Vanguard Russell 1000 GrowthVONGETF
13F holders, Q2 2026 (June 30)957holders +91
111new positions
25sold out
7famous investors
$127.66avg. 13F price*
At the end of Q2 2026, 957 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 91 from Q1 2026. 111 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($9.7B), UBS Group AG ($3.8B) and LPL Financial LLC ($2.2B). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $311.7M |
| Exits | 25 | $27.3M |
All 13F filers, Q1 2026 → Q2 2026: 10,091,730 shares bought and 5,405,245 shares sold, net +4,686,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 957 holders
| Bank of America Corp. | 0.62% | Reduce -0.8% | 75,510,712 | $9.7B |
| UBS Group AG | 0.61% | Add +3.4% | 29,798,193 | $3.8B |
| LPL Financial LLC | 0.49% | Add +1.6% | 17,043,233 | $2.2B |
| Morgan Stanley | 0.07% | Add +3.9% | 10,112,210 | $1.3B |
| Cetera Investment Advisers | 1.11% | Add +0.6% | 9,549,145 | $1.2B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.49% | Add +0.1% | 5,666,238 | $724.2M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.8% | 5,410,693 | $691.5M |
| Wells Fargo & Company | 0.10% | Add +6.0% | 4,492,677 | $574.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -18.0% | 4,253,714 | $543.7M |
| Citigroup Inc. | 0.21% | Reduce -0.4% | 3,577,452 | $457.2M |
| Ameriprise Financial Inc. | 0.09% | Reduce -11.7% | 3,510,147 | $449.0M |
| Sequoia Financial Advisors, LLC | 2.19% | Reduce -1.6% | 3,426,943 | $438.0M |
| Raymond James Financial Inc. | 0.11% | Add +2.1% | 3,179,933 | $406.4M |
| Janney Montgomery Scott LLC | 0.51% | Add +14.3% | 2,060,897 | $263.4M |
| Truist Financial Corp. | 0.31% | Add +5.0% | 2,052,685 | $262.4M |
| Commonwealth Equity Services, LLC | 0.33% | Add +1.6% | 2,046,952 | $261.6M |
| Creative Planning | 0.15% | Reduce -6.5% | 2,010,520 | $257.0M |
| SageView Advisory Group, LLC | 8.09% | Reduce -6.4% | 1,931,426 | $246.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.3% | 1,865,989 | $238.5M |
| Jones Financial Companies LLLP | 0.09% | Reduce -7.2% | 1,927,184 | $235.3M |
| Jabodon PT Co. | 21.43% | Add +4.6% | 1,708,907 | $218.4M |
| Nomura Asset Management International Inc. | 0.32% | New | 1,674,624 | $214.0M |
| Equitable Holdings, Inc. | 1.16% | Add +1.2% | 1,575,282 | $193.6M |
| Osaic Holdings, Inc. | 0.22% | Add +5.3% | 1,455,258 | $186.0M |
| Pathstone Holdings, LLC | 0.52% | Add +10.8% | 1,386,338 | $177.2M |
| Cerity Partners LLC | 0.20% | Add +27.7% | 1,266,738 | $161.9M |
| Cresset Asset Management, LLC | 0.58% | Add +74.3% | 1,255,576 | $160.5M |
| Fifth Third Bancorp | 0.26% | Reduce -0.4% | 1,242,770 | $158.8M |
| Royal Bank of Canada | 0.03% | Reduce -4.8% | 1,226,410 | $156.7M |
| Beacon Pointe Advisors, LLC | 0.71% | Add +10.9% | 1,190,589 | $152.2M |
| Apollon Wealth Management, LLC | 1.76% | Add +33.8% | 1,133,318 | $144.8M |
| Quent Capital, LLC | 8.79% | Add +2.3% | 1,119,968 | $143.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.1% | 1,097,771 | $140.3M |
| Prudential Financial Inc. | 0.15% | Reduce -5.2% | 1,072,320 | $137.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.8% | 989,491 | $124.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.3% | 957,966 | $122.4M |
| Corient Private Wealth LP | 0.15% | Reduce -7.1% | 843,403 | $107.8M |
| Aaron Wealth Advisors LLC | 5.18% | Reduce -7.5% | 797,921 | $102.0M |
| Rockefeller Capital Management L.P. | 0.15% | Add +6.7% | 764,316 | $97.7M |
| Global Strategic Investment Solutions, LLC | 7.87% | Reduce -1.1% | 687,743 | $87.9M |
| Silvercrest Asset Management Group LLC | 0.57% | Reduce -11.8% | 683,725 | $87.4M |
| LPWM LLC | 19.35% | Add +3.3% | 682,435 | $87.2M |
| WestHill Financial Advisors, Inc. | 14.26% | Add +0.1% | 655,188 | $83.7M |
| SCS Capital Management LLC | 0.77% | Add +9.7% | 638,200 | $81.6M |
| 93 Financial Group, LLC | 30.34% | Add +0.4% | 601,405 | $76.9M |
| Alliance Wealth Advisors, LLC | 13.40% | Add +22.1% | 554,931 | $70.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.65% | Add +3.0% | 553,037 | $70.7M |
| Waldron Private Wealth LLC | 2.37% | Reduce -2.1% | 534,614 | $68.3M |
| Hapanowicz & Associates Financial Services, Inc | 21.11% | Add +0.6% | 531,074 | $67.9M |
| Nadler Financial Group, Inc. | 5.69% | Add +0.8% | 525,540 | $67.2M |
| Wealthquest Corp | 4.24% | Reduce -5.0% | 525,384 | $67.1M |
| Captrust Financial Advisors | 0.10% | Reduce -10.8% | 524,846 | $67.1M |
| Seven Bridges Advisors LLC | 32.04% | — | 519,988 | $66.5M |
| CIBC Bancorp USA Inc. | 0.08% | Add +41.4% | 518,038 | $66.2M |
| Valley Wealth Managers, Inc. | 3.75% | Reduce -4.6% | 507,390 | $64.8M |
| Modera Wealth Management, LLC | 0.68% | Add +0.1% | 499,958 | $63.9M |
| Citizens & Northern Corp. | 13.50% | Add +20.2% | 462,175 | $59.1M |
| NewEdge Advisors, LLC | 0.17% | Add +33.3% | 440,091 | $56.2M |
| Stephens Inc. | 0.63% | Reduce -0.9% | 437,676 | $55.9M |
| Commerce Bank | 0.24% | Add +16.6% | 419,053 | $53.6M |
| Snowden Capital Advisors LLC | 1.27% | Reduce -5.2% | 417,425 | $53.4M |
| Kinetic Wealth Investment Advisors LLC | 24.68% | — | 409,654 | $52.4M |
| Mariner, LLC | 0.05% | Reduce -14.8% | 396,131 | $50.6M |
| Apella Capital, LLC | 0.71% | Add +13.3% | 402,893 | $50.3M |
| Bank of New York Mellon Corp | 0.01% | Add +4.2% | 391,233 | $50.0M |
| Tiaa Trust, National Association | 2.89% | Reduce -1.1% | 382,105 | $48.8M |
| Parkside Financial Bank & Trust | 3.31% | Add +5.4% | 379,038 | $48.4M |
| One Capital Management, LLC | 1.27% | No change | 416,362 | $45.7M |
| Wealthspire Retirement, LLC | 2.47% | Add +3.8% | 352,091 | $45.0M |
| Clearstead Advisors, LLC | 0.42% | Reduce -11.2% | 347,785 | $44.5M |
| Tolleson Wealth Management, Inc. | 5.86% | No change | 340,015 | $43.5M |
| First National Bank of Omaha | 1.22% | Add +18.8% | 344,539 | $43.2M |
| Atlantic Union Bankshares Corp | 0.71% | Add +13.7% | 331,269 | $42.3M |
| Assetmark, Inc. | 0.07% | Reduce -29.6% | 321,550 | $41.1M |
| Pacific Life Fund Advisors LLC | 4.50% | Reduce -7.3% | 319,951 | $40.9M |
| Summit Financial Strategies, Inc. | 2.79% | Add +24.9% | 310,757 | $39.7M |
| MML Investors Services, LLC | 0.08% | Add +12.3% | 308,934 | $39.5M |
| Lido Advisors, LLC | 0.14% | Reduce -6.8% | 308,350 | $39.4M |
| Windward Private Wealth Management Inc. | 12.56% | Add +2.3% | 307,150 | $39.3M |
| Steele Capital Management, Inc. | 1.44% | Add +0.0% | 306,208 | $39.1M |
| M&T Bank Corp | 0.11% | Add +38.3% | 303,485 | $38.8M |
| TD Private Client Wealth LLC | 0.71% | Add +4.3% | 302,869 | $38.7M |
| Highland Financial Advisors, LLC | 8.42% | Add +21.4% | 299,639 | $38.3M |
| D.A. Davidson & Co. | 0.20% | Add +3.5% | 288,920 | $36.9M |
| LVW Advisors, LLC | 3.18% | Reduce -9.8% | 288,259 | $36.8M |
| Exchange Traded Concepts, LLC | 0.17% | Add +16.1% | 273,627 | $35.0M |
| Haverford Trust Co | 0.29% | Add +11.3% | 263,796 | $33.7M |
| Nicolet Bankshares Inc. | 1.07% | Reduce -1.1% | 262,461 | $33.5M |
| Glenmede Trust Co. NA | 0.14% | Add +33.0% | 251,667 | $32.2M |
| AMG National Trust Bank | 0.63% | Add +270.2% | 237,808 | $30.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.3% | 235,188 | $30.0M |
| Advisors Capital Management, LLC | 0.32% | Add +18.1% | 233,717 | $29.9M |
| Cynosure Group, LLC | 4.47% | Reduce -11.5% | 232,626 | $29.7M |
| &partners | 0.12% | Add +1.8% | 222,661 | $28.5M |
| Global Retirement Partners, LLC | 0.43% | — | 220,568 | $28.2M |
| Arrowroot Family Office, LLC | 8.00% | Add +5.8% | 218,720 | $28.0M |
| Condor Capital Management | 2.04% | Reduce -1.9% | 212,590 | $27.2M |
| Bernardo Wealth Planning LLC | 4.63% | Add +3.7% | 212,221 | $27.1M |
| Perkins Coie Trust Co | 4.37% | Add +1.9% | 206,319 | $26.4M |
| Planning Strategies Inc. | 16.43% | — | 205,539 | $26.3M |
| Wealth Dimensions Group, Ltd. | 4.70% | Add +0.5% | 205,402 | $26.3M |
| Stifel Financial Corp. | 0.02% | Add +12.1% | 205,056 | $26.2M |
| Cambridge Associates LLC /Ma/ | 0.37% | Reduce -3.3% | 201,440 | $25.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +32.3% | 199,369 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -10.2% | 198,770 | $25.4M |
| Elite Financial, Inc. | 9.88% | Reduce -1.6% | 191,337 | $24.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -48.6% | 183,056 | $23.4M |
| Procyon Advisors, LLC | 1.01% | Add +12.1% | 182,886 | $23.4M |
| Kestra Private Wealth Services, LLC | 0.25% | Reduce -3.0% | 179,376 | $22.9M |
| Evergreen Wealth Partners LLC | 13.47% | Add +2.8% | 175,655 | $22.5M |
| Mesirow Financial Investment Management, Inc. | 0.35% | Add +3.6% | 174,429 | $22.3M |
| Arax Advisory Partners | 0.15% | Add +677.0% | 173,096 | $22.1M |
| AQR Capital Management | 0.01% | Add +53.1% | 172,992 | $22.1M |
| HB Wealth Management, LLC | 0.12% | Reduce -0.7% | 169,616 | $21.7M |
| Keybank National Association | 0.07% | Add +2.9% | 167,061 | $21.4M |
| Zhang Financial LLC | 0.61% | Add +167.5% | 163,754 | $20.9M |
| BTG Pactual Asset Management US LLC | 1.57% | Add +126.6% | 170,312 | $20.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.2% | 161,453 | $20.6M |
| Fifth Third Securities, Inc. | 1.15% | Reduce -1.4% | 157,118 | $20.1M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -0.8% | 153,933 | $19.6M |
| Yarger Wealth Strategies, LLC | 6.85% | Add +0.8% | 149,434 | $19.1M |
| Creative Financial Designs Inc. | 0.90% | Reduce -44.1% | 147,277 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +144.1% | 146,567 | $18.7M |
| Brand Asset Management Group, Inc. | 4.07% | Add +4.6% | 143,960 | $18.4M |
| Joel Isaacson & Co., LLC | 0.53% | Add +2.3% | 143,489 | $18.3M |
| Integrated Investment Consultants, LLC | 3.44% | Add +7.0% | 141,500 | $17.5M |
| Tower Research Capital LLC (TRC) | 0.43% | Add +1945414.3% | 136,186 | $17.4M |
| Quantinno Capital Management LP | 0.02% | Add +3.6% | 133,733 | $17.1M |
| FMR LLC | 0.00% | Add +24.4% | 131,359 | $16.8M |
| Vance Wealth, LLC | 3.73% | Add +2.6% | 129,574 | $16.6M |
| Connable Office Inc. | 1.45% | Reduce 0.0% | 129,027 | $16.5M |
| Spartan Wealth Advisory Services LLC | 1.33% | Add +19.9% | 127,354 | $16.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +11.7% | 125,786 | $16.1M |
| Fort Washington Investment Advisors Inc. | 0.08% | Reduce -4.8% | 125,021 | $16.0M |
| 71 West Capital Partners | 0.55% | Reduce -0.4% | 124,315 | $15.9M |
| FourThought Financial Partners, LLC | 1.20% | Add +3.2% | 121,814 | $15.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -16.8% | 121,201 | $15.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -52.6% | 119,994 | $15.3M |
| Mutual Advisors, LLC | 0.29% | Add +8.8% | 119,611 | $15.3M |
| Mission Wealth Management, LP | 0.19% | Add +15.3% | 119,546 | $15.3M |
| Strategic Financial Partners, Ltd. | 5.50% | Reduce -20.5% | 114,087 | $14.6M |
| Advisors Preferred, LLC | 2.23% | Reduce -24.9% | 115,590 | $14.4M |
| Ieq Capital, LLC | 0.07% | Reduce -47.4% | 110,723 | $14.2M |
| Savvy Advisors, Inc. | 0.30% | Add +24.8% | 110,114 | $14.1M |
| Winthrop Advisory Group LLC | 0.94% | Add +29.0% | 109,467 | $14.0M |
| Win Advisors, Inc. | 4.98% | New | 109,333 | $14.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +29.0% | 109,326 | $14.0M |
| Aptus Capital Advisors, LLC | 0.10% | Add +0.9% | 108,089 | $13.8M |
| Park Avenue Securities LLC | 0.08% | Add +23.3% | 105,501 | $13.5M |
| Livet Wealth, LLC | 7.71% | Reduce -0.3% | 104,624 | $13.4M |
| Bare Financial Services, Inc | 3.04% | Add +2.9% | 103,701 | $13.3M |
| Alliancebernstein L.P. | 0.00% | Add +332.7% | 119,867 | $13.1M |
| Apollon Financial, LLC | 1.53% | Add +5.8% | 101,236 | $12.9M |
| Smartleaf Asset Management LLC | 0.39% | No change | 96,303 | $12.1M |
| IFG Advisory, LLC | 0.42% | New | 93,864 | $12.0M |
| Royal Fund Management, LLC | 0.97% | Reduce -2.7% | 90,994 | $11.6M |
| BlackRock, Inc. | 0.00% | Add +25.4% | 90,731 | $11.6M |
| Savant Capital, LLC | 0.03% | Add +112.5% | 96,443 | $11.5M |
| Relyea Zuckerberg Hanson LLC | 0.91% | Add +25.1% | 85,822 | $11.0M |
| Klingenstein Fields & Co. LP | 0.38% | Reduce -4.0% | 85,623 | $10.9M |
| Gross & Hartman Investments LLC | 4.81% | Add +0.9% | 85,208 | $10.9M |
| Cary Street Partners Financial LLC | 0.23% | Reduce -5.7% | 84,131 | $10.8M |
| Prime Buchholz LLC | 3.75% | New | 81,288 | $10.4M |
| Pinnacle Financial Partners, Inc. | 0.07% | Reduce -2.4% | 80,178 | $10.2M |
| Hurley Capital, LLC | 5.26% | Add +2.9% | 79,481 | $10.2M |
| Investors Research Corp | 1.82% | Add +0.6% | 79,364 | $10.1M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -0.1% | 79,007 | $10.1M |
| Virtue Capital Management, LLC | 1.32% | Add +12.3% | 77,528 | $9.9M |
| Darrow Company, Inc. | 3.83% | Reduce -2.6% | 77,270 | $9.9M |
| American Financial & Tax Strategies Inc. | 4.37% | Reduce -5.8% | 75,660 | $9.7M |
| Safe Harbor Family Capital, LLC | 6.39% | Add +0.1% | 74,831 | $9.6M |
| Cascade Wealth Advisors, Inc | 3.81% | Add +12.5% | 73,840 | $9.5M |
| Accretive Wealth Partners, LLC | 2.26% | Add +71.5% | 72,628 | $9.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +26.0% | 72,285 | $9.2M |
| Sowell Financial Services LLC | 0.30% | Add +31.8% | 71,823 | $9.2M |
| Lebenthal Global Advisors, LLC | 1.22% | Reduce -51.4% | 71,047 | $9.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.5% | 69,948 | $8.9M |
| Base Wealth Management LLC | 3.93% | Reduce -18.4% | 66,120 | $8.5M |
| Empire Life Investments Inc. | 0.45% | Reduce -5.2% | 63,570 | $8.1M |
| Rodgers & Associates, LTD | 0.73% | Add +0.5% | 63,242 | $8.1M |
| Nicholson Meyer Capital Management, Inc. | 5.29% | Reduce -3.1% | 62,098 | $7.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +7.7% | 60,658 | $7.8M |
| Westfuller Advisors, LLC | 2.81% | Add +302400.0% | 60,500 | $7.7M |
| MAI Capital Management | 0.03% | Reduce -0.1% | 59,536 | $7.6M |
| World Investment Advisors | 0.13% | Add +10.7% | 59,831 | $7.6M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -1.3% | 58,628 | $7.5M |
| SWAN Capital LLC | 2.56% | Reduce -15.2% | 58,509 | $7.5M |
| Wedbush Securities Inc. | 0.19% | Reduce -7.2% | 58,210 | $7.4M |
| ERn Financial, LLC | 1.23% | Reduce -1.3% | 58,130 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +363.9% | 57,929 | $7.4M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -0.3% | 57,037 | $7.3M |
| Curtis Advisory Group, LLC | 1.41% | Add +2.1% | 56,834 | $7.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -53.6% | 56,826 | $7.3M |
| Fifth Third Wealth Advisors LLC | 0.20% | Reduce -3.9% | 56,693 | $7.2M |
| Aurelius Family Office LLC | 2.85% | Add +3.2% | 56,648 | $7.2M |
| Legacy Edge Advisors, LLC | 0.66% | Reduce -1.6% | 56,595 | $7.2M |
| Bank of Montreal | 0.00% | Add +5.7% | 56,390 | $7.2M |
| Venture Visionary Partners LLC | 0.20% | Add +1103.7% | 55,802 | $7.1M |
| Johnson Investment Counsel Inc. | 0.05% | Add +1.4% | 55,408 | $7.1M |
| COFG Advisors, LLC | 1.22% | Add +46.6% | 55,195 | $7.1M |
| GEM Asset Management, LLC | 2.76% | Reduce -1.7% | 54,783 | $7.0M |
| Fidelis Capital Partners, LLC | 0.40% | Reduce -2.1% | 53,991 | $6.9M |
| Golden Road Advisors LLC | 3.33% | Add +1.6% | 53,797 | $6.9M |
| Guardian Wealth Advisors, LLC / NC | 0.39% | Add +2.0% | 53,629 | $6.9M |
| Facet Wealth, Inc. | 0.10% | Reduce -3.3% | 52,474 | $6.7M |
| Americana Partners, LLC | 0.15% | Add +2.6% | 52,018 | $6.6M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +2.8% | 51,448 | $6.6M |
| Cozad Asset Management Inc. | 0.42% | Add +0.3% | 51,089 | $6.5M |
| Frederick Financial Consultants, LLC | 2.67% | Add +3.4% | 49,221 | $6.3M |
| TIAA Wealth Investment Management LLC | 0.04% | Add +286.9% | 49,502 | $6.2M |
| Blue Capital, Inc. | 3.88% | Add +0.5% | 47,759 | $6.1M |
| CKW Financial Group | 0.60% | Add +1.3% | 47,922 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -17.5% | 47,169 | $6.0M |
| GTS Securities LLC | 0.13% | Add +29.3% | 46,922 | $6.0M |
| Grey Fox Wealth Advisors, LLC | 0.93% | Add +3.4% | 46,575 | $6.0M |
| Philip James Wealth Mangement, LLC | 0.69% | Reduce -4.3% | 46,511 | $5.9M |
| Stegner Investment Associates Inc. | 2.77% | Add +0.0% | 45,647 | $5.8M |
| Continuum Advisory, LLC | 0.46% | Reduce -0.5% | 44,929 | $5.7M |
| Sapient Capital LLC | 0.07% | Add +9.6% | 44,647 | $5.7M |
| Wealth Advisory Team LLC | 4.58% | — | 44,100 | $5.6M |
| Providence First Trust Co | 1.58% | New | 44,089 | $5.6M |
| Zacks Investment Management | 0.04% | Add +80.7% | 43,669 | $5.6M |
| D. E. Shaw & Co. | 0.00% | New | 43,588 | $5.6M |
| RFG Advisory, LLC | 0.09% | Reduce -6.2% | 43,401 | $5.5M |
| XML Financial, LLC | 0.40% | Add +19.1% | 43,164 | $5.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.23% | Reduce -62.7% | 42,835 | $5.5M |
| Brown Advisory Inc. | 0.01% | Reduce -5.3% | 42,790 | $5.5M |
| IFP Advisors, Inc | 0.10% | Reduce -29.9% | 42,711 | $5.5M |
| Crumly & Associates Inc. | 1.04% | Reduce -12.1% | 42,603 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +14.6% | 41,861 | $5.4M |
| Auour Investments LLC | 1.51% | Add +0.9% | 41,121 | $5.3M |
| Money Concepts Capital Corp. | 0.24% | Add +27.4% | 40,478 | $5.2M |
| PFG Advisors | 0.26% | Add +1.1% | 40,407 | $5.2M |
| Signaturefd, LLC | 0.07% | Reduce -1.8% | 39,960 | $5.1M |
| TAGStone Capital, Inc. | 1.61% | Add +2.6% | 39,514 | $5.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -18.0% | 39,569 | $5.0M |
| Adapt Wealth Advisors, LLC | 1.63% | Reduce -2.0% | 39,025 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Add +24.8% | 38,461 | $4.9M |
| Valley National Advisers Inc. | 0.55% | Add +64.4% | 38,441 | $4.9M |
| TCV Trust & Wealth Management, Inc. | 0.37% | Add +5.5% | 38,189 | $4.9M |
| Certified Advisory Corp | 0.39% | Reduce -9.6% | 38,129 | $4.9M |
| Thompson Siegel & Walmsley LLC | 0.09% | Reduce -1.9% | 38,034 | $4.9M |
| Legacy Financial Advisors, Inc. | 0.59% | Reduce -3.0% | 37,902 | $4.8M |
| Gainline Financial Partners, LLC | 4.50% | — | 37,726 | $4.8M |
| Fairman Group, LLC | 3.78% | Add +38737.1% | 37,672 | $4.8M |
| Sage Mountain Advisors LLC | 0.29% | Reduce -1.6% | 37,501 | $4.8M |
| Verus Capital Partners, LLC | 0.26% | Add +13.0% | 37,224 | $4.8M |
| Renaissance Technologies | 0.01% | Reduce -53.6% | 37,000 | $4.7M |
| MY Wealth Management Inc. | 3.32% | New | 36,900 | $4.7M |
| Indivisible Partners | 0.27% | Reduce -0.0% | 36,795 | $4.7M |
| Callan Family Office, LLC | 0.09% | Reduce -2.4% | 36,531 | $4.7M |
| OpenArc Corporate Advisory, LLC | 0.06% | Add +0.2% | 36,291 | $4.6M |
| Michels Family Financial, LLC | 2.92% | Add +4.5% | 35,581 | $4.5M |
| Roffman Miller Associates Inc. | 0.24% | Add +0.1% | 35,570 | $4.5M |
| One Day In July LLC | 0.31% | Reduce -2.7% | 35,203 | $4.5M |
| Tennessee Valley Asset Management Partners | 0.49% | Add +0.8% | 35,044 | $4.5M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -2.0% | 34,681 | $4.4M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -0.5% | 34,606 | $4.4M |
| First National Trust Co | 0.15% | Reduce -3.9% | 34,305 | $4.4M |
| Ballentine Partners, LLC | 0.05% | No change | 33,835 | $4.3M |
| Diversified Portfolios, Inc. | 0.31% | Reduce -0.0% | 33,798 | $4.3M |
| WFA of San Diego, LLC | 3.52% | Add +3.9% | 33,135 | $4.3M |
| Mezzasalma Advisors, LLC | 0.86% | Add +2.7% | 41,761 | $4.3M |
| Portfolio Strategies, Inc. | 0.41% | Reduce -11.2% | 32,910 | $4.2M |
| Focus Financial Network, Inc. | 0.13% | Add +3.4% | 32,509 | $4.2M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 32,465 | $4.1M |
| Spectrum Investment Advisors, Inc. | 1.68% | Add +5.3% | 32,137 | $4.1M |
| REDW Wealth LLC | 1.47% | Add +16.2% | 32,134 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -5.8% | 31,036 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 31,006 | $4.0M |
| Mgo One Seven LLC | 0.07% | Add +1.8% | 30,937 | $4.0M |
| Maridea Wealth Management LLC | 0.42% | Reduce -13.7% | 30,152 | $3.9M |
| Flagship Wealth Advisors, LLC | 0.86% | Add +1107.9% | 30,137 | $3.9M |
| Prosperity Consulting Group, LLC | 0.15% | Reduce -6.6% | 30,010 | $3.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -3.5% | 29,028 | $3.7M |
| Focus Partners Wealth | 0.00% | Reduce -81.8% | 28,649 | $3.7M |
| Diversified Enterprises, LLC | 0.17% | Reduce -0.6% | 28,078 | $3.6M |
| Belpointe Asset Management LLC | 0.12% | Reduce -26.4% | 28,068 | $3.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -32.1% | 28,171 | $3.6M |
| Westshore Wealth, LLC | 1.09% | Reduce -11.4% | 27,465 | $3.5M |
| Atria Investments, Inc | 0.03% | Add +94.8% | 27,044 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +0.7% | 26,794 | $3.4M |
| Western Wealth Management, LLC | 0.11% | Add +1.1% | 26,545 | $3.4M |
| Operose Advisors LLC | 0.64% | Reduce -0.6% | 26,010 | $3.3M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -0.1% | 25,980 | $3.3M |
| Accurate Wealth Management, LLC | 0.32% | Add +42.3% | 25,935 | $3.3M |
| Princeton Global Asset Management LLC | 0.47% | Add +4.3% | 25,738 | $3.3M |
| Sunpointe, LLC | 0.93% | Add +2.7% | 25,631 | $3.3M |
| Main Street Financial Solutions, LLC | 0.21% | Add +21.6% | 25,597 | $3.3M |
| Fisher Asset Management | 0.00% | Add +470.6% | 25,558 | $3.3M |
| M3 Advisory Group, LLC | 1.67% | Add +0.3% | 25,140 | $3.2M |
| Inspire Advisors, LLC | 0.22% | Reduce -4.3% | 25,092 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +23.9% | 25,068 | $3.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.30% | Reduce -4.0% | 25,058 | $3.2M |
| Principal Securities, Inc. | 0.04% | Add +16.4% | 24,902 | $3.2M |
| NewEdge Wealth, LLC | 0.03% | Add +230.2% | 24,262 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.3% | 25,235 | $3.1M |
| Summit Financial, LLC | 0.03% | Add +8.1% | 23,858 | $3.0M |
| Shikiar Asset Management Inc. | 0.83% | No change | 23,500 | $3.0M |
| Retirement Planning Group, LLC | 0.07% | Add +11.8% | 23,096 | $3.0M |
| Ethos Financial Group, LLC | 0.19% | Reduce -2.0% | 24,555 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +8.4% | 22,483 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +8.1% | 22,164 | $2.8M |
| Steph & Co. | 0.72% | Reduce -3.1% | 22,127 | $2.8M |
| Valtrion Capital Management, LLC | 2.07% | Add +0.0% | 21,796 | $2.8M |
| Ameritas Advisory Services, LLC | 0.06% | New | 21,687 | $2.8M |
| Diversify Advisory Services, LLC | 0.05% | New | 22,677 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | Add +3.1% | 22,677 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.85% | Reduce -0.3% | 21,327 | $2.7M |
| Embree Financial Group | 0.27% | Reduce -8.9% | 21,212 | $2.7M |
| Blackston Financial Advisory Group, LLC | 1.53% | Add +3.6% | 21,197 | $2.7M |
| HSBC Holdings PLC | 0.00% | Add +23.9% | 21,170 | $2.7M |
| Castlekeep Investment Advisors LLC | 1.35% | Add +4.7% | 21,126 | $2.7M |
| Sound Financial Strategies Group, LLC | 1.71% | Add +0.0% | 21,081 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 20,533 | $2.6M |
| Simon Quick Advisors, LLC | 0.10% | Add +7.3% | 20,254 | $2.6M |
| Aprio Wealth Management, LLC | 0.13% | Add +444.4% | 20,214 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -3.9% | 19,949 | $2.5M |
| Wedmont Private Capital | 0.07% | Reduce -2.3% | 19,956 | $2.5M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -0.2% | 19,910 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +51.8% | 19,475 | $2.5M |
| Elevation Capital Advisory, LLC | 0.92% | Add +21.1% | 18,739 | $2.4M |
| First Horizon Corp. | 0.09% | Add +12.6% | 18,658 | $2.4M |
| Axis Wealth Partners, LLC | 1.14% | Add +0.3% | 18,516 | $2.4M |
| CVFG LLC | 0.25% | Add +3.7% | 18,409 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +5.0% | 18,345 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +8.1% | 18,333 | $2.3M |
| Fiduciary Financial Advisors | 0.24% | New | 18,293 | $2.3M |
| Shelton Capital Management | 0.04% | Reduce -28.8% | 18,199 | $2.3M |
| Carnegie Investment Counsel | 0.05% | No change | 18,151 | $2.3M |
| Vanguard Advisers Inc. | 0.01% | Add +24.7% | 18,087 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -78.9% | 17,982 | $2.3M |
| Tucker Asset Management LLC | 0.57% | Add +2.4% | 17,916 | $2.3M |
| Fiduciary Trust Co | 0.02% | Reduce -3.1% | 17,900 | $2.3M |
| Clarion Wealth Managment Partners, LLC | 1.81% | Add +0.3% | 17,549 | $2.2M |
| Fort Sheridan Advisors LLC | 0.24% | Add +1.9% | 17,521 | $2.2M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.0% | 17,426 | $2.2M |
| Fulton Bank, N.A. | 0.07% | Add +5.0% | 17,421 | $2.2M |
| Hershey Financial Advisers, LLC | 1.60% | New | 17,405 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +3.9% | 16,661 | $2.1M |
| Webster Bank, N. A. | 0.18% | Add +5.8% | 16,218 | $2.1M |
| Garde Capital, Inc. | 0.09% | No change | 16,176 | $2.1M |
| Next Level Private LLC | 0.39% | Reduce -4.0% | 15,742 | $2.0M |
| Nemes Rush Group LLC | 0.17% | No change | 15,723 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.4% | 15,710 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.48% | Reduce -0.8% | 15,675 | $2.0M |
| Westview Management dba Westview Investment Advisors | 0.98% | Add +0.0% | 15,613 | $2.0M |
| Solutions 4 Wealth, Ltd | 2.54% | Add +18.1% | 15,390 | $2.0M |
| Private Trust Co. NA | 0.16% | Add +11.1% | 15,371 | $2.0M |
| Atlanta Consulting Group Advisors, LLC | 0.31% | Add +4.1% | 15,347 | $2.0M |
| Victory Financial Group, LLC | 0.20% | Reduce -0.6% | 15,206 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +16.9% | 15,141 | $1.9M |
| Thomasville National Bank | 0.10% | — | 14,858 | $1.9M |
| Valpey Financial Services, LLC | 1.09% | Add +2.2% | 14,353 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.41% | Reduce -1.3% | 14,322 | $1.8M |
| Trilogy Capital Inc. | 0.07% | Add +23.0% | 14,268 | $1.8M |
| Level Four Advisory Services, LLC | 0.05% | Add +0.9% | 13,991 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.41% | No change | 13,965 | $1.8M |
| Spirepoint Private Client, LLC | 0.14% | Add +2.6% | 13,904 | $1.8M |
| Andina Capital Management, LLC | 2.91% | Reduce -55.4% | 13,893 | $1.8M |
| LBJ Family Wealth Advisors, Ltd. | 0.90% | Add +0.6% | 14,124 | $1.8M |
| Rasp Wealth Solutions, LLC | 0.58% | — | 13,743 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +48.4% | 13,717 | $1.8M |
| Checchi Capital Advisers, LLC | 0.11% | New | 13,666 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.26% | No change | 13,610 | $1.7M |
| Beacon Financial Planning, Inc. | 0.59% | Add +11.3% | 13,553 | $1.7M |
| Allegiance Financial Group Advisory Services LLC | 0.30% | Reduce -12.4% | 13,509 | $1.7M |
| 3Chopt Investment Partners, LLC | 0.32% | No change | 13,460 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +138.3% | 13,446 | $1.7M |
| Institute for Wealth Management, LLC. | 0.15% | No change | 13,317 | $1.7M |
| Curi Capital, LLC | 0.03% | No change | 13,310 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.05% | No change | 13,226 | $1.7M |
| Sonata Capital Group Inc. | 0.54% | Reduce -0.9% | 13,033 | $1.7M |
| Moors & Cabot, Inc. | 0.06% | Add +0.1% | 13,005 | $1.7M |
| Vise Technologies, Inc. | 0.02% | Add +203.0% | 12,971 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +574.4% | 12,915 | $1.7M |
| National Philanthropic Trust | 0.02% | Add +46.6% | 12,901 | $1.6M |
| Gotham Asset Management | 0.00% | No change | 12,786 | $1.6M |
| AdvisorNet Financial, Inc | 0.07% | Add +3.0% | 12,720 | $1.6M |
| Certuity, LLC | 0.08% | Reduce -1.8% | 12,706 | $1.6M |
| Arkadios Wealth Advisors | 0.02% | Add +8.4% | 12,624 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +53.5% | 12,575 | $1.6M |
| Uptick Partners, LLC | 0.25% | Add +28.2% | 12,476 | $1.6M |
| FSM Wealth Advisors, LLC | 0.17% | Add +2.9% | 12,371 | $1.6M |
| Fortis Capital Advisors, LLC | 0.18% | Reduce -5.2% | 12,325 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -45.4% | 12,282 | $1.6M |
| Financial Alternatives, Inc | 0.77% | Reduce -17.9% | 12,225 | $1.6M |
| Fund Evaluation Group, LLC | 0.04% | No change | 12,224 | $1.6M |
| Diversified Trust Co. | 0.02% | Add +0.4% | 12,077 | $1.5M |
| MSH Capital Advisors LLC | 0.27% | Add +359.5% | 12,063 | $1.5M |
| Balentine LLC | 0.05% | No change | 11,972 | $1.5M |
| Matrix Asset Advisors Inc. | 0.12% | Add +91.6% | 11,689 | $1.5M |
| Headlands Technologies LLC | 0.16% | Reduce -63.2% | 11,527 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Add +22.3% | 12,148 | $1.5M |
| Bokf, NA | 0.02% | Add +34.2% | 11,287 | $1.4M |
| Baker Boyer National Bank | 0.39% | No change | 11,249 | $1.4M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -0.3% | 11,079 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.4% | 10,964 | $1.4M |
| Elevation Wealth Partners, LLC | 0.42% | Reduce -2.2% | 10,946 | $1.4M |
| Cerro Pacific Wealth Advisors LLC | 0.31% | Add +4.8% | 10,750 | $1.4M |
| RFG - Bristol Wealth Advisors, LLC | 0.33% | Reduce -1.1% | 10,688 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -27.0% | 10,628 | $1.4M |
| Magnolia Capital Advisors LLC | 0.23% | Reduce -2.7% | 10,621 | $1.4M |
| Aspiriant, LLC | 0.03% | Add +421.9% | 10,437 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +11.9% | 10,423 | $1.3M |
| Resolute Wealth Strategies, LLC | 0.51% | Reduce -0.2% | 10,301 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -20.7% | 9,812 | $1.3M |
| Asset One Wealth Management LLC | 0.13% | Add +1.0% | 9,849 | $1.3M |
| Basso Capital Management, L.P. | 0.31% | New | 9,786 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -7.4% | 9,783 | $1.3M |
| City Holding Co. | 0.14% | No change | 9,757 | $1.2M |
| Davidson Trust Co. | 0.49% | Reduce -4.0% | 9,731 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +2.9% | 9,699 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +61.0% | 9,682 | $1.2M |
| Advisor OS, LLC | 0.08% | New | 9,659 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,624 | $1.2M |
| Fragasso Financial Advisors Inc | 0.07% | Add +39.8% | 9,592 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -2.5% | 9,727 | $1.2M |
| MTM Investment Management, LLC | 0.34% | Add +0.0% | 9,409 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -7.8% | 9,281 | $1.2M |
| PGIM Custom Harvest LLC | 0.01% | Add +35.6% | 9,237 | $1.2M |
| Signal Tree Financial Partners LLC | 0.78% | Reduce -2.7% | 9,195 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Reduce -0.3% | 9,118 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 9,105 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +1.9% | 9,105 | $1.2M |
| ForthRight Wealth Management, LLC | 0.30% | No change | 9,088 | $1.2M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -6.5% | 9,037 | $1.2M |
| Bison Wealth, LLC | 0.11% | Add +0.4% | 9,101 | $1.2M |
| Brio Consultants, LLC | 0.13% | Add +1.2% | 8,889 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -4.4% | 8,830 | $1.1M |
| Capital Investment Advisors, LLC | 0.01% | Add +5.1% | 8,818 | $1.1M |
| J. M. Brown & Associates Inc. | 0.63% | — | 8,610 | $1.1M |
| American National Bank & Trust | 0.09% | Add +0.0% | 8,590 | $1.1M |
| Rainier Family Wealth Inc. | 0.62% | No change | 8,579 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Reduce -63.8% | 8,512 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 8,488 | $1.1M |
| Junk Investment Group, LLC | 0.48% | Reduce -3.1% | 8,425 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +39.0% | 8,394 | $1.1M |
| American Money Management, LLC | 0.15% | Reduce -7.2% | 8,347 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +0.1% | 8,312 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.6% | 8,153 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -57.7% | 8,117 | $1.0M |
| Forum Finance Group S.A. | 0.37% | Add +13.6% | 10,026 | $1.0M |
| SBI Securities Co., Ltd. | 0.02% | Reduce -26.5% | 8,069 | $1.0M |
| Vicus Capital | 0.07% | Add +4.6% | 8,068 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.27% | No change | 8,048 | $1.0M |
| Capital Planning LLC | 0.30% | No change | 8,012 | $1.0M |
| Sovereign Financial Group, Inc. | 0.16% | Add +5.0% | 7,971 | $1.0M |
| Capstone Wealth Management, Inc. | 0.76% | Reduce -2.6% | 7,988 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.20% | Reduce -7.6% | 7,896 | $1.0M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.4% | 7,852 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.5% | 7,814 | $999K |
| Robinhood Asset Management, LLC | 0.05% | Add +26.2% | 7,730 | $988K |
| Lee, Kelleher & Klein Wealth Management | 0.51% | No change | 7,687 | $982K |
| Waterloo Capital, L.P. | 0.06% | Reduce -31.5% | 7,686 | $982K |
| Flynn Zito Capital Management, LLC | 0.27% | No change | 7,672 | $981K |
| Freedom Investment Management, Inc. | 0.27% | Reduce -5.5% | 7,666 | $980K |
| Axxcess Wealth Management, LLC | 0.02% | New | 7,661 | $979K |
| Calydon Capital | 0.14% | No change | 7,633 | $976K |
| Santori & Peters, Inc. | 0.27% | Add +0.1% | 7,556 | $966K |
| Bluesphere Advisors LLC | 0.30% | No change | 7,550 | $965K |
| Keystone Financial Group | 0.06% | Reduce -0.6% | 7,517 | $961K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -20.4% | 7,496 | $958K |
| Braun-Bostich & Associates Inc. | 0.53% | No change | 7,477 | $956K |
| Arista Wealth Management, LLC | 0.10% | Add +0.3% | 7,474 | $955K |
| Ponta Wealth Partners, LLC | 0.51% | No change | 7,456 | $953K |
| Franklin Resources Inc. | 0.00% | Add +35.4% | 7,378 | $943K |
| Cordatus Wealth Management LLC | 0.20% | Add +0.2% | 7,254 | $927K |
| CoreCap Advisors, LLC | 0.03% | Add +4.6% | 7,156 | $915K |
| Berman McAleer LLC | 0.11% | Reduce -6.9% | 7,135 | $912K |
| Blair William & Co. | 0.00% | Reduce -44.3% | 7,078 | $905K |
| Midwest Trust Co | 0.01% | Add +17.9% | 6,953 | $889K |
| Cedar Wealth Management, LLC | 0.23% | Add +3.0% | 6,894 | $881K |
| Sentinel Trust Co. Lba | 0.08% | No change | 6,885 | $880K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +4.4% | 6,843 | $875K |
| Range Advisory, LLC | 0.10% | New | 6,835 | $874K |
| McAdam, LLC | 0.03% | Reduce -12.8% | 6,820 | $872K |
| Calamos Wealth Management LLC | 0.03% | Reduce -10.3% | 6,813 | $871K |
| Petra Financial Advisors Inc. | 0.40% | Reduce -1.1% | 6,758 | $864K |
| Kachkovsky & Fisher, Inc. | 0.82% | — | 6,700 | $856K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 6,687 | $855K |
| Verum Partners LLC | 0.13% | Reduce -8.1% | 6,687 | $855K |
| HighPoint Advisor Group LLC | 0.03% | Add +80.0% | 6,678 | $854K |
| Advisory Resource Group | 0.13% | Reduce -89.6% | 6,669 | $852K |
| TCW Group Inc. | 0.01% | New | 6,665 | $852K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,659 | $851K |
| Bogart Wealth, LLC | 0.03% | No change | 6,623 | $847K |
| Truepoint, Inc. | 0.02% | Reduce -6.5% | 6,567 | $839K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 6,564 | $839K |
| NovaPoint Capital, LLC | 0.17% | New | 6,540 | $836K |
| AE Wealth Management LLC | 0.00% | Add +3.6% | 6,532 | $835K |
| Carrera Capital Advisors | 0.12% | Add +241.8% | 6,505 | $831K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -71.3% | 6,378 | $815K |
| Eq LLC | 0.20% | No change | 6,351 | $812K |
| Clare Market Investments LLC | 0.15% | Reduce -0.4% | 6,335 | $810K |
| Keeler Thomas Management LLC | 0.29% | New | 6,310 | $806K |
| Financial Guidance Group, Inc. | 0.30% | No change | 6,250 | $799K |
| Ritholtz Wealth Management | 0.01% | Add +14.5% | 6,188 | $791K |
| Cherrydale Wealth Management, LLC | 0.21% | Reduce -1.2% | 6,183 | $790K |
| Betterment LLC | 0.00% | Reduce -7.6% | 6,151 | $786K |
| Nuveen, LLC | 0.00% | New | 6,148 | $786K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.2% | 6,132 | $784K |
| Cura Wealth Advisors, LLC | 0.33% | Add +1.1% | 6,121 | $782K |
| 1832 Asset Management L.P. | 0.00% | Add +57.0% | 6,043 | $772K |
| Clark Capital Management Group, Inc. | 0.00% | New | 5,982 | $765K |
| Global Wealth Management Investment Advisory, Inc. | 0.11% | Reduce -4.9% | 5,969 | $763K |
| Allworth Financial LP | 0.00% | Add +46.4% | 5,870 | $750K |
| Paladin Advisory Group, LLC | 0.50% | Reduce -0.6% | 5,854 | $748K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.3% | 5,909 | $748K |
| Arsenal Capital Advisors LLC | 0.44% | Add +2.6% | 5,824 | $744K |
| Foundations Investment Advisors, LLC | 0.01% | Add +11.4% | 5,736 | $733K |
| Steelhead Wealth Management LLC | 0.29% | Add +57.1% | 5,695 | $727K |
| World Equity Group, Inc. | 0.16% | Reduce -3.9% | 5,673 | $725K |
| Investment Partners, LTD. | 0.23% | Add +49.4% | 5,654 | $723K |
| IHT Wealth Management, LLC | 0.02% | Reduce -15.2% | 5,651 | $722K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,557 | $710K |
| Ignite Planners, LLC | 0.10% | Add +28.1% | 5,490 | $702K |
| US Bancorp \de | 0.00% | Reduce -2.8% | 5,486 | $701K |
| Balboa Wealth Partners | 0.10% | New | 5,483 | $701K |
| Ellenbecker Investment Group | 0.08% | Add +21.4% | 5,481 | $701K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +35.6% | 5,472 | $699K |
| Green Ridge Wealth Planning LLC | 0.29% | Reduce -0.8% | 5,441 | $695K |
| Independent Advisor Alliance | 0.02% | Reduce -56.1% | 5,402 | $690K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,386 | $688K |
| Stone House Investment Management, LLC | 0.09% | No change | 5,363 | $685K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $683K |
| XY Planning Network, Inc. | 0.09% | New | 5,321 | $680K |
| Grant Street Asset Management, Inc. | 0.11% | Add +44.9% | 5,290 | $676K |
| Black Diamond Financial, LLC | 0.06% | Add +4.1% | 5,204 | $665K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.8% | 5,199 | $664K |
| Vanguard National Trust Co | 0.04% | Add +23.1% | 5,068 | $648K |
| First Financial Bankshares Inc | 0.01% | No change | 5,053 | $646K |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 5,005 | $640K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -1.3% | 4,990 | $638K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 4,955 | $633K |
| Lewis Asset Management, LLC | 0.22% | Reduce -0.8% | 4,950 | $633K |
| Trust Point Inc. | 0.05% | Reduce -10.3% | 4,920 | $629K |
| Hilltop Holdings Inc. | 0.05% | Add +84.5% | 4,903 | $627K |
| First American Bank | 0.03% | Add +47.2% | 4,840 | $619K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,836 | $618K |
| SIMA Wealth Partners, LLC | 0.43% | No change | 4,734 | $605K |
| Fairway Wealth LLC | 0.14% | Add +0.1% | 4,695 | $600K |
| N10 Wealth, LLC | 0.21% | — | 4,675 | $598K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 4,660 | $596K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $596K |
| Compass Wealth Management LLC | 0.11% | New | 4,640 | $593K |
| FF Advisors,LLC | 0.22% | No change | 4,631 | $592K |
| International Assets Investment Management, LLC | 0.04% | Add +344.5% | 4,632 | $586K |
| Fortitude Advisory Group L.L.C. | 0.22% | Add +0.1% | 4,549 | $581K |
| Level Financial Advisors | 0.13% | Reduce -0.8% | 4,539 | $580K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,531 | $579K |
| Titleist Asset Management, LLC | 0.04% | Reduce -2.8% | 4,529 | $579K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -23.5% | 4,527 | $579K |
| Fermata Advisors, LLC | 0.12% | Add +0.1% | 4,484 | $573K |
| ARK & TLK Investments, LLC | 0.14% | No change | 4,384 | $560K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -0.9% | 4,340 | $555K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $552K |
| Emerald Advisors, LLC | 0.07% | Reduce -1.2% | 4,259 | $544K |
| Opus Capital Group, LLC | 0.05% | Add +0.0% | 4,226 | $540K |
| CRA Financial Services, LLC | 0.06% | No change | 4,215 | $539K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 4,209 | $538K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 4,423 | $536K |
| Moneco Advisors, LLC | 0.03% | Add +1.2% | 4,183 | $535K |
| Csenge Advisory Group | 0.02% | Add +47.4% | 4,156 | $531K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -11.8% | 4,143 | $530K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +23.0% | 4,138 | $529K |
| JHP Wealth Management, LLC | 0.43% | Add +0.1% | 4,133 | $528K |
| New Republic Capital, LLC | 0.12% | Add +8.4% | 4,120 | $527K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,119 | $526K |
| Eagle Wealth Strategies LLC | 0.20% | Add +42.9% | 4,081 | $522K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.1% | 4,074 | $521K |
| Lanark Financial, Inc. | 0.04% | Reduce -37.8% | 4,051 | $518K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 4,048 | $517K |
| Burling Wealth Partners, LLC | 0.08% | New | 4,045 | $517K |
| D'Orazio & Associates, Inc. | 0.06% | Add +16.2% | 4,018 | $513K |
| Liberty Wealth Management LLC | 0.06% | No change | 4,680 | $513K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,969 | $507K |
| Integrity Alliance, Llc. | 0.02% | Add +3.4% | 3,954 | $505K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -40.1% | 3,949 | $505K |
| Capital Analysts, LLC | 0.01% | Add +42.1% | 3,945 | $504K |
| Compound Planning, Inc. | 0.01% | New | 3,935 | $503K |
| JPL Wealth Management, LLC | 0.10% | No change | 3,863 | $494K |
| Citizens Financial Group Inc. | 0.01% | Add +36.0% | 3,844 | $491K |
| Flaharty Asset Management, LLC | 0.70% | Reduce -25.2% | 3,917 | $489K |
| Legacy Wealth Asset Management, LLC | 0.11% | No change | 3,819 | $488K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +24.3% | 3,804 | $486K |
| Inman Jager Wealth Management, LLC | 0.26% | Add +4.0% | 3,790 | $484K |
| Laurel Oak Wealth Management, LLC | 0.07% | Reduce -10.8% | 3,775 | $482K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 3,773 | $482K |
| Sax Wealth Advisors, LLC | 0.02% | Add +21.1% | 4,392 | $482K |
| Kintra Wealth, LLC | 0.03% | Add +0.1% | 3,714 | $481K |
| Quantbot Technologies LP | 0.02% | New | 3,756 | $480K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +4.7% | 3,711 | $474K |
| Proficio Capital Partners LLC | 0.02% | No change | 3,705 | $474K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +1.9% | 3,696 | $472K |
| Elite Life Management LLC | 0.55% | Reduce -1.3% | 3,692 | $471K |
| E6 Portfolios, LLC | 0.38% | New | 3,678 | $470K |
| Visionary Horizons, LLC | 0.20% | Add +4.9% | 3,675 | $470K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.4% | 3,671 | $469K |
| Composition Wealth, LLC | 0.01% | Reduce -2.3% | 3,669 | $469K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 3,656 | $467K |
| Rathbones Group PLC | 0.00% | No change | 3,650 | $467K |
| Xcelsior Advisor Partners LLC | 0.06% | Reduce -60.1% | 3,643 | $466K |
| HFG Advisors, Inc. | 0.29% | Add +9.5% | 3,610 | $461K |
| Gilliland Jeter Wealth Management LLC | 0.12% | Add +0.1% | 3,604 | $461K |
| MOR Wealth Management, LLC | 0.18% | Reduce -5.7% | 3,595 | $459K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,591 | $459K |
| Absolute Capital Management, LLC | 0.11% | Add +48.4% | 3,546 | $453K |
| Advyzon Investment Management, LLC | 0.03% | Add +37.7% | 3,533 | $452K |
| Whittier Trust Co. | 0.00% | No change | 3,559 | $450K |
| Arvest Bank Trust Division | 0.02% | No change | 3,521 | $450K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +0.0% | 3,584 | $447K |
| My Personal CFO, LLC | 0.17% | Reduce -1.1% | 3,462 | $442K |
| Trexquant Investment LP | 0.00% | Add +33.8% | 3,447 | $441K |
| Sepio Capital, LP | 0.02% | No change | 3,439 | $440K |
| HUB Investment Partners, LLC | 0.01% | Add +20.2% | 3,430 | $438K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 3,418 | $437K |
| CCG Wealth Management, LLC | 0.10% | No change | 3,416 | $437K |
| United Capital Management of KS, Inc. | 0.06% | No change | 3,410 | $436K |
| Park Capital Management, LLC / WI | 0.26% | No change | 3,400 | $435K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 3,370 | $431K |
| QRG Capital Management, Inc. | 0.00% | Add +63.3% | 3,361 | $430K |
| Founders Financial Securities LLC | 0.02% | Add +4.0% | 3,350 | $428K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -1.0% | 3,338 | $427K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 3,320 | $424K |
| Eastern Bank | 0.01% | Add +72.8% | 3,309 | $423K |
| Tme Financial, Inc. | 0.26% | Reduce -6.2% | 3,305 | $422K |
| United Community Bank | 0.13% | Reduce -22.8% | 3,304 | $422K |
| Merkkuri Wealth Advisors LLC | 0.26% | Add +11.8% | 3,301 | $422K |
| Fairvoy Private Wealth, LLC | 0.09% | Add +27.4% | 3,289 | $420K |
| Ancora Advisors LLC | 0.01% | No change | 3,275 | $419K |
| MWA Asset Management | 0.19% | Add +6.9% | 3,267 | $418K |
| Waverly Advisors, LLC | 0.00% | Reduce -39.4% | 3,261 | $417K |
| Cullinan Associates Inc. | 0.03% | Add +19.9% | 3,257 | $416K |
| IMA Advisory Services, Inc. | 0.03% | New | 3,244 | $415K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,235 | $413K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.28% | Add +8.0% | 3,218 | $411K |
| Colter Lewis Investment Partners LLC | 0.18% | No change | 3,196 | $408K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +2.4% | 3,191 | $408K |
| Kendall Capital Management | 0.07% | New | 3,182 | $407K |
| Tranquility Partners, LLC | 0.14% | No change | 3,180 | $406K |
| Park Edge Advisors, LLC | 0.09% | No change | 3,133 | $400K |
| Wealthfront Advisers LLC | 0.00% | Add +20.9% | 3,128 | $400K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 3,127 | $400K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.2% | 3,116 | $398K |
| Alteri Wealth LLC | 0.11% | Reduce -0.1% | 3,109 | $397K |
| Mitchell Sinkler & Starr | 0.17% | Add +16.9% | 3,105 | $397K |
| NorthRock Partners, LLC | 0.01% | Add +15.4% | 3,082 | $394K |
| Flputnam Investment Management Co. | 0.00% | No change | 3,069 | $392K |
| Avant Capital LLC | 0.24% | Add +8.4% | 2,962 | $379K |
| Nelson Capital Management, LLC | 0.04% | No change | 2,951 | $377K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -13.8% | 2,942 | $376K |
| Balefire, LLC | 0.06% | Add +44.5% | 2,934 | $375K |
| Equitable Trust Co. | 0.02% | New | 2,933 | $375K |
| William Mack & Associates, Inc. | 0.13% | New | 2,932 | $375K |
| BLB&B Advisors, LLC | 0.01% | New | 2,910 | $372K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +11.8% | 2,890 | $369K |
| Impact Capital Partners LLC | 0.10% | No change | 2,844 | $363K |
| Rialto Wealth Management, LLC | 0.07% | No change | 2,814 | $360K |
| Flow Traders U.S. LLC | 0.01% | New | 2,795 | $357K |
| Schnieders Capital Management, Llc. | 0.05% | New | 2,784 | $356K |
| McCartney Wealth Management LLC | 0.27% | Add +0.1% | 2,771 | $354K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,752 | $352K |
| First City Capital Management, Inc. | 0.17% | No change | 2,744 | $351K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +3.1% | 2,742 | $350K |
| Sei Investments Co. | 0.00% | New | 2,708 | $346K |
| Toews Corp. | 0.05% | New | 2,699 | $345K |
| AlphaCore Capital LLC | 0.01% | No change | 2,694 | $344K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.9% | 2,672 | $341K |
| StoneX Group Inc. | 0.01% | New | 2,672 | $341K |
| Mycio Wealth Partners, LLC | 0.06% | No change | 2,576 | $329K |
| Foundation Wealth Management, LLC | 0.20% | Reduce -21.5% | 2,552 | $326K |
| Perennial Investment Advisors, LLC | 0.02% | Add +3.5% | 2,535 | $324K |
| Millennium Management | 0.00% | Reduce -56.1% | 2,523 | $322K |
| SkyOak Wealth, LLC | 0.05% | Add +0.6% | 2,498 | $319K |
| SVB Wealth LLC | 0.02% | No change | 2,483 | $317K |
| Lockerman Financial Group, Inc. | 0.48% | Reduce -0.2% | 2,483 | $317K |
| Integrated Advisors Network LLC | 0.01% | Reduce -33.6% | 2,478 | $317K |
| Newport Capital Group, LLC | 0.18% | Add +0.9% | 2,477 | $317K |
| Evanson Financial, LLC | 0.02% | — | 2,462 | $315K |
| Traction Financial Partners, LLC | 0.17% | Add +0.4% | 2,453 | $314K |
| Rice Partnership, LLC | 0.04% | New | 2,445 | $312K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -5.3% | 2,444 | $312K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +0.1% | 2,422 | $310K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 2,409 | $308K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,407 | $308K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -0.5% | 2,403 | $307K |
| Madrona Financial Services, LLC | 0.06% | New | 2,392 | $306K |
| Tounjian Advisory Partners, LLC | 0.13% | New | 2,389 | $305K |
| James Reed Financial Services, Inc. | 0.23% | Reduce -2.8% | 2,381 | $304K |
| Northbridge Financial Group, LLC | 0.12% | Reduce -17.9% | 2,375 | $304K |
| Motive Wealth Advisors | 0.12% | No change | 2,368 | $303K |
| Modern Wealth Management, LLC | 0.00% | Reduce -11.6% | 2,366 | $302K |
| Valued Retirements, Inc. | 0.27% | No change | 2,356 | $301K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 2,340 | $299K |
| MidFirst Bank | 0.02% | No change | 2,334 | $298K |
| Scotia Capital Inc. | 0.00% | Reduce -32.0% | 2,327 | $297K |
| Sicart Associates LLC | 0.07% | No change | 2,313 | $296K |
| Bawa N Mallick Trust | 0.10% | No change | 2,300 | $294K |
| Gentry Private Wealth, LLC | 0.15% | No change | 2,293 | $293K |
| GoalVest Advisory LLC | 0.05% | No change | 2,293 | $293K |
| Tannin Capital LLC | 0.19% | Add +13.6% | 2,287 | $292K |
| Krilogy Financial LLC | 0.01% | No change | 2,277 | $291K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.8% | 2,255 | $288K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Add +0.8% | 2,252 | $288K |
| Buck Wealth Strategies, LLC | 0.03% | New | 2,243 | $287K |
| Investment Counsel Co. of Nevada | 0.54% | Add +347.3% | 2,241 | $286K |
| Ellevest, Inc. | 0.03% | No change | 2,234 | $286K |
| Essex Financial Services, Inc. | 0.01% | Reduce -40.0% | 2,229 | $285K |
| Tidemark, LLC | 0.06% | Add +19.1% | 2,227 | $285K |
| Evelyn Partners Group Ltd | 0.00% | — | 2,226 | $285K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 2,225 | $284K |
| Brighton Jones LLC | 0.01% | Add +12.2% | 2,207 | $282K |
| Vertex Planning Partners, LLC | 0.04% | No change | 2,207 | $282K |
| StoryOne LLC | 0.13% | Add +0.0% | 2,205 | $282K |
| Root Financial Partners, LLC | 0.01% | Reduce -43.3% | 2,190 | $280K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -15.7% | 2,179 | $278K |
| Convergence Financial, LLC | 0.02% | Reduce -3.8% | 2,178 | $278K |
| Camarda Financial Advisors, LLC | 0.08% | New | 2,177 | $278K |
| CWC Advisors, LLC. | 0.12% | Add +2.8% | 2,168 | $277K |
| Directional Asset Management | 0.26% | Add +1.2% | 2,117 | $271K |
| Jacobs & Co. | 0.02% | No change | 2,100 | $268K |
| Orion Capital Management LLC | 0.08% | Add +22.7% | 2,081 | $266K |
| Keb Asset Management, LLC | 0.04% | No change | 2,081 | $266K |
| Kroeger Financial Partners | 0.26% | — | 2,069 | $264K |
| Bluespring Wealth Management, LLC | 0.01% | New | 2,033 | $260K |
| NTV Asset Management LLC | 0.03% | No change | 2,024 | $259K |
| Philadelphia Trust Co. | 0.02% | No change | 2,000 | $256K |
| Sylvest Advisors, LLC | 0.12% | New | 2,002 | $256K |
| Everett Harris & Co. | 0.00% | Reduce -26.6% | 2,000 | $256K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,998 | $255K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -22.0% | 1,995 | $255K |
| Citadel Advisors | 0.00% | New | 1,987 | $254K |
| PUREfi Wealth, LLC | 0.14% | No change | 1,986 | $254K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,986 | $254K |
| AlphaStar Capital Management, LLC | 0.02% | New | 1,986 | $254K |
| Independent Financial Group, LLC | 0.00% | New | 1,981 | $253K |
| Financial Planning Hawaii, Inc. | 0.14% | Add +0.1% | 1,980 | $253K |
| Signature Equity Partners, LLC | 0.12% | Reduce -0.8% | 1,977 | $253K |
| Prepared Retirement Institute LLC | 0.11% | New | 1,970 | $252K |
| Crews Bank & Trust | 0.03% | No change | 1,969 | $252K |
| American Capital Management Inc. | 0.01% | New | 1,949 | $249K |
| Snider Financial Group | 0.06% | No change | 1,948 | $249K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,962 | $248K |
| Clarendon Private LLC | 0.16% | Add +0.1% | 1,941 | $248K |
| Unique Wealth, LLC | 0.03% | No change | 1,940 | $248K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 1,936 | $247K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 1,939 | $245K |
| Triad Wealth Partners, LLC | 0.01% | New | 1,969 | $245K |
| Empirical Asset Management, LLC | 0.05% | New | 1,898 | $243K |
| Financial Freedom, LLC | 0.11% | Add +0.1% | 1,897 | $242K |
| Patron Partners, LLC | 0.09% | Add +0.1% | 1,891 | $242K |
| Occidental Asset Management, LLC | 0.02% | No change | 1,865 | $238K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $238K |
| Innovative Wealth Building LLC | 0.14% | New | 1,864 | $238K |
| Aurora Private Wealth, Inc. | 0.15% | Add +0.3% | 1,856 | $237K |
| Gordian Advisors LLC | 0.14% | New | 1,828 | $234K |
| Clearwave Capital, LLC | 0.13% | Add +0.1% | 1,826 | $233K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,894 | $233K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -0.4% | 1,819 | $232K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,819 | $232K |
| Abel Hall, LLC | 0.04% | New | 1,816 | $232K |
| 180 Wealth Advisors, LLC | 0.02% | New | 1,810 | $231K |
| Roxbury Financial LLC | 0.18% | Add +0.1% | 1,808 | $231K |
| Caitlin John, LLC | 0.13% | Add +9.1% | 1,803 | $230K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,801 | $230K |
| Asset Management One Co., Ltd. | 0.00% | Add +76.2% | 1,790 | $229K |
| Firestone Capital Management | 0.04% | New | 1,777 | $227K |
| Trellis Wealth Advisors LLC | 0.08% | New | 1,775 | $227K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -28.8% | 1,773 | $227K |
| North Star Investment Management Corp. | 0.01% | Reduce -18.8% | 1,770 | $226K |
| Rothschild Wealth LLC | 0.02% | Reduce -59.2% | 1,764 | $225K |
| Synergy Investment Management, LLC | 0.05% | No change | 1,754 | $224K |
| Bellars Harris Wealth Management, LLC | 0.04% | — | 1,726 | $221K |
| Founders Financial Alliance, LLC | 0.03% | Add +3.2% | 1,725 | $220K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,702 | $218K |
| Aspen Capital Management, LLC | 0.05% | New | 1,701 | $217K |
| Old North State Wealth Management, LLC | 0.09% | Reduce -39.6% | 1,700 | $217K |
| Premier Path Wealth Partners, LLC | 0.02% | New | 1,694 | $217K |
| Quantum Financial Planning Services, Inc. | 0.07% | New | 1,691 | $216K |
| Elevatus Welath Management | 0.05% | New | 1,690 | $216K |
| Murphy & Mullick Capital Management Corp | 0.13% | No change | 1,680 | $215K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 1,697 | $215K |
| Dakota Wealth Management | 0.00% | New | 1,678 | $214K |
| Accredited Investors Inc. | 0.01% | New | 1,676 | $214K |
| Brady Martz Wealth Solutions, LLC | 0.03% | Reduce -29.1% | 1,663 | $213K |
| Keel Point, LLC | 0.01% | New | 1,658 | $212K |
| Romano Brothers and Company | 0.02% | New | 1,656 | $212K |
| VeraBank, N.A. | 0.03% | New | 1,645 | $210K |
| Pettyjohn, Wood & White, Inc. | 0.03% | New | 1,641 | $210K |
| Simplicity Wealth,LLC | 0.01% | New | 1,637 | $209K |
| Chesapeake Wealth Management | 0.06% | New | 1,635 | $209K |
| Pinion Investment Advisors, LLC | 0.04% | New | 1,622 | $207K |
| Glassman Wealth Services | 0.02% | New | 1,616 | $207K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,612 | $206K |
| Trust Co. of Vermont | 0.01% | — | 1,601 | $205K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 1,600 | $204K |
| Tempo Wealth, LLC | 0.03% | New | 1,599 | $204K |
| Gen-Wealth Partners Inc | 0.06% | No change | 1,578 | $202K |
| Timonier Family Office, LTD. | 0.06% | — | 1,577 | $202K |
| Hilltop Partners LLC | 0.05% | New | 1,576 | $201K |
| Caprock Group, LLC | 0.00% | New | 1,575 | $201K |
| Silvia McColl Wealth Management, LLC | 0.12% | New | 1,575 | $201K |
| Cedarwood Wealth LLC | 0.15% | New | 1,568 | $200K |
| Squarepoint Ops LLC | 0.00% | New | 1,567 | $200K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +1621.3% | 1,532 | $196K |
| Accent Capital Management, LLC | 0.08% | New | 1,500 | $192K |
| Hills Bank & Trust Co | 0.01% | New | 1,449 | $185K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -0.7% | 1,371 | $175K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +1820.0% | 1,344 | $172K |
| Entrust Financial LLC | 0.11% | No change | 1,316 | $168K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -62.1% | 1,309 | $167K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,300 | $166K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,300 | $166K |
| Creative Capital Management Investments LLC | 0.04% | No change | 1,298 | $166K |
| Horizon Investments, LLC | 0.00% | Reduce -43.1% | 1,261 | $161K |
| Private Wealth Management Group, LLC | 0.04% | No change | 1,197 | $153K |
| Napier Financial, LLC | 0.03% | Reduce -0.4% | 1,185 | $151K |
| FWL Investment Management, LLC | 0.03% | Reduce -2.1% | 1,175 | $150K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.3% | 1,160 | $148K |
| HHM Wealth Advisors, LLC | 0.01% | Add +71.7% | 1,152 | $147K |
| Arlington Trust Co LLC | 0.01% | New | 1,140 | $146K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,302 | $143K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,054 | $135K |
| Peachtree Investment Partners, LLC | 0.04% | Add +175.5% | 1,000 | $128K |
| Evolution Wealth Management Inc. | 0.07% | No change | 976 | $125K |
| Asset Dedication, LLC | 0.01% | No change | 970 | $124K |
| MCF Advisors LLC | 0.00% | New | 963 | $123K |
| McGuire Capital Advisors Inc. | 0.06% | Reduce -8.9% | 923 | $118K |
| Archer Investment Corp | 0.02% | Reduce -7.1% | 909 | $116K |
| Maryland Capital Advisors Inc. | 0.04% | — | 898 | $115K |
| Concord Wealth Partners | 0.01% | New | 844 | $108K |
| Trust Co | 0.01% | No change | 844 | $108K |
| Hoese & Co LLP | 0.07% | New | 822 | $105K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $101K |
| Key Financial Inc | 0.02% | No change | 791 | $101K |
| Hager Investment Management Services, LLC | 0.04% | No change | 736 | $94K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 728 | $93K |
| Sfam, LLC | 0.08% | No change | 726 | $93K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +43.4% | 720 | $92K |
| Adirondack Trust Co. | 0.03% | No change | 714 | $91K |
| SHP Wealth Management | 0.01% | Add +148.0% | 697 | $89K |
| NFSG Corp | 0.01% | Add +8.7% | 691 | $88K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 689 | $88K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +2.4% | 682 | $87K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.1% | 679 | $87K |
| Mather Group, Llc. | 0.00% | Reduce -17.1% | 677 | $87K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 667 | $85K |
| National Bank of Canada | 0.00% | Add +15.4% | 660 | $84K |
| Financial Perspectives, Inc | 0.02% | Reduce -4.4% | 657 | $84K |
| Owl Creek Wealth Partners LLC | 0.02% | Reduce -44.4% | 654 | $84K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $83K |
| GGM Financial LLC | 0.03% | Add +25.4% | 631 | $81K |
| Allied Private Wealth LLC | 0.05% | — | 612 | $77K |
| JNBA Financial Advisors | 0.01% | Reduce -6.5% | 594 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 590 | $75K |
| Disciplina Capital Management LLC | 0.01% | No change | 560 | $72K |
| Newton One Investments LLC | 0.02% | Reduce -11.9% | 555 | $71K |
| Tompkins Financial Corp. | 0.00% | No change | 542 | $69K |
| Salem Investment Counselors Inc. | 0.00% | No change | 511 | $65K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $64K |
| City State Bank | 0.01% | No change | 500 | $64K |
| Coastline Trust Co | 0.01% | No change | 475 | $61K |
| Spire Wealth Management | 0.00% | No change | 475 | $61K |
| Avion Wealth | 0.01% | Reduce -62.9% | 472 | $60K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 460 | $59K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 455 | $58K |
| Johnson Financial Group, Inc. | 0.00% | New | 443 | $57K |
| Independence Bank of Kentucky | 0.01% | Reduce -7.5% | 441 | $56K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 437 | $56K |
| Catherine Avery Investment Management LLC | 0.02% | New | 435 | $56K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 412 | $53K |
| Proathlete Wealth Management LLC | 0.01% | No change | 380 | $49K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 375 | $48K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 372 | $48K |
| West Paces Advisors Inc. | 0.01% | No change | 345 | $44K |
| CDKV Holdings LLC | 0.03% | No change | 328 | $42K |
| Anchor Bay Capital, Inc. | 0.02% | — | 318 | $41K |
| Providence Capital Advisors, LLC | 0.01% | New | 302 | $39K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +140.0% | 300 | $38K |
| Global Trust Asset Management, LLC | 0.01% | Add +200.0% | 300 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +22.9% | 300 | $38K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +53.5% | 287 | $37K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 283 | $36K |
| Rothschild Investment LLC | 0.00% | Add +7.0% | 275 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -84.5% | 271 | $35K |
| Advantage Trust Co | 0.01% | New | 268 | $34K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 245 | $31K |
| Strive Financial Group ,LLC | 0.01% | New | 233 | $30K |
| Ballast Advisors LLC | 0.01% | Reduce -39.3% | 230 | $29K |
| Downshift Financial, LLC | 0.01% | New | 217 | $28K |
| Triumph Capital Management | 0.01% | No change | 216 | $28K |
| Rossby Financial, LCC | 0.01% | Reduce -83.6% | 213 | $27K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 205 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 202 | $26K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 200 | $26K |
| Nova Wealth Management, Inc. | 0.01% | No change | 189 | $24K |
| YANKCOM Partnership | 0.01% | No change | 189 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -8.3% | 187 | $23K |
| First Pacific Financial | 0.00% | No change | 179 | $23K |
| DecisionPoint Financial, LLC | 0.00% | No change | 181 | $23K |
| Bayban | 0.02% | No change | 173 | $22K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 162 | $21K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -50.0% | 150 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 128 | $16K |
| Eukles Asset Management | 0.01% | No change | 120 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -57.5% | 118 | $15K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 112 | $14K |
| Gill Capital Partners, LLC | 0.00% | Add +9.9% | 111 | $14K |
| Lodestone Wealth Management LLC | 0.01% | No change | 110 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 104 | $13K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 92 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 91 | $12K |
| Evermay Wealth Management LLC | 0.00% | New | 86 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 84 | $11K |
| Bfsg, LLC | 0.00% | No change | 80 | $10K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 78 | $10K |
| Brooklyn FI, LLC | 0.00% | New | 79 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 70 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 67 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -95.9% | 66 | $8K |
| Abound Wealth Management | 0.00% | Reduce -48.4% | 65 | $8K |
| Obsidian Cio, LLC | 0.01% | New | 65 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -50.4% | 64 | $8K |
| Corsicana & Co. | 0.00% | Add +46.5% | 63 | $8K |
| Matrix Private Capital Group LLC | 0.00% | No change | 61 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 55 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -13.4% | 58 | $7K |
| Delos Wealth Advisors, LLC | 0.00% | New | 53 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 52 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 49 | $6K |
| Imprint Wealth LLC | 0.02% | No change | 45 | $6K |
| LifeSteps Financial, Inc. | 0.00% | New | 45 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 44 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 44 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $5K |
| Clark Wealth Partners | 0.00% | No change | 41 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 40 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 34 | $4K |
| CNB Bank | 0.00% | Reduce -20.5% | 31 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 29 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 26 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 22 | $3K |
| Copia Wealth Management | 0.00% | Add +31.3% | 21 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 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 |
| Rakuten Securities, Inc. | 0.00% | Add +900.0% | 10 | $1K |
| Centennial Bank | 0.00% | No change | 7 | $895 |
| Pillar Financial Advisors, LLC | 0.00% | New | 3 | $384 |
| Register Financial Advisors LLC | 0.00% | New | 3 | $383 |
| 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.