Vanguard Russell 1000 GrowthVONGETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 866 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 9 from Q4 2025. 80 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($8.3B), UBS Group AG ($3.2B) and LPL Financial LLC ($1.8B). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $89.4M |
| Exits | 68 | $70.4M |
All 13F filers, Q4 2025 → Q1 2026: 76,370,031 shares bought and 9,935,327 shares sold, net +66,434,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 866 holders
| Bank of America Corp. | 0.61% | Add +48.5% | 76,119,779 | $8.3B |
| UBS Group AG | 0.56% | Add +671.3% | 28,823,535 | $3.2B |
| LPL Financial LLC | 0.49% | Add +105.3% | 16,782,350 | $1.8B |
| Morgan Stanley | 0.06% | Add +12.5% | 9,736,578 | $1.1B |
| Cetera Investment Advisers | 1.11% | Reduce -7.0% | 9,492,332 | $1.0B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.39% | — | 5,659,298 | $620.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Add +411.6% | 5,184,899 | $568.7M |
| Envestnet Asset Management Inc. | 0.15% | Add +48.1% | 5,066,913 | $555.8M |
| Wells Fargo & Company | 0.09% | Add +0.3% | 4,240,387 | $465.1M |
| Ameriprise Financial Inc. | 0.10% | Reduce -0.0% | 3,975,193 | $435.8M |
| Citigroup Inc. | 0.25% | Add +2.9% | 3,592,959 | $394.1M |
| Sequoia Financial Advisors, LLC | 2.14% | Reduce -1.8% | 3,481,927 | $381.9M |
| Raymond James Financial Inc. | 0.11% | Add +0.2% | 3,114,782 | $341.7M |
| Equitable Holdings, Inc. | 2.12% | Reduce -44.0% | 1,556,697 | $328.9M |
| Creative Planning | 0.16% | Add +1668.2% | 2,150,175 | $235.9M |
| SageView Advisory Group, LLC | 8.27% | Add +1.8% | 2,063,070 | $226.3M |
| Commonwealth Equity Services, LLC | 0.31% | Add +1.5% | 2,014,742 | $221.0M |
| Jones Financial Companies LLLP | 0.11% | Add +34.6% | 2,077,244 | $220.6M |
| Truist Financial Corp. | 0.29% | Add +0.7% | 1,954,543 | $214.4M |
| HighTower Advisors, LLC | 0.22% | Add +2.5% | 1,870,728 | $205.2M |
| Janney Montgomery Scott LLC | 0.49% | Add +13.9% | 1,803,853 | $197.9M |
| Jabodon PT Co. | 20.84% | Add +12.0% | 1,634,211 | $179.3M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.8% | 1,382,090 | $151.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +125.8% | 1,308,614 | $143.5M |
| Royal Bank of Canada | 0.03% | Add +17.7% | 1,288,656 | $141.4M |
| Pathstone Holdings, LLC | 0.55% | Add +8.9% | 1,251,581 | $137.3M |
| Fifth Third Bancorp | 0.25% | Add +111.7% | 1,247,760 | $136.9M |
| Prudential Financial Inc. | 0.15% | Reduce -3.5% | 1,131,214 | $124.1M |
| Quent Capital, LLC | 8.52% | Add +4.0% | 1,095,021 | $120.1M |
| Beacon Pointe Advisors, LLC | 0.62% | Add +24.3% | 1,073,317 | $117.7M |
| Cerity Partners LLC | 0.15% | Add +19.5% | 991,753 | $108.8M |
| JPMorgan Chase & Co. | 0.01% | Add +50.9% | 1,007,536 | $106.5M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.5% | 960,375 | $105.3M |
| Corient Private Wealth LP | 0.14% | Reduce -10.3% | 907,508 | $99.4M |
| Aaron Wealth Advisors LLC | 5.47% | Add +19.6% | 863,072 | $94.7M |
| Apollon Wealth Management, LLC | 1.51% | Reduce -3.7% | 846,825 | $92.9M |
| Silvercrest Asset Management Group LLC | 0.61% | Reduce -18.9% | 775,133 | $85.0M |
| Cresset Asset Management, LLC | 0.34% | Add +66.2% | 720,571 | $79.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +96.4% | 716,080 | $78.5M |
| Global Strategic Investment Solutions, LLC | 7.50% | Add +9.7% | 695,315 | $76.3M |
| LPWM LLC | 18.28% | Add +0.1% | 660,553 | $72.5M |
| WestHill Financial Advisors, Inc. | 13.73% | Add +4.7% | 654,798 | $71.8M |
| 93 Financial Group, LLC | 29.31% | Add +1.3% | 599,199 | $65.7M |
| SCS Capital Management LLC | 0.68% | Reduce -6.4% | 581,773 | $63.8M |
| Wealthquest Corp | 4.30% | Reduce -5.1% | 552,802 | $60.6M |
| Waldron Private Wealth LLC | 2.34% | Add +1.5% | 546,367 | $59.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.55% | Add +5.2% | 537,037 | $58.9M |
| Valley Wealth Managers, Inc. | 3.76% | Add +11.4% | 531,649 | $58.3M |
| Captrust Financial Advisors | 0.10% | Add +1.9% | 588,709 | $58.0M |
| Hapanowicz & Associates Financial Services, Inc | 23.03% | Add +1.7% | 527,960 | $57.9M |
| Nadler Financial Group, Inc. | 5.51% | Reduce -1.6% | 521,411 | $57.2M |
| Modera Wealth Management, LLC | 0.66% | Add +1.4% | 499,341 | $54.8M |
| Mariner, LLC | 0.06% | Add +10.0% | 464,754 | $51.0M |
| Assetmark, Inc. | 0.10% | Add +0.3% | 457,066 | $50.1M |
| Alliance Wealth Advisors, LLC | 10.81% | Add +71.3% | 454,592 | $49.9M |
| Stephens Inc. | 0.61% | Add +21.0% | 441,472 | $48.4M |
| Snowden Capital Advisors LLC | 1.29% | Add +2.5% | 440,360 | $48.3M |
| One Capital Management, LLC | 1.25% | Add +144.0% | 416,362 | $45.7M |
| Apella Capital, LLC | 0.65% | Add +29.9% | 355,648 | $43.6M |
| Clearstead Advisors, LLC | 0.39% | Reduce -28.7% | 391,535 | $42.9M |
| Tiaa Trust, National Association | 2.57% | Reduce -91.9% | 386,161 | $42.4M |
| Citizens & Northern Corp. | 10.52% | Add +4.6% | 384,641 | $42.2M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 375,591 | $41.2M |
| CIBC Bancorp USA Inc. | 0.05% | — | 366,453 | $40.1M |
| Parkside Financial Bank & Trust | 3.03% | Add +6.1% | 359,732 | $39.5M |
| Commerce Bank | 0.19% | Add +0.0% | 359,470 | $39.4M |
| Natixis Advisors, LLC | 0.05% | Add +297.2% | 355,836 | $39.0M |
| Pacific Life Fund Advisors LLC | 4.35% | Add +7.0% | 345,222 | $37.9M |
| Tolleson Wealth Management, Inc. | 5.44% | Add +47.8% | 340,015 | $37.3M |
| Wealthspire Retirement, LLC | 2.23% | Add +3.0% | 339,365 | $37.2M |
| Lido Advisors, LLC | 0.14% | Reduce -7.5% | 330,905 | $36.3M |
| NewEdge Advisors, LLC | 0.13% | Reduce -6.8% | 330,187 | $36.2M |
| LVW Advisors, LLC | 3.42% | Reduce -22.5% | 319,679 | $35.1M |
| Steele Capital Management, Inc. | 1.39% | Add +1.5% | 306,128 | $33.6M |
| Windward Private Wealth Management Inc. | 11.39% | Add +2.6% | 300,323 | $32.9M |
| Cynosure Group, LLC | 4.00% | Add +7637.3% | 262,913 | $32.0M |
| Atlantic Union Bankshares Corp | 0.61% | Add +13.4% | 291,387 | $32.0M |
| TD Private Client Wealth LLC | 0.66% | Add +20.6% | 290,288 | $31.8M |
| First National Bank of Omaha | 0.95% | Add +8.1% | 290,126 | $30.7M |
| D.A. Davidson & Co. | 0.19% | Reduce -0.8% | 279,252 | $30.6M |
| MML Investors Services, LLC | 0.08% | Reduce -20.5% | 275,151 | $30.2M |
| Nicolet Bankshares Inc. | 1.07% | New | 265,499 | $29.1M |
| Creative Financial Designs Inc. | 1.76% | Reduce -9.0% | 263,711 | $28.9M |
| Private Advisor Group, LLC | 0.13% | Add +4.0% | 252,935 | $27.7M |
| Summit Financial Strategies, Inc. | 2.15% | Add +227.2% | 248,740 | $27.3M |
| Highland Financial Advisors, LLC | 7.15% | Add +8.3% | 246,834 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -33.1% | 240,818 | $26.7M |
| Haverford Trust Co | 0.24% | Add +43.8% | 236,938 | $26.0M |
| Exchange Traded Concepts, LLC | 0.20% | Add +5.4% | 235,754 | $25.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.4% | 221,330 | $24.3M |
| M&T Bank Corp | 0.08% | Add +61.7% | 219,474 | $24.1M |
| &partners | 0.12% | Add +6.4% | 218,649 | $24.0M |
| Condor Capital Management | 1.99% | Reduce -0.7% | 216,794 | $23.8M |
| Ieq Capital, LLC | 0.11% | Reduce -0.9% | 210,556 | $23.1M |
| Cambridge Associates LLC /Ma/ | 0.36% | No change | 208,274 | $22.8M |
| Arrowroot Family Office, LLC | 7.49% | Add +6.8% | 206,674 | $22.7M |
| Bernardo Wealth Planning LLC | 4.40% | Add +1.4% | 204,728 | $22.5M |
| Wealth Dimensions Group, Ltd. | 4.41% | Add +2.2% | 204,331 | $22.4M |
| Perkins Coie Trust Co | 4.27% | Add +1.9% | 202,524 | $22.2M |
| Advisors Capital Management, LLC | 0.26% | Add +23.1% | 197,948 | $21.7M |
| Elite Financial, Inc. | 9.56% | Reduce -1.4% | 194,373 | $21.3M |
| Glenmede Trust Co. NA | 0.10% | Reduce -15.2% | 189,170 | $20.8M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +6.4% | 184,848 | $20.3M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 182,935 | $20.1M |
| HBK Sorce Advisory LLC | 0.40% | Reduce -6.9% | 155,213 | $19.7M |
| Evergreen Wealth Partners LLC | 14.32% | Add +0.7% | 170,887 | $18.7M |
| HB Wealth Management, LLC | 0.12% | Add +0.9% | 170,845 | $18.7M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Add +68.8% | 168,410 | $18.5M |
| Procyon Advisors, LLC | 0.88% | Add +35.6% | 163,154 | $17.9M |
| Keybank National Association | 0.07% | Add +0.8% | 162,334 | $17.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.9% | 159,489 | $17.5M |
| Fifth Third Securities, Inc. | 1.13% | Add +53.4% | 159,274 | $17.5M |
| Focus Partners Wealth | 0.02% | Add +538.2% | 157,300 | $17.3M |
| Advisors Preferred, LLC | 2.49% | Add +33.2% | 153,990 | $16.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -74.1% | 153,900 | $16.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +39.7% | 150,664 | $16.5M |
| Yarger Wealth Strategies, LLC | 6.59% | Reduce -15.3% | 148,173 | $16.3M |
| Lebenthal Global Advisors, LLC | 2.33% | Add +0.6% | 146,265 | $16.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +15.6% | 145,726 | $16.0M |
| Strategic Financial Partners, Ltd. | 6.80% | Add +9.9% | 143,583 | $15.7M |
| Joel Isaacson & Co., LLC | 0.51% | Add +3.5% | 140,294 | $15.4M |
| Brand Asset Management Group, Inc. | 3.92% | Add +8.6% | 137,582 | $15.1M |
| Integrated Investment Consultants, LLC | 3.08% | Add +8.5% | 132,198 | $14.5M |
| Fort Washington Investment Advisors Inc. | 0.08% | Add +0.9% | 131,345 | $14.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -1.2% | 129,083 | $14.2M |
| Connable Office Inc. | 1.39% | Add +0.1% | 129,028 | $14.2M |
| Vance Wealth, LLC | 4.00% | Add +8.8% | 126,290 | $13.9M |
| 71 West Capital Partners | 0.60% | Add +2.9% | 124,767 | $13.7M |
| Merit Financial Group, LLC | 0.10% | Reduce -23.2% | 122,491 | $13.4M |
| FourThought Financial Partners, LLC | 1.12% | Reduce -10.3% | 118,045 | $12.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.61% | Reduce -23.9% | 114,740 | $12.6M |
| AQR Capital Management | 0.01% | Add +7.5% | 113,001 | $12.4M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +19.4% | 112,650 | $12.4M |
| Mutual Advisors, LLC | 0.26% | Add +6.4% | 109,925 | $12.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +2.9% | 107,153 | $11.8M |
| Spartan Wealth Advisory Services LLC | 1.02% | — | 106,236 | $11.7M |
| FMR LLC | 0.00% | Add +9.2% | 105,626 | $11.6M |
| Livet Wealth, LLC | 7.32% | Add +0.7% | 104,970 | $11.5M |
| Mission Wealth Management, LP | 0.24% | Reduce -2.4% | 103,650 | $11.4M |
| Royal Fund Management, LLC | 1.09% | Add +11.2% | 93,497 | $11.3M |
| Brandywine Asset Management, Inc. | 8.94% | Add +6.4% | 101,346 | $11.3M |
| Bare Financial Services, Inc | 2.92% | Add +9.7% | 100,745 | $11.1M |
| Apollon Financial, LLC | 1.45% | Add +0.1% | 95,655 | $10.5M |
| Smartleaf Asset Management LLC | 0.37% | Reduce -1.0% | 96,303 | $10.2M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -1.9% | 89,176 | $9.8M |
| Klingenstein Fields & Co. LP | 0.39% | Add +13.8% | 89,163 | $9.8M |
| Savvy Advisors, Inc. | 0.26% | Add +4239.2% | 88,260 | $9.7M |
| Park Avenue Securities LLC | 0.07% | Add +34.1% | 85,543 | $9.4M |
| Voya Investment Management LLC | 0.01% | Add +230.8% | 85,096 | $9.3M |
| Winthrop Advisory Group LLC | 0.76% | Add +37.3% | 84,858 | $9.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -8.4% | 84,739 | $9.3M |
| Gross & Hartman Investments LLC | 4.82% | Add +17.8% | 84,484 | $9.3M |
| Pinnacle Financial Partners, Inc. | 0.07% | Reduce -0.6% | 82,117 | $9.0M |
| Base Wealth Management LLC | 4.97% | Reduce -9.8% | 80,976 | $8.9M |
| American Financial & Tax Strategies Inc. | 4.28% | Reduce -0.0% | 80,362 | $8.8M |
| Renaissance Technologies | 0.01% | New | 79,700 | $8.7M |
| Darrow Company, Inc. | 3.92% | Add +0.8% | 79,346 | $8.7M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -9.6% | 79,111 | $8.7M |
| Investors Research Corp | 1.65% | Add +11.6% | 78,895 | $8.7M |
| Hurley Capital, LLC | 4.55% | Reduce -7.3% | 77,243 | $8.5M |
| Cascade Wealth Advisors, Inc | 3.67% | Add +10.2% | 65,644 | $8.3M |
| BTG Pactual Asset Management US LLC | 0.82% | New | 75,145 | $8.2M |
| Safe Harbor Family Capital, LLC | 6.41% | Add +16.5% | 74,735 | $8.2M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 72,331 | $7.9M |
| SWAN Capital LLC | 2.78% | Reduce -8.2% | 68,990 | $7.6M |
| Relyea Zuckerberg Hanson LLC | 0.76% | Add +53.2% | 68,575 | $7.5M |
| Empire Life Investments Inc. | 0.45% | Add +42.0% | 67,070 | $7.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +458.4% | 67,595 | $7.4M |
| Virtue Capital Management, LLC | 1.11% | Reduce -11.0% | 69,033 | $7.3M |
| AMG National Trust Bank | 0.15% | Add +23.7% | 64,245 | $7.0M |
| Nicholson Meyer Capital Management, Inc. | 5.39% | Add +4.7% | 64,065 | $7.0M |
| Advisory Resource Group | 1.21% | Add +7.7% | 64,018 | $7.0M |
| Rodgers & Associates, LTD | 0.70% | Reduce -0.1% | 62,902 | $6.9M |
| Wedbush Securities Inc. | 0.20% | Reduce -2.6% | 62,704 | $6.9M |
| Zhang Financial LLC | 0.23% | Add +28.6% | 61,213 | $6.7M |
| IFP Advisors, Inc | 0.14% | Add +3.3% | 60,897 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 60,046 | $6.6M |
| MAI Capital Management | 0.04% | Add +1.9% | 59,614 | $6.5M |
| Perigon Wealth Management, LLC | 0.12% | Add +333.8% | 59,374 | $6.5M |
| Fifth Third Wealth Advisors LLC | 0.22% | Reduce -4.3% | 58,995 | $6.5M |
| ERn Financial, LLC | 1.21% | Reduce -0.7% | 58,878 | $6.5M |
| Legacy Edge Advisors, LLC | 0.66% | Add +0.4% | 57,507 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +73.5% | 57,368 | $6.3M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -1.1% | 57,202 | $6.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -26.7% | 57,186 | $6.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +124.4% | 56,329 | $6.2M |
| GEM Asset Management, LLC | 2.70% | Add +10.4% | 55,746 | $6.1M |
| Curtis Advisory Group, LLC | 1.32% | Add +5.6% | 55,637 | $6.1M |
| Fidelis Capital Partners, LLC | 0.43% | Reduce -3.3% | 55,169 | $6.1M |
| Aurelius Family Office LLC | 2.62% | Add +3.4% | 54,877 | $6.0M |
| Johnson Investment Counsel Inc. | 0.05% | Add +14.9% | 54,665 | $6.0M |
| Sowell Financial Services LLC | 0.22% | Add +4.9% | 54,510 | $6.0M |
| Facet Wealth, Inc. | 0.10% | Add +17.9% | 54,278 | $6.0M |
| World Investment Advisors | 0.10% | Reduce -35.9% | 54,060 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -78.5% | 53,376 | $5.9M |
| Golden Road Advisors LLC | 3.35% | Add +0.7% | 52,959 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.37% | Add +3.2% | 52,584 | $5.8M |
| Cozad Asset Management Inc. | 0.44% | Add +3.5% | 50,927 | $5.6M |
| Americana Partners, LLC | 0.14% | Add +39.0% | 50,703 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +10.1% | 50,054 | $5.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +5.9% | 48,267 | $5.3M |
| Philip James Wealth Mangement, LLC | 0.65% | Reduce -28.6% | 48,580 | $5.3M |
| Crumly & Associates Inc. | 1.12% | Reduce -7.3% | 48,458 | $5.3M |
| CKW Financial Group | 0.57% | Add +6.1% | 47,314 | $5.2M |
| Frederick Financial Consultants, LLC | 2.60% | Reduce -0.8% | 47,627 | $5.2M |
| Blue Capital, Inc. | 3.40% | Reduce -2.1% | 47,518 | $5.2M |
| RFG Advisory, LLC | 0.09% | Reduce -1.7% | 46,252 | $5.1M |
| Stegner Investment Associates Inc. | 2.74% | Add +0.0% | 45,641 | $5.0M |
| Savant Capital, LLC | 0.02% | Add +2.1% | 45,391 | $5.0M |
| Brown Advisory Inc. | 0.01% | Reduce -1.5% | 45,177 | $5.0M |
| Continuum Advisory, LLC | 0.48% | Add +1.6% | 45,168 | $5.0M |
| Grey Fox Wealth Advisors, LLC | 0.95% | Add +99.6% | 45,046 | $4.9M |
| Accretive Wealth Partners, LLC | 1.31% | Add +0.8% | 42,359 | $4.6M |
| Certified Advisory Corp | 0.42% | Reduce -2.7% | 42,192 | $4.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +13106.4% | 41,468 | $4.6M |
| Auour Investments LLC | 1.41% | Add +2.7% | 40,740 | $4.5M |
| Sapient Capital LLC | 0.07% | No change | 40,739 | $4.5M |
| Signaturefd, LLC | 0.07% | Reduce -0.6% | 40,683 | $4.5M |
| PFG Advisors | 0.21% | Reduce -3.0% | 39,969 | $4.4M |
| Adapt Wealth Advisors, LLC | 1.58% | Add +0.1% | 39,836 | $4.4M |
| Legacy Financial Advisors, Inc. | 0.60% | Reduce -6.5% | 39,079 | $4.3M |
| Thompson Siegel & Walmsley LLC | 0.08% | Reduce -12.8% | 38,781 | $4.3M |
| TAGStone Capital, Inc. | 1.49% | Add +1.3% | 38,501 | $4.2M |
| Belpointe Asset Management LLC | 0.15% | Reduce -48.4% | 38,142 | $4.2M |
| Sage Mountain Advisors LLC | 0.29% | Add +0.0% | 38,103 | $4.2M |
| COFG Advisors, LLC | 1.02% | Add +26.4% | 37,652 | $4.1M |
| Callan Family Office, LLC | 0.09% | Reduce -0.0% | 37,435 | $4.1M |
| Portfolio Strategies, Inc. | 0.51% | Reduce -2.1% | 37,067 | $4.1M |
| Indivisible Partners | 0.36% | Add +17.3% | 36,800 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +268.0% | 36,520 | $4.0M |
| GTS Securities LLC | 0.14% | New | 36,288 | $4.0M |
| XML Financial, LLC | 0.32% | New | 36,234 | $4.0M |
| OpenArc Corporate Advisory, LLC | 0.06% | Reduce -11.0% | 36,222 | $4.0M |
| TCV Trust & Wealth Management, Inc. | 0.33% | Reduce -0.6% | 36,198 | $4.0M |
| One Day In July LLC | 0.32% | Add +3.0% | 36,174 | $4.0M |
| First National Trust Co | 0.13% | Reduce -18.7% | 35,703 | $3.9M |
| Roffman Miller Associates Inc. | 0.22% | Reduce -1.1% | 35,527 | $3.9M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -7.5% | 35,396 | $3.9M |
| Maridea Wealth Management LLC | 0.56% | Reduce -2.4% | 34,940 | $3.8M |
| Linscomb Wealth, Inc. | 0.17% | Reduce -9.7% | 34,779 | $3.8M |
| Tennessee Valley Asset Management Partners | 0.50% | Add +9.9% | 34,756 | $3.8M |
| Michels Family Financial, LLC | 2.69% | Add +6.6% | 34,059 | $3.7M |
| Ballentine Partners, LLC | 0.05% | Add +6.7% | 33,835 | $3.7M |
| Diversified Portfolios, Inc. | 0.30% | Reduce -0.1% | 33,813 | $3.7M |
| Mezzasalma Advisors, LLC | 0.94% | Reduce -2.3% | 40,650 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +24.1% | 32,934 | $3.6M |
| Verus Capital Partners, LLC | 0.25% | Add +26.4% | 32,929 | $3.6M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -5.6% | 32,465 | $3.6M |
| Prosperity Consulting Group, LLC | 0.16% | Reduce -13.3% | 32,128 | $3.5M |
| WFA of San Diego, LLC | 2.81% | Reduce -4.8% | 31,882 | $3.5M |
| Money Concepts Capital Corp. | 0.19% | Add +11.3% | 31,759 | $3.5M |
| Focus Financial Network, Inc. | 0.12% | Reduce -2.0% | 31,451 | $3.4M |
| Headlands Technologies LLC | 0.39% | New | 31,361 | $3.4M |
| Andina Capital Management, LLC | 3.06% | Reduce -29.2% | 31,133 | $3.4M |
| Westshore Wealth, LLC | 1.20% | Add +12.3% | 31,016 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Add +6.3% | 30,811 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -90.4% | 27,701 | $3.4M |
| Spectrum Investment Advisors, Inc. | 1.66% | Add +6.8% | 30,508 | $3.3M |
| Mgo One Seven LLC | 0.07% | Add +916.1% | 30,382 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Reduce -5.5% | 30,082 | $3.3M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.7% | 26,100 | $3.2M |
| Cwm, LLC | 0.01% | Add +5.7% | 29,204 | $3.2M |
| Diversified Enterprises, LLC | 0.17% | Reduce -64.8% | 28,257 | $3.1M |
| REDW Wealth LLC | 1.21% | Add +43.9% | 27,662 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -1.5% | 26,609 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 26,313 | $2.9M |
| Western Wealth Management, LLC | 0.11% | Add +0.4% | 26,265 | $2.9M |
| Inspire Advisors, LLC | 0.23% | Reduce -0.3% | 26,205 | $2.9M |
| Operose Advisors LLC | 0.67% | Reduce -0.1% | 26,157 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | No change | 26,116 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -32.1% | 26,017 | $2.9M |
| Shelton Capital Management | 0.06% | New | 25,545 | $2.8M |
| Ethos Financial Group, LLC | 0.20% | Reduce -24.5% | 25,056 | $2.8M |
| M3 Advisory Group, LLC | 1.69% | No change | 25,054 | $2.7M |
| Sunpointe, LLC | 0.90% | Add +2.1% | 24,961 | $2.7M |
| Princeton Global Asset Management LLC | 0.44% | Add +91.5% | 24,685 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | New | 22,001 | $2.7M |
| Zacks Investment Management | 0.02% | Add +17.3% | 24,170 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +122.3% | 23,525 | $2.6M |
| Shikiar Asset Management Inc. | 0.82% | No change | 23,500 | $2.6M |
| Valley National Advisers Inc. | 0.33% | Add +2.3% | 23,388 | $2.6M |
| Embree Financial Group | 0.30% | Add +27.1% | 23,276 | $2.6M |
| Steph & Co. | 0.71% | Add +1.0% | 22,832 | $2.5M |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 22,488 | $2.5M |
| Arax Advisory Partners | 0.07% | Reduce -85.8% | 22,277 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 22,231 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +45.2% | 22,071 | $2.4M |
| Valtrion Capital Management, LLC | 2.25% | Reduce -15.6% | 21,795 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 21,455 | $2.4M |
| Principal Securities, Inc. | 0.03% | Add +167.2% | 21,402 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.81% | Add +3.3% | 21,382 | $2.3M |
| Wedmont Private Capital | 0.08% | Reduce -15.9% | 20,431 | $2.3M |
| Sound Financial Strategies Group, LLC | 1.58% | Reduce -9.3% | 21,078 | $2.3M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -2.7% | 21,042 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Add +0.2% | 20,755 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +8.4% | 20,743 | $2.3M |
| Retirement Planning Group, LLC | 0.07% | Add +28.9% | 20,655 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -6.3% | 20,507 | $2.2M |
| Blackston Financial Advisory Group, LLC | 1.41% | Reduce -1.4% | 20,450 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.3% | 20,235 | $2.2M |
| Castlekeep Investment Advisors LLC | 1.20% | Add +10.7% | 20,178 | $2.2M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -20.7% | 19,949 | $2.2M |
| Choreo, LLC | 0.03% | Add +29.6% | 19,189 | $2.1M |
| Accurate Wealth Management, LLC | 0.25% | Add +72.8% | 18,230 | $2.1M |
| Simon Quick Advisors, LLC | 0.09% | No change | 18,885 | $2.1M |
| Fiduciary Trust Co | 0.02% | Reduce -7.4% | 18,478 | $2.0M |
| Axis Wealth Partners, LLC | 1.08% | Add +4.7% | 18,464 | $2.0M |
| GAMCO Investors | 0.02% | Reduce -2.2% | 18,301 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Reduce -1.8% | 18,151 | $2.0M |
| CVFG LLC | 0.24% | New | 17,755 | $1.9M |
| Clarion Wealth Managment Partners, LLC | 1.74% | Reduce -1.5% | 17,502 | $1.9M |
| Tucker Asset Management LLC | 0.57% | Add +15379.6% | 17,492 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +7.8% | 17,477 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Add +20.1% | 17,423 | $1.9M |
| Fort Sheridan Advisors LLC | 0.23% | Reduce -6.0% | 17,199 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -54.5% | 17,092 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +3.5% | 16,958 | $1.9M |
| Fulton Bank, N.A. | 0.06% | Add +2.8% | 16,595 | $1.8M |
| First Horizon Corp. | 0.08% | Add +17.5% | 16,578 | $1.8M |
| Next Level Private LLC | 0.41% | Reduce -0.7% | 16,392 | $1.8M |
| Garde Capital, Inc. | 0.11% | No change | 16,176 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +12.7% | 16,033 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.46% | Reduce -3.9% | 15,798 | $1.7M |
| Nemes Rush Group LLC | 0.16% | No change | 15,723 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -77.5% | 15,652 | $1.7M |
| Westview Management dba Westview Investment Advisors | 0.89% | Reduce -16.2% | 15,609 | $1.7M |
| Elevation Capital Advisory, LLC | 0.72% | Add +6.3% | 15,480 | $1.7M |
| Allegiance Financial Group Advisory Services LLC | 0.34% | Reduce -16.2% | 15,423 | $1.7M |
| Webster Bank, N. A. | 0.16% | Reduce -1.3% | 15,325 | $1.7M |
| Victory Financial Group, LLC | 0.21% | Add +10.9% | 15,290 | $1.7M |
| Financial Alternatives, Inc | 0.88% | Reduce -4.4% | 14,887 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.35% | Add +20.3% | 14,746 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.7% | 14,551 | $1.6M |
| Duncan Williams Asset Management, LLC | 0.44% | Reduce -1.1% | 14,510 | $1.6M |
| Vanguard Advisers Inc. | 0.01% | — | 14,502 | $1.6M |
| Valpey Financial Services, LLC | 1.00% | Reduce -1.6% | 14,041 | $1.5M |
| Aquire Wealth Advisors, LLC | 0.40% | No change | 13,965 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -51.5% | 13,886 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +25.0% | 13,872 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +157.0% | 13,832 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.25% | No change | 13,610 | $1.5M |
| Spirepoint Private Client, LLC | 0.14% | Add +3.6% | 13,549 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.87% | Add +2.2% | 14,044 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.34% | No change | 13,460 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.8% | 13,317 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +1.6% | 13,310 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.00% | Add +1.5% | 13,226 | $1.5M |
| Sonata Capital Group Inc. | 0.53% | Add +2.3% | 13,157 | $1.4M |
| Solutions 4 Wealth, Ltd | 2.15% | Add +59.4% | 13,033 | $1.4M |
| Fortis Capital Advisors, LLC | 0.19% | Add +0.5% | 13,004 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Add +3.5% | 12,992 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +11.2% | 12,947 | $1.4M |
| Certuity, LLC | 0.09% | Reduce -2.2% | 12,941 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +20.8% | 12,827 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 12,786 | $1.4M |
| Blair William & Co. | 0.00% | Add +0.8% | 12,705 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -41.6% | 12,488 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +42.2% | 12,375 | $1.4M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 12,794 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -15.3% | 12,351 | $1.4M |
| Independent Advisor Alliance | 0.01% | Add +104.7% | 12,318 | $1.4M |
| Fund Evaluation Group, LLC | 0.04% | Reduce -16.1% | 12,224 | $1.3M |
| Beacon Financial Planning, Inc. | 0.52% | Add +59.8% | 12,178 | $1.3M |
| Diversified Trust Co. | 0.02% | Add +6.6% | 12,033 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | Reduce -1.7% | 12,025 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -39.9% | 11,992 | $1.3M |
| Balentine LLC | 0.05% | Reduce -32.0% | 11,972 | $1.3M |
| Richmond Investment Services, LLC | 0.21% | Add +156.8% | 11,803 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Reduce -12.0% | 11,642 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Add +18.3% | 11,602 | $1.3M |
| Baker Boyer National Bank | 0.37% | No change | 11,249 | $1.2M |
| Waterloo Capital, L.P. | 0.09% | Reduce -26.9% | 11,214 | $1.2M |
| Elevation Wealth Partners, LLC | 0.44% | Reduce -0.1% | 11,189 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Add +57.1% | 9,933 | $1.2M |
| Compass Ion Advisors, LLC | 0.12% | Add +2.4% | 11,109 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -2.1% | 10,974 | $1.2M |
| Magnolia Capital Advisors LLC | 0.24% | Add +265.9% | 10,916 | $1.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.32% | Reduce -50.1% | 10,808 | $1.2M |
| Asset One Wealth Management LLC | 0.13% | Reduce -2.0% | 9,755 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Add +27.8% | 9,146 | $1.2M |
| Bison Wealth, LLC | 0.11% | No change | 9,064 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Add +4.9% | 10,563 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +88.2% | 10,500 | $1.2M |
| Resolute Wealth Strategies, LLC | 0.49% | Add +17.0% | 10,319 | $1.1M |
| Cerro Pacific Wealth Advisors LLC | 0.30% | New | 10,256 | $1.1M |
| Davidson Trust Co. | 0.48% | Reduce -12.4% | 10,131 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +8.8% | 10,063 | $1.1M |
| Brio Consultants, LLC | 0.13% | Add +5.0% | 8,782 | $1.1M |
| City Holding Co. | 0.13% | Reduce -1.5% | 9,757 | $1.1M |
| Elevation Advisory Partners LLC | 1.00% | — | 8,759 | $1.1M |
| Uptick Partners, LLC | 0.21% | New | 9,733 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -20.7% | 9,669 | $1.1M |
| IFS Group,LLC | 0.94% | — | 9,656 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,624 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -1.3% | 9,976 | $1.1M |
| Signal Tree Financial Partners LLC | 0.78% | Reduce -18.6% | 9,451 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Add +46.0% | 9,424 | $1.0M |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -2.1% | 9,422 | $1.0M |
| MTM Investment Management, LLC | 0.33% | Add +0.0% | 9,406 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -7.3% | 9,311 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -35.5% | 9,241 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Add +0.5% | 9,237 | $1.0M |
| Xcelsior Advisor Partners LLC | 0.38% | Reduce -0.1% | 9,126 | $1.0M |
| Becker Capital Management Inc. | 0.03% | Reduce -8.9% | 9,105 | $999K |
| ForthRight Wealth Management, LLC | 0.28% | Add +6.5% | 9,088 | $997K |
| American Money Management, LLC | 0.16% | Reduce -2.7% | 8,994 | $987K |
| Parallel Advisors, LLC | 0.02% | Add +20.6% | 8,932 | $980K |
| National Philanthropic Trust | 0.01% | Reduce -39.5% | 8,800 | $965K |
| Junk Investment Group, LLC | 0.50% | — | 8,695 | $954K |
| American National Bank & Trust | 0.09% | Reduce -0.1% | 8,587 | $942K |
| Rainier Family Wealth Inc. | 0.63% | Add +26.8% | 8,579 | $941K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +31.5% | 8,544 | $937K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 8,488 | $931K |
| Bokf, NA | 0.01% | Add +2.5% | 8,408 | $922K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 8,387 | $920K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +0.1% | 8,304 | $911K |
| Capstone Wealth Management, Inc. | 0.77% | Reduce -0.5% | 8,199 | $909K |
| Geneos Wealth Management Inc. | 0.02% | Add +177.6% | 8,190 | $898K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +3.5% | 8,128 | $892K |
| Freedom Investment Management, Inc. | 0.26% | Reduce -3.0% | 8,110 | $890K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Add +0.0% | 8,048 | $882K |
| Capital Planning LLC | 0.29% | Reduce -2.0% | 8,012 | $879K |
| Koshinski Asset Management, Inc. | 0.05% | Add +26.3% | 7,946 | $872K |
| McAdam, LLC | 0.04% | Reduce -10.1% | 7,825 | $858K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.1% | 7,776 | $853K |
| Vicus Capital | 0.06% | Add +14.2% | 7,716 | $846K |
| Lee, Kelleher & Klein Wealth Management | 0.50% | Reduce -1.8% | 7,687 | $843K |
| Flynn Zito Capital Management, LLC | 0.27% | No change | 7,672 | $842K |
| Berman McAleer LLC | 0.11% | Add +3.4% | 7,661 | $840K |
| Calydon Capital | 0.14% | No change | 7,633 | $837K |
| Calamos Wealth Management LLC | 0.03% | Reduce -16.7% | 7,598 | $833K |
| Calamos Advisors LLC | 0.00% | New | 7,598 | $833K |
| Sovereign Financial Group, Inc. | 0.14% | Add +2.3% | 7,593 | $833K |
| Keystone Financial Group | 0.06% | Reduce -0.6% | 7,565 | $830K |
| Santori & Peters, Inc. | 0.26% | Add +0.7% | 7,550 | $828K |
| Bluesphere Advisors LLC | 0.29% | No change | 7,550 | $828K |
| Braun-Bostich & Associates Inc. | 0.51% | No change | 7,477 | $820K |
| Ponta Wealth Partners, LLC | 0.66% | No change | 7,456 | $818K |
| Arista Wealth Management, LLC | 0.10% | Add +17.1% | 7,455 | $818K |
| NewEdge Wealth, LLC | 0.01% | Add +180.2% | 7,348 | $806K |
| Verum Partners LLC | 0.15% | Reduce -8.2% | 7,277 | $798K |
| Cordatus Wealth Management LLC | 0.19% | Reduce -3.3% | 7,239 | $794K |
| Forum Finance Group S.A. | 0.42% | — | 8,826 | $783K |
| Gryphon Financial Partners LLC | 0.08% | New | 7,115 | $780K |
| Truepoint, Inc. | 0.02% | Add +2.3% | 7,023 | $770K |
| Gateway Wealth Partners, LLC | 0.03% | New | 6,980 | $766K |
| Fragasso Financial Advisors Inc | 0.05% | New | 6,862 | $762K |
| Sentinel Trust Co. Lba | 0.07% | No change | 6,885 | $755K |
| CoreCap Advisors, LLC | 0.03% | Reduce -81.2% | 6,841 | $750K |
| Petra Financial Advisors Inc. | 0.46% | Reduce -1.3% | 6,830 | $749K |
| PGIM Custom Harvest LLC | 0.01% | Add +44.1% | 6,811 | $747K |
| Cedar Wealth Management, LLC | 0.21% | Add +9.5% | 6,690 | $734K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.6% | 6,665 | $731K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,659 | $731K |
| Betterment LLC | 0.00% | Add +8.6% | 6,655 | $730K |
| Bogart Wealth, LLC | 0.03% | Add +1.6% | 6,623 | $727K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.7% | 6,597 | $724K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -61.2% | 6,559 | $719K |
| Summit Wealth Group LLC / Co. | 0.08% | New | 6,556 | $719K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.8% | 6,520 | $715K |
| Lanark Financial, Inc. | 0.05% | Reduce -14.7% | 6,511 | $714K |
| Clare Market Investments LLC | 0.15% | — | 6,360 | $698K |
| Eq LLC | 0.20% | No change | 6,351 | $697K |
| AE Wealth Management LLC | 0.00% | Add +33.8% | 6,303 | $691K |
| Global Wealth Management Investment Advisory, Inc. | 0.11% | Reduce -2.8% | 6,275 | $688K |
| Cherrydale Wealth Management, LLC | 0.21% | Add +1.4% | 6,257 | $686K |
| Financial Guidance Group, Inc. | 0.28% | No change | 6,250 | $686K |
| Visionary Wealth Advisors | 0.03% | No change | 6,206 | $681K |
| Robinhood Asset Management, LLC | 0.05% | Reduce -39.0% | 6,126 | $672K |
| Matrix Asset Advisors Inc. | 0.06% | New | 6,100 | $669K |
| Cura Wealth Advisors, LLC | 0.30% | Add +2.7% | 6,055 | $664K |
| GeoWealth Management, LLC | 0.02% | Reduce -7.7% | 6,038 | $662K |
| Brookstone Capital Management | 0.01% | Reduce -73.5% | 6,012 | $659K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +30.7% | 5,917 | $649K |
| World Equity Group, Inc. | 0.17% | Reduce -21.9% | 5,902 | $647K |
| Midwest Trust Co | 0.01% | No change | 5,896 | $647K |
| Paladin Advisory Group, LLC | 0.49% | Add +11.4% | 5,891 | $646K |
| Invesco Ltd. | 0.00% | Reduce -7.5% | 5,774 | $633K |
| Millennium Management | 0.00% | New | 5,743 | $630K |
| Arsenal Capital Advisors LLC | 0.45% | Reduce -2.5% | 5,676 | $623K |
| US Bancorp \de | 0.00% | Reduce -90.8% | 5,645 | $619K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.4% | 5,643 | $619K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,557 | $609K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -30.2% | 5,458 | $604K |
| Green Ridge Wealth Planning LLC | 0.32% | Reduce -10.4% | 5,485 | $602K |
| Trust Point Inc. | 0.05% | Add +12.8% | 5,482 | $601K |
| Franklin Resources Inc. | 0.00% | Add +53.8% | 5,448 | $598K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.3% | 5,406 | $593K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.1% | 5,386 | $591K |
| Waverly Advisors, LLC | 0.00% | Add +59.2% | 5,383 | $590K |
| Stone House Investment Management, LLC | 0.11% | Reduce -1.6% | 5,363 | $588K |
| Victory Capital Management Inc. | 0.00% | Reduce -51.1% | 5,343 | $586K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $586K |
| Centaurus Financial, Inc. | 0.03% | Reduce -10.3% | 5,296 | $581K |
| Flaharty Asset Management, LLC | 0.07% | Reduce -33.2% | 5,235 | $574K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.7% | 5,148 | $565K |
| FF Advisors,LLC | 0.23% | New | 4,631 | $564K |
| Quadrant Private Wealth Management, LLC | 0.09% | New | 5,054 | $554K |
| First Financial Bankshares Inc | 0.01% | No change | 5,053 | $554K |
| Black Diamond Financial, LLC | 0.06% | No change | 5,000 | $548K |
| Lewis Asset Management, LLC | 0.22% | Reduce -1.3% | 4,989 | $547K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -0.1% | 4,955 | $544K |
| JMG Financial Group, Ltd. | 0.01% | Add +31.1% | 4,836 | $530K |
| Ignite Planners, LLC | 0.08% | Reduce -2.0% | 4,286 | $527K |
| Vise Technologies, Inc. | 0.01% | No change | 4,281 | $521K |
| SIMA Wealth Partners, LLC | 0.40% | No change | 4,734 | $519K |
| Precedent Wealth Partners, LLC | 0.10% | Reduce -9.2% | 4,696 | $515K |
| Fairway Wealth LLC | 0.14% | Add +0.1% | 4,689 | $514K |
| Liberty Wealth Management LLC | 0.06% | Reduce -6.4% | 4,680 | $513K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 4,660 | $511K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $511K |
| Titleist Asset Management, LLC | 0.04% | Add +1.1% | 4,659 | $511K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.8% | 4,636 | $509K |
| Level Financial Advisors | 0.13% | Add +121.7% | 4,574 | $502K |
| Fortitude Advisory Group L.L.C. | 0.22% | Add +0.1% | 4,545 | $499K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,531 | $497K |
| Ellenbecker Investment Group | 0.07% | Add +13.8% | 4,514 | $495K |
| Fermata Advisors, LLC | 0.11% | Add +0.1% | 4,480 | $491K |
| Fisher Asset Management | 0.00% | Reduce -47.3% | 4,479 | $491K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.1% | 4,417 | $485K |
| ARK & TLK Investments, LLC | 0.13% | No change | 4,384 | $481K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -3.8% | 4,378 | $480K |
| Elite Life Management LLC | 0.60% | Add +3.5% | 3,742 | $476K |
| Rothschild Wealth LLC | 0.04% | Add +7.5% | 4,325 | $474K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $474K |
| Emerald Advisors, LLC | 0.06% | Reduce -0.1% | 4,310 | $473K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +48.2% | 4,293 | $471K |
| United Community Bank | 0.16% | No change | 4,277 | $469K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -7.7% | 4,231 | $464K |
| Opus Capital Group, LLC | 0.05% | Add +0.0% | 4,225 | $463K |
| CRA Financial Services, LLC | 0.06% | No change | 4,215 | $462K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 4,209 | $462K |
| Moneco Advisors, LLC | 0.04% | New | 4,132 | $453K |
| JHP Wealth Management, LLC | 0.43% | Add +0.1% | 4,127 | $453K |
| Vanguard National Trust Co | 0.03% | — | 4,118 | $452K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 4,048 | $444K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +96.2% | 4,034 | $442K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,627 | $442K |
| Kraft, Davis & Associates, LLC | 0.09% | Reduce -63.2% | 3,583 | $440K |
| Allworth Financial LP | 0.00% | Add +0.4% | 4,009 | $440K |
| Berkshire Asset Management LLC | 0.02% | Add +6.9% | 3,969 | $435K |
| JPL Wealth Management, LLC | 0.10% | No change | 3,863 | $424K |
| Root Financial Partners, LLC | 0.02% | Reduce -4.7% | 3,861 | $424K |
| 1832 Asset Management L.P. | 0.00% | Reduce -30.4% | 3,850 | $422K |
| Integrity Alliance, Llc. | 0.02% | Add +1.7% | 3,825 | $420K |
| Legacy Wealth Asset Management, LLC | 0.10% | No change | 3,819 | $419K |
| MOR Wealth Management, LLC | 0.19% | Reduce -23.9% | 3,813 | $418K |
| New Republic Capital, LLC | 0.14% | No change | 3,800 | $417K |
| Investment Partners, LTD. | 0.15% | New | 3,784 | $415K |
| Regent Peak Wealth Advisors LLC | 0.08% | No change | 3,773 | $414K |
| Composition Wealth, LLC | 0.01% | Reduce -8.3% | 3,757 | $412K |
| Integrated Advisors Network LLC | 0.02% | Reduce -9.5% | 3,731 | $409K |
| Essex Financial Services, Inc. | 0.02% | Reduce -6.1% | 3,714 | $407K |
| Aprio Wealth Management, LLC | 0.02% | New | 3,713 | $407K |
| HighPoint Advisor Group LLC | 0.02% | Add +25.7% | 3,711 | $407K |
| Kintra Wealth, LLC | 0.03% | New | 3,711 | $407K |
| Proficio Capital Partners LLC | 0.02% | No change | 3,705 | $406K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 3,656 | $401K |
| Grant Street Asset Management, Inc. | 0.08% | Add +66.4% | 3,652 | $401K |
| Rathbones Group PLC | 0.00% | No change | 3,650 | $400K |
| Inman Jager Wealth Management, LLC | 0.23% | No change | 3,644 | $400K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.5% | 3,629 | $398K |
| Steelhead Wealth Management LLC | 0.20% | — | 3,626 | $397K |
| Whittier Trust Co. | 0.00% | No change | 3,559 | $395K |
| Gilliland Jeter Wealth Management LLC | 0.12% | Add +0.1% | 3,601 | $395K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.1% | 3,549 | $389K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.7% | 3,547 | $389K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -23.4% | 3,544 | $389K |
| Tme Financial, Inc. | 0.27% | Reduce -1.1% | 3,522 | $386K |
| Arvest Bank Trust Division | 0.02% | New | 3,521 | $386K |
| Visionary Horizons, LLC | 0.19% | New | 3,503 | $384K |
| My Personal CFO, LLC | 0.17% | Reduce -4.4% | 3,501 | $384K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.8% | 3,458 | $379K |
| D'Orazio & Associates, Inc. | 0.05% | Add +10.4% | 3,457 | $379K |
| Sepio Capital, LP | 0.02% | Reduce -2.2% | 3,439 | $377K |
| Scotia Capital Inc. | 0.00% | Reduce -27.9% | 3,421 | $375K |
| CCG Wealth Management, LLC | 0.10% | New | 3,416 | $375K |
| CWA Asset Management Group, LLC | 0.01% | Add +10.6% | 3,414 | $374K |
| United Capital Management of KS, Inc. | 0.06% | No change | 3,410 | $374K |
| Park Capital Management, LLC / WI | 0.36% | No change | 3,400 | $373K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | New | 3,373 | $370K |
| Founders Financial Securities LLC | 0.02% | Reduce -60.2% | 3,222 | $369K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1.0% | 3,365 | $369K |
| DGS Capital Management, LLC | 0.06% | Reduce -5.4% | 3,362 | $369K |
| Blue Trust, Inc. | 0.00% | Add +126.0% | 3,347 | $367K |
| HFG Advisors, Inc. | 0.25% | No change | 3,298 | $362K |
| First American Bank | 0.02% | New | 3,288 | $361K |
| Ancora Advisors LLC | 0.01% | Reduce -27.1% | 3,275 | $359K |
| Foundation Wealth Management, LLC | 0.24% | No change | 3,250 | $356K |
| Coordinated Financial Services, Inc. | 0.21% | Add +44.8% | 3,244 | $356K |
| TrueWealth Financial Partners | 0.14% | New | 3,237 | $355K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,235 | $355K |
| Colter Lewis Investment Partners LLC | 0.33% | No change | 3,196 | $351K |
| Tranquility Partners, LLC | 0.13% | No change | 3,180 | $349K |
| Park Edge Advisors, LLC | 0.08% | Add +1.1% | 3,133 | $344K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 3,127 | $343K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 3,123 | $343K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 3,115 | $342K |
| Alteri Wealth LLC | 0.11% | Reduce -0.2% | 3,111 | $341K |
| Northbridge Financial Group, LLC | 0.14% | New | 2,892 | $337K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.3% | 3,069 | $337K |
| Second Line Capital, LLC | 0.06% | New | 2,738 | $336K |
| Leo Wealth, LLC | 0.02% | Reduce -2.6% | 3,062 | $336K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +27.4% | 3,060 | $336K |
| MWA Asset Management | 0.18% | Add +0.4% | 3,055 | $335K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.27% | Add +1.7% | 2,981 | $327K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +0.1% | 2,953 | $324K |
| Nelson Capital Management, LLC | 0.04% | No change | 2,951 | $324K |
| Smart Portfolios, LLC | 0.31% | No change | 2,861 | $314K |
| Eagle Wealth Strategies LLC | 0.14% | New | 2,856 | $313K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,853 | $313K |
| Impact Capital Partners LLC | 0.09% | Reduce -32.7% | 2,844 | $312K |
| Citizens Financial Group Inc. | 0.00% | Add +3.7% | 2,826 | $310K |
| Csenge Advisory Group | 0.01% | Reduce -23.8% | 2,819 | $309K |
| Old North State Wealth Management, LLC | 0.14% | Add +0.0% | 2,815 | $309K |
| Rialto Wealth Management, LLC | 0.07% | No change | 2,814 | $309K |
| Russell Investments Group, Ltd. | 0.00% | Add +41.8% | 2,811 | $308K |
| Capital Analysts, LLC | 0.01% | Add +26.9% | 2,776 | $304K |
| McCartney Wealth Management LLC | 0.26% | Add +0.1% | 2,768 | $304K |
| First City Capital Management, Inc. | 0.16% | No change | 2,744 | $301K |
| Avant Capital LLC | 0.21% | Reduce -8.8% | 2,732 | $300K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $299K |
| Cullinan Associates Inc. | 0.02% | Add +6.9% | 2,717 | $298K |
| Modern Wealth Management, LLC | 0.01% | Reduce -17.9% | 2,676 | $296K |
| AlphaCore Capital LLC | 0.01% | Reduce -49.8% | 2,694 | $296K |
| Hamilton Capital Partners, LLC | 0.09% | New | 2,682 | $294K |
| NorthRock Partners, LLC | 0.00% | Reduce -1.5% | 2,671 | $293K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 2,660 | $292K |
| Hilltop Holdings Inc. | 0.03% | Reduce -88.8% | 2,657 | $291K |
| Mitchell Sinkler & Starr | 0.13% | No change | 2,655 | $291K |
| MSH Capital Advisors LLC | 0.06% | Reduce -70.0% | 2,625 | $288K |
| Wealthfront Advisers LLC | 0.00% | Add +3.6% | 2,587 | $284K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,585 | $284K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -1.4% | 2,585 | $284K |
| Forza Wealth Management, LLC | 0.10% | New | 2,584 | $283K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -4.0% | 2,582 | $283K |
| Quotient Wealth Partners, LLC | 0.01% | Add +5.7% | 2,582 | $283K |
| Trexquant Investment LP | 0.00% | Reduce -14.9% | 2,577 | $283K |
| Mycio Wealth Partners, LLC | 0.06% | No change | 2,576 | $283K |
| Advyzon Investment Management, LLC | 0.03% | New | 2,565 | $281K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -9.3% | 2,559 | $281K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,407 | $276K |
| Krilogy Financial LLC | 0.01% | No change | 2,277 | $275K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -22.6% | 2,491 | $273K |
| Lockerman Financial Group, Inc. | 0.49% | Add +1.2% | 2,487 | $273K |
| Flagship Wealth Advisors, LLC | 0.12% | Reduce -90.4% | 2,495 | $272K |
| SkyOak Wealth, LLC | 0.05% | Add +2.6% | 2,483 | $272K |
| SVB Wealth LLC | 0.02% | No change | 2,483 | $272K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,462 | $270K |
| Newport Capital Group, LLC | 0.16% | Reduce -1.9% | 2,456 | $269K |
| Brooklyn Investment Group | 0.01% | New | 2,451 | $269K |
| James Reed Financial Services, Inc. | 0.23% | No change | 2,450 | $269K |
| Perennial Investment Advisors, LLC | 0.02% | New | 2,449 | $269K |
| Traction Financial Partners, LLC | 0.17% | Reduce -6.0% | 2,444 | $268K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +13.3% | 2,419 | $265K |
| Plan Group Financial, LLC | 0.06% | Reduce -0.8% | 2,416 | $265K |
| Altfest L J & Co. Inc. | 0.03% | New | 2,415 | $265K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 2,409 | $264K |
| Absolute Capital Management, LLC | 0.09% | New | 2,389 | $262K |
| Motive Wealth Advisors | 0.12% | No change | 2,368 | $260K |
| GM Advisory Group, LLC | 0.01% | No change | 2,365 | $259K |
| Valued Retirements, Inc. | 0.25% | No change | 2,356 | $258K |
| Brady Martz Wealth Solutions, LLC | 0.04% | New | 2,347 | $257K |
| Heritage Wealth Management, Inc. | 0.13% | No change | 2,340 | $257K |
| MidFirst Bank | 0.02% | Add +77.6% | 2,334 | $256K |
| Sicart Associates LLC | 0.07% | No change | 2,313 | $254K |
| Bawa N Mallick Trust | 0.10% | No change | 2,300 | $252K |
| Gentry Private Wealth, LLC | 0.15% | No change | 2,293 | $252K |
| GoalVest Advisory LLC | 0.05% | No change | 2,293 | $252K |
| Convergence Financial, LLC | 0.03% | New | 2,264 | $248K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 2,235 | $248K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.0% | 2,237 | $245K |
| Ellevest, Inc. | 0.03% | No change | 2,234 | $245K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 2,229 | $244K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 2,226 | $244K |
| Horizon Investments, LLC | 0.00% | Add +44220.0% | 2,216 | $243K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -4.5% | 2,207 | $242K |
| Horst & Graben Wealth Management LLC | 0.03% | Reduce -7.7% | 1,939 | $240K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 2,180 | $239K |
| CWC Advisors, LLC. | 0.11% | New | 2,109 | $231K |
| Jacobs & Co. | 0.02% | No change | 2,100 | $230K |
| Directional Asset Management | 0.21% | Add +22.4% | 2,091 | $229K |
| Keb Asset Management, LLC | 0.04% | No change | 2,081 | $228K |
| QRG Capital Management, Inc. | 0.00% | New | 2,058 | $226K |
| Aurora Private Wealth, Inc. | 0.16% | Reduce -50.9% | 1,851 | $225K |
| Balefire, LLC | 0.04% | Reduce -71.2% | 2,031 | $223K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,801 | $222K |
| NTV Asset Management LLC | 0.02% | No change | 2,024 | $222K |
| Tannin Capital LLC | 0.16% | Add +1.8% | 2,014 | $221K |
| Aspiriant, LLC | 0.01% | Reduce -0.1% | 2,000 | $219K |
| Kanawha Capital Management LLC | 0.02% | New | 1,998 | $219K |
| Philadelphia Trust Co. | 0.02% | No change | 2,000 | $219K |
| Signature Equity Partners, LLC | 0.12% | Reduce -18.1% | 1,994 | $219K |
| PUREfi Wealth, LLC | 0.14% | No change | 1,986 | $218K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -5.5% | 1,986 | $218K |
| Financial Planning Hawaii, Inc. | 0.13% | Reduce -5.4% | 1,979 | $217K |
| Crews Bank & Trust | 0.03% | Add +18.9% | 1,969 | $216K |
| Brighton Jones LLC | 0.00% | New | 1,967 | $216K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,962 | $215K |
| Snider Financial Group | 0.06% | Add +18.6% | 1,948 | $214K |
| Unique Wealth, LLC | 0.03% | No change | 1,940 | $213K |
| Clarendon Private LLC | 0.16% | Add +0.1% | 1,938 | $213K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -2.8% | 1,936 | $212K |
| Capital Planning Advisors, LLC | 0.03% | Reduce -12.0% | 1,935 | $212K |
| Eastern Bank | 0.00% | Reduce -4.6% | 1,915 | $210K |
| Deutsche Bank AG | 0.00% | Reduce -87.1% | 1,915 | $210K |
| Carrera Capital Advisors | 0.03% | Reduce -35.7% | 1,903 | $209K |
| Financial Freedom, LLC | 0.10% | Add +0.2% | 1,895 | $208K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,894 | $208K |
| Patron Partners, LLC | 0.09% | Add +0.1% | 1,890 | $207K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.4% | 1,871 | $205K |
| Tidemark, LLC | 0.05% | Add +1235.0% | 1,869 | $205K |
| Occidental Asset Management, LLC | 0.02% | Reduce -7.7% | 1,865 | $205K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $205K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | New | 1,827 | $200K |
| Clearwave Capital, LLC | 0.14% | New | 1,824 | $200K |
| Roxbury Financial LLC | 0.18% | Add +0.1% | 1,806 | $198K |
| Synergy Investment Management, LLC | 0.06% | New | 1,754 | $192K |
| DHJJ Financial Advisors, Ltd. | 0.06% | New | 1,749 | $192K |
| Orion Capital Management LLC | 0.06% | New | 1,696 | $186K |
| Murphy & Mullick Capital Management Corp | 0.14% | No change | 1,680 | $184K |
| Founders Financial Alliance, LLC | 0.03% | New | 1,672 | $183K |
| Caitlin John, LLC | 0.11% | Add +1.5% | 1,653 | $181K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 1,600 | $176K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 1,600 | $176K |
| Wellington Grp LLC | 0.05% | Reduce -1.5% | 1,580 | $173K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,578 | $173K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,380 | $151K |
| Entrust Financial LLC | 0.10% | Add +0.1% | 1,316 | $144K |
| Rossby Financial, LCC | 0.03% | Add +522.0% | 1,300 | $144K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,302 | $143K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -7.9% | 1,300 | $143K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,300 | $143K |
| Creative Capital Management Investments LLC | 0.04% | Add +5800.0% | 1,298 | $142K |
| Avion Wealth | 0.03% | No change | 1,271 | $139K |
| CENTRAL TRUST Co | 0.00% | Reduce -11.2% | 1,225 | $134K |
| FWL Investment Management, LLC | 0.03% | Reduce -25.0% | 1,200 | $132K |
| Private Wealth Management Group, LLC | 0.03% | No change | 1,197 | $131K |
| Napier Financial, LLC | 0.03% | New | 1,190 | $131K |
| Owl Creek Wealth Partners LLC | 0.05% | — | 1,177 | $129K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,054 | $116K |
| International Assets Investment Management, LLC | 0.01% | Add +108.8% | 1,042 | $115K |
| Asset Management One Co., Ltd. | 0.00% | Add +93.2% | 1,016 | $111K |
| McGuire Capital Advisors Inc. | 0.07% | Reduce -0.1% | 1,013 | $111K |
| Archer Investment Corp | 0.02% | No change | 978 | $107K |
| Evolution Wealth Management Inc. | 0.08% | Add +11.0% | 976 | $107K |
| Asset Dedication, LLC | 0.01% | No change | 970 | $106K |
| Trust Co | 0.01% | No change | 844 | $93K |
| Mather Group, Llc. | 0.00% | New | 817 | $90K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $87K |
| Key Financial Inc | 0.02% | Add +23.6% | 791 | $87K |
| McIlrath & Eck, LLC | 0.01% | Add +37.4% | 771 | $85K |
| Hager Investment Management Services, LLC | 0.04% | Reduce -26.1% | 736 | $81K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 728 | $80K |
| Sfam, LLC | 0.07% | Reduce -4.5% | 726 | $80K |
| Adirondack Trust Co. | 0.03% | No change | 714 | $78K |
| Smallwood Wealth Investment Management, LLC | 0.04% | New | 689 | $76K |
| Financial Perspectives, Inc | 0.02% | No change | 687 | $75K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.1% | 678 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | Add +819.2% | 671 | $74K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 666 | $73K |
| Larson Financial Group LLC | 0.00% | Add +3.9% | 661 | $73K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $72K |
| Ascentis Independent Advisors | 0.01% | New | 649 | $71K |
| NFSG Corp | 0.01% | Add +0.2% | 636 | $70K |
| JNBA Financial Advisors | 0.01% | No change | 635 | $70K |
| Newton One Investments LLC | 0.02% | Reduce -0.2% | 630 | $69K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 590 | $65K |
| National Bank of Canada | 0.00% | Add +581.0% | 572 | $63K |
| Disciplina Capital Management LLC | 0.01% | No change | 560 | $61K |
| Tompkins Financial Corp. | 0.00% | No change | 542 | $59K |
| Salem Investment Counselors Inc. | 0.00% | New | 511 | $56K |
| GGM Financial LLC | 0.03% | Reduce -7.0% | 503 | $55K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 502 | $55K |
| Investment Counsel Co. of Nevada | 0.12% | Add +0.2% | 501 | $55K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $55K |
| City State Bank | 0.01% | No change | 500 | $55K |
| Independence Bank of Kentucky | 0.01% | Reduce -4.0% | 477 | $52K |
| Coastline Trust Co | 0.01% | No change | 475 | $52K |
| Spire Wealth Management | 0.00% | No change | 475 | $52K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +187.5% | 460 | $50K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 455 | $50K |
| Golden State Wealth Management, LLC | 0.01% | No change | 436 | $48K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -35.0% | 412 | $45K |
| Proathlete Wealth Management LLC | 0.01% | No change | 380 | $42K |
| Ballast Advisors LLC | 0.01% | New | 379 | $42K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 375 | $41K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 372 | $41K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 363 | $40K |
| West Paces Advisors Inc. | 0.01% | No change | 345 | $38K |
| CDKV Holdings LLC | 0.03% | No change | 328 | $36K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 300 | $33K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 283 | $31K |
| SHP Wealth Management | 0.00% | New | 281 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Add +334.4% | 278 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 257 | $28K |
| Westside Investment Management, Inc. | 0.00% | No change | 245 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 244 | $27K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.1% | 243 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +827.3% | 204 | $25K |
| Triumph Capital Management | 0.00% | No change | 216 | $24K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 205 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 202 | $22K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -2.6% | 189 | $21K |
| YANKCOM Partnership | 0.01% | No change | 189 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 187 | $21K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -12.6% | 181 | $20K |
| First Pacific Financial | 0.00% | Reduce -24.8% | 179 | $20K |
| Bayban | 0.02% | No change | 173 | $19K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 162 | $18K |
| St Germain D J Co. Inc. | 0.00% | New | 148 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 129 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 128 | $14K |
| Abound Wealth Management | 0.00% | No change | 126 | $14K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 125 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 121 | $13K |
| Eukles Asset Management | 0.01% | Reduce -86.4% | 120 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 112 | $12K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -15.4% | 110 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 108 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 104 | $11K |
| Gill Capital Partners, LLC | 0.00% | New | 101 | $11K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -33.3% | 100 | $11K |
| Fairman Group, LLC | 0.01% | Add +1.0% | 97 | $11K |
| Center for Financial Planning, Inc. | 0.00% | New | 91 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 89 | $10K |
| Truvestments Capital LLC | 0.00% | No change | 84 | $9K |
| Bfsg, LLC | 0.00% | No change | 80 | $9K |
| Richards, Merrill & Peterson, Inc. | 0.00% | Add +5.4% | 78 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 67 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 70 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 70 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -45.5% | 67 | $7K |
| Matrix Private Capital Group LLC | 0.00% | No change | 61 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 59 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 55 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 52 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -36.4% | 49 | $5K |
| Imprint Wealth LLC | 0.02% | No change | 45 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 44 | $5K |
| Curio Wealth, LLC | 0.00% | New | 44 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 44 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $5K |
| Clark Wealth Partners | 0.00% | New | 41 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 40 | $4K |
| CNB Bank | 0.00% | No change | 39 | $4K |
| Corsicana & Co. | 0.00% | Reduce -31.8% | 43 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | New | 34 | $4K |
| Anchor Investment Management, LLC | 0.00% | New | 29 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 26 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 22 | $2K |
| Westfuller Advisors, LLC | 0.00% | Add +25.0% | 20 | $2K |
| Legal & General Group Plc | 0.00% | No change | 19 | $2K |
| Copia Wealth Management | 0.00% | Reduce -96.6% | 16 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 14 | $2K |
| Essential Investment Partners LLC | 0.00% | No change | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $996 |
| Centennial Bank | 0.00% | No change | 7 | $768 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 7 | $768 |
| Rakuten Securities, Inc. | 0.00% | Reduce -66.7% | 1 | $110 |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.