Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q2 2025 (June 30)1,013holders +34
86new positions
56sold out
6famous investors
$284.00avg. 13F price*
At the end of Q2 2025, 1,013 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 34 from Q1 2025. 86 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($812.4M), Assetmark, Inc. ($699.1M) and Royal Bank of Canada ($599.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2025)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $73.0M |
| Exits | 56 | $72.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,072,343 shares bought and 2,653,697 shares sold, net −581,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,013 holders
| Morgan Stanley | 0.05% | Add +3.0% | 2,856,608 | $812.4M |
| Assetmark, Inc. | 1.65% | Add +3.2% | 2,458,167 | $699.1M |
| Royal Bank of Canada | 0.12% | Reduce -30.4% | 2,108,493 | $599.6M |
| Bank of America Corp. | 0.05% | Reduce -1.3% | 2,001,939 | $569.3M |
| Wells Fargo & Company | 0.09% | Add +4.7% | 1,492,450 | $424.4M |
| EP Wealth Advisors, LLC | 2.30% | Add +15.8% | 1,229,552 | $349.7M |
| UBS Group AG | 0.07% | Add +1.4% | 1,136,980 | $323.3M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -3.0% | 1,098,715 | $312.5M |
| Truepoint, Inc. | 7.34% | Add +1.3% | 1,036,103 | $294.7M |
| Jones Financial Companies LLLP | 0.16% | Add +6.1% | 767,631 | $216.8M |
| LPL Financial LLC | 0.07% | Add +10.3% | 743,504 | $211.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.0% | 716,101 | $203.7M |
| Tiaa Trust, National Association | 0.48% | Reduce -13.0% | 653,635 | $185.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -23.4% | 637,002 | $181.1M |
| Moneta Group Investment Advisors LLC | 2.02% | Add +20.1% | 597,195 | $169.8M |
| Stifel Financial Corp. | 0.13% | Add +1.5% | 465,109 | $132.3M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -6.1% | 401,601 | $114.2M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -5.4% | 392,190 | $111.5M |
| Raymond James Financial Inc. | 0.04% | Add +5.2% | 391,079 | $111.2M |
| Stephens Group Asset Management, LLC | 7.78% | Add +9.3% | 380,178 | $108.1M |
| Avior Wealth Management, LLC | 3.50% | Reduce -1.0% | 356,256 | $101.3M |
| Osaic Holdings, Inc. | 0.16% | Add +191.2% | 336,851 | $88.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.2% | 294,253 | $83.6M |
| Truist Financial Corp. | 0.11% | Reduce -6.8% | 257,550 | $73.2M |
| Waverly Advisors, LLC | 0.80% | Reduce -3.3% | 257,449 | $73.2M |
| FMR LLC | 0.00% | Add +0.2% | 252,660 | $71.9M |
| Orgel Wealth Management, LLC | 1.52% | Add +6.3% | 221,110 | $62.9M |
| McAdam, LLC | 2.90% | Add +2.9% | 186,310 | $53.0M |
| Equitable Holdings, Inc. | 0.42% | Reduce -3.4% | 180,588 | $51.4M |
| Private Advisor Group, LLC | 0.27% | Add +2.0% | 176,802 | $50.3M |
| BNP Paribas Financial Markets | 0.04% | Add +10.1% | 173,203 | $49.3M |
| Cetera Investment Advisers | 0.08% | Reduce -25.8% | 165,395 | $47.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.1% | 159,128 | $45.3M |
| Mariner, LLC | 0.06% | Reduce -0.6% | 153,983 | $43.8M |
| MML Investors Services, LLC | 0.12% | Reduce -2.3% | 151,479 | $43.1M |
| Trust Co | 4.79% | Reduce -6.2% | 149,104 | $42.4M |
| 1832 Asset Management L.P. | 0.07% | Reduce -3.6% | 147,242 | $41.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.3% | 145,843 | $41.8M |
| Kestra Advisory Services, LLC | 0.19% | Add +40.7% | 135,595 | $38.6M |
| Creative Planning | 0.03% | Reduce -3.4% | 133,845 | $38.1M |
| Kwmg, LLC | 3.57% | Add +1.6% | 133,762 | $38.0M |
| Wilmington Savings Fund Society, FSB | 0.67% | Add +12.7% | 132,183 | $37.6M |
| Adventist Health System/ West | 5.54% | No change | 131,150 | $37.3M |
| NewEdge Advisors, LLC | 0.19% | Add +2.8% | 128,162 | $36.4M |
| HighTower Advisors, LLC | 0.05% | Add +12.3% | 126,470 | $36.0M |
| US Bancorp \de | 0.04% | Add +15.3% | 114,342 | $32.5M |
| World Investment Advisors | 0.72% | Add +634.2% | 111,205 | $31.6M |
| Cassaday & Co Wealth Management LLC | 0.76% | Reduce -3.3% | 106,479 | $30.3M |
| Bragg Financial Advisors, Inc | 1.06% | Add +0.9% | 103,948 | $29.6M |
| Benjamin Edwards Inc. | 0.37% | Add +2.3% | 103,550 | $29.4M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -11.5% | 102,622 | $29.2M |
| Bryn Mawr Trust Advisors, LLC | 1.57% | Add +6.7% | 101,136 | $28.8M |
| Rodgers & Associates, LTD | 2.96% | Add +3.5% | 94,583 | $26.9M |
| BHK Investment Advisors, LLC | 9.85% | Reduce -0.8% | 88,460 | $25.2M |
| Aire Advisors, LLC | 4.75% | Reduce -1.2% | 86,168 | $24.5M |
| Dakota Wealth Management | 0.51% | Add +7.4% | 85,688 | $24.4M |
| Presilium Private Wealth, LLC | 4.94% | Reduce -1.4% | 84,976 | $24.2M |
| Natixis Advisors, LLC | 0.04% | Add +1.5% | 83,918 | $23.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +2.7% | 83,087 | $23.6M |
| Betterment LLC | 0.05% | Add +4.0% | 82,993 | $23.6M |
| Praetorian Wealth Management, Inc. | 5.37% | Reduce -15.9% | 82,059 | $23.3M |
| Condor Capital Management | 1.94% | Reduce -1.0% | 78,802 | $22.4M |
| Glenview Trust Co | 0.38% | Add +12.1% | 77,444 | $22.0M |
| Baird Financial Group, Inc. | 0.04% | Reduce -7.0% | 76,286 | $21.7M |
| MAI Capital Management | 0.15% | Add +3.5% | 75,190 | $21.4M |
| Cary Street Partners Financial LLC | 0.57% | Add +130.3% | 71,789 | $20.4M |
| Cwm, LLC | 0.07% | Add +76.7% | 70,442 | $20.0M |
| Systelligence, LLC | 3.69% | New | 70,209 | $20.0M |
| Total Wealth Planning, LLC | 2.34% | Add +2.0% | 65,148 | $18.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -14.2% | 64,825 | $18.4M |
| Belpointe Asset Management LLC | 0.72% | Add +466.6% | 60,970 | $17.3M |
| Black Diamond Financial, LLC | 2.64% | Reduce -10.3% | 59,732 | $17.0M |
| &partners | 0.13% | Add +27.0% | 58,862 | $16.7M |
| Synovus Financial Corp. | 0.20% | Reduce -2.4% | 58,045 | $16.5M |
| Roberts Financial Services LLC | 5.68% | Reduce -45.9% | 57,917 | $16.5M |
| Blair William & Co. | 0.04% | Add +29.7% | 56,314 | $16.0M |
| Eagle Strategies LLC | 2.43% | Add +3.2% | 55,972 | $15.9M |
| Marion Wealth Management | 3.93% | Add +2.9% | 55,201 | $15.7M |
| Opes Wealth Management LLC | 2.72% | Add +5.6% | 53,940 | $15.3M |
| Strategic Investment Advisors / MI | 1.42% | Add +9.3% | 51,291 | $14.6M |
| Wellington Management Group LLP | 0.00% | Reduce -69.4% | 50,692 | $14.4M |
| Davis Investment Partners, LLC | 5.11% | Reduce -2.4% | 50,482 | $14.3M |
| Independent Financial Group, LLC | 0.38% | Add +2.7% | 48,922 | $13.9M |
| Avantax Planning Partners, Inc. | 0.44% | Add +64.2% | 48,897 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.3% | 47,707 | $13.6M |
| First Horizon Advisors, Inc. | 0.35% | Reduce -6.5% | 47,677 | $13.6M |
| Captrust Financial Advisors | 0.03% | Reduce -1.5% | 47,151 | $13.4M |
| Commerce Bank | 0.08% | Reduce -1.0% | 47,037 | $13.4M |
| Compton Wealth Advisory Group, LLC | 3.38% | Add +1.1% | 46,921 | $13.3M |
| LMCG Investments, LLC | 0.82% | Reduce -3.1% | 46,270 | $13.2M |
| Allworth Financial LP | 0.06% | Add +1.7% | 45,382 | $12.9M |
| SWAN Capital LLC | 5.58% | Add +81.6% | 45,147 | $12.8M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Add +0.9% | 44,857 | $12.8M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -0.9% | 44,680 | $12.7M |
| Arvest Investments, Inc. | 1.89% | Reduce -1.8% | 44,118 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.2% | 43,565 | $12.4M |
| Highland Capital Management, LLC | 0.67% | Reduce -0.8% | 43,489 | $12.4M |
| Advisory Alpha, LLC | 0.38% | Add +3.6% | 42,933 | $12.2M |
| Fifth Third Bancorp | 0.04% | Reduce -40.9% | 42,389 | $12.1M |
| Payne Capital Management, LLC | 4.63% | Reduce -0.3% | 42,288 | $12.0M |
| Tidal Investments LLC | 0.08% | Add +34.9% | 42,027 | $12.0M |
| Wolff Financial Management LLC | 3.02% | Add +1.0% | 41,168 | $11.7M |
| Comerica Bank | 0.05% | Add +1.0% | 41,105 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.5% | 41,039 | $11.7M |
| D.A. Davidson & Co. | 0.08% | Add +0.0% | 40,549 | $11.5M |
| Connecticut Wealth Management, LLC | 0.53% | Reduce -1.1% | 39,020 | $11.1M |
| Operose Advisors LLC | 3.13% | Reduce -0.8% | 39,009 | $11.1M |
| NorthStar Asset Management LLC | 5.85% | Add +8.5% | 39,004 | $11.1M |
| Regimen Wealth, LLC | 3.41% | Add +27.7% | 38,625 | $11.0M |
| IFP Advisors, Inc | 0.31% | Add +201.9% | 37,773 | $10.8M |
| Addison Advisors LLC | 2.63% | Add +0.8% | 37,114 | $10.6M |
| RTD Financial Advisors, Inc. | 1.35% | Add +24.2% | 37,058 | $10.5M |
| Midwest Trust Co | 0.14% | — | 36,521 | $10.4M |
| Sage Financial Group Inc. | 0.73% | Add +1.2% | 34,937 | $9.9M |
| Aprio Wealth Management, LLC | 1.12% | Reduce -35.7% | 34,924 | $9.9M |
| Gladwyn Financial Advisors, Inc. | 7.47% | — | 33,967 | $9.7M |
| NewEdge Wealth, LLC | 0.15% | Add +1.6% | 33,065 | $9.5M |
| Focus Partners Wealth | 0.02% | Add +8.5% | 33,279 | $9.5M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Reduce -4.8% | 32,745 | $9.3M |
| Prosperity Planning, Inc. | 3.72% | Add +2.5% | 32,345 | $9.2M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -2.5% | 32,309 | $9.2M |
| Rwa Wealth Partners, LLC | 0.11% | Reduce -1.5% | 31,724 | $9.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +8.1% | 31,567 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.7% | 31,342 | $8.9M |
| Bokf, NA | 0.14% | Add +17.8% | 31,237 | $8.9M |
| HRC Wealth Management, LLC | 4.72% | Add +22.7% | 31,128 | $8.9M |
| Transamerica Financial Advisors, LLC | 0.83% | Add +5.2% | 31,117 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +31.4% | 30,326 | $8.6M |
| Clayton Financial Group LLC | 10.19% | Reduce -62.1% | 30,122 | $8.6M |
| CX Institutional | 0.30% | Add +12.2% | 29,894 | $8.5M |
| 360 Financial, Inc. | 2.66% | Add +1.9% | 29,597 | $8.4M |
| Integrity Alliance, Llc. | 0.45% | Add +3.7% | 29,216 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.25% | Add +0.3% | 29,003 | $8.2M |
| Pittenger & Anderson Inc. | 0.30% | No change | 28,980 | $8.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +7.1% | 28,524 | $8.1M |
| Inspire Trust Co, N.A. | 1.67% | Add +14.0% | 28,500 | $8.1M |
| Hapanowicz & Associates Financial Services, Inc | 4.07% | Add +1.2% | 28,309 | $8.1M |
| Associated Banc-Corp | 0.23% | Add +27.4% | 27,980 | $8.0M |
| Cerity Partners LLC | 0.01% | Reduce -85.7% | 27,708 | $7.9M |
| Provident Wealth Management, LLC | 2.57% | Reduce -1.3% | 27,689 | $7.9M |
| Fusion Capital, LLC | 2.68% | Add +5.8% | 27,594 | $7.8M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 27,416 | $7.8M |
| JMG Financial Group, Ltd. | 0.23% | Reduce -0.0% | 27,073 | $7.7M |
| Checchi Capital Advisers, LLC | 0.53% | Add +126.2% | 26,595 | $7.6M |
| Regal Investment Advisors LLC | 0.57% | Reduce -0.1% | 26,584 | $7.6M |
| Bare Financial Services, Inc | 2.54% | Add +22.2% | 26,490 | $7.5M |
| Old National Bancorp | 0.13% | Add +4.6% | 25,711 | $7.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.29% | Add +1.0% | 25,692 | $7.3M |
| Aufman Associates Inc | 4.50% | Reduce -0.2% | 25,648 | $7.3M |
| Cranbrook Wealth Management, LLC | 1.54% | Reduce -0.1% | 25,348 | $7.2M |
| Ally Invest Advisors Inc. | 0.56% | Reduce -0.7% | 25,214 | $7.2M |
| Ascent Group, LLC | 0.28% | Reduce -47.5% | 25,172 | $7.2M |
| Leavell Investment Management, Inc. | 0.32% | Add +3.9% | 25,129 | $7.2M |
| Stephens Inc. | 0.10% | Add +1.3% | 24,676 | $7.0M |
| NFSG Corp | 1.14% | Add +17.8% | 24,675 | $7.0M |
| Park Avenue Securities LLC | 0.06% | Reduce -28.2% | 24,587 | $7.0M |
| Fifth Third Securities, Inc. | 0.52% | Add +24.9% | 24,139 | $6.9M |
| Marietta Wealth Management, LLC | 0.89% | Add +5.1% | 24,086 | $6.8M |
| Capital Investment Counsel, LLC | 1.06% | Reduce -3.7% | 24,071 | $6.8M |
| Kieckhefer Group LLC | 3.64% | Add +0.0% | 23,576 | $6.7M |
| SOA Wealth Advisors, LLC. | 1.22% | Reduce -18.6% | 23,368 | $6.6M |
| Merit Financial Group, LLC | 0.07% | Add +28.1% | 23,272 | $6.6M |
| IVC Wealth Advisors LLC | 3.17% | Add +11.3% | 22,891 | $6.5M |
| Everhart Financial Group, Inc. | 0.74% | Add +11.7% | 22,659 | $6.4M |
| Thrive Capital Management, LLC | 2.01% | New | 22,547 | $6.4M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.4% | 22,514 | $6.4M |
| Trustmark Bank Trust Department | 0.44% | Add +1.6% | 22,479 | $6.4M |
| Texas Yale Capital Corp. | 0.21% | Add +2.1% | 22,441 | $6.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +12.2% | 22,346 | $6.4M |
| Zeit Capital LLC | 4.50% | Add +0.5% | 22,125 | $6.3M |
| Mma Asset Management LLC | 2.39% | Add +20.5% | 21,927 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -6.9% | 21,529 | $6.1M |
| Arax Advisory Partners | 0.28% | Reduce -4.7% | 21,364 | $6.1M |
| HFG Advisors, Inc. | 4.81% | Add +1.7% | 21,357 | $6.1M |
| Goepper Burkhardt LLC | 2.23% | Reduce -12.3% | 21,286 | $6.1M |
| Genesis Private Wealth, LLC | 2.83% | Add +1.1% | 21,156 | $6.0M |
| Meridian Wealth Management, LLC | 0.25% | Reduce -8.1% | 20,764 | $5.9M |
| Asset Management Group, Inc. | 1.03% | Reduce -1.2% | 20,691 | $5.9M |
| Tenret Co LLC | 3.14% | Reduce -4.2% | 20,260 | $5.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +6.1% | 20,132 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.3% | 20,074 | $5.7M |
| Harbor Investment Advisory, LLC | 0.51% | Reduce -1.6% | 20,053 | $5.7M |
| Prosperity Consulting Group, LLC | 0.41% | Reduce -3.8% | 19,866 | $5.6M |
| Eclectic Associates Inc. | 1.22% | Reduce -0.7% | 19,664 | $5.6M |
| Mosaic Family Wealth Partners, LLC | 0.71% | Add +0.0% | 19,440 | $5.5M |
| Citizens Financial Group Inc. | 0.09% | Add +4.9% | 19,299 | $5.5M |
| Brown Advisory Inc. | 0.01% | Reduce -2.2% | 19,281 | $5.5M |
| Peak Retirement Planning, Inc. | 2.21% | Add +54.8% | 19,248 | $5.5M |
| Mather Group, Llc. | 0.06% | Reduce -2.6% | 19,229 | $5.5M |
| Planning Directions Inc. | 3.06% | Add +3.4% | 19,116 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +10.5% | 18,870 | $5.4M |
| Councilor Wealth, LLC | 2.46% | Add +1.9% | 18,493 | $5.3M |
| TFB Advisors LLC | 1.38% | Reduce -3.4% | 18,481 | $5.3M |
| Sagace Wealth Management LLC | 3.93% | Add +130.2% | 18,477 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +12.7% | 17,888 | $5.1M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -1.2% | 17,696 | $5.0M |
| Nwam LLC | 0.29% | Add +13.8% | 17,458 | $5.0M |
| Capitolis Liquid Global Markets LLC | 0.04% | Reduce -43.1% | 17,400 | $4.9M |
| First United Bank & Trust | 1.72% | Reduce -8.0% | 17,355 | $4.9M |
| Destiny Wealth Partners, LLC | 0.65% | New | 17,099 | $4.9M |
| CENTRAL TRUST Co | 0.11% | Reduce -1.4% | 17,006 | $4.8M |
| Titleist Asset Management, LLC | 0.46% | Add +0.3% | 16,280 | $4.6M |
| Willis Johnson & Associates, Inc. | 0.31% | Add +8.5% | 16,261 | $4.6M |
| Savant Capital, LLC | 0.03% | Add +4.2% | 16,201 | $4.6M |
| Moneco Advisors, LLC | 0.43% | Reduce -3.4% | 16,188 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.30% | Reduce -5.1% | 16,073 | $4.6M |
| Northern Trust Corp. | 0.00% | Reduce -9.8% | 16,001 | $4.6M |
| Juncture Wealth Strategies, LLC | 1.61% | Reduce -12.2% | 15,948 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.9% | 15,845 | $4.5M |
| Shira Ridge Wealth Management | 2.06% | Add +0.5% | 15,824 | $4.5M |
| Ifrah Financial Services, Inc. | 1.21% | Reduce -1.7% | 15,589 | $4.4M |
| Q3 Asset Management | 1.52% | Reduce -62.5% | 15,151 | $4.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.8% | 15,075 | $4.3M |
| MidAtlantic Capital Management, Inc. | 3.02% | Add +0.3% | 14,951 | $4.3M |
| JPL Wealth Management, LLC | 1.11% | Add +0.5% | 14,402 | $4.1M |
| Valley Wealth Managers, Inc. | 0.29% | Reduce -1.7% | 14,170 | $4.0M |
| Keel Point, LLC | 0.27% | Add +0.5% | 14,169 | $4.0M |
| Clark Financial Services Group Inc. | 2.47% | Reduce -3.9% | 14,119 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +88.0% | 14,111 | $4.0M |
| Baring Financial LLC | 3.00% | Add +5.0% | 14,103 | $4.0M |
| rebel Financial LLC | 1.76% | — | 13,577 | $3.9M |
| Cohen Klingenstein LLC | 0.13% | No change | 13,565 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.90% | Reduce -1.1% | 13,479 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +14.3% | 13,382 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +4.1% | 13,276 | $3.8M |
| Clearstead Advisors, LLC | 0.05% | Reduce -1.4% | 13,229 | $3.8M |
| Signet Financial Management, LLC | 0.47% | Reduce -3.3% | 13,114 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 13,067 | $3.7M |
| MSH Capital Advisors LLC | 1.06% | Reduce -2.3% | 12,902 | $3.7M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.4% | 12,876 | $3.7M |
| Steph & Co. | 1.17% | Add +195.9% | 12,652 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.85% | Reduce -0.3% | 12,606 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +26.3% | 12,505 | $3.6M |
| Mutual Advisors, LLC | 0.09% | Add +0.3% | 12,114 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.58% | Add +5.7% | 12,432 | $3.5M |
| CW Advisors, LLC | 0.03% | Add +25.1% | 12,276 | $3.5M |
| SageView Advisory Group, LLC | 0.13% | Reduce -34.1% | 11,819 | $3.5M |
| Founders Grove Wealth Partners, LLC | 0.85% | Add +7.7% | 11,973 | $3.4M |
| Ballentine Partners, LLC | 0.05% | Reduce -1.2% | 11,904 | $3.4M |
| Moody National Bank Trust Division | 0.31% | Reduce -1.6% | 11,849 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Reduce -13.1% | 11,706 | $3.3M |
| Brighton Jones LLC | 0.09% | Add +0.8% | 11,602 | $3.3M |
| CHURCHILL MANAGEMENT Corp | 0.04% | New | 11,590 | $3.3M |
| Wealth Alliance, LLC | 0.37% | Add +8.8% | 11,527 | $3.3M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -2.1% | 11,455 | $3.3M |
| Wedmont Private Capital | 0.14% | Add +5.5% | 11,308 | $3.2M |
| SilverOak Wealth Management LLC | 0.60% | Reduce -1.0% | 11,300 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.2% | 11,264 | $3.2M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.2% | 10,866 | $3.2M |
| Sterling Financial Planning, Inc. | 1.05% | Add +15.5% | 11,023 | $3.1M |
| Patriot Investment Management Group, Inc. | 0.22% | No change | 10,972 | $3.1M |
| WealthShield Partners, LLC | 0.38% | Reduce -4.3% | 10,928 | $3.1M |
| SOL Capital Management CO | 0.30% | No change | 10,807 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.25% | Add +0.1% | 10,743 | $3.1M |
| Tsfg, LLC | 0.55% | Reduce -4.2% | 10,736 | $3.1M |
| Sound Income Strategies, LLC | 0.17% | Add +180.1% | 10,539 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.9% | 10,440 | $3.0M |
| Victory Financial Group, LLC | 0.47% | Add +2.4% | 10,408 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 10,402 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.36% | Add +0.2% | 10,303 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +10.4% | 10,276 | $2.9M |
| KPP Advisory Services LLC | 0.48% | No change | 10,241 | $2.9M |
| IFG Advisory, LLC | 0.15% | Add +3.2% | 10,205 | $2.9M |
| Renaissance Technologies | 0.00% | Add +343.5% | 10,200 | $2.9M |
| Cooksen Wealth, LLC | 2.33% | Reduce -5.8% | 10,176 | $2.9M |
| Principal Securities, Inc. | 0.05% | Add +30.3% | 10,101 | $2.9M |
| Mustard Seed Financial, LLC | 2.06% | Add +8.5% | 10,058 | $2.9M |
| Choreo, LLC | 0.04% | Add +2.5% | 9,993 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -2.9% | 9,989 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -6.3% | 9,906 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -7.3% | 9,714 | $2.8M |
| Tme Financial, Inc. | 2.22% | Add +978.9% | 9,667 | $2.7M |
| CJM Wealth Advisers, Ltd. | 0.91% | Reduce -2.2% | 9,614 | $2.7M |
| Intergy Private Wealth, LLC | 0.93% | Reduce -0.1% | 9,564 | $2.7M |
| Prospera Financial Services Inc | 0.05% | Add +2.1% | 9,518 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +175.4% | 9,481 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +366.8% | 9,461 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 2.00% | Add +0.2% | 9,427 | $2.7M |
| Tower View Wealth Management LLC | 1.39% | New | 9,409 | $2.7M |
| Werba Rubin Papier Wealth Management | 0.50% | Add +3.5% | 9,388 | $2.7M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -18.7% | 9,229 | $2.6M |
| Inspirion Wealth Advisors, LLC | 0.35% | Add +4.0% | 9,221 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.1% | 9,204 | $2.6M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -5.7% | 9,192 | $2.6M |
| Magnus Financial Group LLC | 0.23% | Reduce -0.5% | 9,119 | $2.6M |
| Weinberger Asset Management, Inc | 1.00% | Reduce -0.8% | 9,098 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +5.5% | 9,095 | $2.6M |
| Sawgrass Asset Management LLC | 0.29% | Reduce -0.9% | 9,042 | $2.6M |
| Meridian Financial Advisors, LLC | 1.65% | Add +0.4% | 8,988 | $2.6M |
| GC Wealth Management RIA, LLC | 0.21% | Reduce -1.8% | 8,964 | $2.5M |
| Talon Private Wealth, LLC | 0.35% | Add +9.6% | 8,918 | $2.5M |
| Redwood Investment Management, LLC | 0.26% | Add +27.0% | 8,755 | $2.5M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -0.5% | 8,736 | $2.5M |
| Stuart Investment Advisors, Inc. | 1.27% | Reduce -1.5% | 8,692 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +14.4% | 8,661 | $2.5M |
| ERn Financial, LLC | 0.51% | Reduce -1.4% | 8,540 | $2.4M |
| Fidelis Capital Partners, LLC | 0.22% | Add +28.1% | 8,389 | $2.4M |
| Insight Advisors, LLC/ PA | 0.39% | Reduce -0.5% | 8,481 | $2.4M |
| Wells Trecaso Financial Group, LLC | 0.74% | Reduce -0.7% | 8,480 | $2.4M |
| Venture Visionary Partners LLC | 0.09% | Add +4.2% | 8,445 | $2.4M |
| Causey Wealth LLC | 1.23% | Reduce -2.1% | 8,440 | $2.4M |
| Simmons Bank | 0.17% | Reduce -9.1% | 8,244 | $2.3M |
| Visionary Wealth Advisors | 0.12% | Add +3.6% | 8,141 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -50.8% | 7,975 | $2.3M |
| Center For Asset Management LLC | 1.39% | Add +32.6% | 8,866 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 7,915 | $2.3M |
| ProVise Management Group, LLC | 0.18% | Add +0.1% | 7,915 | $2.3M |
| My Legacy Advisors, LLC | 0.80% | Reduce -17.5% | 7,867 | $2.2M |
| Americana Partners, LLC | 0.08% | No change | 7,755 | $2.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +36.1% | 7,751 | $2.2M |
| GTS Securities LLC | 0.10% | Add +193.6% | 7,742 | $2.2M |
| Vanguard Group Inc. | 0.00% | No change | 7,741 | $2.2M |
| Colonial Trust Co / SC | 0.32% | Add +1.1% | 7,701 | $2.2M |
| Sovran Advisors, LLC | 0.23% | Add +66.5% | 7,693 | $2.2M |
| Joel Isaacson & Co., LLC | 0.09% | Add +5.1% | 7,568 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +6.0% | 7,354 | $2.1M |
| Wambolt & Associates, LLC | 0.72% | Reduce -2.4% | 7,511 | $2.1M |
| Owen LaRue, LLC | 0.90% | Add +153.3% | 7,459 | $2.1M |
| Silver Lake Advisory, LLC | 0.90% | Reduce -3.3% | 7,449 | $2.1M |
| Richard P Slaughter Associates Inc | 0.43% | Reduce -31.1% | 7,381 | $2.1M |
| Uptick Partners, LLC | 0.60% | Add +0.6% | 7,374 | $2.1M |
| Base Wealth Management LLC | 1.34% | Add +14.8% | 7,345 | $2.1M |
| Asset Allocation & Management Company, LLC | 0.97% | No change | 7,329 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 7,312 | $2.1M |
| Stevens Capital Partners | 0.74% | Add +24.4% | 7,169 | $2.1M |
| NBT Bank, N.A. | 0.14% | Reduce -2.2% | 7,242 | $2.1M |
| Creative Financial Designs Inc. | 0.15% | Add +14.6% | 7,176 | $2.0M |
| Fee-Only Financial Planning, L.C. | 1.26% | Reduce -0.1% | 7,150 | $2.0M |
| Lowery Thomas, LLC | 1.29% | Reduce -4.3% | 7,097 | $2.0M |
| Quadrant Capital Group LLC | 0.07% | Reduce -2.5% | 7,023 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.0% | 7,017 | $2.0M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -0.5% | 6,980 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +17.4% | 6,975 | $2.0M |
| Alpine Bank Wealth Management | 0.30% | Add +2.9% | 6,952 | $2.0M |
| Fortis Capital Advisors, LLC | 0.35% | Reduce -12.0% | 6,881 | $2.0M |
| Leading Edge Financial Planning LLC | 0.54% | New | 6,853 | $1.9M |
| Institute for Wealth Management, LLC. | 0.22% | Add +53.5% | 6,796 | $1.9M |
| Plante Moran Financial Advisors, LLC | 0.14% | Add +288.1% | 6,787 | $1.9M |
| Sand Hill Global Advisors, LLC | 0.07% | Add +4.0% | 6,691 | $1.9M |
| Washington Trust Advisors, Inc. | 0.15% | Add +3.1% | 6,675 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -30.4% | 6,647 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +10.9% | 6,611 | $1.9M |
| Mascagni Wealth Management, Inc. | 1.58% | Reduce -1.8% | 6,542 | $1.9M |
| J Hagan Capital, Inc. | 1.24% | Reduce -36.6% | 6,389 | $1.8M |
| Mainstream Capital Management LLC | 1.33% | Reduce -0.5% | 6,431 | $1.8M |
| Next Capital Management LLC | 0.68% | No change | 6,430 | $1.8M |
| Quadrant Private Wealth Management, LLC | 0.38% | Add +3.0% | 6,416 | $1.8M |
| First American Trust, FSB | 0.14% | Reduce -9.7% | 6,371 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.4% | 6,363 | $1.8M |
| MJT & Associates Financial Advisory Group, Inc. | 2.24% | Reduce -0.1% | 6,360 | $1.8M |
| Envision Financial Planning, LLC | 0.85% | Reduce -0.0% | 6,354 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.23% | Reduce -10.1% | 6,335 | $1.8M |
| Family Manage LLC | 0.27% | Reduce -8.3% | 6,282 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -11.9% | 6,275 | $1.8M |
| Falcon Wealth Planning | 0.18% | Reduce -21.3% | 6,248 | $1.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.33% | Add +7.8% | 6,239 | $1.8M |
| Croban | 1.51% | Add +4.5% | 6,235 | $1.8M |
| Frisch Financial Group, Inc. | 0.43% | Reduce -1.5% | 6,202 | $1.8M |
| Berkshire Money Management, Inc. | 0.19% | No change | 6,200 | $1.8M |
| Brady Martz Wealth Solutions, LLC | 0.34% | Reduce -5.0% | 6,162 | $1.8M |
| Csenge Advisory Group | 0.09% | Reduce -48.0% | 6,513 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +7.4% | 6,123 | $1.7M |
| City Holding Co. | 0.23% | Reduce -2.9% | 6,100 | $1.7M |
| Cherrydale Wealth Management, LLC | 0.59% | Add +23.4% | 6,001 | $1.7M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -0.2% | 5,960 | $1.7M |
| World Equity Group, Inc. | 0.46% | Reduce -43.8% | 5,946 | $1.7M |
| Busey Bank | 0.05% | Add +17.1% | 5,844 | $1.7M |
| Mathes Company, Inc. | 0.62% | No change | 5,820 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -7.9% | 5,781 | $1.6M |
| Valley National Advisers Inc. | 0.27% | Add +2.2% | 5,775 | $1.6M |
| Community Financial Services Group, LLC | 0.33% | Reduce -16.1% | 5,759 | $1.6M |
| Arkadios Wealth Advisors | 0.05% | Add +8.0% | 5,758 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -6.5% | 5,744 | $1.6M |
| Geneva Partners, LLC | 0.64% | Add +0.4% | 5,709 | $1.6M |
| Smith Anglin Financial, LLC | 0.15% | No change | 5,682 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -10.2% | 5,654 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +2.8% | 5,617 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 5,613 | $1.6M |
| Ameriflex Group, Inc. | 0.84% | Add +1.5% | 5,698 | $1.6M |
| Net Worth Advisory Group | 0.35% | Add +168.6% | 5,526 | $1.6M |
| Hilltop National Bank | 0.41% | — | 5,492 | $1.6M |
| Northeast Financial Consultants Inc | 0.06% | No change | 5,489 | $1.6M |
| Lionshead Wealth Management, LLC | 1.42% | Reduce -57.8% | 5,395 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.15% | New | 5,398 | $1.5M |
| Cozad Asset Management Inc. | 0.13% | Add +0.4% | 5,340 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -5.4% | 5,338 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +5.0% | 5,324 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +148.6% | 5,320 | $1.5M |
| Royal Fund Management, LLC | 0.16% | Reduce -5.5% | 5,282 | $1.5M |
| LifeWealth Investments, LLC | 0.54% | Add +29.7% | 5,225 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.37% | — | 5,206 | $1.5M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -11.6% | 5,181 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.7% | 5,178 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -5.2% | 5,168 | $1.5M |
| Baldwin Investment Management, LLC | 0.18% | No change | 5,150 | $1.5M |
| Bank of Hawaii | 0.08% | Add +11.9% | 5,117 | $1.5M |
| Colonial Trust Advisors | 0.12% | Reduce -3.9% | 5,102 | $1.5M |
| Keybank National Association | 0.01% | Add +0.7% | 5,028 | $1.4M |
| FC Advisory LLC | 0.44% | Add +1.6% | 5,021 | $1.4M |
| LeConte Wealth Management, LLC | 0.96% | Add +8.7% | 5,001 | $1.4M |
| Alexander Labrunerie & Co., Inc. | 0.58% | Reduce -87.0% | 4,943 | $1.4M |
| Wood Tarver Financial Group, LLC | 0.42% | Add +0.1% | 4,940 | $1.4M |
| Cornerstone Advisory, LLC | 0.15% | Add +0.8% | 4,918 | $1.4M |
| OneAscent Financial Services LLC | 0.10% | Reduce -46.1% | 4,915 | $1.4M |
| Dentgroup LLC | 0.96% | Add +0.4% | 4,873 | $1.4M |
| Nalls Sherbakoff Group, LLC | 0.99% | Add +14.6% | 4,797 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.96% | Reduce -0.2% | 4,777 | $1.4M |
| Founders Financial Securities LLC | 0.10% | Reduce -14.4% | 4,770 | $1.4M |
| TPG Financial Advisors, LLC | 0.54% | Reduce -9.0% | 4,730 | $1.3M |
| Nicolet Advisory Services, LLC | 0.11% | Reduce -2.9% | 4,682 | $1.3M |
| Evergreen Wealth Management, LLC | 0.75% | Reduce -2.4% | 4,679 | $1.3M |
| Custos Family Office, LLC | 0.42% | No change | 4,635 | $1.3M |
| Congress Asset Management Co. | 0.01% | Add +88.0% | 4,625 | $1.3M |
| Consolidated Portfolio Review Corp | 0.18% | Reduce -1.0% | 4,623 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.16% | New | 4,623 | $1.3M |
| Collective Family Office LLC | 0.34% | Reduce -8.3% | 4,614 | $1.3M |
| Principle Wealth Partners LLC | 0.08% | New | 4,591 | $1.3M |
| Verus Capital Partners, LLC | 0.12% | Reduce -1.3% | 4,584 | $1.3M |
| Michels Family Financial, LLC | 1.11% | Add +2.2% | 4,577 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.0% | 4,532 | $1.3M |
| Fairscale Capital, LLC | 0.93% | Reduce -1.8% | 4,399 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.41% | New | 4,487 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 4,430 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -0.4% | 4,430 | $1.3M |
| Manchester Capital Management LLC | 0.16% | Reduce -68.4% | 4,407 | $1.3M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -12.0% | 4,381 | $1.2M |
| Graypoint LLC | 0.07% | Reduce -0.1% | 4,339 | $1.2M |
| St. Louis Trust Co | 0.16% | Add +19.2% | 4,289 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -8.0% | 4,263 | $1.2M |
| Transatlantique Private Wealth LLC | 0.44% | Add +6.6% | 4,252 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.41% | Add +22.3% | 4,232 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -1.2% | 4,137 | $1.2M |
| Warner Financial, Inc. | 0.48% | Add +0.1% | 4,102 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +3.8% | 4,063 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | New | 4,042 | $1.1M |
| Integrated Investment Consultants, LLC | 0.22% | Reduce -1.1% | 4,022 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.12% | No change | 4,005 | $1.1M |
| Beacon Financial Planning, Inc. | 0.63% | No change | 3,990 | $1.1M |
| Capital Squared Financial LLC | 1.31% | — | 3,943 | $1.1M |
| Sierra Capital LLC | 0.13% | Reduce -28.4% | 3,924 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.27% | Add +2.1% | 3,918 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +3.9% | 3,889 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.71% | No change | 3,888 | $1.1M |
| Silverlake Wealth Management LLC | 0.32% | Add +11.2% | 3,845 | $1.1M |
| JNBA Financial Advisors | 0.11% | Reduce -0.1% | 3,842 | $1.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Reduce -0.8% | 3,842 | $1.1M |
| XML Financial, LLC | 0.09% | Add +2.2% | 3,842 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +32.5% | 3,832 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.10% | No change | 3,831 | $1.1M |
| Finward Bancorp | 0.86% | Add +0.3% | 3,825 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -2.4% | 3,814 | $1.1M |
| BKM Wealth Management, LLC | 0.42% | Add +1.8% | 3,821 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +35.9% | 3,820 | $1.1M |
| GWN Securities Inc. | 0.20% | Add +32.5% | 3,756 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -35.1% | 3,774 | $1.1M |
| First PREMIER Bank | 0.26% | Add +31.5% | 3,761 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Add +14.4% | 3,751 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +3.5% | 3,682 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.12% | Reduce -12.0% | 3,676 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 3,651 | $1.0M |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -50.5% | 3,636 | $1.0M |
| Zions Bancorporation, National Association | 0.06% | Reduce -0.9% | 3,632 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -12.9% | 3,632 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.4% | 3,619 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +2.5% | 3,611 | $1.0M |
| SC&H Financial Advisors, Inc. | 0.17% | No change | 3,571 | $1.0M |
| Flagstar Securities, Inc. | 0.28% | Reduce -8.2% | 3,561 | $1.0M |
| Norden Group LLC | 0.11% | Reduce -48.9% | 3,548 | $1.0M |
| Wick Capital Partners, LLC | 0.26% | Add +601.7% | 22,119 | $1.0M |
| Oakworth Capital, Inc. | 0.06% | No change | 3,475 | $988K |
| Oxinas Partners, LLC | 0.50% | New | 3,428 | $975K |
| Legacy Financial Group LLC | 0.14% | No change | 3,410 | $970K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.8% | 3,381 | $962K |
| Sowell Financial Services LLC | 0.04% | Add +2.3% | 3,379 | $961K |
| McNamara Financial Services, Inc. | 0.19% | Add +18.8% | 3,374 | $960K |
| Exchange Traded Concepts, LLC | 0.01% | New | 3,360 | $956K |
| Certified Advisory Corp | 0.10% | Add +7.4% | 3,348 | $952K |
| Moller Wealth Partners | 0.21% | Reduce -2.1% | 3,336 | $949K |
| Revolve Wealth Partners, LLC | 0.12% | Add +23.5% | 3,330 | $947K |
| First Financial Bank - Trust Division | 0.08% | No change | 3,328 | $946K |
| FFT Wealth Management LLC | 0.19% | No change | 3,287 | $946K |
| Atlantic Union Bankshares Corp | 0.02% | Add +12.2% | 3,320 | $944K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $939K |
| Plancorp, LLC | 0.03% | Reduce -5.3% | 3,264 | $928K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -32.7% | 3,287 | $928K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +7.4% | 3,262 | $928K |
| FDx Advisors, Inc. | 0.28% | Reduce -3.6% | 3,219 | $915K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +33.5% | 3,188 | $907K |
| Sterling Investment Counsel, LLC | 0.53% | Reduce -45.0% | 3,178 | $904K |
| Calamos Wealth Management LLC | 0.04% | No change | 3,170 | $902K |
| Spire Wealth Management | 0.03% | Reduce -10.9% | 3,155 | $897K |
| CreativeOne Wealth, LLC | 0.02% | Add +19.2% | 3,148 | $895K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -11.1% | 3,121 | $889K |
| Wrapmanager Inc. | 0.21% | Add +3.7% | 3,092 | $879K |
| Ritholtz Wealth Management | 0.02% | Reduce -1.9% | 3,072 | $874K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.2% | 3,055 | $870K |
| Gryphon Financial Partners LLC | 0.11% | No change | 3,052 | $868K |
| Burns Matteson Capital Management, LLC | 0.42% | Reduce -2.8% | 3,033 | $863K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -24.2% | 3,032 | $862K |
| Maridea Wealth Management LLC | 0.22% | New | 3,020 | $859K |
| Strategic Financial Partners, Ltd. | 0.40% | Reduce -2.5% | 3,010 | $856K |
| Wealth Preservation Advisors, LLC | 0.53% | Add +1.1% | 2,996 | $852K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,980 | $847K |
| Savvy Advisors, Inc. | 0.06% | Add +58.3% | 2,962 | $842K |
| Richmond Investment Services, LLC | 0.18% | Add +91.7% | 2,938 | $835K |
| Compass Capital Corp. /Ma/ | 0.39% | Reduce -28.3% | 2,910 | $829K |
| Cardiff Park Advisors, LLC | 0.07% | No change | 2,912 | $828K |
| Carnegie Investment Counsel | 0.02% | Reduce -23.6% | 2,909 | $827K |
| Paulson Wealth Management Inc. | 0.21% | Reduce -4.5% | 2,900 | $825K |
| Bessemer Group Inc. | 0.00% | No change | 2,880 | $819K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 2,874 | $817K |
| National Bank of Canada | 0.00% | Reduce -10.1% | 2,859 | $813K |
| Waterfront Wealth Inc. | 0.18% | Add +0.1% | 2,835 | $806K |
| Founders Financial Alliance, LLC | 0.18% | No change | 2,833 | $806K |
| Ridgewood Investments LLC | 0.35% | Reduce -4.4% | 2,811 | $799K |
| Independent Wealth Network Inc. | 0.29% | Add +0.4% | 2,806 | $798K |
| Roman Butler Fullerton & Co. | 0.23% | Reduce -0.3% | 2,714 | $795K |
| Avalon Capital Management | 0.21% | New | 2,779 | $790K |
| Aviso Wealth Management | 0.37% | No change | 2,777 | $790K |
| Kanawha Capital Management LLC | 0.06% | No change | 2,767 | $787K |
| Bridgewater Advisors Inc. | 0.06% | No change | 2,676 | $782K |
| Wesbanco Bank Inc. | 0.02% | Reduce -3.7% | 2,729 | $776K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.3% | 2,723 | $774K |
| Sepio Capital, LP | 0.06% | Reduce -13.6% | 2,722 | $774K |
| Bernardo Wealth Planning LLC | 0.17% | No change | 2,720 | $774K |
| Arete Wealth Advisors, LLC | 0.05% | Add +4.3% | 2,696 | $767K |
| Prossimo Advisors, LLC | 0.61% | Reduce -53.0% | 2,670 | $759K |
| Enclave Advisors LLC | 0.12% | No change | 2,656 | $755K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +5.3% | 2,645 | $752K |
| Washington Trust Bank | 0.06% | Reduce -27.4% | 2,618 | $745K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +4.8% | 2,601 | $740K |
| Balboa Wealth Partners | 0.15% | Add +103.3% | 2,594 | $738K |
| Horizon Bancorp Inc. | 0.37% | Add +0.7% | 2,592 | $737K |
| Friday Financial | 0.37% | Add +28.8% | 2,559 | $728K |
| Bouvel Investment Partners, LLC | 0.25% | Reduce -82.3% | 2,548 | $725K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,544 | $723K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -30.5% | 2,513 | $715K |
| Sapient Capital LLC | 0.01% | New | 2,500 | $711K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 2,500 | $711K |
| Pinion Investment Advisors, LLC | 0.24% | Add +1.4% | 2,480 | $705K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | No change | 2,480 | $705K |
| Accel Wealth Management | 0.23% | Reduce -6.6% | 2,475 | $704K |
| Bridgewealth Advisory Group, LLC | 0.18% | New | 2,467 | $702K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -2.2% | 2,466 | $701K |
| Rosenblum Silverman Sutton S F Inc. | 0.17% | Reduce -0.4% | 2,465 | $701K |
| BCS Wealth Management | 0.15% | No change | 2,447 | $696K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -21.6% | 2,414 | $686K |
| Ironwood Financial, llc | 0.15% | No change | 2,805 | $686K |
| Gotham Asset Management | 0.00% | Add +32.7% | 2,411 | $686K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $683K |
| Aspiriant, LLC | 0.02% | No change | 2,398 | $682K |
| Vance Wealth, LLC | 0.23% | New | 2,393 | $681K |
| Evolution Advisers, Inc. | 0.33% | No change | 2,389 | $680K |
| Vise Technologies, Inc. | 0.03% | — | 2,372 | $675K |
| Bank of Marin | 0.51% | New | 2,367 | $673K |
| Strategic Financial Services, Inc. | 0.04% | Reduce -5.0% | 2,362 | $672K |
| Tudor Financial Inc. | 0.38% | Reduce -27.0% | 2,355 | $670K |
| One Capital Management, LLC | 0.02% | Add +10.4% | 2,354 | $669K |
| Tyche Wealth Partners LLC | 0.13% | No change | 2,309 | $657K |
| Resurgent Financial Advisors LLC | 0.36% | Reduce -6.4% | 2,280 | $648K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $642K |
| First Trust Advisors LP | 0.00% | Reduce -5.6% | 2,229 | $634K |
| AdvisorNet Financial, Inc | 0.04% | No change | 2,226 | $633K |
| Parallel Advisors, LLC | 0.01% | Add +73.7% | 2,215 | $630K |
| ORG Partners LLC | 0.14% | New | 2,219 | $629K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,202 | $626K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -15.4% | 2,202 | $626K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +0.4% | 2,200 | $626K |
| Advisors Capital Management, LLC | 0.01% | Add +109.3% | 2,200 | $626K |
| SteelPeak Wealth, LLC | 0.02% | No change | 2,176 | $620K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.6% | 2,165 | $616K |
| Trilogy Capital Inc. | 0.03% | Add +12.8% | 2,164 | $616K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -14.6% | 2,153 | $612K |
| Keystone Financial Services, LLC | 0.46% | Reduce -3.1% | 2,138 | $608K |
| Petix & Botte Co | 0.15% | No change | 2,136 | $607K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 2,132 | $606K |
| Powell Investment Advisors, LLC | 0.23% | No change | 2,109 | $601K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,104 | $598K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 2,103 | $598K |
| Ewa, LLC | 0.19% | Reduce -3.9% | 2,100 | $597K |
| Spirepoint Private Client, LLC | 0.07% | No change | 2,098 | $597K |
| WP Advisors, LLC | 0.16% | No change | 2,097 | $596K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 2,093 | $595K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 2,084 | $593K |
| Legacy Capital Wealth Partners, LLC | 0.13% | No change | 2,083 | $592K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 2,077 | $591K |
| Capital Analysts, LLC | 0.02% | New | 2,073 | $590K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -69.9% | 2,072 | $589K |
| AQR Capital Management | 0.00% | Add +27.9% | 2,071 | $589K |
| Novak & Powell Financial Services, Inc. | 0.41% | Reduce -61.5% | 2,062 | $586K |
| Horizon Investments, LLC | 0.01% | Add +17.1% | 2,050 | $583K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 2,039 | $580K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +9.8% | 2,038 | $580K |
| Anchor Investment Management, LLC | 0.05% | Add +3.5% | 2,035 | $579K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 2,030 | $577K |
| Nova Wealth Management, Inc. | 0.42% | New | 2,021 | $575K |
| NorthRock Partners, LLC | 0.01% | No change | 2,007 | $572K |
| Signal Advisors Wealth, LLC | 0.04% | Add +4.4% | 2,004 | $570K |
| Davis R M Inc. | 0.01% | No change | 1,984 | $564K |
| DDFG, Inc | 0.14% | Reduce -0.1% | 1,981 | $563K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -19.8% | 1,980 | $563K |
| Stratos Investment Management, LLC | 0.03% | Add +69.8% | 1,964 | $559K |
| Willner & Heller, LLC | 0.47% | No change | 1,963 | $558K |
| Bishop & Co Investment Management, LLC | 0.20% | Add +49.2% | 1,952 | $555K |
| Milestone Investment Advisors LLC | 0.14% | Reduce -9.2% | 1,948 | $554K |
| Apollon Financial, LLC | 0.12% | No change | 1,947 | $554K |
| Medallion Wealth Advisors, LLC | 0.21% | Reduce -2.1% | 1,937 | $551K |
| Triton Wealth Management, PLLC | 0.23% | — | 1,881 | $546K |
| HUB Investment Partners, LLC | 0.02% | No change | 1,914 | $544K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -76.5% | 1,907 | $542K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -4.2% | 1,895 | $539K |
| Old North State Wealth Management, LLC | 0.28% | Add +11.6% | 1,863 | $531K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -35.4% | 1,866 | $531K |
| F/m Investments LLC | 0.02% | Reduce -9.7% | 1,862 | $530K |
| Ledyard National Bank | 0.05% | Reduce -12.0% | 1,858 | $528K |
| Sovereign Financial Group, Inc. | 0.11% | Add +0.5% | 1,855 | $528K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 1,854 | $527K |
| Integrated Advisors Network LLC | 0.02% | Add +1.1% | 1,852 | $527K |
| Wealthspan Partners, LLC | 0.22% | No change | 1,847 | $525K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,840 | $523K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -1.6% | 1,825 | $519K |
| Financial Freedom, LLC | 0.28% | Reduce -6.0% | 1,819 | $517K |
| StoneX Group Inc. | 0.03% | Reduce -24.1% | 1,805 | $514K |
| Archford Capital Strategies, LLC | 0.07% | No change | 1,804 | $513K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $507K |
| Passive Capital Management, LLC. | 0.16% | No change | 1,789 | $506K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.23% | Add +16.8% | 1,767 | $502K |
| Curi Capital, LLC | 0.01% | New | 1,764 | $502K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -6.9% | 1,766 | $502K |
| Morton Brown Family Wealth, LLC | 0.15% | Reduce -9.0% | 1,757 | $500K |
| Kennicott Capital Management LLC | 0.28% | No change | 1,739 | $495K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Add +32.9% | 1,738 | $494K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.6% | 1,731 | $492K |
| Dearborn Partners LLC | 0.02% | Reduce -7.7% | 1,711 | $487K |
| Smith Asset Management Co., LLC | 0.42% | Add +58.3% | 1,692 | $481K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -14.0% | 1,688 | $480K |
| SGL Investment Advisors, Inc. | 0.23% | Add +5.0% | 1,676 | $477K |
| Everstar Asset Management, LLC | 0.29% | No change | 1,670 | $475K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 1,658 | $471K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,651 | $470K |
| Private Trust Co. NA | 0.04% | Add +23.6% | 1,650 | $469K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -13.1% | 1,643 | $467K |
| GEN Financial Management, INC. | 0.38% | Reduce -13.2% | 1,640 | $466K |
| Quantinno Capital Management LP | 0.00% | New | 1,630 | $464K |
| Blalock Williams, LLC | 0.46% | Reduce -3.9% | 1,630 | $464K |
| Secure Asset Management, LLC | 0.09% | Reduce -6.6% | 1,622 | $461K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | No change | 1,615 | $459K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -22.7% | 1,610 | $458K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,608 | $457K |
| Florida Financial Advisors, LLC | 0.11% | Add +18.0% | 1,603 | $456K |
| Pacific Sun Financial Corp | 0.24% | No change | 1,590 | $452K |
| Centaurus Financial, Inc. | 0.03% | Reduce -25.4% | 1,584 | $450K |
| RFG Advisory, LLC | 0.01% | Reduce -34.7% | 1,578 | $449K |
| Beacon Financial Group | 0.05% | Reduce -0.4% | 1,566 | $445K |
| Empower Advisory Group, LLC | 0.00% | Add +11.3% | 1,560 | $444K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.3% | 1,544 | $439K |
| North Star Asset Management Inc. | 0.02% | Reduce -0.9% | 1,544 | $439K |
| 49 Wealth Management, LLC | 0.05% | New | 1,542 | $439K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -6.8% | 1,509 | $429K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 1,506 | $428K |
| Von Berge Wealth Management Group, LLC | 0.24% | Reduce -2.2% | 1,489 | $428K |
| Creekside Partners | 0.20% | No change | 1,505 | $428K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 1,500 | $427K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,500 | $427K |
| Obsidian Personal Planning Solutions LLC | 0.17% | No change | 1,494 | $425K |
| Amara Financial, Llc. | 0.37% | Reduce -0.4% | 1,474 | $419K |
| Madison Park Capital Advisors, LLC | 0.35% | No change | 1,474 | $419K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 1,452 | $413K |
| FSA Wealth Management LLC | 0.16% | No change | 2,502 | $411K |
| Copia Wealth Management | 0.35% | No change | 1,444 | $411K |
| D. E. Shaw & Co. | 0.00% | No change | 1,424 | $405K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.6% | 1,423 | $405K |
| Essex Financial Services, Inc. | 0.03% | Add +5.9% | 1,422 | $404K |
| JFS Wealth Advisors, LLC | 0.03% | Add +15.2% | 1,393 | $396K |
| Fisher Asset Management | 0.00% | New | 1,380 | $392K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -4.4% | 1,379 | $392K |
| Partners in Financial Planning | 0.07% | No change | 1,378 | $392K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 1,373 | $390K |
| Whittier Trust Co. | 0.00% | No change | 1,366 | $388K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -5.0% | 1,365 | $388K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | No change | 1,363 | $388K |
| Financial Advocates Investment Management | 0.03% | Reduce -69.4% | 1,363 | $388K |
| Prosperity Wealth Management, Inc. | 0.14% | New | 1,359 | $387K |
| Wells Financial Advisors INC | 0.53% | No change | 1,356 | $386K |
| Liberty Square Wealth Partners LLC | 0.13% | Reduce -30.1% | 1,356 | $386K |
| HSBC Holdings PLC | 0.00% | Reduce -8.9% | 1,355 | $385K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +28.9% | 1,340 | $381K |
| Haverford Trust Co | 0.00% | No change | 1,339 | $381K |
| BLB&B Advisors, LLC | 0.02% | Reduce -14.7% | 1,319 | $375K |
| Larson Financial Group LLC | 0.01% | Add +93.1% | 1,315 | $374K |
| TD Private Client Wealth LLC | 0.01% | Reduce -15.5% | 1,312 | $373K |
| Silver Coast Investments LLC | 0.14% | Add +0.9% | 1,311 | $373K |
| Klingman & Associates, LLC | 0.02% | Reduce -4.0% | 1,305 | $371K |
| Snider Financial Group | 0.11% | Add +0.8% | 1,303 | $371K |
| Lodestone Wealth Management LLC | 0.18% | Add +16.8% | 1,295 | $368K |
| Mission Wealth Management, LP | 0.01% | No change | 1,290 | $367K |
| Willow Creek Wealth Management Inc. | 0.03% | New | 1,286 | $366K |
| Duncan Williams Asset Management, LLC | 0.12% | No change | 1,281 | $364K |
| Wedbush Securities Inc. | 0.01% | New | 1,275 | $363K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $363K |
| Keyvantage Wealth, LLC | 0.16% | No change | 1,260 | $358K |
| QRG Capital Management, Inc. | 0.00% | Reduce -13.4% | 1,258 | $358K |
| Chapin Davis, Inc. | 0.10% | No change | 1,251 | $356K |
| Tectonic Advisors LLC | 0.02% | Add +32.5% | 1,249 | $355K |
| Asset Dedication, LLC | 0.03% | No change | 1,238 | $352K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -4.4% | 1,236 | $352K |
| Sterling Capital Management LLC | 0.01% | No change | 1,235 | $351K |
| Silver Oak Securities, Incorporated | 0.03% | Add +21.9% | 1,232 | $350K |
| Meriwether Wealth & Planning, LLC | 0.22% | No change | 1,231 | $350K |
| MAS Advisors LLC | 0.57% | Reduce -7.4% | 1,223 | $348K |
| RFG Holdings, Inc. | 0.10% | Add +0.1% | 1,221 | $347K |
| New Hampshire Trust | 0.07% | No change | 1,212 | $345K |
| Caldwell Trust Co | 0.03% | Reduce -0.9% | 1,201 | $342K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 1,200 | $341K |
| Fiduciary Trust Co | 0.00% | Reduce -25.4% | 1,194 | $340K |
| American Trust | 0.03% | New | 1,192 | $339K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 1,190 | $338K |
| LWM Advisors Inc. | 0.38% | No change | 1,184 | $337K |
| CM Wealth Advisors LLC | 0.10% | No change | 1,177 | $335K |
| Howland Capital Management LLC | 0.01% | Reduce -11.3% | 1,175 | $335K |
| Russell Investments Group, Ltd. | 0.00% | Add +92.7% | 1,166 | $332K |
| Continuum Advisory, LLC | 0.04% | Reduce -36.3% | 1,165 | $331K |
| Balefire, LLC | 0.07% | New | 1,156 | $329K |
| MBL Wealth, LLC | 0.03% | Add +7.4% | 1,155 | $328K |
| Scott Capital Advisors, LLC | 0.09% | No change | 1,144 | $328K |
| Orleans Capital Management Corp. | 0.17% | New | 1,150 | $327K |
| LM Advisors LLC | 0.04% | No change | 1,150 | $327K |
| NWF Advisory Services Inc. | 0.04% | New | 1,145 | $326K |
| Ibex Wealth Advisors | 0.03% | New | 1,139 | $324K |
| Richardson Financial Services Inc. | 0.22% | Reduce -47.3% | 1,144 | $324K |
| Argent Advisors, Inc. | 0.10% | No change | 1,120 | $319K |
| Headland Capital, LLC | 0.10% | No change | 1,119 | $318K |
| GoalVest Advisory LLC | 0.08% | Add +115.6% | 1,117 | $318K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.9% | 1,116 | $317K |
| Gallacher Capital Management LLC | 0.15% | Add +0.1% | 1,112 | $316K |
| Patten Group, Inc. | 0.07% | New | 1,111 | $316K |
| Zhang Financial LLC | 0.01% | Reduce -0.8% | 1,111 | $316K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 1,105 | $314K |
| Bristlecone Advisors, LLC | 0.03% | Add +4682.6% | 1,100 | $313K |
| Compound Planning, Inc. | 0.01% | Reduce -31.8% | 1,090 | $310K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Reduce -4.4% | 1,086 | $309K |
| Wealthspire Retirement, LLC | 0.02% | Add +2.8% | 1,077 | $306K |
| New Insight Wealth Advisors | 0.13% | Reduce -11.1% | 1,069 | $304K |
| October Effect Ltd | 0.37% | — | 1,066 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.0% | 1,064 | $303K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,054 | $300K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -2.0% | 1,044 | $300K |
| PFG Investments, LLC | 0.02% | Add +9.3% | 1,042 | $296K |
| Samalin Investment Counsel, LLC | 0.11% | Add +7.9% | 1,039 | $296K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -3.1% | 1,019 | $295K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $294K |
| CPA Asset Management Group, LLC | 0.12% | No change | 1,032 | $293K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -2.9% | 1,027 | $292K |
| William Mack & Associates, Inc. | 0.19% | Add +16.5% | 1,026 | $292K |
| Redmond Asset Management, LLC | 0.07% | Reduce -3.5% | 1,013 | $288K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 1,010 | $287K |
| City State Bank | 0.09% | No change | 1,002 | $285K |
| M&T Bank Corp | 0.00% | Add +19.6% | 1,001 | $285K |
| S.A. Mason LLC | 0.14% | No change | 1,000 | $284K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 997 | $284K |
| Long Island Wealth Management, Inc. | 0.15% | New | 996 | $283K |
| Smith, Moore & Co. | 0.02% | No change | 991 | $282K |
| Fearless Solutions, LLC dba Best Invest | 0.20% | No change | 988 | $281K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +50.4% | 982 | $280K |
| Accredited Investors Inc. | 0.02% | No change | 982 | $279K |
| Garden State Investment Advisory Services LLC | 0.08% | New | 981 | $279K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $277K |
| Sicart Associates LLC | 0.10% | New | 965 | $274K |
| Yeomans Consulting Group, Inc. | 0.11% | Reduce -8.0% | 968 | $274K |
| Blackston Financial Advisory Group, LLC | 0.17% | Reduce -9.2% | 963 | $274K |
| Sound Financial Strategies Group, LLC | 0.23% | New | 960 | $273K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 960 | $273K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 955 | $272K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 949 | $270K |
| Evanson Asset Management, LLC | 0.02% | No change | 948 | $270K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $266K |
| Argentarii, LLC | 0.12% | New | 934 | $266K |
| BankPlus Trust Department | 0.08% | No change | 928 | $264K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 928 | $264K |
| Hilltop Holdings Inc. | 0.02% | Add +2.0% | 922 | $262K |
| Oldfather Financial Services, LLC | 0.09% | New | 921 | $262K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $261K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $261K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -30.9% | 915 | $260K |
| Strategic Blueprint, LLC | 0.01% | Reduce -46.7% | 913 | $260K |
| Welch Group, LLC | 0.01% | Add +10.1% | 903 | $257K |
| Element Wealth, LLC | 0.12% | No change | 901 | $256K |
| Synergy Asset Management, LLC | 0.03% | Reduce -19.1% | 900 | $256K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $256K |
| Mayfair Advisory Group, LLC | 0.12% | No change | 895 | $255K |
| Country Club Bank | 0.02% | No change | 900 | $254K |
| Key Financial Inc | 0.05% | Add +0.6% | 891 | $253K |
| Clarity Capital Advisors, LLC | 0.15% | New | 889 | $253K |
| Investment Advisory Group, LLC | 0.08% | No change | 885 | $252K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 884 | $251K |
| AMG National Trust Bank | 0.01% | Reduce -0.6% | 883 | $251K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.2% | 878 | $250K |
| Gen-Wealth Partners Inc | 0.10% | Add +3.7% | 874 | $249K |
| Choate Investment Advisors | 0.01% | New | 870 | $247K |
| Colony Family Offices, LLC | 0.06% | No change | 868 | $247K |
| Nicolet Bankshares Inc. | 0.04% | No change | 863 | $245K |
| Segment Wealth Management, LLC | 0.02% | Reduce -78.7% | 860 | $245K |
| Courier Capital LLC | 0.01% | Reduce -18.6% | 859 | $244K |
| VestGen Advisors, LLC | 0.01% | No change | 852 | $242K |
| Allred Capital Management, LLC | 0.09% | Reduce -32.0% | 849 | $241K |
| L2 Asset Management, LLC | 0.04% | New | 845 | $240K |
| Westbourne Investment Advisors, Inc. | 0.07% | No change | 841 | $239K |
| Elevatus Welath Management | 0.08% | Reduce -36.9% | 838 | $238K |
| CRA Financial Services, LLC | 0.04% | Reduce -4.8% | 837 | $238K |
| Syntax Research, Inc. | 0.17% | No change | 837 | $238K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -6.9% | 837 | $238K |
| Valmark Advisers, Inc. | 0.00% | No change | 830 | $236K |
| Root Financial Partners, LLC | 0.02% | New | 821 | $233K |
| Manske Wealth Management | 0.08% | New | 817 | $232K |
| SkyOak Wealth, LLC | 0.05% | New | 817 | $232K |
| Brio Consultants, LLC | 0.03% | Reduce -14.2% | 810 | $230K |
| Armor Investment Advisors, LLC | 0.09% | No change | 800 | $228K |
| Winthrop Advisory Group LLC | 0.02% | New | 797 | $227K |
| Crewe Advisors LLC | 0.03% | Add +76.3% | 797 | $227K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -5.9% | 797 | $227K |
| Park Place Capital Corp | 0.05% | New | 800 | $226K |
| Lee, Kelleher & Klein Wealth Management | 0.15% | New | 795 | $226K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -85.4% | 795 | $226K |
| Planned Solutions, Inc. | 0.09% | New | 793 | $226K |
| HBW Advisory Services LLC | 0.03% | Reduce -16.6% | 790 | $225K |
| Qube Research & Technologies Ltd | 0.00% | Add +348.3% | 789 | $224K |
| Aurora Private Wealth, Inc. | 0.17% | New | 789 | $224K |
| Brown Miller Wealth Management, LLC | 0.07% | New | 778 | $221K |
| United Advisor Group, LLC | 0.04% | New | 772 | $220K |
| Financial Perspectives, Inc | 0.07% | Reduce -5.2% | 770 | $219K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 767 | $218K |
| Griffin Asset Management, Inc. | 0.03% | New | 764 | $217K |
| Jacobi Capital Management LLC | 0.01% | New | 764 | $217K |
| Keystone Financial Group | 0.02% | Reduce -26.4% | 761 | $216K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 753 | $214K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 750 | $213K |
| Bank of New Hampshire | 0.05% | No change | 745 | $212K |
| Riversedge Advisors, LLC | 0.04% | New | 741 | $211K |
| Diversify Wealth Management, LLC | 0.01% | New | 733 | $210K |
| Forum Financial Management, LP | 0.00% | New | 738 | $210K |
| Gries Financial LLC | 0.04% | New | 735 | $209K |
| SWP Financial LLC | 0.11% | New | 734 | $209K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 732 | $208K |
| Garrison Point Advisors, LLC | 0.09% | Reduce -15.2% | 725 | $206K |
| NewSquare Capital LLC | 0.02% | Reduce -1.6% | 725 | $206K |
| Fulton Bank, N.A. | 0.01% | New | 724 | $206K |
| Prospera Capital Management, LLC | 0.11% | New | 723 | $206K |
| RKL Wealth Management LLC | 0.02% | New | 717 | $204K |
| First Citizens Bank & Trust Co. | 0.00% | New | 716 | $204K |
| Capital Investment Advisors, LLC | 0.00% | New | 714 | $203K |
| Cooper Financial Group | 0.02% | Reduce -16.8% | 712 | $202K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -16.8% | 712 | $202K |
| Agate Pass Investment Management, LLC | 0.08% | New | 709 | $202K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 700 | $199K |
| Signaturefd, LLC | 0.00% | Reduce -11.4% | 686 | $195K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -72.1% | 667 | $190K |
| Legacy Bridge, LLC | 0.09% | No change | 656 | $187K |
| CoreCap Advisors, LLC | 0.01% | Add +5.6% | 644 | $183K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $175K |
| LRI Investments, LLC | 0.01% | No change | 615 | $175K |
| Raffa Wealth Management, LLC | 0.03% | No change | 606 | $172K |
| Matrix Private Capital Group LLC | 0.10% | No change | 604 | $172K |
| Cordant, Inc. | 0.08% | No change | 604 | $172K |
| Holos Integrated Wealth LLC | 0.10% | No change | 597 | $170K |
| SouthState Bank Corp | 0.01% | Add +0.5% | 590 | $168K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -42.5% | 557 | $158K |
| BlackRock, Inc. | 0.00% | No change | 553 | $157K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 547 | $155K |
| Concord Wealth Partners | 0.02% | Add +252.0% | 528 | $150K |
| FWL Investment Management, LLC | 0.05% | No change | 518 | $147K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +0.2% | 513 | $146K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $144K |
| Orion Capital Management LLC | 0.05% | No change | 506 | $144K |
| Archer Investment Corp | 0.03% | Add +118.8% | 501 | $142K |
| Grove Bank & Trust | 0.02% | No change | 500 | $142K |
| Vermillion Wealth Management, Inc. | 0.07% | Reduce -1.0% | 485 | $138K |
| Hughes Financial Services, LLC | 0.02% | No change | 476 | $138K |
| Centricity Wealth Management, LLC | 0.11% | No change | 475 | $135K |
| Olistico Wealth, LLC | 0.07% | No change | 475 | $135K |
| Trust Co. of Toledo NA | 0.01% | New | 464 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | Add +48.8% | 445 | $127K |
| PrairieView Partners, LLC | 0.01% | Reduce -42.7% | 446 | $126K |
| Bangor Savings Bank | 0.01% | No change | 440 | $125K |
| Rialto Wealth Management, LLC | 0.03% | No change | 430 | $122K |
| Ascentis Wealth Management, LLC | 0.03% | New | 430 | $122K |
| Ogorek Anthony Joseph /NY/ | 0.04% | No change | 412 | $117K |
| Quest 10 Wealth Builders, Inc. | 0.11% | No change | 411 | $117K |
| Wagner Wealth Management, LLC | 0.03% | No change | 408 | $116K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 403 | $115K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 399 | $113K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 393 | $112K |
| MV Capital Management, Inc. | 0.01% | No change | 391 | $111K |
| Icon Wealth Advisors, LLC | 0.01% | New | 391 | $111K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 386 | $110K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $105K |
| Beacon Capital Management, LLC | 0.01% | Add +172.9% | 352 | $100K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $95K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +9.6% | 331 | $94K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $94K |
| Evermay Wealth Management LLC | 0.01% | No change | 316 | $90K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 295 | $84K |
| Creekmur Asset Management LLC | 0.01% | No change | 295 | $84K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 293 | $83K |
| St Germain D J Co. Inc. | 0.00% | No change | 284 | $81K |
| Strategic Wealth Investment Group, LLC | 0.11% | New | 278 | $79K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 275 | $78K |
| Atticus Wealth Management, LLC | 0.02% | No change | 272 | $77K |
| Horizon Financial Services, LLC | 0.04% | Reduce -12.4% | 269 | $77K |
| Johnson Financial Group, Inc. | 0.00% | Add +187.1% | 267 | $76K |
| 2UniFi Bank | 0.04% | Add +6.0% | 267 | $76K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -46.5% | 259 | $74K |
| Clean Yield Group | 0.02% | No change | 254 | $72K |
| Balentine LLC | 0.00% | No change | 253 | $72K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $71K |
| Bogart Wealth, LLC | 0.00% | Add +115.7% | 248 | $71K |
| Rossby Financial, LCC | 0.03% | Reduce -47.9% | 248 | $71K |
| Nordwand Advisors, LLC | 0.01% | No change | 230 | $65K |
| Semmax Financial Advisors Inc. | 0.02% | New | 228 | $65K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 228 | $65K |
| AlphaCore Capital LLC | 0.00% | No change | 226 | $64K |
| Angeles Wealth Management, LLC | 0.00% | No change | 225 | $64K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $64K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $62K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.9% | 216 | $61K |
| Parkside Financial Bank & Trust | 0.01% | No change | 214 | $61K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $60K |
| Abound Wealth Management | 0.02% | Add +54.4% | 210 | $60K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 200 | $57K |
| Horizons Wealth Management | 0.04% | No change | 195 | $55K |
| Optimum Investment Advisors | 0.02% | No change | 190 | $54K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 185 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -50.4% | 185 | $53K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $52K |
| Eukles Asset Management | 0.02% | No change | 181 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +73.8% | 179 | $51K |
| GAMMA Investing LLC | 0.00% | Add +71.2% | 178 | $51K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 173 | $49K |
| Wallace Hart LLC | 0.04% | New | 171 | $49K |
| Financial Gravity Companies, Inc. | 0.01% | — | 170 | $48K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $48K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 160 | $46K |
| Fairman Group, LLC | 0.04% | No change | 158 | $45K |
| Independence Bank of Kentucky | 0.01% | No change | 155 | $44K |
| Eastern Bank | 0.00% | No change | 151 | $43K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $43K |
| Garde Capital, Inc. | 0.00% | No change | 150 | $43K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $39K |
| Franklin Resources Inc. | 0.00% | Reduce -88.9% | 137 | $39K |
| Heritage Wealth Advisors | 0.00% | No change | 129 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 127 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $35K |
| Providence Capital Advisors, LLC | 0.01% | New | 114 | $33K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $30K |
| Tradewinds Capital Management, LLC | 0.01% | Add +18.4% | 103 | $29K |
| Pinney & Scofield, Inc. | 0.02% | No change | 101 | $29K |
| Kentucky Trust Co | 0.02% | No change | 100 | $28K |
| Anfield Capital Management, LLC | 0.01% | Add +160.0% | 91 | $26K |
| Field & Main Bank | 0.01% | No change | 90 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +58.9% | 89 | $25K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $25K |
| Blue Trust, Inc. | 0.00% | No change | 82 | $23K |
| Robinswood Financial LLC | 0.01% | No change | 81 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 82 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | — | 78 | $22K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 75 | $21K |
| Accredited Wealth Management, LLC | 0.02% | No change | 72 | $21K |
| Pineridge Advisors LLC | 0.01% | Reduce -67.5% | 69 | $20K |
| Legend Financial Advisors, Inc. | 0.01% | New | 66 | $19K |
| Painted Porch Advisors LLC | 0.01% | No change | 60 | $17K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 57 | $16K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $16K |
| Pacific Center for Financial Services | 0.00% | No change | 55 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 50 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 48 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 48 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 48 | $14K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 44 | $13K |
| Legacy Investment Solutions, LLC | 0.01% | — | 43 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 43 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 37 | $11K |
| Avalon Trust Co | 0.00% | No change | 37 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 37 | $11K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $10K |
| Maseco LLP | 0.00% | — | 33 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $9K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -13.9% | 31 | $9K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -64.3% | 30 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $7K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +214.3% | 22 | $6K |
| Transce3nd, LLC | 0.00% | No change | 20 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $5K |
| Costello Asset Management, INC | 0.00% | New | 15 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| First Financial Corp. | 0.00% | No change | 13 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 11 | $3K |
| Chapman Financial Group, LLC | 0.00% | — | 10 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 10 | $3K |
| Evolution Wealth Management Inc. | 0.00% | — | 7 | $2K |
| Richardson Capital Management LLC | 0.00% | Reduce -50.0% | 7 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $2K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -95.0% | 5 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Fairway Wealth LLC | 0.00% | No change | 3 | $853 |
| Keener Financial Planning LLC | 0.00% | No change | 3 | $0 |
"% 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.