Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2025 (March 31)1,098holders −16
63new positions
73sold out
3famous investors
$158.55avg. 13F price*
At the end of Q1 2025, 1,098 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, down 16 from Q4 2024. 63 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($734.4M), Betterment LLC ($689.0M) and Assetmark, Inc. ($658.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $40.1M |
| Exits | 73 | $102.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,533,584 shares bought and 2,165,248 shares sold, net +368,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,098 holders
| Morgan Stanley | 0.05% | Reduce -2.0% | 4,574,272 | $734.4M |
| Betterment LLC | 1.63% | Reduce -4.8% | 4,291,924 | $689.0M |
| Assetmark, Inc. | 1.81% | Add +4.4% | 4,103,054 | $658.7M |
| Royal Bank of Canada | 0.12% | Add +2.0% | 3,262,796 | $523.8M |
| Bank of America Corp. | 0.04% | Reduce -0.1% | 3,080,204 | $494.5M |
| Wells Fargo & Company | 0.10% | Add +9.4% | 2,458,300 | $394.7M |
| Jones Financial Companies LLLP | 0.35% | Add +1.4% | 2,454,026 | $390.8M |
| Tiaa Trust, National Association | 0.86% | Reduce -0.8% | 1,710,038 | $274.5M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.4% | 1,559,068 | $250.3M |
| EP Wealth Advisors, LLC | 1.94% | Add +18.7% | 1,515,445 | $243.3M |
| Envestnet Asset Management Inc. | 0.08% | Add +6.2% | 1,510,597 | $242.5M |
| UBS Group AG | 0.05% | Reduce -4.6% | 1,457,395 | $234.0M |
| Stephens Group Asset Management, LLC | 14.14% | Add +11.1% | 1,091,852 | $175.3M |
| LPL Financial LLC | 0.06% | Reduce -2.0% | 1,026,625 | $164.8M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +6.2% | 967,146 | $155.3M |
| Ameriprise Financial Inc. | 0.04% | Add +1.4% | 928,390 | $149.1M |
| FMR LLC | 0.01% | Reduce -2.7% | 872,250 | $140.0M |
| Moneta Group Investment Advisors LLC | 1.82% | Add +4.7% | 823,904 | $132.3M |
| Orgel Wealth Management, LLC | 3.09% | Add +6.5% | 741,179 | $119.0M |
| Waverly Advisors, LLC | 1.20% | Reduce -3.2% | 612,076 | $98.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.0% | 606,727 | $97.4M |
| Stifel Financial Corp. | 0.10% | Add +0.6% | 604,897 | $97.1M |
| Mariner, LLC | 0.15% | Add +23.7% | 566,564 | $90.9M |
| Avior Wealth Management, LLC | 3.28% | Add +1.5% | 537,936 | $86.3M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -8.8% | 531,942 | $85.4M |
| SYM FINANCIAL Corp | 10.28% | Add +2.2% | 519,779 | $83.4M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.2% | 505,333 | $81.1M |
| Creative Planning | 0.07% | Add +0.3% | 447,836 | $71.9M |
| US Bancorp \de | 0.09% | Add +2.1% | 416,202 | $66.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 395,927 | $63.6M |
| Truist Financial Corp. | 0.10% | Add +0.7% | 374,788 | $60.2M |
| Rodgers & Associates, LTD | 6.65% | Add +0.2% | 339,959 | $54.6M |
| Focus Partners Wealth | 0.14% | Add +5.9% | 337,819 | $54.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -24.9% | 313,557 | $50.4M |
| McAdam, LLC | 2.93% | Reduce -0.5% | 295,373 | $47.4M |
| Inspirion Wealth Advisors, LLC | 6.46% | Add +1.9% | 289,633 | $46.5M |
| HighTower Advisors, LLC | 0.06% | Add +31.3% | 282,016 | $45.3M |
| Equitable Holdings, Inc. | 0.41% | Reduce -29.2% | 270,921 | $43.5M |
| Private Advisor Group, LLC | 0.26% | Add +5.0% | 266,282 | $42.7M |
| Cetera Investment Advisers | 0.08% | Add +11.0% | 265,756 | $42.7M |
| Marotta Asset Management | 7.80% | Add +6.5% | 236,977 | $39.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.6% | 245,441 | $39.4M |
| Trust Co | 4.68% | Add +1.4% | 245,433 | $39.4M |
| MML Investors Services, LLC | 0.13% | Reduce -2.2% | 245,219 | $39.4M |
| 1832 Asset Management L.P. | 0.07% | Add +1.0% | 234,343 | $37.6M |
| Krilogy Financial LLC | 2.32% | Add +4.1% | 223,237 | $35.8M |
| Condor Capital Management | 2.84% | Reduce -4.0% | 190,023 | $30.5M |
| Kwmg, LLC | 3.04% | Add +2.4% | 186,158 | $29.9M |
| Benjamin Edwards Inc. | 0.40% | Add +14.0% | 179,580 | $28.8M |
| Summit Financial, LLC | 0.80% | Add +0.4% | 177,641 | $28.5M |
| Roberts Financial Services LLC | 5.50% | Add +0.0% | 176,248 | $28.3M |
| WoodTrust Financial Corp | 3.96% | Add +2.4% | 176,059 | $28.3M |
| Bragg Financial Advisors, Inc | 1.10% | Add +0.2% | 165,925 | $26.6M |
| Shakespeare Wealth Management, LLC | 7.10% | Add +1.6% | 165,198 | $26.5M |
| BNP Paribas Financial Markets | 0.02% | Add +10.3% | 165,026 | $26.5M |
| Total Wealth Planning, LLC | 4.02% | Add +2.3% | 163,750 | $26.3M |
| NewEdge Advisors, LLC | 0.15% | Reduce -1.6% | 157,133 | $25.2M |
| Wilmington Savings Fund Society, FSB | 0.45% | Add +6.6% | 151,103 | $24.3M |
| Falcon Wealth Planning | 2.62% | Reduce -12.0% | 147,114 | $23.6M |
| Avion Wealth | 5.84% | Add +0.2% | 140,708 | $22.8M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Reduce -0.0% | 141,261 | $22.7M |
| BHK Investment Advisors, LLC | 9.54% | Reduce -8.9% | 140,612 | $22.6M |
| Grove Street Fiduciary, LLC | 11.34% | Reduce -3.1% | 139,300 | $22.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.8% | 138,886 | $22.3M |
| Cary Street Partners Financial LLC | 0.69% | Add +6.7% | 160,880 | $22.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -4.1% | 136,720 | $21.9M |
| Praetorian Wealth Management, Inc. | 5.31% | Reduce -0.1% | 135,671 | $21.8M |
| Blair William & Co. | 0.06% | Add +2.3% | 129,942 | $20.9M |
| Bank of Montreal | 0.01% | Add +0.6% | 129,464 | $20.8M |
| World Investment Advisors | 0.54% | Add +1405.5% | 128,660 | $20.7M |
| Presilium Private Wealth, LLC | 4.54% | Add +27.0% | 126,367 | $20.3M |
| Sepio Capital, LP | 1.60% | Add +4.0% | 125,502 | $20.1M |
| Aire Advisors, LLC | 4.22% | Add +2.6% | 124,768 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.1% | 123,323 | $19.8M |
| Captrust Financial Advisors | 0.05% | Add +2.8% | 121,569 | $19.5M |
| Stephens Inc. | 0.28% | Add +0.6% | 118,133 | $19.0M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -32.0% | 116,967 | $18.8M |
| Clayton Financial Group LLC | 6.64% | Add +4.1% | 112,875 | $18.1M |
| Ellevest, Inc. | 1.17% | Reduce -12.4% | 109,424 | $17.6M |
| Sage Financial Group Inc. | 1.38% | Reduce -0.5% | 106,770 | $17.1M |
| Ledyard National Bank | 1.67% | Reduce -0.8% | 104,876 | $16.8M |
| Arvest Investments, Inc. | 2.65% | Add +1.1% | 104,716 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.2% | 103,895 | $16.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +3.8% | 101,195 | $16.2M |
| Natixis Advisors, LLC | 0.03% | Reduce -1.0% | 100,449 | $16.1M |
| Penserra Capital Management LLC | 0.29% | New | 99,790 | $16.0M |
| Peapack Gladstone Financial Corp. | 0.24% | Reduce -0.8% | 98,892 | $15.9M |
| Asset Management Group, Inc. | 2.86% | Add +0.4% | 96,239 | $15.5M |
| LMCG Investments, LLC | 1.00% | Add +6.8% | 93,990 | $15.1M |
| Evensky & Katz LLC | 0.97% | Reduce -4.8% | 90,354 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -4.5% | 89,852 | $14.4M |
| Advisory Alpha, LLC | 0.48% | Add +27.8% | 87,572 | $14.1M |
| OLIO Financial Planning | 4.80% | Add +3.8% | 86,587 | $13.9M |
| Compton Wealth Advisory Group, LLC | 3.80% | Add +0.5% | 85,225 | $13.7M |
| Modera Wealth Management, LLC | 0.18% | Add +2.1% | 85,151 | $13.7M |
| ProVise Management Group, LLC | 1.15% | Add +5.6% | 84,527 | $13.6M |
| Capital Advantage, Inc. | 2.47% | No change | 83,854 | $13.6M |
| HUB Investment Partners, LLC | 0.54% | Add +1567.2% | 82,993 | $13.3M |
| Christopher J. Hasenberg, Inc | 5.51% | Reduce -43.9% | 82,604 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.9% | 82,291 | $13.2M |
| Chicago Partners Investment Group LLC | 0.44% | Add +0.7% | 83,022 | $13.1M |
| Strategic Investment Advisors / MI | 1.37% | Add +9.8% | 80,703 | $13.0M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +125.8% | 79,178 | $12.7M |
| &partners | 0.13% | Add +21.7% | 79,486 | $12.6M |
| Legacies Wealth LLC | 9.24% | Add +2.0% | 77,875 | $12.5M |
| DAVENPORT & Co LLC | 0.07% | Add +4.8% | 76,427 | $12.3M |
| Bryn Mawr Trust Advisors, LLC | 0.70% | Add +21.8% | 72,496 | $11.6M |
| Lutz Financial Services LLC | 0.94% | Reduce -1.9% | 71,785 | $11.5M |
| Geneos Wealth Management Inc. | 0.36% | Reduce -0.8% | 66,455 | $10.7M |
| MassMutual Private Wealth & Trust, FSB | 0.30% | Add +10.2% | 65,486 | $10.5M |
| Atlas Capital Advisors Inc. | 1.31% | Add +4.3% | 65,067 | $10.4M |
| Cwm, LLC | 0.04% | Add +3.4% | 64,461 | $10.3M |
| Eagle Strategies LLC | 1.79% | Add +1.5% | 64,300 | $10.3M |
| Iron Horse Wealth Management, LLC | 3.30% | Add +5.6% | 64,046 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +56.0% | 63,766 | $10.2M |
| Park Avenue Securities LLC | 0.13% | Add +2.5% | 63,518 | $10.2M |
| Bokf, NA | 0.18% | Reduce -0.1% | 63,156 | $10.1M |
| Payne Capital Management, LLC | 4.31% | Add +4.0% | 62,918 | $10.1M |
| Provident Wealth Management, LLC | 3.47% | Add +3.7% | 62,767 | $10.1M |
| Opes Wealth Management LLC | 1.98% | Add +22.8% | 60,956 | $9.8M |
| Leavell Investment Management, Inc. | 0.48% | Add +0.5% | 60,332 | $9.7M |
| JMG Financial Group, Ltd. | 0.33% | Add +0.1% | 60,305 | $9.7M |
| Scott Capital Advisors, LLC | 2.87% | Add +0.9% | 59,963 | $9.6M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -0.2% | 59,543 | $9.6M |
| Commerce Bank | 0.06% | Reduce -1.6% | 58,473 | $9.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +11.8% | 57,664 | $9.3M |
| MAI Capital Management | 0.07% | Reduce -3.8% | 57,298 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 56,062 | $9.0M |
| Bleakley Financial Group, LLC | 0.28% | Reduce -6.8% | 55,137 | $8.9M |
| Texas Yale Capital Corp. | 0.36% | Add +9.5% | 54,946 | $8.8M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Add +2.3% | 54,748 | $8.8M |
| SPC Financial, Inc. | 0.77% | Add +1.4% | 54,512 | $8.8M |
| Visionary Wealth Advisors | 0.52% | Reduce -3.0% | 53,804 | $8.6M |
| D.A. Davidson & Co. | 0.07% | Add +2.5% | 53,668 | $8.6M |
| SOA Wealth Advisors, LLC. | 1.78% | Add +3.3% | 53,146 | $8.5M |
| Prosperity Planning, Inc. | 3.84% | Reduce -6.9% | 53,121 | $8.5M |
| Highland Capital Management, LLC | 0.51% | Reduce -3.5% | 53,107 | $8.5M |
| Financial Counselors Inc. | 0.13% | Add +8.5% | 52,665 | $8.5M |
| Manchester Capital Management LLC | 1.03% | Add +3.2% | 52,214 | $8.4M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -1.9% | 51,791 | $8.3M |
| RTD Financial Advisors, Inc. | 1.11% | Reduce -1.6% | 51,663 | $8.3M |
| Comerica Bank | 0.03% | Reduce -3.4% | 50,633 | $8.1M |
| Stevens Capital Partners | 3.69% | Add +33.0% | 48,977 | $7.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -10.6% | 48,854 | $7.8M |
| Alesco Advisors, LLC, An ESL Co | 0.24% | Reduce -2.3% | 47,499 | $7.6M |
| Brickley Wealth Management | 1.56% | No change | 46,797 | $7.5M |
| Avantax Planning Partners, Inc. | 0.26% | Add +9.5% | 46,340 | $7.4M |
| LPF Advisors LLC | 5.96% | Add +7.9% | 45,353 | $7.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.55% | Add +14.8% | 44,904 | $7.2M |
| Alpha Omega Wealth Management LLC | 1.35% | Add +2.7% | 43,987 | $7.1M |
| Smallwood Wealth Investment Management, LLC | 4.44% | Add +3.0% | 43,933 | $7.1M |
| Old National Bancorp | 0.18% | Add +1.5% | 43,860 | $7.0M |
| Allworth Financial LP | 0.04% | Reduce -0.8% | 45,145 | $7.0M |
| ETF Portfolio Partners, Inc. | 2.09% | Add +1188.6% | 43,167 | $6.9M |
| Pittenger & Anderson Inc. | 0.25% | No change | 42,524 | $6.8M |
| KPP Advisory Services LLC | 1.29% | Add +198.6% | 42,243 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.56% | Add +0.2% | 41,830 | $6.7M |
| National Bank of Canada | 0.01% | Reduce -37.1% | 41,690 | $6.7M |
| Columbia Advisory Partners LLC | 5.75% | Reduce -2.5% | 41,311 | $6.6M |
| Sharper & Granite LLC | 2.71% | Add +8.0% | 40,796 | $6.5M |
| Regal Investment Advisors LLC | 0.53% | Reduce -0.0% | 40,548 | $6.5M |
| CX Institutional | 0.24% | Add +13.4% | 40,294 | $6.5M |
| Goepper Burkhardt LLC | 2.55% | Reduce -10.2% | 39,698 | $6.4M |
| Mosaic Family Wealth Partners, LLC | 0.90% | Add +2.9% | 39,200 | $6.3M |
| AE Wealth Management LLC | 0.05% | Reduce -19.9% | 38,583 | $6.2M |
| UMB Bank, n.a. | 0.10% | Reduce -1.2% | 37,764 | $6.1M |
| HB Wealth Management, LLC | 0.05% | Add +5.9% | 37,681 | $6.0M |
| Weinberger Asset Management, Inc | 2.58% | Add +0.5% | 37,469 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.93% | Add +1.9% | 37,374 | $6.0M |
| Ally Invest Advisors Inc. | 0.51% | Add +10.8% | 37,323 | $6.0M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -6.4% | 37,277 | $6.0M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +4.7% | 36,426 | $5.8M |
| Bangor Savings Bank | 0.55% | Reduce -8.7% | 36,116 | $5.8M |
| Accel Wealth Management | 2.09% | Add +9.3% | 35,952 | $5.8M |
| TFB Advisors LLC | 1.65% | Reduce -1.6% | 35,618 | $5.7M |
| Councilor Wealth, LLC | 2.84% | Add +2.0% | 35,510 | $5.7M |
| Zeit Capital LLC | 4.35% | Add +6.1% | 35,229 | $5.7M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -1.6% | 35,116 | $5.6M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -4.6% | 34,246 | $5.5M |
| FAS Wealth Partners, Inc. | 0.44% | Add +0.4% | 33,509 | $5.4M |
| Causey Wealth LLC | 2.99% | Reduce -16.7% | 33,356 | $5.4M |
| Associated Banc-Corp | 0.16% | Add +11.8% | 33,253 | $5.3M |
| Tenret Co LLC | 3.23% | Add +4.1% | 33,180 | $5.3M |
| Harbour Investments, Inc. | 0.15% | Add +6.0% | 33,077 | $5.3M |
| Taylor & Morgan Wealth Management, LLC | 3.99% | Reduce -2.1% | 32,982 | $5.3M |
| King Wealth Management Group | 0.80% | Reduce -1.4% | 32,921 | $5.3M |
| Merit Financial Group, LLC | 0.08% | Reduce -49.4% | 32,481 | $5.2M |
| Harbor Investment Advisory, LLC | 0.51% | Add +1.3% | 32,384 | $5.2M |
| Pure Financial Advisors, LLC | 0.11% | Add +2.9% | 32,379 | $5.2M |
| SWAN Capital LLC | 2.40% | Add +25.3% | 32,352 | $5.2M |
| HFG Advisors, Inc. | 4.43% | Add +2.3% | 32,292 | $5.2M |
| Baring Financial LLC | 4.33% | Add +18.1% | 32,144 | $5.2M |
| Fifth Third Securities, Inc. | 0.43% | Add +0.7% | 31,774 | $5.1M |
| SOL Capital Management CO | 0.56% | Reduce -1.6% | 31,658 | $5.1M |
| Forza Wealth Management, LLC | 2.27% | No change | 31,407 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -55.7% | 31,277 | $5.0M |
| Kohmann Bosshard Financial Services, LLC | 0.59% | Reduce -20.0% | 31,130 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 30,992 | $5.0M |
| Echo45 Advisors LLC | 3.33% | Reduce -0.5% | 30,972 | $5.0M |
| Alpine Bank Wealth Management | 0.77% | — | 29,895 | $4.8M |
| Maltin Wealth Management, Inc. | 2.24% | Add +3.1% | 29,690 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +13.0% | 29,665 | $4.8M |
| Genesis Private Wealth, LLC | 2.50% | Add +4.1% | 29,328 | $4.7M |
| Petix & Botte Co | 1.24% | Reduce -7.5% | 29,252 | $4.7M |
| Spire Wealth Management | 0.15% | Reduce -1.1% | 29,185 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.3% | 29,128 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.8% | 28,784 | $4.6M |
| Everhart Financial Group, Inc. | 0.62% | Add +19.0% | 28,157 | $4.5M |
| Cathy Pareto & Associates, Inc. | 3.97% | Reduce -1.6% | 27,973 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -25.3% | 27,846 | $4.5M |
| TAGStone Capital, Inc. | 2.19% | Add +1.2% | 27,710 | $4.4M |
| RoundAngle Advisors LLC | 4.06% | Add +26.8% | 27,560 | $4.4M |
| Midwest Financial Group LLC | 2.56% | Add +2.8% | 27,458 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | Add +2.2% | 27,318 | $4.4M |
| NovaPoint Capital, LLC | 1.35% | Reduce -7.2% | 27,256 | $4.4M |
| First United Bank & Trust | 1.63% | Add +2.3% | 27,206 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -17.3% | 27,165 | $4.4M |
| Brown Advisory Inc. | 0.01% | Reduce -17.6% | 27,017 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +1.4% | 26,589 | $4.3M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -4.9% | 26,585 | $4.3M |
| GC Wealth Management RIA, LLC | 0.78% | Reduce -1.0% | 26,579 | $4.3M |
| Bruce G. Allen Investments, LLC | 3.36% | Reduce -1.1% | 26,426 | $4.2M |
| Dakota Wealth Management | 0.10% | Reduce -12.3% | 26,253 | $4.2M |
| Jefferies Financial Group Inc. | 0.08% | Add +24.0% | 26,140 | $4.2M |
| EverSource Wealth Advisors, LLC | 0.23% | Add +2.0% | 26,039 | $4.2M |
| Eclectic Associates Inc. | 1.12% | Add +1.5% | 25,986 | $4.2M |
| Whitegate Investment Counselors, Inc. | 1.45% | Reduce -1.0% | 25,400 | $4.1M |
| JNBA Financial Advisors | 0.42% | Reduce -3.2% | 25,367 | $4.1M |
| Mutual Advisors, LLC | 0.12% | Reduce -1.3% | 26,315 | $4.1M |
| Glenview Trust Co | 0.08% | Reduce -18.3% | 25,261 | $4.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Reduce -2.8% | 25,225 | $4.1M |
| Becker Capital Management Inc. | 0.13% | No change | 25,162 | $4.0M |
| Collective Family Office LLC | 1.09% | Reduce -3.0% | 25,131 | $4.0M |
| Principal Securities, Inc. | 0.09% | No change | 24,775 | $4.0M |
| Rovin Capital /Ut/ | 1.28% | Add +0.1% | 24,850 | $4.0M |
| First American Trust, FSB | 0.37% | Add +86.0% | 24,845 | $4.0M |
| IVC Wealth Advisors LLC | 2.15% | Add +24.7% | 24,844 | $4.0M |
| Integrity Alliance, Llc. | 0.16% | New | 24,842 | $4.0M |
| Keystone Financial Services, LLC | 3.33% | Add +5.6% | 24,483 | $3.9M |
| Clear Harbor Asset Management, LLC | 0.31% | Add +13.7% | 24,436 | $3.9M |
| LifePlan Investment Advisors, Inc. | 2.25% | Add +1.7% | 24,367 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.3% | 24,313 | $3.9M |
| Black Diamond Financial, LLC | 0.59% | Reduce -3.1% | 24,267 | $3.9M |
| Ascent Group, LLC | 0.17% | Add +4.3% | 24,194 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -66.9% | 23,353 | $3.8M |
| Atria Investments, Inc | 0.05% | Reduce -7.8% | 23,244 | $3.7M |
| Choreo, LLC | 0.06% | Reduce -0.2% | 23,134 | $3.7M |
| Tacita Capital Inc | 2.66% | Reduce -0.6% | 23,011 | $3.7M |
| Mustard Seed Financial, LLC | 2.93% | Add +1.1% | 22,656 | $3.6M |
| Fee-Only Financial Planning, L.C. | 2.48% | Reduce 0.0% | 22,635 | $3.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +8.6% | 25,344 | $3.6M |
| Envision Financial LLC | 2.67% | Reduce -4.7% | 22,086 | $3.5M |
| Ifrah Financial Services, Inc. | 1.01% | Reduce -3.3% | 21,909 | $3.5M |
| Brady Martz Wealth Solutions, LLC | 0.79% | Reduce -1.3% | 21,618 | $3.5M |
| Houlihan Financial Resource Group, Ltd. | 1.56% | Reduce -2.3% | 21,612 | $3.5M |
| LPWM LLC | 1.11% | Reduce -0.1% | 21,383 | $3.4M |
| Advisory Services Network, LLC | 0.06% | Reduce -50.5% | 21,044 | $3.4M |
| Mgo One Seven LLC | 0.13% | Reduce -1.7% | 20,944 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +10.2% | 20,624 | $3.3M |
| Veridan Wealth LLC | 1.49% | Add +5.4% | 20,575 | $3.3M |
| Stage Harbor Financial, LLC | 2.79% | No change | 20,492 | $3.3M |
| Savant Capital, LLC | 0.03% | Reduce -14.1% | 20,366 | $3.3M |
| Brighton Jones LLC | 0.10% | Add +0.8% | 20,081 | $3.2M |
| MSH Capital Advisors LLC | 1.00% | Reduce -0.2% | 20,061 | $3.2M |
| Stokes Family Office, LLC | 0.36% | Add +1.3% | 19,828 | $3.2M |
| Sterling Financial Planning, Inc. | 1.14% | Reduce -0.1% | 19,655 | $3.2M |
| WealthShield Partners, LLC | 0.41% | Add +6.5% | 19,622 | $3.1M |
| Integrated Capital Management, LLC | 1.73% | Add +3.2% | 19,534 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -1.0% | 19,526 | $3.1M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.1% | 19,339 | $3.1M |
| Sigma Planning Corp | 0.10% | Add +2.5% | 19,017 | $3.1M |
| Valley National Advisers Inc. | 0.55% | Add +3.5% | 18,997 | $3.0M |
| Grove Bank & Trust | 0.40% | Add +16.5% | 18,850 | $3.0M |
| White Lighthouse Investment Management Inc. | 0.54% | Reduce -2.0% | 18,845 | $3.0M |
| Pinnacle Financial Group, LLC / IL | 1.07% | Add +8.3% | 18,376 | $3.0M |
| Insigneo Advisory Services, LLC | 0.30% | No change | 18,174 | $2.9M |
| Stillwater Capital Advisors, LLC | 0.41% | Add +0.8% | 18,095 | $2.9M |
| Avant Capital LLC | 2.42% | Reduce -0.7% | 18,090 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.56% | Reduce -1.2% | 18,060 | $2.9M |
| HBK Sorce Advisory LLC | 0.08% | Add +4.9% | 17,856 | $2.9M |
| Signet Financial Management, LLC | 0.39% | Reduce -7.8% | 17,842 | $2.9M |
| Richard P Slaughter Associates Inc | 0.67% | Reduce -52.5% | 17,823 | $2.9M |
| Cascade Financial Partners, LLC | 0.35% | No change | 17,404 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.9% | 17,326 | $2.8M |
| Cooksen Wealth, LLC | 2.82% | Add +8.7% | 17,828 | $2.8M |
| Wedmont Private Capital | 0.14% | Add +0.3% | 18,400 | $2.8M |
| Founders Grove Wealth Partners, LLC | 0.77% | Add +8.7% | 17,124 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +23.5% | 17,022 | $2.7M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -23.5% | 16,958 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -13.0% | 16,934 | $2.7M |
| Institute for Wealth Management, LLC. | 0.35% | Add +97.0% | 16,768 | $2.7M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -0.9% | 16,760 | $2.7M |
| Conquis Financial LLC | 2.79% | Add +0.1% | 16,716 | $2.7M |
| Tritonpoint Wealth, LLC | 0.25% | Reduce -6.8% | 16,527 | $2.7M |
| CENTRAL TRUST Co | 0.06% | Add +0.4% | 16,255 | $2.6M |
| Prosperity Consulting Group, LLC | 0.20% | Reduce -8.2% | 16,253 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.0% | 16,120 | $2.6M |
| Foundations Investment Advisors, LLC | 0.05% | Add +0.3% | 16,050 | $2.6M |
| CBIZ Investment Advisory Services, LLC | 0.13% | No change | 16,027 | $2.6M |
| Composition Wealth, LLC | 0.05% | Reduce -4.3% | 15,949 | $2.6M |
| Peak Retirement Planning, Inc. | 1.41% | Reduce -2.7% | 15,841 | $2.5M |
| Sterling Capital Management LLC | 0.04% | Add +324.1% | 15,826 | $2.5M |
| Financial Guidance Group, Inc. | 1.37% | Reduce -4.7% | 15,821 | $2.5M |
| Bank of Hawaii | 0.14% | Reduce -0.6% | 15,411 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 15,397 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +4.5% | 15,361 | $2.5M |
| AIMZ Investment Advisors, LLC | 0.84% | Add +6.0% | 15,066 | $2.4M |
| RMR Capital Management, LLC | 1.74% | Reduce -3.0% | 15,027 | $2.4M |
| Washington Trust Advisors, Inc. | 0.21% | Reduce -0.6% | 14,945 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +15.7% | 14,778 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.19% | Reduce -13.7% | 14,617 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +0.5% | 14,588 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +12.1% | 14,287 | $2.3M |
| 180 Wealth Advisors, LLC | 0.36% | Reduce -1.1% | 14,101 | $2.3M |
| Arax Advisory Partners | 0.15% | Add +50.1% | 14,096 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +0.1% | 13,942 | $2.2M |
| Citigroup Inc. | 0.00% | Add +23.6% | 13,895 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.48% | Add +6.0% | 13,888 | $2.2M |
| SageView Advisory Group, LLC | 0.09% | Reduce -2.3% | 13,785 | $2.2M |
| Brookstone Capital Management | 0.03% | Reduce -6.1% | 13,724 | $2.2M |
| Willis Johnson & Associates, Inc. | 0.17% | Add +8.7% | 13,709 | $2.2M |
| General American Investors Co. Inc. | 0.16% | No change | 13,700 | $2.2M |
| Wealth Alliance, LLC | 0.27% | Add +3.4% | 13,684 | $2.2M |
| Culbertson A N & Co. Inc. | 0.35% | Add +6.6% | 13,630 | $2.2M |
| Simmons Bank | 0.16% | Reduce -2.7% | 13,538 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -19.8% | 13,433 | $2.2M |
| Wealth Preservation Advisors, LLC | 1.53% | — | 13,335 | $2.1M |
| Empirical Finance, LLC | 0.13% | Reduce -5.5% | 13,181 | $2.1M |
| Wambolt & Associates, LLC | 0.72% | Add +12.3% | 13,086 | $2.1M |
| Planning Directions Inc. | 0.88% | Add +37.4% | 12,892 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.5% | 12,891 | $2.1M |
| AMG National Trust Bank | 0.06% | Reduce -1.1% | 12,592 | $2.0M |
| Meridian Wealth Management, LLC | 0.10% | Add +9.7% | 12,581 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.7% | 12,568 | $2.0M |
| Granite FO LLC | 1.14% | No change | 12,460 | $2.0M |
| Sagace Wealth Management LLC | 1.50% | Reduce -3.0% | 12,361 | $2.0M |
| Safeguard Financial, LLC | 0.43% | Reduce -7.6% | 12,292 | $2.0M |
| SilverOak Wealth Management LLC | 0.42% | Add +0.2% | 12,185 | $2.0M |
| Argent Trust Co | 0.08% | Add +4.9% | 12,082 | $1.9M |
| Clark Financial Services Group Inc. | 1.32% | Reduce -0.1% | 11,902 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.12% | Reduce -9.4% | 11,891 | $1.9M |
| Pathway Financial Advisors LLC | 0.34% | Reduce -0.3% | 11,864 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -9.8% | 11,812 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +1.6% | 11,745 | $1.9M |
| Michels Family Financial, LLC | 1.68% | Add +0.9% | 11,568 | $1.9M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -13.0% | 11,520 | $1.8M |
| Center For Asset Management LLC | 1.13% | Reduce -23.2% | 11,484 | $1.8M |
| MTM Financial Group, LLC | 1.08% | Reduce -2.2% | 11,466 | $1.8M |
| Verus Capital Partners, LLC | 0.18% | Reduce -11.2% | 11,250 | $1.8M |
| Trust Co. of Vermont | 0.09% | Add +2.4% | 11,215 | $1.8M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.8M |
| Quantinno Capital Management LP | 0.01% | Add +47.6% | 11,043 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Add +2.3% | 10,991 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +4.6% | 10,978 | $1.8M |
| Breed's Hill Capital LLC | 0.95% | No change | 10,945 | $1.8M |
| Phillips Financial Management, LLC | 0.14% | No change | 10,894 | $1.7M |
| Mather Group, Llc. | 0.02% | Add +3.9% | 10,879 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.58% | Add +1.0% | 10,813 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.9% | 10,706 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +1.8% | 10,662 | $1.7M |
| Sterling Financial Group, Inc. | 0.61% | No change | 10,520 | $1.7M |
| Talon Private Wealth, LLC | 0.23% | Add +2.5% | 10,515 | $1.7M |
| Whittier Trust Co. | 0.02% | Add +0.2% | 10,490 | $1.7M |
| Staley Capital Advisers Inc. | 0.07% | No change | 10,285 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.6% | 10,240 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.6% | 10,240 | $1.6M |
| Mainstream Capital Management LLC | 1.30% | Reduce -9.4% | 10,238 | $1.6M |
| Csenge Advisory Group | 0.09% | Reduce -5.9% | 10,717 | $1.6M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -1.7% | 10,093 | $1.6M |
| Insight Advisors, LLC/ PA | 0.28% | Reduce -0.6% | 10,035 | $1.6M |
| Well Done, LLC | 0.29% | Reduce -10.6% | 9,897 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.6% | 9,862 | $1.6M |
| Southland Equity Partners LLC | 0.36% | New | 9,736 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.41% | Reduce -2.8% | 9,690 | $1.6M |
| Wolff Financial Management LLC | 0.43% | Add +0.5% | 9,608 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +207.9% | 9,487 | $1.5M |
| Pacific Sun Financial Corp | 0.86% | Add +0.7% | 9,470 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +19.6% | 9,463 | $1.5M |
| Ironsides Asset Advisors, LLC | 0.44% | Add +0.0% | 9,443 | $1.5M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.6% | 9,443 | $1.5M |
| Strategic Advisors LLC | 0.29% | Add +359.6% | 9,399 | $1.5M |
| Seeds Investor LLC | 0.42% | Reduce -20.2% | 9,369 | $1.5M |
| Estate Counselors, LLC | 0.15% | Reduce -76.0% | 9,315 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 9,261 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +0.3% | 9,215 | $1.5M |
| Trivium Point Advisory, LLC | 0.18% | Reduce -4.0% | 9,178 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +15.1% | 9,165 | $1.5M |
| Fortis Capital Advisors, LLC | 0.30% | New | 9,063 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | Add +614.8% | 9,063 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.7% | 9,045 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +2.3% | 9,040 | $1.5M |
| Howland Capital Management LLC | 0.06% | No change | 9,040 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +45.7% | 8,937 | $1.4M |
| AQR Capital Management | 0.00% | Add +13.8% | 8,890 | $1.4M |
| Choate Investment Advisors | 0.04% | Add +8.7% | 8,787 | $1.4M |
| MJT & Associates Financial Advisory Group, Inc. | 1.35% | — | 8,740 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Reduce -0.4% | 8,738 | $1.4M |
| Nicolet Bankshares Inc. | 0.28% | No change | 8,710 | $1.4M |
| Moneco Advisors, LLC | 0.14% | Reduce -0.3% | 8,640 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.15% | Reduce -0.1% | 786,949 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -1.0% | 8,571 | $1.4M |
| My Legacy Advisors, LLC | 0.52% | Add +2.6% | 8,439 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 8,412 | $1.4M |
| Gibraltar Capital Management, Inc. | 0.29% | New | 8,411 | $1.4M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -7.5% | 8,400 | $1.3M |
| East Coast Asset Management, LLC. | 0.47% | Add +0.0% | 8,347 | $1.3M |
| Hickory Asset Management, Inc. | 1.16% | Add +0.4% | 8,111 | $1.3M |
| Baldwin Investment Management, LLC | 0.16% | Reduce -0.8% | 8,094 | $1.3M |
| MidAtlantic Capital Management, Inc. | 1.02% | Add +39.3% | 8,067 | $1.3M |
| Evergreen Wealth Management, LLC | 0.77% | Reduce -1.0% | 8,027 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -4.8% | 8,003 | $1.3M |
| 1834 Investment Advisors Co. | 0.17% | Add +0.3% | 7,978 | $1.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.31% | No change | 7,974 | $1.3M |
| AdvisorNet Financial, Inc | 0.09% | Add +4.9% | 7,943 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +1.1% | 7,940 | $1.3M |
| Townsquare Capital LLC | 0.01% | Reduce -8.1% | 7,927 | $1.3M |
| CJM Wealth Advisers, Ltd. | 0.44% | Reduce -4.2% | 7,750 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +131.2% | 7,742 | $1.2M |
| BKM Wealth Management, LLC | 0.51% | Add +10.4% | 7,709 | $1.2M |
| Forte Capital LLC | 0.15% | Reduce -9.9% | 7,708 | $1.2M |
| Zhang Financial LLC | 0.06% | Add +7.8% | 7,574 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -1.6% | 7,548 | $1.2M |
| Gilman Hill Asset Management, LLC | 0.21% | Add +463.2% | 7,508 | $1.2M |
| Dentgroup LLC | 0.90% | Reduce -1.9% | 7,449 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -6.1% | 7,428 | $1.2M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -0.2% | 7,420 | $1.2M |
| LifeWealth Investments, LLC | 0.57% | Reduce -10.0% | 7,415 | $1.2M |
| Willner & Heller, LLC | 1.09% | Add +1.6% | 7,365 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.16% | Reduce -0.3% | 7,353 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +6.0% | 7,341 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.24% | Add +5.6% | 7,330 | $1.2M |
| Oakworth Capital, Inc. | 0.08% | No change | 7,285 | $1.2M |
| Cadence Wealth Management LLC | 0.86% | Reduce -16.5% | 7,270 | $1.2M |
| Revolve Wealth Partners, LLC | 0.17% | No change | 7,250 | $1.2M |
| Lionshead Wealth Management, LLC | 1.20% | New | 7,177 | $1.2M |
| Callan Family Office, LLC | 0.09% | No change | 7,115 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -0.6% | 7,098 | $1.1M |
| Chemistry Wealth Management LLC | 0.26% | Add +1.8% | 7,053 | $1.1M |
| Intergy Private Wealth, LLC | 0.43% | Reduce -1.1% | 6,996 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | Add +8.1% | 6,988 | $1.1M |
| Founders Financial Securities LLC | 0.09% | Add +26.8% | 7,199 | $1.1M |
| FDx Advisors, Inc. | 0.36% | Reduce -0.8% | 6,910 | $1.1M |
| Victory Financial Group, LLC | 0.21% | Reduce -13.8% | 6,840 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.83% | Add +4.5% | 6,787 | $1.1M |
| Marino, Stram & Associates LLC | 0.24% | Reduce -9.4% | 6,696 | $1.1M |
| Elite Financial, Inc. | 0.57% | Add +0.3% | 6,694 | $1.1M |
| Astra Wealth Partners LLC | 1.02% | Add +0.7% | 6,629 | $1.1M |
| Buttonwood Financial Advisors Inc. | 0.47% | Add +18.5% | 6,628 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.66% | Reduce -4.9% | 6,616 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.7% | 6,554 | $1.1M |
| Sowell Financial Services LLC | 0.05% | New | 6,508 | $1.0M |
| Empowered Funds, LLC | 0.01% | Reduce -1.1% | 6,502 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 6,451 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Reduce -8.3% | 6,448 | $1.0M |
| Schwallier Wealth Management LLC | 0.76% | Reduce -2.4% | 6,422 | $1.0M |
| Croban | 0.94% | Add +14.5% | 6,351 | $1.0M |
| William Mack & Associates, Inc. | 0.87% | Add +31.3% | 6,320 | $1.0M |
| Smithfield Trust Co | 0.05% | Reduce -5.4% | 6,322 | $1.0M |
| Guidance Point Advisors, LLC | 0.29% | Add +0.7% | 6,213 | $997K |
| Opinicus Capital, Inc. | 0.87% | Reduce -0.6% | 6,100 | $979K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -9.3% | 6,090 | $978K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 6,084 | $977K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -38.4% | 6,051 | $972K |
| Ritholtz Wealth Management | 0.03% | Add +5.4% | 6,054 | $972K |
| Members Wealth LLC | 0.73% | Reduce -0.2% | 6,027 | $968K |
| O'ROURKE & COMPANY, Inc | 0.48% | Add +8.6% | 6,022 | $967K |
| DDFG, Inc | 0.27% | Reduce -0.3% | 6,013 | $965K |
| Magnus Financial Group LLC | 0.09% | Add +0.3% | 5,978 | $960K |
| Three Bridge Wealth Advisors, LLC | 0.33% | Add +0.2% | 5,961 | $957K |
| City Holding Co. | 0.13% | Add +1.2% | 5,945 | $954K |
| IFP Advisors, Inc | 0.03% | Reduce -7.4% | 5,923 | $951K |
| Warner Financial, Inc. | 0.41% | Add +3.3% | 5,825 | $935K |
| Strategic Financial Concepts, LLC | 0.18% | Add +2.6% | 5,819 | $934K |
| McClarren Financial Advisors, Inc. | 0.61% | New | 4,983 | $930K |
| Bluespring Wealth Management, LLC | 0.09% | Reduce -17.5% | 5,785 | $929K |
| Hexagon Capital Partners LLC | 0.18% | Reduce -0.2% | 5,777 | $927K |
| Next Level Private LLC | 0.34% | Add +0.8% | 5,769 | $926K |
| Kovack Advisors, Inc. | 0.10% | Add +8.5% | 5,766 | $926K |
| St. Louis Trust Co | 0.13% | No change | 5,745 | $922K |
| US Financial Advisors, LLC | 0.27% | Add +4.2% | 5,738 | $921K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -1.5% | 5,696 | $914K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 5,680 | $912K |
| Trustmark Bank Trust Department | 0.07% | Reduce -0.3% | 5,674 | $911K |
| Compound Planning, Inc. | 0.04% | Add +0.4% | 5,671 | $910K |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -15.0% | 5,670 | $910K |
| Prossimo Advisors, LLC | 0.68% | Reduce -0.8% | 5,656 | $908K |
| Squire Investment Management Company, LLC | 0.38% | Add +5.0% | 5,628 | $904K |
| Clearstead Advisors, LLC | 0.01% | Add +5.8% | 5,597 | $899K |
| Nalls Sherbakoff Group, LLC | 0.73% | — | 5,583 | $896K |
| Modern Wealth Management, LLC | 0.03% | Add +5.5% | 5,579 | $896K |
| Ancora Advisors LLC | 0.02% | Add +0.3% | 5,556 | $892K |
| IHT Wealth Management, LLC | 0.03% | Reduce -4.8% | 5,548 | $891K |
| FC Advisory LLC | 0.30% | Add +6.2% | 5,499 | $883K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +37.8% | 5,468 | $878K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +5.9% | 5,457 | $876K |
| Verisail Partners, LLC | 0.40% | Add +1.4% | 5,429 | $872K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 5,417 | $870K |
| Friday Financial | 0.52% | Reduce -0.0% | 5,365 | $869K |
| Franklin Resources Inc. | 0.00% | Reduce -4.0% | 5,411 | $869K |
| Topel & Distasi Wealth Management, LLC | 0.40% | Reduce -16.6% | 5,394 | $866K |
| Johnson Financial Group, Inc. | 0.04% | Add +35.9% | 5,381 | $864K |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -0.9% | 5,357 | $860K |
| Glass Jacobson Investment Advisors llc | 0.28% | No change | 5,313 | $859K |
| Citizens Financial Group Inc. | 0.02% | Add +0.7% | 5,342 | $858K |
| Ironwood Financial, llc | 0.18% | Add +31.0% | 5,325 | $855K |
| FineMark National Bank & Trust | 0.03% | Reduce -3.9% | 5,299 | $851K |
| JFS Wealth Advisors, LLC | 0.06% | Add +5.7% | 5,298 | $851K |
| Cambridge Financial Group, LLC | 0.36% | Add +0.7% | 5,314 | $847K |
| Retirement Financial Solutions, LLC | 0.33% | Add +0.7% | 5,276 | $847K |
| Lam Group, Inc. | 0.62% | No change | 5,275 | $847K |
| Country Club Bank | 0.06% | No change | 5,318 | $846K |
| Berkeley, Inc | 0.39% | Reduce -11.4% | 5,233 | $840K |
| Caprock Group, LLC | 0.03% | Reduce -24.3% | 5,178 | $831K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.9% | 5,177 | $831K |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.1% | 5,168 | $830K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +9.2% | 5,164 | $829K |
| Bishop & Co Investment Management, LLC | 0.32% | Add +19.9% | 5,147 | $826K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +4.2% | 5,115 | $821K |
| Noble Family Wealth, LLC | 0.22% | Reduce -7.2% | 5,074 | $815K |
| North Star Investment Management Corp. | 0.06% | Add +0.3% | 5,061 | $813K |
| Aaron Wealth Advisors LLC | 0.09% | Reduce -4.5% | 5,059 | $812K |
| Consolidated Portfolio Review Corp | 0.13% | Add +4.4% | 4,948 | $794K |
| Spreng Capital Management, Inc. | 0.37% | Add +3.6% | 4,908 | $788K |
| Founders Financial Alliance, LLC | 0.19% | Add +5.1% | 4,900 | $787K |
| Connecticut Wealth Management, LLC | 0.04% | New | 4,866 | $781K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -3.9% | 4,910 | $781K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.4% | 4,846 | $778K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.1% | 4,843 | $777K |
| NewEdge Wealth, LLC | 0.01% | Add +3.1% | 4,835 | $776K |
| Howe & Rusling Inc. | 0.07% | Add +10.0% | 4,829 | $775K |
| Atlas Brown,Inc. | 0.27% | Add +0.1% | 4,806 | $772K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -53.1% | 4,761 | $764K |
| Truepoint, Inc. | 0.02% | Reduce -15.8% | 4,743 | $761K |
| Colonial Trust Co / SC | 0.12% | No change | 4,735 | $760K |
| Wingate Wealth Advisors, Inc. | 0.87% | No change | 4,725 | $759K |
| Chapin Davis, Inc. | 0.26% | No change | 4,687 | $752K |
| Legacy Financial Group LLC | 0.11% | Reduce -9.5% | 4,644 | $746K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.0% | 4,633 | $744K |
| Uptick Partners, LLC | 0.25% | Reduce -3.0% | 4,580 | $735K |
| Wrapmanager Inc. | 0.19% | Reduce -0.3% | 4,554 | $731K |
| Rockingstone Advisors LLC | 0.33% | No change | 4,520 | $726K |
| Strategic Financial Partners, Ltd. | 0.37% | Reduce -1.2% | 4,428 | $711K |
| Financial Alternatives, Inc | 0.50% | No change | 4,402 | $707K |
| Meridian Financial Advisors, LLC | 0.49% | Add +0.1% | 4,357 | $699K |
| Inlight Wealth Management, LLC | 0.43% | New | 4,354 | $699K |
| Smartleaf Asset Management LLC | 0.07% | Add +383.8% | 4,349 | $692K |
| Horizon Bancorp Inc. | 0.39% | Add +48.9% | 4,279 | $687K |
| Keyvantage Wealth, LLC | 0.33% | Reduce -56.9% | 4,219 | $677K |
| Ocean Park Asset Management, LLC | 0.02% | Add +42.9% | 4,200 | $674K |
| Exchange Traded Concepts, LLC | 0.01% | Add +38.9% | 4,200 | $674K |
| WNY Asset Management, LLC | 0.08% | Reduce -0.8% | 4,177 | $671K |
| Integrated Advisors Network LLC | 0.03% | Reduce -48.8% | 4,175 | $670K |
| Compass Capital Corp. /Ma/ | 0.35% | Reduce -13.9% | 4,416 | $667K |
| Calamos Wealth Management LLC | 0.03% | Add +1.8% | 4,141 | $665K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Reduce -11.8% | 4,138 | $665K |
| Busey Bank | 0.02% | No change | 4,093 | $657K |
| Crux Wealth Advisors | 0.34% | Add +0.7% | 4,092 | $657K |
| Centaurus Financial, Inc. | 0.04% | Add +28.2% | 4,071 | $654K |
| Mma Asset Management LLC | 0.28% | Add +7.3% | 4,070 | $653K |
| One Day In July LLC | 0.07% | Add +0.2% | 4,055 | $651K |
| Pasadena Private Wealth, LLC | 0.13% | New | 4,047 | $650K |
| ERn Financial, LLC | 0.10% | Reduce -0.5% | 4,047 | $650K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 4,032 | $647K |
| Narus Financial Partners, LLC | 0.22% | Reduce -44.4% | 4,015 | $644K |
| Creekside Partners | 0.34% | Reduce -4.3% | 4,008 | $643K |
| Drucker Wealth 3.0, LLC | 0.14% | Reduce -3.0% | 4,006 | $643K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -4.5% | 3,968 | $637K |
| Parkside Financial Bank & Trust | 0.08% | Add +22.6% | 3,935 | $632K |
| PFG Investments, LLC | 0.04% | Add +22.3% | 3,922 | $630K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,909 | $628K |
| TD Private Client Wealth LLC | 0.02% | Reduce -16.8% | 3,903 | $627K |
| Investmark Advisory Group LLC | 0.31% | No change | 3,891 | $625K |
| Collaborative Wealth Managment Inc. | 0.29% | No change | 3,885 | $624K |
| Nwam LLC | 0.05% | Reduce -0.1% | 3,859 | $620K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -49.4% | 3,843 | $617K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.0% | 3,826 | $614K |
| Alliancebernstein L.P. | 0.00% | Add +8.9% | 3,780 | $607K |
| HF Advisory Group, LLC | 0.26% | Add +3.1% | 3,771 | $605K |
| Rehmann Capital Advisory Group | 0.04% | Add +36.3% | 3,765 | $604K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -31.5% | 3,753 | $603K |
| McNamara Financial Services, Inc. | 0.13% | Reduce -9.1% | 3,744 | $601K |
| BLB&B Advisors, LLC | 0.03% | Add +4.9% | 3,735 | $600K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 3,706 | $595K |
| Marcum Wealth, LLC | 0.05% | Reduce -21.1% | 3,705 | $595K |
| Aspiriant, LLC | 0.02% | No change | 3,672 | $590K |
| Courier Capital LLC | 0.04% | Add +8.9% | 3,664 | $588K |
| Yarger Wealth Strategies, LLC | 0.34% | Add +0.7% | 3,643 | $585K |
| First International Bank & Trust | 0.18% | No change | 3,636 | $584K |
| C M Bidwell & Associates Ltd. | 0.35% | No change | 3,633 | $583K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 3,625 | $582K |
| Key Financial Inc | 0.13% | No change | 3,618 | $581K |
| Continuum Advisory, LLC | 0.07% | Add +0.1% | 3,607 | $579K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +2.6% | 3,600 | $578K |
| TPG Financial Advisors, LLC | 0.25% | Reduce -5.5% | 3,574 | $574K |
| Savvy Advisors, Inc. | 0.06% | Add +29.4% | 3,551 | $570K |
| Grantvest Financial Group LLC | 0.46% | Add +4.8% | 3,549 | $570K |
| Synergy Asset Management, LLC | 0.07% | Reduce -50.0% | 3,542 | $569K |
| Lauterbach Financial Advisors, LLC | 0.35% | New | 3,540 | $568K |
| Zions Bancorporation, National Association | 0.04% | — | 3,534 | $567K |
| Legacy Capital Wealth Partners, LLC | 0.14% | No change | 3,530 | $567K |
| WP Advisors, LLC | 0.19% | Add +0.7% | 3,491 | $560K |
| Arkadios Wealth Advisors | 0.02% | Add +46.6% | 3,483 | $559K |
| S.A. Mason LLC | 0.30% | No change | 3,481 | $559K |
| Copia Wealth Management | 0.52% | No change | 3,479 | $559K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Add +0.0% | 3,478 | $558K |
| WealthTrak Capital Management LLC | 0.47% | Reduce -3.6% | 3,389 | $544K |
| Koshinski Asset Management, Inc. | 0.05% | Add +4.3% | 3,377 | $542K |
| Note Advisors, LLC | 0.45% | Reduce -20.9% | 3,376 | $542K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.8% | 3,367 | $541K |
| Tme Financial, Inc. | 0.47% | Reduce -80.9% | 3,359 | $539K |
| Private Client Services, LLC | 0.27% | Reduce -0.1% | 3,345 | $537K |
| American Money Management, LLC | 0.10% | Reduce -0.5% | 3,338 | $536K |
| QTR Family Wealth, LLC | 0.40% | — | 3,328 | $534K |
| Rialto Wealth Management, LLC | 0.17% | Reduce -9.3% | 3,315 | $532K |
| MorganRosel Wealth Management, LLC | 0.16% | Add +8.2% | 3,312 | $532K |
| Old North State Wealth Management, LLC | 0.30% | Add +19.3% | 3,296 | $531K |
| Fairscale Capital, LLC | 0.48% | Reduce -0.2% | 3,277 | $526K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +4.8% | 3,240 | $520K |
| Medallion Wealth Advisors, LLC | 0.24% | Reduce -6.8% | 3,219 | $519K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +4.7% | 3,225 | $518K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +0.8% | 3,222 | $517K |
| Keybank National Association | 0.00% | Reduce -2.7% | 3,204 | $514K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -2.7% | 3,185 | $511K |
| G2 Capital Management, LLC / Oh | 0.15% | Reduce -20.8% | 3,181 | $511K |
| GWN Securities Inc. | 0.03% | Add +53.0% | 3,169 | $509K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -13.6% | 3,166 | $508K |
| Aviso Wealth Management | 0.27% | Reduce -5.8% | 3,124 | $502K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -19.6% | 3,197 | $498K |
| Argent Advisors, Inc. | 0.17% | No change | 3,100 | $498K |
| Net Worth Advisory Group | 0.16% | Add +10.1% | 3,095 | $497K |
| Curated Wealth Partners LLC | 0.06% | Reduce -2.2% | 3,079 | $494K |
| RFG Advisory, LLC | 0.01% | Reduce -2.9% | 3,076 | $494K |
| Inspire Advisors, LLC | 0.06% | Reduce -0.6% | 3,072 | $493K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +1.8% | 3,275 | $491K |
| Beacon Financial Advisory LLC | 0.15% | Add +27.5% | 3,036 | $487K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 3,150 | $487K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 3,029 | $486K |
| OneAscent Financial Services LLC | 0.03% | New | 3,022 | $486K |
| Richards, Merrill & Peterson, Inc. | 0.25% | No change | 3,008 | $483K |
| Goelzer Investment Management, Inc. | 0.03% | Add +13.3% | 3,007 | $483K |
| First Bancorp, Inc | 0.31% | No change | 3,000 | $482K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +0.5% | 2,995 | $481K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,975 | $478K |
| Quadrature Capital Ltd | 0.01% | Add +28.5% | 2,958 | $475K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +2.6% | 2,949 | $473K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.1% | 2,947 | $473K |
| Elevation Wealth Partners, LLC | 0.20% | No change | 2,946 | $473K |
| PFG Advisors | 0.03% | Add +19.1% | 2,943 | $473K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $471K |
| Silverlake Wealth Management LLC | 0.18% | Add +14.2% | 2,913 | $468K |
| Virtue Capital Management, LLC | 0.05% | New | 2,910 | $467K |
| Yoder Wealth Management, Inc. | 0.26% | No change | 2,907 | $467K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.3% | 2,896 | $465K |
| Fulton Bank, N.A. | 0.02% | Add +11.3% | 2,895 | $465K |
| Cove Private Wealth, LLC | 0.25% | New | 2,877 | $462K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 2,865 | $460K |
| Winebrenner Capital Management LLC | 0.41% | Reduce -3.8% | 2,860 | $459K |
| Jacobi Capital Management LLC | 0.03% | Add +0.3% | 2,852 | $458K |
| BCS Wealth Management | 0.12% | No change | 2,830 | $454K |
| Professional Financial Advisors, LLC | 0.11% | Reduce -5.2% | 2,806 | $450K |
| Investments & Financial Planning, LLC | 0.29% | Add +0.4% | 2,799 | $449K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -28.1% | 2,774 | $445K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 2,964 | $444K |
| Gotham Asset Management | 0.00% | Add +49.3% | 2,755 | $442K |
| Waller Financial Planning Group, Inc. | 0.12% | Reduce -8.5% | 2,755 | $442K |
| Beckerman Institutional, LLC | 0.32% | Add +0.0% | 2,745 | $441K |
| Paulson Wealth Management Inc. | 0.12% | Reduce -10.9% | 2,746 | $441K |
| Summit Financial Strategies, Inc. | 0.04% | Add +1.0% | 2,733 | $439K |
| Signaturefd, LLC | 0.01% | Reduce -22.6% | 2,723 | $437K |
| Fiduciary Financial Group, LLC | 0.09% | Reduce -0.1% | 2,951 | $436K |
| NorthRock Partners, LLC | 0.01% | No change | 2,706 | $434K |
| Traveka Wealth, LLC | 0.24% | Add +0.0% | 2,697 | $433K |
| Richardson Financial Services Inc. | 0.33% | Add +12.0% | 2,675 | $429K |
| Essex Bank | 0.11% | Reduce -1.0% | 2,665 | $428K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -1.3% | 2,663 | $428K |
| Facet Wealth, Inc. | 0.01% | Add +87.4% | 2,704 | $427K |
| Elm Partners Management LLC | 0.03% | Add +2.4% | 2,602 | $418K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +1.8% | 2,601 | $418K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | New | 2,595 | $417K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -0.0% | 2,586 | $415K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +2001.6% | 2,585 | $415K |
| First Citizens Bank & Trust Co. | 0.01% | Add +100.8% | 2,554 | $410K |
| Oxbow Advisors, LLC | 0.04% | No change | 2,539 | $408K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Reduce -0.8% | 2,527 | $406K |
| Plancorp, LLC | 0.02% | Reduce -3.1% | 2,520 | $405K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -47.4% | 2,512 | $403K |
| Eagle Bay Advisors LLC | 0.34% | No change | 2,503 | $402K |
| Evanson Asset Management, LLC | 0.03% | Add +0.5% | 2,482 | $398K |
| Mission Wealth Management, LP | 0.01% | Add +25.1% | 2,473 | $397K |
| StoneX Group Inc. | 0.02% | Add +30.1% | 2,471 | $397K |
| BIP Wealth, LLC | 0.03% | Add +29.9% | 2,459 | $395K |
| Grant/GrossMendelsohn, LLC | 0.22% | Reduce -9.8% | 2,543 | $394K |
| Parallel Advisors, LLC | 0.01% | Add +69.9% | 2,440 | $392K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.2% | 2,438 | $391K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -39.7% | 2,426 | $390K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -1.4% | 2,424 | $389K |
| Altiora Financial Group, LLC | 0.08% | No change | 2,422 | $389K |
| Tyche Wealth Partners LLC | 0.08% | No change | 2,420 | $389K |
| Sterling Investment Counsel, LLC | 0.13% | Add +9.5% | 2,419 | $388K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +0.4% | 2,415 | $388K |
| Diversified Enterprises, LLC | 0.03% | Add +2.9% | 2,415 | $388K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.0% | 2,414 | $388K |
| Bailard, Inc. | 0.01% | Add +68.9% | 2,414 | $388K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.7% | 2,413 | $387K |
| Sonata Capital Group Inc. | 0.17% | No change | 2,400 | $385K |
| LongView Wealth Management | 0.12% | Add +23.1% | 2,395 | $384K |
| Holderness Investments Co. | 0.09% | No change | 2,390 | $384K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $380K |
| Brand Asset Management Group, Inc. | 0.16% | New | 2,333 | $375K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.6% | 2,331 | $374K |
| Klingman & Associates, LLC | 0.02% | No change | 2,317 | $372K |
| Meeder Advisory Services, Inc. | 0.02% | Add +58.6% | 2,311 | $371K |
| Archer Investment Corp | 0.10% | Reduce -0.9% | 2,301 | $369K |
| Smith Thornton Advisors LLC | 0.23% | No change | 2,298 | $369K |
| Private Trust Co. NA | 0.04% | Reduce -12.9% | 2,269 | $364K |
| Bridges Investment Management Inc. | 0.01% | Add +3.8% | 2,263 | $363K |
| Round Rock Advisors LLC | 0.07% | No change | 2,253 | $362K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -17.4% | 2,229 | $358K |
| Snider Financial Group | 0.12% | Reduce -26.8% | 2,228 | $358K |
| HSBC Holdings PLC | 0.00% | Reduce -20.0% | 2,226 | $357K |
| Forum Private Client Group LLC | 0.15% | Reduce -0.4% | 2,219 | $356K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Reduce -4.3% | 2,219 | $356K |
| Sierra Capital LLC | 0.04% | Add +0.1% | 2,209 | $355K |
| LMG Wealth Partners, LLC | 0.08% | Add +0.7% | 2,201 | $353K |
| North Capital, Inc. | 0.33% | — | 2,195 | $352K |
| Horizon Investments, LLC | 0.01% | Add +13.3% | 2,191 | $352K |
| Lowery Thomas, LLC | 0.24% | Reduce -4.1% | 2,191 | $352K |
| Western Wealth Management, LLC | 0.02% | Add +18.2% | 2,187 | $351K |
| Family Investment Center, Inc. | 0.08% | Reduce -2.0% | 2,161 | $347K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,151 | $345K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.5% | 2,151 | $345K |
| Idaho Trust Co | 0.14% | No change | 2,150 | $345K |
| Marquette Associates, Inc. | 0.35% | Add +154.7% | 2,150 | $345K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 2,139 | $343K |
| Mosaic Financial Group, LLC | 0.28% | Reduce -10.5% | 2,127 | $342K |
| United Advisor Group, LLC | 0.07% | Reduce -19.1% | 2,125 | $341K |
| Breakwater Capital Group | 0.06% | Add +2.2% | 2,122 | $341K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 2,120 | $340K |
| Comprehensive Money Management Services LLC | 0.27% | No change | 2,115 | $340K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -0.1% | 2,113 | $339K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,097 | $337K |
| Intelligence Driven Advisers, LLC | 0.06% | Reduce -2.1% | 2,092 | $336K |
| HTG Investment Advisors, Inc. | 0.14% | No change | 2,087 | $335K |
| Brooklyn FI, LLC | 0.10% | No change | 2,087 | $335K |
| Embree Financial Group | 0.06% | Reduce -0.2% | 2,078 | $334K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,060 | $331K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -3.2% | 2,059 | $331K |
| Evoke Wealth, LLC | 0.01% | New | 2,054 | $330K |
| Nikulski Financial, Inc. | 0.10% | Reduce -3.5% | 2,048 | $329K |
| Pinnacle Associates Ltd. | 0.00% | Add +20.6% | 2,048 | $329K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,047 | $329K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,042 | $328K |
| Texas Bank & Trust Co | 0.14% | Reduce -46.3% | 2,018 | $324K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -11.6% | 2,016 | $324K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,012 | $323K |
| Amara Financial, Llc. | 0.30% | Add +0.7% | 2,006 | $322K |
| waypoint wealth counsel | 0.20% | No change | 2,005 | $322K |
| Navis Wealth Advisors, LLC | 0.32% | No change | 2,000 | $321K |
| Maridea Wealth Management LLC | 0.10% | Reduce -4.7% | 1,999 | $321K |
| Richmond Investment Services, LLC | 0.17% | Add +0.3% | 1,998 | $321K |
| Curio Wealth, LLC | 0.17% | Reduce -99.7% | 7 | $320K |
| Calton & Associates, Inc. | 0.07% | New | 1,978 | $318K |
| MCF Advisors LLC | 0.02% | No change | 1,967 | $316K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,962 | $315K |
| Heritage Wealth Advisors | 0.02% | No change | 1,949 | $313K |
| Wealthspan Partners, LLC | 0.14% | No change | 1,947 | $313K |
| MAS Advisors LLC | 0.48% | Reduce -30.9% | 1,934 | $310K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,931 | $310K |
| Legacy Bridge, LLC | 0.17% | No change | 1,925 | $309K |
| Bessemer Group Inc. | 0.00% | No change | 1,925 | $309K |
| Towerpoint Wealth, LLC | 0.15% | No change | 1,909 | $306K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $305K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 1,897 | $305K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +22.7% | 1,891 | $304K |
| LWM Advisors Inc. | 0.36% | Add +28.8% | 1,896 | $302K |
| Sage Rhino Capital LLC | 0.07% | Add +1.6% | 1,878 | $302K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Reduce -17.5% | 1,868 | $300K |
| Finward Bancorp | 0.26% | No change | 1,867 | $300K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -77.9% | 1,896 | $299K |
| Eagle Harbor Asset Management Inc. | 0.30% | Reduce -5.8% | 1,861 | $299K |
| Soltis Investment Advisors LLC | 0.03% | Add +6.4% | 1,856 | $298K |
| Tsfg, LLC | 0.06% | Reduce -0.2% | 1,851 | $297K |
| Von Berge Wealth Management Group, LLC | 0.19% | Add +0.3% | 1,887 | $293K |
| Verum Partners LLC | 0.08% | No change | 1,825 | $293K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 1,816 | $292K |
| Cornerstone Planning Group LLC | 0.07% | Add +1.8% | 1,897 | $290K |
| One Capital Management, LLC | 0.01% | No change | 1,801 | $289K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -38.0% | 1,955 | $289K |
| Benchmark Wealth Management, LLC | 0.14% | Reduce -1.8% | 1,797 | $288K |
| SkyOak Wealth, LLC | 0.06% | Add +0.2% | 1,786 | $287K |
| MGB Wealth Management, LLC | 0.10% | Reduce -0.1% | 1,795 | $286K |
| Cravens & Co Advisors, LLC | 0.22% | Add +13.6% | 1,772 | $284K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.7% | 1,768 | $284K |
| Retirement Planning Group, LLC | 0.01% | Add +0.1% | 1,752 | $281K |
| Ameliora Wealth Management Ltd. | 0.11% | No change | 1,750 | $281K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $280K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | No change | 1,733 | $278K |
| Paragon Capital Management Ltd | 0.06% | New | 1,723 | $277K |
| Optivise Advisory Services LLC | 0.15% | Reduce -11.4% | 1,712 | $275K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -84.4% | 1,708 | $274K |
| CoreCap Advisors, LLC | 0.01% | Add +43.3% | 1,707 | $274K |
| Resurgent Financial Advisors LLC | 0.17% | Add +0.4% | 1,706 | $274K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.2% | 1,699 | $273K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,698 | $273K |
| Valmark Advisers, Inc. | 0.00% | Reduce -27.7% | 1,679 | $270K |
| Financial Partners Group, Inc | 0.04% | Reduce -12.1% | 1,675 | $269K |
| Sovran Advisors, LLC | 0.03% | Reduce -5.7% | 1,771 | $268K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -55.4% | 1,664 | $267K |
| Venture Visionary Partners LLC | 0.01% | Add +0.7% | 1,658 | $266K |
| Integral Investment Advisors, Inc. | 0.08% | New | 1,652 | $265K |
| Curi Capital, LLC | 0.01% | Add +27.1% | 1,647 | $264K |
| Colony Family Offices, LLC | 0.08% | No change | 1,640 | $263K |
| Private Wealth Asset Management, LLC | 0.04% | — | 1,639 | $263K |
| Lion Street Advisors, LLC | 0.08% | Add +5.6% | 1,633 | $262K |
| Prospera Capital Management, LLC | 0.17% | New | 1,631 | $262K |
| Revisor Wealth Management LLC | 0.12% | New | 1,624 | $261K |
| Comprehensive Financial Planning, Inc. | 0.25% | Add +0.5% | 1,615 | $259K |
| Financial Advocates Investment Management | 0.02% | Reduce -80.4% | 1,615 | $259K |
| Plan A Wealth LLC | 0.20% | Reduce -33.7% | 1,613 | $259K |
| Clarity Capital Advisors, LLC | 0.17% | Add +7.8% | 1,607 | $258K |
| Financial Freedom, LLC | 0.15% | Add +0.3% | 1,603 | $257K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 1,592 | $256K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Add +0.5% | 1,587 | $255K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 1,587 | $255K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.2% | 1,572 | $252K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,570 | $252K |
| Wealth Effects LLC | 0.11% | Add +0.8% | 1,568 | $252K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,567 | $252K |
| Sonora Investment Management Group, LLC | 0.02% | Add +4.2% | 1,564 | $251K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 1,556 | $250K |
| Clark Asset Management, LLC | 0.04% | No change | 1,552 | $249K |
| Roundview Capital LLC | 0.02% | No change | 1,548 | $249K |
| Factor Wealth Management LTD | 0.08% | Add +2.5% | 1,547 | $248K |
| Murphy Pohlad Asset Management LLC | 0.10% | Add +11.6% | 1,541 | $248K |
| Concord Wealth Partners | 0.04% | Add +0.7% | 1,533 | $246K |
| IFG Advisory, LLC | 0.01% | Reduce -7.3% | 1,509 | $242K |
| Caldwell Trust Co | 0.03% | Reduce -5.9% | 1,503 | $241K |
| Jane Street Group, LLC | 0.00% | New | 1,503 | $241K |
| Integris Wealth Management, LLC | 0.07% | No change | 1,500 | $241K |
| Patten & Patten Inc. | 0.02% | No change | 1,498 | $240K |
| Dodds Wealth, LLC | 0.08% | Add +0.1% | 1,498 | $240K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 1,495 | $240K |
| JPL Wealth Management, LLC | 0.07% | No change | 1,487 | $239K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.3% | 1,479 | $237K |
| TruNorth Capital Management, LLC | 0.06% | No change | 1,472 | $236K |
| Advisors Capital Management, LLC | 0.00% | Reduce -9.8% | 1,470 | $236K |
| BlackRock, Inc. | 0.00% | Add +2.7% | 1,468 | $236K |
| City State Bank | 0.08% | Reduce -4.5% | 1,467 | $236K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -50.0% | 1,467 | $236K |
| Coastline Trust Co | 0.03% | No change | 1,460 | $234K |
| Diversified Trust Co. | 0.01% | New | 1,460 | $234K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -0.4% | 1,449 | $233K |
| Kennicott Capital Management LLC | 0.15% | No change | 1,439 | $231K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +0.6% | 1,435 | $230K |
| Silver Coast Investments LLC | 0.09% | Add +5.8% | 1,430 | $230K |
| Forum Financial Management, LP | 0.00% | Reduce -4.6% | 1,420 | $228K |
| Gemmer Asset Management LLC | 0.02% | Add +0.5% | 1,419 | $228K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,419 | $228K |
| VSM Wealth Advisory, LLC | 0.08% | Add +0.2% | 1,410 | $226K |
| Blalock Williams, LLC | 0.25% | Reduce -9.6% | 1,407 | $226K |
| Sapient Capital LLC | 0.00% | New | 1,407 | $226K |
| Theory Financial LLC | 0.10% | No change | 1,406 | $226K |
| First Foundation Advisors | 0.01% | No change | 1,400 | $225K |
| Shepherd Financial Partners LLC | 0.03% | No change | 1,387 | $223K |
| Meriwether Wealth & Planning, LLC | 0.14% | Reduce -9.3% | 1,384 | $222K |
| NewSquare Capital LLC | 0.02% | No change | 1,384 | $222K |
| Robinson Smith Wealth Advisors LLC | 0.19% | Add +2.7% | 1,381 | $222K |
| Better Money Decisions, LLC | 0.15% | Add +2.0% | 1,376 | $221K |
| Gen-Wealth Partners Inc | 0.09% | No change | 1,375 | $221K |
| Creative Financial Designs Inc. | 0.02% | Reduce -17.8% | 1,372 | $220K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Add +6.8% | 1,367 | $219K |
| New England Private Wealth Advisors LLC | 0.03% | Add +3.5% | 1,367 | $219K |
| Prudent Investors Network, Inc. | 0.06% | New | 1,353 | $217K |
| Operose Advisors LLC | 0.07% | Add +0.5% | 1,353 | $217K |
| Partners in Financial Planning | 0.04% | Add +0.5% | 1,349 | $217K |
| Optima Capital LLC | 0.14% | No change | 1,347 | $216K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,345 | $216K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,341 | $215K |
| Bogart Wealth, LLC | 0.01% | No change | 1,339 | $215K |
| Noble Wealth Management PBC | 0.15% | No change | 1,333 | $214K |
| Cornerstone Advisory, LLC | 0.02% | New | 1,361 | $214K |
| Cottage Street Advisors LLC | 0.11% | Add +0.2% | 1,327 | $213K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $212K |
| Crane Advisory, LLC | 0.04% | No change | 1,412 | $211K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 1,315 | $211K |
| Fiduciary Trust Co | 0.00% | New | 1,306 | $210K |
| PBMares Wealth Management LLC | 0.04% | Reduce -1.6% | 1,295 | $208K |
| Simplicity Wealth,LLC | 0.02% | Add +0.2% | 1,284 | $206K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.3% | 1,263 | $203K |
| Bestgate Wealth Advisors, LLC | 0.42% | Reduce -0.8% | 1,255 | $201K |
| Freedom Financial Partners LLC | 0.09% | Reduce -22.5% | 1,248 | $200K |
| Colonial Trust Advisors | 0.02% | No change | 1,228 | $197K |
| Advantage Trust Co | 0.12% | No change | 1,225 | $197K |
| New Republic Capital, LLC | 0.08% | Reduce -2.8% | 1,210 | $194K |
| Pacific Center for Financial Services | 0.05% | Add +0.2% | 1,209 | $194K |
| Synergy Investment Management, LLC | 0.08% | Reduce -10.2% | 1,207 | $194K |
| Wells Financial Advisors INC | 0.27% | No change | 1,200 | $193K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +3850.0% | 1,185 | $190K |
| Sachetta, LLC | 0.08% | Reduce -18.3% | 1,177 | $189K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -10.9% | 1,176 | $189K |
| AlphaCore Capital LLC | 0.02% | New | 1,163 | $187K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $182K |
| Montag A & Associates Inc. | 0.01% | No change | 1,130 | $181K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -61.4% | 1,107 | $178K |
| 1 North Wealth Services LLC | 0.08% | New | 1,081 | $174K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.7% | 1,069 | $172K |
| Beacon Capital Management, LLC | 0.02% | Add +53.9% | 1,048 | $168K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,046 | $168K |
| HM Payson & Co. | 0.00% | Reduce -62.9% | 1,013 | $163K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 1,012 | $163K |
| First PREMIER Bank | 0.04% | No change | 981 | $157K |
| Financial Perspectives, Inc | 0.05% | No change | 951 | $153K |
| Centricity Wealth Management, LLC | 0.14% | Add +46.1% | 929 | $149K |
| Greykasell Wealth Strategies, Inc. | 0.08% | New | 919 | $148K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 913 | $147K |
| Private Wealth Management Group, LLC | 0.05% | No change | 820 | $132K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 796 | $129K |
| Opal Wealth Advisors, LLC | 0.04% | New | 799 | $128K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.9% | 783 | $126K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 769 | $123K |
| LGT Financial Advisors LLC | 0.37% | Reduce -19.3% | 751 | $121K |
| Asset Dedication, LLC | 0.01% | No change | 738 | $118K |
| Center for Financial Planning, Inc. | 0.02% | No change | 736 | $118K |
| St Germain D J Co. Inc. | 0.01% | No change | 715 | $115K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -1.9% | 712 | $114K |
| Sandy Spring Bank | 0.00% | No change | 698 | $112K |
| Holos Integrated Wealth LLC | 0.07% | No change | 695 | $112K |
| Horizon Financial Services, LLC | 0.06% | Reduce -28.9% | 693 | $111K |
| Matrix Private Capital Group LLC | 0.07% | Reduce -7.6% | 689 | $111K |
| GAMMA Investing LLC | 0.01% | No change | 676 | $109K |
| ORG Partners LLC | 0.03% | Add +23.2% | 674 | $108K |
| N.E.W. Advisory Services LLC | 0.01% | New | 670 | $108K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 668 | $107K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -12.3% | 657 | $105K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -0.3% | 653 | $105K |
| Birchbrook, Inc. | 0.06% | No change | 625 | $100K |
| Robinswood Financial LLC | 0.04% | Add +1.0% | 601 | $96K |
| Blue Trust, Inc. | 0.00% | Reduce -2.8% | 586 | $94K |
| Cloud Capital Management, LLC | 0.07% | — | 578 | $92K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 570 | $92K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +11.8% | 548 | $89K |
| Evermay Wealth Management LLC | 0.01% | Add +0.4% | 534 | $86K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.1% | 534 | $86K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 527 | $85K |
| Midwest Capital Advisors, LLC | 0.05% | Reduce -16.8% | 519 | $83K |
| GoalVest Advisory LLC | 0.02% | Reduce -11.2% | 498 | $80K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $79K |
| Parkworth Wealth Management, Inc. | 0.06% | Add +0.6% | 472 | $76K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $75K |
| 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 | $73K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -31.3% | 455 | $73K |
| Rossby Financial, LCC | 0.03% | Reduce -77.8% | 468 | $72K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 436 | $70K |
| Olistico Wealth, LLC | 0.04% | No change | 430 | $69K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $68K |
| Transce3nd, LLC | 0.03% | Reduce -3.9% | 424 | $68K |
| Capital Analysts, LLC | 0.00% | Add +39.7% | 422 | $68K |
| Cordant, Inc. | 0.04% | No change | 423 | $68K |
| Peachtree Investment Partners, LLC | 0.03% | Add +74.4% | 422 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $66K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -47.1% | 402 | $65K |
| Anchor Investment Management, LLC | 0.01% | Add +2.8% | 402 | $64K |
| 2UniFi Bank | 0.04% | No change | 378 | $63K |
| Carolina Wealth Advisors, LLC | 0.03% | Add +1014.3% | 390 | $63K |
| Nordwand Advisors, LLC | 0.02% | No change | 390 | $63K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 385 | $62K |
| FSA Wealth Management LLC | 0.02% | Reduce -74.2% | 646 | $59K |
| Wagner Wealth Management, LLC | 0.01% | New | 360 | $58K |
| SouthState Bank Corp | 0.00% | Add +59.1% | 358 | $57K |
| Fiduciary Advisors, Inc. | 0.06% | No change | 357 | $57K |
| Abound Wealth Management | 0.02% | Add +1.5% | 331 | $53K |
| American Capital Advisory, LLC | 0.03% | New | 300 | $48K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $48K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 295 | $47K |
| Lanark Financial, Inc. | 0.00% | — | 298 | $47K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 290 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +537.8% | 287 | $46K |
| Hantz Financial Services, Inc. | 0.00% | New | 285 | $46K |
| Brooklyn Investment Group | 0.01% | New | 285 | $46K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $46K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 281 | $45K |
| Sound Income Strategies, LLC | 0.00% | Add +76.6% | 279 | $45K |
| Fairman Group, LLC | 0.04% | Add +2.9% | 281 | $44K |
| Keener Financial Planning LLC | 0.03% | Reduce -15.2% | 268 | $43K |
| Rothschild Investment LLC | 0.00% | Reduce -0.4% | 266 | $43K |
| Stephens Consulting, LLC | 0.01% | No change | 256 | $41K |
| WASHINGTON TRUST Co | 0.00% | No change | 249 | $40K |
| GeoWealth Management, LLC | 0.00% | Reduce -65.3% | 247 | $40K |
| Founders Capital Management | 0.03% | No change | 246 | $39K |
| Northwest Capital Management Inc | 0.02% | No change | 237 | $38K |
| Allianz SE | 0.00% | Reduce -71.8% | 237 | $38K |
| Eukles Asset Management | 0.02% | No change | 231 | $37K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -0.4% | 230 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 228 | $37K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $36K |
| Hurley Capital, LLC | 0.03% | No change | 219 | $35K |
| 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% | Reduce -2.3% | 212 | $34K |
| Guardian Wealth Management, Inc. | 0.02% | Add +0.5% | 209 | $34K |
| Glassman Wealth Services | 0.01% | Add +474.3% | 201 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 201 | $32K |
| Realta Investment Advisors | 0.01% | No change | 200 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $32K |
| Wayfinding Financial, LLC | 0.01% | New | 203 | $32K |
| West Branch Capital LLC | 0.01% | No change | 194 | $31K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 191 | $31K |
| Accredited Wealth Management, LLC | 0.02% | Reduce -32.2% | 179 | $29K |
| Roxbury Financial LLC | 0.03% | Add +0.6% | 165 | $27K |
| Ameriflex Group, Inc. | 0.01% | Reduce -49.4% | 167 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | Add +21.0% | 167 | $27K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -23.8% | 160 | $26K |
| Addison Advisors LLC | 0.01% | No change | 146 | $23K |
| Breakwater Investment Management | 0.01% | No change | 135 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $21K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -59.6% | 120 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 109 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 109 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $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% | No change | 103 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +1.0% | 101 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 100 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 100 | $16K |
| Main Street Group, LTD | 0.01% | No change | 96 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 89 | $14K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 88 | $14K |
| Integrity Financial Corp | 0.01% | Add +70.0% | 85 | $14K |
| Pingora Partners LLC | 0.01% | No change | 78 | $13K |
| Westside Investment Management, Inc. | 0.00% | Reduce -27.6% | 76 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 73 | $12K |
| BankPlus Trust Department | 0.00% | No change | 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 |
| Cape Investment Advisory, Inc. | 0.00% | New | 66 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 63 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 62 | $10K |
| Dakota Community Bank & Trust NA | 0.04% | New | 58 | $9K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $9K |
| MilWealth Group LLC | 0.00% | No change | 58 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -46.7% | 57 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 56 | $9K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 51 | $8K |
| Graney & King, LLC | 0.01% | New | 50 | $8K |
| Compass Planning Associates Inc | 0.01% | Add +78.6% | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 49 | $8K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 45 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| Crews Bank & Trust | 0.00% | No change | 36 | $6K |
| Peoples Bank | 0.00% | No change | 35 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 35 | $5K |
| Headlands Technologies LLC | 0.00% | New | 34 | $5K |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 33 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 33 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $5K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -76.2% | 31 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $5K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 29 | $5K |
| Bristlecone Advisors, LLC | 0.00% | New | 28 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 27 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 24 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $3K |
| Capital A Wealth Management, LLC | 0.00% | New | 19 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 19 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Motco | 0.00% | No change | 17 | $3K |
| PFS Partners, LLC | 0.00% | No change | 16 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $3K |
| 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 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -96.1% | 11 | $2K |
| Kozak & Associates, Inc. | 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% | No change | 8 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $963 |
| WealthCollab, LLC | 0.00% | No change | 4 | $643 |
| Crewe Advisors LLC | 0.00% | No change | 4 | $643 |
| IAG Wealth Partners, LLC | 0.00% | New | 4 | $642 |
| Fairway Wealth LLC | 0.00% | New | 3 | $482 |
| Pacifica Partners Inc. | 0.00% | No change | 3 | $465 |
| Marshall Investment Management, LLC | 0.00% | New | 2 | $323 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 2 | $322 |
| Family Manage LLC | 0.00% | New | 2 | $321 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $321 |
| Topsail Wealth Management, LLC | 0.00% | No change | 2 | $321 |
| Van Den Berg Management I, Inc. | 0.00% | New | 1 | $161 |
| LRI Investments, LLC | 0.00% | New | 1 | $161 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $138 |
| 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.