Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 861 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 46 from Q1 2025. 93 opened new positions and 49 sold out. The largest holders were Assetmark, Inc. ($2.9B), Cassaday & Co Wealth Management LLC ($1.4B) and Morgan Stanley ($854.6M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q2 2025)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $231.8M |
| Exits | 49 | $80.9M |
All 13F filers, Q1 2025 → Q2 2025: 3,159,597 shares bought and 1,508,420 shares sold, net +1,651,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 861 holders
| Assetmark, Inc. | 6.87% | Add +3.0% | 7,944,594 | $2.9B |
| Cassaday & Co Wealth Management LLC | 34.25% | Add +6.0% | 3,737,341 | $1.4B |
| Morgan Stanley | 0.06% | Add +2.3% | 2,333,958 | $854.6M |
| Bank of America Corp. | 0.06% | Reduce -2.0% | 1,954,190 | $715.6M |
| Captrust Financial Advisors | 1.36% | Add +0.9% | 1,668,738 | $611.0M |
| Howard Capital Management, LLC | 6.97% | Reduce -21.4% | 1,269,992 | $465.5M |
| LPL Financial LLC | 0.13% | Add +6.7% | 1,102,761 | $403.8M |
| UBS Group AG | 0.07% | Add +8.8% | 968,648 | $354.7M |
| Ameriprise Financial Inc. | 0.07% | Reduce -2.9% | 781,681 | $286.2M |
| Wells Fargo & Company | 0.06% | Reduce -16.8% | 699,131 | $256.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.0% | 672,362 | $246.1M |
| Angeles Wealth Management, LLC | 14.45% | Add +7.7% | 575,440 | $210.7M |
| Osaic Holdings, Inc. | 0.36% | Add +383.6% | 623,866 | $202.8M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -2.5% | 531,543 | $194.6M |
| Angeles Investment Advisors, LLC | 9.51% | Add +59.2% | 459,590 | $168.3M |
| Cerity Partners LLC | 0.29% | Add +7.7% | 449,938 | $164.8M |
| Royal Bank of Canada | 0.03% | Add +4.6% | 442,317 | $162.0M |
| Comerica Bank | 0.55% | Reduce -2.2% | 384,074 | $140.6M |
| Merit Financial Group, LLC | 1.46% | Reduce -0.6% | 357,827 | $131.0M |
| Prime Capital Investment Advisors, LLC | 1.64% | Reduce -3.9% | 337,161 | $123.5M |
| Raymond James Financial Inc. | 0.04% | Add +31.8% | 334,734 | $122.6M |
| Facet Wealth, Inc. | 2.31% | Add +13.0% | 267,668 | $101.9M |
| Petredis Investment Advisors LLC | 8.86% | Add +3.5% | 276,075 | $101.1M |
| Rockefeller Capital Management L.P. | 0.22% | Add +10.4% | 272,925 | $99.9M |
| Two Sigma Investments, LP | 0.18% | Reduce -11.0% | 266,200 | $97.5M |
| Kensington Asset Management, LLC | 7.24% | New | 261,800 | $95.9M |
| Portfolio Strategies, Inc. | 11.89% | Reduce -1.5% | 249,279 | $91.2M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.7% | 234,590 | $85.9M |
| IFC Advisors LLC | 14.89% | Add +3.4% | 217,435 | $79.6M |
| Falcon Wealth Planning | 7.94% | Add +6.7% | 214,506 | $78.5M |
| HighTower Advisors, LLC | 0.10% | Add +5.7% | 214,060 | $78.4M |
| CX Institutional | 2.49% | Add +14.4% | 195,369 | $71.5M |
| Stifel Financial Corp. | 0.07% | Reduce -2.5% | 193,418 | $70.8M |
| Mariner, LLC | 0.09% | Add +7.3% | 177,393 | $65.0M |
| Beacon Capital Management, LLC | 8.64% | Reduce -1.6% | 174,834 | $64.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -9.4% | 167,333 | $61.8M |
| Gratus Wealth Advisors, LLC | 9.34% | Reduce -0.3% | 168,403 | $61.7M |
| Strategic Investment Advisors / MI | 5.83% | Add +10.0% | 163,531 | $60.0M |
| Black Diamond Financial, LLC | 9.13% | Reduce -5.3% | 160,522 | $58.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.9% | 156,954 | $57.5M |
| Praetorian Wealth Management, Inc. | 12.82% | Add +20186.0% | 152,145 | $55.7M |
| Cetera Investment Advisers | 0.09% | Add +11.1% | 150,800 | $55.2M |
| Leelyn Smith, LLC | 8.83% | Add +4.9% | 147,010 | $53.8M |
| Creative Planning | 0.04% | Reduce -3.1% | 135,655 | $49.7M |
| MML Investors Services, LLC | 0.14% | Reduce -20.9% | 132,750 | $48.6M |
| Janney Montgomery Scott LLC | 0.12% | Add +0.0% | 127,143 | $46.6M |
| Bernardo Wealth Planning LLC | 9.73% | Add +2.0% | 122,348 | $44.8M |
| Leavell Investment Management, Inc. | 1.96% | Add +0.1% | 119,538 | $43.8M |
| Hengehold Capital Management LLC | 3.90% | Add +0.1% | 116,951 | $42.8M |
| American Trust | 3.91% | New | 113,291 | $41.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -0.2% | 111,983 | $41.0M |
| Means Investment Co., Inc. | 3.68% | Reduce -3.8% | 106,000 | $38.8M |
| Lido Advisors, LLC | 0.20% | Add +1557.4% | 105,294 | $38.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.5% | 102,429 | $37.5M |
| FC Advisory LLC | 11.12% | Reduce -1.7% | 98,336 | $36.0M |
| ETF Portfolio Partners, Inc. | 9.66% | Add +1.2% | 95,148 | $34.8M |
| Apriem Advisors | 3.66% | Add +18.6% | 93,976 | $34.4M |
| Blue Edge Capital, LLC | 4.87% | Reduce -1.5% | 89,502 | $32.8M |
| BTG Pactual Asset Management US LLC | 4.39% | Add +31.9% | 88,811 | $32.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 83,322 | $30.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -2.2% | 80,608 | $29.5M |
| EP Wealth Advisors, LLC | 0.19% | Reduce -0.5% | 80,507 | $29.5M |
| D.A. Davidson & Co. | 0.20% | Add +0.0% | 79,178 | $29.0M |
| BHK Investment Advisors, LLC | 11.22% | Reduce -0.1% | 78,247 | $28.7M |
| HB Wealth Management, LLC | 0.22% | Reduce -0.2% | 75,373 | $27.6M |
| Copperwynd Financial, LLC | 6.82% | Add +2.9% | 74,678 | $27.3M |
| Erickson Financial Group, LLC | 18.44% | Reduce -10.5% | 74,547 | $27.3M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +159.9% | 74,226 | $27.2M |
| Clarity Financial LLC | 2.90% | Add +80.2% | 73,621 | $27.0M |
| Avior Wealth Management, LLC | 0.88% | Reduce -0.9% | 69,827 | $25.6M |
| Concurrent Investment Advisors, LLC | 0.49% | Add +7.4% | 69,251 | $25.4M |
| Amara Financial, Llc. | 20.90% | Reduce -8.7% | 64,799 | $23.7M |
| Northern Trust Corp. | 0.00% | Reduce -9.0% | 61,392 | $22.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +20.6% | 60,950 | $22.3M |
| Wealthfront Advisers LLC | 0.06% | Reduce -2.8% | 59,714 | $21.9M |
| Zeit Capital LLC | 15.04% | Add +0.4% | 57,451 | $21.0M |
| Alps Advisors Inc. | 0.12% | Add +49.5% | 57,095 | $20.9M |
| Prospera Financial Services Inc | 0.39% | Add +0.5% | 56,433 | $20.7M |
| Ieq Capital, LLC | 0.13% | Add +3.2% | 56,059 | $20.5M |
| Salem Investment Counselors Inc. | 0.65% | Reduce -1.9% | 55,558 | $20.4M |
| Clarus Wealth Advisors | 9.31% | Add +69.0% | 54,989 | $20.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.8% | 52,173 | $19.1M |
| Creative Financial Designs Inc. | 1.31% | Add +29.4% | 49,833 | $18.2M |
| Savant Capital, LLC | 0.13% | Reduce -8.1% | 48,992 | $17.9M |
| Raab & Moskowitz Asset Management LLC | 4.15% | Reduce -1.7% | 47,505 | $17.4M |
| ODonnell Financial Services, LLC | 6.66% | Add +0.9% | 47,410 | $17.4M |
| Blackston Financial Advisory Group, LLC | 10.81% | Reduce -4.9% | 47,180 | $17.3M |
| Mather Group, Llc. | 0.18% | Reduce -3.3% | 46,313 | $17.0M |
| Stratos Investment Management, LLC | 0.77% | Add +10.5% | 46,000 | $16.8M |
| Wheelhouse Advisory Group LLC | 8.30% | Add +4.8% | 45,999 | $16.8M |
| WealthShield Partners, LLC | 2.01% | Add +0.8% | 45,473 | $16.6M |
| Zhang Financial LLC | 0.76% | Add +3.1% | 44,886 | $16.4M |
| Von Berge Wealth Management Group, LLC | 9.23% | Add +0.1% | 43,967 | $16.4M |
| US Bancorp \de | 0.02% | Reduce -0.2% | 44,234 | $16.2M |
| NWF Advisory Services Inc. | 1.93% | Reduce -0.3% | 44,207 | $16.2M |
| TFB Advisors LLC | 4.13% | Reduce -1.6% | 43,069 | $15.8M |
| SOL Capital Management CO | 1.48% | Add +19.9% | 41,767 | $15.3M |
| Wealthspire Retirement, LLC | 1.01% | New | 41,688 | $15.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +3.8% | 41,381 | $15.2M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -35.1% | 40,642 | $14.9M |
| Stephens Inc. | 0.19% | Add +8.5% | 38,588 | $14.1M |
| Northeast Investment Management | 0.57% | Add +8.1% | 36,736 | $13.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 35,543 | $13.0M |
| CW Advisors, LLC | 0.12% | Reduce -0.2% | 34,944 | $12.8M |
| Focused Wealth Management, Inc | 1.56% | Reduce -0.8% | 34,876 | $12.8M |
| Pacific Center for Financial Services | 3.46% | Reduce -0.4% | 34,850 | $12.8M |
| Cascade Financial Partners, LLC | 1.53% | Add +5.9% | 34,707 | $12.7M |
| Foundations Investment Advisors, LLC | 0.20% | Add +2.9% | 33,894 | $12.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +11.6% | 33,606 | $12.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.15% | Reduce -7.7% | 33,597 | $12.3M |
| Philadelphia Trust Co. | 0.91% | No change | 32,500 | $11.9M |
| Kingsview Wealth Management, LLC | 0.20% | Add +8.0% | 32,209 | $11.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +42.9% | 32,194 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +4.5% | 31,304 | $11.5M |
| Darwin Wealth Management, LLC | 3.97% | Reduce -6.2% | 31,291 | $11.5M |
| FMR LLC | 0.00% | Reduce -3.9% | 30,675 | $11.2M |
| Cedar Point Capital Partners, LLC | 7.90% | Reduce -4.4% | 30,599 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.16% | Reduce -15.3% | 29,844 | $10.9M |
| Private Advisor Group, LLC | 0.06% | Add +14.0% | 29,292 | $10.7M |
| Fingerlakes Wealth Management, Inc. | 7.98% | Add +1.5% | 29,206 | $10.7M |
| Trilogy Capital Inc. | 0.52% | Add +4070.3% | 29,192 | $10.7M |
| Focus Partners Wealth | 0.02% | Add +3.8% | 28,863 | $10.6M |
| Blair William & Co. | 0.03% | Add +6.7% | 28,572 | $10.5M |
| Truist Financial Corp. | 0.02% | Reduce -1.8% | 28,398 | $10.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +29.5% | 28,346 | $10.4M |
| Capstone Wealth Management Group, LLC | 9.87% | Add +167.4% | 28,092 | $10.3M |
| Clifford Group, LLC | 8.40% | Add +3.2% | 27,925 | $10.2M |
| Center For Asset Management LLC | 6.21% | Add +33.0% | 29,077 | $10.1M |
| Quadcap Wealth Management, LLC | 1.27% | Add +5.1% | 27,362 | $10.0M |
| Cypress Wealth Services, LLC | 1.72% | Reduce -2.5% | 26,245 | $9.6M |
| Richard P Slaughter Associates Inc | 1.96% | Add +354.4% | 26,218 | $9.6M |
| Pennsylvania Capital Management Inc. | 3.07% | Add +905.2% | 26,104 | $9.6M |
| Centaurus Financial, Inc. | 0.55% | Add +1.3% | 25,613 | $9.4M |
| Resolute Advisors LLC | 2.29% | No change | 25,104 | $9.2M |
| Deane Retirement Strategies, Inc. | 4.05% | New | 24,681 | $9.0M |
| Jones Financial Companies LLLP | 0.01% | Add +48.6% | 24,636 | $9.0M |
| Valicenti Advisory Services Inc. | 2.06% | Reduce -0.7% | 24,052 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -27.3% | 23,945 | $8.8M |
| Apollon Financial, LLC | 1.82% | Reduce -1.1% | 23,713 | $8.7M |
| Alexis Investment Partners, LLC | 3.64% | Add +306.9% | 23,210 | $8.5M |
| Capital Planning LLC | 2.63% | Reduce -36.0% | 22,811 | $8.4M |
| Independent Financial Group, LLC | 0.23% | Add +21.9% | 22,829 | $8.4M |
| Schroder Investment Management Group | 0.01% | Reduce -8.1% | 22,269 | $8.1M |
| Royal Fund Management, LLC | 0.84% | Reduce -2.9% | 21,601 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +82.5% | 21,606 | $7.9M |
| McClarren Financial Advisors, Inc. | 5.09% | Reduce -16.7% | 21,366 | $7.8M |
| Randall & Associates Wealth Management | 5.95% | Add +15.6% | 21,137 | $7.7M |
| Choreo, LLC | 0.11% | Reduce -10.5% | 21,058 | $7.7M |
| FSC Wealth Advisors, LLC | 4.81% | Add +144.3% | 20,821 | $7.6M |
| Accredited Investors Inc. | 0.45% | Reduce -0.2% | 20,670 | $7.6M |
| Win Advisors, Inc. | 3.58% | New | 20,259 | $7.4M |
| Waverly Advisors, LLC | 0.08% | Reduce -17.6% | 20,135 | $7.4M |
| Silver Oak Securities, Incorporated | 0.61% | Add +23.1% | 19,978 | $7.3M |
| Avidian Wealth Enterprises, LLC | 0.29% | Reduce -0.0% | 19,684 | $7.2M |
| AE Wealth Management LLC | 0.05% | Add +181.1% | 19,589 | $7.2M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -0.1% | 19,477 | $7.1M |
| Joel Isaacson & Co., LLC | 0.29% | No change | 19,437 | $7.1M |
| Gladwyn Financial Advisors, Inc. | 5.42% | — | 19,126 | $7.0M |
| Wells Financial Advisors INC | 9.62% | Reduce -0.1% | 19,123 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +36.6% | 18,659 | $6.8M |
| American Financial & Tax Strategies Inc. | 3.44% | Reduce -0.4% | 18,184 | $6.7M |
| Vanguard Group Inc. | 0.00% | Add +22.5% | 16,577 | $6.1M |
| GeoWealth Management, LLC | 0.23% | Add +27.1% | 16,377 | $6.0M |
| Litman Gregory Wealth Management LLC | 0.47% | No change | 16,230 | $5.9M |
| Global Retirement Partners, LLC | 0.15% | — | 16,189 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.1% | 15,860 | $5.8M |
| Mathes Company, Inc. | 2.16% | No change | 15,790 | $5.8M |
| Citigroup Inc. | 0.00% | Add +4994.3% | 15,283 | $5.6M |
| Carr Financial Group Corp | 1.63% | Add +209.3% | 15,090 | $5.5M |
| Harbour Investments, Inc. | 0.14% | Add +7.4% | 15,059 | $5.5M |
| Sicart Associates LLC | 1.87% | Reduce -7.0% | 14,628 | $5.4M |
| EverSource Wealth Advisors, LLC | 0.24% | Reduce -6.5% | 14,215 | $5.2M |
| Brookstone Capital Management | 0.07% | Add +6.0% | 14,196 | $5.2M |
| Baring Financial LLC | 3.86% | Add +7.8% | 14,121 | $5.2M |
| Ethos Financial Group, LLC | 0.44% | Reduce -4.0% | 13,999 | $5.1M |
| Fiduciary Alliance LLC | 0.36% | New | 13,177 | $4.8M |
| Flagship Private Wealth, LLC | 2.05% | Add +3.8% | 13,150 | $4.8M |
| Ifrah Financial Services, Inc. | 1.31% | Reduce -2.2% | 13,143 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -1.1% | 13,120 | $4.8M |
| GTS Securities LLC | 0.21% | New | 13,079 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +55.4% | 12,921 | $4.7M |
| Jackson Wealth Management, LLC | 0.51% | New | 12,895 | $4.7M |
| Advisory Services Network, LLC | 0.07% | Reduce -2.1% | 12,233 | $4.7M |
| Breakwater Investment Management | 1.79% | Reduce -6.6% | 12,669 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +10.8% | 12,527 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +1.4% | 12,504 | $4.6M |
| CPC Advisors, LLC | 0.57% | Add +1507.1% | 12,391 | $4.5M |
| Strategic Financial Partners, Ltd. | 2.09% | Add +0.3% | 12,273 | $4.5M |
| Tactive Advisors, LLC | 1.44% | — | 12,130 | $4.4M |
| Novem Group | 0.55% | Add +3.4% | 11,897 | $4.4M |
| Atria Investments, Inc | 0.05% | Add +26.7% | 11,636 | $4.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -9.4% | 11,614 | $4.3M |
| Insigneo Advisory Services, LLC | 0.36% | Add +9.5% | 11,542 | $4.2M |
| Gateway Wealth Partners, LLC | 0.78% | Add +25.1% | 11,248 | $4.1M |
| Bawa N Mallick Trust | 1.66% | No change | 11,004 | $4.0M |
| Renaissance Technologies | 0.01% | New | 10,900 | $4.0M |
| Sharkey, Howes & Javer | 0.53% | Reduce -4.4% | 10,722 | $3.9M |
| Fisher Asset Management | 0.00% | Reduce -20.3% | 10,698 | $3.9M |
| Milestone Asset Management Group, LLC | 2.88% | Add +5.7% | 10,617 | $3.9M |
| Forum Private Client Group LLC | 1.50% | Add +4.4% | 10,600 | $3.9M |
| IFP Advisors, Inc | 0.11% | Reduce -2.2% | 10,597 | $3.9M |
| Encompass Wealth Advisors, LLC | 1.41% | Reduce -0.7% | 10,511 | $3.8M |
| Citadel Advisors | 0.00% | New | 10,498 | $3.8M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -8.8% | 10,470 | $3.8M |
| Pinnacle Bancorp, Inc. | 1.17% | No change | 10,344 | $3.8M |
| Silverlake Wealth Management LLC | 1.09% | Add +13.9% | 10,091 | $3.7M |
| WNY Asset Management, LLC | 0.41% | Add +19.7% | 10,065 | $3.7M |
| AQR Capital Management | 0.00% | Add +162.0% | 10,035 | $3.7M |
| Worth Asset Management, LLC | 1.81% | Add +63.7% | 10,010 | $3.7M |
| Consolidated Portfolio Review Corp | 0.51% | Reduce -2.6% | 9,981 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.0% | 9,937 | $3.6M |
| Sheridan Capital Management, LLC | 2.51% | Add +5.0% | 9,927 | $3.6M |
| World Investment Advisors | 0.08% | Add +7.4% | 9,904 | $3.6M |
| Horizon Investment Services, LLC | 1.59% | Reduce -3.8% | 9,897 | $3.6M |
| Pillar Financial Advisors, LLC | 2.46% | Reduce -1.4% | 9,741 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -77.4% | 9,567 | $3.5M |
| Checchi Capital Advisers, LLC | 0.24% | Reduce -9.6% | 9,503 | $3.5M |
| Breakwater Capital Group | 0.56% | Add +4.6% | 9,379 | $3.4M |
| Silicon Valley Capital Partners | 0.36% | Reduce -0.7% | 9,356 | $3.4M |
| Main Street Financial Solutions, LLC | 0.25% | Reduce -0.3% | 9,304 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +2.2% | 9,200 | $3.4M |
| Simplicity Wealth,LLC | 0.14% | New | 9,192 | $3.4M |
| Integrity Alliance, Llc. | 0.18% | Reduce -17.4% | 9,109 | $3.3M |
| Ballentine Partners, LLC | 0.05% | Reduce -2.0% | 9,058 | $3.3M |
| 1900 Wealth Management LLC | 0.25% | Reduce -0.5% | 9,043 | $3.3M |
| Accretive Wealth Partners, LLC | 1.08% | No change | 9,000 | $3.3M |
| Hilltop Wealth Advisors, LLC | 1.81% | Reduce -2.4% | 8,806 | $3.2M |
| Kera Capital Partners, Inc. | 0.64% | Add +298.0% | 8,804 | $3.2M |
| CoreCap Advisors, LLC | 0.13% | Add +7.7% | 8,741 | $3.2M |
| MAI Capital Management | 0.02% | Reduce -11.8% | 8,721 | $3.2M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -49.3% | 8,694 | $3.2M |
| Colorado Capital Management, Inc. | 1.36% | Add +4.5% | 8,690 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.40% | Add +15.8% | 8,656 | $3.2M |
| Spirepoint Private Client, LLC | 0.36% | Reduce -6.8% | 8,645 | $3.2M |
| TD Private Client Wealth LLC | 0.08% | Add +7.5% | 8,480 | $3.1M |
| Sowell Financial Services LLC | 0.13% | Reduce -0.4% | 8,465 | $3.1M |
| Bank of Hawaii | 0.16% | Add +4.0% | 8,447 | $3.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +2.4% | 8,241 | $3.0M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -12.9% | 8,151 | $3.0M |
| IHT Wealth Management, LLC | 0.08% | Add +14.1% | 8,014 | $2.9M |
| Americana Partners, LLC | 0.10% | No change | 7,997 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Add +0.0% | 7,852 | $2.9M |
| Plan Group Financial, LLC | 0.94% | Add +125.2% | 7,808 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.8% | 7,665 | $2.8M |
| Prosperity Wealth Management, Inc. | 1.03% | Reduce -23.6% | 7,554 | $2.8M |
| Nwam LLC | 0.16% | Reduce -3.5% | 7,270 | $2.8M |
| Fischer Investment Strategies, LLC | 1.81% | Reduce -14.9% | 7,352 | $2.7M |
| Financial Life Planners | 2.17% | Add +2.5% | 7,297 | $2.7M |
| Fortune 45 LLC | 1.54% | Add +2.1% | 7,288 | $2.7M |
| Griffin Asset Management, Inc. | 0.31% | Add +92.5% | 7,284 | $2.7M |
| Good Life Advisors, LLC | 0.16% | Reduce -0.3% | 7,005 | $2.6M |
| Money Concepts Capital Corp. | 0.17% | Add +7.9% | 6,942 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.56% | Add +42.2% | 6,830 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +13.6% | 6,781 | $2.5M |
| Mayfair Advisory Group, LLC | 1.16% | Add +673.8% | 6,361 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -18.2% | 6,664 | $2.4M |
| Dopkins Wealth Management, LLC | 1.09% | Add +1.7% | 6,651 | $2.4M |
| Eagle Strategies LLC | 0.37% | Add +7.4% | 6,630 | $2.4M |
| Francis Financial, Inc. | 0.56% | New | 6,557 | $2.4M |
| N.E.W. Advisory Services LLC | 0.23% | Reduce -2.8% | 6,512 | $2.4M |
| Bessemer Group Inc. | 0.00% | Add +1.2% | 6,474 | $2.4M |
| Fearless Solutions, LLC dba Best Invest | 1.66% | Reduce -0.8% | 6,469 | $2.4M |
| Mgo One Seven LLC | 0.08% | Add +0.4% | 6,431 | $2.4M |
| Sound Income Strategies, LLC | 0.13% | Add +11.6% | 6,426 | $2.4M |
| Plancorp, LLC | 0.08% | No change | 6,382 | $2.3M |
| Spire Wealth Management | 0.08% | Add +76.6% | 6,356 | $2.3M |
| Causey Wealth LLC | 1.18% | No change | 6,250 | $2.3M |
| Rik Saylor Financial, Inc. | 1.76% | Reduce -0.5% | 6,237 | $2.3M |
| MidAtlantic Capital Management, Inc. | 1.62% | Add +10.1% | 6,220 | $2.3M |
| Cherry Creek Investment Advisors, Inc. | 1.06% | Reduce -1.6% | 6,175 | $2.3M |
| Savvy Advisors, Inc. | 0.15% | New | 6,104 | $2.2M |
| Avant Capital LLC | 1.72% | Add +0.0% | 6,052 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.67% | Reduce -11.2% | 6,018 | $2.2M |
| Berger Financial Group, Inc | 0.14% | Add +4.4% | 6,016 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.31% | No change | 6,008 | $2.2M |
| HUB Investment Partners, LLC | 0.08% | Reduce -2.3% | 6,006 | $2.2M |
| Finward Bancorp | 1.73% | Add +2.7% | 5,985 | $2.2M |
| Regal Investment Advisors LLC | 0.16% | Reduce -6.4% | 5,918 | $2.2M |
| StoneX Group Inc. | 0.10% | Add +0.6% | 5,850 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.0% | 5,846 | $2.1M |
| &partners | 0.02% | Reduce -7.3% | 5,846 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -94.0% | 5,837 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +11.8% | 5,696 | $2.1M |
| Pathway Financial Advisers, LLC | 0.67% | Add +5.7% | 5,669 | $2.1M |
| Kovack Advisors, Inc. | 0.20% | Reduce -38.0% | 5,590 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.55% | Reduce -0.7% | 5,576 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Add +8.0% | 5,360 | $2.0M |
| Keybank National Association | 0.01% | Add +0.5% | 5,449 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +13.6% | 5,337 | $2.0M |
| Sovereign Financial Group, Inc. | 0.39% | Reduce -0.3% | 5,195 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +1.3% | 5,129 | $1.9M |
| Brendel Financial Advisors LLC | 1.05% | New | 5,107 | $1.9M |
| Continuum Advisory, LLC | 0.22% | Add +1.7% | 5,088 | $1.9M |
| Gilliland Jeter Wealth Management LLC | 0.61% | No change | 5,079 | $1.9M |
| Accurate Wealth Management, LLC | 0.28% | Add +35.7% | 4,997 | $1.8M |
| Bowman & Co S.C. | 0.81% | No change | 4,941 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -7.6% | 4,884 | $1.8M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -14.7% | 4,881 | $1.8M |
| Lazari Capital Management, Inc. | 0.66% | Add +1.2% | 4,804 | $1.8M |
| Hershey Financial Advisers, LLC | 1.56% | — | 4,754 | $1.7M |
| Procyon Advisors, LLC | 0.16% | Reduce -14.2% | 4,724 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -1.8% | 4,641 | $1.7M |
| Almanack Investment Partners, LLC. | 0.27% | New | 4,619 | $1.7M |
| High Net Worth Advisory Group LLC | 0.44% | Add +5.6% | 4,582 | $1.7M |
| Florida Financial Advisors, LLC | 0.40% | Add +30.6% | 4,507 | $1.7M |
| Efficient Advisors, LLC | 0.10% | New | 4,505 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +7.0% | 4,481 | $1.6M |
| LifePlan Financial, LLC | 1.36% | Reduce -1.0% | 4,474 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +82.7% | 4,466 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -2.8% | 4,454 | $1.6M |
| Blue Trust, Inc. | 0.02% | No change | 4,436 | $1.6M |
| Willner & Heller, LLC | 1.36% | Reduce -0.3% | 4,402 | $1.6M |
| Westbourne Investments, Inc. | 0.86% | Reduce -1.9% | 4,384 | $1.6M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 4,335 | $1.6M |
| Brown Advisory Inc. | 0.00% | Reduce -5.9% | 4,331 | $1.6M |
| Eclectic Associates Inc. | 0.34% | Reduce -15.9% | 4,327 | $1.6M |
| LongView Wealth Management | 0.48% | Add +2.6% | 4,305 | $1.6M |
| Sovran Advisors, LLC | 0.16% | Reduce -21.6% | 4,253 | $1.6M |
| Old National Bancorp | 0.03% | Add +4.7% | 4,218 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.14% | No change | 4,202 | $1.5M |
| Fee-Only Financial Planning, L.C. | 0.95% | No change | 4,200 | $1.5M |
| Balanced Rock Investment Advisors LLC | 1.21% | Reduce -25.2% | 4,198 | $1.5M |
| Argent Trust Co | 0.06% | No change | 4,177 | $1.5M |
| First International Bank of Israel Ltd. | 0.89% | — | 4,148 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -24.1% | 4,123 | $1.5M |
| D. E. Shaw & Co. | 0.00% | New | 4,095 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +49.9% | 4,081 | $1.5M |
| Cwm, LLC | 0.01% | Add +33.7% | 4,077 | $1.5M |
| SCS Capital Management LLC | 0.02% | No change | 4,038 | $1.5M |
| Allworth Financial LP | 0.01% | Add +12.0% | 4,022 | $1.5M |
| Betterment LLC | 0.00% | Reduce -13.4% | 4,009 | $1.5M |
| Venturi Wealth Management, LLC | 0.07% | New | 4,000 | $1.5M |
| Hollencrest Capital Management | 0.06% | No change | 4,000 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -3.4% | 3,991 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 3,961 | $1.5M |
| Liberty Wealth Management LLC | 0.23% | Reduce -8.2% | 3,940 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +204.9% | 3,930 | $1.4M |
| Oxbow Advisors, LLC | 0.16% | No change | 3,920 | $1.4M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -7.3% | 3,830 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Reduce -4.7% | 3,867 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +95.0% | 3,848 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -50.3% | 3,843 | $1.4M |
| Capital Squared Financial LLC | 1.63% | — | 3,829 | $1.4M |
| Elevation Capital Advisory, LLC | 0.56% | New | 3,820 | $1.4M |
| FRG Family Wealth Advisors LLC | 0.24% | No change | 3,803 | $1.4M |
| Certuity, LLC | 0.13% | Add +0.1% | 3,791 | $1.4M |
| Keystone Financial Group | 0.13% | Add +12.6% | 3,771 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.4M |
| LifeSteps Financial, Inc. | 0.94% | Reduce -1.3% | 3,741 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -28.8% | 3,667 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -5.0% | 3,632 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -6.6% | 3,842 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.16% | Reduce -22.2% | 3,614 | $1.3M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -0.7% | 3,598 | $1.3M |
| Choate Investment Advisors | 0.03% | No change | 3,598 | $1.3M |
| Echo Wealth Management, LLC | 0.80% | No change | 3,574 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +7.8% | 3,568 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +135.5% | 3,566 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.1% | 3,548 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | New | 3,541 | $1.3M |
| Hoffman, Alan N Investment Management | 0.64% | Reduce -2.4% | 3,519 | $1.3M |
| Sage Mountain Advisors LLC | 0.08% | No change | 3,485 | $1.3M |
| Advisory Alpha, LLC | 0.04% | Add +143.8% | 3,482 | $1.3M |
| Diversify Advisory Services, LLC | 0.05% | Add +17.8% | 3,277 | $1.3M |
| Financial Advocates Investment Management | 0.10% | Reduce -35.0% | 3,430 | $1.3M |
| Avestar Capital, LLC | 0.09% | Reduce -45.9% | 3,420 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.15% | New | 3,408 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | New | 3,368 | $1.2M |
| Crown Wealth Group, LLC | 0.45% | Add +8.5% | 3,302 | $1.2M |
| Midwest Trust Co | 0.02% | — | 3,240 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -0.6% | 3,213 | $1.2M |
| Modern Wealth Management, LLC | 0.03% | Add +84.4% | 3,201 | $1.2M |
| M3 Advisory Group, LLC | 0.81% | Add +39.3% | 3,200 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.1% | 3,193 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.9% | 3,148 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +69.1% | 5,458 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Add +14.7% | 3,092 | $1.1M |
| Summit X, LLC | 0.20% | Add +140.0% | 3,000 | $1.1M |
| Nautilus Advisors LLC | 0.81% | No change | 3,000 | $1.1M |
| Detalus Advisors, LLC | 0.32% | No change | 2,991 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +3.4% | 2,980 | $1.1M |
| Investment Planning Advisors, Inc. | 0.38% | Add +3.4% | 2,974 | $1.1M |
| Client 1ST Advisory Group, LLC | 0.39% | No change | 2,936 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Add +11.2% | 2,911 | $1.1M |
| Well Done, LLC | 0.20% | No change | 2,898 | $1.1M |
| Calton & Associates, Inc. | 0.18% | New | 2,878 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -7.1% | 2,861 | $1.0M |
| Vigilare Wealth Management | 0.39% | Reduce -64.0% | 2,845 | $1.0M |
| Weaver Consulting Group | 0.28% | Reduce -6.9% | 2,786 | $1.0M |
| Legacy Financial Advisors, Inc. | 0.16% | Add +5.3% | 2,771 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | No change | 2,698 | $988K |
| Hartline Investment Corp./ | 0.11% | Reduce -3.6% | 2,690 | $985K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.3% | 2,650 | $970K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -2.8% | 2,633 | $964K |
| Fort Sheridan Advisors LLC | 0.14% | Add +76.2% | 2,626 | $962K |
| Parsons Capital Management Inc. | 0.06% | Reduce -9.2% | 2,625 | $961K |
| VestGen Advisors, LLC | 0.04% | No change | 2,624 | $961K |
| RFP Financial Group LLC | 0.40% | Reduce -98.2% | 2,621 | $960K |
| Tme Financial, Inc. | 0.77% | Add +71.1% | 2,603 | $953K |
| Larson Financial Group LLC | 0.04% | Add +473.8% | 2,588 | $948K |
| Retirement Guys Formula LLC | 0.36% | Reduce -3.5% | 2,586 | $947K |
| Prestige Wealth Management Group LLC | 0.19% | No change | 2,562 | $939K |
| Principal Securities, Inc. | 0.02% | Add +13.4% | 2,548 | $933K |
| Geneos Wealth Management Inc. | 0.02% | Add +129.3% | 2,536 | $929K |
| Ridgepath Capital Management LLC | 0.42% | No change | 2,496 | $914K |
| Quent Capital, LLC | 0.09% | Add +34.4% | 2,488 | $911K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +5.6% | 2,476 | $907K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -7.1% | 2,474 | $906K |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -1.3% | 2,472 | $905K |
| Wescott Financial Advisory Group, LLC | 0.09% | No change | 2,466 | $903K |
| Avalon Trust Co | 0.07% | No change | 2,450 | $897K |
| CENTRAL TRUST Co | 0.02% | No change | 2,432 | $891K |
| Private Wealth Group, LLC | 0.47% | No change | 2,418 | $885K |
| CAP Partners, LLC | 0.55% | Add +56.4% | 2,404 | $880K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +3.0% | 2,400 | $879K |
| National Wealth Management Group, LLC | 0.49% | Add +2.5% | 2,389 | $875K |
| Tudor Investment Corporation | 0.01% | Reduce -65.3% | 2,380 | $871K |
| Summit Investment Advisory Services, LLC | 0.38% | Add +0.6% | 2,361 | $865K |
| Fortis Group Advisors, LLC | 0.16% | Add +6.7% | 2,264 | $862K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.1% | 2,347 | $859K |
| Squire Investment Management Company, LLC | 0.31% | No change | 2,325 | $851K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.2% | 2,296 | $841K |
| Richardson Financial Services Inc. | 0.56% | Add +28.3% | 2,307 | $836K |
| Financial Management Network Inc. | 0.15% | Add +0.6% | 2,263 | $835K |
| Bank of Montreal | 0.00% | Reduce -7.2% | 2,276 | $834K |
| Cary Street Partners Financial LLC | 0.02% | Add +7.2% | 2,246 | $823K |
| Dana Investment Advisors, Inc. | 0.03% | Add +2.0% | 2,190 | $802K |
| SBI Securities Co., Ltd. | 0.02% | Add +7.4% | 2,185 | $800K |
| Wagner Wealth Management, LLC | 0.18% | Reduce -3.4% | 2,160 | $791K |
| Rolek Wealth Management LLC | 0.68% | Add +11.2% | 2,148 | $786K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.4% | 2,117 | $775K |
| Graney & King, LLC | 0.52% | No change | 2,111 | $773K |
| City State Bank | 0.24% | Add +1.7% | 2,096 | $767K |
| L.M. Kohn & Company | 0.20% | New | 2,049 | $750K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -3.4% | 2,042 | $748K |
| Buttonwood Financial Advisors Inc. | 0.30% | Reduce -1.4% | 2,034 | $745K |
| Pinion Investment Advisors, LLC | 0.25% | Add +7.8% | 2,018 | $739K |
| Summit Wealth Partners, LLC | 0.14% | No change | 2,012 | $737K |
| Altfest L J & Co. Inc. | 0.09% | Add +3.2% | 2,007 | $735K |
| First Trust Advisors LP | 0.00% | New | 1,999 | $732K |
| Owen LaRue, LLC | 0.31% | Add +5.0% | 1,993 | $730K |
| PrairieView Partners, LLC | 0.07% | No change | 1,988 | $727K |
| Serenus Wealth Advisors, LLC | 0.12% | No change | 1,970 | $721K |
| Synergy Investment Management, LLC | 0.43% | Reduce -1.9% | 1,940 | $710K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 1,911 | $700K |
| FF Advisors,LLC | 0.36% | No change | 1,906 | $698K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.4% | 1,903 | $697K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 1,896 | $694K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 1,895 | $694K |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | Reduce -3.4% | 1,885 | $690K |
| Park Avenue Securities LLC | 0.01% | Add +3.2% | 1,885 | $690K |
| VSM Wealth Advisory, LLC | 0.23% | Add +82.0% | 1,866 | $683K |
| Acorn Financial Advisory Services Inc. | 0.11% | No change | 1,850 | $677K |
| Capital Investment Counsel, LLC | 0.10% | New | 1,831 | $670K |
| Stonebridge Financial Planning Group, LLC | 0.28% | No change | 1,829 | $670K |
| Private Trust Co. NA | 0.06% | Add +183.7% | 1,827 | $669K |
| Smith, Moore & Co. | 0.06% | Add +4.3% | 1,826 | $668K |
| LS Investment Advisors, LLC | 0.10% | Reduce -9.9% | 1,825 | $668K |
| Measured Wealth Private Client Group, LLC | 0.20% | Reduce -1.6% | 1,808 | $662K |
| Rodgers & Associates, LTD | 0.07% | Reduce -1.5% | 1,808 | $662K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +5.9% | 1,800 | $659K |
| Quantinno Capital Management LP | 0.00% | Add +34.1% | 1,797 | $658K |
| DT Investment Partners, LLC | 0.06% | Add +1248.1% | 1,793 | $657K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -4.2% | 1,790 | $655K |
| Signal Advisors Wealth, LLC | 0.05% | Add +54.9% | 1,786 | $654K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -2.0% | 1,783 | $653K |
| Berkshire Money Management, Inc. | 0.07% | New | 1,782 | $653K |
| BCO Wealth Management LLC | 0.47% | No change | 1,789 | $652K |
| Centurion Wealth Management LLC | 0.19% | New | 1,770 | $648K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -5.3% | 1,763 | $646K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,718 | $629K |
| Cibc World Market Inc. | 0.00% | Add +25.8% | 1,704 | $624K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $622K |
| Latitude Advisors, LLC | 0.31% | No change | 1,698 | $622K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.1% | 1,619 | $616K |
| Beaumont Asset Management, L.L.C. | 0.33% | New | 1,679 | $615K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 1,671 | $612K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +58.1% | 1,663 | $609K |
| Mfa Wealth Advisors, LLC | 0.14% | Reduce -51.0% | 1,646 | $603K |
| Financial Freedom, LLC | 0.32% | No change | 1,646 | $603K |
| Westmount Partners, LLC | 0.17% | No change | 1,646 | $603K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.0% | 1,642 | $601K |
| Western Wealth Management, LLC | 0.04% | Add +0.4% | 1,636 | $599K |
| CreativeOne Wealth, LLC | 0.02% | Add +14.0% | 1,628 | $596K |
| Camarda Financial Advisors, LLC | 0.23% | New | 1,625 | $595K |
| Empower Advisory Group, LLC | 0.00% | Add +8.1% | 1,623 | $594K |
| MPWM Advisory Solutions, LLC | 0.37% | No change | 1,606 | $588K |
| Embree Financial Group | 0.09% | Reduce -12.7% | 1,600 | $586K |
| Legacy Advisory Services, LLC | 0.46% | Reduce -7.5% | 1,595 | $584K |
| HBW Advisory Services LLC | 0.07% | Add +4.7% | 1,580 | $578K |
| Berkshire Asset Management LLC | 0.03% | Reduce -8.5% | 1,572 | $576K |
| Maryland Capital Advisors Inc. | 0.23% | No change | 1,570 | $575K |
| AlphaCore Capital LLC | 0.02% | Add +49.1% | 1,561 | $572K |
| Traphagen Investment Advisors LLC | 0.05% | No change | 1,552 | $568K |
| Carroll Investors, Inc | 0.30% | Add +1.2% | 1,549 | $567K |
| PFG Investments, LLC | 0.03% | Add +7.3% | 1,545 | $566K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -31.2% | 1,544 | $565K |
| JGP Wealth Management, LLC | 0.07% | Reduce -4.9% | 1,540 | $564K |
| Pacific Point Advisors, LLC | 0.30% | No change | 1,526 | $559K |
| Roundview Capital LLC | 0.04% | No change | 1,520 | $557K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -14.2% | 1,519 | $556K |
| McAdam, LLC | 0.03% | Add +11.0% | 1,518 | $556K |
| Stonegate Investment Group, LLC | 0.01% | Add +16.2% | 1,503 | $550K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $549K |
| Aurora Private Wealth, Inc. | 0.40% | Reduce -0.5% | 1,491 | $546K |
| Maridea Wealth Management LLC | 0.14% | Add +45.3% | 1,488 | $545K |
| RDA Financial Network | 0.15% | Reduce -2.5% | 1,488 | $545K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -4.6% | 1,486 | $544K |
| Accel Wealth Management | 0.18% | Add +17.2% | 1,485 | $544K |
| Balefire, LLC | 0.12% | New | 1,472 | $539K |
| Flow Traders U.S. LLC | 0.02% | New | 1,473 | $539K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -5.2% | 1,471 | $539K |
| CVA Family Office, LLC | 0.07% | Add +7.0% | 1,458 | $534K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -2.0% | 1,454 | $532K |
| Bell Bank | 0.02% | Reduce -6.7% | 1,451 | $531K |
| Private Client Services, LLC | 0.21% | Add +3.6% | 1,450 | $531K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,443 | $528K |
| Optivise Advisory Services LLC | 0.27% | Add +7.7% | 1,441 | $528K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.6% | 1,440 | $527K |
| Rothschild Wealth LLC | 0.13% | No change | 1,421 | $520K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -6.1% | 1,363 | $520K |
| Global Trust Asset Management, LLC | 0.28% | Reduce -12.4% | 1,415 | $518K |
| Platform Technology Partners | 0.13% | No change | 1,407 | $515K |
| Quotient Wealth Partners, LLC | 0.02% | Add +0.1% | 1,404 | $514K |
| Simmons Bank | 0.04% | No change | 1,400 | $513K |
| CVFG LLC | 0.40% | Add +1.5% | 1,390 | $509K |
| SOA Wealth Advisors, LLC. | 0.09% | No change | 1,385 | $507K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +2.2% | 1,326 | $488K |
| Pennington Partners & Co., LLC | 0.26% | New | 1,329 | $487K |
| Mindset Wealth Management, LLC | 0.16% | No change | 1,330 | $487K |
| Investors Research Corp | 0.10% | Reduce -0.5% | 1,323 | $484K |
| CWC Advisors, LLC. | 0.24% | No change | 1,288 | $472K |
| LWM Advisors Inc. | 0.53% | No change | 1,284 | $470K |
| ProVise Management Group, LLC | 0.04% | Add +0.3% | 1,284 | $470K |
| Headlands Technologies LLC | 0.06% | Add +248.5% | 1,279 | $468K |
| Howe & Rusling Inc. | 0.03% | No change | 1,260 | $461K |
| Arax Advisory Partners | 0.02% | Add +15.0% | 292 | $461K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $458K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +77.8% | 1,248 | $457K |
| First Affirmative Financial Network | 0.23% | No change | 1,243 | $455K |
| Oarsman Capital, Inc. | 0.07% | Reduce -0.2% | 1,242 | $455K |
| Intellus Advisors LLC | 0.07% | New | 1,237 | $453K |
| Keb Asset Management, LLC | 0.11% | No change | 1,235 | $452K |
| Cloud Capital Management, LLC | 0.28% | No change | 1,186 | $449K |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 1,226 | $449K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.8% | 1,224 | $448K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -55.2% | 1,216 | $445K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -7.6% | 1,216 | $445K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +0.1% | 1,169 | $441K |
| Wedmont Private Capital | 0.02% | Add +45.8% | 1,182 | $437K |
| Regions Financial Corp. | 0.00% | Add +14.6% | 1,191 | $436K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 1,187 | $435K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | No change | 1,187 | $435K |
| Hughes Financial Services, LLC | 0.07% | No change | 1,137 | $434K |
| Fairscale Capital, LLC | 0.32% | Add +85.5% | 1,139 | $433K |
| Dahring | Cusmano LLC | 0.34% | Add +0.3% | 1,179 | $432K |
| Sterling Investment Counsel, LLC | 0.25% | Add +7.5% | 1,176 | $431K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.8% | 1,170 | $428K |
| Diversified Trust Co. | 0.01% | Reduce -2.9% | 1,170 | $428K |
| Trevian Wealth Management LLC | 0.26% | No change | 1,170 | $428K |
| Marathon Mission, Inc. | 0.27% | No change | 1,168 | $428K |
| Glenview Trust Co | 0.01% | No change | 1,161 | $425K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,159 | $425K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $421K |
| Cadence Bank | 0.03% | No change | 1,146 | $420K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -19.5% | 1,140 | $417K |
| Dover Advisors, LLC | 0.18% | No change | 1,131 | $414K |
| Heritage Investment Group, Inc. | 0.07% | No change | 1,130 | $414K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -18.1% | 1,127 | $413K |
| SpringVest Wealth Management LLC | 0.33% | No change | 1,125 | $412K |
| Wolverine Trading, LLC | 0.01% | Add +15.2% | 1,129 | $412K |
| Live Oak Investment Partners | 0.32% | Reduce -33.2% | 1,123 | $411K |
| United Advisor Group, LLC | 0.07% | Reduce -46.5% | 1,120 | $410K |
| MWA Asset Management | 0.25% | Reduce -3.7% | 1,112 | $407K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $401K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -7.1% | 1,095 | $401K |
| UMB Bank, n.a. | 0.01% | No change | 1,092 | $400K |
| Principle Wealth Partners LLC | 0.02% | New | 1,088 | $398K |
| Brighton Jones LLC | 0.01% | Add +0.5% | 1,086 | $398K |
| Simon Quick Advisors, LLC | 0.02% | No change | 1,085 | $397K |
| Intrua Financial, LLC | 0.06% | No change | 1,082 | $396K |
| Certified Advisory Corp | 0.04% | Reduce -5.6% | 1,065 | $390K |
| Sfm, LLC | 0.25% | No change | 1,059 | $388K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $388K |
| Comprehensive Financial Planning, Inc. | 0.30% | Add +0.1% | 1,049 | $384K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,045 | $383K |
| OxenFree Capital LLC | 0.23% | Reduce -1.5% | 1,042 | $382K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -2.4% | 1,041 | $381K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 1,039 | $381K |
| Haverford Trust Co | 0.00% | No change | 1,035 | $379K |
| Wealth Group Ltd | 0.10% | Add +1.7% | 1,034 | $378K |
| CGN Advisors LLC | 0.03% | Reduce -1.5% | 1,032 | $378K |
| Natural Investments, LLC | 0.10% | No change | 1,032 | $377K |
| Apexium Financial, LP | 0.02% | Add +26.4% | 1,025 | $376K |
| Monument Group Wealth Advisors, LLC | 0.23% | No change | 1,019 | $373K |
| BNP Paribas Financial Markets | 0.00% | New | 1,017 | $372K |
| Leeward Financial Partners, LLC | 0.12% | New | 1,013 | $371K |
| Landaas & Co. /Wi | 0.09% | New | 1,010 | $370K |
| Lauterbach Financial Advisors, LLC | 0.20% | No change | 1,007 | $369K |
| Swisher Financial Concepts, Inc. | 0.24% | New | 1,004 | $368K |
| XML Financial, LLC | 0.03% | New | 1,003 | $367K |
| Harvest Investment Services, LLC | 0.08% | New | 1,002 | $367K |
| Ascent Group, LLC | 0.01% | Reduce -1.1% | 996 | $365K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 995 | $364K |
| Prudent Man Investment Management, Inc. | 0.20% | No change | 1,060 | $364K |
| Channel Wealth LLC | 0.10% | Add +0.4% | 994 | $364K |
| Commerce Bank | 0.00% | No change | 994 | $364K |
| Richmond Investment Services, LLC | 0.08% | New | 990 | $363K |
| Provenance Wealth Advisors, LLC | 0.05% | New | 983 | $360K |
| GSG Advisors LLC | 0.10% | No change | 981 | $359K |
| Vertex Planning Partners, LLC | 0.07% | No change | 980 | $359K |
| Mitchell Capital Management Co. | 0.07% | No change | 957 | $358K |
| Aspen Wealth Management LLC | 0.09% | No change | 975 | $357K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 974 | $357K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.9% | 967 | $354K |
| Strategic Blueprint, LLC | 0.02% | Reduce -57.2% | 964 | $353K |
| Trexquant Investment LP | 0.00% | Add +8.1% | 963 | $353K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 962 | $352K |
| Oppenheimer & Co. Inc. | 0.00% | Add +21.1% | 953 | $349K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -17.9% | 948 | $347K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -24.7% | 938 | $344K |
| TFR Capital, LLC. | 0.12% | Reduce -3.3% | 937 | $343K |
| Gotham Asset Management | 0.00% | No change | 936 | $343K |
| 49 Wealth Management, LLC | 0.04% | Reduce -0.3% | 928 | $340K |
| Wealthstar Advisors, LLC | 0.13% | No change | 927 | $339K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 922 | $338K |
| Townsquare Capital LLC | 0.03% | Reduce -81.6% | 918 | $336K |
| St Germain D J Co. Inc. | 0.01% | Add +4.6% | 918 | $336K |
| Crowley Wealth Management, Inc. | 0.31% | Add +5.3% | 917 | $336K |
| Stark Wealth Management LLC | 0.48% | Add +0.2% | 913 | $334K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -1.5% | 910 | $333K |
| First National Advisers, LLC | 0.05% | New | 910 | $333K |
| Planning Directions Inc. | 0.19% | Reduce -2.5% | 905 | $331K |
| Northeast Financial Consultants Inc | 0.01% | No change | 904 | $331K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Reduce -2.6% | 899 | $329K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 895 | $328K |
| Clarion Wealth Managment Partners, LLC | 0.36% | — | 893 | $327K |
| 180 Wealth Advisors, LLC | 0.05% | No change | 884 | $324K |
| Ritholtz Wealth Management | 0.01% | Add +10.9% | 884 | $324K |
| Sequent Planning LLC | 0.10% | Add +4.5% | 878 | $322K |
| Maia Wealth LLC | 0.06% | Reduce -6.0% | 870 | $319K |
| Palisade Asset Management, LLC | 0.03% | No change | 868 | $318K |
| Anchor Investment Management, LLC | 0.03% | No change | 868 | $318K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.9% | 868 | $318K |
| Zacks Investment Management | 0.00% | Add +5.9% | 861 | $315K |
| Peak Retirement Planning, Inc. | 0.13% | New | 858 | $314K |
| Copia Wealth Management | 0.27% | Reduce -14.4% | 858 | $314K |
| Rf&l Wealth Management, LLC | 0.20% | No change | 855 | $313K |
| Mason & Associates, LLC | 0.08% | No change | 855 | $313K |
| Dunhill Financial, LLC | 0.09% | Reduce -13.9% | 847 | $310K |
| Sollinda Capital Management LLC | 0.08% | No change | 844 | $309K |
| Summit Financial, LLC | 0.01% | No change | 841 | $308K |
| BCS Wealth Management | 0.07% | No change | 835 | $306K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -12.2% | 837 | $306K |
| Root Financial Partners, LLC | 0.03% | Reduce -16.1% | 832 | $305K |
| AMG National Trust Bank | 0.01% | No change | 830 | $304K |
| Financial Alternatives, Inc | 0.20% | No change | 828 | $303K |
| JMG Financial Group, Ltd. | 0.01% | No change | 826 | $302K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -1.1% | 821 | $301K |
| Sunburst Financial Group, LLC | 0.07% | No change | 817 | $299K |
| Kingsman Wealth Management, Inc. | 0.19% | No change | 816 | $299K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 814 | $298K |
| Venture Visionary Partners LLC | 0.01% | No change | 806 | $295K |
| Provident Wealth Management, LLC | 0.10% | No change | 804 | $294K |
| Acute Investment Advisory, LLC | 2.39% | Reduce -85.1% | 800 | $293K |
| Mystic Asset Management, Inc. | 0.07% | No change | 800 | $293K |
| Total Investment Management Inc. | 0.04% | No change | 799 | $293K |
| Piedmont Capital Management, LLC | 0.17% | New | 792 | $290K |
| Manchester Financial Inc. | 0.06% | No change | 792 | $290K |
| DAVENPORT & Co LLC | 0.00% | Add +14.4% | 792 | $290K |
| Sunbelt Securities, Inc. | 0.03% | No change | 842 | $289K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 785 | $287K |
| Advisors Capital Management, LLC | 0.00% | Add +5.4% | 784 | $287K |
| Boreal Capital Management LLC | 0.27% | — | 780 | $286K |
| Davidson Trust Co. | 0.13% | Reduce -8.2% | 780 | $286K |
| Davidson Investment Advisors | 0.01% | Reduce -8.2% | 780 | $286K |
| First Financial Bankshares Inc | 0.01% | No change | 778 | $285K |
| Guidance Capital, Inc. | 0.08% | Add +0.5% | 766 | $285K |
| Brown Wealth Management, LLC | 0.09% | Add +10.4% | 777 | $284K |
| Pitcairn Co. | 0.02% | Reduce -35.4% | 776 | $284K |
| Wealth Management Nebraska | 0.04% | New | 773 | $282K |
| Legacy Investment Solutions, LLC | 0.15% | — | 762 | $279K |
| Legacy Wealth Managment, LLC | 0.15% | No change | 762 | $279K |
| Morton Capital Management LLC | 0.05% | No change | 758 | $278K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 753 | $276K |
| Titleist Asset Management, LLC | 0.03% | Add +4.6% | 748 | $274K |
| AlphaStar Capital Management, LLC | 0.02% | New | 745 | $273K |
| Advisor Resource Council | 0.13% | Reduce -69.6% | 745 | $273K |
| Welch Group, LLC | 0.01% | No change | 743 | $272K |
| FLP Wealth Management, LLC | 0.76% | New | 736 | $270K |
| Fielder Capital Group LLC | 0.07% | No change | 731 | $268K |
| Lakeshore Financial Planning, Inc. | 0.11% | No change | 721 | $264K |
| QRG Capital Management, Inc. | 0.00% | Reduce -52.1% | 719 | $263K |
| Signet Financial Management, LLC | 0.03% | No change | 717 | $263K |
| Aspiriant, LLC | 0.01% | No change | 714 | $262K |
| Ridgewood Investments LLC | 0.11% | No change | 713 | $261K |
| IFG Advisory, LLC | 0.01% | Reduce -30.4% | 709 | $260K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 708 | $259K |
| Rice Partnership, LLC | 0.04% | No change | 705 | $258K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -10.4% | 699 | $256K |
| Ameriflex Group, Inc. | 0.13% | Reduce -0.3% | 704 | $255K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 691 | $253K |
| Resurgent Financial Advisors LLC | 0.14% | Reduce -3.1% | 687 | $252K |
| Lloyd Advisory Services, LLC. | 0.12% | New | 687 | $251K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 685 | $251K |
| First Pacific Financial | 0.04% | No change | 683 | $250K |
| Gradient Investments LLC | 0.00% | Reduce -0.4% | 677 | $248K |
| Monetary Management Group Inc. | 0.06% | No change | 675 | $247K |
| Bridgewater Advisors Inc. | 0.02% | No change | 650 | $246K |
| Jericho Financial, LLP | 0.16% | Reduce -0.1% | 671 | $246K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +43.0% | 665 | $243K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 659 | $241K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 657 | $241K |
| Saiph Capital, LLC | 0.09% | New | 655 | $240K |
| Legacy Private Trust Co. | 0.02% | Reduce -10.3% | 655 | $240K |
| Scotia Capital Inc. | 0.00% | Reduce -14.2% | 653 | $239K |
| Invesco Ltd. | 0.00% | New | 651 | $238K |
| Liberty Square Wealth Partners LLC | 0.08% | New | 647 | $237K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | No change | 646 | $237K |
| HM Payson & Co. | 0.00% | No change | 646 | $237K |
| German American Bancorp, Inc. | 0.02% | New | 642 | $235K |
| Bristlecone Advisors, LLC | 0.02% | No change | 640 | $234K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Reduce -4.8% | 636 | $233K |
| Ballast, Inc. | 0.06% | New | 634 | $232K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 630 | $231K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 624 | $228K |
| Rockwood Wealth Management, LLC | 0.02% | New | 618 | $226K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 617 | $226K |
| KCM Investment Advisors LLC | 0.01% | New | 609 | $223K |
| International Private Wealth Advisors LLC | 0.19% | New | 601 | $220K |
| Financial Advisors Network, Inc. | 0.03% | New | 600 | $220K |
| Orin Green Financial, LLC | 0.09% | New | 595 | $218K |
| Daymark Wealth Partners, LLC | 0.01% | New | 593 | $217K |
| David Kennon Inc | 0.08% | New | 592 | $217K |
| Smithfield Trust Co | 0.01% | No change | 592 | $216K |
| Evergreen Capital Management LLC | 0.01% | New | 588 | $216K |
| OMNI 360 Wealth, Inc. | 0.13% | New | 587 | $215K |
| Dakota Wealth Management | 0.00% | New | 582 | $213K |
| Yarger Wealth Strategies, LLC | 0.11% | New | 579 | $212K |
| Johnson Financial Group, Inc. | 0.01% | New | 558 | $205K |
| Wallace Hart LLC | 0.16% | New | 556 | $204K |
| Annex Advisory Services, LLC | 0.00% | New | 548 | $201K |
| National Bank of Canada | 0.00% | Add +4.8% | 548 | $201K |
| Concord Wealth Partners | 0.03% | No change | 540 | $198K |
| Transce3nd, LLC | 0.08% | Add +6.7% | 524 | $192K |
| S.A. Mason LLC | 0.09% | No change | 514 | $188K |
| Christopher J. Hasenberg, Inc | 0.07% | New | 513 | $188K |
| Bangor Savings Bank | 0.02% | No change | 507 | $186K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -15.5% | 486 | $178K |
| Barclays PLC | 0.00% | Reduce -96.5% | 477 | $175K |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 452 | $166K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.5% | 434 | $159K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 429 | $157K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 399 | $146K |
| Center for Financial Planning, Inc. | 0.02% | No change | 370 | $135K |
| Activest Wealth Management | 0.03% | No change | 350 | $128K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +19.1% | 343 | $126K |
| POM Investment Strategies, LLC | 0.08% | No change | 318 | $116K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $110K |
| Park Square Financial Group, LLC | 0.08% | No change | 300 | $110K |
| Optimum Investment Advisors | 0.05% | No change | 300 | $110K |
| BlackRock, Inc. | 0.00% | Add +410.5% | 291 | $107K |
| Addison Advisors LLC | 0.03% | No change | 283 | $104K |
| Pittenger & Anderson Inc. | 0.00% | No change | 279 | $102K |
| Capital Analysts, LLC | 0.00% | No change | 272 | $100K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 263 | $96K |
| Eq Wealth Advisors, LLC | 0.06% | No change | 254 | $93K |
| SouthState Bank Corp | 0.00% | No change | 250 | $92K |
| Chesapeake Asset Management LLC | 0.08% | No change | 250 | $92K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 231 | $84K |
| First Community Trust NA | 0.07% | Reduce -50.0% | 223 | $82K |
| Truvestments Capital LLC | 0.02% | No change | 220 | $81K |
| Brooklyn Investment Group | 0.01% | No change | 218 | $80K |
| Financial Gravity Companies, Inc. | 0.02% | — | 217 | $79K |
| Allianz SE | 0.00% | No change | 216 | $79K |
| Alpine Bank Wealth Management | 0.01% | New | 209 | $77K |
| Bogart Wealth, LLC | 0.00% | No change | 207 | $76K |
| Rossby Financial, LCC | 0.03% | Reduce -3.8% | 205 | $75K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 201 | $74K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 200 | $73K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $73K |
| Arlington Trust Co LLC | 0.01% | No change | 200 | $73K |
| MV Capital Management, Inc. | 0.01% | Reduce -51.8% | 192 | $70K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 185 | $68K |
| Parkside Financial Bank & Trust | 0.01% | No change | 184 | $67K |
| Proathlete Wealth Management LLC | 0.02% | New | 176 | $64K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $63K |
| Winch Advisory Services, LLC | 0.01% | No change | 167 | $61K |
| Garde Capital, Inc. | 0.00% | No change | 160 | $59K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 150 | $55K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -6.3% | 150 | $55K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 148 | $54K |
| Community Bank, N.A. | 0.01% | New | 143 | $52K |
| MTM Investment Management, LLC | 0.02% | New | 140 | $51K |
| Signaturefd, LLC | 0.00% | Add +833.3% | 140 | $51K |
| Valued Wealth Advisors LLC | 0.03% | No change | 137 | $50K |
| Vestor Capital, LLC | 0.00% | Add +80.5% | 547 | $50K |
| Clearstead Advisors, LLC | 0.00% | Add +33.0% | 129 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +463.6% | 124 | $45K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 121 | $44K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -37.3% | 116 | $42K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 114 | $42K |
| Trust Co. of Vermont | 0.00% | Reduce -57.3% | 112 | $41K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $36K |
| McIlrath & Eck, LLC | 0.00% | Add +2.2% | 94 | $34K |
| Key Financial Inc | 0.01% | No change | 91 | $33K |
| Field & Main Bank | 0.01% | Reduce -18.2% | 90 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 85 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | New | 82 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 80 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $29K |
| Harbor Asset Planning, Inc. | 0.03% | — | 75 | $28K |
| Dogwood Wealth Management LLC | 0.01% | New | 73 | $27K |
| Bfsg, LLC | 0.00% | Reduce -17.4% | 71 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $25K |
| Aventura Private Wealth, LLC | 0.01% | No change | 67 | $25K |
| WFA of San Diego, LLC | 0.02% | — | 61 | $22K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 60 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +7.3% | 59 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $21K |
| Mascoma Wealth Management LLC | 0.00% | No change | 56 | $21K |
| Bell Investment Advisors, Inc | 0.00% | New | 50 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 50 | $18K |
| Van Eck Associates Corp. | 0.00% | No change | 47 | $17K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 45 | $16K |
| Costello Asset Management, INC | 0.01% | New | 43 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 43 | $16K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $15K |
| Legend Financial Advisors, Inc. | 0.01% | New | 40 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 39 | $14K |
| Crews Bank & Trust | 0.00% | No change | 35 | $13K |
| Ancora Advisors LLC | 0.00% | Reduce -36.4% | 35 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | Add +181.8% | 31 | $11K |
| NFSG Corp | 0.00% | No change | 31 | $11K |
| Cornerstone Planning Group LLC | 0.00% | New | 30 | $11K |
| Glassman Wealth Services | 0.00% | Reduce -12.5% | 28 | $10K |
| Eastern Bank | 0.00% | No change | 27 | $10K |
| Abound Wealth Management | 0.00% | No change | 26 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -34.5% | 19 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 12 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | Reduce -90.5% | 10 | $4K |
| Sawyer & Company, Inc | 0.00% | New | 35 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 8 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -30.0% | 7 | $3K |
| Quaker Wealth Management, LLC | 0.00% | — | 6 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 8 | $2K |
| Tsfg, LLC | 0.00% | No change | 5 | $2K |
| Cordant, Inc. | 0.00% | New | 5 | $2K |
| Archer Investment Corp | 0.00% | New | 4 | $1K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $777 |
| Colonial Trust Advisors | 0.00% | New | 1 | $368 |
"% 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.