Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q1 2026 (March 31)1,060holders −18
65new positions
80sold out
5famous investors
$256.07avg. 13F price*
At the end of Q1 2026, 1,060 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, down 18 from Q4 2025. 65 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($767.4M), Bank of America Corp. ($555.3M) and Assetmark, Inc. ($551.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2026)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $68.9M |
| Exits | 80 | $64.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,125,167 shares bought and 2,309,879 shares sold, net −184,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,060 holders
| Morgan Stanley | 0.05% | Add +0.3% | 2,981,930 | $767.4M |
| Bank of America Corp. | 0.04% | Add +2.6% | 2,157,636 | $555.3M |
| Assetmark, Inc. | 1.12% | Reduce -3.5% | 2,141,628 | $551.1M |
| Wells Fargo & Company | 0.09% | Add +3.7% | 1,674,562 | $430.9M |
| EP Wealth Advisors, LLC | 1.96% | Add +10.4% | 1,551,126 | $399.2M |
| Royal Bank of Canada | 0.06% | Reduce -27.8% | 1,282,983 | $330.2M |
| UBS Group AG | 0.05% | Add +5.6% | 1,119,923 | $288.2M |
| PNC Financial Services Group, Inc. | 0.17% | Add +1.0% | 1,114,697 | $286.9M |
| Truepoint, Inc. | 6.35% | Add +3.5% | 1,105,967 | $284.6M |
| Vantagepoint Investment Advisers LLC | 2.27% | Add +5.9% | 1,042,640 | $268.3M |
| Jones Financial Companies LLLP | 0.13% | Add +17.4% | 1,036,302 | $261.6M |
| LPL Financial LLC | 0.06% | Add +2.8% | 900,988 | $231.9M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -3.4% | 871,783 | $224.4M |
| Moneta Group Investment Advisors LLC | 1.39% | Add +6.7% | 717,522 | $184.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.3% | 711,923 | $183.2M |
| Stephens Group Asset Management, LLC | 10.83% | Add +45.2% | 660,319 | $169.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.9% | 544,506 | $140.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.54% | — | 541,051 | $139.2M |
| Stifel Financial Corp. | 0.12% | Add +1.9% | 513,751 | $132.2M |
| Avior Wealth Management, LLC | 2.61% | Add +2.4% | 357,505 | $92.0M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -22.7% | 328,146 | $84.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.0% | 345,762 | $83.1M |
| Truist Financial Corp. | 0.10% | Reduce -1.6% | 277,422 | $71.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -16.8% | 276,854 | $71.2M |
| Busey Bank | 1.90% | Add +13.3% | 272,682 | $70.2M |
| FMR LLC | 0.00% | Add +0.7% | 251,952 | $64.8M |
| Waverly Advisors, LLC | 0.46% | Reduce -3.4% | 240,640 | $61.9M |
| Orgel Wealth Management, LLC | 1.21% | Add +1.8% | 219,081 | $56.4M |
| McAdam, LLC | 2.42% | Add +2.7% | 208,751 | $53.7M |
| Cetera Investment Advisers | 0.06% | Reduce -8.2% | 206,140 | $53.1M |
| US Bancorp \de | 0.06% | Add +10.4% | 201,988 | $52.0M |
| Private Advisor Group, LLC | 0.23% | Add +7.2% | 194,570 | $50.1M |
| CIBC Bancorp USA Inc. | 0.07% | — | 191,261 | $49.2M |
| Osaic Holdings, Inc. | 0.07% | Add +16.4% | 184,290 | $47.5M |
| Mariner, LLC | 0.05% | Add +0.3% | 170,872 | $44.0M |
| 1832 Asset Management L.P. | 0.06% | Add +9.4% | 167,203 | $43.0M |
| Trust Co | 3.85% | Add +3.4% | 159,559 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 163,981 | $40.9M |
| Kestra Advisory Services, LLC | 0.15% | Add +8.3% | 155,125 | $39.9M |
| MML Investors Services, LLC | 0.11% | Reduce -4.4% | 154,306 | $39.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -6.5% | 150,796 | $38.8M |
| Kwmg, LLC | 3.06% | Add +3.4% | 142,518 | $36.7M |
| NewEdge Advisors, LLC | 0.13% | Reduce -2.2% | 142,000 | $36.5M |
| Creative Planning | 0.02% | Add +2.4% | 141,817 | $36.5M |
| Farther Finance Advisors, LLC | 0.34% | Add +35.9% | 137,840 | $35.9M |
| Benjamin Edwards Inc. | 0.33% | Add +13.5% | 129,031 | $33.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.3% | 127,826 | $32.9M |
| Cwm, LLC | 0.08% | Reduce -8.3% | 120,960 | $31.1M |
| Bragg Financial Advisors, Inc | 0.92% | Add +4.0% | 113,184 | $29.1M |
| Sharp Wealth Advisory, LLC | 14.24% | New | 112,085 | $28.8M |
| Cary Street Partners Financial LLC | 0.68% | Add +12.0% | 106,626 | $27.4M |
| Rodgers & Associates, LTD | 2.78% | Add +9.2% | 106,271 | $27.3M |
| Wilmington Savings Fund Society, FSB | 0.64% | Reduce -9.7% | 104,525 | $26.9M |
| Cassaday & Co Wealth Management LLC | 0.57% | Reduce -0.3% | 104,402 | $26.9M |
| Presilium Private Wealth, LLC | 4.74% | Add +11.6% | 104,402 | $26.9M |
| WoodTrust Financial Corp | 3.28% | Reduce -9.6% | 98,569 | $25.4M |
| BHK Investment Advisors, LLC | 8.41% | Add +1.7% | 97,828 | $25.2M |
| Dakota Wealth Management | 0.54% | Add +5.5% | 97,686 | $25.1M |
| Adventist Health System/ West | 4.42% | No change | 96,768 | $24.9M |
| Bryn Mawr Trust Advisors, LLC | 1.18% | Reduce -7.8% | 94,823 | $24.4M |
| Associated Banc-Corp | 0.63% | Add +15.6% | 92,668 | $23.8M |
| Betterment LLC | 0.04% | Add +4.8% | 90,629 | $23.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -40.7% | 88,835 | $23.2M |
| Axiom Financial Strategies, LLC | 8.10% | Add +77.8% | 89,466 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +22.9% | 88,735 | $22.8M |
| Praetorian Wealth Management, Inc. | 4.34% | Add +1.4% | 84,223 | $22.8M |
| Aire Advisors, LLC | 4.16% | Add +1.5% | 88,407 | $22.8M |
| Fifth Third Bancorp | 0.04% | Add +72.1% | 88,364 | $22.7M |
| Natixis Advisors, LLC | 0.03% | Add +3.7% | 85,868 | $22.1M |
| Glenview Trust Co | 0.34% | Reduce -20.3% | 84,910 | $21.9M |
| Black Diamond Financial, LLC | 2.33% | Reduce -0.6% | 82,972 | $21.4M |
| Corient Private Wealth LP | 0.03% | Add +1.6% | 80,285 | $20.6M |
| MAI Capital Management | 0.11% | Add +2.3% | 77,094 | $19.8M |
| IFP Advisors, Inc | 0.41% | Add +16.7% | 76,163 | $19.6M |
| Inspirion Wealth Advisors, LLC | 2.37% | Add +88.0% | 73,754 | $19.0M |
| &partners | 0.09% | Add +13.4% | 73,021 | $18.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +9.8% | 67,409 | $17.3M |
| Condor Capital Management | 1.41% | Reduce -8.2% | 65,576 | $16.9M |
| HRC Wealth Management, LLC | 7.76% | Add +93.5% | 63,850 | $16.4M |
| Pinnacle Financial Partners, Inc. | 0.12% | Reduce -1.1% | 63,230 | $16.3M |
| Focus Partners Wealth | 0.02% | Add +1.6% | 63,194 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Add +8.0% | 62,560 | $16.1M |
| Marion Wealth Management | 3.45% | Add +8.5% | 60,378 | $15.5M |
| Strategic Investment Advisors / MI | 1.06% | Add +25.4% | 59,617 | $15.4M |
| Independent Financial Group, LLC | 0.33% | Add +0.9% | 57,328 | $14.8M |
| Opes Wealth Management LLC | 2.48% | Add +2.0% | 56,473 | $14.5M |
| Greenup Street Wealth Management LLC | 2.03% | Add +165.2% | 55,915 | $14.4M |
| Wealthspire Advisors, LLC | 0.11% | Add +6.3% | 55,806 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.2% | 54,919 | $14.1M |
| Commerce Bank | 0.07% | Add +9.1% | 53,970 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.8% | 53,945 | $13.9M |
| Clayton Financial Group LLC | 6.95% | Add +2.8% | 52,570 | $13.5M |
| Meramec Financial Planners, LLC | 5.31% | Reduce -3.5% | 46,851 | $13.4M |
| Blair William & Co. | 0.04% | Reduce -21.6% | 51,579 | $13.3M |
| Payne Capital Management, LLC | 3.96% | Add +2.6% | 50,864 | $13.1M |
| Advisory Alpha, LLC | 0.35% | Add +7.5% | 49,979 | $12.9M |
| Roberts Financial Services LLC | 4.06% | Reduce -16.2% | 49,565 | $12.8M |
| D.A. Davidson & Co. | 0.08% | Add +11.3% | 49,552 | $12.8M |
| Arvest Investments, Inc. | 1.68% | Add +9.4% | 47,883 | $12.3M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Add +0.9% | 46,951 | $12.1M |
| Compton Wealth Advisory Group, LLC | 2.69% | Add +1.2% | 46,341 | $12.1M |
| First Horizon Corp. | 0.50% | Add +2.7% | 46,776 | $12.0M |
| Midwest Trust Co | 0.15% | Add +4.9% | 46,473 | $12.0M |
| GHP Investment Advisors, Inc. | 0.49% | Add +0.8% | 45,961 | $11.8M |
| Old National Bancorp | 0.20% | Add +41.7% | 45,861 | $11.8M |
| Avantax Planning Partners, Inc. | 0.32% | Reduce -0.2% | 45,734 | $11.8M |
| Cerity Partners LLC | 0.02% | Add +42.8% | 45,227 | $11.7M |
| Davis Investment Partners, LLC | 4.06% | Reduce -6.4% | 44,635 | $11.5M |
| NorthStar Asset Management LLC | 5.49% | Add +4.0% | 44,134 | $11.4M |
| Everhart Financial Group, Inc. | 0.97% | Add +65.6% | 44,070 | $11.3M |
| Allworth Financial LP | 0.05% | Add +1.1% | 44,050 | $11.3M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 43,858 | $11.3M |
| Belpointe Asset Management LLC | 0.41% | Reduce -7.5% | 43,411 | $11.2M |
| Regimen Wealth, LLC | 3.15% | Add +9.7% | 41,924 | $10.8M |
| NewEdge Wealth, LLC | 0.13% | Add +15.3% | 41,639 | $10.7M |
| Eagle Strategies LLC | 1.27% | Reduce -29.1% | 41,344 | $10.6M |
| Bokf, NA | 0.16% | Reduce -3.2% | 41,222 | $10.6M |
| Wolff Financial Management LLC | 2.34% | Add +1.0% | 41,083 | $10.6M |
| Inspire Trust Co, N.A. | 1.61% | Add +11.0% | 40,500 | $10.4M |
| Sound Income Strategies, LLC | 0.50% | Add +22.8% | 39,759 | $10.4M |
| Gladwyn Financial Advisors, Inc. | 7.12% | Add +12.6% | 39,783 | $10.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Add +8.0% | 38,802 | $10.0M |
| LMCG Investments, LLC | 0.59% | Reduce -10.0% | 38,687 | $10.0M |
| Addison Advisors LLC | 2.20% | Add +3.7% | 38,663 | $9.9M |
| Fusion Capital, LLC | 2.67% | Add +15.8% | 38,409 | $9.9M |
| Marietta Wealth Management, LLC | 1.16% | Add +4.7% | 37,873 | $9.7M |
| Sage Financial Group Inc. | 0.62% | Add +2.3% | 37,115 | $9.6M |
| RTD Financial Advisors, Inc. | 1.17% | Add +5.1% | 36,928 | $9.5M |
| Connecticut Wealth Management, LLC | 0.39% | Reduce -5.1% | 36,476 | $9.4M |
| Equitable Holdings, Inc. | 0.06% | Add +5.9% | 197,788 | $8.8M |
| Capital Analysts, LLC | 0.23% | Add +54.2% | 33,913 | $8.7M |
| Prosperity Planning, Inc. | 3.09% | Add +3.0% | 33,365 | $8.6M |
| Bare Financial Services, Inc | 2.25% | Add +7.5% | 33,059 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +0.8% | 32,312 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -11.4% | 32,080 | $8.3M |
| Redwood Investment Management, LLC | 1.01% | Add +22.2% | 31,541 | $8.1M |
| NFSG Corp | 1.31% | Add +6.1% | 30,962 | $8.0M |
| Hapanowicz & Associates Financial Services, Inc | 3.12% | Add +3.5% | 30,511 | $7.9M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -3.0% | 29,980 | $7.7M |
| Harbor Investment Advisory, LLC | 0.61% | Add +19.8% | 29,886 | $7.7M |
| Junk Investment Group, LLC | 3.96% | — | 29,359 | $7.6M |
| SWAN Capital LLC | 2.76% | Reduce -8.8% | 29,164 | $7.5M |
| Ally Invest Advisors Inc. | 0.50% | Add +1.2% | 28,781 | $7.4M |
| Pittenger & Anderson Inc. | 0.29% | No change | 28,760 | $7.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.01% | Add +10.7% | 28,748 | $7.4M |
| Stephens Inc. | 0.09% | Add +16.3% | 28,643 | $7.4M |
| Regal Investment Advisors LLC | 0.42% | Add +6.0% | 28,451 | $7.3M |
| Operose Advisors LLC | 1.68% | Reduce -12.2% | 28,184 | $7.3M |
| Provident Wealth Management, LLC | 2.19% | Add +0.3% | 28,123 | $7.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -28.7% | 28,040 | $7.2M |
| 360 Financial, Inc. | 2.17% | Reduce -0.3% | 28,035 | $7.2M |
| Bank of Montreal | 0.00% | Reduce -5.2% | 27,810 | $7.2M |
| Leavell Investment Management, Inc. | 0.29% | Add +2.2% | 27,555 | $7.1M |
| MassMutual Private Wealth & Trust, FSB | 0.19% | Reduce -6.6% | 27,467 | $7.1M |
| First American Trust, FSB | 0.47% | Add +222.9% | 27,422 | $7.1M |
| Ascent Group, LLC | 0.24% | Reduce -2.3% | 26,798 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +3166.6% | 26,427 | $6.8M |
| JMG Financial Group, Ltd. | 0.18% | No change | 26,029 | $6.7M |
| Transamerica Financial Advisors, LLC | 0.57% | Reduce -10.8% | 25,969 | $6.7M |
| Texas Yale Capital Corp. | 0.19% | Reduce -5.0% | 25,543 | $6.6M |
| Fifth Third Securities, Inc. | 0.42% | Add +2.5% | 25,396 | $6.5M |
| Brown Advisory Inc. | 0.01% | Reduce -6.5% | 25,323 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +1.0% | 24,965 | $6.4M |
| Aufman Associates Inc | 3.12% | Add +0.2% | 24,677 | $6.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +7.0% | 24,480 | $6.3M |
| IVC Wealth Advisors LLC | 2.73% | Add +16.4% | 24,393 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.3% | 24,128 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 23,952 | $6.2M |
| Eclectic Associates Inc. | 0.81% | Add +24.9% | 23,853 | $6.1M |
| Highland Capital Management, LLC | 0.32% | Reduce -45.2% | 23,635 | $6.1M |
| Kieckhefer Group LLC | 2.86% | No change | 23,527 | $6.1M |
| Cranbrook Wealth Management, LLC | 1.23% | Add +0.4% | 23,451 | $6.0M |
| Aprio Wealth Management, LLC | 0.32% | Reduce -7.5% | 22,965 | $5.9M |
| HB Wealth Management, LLC | 0.04% | Reduce -5.1% | 22,668 | $5.8M |
| Zeit Capital LLC | 3.85% | Add +1.8% | 22,339 | $5.7M |
| HFG Advisors, Inc. | 4.04% | Add +3.9% | 22,292 | $5.7M |
| Genesis Private Wealth, LLC | 1.78% | Reduce -0.2% | 21,917 | $5.6M |
| Tenret Co LLC | 2.69% | Add +6.1% | 21,676 | $5.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.8% | 21,662 | $5.6M |
| Mosaic Family Wealth Partners, LLC | 0.57% | Add +12.2% | 21,654 | $5.6M |
| First United Bank & Trust | 1.80% | Add +16.3% | 21,521 | $5.5M |
| Integrity Alliance, Llc. | 0.21% | Add +1.5% | 21,101 | $5.4M |
| Arch Global Advisors, LLC | 2.83% | — | 21,064 | $5.4M |
| Perigon Wealth Management, LLC | 0.10% | Add +9.9% | 20,967 | $5.4M |
| Planning Directions Inc. | 2.69% | Add +2.8% | 20,690 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +13.4% | 20,689 | $5.3M |
| Asset Management Group, Inc. | 0.86% | Add +0.2% | 20,577 | $5.3M |
| Brookstone Capital Management | 0.06% | Add +118.0% | 20,532 | $5.3M |
| Waterford Advisors, LLC | 1.66% | Reduce -0.5% | 22,862 | $5.2M |
| SOA Wealth Advisors, LLC. | 0.97% | Reduce -4.0% | 20,113 | $5.2M |
| Councilor Wealth, LLC | 2.51% | Add +1.1% | 20,068 | $5.2M |
| Trustmark Bank Trust Department | 0.33% | Reduce -11.8% | 19,896 | $5.1M |
| CENTRAL TRUST Co | 0.10% | Reduce -2.6% | 19,827 | $5.1M |
| Wealth Enhancement Trust Services, Inc. | 0.60% | Add +1.0% | 19,190 | $4.9M |
| Park Avenue Securities LLC | 0.04% | Reduce -21.5% | 19,125 | $4.9M |
| Talon Private Wealth, LLC | 0.65% | — | 18,889 | $4.9M |
| Bleakley Financial Group, LLC | 0.07% | Add +3.0% | 18,638 | $4.8M |
| Nwam LLC | 0.28% | Add +4.5% | 18,604 | $4.8M |
| Peak Retirement Planning, Inc. | 0.93% | Add +8.6% | 18,172 | $4.7M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -1.8% | 18,037 | $4.6M |
| Tidal Investments LLC | 0.01% | Reduce -28.9% | 17,920 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +2.0% | 17,728 | $4.6M |
| Citizens Financial Group Inc. | 0.06% | Reduce -10.8% | 17,710 | $4.6M |
| Goepper Burkhardt LLC | 1.51% | Reduce -10.8% | 17,595 | $4.5M |
| Baring Financial LLC | 2.76% | Add +3.0% | 17,509 | $4.5M |
| Mather Group, Llc. | 0.04% | Reduce -10.2% | 17,271 | $4.4M |
| AQR Capital Management | 0.00% | Add +29.3% | 17,063 | $4.4M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -29.8% | 16,842 | $4.3M |
| Titleist Asset Management, LLC | 0.32% | Add +1.8% | 16,649 | $4.3M |
| Caprock Group, LLC | 0.10% | Reduce -10.4% | 16,476 | $4.2M |
| Tiaa Trust, National Association | 0.26% | Reduce -97.3% | 16,432 | $4.2M |
| Sagace Wealth Management LLC | 2.85% | Add +1.8% | 16,320 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.7% | 16,249 | $4.2M |
| CX Institutional | 0.13% | Reduce -46.0% | 16,223 | $4.2M |
| Moneco Advisors, LLC | 0.32% | Reduce -0.5% | 16,165 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +47.2% | 15,654 | $4.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.17% | New | 15,532 | $4.0M |
| Savant Capital, LLC | 0.02% | Add +0.2% | 15,302 | $3.9M |
| Brighton Jones LLC | 0.09% | New | 14,978 | $3.9M |
| MidAtlantic Capital Management, Inc. | 2.64% | Reduce -1.0% | 14,886 | $3.8M |
| LifePlan Investment Advisors, Inc. | 1.51% | Add +8.9% | 14,884 | $3.8M |
| Harbour Investments, Inc. | 0.06% | Add +48.4% | 14,814 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +4.0% | 14,739 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +4.8% | 14,721 | $3.8M |
| Kintra Wealth, LLC | 0.27% | New | 14,666 | $3.8M |
| Keel Point, LLC | 0.25% | Reduce -0.3% | 14,643 | $3.8M |
| Ifrah Financial Services, Inc. | 1.00% | Reduce -3.4% | 14,641 | $3.8M |
| Horizon Investments, LLC | 0.04% | Add +109.5% | 14,342 | $3.7M |
| Arax Advisory Partners | 0.10% | Reduce -12.2% | 14,426 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 14,289 | $3.7M |
| Krilogy Financial LLC | 0.12% | Reduce -0.9% | 13,157 | $3.7M |
| Summit Financial, LLC | 0.05% | Add +1069.2% | 14,194 | $3.7M |
| Thrive Capital Management, LLC | 0.80% | Reduce -6.3% | 14,117 | $3.6M |
| Cohen Klingenstein LLC | 0.12% | Add +0.5% | 13,856 | $3.6M |
| Nicolet Bankshares Inc. | 0.13% | Add +336.1% | 13,768 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +9.0% | 13,835 | $3.6M |
| Citigroup Inc. | 0.00% | Add +23.5% | 13,769 | $3.5M |
| Berman McAleer LLC | 0.48% | Reduce -1.4% | 13,644 | $3.5M |
| Wedmont Private Capital | 0.11% | Add +0.8% | 12,953 | $3.5M |
| Clark Financial Services Group Inc. | 1.92% | Add +0.1% | 13,534 | $3.5M |
| MSH Capital Advisors LLC | 0.73% | Add +3.8% | 13,376 | $3.4M |
| White Lighthouse Investment Management Inc. | 0.47% | Add +4.0% | 13,213 | $3.4M |
| Sovran Advisors, LLC | 0.26% | Add +4.9% | 11,852 | $3.4M |
| rebel Financial LLC | 1.46% | Reduce -1.7% | 13,039 | $3.4M |
| Willis Johnson & Associates, Inc. | 0.19% | Reduce -6.0% | 12,971 | $3.3M |
| Bravera Wealth | 1.50% | Add +17.0% | 12,913 | $3.3M |
| Allstreet Capital Advisors LLC | 2.45% | Reduce -3.1% | 12,894 | $3.3M |
| Park National Corp. | 0.10% | New | 12,880 | $3.3M |
| Juncture Wealth Strategies, LLC | 1.11% | Reduce -2.0% | 12,857 | $3.3M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.8% | 11,558 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +13.3% | 12,548 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +13.8% | 12,540 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +17.7% | 12,512 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.1% | 12,404 | $3.2M |
| Clearstead Advisors, LLC | 0.03% | Add +4.7% | 12,232 | $3.1M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -4.9% | 12,170 | $3.1M |
| Signet Financial Management, LLC | 0.35% | Reduce -1.9% | 12,132 | $3.1M |
| SilverOak Wealth Management LLC | 0.49% | Add +0.6% | 12,129 | $3.1M |
| Moody National Bank Trust Division | 0.30% | Reduce -1.3% | 12,091 | $3.1M |
| Steph & Co. | 0.88% | Reduce -6.7% | 11,957 | $3.1M |
| Founders Grove Wealth Partners, LLC | 0.70% | Add +3.5% | 11,934 | $3.1M |
| PFG Advisors | 0.15% | Add +12.3% | 11,849 | $3.0M |
| Choreo, LLC | 0.04% | Add +16.4% | 11,543 | $3.0M |
| Strategic Wealth Advisors LLC | 2.35% | Add +4.3% | 11,366 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -27.6% | 11,331 | $2.9M |
| Sterling Financial Planning, Inc. | 0.86% | Add +0.1% | 11,302 | $2.9M |
| Tme Financial, Inc. | 2.01% | Reduce -39.2% | 11,247 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.41% | Reduce -2.2% | 11,241 | $2.9M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.0% | 11,213 | $2.9M |
| Mustard Seed Financial, LLC | 1.73% | Add +4.4% | 11,201 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +7.4% | 11,124 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.18% | No change | 10,965 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +2.6% | 10,711 | $2.8M |
| Tower View Wealth Management LLC | 1.41% | Add +2.2% | 10,642 | $2.7M |
| Founders Financial Securities LLC | 0.15% | Add +5.7% | 10,156 | $2.7M |
| Werba Rubin Papier Wealth Management | 0.38% | Add +5.1% | 10,540 | $2.7M |
| Ballentine Partners, LLC | 0.04% | Reduce -7.7% | 10,380 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.68% | Add +36.1% | 10,344 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -5.1% | 10,334 | $2.7M |
| Visionary Wealth Advisors | 0.12% | Add +9.6% | 10,270 | $2.6M |
| SageView Advisory Group, LLC | 0.10% | Reduce -9.3% | 10,243 | $2.6M |
| WealthShield Partners, LLC | 0.29% | Reduce -0.7% | 10,029 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +128.3% | 9,922 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.29% | Reduce -2.0% | 9,917 | $2.6M |
| Principal Securities, Inc. | 0.04% | Reduce -5.8% | 9,915 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.9% | 9,884 | $2.5M |
| Net Worth Advisory Group | 0.53% | Add +49.2% | 9,853 | $2.5M |
| Victory Financial Group, LLC | 0.31% | Reduce -26.1% | 9,776 | $2.5M |
| Gateway Wealth Partners, LLC | 0.10% | New | 9,775 | $2.5M |
| Sigma Planning Corp | 0.07% | Add +44.7% | 9,753 | $2.5M |
| Lionshead Wealth Management, LLC | 1.84% | Add +9.9% | 9,706 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -6.6% | 9,669 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.89% | Reduce -4.1% | 9,622 | $2.5M |
| Auxano Advisors, LLC | 0.49% | Add +765.6% | 9,565 | $2.5M |
| LeConte Wealth Management, LLC | 1.58% | Add +1098.5% | 9,504 | $2.4M |
| Chilton Investment Co. Inc. | 0.06% | New | 9,503 | $2.4M |
| Intergy Private Wealth, LLC | 0.72% | No change | 9,481 | $2.4M |
| Quadrant Capital Group LLC | 0.07% | Add +0.1% | 9,480 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.62% | Add +0.0% | 9,471 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Add +33.0% | 9,419 | $2.4M |
| Creative Financial Designs Inc. | 0.15% | Add +11.2% | 9,404 | $2.4M |
| CJM Wealth Advisers, Ltd. | 0.73% | Reduce -3.2% | 9,307 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.0% | 9,141 | $2.4M |
| Magnus Financial Group LLC | 0.19% | Add +0.0% | 9,109 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +314.0% | 9,062 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -18.4% | 9,045 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.7% | 9,021 | $2.3M |
| Wealth Alliance, LLC | 0.23% | Reduce -10.7% | 8,963 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +0.5% | 8,929 | $2.3M |
| Checchi Capital Advisers, LLC | 0.16% | Reduce -17.1% | 8,891 | $2.3M |
| Gotham Asset Management | 0.01% | Add +156.4% | 8,850 | $2.3M |
| Linscomb Wealth, Inc. | 0.10% | New | 8,834 | $2.3M |
| Institute for Wealth Management, LLC. | 0.24% | Add +25.9% | 8,815 | $2.3M |
| Cooksen Wealth, LLC | 1.65% | Reduce -0.8% | 8,804 | $2.3M |
| GC Wealth Management RIA, LLC | 0.09% | Add +3.5% | 8,775 | $2.3M |
| KPP Advisory Services LLC | 0.32% | Reduce -17.9% | 8,521 | $2.2M |
| Stevens Capital Partners | 0.52% | Add +6.4% | 8,455 | $2.2M |
| Tritonpoint Wealth, LLC | 0.23% | Reduce -0.7% | 8,433 | $2.2M |
| Alexander Labrunerie & Co., Inc. | 0.82% | Add +2.2% | 8,429 | $2.2M |
| Meridian Financial Advisors, LLC | 1.17% | Reduce -5.3% | 8,336 | $2.1M |
| ERn Financial, LLC | 0.40% | Reduce -2.1% | 8,289 | $2.1M |
| Maridea Wealth Management LLC | 0.31% | Add +17.6% | 8,223 | $2.1M |
| Kassira Wealth Management LLC | 1.92% | Reduce -1.2% | 8,114 | $2.1M |
| Insight Advisors, LLC/ PA | 0.40% | Reduce -3.6% | 8,080 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -61.9% | 7,926 | $2.0M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -2.7% | 7,958 | $2.0M |
| Laurel Oak Wealth Management, LLC | 0.34% | Reduce -1.9% | 7,933 | $2.0M |
| OneAscent Financial Services LLC | 0.11% | Add +15.3% | 7,910 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Reduce -0.3% | 7,895 | $2.0M |
| Tsfg, LLC | 0.31% | Reduce -7.9% | 7,875 | $2.0M |
| Spartan Wealth Advisory Services LLC | 0.18% | — | 7,849 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +100.8% | 7,807 | $2.0M |
| Americana Partners, LLC | 0.05% | No change | 7,755 | $2.0M |
| ProVise Management Group, LLC | 0.14% | No change | 7,705 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.1% | 7,644 | $2.0M |
| Causey Wealth LLC | 0.83% | Reduce -5.3% | 7,633 | $2.0M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -0.8% | 7,611 | $2.0M |
| Lowery Thomas, LLC | 1.09% | Add +1.3% | 7,399 | $1.9M |
| Stuart Investment Advisors, Inc. | 0.83% | Reduce -1.1% | 7,381 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -34.7% | 7,372 | $1.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0.28% | Add +4.8% | 7,331 | $1.9M |
| Asset Allocation & Management Company, LLC | 0.70% | No change | 7,329 | $1.9M |
| Brindle & Bay Financial Advisors, LLC | 1.15% | Reduce -0.0% | 7,285 | $1.9M |
| Venture Visionary Partners LLC | 0.06% | Reduce -1.0% | 7,242 | $1.9M |
| Simmons Bank | 0.12% | Reduce -2.4% | 7,240 | $1.9M |
| Colonial Trust Co / SC | 0.25% | Reduce -4.5% | 7,231 | $1.9M |
| NBT Bank, N.A. | 0.12% | Reduce -3.9% | 7,191 | $1.9M |
| Fidelis Capital Partners, LLC | 0.13% | No change | 7,173 | $1.8M |
| Fee-Only Financial Planning, L.C. | 1.10% | No change | 7,063 | $1.8M |
| First PREMIER Bank | 0.41% | Add +22.1% | 6,989 | $1.8M |
| Indivisible Partners | 0.16% | Reduce -1.3% | 6,957 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +91.1% | 6,909 | $1.8M |
| Weinberger Asset Management, Inc | 0.66% | Reduce -10.8% | 6,860 | $1.8M |
| UMB Bank, n.a. | 0.02% | Reduce -28.4% | 6,858 | $1.8M |
| Washington Trust Advisors, Inc. | 0.14% | Add +0.4% | 6,852 | $1.8M |
| Jacobs Equity LLC | 1.58% | Reduce -1.3% | 6,003 | $1.8M |
| FAS Wealth Partners, Inc. | 0.11% | Add +1.3% | 6,784 | $1.7M |
| Oxinas Partners, LLC | 0.79% | Add +90.6% | 6,758 | $1.7M |
| Fortis Capital Advisors, LLC | 0.23% | Reduce -2.3% | 6,756 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.27% | Add +4.4% | 6,700 | $1.7M |
| Generations Wealth, LLC | 1.66% | Add +18.5% | 6,661 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +8.1% | 6,661 | $1.7M |
| TFB Advisors LLC | 0.89% | Reduce -48.3% | 6,640 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +22.9% | 6,592 | $1.7M |
| Cozad Asset Management Inc. | 0.13% | Add +7.4% | 6,502 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -49.4% | 6,473 | $1.7M |
| Vanguard Advisers Inc. | 0.01% | — | 6,418 | $1.7M |
| 1834 Investment Advisors Co. | 0.21% | Add +8.7% | 6,393 | $1.6M |
| Envision Financial Planning, LLC | 0.59% | Add +0.0% | 6,350 | $1.6M |
| Community Financial Services Group, LLC | 0.29% | Add +11.5% | 6,231 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.16% | Add +0.0% | 6,301 | $1.6M |
| Waystone Advisors LLC | 1.45% | Reduce -2.9% | 6,292 | $1.6M |
| Valley National Advisers Inc. | 0.21% | Add +2.4% | 6,285 | $1.6M |
| City Holding Co. | 0.20% | Add +3.2% | 6,248 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +47.8% | 6,181 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 6,166 | $1.6M |
| Cordoba Advisory Partners LLC | 0.44% | Reduce -57.4% | 6,182 | $1.6M |
| Brady Martz Wealth Solutions, LLC | 0.27% | Add +0.3% | 6,128 | $1.6M |
| Plante Moran Financial Advisors, LLC | 0.10% | Reduce -38.3% | 6,061 | $1.6M |
| MJT & Associates Financial Advisory Group, Inc. | 1.14% | Reduce -4.6% | 6,058 | $1.6M |
| Argent Trust Co | 0.05% | Reduce -0.3% | 6,005 | $1.5M |
| Nova Wealth Management, Inc. | 1.01% | Add +26.6% | 5,997 | $1.5M |
| Family Manage LLC | 0.18% | Reduce -0.5% | 5,978 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +3.9% | 5,902 | $1.5M |
| Genesis Financial Group, LLC | 1.00% | Add +5.9% | 5,813 | $1.5M |
| Mainstream Capital Management LLC | 1.00% | Reduce -0.6% | 5,780 | $1.5M |
| Hilltop National Bank | 0.35% | Add +0.6% | 5,767 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +0.9% | 5,697 | $1.5M |
| Capital Squared Financial LLC | 1.11% | Add +15.3% | 5,669 | $1.5M |
| Keybank National Association | 0.01% | Reduce -3.4% | 5,605 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 5,557 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +2.9% | 5,500 | $1.4M |
| Frisch Financial Group, Inc. | 0.29% | Reduce -6.5% | 5,483 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.12% | Add +0.0% | 5,463 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.74% | Reduce -1.9% | 5,336 | $1.4M |
| Center For Asset Management LLC | 0.68% | Reduce -5.7% | 5,303 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +123.1% | 5,276 | $1.4M |
| Sierra Capital LLC | 0.15% | Add +4.5% | 5,231 | $1.3M |
| High Net Worth Advisory Group LLC | 0.31% | Reduce -24.4% | 5,205 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -49.4% | 5,196 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -5.1% | 5,191 | $1.3M |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -1.9% | 5,175 | $1.3M |
| Spire Wealth Management | 0.05% | Add +41.9% | 5,169 | $1.3M |
| FC Advisory LLC | 0.39% | Reduce -3.9% | 5,126 | $1.3M |
| Uptick Partners, LLC | 0.26% | Reduce -11.3% | 5,112 | $1.3M |
| Richard P Slaughter Associates Inc | 0.28% | Reduce -18.9% | 5,090 | $1.3M |
| Heirloom Wealth Management | 0.24% | New | 5,081 | $1.3M |
| Next Capital Management LLC | 0.39% | No change | 5,020 | $1.3M |
| Falcon Wealth Planning | 0.09% | Reduce -9.1% | 5,002 | $1.3M |
| Baldwin Investment Management, LLC | 0.15% | No change | 5,000 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -2.8% | 4,997 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.36% | Add +0.2% | 4,999 | $1.3M |
| BKM Wealth Management, LLC | 0.47% | Add +14.9% | 4,981 | $1.3M |
| Warner Financial, Inc. | 0.44% | Add +0.2% | 4,941 | $1.3M |
| Capital Management Associates, Inc | 0.29% | Add +40.3% | 4,939 | $1.3M |
| Michels Family Financial, LLC | 0.91% | Add +2.7% | 4,927 | $1.3M |
| Bank of Hawaii | 0.07% | Add +12.4% | 4,912 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +0.1% | 4,903 | $1.3M |
| Shira Ridge Wealth Management | 0.50% | Reduce -4.0% | 4,887 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.36% | No change | 4,882 | $1.3M |
| Brand Asset Management Group, Inc. | 0.33% | New | 4,877 | $1.3M |
| Ameriflex Group, Inc. | 0.63% | Reduce -9.1% | 4,860 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,854 | $1.2M |
| Mgo One Seven LLC | 0.03% | Reduce -3.8% | 4,853 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.4% | 4,793 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.6% | 4,763 | $1.2M |
| Cornerstone Advisory, LLC | 0.11% | Reduce -13.8% | 4,711 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -1.9% | 4,687 | $1.2M |
| Members Wealth LLC | 0.72% | Add +0.7% | 4,238 | $1.2M |
| Beacon Advisors Holdings, LLC | 0.64% | Add +0.2% | 4,666 | $1.2M |
| Colonial Trust Advisors | 0.09% | Reduce -0.5% | 4,640 | $1.2M |
| Principle Wealth Partners LLC | 0.07% | No change | 4,591 | $1.2M |
| TRB Wealth Management, LLC | 0.17% | — | 4,577 | $1.2M |
| Whittier Trust Co. | 0.01% | Reduce -9.1% | 4,450 | $1.2M |
| Silverlake Wealth Management LLC | 0.25% | Add +1.3% | 4,526 | $1.2M |
| Alpine Bank Wealth Management | 0.17% | Reduce -2.0% | 4,510 | $1.2M |
| Evergreen Wealth Management, LLC | 0.59% | Reduce -0.0% | 4,455 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -58.9% | 4,445 | $1.1M |
| Friday Financial | 0.39% | Add +6.5% | 4,432 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +24.8% | 4,391 | $1.1M |
| Fairscale Capital, LLC | 0.78% | Reduce -0.2% | 4,375 | $1.1M |
| Ironwood Financial, llc | 0.19% | Add +5.5% | 4,309 | $1.1M |
| Autumn Glory Partners, LLC | 0.41% | No change | 4,300 | $1.1M |
| Apollon Financial, LLC | 0.15% | Add +18.5% | 4,289 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,196 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -0.1% | 4,393 | $1.1M |
| Sterling Investment Counsel, LLC | 0.31% | Reduce -25.6% | 4,246 | $1.1M |
| Manchester Capital Management LLC | 0.16% | Reduce -2.2% | 4,240 | $1.1M |
| Beacon Financial Planning, Inc. | 0.42% | Add +5.7% | 4,230 | $1.1M |
| Accel Wealth Management | 0.28% | Add +1.2% | 4,228 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -30.5% | 4,228 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 3,873 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.43% | Reduce -87.0% | 4,199 | $1.1M |
| TPG Financial Advisors, LLC | 0.35% | Reduce -16.4% | 4,152 | $1.1M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -0.6% | 4,127 | $1.1M |
| Brooklyn Investment Group | 0.03% | Add +11.3% | 4,118 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.2% | 4,115 | $1.1M |
| PKS Advisory Services, LLC | 0.25% | Add +1.9% | 4,100 | $1.1M |
| Tyche Wealth Partners LLC | 0.16% | Add +32.3% | 4,095 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 4,005 | $1.0M |
| Integrated Investment Consultants, LLC | 0.22% | No change | 4,004 | $1.0M |
| Verus Capital Partners, LLC | 0.07% | Reduce -7.6% | 4,000 | $1.0M |
| Hexagon Capital Partners LLC | 0.15% | New | 3,978 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -28.7% | 3,667 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.27% | Add +25.6% | 3,952 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +13.0% | 3,917 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.62% | Add +0.2% | 3,902 | $1.0M |
| Whitegate Investment Counselors, Inc. | 0.32% | Add +0.0% | 3,890 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -5.0% | 3,843 | $989K |
| XML Financial, LLC | 0.08% | Add +0.3% | 3,826 | $985K |
| Mathes Company, Inc. | 0.36% | No change | 3,820 | $983K |
| St. Louis Trust Co | 0.11% | Reduce -11.4% | 3,801 | $978K |
| Smithfield Trust Co | 0.04% | Add +10.4% | 3,796 | $978K |
| Horizon Bancorp Inc. | 0.47% | Add +4.5% | 3,795 | $977K |
| Freestone Capital Holdings, LLC | 0.03% | Add +17.9% | 3,794 | $977K |
| Clearwater Capital Advisors, LLC | 0.08% | No change | 3,776 | $972K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 3,774 | $971K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -20.7% | 3,753 | $966K |
| SC&H Financial Advisors, Inc. | 0.15% | No change | 3,751 | $965K |
| Geneva Partners, LLC | 0.46% | Reduce -39.1% | 3,711 | $955K |
| DeLarme Wealth Management, Inc. | 0.61% | Reduce -1.5% | 3,655 | $941K |
| Cherrydale Wealth Management, LLC | 0.29% | Reduce -40.3% | 3,641 | $937K |
| Zions Bancorporation, National Association | 0.06% | No change | 3,632 | $935K |
| Advisors Capital Management, LLC | 0.01% | Add +45.9% | 3,628 | $934K |
| JNBA Financial Advisors | 0.08% | Reduce -3.9% | 3,623 | $932K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +9.2% | 3,562 | $917K |
| Johnson Investment Counsel Inc. | 0.01% | Add +8.2% | 3,553 | $914K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.6% | 3,552 | $914K |
| Compound Planning, Inc. | 0.03% | Add +0.9% | 3,517 | $905K |
| Briggs Wealth Management, Inc | 0.96% | No change | 3,508 | $903K |
| Certified Advisory Corp | 0.08% | Add +3.5% | 3,504 | $902K |
| Sapient Capital LLC | 0.01% | Add +5.5% | 3,495 | $899K |
| Wesbanco Bank Inc. | 0.02% | Add +4.2% | 3,473 | $894K |
| Oakworth Capital, Inc. | 0.05% | Reduce -0.7% | 3,451 | $888K |
| Finward Bancorp | 0.71% | Reduce -2.5% | 3,445 | $887K |
| Collective Family Office LLC | 0.20% | Reduce -24.5% | 3,441 | $886K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -19.4% | 3,420 | $880K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -29.6% | 3,392 | $873K |
| Signal Advisors Wealth, LLC | 0.06% | Add +17.6% | 3,391 | $873K |
| Independent Advisor Alliance | 0.01% | New | 3,383 | $871K |
| Owen LaRue, LLC | 0.33% | Reduce -1.9% | 3,371 | $868K |
| Flagstar Securities, Inc. | 0.31% | Add +8.9% | 3,364 | $866K |
| Wealth Preservation Advisors, LLC | 0.72% | Add +12.4% | 3,360 | $865K |
| Wedbush Securities Inc. | 0.03% | Add +21.4% | 3,356 | $864K |
| National Bank of Canada | 0.00% | Add +2.6% | 3,337 | $859K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -1.7% | 3,336 | $859K |
| LightSquare Wealth Management, LLC | 0.64% | — | 3,333 | $858K |
| Tempo Wealth, LLC | 0.15% | Add +0.2% | 3,328 | $856K |
| First Financial Bank - Trust Division | 0.07% | No change | 3,328 | $856K |
| Independence Asset Advisors, LLC | 0.31% | New | 3,326 | $856K |
| FFT Wealth Management LLC | 0.15% | New | 3,287 | $846K |
| Parallel Advisors, LLC | 0.02% | Add +26.9% | 3,270 | $842K |
| Saranac Partners Ltd | 0.36% | New | 1,405 | $840K |
| McNamara Financial Services, Inc. | 0.16% | Reduce -0.2% | 3,253 | $837K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,226 | $830K |
| Calamos Advisors LLC | 0.00% | New | 3,226 | $830K |
| Norden Group LLC | 0.08% | Reduce -50.3% | 3,197 | $823K |
| Waller Financial Planning Group, Inc. | 0.18% | Reduce -8.2% | 3,175 | $817K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.3% | 3,170 | $816K |
| Modera Wealth Management, LLC | 0.01% | Add +6.5% | 3,157 | $813K |
| Plancorp, LLC | 0.02% | No change | 3,002 | $805K |
| Legacy Financial Group LLC | 0.10% | Reduce -7.4% | 3,124 | $804K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.3% | 3,121 | $803K |
| Nalls Sherbakoff Group, LLC | 0.59% | Reduce -16.6% | 3,113 | $801K |
| Provident Living Financial Services, Inc. | 0.88% | Reduce -0.4% | 3,097 | $797K |
| Gryphon Financial Partners LLC | 0.08% | Add +0.2% | 3,097 | $797K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.7% | 3,055 | $786K |
| Sowell Financial Services LLC | 0.03% | Add +1.2% | 3,002 | $772K |
| Wick Capital Partners, LLC | 0.14% | Reduce -0.4% | 2,997 | $771K |
| SGL Investment Advisors, Inc. | 0.29% | Add +13.7% | 2,655 | $771K |
| Bridgewater Advisors Inc. | 0.05% | No change | 2,676 | $769K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -2.5% | 2,984 | $768K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.2% | 2,967 | $764K |
| World Equity Group, Inc. | 0.19% | Add +7.2% | 2,910 | $749K |
| Aviso Wealth Management | 0.33% | No change | 2,867 | $738K |
| Strategic Financial Partners, Ltd. | 0.32% | Reduce -1.1% | 2,851 | $734K |
| Steelhead Wealth Management LLC | 0.37% | — | 2,852 | $733K |
| Waterfront Wealth Inc. | 0.13% | No change | 2,835 | $730K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -4.3% | 2,831 | $729K |
| Burns Matteson Capital Management, LLC | 0.28% | Reduce -1.3% | 2,795 | $719K |
| Anchor Investment Management, LLC | 0.06% | Reduce -2.1% | 2,776 | $715K |
| Bessemer Group Inc. | 0.00% | Reduce -12.5% | 2,769 | $713K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,767 | $712K |
| Roman Butler Fullerton & Co. | 0.20% | No change | 2,614 | $708K |
| Founders Financial Alliance, LLC | 0.13% | Reduce -5.7% | 2,752 | $708K |
| One Capital Management, LLC | 0.02% | Add +20.9% | 2,744 | $706K |
| Bouvel Investment Partners, LLC | 0.20% | Reduce -1.4% | 2,743 | $706K |
| NorthRock Partners, LLC | 0.01% | Add +5.7% | 2,722 | $701K |
| Valley Forge Investment Consultants Inc. Adv | 0.21% | Add +43.0% | 2,722 | $700K |
| Bernardo Wealth Planning LLC | 0.14% | No change | 2,720 | $700K |
| Sepio Capital, LP | 0.04% | Add +0.0% | 2,714 | $698K |
| Independent Wealth Network Inc. | 0.21% | Reduce -1.9% | 2,708 | $697K |
| Enclave Advisors LLC | 0.10% | No change | 2,656 | $684K |
| Vance Wealth, LLC | 0.20% | Add +1.2% | 2,646 | $681K |
| AdvisorNet Financial, Inc | 0.04% | Add +16.3% | 2,643 | $680K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -79.3% | 2,636 | $678K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -33.6% | 2,635 | $678K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +21.6% | 2,625 | $675K |
| Washington Trust Bank | 0.05% | Reduce -0.5% | 2,610 | $672K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +13.0% | 2,608 | $671K |
| Richmond Investment Services, LLC | 0.11% | No change | 2,608 | $671K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,601 | $669K |
| Essex Financial Services, Inc. | 0.04% | Reduce -24.4% | 2,598 | $669K |
| Compass Capital Corp. /Ma/ | 0.24% | Reduce -3.8% | 2,303 | $668K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,593 | $667K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -0.6% | 2,566 | $660K |
| Advocate Investing Services LLC | 0.55% | No change | 2,533 | $652K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +2.0% | 2,521 | $649K |
| Smartleaf Asset Management LLC | 0.02% | Add +0.1% | 2,595 | $648K |
| GWN Securities Inc. | 0.12% | Add +5.2% | 2,509 | $646K |
| Bank of Marin | 0.47% | Add +10.0% | 2,482 | $639K |
| Roof Eidam Maycock Peralta, LLC | 0.15% | No change | 2,480 | $638K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.6% | 2,471 | $636K |
| Bridgewealth Advisory Group, LLC | 0.13% | Reduce -0.0% | 2,467 | $635K |
| BCS Wealth Management | 0.13% | Reduce -50.0% | 2,447 | $630K |
| Curi Capital, LLC | 0.01% | Add +44.6% | 2,442 | $628K |
| Fisher Asset Management | 0.00% | New | 2,437 | $627K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -5.2% | 2,433 | $626K |
| Ridgewood Investments LLC | 0.26% | — | 2,425 | $624K |
| Thayer Partners, LLC / MA | 0.30% | Add +1.0% | 2,421 | $623K |
| Graetz Wealth LLC | 0.56% | Reduce -52.8% | 2,416 | $622K |
| Evolution Advisers, Inc. | 0.26% | No change | 2,389 | $614K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +1.5% | 2,371 | $610K |
| Red Reef Advisors LLC | 0.63% | Reduce -4.6% | 2,346 | $604K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 2,343 | $603K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +35.3% | 2,340 | $602K |
| Resurgent Financial Advisors LLC | 0.22% | Add +2.8% | 2,334 | $601K |
| JFS Wealth Advisors, LLC | 0.03% | Add +32.0% | 2,319 | $597K |
| West Bancorporation Inc. | 0.30% | No change | 2,318 | $597K |
| Pinion Investment Advisors, LLC | 0.14% | Reduce -6.9% | 2,279 | $587K |
| Tannin Capital LLC | 0.42% | Reduce -38.7% | 2,263 | $582K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -22.5% | 2,255 | $580K |
| Clarity Financial LLC | 0.06% | New | 2,247 | $578K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.3% | 2,223 | $572K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.4% | 2,208 | $568K |
| Greenwood Gearhart LLC | 0.03% | New | 2,206 | $568K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 2,206 | $568K |
| Jane Street Group, LLC | 0.00% | Reduce -62.2% | 2,202 | $567K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -25.1% | 2,159 | $556K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -4.0% | 2,117 | $545K |
| WP Advisors, LLC | 0.14% | Add +0.1% | 2,110 | $543K |
| Powell Investment Advisors, LLC | 0.19% | No change | 2,109 | $543K |
| Ewa, LLC | 0.12% | Reduce -0.1% | 2,103 | $541K |
| Spirepoint Private Client, LLC | 0.05% | No change | 2,098 | $540K |
| FWG Investments, LLC. | 0.34% | Add +0.1% | 2,074 | $534K |
| Merited Wealth, LLC | 0.44% | Reduce -1.4% | 2,064 | $531K |
| Tower Bridge Advisors | 0.05% | New | 2,059 | $530K |
| Meeder Advisory Services, Inc. | 0.02% | Add +6.5% | 2,054 | $529K |
| Cypress Wealth Services, LLC | 0.07% | No change | 2,042 | $526K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +160.5% | 2,042 | $525K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 2,039 | $525K |
| Pacific Excel Wealth Advisors, Inc. | 0.55% | Add +61.6% | 2,025 | $521K |
| First Trust Advisors LP | 0.00% | Reduce -9.9% | 2,009 | $517K |
| Wilkerson Advisory Group LLC | 0.18% | Add +0.2% | 2,004 | $516K |
| Willner & Heller, LLC | 0.38% | Add +8.0% | 1,993 | $513K |
| Smith Asset Management Co., LLC | 0.44% | Reduce -0.1% | 1,991 | $512K |
| Stratos Investment Management, LLC | 0.02% | Add +1.0% | 1,987 | $512K |
| Keystone Financial Services, LLC | 0.34% | Reduce -3.3% | 1,970 | $507K |
| Rehmann Capital Advisory Group | 0.03% | No change | 1,966 | $506K |
| Foundations Investment Advisors, LLC | 0.01% | Add +20.1% | 1,955 | $503K |
| DDFG, Inc | 0.11% | Reduce -0.9% | 1,946 | $501K |
| FDx Advisors, Inc. | 0.16% | Reduce -0.4% | 1,941 | $500K |
| Croban | 0.23% | Reduce -8.9% | 1,941 | $499K |
| AlphaCore Capital LLC | 0.01% | Add +261.1% | 1,910 | $492K |
| Trilogy Capital Inc. | 0.02% | Reduce -8.9% | 1,907 | $491K |
| MCF Advisors LLC | 0.02% | No change | 1,899 | $489K |
| Triton Wealth Management, PLLC | 0.18% | Reduce -1.6% | 1,844 | $482K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,874 | $482K |
| PFG Investments, LLC | 0.02% | Add +69.4% | 1,862 | $479K |
| F/m Investments LLC | 0.03% | No change | 1,862 | $479K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +24.7% | 1,856 | $478K |
| American Trust | 0.04% | Add +65.7% | 1,849 | $476K |
| HUB Investment Partners, LLC | 0.01% | No change | 1,847 | $475K |
| ICONIQ Capital, LLC | 0.01% | Add +0.1% | 1,841 | $474K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Add +0.6% | 1,836 | $472K |
| Milestone Investment Advisors LLC | 0.11% | No change | 1,828 | $470K |
| Aspiriant, LLC | 0.01% | Reduce -23.8% | 1,828 | $470K |
| Financial Freedom, LLC | 0.23% | No change | 1,820 | $468K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -0.2% | 1,808 | $465K |
| Archford Capital Strategies, LLC | 0.05% | No change | 1,804 | $464K |
| Davis R M Inc. | 0.01% | Reduce -8.9% | 1,790 | $461K |
| Congress Asset Management Co. | 0.00% | Reduce -67.3% | 1,783 | $459K |
| Passive Capital Management, LLC. | 0.14% | Reduce -0.6% | 1,778 | $458K |
| Phillip James Consulting Co. | 0.34% | New | 4,433 | $451K |
| Ledyard National Bank | 0.04% | No change | 1,751 | $451K |
| Kennicott Capital Management LLC | 0.24% | No change | 1,739 | $448K |
| Old North State Wealth Management, LLC | 0.20% | Reduce -1.9% | 1,712 | $442K |
| VestGen Advisors, LLC | 0.01% | New | 1,536 | $442K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -41.3% | 1,714 | $441K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.3% | 1,708 | $440K |
| Dearborn Partners LLC | 0.02% | Reduce -2.0% | 1,686 | $434K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -3.1% | 1,676 | $431K |
| Meridian Wealth Advisors, LLC | 0.06% | Reduce -9.8% | 1,673 | $431K |
| Tectonic Advisors LLC | 0.02% | Add +4.7% | 1,670 | $430K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.1% | 1,664 | $428K |
| Wealthspan Partners, LLC | 0.15% | Reduce -5.7% | 1,659 | $427K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -2.0% | 1,654 | $426K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 1,651 | $425K |
| GEN Financial Management, INC. | 0.26% | No change | 1,640 | $422K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +9.3% | 1,627 | $419K |
| Everstar Asset Management, LLC | 0.22% | Reduce -2.7% | 1,625 | $418K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.3% | 1,620 | $417K |
| Fragasso Financial Advisors Inc | 0.03% | New | 1,578 | $415K |
| Madison Park Capital Advisors, LLC | 0.32% | Add +7.8% | 1,596 | $411K |
| Pacific Sun Financial Corp | 0.20% | No change | 1,590 | $409K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -6.4% | 1,575 | $405K |
| Beacon Financial Group | 0.04% | No change | 1,566 | $403K |
| KLCM Advisors, Inc. | 0.04% | No change | 1,564 | $402K |
| Haverford Trust Co | 0.00% | Add +16.6% | 1,561 | $402K |
| M&T Bank Corp | 0.00% | Add +19.4% | 1,548 | $398K |
| Coldstream Capital Management Inc. | 0.00% | Add +47.6% | 1,545 | $398K |
| North Star Asset Management Inc. | 0.02% | No change | 1,544 | $397K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,423 | $395K |
| Lodestone Wealth Management LLC | 0.16% | Add +12.9% | 1,531 | $394K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,504 | $387K |
| Perryman Financial Advisory Inc. | 0.06% | No change | 1,504 | $387K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $386K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,500 | $386K |
| Centaurus Financial, Inc. | 0.02% | Add +2.2% | 1,499 | $386K |
| RFG Holdings, Inc. | 0.10% | Add +0.2% | 1,497 | $385K |
| Creekside Partners | 0.16% | Reduce -1.3% | 1,492 | $384K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.4% | 1,491 | $384K |
| Amara Financial, Llc. | 0.26% | Reduce -41.1% | 1,481 | $381K |
| Morton Brown Family Wealth, LLC | 0.10% | No change | 1,480 | $381K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.1% | 1,479 | $381K |
| Silver Coast Investments LLC | 0.12% | New | 1,474 | $380K |
| Acropolis Investment Management, LLC | 0.02% | No change | 1,475 | $380K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +0.2% | 1,469 | $378K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -13.8% | 1,468 | $378K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -7.5% | 1,457 | $378K |
| StoneX Group Inc. | 0.02% | Reduce -17.0% | 1,463 | $377K |
| Sara-Bay Financial | 0.11% | Add +11.4% | 1,463 | $377K |
| Simplicity Wealth,LLC | 0.02% | Add +35.7% | 1,457 | $375K |
| Private Trust Co. NA | 0.03% | Reduce -8.8% | 1,446 | $372K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Reduce -16.6% | 1,443 | $371K |
| D. E. Shaw & Co. | 0.00% | No change | 1,424 | $366K |
| Atwood & Palmer Inc. | 0.02% | Add +6905.0% | 1,401 | $360K |
| Greenspring Advisors, LLC | 0.02% | No change | 1,391 | $358K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -65.9% | 1,382 | $356K |
| 49 Wealth Management, LLC | 0.03% | Reduce -10.6% | 1,381 | $355K |
| Noble Wealth Management PBC | 0.18% | No change | 1,375 | $354K |
| Wrapmanager Inc. | 0.12% | Reduce -12.7% | 1,359 | $350K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 1,356 | $349K |
| Caldwell Trust Co | 0.03% | Add +5.2% | 1,348 | $347K |
| TD Private Client Wealth LLC | 0.01% | Add +1.9% | 1,320 | $340K |
| Partners in Financial Planning | 0.06% | Add +0.2% | 1,316 | $339K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -39.3% | 1,312 | $338K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.7% | 1,305 | $337K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.2% | 1,309 | $337K |
| Continuum Advisory, LLC | 0.03% | Add +0.1% | 1,295 | $333K |
| Argentarii, LLC | 0.12% | Add +18.1% | 1,294 | $333K |
| Mission Wealth Management, LP | 0.01% | No change | 1,292 | $333K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.9% | 1,285 | $331K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 1,285 | $331K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +9.3% | 1,281 | $330K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +854.5% | 1,279 | $329K |
| Horizon Family Wealth, Inc. | 0.17% | New | 1,277 | $329K |
| Taylor & Morgan Wealth Management, LLC | 0.19% | Add +11.0% | 1,269 | $327K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.9% | 1,263 | $325K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.7% | 1,261 | $324K |
| Bishop & Co Investment Management, LLC | 0.11% | Reduce -35.5% | 1,260 | $324K |
| HSBC Holdings PLC | 0.00% | No change | 1,252 | $322K |
| Jackson, Grant Investment Advisers, Inc. | 0.11% | Add +0.2% | 1,245 | $320K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $319K |
| Financial Council, LLC | 0.12% | New | 1,232 | $317K |
| Moller Wealth Partners | 0.06% | Reduce -16.9% | 1,232 | $317K |
| Copia Wealth Management | 0.21% | Reduce -15.2% | 1,215 | $313K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -7.5% | 1,212 | $312K |
| Duncan Williams Asset Management, LLC | 0.09% | Reduce -5.9% | 1,211 | $312K |
| LWM Advisors Inc. | 0.27% | Add +2.4% | 1,210 | $311K |
| Beacon Financial Advisory LLC | 0.07% | Add +20.0% | 1,208 | $311K |
| Chapin Davis, Inc. | 0.07% | Reduce -9.2% | 1,200 | $309K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 1,200 | $309K |
| Scott Capital Advisors, LLC | 0.06% | No change | 1,144 | $307K |
| CM Wealth Advisors LLC | 0.06% | No change | 1,177 | $303K |
| Howland Capital Management LLC | 0.01% | No change | 1,175 | $302K |
| Culbertson A N & Co. Inc. | 0.04% | No change | 1,175 | $302K |
| Empower Advisory Group, LLC | 0.00% | Reduce -43.6% | 1,175 | $302K |
| Parsons Capital Management Inc. | 0.01% | Reduce -11.2% | 1,169 | $301K |
| Unique Wealth, LLC | 0.04% | Add +3.8% | 1,165 | $300K |
| NWF Advisory Services Inc. | 0.03% | Add +1.4% | 1,156 | $297K |
| CDM Financial Counseling Services, Inc. | 0.28% | No change | 1,145 | $295K |
| Ibex Wealth Advisors | 0.03% | New | 1,144 | $294K |
| Flow Traders U.S. LLC | 0.01% | Reduce -81.9% | 1,139 | $293K |
| Fiduciary Trust Co | 0.00% | No change | 1,131 | $291K |
| J Hagan Capital, Inc. | 0.16% | Reduce -38.9% | 1,129 | $291K |
| Dopkins Wealth Management, LLC | 0.12% | Add +27.0% | 1,123 | $289K |
| Argent Advisors, Inc. | 0.08% | No change | 1,120 | $288K |
| Headland Capital, LLC | 0.08% | No change | 1,119 | $288K |
| GoalVest Advisory LLC | 0.06% | No change | 1,117 | $287K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,111 | $286K |
| Zhang Financial LLC | 0.01% | No change | 1,111 | $286K |
| Blalock Williams, LLC | 0.22% | Reduce -9.1% | 1,107 | $285K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,105 | $284K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -9.4% | 1,104 | $284K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -23.1% | 1,099 | $283K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.1% | 1,090 | $281K |
| RFG Advisory, LLC | 0.01% | Reduce -31.6% | 1,086 | $279K |
| MBL Wealth, LLC | 0.02% | Reduce -1.8% | 1,085 | $279K |
| Madison Wealth Partners, Inc | 0.04% | New | 1,081 | $278K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 1,077 | $277K |
| Orleans Capital Management Corp. | 0.19% | No change | 1,075 | $277K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 979 | $276K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,074 | $276K |
| Paulson Wealth Management Inc. | 0.06% | Reduce -23.4% | 1,063 | $274K |
| Horizon Financial Services, LLC | 0.12% | Add +103.5% | 1,060 | $273K |
| Richardson Financial Services Inc. | 0.17% | Reduce -2.6% | 1,058 | $272K |
| Flputnam Investment Management Co. | 0.00% | Reduce -40.6% | 1,054 | $271K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 1,051 | $270K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -3.0% | 1,050 | $270K |
| Larson Financial Group LLC | 0.01% | Add +1.2% | 1,049 | $270K |
| Strategic Blueprint, LLC | 0.02% | Add +10.8% | 1,046 | $269K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.0% | 1,032 | $269K |
| Kendall Capital Management | 0.05% | No change | 1,041 | $268K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.2% | 1,024 | $268K |
| CPA Asset Management Group, LLC | 0.09% | No change | 1,032 | $266K |
| MOR Wealth Management, LLC | 0.12% | No change | 1,032 | $266K |
| Petix & Botte Co | 0.12% | Reduce -50.0% | 1,029 | $265K |
| Van Diest Capital, LLC | 0.21% | New | 1,017 | $262K |
| Stage Harbor Financial, LLC | 0.17% | No change | 1,015 | $261K |
| Claris Financial LLC | 0.14% | Add +30.1% | 1,010 | $260K |
| Redmond Asset Management, LLC | 0.07% | Reduce -0.4% | 1,009 | $260K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 1,007 | $259K |
| City State Bank | 0.07% | No change | 1,002 | $258K |
| S.A. Mason LLC | 0.10% | No change | 1,000 | $257K |
| AMG National Trust Bank | 0.01% | Add +15.0% | 998 | $257K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 997 | $257K |
| Long Island Wealth Management, Inc. | 0.12% | No change | 996 | $256K |
| Vanguard National Trust Co | 0.02% | — | 993 | $256K |
| Forum Financial Management, LP | 0.00% | Add +0.8% | 988 | $254K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.5% | 986 | $254K |
| Accredited Investors Inc. | 0.01% | No change | 982 | $253K |
| Sterling Capital Management LLC | 0.00% | Add +7.4% | 977 | $251K |
| Martel Wealth Advisors LLC | 0.04% | No change | 975 | $251K |
| Coquina Private Wealth LLC | 0.20% | New | 974 | $251K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -13.7% | 968 | $249K |
| Legacy Wealth Managment, LLC | 0.12% | Add +2.0% | 966 | $249K |
| Sicart Associates LLC | 0.06% | No change | 965 | $248K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 960 | $247K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +23.6% | 948 | $244K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $241K |
| CoreCap Advisors, LLC | 0.01% | Add +104.2% | 929 | $239K |
| BankPlus Trust Department | 0.06% | No change | 928 | $239K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 928 | $239K |
| HORAN Wealth, LLC | 0.02% | New | 854 | $238K |
| Key Financial Inc | 0.04% | No change | 923 | $238K |
| OFS Enterprise LLC | 0.07% | — | 921 | $237K |
| Synergy Asset Management, LLC | 0.03% | No change | 921 | $237K |
| Patten Group, Inc. | 0.04% | Reduce -29.2% | 920 | $237K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $237K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $236K |
| Balefire, LLC | 0.04% | Add +2.8% | 914 | $235K |
| Brown Miller Wealth Management, LLC | 0.07% | Add +21.5% | 903 | $232K |
| Element Wealth, LLC | 0.10% | No change | 901 | $232K |
| Legacy Financial Advisors, Inc. | 0.03% | No change | 901 | $232K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $231K |
| Welch Group, LLC | 0.01% | No change | 893 | $230K |
| Clarity Capital Advisors, LLC | 0.11% | No change | 889 | $229K |
| Investment Advisory Group, LLC | 0.06% | No change | 882 | $227K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 878 | $226K |
| Allred Capital Management, LLC | 0.08% | No change | 876 | $225K |
| First National Bank of Omaha | 0.01% | No change | 900 | $225K |
| Orion Capital Management LLC | 0.08% | No change | 870 | $224K |
| Fiduciary Alliance LLC | 0.01% | New | 800 | $222K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.1% | 860 | $221K |
| Blackston Financial Advisory Group, LLC | 0.14% | Reduce -2.5% | 858 | $221K |
| Mayfair Advisory Group, LLC | 0.08% | No change | 856 | $220K |
| Axis Wealth Partners, LLC | 0.12% | New | 845 | $218K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.0% | 843 | $217K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.1% | 842 | $217K |
| Odyssey Capital Advisors, Inc. | 0.19% | No change | 840 | $216K |
| Brio Consultants, LLC | 0.03% | New | 748 | $216K |
| Syntax Research, Inc. | 0.14% | No change | 837 | $215K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.2% | 836 | $215K |
| CRA Financial Services, LLC | 0.03% | Add +1.1% | 833 | $214K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 832 | $214K |
| October Effect Ltd | 0.24% | Reduce -3.5% | 826 | $213K |
| Courier Capital LLC | 0.01% | No change | 826 | $213K |
| Artesa Financial Group, LLC | 0.20% | Reduce -29.8% | 823 | $212K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -13.3% | 821 | $211K |
| Xcelsior Advisor Partners LLC | 0.08% | Add +2.8% | 818 | $211K |
| Evolve Private Wealth, LLC | 0.01% | Add +1.2% | 818 | $210K |
| SkyOak Wealth, LLC | 0.04% | No change | 817 | $210K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +15.8% | 735 | $210K |
| Keyvantage Wealth, LLC | 0.09% | Reduce -31.6% | 804 | $207K |
| Park Place Capital Corp | 0.04% | Add +0.1% | 804 | $207K |
| Bedel Financial Consulting, Inc. | 0.02% | Add +3.1% | 803 | $207K |
| Armor Investment Advisors, LLC | 0.07% | No change | 800 | $206K |
| Colony Family Offices, LLC | 0.05% | No change | 799 | $206K |
| New Insight Wealth Advisors | 0.07% | Add +0.9% | 798 | $205K |
| Capital Investment Advisors, LLC | 0.00% | No change | 798 | $205K |
| First Citizens Bank & Trust Co. | 0.00% | New | 797 | $205K |
| Lee, Kelleher & Klein Wealth Management | 0.12% | No change | 795 | $205K |
| Daviman Financial, LLC | 0.12% | Reduce -16.9% | 794 | $204K |
| Planned Solutions, Inc. | 0.07% | No change | 793 | $204K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -0.3% | 791 | $204K |
| Apella Capital, LLC | 0.00% | Reduce -14.9% | 716 | $203K |
| Portside Wealth Group, LLC | 0.03% | New | 787 | $203K |
| Anchor Capital Advisors LLC | 0.01% | New | 786 | $202K |
| Elm3 Financial Group, LLC | 0.17% | Add +5.4% | 780 | $201K |
| Signaturefd, LLC | 0.00% | Reduce -7.4% | 772 | $199K |
| Financial Perspectives, Inc | 0.06% | No change | 770 | $198K |
| SouthState Bank Corp | 0.01% | Add +28.0% | 755 | $194K |
| Bank of New Hampshire | 0.04% | No change | 745 | $192K |
| Root Financial Partners, LLC | 0.01% | Reduce -23.0% | 713 | $184K |
| Sunrise Financial Services, LLC | 0.13% | Reduce -0.8% | 700 | $180K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 700 | $180K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.5% | 698 | $180K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.7% | 680 | $175K |
| Legacy Bridge, LLC | 0.06% | No change | 656 | $169K |
| Monetary Solutions, Ltd | 0.15% | Add +24.6% | 619 | $159K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 615 | $158K |
| LRI Investments, LLC | 0.01% | No change | 615 | $158K |
| Synergy Investment Management, LLC | 0.05% | New | 613 | $158K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.3% | 610 | $157K |
| Cordant, Inc. | 0.06% | No change | 604 | $155K |
| Matrix Private Capital Group LLC | 0.07% | Reduce -1.2% | 594 | $153K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 583 | $150K |
| Gen-Wealth Partners Inc | 0.05% | Reduce -28.8% | 565 | $145K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 558 | $144K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Add +0.4% | 549 | $141K |
| Holos Integrated Wealth LLC | 0.07% | Reduce -10.9% | 532 | $140K |
| FWL Investment Management, LLC | 0.03% | No change | 518 | $133K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $131K |
| Archer Investment Corp | 0.03% | Reduce -27.7% | 501 | $129K |
| Grove Bank & Trust | 0.01% | No change | 500 | $129K |
| Rossmore Private Capital | 0.01% | Add +233.3% | 500 | $129K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +2.3% | 498 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.3% | 498 | $128K |
| Olistico Wealth, LLC | 0.06% | No change | 475 | $122K |
| Trust Co. of Toledo NA | 0.01% | No change | 464 | $119K |
| Crewe Advisors LLC | 0.01% | No change | 458 | $118K |
| Rossby Financial, LCC | 0.02% | Add +60.4% | 441 | $115K |
| Cornerstone Financial Management LLC | 0.10% | Add +44.3% | 443 | $114K |
| Bangor Savings Bank | 0.01% | No change | 440 | $113K |
| VSM Wealth Advisory, LLC | 0.03% | Add +625.0% | 435 | $112K |
| Hickory Point Bank & Trust | 0.07% | New | 427 | $110K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 412 | $106K |
| Wagner Wealth Management, LLC | 0.02% | No change | 408 | $105K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -0.7% | 405 | $104K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 399 | $103K |
| Private Wealth Asset Management, LLC | 0.01% | Add +0.3% | 395 | $102K |
| Marshall Investment Management, LLC | 0.05% | New | 385 | $99K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $95K |
| Lanark Financial, Inc. | 0.01% | Add +37.6% | 366 | $94K |
| MV Capital Management, Inc. | 0.01% | No change | 362 | $93K |
| Align Financial, LLC | 0.05% | Reduce -99.6% | 346 | $89K |
| Beacon Financial Strategies CORP | 0.05% | No change | 338 | $87K |
| Hughes Financial Services, LLC | 0.01% | No change | 334 | $86K |
| Ascentis Independent Advisors | 0.01% | Reduce -83.4% | 332 | $86K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -13.2% | 330 | $85K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $85K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 295 | $84K |
| Angeles Wealth Management, LLC | 0.00% | Add +35.6% | 305 | $78K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 293 | $75K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 300 | $75K |
| 2UniFi Bank | 0.04% | Add +7.5% | 287 | $74K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.7% | 284 | $73K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.3% | 283 | $73K |
| MBM Wealth Consultants, LLC | 0.02% | New | 279 | $72K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 275 | $71K |
| Bullock Wealth Management Group | 0.04% | No change | 269 | $70K |
| Fairman Group, LLC | 0.06% | Add +0.4% | 269 | $69K |
| Clean Yield Group | 0.02% | No change | 254 | $65K |
| Balentine LLC | 0.00% | No change | 253 | $65K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 248 | $64K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 240 | $62K |
| Evermay Wealth Management LLC | 0.01% | No change | 230 | $59K |
| Destiny Wealth Partners, LLC | 0.01% | Reduce -98.6% | 220 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -4.5% | 214 | $55K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.4% | 211 | $54K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $54K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Reduce -0.5% | 207 | $53K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 200 | $51K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 200 | $51K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 200 | $51K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 200 | $51K |
| Strategic Advocates LLC | 0.23% | New | 199 | $51K |
| Horizons Wealth Management | 0.03% | No change | 195 | $50K |
| Abound Wealth Management | 0.01% | Add +12.3% | 191 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $48K |
| PlanVest Financial, Inc | 0.04% | — | 187 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 185 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 185 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.4% | 184 | $47K |
| Coastline Trust Co | 0.00% | New | 183 | $47K |
| Napier Financial, LLC | 0.01% | New | 180 | $46K |
| GAMMA Investing LLC | 0.00% | No change | 178 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +21.3% | 171 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 170 | $44K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -90.8% | 168 | $43K |
| Entrust Financial LLC | 0.03% | No change | 165 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $42K |
| Caitlin John, LLC | 0.02% | No change | 156 | $40K |
| Eastern Bank | 0.00% | Reduce -46.6% | 151 | $39K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $39K |
| Franklin Resources Inc. | 0.00% | Reduce -6.4% | 147 | $38K |
| Heritage Wealth Advisors | 0.00% | No change | 138 | $36K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $36K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -48.3% | 134 | $34K |
| Wellington Grp LLC | 0.01% | New | 129 | $33K |
| Field & Main Bank | 0.01% | Add +41.1% | 127 | $33K |
| McIlrath & Eck, LLC | 0.00% | Add +0.8% | 123 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 119 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $30K |
| Dunhill Financial, LLC | 0.01% | Add +245.4% | 114 | $29K |
| Johnson Financial Group, Inc. | 0.00% | No change | 113 | $29K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $28K |
| Founders Capital Management | 0.01% | No change | 110 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 110 | $28K |
| C M Bidwell & Associates Ltd. | 0.01% | Reduce -38.7% | 106 | $27K |
| Pinney & Scofield, Inc. | 0.01% | No change | 102 | $26K |
| Kentucky Trust Co | 0.01% | No change | 100 | $26K |
| Dagco, Inc. | 0.01% | No change | 100 | $26K |
| Blue Trust, Inc. | 0.00% | Reduce -11.0% | 97 | $25K |
| Phillips Financial Management, LLC | 0.00% | No change | 95 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 91 | $23K |
| TopTier Wealth Management, LLC | 0.01% | New | 90 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 88 | $23K |
| Financial Consulate, Inc. | 0.00% | No change | 89 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 77 | $22K |
| IMG Wealth Management, Inc. | 0.01% | No change | 81 | $21K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 69 | $18K |
| Grand Wealth Management, LLC | 0.01% | Reduce -4.2% | 68 | $18K |
| JPL Wealth Management, LLC | 0.00% | Reduce -99.5% | 68 | $17K |
| Financial Life Planners | 0.01% | New | 67 | $17K |
| Strive Financial Group ,LLC | 0.01% | No change | 68 | $17K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -8.8% | 62 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $15K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $15K |
| United Financial Planning Group LLC | 0.01% | No change | 56 | $14K |
| Independence Bank of Kentucky | 0.00% | No change | 55 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 50 | $13K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 50 | $13K |
| Harbor Asset Planning, Inc. | 0.01% | Reduce -35.9% | 50 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 48 | $13K |
| Pacific Center for Financial Services | 0.00% | Reduce -12.7% | 48 | $12K |
| Triumph Capital Management | 0.00% | No change | 46 | $12K |
| SHP Wealth Management | 0.00% | No change | 43 | $11K |
| Signature Equity Partners, LLC | 0.01% | No change | 42 | $11K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +17.1% | 41 | $11K |
| Nemes Rush Group LLC | 0.00% | Reduce -18.8% | 39 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | Add +2.7% | 38 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 37 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 37 | $10K |
| Avalon Trust Co | 0.00% | No change | 37 | $10K |
| HFM Investment Advisors, LLC | 0.00% | No change | 35 | $9K |
| Kelleher Financial Advisors | 0.00% | No change | 35 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $9K |
| Maseco LLP | 0.00% | No change | 33 | $9K |
| Tucker Asset Management LLC | 0.00% | Add +22.2% | 33 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 30 | $8K |
| Wells Financial Advisors INC | 0.03% | Reduce -97.7% | 29 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 28 | $7K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 28 | $7K |
| Birchbrook, Inc. | 0.00% | Reduce -85.1% | 27 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 26 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 25 | $6K |
| Eukles Asset Management | 0.00% | Reduce -86.7% | 24 | $6K |
| Retiremitten Financial LLC | 0.00% | — | 21 | $5K |
| Davis Capital Management | 0.00% | No change | 20 | $5K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -80.2% | 18 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $4K |
| 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% | Add +7.1% | 15 | $4K |
| First Financial Corp. | 0.00% | No change | 13 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -47.8% | 12 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 12 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $3K |
| Magnolia Wealth Management, LLC | 0.00% | New | 11 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 10 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 10 | $3K |
| Clark Wealth Partners | 0.00% | New | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $2K |
| HM Payson & Co. | 0.00% | New | 8 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 7 | $2K |
| Key Capital Management, INC | 0.00% | New | 7 | $2K |
| Capital & Planning, LLC | 0.00% | New | 6 | $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% | No change | 5 | $1K |
| LM Advisors LLC | 0.01% | Reduce -7.8% | 296 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 3 | $882 |
| Kozak & Associates, Inc. | 0.00% | New | 2 | $548 |
| Protective Life Corp. | 0.00% | New | 2 | $515 |
| MidFirst Bank | 0.00% | No change | 2 | $515 |
| Activest Wealth Management | 0.00% | New | 1 | $189 |
"% 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.