Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q2 2026 (June 30)1,103holders +43
96new positions
49sold out
6famous investors
$305.94avg. 13F price*
At the end of Q2 2026, 1,103 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 43 from Q1 2026. 96 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($939.5M), Assetmark, Inc. ($658.7M) and Bank of America Corp. ($649.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2026)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $128.0M |
| Exits | 49 | $16.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,984,157 shares bought and 1,213,432 shares sold, net +770,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,103 holders
| Morgan Stanley | 0.05% | Add +2.9% | 3,067,150 | $939.5M |
| Assetmark, Inc. | 1.13% | Add +0.4% | 2,150,345 | $658.7M |
| Bank of America Corp. | 0.04% | Reduce -1.7% | 2,120,757 | $649.6M |
| EP Wealth Advisors, LLC | 2.05% | Add +13.0% | 1,752,727 | $536.9M |
| Wells Fargo & Company | 0.09% | Reduce -1.7% | 1,646,597 | $504.4M |
| Royal Bank of Canada | 0.06% | Reduce -6.8% | 1,195,402 | $366.2M |
| UBS Group AG | 0.06% | Add +3.6% | 1,160,373 | $355.4M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -1.0% | 1,104,015 | $338.2M |
| Truepoint, Inc. | 6.99% | Reduce -1.1% | 1,093,223 | $334.9M |
| Jones Financial Companies LLLP | 0.13% | Add +6.2% | 1,100,734 | $328.7M |
| Vantagepoint Investment Advisers LLC | 2.39% | No change | 1,042,640 | $319.4M |
| LPL Financial LLC | 0.06% | Add +1.6% | 915,170 | $280.3M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +3.9% | 905,608 | $277.4M |
| Moneta Group Investment Advisors LLC | 1.72% | Add +5.5% | 756,813 | $231.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.2% | 727,903 | $222.9M |
| Stephens Group Asset Management, LLC | 11.54% | Add +0.9% | 666,327 | $204.1M |
| Raymond James Financial Inc. | 0.05% | Add +3.7% | 564,845 | $173.0M |
| Stifel Financial Corp. | 0.13% | Add +1.1% | 519,520 | $159.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.52% | Reduce -8.1% | 497,262 | $152.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.1% | 353,090 | $108.2M |
| Rockefeller Capital Management L.P. | 0.15% | Add +0.2% | 328,799 | $100.7M |
| Busey Bank | 2.13% | Add +4.9% | 286,146 | $87.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -0.6% | 275,076 | $84.3M |
| Truist Financial Corp. | 0.09% | Reduce -7.5% | 256,751 | $78.6M |
| FMR LLC | 0.00% | Reduce -3.4% | 243,289 | $74.5M |
| BNP Paribas Financial Markets | 0.04% | Add +57.1% | 236,962 | $72.6M |
| Waverly Advisors, LLC | 0.42% | Reduce -1.8% | 236,426 | $72.4M |
| McAdam, LLC | 2.79% | Add +12.9% | 235,745 | $72.2M |
| Avior Wealth Management, LLC | 1.85% | Reduce -35.8% | 229,387 | $70.2M |
| CIBC Bancorp USA Inc. | 0.09% | Add +18.1% | 225,823 | $69.2M |
| Orgel Wealth Management, LLC | 1.26% | Reduce -1.3% | 216,318 | $66.3M |
| Everhart Financial Group, Inc. | 4.23% | Add +390.3% | 216,074 | $66.2M |
| Cetera Investment Advisers | 0.06% | Add +2.5% | 211,342 | $64.7M |
| Osaic Holdings, Inc. | 0.08% | Add +13.2% | 208,637 | $64.0M |
| US Bancorp \de | 0.07% | Add +1.3% | 204,632 | $62.7M |
| Equitable Holdings, Inc. | 0.33% | Reduce -7.9% | 182,169 | $55.8M |
| MML Investors Services, LLC | 0.11% | Add +15.8% | 178,764 | $54.8M |
| Wellington Management Group LLP | 0.01% | New | 176,688 | $54.1M |
| Mariner, LLC | 0.05% | Add +0.3% | 171,464 | $52.5M |
| Farther Finance Advisors, LLC | 0.41% | Add +23.6% | 170,376 | $52.2M |
| 1832 Asset Management L.P. | 0.06% | No change | 167,203 | $51.2M |
| Creative Planning | 0.03% | Add +16.2% | 164,752 | $50.5M |
| Kestra Advisory Services, LLC | 0.16% | Add +4.6% | 162,247 | $49.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 163,014 | $49.5M |
| Trust Co | 4.38% | Reduce -0.7% | 158,490 | $48.5M |
| Kwmg, LLC | 3.29% | Add +4.2% | 148,488 | $45.5M |
| NewEdge Advisors, LLC | 0.13% | Add +3.8% | 147,426 | $45.2M |
| Benjamin Edwards Inc. | 0.38% | Add +4.7% | 135,119 | $41.4M |
| Cary Street Partners Financial LLC | 0.85% | Add +19.1% | 126,973 | $38.9M |
| Bragg Financial Advisors, Inc | 0.96% | Add +3.9% | 117,556 | $36.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.1% | 117,475 | $36.0M |
| Rodgers & Associates, LTD | 2.95% | Reduce -0.1% | 106,123 | $32.5M |
| Presilium Private Wealth, LLC | 4.92% | Add +0.2% | 104,624 | $32.0M |
| Cassaday & Co Wealth Management LLC | 0.60% | Reduce -0.5% | 103,861 | $31.8M |
| BHK Investment Advisors, LLC | 9.05% | Add +1.1% | 98,916 | $30.3M |
| Adventist Health System/ West | 4.64% | No change | 96,768 | $29.6M |
| Wilmington Savings Fund Society, FSB | 0.65% | Reduce -8.6% | 95,528 | $29.3M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +5.8% | 93,904 | $28.7M |
| WoodTrust Financial Corp | 3.36% | Reduce -6.3% | 92,394 | $28.3M |
| Janney Montgomery Scott LLC | 0.05% | Add +36.6% | 92,061 | $28.2M |
| Axiom Financial Strategies, LLC | 8.79% | Add +2.4% | 91,605 | $28.1M |
| Associated Banc-Corp | 0.67% | Reduce -1.2% | 91,552 | $28.0M |
| &partners | 0.11% | Add +24.0% | 90,532 | $27.7M |
| Black Diamond Financial, LLC | 2.44% | Add +8.8% | 90,277 | $27.7M |
| Aire Advisors, LLC | 4.48% | Add +1.6% | 89,854 | $27.5M |
| Natixis Advisors, LLC | 0.03% | Add +2.7% | 88,188 | $27.0M |
| Bryn Mawr Trust Advisors, LLC | 1.16% | Reduce -8.5% | 86,799 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.1% | 87,828 | $26.5M |
| Inspirion Wealth Advisors, LLC | 3.03% | Add +18.0% | 87,025 | $26.4M |
| Praetorian Wealth Management, Inc. | 4.50% | Add +1.2% | 85,200 | $26.1M |
| Fifth Third Bancorp | 0.04% | Reduce -4.1% | 84,780 | $26.0M |
| Betterment LLC | 0.04% | Reduce -6.6% | 84,642 | $25.9M |
| MAI Capital Management | 0.09% | Add +4.1% | 80,232 | $24.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +46.0% | 80,202 | $24.6M |
| Dakota Wealth Management | 0.46% | Reduce -18.9% | 79,232 | $24.3M |
| Corient Private Wealth LP | 0.03% | Reduce -2.0% | 78,666 | $24.1M |
| Copper Harbor Investment Advisors, LLC | 4.60% | — | 70,970 | $21.7M |
| Robertson Stephens Wealth Management, LLC | 0.53% | Add +49.3% | 70,074 | $21.5M |
| Condor Capital Management | 1.47% | Reduce -2.3% | 64,072 | $19.6M |
| Baird Financial Group, Inc. | 0.03% | Add +2.4% | 64,055 | $19.6M |
| HRC Wealth Management, LLC | 8.01% | Add +0.1% | 63,909 | $19.6M |
| Pinnacle Financial Partners, Inc. | 0.13% | Add +0.7% | 63,662 | $19.5M |
| Marion Wealth Management | 3.92% | Add +4.0% | 62,783 | $19.2M |
| Strategic Investment Advisors / MI | 1.13% | Add +1.9% | 60,758 | $18.6M |
| Wealthspire Advisors, LLC | 0.10% | Add +3.8% | 57,951 | $17.8M |
| Glenview Trust Co | 0.24% | Reduce -32.1% | 57,652 | $17.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +6.5% | 57,481 | $17.6M |
| Captrust Financial Advisors | 0.03% | Add +30.2% | 57,109 | $17.5M |
| Cerity Partners LLC | 0.02% | Add +25.7% | 56,842 | $17.4M |
| Independent Financial Group, LLC | 0.32% | Reduce -1.5% | 56,482 | $17.3M |
| Provident Wealth Management, LLC | 4.34% | Add +95.5% | 54,971 | $16.8M |
| Clayton Financial Group LLC | 9.17% | Add +3.0% | 54,129 | $16.6M |
| Blair William & Co. | 0.04% | Add +3.8% | 53,527 | $16.4M |
| Commerce Bank | 0.07% | Reduce -2.1% | 52,834 | $16.2M |
| Advisory Alpha, LLC | 0.40% | Add +5.3% | 52,638 | $16.1M |
| Payne Capital Management, LLC | 4.25% | Add +2.3% | 52,013 | $15.9M |
| Arvest Investments, Inc. | 1.86% | Add +4.6% | 50,086 | $15.3M |
| Roberts Financial Services LLC | 4.42% | Reduce -0.6% | 49,278 | $15.1M |
| Old National Bancorp | 0.29% | Add +5.1% | 48,213 | $14.8M |
| NorthStar Asset Management LLC | 3.13% | Add +8.2% | 47,729 | $14.6M |
| First Horizon Corp. | 0.56% | Add +1.7% | 47,587 | $14.6M |
| Sound Income Strategies, LLC | 0.65% | Add +18.2% | 47,004 | $14.4M |
| GHP Investment Advisors, Inc. | 0.52% | Add +0.7% | 46,285 | $14.2M |
| Compton Wealth Advisory Group, LLC | 2.86% | Add +0.5% | 46,550 | $14.1M |
| Midwest Trust Co | 0.16% | Reduce -2.9% | 45,110 | $13.8M |
| Avantax Planning Partners, Inc. | 0.34% | Reduce -2.6% | 44,532 | $13.6M |
| Meramec Financial Planners, LLC | 4.96% | Reduce -1.6% | 46,077 | $13.6M |
| Davis Investment Partners, LLC | 4.13% | Reduce -0.8% | 44,287 | $13.6M |
| Inspire Trust Co, N.A. | 1.83% | Add +7.4% | 43,500 | $13.3M |
| Wolff Financial Management LLC | 2.66% | Add +5.9% | 43,491 | $13.3M |
| Belpointe Asset Management LLC | 0.43% | Reduce -0.1% | 43,372 | $13.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Add +10.6% | 42,929 | $13.1M |
| Bokf, NA | 0.18% | Add +3.4% | 42,617 | $13.1M |
| Regimen Wealth, LLC | 3.48% | Add +0.7% | 42,211 | $12.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -78.4% | 41,997 | $12.9M |
| NewEdge Wealth, LLC | 0.13% | Add +0.1% | 41,693 | $12.8M |
| Eagle Strategies LLC | 1.26% | Reduce -0.0% | 41,338 | $12.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -17.6% | 40,809 | $12.5M |
| Fusion Capital, LLC | 2.86% | Add +4.7% | 40,231 | $12.3M |
| Marietta Wealth Management, LLC | 1.27% | Add +6.1% | 40,200 | $12.3M |
| Gladwyn Financial Advisors, Inc. | 7.62% | Reduce -0.1% | 39,761 | $12.2M |
| Capital Analysts, LLC | 0.28% | Add +16.0% | 39,350 | $12.1M |
| Focus Partners Wealth | 0.01% | Reduce -38.5% | 38,872 | $11.9M |
| Advisors Capital Management, LLC | 0.13% | Add +950.9% | 38,126 | $11.7M |
| Sage Financial Group Inc. | 0.64% | Add +1.7% | 37,754 | $11.6M |
| Greenup Street Wealth Management LLC | 1.36% | Reduce -34.6% | 36,567 | $11.2M |
| RTD Financial Advisors, Inc. | 1.22% | Reduce -1.0% | 36,547 | $11.2M |
| Redwood Investment Management, LLC | 1.04% | Add +8.6% | 34,242 | $10.5M |
| Bare Financial Services, Inc | 2.40% | Add +3.5% | 34,210 | $10.5M |
| Prosperity Planning, Inc. | 3.36% | Add +2.5% | 34,198 | $10.5M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +5.6% | 34,121 | $10.5M |
| LMCG Investments, LLC | 0.55% | Reduce -13.0% | 33,657 | $10.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.9% | 33,282 | $10.2M |
| Connecticut Wealth Management, LLC | 0.37% | Reduce -10.2% | 32,765 | $10.0M |
| NFSG Corp | 1.22% | Add +4.1% | 32,220 | $9.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.0% | 32,081 | $9.8M |
| Leavell Investment Management, Inc. | 0.34% | Add +11.6% | 30,742 | $9.4M |
| Harbor Investment Advisory, LLC | 0.66% | Add +2.7% | 30,695 | $9.4M |
| First American Trust, FSB | 0.57% | Add +11.9% | 30,681 | $9.4M |
| Hapanowicz & Associates Financial Services, Inc | 2.92% | Add +0.3% | 30,605 | $9.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.6% | 29,618 | $9.1M |
| Ally Invest Advisors Inc. | 0.55% | Add +2.9% | 29,609 | $9.1M |
| Junk Investment Group, LLC | 4.01% | Add +0.6% | 29,540 | $9.0M |
| Allworth Financial LP | 0.04% | Reduce -33.7% | 29,192 | $8.9M |
| Savant Capital, LLC | 0.03% | Add +105.9% | 31,508 | $8.9M |
| Stephens Inc. | 0.10% | Add +1.3% | 29,026 | $8.9M |
| Pittenger & Anderson Inc. | 0.31% | Reduce -0.3% | 28,681 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +14.8% | 28,667 | $8.8M |
| Regal Investment Advisors LLC | 0.46% | Add +0.6% | 28,634 | $8.8M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -4.5% | 28,625 | $8.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.21% | Reduce -1.1% | 28,441 | $8.7M |
| Arax Advisory Partners | 0.06% | Add +94.8% | 28,109 | $8.6M |
| Caisse de depot et placement du Quebec | 0.01% | New | 27,893 | $8.5M |
| Mma Asset Management LLC | 2.68% | New | 27,452 | $8.4M |
| 360 Financial, Inc. | 2.11% | Reduce -3.2% | 27,149 | $8.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +10.6% | 27,064 | $8.3M |
| AQR Capital Management | 0.00% | Add +56.5% | 26,706 | $8.2M |
| Ascent Group, LLC | 0.24% | Reduce -4.0% | 25,720 | $7.9M |
| Northern Trust Corp. | 0.00% | Add +7.3% | 25,710 | $7.9M |
| Tidal Investments LLC | 0.02% | Add +43.4% | 25,698 | $7.9M |
| Texas Yale Capital Corp. | 0.17% | No change | 25,543 | $7.8M |
| SWAN Capital LLC | 2.65% | Reduce -13.2% | 25,316 | $7.8M |
| Brown Advisory Inc. | 0.01% | Reduce -0.2% | 25,278 | $7.7M |
| MassMutual Private Wealth & Trust, FSB | 0.20% | Reduce -9.9% | 24,746 | $7.6M |
| Bank of Montreal | 0.00% | Reduce -11.1% | 24,722 | $7.6M |
| JMG Financial Group, Ltd. | 0.18% | Reduce -5.5% | 24,594 | $7.5M |
| Checchi Capital Advisers, LLC | 0.48% | Add +176.6% | 24,593 | $7.5M |
| Eclectic Associates Inc. | 0.85% | Add +2.5% | 24,445 | $7.5M |
| Aufman Associates Inc | 2.98% | Reduce -1.0% | 24,429 | $7.5M |
| Highland Capital Management, LLC | 0.34% | Add +2.6% | 24,261 | $7.4M |
| Transamerica Financial Advisors, LLC | 0.62% | Reduce -7.3% | 24,087 | $7.4M |
| Bleakley Financial Group, LLC | 0.09% | Add +27.4% | 23,753 | $7.3M |
| Operose Advisors LLC | 1.39% | Reduce -16.5% | 23,535 | $7.2M |
| Kieckhefer Group LLC | 2.93% | No change | 23,527 | $7.2M |
| Cranbrook Wealth Management, LLC | 1.34% | Add +0.1% | 23,462 | $7.2M |
| Zeit Capital LLC | 4.21% | Add +2.1% | 22,803 | $7.0M |
| Sharp Wealth Advisory, LLC | 3.23% | Reduce -79.7% | 22,735 | $7.0M |
| Genesis Private Wealth, LLC | 1.96% | Add +3.6% | 22,714 | $7.0M |
| HFG Advisors, Inc. | 4.33% | Add +1.8% | 22,683 | $6.9M |
| HB Wealth Management, LLC | 0.04% | Add +0.1% | 22,679 | $6.9M |
| IVC Wealth Advisors LLC | 2.71% | Reduce -7.1% | 22,659 | $6.9M |
| Integrity Alliance, Llc. | 0.21% | Add +5.6% | 22,278 | $6.8M |
| Mosaic Family Wealth Partners, LLC | 0.46% | Add +2.6% | 22,214 | $6.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +5.3% | 22,084 | $6.8M |
| Planning Directions Inc. | 3.13% | Add +6.5% | 22,040 | $6.8M |
| Aprio Wealth Management, LLC | 0.33% | Reduce -5.1% | 21,786 | $6.7M |
| First United Bank & Trust | 1.91% | Add +0.5% | 21,625 | $6.6M |
| IFP Advisors, Inc | 0.12% | Reduce -72.0% | 21,312 | $6.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.7% | 21,300 | $6.5M |
| Arch Global Advisors, LLC | 2.87% | Add +0.7% | 21,204 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +1.8% | 21,062 | $6.5M |
| Councilor Wealth, LLC | 2.49% | Reduce -0.1% | 20,053 | $6.1M |
| Trustmark Bank Trust Department | 0.36% | No change | 19,896 | $6.1M |
| Asset Management Group, Inc. | 0.89% | Reduce -3.6% | 19,843 | $6.1M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +1113.3% | 19,741 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Reduce -1.9% | 19,454 | $6.0M |
| Park Avenue Securities LLC | 0.04% | Add +1.1% | 19,343 | $5.9M |
| Wealth Enhancement Trust Services, Inc. | 0.66% | Add +0.3% | 19,252 | $5.9M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -24.7% | 19,124 | $5.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.22% | Add +21.9% | 18,932 | $5.8M |
| Nwam LLC | 0.29% | Add +1.4% | 18,865 | $5.8M |
| HRT Financial LP | 0.01% | New | 18,763 | $5.7M |
| Waterford Advisors, LLC | 1.56% | Reduce -8.6% | 20,897 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +15.7% | 18,115 | $5.5M |
| Mutual Advisors, LLC | 0.10% | Add +22.2% | 18,013 | $5.5M |
| Virtu Financial LLC | 0.17% | New | 17,889 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +0.5% | 17,813 | $5.5M |
| Citizens Financial Group Inc. | 0.07% | Add +0.2% | 17,741 | $5.4M |
| Addison Advisors LLC | 2.56% | Reduce -54.2% | 17,717 | $5.4M |
| Prosperity Consulting Group, LLC | 0.20% | Reduce -2.5% | 17,582 | $5.4M |
| Baring Financial LLC | 2.97% | Add +0.2% | 17,538 | $5.4M |
| Moneco Advisors, LLC | 0.33% | Add +8.3% | 17,515 | $5.4M |
| SOA Wealth Advisors, LLC. | 0.90% | Reduce -13.4% | 17,419 | $5.3M |
| Summit Financial, LLC | 0.06% | Add +19.4% | 16,942 | $5.2M |
| Titleist Asset Management, LLC | 0.34% | Reduce -0.0% | 16,642 | $5.1M |
| Mather Group, Llc. | 0.04% | Reduce -4.5% | 16,501 | $5.1M |
| Caprock Group, LLC | 0.10% | Reduce -0.8% | 16,350 | $5.0M |
| Linscomb Wealth, Inc. | 0.22% | Add +84.4% | 16,286 | $5.0M |
| Pathstone Holdings, LLC | 0.01% | Add +13.5% | 16,218 | $5.0M |
| Goepper Burkhardt LLC | 1.49% | Reduce -7.8% | 16,215 | $5.0M |
| Brighton Jones LLC | 0.09% | Add +7.8% | 16,139 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.2% | 16,050 | $4.9M |
| CX Institutional | 0.14% | Reduce -1.8% | 15,924 | $4.9M |
| Sagace Wealth Management LLC | 3.06% | Reduce -3.0% | 15,823 | $4.8M |
| Nicolet Bankshares Inc. | 0.15% | Add +14.3% | 15,732 | $4.8M |
| Keel Point, LLC | 0.28% | Add +4.4% | 15,283 | $4.7M |
| Harbour Investments, Inc. | 0.06% | Add +2.1% | 15,129 | $4.6M |
| Tiaa Trust, National Association | 0.27% | Reduce -8.2% | 15,080 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +2.0% | 15,015 | $4.6M |
| Atria Investments, Inc | 0.05% | Add +30.2% | 14,748 | $4.5M |
| LifePlan Investment Advisors, Inc. | 1.55% | Reduce -1.2% | 14,701 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +5.3% | 14,561 | $4.5M |
| Ifrah Financial Services, Inc. | 1.08% | Reduce -1.0% | 14,496 | $4.4M |
| Bravera Wealth | 1.69% | Add +11.7% | 14,425 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.88% | Add +37.4% | 14,211 | $4.4M |
| Cohen Klingenstein LLC | 0.12% | Add +0.5% | 13,922 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 13,859 | $4.2M |
| Clark Financial Services Group Inc. | 2.00% | Add +2.1% | 13,813 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +9.8% | 13,623 | $4.2M |
| MidAtlantic Capital Management, Inc. | 2.59% | Reduce -8.6% | 13,601 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.52% | Add +2.8% | 13,586 | $4.2M |
| Berman McAleer LLC | 0.48% | Reduce -1.6% | 13,424 | $4.1M |
| Peak Retirement Planning, Inc. | 0.64% | Reduce -26.9% | 13,285 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -3.6% | 13,278 | $4.1M |
| MSH Capital Advisors LLC | 0.70% | Reduce -1.1% | 13,225 | $4.1M |
| Allstreet Capital Advisors LLC | 2.63% | Add +2.5% | 13,223 | $4.1M |
| PFG Advisors | 0.20% | Add +10.0% | 13,030 | $4.0M |
| Wedmont Private Capital | 0.11% | Add +1.6% | 13,161 | $4.0M |
| Krilogy Financial LLC | 0.12% | Reduce -1.9% | 12,900 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +12.2% | 12,486 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 12,456 | $3.8M |
| Renaissance Technologies | 0.01% | New | 12,385 | $3.8M |
| Founders Grove Wealth Partners, LLC | 0.75% | Add +3.3% | 12,325 | $3.8M |
| Mustard Seed Financial, LLC | 1.96% | Add +10.0% | 12,319 | $3.8M |
| SilverOak Wealth Management LLC | 0.48% | Add +0.6% | 12,200 | $3.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.3% | 12,137 | $3.7M |
| Moody National Bank Trust Division | 0.31% | Add +0.2% | 12,112 | $3.7M |
| Crestwood Advisors Group, LLC | 0.05% | Add +7.6% | 12,063 | $3.7M |
| Juncture Wealth Strategies, LLC | 0.96% | Reduce -6.5% | 12,028 | $3.7M |
| Sovran Advisors, LLC | 0.27% | Add +3.7% | 12,289 | $3.6M |
| Clearstead Advisors, LLC | 0.03% | Reduce -4.0% | 11,743 | $3.6M |
| Steph & Co. | 0.91% | Reduce -2.0% | 11,722 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.8% | 11,693 | $3.6M |
| Sterling Financial Planning, Inc. | 0.96% | Add +1.9% | 11,514 | $3.5M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -5.4% | 11,512 | $3.5M |
| Vise Technologies, Inc. | 0.04% | Add +193.4% | 11,364 | $3.5M |
| American Financial & Tax Strategies Inc. | 1.56% | Add +0.5% | 11,298 | $3.5M |
| Werba Rubin Papier Wealth Management | 0.42% | Add +6.9% | 11,268 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -10.3% | 11,218 | $3.4M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.0% | 11,562 | $3.4M |
| Lionshead Wealth Management, LLC | 2.19% | Add +13.6% | 11,030 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.19% | No change | 10,965 | $3.4M |
| Choreo, LLC | 0.04% | Reduce -5.0% | 10,960 | $3.4M |
| IFG Advisory, LLC | 0.12% | New | 10,746 | $3.3M |
| Tower View Wealth Management LLC | 1.44% | Add +0.3% | 10,677 | $3.3M |
| Visionary Wealth Advisors | 0.13% | Add +3.1% | 10,587 | $3.2M |
| Founders Financial Securities LLC | 0.16% | Add +2.4% | 10,402 | $3.2M |
| Ballentine Partners, LLC | 0.04% | No change | 10,380 | $3.2M |
| LeConte Wealth Management, LLC | 1.72% | Add +8.2% | 10,282 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 10,206 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Add +6.9% | 10,128 | $3.1M |
| Strategic Wealth Advisors LLC | 2.60% | Reduce -4.1% | 10,899 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.31% | Add +0.0% | 9,921 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Reduce -3.2% | 9,919 | $3.0M |
| Argent Trust Co | 0.09% | Add +65.0% | 9,905 | $3.0M |
| Principal Securities, Inc. | 0.04% | Reduce -1.5% | 9,765 | $3.0M |
| Gotham Asset Management | 0.01% | Add +9.6% | 9,695 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -9.7% | 9,676 | $3.0M |
| Kintra Wealth, LLC | 0.15% | Reduce -35.6% | 9,451 | $3.0M |
| Creative Financial Designs Inc. | 0.14% | Add +1.9% | 9,580 | $2.9M |
| Victory Financial Group, LLC | 0.31% | Reduce -2.4% | 9,545 | $2.9M |
| Chilton Investment Co. Inc. | 0.07% | No change | 9,503 | $2.9M |
| Intergy Private Wealth, LLC | 0.67% | No change | 9,481 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +4.9% | 9,467 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +21.0% | 9,449 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 0.87% | Reduce -1.9% | 9,434 | $2.9M |
| Leading Edge Financial Planning LLC | 0.51% | New | 9,383 | $2.9M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -4.2% | 9,368 | $2.9M |
| Thrive Capital Management, LLC | 0.53% | Reduce -35.1% | 9,161 | $2.8M |
| Magnus Financial Group LLC | 0.20% | Reduce -0.3% | 9,086 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.0% | 9,040 | $2.8M |
| Simmons Bank | 0.16% | Add +24.5% | 9,013 | $2.8M |
| Willis Johnson & Associates, Inc. | 0.15% | Reduce -30.5% | 9,012 | $2.8M |
| Sigma Planning Corp | 0.07% | Reduce -7.9% | 8,985 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.3% | 8,933 | $2.7M |
| Park National Corp. | 0.08% | Reduce -31.1% | 8,874 | $2.7M |
| Institute for Wealth Management, LLC. | 0.24% | No change | 8,815 | $2.7M |
| Stevens Capital Partners | 0.51% | Add +3.1% | 8,718 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.2% | 8,670 | $2.7M |
| Cozad Asset Management Inc. | 0.17% | Add +33.1% | 8,652 | $2.6M |
| Cooksen Wealth, LLC | 1.66% | Reduce -2.6% | 8,578 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -4.0% | 8,573 | $2.6M |
| CJM Wealth Advisers, Ltd. | 0.69% | Reduce -8.0% | 8,559 | $2.6M |
| First PREMIER Bank | 0.42% | Add +22.0% | 8,525 | $2.6M |
| KPP Advisory Services LLC | 0.33% | No change | 8,521 | $2.6M |
| Oxinas Partners, LLC | 1.03% | Add +25.7% | 8,495 | $2.6M |
| GC Wealth Management RIA, LLC | 0.15% | Reduce -4.5% | 8,380 | $2.6M |
| Americana Partners, LLC | 0.06% | Add +4.8% | 8,130 | $2.5M |
| OneAscent Financial Services LLC | 0.12% | Add +2.6% | 8,116 | $2.5M |
| Kassira Wealth Management LLC | 2.00% | Reduce -0.1% | 8,108 | $2.5M |
| ERn Financial, LLC | 0.41% | Reduce -2.3% | 8,101 | $2.5M |
| Meridian Financial Advisors, LLC | 1.19% | Reduce -3.3% | 8,059 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -16.9% | 8,033 | $2.5M |
| Wealth Alliance, LLC | 0.21% | Reduce -10.5% | 8,021 | $2.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.30% | Add +9.3% | 8,015 | $2.5M |
| Nuveen, LLC | 0.00% | New | 8,013 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +29.2% | 7,967 | $2.4M |
| Laurel Oak Wealth Management, LLC | 0.36% | Add +0.3% | 7,961 | $2.4M |
| 1834 Investment Advisors Co. | 0.28% | Add +24.0% | 7,926 | $2.4M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 7,895 | $2.4M |
| World Investment Advisors | 0.04% | Reduce -10.6% | 9,243 | $2.4M |
| Insight Advisors, LLC/ PA | 0.42% | Reduce -4.2% | 7,745 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.20% | Add +40.8% | 7,741 | $2.4M |
| ProVise Management Group, LLC | 0.16% | No change | 7,705 | $2.4M |
| Causey Wealth LLC | 0.91% | Add +0.1% | 7,638 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -23.4% | 7,574 | $2.3M |
| Tsfg, LLC | 0.29% | Reduce -4.6% | 7,515 | $2.3M |
| AE Wealth Management LLC | 0.01% | Add +27.0% | 7,494 | $2.3M |
| Maridea Wealth Management LLC | 0.25% | Reduce -8.9% | 7,490 | $2.3M |
| Lowery Thomas, LLC | 1.11% | Add +0.6% | 7,445 | $2.3M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -6.7% | 7,427 | $2.3M |
| Asset Allocation & Management Company, LLC | 0.74% | No change | 7,329 | $2.2M |
| Horizon Investments, LLC | 0.02% | Reduce -48.9% | 7,327 | $2.2M |
| Alexander Labrunerie & Co., Inc. | 0.79% | Reduce -13.2% | 7,319 | $2.2M |
| Cordoba Advisory Partners LLC | 0.47% | Add +17.5% | 7,263 | $2.2M |
| Stuart Investment Advisors, Inc. | 0.89% | Reduce -1.8% | 7,250 | $2.2M |
| Colonial Trust Co / SC | 0.28% | No change | 7,231 | $2.2M |
| Venture Visionary Partners LLC | 0.06% | Reduce -0.5% | 7,205 | $2.2M |
| NBT Bank, N.A. | 0.15% | Reduce -0.1% | 7,180 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.18% | Reduce -8.6% | 7,172 | $2.2M |
| Fee-Only Financial Planning, L.C. | 1.16% | Add +0.4% | 7,093 | $2.2M |
| Fidelis Capital Partners, LLC | 0.13% | Reduce -1.2% | 7,089 | $2.2M |
| Quadrant Capital Group LLC | 0.06% | Reduce -25.3% | 7,080 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -10.5% | 7,092 | $2.2M |
| Washington Trust Advisors, Inc. | 0.16% | Add +2.3% | 7,011 | $2.1M |
| Net Worth Advisory Group | 0.52% | Reduce -32.0% | 6,704 | $2.1M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -1.6% | 6,677 | $2.0M |
| Indivisible Partners | 0.12% | Reduce -4.2% | 6,667 | $2.0M |
| Waystone Advisors LLC | 1.52% | Add +5.6% | 6,645 | $2.0M |
| Jacobs Equity LLC | 1.40% | Add +10.0% | 6,604 | $2.0M |
| Vanguard Advisers Inc. | 0.01% | Add +2.1% | 6,551 | $2.0M |
| Level Four Advisory Services, LLC | 0.06% | Add +5.5% | 6,523 | $2.0M |
| TFB Advisors LLC | 0.87% | Reduce -2.9% | 6,451 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +34.9% | 6,426 | $2.0M |
| Envision Financial Planning, LLC | 0.63% | Add +0.0% | 6,351 | $1.9M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.0% | 6,346 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -5.2% | 6,317 | $1.9M |
| Mascagni Wealth Management, Inc. | 1.18% | Reduce -1.2% | 6,223 | $1.9M |
| Community Financial Services Group, LLC | 0.28% | No change | 6,231 | $1.9M |
| City Holding Co. | 0.21% | Reduce -1.9% | 6,132 | $1.9M |
| Capital Squared Financial LLC | 1.23% | Add +8.1% | 6,130 | $1.9M |
| Brady Martz Wealth Solutions, LLC | 0.28% | No change | 6,128 | $1.9M |
| Weinberger Asset Management, Inc | 0.60% | Reduce -7.5% | 6,343 | $1.9M |
| Genesis Financial Group, LLC | 1.22% | Add +5.1% | 6,111 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -20.2% | 6,102 | $1.9M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -20.2% | 6,076 | $1.9M |
| Fortis Capital Advisors, LLC | 0.21% | Reduce -10.1% | 6,074 | $1.9M |
| UMB Bank, n.a. | 0.02% | Reduce -11.5% | 6,069 | $1.9M |
| MJT & Associates Financial Advisory Group, Inc. | 1.22% | Reduce -0.3% | 6,040 | $1.8M |
| Banque Transatlantique SA | 0.04% | New | 6,034 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -18.2% | 6,027 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -33.9% | 5,989 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.5% | 5,966 | $1.8M |
| Brookstone Capital Management | 0.02% | Reduce -71.0% | 5,962 | $1.8M |
| Family Manage LLC | 0.19% | Reduce -0.3% | 5,961 | $1.8M |
| Tritonpoint Wealth, LLC | 0.18% | Reduce -29.6% | 5,936 | $1.8M |
| TritonPoint Partners, LLC | 0.15% | New | 5,936 | $1.8M |
| Keybank National Association | 0.01% | Add +3.5% | 5,800 | $1.8M |
| Nova Wealth Management, Inc. | 0.98% | Reduce -3.8% | 5,771 | $1.8M |
| Mainstream Capital Management LLC | 1.06% | Reduce -0.3% | 5,764 | $1.8M |
| Hilltop National Bank | 0.37% | Reduce -0.9% | 5,717 | $1.8M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -66.3% | 5,681 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 5,673 | $1.7M |
| Falcon Wealth Planning | 0.11% | Add +13.2% | 5,664 | $1.7M |
| Southland Equity Partners LLC | 0.30% | New | 5,636 | $1.7M |
| Uptick Partners, LLC | 0.26% | Add +8.1% | 5,526 | $1.7M |
| St. Louis Trust Co | 0.19% | No change | 3,801 | $1.7M |
| Strategic Wealth Investment Group, LLC | 0.20% | New | 5,499 | $1.7M |
| Capital Management Associates, Inc | 0.34% | Add +10.2% | 5,443 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.78% | Add +1.7% | 5,426 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -1.2% | 5,398 | $1.7M |
| J. M. Brown & Associates Inc. | 0.94% | — | 5,385 | $1.6M |
| Generations Wealth, LLC | 1.57% | Reduce -19.2% | 5,385 | $1.6M |
| Tme Financial, Inc. | 1.01% | Reduce -52.5% | 5,337 | $1.6M |
| Center For Asset Management LLC | 0.72% | Reduce -0.5% | 5,276 | $1.6M |
| Michels Family Financial, LLC | 1.02% | Add +5.7% | 5,210 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +87.8% | 5,199 | $1.6M |
| Sierra Capital LLC | 0.15% | Reduce -0.7% | 5,196 | $1.6M |
| GTS Securities LLC | 0.03% | New | 5,114 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Add +14.0% | 5,068 | $1.6M |
| Frisch Financial Group, Inc. | 0.27% | Reduce -7.6% | 5,065 | $1.6M |
| Daymark Wealth Partners, LLC | 0.04% | Add +22.1% | 5,040 | $1.5M |
| Wood Tarver Financial Group, LLC | 0.36% | Add +0.5% | 5,022 | $1.5M |
| Next Capital Management LLC | 0.42% | No change | 5,020 | $1.5M |
| Warner Financial, Inc. | 0.45% | Add +1.5% | 5,014 | $1.5M |
| Baldwin Investment Management, LLC | 0.15% | No change | 5,000 | $1.5M |
| Csenge Advisory Group | 0.06% | Reduce -4.0% | 4,985 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -0.3% | 4,982 | $1.5M |
| FC Advisory LLC | 0.40% | Reduce -3.0% | 4,973 | $1.5M |
| Apollon Financial, LLC | 0.18% | Add +15.8% | 4,969 | $1.5M |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -4.2% | 4,960 | $1.5M |
| Talon Private Wealth, LLC | 0.18% | Reduce -73.8% | 4,946 | $1.5M |
| Brand Asset Management Group, Inc. | 0.33% | Add +0.4% | 4,898 | $1.5M |
| Pennsylvania Capital Management Inc. | 0.38% | No change | 4,882 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -0.7% | 4,870 | $1.5M |
| Spire Wealth Management | 0.04% | Reduce -6.1% | 4,853 | $1.5M |
| Verus Capital Partners, LLC | 0.08% | Add +20.9% | 4,837 | $1.5M |
| Friday Financial | 0.39% | Add +10.3% | 4,887 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | No change | 4,793 | $1.5M |
| Mgo One Seven LLC | 0.02% | Reduce -1.7% | 4,772 | $1.5M |
| Accel Wealth Management | 0.33% | Add +12.7% | 4,763 | $1.5M |
| TRB Wealth Management, LLC | 0.19% | Add +3.7% | 4,747 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 0.83% | Add +0.4% | 4,706 | $1.4M |
| Cornerstone Advisory, LLC | 0.12% | Reduce -0.2% | 4,703 | $1.4M |
| Ameriflex Group, Inc. | 0.59% | Reduce -3.4% | 4,696 | $1.4M |
| Beacon Advisors Holdings, LLC | 0.70% | Add +0.1% | 4,672 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +19.0% | 4,662 | $1.4M |
| Silverlake Wealth Management LLC | 0.27% | Add +1.6% | 4,599 | $1.4M |
| Colonial Trust Advisors | 0.10% | Reduce -1.1% | 4,591 | $1.4M |
| Principle Wealth Partners LLC | 0.07% | No change | 4,591 | $1.4M |
| WealthShield Partners, LLC | 0.21% | Reduce -54.5% | 4,568 | $1.4M |
| Evergreen Wealth Management, LLC | 0.65% | Add +1.8% | 4,537 | $1.4M |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -25.8% | 4,497 | $1.4M |
| Bank of Hawaii | 0.07% | Reduce -8.9% | 4,474 | $1.4M |
| Royal Fund Management, LLC | 0.11% | New | 4,448 | $1.4M |
| Ironwood Financial, llc | 0.21% | Add +5.1% | 4,530 | $1.4M |
| MorganRosel Wealth Management, LLC | 0.46% | Add +5.5% | 4,430 | $1.4M |
| Whittier Trust Co. | 0.01% | No change | 4,450 | $1.4M |
| Brindle & Bay Financial Advisors, LLC | 0.68% | Reduce -39.4% | 4,417 | $1.4M |
| Wedbush Securities Inc. | 0.03% | Add +31.0% | 4,396 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.7% | 4,361 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -0.2% | 4,385 | $1.3M |
| Autumn Glory Partners, LLC | 0.37% | No change | 4,300 | $1.3M |
| PKS Advisory Services, LLC | 0.21% | Add +4.4% | 4,279 | $1.3M |
| Fairscale Capital, LLC | 0.78% | Reduce -2.2% | 4,277 | $1.3M |
| Ehrlich Financial Group | 0.67% | New | 4,250 | $1.3M |
| Beacon Financial Planning, Inc. | 0.44% | Add +0.1% | 4,234 | $1.3M |
| Shira Ridge Wealth Management | 0.45% | Reduce -13.4% | 4,232 | $1.3M |
| Richard P Slaughter Associates Inc | 0.26% | Reduce -17.5% | 4,199 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +17.6% | 4,177 | $1.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.30% | Add +4.5% | 4,132 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,196 | $1.3M |
| Salem Investment Counselors Inc. | 0.03% | No change | 4,115 | $1.3M |
| Tyche Wealth Partners LLC | 0.18% | No change | 4,095 | $1.3M |
| TPG Financial Advisors, LLC | 0.37% | Reduce -1.8% | 4,077 | $1.2M |
| Wealth Preservation Advisors, LLC | 0.70% | Add +19.9% | 4,027 | $1.2M |
| Integrated Investment Consultants, LLC | 0.24% | Add +0.1% | 4,009 | $1.2M |
| DeLarme Wealth Management, Inc. | 0.71% | Add +8.7% | 3,973 | $1.2M |
| Hexagon Capital Partners LLC | 0.17% | Reduce -0.7% | 3,952 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +4.9% | 3,938 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +20.3% | 3,933 | $1.2M |
| Members Wealth LLC | 0.66% | Reduce -7.3% | 3,927 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -3.2% | 3,878 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.31% | Add +6.4% | 3,874 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.34% | Reduce -1.0% | 3,851 | $1.2M |
| Cibc World Market Inc. | 0.00% | Reduce -0.2% | 3,835 | $1.2M |
| XML Financial, LLC | 0.09% | Add +0.1% | 3,828 | $1.2M |
| Mathes Company, Inc. | 0.36% | No change | 3,820 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +0.2% | 3,802 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.08% | Add +0.2% | 3,784 | $1.2M |
| Manchester Capital Management LLC | 0.15% | Reduce -10.9% | 3,776 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.2% | 3,768 | $1.2M |
| Sterling Investment Counsel, LLC | 0.27% | Reduce -11.3% | 3,766 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.15% | No change | 3,751 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +11.0% | 3,703 | $1.1M |
| Horizon Bancorp Inc. | 0.53% | Reduce -2.4% | 3,703 | $1.1M |
| BKM Wealth Management, LLC | 0.40% | Reduce -26.5% | 3,660 | $1.1M |
| Zions Bancorporation, National Association | 0.07% | No change | 3,632 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -47.7% | 3,614 | $1.1M |
| Sapient Capital LLC | 0.01% | Add +3.0% | 3,599 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Add +0.2% | 3,570 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Add +60.0% | 3,556 | $1.1M |
| Collective Family Office LLC | 0.22% | Add +3.2% | 3,551 | $1.1M |
| Finward Bancorp | 0.82% | Add +2.6% | 3,535 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +0.5% | 3,534 | $1.1M |
| Geneva Partners, LLC | 0.29% | Reduce -5.0% | 3,527 | $1.1M |
| Owen LaRue, LLC | 0.37% | Add +3.0% | 3,473 | $1.1M |
| High Net Worth Advisory Group LLC | 0.23% | Reduce -33.3% | 3,472 | $1.1M |
| Flagstar Securities, Inc. | 0.32% | Add +3.0% | 3,465 | $1.1M |
| Western Wealth Management, LLC | 0.03% | Reduce -2.7% | 3,456 | $1.1M |
| Oakworth Capital, Inc. | 0.05% | No change | 3,451 | $1.1M |
| Tempo Wealth, LLC | 0.16% | Add +2.8% | 3,421 | $1.0M |
| Independence Asset Advisors, LLC | 0.27% | Add +0.1% | 3,331 | $1.0M |
| First Financial Bank - Trust Division | 0.07% | No change | 3,328 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -12.7% | 3,312 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +4.8% | 3,307 | $1.0M |
| Ieq Capital, LLC | 0.00% | Reduce -32.0% | 3,302 | $1.0M |
| JNBA Financial Advisors | 0.08% | Reduce -8.9% | 3,302 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +3.9% | 3,295 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -1.4% | 3,292 | $1.0M |
| FFT Wealth Management LLC | 0.16% | No change | 3,287 | $1.0M |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.0% | 3,284 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 3,886 | $1.0M |
| Briggs Wealth Management, Inc | 0.91% | Reduce -7.0% | 3,262 | $999K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -4.1% | 3,253 | $996K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,226 | $988K |
| Alpine Bank Wealth Management | 0.13% | Reduce -28.6% | 3,219 | $986K |
| McNamara Financial Services, Inc. | 0.17% | Reduce -3.8% | 3,129 | $958K |
| Legacy Financial Group LLC | 0.11% | No change | 3,124 | $957K |
| First Manhattan Co. Llc. | 0.00% | Add +1.8% | 3,110 | $953K |
| Provident Living Financial Services, Inc. | 0.93% | Reduce -0.0% | 3,096 | $948K |
| Wesbanco Bank Inc. | 0.02% | Reduce -11.2% | 3,083 | $944K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -0.9% | 3,069 | $940K |
| Certified Advisory Corp | 0.08% | Reduce -12.6% | 3,061 | $938K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +121.4% | 3,060 | $937K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -42.1% | 3,053 | $935K |
| Waller Financial Planning Group, Inc. | 0.19% | Reduce -4.7% | 3,025 | $927K |
| Strategic Financial Partners, Ltd. | 0.35% | Add +5.6% | 3,011 | $922K |
| Norden Group LLC | 0.08% | Reduce -6.0% | 3,006 | $921K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -29.0% | 3,001 | $919K |
| Carnegie Investment Counsel | 0.02% | Add +1.0% | 2,998 | $918K |
| World Equity Group, Inc. | 0.21% | Add +2.9% | 2,995 | $917K |
| LightSquare Wealth Management, LLC | 0.63% | Reduce -10.2% | 2,992 | $916K |
| SGL Investment Advisors, Inc. | 0.32% | Add +13.1% | 3,002 | $916K |
| Nalls Sherbakoff Group, LLC | 0.65% | Reduce -4.2% | 2,982 | $913K |
| Wick Capital Partners, LLC | 0.14% | Reduce -1.2% | 2,961 | $907K |
| Mission Wealth Management, LP | 0.01% | Add +128.8% | 2,956 | $906K |
| Greenwood Gearhart LLC | 0.04% | Add +33.6% | 2,948 | $903K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -1.5% | 2,940 | $900K |
| Aviso Wealth Management | 0.30% | No change | 2,867 | $878K |
| Steelhead Wealth Management LLC | 0.35% | No change | 2,852 | $873K |
| Independent Wealth Network Inc. | 0.22% | Add +5.1% | 2,845 | $871K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +21.2% | 2,836 | $869K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.4% | 2,820 | $864K |
| Essex Financial Services, Inc. | 0.04% | Add +8.0% | 2,807 | $860K |
| Kanawha Capital Management LLC | 0.06% | No change | 2,767 | $848K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.3% | 2,755 | $844K |
| Founders Financial Alliance, LLC | 0.11% | Add +0.1% | 2,754 | $843K |
| Auxano Advisors, LLC | 0.16% | Reduce -71.2% | 2,752 | $843K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +3.9% | 2,726 | $835K |
| Valley Forge Investment Consultants Inc. Adv | 0.21% | Add +0.1% | 2,725 | $835K |
| Bernardo Wealth Planning LLC | 0.14% | No change | 2,720 | $833K |
| Burns Matteson Capital Management, LLC | 0.26% | Reduce -4.1% | 2,680 | $821K |
| Bouvel Investment Partners, LLC | 0.19% | Reduce -2.5% | 2,673 | $819K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.0% | 2,669 | $817K |
| Enclave Advisors LLC | 0.11% | No change | 2,656 | $814K |
| Sowell Financial Services LLC | 0.03% | Reduce -11.5% | 2,656 | $814K |
| International Assets Investment Management, LLC | 0.05% | Add +158.1% | 2,664 | $810K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.1% | 2,639 | $808K |
| Bridgewater Advisors Inc. | 0.04% | No change | 2,676 | $807K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.6% | 2,620 | $802K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.1% | 2,610 | $800K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +0.0% | 2,609 | $799K |
| Washington Trust Bank | 0.06% | Reduce -0.1% | 2,607 | $799K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,601 | $797K |
| GWN Securities Inc. | 0.13% | Add +3.0% | 2,584 | $791K |
| Smartleaf Asset Management LLC | 0.03% | No change | 2,595 | $788K |
| Strategic Financial Services, Inc. | 0.03% | No change | 2,566 | $786K |
| Roman Butler Fullerton & Co. | 0.19% | No change | 2,614 | $783K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -25.2% | 2,537 | $777K |
| Advocate Investing Services LLC | 0.60% | No change | 2,533 | $776K |
| Goelzer Investment Management, Inc. | 0.03% | Add +3.9% | 2,527 | $774K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -0.2% | 2,515 | $770K |
| Roof Eidam Maycock Peralta, LLC | 0.15% | No change | 2,480 | $760K |
| Bank of Marin | 0.53% | Reduce -0.4% | 2,473 | $757K |
| Waterfront Wealth Inc. | 0.12% | Reduce -11.6% | 2,505 | $757K |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 2,471 | $757K |
| Bridgewealth Advisory Group, LLC | 0.14% | Add +0.0% | 2,468 | $756K |
| BCS Wealth Management | 0.13% | Reduce -0.1% | 2,444 | $749K |
| Rossby Financial, LCC | 0.14% | Add +450.8% | 2,429 | $743K |
| Thayer Partners, LLC / MA | 0.31% | Add +0.1% | 2,423 | $742K |
| Anchor Investment Management, LLC | 0.06% | Reduce -12.7% | 2,423 | $742K |
| Evolution Advisers, Inc. | 0.27% | No change | 2,389 | $731K |
| Ridgewood Investments LLC | 0.27% | Reduce -2.5% | 2,365 | $724K |
| Modern Wealth Management, LLC | 0.01% | New | 2,348 | $719K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 2,319 | $710K |
| West Bancorporation Inc. | 0.30% | No change | 2,318 | $710K |
| Sepio Capital, LP | 0.04% | Reduce -14.6% | 2,318 | $710K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.8% | 2,317 | $710K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -0.8% | 2,316 | $709K |
| One Capital Management, LLC | 0.02% | No change | 2,744 | $706K |
| Ocean Park Asset Management, LLC | 0.03% | New | 2,272 | $696K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,272 | $696K |
| Simplicity Wealth,LLC | 0.02% | Add +55.3% | 2,262 | $693K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +21.6% | 2,257 | $691K |
| Clarity Financial LLC | 0.06% | No change | 2,247 | $688K |
| FWG Investments, LLC. | 0.36% | Add +8.0% | 2,240 | $686K |
| Jane Street Group, LLC | 0.00% | Add +0.8% | 2,220 | $680K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.6% | 2,195 | $672K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -0.2% | 2,154 | $660K |
| MCF Advisors LLC | 0.02% | Add +11.1% | 2,109 | $646K |
| Powell Investment Advisors, LLC | 0.20% | No change | 2,109 | $646K |
| Meridian Wealth Advisors, LLC | 0.07% | Add +25.9% | 2,106 | $645K |
| Spirepoint Private Client, LLC | 0.05% | No change | 2,098 | $643K |
| Ewa, LLC | 0.12% | Reduce -0.9% | 2,084 | $638K |
| Red Reef Advisors LLC | 0.58% | Reduce -11.9% | 2,067 | $633K |
| First Trust Advisors LP | 0.00% | Add +2.8% | 2,066 | $633K |
| Tower Bridge Advisors | 0.06% | No change | 2,059 | $631K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -0.5% | 2,044 | $626K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,043 | $626K |
| Cypress Wealth Services, LLC | 0.08% | No change | 2,042 | $626K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 2,039 | $625K |
| Tannin Capital LLC | 0.41% | Reduce -9.9% | 2,039 | $625K |
| Croban | 0.27% | Add +4.7% | 2,032 | $622K |
| Wilkerson Advisory Group LLC | 0.19% | Add +0.1% | 2,006 | $614K |
| Willner & Heller, LLC | 0.38% | Add +0.1% | 1,995 | $611K |
| Keystone Financial Services, LLC | 0.36% | Add +0.3% | 1,976 | $605K |
| Stratos Investment Management, LLC | 0.02% | Reduce -0.9% | 1,970 | $604K |
| Timbuktu Capital Management, LLC | 0.91% | — | 1,970 | $603K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -13.6% | 1,970 | $603K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -16.9% | 1,969 | $603K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 2,343 | $603K |
| FDx Advisors, Inc. | 0.18% | Add +0.1% | 1,942 | $595K |
| Valley National Advisers Inc. | 0.07% | Reduce -69.3% | 1,929 | $591K |
| Curi Capital, LLC | 0.01% | Reduce -21.1% | 1,928 | $591K |
| DDFG, Inc | 0.12% | Reduce -1.0% | 1,926 | $590K |
| Plancorp, LLC | 0.01% | Reduce -34.5% | 1,965 | $589K |
| Merited Wealth, LLC | 0.41% | Reduce -7.4% | 1,911 | $585K |
| American Trust | 0.05% | Add +3.3% | 1,910 | $585K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 1,908 | $584K |
| Lodestone Wealth Management LLC | 0.20% | Add +23.3% | 1,887 | $578K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,874 | $574K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.20% | Add +1.8% | 1,869 | $572K |
| Fragasso Financial Advisors Inc | 0.03% | Add +18.3% | 1,866 | $572K |
| HUB Investment Partners, LLC | 0.01% | Add +0.8% | 1,861 | $570K |
| Sovereign Financial Group, Inc. | 0.09% | Add +1.3% | 1,831 | $561K |
| Aspiriant, LLC | 0.01% | No change | 1,828 | $560K |
| PFG Investments, LLC | 0.02% | Reduce -1.8% | 1,828 | $560K |
| Balboa Wealth Partners | 0.08% | New | 1,826 | $559K |
| Sei Investments Co. | 0.00% | New | 1,821 | $558K |
| Archford Capital Strategies, LLC | 0.06% | No change | 1,804 | $553K |
| Financial Freedom, LLC | 0.25% | Reduce -1.2% | 1,798 | $551K |
| Davis R M Inc. | 0.01% | No change | 1,790 | $548K |
| Van Diest Capital, LLC | 0.49% | Add +75.6% | 1,786 | $547K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -2.7% | 1,778 | $545K |
| Kennicott Capital Management LLC | 0.25% | No change | 1,739 | $533K |
| Wealthspan Partners, LLC | 0.17% | Add +4.3% | 1,731 | $530K |
| Smith Asset Management Co., LLC | 0.42% | Reduce -13.5% | 1,723 | $528K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -12.7% | 1,716 | $526K |
| Ledyard National Bank | 0.04% | Reduce -2.1% | 1,715 | $525K |
| VestGen Advisors, LLC | 0.02% | Add +11.1% | 1,707 | $523K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -0.5% | 1,706 | $523K |
| Tectonic Advisors LLC | 0.03% | Add +1.8% | 1,700 | $521K |
| Lynx Investment Advisory | 0.17% | New | 1,699 | $520K |
| Dearborn Partners LLC | 0.03% | Reduce -0.2% | 1,683 | $516K |
| Caliber Wealth Management, LLC / KS | 0.05% | No change | 1,676 | $514K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.1% | 1,666 | $510K |
| Horizon Family Wealth, Inc. | 0.23% | Add +29.3% | 1,651 | $506K |
| Madison Park Capital Advisors, LLC | 0.36% | Add +4.3% | 1,665 | $505K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.3% | 1,644 | $504K |
| GEN Financial Management, INC. | 0.30% | No change | 1,640 | $502K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -1.0% | 1,635 | $501K |
| Petix & Botte Co | 0.10% | Add +58.8% | 1,634 | $500K |
| Passive Capital Management, LLC. | 0.16% | Add +0.6% | 1,789 | $499K |
| Everstar Asset Management, LLC | 0.24% | No change | 1,625 | $498K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 1,575 | $482K |
| Beacon Financial Group | 0.04% | No change | 1,566 | $480K |
| KLCM Advisors, Inc. | 0.04% | No change | 1,564 | $479K |
| Flputnam Investment Management Co. | 0.01% | Add +48.2% | 1,562 | $478K |
| Haverford Trust Co | 0.00% | No change | 1,561 | $478K |
| North Star Asset Management Inc. | 0.02% | Reduce -0.5% | 1,536 | $470K |
| Vance Wealth, LLC | 0.11% | Reduce -42.0% | 1,535 | $470K |
| Sara-Bay Financial | 0.13% | Add +4.8% | 1,534 | $470K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.4% | 1,533 | $470K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -30.8% | 1,527 | $468K |
| Horizon Financial Services, LLC | 0.18% | Add +43.5% | 1,521 | $466K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,504 | $461K |
| Perryman Financial Advisory Inc. | 0.06% | No change | 1,504 | $461K |
| WP Advisors, LLC | 0.11% | Reduce -28.8% | 1,502 | $460K |
| Pacific Sun Financial Corp | 0.19% | Reduce -5.7% | 1,500 | $459K |
| RFG Holdings, Inc. | 0.10% | Add +0.1% | 1,499 | $459K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,500 | $459K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -9.4% | 1,498 | $459K |
| Silver Coast Investments LLC | 0.14% | Add +1.7% | 1,499 | $459K |
| Creekside Partners | 0.17% | No change | 1,492 | $457K |
| Graetz Wealth LLC | 0.36% | Reduce -38.3% | 1,492 | $457K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.2% | 1,482 | $454K |
| Amara Financial, Llc. | 0.27% | Add +0.1% | 1,482 | $454K |
| Morton Brown Family Wealth, LLC | 0.10% | No change | 1,480 | $453K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.3% | 1,479 | $453K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +0.7% | 1,478 | $453K |
| Acropolis Investment Management, LLC | 0.02% | No change | 1,475 | $452K |
| Caldwell Trust Co | 0.04% | Add +9.3% | 1,473 | $451K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +0.1% | 1,471 | $451K |
| Medallion Wealth Advisors, LLC | 0.14% | Reduce -0.2% | 1,454 | $450K |
| QRG Capital Management, Inc. | 0.00% | New | 1,457 | $446K |
| Root Financial Partners, LLC | 0.02% | Add +103.4% | 1,450 | $444K |
| Private Trust Co. NA | 0.04% | No change | 1,446 | $443K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Add +0.1% | 1,445 | $442K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 1,500 | $438K |
| Fisher Asset Management | 0.00% | Reduce -41.8% | 1,419 | $435K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +9.7% | 1,410 | $432K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,401 | $429K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,437 | $424K |
| Diversify Wealth Management, LLC | 0.01% | Add +1.0% | 1,437 | $424K |
| Nicholas Wealth, LLC. | 0.23% | New | 1,382 | $423K |
| Richardson Financial Services Inc. | 0.24% | Add +30.4% | 1,380 | $423K |
| Wrapmanager Inc. | 0.13% | Reduce -0.2% | 1,356 | $415K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 1,356 | $415K |
| StoneX Group Inc. | 0.02% | Reduce -8.3% | 1,342 | $412K |
| Congress Asset Management Co. | 0.00% | Reduce -24.8% | 1,341 | $411K |
| Continuum Advisory, LLC | 0.03% | Add +1.9% | 1,319 | $404K |
| Partners in Financial Planning | 0.06% | Add +0.1% | 1,317 | $403K |
| Old North State Wealth Management, LLC | 0.17% | Reduce -23.4% | 1,312 | $403K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 1,312 | $402K |
| Aptus Capital Advisors, LLC | 0.00% | Add +161.7% | 1,303 | $399K |
| Noble Wealth Management PBC | 0.18% | Reduce -5.5% | 1,300 | $398K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -44.8% | 1,272 | $395K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 1,285 | $394K |
| Independent Solutions Wealth Management, LLC | 0.05% | No change | 1,281 | $392K |
| Argentarii, LLC | 0.12% | Reduce -1.8% | 1,271 | $390K |
| Bishop & Co Investment Management, LLC | 0.12% | No change | 1,260 | $386K |
| Unique Wealth, LLC | 0.04% | Add +8.2% | 1,260 | $386K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.5% | 1,260 | $385K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -4.0% | 1,257 | $385K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -75.9% | 1,254 | $384K |
| HSBC Holdings PLC | 0.00% | No change | 1,252 | $383K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.2% | 1,248 | $382K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -36.2% | 1,247 | $382K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | Add +0.1% | 1,246 | $382K |
| Coquina Private Wealth LLC | 0.26% | Add +27.4% | 1,241 | $380K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $379K |
| Financial Council, LLC | 0.12% | No change | 1,232 | $377K |
| Freedom Investment Management, Inc. | 0.10% | Add +11.7% | 1,227 | $376K |
| LWM Advisors Inc. | 0.32% | Add +1.2% | 1,224 | $375K |
| Sylvest Advisors, LLC | 0.17% | New | 1,223 | $375K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.4% | 1,217 | $373K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.1% | 1,212 | $371K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -29.6% | 1,202 | $368K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 1,200 | $368K |
| Copia Wealth Management | 0.22% | Reduce -1.3% | 1,199 | $367K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.4% | 1,180 | $361K |
| M&T Bank Corp | 0.00% | Reduce -23.8% | 1,179 | $361K |
| CM Wealth Advisors LLC | 0.07% | No change | 1,177 | $361K |
| Zhang Financial LLC | 0.01% | Add +5.5% | 1,172 | $359K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -24.3% | 1,170 | $358K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 1,170 | $358K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.4% | 1,164 | $357K |
| Triton Wealth Management, PLLC | 0.11% | Reduce -35.9% | 1,183 | $354K |
| Howland Capital Management LLC | 0.01% | Reduce -2.0% | 1,152 | $353K |
| Ibex Wealth Advisors | 0.03% | Add +0.2% | 1,146 | $351K |
| CDM Financial Counseling Services, Inc. | 0.30% | No change | 1,145 | $351K |
| Larson Financial Group LLC | 0.01% | Add +7.8% | 1,131 | $346K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 1,123 | $344K |
| RFG Advisory, LLC | 0.01% | Add +3.4% | 1,123 | $344K |
| Argent Advisors, Inc. | 0.09% | No change | 1,120 | $343K |
| Headland Capital, LLC | 0.08% | No change | 1,119 | $343K |
| Gallacher Capital Management LLC | 0.19% | No change | 1,111 | $340K |
| Chapin Davis, Inc. | 0.06% | Reduce -7.5% | 1,110 | $340K |
| Richmond Investment Services, LLC | 0.11% | Reduce -57.5% | 1,109 | $340K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,105 | $338K |
| J Hagan Capital, Inc. | 0.16% | Reduce -3.0% | 1,095 | $335K |
| Soltis Investment Advisors LLC | 0.02% | No change | 1,090 | $334K |
| Anchor Capital Advisors LLC | 0.01% | Add +38.5% | 1,089 | $334K |
| Axis Wealth Partners, LLC | 0.16% | Add +28.5% | 1,086 | $333K |
| Madison Wealth Partners, Inc | 0.04% | No change | 1,081 | $331K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 1,077 | $330K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,074 | $329K |
| Blalock Williams, LLC | 0.21% | Reduce -3.6% | 1,067 | $327K |
| Paulson Wealth Management Inc. | 0.07% | No change | 1,063 | $326K |
| Fiduciary Trust Co | 0.00% | Reduce -6.6% | 1,056 | $323K |
| NWF Advisory Services Inc. | 0.03% | Reduce -8.7% | 1,055 | $323K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 1,052 | $322K |
| TD Private Client Wealth LLC | 0.01% | Reduce -20.4% | 1,051 | $322K |
| Blackston Financial Advisory Group, LLC | 0.18% | Add +22.3% | 1,049 | $321K |
| Strategic Blueprint, LLC | 0.02% | No change | 1,046 | $320K |
| Kendall Capital Management | 0.05% | No change | 1,041 | $319K |
| MOR Wealth Management, LLC | 0.13% | No change | 1,032 | $316K |
| CPA Asset Management Group, LLC | 0.09% | No change | 1,032 | $316K |
| Greenspring Advisors, LLC | 0.02% | Reduce -26.2% | 1,027 | $315K |
| Xcelsior Advisor Partners LLC | 0.04% | Add +25.4% | 1,026 | $314K |
| Florida Financial Advisors, LLC | 0.05% | Add +6.0% | 1,026 | $314K |
| Stage Harbor Financial, LLC | 0.18% | No change | 1,015 | $311K |
| Redmond Asset Management, LLC | 0.08% | No change | 1,009 | $309K |
| Legacy Wealth Managment, LLC | 0.13% | Add +3.7% | 1,002 | $307K |
| City State Bank | 0.07% | No change | 1,002 | $307K |
| S.A. Mason LLC | 0.09% | No change | 1,000 | $306K |
| Odyssey Capital Advisors, Inc. | 0.22% | Add +18.9% | 999 | $306K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 997 | $305K |
| Long Island Wealth Management, Inc. | 0.13% | No change | 996 | $305K |
| Vanguard National Trust Co | 0.02% | No change | 993 | $304K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.1% | 987 | $302K |
| MBL Wealth, LLC | 0.02% | Reduce -9.2% | 985 | $302K |
| Accredited Investors Inc. | 0.01% | No change | 982 | $301K |
| Forum Financial Management, LP | 0.00% | Reduce -0.8% | 980 | $300K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 979 | $300K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $299K |
| William Mack & Associates, Inc. | 0.10% | New | 966 | $296K |
| Sicart Associates LLC | 0.07% | No change | 965 | $296K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 1,007 | $294K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 960 | $294K |
| Hansen & Associates Financial Group, Inc. | 0.17% | New | 3,282 | $290K |
| CoreCap Advisors, LLC | 0.01% | Add +1.6% | 944 | $289K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -22.0% | 942 | $288K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $287K |
| BankPlus Trust Department | 0.07% | No change | 928 | $284K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 928 | $284K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -11.9% | 925 | $283K |
| OFS Enterprise LLC | 0.07% | No change | 921 | $282K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $281K |
| Calton & Associates, Inc. | 0.04% | New | 918 | $281K |
| Easterly Investment Partners LLC | 0.01% | No change | 917 | $281K |
| Synergy Asset Management, LLC | 0.03% | Reduce -0.8% | 914 | $280K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +23.8% | 910 | $279K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 906 | $278K |
| Element Wealth, LLC | 0.10% | No change | 901 | $276K |
| Legacy Financial Advisors, Inc. | 0.03% | No change | 901 | $276K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $275K |
| Balefire, LLC | 0.04% | Reduce -2.0% | 896 | $274K |
| Welch Group, LLC | 0.01% | No change | 893 | $274K |
| First National Bank of Omaha | 0.01% | No change | 900 | $273K |
| Clarity Capital Advisors, LLC | 0.11% | No change | 889 | $272K |
| Fiduciary Alliance LLC | 0.02% | Add +10.5% | 884 | $271K |
| Investment Advisory Group, LLC | 0.06% | No change | 882 | $270K |
| Richwood Investment Advisors, LLC | 0.19% | New | 880 | $270K |
| Allred Capital Management, LLC | 0.09% | No change | 876 | $268K |
| AMG National Trust Bank | 0.01% | Reduce -13.0% | 868 | $266K |
| Orion Capital Management LLC | 0.08% | Reduce -0.2% | 868 | $266K |
| Snowden Capital Advisors LLC | 0.01% | New | 864 | $265K |
| Patten Group, Inc. | 0.04% | Reduce -6.5% | 860 | $263K |
| Winthrop Advisory Group LLC | 0.02% | Add +7.8% | 853 | $261K |
| Castle Rock Wealth Management, LLC | 0.05% | Reduce -16.0% | 860 | $261K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.2% | 852 | $261K |
| Florida Trust Wealth Management Co | 0.01% | No change | 843 | $258K |
| Brown Miller Wealth Management, LLC | 0.07% | Reduce -6.6% | 843 | $258K |
| Syntax Research, Inc. | 0.19% | No change | 837 | $256K |
| Samalin Investment Counsel, LLC | 0.08% | Reduce -2.8% | 836 | $256K |
| First Citizens Bank & Trust Co. | 0.00% | Add +4.8% | 835 | $256K |
| CRA Financial Services, LLC | 0.03% | No change | 833 | $255K |
| Synergy Investment Management, LLC | 0.06% | Add +36.9% | 839 | $253K |
| Signaturefd, LLC | 0.00% | Add +6.9% | 825 | $253K |
| Artesa Financial Group, LLC | 0.22% | No change | 823 | $252K |
| Key Financial Inc | 0.04% | Reduce -10.8% | 823 | $252K |
| SkyOak Wealth, LLC | 0.04% | No change | 817 | $250K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -1.0% | 813 | $249K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -14.3% | 812 | $249K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -2.9% | 812 | $249K |
| October Effect Ltd | 0.23% | Reduce -2.4% | 806 | $247K |
| Park Place Capital Corp | 0.04% | Add +0.1% | 805 | $247K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $245K |
| Colony Family Offices, LLC | 0.05% | No change | 799 | $245K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -27.7% | 798 | $244K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | No change | 795 | $244K |
| Bedel Financial Consulting, Inc. | 0.02% | Reduce -1.1% | 794 | $243K |
| Planned Solutions, Inc. | 0.07% | No change | 793 | $243K |
| Courier Capital LLC | 0.01% | Reduce -4.0% | 793 | $243K |
| GoalVest Advisory LLC | 0.04% | Reduce -29.5% | 787 | $241K |
| Mayfair Advisory Group, LLC | 0.07% | Reduce -3.9% | 823 | $241K |
| Elm3 Financial Group, LLC | 0.16% | No change | 780 | $239K |
| Daviman Financial, LLC | 0.13% | Reduce -2.1% | 777 | $238K |
| Earned Wealth Advisors, LLC | 0.02% | New | 775 | $237K |
| Sterling Capital Management LLC | 0.00% | Reduce -20.7% | 775 | $237K |
| Tradition Wealth Management, LLC | 0.01% | New | 774 | $237K |
| Financial Perspectives, Inc | 0.06% | No change | 770 | $236K |
| Griffin Asset Management, Inc. | 0.02% | New | 764 | $234K |
| Pinnacle Associates Ltd. | 0.00% | New | 762 | $233K |
| Valmark Advisers, Inc. | 0.00% | New | 762 | $233K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 762 | $233K |
| Delta Investment Management, LLC | 0.04% | New | 759 | $232K |
| Ballast Rock Private Wealth LLC | 0.11% | New | 750 | $230K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 750 | $230K |
| Advisory Advocates, LLC | 0.20% | New | 749 | $229K |
| New Insight Wealth Advisors | 0.07% | Reduce -6.9% | 743 | $228K |
| Manske Wealth Management | 0.06% | New | 743 | $228K |
| Westbourne Investment Advisors, Inc. | 0.06% | New | 741 | $227K |
| SWP Financial LLC | 0.10% | New | 734 | $225K |
| Nicholas Hoffman & Company, LLC. | 0.00% | New | 732 | $224K |
| Bath Savings Trust Co | 0.02% | New | 728 | $223K |
| Verity Asset Management, Inc. | 0.08% | New | 725 | $222K |
| XY Planning Network, Inc. | 0.03% | New | 722 | $221K |
| Ellerson Group Inc. | 0.13% | New | 720 | $221K |
| Certuity, LLC | 0.01% | New | 718 | $220K |
| Fortis Capital Management LLC | 0.02% | New | 715 | $219K |
| Agate Pass Investment Management, LLC | 0.08% | New | 709 | $217K |
| Hall Capital Management Co. Inc. | 0.07% | New | 708 | $217K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 707 | $217K |
| Fulton Bank, N.A. | 0.01% | New | 704 | $216K |
| Jacobi Capital Management LLC | 0.01% | New | 704 | $216K |
| Brio Consultants, LLC | 0.03% | Reduce -5.9% | 704 | $216K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 700 | $214K |
| MJP Associates Inc. | 0.02% | New | 698 | $214K |
| Advisor OS, LLC | 0.01% | New | 698 | $214K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -12.5% | 698 | $214K |
| Northwest Bancshares, Inc. | 0.04% | New | 698 | $214K |
| Accurate Wealth Management, LLC | 0.02% | New | 707 | $214K |
| Quantum Financial Partners LLC | 0.11% | — | 697 | $214K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 696 | $213K |
| Atlas Legacy Advisors, LLC | 0.03% | New | 693 | $212K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 693 | $212K |
| Monument Capital Management | 0.04% | New | 692 | $212K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.8% | 692 | $212K |
| Clark Capital Management Group, Inc. | 0.00% | New | 691 | $212K |
| BancFirst Trust & Investment Management | 0.09% | New | 696 | $211K |
| 1900 Wealth Management LLC | 0.01% | New | 684 | $209K |
| Apella Capital, LLC | 0.00% | Reduce -3.1% | 694 | $209K |
| Axxcess Wealth Management, LLC | 0.00% | New | 681 | $209K |
| Waters Parkerson & Co., LLC | 0.01% | New | 678 | $208K |
| Summit Financial Strategies, Inc. | 0.01% | New | 678 | $208K |
| Sunrise Financial Services, LLC | 0.12% | Reduce -4.0% | 672 | $206K |
| Northwest Wealth Advisors, LLC | 0.12% | New | 672 | $206K |
| Steffes Financial, Ltd. | 0.09% | New | 671 | $206K |
| Private Client Services, LLC | 0.05% | New | 665 | $204K |
| Colter Lewis Investment Partners LLC | 0.09% | New | 661 | $202K |
| Shayne & Jacobs, LLC | 0.06% | New | 659 | $202K |
| Legacy Bridge, LLC | 0.06% | No change | 656 | $201K |
| Pallas Capital Advisors LLC | 0.01% | New | 655 | $201K |
| Sage Investment Counsel LLC | 0.20% | New | 654 | $200K |
| Point72 Asset Management | 0.00% | New | 654 | $200K |
| SouthState Bank Corp | 0.01% | Reduce -14.0% | 649 | $199K |
| Monetary Solutions, Ltd | 0.16% | No change | 619 | $190K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 615 | $189K |
| LRI Investments, LLC | 0.02% | No change | 615 | $188K |
| Raffa Wealth Management, LLC | 0.02% | No change | 610 | $187K |
| Cordant, Inc. | 0.07% | No change | 604 | $185K |
| Matrix Private Capital Group LLC | 0.08% | Add +0.5% | 597 | $183K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 583 | $179K |
| Gen-Wealth Partners Inc | 0.05% | No change | 565 | $173K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 558 | $171K |
| AlphaCore Capital LLC | 0.00% | Reduce -72.3% | 529 | $162K |
| Holos Integrated Wealth LLC | 0.07% | No change | 532 | $160K |
| FWL Investment Management, LLC | 0.03% | No change | 518 | $159K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Reduce -6.4% | 514 | $157K |
| Beacon Financial Strategies CORP | 0.08% | Add +50.3% | 508 | $156K |
| Archer Investment Corp | 0.03% | No change | 501 | $153K |
| Grove Bank & Trust | 0.02% | No change | 500 | $153K |
| Rossmore Private Capital | 0.01% | No change | 500 | $153K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +0.2% | 499 | $153K |
| VSM Wealth Advisory, LLC | 0.04% | Add +11.3% | 484 | $148K |
| Cornerstone Financial Management LLC | 0.12% | Add +7.9% | 478 | $146K |
| Olistico Wealth, LLC | 0.06% | No change | 475 | $145K |
| Concord Wealth Partners | 0.02% | New | 471 | $144K |
| Trust Co. of Toledo NA | 0.01% | No change | 464 | $142K |
| Crewe Advisors LLC | 0.01% | No change | 458 | $140K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.4% | 444 | $136K |
| Bangor Savings Bank | 0.01% | No change | 440 | $135K |
| Hickory Point Bank & Trust | 0.08% | No change | 427 | $131K |
| Bogart Wealth, LLC | 0.00% | Add +67.3% | 415 | $127K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 412 | $126K |
| Wagner Wealth Management, LLC | 0.02% | No change | 408 | $125K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Reduce -0.5% | 403 | $123K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 399 | $122K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $113K |
| Lanark Financial, Inc. | 0.01% | No change | 366 | $112K |
| MV Capital Management, Inc. | 0.01% | No change | 362 | $111K |
| Align Financial, LLC | 0.05% | No change | 346 | $106K |
| Hughes Financial Services, LLC | 0.01% | No change | 334 | $102K |
| Trust Co. of Vermont | 0.00% | — | 333 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 331 | $101K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $101K |
| Flagship Wealth Advisors, LLC | 0.02% | Add +4.8% | 309 | $95K |
| Angeles Wealth Management, LLC | 0.00% | No change | 305 | $93K |
| Marshall Investment Management, LLC | 0.04% | Reduce -22.1% | 300 | $92K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 300 | $91K |
| Private Wealth Asset Management, LLC | 0.01% | Add +0.3% | 396 | $91K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 293 | $90K |
| NBH Bank | 0.04% | — | 287 | $88K |
| Franklin Resources Inc. | 0.00% | Add +93.2% | 284 | $87K |
| St Germain D J Co. Inc. | 0.00% | No change | 284 | $87K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 283 | $87K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 275 | $84K |
| Fairman Group, LLC | 0.06% | No change | 269 | $82K |
| Bullock Wealth Management Group | 0.04% | No change | 269 | $82K |
| Clean Yield Group | 0.02% | No change | 254 | $78K |
| Balentine LLC | 0.00% | No change | 253 | $77K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $76K |
| Strategic Advocates LLC | 0.29% | Add +23.6% | 246 | $75K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 240 | $74K |
| Evermay Wealth Management LLC | 0.01% | No change | 230 | $70K |
| IMA Advisory Services, Inc. | 0.00% | New | 218 | $67K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 214 | $66K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 207 | $63K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.3% | 202 | $62K |
| Glen Eagle Advisors, LLC | 0.01% | Add +8.7% | 201 | $62K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 200 | $61K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 200 | $61K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 200 | $61K |
| Barrett & Company, Inc. | 0.02% | Reduce -9.5% | 190 | $58K |
| Winch Advisory Services, LLC | 0.01% | No change | 185 | $57K |
| Parkside Financial Bank & Trust | 0.00% | No change | 184 | $56K |
| PlanVest Financial, Inc | 0.04% | Reduce -1.6% | 184 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $56K |
| Napier Financial, LLC | 0.01% | No change | 180 | $55K |
| Blue Trust, Inc. | 0.00% | Add +83.5% | 178 | $55K |
| GAMMA Investing LLC | 0.00% | No change | 178 | $55K |
| Financial Gravity Companies, Inc. | 0.01% | — | 171 | $52K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $51K |
| Entrust Financial LLC | 0.03% | No change | 165 | $51K |
| Catherine Avery Investment Management LLC | 0.02% | New | 165 | $51K |
| Compass Financial Management LLC | 0.01% | — | 156 | $48K |
| Caitlin John, LLC | 0.03% | No change | 156 | $48K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -9.4% | 155 | $47K |
| Eastern Bank | 0.00% | No change | 151 | $46K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $46K |
| Abound Wealth Management | 0.01% | Reduce -23.0% | 147 | $45K |
| Bank of New Hampshire | 0.01% | Reduce -80.5% | 145 | $44K |
| Fiduciary Financial Advisors | 0.00% | New | 140 | $43K |
| Heritage Wealth Advisors | 0.00% | No change | 138 | $42K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $42K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 134 | $41K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -89.8% | 131 | $40K |
| Field & Main Bank | 0.01% | No change | 127 | $39K |
| EPG Wealth Management LLC | 0.01% | No change | 119 | $36K |
| Dunhill Financial, LLC | 0.01% | No change | 114 | $35K |
| Regatta Research & Money Management | 0.03% | — | 114 | $35K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $34K |
| Founders Capital Management | 0.01% | No change | 110 | $34K |
| Westend Capital Management, LLC | 0.01% | New | 110 | $34K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 106 | $32K |
| Pinney & Scofield, Inc. | 0.02% | No change | 102 | $31K |
| Kentucky Trust Co | 0.01% | No change | 100 | $31K |
| First Bancorp, Inc | 0.01% | New | 100 | $31K |
| Phillips Financial Management, LLC | 0.00% | No change | 95 | $29K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -17.7% | 93 | $28K |
| Strive Financial Group ,LLC | 0.01% | Add +32.4% | 90 | $28K |
| Financial Consulate, Inc. | 0.00% | No change | 89 | $27K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 88 | $27K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $27K |
| IMG Wealth Management, Inc. | 0.01% | No change | 81 | $25K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 70 | $21K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 69 | $21K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 69 | $21K |
| JPL Wealth Management, LLC | 0.00% | No change | 68 | $21K |
| Financial Life Planners | 0.01% | No change | 67 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 62 | $19K |
| Robinswood Financial LLC | 0.01% | No change | 58 | $18K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -66.1% | 57 | $17K |
| United Financial Planning Group LLC | 0.01% | No change | 56 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 55 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 55 | $17K |
| Howe & Rusling Inc. | 0.00% | No change | 50 | $15K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 50 | $15K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 50 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 48 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 48 | $14K |
| Triumph Capital Management | 0.00% | No change | 46 | $14K |
| Highland Investment Advisors LLC | 0.01% | — | 44 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | New | 43 | $13K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +4.9% | 43 | $13K |
| SHP Wealth Management | 0.00% | No change | 43 | $13K |
| Signature Equity Partners, LLC | 0.01% | No change | 42 | $13K |
| Oakmont Advisory Group, LLC | 0.01% | New | 40 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 39 | $12K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 38 | $12K |
| Avalon Trust Co | 0.00% | No change | 37 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 37 | $11K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $10K |
| Maseco LLP | 0.00% | No change | 33 | $10K |
| Vima LLC | 0.01% | — | 33 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -10.8% | 33 | $10K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 33 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $9K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -9.1% | 30 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 30 | $9K |
| Markowski Investments | 0.00% | — | 30 | $9K |
| Wells Financial Advisors INC | 0.08% | No change | 29 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 28 | $9K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 28 | $8K |
| Ballast Advisors LLC | 0.00% | No change | 26 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $8K |
| Eukles Asset Management | 0.00% | No change | 24 | $7K |
| Davis Capital Management | 0.00% | No change | 20 | $6K |
| Providence Capital Advisors, LLC | 0.00% | No change | 18 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 15 | $5K |
| Nvwm, LLC | 0.00% | No change | 15 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 15 | $5K |
| Go Invest LLC | 0.00% | No change | 15 | $5K |
| First Financial Corp. | 0.00% | No change | 13 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Networth Advisors, LLC | 0.00% | New | 9 | $3K |
| Planning Strategies Inc. | 0.00% | — | 9 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $2K |
| HM Payson & Co. | 0.00% | No change | 8 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | New | 8 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 7 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $2K |
| Aspect Partners, LLC | 0.00% | New | 5 | $2K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 5 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 5 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -20.0% | 4 | $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 |
| Kingdom Financial Group LLC. | 0.00% | New | 3 | $920 |
| MidFirst Bank | 0.00% | No change | 2 | $613 |
| LM Advisors LLC | 0.00% | Add +288.5% | 1,150 | $352 |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -90.0% | 1 | $334 |
"% 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.