Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q2 2026 (June 30)1,021holders +59
101new positions
47sold out
5famous investors
$88.02avg. 13F price*
At the end of Q2 2026, 1,021 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 59 from Q1 2026. 101 opened new positions and 47 sold out. The largest holders were Assetmark, Inc. ($3.7B), Cassaday & Co Wealth Management LLC ($1.7B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q2 2026)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $177.6M |
| Exits | 47 | $35.4M |
All 13F filers, Q1 2026 → Q2 2026: 8,439,742 shares bought and 8,216,356 shares sold, net +223,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,021 holders
| Assetmark, Inc. | 6.41% | Reduce -0.1% | 42,386,669 | $3.7B |
| Cassaday & Co Wealth Management LLC | 31.09% | Add +1.3% | 18,830,638 | $1.7B |
| Morgan Stanley | 0.06% | Add +3.2% | 13,160,627 | $1.2B |
| Bank of America Corp. | 0.06% | Reduce -1.1% | 10,051,265 | $883.6M |
| LPL Financial LLC | 0.12% | Add +1.0% | 5,833,591 | $512.8M |
| UBS Group AG | 0.07% | Reduce -0.8% | 5,148,612 | $452.6M |
| Vantagepoint Investment Advisers LLC | 2.83% | No change | 4,295,085 | $377.6M |
| Captrust Financial Advisors | 0.57% | Reduce -3.4% | 4,197,480 | $369.0M |
| Ameriprise Financial Inc. | 0.07% | Reduce -2.5% | 3,885,314 | $341.6M |
| Merit Financial Group, LLC | 1.99% | Add +34.3% | 3,641,887 | $320.2M |
| Envestnet Asset Management Inc. | 0.07% | No change | 3,554,068 | $312.4M |
| Wells Fargo & Company | 0.05% | Reduce -12.7% | 3,270,904 | $287.5M |
| Cerity Partners LLC | 0.32% | Add +10.3% | 2,984,072 | $262.4M |
| Angeles Wealth Management, LLC | 11.54% | Add +0.5% | 2,869,561 | $252.3M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.2% | 2,600,466 | $228.6M |
| Howard Capital Management, LLC | 2.38% | No change | 2,273,520 | $199.9M |
| Royal Bank of Canada | 0.03% | Reduce -4.7% | 2,221,716 | $195.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.0% | 2,127,331 | $187.0M |
| Facet Wealth, Inc. | 2.32% | Add +13.0% | 1,844,907 | $162.2M |
| Osaic Holdings, Inc. | 0.15% | Add +3.2% | 1,476,022 | $129.8M |
| Petredis Investment Advisors LLC | 8.13% | Reduce -0.3% | 1,371,662 | $120.6M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.1% | 1,221,378 | $107.4M |
| Falcon Wealth Planning | 6.67% | Add +2.5% | 1,198,494 | $105.4M |
| Strategic Investment Advisors / MI | 6.35% | Add +1.6% | 1,193,303 | $104.9M |
| Portfolio Strategies, Inc. | 10.14% | Add +0.2% | 1,176,248 | $103.4M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.4% | 1,127,973 | $99.2M |
| Black Diamond Financial, LLC | 8.50% | Add +5.2% | 1,096,819 | $96.4M |
| Stifel Financial Corp. | 0.07% | Add +3.8% | 998,155 | $87.7M |
| Arax Advisory Partners | 0.57% | Add +2623.1% | 973,489 | $85.6M |
| IFC Advisors LLC | 10.47% | No change | 938,049 | $82.5M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.1% | 922,894 | $81.1M |
| Mariner, LLC | 0.08% | Reduce -6.8% | 912,807 | $80.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.3% | 889,770 | $78.2M |
| Cetera Investment Advisers | 0.07% | Add +11.3% | 872,496 | $76.7M |
| Praetorian Wealth Management, Inc. | 12.97% | Add +1.6% | 855,232 | $75.2M |
| Gratus Wealth Advisors, LLC | 9.15% | Add +0.6% | 817,879 | $71.9M |
| Leelyn Smith, LLC | 8.48% | Add +4.4% | 793,605 | $69.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 756,909 | $65.5M |
| Creative Planning | 0.03% | Reduce -3.0% | 652,778 | $57.4M |
| Leavell Investment Management, Inc. | 2.00% | Reduce -1.5% | 621,914 | $54.7M |
| Janney Montgomery Scott LLC | 0.11% | New | 621,047 | $54.6M |
| Hengehold Capital Management LLC | 4.11% | Add +1.3% | 602,809 | $53.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | No change | 557,807 | $49.0M |
| Mars Jewett Financial Group, Inc. | 9.86% | Add +4790.8% | 554,130 | $48.7M |
| Beacon Capital Management, LLC | 6.84% | Reduce -21.6% | 530,802 | $46.7M |
| BTG Pactual Asset Management US LLC | 3.43% | Add +5.3% | 515,749 | $45.3M |
| MML Investors Services, LLC | 0.09% | Add +12.5% | 505,515 | $44.4M |
| Lido Advisors, LLC | 0.16% | Reduce -3.1% | 499,842 | $43.9M |
| Bernardo Wealth Planning LLC | 7.37% | Reduce -5.6% | 490,460 | $43.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 486,456 | $42.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.3% | 484,483 | $42.5M |
| Means Investment Co., Inc. | 3.13% | Reduce -1.7% | 470,858 | $41.4M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -0.8% | 469,236 | $41.3M |
| FC Advisory LLC | 10.69% | Reduce -1.6% | 459,040 | $40.4M |
| Savant Capital, LLC | 0.12% | Add +18.9% | 294,234 | $39.5M |
| ETF Portfolio Partners, Inc. | 9.20% | Reduce -1.4% | 440,043 | $38.7M |
| EP Wealth Advisors, LLC | 0.14% | Add +2.2% | 411,595 | $36.2M |
| Blue Edge Capital, LLC | 4.33% | Reduce -10.3% | 409,912 | $36.0M |
| Penserra Capital Management LLC | 0.28% | New | 407,245 | $35.8M |
| BHK Investment Advisors, LLC | 10.27% | Reduce -0.3% | 391,052 | $34.4M |
| Alps Advisors Inc. | 0.16% | Add +31.3% | 381,300 | $33.5M |
| HB Wealth Management, LLC | 0.19% | Add +0.2% | 379,143 | $33.3M |
| Angeles Investment Advisors, LLC | 1.96% | Add +2466.1% | 371,190 | $32.6M |
| CX Institutional | 0.87% | Reduce -7.2% | 344,313 | $30.3M |
| Apriem Advisors | 2.62% | Add +8.9% | 343,729 | $30.2M |
| Wealthfront Advisers LLC | 0.06% | Reduce -2.2% | 341,174 | $30.0M |
| Prospera Financial Services Inc | 0.43% | Add +2.9% | 336,415 | $29.6M |
| Jones Financial Companies LLLP | 0.01% | Add +12.3% | 343,479 | $29.0M |
| Erickson Financial Group, LLC | 15.10% | Reduce -13.4% | 320,460 | $28.2M |
| Amara Financial, Llc. | 16.62% | Add +1.0% | 316,007 | $27.8M |
| &partners | 0.11% | Add +3.3% | 312,826 | $27.6M |
| Clarity Financial LLC | 2.34% | Reduce -0.6% | 311,650 | $27.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -12.4% | 307,853 | $27.1M |
| D.A. Davidson & Co. | 0.15% | Reduce -27.4% | 302,209 | $26.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 286,950 | $25.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.37% | Add +9.1% | 284,728 | $25.0M |
| Creative Financial Designs Inc. | 1.17% | Add +3.5% | 279,673 | $24.6M |
| Zeit Capital LLC | 14.75% | Add +0.8% | 278,413 | $24.5M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +22.8% | 276,640 | $24.3M |
| Zhang Financial LLC | 0.69% | Add +5.3% | 269,582 | $23.7M |
| Salem Investment Counselors Inc. | 0.59% | Reduce -0.1% | 269,167 | $23.7M |
| Avior Wealth Management, LLC | 0.62% | Reduce -1.3% | 267,463 | $23.5M |
| Victory Capital Management Inc. | 0.01% | No change | 265,885 | $23.4M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -2.0% | 258,150 | $22.7M |
| Wheelhouse Advisory Group LLC | 6.32% | Add +2.5% | 254,581 | $22.4M |
| ODonnell Financial Services, LLC | 6.49% | Add +2.0% | 250,832 | $22.1M |
| Gateway Wealth Partners, LLC | 1.30% | Reduce -22.2% | 245,744 | $21.6M |
| Kingsview Wealth Management, LLC | 0.26% | Add +1.6% | 239,584 | $21.1M |
| Ieq Capital, LLC | 0.10% | Reduce -13.3% | 237,816 | $20.9M |
| Northeast Investment Management | 0.77% | Add +3.7% | 237,090 | $20.8M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -14.4% | 236,260 | $20.8M |
| Fifth Third Bancorp | 0.03% | Reduce -79.8% | 228,910 | $20.1M |
| AQR Capital Management | 0.01% | Add +5.7% | 228,065 | $20.0M |
| DT Investment Partners, LLC | 1.49% | Reduce -50.3% | 226,863 | $19.9M |
| Raab & Moskowitz Asset Management LLC | 3.97% | Reduce -0.2% | 224,090 | $19.7M |
| Randall & Associates Wealth Management | 11.82% | Add +30.9% | 217,296 | $19.1M |
| Cresset Asset Management, LLC | 0.07% | Reduce -0.4% | 216,008 | $19.0M |
| Blackston Financial Advisory Group, LLC | 10.68% | Reduce -2.3% | 215,599 | $19.0M |
| FMR LLC | 0.00% | Add +2.5% | 210,114 | $18.5M |
| US Bancorp \de | 0.02% | Add +0.5% | 207,977 | $18.3M |
| Woodard & Co. Asset Management Group Inc. | 2.62% | Add +22887.4% | 206,887 | $18.2M |
| NWF Advisory Services Inc. | 1.70% | Add +4.3% | 205,879 | $18.1M |
| Foundations Investment Advisors, LLC | 0.18% | Add +6.9% | 201,280 | $17.7M |
| Okabena Investment Services Inc. | 3.15% | Add +0.6% | 200,492 | $17.6M |
| Wealthspire Retirement, LLC | 0.95% | Reduce -5.8% | 197,038 | $17.3M |
| UNIVEST FINANCIAL Corp | 0.84% | Reduce -0.5% | 195,558 | $17.2M |
| Capstone Wealth Management Group, LLC | 5.92% | Add +16.6% | 190,425 | $16.7M |
| WealthShield Partners, LLC | 2.55% | Reduce -13.8% | 189,435 | $16.7M |
| Stephens Inc. | 0.19% | Reduce -0.2% | 188,074 | $16.5M |
| Cascade Financial Partners, LLC | 1.43% | Add +2.6% | 187,887 | $16.5M |
| Baird Financial Group, Inc. | 0.02% | Add +44.4% | 186,602 | $16.4M |
| CIBC Bancorp USA Inc. | 0.02% | Add +93.1% | 184,532 | $16.1M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +0.9% | 182,057 | $16.0M |
| R2 Capital Strategies, LLC | 6.95% | — | 174,485 | $15.3M |
| Focused Wealth Management, Inc | 1.32% | Reduce -0.3% | 170,372 | $15.0M |
| Pacific Center for Financial Services | 3.30% | Reduce -1.2% | 168,086 | $14.8M |
| Axxcess Wealth Management, LLC | 0.23% | Reduce -2.4% | 163,277 | $14.4M |
| J.W. Cole Advisors, Inc. | 0.24% | New | 160,865 | $14.1M |
| Sherman Wealth Management LLC | 10.57% | Reduce -1.0% | 159,743 | $14.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.75% | Reduce -3.2% | 159,458 | $14.0M |
| Waverly Advisors, LLC | 0.08% | Add +14.9% | 156,140 | $13.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 154,140 | $13.6M |
| Focus Partners Wealth | 0.01% | Reduce -16.5% | 153,239 | $13.5M |
| Pennsylvania Capital Management Inc. | 3.41% | Reduce -0.8% | 152,625 | $13.4M |
| Philadelphia Trust Co. | 0.86% | Reduce -6.2% | 152,500 | $13.4M |
| Allstreet Capital Advisors LLC | 8.70% | Add +2.7% | 152,150 | $13.4M |
| Independent Financial Group, LLC | 0.24% | Add +22.7% | 148,916 | $13.1M |
| Cedar Point Capital Partners, LLC | 7.46% | Add +1.4% | 147,385 | $13.0M |
| Fingerlakes Wealth Management, Inc. | 6.89% | Add +3.3% | 145,553 | $12.8M |
| Investment Insight Wealth Management, LLC | 11.08% | Add +6.9% | 145,446 | $12.8M |
| Park Avenue Securities LLC | 0.08% | New | 142,411 | $12.5M |
| Truist Financial Corp. | 0.01% | Reduce -4.5% | 135,681 | $11.9M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -49.2% | 135,250 | $11.9M |
| Clarus Wealth Advisors | 4.57% | Reduce -50.4% | 135,598 | $11.9M |
| Stratos Investment Management, LLC | 0.42% | Reduce -15.2% | 133,753 | $11.8M |
| Capital Planning LLC | 3.42% | Reduce -1.2% | 133,729 | $11.8M |
| Harbour Investments, Inc. | 0.16% | Reduce -0.8% | 132,912 | $11.7M |
| Clifford Group, LLC | 8.05% | Reduce -9.2% | 132,415 | $11.6M |
| Quadcap Wealth Management, LLC | 1.12% | Add +6.3% | 130,737 | $11.5M |
| Darwin Wealth Management, LLC | 3.13% | Reduce -3.0% | 130,172 | $11.4M |
| AE Wealth Management LLC | 0.05% | Add +81.6% | 130,079 | $11.4M |
| Quantinno Capital Management LP | 0.01% | Add +83.4% | 129,188 | $11.4M |
| Centaurus Financial, Inc. | 0.44% | Add +1.6% | 127,559 | $11.2M |
| Resolute Advisors LLC | 2.66% | No change | 126,108 | $11.1M |
| Apollon Financial, LLC | 1.29% | Add +1.0% | 124,191 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -17.1% | 121,873 | $10.7M |
| Cypress Wealth Services, LLC | 1.27% | Reduce -2.2% | 117,719 | $10.3M |
| Waystone Advisors LLC | 7.52% | Add +5.8% | 114,718 | $10.1M |
| Bessemer Group Inc. | 0.01% | Add +733.1% | 113,265 | $10.0M |
| TFB Advisors LLC | 4.33% | Reduce -2.7% | 111,706 | $9.8M |
| Baring Financial LLC | 5.36% | Reduce -3.9% | 110,432 | $9.7M |
| Coquina Private Wealth LLC | 6.49% | Add +7.6% | 108,719 | $9.6M |
| Knightsbridge Asset Management, LLC | 1.24% | Add +6.0% | 106,853 | $9.4M |
| Blair William & Co. | 0.02% | Reduce -8.1% | 106,666 | $9.4M |
| Gladwyn Financial Advisors, Inc. | 5.86% | Reduce -0.4% | 106,628 | $9.4M |
| McClarren Financial Advisors, Inc. | 4.82% | Add +0.6% | 106,151 | $9.3M |
| Valicenti Advisory Services Inc. | 1.75% | Add +1.8% | 105,515 | $9.3M |
| Royal Fund Management, LLC | 0.77% | Reduce -3.1% | 104,959 | $9.2M |
| Citigroup Inc. | 0.00% | Reduce -2.4% | 104,915 | $9.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.9% | 102,073 | $9.0M |
| Choreo, LLC | 0.10% | Reduce -1.3% | 101,916 | $9.0M |
| Accredited Investors Inc. | 0.38% | Add +2.1% | 99,742 | $8.8M |
| Center For Asset Management LLC | 3.88% | Reduce -0.9% | 99,507 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -14.3% | 98,378 | $8.6M |
| Joel Isaacson & Co., LLC | 0.25% | Reduce -0.5% | 97,546 | $8.6M |
| Alexis Investment Partners, LLC | 4.94% | Reduce -10.3% | 97,765 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -7.5% | 95,137 | $8.4M |
| Vanguard Advisers Inc. | 0.03% | Add +5.4% | 91,153 | $8.0M |
| AlphaCore Capital LLC | 0.15% | Reduce -7.9% | 91,038 | $8.0M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +25.9% | 90,063 | $7.9M |
| Global Retirement Partners, LLC | 0.12% | — | 90,009 | $7.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -8.3% | 88,161 | $7.7M |
| Richard P Slaughter Associates Inc | 1.51% | Reduce -11.4% | 86,422 | $7.6M |
| Plan Group Financial, LLC | 1.57% | Add +11.1% | 86,279 | $7.6M |
| HUB Investment Partners, LLC | 0.14% | Add +5.8% | 85,094 | $7.5M |
| American Financial & Tax Strategies Inc. | 3.36% | Reduce -6.5% | 84,573 | $7.4M |
| Brookstone Capital Management | 0.07% | Add +10.2% | 82,740 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -4.6% | 81,696 | $7.2M |
| Mgo One Seven LLC | 0.12% | Reduce -1.1% | 81,104 | $7.1M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -80.3% | 79,740 | $7.0M |
| Mathes Company, Inc. | 2.17% | Add +0.3% | 79,150 | $7.0M |
| Sicart Associates LLC | 1.68% | Add +1.8% | 78,205 | $6.9M |
| PCM Encore, LLC | 1.18% | Add +53.6% | 76,663 | $6.7M |
| Checchi Capital Advisers, LLC | 0.42% | Add +64.8% | 75,983 | $6.7M |
| Milestone Asset Management Group, LLC | 3.33% | Add +2.0% | 75,231 | $6.6M |
| Kintra Wealth, LLC | 0.34% | Add +5.1% | 72,122 | $6.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +44.3% | 73,108 | $6.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +31.9% | 72,332 | $6.4M |
| Atria Investments, Inc | 0.06% | Add +23.2% | 72,109 | $6.3M |
| Daymark Wealth Partners, LLC | 0.15% | Add +1927.7% | 69,144 | $6.1M |
| Virtu Financial LLC | 0.19% | Reduce -50.5% | 68,880 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.8% | 68,399 | $6.0M |
| Hoffman, Alan N Investment Management | 3.50% | Add +4.2% | 67,302 | $5.9M |
| Silver Oak Securities, Incorporated | 0.36% | Reduce -7.5% | 67,235 | $5.9M |
| Sigma Planning Corp | 0.15% | Add +56.5% | 66,718 | $5.9M |
| One Capital Management, LLC | 0.16% | Reduce -80.0% | 15,899 | $5.8M |
| Cornerstone Financial Management LLC | 4.68% | Reduce -0.8% | 66,353 | $5.8M |
| Fiduciary Alliance LLC | 0.39% | Reduce -1.8% | 65,427 | $5.8M |
| Tactive Advisors, LLC | 1.40% | Add +4.3% | 64,540 | $5.7M |
| Berger Financial Group, Inc | 0.29% | Add +0.8% | 64,100 | $5.6M |
| Schroder Investment Management Group | 0.00% | Reduce -35.8% | 64,922 | $5.6M |
| Flagship Private Wealth, LLC | 1.98% | Reduce -1.6% | 63,846 | $5.6M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -0.9% | 63,761 | $5.6M |
| Junk Investment Group, LLC | 2.48% | Reduce -1.8% | 63,622 | $5.6M |
| Mayfair Advisory Group, LLC | 1.66% | Add +7.7% | 65,066 | $5.5M |
| Sound Income Strategies, LLC | 0.25% | Add +11.8% | 62,507 | $5.5M |
| Stone Wealth Partners | 3.94% | Add +4.1% | 61,221 | $5.4M |
| Spire Wealth Management | 0.16% | Reduce -11.0% | 61,208 | $5.4M |
| Ifrah Financial Services, Inc. | 1.30% | Reduce -1.0% | 60,379 | $5.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -95.3% | 59,920 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Add +1392.2% | 59,090 | $5.2M |
| Integrity Alliance, Llc. | 0.16% | Add +4.1% | 58,993 | $5.2M |
| Principal Securities, Inc. | 0.06% | Add +2.2% | 58,685 | $5.2M |
| Breakwater Investment Management | 1.75% | Reduce -3.3% | 58,624 | $5.2M |
| Insigneo Advisory Services, LLC | 0.19% | Add +1.4% | 57,170 | $5.0M |
| Strategic Financial Partners, Ltd. | 1.89% | Reduce -2.6% | 57,140 | $5.0M |
| D. E. Shaw & Co. | 0.00% | New | 57,057 | $5.0M |
| Mather Group, Llc. | 0.04% | No change | 57,003 | $5.0M |
| Silverlake Wealth Management LLC | 0.96% | Add +2.3% | 56,857 | $5.0M |
| Accurate Wealth Management, LLC | 0.47% | Add +12.7% | 55,088 | $4.9M |
| Maridea Wealth Management LLC | 0.53% | Reduce -2.8% | 55,667 | $4.9M |
| Bawa N Mallick Trust | 1.56% | No change | 55,020 | $4.8M |
| Breakwater Capital Group | 0.57% | Add +4.1% | 53,888 | $4.7M |
| Three Bearings Fiduciary Advisors, Inc. | 4.21% | Add +1.4% | 53,419 | $4.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +23.4% | 53,319 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.46% | Reduce -0.5% | 52,892 | $4.6M |
| Encompass Wealth Advisors, LLC | 1.41% | No change | 52,836 | $4.6M |
| Northbridge Financial Group, LLC | 1.75% | Add +18.2% | 51,890 | $4.6M |
| Pinnacle Bancorp, Inc. | 1.18% | Reduce -0.8% | 51,483 | $4.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -12.3% | 51,423 | $4.5M |
| Colorado Capital Management, Inc. | 1.53% | Add +3.0% | 51,015 | $4.5M |
| Oxford Wealth Group, LLC | 1.99% | Add +13.2% | 50,516 | $4.4M |
| Horizon Investment Services, LLC | 1.23% | No change | 50,488 | $4.4M |
| Accretive Wealth Partners, LLC | 1.08% | No change | 50,322 | $4.4M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -7.0% | 49,476 | $4.3M |
| Mission Wealth Management, LP | 0.05% | Add +163.6% | 49,367 | $4.3M |
| Forum Private Client Group LLC | 1.29% | Add +2.7% | 49,277 | $4.3M |
| Savvy Advisors, Inc. | 0.09% | Add +1.7% | 48,985 | $4.3M |
| HighPoint Advisor Group LLC | 0.15% | Add +4.6% | 47,763 | $4.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.5% | 47,512 | $4.2M |
| TD Private Client Wealth LLC | 0.08% | Reduce -1.2% | 47,458 | $4.2M |
| Sharkey, Howes & Javer | 0.50% | Reduce -4.4% | 47,449 | $4.2M |
| XTX Topco Ltd | 0.05% | Add +241.0% | 47,394 | $4.2M |
| CDM Financial Counseling Services, Inc. | 3.57% | Reduce -4.8% | 47,114 | $4.1M |
| Pathway Financial Advisers, LLC | 1.02% | Add +1.4% | 46,004 | $4.0M |
| Silicon Valley Capital Partners | 0.33% | Reduce -1.7% | 45,833 | $4.0M |
| Spirepoint Private Client, LLC | 0.32% | Add +0.7% | 45,492 | $4.0M |
| High Net Worth Advisory Group LLC | 0.85% | Add +1.7% | 45,447 | $4.0M |
| 1900 Wealth Management LLC | 0.22% | No change | 44,757 | $3.9M |
| Pillar Financial Advisors, LLC | 2.01% | Reduce -5.4% | 43,793 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -50.1% | 43,604 | $3.8M |
| Eagle Wealth Advisors LLC | 2.91% | Reduce -1.4% | 43,415 | $3.8M |
| GTS Securities LLC | 0.08% | Reduce -58.8% | 43,269 | $3.8M |
| Ballentine Partners, LLC | 0.05% | Reduce -1.4% | 43,180 | $3.8M |
| WNY Asset Management, LLC | 0.33% | Reduce -0.2% | 42,535 | $3.7M |
| Sheridan Capital Management, LLC | 1.76% | No change | 41,720 | $3.7M |
| Hilltop Wealth Advisors, LLC | 1.79% | Reduce -1.6% | 40,715 | $3.6M |
| CoreCap Advisors, LLC | 0.10% | Reduce -2.0% | 40,353 | $3.5M |
| Fisher Asset Management | 0.00% | Reduce -2.4% | 40,320 | $3.5M |
| Bank of Hawaii | 0.17% | Reduce -8.2% | 40,149 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.3% | 39,664 | $3.5M |
| Kovack Advisors, Inc. | 0.17% | Add +2.6% | 39,526 | $3.5M |
| RMG Wealth Management LLC | 0.36% | New | 40,336 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +6.1% | 39,473 | $3.5M |
| Vanguard National Trust Co | 0.19% | No change | 39,415 | $3.5M |
| Sowell Financial Services LLC | 0.11% | Reduce -10.3% | 38,445 | $3.4M |
| Francis Financial, Inc. | 0.55% | Add +28.0% | 37,925 | $3.3M |
| Sendero Wealth Management, LLC | 0.33% | New | 37,483 | $3.3M |
| Basso Capital Management, L.P. | 0.80% | New | 37,073 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +56.0% | 36,726 | $3.2M |
| Fortune 45 LLC | 1.38% | No change | 36,611 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -96.0% | 36,560 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +1.4% | 36,121 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.6% | 35,982 | $3.2M |
| Merited Wealth, LLC | 2.23% | Reduce -6.3% | 35,935 | $3.2M |
| Eagle Strategies LLC | 0.31% | Add +3.5% | 35,697 | $3.1M |
| Beaumont Asset Management, L.L.C. | 1.21% | Add +6.3% | 35,335 | $3.1M |
| Money Concepts Capital Corp. | 0.14% | Add +1.1% | 35,290 | $3.1M |
| MAI Capital Management | 0.01% | Reduce -2.9% | 34,524 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +4.1% | 34,221 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.2% | 34,016 | $3.0M |
| First Heartland Consultants, Inc. | 0.19% | Add +4.0% | 33,987 | $3.0M |
| Allworth Financial LP | 0.01% | Add +5.4% | 33,638 | $3.0M |
| World Investment Advisors | 0.05% | Reduce -80.3% | 11,749 | $3.0M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.1% | 33,571 | $3.0M |
| NewEdge Wealth, LLC | 0.03% | Add +1.2% | 33,323 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -8.6% | 32,920 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -28.8% | 32,846 | $2.9M |
| N.E.W. Advisory Services LLC | 0.19% | Reduce -1.4% | 32,504 | $2.9M |
| Financial Life Planners | 1.83% | Reduce -0.8% | 32,345 | $2.8M |
| Bright Futures Wealth Management, LLC. | 1.84% | Add +0.4% | 32,344 | $2.8M |
| Veridan Wealth LLC | 0.98% | Reduce -6.6% | 31,982 | $2.8M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -21.7% | 31,891 | $2.8M |
| Finward Bancorp | 2.12% | Reduce -0.3% | 31,846 | $2.8M |
| Plancorp, LLC | 0.07% | No change | 31,910 | $2.8M |
| Tidal Investments LLC | 0.01% | New | 31,451 | $2.8M |
| First Citizens Bank & Trust Co. | 0.04% | No change | 30,915 | $2.7M |
| Fearless Solutions, LLC dba Best Invest | 1.43% | Reduce -0.4% | 30,842 | $2.7M |
| M3 Advisory Group, LLC | 1.40% | Add +79.8% | 30,774 | $2.7M |
| Dopkins Wealth Management, LLC | 0.97% | Add +0.8% | 30,442 | $2.7M |
| Rik Saylor Financial, Inc. | 1.75% | Reduce -0.1% | 30,025 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.63% | Reduce -3.8% | 29,898 | $2.6M |
| Avant Capital LLC | 1.64% | Reduce -0.2% | 29,843 | $2.6M |
| Ascent Group, LLC | 0.08% | Reduce -11.8% | 29,441 | $2.6M |
| Lazari Capital Management, Inc. | 0.80% | Add +0.8% | 29,084 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | Add +24.9% | 28,711 | $2.5M |
| Keybank National Association | 0.01% | Add +11.2% | 28,658 | $2.5M |
| Continuum Advisory, LLC | 0.20% | Add +3.9% | 28,589 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 0.98% | Reduce -3.5% | 28,452 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.4% | 27,841 | $2.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +48.7% | 27,599 | $2.4M |
| Causey Wealth LLC | 0.95% | Reduce -2.9% | 27,553 | $2.4M |
| IMC-Chicago, LLC | 0.02% | Add +566.3% | 27,183 | $2.4M |
| Carr Financial Group Corp | 0.55% | Reduce -3.9% | 26,932 | $2.4M |
| Independent Wealth Advisors LLC | 2.14% | Reduce -6.9% | 26,881 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 26,842 | $2.4M |
| Griffin Asset Management, Inc. | 0.25% | Reduce -1.9% | 26,683 | $2.3M |
| Elevation Capital Advisory, LLC | 0.91% | Reduce -68.0% | 26,668 | $2.3M |
| Ethos Financial Group, LLC | 0.16% | Reduce -20.1% | 28,193 | $2.3M |
| Kera Capital Partners, Inc. | 0.22% | Reduce -42.3% | 26,437 | $2.3M |
| Bucket List Wealth Management, LLC | 1.12% | Reduce -25.2% | 25,945 | $2.3M |
| Argent Trust Co | 0.07% | No change | 25,885 | $2.3M |
| Gilliland Jeter Wealth Management LLC | 0.59% | No change | 25,515 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.3% | 25,426 | $2.2M |
| Summitry LLC | 0.07% | New | 25,302 | $2.2M |
| McMill Wealth Management | 0.53% | Reduce -84.4% | 14,112 | $2.2M |
| PFG Advisors | 0.11% | Add +51.2% | 25,098 | $2.2M |
| Blue Trust, Inc. | 0.02% | Add +6.6% | 24,695 | $2.2M |
| Compass Financial Management LLC | 0.26% | — | 24,295 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +10.9% | 24,064 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -13.1% | 24,030 | $2.1M |
| Natixis Advisors, LLC | 0.00% | New | 23,776 | $2.1M |
| Owen LaRue, LLC | 0.73% | Add +10.9% | 23,713 | $2.1M |
| Sovereign Financial Group, Inc. | 0.31% | Reduce -4.1% | 23,330 | $2.1M |
| Keystone Financial Group | 0.12% | Reduce -10.1% | 23,265 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +16.9% | 23,222 | $2.0M |
| RFP Financial Group LLC | 0.91% | Reduce -10.0% | 23,212 | $2.0M |
| IFP Advisors, Inc | 0.04% | Reduce -64.5% | 23,041 | $2.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -26.2% | 22,891 | $2.0M |
| Willner & Heller, LLC | 1.26% | Add +0.5% | 22,816 | $2.0M |
| Old National Bancorp | 0.04% | No change | 22,775 | $2.0M |
| Meridian Wealth Management, LLC | 0.06% | Add +6.3% | 22,329 | $2.0M |
| StoneX Group Inc. | 0.08% | Reduce -0.4% | 22,129 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 21,994 | $1.9M |
| Crescent Grove Advisors, LLC | 0.16% | Reduce -0.2% | 21,922 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.18% | Add +0.8% | 21,647 | $1.9M |
| Simplicity Wealth,LLC | 0.06% | Add +14.1% | 21,639 | $1.9M |
| Advisory Alpha, LLC | 0.05% | Add +27.3% | 21,398 | $1.9M |
| Westbourne Investments, Inc. | 0.76% | Add +1.1% | 21,125 | $1.9M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +0.1% | 21,108 | $1.9M |
| Capital Group Private Client Services, Inc. | 0.03% | No change | 20,898 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +7.9% | 20,886 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -0.3% | 20,882 | $1.8M |
| Lloyd Advisory Services, LLC. | 0.70% | Add +416.5% | 20,633 | $1.8M |
| SCS Capital Management LLC | 0.02% | Add +1.7% | 20,608 | $1.8M |
| Vise Technologies, Inc. | 0.02% | Add +111.5% | 20,542 | $1.8M |
| Strategic Investment Solutions, Inc. | 0.41% | Reduce -24.1% | 20,532 | $1.8M |
| Alliancebernstein L.P. | 0.00% | No change | 4,910 | $1.8M |
| Fee-Only Financial Planning, L.C. | 0.97% | No change | 20,500 | $1.8M |
| Fischer Investment Strategies, LLC | 0.85% | Reduce -26.8% | 20,373 | $1.8M |
| Mosaic Advisors LLC | 2.40% | Reduce -80.0% | 20,366 | $1.8M |
| Flatrock Wealth Partners LLC | 0.70% | Reduce -0.5% | 20,175 | $1.8M |
| WealthTrust Asset Management, LLC | 0.96% | New | 20,136 | $1.8M |
| Nwam LLC | 0.09% | Add +0.1% | 20,081 | $1.8M |
| Tme Financial, Inc. | 1.08% | Add +6.5% | 19,834 | $1.7M |
| Procyon Advisors, LLC | 0.07% | Reduce -1.3% | 19,763 | $1.7M |
| Oxbow Advisors, LLC | 0.14% | Reduce -0.1% | 19,600 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +4.1% | 19,521 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.07% | Reduce -3.9% | 19,462 | $1.7M |
| Betterment LLC | 0.00% | Reduce -1.1% | 19,365 | $1.7M |
| Dana Investment Advisors, Inc. | 0.04% | Add +1.6% | 19,202 | $1.7M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 19,154 | $1.7M |
| American Trust | 0.13% | Add +5.3% | 19,143 | $1.7M |
| AlTi Global, Inc. | 0.03% | No change | 19,060 | $1.7M |
| Midwest Trust Co | 0.02% | Add +11.3% | 19,000 | $1.7M |
| Investment Planning Advisors, Inc. | 0.38% | Reduce -0.2% | 18,882 | $1.7M |
| Sovran Advisors, LLC | 0.12% | Reduce -78.6% | 19,621 | $1.7M |
| Richardson Financial Services Inc. | 0.94% | Add +50.2% | 18,832 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.7% | 18,794 | $1.7M |
| Pathstone Holdings, LLC | 0.00% | Add +50.8% | 18,747 | $1.6M |
| Florida Financial Advisors, LLC | 0.28% | Add +0.6% | 18,528 | $1.6M |
| Nicolet Bankshares Inc. | 0.05% | Reduce -9.3% | 18,433 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +7.8% | 18,505 | $1.6M |
| Sfm, LLC | 0.83% | Add +248.3% | 18,445 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Reduce -10.1% | 18,283 | $1.6M |
| LifePlan Financial, LLC | 1.13% | Reduce -3.7% | 18,271 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +0.6% | 18,270 | $1.6M |
| Tempo Wealth, LLC | 0.24% | Reduce -1.9% | 18,207 | $1.6M |
| Choate Investment Advisors | 0.03% | No change | 17,988 | $1.6M |
| Avestar Capital, LLC | 0.09% | Add +4.1% | 17,953 | $1.6M |
| Landaas & Co. /Wi | 0.28% | Add +228.3% | 17,386 | $1.5M |
| Fort Sheridan Advisors LLC | 0.16% | Add +2.2% | 17,271 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.10% | New | 17,225 | $1.5M |
| Jacobi Capital Management LLC | 0.07% | Reduce -7.3% | 17,150 | $1.5M |
| Perryman Financial Advisory Inc. | 0.20% | No change | 17,142 | $1.5M |
| Hershey Financial Advisers, LLC | 1.08% | New | 17,132 | $1.5M |
| VSM Wealth Advisory, LLC | 0.40% | Reduce -1.3% | 16,919 | $1.5M |
| First Horizon Corp. | 0.06% | Add +0.4% | 16,910 | $1.5M |
| LifeSteps Financial, Inc. | 0.69% | Reduce -4.2% | 16,739 | $1.5M |
| Crown Wealth Group, LLC | 0.37% | Add +10.3% | 16,734 | $1.5M |
| New Wave Wealth Advisors LLC | 0.40% | New | 16,704 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.9% | 16,651 | $1.5M |
| WCG Wealth Advisors LLC | 0.03% | New | 16,607 | $1.5M |
| Adirondack Capital Advisors, LLC | 0.77% | No change | 16,355 | $1.4M |
| Insight Advisors, LLC/ PA | 0.25% | Reduce -2.0% | 16,295 | $1.4M |
| Kassira Wealth Management LLC | 1.15% | No change | 16,250 | $1.4M |
| Diversify Advisory Services, LLC | 0.02% | New | 16,884 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -80.5% | 16,884 | $1.4M |
| Liberty Wealth Management LLC | 0.18% | Reduce -80.0% | 3,881 | $1.4M |
| Worth Asset Management, LLC | 0.45% | Reduce -15.6% | 16,068 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +63.1% | 15,977 | $1.4M |
| Hollencrest Capital Management | 0.09% | No change | 15,850 | $1.4M |
| Graney & King, LLC | 0.50% | Add +2.4% | 15,714 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +53.6% | 15,687 | $1.4M |
| Capital Squared Financial LLC | 0.90% | Reduce -6.4% | 15,664 | $1.4M |
| Legacy Wealth Managment, LLC | 0.57% | Add +2.4% | 15,658 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 15,540 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -2.7% | 15,525 | $1.4M |
| First International Bank of Israel Ltd. | 0.37% | New | 15,330 | $1.3M |
| Echo Wealth Management, LLC | 0.68% | Reduce -2.9% | 15,231 | $1.3M |
| Brighton Jones LLC | 0.02% | Add +3.8% | 15,217 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +14.0% | 14,944 | $1.3M |
| Detalus Advisors, LLC | 0.26% | Reduce -0.5% | 14,888 | $1.3M |
| Jump Financial, LLC | 0.01% | New | 14,873 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Add +41.8% | 14,848 | $1.3M |
| City State Bank | 0.30% | Add +13.2% | 14,700 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.35% | No change | 14,680 | $1.3M |
| Pennington Partners & Co., LLC | 0.41% | No change | 14,515 | $1.3M |
| Well Done, LLC | 0.17% | No change | 14,490 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.07% | No change | 14,470 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -0.4% | 14,441 | $1.3M |
| Prosperity Consulting Group, LLC | 0.05% | Add +1.3% | 14,375 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.8% | 14,122 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +5.1% | 14,080 | $1.2M |
| Marin Bay Wealth Advisors, LLC | 0.66% | Reduce -6.4% | 14,064 | $1.2M |
| Retirement Guys Formula LLC | 0.46% | Reduce -0.8% | 13,938 | $1.2M |
| J. M. Brown & Associates Inc. | 0.70% | — | 13,933 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.0% | 13,925 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -27.1% | 13,912 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -76.2% | 13,903 | $1.2M |
| Estate Counselors, LLC | 0.10% | New | 13,870 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +104.5% | 13,771 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +106.0% | 13,660 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +12.3% | 13,543 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +20.6% | 13,505 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 13,335 | $1.2M |
| LongView Wealth Management | 0.30% | Reduce -7.8% | 13,270 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 12,891 | $1.1M |
| VestGen Advisors, LLC | 0.03% | New | 12,776 | $1.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.88% | No change | 12,708 | $1.1M |
| Modern Wealth Management, LLC | 0.01% | Add +6.9% | 12,698 | $1.1M |
| Bank of Montreal | 0.00% | Add +41.4% | 12,670 | $1.1M |
| Ridgepath Capital Management LLC | 0.48% | No change | 12,480 | $1.1M |
| Certuity, LLC | 0.05% | No change | 12,430 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -0.8% | 12,410 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 12,390 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.08% | No change | 12,341 | $1.1M |
| Americana Partners, LLC | 0.02% | No change | 12,335 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.75% | New | 12,255 | $1.1M |
| Weaver Consulting Group | 0.22% | Reduce -2.0% | 12,209 | $1.1M |
| Aspiriant, LLC | 0.03% | Reduce -6.0% | 12,200 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Add +309.0% | 12,187 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.4% | 12,124 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -0.5% | 12,119 | $1.1M |
| Pinion Investment Advisors, LLC | 0.20% | Add +4.7% | 12,097 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -2.2% | 12,091 | $1.1M |
| Private Wealth Group, LLC | 0.41% | No change | 12,090 | $1.1M |
| Ethos Capital Management, Inc. | 0.74% | Reduce -28.4% | 11,793 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.9% | 11,627 | $1.0M |
| Squire Investment Management Company, LLC | 0.25% | No change | 11,625 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.7% | 11,545 | $1.0M |
| Prestige Wealth Management Group LLC | 0.18% | No change | 11,500 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | Add +1.9% | 11,227 | $987K |
| Key Capital Management, INC | 0.51% | Reduce -1.8% | 11,209 | $985K |
| Hartline Investment Corp./ | 0.09% | Reduce -17.1% | 11,125 | $978K |
| Rolek Wealth Management LLC | 0.55% | No change | 11,095 | $975K |
| Centennial Advisors, LLC | 1.16% | Add +87.6% | 11,066 | $973K |
| Qube Research & Technologies Ltd | 0.00% | Add +40.5% | 11,009 | $968K |
| Wagner Wealth Management, LLC | 0.18% | No change | 10,982 | $965K |
| Resurgent Financial Advisors LLC | 0.27% | Add +55.1% | 10,973 | $965K |
| Focus Financial Network, Inc. | 0.03% | Add +4.4% | 10,951 | $963K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.5% | 10,815 | $951K |
| Regions Financial Corp. | 0.01% | Add +35.0% | 10,789 | $948K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -71.3% | 10,670 | $938K |
| Capital Investment Counsel, LLC | 0.12% | Reduce -6.3% | 10,565 | $929K |
| Parsons Capital Management Inc. | 0.04% | Reduce -9.6% | 10,405 | $915K |
| QRG Capital Management, Inc. | 0.01% | Add +150.5% | 10,146 | $892K |
| Citizens Financial Group Inc. | 0.01% | Reduce -33.1% | 10,089 | $887K |
| Csenge Advisory Group | 0.04% | Reduce -40.5% | 10,012 | $880K |
| PFG Investments, LLC | 0.03% | Add +7.9% | 10,003 | $879K |
| Financial Management Network Inc. | 0.13% | Reduce -10.9% | 10,033 | $871K |
| Accel Wealth Management | 0.20% | Reduce -2.5% | 9,890 | $869K |
| Bestgate Wealth Advisors, LLC | 1.38% | No change | 9,855 | $866K |
| Quent Capital, LLC | 0.05% | Reduce -19.9% | 9,787 | $860K |
| DiPaolo Financial Group, Inc. | 0.56% | Reduce -2.8% | 9,760 | $858K |
| McAdam, LLC | 0.03% | Reduce -11.1% | 9,748 | $857K |
| Private Trust Co. NA | 0.07% | Add +15.2% | 9,709 | $854K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -4.3% | 9,699 | $853K |
| Summit Investment Advisory Services, LLC | 0.21% | Reduce -10.0% | 9,551 | $840K |
| FF Advisors,LLC | 0.31% | Reduce -80.0% | 9,530 | $838K |
| Avalon Trust Co | 0.05% | Reduce -14.3% | 9,500 | $835K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 9,499 | $835K |
| Catalyst Financial Partners LLC | 0.08% | No change | 9,475 | $833K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 9,475 | $833K |
| HBW Advisory Services LLC | 0.08% | Add +0.3% | 9,455 | $831K |
| Serenus Wealth Advisors, LLC | 0.14% | No change | 9,365 | $823K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.6% | 9,350 | $822K |
| DHJJ Financial Advisors, Ltd. | 0.24% | Add +1764.6% | 9,323 | $820K |
| Optivise Advisory Services LLC | 0.41% | Add +14.0% | 9,260 | $814K |
| Colton Groome Financial Advisors, LLC | 0.20% | Reduce -9.3% | 9,240 | $812K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -82.4% | 9,063 | $797K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -48.0% | 9,050 | $796K |
| Balefire, LLC | 0.13% | Reduce -3.9% | 9,040 | $795K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.1% | 9,023 | $793K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.3% | 8,986 | $790K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -59.6% | 8,957 | $787K |
| Wealth Management Nebraska | 0.07% | Add +2.7% | 8,935 | $785K |
| Westmount Partners, LLC | 0.17% | Reduce -0.2% | 8,906 | $783K |
| CVA Family Office, LLC | 0.07% | Reduce -2.5% | 8,890 | $781K |
| Synergy Investment Management, LLC | 0.19% | No change | 8,880 | $781K |
| Asempa Wealth Advisors | 0.59% | No change | 8,799 | $774K |
| Atwood & Palmer Inc. | 0.04% | Reduce -20.3% | 8,776 | $772K |
| Buttonwood Financial Advisors Inc. | 0.23% | Reduce -4.7% | 8,736 | $768K |
| Zinnia Wealth Advisory, LLC | 0.78% | No change | 8,735 | $768K |
| Latitude Advisors, LLC | 0.31% | Add +1.3% | 8,705 | $765K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -80.0% | 8,693 | $764K |
| Guardian Capital, LLC | 0.62% | Reduce -20.9% | 8,673 | $762K |
| Independent Solutions Wealth Management, LLC | 0.10% | No change | 8,670 | $762K |
| AA Financial Advisors, LLC | 0.09% | Add +1.2% | 8,659 | $761K |
| United Advisor Group, LLC | 0.08% | Add +0.8% | 8,652 | $761K |
| Legacy Advisory Services, LLC | 0.54% | Add +2.8% | 8,647 | $760K |
| Nuveen, LLC | 0.00% | New | 8,628 | $758K |
| Rodgers & Associates, LTD | 0.07% | Reduce -1.4% | 8,622 | $758K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +6.9% | 8,592 | $755K |
| LS Investment Advisors, LLC | 0.10% | No change | 8,550 | $752K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.7% | 8,525 | $749K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -7.2% | 8,511 | $748K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.1% | 8,505 | $748K |
| Bailard, Inc. | 0.02% | No change | 8,500 | $747K |
| Lakeshore Financial Planning, Inc. | 0.24% | Add +1.2% | 8,388 | $737K |
| National Wealth Management Group, LLC | 0.22% | Reduce -25.0% | 8,250 | $725K |
| Measured Wealth Private Client Group, LLC | 0.18% | No change | 8,249 | $725K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +83.4% | 8,245 | $725K |
| Capstone Wealth Management Group, Inc. | 0.43% | — | 8,206 | $721K |
| Aurora Private Wealth, Inc. | 0.45% | Reduce -0.8% | 8,134 | $715K |
| MPWM Advisory Solutions, LLC | 0.32% | No change | 8,030 | $706K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 7,970 | $701K |
| JGP Wealth Management, LLC | 0.06% | Reduce -1.0% | 7,967 | $700K |
| Pacific Point Advisors, LLC | 0.32% | No change | 7,880 | $693K |
| Mfa Wealth Advisors, LLC | 0.12% | No change | 7,862 | $691K |
| Maryland Capital Advisors Inc. | 0.22% | — | 7,850 | $690K |
| Smith, Moore & Co. | 0.04% | Reduce -0.1% | 7,795 | $685K |
| Sage Investment Advisers LLC | 0.46% | Add +6.9% | 7,775 | $683K |
| Traphagen Investment Advisors LLC | 0.05% | No change | 7,772 | $683K |
| Marex Group Ltd | 0.01% | New | 7,762 | $682K |
| Canvas Wealth Advisors, LLC | 0.09% | No change | 7,725 | $679K |
| Citadel Advisors | 0.00% | New | 7,709 | $678K |
| Berkshire Asset Management LLC | 0.03% | Reduce -2.6% | 7,653 | $673K |
| Gotham Asset Management | 0.00% | Add +0.9% | 7,640 | $672K |
| Rasp Wealth Solutions, LLC | 0.22% | — | 7,618 | $670K |
| Woodward Financial Advisors, Inc. | 0.22% | — | 7,600 | $668K |
| David Kennon Inc | 0.22% | Reduce -5.6% | 7,507 | $660K |
| Cozad Asset Management Inc. | 0.04% | No change | 7,490 | $658K |
| Carroll Investors, Inc | 0.28% | Reduce -80.6% | 7,435 | $654K |
| Financial Freedom, LLC | 0.30% | Add +0.1% | 7,393 | $650K |
| Embree Financial Group | 0.06% | Reduce -0.1% | 7,335 | $645K |
| Heritage Investment Group, Inc. | 0.09% | Reduce -2.3% | 7,313 | $643K |
| ICONIQ Capital, LLC | 0.02% | No change | 7,295 | $641K |
| Regal Investment Advisors LLC | 0.03% | Reduce -0.1% | 7,292 | $641K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 7,265 | $639K |
| Commerce Bank | 0.00% | Reduce -5.7% | 7,250 | $637K |
| Platform Technology Partners | 0.10% | Add +2.4% | 7,225 | $635K |
| CVFG LLC | 0.07% | Reduce -6.2% | 7,210 | $634K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -80.0% | 1,723 | $633K |
| Rossby Financial, LCC | 0.12% | Add +1.3% | 7,195 | $633K |
| WBH Advisory Inc. | 0.04% | New | 7,134 | $627K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 7,131 | $627K |
| RDA Financial Network | 0.14% | Add +1.3% | 7,088 | $623K |
| Two Sigma Securities, LLC | 0.05% | Add +47.1% | 7,083 | $623K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +117.5% | 7,005 | $621K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -0.3% | 7,047 | $619K |
| Private Client Services, LLC | 0.16% | No change | 7,030 | $618K |
| Simmons Bank | 0.04% | No change | 7,000 | $615K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 7,205 | $611K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -4.9% | 6,904 | $607K |
| Flagship Wealth Advisors, LLC | 0.14% | New | 6,900 | $607K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.4% | 6,857 | $603K |
| Morton Capital Management LLC | 0.08% | Add +47.5% | 6,805 | $598K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -23.6% | 6,795 | $597K |
| Entrust Financial LLC | 0.39% | No change | 6,791 | $597K |
| Sterling Investment Counsel, LLC | 0.14% | Reduce -4.3% | 6,782 | $596K |
| Roundview Capital LLC | 0.03% | Reduce -11.2% | 6,757 | $594K |
| Bell Bank | 0.02% | Reduce -2.4% | 6,738 | $592K |
| BCO Wealth Management LLC | 0.32% | No change | 6,735 | $592K |
| Fairscale Capital, LLC | 0.35% | No change | 6,695 | $589K |
| Mindset Wealth Management, LLC | 0.11% | No change | 6,650 | $585K |
| Perennial Investment Advisors, LLC | 0.04% | Add +8.3% | 6,581 | $579K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +5.5% | 6,574 | $578K |
| Kingdom Financial Group LLC. | 0.15% | Add +64.0% | 6,550 | $576K |
| Advisors Capital Management, LLC | 0.01% | Add +18.9% | 6,505 | $572K |
| 49 Wealth Management, LLC | 0.11% | New | 6,498 | $571K |
| Alongside, LLC | 0.11% | — | 6,498 | $571K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +13.5% | 6,485 | $570K |
| Compound Planning, Inc. | 0.01% | New | 6,481 | $570K |
| Cloud Capital Management, LLC | 0.21% | No change | 6,445 | $566K |
| Brown Wealth Management, LLC | 0.13% | Add +2.6% | 6,368 | $560K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -0.3% | 6,361 | $559K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +25.8% | 6,355 | $559K |
| Howe & Rusling Inc. | 0.03% | No change | 6,327 | $556K |
| Rothschild Wealth LLC | 0.04% | Reduce -6.4% | 6,306 | $554K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.1% | 6,303 | $554K |
| NFC Investments, LLC | 0.14% | Add +79.0% | 6,300 | $554K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -16.4% | 6,295 | $553K |
| Jackson Square Capital, LLC | 0.08% | No change | 6,260 | $550K |
| Xcelsior Advisor Partners LLC | 0.07% | Add +1.6% | 6,190 | $544K |
| SOA Wealth Advisors, LLC. | 0.09% | No change | 6,187 | $544K |
| Keb Asset Management, LLC | 0.09% | No change | 6,175 | $543K |
| CWC Advisors, LLC. | 0.24% | Reduce -4.5% | 6,153 | $541K |
| Hazlett, Burt & Watson, Inc. | 0.14% | No change | 6,108 | $536K |
| Cibc World Market Inc. | 0.00% | New | 6,084 | $535K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,053 | $532K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 6,041 | $531K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 6,005 | $528K |
| Principle Wealth Partners LLC | 0.03% | Reduce -10.8% | 5,978 | $526K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 5,935 | $522K |
| Live Oak Investment Partners | 0.28% | Add +1.5% | 5,932 | $521K |
| LWM Advisors Inc. | 0.45% | Reduce -7.4% | 5,927 | $521K |
| ProVise Management Group, LLC | 0.03% | No change | 5,920 | $520K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,870 | $516K |
| Trevian Wealth Management LLC | 0.22% | No change | 5,850 | $514K |
| Marathon Mission, Inc. | 0.26% | No change | 5,840 | $513K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -33.8% | 5,840 | $513K |
| Oarsman Capital, Inc. | 0.05% | Reduce -5.0% | 5,807 | $510K |
| Greenspring Advisors, LLC | 0.03% | Add +0.5% | 5,799 | $510K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 5,755 | $506K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | No change | 5,740 | $505K |
| Waldron Private Wealth LLC | 0.02% | Add +3.9% | 5,685 | $500K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.17% | — | 5,665 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.9% | 5,665 | $498K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -4.7% | 5,660 | $498K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -14.4% | 5,656 | $497K |
| Prudent Man Investment Management, Inc. | 0.17% | Reduce -80.0% | 1,198 | $494K |
| SpringVest Wealth Management LLC | 0.31% | No change | 5,625 | $494K |
| XML Financial, LLC | 0.04% | Add +14.3% | 5,616 | $494K |
| Wellington-Altus USA Inc. | 0.35% | Reduce -96.0% | 1,342 | $493K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +14.5% | 5,600 | $492K |
| Peak Retirement Planning, Inc. | 0.08% | Add +0.8% | 5,588 | $491K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -44.7% | 5,525 | $486K |
| CGN Advisors LLC | 0.04% | Add +2.9% | 5,514 | $485K |
| Apella Capital, LLC | 0.01% | No change | 5,518 | $483K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -48.2% | 5,468 | $481K |
| JB Capital LLC | 0.02% | Reduce -3.0% | 5,465 | $480K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -81.3% | 5,427 | $477K |
| National Bank of Canada | 0.00% | Reduce -6.1% | 5,415 | $476K |
| Wealth Group Ltd | 0.09% | Add +7.5% | 5,400 | $475K |
| NorthRock Partners, LLC | 0.01% | Reduce -80.0% | 5,397 | $474K |
| Pure Financial Advisors, LLC | 0.01% | No change | 5,392 | $474K |
| Strategic Blueprint, LLC | 0.02% | Add +5.1% | 5,348 | $470K |
| Root Financial Partners, LLC | 0.02% | Add +21.0% | 5,324 | $468K |
| Intellus Advisors LLC | 0.06% | No change | 5,320 | $468K |
| Barnett & Company, Inc. | 0.34% | Add +16.3% | 5,298 | $466K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -7.0% | 5,295 | $465K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -9.8% | 5,279 | $464K |
| Comprehensive Financial Planning, Inc. | 0.25% | Add +0.1% | 5,268 | $463K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -80.0% | 5,227 | $459K |
| Certified Advisory Corp | 0.04% | No change | 5,202 | $457K |
| SteelPeak Wealth, LLC | 0.01% | New | 5,202 | $457K |
| Dakota Wealth Management | 0.01% | New | 5,183 | $456K |
| Glenview Trust Co | 0.01% | No change | 5,180 | $455K |
| Baldwin Investment Management, LLC | 0.04% | New | 5,175 | $455K |
| Natural Investments, LLC | 0.10% | No change | 5,160 | $453K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -84.9% | 5,128 | $451K |
| Stonebridge Financial Group, LLC | 0.03% | Add +11.1% | 5,125 | $451K |
| Toews Corp. | 0.07% | New | 5,121 | $450K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 5,115 | $450K |
| Dahring | Cusmano LLC | 0.24% | Reduce -6.9% | 5,099 | $448K |
| Winthrop Advisory Group LLC | 0.03% | New | 5,087 | $447K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 5,085 | $447K |
| Monument Group Wealth Advisors, LLC | 0.21% | Add +1.9% | 5,207 | $445K |
| Lauterbach Financial Advisors, LLC | 0.19% | No change | 5,060 | $445K |
| Planning Directions Inc. | 0.21% | Reduce -1.8% | 5,060 | $445K |
| Anchor Capital Advisors LLC | 0.01% | No change | 5,000 | $440K |
| Laurel Oak Wealth Management, LLC | 0.06% | Add +5.1% | 4,973 | $437K |
| UMB Bank, n.a. | 0.01% | Reduce -4.3% | 4,948 | $435K |
| GSG Advisors LLC | 0.09% | No change | 4,903 | $431K |
| Sequent Planning LLC | 0.09% | Add +4.2% | 4,902 | $431K |
| Aspen Wealth Management LLC | 0.07% | Add +0.1% | 4,890 | $430K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.4% | 4,800 | $422K |
| Mitchell Capital Management Co. | 0.06% | No change | 4,785 | $421K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -4.0% | 4,775 | $420K |
| First Financial Bankshares Inc | 0.01% | No change | 4,765 | $419K |
| Leeward Financial Partners, LLC | 0.11% | No change | 4,730 | $416K |
| Retireful, LLC | 0.39% | No change | 4,695 | $414K |
| MWA Asset Management | 0.19% | Reduce -1.3% | 4,700 | $413K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +29.6% | 4,646 | $408K |
| Wealthstar Advisors, LLC | 0.20% | No change | 4,635 | $407K |
| OxenFree Capital LLC | 0.19% | No change | 4,651 | $407K |
| Sei Investments Co. | 0.00% | Add +32.1% | 4,609 | $405K |
| BCS Wealth Management | 0.07% | No change | 4,600 | $404K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,590 | $404K |
| Hughes Financial Services, LLC | 0.05% | Reduce -19.4% | 4,579 | $403K |
| Blom & Howell Financial Planning, Inc. | 0.33% | Add +16.6% | 4,564 | $401K |
| Simplex Trading, LLC | 0.01% | New | 4,469 | $393K |
| Allied Investment Advisors, LLC | 0.05% | Add +20.9% | 4,436 | $390K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +18.6% | 4,428 | $389K |
| FLP Wealth Management, LLC | 0.69% | New | 4,396 | $386K |
| M&T Bank Corp | 0.00% | Reduce -17.0% | 4,395 | $386K |
| Range Advisory, LLC | 0.05% | Add +24.8% | 4,379 | $385K |
| Maimon Wealth Management LTD. | 0.30% | New | 4,365 | $384K |
| S.A. Mason LLC | 0.12% | Add +0.5% | 4,340 | $382K |
| Clarion Wealth Managment Partners, LLC | 0.31% | No change | 4,338 | $381K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -14.8% | 4,330 | $381K |
| Fusion Capital, LLC | 0.09% | Reduce -7.1% | 4,316 | $379K |
| Palisade Asset Management, LLC | 0.03% | No change | 4,300 | $378K |
| Anchor Investment Management, LLC | 0.03% | No change | 4,300 | $378K |
| GeoWealth Management, LLC | 0.01% | No change | 4,285 | $377K |
| IFG Advisory, LLC | 0.01% | Add +17040.0% | 4,285 | $377K |
| Vontobel Holding Ltd. | 0.00% | Reduce -57.4% | 4,285 | $377K |
| Mason & Associates, LLC | 0.08% | No change | 4,275 | $376K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +39.6% | 4,257 | $374K |
| Advisors Management Group Inc. | 0.06% | New | 4,228 | $371K |
| Spectrum Planning & Advisory Services Inc. | 0.17% | Reduce -0.5% | 4,217 | $371K |
| Advyzon Investment Management, LLC | 0.03% | New | 4,210 | $370K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -34.3% | 4,210 | $370K |
| Composition Wealth, LLC | 0.00% | Reduce -5.9% | 4,200 | $369K |
| TFR Capital, LLC. | 0.10% | Reduce -7.8% | 4,197 | $369K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +35.8% | 4,184 | $368K |
| AMG National Trust Bank | 0.01% | Reduce -7.3% | 4,150 | $365K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,130 | $363K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 4,125 | $363K |
| Maia Wealth LLC | 0.05% | Add +24.3% | 4,096 | $360K |
| Dunhill Financial, LLC | 0.07% | Reduce -12.3% | 4,076 | $358K |
| Welch Group, LLC | 0.01% | Add +6.0% | 4,075 | $358K |
| Rf&l Wealth Management, LLC | 0.24% | Reduce -4.7% | 4,075 | $358K |
| Caprock Group, LLC | 0.01% | No change | 4,052 | $356K |
| Venture Visionary Partners LLC | 0.01% | No change | 4,030 | $354K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -79.2% | 962 | $354K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,020 | $353K |
| Provident Wealth Management, LLC | 0.09% | No change | 4,020 | $353K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -1.2% | 4,016 | $353K |
| Financial Alternatives, Inc | 0.17% | No change | 4,015 | $353K |
| Bar Harbor Wealth Management | 0.02% | New | 4,000 | $352K |
| Empower Advisory Group, LLC | 0.00% | Reduce -51.8% | 4,000 | $352K |
| Modera Wealth Management, LLC | 0.00% | New | 3,980 | $350K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 3,975 | $349K |
| Piedmont Capital Management, LLC | 0.18% | No change | 3,960 | $349K |
| Tulsa Wealth Advisors, INC | 0.05% | No change | 3,955 | $348K |
| Channel Wealth LLC | 0.08% | No change | 3,935 | $346K |
| Keystone Wealth Services, LLC | 0.06% | No change | 3,933 | $346K |
| Global Trust Asset Management, LLC | 0.11% | Add +0.8% | 3,927 | $345K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 3,925 | $345K |
| Freestone Capital Holdings, LLC | 0.01% | Add +8.4% | 3,920 | $345K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -71.0% | 3,912 | $344K |
| Davidson Trust Co. | 0.13% | No change | 3,900 | $343K |
| Davidson Investment Advisors | 0.01% | No change | 3,900 | $343K |
| MidFirst Bank | 0.02% | No change | 3,880 | $341K |
| Guidance Capital, Inc. | 0.07% | Reduce -80.0% | 3,844 | $339K |
| Busey Bank | 0.01% | Reduce -0.3% | 3,853 | $339K |
| Fortress Private Ledger, LLC | 0.09% | Add +10.4% | 3,853 | $339K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,840 | $338K |
| Zacks Investment Management | 0.00% | Add +14.1% | 3,838 | $337K |
| CPC Advisors, LLC | 0.05% | No change | 3,830 | $337K |
| Sollinda Capital Management LLC | 0.07% | No change | 3,820 | $336K |
| Sunburst Financial Group, LLC | 0.06% | No change | 3,817 | $336K |
| Plus Group Wealth Advisors LLC | 0.32% | No change | 3,813 | $335K |
| Key Financial Inc | 0.05% | No change | 3,765 | $331K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -9.6% | 3,755 | $330K |
| OneAscent Financial Services LLC | 0.02% | Add +27.3% | 3,750 | $330K |
| Manchester Financial Inc. | 0.06% | No change | 3,725 | $327K |
| Entrewealth, LLC | 0.12% | New | 3,637 | $327K |
| Mystic Asset Management, Inc. | 0.07% | Reduce -7.5% | 3,700 | $325K |
| HM Payson & Co. | 0.00% | No change | 3,680 | $324K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 3,680 | $324K |
| FreeGulliver LLC | 0.11% | No change | 3,670 | $323K |
| Ritholtz Wealth Management | 0.00% | Reduce -69.8% | 3,634 | $319K |
| Brio Consultants, LLC | 0.04% | Reduce -81.8% | 3,633 | $319K |
| Ameriflex Group, Inc. | 0.13% | Add +23.2% | 3,610 | $317K |
| Retirement Planning Group, LLC | 0.01% | Reduce -6.8% | 3,590 | $316K |
| Ridgewood Investments LLC | 0.12% | No change | 3,565 | $313K |
| Gradient Investments LLC | 0.00% | Add +3.7% | 3,556 | $313K |
| Trilogy Capital Inc. | 0.01% | Add +2.1% | 3,523 | $310K |
| Greenleaf Trust | 0.00% | Reduce -1.2% | 3,489 | $307K |
| Acute Investment Advisory, LLC | 3.24% | Reduce -2.7% | 3,483 | $306K |
| Titleist Asset Management, LLC | 0.02% | Reduce -16.6% | 3,384 | $297K |
| Endeavor Private Wealth, Inc. | 0.07% | Reduce -35.7% | 3,345 | $294K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -24.5% | 3,323 | $292K |
| Eclectic Associates Inc. | 0.03% | Reduce -36.7% | 3,314 | $291K |
| Kaydan Wealth Management, Inc. | 0.09% | Reduce -0.5% | 3,300 | $290K |
| Vestor Capital, LLC | 0.02% | Add +131.7% | 3,510 | $290K |
| First Pacific Financial | 0.03% | Add +5.8% | 3,292 | $289K |
| First National Trust Co | 0.01% | New | 3,287 | $289K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 3,285 | $289K |
| Saiph Capital, LLC | 0.09% | No change | 3,275 | $288K |
| Legacy Private Trust Co. | 0.02% | No change | 3,275 | $288K |
| Barclays PLC | 0.00% | No change | 3,275 | $288K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -80.0% | 3,250 | $287K |
| Emissary Wealth LLC | 0.22% | No change | 3,260 | $287K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 3,241 | $285K |
| Ballast, Inc. | 0.05% | No change | 3,232 | $284K |
| German American Bancorp, Inc. | 0.02% | No change | 3,210 | $282K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -0.3% | 3,205 | $282K |
| Guardian Financial Partners, LLC | 0.11% | Reduce -2.3% | 3,204 | $282K |
| Madison Wealth Partners, Inc | 0.04% | New | 3,185 | $280K |
| Steffes Financial, Ltd. | 0.12% | No change | 3,175 | $279K |
| Ethic Inc. | 0.00% | New | 3,139 | $276K |
| BNP Paribas Financial Markets | 0.00% | New | 3,119 | $274K |
| Ponta Wealth Partners, LLC | 0.15% | No change | 3,105 | $273K |
| KERR FINANCIAL PLANNING Corp | 0.30% | Reduce -80.8% | 3,072 | $270K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,045 | $268K |
| Evergreen Capital Management LLC | 0.00% | No change | 3,045 | $268K |
| Trivium Point Advisory, LLC | 0.02% | New | 3,030 | $266K |
| Moneywise, Inc. | 0.10% | Reduce -40.5% | 3,021 | $266K |
| LFG Wealth Partners, LLC | 0.12% | Add +0.1% | 3,014 | $265K |
| SHP Wealth Management | 0.02% | No change | 2,991 | $263K |
| Copia Wealth Management | 0.16% | Reduce -0.3% | 2,990 | $263K |
| Orin Green Financial, LLC | 0.10% | No change | 2,985 | $262K |
| Smithfield Trust Co | 0.01% | No change | 2,960 | $262K |
| Financial Advisors Network, Inc. | 0.03% | No change | 2,950 | $259K |
| Yarger Wealth Strategies, LLC | 0.09% | Add +0.1% | 2,909 | $259K |
| Arkadios Wealth Advisors | 0.00% | Reduce -77.5% | 2,926 | $257K |
| Dover Advisors, LLC | 0.10% | Reduce -92.8% | 615 | $254K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,886 | $254K |
| SouthState Bank Corp | 0.01% | Add +130.8% | 2,885 | $254K |
| Markowski Investments | 0.06% | — | 2,873 | $253K |
| Prosperity Financial Group, Inc. | 0.08% | No change | 2,867 | $252K |
| Alchemi Wealth, LLC | 0.12% | New | 2,843 | $250K |
| Prospect Financial Services LLC | 0.13% | New | 2,842 | $250K |
| Calamos Wealth Management LLC | 0.01% | Reduce -11.8% | 2,800 | $246K |
| Swisher Financial Concepts, Inc. | 0.15% | Reduce -28.3% | 2,792 | $245K |
| Investors Research Corp | 0.04% | Add +18.3% | 2,792 | $245K |
| Advisortrust Partners, LLC | 0.08% | No change | 2,760 | $243K |
| Monetary Management Group Inc. | 0.05% | Reduce -0.2% | 2,745 | $241K |
| Annex Advisory Services, LLC | 0.00% | No change | 2,740 | $241K |
| One Wealth Management Investment & Advisory Services, LLC | 0.25% | Reduce -12.2% | 2,705 | $238K |
| Invesco Ltd. | 0.00% | Reduce -11.4% | 2,702 | $238K |
| Wedmont Private Capital | 0.01% | No change | 2,666 | $237K |
| Bluespring Wealth Management, LLC | 0.00% | New | 2,695 | $237K |
| Nadler Financial Group, Inc. | 0.02% | New | 2,690 | $236K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,683 | $236K |
| Faithward Advisors, LLC | 0.03% | New | 2,674 | $235K |
| Madison Park Capital Advisors, LLC | 0.17% | Reduce -46.8% | 1,477 | $234K |
| Concord Wealth Partners | 0.03% | New | 2,660 | $234K |
| Valley Financial Group, Inc. | 0.11% | New | 2,640 | $232K |
| Great Point Wealth Advisors, LLC | 0.04% | New | 2,635 | $232K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,625 | $231K |
| Truepoint, Inc. | 0.00% | New | 2,616 | $230K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -77.5% | 2,691 | $229K |
| OMNI 360 Wealth, Inc. | 0.11% | New | 2,604 | $229K |
| Verdence Capital Advisors LLC | 0.01% | New | 2,601 | $229K |
| Vigilare Wealth Management | 0.07% | New | 2,590 | $228K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,578 | $227K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -80.0% | 2,604 | $226K |
| Teamwork Financial Advisors, LLC | 0.02% | Reduce -9.3% | 2,562 | $225K |
| Evansbrook LLC | 0.13% | New | 2,530 | $222K |
| SageView Advisory Group, LLC | 0.01% | New | 2,520 | $222K |
| Maple Capital Management, Inc. | 0.01% | New | 2,515 | $221K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,475 | $218K |
| Strategic Equity Management | 0.07% | New | 2,465 | $217K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -16.8% | 2,456 | $216K |
| IFS Group,LLC | 0.30% | Reduce -18.3% | 2,450 | $215K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,437 | $214K |
| Wedbush Securities Inc. | 0.01% | New | 2,431 | $214K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,425 | $213K |
| Kwmg, LLC | 0.02% | New | 2,425 | $213K |
| Jackson Wealth Management, LLC | 0.12% | Reduce -96.4% | 2,410 | $212K |
| Crane Advisory, LLC | 0.03% | New | 2,400 | $212K |
| Kingsman Wealth Management, Inc. | 0.10% | New | 2,395 | $211K |
| Investment Advisory Services Group LLC | 0.15% | New | 2,392 | $210K |
| Buska Wealth Management, LLC | 0.08% | New | 2,382 | $209K |
| Premier Path Wealth Partners, LLC | 0.02% | New | 2,360 | $207K |
| Valeo Financial Advisors, LLC | 0.00% | New | 2,346 | $206K |
| Stirlingshire Investments, Inc. | 0.15% | New | 2,329 | $205K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -14.8% | 2,325 | $204K |
| Chesapeake Wealth Management | 0.06% | New | 2,325 | $204K |
| Spectrum Investment Advisors, Inc. | 0.08% | New | 2,315 | $204K |
| Narus Financial Partners, LLC | 0.05% | New | 2,302 | $202K |
| LWM Advisory Services, LLC | 0.36% | New | 2,302 | $202K |
| GoalFusion Wealth Management, LLC | 0.08% | New | 2,290 | $201K |
| Vision Retirement, LLC | 0.05% | No change | 2,225 | $196K |
| International Assets Investment Management, LLC | 0.01% | Add +0.2% | 2,135 | $188K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,125 | $187K |
| Orion Capital Management LLC | 0.06% | Reduce -21.2% | 2,089 | $184K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 2,055 | $181K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,995 | $175K |
| GGM Financial LLC | 0.06% | New | 1,901 | $167K |
| Downshift Financial, LLC | 0.07% | New | 1,791 | $157K |
| Capital Analysts, LLC | 0.00% | No change | 1,771 | $156K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Reduce -16.2% | 1,735 | $153K |
| Fiduciary Financial Advisors | 0.02% | New | 1,708 | $150K |
| Financial Consulate, Inc. | 0.02% | No change | 1,685 | $148K |
| Larson Financial Group LLC | 0.00% | Reduce -95.5% | 1,655 | $146K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -1.2% | 1,635 | $144K |
| Institute for Wealth Management, LLC. | 0.01% | Reduce -91.3% | 1,595 | $140K |
| Register Financial Advisors LLC | 0.04% | New | 1,570 | $138K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -5.5% | 1,456 | $128K |
| Activest Wealth Management | 0.02% | Reduce -14.0% | 1,454 | $128K |
| Quantbot Technologies LP | 0.01% | Add +65.0% | 1,452 | $128K |
| Lanark Financial, Inc. | 0.01% | No change | 1,450 | $127K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 1,415 | $124K |
| Trust Co. of Vermont | 0.00% | — | 1,415 | $124K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,375 | $121K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -80.0% | 1,375 | $121K |
| Align Financial, LLC | 0.06% | No change | 1,350 | $119K |
| Signature Equity Partners, LLC | 0.05% | Reduce -6.2% | 1,346 | $118K |
| Winch Advisory Services, LLC | 0.02% | Add +57.4% | 1,314 | $115K |
| Tucker Asset Management LLC | 0.03% | Add +21.6% | 1,301 | $114K |
| Chesapeake Asset Management LLC | 0.08% | No change | 1,250 | $110K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,236 | $109K |
| Natixis | 0.00% | Reduce -11.8% | 1,239 | $109K |
| Strategic Wealth Advisors LLC | 0.09% | Reduce -80.0% | 260 | $107K |
| Chilton Capital Management LLC | 0.00% | New | 1,135 | $100K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,105 | $97K |
| Truvestments Capital LLC | 0.01% | No change | 1,100 | $97K |
| Bogart Wealth, LLC | 0.00% | Add +7.3% | 1,100 | $97K |
| Allianz SE | 0.00% | No change | 1,080 | $95K |
| Alpine Bank Wealth Management | 0.01% | New | 1,045 | $92K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 1,017 | $89K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,005 | $88K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,000 | $88K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,000 | $88K |
| Arlington Trust Co LLC | 0.01% | No change | 1,000 | $88K |
| AdvisorNet Financial, Inc | 0.00% | No change | 985 | $87K |
| Parkside Financial Bank & Trust | 0.01% | No change | 960 | $84K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 925 | $81K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 885 | $78K |
| Networth Advisors, LLC | 0.04% | New | 877 | $77K |
| First Community Trust NA | 0.03% | No change | 875 | $77K |
| NFSG Corp | 0.01% | Add +73.9% | 861 | $76K |
| North Star Investment Management Corp. | 0.00% | Reduce -0.2% | 858 | $75K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 855 | $75K |
| Brooklyn FI, LLC | 0.01% | New | 855 | $75K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 840 | $74K |
| Napier Financial, LLC | 0.02% | New | 831 | $73K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -80.1% | 788 | $69K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 750 | $66K |
| MV Capital Management, Inc. | 0.01% | No change | 750 | $66K |
| Wells Financial Advisors INC | 0.55% | Reduce -97.2% | 680 | $60K |
| Sankala Group LLC | 0.04% | Add +1.4% | 659 | $59K |
| Rice Partnership, LLC | 0.01% | Add +0.2% | 646 | $57K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.2% | 631 | $55K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -6.1% | 629 | $55K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 625 | $55K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 605 | $53K |
| MTM Investment Management, LLC | 0.02% | No change | 600 | $53K |
| EFG International AG | 0.00% | No change | 600 | $53K |
| Aventura Private Wealth, LLC | 0.02% | No change | 585 | $51K |
| Eastern Bank | 0.00% | No change | 540 | $47K |
| Leo H. Evart, Inc. | 0.04% | Reduce -2.6% | 516 | $45K |
| Anchor Bay Capital, Inc. | 0.02% | — | 500 | $45K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $44K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -13.2% | 495 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -16.2% | 490 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +76.0% | 484 | $43K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 483 | $42K |
| Seneschal Advisors, LLC | 0.03% | No change | 480 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +4.3% | 480 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.6% | 451 | $40K |
| Vima LLC | 0.04% | — | 425 | $37K |
| Montgomery Financial Services LLC | 0.03% | — | 410 | $36K |
| CDKV Holdings LLC | 0.03% | No change | 405 | $36K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -53.8% | 400 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -87.2% | 400 | $35K |
| Gables Capital Management Inc. | 0.01% | No change | 395 | $35K |
| GoalVest Advisory LLC | 0.01% | New | 395 | $35K |
| Hoey Investments, Inc. | 0.00% | No change | 385 | $34K |
| Harbor Asset Planning, Inc. | 0.02% | Add +0.8% | 378 | $33K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +151.7% | 365 | $32K |
| Go Invest LLC | 0.01% | Add +0.8% | 363 | $32K |
| Noble Wealth Management PBC | 0.01% | No change | 350 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 350 | $30K |
| Clean Yield Group | 0.01% | New | 340 | $30K |
| Triumph Capital Management | 0.01% | Reduce -0.3% | 334 | $29K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 305 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 300 | $26K |
| Crews Bank & Trust | 0.00% | Add +62.3% | 284 | $25K |
| New Republic Capital, LLC | 0.01% | No change | 280 | $25K |
| Mascoma Wealth Management LLC | 0.00% | No change | 280 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.0% | 279 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 260 | $23K |
| Field & Main Bank | 0.00% | No change | 250 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 250 | $22K |
| Your Advocates Ltd., LLP | 0.01% | No change | 225 | $20K |
| Costello Asset Management, INC | 0.01% | Add +0.9% | 217 | $19K |
| United Financial Planning Group LLC | 0.01% | Reduce -0.5% | 214 | $19K |
| Abound Wealth Management | 0.00% | No change | 200 | $18K |
| Grove Bank & Trust | 0.00% | New | 200 | $18K |
| Evolution Wealth Management Inc. | 0.01% | No change | 180 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | — | 180 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 165 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 150 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +2.8% | 149 | $13K |
| Monetary Solutions, Ltd | 0.01% | No change | 145 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | Add +17.4% | 135 | $12K |
| Advocate Investing Services LLC | 0.01% | New | 133 | $12K |
| Highland Investment Advisors LLC | 0.01% | — | 130 | $11K |
| Alerus Financial NA | 0.00% | No change | 130 | $11K |
| Fairway Wealth LLC | 0.00% | No change | 90 | $8K |
| Bfsg, LLC | 0.00% | Reduce -21.7% | 90 | $8K |
| Kroeger Financial Partners | 0.01% | — | 85 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 80 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 70 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 70 | $6K |
| Hurley Capital, LLC | 0.00% | No change | 60 | $5K |
| Strategic Advocates LLC | 0.02% | No change | 60 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 60 | $5K |
| Proathlete Wealth Management LLC | 0.00% | No change | 55 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -3.6% | 53 | $5K |
| Longview Financial Advisors LLC | 0.00% | No change | 50 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 40 | $4K |
| Nvwm, LLC | 0.00% | No change | 45 | $4K |
| Sawyer & Company, Inc | 0.00% | No change | 35 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| Decker Retirement Planning Inc. | 0.00% | No change | 30 | $3K |
| Archer Investment Corp | 0.00% | No change | 30 | $3K |
| Tsfg, LLC | 0.00% | No change | 25 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 10 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 10 | $879 |
| Rakuten Securities, Inc. | 0.00% | Reduce -91.4% | 9 | $791 |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -98.5% | 3 | $264 |
"% 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.