Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q1 2025 (March 31)1,186holders +1
82new positions
65sold out
5famous investors
$256.71avg. 13F price*
At the end of Q1 2025, 1,186 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 1 from Q4 2024. 82 opened new positions and 65 sold out. The largest holders were Jones Financial Companies LLLP ($4.1B), Creative Planning ($3.3B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.7B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrgstr LRG-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $138.7M |
| Exits | 65 | $129.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,807,753 shares bought and 2,171,748 shares sold, net +636,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,186 holders
| Jones Financial Companies LLLP | 3.69% | Add +1.3% | 16,130,782 | $4.1B |
| Creative Planning | 3.06% | Reduce -0.4% | 12,677,960 | $3.3B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 15.11% | No change | 6,543,317 | $1.7B |
| Vanguard Group Inc. | 0.02% | Add +1.0% | 3,480,125 | $894.5M |
| Bank of America Corp. | 0.07% | Reduce -2.0% | 3,016,378 | $775.3M |
| Morgan Stanley | 0.05% | Reduce -0.8% | 2,725,870 | $700.6M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Add +2.0% | 2,663,528 | $684.6M |
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -19.9% | 2,339,873 | $601.4M |
| UBS Group AG | 0.13% | Add +0.5% | 2,224,791 | $571.8M |
| PNC Financial Services Group, Inc. | 0.28% | Reduce -0.3% | 2,109,664 | $542.2M |
| FMR LLC | 0.03% | Reduce -1.2% | 1,587,591 | $408.1M |
| Wells Fargo & Company | 0.09% | Add +4.9% | 1,475,451 | $379.2M |
| Johnson Financial Group, LLC | 38.99% | Reduce -0.9% | 1,437,632 | $369.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +3.9% | 1,351,483 | $347.4M |
| Balentine LLC | 12.58% | Reduce -3.1% | 1,168,454 | $300.3M |
| Moneta Group Investment Advisors LLC | 3.89% | Add +5.8% | 1,098,406 | $282.3M |
| Tiaa Trust, National Association | 0.86% | Add +4.4% | 1,075,495 | $276.4M |
| Capital Asset Advisory Services LLC | 13.82% | Reduce -3.7% | 1,044,347 | $271.2M |
| Axxcess Wealth Management, LLC | 7.33% | Reduce -3.3% | 1,044,139 | $268.4M |
| Wealthspire Advisors, LLC | 1.34% | Add +93.7% | 869,418 | $223.5M |
| Wealthfront Advisers LLC | 0.56% | Add +4.2% | 818,812 | $210.5M |
| Pathstone Holdings, LLC | 0.91% | Reduce -5.4% | 811,935 | $208.8M |
| LPL Financial LLC | 0.08% | Add +2.6% | 799,861 | $205.6M |
| Royal Bank of Canada | 0.04% | Add +2.1% | 781,815 | $201.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.8% | 777,188 | $200.1M |
| JFG Wealth Management, LLC | 42.17% | Add +7.1% | 721,790 | $185.5M |
| Wealthquest Corp | 15.33% | Reduce -0.6% | 714,462 | $183.6M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.8% | 698,715 | $179.6M |
| Voya Financial Advisors, Inc. | 16.41% | Add +2.1% | 582,264 | $148.8M |
| Cresset Asset Management, LLC | 0.73% | Reduce -0.6% | 566,132 | $145.5M |
| James J. Burns & Company, LLC | 24.38% | Reduce -1.8% | 529,541 | $136.1M |
| Bleakley Financial Group, LLC | 4.32% | Add +1.1% | 523,355 | $134.5M |
| Coldstream Capital Management Inc. | 2.62% | Reduce -1.4% | 479,072 | $123.1M |
| Mariner, LLC | 0.20% | Add +2.0% | 475,805 | $122.2M |
| Millburn Ridgefield LLC | 2.83% | Add +5.5% | 455,103 | $117.0M |
| Catalyst Capital Advisors LLC | 2.40% | Add +5.5% | 455,103 | $117.0M |
| Garde Capital, Inc. | 6.35% | Reduce -0.1% | 431,374 | $110.9M |
| Mason & Associates, LLC | 31.50% | Reduce -2.4% | 425,371 | $109.3M |
| GeoWealth Management, LLC | 4.36% | Reduce -2.5% | 422,358 | $108.6M |
| Focus Partners Wealth | 0.26% | Add +0.1% | 405,225 | $104.2M |
| Signaturefd, LLC | 1.95% | Reduce -5.5% | 399,671 | $102.7M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -1.5% | 396,056 | $101.8M |
| Ballentine Partners, LLC | 1.74% | Reduce -0.3% | 390,305 | $100.3M |
| Baltimore-Washington Financial Advisors, Inc. | 5.34% | Add +1.0% | 385,735 | $99.1M |
| Heartwood Wealth Advisors LLC | 10.23% | Reduce -10.2% | 348,556 | $89.6M |
| Cetera Investment Advisers | 0.17% | Reduce -2.3% | 339,357 | $87.2M |
| Pittenger & Anderson Inc. | 3.11% | Add +0.6% | 329,993 | $84.8M |
| Equitable Holdings, Inc. | 0.78% | Add +0.7% | 320,505 | $82.4M |
| Truepoint, Inc. | 2.17% | Add +25.7% | 311,692 | $80.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.3% | 308,603 | $79.3M |
| Fifth Third Bancorp | 0.29% | Reduce -2.0% | 300,367 | $77.2M |
| MML Investors Services, LLC | 0.25% | Add +0.2% | 295,287 | $75.9M |
| MilWealth Group LLC | 20.87% | Reduce -0.1% | 294,710 | $75.7M |
| JPMorgan Chase & Co. | 0.01% | Add +14.1% | 274,033 | $70.4M |
| Agf Management Ltd. | 0.37% | Reduce -1.9% | 269,491 | $69.3M |
| Transamerica Financial Advisors, LLC | 6.92% | Add +5.7% | 263,760 | $67.8M |
| Captrust Financial Advisors | 0.16% | Add +10.1% | 246,166 | $63.3M |
| Juncture Wealth Strategies, LLC | 23.52% | Reduce -8.1% | 235,555 | $60.5M |
| Trust Point Inc. | 5.48% | Reduce -10.8% | 233,757 | $60.1M |
| Baker Avenue Asset Management, LP | 1.79% | Add +7.2% | 222,542 | $57.2M |
| Parallel Advisors, LLC | 1.29% | Reduce -1.0% | 222,435 | $57.2M |
| Osaic Holdings, Inc. | 0.12% | Reduce -36.5% | 216,067 | $55.5M |
| IMA Advisory Services, Inc. | 6.33% | Add +24.4% | 208,290 | $53.3M |
| Addis & Hill, Inc | 37.06% | Add +6.7% | 206,571 | $53.1M |
| Jaffetilchin Investment Partners, LLC | 3.77% | Add +0.9% | 201,992 | $51.9M |
| Sunflower Bank, N.A. | 13.66% | Add +1.3% | 189,551 | $48.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -11.9% | 188,549 | $48.5M |
| VSM Wealth Advisory, LLC | 15.42% | Reduce -1.2% | 166,952 | $42.9M |
| Ieq Capital, LLC | 0.34% | Reduce -2.0% | 164,881 | $42.4M |
| Badgley Phelps Wealth Managers, LLC | 1.02% | Add +1.0% | 164,142 | $42.2M |
| QRG Capital Management, Inc. | 0.42% | Add +6.8% | 156,223 | $40.2M |
| Plante Moran Financial Advisors, LLC | 3.41% | Reduce -4.0% | 154,372 | $39.7M |
| JMG Financial Group, Ltd. | 1.33% | Reduce -5.4% | 153,876 | $39.6M |
| Kathmere Capital Management, LLC | 3.35% | Add +1.4% | 153,507 | $39.5M |
| Haverford Trust Co | 0.39% | Add +4.4% | 151,865 | $39.0M |
| Acropolis Investment Management, LLC | 2.27% | Reduce -1.6% | 149,006 | $38.3M |
| Obsidian Cio, LLC | 6.22% | Add +15.4% | 148,811 | $38.2M |
| McIlrath & Eck, LLC | 4.56% | Add +4.8% | 144,319 | $37.1M |
| Hurlow Wealth Management Group, Inc. | 11.52% | Add +3.2% | 143,407 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -5.4% | 135,413 | $34.8M |
| Comerica Bank | 0.14% | Reduce -0.1% | 133,073 | $34.2M |
| Woodard & Co. Asset Management Group Inc. | 7.04% | Add +13.5% | 131,054 | $33.7M |
| Pure Financial Advisors, LLC | 0.68% | Add +0.7% | 126,637 | $32.5M |
| Corient Private Wealth LP | 0.05% | Reduce -7.3% | 124,646 | $32.0M |
| Cerity Partners LLC | 0.06% | Reduce -4.9% | 119,027 | $30.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +18.4% | 117,351 | $30.2M |
| SCS Capital Management LLC | 0.37% | New | 114,278 | $29.4M |
| Sage Financial Group Inc. | 2.33% | Add +0.4% | 112,015 | $28.8M |
| Koesten, Hirschmann & Crabtree, INC. | 16.51% | Add +3.8% | 111,964 | $28.8M |
| Riversedge Advisors, LLC | 6.40% | Add +8537.4% | 111,681 | $28.7M |
| Latigo Investments, LLC | 14.93% | No change | 108,982 | $28.0M |
| Leavell Investment Management, Inc. | 1.36% | Reduce -0.3% | 106,987 | $27.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -12.4% | 103,586 | $26.6M |
| Oak Hill Wealth Advisors, LLC | 5.87% | Reduce -2.3% | 98,521 | $25.3M |
| Wade Financial Advisory, Inc | 8.60% | Reduce -1.0% | 97,688 | $25.1M |
| Modern Wealth Management, LLC | 0.75% | New | 91,650 | $23.6M |
| Franklin Resources Inc. | 0.01% | Reduce -0.0% | 89,464 | $23.0M |
| TD Capital Management LLC | 2.33% | Reduce -0.2% | 89,430 | $23.0M |
| Moller Wealth Partners | 5.44% | Reduce -3.1% | 85,521 | $22.0M |
| Bristlecone Advisors, LLC | 1.79% | Reduce -12.4% | 85,336 | $21.9M |
| James Reed Financial Services, Inc. | 24.21% | Reduce -1.1% | 84,504 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +19.1% | 83,549 | $21.5M |
| Strategic Equity Management | 8.99% | Add +14.8% | 83,247 | $21.4M |
| NewEdge Wealth, LLC | 0.38% | Add +39.6% | 81,725 | $21.0M |
| &partners | 0.22% | Reduce -6.2% | 81,317 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -6.0% | 80,188 | $20.6M |
| BlueSky Wealth Advisors, LLC | 3.17% | Reduce -4.9% | 79,455 | $20.4M |
| Atria Investments, Inc | 0.26% | Reduce -3.8% | 79,160 | $20.3M |
| AQR Capital Management | 0.02% | Add +13.0% | 78,597 | $20.2M |
| Roble, Belko & Company, Inc | 3.21% | Add +5.4% | 78,338 | $20.1M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -4.8% | 78,258 | $20.1M |
| Betterment LLC | 0.05% | Add +137.1% | 78,016 | $20.1M |
| Sculati Wealth Management, LLC | 7.97% | Add +0.6% | 76,623 | $19.7M |
| Adams Wealth Management | 3.81% | Add +29.5% | 75,439 | $19.4M |
| CacheTech Inc. | 3.78% | Add +30.9% | 76,277 | $19.4M |
| Choreo, LLC | 0.30% | Add +2.5% | 74,633 | $19.2M |
| Pinnacle Associates Ltd. | 0.27% | Reduce -1.7% | 72,506 | $18.6M |
| Verus Financial Partners, Inc. | 2.03% | Reduce -4.2% | 72,134 | $17.8M |
| Kennicott Capital Management LLC | 11.51% | Reduce -18.0% | 68,618 | $17.6M |
| Arcadia Investment Advisors LLC | 9.78% | Reduce -1.2% | 68,039 | $17.5M |
| Integrated Wealth Concepts LLC | 0.20% | Add +112.9% | 67,243 | $17.3M |
| Wealth Architects, LLC | 1.90% | Reduce -1.2% | 67,141 | $17.3M |
| Whittier Trust Co. of Nevada Inc. | 0.42% | Reduce -1.2% | 64,764 | $16.6M |
| Texas Capital Bank Wealth Management Services Inc | 1.68% | Reduce -1.8% | 64,532 | $16.6M |
| Trustmark Bank Trust Department | 1.23% | Add +6.8% | 64,422 | $16.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.1% | 62,400 | $16.0M |
| CX Institutional | 0.60% | Add +5.0% | 62,122 | $16.0M |
| Mb, Levis & Associates, LLC | 7.41% | Add +2.6% | 62,084 | $16.0M |
| AlphaCore Capital LLC | 1.33% | New | 60,892 | $15.7M |
| Naples Global Advisors, LLC | 1.48% | Reduce -2.5% | 60,781 | $15.6M |
| Atmos Advisory, LLC | 10.43% | Reduce -0.6% | 60,483 | $15.5M |
| First Hawaiian Bank | 2.24% | Reduce -3.5% | 59,735 | $15.4M |
| Tarbox Family Office, Inc. | 2.54% | Add +20.1% | 59,373 | $15.3M |
| Miller Investment Management, LP | 1.68% | Add +0.1% | 59,176 | $15.2M |
| Advocate Group LLC | 2.75% | Add +1.3% | 58,765 | $15.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +1.8% | 57,908 | $14.9M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -0.7% | 57,875 | $14.9M |
| Wheelhouse Advisory Group LLC | 8.45% | Add +6.1% | 57,543 | $14.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.2% | 57,311 | $14.7M |
| Farrell Financial LLC | 10.69% | Reduce -4.3% | 57,146 | $14.7M |
| Natixis Advisors, LLC | 0.03% | Add +38.9% | 56,458 | $14.5M |
| Moneywise, Inc. | 7.49% | Add +8.2% | 55,064 | $14.2M |
| St. Louis Trust Co | 2.02% | Add +31.7% | 54,253 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +138.2% | 54,251 | $13.9M |
| Chatham Capital Group, Inc. | 2.32% | Add +1.3% | 54,177 | $13.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.35% | Reduce -1.4% | 53,446 | $13.7M |
| Total Investment Management Inc. | 1.79% | Add +4.2% | 53,230 | $13.7M |
| Beacon Capital Management, LLC | 1.84% | Reduce -25.6% | 52,976 | $13.6M |
| Integris Wealth Management, LLC | 3.88% | Reduce -5.7% | 52,891 | $13.6M |
| Investors Research Corp | 2.91% | Add +7.4% | 52,251 | $13.4M |
| Biltmore Family Office, LLC | 2.28% | Reduce -0.8% | 52,087 | $13.4M |
| Northern Capital Management, Inc. | 8.69% | Add +0.4% | 51,859 | $13.3M |
| Riverpoint Wealth Management Holdings, LLC | 3.40% | Add +9.9% | 51,243 | $13.2M |
| Horizons Wealth Management | 9.87% | Reduce -0.1% | 50,837 | $13.1M |
| Alesco Advisors, LLC, An ESL Co | 0.41% | Reduce -0.6% | 50,244 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Add +0.6% | 49,968 | $12.8M |
| Capital Advisors, Ltd. LLC | 1.66% | Reduce -0.9% | 48,947 | $12.6M |
| Madison Asset Management, LLC | 0.14% | Reduce -1.4% | 48,639 | $12.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 48,111 | $12.4M |
| N.E.W. Advisory Services LLC | 0.95% | Add +106.6% | 48,102 | $12.4M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +1.4% | 47,983 | $12.3M |
| Destination Wealth Management | 0.39% | Add +0.6% | 47,945 | $12.3M |
| D.A. Davidson & Co. | 0.10% | Reduce -1.8% | 47,445 | $12.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 47,241 | $12.1M |
| Leeward Financial Partners, LLC | 4.50% | Add +2.2% | 46,860 | $12.0M |
| Headinvest, LLC | 2.30% | Reduce -0.9% | 45,933 | $11.8M |
| Amtrust Financial Services, Inc. | 5.80% | No change | 45,800 | $11.8M |
| Wooster Corthell Wealth Management, Inc. | 2.37% | New | 44,990 | $11.6M |
| Fusion Family Wealth, LLC | 1.06% | Add +4.3% | 44,898 | $11.5M |
| SC&H Financial Advisors, Inc. | 2.27% | Add +0.1% | 44,897 | $11.5M |
| Keybank National Association | 0.05% | Reduce -0.1% | 44,640 | $11.5M |
| Prime Buchholz LLC | 4.00% | Reduce -3.1% | 44,497 | $11.4M |
| MAI Capital Management | 0.09% | Reduce -1.7% | 44,358 | $11.4M |
| Blackston Financial Advisory Group, LLC | 7.61% | Reduce -5.9% | 43,623 | $11.2M |
| NewEdge Advisors, LLC | 0.07% | Reduce -2.2% | 43,324 | $11.1M |
| Stonegate Investment Group, LLC | 0.30% | Add +6.1% | 42,904 | $11.0M |
| Founders Grove Wealth Partners, LLC | 2.98% | Add +9.4% | 41,633 | $10.7M |
| Wedmont Private Capital | 0.55% | Add +142.3% | 43,427 | $10.7M |
| Intergy Private Wealth, LLC | 4.04% | Add +6.8% | 41,344 | $10.6M |
| Gibraltar Capital Management, Inc. | 2.26% | New | 40,630 | $10.4M |
| Brighton Jones LLC | 0.33% | Add +0.3% | 40,158 | $10.3M |
| Brown Advisory Inc. | 0.01% | Reduce -0.9% | 39,351 | $10.1M |
| Plancorp, LLC | 0.40% | Add +533.9% | 39,327 | $10.1M |
| Ledyard National Bank | 1.00% | Reduce -4.0% | 39,264 | $10.1M |
| Cornerstone Advisors Asset Management, LLC | 2.06% | Reduce -5.8% | 39,142 | $10.1M |
| US Bancorp \de | 0.01% | Add +7.6% | 39,065 | $10.0M |
| Venture Visionary Partners LLC | 0.42% | Reduce -0.1% | 39,016 | $10.0M |
| Cranbrook Wealth Management, LLC | 2.33% | Add +0.2% | 38,959 | $10.0M |
| HB Wealth Management, LLC | 0.08% | Add +24.2% | 38,603 | $9.9M |
| Gibson Capital, LLC | 2.07% | Add +0.3% | 38,317 | $9.8M |
| Patriot Investment Management Group, Inc. | 0.73% | Reduce -5.3% | 38,012 | $9.8M |
| OneAscent Financial Services LLC | 0.64% | Add +98.2% | 37,866 | $9.8M |
| Idaho Trust Co | 3.96% | Add +1.2% | 37,754 | $9.7M |
| SageView Advisory Group, LLC | 0.41% | Reduce -38.8% | 37,351 | $9.6M |
| Continuum Advisory, LLC | 1.23% | Reduce -1.2% | 37,045 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.0% | 36,925 | $9.5M |
| BIP Wealth, LLC | 0.61% | Reduce -0.8% | 36,413 | $9.4M |
| Capital Planning LLC | 2.53% | Add +0.6% | 35,185 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +18.6% | 35,027 | $9.0M |
| Proffitt & Goodson Inc. | 1.45% | Reduce -2.3% | 34,323 | $8.8M |
| Smithfield Trust Co | 0.44% | Add +43.5% | 34,182 | $8.8M |
| Northeast Investment Management | 0.41% | No change | 34,100 | $8.8M |
| Transcend Capital Advisors, LLC | 0.63% | Add +1.3% | 33,912 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -15.9% | 33,700 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.3% | 33,683 | $8.7M |
| Whittier Trust Co. | 0.12% | Add +0.4% | 33,583 | $8.6M |
| JNBA Financial Advisors | 0.86% | Add +5.5% | 32,446 | $8.3M |
| CENTRAL TRUST Co | 0.20% | Add +7.1% | 32,418 | $8.3M |
| Allworth Financial LP | 0.05% | Add +1.5% | 32,891 | $8.3M |
| Citizens Financial Group Inc. | 0.16% | Reduce -0.2% | 31,678 | $8.1M |
| HBK Sorce Advisory LLC | 0.23% | Add +0.9% | 31,046 | $8.0M |
| Tortoise Investment Management, LLC | 0.82% | Add +17.9% | 30,469 | $7.8M |
| 1900 Wealth Management LLC | 0.64% | Reduce -2.7% | 30,016 | $7.7M |
| Novak & Powell Financial Services, Inc. | 4.78% | Add +1.5% | 29,902 | $7.7M |
| Simmons Bank | 0.57% | Reduce -1.1% | 29,586 | $7.6M |
| Mayport, LLC | 2.06% | Reduce -0.6% | 29,090 | $7.5M |
| Orin Green Financial, LLC | 3.51% | New | 31,471 | $7.4M |
| Cary Street Partners Financial LLC | 0.23% | Add +1.4% | 51,855 | $7.3M |
| Nwam LLC | 0.63% | Reduce -19.5% | 28,464 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -1.6% | 28,271 | $7.3M |
| Gainplan LLC | 4.72% | Reduce -10.7% | 28,218 | $7.3M |
| Quantinno Capital Management LP | 0.05% | Add +243.6% | 28,191 | $7.2M |
| TFC Financial Management, Inc. | 1.11% | Add +704.4% | 28,162 | $7.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.91% | Add +0.6% | 29,117 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -5.0% | 27,251 | $7.0M |
| Merit Financial Group, LLC | 0.10% | Reduce -2.9% | 27,096 | $7.0M |
| Glenview Trust Co | 0.13% | Add +1.1% | 26,350 | $6.8M |
| Armbruster Capital Management, Inc. | 1.35% | Add +1.1% | 26,327 | $6.8M |
| Fairway Wealth LLC | 2.48% | Add +86.6% | 26,135 | $6.7M |
| Apexium Financial, LP | 0.40% | Reduce -0.1% | 26,129 | $6.7M |
| Texas Yale Capital Corp. | 0.27% | Add +0.0% | 25,748 | $6.6M |
| World Investment Advisors | 0.17% | Add +2.4% | 25,178 | $6.5M |
| Mather Group, Llc. | 0.07% | Add +9.2% | 25,127 | $6.5M |
| Advisor Resource Council | 0.51% | New | 24,652 | $6.3M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +5.7% | 24,377 | $6.3M |
| Sage Financial Management Group, Inc. | 2.25% | Reduce -1.4% | 24,159 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.6% | 23,869 | $6.1M |
| Bank of Montreal | 0.00% | Add +1.5% | 23,732 | $6.1M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +2.7% | 23,623 | $6.1M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -0.2% | 23,510 | $6.1M |
| Commerce Bank | 0.04% | Reduce -1.4% | 23,390 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Reduce -0.1% | 23,119 | $5.9M |
| Sawgrass Asset Management LLC | 0.72% | No change | 23,000 | $5.9M |
| Avior Wealth Management, LLC | 0.22% | Add +0.4% | 22,948 | $5.9M |
| Ironwood Financial, llc | 1.24% | Reduce -2.0% | 22,522 | $5.8M |
| Lodestar Private Asset Management LLC | 0.73% | Reduce -1.3% | 22,500 | $5.8M |
| Modera Wealth Management, LLC | 0.08% | Reduce -3.2% | 22,486 | $5.8M |
| City Holding Co. | 0.81% | Add +13.7% | 22,308 | $5.7M |
| Marietta Wealth Management, LLC | 0.84% | Add +6.5% | 22,171 | $5.7M |
| Kendall Capital Management | 1.67% | No change | 22,102 | $5.7M |
| Red Wave Investments LLC | 2.03% | Reduce -4.6% | 22,006 | $5.7M |
| Adero Partners, LLC | 0.37% | No change | 21,909 | $5.6M |
| Cascade Financial Partners, LLC | 0.71% | Reduce -8.8% | 21,852 | $5.6M |
| Compound Planning, Inc. | 0.25% | Reduce -10.9% | 21,570 | $5.5M |
| Lion Street Advisors, LLC | 1.76% | Reduce -12.2% | 21,541 | $5.5M |
| Dorsey & Whitney Trust CO LLC | 0.32% | No change | 21,363 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Add +10.1% | 21,262 | $5.5M |
| Clarius Group, LLC | 0.33% | Reduce -17.6% | 20,248 | $5.2M |
| Ifrah Financial Services, Inc. | 1.47% | Reduce -4.0% | 19,938 | $5.1M |
| Soundwatch Capital LLC | 2.32% | Reduce -22.5% | 19,860 | $5.1M |
| Black Diamond Financial, LLC | 0.76% | Add +0.5% | 19,815 | $5.1M |
| Patron Partners, LLC | 2.73% | Add +6.6% | 19,611 | $5.0M |
| Lido Advisors, LLC | 0.03% | Add +20.6% | 19,553 | $5.0M |
| Gradient Capital Advisors, LLC | 1.63% | Reduce -0.3% | 19,413 | $5.0M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -0.9% | 19,395 | $5.0M |
| American Investment Services, Inc. | 0.87% | Reduce -1.3% | 19,244 | $4.9M |
| PDS Planning, Inc | 0.41% | Add +51.2% | 18,972 | $4.9M |
| Bawa N Mallick Trust | 2.25% | No change | 18,500 | $4.8M |
| Intrust Bank NA | 0.46% | Reduce -7.0% | 18,278 | $4.7M |
| Citigroup Inc. | 0.00% | Add +9.9% | 18,161 | $4.7M |
| One Capital Management, LLC | 0.16% | Add +0.0% | 17,946 | $4.6M |
| Magnolia Capital Advisors LLC | 1.24% | Reduce -1.9% | 17,768 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +220.0% | 17,699 | $4.5M |
| Riverview Trust Co | 4.50% | No change | 17,649 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.12% | New | 17,616 | $4.5M |
| Councilor Wealth, LLC | 2.25% | Add +7.3% | 17,569 | $4.5M |
| Glenmede Trust Co. NA | 0.02% | Add +1.0% | 17,184 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +179.8% | 17,083 | $4.4M |
| Infinity Wealth Counsel, LLC | 4.70% | Reduce -1.8% | 16,929 | $4.4M |
| Topel & Distasi Wealth Management, LLC | 2.03% | Reduce -6.0% | 16,895 | $4.3M |
| Phillips Financial Management, LLC | 0.33% | Reduce -1.4% | 16,850 | $4.3M |
| FC Advisory LLC | 1.44% | Reduce -2.8% | 16,598 | $4.3M |
| Objective Capital Management, LLC | 5.42% | Reduce -2.2% | 16,524 | $4.2M |
| IFG Advisory, LLC | 0.24% | Reduce -2.5% | 16,523 | $4.2M |
| Tumwater Wealth Management, LLC | 2.21% | Reduce -0.4% | 16,510 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -7.1% | 16,347 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.22% | Add +5.6% | 16,334 | $4.2M |
| BOK Financial Private Wealth, Inc. | 0.32% | No change | 16,328 | $4.2M |
| Sax Wealth Advisors, LLC | 0.30% | Add +400.2% | 16,196 | $4.2M |
| Warwick Investment Management, Inc. | 0.86% | Add +13.5% | 16,165 | $4.2M |
| Pitcairn Co. | 0.25% | No change | 16,112 | $4.1M |
| WASHINGTON TRUST Co | 0.16% | Reduce -0.2% | 16,080 | $4.1M |
| Transcendent Capital Group LLC | 2.32% | Add +2.1% | 16,054 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +26.3% | 15,935 | $4.1M |
| Ritholtz Wealth Management | 0.12% | Reduce -10.9% | 15,803 | $4.1M |
| BLB&B Advisors, LLC | 0.21% | Reduce -2.1% | 15,776 | $4.1M |
| Watershed Private Wealth LLC | 1.59% | Reduce -0.0% | 15,501 | $4.0M |
| Hartmann Taylor Wealth Management, LLC | 3.41% | — | 14,795 | $3.8M |
| Fiducient Advisors LLC | 0.47% | Reduce -9.2% | 14,638 | $3.8M |
| Evercore Wealth Management, LLC | 0.06% | No change | 14,607 | $3.8M |
| Caitlin John, LLC | 3.66% | Reduce -27.6% | 14,517 | $3.7M |
| Medallion Wealth Advisors, LLC | 1.68% | Add +8.3% | 14,368 | $3.7M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +2.0% | 14,370 | $3.7M |
| Caprock Group, LLC | 0.11% | Add +0.1% | 14,304 | $3.7M |
| Financial Connections Group, Inc. | 1.63% | No change | 14,166 | $3.6M |
| SWP Financial LLC | 2.19% | Reduce -1.3% | 13,942 | $3.6M |
| Abound Wealth Management | 1.17% | Add +0.1% | 13,661 | $3.5M |
| Country Club Bank | 0.24% | Reduce -2.0% | 13,742 | $3.5M |
| Aspiriant, LLC | 0.12% | Add +25.9% | 13,624 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +36.4% | 13,592 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -6.9% | 13,571 | $3.5M |
| PCG Wealth Advisors, LLC | 1.21% | Reduce -1.2% | 13,538 | $3.5M |
| Pioneer Wealth Management Group | 1.49% | — | 13,460 | $3.5M |
| Wells Financial Advisors INC | 4.74% | Reduce -0.3% | 13,387 | $3.4M |
| Bragg Financial Advisors, Inc | 0.14% | Reduce -0.1% | 13,257 | $3.4M |
| Parsons Capital Management Inc. | 0.18% | Reduce -2.5% | 12,864 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -5.7% | 12,801 | $3.3M |
| Twin Focus Capital Partners, LLC | 0.51% | No change | 12,760 | $3.3M |
| Evanson Asset Management, LLC | 0.23% | Reduce -2.2% | 12,737 | $3.3M |
| SouthState Bank Corp | 0.15% | No change | 12,651 | $3.3M |
| SigFig Wealth Management, LLC | 0.12% | Add +4.0% | 12,707 | $3.2M |
| Financial Insights, Inc. | 1.29% | Reduce -0.8% | 12,626 | $3.2M |
| Roundview Capital LLC | 0.23% | Add +0.1% | 12,606 | $3.2M |
| PrairieView Partners, LLC | 0.33% | Reduce -1.2% | 12,429 | $3.2M |
| Atticus Wealth Management, LLC | 1.04% | Reduce -5.5% | 12,363 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.02% | No change | 11,567 | $3.1M |
| ARK & TLK Investments, LLC | 1.07% | No change | 11,781 | $3.0M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Add +1.6% | 11,697 | $3.0M |
| Sheets Smith Wealth Management | 0.37% | Reduce -1.5% | 11,674 | $3.0M |
| Fortem Financial Group, LLC | 1.16% | Add +1.4% | 11,627 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.71% | Add +0.5% | 11,510 | $3.0M |
| Human Investing LLC | 0.52% | Reduce -0.8% | 11,454 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +22.4% | 11,411 | $2.9M |
| Coppell Advisory Solutions LLC | 0.40% | Reduce -1.4% | 11,341 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.1% | 11,229 | $2.9M |
| Capital Management Associates, Inc | 0.65% | Add +100.0% | 11,162 | $2.9M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.1% | 11,121 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +0.2% | 11,081 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +110.8% | 11,012 | $2.8M |
| Mathes Company, Inc. | 1.16% | No change | 10,961 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +330.9% | 10,868 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.22% | Add +3.2% | 10,862 | $2.8M |
| Dahring | Cusmano LLC | 2.40% | Reduce -22.9% | 10,823 | $2.8M |
| PCA Investment Advisory Services Inc. | 1.47% | Add +21.2% | 10,802 | $2.8M |
| Savant Capital, LLC | 0.02% | Add +0.8% | 10,795 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Reduce -0.1% | 10,735 | $2.8M |
| Obermeyer Wealth Partners | 0.14% | Reduce -0.1% | 10,489 | $2.7M |
| Advocacy Wealth Management, LLC | 0.18% | Reduce -0.6% | 10,454 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 10,393 | $2.7M |
| Founders Financial Securities LLC | 0.23% | Add +30.4% | 10,514 | $2.7M |
| Boston Family Office LLC | 0.19% | Reduce -3.4% | 10,350 | $2.7M |
| Cardiff Park Advisors, LLC | 0.26% | Add +0.1% | 10,289 | $2.6M |
| Blankinship & Foster, LLC | 0.66% | Reduce -0.5% | 10,218 | $2.6M |
| Sapient Capital LLC | 0.05% | No change | 10,210 | $2.6M |
| SoundView Advisors Inc. | 1.08% | Add +0.3% | 10,201 | $2.6M |
| Bessemer Group Inc. | 0.00% | No change | 10,135 | $2.6M |
| McAdam, LLC | 0.16% | Reduce -1.8% | 10,069 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 0.94% | Reduce -3.6% | 10,036 | $2.6M |
| Freestone Capital Holdings, LLC | 0.10% | Add +20.3% | 10,001 | $2.6M |
| Royal Fund Management, LLC | 0.30% | Add +3.0% | 9,804 | $2.5M |
| William Mack & Associates, Inc. | 2.14% | Add +0.1% | 9,744 | $2.5M |
| Alley Investment Management Company, LLC | 0.31% | Reduce -1.8% | 9,729 | $2.5M |
| Financial Alternatives, Inc | 1.78% | No change | 9,723 | $2.5M |
| McClarren Financial Advisors, Inc. | 1.65% | New | 9,373 | $2.5M |
| Legacy Advisors, LLC | 0.25% | No change | 9,433 | $2.4M |
| Wiser Wealth Management, Inc | 0.67% | Reduce -0.9% | 9,309 | $2.4M |
| Strategic Financial Concepts, LLC | 0.44% | Reduce -6.7% | 9,206 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.0% | 9,098 | $2.3M |
| L.K. Benson & Company, P.C. | 1.59% | Add +3.6% | 8,950 | $2.3M |
| Fortitude Advisory Group L.L.C. | 1.65% | Reduce -7.8% | 9,473 | $2.3M |
| Partners in Financial Planning | 0.46% | Add +0.1% | 8,863 | $2.3M |
| M&T Bank Corp | 0.01% | Add +3.1% | 8,857 | $2.3M |
| YHB Investment Advisors, Inc. | 0.19% | Reduce -0.5% | 8,790 | $2.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.61% | No change | 8,770 | $2.3M |
| Dentgroup LLC | 1.67% | Add +0.2% | 8,659 | $2.2M |
| Gotham Asset Management | 0.02% | New | 8,645 | $2.2M |
| SPC Financial, Inc. | 0.19% | Reduce -8.0% | 8,614 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.1% | 8,553 | $2.2M |
| Nicolet Bankshares Inc. | 0.44% | Reduce -0.3% | 8,534 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +32.1% | 8,511 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | No change | 8,451 | $2.2M |
| Bluestem Financial Advisors, LLC | 1.01% | Reduce -1.6% | 8,372 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +12.2% | 8,361 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | Add +1.1% | 8,352 | $2.1M |
| Howard Wealth Management, LLC | 1.18% | Add +1.0% | 8,214 | $2.1M |
| Stone Summit Wealth LLC | 0.71% | No change | 8,195 | $2.1M |
| Summit Financial, LLC | 0.06% | Add +5.4% | 8,161 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -7.2% | 8,097 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -15.0% | 8,085 | $2.1M |
| Clayton Financial Group LLC | 0.76% | Add +3.3% | 8,029 | $2.1M |
| Sand Hill Global Advisors, LLC | 0.08% | No change | 7,938 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +25.9% | 7,867 | $2.0M |
| General Partner, Inc. | 1.31% | No change | 7,838 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.5% | 7,832 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.4% | 7,281 | $2.0M |
| Lanark Financial, Inc. | 0.17% | — | 7,763 | $2.0M |
| Astra Wealth Partners LLC | 1.90% | Add +20.7% | 7,750 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.18% | Add +106.4% | 7,695 | $2.0M |
| Boston Trust Walden Corp | 0.01% | No change | 7,645 | $2.0M |
| Edge Financial Advisors LLC | 1.22% | New | 7,550 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -76.0% | 7,276 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 7,352 | $1.9M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -18.5% | 7,312 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.9% | 7,281 | $1.9M |
| Ellenbecker Investment Group | 0.33% | Reduce -4.8% | 7,239 | $1.9M |
| Principal Securities, Inc. | 0.04% | No change | 6,873 | $1.9M |
| Sequent Asset Management, LLC | 1.02% | No change | 7,127 | $1.8M |
| Gill Capital Partners, LLC | 0.63% | Reduce -2.0% | 7,112 | $1.8M |
| Great Point Wealth Advisors, LLC | 0.40% | No change | 7,110 | $1.8M |
| Simplicity Wealth,LLC | 0.14% | New | 7,089 | $1.8M |
| AMG National Trust Bank | 0.05% | No change | 7,078 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +366.3% | 7,059 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +21.3% | 7,021 | $1.8M |
| Savvy Advisors, Inc. | 0.18% | Add +106.7% | 6,934 | $1.8M |
| AdvisorNet Financial, Inc | 0.13% | Add +38.1% | 6,931 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Add +67.6% | 6,922 | $1.8M |
| Empower Advisory Group, LLC | 0.01% | Add +5.6% | 6,875 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -0.8% | 6,861 | $1.8M |
| Unique Wealth, LLC | 0.33% | New | 6,823 | $1.8M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.0% | 6,816 | $1.8M |
| Cypress Wealth Services, LLC | 0.35% | Add +14.9% | 6,809 | $1.8M |
| S.A. Mason LLC | 0.92% | Add +0.4% | 6,794 | $1.7M |
| Life Planning Partners, Inc | 1.57% | Add +3.9% | 6,736 | $1.7M |
| Uptick Partners, LLC | 0.59% | Reduce -2.0% | 6,733 | $1.7M |
| Measured Wealth Private Client Group, LLC | 0.55% | No change | 6,723 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +267.8% | 6,650 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.3% | 6,635 | $1.7M |
| Scott & Selber, Inc. | 0.54% | Add +0.3% | 6,563 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Add +1.7% | 6,556 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +37.8% | 6,494 | $1.7M |
| Cwm, LLC | 0.01% | Add +17.7% | 6,409 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +22.5% | 6,313 | $1.6M |
| RTD Financial Advisors, Inc. | 0.22% | Reduce -16.7% | 6,292 | $1.6M |
| Forum Financial Management, LP | 0.03% | No change | 6,291 | $1.6M |
| Lifeworks Advisors, LLC | 0.27% | Add +9.2% | 6,279 | $1.6M |
| Glassman Wealth Services | 0.27% | Add +4.9% | 6,276 | $1.6M |
| Legacy Private Trust Co. | 0.11% | No change | 6,274 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -10.4% | 6,264 | $1.6M |
| Davidson Trust Co. | 0.77% | No change | 6,256 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.28% | Add +2.9% | 6,247 | $1.6M |
| DBK Financial Counsel, LLC | 1.60% | Add +115.8% | 6,210 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +23.7% | 6,164 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +2.8% | 6,061 | $1.6M |
| First Merchants Corp. | 0.06% | Reduce -0.1% | 6,048 | $1.6M |
| EnRich Financial Partners LLC | 0.52% | Reduce -0.7% | 6,002 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.4% | 5,966 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.4% | 5,966 | $1.5M |
| Quadcap Wealth Management, LLC | 0.22% | Add +0.3% | 5,964 | $1.5M |
| Mustard Seed Financial, LLC | 1.23% | Add +0.3% | 5,946 | $1.5M |
| Round Rock Advisors LLC | 0.28% | Reduce -1.9% | 5,923 | $1.5M |
| Berger Financial Group, Inc | 0.11% | Reduce -0.5% | 5,921 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +10.5% | 5,894 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +2.1% | 5,847 | $1.5M |
| Sei Investments Co. | 0.00% | Add +0.3% | 5,834 | $1.5M |
| Fairman Group, LLC | 1.37% | Reduce -2.2% | 5,423 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +0.1% | 5,781 | $1.5M |
| Tsfg, LLC | 0.30% | Add +0.1% | 5,794 | $1.5M |
| Mystic Asset Management, Inc. | 0.39% | Reduce -2.1% | 5,786 | $1.5M |
| Versant Capital Management, Inc | 0.25% | Add +0.0% | 5,774 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.43% | No change | 5,755 | $1.5M |
| Thomasville National Bank | 0.11% | No change | 5,751 | $1.5M |
| Center for Financial Planning, Inc. | 0.19% | Add +0.1% | 5,741 | $1.5M |
| Private Management Group Inc. | 0.05% | No change | 5,721 | $1.5M |
| Alerus Financial NA | 0.12% | No change | 5,705 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -23.3% | 5,690 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -3.1% | 5,677 | $1.5M |
| Seamount Financial Group Inc. | 0.98% | Add +4.3% | 5,626 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.13% | Add +14.9% | 5,611 | $1.4M |
| Dakota Wealth Management | 0.03% | No change | 5,597 | $1.4M |
| Key Financial Inc | 0.31% | Add +797.3% | 5,563 | $1.4M |
| Manuka Financial, LLC | 0.93% | Reduce -13.2% | 5,559 | $1.4M |
| Grandfield & Dodd, LLC | 0.09% | Reduce -4.6% | 5,550 | $1.4M |
| Eagle Strategies LLC | 0.25% | Add +6.6% | 5,486 | $1.4M |
| Empirical Asset Management, LLC | 0.48% | Add +338.1% | 5,485 | $1.4M |
| Olistico Wealth, LLC | 0.87% | Add +0.0% | 5,478 | $1.4M |
| Bearing Point Capital, LLC | 0.30% | Reduce -12.2% | 5,470 | $1.4M |
| Waldron Private Wealth LLC | 0.07% | Add +0.9% | 5,452 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.6% | 5,409 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | No change | 5,426 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.1% | 6,101 | $1.4M |
| Rebalance, LLC | 0.10% | No change | 5,400 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +2.1% | 5,372 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +34.9% | 5,360 | $1.4M |
| Southland Equity Partners LLC | 0.32% | Reduce -1.4% | 5,323 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.12% | Reduce -5.4% | 5,275 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -0.0% | 5,248 | $1.3M |
| Trust Co. of Vermont | 0.07% | No change | 5,188 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +67.9% | 5,182 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +0.8% | 5,167 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.0% | 5,154 | $1.3M |
| Investment Counsel Co. of Nevada | 3.01% | Reduce -4.2% | 5,150 | $1.3M |
| Annex Advisory Services, LLC | 0.04% | No change | 5,079 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -4.5% | 5,075 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Reduce -0.4% | 5,075 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.15% | Reduce -3.2% | 5,074 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | No change | 5,032 | $1.3M |
| TABR Capital Management, LLC | 1.35% | Add +10.0% | 5,028 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | No change | 4,994 | $1.3M |
| Michael A. Dubis Financial Planning, LLC | 1.23% | No change | 4,946 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +450.5% | 4,960 | $1.3M |
| Appleton Partners Inc. | 0.10% | Add +13.8% | 4,912 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +453.3% | 4,891 | $1.3M |
| Pathway Financial Advisors LLC | 0.23% | No change | 4,891 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -1.3% | 4,886 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | No change | 4,883 | $1.3M |
| Battery Global Advisors, LLC | 0.70% | No change | 4,879 | $1.3M |
| Luminist Capital LLC | 1.35% | Add +2.9% | 4,835 | $1.2M |
| Schechter Investment Advisors, LLC | 0.10% | Add +30.2% | 4,816 | $1.2M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.6% | 4,812 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.7% | 4,811 | $1.2M |
| Lodestone Wealth Management LLC | 0.66% | Add +0.4% | 4,794 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -0.3% | 4,789 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +32.1% | 4,784 | $1.2M |
| GSG Advisors LLC | 0.40% | Add +30.9% | 4,900 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +63.6% | 4,767 | $1.2M |
| Synergy Financial Group, LTD | 1.09% | Add +39.8% | 4,735 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 4,716 | $1.2M |
| First Community Trust NA | 1.06% | Add +3.3% | 4,708 | $1.2M |
| Berkshire Money Management, Inc. | 0.14% | Reduce -13.3% | 4,693 | $1.2M |
| Destiny Wealth Partners, LLC | 0.19% | No change | 4,689 | $1.2M |
| Gries Financial LLC | 0.23% | Add +10.5% | 4,674 | $1.2M |
| Silverlake Wealth Management LLC | 0.46% | Reduce -1.7% | 4,669 | $1.2M |
| Equita Financial Network, Inc. | 0.42% | Reduce -2.9% | 4,624 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | Add +0.3% | 4,615 | $1.2M |
| Claro Advisors Inc. | 0.16% | Reduce -28.5% | 4,603 | $1.2M |
| Bokf, NA | 0.02% | Add +6.2% | 4,596 | $1.2M |
| Tranquility Partners, LLC | 0.46% | Add +0.0% | 4,596 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | Add +0.7% | 4,593 | $1.2M |
| Brooklyn FI, LLC | 0.36% | Reduce -14.8% | 4,571 | $1.2M |
| GenTrust, LLC | 0.06% | No change | 4,532 | $1.2M |
| FAS Wealth Partners, Inc. | 0.09% | Add +6.0% | 4,522 | $1.2M |
| Blair William & Co. | 0.00% | Add +0.9% | 4,512 | $1.2M |
| WealthCollab, LLC | 0.72% | No change | 4,508 | $1.2M |
| Next Capital Management LLC | 0.55% | Add +0.4% | 4,490 | $1.2M |
| Ted Buchan & Co | 0.54% | Reduce -0.9% | 4,473 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | No change | 4,453 | $1.1M |
| MontVue Capital Management, Inc. | 0.91% | No change | 4,407 | $1.1M |
| BWM Planning, LLC | 0.48% | Reduce -11.6% | 4,387 | $1.1M |
| Athena Investment Management | 0.68% | Add +10.1% | 4,370 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +21.4% | 4,365 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.58% | No change | 4,283 | $1.1M |
| Rodgers & Associates, LTD | 0.13% | Reduce -1.5% | 4,237 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +61.3% | 4,234 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.04% | No change | 4,207 | $1.1M |
| Fortis Capital Management LLC | 0.21% | Add +0.6% | 4,177 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +46.4% | 4,154 | $1.1M |
| Pacific Financial Group Inc. | 0.86% | No change | 4,126 | $1.1M |
| Factor Wealth Management LTD | 0.32% | Add +1.0% | 4,096 | $1.1M |
| Lee Danner & Bass Inc. | 0.08% | Reduce -1.6% | 4,084 | $1.0M |
| KM Capital Management Ltd. | 0.56% | Add +129.7% | 4,065 | $1.0M |
| Norden Group LLC | 0.12% | Add +42.9% | 4,063 | $1.0M |
| WealthTrust Asset Management, LLC | 0.77% | Reduce -4.4% | 4,049 | $1.0M |
| David J Yvars Group | 0.82% | Add +0.6% | 4,035 | $1.0M |
| American Money Management, LLC | 0.19% | Add +0.1% | 3,962 | $1.0M |
| Capital Analysts, LLC | 0.04% | Reduce -1.0% | 3,957 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.17% | Add +0.2% | 3,868 | $994K |
| Marquette Associates, Inc. | 0.98% | Reduce -1.1% | 3,826 | $983K |
| Choate Investment Advisors | 0.02% | No change | 3,783 | $972K |
| Abacus Planning Group, Inc. | 0.17% | Reduce -2.8% | 3,777 | $971K |
| Consolidated Portfolio Review Corp | 0.16% | Reduce -0.0% | 3,773 | $970K |
| Grandview Asset Management LLC | 0.37% | Add +1.3% | 3,762 | $967K |
| BluePointe Capital Management, LLC | 0.37% | New | 3,753 | $965K |
| Arkadios Wealth Advisors | 0.04% | Add +270.9% | 3,750 | $964K |
| Berkeley Capital Partners, LLC | 0.26% | Reduce -0.4% | 3,736 | $960K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -17.8% | 3,734 | $960K |
| True North Advisors, LLC | 0.17% | New | 3,729 | $958K |
| Aspen Wealth Management LLC | 0.27% | Add +0.3% | 3,692 | $949K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.9% | 3,675 | $944K |
| Pachira Investments Inc. | 0.66% | Add +0.6% | 3,694 | $944K |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -9.7% | 3,670 | $943K |
| Golden Bell Financial Planning LLC | 0.92% | Reduce -2.6% | 3,670 | $943K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.4% | 3,665 | $942K |
| Spire Wealth Management | 0.03% | Reduce -1.1% | 3,634 | $934K |
| GEN Financial Management, INC. | 0.63% | No change | 3,597 | $925K |
| Lutz Financial Services LLC | 0.08% | No change | 3,591 | $923K |
| Core Wealth Advisors, Inc. | 0.29% | No change | 3,580 | $920K |
| Liberty Wealth Management LLC | 0.18% | Reduce -0.1% | 3,579 | $920K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +0.4% | 3,577 | $919K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 3,566 | $917K |
| Bell Investment Advisors, Inc | 0.17% | Add +0.1% | 3,558 | $914K |
| Trivium Point Advisory, LLC | 0.11% | Add +0.1% | 3,550 | $913K |
| High Net Worth Advisory Group LLC | 0.26% | Reduce -3.9% | 3,547 | $912K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | No change | 3,530 | $907K |
| Liberty Square Wealth Partners LLC | 0.34% | No change | 3,516 | $904K |
| FSM Wealth Advisors, LLC | 0.20% | Add +0.3% | 3,513 | $903K |
| Plum Street Advisors, LLC | 0.43% | No change | 3,510 | $902K |
| Journey Beyond Wealth, LLC | 0.84% | Add +0.1% | 3,481 | $895K |
| Kwmg, LLC | 0.09% | No change | 3,477 | $894K |
| AE Wealth Management LLC | 0.01% | Add +2.4% | 3,463 | $890K |
| Morton Capital Management LLC | 0.17% | No change | 3,445 | $885K |
| Marshall Financial Group, LLC | 0.19% | Reduce -2.3% | 3,438 | $884K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $883K |
| Maridea Wealth Management LLC | 0.29% | Reduce -8.8% | 3,419 | $879K |
| Evergreen Capital Management LLC | 0.03% | Reduce -4.8% | 3,397 | $873K |
| Pennington Partners & Co., LLC | 0.50% | Add +3.9% | 3,388 | $871K |
| Interchange Capital Partners, LLC | 0.24% | Reduce -3.4% | 3,388 | $871K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.4% | 3,386 | $870K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.4% | 3,308 | $850K |
| Kirtland Hills Capital Management, LLC | 0.52% | No change | 3,489 | $846K |
| Larson Financial Group LLC | 0.04% | Add +2.1% | 3,281 | $843K |
| Slow Capital, Inc. | 0.11% | Reduce -13.7% | 3,276 | $842K |
| BSW Wealth Partners | 0.13% | No change | 3,250 | $835K |
| Sloy Dahl & Holst, LLC | 0.15% | Reduce -10.7% | 3,245 | $834K |
| Essex Financial Services, Inc. | 0.06% | Add +0.2% | 3,241 | $833K |
| Red Door Wealth Management, LLC | 0.12% | Reduce -2.1% | 3,206 | $824K |
| Stevens Capital Partners | 0.39% | Add +4.9% | 3,206 | $824K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -1.1% | 3,205 | $824K |
| Sendero Wealth Management, LLC | 0.11% | No change | 3,185 | $819K |
| RCS Financial Planning, LLC | 0.43% | Add +14.3% | 3,180 | $817K |
| Atwater Malick LLC | 0.27% | No change | 3,155 | $811K |
| Primoris Wealth Advisors, LLC | 0.63% | No change | 3,153 | $810K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +10.1% | 3,132 | $805K |
| Farmers National Bank | 0.23% | No change | 3,114 | $800K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,110 | $799K |
| Zhang Financial LLC | 0.04% | No change | 3,087 | $793K |
| Madison Wealth Partners, Inc | 0.20% | No change | 3,082 | $792K |
| Stratos Investment Management, LLC | 0.04% | Add +0.1% | 3,071 | $789K |
| Breakwater Investment Management | 0.33% | Reduce -1.9% | 3,021 | $776K |
| Jacobi Capital Management LLC | 0.06% | No change | 3,009 | $773K |
| Crescent Sterling, Ltd. | 0.79% | No change | 3,000 | $771K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -0.3% | 2,983 | $767K |
| Compass Ion Advisors, LLC | 0.09% | Reduce -9.5% | 2,979 | $766K |
| Verdence Capital Advisors LLC | 0.06% | Add +0.1% | 2,974 | $764K |
| Cozad Asset Management Inc. | 0.08% | No change | 2,936 | $755K |
| Cahill Financial Advisors Inc. | 0.10% | No change | 2,934 | $754K |
| Fee-Only Financial Planning, L.C. | 0.51% | No change | 2,927 | $752K |
| Bailard, Inc. | 0.02% | Reduce -1.8% | 2,874 | $739K |
| Opus Capital Group, LLC | 0.09% | New | 2,858 | $735K |
| Focus Financial Network, Inc. | 0.03% | Add +2.9% | 2,822 | $725K |
| Carnegie Investment Counsel | 0.02% | Add +0.6% | 3,125 | $724K |
| Bank Ozk | 0.30% | Reduce -4.8% | 2,805 | $721K |
| Values Added Financial LLC | 0.40% | No change | 2,801 | $720K |
| Coastline Trust Co | 0.09% | Add +1.0% | 2,776 | $714K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.3% | 2,773 | $713K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 2,760 | $709K |
| MBA Advisors LLC | 0.35% | Add +1.4% | 2,758 | $709K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $707K |
| CGC Financial Services, LLC | 0.28% | No change | 2,731 | $702K |
| Callan Capital, LLC | 0.05% | Add +40.3% | 2,725 | $700K |
| Waverly Advisors, LLC | 0.01% | Add +2.0% | 2,720 | $699K |
| Fortis Capital Advisors, LLC | 0.14% | Add +155.1% | 2,719 | $699K |
| Belpointe Asset Management LLC | 0.04% | Add +155.1% | 2,719 | $699K |
| Breakwater Capital Group | 0.12% | Reduce -0.1% | 2,704 | $695K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 2,690 | $692K |
| Studio Investment Management LLC | 0.14% | Add +95.3% | 2,637 | $678K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -8.9% | 2,632 | $677K |
| LongView Wealth Management | 0.20% | Reduce -16.9% | 2,628 | $676K |
| Goldstein Advisors, LLC | 0.10% | No change | 2,628 | $675K |
| LPWM LLC | 0.21% | No change | 2,578 | $663K |
| Burling Wealth Partners, LLC | 0.14% | No change | 2,576 | $662K |
| Apollon Financial, LLC | 0.16% | New | 2,563 | $659K |
| Wealth Alliance, LLC | 0.08% | New | 2,557 | $657K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.8% | 2,557 | $657K |
| Embree Financial Group | 0.11% | No change | 2,550 | $656K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -15.3% | 2,531 | $651K |
| Petix & Botte Co | 0.17% | Reduce -8.0% | 2,530 | $650K |
| Clarity Capital Advisors, LLC | 0.43% | Add +4.3% | 2,524 | $649K |
| SMI Advisory Services, LLC | 0.15% | Reduce -3.7% | 2,796 | $648K |
| Brookstone Capital Management | 0.01% | Reduce -3.7% | 2,512 | $646K |
| CGN Advisors LLC | 0.06% | Reduce -4.3% | 2,498 | $642K |
| Tradewinds, LLC. | 0.18% | Reduce -1.1% | 2,492 | $641K |
| FF Advisors,LLC | 0.37% | Reduce -30.3% | 2,471 | $639K |
| Bay Capital Advisors, LLC | 0.53% | Add +0.1% | 2,480 | $638K |
| Everpar Advisors LLC | 0.33% | No change | 2,450 | $630K |
| Hardy Reed LLC | 0.06% | Reduce -3.7% | 2,443 | $628K |
| Sovran Advisors, LLC | 0.08% | Add +9.3% | 2,584 | $627K |
| Traphagen Investment Advisors LLC | 0.07% | No change | 2,422 | $623K |
| Novare Capital Management LLC | 0.05% | Reduce -1.9% | 2,420 | $622K |
| McDonough Capital Management, Inc | 0.41% | No change | 2,418 | $621K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -18.1% | 2,417 | $621K |
| Keystone Wealth Services, LLC | 0.17% | Add +0.3% | 2,411 | $620K |
| Old National Bancorp | 0.02% | No change | 2,410 | $619K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.9% | 2,406 | $618K |
| Grant/GrossMendelsohn, LLC | 0.34% | Add +0.3% | 2,433 | $618K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -24.2% | 2,401 | $617K |
| Lindbrook Capital, LLC | 0.06% | No change | 2,396 | $616K |
| Select Asset Management & Trust | 0.25% | Reduce -53.2% | 2,380 | $612K |
| PBMares Wealth Management LLC | 0.12% | Add +32.8% | 2,373 | $610K |
| Keystone Financial Group | 0.06% | Add +2.2% | 2,372 | $610K |
| Pine Harbor Wealth Management, LLC | 0.24% | No change | 2,368 | $609K |
| Fiduciary Advisors, Inc. | 0.60% | Add +0.3% | 2,363 | $607K |
| Braun-Bostich & Associates Inc. | 0.45% | Add +0.7% | 2,360 | $607K |
| City State Bank | 0.20% | Add +2.2% | 2,355 | $605K |
| United Asset Strategies, Inc. | 0.06% | Reduce -16.5% | 2,354 | $605K |
| Quartz Partners, LLC | 0.37% | No change | 2,353 | $605K |
| United Bank | 0.08% | No change | 2,347 | $603K |
| Avid Wealth Partners LLC | 0.41% | Add +134.9% | 2,340 | $601K |
| Beacon Financial Strategies CORP | 0.40% | No change | 2,327 | $598K |
| Sage Mountain Advisors LLC | 0.04% | Add +0.0% | 2,322 | $597K |
| Awm Capital, LLC | 0.07% | No change | 2,296 | $590K |
| Anderson Hoagland & Co. | 0.07% | No change | 2,584 | $590K |
| Blue Oak Capital, LLC | 0.33% | No change | 2,293 | $589K |
| Qube Research & Technologies Ltd | 0.00% | Add +20.1% | 2,286 | $588K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.8% | 2,286 | $588K |
| Define Financial, LLC | 0.45% | Add +0.3% | 2,382 | $585K |
| Cathy Pareto & Associates, Inc. | 0.52% | Reduce -5.3% | 2,270 | $584K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -19.3% | 2,261 | $581K |
| Integrated Advisors Network LLC | 0.03% | Reduce -18.0% | 2,260 | $581K |
| Winthrop Advisory Group LLC | 0.07% | Add +0.2% | 2,259 | $581K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.7% | 2,227 | $572K |
| Stephens Inc. | 0.01% | Reduce -6.3% | 2,217 | $570K |
| Trust Co | 0.07% | No change | 2,214 | $569K |
| Portland Financial Advisors Inc | 1.45% | No change | 2,206 | $567K |
| One Wealth Advisors, LLC | 0.08% | New | 2,200 | $565K |
| Sandy Spring Bank | 0.02% | Add +0.2% | 2,199 | $565K |
| HM Payson & Co. | 0.01% | No change | 2,186 | $562K |
| Becker Capital Management Inc. | 0.02% | No change | 2,183 | $561K |
| Ariadne Wealth Management, LP | 0.29% | No change | 2,158 | $561K |
| Bernardo Wealth Planning LLC | 0.13% | No change | 2,160 | $555K |
| Venturi Wealth Management, LLC | 0.03% | No change | 2,130 | $547K |
| Safeguard Financial, LLC | 0.12% | Reduce -9.8% | 2,127 | $547K |
| Darden Wealth Group Inc | 0.43% | No change | 2,121 | $545K |
| Valley National Advisers Inc. | 0.10% | No change | 2,120 | $544K |
| Retirement Capital Strategies | 0.21% | Add +4.3% | 2,106 | $541K |
| Legacy Edge Advisors, LLC | 0.08% | Add +4.3% | 2,104 | $541K |
| Park Capital Management, LLC / WI | 0.63% | Reduce -13.8% | 2,102 | $540K |
| Redwood Financial Network Corp | 0.41% | Reduce -2.6% | 2,094 | $538K |
| Capital Advisors Inc. | 0.01% | Add +20.9% | 2,085 | $536K |
| TSA Wealth Managment LLC | 0.21% | New | 2,085 | $536K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -4.3% | 2,311 | $535K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -4.9% | 2,082 | $535K |
| Diversify Wealth Management, LLC | 0.04% | Add +1.5% | 2,082 | $531K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.1% | 2,054 | $528K |
| Advantage Trust Co | 0.32% | No change | 2,048 | $526K |
| Rezny Wealth Management, Inc. | 0.15% | No change | 2,035 | $523K |
| Net Worth Advisory Group | 0.16% | Reduce -52.9% | 2,024 | $520K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $519K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.9% | 2,015 | $518K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 2,013 | $517K |
| Orser Capital Management, LLC | 0.38% | No change | 2,010 | $517K |
| Global Assets Advisory, LLC | 0.10% | New | 2,085 | $512K |
| Glen Eagle Advisors, LLC | 0.08% | No change | 1,989 | $511K |
| Envision Financial LLC | 0.38% | Add +0.3% | 1,986 | $510K |
| Greenspring Advisors, LLC | 0.12% | No change | 1,984 | $510K |
| RDA Financial Network | 0.15% | Add +33.9% | 1,976 | $508K |
| ETF Store, Inc. | 0.62% | Reduce -16.6% | 1,975 | $508K |
| White Lighthouse Investment Management Inc. | 0.09% | No change | 1,955 | $507K |
| Ethos Financial Group, LLC | 0.05% | No change | 1,872 | $505K |
| Bridgewater Advisors Inc. | 0.04% | New | 1,979 | $505K |
| Beckerman Institutional, LLC | 0.36% | No change | 1,957 | $503K |
| Chokshi & Queen Wealth Advisors, Inc | 0.33% | No change | 1,954 | $502K |
| Alpha Cubed Investments, LLC | 0.02% | New | 1,941 | $499K |
| Capasso Planning Partners LLC | 0.21% | No change | 1,938 | $498K |
| Efficient Advisors, LLC | 0.03% | Reduce -9.1% | 1,930 | $496K |
| PUREfi Wealth, LLC | 0.49% | Reduce -1.9% | 1,914 | $492K |
| Vista Investment Management | 0.19% | No change | 1,900 | $488K |
| C M Bidwell & Associates Ltd. | 0.29% | Reduce -21.1% | 1,896 | $487K |
| Passive Capital Management, LLC. | 0.15% | No change | 1,892 | $486K |
| PFG Investments, LLC | 0.03% | Reduce -12.7% | 1,853 | $476K |
| Cherry Tree Wealth Management, LLC | 0.11% | Add +1.7% | 1,847 | $475K |
| Evoke Wealth, LLC | 0.01% | Reduce -21.3% | 1,845 | $474K |
| Old Mission Investment Co LLC | 0.14% | Add +7.4% | 1,837 | $472K |
| Marcum Wealth, LLC | 0.04% | No change | 1,830 | $470K |
| Kovack Advisors, Inc. | 0.05% | Add +19.2% | 1,828 | $470K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 1,818 | $467K |
| Three Bridge Wealth Advisors, LLC | 0.16% | No change | 1,815 | $467K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -0.1% | 1,814 | $466K |
| Safe Harbor Fiduciary, LLC | 0.48% | Reduce -1.4% | 1,814 | $466K |
| WealthShield Partners, LLC | 0.06% | Add +203.5% | 1,812 | $466K |
| Evolution Advisers, Inc. | 0.24% | Add +2284.2% | 1,812 | $465K |
| Delta Financial Advisors LLC | 0.17% | Add +0.1% | 1,788 | $459K |
| Houlihan Financial Resource Group, Ltd. | 0.20% | Reduce -15.3% | 1,773 | $456K |
| Aletheian Wealth Advisors LLC | 0.26% | No change | 1,771 | $455K |
| Moss Adams Wealth Advisors LLC | 0.05% | New | 1,767 | $454K |
| Fortitude Family Office, LLC | 0.16% | Add +0.3% | 1,766 | $454K |
| Retirement Planning Co of New England, Inc. | 0.22% | Add +3.4% | 1,744 | $448K |
| Klingman & Associates, LLC | 0.03% | No change | 1,737 | $446K |
| Aspen Investment Management Inc | 0.21% | New | 1,733 | $445K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,727 | $444K |
| Benjamin Edwards Inc. | 0.01% | Add +35.8% | 1,722 | $443K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -3.4% | 1,711 | $440K |
| Verus Capital Partners, LLC | 0.04% | Reduce -2.4% | 1,706 | $439K |
| Strategic Blueprint, LLC | 0.02% | Add +15.8% | 1,701 | $437K |
| NorthRock Partners, LLC | 0.01% | Reduce -20.1% | 1,698 | $436K |
| Tru Independence Asset Management 2, LLC | 0.33% | New | 1,692 | $435K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,688 | $434K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 1,670 | $429K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +7.3% | 1,659 | $426K |
| Bogart Wealth, LLC | 0.02% | No change | 1,656 | $426K |
| Sowell Financial Services LLC | 0.02% | New | 1,655 | $425K |
| Weaver Consulting Group | 0.13% | No change | 1,654 | $425K |
| Waters Parkerson & Co., LLC | 0.02% | Add +17.9% | 1,644 | $422K |
| Allred Capital Management, LLC | 0.17% | Reduce -8.3% | 1,639 | $421K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -1.0% | 1,639 | $421K |
| IronBridge Private Wealth, LLC | 0.17% | No change | 1,635 | $420K |
| Manchester Capital Management LLC | 0.05% | No change | 1,624 | $417K |
| Oak Harvest Investment Services | 0.06% | Add +0.4% | 1,617 | $416K |
| Creative Financial Designs Inc. | 0.03% | Reduce -3.5% | 1,604 | $412K |
| Courage Miller Partners, LLC | 0.14% | Reduce -20.1% | 1,596 | $410K |
| Peak Retirement Planning, Inc. | 0.23% | Add +3.3% | 1,595 | $410K |
| Mitchell Capital Management Co. | 0.08% | No change | 1,595 | $410K |
| Sandbox Financial Partners, LLC | 0.14% | Add +10.9% | 1,594 | $410K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 1,589 | $408K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -87.6% | 1,585 | $407K |
| WBH Advisory Inc. | 0.04% | Add +0.2% | 1,584 | $407K |
| Asset Dedication, LLC | 0.03% | Reduce -4.9% | 1,576 | $405K |
| Highland Capital Management, LLC | 0.02% | Add +1.0% | 1,576 | $405K |
| M.E. Allison & Co., Inc. | 0.40% | Add +0.1% | 1,575 | $405K |
| CreativeOne Wealth, LLC | 0.01% | Add +24.6% | 1,574 | $405K |
| Ascent Group, LLC | 0.02% | New | 1,568 | $403K |
| Lazard Asset Management LLC | 0.00% | Reduce -58.3% | 1,568 | $403K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -12.4% | 1,669 | $403K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 1,559 | $401K |
| Mutual Advisors, LLC | 0.01% | Reduce -31.0% | 1,578 | $400K |
| RFG Advisory, LLC | 0.01% | Add +5.3% | 1,553 | $399K |
| Harvest Investment Services, LLC | 0.11% | New | 1,549 | $398K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -75.3% | 1,549 | $398K |
| Affinity Capital Advisors, LLC | 0.08% | New | 1,607 | $394K |
| Legacy Financial Group, Inc. | 0.13% | No change | 1,529 | $393K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,529 | $393K |
| Regions Financial Corp. | 0.00% | Reduce -1.5% | 1,526 | $392K |
| Regal Investment Advisors LLC | 0.03% | Add +0.3% | 1,515 | $389K |
| CoreCap Advisors, LLC | 0.02% | Add +2.0% | 1,498 | $385K |
| Prosperity Planning, Inc. | 0.17% | No change | 1,497 | $385K |
| BlueChip Wealth Advisors LLC | 0.19% | No change | 1,474 | $379K |
| Allodium Investment Consultants, LLC | 0.28% | Reduce -1.1% | 1,472 | $378K |
| Western Wealth Management, LLC | 0.03% | Reduce -12.1% | 1,470 | $378K |
| Legacy Trust | 0.09% | No change | 1,470 | $378K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -25.3% | 1,464 | $376K |
| Financial Futures Ltd Liability Co. | 0.21% | Reduce -1.8% | 1,454 | $374K |
| Beacon Wealthcare LLC | 0.15% | No change | 1,445 | $371K |
| Newton One Investments LLC | 0.13% | No change | 1,438 | $370K |
| Archvest Wealth Advisors, Inc. | 0.30% | Reduce -1.4% | 1,425 | $366K |
| Rialto Wealth Management, LLC | 0.11% | No change | 1,421 | $365K |
| Summit X, LLC | 0.08% | No change | 1,421 | $365K |
| Fiduciary Group, LLC | 0.04% | Reduce -11.1% | 1,421 | $365K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 1,416 | $364K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 1,400 | $360K |
| First Heartland Consultants, Inc. | 0.04% | Add +0.1% | 1,393 | $358K |
| American Trust | 0.09% | No change | 1,392 | $358K |
| My Personal CFO, LLC | 0.18% | Add +0.1% | 1,391 | $357K |
| WealthPlan Investment Management, LLC | 0.04% | Add +0.3% | 1,389 | $357K |
| Index Fund Advisors, Inc. | 0.02% | New | 1,380 | $355K |
| Acima Private Wealth, LLC | 0.13% | No change | 1,380 | $355K |
| Avant Capital LLC | 0.29% | New | 1,377 | $354K |
| Curi Capital, LLC | 0.01% | New | 1,370 | $352K |
| TCP Asset Management, LLC | 0.08% | Add +38.1% | 1,370 | $352K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $350K |
| Oak Asset Management, LLC | 0.13% | No change | 1,361 | $350K |
| Meridian Financial Advisors, LLC | 0.25% | No change | 1,360 | $350K |
| Dividend Assets Capital, LLC | 0.07% | Reduce -8.7% | 1,359 | $349K |
| Haven Private, LLC | 0.20% | Reduce -3.6% | 1,352 | $348K |
| BetterWealth, LLC | 0.10% | Add +3.5% | 1,348 | $346K |
| Cynosure Group, LLC | 0.05% | Add +0.4% | 1,347 | $346K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +0.3% | 1,409 | $342K |
| SkyOak Wealth, LLC | 0.07% | Add +10.8% | 1,317 | $339K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -8.0% | 1,316 | $338K |
| Foguth Wealth Management, LLC. | 0.08% | Add +21.8% | 1,312 | $337K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,308 | $336K |
| MY Wealth Management Inc. | 0.32% | Add +3.2% | 1,272 | $334K |
| Wedgewood Investors Inc. | 0.39% | No change | 1,287 | $331K |
| Black Swift Group, LLC | 0.07% | New | 1,286 | $330K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $328K |
| First Manhattan Co. Llc. | 0.00% | New | 1,276 | $328K |
| Shorepoint Capital Partners LLC | 0.07% | Add +1.2% | 1,271 | $327K |
| Ballentine Capital Advisors, Inc | 0.16% | No change | 1,250 | $321K |
| Greenwood Capital Associates LLC | 0.04% | New | 1,250 | $321K |
| Oxbow Advisors, LLC | 0.03% | No change | 1,249 | $321K |
| Cornerstone Management, Inc. | 0.06% | Add +0.3% | 1,239 | $318K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,234 | $317K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +32.0% | 1,225 | $315K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 1,221 | $314K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -72.6% | 1,216 | $313K |
| Millennium Management | 0.00% | Add +50.1% | 1,207 | $310K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $309K |
| Ironsides Asset Advisors, LLC | 0.09% | No change | 1,200 | $308K |
| West Coast Financial LLC | 0.04% | No change | 1,200 | $308K |
| Creekside Partners | 0.16% | Add +0.2% | 1,194 | $307K |
| Maia Wealth LLC | 0.07% | Add +12.8% | 1,235 | $306K |
| Indie Asset Partners, LLC | 0.27% | No change | 1,191 | $306K |
| Trevian Wealth Management LLC | 0.22% | No change | 1,190 | $306K |
| BKM Wealth Management, LLC | 0.13% | No change | 1,185 | $305K |
| Main Street Group, LTD | 0.13% | Reduce -3.3% | 1,183 | $304K |
| ACT Advisors, LLC. | 0.16% | Add +0.2% | 1,182 | $304K |
| Carret Asset Management, LLC | 0.03% | Reduce -6.0% | 1,179 | $303K |
| Opes Wealth Management LLC | 0.06% | New | 1,168 | $300K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,167 | $300K |
| HighMark Wealth Management LLC | 0.18% | Reduce -3.4% | 1,167 | $300K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,162 | $299K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -12.4% | 1,159 | $298K |
| Csenge Advisory Group | 0.02% | New | 1,224 | $297K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -53.1% | 1,154 | $297K |
| Capital International Investors | 0.00% | Add +10.4% | 1,160 | $296K |
| PGIM Custom Harvest LLC | 0.01% | No change | 1,151 | $296K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,145 | $294K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 1,144 | $294K |
| BridgePort Financial Solutions, LLC | 0.13% | No change | 1,143 | $294K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 1,138 | $293K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -7.4% | 1,136 | $292K |
| MainStreet Investment Advisors LLC | 0.04% | New | 1,135 | $292K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,135 | $292K |
| US Financial Advisors, LLC | 0.09% | Add +22.4% | 1,133 | $291K |
| Zacks Investment Management | 0.00% | Reduce -19.2% | 1,132 | $291K |
| Triune Financial Partners, LLC | 0.09% | Add +50.3% | 1,124 | $289K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 1,114 | $286K |
| Prospect Financial Group LLC | 0.36% | No change | 1,109 | $285K |
| Better Money Decisions, LLC | 0.19% | Reduce -4.7% | 1,107 | $285K |
| Disciplined Investments, LLC | 0.13% | Add +0.1% | 1,105 | $284K |
| XY Planning Network, Inc. | 0.19% | New | 1,101 | $283K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,100 | $283K |
| Fisher Asset Management | 0.00% | Add +5.3% | 1,093 | $281K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,093 | $281K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -15.9% | 1,092 | $281K |
| Capital Advantage, Inc. | 0.05% | No change | 1,037 | $280K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 1,086 | $279K |
| Sachem Hill LLC | 0.05% | Reduce -12.3% | 1,084 | $279K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $278K |
| Riverwater Partners LLC | 0.14% | Reduce -4.4% | 1,080 | $278K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,072 | $276K |
| Martin Worley Group | 0.16% | No change | 1,071 | $275K |
| Noesis Capital Mangement Corp. | 0.05% | New | 1,070 | $275K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -6.7% | 1,067 | $274K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 1,065 | $274K |
| Strategic Planning, Inc. | 0.15% | — | 1,062 | $273K |
| Bellwether Advisors, LLC | 0.06% | No change | 1,060 | $272K |
| Confluence Wealth Services, Inc. | 0.02% | New | 1,101 | $271K |
| Private Wealth Asset Management, LLC | 0.04% | — | 1,051 | $270K |
| Wealthcare Capital Management LLC | 0.03% | No change | 1,050 | $270K |
| Norris Perne & French LLP | 0.02% | No change | 1,048 | $269K |
| Next Level Private LLC | 0.10% | Add +0.4% | 1,048 | $269K |
| StoneX Group Inc. | 0.01% | Reduce -1.0% | 1,044 | $268K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -55.5% | 1,041 | $268K |
| SK Wealth Management, LLC | 0.14% | New | 1,128 | $267K |
| Shayne & Jacobs, LLC | 0.07% | No change | 1,034 | $266K |
| Consilio Wealth Advisors, LLC | 0.11% | Reduce -13.8% | 1,026 | $264K |
| Centaurus Financial, Inc. | 0.02% | Add +10.8% | 1,025 | $263K |
| WNY Asset Management, LLC | 0.03% | New | 1,020 | $262K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 1,015 | $261K |
| FreeGulliver LLC | 0.13% | Reduce -0.2% | 1,014 | $261K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,006 | $259K |
| Creegan & Nassoura Financial Group, LLC | 0.17% | No change | 1,000 | $257K |
| Avestar Capital, LLC | 0.02% | No change | 1,000 | $257K |
| SOL Capital Management CO | 0.03% | No change | 1,000 | $257K |
| Summit Global Investments | 0.02% | Reduce -0.1% | 999 | $257K |
| Blue Trust, Inc. | 0.00% | No change | 998 | $257K |
| Certuity, LLC | 0.03% | Reduce -5.1% | 990 | $254K |
| MPWM Advisory Solutions, LLC | 0.18% | No change | 988 | $254K |
| Lynx Investment Advisory | 0.17% | Add +0.3% | 973 | $250K |
| Scotia Capital Inc. | 0.00% | Reduce -19.2% | 970 | $249K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -5.3% | 969 | $249K |
| Burk Holdings LLC | 0.19% | Add +18.1% | 965 | $248K |
| Keb Asset Management, LLC | 0.07% | No change | 964 | $248K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -9.6% | 964 | $248K |
| Apella Capital, LLC | 0.01% | Add +24.8% | 986 | $247K |
| Hopwood Financial Services, Inc. | 0.19% | No change | 955 | $245K |
| Nalls Sherbakoff Group, LLC | 0.20% | — | 953 | $245K |
| ArborFi Advisors, LLC | 0.24% | No change | 952 | $245K |
| Charles Schwab Trust Co | 0.02% | New | 952 | $245K |
| Valmark Advisers, Inc. | 0.00% | No change | 948 | $244K |
| WealthCare Investment Partners, LLC | 0.10% | Add +6.2% | 1,016 | $240K |
| Dynamic Financial Group | 0.24% | Add +0.3% | 932 | $239K |
| New Century Financial Group, LLC | 0.27% | Reduce -0.1% | 924 | $237K |
| NBT Bank, N.A. | 0.02% | Add +4.3% | 923 | $237K |
| Kathleen S. Wright Associates Inc. | 0.10% | Add +7.7% | 921 | $237K |
| Connecticut Wealth Management, LLC | 0.01% | New | 920 | $236K |
| Roxbury Financial LLC | 0.23% | Add +0.1% | 856 | $234K |
| Acas, LLC | 0.18% | No change | 910 | $234K |
| Wealthspan Partners, LLC | 0.11% | No change | 903 | $232K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 903 | $232K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 901 | $232K |
| Burney Co./ | 0.01% | No change | 900 | $231K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -11.8% | 899 | $231K |
| Certified Advisory Corp | 0.03% | Reduce -11.5% | 897 | $231K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 896 | $230K |
| LRI Investments, LLC | 0.02% | No change | 896 | $230K |
| Midwest Professional Planners, LTD. | 0.07% | No change | 895 | $230K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 892 | $229K |
| Briaud Financial Planning Inc | 0.09% | New | 894 | $229K |
| Avion Wealth | 0.06% | No change | 851 | $229K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +0.1% | 891 | $229K |
| Verum Partners LLC | 0.06% | Reduce -19.8% | 890 | $229K |
| Urban Financial Advisory Corp | 0.13% | Add +0.3% | 889 | $229K |
| Marco Investment Management LLC | 0.02% | No change | 889 | $229K |
| Great Lakes Advisors, LLC | 0.00% | No change | 889 | $229K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -23.3% | 887 | $228K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 887 | $228K |
| Francis Financial, Inc. | 0.06% | No change | 884 | $227K |
| Welch & Forbes LLC | 0.00% | No change | 884 | $227K |
| Detalus Advisors, LLC | 0.07% | New | 883 | $227K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | Reduce -1.4% | 877 | $226K |
| Bison Wealth, LLC | 0.02% | No change | 876 | $225K |
| Cooper Financial Group | 0.03% | Reduce -2.9% | 870 | $224K |
| Hilltop Wealth Advisors, LLC | 0.13% | Reduce -5.5% | 870 | $224K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 865 | $222K |
| Accredited Investors Inc. | 0.01% | Reduce -31.4% | 865 | $222K |
| Pacific Sun Financial Corp | 0.13% | No change | 860 | $221K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 858 | $221K |
| United Advisor Group, LLC | 0.05% | Reduce -1.7% | 857 | $220K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 857 | $220K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 854 | $220K |
| Revisor Wealth Management LLC | 0.10% | New | 853 | $219K |
| CFO4Life Group, LLC | 0.04% | No change | 845 | $217K |
| SilverOak Wealth Management LLC | 0.05% | No change | 842 | $216K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -11.8% | 841 | $216K |
| Quadrant Capital Group LLC | 0.01% | Reduce -36.0% | 841 | $216K |
| Compass Planning Associates Inc | 0.22% | Add +0.4% | 839 | $216K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 839 | $216K |
| Centric Wealth Management | 0.06% | New | 836 | $215K |
| Herold Advisors, Inc. | 0.05% | Reduce -53.2% | 835 | $215K |
| Cowa, LLC | 0.09% | No change | 829 | $213K |
| Sonoma Private Wealth LLC | 0.30% | New | 828 | $213K |
| Cabot Wealth Management Inc. | 0.03% | New | 827 | $213K |
| Lineweaver Wealth Advisors, LLC | 0.04% | No change | 822 | $211K |
| Orca Investment Management, LLC | 0.21% | No change | 822 | $211K |
| Axos Invest Inc. | 0.16% | Reduce -24.5% | 821 | $211K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 821 | $211K |
| Mairs & Power Inc. | 0.00% | No change | 821 | $211K |
| CNB Bank | 0.11% | No change | 820 | $211K |
| Royal Capital Wealth Management, LLC | 0.15% | Add +0.4% | 818 | $210K |
| First International Bank & Trust | 0.07% | No change | 817 | $210K |
| Aviance Capital Partners, LLC | 0.03% | No change | 814 | $209K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.6% | 813 | $209K |
| Associated Banc-Corp | 0.01% | Reduce -2.3% | 813 | $209K |
| Clarity Wealth Advisors, LLC | 0.06% | No change | 811 | $208K |
| Fiduciary Trust Co | 0.00% | Add +0.3% | 810 | $208K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.4% | 810 | $208K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -14.5% | 809 | $208K |
| PFG Advisors | 0.01% | Add +0.1% | 804 | $207K |
| Goodman Advisory Group, LLC | 0.06% | New | 803 | $206K |
| Scharf Investments, LLC | 0.01% | New | 800 | $206K |
| Michels Family Financial, LLC | 0.19% | Reduce -2.3% | 800 | $206K |
| Diversify Advisory Services, LLC | 0.01% | Add +2.8% | 804 | $205K |
| Tanager Wealth Management LLP | 0.03% | No change | 795 | $204K |
| Visionary Wealth Advisors | 0.01% | Reduce -10.4% | 793 | $204K |
| Golden State Wealth Management, LLC | 0.03% | Add +3.0% | 792 | $204K |
| North Capital, Inc. | 0.19% | — | 788 | $203K |
| AAF Wealth Management, LLC | 0.11% | No change | 787 | $202K |
| Heritage Investment Group, Inc. | 0.04% | No change | 787 | $202K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.9% | 785 | $202K |
| Promus Capital, LLC | 0.15% | No change | 783 | $201K |
| Kanawha Capital Management LLC | 0.02% | New | 782 | $201K |
| Argent Trust Co | 0.01% | No change | 782 | $201K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $200K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 773 | $199K |
| Clearstead Advisors, LLC | 0.00% | No change | 764 | $196K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.1% | 762 | $196K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 761 | $196K |
| Flagship Wealth Advisors, LLC | 0.08% | New | 750 | $193K |
| Hemington Wealth Management | 0.03% | Add +6.3% | 724 | $186K |
| Montag A & Associates Inc. | 0.01% | No change | 718 | $185K |
| Front Row Advisors LLC | 0.07% | Add +0.6% | 712 | $183K |
| Marquette Asset Management, LLC | 0.03% | Reduce -1.4% | 706 | $181K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -38.8% | 686 | $176K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +9.3% | 671 | $172K |
| Solstein Capital, LLC | 0.10% | No change | 665 | $171K |
| GoalVest Advisory LLC | 0.05% | Reduce -4.8% | 652 | $168K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +1.3% | 615 | $158K |
| Arax Advisory Partners | 0.01% | Reduce -19.2% | 610 | $157K |
| Ballast Advisors LLC | 0.05% | No change | 610 | $157K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -2.0% | 600 | $154K |
| Colonial Trust Advisors | 0.01% | Add +101.4% | 592 | $152K |
| Stephens Consulting, LLC | 0.04% | No change | 549 | $141K |
| Russell Investments Group, Ltd. | 0.00% | Add +47.0% | 544 | $140K |
| CVA Family Office, LLC | 0.02% | New | 535 | $138K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.6% | 518 | $133K |
| National Bank of Canada | 0.00% | New | 510 | $131K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 505 | $130K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 500 | $129K |
| Brooklyn Investment Group | 0.03% | New | 485 | $125K |
| Colonial Trust Co / SC | 0.02% | Reduce -3.4% | 484 | $124K |
| Bernard Wealth Management Corp. | 0.06% | No change | 483 | $124K |
| Curio Wealth, LLC | 0.06% | Reduce -99.5% | 2 | $120K |
| Smartleaf Asset Management LLC | 0.01% | Add +561.4% | 463 | $118K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 460 | $118K |
| GAMMA Investing LLC | 0.01% | No change | 459 | $118K |
| IFP Advisors, Inc | 0.00% | Add +3.0% | 453 | $116K |
| Private Trust Co. NA | 0.01% | No change | 448 | $115K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 443 | $114K |
| Motco | 0.01% | No change | 440 | $113K |
| one8zero8, LLC | 0.03% | No change | 432 | $111K |
| Headlands Technologies LLC | 0.01% | New | 425 | $109K |
| Hughes Financial Services, LLC | 0.02% | New | 414 | $107K |
| Caldwell Trust Co | 0.01% | No change | 410 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +71.8% | 402 | $103K |
| Hills Bank & Trust Co | 0.01% | New | 395 | $102K |
| Delta Asset Management LLC | 0.01% | No change | 386 | $99K |
| DT Investment Partners, LLC | 0.01% | No change | 369 | $95K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 367 | $94K |
| Grove Bank & Trust | 0.01% | No change | 366 | $94K |
| Pillar Financial Advisors, LLC | 0.07% | No change | 353 | $91K |
| Founders Financial Alliance, LLC | 0.02% | Add +2.6% | 349 | $90K |
| Ancora Advisors LLC | 0.00% | No change | 347 | $89K |
| Intelligent Financial Strategies | 0.05% | No change | 346 | $89K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 345 | $89K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 335 | $86K |
| Ameriflex Group, Inc. | 0.04% | Reduce -10.2% | 333 | $86K |
| First Pacific Financial | 0.02% | No change | 320 | $82K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 310 | $80K |
| Howe & Rusling Inc. | 0.01% | New | 307 | $79K |
| Union Savings Bank | 0.04% | No change | 293 | $75K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 282 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 273 | $70K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 272 | $70K |
| Colony Family Offices, LLC | 0.02% | No change | 270 | $69K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 251 | $64K |
| Perkins Coie Trust Co | 0.01% | Reduce -37.0% | 250 | $64K |
| Granite FO LLC | 0.04% | No change | 243 | $62K |
| Highline Wealth Partners LLC | 0.02% | No change | 241 | $62K |
| JDM Financial Group LLC | 0.03% | No change | 241 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 235 | $60K |
| Van Den Berg Management I, Inc. | 0.02% | No change | 234 | $60K |
| Sound Income Strategies, LLC | 0.00% | Add +48.4% | 233 | $60K |
| Powell Investment Advisors, LLC | 0.03% | No change | 227 | $58K |
| Rice Partnership, LLC | 0.01% | No change | 223 | $57K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 239 | $57K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +0.5% | 213 | $55K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $54K |
| Citadel Advisors | 0.00% | New | 208 | $53K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 200 | $51K |
| ORG Partners LLC | 0.01% | No change | 199 | $51K |
| Principia Wealth Advisory, LLC | 0.05% | No change | 197 | $49K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $49K |
| Orion Capital Management LLC | 0.02% | No change | 182 | $47K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $44K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $42K |
| Columbia River Financial Group, LLC | 0.03% | New | 166 | $42K |
| Millstone Evans Group, LLC | 0.03% | No change | 160 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | Add +16.5% | 155 | $40K |
| Tidemark, LLC | 0.01% | Add +111.3% | 150 | $38K |
| Hoertkorn Richard Charles | 0.02% | No change | 145 | $37K |
| Westside Investment Management, Inc. | 0.01% | No change | 143 | $37K |
| Sunbelt Securities, Inc. | 0.00% | No change | 142 | $37K |
| LGT Financial Advisors LLC | 0.11% | New | 142 | $36K |
| Red Tortoise LLC | 0.02% | No change | 141 | $36K |
| Wiser Advisor Group LLC | 0.05% | No change | 139 | $36K |
| Field & Main Bank | 0.01% | No change | 138 | $35K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 130 | $33K |
| Arlington Trust Co LLC | 0.01% | New | 117 | $30K |
| Perritt Capital Management Inc | 0.02% | No change | 114 | $30K |
| Crews Bank & Trust | 0.00% | No change | 110 | $28K |
| Transce3nd, LLC | 0.01% | Reduce -95.4% | 108 | $28K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 103 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $26K |
| Inlight Wealth Management, LLC | 0.01% | New | 94 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 93 | $24K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 92 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 82 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 81 | $21K |
| Hurley Capital, LLC | 0.02% | New | 78 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 77 | $20K |
| Broadwater Capital Management LLC | 0.02% | No change | 75 | $19K |
| Whipplewood Advisors, LLC | 0.01% | New | 294 | $19K |
| Tucker Asset Management LLC | 0.01% | Add +42.3% | 74 | $19K |
| Northwest Capital Management Inc | 0.01% | No change | 69 | $18K |
| West Financial Advisors, LLC | 0.00% | Reduce -12.8% | 68 | $17K |
| Semmax Financial Advisors Inc. | 0.00% | Add +1220.0% | 66 | $17K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 63 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $15K |
| Archer Investment Corp | 0.00% | No change | 59 | $15K |
| Sittner & Nelson, LLC | 0.01% | New | 51 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 50 | $13K |
| Clean Yield Group | 0.00% | No change | 40 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.2% | 40 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 39 | $10K |
| PSI Advisors, LLC | 0.00% | Reduce -89.2% | 37 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 34 | $9K |
| Creekmur Asset Management LLC | 0.00% | New | 34 | $9K |
| PFS Partners, LLC | 0.00% | No change | 33 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $8K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -27.9% | 31 | $8K |
| WestEnd Advisors, LLC | 0.00% | Reduce -81.5% | 31 | $8K |
| Moser Wealth Advisors, LLC | 0.00% | New | 30 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 28 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 28 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -44.4% | 25 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 24 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 24 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $6K |
| Operose Advisors LLC | 0.00% | No change | 17 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 17 | $4K |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 16 | $4K |
| Vision Financial Markets LLC | 0.00% | No change | 16 | $4K |
| 2UniFi Bank | 0.00% | No change | 14 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 13 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 12 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 11 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 10 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 9 | $2K |
| West Branch Capital LLC | 0.00% | No change | 9 | $2K |
| Nvwm, LLC | 0.00% | No change | 8 | $2K |
| New Republic Capital, LLC | 0.00% | New | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 2 | $514 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $258 |
"% of holder's portfolio" is VV's weight in each manager's 13F, not the share of Vngrd Mrgstr LRG-Cap ETF-Usd the manager owns.