VANGUARD INDEX FDS

01

Gentry Private Wealth, LLC

39.14% ↑ +0.7pp

α +22.9pts

02

Resolute Advisors LLC

19.66% ↑ +2.7pp

α +53.0pts

03

Condor Capital Management

11.62% NEW

α +23.6pts

04

Sulzberger Capital Advisors, Inc.

5.16% NEW

α +15.0pts

05

Progeny 3, Inc.

3.30% held

α +11.9pts

06

Stelac Advisory Services LLC

2.83% NEW

α +13.4pts

07

Motley Fool Wealth Management, LLC

2.79% NEW

α +15.3pts

08

Mountain Hill Investment Partners Corp.

2.51% NEW

α +15.0pts

09

Terra Nova Asset Management LLC

2.38% NEW

α +11.1pts

10

NerdWallet Wealth Partners, LLC

2.16% ↑ +1.6pp

α +11.3pts

11

Walkner Condon Financial Advisors LLC

2.03% NEW

α +23.7pts

12

Shufro Rose & Co. LLC

1.71% NEW

α +32.3pts

13

Fulton Bank, N.a.

1.68% NEW

α +23.8pts

14

Long Island Wealth Management, Inc.

1.63% ↓ 18.3pp

α +21.8pts

15

Pittenger & Anderson Inc.

1.50% NEW

α +21.3pts

16

LM Advisors LLC

1.48% held

α +15.5pts

17

Kieckhefer Group LLC

1.21% held

α +13.5pts

18

Svb Wealth LLC

1.19% held

α +29.6pts

19

Banco Santander, S.A.

1.01% held

α +12.6pts

20

CV Advisors LLC

0.97% held

α +29.1pts

21

Citigroup Inc.

0.79% NEW

α +26.3pts

22

Venture Visionary Partners LLC

0.79% NEW

α +10.3pts

23

TRUE Private Wealth Advisors

0.73% NEW

α +23.4pts

24

Narus Financial Partners, LLC

0.69% held

α +11.1pts

25

GM Advisory Group, LLC

0.62% held

α +16.5pts

26

Fiduciary Alliance LLC

0.57% held

α +16.8pts

27

Triasima Portfolio Management inc.

0.57% held

α +15.7pts

28

Choate Investment Advisors

0.53% NEW

α +13.8pts

29

Interactive Financial Advisors, Inc.

0.52% NEW

α +15.2pts

30

Pacific Financial Group Inc.

0.51% held

α +14.3pts

31

RFG Advisory, LLC

0.49% NEW

α +16.2pts

32

JTC Employer Solutions Trustee Ltd

0.40% held

α +22.6pts

33

Costello Asset Management, INC

0.36% held

α +14.3pts

34

Courier Capital LLC

0.36% NEW

α +14.9pts

35

Greenwich Wealth Management LLC

0.36% held

α +12.7pts

36

MFA Wealth Services

0.29% NEW

α +16.2pts

37

Legacy Wealth Management, LLC / MS

0.28% NEW

α +14.9pts

38

Plum Street Advisors, LLC

0.25% held

α +18.0pts

39

Endeavor Private Wealth, Inc.

0.23% held

α +13.5pts

40

Principal Securities, Inc.

0.19% held

α +21.3pts

41

Focused Wealth Management, Inc

0.19% NEW

α +19.2pts

42

Barnett & Company, Inc.

0.18% NEW

α +12.6pts

43

Level Financial Advisors

0.18% ↓ 14.9pp

α +30.9pts

44

Quantum Financial Planning Services, Inc.

0.17% held

α +28.9pts

45

Linscomb Wealth, Inc.

0.15% NEW

α +32.6pts

46

Anderson Financial Strategies, LLC

0.15% NEW

α +19.8pts

47

Bradley Foster & Sargent INC

0.15% NEW

α +11.1pts

48

Hummer Financial Advisory Services Inc

0.15% NEW

α +53.0pts

49

Vista Investment Partners LLC

0.14% NEW

α +10.8pts

50

Impact Partnership Wealth, LLC

0.14% NEW

α +10.3pts

51

Truepoint, Inc.

0.12% held

α +21.4pts

52

Ted Buchan & Co

0.12% NEW

α +13.2pts

53

Johnson Financial Group, Inc.

0.08% held

α +14.7pts

54

Cacti Asset Management LLC

0.07% held

α +12.7pts

55

Wellington Management Group LLP

0.07% held

α +10.5pts

56

Scopia Capital Management LP

0.06% held

α +10.2pts

57

New Age Alpha Advisors, LLC

0.06% held

α +10.8pts

58

Independent Solutions Wealth Management, LLC

0.03% held

α +19.1pts

59

ProVise Management Group, LLC

0.03% held

α +11.2pts

60

Retirement Investment Advisors, Inc.

0.02% held

α +16.2pts

61

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.00% held

α +27.5pts

62

Premier Financial Group

0.00% held

α +25.3pts