Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q4 2024 (December 31)1,114holders +80
62new positions
51sold out
7famous investors
$159.81avg. 13F price*
At the end of Q4 2024, 1,114 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 80 from Q3 2024. 62 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($755.3M), Betterment LLC ($729.4M) and Assetmark, Inc. ($635.9M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $59.1M |
| Exits | 51 | $199.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,001,824 shares bought and 2,345,513 shares sold, net +656,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,114 holders
| Morgan Stanley | 0.05% | Add +1.9% | 4,668,764 | $755.3M |
| Betterment LLC | 1.74% | Reduce -3.7% | 4,509,099 | $729.4M |
| Assetmark, Inc. | 1.73% | Add +7.6% | 3,930,680 | $635.9M |
| Royal Bank of Canada | 0.11% | Add +0.3% | 3,197,152 | $517.2M |
| Bank of America Corp. | 0.05% | Add +0.1% | 3,082,061 | $498.6M |
| Jones Financial Companies LLLP | 0.37% | Add +2.4% | 2,419,536 | $391.4M |
| Wells Fargo & Company | 0.09% | Add +19.1% | 2,247,147 | $363.5M |
| Tiaa Trust, National Association | 0.85% | Reduce -2.8% | 1,723,675 | $278.8M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -0.0% | 1,565,745 | $253.3M |
| UBS Group AG | 0.06% | Reduce -2.2% | 1,527,158 | $247.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.2% | 1,422,632 | $230.1M |
| EP Wealth Advisors, LLC | 1.68% | Add +37.7% | 1,276,253 | $206.5M |
| LPL Financial LLC | 0.07% | Add +11.3% | 1,048,127 | $169.6M |
| Stephens Group Asset Management, LLC | 13.24% | Add +0.5% | 982,757 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 915,173 | $148.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +1.1% | 910,941 | $147.4M |
| FMR LLC | 0.01% | Add +0.3% | 896,326 | $145.0M |
| Moneta Group Investment Advisors LLC | 1.78% | Add +3.0% | 786,783 | $127.3M |
| Orgel Wealth Management, LLC | 2.94% | Add +5.4% | 695,908 | $112.6M |
| Raymond James Financial Inc. | 0.04% | — | 652,772 | $105.6M |
| Waverly Advisors, LLC | 1.58% | Reduce -3.7% | 632,321 | $102.3M |
| Stifel Financial Corp. | 0.10% | Add +10.3% | 601,492 | $97.3M |
| Rockefeller Capital Management L.P. | 0.24% | Add +0.2% | 582,957 | $94.3M |
| Avior Wealth Management, LLC | 3.14% | Add +6.7% | 530,145 | $85.7M |
| SYM FINANCIAL Corp | 10.64% | Reduce -0.0% | 508,789 | $82.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +5.6% | 499,436 | $80.8M |
| Mariner, LLC | 0.12% | Add +4.9% | 457,960 | $74.1M |
| Creative Planning | 0.07% | Add +22.3% | 446,720 | $72.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -4.0% | 417,377 | $66.7M |
| US Bancorp \de | 0.09% | Add +0.4% | 407,460 | $65.9M |
| Pacific Life Fund Advisors LLC | 6.55% | Reduce -24.1% | 390,571 | $63.2M |
| JPMorgan Chase & Co. | 0.01% | Add +13.5% | 387,128 | $62.6M |
| Equitable Holdings, Inc. | 0.59% | Add +9.3% | 382,694 | $61.9M |
| Truist Financial Corp. | 0.09% | Reduce -0.4% | 372,254 | $60.2M |
| Rodgers & Associates, LTD | 6.54% | Add +2.1% | 339,152 | $54.9M |
| Focus Partners Wealth | 0.13% | Add +10.0% | 318,936 | $51.6M |
| McAdam, LLC | 2.62% | Add +3.8% | 296,955 | $48.0M |
| Inspirion Wealth Advisors, LLC | 6.42% | Add +3.5% | 284,139 | $46.0M |
| Private Advisor Group, LLC | 0.23% | Reduce -0.1% | 253,473 | $41.0M |
| MML Investors Services, LLC | 0.14% | Add +10.9% | 250,685 | $40.6M |
| Trust Co | 4.49% | Add +1.4% | 242,046 | $39.2M |
| Cetera Investment Advisers | 0.08% | Add +0.8% | 239,324 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +9.8% | 239,094 | $38.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -3.5% | 231,976 | $37.5M |
| Marotta Asset Management | 7.51% | Reduce -6.1% | 222,570 | $35.9M |
| HighTower Advisors, LLC | 0.05% | Add +3.9% | 214,861 | $34.8M |
| Krilogy Financial LLC | 2.31% | Reduce -0.8% | 214,378 | $34.7M |
| Condor Capital Management | 2.82% | Add +0.5% | 197,917 | $32.0M |
| Kwmg, LLC | 3.03% | Reduce -1.3% | 181,834 | $29.4M |
| Summit Financial, LLC | 1.00% | Add +1.2% | 176,987 | $28.6M |
| Roberts Financial Services LLC | 5.38% | Add +3.4% | 176,229 | $28.5M |
| Sequoia Financial Advisors, LLC | 0.27% | Add +4871.5% | 172,065 | $27.8M |
| WoodTrust Financial Corp | 3.91% | Add +3.3% | 171,952 | $27.8M |
| Falcon Wealth Planning | 3.02% | Add +2.4% | 167,208 | $27.0M |
| Bragg Financial Advisors, Inc | 1.08% | Reduce -2.5% | 165,573 | $26.8M |
| Shakespeare Wealth Management, LLC | 7.09% | Reduce -2.1% | 162,589 | $26.3M |
| Total Wealth Planning, LLC | 4.03% | Add +0.6% | 160,045 | $25.9M |
| NewEdge Advisors, LLC | 0.16% | Add +1.8% | 159,715 | $25.8M |
| Benjamin Edwards Inc. | 0.36% | Add +5.6% | 157,548 | $25.5M |
| BHK Investment Advisors, LLC | 9.38% | Add +0.1% | 154,429 | $25.0M |
| BNP Paribas Financial Markets | 0.02% | Add +3.5% | 149,626 | $24.2M |
| Christopher J. Hasenberg, Inc | 9.60% | New | 147,191 | $23.8M |
| Grove Street Fiduciary, LLC | 12.21% | — | 143,725 | $23.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.6% | 142,550 | $23.1M |
| Wilmington Savings Fund Society, FSB | 0.41% | Add +6.5% | 141,778 | $22.9M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -44.7% | 141,317 | $22.9M |
| Avion Wealth | 5.84% | Add +17.4% | 140,472 | $22.7M |
| Praetorian Wealth Management, Inc. | 5.34% | Reduce -0.1% | 135,870 | $22.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.6% | 135,708 | $22.0M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -33.1% | 135,161 | $21.9M |
| Bank of Montreal | 0.01% | Add +3.7% | 128,658 | $20.8M |
| Blair William & Co. | 0.06% | Reduce -0.1% | 127,059 | $20.6M |
| Cary Street Partners Financial LLC | 0.67% | — | 150,741 | $20.5M |
| Ellevest, Inc. | 1.17% | Reduce -2.2% | 124,921 | $20.2M |
| Aire Advisors, LLC | 4.05% | Add +1.3% | 121,652 | $19.7M |
| Sepio Capital, LP | 1.56% | Add +35.3% | 120,612 | $19.5M |
| Captrust Financial Advisors | 0.05% | Reduce -2.7% | 118,254 | $19.1M |
| Stephens Inc. | 0.27% | Reduce -1.7% | 117,433 | $19.0M |
| Clayton Financial Group LLC | 6.32% | Add +4.0% | 108,399 | $17.5M |
| Sage Financial Group Inc. | 1.40% | Reduce -0.8% | 107,297 | $17.4M |
| Ledyard National Bank | 1.61% | Reduce -2.2% | 105,726 | $17.1M |
| Arvest Investments, Inc. | 2.68% | Reduce -2.1% | 103,577 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Add +13.7% | 101,427 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.4% | 100,678 | $16.3M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -1.0% | 99,736 | $16.1M |
| Presilium Private Wealth, LLC | 3.70% | Add +2.6% | 99,533 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +8.8% | 97,542 | $15.8M |
| Asset Management Group, Inc. | 2.76% | Reduce -1.0% | 95,847 | $15.5M |
| Evensky & Katz LLC | 1.00% | Reduce -3.8% | 94,882 | $15.3M |
| Fifth Third Bancorp | 0.06% | Reduce -4.3% | 94,070 | $15.2M |
| LMCG Investments, LLC | 0.87% | Add +18.0% | 88,048 | $14.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.6% | 85,646 | $13.9M |
| Compton Wealth Advisory Group, LLC | 3.54% | Add +16.7% | 84,834 | $13.7M |
| Capital Advantage, Inc. | 2.47% | Reduce -2.7% | 83,854 | $13.6M |
| OLIO Financial Planning | 4.74% | Add +24.4% | 83,442 | $13.5M |
| Modera Wealth Management, LLC | 0.16% | New | 83,404 | $13.5M |
| Chicago Partners Investment Group LLC | 0.44% | Add +0.7% | 82,422 | $13.3M |
| ProVise Management Group, LLC | 1.11% | Add +2.4% | 80,075 | $13.0M |
| Legacies Wealth LLC | 9.57% | Add +7.2% | 76,360 | $12.4M |
| Strategic Investment Advisors / MI | 1.26% | Add +9.3% | 73,497 | $11.9M |
| Lutz Financial Services LLC | 0.96% | Reduce -0.3% | 73,153 | $11.8M |
| DAVENPORT & Co LLC | 0.07% | Add +1.4% | 72,937 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.5% | 70,526 | $11.5M |
| O'shaughnessy Asset Management, LLC | 0.10% | Reduce -0.7% | 70,631 | $11.4M |
| Advisory Alpha, LLC | 0.39% | Reduce -0.3% | 68,551 | $11.1M |
| Geneos Wealth Management Inc. | 0.38% | Reduce -0.9% | 66,978 | $10.8M |
| National Bank of Canada | 0.01% | Add +27.8% | 66,290 | $10.7M |
| &partners | 0.13% | Add +237.8% | 65,296 | $10.6M |
| Merit Financial Group, LLC | 0.19% | Add +3.5% | 64,229 | $10.4M |
| Eagle Strategies LLC | 1.77% | Add +1.3% | 63,350 | $10.2M |
| Atlas Capital Advisors Inc. | 1.29% | Add +1.1% | 62,391 | $10.1M |
| Cwm, LLC | 0.04% | Add +0.3% | 62,368 | $10.1M |
| Bokf, NA | 0.17% | Add +1.3% | 63,252 | $10.1M |
| Park Avenue Securities LLC | 0.10% | Add +12.8% | 61,983 | $10.0M |
| Iron Horse Wealth Management, LLC | 3.29% | Add +2.6% | 60,656 | $9.8M |
| Provident Wealth Management, LLC | 3.27% | Add +7.4% | 60,523 | $9.8M |
| Payne Capital Management, LLC | 4.22% | — | 60,480 | $9.8M |
| JMG Financial Group, Ltd. | 0.33% | Reduce -0.1% | 60,244 | $9.7M |
| Leavell Investment Management, Inc. | 0.48% | Reduce -1.9% | 60,041 | $9.7M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -3.5% | 59,662 | $9.7M |
| MAI Capital Management | 0.07% | Add +10.4% | 59,559 | $9.6M |
| Bryn Mawr Trust Advisors, LLC | 0.52% | Add +15.0% | 59,542 | $9.6M |
| MassMutual Private Wealth & Trust, FSB | 0.27% | Add +14.7% | 59,414 | $9.6M |
| Commerce Bank | 0.06% | Add +6.9% | 59,400 | $9.6M |
| Bleakley Financial Group, LLC | 0.29% | Add +10.3% | 59,183 | $9.6M |
| Scott Capital Advisors, LLC | 2.75% | Add +1.0% | 59,437 | $9.5M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 57,584 | $9.3M |
| Prosperity Planning, Inc. | 4.20% | Reduce -11.4% | 57,084 | $9.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.9% | 54,625 | $9.1M |
| Visionary Wealth Advisors | 0.53% | Reduce -11.5% | 55,443 | $9.0M |
| Highland Capital Management, LLC | 0.51% | Add +2.1% | 55,013 | $8.9M |
| SPC Financial, Inc. | 0.76% | Add +0.3% | 53,748 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Reduce -1.3% | 53,526 | $8.7M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -0.8% | 52,812 | $8.5M |
| RTD Financial Advisors, Inc. | 1.09% | Add +0.1% | 52,481 | $8.5M |
| Comerica Bank | 0.03% | Reduce -3.1% | 52,425 | $8.5M |
| D.A. Davidson & Co. | 0.07% | Add +2.2% | 52,376 | $8.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Add +9.3% | 51,555 | $8.3M |
| SOA Wealth Advisors, LLC. | 1.53% | Add +24.3% | 51,440 | $8.3M |
| Manchester Capital Management LLC | 0.95% | Add +0.3% | 50,600 | $8.2M |
| Texas Yale Capital Corp. | 0.33% | Add +0.1% | 50,189 | $8.1M |
| Opes Wealth Management LLC | 1.65% | Add +0.8% | 49,626 | $8.0M |
| Alesco Advisors, LLC, An ESL Co | 0.25% | Reduce -3.9% | 48,620 | $7.9M |
| Financial Counselors Inc. | 0.11% | Add +8.6% | 48,523 | $7.8M |
| AE Wealth Management LLC | 0.07% | Reduce -5.2% | 48,164 | $7.8M |
| Allworth Financial LP | 0.04% | Add +3.7% | 45,513 | $7.6M |
| Brickley Wealth Management | 1.54% | Reduce -0.3% | 46,797 | $7.6M |
| Ruggaard & Associates LLC | 3.19% | Add +1.7% | 44,951 | $7.3M |
| Cassady Schiller Wealth Management, LLC | 2.65% | Add +5.6% | 44,588 | $7.2M |
| Goepper Burkhardt LLC | 2.90% | Reduce -5.6% | 44,208 | $7.2M |
| Old National Bancorp | 0.17% | Reduce -4.8% | 43,200 | $7.0M |
| Alpha Omega Wealth Management LLC | 1.31% | Reduce -0.9% | 42,835 | $6.9M |
| Smallwood Wealth Investment Management, LLC | 4.76% | Reduce -1.8% | 42,669 | $6.9M |
| Pittenger & Anderson Inc. | 0.25% | No change | 42,524 | $6.9M |
| Advisory Services Network, LLC | 0.13% | Reduce -5.2% | 42,498 | $6.9M |
| Columbia Advisory Partners LLC | 6.37% | Reduce -28.4% | 42,363 | $6.9M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -4.1% | 42,318 | $6.8M |
| LPF Advisors LLC | 5.69% | Add +4.1% | 42,038 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.57% | Reduce -1.4% | 41,753 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +6.0% | 40,881 | $6.6M |
| Regal Investment Advisors LLC | 0.49% | Add +3.7% | 40,561 | $6.6M |
| Causey Wealth LLC | 3.77% | — | 40,028 | $6.5M |
| First Horizon Advisors, Inc. | 0.18% | Add +1.6% | 39,832 | $6.4M |
| Bangor Savings Bank | 0.60% | Reduce -0.5% | 39,575 | $6.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.39% | Add +6.8% | 39,099 | $6.3M |
| Kohmann Bosshard Financial Services, LLC | 0.76% | Reduce -15.8% | 38,926 | $6.3M |
| Estate Counselors, LLC | 0.67% | Add +1956.5% | 38,867 | $6.3M |
| UMB Bank, n.a. | 0.10% | Add +0.4% | 38,209 | $6.2M |
| Mosaic Family Wealth Partners, LLC | 0.89% | Add +0.3% | 38,080 | $6.2M |
| Sharper & Granite LLC | 2.69% | Add +1.0% | 37,766 | $6.1M |
| Richard P Slaughter Associates Inc | 1.36% | Add +5.2% | 37,483 | $6.1M |
| Weinberger Asset Management, Inc | 2.52% | Add +2.1% | 37,277 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +27.4% | 37,266 | $6.0M |
| Stevens Capital Partners | 2.70% | Add +2.0% | 36,819 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.88% | Add +11.6% | 36,675 | $5.9M |
| TFB Advisors LLC | 1.67% | Add +6.7% | 36,178 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +8.5% | 35,881 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -0.3% | 35,668 | $5.8M |
| HB Wealth Management, LLC | 0.06% | Add +17.8% | 35,567 | $5.8M |
| CX Institutional | 0.23% | Reduce -1.9% | 35,543 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +125.1% | 35,070 | $5.7M |
| Councilor Wealth, LLC | 2.68% | Add +2.8% | 34,798 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +192.7% | 34,797 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 34,737 | $5.6M |
| Thrive Capital Management, LLC | 2.56% | Add +54.9% | 34,593 | $5.6M |
| Zeit Capital LLC | 4.22% | Add +19.5% | 33,196 | $5.5M |
| Taylor & Morgan Wealth Management, LLC | 3.83% | Reduce -8.9% | 33,680 | $5.4M |
| Ally Invest Advisors Inc. | 0.47% | Add +16.3% | 33,672 | $5.4M |
| Hilltop National Bank | 1.63% | Add +7.6% | 33,480 | $5.4M |
| King Wealth Management Group | 0.79% | Add +1.6% | 33,387 | $5.4M |
| FAS Wealth Partners, Inc. | 0.45% | Reduce -0.7% | 33,386 | $5.4M |
| Accel Wealth Management | 2.02% | Add +3.6% | 32,896 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.8% | 32,828 | $5.3M |
| Brown Advisory Inc. | 0.01% | Add +0.8% | 32,782 | $5.3M |
| SOL Capital Management CO | 0.58% | Add +0.6% | 32,155 | $5.2M |
| Harbor Investment Advisory, LLC | 0.48% | Add +2.5% | 31,984 | $5.2M |
| Tenret Co LLC | 3.25% | Add +0.6% | 31,881 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.0% | 31,767 | $5.1M |
| Petix & Botte Co | 1.34% | Reduce -26.1% | 31,614 | $5.1M |
| HFG Advisors, Inc. | 4.47% | Reduce -0.6% | 31,581 | $5.1M |
| Fifth Third Securities, Inc. | 0.43% | Reduce -1.0% | 31,543 | $5.1M |
| Pure Financial Advisors, LLC | 0.12% | Add +5.1% | 31,481 | $5.1M |
| Forza Wealth Management, LLC | 2.31% | Add +1.9% | 31,407 | $5.1M |
| Echo45 Advisors LLC | 3.32% | Add +10.3% | 31,124 | $5.1M |
| Harbour Investments, Inc. | 0.14% | Add +24.7% | 31,200 | $5.0M |
| Glenview Trust Co | 0.09% | Add +17.1% | 30,903 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Reduce -16.0% | 30,225 | $4.9M |
| Dakota Wealth Management | 0.11% | Reduce -14.7% | 29,926 | $4.8M |
| Associated Banc-Corp | 0.14% | Add +4.8% | 29,755 | $4.8M |
| Spire Wealth Management | 0.15% | Add +0.1% | 29,519 | $4.8M |
| NovaPoint Capital, LLC | 1.45% | Add +12.2% | 29,359 | $4.7M |
| Maltin Wealth Management, Inc. | 2.29% | Add +7.7% | 28,797 | $4.7M |
| Cathy Pareto & Associates, Inc. | 4.23% | — | 28,440 | $4.6M |
| Genesis Private Wealth, LLC | 2.51% | — | 28,175 | $4.6M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -4.8% | 27,959 | $4.5M |
| TAGStone Capital, Inc. | 2.18% | Add +3.2% | 27,385 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | Add +15.9% | 26,741 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +3.0% | 26,664 | $4.4M |
| Baring Financial LLC | 3.93% | — | 27,229 | $4.4M |
| GC Wealth Management RIA, LLC | 0.76% | Reduce -3.7% | 26,839 | $4.3M |
| Bruce G. Allen Investments, LLC | 3.51% | Add +6.2% | 26,724 | $4.3M |
| Midwest Financial Group LLC | 2.48% | Add +5.9% | 26,707 | $4.3M |
| First United Bank & Trust | 1.56% | Add +3.6% | 26,600 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +7.2% | 26,261 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +11.8% | 26,220 | $4.2M |
| JNBA Financial Advisors | 0.43% | Reduce -2.1% | 26,198 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Reduce -11.1% | 25,947 | $4.2M |
| Collective Family Office LLC | 1.15% | Add +15.1% | 25,903 | $4.2M |
| SWAN Capital LLC | 2.04% | Reduce -19.2% | 25,824 | $4.2M |
| Whitegate Investment Counselors, Inc. | 1.42% | Reduce -48.5% | 25,665 | $4.2M |
| Eclectic Associates Inc. | 1.23% | Reduce -0.5% | 25,607 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.23% | Reduce -1.4% | 25,515 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +1.4% | 25,212 | $4.1M |
| Becker Capital Management Inc. | 0.13% | No change | 25,162 | $4.1M |
| Black Diamond Financial, LLC | 0.61% | Add +5.6% | 25,054 | $4.1M |
| Rovin Capital /Ut/ | 1.45% | Add +4.0% | 24,834 | $4.0M |
| Principal Securities, Inc. | 0.09% | Add +5.2% | 24,775 | $4.0M |
| LifePlan Investment Advisors, Inc. | 2.40% | Reduce -3.0% | 23,968 | $3.9M |
| Savant Capital, LLC | 0.03% | Reduce -14.5% | 23,699 | $3.8M |
| Everhart Financial Group, Inc. | 0.79% | Add +11.5% | 23,653 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.8% | 23,343 | $3.8M |
| Keystone Financial Services, LLC | 3.44% | — | 23,194 | $3.8M |
| Ascent Group, LLC | 0.28% | Add +0.7% | 23,193 | $3.8M |
| Envision Financial LLC | 3.01% | — | 23,175 | $3.7M |
| Choreo, LLC | 0.05% | Reduce -9.6% | 23,179 | $3.7M |
| Tacita Capital Inc | 2.67% | Reduce -1.0% | 23,154 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.7% | 23,080 | $3.7M |
| Ifrah Financial Services, Inc. | 1.01% | Reduce -1.3% | 22,645 | $3.7M |
| Fee-Only Financial Planning, L.C. | 2.37% | Reduce -0.9% | 22,636 | $3.7M |
| Mustard Seed Financial, LLC | 2.94% | Add +2.3% | 22,398 | $3.6M |
| Checchi Capital Advisers, LLC | 0.27% | Add +32.6% | 22,165 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.52% | Reduce -1.7% | 22,114 | $3.6M |
| Brady Martz Wealth Solutions, LLC | 0.86% | — | 21,906 | $3.6M |
| RoundAngle Advisors LLC | 3.35% | — | 21,744 | $3.5M |
| Clear Harbor Asset Management, LLC | 0.28% | Add +1.9% | 21,484 | $3.5M |
| LPWM LLC | 1.11% | Add +1.2% | 21,412 | $3.5M |
| Mgo One Seven LLC | 0.13% | Reduce -41.2% | 21,315 | $3.4M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -2.8% | 21,074 | $3.4M |
| Stage Harbor Financial, LLC | 2.88% | No change | 20,492 | $3.3M |
| MSH Capital Advisors LLC | 1.02% | Add +1.6% | 20,096 | $3.3M |
| Brighton Jones LLC | 0.09% | Add +36.9% | 19,930 | $3.2M |
| IVC Wealth Advisors LLC | 1.80% | Add +1.7% | 19,927 | $3.2M |
| Veridan Wealth LLC | 1.51% | — | 19,515 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -6.1% | 19,722 | $3.2M |
| Sterling Financial Planning, Inc. | 1.17% | Add +0.1% | 19,677 | $3.2M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +1.1% | 19,092 | $3.2M |
| Stokes Family Office, LLC | 0.34% | No change | 19,578 | $3.2M |
| Millburn Ridgefield LLC | 0.08% | Reduce -26.4% | 19,558 | $3.2M |
| Corient Private Wealth LP | 0.01% | Reduce -57.0% | 19,456 | $3.1M |
| Signet Financial Management, LLC | 0.40% | Add +0.2% | 19,360 | $3.1M |
| White Lighthouse Investment Management Inc. | 0.55% | Add +1.8% | 19,236 | $3.1M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -6.3% | 19,123 | $3.1M |
| Integrated Capital Management, LLC | 1.63% | Reduce -3.8% | 18,934 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.6% | 18,717 | $3.0M |
| Sigma Planning Corp | 0.09% | Reduce -1.6% | 18,554 | $3.0M |
| WealthShield Partners, LLC | 0.42% | Add +1.5% | 18,426 | $3.0M |
| Valley National Advisers Inc. | 0.53% | Add +11.3% | 18,351 | $3.0M |
| American Financial & Tax Strategies Inc. | 1.53% | Add +0.3% | 18,277 | $3.0M |
| Avant Capital LLC | 2.44% | — | 18,209 | $2.9M |
| Tme Financial, Inc. | 2.75% | — | 17,563 | $2.9M |
| Insigneo Advisory Services, LLC | 0.30% | Add +0.3% | 18,174 | $2.9M |
| Wedmont Private Capital | 0.15% | Add +1.6% | 18,346 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -6.2% | 18,026 | $2.9M |
| Stillwater Capital Advisors, LLC | 0.36% | Reduce -0.3% | 17,944 | $2.9M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -1.1% | 17,730 | $2.9M |
| Prosperity Consulting Group, LLC | 0.22% | Reduce -1.8% | 17,710 | $2.9M |
| Cascade Financial Partners, LLC | 0.37% | Add +12.8% | 17,404 | $2.8M |
| HBK Sorce Advisory LLC | 0.08% | Add +0.2% | 17,025 | $2.8M |
| Citadel Advisors | 0.00% | Add +189.6% | 16,974 | $2.7M |
| Pinnacle Financial Group, LLC / IL | 1.08% | Add +1.0% | 16,973 | $2.7M |
| Sound View Wealth Advisors Group, LLC | 0.22% | Reduce -5.7% | 16,939 | $2.7M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -6.7% | 16,911 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +20.6% | 16,751 | $2.7M |
| Conquis Financial LLC | 2.77% | — | 16,706 | $2.7M |
| Composition Wealth, LLC | 0.05% | Reduce -23.5% | 16,657 | $2.7M |
| Financial Guidance Group, Inc. | 1.47% | Reduce -10.6% | 16,600 | $2.7M |
| Cooksen Wealth, LLC | 2.44% | Reduce -0.4% | 16,401 | $2.7M |
| Peak Retirement Planning, Inc. | 1.78% | — | 16,275 | $2.6M |
| CENTRAL TRUST Co | 0.06% | Add +3.8% | 16,183 | $2.6M |
| Grove Bank & Trust | 0.36% | Add +29.8% | 16,179 | $2.6M |
| CBIZ Investment Advisory Services, LLC | 0.13% | No change | 16,027 | $2.6M |
| Foundations Investment Advisors, LLC | 0.05% | Add +523.4% | 16,003 | $2.6M |
| Founders Grove Wealth Partners, LLC | 0.74% | — | 15,758 | $2.5M |
| Bank of Hawaii | 0.14% | Reduce -1.1% | 15,505 | $2.5M |
| RMR Capital Management, LLC | 1.87% | Reduce -0.7% | 15,493 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +4.8% | 15,352 | $2.5M |
| Capital Square, LLC | 1.40% | Add +13.1% | 14,801 | $2.5M |
| Washington Trust Advisors, Inc. | 0.20% | Add +0.2% | 15,028 | $2.4M |
| Center For Asset Management LLC | 1.57% | Add +7.1% | 14,957 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +0.1% | 14,707 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +51.8% | 14,611 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +0.4% | 14,516 | $2.3M |
| 180 Wealth Advisors, LLC | 0.36% | Reduce -0.2% | 14,264 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +8.6% | 14,244 | $2.3M |
| AIMZ Investment Advisors, LLC | 0.80% | Add +0.9% | 14,206 | $2.3M |
| KPP Advisory Services LLC | 0.54% | Reduce -6.0% | 14,149 | $2.3M |
| SageView Advisory Group, LLC | 0.10% | Add +1.1% | 14,110 | $2.3M |
| Empirical Finance, LLC | 0.13% | Reduce -5.3% | 13,956 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +4.3% | 13,934 | $2.3M |
| Simmons Bank | 0.16% | Reduce -4.4% | 13,913 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +18.9% | 13,788 | $2.2M |
| General American Investors Co. Inc. | 0.16% | No change | 13,700 | $2.2M |
| First American Trust, FSB | 0.22% | Add +51.2% | 13,355 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +20.8% | 13,333 | $2.2M |
| Safeguard Financial, LLC | 0.47% | Reduce -20.2% | 13,297 | $2.2M |
| Index Fund Advisors, Inc. | 0.12% | Reduce -0.4% | 13,245 | $2.1M |
| Wealth Alliance, LLC | 0.26% | Add +2.0% | 13,241 | $2.1M |
| UNIVEST FINANCIAL Corp | 0.13% | Add +8.1% | 13,130 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +48.1% | 13,101 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.50% | Reduce -1.9% | 13,101 | $2.1M |
| Culbertson A N & Co. Inc. | 0.33% | Add +5.0% | 12,791 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +10.1% | 12,768 | $2.1M |
| Sagace Wealth Management LLC | 1.55% | Reduce -17.8% | 12,747 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -3.9% | 12,747 | $2.1M |
| AMG National Trust Bank | 0.06% | Add +1.6% | 12,726 | $2.1M |
| Verus Capital Partners, LLC | 0.20% | Reduce -0.8% | 12,672 | $2.0M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -1.0% | 12,615 | $2.0M |
| Granite FO LLC | 1.15% | No change | 12,460 | $2.0M |
| SilverOak Wealth Management LLC | 0.42% | Reduce -1.1% | 12,156 | $2.0M |
| Clark Financial Services Group Inc. | 1.47% | Add +2.3% | 11,911 | $1.9M |
| Pathway Financial Advisors LLC | 0.44% | Add +1.1% | 11,895 | $1.9M |
| Seeds Investor LLC | 0.54% | Reduce -2.4% | 11,741 | $1.9M |
| MTM Financial Group, LLC | 1.13% | Reduce -3.9% | 11,726 | $1.9M |
| Wambolt & Associates, LLC | 0.61% | Reduce -7.1% | 11,654 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +9.1% | 11,562 | $1.9M |
| Argent Trust Co | 0.08% | Add +7.2% | 11,522 | $1.9M |
| Well Done, LLC | 0.34% | No change | 11,074 | $1.9M |
| Michels Family Financial, LLC | 1.70% | — | 11,467 | $1.9M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -6.3% | 11,472 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +0.9% | 11,392 | $1.8M |
| Mainstream Capital Management LLC | 1.28% | No change | 11,304 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 11,244 | $1.8M |
| Anchor Pointe Wealth Management, LLC | 2.35% | — | 11,175 | $1.8M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.8M |
| Trust Co. of Vermont | 0.09% | Add +50.2% | 10,958 | $1.8M |
| Breed's Hill Capital LLC | 0.93% | No change | 10,945 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | New | 10,930 | $1.8M |
| Phillips Financial Management, LLC | 0.14% | No change | 10,894 | $1.8M |
| Ballentine Partners, LLC | 0.03% | No change | 10,746 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.57% | Reduce -1.2% | 10,709 | $1.7M |
| Sterling Financial Group, Inc. | 0.63% | No change | 10,520 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +59.5% | 10,491 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -1.1% | 10,476 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +2.0% | 10,474 | $1.7M |
| Whittier Trust Co. | 0.02% | Add +34.0% | 10,472 | $1.7M |
| Staley Capital Advisers Inc. | 0.07% | No change | 10,285 | $1.7M |
| Atlantic Union Bankshares Corp | 0.10% | Add +6.2% | 10,265 | $1.7M |
| Talon Private Wealth, LLC | 0.35% | Add +261.8% | 10,263 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +31.9% | 10,163 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.0% | 10,125 | $1.6M |
| Insight Advisors, LLC/ PA | 0.28% | Reduce -0.2% | 10,093 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.42% | Add +5.0% | 9,970 | $1.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +61.1% | 9,818 | $1.6M |
| Keyvantage Wealth, LLC | 1.13% | — | 9,793 | $1.6M |
| Wolff Financial Management LLC | 0.43% | Reduce -1.9% | 9,564 | $1.5M |
| Trivium Point Advisory, LLC | 0.20% | Reduce -9.9% | 9,560 | $1.5M |
| Ironsides Asset Advisors, LLC | 0.44% | Add +0.0% | 9,442 | $1.5M |
| Pacific Sun Financial Corp | 0.83% | Reduce -0.2% | 9,400 | $1.5M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.5% | 9,390 | $1.5M |
| Arax Advisory Partners | 0.10% | Reduce -66.0% | 9,388 | $1.5M |
| Planning Directions Inc. | 0.88% | Reduce -0.7% | 9,384 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +76.7% | 9,260 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +76.7% | 9,260 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -2.6% | 9,239 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.16% | Reduce 0.0% | 787,634 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +3.7% | 9,212 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.31% | Add +0.3% | 9,184 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -20.1% | 9,111 | $1.5M |
| Acropolis Investment Management, LLC | 0.09% | Reduce -2.7% | 9,085 | $1.5M |
| Howland Capital Management LLC | 0.06% | Reduce -0.1% | 9,040 | $1.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.55% | Reduce -1.5% | 8,967 | $1.5M |
| Renaissance Technologies | 0.00% | Add +111.9% | 8,900 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +14.6% | 8,836 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Reduce -0.7% | 8,770 | $1.4M |
| Nicolet Bankshares Inc. | 0.28% | No change | 8,710 | $1.4M |
| Cadence Wealth Management LLC | 0.93% | Add +41.5% | 8,709 | $1.4M |
| Moneco Advisors, LLC | 0.15% | Add +4.8% | 8,667 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -5.1% | 8,661 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +10.0% | 8,627 | $1.4M |
| Essential Planning, LLC. | 0.01% | New | 8,267 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Add +24.7% | 8,562 | $1.4M |
| Forte Capital LLC | 0.16% | Reduce -13.7% | 8,553 | $1.4M |
| World Investment Advisors | 0.04% | Reduce -92.2% | 8,546 | $1.4M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -1.9% | 8,513 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 8,412 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.3% | 8,403 | $1.4M |
| East Coast Asset Management, LLC. | 0.45% | Add +0.0% | 8,345 | $1.3M |
| My Legacy Advisors, LLC | 0.52% | Add +5.9% | 8,228 | $1.3M |
| LifeWealth Investments, LLC | 0.88% | — | 8,242 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Add +5.7% | 8,230 | $1.3M |
| Baldwin Investment Management, LLC | 0.17% | Reduce -8.5% | 8,157 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -4.3% | 8,146 | $1.3M |
| Evergreen Wealth Management, LLC | 0.78% | Add +0.4% | 8,109 | $1.3M |
| CJM Wealth Advisers, Ltd. | 0.44% | Add +0.1% | 8,088 | $1.3M |
| Choate Investment Advisors | 0.03% | No change | 8,087 | $1.3M |
| Hickory Asset Management, Inc. | 1.11% | — | 8,082 | $1.3M |
| Tudor Investment Corporation | 0.01% | Add +77.5% | 8,006 | $1.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.30% | No change | 7,974 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.6% | 7,965 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +3.3% | 7,956 | $1.3M |
| Victory Financial Group, LLC | 0.34% | — | 7,933 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +8.8% | 7,914 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +8.4% | 7,914 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -49.5% | 7,853 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 7,842 | $1.3M |
| AQR Capital Management | 0.00% | Add +11.7% | 7,809 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Add +0.3% | 7,670 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | New | 7,594 | $1.2M |
| Dentgroup LLC | 0.94% | Reduce -0.1% | 7,590 | $1.2M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -2.9% | 7,574 | $1.2M |
| Quantinno Capital Management LP | 0.01% | Add +118.9% | 7,483 | $1.2M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -9.7% | 7,437 | $1.2M |
| Marino, Stram & Associates LLC | 0.26% | Add +0.6% | 7,393 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +6.2% | 7,373 | $1.2M |
| Oakworth Capital, Inc. | 0.08% | Reduce -7.5% | 7,285 | $1.2M |
| Willner & Heller, LLC | 1.03% | Add +0.6% | 7,250 | $1.2M |
| Revolve Wealth Partners, LLC | 0.17% | No change | 7,250 | $1.2M |
| Narus Financial Partners, LLC | 0.39% | Add +92.0% | 7,215 | $1.2M |
| Synergy Asset Management, LLC | 0.09% | Add +100.1% | 7,081 | $1.2M |
| American Trust | 0.09% | Add +231.4% | 7,156 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 7,140 | $1.2M |
| Callan Family Office, LLC | 0.07% | No change | 7,115 | $1.2M |
| Intergy Private Wealth, LLC | 0.43% | Add +2.0% | 7,077 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Reduce -6.2% | 7,032 | $1.1M |
| Zhang Financial LLC | 0.07% | Add +1.8% | 7,027 | $1.1M |
| Bluespring Wealth Management, LLC | 0.12% | No change | 7,014 | $1.1M |
| BKM Wealth Management, LLC | 0.46% | Reduce -1.7% | 6,984 | $1.1M |
| FDx Advisors, Inc. | 0.33% | Reduce -1.9% | 6,965 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.67% | Reduce -0.8% | 6,960 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.24% | Add +9.5% | 6,941 | $1.1M |
| Chemistry Wealth Management LLC | 0.26% | Reduce -0.9% | 6,930 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -0.3% | 6,929 | $1.1M |
| Caprock Group, LLC | 0.04% | New | 6,839 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Add +2.8% | 6,711 | $1.1M |
| Elite Financial, Inc. | 0.59% | — | 6,677 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | No change | 6,670 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -4.2% | 6,680 | $1.1M |
| Astra Wealth Partners LLC | 1.00% | — | 6,582 | $1.1M |
| Schwallier Wealth Management LLC | 0.81% | Reduce -7.8% | 6,580 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 6,574 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -0.2% | 6,511 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -0.5% | 6,497 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.45% | No change | 6,467 | $1.0M |
| Legacy Edge Advisors, LLC | 0.17% | Reduce -0.2% | 6,467 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 6,451 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +46.9% | 6,397 | $1.0M |
| Leading Edge Financial Planning LLC | 0.33% | Reduce -48.3% | 6,222 | $1.0M |
| Guidance Point Advisors, LLC | 0.29% | Add +0.6% | 6,172 | $998K |
| Opinicus Capital, Inc. | 0.84% | Reduce -3.9% | 6,137 | $993K |
| Independent Financial Group, LLC | 0.03% | Add +4.6% | 6,135 | $992K |
| Members Wealth LLC | 0.74% | — | 6,038 | $988K |
| Cibc World Market Inc. | 0.00% | Reduce -2.9% | 6,039 | $977K |
| DDFG, Inc | 0.28% | Reduce -0.4% | 6,028 | $975K |
| Magnus Financial Group LLC | 0.09% | Add +0.7% | 5,961 | $964K |
| Three Bridge Wealth Advisors, LLC | 0.34% | Add +3.8% | 5,947 | $962K |
| Berkeley, Inc | 0.49% | Reduce -50.5% | 5,908 | $956K |
| City Holding Co. | 0.13% | Add +6.7% | 5,877 | $951K |
| IHT Wealth Management, LLC | 0.03% | Reduce -21.3% | 5,831 | $943K |
| MidAtlantic Capital Management, Inc. | 0.69% | Add +0.2% | 5,790 | $937K |
| Hexagon Capital Partners LLC | 0.17% | Reduce -5.0% | 5,789 | $937K |
| Rwa Wealth Partners, LLC | 0.01% | Add +4.8% | 5,781 | $935K |
| St. Louis Trust Co | 0.13% | No change | 5,745 | $929K |
| Ritholtz Wealth Management | 0.03% | Add +0.4% | 5,742 | $929K |
| Next Level Private LLC | 0.37% | Add +0.4% | 5,724 | $926K |
| Prossimo Advisors, LLC | 0.67% | Reduce -1.6% | 5,699 | $922K |
| Trustmark Bank Trust Department | 0.07% | No change | 5,694 | $921K |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -4.4% | 5,680 | $919K |
| Founders Financial Securities LLC | 0.08% | Reduce -31.1% | 5,678 | $919K |
| Strategic Financial Concepts, LLC | 0.18% | Add +1.1% | 5,674 | $918K |
| Independent Advisor Alliance | 0.01% | New | 5,673 | $918K |
| Compound Planning, Inc. | 0.05% | New | 5,648 | $914K |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 5,639 | $912K |
| Warner Financial, Inc. | 0.39% | Add +34.5% | 5,638 | $912K |
| Truepoint, Inc. | 0.02% | Reduce -7.9% | 5,630 | $911K |
| Buttonwood Financial Advisors Inc. | 0.40% | Add +24.9% | 5,595 | $905K |
| Croban | 0.88% | — | 5,548 | $897K |
| O'ROURKE & COMPANY, Inc | 0.44% | Reduce -3.2% | 5,543 | $897K |
| Ancora Advisors LLC | 0.02% | Add +4.9% | 5,539 | $896K |
| FineMark National Bank & Trust | 0.03% | Add +25.3% | 5,516 | $892K |
| US Financial Advisors, LLC | 0.27% | Add +0.8% | 5,508 | $891K |
| CreativeOne Wealth, LLC | 0.03% | Add +6.1% | 5,479 | $886K |
| Noble Family Wealth, LLC | 0.24% | Reduce -16.8% | 5,470 | $883K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 5,417 | $876K |
| GHP Investment Advisors, Inc. | 0.04% | Add +0.9% | 5,404 | $874K |
| Friday Financial | 0.60% | — | 5,366 | $868K |
| Squire Investment Management Company, LLC | 0.38% | Add +15.9% | 5,361 | $867K |
| Verisail Partners, LLC | 0.41% | — | 5,355 | $866K |
| Leo Wealth, LLC | 0.08% | Reduce -1.3% | 5,336 | $863K |
| Kovack Advisors, Inc. | 0.08% | Reduce -1.0% | 5,315 | $860K |
| Glass Jacobson Investment Advisors llc | 0.28% | Add +10.9% | 5,313 | $859K |
| Citizens Financial Group Inc. | 0.02% | Add +0.6% | 5,307 | $858K |
| Country Club Bank | 0.06% | No change | 5,318 | $858K |
| Aaron Wealth Advisors LLC | 0.10% | No change | 5,299 | $857K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.6% | 5,289 | $856K |
| Modern Wealth Management, LLC | 0.03% | Add +5.7% | 5,288 | $855K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -4.9% | 5,280 | $854K |
| Cambridge Financial Group, LLC | 0.36% | Add +21.0% | 5,276 | $854K |
| Lam Group, Inc. | 0.61% | No change | 5,275 | $853K |
| Retirement Financial Solutions, LLC | 0.46% | Add +0.6% | 5,241 | $848K |
| FC Advisory LLC | 0.28% | Reduce -4.1% | 5,176 | $837K |
| Compass Capital Corp. /Ma/ | 0.33% | — | 5,130 | $837K |
| Essex Financial Services, Inc. | 0.06% | Add +0.7% | 5,171 | $836K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.3% | 5,155 | $834K |
| Legacy Financial Group LLC | 0.13% | New | 5,132 | $830K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -2.3% | 5,111 | $827K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.4% | 5,070 | $820K |
| North Star Investment Management Corp. | 0.06% | Add +0.8% | 5,047 | $817K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 5,011 | $811K |
| HUB Investment Partners, LLC | 0.03% | Reduce -3.7% | 4,978 | $805K |
| Pinnacle Bancorp, Inc. | 0.26% | Add +5.1% | 4,907 | $794K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,878 | $789K |
| Chapin Davis, Inc. | 0.26% | No change | 4,687 | $786K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -3.9% | 4,840 | $783K |
| William Mack & Associates, Inc. | 0.82% | — | 4,815 | $779K |
| Atlas Brown,Inc. | 0.27% | Add +0.1% | 4,802 | $777K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 4,778 | $773K |
| Consolidated Portfolio Review Corp | 0.12% | Add +5.1% | 4,740 | $767K |
| Spreng Capital Management, Inc. | 0.34% | Add +9.2% | 4,738 | $766K |
| Colonial Trust Co / SC | 0.11% | Add +6.8% | 4,735 | $766K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 4,728 | $765K |
| Wingate Wealth Advisors, Inc. | 0.75% | — | 4,725 | $764K |
| Uptick Partners, LLC | 0.28% | Add +0.8% | 4,721 | $764K |
| Marcum Wealth, LLC | 0.07% | Add +24.4% | 4,699 | $760K |
| NewEdge Wealth, LLC | 0.01% | Add +5.5% | 4,689 | $759K |
| TD Private Client Wealth LLC | 0.02% | Reduce -21.7% | 4,689 | $758K |
| Pension & Wealth Management Advisors, Inc. | 0.30% | Add +5.1% | 4,689 | $758K |
| Founders Financial Alliance, LLC | 0.21% | Add +967.3% | 4,664 | $755K |
| Wrapmanager Inc. | 0.19% | Reduce -1.5% | 4,568 | $739K |
| Rockingstone Advisors LLC | 0.32% | Reduce -53.5% | 4,520 | $731K |
| Strategic Financial Partners, Ltd. | 0.37% | Reduce -8.3% | 4,481 | $725K |
| Financial Alternatives, Inc | 0.50% | No change | 4,402 | $712K |
| Howe & Rusling Inc. | 0.06% | Reduce -5.2% | 4,389 | $710K |
| Meridian Financial Advisors, LLC | 0.49% | Add +0.1% | 4,351 | $704K |
| Bishop & Co Investment Management, LLC | 0.26% | Reduce -2.0% | 4,291 | $694K |
| Note Advisors, LLC | 0.61% | — | 4,267 | $690K |
| DDD Partners, LLC | 0.08% | New | 4,231 | $684K |
| Kennedy Capital Management LLC | 0.02% | New | 4,214 | $682K |
| WNY Asset Management, LLC | 0.08% | Reduce -2.5% | 4,210 | $681K |
| Creekside Partners | 0.35% | Add +0.1% | 4,187 | $677K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -5.2% | 4,157 | $673K |
| Drucker Wealth 3.0, LLC | 0.15% | Reduce -1.2% | 4,131 | $668K |
| McNamara Financial Services, Inc. | 0.16% | Reduce -5.0% | 4,117 | $666K |
| Busey Bank | 0.02% | No change | 4,093 | $662K |
| ERn Financial, LLC | 0.10% | No change | 4,069 | $658K |
| Calamos Wealth Management LLC | 0.03% | No change | 4,066 | $658K |
| Ironwood Financial, llc | 0.14% | Add +47.2% | 4,066 | $658K |
| Crux Wealth Advisors | 0.37% | — | 4,065 | $658K |
| Johnson Financial Group, Inc. | 0.03% | Add +67.0% | 3,961 | $657K |
| One Day In July LLC | 0.07% | No change | 4,047 | $655K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 4,037 | $653K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -11.7% | 4,024 | $650K |
| G2 Capital Management, LLC / Oh | 0.19% | No change | 4,015 | $650K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +53.9% | 3,967 | $642K |
| Diversify Advisory Services, LLC | 0.03% | Add +36.1% | 3,975 | $633K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.5% | 3,909 | $632K |
| Investmark Advisory Group LLC | 0.31% | No change | 3,891 | $629K |
| Collaborative Wealth Managment Inc. | 0.29% | No change | 3,885 | $629K |
| Nwam LLC | 0.04% | Add +1.7% | 3,861 | $625K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -33.4% | 3,859 | $624K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +15.7% | 3,825 | $619K |
| Mma Asset Management LLC | 0.27% | Reduce -58.8% | 3,795 | $614K |
| TPG Financial Advisors, LLC | 0.27% | Reduce -2.3% | 3,784 | $612K |
| Bison Wealth, LLC | 0.13% | Add +0.1% | 3,771 | $610K |
| Texas Bank & Trust Co | 0.25% | — | 3,759 | $608K |
| Sterling Capital Management LLC | 0.01% | Add +27.3% | 3,732 | $604K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +134.4% | 3,729 | $603K |
| Flow Traders U.S. LLC | 0.02% | Reduce -56.1% | 3,707 | $600K |
| First Trust Advisors LP | 0.00% | New | 3,695 | $598K |
| Kiely Wealth Advisory Group, Inc. | 0.38% | Reduce -6.0% | 3,613 | $597K |
| Aspiriant, LLC | 0.02% | Reduce -2.3% | 3,672 | $594K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -3.4% | 3,569 | $593K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 3,663 | $593K |
| HF Advisory Group, LLC | 0.27% | Add +2.9% | 3,659 | $592K |
| Rialto Wealth Management, LLC | 0.20% | — | 3,655 | $591K |
| First International Bank & Trust | 0.19% | No change | 3,636 | $588K |
| C M Bidwell & Associates Ltd. | 0.36% | Add +0.6% | 3,633 | $588K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 3,623 | $586K |
| Yarger Wealth Strategies, LLC | 0.34% | Reduce -10.8% | 3,619 | $585K |
| Key Financial Inc | 0.13% | Reduce -0.4% | 3,618 | $585K |
| Continuum Advisory, LLC | 0.07% | Add +2.8% | 3,602 | $583K |
| BLB&B Advisors, LLC | 0.03% | Add +7.2% | 3,561 | $576K |
| Zions Bancorporation, N.A. | 0.04% | No change | 3,534 | $572K |
| Legacy Capital Wealth Partners, LLC | 0.14% | No change | 3,530 | $571K |
| Signaturefd, LLC | 0.01% | Add +3.2% | 3,518 | $569K |
| WealthTrak Capital Management LLC | 0.48% | — | 3,516 | $569K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 3,508 | $567K |
| Advyzon Investment Management, LLC | 0.22% | — | 3,484 | $564K |
| S.A. Mason LLC | 0.30% | No change | 3,481 | $563K |
| Copia Wealth Management | 0.54% | — | 3,479 | $563K |
| Joseph P. Lucia & Associates, LLC | 0.25% | Reduce -1.3% | 3,477 | $562K |
| Alliancebernstein L.P. | 0.00% | Add +10.9% | 3,472 | $562K |
| WP Advisors, LLC | 0.19% | Add +0.6% | 3,468 | $561K |
| Medallion Wealth Advisors, LLC | 0.28% | — | 3,452 | $559K |
| QRG Capital Management, Inc. | 0.01% | Add +7.8% | 3,429 | $555K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +23.3% | 3,396 | $549K |
| Grantvest Financial Group LLC | 0.61% | — | 3,385 | $548K |
| Qube Research & Technologies Ltd | 0.00% | Add +17.1% | 3,385 | $548K |
| Courier Capital LLC | 0.04% | Add +1.1% | 3,363 | $544K |
| American Money Management, LLC | 0.11% | Reduce -1.0% | 3,356 | $543K |
| ETF Portfolio Partners, Inc. | 0.16% | Add +7.3% | 3,350 | $542K |
| CW Advisors, LLC | 0.01% | Add +3.3% | 3,349 | $542K |
| Passumpsic Savings Bank | 0.34% | Add +4.6% | 3,347 | $541K |
| Private Client Services, LLC | 0.29% | Reduce -0.6% | 3,347 | $541K |
| Millennium Management | 0.00% | New | 3,329 | $539K |
| Aviso Wealth Management | 0.27% | No change | 3,316 | $536K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | No change | 3,217 | $534K |
| Keybank National Association | 0.00% | Reduce -9.9% | 3,292 | $533K |
| Fairscale Capital, LLC | 0.46% | No change | 3,284 | $531K |
| Horizon Investment Services, LLC | 0.23% | Add +4.2% | 3,282 | $531K |
| Pinion Investment Advisors, LLC | 0.21% | Reduce -1.9% | 3,272 | $529K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.0% | 3,237 | $524K |
| Fidelis Capital Partners, LLC | 0.05% | New | 3,150 | $520K |
| Parkside Financial Bank & Trust | 0.07% | No change | 3,210 | $519K |
| PFG Investments, LLC | 0.03% | Reduce -4.8% | 3,207 | $519K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -4.7% | 3,196 | $517K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.9% | 3,175 | $514K |
| RFG Advisory, LLC | 0.01% | Add +41.5% | 3,169 | $513K |
| Curated Wealth Partners LLC | 0.06% | New | 3,148 | $509K |
| Nicolet Advisory Services, LLC | 0.05% | Add +0.5% | 3,153 | $502K |
| Argent Advisors, Inc. | 0.19% | Reduce -18.6% | 3,100 | $501K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.6% | 3,093 | $500K |
| Inspire Advisors, LLC | 0.06% | Reduce -28.9% | 3,089 | $500K |
| Paulson Wealth Management Inc. | 0.14% | Reduce -4.0% | 3,083 | $499K |
| Scotia Capital Inc. | 0.00% | Add +1.0% | 3,081 | $498K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +27.8% | 3,081 | $498K |
| MorganRosel Wealth Management, LLC | 0.16% | Add +17.4% | 3,061 | $495K |
| Snider Financial Group | 0.15% | New | 3,045 | $493K |
| Exchange Traded Concepts, LLC | 0.01% | Add +500.0% | 3,024 | $489K |
| Waller Financial Planning Group, Inc. | 0.12% | Reduce -1.6% | 3,010 | $487K |
| Richards, Merrill & Peterson, Inc. | 0.25% | — | 3,008 | $487K |
| First Bancorp, Inc | 0.33% | Reduce -3.2% | 3,000 | $485K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.4% | 2,984 | $483K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +0.0% | 2,980 | $482K |
| Winebrenner Capital Management LLC | 0.37% | — | 2,973 | $481K |
| Professional Financial Advisors, LLC | 0.12% | Add +2.4% | 2,960 | $479K |
| Elevation Wealth Partners, LLC | 0.20% | Reduce -20.4% | 2,946 | $477K |
| Lodestar Private Asset Management LLC | 0.06% | Add +3.1% | 2,945 | $476K |
| Ocean Park Asset Management, LLC | 0.02% | New | 2,940 | $476K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -6.6% | 2,933 | $474K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $474K |
| Yoder Wealth Management, Inc. | 0.26% | No change | 2,907 | $470K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -8.8% | 2,953 | $470K |
| Wesbanco Bank Inc. | 0.02% | Add +2.4% | 2,904 | $470K |
| Horizon Bancorp Inc. | 0.22% | Add +3.3% | 2,873 | $465K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 2,873 | $465K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 2,865 | $463K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +77.8% | 2,864 | $463K |
| Jacobi Capital Management LLC | 0.03% | Reduce -14.4% | 2,843 | $460K |
| BCS Wealth Management | 0.11% | New | 2,830 | $458K |
| Grant/GrossMendelsohn, LLC | 0.24% | Add +4.8% | 2,819 | $456K |
| Net Worth Advisory Group | 0.14% | Add +2.1% | 2,810 | $455K |
| MAS Advisors LLC | 0.76% | Reduce -23.6% | 2,797 | $452K |
| Investments & Financial Planning, LLC | 0.28% | Add +0.3% | 2,787 | $451K |
| HSBC Holdings PLC | 0.00% | Add +17.8% | 2,782 | $450K |
| Old North State Wealth Management, LLC | 0.25% | Add +21.6% | 2,762 | $448K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.1% | 2,762 | $447K |
| Hill Investment Group Partners, LLC | 0.06% | New | 2,753 | $445K |
| Savvy Advisors, Inc. | 0.05% | New | 2,745 | $444K |
| Beckerman Institutional, LLC | 0.36% | Add +31.0% | 2,744 | $444K |
| HM Payson & Co. | 0.01% | Add +156.8% | 2,730 | $442K |
| Summit Financial Strategies, Inc. | 0.05% | Add +81.9% | 2,707 | $438K |
| NorthRock Partners, LLC | 0.01% | Add +1.4% | 2,706 | $438K |
| Vertex Planning Partners, LLC | 0.10% | Add +0.8% | 2,697 | $436K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 2,697 | $436K |
| Traveka Wealth, LLC | 0.24% | No change | 2,696 | $436K |
| Essex Bank | 0.11% | No change | 2,693 | $436K |
| Goelzer Investment Management, Inc. | 0.02% | Add +11.6% | 2,655 | $430K |
| United Advisor Group, LLC | 0.08% | Reduce -32.2% | 2,627 | $425K |
| Private Trust Co. NA | 0.04% | Add +12.3% | 2,605 | $421K |
| Fulton Bank, N.A. | 0.02% | Add +8.4% | 2,602 | $421K |
| Plancorp, LLC | 0.02% | Reduce -3.5% | 2,600 | $421K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -1.2% | 2,587 | $418K |
| Quad-Cities Investment Group, LLC | 0.20% | Reduce -0.1% | 2,555 | $413K |
| Silverlake Wealth Management LLC | 0.16% | Reduce -14.4% | 2,552 | $413K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -1.6% | 2,548 | $412K |
| Elm Partners Management LLC | 0.03% | Add +2.3% | 2,541 | $411K |
| Oxbow Advisors, LLC | 0.05% | Reduce -1.1% | 2,539 | $411K |
| Eagle Bay Advisors LLC | 0.25% | No change | 2,503 | $405K |
| FSA Wealth Management LLC | 0.16% | Reduce -2.1% | 2,501 | $405K |
| PFG Advisors | 0.02% | Reduce -3.2% | 2,470 | $400K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 2,469 | $399K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -0.3% | 2,459 | $398K |
| Plan A Wealth LLC | 0.36% | — | 2,434 | $394K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -11.4% | 2,433 | $394K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.0% | 2,429 | $393K |
| Altiora Financial Group, LLC | 0.09% | No change | 2,422 | $392K |
| Tyche Wealth Partners LLC | 0.08% | No change | 2,420 | $391K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.0% | 2,413 | $390K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +13.1% | 2,406 | $389K |
| Sonata Capital Group Inc. | 0.16% | No change | 2,400 | $388K |
| Holderness Investments Co. | 0.09% | Reduce -15.8% | 2,390 | $387K |
| Richardson Financial Services Inc. | 0.27% | Add +3.5% | 2,389 | $386K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -0.5% | 2,382 | $385K |
| Mosaic Financial Group, LLC | 0.28% | No change | 2,377 | $385K |
| Arkadios Wealth Advisors | 0.02% | Add +0.7% | 2,376 | $384K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $383K |
| Diversified Enterprises, LLC | 0.04% | Add +2.9% | 2,346 | $380K |
| Flputnam Investment Management Co. | 0.01% | Add +0.0% | 2,345 | $379K |
| WR Wealth Planners, LLC | 0.12% | No change | 2,339 | $378K |
| Valmark Advisers, Inc. | 0.01% | Add +16.4% | 2,321 | $376K |
| Archer Investment Corp | 0.10% | Add +3.3% | 2,321 | $375K |
| Fearless Solutions, LLC dba Best Invest | 0.29% | — | 2,319 | $375K |
| Klingman & Associates, LLC | 0.02% | Reduce -18.1% | 2,317 | $375K |
| Quadrature Capital Ltd | 0.01% | New | 2,302 | $372K |
| Smith Thornton Advisors LLC | 0.23% | No change | 2,298 | $372K |
| Lowery Thomas, LLC | 0.24% | Reduce -9.0% | 2,285 | $370K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +49.8% | 2,281 | $369K |
| Grey Fox Wealth Advisors, LLC | 0.10% | No change | 2,264 | $366K |
| Round Rock Advisors LLC | 0.07% | No change | 2,253 | $364K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -47.5% | 2,244 | $363K |
| Two Sigma Securities, LLC | 0.07% | Add +7.9% | 2,231 | $361K |
| Forum Private Client Group LLC | 0.16% | Reduce -10.3% | 2,227 | $360K |
| Sterling Investment Counsel, LLC | 0.24% | Add +0.7% | 2,210 | $358K |
| Sierra Capital LLC | 0.04% | Add +0.1% | 2,206 | $357K |
| Family Investment Center, Inc. | 0.09% | Reduce -0.4% | 2,205 | $357K |
| LMG Wealth Partners, LLC | 0.08% | Add +0.6% | 2,186 | $354K |
| CWA Asset Management Group, LLC | 0.02% | Add +2.7% | 2,183 | $353K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,180 | $353K |
| Idaho Trust Co | 0.18% | Reduce -31.6% | 2,150 | $348K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 2,139 | $346K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +9.2% | 2,136 | $346K |
| Golden State Wealth Management, LLC | 0.05% | — | 2,127 | $344K |
| Nikulski Financial, Inc. | 0.10% | Reduce -2.3% | 2,123 | $344K |
| Running Point Capital Advisors, LLC | 0.12% | Add +6966.7% | 2,120 | $343K |
| Comprehensive Money Management Services LLC | 0.28% | — | 2,115 | $342K |
| ARK & TLK Investments, LLC | 0.12% | Add +7.5% | 2,114 | $342K |
| Rossby Financial, LCC | 0.22% | — | 2,105 | $341K |
| Maridea Wealth Management LLC | 0.11% | — | 2,098 | $339K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,097 | $339K |
| HTG Investment Advisors, Inc. | 0.15% | No change | 2,087 | $338K |
| Brooklyn FI, LLC | 0.11% | Add +1.0% | 2,087 | $338K |
| Embree Financial Group | 0.06% | Add +1.6% | 2,083 | $337K |
| Breakwater Capital Group | 0.07% | Reduce -0.1% | 2,076 | $336K |
| GWN Securities Inc. | 0.09% | — | 2,071 | $335K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,060 | $333K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,047 | $331K |
| Strategic Advisors LLC | 0.06% | Add +16.1% | 2,045 | $331K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,042 | $330K |
| Bank of Marin | 0.26% | Reduce -1.1% | 2,014 | $326K |
| Mainsail Asset Management, LLC | 0.23% | Add +46.8% | 2,014 | $326K |
| ICONIQ Capital, LLC | 0.01% | Add +0.6% | 2,012 | $325K |
| waypoint wealth counsel | 0.21% | No change | 2,005 | $324K |
| Navis Wealth Advisors, LLC | 0.35% | No change | 2,000 | $324K |
| Amara Financial, Llc. | 0.30% | Add +0.6% | 1,993 | $322K |
| Richmond Investment Services, LLC | 0.18% | — | 1,993 | $322K |
| Curio Wealth, LLC | 0.17% | — | 1,979 | $320K |
| Mission Wealth Management, LP | 0.01% | Reduce -23.1% | 1,977 | $320K |
| Eagle Harbor Asset Management Inc. | 0.32% | Reduce -16.5% | 1,975 | $319K |
| MCF Advisors LLC | 0.02% | No change | 1,967 | $318K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $317K |
| Sargent Investment Group, LLC | 0.05% | No change | 1,963 | $315K |
| Heritage Wealth Advisors | 0.02% | No change | 1,949 | $315K |
| Wealthspan Partners, LLC | 0.15% | No change | 1,947 | $315K |
| LongView Wealth Management | 0.10% | Add +1.6% | 1,945 | $315K |
| Von Berge Wealth Management Group, LLC | 0.19% | Add +0.3% | 1,882 | $314K |
| Optivise Advisory Services LLC | 0.17% | Add +0.4% | 1,933 | $313K |
| Horizon Investments, LLC | 0.01% | Reduce -16.8% | 1,933 | $313K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,931 | $312K |
| Bessemer Group Inc. | 0.00% | Add +38.5% | 1,925 | $312K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -46.1% | 1,863 | $312K |
| Legacy Bridge, LLC | 0.16% | No change | 1,925 | $311K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -5.3% | 1,923 | $311K |
| Towerpoint Wealth, LLC | 0.15% | No change | 1,909 | $309K |
| Financial Partners Group, Inc | 0.04% | New | 1,906 | $308K |
| StoneX Group Inc. | 0.02% | Reduce -2.5% | 1,899 | $307K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $307K |
| Wealthstream Advisors, Inc. | 0.06% | Add +0.1% | 1,897 | $307K |
| BIP Wealth, LLC | 0.02% | Add +2.9% | 1,893 | $306K |
| Sovran Advisors, LLC | 0.04% | — | 1,878 | $305K |
| Finward Bancorp | 0.26% | — | 1,867 | $302K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,867 | $302K |
| Tsfg, LLC | 0.06% | Add +0.1% | 1,854 | $300K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.6% | 1,850 | $299K |
| Sage Rhino Capital LLC | 0.07% | Add +11.4% | 1,849 | $299K |
| Gotham Asset Management | 0.00% | New | 1,845 | $298K |
| Criterion Capital Advisors, LLC | 0.19% | No change | 1,980 | $298K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,831 | $296K |
| Benchmark Wealth Management, LLC | 0.15% | No change | 1,830 | $296K |
| Verum Partners LLC | 0.09% | No change | 1,825 | $295K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -3.1% | 1,816 | $294K |
| One Capital Management, LLC | 0.01% | No change | 1,801 | $291K |
| MGB Wealth Management, LLC | 0.09% | Reduce -49.9% | 1,797 | $290K |
| Galvin, Gaustad & Stein, LLC | 0.03% | New | 1,788 | $289K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,782 | $288K |
| Cabana LLC | 1.42% | Reduce -5.2% | 1,773 | $287K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -4.6% | 1,756 | $284K |
| Ameliora Wealth Management Ltd. | 0.11% | No change | 1,750 | $283K |
| Retirement Planning Group, LLC | 0.01% | No change | 1,750 | $283K |
| Soltis Investment Advisors LLC | 0.03% | Add +2.5% | 1,745 | $282K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | — | 1,733 | $280K |
| Accelerate Investment Advisors LLC | 0.24% | New | 1,703 | $276K |
| Resurgent Financial Advisors LLC | 0.16% | Add +2.0% | 1,699 | $275K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,698 | $275K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,698 | $275K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.3% | 1,695 | $274K |
| Creative Financial Designs Inc. | 0.02% | Add +7.3% | 1,668 | $270K |
| Venture Visionary Partners LLC | 0.01% | Add +0.6% | 1,647 | $267K |
| Root Financial Partners, LLC | 0.03% | New | 1,646 | $266K |
| Colony Family Offices, LLC | 0.08% | New | 1,640 | $265K |
| Advisors Capital Management, LLC | 0.00% | New | 1,629 | $264K |
| IFG Advisory, LLC | 0.01% | New | 1,627 | $263K |
| Freedom Financial Partners LLC | 0.13% | — | 1,610 | $260K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,608 | $260K |
| Comprehensive Financial Planning, Inc. | 0.22% | — | 1,607 | $260K |
| Financial Freedom, LLC | 0.14% | Add +0.3% | 1,599 | $259K |
| Caldwell Trust Co | 0.03% | No change | 1,598 | $259K |
| Foundation Wealth Management, LLC\PA | 0.12% | — | 1,592 | $258K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 1,585 | $256K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | No change | 1,579 | $255K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,571 | $254K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,567 | $253K |
| Cravens & Co Advisors, LLC | 0.19% | No change | 1,560 | $252K |
| CGN Advisors LLC | 0.02% | Reduce -1.3% | 1,556 | $252K |
| Blalock Williams, LLC | 0.29% | — | 1,556 | $252K |
| Kornitzer Capital Management Inc. | 0.00% | Reduce -6.4% | 1,556 | $252K |
| Wealth Effects LLC | 0.09% | Add +1.2% | 1,556 | $252K |
| Clark Asset Management, LLC | 0.05% | No change | 1,552 | $251K |
| Roundview Capital LLC | 0.02% | Add +19.3% | 1,548 | $250K |
| Lion Street Advisors, LLC | 0.08% | No change | 1,547 | $250K |
| Dodds Wealth, LLC | 0.08% | No change | 1,497 | $249K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +0.9% | 1,541 | $249K |
| City State Bank | 0.09% | Reduce -14.2% | 1,536 | $248K |
| Meriwether Wealth & Planning, LLC | 0.18% | — | 1,526 | $247K |
| Concord Wealth Partners | 0.04% | Add +0.6% | 1,523 | $246K |
| Factor Wealth Management LTD | 0.08% | — | 1,509 | $244K |
| Endowment Wealth Management, Inc. | 0.16% | Reduce -1.1% | 1,507 | $244K |
| Sonora Investment Management Group, LLC | 0.02% | Add +12.5% | 1,501 | $243K |
| Integris Wealth Management, LLC | 0.07% | No change | 1,500 | $243K |
| Patten & Patten Inc. | 0.02% | Reduce -0.1% | 1,498 | $242K |
| Clarity Capital Advisors, LLC | 0.16% | Add +1.6% | 1,491 | $241K |
| Forum Financial Management, LP | 0.00% | Add +6.3% | 1,488 | $241K |
| JPL Wealth Management, LLC | 0.07% | — | 1,487 | $241K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,472 | $238K |
| LWM Advisors Inc. | 0.24% | — | 1,472 | $238K |
| Facet Wealth, Inc. | 0.01% | Reduce -45.6% | 1,443 | $238K |
| Coastline Trust Co | 0.03% | No change | 1,460 | $236K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,457 | $236K |
| Lodestone Wealth Management LLC | 0.12% | No change | 1,455 | $235K |
| Sachetta, LLC | 0.09% | Reduce -1.1% | 1,441 | $233K |
| Kennicott Capital Management LLC | 0.12% | Reduce -10.0% | 1,439 | $233K |
| Parallel Advisors, LLC | 0.01% | No change | 1,436 | $232K |
| Bailard, Inc. | 0.01% | No change | 1,429 | $231K |
| BlackRock, Inc. | 0.00% | Add +1343.4% | 1,429 | $231K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +6.2% | 1,426 | $231K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,419 | $230K |
| Crane Advisory, LLC | 0.04% | No change | 1,412 | $229K |
| Archer Investment Management, LLC | 0.14% | — | 1,412 | $228K |
| Gemmer Asset Management LLC | 0.02% | Add +0.5% | 1,412 | $228K |
| GDS Wealth Management | 0.02% | No change | 1,409 | $228K |
| VSM Wealth Advisory, LLC | 0.08% | — | 1,407 | $228K |
| Theory Financial LLC | 0.10% | No change | 1,406 | $227K |
| First Foundation Advisors | 0.01% | No change | 1,400 | $226K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -0.7% | 1,387 | $224K |
| NewSquare Capital LLC | 0.02% | Add +6820.0% | 1,384 | $224K |
| Murphy Pohlad Asset Management LLC | 0.10% | Add +6.6% | 1,381 | $223K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -1.1% | 1,379 | $223K |
| Gen-Wealth Partners Inc | 0.10% | No change | 1,375 | $222K |
| Silver Coast Investments LLC | 0.08% | Add +1.2% | 1,351 | $219K |
| Better Money Decisions, LLC | 0.15% | New | 1,349 | $218K |
| Optima Capital LLC | 0.15% | — | 1,347 | $218K |
| Operose Advisors LLC | 0.07% | Add +0.5% | 1,347 | $218K |
| Robinson Smith Wealth Advisors LLC | 0.18% | No change | 1,345 | $218K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,345 | $218K |
| Synergy Investment Management, LLC | 0.09% | — | 1,344 | $217K |
| Partners in Financial Planning | 0.04% | New | 1,342 | $217K |
| Redmond Asset Management, LLC | 0.05% | No change | 1,341 | $217K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.7% | 1,339 | $217K |
| Noble Wealth Management PBC | 0.15% | — | 1,333 | $216K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,333 | $216K |
| Cottage Street Advisors LLC | 0.11% | Add +0.5% | 1,324 | $214K |
| Annex Advisory Services, LLC | 0.01% | No change | 1,324 | $214K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $214K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,321 | $214K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -2.9% | 1,320 | $214K |
| PMG Wealth Management, Inc. | 0.19% | — | 1,319 | $213K |
| Next Capital Management LLC | 0.09% | New | 1,318 | $213K |
| PBMares Wealth Management LLC | 0.04% | Add +1.6% | 1,316 | $213K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 1,315 | $213K |
| Apella Capital, LLC | 0.01% | New | 1,305 | $211K |
| Curi Capital, LLC | 0.00% | Reduce -1.6% | 1,296 | $210K |
| Chapman Financial Group, LLC | 0.17% | — | 1,294 | $209K |
| Claro Advisors Inc. | 0.03% | No change | 1,291 | $209K |
| Belpointe Asset Management LLC | 0.01% | New | 1,268 | $208K |
| Simplicity Wealth,LLC | 0.04% | New | 1,281 | $207K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 1,280 | $207K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -3.1% | 1,272 | $206K |
| Bestgate Wealth Advisors, LLC | 0.41% | — | 1,265 | $205K |
| M&T Bank Corp | 0.00% | Reduce -9.2% | 1,260 | $204K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.3% | 1,259 | $204K |
| New Republic Capital, LLC | 0.13% | No change | 1,245 | $201K |
| D. E. Shaw & Co. | 0.00% | Reduce -47.6% | 1,242 | $201K |
| Colonial Trust Advisors | 0.02% | Reduce -4.3% | 1,228 | $199K |
| Advantage Trust Co | 0.12% | No change | 1,225 | $198K |
| FPC Investment Advisory, Inc. | 0.14% | New | 1,182 | $196K |
| Pacific Center for Financial Services | 0.05% | Add +0.1% | 1,207 | $195K |
| Wells Financial Advisors INC | 0.26% | No change | 1,200 | $194K |
| CoreCap Advisors, LLC | 0.01% | Add +115.4% | 1,191 | $193K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $183K |
| Montag A & Associates Inc. | 0.01% | Reduce -60.2% | 1,130 | $183K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.6% | 1,062 | $172K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.7% | 1,046 | $169K |
| Larson Financial Group LLC | 0.01% | Reduce -15.7% | 1,007 | $163K |
| First PREMIER Bank | 0.04% | No change | 981 | $159K |
| Horizon Financial Services, LLC | 0.09% | Add +0.5% | 974 | $158K |
| Financial Perspectives, Inc | 0.05% | No change | 951 | $154K |
| LGT Financial Advisors LLC | 0.33% | Reduce -5.9% | 930 | $150K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +209.5% | 913 | $148K |
| Smartleaf Asset Management LLC | 0.01% | Add +15.8% | 899 | $145K |
| Marquette Associates, Inc. | 0.11% | Reduce -37.1% | 844 | $137K |
| Allianz SE | 0.00% | No change | 842 | $136K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -1.4% | 823 | $133K |
| Private Wealth Management Group, LLC | 0.05% | No change | 820 | $133K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -7.3% | 796 | $129K |
| Lee Danner & Bass Inc. | 0.01% | New | 775 | $125K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 769 | $124K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.3% | 760 | $123K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +14.0% | 749 | $121K |
| Matrix Private Capital Group LLC | 0.07% | Add +2.9% | 746 | $121K |
| Asset Dedication, LLC | 0.01% | No change | 738 | $119K |
| Center for Financial Planning, Inc. | 0.02% | No change | 736 | $119K |
| Sage Mountain Advisors LLC | 0.01% | No change | 726 | $117K |
| St Germain D J Co. Inc. | 0.01% | No change | 715 | $116K |
| GeoWealth Management, LLC | 0.00% | Add +139.4% | 711 | $115K |
| Sandy Spring Bank | 0.00% | No change | 698 | $113K |
| Holos Integrated Wealth LLC | 0.08% | — | 695 | $112K |
| Beacon Capital Management, LLC | 0.01% | Reduce -2.3% | 681 | $110K |
| GAMMA Investing LLC | 0.01% | Add +50.9% | 676 | $109K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +2.6% | 668 | $108K |
| Tortoise Investment Management, LLC | 0.01% | No change | 662 | $107K |
| Glen Eagle Advisors, LLC | 0.02% | Add +5.5% | 655 | $106K |
| Centricity Wealth Management, LLC | 0.10% | — | 636 | $103K |
| Birchbrook, Inc. | 0.06% | No change | 625 | $101K |
| Midwest Capital Advisors, LLC | 0.07% | — | 624 | $101K |
| Blue Trust, Inc. | 0.00% | Reduce -38.0% | 603 | $98K |
| Robinswood Financial LLC | 0.04% | No change | 595 | $96K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 570 | $92K |
| GoalVest Advisory LLC | 0.02% | Add +0.5% | 561 | $91K |
| ORG Partners LLC | 0.01% | Add +160.5% | 547 | $88K |
| Evermay Wealth Management LLC | 0.01% | Reduce -58.8% | 532 | $86K |
| Ascentis Wealth Management, LLC | 0.03% | New | 527 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -21.0% | 508 | $82K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 490 | $82K |
| Pathway Financial Advisers, LLC | 0.03% | Add +10.9% | 498 | $80K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $80K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +0.4% | 490 | $80K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $76K |
| Parkworth Wealth Management, Inc. | 0.06% | — | 469 | $76K |
| First Command Advisory Services, Inc. | 0.00% | No change | 466 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $75K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 455 | $74K |
| Transce3nd, LLC | 0.02% | — | 441 | $71K |
| Tanglewood Legacy Advisors, LLC | 0.03% | New | 436 | $71K |
| Olistico Wealth, LLC | 0.04% | No change | 430 | $70K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $69K |
| Cordant, Inc. | 0.04% | No change | 423 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $67K |
| Anchor Investment Management, LLC | 0.01% | Add +6.5% | 391 | $63K |
| Nordwand Advisors, LLC | 0.03% | No change | 390 | $63K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 385 | $62K |
| 2UniFi Bank | 0.04% | — | 378 | $61K |
| Fiduciary Advisors, Inc. | 0.06% | — | 357 | $58K |
| Ameriflex Group, Inc. | 0.03% | — | 330 | $55K |
| Abound Wealth Management | 0.02% | No change | 326 | $53K |
| Keener Financial Planning LLC | 0.03% | Add +1.6% | 316 | $51K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 302 | $49K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $49K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -80.9% | 297 | $48K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 295 | $48K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 288 | $47K |
| Legacy Investment Solutions, LLC | 0.03% | Reduce -37.7% | 281 | $46K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -37.7% | 281 | $46K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $46K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 280 | $45K |
| Sunbelt Securities, Inc. | 0.00% | No change | 281 | $45K |
| Fairman Group, LLC | 0.04% | Add +0.4% | 273 | $44K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 267 | $43K |
| Accredited Wealth Management, LLC | 0.04% | — | 264 | $43K |
| Stephens Consulting, LLC | 0.01% | Reduce -0.4% | 256 | $41K |
| WASHINGTON TRUST Co | 0.00% | Reduce -7.4% | 249 | $40K |
| Founders Capital Management | 0.03% | No change | 246 | $40K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 242 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 239 | $39K |
| Northwest Capital Management Inc | 0.02% | No change | 237 | $38K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -16.3% | 237 | $38K |
| Eukles Asset Management | 0.02% | No change | 231 | $37K |
| Stonebridge Financial Group, LLC | 0.00% | — | 231 | $37K |
| EPG Wealth Management LLC | 0.01% | Add +0.4% | 228 | $37K |
| Element Wealth, LLC | 0.02% | No change | 225 | $36K |
| SouthState Bank Corp | 0.00% | Reduce -10.0% | 225 | $36K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $36K |
| Caitlin John, LLC | 0.02% | Add +0.5% | 222 | $36K |
| Hurley Capital, LLC | 0.03% | — | 219 | $36K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $35K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $35K |
| SBI Securities Co., Ltd. | 0.00% | — | 217 | $35K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 210 | $34K |
| Guardian Wealth Management, Inc. | 0.02% | Add +0.5% | 208 | $34K |
| NBT Bank, N.A. | 0.00% | Reduce -93.9% | 201 | $33K |
| Realta Investment Advisors | 0.01% | New | 200 | $32K |
| Tompkins Financial Corp. | 0.00% | New | 200 | $32K |
| Simplex Trading, LLC | 0.00% | New | 199 | $32K |
| Castleview Partners, LLC | 0.02% | No change | 197 | $32K |
| West Branch Capital LLC | 0.01% | No change | 194 | $31K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 191 | $31K |
| Roxbury Financial LLC | 0.03% | — | 164 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +1.9% | 158 | $26K |
| Addison Advisors LLC | 0.01% | No change | 146 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | Add +119.0% | 138 | $22K |
| Breakwater Investment Management | 0.01% | Add +28.6% | 135 | $22K |
| Private Capital Management LLC | 0.00% | Reduce -9.5% | 133 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $21K |
| Global Trust Asset Management, LLC | 0.01% | Add +0.8% | 130 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $20K |
| Decker Retirement Planning Inc. | 0.01% | — | 116 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.9% | 109 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 109 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $17K |
| Global Wealth Strategies & Associates | 0.01% | No change | 107 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 105 | $17K |
| First Community Trust NA | 0.01% | No change | 104 | $17K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 103 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -51.6% | 103 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | New | 102 | $16K |
| Pineridge Advisors LLC | 0.01% | No change | 100 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 100 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 100 | $16K |
| Kestra Investment Management, LLC | 0.00% | New | 99 | $16K |
| Main Street Group, LTD | 0.01% | No change | 96 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +97.8% | 89 | $14K |
| WPG Advisers, LLC | 0.01% | — | 88 | $14K |
| Bridge Generations Wealth Management LLC | 0.01% | — | 88 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 81 | $13K |
| Pingora Partners LLC | 0.01% | No change | 78 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 73 | $12K |
| BankPlus Trust Department | 0.00% | — | 71 | $11K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $11K |
| Country Trust Bank | 0.00% | No change | 68 | $11K |
| Kennebec Savings Bank | 0.01% | No change | 67 | $11K |
| Dunhill Financial, LLC | 0.01% | Add +100.0% | 66 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +77.1% | 62 | $10K |
| Tucker Asset Management LLC | 0.00% | Reduce -4.7% | 61 | $10K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $9K |
| MilWealth Group LLC | 0.00% | No change | 58 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 56 | $9K |
| Integrity Financial Corp | 0.00% | No change | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 49 | $8K |
| Winch Advisory Services, LLC | 0.00% | New | 49 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 47 | $8K |
| Mendota Financial Group, LLC | 0.00% | New | 46 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 45 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| TFC Financial Management, Inc. | 0.00% | No change | 37 | $6K |
| Crews Bank & Trust | 0.00% | — | 36 | $6K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -18.6% | 35 | $6K |
| Glassman Wealth Services | 0.00% | New | 35 | $6K |
| Peoples Bank | 0.00% | No change | 35 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $5K |
| Briaud Financial Planning Inc | 0.00% | New | 32 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +50.0% | 30 | $5K |
| Compass Planning Associates Inc | 0.00% | — | 28 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 28 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -10.0% | 27 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 24 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $3K |
| Transcendent Capital Group LLC | 0.00% | No change | 19 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Motco | 0.00% | Reduce -82.3% | 17 | $3K |
| PFS Partners, LLC | 0.00% | No change | 16 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 16 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 13 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 13 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 15 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 12 | $2K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Mascoma Wealth Management LLC | 0.00% | New | 11 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 10 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $1K |
| Rice Partnership, LLC | 0.00% | No change | 9 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | — | 8 | $1K |
| Clark Wealth Partners | 0.00% | — | 8 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $971 |
| FLP Wealth Management, LLC | 0.00% | — | 4 | $666 |
| WealthCollab, LLC | 0.00% | No change | 4 | $648 |
| Crewe Advisors LLC | 0.00% | No change | 4 | $648 |
| Pacifica Partners Inc. | 0.00% | No change | 3 | $484 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 2 | $324 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $324 |
| Topsail Wealth Management, LLC | 0.00% | — | 2 | $324 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $138 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $81 |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $0 |
"% 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.