Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q1 2025 (March 31)815holders −24
59new positions
73sold out
4famous investors
$302.84avg. 13F price*
At the end of Q1 2025, 815 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, down 24 from Q4 2024. 59 opened new positions and 73 sold out. The largest holders were Assetmark, Inc. ($2.1B), Cassaday & Co Wealth Management LLC ($1.1B) and Morgan Stanley ($705.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2025)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $69.5M |
| Exits | 73 | $162.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,868,345 shares bought and 2,205,130 shares sold, net −336,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Assetmark, Inc. | 5.90% | Add +3.5% | 7,716,979 | $2.1B |
| Cassaday & Co Wealth Management LLC | 30.62% | Reduce -1.4% | 3,525,434 | $1.1B |
| Morgan Stanley | 0.05% | Add +6.3% | 2,282,698 | $705.1M |
| Bank of America Corp. | 0.05% | Add +7.0% | 1,993,166 | $615.6M |
| Captrust Financial Advisors | 1.28% | Add +1.0% | 1,653,306 | $510.7M |
| Howard Capital Management, LLC | 12.53% | Add +0.1% | 1,614,964 | $498.8M |
| LPL Financial LLC | 0.12% | Reduce -4.4% | 1,033,098 | $319.1M |
| UBS Group AG | 0.06% | Add +8.9% | 890,103 | $274.9M |
| Wells Fargo & Company | 0.06% | Add +6.1% | 840,401 | $259.6M |
| Ameriprise Financial Inc. | 0.07% | Add +12.7% | 805,119 | $248.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.8% | 693,226 | $214.1M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.7% | 545,424 | $168.5M |
| Angeles Wealth Management, LLC | 13.72% | Add +3.0% | 534,450 | $165.1M |
| Royal Bank of Canada | 0.03% | Reduce -2.3% | 422,824 | $130.6M |
| Cerity Partners LLC | 0.27% | Add +5.9% | 417,948 | $129.1M |
| Comerica Bank | 0.51% | Add +4.7% | 392,539 | $121.2M |
| Merit Financial Group, LLC | 1.67% | Add +47.1% | 359,838 | $111.1M |
| Prime Capital Investment Advisors, LLC | 1.29% | Add +9.1% | 350,962 | $110.1M |
| Two Sigma Investments, LP | 0.21% | Add +26.4% | 299,000 | $92.4M |
| Angeles Investment Advisors, LLC | 4.80% | Reduce -65.5% | 288,640 | $89.2M |
| Petredis Investment Advisors LLC | 8.61% | Add +2.8% | 266,651 | $82.4M |
| Raymond James Financial Inc. | 0.03% | Add +9.1% | 253,906 | $78.4M |
| Portfolio Strategies, Inc. | 12.10% | Reduce -1.4% | 252,965 | $78.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -7.7% | 248,820 | $76.9M |
| Facet Wealth, Inc. | 1.98% | Reduce -19.8% | 236,887 | $76.5M |
| Rockefeller Capital Management L.P. | 0.19% | Add +7.1% | 247,133 | $76.3M |
| IFC Advisors LLC | 13.56% | Add +25.1% | 210,368 | $65.0M |
| HighTower Advisors, LLC | 0.08% | Reduce -18.9% | 202,432 | $62.5M |
| Falcon Wealth Planning | 6.90% | Add +14.3% | 200,980 | $62.1M |
| Stifel Financial Corp. | 0.07% | Add +0.8% | 198,322 | $61.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +0.5% | 184,669 | $57.0M |
| Beacon Capital Management, LLC | 7.41% | Add +22.6% | 177,724 | $54.9M |
| CX Institutional | 1.99% | Add +3.1% | 170,735 | $52.7M |
| Black Diamond Financial, LLC | 7.86% | Add +3.1% | 169,455 | $52.3M |
| Gratus Wealth Advisors, LLC | 8.56% | Reduce -2.1% | 168,851 | $52.2M |
| MML Investors Services, LLC | 0.17% | Reduce -8.1% | 167,773 | $51.8M |
| Mariner, LLC | 0.09% | Add +3.9% | 165,390 | $51.1M |
| Strategic Investment Advisors / MI | 4.87% | Add +8.8% | 148,656 | $45.9M |
| RFP Financial Group LLC | 17.84% | Add +30.0% | 143,155 | $44.2M |
| Leelyn Smith, LLC | 7.69% | Add +2.9% | 140,184 | $43.3M |
| Creative Planning | 0.04% | Reduce -0.2% | 139,970 | $43.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +32.3% | 139,025 | $42.9M |
| Cetera Investment Advisers | 0.08% | Reduce -9.8% | 135,767 | $41.9M |
| Osaic Holdings, Inc. | 0.09% | Reduce -48.6% | 129,011 | $39.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.1% | 127,126 | $39.3M |
| Bernardo Wealth Planning LLC | 8.86% | Add +0.8% | 119,900 | $37.0M |
| Leavell Investment Management, Inc. | 1.82% | Add +3.1% | 119,371 | $36.9M |
| Hengehold Capital Management LLC | 3.43% | Reduce -24.3% | 116,782 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -0.2% | 112,187 | $34.7M |
| Means Investment Co., Inc. | 3.61% | Reduce -58.0% | 110,147 | $34.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.4% | 107,285 | $33.1M |
| Penserra Capital Management LLC | 0.56% | Add +7.8% | 101,180 | $31.3M |
| FC Advisory LLC | 10.44% | Reduce -0.4% | 99,996 | $30.9M |
| One Capital Management, LLC | 1.02% | Reduce -1.8% | 97,582 | $30.1M |
| ETF Portfolio Partners, Inc. | 8.74% | Add +2.3% | 93,985 | $29.0M |
| Blue Edge Capital, LLC | 4.51% | Reduce -2.6% | 90,873 | $28.1M |
| Erickson Financial Group, LLC | 19.21% | Reduce -1.2% | 83,323 | $25.7M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -6.2% | 82,408 | $25.5M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -0.7% | 80,936 | $25.0M |
| Apriem Advisors | 2.87% | Add +97.2% | 79,216 | $24.5M |
| D.A. Davidson & Co. | 0.20% | Add +6.6% | 79,173 | $24.5M |
| BHK Investment Advisors, LLC | 10.22% | Reduce -11.6% | 78,301 | $24.2M |
| Wellington Management Group LLP | 0.00% | New | 78,277 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 76,323 | $23.6M |
| HB Wealth Management, LLC | 0.20% | Add +3.1% | 75,498 | $23.3M |
| Copperwynd Financial, LLC | 6.18% | Add +2.8% | 72,567 | $22.4M |
| Amara Financial, Llc. | 20.25% | Add +0.3% | 70,942 | $21.9M |
| Avior Wealth Management, LLC | 0.83% | Reduce -2.9% | 70,455 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +3.2% | 67,478 | $20.8M |
| BTG Pactual Asset Management US LLC | 2.70% | Add +0.7% | 67,306 | $20.8M |
| Concurrent Investment Advisors, LLC | 0.48% | Add +52.8% | 64,466 | $19.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -8.6% | 62,603 | $19.3M |
| Wealthfront Advisers LLC | 0.05% | Add +5.7% | 61,462 | $19.0M |
| Zeit Capital LLC | 13.60% | Add +3.7% | 57,233 | $17.7M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.0% | 56,617 | $17.5M |
| Prospera Financial Services Inc | 0.40% | Reduce -5.3% | 56,133 | $17.3M |
| Ieq Capital, LLC | 0.13% | Add +0.4% | 54,332 | $16.8M |
| Savant Capital, LLC | 0.14% | Reduce -2.5% | 53,307 | $16.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -26.5% | 50,530 | $15.6M |
| Sanctuary Advisors, LLC | 0.11% | Add +9.8% | 49,801 | $15.4M |
| Blackston Financial Advisory Group, LLC | 10.40% | Reduce -5.8% | 49,622 | $15.3M |
| Raab & Moskowitz Asset Management LLC | 3.76% | Reduce -6.4% | 48,308 | $14.9M |
| Mather Group, Llc. | 0.17% | Reduce -7.5% | 47,896 | $14.8M |
| ODonnell Financial Services, LLC | 5.99% | Reduce -0.1% | 46,982 | $14.5M |
| WealthShield Partners, LLC | 1.80% | Add +14.5% | 45,106 | $13.9M |
| US Bancorp \de | 0.02% | Reduce -2.4% | 44,333 | $13.7M |
| NWF Advisory Services Inc. | 1.92% | Reduce -0.0% | 44,330 | $13.7M |
| Von Berge Wealth Management Group, LLC | 8.75% | Add +3.1% | 43,939 | $13.6M |
| Wheelhouse Advisory Group LLC | 7.75% | Add +5.1% | 43,906 | $13.6M |
| TFB Advisors LLC | 3.90% | Reduce -3.7% | 43,784 | $13.5M |
| Zhang Financial LLC | 0.71% | Add +38.0% | 43,542 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -0.2% | 42,383 | $13.1M |
| Stratos Investment Management, LLC | 0.69% | Add +32.5% | 41,620 | $12.9M |
| Clarity Financial LLC | 1.45% | Add +102.1% | 40,866 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Add +3.0% | 39,885 | $12.3M |
| Creative Financial Designs Inc. | 0.95% | Add +9.3% | 38,516 | $11.9M |
| Alps Advisors Inc. | 0.07% | No change | 38,185 | $11.8M |
| Darwin Wealth Management, LLC | 3.85% | No change | 33,362 | $11.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.14% | Reduce -0.0% | 36,383 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 35,694 | $11.0M |
| Capital Planning LLC | 3.08% | Reduce -1.1% | 35,621 | $11.0M |
| Stephens Inc. | 0.16% | Reduce -0.9% | 35,556 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -5.7% | 35,222 | $10.9M |
| Focused Wealth Management, Inc | 1.48% | Reduce -2.9% | 35,147 | $10.9M |
| CW Advisors, LLC | 0.13% | New | 35,013 | $10.8M |
| Pacific Center for Financial Services | 2.87% | Reduce -3.1% | 34,980 | $10.8M |
| SOL Capital Management CO | 1.19% | Add +5.6% | 34,831 | $10.8M |
| Northeast Investment Management | 0.49% | Add +0.8% | 33,979 | $10.5M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -50.2% | 32,936 | $10.2M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -21.4% | 32,935 | $10.2M |
| Cascade Financial Partners, LLC | 1.28% | Add +7.1% | 32,769 | $10.1M |
| Philadelphia Trust Co. | 0.86% | No change | 32,500 | $10.0M |
| Clarus Wealth Advisors | 5.34% | Reduce -30.8% | 32,531 | $10.0M |
| Cedar Point Capital Partners, LLC | 6.63% | Add +1.4% | 31,995 | $9.9M |
| FMR LLC | 0.00% | Add +18.8% | 31,909 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -26.5% | 30,106 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +14.3% | 29,956 | $9.3M |
| Kingsview Wealth Management, LLC | 0.17% | Add +2.0% | 29,813 | $9.2M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 28,907 | $8.9M |
| Fingerlakes Wealth Management, Inc. | 7.56% | Add +8.0% | 28,776 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Reduce -29.9% | 28,559 | $8.8M |
| Focus Partners Wealth | 0.02% | Add +3.6% | 27,817 | $8.6M |
| Clifford Group, LLC | 7.81% | Add +5.0% | 27,067 | $8.4M |
| Cypress Wealth Services, LLC | 1.69% | Reduce -2.4% | 26,905 | $8.3M |
| Blair William & Co. | 0.02% | Reduce -8.5% | 26,770 | $8.3M |
| Quadcap Wealth Management, LLC | 1.17% | New | 26,040 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -22.8% | 25,685 | $7.9M |
| Centaurus Financial, Inc. | 0.47% | Reduce -4.7% | 25,293 | $7.8M |
| Resolute Advisors LLC | 2.24% | Add +0.1% | 25,104 | $7.8M |
| Waverly Advisors, LLC | 0.09% | Add +7.9% | 24,433 | $7.5M |
| Valicenti Advisory Services Inc. | 1.92% | Reduce -0.8% | 24,230 | $7.5M |
| Schroder Investment Management Group | 0.01% | Reduce -6.6% | 24,239 | $7.5M |
| Apollon Financial, LLC | 1.75% | Reduce -8.8% | 23,964 | $7.4M |
| Choreo, LLC | 0.11% | Reduce -6.2% | 23,535 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +13.9% | 22,527 | $7.0M |
| Royal Fund Management, LLC | 0.82% | Reduce -51.0% | 22,237 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +19.0% | 21,896 | $6.8M |
| Center For Asset Management LLC | 4.13% | Reduce -26.5% | 21,871 | $6.8M |
| McClarren Financial Advisors, Inc. | 4.31% | New | 25,655 | $6.5M |
| Accredited Investors Inc. | 0.40% | Reduce -3.4% | 20,720 | $6.4M |
| Avidian Wealth Enterprises, LLC | 0.27% | Reduce -1.0% | 19,689 | $6.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +21.4% | 19,488 | $6.0M |
| Joel Isaacson & Co., LLC | 0.27% | Add +3.8% | 19,437 | $6.0M |
| Wells Financial Advisors INC | 8.15% | Reduce -0.1% | 19,143 | $5.9M |
| Independent Financial Group, LLC | 0.20% | Add +1.4% | 18,735 | $5.8M |
| Randall & Associates Wealth Management | 4.66% | Reduce -7.9% | 18,293 | $5.7M |
| American Financial & Tax Strategies Inc. | 3.03% | Reduce -0.0% | 18,261 | $5.6M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -54.5% | 17,139 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +90.3% | 16,581 | $5.1M |
| Litman Gregory Wealth Management LLC | 0.43% | No change | 16,230 | $5.0M |
| Ethos Financial Group, LLC | 0.48% | No change | 14,584 | $5.0M |
| Silver Oak Securities, Incorporated | 0.47% | Reduce -13.1% | 16,231 | $5.0M |
| Mathes Company, Inc. | 2.00% | No change | 15,790 | $4.9M |
| Sicart Associates LLC | 1.68% | Add +52.0% | 15,730 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 15,205 | $4.7M |
| Harbour Investments, Inc. | 0.12% | Reduce -24.7% | 14,018 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +481.5% | 13,921 | $4.3M |
| Barclays PLC | 0.00% | Add +2799.2% | 13,829 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.0% | 13,662 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.5% | 13,656 | $4.2M |
| Breakwater Investment Management | 1.79% | Add +0.4% | 13,569 | $4.2M |
| Vanguard Group Inc. | 0.00% | Add +36.3% | 13,536 | $4.2M |
| Ifrah Financial Services, Inc. | 1.19% | Reduce -8.1% | 13,440 | $4.2M |
| Fisher Asset Management | 0.00% | Add +6.7% | 13,426 | $4.1M |
| Brookstone Capital Management | 0.06% | Add +5.0% | 13,387 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +0.6% | 13,269 | $4.1M |
| Quantum Capital Management, LLC / NJ | 0.42% | Reduce -0.9% | 13,174 | $4.1M |
| Baring Financial LLC | 3.40% | Add +4.6% | 13,098 | $4.0M |
| GeoWealth Management, LLC | 0.16% | Reduce -76.0% | 12,885 | $4.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +125.3% | 12,824 | $4.0M |
| Flagship Private Wealth, LLC | 1.86% | Add +4.5% | 12,675 | $3.9M |
| Advisory Services Network, LLC | 0.07% | Add +38.4% | 12,494 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.3% | 12,336 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +21389.5% | 12,249 | $3.8M |
| Strategic Financial Partners, Ltd. | 1.99% | Reduce -1.5% | 12,237 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.3% | 11,837 | $3.7M |
| Novem Group | 0.50% | Add +2.6% | 11,502 | $3.6M |
| Alpha Cubed Investments, LLC | 0.16% | Reduce -2.7% | 11,487 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.9% | 11,310 | $3.5M |
| Sharkey, Howes & Javer | 0.50% | Reduce -34.9% | 11,213 | $3.5M |
| Integrity Alliance, Llc. | 0.13% | Add +70.5% | 11,021 | $3.4M |
| Bawa N Mallick Trust | 1.61% | No change | 11,004 | $3.4M |
| IFP Advisors, Inc | 0.10% | Reduce -6.6% | 10,837 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -59.5% | 10,687 | $3.3M |
| Encompass Wealth Advisors, LLC | 1.33% | Reduce -1.6% | 10,584 | $3.3M |
| Insigneo Advisory Services, LLC | 0.34% | Add +110.3% | 10,542 | $3.3M |
| Checchi Capital Advisers, LLC | 0.23% | Reduce -35.6% | 10,506 | $3.2M |
| Capstone Wealth Management Group, LLC | 1.85% | Reduce -3.8% | 10,505 | $3.2M |
| Pinnacle Bancorp, Inc. | 1.04% | Reduce -1.2% | 10,344 | $3.2M |
| Horizon Investment Services, LLC | 1.54% | Reduce -7.5% | 10,285 | $3.2M |
| Consolidated Portfolio Review Corp | 0.51% | Add +2.6% | 10,251 | $3.2M |
| Forum Private Client Group LLC | 1.36% | Reduce -1.4% | 10,156 | $3.1M |
| Milestone Asset Management Group, LLC | 2.80% | Add +8.7% | 10,044 | $3.1M |
| MAI Capital Management | 0.02% | Reduce -13.6% | 9,885 | $3.1M |
| Prosperity Wealth Management, Inc. | 1.44% | Add +2.8% | 9,881 | $3.1M |
| Pillar Financial Advisors, LLC | 2.27% | No change | 9,880 | $3.1M |
| Hilltop Holdings Inc. | 0.19% | Reduce -6.6% | 9,702 | $3.0M |
| Sheridan Capital Management, LLC | 2.13% | Add +1.7% | 9,454 | $2.9M |
| Silicon Valley Capital Partners | 0.38% | No change | 9,422 | $2.9M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -4.5% | 9,355 | $2.9M |
| BluePointe Capital Management, LLC | 1.10% | Add +30.7% | 9,342 | $2.9M |
| Main Street Financial Solutions, LLC | 0.25% | Add +1091.2% | 9,327 | $2.9M |
| Accretive Wealth Partners, LLC | 1.02% | No change | 9,000 | $2.9M |
| Spirepoint Private Client, LLC | 0.37% | Reduce -4.4% | 9,276 | $2.9M |
| Ballentine Partners, LLC | 0.05% | Reduce -1.8% | 9,241 | $2.9M |
| World Investment Advisors | 0.07% | Reduce -10.4% | 9,224 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +11.9% | 9,185 | $2.8M |
| 1900 Wealth Management LLC | 0.23% | Reduce -2.1% | 9,089 | $2.8M |
| Hilltop Wealth Advisors, LLC | 1.57% | Reduce -11.6% | 9,023 | $2.8M |
| Kovack Advisors, Inc. | 0.29% | Reduce -2.2% | 9,010 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.5% | 9,003 | $2.8M |
| Gateway Wealth Partners, LLC | 0.62% | Add +8.5% | 8,991 | $2.8M |
| Breakwater Capital Group | 0.49% | Add +2.1% | 8,970 | $2.8M |
| Silverlake Wealth Management LLC | 1.05% | Add +16.2% | 8,861 | $2.7M |
| Fischer Investment Strategies, LLC | 1.96% | Reduce -45.0% | 8,637 | $2.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.5% | 9,745 | $2.7M |
| FSC Wealth Advisors, LLC | 1.73% | No change | 8,524 | $2.6M |
| Sowell Financial Services LLC | 0.12% | New | 8,498 | $2.6M |
| WNY Asset Management, LLC | 0.31% | Add +3.8% | 8,410 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.1% | 8,314 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +12.1% | 8,314 | $2.6M |
| Colorado Capital Management, Inc. | 1.20% | Add +10.1% | 8,314 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -5.7% | 8,151 | $2.5M |
| Bank of Hawaii | 0.14% | No change | 8,118 | $2.5M |
| CoreCap Advisors, LLC | 0.11% | Reduce -5.8% | 8,116 | $2.5M |
| Farther Finance Advisors, LLC | 0.06% | Add +143.2% | 8,046 | $2.5M |
| Bright Futures Wealth Management, LLC. | 2.76% | Reduce -0.2% | 8,740 | $2.5M |
| Americana Partners, LLC | 0.10% | No change | 7,997 | $2.5M |
| Vigilare Wealth Management | 0.97% | Add +997.8% | 7,893 | $2.4M |
| TD Private Client Wealth LLC | 0.07% | Add +12.5% | 7,888 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.3% | 7,851 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -21.5% | 7,736 | $2.4M |
| Nwam LLC | 0.20% | Add +0.1% | 7,536 | $2.3M |
| Redhawk Wealth Advisors, Inc. | 0.31% | Add +6.4% | 7,475 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.7% | 7,384 | $2.3M |
| Veridan Wealth LLC | 1.02% | Add +9.4% | 7,333 | $2.3M |
| Fortune 45 LLC | 1.44% | Add +0.1% | 7,139 | $2.2M |
| Financial Life Planners | 2.14% | Add +0.1% | 7,120 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +4.6% | 7,026 | $2.2M |
| Good Life Advisors, LLC | 0.15% | Add +8.7% | 7,025 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -45.1% | 6,970 | $2.2M |
| Tudor Investment Corporation | 0.02% | Reduce -32.7% | 6,852 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.61% | Add +425.1% | 6,779 | $2.1M |
| N.E.W. Advisory Services LLC | 0.16% | Add +0.7% | 6,699 | $2.1M |
| Dopkins Wealth Management, LLC | 1.03% | Add +14.4% | 6,541 | $2.0M |
| Fearless Solutions, LLC dba Best Invest | 1.57% | Reduce -0.1% | 6,521 | $2.0M |
| Money Concepts Capital Corp. | 0.15% | Add +6.1% | 6,436 | $2.0M |
| Mgo One Seven LLC | 0.08% | Add +0.8% | 6,403 | $2.0M |
| Bessemer Group Inc. | 0.00% | No change | 6,400 | $2.0M |
| Plancorp, LLC | 0.08% | No change | 6,382 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +12.7% | 6,353 | $2.0M |
| Avestar Capital, LLC | 0.19% | Add +327.3% | 6,324 | $2.0M |
| Regal Investment Advisors LLC | 0.16% | Reduce -3.7% | 6,322 | $2.0M |
| &partners | 0.02% | Add +72.3% | 6,310 | $1.9M |
| Cherry Creek Investment Advisors, Inc. | 1.01% | Reduce -0.5% | 6,273 | $1.9M |
| Rik Saylor Financial, Inc. | 1.71% | Reduce -1.3% | 6,267 | $1.9M |
| Causey Wealth LLC | 1.08% | Add +0.1% | 6,250 | $1.9M |
| Eagle Strategies LLC | 0.33% | Add +25.6% | 6,171 | $1.9M |
| HUB Investment Partners, LLC | 0.08% | Add +3.0% | 6,147 | $1.9M |
| Worth Asset Management, LLC | 1.03% | Reduce -18.2% | 6,115 | $1.9M |
| Avant Capital LLC | 1.55% | Reduce -0.6% | 6,051 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.29% | Add +53.9% | 6,008 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -9.4% | 5,971 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +0.8% | 5,907 | $1.8M |
| Finward Bancorp | 1.56% | Reduce -0.1% | 5,827 | $1.8M |
| StoneX Group Inc. | 0.10% | Reduce -0.1% | 5,815 | $1.8M |
| Richard P Slaughter Associates Inc | 0.42% | Reduce -37.7% | 5,770 | $1.8M |
| Berger Financial Group, Inc | 0.12% | Add +67.7% | 5,760 | $1.8M |
| Sound Income Strategies, LLC | 0.10% | Add +37.9% | 5,758 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Add +0.2% | 5,725 | $1.8M |
| Alexis Investment Partners, LLC | 0.84% | Add +327.9% | 5,704 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.37% | Add +1.9% | 5,649 | $1.7M |
| Garden State Investment Advisory Services LLC | 0.56% | Reduce -0.7% | 5,616 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.38% | Add +2.6% | 5,614 | $1.7M |
| Procyon Advisors, LLC | 0.10% | Reduce -9.3% | 5,508 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +10.6% | 5,436 | $1.7M |
| Keybank National Association | 0.01% | Reduce -3.2% | 5,421 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +282.7% | 5,419 | $1.7M |
| Pathway Financial Advisers, LLC | 0.57% | New | 5,362 | $1.7M |
| Acute Investment Advisory, LLC | 8.32% | Reduce -79.5% | 5,354 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -2.7% | 5,284 | $1.6M |
| Financial Advocates Investment Management | 0.11% | Reduce -9.4% | 5,279 | $1.6M |
| Sovereign Financial Group, Inc. | 0.37% | Reduce -5.7% | 5,213 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.4% | 5,149 | $1.6M |
| Eclectic Associates Inc. | 0.43% | Reduce -10.9% | 5,148 | $1.6M |
| Sovran Advisors, LLC | 0.21% | Reduce -2.5% | 5,422 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -6.7% | 5,095 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.55% | Add +0.1% | 5,079 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.3% | 5,062 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +11.3% | 4,964 | $1.6M |
| Continuum Advisory, LLC | 0.20% | Add +9.4% | 5,002 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +47.0% | 4,998 | $1.5M |
| Bowman & Co S.C. | 0.75% | Add +0.1% | 4,941 | $1.5M |
| Carr Financial Group Corp | 0.49% | Reduce -11.5% | 4,878 | $1.5M |
| Knightsbridge Asset Management, LLC | 0.39% | Reduce -0.3% | 4,804 | $1.5M |
| Lazari Capital Management, Inc. | 0.60% | Add +319.0% | 4,747 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -6.1% | 4,725 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -37.7% | 4,700 | $1.5M |
| Steel Grove Capital Advisors, LLC | 0.22% | Reduce -0.4% | 4,644 | $1.4M |
| Betterment LLC | 0.00% | Add +54.5% | 4,629 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +7.3% | 4,601 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Add +2.4% | 4,582 | $1.4M |
| LifePlan Financial, LLC | 1.22% | Reduce -4.5% | 4,520 | $1.4M |
| Westbourne Investments, Inc. | 0.83% | Reduce -3.3% | 4,469 | $1.4M |
| Blue Trust, Inc. | 0.02% | No change | 4,436 | $1.4M |
| Willner & Heller, LLC | 1.26% | Add +3.6% | 4,416 | $1.4M |
| High Net Worth Advisory Group LLC | 0.38% | Add +10.0% | 4,338 | $1.3M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 4,335 | $1.3M |
| Liberty Wealth Management LLC | 0.25% | Add +9.5% | 4,293 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.46% | Reduce -26.8% | 4,257 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.1% | 4,202 | $1.3M |
| Fee-Only Financial Planning, L.C. | 0.89% | No change | 4,200 | $1.3M |
| LongView Wealth Management | 0.39% | Add +1.4% | 4,195 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +85.0% | 4,186 | $1.3M |
| Argent Trust Co | 0.05% | No change | 4,177 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.4% | 4,130 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | New | 4,058 | $1.3M |
| Estate Counselors, LLC | 0.13% | Reduce -4.9% | 4,045 | $1.2M |
| SCS Capital Management LLC | 0.02% | New | 4,038 | $1.2M |
| Old National Bancorp | 0.03% | No change | 4,028 | $1.2M |
| Hollencrest Capital Management | 0.05% | No change | 4,000 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 3,961 | $1.2M |
| Nicolet Advisory Services, LLC | 0.12% | Add +7.5% | 4,130 | $1.2M |
| Oxbow Advisors, LLC | 0.13% | Reduce -26.1% | 3,920 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +5.7% | 4,115 | $1.2M |
| AQR Capital Management | 0.00% | Add +127.3% | 3,830 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -4.2% | 3,822 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -2.8% | 3,803 | $1.2M |
| LifeSteps Financial, Inc. | 0.95% | Reduce -0.8% | 3,791 | $1.2M |
| Griffin Asset Management, Inc. | 0.14% | Add +87.2% | 3,784 | $1.2M |
| Certuity, LLC | 0.12% | No change | 3,786 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.2M |
| Insight Advisors, LLC/ PA | 0.20% | Add +0.2% | 3,623 | $1.1M |
| Hoffman, Alan N Investment Management | 0.57% | Reduce -0.3% | 3,604 | $1.1M |
| Spire Wealth Management | 0.04% | Add +77.5% | 3,600 | $1.1M |
| Choate Investment Advisors | 0.03% | Add +63.7% | 3,598 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -0.4% | 3,590 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +38.5% | 3,586 | $1.1M |
| Echo Wealth Management, LLC | 0.75% | Reduce -8.5% | 3,574 | $1.1M |
| Accurate Wealth Management, LLC | 0.21% | Add +72.1% | 3,683 | $1.1M |
| Sage Mountain Advisors LLC | 0.08% | Add +0.1% | 3,485 | $1.1M |
| Plan Group Financial, LLC | 0.38% | New | 3,467 | $1.1M |
| Florida Financial Advisors, LLC | 0.42% | Add +15.6% | 3,450 | $1.1M |
| Mfa Wealth Advisors, LLC | 0.26% | Reduce -5.5% | 3,359 | $1.0M |
| Keystone Financial Group | 0.11% | Reduce -2.6% | 3,350 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.5% | 3,309 | $1.0M |
| PFG Advisors | 0.06% | Add +25.3% | 3,249 | $1.0M |
| Financial Counselors Inc. | 0.02% | Reduce -3.6% | 3,240 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | No change | 3,233 | $999K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 3,228 | $997K |
| Well Done, LLC | 0.18% | Reduce -4.7% | 2,898 | $995K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.2% | 3,208 | $991K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 3,081 | $952K |
| Cwm, LLC | 0.00% | Reduce -3.4% | 3,050 | $942K |
| Crown Wealth Group, LLC | 0.49% | Reduce -19.4% | 3,043 | $940K |
| Nautilus Advisors LLC | 0.77% | No change | 3,000 | $927K |
| Weaver Consulting Group | 0.28% | Reduce -6.4% | 2,993 | $925K |
| Detalus Advisors, LLC | 0.29% | No change | 2,991 | $924K |
| Client 1ST Advisory Group, LLC | 0.35% | No change | 2,936 | $907K |
| Parsons Capital Management Inc. | 0.05% | Reduce -13.2% | 2,890 | $893K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -0.4% | 2,881 | $890K |
| Investment Planning Advisors, Inc. | 0.36% | Reduce -0.7% | 2,875 | $888K |
| Diversify Advisory Services, LLC | 0.05% | Add +4.4% | 2,781 | $878K |
| Hartline Investment Corp./ | 0.12% | No change | 2,790 | $862K |
| Belpointe Asset Management LLC | 0.04% | Add +12.8% | 2,723 | $841K |
| Clear Creek Financial Management, LLC | 0.09% | Add +52.8% | 2,716 | $839K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -9.3% | 2,709 | $837K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.5% | 2,698 | $833K |
| Essex Financial Services, Inc. | 0.06% | Add +22.3% | 2,696 | $833K |
| Retirement Guys Formula LLC | 0.41% | Add +64.3% | 2,681 | $828K |
| Capital Investment Advisory Services, LLC | 0.07% | New | 2,664 | $823K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -4.6% | 2,658 | $821K |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -0.4% | 2,632 | $813K |
| VestGen Advisors, LLC | 0.04% | — | 2,624 | $811K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.0% | 2,617 | $808K |
| Pennsylvania Capital Management Inc. | 0.30% | Add +5.8% | 2,597 | $802K |
| Prestige Wealth Management Group LLC | 0.17% | Reduce -10.7% | 2,562 | $791K |
| Heartwood Wealth Advisors LLC | 0.09% | Add +2.0% | 2,505 | $774K |
| Integras Partners LLC | 0.74% | Reduce -15.1% | 2,504 | $773K |
| Principal Securities, Inc. | 0.02% | Add +4.7% | 2,247 | $772K |
| Ridgepath Capital Management LLC | 0.37% | Reduce -12.7% | 2,496 | $771K |
| Wescott Financial Advisory Group, LLC | 0.08% | No change | 2,466 | $762K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 2,452 | $758K |
| Avalon Trust Co | 0.06% | No change | 2,450 | $757K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,444 | $755K |
| CENTRAL TRUST Co | 0.02% | No change | 2,432 | $751K |
| Private Wealth Group, LLC | 0.44% | No change | 2,418 | $747K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.8% | 2,397 | $740K |
| Summit Investment Advisory Services, LLC | 0.36% | Reduce -2.5% | 2,346 | $725K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -7.4% | 2,344 | $723K |
| Qube Research & Technologies Ltd | 0.00% | Add +22.0% | 2,339 | $722K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.4% | 2,331 | $720K |
| National Wealth Management Group, LLC | 0.47% | Add +66.3% | 2,330 | $720K |
| Squire Investment Management Company, LLC | 0.30% | No change | 2,325 | $718K |
| M3 Advisory Group, LLC | 0.56% | Add +33.5% | 2,298 | $710K |
| Aptus Capital Advisors, LLC | 0.01% | Add +10.8% | 2,291 | $708K |
| Strategic Blueprint, LLC | 0.04% | Add +14.9% | 2,254 | $696K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -25.8% | 2,245 | $693K |
| Wagner Wealth Management, LLC | 0.17% | New | 2,235 | $690K |
| Kera Capital Partners, Inc. | 0.20% | Reduce -8.3% | 2,212 | $683K |
| Dana Investment Advisors, Inc. | 0.02% | Add +3.3% | 2,148 | $663K |
| Fortis Group Advisors, LLC | 0.13% | Reduce -85.3% | 2,122 | $656K |
| Vantage Financial Partners, LLC | 0.16% | Add +0.1% | 2,114 | $653K |
| Graney & King, LLC | 0.49% | Reduce -29.9% | 2,111 | $652K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.1% | 2,096 | $648K |
| United Advisor Group, LLC | 0.13% | Add +48.1% | 2,094 | $647K |
| Adero Partners, LLC | 0.04% | No change | 2,062 | $637K |
| Buttonwood Financial Advisors Inc. | 0.28% | Add +3.6% | 2,062 | $637K |
| City State Bank | 0.21% | Add +33.3% | 2,061 | $637K |
| Fiduciary Trust Co | 0.01% | No change | 2,056 | $635K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -0.6% | 2,034 | $628K |
| LS Investment Advisors, LLC | 0.10% | Reduce -29.6% | 2,025 | $625K |
| Financial Management Network Inc. | 0.14% | No change | 2,249 | $625K |
| Summit Wealth Partners, LLC | 0.13% | No change | 2,012 | $621K |
| Focus Financial Network, Inc. | 0.03% | Reduce -78.2% | 1,991 | $615K |
| PrairieView Partners, LLC | 0.06% | No change | 1,988 | $614K |
| FF Advisors,LLC | 0.35% | New | 1,906 | $612K |
| Synergy Investment Management, LLC | 0.26% | Reduce -8.0% | 1,978 | $611K |
| Jefferies Financial Group Inc. | 0.01% | Add +7.6% | 1,973 | $609K |
| Serenus Wealth Advisors, LLC | 0.10% | Reduce -2.8% | 1,970 | $608K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | No change | 1,951 | $603K |
| Altfest L J & Co. Inc. | 0.08% | No change | 1,945 | $601K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 1,919 | $593K |
| Advisor Resource Council | 0.05% | Add +264.5% | 2,453 | $588K |
| Owen LaRue, LLC | 0.29% | Add +65.3% | 1,898 | $586K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -13.6% | 1,896 | $586K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -3.0% | 1,894 | $585K |
| Rolek Wealth Management LLC | 0.60% | Add +0.1% | 1,932 | $584K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,884 | $582K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -1.4% | 1,872 | $578K |
| Fortis Capital Advisors, LLC | 0.12% | Add +16.9% | 1,869 | $577K |
| White Lighthouse Investment Management Inc. | 0.10% | No change | 1,861 | $575K |
| Banque Pictet & Cie SA | 0.01% | New | 1,854 | $573K |
| Quent Capital, LLC | 0.06% | Reduce -38.8% | 1,851 | $572K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -0.6% | 1,850 | $571K |
| Lane & Associates LLC | 0.31% | No change | 1,845 | $570K |
| Measured Wealth Private Client Group, LLC | 0.18% | No change | 1,837 | $567K |
| Rodgers & Associates, LTD | 0.07% | Reduce -7.0% | 1,835 | $567K |
| Embree Financial Group | 0.09% | Reduce -0.2% | 1,832 | $566K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Reduce -5.9% | 1,829 | $565K |
| Park Avenue Securities LLC | 0.01% | Add +23.0% | 1,826 | $564K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 1,820 | $562K |
| Berkshire Asset Management LLC | 0.03% | Reduce -2.9% | 1,718 | $556K |
| Richardson Financial Services Inc. | 0.42% | Add +9.5% | 1,798 | $555K |
| BCO Wealth Management LLC | 0.43% | Reduce -17.8% | 1,789 | $553K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -79.1% | 1,770 | $551K |
| Smith, Moore & Co. | 0.05% | Reduce -16.4% | 1,750 | $540K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.5% | 1,736 | $536K |
| Legacy Advisory Services, LLC | 0.45% | Reduce -11.6% | 1,725 | $533K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,718 | $531K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -68.5% | 1,700 | $529K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $525K |
| Latitude Advisors, LLC | 0.30% | Add +0.1% | 1,698 | $524K |
| Live Oak Investment Partners | 0.41% | New | 1,681 | $519K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 1,671 | $516K |
| Financial Freedom, LLC | 0.29% | Add +0.1% | 1,646 | $509K |
| Westmount Partners, LLC | 0.16% | Reduce -0.1% | 1,646 | $508K |
| Western Wealth Management, LLC | 0.03% | Reduce -70.4% | 1,629 | $503K |
| JGP Wealth Management, LLC | 0.07% | No change | 1,620 | $500K |
| GWN Securities Inc. | 0.03% | Reduce -71.2% | 1,618 | $500K |
| New England Private Wealth Advisors LLC | 0.08% | No change | 1,617 | $499K |
| Global Trust Asset Management, LLC | 0.30% | Reduce -35.4% | 1,615 | $499K |
| MPWM Advisory Solutions, LLC | 0.36% | Reduce -26.9% | 1,606 | $496K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -15.5% | 1,551 | $489K |
| Tiaa Trust, National Association | 0.00% | Add +13.9% | 1,576 | $487K |
| Maryland Capital Advisors Inc. | 0.21% | No change | 1,570 | $485K |
| Beacon Financial Advisory LLC | 0.15% | Add +53.8% | 1,558 | $481K |
| Virtue Capital Management, LLC | 0.06% | New | 1,560 | $481K |
| Bell Bank | 0.03% | No change | 1,555 | $480K |
| Traphagen Investment Advisors LLC | 0.05% | Add +38.3% | 1,552 | $479K |
| Bey-Douglas LLC | 0.43% | No change | 1,387 | $476K |
| CAP Partners, LLC | 0.34% | New | 1,537 | $475K |
| Carroll Investors, Inc | 0.31% | Reduce -1.2% | 1,531 | $473K |
| RDA Financial Network | 0.14% | Reduce -1.4% | 1,527 | $472K |
| Pacific Point Advisors, LLC | 0.26% | No change | 1,526 | $471K |
| Tme Financial, Inc. | 0.41% | Reduce -3.2% | 1,521 | $470K |
| Roundview Capital LLC | 0.03% | No change | 1,520 | $470K |
| Parallel Advisors, LLC | 0.01% | Add +238.7% | 1,514 | $468K |
| Matthew Goff Investment Advisor, LLC | 0.09% | No change | 1,510 | $466K |
| HBW Advisory Services LLC | 0.07% | Add +27.2% | 1,509 | $466K |
| QRG Capital Management, Inc. | 0.00% | New | 1,502 | $464K |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.8% | 1,502 | $464K |
| Aurora Private Wealth, Inc. | 0.37% | Reduce -0.3% | 1,499 | $463K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $463K |
| Fort Sheridan Advisors LLC | 0.07% | Add +4.6% | 1,490 | $460K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -1.0% | 1,484 | $458K |
| ICONIQ Capital, LLC | 0.01% | New | 1,443 | $446K |
| PFG Investments, LLC | 0.03% | Add +28.3% | 1,440 | $445K |
| Advisory Alpha, LLC | 0.01% | Add +67.4% | 1,428 | $441K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.9% | 1,428 | $441K |
| Rothschild Wealth LLC | 0.12% | Reduce -3.0% | 1,421 | $439K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 1,416 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,415 | $437K |
| Platform Technology Partners | 0.13% | Add +2.9% | 1,407 | $435K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,402 | $433K |
| Private Client Services, LLC | 0.21% | No change | 1,400 | $432K |
| Simmons Bank | 0.03% | No change | 1,400 | $432K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 1,385 | $428K |
| AdvisorNet Financial, Inc | 0.03% | Add +14.9% | 1,376 | $425K |
| Canvas Wealth Advisors, LLC | 0.11% | Add +0.6% | 1,452 | $424K |
| CVFG LLC | 0.38% | Add +0.4% | 1,370 | $423K |
| McAdam, LLC | 0.03% | Reduce -60.6% | 1,368 | $423K |
| CVA Family Office, LLC | 0.06% | Reduce -9.3% | 1,363 | $421K |
| Cibc World Market Inc. | 0.00% | Add +1.0% | 1,355 | $419K |
| LWM Advisors Inc. | 0.50% | Reduce -8.0% | 1,284 | $415K |
| Quantinno Capital Management LP | 0.00% | Add +72.9% | 1,340 | $414K |
| Optivise Advisory Services LLC | 0.23% | Reduce -6.3% | 1,338 | $413K |
| Mindset Wealth Management, LLC | 0.16% | Add +0.1% | 1,330 | $411K |
| Investors Research Corp | 0.09% | Reduce -0.1% | 1,329 | $411K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +7.0% | 1,316 | $406K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Reduce -5.2% | 1,298 | $404K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,293 | $399K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 1,289 | $398K |
| CWC Advisors, LLC. | 0.23% | No change | 1,288 | $398K |
| ProVise Management Group, LLC | 0.03% | Reduce -14.3% | 1,280 | $395K |
| Accel Wealth Management | 0.14% | Add +117.0% | 1,267 | $391K |
| Howe & Rusling Inc. | 0.03% | Add +723.5% | 1,260 | $389K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.9% | 1,259 | $389K |
| Jackson Square Capital, LLC | 0.13% | No change | 1,252 | $387K |
| Summit X, LLC | 0.08% | Add +28.2% | 1,250 | $386K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -3.6% | 1,246 | $385K |
| Oarsman Capital, Inc. | 0.07% | No change | 1,244 | $384K |
| First Affirmative Financial Network | 0.24% | No change | 1,243 | $384K |
| Keb Asset Management, LLC | 0.11% | No change | 1,235 | $381K |
| Diversified Trust Co. | 0.01% | Reduce -8.6% | 1,205 | $372K |
| Pitcairn Co. | 0.02% | No change | 1,201 | $371K |
| Franklin Resources Inc. | 0.00% | Add +4.7% | 1,191 | $368K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $367K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.2% | 1,187 | $367K |
| Cloud Capital Management, LLC | 0.26% | — | 1,186 | $366K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.3% | 1,179 | $364K |
| Prudent Man Investment Management, Inc. | 0.20% | No change | 1,060 | $364K |
| Dahring | Cusmano LLC | 0.31% | Reduce -3.6% | 1,176 | $363K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +0.1% | 1,168 | $363K |
| Trevian Wealth Management LLC | 0.26% | No change | 1,170 | $361K |
| Marathon Mission, Inc. | 0.25% | No change | 1,168 | $361K |
| Glenview Trust Co | 0.01% | Reduce -9.7% | 1,161 | $359K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,159 | $358K |
| MWA Asset Management | 0.25% | Add +0.1% | 1,155 | $357K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -13.9% | 1,154 | $356K |
| Signal Advisors Wealth, LLC | 0.03% | Add +55.4% | 1,153 | $356K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $356K |
| Hughes Financial Services, LLC | 0.07% | New | 1,137 | $354K |
| Cadence Bank | 0.03% | Reduce -0.9% | 1,146 | $354K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,138 | $352K |
| Dover Advisors, LLC | 0.15% | New | 1,131 | $349K |
| Heritage Investment Group, Inc. | 0.07% | Reduce -5.4% | 1,130 | $349K |
| Certified Advisory Corp | 0.04% | New | 1,128 | $348K |
| SpringVest Wealth Management LLC | 0.29% | No change | 1,125 | $347K |
| Geneos Wealth Management Inc. | 0.01% | Add +20.6% | 1,106 | $342K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $338K |
| Sterling Investment Counsel, LLC | 0.12% | Add +2.4% | 1,094 | $338K |
| UMB Bank, n.a. | 0.01% | No change | 1,092 | $337K |
| Simon Quick Advisors, LLC | 0.02% | New | 1,085 | $335K |
| Intrua Financial, LLC | 0.05% | Reduce -40.5% | 1,082 | $334K |
| Brighton Jones LLC | 0.01% | Reduce -28.4% | 1,081 | $334K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 1,080 | $334K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.1% | 1,066 | $329K |
| Sfm, LLC | 0.24% | Reduce -14.4% | 1,059 | $327K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $327K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,052 | $325K |
| Comprehensive Financial Planning, Inc. | 0.32% | No change | 1,048 | $324K |
| CGN Advisors LLC | 0.03% | Add +7.7% | 1,048 | $324K |
| AlphaCore Capital LLC | 0.03% | New | 1,047 | $323K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,045 | $323K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -54.8% | 1,039 | $321K |
| Regions Financial Corp. | 0.00% | New | 1,039 | $321K |
| Haverford Trust Co | 0.00% | Reduce -4.8% | 1,035 | $320K |
| Natural Investments, LLC | 0.09% | Add +6.4% | 1,032 | $318K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 1,026 | $317K |
| VSM Wealth Advisory, LLC | 0.11% | No change | 1,025 | $317K |
| Maridea Wealth Management LLC | 0.10% | Reduce -17.1% | 1,024 | $316K |
| Monument Group Wealth Advisors, LLC | 0.22% | No change | 1,019 | $315K |
| IFG Advisory, LLC | 0.02% | Reduce -13.9% | 1,019 | $315K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -15.9% | 1,017 | $314K |
| Wealth Group Ltd | 0.09% | Add +0.4% | 1,017 | $314K |
| Lauterbach Financial Advisors, LLC | 0.19% | Add +0.1% | 1,007 | $311K |
| Ascent Group, LLC | 0.01% | Reduce -1.5% | 1,007 | $311K |
| Copia Wealth Management | 0.29% | Reduce -6.1% | 1,002 | $309K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +13.1% | 995 | $307K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 995 | $307K |
| Commerce Bank | 0.00% | No change | 994 | $307K |
| Root Financial Partners, LLC | 0.03% | New | 992 | $306K |
| Channel Wealth LLC | 0.10% | Reduce -6.0% | 990 | $306K |
| Dunhill Financial, LLC | 0.14% | No change | 984 | $304K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -0.8% | 980 | $303K |
| Wolverine Trading, LLC | 0.01% | New | 980 | $302K |
| GSG Advisors LLC | 0.10% | No change | 981 | $301K |
| Aspen Wealth Management LLC | 0.09% | Add +0.1% | 975 | $301K |
| OxenFree Capital LLC | 0.23% | Reduce -10.6% | 1,058 | $301K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 974 | $301K |
| TFR Capital, LLC. | 0.12% | Add +1.9% | 969 | $299K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 962 | $297K |
| Mitchell Capital Management Co. | 0.06% | No change | 957 | $296K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +13.9% | 953 | $294K |
| Gotham Asset Management | 0.00% | New | 936 | $289K |
| 49 Wealth Management, LLC | 0.03% | Add +1.8% | 931 | $288K |
| Planning Directions Inc. | 0.12% | Reduce -3.0% | 928 | $287K |
| Patten Group, Inc. | 0.07% | Reduce -15.6% | 928 | $287K |
| Wealthstar Advisors, LLC | 0.13% | No change | 927 | $286K |
| Aprio Wealth Management, LLC | 0.04% | No change | 924 | $285K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Add +2.8% | 923 | $285K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -0.7% | 922 | $285K |
| Stark Wealth Management LLC | 2.90% | Reduce -54.6% | 911 | $281K |
| Maia Wealth LLC | 0.06% | Reduce -28.3% | 926 | $280K |
| Legacy Advisors, LLC | 0.03% | No change | 905 | $280K |
| Northeast Financial Consultants Inc | 0.01% | No change | 904 | $279K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Reduce -10.1% | 895 | $276K |
| Trexquant Investment LP | 0.00% | Reduce -46.2% | 891 | $275K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 884 | $273K |
| St Germain D J Co. Inc. | 0.01% | No change | 878 | $271K |
| Crowley Wealth Management, Inc. | 0.26% | No change | 871 | $269K |
| Palisade Asset Management, LLC | 0.03% | Reduce -0.1% | 868 | $268K |
| Anchor Investment Management, LLC | 0.03% | No change | 868 | $268K |
| Rf&l Wealth Management, LLC | 0.19% | No change | 855 | $264K |
| Mason & Associates, LLC | 0.08% | Reduce -39.3% | 855 | $264K |
| Davidson Trust Co. | 0.13% | No change | 850 | $263K |
| Davidson Investment Advisors | 0.01% | No change | 850 | $263K |
| Sollinda Capital Management LLC | 0.07% | No change | 844 | $261K |
| Sunbelt Securities, Inc. | 0.02% | No change | 842 | $260K |
| Summit Financial, LLC | 0.01% | Reduce -62.7% | 841 | $260K |
| Sequent Planning LLC | 0.09% | Add +0.7% | 840 | $259K |
| BCS Wealth Management | 0.07% | No change | 835 | $258K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -1.9% | 830 | $256K |
| AMG National Trust Bank | 0.01% | No change | 830 | $256K |
| Financial Alternatives, Inc | 0.18% | No change | 828 | $256K |
| JMG Financial Group, Ltd. | 0.01% | New | 826 | $255K |
| Mayfair Advisory Group, LLC | 0.15% | Add +1.1% | 822 | $254K |
| Sunburst Financial Group, LLC | 0.06% | No change | 817 | $252K |
| Kingsman Wealth Management, Inc. | 0.18% | — | 816 | $252K |
| Peachtree Investment Partners, LLC | 0.10% | No change | 814 | $251K |
| Zacks Investment Management | 0.00% | No change | 813 | $251K |
| Apexium Financial, LP | 0.01% | Add +6.4% | 811 | $251K |
| Venture Visionary Partners LLC | 0.01% | Add +3.9% | 806 | $249K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $248K |
| Guidance Capital, Inc. | 0.08% | Reduce -2.4% | 762 | $247K |
| Mystic Asset Management, Inc. | 0.07% | No change | 800 | $247K |
| Total Investment Management Inc. | 0.03% | Add +0.1% | 799 | $247K |
| Ritholtz Wealth Management | 0.01% | No change | 797 | $246K |
| Manchester Financial Inc. | 0.06% | Reduce -1.4% | 792 | $245K |
| Destiny Wealth Partners, LLC | 0.04% | New | 790 | $244K |
| Wedmont Private Capital | 0.01% | No change | 811 | $243K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -41.2% | 787 | $243K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 785 | $242K |
| Delta Financial Group, Inc. | 0.06% | No change | 745 | $241K |
| PGIM Custom Harvest LLC | 0.01% | No change | 780 | $241K |
| First Financial Bankshares Inc | 0.01% | No change | 778 | $240K |
| HBK Sorce Advisory LLC | 0.01% | No change | 775 | $239K |
| CPC Advisors, LLC | 0.03% | Reduce -92.0% | 771 | $238K |
| Crew Capital Management, Ltd | 0.19% | New | 770 | $238K |
| Legacy Wealth Managment, LLC | 0.17% | Reduce -2.3% | 762 | $235K |
| Scotia Capital Inc. | 0.00% | Add +0.3% | 761 | $235K |
| Morton Capital Management LLC | 0.05% | No change | 758 | $234K |
| Cura Wealth Advisors, LLC | 0.09% | Reduce -23.1% | 750 | $232K |
| Praetorian Wealth Management, Inc. | 0.06% | No change | 750 | $232K |
| Strategic Financial Concepts, LLC | 0.04% | Add +0.3% | 750 | $232K |
| Advisors Capital Management, LLC | 0.00% | No change | 744 | $230K |
| Welch Group, LLC | 0.01% | Reduce -6.8% | 743 | $229K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 740 | $229K |
| Fielder Capital Group LLC | 0.07% | No change | 731 | $226K |
| Legacy Private Trust Co. | 0.02% | New | 730 | $225K |
| Lakeshore Financial Planning, Inc. | 0.09% | New | 721 | $223K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $221K |
| Signet Financial Management, LLC | 0.03% | Reduce -63.3% | 717 | $221K |
| Titleist Asset Management, LLC | 0.03% | Reduce -2.3% | 715 | $221K |
| Aspiriant, LLC | 0.01% | No change | 714 | $221K |
| Ridgewood Investments LLC | 0.10% | No change | 713 | $220K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -2.6% | 709 | $219K |
| Kaydan Wealth Management, Inc. | 0.07% | Reduce -1.3% | 708 | $219K |
| Ameriflex Group, Inc. | 0.09% | No change | 706 | $218K |
| Rice Partnership, LLC | 0.04% | No change | 705 | $218K |
| Brown Wealth Management, LLC | 0.07% | Reduce -19.3% | 704 | $217K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 702 | $217K |
| Trilogy Capital Inc. | 0.01% | No change | 700 | $216K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 692 | $214K |
| Concorde Asset Management, LLC | 0.11% | Reduce -6.6% | 689 | $212K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 685 | $211K |
| First Pacific Financial | 0.04% | Reduce -31.6% | 683 | $211K |
| Gradient Investments LLC | 0.00% | No change | 680 | $210K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 680 | $210K |
| Monetary Management Group Inc. | 0.06% | Reduce -35.7% | 675 | $208K |
| Jericho Financial, LLP | 0.15% | Reduce -1.2% | 672 | $207K |
| One Wealth Management Investment & Advisory Services, LLC | 0.34% | Reduce -0.1% | 668 | $206K |
| Bridgewater Advisors Inc. | 0.02% | New | 650 | $205K |
| Lifestyle Asset Management, Inc. | 0.11% | Add +4.6% | 664 | $205K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -36.6% | 659 | $204K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 657 | $203K |
| Citizens & Northern Corp. | 0.06% | No change | 650 | $201K |
| HM Payson & Co. | 0.00% | No change | 646 | $200K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | No change | 646 | $200K |
| Private Trust Co. NA | 0.02% | Add +2.5% | 644 | $199K |
| Bristlecone Advisors, LLC | 0.02% | No change | 640 | $198K |
| Lord & Richards Wealth Management, LLC | 0.22% | Reduce -22.0% | 637 | $197K |
| Fairscale Capital, LLC | 0.17% | No change | 614 | $190K |
| Smithfield Trust Co | 0.01% | No change | 592 | $183K |
| First Command Advisory Services, Inc. | 0.00% | No change | 575 | $178K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 540 | $167K |
| National Bank of Canada | 0.00% | No change | 523 | $161K |
| S.A. Mason LLC | 0.08% | Add +6.0% | 514 | $159K |
| Bangor Savings Bank | 0.01% | Add +463.3% | 507 | $157K |
| Quadrant Capital Group LLC | 0.01% | No change | 495 | $153K |
| Transce3nd, LLC | 0.07% | Reduce -5.9% | 491 | $152K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 482 | $149K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.8% | 465 | $144K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 451 | $139K |
| First Community Trust NA | 0.12% | No change | 446 | $138K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 429 | $133K |
| NorthRock Partners, LLC | 0.00% | New | 405 | $125K |
| Hexagon Capital Partners LLC | 0.02% | No change | 400 | $124K |
| MV Capital Management, Inc. | 0.01% | Reduce -52.3% | 398 | $123K |
| Highline Wealth Partners LLC | 0.04% | No change | 375 | $116K |
| Center for Financial Planning, Inc. | 0.01% | New | 370 | $114K |
| Headlands Technologies LLC | 0.01% | Reduce -49.0% | 367 | $113K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 357 | $110K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 318 | $109K |
| Activest Wealth Management | 0.03% | No change | 350 | $108K |
| POM Investment Strategies, LLC | 0.11% | Reduce -99.1% | 318 | $98K |
| Vestor Capital, LLC | 0.01% | No change | 303 | $94K |
| Park Square Financial Group, LLC | 0.07% | No change | 300 | $93K |
| Optimum Investment Advisors | 0.04% | No change | 300 | $93K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $93K |
| Citigroup Inc. | 0.00% | Reduce -78.2% | 300 | $93K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 288 | $89K |
| Addison Advisors LLC | 0.02% | No change | 283 | $87K |
| Pittenger & Anderson Inc. | 0.00% | Add +86.0% | 279 | $86K |
| Capital Analysts, LLC | 0.00% | No change | 272 | $84K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 263 | $81K |
| Trust Co. of Vermont | 0.00% | No change | 262 | $81K |
| Eq Wealth Advisors, LLC | 0.06% | New | 254 | $78K |
| Arax Advisory Partners | 0.01% | New | 254 | $78K |
| Chesapeake Asset Management LLC | 0.07% | No change | 250 | $77K |
| SouthState Bank Corp | 0.00% | No change | 250 | $77K |
| Wood Tarver Financial Group, LLC | 0.02% | Add +17.9% | 231 | $71K |
| Truvestments Capital LLC | 0.01% | No change | 220 | $68K |
| Brooklyn Investment Group | 0.01% | Add +14.7% | 218 | $67K |
| Rossby Financial, LCC | 0.03% | New | 213 | $67K |
| Allianz SE | 0.00% | Reduce -71.8% | 216 | $67K |
| Bogart Wealth, LLC | 0.00% | Add +1.0% | 207 | $64K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -3.4% | 201 | $62K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 200 | $62K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $62K |
| Arlington Trust Co LLC | 0.01% | New | 200 | $62K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Add +37.0% | 185 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -7.5% | 185 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +85.0% | 185 | $57K |
| Parkside Financial Bank & Trust | 0.01% | No change | 184 | $57K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $53K |
| Winch Advisory Services, LLC | 0.01% | No change | 167 | $51K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 160 | $49K |
| Garde Capital, Inc. | 0.00% | New | 160 | $49K |
| Kestra Investment Management, LLC | 0.00% | Add +7600.0% | 154 | $48K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 150 | $46K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 148 | $46K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 143 | $44K |
| Valued Wealth Advisors LLC | 0.03% | New | 137 | $42K |
| DT Investment Partners, LLC | 0.00% | Reduce -99.8% | 133 | $41K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 114 | $35K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $34K |
| Field & Main Bank | 0.01% | Reduce -29.0% | 110 | $34K |
| Redmont Wealth Advisors LLC | 0.06% | New | 105 | $32K |
| Safe Harbor Fiduciary, LLC | 0.03% | New | 104 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -49.2% | 100 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $30K |
| McIlrath & Eck, LLC | 0.00% | Reduce -90.4% | 92 | $28K |
| Key Financial Inc | 0.01% | No change | 91 | $28K |
| Bfsg, LLC | 0.00% | Reduce -25.9% | 86 | $27K |
| NBT Bank, N.A. | 0.00% | No change | 85 | $26K |
| Sandy Spring Bank | 0.00% | No change | 82 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $22K |
| Aventura Private Wealth, LLC | 0.01% | No change | 67 | $21K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 60 | $19K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 60 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $19K |
| BlackRock, Inc. | 0.00% | Reduce -18.6% | 57 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $17K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -85.3% | 56 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -48.1% | 55 | $17K |
| Ancora Advisors LLC | 0.00% | Add +120.0% | 55 | $17K |
| Global Financial Private Client, LLC | 0.01% | No change | 52 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 50 | $15K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $15K |
| Van Eck Associates Corp. | 0.00% | Add +2.2% | 47 | $15K |
| Tidemark, LLC | 0.01% | New | 48 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 47 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 46 | $14K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 45 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 39 | $12K |
| Crews Bank & Trust | 0.00% | No change | 35 | $11K |
| Glassman Wealth Services | 0.00% | Reduce -71.2% | 32 | $10K |
| NFSG Corp | 0.00% | No change | 31 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $9K |
| Eastern Bank | 0.00% | No change | 27 | $8K |
| Abound Wealth Management | 0.00% | No change | 26 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 22 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -77.0% | 20 | $6K |
| Inlight Wealth Management, LLC | 0.00% | New | 20 | $6K |
| Signaturefd, LLC | 0.00% | No change | 15 | $5K |
| Robinswood Financial LLC | 0.00% | New | 13 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 12 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | New | 11 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -83.0% | 10 | $3K |
| Aspect Partners, LLC | 0.00% | New | 8 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 8 | $2K |
| Tsfg, LLC | 0.00% | No change | 5 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 5 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $927 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $927 |
"% of holder's portfolio" is MGK's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP GR ETF-Ui the manager owns.