Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q4 2025 (December 31)1,202holders +87
83new positions
51sold out
6famous investors
$175.38avg. 13F price*
At the end of Q4 2025, 1,202 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 87 from Q3 2025. 83 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($842.6M), Assetmark, Inc. ($802.6M) and Betterment LLC ($696.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q4 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $42.4M |
| Exits | 51 | $41.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,094,981 shares bought and 1,516,035 shares sold, net +1,578,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,202 holders
| Morgan Stanley | 0.05% | Reduce -0.1% | 4,750,549 | $842.6M |
| Assetmark, Inc. | 1.64% | Add +2.5% | 4,524,777 | $802.6M |
| Betterment LLC | 1.33% | Reduce -2.4% | 3,924,610 | $696.1M |
| EP Wealth Advisors, LLC | 3.60% | — | 3,906,096 | $692.8M |
| Bank of America Corp. | 0.04% | Add +2.8% | 3,122,050 | $553.8M |
| Wells Fargo & Company | 0.09% | Add +2.5% | 2,704,404 | $479.7M |
| Jones Financial Companies LLLP | 0.28% | Add +5.3% | 2,627,102 | $466.0M |
| Royal Bank of Canada | 0.08% | Reduce -3.2% | 2,549,206 | $452.2M |
| Tiaa Trust, National Association | 0.74% | Add +8.6% | 1,735,188 | $307.8M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.5% | 1,468,370 | $260.4M |
| UBS Group AG | 0.05% | Reduce -0.5% | 1,392,223 | $246.9M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.4% | 1,134,692 | $201.3M |
| Stephens Group Asset Management, LLC | 13.08% | Add +0.7% | 1,104,020 | $195.8M |
| LPL Financial LLC | 0.05% | Reduce -0.0% | 1,075,243 | $190.7M |
| FMR LLC | 0.01% | Add +12.1% | 1,038,344 | $184.2M |
| Moneta Group Investment Advisors LLC | 1.37% | Add +15.4% | 1,022,955 | $181.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.8% | 991,660 | $175.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +8.0% | 979,350 | $173.7M |
| Orgel Wealth Management, LLC | 3.32% | Add +3.3% | 847,200 | $150.3M |
| Raymond James Financial Inc. | 0.04% | Add +20.8% | 790,818 | $140.3M |
| Stifel Financial Corp. | 0.11% | Add +5.5% | 708,046 | $125.6M |
| Focus Partners Wealth | 0.14% | Reduce -0.7% | 677,184 | $119.5M |
| Vantagepoint Investment Advisers LLC | 0.89% | Add +3.9% | 623,341 | $110.6M |
| Mariner, LLC | 0.13% | Add +6.6% | 621,313 | $110.2M |
| SYM FINANCIAL Corp | 10.19% | Add +2.1% | 559,120 | $99.2M |
| Picton Mahoney Asset Management | 1.06% | Add +34.7% | 547,312 | $97.1M |
| Waverly Advisors, LLC | 0.78% | Reduce -5.0% | 542,484 | $96.2M |
| Avior Wealth Management, LLC | 2.99% | Add +0.6% | 540,826 | $95.9M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -0.9% | 514,064 | $91.2M |
| US Bancorp \de | 0.10% | Add +5.8% | 490,834 | $87.1M |
| Creative Planning | 0.06% | Reduce -0.3% | 434,362 | $77.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -3.6% | 428,227 | $76.0M |
| Cetera Investment Advisers | 0.08% | Add +5.9% | 418,098 | $74.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -42.2% | 405,710 | $72.0M |
| Truist Financial Corp. | 0.09% | Add +1.7% | 386,527 | $68.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 382,402 | $67.8M |
| Rodgers & Associates, LTD | 6.82% | Add +3.2% | 379,805 | $67.4M |
| McAdam, LLC | 2.82% | Add +5.7% | 347,264 | $61.6M |
| HighTower Advisors, LLC | 0.06% | Add +1.9% | 329,122 | $58.4M |
| Krilogy Financial LLC | 1.88% | Add +2.9% | 297,606 | $55.1M |
| Berman McAleer LLC | 7.28% | Add +2.0% | 300,489 | $53.3M |
| Private Advisor Group, LLC | 0.25% | Add +3.0% | 294,418 | $52.2M |
| Cwm, LLC | 0.13% | Add +132.6% | 272,291 | $48.3M |
| Inspirion Wealth Advisors, LLC | 5.88% | Reduce -1.4% | 270,583 | $48.0M |
| Corient Private Wealth LP | 0.06% | Add +2.3% | 268,765 | $47.7M |
| Equitable Holdings, Inc. | 0.32% | Reduce -5.9% | 266,450 | $47.3M |
| Trust Co | 4.31% | Add +1.8% | 259,101 | $46.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.6% | 245,109 | $44.7M |
| MML Investors Services, LLC | 0.10% | Add +5.0% | 242,520 | $43.0M |
| 1832 Asset Management L.P. | 0.05% | Reduce -2.4% | 239,879 | $42.5M |
| Marotta Asset Management | 7.35% | Add +0.3% | 223,866 | $39.7M |
| Kwmg, LLC | 3.11% | Add +3.2% | 203,452 | $36.1M |
| Benjamin Edwards Inc. | 0.39% | Add +5.6% | 199,974 | $35.5M |
| NewEdge Advisors, LLC | 0.13% | Add +1.6% | 196,890 | $34.9M |
| CIBC Private Wealth Group LLC | 0.06% | Add +550.5% | 193,521 | $34.3M |
| Shakespeare Wealth Management, LLC | 7.01% | Add +1.5% | 178,829 | $31.7M |
| Wilmington Savings Fund Society, FSB | 0.74% | Add +6.3% | 177,651 | $31.5M |
| Bragg Financial Advisors, Inc | 1.02% | Add +3.6% | 175,901 | $31.2M |
| WoodTrust Financial Corp | 3.59% | Add +0.1% | 173,410 | $30.8M |
| Condor Capital Management | 2.49% | Reduce -1.5% | 173,073 | $30.7M |
| Summit Financial, LLC | 0.44% | Add +1.7% | 168,721 | $29.9M |
| BNP Paribas Financial Markets | 0.02% | Add +8.5% | 164,783 | $29.2M |
| Avion Wealth | 6.06% | Reduce -2.7% | 162,867 | $28.9M |
| Cary Street Partners Financial LLC | 0.69% | Reduce -5.9% | 181,794 | $28.0M |
| BHK Investment Advisors, LLC | 9.20% | Add +12.7% | 157,777 | $28.0M |
| Falcon Wealth Planning | 2.34% | Add +3.5% | 156,945 | $27.8M |
| Bank of Montreal | 0.01% | Add +11.1% | 149,533 | $26.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -6.0% | 147,047 | $26.1M |
| Diversified Management Inc. | 6.05% | — | 146,071 | $25.9M |
| Presilium Private Wealth, LLC | 4.72% | Add +2.8% | 145,699 | $25.8M |
| Blair William & Co. | 0.07% | Add +1.6% | 140,164 | $24.9M |
| World Investment Advisors | 0.39% | Add +11.2% | 134,737 | $23.9M |
| Diesslin Group, Inc. | 9.26% | — | 131,297 | $23.3M |
| Grove Street Fiduciary, LLC | 9.71% | Reduce -0.9% | 131,018 | $23.2M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +2.7% | 130,792 | $23.2M |
| Natixis Advisors, LLC | 0.03% | Add +13.6% | 126,770 | $22.5M |
| Aire Advisors, LLC | 4.11% | Add +0.8% | 126,763 | $22.5M |
| &partners | 0.12% | Add +7.0% | 125,826 | $22.3M |
| Captrust Financial Advisors | 0.04% | Add +2.4% | 123,187 | $21.8M |
| Stephens Inc. | 0.26% | Add +2.1% | 116,248 | $20.6M |
| Arvest Investments, Inc. | 2.76% | Add +1.9% | 110,629 | $19.6M |
| First American Trust, FSB | 1.33% | Reduce -2.4% | 109,235 | $19.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.0% | 106,315 | $18.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.9% | 106,000 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.3% | 105,338 | $18.7M |
| Bryn Mawr Trust Advisors, LLC | 0.89% | Add +10.2% | 104,659 | $18.6M |
| Praetorian Wealth Management, Inc. | 3.68% | Reduce -0.1% | 104,448 | $18.5M |
| Sage Financial Group Inc. | 1.22% | Add +0.3% | 103,863 | $18.4M |
| Ledyard National Bank | 1.57% | Reduce -1.6% | 102,721 | $18.2M |
| Advisory Alpha, LLC | 0.49% | Add +1.0% | 102,199 | $18.1M |
| Cresset Asset Management, LLC | 0.08% | Add +273.9% | 101,554 | $18.0M |
| OLIO Financial Planning | 4.86% | Add +3.9% | 97,602 | $17.3M |
| Strategic Investment Advisors / MI | 1.49% | Add +15.1% | 96,806 | $17.2M |
| Mesirow Financial Investment Management, Inc. | 0.35% | Reduce -34.0% | 96,710 | $17.2M |
| Asset Management Group, Inc. | 2.76% | Add +0.7% | 96,289 | $17.1M |
| Roberts Financial Services LLC | 5.34% | Add +2.8% | 95,898 | $17.0M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -4.0% | 92,652 | $16.4M |
| Legacies Wealth LLC | 9.26% | Add +5.0% | 92,386 | $16.4M |
| ProVise Management Group, LLC | 1.15% | Add +4.2% | 91,068 | $16.2M |
| Chicago Partners Investment Group LLC | 0.40% | Add +1.4% | 87,092 | $16.1M |
| Lutz Financial Services LLC | 1.08% | Add +0.1% | 89,461 | $15.9M |
| Compton Wealth Advisory Group, LLC | 3.39% | Reduce -0.2% | 87,531 | $15.5M |
| Wealthspire Advisors, LLC | 0.12% | Add +47.4% | 87,303 | $15.5M |
| DAVENPORT & Co LLC | 0.08% | Add +1.1% | 85,383 | $15.1M |
| Evensky & Katz LLC | 0.85% | Reduce -0.7% | 85,096 | $15.1M |
| Clayton Financial Group LLC | 7.62% | Add +25.5% | 84,242 | $14.9M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.8% | 83,015 | $14.7M |
| HUB Investment Partners, LLC | 0.40% | Reduce -0.3% | 82,812 | $14.7M |
| LMCG Investments, LLC | 0.83% | Reduce -4.9% | 82,237 | $14.6M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +2.0% | 81,632 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -1.9% | 81,461 | $14.4M |
| SOA Wealth Advisors, LLC. | 2.35% | Add +18.8% | 80,151 | $14.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +31.2% | 79,444 | $14.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.9% | 77,812 | $13.8M |
| Payne Capital Management, LLC | 4.16% | Add +3.8% | 74,302 | $13.2M |
| RTD Financial Advisors, Inc. | 1.58% | Reduce -4.3% | 73,197 | $13.0M |
| Bokf, NA | 0.20% | Add +14.6% | 73,003 | $12.9M |
| Apella Capital, LLC | 0.25% | Add +2.6% | 72,598 | $12.9M |
| First Horizon Corp. | 0.57% | Add +58.8% | 72,164 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +2.4% | 71,780 | $12.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Add +0.5% | 70,003 | $12.4M |
| Associated Banc-Corp | 0.31% | Add +27.0% | 69,230 | $12.3M |
| Sepio Capital, LP | 0.67% | Add +1.0% | 68,962 | $12.2M |
| Opes Wealth Management LLC | 2.06% | Add +1.1% | 68,219 | $12.1M |
| Park Avenue Securities LLC | 0.10% | Add +6.7% | 66,515 | $11.8M |
| Eagle Strategies LLC | 1.50% | Reduce -1.6% | 66,287 | $11.8M |
| Stevens Capital Partners | 3.07% | Add +12.7% | 66,126 | $11.7M |
| Meramec Financial Planners, LLC | 4.51% | — | 60,492 | $11.6M |
| MAI Capital Management | 0.07% | Add +9.9% | 65,092 | $11.5M |
| Provident Wealth Management, LLC | 3.35% | Add +1.7% | 63,857 | $11.3M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +6.2% | 63,199 | $11.2M |
| Geneos Wealth Management Inc. | 0.27% | Add +1.9% | 63,116 | $11.2M |
| Principal Securities, Inc. | 0.17% | Add +37.3% | 62,399 | $11.1M |
| Leavell Investment Management, Inc. | 0.46% | Reduce -0.1% | 61,710 | $10.9M |
| Atlas Capital Advisors Inc. | 1.20% | — | 60,826 | $10.8M |
| D.A. Davidson & Co. | 0.07% | Add +1.6% | 60,236 | $10.7M |
| Brown Advisory Inc. | 0.01% | Add +95.1% | 59,907 | $10.6M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -2.2% | 59,509 | $10.6M |
| Gladwyn Financial Advisors, Inc. | 7.39% | Add +2.7% | 59,263 | $10.5M |
| Bleakley Financial Group, LLC | 0.18% | Add +4.2% | 58,164 | $10.3M |
| Midwest Trust Co | 0.13% | Add +5.0% | 57,353 | $10.2M |
| Scott Capital Advisors, LLC | 2.20% | Add +1.3% | 55,951 | $9.9M |
| Northern Trust Corp. | 0.00% | Add +3.0% | 55,824 | $9.9M |
| Comerica Bank | 0.04% | Add +0.9% | 55,450 | $9.8M |
| Texas Yale Capital Corp. | 0.30% | Add +0.1% | 54,914 | $9.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.72% | Add +3.3% | 54,855 | $9.7M |
| Commerce Bank | 0.05% | Reduce -0.7% | 54,515 | $9.7M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Reduce -5.8% | 54,342 | $9.6M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -1.8% | 53,313 | $9.5M |
| Highland Capital Management, LLC | 0.46% | Reduce -0.9% | 51,824 | $9.2M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -0.7% | 49,808 | $8.8M |
| Alpha Omega Wealth Management LLC | 1.43% | Add +1.4% | 48,746 | $8.6M |
| ETF Portfolio Partners, Inc. | 2.22% | Add +1.9% | 48,526 | $8.6M |
| Prosperity Planning, Inc. | 3.18% | Reduce -0.6% | 48,384 | $8.6M |
| Regal Investment Advisors LLC | 0.51% | Add +6.0% | 48,216 | $8.6M |
| CX Institutional | 0.25% | Add +2.9% | 47,867 | $8.5M |
| Alesco Advisors, LLC, An ESL Co | 0.22% | Add +2.1% | 47,622 | $8.4M |
| Ameritas Advisory Services, LLC | 0.31% | Add +464.4% | 47,094 | $8.4M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -0.7% | 46,677 | $8.3M |
| Brickley Wealth Management | 1.40% | Reduce 0.0% | 46,667 | $8.3M |
| SWAN Capital LLC | 3.16% | Reduce -5.3% | 45,826 | $8.1M |
| AE Wealth Management LLC | 0.05% | Add +7.9% | 45,619 | $8.1M |
| Sharper & Granite LLC | 2.82% | Add +1.8% | 45,150 | $8.0M |
| Allworth Financial LP | 0.03% | Add +4.7% | 45,020 | $8.0M |
| Old National Bancorp | 0.13% | Reduce -3.0% | 44,888 | $8.0M |
| Smallwood Wealth Investment Management, LLC | 4.14% | Reduce -5.2% | 44,600 | $7.9M |
| Capital Advantage, Inc. | 1.04% | Add +2.9% | 43,602 | $7.7M |
| Ally Invest Advisors Inc. | 0.53% | Add +3.8% | 43,277 | $7.7M |
| Harbor Investment Advisory, LLC | 0.57% | Add +18.5% | 42,699 | $7.6M |
| Greenup Street Wealth Management LLC | 1.09% | Add +159.9% | 42,474 | $7.5M |
| Pittenger & Anderson Inc. | 0.29% | Reduce -0.3% | 42,399 | $7.5M |
| Cranbrook Wealth Management, LLC | 1.45% | Reduce -0.3% | 41,507 | $7.4M |
| Atria Investments, Inc | 0.08% | Add +48.2% | 41,364 | $7.3M |
| Mosaic Family Wealth Partners, LLC | 0.80% | Reduce -2.0% | 41,119 | $7.3M |
| Twin Focus Capital Partners, LLC | 0.83% | Add +3.3% | 40,389 | $7.2M |
| Hilltop National Bank | 1.72% | Add +4.6% | 40,060 | $7.1M |
| Everhart Financial Group, Inc. | 0.65% | Add +10.9% | 39,572 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +8.5% | 39,456 | $7.0M |
| Weinberger Asset Management, Inc | 2.50% | Reduce -2.3% | 39,101 | $6.9M |
| Fifth Third Securities, Inc. | 0.45% | Reduce -0.6% | 39,051 | $6.9M |
| KPP Advisory Services LLC | 1.00% | Reduce -5.6% | 38,688 | $6.9M |
| Councilor Wealth, LLC | 3.19% | Add +1.0% | 38,095 | $6.8M |
| Glenview Trust Co | 0.10% | Add +41.4% | 37,959 | $6.7M |
| Inlight Wealth Management, LLC | 2.43% | Add +148.8% | 37,343 | $6.6M |
| Black Diamond Financial, LLC | 0.69% | Add +2.7% | 36,851 | $6.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.4% | 36,198 | $6.4M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.6% | 35,908 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +1205.0% | 35,691 | $6.3M |
| Bangor Savings Bank | 0.50% | Add +0.4% | 35,285 | $6.3M |
| Zeit Capital LLC | 4.22% | Reduce -0.3% | 35,238 | $6.3M |
| Accel Wealth Management | 1.68% | Reduce -1.6% | 34,587 | $6.1M |
| UMB Bank, n.a. | 0.08% | Reduce -2.5% | 34,558 | $6.1M |
| Columbia Advisory Partners LLC | 4.16% | Reduce -6.4% | 34,435 | $6.1M |
| Sollinda Capital Management LLC | 1.54% | New | 33,992 | $6.0M |
| Echo45 Advisors LLC | 3.37% | Add +2.5% | 33,263 | $5.9M |
| Wealth Enhancement Trust Services, Inc. | 0.75% | — | 33,253 | $5.9M |
| FAS Wealth Partners, Inc. | 0.38% | Add +1.0% | 33,245 | $5.9M |
| HFG Advisors, Inc. | 4.17% | Reduce -0.1% | 32,416 | $5.7M |
| Tenret Co LLC | 2.89% | Add +1.2% | 32,199 | $5.7M |
| Maltin Wealth Management, Inc. | 2.27% | Add +2.4% | 32,127 | $5.7M |
| Taylor & Morgan Wealth Management, LLC | 3.17% | Reduce -2.3% | 31,896 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +28.8% | 31,827 | $5.6M |
| Sterling Capital Management LLC | 0.09% | Add +12.1% | 31,804 | $5.6M |
| TFB Advisors LLC | 1.56% | Add +1.1% | 31,519 | $5.6M |
| Genesis Private Wealth, LLC | 1.73% | Add +3.6% | 31,430 | $5.6M |
| Forza Wealth Management, LLC | 2.01% | No change | 31,402 | $5.6M |
| Harbour Investments, Inc. | 0.11% | Add +3.1% | 31,322 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -3.8% | 30,911 | $5.5M |
| Johnson Financial Group, Inc. | 0.20% | Add +0.8% | 30,768 | $5.5M |
| King Wealth Management Group | 0.65% | Reduce -4.2% | 30,389 | $5.4M |
| IVC Wealth Advisors LLC | 2.34% | Add +3.3% | 30,320 | $5.4M |
| TAGStone Capital, Inc. | 1.98% | Add +2.3% | 30,027 | $5.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +4.5% | 29,983 | $5.3M |
| Drucker Wealth 3.0, LLC | 0.93% | Add +3.5% | 29,973 | $5.3M |
| Goepper Burkhardt LLC | 1.73% | Reduce -13.5% | 29,933 | $5.3M |
| Arax Advisory Partners | 0.15% | New | 29,933 | $5.3M |
| Alpine Bank Wealth Management | 0.75% | No change | 29,895 | $5.3M |
| Causey Wealth LLC | 2.39% | Reduce -4.2% | 29,641 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +10.2% | 29,585 | $5.2M |
| First United Bank & Trust | 1.67% | Add +5.5% | 29,498 | $5.2M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.6% | 29,232 | $5.2M |
| SOL Capital Management CO | 0.46% | Reduce -5.5% | 29,163 | $5.2M |
| Spire Wealth Management | 0.17% | Add +0.4% | 29,079 | $5.2M |
| Conquis Financial LLC | 4.40% | Add +85.2% | 28,862 | $5.1M |
| Midwest Financial Group LLC | 2.25% | Add +2.4% | 28,733 | $5.1M |
| Clear Harbor Asset Management, LLC | 0.35% | Add +6.8% | 28,655 | $5.1M |
| Whitegate Investment Counselors, Inc. | 1.59% | Add +11.2% | 28,648 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 28,348 | $5.0M |
| Bruce G. Allen Investments, LLC | 3.39% | Add +4.9% | 28,261 | $5.0M |
| Tocqueville Asset Management L.P. | 0.07% | Add +6.5% | 28,012 | $5.0M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -11.6% | 27,808 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +7.4% | 27,786 | $4.9M |
| Cathy Pareto & Associates, Inc. | 3.40% | Reduce -8.0% | 27,599 | $4.9M |
| Thrive Capital Management, LLC | 1.08% | Add +61.0% | 27,439 | $4.9M |
| SilverOak Wealth Management LLC | 0.75% | Add +131.5% | 27,156 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +10.3% | 27,051 | $4.8M |
| Eclectic Associates Inc. | 0.75% | Add +3.0% | 27,003 | $4.8M |
| AQR Capital Management | 0.00% | Add +55.6% | 26,985 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Add +27.7% | 26,933 | $4.8M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.5% | 26,915 | $4.8M |
| Collective Family Office LLC | 1.09% | Add +1.5% | 26,818 | $4.8M |
| Keystone Financial Services, LLC | 3.16% | Add +2.0% | 26,161 | $4.6M |
| Peak Retirement Planning, Inc. | 1.08% | Add +69.8% | 25,944 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.87% | Add +1.5% | 25,826 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.7% | 25,109 | $4.5M |
| LPWM LLC | 1.12% | Add +13.5% | 24,966 | $4.4M |
| JNBA Financial Advisors | 0.38% | Reduce -1.6% | 24,632 | $4.4M |
| Choreo, LLC | 0.06% | Reduce -0.8% | 24,146 | $4.3M |
| Mustard Seed Financial, LLC | 2.70% | Add +1.5% | 24,179 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.8% | 23,987 | $4.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.7% | 23,889 | $4.2M |
| Institute for Wealth Management, LLC. | 0.45% | Reduce -0.8% | 23,867 | $4.2M |
| Tacita Capital Inc | 2.45% | Reduce -0.5% | 23,851 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.1% | 23,820 | $4.2M |
| NovaPoint Capital, LLC | 1.08% | Reduce -10.9% | 23,669 | $4.2M |
| Rovin Capital /Ut/ | 1.11% | Reduce -0.6% | 23,669 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 23,495 | $4.2M |
| EverSource Wealth Advisors, LLC | 0.15% | Reduce -7.3% | 23,404 | $4.2M |
| Kohmann Bosshard Financial Services, LLC | 0.38% | Reduce -1.5% | 23,292 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Reduce -1.2% | 23,135 | $4.1M |
| Mgo One Seven LLC | 0.08% | Add +4.5% | 23,097 | $4.1M |
| Pinnacle Financial Group, LLC / IL | 1.18% | Add +1.3% | 22,965 | $4.1M |
| Savant Capital, LLC | 0.02% | Reduce -0.3% | 22,890 | $4.1M |
| Allstreet Capital Advisors LLC | 2.90% | — | 22,618 | $4.0M |
| Northwest & Ethical Investments L.P. | 0.09% | Reduce -5.2% | 22,392 | $4.0M |
| Fee-Only Financial Planning, L.C. | 2.33% | Reduce -0.4% | 22,518 | $4.0M |
| Strategic Advisors LLC | 0.62% | Add +218.9% | 22,343 | $4.0M |
| Petix & Botte Co | 0.90% | Reduce -12.9% | 22,271 | $3.9M |
| Ascent Group, LLC | 0.13% | Reduce -0.6% | 22,167 | $3.9M |
| Gilman Hill Asset Management, LLC | 0.62% | Add +4.4% | 22,158 | $3.9M |
| Veridan Wealth LLC | 1.30% | Add +1.4% | 21,759 | $3.9M |
| Stokes Family Office, LLC | 0.35% | Reduce -4.3% | 21,623 | $3.8M |
| Stillwater Capital Advisors, LLC | 0.41% | Add +17.5% | 21,570 | $3.8M |
| Ifrah Financial Services, Inc. | 0.97% | Reduce -1.3% | 21,262 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.45% | Add +99.3% | 20,690 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -36.5% | 20,856 | $3.7M |
| RoundAngle Advisors LLC | 2.69% | Add +12.6% | 20,844 | $3.7M |
| Sterling Financial Planning, Inc. | 1.11% | Add +0.9% | 20,744 | $3.7M |
| Visionary Wealth Advisors | 0.16% | Add +3.5% | 20,551 | $3.6M |
| Stage Harbor Financial, LLC | 2.44% | Reduce -0.5% | 20,432 | $3.6M |
| Envision Financial LLC | 1.91% | Reduce -3.6% | 20,382 | $3.6M |
| MSH Capital Advisors LLC | 0.77% | No change | 20,381 | $3.6M |
| Prism Advisors, Inc. | 0.94% | Reduce -30.8% | 19,938 | $3.5M |
| Integrated Capital Management, LLC | 1.46% | Reduce -1.6% | 19,196 | $3.4M |
| Cooke Wealth Management, LLC | 2.97% | — | 18,407 | $3.4M |
| Global Retirement Partners, LLC | 0.06% | Add +71.7% | 19,132 | $3.4M |
| Baring Financial LLC | 2.04% | Reduce -46.0% | 18,902 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +3.1% | 18,813 | $3.3M |
| Vise Technologies, Inc. | 0.06% | Add +250.0% | 18,563 | $3.3M |
| AIMZ Investment Advisors, LLC | 0.94% | Add +15.4% | 18,531 | $3.3M |
| White Lighthouse Investment Management Inc. | 0.46% | Reduce -0.3% | 18,525 | $3.3M |
| Culbertson A N & Co. Inc. | 0.45% | Add +10.9% | 18,416 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +9.9% | 18,381 | $3.3M |
| Founders Grove Wealth Partners, LLC | 0.73% | Add +2.3% | 18,333 | $3.3M |
| Valley National Advisers Inc. | 0.45% | Reduce -3.4% | 18,250 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +629.0% | 18,168 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.60% | Add +1.3% | 18,071 | $3.2M |
| Insigneo Advisory Services, LLC | 0.23% | No change | 18,000 | $3.2M |
| Wedmont Private Capital | 0.11% | Add +0.1% | 17,530 | $3.2M |
| Strategic Wealth Advisors LLC | 2.70% | — | 17,797 | $3.2M |
| Integrity Alliance, Llc. | 0.12% | Add +23.4% | 17,734 | $3.1M |
| Founders Financial Securities LLC | 0.18% | Add +42.5% | 17,470 | $3.1M |
| Monetary Solutions, Ltd | 3.05% | — | 17,443 | $3.1M |
| Cascade Financial Partners, LLC | 0.31% | Reduce -2.5% | 17,422 | $3.1M |
| Ellevest, Inc. | 0.43% | Add +3.5% | 17,362 | $3.1M |
| Verus Capital Partners, LLC | 0.20% | Add +39.5% | 17,199 | $3.1M |
| Avant Capital LLC | 2.09% | Reduce -5.1% | 17,199 | $3.1M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -7.1% | 17,189 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Add +5.0% | 17,012 | $3.0M |
| WealthShield Partners, LLC | 0.33% | Reduce -6.2% | 16,997 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.3% | 16,950 | $3.0M |
| Mma Asset Management LLC | 1.06% | Reduce -4.5% | 16,844 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.80% | Add +5911.1% | 16,771 | $3.0M |
| Composition Wealth, LLC | 0.04% | Reduce -1.0% | 16,670 | $3.0M |
| rebel Financial LLC | 1.26% | Add +0.0% | 16,611 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -44.8% | 16,527 | $2.9M |
| Chilton Investment Co. Inc. | 0.06% | No change | 16,420 | $2.9M |
| Flow Traders U.S. LLC | 0.10% | New | 16,336 | $2.9M |
| Grove Bank & Trust | 0.32% | Add +30.0% | 16,272 | $2.9M |
| Northern Lights Advisors, Inc. | 1.98% | — | 16,270 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.78% | Reduce -0.1% | 16,260 | $2.9M |
| Hegarty Advisors, LLC | 2.49% | — | 16,189 | $2.9M |
| Signet Financial Management, LLC | 0.32% | Reduce -3.7% | 16,086 | $2.9M |
| Bank of Hawaii | 0.14% | Add +11.9% | 16,084 | $2.9M |
| CBIZ Investment Advisory Services, LLC | 0.11% | No change | 16,027 | $2.8M |
| Tritonpoint Wealth, LLC | 0.29% | No change | 16,027 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +38.5% | 15,821 | $2.8M |
| Nicolet Bankshares Inc. | 0.45% | Add +26.5% | 15,790 | $2.8M |
| Washington Trust Advisors, Inc. | 0.21% | Add +1.6% | 15,710 | $2.8M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -0.7% | 15,663 | $2.8M |
| Westwood Wealth Management | 2.07% | New | 15,525 | $2.8M |
| Lionshead Wealth Management, LLC | 2.07% | Add +15.5% | 15,525 | $2.8M |
| Ieq Capital, LLC | 0.01% | Reduce -45.4% | 15,470 | $2.7M |
| Sagace Wealth Management LLC | 1.85% | Add +1.8% | 15,350 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -1.4% | 15,168 | $2.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 15,070 | $2.7M |
| Cooksen Wealth, LLC | 1.94% | Reduce -3.1% | 14,939 | $2.6M |
| Valley Wealth Managers, Inc. | 0.17% | Reduce -4.8% | 14,701 | $2.6M |
| Citigroup Inc. | 0.00% | Add +6.2% | 14,572 | $2.6M |
| Vanguard Group Inc. | 0.00% | Add +2.6% | 14,516 | $2.6M |
| 180 Wealth Advisors, LLC | 0.29% | Reduce -1.0% | 14,145 | $2.5M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -7.4% | 13,973 | $2.5M |
| Wealth Preservation Advisors, LLC | 1.25% | Reduce -2.1% | 13,956 | $2.5M |
| UNIVEST FINANCIAL Corp | 0.13% | Add +10.4% | 13,953 | $2.5M |
| Renaissance Technologies | 0.00% | Add +195.7% | 13,900 | $2.5M |
| Willis Johnson & Associates, Inc. | 0.15% | Reduce -6.4% | 13,806 | $2.4M |
| General American Investors Co. Inc. | 0.15% | No change | 13,700 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.0% | 13,695 | $2.4M |
| Financial Guidance Group, Inc. | 0.99% | Reduce -1.5% | 13,600 | $2.4M |
| Wealth Alliance, LLC | 0.24% | Reduce -2.0% | 13,587 | $2.4M |
| Sound Income Strategies, LLC | 0.11% | Add +4612.9% | 12,819 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +136.2% | 13,267 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +32.5% | 13,193 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -9.3% | 12,661 | $2.2M |
| Whittier Trust Co. | 0.02% | Add +21.9% | 12,214 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -4.5% | 12,543 | $2.2M |
| Granite FO LLC | 1.18% | No change | 12,460 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -5.0% | 12,377 | $2.2M |
| Veratis Advisors, Inc. | 1.73% | — | 11,387 | $2.2M |
| Fortitude Family Office, LLC | 0.51% | No change | 12,300 | $2.2M |
| Pathway Financial Advisors LLC | 0.27% | No change | 11,864 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -2.4% | 28,641 | $2.2M |
| Zhang Financial LLC | 0.08% | Add +5.1% | 12,209 | $2.2M |
| Elite Financial, Inc. | 0.98% | Add +38.3% | 12,116 | $2.1M |
| Waystone Advisors LLC | 1.83% | — | 12,027 | $2.1M |
| Michels Family Financial, LLC | 1.56% | Add +2.5% | 12,004 | $2.1M |
| Marin Bay Wealth Advisors, LLC | 1.22% | — | 11,987 | $2.1M |
| Paragon Capital Management Ltd | 0.43% | Add +341.3% | 11,941 | $2.1M |
| AMG National Trust Bank | 0.05% | No change | 11,828 | $2.1M |
| Brindle & Bay Financial Advisors, LLC | 1.40% | — | 11,824 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Add +18.0% | 11,753 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +1.6% | 11,687 | $2.1M |
| Simmons Bank | 0.14% | Reduce -1.3% | 11,631 | $2.1M |
| Net Worth Advisory Group | 0.42% | Add +267.1% | 11,587 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +11.7% | 11,512 | $2.0M |
| RMR Capital Management, LLC | 1.46% | Reduce -5.7% | 11,433 | $2.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.29% | Add +5.0% | 10,573 | $2.0M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -1.7% | 11,367 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.8% | 11,233 | $2.0M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -52.9% | 10,881 | $1.9M |
| MTM Financial Group, LLC | 0.92% | Reduce -5.8% | 10,857 | $1.9M |
| Ballentine Partners, LLC | 0.03% | Reduce -1.2% | 10,856 | $1.9M |
| Center For Asset Management LLC | 1.00% | Reduce -4.4% | 10,801 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Reduce -8.2% | 10,739 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.43% | Reduce -0.0% | 10,696 | $1.9M |
| Maimon Wealth Management LTD. | 1.75% | — | 10,630 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +0.3% | 10,565 | $1.9M |
| Legacy Edge Advisors, LLC | 0.21% | Add +32.8% | 10,564 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.7% | 10,559 | $1.9M |
| Prelude Capital Management, LLC | 0.14% | No change | 10,500 | $1.9M |
| JFS Wealth Advisors, LLC | 0.10% | Add +6.4% | 10,497 | $1.9M |
| Leading Edge Financial Planning LLC | 0.42% | New | 10,463 | $1.9M |
| Horizon Investments, LLC | 0.02% | Add +15.2% | 10,341 | $1.8M |
| Victory Financial Group, LLC | 0.23% | Add +68.7% | 10,289 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | No change | 10,285 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -3.4% | 10,230 | $1.8M |
| Jacobs Equity LLC | 1.75% | — | 10,226 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | New | 10,162 | $1.8M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 10,146 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.0% | 10,028 | $1.8M |
| Phillips Financial Management, LLC | 0.11% | Reduce -9.9% | 9,942 | $1.8M |
| Howe & Rusling Inc. | 0.12% | Add +5.7% | 9,939 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.20% | Add +3.4% | 9,910 | $1.8M |
| Total Wealth Planning, LLC | 3.75% | Reduce -94.3% | 9,877 | $1.8M |
| Insight Advisors, LLC/ PA | 0.27% | Reduce -1.1% | 9,876 | $1.8M |
| Argent Trust Co | 0.06% | Reduce -1.3% | 9,875 | $1.8M |
| Joel Isaacson & Co., LLC | 0.06% | Add +10.3% | 9,838 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -42.9% | 9,128 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +0.3% | 9,831 | $1.7M |
| Well Done, LLC | 0.26% | Reduce -1.6% | 9,705 | $1.7M |
| Centennial Advisors, LLC | 2.23% | — | 9,697 | $1.7M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.4% | 9,522 | $1.7M |
| Capital Analysts, LLC | 0.05% | Add +28.8% | 9,520 | $1.7M |
| Indivisible Partners | 0.18% | — | 9,504 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +12.2% | 9,393 | $1.7M |
| Clark Asset Management, LLC | 0.17% | Add +384.9% | 9,382 | $1.7M |
| Ironsides Asset Advisors, LLC | 0.42% | Add +0.0% | 9,274 | $1.6M |
| Sendero Wealth Management, LLC | 0.18% | New | 9,258 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.8% | 9,177 | $1.6M |
| Wolff Financial Management LLC | 0.36% | Add +0.7% | 9,147 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +8.9% | 9,145 | $1.6M |
| Mainstream Capital Management LLC | 1.06% | Reduce -8.4% | 9,119 | $1.6M |
| Ironwood Financial, llc | 0.27% | Add +9.9% | 8,811 | $1.6M |
| BKM Wealth Management, LLC | 0.59% | Add +10.4% | 9,100 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.27% | Add +0.4% | 8,999 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.25% | Add +7.2% | 8,931 | $1.6M |
| Moneco Advisors, LLC | 0.13% | Add +3.9% | 8,904 | $1.6M |
| Pacific Sun Financial Corp | 0.76% | Reduce -0.7% | 8,885 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.4% | 8,850 | $1.6M |
| Choate Investment Advisors | 0.03% | No change | 8,787 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +0.2% | 8,725 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +6.2% | 8,699 | $1.5M |
| Csenge Advisory Group | 0.07% | Reduce -1.1% | 8,668 | $1.5M |
| Nwam LLC | 0.09% | Reduce -10.8% | 8,355 | $1.5M |
| MJT & Associates Financial Advisory Group, Inc. | 1.14% | No change | 8,628 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Add +76.7% | 8,575 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -0.2% | 8,542 | $1.5M |
| Clear Creek Financial Management, LLC | 0.12% | Add +2.1% | 8,541 | $1.5M |
| Trust Co. of Vermont | 0.06% | Reduce -10.8% | 8,518 | $1.5M |
| Seeds Investor LLC | 0.29% | Add +1.2% | 8,493 | $1.5M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +215.6% | 8,434 | $1.5M |
| Arwa LLC | 0.87% | — | 8,429 | $1.5M |
| Equity Wealth Partners, LLC | 0.97% | Add +1.0% | 8,429 | $1.5M |
| Genesis Financial Group, LLC | 0.86% | — | 8,384 | $1.5M |
| Marino, Stram & Associates LLC | 0.27% | Add +5.6% | 8,302 | $1.5M |
| Buttonwood Financial Advisors Inc. | 0.49% | Add +1.9% | 8,276 | $1.5M |
| MidAtlantic Capital Management, Inc. | 0.94% | Reduce -0.9% | 8,262 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +13.1% | 8,240 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +0.5% | 8,142 | $1.4M |
| Parsons Capital Management Inc. | 0.08% | Add +11.0% | 8,119 | $1.4M |
| Revolve Wealth Partners, LLC | 0.17% | No change | 8,052 | $1.4M |
| Three Arch Wealth Management LLC | 0.27% | — | 8,031 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 8,016 | $1.4M |
| Intergy Private Wealth, LLC | 0.43% | Add +3.0% | 8,014 | $1.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.31% | No change | 7,974 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | Add +0.4% | 7,931 | $1.4M |
| East Coast Asset Management, LLC. | 0.41% | Reduce -5.4% | 7,900 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.3% | 7,889 | $1.4M |
| Acropolis Investment Management, LLC | 0.06% | Reduce -7.0% | 7,811 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -2.3% | 7,726 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.40% | Reduce -1.6% | 7,628 | $1.4M |
| Bishop & Co Investment Management, LLC | 0.44% | Reduce -0.1% | 7,450 | $1.3M |
| Evergreen Wealth Management, LLC | 0.67% | Reduce -5.2% | 7,445 | $1.3M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -0.3% | 7,418 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Reduce -1.3% | 7,394 | $1.3M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +219.8% | 7,291 | $1.3M |
| Oakworth Capital, Inc. | 0.07% | Reduce -0.0% | 7,285 | $1.3M |
| Maridea Wealth Management LLC | 0.19% | Reduce -4.2% | 7,272 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.5% | 7,246 | $1.3M |
| Dentgroup LLC | 0.88% | Reduce -0.1% | 7,221 | $1.3M |
| Nikulski Financial, Inc. | 0.31% | Add +80.6% | 7,204 | $1.3M |
| Planning Directions Inc. | 0.64% | Reduce -9.6% | 7,123 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +16.6% | 7,086 | $1.3M |
| Chemistry Wealth Management LLC | 0.23% | No change | 7,068 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +3.8% | 7,043 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +11.9% | 6,954 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +2.9% | 6,878 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.62% | No change | 6,720 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.77% | Reduce -0.8% | 6,717 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +17.2% | 6,714 | $1.2M |
| Friday Financial | 0.42% | Add +2.2% | 6,652 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.20% | Add +0.4% | 6,646 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -9.5% | 6,451 | $1.2M |
| St. Louis Trust Co | 0.13% | No change | 6,588 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +2.2% | 6,571 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Add +2.1% | 6,564 | $1.2M |
| Savvy Advisors, Inc. | 0.04% | Add +7.2% | 6,549 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.41% | Add +93.3% | 6,519 | $1.2M |
| First National Bank of Omaha | 0.03% | New | 6,465 | $1.2M |
| DeLarme Wealth Management, Inc. | 0.82% | — | 6,473 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.3% | 6,453 | $1.1M |
| American Trust | 0.09% | Add +1.0% | 6,367 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.3% | 6,335 | $1.1M |
| Warner Financial, Inc. | 0.39% | Add +0.9% | 6,306 | $1.1M |
| Guidance Point Advisors, LLC | 0.26% | Add +0.5% | 6,276 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +0.8% | 6,268 | $1.1M |
| Squire Investment Management Company, LLC | 0.33% | Add +2.8% | 6,239 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -73.4% | 6,225 | $1.1M |
| Three Bridge Wealth Advisors, LLC | 0.29% | Add +6.2% | 6,209 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 6,200 | $1.1M |
| Horizon Bancorp Inc. | 0.53% | Reduce -2.8% | 6,187 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Add +0.8% | 6,169 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +0.7% | 6,148 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +3.8% | 6,106 | $1.1M |
| Opinicus Capital, Inc. | 0.75% | Reduce -0.3% | 6,076 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.09% | Reduce -0.2% | 784,889 | $1.1M |
| City Holding Co. | 0.13% | Reduce -1.3% | 6,052 | $1.1M |
| Asset One Wealth Management LLC | 0.15% | — | 5,752 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.1% | 6,019 | $1.1M |
| Brooklyn Investment Group | 0.05% | New | 5,956 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +21.2% | 5,992 | $1.1M |
| Rockingstone Advisors LLC | 0.48% | Add +6.8% | 5,960 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +6.1% | 5,955 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -2.2% | 5,876 | $1.0M |
| Spectrum Investment Advisors, Inc. | 0.52% | New | 5,833 | $1.0M |
| DDFG, Inc | 0.23% | Reduce -1.0% | 5,824 | $1.0M |
| Members Wealth LLC | 0.65% | Reduce -9.1% | 5,562 | $1.0M |
| Next Level Private LLC | 0.27% | Add +0.2% | 5,714 | $1.0M |
| Willner & Heller, LLC | 0.72% | Reduce -1.6% | 5,685 | $1.0M |
| BCS Wealth Management | 0.10% | Add +100.0% | 5,660 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Add +4.0% | 5,600 | $993K |
| Nalls Sherbakoff Group, LLC | 0.72% | Reduce -13.5% | 5,594 | $992K |
| O'ROURKE & COMPANY, Inc | 0.39% | Reduce -2.5% | 5,587 | $991K |
| FC Advisory LLC | 0.28% | Reduce -1.5% | 5,545 | $984K |
| Heartwood Wealth Advisors LLC | 0.09% | Add +2.3% | 5,543 | $983K |
| Trustmark Bank Trust Department | 0.06% | No change | 5,515 | $978K |
| Alliancebernstein L.P. | 0.00% | Add +20.9% | 5,498 | $975K |
| Entelevest, LLC | 1.01% | — | 5,493 | $975K |
| Astra Wealth Partners LLC | 0.59% | Reduce -22.7% | 5,470 | $970K |
| Caprock Group, LLC | 0.02% | Add +4.5% | 5,458 | $968K |
| Gotham Asset Management | 0.00% | Add +18.8% | 5,454 | $967K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 5,427 | $963K |
| Financial Symmetry Inc | 0.39% | New | 5,414 | $960K |
| Retirement Financial Solutions, LLC | 0.28% | Add +1.0% | 5,358 | $950K |
| Noble Family Wealth, LLC | 0.20% | Reduce -2.3% | 5,279 | $936K |
| Lam Group, Inc. | 0.54% | No change | 5,275 | $936K |
| Ancora Advisors LLC | 0.02% | Add +0.0% | 5,223 | $926K |
| Summit Financial Strategies, Inc. | 0.08% | Add +7.1% | 5,201 | $923K |
| Legacy Financial Group LLC | 0.11% | Reduce -1.8% | 4,806 | $909K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -4.0% | 5,110 | $906K |
| Empower Advisory Group, LLC | 0.00% | Add +15.6% | 5,105 | $905K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +373.6% | 5,058 | $905K |
| XY Planning Network, Inc. | 0.16% | Add +23.1% | 5,082 | $901K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.6% | 5,020 | $890K |
| Leo Wealth, LLC | 0.06% | New | 5,011 | $889K |
| HF Advisory Group, LLC | 0.31% | Add +4.7% | 4,989 | $885K |
| Cambridge Financial Group, LLC | 0.31% | Add +11.2% | 5,077 | $883K |
| Fortis Capital Advisors, LLC | 0.13% | Reduce -2.4% | 4,974 | $882K |
| William Mack & Associates, Inc. | 0.42% | Reduce -4.7% | 4,974 | $882K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +7.2% | 4,963 | $880K |
| Schwallier Wealth Management LLC | 0.56% | Reduce -30.3% | 4,738 | $876K |
| MorganRosel Wealth Management, LLC | 0.22% | Add +13.0% | 4,918 | $872K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +3.1% | 4,917 | $872K |
| Pinnacle Bancorp, Inc. | 0.25% | Reduce -3.9% | 4,901 | $869K |
| North Star Investment Management Corp. | 0.05% | Add +0.4% | 4,878 | $865K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -51.7% | 4,874 | $864K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 4,864 | $863K |
| Wiregrass Investment Management LLC | 0.72% | — | 4,835 | $858K |
| Berkeley, Inc | 0.27% | Add +0.0% | 4,823 | $855K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +1.0% | 4,822 | $855K |
| Bluespring Wealth Management, LLC | 0.07% | No change | 4,785 | $849K |
| Wingate Wealth Advisors, Inc. | 0.47% | Add +1.1% | 4,776 | $847K |
| Synergy Asset Management, LLC | 0.09% | Reduce -65.5% | 4,771 | $846K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.7% | 4,755 | $843K |
| Chapin Davis, Inc. | 0.20% | No change | 4,706 | $835K |
| Founders Financial Alliance, LLC | 0.16% | Add +0.5% | 4,697 | $833K |
| Uptick Partners, LLC | 0.18% | Reduce -8.3% | 4,680 | $830K |
| Becker Capital Management Inc. | 0.02% | Reduce -2.7% | 4,676 | $829K |
| Kendall Capital Management | 0.17% | Reduce -4.2% | 4,625 | $820K |
| Colonial Trust Co / SC | 0.11% | No change | 4,624 | $820K |
| Texas Bank & Trust Co | 0.30% | Add +32.6% | 4,589 | $814K |
| McClarren Financial Advisors, Inc. | 0.48% | Reduce -47.8% | 2,175 | $812K |
| Calamos Wealth Management LLC | 0.03% | Add +7.8% | 4,517 | $801K |
| D. E. Shaw & Co. | 0.00% | New | 4,456 | $790K |
| Spreng Capital Management, Inc. | 0.31% | Reduce -7.7% | 4,450 | $789K |
| RFG Advisory, LLC | 0.01% | Add +59.7% | 4,417 | $783K |
| CreativeOne Wealth, LLC | 0.02% | Add +32.3% | 4,417 | $783K |
| Financial Alternatives, Inc | 0.45% | No change | 4,402 | $781K |
| One Capital Management, LLC | 0.02% | Add +116.9% | 4,319 | $766K |
| Meridian Financial Advisors, LLC | 0.42% | Reduce -1.3% | 4,304 | $763K |
| Directional Asset Management | 0.66% | — | 4,273 | $758K |
| Atlas Brown,Inc. | 0.22% | Reduce -0.1% | 4,255 | $755K |
| United Advisor Group, LLC | 0.10% | Reduce -1.2% | 4,246 | $753K |
| Strategic Financial Partners, Ltd. | 0.32% | Reduce -2.9% | 4,180 | $741K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -3.9% | 4,164 | $739K |
| Crux Wealth Advisors | 0.27% | Add +1.0% | 4,156 | $737K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Reduce -0.3% | 4,147 | $736K |
| Manchester Capital Management LLC | 0.10% | No change | 4,119 | $731K |
| Jane Street Group, LLC | 0.00% | Reduce -22.9% | 4,082 | $724K |
| AlphaCore Capital LLC | 0.02% | Add +230.5% | 4,062 | $720K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 4,053 | $719K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -81.2% | 4,048 | $718K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.0% | 4,048 | $718K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -20.1% | 4,044 | $717K |
| Busey Bank | 0.02% | Reduce -31.5% | 4,023 | $714K |
| Creekside Partners | 0.30% | Add +0.2% | 4,021 | $713K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.2% | 4,003 | $710K |
| Autumn Glory Partners, LLC | 0.25% | New | 4,001 | $710K |
| Rockbridge Investment Management, LCC | 0.07% | Add +37.6% | 3,984 | $707K |
| SVRN Asset Management, LLC | 0.58% | — | 3,980 | $706K |
| Baker Ellis Asset Management LLC | 0.08% | Reduce -21.5% | 3,900 | $692K |
| Investmark Advisory Group LLC | 0.29% | No change | 3,891 | $690K |
| Centaurus Financial, Inc. | 0.03% | Reduce -4.4% | 3,887 | $690K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -5.5% | 3,883 | $689K |
| Keyvantage Wealth, LLC | 0.29% | Reduce -0.5% | 3,871 | $687K |
| First Trust Advisors LP | 0.00% | Reduce -1.8% | 3,853 | $683K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -5.5% | 3,851 | $683K |
| Aspiriant, LLC | 0.02% | Add +4.8% | 3,849 | $683K |
| StoneX Group Inc. | 0.03% | Reduce -18.4% | 3,818 | $679K |
| IHT Wealth Management, LLC | 0.02% | Reduce -21.1% | 3,814 | $676K |
| Copia Wealth Management | 0.48% | Add +0.4% | 3,796 | $673K |
| BLB&B Advisors, LLC | 0.03% | Add +20.5% | 3,788 | $672K |
| McNamara Financial Services, Inc. | 0.13% | Add +4.5% | 3,778 | $670K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 3,769 | $669K |
| Yarger Wealth Strategies, LLC | 0.29% | Add +1.0% | 3,763 | $667K |
| TD Private Client Wealth LLC | 0.01% | Reduce -9.6% | 3,747 | $665K |
| Amara Financial, Llc. | 0.46% | Add +8.9% | 3,732 | $662K |
| FDx Advisors, Inc. | 0.34% | Reduce -17.9% | 3,733 | $662K |
| Truepoint, Inc. | 0.01% | Reduce -6.3% | 3,718 | $660K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.9% | 3,718 | $659K |
| Key Financial Inc | 0.12% | Add +1.9% | 3,704 | $657K |
| Sherman Wealth Management LLC | 0.57% | — | 3,685 | $654K |
| Richmond Investment Services, LLC | 0.11% | Reduce -0.1% | 3,663 | $650K |
| Narus Financial Partners, LLC | 0.18% | Reduce -9.5% | 3,649 | $647K |
| Passumpsic Savings Bank | 0.35% | — | 3,620 | $642K |
| Traveka Wealth, LLC | 0.26% | Add +31.9% | 3,603 | $639K |
| PFG Investments, LLC | 0.03% | Reduce -2.0% | 3,595 | $638K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.8% | 3,588 | $636K |
| Elm Partners Management LLC | 0.03% | Add +0.0% | 3,584 | $636K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +0.9% | 3,566 | $633K |
| WP Advisors, LLC | 0.16% | Add +1.0% | 3,545 | $629K |
| Brown Brothers Harriman & Co. | 0.00% | Add +73.5% | 3,542 | $628K |
| Lauterbach Financial Advisors, LLC | 0.31% | Add +0.0% | 3,541 | $628K |
| Zions Bancorporation, National Association | 0.03% | No change | 3,534 | $627K |
| ERn Financial, LLC | 0.12% | Reduce -0.4% | 3,532 | $626K |
| Independent Wealth Advisors LLC | 0.65% | — | 3,527 | $626K |
| Merited Wealth, LLC | 0.58% | — | 3,523 | $625K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,514 | $623K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -1.7% | 3,508 | $622K |
| Croban | 0.30% | Reduce -12.7% | 3,489 | $619K |
| Legacy Capital Wealth Partners, LLC | 0.13% | No change | 3,483 | $618K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +2.2% | 3,464 | $614K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.8% | 3,458 | $613K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 3,457 | $613K |
| Root Financial Partners, LLC | 0.03% | Reduce -9.0% | 3,444 | $611K |
| S.A. Mason LLC | 0.24% | No change | 3,444 | $611K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.3% | 3,429 | $608K |
| Compound Planning, Inc. | 0.02% | Add +1.3% | 3,391 | $601K |
| VSM Wealth Advisory, LLC | 0.18% | Add +133.6% | 2,507 | $595K |
| Private Client Services, LLC | 0.19% | Add +1.3% | 3,357 | $595K |
| C M Bidwell & Associates Ltd. | 0.28% | No change | 3,354 | $595K |
| Wesbanco Bank Inc. | 0.02% | Reduce -3.6% | 3,308 | $587K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,307 | $587K |
| One Day In July LLC | 0.05% | Reduce -20.2% | 3,305 | $586K |
| Curi Capital, LLC | 0.01% | Reduce -5.6% | 3,277 | $581K |
| Fiduciary Financial Group, LLC | 0.08% | Add +5.1% | 3,272 | $580K |
| Pinion Investment Advisors, LLC | 0.14% | Add +2.2% | 3,243 | $575K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Add +0.4% | 3,242 | $575K |
| Fairscale Capital, LLC | 0.38% | Add +0.3% | 3,229 | $573K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | No change | 3,218 | $571K |
| Principle Wealth Partners LLC | 0.03% | No change | 3,212 | $570K |
| Archer Investment Corp | 0.13% | Add +38.4% | 3,210 | $569K |
| Asempa Wealth Advisors | 0.49% | — | 3,200 | $568K |
| Livet Wealth, LLC | 0.35% | — | 3,180 | $564K |
| QTR Family Wealth, LLC | 0.25% | Reduce -2.9% | 2,933 | $562K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -18.7% | 3,164 | $561K |
| Winebrenner Capital Management LLC | 0.37% | Add +0.2% | 3,152 | $559K |
| Tactive Advisors, LLC | 0.16% | Reduce -27.2% | 3,133 | $556K |
| Topel & Distasi Wealth Management, LLC | 0.27% | Reduce -42.4% | 3,107 | $551K |
| Aviso Wealth Management | 0.23% | Add +3.2% | 3,104 | $551K |
| Argent Advisors, Inc. | 0.15% | No change | 3,100 | $550K |
| Beacon Financial Advisory LLC | 0.13% | Add +0.4% | 3,093 | $549K |
| Clark Financial Services Group Inc. | 0.29% | Reduce -73.9% | 3,012 | $545K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -0.7% | 3,065 | $544K |
| Continuum Advisory, LLC | 0.05% | Add +14.4% | 3,055 | $542K |
| American Money Management, LLC | 0.08% | Add +0.5% | 3,041 | $539K |
| Kelsey Financial, LLC | 0.46% | — | 3,023 | $536K |
| Curated Wealth Partners LLC | 0.06% | Add +0.0% | 3,015 | $535K |
| Richards, Merrill & Peterson, Inc. | 0.20% | No change | 3,008 | $534K |
| First Bancorp, Inc | 0.28% | No change | 3,000 | $532K |
| Silverlake Wealth Management LLC | 0.12% | Add +0.5% | 3,000 | $532K |
| Inspire Advisors, LLC | 0.05% | Reduce -2.6% | 2,994 | $531K |
| Grantvest Financial Group LLC | 0.34% | Reduce -4.8% | 2,988 | $530K |
| Facet Wealth, Inc. | 0.01% | Add +21.6% | 2,847 | $528K |
| Modern Wealth Management, LLC | 0.01% | Reduce -57.4% | 2,970 | $527K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.1% | 2,969 | $527K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,967 | $526K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.3% | 2,839 | $526K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Reduce -1.3% | 2,956 | $524K |
| Rollins Financial Advisors, LLC | 0.08% | New | 2,938 | $521K |
| BlackRock, Inc. | 0.00% | Add +20.6% | 2,937 | $521K |
| Coldstream Capital Management Inc. | 0.01% | No change | 2,935 | $521K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.1% | 2,913 | $517K |
| Yoder Wealth Management, Inc. | 0.23% | No change | 2,907 | $516K |
| Private Trust Co. NA | 0.04% | Add +7.4% | 2,896 | $514K |
| Tme Financial, Inc. | 0.36% | Add +6.9% | 2,892 | $513K |
| Professional Financial Advisors, LLC | 0.10% | Add +1.7% | 2,886 | $512K |
| Brooklyn FI, LLC | 0.11% | Add +37.9% | 2,867 | $509K |
| Jacobi Capital Management LLC | 0.03% | Add +0.5% | 2,864 | $508K |
| Diversified Enterprises, LLC | 0.03% | Add +26.1% | 2,861 | $507K |
| Old North State Wealth Management, LLC | 0.24% | Reduce -2.9% | 2,848 | $507K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,854 | $506K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Add +211.4% | 2,843 | $504K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -3.1% | 2,842 | $504K |
| Baldwin Investment Management, LLC | 0.06% | Add +0.9% | 2,833 | $503K |
| Fulton Bank, N.A. | 0.02% | Reduce -1.7% | 2,824 | $501K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.3% | 2,821 | $500K |
| MOR Wealth Management, LLC | 0.23% | — | 2,800 | $497K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +0.1% | 2,767 | $491K |
| Keybank National Association | 0.00% | Reduce -8.5% | 2,766 | $491K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -12.3% | 2,761 | $490K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.2% | 2,754 | $489K |
| Compass Capital Corp. /Ma/ | 0.19% | Reduce -9.8% | 2,531 | $484K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,731 | $484K |
| Courier Capital LLC | 0.03% | Reduce -2.5% | 2,723 | $483K |
| Payne Capital LLC | 0.49% | Reduce -5.3% | 2,704 | $480K |
| Quad-Cities Investment Group, LLC | 0.20% | Reduce -1.9% | 2,701 | $479K |
| Harpswell Capital Advisors, LLC | 0.38% | No change | 2,700 | $479K |
| Investments & Financial Planning, LLC | 0.26% | Reduce -0.5% | 2,682 | $476K |
| Integral Investment Advisors, Inc. | 0.12% | Add +28.9% | 2,675 | $475K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -2.4% | 2,665 | $473K |
| PFG Advisors | 0.02% | Reduce -37.2% | 2,643 | $469K |
| TPG Financial Advisors, LLC | 0.16% | Reduce -0.1% | 2,633 | $467K |
| Essex Bank | 0.10% | No change | 2,630 | $466K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 2,614 | $464K |
| Financial Freedom, LLC | 0.23% | Add +62.0% | 2,601 | $461K |
| Christine Messmer PC | 0.30% | — | 2,595 | $460K |
| Pacific Excel Wealth Advisors, Inc. | 0.87% | — | 2,584 | $459K |
| Evanson Asset Management, LLC | 0.02% | Add +3.6% | 2,580 | $458K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +199.2% | 2,573 | $456K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +22.3% | 2,573 | $456K |
| Capital Asset Managemnet, LLC | 0.51% | — | 2,571 | $456K |
| Elevation Wealth Partners, LLC | 0.16% | Reduce -2.1% | 2,553 | $453K |
| Jump Financial, LLC | 0.01% | New | 2,549 | $452K |
| QRG Capital Management, Inc. | 0.01% | Add +32.9% | 2,547 | $452K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Reduce -87.9% | 2,545 | $451K |
| Waller Financial Planning Group, Inc. | 0.10% | Reduce -12.0% | 2,517 | $446K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 2,515 | $446K |
| Capital Squared Financial LLC | 0.35% | Add +20.5% | 2,514 | $446K |
| Clarity Capital Advisors, LLC | 0.22% | Add +2.2% | 2,513 | $446K |
| Glaxis Capital Management, LLC | 0.76% | New | 2,500 | $443K |
| Atlatl Advisers LLC | 0.17% | No change | 2,495 | $443K |
| Western Wealth Management, LLC | 0.02% | Add +19.8% | 2,489 | $441K |
| Freestone Capital Holdings, LLC | 0.01% | Add +34.0% | 2,473 | $439K |
| Balboa Wealth Partners | 0.07% | Add +0.2% | 2,470 | $438K |
| Shade Tree Advisors LLC | 0.33% | New | 2,469 | $438K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,467 | $438K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.1% | 2,451 | $435K |
| Mission Wealth Management, LP | 0.01% | Reduce -12.5% | 2,451 | $435K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Reduce -0.1% | 2,444 | $434K |
| Bank of Marin | 0.30% | Reduce -0.7% | 2,439 | $433K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,432 | $431K |
| Tyche Wealth Partners LLC | 0.07% | No change | 2,420 | $429K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.1% | 2,417 | $429K |
| Bailard, Inc. | 0.01% | No change | 2,414 | $428K |
| LongView Wealth Management | 0.10% | No change | 2,326 | $426K |
| Sonata Capital Group Inc. | 0.15% | No change | 2,400 | $426K |
| Beckerman Institutional, LLC | 0.24% | No change | 2,390 | $424K |
| Medallion Wealth Advisors, LLC | 0.14% | Reduce -13.7% | 2,378 | $423K |
| Wrapmanager Inc. | 0.14% | Reduce -24.0% | 2,372 | $421K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $420K |
| GWN Securities Inc. | 0.08% | Reduce -4.7% | 2,350 | $417K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -1.9% | 2,337 | $415K |
| Advisors Capital Management, LLC | 0.00% | Reduce -17.7% | 2,321 | $412K |
| Nicolet Advisory Services, LLC | 0.03% | Add +9.6% | 2,243 | $411K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -3.3% | 2,312 | $410K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -5.6% | 2,299 | $408K |
| Smith Thornton Advisors LLC | 0.21% | No change | 2,298 | $408K |
| CWA Asset Management Group, LLC | 0.01% | Add +6.1% | 2,293 | $407K |
| Holderness Investments Co. | 0.08% | Add +0.0% | 2,292 | $407K |
| Crane Advisory, LLC | 0.06% | No change | 2,213 | $406K |
| Note Advisors, LLC | 0.21% | Reduce -0.4% | 2,175 | $403K |
| Revisor Wealth Management LLC | 0.11% | Add +9.3% | 2,152 | $398K |
| LMG Wealth Partners, LLC | 0.07% | Add +1.0% | 2,235 | $396K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 2,139 | $396K |
| North Capital, Inc. | 0.34% | Add +1.0% | 2,229 | $395K |
| Forum Private Client Group LLC | 0.13% | No change | 2,227 | $395K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -13.5% | 2,227 | $395K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.0% | 2,189 | $394K |
| Klingman & Associates, LLC | 0.02% | No change | 2,210 | $392K |
| Breakwater Capital Group | 0.05% | Add +3.9% | 2,195 | $389K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -40.4% | 2,190 | $388K |
| Paulson Wealth Management Inc. | 0.09% | Reduce -6.3% | 2,189 | $388K |
| Range Advisory, LLC | 0.10% | — | 2,185 | $388K |
| Family Investment Center, Inc. | 0.08% | Add +0.5% | 2,171 | $385K |
| Sierra Capital LLC | 0.04% | Add +0.2% | 2,173 | $385K |
| Compass Capital Management, Inc. | 0.02% | New | 2,170 | $385K |
| Bessemer Group Inc. | 0.00% | Reduce -14.2% | 2,147 | $381K |
| Eagle Bay Advisors LLC | 0.28% | Reduce -14.2% | 2,148 | $381K |
| MCF Advisors LLC | 0.02% | Add +9.1% | 2,146 | $381K |
| Forum Financial Management, LP | 0.00% | Add +14.5% | 2,143 | $380K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -4.2% | 2,140 | $380K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 2,139 | $379K |
| Dala Group, LLC | 0.33% | — | 2,137 | $379K |
| Eagle Harbor Asset Management Inc. | 0.31% | Reduce -2.8% | 2,134 | $378K |
| Mosaic Financial Group, LLC | 0.26% | No change | 2,127 | $377K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 2,120 | $376K |
| ARK & TLK Investments, LLC | 0.10% | No change | 2,113 | $375K |
| IFG Advisory, LLC | 0.02% | Reduce -1.1% | 2,101 | $373K |
| Fearless Solutions, LLC dba Best Invest | 0.23% | Reduce -5.4% | 2,099 | $372K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,097 | $372K |
| Oxbow Advisors, LLC | 0.03% | Reduce -7.6% | 2,096 | $372K |
| Wilkerson Advisory Group LLC | 0.13% | — | 2,093 | $371K |
| Bravias Capital Group, LLC | 0.22% | New | 2,077 | $368K |
| Deutsche Bank AG | 0.00% | Reduce -18.7% | 2,060 | $365K |
| HSBC Holdings PLC | 0.00% | New | 2,052 | $364K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,051 | $364K |
| Richardson Financial Services Inc. | 0.12% | Add +0.7% | 2,043 | $362K |
| Sapient Capital LLC | 0.01% | Add +36.7% | 2,026 | $362K |
| Evergreen Wealth Partners LLC | 0.30% | — | 2,026 | $359K |
| Greenspring Advisors, LLC | 0.02% | New | 2,018 | $358K |
| Graetz Wealth LLC | 0.33% | — | 2,018 | $358K |
| Finward Bancorp | 0.28% | Reduce -1.5% | 2,007 | $356K |
| waypoint wealth counsel | 0.13% | No change | 2,005 | $356K |
| Navis Wealth Advisors, LLC | 0.15% | No change | 2,000 | $355K |
| Embree Financial Group | 0.04% | Reduce -4.5% | 1,993 | $353K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.2% | 1,992 | $353K |
| West Bancorporation Inc. | 0.18% | Reduce -6.5% | 1,991 | $353K |
| Cordoba Advisory Partners LLC | 0.09% | — | 1,986 | $352K |
| Sage Rhino Capital LLC | 0.07% | Add +4.8% | 1,980 | $351K |
| Citadel Advisors | 0.00% | Add +0.1% | 1,980 | $351K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,979 | $351K |
| Bridges Investment Management Inc. | 0.00% | No change | 1,975 | $350K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $350K |
| Maseco LLP | 0.02% | New | 1,969 | $349K |
| Sterling Investment Counsel, LLC | 0.10% | New | 2,156 | $349K |
| OneAscent Financial Services LLC | 0.03% | Add +42.6% | 1,959 | $347K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $346K |
| Murphy Pohlad Asset Management LLC | 0.13% | Add +6.8% | 1,948 | $346K |
| Legacy Wealth Partners, LLC | 0.09% | — | 1,947 | $345K |
| Long Island Wealth Management, Inc. | 0.16% | Add +4.8% | 1,943 | $345K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -7.8% | 1,939 | $344K |
| Legacy Bridge, LLC | 0.14% | No change | 1,925 | $341K |
| Lowery Thomas, LLC | 0.19% | Add +1.0% | 1,915 | $340K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +44.5% | 1,915 | $340K |
| Idaho Trust Co | 0.11% | No change | 1,915 | $340K |
| Plancorp, LLC | 0.01% | No change | 1,906 | $338K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.3% | 1,900 | $337K |
| Biltmore Family Office, LLC | 0.05% | Reduce -13.6% | 1,899 | $337K |
| LWM Advisors Inc. | 0.30% | Add +0.1% | 1,899 | $337K |
| Factor Wealth Management LTD | 0.07% | Reduce -2.2% | 1,890 | $335K |
| Brand Asset Management Group, Inc. | 0.09% | Add +1.0% | 1,878 | $333K |
| Comprehensive Money Management Services LLC | 0.23% | No change | 1,865 | $331K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,854 | $329K |
| HTG Investment Advisors, Inc. | 0.10% | Add +0.9% | 1,850 | $328K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.3% | 1,850 | $328K |
| Cornerstone Planning Group LLC | 0.05% | Add +5.6% | 1,768 | $328K |
| Valmark Advisers, Inc. | 0.00% | Add +0.8% | 1,841 | $326K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -1.0% | 1,831 | $325K |
| Rossmore Private Capital | 0.03% | Add +1363.2% | 1,829 | $324K |
| Verum Partners LLC | 0.07% | No change | 1,825 | $324K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.8% | 1,825 | $324K |
| Wealthspire Retirement, LLC | 0.02% | New | 1,821 | $323K |
| Legacy Wealth Managment, LLC | 0.15% | Add +545.5% | 1,814 | $322K |
| Cadence Wealth Management LLC | 0.15% | Reduce -39.5% | 1,803 | $320K |
| TBH Global Asset Management, LLC | 0.05% | New | 1,105 | $320K |
| BIP Wealth, LLC | 0.01% | No change | 1,796 | $319K |
| M&T Bank Corp | 0.00% | Add +20.6% | 1,788 | $317K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,786 | $317K |
| Retirement Planning Group, LLC | 0.01% | Add +3.5% | 1,780 | $316K |
| Kennedy Capital Management LLC | 0.01% | Reduce -80.3% | 1,777 | $315K |
| Capital Investment Advisors, LLC | 0.00% | Add +24.4% | 1,774 | $315K |
| Greenleaf Trust | 0.00% | New | 1,769 | $314K |
| Ethos Financial Group, LLC | 0.02% | No change | 1,764 | $313K |
| Ameliora Wealth Management Ltd. | 0.09% | No change | 1,750 | $310K |
| Snider Financial Group | 0.08% | Reduce -22.1% | 1,735 | $308K |
| Accurate Wealth Management, LLC | 0.04% | Add +3.4% | 1,673 | $306K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +20.8% | 1,714 | $304K |
| Yeomans Consulting Group, Inc. | 0.09% | New | 1,713 | $304K |
| Advyzon Investment Management, LLC | 0.04% | Add +26.3% | 1,707 | $303K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.1% | 1,707 | $303K |
| Sovran Advisors, LLC | 0.03% | Reduce -4.1% | 1,620 | $301K |
| Venture Visionary Partners LLC | 0.01% | Add +1.0% | 1,684 | $299K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -5.5% | 1,681 | $298K |
| Outbound Financial Inc | 0.23% | No change | 1,678 | $298K |
| Orleans Capital Management Corp. | 0.18% | No change | 1,675 | $297K |
| Laffer Tengler Investments, Inc. | 0.05% | No change | 1,663 | $295K |
| Mawer Investment Management Ltd. | 0.00% | New | 1,657 | $294K |
| Bluedoor Private Wealth, LLC | 0.14% | — | 1,653 | $293K |
| Comprehensive Financial Planning, Inc. | 0.19% | Add +0.9% | 1,637 | $290K |
| Prospera Capital Management, LLC | 0.15% | No change | 1,631 | $289K |
| Ares Financial Consulting, LLC | 0.28% | — | 1,630 | $289K |
| Everest Financial Group LLC | 0.06% | — | 1,630 | $289K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -1.0% | 1,620 | $287K |
| Wealth Effects LLC | 0.09% | Add +1.4% | 1,615 | $286K |
| Cravens & Co Advisors, LLC | 0.19% | No change | 1,560 | $286K |
| Calton & Associates, Inc. | 0.04% | Reduce -13.4% | 1,607 | $285K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -3.8% | 1,606 | $285K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | Reduce -17.9% | 1,596 | $283K |
| Fisher Asset Management | 0.00% | New | 1,594 | $283K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -0.8% | 1,577 | $280K |
| Lodestone Wealth Management LLC | 0.11% | Add +4.2% | 1,577 | $280K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 1,567 | $278K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 1,556 | $276K |
| Howard Capital Management, LLC | 0.00% | New | 1,554 | $276K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,553 | $275K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.8% | 1,548 | $275K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,543 | $274K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +2.1% | 1,539 | $273K |
| Brown Financial Advisory | 0.14% | Add +4.4% | 1,527 | $271K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 1,524 | $270K |
| Quaker Wealth Management, LLC | 0.09% | Add +0.6% | 1,512 | $268K |
| Caldwell Trust Co | 0.02% | Add +2.5% | 1,509 | $268K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,508 | $267K |
| Prudent Investors Network, Inc. | 0.06% | Add +6.6% | 1,503 | $267K |
| Operose Advisors LLC | 0.06% | Add +5.0% | 1,503 | $267K |
| Cove Private Wealth, LLC | 0.08% | Reduce -72.3% | 1,500 | $266K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,500 | $266K |
| Patten & Patten Inc. | 0.02% | No change | 1,498 | $266K |
| Wealthspan Partners, LLC | 0.10% | Reduce -9.3% | 1,495 | $265K |
| Round Rock Advisors LLC | 0.04% | No change | 1,493 | $265K |
| Dodds Wealth, LLC | 0.06% | No change | 1,490 | $264K |
| Optivise Advisory Services LLC | 0.15% | Reduce -8.5% | 1,489 | $264K |
| JPL Wealth Management, LLC | 0.06% | No change | 1,487 | $264K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Add +6.5% | 1,476 | $262K |
| Synergy Investment Management, LLC | 0.09% | Add +24.5% | 1,473 | $261K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,472 | $261K |
| Opus Financial Solutions LLC | 0.25% | — | 1,469 | $261K |
| Theory Financial LLC | 0.09% | No change | 1,406 | $260K |
| City State Bank | 0.07% | No change | 1,467 | $260K |
| Coastline Trust Co | 0.02% | No change | 1,460 | $259K |
| CoreCap Advisors, LLC | 0.01% | Add +8.3% | 1,460 | $259K |
| Colony Family Offices, LLC | 0.06% | No change | 1,459 | $259K |
| Element Wealth, LLC | 0.11% | New | 1,458 | $259K |
| Panoramic Investment Advisors, LLC | 0.14% | Add +0.9% | 1,455 | $258K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 1,440 | $255K |
| Roundview Capital LLC | 0.02% | No change | 1,412 | $250K |
| 1 North Wealth Services LLC | 0.09% | Add +9.4% | 1,410 | $250K |
| Gemmer Asset Management LLC | 0.02% | Add +0.9% | 1,401 | $249K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -4.9% | 1,395 | $247K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,387 | $246K |
| Meriwether Wealth & Planning, LLC | 0.14% | No change | 1,384 | $245K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.5% | 1,371 | $243K |
| Quartz Partners, LLC | 0.09% | Add +2.4% | 1,369 | $243K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 1,311 | $240K |
| Spinnaker Investment Group, LLC | 0.04% | Reduce -23.1% | 1,348 | $239K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | Add +2.4% | 1,347 | $239K |
| Optima Capital LLC | 0.10% | No change | 1,347 | $239K |
| Robinson Smith Wealth Advisors LLC | 0.16% | Reduce -2.6% | 1,345 | $239K |
| Titleist Asset Management, LLC | 0.02% | New | 1,344 | $238K |
| Cottage Street Advisors LLC | 0.10% | Add +0.8% | 1,340 | $238K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,339 | $237K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 1,337 | $237K |
| Wedbush Securities Inc. | 0.01% | Add +6.5% | 1,334 | $237K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -3.1% | 1,325 | $235K |
| Proffitt & Goodson Inc. | 0.03% | No change | 1,323 | $235K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -6.6% | 1,322 | $234K |
| Spectrum Planning & Advisory Services Inc. | 0.12% | Add +0.8% | 1,321 | $234K |
| Ceera Investments, LLC | 0.09% | Add +7.3% | 1,320 | $234K |
| Trilogy Capital Inc. | 0.01% | Reduce -0.2% | 1,320 | $234K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 1,313 | $233K |
| Noble Wealth Management PBC | 0.12% | Reduce -1.3% | 1,301 | $231K |
| Compass Advisory Group LLC | 0.06% | Add +0.5% | 1,295 | $230K |
| Curio Wealth, LLC | 0.08% | Reduce -0.7% | 1,281 | $230K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.6% | 1,273 | $226K |
| Marquette Associates, Inc. | 0.29% | Reduce -22.5% | 1,267 | $225K |
| Blom & Howell Financial Planning, Inc. | 0.22% | — | 1,252 | $222K |
| Foundry Financial LLC | 0.12% | — | 1,245 | $221K |
| Blalock Williams, LLC | 0.17% | Reduce -12.6% | 1,230 | $218K |
| Advantage Trust Co | 0.10% | No change | 1,225 | $217K |
| Sargent Investment Group, LLC | 0.03% | New | 1,223 | $217K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,215 | $216K |
| Cahaba Wealth Management, Inc. | 0.01% | Reduce -1.9% | 1,211 | $215K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 1,210 | $215K |
| Earnest Partners LLC | 0.00% | New | 1,207 | $214K |
| CPC Advisors, LLC | 0.02% | New | 1,206 | $214K |
| CGN Advisors LLC | 0.02% | No change | 1,205 | $214K |
| Wetzel Investment Advisors, Inc. | 0.09% | New | 1,203 | $213K |
| Meredith Wealth Planning | 0.06% | Reduce -5.4% | 1,198 | $212K |
| Bogart Wealth, LLC | 0.01% | No change | 1,196 | $212K |
| Bestgate Wealth Advisors, LLC | 0.37% | Reduce -5.2% | 1,190 | $211K |
| Level Financial Advisors | 0.06% | Add +0.1% | 1,186 | $210K |
| Stirlingshire Investments, Inc. | 0.19% | — | 1,182 | $210K |
| FPC Investment Advisory, Inc. | 0.11% | No change | 1,182 | $210K |
| Kennicott Capital Management LLC | 0.10% | Reduce -17.9% | 1,181 | $209K |
| Mayfair Advisory Group, LLC | 0.08% | Reduce -5.0% | 1,168 | $209K |
| Horizon Financial Services, LLC | 0.09% | Add +16.8% | 1,167 | $207K |
| Freedom Financial Partners LLC | 0.08% | Add +0.7% | 1,165 | $207K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -17.7% | 1,162 | $206K |
| Pacific Center for Financial Services | 0.05% | No change | 1,181 | $206K |
| Invesco Ltd. | 0.00% | New | 1,160 | $206K |
| Norden Group LLC | 0.02% | New | 1,155 | $205K |
| Aberdeen Wealth Management LLC | 0.09% | New | 1,151 | $204K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,150 | $204K |
| Claro Advisors Inc. | 0.03% | New | 1,141 | $202K |
| Ellenbecker Investment Group | 0.03% | New | 1,139 | $202K |
| FFT Wealth Management LLC | 0.04% | New | 1,139 | $202K |
| Newman Dignan & Sheerar, Inc. | 0.04% | Reduce -35.9% | 1,139 | $202K |
| Sigma Investment Counselors Inc. | 0.01% | New | 1,136 | $202K |
| Financial Partners Group, Inc | 0.02% | New | 1,088 | $201K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $201K |
| Two Sigma Securities, LLC | 0.03% | New | 1,132 | $201K |
| Allred Capital Management, LLC | 0.07% | New | 1,127 | $201K |
| Montag A & Associates Inc. | 0.01% | No change | 1,130 | $200K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.5% | 1,120 | $200K |
| North Star Asset Management Inc. | 0.01% | New | 1,129 | $200K |
| MGB Wealth Management, LLC | 0.06% | Add +0.2% | 1,114 | $198K |
| Wells Financial Advisors INC | 0.37% | Reduce -7.3% | 1,099 | $195K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +1.0% | 1,075 | $191K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,022 | $181K |
| HM Payson & Co. | 0.00% | No change | 1,013 | $180K |
| GoalVest Advisory LLC | 0.03% | No change | 1,002 | $178K |
| St Germain D J Co. Inc. | 0.01% | Add +28.4% | 990 | $176K |
| First PREMIER Bank | 0.04% | No change | 981 | $174K |
| Financial Perspectives, Inc | 0.04% | No change | 929 | $165K |
| Greykasell Wealth Strategies, Inc. | 0.06% | No change | 919 | $163K |
| Larson Financial Group LLC | 0.01% | Reduce -0.4% | 908 | $161K |
| Sage Mountain Advisors LLC | 0.01% | Add +25.4% | 893 | $158K |
| Chapman Financial Group, LLC | 0.11% | No change | 889 | $158K |
| Birchbrook, Inc. | 0.08% | Add +41.8% | 886 | $157K |
| Basepoint Wealth LLC | 0.09% | New | 875 | $155K |
| Anchor Investment Management, LLC | 0.01% | Add +17.0% | 834 | $148K |
| Private Wealth Management Group, LLC | 0.04% | No change | 820 | $146K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +14.2% | 796 | $141K |
| New Republic Capital, LLC | 0.04% | Reduce -5.4% | 791 | $140K |
| Salomon & Ludwin, LLC | 0.01% | Add +4.5% | 766 | $139K |
| Colonial Trust Advisors | 0.01% | Reduce -32.1% | 781 | $139K |
| Blue Trust, Inc. | 0.00% | Reduce -11.1% | 773 | $137K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 769 | $136K |
| Matrix Private Capital Group LLC | 0.07% | Add +0.1% | 750 | $133K |
| Sunrise Financial Services, LLC | 0.10% | — | 744 | $132K |
| Center for Financial Planning, Inc. | 0.01% | No change | 736 | $131K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 725 | $129K |
| Holos Integrated Wealth LLC | 0.07% | No change | 695 | $124K |
| Hantz Financial Services, Inc. | 0.00% | Add +131.6% | 697 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 698 | $124K |
| Tradewinds Capital Management, LLC | 0.03% | Add +34050.0% | 683 | $121K |
| GAMMA Investing LLC | 0.01% | No change | 676 | $120K |
| ORG Partners LLC | 0.02% | No change | 640 | $114K |
| First Command Advisory Services, Inc. | 0.00% | Add +36.5% | 636 | $113K |
| Asset Dedication, LLC | 0.01% | Reduce -20.6% | 586 | $104K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 579 | $103K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 570 | $101K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.9% | 551 | $98K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -18.8% | 548 | $97K |
| Millstone Evans Group, LLC | 0.06% | New | 546 | $97K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 544 | $97K |
| Rossby Financial, LCC | 0.03% | Add +9.3% | 530 | $94K |
| Sachetta, LLC | 0.05% | Reduce -57.4% | 502 | $89K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $88K |
| International Assets Investment Management, LLC | 0.01% | New | 478 | $85K |
| Evermay Wealth Management LLC | 0.01% | No change | 473 | $84K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $83K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 466 | $83K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $82K |
| Concord Wealth Partners | 0.01% | Reduce -59.2% | 457 | $81K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 455 | $81K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 436 | $77K |
| Midwest Capital Advisors, LLC | 0.04% | No change | 432 | $77K |
| Olistico Wealth, LLC | 0.04% | New | 430 | $76K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $75K |
| Cordant, Inc. | 0.03% | No change | 423 | $75K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $73K |
| Wealth Watch Advisors, INC | 0.03% | Add +413.8% | 411 | $73K |
| Evolution Wealth Management Inc. | 0.06% | Reduce -19.8% | 404 | $72K |
| Modus Advisors, LLC | 0.02% | New | 398 | $71K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 384 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +31.9% | 380 | $67K |
| 2UniFi Bank | 0.03% | No change | 378 | $67K |
| Carolina Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 375 | $67K |
| Abound Wealth Management | 0.02% | Reduce -29.3% | 371 | $66K |
| Peachtree Investment Partners, LLC | 0.02% | Reduce -12.5% | 370 | $66K |
| Fiduciary Advisors, Inc. | 0.05% | No change | 357 | $63K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -0.8% | 357 | $63K |
| Trust Co. of Toledo NA | 0.01% | No change | 357 | $63K |
| Rothschild Investment LLC | 0.00% | Add +0.6% | 350 | $62K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.9% | 325 | $58K |
| Robinswood Financial LLC | 0.02% | Reduce -46.6% | 314 | $56K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $53K |
| Elyxium Wealth, LLC | 0.01% | New | 299 | $53K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.7% | 298 | $53K |
| Silver Oak Securities, Incorporated | 0.00% | New | 294 | $52K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 295 | $52K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.0% | 295 | $52K |
| Fairman Group, LLC | 0.04% | Add +0.3% | 283 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Add +330.8% | 280 | $50K |
| Eastern Bank | 0.00% | New | 272 | $48K |
| Arbor Wealth Management LLC\AZ | 0.04% | — | 272 | $48K |
| Entrust Financial LLC | 0.04% | — | 265 | $47K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -32.1% | 264 | $47K |
| Beacon Financial Strategies CORP | 0.03% | New | 258 | $46K |
| Allianz SE | 0.00% | No change | 237 | $42K |
| Bullock Wealth Management Group | 0.02% | — | 233 | $41K |
| Eukles Asset Management | 0.02% | No change | 231 | $41K |
| Caitlin John, LLC | 0.03% | Add +0.9% | 226 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $40K |
| Hurley Capital, LLC | 0.02% | Add +1.4% | 223 | $39K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $39K |
| Align Financial, LLC | 0.02% | — | 38,667 | $39K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $39K |
| Cornerstone Financial Management LLC | 0.04% | — | 217 | $38K |
| Triumph Capital Management | 0.01% | New | 207 | $37K |
| SBI Securities Co., Ltd. | 0.00% | No change | 203 | $36K |
| Hamrick Investment Counsel, llc | 0.03% | — | 200 | $35K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $35K |
| West Branch Capital LLC | 0.01% | No change | 194 | $34K |
| Crews Bank & Trust | 0.00% | Add +416.7% | 186 | $33K |
| Signature Equity Partners, LLC | 0.02% | — | 184 | $33K |
| TD Capital Management LLC | 0.00% | New | 175 | $31K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 167 | $30K |
| Roxbury Financial LLC | 0.03% | Add +0.6% | 166 | $29K |
| EPG Wealth Management LLC | 0.01% | Reduce -27.6% | 165 | $29K |
| Blueline Advisors LLC | 0.02% | — | 163 | $29K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 160 | $28K |
| NBT Bank, N.A. | 0.00% | Reduce -9.5% | 314 | $28K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 157 | $28K |
| Quent Capital, LLC | 0.00% | New | 155 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -11.9% | 148 | $26K |
| Addison Advisors LLC | 0.01% | No change | 146 | $26K |
| Breakwater Investment Management | 0.01% | No change | 135 | $24K |
| SouthState Bank Corp | 0.00% | No change | 133 | $24K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $23K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 130 | $23K |
| Wellington Grp LLC | 0.01% | — | 128 | $23K |
| HFM Investment Advisors, LLC | 0.01% | Add +284.4% | 123 | $22K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 122 | $22K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 118 | $21K |
| Grand Wealth Management, LLC | 0.01% | New | 116 | $21K |
| Sunbelt Securities, Inc. | 0.00% | No change | 111 | $20K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.9% | 110 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 109 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $19K |
| Providence Capital Advisors, LLC | 0.00% | No change | 107 | $19K |
| First Community Trust NA | 0.01% | No change | 106 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -45.4% | 100 | $18K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 100 | $18K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 94 | $17K |
| Motiv8 Investments LLC | 0.01% | New | 93 | $16K |
| Bfsg, LLC | 0.00% | No change | 90 | $16K |
| Tower View Wealth Management LLC | 0.01% | New | 87 | $15K |
| Strategic Advocates LLC | 0.00% | No change | 78 | $14K |
| Pingora Partners LLC | 0.01% | No change | 78 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | New | 75 | $13K |
| BankPlus Trust Department | 0.00% | No change | 71 | $13K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 70 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 69 | $12K |
| Planning Project LLC | 0.00% | — | 66 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 64 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 61 | $11K |
| Strive Financial Group ,LLC | 0.01% | — | 60 | $11K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $10K |
| MilWealth Group LLC | 0.00% | No change | 58 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 57 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 56 | $10K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -90.5% | 56 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 53 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 53 | $9K |
| Graney & King, LLC | 0.01% | No change | 51 | $9K |
| United Financial Planning Group LLC | 0.01% | Reduce -95.3% | 49 | $9K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $9K |
| Founders Capital Management | 0.00% | No change | 46 | $8K |
| Ballast Advisors LLC | 0.00% | New | 45 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $8K |
| Walsh & Associates, LLC | 0.01% | — | 44 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 40 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 35 | $6K |
| National Bank of Canada | 0.00% | Reduce -99.9% | 35 | $6K |
| Investors Research Corp | 0.00% | No change | 32 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $5K |
| RHL Group, LLC | 0.00% | — | 28 | $5K |
| SHP Wealth Management | 0.00% | — | 27 | $5K |
| Sittner & Nelson, LLC | 0.00% | New | 25 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 26 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 25 | $4K |
| Integrity Financial Corp | 0.00% | Reduce -50.0% | 25 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | New | 24 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 22 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 22 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 21 | $4K |
| Kennebec Savings Bank | 0.00% | Reduce -61.5% | 20 | $4K |
| Team Financial Group, LLC | 0.00% | No change | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Motco | 0.00% | No change | 17 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $3K |
| PFS Partners, LLC | 0.00% | No change | 17 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -57.6% | 14 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +200.0% | 12 | $2K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Navalign, LLC | 0.00% | New | 11 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 9 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 8 | $1K |
| CDKV Holdings LLC | 0.00% | — | 8 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 7 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $1K |
| Longview Financial Advisors LLC | 0.00% | New | 5 | $887 |
| Stone House Investment Management, LLC | 0.00% | New | 4 | $713 |
| WealthCollab, LLC | 0.00% | No change | 4 | $710 |
| IAG Wealth Partners, LLC | 0.00% | No change | 4 | $709 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $537 |
| MidFirst Bank | 0.00% | — | 3 | $532 |
| Compass Financial Services Inc | 0.00% | No change | 2 | $360 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $355 |
| Topsail Wealth Management, LLC | 0.00% | No change | 2 | $355 |
| Alerus Financial NA | 0.00% | No change | 2 | $355 |
"% 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.