Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q4 2025 (December 31)1,078holders +58
79new positions
58sold out
5famous investors
$278.43avg. 13F price*
At the end of Q4 2025, 1,078 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 58 from Q3 2025. 79 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($829.7M), Assetmark, Inc. ($619.2M) and Bank of America Corp. ($587.0M). 5 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 (Q4 2025)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $53.1M |
| Exits | 58 | $52.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,326,747 shares bought and 1,125,305 shares sold, net +1,201,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,078 holders
| Morgan Stanley | 0.05% | Add +1.5% | 2,972,164 | $829.7M |
| Assetmark, Inc. | 1.26% | Add +2.9% | 2,218,378 | $619.2M |
| Bank of America Corp. | 0.04% | Add +9.1% | 2,102,848 | $587.0M |
| Royal Bank of Canada | 0.09% | Reduce -9.9% | 1,777,796 | $496.3M |
| Wells Fargo & Company | 0.09% | Add +2.6% | 1,615,293 | $450.9M |
| EP Wealth Advisors, LLC | 2.04% | — | 1,405,344 | $392.3M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -1.1% | 1,104,059 | $308.2M |
| Truepoint, Inc. | 6.71% | Add +2.5% | 1,068,574 | $298.3M |
| UBS Group AG | 0.06% | Reduce -1.0% | 1,060,148 | $295.9M |
| Vantagepoint Investment Advisers LLC | 2.21% | Add +5.1% | 984,312 | $274.8M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +22.1% | 902,235 | $251.8M |
| Jones Financial Companies LLLP | 0.15% | Add +9.5% | 882,883 | $246.4M |
| LPL Financial LLC | 0.07% | Add +6.8% | 876,401 | $244.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.8% | 675,777 | $188.6M |
| Moneta Group Investment Advisors LLC | 1.42% | Add +8.3% | 672,555 | $187.7M |
| Tiaa Trust, National Association | 0.41% | Reduce -2.0% | 612,630 | $171.0M |
| Raymond James Financial Inc. | 0.05% | Add +24.4% | 555,289 | $155.0M |
| Stifel Financial Corp. | 0.13% | Add +4.8% | 504,141 | $140.7M |
| Stephens Group Asset Management, LLC | 8.48% | Add +1.6% | 454,773 | $126.9M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.7% | 424,430 | $118.5M |
| Ameriprise Financial Inc. | 0.02% | Add +19.8% | 363,929 | $101.6M |
| Avior Wealth Management, LLC | 3.04% | Add +1.6% | 349,157 | $97.4M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -6.9% | 332,626 | $92.8M |
| Truist Financial Corp. | 0.11% | Add +8.7% | 281,923 | $78.7M |
| FMR LLC | 0.00% | Add +0.4% | 250,251 | $69.9M |
| Waverly Advisors, LLC | 0.56% | Reduce -1.8% | 249,113 | $69.5M |
| Busey Bank | 1.77% | Add +4378.8% | 240,737 | $67.2M |
| Cetera Investment Advisers | 0.07% | Add +0.8% | 224,545 | $62.7M |
| Orgel Wealth Management, LLC | 1.33% | Reduce -1.9% | 215,245 | $60.1M |
| McAdam, LLC | 2.60% | Add +5.0% | 203,205 | $56.7M |
| Equitable Holdings, Inc. | 0.36% | Add +2.5% | 186,801 | $52.1M |
| US Bancorp \de | 0.06% | Add +44.7% | 182,929 | $51.1M |
| Private Advisor Group, LLC | 0.24% | Add +1.3% | 181,462 | $50.7M |
| CIBC Private Wealth Group LLC | 0.08% | Add +676.3% | 174,148 | $48.6M |
| Mariner, LLC | 0.06% | Add +4.5% | 170,336 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 165,013 | $46.1M |
| MML Investors Services, LLC | 0.11% | Add +0.6% | 161,397 | $45.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -25.3% | 161,214 | $45.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -48.7% | 158,280 | $44.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.7% | 149,851 | $43.3M |
| Trust Co | 4.04% | Add +2.3% | 154,389 | $43.1M |
| 1832 Asset Management L.P. | 0.05% | Add +4.5% | 152,879 | $42.7M |
| NewEdge Advisors, LLC | 0.15% | Add +3.8% | 145,233 | $40.5M |
| Kestra Advisory Services, LLC | 0.17% | Add +13.5% | 143,255 | $40.0M |
| Creative Planning | 0.03% | Reduce -0.0% | 138,561 | $38.7M |
| Kwmg, LLC | 3.32% | Add +1.5% | 137,813 | $38.5M |
| HighTower Advisors, LLC | 0.04% | Add +0.8% | 133,573 | $37.3M |
| Cwm, LLC | 0.10% | Add +82.3% | 131,898 | $36.8M |
| Wilmington Savings Fund Society, FSB | 0.76% | Reduce -2.3% | 115,759 | $32.3M |
| Benjamin Edwards Inc. | 0.35% | Add +6.5% | 113,656 | $31.7M |
| WoodTrust Financial Corp | 3.56% | Add +0.3% | 109,078 | $30.4M |
| Bragg Financial Advisors, Inc | 0.99% | Add +4.9% | 108,818 | $30.4M |
| Glenview Trust Co | 0.46% | Add +6.4% | 106,471 | $29.7M |
| Cassaday & Co Wealth Management LLC | 0.62% | Reduce -1.1% | 104,768 | $29.2M |
| Bryn Mawr Trust Advisors, LLC | 1.38% | Reduce -0.7% | 102,874 | $28.7M |
| Farther Finance Advisors, LLC | 0.30% | Add +39.0% | 101,398 | $28.3M |
| Rodgers & Associates, LTD | 2.75% | Add +3.1% | 97,285 | $27.2M |
| Adventist Health System/ West | 4.54% | No change | 96,768 | $27.0M |
| BHK Investment Advisors, LLC | 8.82% | Add +11.7% | 96,154 | $26.8M |
| Cary Street Partners Financial LLC | 0.66% | Add +25.5% | 95,219 | $26.6M |
| Presilium Private Wealth, LLC | 4.77% | Add +8.4% | 93,548 | $26.1M |
| Dakota Wealth Management | 0.46% | Add +7.1% | 92,587 | $25.8M |
| Aire Advisors, LLC | 4.44% | Add +0.5% | 87,075 | $24.3M |
| Betterment LLC | 0.05% | Add +2.2% | 86,435 | $24.1M |
| Black Diamond Financial, LLC | 2.46% | Add +6.5% | 83,429 | $23.3M |
| Praetorian Wealth Management, Inc. | 4.60% | Add +0.9% | 83,096 | $23.2M |
| Natixis Advisors, LLC | 0.03% | Add +1.3% | 82,780 | $23.1M |
| Associated Banc-Corp | 0.57% | Add +109.4% | 80,175 | $22.4M |
| Corient Private Wealth LP | 0.03% | Add +1.9% | 79,005 | $22.1M |
| MAI Capital Management | 0.12% | Reduce -1.6% | 75,344 | $21.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +1.8% | 72,212 | $20.2M |
| Condor Capital Management | 1.61% | Reduce -2.4% | 71,437 | $19.9M |
| Blair William & Co. | 0.05% | Add +35.4% | 65,824 | $18.4M |
| IFP Advisors, Inc | 0.41% | Add +2.4% | 65,257 | $18.2M |
| &partners | 0.09% | Add +4.4% | 64,369 | $18.0M |
| Pinnacle Financial Partners, Inc. | 0.14% | — | 63,945 | $17.9M |
| Focus Partners Wealth | 0.02% | Add +8.8% | 62,227 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.3% | 61,411 | $17.1M |
| Roberts Financial Services LLC | 5.18% | Add +2.1% | 59,122 | $16.5M |
| Eagle Strategies LLC | 2.08% | Add +3.1% | 58,276 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Add +1.9% | 57,925 | $16.2M |
| Independent Financial Group, LLC | 0.35% | Add +14.7% | 56,834 | $15.9M |
| Marion Wealth Management | 3.49% | Add +2.2% | 55,658 | $15.7M |
| Opes Wealth Management LLC | 2.62% | Add +1.5% | 55,345 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +17.6% | 53,239 | $14.9M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -48.4% | 52,480 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -21.0% | 51,501 | $14.4M |
| Fifth Third Bancorp | 0.05% | Add +8.9% | 51,344 | $14.3M |
| Clayton Financial Group LLC | 7.28% | Add +20.9% | 51,124 | $14.3M |
| Axiom Financial Strategies, LLC | 5.91% | Add +2.4% | 50,304 | $14.0M |
| Payne Capital Management, LLC | 4.37% | Add +2.3% | 49,574 | $13.8M |
| Commerce Bank | 0.08% | Add +3.6% | 49,451 | $13.8M |
| Davis Investment Partners, LLC | 4.69% | Reduce -5.2% | 47,669 | $13.4M |
| Meramec Financial Planners, LLC | 5.18% | — | 48,546 | $13.3M |
| Strategic Investment Advisors / MI | 1.15% | Add +5.0% | 47,548 | $13.3M |
| Belpointe Asset Management LLC | 0.47% | Reduce -31.9% | 46,907 | $13.1M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +2.2% | 46,551 | $13.0M |
| Advisory Alpha, LLC | 0.35% | Add +0.2% | 46,487 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -0.2% | 45,966 | $12.8M |
| Avantax Planning Partners, Inc. | 0.36% | Reduce -4.8% | 45,816 | $12.8M |
| Compton Wealth Advisory Group, LLC | 2.79% | Reduce -1.6% | 45,794 | $12.8M |
| GHP Investment Advisors, Inc. | 0.52% | Add +1.4% | 45,616 | $12.7M |
| First Horizon Corp. | 0.57% | Reduce -0.0% | 45,532 | $12.7M |
| D.A. Davidson & Co. | 0.08% | Add +3.7% | 44,533 | $12.4M |
| Midwest Trust Co | 0.15% | Add +22.6% | 44,284 | $12.4M |
| Arvest Investments, Inc. | 1.72% | Add +4.5% | 43,770 | $12.2M |
| Allworth Financial LP | 0.05% | Reduce -2.5% | 43,573 | $12.2M |
| Highland Capital Management, LLC | 0.60% | Reduce -0.5% | 43,143 | $12.0M |
| LMCG Investments, LLC | 0.69% | Reduce -3.7% | 42,990 | $12.0M |
| Bokf, NA | 0.18% | Add +10.8% | 42,582 | $11.9M |
| NorthStar Asset Management LLC | 5.33% | Add +4.9% | 42,450 | $11.8M |
| Wolff Financial Management LLC | 2.55% | Add +0.7% | 40,661 | $11.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +7.2% | 39,317 | $11.0M |
| Inspirion Wealth Advisors, LLC | 1.34% | Add +324.2% | 39,238 | $11.0M |
| Connecticut Wealth Management, LLC | 0.47% | Add +0.1% | 38,447 | $10.7M |
| Regimen Wealth, LLC | 3.12% | Reduce -0.4% | 38,204 | $10.7M |
| Ocean Park Asset Management, LLC | 0.49% | Reduce -61.4% | 37,660 | $10.5M |
| Addison Advisors LLC | 2.34% | Add +1.8% | 37,299 | $10.4M |
| Inspire Trust Co, N.A. | 1.67% | Add +19.7% | 36,500 | $10.2M |
| Comerica Bank | 0.04% | Add +2.4% | 36,299 | $10.1M |
| Sage Financial Group Inc. | 0.67% | Add +1.9% | 36,290 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +6.7% | 36,218 | $10.1M |
| Marietta Wealth Management, LLC | 1.17% | Add +2.1% | 36,160 | $10.1M |
| NewEdge Wealth, LLC | 0.11% | Reduce -6.8% | 36,100 | $10.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Add +3.2% | 35,940 | $10.0M |
| Gladwyn Financial Advisors, Inc. | 6.93% | Add +3.4% | 35,337 | $9.9M |
| RTD Financial Advisors, Inc. | 1.20% | Reduce -3.1% | 35,132 | $9.8M |
| Fusion Capital, LLC | 2.60% | Add +9.9% | 33,173 | $9.3M |
| Sound Income Strategies, LLC | 0.44% | Add +72.7% | 32,373 | $9.2M |
| HRC Wealth Management, LLC | 4.41% | Add +0.3% | 32,991 | $9.2M |
| Prosperity Planning, Inc. | 3.35% | Add +0.3% | 32,398 | $9.0M |
| Old National Bancorp | 0.15% | Add +24.3% | 32,364 | $9.0M |
| MorganRosel Wealth Management, LLC | 2.25% | Add +1.3% | 32,270 | $9.0M |
| Operose Advisors LLC | 2.09% | Reduce -16.3% | 32,111 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +3.6% | 32,070 | $9.0M |
| SWAN Capital LLC | 3.47% | Reduce -4.4% | 31,979 | $8.9M |
| Cerity Partners LLC | 0.01% | Add +15.5% | 31,662 | $8.8M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.0% | 30,898 | $8.6M |
| Bare Financial Services, Inc | 2.39% | Add +7.8% | 30,746 | $8.6M |
| CX Institutional | 0.25% | Add +1.6% | 30,063 | $8.4M |
| Hapanowicz & Associates Financial Services, Inc | 3.22% | Add +1.4% | 29,468 | $8.2M |
| MassMutual Private Wealth & Trust, FSB | 0.21% | Reduce -4.3% | 29,406 | $8.2M |
| Bank of Montreal | 0.00% | Add +1.3% | 29,342 | $8.2M |
| NFSG Corp | 1.26% | Add +11.8% | 29,181 | $8.1M |
| Transamerica Financial Advisors, LLC | 0.68% | Reduce -7.3% | 29,109 | $8.1M |
| Pittenger & Anderson Inc. | 0.31% | Reduce -0.8% | 28,760 | $8.0M |
| Ally Invest Advisors Inc. | 0.55% | Add +2.8% | 28,443 | $7.9M |
| 360 Financial, Inc. | 2.37% | Reduce -4.7% | 28,123 | $7.9M |
| Provident Wealth Management, LLC | 2.32% | Add +1.6% | 28,051 | $7.8M |
| Ascent Group, LLC | 0.26% | Reduce -0.7% | 27,422 | $7.7M |
| Brown Advisory Inc. | 0.01% | Add +15.3% | 27,094 | $7.6M |
| Leavell Investment Management, Inc. | 0.31% | Add +1.3% | 26,953 | $7.5M |
| Texas Yale Capital Corp. | 0.23% | Add +19.9% | 26,898 | $7.5M |
| Regal Investment Advisors LLC | 0.45% | Add +1.6% | 26,846 | $7.5M |
| Everhart Financial Group, Inc. | 0.69% | Add +10.0% | 26,609 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.0% | 26,604 | $7.4M |
| JMG Financial Group, Ltd. | 0.20% | Reduce -3.4% | 26,029 | $7.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.03% | Reduce -1.2% | 25,971 | $7.3M |
| Redwood Investment Management, LLC | 0.81% | Add +12.3% | 25,816 | $7.2M |
| Tidal Investments LLC | 0.03% | Reduce -26.9% | 25,195 | $7.0M |
| Harbor Investment Advisory, LLC | 0.52% | Add +10.5% | 24,955 | $7.0M |
| Aprio Wealth Management, LLC | 0.40% | Reduce -3.3% | 24,834 | $6.9M |
| Fifth Third Securities, Inc. | 0.45% | Reduce -1.9% | 24,773 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +12.7% | 24,717 | $6.9M |
| Capital Investment Counsel, LLC | 0.96% | Add +1.2% | 24,652 | $6.9M |
| Aufman Associates Inc | 3.52% | Reduce -0.8% | 24,637 | $6.9M |
| Stephens Inc. | 0.09% | Add +3.4% | 24,636 | $6.9M |
| Park Avenue Securities LLC | 0.06% | Add +1.9% | 24,352 | $6.8M |
| Ameritas Advisory Services, LLC | 0.25% | Add +629.5% | 23,987 | $6.7M |
| Northern Trust Corp. | 0.00% | Add +39.1% | 23,980 | $6.7M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.4% | 23,893 | $6.7M |
| Kieckhefer Group LLC | 3.12% | Reduce -0.4% | 23,527 | $6.6M |
| Cranbrook Wealth Management, LLC | 1.29% | Reduce -1.2% | 23,353 | $6.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +75.8% | 22,878 | $6.4M |
| Trustmark Bank Trust Department | 0.40% | Reduce -0.3% | 22,550 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Add +3.8% | 22,069 | $6.2M |
| Capital Analysts, LLC | 0.17% | Add +47.6% | 21,999 | $6.1M |
| Genesis Private Wealth, LLC | 1.90% | Add +3.1% | 21,967 | $6.1M |
| Zeit Capital LLC | 4.13% | Reduce -0.3% | 21,935 | $6.1M |
| HFG Advisors, Inc. | 4.34% | Reduce -0.0% | 21,454 | $6.0M |
| Greenup Street Wealth Management LLC | 0.85% | Reduce -2.6% | 21,088 | $5.9M |
| IVC Wealth Advisors LLC | 2.54% | Reduce -8.1% | 20,962 | $5.9M |
| SOA Wealth Advisors, LLC. | 0.97% | Reduce -3.6% | 20,949 | $5.8M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -1.8% | 20,809 | $5.8M |
| Integrity Alliance, Llc. | 0.21% | Add +19.6% | 20,785 | $5.8M |
| Waterford Advisors, LLC | 2.26% | New | 22,986 | $5.8M |
| Asset Management Group, Inc. | 0.93% | Add +0.2% | 20,538 | $5.7M |
| Tenret Co LLC | 2.89% | Add +1.1% | 20,437 | $5.7M |
| CENTRAL TRUST Co | 0.11% | Reduce -2.8% | 20,356 | $5.7M |
| Planning Directions Inc. | 2.83% | Add +5.7% | 20,135 | $5.6M |
| Mma Asset Management LLC | 2.00% | Add +2.5% | 20,054 | $5.6M |
| Citizens Financial Group Inc. | 0.07% | Add +3.1% | 19,858 | $5.5M |
| Councilor Wealth, LLC | 2.62% | Add +0.5% | 19,849 | $5.5M |
| Goepper Burkhardt LLC | 1.79% | Reduce -5.3% | 19,735 | $5.5M |
| Mosaic Family Wealth Partners, LLC | 0.59% | Reduce -0.9% | 19,307 | $5.4M |
| Mather Group, Llc. | 0.06% | Reduce -0.0% | 19,239 | $5.4M |
| Eclectic Associates Inc. | 0.83% | Add +3.0% | 19,104 | $5.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +2.4% | 19,077 | $5.3M |
| Wealth Enhancement Trust Services, Inc. | 0.67% | — | 19,003 | $5.3M |
| First United Bank & Trust | 1.65% | Add +5.9% | 18,508 | $5.2M |
| Tme Financial, Inc. | 3.63% | Add +83.6% | 18,493 | $5.2M |
| Caprock Group, LLC | 0.11% | Reduce -1.6% | 18,393 | $5.1M |
| Prosperity Consulting Group, LLC | 0.23% | Reduce -5.9% | 18,375 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +5.3% | 18,244 | $5.1M |
| Bleakley Financial Group, LLC | 0.09% | New | 18,104 | $5.1M |
| Nwam LLC | 0.28% | Add +1.3% | 17,807 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +4.4% | 17,373 | $4.8M |
| Baring Financial LLC | 2.89% | Add +15.4% | 16,996 | $4.7M |
| Peak Retirement Planning, Inc. | 1.09% | Reduce -36.8% | 16,739 | $4.7M |
| Arax Advisory Partners | 0.13% | New | 16,427 | $4.6M |
| Titleist Asset Management, LLC | 0.37% | Add +0.1% | 16,354 | $4.6M |
| Destiny Wealth Partners, LLC | 0.52% | Add +1.0% | 16,030 | $4.5M |
| Moneco Advisors, LLC | 0.36% | Add +3.1% | 16,248 | $4.5M |
| Sagace Wealth Management LLC | 3.04% | Reduce -1.4% | 16,025 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.2% | 15,669 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -10.0% | 15,653 | $4.4M |
| Savant Capital, LLC | 0.02% | Reduce -0.6% | 15,273 | $4.3M |
| Ifrah Financial Services, Inc. | 1.09% | Reduce -1.9% | 15,156 | $4.2M |
| Thrive Capital Management, LLC | 0.94% | Reduce -37.2% | 15,068 | $4.2M |
| MidAtlantic Capital Management, Inc. | 2.69% | Add +0.9% | 15,040 | $4.2M |
| Keel Point, LLC | 0.25% | Add +0.9% | 14,694 | $4.1M |
| Cordoba Advisory Partners LLC | 1.00% | — | 14,503 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.0% | 14,289 | $4.0M |
| Mutual Advisors, LLC | 0.08% | Add +14.8% | 14,178 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -1.1% | 14,050 | $3.9M |
| Berman McAleer LLC | 0.53% | New | 13,834 | $3.9M |
| Willis Johnson & Associates, Inc. | 0.24% | Reduce -4.2% | 13,799 | $3.9M |
| Clark Financial Services Group Inc. | 2.05% | Reduce -4.2% | 13,520 | $3.8M |
| Cohen Klingenstein LLC | 0.12% | Add +1.6% | 13,785 | $3.8M |
| LifePlan Investment Advisors, Inc. | 1.55% | Add +2.2% | 13,669 | $3.8M |
| JPL Wealth Management, LLC | 0.92% | Reduce -2.6% | 13,599 | $3.8M |
| Krilogy Financial LLC | 0.13% | Reduce -8.4% | 13,279 | $3.8M |
| Allstreet Capital Advisors LLC | 2.69% | — | 13,307 | $3.7M |
| rebel Financial LLC | 1.58% | Add +0.0% | 13,260 | $3.7M |
| Victory Financial Group, LLC | 0.46% | Add +29.9% | 13,221 | $3.7M |
| AQR Capital Management | 0.00% | Add +9.1% | 13,192 | $3.7M |
| Wedmont Private Capital | 0.13% | Reduce -1.4% | 12,845 | $3.7M |
| Juncture Wealth Strategies, LLC | 1.21% | Reduce -6.5% | 13,119 | $3.7M |
| MSH Capital Advisors LLC | 0.77% | Reduce -0.1% | 12,891 | $3.6M |
| TFB Advisors LLC | 1.00% | Add +0.6% | 12,847 | $3.6M |
| Steph & Co. | 1.03% | Add +1.7% | 12,816 | $3.6M |
| Valley Wealth Managers, Inc. | 0.23% | Reduce -6.2% | 12,797 | $3.6M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -0.5% | 12,786 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +5.9% | 12,724 | $3.6M |
| White Lighthouse Investment Management Inc. | 0.49% | Add +5.9% | 12,700 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -5.2% | 12,691 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +17.3% | 12,392 | $3.5M |
| Signet Financial Management, LLC | 0.39% | Reduce -4.4% | 12,363 | $3.5M |
| Moody National Bank Trust Division | 0.33% | Add +3.4% | 12,255 | $3.4M |
| SilverOak Wealth Management LLC | 0.53% | Add +5.0% | 12,055 | $3.4M |
| Wellington Management Group LLP | 0.00% | New | 11,955 | $3.3M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -1.5% | 11,655 | $3.3M |
| Clearstead Advisors, LLC | 0.04% | Reduce -1.1% | 11,678 | $3.3M |
| Sovran Advisors, LLC | 0.28% | Add +41.3% | 11,298 | $3.2M |
| Founders Grove Wealth Partners, LLC | 0.72% | Add +0.3% | 11,533 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.60% | Reduce -5.4% | 11,499 | $3.2M |
| Sterling Financial Planning, Inc. | 0.95% | Add +5.3% | 11,295 | $3.2M |
| SageView Advisory Group, LLC | 0.11% | Reduce -3.9% | 11,294 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +0.3% | 11,287 | $3.2M |
| Ballentine Partners, LLC | 0.04% | Reduce -5.5% | 11,250 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.2% | 11,212 | $3.1M |
| Citigroup Inc. | 0.00% | Add +4.6% | 11,152 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.4% | 11,083 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -25.1% | 11,073 | $3.1M |
| Bravera Wealth | 1.54% | — | 11,033 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +41.1% | 11,024 | $3.1M |
| Patriot Investment Management Group, Inc. | 0.19% | No change | 10,965 | $3.1M |
| Strategic Wealth Advisors LLC | 2.60% | — | 10,899 | $3.0M |
| World Investment Advisors | 0.05% | Reduce -5.1% | 10,885 | $3.0M |
| IHT Wealth Management, LLC | 0.07% | Reduce -26.5% | 10,819 | $3.0M |
| SOL Capital Management CO | 0.27% | No change | 10,807 | $3.0M |
| Mustard Seed Financial, LLC | 1.88% | Add +4.8% | 10,727 | $3.0M |
| Checchi Capital Advisers, LLC | 0.20% | Reduce -1.5% | 10,727 | $3.0M |
| IFG Advisory, LLC | 0.13% | Add +2.1% | 10,661 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +138.1% | 10,637 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -7.8% | 10,630 | $3.0M |
| PFG Advisors | 0.14% | Reduce -5.5% | 10,554 | $2.9M |
| Principal Securities, Inc. | 0.05% | Add +0.9% | 10,521 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +25.6% | 10,435 | $2.9M |
| Tower View Wealth Management LLC | 1.44% | Reduce -2.0% | 10,416 | $2.9M |
| KPP Advisory Services LLC | 0.42% | Add +0.9% | 10,377 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +9.5% | 10,358 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +3.8% | 10,349 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +76.7% | 10,273 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.32% | Reduce -0.8% | 10,124 | $2.8M |
| WealthShield Partners, LLC | 0.31% | Reduce -3.1% | 10,095 | $2.8M |
| Wealth Alliance, LLC | 0.27% | Reduce -5.0% | 10,033 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.76% | Add +5.5% | 10,031 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 1.01% | Reduce -5.3% | 10,029 | $2.8M |
| Choreo, LLC | 0.04% | Add +2.7% | 9,917 | $2.8M |
| Harbour Investments, Inc. | 0.06% | Add +13.3% | 9,980 | $2.8M |
| Plante Moran Financial Advisors, LLC | 0.17% | Add +49.9% | 9,826 | $2.7M |
| CJM Wealth Advisers, Ltd. | 0.80% | Add +0.0% | 9,617 | $2.7M |
| Founders Financial Securities LLC | 0.16% | Add +11.0% | 9,611 | $2.7M |
| UMB Bank, n.a. | 0.04% | Add +0.0% | 9,578 | $2.7M |
| Intergy Private Wealth, LLC | 0.80% | No change | 9,481 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.68% | Reduce -1.9% | 9,468 | $2.6M |
| Quadrant Capital Group LLC | 0.08% | Reduce -2.4% | 9,466 | $2.6M |
| Brookstone Capital Management | 0.03% | Reduce -44.0% | 9,416 | $2.6M |
| Visionary Wealth Advisors | 0.12% | Add +15.1% | 9,370 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.3% | 9,367 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.4% | 9,163 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.8% | 9,140 | $2.6M |
| Magnus Financial Group LLC | 0.20% | Reduce -0.0% | 9,107 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +12.8% | 8,881 | $2.5M |
| Cooksen Wealth, LLC | 1.81% | Add +0.4% | 8,877 | $2.5M |
| Westwood Wealth Management | 1.85% | New | 8,828 | $2.5M |
| Lionshead Wealth Management, LLC | 1.85% | Add +24.0% | 8,828 | $2.5M |
| Meridian Financial Advisors, LLC | 1.34% | Reduce -1.1% | 8,802 | $2.5M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 8,760 | $2.4M |
| Base Wealth Management LLC | 1.31% | Add +10.6% | 8,746 | $2.4M |
| Tsfg, LLC | 0.36% | Reduce -2.5% | 8,549 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.6% | 14,198 | $2.4M |
| Tritonpoint Wealth, LLC | 0.24% | Add +0.6% | 8,492 | $2.4M |
| First American Trust, FSB | 0.16% | Add +11.9% | 8,491 | $2.4M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -1.1% | 8,482 | $2.4M |
| ERn Financial, LLC | 0.44% | Reduce -0.8% | 8,468 | $2.4M |
| Creative Financial Designs Inc. | 0.15% | Add +11.0% | 8,459 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +740.2% | 8,410 | $2.4M |
| Insight Advisors, LLC/ PA | 0.35% | Reduce -1.2% | 8,380 | $2.3M |
| Alexander Labrunerie & Co., Inc. | 0.84% | Add +3.9% | 8,249 | $2.3M |
| Kassira Wealth Management LLC | 2.18% | Add +0.4% | 8,216 | $2.3M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -5.7% | 8,180 | $2.3M |
| Laurel Oak Wealth Management, LLC | 0.38% | — | 8,087 | $2.3M |
| Causey Wealth LLC | 1.02% | Reduce -3.0% | 8,060 | $2.2M |
| Absolute Capital Management, LLC | 0.81% | Reduce -25.9% | 8,000 | $2.2M |
| Stevens Capital Partners | 0.58% | Add +6.9% | 7,947 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 7,915 | $2.2M |
| Global Retirement Partners, LLC | 0.04% | Add +76.8% | 7,762 | $2.2M |
| Americana Partners, LLC | 0.06% | No change | 7,755 | $2.2M |
| ProVise Management Group, LLC | 0.15% | Reduce -2.5% | 7,705 | $2.2M |
| Weinberger Asset Management, Inc | 0.77% | Reduce -5.7% | 7,686 | $2.1M |
| Joel Isaacson & Co., LLC | 0.07% | Add +1.2% | 7,672 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.57% | New | 7,600 | $2.1M |
| Colonial Trust Co / SC | 0.28% | Reduce -1.7% | 7,572 | $2.1M |
| Stuart Investment Advisors, Inc. | 1.88% | Reduce -1.1% | 7,461 | $2.1M |
| Simmons Bank | 0.14% | Reduce -4.1% | 7,421 | $2.1M |
| Silver Lake Advisory, LLC | 0.80% | Reduce -0.4% | 7,389 | $2.1M |
| Asset Allocation & Management Company, LLC | 0.82% | No change | 7,329 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Reduce -3.1% | 7,315 | $2.0M |
| Lowery Thomas, LLC | 1.15% | Add +1.5% | 7,304 | $2.0M |
| Brindle & Bay Financial Advisors, LLC | 1.35% | — | 7,287 | $2.0M |
| NBT Bank, N.A. | 0.13% | Add +0.5% | 7,485 | $2.0M |
| Fidelis Capital Partners, LLC | 0.15% | Reduce -14.5% | 7,173 | $2.0M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +31.3% | 7,111 | $2.0M |
| Arkadios Wealth Advisors | 0.04% | Add +10.2% | 7,083 | $2.0M |
| Fee-Only Financial Planning, L.C. | 1.15% | Reduce -0.2% | 7,063 | $2.0M |
| Indivisible Partners | 0.21% | — | 7,050 | $2.0M |
| Institute for Wealth Management, LLC. | 0.21% | Add +3.2% | 7,003 | $2.0M |
| Maridea Wealth Management LLC | 0.29% | Add +7.6% | 6,994 | $2.0M |
| FineMark National Bank & Trust | 0.06% | New | 6,923 | $1.9M |
| Fortis Capital Advisors, LLC | 0.28% | Reduce -1.3% | 6,916 | $1.9M |
| High Net Worth Advisory Group LLC | 0.44% | Add +92.2% | 6,888 | $1.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0.27% | Reduce -4.3% | 6,998 | $1.9M |
| OneAscent Financial Services LLC | 0.18% | Reduce -47.0% | 6,862 | $1.9M |
| Horizon Investments, LLC | 0.02% | Add +14.8% | 6,846 | $1.9M |
| Washington Trust Advisors, Inc. | 0.15% | Reduce -0.2% | 6,824 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +11.2% | 6,740 | $1.9M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -3.4% | 6,700 | $1.9M |
| Net Worth Advisory Group | 0.37% | Add +222.7% | 6,602 | $1.8M |
| Waystone Advisors LLC | 1.55% | — | 6,482 | $1.8M |
| Norden Group LLC | 0.18% | Add +55.4% | 6,429 | $1.8M |
| Quadrant Private Wealth Management, LLC | 0.29% | No change | 6,416 | $1.8M |
| MJT & Associates Financial Advisory Group, Inc. | 1.32% | No change | 6,352 | $1.8M |
| Envision Financial Planning, LLC | 0.67% | Add +0.1% | 6,348 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | New | 6,303 | $1.8M |
| Mascagni Wealth Management, Inc. | 1.31% | Add +0.1% | 6,300 | $1.8M |
| Richard P Slaughter Associates Inc | 0.37% | Reduce -6.3% | 6,280 | $1.8M |
| Berkshire Money Management, Inc. | 0.17% | New | 6,200 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +34.7% | 6,174 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | New | 6,165 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.19% | Reduce -1.7% | 6,148 | $1.7M |
| Valley National Advisers Inc. | 0.24% | Add +4.8% | 6,140 | $1.7M |
| Brady Martz Wealth Solutions, LLC | 0.30% | Reduce -0.9% | 6,107 | $1.7M |
| Cherrydale Wealth Management, LLC | 0.52% | Add +1.6% | 6,103 | $1.7M |
| Geneva Partners, LLC | 0.61% | Reduce -2.8% | 6,097 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +5.3% | 6,084 | $1.7M |
| Jacobs Equity LLC | 1.63% | — | 6,080 | $1.7M |
| Cozad Asset Management Inc. | 0.13% | Add +7.0% | 6,056 | $1.7M |
| City Holding Co. | 0.21% | Reduce -0.7% | 6,053 | $1.7M |
| Argent Trust Co | 0.06% | Reduce -2.0% | 6,025 | $1.7M |
| Family Manage LLC | 0.21% | Reduce -3.0% | 6,008 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -17.8% | 6,000 | $1.7M |
| 1834 Investment Advisors Co. | 0.21% | Add +28.6% | 5,884 | $1.6M |
| Frisch Financial Group, Inc. | 0.37% | Reduce -0.3% | 5,867 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +164.5% | 5,826 | $1.6M |
| Mainstream Capital Management LLC | 1.06% | Reduce -7.5% | 5,817 | $1.6M |
| Keybank National Association | 0.01% | Add +16.8% | 5,802 | $1.6M |
| Uptick Partners, LLC | 0.34% | Reduce -18.0% | 5,764 | $1.6M |
| Hilltop National Bank | 0.39% | Add +3.6% | 5,732 | $1.6M |
| First PREMIER Bank | 0.37% | Add +30.0% | 5,724 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -9.8% | 5,679 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +67.5% | 5,644 | $1.6M |
| Center For Asset Management LLC | 0.82% | Reduce -1.5% | 5,626 | $1.6M |
| Generations Wealth, LLC | 1.61% | — | 5,622 | $1.6M |
| Community Financial Services Group, LLC | 0.29% | Reduce -1.9% | 5,588 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.5% | 5,513 | $1.5M |
| Falcon Wealth Planning | 0.13% | Reduce -2.0% | 5,501 | $1.5M |
| Genesis Financial Group, LLC | 0.89% | — | 5,487 | $1.5M |
| Csenge Advisory Group | 0.07% | Reduce -5.4% | 5,469 | $1.5M |
| Cornerstone Advisory, LLC | 0.15% | Add +6.5% | 5,467 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +1.1% | 5,462 | $1.5M |
| Congress Asset Management Co. | 0.01% | Add +27.4% | 5,446 | $1.5M |
| Novak & Powell Financial Services, Inc. | 0.79% | No change | 5,437 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.5% | 5,364 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +1.7% | 5,142 | $1.5M |
| Ameriflex Group, Inc. | 0.77% | Reduce -49.9% | 5,345 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.20% | New | 5,343 | $1.5M |
| FC Advisory LLC | 0.43% | Add +1.4% | 5,333 | $1.5M |
| Sterling Investment Counsel, LLC | 0.42% | Add +407.3% | 5,707 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -0.5% | 5,276 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Add +20.9% | 5,141 | $1.4M |
| Graetz Wealth LLC | 1.30% | — | 5,115 | $1.4M |
| Shira Ridge Wealth Management | 0.57% | Reduce -67.3% | 5,093 | $1.4M |
| Transatlantique Private Wealth LLC | 0.45% | Add +15.4% | 5,083 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +258.2% | 4,897 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +7.5% | 5,045 | $1.4M |
| Next Capital Management LLC | 0.45% | No change | 5,020 | $1.4M |
| Sierra Capital LLC | 0.15% | Add +1.0% | 5,005 | $1.4M |
| Baldwin Investment Management, LLC | 0.16% | Reduce -2.9% | 5,000 | $1.4M |
| Wood Tarver Financial Group, LLC | 0.39% | Add +0.8% | 4,987 | $1.4M |
| TPG Financial Advisors, LLC | 0.46% | Add +6.5% | 4,968 | $1.4M |
| Warner Financial, Inc. | 0.48% | Add +0.3% | 4,932 | $1.4M |
| Capital Squared Financial LLC | 1.07% | Add +10.5% | 4,917 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +6.1% | 4,900 | $1.4M |
| BCS Wealth Management | 0.14% | Add +100.0% | 4,894 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.37% | Add +8.8% | 4,882 | $1.4M |
| Ieq Capital, LLC | 0.00% | Reduce -3.0% | 4,853 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +63.0% | 4,821 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.0% | 4,811 | $1.3M |
| Michels Family Financial, LLC | 0.98% | Add +3.7% | 4,797 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.86% | No change | 4,777 | $1.3M |
| Nova Wealth Management, Inc. | 0.91% | Add +10.1% | 4,735 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -9.8% | 4,733 | $1.3M |
| Royal Fund Management, LLC | 0.12% | Add +5.6% | 4,701 | $1.3M |
| Dentgroup LLC | 0.91% | Reduce -3.1% | 4,721 | $1.3M |
| Colonial Trust Advisors | 0.10% | Reduce -2.3% | 4,665 | $1.3M |
| Beacon Advisors Holdings, LLC | 0.68% | — | 4,657 | $1.3M |
| Alpine Bank Wealth Management | 0.18% | Reduce -5.0% | 4,604 | $1.3M |
| Principle Wealth Partners LLC | 0.07% | No change | 4,591 | $1.3M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -4.4% | 4,473 | $1.3M |
| Collective Family Office LLC | 0.29% | Reduce -7.4% | 4,556 | $1.3M |
| Silverlake Wealth Management LLC | 0.28% | Add +7.3% | 4,470 | $1.2M |
| Evergreen Wealth Management, LLC | 0.63% | Reduce -4.9% | 4,456 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -8.8% | 4,397 | $1.2M |
| Fairscale Capital, LLC | 0.81% | No change | 4,385 | $1.2M |
| Bank of Hawaii | 0.06% | Reduce -14.6% | 4,368 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +61985.7% | 4,346 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +90.5% | 4,196 | $1.2M |
| Manchester Capital Management LLC | 0.16% | Reduce -2.1% | 4,337 | $1.2M |
| BKM Wealth Management, LLC | 0.44% | Add +9.3% | 4,333 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Reduce -0.8% | 4,328 | $1.2M |
| Autumn Glory Partners, LLC | 0.42% | New | 4,300 | $1.2M |
| St. Louis Trust Co | 0.14% | No change | 4,289 | $1.2M |
| Members Wealth LLC | 0.75% | Reduce -11.1% | 4,210 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -4.4% | 4,242 | $1.2M |
| Ironwood Financial, llc | 0.20% | Add +8.1% | 4,083 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +11.5% | 4,181 | $1.2M |
| Accel Wealth Management | 0.32% | No change | 4,178 | $1.2M |
| Friday Financial | 0.41% | Add +62.6% | 4,161 | $1.2M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -26.9% | 4,153 | $1.2M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -4.3% | 4,122 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.2% | 4,057 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -28.0% | 4,043 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Reduce -0.9% | 4,024 | $1.1M |
| Total Wealth Planning, LLC | 2.40% | Reduce -93.8% | 4,016 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 4,005 | $1.1M |
| Integrated Investment Consultants, LLC | 0.22% | No change | 4,004 | $1.1M |
| Beacon Financial Planning, Inc. | 0.54% | Add +0.2% | 4,003 | $1.1M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -56.0% | 4,000 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | Reduce -6.3% | 3,967 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.64% | Add +0.0% | 3,895 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.34% | Add +0.0% | 3,889 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +97.9% | 3,889 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +24.3% | 3,873 | $1.1M |
| Mathes Company, Inc. | 0.38% | Reduce -34.4% | 3,820 | $1.1M |
| XML Financial, LLC | 0.09% | Reduce -0.3% | 3,813 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -0.6% | 3,776 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | No change | 3,774 | $1.1M |
| JNBA Financial Advisors | 0.09% | Reduce -0.3% | 3,771 | $1.1M |
| Brooklyn Investment Group | 0.05% | New | 3,699 | $1.0M |
| SC&H Financial Advisors, Inc. | 0.16% | Add +3.6% | 3,751 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.75% | Reduce -23.7% | 3,734 | $1.0M |
| DeLarme Wealth Management, Inc. | 0.74% | — | 3,709 | $1.0M |
| Tannin Capital LLC | 0.92% | — | 3,694 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +1.5% | 3,683 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -87.3% | 3,643 | $1.0M |
| Horizon Bancorp Inc. | 0.49% | Reduce -2.0% | 3,633 | $1.0M |
| Zions Bancorporation, National Association | 0.05% | No change | 3,632 | $1.0M |
| Apollon Financial, LLC | 0.15% | Add +19.1% | 3,620 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -17.9% | 3,616 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +170.8% | 3,585 | $1.0M |
| Oxinas Partners, LLC | 0.48% | Add +0.1% | 3,545 | $989K |
| Finward Bancorp | 0.77% | No change | 3,535 | $987K |
| Capital Management Associates, Inc | 0.22% | New | 3,520 | $983K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -5.7% | 3,519 | $982K |
| Briggs Wealth Management, Inc | 1.05% | — | 3,508 | $979K |
| Compound Planning, Inc. | 0.03% | Add +16.0% | 3,485 | $973K |
| Oakworth Capital, Inc. | 0.05% | No change | 3,475 | $970K |
| Savvy Advisors, Inc. | 0.03% | Add +4.8% | 3,467 | $968K |
| Waller Financial Planning Group, Inc. | 0.21% | Reduce -9.2% | 3,460 | $966K |
| Gotham Asset Management | 0.00% | Add +17.7% | 3,452 | $964K |
| Smithfield Trust Co | 0.04% | Reduce -7.5% | 3,437 | $962K |
| Essex Financial Services, Inc. | 0.05% | Add +118.8% | 3,439 | $960K |
| Owen LaRue, LLC | 0.36% | Reduce -53.0% | 3,436 | $959K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 3,394 | $947K |
| Certified Advisory Corp | 0.09% | Add +1.6% | 3,387 | $945K |
| Sapient Capital LLC | 0.01% | Add +5.2% | 3,313 | $935K |
| Wesbanco Bank Inc. | 0.03% | Add +8.1% | 3,332 | $930K |
| First Financial Bank - Trust Division | 0.08% | Reduce -0.5% | 3,328 | $929K |
| Tempo Wealth, LLC | 0.17% | — | 3,321 | $927K |
| Johnson Investment Counsel Inc. | 0.01% | Add +5.7% | 3,283 | $916K |
| Legacy Financial Group LLC | 0.11% | Reduce -1.0% | 3,375 | $916K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 3,262 | $911K |
| McNamara Financial Services, Inc. | 0.17% | Reduce -1.1% | 3,259 | $910K |
| National Bank of Canada | 0.00% | Reduce -0.5% | 3,252 | $908K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,226 | $901K |
| Freestone Capital Holdings, LLC | 0.03% | Add +10.3% | 3,218 | $898K |
| Ritholtz Wealth Management | 0.02% | Add +4.6% | 3,212 | $897K |
| Bessemer Group Inc. | 0.00% | No change | 3,165 | $884K |
| Nicolet Bankshares Inc. | 0.14% | Add +211.7% | 3,157 | $881K |
| Rosenblum Silverman Sutton S F Inc. | 0.20% | Add +13.8% | 3,147 | $878K |
| Provident Living Financial Services, Inc. | 0.85% | — | 3,109 | $868K |
| First Manhattan Co. Llc. | 0.00% | Add +1.7% | 3,108 | $868K |
| Tyche Wealth Partners LLC | 0.14% | Add +34.0% | 3,095 | $864K |
| Gryphon Financial Partners LLC | 0.09% | Add +0.3% | 3,091 | $863K |
| Flagstar Securities, Inc. | 0.29% | Reduce -14.4% | 3,089 | $862K |
| Revolve Wealth Partners, LLC | 0.10% | No change | 3,060 | $854K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 3,022 | $844K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | New | 3,013 | $841K |
| Wick Capital Partners, LLC | 0.15% | Reduce -0.1% | 3,008 | $840K |
| Carnegie Investment Counsel | 0.02% | Add +1.6% | 3,004 | $839K |
| True Freedom Investing, LLC | 0.06% | New | 3,003 | $838K |
| Plancorp, LLC | 0.03% | Reduce -4.5% | 3,002 | $838K |
| Wealth Preservation Advisors, LLC | 0.42% | Reduce -0.2% | 2,990 | $835K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.1% | 2,966 | $828K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.8% | 2,964 | $827K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.3% | 2,957 | $825K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.2% | 2,919 | $815K |
| Founders Financial Alliance, LLC | 0.15% | Add +0.9% | 2,917 | $814K |
| Tudor Financial Inc. | 0.42% | Add +13.5% | 2,916 | $814K |
| Valeo Financial Advisors, LLC | 0.02% | Add +4.5% | 2,908 | $812K |
| Signal Advisors Wealth, LLC | 0.06% | Add +8.9% | 2,884 | $805K |
| Waterfront Wealth Inc. | 0.15% | No change | 2,835 | $805K |
| Strategic Financial Partners, Ltd. | 0.35% | Reduce -1.4% | 2,883 | $805K |
| Legacy Capital Wealth Partners, LLC | 0.17% | No change | 2,882 | $804K |
| Aviso Wealth Management | 0.34% | Add +3.2% | 2,867 | $800K |
| Anchor Investment Management, LLC | 0.06% | Add +12.7% | 2,837 | $792K |
| Burns Matteson Capital Management, LLC | 0.32% | Reduce -6.4% | 2,833 | $791K |
| Bouvel Investment Partners, LLC | 0.22% | Add +11.0% | 2,781 | $776K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,767 | $772K |
| Wedbush Securities Inc. | 0.02% | Add +4.8% | 2,764 | $772K |
| Independent Wealth Network Inc. | 0.24% | Reduce -0.9% | 2,761 | $771K |
| Bernardo Wealth Planning LLC | 0.14% | No change | 2,720 | $759K |
| World Equity Group, Inc. | 0.21% | Reduce -54.9% | 2,715 | $758K |
| Sepio Capital, LP | 0.04% | Reduce -0.3% | 2,713 | $757K |
| Bridgewater Advisors Inc. | 0.05% | No change | 2,676 | $757K |
| Enclave Advisors LLC | 0.11% | No change | 2,656 | $741K |
| Roman Butler Fullerton & Co. | 0.19% | Reduce -3.7% | 2,614 | $741K |
| Washington Trust Bank | 0.05% | Reduce -1.1% | 2,624 | $732K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -37.7% | 2,593 | $732K |
| Vance Wealth, LLC | 0.22% | Add +10.6% | 2,614 | $730K |
| Richmond Investment Services, LLC | 0.13% | Reduce -7.8% | 2,608 | $728K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,601 | $726K |
| Brown Brothers Harriman & Co. | 0.00% | Add +17.2% | 2,593 | $724K |
| Parallel Advisors, LLC | 0.01% | Add +14.2% | 2,576 | $719K |
| NorthRock Partners, LLC | 0.01% | Add +28.2% | 2,576 | $719K |
| Goelzer Investment Management, Inc. | 0.03% | Add +30.7% | 2,567 | $717K |
| Strategic Financial Services, Inc. | 0.03% | Add +9.3% | 2,582 | $707K |
| Advocate Investing Services LLC | 0.63% | — | 2,533 | $707K |
| Amara Financial, Llc. | 0.49% | Add +7.9% | 2,514 | $702K |
| Advisors Capital Management, LLC | 0.01% | Add +7.5% | 2,486 | $694K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.3% | 2,486 | $694K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | No change | 2,480 | $692K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +1.0% | 2,472 | $690K |
| Bridgewealth Advisory Group, LLC | 0.15% | No change | 2,468 | $689K |
| Red Reef Advisors LLC | 0.70% | — | 2,460 | $687K |
| Pinion Investment Advisors, LLC | 0.17% | Add +2.0% | 2,448 | $683K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -29.0% | 2,399 | $670K |
| Thayer Partners, LLC / MA | 0.33% | — | 2,398 | $669K |
| Aspiriant, LLC | 0.02% | No change | 2,398 | $669K |
| Evolution Advisers, Inc. | 0.29% | No change | 2,389 | $667K |
| GWN Securities Inc. | 0.13% | Add +12.2% | 2,386 | $666K |
| Compass Capital Corp. /Ma/ | 0.25% | Reduce -17.7% | 2,394 | $660K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -10.4% | 2,365 | $660K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -0.8% | 2,343 | $654K |
| Pinnacle Bancorp, Inc. | 0.19% | Reduce -4.7% | 2,335 | $652K |
| West Bancorporation Inc. | 0.34% | Reduce -2.1% | 2,318 | $647K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -9.4% | 2,310 | $645K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 2,308 | $644K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.1% | 2,272 | $634K |
| Resurgent Financial Advisors LLC | 0.32% | Add +0.9% | 2,270 | $634K |
| One Capital Management, LLC | 0.02% | Reduce -16.8% | 2,270 | $634K |
| Bank of Marin | 0.44% | Reduce -1.7% | 2,257 | $630K |
| First Trust Advisors LP | 0.00% | Reduce -27.1% | 2,229 | $622K |
| SGL Investment Advisors, Inc. | 0.25% | Add +17.9% | 2,336 | $622K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.8% | 2,205 | $616K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -2.4% | 2,204 | $615K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,189 | $611K |
| Legacy Wealth Partners, LLC | 0.16% | — | 2,163 | $604K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 2,158 | $603K |
| Croban | 0.29% | Reduce -19.0% | 2,131 | $595K |
| Powell Investment Advisors, LLC | 0.20% | No change | 2,109 | $589K |
| WP Advisors, LLC | 0.15% | Add +0.3% | 2,107 | $588K |
| Ewa, LLC | 0.14% | No change | 2,104 | $587K |
| Spirepoint Private Client, LLC | 0.06% | No change | 2,098 | $586K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.6% | 2,095 | $585K |
| Trilogy Capital Inc. | 0.03% | Reduce -1.0% | 2,094 | $585K |
| Merited Wealth, LLC | 0.54% | — | 2,093 | $584K |
| Empower Advisory Group, LLC | 0.00% | Add +68.0% | 2,083 | $581K |
| FWG Investments, LLC. | 0.37% | Add +171.8% | 2,071 | $578K |
| Petix & Botte Co | 0.13% | Reduce -3.6% | 2,058 | $574K |
| Axecap Investments, LLC | 0.35% | New | 2,053 | $573K |
| Cypress Wealth Services, LLC | 0.08% | New | 2,042 | $570K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 2,039 | $569K |
| Keystone Financial Services, LLC | 0.39% | Reduce -2.3% | 2,038 | $569K |
| Collaborative Wealth Managment Inc. | 0.20% | New | 2,029 | $566K |
| Wilkerson Advisory Group LLC | 0.20% | — | 2,000 | $558K |
| Ascentis Independent Advisors | 0.09% | New | 1,999 | $558K |
| Smith Asset Management Co., LLC | 0.46% | Reduce -0.7% | 1,993 | $556K |
| Stratos Investment Management, LLC | 0.02% | Reduce -0.1% | 1,968 | $549K |
| Rehmann Capital Advisory Group | 0.03% | No change | 1,966 | $549K |
| Davis R M Inc. | 0.01% | No change | 1,965 | $549K |
| DDFG, Inc | 0.12% | Reduce -0.5% | 1,963 | $548K |
| Bishop & Co Investment Management, LLC | 0.18% | No change | 1,952 | $545K |
| FDx Advisors, Inc. | 0.28% | Reduce -0.6% | 1,949 | $544K |
| Meeder Advisory Services, Inc. | 0.02% | Add +2.3% | 1,928 | $538K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | Add +35.4% | 1,903 | $531K |
| MCF Advisors LLC | 0.03% | Add +6.6% | 1,899 | $530K |
| Evergreen Capital Management LLC | 0.01% | Add +47.1% | 1,874 | $523K |
| F/m Investments LLC | 0.02% | No change | 1,862 | $520K |
| Meridian Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,855 | $518K |
| AssuredPartners Investment Advisors, LLC | 0.08% | New | 1,851 | $517K |
| J Hagan Capital, Inc. | 0.29% | Reduce -72.9% | 1,849 | $516K |
| HUB Investment Partners, LLC | 0.01% | No change | 1,847 | $516K |
| Willner & Heller, LLC | 0.37% | Reduce -10.5% | 1,846 | $515K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,840 | $514K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.3% | 1,835 | $512K |
| Howard Capital Management, LLC | 0.01% | New | 1,828 | $510K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -5.9% | 1,828 | $510K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.21% | Add +0.1% | 1,826 | $510K |
| Triton Wealth Management, PLLC | 0.19% | Reduce -0.1% | 1,873 | $508K |
| Financial Freedom, LLC | 0.25% | Add +0.1% | 1,820 | $508K |
| Sovereign Financial Group, Inc. | 0.09% | Add +0.1% | 1,812 | $506K |
| Archford Capital Strategies, LLC | 0.06% | No change | 1,804 | $504K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -3.6% | 1,748 | $500K |
| Passive Capital Management, LLC. | 0.16% | No change | 1,789 | $499K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.2% | 1,787 | $499K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.7% | 1,776 | $496K |
| StoneX Group Inc. | 0.02% | Reduce -55.6% | 1,763 | $493K |
| Wealthspan Partners, LLC | 0.18% | Reduce -4.7% | 1,760 | $491K |
| JFS Wealth Advisors, LLC | 0.03% | Add +26.1% | 1,757 | $490K |
| Ledyard National Bank | 0.04% | Reduce -2.9% | 1,751 | $489K |
| Old North State Wealth Management, LLC | 0.23% | Reduce -0.8% | 1,746 | $488K |
| Kennicott Capital Management LLC | 0.24% | No change | 1,739 | $485K |
| Townsend Asset Management Corp. /NC/ | 0.17% | Reduce -0.5% | 1,731 | $483K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -70.1% | 1,730 | $483K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -2.9% | 1,729 | $483K |
| Dearborn Partners LLC | 0.02% | No change | 1,721 | $480K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +54.9% | 1,702 | $475K |
| Curi Capital, LLC | 0.01% | Reduce -10.6% | 1,689 | $471K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 1,688 | $471K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -0.9% | 1,682 | $470K |
| Everstar Asset Management, LLC | 0.25% | No change | 1,670 | $466K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.2% | 1,662 | $464K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,651 | $461K |
| GEN Financial Management, INC. | 0.29% | No change | 1,640 | $458K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -69.3% | 1,628 | $454K |
| Tectonic Advisors LLC | 0.02% | Add +17.3% | 1,595 | $445K |
| Pacific Sun Financial Corp | 0.21% | No change | 1,590 | $444K |
| Medallion Wealth Advisors, LLC | 0.15% | Reduce -13.8% | 1,576 | $443K |
| RFG Advisory, LLC | 0.01% | Add +6.8% | 1,587 | $443K |
| Private Trust Co. NA | 0.04% | Reduce -3.9% | 1,585 | $442K |
| Beacon Financial Group | 0.04% | Reduce -0.6% | 1,566 | $437K |
| KLCM Advisors, Inc. | 0.04% | New | 1,564 | $437K |
| Integrated Advisors Network LLC | 0.02% | No change | 1,559 | $435K |
| Wrapmanager Inc. | 0.15% | Reduce -23.8% | 1,556 | $434K |
| 49 Wealth Management, LLC | 0.04% | Add +2.6% | 1,544 | $431K |
| North Star Asset Management Inc. | 0.02% | No change | 1,544 | $431K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 1,543 | $431K |
| Capital Insight Partners, LLC | 0.09% | New | 1,532 | $428K |
| Creekside Partners | 0.18% | Add +0.3% | 1,511 | $422K |
| Perryman Financial Advisory Inc. | 0.06% | — | 1,504 | $420K |
| BLB&B Advisors, LLC | 0.02% | Add +22.0% | 1,504 | $420K |
| Valmark Advisers, Inc. | 0.01% | Add +81.1% | 1,503 | $420K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,500 | $419K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $419K |
| RFG Holdings, Inc. | 0.10% | Add +0.3% | 1,494 | $417K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 1,488 | $415K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,488 | $415K |
| Moller Wealth Partners | 0.09% | Reduce -54.8% | 1,482 | $414K |
| Madison Park Capital Advisors, LLC | 0.34% | Add +0.3% | 1,481 | $413K |
| Morton Brown Family Wealth, LLC | 0.11% | Reduce -15.8% | 1,480 | $413K |
| Lake Street Private Wealth, LLC | 0.05% | No change | 1,478 | $413K |
| Acropolis Investment Management, LLC | 0.02% | Add +3.6% | 1,475 | $412K |
| Centaurus Financial, Inc. | 0.02% | Reduce -7.2% | 1,467 | $410K |
| Intelligence Driven Advisers, LLC | 0.06% | Reduce -2.9% | 1,466 | $409K |
| Copia Wealth Management | 0.29% | Reduce -0.8% | 1,432 | $400K |
| Freedom Investment Management, Inc. | 0.12% | Reduce -43.7% | 1,430 | $399K |
| D. E. Shaw & Co. | 0.00% | No change | 1,424 | $397K |
| Greenspring Advisors, LLC | 0.02% | New | 1,391 | $388K |
| Paulson Wealth Management Inc. | 0.09% | Reduce -28.4% | 1,387 | $387K |
| Noble Wealth Management PBC | 0.19% | No change | 1,375 | $384K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.0% | 1,351 | $381K |
| International Assets Investment Management, LLC | 0.03% | New | 1,358 | $379K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 1,356 | $379K |
| Lodestone Wealth Management LLC | 0.15% | Add +1.9% | 1,356 | $379K |
| Kovack Advisors, Inc. | 0.02% | New | 1,355 | $378K |
| Haverford Trust Co | 0.00% | No change | 1,339 | $374K |
| Sara-Bay Financial | 0.11% | Add +16.1% | 1,313 | $370K |
| Chapin Davis, Inc. | 0.09% | No change | 1,321 | $369K |
| Parsons Capital Management Inc. | 0.02% | Add +0.4% | 1,316 | $367K |
| Partners in Financial Planning | 0.06% | Reduce -4.8% | 1,313 | $367K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -4.7% | 1,310 | $366K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -6.4% | 1,310 | $366K |
| Patten Group, Inc. | 0.07% | Reduce -13.9% | 1,300 | $363K |
| M&T Bank Corp | 0.00% | Add +29.5% | 1,296 | $362K |
| TD Private Client Wealth LLC | 0.01% | Reduce -8.6% | 1,295 | $361K |
| Continuum Advisory, LLC | 0.04% | Add +11.2% | 1,293 | $361K |
| Wealthspire Retirement, LLC | 0.02% | Add +2.7% | 1,293 | $361K |
| Mission Wealth Management, LP | 0.01% | Reduce -37.5% | 1,292 | $361K |
| Klingman & Associates, LLC | 0.02% | No change | 1,288 | $360K |
| AIMZ Investment Advisors, LLC | 0.10% | New | 1,285 | $359K |
| Caldwell Trust Co | 0.03% | Add +4.4% | 1,281 | $358K |
| Calton & Associates, Inc. | 0.05% | No change | 1,278 | $357K |
| Pacific Excel Wealth Advisors, Inc. | 0.66% | — | 1,253 | $350K |
| HSBC Holdings PLC | 0.00% | New | 1,252 | $349K |
| Duncan Williams Asset Management, LLC | 0.09% | Add +0.3% | 1,287 | $349K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -82.7% | 1,249 | $349K |
| Wells Financial Advisors INC | 0.66% | Reduce -7.1% | 1,246 | $348K |
| Jackson, Grant Investment Advisers, Inc. | 0.11% | Reduce -9.0% | 1,242 | $347K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $346K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +12.1% | 1,219 | $340K |
| Blalock Williams, LLC | 0.27% | Reduce -25.3% | 1,218 | $340K |
| Summit Financial, LLC | 0.01% | New | 1,214 | $339K |
| QRG Capital Management, Inc. | 0.00% | Add +30.4% | 1,213 | $339K |
| New Hampshire Trust | 0.07% | No change | 1,212 | $338K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 1,200 | $335K |
| Balboa Wealth Partners | 0.06% | Reduce -53.6% | 1,197 | $334K |
| LWM Advisors Inc. | 0.29% | No change | 1,182 | $330K |
| CM Wealth Advisors LLC | 0.07% | No change | 1,177 | $329K |
| Keyvantage Wealth, LLC | 0.14% | Reduce -6.8% | 1,176 | $328K |
| Culbertson A N & Co. Inc. | 0.04% | Reduce -0.4% | 1,175 | $328K |
| Howland Capital Management LLC | 0.01% | No change | 1,175 | $328K |
| Artesa Financial Group, LLC | 0.34% | — | 1,173 | $327K |
| Independent Solutions Wealth Management, LLC | 0.06% | No change | 1,172 | $327K |
| CDM Financial Counseling Services, Inc. | 0.30% | — | 1,145 | $320K |
| Scott Capital Advisors, LLC | 0.07% | No change | 1,144 | $319K |
| Refined Wealth Management | 0.21% | New | 1,143 | $319K |
| Taylor & Morgan Wealth Management, LLC | 0.18% | Add +5.2% | 1,143 | $319K |
| NWF Advisory Services Inc. | 0.04% | Reduce -11.2% | 1,140 | $318K |
| Fiduciary Trust Co | 0.00% | Reduce -5.3% | 1,131 | $316K |
| Florida Financial Advisors, LLC | 0.09% | Reduce -23.7% | 1,121 | $313K |
| Unique Wealth, LLC | 0.04% | Add +30.5% | 1,122 | $313K |
| Argent Advisors, Inc. | 0.09% | No change | 1,120 | $313K |
| Headland Capital, LLC | 0.09% | No change | 1,119 | $312K |
| GoalVest Advisory LLC | 0.06% | No change | 1,117 | $312K |
| American Trust | 0.03% | Reduce -3.4% | 1,116 | $312K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,111 | $310K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 1,111 | $310K |
| Auxano Advisors, LLC | 0.06% | Add +38.8% | 1,105 | $308K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,105 | $308K |
| MBL Wealth, LLC | 0.02% | Reduce -0.7% | 1,105 | $308K |
| PFG Investments, LLC | 0.01% | Add +3.5% | 1,099 | $307K |
| Argentarii, LLC | 0.10% | Reduce -7.3% | 1,096 | $306K |
| Soltis Investment Advisors LLC | 0.02% | Add +24.7% | 1,089 | $304K |
| Richardson Financial Services Inc. | 0.10% | Add +0.8% | 1,086 | $303K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 1,082 | $302K |
| L. Roy Papp & Associates, LLP | 0.03% | Reduce -51.0% | 1,077 | $301K |
| Orleans Capital Management Corp. | 0.19% | Reduce -6.5% | 1,075 | $300K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +12.5% | 1,074 | $300K |
| Simplicity Wealth,LLC | 0.02% | Reduce -36.6% | 1,074 | $300K |
| Snider Financial Group | 0.08% | Reduce -5.6% | 1,061 | $296K |
| Smith, Moore & Co. | 0.02% | Add +4.0% | 1,050 | $293K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.7% | 1,047 | $292K |
| Kendall Capital Management | 0.06% | No change | 1,041 | $291K |
| Larson Financial Group LLC | 0.01% | Add +25.9% | 1,037 | $289K |
| CPA Asset Management Group, LLC | 0.10% | No change | 1,032 | $288K |
| MOR Wealth Management, LLC | 0.13% | — | 1,032 | $288K |
| Stage Harbor Financial, LLC | 0.19% | No change | 1,015 | $283K |
| Redmond Asset Management, LLC | 0.07% | No change | 1,013 | $283K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,012 | $283K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $281K |
| Beacon Financial Advisory LLC | 0.07% | New | 1,007 | $281K |
| City State Bank | 0.08% | No change | 1,002 | $280K |
| S.A. Mason LLC | 0.11% | No change | 1,000 | $279K |
| William Mack & Associates, Inc. | 0.13% | No change | 999 | $279K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 997 | $278K |
| Long Island Wealth Management, Inc. | 0.13% | No change | 996 | $278K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.2% | 1,022 | $276K |
| Accredited Investors Inc. | 0.01% | No change | 982 | $274K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 981 | $274K |
| Forum Financial Management, LP | 0.00% | No change | 980 | $274K |
| Waters Parkerson & Co., LLC | 0.01% | New | 976 | $272K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $272K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 979 | $270K |
| Sicart Associates LLC | 0.07% | No change | 965 | $269K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 960 | $268K |
| Daviman Financial, LLC | 0.16% | — | 955 | $267K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | Reduce -0.5% | 947 | $264K |
| Legacy Wealth Managment, LLC | 0.13% | Add +2102.3% | 947 | $264K |
| Strategic Blueprint, LLC | 0.02% | Add +3.3% | 944 | $263K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $261K |
| Evanson Asset Management, LLC | 0.01% | Add +0.2% | 934 | $261K |
| BankPlus Trust Department | 0.07% | No change | 928 | $259K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 928 | $259K |
| Root Financial Partners, LLC | 0.01% | Reduce -29.1% | 926 | $258K |
| Yeomans Consulting Group, Inc. | 0.08% | No change | 925 | $258K |
| Key Financial Inc | 0.05% | Add +3.6% | 923 | $258K |
| Oldfather Financial Services, LLC | 0.08% | No change | 921 | $257K |
| Synergy Asset Management, LLC | 0.03% | Reduce -70.2% | 921 | $257K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $257K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | Add +0.1% | 918 | $256K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $256K |
| Sterling Capital Management LLC | 0.00% | Add +49.4% | 910 | $254K |
| First National Bank of Omaha | 0.01% | New | 900 | $254K |
| Diversify Advisory Services, LLC | 0.01% | Add +4.8% | 882 | $252K |
| Element Wealth, LLC | 0.10% | No change | 901 | $252K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 901 | $252K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $251K |
| Shade Tree Advisors LLC | 0.19% | New | 898 | $251K |
| Welch Group, LLC | 0.01% | No change | 893 | $249K |
| Clarity Capital Advisors, LLC | 0.12% | No change | 889 | $248K |
| Balefire, LLC | 0.05% | Reduce -29.8% | 889 | $248K |
| Greenleaf Trust | 0.00% | New | 889 | $248K |
| Dopkins Wealth Management, LLC | 0.10% | No change | 884 | $247K |
| Investment Advisory Group, LLC | 0.06% | Reduce -0.3% | 882 | $246K |
| Blackston Financial Advisory Group, LLC | 0.15% | Add +1.9% | 880 | $246K |
| Allred Capital Management, LLC | 0.09% | Add +0.2% | 876 | $245K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +4.5% | 878 | $245K |
| Orion Capital Management LLC | 0.08% | Add +0.3% | 870 | $243K |
| AMG National Trust Bank | 0.01% | No change | 868 | $242K |
| Mayfair Advisory Group, LLC | 0.09% | Reduce -4.4% | 856 | $241K |
| Segment Wealth Management, LLC | 0.01% | No change | 860 | $240K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -17.8% | 859 | $240K |
| October Effect Ltd | 0.26% | No change | 856 | $239K |
| Pinnacle Associates Ltd. | 0.00% | New | 850 | $237K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -70.1% | 841 | $235K |
| Apella Capital, LLC | 0.00% | New | 841 | $235K |
| Odyssey Capital Advisors, Inc. | 0.21% | — | 840 | $234K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -45.0% | 838 | $234K |
| Syntax Research, Inc. | 0.14% | No change | 837 | $234K |
| Signaturefd, LLC | 0.00% | No change | 834 | $233K |
| Courier Capital LLC | 0.01% | Reduce -3.8% | 826 | $231K |
| CRA Financial Services, LLC | 0.03% | No change | 824 | $230K |
| SkyOak Wealth, LLC | 0.04% | No change | 817 | $228K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.7% | 809 | $226K |
| Evolve Private Wealth, LLC | 0.01% | — | 808 | $226K |
| Florida Trust Wealth Management Co | 0.01% | No change | 803 | $224K |
| Monument Group Wealth Advisors, LLC | 0.12% | Add +16.2% | 802 | $224K |
| Park Place Capital Corp | 0.05% | Add +0.4% | 803 | $224K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $223K |
| Colony Family Offices, LLC | 0.06% | No change | 799 | $223K |
| Capital Investment Advisors, LLC | 0.00% | Add +11.8% | 798 | $223K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 796 | $222K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | No change | 795 | $222K |
| Gen-Wealth Partners Inc | 0.07% | No change | 794 | $222K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -0.6% | 793 | $221K |
| LeConte Wealth Management, LLC | 0.14% | Reduce -5.4% | 793 | $221K |
| Planned Solutions, Inc. | 0.07% | No change | 793 | $221K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -9.6% | 793 | $221K |
| New Insight Wealth Advisors | 0.08% | Reduce -18.6% | 791 | $221K |
| Earned Wealth Advisors, LLC | 0.02% | New | 786 | $219K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -62.8% | 784 | $219K |
| Capital Advisory Group Advisory Services, LLC | 0.06% | Add +12.2% | 780 | $218K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 779 | $217K |
| Claris Financial LLC | 0.12% | Add +0.1% | 776 | $217K |
| Financial Perspectives, Inc | 0.06% | No change | 770 | $215K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 767 | $214K |
| Griffin Asset Management, Inc. | 0.02% | No change | 764 | $213K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 751 | $210K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 750 | $209K |
| Advisory Advocates, LLC | 0.21% | — | 749 | $209K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 747 | $209K |
| Bank of New Hampshire | 0.05% | No change | 745 | $208K |
| Manske Wealth Management | 0.06% | Add +0.1% | 743 | $207K |
| Brown Miller Wealth Management, LLC | 0.06% | Reduce -4.5% | 743 | $207K |
| Westbourne Investment Advisors, Inc. | 0.06% | No change | 741 | $207K |
| Elm3 Financial Group, LLC | 0.17% | New | 740 | $207K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.6% | 739 | $206K |
| United Advisor Group, LLC | 0.03% | Reduce -4.4% | 737 | $206K |
| SWP Financial LLC | 0.10% | No change | 734 | $205K |
| Nicholas Hoffman & Company, LLC. | 0.00% | No change | 732 | $204K |
| Verity Asset Management, Inc. | 0.09% | Add +5.7% | 728 | $203K |
| Fulton Bank, N.A. | 0.01% | No change | 724 | $202K |
| Ellerson Group Inc. | 0.14% | Reduce -59.3% | 720 | $201K |
| Sunrise Financial Services, LLC | 0.15% | — | 706 | $197K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 700 | $195K |
| Archer Investment Corp | 0.04% | No change | 693 | $193K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.4% | 692 | $193K |
| Legacy Bridge, LLC | 0.07% | No change | 656 | $183K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 635 | $177K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 615 | $172K |
| LRI Investments, LLC | 0.01% | No change | 615 | $172K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 608 | $170K |
| Cordant, Inc. | 0.07% | No change | 604 | $169K |
| Holos Integrated Wealth LLC | 0.09% | No change | 597 | $168K |
| Matrix Private Capital Group LLC | 0.09% | No change | 601 | $168K |
| SouthState Bank Corp | 0.01% | No change | 590 | $165K |
| Tradewinds Capital Management, LLC | 0.03% | Add +570.1% | 583 | $163K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.2% | 558 | $156K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 547 | $153K |
| AlphaCore Capital LLC | 0.00% | Add +134.1% | 529 | $148K |
| Horizon Financial Services, LLC | 0.07% | Add +16.6% | 521 | $145K |
| FWL Investment Management, LLC | 0.03% | No change | 518 | $145K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $142K |
| Grove Bank & Trust | 0.02% | No change | 500 | $140K |
| Monetary Solutions, Ltd | 0.14% | — | 497 | $139K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.2% | 487 | $136K |
| Olistico Wealth, LLC | 0.06% | New | 475 | $133K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 473 | $132K |
| Trust Co. of Toledo NA | 0.01% | No change | 464 | $130K |
| Crewe Advisors LLC | 0.01% | No change | 458 | $128K |
| Concord Wealth Partners | 0.02% | Add +205.3% | 458 | $128K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.1% | 455 | $127K |
| Bangor Savings Bank | 0.01% | No change | 440 | $123K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 412 | $115K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Reduce -0.7% | 408 | $114K |
| Wagner Wealth Management, LLC | 0.02% | No change | 408 | $114K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 399 | $111K |
| Private Wealth Asset Management, LLC | 0.01% | Add +0.3% | 394 | $110K |
| Rialto Wealth Management, LLC | 0.03% | No change | 383 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 380 | $106K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $103K |
| MV Capital Management, Inc. | 0.01% | Reduce -7.4% | 362 | $101K |
| Align Financial, LLC | 0.06% | — | 96,582 | $97K |
| Beacon Financial Strategies CORP | 0.05% | New | 338 | $94K |
| Hughes Financial Services, LLC | 0.01% | Reduce -29.8% | 334 | $93K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $93K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $92K |
| Cornerstone Financial Management LLC | 0.08% | — | 307 | $86K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 302 | $84K |
| Peck Wealth Management, LLC | 0.08% | No change | 300 | $84K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 293 | $82K |
| St Germain D J Co. Inc. | 0.00% | No change | 289 | $81K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -50.3% | 282 | $79K |
| Eastern Bank | 0.00% | Add +87.4% | 283 | $79K |
| Rossby Financial, LCC | 0.02% | Add +9.1% | 275 | $77K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 275 | $77K |
| Bullock Wealth Management Group | 0.04% | — | 269 | $75K |
| Fairman Group, LLC | 0.06% | Add +68.5% | 268 | $75K |
| 2UniFi Bank | 0.04% | No change | 267 | $75K |
| Lanark Financial, Inc. | 0.01% | Add +224.4% | 266 | $74K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 259 | $72K |
| Clean Yield Group | 0.02% | No change | 254 | $71K |
| Balentine LLC | 0.00% | No change | 253 | $71K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -93.4% | 252 | $70K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $70K |
| Bogart Wealth, LLC | 0.00% | No change | 248 | $69K |
| Modus Advisors, LLC | 0.02% | New | 242 | $68K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +34.1% | 240 | $67K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 238 | $66K |
| Evermay Wealth Management LLC | 0.01% | Reduce -27.2% | 230 | $64K |
| Angeles Wealth Management, LLC | 0.00% | No change | 225 | $63K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $63K |
| Motiv8 Investments LLC | 0.03% | New | 220 | $61K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $59K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Add +0.5% | 208 | $58K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.3% | 206 | $58K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 200 | $56K |
| Elevated Capital Advisors, LLC | 0.01% | New | 200 | $56K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 200 | $56K |
| Horizons Wealth Management | 0.04% | No change | 195 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -8.0% | 185 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $52K |
| Winch Advisory Services, LLC | 0.01% | Add +15.6% | 185 | $52K |
| Birchbrook, Inc. | 0.03% | New | 181 | $51K |
| Eukles Asset Management | 0.02% | No change | 181 | $51K |
| GAMMA Investing LLC | 0.00% | No change | 178 | $50K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 173 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -19.2% | 173 | $48K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 170 | $48K |
| Abound Wealth Management | 0.01% | Add +1.8% | 170 | $47K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $47K |
| Entrust Financial LLC | 0.03% | — | 165 | $46K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $46K |
| Franklin Resources Inc. | 0.00% | Add +18.9% | 157 | $44K |
| Caitlin John, LLC | 0.03% | No change | 156 | $44K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $42K |
| Rossmore Private Capital | 0.00% | No change | 150 | $42K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 141 | $39K |
| Heritage Wealth Advisors | 0.00% | No change | 138 | $39K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | New | 136 | $38K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -10.1% | 134 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $34K |
| EPG Wealth Management LLC | 0.01% | Reduce -6.3% | 119 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $33K |
| Johnson Financial Group, Inc. | 0.00% | No change | 113 | $32K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $31K |
| Founders Capital Management | 0.02% | No change | 110 | $31K |
| Alexis Investment Partners, LLC | 0.01% | No change | 109 | $30K |
| Blue Trust, Inc. | 0.00% | Reduce -7.6% | 109 | $30K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 105 | $29K |
| Pinney & Scofield, Inc. | 0.02% | No change | 102 | $28K |
| Kentucky Trust Co | 0.01% | No change | 100 | $28K |
| Dagco, Inc. | 0.01% | New | 100 | $28K |
| Deutsche Bank AG | 0.00% | Reduce -12.6% | 97 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 95 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 91 | $25K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -28.4% | 91 | $25K |
| Field & Main Bank | 0.01% | No change | 90 | $25K |
| Financial Consulate, Inc. | 0.00% | No change | 89 | $25K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | New | 88 | $24K |
| Navalign, LLC | 0.01% | New | 82 | $23K |
| IMG Wealth Management, Inc. | 0.01% | New | 81 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 78 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.0% | 76 | $22K |
| Grand Wealth Management, LLC | 0.01% | New | 71 | $20K |
| American Wealth Advisors, LLC | 0.02% | Add +1.4% | 70 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Reduce -44.4% | 69 | $19K |
| Strive Financial Group ,LLC | 0.01% | — | 68 | $19K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -8.1% | 68 | $19K |
| VSM Wealth Advisory, LLC | 0.01% | Add +500.0% | 60 | $17K |
| Robinswood Financial LLC | 0.01% | No change | 58 | $16K |
| Pacific Center for Financial Services | 0.00% | No change | 55 | $16K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $16K |
| United Financial Planning Group LLC | 0.01% | New | 56 | $16K |
| Independence Bank of Kentucky | 0.00% | No change | 55 | $15K |
| Howe & Rusling Inc. | 0.00% | No change | 50 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 48 | $14K |
| Nemes Rush Group LLC | 0.00% | New | 48 | $13K |
| Triumph Capital Management | 0.00% | New | 46 | $13K |
| Planning Project LLC | 0.00% | — | 45 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 44 | $12K |
| SHP Wealth Management | 0.00% | — | 43 | $12K |
| Signature Equity Partners, LLC | 0.01% | — | 42 | $12K |
| Avalon Trust Co | 0.00% | No change | 37 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 37 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | New | 37 | $10K |
| Optima Capital LLC | 0.00% | New | 37 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -22.9% | 37 | $10K |
| HFM Investment Advisors, LLC | 0.00% | New | 35 | $10K |
| Kelleher Financial Advisors | 0.00% | No change | 35 | $10K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 35 | $10K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $9K |
| Godsey & Gibb, Inc. | 0.00% | New | 34 | $9K |
| Maseco LLP | 0.00% | New | 33 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 33 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $9K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 30 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 28 | $8K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 28 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $8K |
| Ballast Advisors LLC | 0.00% | New | 26 | $7K |
| ORG Partners LLC | 0.00% | Reduce -60.9% | 25 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $7K |
| Salomon & Ludwin, LLC | 0.00% | New | 23 | $7K |
| Jessup Wealth Management, Inc | 0.00% | New | 22 | $6K |
| Davis Capital Management | 0.00% | Reduce -31.0% | 20 | $6K |
| Atwood & Palmer Inc. | 0.00% | No change | 20 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 15 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 15 | $4K |
| Go Invest LLC | 0.00% | — | 14 | $4K |
| First Financial Corp. | 0.00% | No change | 13 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 7 | $2K |
| Sound Financial Strategies Group, LLC | 0.00% | Add +40.0% | 7 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 5 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 5 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 5 | $1K |
| Capital Investment Counsel, Inc | 0.00% | New | 5 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 4 | $1K |
| LM Advisors LLC | 0.00% | Reduce -72.1% | 321 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $1K |
| IAG Wealth Partners, LLC | 0.00% | New | 4 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $559 |
| MidFirst Bank | 0.00% | — | 2 | $558 |
"% 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.