Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q4 2025 (December 31)981holders +80
69new positions
40sold out
3famous investors
$410.86avg. 13F price*
At the end of Q4 2025, 981 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 80 from Q3 2025. 69 opened new positions and 40 sold out. The largest holders were Assetmark, Inc. ($3.5B), Cassaday & Co Wealth Management LLC ($1.5B) and Morgan Stanley ($1.1B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q4 2025)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $48.3M |
| Exits | 40 | $31.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,701,743 shares bought and 1,980,356 shares sold, net −278,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 981 holders
| Assetmark, Inc. | 7.23% | Add +1.0% | 8,590,832 | $3.5B |
| Cassaday & Co Wealth Management LLC | 31.93% | Reduce -1.3% | 3,671,203 | $1.5B |
| Morgan Stanley | 0.07% | Add +11.7% | 2,651,172 | $1.1B |
| Bank of America Corp. | 0.06% | Add +7.1% | 2,058,771 | $849.8M |
| Howard Capital Management, LLC | 6.76% | No change | 1,264,663 | $522.0M |
| LPL Financial LLC | 0.13% | Add +0.4% | 1,173,852 | $484.5M |
| UBS Group AG | 0.09% | Add +0.8% | 1,100,021 | $454.1M |
| Captrust Financial Advisors | 0.84% | Reduce -33.3% | 1,063,914 | $439.2M |
| Vantagepoint Investment Advisers LLC | 2.91% | Add +4.9% | 875,123 | $361.2M |
| Ameriprise Financial Inc. | 0.07% | Reduce -4.7% | 761,508 | $314.6M |
| Wells Fargo & Company | 0.06% | Add +5.7% | 747,855 | $308.7M |
| Envestnet Asset Management Inc. | 0.08% | Add +0.2% | 671,448 | $277.2M |
| Merit Financial Group, LLC | 2.10% | Add +17.4% | 632,742 | $261.2M |
| Angeles Wealth Management, LLC | 13.42% | Add +1.9% | 589,456 | $243.3M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.2% | 517,649 | $213.7M |
| Royal Bank of Canada | 0.03% | Add +3.7% | 457,187 | $188.7M |
| Cerity Partners LLC | 0.27% | Add +1.3% | 450,601 | $186.0M |
| Raymond James Financial Inc. | 0.05% | Add +8.0% | 368,045 | $151.9M |
| Facet Wealth, Inc. | 2.25% | Add +10.5% | 308,151 | $127.1M |
| Petredis Investment Advisors LLC | 8.88% | Reduce -0.6% | 274,338 | $113.2M |
| Kensington Asset Management, LLC | 5.63% | No change | 261,800 | $108.9M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -12.1% | 244,403 | $100.9M |
| Portfolio Strategies, Inc. | 11.40% | Reduce -2.7% | 238,524 | $98.5M |
| Osaic Holdings, Inc. | 0.14% | Reduce -67.1% | 231,540 | $95.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.4% | 231,454 | $95.5M |
| HighTower Advisors, LLC | 0.10% | Add +3.6% | 229,470 | $94.7M |
| Comerica Bank | 0.38% | Reduce -34.5% | 228,033 | $94.1M |
| Two Sigma Investments, LP | 0.14% | Reduce -8.8% | 221,120 | $91.3M |
| Falcon Wealth Planning | 7.67% | Add +0.9% | 220,484 | $91.0M |
| Black Diamond Financial, LLC | 9.59% | Reduce -0.5% | 220,286 | $90.9M |
| Angeles Investment Advisors, LLC | 6.01% | Reduce -39.4% | 218,340 | $90.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -6.4% | 210,566 | $86.9M |
| Cetera Investment Advisers | 0.09% | Add +4.3% | 189,729 | $78.3M |
| Stifel Financial Corp. | 0.07% | Add +2.3% | 188,418 | $77.8M |
| Mariner, LLC | 0.09% | Add +7.3% | 186,719 | $77.1M |
| Strategic Investment Advisors / MI | 6.59% | Add +80083.9% | 184,423 | $76.2M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -39.3% | 182,928 | $75.5M |
| IFC Advisors LLC | 11.00% | Reduce -2.6% | 182,448 | $75.3M |
| Gratus Wealth Advisors, LLC | 9.55% | Reduce -0.8% | 166,948 | $68.9M |
| Praetorian Wealth Management, Inc. | 13.06% | Add +0.8% | 159,348 | $65.8M |
| Beacon Capital Management, LLC | 10.00% | Reduce -5.5% | 156,226 | $64.5M |
| CX Institutional | 1.77% | Reduce -4.7% | 143,715 | $59.3M |
| Leelyn Smith, LLC | 8.55% | Reduce -0.5% | 143,266 | $59.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +5.1% | 138,870 | $57.4M |
| Creative Planning | 0.04% | Add +0.6% | 136,011 | $56.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.4% | 126,740 | $52.3M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -2.2% | 124,032 | $51.2M |
| Leavell Investment Management, Inc. | 2.10% | Add +0.7% | 122,434 | $50.5M |
| Hengehold Capital Management LLC | 4.06% | Reduce -0.0% | 116,850 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +15.0% | 115,369 | $47.6M |
| MML Investors Services, LLC | 0.11% | Reduce -1.6% | 110,129 | $45.5M |
| Bernardo Wealth Planning LLC | 8.44% | Reduce -1.4% | 107,354 | $44.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -5.3% | 106,346 | $43.9M |
| Lido Advisors, LLC | 0.17% | Reduce -3.3% | 105,317 | $43.4M |
| Apriem Advisors | 3.76% | Add +0.9% | 99,198 | $40.9M |
| Blue Edge Capital, LLC | 5.38% | Add +2.1% | 97,469 | $40.2M |
| Means Investment Co., Inc. | 3.36% | Reduce -2.1% | 96,686 | $39.9M |
| FC Advisory LLC | 10.99% | Reduce -1.4% | 92,630 | $38.2M |
| DT Investment Partners, LLC | 3.15% | Add +3.1% | 92,213 | $38.1M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +40.1% | 91,914 | $37.9M |
| ETF Portfolio Partners, Inc. | 9.27% | Add +1.0% | 87,032 | $35.9M |
| BTG Pactual Asset Management US LLC | 3.84% | Reduce -0.5% | 93,608 | $34.3M |
| D.A. Davidson & Co. | 0.21% | Add +2.5% | 81,813 | $33.8M |
| EP Wealth Advisors, LLC | 0.17% | — | 79,860 | $33.0M |
| BHK Investment Advisors, LLC | 10.70% | Add +4.3% | 78,877 | $32.6M |
| HB Wealth Management, LLC | 0.20% | Reduce -0.2% | 75,077 | $31.0M |
| Clarity Financial LLC | 2.75% | Add +1.5% | 71,974 | $29.7M |
| Erickson Financial Group, LLC | 18.24% | Reduce -3.4% | 71,948 | $29.7M |
| &partners | 0.15% | Add +971.5% | 70,582 | $29.1M |
| Ieq Capital, LLC | 0.08% | Add +17.9% | 65,821 | $27.2M |
| Amara Financial, Llc. | 18.75% | Reduce -6.0% | 65,586 | $27.1M |
| Wealthfront Advisers LLC | 0.06% | Add +5.5% | 63,067 | $26.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -7.5% | 61,500 | $25.4M |
| Prospera Financial Services Inc | 0.40% | Add +4.6% | 58,708 | $24.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 58,696 | $24.2M |
| Avior Wealth Management, LLC | 0.75% | Reduce -13.3% | 58,008 | $23.9M |
| Zeit Capital LLC | 15.75% | Reduce -1.0% | 56,546 | $23.3M |
| VCU Investment Management Co | 27.36% | — | 56,435 | $23.3M |
| Alps Advisors Inc. | 0.13% | Reduce -1.5% | 56,105 | $23.2M |
| Ameritas Advisory Services, LLC | 0.86% | Add +1269.7% | 55,471 | $22.9M |
| Salem Investment Counselors Inc. | 0.64% | Reduce -0.4% | 54,891 | $22.7M |
| Clarus Wealth Advisors | 9.28% | Reduce -1.3% | 54,089 | $22.4M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -2.6% | 53,601 | $22.1M |
| Creative Financial Designs Inc. | 1.36% | Add +1.8% | 52,419 | $21.6M |
| Stratos Investment Management, LLC | 0.84% | Reduce -6.1% | 50,732 | $20.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.37% | Add +1.9% | 49,576 | $20.5M |
| Zhang Financial LLC | 0.76% | Add +3.1% | 49,269 | $20.3M |
| Savant Capital, LLC | 0.11% | Reduce -3.5% | 48,945 | $20.2M |
| ODonnell Financial Services, LLC | 6.88% | Add +0.7% | 48,750 | $20.1M |
| Wheelhouse Advisory Group LLC | 7.60% | Add +1.7% | 48,049 | $20.0M |
| Jones Financial Companies LLLP | 0.01% | Add +36.9% | 47,190 | $19.5M |
| Raab & Moskowitz Asset Management LLC | 4.20% | Reduce -1.6% | 46,495 | $19.2M |
| US Bancorp \de | 0.02% | Add +0.1% | 44,599 | $18.4M |
| WealthShield Partners, LLC | 2.03% | Reduce -2.1% | 44,646 | $18.4M |
| Blackston Financial Advisory Group, LLC | 11.13% | Reduce -4.4% | 44,310 | $18.3M |
| Northeast Investment Management | 0.71% | Add +14.0% | 44,001 | $18.2M |
| Kingsview Wealth Management, LLC | 0.26% | Add +9.5% | 43,787 | $18.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.8% | 43,634 | $18.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +17.7% | 43,130 | $17.8M |
| SOL Capital Management CO | 1.58% | Reduce -2.8% | 42,629 | $17.6M |
| Penserra Capital Management LLC | 0.21% | New | 42,090 | $17.4M |
| Systelligence, LLC | 3.12% | Reduce -1.0% | 39,746 | $16.4M |
| NWF Advisory Services Inc. | 1.77% | Reduce -2.8% | 38,868 | $16.0M |
| FMR LLC | 0.00% | Add +8.5% | 38,561 | $15.9M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +1.2% | 38,171 | $15.8M |
| Wealthspire Retirement, LLC | 0.94% | Reduce -1.5% | 37,649 | $15.5M |
| Cascade Financial Partners, LLC | 1.56% | Add +8.7% | 37,278 | $15.4M |
| Stephens Inc. | 0.18% | Reduce -5.6% | 35,948 | $14.8M |
| TFB Advisors LLC | 4.12% | Reduce -0.9% | 35,774 | $14.8M |
| Foundations Investment Advisors, LLC | 0.19% | Add +5.5% | 35,125 | $14.5M |
| Axxcess Wealth Management, LLC | 0.26% | Add +508.6% | 34,710 | $14.3M |
| AQR Capital Management | 0.01% | Add +126.1% | 34,676 | $14.3M |
| Focused Wealth Management, Inc | 1.51% | Reduce -0.3% | 34,520 | $14.2M |
| Pacific Center for Financial Services | 3.57% | No change | 34,825 | $14.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.79% | Reduce -0.1% | 33,103 | $13.7M |
| Sherman Wealth Management LLC | 11.66% | — | 32,514 | $13.4M |
| Philadelphia Trust Co. | 0.93% | No change | 32,500 | $13.4M |
| Focus Partners Wealth | 0.02% | Add +8.3% | 31,988 | $13.2M |
| Blair William & Co. | 0.04% | Add +20.0% | 31,974 | $13.2M |
| Capstone Wealth Management Group, LLC | 5.51% | Add +2.4% | 31,833 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.3% | 30,714 | $12.7M |
| Pennsylvania Capital Management Inc. | 3.46% | Add +16.2% | 30,548 | $12.6M |
| Allstreet Capital Advisors LLC | 8.90% | — | 29,808 | $12.3M |
| Randall & Associates Wealth Management | 8.53% | Add +18.1% | 29,806 | $12.3M |
| Investment Insight Wealth Management, LLC | 12.02% | — | 29,656 | $12.2M |
| Fingerlakes Wealth Management, Inc. | 7.69% | Reduce -2.1% | 29,301 | $12.1M |
| Darwin Wealth Management, LLC | 3.72% | Reduce -4.3% | 29,005 | $12.0M |
| Waverly Advisors, LLC | 0.10% | Add +5.5% | 28,752 | $11.9M |
| Clifford Group, LLC | 8.90% | Add +0.9% | 27,913 | $11.5M |
| Cedar Point Capital Partners, LLC | 7.31% | Reduce -8.8% | 27,725 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -4.4% | 27,482 | $11.3M |
| Truist Financial Corp. | 0.01% | Reduce -8.1% | 27,201 | $11.2M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +4.7% | 30,988 | $11.1M |
| Okabena Investment Services Inc. | 2.02% | Add +43.8% | 25,603 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -8.1% | 25,231 | $10.4M |
| Resolute Advisors LLC | 3.39% | Add +0.2% | 25,175 | $10.4M |
| Cypress Wealth Services, LLC | 1.44% | Reduce -2.9% | 25,138 | $10.4M |
| Centaurus Financial, Inc. | 0.47% | Reduce -3.1% | 25,062 | $10.3M |
| Apollon Financial, LLC | 1.45% | Add +1.0% | 24,097 | $9.9M |
| World Investment Advisors | 0.16% | Add +12.7% | 23,923 | $9.9M |
| Quadcap Wealth Management, LLC | 1.10% | Add +4.4% | 23,368 | $9.6M |
| Capital Planning LLC | 2.66% | Add +1.8% | 23,087 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.9% | 22,967 | $9.5M |
| Independent Financial Group, LLC | 0.21% | Add +9.6% | 22,965 | $9.5M |
| AlphaCore Capital LLC | 0.21% | Add +1000.9% | 22,525 | $9.3M |
| Waystone Advisors LLC | 7.91% | — | 22,345 | $9.2M |
| Baring Financial LLC | 5.58% | Add +46.3% | 22,212 | $9.2M |
| Silver Oak Securities, Incorporated | 0.62% | Reduce -17.0% | 21,917 | $9.1M |
| Royal Fund Management, LLC | 0.82% | Add +22.6% | 21,591 | $8.9M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 21,578 | $8.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 21,369 | $8.8M |
| Choreo, LLC | 0.11% | Add +0.2% | 21,190 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +8.7% | 20,914 | $8.6M |
| Valicenti Advisory Services Inc. | 1.80% | Reduce -13.4% | 20,853 | $8.6M |
| Center For Asset Management LLC | 4.47% | Reduce -5.1% | 20,731 | $8.6M |
| McClarren Financial Advisors, Inc. | 5.09% | Add +29.9% | 37,851 | $8.5M |
| Schroder Investment Management Group | 0.01% | No change | 20,233 | $8.4M |
| Accredited Investors Inc. | 0.44% | Reduce -2.8% | 20,020 | $8.3M |
| Richard P Slaughter Associates Inc | 1.72% | Reduce -5.7% | 19,858 | $8.2M |
| Alexis Investment Partners, LLC | 3.00% | Add +3.6% | 19,413 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -15.1% | 19,292 | $8.0M |
| Gladwyn Financial Advisors, Inc. | 5.57% | Add +0.6% | 19,194 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +0.2% | 19,074 | $7.9M |
| Joel Isaacson & Co., LLC | 0.26% | Reduce -2.5% | 18,853 | $7.8M |
| Mgo One Seven LLC | 0.15% | Reduce -8.9% | 18,311 | $7.6M |
| Global Retirement Partners, LLC | 0.13% | Add +9.7% | 18,048 | $7.4M |
| American Financial & Tax Strategies Inc. | 3.62% | Add +1.1% | 17,602 | $7.3M |
| Knightsbridge Asset Management, LLC | 1.15% | Reduce -4.8% | 17,128 | $7.1M |
| Win Advisors, Inc. | 2.94% | Add +29.6% | 16,756 | $6.9M |
| Wells Financial Advisors INC | 13.13% | Reduce -12.5% | 16,735 | $6.9M |
| Coquina Private Wealth LLC | 5.43% | — | 16,422 | $6.8M |
| Harbour Investments, Inc. | 0.14% | Add +1.5% | 16,288 | $6.7M |
| Litman Gregory Wealth Management LLC | 0.49% | No change | 16,230 | $6.7M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +10.6% | 16,183 | $6.7M |
| Mathes Company, Inc. | 2.34% | No change | 15,790 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -13.3% | 15,087 | $6.2M |
| Brookstone Capital Management | 0.07% | Add +2.1% | 15,074 | $6.2M |
| AE Wealth Management LLC | 0.04% | Add +27.6% | 14,979 | $6.2M |
| Sicart Associates LLC | 1.63% | Add +0.3% | 14,871 | $6.1M |
| Almanack Investment Partners, LLC. | 1.04% | Add +2234.3% | 14,823 | $6.1M |
| IHT Wealth Management, LLC | 0.14% | Add +88.4% | 13,910 | $5.7M |
| Milestone Asset Management Group, LLC | 3.24% | Add +21.8% | 13,889 | $5.7M |
| Worth Asset Management, LLC | 2.42% | Add +19.1% | 13,846 | $5.7M |
| Fiduciary Alliance LLC | 0.37% | Reduce -1.0% | 13,631 | $5.6M |
| Checchi Capital Advisers, LLC | 0.37% | Reduce -9.2% | 13,315 | $5.5M |
| Principal Securities, Inc. | 0.08% | Add +310.7% | 13,306 | $5.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +17.6% | 13,232 | $5.5M |
| IFP Advisors, Inc | 0.12% | Add +26.7% | 13,172 | $5.4M |
| Flagship Private Wealth, LLC | 2.13% | Reduce -0.4% | 13,123 | $5.4M |
| Jackson Wealth Management, LLC | 0.53% | Add +0.7% | 13,073 | $5.4M |
| Elevation Capital Advisory, LLC | 2.20% | Reduce -52.1% | 13,049 | $5.4M |
| Cornerstone Financial Management LLC | 5.05% | — | 13,017 | $5.4M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -0.3% | 12,884 | $5.3M |
| Carr Financial Group Corp | 1.40% | Reduce -5.0% | 12,730 | $5.3M |
| Ifrah Financial Services, Inc. | 1.35% | Reduce -2.4% | 12,695 | $5.2M |
| Hoffman, Alan N Investment Management | 2.94% | Add +258.3% | 12,607 | $5.2M |
| Plan Group Financial, LLC | 1.34% | Add +13.2% | 12,537 | $5.2M |
| Gateway Wealth Partners, LLC | 0.56% | Add +3.3% | 12,296 | $5.1M |
| Breakwater Investment Management | 1.83% | Reduce -1.9% | 12,236 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.9% | 12,188 | $5.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -1.2% | 12,081 | $5.0M |
| Maridea Wealth Management LLC | 0.75% | Reduce -1.6% | 12,016 | $5.0M |
| Strategic Financial Partners, Ltd. | 2.13% | Reduce -1.6% | 11,930 | $4.9M |
| Berger Financial Group, Inc | 0.28% | Add +12.7% | 11,805 | $4.9M |
| Insigneo Advisory Services, LLC | 0.35% | Reduce -0.3% | 11,763 | $4.9M |
| Mather Group, Llc. | 0.05% | Reduce -25.3% | 11,605 | $4.8M |
| Tactive Advisors, LLC | 1.38% | Reduce -6.2% | 11,439 | $4.7M |
| Mayfair Advisory Group, LLC | 1.80% | Add +76.9% | 11,269 | $4.6M |
| Stone Wealth Partners | 4.12% | — | 11,200 | $4.6M |
| Spire Wealth Management | 0.15% | Add +65.5% | 11,184 | $4.6M |
| Bawa N Mallick Trust | 1.69% | No change | 11,004 | $4.5M |
| Silverlake Wealth Management LLC | 1.02% | Add +2.6% | 10,945 | $4.5M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -15.4% | 10,940 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Reduce -85.6% | 10,914 | $4.5M |
| Atria Investments, Inc | 0.05% | Reduce -0.9% | 10,711 | $4.4M |
| Integrity Alliance, Llc. | 0.16% | Add +14.4% | 10,701 | $4.4M |
| Sharkey, Howes & Javer | 0.56% | Reduce -0.5% | 10,667 | $4.4M |
| Encompass Wealth Advisors, LLC | 1.49% | Add +0.8% | 10,586 | $4.4M |
| Three Bearings Fiduciary Advisors, Inc. | 3.99% | — | 10,513 | $4.3M |
| Pinnacle Bancorp, Inc. | 1.25% | Reduce -0.2% | 10,324 | $4.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +11.2% | 10,215 | $4.2M |
| Fisher Asset Management | 0.00% | Add +3.8% | 10,205 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +92.0% | 10,155 | $4.2M |
| Novem Group | 0.48% | Reduce -2.2% | 10,040 | $4.1M |
| Forum Private Client Group LLC | 1.41% | Reduce -2.3% | 10,034 | $4.1M |
| Breakwater Capital Group | 0.58% | Add +9.2% | 10,005 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +910.4% | 9,983 | $4.1M |
| Sound Income Strategies, LLC | 0.19% | Add +31.1% | 10,087 | $4.1M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -3.4% | 9,936 | $4.1M |
| Horizon Investment Services, LLC | 1.47% | Reduce -0.2% | 9,906 | $4.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +72.1% | 9,705 | $4.0M |
| CDM Financial Counseling Services, Inc. | 3.74% | — | 9,654 | $4.0M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -4.9% | 9,626 | $4.0M |
| Accurate Wealth Management, LLC | 0.50% | Add +9.8% | 9,490 | $3.9M |
| Oxford Wealth Group, LLC | 1.91% | — | 9,495 | $3.9M |
| Pillar Financial Advisors, LLC | 2.36% | Reduce -2.0% | 9,477 | $3.9M |
| Ethos Financial Group, LLC | 0.29% | Reduce -1.3% | 9,434 | $3.9M |
| High Net Worth Advisory Group LLC | 0.90% | Add +39.8% | 9,416 | $3.9M |
| Silicon Valley Capital Partners | 0.35% | Reduce -0.4% | 9,314 | $3.8M |
| Colorado Capital Management, Inc. | 1.44% | Add +2.6% | 9,308 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +66.4% | 9,210 | $3.8M |
| Cwm, LLC | 0.01% | Add +51.6% | 9,190 | $3.8M |
| HighPoint Advisor Group LLC | 0.08% | New | 9,120 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -24.8% | 9,076 | $3.7M |
| 1900 Wealth Management LLC | 0.24% | Add +0.0% | 9,045 | $3.7M |
| Ballentine Partners, LLC | 0.05% | Reduce -0.4% | 9,019 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.6% | 9,006 | $3.7M |
| Accretive Wealth Partners, LLC | 1.10% | No change | 9,000 | $3.7M |
| Spirepoint Private Client, LLC | 0.35% | Add +2.9% | 8,973 | $3.7M |
| UNIVEST FINANCIAL Corp | 0.19% | Add +1582.5% | 8,850 | $3.7M |
| Kera Capital Partners, Inc. | 0.45% | Reduce -0.7% | 8,952 | $3.6M |
| TD Private Client Wealth LLC | 0.08% | Add +4.4% | 8,801 | $3.6M |
| XTX Topco Ltd | 0.09% | New | 8,606 | $3.6M |
| Northbridge Financial Group, LLC | 1.57% | — | 8,469 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -33.5% | 8,447 | $3.5M |
| Hilltop Wealth Advisors, LLC | 1.74% | Reduce -2.6% | 8,385 | $3.5M |
| Eagle Wealth Advisors LLC | 2.94% | — | 8,368 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Reduce -5.1% | 8,288 | $3.4M |
| Main Street Financial Solutions, LLC | 0.26% | Reduce -9.5% | 8,277 | $3.4M |
| Sheridan Capital Management, LLC | 1.71% | Add +3.0% | 8,175 | $3.4M |
| Bank of Hawaii | 0.17% | Reduce -3.5% | 8,156 | $3.4M |
| One Capital Management, LLC | 0.10% | Add +8.6% | 8,050 | $3.3M |
| Kovack Advisors, Inc. | 0.16% | Add +43.0% | 8,034 | $3.3M |
| Prosperity Wealth Management, Inc. | 1.10% | Add +3.5% | 7,989 | $3.3M |
| Valmark Advisers, Inc. | 0.04% | Add +2.3% | 7,980 | $3.3M |
| CoreCap Advisors, LLC | 0.12% | Reduce -13.3% | 7,976 | $3.3M |
| Ascent Group, LLC | 0.11% | Reduce -6.1% | 7,964 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.0% | 7,889 | $3.3M |
| Beaumont Asset Management, L.L.C. | 1.62% | Add +25.7% | 7,836 | $3.2M |
| Pathway Financial Advisers, LLC | 0.94% | Add +5.0% | 7,824 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.5% | 7,807 | $3.2M |
| MAI Capital Management | 0.02% | Add +4.7% | 7,694 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +5.8% | 7,431 | $3.1M |
| Money Concepts Capital Corp. | 0.17% | Add +1.4% | 7,374 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1042.2% | 7,287 | $3.0M |
| Fortune 45 LLC | 1.44% | Add +0.2% | 7,309 | $3.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 7,237 | $3.0M |
| Financial Life Planners | 2.14% | Reduce -1.1% | 7,227 | $3.0M |
| Bucket List Wealth Management, LLC | 1.77% | — | 7,198 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.5% | 7,141 | $2.9M |
| Griffin Asset Management, Inc. | 0.32% | Reduce -9.7% | 7,096 | $2.9M |
| Nwam LLC | 0.16% | Reduce -1.4% | 7,114 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -16.4% | 7,022 | $2.9M |
| FSC Wealth Advisors, LLC | 4.70% | Reduce -65.9% | 7,014 | $2.9M |
| Savvy Advisors, Inc. | 0.09% | Add +21.6% | 7,002 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +26.5% | 6,914 | $2.9M |
| Merited Wealth, LLC | 2.51% | — | 6,565 | $2.7M |
| Eagle Strategies LLC | 0.34% | Add +4.9% | 6,502 | $2.7M |
| PCM Encore, LLC | 0.57% | — | 6,492 | $2.7M |
| Veridan Wealth LLC | 0.89% | Add +0.0% | 6,450 | $2.7M |
| HUB Investment Partners, LLC | 0.07% | Add +7.0% | 6,439 | $2.7M |
| StoneX Group Inc. | 0.12% | Add +4.6% | 6,416 | $2.6M |
| Francis Financial, Inc. | 0.52% | No change | 6,415 | $2.6M |
| Bright Futures Wealth Management, LLC. | 1.97% | Reduce -29.9% | 6,392 | $2.6M |
| Plancorp, LLC | 0.08% | No change | 6,382 | $2.6M |
| Fearless Solutions, LLC dba Best Invest | 1.59% | Reduce -1.2% | 6,355 | $2.6M |
| Finward Bancorp | 2.03% | Reduce -1.3% | 6,341 | $2.6M |
| Cherry Creek Investment Advisors, Inc. | 1.11% | Reduce -1.9% | 6,281 | $2.6M |
| Allworth Financial LP | 0.01% | Add +9.4% | 6,266 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.64% | Reduce -0.2% | 6,206 | $2.6M |
| Dopkins Wealth Management, LLC | 1.04% | Reduce -2.3% | 6,186 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Add +5.7% | 6,156 | $2.5M |
| N.E.W. Advisory Services LLC | 0.19% | Reduce -9.8% | 6,123 | $2.5M |
| Jump Financial, LLC | 0.03% | Add +12.5% | 6,058 | $2.5M |
| Avant Capital LLC | 1.71% | Reduce -1.3% | 6,020 | $2.5M |
| Rik Saylor Financial, Inc. | 1.82% | Reduce -3.0% | 6,013 | $2.5M |
| First Heartland Consultants, Inc. | 0.18% | Add +444.4% | 5,842 | $2.4M |
| Garden State Investment Advisory Services LLC | 0.57% | Add +4.9% | 5,829 | $2.4M |
| Regal Investment Advisors LLC | 0.14% | Reduce -2.6% | 5,733 | $2.4M |
| Fischer Investment Strategies, LLC | 1.37% | Reduce -19.3% | 5,682 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +91.7% | 5,577 | $2.3M |
| Causey Wealth LLC | 1.04% | Reduce -9.0% | 5,565 | $2.3M |
| FRG Family Wealth Advisors LLC | 0.36% | Add +11.0% | 5,541 | $2.3M |
| Sigma Planning Corp | 0.06% | Reduce -2.9% | 5,526 | $2.3M |
| Keybank National Association | 0.01% | Reduce -1.9% | 5,440 | $2.2M |
| Continuum Advisory, LLC | 0.22% | Add +3.3% | 5,388 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +10.2% | 5,330 | $2.2M |
| Independent Wealth Advisors LLC | 2.29% | — | 5,315 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.52% | Reduce -12.6% | 5,239 | $2.2M |
| Argent Trust Co | 0.07% | Add +23.9% | 5,177 | $2.1M |
| RFP Financial Group LLC | 1.02% | Reduce -42.5% | 5,158 | $2.1M |
| Gilliland Jeter Wealth Management LLC | 0.64% | Add +0.2% | 5,093 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -3.4% | 5,000 | $2.1M |
| Sovereign Financial Group, Inc. | 0.37% | Reduce -4.2% | 4,965 | $2.0M |
| Pacific Excel Wealth Advisors, Inc. | 3.86% | — | 4,953 | $2.0M |
| Bowman & Co S.C. | 0.86% | Reduce -0.5% | 4,918 | $2.0M |
| Lazari Capital Management, Inc. | 0.67% | Reduce -0.1% | 4,800 | $2.0M |
| Sollinda Capital Management LLC | 0.50% | Add +147.3% | 4,749 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -12.6% | 4,713 | $1.9M |
| Arax Advisory Partners | 0.06% | New | 4,657 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +4.5% | 4,634 | $1.9M |
| Old National Bancorp | 0.03% | Add +9.5% | 4,619 | $1.9M |
| Willner & Heller, LLC | 1.35% | Add +4.7% | 4,552 | $1.9M |
| GTS Securities LLC | 0.06% | Reduce -35.6% | 4,518 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +9.4% | 4,481 | $1.8M |
| First International Bank of Israel Ltd. | 0.86% | Add +1.1% | 4,385 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | No change | 4,335 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -17.4% | 4,303 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.18% | Add +18.7% | 4,289 | $1.8M |
| Brown Advisory Inc. | 0.00% | No change | 4,286 | $1.8M |
| Florida Financial Advisors, LLC | 0.47% | Reduce -13.5% | 4,223 | $1.7M |
| Westbourne Investments, Inc. | 0.81% | Reduce -1.2% | 4,219 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.2% | 4,214 | $1.7M |
| Fee-Only Financial Planning, L.C. | 1.01% | No change | 4,200 | $1.7M |
| Ethos Capital Management, Inc. | 1.63% | — | 4,196 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.4% | 4,150 | $1.7M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -0.2% | 4,112 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.2% | 4,134 | $1.7M |
| Keystone Financial Group | 0.13% | Add +14.9% | 4,132 | $1.7M |
| Tempo Wealth, LLC | 0.30% | — | 4,087 | $1.7M |
| Mosaic Advisors LLC | 3.24% | New | 4,066 | $1.7M |
| SCS Capital Management LLC | 0.02% | Add +0.2% | 4,049 | $1.7M |
| Procyon Advisors, LLC | 0.08% | Reduce -0.4% | 4,040 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +70.2% | 3,985 | $1.7M |
| LifePlan Financial, LLC | 1.25% | Reduce -4.5% | 3,947 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.15% | Reduce -5.1% | 3,927 | $1.6M |
| Oak Family Advisors, LLC | 0.50% | Add +122.0% | 3,920 | $1.6M |
| Oxbow Advisors, LLC | 0.14% | No change | 3,920 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +9.5% | 3,909 | $1.6M |
| American Trust | 0.13% | Add +0.0% | 3,887 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.4% | 3,874 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Add +71.4% | 3,860 | $1.6M |
| Liberty Wealth Management LLC | 0.20% | Add +1.5% | 3,848 | $1.6M |
| AlTi Global, Inc. | 0.03% | Add +1.6% | 3,823 | $1.6M |
| Investment Planning Advisors, Inc. | 0.46% | Reduce -0.3% | 3,812 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Reduce -19.6% | 3,794 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -7.8% | 3,784 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -6.3% | 3,778 | $1.6M |
| Vigilare Wealth Management | 0.52% | Add +325.1% | 3,762 | $1.6M |
| LifeSteps Financial, Inc. | 0.98% | Reduce -0.1% | 3,715 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -7.3% | 3,672 | $1.5M |
| Choate Investment Advisors | 0.03% | No change | 3,598 | $1.5M |
| Tme Financial, Inc. | 1.04% | Add +23.4% | 3,588 | $1.5M |
| Capital Squared Financial LLC | 1.15% | Reduce -3.4% | 3,573 | $1.5M |
| Echo Wealth Management, LLC | 0.86% | Reduce -0.6% | 3,554 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +95.6% | 3,552 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | Add +0.1% | 3,547 | $1.5M |
| Western Wealth Management, LLC | 0.07% | Add +119.0% | 3,542 | $1.5M |
| Fort Sheridan Advisors LLC | 0.18% | Add +3.3% | 3,511 | $1.4M |
| Sovran Advisors, LLC | 0.12% | Reduce -12.5% | 3,534 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +379.5% | 3,467 | $1.4M |
| Perryman Financial Advisory Inc. | 0.21% | — | 3,452 | $1.4M |
| Avestar Capital, LLC | 0.10% | Add +0.9% | 3,450 | $1.4M |
| Midwest Trust Co | 0.02% | Add +6.5% | 3,442 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | Add +0.1% | 3,436 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.5% | 3,436 | $1.4M |
| Hollencrest Capital Management | 0.05% | Reduce -14.5% | 3,420 | $1.4M |
| Betterment LLC | 0.00% | Reduce -14.8% | 3,410 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +3.5% | 3,410 | $1.4M |
| Turtle Creek Wealth Advisors, LLC | 0.11% | No change | 3,408 | $1.4M |
| Flatrock Wealth Partners LLC | 0.67% | — | 3,401 | $1.4M |
| M3 Advisory Group, LLC | 0.85% | Add +0.3% | 3,385 | $1.4M |
| First Horizon Corp. | 0.06% | Add +0.7% | 3,383 | $1.4M |
| Csenge Advisory Group | 0.06% | Reduce -5.3% | 3,363 | $1.4M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -8.2% | 3,300 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | Add +2.2% | 3,334 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 3,279 | $1.4M |
| Adirondack Capital Advisors, LLC | 0.91% | — | 3,271 | $1.4M |
| Owen LaRue, LLC | 0.51% | Add +48.1% | 3,255 | $1.3M |
| Kassira Wealth Management LLC | 1.27% | No change | 3,250 | $1.3M |
| Crown Wealth Group, LLC | 0.37% | Reduce -14.6% | 3,198 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.6% | 3,174 | $1.3M |
| PFG Advisors | 0.06% | Reduce -47.6% | 3,171 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -0.5% | 3,116 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 3,108 | $1.3M |
| LongView Wealth Management | 0.31% | Reduce -26.4% | 3,057 | $1.3M |
| Nautilus Advisors LLC | 0.83% | No change | 3,076 | $1.3M |
| Institute for Wealth Management, LLC. | 0.13% | Add +5.9% | 3,071 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -22.0% | 3,018 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +0.1% | 3,017 | $1.2M |
| Capital Investment Counsel, LLC | 0.17% | Add +71.2% | 3,008 | $1.2M |
| Detalus Advisors, LLC | 0.30% | No change | 2,991 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -9.5% | 2,977 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -8.7% | 2,943 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.38% | No change | 2,936 | $1.2M |
| VSM Wealth Advisory, LLC | 0.36% | Add +53.6% | 2,935 | $1.2M |
| Well Done, LLC | 0.18% | No change | 2,898 | $1.2M |
| Aspiriant, LLC | 0.03% | Add +303.6% | 2,882 | $1.2M |
| Calton & Associates, Inc. | 0.17% | Reduce -4.6% | 2,871 | $1.2M |
| Legacy Wealth Managment, LLC | 0.56% | Add +274.1% | 2,851 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Add +3.3% | 2,837 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +86.5% | 2,799 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -7.4% | 2,763 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.8% | 2,725 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -59.0% | 2,719 | $1.1M |
| Sather Financial Group Inc | 0.06% | New | 2,706 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -15.0% | 2,706 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | No change | 2,698 | $1.1M |
| Empower Advisory Group, LLC | 0.00% | Add +67.7% | 2,697 | $1.1M |
| Hartline Investment Corp./ | 0.12% | No change | 2,685 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +914.1% | 2,667 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.15% | Reduce -1.1% | 2,664 | $1.1M |
| Retirement Guys Formula LLC | 0.50% | Add +8.0% | 2,642 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Add +12.0% | 2,634 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +0.4% | 2,616 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +10.5% | 2,600 | $1.1M |
| Richardson Financial Services Inc. | 0.34% | Add +0.4% | 2,586 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +36.6% | 2,580 | $1.1M |
| National Wealth Management Group, LLC | 0.37% | Add +6.9% | 2,576 | $1.1M |
| Weaver Consulting Group | 0.26% | Reduce -6.2% | 2,566 | $1.1M |
| Prestige Wealth Management Group LLC | 0.20% | No change | 2,562 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +30.9% | 2,554 | $1.1M |
| Guardian Capital, LLC | 0.94% | — | 2,546 | $1.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.98% | — | 2,540 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.5% | 2,486 | $1.0M |
| Certuity, LLC | 0.06% | Add +0.2% | 2,483 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Reduce -26.6% | 2,480 | $1.0M |
| Quent Capital, LLC | 0.07% | Reduce -0.3% | 2,472 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 2,472 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.7% | 2,470 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -0.7% | 2,467 | $1.0M |
| Americana Partners, LLC | 0.03% | Reduce -69.2% | 2,467 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +25.5% | 2,459 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -2.5% | 2,456 | $1.0M |
| Avalon Trust Co | 0.07% | No change | 2,450 | $1.0M |
| Ridgepath Capital Management LLC | 0.46% | No change | 2,496 | $1.0M |
| Private Wealth Group, LLC | 0.48% | No change | 2,418 | $998K |
| First Trust Advisors LP | 0.00% | Add +0.5% | 2,412 | $995K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.6% | 2,398 | $990K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -3.4% | 2,355 | $972K |
| Squire Investment Management Company, LLC | 0.29% | No change | 2,325 | $960K |
| Key Capital Management, INC | 0.94% | — | 2,309 | $953K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.9% | 2,304 | $951K |
| City State Bank | 0.26% | Add +0.7% | 2,297 | $948K |
| Signal Advisors Wealth, LLC | 0.07% | Add +17.3% | 2,249 | $928K |
| Financial Management Network Inc. | 0.15% | Reduce -0.4% | 2,253 | $926K |
| Pinion Investment Advisors, LLC | 0.23% | Add +6.4% | 2,236 | $923K |
| Rolek Wealth Management LLC | 0.63% | Add +3.2% | 2,217 | $915K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +14.1% | 2,208 | $911K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -4.0% | 2,222 | $902K |
| Summit Investment Advisory Services, LLC | 0.34% | Add +0.1% | 2,177 | $899K |
| Wagner Wealth Management, LLC | 0.19% | No change | 2,160 | $892K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -4.6% | 2,144 | $885K |
| Bank of Montreal | 0.00% | Reduce -3.5% | 2,102 | $868K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -19.6% | 2,054 | $848K |
| Simplicity Wealth,LLC | 0.05% | Reduce -39.9% | 2,024 | $835K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -25.9% | 2,010 | $830K |
| DiPaolo Financial Group, Inc. | 0.88% | — | 2,007 | $829K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -2.1% | 2,000 | $826K |
| Centurion Wealth Management LLC | 0.18% | Reduce -0.7% | 1,987 | $820K |
| Altfest L J & Co. Inc. | 0.09% | No change | 1,985 | $819K |
| Bestgate Wealth Advisors, LLC | 1.43% | New | 1,971 | $814K |
| Buttonwood Financial Advisors Inc. | 0.27% | Reduce -1.1% | 1,957 | $808K |
| Vise Technologies, Inc. | 0.02% | Add +57.8% | 1,943 | $802K |
| Serenus Wealth Advisors, LLC | 0.15% | Reduce -2.4% | 1,922 | $793K |
| FF Advisors,LLC | 0.35% | No change | 1,906 | $787K |
| SBI Securities Co., Ltd. | 0.02% | Add +71.8% | 1,904 | $786K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,895 | $782K |
| Synergy Investment Management, LLC | 0.28% | Reduce -5.2% | 1,892 | $781K |
| Accel Wealth Management | 0.21% | Add +4.6% | 1,888 | $779K |
| Dover Advisors, LLC | 0.30% | No change | 1,872 | $773K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +3.4% | 1,839 | $759K |
| Capstone Wealth Management Group LLC | 0.46% | Add +146.1% | 1,838 | $759K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -19.0% | 1,835 | $757K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.9% | 1,833 | $756K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -2.1% | 1,831 | $756K |
| CVA Family Office, LLC | 0.09% | Add +0.1% | 1,823 | $753K |
| United Advisor Group, LLC | 0.10% | Reduce -11.9% | 1,822 | $752K |
| Balefire, LLC | 0.15% | Reduce -0.6% | 1,817 | $750K |
| AMG Asset Management Group, Inc. | 2.41% | — | 1,812 | $748K |
| McAdam, LLC | 0.03% | Add +29.1% | 1,803 | $744K |
| Westmount Partners, LLC | 0.18% | Reduce -0.2% | 1,793 | $740K |
| BCS Wealth Management | 0.07% | Add +111.3% | 1,792 | $740K |
| LS Investment Advisors, LLC | 0.10% | No change | 1,780 | $735K |
| Latitude Advisors, LLC | 0.32% | Add +2.6% | 1,768 | $730K |
| HBW Advisory Services LLC | 0.08% | Add +20.6% | 1,766 | $729K |
| White Lighthouse Investment Management Inc. | 0.10% | No change | 1,763 | $728K |
| Rodgers & Associates, LTD | 0.07% | No change | 1,763 | $728K |
| Fortis Capital Advisors, LLC | 0.11% | No change | 1,756 | $725K |
| Zinnia Wealth Advisory, LLC | 0.78% | — | 1,747 | $721K |
| W1M Asset Management Ltd | 0.01% | New | 1,745 | $720K |
| Greenspring Advisors, LLC | 0.04% | New | 1,739 | $718K |
| Asempa Wealth Advisors | 0.61% | — | 1,727 | $713K |
| Retirement Income Solutions, Inc. | 0.12% | Add +21.9% | 1,723 | $711K |
| Smith, Moore & Co. | 0.05% | Add +4.7% | 1,707 | $705K |
| Private Trust Co. NA | 0.06% | Reduce -0.8% | 1,706 | $704K |
| Advisory Alpha, LLC | 0.02% | Reduce -16.7% | 1,700 | $702K |
| Bailard, Inc. | 0.02% | No change | 1,700 | $702K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.9% | 1,700 | $702K |
| Cibc World Market Inc. | 0.00% | No change | 1,700 | $702K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -1.7% | 1,697 | $700K |
| Graney & King, LLC | 0.41% | Reduce -9.7% | 1,691 | $698K |
| Optivise Advisory Services LLC | 0.40% | Add +10.2% | 1,690 | $698K |
| AA Financial Advisors, LLC | 0.13% | New | 1,681 | $694K |
| Berkshire Money Management, Inc. | 0.07% | New | 1,679 | $693K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.5% | 1,679 | $693K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | No change | 1,747 | $687K |
| Sage Investment Advisers LLC | 0.51% | — | 1,654 | $683K |
| Measured Wealth Private Client Group, LLC | 0.18% | Reduce -8.7% | 1,650 | $681K |
| PFG Investments, LLC | 0.03% | Reduce -8.5% | 1,648 | $680K |
| Mfa Wealth Advisors, LLC | 0.14% | No change | 1,645 | $679K |
| Aurora Private Wealth, Inc. | 0.44% | — | 1,640 | $677K |
| Regions Financial Corp. | 0.00% | Reduce -0.5% | 1,619 | $668K |
| JGP Wealth Management, LLC | 0.07% | No change | 1,609 | $664K |
| Heritage Investment Group, Inc. | 0.10% | Add +42.3% | 1,608 | $664K |
| MPWM Advisory Solutions, LLC | 0.37% | No change | 1,606 | $663K |
| Resurgent Financial Advisors LLC | 0.33% | Add +29.9% | 1,606 | $663K |
| David Kennon Inc | 0.24% | Add +8.2% | 1,604 | $662K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 1,597 | $659K |
| Eclectic Associates Inc. | 0.10% | Reduce -53.7% | 1,587 | $655K |
| Legacy Advisory Services, LLC | 0.49% | Reduce -4.2% | 1,581 | $653K |
| Berkshire Asset Management LLC | 0.03% | No change | 1,572 | $649K |
| Maryland Capital Advisors Inc. | 0.22% | No change | 1,570 | $648K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 1,554 | $641K |
| Lakeshore Financial Planning, Inc. | 0.23% | Add +2.5% | 1,533 | $633K |
| Pacific Point Advisors, LLC | 0.34% | No change | 1,526 | $630K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 1,522 | $628K |
| Embree Financial Group | 0.08% | Reduce -4.7% | 1,516 | $626K |
| Cynosure Group, LLC | 0.06% | No change | 1,513 | $625K |
| Flagship Wealth Advisors, LLC | 0.18% | Add +233.9% | 1,506 | $622K |
| Carroll Investors, Inc | 0.30% | Reduce -3.3% | 1,500 | $619K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -25.0% | 1,500 | $619K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $618K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.8% | 1,487 | $614K |
| Wealth Management Nebraska | 0.07% | Add +29.9% | 1,463 | $604K |
| ICONIQ Capital, LLC | 0.01% | Add +1.1% | 1,459 | $602K |
| Woodmont Investment Counsel LLC | 0.04% | New | 1,452 | $599K |
| Cape Investment Advisory, Inc. | 0.18% | Add +35950.0% | 1,442 | $595K |
| BCO Wealth Management LLC | 0.36% | Reduce -19.3% | 1,439 | $594K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -11.2% | 1,438 | $594K |
| Quotient Wealth Partners, LLC | 0.02% | Add +1.4% | 1,425 | $588K |
| Entrust Financial LLC | 0.44% | — | 1,420 | $586K |
| CVFG LLC | 0.40% | No change | 1,415 | $584K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -4.5% | 1,412 | $583K |
| Private Client Services, LLC | 0.18% | No change | 1,406 | $580K |
| Simmons Bank | 0.04% | No change | 1,400 | $578K |
| RDA Financial Network | 0.14% | Reduce -6.0% | 1,399 | $577K |
| Platform Technology Partners | 0.12% | No change | 1,391 | $574K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 1,388 | $573K |
| Snowden Capital Advisors LLC | 0.01% | Add +18.6% | 1,375 | $568K |
| Gotham Asset Management | 0.00% | Add +46.3% | 1,369 | $565K |
| Financial Freedom, LLC | 0.28% | Reduce -2.5% | 1,367 | $564K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 1,363 | $563K |
| Zacks Investment Management | 0.00% | Add +67.3% | 1,360 | $562K |
| GeoWealth Management, LLC | 0.02% | Add +52.6% | 1,360 | $561K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.5% | 1,360 | $561K |
| Rothschild Wealth LLC | 0.05% | Reduce -5.3% | 1,348 | $557K |
| Fusion Capital, LLC | 0.16% | Add +0.1% | 1,345 | $555K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,338 | $552K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.8% | 1,331 | $549K |
| Mindset Wealth Management, LLC | 0.14% | No change | 1,330 | $549K |
| Pennington Partners & Co., LLC | 0.22% | No change | 1,329 | $549K |
| BlackRock, Inc. | 0.00% | Add +66.0% | 1,320 | $545K |
| Baker Avenue Asset Management, LP | 0.01% | Add +7.5% | 1,316 | $543K |
| Bell Bank | 0.02% | Reduce -5.4% | 1,309 | $540K |
| Alongside, LLC | 0.18% | — | 1,297 | $535K |
| CWC Advisors, LLC. | 0.26% | No change | 1,288 | $532K |
| LWM Advisors Inc. | 0.46% | No change | 1,279 | $528K |
| Orgel Wealth Management, LLC | 0.01% | New | 1,276 | $527K |
| NorthRock Partners, LLC | 0.01% | Add +79.1% | 1,266 | $523K |
| Commerce Bank | 0.00% | No change | 1,266 | $523K |
| Howe & Rusling Inc. | 0.03% | Add +0.2% | 1,264 | $522K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.1% | 1,257 | $519K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $517K |
| Peak Retirement Planning, Inc. | 0.12% | Add +47.2% | 1,245 | $514K |
| Brown Wealth Management, LLC | 0.14% | Add +26.7% | 1,244 | $513K |
| Keb Asset Management, LLC | 0.10% | No change | 1,235 | $510K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -6.3% | 1,229 | $507K |
| Fairscale Capital, LLC | 0.34% | Add +7.7% | 1,227 | $506K |
| Monograph Wealth Advisors, LLC | 0.05% | Add +19.5% | 1,215 | $502K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.3% | 1,207 | $498K |
| Centennial Advisors, LLC | 0.65% | — | 1,206 | $498K |
| Waters Parkerson & Co., LLC | 0.02% | New | 1,206 | $498K |
| Verus Capital Partners, LLC | 0.03% | New | 1,202 | $496K |
| Pitcairn Wealth Advisors LLC | 0.04% | — | 1,201 | $496K |
| Prudent Man Investment Management, Inc. | 0.17% | Add +13.3% | 1,198 | $494K |
| Oarsman Capital, Inc. | 0.06% | Reduce -3.5% | 1,198 | $494K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 1,187 | $490K |
| Wedmont Private Capital | 0.02% | Reduce -0.3% | 1,179 | $490K |
| ProVise Management Group, LLC | 0.03% | Reduce -7.0% | 1,186 | $490K |
| Intrua Financial, LLC | 0.05% | Add +12.1% | 1,175 | $485K |
| National Bank of Canada | 0.00% | Add +113.9% | 1,172 | $484K |
| Diversified Trust Co. | 0.01% | No change | 1,170 | $483K |
| Trevian Wealth Management LLC | 0.23% | No change | 1,170 | $483K |
| Franklin Resources Inc. | 0.00% | Reduce -4.7% | 1,169 | $483K |
| Marathon Mission, Inc. | 0.28% | No change | 1,168 | $482K |
| Dahring | Cusmano LLC | 0.33% | Reduce -1.4% | 1,160 | $479K |
| Cloud Capital Management, LLC | 0.23% | Reduce -2.3% | 1,159 | $478K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $475K |
| Live Oak Investment Partners | 0.29% | Add +1.6% | 1,149 | $474K |
| Total Clarity Wealth Management, Inc. | 0.11% | New | 1,143 | $472K |
| Hughes Financial Services, LLC | 0.07% | No change | 1,137 | $469K |
| Xcelsior Advisor Partners LLC | 0.23% | — | 1,133 | $468K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.2% | 1,129 | $466K |
| SpringVest Wealth Management LLC | 0.32% | No change | 1,125 | $464K |
| Intellus Advisors LLC | 0.06% | No change | 1,125 | $464K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +0.1% | 1,170 | $463K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Reduce -6.0% | 1,117 | $461K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $452K |
| Cresset Asset Management, LLC | 0.00% | New | 1,093 | $451K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +3.0% | 1,083 | $447K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.4% | 1,070 | $442K |
| Wealth Group Ltd | 0.10% | Reduce -2.2% | 1,065 | $439K |
| CGN Advisors LLC | 0.03% | Add +4.6% | 1,062 | $439K |
| Sfm, LLC | 0.26% | No change | 1,059 | $437K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $437K |
| Comprehensive Financial Planning, Inc. | 0.29% | Add +0.1% | 1,051 | $434K |
| UMB Bank, n.a. | 0.01% | Reduce -3.8% | 1,051 | $434K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,045 | $431K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.2% | 1,044 | $431K |
| Endeavor Private Wealth, Inc. | 0.12% | Add +7.3% | 1,041 | $430K |
| Certified Advisory Corp | 0.04% | Reduce -6.3% | 1,040 | $429K |
| Glenview Trust Co | 0.01% | Reduce -10.8% | 1,036 | $428K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 1,035 | $427K |
| Haverford Trust Co | 0.00% | No change | 1,035 | $427K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 1,034 | $427K |
| Natural Investments, LLC | 0.11% | New | 1,032 | $425K |
| Voya Financial Advisors, Inc. | 0.04% | New | 1,015 | $423K |
| Monument Group Wealth Advisors, LLC | 0.23% | Add +0.2% | 1,022 | $422K |
| Strategic Blueprint, LLC | 0.02% | Add +0.3% | 1,012 | $418K |
| OxenFree Capital LLC | 0.22% | Reduce -1.6% | 1,010 | $417K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +0.2% | 1,010 | $417K |
| MWA Asset Management | 0.23% | Reduce -9.0% | 1,010 | $417K |
| Alliancebernstein L.P. | 0.00% | New | 998 | $412K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 995 | $411K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -6.6% | 995 | $411K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.6% | 994 | $410K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 983 | $406K |
| XML Financial, LLC | 0.03% | Add +0.1% | 982 | $405K |
| GSG Advisors LLC | 0.10% | No change | 981 | $405K |
| Aspen Wealth Management LLC | 0.08% | Add +0.2% | 977 | $403K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 973 | $402K |
| Summit Financial, LLC | 0.01% | Reduce -0.8% | 967 | $399K |
| TFR Capital, LLC. | 0.13% | Add +2.7% | 961 | $397K |
| QRG Capital Management, Inc. | 0.00% | New | 958 | $395K |
| Mitchell Capital Management Co. | 0.07% | No change | 957 | $395K |
| Wellington-Altus USA Inc. | 0.29% | — | 954 | $394K |
| First Financial Bankshares Inc | 0.01% | No change | 953 | $393K |
| Advisors Capital Management, LLC | 0.00% | Add +20.9% | 948 | $391K |
| Leeward Financial Partners, LLC | 0.11% | Reduce -6.6% | 946 | $390K |
| IFG Advisory, LLC | 0.02% | Add +15.0% | 944 | $390K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -27.9% | 944 | $389K |
| Sequent Planning LLC | 0.10% | Reduce -1.6% | 937 | $387K |
| Wealthstar Advisors, LLC | 0.21% | No change | 927 | $383K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 925 | $382K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 923 | $381K |
| St Germain D J Co. Inc. | 0.01% | No change | 918 | $379K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.1% | 917 | $378K |
| Linscomb Wealth, Inc. | 0.02% | New | 911 | $376K |
| Stark Wealth Management LLC | 1.41% | No change | 910 | $376K |
| Barnett & Company, Inc. | 0.30% | Add +2.6% | 905 | $374K |
| Richmond Investment Services, LLC | 0.06% | Reduce -19.2% | 900 | $372K |
| Root Financial Partners, LLC | 0.02% | Reduce -15.8% | 895 | $369K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 895 | $369K |
| Composition Wealth, LLC | 0.01% | Add +78.8% | 894 | $369K |
| Clarion Wealth Managment Partners, LLC | 0.34% | Reduce -0.1% | 892 | $368K |
| Planning Directions Inc. | 0.19% | Reduce -0.8% | 891 | $368K |
| PGIM Custom Harvest LLC | 0.01% | Add +34.6% | 880 | $363K |
| Landaas & Co. /Wi | 0.08% | Reduce -12.2% | 878 | $362K |
| Anchor Investment Management, LLC | 0.03% | No change | 868 | $358K |
| S.A. Mason LLC | 0.14% | Add +25.4% | 864 | $357K |
| Palisade Asset Management, LLC | 0.03% | Reduce -0.9% | 860 | $355K |
| Kingdom Financial Group LLC. | 0.11% | New | 860 | $355K |
| Channel Wealth LLC | 0.09% | Reduce -14.7% | 856 | $353K |
| Gradient Investments LLC | 0.01% | Add +26.1% | 855 | $353K |
| Rf&l Wealth Management, LLC | 0.20% | No change | 855 | $353K |
| Mason & Associates, LLC | 0.08% | No change | 855 | $353K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | Add +0.1% | 848 | $350K |
| Dunhill Financial, LLC | 0.11% | No change | 847 | $350K |
| Titleist Asset Management, LLC | 0.03% | Add +2.1% | 838 | $346K |
| Invesco Ltd. | 0.00% | Reduce -8.7% | 837 | $346K |
| Retireful, LLC | 0.43% | New | 828 | $344K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -6.0% | 831 | $343K |
| AMG National Trust Bank | 0.01% | No change | 830 | $343K |
| JMG Financial Group, Ltd. | 0.01% | No change | 826 | $341K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 825 | $341K |
| Estate Counselors, LLC | 0.03% | New | 825 | $341K |
| Welch Group, LLC | 0.01% | No change | 818 | $338K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 815 | $336K |
| Sterling Investment Counsel, LLC | 0.10% | New | 979 | $336K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 814 | $336K |
| Rockwood Wealth Management, LLC | 0.03% | Add +31.6% | 813 | $336K |
| Venture Visionary Partners LLC | 0.01% | No change | 806 | $333K |
| Trexquant Investment LP | 0.00% | Reduce -5.7% | 806 | $333K |
| Provident Wealth Management, LLC | 0.10% | No change | 804 | $332K |
| Financial Alternatives, Inc | 0.19% | Reduce -3.0% | 803 | $332K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -3.9% | 804 | $331K |
| Total Investment Management Inc. | 0.04% | Add +0.1% | 801 | $331K |
| Mystic Asset Management, Inc. | 0.07% | No change | 800 | $330K |
| Copia Wealth Management | 0.24% | Reduce -1.0% | 798 | $329K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +27.7% | 797 | $329K |
| Piedmont Capital Management, LLC | 0.17% | No change | 792 | $327K |
| Manchester Financial Inc. | 0.06% | No change | 792 | $327K |
| DAVENPORT & Co LLC | 0.00% | No change | 792 | $327K |
| Retirement Planning Group, LLC | 0.01% | Add +4.9% | 786 | $324K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 785 | $324K |
| Blom & Howell Financial Planning, Inc. | 0.32% | — | 781 | $322K |
| Sunburst Financial Group, LLC | 0.07% | Reduce -2.3% | 780 | $322K |
| Davidson Trust Co. | 0.13% | No change | 780 | $322K |
| Davidson Investment Advisors | 0.01% | No change | 780 | $322K |
| Busey Bank | 0.01% | No change | 777 | $321K |
| Swisher Financial Concepts, Inc. | 0.18% | No change | 776 | $320K |
| MidFirst Bank | 0.03% | — | 776 | $320K |
| Benjamin Edwards Inc. | 0.00% | No change | 768 | $317K |
| CPC Advisors, LLC | 0.03% | No change | 766 | $316K |
| Plus Group Wealth Advisors LLC | 0.35% | — | 763 | $315K |
| Morton Capital Management LLC | 0.05% | No change | 758 | $313K |
| Key Financial Inc | 0.06% | Add +4.7% | 753 | $311K |
| Guidance Capital, Inc. | 0.08% | No change | 767 | $311K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -4.4% | 746 | $308K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 745 | $307K |
| Kingsman Wealth Management, Inc. | 0.17% | Reduce -9.1% | 743 | $307K |
| M&T Bank Corp | 0.00% | Reduce -0.5% | 742 | $306K |
| OneAscent Financial Services LLC | 0.03% | New | 735 | $303K |
| Trilogy Capital Inc. | 0.01% | No change | 735 | $303K |
| Maia Wealth LLC | 0.05% | Reduce -14.5% | 784 | $303K |
| FreeGulliver LLC | 0.14% | No change | 734 | $303K |
| Allied Investment Advisors, LLC | 0.05% | No change | 734 | $303K |
| RiverFront Investment Group, LLC | 0.01% | New | 729 | $301K |
| Keystone Wealth Services, LLC | 0.06% | Add +18.8% | 721 | $298K |
| Signet Financial Management, LLC | 0.03% | No change | 718 | $296K |
| Synergy Asset Management, LLC | 0.03% | New | 718 | $296K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 713 | $294K |
| Pathfinder Wealth Consulting, Inc. | 0.19% | — | 712 | $294K |
| HM Payson & Co. | 0.00% | Add +8.8% | 703 | $290K |
| NFC Investments, LLC | 0.08% | No change | 704 | $290K |
| Gateway Investment Advisers LLC | 0.00% | New | 700 | $289K |
| Greenleaf Trust | 0.00% | New | 693 | $286K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.9% | 685 | $282K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.2% | 684 | $282K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 681 | $281K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -3.0% | 668 | $276K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 657 | $271K |
| Guardian Financial Partners, LLC | 0.11% | New | 656 | $271K |
| Saiph Capital, LLC | 0.10% | No change | 655 | $270K |
| Legacy Private Trust Co. | 0.02% | No change | 655 | $270K |
| Barclays PLC | 0.00% | Add +37.3% | 655 | $270K |
| International Private Wealth Advisors LLC | 0.17% | Add +7.6% | 654 | $270K |
| Glassman Wealth Services | 0.04% | New | 654 | $270K |
| Emissary Wealth LLC | 0.23% | — | 652 | $269K |
| First Citizens Bank & Trust Co. | 0.01% | New | 650 | $268K |
| Liberty Square Wealth Partners LLC | 0.08% | Add +0.1% | 648 | $267K |
| Ballast, Inc. | 0.06% | No change | 646 | $267K |
| Apella Capital, LLC | 0.01% | New | 645 | $266K |
| Hohimer Wealth Management, LLC | 0.04% | Add +7.0% | 643 | $265K |
| German American Bancorp, Inc. | 0.02% | No change | 642 | $265K |
| Calamos Wealth Management LLC | 0.01% | No change | 635 | $262K |
| Steffes Financial, Ltd. | 0.14% | — | 633 | $261K |
| Bridgewater Advisors Inc. | 0.02% | No change | 650 | $261K |
| Concorde Asset Management, LLC | 0.10% | Add +0.2% | 629 | $260K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.3% | 625 | $258K |
| Salomon & Ludwin, LLC | 0.02% | Add +19.1% | 625 | $258K |
| Ponta Wealth Partners, LLC | 0.24% | — | 621 | $256K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -20.8% | 621 | $256K |
| First Pacific Financial | 0.03% | Reduce -8.5% | 621 | $256K |
| One Wealth Management Investment & Advisory Services, LLC | 0.28% | Reduce -3.1% | 616 | $254K |
| JB Capital LLC | 0.01% | Add +13.1% | 614 | $253K |
| Hansen & Associates Financial Group, Inc. | 0.14% | Reduce -84.4% | 638 | $252K |
| KERR FINANCIAL PLANNING Corp | 0.34% | Reduce -9.5% | 651 | $252K |
| KCM Investment Advisors LLC | 0.01% | No change | 609 | $251K |
| LFG Wealth Partners, LLC | 0.16% | — | 602 | $248K |
| Financial Advisors Network, Inc. | 0.03% | No change | 600 | $248K |
| SHP Wealth Management | 0.02% | — | 598 | $247K |
| Orin Green Financial, LLC | 0.10% | No change | 597 | $246K |
| Smithfield Trust Co | 0.01% | No change | 592 | $243K |
| Evergreen Capital Management LLC | 0.01% | No change | 588 | $243K |
| SageView Advisory Group, LLC | 0.01% | New | 586 | $242K |
| Ameriflex Group, Inc. | 0.13% | Reduce -50.0% | 586 | $242K |
| Yarger Wealth Strategies, LLC | 0.10% | Add +0.2% | 581 | $240K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.8% | 578 | $239K |
| Caprock Group, LLC | 0.01% | New | 577 | $238K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.13% | — | 575 | $237K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Reduce -11.2% | 574 | $237K |
| Prosperity Financial Group, Inc. | 0.09% | No change | 573 | $237K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.2% | 569 | $235K |
| Virtus Family Office LLC | 0.20% | Reduce -77.7% | 569 | $235K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 568 | $234K |
| Spectrum Investment Advisors, Inc. | 0.12% | New | 567 | $234K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 565 | $233K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 559 | $231K |
| Larch Capital Partners LLC | 0.03% | — | 554 | $229K |
| First Command Advisory Services, Inc. | 0.00% | Add +14.0% | 554 | $229K |
| Eastern Bank | 0.00% | Add +1940.7% | 551 | $227K |
| Monetary Management Group Inc. | 0.05% | No change | 550 | $227K |
| Annex Advisory Services, LLC | 0.00% | Reduce -0.4% | 548 | $226K |
| Capital Planning Advisors, LLC | 0.03% | No change | 539 | $222K |
| Valley Financial Group, Inc. | 0.12% | Reduce -0.2% | 538 | $222K |
| Nadler Financial Group, Inc. | 0.02% | No change | 538 | $222K |
| Faithward Advisors, LLC | 0.03% | Add +0.2% | 534 | $220K |
| Concord Wealth Partners | 0.03% | Reduce -1.7% | 531 | $219K |
| Buska Wealth Management, LLC | 0.08% | Add +0.2% | 531 | $219K |
| Orion Capital Management LLC | 0.07% | New | 529 | $218K |
| Truepoint, Inc. | 0.00% | No change | 529 | $218K |
| Great Point Wealth Advisors, LLC | 0.04% | No change | 527 | $218K |
| Ewa, LLC | 0.05% | New | 520 | $215K |
| Redwood Wealth Management Group, LLC | 0.09% | No change | 519 | $214K |
| Scotia Capital Inc. | 0.00% | New | 518 | $214K |
| Prospect Financial Services LLC | 0.12% | Reduce -2.8% | 517 | $213K |
| OMNI 360 Wealth, Inc. | 0.11% | Add +0.2% | 520 | $212K |
| Arkadios Wealth Advisors | 0.00% | New | 514 | $212K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 509 | $210K |
| Heritage Financial Services, LLC | 0.02% | Reduce -3.0% | 509 | $210K |
| Evansbrook LLC | 0.14% | — | 506 | $209K |
| Madison Wealth Partners, Inc | 0.04% | No change | 504 | $208K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.2% | 502 | $207K |
| Jane Street Group, LLC | 0.00% | Reduce -86.2% | 501 | $207K |
| Quadrant Capital Group LLC | 0.01% | No change | 495 | $204K |
| Strategic Equity Management | 0.07% | New | 493 | $203K |
| Larson Financial Group LLC | 0.01% | Add +8.7% | 490 | $202K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | New | 488 | $202K |
| Tamar Securities, LLC | 0.02% | New | 486 | $201K |
| Investors Research Corp | 0.04% | Reduce -2.5% | 472 | $195K |
| Vision Retirement, LLC | 0.05% | — | 445 | $184K |
| International Assets Investment Management, LLC | 0.01% | New | 420 | $173K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -4.2% | 411 | $170K |
| DV Trading LLC | 0.01% | — | 410 | $169K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 399 | $165K |
| Align Financial, LLC | 0.09% | — | 162,219 | $162K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.6% | 387 | $161K |
| Natixis | 0.00% | No change | 356 | $148K |
| Modus Advisors, LLC | 0.04% | New | 357 | $147K |
| Capital Analysts, LLC | 0.00% | Add +30.1% | 354 | $146K |
| Activest Wealth Management | 0.03% | Reduce -3.4% | 338 | $139K |
| Financial Consulate, Inc. | 0.02% | No change | 337 | $139K |
| Rossby Financial, LCC | 0.04% | Add +39.6% | 335 | $138K |
| Elevated Capital Advisors, LLC | 0.03% | New | 331 | $137K |
| Signature Equity Partners, LLC | 0.07% | — | 309 | $128K |
| Vestor Capital, LLC | 0.01% | Reduce -39.6% | 183 | $125K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $124K |
| Fifth Third Bancorp | 0.00% | Reduce -15.1% | 298 | $123K |
| Lanark Financial, Inc. | 0.01% | Add +544.4% | 290 | $120K |
| Addison Advisors LLC | 0.03% | No change | 283 | $117K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 283 | $117K |
| Trust Co. of Vermont | 0.00% | Add +152.7% | 283 | $117K |
| Cornerstone Planning Group LLC | 0.02% | Add +67.5% | 278 | $115K |
| Pittenger & Anderson Inc. | 0.00% | No change | 275 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 275 | $114K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.0% | 272 | $112K |
| Operose Advisors LLC | 0.03% | No change | 267 | $110K |
| Strategic Wealth Advisors LLC | 0.09% | — | 260 | $107K |
| Eq Wealth Advisors, LLC | 0.06% | New | 254 | $105K |
| SouthState Bank Corp | 0.00% | No change | 250 | $103K |
| Chesapeake Asset Management LLC | 0.09% | No change | 250 | $103K |
| Atomic Invest LLC | 0.06% | — | 237 | $99K |
| Parkside Financial Bank & Trust | 0.01% | Add +26.1% | 232 | $96K |
| Wellington Grp LLC | 0.03% | — | 220 | $91K |
| Truvestments Capital LLC | 0.02% | No change | 220 | $91K |
| Signature Resources Capital Management, LLC | 0.05% | Add +50.7% | 217 | $90K |
| Allianz SE | 0.00% | No change | 216 | $89K |
| Bogart Wealth, LLC | 0.00% | No change | 205 | $85K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 201 | $83K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 200 | $83K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $83K |
| Arlington Trust Co LLC | 0.01% | No change | 200 | $83K |
| MV Capital Management, Inc. | 0.01% | No change | 192 | $79K |
| Richards, Merrill & Peterson, Inc. | 0.03% | New | 185 | $76K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 180 | $74K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +18.0% | 177 | $73K |
| First Community Trust NA | 0.05% | Reduce -21.5% | 175 | $72K |
| New England Capital Financial Advisors LLC | 0.03% | Add +16.9% | 173 | $71K |
| North Star Investment Management Corp. | 0.00% | Add +55.5% | 171 | $71K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $71K |
| Winch Advisory Services, LLC | 0.02% | No change | 167 | $69K |
| Tucker Asset Management LLC | 0.02% | New | 159 | $66K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 150 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 144 | $59K |
| Optima Capital LLC | 0.03% | New | 140 | $58K |
| Signaturefd, LLC | 0.00% | No change | 140 | $58K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -2.2% | 134 | $55K |
| Rice Partnership, LLC | 0.01% | Reduce -81.7% | 129 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | Add +54.9% | 127 | $52K |
| Bay Harbor Wealth Management, LLC | 0.01% | New | 126 | $52K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 121 | $50K |
| MTM Investment Management, LLC | 0.02% | Reduce -14.3% | 120 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | New | 117 | $48K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 116 | $48K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +16.9% | 104 | $43K |
| Birchbrook, Inc. | 0.02% | New | 104 | $43K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -31.3% | 103 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $41K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $41K |
| NFSG Corp | 0.01% | Add +350.0% | 99 | $41K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $40K |
| Seneschal Advisors, LLC | 0.03% | No change | 96 | $40K |
| McIlrath & Eck, LLC | 0.00% | No change | 94 | $39K |
| Costello Asset Management, INC | 0.01% | Add +116.3% | 93 | $39K |
| CDKV Holdings LLC | 0.03% | — | 81 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $33K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 78 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 75 | $31K |
| Go Invest LLC | 0.01% | — | 72 | $30K |
| Field & Main Bank | 0.01% | Reduce -21.1% | 71 | $29K |
| Bfsg, LLC | 0.00% | No change | 71 | $29K |
| Noble Wealth Management PBC | 0.01% | Reduce -53.3% | 70 | $29K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $29K |
| Aventura Private Wealth, LLC | 0.01% | No change | 67 | $28K |
| Ancora Advisors LLC | 0.00% | No change | 66 | $27K |
| NBT Bank, N.A. | 0.00% | Add +2.7% | 413 | $27K |
| WFA of San Diego, LLC | 0.02% | No change | 63 | $26K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $25K |
| Wealth Watch Advisors, INC | 0.01% | No change | 60 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 60 | $25K |
| Sankala Group LLC | 0.02% | — | 60 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $23K |
| Mascoma Wealth Management LLC | 0.01% | No change | 56 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 55 | $23K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 50 | $21K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -95.3% | 45 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +1400.0% | 45 | $19K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $19K |
| United Financial Planning Group LLC | 0.01% | No change | 43 | $18K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $17K |
| Van Eck Associates Corp. | 0.00% | No change | 41 | $17K |
| Abound Wealth Management | 0.00% | No change | 40 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 38 | $15K |
| Evolution Wealth Management Inc. | 0.01% | New | 36 | $15K |
| Networth Advisors, LLC | 0.01% | — | 35 | $14K |
| Crews Bank & Trust | 0.00% | No change | 35 | $14K |
| Colonial Trust Co / SC | 0.00% | New | 30 | $12K |
| Monetary Solutions, Ltd | 0.01% | — | 29 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +16.0% | 29 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -66.3% | 27 | $11K |
| Alerus Financial NA | 0.00% | No change | 26 | $11K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 25 | $10K |
| Rakuten Securities, Inc. | 0.00% | Add +500.0% | 24 | $10K |
| Triumph Capital Management | 0.00% | New | 23 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | Add +4.5% | 23 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 22 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $8K |
| Fairway Wealth LLC | 0.00% | No change | 18 | $7K |
| Global Wealth Strategies & Associates | 0.00% | New | 18 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 14 | $6K |
| DecisionPoint Financial, LLC | 0.00% | New | 14 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 14 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.0% | 12 | $5K |
| Strategic Advocates LLC | 0.00% | New | 12 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 12 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | — | 12 | $5K |
| Proathlete Wealth Management LLC | 0.00% | No change | 11 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 11 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 10 | $4K |
| Longview Financial Advisors LLC | 0.00% | No change | 10 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 8 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Tsfg, LLC | 0.00% | No change | 5 | $2K |
| Archer Investment Corp | 0.00% | No change | 4 | $2K |
| Glenmede Trust Co. NA | 0.00% | — | 3 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $408 |
"% 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.