Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q2 2024 (June 30)863holders −3
58new positions
63sold out
3famous investors
$219.82avg. 13F price*
At the end of Q2 2024, 863 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, down 3 from Q1 2024. 58 opened new positions and 63 sold out. The largest holders were Axiom Advisory, LLC ($639.6M), Royal Bank of Canada ($560.9M) and Morgan Stanley ($543.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $88.5M |
| Exits | 63 | $79.4M |
All 13F filers, Q1 2024 → Q2 2024: 6,858,915 shares bought and 1,003,512 shares sold, net +5,855,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 863 holders
| Axiom Advisory, LLC | 6.97% | Add +6372.6% | 2,788,728 | $639.6M |
| Royal Bank of Canada | 0.14% | Add +64.7% | 2,443,340 | $560.9M |
| Morgan Stanley | 0.04% | Add +1.1% | 2,366,506 | $543.3M |
| Assetmark, Inc. | 1.48% | Add +4.8% | 2,079,798 | $477.4M |
| Bank of America Corp. | 0.04% | Add +0.2% | 1,806,773 | $414.8M |
| Wells Fargo & Company | 0.08% | Add +1.9% | 1,268,455 | $291.2M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -5.3% | 1,168,885 | $268.3M |
| UBS Group AG | 0.08% | Add +0.3% | 1,163,038 | $267.0M |
| Truepoint, Inc. | 6.61% | Reduce -1.0% | 1,009,537 | $231.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.9% | 867,928 | $199.2M |
| Tiaa Trust, National Association | 0.54% | Reduce -4.7% | 766,037 | $175.9M |
| Jones Financial Companies LLLP | 0.18% | Add +2.9% | 666,180 | $152.9M |
| LPL Financial LLC | 0.07% | Add +2.0% | 616,627 | $141.6M |
| EP Wealth Advisors, LLC | 1.26% | Add +12.5% | 518,452 | $119.0M |
| Rockefeller Capital Management L.P. | 0.33% | Add +0.1% | 506,147 | $116.2M |
| Osaic Holdings, Inc. | 0.26% | Add +3.7% | 473,753 | $108.8M |
| Orgel Wealth Management, LLC | 2.78% | Add +7.6% | 448,959 | $103.1M |
| Stephens Group Asset Management, LLC | 9.37% | Add +1.2% | 447,569 | $102.7M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -2.2% | 415,975 | $95.5M |
| Moneta Group Investment Advisors LLC | 1.52% | Add +1.0% | 414,438 | $95.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.1% | 409,546 | $94.0M |
| Stifel Financial Corp. | 0.10% | Reduce -0.3% | 386,253 | $88.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.5% | 322,549 | $74.0M |
| Pacific Life Fund Advisors LLC | 7.02% | Reduce -0.3% | 306,283 | $70.3M |
| Avior Wealth Management, LLC | 2.91% | Add +14.8% | 294,723 | $67.6M |
| Waverly Advisors, LLC | 1.32% | Reduce -6.3% | 292,883 | $67.2M |
| Truist Financial Corp. | 0.09% | Reduce -1.7% | 259,421 | $59.6M |
| FMR LLC | 0.00% | Reduce -2.3% | 238,792 | $54.8M |
| BNP Paribas Financial Markets | 0.06% | Add +1097.6% | 220,401 | $50.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 202,278 | $46.4M |
| Cerity Partners LLC | 0.12% | Add +7.3% | 190,597 | $43.8M |
| Cetera Investment Advisers | 0.10% | Add +4.7% | 185,060 | $42.5M |
| McAdam, LLC | 2.54% | Add +9.4% | 183,923 | $42.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.2% | 180,804 | $41.5M |
| Lincoln National Corp. | 1.37% | Reduce -7.4% | 176,914 | $40.6M |
| Private Advisor Group, LLC | 0.27% | Reduce -2.0% | 173,742 | $39.9M |
| Equitable Holdings, Inc. | 0.41% | Add +19.3% | 168,353 | $38.6M |
| 1832 Asset Management L.P. | 0.07% | Reduce -2.1% | 164,270 | $37.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +7.3% | 148,111 | $34.0M |
| Money Design Co.,Ltd. | 1.83% | Reduce -3.8% | 147,627 | $33.9M |
| MML Investors Services, LLC | 0.14% | Reduce -2.4% | 146,973 | $33.7M |
| Kestra Advisory Services, LLC | 0.18% | Add +7.8% | 142,263 | $31.8M |
| Kwmg, LLC | 3.30% | Add +0.2% | 133,256 | $30.6M |
| Mariner, LLC | 0.06% | Add +1.9% | 132,511 | $30.4M |
| Adventist Health System/ West | 4.89% | New | 131,150 | $30.1M |
| Trust Co | 3.81% | Add +0.9% | 128,458 | $29.5M |
| NewEdge Advisors, LLC | 0.21% | Add +6.7% | 128,132 | $29.4M |
| Cassaday & Co Wealth Management LLC | 0.81% | Reduce -1.2% | 111,964 | $25.7M |
| Roberts Financial Services LLC | 5.02% | Add +1.2% | 108,698 | $25.0M |
| WoodTrust Financial Corp | 3.68% | New | 103,019 | $23.6M |
| BHK Investment Advisors, LLC | 9.26% | Reduce -3.4% | 102,817 | $23.6M |
| Bragg Financial Advisors, Inc | 1.03% | Add +0.9% | 100,995 | $23.2M |
| Wilmington Savings Fund Society, FSB | 0.88% | Add +3.0% | 100,313 | $23.0M |
| Praetorian Wealth Management, Inc. | 5.89% | Add +1.4% | 100,288 | $23.0M |
| HighTower Advisors, LLC | 0.03% | Add +5.0% | 91,287 | $20.9M |
| Creative Planning | 0.02% | Reduce -2.1% | 89,785 | $20.6M |
| Rodgers & Associates, LTD | 2.63% | Reduce -1.3% | 89,192 | $20.5M |
| Aire Advisors, LLC | 4.60% | Reduce -1.0% | 88,018 | $20.2M |
| Raymond James & Associates | 0.01% | Reduce -16.7% | 86,027 | $19.7M |
| Condor Capital Management | 1.87% | Reduce -1.1% | 85,373 | $19.6M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.4% | 84,365 | $19.4M |
| US Bancorp \de | 0.03% | Add +4.2% | 81,887 | $18.8M |
| Bryn Mawr Trust Advisors, LLC | 1.00% | Add +5.0% | 78,855 | $18.1M |
| Benjamin F. Edwards & Company, Inc. | 0.31% | Add +1.5% | 77,464 | $17.8M |
| Clayton Financial Group LLC | 7.66% | Add +4.3% | 75,116 | $17.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -14.8% | 76,803 | $17.6M |
| Fifth Third Bancorp | 0.07% | Reduce -3.0% | 76,553 | $17.6M |
| Betterment LLC | 0.04% | Add +0.0% | 75,461 | $17.3M |
| World Investment Advisors | 0.99% | New | 68,964 | $15.8M |
| Presilium Private Wealth, LLC | 3.85% | Add +3.0% | 66,351 | $15.2M |
| Total Wealth Planning, LLC | 2.43% | Add +1.8% | 61,757 | $14.8M |
| Redwood Investment Management, LLC | 1.23% | Add +28.3% | 61,819 | $14.2M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -1.7% | 61,326 | $14.1M |
| Synovus Financial Corp. | 0.18% | Reduce -0.0% | 60,740 | $13.9M |
| Davis Investment Partners, LLC | 5.65% | Reduce -6.5% | 58,348 | $13.7M |
| Dakota Wealth Management | 0.30% | Add +170.3% | 56,184 | $12.9M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -0.8% | 55,078 | $12.6M |
| Marion Wealth Management | 3.61% | Add +1.1% | 53,510 | $12.3M |
| Black Diamond Financial, LLC | 2.36% | Add +18.7% | 53,218 | $12.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.87% | Reduce -6.3% | 51,377 | $11.8M |
| Glenview Trust Co | 0.23% | Reduce -2.1% | 50,476 | $11.6M |
| Allworth Financial LP | 0.07% | Reduce -3.1% | 49,102 | $11.4M |
| LMCG Investments, LLC | 0.66% | Reduce -5.0% | 49,441 | $11.3M |
| Arvest Investments, Inc. | 1.82% | Reduce -2.7% | 49,390 | $11.3M |
| Ascent Group, LLC | 0.90% | Add +483.9% | 48,245 | $11.1M |
| Prudential Financial Inc. | 0.02% | Reduce -2.4% | 47,284 | $10.9M |
| Comerica Bank | 0.04% | Add +0.3% | 46,887 | $10.8M |
| Captrust Financial Advisors | 0.03% | Add +1.6% | 46,179 | $10.6M |
| Commerce Bank | 0.07% | Reduce -1.1% | 45,611 | $10.5M |
| GHP Investment Advisors, Inc. | 0.52% | Reduce -1.4% | 45,359 | $10.4M |
| Advisory Alpha, LLC | 0.41% | Add +66.5% | 45,191 | $10.4M |
| Highland Capital Management, LLC | 0.61% | Reduce -0.1% | 45,168 | $10.4M |
| Operose Advisors LLC | 3.65% | Add +1.4% | 44,871 | $10.3M |
| Opes Wealth Management LLC | 2.12% | Add +0.5% | 44,333 | $10.2M |
| Hapanowicz & Associates Financial Services, Inc | 5.43% | Add +5.3% | 41,453 | $9.5M |
| Blair William & Co. | 0.03% | Add +137.1% | 41,268 | $9.5M |
| Independent Financial Group, LLC | 0.38% | Add +28.6% | 41,128 | $9.4M |
| Connecticut Wealth Management, LLC | 0.48% | Reduce -0.3% | 40,820 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +20.1% | 40,483 | $9.3M |
| D.A. Davidson & Co. | 0.08% | Add +1.7% | 40,056 | $9.2M |
| Focus Partners Wealth | 0.03% | Add +109.7% | 38,914 | $9.1M |
| Hyperion Partners, LLC | 6.41% | Add +5.4% | 39,136 | $9.0M |
| Compton Wealth Advisory Group, LLC | 2.37% | Add +1.7% | 38,713 | $8.9M |
| SWAN Capital LLC | 4.82% | Reduce -38.6% | 38,512 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -6.1% | 37,781 | $8.7M |
| Strategic Investment Advisors / MI | 1.06% | Add +3.8% | 37,780 | $8.7M |
| Alexander Labrunerie & Co., Inc. | 4.69% | Add +5.0% | 37,479 | $8.6M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Reduce -2.4% | 36,682 | $8.4M |
| Aprio Wealth Management, LLC | 1.50% | Add +2.7% | 35,917 | $8.2M |
| Rwa Wealth Partners, LLC | 0.11% | Add +0.9% | 35,448 | $8.1M |
| NewEdge Wealth, LLC | 0.17% | Reduce -23.6% | 34,853 | $8.0M |
| Sage Financial Group Inc. | 0.69% | Reduce -0.3% | 34,822 | $8.0M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -4.4% | 32,670 | $7.5M |
| Addison Advisors LLC | 2.40% | Add +10.1% | 32,454 | $7.5M |
| Goepper Burkhardt LLC | 3.33% | Reduce -1.8% | 32,054 | $7.4M |
| Prosperity Planning, Inc. | 2.50% | Add +1.2% | 31,742 | $7.3M |
| Regimen Wealth, LLC | 2.48% | Reduce -0.5% | 31,380 | $7.2M |
| SOA Wealth Advisors, LLC. | 1.37% | Reduce -10.4% | 29,771 | $6.8M |
| NorthStar Asset Management LLC | 4.70% | Add +8.5% | 29,562 | $6.8M |
| Pittenger & Anderson Inc. | 0.27% | No change | 28,980 | $6.7M |
| Park Avenue Securities LLC | 0.08% | Add +54.4% | 28,443 | $6.5M |
| Financial Counselors Inc. | 0.10% | Add +1.5% | 28,081 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -2.6% | 28,053 | $6.4M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -0.3% | 28,041 | $6.4M |
| 360 Financial, Inc. | 2.38% | Add +2.0% | 27,489 | $6.3M |
| Merit Financial Group, LLC | 0.14% | Reduce -15.2% | 27,396 | $6.3M |
| Eagle Strategies LLC | 1.19% | Add +2930.9% | 27,127 | $6.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +121.8% | 26,992 | $6.2M |
| Cranbrook Wealth Management, LLC | 1.51% | Add +0.9% | 26,724 | $6.1M |
| Aufman Associates Inc | 4.34% | Reduce -0.3% | 26,537 | $6.1M |
| MAI Capital Management | 0.06% | Add +0.2% | 26,300 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 26,066 | $6.0M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 25,381 | $5.9M |
| Venture Visionary Partners LLC | 0.28% | Add +2.2% | 25,771 | $5.9M |
| Regal Investment Advisors LLC | 0.39% | Add +0.8% | 25,550 | $5.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.4% | 25,414 | $5.8M |
| Mma Asset Management LLC | 2.73% | Add +4.1% | 25,361 | $5.8M |
| Provident Wealth Management, LLC | 2.05% | Add +6.3% | 24,463 | $5.6M |
| Old National Bancorp | 0.13% | Reduce -2.8% | 24,341 | $5.6M |
| RTD Financial Advisors, Inc. | 0.73% | Reduce -0.8% | 23,673 | $5.4M |
| Transamerica Financial Advisors, LLC | 0.58% | No change | 23,641 | $5.4M |
| Bokf, NA | 0.09% | Add +2.5% | 23,022 | $5.3M |
| Stephens Inc. | 0.08% | Add +0.9% | 22,940 | $5.3M |
| Leavell Investment Management, Inc. | 0.29% | Add +2.0% | 22,710 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 22,579 | $5.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.09% | Add +1.1% | 22,522 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +238.8% | 22,395 | $5.1M |
| Perigon Wealth Management, LLC | 0.15% | Add +1.1% | 22,278 | $5.1M |
| Marietta Wealth Management, LLC | 0.77% | Add +14.8% | 21,385 | $4.9M |
| Texas Yale Capital Corp. | 0.23% | Reduce -0.3% | 21,349 | $4.9M |
| Moody National Bank Trust Division | 0.38% | Add +63.6% | 21,058 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +89.5% | 21,048 | $4.8M |
| CX Institutional | 0.22% | Reduce 0.0% | 20,779 | $4.8M |
| HFG Advisors, Inc. | 4.39% | Add +1.0% | 20,486 | $4.7M |
| Asset Management Group, Inc. | 0.71% | Add +2.8% | 20,421 | $4.7M |
| Caprock Group, LLC | 0.19% | Add +97.6% | 20,276 | $4.7M |
| CENTRAL TRUST Co | 0.11% | Reduce -4.4% | 20,284 | $4.7M |
| Trustmark Bank Trust Department | 0.37% | Add +7.1% | 20,241 | $4.6M |
| HRC Wealth Management, LLC | 3.15% | Add +7.0% | 20,066 | $4.6M |
| Mather Group, Llc. | 0.06% | Add +19.7% | 19,503 | $4.6M |
| TFB Advisors LLC | 1.48% | Add +1.4% | 19,771 | $4.5M |
| Cwm, LLC | 0.02% | Reduce -6.1% | 19,753 | $4.5M |
| Concourse Financial Group Securities, Inc. | 0.28% | Add +22.6% | 19,674 | $4.5M |
| Eclectic Associates Inc. | 2.01% | Add +3.7% | 19,680 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 19,913 | $4.5M |
| Advisory Services Network, LLC | 0.09% | Add +4.6% | 19,525 | $4.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.2% | 19,363 | $4.5M |
| Harbor Investment Advisory, LLC | 0.47% | Reduce -1.6% | 19,425 | $4.5M |
| Tenret Co LLC | 3.09% | Add +1.6% | 19,424 | $4.5M |
| Mosaic Family Wealth Partners, LLC | 0.70% | Reduce -0.1% | 19,057 | $4.4M |
| Fifth Third Securities, Inc. | 0.40% | Add +6.4% | 18,922 | $4.4M |
| Fusion Capital, LLC | 1.97% | Add +1.1% | 18,832 | $4.3M |
| Brown Advisory Inc. | 0.01% | Add +11.4% | 18,791 | $4.3M |
| Arrow Investment Advisors, LLC | 3.87% | Reduce -5.7% | 18,482 | $4.2M |
| SageView Advisory Group, LLC | 0.26% | Reduce -62.2% | 18,475 | $4.2M |
| Councilor Wealth, LLC | 2.18% | Add +8.0% | 18,429 | $4.2M |
| Arax Advisory Partners | 0.41% | Reduce -1.6% | 18,356 | $4.2M |
| Zeit Capital LLC | 3.39% | Reduce -0.8% | 18,204 | $4.2M |
| First United Bank & Trust | 1.55% | Add +0.6% | 18,110 | $4.2M |
| Ifrah Financial Services, Inc. | 1.17% | Reduce -5.4% | 18,050 | $4.1M |
| HB Wealth Management, LLC | 0.05% | Add +5.9% | 17,985 | $4.1M |
| Northern Trust Corp. | 0.00% | Add +28.5% | 17,796 | $4.1M |
| Inspire Trust Co, N.A. | 1.33% | Add +56.2% | 17,511 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.3% | 17,444 | $4.0M |
| Everhart Financial Group, Inc. | 1.03% | Add +3.8% | 17,311 | $4.0M |
| Moneco Advisors, LLC | 0.58% | Add +1.6% | 17,059 | $3.9M |
| Savant Capital, LLC | 0.04% | Add +57.9% | 16,975 | $3.9M |
| Cassady Schiller Wealth Management, LLC | 1.57% | Add +4.3% | 16,851 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +0.4% | 16,505 | $3.8M |
| Regency Capital Management Inc.\DE | 2.44% | Add +4.2% | 16,524 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -76.0% | 16,285 | $3.7M |
| Juncture Wealth Strategies, LLC | 1.55% | Add +14.3% | 16,103 | $3.7M |
| Planning Directions Inc. | 2.50% | Add +2.8% | 15,990 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -4.4% | 15,599 | $3.6M |
| Associated Banc-Corp | 0.11% | Add +9.0% | 15,526 | $3.6M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -2.5% | 15,431 | $3.5M |
| Signet Financial Management, LLC | 0.48% | Reduce -11.5% | 15,394 | $3.5M |
| MidAtlantic Capital Management, Inc. | 2.90% | Add +0.6% | 15,085 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +3.7% | 14,699 | $3.4M |
| Bouvel Investment Partners, LLC | 1.30% | Reduce -0.8% | 14,673 | $3.4M |
| IVC Wealth Advisors LLC | 1.88% | Add +1.1% | 14,632 | $3.4M |
| Titleist Asset Management, LLC | 0.50% | Reduce -0.8% | 14,446 | $3.3M |
| Clark Financial Services Group Inc. | 3.48% | Add +5.4% | 14,359 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.33% | Add +3.8% | 14,083 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +15.8% | 13,906 | $3.2M |
| Bare Financial Services, Inc | 1.66% | Add +98.9% | 13,500 | $3.2M |
| Clearstead Advisors, LLC | 0.05% | Add +19.1% | 13,726 | $3.2M |
| UMB Bank, n.a. | 0.05% | Reduce -0.4% | 13,505 | $3.1M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -4.7% | 13,293 | $3.1M |
| Tsfg, LLC | 0.71% | Reduce -5.2% | 13,248 | $3.0M |
| Cohen Klingenstein LLC | 0.11% | Add +0.5% | 13,230 | $3.0M |
| MSH Capital Advisors LLC | 1.01% | Add +0.5% | 13,188 | $3.0M |
| Mutual Advisors, LLC | 0.09% | Add +4.4% | 12,576 | $2.9M |
| Shira Ridge Wealth Management | 1.60% | Add +0.7% | 12,511 | $2.9M |
| Manchester Capital Management LLC | 0.34% | No change | 12,493 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.3% | 12,447 | $2.9M |
| Willis Johnson & Associates, Inc. | 0.23% | Reduce -1.4% | 12,457 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.50% | Add +2.4% | 12,406 | $2.8M |
| Victory Financial Group, LLC | 1.33% | Reduce -18.2% | 12,368 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.77% | Add +0.3% | 11,790 | $2.7M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -2.0% | 11,745 | $2.7M |
| White Lighthouse Investment Management Inc. | 0.52% | Reduce -1.4% | 11,734 | $2.7M |
| Keel Point, LLC | 0.24% | Add +23.4% | 11,735 | $2.7M |
| Brighton Jones LLC | 0.09% | Reduce -0.0% | 11,475 | $2.6M |
| SilverOak Wealth Management LLC | 0.61% | Add +2.5% | 11,148 | $2.6M |
| Cooksen Wealth, LLC | 2.58% | Add +3.0% | 11,121 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.20% | Reduce -0.0% | 10,972 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.28% | Reduce -0.5% | 10,900 | $2.5M |
| Ballentine Partners, LLC | 0.05% | No change | 10,796 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.32% | Add +0.6% | 10,756 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -13.0% | 10,752 | $2.5M |
| Csenge Advisory Group | 0.14% | Add +146.9% | 10,609 | $2.4M |
| WealthShield Partners, LLC | 0.37% | Add +15.7% | 10,592 | $2.4M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -68.4% | 10,549 | $2.4M |
| Stuart Investment Advisors, Inc. | 1.51% | Reduce -7.7% | 10,548 | $2.4M |
| Citizens Financial Group Inc. | 0.05% | Add +306.0% | 10,463 | $2.4M |
| Transatlantique Private Wealth LLC | 0.98% | Add +228.3% | 12,415 | $2.4M |
| Verus Capital Partners, LLC | 0.25% | Reduce -5.3% | 10,399 | $2.4M |
| Hall Kathryn A. | 0.55% | No change | 10,298 | $2.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +11.6% | 10,194 | $2.3M |
| KPP Advisory Services LLC | 0.62% | Add +1.2% | 10,175 | $2.3M |
| Safeguard Financial, LLC | 0.65% | Add +4.9% | 10,160 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +213.9% | 10,159 | $2.3M |
| Weinberger Asset Management, Inc | 1.10% | Reduce -8.1% | 10,146 | $2.3M |
| Simmons Bank | 0.17% | Reduce -5.5% | 10,025 | $2.3M |
| Wealth Alliance, LLC | 0.30% | Reduce -1.4% | 10,020 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.8% | 9,961 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +17.3% | 9,948 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +5.8% | 9,919 | $2.3M |
| SOL Capital Management CO | 0.27% | Reduce -0.4% | 9,882 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -58.0% | 9,874 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +27.3% | 9,852 | $2.3M |
| Intergy Private Wealth, LLC | 0.92% | Reduce -0.2% | 9,728 | $2.2M |
| Crestwood Advisors Group, LLC | 0.05% | Add +4.9% | 9,666 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.98% | Add +9.6% | 9,613 | $2.2M |
| Inspirion Wealth Advisors, LLC | 0.34% | Add +0.1% | 9,604 | $2.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +163.3% | 9,527 | $2.2M |
| Financial Advocates Investment Management | 0.14% | Reduce -3.3% | 9,494 | $2.2M |
| IFG Advisory, LLC | 0.14% | Reduce -1.9% | 9,486 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.6% | 9,404 | $2.2M |
| JPL Wealth Management, LLC | 1.06% | Add +8.1% | 9,384 | $2.2M |
| ERn Financial, LLC | 0.36% | Reduce -0.8% | 9,377 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +4.1% | 9,344 | $2.1M |
| Sterling Financial Planning, Inc. | 0.87% | Reduce -2.4% | 9,309 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +31.6% | 9,166 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 9,134 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -43.9% | 9,111 | $2.1M |
| Sawgrass Asset Management LLC | 0.23% | Add +5.0% | 9,120 | $2.1M |
| Magnus Financial Group LLC | 0.24% | Reduce -0.8% | 9,113 | $2.1M |
| Main Street Financial Solutions, LLC | 0.20% | Add +21.5% | 9,089 | $2.1M |
| Ally Invest Advisors Inc. | 0.20% | Add +12.6% | 9,086 | $2.1M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -19.2% | 9,031 | $2.1M |
| Thrive Capital Management, LLC | 0.95% | New | 9,046 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +147.2% | 9,039 | $2.1M |
| Meridian Financial Advisors, LLC | 1.50% | Add +1.5% | 9,029 | $2.1M |
| Raymond James Trust N.A. | 0.05% | Add +38.7% | 9,028 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.57% | Add +58.9% | 8,940 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.75% | Reduce -0.3% | 8,979 | $2.1M |
| Richard P Slaughter Associates Inc | 0.48% | Add +3.1% | 8,779 | $2.0M |
| Wells Trecaso Financial Group, LLC | 0.68% | Reduce -0.5% | 8,543 | $2.0M |
| Insight Advisors, LLC/ PA | 0.36% | No change | 8,534 | $2.0M |
| Mustard Seed Financial, LLC | 1.86% | Add +3.8% | 8,445 | $1.9M |
| PFG Advisors | 0.13% | Add +3.9% | 8,410 | $1.9M |
| ProVise Management Group, LLC | 0.16% | Reduce -7.6% | 8,331 | $1.9M |
| Segment Wealth Management, LLC | 0.14% | No change | 8,325 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +58.2% | 8,247 | $1.9M |
| Center For Asset Management LLC | 1.24% | Add +3.3% | 8,178 | $1.9M |
| Valley National Advisers Inc. | 0.28% | Add +15.0% | 8,112 | $1.9M |
| Visionary Wealth Advisors | 0.12% | Add +10.5% | 7,949 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | Reduce -0.2% | 7,915 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.19% | No change | 7,882 | $1.8M |
| GC Wealth Management RIA, LLC | 0.35% | Add +0.2% | 7,833 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -4.6% | 7,816 | $1.8M |
| Americana Partners, LLC | 0.14% | No change | 7,755 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +0.7% | 7,681 | $1.8M |
| Colonial Trust Co / SC | 0.31% | No change | 7,648 | $1.8M |
| Paulson Wealth Management Inc. | 0.51% | Reduce -11.6% | 7,594 | $1.7M |
| Next Capital Management LLC | 0.73% | No change | 7,530 | $1.7M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -23.9% | 7,492 | $1.7M |
| Aspire Wealth Management Corp | 0.98% | Reduce -6.5% | 7,444 | $1.7M |
| Wambolt & Associates, LLC | 0.49% | Add +11.2% | 7,438 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.30% | Reduce -2.7% | 7,367 | $1.7M |
| Falcon Wealth Planning | 0.22% | Reduce -5.5% | 7,354 | $1.7M |
| Etfidea, LLC | 0.57% | Add +1.1% | 7,348 | $1.7M |
| Community Financial Services Group, LLC | 0.36% | Reduce -3.9% | 7,339 | $1.7M |
| Asset Allocation & Management Company, LLC | 1.11% | No change | 7,329 | $1.7M |
| NFSG Corp | 0.62% | Add +68.1% | 7,275 | $1.7M |
| Frisch Financial Group, Inc. | 0.50% | Reduce -1.5% | 7,206 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +4.1% | 7,183 | $1.6M |
| Argent Trust Co | 0.07% | Reduce -1.1% | 7,113 | $1.6M |
| Quadrant Capital Group LLC | 0.12% | No change | 7,082 | $1.6M |
| Lowery Thomas, LLC | 1.19% | Add +2.7% | 7,081 | $1.6M |
| Fee-Only Financial Planning, L.C. | 1.09% | Add +1.1% | 7,060 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +8.4% | 7,059 | $1.6M |
| Silver Lake Advisory, LLC | 0.40% | Add +4.3% | 7,011 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 6,763 | $1.6M |
| Envision Financial Planning, LLC | 1.19% | Reduce -0.9% | 6,746 | $1.5M |
| Royal Fund Management, LLC | 0.21% | Reduce -36.7% | 6,667 | $1.5M |
| NBT Bank, N.A. | 0.11% | Add +275.3% | 6,714 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +45.1% | 6,686 | $1.5M |
| Simplicity Wealth,LLC | 0.03% | Add +45.1% | 6,686 | $1.5M |
| Family Manage LLC | 0.27% | Reduce -1.9% | 6,581 | $1.5M |
| City Holding Co. | 0.22% | Reduce -1.4% | 6,561 | $1.5M |
| My Legacy Advisors, LLC | 0.48% | Add +99.5% | 6,545 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Add +1.4% | 6,456 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.07% | New | 6,434 | $1.5M |
| Daymark Wealth Partners, LLC | 0.07% | Add +48.7% | 6,373 | $1.5M |
| Marcum Wealth, LLC | 0.14% | No change | 6,296 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -1.7% | 6,267 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +0.8% | 6,261 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +3.4% | 6,143 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.33% | No change | 6,231 | $1.4M |
| Washington Trust Advisors, Inc. | 0.13% | Reduce -0.9% | 6,207 | $1.4M |
| Members Wealth LLC | 0.95% | — | 4,953 | $1.4M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -1.4% | 6,051 | $1.4M |
| Custos Family Office, LLC | 0.55% | New | 5,995 | $1.4M |
| Choreo, LLC | 0.02% | Add +50.6% | 6,021 | $1.4M |
| Integrated Investment Consultants, LLC | 0.38% | No change | 5,802 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 5,953 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.20% | Reduce -6.5% | 5,944 | $1.4M |
| Mathes Company, Inc. | 0.49% | No change | 5,820 | $1.3M |
| &partners | 0.06% | Add +359.6% | 5,787 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -1.8% | 5,776 | $1.3M |
| Colonial Trust Advisors | 0.13% | Reduce -4.8% | 5,772 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +11.7% | 5,692 | $1.3M |
| Baldwin Investment Management, LLC | 0.18% | No change | 5,684 | $1.3M |
| Prio Wealth Limited Partnership | 0.04% | No change | 5,655 | $1.3M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -3.7% | 5,645 | $1.3M |
| Smith Anglin Financial, LLC | 0.13% | No change | 5,640 | $1.3M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -0.3% | 5,554 | $1.3M |
| Collective Family Office LLC | 0.38% | Add +4.8% | 5,565 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -2.3% | 5,535 | $1.3M |
| Novak & Powell Financial Services, Inc. | 0.79% | Reduce -90.5% | 5,526 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | No change | 5,488 | $1.3M |
| TPG Financial Advisors, LLC | 0.60% | — | 5,483 | $1.3M |
| Evergreen Wealth Management, LLC | 0.83% | No change | 5,482 | $1.3M |
| Sagace Wealth Management LLC | 1.22% | — | 5,289 | $1.2M |
| Prossimo Advisors, LLC | 1.12% | New | 5,387 | $1.2M |
| Aveo Capital Partners, LLC | 0.14% | Add +9.0% | 5,379 | $1.2M |
| Geneva Partners, LLC | 0.51% | Add +5.8% | 5,345 | $1.2M |
| Cozad Asset Management Inc. | 0.12% | No change | 5,340 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +6.1% | 5,273 | $1.2M |
| Wedmont Private Capital | 0.07% | Reduce -0.2% | 5,027 | $1.2M |
| Dentgroup LLC | 0.95% | Reduce -1.7% | 5,133 | $1.2M |
| Sterling Investment Counsel, LLC | 0.46% | Add +69.4% | 5,131 | $1.2M |
| First American Trust, FSB | 0.12% | Reduce -2.5% | 5,130 | $1.2M |
| Hexagon Capital Partners LLC | 0.26% | Reduce -6.6% | 5,116 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.89% | No change | 5,085 | $1.2M |
| Fairscale Capital, LLC | 1.03% | — | 4,836 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -1.5% | 5,044 | $1.2M |
| FC Advisory LLC | 0.42% | Add +0.1% | 5,033 | $1.2M |
| Busey Bank | 0.04% | No change | 4,990 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.26% | Add +11.7% | 4,953 | $1.1M |
| Keybank National Association | 0.00% | Reduce -1.4% | 4,949 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +29.3% | 4,809 | $1.1M |
| Arkadios Wealth Advisors | 0.08% | Add +402.1% | 4,905 | $1.1M |
| Consolidated Portfolio Review Corp | 0.26% | Add +0.8% | 4,888 | $1.1M |
| Stevens Capital Partners | 0.58% | Add +3.9% | 4,859 | $1.1M |
| Creative Financial Designs Inc. | 0.10% | Add +2.0% | 4,810 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -14.4% | 4,762 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.29% | No change | 4,740 | $1.1M |
| JNBA Financial Advisors | 0.11% | Reduce -2.6% | 4,731 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.47% | No change | 4,667 | $1.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | No change | 4,652 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +37.3% | 4,567 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.9% | 4,559 | $1.0M |
| Prospera Financial Services Inc | 0.03% | Add +1.4% | 4,551 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +96.4% | 4,553 | $1.0M |
| Bank of Hawaii | 0.05% | Reduce -5.9% | 4,504 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +43.0% | 4,440 | $1.0M |
| Steph & Co. | 0.35% | Reduce -0.7% | 4,438 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.5% | 4,387 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.5% | 4,387 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +7.9% | 4,385 | $1.0M |
| Hilltop National Bank | 0.32% | Add +2.4% | 4,335 | $995K |
| Verdence Capital Advisors LLC | 0.09% | Add +95.7% | 4,327 | $993K |
| Cibc World Market Inc. | 0.00% | Add +7.3% | 4,299 | $987K |
| Cherrydale Wealth Management, LLC | 0.43% | Reduce -5.2% | 4,280 | $982K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -43.6% | 4,264 | $979K |
| Western Wealth Management, LLC | 0.07% | Reduce -2.6% | 4,252 | $976K |
| Smartleaf Asset Management LLC | 0.16% | Add +93.8% | 4,216 | $971K |
| Greenhouse Wealth Management, LLC | 0.71% | Reduce -0.1% | 4,210 | $967K |
| Founders Financial Securities LLC | 0.09% | Reduce -21.6% | 4,206 | $965K |
| Smithfield Trust Co | 0.05% | Reduce -1.5% | 4,161 | $955K |
| Wrapmanager Inc. | 0.26% | Reduce -2.0% | 4,153 | $953K |
| Townsquare Capital LLC | 0.01% | Add +2.1% | 4,153 | $953K |
| Trivium Point Advisory, LLC | 0.14% | Add +85.2% | 4,135 | $949K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.4% | 4,116 | $945K |
| Renaissance Technologies | 0.00% | Add +105.0% | 4,100 | $941K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.3% | 4,075 | $935K |
| Belpointe Asset Management LLC | 0.06% | Add +30.3% | 4,042 | $928K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 4,019 | $923K |
| Carnegie Investment Counsel | 0.03% | Add +1.6% | 3,983 | $914K |
| Flagstar Securities, Inc. | 0.25% | Add +1.6% | 3,964 | $911K |
| Beacon Financial Planning, Inc. | 0.62% | No change | 3,969 | $911K |
| Nemes Rush Group LLC | 0.12% | No change | 3,958 | $909K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -6.6% | 3,831 | $879K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +0.2% | 3,792 | $871K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -6.9% | 3,775 | $867K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -40.8% | 3,768 | $865K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -18.2% | 3,734 | $859K |
| Oakworth Capital, Inc. | 0.06% | Add +182.0% | 3,737 | $858K |
| Joel Isaacson & Co., LLC | 0.04% | Add +6.1% | 3,732 | $857K |
| Ridgewood Investments LLC | 0.42% | Reduce -11.1% | 3,679 | $845K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -1.2% | 3,671 | $844K |
| Zions Bancorporation, N.A. | 0.07% | No change | 3,667 | $842K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.8% | 3,665 | $841K |
| FDx Advisors, Inc. | 0.23% | Add +0.1% | 3,658 | $840K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 3,651 | $838K |
| 1834 Investment Advisors Co. | 0.10% | Add +27.2% | 3,617 | $830K |
| St. Louis Trust Co | 0.13% | No change | 3,597 | $826K |
| SC&H Financial Advisors, Inc. | 0.20% | Reduce -11.3% | 3,571 | $820K |
| IFP Advisors, Inc | 0.03% | Add +1.8% | 3,554 | $816K |
| Plancorp, LLC | 0.04% | Reduce -10.5% | 3,515 | $807K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -15.8% | 3,484 | $800K |
| Cedrus LLC | 0.40% | Add +11.0% | 3,468 | $796K |
| BKM Wealth Management, LLC | 0.38% | Add +10.0% | 3,427 | $787K |
| McNamara Financial Services, Inc. | 0.16% | Reduce -0.6% | 3,395 | $779K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.8% | 3,386 | $777K |
| Citadel Advisors | 0.00% | Reduce -66.8% | 3,369 | $773K |
| Modera Wealth Management, LLC | 0.01% | Reduce -10.8% | 3,361 | $772K |
| First Financial Bank - Trust Division | 0.08% | No change | 3,328 | $764K |
| Legacy Financial Group LLC | 0.15% | Reduce -1.9% | 3,310 | $760K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $758K |
| HSBC Holdings PLC | 0.00% | Add +124.9% | 3,302 | $758K |
| LGL Partners, LLC | 0.11% | No change | 3,287 | $755K |
| Strategic Financial Partners, Ltd. | 0.41% | Reduce -5.5% | 3,280 | $753K |
| Aaron Wealth Advisors LLC | 0.10% | Add +0.5% | 3,255 | $747K |
| Burns Matteson Capital Management, LLC | 0.47% | Reduce -6.1% | 3,236 | $743K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.3% | 3,227 | $741K |
| Cornerstone Advisory, LLC | 0.10% | Add +12.3% | 3,188 | $732K |
| Financial Freedom, LLC | 0.41% | Add +2.6% | 3,132 | $719K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +2.2% | 3,106 | $713K |
| Washington Trust Bank | 0.07% | Reduce -2.6% | 3,103 | $712K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -0.6% | 3,101 | $712K |
| Sierra Capital LLC | 0.10% | Reduce -48.2% | 3,097 | $711K |
| Calamos Wealth Management LLC | 0.04% | Reduce -3.1% | 3,091 | $710K |
| Warner Financial, Inc. | 0.35% | No change | 3,087 | $709K |
| Roman Butler Fullerton & Co. | 0.22% | Reduce -10.0% | 2,991 | $693K |
| Uptick Partners, LLC | 0.53% | No change | 2,931 | $691K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.3% | 2,995 | $689K |
| Aviso Wealth Management | 0.40% | No change | 2,958 | $679K |
| XML Financial, LLC | 0.07% | Add +2.8% | 2,952 | $678K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.7% | 2,946 | $676K |
| Lane & Associates LLC | 0.40% | Reduce -37.0% | 2,942 | $675K |
| Kanawha Capital Management LLC | 0.05% | Add +75.3% | 2,917 | $670K |
| Sepio Capital, LP | 0.06% | Reduce -0.2% | 2,915 | $669K |
| Certified Advisory Corp | 0.08% | No change | 2,904 | $667K |
| Fortis Capital Advisors, LLC | 0.24% | Add +30.6% | 2,898 | $665K |
| MAS Advisors LLC | 1.58% | Reduce -76.1% | 2,896 | $665K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.5% | 2,870 | $659K |
| Independent Wealth Network Inc. | 0.31% | Reduce -1.6% | 2,869 | $659K |
| Spreng Capital Management, Inc. | 0.34% | Add +31.2% | 2,867 | $658K |
| National Bank of Canada | 0.00% | Reduce -7.7% | 2,881 | $656K |
| Cardiff Park Advisors, LLC | 0.06% | No change | 2,846 | $653K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +218.7% | 2,843 | $653K |
| Waterfront Wealth Inc. | 0.18% | No change | 2,831 | $650K |
| TD Private Client Wealth LLC | 0.02% | Reduce -1.8% | 2,821 | $648K |
| Rockbridge Investment Management, LCC | 0.09% | No change | 2,753 | $632K |
| Spire Wealth Management | 0.02% | Add +4.7% | 2,747 | $631K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.0% | 2,738 | $629K |
| Wesbanco Bank Inc. | 0.02% | Add +1.6% | 2,721 | $625K |
| Bernardo Wealth Planning LLC | 0.17% | Reduce -0.9% | 2,720 | $624K |
| Tudor Investment Corporation | 0.01% | New | 2,719 | $624K |
| Compound Planning, Inc. | 0.05% | New | 2,695 | $619K |
| Accel Wealth Management | 0.25% | Add +0.1% | 2,688 | $617K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | No change | 2,620 | $601K |
| Lido Advisors, LLC | 0.01% | Reduce -8.4% | 2,609 | $600K |
| Cahill Wealth Management, LLC | 0.36% | No change | 2,609 | $599K |
| Norden Group LLC | 0.12% | No change | 2,603 | $598K |
| Pinion Investment Advisors, LLC | 0.29% | Add +97.3% | 2,584 | $593K |
| Owen LaRue, LLC | 0.36% | Add +8.2% | 2,569 | $590K |
| Evolution Advisers, Inc. | 0.34% | No change | 2,560 | $587K |
| Atlantic Union Bankshares Corp | 0.04% | Add +9.6% | 2,557 | $587K |
| Steele Capital Management, Inc. | 0.03% | No change | 2,525 | $581K |
| Graypoint LLC | 0.04% | No change | 2,501 | $574K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +35.9% | 2,496 | $573K |
| Jefferies Financial Group Inc. | 0.01% | No change | 2,465 | $566K |
| Morton Brown Family Wealth, LLC | 0.22% | Reduce -8.9% | 2,427 | $564K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -8.2% | 2,443 | $561K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,426 | $557K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,415 | $554K |
| Flputnam Investment Management Co. | 0.01% | Add +9.0% | 2,413 | $554K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $551K |
| Ocean Park Asset Management, LLC | 0.03% | No change | 2,389 | $548K |
| Wick Capital Partners, LLC | 0.19% | New | 2,387 | $548K |
| WR Wealth Planners, LLC | 0.17% | Reduce -7.5% | 2,375 | $545K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +2.0% | 2,341 | $537K |
| Strategic Investment Solutions, Inc. | 0.17% | — | 2,297 | $537K |
| Arete Wealth Advisors, LLC | 0.04% | New | 2,326 | $533K |
| Kiely Wealth Advisory Group, Inc. | 0.29% | Add +4.5% | 2,368 | $532K |
| Tyche Wealth Partners LLC | 0.13% | No change | 2,309 | $530K |
| Strategic Financial Services, Inc. | 0.03% | No change | 2,281 | $524K |
| Resurgent Financial Advisors LLC | 0.33% | New | 2,276 | $522K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $519K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +7.3% | 2,257 | $518K |
| Milestone Investment Advisors LLC | 0.14% | Reduce -1.0% | 2,255 | $518K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 2,241 | $514K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.1% | 2,221 | $510K |
| Bridgewealth Advisory Group, LLC | 0.23% | No change | 2,223 | $510K |
| Ledyard National Bank | 0.05% | Reduce -9.9% | 2,220 | $510K |
| Petix & Botte Co | 0.14% | Reduce -61.7% | 2,212 | $508K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +4.1% | 2,202 | $505K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -9.9% | 2,190 | $503K |
| NorthRock Partners, LLC | 0.02% | Add +0.4% | 2,183 | $502K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +28.3% | 2,174 | $499K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -52.2% | 2,165 | $497K |
| Wealthspan Partners, LLC | 0.27% | Reduce -1.9% | 2,160 | $496K |
| Cyrus J. Lawrence, LLC | 0.10% | No change | 2,157 | $495K |
| Ewa, LLC | 0.20% | No change | 2,101 | $493K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 2,144 | $492K |
| Meeder Advisory Services, Inc. | 0.03% | Add +1.4% | 2,142 | $492K |
| One Capital Management, LLC | 0.02% | No change | 2,132 | $489K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 2,118 | $486K |
| Powell Investment Advisors, LLC | 0.25% | No change | 2,109 | $485K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -9.8% | 2,101 | $482K |
| Geneos Wealth Management Inc. | 0.02% | Add +3.1% | 2,095 | $481K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,093 | $480K |
| WP Advisors, LLC | 0.15% | No change | 2,082 | $478K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -30.5% | 2,070 | $475K |
| F/m Investments LLC | 0.02% | New | 2,062 | $473K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,061 | $473K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 2,047 | $470K |
| DDFG, Inc | 0.14% | Reduce -0.3% | 2,037 | $468K |
| Level Four Advisory Services, LLC | 0.02% | New | 2,035 | $467K |
| Bank of Marin | 0.40% | New | 2,018 | $463K |
| Vertex Planning Partners, LLC | 0.12% | No change | 2,013 | $462K |
| CPA Asset Management Group, LLC | 0.25% | No change | 2,005 | $460K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -20.2% | 2,000 | $460K |
| Triton Wealth Management, PLLC | 0.27% | Reduce -3.2% | 1,939 | $455K |
| Klingman & Associates, LLC | 0.03% | Add +13.0% | 1,978 | $454K |
| Rehmann Capital Advisory Group | 0.03% | Add +28.3% | 1,976 | $454K |
| Integrated Advisors Network LLC | 0.02% | Add +0.1% | 1,962 | $450K |
| LM Advisors LLC | 0.09% | New | 1,950 | $448K |
| Bishop & Co Investment Management, LLC | 0.27% | Reduce -7.2% | 1,943 | $446K |
| Willner & Heller, LLC | 0.43% | Add +2.4% | 1,939 | $445K |
| PFG Investments, LLC | 0.03% | Reduce -69.5% | 1,929 | $443K |
| Dearborn Partners LLC | 0.02% | Reduce -1.0% | 1,924 | $442K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -1.4% | 1,904 | $437K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -27.3% | 1,887 | $433K |
| HUB Investment Partners, LLC | 0.02% | No change | 1,863 | $428K |
| StoneX Group Inc. | 0.03% | Add +8.1% | 1,853 | $426K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -4.0% | 1,852 | $425K |
| Wealthstream Advisors, Inc. | 0.15% | No change | 1,836 | $421K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -3.2% | 1,831 | $420K |
| ICONIQ Capital, LLC | 0.01% | New | 1,831 | $420K |
| Aspiriant, LLC | 0.02% | New | 1,828 | $420K |
| Strategic Blueprint, LLC | 0.03% | Add +14.4% | 1,820 | $418K |
| Trilogy Capital Inc. | 0.02% | New | 1,818 | $417K |
| Archford Capital Strategies, LLC | 0.07% | No change | 1,804 | $414K |
| Richardson Financial Services Inc. | 0.30% | Add +293.0% | 1,800 | $413K |
| Vise Technologies, Inc. | 0.07% | Reduce -11.9% | 1,792 | $411K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $409K |
| Davis R M Inc. | 0.01% | New | 1,782 | $409K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 1,779 | $408K |
| Acropolis Investment Management, LLC | 0.03% | Add +8.6% | 1,771 | $407K |
| Kennicott Capital Management LLC | 0.17% | No change | 1,739 | $399K |
| Anchor Investment Management, LLC | 0.04% | Reduce -21.6% | 1,728 | $397K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.0% | 1,698 | $390K |
| Institute for Wealth Management, LLC. | 0.05% | Add +14.8% | 1,680 | $386K |
| Rosenblum Silverman Sutton S F Inc. | 0.10% | Add +28.3% | 1,678 | $385K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,678 | $385K |
| Evermay Wealth Management LLC | 0.06% | No change | 1,667 | $383K |
| Girard Partners LTD. | 0.04% | No change | 1,652 | $379K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,622 | $372K |
| Independence Asset Advisors, LLC | 8.91% | No change | 1,619 | $372K |
| Mission Wealth Management, LP | 0.01% | Reduce -35.7% | 1,594 | $366K |
| Coldstream Capital Management Inc. | 0.01% | Add +44.8% | 1,587 | $364K |
| Pacific Sun Financial Corp | 0.21% | No change | 1,580 | $363K |
| Beacon Financial Group | 0.04% | Reduce -3.8% | 1,572 | $361K |
| Jacobi Capital Management LLC | 0.03% | Reduce -10.4% | 1,549 | $356K |
| 49 Wealth Management, LLC | 0.07% | Reduce -3.5% | 1,553 | $355K |
| Von Berge Wealth Management Group, LLC | 0.23% | Reduce -2.7% | 1,551 | $354K |
| Florida Financial Advisors, LLC | 0.21% | Add +1.8% | 1,536 | $353K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +31.4% | 1,536 | $353K |
| 9258 Wealth Management, LLC | 0.05% | Reduce -1.5% | 1,532 | $352K |
| RFG Advisory, LLC | 0.01% | Reduce -0.5% | 1,530 | $351K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Add +0.2% | 1,524 | $350K |
| Allred Capital Management, LLC | 0.13% | Add +1.7% | 1,502 | $345K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 1,500 | $344K |
| Intelligence Driven Advisers, LLC | 0.05% | New | 1,496 | $343K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,495 | $343K |
| Creekside Partners | 0.19% | — | 1,495 | $343K |
| Obsidian Personal Planning Solutions LLC | 0.21% | No change | 1,494 | $343K |
| Continuum Advisory, LLC | 0.05% | Reduce -2.2% | 1,487 | $341K |
| Fort Sheridan Advisors LLC | 0.05% | New | 1,481 | $340K |
| Townsend Asset Management Corp. /NC/ | 0.13% | No change | 1,481 | $340K |
| Vectors Research Management, LLC | 0.10% | Reduce -6.3% | 1,479 | $339K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -6.7% | 1,473 | $338K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 1,530 | $335K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -10.6% | 1,459 | $335K |
| Relative Value Partners Group, LLC | 0.04% | New | 1,451 | $333K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 1,451 | $333K |
| Financial Planning & Information Services, Inc. | 0.05% | Reduce -26.1% | 1,432 | $329K |
| Members Advisory Group LLC | 0.18% | Reduce -21.5% | 1,417 | $326K |
| Centaurus Financial, Inc. | 0.02% | Reduce -25.7% | 1,414 | $325K |
| Elevatus Welath Management | 0.12% | Reduce -96.3% | 1,409 | $323K |
| Curated Wealth Partners LLC | 0.05% | — | 1,407 | $323K |
| Valmark Advisers, Inc. | 0.01% | Add +2.0% | 1,405 | $323K |
| Partners in Financial Planning | 0.07% | Reduce -6.0% | 1,403 | $322K |
| Diversify Advisory Services, LLC | 0.02% | Add +22.8% | 1,386 | $319K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,387 | $318K |
| North Star Asset Management Inc. | 0.02% | Reduce -1.6% | 1,387 | $318K |
| Horizon Investments, LLC | 0.01% | Add +34.6% | 1,362 | $313K |
| Wells Financial Advisors INC | 0.20% | No change | 1,356 | $311K |
| Howland Capital Management LLC | 0.01% | Add +4.1% | 1,325 | $305K |
| RFG Holdings, Inc. | 0.12% | Add +0.1% | 1,322 | $304K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.15% | Add +48.3% | 1,315 | $302K |
| Essex Financial Services, Inc. | 0.02% | New | 1,328 | $299K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -0.2% | 1,291 | $296K |
| Haverford Trust Co | 0.00% | Add +4.5% | 1,286 | $295K |
| Courier Capital LLC | 0.02% | Reduce -57.8% | 1,282 | $294K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $293K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -2.9% | 1,276 | $293K |
| Zhang Financial LLC | 0.02% | No change | 1,266 | $291K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,262 | $290K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -82.5% | 1,255 | $288K |
| Chapin Davis, Inc. | 0.10% | Reduce -22.0% | 1,251 | $287K |
| Redmond Asset Management, LLC | 0.09% | New | 1,249 | $287K |
| Whittier Trust Co. | 0.00% | No change | 1,244 | $286K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $284K |
| Silverlake Wealth Management LLC | 0.12% | Add +12.1% | 1,226 | $281K |
| Morningstar Investment Services LLC | 0.00% | New | 1,216 | $280K |
| Fort Pitt Capital Group, LLC | 0.01% | Add +25.9% | 1,217 | $279K |
| Carmichael Hill & Associates, Inc. | 0.11% | No change | 1,216 | $279K |
| New Hampshire Trust | 0.06% | No change | 1,212 | $278K |
| Strategic Wealth Investment Group, LLC | 0.04% | — | 1,216 | $278K |
| Quadrature Capital Ltd | 0.00% | New | 1,202 | $276K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 1,200 | $275K |
| Synergy Asset Management, LLC | 0.04% | Add +31.7% | 1,185 | $272K |
| HBW Advisory Services LLC | 0.04% | Reduce -31.8% | 1,182 | $271K |
| CM Wealth Advisors LLC | 0.13% | New | 1,177 | $271K |
| Silver Coast Investments LLC | 0.11% | Reduce -1.9% | 1,170 | $269K |
| Evanson Asset Management, LLC | 0.02% | Reduce -17.7% | 1,169 | $268K |
| Stratos Investment Management, LLC | 0.02% | No change | 1,155 | $265K |
| Cahaba Wealth Management, Inc. | 0.02% | No change | 1,156 | $265K |
| Scott Capital Advisors, LLC | 0.08% | Add +0.1% | 1,144 | $263K |
| M&T Bank Corp | 0.00% | Reduce -12.6% | 1,135 | $261K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.3% | 1,134 | $260K |
| New Insight Wealth Advisors | 0.15% | Add +23.3% | 1,134 | $260K |
| Parsons Capital Management Inc. | 0.02% | New | 1,129 | $259K |
| Lodestone Wealth Management LLC | 0.14% | New | 1,129 | $259K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +18.5% | 1,126 | $259K |
| Argent Advisors, Inc. | 0.10% | No change | 1,120 | $257K |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 1,118 | $257K |
| Gallacher Capital Management LLC | 0.13% | No change | 1,111 | $255K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 1,105 | $254K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 1,147 | $250K |
| MBL Wealth, LLC | 0.03% | Reduce -0.9% | 1,075 | $247K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 1,058 | $242K |
| QRG Capital Management, Inc. | 0.00% | Reduce -10.3% | 1,054 | $242K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,057 | $242K |
| City State Bank | 0.10% | Add +0.5% | 1,052 | $241K |
| Yeomans Consulting Group, Inc. | 0.09% | New | 1,045 | $240K |
| Cooper Financial Group | 0.04% | Add +0.8% | 1,043 | $239K |
| Caldwell Trust Co | 0.03% | Reduce -5.7% | 1,036 | $238K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,010 | $232K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -49.8% | 1,007 | $231K |
| BancFirst Trust & Investment Management | 0.11% | New | 1,002 | $231K |
| CIC Wealth, LLC | 0.06% | No change | 1,001 | $230K |
| S.A. Mason LLC | 0.13% | Reduce -6.5% | 1,000 | $230K |
| WealthBridge Capital Management, LLC | 0.08% | No change | 997 | $229K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 994 | $228K |
| AMG National Trust Bank | 0.01% | New | 989 | $227K |
| Accredited Investors Inc. | 0.01% | Reduce -1.3% | 988 | $227K |
| Larson Financial Group LLC | 0.02% | Reduce -3.4% | 986 | $226K |
| RKL Wealth Management LLC | 0.02% | No change | 985 | $226K |
| Congress Asset Management Co. | 0.00% | New | 982 | $225K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $224K |
| Wintrust Investments LLC | 0.02% | Reduce -3.1% | 967 | $222K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -13.4% | 965 | $221K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.1% | 953 | $219K |
| Nicolet Bankshares Inc. | 0.05% | No change | 947 | $217K |
| Columbus Macro, LLC | 0.08% | No change | 936 | $216K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | No change | 942 | $216K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 936 | $215K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 924 | $212K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $211K |
| Mayfair Advisory Group, LLC | 0.14% | Add +0.1% | 895 | $211K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $211K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -0.1% | 915 | $210K |
| Fulton Bank, N.A. | 0.01% | New | 907 | $208K |
| Country Club Bank | 0.01% | No change | 900 | $207K |
| Element Wealth, LLC | 0.12% | No change | 901 | $207K |
| Camelot Technology Advisors, Inc. | 0.19% | No change | 900 | $207K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -18.2% | 900 | $207K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $206K |
| Private Client Services, LLC | 0.13% | Reduce -2.9% | 899 | $206K |
| Coppell Advisory Solutions LLC | 0.03% | — | 897 | $206K |
| Private Trust Co. NA | 0.02% | Add +32.5% | 897 | $206K |
| Gen-Wealth Partners Inc | 0.10% | No change | 893 | $205K |
| Parkside Advisors LLC | 0.05% | No change | 890 | $205K |
| Key Financial Inc | 0.05% | Add +70.7% | 886 | $203K |
| Investment Advisory Group, LLC | 0.08% | No change | 885 | $203K |
| SkyOak Wealth, LLC | 0.05% | Reduce -12.5% | 882 | $202K |
| First Heartland Consultants, Inc. | 0.02% | New | 874 | $201K |
| First PREMIER Bank | 0.05% | No change | 871 | $200K |
| Syntax Research, Inc. | 0.15% | No change | 837 | $192K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 827 | $190K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 815 | $187K |
| Financial Perspectives, Inc | 0.07% | No change | 812 | $186K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $184K |
| Grove Bank & Trust | 0.03% | No change | 800 | $184K |
| Legacy Bridge, LLC | 0.11% | No change | 796 | $183K |
| PrairieView Partners, LLC | 0.02% | Reduce -19.7% | 778 | $178K |
| Signaturefd, LLC | 0.00% | Reduce -1.5% | 774 | $178K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 767 | $176K |
| Bank of New Hampshire | 0.04% | No change | 745 | $171K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 720 | $165K |
| Independence Bank of Kentucky | 0.04% | No change | 718 | $165K |
| VitalStone Financial, LLC | 0.12% | No change | 710 | $163K |
| Family Firm, Inc. | 0.04% | New | 710 | $163K |
| Horizon Bancorp Inc. | 0.08% | Reduce -80.9% | 688 | $158K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -3.0% | 691 | $158K |
| McClarren Financial Advisors, Inc. | 1.35% | Add +5.8% | 688 | $149K |
| Horizon Financial Services, LLC | 0.09% | Add +6.0% | 637 | $146K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $141K |
| LRI Investments, LLC | 0.02% | No change | 615 | $141K |
| GoalVest Advisory LLC | 0.04% | No change | 610 | $140K |
| Cordant, Inc. | 0.08% | No change | 604 | $139K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 601 | $138K |
| Matrix Private Capital Group LLC | 0.09% | Reduce -3.5% | 599 | $138K |
| Benjamin Edwards Inc. | 0.03% | Add +5.0% | 592 | $136K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -3.5% | 586 | $135K |
| Farther Finance Advisors, LLC | 0.01% | Add +130.4% | 583 | $133K |
| FWL Investment Management, LLC | 0.07% | No change | 568 | $130K |
| BlackRock Inc. | 0.00% | No change | 553 | $127K |
| Raffa Wealth Management, LLC | 0.04% | No change | 551 | $126K |
| Jamison Private Wealth Management, Inc. | 0.02% | No change | 538 | $124K |
| Iron Horse Wealth Management, LLC | 0.05% | No change | 515 | $118K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $117K |
| Montag A & Associates Inc. | 0.01% | No change | 496 | $114K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 484 | $111K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 481 | $111K |
| SouthState Bank Corp | 0.01% | Add +0.4% | 480 | $110K |
| Olistico Wealth, LLC | 0.07% | New | 475 | $109K |
| International Assets Investment Management, LLC | 0.01% | New | 469 | $108K |
| Crewe Advisors LLC | 0.01% | No change | 452 | $104K |
| Bangor Savings Bank | 0.01% | Reduce -3.3% | 440 | $101K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 439 | $101K |
| MV Capital Management, Inc. | 0.01% | No change | 421 | $97K |
| PSI Advisors, LLC | 0.03% | No change | 400 | $92K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 399 | $92K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 386 | $89K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $85K |
| Sandy Spring Bank | 0.00% | No change | 370 | $85K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $76K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 330 | $76K |
| Heritage Wealth Advisors | 0.00% | No change | 329 | $76K |
| Russell Investments Group, Ltd. | 0.00% | New | 312 | $72K |
| Creekmur Asset Management LLC | 0.02% | No change | 295 | $68K |
| Logan Capital Management Inc. | 0.00% | No change | 293 | $67K |
| St Germain D J Co. Inc. | 0.00% | Add +186.9% | 284 | $65K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -30.3% | 281 | $65K |
| Gradient Investments LLC | 0.00% | Add +11.1% | 280 | $64K |
| Raleigh Capital Management Inc. | 0.03% | No change | 279 | $64K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -59.6% | 277 | $64K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +37.5% | 275 | $63K |
| Clean Yield Group | 0.02% | No change | 254 | $58K |
| Balentine LLC | 0.00% | No change | 253 | $58K |
| Blue Trust, Inc. | 0.00% | No change | 245 | $58K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $57K |
| Concord Wealth Partners | 0.01% | Reduce -60.1% | 240 | $55K |
| Venturi Wealth Management, LLC | 0.00% | No change | 231 | $53K |
| Nordwand Advisors, LLC | 0.02% | No change | 230 | $53K |
| Archer Investment Corp | 0.02% | No change | 229 | $53K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $51K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.3% | 212 | $49K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.2% | 210 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 201 | $46K |
| Optimum Investment Advisors | 0.02% | Reduce -72.5% | 190 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $42K |
| Eukles Asset Management | 0.02% | No change | 181 | $42K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 176 | $40K |
| Caitlin John, LLC | 0.03% | No change | 173 | $40K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 165 | $38K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $38K |
| Fairman Group, LLC | 0.04% | No change | 157 | $36K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 140 | $32K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6.1% | 139 | $32K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 138 | $32K |
| Beacon Capital Management, LLC | 0.01% | No change | 129 | $30K |
| Castleview Partners, LLC | 0.02% | Add +443.5% | 125 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Add +7.3% | 117 | $27K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 106 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.2% | 105 | $24K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | New | 105 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 103 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $23K |
| Global Financial Private Client, LLC | 0.01% | No change | 98 | $22K |
| Abound Wealth Management | 0.01% | New | 98 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 93 | $21K |
| Field & Main Bank | 0.01% | No change | 90 | $21K |
| NewSquare Capital LLC | 0.00% | Reduce -89.0% | 90 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 82 | $19K |
| Aspire Private Capital, LLC | 0.00% | No change | 78 | $18K |
| Private Ocean, LLC | 0.00% | No change | 77 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 72 | $17K |
| Pineridge Advisors LLC | 0.01% | No change | 69 | $16K |
| Davis Capital Management | 0.01% | Reduce -2.8% | 69 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 68 | $16K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 66 | $15K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 62 | $15K |
| Motco | 0.00% | New | 57 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $13K |
| Unique Wealth Strategies, LLC | 0.01% | New | 54 | $13K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -51.3% | 55 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +5.9% | 54 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 50 | $11K |
| Strategic Financial Concepts, LLC | 0.01% | Add +48737.1% | 1,596,973 | $11K |
| Pacific Center for Financial Services | 0.00% | No change | 48 | $11K |
| Robinswood Financial LLC | 0.00% | Add +235.7% | 47 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 43 | $10K |
| Stephens Consulting, LLC | 0.00% | Reduce -11.9% | 37 | $8K |
| First Financial Corp. | 0.00% | New | 35 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 33 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $7K |
| Tucker Asset Management LLC | 0.00% | Add +21.7% | 28 | $6K |
| Ancora Advisors LLC | 0.00% | Reduce -39.0% | 25 | $6K |
| Opal Wealth Advisors, LLC | 0.00% | New | 20 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 19 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $4K |
| Cypress Capital, LLC | 0.00% | New | 17 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $3K |
| Main Street Group, LTD | 0.00% | Reduce -87.2% | 15 | $3K |
| Richardson Capital Management LLC | 0.00% | No change | 14 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -72.3% | 13 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 12 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $2K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 9 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 8 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 6 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Gould Capital, LLC | 0.00% | New | 4 | $918 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -98.7% | 1 | $101 |
"% of holder's portfolio" is VOT's weight in each manager's 13F, not the share of Vngrd Mrngstr MC GRW ETF-Usd the manager owns.