Vanguard Tot World STK ETFVTETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,237 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 25 from Q4 2025. 97 opened new positions and 63 sold out. The largest holders were Rakuten Investment Management, Inc. ($4.3B), Morgan Stanley ($1.2B) and Cambridge Associates LLC /Ma/ ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Tot World STK ETF
- CUSIP
- 922042742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $207.1M |
| Exits | 63 | $331.8M |
All 13F filers, Q4 2025 → Q1 2026: 37,623,100 shares bought and 11,842,108 shares sold, net +25,780,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,237 holders
| Rakuten Investment Management, Inc. | 8.66% | Add +100.0% | 31,010,194 | $4.3B |
| Morgan Stanley | 0.07% | Add +32.4% | 8,804,241 | $1.2B |
| Cambridge Associates LLC /Ma/ | 19.00% | Add +6.3% | 8,608,960 | $1.2B |
| Bank of America Corp. | 0.05% | Add +69.2% | 5,369,493 | $742.7M |
| UBS Group AG | 0.11% | Add +202.0% | 4,671,484 | $646.2M |
| US Bancorp \de | 0.76% | Add +7.3% | 4,548,650 | $629.2M |
| Envestnet Asset Management Inc. | 0.15% | Add +148.6% | 4,115,492 | $569.3M |
| Jane Street Group, LLC | 0.54% | Add +498.8% | 3,600,100 | $498.0M |
| Schroder Investment Management Group | 0.33% | Reduce -20.4% | 2,983,473 | $400.4M |
| Northern Trust Corp. | 0.05% | Reduce -1.4% | 2,485,624 | $343.8M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +0.1% | 2,312,323 | $319.8M |
| Royal Bank of Canada | 0.06% | Add +4.7% | 2,304,753 | $318.8M |
| Brandywine Trust Co. | 51.94% | Add +3.2% | 2,071,874 | $286.6M |
| Alliancebernstein L.P. | 0.07% | Reduce -13.4% | 1,478,809 | $208.6M |
| Angeles Wealth Management, LLC | 11.09% | Add +3.1% | 1,472,738 | $203.7M |
| SCS Capital Management LLC | 1.81% | Add +67.7% | 1,232,397 | $170.5M |
| LPL Financial LLC | 0.04% | Add +6.7% | 1,219,829 | $168.7M |
| Wells Fargo & Company | 0.03% | Reduce -0.7% | 1,200,129 | $166.0M |
| Quantinno Capital Management LP | 0.25% | Reduce -0.3% | 1,103,217 | $152.6M |
| Lockheed Martin Investment Management Co. | 5.57% | Reduce -31.0% | 1,100,000 | $152.2M |
| Brown Advisory Inc. | 0.23% | Add +11.4% | 1,025,373 | $141.8M |
| Global Endowment Management, LP | 15.72% | Add +209.5% | 1,018,695 | $140.9M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -2.5% | 1,000,602 | $138.4M |
| Vernal Point Advisors, LLC | 51.34% | Add +1.6% | 912,923 | $126.3M |
| DC Investments Management, LLC | 46.87% | Add +6.3% | 885,102 | $122.4M |
| Nepc LLC | 2.43% | Reduce -5.3% | 881,834 | $122.0M |
| Barings LLC | 2.00% | Reduce -2.1% | 866,336 | $119.8M |
| Cetera Investment Advisers | 0.12% | Add +10.6% | 848,100 | $117.3M |
| Cerity Partners OCIO LLC | 6.97% | Reduce -47.4% | 839,995 | $116.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -37.0% | 835,703 | $115.6M |
| SBI Securities Co., Ltd. | 3.00% | Add +0.9% | 791,922 | $109.5M |
| Cresset Asset Management, LLC | 0.47% | Reduce -3.9% | 791,069 | $109.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +111.8% | 775,419 | $107.3M |
| Mariner, LLC | 0.12% | Add +11.5% | 772,787 | $106.7M |
| Madrone Advisors, LLC | 10.11% | Add +7.9% | 751,043 | $103.9M |
| Zhang Financial LLC | 3.46% | Add +1.0% | 723,873 | $100.1M |
| Permanent Capital Management, LP | 15.13% | Add +4385.1% | 643,393 | $97.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.1% | 677,819 | $93.7M |
| Wind River Trust Co | 32.70% | Reduce -1.6% | 626,805 | $86.7M |
| Cerity Partners LLC | 0.12% | Add +1.2% | 616,834 | $85.3M |
| Tiff Advisory Services, LLC | 19.15% | Add +1.6% | 614,236 | $85.0M |
| Corient Private Wealth LP | 0.12% | Reduce -5.1% | 655,991 | $83.8M |
| HighTower Advisors, LLC | 0.09% | Add +2.9% | 594,703 | $82.3M |
| Sageworth Trust Co | 3.42% | Reduce -0.9% | 575,257 | $79.6M |
| Allianz Asset Management GmbH | 0.09% | Add +2.9% | 567,130 | $78.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.9% | 560,011 | $77.5M |
| Diversify Wealth Management, LLC | 1.29% | New | 486,716 | $72.5M |
| OneDigital Investment Advisors LLC | 0.70% | Reduce -1.9% | 519,204 | $71.8M |
| Partners Capital Investment Group, LLP | 2.57% | Reduce -13.7% | 493,679 | $68.3M |
| Bleakley Financial Group, LLC | 1.05% | Reduce -3.1% | 487,491 | $67.4M |
| Jones Financial Companies LLLP | 0.03% | Add +66.9% | 497,680 | $67.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 496,657 | $66.6M |
| Evoke Wealth, LLC | 1.23% | Add +0.6% | 481,063 | $66.5M |
| Inscription Capital, LLC | 6.77% | Reduce -6.4% | 465,202 | $64.3M |
| TLT Family Holdco ULC | 8.62% | No change | 451,000 | $62.4M |
| Fort Washington Investment Advisors Inc. | 0.34% | Reduce -2.9% | 439,739 | $60.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -7.6% | 436,558 | $60.4M |
| Prudential PLC | 0.46% | Add +203.0% | 435,400 | $60.2M |
| Focus Partners Wealth | 0.06% | Add +3.8% | 397,476 | $55.2M |
| Yarbrough Capital, LLC | 1.89% | No change | 390,377 | $54.0M |
| BIP Wealth, LLC | 2.13% | Reduce -6.3% | 379,038 | $52.4M |
| Truist Financial Corp. | 0.07% | Add +1.6% | 378,997 | $52.4M |
| Creative Planning | 0.04% | Add +2.2% | 377,047 | $52.2M |
| 3EDGE Asset Management, LP | 2.50% | Add +0.9% | 373,335 | $51.6M |
| Alta Advisers Ltd | 18.60% | Add +18.5% | 490,210 | $51.4M |
| Laird Norton Wetherby Trust Company, LLC | 1.10% | Add +10.3% | 365,960 | $50.6M |
| Brighton Jones LLC | 1.00% | Add +4.3% | 328,705 | $45.5M |
| WJ Interests, LLC | 15.98% | Add +5.1% | 300,756 | $41.6M |
| MML Investors Services, LLC | 0.11% | Add +3.7% | 291,889 | $40.4M |
| Prentice Wealth Management LLC | 8.82% | Add +0.7% | 282,629 | $39.1M |
| University of Chicago | 12.00% | Add +17.4% | 280,584 | $38.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +27.1% | 277,111 | $38.3M |
| BlackRock, Inc. | 0.00% | Reduce -37.9% | 274,285 | $37.9M |
| Threadgill Financial, LLC | 10.88% | Add +27.7% | 270,708 | $37.4M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +16680.8% | 245,838 | $34.0M |
| Simon Quick Advisors, LLC | 1.55% | Reduce -3.3% | 245,038 | $33.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.5% | 243,788 | $33.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Reduce -34.8% | 242,000 | $33.5M |
| Ethos Financial Group, LLC | 2.43% | Add +11.2% | 239,483 | $33.1M |
| Bessemer Group Inc. | 0.05% | Reduce -2.3% | 236,329 | $32.7M |
| Elevation Point Wealth Partners, LLC | 0.77% | Add +15798.4% | 232,912 | $32.2M |
| TSG Advice Partners, LLC | 4.73% | Add +4853.5% | 228,011 | $31.5M |
| Topor & Co. Korea | 26.43% | Reduce -15.3% | 225,933 | $31.3M |
| Accredited Investors Inc. | 1.68% | Add +14.3% | 225,310 | $31.2M |
| FSM Wealth Advisors, LLC | 3.96% | Add +10.3% | 222,710 | $30.8M |
| Retirement Capital Strategies | 11.39% | Add +1.7% | 217,936 | $30.1M |
| NewEdge Advisors, LLC | 0.11% | Add +101.0% | 215,433 | $29.8M |
| &partners | 0.15% | Add +19.2% | 212,296 | $29.4M |
| Mather Group, Llc. | 0.29% | Add +0.4% | 207,167 | $28.7M |
| Proficio Capital Partners LLC | 1.52% | New | 206,150 | $28.5M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +7.8% | 205,920 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.7% | 203,662 | $28.2M |
| Bank of New York Mellon Corp | 0.01% | Add +15.2% | 201,230 | $27.8M |
| Compass Advisory Group LLC | 7.44% | Add +6.8% | 200,956 | $27.8M |
| GoalFusion Wealth Management, LLC | 12.60% | Add +0.8% | 200,854 | $27.8M |
| Amitell Capital Pte Ltd | 43.85% | Add +102.7% | 197,749 | $27.4M |
| Summit Trail Advisors, LLC | 0.39% | Add +31.4% | 195,901 | $27.1M |
| Fisher Asset Management | 0.01% | Add +9.4% | 195,069 | $27.0M |
| Fifth Third Bancorp | 0.05% | Add +105.0% | 192,069 | $26.6M |
| Coldstream Capital Management Inc. | 0.33% | Add +0.9% | 190,079 | $26.3M |
| Addison Capital Co | 4.55% | Add +196.4% | 185,084 | $25.6M |
| Clearstead Advisors, LLC | 0.23% | Add +4.2% | 178,195 | $24.6M |
| Stifel Financial Corp. | 0.02% | Add +3.6% | 176,898 | $24.5M |
| Wealth Architects, LLC | 2.09% | Add +1.8% | 169,384 | $23.4M |
| Wealthfront Advisers LLC | 0.05% | Add +23.8% | 166,865 | $23.1M |
| Heritage Wealth Advisors | 0.89% | Reduce -7.6% | 164,781 | $22.8M |
| Glenmede Trust Co. NA | 0.11% | Add +11.5% | 163,612 | $22.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +56.9% | 162,433 | $22.5M |
| Private Advisor Group, LLC | 0.11% | Add +0.1% | 162,111 | $22.4M |
| Wealthspire Advisors, LLC | 0.17% | Add +1.2% | 160,105 | $22.1M |
| Lido Advisors, LLC | 0.09% | Reduce -9.0% | 158,191 | $21.6M |
| Evelyn Partners Asset Management Ltd | 5.31% | Reduce -4.4% | 155,886 | $21.6M |
| Intelligent Financial Strategies | 11.23% | Reduce -5.6% | 155,814 | $21.6M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -0.2% | 155,026 | $21.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -57.8% | 153,720 | $21.3M |
| Weil Company, Inc. | 4.68% | Reduce -20.2% | 150,664 | $20.8M |
| FMR LLC | 0.00% | Add +37.6% | 148,255 | $20.5M |
| Laurel Oak Wealth Management, LLC | 3.36% | Add +91.1% | 144,738 | $20.0M |
| Coyle Financial Counsel LLC | 4.23% | Add +3.0% | 144,690 | $20.0M |
| Natixis Advisors, LLC | 0.03% | Add +36.8% | 141,393 | $19.6M |
| St. Louis Trust Co | 2.28% | Reduce -0.0% | 140,924 | $19.5M |
| Evanson Asset Management, LLC | 1.02% | Add +0.2% | 137,354 | $19.0M |
| Smartleaf Asset Management LLC | 0.65% | Add +12.3% | 134,512 | $18.1M |
| AA Financial Advisors, LLC | 2.54% | Reduce -23.8% | 130,162 | $18.0M |
| Jasper Ridge Partners, L.P. | 0.40% | Add +30.5% | 129,979 | $18.0M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 128,257 | $17.7M |
| Hoge Financial Services, LLC | 9.41% | Reduce -4.9% | 127,050 | $17.6M |
| Stratos Wealth Advisors, LLC | 1.05% | Add +2.8% | 123,629 | $17.1M |
| Systelligence, LLC | 3.22% | Reduce -14.8% | 119,894 | $16.6M |
| Basecamp Wealth Advisors LLC | 3.37% | Add +48.4% | 117,699 | $16.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +15.7% | 117,634 | $16.3M |
| Rathbones Group PLC | 0.06% | Add +17.3% | 116,876 | $16.2M |
| Red Wave Investments LLC | 4.82% | Reduce -5.7% | 116,591 | $16.1M |
| Gotham Asset Management | 0.05% | Add +21.1% | 116,196 | $16.1M |
| Consilio Wealth Advisors, LLC | 4.69% | Add +10.1% | 116,001 | $16.0M |
| Vanguard National Trust Co | 1.00% | — | 114,948 | $15.9M |
| New England Private Wealth Advisors LLC | 1.82% | Reduce -0.6% | 114,199 | $15.8M |
| Pacific Park Financial, Inc. | 10.30% | Reduce -20.6% | 114,060 | $15.8M |
| Bridgewater Advisors Inc. | 0.91% | Add +4.2% | 98,439 | $15.3M |
| Benjamin Edwards Inc. | 0.15% | Add +14.1% | 109,484 | $15.1M |
| M&T Bank Corp | 0.05% | Reduce -8.0% | 107,529 | $14.9M |
| SummitTX Capital, L.P. | 0.47% | Add +5.4% | 106,318 | $14.7M |
| Three Bridge Wealth Advisors, LLC | 4.00% | No change | 105,364 | $14.6M |
| Bernzott Capital Advisors | 6.96% | Reduce -31.8% | 105,058 | $14.5M |
| Nest Investments, LLC | 11.79% | Add +2.7% | 104,879 | $14.5M |
| DORVAL Corp | 4.50% | Reduce -11.0% | 104,826 | $14.5M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +18.6% | 103,305 | $14.3M |
| Vontobel Holding Ltd. | 0.05% | No change | 102,744 | $14.2M |
| Foster Group, Inc. | 0.42% | Add +0.4% | 102,636 | $14.2M |
| Richard Bernstein Advisors LLC | 0.41% | Add +2219.9% | 102,468 | $14.2M |
| HB Wealth Management, LLC | 0.09% | Add +0.0% | 101,448 | $14.0M |
| Long Island Wealth Management, Inc. | 6.38% | Add +20.4% | 99,475 | $13.8M |
| Choate Investment Advisors | 0.27% | Add +10.7% | 98,733 | $13.7M |
| Marex Group Ltd | 0.14% | Add +12.7% | 96,796 | $13.4M |
| NewEdge Wealth, LLC | 0.16% | Add +6.6% | 95,910 | $13.3M |
| Oxford Financial Group, LTD. LLC | 0.70% | Reduce -2.1% | 94,227 | $13.0M |
| Choreo, LLC | 0.16% | Add +5.1% | 94,015 | $13.0M |
| Orcam Financial Group | 9.13% | Add +1.1% | 93,013 | $12.9M |
| Disciplina Capital Management LLC | 1.33% | Add +0.0% | 90,911 | $12.6M |
| Bank of Montreal | 0.01% | Reduce -83.0% | 90,106 | $12.5M |
| Leavell Investment Management, Inc. | 0.51% | Add +1.3% | 89,206 | $12.3M |
| Sivia Capital Partners, LLC | 2.38% | Reduce -10.2% | 88,856 | $12.3M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.45% | Add +7.9% | 88,420 | $12.2M |
| Aspen Grove Capital, LLC | 2.34% | Add +3.2% | 87,025 | $12.0M |
| Lighthouse Investment Partners, LLC | 0.45% | No change | 86,830 | $12.0M |
| Stephens Inc. | 0.15% | Add +46.1% | 86,706 | $12.0M |
| Frisch Financial Group, Inc. | 2.47% | Reduce -0.5% | 85,270 | $11.8M |
| Prime Buchholz LLC | 6.05% | Add +1872.8% | 83,666 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +3.4% | 82,810 | $11.5M |
| Capital Group Private Client Services, Inc. | 0.19% | Add +38.7% | 81,769 | $11.3M |
| WBH Advisory Inc. | 0.84% | Reduce -3.1% | 80,772 | $11.3M |
| NYL Investors LLC | 4.22% | Reduce -7.8% | 80,764 | $11.2M |
| McKinley Carter Wealth Services, Inc. | 0.64% | Reduce -68.9% | 79,826 | $11.0M |
| Pathstone Holdings, LLC | 0.04% | Add +2.5% | 79,243 | $11.0M |
| Squarepoint Ops LLC | 0.02% | Add +429.4% | 79,035 | $10.9M |
| Waverly Advisors, LLC | 0.08% | Add +9.5% | 77,293 | $10.7M |
| Gateway Wealth Partners, LLC | 0.41% | Add +380.7% | 75,902 | $10.5M |
| Seldon Capital LP | 3.84% | Reduce -64.5% | 75,547 | $10.4M |
| Compass Ion Advisors, LLC | 0.98% | Reduce -0.9% | 74,633 | $10.3M |
| Empowered Funds, LLC | 0.07% | New | 74,596 | $10.3M |
| Okabena Investment Services Inc. | 1.97% | Add +5.9% | 73,784 | $10.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +0.2% | 73,280 | $10.1M |
| Joel Isaacson & Co., LLC | 0.33% | Add +2.3% | 71,375 | $9.9M |
| Financial Symmetry Inc | 3.48% | Reduce -2.3% | 64,800 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -22.7% | 69,881 | $9.7M |
| Seven Post Investment Office LP | 3.13% | Reduce -0.6% | 70,103 | $9.7M |
| University of Illinois Foundation | 1.94% | New | 68,350 | $9.5M |
| Sterling Capital Management LLC | 0.18% | New | 67,490 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -45.6% | 66,869 | $9.2M |
| Belpointe Asset Management LLC | 0.33% | Add +2.9% | 65,131 | $9.0M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -80.0% | 65,001 | $9.0M |
| SYM FINANCIAL Corp | 0.89% | Add +3.0% | 64,645 | $8.9M |
| Secure Asset Management, LLC | 1.41% | Add +8.3% | 64,515 | $8.9M |
| Apella Capital, LLC | 0.13% | Add +3.0% | 57,225 | $8.6M |
| Captrust Financial Advisors | 0.01% | Add +21.7% | 61,957 | $8.6M |
| PDS Planning, Inc | 0.56% | Add +6.6% | 61,880 | $8.6M |
| Wedmont Private Capital | 0.28% | Add +26.6% | 59,159 | $8.6M |
| Waldron Private Wealth LLC | 0.33% | Add +10.3% | 61,220 | $8.5M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 60,988 | $8.4M |
| Walter & Keenan Wealth Management LLC /in/ | 2.36% | Add +4.9% | 60,649 | $8.4M |
| Wealth Management Nebraska | 0.84% | Reduce -31.2% | 60,265 | $8.3M |
| Goldstone Financial Group, LLC | 0.90% | New | 59,733 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.7% | 59,624 | $8.2M |
| American National Bank of Texas | 7.66% | Add +2.7% | 58,096 | $8.0M |
| Rwa Wealth Partners, LLC | 0.09% | Add +8.1% | 57,833 | $8.0M |
| Banco Santander, S.A. | 0.06% | Add +10.1% | 57,237 | $7.9M |
| Heritage Investment Group, Inc. | 1.19% | Add +5.2% | 57,080 | $7.9M |
| Merit Financial Group, LLC | 0.06% | Add +11.5% | 56,500 | $7.8M |
| Fiduciary Trust Co | 0.09% | No change | 56,198 | $7.8M |
| Sovran Advisors, LLC | 0.61% | Add +6.7% | 51,380 | $7.8M |
| AQR Capital Management | 0.00% | Add +37.9% | 55,994 | $7.7M |
| Westmount Partners, LLC | 1.90% | Add +2.4% | 55,810 | $7.7M |
| Millennium Management | 0.01% | New | 55,332 | $7.7M |
| Atlas Capital Advisors Inc. | 0.87% | Add +0.1% | 54,963 | $7.6M |
| Myecfo, LLC | 3.14% | Reduce -1.7% | 54,335 | $7.5M |
| Barry Investment Advisors, LLC | 1.65% | Reduce -3.4% | 54,178 | $7.5M |
| Ieq Capital, LLC | 0.03% | Add +15.3% | 53,925 | $7.5M |
| Bernicke Wealth Management, Ltd. | 0.96% | Reduce -2.0% | 53,876 | $7.5M |
| Lakewood Asset Management LLC | 4.76% | Add +8.4% | 53,854 | $7.4M |
| Sarasin & Partners LLP | 0.09% | Reduce -25.2% | 53,814 | $7.4M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +7.4% | 53,728 | $7.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -17.2% | 53,065 | $7.4M |
| Investments & Financial Planning, LLC | 4.02% | Reduce -1.4% | 53,409 | $7.4M |
| BBR Partners, LLC | 0.41% | Add +67.4% | 53,405 | $7.4M |
| Citigroup Inc. | 0.00% | Reduce -85.8% | 52,045 | $7.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +16.1% | 51,657 | $7.1M |
| Intergy Private Wealth, LLC | 2.08% | Reduce -0.3% | 51,267 | $7.1M |
| Fifth Third Securities, Inc. | 0.46% | Add +2.2% | 51,261 | $7.1M |
| Cibc World Market Inc. | 0.01% | Reduce -39.3% | 50,841 | $7.0M |
| Dorsey & Whitney Trust CO LLC | 0.38% | No change | 50,305 | $7.0M |
| NWF Advisory Services Inc. | 0.78% | Reduce -0.2% | 50,246 | $7.0M |
| Old Second National Bank of Aurora | 1.42% | Reduce -1.2% | 49,748 | $6.9M |
| Twin Focus Capital Partners, LLC | 0.78% | Add +3.0% | 49,231 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.0% | 49,133 | $6.8M |
| FAS Wealth Partners, Inc. | 0.42% | Add +782.3% | 49,011 | $6.8M |
| Betterment LLC | 0.01% | Reduce -5.2% | 48,944 | $6.8M |
| Perigon Wealth Management, LLC | 0.12% | Add +4.5% | 48,862 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +18.2% | 48,783 | $6.7M |
| Valeo Financial Advisors, LLC | 0.16% | Add +1.1% | 47,423 | $6.6M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -0.6% | 46,812 | $6.5M |
| Harbour Investments, Inc. | 0.10% | Add +147.2% | 45,992 | $6.4M |
| GeoWealth Management, LLC | 0.23% | Reduce -2.3% | 45,601 | $6.3M |
| Valmark Advisers, Inc. | 0.07% | Add +13.8% | 45,374 | $6.3M |
| Kintra Wealth, LLC | 0.44% | New | 45,047 | $6.2M |
| EverSource Wealth Advisors, LLC | 0.19% | Reduce -1.6% | 45,023 | $6.2M |
| ICONIQ Capital, LLC | 0.14% | No change | 44,785 | $6.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | No change | 44,137 | $6.1M |
| Donor Advised Charitable Giving, Inc. | 0.15% | No change | 43,400 | $6.0M |
| Harpswell Capital Advisors, LLC | 4.45% | Reduce -2.5% | 43,173 | $6.0M |
| Breakwater Investment Management | 2.19% | Reduce -0.4% | 42,547 | $5.9M |
| Destiny Wealth Partners, LLC | 0.64% | Reduce -0.2% | 42,296 | $5.9M |
| Ironwood Financial, llc | 1.02% | Add +7.1% | 42,228 | $5.8M |
| Venture Visionary Partners LLC | 0.19% | Add +6.5% | 41,829 | $5.8M |
| Ancora Advisors LLC | 0.12% | Add +4.5% | 41,779 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +20.0% | 41,642 | $5.8M |
| Arbor Investment Advisors, LLC | 0.75% | Reduce -0.7% | 41,607 | $5.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -98.1% | 41,563 | $5.7M |
| Security National Bank of So Dak | 2.76% | Reduce -19.2% | 41,390 | $5.7M |
| Blair William & Co. | 0.02% | Add +0.2% | 41,191 | $5.7M |
| Kingsview Wealth Management, LLC | 0.08% | Add +4.5% | 41,106 | $5.7M |
| Cura Wealth Advisors, LLC | 2.49% | Add +0.5% | 40,260 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Add +195.6% | 39,903 | $5.6M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +38.1% | 40,047 | $5.5M |
| Bluespring Wealth Management, LLC | 0.47% | Reduce -1.2% | 39,641 | $5.5M |
| Evelyn Partners Investment Management Services Ltd | 0.64% | Reduce -6.4% | 39,602 | $5.5M |
| Arkadios Wealth Advisors | 0.09% | Add +17.5% | 39,300 | $5.4M |
| Caprock Group, LLC | 0.13% | Reduce -1.1% | 39,264 | $5.4M |
| VVR Holdings LLC | 2.80% | Add +3.5% | 39,233 | $5.4M |
| Northstar Group, Inc. | 0.79% | Add +0.1% | 38,839 | $5.4M |
| Planning Directions Inc. | 2.70% | Reduce -3.5% | 38,584 | $5.3M |
| Studio Investment Management LLC | 0.96% | Reduce -3.5% | 38,498 | $5.3M |
| First Financial Bankshares Inc | 0.11% | No change | 37,793 | $5.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.90% | Reduce -0.8% | 37,404 | $5.2M |
| NavPoint Financial, Inc. | 2.08% | Reduce -3.4% | 37,198 | $5.1M |
| Diversified Trust Co. | 0.10% | Add +7.0% | 37,007 | $5.1M |
| MAI Capital Management | 0.03% | Reduce -8.9% | 36,991 | $5.1M |
| Hegarty Advisors, LLC | 4.03% | Reduce -1.6% | 36,982 | $5.1M |
| Galilei Investment Office LLP | 2.65% | Reduce -26.9% | 36,936 | $5.1M |
| Numerai GP LLC | 0.51% | New | 36,437 | $5.0M |
| XY Planning Network, Inc. | 0.80% | Add +28.7% | 35,954 | $5.0M |
| Bank of Nova Scotia | 0.01% | Reduce -85.3% | 35,760 | $4.9M |
| Merited Wealth, LLC | 4.09% | Add +0.1% | 35,672 | $4.9M |
| Baker Ellis Asset Management LLC | 0.58% | Add +0.0% | 35,625 | $4.9M |
| Parallel Advisors, LLC | 0.09% | Add +0.6% | 34,995 | $4.8M |
| Two Sigma Securities, LLC | 0.56% | Add +203.4% | 34,967 | $4.8M |
| Cwm, LLC | 0.01% | Add +3.0% | 34,859 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +73.5% | 34,822 | $4.8M |
| Howard Wealth Management, LLC | 2.02% | Reduce -2.9% | 34,747 | $4.8M |
| Novak & Powell Financial Services, Inc. | 2.58% | Add +0.2% | 34,670 | $4.8M |
| Manchester Capital Management LLC | 0.69% | Reduce -4.3% | 34,434 | $4.8M |
| Stokes Family Office, LLC | 0.49% | Reduce -0.5% | 34,203 | $4.7M |
| Snowden Capital Advisors LLC | 0.13% | Add +82.0% | 34,185 | $4.7M |
| Affiance Financial, LLC | 0.76% | Add +1.6% | 33,719 | $4.7M |
| Silver Coast Investments LLC | 1.49% | Add +905.8% | 33,694 | $4.7M |
| Catalyst Investment Management LLC | 5.12% | New | 30,597 | $4.6M |
| LongView Wealth Management | 1.15% | Add +0.1% | 30,911 | $4.6M |
| Mutual Advisors, LLC | 0.10% | Add +6.3% | 33,042 | $4.6M |
| Greenline Partners, LLC | 0.49% | Add +0.7% | 32,645 | $4.5M |
| Equity Investment Corp. | 0.09% | Add +0.2% | 32,357 | $4.5M |
| Mayflower Financial Advisors, LLC | 0.54% | Add +3.4% | 32,348 | $4.5M |
| Ritholtz Wealth Management | 0.08% | Add +6.9% | 32,346 | $4.5M |
| Modera Wealth Management, LLC | 0.05% | Reduce -1.3% | 32,030 | $4.4M |
| Royal Fund Management, LLC | 0.42% | Add +8.1% | 31,606 | $4.4M |
| Van Cleef Asset Management,Inc | 0.47% | Add +0.0% | 31,472 | $4.4M |
| Citizens Financial Group Inc. | 0.06% | Reduce -0.1% | 31,457 | $4.4M |
| Endowment Wealth Management, Inc. | 1.90% | Reduce -1.4% | 31,053 | $4.3M |
| Capital International Investors | 0.00% | Add +9.9% | 31,587 | $4.2M |
| Manchester Financial Inc. | 0.77% | Reduce -2.1% | 29,148 | $4.0M |
| Empire Life Investments Inc. | 0.24% | Add +45.7% | 28,802 | $4.0M |
| Compass Capital Corp. /Ma/ | 1.43% | Add +0.1% | 25,955 | $4.0M |
| Allworth Financial LP | 0.02% | Add +317.0% | 28,637 | $4.0M |
| SilverOak Wealth Management LLC | 0.62% | Add +4.4% | 28,480 | $3.9M |
| Salomon & Ludwin, LLC | 0.35% | Reduce -4.0% | 28,258 | $3.9M |
| Cogent Private Wealth, Inc. | 2.83% | Add +10.0% | 28,294 | $3.9M |
| River Street Advisors LLC | 1.31% | Add +2.9% | 28,121 | $3.9M |
| Chilton Investment Co. Inc. | 0.09% | Add +410.3% | 28,047 | $3.9M |
| University of Texas/Texas Am Investment Management Co. | 0.56% | No change | 27,798 | $3.8M |
| Carroll Advisory Group, LLC | 1.48% | New | 27,607 | $3.8M |
| UMB Bank, n.a. | 0.05% | No change | 27,309 | $3.8M |
| Greenspring Advisors, LLC | 0.22% | Add +6.4% | 26,687 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -28.8% | 26,660 | $3.7M |
| Ridgewood Investments LLC | 1.50% | — | 26,523 | $3.7M |
| Neumann Capital Management, LLC | 1.08% | Reduce -5.5% | 26,459 | $3.7M |
| First Pacific Advisors, LP | 0.05% | Add +33.7% | 26,390 | $3.7M |
| Seamount Financial Group Inc. | 1.63% | Reduce -0.8% | 26,194 | $3.6M |
| Boxwood Ventures, Inc. | 3.84% | No change | 26,192 | $3.6M |
| Coordinated Financial Services, Inc. | 2.11% | Add +29.8% | 26,060 | $3.6M |
| Fortis Group Advisors, LLC | 0.59% | Add +127.4% | 23,757 | $3.6M |
| Windsor Advisory Group, LLC | 2.99% | Add +2.9% | 25,834 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 25,770 | $3.6M |
| Blueprint Financial Advisors LLC | 0.53% | Add +7.2% | 25,762 | $3.6M |
| Blueprint Investment Partners LLC | 0.36% | Add +7.2% | 25,762 | $3.6M |
| W1M Asset Management Ltd | 0.04% | Reduce -10.2% | 25,568 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +1.1% | 25,191 | $3.5M |
| Tanager Wealth Management LLP | 0.33% | Add +0.3% | 24,923 | $3.4M |
| Fiducient Advisors LLC | 0.45% | Add +3.9% | 24,634 | $3.4M |
| Ameliora Wealth Management Ltd. | 1.08% | Reduce -15.1% | 24,569 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.06% | Add +13.5% | 24,488 | $3.4M |
| Insigneo Advisory Services, LLC | 0.24% | Add +0.5% | 24,465 | $3.4M |
| Lavelle Capital LP | 2.10% | Add +71.3% | 24,434 | $3.4M |
| Allie Family Office LLC | 1.46% | Reduce -0.3% | 24,295 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -5.8% | 24,264 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 23,666 | $3.3M |
| GC Wealth Management RIA, LLC | 0.14% | Add +5.8% | 23,574 | $3.3M |
| Wilson & Boucher Capital Management, LLC | 2.14% | Add +8.0% | 23,327 | $3.2M |
| Aspiring Ventures, LLC | 1.09% | Reduce -0.5% | 23,317 | $3.2M |
| South Shore Capital Advisors | 2.36% | No change | 23,302 | $3.2M |
| Financial Plan, Inc. | 0.34% | Reduce -18.1% | 23,109 | $3.2M |
| VestGen Advisors, LLC | 0.09% | Add +3.5% | 20,602 | $3.2M |
| Signaturefd, LLC | 0.05% | Reduce -43.8% | 22,968 | $3.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 22,947 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -24.1% | 22,588 | $3.1M |
| Curi Capital, LLC | 0.06% | Reduce -0.5% | 22,326 | $3.1M |
| Asset Management Group, Inc. | 0.49% | Add +73.6% | 22,093 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +56.5% | 22,091 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.78% | Add +7.8% | 21,580 | $3.0M |
| BSW Wealth Partners | 0.36% | Add +6.9% | 21,529 | $3.0M |
| Coston, McIsaac & Partners | 0.67% | Reduce -2.2% | 21,520 | $3.0M |
| Bangor Savings Bank | 0.24% | No change | 21,500 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -17.1% | 21,409 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 21,210 | $2.9M |
| Midwestern Financial, LLC | 2.26% | Add +0.1% | 20,737 | $2.9M |
| Banco BTG Pactual S.A. | 0.56% | New | 20,625 | $2.9M |
| World Investment Advisors | 0.05% | Add +386.2% | 20,571 | $2.8M |
| Hartmann Taylor Wealth Management, LLC | 1.87% | Reduce -0.2% | 20,496 | $2.8M |
| Cutler Investment Counsel LLC | 0.29% | Add +4.5% | 20,129 | $2.8M |
| Symmetry Partners, LLC | 0.16% | Reduce -2.0% | 20,122 | $2.8M |
| Innealta Capital, LLC | 1.71% | Add +21.3% | 19,879 | $2.7M |
| AlphaCore Capital LLC | 0.07% | Reduce -10.3% | 19,823 | $2.7M |
| Pictet North America Advisors SA | 0.27% | Reduce -7.7% | 19,797 | $2.7M |
| Bailard, Inc. | 0.06% | Reduce -0.3% | 19,355 | $2.7M |
| West Family Investments, Inc. | 0.94% | No change | 18,570 | $2.7M |
| Strategic Blueprint, LLC | 0.15% | Add +19.7% | 19,259 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Add +3.2% | 19,087 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +11.5% | 18,975 | $2.6M |
| Creekside Partners | 1.07% | Add +12.4% | 18,843 | $2.6M |
| Murphy & Mullick Capital Management Corp | 1.91% | Add +42.1% | 18,683 | $2.6M |
| Bank Hapoalim BM | 0.42% | Reduce -36.9% | 18,579 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -9.9% | 18,519 | $2.6M |
| Well Done, LLC | 0.37% | Add +215.4% | 18,447 | $2.6M |
| Chicago Partners Investment Group LLC | 0.06% | Add +4.4% | 16,899 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +3.9% | 16,757 | $2.5M |
| Whipplewood Advisors, LLC | 1.31% | Reduce -25.8% | 18,241 | $2.5M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -3.2% | 18,042 | $2.5M |
| HT Partners LLC | 0.75% | Reduce -1.2% | 17,899 | $2.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.39% | Add +5.3% | 17,804 | $2.5M |
| Stillwater Private Wealth, LLC | 2.08% | — | 17,795 | $2.5M |
| Xcelsior Advisor Partners LLC | 0.94% | Reduce -14.6% | 17,672 | $2.4M |
| Investment Planning Advisors, Inc. | 0.67% | Add +1.9% | 17,543 | $2.4M |
| Verus Financial Partners, Inc. | 0.22% | Reduce -0.0% | 16,272 | $2.4M |
| CBM Financial, LLC | 1.51% | Add +5.8% | 16,068 | $2.4M |
| Portside Wealth Group, LLC | 0.33% | Add +31.8% | 17,462 | $2.4M |
| Colter Lewis Investment Partners LLC | 2.26% | Add +0.2% | 17,344 | $2.4M |
| Forum Finance Group S.A. | 1.30% | — | 21,427 | $2.4M |
| Fort Point Capital Partners LLC | 0.31% | Reduce -3.1% | 17,287 | $2.4M |
| Daymark Wealth Partners, LLC | 0.07% | Add +0.1% | 17,208 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 17,197 | $2.4M |
| Wedbush Securities Inc. | 0.07% | Add +6.1% | 17,094 | $2.4M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $2.4M |
| CX Institutional | 0.07% | Reduce -1.1% | 16,833 | $2.3M |
| Thompson Investment Management, Inc. | 0.30% | No change | 16,560 | $2.3M |
| HRC Wealth Management, LLC | 1.07% | Add +0.9% | 16,435 | $2.3M |
| Keybank National Association | 0.01% | Add +77.6% | 16,409 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.57% | Add +1.6% | 16,314 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -0.0% | 16,304 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 16,271 | $2.3M |
| Presilium Private Wealth, LLC | 0.40% | Reduce -0.4% | 16,255 | $2.2M |
| Ewa, LLC | 0.51% | Reduce -2.0% | 16,162 | $2.2M |
| Cornerstone Financial Group, LLC | 1.43% | Add +2.4% | 14,722 | $2.2M |
| HTG Investment Advisors, Inc. | 0.63% | Reduce -1.9% | 16,009 | $2.2M |
| Savant Capital, LLC | 0.01% | Add +12.9% | 15,902 | $2.2M |
| Quantify Chaos Advisors, LLC | 6.83% | Add +0.2% | 15,842 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.52% | Add +0.3% | 15,625 | $2.2M |
| Ashford Advisors, LLC | 0.50% | New | 15,576 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.7% | 15,571 | $2.2M |
| 180 Wealth Advisors, LLC | 0.24% | Reduce -0.4% | 15,453 | $2.1M |
| Spire Wealth Management | 0.07% | Add +2.3% | 15,419 | $2.1M |
| AlTi Global, Inc. | 0.05% | Add +1.6% | 15,259 | $2.1M |
| SC&H Financial Advisors, Inc. | 0.32% | Reduce -1.7% | 15,222 | $2.1M |
| Eagle Rock Investment Company, LLC | 0.31% | Add +12.7% | 15,190 | $2.1M |
| Junk Investment Group, LLC | 1.08% | — | 14,930 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +17.5% | 14,833 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +4.3% | 13,620 | $2.1M |
| DV Trading LLC | 0.19% | Add +360.8% | 14,744 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +122.0% | 14,440 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 14,259 | $2.0M |
| Renaissance Technologies | 0.00% | New | 14,500 | $2.0M |
| Levin Capital Strategies, L.P. | 0.15% | No change | 14,345 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | Add +14.2% | 14,334 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +44.6% | 14,333 | $2.0M |
| Redmond Asset Management, LLC | 0.53% | Add +3.7% | 14,003 | $1.9M |
| Fingerlakes Wealth Management, Inc. | 1.28% | Reduce -0.4% | 13,942 | $1.9M |
| Silver Oak Advisory Group, Inc. | 0.83% | Add +0.7% | 13,876 | $1.9M |
| Vanguard Advisers Inc. | 0.01% | — | 13,818 | $1.9M |
| Copia Wealth Management | 1.31% | Add +252.8% | 13,742 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +10.8% | 13,682 | $1.9M |
| Keating Financial Advisory Services, Inc. | 0.30% | Reduce -8.7% | 13,445 | $1.9M |
| Trilogy Capital Inc. | 0.08% | Add +7.4% | 13,260 | $1.8M |
| Regions Financial Corp. | 0.01% | Add +11.4% | 13,225 | $1.8M |
| Waddell & Associates, LLC | 0.10% | No change | 13,183 | $1.8M |
| L.K. Benson & Company, P.C. | 0.60% | Add +1.8% | 13,146 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.39% | Reduce -22.9% | 12,924 | $1.8M |
| Mayport, LLC | 0.33% | Add +4.1% | 12,917 | $1.8M |
| Attessa Capital LLC | 0.97% | Add +95.3% | 12,912 | $1.8M |
| Texas Yale Capital Corp. | 0.05% | Add +0.0% | 12,828 | $1.8M |
| Abacus Planning Group, Inc. | 0.24% | Add +0.5% | 12,783 | $1.8M |
| Tidal Investments LLC | 0.01% | Add +29.6% | 12,647 | $1.7M |
| Stonebridge Financial Group, LLC | 0.14% | No change | 12,498 | $1.7M |
| Americana Partners, LLC | 0.04% | Reduce -2.5% | 12,447 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +11.8% | 12,304 | $1.7M |
| LBMC Investment Advisors, LLC | 0.10% | Add +0.9% | 12,158 | $1.7M |
| Montis Financial, LLC | 0.35% | Reduce -0.5% | 12,140 | $1.7M |
| Family Manage LLC | 0.20% | Add +34.6% | 12,121 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 12,070 | $1.7M |
| HSBC Holdings PLC | 0.00% | New | 12,034 | $1.7M |
| Tannin Capital LLC | 1.20% | Reduce -4.9% | 12,002 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +0.7% | 11,999 | $1.7M |
| Tocqueville Asset Management L.P. | 0.02% | Add +117.3% | 11,943 | $1.7M |
| Five Pine Wealth Management | 1.03% | Add +58.5% | 11,943 | $1.7M |
| Andrews Advisory Associates, LLC | 0.87% | Add +1.0% | 11,940 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 16,205 | $1.6M |
| M Holdings Securities, Inc. | 0.11% | Add +0.4% | 11,841 | $1.6M |
| Midwest Trust Co | 0.02% | Add +16.8% | 11,731 | $1.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,643 | $1.6M |
| HFM Investment Advisors, LLC | 0.62% | Reduce -3.4% | 11,632 | $1.6M |
| Triangle Securities Wealth Management | 0.36% | Reduce -2.8% | 11,484 | $1.6M |
| Certior Financial Group, LLC | 1.01% | Add +4.1% | 11,414 | $1.6M |
| Charter Oak Capital Management, LLC | 0.12% | Add +3.5% | 11,360 | $1.6M |
| Cantor Fitzgerald, L. P. | 0.06% | New | 11,310 | $1.6M |
| Ferguson Shapiro LLC | 0.47% | New | 11,274 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +3.5% | 11,227 | $1.6M |
| Balentine LLC | 0.06% | Add +0.6% | 11,028 | $1.5M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Add +0.0% | 11,018 | $1.5M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +29.4% | 10,996 | $1.5M |
| Rockingstone Advisors LLC | 0.70% | Reduce -0.7% | 10,962 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | No change | 10,734 | $1.5M |
| Successful Portfolios LLC | 0.83% | Reduce -2.0% | 11,087 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -1.5% | 10,938 | $1.5M |
| Debussy Capital Management LP | 0.21% | Add +0.3% | 10,936 | $1.5M |
| Capitolis Liquid Global Markets LLC | 0.01% | — | 10,800 | $1.5M |
| CGN Advisors LLC | 0.12% | Add +0.0% | 10,634 | $1.5M |
| Flatrock Wealth Partners LLC | 0.66% | Add +0.2% | 10,612 | $1.5M |
| Schrum Private Wealth Management LLC | 1.12% | Add +3.6% | 10,590 | $1.5M |
| Manuka Financial, LLC | 0.90% | Add +2.8% | 10,535 | $1.5M |
| New Capital Management LP | 0.36% | Add +0.7% | 10,523 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 10,511 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.00% | Reduce -0.1% | 10,489 | $1.5M |
| Trellis Wealth Advisors LLC | 0.55% | Add +0.5% | 10,427 | $1.4M |
| Fortis Capital Advisors, LLC | 0.19% | Reduce -1.6% | 10,404 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +112.6% | 10,386 | $1.4M |
| Krilogy Financial LLC | 0.05% | No change | 9,649 | $1.4M |
| Sage Investment Counsel LLC | 1.57% | Reduce -1.0% | 10,257 | $1.4M |
| FF Advisors,LLC | 0.57% | No change | 9,470 | $1.4M |
| Moseley Investment Management Inc. | 0.45% | Add +30.1% | 10,211 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.53% | Add +3.1% | 10,187 | $1.4M |
| Nicolet Bankshares Inc. | 0.05% | New | 10,143 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.29% | New | 10,159 | $1.4M |
| GenTrust, LLC | 0.06% | No change | 10,156 | $1.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Add +362.2% | 10,145 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1.8% | 10,109 | $1.4M |
| Tudor Financial Inc. | 0.71% | No change | 10,070 | $1.4M |
| F&V Capital Management, LLC | 0.29% | Add +55.0% | 10,050 | $1.4M |
| RBF Capital, LLC | 0.07% | No change | 10,000 | $1.4M |
| Ariel Investments | 0.02% | New | 9,964 | $1.4M |
| Efficient Advisors, LLC | 0.10% | Reduce -36.9% | 9,906 | $1.4M |
| Tortoise Investment Management, LLC | 0.11% | Add +0.1% | 9,823 | $1.4M |
| Leo Wealth, LLC | 0.10% | Add +2.0% | 9,821 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.3% | 9,758 | $1.3M |
| Mosaic Advisors LLC | 2.02% | Add +395.3% | 8,950 | $1.3M |
| TrustWell Financial Advisors, LLC | 1.26% | Reduce -1.9% | 9,674 | $1.3M |
| Hubbell Strickland Wealth Management, LLC | 0.53% | Add +0.2% | 9,645 | $1.3M |
| Drystone LLC | 1.20% | Add +1.2% | 9,609 | $1.3M |
| Kathmere Capital Management, LLC | 0.08% | Add +3.5% | 9,500 | $1.3M |
| HighPoint Advisor Group LLC | 0.06% | Add +4.3% | 9,484 | $1.3M |
| Latitude Advisors, LLC | 0.59% | Add +43.7% | 9,359 | $1.3M |
| Brickley Wealth Management | 0.22% | Add +6.3% | 9,273 | $1.3M |
| Principle Wealth Partners LLC | 0.07% | Add +2.4% | 9,272 | $1.3M |
| Roundview Capital LLC | 0.08% | Add +9.4% | 9,225 | $1.3M |
| Lantern Wealth Advisors, LLC | 0.65% | Add +69.3% | 9,177 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +1.3% | 9,165 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +4.5% | 9,115 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.11% | Reduce -0.3% | 9,087 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +0.0% | 9,076 | $1.3M |
| Sellwood Investment Partners LLC | 0.49% | No change | 9,065 | $1.3M |
| Windward Private Wealth Management Inc. | 0.43% | Add +0.8% | 9,050 | $1.3M |
| Brandes Investment Partners, LP | 0.01% | Reduce -33.9% | 9,045 | $1.3M |
| Compass Financial Group, INC | 0.17% | Reduce -1.2% | 9,013 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.37% | Add +1.4% | 9,004 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +0.6% | 8,883 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 8,865 | $1.2M |
| Jennison Associates LLC | 0.00% | Reduce -81.8% | 8,802 | $1.2M |
| Silverlake Wealth Management LLC | 0.26% | Add +8.8% | 8,779 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -10.2% | 8,762 | $1.2M |
| Cardiff Park Advisors, LLC | 0.10% | Add +4.3% | 8,751 | $1.2M |
| Keel Point, LLC | 0.08% | Reduce -22.1% | 8,721 | $1.2M |
| Fiduciary Financial Group, LLC | 0.16% | Add +0.6% | 8,596 | $1.2M |
| Cerity Partners Retirement Plan Advisors LLC | 0.60% | — | 8,513 | $1.2M |
| Versant Capital Management, Inc | 0.12% | Add +0.0% | 8,543 | $1.2M |
| Arlington Trust Co LLC | 0.10% | No change | 8,535 | $1.2M |
| Trevian Wealth Management LLC | 0.58% | Add +0.0% | 8,533 | $1.2M |
| Kendall Capital Management | 0.24% | Reduce -2.5% | 8,462 | $1.2M |
| Johnson & White Wealth Management, LLC | 0.49% | Add +1.2% | 8,392 | $1.2M |
| Unison Advisors LLC | 0.09% | Add +0.7% | 8,319 | $1.2M |
| Capstone Financial Advisors, Inc. | 0.06% | New | 8,310 | $1.1M |
| Pennington Partners & Co., LLC | 0.39% | Add +100.4% | 8,250 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Add +42.3% | 8,194 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Add +31.9% | 8,181 | $1.1M |
| Selby Wealth Management, LLC | 0.45% | Reduce -0.3% | 8,171 | $1.1M |
| Brand Asset Management Group, Inc. | 0.29% | Reduce -19.5% | 8,166 | $1.1M |
| TBH Global Asset Management, LLC | 0.23% | Reduce -1.5% | 8,104 | $1.1M |
| Sonoma Private Wealth LLC | 1.37% | Add +6.2% | 8,031 | $1.1M |
| Advisor OS, LLC | 0.08% | New | 7,961 | $1.1M |
| Argent Trust Co | 0.04% | Add +0.3% | 7,949 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.22% | Reduce -1.7% | 7,918 | $1.1M |
| Catalyst Financial Partners LLC | 0.13% | No change | 7,916 | $1.1M |
| Aspen Capital Management, LLC | 0.27% | Reduce -0.7% | 7,909 | $1.1M |
| Daybright Advisory Services, Inc. | 0.30% | Add +20.6% | 7,895 | $1.1M |
| Vista Capital Partners, Inc. | 0.11% | Add +11.3% | 7,888 | $1.1M |
| Three Arch Wealth Management LLC | 0.20% | No change | 7,879 | $1.1M |
| Archford Capital Strategies, LLC | 0.12% | No change | 7,866 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.51% | Add +1.5% | 7,854 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.6% | 7,793 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -0.5% | 7,764 | $1.1M |
| TD Asset Management Inc | 0.00% | Add +1.0% | 7,738 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +14.0% | 7,707 | $1.1M |
| Westbourne Investments, Inc. | 0.50% | Add +0.2% | 7,665 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +0.2% | 7,645 | $1.1M |
| New England Professional Planning Group Inc. | 0.44% | No change | 7,574 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +2.1% | 7,553 | $1.0M |
| Dodds Wealth, LLC | 0.26% | Reduce -0.5% | 7,546 | $1.0M |
| GEN Financial Management, INC. | 0.64% | Add +0.3% | 7,529 | $1.0M |
| Brightwater Advisory LLC | 0.69% | Reduce -0.4% | 7,528 | $1.0M |
| Dunhill Financial, LLC | 0.24% | Reduce -0.6% | 7,500 | $1.0M |
| JTC Employer Solutions Trustee Ltd | 0.09% | No change | 7,500 | $1.0M |
| Viewpoint Investment Partners Corp. | 0.48% | No change | 7,500 | $1.0M |
| Sierra Capital LLC | 0.11% | Add +0.2% | 7,480 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.39% | No change | 7,450 | $1.0M |
| Perryman Financial Advisory Inc. | 0.15% | Add +3.2% | 7,449 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.3% | 7,419 | $1.0M |
| Independent Wealth Advisors LLC | 1.00% | Reduce -0.5% | 7,352 | $1.0M |
| Strategy Asset Managers LLC | 0.17% | Add +2.7% | 7,352 | $1.0M |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -2.0% | 7,295 | $1.0M |
| First PREMIER Bank | 0.23% | Add +0.0% | 7,268 | $1.0M |
| Newton One Investments LLC | 0.27% | Reduce -13.9% | 7,261 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -5.7% | 7,215 | $998K |
| Boyce & Associates Wealth Consulting, Inc. | 0.75% | Reduce -5.1% | 7,191 | $995K |
| SWP Financial LLC | 0.51% | Reduce -2.0% | 7,162 | $991K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +0.1% | 7,132 | $986K |
| Warren Street Wealth Advisors, LLC | 0.25% | Reduce -0.5% | 7,118 | $985K |
| Barlow Wealth Partners, LLC | 0.11% | No change | 6,525 | $984K |
| Elite Financial, Inc. | 0.44% | No change | 7,119 | $984K |
| Burkett Financial Services, LLC | 0.34% | Add +19.0% | 7,092 | $981K |
| Y.D. More Investments Ltd | 0.04% | No change | 7,085 | $980K |
| XTX Topco Ltd | 0.02% | Add +53.8% | 7,071 | $978K |
| Means Investment Co., Inc. | 0.09% | Reduce -0.5% | 7,055 | $976K |
| Discipline Wealth Solutions, LLC | 0.10% | New | 6,990 | $967K |
| Austin Wealth Management, LLC | 0.22% | Reduce -21.9% | 6,901 | $967K |
| Summit Financial, LLC | 0.01% | Add +37.2% | 6,893 | $954K |
| Prospera Financial Services Inc | 0.02% | Add +161.0% | 6,875 | $951K |
| Financial Planning Fort Collins, LLC | 0.74% | Add +1.2% | 6,302 | $947K |
| Kovack Advisors, Inc. | 0.05% | Add +27.9% | 6,785 | $945K |
| FC Advisory LLC | 0.28% | Reduce -0.7% | 6,823 | $944K |
| Capital City Trust Co. | 0.22% | New | 6,815 | $943K |
| Financial Perspectives, Inc | 0.26% | Add +13.1% | 6,690 | $925K |
| Steelhead Wealth Management LLC | 0.47% | — | 6,671 | $922K |
| SHP Wealth Management | 0.07% | Add +16520.0% | 6,648 | $920K |
| First Interstate Bank | 0.05% | No change | 6,650 | $920K |
| Polen Capital Management LLC | 0.01% | Reduce -80.3% | 6,600 | $913K |
| Fiera Capital Corp | 0.00% | Add +6.6% | 6,531 | $903K |
| Ballentine Partners, LLC | 0.01% | Add +1.8% | 6,472 | $895K |
| Ade, LLC | 0.43% | Add +2.8% | 6,443 | $891K |
| Sharkey, Howes & Javer | 0.12% | Reduce -25.4% | 6,402 | $886K |
| Fiduciary Group, LLC | 0.08% | Add +137.3% | 6,395 | $885K |
| Procyon Advisors, LLC | 0.04% | Add +6.2% | 6,353 | $879K |
| Wesbanco Bank Inc. | 0.02% | Add +7.3% | 6,342 | $877K |
| Berman McAleer LLC | 0.12% | Reduce -1.8% | 6,331 | $876K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 6,300 | $871K |
| Sage Mountain Advisors LLC | 0.06% | Add +0.2% | 6,298 | $871K |
| Wakefield Asset Management LLLP | 0.23% | No change | 6,297 | $871K |
| Triumph Capital Management | 0.18% | Add +473.2% | 6,271 | $867K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +55.5% | 6,248 | $864K |
| Vested Financial Planning, LLC | 0.66% | Add +1.3% | 6,231 | $862K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.2% | 6,216 | $860K |
| Birch Hill Investment Advisors LLC | 0.04% | New | 6,200 | $858K |
| AMG National Trust Bank | 0.02% | Add +20.3% | 6,197 | $857K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -17.2% | 6,195 | $857K |
| Blue Trust, Inc. | 0.01% | Reduce -4.4% | 6,191 | $856K |
| Clear Street Group Inc. | 0.00% | New | 6,187 | $856K |
| Chesley Taft & Associates LLC | 0.04% | Add +13.0% | 6,164 | $853K |
| Spartan Wealth Advisory Services LLC | 0.07% | — | 6,083 | $841K |
| Smith, Moore & Co. | 0.06% | Reduce -4.9% | 6,040 | $835K |
| BFI Infinity Ltd. | 0.46% | Reduce -21.7% | 5,977 | $827K |
| Fermata Advisors, LLC | 0.19% | Reduce -0.9% | 5,971 | $826K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Reduce -5.2% | 5,964 | $825K |
| Checchi Capital Advisers, LLC | 0.06% | Add +4.7% | 5,947 | $823K |
| Lumbard & Kellner, LLC | 0.28% | No change | 5,914 | $818K |
| Mustard Seed Financial, LLC | 0.49% | Add +0.3% | 5,900 | $816K |
| Plancorp, LLC | 0.02% | Add +0.2% | 5,597 | $811K |
| Client 1ST Advisory Group, LLC | 0.25% | Add +0.0% | 5,831 | $807K |
| Roble, Belko & Company, Inc | 0.10% | Reduce -0.5% | 5,658 | $783K |
| Weaver Consulting Group | 0.19% | No change | 5,622 | $778K |
| Aspiriant, LLC | 0.02% | Add +9.2% | 5,601 | $775K |
| August Group Capital Ltd | 0.90% | Add +16.8% | 5,588 | $773K |
| National Bank of Canada | 0.00% | Reduce -99.1% | 5,553 | $768K |
| Magnolia Capital Advisors LLC | 0.15% | Add +62.1% | 5,544 | $767K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -5.2% | 5,519 | $763K |
| CFO4Life Group, LLC | 0.12% | Add +63.4% | 5,463 | $756K |
| Titleist Asset Management, LLC | 0.06% | Add +12.9% | 5,461 | $755K |
| Retirement Planning Group, LLC | 0.02% | Add +66.6% | 5,413 | $749K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 5,389 | $745K |
| StoneX Group Inc. | 0.04% | Add +43.6% | 5,307 | $734K |
| CLG LLC | 0.18% | Add +11.8% | 5,298 | $733K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Add +6.9% | 5,297 | $733K |
| Modern Wealth Management, LLC | 0.01% | Reduce -17.1% | 5,200 | $726K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Add +0.2% | 5,250 | $726K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +234.9% | 5,244 | $725K |
| PFG Advisors | 0.04% | Reduce -34.2% | 5,203 | $720K |
| Five Oceans Advisors | 0.26% | Add +0.6% | 5,190 | $718K |
| Rakuten Securities, Inc. | 0.29% | Add +49.1% | 5,135 | $710K |
| Verum Partners LLC | 0.13% | Add +8.9% | 5,119 | $708K |
| American Money Management, LLC | 0.11% | No change | 5,110 | $707K |
| TrueWealth Financial Partners | 0.28% | New | 5,046 | $698K |
| Main Street Financial Solutions, LLC | 0.05% | Add +31.4% | 5,035 | $697K |
| AE Wealth Management LLC | 0.00% | Reduce -21.9% | 5,033 | $696K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +5.6% | 5,019 | $694K |
| ATLas Financial Planning LLC | 0.62% | Add +3.6% | 5,018 | $694K |
| IFP Advisors, Inc | 0.01% | Add +38.7% | 5,018 | $694K |
| Pine Valley Investments Ltd Liability Co | 0.03% | New | 5,012 | $693K |
| Verus Capital Partners, LLC | 0.05% | Add +4.2% | 4,985 | $690K |
| JMG Financial Group, Ltd. | 0.02% | Add +1.2% | 4,980 | $689K |
| Unify Financial Advisors | 0.71% | Add +15.3% | 4,945 | $684K |
| Boston Trust Walden Corp | 0.01% | No change | 4,925 | $681K |
| Foundations Investment Advisors, LLC | 0.01% | Add +41.1% | 4,914 | $680K |
| Maimon Wealth Management LTD. | 0.59% | No change | 5,040 | $676K |
| Vista Investment Management | 0.23% | Add +1.9% | 4,858 | $672K |
| Wallace Advisory Group, LLC | 0.72% | Reduce -1.3% | 4,855 | $672K |
| HUB Investment Partners, LLC | 0.02% | Add +72.1% | 4,849 | $671K |
| Fragasso Financial Advisors Inc | 0.04% | Add +15.9% | 4,784 | $670K |
| Tenzing Financial LLC | 0.50% | Add +0.1% | 4,577 | $670K |
| Cooper Financial Group | 0.07% | No change | 4,833 | $669K |
| BCR Wealth Strategies, LLC | 0.21% | Add +14.7% | 4,826 | $667K |
| Monument Capital Management | 0.17% | Add +7.5% | 4,791 | $663K |
| Greenleaf Trust | 0.01% | Add +9.1% | 4,766 | $659K |
| Indivisible Partners | 0.06% | No change | 4,759 | $658K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 4,721 | $653K |
| Mayfair Advisory Group, LLC | 0.23% | Add +2.7% | 4,718 | $653K |
| Riverwater Partners LLC | 0.22% | Add +0.0% | 4,707 | $651K |
| Blackston Financial Advisory Group, LLC | 0.41% | Reduce -2.9% | 4,687 | $648K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -6.3% | 4,678 | $647K |
| Symphony Financial, Ltd. Co. | 0.09% | No change | 4,676 | $647K |
| Visionary Wealth Advisors | 0.03% | Add +17.9% | 4,659 | $644K |
| Proffitt & Goodson Inc. | 0.10% | Reduce -0.8% | 4,648 | $643K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 4,611 | $638K |
| Cambridge Financial Group, LLC | 0.21% | Reduce -45.6% | 4,560 | $631K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -0.0% | 4,534 | $627K |
| Approach Retirement Advisors, LLC | 0.52% | Add +2.9% | 4,527 | $626K |
| Greenwich Wealth Management LLC | 0.03% | Add +5.6% | 4,525 | $626K |
| Paragon Capital Management Ltd | 0.13% | New | 4,519 | $625K |
| TCTC Holdings, LLC | 0.02% | Reduce -1.0% | 4,500 | $622K |
| National Philanthropic Trust | 0.01% | Reduce -12.8% | 4,494 | $622K |
| TD Private Client Wealth LLC | 0.01% | Reduce -10.8% | 4,493 | $621K |
| Unconventional Investor, LLC | 0.29% | Add +9.4% | 4,464 | $618K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.1% | 4,452 | $616K |
| Simplicity Wealth,LLC | 0.03% | Add +6.4% | 4,447 | $615K |
| Agf Management Ltd. | 0.00% | Reduce -7.2% | 4,373 | $605K |
| Synergy Financial Group, LTD | 0.45% | Add +73.7% | 4,367 | $604K |
| Western Wealth Management, LLC | 0.02% | Add +64.5% | 4,352 | $602K |
| Private Trust Co. NA | 0.05% | Add +17.4% | 4,335 | $600K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.9% | 4,321 | $598K |
| Port Capital LLC | 0.03% | No change | 4,316 | $597K |
| Elmwood Wealth Management, Inc. | 0.16% | Add +9.9% | 4,275 | $591K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +0.1% | 4,270 | $591K |
| Hudock, Inc. | 0.09% | Reduce -0.5% | 4,270 | $591K |
| McGinn Penninger Investment Management, Inc. | 0.39% | No change | 4,258 | $589K |
| Garrison Point Advisors, LLC | 0.27% | Add +1.2% | 4,250 | $588K |
| Providence Capital Advisors, LLC | 0.10% | Add +25.8% | 4,246 | $587K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -3.4% | 4,208 | $582K |
| Resolute Advisors LLC | 0.24% | Add +18.3% | 4,192 | $580K |
| Curbstone Financial Management Corp | 0.11% | No change | 4,180 | $578K |
| Macroview Investment Management LLC | 0.40% | Add +0.2% | 4,175 | $577K |
| LGL Partners, LLC | 0.24% | Add +0.2% | 4,169 | $577K |
| Flower City Capital | 0.29% | Add +4.5% | 4,147 | $574K |
| Thrive Wealth Management, LLC | 0.09% | Add +67.7% | 4,136 | $572K |
| Olistico Wealth, LLC | 0.28% | No change | 4,132 | $571K |
| Brookstone Capital Management | 0.01% | Add +24.6% | 4,113 | $569K |
| Soltis Investment Advisors LLC | 0.04% | Add +38.4% | 4,111 | $569K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +6.1% | 4,111 | $569K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.16% | Add +20.9% | 4,070 | $563K |
| Lincoln Capital LLC | 0.11% | Add +0.8% | 4,050 | $560K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +10.6% | 4,006 | $554K |
| Lighthouse Financial LLC | 0.33% | No change | 4,000 | $553K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | Reduce -4.9% | 3,995 | $553K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -34.5% | 3,984 | $551K |
| First Pacific Financial | 0.07% | Add +3791.2% | 3,969 | $549K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.2% | 3,959 | $548K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.3% | 3,955 | $547K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +7.7% | 3,936 | $544K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,929 | $543K |
| MBE Wealth Management, LLC | 0.23% | No change | 3,928 | $543K |
| Commerce Bank | 0.00% | Add +59.1% | 3,888 | $538K |
| Lesa Sroufe & Co | 0.36% | Add +2.8% | 3,854 | $533K |
| MorganRosel Wealth Management, LLC | 0.21% | Add +0.1% | 3,847 | $532K |
| Estate Planners Group, LLC | 0.26% | New | 3,845 | $532K |
| DSG Capital Advisors, LLC | 0.08% | Add +1.8% | 3,816 | $528K |
| Evelyn Partners Investment Management LLP | 0.01% | Add +40.6% | 3,810 | $527K |
| DB Fitzpatrick & Co, Inc | 0.45% | Reduce -63.1% | 3,800 | $526K |
| Battery Global Advisors, LLC | 0.28% | Reduce -98.0% | 3,770 | $521K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 3,767 | $521K |
| Kirtland Hills Capital Management, LLC | 0.16% | New | 3,451 | $517K |
| Vilga Financial Planning LLC | 0.46% | Add +0.0% | 3,725 | $515K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +4.6% | 3,709 | $513K |
| BOS Asset Management, LLC | 0.13% | No change | 3,685 | $510K |
| Wetzel Investment Advisors, Inc. | 0.20% | Reduce -7.2% | 3,679 | $509K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +149.2% | 3,663 | $507K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,651 | $505K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 3,651 | $505K |
| Gutierrez Wealth Advisory, LLC | 0.31% | Add +46.6% | 3,637 | $503K |
| Ballast Financial Advisors LLC | 0.51% | Add +28.3% | 3,617 | $500K |
| Optima Capital LLC | 0.23% | Add +0.2% | 3,616 | $500K |
| Sigma Planning Corp | 0.01% | Add +21.0% | 3,607 | $499K |
| VSM Wealth Advisory, LLC | 0.15% | Reduce -6.1% | 3,583 | $496K |
| Edgestream Partners, L.P. | 0.02% | Reduce -56.8% | 3,577 | $495K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 3,571 | $494K |
| Cheviot Value Management, LLC | 0.05% | No change | 3,571 | $494K |
| Formidable Asset Management, LLC | 0.08% | No change | 3,500 | $494K |
| Gross & Hartman Investments LLC | 0.26% | Add +10.5% | 3,564 | $493K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.0% | 3,564 | $493K |
| Columbus Macro, LLC | 0.05% | No change | 3,562 | $493K |
| Tactive Advisors, LLC | 0.14% | Reduce -27.5% | 3,562 | $493K |
| First Foundation Advisors | 0.02% | No change | 3,551 | $491K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,546 | $490K |
| Arax Advisory Partners | 0.01% | Add +7.6% | 3,523 | $487K |
| Park Avenue Securities LLC | 0.00% | Add +22.6% | 3,522 | $487K |
| Advisory Alpha, LLC | 0.01% | New | 3,496 | $484K |
| Fort Vancouver Investment Management, LLC | 0.24% | Reduce -5.6% | 3,482 | $482K |
| Forum Financial Management, LP | 0.01% | Add +1.1% | 3,464 | $479K |
| Rinkey Investments | 0.12% | Reduce -0.1% | 3,435 | $475K |
| GTS Securities LLC | 0.02% | Reduce -62.4% | 3,432 | $475K |
| SG Americas Securities, LLC | 0.00% | No change | 3,429 | $474K |
| Addis & Hill, Inc | 0.29% | Reduce -3.8% | 3,408 | $471K |
| Perennial Advisors, LLC | 0.08% | Add +1.5% | 3,405 | $471K |
| Geometric Wealth Advisors | 0.06% | No change | 3,372 | $466K |
| Financial Planning Navigators CORP | 0.20% | Reduce -37.1% | 3,367 | $466K |
| Harbour Investment Management LLC | 0.25% | No change | 3,361 | $465K |
| Aua Capital Management, LLC | 0.24% | No change | 3,343 | $462K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Reduce -4.3% | 3,332 | $461K |
| Fiduciary Advisors, Inc. | 0.35% | Add +27.4% | 3,331 | $461K |
| WealthSpring Partners, LLC | 0.42% | Add +0.1% | 3,330 | $461K |
| Oak Family Advisors, LLC | 0.14% | Add +0.1% | 3,319 | $459K |
| Creative Financial Designs Inc. | 0.03% | Add +14.8% | 3,298 | $456K |
| Hanson & Doremus Investment Management | 0.05% | Add +5.0% | 3,268 | $452K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -1.0% | 3,242 | $448K |
| J. Derek Lewis & Associates Inc. | 0.10% | Add +0.3% | 3,241 | $448K |
| Nikulski Financial, Inc. | 0.11% | Reduce -27.6% | 3,230 | $447K |
| SMART Wealth LLC | 0.13% | New | 3,229 | $447K |
| Dala Group, LLC | 0.37% | Add +32.2% | 3,205 | $443K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,184 | $440K |
| Lutz Financial Services LLC | 0.03% | Add +6.5% | 3,183 | $440K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +11.8% | 3,172 | $439K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.6% | 3,151 | $436K |
| Tillman Hartley LLC | 0.11% | Reduce -2.2% | 3,114 | $431K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -0.2% | 3,202 | $430K |
| Burton Enright Welch | 0.06% | Add +1.5% | 3,104 | $429K |
| Xena Financial Planning, LLC | 0.48% | Add +25.3% | 3,099 | $429K |
| Kwmg, LLC | 0.04% | Add +1.1% | 3,090 | $427K |
| Genus Capital Management Inc. | 0.05% | Reduce -48.7% | 3,068 | $424K |
| RS Crum Inc. | 0.08% | Add +1.8% | 3,060 | $423K |
| Pointe Capital Management LLC | 0.21% | No change | 3,039 | $420K |
| WealthShield Partners, LLC | 0.05% | Add +0.4% | 3,026 | $419K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 3,000 | $415K |
| IMA Advisory Services, Inc. | 0.04% | Add +1.5% | 2,986 | $413K |
| Waterloo Capital, L.P. | 0.03% | Reduce -3.3% | 2,983 | $413K |
| RAM Investment Partners, LLC | 0.07% | Add +0.5% | 2,982 | $413K |
| Applied Capital LLC | 0.15% | Reduce -2.1% | 2,981 | $412K |
| ETF Portfolio Partners, Inc. | 0.11% | Reduce -16.1% | 2,963 | $410K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.4% | 2,956 | $409K |
| SmartHarvest Portfolios, LLC | 0.17% | No change | 2,947 | $408K |
| CENTRAL TRUST Co | 0.01% | Add +11.0% | 2,928 | $405K |
| Seven Mile Advisory | 0.29% | Add +23.4% | 2,926 | $405K |
| Gambit Capital Management, LLC | 0.29% | No change | 2,920 | $404K |
| Aptus Capital Advisors, LLC | 0.00% | Add +313.6% | 2,920 | $404K |
| Cypress Wealth Services, LLC | 0.06% | No change | 2,917 | $403K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.0% | 2,917 | $403K |
| Centaurus Financial, Inc. | 0.02% | Add +14.4% | 2,917 | $403K |
| Fielder Capital Group LLC | 0.09% | Add +0.1% | 2,908 | $402K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -11.3% | 2,891 | $400K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,688 | $398K |
| Flputnam Investment Management Co. | 0.01% | New | 2,872 | $397K |
| Baird Financial Group, Inc. | 0.00% | Reduce -26.5% | 2,857 | $395K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.8% | 2,820 | $390K |
| Claret Asset Management Corp | 0.05% | No change | 2,810 | $389K |
| Kastel Capital Advisors, LLC | 0.24% | No change | 2,750 | $388K |
| Vantage Point Financial LLC | 0.14% | Add +37.3% | 2,799 | $387K |
| West Financial Advisors, LLC | 0.07% | Add +6.5% | 2,789 | $386K |
| Templeton & Phillips Capital Management, LLC | 0.31% | No change | 2,778 | $384K |
| International Assets Investment Management, LLC | 0.03% | Add +6.2% | 2,747 | $384K |
| Blue Edge Capital, LLC | 0.05% | Reduce -57.2% | 2,759 | $382K |
| Callan Family Office, LLC | 0.01% | Reduce -2.5% | 2,748 | $380K |
| Melfa Wealth Management, Inc. | 0.22% | Reduce -3.1% | 2,746 | $380K |
| FFT Wealth Management LLC | 0.07% | New | 2,740 | $379K |
| Courier Capital LLC | 0.02% | Reduce -0.1% | 2,738 | $379K |
| OneAscent Financial Services LLC | 0.02% | New | 2,729 | $377K |
| Winthrop Advisory Group LLC | 0.03% | New | 2,725 | $377K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -11.9% | 2,476 | $373K |
| McCartney Wealth Management LLC | 0.31% | Add +73.3% | 2,694 | $373K |
| Gryphon Financial Partners LLC | 0.04% | Add +42.4% | 2,691 | $372K |
| Signal Advisors Wealth, LLC | 0.03% | Add +6.4% | 2,673 | $370K |
| Prosperity Planning, Inc. | 0.13% | Reduce -0.5% | 2,672 | $370K |
| Old National Bancorp | 0.01% | No change | 2,668 | $369K |
| BridgePort Financial Solutions, LLC | 0.10% | Add +0.2% | 2,666 | $369K |
| Norden Group LLC | 0.04% | Reduce -8.6% | 2,657 | $368K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -14.0% | 2,654 | $367K |
| WESPAC Advisors, LLC | 0.20% | Add +51.8% | 2,642 | $365K |
| Smith Salley Wealth Management | 0.02% | No change | 2,637 | $365K |
| MontVue Capital Management, Inc. | 0.25% | Reduce -0.8% | 2,634 | $364K |
| Rebalance, LLC | 0.02% | Add +0.1% | 2,617 | $362K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | No change | 2,594 | $359K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 2,590 | $358K |
| CoreCap Advisors, LLC | 0.01% | Add +95.0% | 2,587 | $358K |
| M Wealth Management, LLC | 0.30% | Reduce -2.0% | 2,577 | $356K |
| Arcadia Investment Advisors LLC | 0.17% | No change | 2,572 | $356K |
| Main Management LLC | 0.03% | Reduce -1.6% | 2,569 | $355K |
| Bank of Hawaii | 0.02% | No change | 2,563 | $355K |
| Clarion Wealth Managment Partners, LLC | 0.32% | New | 2,562 | $354K |
| Boston Standard Wealth Management, LLC | 0.06% | Reduce -2.6% | 2,537 | $354K |
| Disciplined Investors, L.L.C. | 0.21% | Add +28.0% | 2,553 | $353K |
| N.E.W. Advisory Services LLC | 0.03% | Add +1.8% | 2,552 | $353K |
| Facet Wealth, Inc. | 0.01% | Add +3.1% | 2,549 | $353K |
| Gibbs Wealth Management | 0.05% | Add +9.3% | 2,547 | $352K |
| Caitlin John, LLC | 0.21% | No change | 2,540 | $351K |
| Centurion Wealth Management LLC | 0.08% | No change | 2,540 | $351K |
| Next Capital Management LLC | 0.11% | Add +7.4% | 2,539 | $351K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Reduce -0.0% | 2,534 | $351K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.31% | Add +8.6% | 2,531 | $350K |
| Pathfinder Wealth Consulting, Inc. | 0.22% | No change | 2,496 | $345K |
| Range Advisory, LLC | 0.06% | New | 2,490 | $344K |
| Integrity Wealth Solutions LLC | 0.14% | Add +13.0% | 2,489 | $344K |
| Innova Wealth Partners | 0.16% | Add +20.9% | 2,478 | $343K |
| Waller Financial Planning Group, Inc. | 0.08% | Add +7.9% | 2,477 | $343K |
| Marin Bay Wealth Advisors, LLC | 0.20% | New | 2,461 | $340K |
| Genesis Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 2,450 | $339K |
| Hohimer Wealth Management, LLC | 0.04% | Add +0.1% | 2,429 | $336K |
| McIlrath & Eck, LLC | 0.03% | Reduce -0.3% | 2,428 | $336K |
| First Community Trust NA | 0.25% | No change | 2,415 | $334K |
| Elevation Wealth Partners, LLC | 0.12% | No change | 2,397 | $332K |
| Montag A & Associates Inc. | 0.02% | Add +5.6% | 2,390 | $331K |
| Golden State Wealth Management, LLC | 0.04% | Add +27.6% | 2,382 | $330K |
| Clark Asset Management, LLC | 0.03% | Add +0.1% | 2,382 | $330K |
| Ferguson Johnson Wealth Management Inc | 0.27% | New | 2,381 | $329K |
| Essential Partners LLC | 0.11% | Add +15.5% | 2,368 | $327K |
| Wealthedge Investment Advisors, LLC | 0.12% | Add +5.6% | 2,366 | $327K |
| Alliance Wealth Management Group | 0.07% | No change | 2,365 | $327K |
| Towercrest Capital Management | 0.05% | No change | 2,365 | $327K |
| Red Door Wealth Management, LLC | 0.03% | No change | 2,360 | $326K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -0.7% | 2,326 | $322K |
| Cynosure Group, LLC | 0.04% | Add +0.2% | 2,314 | $320K |
| Columbia River Financial Group, LLC | 0.18% | Reduce -1.4% | 2,285 | $316K |
| Embree Financial Group | 0.04% | Add +0.1% | 2,277 | $315K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | New | 2,276 | $315K |
| Modus Advisors, LLC | 0.09% | No change | 2,272 | $314K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +0.2% | 2,272 | $314K |
| Heritage Trust Co | 0.03% | Add +8.5% | 2,264 | $313K |
| Riverbend Wealth Management, LLC | 0.19% | Reduce -0.2% | 2,259 | $312K |
| Nwam LLC | 0.02% | Add +4.0% | 2,256 | $312K |
| Etesian Wealth Advisors, Inc. | 0.10% | No change | 2,255 | $312K |
| Algorithmic Investment Models, LLC | 0.38% | Reduce -39.3% | 2,248 | $311K |
| Nova Wealth Management, Inc. | 0.20% | Reduce -28.9% | 2,246 | $311K |
| Composition Wealth, LLC | 0.00% | Reduce -13.4% | 2,232 | $309K |
| JP Wealth Management, Inc. | 0.21% | No change | 2,230 | $308K |
| Capital Investment Advisors, LLC | 0.00% | Add +53.4% | 2,214 | $306K |
| Maripau Wealth Management LLC | 0.13% | New | 2,206 | $305K |
| Matisse Capital | 0.13% | Add +0.1% | 2,205 | $305K |
| Morton Capital Management LLC | 0.05% | Add +0.2% | 2,202 | $305K |
| Mindset Wealth Management, LLC | 0.08% | Add +0.6% | 2,200 | $304K |
| Register Financial Advisors LLC | 0.11% | Add +3.3% | 2,186 | $302K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | Reduce -3.8% | 2,174 | $301K |
| Urban Financial Advisory Corp | 0.11% | Add +17.0% | 2,168 | $300K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,165 | $299K |
| Fiduciary Alliance LLC | 0.02% | New | 2,013 | $299K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $298K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.2% | 2,144 | $297K |
| TruNorth Capital Management, LLC | 0.06% | No change | 2,143 | $296K |
| United Wealth Management, LLC | 0.07% | Reduce -12.5% | 2,142 | $296K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,140 | $296K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $295K |
| Equitable Trust Co. | 0.01% | New | 2,132 | $295K |
| Buckhead Capital Management LLC | 0.11% | Add +6.9% | 2,120 | $293K |
| Roger Wittlin Investment Advisory, LLC | 0.24% | Add +0.2% | 2,119 | $293K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -74.1% | 2,106 | $291K |
| PGIM Custom Harvest LLC | 0.00% | New | 2,102 | $291K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 2,101 | $291K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.1% | 2,096 | $290K |
| Ascent Group, LLC | 0.01% | No change | 2,075 | $287K |
| Powerhouse Assets LLC | 0.25% | Add +0.1% | 2,072 | $287K |
| Evolution Advisers, Inc. | 0.12% | Add +0.4% | 2,074 | $286K |
| Beacon Financial Advisory LLC | 0.06% | Add +0.1% | 2,067 | $286K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +106.2% | 2,056 | $284K |
| Bernardo Wealth Planning LLC | 0.06% | New | 2,053 | $284K |
| DecisionPoint Financial, LLC | 0.06% | Reduce -1.7% | 2,048 | $283K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,046 | $283K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -8.7% | 2,047 | $283K |
| Balboa Wealth Partners | 0.05% | Add +0.3% | 2,044 | $283K |
| Ballast Rock Private Wealth LLC | 0.16% | Add +0.3% | 2,035 | $281K |
| Sage Capital Advisors,llc | 0.07% | Add +0.1% | 2,025 | $280K |
| Garde Capital, Inc. | 0.02% | Reduce -1.2% | 2,024 | $280K |
| Advance Capital Management, Inc. | 0.01% | Reduce -24.5% | 2,022 | $280K |
| Frankly Finances, LLC | 0.25% | Add +15.5% | 2,016 | $279K |
| Certuity, LLC | 0.02% | New | 2,002 | $277K |
| Allegheny Financial Group | 0.04% | Add +3.4% | 2,001 | $277K |
| Citizens & Northern Corp. | 0.07% | No change | 2,000 | $277K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 2,000 | $277K |
| Becker Capital Management Inc. | 0.01% | New | 2,000 | $277K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | Add +8.1% | 1,997 | $276K |
| Signal Tree Financial Partners LLC | 0.21% | Add +4.5% | 1,996 | $276K |
| Argonautica Private Wealth Management, Inc. | 0.08% | Add +0.1% | 1,988 | $275K |
| Tranquility Partners, LLC | 0.10% | Add +9.5% | 1,987 | $275K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.5% | 1,985 | $275K |
| Maseco LLP | 0.01% | Add +3435.7% | 1,980 | $274K |
| RTD Financial Advisors, Inc. | 0.03% | Add +31.3% | 1,979 | $274K |
| Oliver Luxxe Assets LLC | 0.04% | Add +0.5% | 1,974 | $273K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 1,963 | $272K |
| Legacy Advisors, LLC | 0.03% | No change | 1,960 | $271K |
| Cornerstone Financial Management LLC | 0.25% | No change | 1,950 | $270K |
| Realta Investment Advisors | 0.09% | Reduce -35.5% | 1,944 | $269K |
| PTM Wealth Management, LLC | 0.14% | Add +0.2% | 1,919 | $269K |
| Klaas Financial Asset Advisors, LLC | 0.04% | No change | 1,941 | $268K |
| New Republic Capital, LLC | 0.09% | Add +137.4% | 1,937 | $268K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -2.2% | 1,925 | $266K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.1% | 1,909 | $264K |
| Parkwoods Wealth Partners, LLC | 0.06% | Reduce -5.3% | 1,901 | $263K |
| Hopwood Nicholas Hunter | 0.08% | New | 1,898 | $263K |
| Financial & Tax Architects, LLC | 0.06% | New | 1,897 | $262K |
| Financial Network Wealth Advisors LLC | 0.27% | Add +10.2% | 1,886 | $261K |
| Cabot-Wellington, LLC | 0.08% | No change | 1,859 | $257K |
| eCIO, Inc. | 0.11% | Add +2.8% | 1,850 | $256K |
| BTG Pactual Asset Management US LLC | 0.03% | Reduce -5.3% | 1,843 | $255K |
| Karpus Management, Inc. | 0.01% | Reduce -1.9% | 1,820 | $252K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -37.0% | 1,621 | $251K |
| Pacific Sage Partners, LLC | 0.04% | Add +0.7% | 1,817 | $251K |
| Capital Planning LLC | 0.08% | New | 1,814 | $251K |
| Brooklyn Investment Group | 0.01% | New | 1,811 | $250K |
| Cypress Capital, LLC | 0.07% | No change | 1,810 | $250K |
| Summit Global Investments | 0.01% | New | 1,798 | $249K |
| Sound Income Strategies, LLC | 0.01% | Add +12.7% | 1,780 | $249K |
| Clifford Group, LLC | 0.19% | No change | 1,793 | $248K |
| Elevate Wealth Advisory, Inc. | 0.16% | Add +20.0% | 1,785 | $247K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.1% | 1,782 | $247K |
| Brookwood Investment Group LLC | 0.03% | Reduce -77.0% | 1,778 | $246K |
| Directional Asset Management | 0.22% | Add +0.2% | 1,764 | $244K |
| Objective Capital Management, LLC | 0.24% | No change | 1,752 | $242K |
| Maltin Wealth Management, Inc. | 0.09% | New | 1,742 | $241K |
| Blalock Williams, LLC | 0.19% | New | 1,735 | $240K |
| Colonial River Investments, LLC | 0.09% | New | 1,732 | $240K |
| Independent Wealth Network Inc. | 0.07% | Add +6.1% | 1,727 | $239K |
| Marco Investment Management LLC | 0.02% | Add +0.3% | 1,723 | $238K |
| Vistica Wealth Advisors, LLC | 0.24% | No change | 1,721 | $238K |
| Hapanowicz & Associates Financial Services, Inc | 0.09% | Reduce -3.3% | 1,720 | $238K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -41.7% | 1,573 | $238K |
| First National Bank of Omaha | 0.01% | No change | 1,770 | $238K |
| Sunpointe, LLC | 0.08% | Reduce -0.2% | 1,713 | $237K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 1,710 | $237K |
| Axiom Financial Strategies, LLC | 0.08% | No change | 1,706 | $236K |
| Strid Group, LLC | 0.03% | Add +0.1% | 1,700 | $235K |
| Aspire Growth Partners LLC | 0.16% | No change | 1,700 | $235K |
| American Investment Services, Inc. | 0.05% | New | 1,697 | $235K |
| Ridgepath Capital Management LLC | 0.12% | Reduce -4.0% | 1,695 | $234K |
| Carr Financial Group Corp | 0.06% | Add +0.8% | 1,692 | $234K |
| Lynx Investment Advisory | 0.11% | Add +6.5% | 1,681 | $233K |
| BlackDiamond Wealth Management, LLC | 0.11% | Add +6.8% | 1,680 | $232K |
| Harrell Investment Partners, LLC | 0.06% | No change | 1,674 | $232K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +3.8% | 1,665 | $230K |
| Welch Group, LLC | 0.01% | Add +0.1% | 1,660 | $230K |
| Appalachian Capital Management Ltd | 0.18% | New | 1,657 | $229K |
| Blom & Howell Financial Planning, Inc. | 0.22% | Add +0.2% | 1,652 | $229K |
| Harding Loevner LP | 0.00% | Reduce -56.0% | 1,642 | $227K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -0.8% | 1,641 | $227K |
| Spinnaker Investment Group, LLC | 0.05% | Reduce -48.0% | 1,637 | $226K |
| Addison Advisors LLC | 0.05% | No change | 1,633 | $226K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -74.7% | 1,633 | $226K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 1,629 | $225K |
| Purkiss Capital Advisors LLC | 0.10% | No change | 1,628 | $225K |
| Point Nemo Capital, LLC | 0.15% | Add +0.5% | 1,618 | $224K |
| Founders Financial Securities LLC | 0.01% | Reduce -13.4% | 1,541 | $223K |
| Oath Planning, LLC | 0.20% | No change | 1,608 | $222K |
| Tacita Capital Inc | 0.13% | No change | 1,608 | $222K |
| Liberty Wealth Management LLC | 0.03% | Add +0.2% | 1,608 | $222K |
| Global Wealth Management Investment Advisory, Inc. | 0.03% | Reduce -7.6% | 1,597 | $221K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.1% | 1,634 | $219K |
| JDH Wealth Management, LLC | 0.15% | Reduce -2.6% | 1,578 | $218K |
| MayTech Global Investments, LLC | 0.03% | Reduce -37.5% | 1,572 | $218K |
| Encompass More Asset Management | 0.04% | Add +8.2% | 1,572 | $217K |
| FWG Holdings, LLC | 0.08% | New | 1,552 | $217K |
| Columbia Asset Management | 0.04% | New | 1,570 | $217K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,558 | $216K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.1% | 1,556 | $215K |
| Tandem Financial, LLC | 0.07% | Reduce -28.8% | 1,550 | $214K |
| FLC Capital Advisors | 0.04% | New | 1,534 | $212K |
| Klingman & Associates, LLC | 0.01% | No change | 1,523 | $211K |
| Lakeridge Wealth Management LLC | 0.09% | Add +0.1% | 1,521 | $210K |
| MPS Loria Financial Planners, LLC | 0.06% | Add +0.3% | 1,510 | $209K |
| Financial Harvest, LLC | 0.12% | No change | 1,510 | $209K |
| Golden Bell Financial Planning LLC | 0.17% | New | 1,509 | $209K |
| Bath Savings Trust Co | 0.02% | Reduce -1.3% | 1,500 | $207K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,490 | $206K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 1,489 | $206K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 1,481 | $205K |
| E&G Advisors, LLC | 0.05% | No change | 1,480 | $205K |
| Altiora Financial Group, LLC | 0.03% | New | 1,473 | $204K |
| LPWM LLC | 0.05% | Add +2.4% | 1,458 | $202K |
| Values Added Financial LLC | 0.08% | New | 1,455 | $201K |
| HBW Advisory Services LLC | 0.02% | Add +0.4% | 1,452 | $201K |
| QRG Capital Management, Inc. | 0.00% | New | 1,450 | $201K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.3% | 1,418 | $196K |
| Beacon Financial Strategies CORP | 0.11% | No change | 1,406 | $194K |
| 3Chopt Investment Partners, LLC | 0.04% | Add +64.7% | 1,398 | $193K |
| Crewe Advisors LLC | 0.02% | No change | 1,388 | $192K |
| Asset Dedication, LLC | 0.01% | Reduce -9.7% | 1,367 | $189K |
| Matrix Trust Co | 0.03% | Reduce -46.0% | 1,342 | $186K |
| Bogart Wealth, LLC | 0.01% | No change | 1,319 | $182K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -7.2% | 1,311 | $181K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.2% | 1,278 | $177K |
| Tidemark, LLC | 0.04% | No change | 1,275 | $176K |
| Rossmore Private Capital | 0.02% | No change | 1,245 | $172K |
| BigSur Wealth Management LLC | 0.05% | No change | 1,240 | $172K |
| Align Financial, LLC | 0.10% | Reduce -99.3% | 1,236 | $171K |
| Tompkins Financial Corp. | 0.01% | New | 1,219 | $169K |
| Prudent Man Investment Management, Inc. | 0.06% | No change | 1,172 | $165K |
| SouthState Bank Corp | 0.01% | Reduce -3.0% | 1,170 | $162K |
| Your Advocates Ltd., LLP | 0.05% | Add +18.0% | 1,143 | $158K |
| Osbon Capital Management LLC | 0.13% | No change | 1,133 | $157K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $156K |
| 2UniFi Bank | 0.08% | Add +3.4% | 1,121 | $155K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 1,088 | $150K |
| Godfrey Financial Associates, Inc. | 0.13% | Reduce -1.3% | 1,077 | $149K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,037 | $143K |
| Petix & Botte Co | 0.06% | Reduce -50.0% | 1,031 | $143K |
| GHP Investment Advisors, Inc. | 0.01% | Add +3.5% | 1,008 | $139K |
| Lazard Asset Management LLC | 0.00% | Reduce -95.2% | 1,349 | $139K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 986 | $136K |
| Smithfield Trust Co | 0.01% | No change | 994 | $133K |
| LRI Investments, LLC | 0.01% | Add +28.6% | 945 | $131K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +19.9% | 916 | $127K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -77.4% | 906 | $125K |
| Center for Financial Planning, Inc. | 0.01% | Add +15.3% | 891 | $123K |
| Truvestments Capital LLC | 0.02% | No change | 873 | $121K |
| Russell Investments Group, Ltd. | 0.00% | Add +56.4% | 862 | $119K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 820 | $113K |
| Entrust Financial LLC | 0.07% | Add +8.4% | 736 | $102K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -0.4% | 721 | $100K |
| Fairman Group, LLC | 0.08% | Add +0.1% | 717 | $99K |
| Principia Wealth Advisory, LLC | 0.06% | New | 716 | $99K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.0% | 694 | $97K |
| Robinswood Financial LLC | 0.03% | Add +12.6% | 687 | $95K |
| Glen Eagle Advisors, LLC | 0.01% | Add +39.6% | 641 | $89K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -9.8% | 641 | $89K |
| Abound Wealth Management | 0.02% | Add +20.2% | 602 | $83K |
| Westside Investment Management, Inc. | 0.01% | Reduce -4.8% | 600 | $83K |
| SJS Investment Consulting Inc. | 0.01% | No change | 600 | $83K |
| Qube Research & Technologies Ltd | 0.00% | Add +7.0% | 596 | $82K |
| Towne Trust Company, N.A | 0.03% | No change | 589 | $81K |
| Lanark Financial, Inc. | 0.01% | Add +14.6% | 574 | $79K |
| Daytona Street Capital LLC | 0.06% | New | 1,000 | $79K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.4% | 559 | $77K |
| Washington Trust Advisors, Inc. | 0.01% | Add +41.9% | 545 | $75K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -14.2% | 489 | $74K |
| Private Wealth Management Group, LLC | 0.02% | Add +7.9% | 535 | $74K |
| Atlantic Private Wealth, LLC | 0.05% | Add +5.4% | 2,371 | $71K |
| Howe & Rusling Inc. | 0.00% | Add +1.0% | 511 | $71K |
| Rossby Financial, LCC | 0.01% | Reduce -12.3% | 480 | $67K |
| Oakworth Capital, Inc. | 0.00% | No change | 481 | $67K |
| 10Elms LLP | 0.05% | Add +68.2% | 476 | $66K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -3.8% | 431 | $60K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $59K |
| Phillips Financial Management, LLC | 0.00% | No change | 422 | $58K |
| Eastern Bank | 0.00% | No change | 420 | $58K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +134.3% | 417 | $58K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +67.5% | 412 | $57K |
| Quent Capital, LLC | 0.00% | Add +0.3% | 406 | $56K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -33.0% | 396 | $55K |
| North Star Investment Management Corp. | 0.00% | Add +26.1% | 386 | $53K |
| Sfam, LLC | 0.05% | No change | 377 | $52K |
| JDM Financial Group LLC | 0.02% | No change | 377 | $52K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 377 | $52K |
| Wolff Wiese Magana LLC | 0.03% | No change | 370 | $51K |
| Glassman Wealth Services | 0.01% | No change | 365 | $50K |
| Country Trust Bank | 0.00% | No change | 359 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +145.4% | 351 | $49K |
| Private Wealth Asset Management, LLC | 0.01% | New | 336 | $46K |
| Biltmore Family Office, LLC | 0.01% | No change | 323 | $45K |
| Avion Wealth | 0.01% | No change | 313 | $43K |
| Archer Investment Corp | 0.01% | Add +12.5% | 306 | $42K |
| Bank of New Hampshire | 0.01% | No change | 300 | $41K |
| Godsey & Gibb, Inc. | 0.00% | No change | 292 | $40K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.0% | 295 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 284 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -1.9% | 265 | $37K |
| MCF Advisors LLC | 0.00% | Add +133.3% | 259 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 256 | $35K |
| City Holding Co. | 0.00% | Add +238.7% | 254 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.4% | 244 | $34K |
| Millstone Evans Group, LLC | 0.02% | Add +11.9% | 244 | $34K |
| Evolution Wealth Management Inc. | 0.02% | Reduce -30.7% | 242 | $33K |
| Proathlete Wealth Management LLC | 0.01% | Add +3.4% | 241 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -57.0% | 231 | $32K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 223 | $31K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +1.0% | 210 | $29K |
| Signature Equity Partners, LLC | 0.02% | No change | 209 | $29K |
| Nemes Rush Group LLC | 0.00% | Add +0.5% | 208 | $29K |
| Strategic Advisory Partners, LLC | 0.02% | New | 205 | $28K |
| Morling Financial Advisors, LLC | 0.01% | Add +2.0% | 201 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -20.0% | 200 | $28K |
| Meramec Financial Planners, LLC | 0.01% | Add +106.8% | 182 | $27K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +32.4% | 196 | $27K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 189 | $26K |
| Pacific Center for Financial Services | 0.01% | Add +1.1% | 188 | $26K |
| Larson Financial Group LLC | 0.00% | Add +4.7% | 178 | $25K |
| St Germain D J Co. Inc. | 0.00% | New | 175 | $24K |
| NFSG Corp | 0.00% | Add +0.6% | 175 | $24K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.2% | 168 | $23K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 166 | $23K |
| Park Place Capital Corp | 0.00% | No change | 160 | $22K |
| TopTier Wealth Management, LLC | 0.01% | New | 159 | $22K |
| Bayban | 0.02% | No change | 155 | $21K |
| Independence Bank of Kentucky | 0.00% | No change | 155 | $21K |
| Hurley Capital, LLC | 0.01% | Add +50.0% | 153 | $21K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 152 | $21K |
| Salem Investment Counselors Inc. | 0.00% | New | 150 | $21K |
| Aviso Financial Inc. | 0.00% | No change | 150 | $21K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 135 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +40.6% | 135 | $19K |
| Wiser Advisor Group LLC | 0.02% | Reduce -8.2% | 135 | $19K |
| Financial Freedom, LLC | 0.01% | No change | 121 | $17K |
| Curio Wealth, LLC | 0.01% | Add +7.3% | 118 | $16K |
| WestEnd Advisors, LLC | 0.00% | Reduce -39.8% | 118 | $16K |
| Whittier Trust Co. | 0.00% | Reduce -94.7% | 113 | $16K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.9% | 114 | $16K |
| HighMark Wealth Management LLC | 0.01% | Add +7.6% | 113 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $15K |
| Red Tortoise LLC | 0.01% | No change | 110 | $15K |
| Rexford Capital Inc. | 0.01% | No change | 108 | $15K |
| Darwin Wealth Management, LLC | 0.00% | Add +0.9% | 107 | $15K |
| Costello Asset Management, INC | 0.01% | New | 106 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +53.6% | 106 | $15K |
| Gladwyn Financial Advisors, Inc. | 0.01% | No change | 105 | $15K |
| Winch Advisory Services, LLC | 0.00% | New | 102 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $14K |
| Hollencrest Capital Management | 0.00% | New | 100 | $14K |
| PayPay Securities Corp | 0.47% | Reduce -18.8% | 91 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 95 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | New | 92 | $13K |
| Friedenthal Financial | 0.01% | Add +8.5% | 89 | $12K |
| ROSS\JOHNSON & Associates LLC | 0.20% | Add +15.5% | 82 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 74 | $10K |
| Global Wealth Strategies & Associates | 0.00% | New | 69 | $10K |
| 4Thought Financial Group Inc. | 0.00% | Add +6.9% | 62 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 57 | $8K |
| Miller Capital Partners, Inc. | 0.00% | No change | 55 | $8K |
| Davis Capital Management | 0.00% | No change | 52 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -18.5% | 44 | $6K |
| Pillar Financial Advisors, LLC | 0.00% | Add +7.3% | 44 | $6K |
| HM Payson & Co. | 0.00% | New | 37 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 36 | $5K |
| Crews Bank & Trust | 0.00% | New | 35 | $5K |
| Legacies Wealth LLC | 0.00% | New | 34 | $5K |
| Security National Bank | 0.00% | New | 34 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 34 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 33 | $5K |
| Coastline Trust Co | 0.00% | No change | 30 | $4K |
| Westfuller Advisors, LLC | 0.00% | No change | 30 | $4K |
| Bfsg, LLC | 0.00% | No change | 28 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 24 | $3K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -54.9% | 23 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 19 | $3K |
| Gold Investment Management Ltd. | 0.00% | No change | 20 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 20 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -13.6% | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -21.7% | 18 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 17 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 15 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -94.9% | 11 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $2K |
| Aspect Partners, LLC | 0.00% | New | 13 | $2K |
| First Horizon Corp. | 0.00% | No change | 13 | $2K |
| Wealth Science Advisors LLC | 0.00% | New | 10 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 9 | $1K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 8 | $1K |
| Nvwm, LLC | 0.00% | Add +40.0% | 7 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -53.3% | 7 | $969 |
| Front Row Advisors LLC | 0.00% | No change | 7 | $968 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 6 | $830 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 5 | $692 |
| Albion Financial Group | 0.00% | No change | 3 | $430 |
| Main Street Group, LTD | 0.00% | New | 1 | $138 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $137 |
"% of holder's portfolio" is VT's weight in each manager's 13F, not the share of Vanguard Tot World STK ETF the manager owns.