, LLC | 0.00% | New | 175 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 157 | $15K |
| Burkett Financial Services, LLC | 0.00% | Add +1.3% | 153 | $15K |
| CKW Financial Group | 0.00% | New | 156 | $15K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 135 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.6% | 128 | $13K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.8% | 124 | $12K |
| Wells Financial Advisors INC | 0.11% | Reduce -92.1% | 124 | $12K |
| Caldwell Trust Co | 0.00% | No change | 109 | $11K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 108 | $11K |
| WestEnd Advisors, LLC | 0.00% | No change | 104 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Add +71.7% | 103 | $10K |
| Union Savings Bank | 0.00% | New | 100 | $10K |
| Trust Co. of Vermont | 0.00% | — | 97 | $10K |
| Armor Investment Advisors, LLC | 0.00% | No change | 95 | $9K |
| Allianz SE | 0.00% | No change | 94 | $9K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.2% | 83 | $8K |
| Key Financial Inc | 0.00% | No change | 83 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -63.9% | 82 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.2% | 83 | $8K |
| Cornerstone Planning Group LLC | 0.00% | No change | 78 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 76 | $7K |
| Westend Capital Management, LLC | 0.00% | New | 69 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 69 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 65 | $6K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -14.3% | 60 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 49 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 50 | $5K |
| Providence Capital Advisors, LLC | 0.00% | New | 44 | $4K |
| POM Investment Strategies, LLC | 0.00% | Reduce -90.4% | 43 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 27 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +3.9% | 27 | $3K |
| SHP Wealth Management | 0.00% | Reduce -85.2% | 22 | $2K |
| Gables Capital Management Inc. | 0.00% | New | 20 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Brooklyn FI, LLC | 0.00% | New | 14 | $1K |
| Essential Investment Partners LLC | 0.00% | No change | 14 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 5 | $491 |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.5% | 3 | $295 |
| Key Capital Management, INC | 0.00% | New | 2 | $202 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $85 |
| Coston, McIsaac & Partners | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is VYMI's weight in each manager's 13F, not the share of Vanguard Int High DVD YLD Inc. the manager owns.