Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q2 2025 (June 30)1,229holders +43
96new positions
49sold out
4famous investors
$284.39avg. 13F price*
At the end of Q2 2025, 1,229 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 43 from Q1 2025. 96 opened new positions and 49 sold out. The largest holders were Jones Financial Companies LLLP ($4.8B), Creative Planning ($3.6B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.9B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrgstr LRG-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2025)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $270.5M |
| Exits | 49 | $42.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,941,220 shares bought and 2,248,683 shares sold, net +2,692,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,229 holders
| Jones Financial Companies LLLP | 3.62% | Add +4.1% | 16,788,189 | $4.8B |
| Creative Planning | 3.07% | Reduce -0.7% | 12,591,614 | $3.6B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 15.11% | No change | 6,543,317 | $1.9B |
| Vanguard Group Inc. | 0.02% | Add +3.3% | 3,594,803 | $1.0B |
| Bank of America Corp. | 0.07% | Reduce -3.0% | 2,926,615 | $835.0M |
| Morgan Stanley | 0.05% | Add +3.8% | 2,828,371 | $806.9M |
| Northwestern Mutual Wealth Management Co. | 0.58% | Add +4.3% | 2,776,752 | $792.2M |
| UBS Group AG | 0.13% | Add +1.4% | 2,257,123 | $644.0M |
| PNC Financial Services Group, Inc. | 0.39% | Add +0.7% | 2,123,462 | $605.8M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -16.9% | 1,943,727 | $554.5M |
| Johnson Financial Group, LLC | 43.56% | Add +12.0% | 1,610,784 | $459.6M |
| FMR LLC | 0.03% | Reduce -1.4% | 1,565,789 | $446.7M |
| Envestnet Asset Management Inc. | 0.13% | Add +14.3% | 1,545,138 | $440.8M |
| Wells Fargo & Company | 0.10% | Add +3.1% | 1,520,623 | $433.8M |
| Moneta Group Investment Advisors LLC | 4.36% | Add +16.7% | 1,282,119 | $365.8M |
| Tiaa Trust, National Association | 0.83% | Add +4.4% | 1,123,039 | $320.4M |
| Wealthspire Advisors, LLC | 1.76% | Add +26.2% | 1,096,878 | $312.9M |
| Capital Asset Advisory Services LLC | 13.99% | Add +0.4% | 1,048,931 | $299.0M |
| Axxcess Wealth Management, LLC | 7.13% | Reduce -0.2% | 1,041,825 | $297.2M |
| LPL Financial LLC | 0.08% | Add +0.9% | 806,765 | $230.2M |
| Pathstone Holdings, LLC | 0.90% | Reduce -1.4% | 800,963 | $228.5M |
| Ameriprise Financial Inc. | 0.06% | Add +3.0% | 800,400 | $228.4M |
| Royal Bank of Canada | 0.04% | Add +0.9% | 789,095 | $225.1M |
| Wealthfront Advisers LLC | 0.58% | Reduce -3.9% | 787,211 | $224.6M |
| JFG Wealth Management, LLC | 45.28% | Add +5.1% | 758,573 | $216.4M |
| Wealthquest Corp | 16.17% | Add +0.6% | 718,552 | $205.0M |
| Raymond James Financial Inc. | 0.07% | Add +1.7% | 710,811 | $202.8M |
| Voya Financial Advisors, Inc. | 19.67% | Add +17.7% | 685,315 | $195.0M |
| Balentine LLC | 6.71% | Reduce -48.3% | 604,047 | $172.3M |
| Bleakley Financial Group, LLC | 4.02% | Add +5.9% | 554,389 | $158.2M |
| Mariner, LLC | 0.22% | Add +10.4% | 525,269 | $149.8M |
| Cresset Asset Management, LLC | 0.75% | Reduce -8.1% | 520,573 | $149.0M |
| James J. Burns & Company, LLC | 24.14% | Reduce -2.0% | 518,733 | $148.0M |
| Focus Partners Wealth | 0.32% | Add +26.1% | 511,017 | $145.8M |
| Coldstream Capital Management Inc. | 2.21% | Reduce -1.2% | 473,129 | $135.0M |
| Mason & Associates, LLC | 33.79% | Add +10.9% | 471,739 | $134.6M |
| GeoWealth Management, LLC | 5.24% | Add +11.5% | 470,837 | $134.3M |
| Millburn Ridgefield LLC | 2.97% | Reduce -4.9% | 432,707 | $123.5M |
| Catalyst Capital Advisors LLC | 2.49% | Reduce -4.9% | 432,707 | $123.5M |
| Garde Capital, Inc. | 6.60% | Add +0.1% | 432,039 | $123.3M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -0.1% | 395,745 | $112.9M |
| Signaturefd, LLC | 1.91% | Reduce -1.7% | 392,816 | $112.1M |
| Ballentine Partners, LLC | 1.68% | Add +0.1% | 390,493 | $111.4M |
| Baltimore-Washington Financial Advisors, Inc. | 4.95% | Reduce -3.5% | 372,042 | $106.1M |
| Cetera Investment Advisers | 0.18% | Add +7.9% | 366,165 | $104.5M |
| Heartwood Wealth Advisors LLC | 10.49% | Add +1.0% | 352,178 | $100.5M |
| Pittenger & Anderson Inc. | 3.45% | Add +0.4% | 331,224 | $94.5M |
| Plante Moran Financial Advisors, LLC | 6.61% | Add +113.5% | 329,513 | $94.0M |
| Equitable Holdings, Inc. | 0.77% | Add +2.4% | 328,031 | $93.6M |
| JPMorgan Chase & Co. | 0.01% | Add +17.0% | 320,589 | $91.5M |
| Truepoint, Inc. | 2.21% | Reduce -0.1% | 311,394 | $88.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 304,457 | $86.9M |
| MML Investors Services, LLC | 0.25% | Add +1.9% | 300,761 | $85.8M |
| Norinchukin Bank, The | 1.27% | New | 300,000 | $85.6M |
| MilWealth Group LLC | 21.94% | Add +1.3% | 298,605 | $85.2M |
| Fifth Third Bancorp | 0.29% | Reduce -1.7% | 295,334 | $84.3M |
| Agf Management Ltd. | 0.35% | Reduce -0.4% | 268,518 | $76.6M |
| Transamerica Financial Advisors, LLC | 6.81% | Reduce -3.5% | 254,442 | $72.6M |
| Captrust Financial Advisors | 0.16% | Add +0.0% | 246,168 | $70.2M |
| Juncture Wealth Strategies, LLC | 24.13% | Add +1.1% | 238,093 | $67.9M |
| Parallel Advisors, LLC | 1.33% | Add +5.0% | 233,612 | $66.6M |
| Baker Avenue Asset Management, LP | 1.87% | Add +3.7% | 230,728 | $65.8M |
| IMA Advisory Services, Inc. | 6.77% | Add +6.7% | 222,243 | $63.1M |
| Trust Point Inc. | 5.90% | Reduce -6.2% | 219,163 | $62.5M |
| Riversedge Advisors, LLC | 12.15% | Add +94.9% | 217,692 | $62.1M |
| Sunflower Bank, N.A. | 15.10% | Add +10.4% | 209,344 | $59.7M |
| Addis & Hill, Inc | 38.41% | Reduce -0.2% | 206,179 | $58.8M |
| Jaffetilchin Investment Partners, LLC | 3.77% | Add +0.1% | 202,141 | $57.7M |
| Osaic Holdings, Inc. | 0.10% | Reduce -10.3% | 193,838 | $55.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.3% | 186,108 | $53.7M |
| Badgley Phelps Wealth Managers, LLC | 1.05% | Add +1.0% | 165,723 | $47.4M |
| Acropolis Investment Management, LLC | 2.60% | Add +11.5% | 166,188 | $47.4M |
| VSM Wealth Advisory, LLC | 15.58% | Reduce -1.0% | 165,286 | $47.2M |
| QRG Capital Management, Inc. | 0.41% | Add +4.3% | 162,951 | $46.5M |
| Haverford Trust Co | 0.44% | Add +6.6% | 161,911 | $46.2M |
| Ieq Capital, LLC | 0.28% | Reduce -2.5% | 160,826 | $45.9M |
| Two Sigma Investments, LP | 0.08% | New | 156,400 | $44.6M |
| Kathmere Capital Management, LLC | 3.43% | Add +1.7% | 156,138 | $44.5M |
| JMG Financial Group, Ltd. | 1.32% | Reduce -0.6% | 153,000 | $43.7M |
| Hurlow Wealth Management Group, Inc. | 12.02% | Add +4.0% | 149,114 | $42.5M |
| Obsidian Cio, LLC | 5.68% | Reduce -8.0% | 136,985 | $39.1M |
| McIlrath & Eck, LLC | 4.40% | Reduce -6.4% | 135,139 | $38.6M |
| Woodard & Co. Asset Management Group Inc. | 6.99% | Add +1.8% | 133,457 | $38.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -1.9% | 132,893 | $37.9M |
| Pure Financial Advisors, LLC | 0.65% | Add +2.0% | 129,189 | $36.9M |
| Betterment LLC | 0.07% | Add +51.0% | 117,766 | $33.6M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -0.4% | 116,890 | $33.3M |
| Cerity Partners LLC | 0.06% | Reduce -1.9% | 116,786 | $33.3M |
| Koesten, Hirschmann & Crabtree, INC. | 17.15% | Add +3.8% | 116,185 | $33.1M |
| HighTower Advisors, LLC | 0.04% | Add +10.3% | 114,302 | $32.6M |
| Sage Financial Group Inc. | 2.41% | Add +2.0% | 114,287 | $32.6M |
| Corient Private Wealth LP | 0.04% | Reduce -8.4% | 114,202 | $32.6M |
| SCS Capital Management LLC | 0.36% | Reduce -0.4% | 113,825 | $32.5M |
| Comerica Bank | 0.12% | Reduce -15.6% | 112,349 | $32.1M |
| Latigo Investments, LLC | 16.01% | No change | 108,982 | $31.1M |
| Leavell Investment Management, Inc. | 1.34% | Reduce -2.0% | 104,807 | $30.0M |
| Oak Hill Wealth Advisors, LLC | 5.73% | Reduce -2.0% | 96,550 | $27.6M |
| Truist Financial Corp. | 0.04% | Add +13.6% | 94,910 | $27.1M |
| BlueSky Wealth Advisors, LLC | 3.89% | Add +18.1% | 93,800 | $26.8M |
| James Reed Financial Services, Inc. | 23.47% | Add +7.3% | 90,660 | $25.9M |
| TD Capital Management LLC | 2.39% | Reduce -0.7% | 88,836 | $25.3M |
| Modern Wealth Management, LLC | 0.62% | Reduce -3.6% | 88,315 | $25.2M |
| AQR Capital Management | 0.02% | Add +12.3% | 88,232 | $25.2M |
| Nordwand Advisors, LLC | 3.89% | New | 87,000 | $24.8M |
| Roble, Belko & Company, Inc | 3.54% | Add +8.9% | 85,309 | $24.3M |
| NewEdge Wealth, LLC | 0.38% | Add +1.8% | 83,232 | $24.3M |
| &partners | 0.18% | Add +3.9% | 84,449 | $24.1M |
| Moller Wealth Partners | 5.31% | Reduce -1.4% | 84,325 | $24.1M |
| Bristlecone Advisors, LLC | 2.00% | Reduce -2.1% | 83,545 | $23.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.0% | 80,956 | $23.1M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +0.3% | 78,529 | $22.4M |
| Abound Wealth Management | 6.33% | Add +474.7% | 78,515 | $22.4M |
| Atria Investments, Inc | 0.26% | Reduce -1.8% | 77,736 | $22.2M |
| Financial Management Professionals, Inc. | 2.43% | New | 75,507 | $21.6M |
| Pinnacle Associates Ltd. | 0.30% | Add +0.3% | 72,719 | $20.7M |
| Verus Financial Partners, Inc. | 2.10% | Reduce -0.6% | 71,721 | $20.6M |
| Kennicott Capital Management LLC | 11.59% | Add +3.8% | 71,211 | $20.3M |
| Choreo, LLC | 0.28% | Reduce -5.0% | 70,907 | $20.3M |
| Wealth Architects, LLC | 2.04% | Add +4.6% | 70,244 | $20.0M |
| Arcadia Investment Advisors LLC | 10.08% | Add +0.2% | 68,184 | $19.5M |
| SPC Financial, Inc. | 1.62% | Add +687.5% | 67,835 | $19.4M |
| Texas Capital Bank Wealth Management Services Inc | 1.76% | Add +2.3% | 66,003 | $18.8M |
| Trustmark Bank Trust Department | 1.29% | Add +1.9% | 65,674 | $18.7M |
| Whittier Trust Co. of Nevada Inc. | 0.42% | Add +0.3% | 64,993 | $18.5M |
| Mb, Levis & Associates, LLC | 8.06% | Add +3.6% | 64,299 | $18.3M |
| JNBA Financial Advisors | 1.73% | Add +94.1% | 62,964 | $18.0M |
| Miller Investment Management, LP | 1.86% | Add +5.2% | 62,225 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 61,895 | $17.7M |
| Blueprint Financial Advisors LLC | 5.63% | New | 61,515 | $17.6M |
| Atmos Advisory, LLC | 11.17% | Add +1.5% | 61,410 | $17.5M |
| Naples Global Advisors, LLC | 1.50% | Add +0.5% | 61,059 | $17.5M |
| Advocate Group LLC | 3.10% | Add +3.3% | 60,706 | $17.3M |
| First Hawaiian Bank | 2.33% | Add +0.6% | 60,079 | $17.1M |
| Wheelhouse Advisory Group LLC | 8.43% | Add +4.2% | 59,934 | $17.1M |
| St. Louis Trust Co | 2.27% | Add +10.2% | 59,787 | $17.1M |
| Blueprint Investment Partners LLC | 2.93% | New | 57,874 | $16.5M |
| Strategic Equity Management | 6.06% | Reduce -30.7% | 57,706 | $16.5M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -1.7% | 56,867 | $16.2M |
| Investors Research Corp | 3.14% | Add +7.5% | 56,172 | $16.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 55,768 | $15.9M |
| Farrell Financial LLC | 10.67% | Reduce -2.5% | 55,719 | $15.9M |
| Tarbox Family Office, Inc. | 2.37% | Reduce -7.1% | 55,152 | $15.7M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -18.2% | 54,975 | $15.7M |
| Chatham Capital Group, Inc. | 2.38% | Add +1.1% | 54,786 | $15.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.35% | Add +0.0% | 53,468 | $15.3M |
| Northern Capital Management, Inc. | 8.95% | Add +2.8% | 53,310 | $15.2M |
| HBK Sorce Advisory LLC | 0.41% | Add +71.6% | 53,275 | $15.2M |
| Proffitt & Goodson Inc. | 2.31% | Add +54.8% | 53,137 | $15.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -2.8% | 52,725 | $15.0M |
| Total Investment Management Inc. | 2.17% | Reduce -1.3% | 52,545 | $15.0M |
| CX Institutional | 0.52% | Reduce -15.8% | 52,328 | $14.9M |
| Integris Wealth Management, LLC | 3.89% | Reduce -1.3% | 52,216 | $14.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -8.5% | 51,646 | $14.7M |
| Quantinno Capital Management LP | 0.06% | Add +82.9% | 51,574 | $14.7M |
| Horizons Wealth Management | 10.58% | Add +0.8% | 51,271 | $14.6M |
| Riverpoint Wealth Management Holdings, LLC | 3.39% | Reduce -1.3% | 50,574 | $14.4M |
| Biltmore Family Office, LLC | 2.42% | Reduce -3.7% | 50,147 | $14.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.9% | 49,522 | $14.1M |
| Madison Asset Management, LLC | 0.15% | Add +1.8% | 49,514 | $14.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -15.2% | 49,111 | $14.0M |
| Capital Advisors, Ltd. LLC | 1.73% | Add +0.2% | 49,061 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 48,966 | $14.0M |
| Founders Grove Wealth Partners, LLC | 3.47% | Add +16.4% | 48,449 | $13.8M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Reduce -4.3% | 48,105 | $13.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 47,831 | $13.6M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -2.2% | 46,938 | $13.4M |
| Destination Wealth Management | 0.39% | Reduce -2.6% | 46,680 | $13.3M |
| Headinvest, LLC | 2.84% | Add +1.6% | 46,663 | $13.3M |
| AlphaCore Capital LLC | 0.50% | Reduce -24.5% | 45,949 | $13.1M |
| Amtrust Financial Services, Inc. | 4.69% | No change | 45,800 | $13.1M |
| Smithfield Trust Co | 0.61% | Add +32.6% | 45,338 | $12.9M |
| Daner Wealth Management, LLC | 8.90% | — | 43,470 | $12.9M |
| Wooster Corthell Wealth Management, Inc. | 2.38% | No change | 44,990 | $12.8M |
| Keybank National Association | 0.05% | Add +0.2% | 44,715 | $12.8M |
| SC&H Financial Advisors, Inc. | 2.18% | Reduce -0.5% | 44,691 | $12.8M |
| MAI Capital Management | 0.09% | Add +0.6% | 44,642 | $12.7M |
| Prime Buchholz LLC | 4.06% | No change | 44,497 | $12.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +20.2% | 44,394 | $12.7M |
| Intergy Private Wealth, LLC | 4.30% | Add +6.9% | 44,210 | $12.6M |
| Stonegate Investment Group, LLC | 0.32% | Add +2.4% | 43,925 | $12.5M |
| TFC Financial Management, Inc. | 1.71% | Add +55.8% | 43,874 | $12.5M |
| Fusion Family Wealth, LLC | 1.06% | Reduce -2.4% | 43,829 | $12.5M |
| D.A. Davidson & Co. | 0.09% | Reduce -7.8% | 43,740 | $12.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -0.3% | 43,174 | $12.3M |
| Integrated Advisors Network LLC | 0.54% | Add +1746.6% | 41,733 | $11.9M |
| Gibraltar Capital Management, Inc. | 2.31% | Add +556.8% | 266,865 | $11.8M |
| Blackston Financial Advisory Group, LLC | 7.36% | Reduce -5.4% | 41,249 | $11.8M |
| US Bancorp \de | 0.01% | Add +5.4% | 41,184 | $11.8M |
| Wedmont Private Capital | 0.50% | Reduce -6.9% | 40,433 | $11.6M |
| Brighton Jones LLC | 0.31% | Add +0.3% | 40,269 | $11.5M |
| Plancorp, LLC | 0.39% | No change | 39,327 | $11.2M |
| Idaho Trust Co | 4.01% | Add +4.1% | 39,297 | $11.2M |
| Moneywise, Inc. | 5.25% | Reduce -28.7% | 39,251 | $11.2M |
| Cornerstone Advisors Asset Management, LLC | 2.16% | Add +0.3% | 39,247 | $11.2M |
| Cranbrook Wealth Management, LLC | 2.39% | Add +0.7% | 39,214 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +11.8% | 39,168 | $11.2M |
| Venture Visionary Partners LLC | 0.42% | Add +0.0% | 39,030 | $11.1M |
| Leeward Financial Partners, LLC | 3.52% | Reduce -16.9% | 38,962 | $11.1M |
| Allworth Financial LP | 0.05% | Add +16.7% | 38,369 | $10.9M |
| Gibson Capital, LLC | 2.15% | Reduce -0.3% | 38,220 | $10.9M |
| Beacon Capital Management, LLC | 1.47% | Reduce -28.0% | 38,141 | $10.9M |
| Ledyard National Bank | 1.02% | Reduce -3.2% | 37,997 | $10.8M |
| Brown Advisory Inc. | 0.01% | Reduce -3.8% | 37,841 | $10.8M |
| Private Advisor Group, LLC | 0.06% | Add +12.1% | 37,772 | $10.8M |
| Patriot Investment Management Group, Inc. | 0.74% | Reduce -1.6% | 37,421 | $10.7M |
| Continuum Advisory, LLC | 1.27% | Reduce -0.4% | 36,894 | $10.5M |
| BIP Wealth, LLC | 0.64% | Reduce -0.5% | 36,244 | $10.3M |
| Capital Planning LLC | 3.19% | Add +0.8% | 35,485 | $10.2M |
| Whittier Trust Co. | 0.12% | Add +5.8% | 35,521 | $10.1M |
| Gotham Asset Management | 0.06% | Add +307.1% | 35,192 | $10.0M |
| Northeast Investment Management | 0.42% | No change | 34,100 | $9.7M |
| Nwam LLC | 0.55% | Add +16.7% | 33,230 | $9.5M |
| Transcend Capital Advisors, LLC | 0.73% | Reduce -2.3% | 33,123 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.9% | 33,061 | $9.4M |
| CENTRAL TRUST Co | 0.21% | Add +0.0% | 32,426 | $9.3M |
| Citizens Financial Group Inc. | 0.15% | Add +1.5% | 32,153 | $9.2M |
| SageView Advisory Group, LLC | 0.35% | Reduce -16.8% | 31,077 | $9.1M |
| Tortoise Investment Management, LLC | 0.87% | Add +4.8% | 31,922 | $9.1M |
| Gradient Capital Advisors, LLC | 2.66% | Add +62.6% | 31,558 | $9.0M |
| Orin Green Financial, LLC | 3.75% | Reduce -1.3% | 31,067 | $8.9M |
| Quadrant Capital Group LLC | 0.31% | Add +3533.4% | 30,557 | $8.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.11% | Add +0.7% | 29,308 | $8.6M |
| Summit Trail Advisors, LLC | 0.14% | New | 29,458 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.2% | 29,477 | $8.4M |
| Mayport, LLC | 1.99% | Reduce -0.1% | 29,060 | $8.3M |
| Simmons Bank | 0.59% | Reduce -2.6% | 28,821 | $8.2M |
| 1900 Wealth Management LLC | 0.62% | Reduce -4.4% | 28,689 | $8.2M |
| Novak & Powell Financial Services, Inc. | 5.67% | Reduce -4.1% | 28,669 | $8.2M |
| Cary Street Partners Financial LLC | 0.23% | Reduce -0.7% | 51,476 | $8.0M |
| Yeomans Consulting Group, Inc. | 3.32% | New | 28,149 | $8.0M |
| HB Wealth Management, LLC | 0.06% | Reduce -27.9% | 27,834 | $7.9M |
| Valeo Financial Advisors, LLC | 0.19% | Add +1049.3% | 27,595 | $7.9M |
| Sculati Wealth Management, LLC | 2.89% | Reduce -64.8% | 26,935 | $7.7M |
| Glenview Trust Co | 0.13% | Add +0.8% | 26,574 | $7.6M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.2% | 26,489 | $7.6M |
| Armbruster Capital Management, Inc. | 1.36% | No change | 26,327 | $7.5M |
| Ameritas Advisory Services, LLC | 0.38% | Add +255.4% | 25,858 | $7.4M |
| World Investment Advisors | 0.17% | Add +2.4% | 25,777 | $7.4M |
| Texas Yale Capital Corp. | 0.24% | No change | 25,748 | $7.3M |
| Apexium Financial, LP | 0.39% | Reduce -1.9% | 25,619 | $7.3M |
| Farther Finance Advisors, LLC | 0.15% | Add +8.1% | 25,420 | $7.3M |
| City Holding Co. | 0.95% | Add +13.8% | 25,382 | $7.2M |
| Adams Wealth Management | 1.38% | Reduce -66.4% | 25,360 | $7.2M |
| CacheTech Inc. | 1.33% | Reduce -66.8% | 25,360 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -12.3% | 24,798 | $7.1M |
| Mather Group, Llc. | 0.07% | Reduce -2.7% | 24,447 | $7.0M |
| Modera Wealth Management, LLC | 0.09% | Add +8.3% | 24,362 | $7.0M |
| Fairway Wealth LLC | 2.21% | Reduce -7.3% | 24,224 | $6.9M |
| Bank of Montreal | 0.00% | Add +0.6% | 23,870 | $6.8M |
| Flagship Harbor Advisors, LLC | 0.32% | Reduce -2.2% | 23,849 | $6.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -0.6% | 23,484 | $6.7M |
| Assetmark, Inc. | 0.02% | Add +37.1% | 23,423 | $6.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Reduce -0.1% | 23,104 | $6.6M |
| Sage Financial Management Group, Inc. | 2.28% | Reduce -4.4% | 23,093 | $6.6M |
| Clarius Group, LLC | 0.38% | Add +13.9% | 23,071 | $6.6M |
| Commerce Bank | 0.04% | Reduce -2.1% | 22,890 | $6.5M |
| Sawgrass Asset Management LLC | 0.74% | Reduce -0.9% | 22,802 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.8% | 22,735 | $6.5M |
| McAdam, LLC | 0.35% | Add +123.8% | 22,537 | $6.4M |
| Marietta Wealth Management, LLC | 0.84% | Add +1.6% | 22,515 | $6.4M |
| Patron Partners, LLC | 3.17% | Add +14.5% | 22,459 | $6.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +98.2% | 22,260 | $6.4M |
| Kendall Capital Management | 1.67% | No change | 22,102 | $6.3M |
| Lodestar Private Asset Management LLC | 0.72% | Reduce -2.3% | 21,990 | $6.3M |
| Pioneer Wealth Management Group | 2.32% | Add +62.8% | 21,911 | $6.3M |
| Red Wave Investments LLC | 2.05% | Reduce -0.8% | 21,825 | $6.2M |
| Avior Wealth Management, LLC | 0.21% | Reduce -5.2% | 21,765 | $6.2M |
| Cascade Financial Partners, LLC | 0.74% | Reduce -0.6% | 21,719 | $6.2M |
| Lion Street Advisors, LLC | 1.86% | No change | 21,541 | $6.1M |
| Dorsey & Whitney Trust CO LLC | 0.32% | No change | 21,363 | $6.1M |
| Intrust Bank NA | 0.53% | Add +15.5% | 21,109 | $6.0M |
| Ironwood Financial, llc | 1.24% | No change | 22,522 | $5.8M |
| Kohmann Bosshard Financial Services, LLC | 0.64% | Add +72.3% | 20,149 | $5.7M |
| OneAscent Financial Services LLC | 0.41% | Reduce -47.2% | 19,990 | $5.7M |
| Black Diamond Financial, LLC | 0.88% | Reduce -0.2% | 19,781 | $5.6M |
| Ifrah Financial Services, Inc. | 1.53% | Reduce -1.4% | 19,648 | $5.6M |
| Human Investing LLC | 0.88% | Add +70.8% | 19,560 | $5.6M |
| Soundwatch Capital LLC | 0.95% | Add +5.4% | 20,926 | $5.6M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -0.6% | 19,274 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Reduce -10.1% | 19,119 | $5.5M |
| Mission Wealth Management, LP | 0.12% | Add +296.8% | 18,982 | $5.4M |
| Bawa N Mallick Trust | 2.18% | No change | 18,500 | $5.3M |
| Citigroup Inc. | 0.00% | Add +1.5% | 18,438 | $5.3M |
| Compound Planning, Inc. | 0.20% | Reduce -15.8% | 18,164 | $5.2M |
| One Capital Management, LLC | 0.18% | Add +0.6% | 18,046 | $5.1M |
| Ritholtz Wealth Management | 0.11% | Add +14.1% | 18,025 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | New | 17,841 | $5.1M |
| Councilor Wealth, LLC | 2.36% | Add +0.7% | 17,697 | $5.0M |
| Riverview Trust Co | 6.30% | No change | 17,649 | $5.0M |
| Phillips Financial Management, LLC | 0.36% | Add +3.1% | 17,372 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -1.5% | 17,346 | $4.9M |
| Infinity Wealth Counsel, LLC | 4.91% | Add +0.5% | 17,014 | $4.9M |
| IFG Advisory, LLC | 0.24% | Add +1.1% | 16,711 | $4.8M |
| PDS Planning, Inc | 0.35% | Reduce -12.5% | 16,598 | $4.7M |
| Apella Capital, LLC | 0.13% | Add +1572.2% | 16,488 | $4.7M |
| Objective Capital Management, LLC | 5.30% | No change | 16,524 | $4.7M |
| Tumwater Wealth Management, LLC | 2.19% | No change | 16,510 | $4.7M |
| Glenmede Investment Management, LP | 0.02% | — | 16,469 | $4.7M |
| BOK Financial Private Wealth, Inc. | 0.31% | No change | 16,328 | $4.7M |
| Transcendent Capital Group LLC | 2.39% | Add +1.4% | 16,274 | $4.6M |
| Pitcairn Co. | 0.30% | No change | 16,112 | $4.6M |
| Warwick Investment Management, Inc. | 0.89% | Reduce -0.8% | 16,042 | $4.6M |
| WASHINGTON TRUST Co | 0.16% | Reduce -0.3% | 16,025 | $4.6M |
| Sax Wealth Advisors, LLC | 0.28% | Reduce -1.1% | 16,012 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.30% | Reduce -3.5% | 15,779 | $4.5M |
| Magnolia Capital Advisors LLC | 1.13% | Reduce -11.3% | 15,758 | $4.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +16.0% | 15,740 | $4.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 15,736 | $4.5M |
| Interactive Financial Advisors, Inc. | 2.16% | Reduce -5.1% | 15,495 | $4.4M |
| Watershed Private Wealth LLC | 1.61% | Reduce -0.1% | 15,478 | $4.4M |
| FC Advisory LLC | 1.36% | Reduce -6.8% | 15,473 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +13.2% | 15,380 | $4.4M |
| Rehmann Capital Advisory Group | 0.26% | Add +119.7% | 15,208 | $4.3M |
| BLB&B Advisors, LLC | 0.20% | Reduce -4.9% | 15,000 | $4.3M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -0.7% | 14,507 | $4.1M |
| KMG Fiduciary Partners, LLC | 0.30% | Reduce -0.3% | 14,330 | $4.1M |
| Country Club Bank | 0.26% | Add +4.3% | 14,326 | $4.1M |
| Financial Connections Group, Inc. | 1.67% | No change | 14,166 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.57% | Add +11.0% | 14,160 | $4.0M |
| Fiducient Advisors LLC | 0.49% | Reduce -3.8% | 14,087 | $4.0M |
| SWP Financial LLC | 2.19% | Reduce -0.0% | 13,941 | $4.0M |
| Gainplan LLC | 1.81% | Reduce -50.6% | 13,936 | $4.0M |
| SigFig Wealth Management, LLC | 0.13% | Add +8.0% | 13,721 | $3.9M |
| Medallion Wealth Advisors, LLC | 1.51% | Reduce -4.8% | 13,672 | $3.9M |
| Secure Asset Management, LLC | 0.72% | New | 13,552 | $3.9M |
| PCG Wealth Advisors, LLC | 1.95% | Reduce -1.1% | 13,388 | $3.8M |
| Aspiriant, LLC | 0.12% | Reduce -2.1% | 13,337 | $3.8M |
| Bragg Financial Advisors, Inc | 0.13% | Reduce -1.0% | 13,127 | $3.7M |
| Brooklyn FI, LLC | 0.95% | Add +184.6% | 13,009 | $3.7M |
| SoundView Advisors Inc. | 1.37% | Add +27.4% | 12,998 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.93% | Reduce -23.4% | 12,934 | $3.7M |
| SouthState Bank Corp | 0.16% | Add +1.2% | 12,805 | $3.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +15.3% | 12,696 | $3.6M |
| Financial Insights, Inc. | 1.32% | No change | 12,626 | $3.6M |
| Caitlin John, LLC | 3.28% | Reduce -13.1% | 12,623 | $3.6M |
| Parsons Capital Management Inc. | 0.22% | Reduce -2.2% | 12,579 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -1.8% | 12,570 | $3.6M |
| Evanson Asset Management, LLC | 0.22% | Reduce -1.4% | 12,565 | $3.6M |
| PrairieView Partners, LLC | 0.34% | No change | 12,429 | $3.5M |
| Atticus Wealth Management, LLC | 0.95% | Reduce -0.8% | 12,268 | $3.5M |
| Zhang Financial LLC | 0.16% | Add +291.2% | 12,076 | $3.4M |
| Roundview Capital LLC | 0.23% | Reduce -5.2% | 11,948 | $3.4M |
| Beaumont Financial Advisors, LLC | 0.25% | Add +9.3% | 11,878 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +9.6% | 11,827 | $3.4M |
| Sapient Capital LLC | 0.06% | Add +15.2% | 11,758 | $3.4M |
| ARK & TLK Investments, LLC | 1.07% | Reduce -0.6% | 11,709 | $3.3M |
| Fortem Financial Group, LLC | 1.07% | Add +0.5% | 11,681 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.25% | Reduce -1.4% | 11,407 | $3.3M |
| Coppell Advisory Solutions LLC | 0.39% | Add +0.8% | 11,434 | $3.3M |
| Park Avenue Securities LLC | 0.03% | New | 11,396 | $3.3M |
| Sheets Smith Wealth Management | 0.38% | Reduce -2.4% | 11,394 | $3.3M |
| Wells Financial Advisors INC | 4.45% | Reduce -15.3% | 11,344 | $3.2M |
| Capital Squared Financial LLC | 3.75% | — | 11,259 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.34% | Add +3.3% | 11,159 | $3.2M |
| Harbour Investments, Inc. | 0.08% | Add +76.1% | 11,118 | $3.2M |
| Founders Financial Securities LLC | 0.24% | Add +5.0% | 11,035 | $3.1M |
| Mathes Company, Inc. | 1.17% | No change | 10,961 | $3.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.22% | Add +1.0% | 10,841 | $3.1M |
| Dahring | Cusmano LLC | 2.39% | Reduce -0.5% | 10,771 | $3.1M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -4.1% | 10,623 | $3.0M |
| Savvy Advisors, Inc. | 0.20% | Add +51.4% | 10,496 | $3.0M |
| Obermeyer Wealth Partners | 0.15% | No change | 10,489 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.68% | Reduce -9.6% | 10,410 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 10,393 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -4.7% | 10,359 | $3.0M |
| Boston Family Office LLC | 0.20% | No change | 10,350 | $3.0M |
| Cardiff Park Advisors, LLC | 0.25% | Add +0.2% | 10,310 | $2.9M |
| Astra Wealth Partners LLC | 2.36% | Add +32.5% | 10,273 | $2.9M |
| Pinnacle Financial Group, LLC / IL | 0.96% | Reduce -0.1% | 10,023 | $2.9M |
| Royal Fund Management, LLC | 0.30% | Add +1.0% | 9,906 | $2.8M |
| Brown Brothers Harriman & Co. | 0.02% | Add +74.2% | 9,889 | $2.8M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -2.2% | 9,784 | $2.8M |
| William Mack & Associates, Inc. | 1.77% | No change | 9,744 | $2.8M |
| Alley Investment Management Company, LLC | 0.34% | No change | 9,729 | $2.8M |
| Financial Alternatives, Inc | 1.81% | No change | 9,723 | $2.8M |
| Charles Schwab Trust Co | 0.21% | Add +907.5% | 9,591 | $2.7M |
| Bessemer Group Inc. | 0.00% | Reduce -5.5% | 9,577 | $2.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -15.1% | 9,440 | $2.7M |
| Global Retirement Partners, LLC | 0.07% | — | 9,438 | $2.7M |
| Fortitude Advisory Group L.L.C. | 1.54% | Reduce -0.5% | 9,428 | $2.7M |
| McClarren Financial Advisors, Inc. | 1.73% | Reduce -0.5% | 9,325 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.5% | 9,305 | $2.7M |
| Wiser Wealth Management, Inc | 0.66% | Reduce -0.4% | 9,275 | $2.6M |
| L.K. Benson & Company, P.C. | 1.62% | Add +3.4% | 9,250 | $2.6M |
| Edge Financial Advisors LLC | 1.39% | Add +22.6% | 9,253 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +8.7% | 9,188 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.6% | 9,154 | $2.6M |
| AMG National Trust Bank | 0.07% | Add +28.5% | 9,097 | $2.6M |
| Blankinship & Foster, LLC | 0.61% | Reduce -11.2% | 9,076 | $2.6M |
| Partners in Financial Planning | 0.47% | No change | 8,863 | $2.5M |
| YHB Investment Advisors, Inc. | 0.20% | Add +0.7% | 8,852 | $2.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.65% | No change | 8,770 | $2.5M |
| Dentgroup LLC | 1.72% | Add +0.6% | 8,710 | $2.5M |
| Summit Financial, LLC | 0.06% | Add +6.2% | 8,669 | $2.5M |
| Principal Securities, Inc. | 0.05% | Add +25.4% | 8,615 | $2.5M |
| IHT Wealth Management, LLC | 0.07% | Add +2.8% | 8,594 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -3.0% | 8,590 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.1% | 8,547 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +20.9% | 8,532 | $2.4M |
| Bluestem Financial Advisors, LLC | 1.02% | No change | 8,372 | $2.4M |
| Hartmann Taylor Wealth Management, LLC | 1.99% | Reduce -43.5% | 8,360 | $2.4M |
| Howard Wealth Management, LLC | 1.20% | Add +1.4% | 8,332 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +28.1% | 8,317 | $2.4M |
| Nicolet Bankshares Inc. | 0.40% | Reduce -4.7% | 8,132 | $2.3M |
| Stone Summit Wealth LLC | 0.72% | Reduce -1.1% | 8,102 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.38% | Reduce -0.3% | 8,065 | $2.3M |
| Balanced Rock Investment Advisors LLC | 1.80% | Add +28.6% | 8,033 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Reduce -1.5% | 7,974 | $2.3M |
| Sand Hill Global Advisors, LLC | 0.08% | No change | 7,938 | $2.3M |
| Lanark Financial, Inc. | 0.18% | No change | 7,763 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +182.1% | 7,674 | $2.2M |
| Boston Trust Walden Corp | 0.02% | No change | 7,645 | $2.2M |
| McDonough Capital Management, Inc | 1.22% | Add +1432.2% | 37,048 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.5% | 7,482 | $2.1M |
| WBH Advisory Inc. | 0.18% | Add +369.3% | 7,434 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 7,399 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.12% | No change | 7,352 | $2.1M |
| TD Private Client Wealth LLC | 0.05% | Add +3.4% | 7,261 | $2.1M |
| Strategic Financial Concepts, LLC | 0.29% | Reduce -21.3% | 7,245 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +22.6% | 7,225 | $2.1M |
| Ellenbecker Investment Group | 0.33% | Reduce -1.5% | 7,131 | $2.0M |
| Sequent Asset Management, LLC | 1.62% | No change | 7,127 | $2.0M |
| KM Capital Management Ltd. | 1.00% | Add +75.0% | 7,114 | $2.0M |
| AdvisorNet Financial, Inc | 0.13% | Add +1.8% | 7,053 | $2.0M |
| Uptick Partners, LLC | 0.57% | Add +3.4% | 6,964 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.13% | No change | 6,861 | $2.0M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -18.0% | 6,848 | $2.0M |
| Joel Isaacson & Co., LLC | 0.08% | No change | 6,816 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.6% | 6,740 | $1.9M |
| S.A. Mason LLC | 0.93% | Reduce -1.2% | 6,710 | $1.9M |
| Lifeworks Advisors, LLC | 0.28% | Add +6.0% | 6,654 | $1.9M |
| RTD Financial Advisors, Inc. | 0.24% | Add +5.6% | 6,642 | $1.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | — | 6,615 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.4% | 6,587 | $1.9M |
| Scott & Selber, Inc. | 0.52% | No change | 6,563 | $1.9M |
| Fairman Group, LLC | 1.54% | Add +20.6% | 6,541 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +3.7% | 6,392 | $1.9M |
| Measured Wealth Private Client Group, LLC | 0.56% | Reduce -2.8% | 6,533 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.8% | 6,506 | $1.9M |
| Sei Investments Co. | 0.00% | Add +10.6% | 6,452 | $1.8M |
| Life Planning Partners, Inc | 1.45% | Reduce -5.4% | 6,373 | $1.8M |
| Legacy Private Trust Co. | 0.12% | No change | 6,274 | $1.8M |
| Davidson Trust Co. | 0.82% | No change | 6,256 | $1.8M |
| Seamount Financial Group Inc. | 0.92% | Add +11.1% | 6,250 | $1.8M |
| Glassman Wealth Services | 0.27% | Reduce -0.5% | 6,243 | $1.8M |
| Berger Financial Group, Inc | 0.12% | Add +5.2% | 6,227 | $1.8M |
| Leo Wealth, LLC | 0.14% | New | 6,155 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 6,144 | $1.8M |
| Net Worth Advisory Group | 0.38% | Add +200.5% | 6,082 | $1.7M |
| American Investment Services, Inc. | 0.44% | Reduce -68.5% | 6,056 | $1.7M |
| DBK Financial Counsel, LLC | 1.56% | Reduce -2.7% | 6,040 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -23.3% | 6,035 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -5.9% | 6,032 | $1.7M |
| Cypress Wealth Services, LLC | 0.31% | Reduce -12.2% | 5,981 | $1.7M |
| Mystic Asset Management, Inc. | 0.41% | Add +3.1% | 5,966 | $1.7M |
| Quadcap Wealth Management, LLC | 0.22% | No change | 5,964 | $1.7M |
| Mustard Seed Financial, LLC | 1.22% | Add +0.1% | 5,950 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -24.2% | 5,832 | $1.7M |
| Forum Financial Management, LP | 0.03% | Reduce -7.3% | 5,832 | $1.7M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -20.9% | 5,783 | $1.6M |
| Orser Capital Management, LLC | 1.17% | Add +187.3% | 5,775 | $1.6M |
| Versant Capital Management, Inc | 0.25% | No change | 5,774 | $1.6M |
| Brown, Lisle/Cummings, Inc. | 0.44% | No change | 5,755 | $1.6M |
| Thomasville National Bank | 0.11% | No change | 5,751 | $1.6M |
| Center for Financial Planning, Inc. | 0.19% | No change | 5,741 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +6.7% | 5,721 | $1.6M |
| Private Management Group Inc. | 0.05% | No change | 5,721 | $1.6M |
| Alerus Financial NA | 0.12% | No change | 5,705 | $1.6M |
| Manuka Financial, LLC | 0.89% | Add +2.6% | 5,702 | $1.6M |
| General Partner, Inc. | 0.95% | Reduce -27.3% | 5,700 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.9% | 5,678 | $1.6M |
| Luminist Capital LLC | 1.60% | Add +17.1% | 5,663 | $1.6M |
| EnRich Financial Partners LLC | 0.49% | Reduce -6.4% | 5,619 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -15.6% | 5,615 | $1.6M |
| Hershey Financial Advisers, LLC | 1.43% | — | 5,609 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +35.0% | 5,609 | $1.6M |
| Eagle Strategies LLC | 0.24% | Add +2.2% | 5,608 | $1.6M |
| Dakota Wealth Management | 0.03% | No change | 5,597 | $1.6M |
| Capital Management Associates, Inc | 0.50% | Reduce -50.0% | 5,581 | $1.6M |
| Grandfield & Dodd, LLC | 0.09% | No change | 5,550 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +15.0% | 5,533 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.6% | 5,375 | $1.6M |
| Empirical Asset Management, LLC | 0.48% | No change | 5,485 | $1.6M |
| Olistico Wealth, LLC | 0.87% | Reduce -0.1% | 5,474 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +1.8% | 5,470 | $1.6M |
| FAS Wealth Partners, Inc. | 0.11% | Add +20.2% | 5,434 | $1.6M |
| Vista Capital Partners, Inc. | 0.17% | No change | 5,426 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.12% | Reduce -7.6% | 5,402 | $1.5M |
| Rebalance, LLC | 0.10% | No change | 5,400 | $1.5M |
| Renaissance Technologies | 0.00% | New | 5,400 | $1.5M |
| Bearing Point Capital, LLC | 0.28% | Reduce -1.4% | 5,392 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -7.2% | 5,365 | $1.5M |
| Arax Advisory Partners | 0.07% | Reduce -10.5% | 546 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.13% | Reduce -4.5% | 5,361 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +58.0% | 5,350 | $1.5M |
| Gill Capital Partners, LLC | 0.49% | Reduce -25.6% | 5,290 | $1.5M |
| Waldron Private Wealth LLC | 0.07% | Reduce -3.4% | 5,266 | $1.5M |
| Advocacy Wealth Management, LLC | 0.09% | Reduce -49.6% | 5,265 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.5% | 5,257 | $1.5M |
| First Trust Advisors LP | 0.00% | No change | 5,248 | $1.5M |
| TABR Capital Management, LLC | 1.28% | Add +4.1% | 5,232 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +0.7% | 5,216 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -8.9% | 5,186 | $1.5M |
| First Community Trust NA | 1.20% | Add +10.0% | 5,177 | $1.5M |
| Blair William & Co. | 0.00% | Add +14.5% | 5,165 | $1.5M |
| Investment Counsel Co. of Nevada | 3.01% | No change | 5,150 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -0.5% | 5,141 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 5,108 | $1.5M |
| Round Rock Advisors LLC | 0.25% | Reduce -14.1% | 5,091 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | No change | 5,075 | $1.5M |
| Annex Advisory Services, LLC | 0.03% | No change | 5,079 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.18% | No change | 5,075 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | No change | 5,032 | $1.4M |
| Trust Co. of Vermont | 0.07% | Reduce -3.2% | 5,024 | $1.4M |
| CWA Asset Management Group, LLC | 0.06% | Add +8.7% | 4,991 | $1.4M |
| CW Advisors, LLC | 0.01% | Add +1.6% | 4,970 | $1.4M |
| Harbor Asset Planning, Inc. | 1.35% | — | 4,962 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +1.4% | 4,957 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.13% | Reduce -2.9% | 4,926 | $1.4M |
| GSG Advisors LLC | 0.41% | No change | 4,900 | $1.4M |
| Battery Global Advisors, LLC | 0.69% | No change | 4,879 | $1.4M |
| Pathway Financial Advisors LLC | 0.20% | No change | 4,891 | $1.4M |
| Maseco LLP | 0.05% | — | 4,889 | $1.4M |
| Tsfg, LLC | 0.25% | Reduce -16.8% | 4,821 | $1.4M |
| Meridian Wealth Management, LLC | 0.06% | No change | 4,811 | $1.4M |
| Horizon Bancorp Inc. | 0.69% | New | 4,800 | $1.4M |
| Lodestone Wealth Management LLC | 0.67% | No change | 4,794 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.13% | No change | 4,789 | $1.4M |
| Wealthstream Advisors, Inc. | 0.23% | Add +3.5% | 4,777 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.06% | No change | 4,767 | $1.4M |
| Key Financial Inc | 0.27% | Reduce -14.4% | 4,763 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -76.0% | 4,701 | $1.3M |
| Southland Equity Partners LLC | 0.29% | Reduce -11.7% | 4,701 | $1.3M |
| Factor Wealth Management LTD | 0.37% | Add +14.4% | 4,686 | $1.3M |
| Destiny Wealth Partners, LLC | 0.18% | Reduce -0.5% | 4,666 | $1.3M |
| Greenleaf Trust | 0.01% | Reduce -1.2% | 4,658 | $1.3M |
| Synergy Financial Group, LTD | 0.97% | Reduce -2.3% | 4,626 | $1.3M |
| Appleton Partners Inc. | 0.09% | Reduce -6.0% | 4,615 | $1.3M |
| Gries Financial LLC | 0.24% | Reduce -1.5% | 4,603 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.33% | — | 4,580 | $1.3M |
| Claro Advisors Inc. | 0.21% | Reduce -0.9% | 4,561 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Reduce -1.1% | 4,546 | $1.3M |
| GenTrust, LLC | 0.06% | No change | 4,532 | $1.3M |
| Athena Investment Management | 0.72% | Add +3.8% | 4,536 | $1.3M |
| Berkshire Money Management, Inc. | 0.14% | Reduce -3.4% | 4,536 | $1.3M |
| Bell Investment Advisors, Inc | 0.22% | Add +27.4% | 4,532 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -7.4% | 4,521 | $1.3M |
| Next Capital Management LLC | 0.48% | Add +0.4% | 4,509 | $1.3M |
| WealthCollab, LLC | 0.72% | No change | 4,508 | $1.3M |
| Maridea Wealth Management LLC | 0.33% | Add +31.5% | 4,495 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +19.8% | 4,492 | $1.3M |
| Ted Buchan & Co | 0.51% | Add +0.3% | 4,486 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -0.6% | 4,426 | $1.3M |
| MontVue Capital Management, Inc. | 0.90% | No change | 4,407 | $1.3M |
| BWM Planning, LLC | 0.43% | No change | 4,387 | $1.3M |
| Silverlake Wealth Management LLC | 0.36% | Reduce -7.5% | 4,319 | $1.2M |
| Kelman-Lazarov, Inc. | 0.20% | New | 4,312 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.59% | No change | 4,283 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -14.9% | 4,248 | $1.2M |
| Rodgers & Associates, LTD | 0.13% | No change | 4,237 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -3.3% | 4,222 | $1.2M |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 4,207 | $1.2M |
| Marquette Associates, Inc. | 1.17% | Add +8.9% | 4,166 | $1.2M |
| Pacific Financial Group Inc. | 0.92% | No change | 4,126 | $1.2M |
| Fortis Capital Management LLC | 0.18% | Reduce -1.9% | 4,098 | $1.2M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -0.1% | 4,082 | $1.2M |
| David J Yvars Group | 0.67% | No change | 4,035 | $1.2M |
| Bokf, NA | 0.02% | Reduce -12.5% | 4,021 | $1.1M |
| American Money Management, LLC | 0.20% | No change | 3,962 | $1.1M |
| Capital Analysts, LLC | 0.04% | No change | 3,957 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.17% | No change | 3,868 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +5.2% | 3,854 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | Add +41.7% | 3,853 | $1.1M |
| Pachira Investments Inc. | 0.83% | Add +4.0% | 3,841 | $1.1M |
| Unique Wealth, LLC | 0.18% | Reduce -44.2% | 3,807 | $1.1M |
| Seven Post Investment Office LP | 0.41% | New | 3,800 | $1.1M |
| Abacus Planning Group, Inc. | 0.16% | Add +0.4% | 3,791 | $1.1M |
| Choate Investment Advisors | 0.02% | No change | 3,783 | $1.1M |
| Grandview Asset Management LLC | 0.34% | Add +0.4% | 3,776 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +130.1% | 3,631 | $1.1M |
| Berkeley Capital Partners, LLC | 0.27% | No change | 3,736 | $1.1M |
| True North Advisors, LLC | 0.20% | No change | 3,729 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.4% | 3,728 | $1.1M |
| Aspen Wealth Management LLC | 0.26% | No change | 3,692 | $1.1M |
| Golden Bell Financial Planning LLC | 0.99% | No change | 3,670 | $1.0M |
| Lutz Financial Services LLC | 0.08% | Add +0.6% | 3,614 | $1.0M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -4.7% | 3,596 | $1.0M |
| Core Wealth Advisors, Inc. | 0.29% | No change | 3,580 | $1.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | No change | 3,577 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.1% | 3,564 | $1.0M |
| Liberty Wealth Management LLC | 0.16% | Reduce -0.5% | 3,560 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -3.2% | 3,554 | $1.0M |
| FSM Wealth Advisors, LLC | 0.16% | Add +0.3% | 3,522 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | No change | 3,530 | $1.0M |
| Liberty Square Wealth Partners LLC | 0.35% | No change | 3,516 | $1.0M |
| Plum Street Advisors, LLC | 0.44% | No change | 3,510 | $1.0M |
| Kirtland Hills Capital Management, LLC | 0.46% | No change | 3,489 | $995K |
| Journey Beyond Wealth, LLC | 0.84% | No change | 3,481 | $993K |
| Kwmg, LLC | 0.09% | No change | 3,477 | $992K |
| Marshall Financial Group, LLC | 0.19% | Add +0.3% | 3,449 | $988K |
| High Net Worth Advisory Group LLC | 0.26% | Reduce -2.6% | 3,455 | $986K |
| Morton Capital Management LLC | 0.17% | No change | 3,445 | $983K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $980K |
| Interchange Capital Partners, LLC | 0.23% | Add +1.2% | 3,429 | $978K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.4% | 3,420 | $976K |
| Essex LLC | 0.19% | New | 3,412 | $973K |
| Evergreen Capital Management LLC | 0.03% | No change | 3,397 | $972K |
| Pennington Partners & Co., LLC | 0.52% | No change | 3,388 | $969K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -4.7% | 3,384 | $966K |
| Spire Wealth Management | 0.03% | Reduce -7.0% | 3,378 | $964K |
| WealthTrust Asset Management, LLC | 0.71% | Reduce -18.0% | 3,322 | $948K |
| Focus Financial Network, Inc. | 0.04% | Add +16.9% | 3,298 | $944K |
| Slow Capital, Inc. | 0.12% | Add +0.8% | 3,304 | $943K |
| Stevens Capital Partners | 0.34% | Add +0.0% | 3,207 | $938K |
| Breakwater Investment Management | 0.36% | Add +8.6% | 3,280 | $936K |
| Sloy Dahl & Holst, LLC | 0.13% | Add +0.5% | 3,262 | $931K |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 3,255 | $929K |
| BSW Wealth Partners | 0.13% | No change | 3,250 | $927K |
| Russell Investments Group, Ltd. | 0.00% | Add +494.1% | 3,232 | $922K |
| GEN Financial Management, INC. | 0.75% | Reduce -10.4% | 3,221 | $921K |
| Larson Financial Group LLC | 0.04% | Reduce -2.1% | 3,212 | $916K |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.5% | 3,193 | $911K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -0.6% | 3,186 | $909K |
| Sendero Wealth Management, LLC | 0.11% | No change | 3,185 | $909K |
| Keystone Financial Group | 0.08% | Add +33.3% | 3,162 | $902K |
| RCS Financial Planning, LLC | 0.45% | Reduce -1.1% | 3,146 | $900K |
| Atwater Malick LLC | 0.28% | Reduce -0.0% | 3,154 | $900K |
| Primoris Wealth Advisors, LLC | 0.61% | No change | 3,153 | $900K |
| Cahill Financial Advisors Inc. | 0.11% | Add +6.2% | 3,115 | $889K |
| Atlantic Union Bankshares Corp | 0.02% | Add +246.5% | 3,091 | $882K |
| Stratos Investment Management, LLC | 0.04% | No change | 3,071 | $876K |
| Farmers National Bank | 0.23% | Reduce -1.5% | 3,067 | $875K |
| Red Door Wealth Management, LLC | 0.10% | Reduce -4.8% | 3,051 | $870K |
| Journey Strategic Wealth LLC | 0.03% | New | 3,021 | $862K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -3.2% | 3,011 | $859K |
| Jacobi Capital Management LLC | 0.06% | No change | 3,009 | $859K |
| Ethos Financial Group, LLC | 0.07% | Add +59.9% | 2,993 | $856K |
| Crescent Sterling, Ltd. | 0.96% | No change | 3,000 | $856K |
| Compass Ion Advisors, LLC | 0.09% | Add +0.3% | 2,989 | $853K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -0.0% | 2,982 | $851K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -4.9% | 2,978 | $850K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.0% | 2,973 | $848K |
| Madison Wealth Partners, Inc | 0.18% | Reduce -3.7% | 2,969 | $847K |
| Astoria Strategic Wealth, Inc. | 0.23% | New | 2,969 | $847K |
| Fiduciary Advisors, Inc. | 0.74% | Add +24.4% | 2,939 | $838K |
| Balboa Wealth Partners | 0.17% | New | 2,937 | $838K |
| Composition Wealth, LLC | 0.01% | New | 2,937 | $838K |
| Cozad Asset Management Inc. | 0.07% | No change | 2,936 | $838K |
| Fee-Only Financial Planning, L.C. | 0.52% | No change | 2,927 | $835K |
| Fortis Capital Advisors, LLC | 0.15% | Add +6.7% | 2,902 | $828K |
| Studio Investment Management LLC | 0.17% | Add +9.3% | 2,881 | $824K |
| Breakwater Capital Group | 0.13% | Add +6.7% | 2,885 | $823K |
| Opus Capital Group, LLC | 0.10% | No change | 2,858 | $815K |
| GQG Partners LLC | 0.00% | New | 2,817 | $804K |
| SMI Advisory Services, LLC | 0.15% | Reduce -0.4% | 2,784 | $802K |
| Clarity Capital Advisors, LLC | 0.47% | Add +11.1% | 2,805 | $800K |
| Values Added Financial LLC | 0.39% | No change | 2,801 | $799K |
| Wealth Alliance, LLC | 0.09% | Add +9.4% | 2,798 | $798K |
| Bensler, LLC | 0.09% | New | 2,777 | $792K |
| Coastline Trust Co | 0.09% | No change | 2,776 | $792K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,773 | $791K |
| Carnegie Investment Counsel | 0.02% | Reduce -11.3% | 2,771 | $791K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 2,760 | $787K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $785K |
| CGC Financial Services, LLC | 0.26% | No change | 2,731 | $779K |
| Bailard, Inc. | 0.02% | Reduce -5.7% | 2,710 | $773K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 2,690 | $768K |
| Norden Group LLC | 0.08% | Reduce -33.9% | 2,686 | $766K |
| NorthCoast Asset Management LLC | 0.00% | Add +17.3% | 2,653 | $758K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -28.9% | 2,653 | $757K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,632 | $753K |
| Goldstein Advisors, LLC | 0.10% | No change | 2,628 | $750K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -38.0% | 2,625 | $749K |
| Western Financial Corp | 0.40% | New | 2,623 | $748K |
| Embree Financial Group | 0.11% | Add +2.8% | 2,622 | $748K |
| Franklin Resources Inc. | 0.00% | Reduce -97.1% | 2,609 | $744K |
| Catalyst Financial Partners LLC | 0.08% | New | 2,600 | $742K |
| Venturi Wealth Management, LLC | 0.04% | Add +21.6% | 2,590 | $739K |
| Anderson Hoagland & Co. | 0.07% | No change | 2,584 | $737K |
| LPWM LLC | 0.21% | No change | 2,578 | $736K |
| Burling Wealth Partners, LLC | 0.14% | No change | 2,576 | $735K |
| Bay Capital Advisors, LLC | 0.56% | Add +3.4% | 2,563 | $731K |
| Apollon Financial, LLC | 0.15% | No change | 2,563 | $731K |
| Arista Wealth Management, LLC | 0.10% | New | 2,546 | $726K |
| Sovran Advisors, LLC | 0.08% | Reduce -1.9% | 2,535 | $726K |
| FF Advisors,LLC | 0.37% | No change | 2,471 | $705K |
| XY Planning Network, Inc. | 0.24% | Add +124.3% | 2,469 | $704K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.1% | 2,452 | $700K |
| Everpar Advisors LLC | 0.32% | No change | 2,450 | $699K |
| Hardy Reed LLC | 0.06% | No change | 2,443 | $697K |
| CGN Advisors LLC | 0.06% | Reduce -2.3% | 2,441 | $696K |
| Traphagen Investment Advisors LLC | 0.07% | No change | 2,422 | $691K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 2,406 | $688K |
| Keystone Wealth Services, LLC | 0.17% | No change | 2,411 | $688K |
| Old National Bancorp | 0.01% | No change | 2,410 | $688K |
| Brookstone Capital Management | 0.01% | Reduce -4.1% | 2,408 | $687K |
| Define Financial, LLC | 0.45% | No change | 2,382 | $680K |
| PBMares Wealth Management LLC | 0.12% | No change | 2,373 | $677K |
| Pine Harbor Wealth Management, LLC | 0.24% | No change | 2,368 | $676K |
| Select Asset Management & Trust | 0.23% | Reduce -0.6% | 2,365 | $675K |
| Braun-Bostich & Associates Inc. | 0.46% | No change | 2,360 | $673K |
| City State Bank | 0.21% | No change | 2,355 | $672K |
| United Asset Strategies, Inc. | 0.06% | Reduce -0.2% | 2,350 | $670K |
| Sage Mountain Advisors LLC | 0.04% | No change | 2,322 | $663K |
| Novare Capital Management LLC | 0.05% | Reduce -4.1% | 2,320 | $662K |
| Peterson Wealth Advisors, LLC | 0.11% | No change | 2,311 | $659K |
| Beacon Financial Strategies CORP | 0.41% | Reduce -0.9% | 2,306 | $658K |
| Awm Capital, LLC | 0.07% | No change | 2,296 | $657K |
| Blue Oak Capital, LLC | 0.34% | No change | 2,293 | $656K |
| Stephens Inc. | 0.01% | Add +3.6% | 2,298 | $656K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 2,267 | $647K |
| Winthrop Advisory Group LLC | 0.06% | No change | 2,259 | $646K |
| Cathy Pareto & Associates, Inc. | 0.53% | Reduce -0.5% | 2,258 | $644K |
| Ariadne Wealth Management, LP | 0.31% | No change | 2,158 | $642K |
| One Wealth Advisors, LLC | 0.09% | Add +2.3% | 2,250 | $642K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -11.7% | 2,235 | $638K |
| Trust Co | 0.07% | No change | 2,214 | $632K |
| Portland Financial Advisors Inc | 1.51% | No change | 2,206 | $629K |
| PFG Investments, LLC | 0.04% | Add +18.5% | 2,195 | $626K |
| Becker Capital Management Inc. | 0.02% | No change | 2,183 | $625K |
| HM Payson & Co. | 0.01% | No change | 2,186 | $624K |
| Diversify Wealth Management, LLC | 0.04% | Add +0.6% | 2,095 | $622K |
| Bernardo Wealth Planning LLC | 0.13% | No change | 2,160 | $616K |
| Bank Ozk | 0.24% | Reduce -23.1% | 2,157 | $615K |
| Regions Financial Corp. | 0.00% | Add +41.4% | 2,157 | $615K |
| RDA Financial Network | 0.17% | Add +8.3% | 2,141 | $611K |
| Darden Wealth Group Inc | 0.37% | No change | 2,121 | $605K |
| Valley National Advisers Inc. | 0.10% | No change | 2,120 | $604K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.1% | 2,114 | $603K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 2,082 | $594K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Add +40.6% | 2,058 | $587K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 2,054 | $586K |
| Advantage Trust Co | 0.29% | No change | 2,048 | $584K |
| TSA Wealth Managment LLC | 0.21% | Reduce -2.0% | 2,044 | $583K |
| Quartz Partners, LLC | 0.27% | Reduce -13.4% | 2,037 | $581K |
| Rezny Wealth Management, Inc. | 0.14% | No change | 2,035 | $581K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -0.2% | 1,975 | $579K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $576K |
| Good Life Advisors, LLC | 0.04% | No change | 2,015 | $575K |
| TruWealth Advisors, LLC | 0.03% | No change | 2,013 | $574K |
| Petix & Botte Co | 0.14% | Reduce -20.6% | 2,008 | $573K |
| CreativeOne Wealth, LLC | 0.01% | Add +26.9% | 1,997 | $570K |
| Glen Eagle Advisors, LLC | 0.09% | No change | 1,989 | $567K |
| Envision Financial LLC | 0.38% | No change | 1,986 | $566K |
| RFG Advisory, LLC | 0.01% | Add +27.3% | 1,977 | $564K |
| Beckerman Institutional, LLC | 0.37% | No change | 1,957 | $558K |
| Chokshi & Queen Wealth Advisors, Inc | 0.32% | No change | 1,954 | $557K |
| Efficient Advisors, LLC | 0.03% | Add +1.2% | 1,953 | $557K |
| Strategic Blueprint, LLC | 0.03% | Add +14.2% | 1,943 | $554K |
| Benjamin Edwards Inc. | 0.01% | Add +12.1% | 1,931 | $551K |
| Foster Group, Inc. | 0.02% | New | 1,930 | $551K |
| LongView Wealth Management | 0.17% | Reduce -26.9% | 1,921 | $548K |
| PKS Advisory Services, LLC | 0.13% | New | 2,157 | $546K |
| PUREfi Wealth, LLC | 0.44% | Reduce -0.1% | 1,913 | $546K |
| Stephens Consulting, LLC | 0.13% | Add +248.4% | 1,913 | $546K |
| Vista Investment Management | 0.20% | No change | 1,900 | $542K |
| Regal Investment Advisors LLC | 0.04% | Add +25.1% | 1,896 | $541K |
| Passive Capital Management, LLC. | 0.17% | No change | 1,892 | $539K |
| Redwood Financial Network Corp | 0.36% | Reduce -9.8% | 1,889 | $539K |
| Oldfather Financial Services, LLC | 0.18% | New | 1,881 | $537K |
| C M Bidwell & Associates Ltd. | 0.28% | Reduce -1.1% | 1,876 | $535K |
| Kovack Advisors, Inc. | 0.05% | Add +2.3% | 1,870 | $534K |
| Evoke Wealth, LLC | 0.01% | No change | 1,845 | $528K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -12.6% | 1,838 | $524K |
| Old Mission Investment Co LLC | 0.14% | No change | 1,837 | $524K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -74.9% | 1,828 | $521K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.2% | 1,821 | $519K |
| Three Bridge Wealth Advisors, LLC | 0.14% | No change | 1,815 | $519K |
| Evolution Advisers, Inc. | 0.25% | No change | 1,812 | $518K |
| Charter Oak Capital Management, LLC | 0.04% | No change | 1,814 | $518K |
| WealthShield Partners, LLC | 0.06% | No change | 1,812 | $517K |
| Nicolet Advisory Services, LLC | 0.04% | Add +7.8% | 1,799 | $517K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -3.0% | 1,792 | $511K |
| Delta Financial Advisors LLC | 0.18% | No change | 1,788 | $510K |
| Aletheian Wealth Advisors LLC | 0.25% | No change | 1,771 | $505K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -0.2% | 1,763 | $504K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -10.1% | 1,758 | $502K |
| Retirement Planning Co of New England, Inc. | 0.22% | Add +0.2% | 1,747 | $498K |
| Aspen Investment Management Inc | 0.21% | No change | 1,733 | $494K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 1,727 | $493K |
| Capital Advisors Inc. | 0.01% | Reduce -17.3% | 1,725 | $492K |
| ETF Store, Inc. | 0.57% | Reduce -12.7% | 1,725 | $492K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,711 | $488K |
| Tru Independence Asset Management 2, LLC | 0.33% | No change | 1,692 | $484K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +19.4% | 1,691 | $483K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 1,688 | $482K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.4% | 1,674 | $479K |
| Watts Gwilliam & Co., LLC | 0.08% | No change | 1,559 | $477K |
| Cobler Capital Management, LLC | 0.47% | — | 842 | $477K |
| Rockbridge Investment Management, LCC | 0.05% | Add +1.6% | 1,666 | $475K |
| Sowell Financial Services LLC | 0.02% | Add +0.7% | 1,666 | $475K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 1,662 | $474K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 1,659 | $473K |
| Bogart Wealth, LLC | 0.02% | No change | 1,656 | $472K |
| Weaver Consulting Group | 0.13% | No change | 1,654 | $472K |
| Verus Capital Partners, LLC | 0.04% | Reduce -3.6% | 1,644 | $469K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,644 | $469K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,643 | $469K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.2% | 1,642 | $468K |
| Yoder Wealth Management, Inc. | 0.24% | Reduce -2.0% | 1,637 | $467K |
| Bank of Marin | 0.35% | New | 1,627 | $464K |
| Avant Capital LLC | 0.36% | Add +17.9% | 1,624 | $463K |
| Mitchell Capital Management Co. | 0.09% | No change | 1,595 | $462K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.2% | 1,608 | $459K |
| Centric Wealth Management | 0.11% | Add +86.0% | 1,555 | $458K |
| Fisher Asset Management | 0.00% | Add +46.0% | 1,596 | $455K |
| Western Wealth Management, LLC | 0.03% | Add +8.3% | 1,592 | $454K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -1.4% | 1,584 | $452K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.3% | 1,583 | $452K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +28.6% | 1,575 | $451K |
| Clark Asset Management, LLC | 0.06% | New | 1,579 | $450K |
| Highland Capital Management, LLC | 0.02% | No change | 1,576 | $450K |
| M.E. Allison & Co., Inc. | 0.36% | No change | 1,575 | $449K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.4% | 1,571 | $448K |
| Private Trust Co. NA | 0.04% | Add +250.4% | 1,570 | $448K |
| Harvest Investment Services, LLC | 0.10% | Add +0.2% | 1,552 | $443K |
| Legacy Financial Group, Inc. | 0.13% | No change | 1,529 | $436K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,529 | $436K |
| Financial Advocates Investment Management | 0.04% | New | 1,528 | $436K |
| Oak Harvest Investment Services | 0.05% | Reduce -5.6% | 1,526 | $435K |
| New England Private Wealth Advisors LLC | 0.06% | Add +18.1% | 1,457 | $427K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.8% | 1,486 | $424K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 1,474 | $421K |
| Allodium Investment Consultants, LLC | 0.27% | No change | 1,472 | $420K |
| Prosperity Planning, Inc. | 0.17% | Reduce -1.7% | 1,471 | $420K |
| Legacy Trust | 0.10% | No change | 1,470 | $419K |
| BLVD Private Wealth, LLC | 0.39% | — | 1,456 | $415K |
| Financial Futures Ltd Liability Co. | 0.22% | Reduce -0.3% | 1,449 | $413K |
| Beacon Wealthcare LLC | 0.16% | No change | 1,445 | $412K |
| Newton One Investments LLC | 0.13% | No change | 1,438 | $410K |
| WealthPlan Investment Management, LLC | 0.03% | Add +2.8% | 1,428 | $407K |
| Archvest Wealth Advisors, Inc. | 0.35% | No change | 1,425 | $406K |
| Rialto Wealth Management, LLC | 0.11% | No change | 1,421 | $405K |
| Summit X, LLC | 0.08% | No change | 1,421 | $405K |
| Peak Retirement Planning, Inc. | 0.16% | Reduce -12.0% | 1,404 | $400K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 1,400 | $399K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -42.2% | 1,397 | $398K |
| American Trust | 0.04% | No change | 1,392 | $397K |
| My Personal CFO, LLC | 0.18% | No change | 1,391 | $397K |
| Integrity Wealth Solutions LLC | 0.19% | New | 1,387 | $396K |
| Vise Technologies, Inc. | 0.02% | — | 1,384 | $395K |
| Index Fund Advisors, Inc. | 0.02% | No change | 1,380 | $394K |
| Acima Private Wealth, LLC | 0.13% | No change | 1,380 | $394K |
| Ascent Group, LLC | 0.02% | Reduce -12.1% | 1,378 | $393K |
| Detalus Advisors, LLC | 0.11% | Add +55.8% | 1,376 | $393K |
| Dividend Assets Capital, LLC | 0.07% | Add +0.5% | 1,366 | $390K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $389K |
| Oak Asset Management, LLC | 0.14% | No change | 1,361 | $388K |
| Meridian Financial Advisors, LLC | 0.25% | No change | 1,360 | $388K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.5% | 1,358 | $387K |
| Fiduciary Group, LLC | 0.04% | Reduce -4.9% | 1,352 | $386K |
| BetterWealth, LLC | 0.10% | No change | 1,348 | $385K |
| Cynosure Group, LLC | 0.04% | No change | 1,347 | $384K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -31.1% | 1,337 | $382K |
| SkyOak Wealth, LLC | 0.08% | No change | 1,317 | $376K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,308 | $373K |
| Wedgewood Investors Inc. | 0.42% | No change | 1,287 | $367K |
| Courage Miller Partners, LLC | 0.12% | Reduce -19.4% | 1,287 | $367K |
| Beese Fulmer Investment Management, Inc. | 0.03% | New | 1,287 | $367K |
| Prostatis Group LLC | 0.11% | New | 1,287 | $367K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $365K |
| PGIM Custom Harvest LLC | 0.01% | Add +10.3% | 1,269 | $362K |
| Cornerstone Management, Inc. | 0.06% | Add +2.2% | 1,266 | $361K |
| Crescent Grove Advisors, LLC | 0.04% | Add +3.6% | 1,260 | $361K |
| GC Wealth Management RIA, LLC | 0.03% | New | 1,263 | $360K |
| Greenwood Capital Associates LLC | 0.04% | No change | 1,250 | $357K |
| Oxbow Advisors, LLC | 0.04% | No change | 1,249 | $356K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.4% | 1,245 | $356K |
| Klingman & Associates, LLC | 0.02% | Reduce -29.4% | 1,227 | $350K |
| United Bank | 0.04% | Reduce -47.8% | 1,226 | $350K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $349K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 1,221 | $348K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -23.0% | 1,220 | $348K |
| Allred Capital Management, LLC | 0.13% | Reduce -25.9% | 1,214 | $347K |
| Ironsides Asset Advisors, LLC | 0.10% | No change | 1,200 | $342K |
| Creekside Partners | 0.16% | No change | 1,194 | $341K |
| Trevian Wealth Management LLC | 0.21% | No change | 1,190 | $340K |
| MY Wealth Management Inc. | 0.33% | Reduce -6.4% | 1,191 | $340K |
| BKM Wealth Management, LLC | 0.13% | No change | 1,185 | $338K |
| ACT Advisors, LLC. | 0.16% | No change | 1,182 | $337K |
| Carret Asset Management, LLC | 0.04% | No change | 1,179 | $336K |
| Blue Chip Partners, LLC | 0.03% | New | 1,175 | $335K |
| Great Lakes Advisors, LLC | 0.00% | Add +30.8% | 1,163 | $332K |
| First Merchants Corp. | 0.01% | Reduce -80.8% | 1,162 | $332K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,162 | $332K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,154 | $329K |
| HighMark Wealth Management LLC | 0.16% | Reduce -1.3% | 1,152 | $329K |
| Martin Worley Group | 0.16% | Add +7.2% | 1,148 | $328K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 1,143 | $326K |
| SK Wealth Management, LLC | 0.14% | Add +0.3% | 1,131 | $326K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 1,138 | $325K |
| Clearstead Advisors, LLC | 0.00% | Add +48.8% | 1,137 | $324K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 1,136 | $324K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,135 | $324K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,135 | $324K |
| Mosaic Advisors LLC | 0.47% | New | 1,134 | $324K |
| Zacks Investment Management | 0.00% | No change | 1,132 | $323K |
| Prospect Financial Group LLC | 0.33% | No change | 1,109 | $317K |
| Better Money Decisions, LLC | 0.19% | No change | 1,107 | $316K |
| Disciplined Investments, LLC | 0.13% | No change | 1,105 | $315K |
| UMB Bank, n.a. | 0.00% | Reduce -3.7% | 1,102 | $314K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 1,101 | $314K |
| High Falls Advisors, Inc | 0.07% | New | 1,101 | $314K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,100 | $314K |
| Asset Dedication, LLC | 0.02% | Reduce -30.4% | 1,097 | $313K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,093 | $313K |
| Centaurus Financial, Inc. | 0.02% | Add +6.6% | 1,093 | $312K |
| Opes Wealth Management LLC | 0.06% | Reduce -6.4% | 1,093 | $312K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 1,092 | $312K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -24.8% | 1,059 | $311K |
| Sachem Hill LLC | 0.06% | No change | 1,084 | $309K |
| Riverwater Partners LLC | 0.15% | No change | 1,080 | $308K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $308K |
| Main Street Group, LTD | 0.11% | Reduce -9.0% | 1,076 | $307K |
| Alaska Wealth Advisors, LLC | 0.04% | New | 1,074 | $306K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 1,070 | $305K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 1,065 | $304K |
| Bellwether Advisors, LLC | 0.05% | No change | 1,060 | $302K |
| Heritage Investors Management Corp. | 0.01% | Reduce -1.4% | 1,057 | $302K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -2.7% | 1,057 | $302K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 1,051 | $300K |
| Wealthcare Capital Management LLC | 0.03% | No change | 1,050 | $300K |
| Norris Perne & French LLP | 0.02% | No change | 1,048 | $299K |
| StoneX Group Inc. | 0.01% | No change | 1,044 | $299K |
| Canal Capital Management, LLC | 0.05% | New | 1,043 | $298K |
| Next Level Private LLC | 0.10% | Reduce -1.1% | 1,037 | $296K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.5% | 1,021 | $295K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -4.0% | 1,024 | $292K |
| Blue Trust, Inc. | 0.00% | Add +2.4% | 1,022 | $292K |
| Capital Advantage, Inc. | 0.05% | Reduce -1.4% | 1,022 | $292K |
| WNY Asset Management, LLC | 0.03% | No change | 1,020 | $291K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 1,015 | $290K |
| FreeGulliver LLC | 0.13% | No change | 1,014 | $289K |
| Diversify Advisory Services, LLC | 0.01% | Add +20.3% | 967 | $287K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,006 | $287K |
| Root Financial Partners, LLC | 0.03% | New | 1,006 | $287K |
| Csenge Advisory Group | 0.02% | Reduce -13.8% | 1,055 | $287K |
| Avestar Capital, LLC | 0.02% | No change | 1,000 | $286K |
| Creegan & Nassoura Financial Group, LLC | 0.19% | No change | 1,000 | $285K |
| SOL Capital Management CO | 0.03% | No change | 1,000 | $285K |
| Lazari Capital Management, Inc. | 0.11% | Add +23.1% | 997 | $284K |
| Certuity, LLC | 0.03% | No change | 990 | $282K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 986 | $281K |
| TCP Asset Management, LLC | 0.06% | Reduce -28.2% | 984 | $281K |
| Lynx Investment Advisory | 0.18% | No change | 973 | $278K |
| Scotia Capital Inc. | 0.00% | No change | 970 | $277K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -0.1% | 968 | $276K |
| Keb Asset Management, LLC | 0.07% | No change | 964 | $275K |
| SBI Securities Co., Ltd. | 0.01% | No change | 964 | $275K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +8.6% | 963 | $275K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 951 | $274K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -17.3% | 959 | $274K |
| Maia Wealth LLC | 0.05% | Reduce -22.7% | 955 | $272K |
| Hopwood Financial Services, Inc. | 0.21% | No change | 955 | $272K |
| Nalls Sherbakoff Group, LLC | 0.20% | No change | 953 | $272K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +13.2% | 952 | $272K |
| ArborFi Advisors, LLC | 0.24% | No change | 952 | $272K |
| Acas, LLC | 0.18% | No change | 910 | $271K |
| Valmark Advisers, Inc. | 0.00% | No change | 948 | $270K |
| United Advisor Group, LLC | 0.05% | Add +9.7% | 940 | $268K |
| Arbor Investment Advisors, LLC | 0.03% | Reduce -18.0% | 939 | $268K |
| MPWM Advisory Solutions, LLC | 0.17% | Reduce -5.1% | 938 | $268K |
| M3 Advisory Group, LLC | 0.18% | New | 934 | $266K |
| Dynamic Financial Group | 0.26% | No change | 932 | $266K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -16.7% | 928 | $265K |
| NBT Bank, N.A. | 0.02% | No change | 923 | $263K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 921 | $263K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 920 | $262K |
| Summit Global Investments | 0.02% | Reduce -8.6% | 913 | $260K |
| Bison Wealth, LLC | 0.02% | Add +3.1% | 903 | $260K |
| Global Assets Advisory, LLC | 0.10% | Reduce -56.4% | 910 | $259K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -81.7% | 909 | $259K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +2.0% | 909 | $259K |
| Consilio Wealth Advisors, LLC | 0.09% | Reduce -11.5% | 908 | $258K |
| Wealthspan Partners, LLC | 0.11% | No change | 903 | $258K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 901 | $257K |
| Burney Co./ | 0.01% | No change | 900 | $257K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 896 | $256K |
| LRI Investments, LLC | 0.02% | No change | 896 | $256K |
| Midwest Professional Planners, LTD. | 0.07% | No change | 895 | $255K |
| Briaud Financial Planning Inc | 0.10% | No change | 894 | $255K |
| Innovative Wealth Building LLC | 0.21% | New | 890 | $254K |
| Verum Partners LLC | 0.06% | No change | 890 | $254K |
| Urban Financial Advisory Corp | 0.13% | No change | 889 | $254K |
| Marco Investment Management LLC | 0.02% | No change | 889 | $254K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 887 | $253K |
| Francis Financial, Inc. | 0.06% | No change | 884 | $252K |
| Welch & Forbes LLC | 0.00% | No change | 884 | $252K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -2.5% | 877 | $250K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | No change | 877 | $250K |
| Shayne & Jacobs, LLC | 0.08% | Reduce -15.5% | 874 | $249K |
| Hilltop Wealth Advisors, LLC | 0.14% | No change | 870 | $248K |
| Cladis Investment Advisory, LLC | 0.15% | No change | 865 | $247K |
| Gitterman Wealth Management, LLC | 0.06% | New | 865 | $247K |
| Revisor Wealth Management LLC | 0.09% | No change | 853 | $246K |
| Haven Private, LLC | 0.11% | Reduce -36.3% | 861 | $246K |
| Cooper Financial Group | 0.03% | Reduce -1.1% | 860 | $245K |
| Pacific Sun Financial Corp | 0.13% | No change | 860 | $245K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 857 | $245K |
| Roxbury Financial LLC | 0.24% | Reduce -0.1% | 855 | $244K |
| Accredited Investors Inc. | 0.01% | Reduce -1.7% | 850 | $243K |
| Sterling Wealth Management, Inc. | 0.08% | — | 849 | $242K |
| Avion Wealth | 0.06% | No change | 851 | $242K |
| CFO4Life Group, LLC | 0.04% | No change | 845 | $241K |
| Howe & Rusling Inc. | 0.02% | Add +174.9% | 844 | $241K |
| SilverOak Wealth Management LLC | 0.05% | No change | 842 | $240K |
| Compass Planning Associates Inc | 0.22% | No change | 839 | $239K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 839 | $239K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.7% | 836 | $239K |
| Cowa, LLC | 0.09% | No change | 829 | $237K |
| Sonoma Private Wealth LLC | 0.29% | No change | 828 | $236K |
| Werba Rubin Papier Wealth Management | 0.04% | New | 825 | $235K |
| Davis Wealth Advisors, LLC | 0.25% | New | 822 | $235K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 821 | $234K |
| CNB Bank | 0.11% | No change | 820 | $234K |
| Royal Capital Wealth Management, LLC | 0.16% | No change | 818 | $233K |
| Burk Holdings LLC | 0.15% | Reduce -15.3% | 817 | $233K |
| Mairs & Power Inc. | 0.00% | Reduce -0.5% | 817 | $233K |
| Aviance Capital Partners, LLC | 0.03% | No change | 814 | $232K |
| Visionary Wealth Advisors | 0.01% | Add +2.3% | 811 | $231K |
| Clarity Wealth Advisors, LLC | 0.06% | No change | 811 | $231K |
| MBA Advisors LLC | 0.11% | Reduce -70.8% | 804 | $229K |
| Hoxton Planning & Management, LLC | 0.08% | New | 803 | $229K |
| Goodman Advisory Group, LLC | 0.08% | No change | 803 | $229K |
| Michels Family Financial, LLC | 0.19% | No change | 800 | $228K |
| Tanager Wealth Management LLP | 0.03% | No change | 795 | $227K |
| Golden State Wealth Management, LLC | 0.03% | No change | 792 | $226K |
| Curi Capital, LLC | 0.00% | Reduce -42.5% | 788 | $226K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 789 | $225K |
| AAF Wealth Management, LLC | 0.10% | No change | 787 | $225K |
| Heritage Investment Group, Inc. | 0.04% | No change | 787 | $225K |
| Kera Capital Partners, Inc. | 0.04% | New | 784 | $224K |
| Promus Capital, LLC | 0.15% | No change | 783 | $223K |
| Kanawha Capital Management LLC | 0.02% | No change | 782 | $223K |
| Argent Trust Co | 0.01% | No change | 782 | $223K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -0.8% | 779 | $222K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $222K |
| Covington Investment Advisors Inc. | 0.03% | New | 776 | $221K |
| Fiduciary Trust Co | 0.00% | Reduce -4.9% | 770 | $220K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.4% | 761 | $218K |
| Everest Private Wealth | 0.16% | New | 762 | $217K |
| Smith Salley Wealth Management | 0.01% | New | 762 | $217K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 761 | $217K |
| Gateway Wealth Partners, LLC | 0.04% | New | 758 | $216K |
| Vishria Bird Financial Group, LLC | 0.07% | New | 757 | $216K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -11.4% | 757 | $216K |
| Schaeffer Financial LLC | 0.21% | New | 757 | $216K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 754 | $215K |
| Axos Invest Inc. | 0.16% | Reduce -8.2% | 754 | $215K |
| Triune Financial Partners, LLC | 0.06% | Reduce -33.2% | 751 | $214K |
| Flagship Wealth Advisors, LLC | 0.08% | No change | 750 | $214K |
| Narus Financial Partners, LLC | 0.07% | New | 750 | $214K |
| Oarsman Capital, Inc. | 0.03% | New | 750 | $214K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -7.5% | 748 | $213K |
| Waddell & Associates, LLC | 0.02% | New | 747 | $213K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 746 | $213K |
| Level Four Advisory Services, LLC | 0.01% | New | 745 | $213K |
| Orca Investment Management, LLC | 0.19% | Reduce -9.6% | 743 | $212K |
| Parisi Gray Wealth Management | 0.06% | New | 734 | $210K |
| Anson Capital, Inc. | 0.17% | New | 732 | $209K |
| Hilltop Holdings Inc. | 0.01% | New | 732 | $209K |
| Everstar Asset Management, LLC | 0.13% | New | 730 | $208K |
| Hemington Wealth Management | 0.03% | No change | 724 | $206K |
| Capital International Investors | 0.00% | Reduce -37.7% | 723 | $206K |
| Financial Advisors Network, Inc. | 0.03% | New | 720 | $205K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -31.2% | 716 | $205K |
| TTP Investments, Inc. | 0.07% | New | 718 | $205K |
| Enclave Advisors LLC | 0.03% | New | 716 | $204K |
| Sensible Money, LLC | 0.08% | New | 715 | $204K |
| Front Row Advisors LLC | 0.07% | No change | 712 | $204K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 713 | $203K |
| Byrne Asset Management LLC | 0.16% | New | 712 | $203K |
| Sylvest Advisors, LLC | 0.12% | New | 710 | $203K |
| Marquette Asset Management, LLC | 0.03% | No change | 706 | $201K |
| Kingsman Wealth Management, Inc. | 0.13% | New | 705 | $201K |
| Successful Portfolios LLC | 0.12% | New | 703 | $201K |
| Certified Advisory Corp | 0.02% | Reduce -21.7% | 702 | $200K |
| Brooklyn Investment Group | 0.03% | Add +41.6% | 687 | $196K |
| Solstein Capital, LLC | 0.10% | No change | 665 | $190K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +7.5% | 661 | $189K |
| GoalVest Advisory LLC | 0.05% | No change | 652 | $186K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -8.4% | 628 | $179K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +4.2% | 625 | $178K |
| Ballast Advisors LLC | 0.05% | Reduce -0.3% | 608 | $173K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -9.5% | 607 | $173K |
| CVA Family Office, LLC | 0.02% | No change | 535 | $153K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 518 | $148K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +15.3% | 511 | $146K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 505 | $144K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 500 | $143K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 490 | $140K |
| Colonial Trust Co / SC | 0.02% | No change | 484 | $138K |
| Bernard Wealth Management Corp. | 0.06% | No change | 483 | $138K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 476 | $136K |
| GAMMA Investing LLC | 0.01% | No change | 459 | $131K |
| IFP Advisors, Inc | 0.00% | No change | 453 | $129K |
| Motco | 0.01% | No change | 440 | $129K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -2.2% | 450 | $128K |
| Curio Wealth, LLC | 0.06% | Add +22200.0% | 446 | $127K |
| one8zero8, LLC | 0.03% | No change | 432 | $123K |
| Hughes Financial Services, LLC | 0.02% | Add +1.0% | 418 | $122K |
| Caldwell Trust Co | 0.01% | No change | 410 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 402 | $115K |
| Hills Bank & Trust Co | 0.01% | No change | 395 | $113K |
| Delta Asset Management LLC | 0.01% | No change | 386 | $110K |
| Robbins Farley | 0.05% | New | 378 | $108K |
| North Capital, Inc. | 0.09% | Reduce -52.3% | 376 | $107K |
| DT Investment Partners, LLC | 0.01% | No change | 369 | $105K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 367 | $105K |
| Grove Bank & Trust | 0.01% | No change | 366 | $104K |
| Pillar Financial Advisors, LLC | 0.07% | No change | 353 | $101K |
| Integrity Financial Corp | 0.05% | New | 350 | $100K |
| Intelligent Financial Strategies | 0.05% | No change | 346 | $99K |
| Ancora Advisors LLC | 0.00% | No change | 347 | $99K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -1.2% | 341 | $97K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -2.6% | 340 | $97K |
| Bare Financial Services, Inc | 0.03% | New | 336 | $96K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 335 | $96K |
| Union Savings Bank | 0.04% | Add +6.8% | 313 | $91K |
| First Pacific Financial | 0.01% | No change | 320 | $91K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 310 | $88K |
| Ameriflex Group, Inc. | 0.05% | Reduce -7.8% | 307 | $87K |
| Country Trust Bank | 0.00% | New | 296 | $84K |
| Colonial Trust Advisors | 0.01% | Reduce -50.3% | 294 | $84K |
| Tanglewood Legacy Advisors, LLC | 0.03% | New | 275 | $78K |
| Colony Family Offices, LLC | 0.02% | Add +1.5% | 274 | $78K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 273 | $78K |
| Reyes Financial Architecture, Inc. | 0.07% | No change | 272 | $78K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -3.9% | 271 | $77K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $73K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 251 | $72K |
| Perkins Coie Trust Co | 0.01% | No change | 250 | $71K |
| Granite FO LLC | 0.04% | No change | 243 | $69K |
| JDM Financial Group LLC | 0.03% | No change | 241 | $69K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 239 | $68K |
| Hantz Financial Services, Inc. | 0.00% | New | 238 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 235 | $67K |
| Sound Income Strategies, LLC | 0.00% | No change | 233 | $66K |
| Powell Investment Advisors, LLC | 0.02% | No change | 227 | $65K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -3.9% | 225 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 223 | $64K |
| Comprehensive Financial Planning, Inc. | 0.05% | No change | 213 | $61K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $60K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 200 | $57K |
| ORG Partners LLC | 0.01% | No change | 199 | $57K |
| Principia Wealth Advisory, LLC | 0.05% | No change | 197 | $56K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $54K |
| Orion Capital Management LLC | 0.02% | No change | 182 | $52K |
| Highline Wealth Partners LLC | 0.02% | Reduce -24.9% | 181 | $52K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $47K |
| Millstone Evans Group, LLC | 0.03% | No change | 160 | $46K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 155 | $44K |
| LGT Financial Advisors LLC | 0.11% | Add +7.0% | 152 | $43K |
| Hoertkorn Richard Charles | 0.02% | No change | 145 | $41K |
| Westside Investment Management, Inc. | 0.01% | No change | 143 | $41K |
| Red Tortoise LLC | 0.02% | No change | 141 | $40K |
| Field & Main Bank | 0.01% | No change | 138 | $39K |
| Sunbelt Securities, Inc. | 0.00% | No change | 142 | $38K |
| Transce3nd, LLC | 0.02% | Add +21.3% | 131 | $37K |
| Exchange Traded Concepts, LLC | 0.00% | New | 131 | $37K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 130 | $37K |
| Arlington Trust Co LLC | 0.01% | No change | 117 | $33K |
| Perritt Capital Management Inc | 0.02% | No change | 114 | $33K |
| Crews Bank & Trust | 0.00% | No change | 110 | $31K |
| Montag A & Associates Inc. | 0.00% | Reduce -85.5% | 104 | $30K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 100 | $30K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 103 | $29K |
| Evolution Wealth Management Inc. | 0.04% | — | 102 | $29K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $29K |
| Inlight Wealth Management, LLC | 0.01% | No change | 94 | $27K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 93 | $27K |
| Robinswood Financial LLC | 0.01% | No change | 81 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 82 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | Add +0.0% | 80 | $23K |
| Hurley Capital, LLC | 0.02% | No change | 78 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 77 | $22K |
| Broadwater Capital Management LLC | 0.02% | Add +28430.7% | 21,398 | $21K |
| Tidemark, LLC | 0.01% | Reduce -52.7% | 71 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -84.9% | 70 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 69 | $20K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -6.3% | 59 | $17K |
| Archer Investment Corp | 0.00% | No change | 59 | $17K |
| Quaker Wealth Management, LLC | 0.01% | — | 54 | $15K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -82.0% | 53 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 53 | $15K |
| Sittner & Nelson, LLC | 0.01% | No change | 51 | $15K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 50 | $14K |
| Financial Perspectives, Inc | 0.00% | New | 49 | $14K |
| Simplex Trading, LLC | 0.00% | New | 46 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -39.2% | 45 | $13K |
| RMG Wealth Management LLC | 0.00% | — | 44 | $13K |
| Joseph Group Capital Management | 0.00% | New | 43 | $12K |
| West Financial Advisors, LLC | 0.00% | Reduce -36.8% | 43 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 39 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 34 | $10K |
| Creekmur Asset Management LLC | 0.00% | No change | 34 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.0% | 34 | $10K |
| PFS Partners, LLC | 0.00% | No change | 33 | $9K |
| Hanson & Doremus Investment Management | 0.00% | No change | 31 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $9K |
| WestEnd Advisors, LLC | 0.00% | No change | 31 | $9K |
| Kilter Group LLC | 0.00% | New | 30 | $9K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 30 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 28 | $8K |
| Angeles Wealth Management, LLC | 0.00% | New | 27 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 28 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 25 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 24 | $7K |
| TruNorth Capital Management, LLC | 0.00% | No change | 24 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 20 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +50.0% | 18 | $5K |
| Operose Advisors LLC | 0.00% | No change | 17 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 16 | $5K |
| Vision Financial Markets LLC | 0.00% | No change | 16 | $5K |
| 2UniFi Bank | 0.00% | No change | 14 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 13 | $4K |
| MCF Advisors LLC | 0.00% | New | 12 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 11 | $3K |
| West Branch Capital LLC | 0.00% | No change | 9 | $3K |
| Nvwm, LLC | 0.00% | No change | 8 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -92.4% | 5 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 2 | $571 |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -99.9% | 1 | $285 |
"% 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.