Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q3 2024 (September 30)1,034holders +49
88new positions
43sold out
5famous investors
$165.40avg. 13F price*
At the end of Q3 2024, 1,034 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 49 from Q2 2024. 88 opened new positions and 43 sold out. The largest holders were Betterment LLC ($784.8M), Morgan Stanley ($768.1M) and Assetmark, Inc. ($612.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $62.0M |
| Exits | 43 | $61.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,216,900 shares bought and 2,737,638 shares sold, net −520,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,034 holders
| Betterment LLC | 1.87% | Reduce -3.3% | 4,680,672 | $784.8M |
| Morgan Stanley | 0.06% | Reduce -0.1% | 4,581,313 | $768.1M |
| Assetmark, Inc. | 1.75% | Add +4.0% | 3,653,982 | $612.7M |
| Royal Bank of Canada | 0.12% | Add +1.8% | 3,187,635 | $534.5M |
| Bank of America Corp. | 0.05% | Add +0.1% | 3,078,684 | $516.2M |
| Jones Financial Companies LLLP | 0.41% | Add +2.3% | 2,361,885 | $395.2M |
| Wells Fargo & Company | 0.08% | Reduce -2.5% | 1,887,203 | $316.4M |
| Tiaa Trust, National Association | 0.89% | Reduce -1.7% | 1,773,667 | $297.4M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -0.4% | 1,566,374 | $262.6M |
| UBS Group AG | 0.07% | Add +1.8% | 1,562,122 | $261.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.1% | 1,469,296 | $246.4M |
| Axiom Advisory, LLC | 2.11% | Add +13.6% | 1,416,880 | $225.3M |
| Stephens Group Asset Management, LLC | 13.70% | Add +2.8% | 978,033 | $164.0M |
| LPL Financial LLC | 0.07% | Add +2.5% | 941,833 | $157.9M |
| EP Wealth Advisors, LLC | 1.34% | Add +26.9% | 927,092 | $155.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.9% | 907,746 | $152.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +11.0% | 901,066 | $151.1M |
| FMR LLC | 0.01% | Reduce -1.8% | 893,540 | $149.8M |
| Moneta Group Investment Advisors LLC | 1.86% | Add +3.0% | 764,078 | $128.1M |
| Orgel Wealth Management, LLC | 2.77% | Add +3.9% | 660,106 | $110.7M |
| Waverly Advisors, LLC | 2.03% | Reduce -4.4% | 656,610 | $110.1M |
| Rockefeller Capital Management L.P. | 0.26% | Reduce -10.7% | 582,000 | $97.6M |
| Money Design Co.,Ltd. | 4.73% | Add +11.6% | 567,357 | $95.1M |
| Stifel Financial Corp. | 0.10% | Add +0.9% | 545,366 | $91.4M |
| Pacific Life Fund Advisors LLC | 8.52% | Reduce -1.6% | 514,223 | $86.2M |
| SYM FINANCIAL Corp | 11.42% | Add +0.3% | 508,828 | $85.3M |
| Avior Wealth Management, LLC | 3.32% | Reduce -0.4% | 496,917 | $83.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.3% | 473,010 | $79.3M |
| Mariner, LLC | 0.13% | Add +3.1% | 436,471 | $73.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -0.5% | 434,677 | $72.9M |
| US Bancorp \de | 0.09% | Reduce -1.8% | 405,888 | $68.1M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -0.4% | 404,442 | $67.8M |
| Truist Financial Corp. | 0.10% | Reduce -0.5% | 373,609 | $62.6M |
| Creative Planning | 0.06% | Reduce -0.2% | 365,297 | $61.2M |
| Equitable Holdings, Inc. | 0.57% | Add +0.1% | 350,067 | $58.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 341,151 | $57.2M |
| Rodgers & Associates, LTD | 6.64% | Reduce -2.6% | 332,107 | $55.7M |
| Focus Partners Wealth | 0.16% | Reduce -47.6% | 290,025 | $48.6M |
| McAdam, LLC | 2.69% | Reduce -2.9% | 286,081 | $48.0M |
| Inspirion Wealth Advisors, LLC | 6.43% | Add +2.3% | 274,441 | $46.0M |
| Lincoln National Corp. | 1.44% | Add +1.4% | 267,817 | $44.9M |
| Mesirow Financial Investment Management, Inc. | 0.83% | Add +119.1% | 255,535 | $42.8M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.3% | 253,634 | $42.5M |
| 1832 Asset Management L.P. | 0.07% | Reduce -4.8% | 240,423 | $40.3M |
| Trust Co | 4.81% | Reduce -10.2% | 238,787 | $40.0M |
| Cetera Investment Advisers | 0.09% | Add +3.3% | 237,305 | $39.8M |
| Marotta Asset Management | 7.80% | Reduce -0.7% | 236,977 | $39.7M |
| MML Investors Services, LLC | 0.14% | Add +3.2% | 226,079 | $37.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -7.7% | 217,732 | $36.5M |
| Krilogy Financial LLC | 2.49% | Reduce -8.8% | 215,993 | $36.2M |
| HighTower Advisors, LLC | 0.05% | Add +3.6% | 206,899 | $34.7M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -2.4% | 201,942 | $33.9M |
| Condor Capital Management | 2.97% | Reduce -0.2% | 196,856 | $33.0M |
| Kwmg, LLC | 3.11% | Add +0.4% | 184,198 | $30.9M |
| Summit Financial, LLC | 1.15% | Reduce -10.3% | 174,882 | $29.3M |
| Roberts Financial Services LLC | 5.35% | Add +0.5% | 170,405 | $28.6M |
| Bragg Financial Advisors, Inc | 1.17% | Add +1.0% | 169,835 | $28.5M |
| WoodTrust Financial Corp | 3.97% | Add +4.0% | 166,452 | $27.9M |
| Shakespeare Wealth Management, LLC | 7.28% | Add +7.7% | 166,158 | $27.9M |
| Falcon Wealth Planning | 3.22% | Reduce -19.4% | 163,296 | $27.4M |
| Total Wealth Planning, LLC | 4.16% | Add +1.5% | 159,127 | $26.7M |
| NewEdge Advisors, LLC | 0.17% | Add +3.0% | 156,912 | $26.3M |
| BHK Investment Advisors, LLC | 9.65% | Reduce -0.7% | 154,204 | $25.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +19.5% | 150,081 | $25.2M |
| Benjamin Edwards Inc. | 0.36% | Add +16265.5% | 149,253 | $25.0M |
| Raymond James & Associates | 0.02% | Add +9.2% | 147,998 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -5.4% | 144,639 | $24.3M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -3.5% | 143,455 | $24.1M |
| Praetorian Wealth Management, Inc. | 5.68% | Reduce -1.1% | 136,064 | $22.8M |
| Wilmington Savings Fund Society, FSB | 0.40% | Add +4.4% | 133,175 | $22.3M |
| Ellevest, Inc. | 1.19% | Add +1.6% | 127,705 | $21.4M |
| Blair William & Co. | 0.06% | Reduce -0.9% | 127,145 | $21.3M |
| Bank of Montreal | 0.01% | Reduce -4.5% | 124,047 | $20.8M |
| Captrust Financial Advisors | 0.06% | Reduce -6.5% | 121,526 | $20.4M |
| Aire Advisors, LLC | 4.46% | Reduce -1.6% | 120,078 | $20.1M |
| Avion Wealth | 5.25% | Add +4.2% | 119,599 | $20.1M |
| Stephens Inc. | 0.28% | Reduce -3.4% | 119,420 | $20.0M |
| World Investment Advisors | 0.57% | Add +1316.2% | 108,903 | $18.3M |
| Sage Financial Group Inc. | 1.48% | Reduce -0.2% | 108,148 | $18.1M |
| Ledyard National Bank | 1.66% | Add +1.0% | 108,090 | $18.1M |
| Arvest Investments, Inc. | 2.68% | Reduce -5.0% | 105,769 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.9% | 105,272 | $17.7M |
| Clayton Financial Group LLC | 6.55% | Reduce -0.8% | 104,269 | $17.5M |
| Peapack Gladstone Financial Corp. | 0.24% | Reduce -0.2% | 100,753 | $16.9M |
| Evensky & Katz LLC | 1.08% | Reduce -0.8% | 98,602 | $16.5M |
| Fifth Third Bancorp | 0.06% | Reduce -1.0% | 98,313 | $16.5M |
| Presilium Private Wealth, LLC | 3.74% | Reduce -0.1% | 96,963 | $16.3M |
| Asset Management Group, Inc. | 2.29% | Add +0.1% | 96,804 | $16.2M |
| Prudential Financial Inc. | 0.02% | Reduce -2.8% | 95,863 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1.2% | 89,697 | $15.0M |
| Q3 Asset Management | 3.51% | New | 89,506 | $15.0M |
| Natixis Advisors, LLC | 0.03% | Add +1.7% | 89,212 | $15.0M |
| Sepio Capital, LP | 1.16% | Add +0.1% | 89,171 | $15.0M |
| Capital Advantage, Inc. | 2.77% | Reduce -3.3% | 86,210 | $14.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.15% | Add +6.0% | 85,805 | $14.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.5% | 84,279 | $14.1M |
| Chicago Partners Investment Group LLC | 0.49% | Add +0.4% | 81,881 | $13.8M |
| Annapolis Financial Services, LLC | 4.06% | Add +5.1% | 81,802 | $13.7M |
| ProVise Management Group, LLC | 1.04% | Reduce -1.1% | 78,220 | $13.1M |
| LMCG Investments, LLC | 0.75% | Add +1.7% | 74,645 | $12.5M |
| Lutz Financial Services LLC | 1.00% | Reduce -0.7% | 73,353 | $12.3M |
| Compton Wealth Advisory Group, LLC | 3.08% | Reduce -1.4% | 72,702 | $12.2M |
| DAVENPORT & Co LLC | 0.07% | Add +1.4% | 71,917 | $12.1M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +7.5% | 71,139 | $12.0M |
| Legacies Wealth LLC | 9.49% | Add +6.6% | 71,261 | $11.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +11.3% | 70,861 | $11.9M |
| Cary Street Partners Investment Advisory LLC | 0.44% | Add +11.2% | 70,809 | $11.9M |
| Cary Street Partners Asset Management LLC | 1.55% | Add +9.2% | 94,081 | $11.8M |
| Advisory Alpha, LLC | 0.41% | Add +0.4% | 68,793 | $11.5M |
| Geneos Wealth Management Inc. | 0.43% | Reduce -0.4% | 67,575 | $11.3M |
| Strategic Investment Advisors / MI | 1.23% | Add +4.9% | 67,222 | $11.3M |
| Prosperity Planning, Inc. | 4.81% | Reduce -11.1% | 64,466 | $10.8M |
| Visionary Wealth Advisors | 0.64% | Reduce -2.9% | 62,660 | $10.5M |
| Eagle Strategies LLC | 1.89% | Reduce -5.0% | 62,518 | $10.5M |
| Cwm, LLC | 0.04% | Add +6.1% | 62,172 | $10.4M |
| Merit Financial Group, LLC | 0.23% | Add +3.0% | 62,048 | $10.4M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -8.0% | 61,830 | $10.4M |
| Bokf, NA | 0.18% | Reduce -3.9% | 62,473 | $10.4M |
| Atlas Capital Advisors Inc. | 1.58% | Reduce -26.2% | 61,698 | $10.3M |
| Leavell Investment Management, Inc. | 0.51% | Reduce -1.7% | 61,174 | $10.3M |
| JMG Financial Group, Ltd. | 0.35% | Add +1.2% | 60,292 | $10.1M |
| Columbia Advisory Partners LLC | 9.40% | Reduce -1.4% | 59,196 | $9.9M |
| Iron Horse Wealth Management, LLC | 3.39% | Add +4.2% | 59,144 | $9.9M |
| Scott Capital Advisors, LLC | 2.80% | Reduce -3.1% | 58,854 | $9.9M |
| OLIO Financial Planning | 4.10% | Add +0.2% | 67,047 | $9.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 57,304 | $9.6M |
| Provident Wealth Management, LLC | 3.22% | Add +6.4% | 56,358 | $9.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +12.8% | 54,142 | $9.4M |
| Commerce Bank | 0.06% | Reduce -1.1% | 55,574 | $9.3M |
| Park Avenue Securities LLC | 0.10% | Reduce -4.3% | 54,947 | $9.2M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +10.3% | 54,214 | $9.1M |
| Comerica Bank | 0.04% | Reduce -7.2% | 54,079 | $9.1M |
| MAI Capital Management | 0.09% | Reduce -2.8% | 53,936 | $9.0M |
| Highland Capital Management, LLC | 0.51% | Add +0.3% | 53,855 | $9.0M |
| Bleakley Financial Group, LLC | 0.27% | Reduce -2.8% | 53,664 | $9.0M |
| SPC Financial, Inc. | 0.79% | Reduce -0.5% | 53,580 | $9.0M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -3.7% | 53,230 | $8.9M |
| RTD Financial Advisors, Inc. | 1.11% | Reduce -1.2% | 52,454 | $8.8M |
| National Bank of Canada | 0.01% | Add +48.3% | 51,890 | $8.7M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Add +1.2% | 51,794 | $8.7M |
| Bryn Mawr Trust Advisors, LLC | 0.47% | Add +7.5% | 51,766 | $8.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -0.7% | 51,230 | $8.6M |
| AE Wealth Management LLC | 0.08% | Add +0.2% | 50,807 | $8.5M |
| Alesco Advisors, LLC, An ESL Co | 0.26% | Reduce -1.7% | 50,584 | $8.5M |
| Manchester Capital Management LLC | 0.99% | No change | 50,426 | $8.5M |
| Texas Yale Capital Corp. | 0.37% | Reduce -0.0% | 50,156 | $8.4M |
| Whitegate Investment Counselors, Inc. | 2.22% | Reduce -1.3% | 49,876 | $8.4M |
| Opes Wealth Management LLC | 1.59% | Reduce -0.8% | 49,257 | $8.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Add +43.0% | 47,179 | $7.9M |
| Brophy Wealth Management, LLC | 2.83% | — | 47,156 | $7.9M |
| Brickley Wealth Management | 1.61% | Reduce -0.6% | 46,917 | $7.9M |
| Goepper Burkhardt LLC | 3.24% | Reduce -7.2% | 46,835 | $7.9M |
| Kohmann Bosshard Financial Services, LLC | 0.96% | Reduce -1.7% | 46,203 | $7.7M |
| Old National Bancorp | 0.18% | Add +9.6% | 45,398 | $7.6M |
| Corient Private Wealth LP | 0.01% | Add +5.8% | 45,210 | $7.6M |
| Financial Counselors Inc. | 0.11% | Add +2.1% | 44,675 | $7.5M |
| Ruggaard & Associates LLC | 3.23% | Add +3.1% | 44,196 | $7.4M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -41.2% | 44,111 | $7.4M |
| Allworth Financial LP | 0.04% | Reduce -7.3% | 43,901 | $7.4M |
| Financial Planning & Information Services, Inc. | 1.01% | Add +3.4% | 43,808 | $7.3M |
| Smallwood Wealth Investment Management, LLC | 5.20% | Add +2.9% | 43,459 | $7.3M |
| Alpha Omega Wealth Management LLC | 1.33% | Add +0.1% | 43,233 | $7.2M |
| Petix & Botte Co | 1.91% | Add +5.7% | 42,806 | $7.2M |
| Pittenger & Anderson Inc. | 0.27% | No change | 42,524 | $7.1M |
| Cranbrook Wealth Management, LLC | 1.62% | Reduce -1.7% | 42,326 | $7.1M |
| Cassady Schiller Wealth Management, LLC | 2.59% | Add +4.8% | 42,233 | $7.1M |
| SOA Wealth Advisors, LLC. | 1.32% | Add +0.2% | 41,397 | $6.9M |
| LPF Advisors LLC | 5.79% | Add +2.5% | 40,370 | $6.8M |
| Advisory Services Network, LLC | 0.14% | No change | 44,840 | $6.7M |
| Bangor Savings Bank | 0.63% | Reduce -3.4% | 39,788 | $6.7M |
| First Horizon Advisors, Inc. | 0.18% | Reduce -0.1% | 39,198 | $6.6M |
| Regal Investment Advisors LLC | 0.46% | Reduce -1.5% | 39,112 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +4.1% | 38,567 | $6.5M |
| UMB Bank, n.a. | 0.10% | Reduce -11.1% | 38,040 | $6.4M |
| Mosaic Family Wealth Partners, LLC | 0.95% | Add +0.1% | 37,969 | $6.4M |
| Sharper & Granite LLC | 2.80% | Add +1.1% | 37,385 | $6.3M |
| Taylor & Morgan Wealth Management, LLC | 4.16% | Reduce -1.0% | 36,988 | $6.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.36% | Reduce -1.8% | 36,601 | $6.1M |
| Weinberger Asset Management, Inc | 2.61% | Add +5.1% | 36,521 | $6.1M |
| CX Institutional | 0.27% | Add +22.2% | 36,245 | $6.1M |
| Mgo One Seven LLC | 0.26% | Reduce -0.8% | 36,224 | $6.1M |
| Stevens Capital Partners | 2.89% | Add +2.6% | 36,084 | $6.1M |
| Cresset Asset Management, LLC | 0.02% | Add +2.8% | 35,973 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.22% | New | 35,777 | $6.0M |
| Richard P Slaughter Associates Inc | 1.39% | Add +57.3% | 35,631 | $6.0M |
| Dakota Wealth Management | 0.13% | Reduce -24.0% | 35,072 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.4% | 34,140 | $5.7M |
| TFB Advisors LLC | 1.69% | Add +1.1% | 33,913 | $5.7M |
| Councilor Wealth, LLC | 2.77% | Add +16.7% | 33,836 | $5.7M |
| FAS Wealth Partners, Inc. | 0.45% | Reduce -0.4% | 33,624 | $5.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.5% | 33,444 | $5.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +7.4% | 33,067 | $5.5M |
| King Wealth Management Group | 0.86% | Reduce -5.2% | 32,871 | $5.5M |
| Twin Focus Capital Partners, LLC | 0.87% | Add +16.7% | 32,863 | $5.5M |
| Brown Advisory Inc. | 0.01% | Reduce -0.5% | 32,526 | $5.5M |
| SOL Capital Management CO | 0.60% | Reduce -0.8% | 31,975 | $5.4M |
| SWAN Capital LLC | 2.64% | Reduce -28.7% | 31,951 | $5.4M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -6.2% | 31,920 | $5.4M |
| Fifth Third Securities, Inc. | 0.51% | Reduce -2.7% | 31,868 | $5.3M |
| HFG Advisors, Inc. | 4.72% | Add +2.2% | 31,755 | $5.3M |
| Accel Wealth Management | 1.98% | Add +5.0% | 31,738 | $5.3M |
| Tenret Co LLC | 3.34% | Add +3.9% | 31,702 | $5.3M |
| Harbor Investment Advisory, LLC | 0.52% | Add +1.8% | 31,196 | $5.2M |
| Hilltop National Bank | 1.58% | Add +3.6% | 31,108 | $5.2M |
| Forza Wealth Management, LLC | 2.37% | Reduce -0.3% | 30,822 | $5.2M |
| Alpine Bank Wealth Management | 0.81% | — | 30,335 | $5.1M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.2% | 30,183 | $5.1M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -0.4% | 29,965 | $5.0M |
| Spire Wealth Management | 0.17% | Reduce -18.8% | 29,480 | $4.9M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -2.8% | 29,382 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -16.7% | 29,254 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Add +21.6% | 29,197 | $4.9M |
| Ally Invest Advisors Inc. | 0.43% | Add +118.1% | 28,949 | $4.9M |
| Associated Banc-Corp | 0.14% | Add +3.9% | 28,388 | $4.8M |
| Echo45 Advisors LLC | 3.08% | Add +4.2% | 28,222 | $4.7M |
| GC Wealth Management RIA, LLC | 0.82% | Reduce -0.4% | 27,876 | $4.7M |
| Zeit Capital LLC | 3.60% | Reduce -0.6% | 27,782 | $4.7M |
| Savant Capital, LLC | 0.04% | Add +24.2% | 27,724 | $4.6M |
| Arax Advisory Partners | 0.41% | Add +265.7% | 27,615 | $4.6M |
| JNBA Financial Advisors | 0.45% | Reduce -8.8% | 26,755 | $4.5M |
| Maltin Wealth Management, Inc. | 2.18% | Add +7.2% | 26,748 | $4.5M |
| Millburn Ridgefield LLC | 0.12% | Add +1.1% | 26,577 | $4.5M |
| TAGStone Capital, Inc. | 2.27% | Add +3.3% | 26,535 | $4.4M |
| Glenview Trust Co | 0.09% | Add +1.2% | 26,383 | $4.4M |
| NovaPoint Capital, LLC | 1.36% | New | 26,179 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +1.9% | 25,889 | $4.3M |
| EverSource Wealth Advisors, LLC | 0.27% | Reduce -0.4% | 25,869 | $4.3M |
| Eclectic Associates Inc. | 1.70% | Add +2.2% | 25,728 | $4.3M |
| First United Bank & Trust | 1.55% | Add +1.5% | 25,673 | $4.3M |
| Choreo, LLC | 0.06% | Add +1.7% | 25,633 | $4.3M |
| Midwest Financial Group LLC | 2.48% | Reduce -3.0% | 25,227 | $4.2M |
| Becker Capital Management Inc. | 0.14% | Add +0.9% | 25,162 | $4.2M |
| Bruce G. Allen Investments, LLC | 3.28% | Reduce -4.5% | 25,156 | $4.2M |
| Harbour Investments, Inc. | 0.13% | Add +10.1% | 25,022 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +30.2% | 24,854 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.65% | Reduce -0.1% | 24,721 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +11.4% | 24,498 | $4.1M |
| Rovin Capital /Ut/ | 1.48% | Add +1.5% | 23,876 | $4.0M |
| Black Diamond Financial, LLC | 0.68% | Add +5.2% | 23,729 | $4.0M |
| Principal Securities, Inc. | 0.10% | Add +4.1% | 23,547 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +6.0% | 23,457 | $3.9M |
| Tacita Capital Inc | 2.56% | Add +1.0% | 23,394 | $3.9M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -40.3% | 23,075 | $3.9M |
| Ascent Group, LLC | 0.29% | Reduce -7.7% | 23,032 | $3.9M |
| Ifrah Financial Services, Inc. | 1.04% | Reduce -0.6% | 22,948 | $3.8M |
| Fee-Only Financial Planning, L.C. | 2.45% | Add +0.9% | 22,836 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +10.2% | 22,711 | $3.8M |
| Collective Family Office LLC | 1.02% | Add +27.4% | 22,503 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.56% | New | 22,489 | $3.8M |
| Thrive Capital Management, LLC | 1.76% | Reduce -5.9% | 22,331 | $3.7M |
| Mustard Seed Financial, LLC | 3.05% | Add +1.7% | 21,902 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.3% | 21,846 | $3.7M |
| Composition Wealth, LLC | 0.08% | Reduce -1.1% | 21,778 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -29.9% | 21,734 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -4.6% | 21,677 | $3.6M |
| FinTrust Capital Advisors, LLC | 0.61% | Reduce -1.7% | 21,321 | $3.6M |
| Everhart Financial Group, Inc. | 0.79% | Reduce -1.3% | 21,210 | $3.6M |
| Clear Harbor Asset Management, LLC | 0.29% | Add +3.9% | 21,093 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +3.3% | 21,009 | $3.5M |
| LPWM LLC | 1.15% | Reduce -1.5% | 21,163 | $3.5M |
| Stage Harbor Financial, LLC | 3.12% | Reduce -0.2% | 20,492 | $3.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -20.1% | 20,409 | $3.4M |
| MSH Capital Advisors LLC | 1.01% | Add +1.9% | 19,786 | $3.3M |
| Integrated Capital Management, LLC | 1.75% | — | 19,687 | $3.3M |
| Sterling Financial Planning, Inc. | 1.21% | Add +0.2% | 19,650 | $3.3M |
| IVC Wealth Advisors LLC | 1.80% | Reduce -0.5% | 19,596 | $3.3M |
| Stokes Family Office, LLC | 0.36% | Reduce -7.0% | 19,578 | $3.3M |
| &partners | 0.06% | Add +63.6% | 19,331 | $3.3M |
| Signet Financial Management, LLC | 0.41% | Reduce -3.5% | 19,319 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.6% | 19,208 | $3.2M |
| White Lighthouse Investment Management Inc. | 0.57% | Reduce -2.9% | 18,891 | $3.2M |
| Concourse Financial Group Securities, Inc. | 0.19% | Add +0.9% | 18,889 | $3.2M |
| Sigma Planning Corp | 0.10% | Reduce -1.4% | 18,861 | $3.2M |
| Financial Guidance Group, Inc. | 1.82% | Reduce -21.0% | 18,577 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.55% | Reduce -1.1% | 18,232 | $3.1M |
| WealthShield Partners, LLC | 0.41% | Add +3.0% | 18,159 | $3.0M |
| Insigneo Advisory Services, LLC | 0.31% | Reduce -0.3% | 18,127 | $3.0M |
| Valley Wealth Managers, Inc. | 0.23% | Reduce -3.0% | 18,122 | $3.0M |
| Prosperity Consulting Group, LLC | 0.24% | New | 18,038 | $3.0M |
| Stillwater Capital Advisors, LLC | 0.39% | Add +1.2% | 17,996 | $3.0M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +67.7% | 17,958 | $3.0M |
| Tritonpoint Wealth, LLC | 0.27% | Reduce -3.9% | 17,926 | $3.0M |
| Wedmont Private Capital | 0.17% | Reduce -1.8% | 18,065 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +54.3% | 17,238 | $2.9M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -0.5% | 16,987 | $2.8M |
| Whalen Wealth Management Inc. | 2.01% | New | 16,954 | $2.8M |
| Pinnacle Financial Group, LLC / IL | 1.10% | Add +0.6% | 16,801 | $2.8M |
| Checchi Capital Advisers, LLC | 0.21% | Reduce -0.0% | 16,718 | $2.8M |
| Safeguard Financial, LLC | 0.66% | Reduce -7.3% | 16,672 | $2.8M |
| Valley National Advisers Inc. | 0.50% | Reduce -33.3% | 16,490 | $2.8M |
| Cooksen Wealth, LLC | 2.58% | Reduce -9.1% | 16,472 | $2.8M |
| CBIZ Investment Advisory Services, LLC | 0.14% | No change | 16,027 | $2.7M |
| Bank of Hawaii | 0.11% | Add +1.5% | 15,670 | $2.6M |
| Sagace Wealth Management LLC | 2.03% | Add +20.0% | 15,515 | $2.6M |
| RMR Capital Management, LLC | 2.22% | Add +1.6% | 15,599 | $2.6M |
| CENTRAL TRUST Co | 0.06% | Reduce -0.8% | 15,597 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +285.5% | 15,578 | $2.6M |
| Synovus Financial Corp. | 0.03% | Add +97.5% | 15,542 | $2.6M |
| Cascade Financial Partners, LLC | 0.32% | Add +1.0% | 15,424 | $2.6M |
| KPP Advisory Services LLC | 0.61% | Reduce -77.4% | 15,056 | $2.5M |
| Washington Trust Advisors, Inc. | 0.22% | Reduce -0.2% | 14,995 | $2.5M |
| Empirical Finance, LLC | 0.14% | No change | 14,732 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +1.0% | 14,686 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.3% | 14,647 | $2.5M |
| Brighton Jones LLC | 0.09% | Reduce -25.3% | 14,562 | $2.4M |
| Simmons Bank | 0.18% | Reduce -3.3% | 14,559 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +0.9% | 14,455 | $2.4M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -0.4% | 14,298 | $2.4M |
| AIMZ Investment Advisors, LLC | 0.81% | Reduce -3.1% | 14,079 | $2.4M |
| Center For Asset Management LLC | 1.40% | Add +3.1% | 13,963 | $2.3M |
| SageView Advisory Group, LLC | 0.12% | Reduce -4.0% | 13,950 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +5.4% | 13,895 | $2.3M |
| General American Investors Co. Inc. | 0.16% | Add +24.6% | 13,700 | $2.3M |
| Etfidea, LLC | 0.72% | Add +4.7% | 13,539 | $2.3M |
| Ameritas Advisory Services, LLC | 0.10% | Add +9.0% | 13,362 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.53% | Reduce -0.3% | 13,348 | $2.2M |
| Index Fund Advisors, Inc. | 0.12% | Add +6.1% | 13,301 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.3% | 13,270 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +9.7% | 13,116 | $2.2M |
| Capital Square, LLC | 1.33% | Reduce -13.6% | 13,084 | $2.2M |
| Wealth Alliance, LLC | 0.26% | Add +3.9% | 12,986 | $2.2M |
| Verus Capital Partners, LLC | 0.21% | Reduce -30.0% | 12,774 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -2.1% | 12,743 | $2.1M |
| AMG National Trust Bank | 0.06% | Reduce -0.7% | 12,530 | $2.1M |
| Wambolt & Associates, LLC | 0.58% | Add +4.9% | 12,549 | $2.1M |
| Grove Bank & Trust | 0.31% | Reduce -15.6% | 12,469 | $2.1M |
| Granite FO LLC | 1.18% | No change | 12,460 | $2.1M |
| SilverOak Wealth Management LLC | 0.46% | Add +0.1% | 12,286 | $2.1M |
| Meridian Wealth Management, LLC | 0.10% | New | 12,243 | $2.1M |
| MTM Financial Group, LLC | 1.25% | Reduce -1.7% | 12,201 | $2.0M |
| Culbertson A N & Co. Inc. | 0.33% | Add +5.9% | 12,186 | $2.0M |
| UNIVEST FINANCIAL Corp | 0.13% | New | 12,152 | $2.0M |
| Seeds Investor LLC | 0.75% | Add +43.9% | 12,032 | $2.0M |
| Leading Edge Financial Planning LLC | 0.68% | Reduce -8.9% | 12,030 | $2.0M |
| Berkeley, Inc | 0.58% | Add +94.9% | 11,930 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +5.1% | 11,887 | $2.0M |
| Pathway Financial Advisors LLC | 0.51% | No change | 11,771 | $2.0M |
| Clark Financial Services Group Inc. | 1.78% | Reduce -0.4% | 11,642 | $2.0M |
| Vanguard Group Inc. | 0.00% | Add +15.9% | 11,600 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -15.8% | 11,593 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 11,505 | $1.9M |
| Mainstream Capital Management LLC | 1.61% | — | 11,304 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +67.1% | 11,399 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +4.3% | 11,294 | $1.9M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.9M |
| Well Done, LLC | 0.34% | Reduce -2.6% | 11,074 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +7.1% | 11,042 | $1.9M |
| Breed's Hill Capital LLC | 1.50% | No change | 10,945 | $1.8M |
| Phillips Financial Management, LLC | 0.14% | Reduce -20.3% | 10,894 | $1.8M |
| Trivium Point Advisory, LLC | 0.25% | Reduce -1.8% | 10,616 | $1.8M |
| Wells Trecaso Financial Group, LLC | 0.60% | Reduce -0.4% | 10,836 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -0.9% | 10,747 | $1.8M |
| Ballentine Partners, LLC | 0.03% | No change | 10,746 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Add +13.4% | 10,595 | $1.8M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 10,598 | $1.8M |
| Sterling Financial Group, Inc. | 0.75% | No change | 10,520 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | No change | 10,285 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Reduce -9.5% | 10,264 | $1.7M |
| Insight Advisors, LLC/ PA | 0.30% | Add +0.0% | 10,117 | $1.7M |
| Forte Capital LLC | 0.19% | Reduce -13.2% | 9,911 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -21.6% | 9,832 | $1.6M |
| Wolff Financial Management LLC | 0.44% | New | 9,744 | $1.6M |
| Rockingstone Advisors LLC | 0.80% | No change | 9,720 | $1.6M |
| Atlantic Union Bankshares Corp | 0.09% | No change | 9,669 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +17.7% | 9,626 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.40% | Reduce -12.2% | 9,495 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 9,485 | $1.6M |
| Planning Directions Inc. | 0.94% | Reduce -0.6% | 9,452 | $1.6M |
| Ironsides Asset Advisors, LLC | 0.46% | Add +0.0% | 9,440 | $1.6M |
| Pacific Sun Financial Corp | 0.87% | Reduce -3.8% | 9,420 | $1.6M |
| Cardiff Park Advisors, LLC | 0.14% | Add +1.0% | 9,341 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.34% | Reduce -1.4% | 9,155 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.16% | Reduce -26.0% | 9,130 | $1.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.60% | No change | 9,107 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.18% | Reduce -0.0% | 787,659 | $1.5M |
| Acropolis Investment Management, LLC | 0.09% | Add +3.8% | 9,338 | $1.5M |
| Howland Capital Management LLC | 0.07% | No change | 9,052 | $1.5M |
| Baldwin Investment Management, LLC | 0.19% | Add +0.0% | 8,916 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Reduce -29.6% | 8,887 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.2% | 8,845 | $1.5M |
| First American Trust, FSB | 0.15% | Add +6.9% | 8,833 | $1.5M |
| Northeast Financial Consultants Inc | 0.06% | No change | 8,828 | $1.5M |
| Nicolet Bankshares Inc. | 0.29% | No change | 8,710 | $1.5M |
| Institute for Wealth Management, LLC. | 0.18% | Add +22.4% | 8,681 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -3.6% | 8,513 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 8,449 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 8,412 | $1.4M |
| East Coast Asset Management, LLC. | 0.46% | Add +0.1% | 8,343 | $1.4M |
| Moneco Advisors, LLC | 0.17% | Add +1.5% | 8,269 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | No change | 8,266 | $1.4M |
| Founders Financial Securities LLC | 0.13% | Add +16.7% | 8,246 | $1.4M |
| Main Street Financial Solutions, LLC | 0.13% | Add +0.3% | 8,231 | $1.4M |
| Choate Investment Advisors | 0.03% | No change | 8,087 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.46% | Reduce -2.9% | 8,083 | $1.4M |
| Evergreen Wealth Management, LLC | 0.81% | Reduce -19.8% | 8,077 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 8,056 | $1.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.30% | No change | 7,974 | $1.3M |
| Oakworth Capital, Inc. | 0.09% | No change | 7,878 | $1.3M |
| Townsquare Capital LLC | 0.02% | Reduce -26.8% | 7,841 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -1.1% | 7,812 | $1.3M |
| AdvisorNet Financial, Inc | 0.10% | Add +0.5% | 7,803 | $1.3M |
| Financial Advocates Investment Management | 0.07% | Add +5.0% | 7,787 | $1.3M |
| My Legacy Advisors, LLC | 0.51% | Add +5.8% | 7,772 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +0.2% | 7,710 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.3% | 7,702 | $1.3M |
| 1834 Investment Advisors Co. | 0.15% | Add +20.8% | 7,702 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Add +2.6% | 7,650 | $1.3M |
| Dentgroup LLC | 0.95% | Reduce -0.5% | 7,594 | $1.3M |
| Evernest Financial Advisors, LLC | 0.34% | New | 7,496 | $1.3M |
| Cozad Asset Management Inc. | 0.12% | Reduce -11.7% | 7,493 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +25.6% | 7,404 | $1.2M |
| Marino, Stram & Associates LLC | 0.28% | Add +1.8% | 7,348 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +4.6% | 7,303 | $1.2M |
| Trust Co. of Vermont | 0.06% | Reduce -0.2% | 7,297 | $1.2M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -6.0% | 7,272 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +22.2% | 7,270 | $1.2M |
| Revolve Wealth Partners, LLC | 0.19% | Add +4.3% | 7,250 | $1.2M |
| Willner & Heller, LLC | 1.08% | Reduce -0.5% | 7,208 | $1.2M |
| Mma Asset Management LLC | 0.32% | New | 9,214 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +0.6% | 7,140 | $1.2M |
| Schwallier Wealth Management LLC | 0.86% | Add +6.6% | 7,139 | $1.2M |
| Callan Family Office, LLC | 0.20% | Reduce -2.4% | 7,115 | $1.2M |
| BKM Wealth Management, LLC | 0.48% | Add +2.6% | 7,104 | $1.2M |
| FDx Advisors, Inc. | 0.32% | Reduce -4.5% | 7,098 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.68% | No change | 7,016 | $1.2M |
| Bluespring Wealth Management, LLC | 0.12% | Reduce -15.9% | 7,014 | $1.2M |
| Chemistry Wealth Management LLC | 0.28% | Add +0.6% | 6,993 | $1.2M |
| AQR Capital Management | 0.00% | New | 6,992 | $1.2M |
| Smithfield Trust Co | 0.06% | No change | 6,974 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -5.2% | 6,949 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -1.4% | 6,941 | $1.2M |
| Intergy Private Wealth, LLC | 0.44% | Add +4.8% | 6,940 | $1.2M |
| Zhang Financial LLC | 0.07% | Add +0.6% | 6,901 | $1.2M |
| Aveo Capital Partners, LLC | 0.12% | Add +12.2% | 6,864 | $1.2M |
| Baker Ellis Asset Management LLC | 0.16% | Add +4.7% | 6,670 | $1.1M |
| Noble Family Wealth, LLC | 0.30% | Reduce -25.9% | 6,576 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +58.2% | 6,576 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 6,574 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Add +3.2% | 6,529 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -0.1% | 6,527 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +233.1% | 6,526 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | Add +8.5% | 6,478 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.45% | Reduce -5.3% | 6,467 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 6,451 | $1.1M |
| Opinicus Capital, Inc. | 0.86% | Reduce -2.5% | 6,383 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +3.5% | 6,339 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -24.5% | 6,219 | $1.0M |
| Cadence Wealth Management LLC | 0.84% | Reduce -32.5% | 6,154 | $1.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +2.9% | 6,140 | $1.0M |
| Guidance Point Advisors, LLC | 0.31% | Add +1.1% | 6,134 | $1.0M |
| Truepoint, Inc. | 0.03% | Add +4.4% | 6,111 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +506.3% | 6,093 | $1.0M |
| Hexagon Capital Partners LLC | 0.20% | Reduce -3.0% | 6,093 | $1.0M |
| Waypoint Capital Advisors, LLC | 0.22% | No change | 6,070 | $1.0M |
| DDFG, Inc | 0.29% | Reduce -0.1% | 6,052 | $1.0M |
| 9258 Wealth Management, LLC | 0.15% | Reduce -5.2% | 6,017 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Reduce -2.9% | 5,989 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -4.8% | 5,940 | $996K |
| Magnus Financial Group LLC | 0.10% | Add +2.4% | 5,918 | $992K |
| Independent Financial Group, LLC | 0.04% | Reduce -17.8% | 5,867 | $984K |
| Citadel Advisors | 0.00% | Add +101.3% | 5,861 | $983K |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 5,764 | $973K |
| Verdence Capital Advisors LLC | 0.08% | Add +11.2% | 5,792 | $971K |
| Prossimo Advisors, LLC | 0.71% | Add +3.2% | 5,790 | $971K |
| MidAtlantic Capital Management, Inc. | 0.71% | Add +4.8% | 5,779 | $969K |
| St. Louis Trust Co | 0.14% | No change | 5,745 | $963K |
| Three Bridge Wealth Advisors, LLC | 0.35% | Add +10.7% | 5,729 | $961K |
| O'ROURKE & COMPANY, Inc | 0.48% | Add +2.5% | 5,727 | $960K |
| Ritholtz Wealth Management | 0.03% | New | 5,718 | $959K |
| Next Level Private LLC | 0.39% | Add +0.4% | 5,703 | $956K |
| Trustmark Bank Trust Department | 0.07% | Add +10.8% | 5,694 | $955K |
| Strategic Financial Concepts, LLC | 0.30% | Reduce -99.4% | 5,612 | $941K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +7.7% | 5,551 | $931K |
| Rwa Wealth Partners, LLC | 0.01% | Add +25.9% | 5,515 | $925K |
| City Holding Co. | 0.13% | Add +0.6% | 5,507 | $923K |
| US Financial Advisors, LLC | 0.29% | Reduce -0.5% | 5,466 | $916K |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -6.6% | 5,417 | $908K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.1% | 5,417 | $908K |
| Leo Wealth, LLC | 0.08% | Add +68.3% | 5,404 | $906K |
| FC Advisory LLC | 0.30% | Add +8.2% | 5,398 | $905K |
| Kovack Advisors, Inc. | 0.10% | Reduce -0.1% | 5,369 | $900K |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -3.0% | 5,357 | $898K |
| Clearstead Advisors, LLC | 0.01% | Add +0.5% | 5,321 | $892K |
| Country Club Bank | 0.06% | No change | 5,318 | $890K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 5,299 | $888K |
| Ancora Advisors LLC | 0.02% | Add +0.0% | 5,280 | $885K |
| Lam Group, Inc. | 0.63% | No change | 5,275 | $884K |
| Citizens Financial Group Inc. | 0.02% | Add +1.5% | 5,275 | $884K |
| Cedrus LLC | 0.33% | Add +1.5% | 5,273 | $884K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +25.6% | 5,242 | $879K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +25.6% | 5,242 | $879K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +5.7% | 5,232 | $877K |
| Retirement Financial Solutions, LLC | 0.38% | Add +1.1% | 5,209 | $873K |
| HUB Investment Partners, LLC | 0.04% | Add +1.1% | 5,171 | $867K |
| CreativeOne Wealth, LLC | 0.03% | Add +57.1% | 5,164 | $866K |
| Essex Financial Services, Inc. | 0.06% | Reduce -10.6% | 5,134 | $863K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -17.9% | 5,140 | $858K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.1% | 5,036 | $844K |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 5,011 | $840K |
| North Star Investment Management Corp. | 0.06% | Reduce -7.3% | 5,009 | $840K |
| Modern Wealth Management, LLC | 0.05% | Add +2.2% | 5,001 | $838K |
| Strategic Financial Partners, Ltd. | 0.42% | Add +2.0% | 4,886 | $819K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -1.8% | 4,864 | $816K |
| Atlas Brown,Inc. | 0.28% | Reduce -21.9% | 4,797 | $804K |
| Glass Jacobson Investment Advisors llc | 0.27% | Add +4.6% | 4,789 | $803K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.5% | 4,778 | $801K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 4,728 | $793K |
| Chapin Davis, Inc. | 0.25% | Add +2.8% | 4,687 | $786K |
| Uptick Partners, LLC | 0.33% | Reduce -3.0% | 4,686 | $786K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -1.8% | 4,669 | $783K |
| Wrapmanager Inc. | 0.20% | Reduce -25.9% | 4,637 | $777K |
| Howe & Rusling Inc. | 0.07% | Add +17.4% | 4,629 | $776K |
| Squire Investment Management Company, LLC | 0.37% | Add +19.0% | 4,626 | $776K |
| Arete Wealth Advisors, LLC | 0.07% | Add +6.1% | 4,558 | $761K |
| Consolidated Portfolio Review Corp | 0.17% | Add +2.1% | 4,510 | $756K |
| Tudor Investment Corporation | 0.01% | Reduce -77.2% | 4,510 | $756K |
| Buttonwood Financial Advisors Inc. | 0.33% | Add +8.4% | 4,479 | $751K |
| Carmichael Hill & Associates, Inc. | 0.28% | Reduce -2.2% | 4,471 | $750K |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Reduce -5.9% | 4,462 | $748K |
| NewEdge Wealth, LLC | 0.01% | Add +9.2% | 4,446 | $745K |
| Colonial Trust Co / SC | 0.11% | No change | 4,435 | $744K |
| FineMark National Bank & Trust | 0.03% | New | 4,403 | $738K |
| Financial Alternatives, Inc | 0.52% | No change | 4,402 | $738K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -26.4% | 4,386 | $735K |
| Bishop & Co Investment Management, LLC | 0.28% | No change | 4,377 | $734K |
| Cambridge Financial Group, LLC | 0.30% | Add +12.9% | 4,360 | $731K |
| IFP Advisors, Inc | 0.03% | Reduce -8.6% | 4,354 | $730K |
| Inspire Advisors, LLC | 0.09% | Reduce -3.0% | 4,347 | $729K |
| Meridian Financial Advisors, LLC | 0.49% | Reduce -3.2% | 4,345 | $729K |
| Spreng Capital Management, Inc. | 0.35% | New | 4,340 | $728K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -3.0% | 4,336 | $727K |
| WNY Asset Management, LLC | 0.08% | Reduce -1.8% | 4,318 | $724K |
| Axxcess Wealth Management, LLC | 0.02% | Add +90.3% | 4,271 | $716K |
| Aspire Wealth Management Corp | 0.38% | Reduce -2.9% | 4,224 | $708K |
| Renaissance Technologies | 0.00% | Add +110.0% | 4,200 | $704K |
| Warner Financial, Inc. | 0.31% | Add +1.3% | 4,191 | $703K |
| Creekside Partners | 0.36% | Add +4.7% | 4,183 | $701K |
| Drucker Wealth 3.0, LLC | 0.17% | Reduce -2.4% | 4,183 | $701K |
| Busey Bank | 0.02% | No change | 4,093 | $686K |
| ERn Financial, LLC | 0.10% | No change | 4,069 | $682K |
| Calamos Wealth Management LLC | 0.04% | No change | 4,066 | $682K |
| Yarger Wealth Strategies, LLC | 0.38% | Add +1.1% | 4,055 | $680K |
| One Day In July LLC | 0.08% | No change | 4,047 | $679K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 4,042 | $678K |
| G2 Capital Management, LLC / Oh | 0.20% | No change | 4,015 | $673K |
| Pinnacle Financial Partners Inc | 0.01% | Add +10.1% | 3,969 | $665K |
| Kiely Wealth Advisory Group, Inc. | 0.42% | Reduce -57.5% | 3,845 | $661K |
| Investmark Advisory Group LLC | 0.32% | Reduce -0.5% | 3,891 | $652K |
| Collaborative Wealth Managment Inc. | 0.29% | Reduce -1.5% | 3,885 | $651K |
| United Advisor Group, LLC | 0.15% | New | 3,874 | $650K |
| TPG Financial Advisors, LLC | 0.29% | Reduce -2.2% | 3,871 | $649K |
| Argent Advisors, Inc. | 0.24% | No change | 3,810 | $639K |
| Nwam LLC | 0.04% | New | 3,797 | $637K |
| Marcum Wealth, LLC | 0.06% | No change | 3,779 | $634K |
| Bison Wealth, LLC | 0.10% | Reduce -6.4% | 3,766 | $631K |
| Aspiriant, LLC | 0.02% | No change | 3,760 | $630K |
| Narus Financial Partners, LLC | 0.23% | Reduce -4.8% | 3,758 | $630K |
| Elevation Wealth Partners, LLC | 0.27% | No change | 3,701 | $621K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -10.2% | 3,696 | $616K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -14.6% | 3,663 | $614K |
| MAS Advisors LLC | 1.31% | Reduce -1.3% | 3,660 | $614K |
| Keybank National Association | 0.00% | Add +94.8% | 3,653 | $612K |
| First International Bank & Trust | 0.20% | Reduce -8.7% | 3,636 | $610K |
| Key Financial Inc | 0.13% | Reduce -2.0% | 3,634 | $609K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 3,620 | $607K |
| C M Bidwell & Associates Ltd. | 0.37% | No change | 3,613 | $606K |
| MGB Wealth Management, LLC | 0.22% | No change | 3,588 | $601K |
| Continuum Advisory, LLC | 0.08% | Add +15.5% | 3,503 | $596K |
| HF Advisory Group, LLC | 0.28% | Add +25.6% | 3,556 | $596K |
| Synergy Asset Management, LLC | 0.09% | Reduce -1.7% | 3,539 | $593K |
| Zions Bancorporation, N.A. | 0.04% | No change | 3,534 | $593K |
| Legacy Capital Wealth Partners, LLC | 0.12% | No change | 3,530 | $592K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Add +0.7% | 3,524 | $591K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -2.5% | 3,508 | $588K |
| S.A. Mason LLC | 0.31% | No change | 3,481 | $584K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.4% | 3,461 | $580K |
| WP Advisors, LLC | 0.21% | Add +1.1% | 3,447 | $578K |
| Cornerstone Planning Group LLC | 0.15% | Reduce -94.4% | 3,458 | $577K |
| Quantinno Capital Management LP | 0.01% | Add +151.6% | 3,419 | $573K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 3,410 | $572K |
| American Money Management, LLC | 0.11% | Add +0.6% | 3,391 | $569K |
| PFG Investments, LLC | 0.04% | Reduce -40.5% | 3,370 | $565K |
| Private Client Services, LLC | 0.30% | Add +0.3% | 3,366 | $564K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -20.0% | 3,354 | $562K |
| Pinion Investment Advisors, LLC | 0.23% | Add +0.8% | 3,336 | $559K |
| Courier Capital LLC | 0.04% | Reduce -7.8% | 3,326 | $558K |
| BLB&B Advisors, LLC | 0.03% | Add +4.0% | 3,322 | $557K |
| Jacobi Capital Management LLC | 0.04% | Reduce -19.7% | 3,321 | $557K |
| Aviso Wealth Management | 0.30% | No change | 3,316 | $556K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +4.5% | 3,305 | $554K |
| NBT Bank, N.A. | 0.04% | Reduce -19.8% | 3,296 | $553K |
| Fairscale Capital, LLC | 0.48% | Reduce -1.0% | 3,284 | $551K |
| McClarren Financial Advisors, Inc. | 0.07% | Add +372.8% | 4,979 | $547K |
| CW Advisors, LLC | 0.01% | New | 3,242 | $544K |
| Paulson Wealth Management Inc. | 0.14% | Reduce -29.4% | 3,212 | $539K |
| Parkside Financial Bank & Trust | 0.08% | Add +160.8% | 3,210 | $538K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.4% | 3,206 | $538K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.4% | 3,205 | $537K |
| Passumpsic Savings Bank | 0.35% | Add +10.8% | 3,200 | $537K |
| Fiduciary Financial Group, LLC | 0.12% | Reduce -15.0% | 3,236 | $536K |
| QRG Capital Management, Inc. | 0.01% | Add +87.0% | 3,181 | $533K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | No change | 3,217 | $532K |
| Horizon Investment Services, LLC | 0.23% | Add +5.0% | 3,150 | $528K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -6.9% | 3,141 | $527K |
| Idaho Trust Co | 0.25% | No change | 3,141 | $527K |
| Alliancebernstein L.P. | 0.00% | Add +14.6% | 3,130 | $525K |
| ETF Portfolio Partners, Inc. | 0.15% | Reduce -10.1% | 3,121 | $523K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -5.7% | 3,138 | $520K |
| First Bancorp, Inc | 0.36% | No change | 3,100 | $520K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +76775.0% | 3,075 | $516K |
| Waller Financial Planning Group, Inc. | 0.13% | Reduce -0.3% | 3,060 | $513K |
| Scotia Capital Inc. | 0.00% | New | 3,050 | $511K |
| Silverlake Wealth Management LLC | 0.19% | Add +3.9% | 2,982 | $500K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -9.8% | 2,979 | $500K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $492K |
| Sterling Capital Management LLC | 0.01% | — | 2,932 | $492K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -3.1% | 2,921 | $491K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 2,907 | $487K |
| Qube Research & Technologies Ltd | 0.00% | Add +59.9% | 2,892 | $485K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.4% | 2,892 | $485K |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 2,873 | $482K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 2,865 | $480K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.1% | 2,857 | $479K |
| Montag A & Associates Inc. | 0.02% | No change | 2,840 | $476K |
| Holderness Investments Co. | 0.10% | Add +0.0% | 2,839 | $476K |
| Talon Private Wealth, LLC | 0.10% | — | 2,837 | $476K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.7% | 2,836 | $476K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.5% | 2,830 | $475K |
| Klingman & Associates, LLC | 0.03% | Reduce -0.6% | 2,829 | $474K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.3% | 2,795 | $469K |
| Horizon Bancorp Inc. | 0.22% | Reduce -2.3% | 2,781 | $466K |
| Investments & Financial Planning, LLC | 0.29% | Reduce -14.7% | 2,778 | $466K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.2% | 2,766 | $464K |
| Ironwood Financial, llc | 0.10% | New | 2,762 | $463K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.4% | 2,754 | $462K |
| Net Worth Advisory Group | 0.14% | — | 2,752 | $461K |
| Compass Ion Advisors, LLC | 0.06% | Add +18.4% | 2,747 | $461K |
| Traveka Wealth, LLC | 0.23% | Reduce -9.6% | 2,696 | $452K |
| Plancorp, LLC | 0.02% | Reduce -3.3% | 2,695 | $452K |
| Essex Bank | 0.11% | New | 2,693 | $452K |
| Grant/GrossMendelsohn, LLC | 0.19% | No change | 2,690 | $451K |
| Vertex Planning Partners, LLC | 0.11% | No change | 2,675 | $449K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.3% | 2,670 | $448K |
| Turtle Creek Wealth Advisors, LLC | 0.09% | Reduce -5.3% | 2,644 | $443K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -2.9% | 2,619 | $439K |
| Facet Wealth, Inc. | 0.01% | Reduce -8.1% | 2,651 | $438K |
| MorganRosel Wealth Management, LLC | 0.14% | No change | 2,607 | $437K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Reduce -0.1% | 2,588 | $434K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 2,577 | $432K |
| Mission Wealth Management, LP | 0.01% | Add +3.3% | 2,572 | $431K |
| Oxbow Advisors, LLC | 0.04% | Reduce -0.2% | 2,568 | $431K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -7.3% | 2,567 | $430K |
| Quad-Cities Investment Group, LLC | 0.22% | Reduce -1.5% | 2,557 | $429K |
| FSA Wealth Management LLC | 0.17% | — | 2,555 | $428K |
| PFG Advisors | 0.03% | Add +0.8% | 2,552 | $428K |
| Lowery Thomas, LLC | 0.29% | Add +1.1% | 2,510 | $421K |
| Eagle Bay Advisors LLC | 0.16% | No change | 2,503 | $420K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.6% | 2,486 | $417K |
| Elm Partners Management LLC | 0.03% | No change | 2,484 | $416K |
| Forum Private Client Group LLC | 0.18% | Reduce -0.8% | 2,483 | $416K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 2,467 | $414K |
| Evanson Asset Management, LLC | 0.03% | Add +0.7% | 2,461 | $413K |
| Altiora Financial Group, LLC | 0.09% | No change | 2,422 | $406K |
| Tyche Wealth Partners LLC | 0.09% | No change | 2,420 | $406K |
| Lake Street Private Wealth, LLC | 0.07% | Add +0.1% | 2,412 | $404K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -39.2% | 2,410 | $404K |
| Fulton Bank, N.A. | 0.02% | No change | 2,400 | $402K |
| Sonata Capital Group Inc. | 0.17% | No change | 2,400 | $402K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -2.5% | 2,395 | $402K |
| Mosaic Financial Group, LLC | 0.28% | No change | 2,377 | $399K |
| Goelzer Investment Management, Inc. | 0.02% | Add +0.7% | 2,379 | $399K |
| Johnson Financial Group, Inc. | 0.02% | Add +1.1% | 2,372 | $398K |
| D. E. Shaw & Co. | 0.00% | Reduce -83.2% | 2,372 | $398K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $397K |
| Eagle Harbor Asset Management Inc. | 0.39% | Add +0.0% | 2,365 | $396K |
| HSBC Holdings PLC | 0.00% | Reduce -52.1% | 2,361 | $396K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.4% | 2,359 | $396K |
| Flputnam Investment Management Co. | 0.01% | Add +0.1% | 2,344 | $393K |
| WR Wealth Planners, LLC | 0.11% | Reduce -5.0% | 2,339 | $392K |
| Horizon Investments, LLC | 0.01% | Add +29.3% | 2,323 | $389K |
| Private Trust Co. NA | 0.04% | Reduce -7.2% | 2,320 | $389K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.4% | 2,313 | $388K |
| Smith Thornton Advisors LLC | 0.25% | No change | 2,298 | $385K |
| Diversified, LLC | 0.04% | No change | 2,281 | $382K |
| Diversified Enterprises, LLC | 0.04% | — | 2,281 | $382K |
| Old North State Wealth Management, LLC | 0.21% | Add +26.9% | 2,271 | $382K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Reduce -4.3% | 2,264 | $380K |
| Secure Asset Management, LLC | 0.06% | New | 2,254 | $378K |
| Round Rock Advisors LLC | 0.09% | Reduce -0.9% | 2,253 | $378K |
| Archer Investment Corp | 0.10% | Reduce -33.7% | 2,247 | $377K |
| First Trust Direct Indexing L.P. | 0.02% | Add +1.2% | 2,242 | $376K |
| RFG Advisory, LLC | 0.01% | Add +1.2% | 2,239 | $375K |
| Family Investment Center, Inc. | 0.09% | Add +2.2% | 2,213 | $371K |
| Sierra Capital LLC | 0.04% | Reduce -58.0% | 2,204 | $370K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -0.2% | 2,195 | $368K |
| Bridges Investment Management Inc. | 0.01% | Reduce -0.2% | 2,180 | $366K |
| Nikulski Financial, Inc. | 0.11% | Reduce -5.4% | 2,173 | $364K |
| LMG Wealth Partners, LLC | 0.08% | Add +1.1% | 2,173 | $364K |
| American Trust | 0.03% | Add +3.9% | 2,159 | $362K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -0.6% | 2,139 | $359K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,128 | $357K |
| CWA Asset Management Group, LLC | 0.02% | — | 2,125 | $356K |
| Whalerock Point Partners, LLC | 0.09% | No change | 2,097 | $352K |
| VitalStone Financial, LLC | 0.24% | No change | 2,094 | $351K |
| Beckerman Institutional, LLC | 0.30% | — | 2,094 | $351K |
| HTG Investment Advisors, Inc. | 0.17% | No change | 2,087 | $350K |
| Breakwater Capital Group | 0.07% | Add +0.2% | 2,079 | $349K |
| Richardson Financial Services Inc. | 0.22% | No change | 2,309 | $347K |
| Two Sigma Securities, LLC | 0.03% | Reduce -44.2% | 2,068 | $347K |
| Brooklyn FI, LLC | 0.12% | No change | 2,066 | $346K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,060 | $345K |
| Embree Financial Group | 0.06% | Add +0.8% | 2,050 | $344K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -8.9% | 2,047 | $343K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.4% | 2,042 | $342K |
| Bank of Marin | 0.28% | Add +9.1% | 2,036 | $341K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +7.4% | 2,031 | $341K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | New | 2,009 | $337K |
| waypoint wealth counsel | 0.23% | No change | 2,005 | $336K |
| Navis Wealth Advisors, LLC | 0.36% | No change | 2,000 | $335K |
| ICONIQ Capital, LLC | 0.01% | Add +1.1% | 2,000 | $335K |
| Valmark Advisers, Inc. | 0.01% | Add +0.7% | 1,994 | $334K |
| Amara Financial, Llc. | 0.32% | — | 1,981 | $332K |
| MCF Advisors LLC | 0.02% | No change | 1,967 | $330K |
| Hibernia Wealth Partners, LLC | 0.11% | New | 1,967 | $330K |
| ARK & TLK Investments, LLC | 0.12% | No change | 1,966 | $330K |
| Sargent Investment Group, LLC | 0.06% | Add +43.6% | 1,963 | $329K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +1.0% | 1,956 | $328K |
| Heritage Wealth Advisors | 0.02% | No change | 1,949 | $327K |
| StoneX Group Inc. | 0.02% | Reduce -15.0% | 1,948 | $327K |
| Wealthspan Partners, LLC | 0.16% | No change | 1,947 | $326K |
| Retirement Income Solutions, Inc. | 0.07% | New | 1,931 | $324K |
| Legacy Bridge, LLC | 0.17% | No change | 1,925 | $323K |
| Optivise Advisory Services LLC | 0.17% | Reduce -39.0% | 1,925 | $323K |
| Von Berge Wealth Management Group, LLC | 0.20% | Reduce -2.5% | 1,877 | $321K |
| LongView Wealth Management | 0.10% | No change | 1,915 | $321K |
| Towerpoint Wealth, LLC | 0.15% | Reduce -0.7% | 1,909 | $320K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $318K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 1,896 | $318K |
| Estate Counselors, LLC | 0.03% | Reduce -95.5% | 1,890 | $318K |
| Townsend & Associates, Inc | 0.03% | Add +17.8% | 1,885 | $317K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +7.5% | 1,874 | $314K |
| Cabana LLC | 1.75% | Reduce -17.8% | 1,871 | $314K |
| Venturi Wealth Management, LLC | 0.02% | Add +200.6% | 1,867 | $313K |
| Western Wealth Management, LLC | 0.02% | Reduce -13.8% | 1,862 | $312K |
| Tsfg, LLC | 0.07% | Reduce -1.1% | 1,853 | $311K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -6.8% | 1,841 | $309K |
| BIP Wealth, LLC | 0.02% | Add +13.7% | 1,840 | $309K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,831 | $307K |
| Benchmark Wealth Management, LLC | 0.15% | No change | 1,830 | $307K |
| Verum Partners LLC | 0.09% | No change | 1,825 | $306K |
| One Capital Management, LLC | 0.01% | Reduce -0.3% | 1,801 | $302K |
| City State Bank | 0.11% | No change | 1,790 | $300K |
| SkyOak Wealth, LLC | 0.07% | Reduce -3.6% | 1,782 | $299K |
| Criterion Capital Advisors, LLC | 0.19% | No change | 1,980 | $298K |
| Strategic Advisors LLC | 0.06% | No change | 1,762 | $295K |
| Retirement Planning Group, LLC | 0.02% | No change | 1,750 | $293K |
| Ameliora Wealth Management Ltd. | 0.12% | No change | 1,750 | $293K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -3.7% | 1,702 | $285K |
| Cornerstone Management, Inc. | 0.06% | Reduce -1.7% | 1,698 | $285K |
| Quadcap Wealth Management, LLC | 0.04% | New | 1,690 | $283K |
| Resurgent Financial Advisors LLC | 0.16% | Add +1.3% | 1,666 | $279K |
| Kornitzer Capital Management Inc. | 0.01% | Add +6.8% | 1,662 | $279K |
| Sage Rhino Capital LLC | 0.06% | Add +13.8% | 1,660 | $278K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -0.4% | 1,655 | $277K |
| Venture Visionary Partners LLC | 0.01% | Add +1.1% | 1,638 | $275K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -84.2% | 1,611 | $270K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -13.2% | 1,608 | $270K |
| Kennicott Capital Management LLC | 0.10% | No change | 1,599 | $268K |
| Caldwell Trust Co | 0.03% | No change | 1,598 | $268K |
| Financial Freedom, LLC | 0.14% | Reduce -3.9% | 1,595 | $267K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +3.2% | 1,591 | $267K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | Add +0.1% | 1,579 | $265K |
| CGN Advisors LLC | 0.03% | Reduce -1.0% | 1,577 | $264K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,571 | $263K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,567 | $263K |
| Cravens & Co Advisors, LLC | 0.20% | No change | 1,560 | $262K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.4% | 1,554 | $261K |
| Clark Asset Management, LLC | 0.06% | No change | 1,552 | $260K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Reduce -2.8% | 1,552 | $260K |
| 49 Wealth Management, LLC | 0.04% | Reduce -39.3% | 1,547 | $259K |
| Lion Street Advisors, LLC | 0.09% | Reduce -9.7% | 1,547 | $259K |
| Wealth Effects LLC | 0.09% | Add +1.4% | 1,538 | $258K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,527 | $256K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,523 | $255K |
| Endowment Wealth Management, Inc. | 0.17% | Add +3.3% | 1,523 | $255K |
| Concord Wealth Partners | 0.04% | Add +1.0% | 1,514 | $254K |
| Integris Wealth Management, LLC | 0.07% | No change | 1,500 | $252K |
| Patten & Patten Inc. | 0.02% | New | 1,500 | $252K |
| Quaker Wealth Management, LLC | 0.09% | — | 1,499 | $251K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | Reduce -27.0% | 1,493 | $250K |
| Summit Financial Strategies, Inc. | 0.03% | Add +6.4% | 1,488 | $249K |
| Dodds Wealth, LLC | 0.08% | No change | 1,497 | $248K |
| HBW Advisory Services LLC | 0.04% | New | 1,476 | $247K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,472 | $247K |
| Clarity Capital Advisors, LLC | 0.18% | Add +3.8% | 1,468 | $246K |
| Coastline Trust Co | 0.03% | New | 1,460 | $245K |
| Sachetta, LLC | 0.10% | No change | 1,457 | $244K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -44.4% | 1,455 | $244K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.0% | 1,436 | $241K |
| Bailard, Inc. | 0.01% | No change | 1,429 | $240K |
| Portland Global Advisors LLC | 0.03% | No change | 1,425 | $239K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -22.5% | 1,419 | $238K |
| GDS Wealth Management | 0.02% | New | 1,409 | $236K |
| Gemmer Asset Management LLC | 0.02% | Add +0.9% | 1,405 | $236K |
| First Foundation Advisors | 0.01% | No change | 1,400 | $235K |
| Forum Financial Management, LP | 0.00% | New | 1,400 | $235K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.7% | 1,397 | $234K |
| Crane Advisory, LLC | 0.04% | No change | 1,412 | $234K |
| Florida Financial Advisors, LLC | 0.12% | New | 1,394 | $234K |
| Theory Financial LLC | 0.10% | No change | 1,406 | $233K |
| Bessemer Group Inc. | 0.00% | No change | 1,390 | $233K |
| M&T Bank Corp | 0.00% | No change | 1,387 | $233K |
| Sensible Financial Planning & Management, LLC. | 0.05% | New | 1,372 | $230K |
| Mainsail Asset Management, LLC | 0.17% | New | 1,372 | $230K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -1.7% | 1,375 | $230K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -24.6% | 1,359 | $228K |
| Bogart Wealth, LLC | 0.01% | Reduce -18.1% | 1,349 | $226K |
| Robinson Smith Wealth Advisors LLC | 0.19% | Reduce -2.5% | 1,345 | $226K |
| Greatmark Investment Partners, Inc. | 0.03% | Reduce -1.8% | 1,345 | $226K |
| Panoramic Investment Advisors, LLC | 0.16% | — | 1,343 | $225K |
| Operose Advisors LLC | 0.07% | Add +41.0% | 1,341 | $225K |
| Marquette Associates, Inc. | 0.16% | No change | 1,341 | $225K |
| Redmond Asset Management, LLC | 0.07% | Reduce -1.5% | 1,341 | $225K |
| Silver Coast Investments LLC | 0.08% | New | 1,335 | $224K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -1.5% | 1,334 | $224K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,333 | $224K |
| Asset Allocation Strategies LLC | 0.06% | Reduce -1.3% | 1,325 | $222K |
| Annex Advisory Services, LLC | 0.01% | New | 1,324 | $222K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $222K |
| New England Private Wealth Advisors LLC | 0.04% | New | 1,320 | $221K |
| Cottage Street Advisors LLC | 0.12% | New | 1,318 | $221K |
| Curi Capital, LLC | 0.01% | Reduce -17.5% | 1,317 | $221K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,317 | $221K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | New | 1,315 | $220K |
| First Citizens Bank & Trust Co. | 0.00% | New | 1,313 | $220K |
| Roundview Capital LLC | 0.02% | New | 1,298 | $218K |
| Murphy Pohlad Asset Management LLC | 0.09% | New | 1,296 | $217K |
| PBMares Wealth Management LLC | 0.05% | New | 1,295 | $217K |
| Evermay Wealth Management LLC | 0.03% | Reduce -54.7% | 1,292 | $217K |
| Claro Advisors Inc. | 0.03% | New | 1,291 | $216K |
| Colonial Trust Advisors | 0.02% | No change | 1,283 | $215K |
| WMG Financial Advisors, LLC | 0.10% | New | 1,261 | $211K |
| Crescent Grove Advisors, LLC | 0.02% | New | 1,255 | $210K |
| New Republic Capital, LLC | 0.12% | No change | 1,245 | $209K |
| Heritage Wealth Management, Inc. | 0.07% | New | 1,241 | $208K |
| Certified Advisory Corp | 0.02% | Reduce -39.5% | 1,232 | $207K |
| Camelot Technology Advisors, Inc. | 0.18% | New | 1,232 | $207K |
| Garrison Asset Management, LLC | 0.10% | New | 1,227 | $206K |
| Advantage Trust Co | 0.14% | No change | 1,225 | $205K |
| Mayfair Advisory Group, LLC | 0.13% | New | 1,228 | $205K |
| Compass Advisory Group LLC | 0.08% | New | 1,222 | $205K |
| Five Oceans Advisors | 0.10% | New | 1,221 | $205K |
| Stonebrook Private Inc. | 0.05% | New | 1,214 | $204K |
| Ceera Investments, LLC | 0.08% | New | 1,210 | $203K |
| Pacific Center for Financial Services | 0.05% | Add +0.3% | 1,206 | $202K |
| Wells Financial Advisors INC | 0.27% | Reduce -1.2% | 1,200 | $201K |
| Larson Financial Group LLC | 0.01% | Reduce -11.9% | 1,195 | $200K |
| Level Financial Advisors | 0.08% | New | 1,193 | $200K |
| Cornerstone National Bank & Trust Co | 0.09% | New | 1,133 | $190K |
| HM Payson & Co. | 0.00% | Add +1764.9% | 1,063 | $178K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,056 | $177K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,053 | $177K |
| LGT Financial Advisors LLC | 0.41% | Reduce -48.4% | 988 | $166K |
| First PREMIER Bank | 0.04% | No change | 981 | $164K |
| Horizon Financial Services, LLC | 0.10% | No change | 969 | $162K |
| Financial Perspectives, Inc | 0.06% | Add +0.1% | 951 | $159K |
| Blue Trust, Inc. | 0.00% | Add +10.9% | 973 | $146K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 859 | $144K |
| Allianz SE | 0.00% | No change | 842 | $141K |
| Salomon & Ludwin, LLC | 0.01% | No change | 835 | $140K |
| Private Wealth Management Group, LLC | 0.05% | No change | 820 | $138K |
| Smartleaf Asset Management LLC | 0.02% | No change | 776 | $130K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3058.3% | 758 | $127K |
| Asset Dedication, LLC | 0.01% | Add +3.8% | 738 | $124K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -0.1% | 736 | $123K |
| Sage Mountain Advisors LLC | 0.01% | No change | 726 | $122K |
| Matrix Private Capital Group LLC | 0.07% | Add +7.4% | 725 | $122K |
| St Germain D J Co. Inc. | 0.01% | No change | 715 | $120K |
| Sandy Spring Bank | 0.00% | No change | 698 | $117K |
| Beacon Capital Management, LLC | 0.02% | Reduce -9.7% | 697 | $117K |
| Tortoise Investment Management, LLC | 0.01% | No change | 662 | $111K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 657 | $110K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 651 | $109K |
| Cedar Wealth Management, LLC | 0.03% | Add +24.8% | 645 | $108K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +50.9% | 643 | $108K |
| Birchbrook, Inc. | 0.06% | No change | 625 | $105K |
| Glen Eagle Advisors, LLC | 0.02% | Add +8.8% | 621 | $104K |
| M&R Capital Management Inc. | 0.02% | No change | 615 | $103K |
| Robinswood Financial LLC | 0.04% | No change | 595 | $100K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 570 | $96K |
| GoalVest Advisory LLC | 0.03% | No change | 558 | $94K |
| CoreCap Advisors, LLC | 0.00% | New | 553 | $93K |
| Exchange Traded Concepts, LLC | 0.00% | New | 504 | $85K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $83K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +0.6% | 488 | $82K |
| MV Capital Management, Inc. | 0.01% | Reduce -41.2% | 470 | $79K |
| First Command Advisory Services, Inc. | 0.00% | No change | 466 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $78K |
| Legacy Investment Solutions, LLC | 0.05% | — | 451 | $77K |
| Legacy Wealth Managment, LLC | 0.05% | — | 451 | $77K |
| MeadowBrook Investment Advisors LLC | 0.07% | Reduce -60.9% | 455 | $76K |
| Pathway Financial Advisers, LLC | 0.03% | Reduce -14.3% | 449 | $75K |
| GAMMA Investing LLC | 0.01% | No change | 448 | $75K |
| Founders Financial Alliance, LLC | 0.02% | No change | 437 | $73K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 435 | $73K |
| Olistico Wealth, LLC | 0.04% | No change | 430 | $72K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $71K |
| Cordant, Inc. | 0.04% | No change | 423 | $71K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $69K |
| Nordwand Advisors, LLC | 0.02% | No change | 390 | $65K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 385 | $65K |
| Anchor Investment Management, LLC | 0.01% | Reduce -0.5% | 367 | $62K |
| Abound Wealth Management | 0.02% | Add +41.7% | 326 | $55K |
| Keener Financial Planning LLC | 0.03% | No change | 311 | $52K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $50K |
| Capital Analysts, LLC | 0.00% | Add +1.4% | 301 | $50K |
| GeoWealth Management, LLC | 0.00% | Add +39.4% | 297 | $50K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 295 | $49K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -36.8% | 295 | $49K |
| Northwest Financial Advisors | 0.04% | New | 294 | $49K |
| Lanark Financial, Inc. | 0.00% | Add +159.1% | 298 | $49K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.1% | 286 | $48K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 286 | $48K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $48K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 283 | $47K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 281 | $47K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 280 | $47K |
| Fairman Group, LLC | 0.04% | Add +1.9% | 272 | $46K |
| WASHINGTON TRUST Co | 0.00% | No change | 269 | $45K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 266 | $45K |
| Northwest Investment Counselors, LLC | 0.01% | New | 262 | $44K |
| Stephens Consulting, LLC | 0.01% | No change | 257 | $43K |
| SouthState Bank Corp | 0.00% | New | 250 | $42K |
| Founders Capital Management | 0.03% | No change | 246 | $41K |
| Peachtree Investment Partners, LLC | 0.02% | Add +22.2% | 242 | $41K |
| Northwest Capital Management Inc | 0.01% | No change | 237 | $40K |
| Eukles Asset Management | 0.02% | No change | 231 | $39K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 227 | $38K |
| Caitlin John, LLC | 0.02% | Add +0.5% | 221 | $38K |
| Element Wealth, LLC | 0.02% | No change | 225 | $38K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $38K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $37K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $37K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 213 | $36K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 210 | $35K |
| ORG Partners LLC | 0.01% | New | 210 | $35K |
| Guardian Wealth Management, Inc. | 0.02% | Add +26.2% | 207 | $35K |
| West Paces Advisors Inc. | 0.01% | No change | 200 | $34K |
| Castleview Partners, LLC | 0.02% | No change | 197 | $33K |
| West Branch Capital LLC | 0.01% | No change | 194 | $33K |
| Financial Gravity Companies, Inc. | 0.01% | — | 191 | $32K |
| Planning Capital Management Corp | 0.02% | New | 174 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +44.9% | 155 | $26K |
| Private Capital Management LLC | 0.00% | Add +10.5% | 147 | $25K |
| Addison Advisors LLC | 0.01% | No change | 146 | $24K |
| Wintrust Investments LLC | 0.02% | Reduce -90.1% | 137 | $23K |
| Versant Capital Management, Inc | 0.01% | No change | 132 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 129 | $22K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 124 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $21K |
| Aspire Private Capital, LLC | 0.00% | No change | 121 | $20K |
| Twin City Private Wealth, LLC | 0.02% | New | 113 | $19K |
| McIlrath & Eck, LLC | 0.00% | Reduce -11.4% | 109 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 108 | $18K |
| Global Wealth Strategies & Associates | 0.01% | No change | 107 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $18K |
| Breakwater Investment Management | 0.01% | Add +600.0% | 105 | $18K |
| First Community Trust NA | 0.01% | No change | 104 | $17K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 103 | $17K |
| Future Financial Wealth Managment LLC | 0.01% | New | 100 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 100 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +1.0% | 100 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 105 | $17K |
| BlackRock, Inc. | 0.00% | — | 99 | $17K |
| Main Street Group, LTD | 0.01% | No change | 96 | $16K |
| Motco | 0.00% | No change | 96 | $16K |
| Albion Financial Group | 0.00% | No change | 95 | $16K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 94 | $16K |
| Nemes Rush Group LLC | 0.00% | New | 92 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 81 | $14K |
| Pingora Partners LLC | 0.01% | No change | 78 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 73 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $12K |
| Country Trust Bank | 0.00% | No change | 68 | $11K |
| Kennebec Savings Bank | 0.01% | — | 67 | $11K |
| Tucker Asset Management LLC | 0.00% | Add +4.9% | 64 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 63 | $11K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $10K |
| MilWealth Group LLC | 0.00% | No change | 58 | $10K |
| Integrity Financial Corp | 0.00% | No change | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 49 | $8K |
| Headlands Technologies LLC | 0.00% | Add +2350.0% | 49 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 47 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 45 | $8K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 43 | $7K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 40 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| TFC Financial Management, Inc. | 0.00% | Add +2.8% | 37 | $6K |
| Peoples Bank | 0.00% | No change | 35 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 33 | $6K |
| Running Point Capital Advisors, LLC | 0.00% | New | 30 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 30 | $5K |
| Peterson Financial Group, Inc. | 0.02% | New | 24 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 24 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -69.9% | 22 | $4K |
| First Financial Corp. | 0.00% | Reduce -61.1% | 21 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 20 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 20 | $3K |
| Transcendent Capital Group LLC | 0.00% | No change | 19 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | Add +5.6% | 19 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| PFS Partners, LLC | 0.00% | No change | 16 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 14 | $2K |
| Bull Oak Capital, LLC | 0.00% | New | 14 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 13 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 12 | $2K |
| PrairieView Partners, LLC | 0.00% | New | 15 | $2K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $2K |
| Rice Partnership, LLC | 0.00% | New | 9 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $1K |
| Centerpoint Advisors, LLC | 0.00% | New | 3 | $1K |
| WealthCollab, LLC | 0.00% | New | 4 | $671 |
| Crewe Advisors LLC | 0.00% | New | 4 | $671 |
| Pacifica Partners Inc. | 0.00% | No change | 3 | $503 |
| Tradewinds Capital Management, LLC | 0.00% | New | 2 | $336 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $335 |
| Morling Financial Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $142 |
"% of holder's portfolio" is VOE's weight in each manager's 13F, not the share of Vngrd Mrngstr MD-Cap Val ETF the manager owns.