Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q3 2025 (September 30)
1,269holders +40
85new positions
41sold out
5famous investors
$307.31avg. 13F price*

At the end of Q3 2025, 1,269 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 40 from Q2 2025. 85 opened new positions and 41 sold out. The largest holders were Jones Financial Companies LLLP ($5.3B), Creative Planning ($3.8B) and National Mutual Insurance Federation of Agricultural Cooperatives ($2.0B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vngrd Mrgstr LRG-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q3 2025)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions85$324.2M
Exits41$21.6M

All 13F filers, Q2 2025 → Q3 2025: 3,213,707 shares bought and 2,150,060 shares sold, net +1,063,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,269 holders

Jones Financial Companies LLLP 3.62% Add +3.2% 17,324,351 $5.3B
Creative Planning 2.92% Reduce -1.6% 12,394,725 $3.8B
National Mutual Insurance Federation of Agricultural Cooperatives 15.28% No change 6,543,317 $2.0B
Vanguard Group Inc. 0.02% Add +2.4% 3,679,892 $1.1B
Morgan Stanley 0.05% Add +0.1% 2,831,708 $871.8M
Bank of America Corp. 0.07% Reduce -3.6% 2,820,020 $868.2M
Northwestern Mutual Wealth Management Co. 0.56% Reduce -1.1% 2,745,324 $845.2M
UBS Group AG 0.14% Add +0.0% 2,257,283 $694.9M
PNC Financial Services Group, Inc. 0.39% Reduce -0.8% 2,106,154 $648.4M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.3% 1,938,609 $596.8M
Johnson Financial Group, LLC 45.14% Reduce -0.4% 1,603,631 $493.7M
FMR LLC 0.03% Reduce -0.6% 1,556,063 $479.0M
Wells Fargo & Company 0.10% Add +1.0% 1,535,427 $472.7M
Envestnet Asset Management Inc. 0.13% Reduce -6.8% 1,439,648 $443.2M
Moneta Group Investment Advisors LLC 3.19% Add +1.7% 1,304,328 $401.6M
Wealthquest Corp 29.00% Add +64.3% 1,180,780 $363.5M
Tiaa Trust, National Association 0.84% Add +0.3% 1,126,221 $346.7M
Capital Asset Advisory Services LLC 13.95% Add +0.0% 1,049,246 $323.0M
Axxcess Wealth Management, LLC 6.83% Add +0.7% 1,048,626 $322.8M
Wealthspire Advisors, LLC 1.68% Reduce -5.1% 1,040,972 $320.5M
Ameriprise Financial Inc. 0.06% Add +4.6% 837,115 $257.7M
Royal Bank of Canada 0.04% Reduce -0.1% 788,374 $242.7M
LPL Financial LLC 0.07% Reduce -2.5% 786,240 $242.1M
Pathstone Holdings, LLC 0.92% Reduce -2.1% 783,922 $241.4M
JFG Wealth Management, LLC 46.23% Add +1.1% 766,719 $236.0M
Wealthfront Advisers LLC 0.54% Reduce -5.8% 741,764 $228.4M
Raymond James Financial Inc. 0.07% Add +2.1% 725,751 $223.4M
Voya Financial Advisors, Inc. 20.47% Add +0.9% 691,505 $212.2M
Vantagepoint Investment Advisers LLC 1.64% New 651,803 $200.7M
Mariner, LLC 0.23% Add +9.3% 573,964 $176.7M
Cresset Asset Management, LLC 0.74% Add +4.2% 542,566 $167.5M
Bleakley Financial Group, LLC 3.88% Reduce -2.0% 543,176 $167.2M
Focus Partners Wealth 0.26% Add +1.6% 518,938 $159.8M
James J. Burns & Company, LLC 23.40% Reduce -1.7% 509,938 $157.0M
Coldstream Capital Management Inc. 1.90% Reduce -3.2% 457,951 $141.0M
GeoWealth Management, LLC 5.06% Reduce -4.3% 450,768 $138.8M
Mason & Associates, LLC 33.79% Add +0.0% 471,741 $134.6M
Garde Capital, Inc. 6.67% Reduce -0.2% 431,211 $132.8M
Commonwealth Equity Services, LLC 0.16% Add +0.9% 399,268 $122.9M
Millburn Ridgefield LLC 2.93% Reduce -7.8% 398,909 $122.8M
Catalyst Capital Advisors LLC 2.48% Reduce -7.8% 398,909 $122.8M
Ballentine Partners, LLC 1.67% Reduce -0.1% 389,936 $120.0M
Cetera Investment Advisers 0.14% Add +5.2% 385,169 $118.6M
Signaturefd, LLC 1.86% Reduce -2.6% 382,478 $117.7M
Baltimore-Washington Financial Advisors, Inc. 4.98% Add +1.3% 377,035 $116.1M
Goldman Sachs Group Inc. 0.02% Add +18.3% 360,020 $110.8M
Heartwood Wealth Advisors LLC 10.19% Add +0.7% 354,707 $109.2M
Pittenger & Anderson Inc. 3.79% Add +1.4% 335,748 $103.4M
Equitable Holdings, Inc. 0.76% Add +2.3% 335,674 $103.3M
Plante Moran Financial Advisors, LLC 6.17% Reduce -3.2% 318,832 $98.2M
JPMorgan Chase & Co. 0.01% Reduce -1.8% 314,832 $96.9M
Truepoint, Inc. 2.19% Reduce -1.6% 306,268 $94.3M
Norinchukin Bank, The 1.24% No change 300,000 $92.4M
MML Investors Services, LLC 0.25% Reduce -0.7% 298,709 $92.0M
MilWealth Group LLC 22.26% Reduce -0.7% 296,609 $91.3M
Fifth Third Bancorp 0.29% Reduce -1.9% 289,675 $89.2M
Agf Management Ltd. 0.37% Reduce -0.1% 268,233 $82.6M
Transamerica Financial Advisors, LLC 6.53% Add +0.5% 255,588 $78.7M
IMA Advisory Services, Inc. 7.74% Add +12.5% 249,988 $76.8M
Captrust Financial Advisors 0.15% Reduce -0.7% 244,490 $75.3M
Baker Avenue Asset Management, LP 1.75% Add +3.1% 237,990 $73.3M
Juncture Wealth Strategies, LLC 24.55% Reduce -0.1% 237,975 $73.3M
Riversedge Advisors, LLC 11.94% Add +6.3% 231,471 $71.3M
Osaic Holdings, Inc. 0.10% Add +20.9% 234,355 $70.6M
Parallel Advisors, LLC 1.23% Reduce -6.6% 218,243 $67.2M
Trust Point Inc. 5.39% Reduce -1.1% 216,661 $66.7M
Sunflower Bank, N.A. 15.75% Add +0.5% 210,276 $64.7M
Addis & Hill, Inc 39.32% Add +1.2% 208,652 $64.5M
Jaffetilchin Investment Partners, LLC 3.73% Add +0.2% 202,622 $62.4M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -0.2% 185,767 $57.4M
Hurlow Wealth Management Group, Inc. 13.78% Add +15.9% 172,787 $53.2M
VSM Wealth Advisory, LLC 16.17% Add +2.1% 168,831 $52.0M
Badgley Phelps Wealth Managers, LLC 1.08% Add +0.5% 166,611 $51.4M
Ieq Capital, LLC 0.15% Add +1.7% 163,554 $50.4M
QRG Capital Management, Inc. 0.60% Reduce -1.1% 161,246 $49.6M
Haverford Trust Co 0.44% Reduce -1.9% 158,847 $48.9M
Acropolis Investment Management, LLC 2.48% Add +3.1% 171,400 $48.9M
Obsidian Cio, LLC 6.33% Add +14.5% 156,828 $48.3M
Kathmere Capital Management, LLC 3.42% Add +0.2% 156,393 $48.1M
JMG Financial Group, Ltd. 1.33% Reduce -0.7% 151,952 $46.8M
Cambridge Investment Research Advisors, Inc. 0.12% Add +9.2% 145,105 $44.7M
McIlrath & Eck, LLC 4.60% Add +7.1% 144,712 $44.6M
Woodard & Co. Asset Management Group Inc. 6.63% Reduce -0.6% 132,616 $40.8M
Pure Financial Advisors, LLC 0.63% Reduce -0.4% 128,664 $39.6M
Northern Trust Corp. 0.01% Add +163.0% 125,803 $38.7M
Balentine LLC 1.40% Reduce -79.5% 123,658 $38.1M
Koesten, Hirschmann & Crabtree, INC. 17.85% Add +4.5% 121,473 $37.4M
Cerity Partners LLC 0.06% Reduce -0.7% 115,961 $35.7M
Mercer Global Advisors Inc. 0.06% Reduce -2.2% 114,300 $35.2M
Sage Financial Group Inc. 2.38% Reduce -0.7% 113,538 $35.0M
SCS Capital Management LLC 0.38% Reduce -0.5% 113,230 $34.9M
HighTower Advisors, LLC 0.04% Reduce -4.0% 109,745 $33.8M
Comerica Bank 0.13% Reduce -2.4% 109,634 $33.8M
Latigo Investments, LLC 16.91% No change 108,982 $33.6M
Betterment LLC 0.07% Reduce -8.8% 107,343 $33.0M
Leavell Investment Management, Inc. 1.36% Reduce -0.5% 104,314 $32.2M
AQR Capital Management 0.02% Add +17.0% 103,240 $31.8M
Yeomans Consulting Group, Inc. 10.82% Add +260.4% 101,441 $31.3M
Quantinno Capital Management LP 0.08% Add +86.6% 96,236 $29.6M
Truist Financial Corp. 0.04% Add +1.0% 95,823 $29.5M
Oak Hill Wealth Advisors, LLC 5.49% Reduce -1.5% 95,130 $29.3M
TD Capital Management LLC 2.47% Add +0.1% 88,971 $27.4M
Roble, Belko & Company, Inc 3.69% Add +3.7% 88,472 $27.2M
BlueSky Wealth Advisors, LLC 3.65% Reduce -6.3% 87,849 $27.0M
Modern Wealth Management, LLC 0.53% Reduce -0.7% 87,717 $27.0M
Nordwand Advisors, LLC 4.25% No change 87,000 $26.8M
Janney Montgomery Scott LLC 0.06% New 86,905 $26.8M
James Reed Financial Services, Inc. 23.69% Reduce -5.3% 85,813 $26.4M
Rockefeller Capital Management L.P. 0.05% Add +4.6% 84,690 $26.1M
Advocate Group LLC 4.25% Add +38.4% 84,031 $25.9M
Bristlecone Advisors, LLC 2.15% Add +0.2% 83,711 $25.8M
NewEdge Wealth, LLC 0.37% Reduce -2.1% 81,464 $25.5M
&partners 0.16% Reduce -3.3% 81,707 $25.1M
Beacon Pointe Advisors, LLC 0.21% Add +2.3% 80,322 $24.7M
Moller Wealth Partners 5.13% Reduce -5.3% 79,891 $24.6M
Abound Wealth Management 6.08% Add +0.4% 78,842 $24.3M
Corient Private Wealth LP 0.04% Reduce -18.8% 92,749 $24.1M
Financial Management Professionals, Inc. 2.49% Add +2.6% 77,503 $23.9M
Pinnacle Associates Ltd. 0.29% Reduce -1.1% 71,894 $22.1M
Verus Financial Partners, Inc. 2.12% Reduce -0.4% 71,456 $22.0M
Kennicott Capital Management LLC 10.53% Reduce -0.5% 70,887 $21.8M
Choreo, LLC 0.28% Reduce -0.9% 70,293 $21.7M
Wealth Architects, LLC 2.02% Reduce -1.0% 69,516 $21.4M
Arcadia Investment Advisors LLC 10.35% Add +1.6% 69,241 $21.3M
Wellington Management Group LLP 0.00% New 68,646 $21.1M
Mb, Levis & Associates, LLC 8.91% Add +4.0% 66,882 $20.6M
SPC Financial, Inc. 1.60% Reduce -2.0% 66,485 $20.5M
Trustmark Bank Trust Department 1.31% Reduce -0.1% 65,587 $20.2M
Texas Capital Bank Wealth Management Services Inc 1.66% Reduce -0.9% 65,395 $20.1M
St. Louis Trust Co 2.51% Add +9.2% 65,271 $20.1M
JNBA Financial Advisors 1.76% Add +0.2% 63,063 $19.4M
Whittier Trust Co. of Nevada Inc. 0.41% Reduce -4.3% 62,177 $19.2M
Wheelhouse Advisory Group LLC 8.24% Add +3.7% 62,177 $19.1M
Miller Investment Management, LP 1.92% Reduce -0.2% 62,115 $19.1M
Atmos Advisory, LLC 11.48% Reduce -0.4% 61,173 $18.8M
Blueprint Financial Advisors LLC 4.06% Reduce -0.8% 61,037 $18.8M
Blueprint Investment Partners LLC 2.64% Add +5.5% 61,037 $18.8M
Naples Global Advisors, LLC 1.46% Reduce -0.6% 60,693 $18.7M
First Hawaiian Bank 2.36% Reduce -0.5% 59,792 $18.4M
Natixis Advisors, LLC 0.03% Add +13.3% 58,522 $18.0M
Investors Research Corp 3.32% Add +3.9% 58,347 $18.0M
Two Sigma Investments, LP 0.03% Reduce -63.0% 57,900 $17.8M
Strategic Equity Management 6.60% Add +0.3% 57,852 $17.8M
United Capital Financial Advisors, LLC 0.13% Reduce -0.7% 56,449 $17.4M
Northern Capital Management, Inc. 9.25% Add +3.9% 55,372 $17.0M
Sequoia Financial Advisors, LLC 0.10% Add +4.8% 55,272 $17.0M
Alliancebernstein L.P. 0.01% Reduce -1.2% 55,079 $17.0M
Tarbox Family Office, Inc. 2.48% Reduce -0.5% 54,901 $16.9M
Farrell Financial LLC 10.54% Reduce -2.0% 54,609 $16.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +1.7% 54,378 $16.7M
BlackRock, Inc. 0.00% Add +781.3% 54,144 $16.7M
AlphaCore Capital LLC 0.56% Add +17.0% 53,748 $16.6M
Integrated Wealth Concepts LLC 0.15% Reduce -2.7% 53,491 $16.5M
HBK Sorce Advisory LLC 0.41% Reduce -0.6% 52,965 $16.3M
Chatham Capital Group, Inc. 2.33% Reduce -3.9% 52,666 $16.2M
CX Institutional 0.49% Reduce -0.1% 52,257 $16.1M
Total Investment Management Inc. 2.08% Reduce -1.0% 52,043 $16.0M
Proffitt & Goodson Inc. 2.29% Reduce -2.4% 51,869 $16.0M
Integris Wealth Management, LLC 3.88% Reduce -0.8% 51,808 $15.9M
Horizons Wealth Management 10.67% Reduce -1.5% 50,514 $15.6M
Biltmore Family Office, LLC 2.21% Add +0.4% 50,362 $15.5M
Riverpoint Wealth Management Holdings, LLC 3.41% Reduce -0.4% 50,374 $15.5M
Capital Advisors, Ltd. LLC 1.72% Add +1.1% 49,605 $15.3M
Stifel Financial Corp. 0.01% Reduce -0.5% 48,731 $15.0M
Madison Asset Management, LLC 0.16% Reduce -3.1% 47,968 $14.8M
Bank Hapoalim BM 1.89% New 47,700 $14.7M
NewEdge Advisors, LLC 0.07% Add +9.4% 47,229 $14.5M
Alesco Advisors, LLC, An ESL Co 0.39% Reduce -2.1% 47,092 $14.5M
Financial Engines Advisors L.L.C. 0.03% Reduce -4.7% 46,795 $14.4M
Founders Grove Wealth Partners, LLC 3.38% Reduce -3.6% 46,723 $14.4M
TFC Financial Management, Inc. 1.84% Add +6.4% 46,668 $14.4M
Headinvest, LLC 2.97% Reduce -0.0% 46,650 $14.4M
Stonegate Investment Group, LLC 0.33% Add +5.1% 46,169 $14.2M
Bank of New York Mellon Corp 0.00% Reduce -25.5% 46,124 $14.2M
HB Wealth Management, LLC 0.10% Add +65.2% 45,973 $14.2M
Amtrust Financial Services, Inc. 4.74% No change 45,800 $14.1M
Destination Wealth Management 0.39% Reduce -2.1% 45,700 $14.1M
Intergy Private Wealth, LLC 4.38% Add +2.8% 45,453 $14.0M
Baird Financial Group, Inc. 0.02% Reduce -8.5% 45,291 $13.9M
Procyon Advisors, LLC 0.82% New 45,113 $13.9M
Cullen/Frost Bankers, Inc. 0.16% Reduce -4.4% 44,882 $13.8M
MAI Capital Management 0.09% Add +0.2% 44,740 $13.8M
Keybank National Association 0.05% No change 44,715 $13.8M
D.A. Davidson & Co. 0.09% Add +2.0% 44,627 $13.7M
Smithfield Trust Co 0.61% Reduce -1.6% 44,607 $13.7M
Kestra Advisory Services, LLC 0.06% Reduce -1.0% 43,931 $13.5M
Daner Wealth Management, LLC 8.72% Add +0.7% 43,756 $13.4M
Fusion Family Wealth, LLC 1.00% Reduce -1.0% 43,399 $13.4M
Idaho Trust Co 4.46% Add +9.4% 42,993 $13.2M
Blackston Financial Advisory Group, LLC 7.52% Reduce -0.3% 41,144 $12.7M
Kestra Private Wealth Services, LLC 0.16% Add +3.5% 40,549 $12.5M
Brighton Jones LLC 0.30% Add +0.3% 40,377 $12.4M
Integrated Advisors Network LLC 0.51% Reduce -4.6% 39,812 $12.3M
Leeward Financial Partners, LLC 3.48% Add +2.0% 39,736 $12.2M
Cornerstone Advisors Asset Management, LLC 2.12% Add +0.2% 39,314 $12.1M
Plancorp, LLC 0.38% Reduce -0.1% 39,294 $12.1M
Venture Visionary Partners LLC 0.41% Add +0.0% 39,039 $12.0M
Prime Buchholz LLC 6.59% Reduce -12.5% 38,939 $12.0M
Brown Advisory Inc. 0.02% Add +2.6% 38,827 $12.0M
Moneywise, Inc. 5.40% Reduce -1.3% 38,754 $11.9M
Cranbrook Wealth Management, LLC 2.38% Reduce -1.6% 38,567 $11.9M
Allworth Financial LP 0.05% Add +0.4% 38,514 $11.9M
US Bancorp \de 0.01% Reduce -8.5% 37,701 $11.6M
Gibraltar Capital Management, Inc. 2.08% Reduce -85.9% 37,650 $11.6M
Private Advisor Group, LLC 0.06% Reduce -1.0% 37,379 $11.5M
Whittier Trust Co. 0.13% Add +4.5% 37,130 $11.5M
Patriot Investment Management Group, Inc. 0.75% Reduce -0.7% 37,163 $11.4M
Continuum Advisory, LLC 1.20% Add +0.3% 37,015 $11.4M
Atria Investments, Inc 0.13% Reduce -52.8% 36,683 $11.3M
Ledyard National Bank 1.00% Reduce -4.5% 36,279 $11.2M
Wedmont Private Capital 0.41% Reduce -10.8% 36,082 $11.2M
BIP Wealth, LLC 0.54% Reduce -1.5% 35,697 $11.0M
Capital Planning LLC 3.18% Reduce -0.3% 35,387 $10.9M
Gibson Capital, LLC 2.00% Reduce -7.7% 35,294 $10.9M
Gotham Asset Management 0.05% No change 35,192 $10.8M
SC&H Financial Advisors, Inc. 1.75% Reduce -21.9% 34,898 $10.7M
Northeast Investment Management 0.42% No change 34,100 $10.5M
Transcend Capital Advisors, LLC 0.73% Add +1.4% 33,574 $10.3M
Stratos Wealth Partners, LTD. 0.12% Reduce -0.3% 32,949 $10.1M
Citizens Financial Group Inc. 0.14% Add +0.5% 32,299 $10.0M
NorthCrest Asset Manangement, LLC 0.23% New 31,290 $9.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.23% Add +3.6% 30,353 $9.6M
SageView Advisory Group, LLC 0.33% Reduce -0.1% 31,059 $9.6M
Tortoise Investment Management, LLC 0.83% Reduce -4.7% 30,413 $9.4M
Nwam LLC 0.50% Reduce -9.4% 30,093 $9.3M
Beacon Capital Management, LLC 1.30% Reduce -22.2% 29,690 $9.1M
Summit Trail Advisors, LLC 0.13% No change 29,458 $9.1M
Orin Green Financial, LLC 3.61% Reduce -5.5% 29,354 $9.0M
Novak & Powell Financial Services, Inc. 4.73% Add +1.9% 29,201 $9.0M
Mayport, LLC 1.93% Reduce -0.3% 28,973 $8.9M
Quadrant Capital Group LLC 0.28% Reduce -7.8% 28,157 $8.7M
1900 Wealth Management LLC 0.59% Reduce -2.2% 28,058 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -5.3% 27,919 $8.6M
Simmons Bank 0.57% Reduce -4.0% 27,668 $8.5M
Valeo Financial Advisors, LLC 0.19% Reduce -0.1% 27,582 $8.5M
Ironwood Financial, llc 1.50% Add +22.1% 27,511 $8.5M
Gradient Capital Advisors, LLC 2.23% Reduce -14.4% 26,998 $8.3M
Bank of Montreal 0.00% Add +12.9% 26,946 $8.3M
Glenview Trust Co 0.13% Add +1.1% 26,879 $8.3M
Lido Advisors, LLC 0.03% Add +464.8% 26,550 $8.2M
Armbruster Capital Management, Inc. 1.38% Add +0.1% 26,361 $8.1M
Merit Financial Group, LLC 0.07% Reduce -1.2% 26,182 $8.1M
Texas Yale Capital Corp. 0.25% Add +0.0% 25,752 $7.9M
Cary Street Partners Financial LLC 0.21% Reduce -4.8% 48,979 $7.9M
Apexium Financial, LP 0.38% Reduce -0.6% 25,454 $7.8M
Farther Finance Advisors, LLC 0.12% Reduce -1.2% 25,121 $7.7M
World Investment Advisors 0.16% Reduce -2.8% 25,045 $7.7M
Soundwatch Capital LLC 1.24% Add +19.6% 25,019 $7.7M
CENTRAL TRUST Co 0.16% Reduce -24.1% 24,605 $7.6M
City Holding Co. 0.95% Reduce -3.8% 24,425 $7.5M
Savant Capital, LLC 0.05% Add +105.5% 24,299 $7.5M
Flagship Harbor Advisors, LLC 0.32% Reduce -1.3% 23,533 $7.2M
Great Valley Advisor Group, Inc. 0.14% Reduce -1.3% 23,183 $7.1M
Pinnacle Wealth Management Advisory Group, LLC 0.53% Add +0.1% 23,119 $7.1M
Clarius Group, LLC 0.42% Reduce -0.2% 23,031 $7.1M
Modera Wealth Management, LLC 0.08% Reduce -5.8% 22,945 $7.1M
Sawgrass Asset Management LLC 0.87% Add +0.5% 22,925 $7.1M
Sanctuary Advisors, LLC 0.04% Add +0.8% 22,906 $7.1M
Patron Partners, LLC 3.19% Add +1.7% 22,842 $7.0M
Assetmark, Inc. 0.01% Reduce -2.9% 22,752 $7.0M
Sage Financial Management Group, Inc. 2.23% Reduce -1.6% 22,733 $7.0M
Marietta Wealth Management, LLC 0.85% Add +0.8% 22,696 $7.0M
Fairway Wealth LLC 1.94% Reduce -7.3% 22,459 $6.9M
Kendall Capital Management 1.53% Reduce -0.1% 22,069 $6.8M
Pioneer Wealth Management Group 2.18% Add +0.1% 21,941 $6.8M
Red Wave Investments LLC 2.06% Reduce -0.2% 21,780 $6.7M
McAdam, LLC 0.33% Reduce -3.7% 21,713 $6.7M
Cascade Financial Partners, LLC 0.76% Reduce -0.9% 21,519 $6.6M
Lodestar Private Asset Management LLC 0.69% Reduce -2.2% 21,513 $6.6M
Dorsey & Whitney Trust CO LLC 0.35% No change 21,363 $6.6M
Avior Wealth Management, LLC 0.20% Reduce -5.4% 20,580 $6.3M
Intrust Bank NA 0.52% Reduce -3.5% 20,359 $6.3M
OneAscent Financial Services LLC 0.42% Add +1.2% 20,230 $6.2M
Oppenheimer & Co. Inc. 0.08% Add +4.8% 20,208 $6.2M
Councilor Wealth, LLC 2.88% Add +14.0% 20,175 $6.2M
Kohmann Bosshard Financial Services, LLC 0.64% No change 20,149 $6.2M
Citigroup Inc. 0.00% Add +8.0% 19,916 $6.1M
Black Diamond Financial, LLC 0.68% Add +0.0% 19,782 $6.1M
Ifrah Financial Services, Inc. 1.56% Reduce -0.7% 19,514 $6.0M
Human Investing LLC 0.88% Reduce -1.7% 19,236 $5.9M
Lion Street Advisors, LLC 2.01% Add +25.4% 27,006 $5.8M
Simon Quick Advisors, LLC 0.26% Add +340.1% 18,694 $5.8M
Commerce Bank 0.03% Reduce -18.5% 18,650 $5.7M
Mission Wealth Management, LP 0.12% Reduce -2.2% 18,558 $5.7M
Vontobel Holding Ltd. 0.02% Reduce -3.0% 18,544 $5.7M
Bawa N Mallick Trust 2.16% No change 18,500 $5.7M
Compound Planning, Inc. 0.18% Add +0.2% 18,208 $5.6M
Kingswood Wealth Advisors, LLC 0.34% Add +217.0% 18,136 $5.6M
O'shaughnessy Asset Management, LLC 0.03% Add +14.7% 18,052 $5.6M
One Capital Management, LLC 0.18% Add +0.0% 18,050 $5.6M
Mather Group, Llc. 0.06% Reduce -27.5% 17,730 $5.5M
Riverview Trust Co 6.60% No change 17,649 $5.4M
Phillips Financial Management, LLC 0.35% Reduce -1.0% 17,201 $5.3M
Jump Financial, LLC 0.07% New 17,140 $5.3M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -2.2% 16,957 $5.2M
Harbour Investments, Inc. 0.12% Add +49.7% 16,644 $5.1M
Objective Capital Management, LLC 5.28% Add +0.3% 16,577 $5.1M
PDS Planning, Inc 0.35% Reduce -0.5% 16,515 $5.1M
Warwick Investment Management, Inc. 0.88% Add +2.8% 16,489 $5.1M
Glenmede Investment Management, LP 0.02% Reduce -0.1% 16,459 $5.1M
IFG Advisory, LLC 0.23% Reduce -1.7% 16,433 $5.1M
Ritholtz Wealth Management 0.10% Reduce -9.0% 16,408 $5.1M
Infinity Wealth Counsel, LLC 4.90% Reduce -3.6% 16,394 $5.0M
BOK Financial Private Wealth, Inc. 0.32% No change 16,328 $5.0M
Apella Capital, LLC 0.11% No change 16,488 $5.0M
Transcendent Capital Group LLC 2.25% Add +0.4% 16,332 $5.0M
Glassman Wealth Services 0.70% Add +160.9% 16,289 $5.0M
J.W. Cole Advisors, Inc. 0.10% Add +5.5% 16,222 $5.0M
Magnolia Capital Advisors LLC 1.30% Add +2.7% 16,188 $5.0M
Pitcairn Co. 0.39% No change 16,112 $5.0M
WASHINGTON TRUST Co 0.16% Reduce -0.4% 15,955 $4.9M
Ausdal Financial Partners, Inc. 0.24% Add +0.3% 15,832 $4.9M
Rehmann Capital Advisory Group 0.27% Add +3.8% 15,783 $4.9M
Tumwater Wealth Management, LLC 2.15% Reduce -5.0% 15,693 $4.8M
FC Advisory LLC 1.38% Reduce -0.7% 15,366 $4.7M
Johnson Wealth Management, LLC 2.60% — 15,355 $4.7M
BLB&B Advisors, LLC 0.20% Reduce -0.1% 14,989 $4.6M
Interactive Financial Advisors, Inc. 2.48% Reduce -4.0% 14,878 $4.6M
Watershed Private Wealth LLC 1.43% Reduce -5.0% 14,712 $4.5M
Aspiriant, LLC 0.14% Add +10.1% 14,680 $4.5M
KMG Fiduciary Partners, LLC 0.30% No change 14,330 $4.4M
Country Club Bank 0.26% No change 14,326 $4.4M
Evercore Wealth Management, LLC 0.06% Reduce -2.4% 14,162 $4.4M
Kingsview Wealth Management, LLC 0.07% Add +33.3% 14,161 $4.4M
Adams Wealth Management 0.93% Reduce -44.4% 14,110 $4.3M
CacheTech Inc. 0.87% Reduce -44.4% 14,110 $4.3M
Sax Wealth Advisors, LLC 0.23% Reduce -12.2% 14,055 $4.3M
Twin Focus Capital Partners, LLC 0.55% Reduce -0.8% 14,040 $4.3M
Financial Connections Group, Inc. 1.68% Reduce -1.3% 13,985 $4.3M
Caprock Group, LLC 0.11% — 14,395 $4.3M
SWP Financial LLC 2.18% Reduce -0.0% 13,937 $4.3M
Sculati Wealth Management, LLC 1.51% Reduce -48.3% 13,933 $4.3M
Medallion Wealth Advisors, LLC 1.51% Add +0.9% 13,790 $4.2M
Fiducient Advisors LLC 0.49% Reduce -3.4% 13,606 $4.2M
PCG Wealth Advisors, LLC 1.18% Reduce -1.6% 13,168 $4.1M
Gainplan LLC 1.71% Reduce -6.0% 13,105 $4.0M
Topel & Distasi Wealth Management, LLC 1.98% Add +0.7% 13,028 $4.0M
Brooklyn FI, LLC 0.90% Reduce -0.1% 12,995 $4.0M
Bragg Financial Advisors, Inc 0.13% Reduce -2.3% 12,825 $3.9M
Evanson Asset Management, LLC 0.22% Reduce -0.5% 12,509 $3.9M
Caitlin John, LLC 2.68% Reduce -1.0% 12,502 $3.8M
Financial Insights, Inc. 1.27% Reduce -1.2% 12,478 $3.8M
TD Waterhouse Canada Inc. 0.03% Reduce -2.4% 12,396 $3.8M
SigFig Wealth Management, LLC 0.12% Reduce -11.0% 12,216 $3.7M
Zhang Financial LLC 0.15% Add +0.0% 12,081 $3.7M
Wilmington Savings Fund Society, FSB 0.09% Reduce -4.3% 12,027 $3.7M
Capital Squared Financial LLC 3.18% Add +5.9% 11,923 $3.7M
Atticus Wealth Management, LLC 0.93% Reduce -2.9% 11,916 $3.7M
Beaumont Financial Advisors, LLC 0.24% Reduce -0.5% 11,820 $3.6M
Sapient Capital LLC 0.06% Add +0.0% 11,763 $3.6M
ARK & TLK Investments, LLC 1.14% No change 11,709 $3.6M
Roundview Capital LLC 0.23% Reduce -2.7% 11,628 $3.6M
Fortem Financial Group, LLC 1.02% Reduce -0.8% 11,591 $3.6M
Coppell Advisory Solutions LLC 0.38% Add +1.1% 11,560 $3.5M
Parsons Capital Management Inc. 0.20% Reduce -9.1% 11,439 $3.5M
Park Avenue Securities LLC 0.03% Reduce -0.1% 11,385 $3.5M
SouthState Bank Corp 0.16% Reduce -11.3% 11,359 $3.5M
PCA Investment Advisory Services Inc. 1.28% Add +0.5% 11,219 $3.5M
Glass Jacobson Investment Advisors llc 1.23% Reduce -2.8% 11,092 $3.4M
Dahring | Cusmano LLC 2.45% Add +2.1% 10,996 $3.4M
Sheets Smith Wealth Management 0.38% Reduce -3.5% 10,994 $3.4M
Mathes Company, Inc. 1.22% No change 10,961 $3.4M
Wells Financial Advisors INC 4.43% Reduce -5.3% 10,745 $3.3M
Cantor Fitzgerald Investment Advisors L.P. 0.22% Reduce -1.2% 10,714 $3.3M
NORTHSTAR ASSET MANAGEMENT Co 0.70% Add +1.1% 10,530 $3.2M
Obermeyer Wealth Partners 0.15% No change 10,489 $3.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% No change 10,393 $3.2M
TD Private Client Wealth LLC 0.07% Add +42.4% 10,338 $3.2M
Savvy Advisors, Inc. 0.15% Reduce -1.6% 10,327 $3.2M
Principal Securities, Inc. 0.05% Add +19.8% 10,323 $3.2M
Cardiff Park Advisors, LLC 0.24% Add +0.1% 10,320 $3.2M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -0.8% 10,273 $3.2M
Astra Wealth Partners LLC 2.17% Reduce -1.4% 10,133 $3.1M
L.K. Benson & Company, P.C. 1.68% Add +9.6% 10,133 $3.1M
Brown Brothers Harriman & Co. 0.02% Add +0.8% 9,963 $3.1M
Neuberger Berman Group LLC 0.00% Add +6.9% 9,946 $3.1M
Krilogy Financial LLC 0.11% New 9,694 $3.0M
Freestone Capital Holdings, LLC 0.09% No change 9,784 $3.0M
HRT Financial LP 0.01% New 9,759 $3.0M
Prospera Financial Services Inc 0.05% Add +3.1% 9,734 $3.0M
Alley Investment Management Company, LLC 0.35% No change 9,729 $3.0M
Financial Alternatives, Inc 1.81% No change 9,723 $3.0M
William Mack & Associates, Inc. 1.61% Reduce -0.3% 9,711 $3.0M
Charles Schwab Trust Co 0.20% No change 9,591 $3.0M
Bessemer Group Inc. 0.00% Reduce -1.6% 9,427 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Add +25.6% 9,399 $2.9M
Aptus Capital Advisors, LLC 0.03% Add +9.7% 9,376 $2.9M
Global Retirement Partners, LLC 0.06% Reduce -0.8% 9,360 $2.9M
Concurrent Investment Advisors, LLC 0.05% Add +9.5% 9,339 $2.9M
Boston Family Office LLC 0.18% Reduce -9.8% 9,340 $2.9M
Founders Financial Securities LLC 0.19% Reduce -15.8% 9,287 $2.9M
McClarren Financial Advisors, Inc. 1.74% Reduce -2.5% 9,090 $2.9M
Edge Financial Advisors LLC 1.27% Reduce -0.3% 9,225 $2.8M
Pinnacle Financial Group, LLC / IL 0.86% Reduce -8.2% 9,202 $2.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.2% 9,173 $2.8M
Fortitude Advisory Group L.L.C. 1.52% Reduce -2.8% 9,168 $2.8M
Wiser Wealth Management, Inc 0.64% Reduce -1.6% 9,123 $2.8M
YHB Investment Advisors, Inc. 0.20% Add +2.3% 9,056 $2.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +7.1% 8,911 $2.8M
Secure Asset Management, LLC 0.46% Reduce -33.7% 8,980 $2.8M
Blankinship & Foster, LLC 0.61% Reduce -0.8% 8,999 $2.8M
Orion Porfolio Solutions, LLC 0.02% Add +36.4% 8,987 $2.8M
AMG National Trust Bank 0.07% Reduce -1.6% 8,956 $2.8M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -2.7% 8,909 $2.8M
Partners in Financial Planning 0.47% Add +0.1% 8,876 $2.7M
Franklin, Parlapiano, Turner & Welch, LLC 0.68% No change 8,770 $2.7M
Dentgroup LLC 1.73% Reduce -0.1% 8,705 $2.7M
Summit Financial, LLC 0.04% Reduce -0.1% 8,658 $2.7M
Hartmann Taylor Wealth Management, LLC 1.91% Add +3.2% 8,626 $2.7M
IHT Wealth Management, LLC 0.07% Reduce -0.9% 8,517 $2.6M
M&T Bank Corp 0.01% Reduce -1.2% 8,490 $2.6M
Lifeworks Advisors, LLC 0.35% Add +25.6% 8,360 $2.6M
Independent Financial Group, LLC 0.06% Add +4.7% 8,351 $2.6M
Bluestem Financial Advisors, LLC 1.00% Reduce -0.7% 8,313 $2.6M
Royal Fund Management, LLC 0.30% Reduce -18.2% 8,105 $2.5M
Renaissance Technologies 0.00% Add +50.0% 8,100 $2.5M
Stone Summit Wealth LLC 0.70% Reduce -0.6% 8,057 $2.5M
Howard Wealth Management, LLC 1.14% Reduce -3.7% 8,023 $2.5M
Sand Hill Global Advisors, LLC 0.09% No change 7,938 $2.4M
Market Street Wealth Management Advisors LLC 0.39% Reduce -2.1% 7,892 $2.4M
GW&K Investment Management, LLC 0.02% Add +9493.9% 7,867 $2.4M
Nicolet Bankshares Inc. 0.39% Reduce -3.3% 7,863 $2.4M
Lanark Financial, Inc. 0.19% Add +0.9% 7,833 $2.4M
Balanced Rock Investment Advisors LLC 1.75% Reduce -3.0% 7,792 $2.4M
Boston Trust Walden Corp 0.02% No change 7,645 $2.4M
DAVENPORT & Co LLC 0.01% Add +0.7% 7,449 $2.3M
WBH Advisory Inc. 0.17% Add +0.1% 7,438 $2.3M
Oxford Financial Group, LTD. LLC 0.13% No change 7,352 $2.3M
Retireful, LLC 2.17% New 7,284 $2.2M
Simplicity Wealth,LLC 0.13% New 7,281 $2.2M
Strategic Financial Concepts, LLC 0.32% No change 7,245 $2.2M
Cwm, LLC 0.01% Add +18.7% 7,159 $2.2M
Waverly Advisors, LLC 0.02% Reduce -7.0% 7,141 $2.2M
Sequent Asset Management, LLC 1.04% No change 7,127 $2.2M
Joel Isaacson & Co., LLC 0.08% Add +4.5% 7,122 $2.2M
Sage Mountain Advisors LLC 0.13% Add +206.3% 7,113 $2.2M
Great Point Wealth Advisors, LLC 0.41% — 7,110 $2.2M
Consolidated Portfolio Review Corp 0.27% Add +97.2% 7,091 $2.2M
AdvisorNet Financial, Inc 0.12% Add +0.1% 7,058 $2.2M
Signature Estate & Investment Advisors LLC 0.05% Add +4.6% 7,053 $2.2M
Sei Investments Co. 0.00% Add +8.8% 7,022 $2.2M
Nations Financial Group Inc, /Ia/ 0.13% Add +1.5% 6,966 $2.1M
Uptick Partners, LLC 0.55% Reduce -2.5% 6,787 $2.1M
Ellenbecker Investment Group 0.31% Reduce -5.5% 6,742 $2.1M
S.A. Mason LLC 0.91% Add +0.1% 6,716 $2.1M
Advisory Services Network, LLC 0.03% Add +4.8% 6,699 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +0.4% 6,642 $2.0M
Athena Investment Management 1.06% Add +45.5% 6,600 $2.0M
Scott & Selber, Inc. 0.52% Add +0.3% 6,581 $2.0M
SeaCrest Wealth Management, LLC 0.21% Reduce -10.0% 6,501 $2.0M
Measured Wealth Private Client Group, LLC 0.54% No change 6,533 $2.0M
Legacy Advisors, LLC 0.25% — 6,503 $2.0M
Fairman Group, LLC 1.61% Reduce -0.8% 6,491 $2.0M
RTD Financial Advisors, Inc. 0.24% Reduce -2.7% 6,460 $2.0M
Staley Capital Advisers Inc. 0.08% Reduce -0.8% 6,451 $2.0M
Kelman-Lazarov, Inc. 0.29% Add +49.5% 6,448 $2.0M
Seamount Financial Group Inc. 0.94% Add +2.9% 6,433 $2.0M
KM Capital Management Ltd. 0.91% Reduce -9.7% 6,423 $2.0M
American Investment Services, Inc. 0.47% Add +6.0% 6,422 $2.0M
Thrivent Financial for Lutherans 0.00% Add +244.5% 6,298 $1.9M
Legacy Private Trust Co. 0.12% No change 6,274 $1.9M
Davidson Trust Co. 0.80% No change 6,256 $1.9M
Berger Financial Group, Inc 0.11% No change 6,227 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +9.0% 6,191 $1.9M
Luminist Capital LLC 1.67% Add +8.8% 6,159 $1.9M
Life Planning Partners, Inc 1.39% Reduce -3.1% 6,178 $1.9M
DBK Financial Counsel, LLC 1.56% No change 6,040 $1.9M
Mustard Seed Financial, LLC 1.19% Add +1.2% 6,021 $1.9M
First Trust Advisors LP 0.00% Add +14.7% 6,021 $1.9M
Mystic Asset Management, Inc. 0.41% Reduce -1.3% 5,886 $1.8M
CFS Investment Advisory Services, LLC 0.13% Reduce -0.9% 5,782 $1.8M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -3.2% 5,842 $1.8M
Forum Financial Management, LP 0.02% No change 5,832 $1.8M
Prosperity Consulting Group, LLC 0.09% Add +14.9% 5,784 $1.8M
Versant Capital Management, Inc 0.24% No change 5,774 $1.8M
Center for Financial Planning, Inc. 0.19% Add +0.5% 5,769 $1.8M
First Community Trust NA 1.37% Add +11.3% 5,760 $1.8M
Brown, Lisle/Cummings, Inc. 0.45% No change 5,755 $1.8M
Thomasville National Bank 0.11% No change 5,751 $1.8M
Daymark Wealth Partners, LLC 0.06% Reduce -0.8% 5,739 $1.8M
Private Management Group Inc. 0.05% No change 5,721 $1.8M
Alerus Financial NA 0.09% No change 5,705 $1.8M
General Partner, Inc. 0.97% No change 5,700 $1.8M
Grandfield & Dodd, LLC 0.10% Add +1.4% 5,630 $1.7M
EnRich Financial Partners LLC 0.49% Reduce -0.2% 5,608 $1.7M
Dakota Wealth Management 0.03% No change 5,597 $1.7M
Capital Management Associates, Inc 0.46% No change 5,581 $1.7M
Manuka Financial, LLC 1.06% Reduce -2.5% 5,559 $1.7M
Chicago Partners Investment Group LLC 0.04% Add +0.2% 5,384 $1.7M
Orser Capital Management, LLC 0.89% Reduce -4.3% 5,525 $1.7M
Empirical Asset Management, LLC 0.47% Add +114.2% 11,746 $1.7M
Larson Financial Group LLC 0.06% Add +71.2% 5,500 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -2.4% 5,483 $1.7M
Olistico Wealth, LLC 0.89% Add +0.0% 5,476 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -2.6% 5,464 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +1.5% 5,447 $1.7M
Austin Wealth Management, LLC 0.26% New 5,416 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -0.9% 5,420 $1.7M
Entrewealth, LLC 0.86% New 5,416 $1.7M
Van Hulzen Asset Management, LLC 0.12% Add +0.9% 5,410 $1.7M
Rebalance, LLC 0.10% No change 5,400 $1.7M
Waldron Private Wealth LLC 0.07% Add +1.8% 5,360 $1.7M
Cahaba Wealth Management, Inc. 0.12% Reduce -0.6% 5,371 $1.7M
Pallas Capital Advisors LLC 0.06% Reduce -22.0% 5,342 $1.6M
Chicago Capital, LLC 0.04% New 5,335 $1.6M
Empower Advisory Group, LLC 0.00% Add +0.3% 5,272 $1.6M
Gill Capital Partners, LLC 0.49% Reduce -0.7% 5,254 $1.6M
Composition Wealth, LLC 0.02% Add +78.2% 5,235 $1.6M
Investment Counsel Co. of Nevada 3.24% Add +0.3% 5,165 $1.6M
Blair William & Co. 0.00% Reduce -0.0% 5,164 $1.6M
Cypress Wealth Services, LLC 0.26% Reduce -13.7% 5,162 $1.6M
Wedbush Securities Inc. 0.05% Reduce -6.8% 5,155 $1.6M
TABR Capital Management, LLC 1.08% Reduce -1.4% 5,158 $1.6M
Midwest Trust Co 0.02% New 5,139 $1.6M
Vista Capital Partners, Inc. 0.16% Reduce -5.9% 5,108 $1.6M
Snowden Capital Advisors LLC 0.04% Add +0.2% 5,083 $1.6M
Synovus Financial Corp. 0.02% Reduce -2.8% 5,069 $1.6M
Mosaic Family Wealth Partners, LLC 0.18% No change 5,075 $1.6M
Round Rock Advisors LLC 0.25% Reduce -0.8% 5,052 $1.6M
Annex Advisory Services, LLC 0.03% Reduce -0.8% 5,038 $1.6M
Capital Investment Advisors, LLC 0.03% Reduce -1.6% 5,025 $1.5M
Eagle Strategies LLC 0.21% Reduce -11.2% 4,982 $1.5M
Harbor Asset Planning, Inc. 1.37% Add +0.2% 4,974 $1.5M
Mgo One Seven LLC 0.04% Add +0.3% 4,973 $1.5M
Southland Equity Partners LLC 0.31% Add +5.5% 4,957 $1.5M
Bearing Point Capital, LLC 0.26% Reduce -8.2% 4,948 $1.5M
Quadcap Wealth Management, LLC 0.18% Reduce -17.1% 4,947 $1.5M
Wellspring Financial Advisors, LLC 0.14% Add +0.2% 4,934 $1.5M
GSG Advisors LLC 0.40% Add +0.1% 4,907 $1.5M
Physician Wealth Advisors, Inc. 0.22% Add +27.2% 4,920 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Add +2.6% 4,893 $1.5M
Battery Global Advisors, LLC 0.71% Add +0.0% 4,880 $1.5M
Pathway Financial Advisors LLC 0.20% No change 4,891 $1.5M
Choate Investment Advisors 0.03% Add +29.1% 4,883 $1.5M
Meridian Wealth Management, LLC 0.06% Add +1.2% 4,867 $1.5M
Tsfg, LLC 0.24% Add +0.0% 4,823 $1.5M
Lodestone Wealth Management LLC 0.67% Add +0.3% 4,808 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -73.1% 4,798 $1.5M
Perigon Wealth Management, LLC 0.03% Add +13.6% 4,795 $1.5M
Brandywine Oak Private Wealth LLC 0.13% No change 4,789 $1.5M
Synergy Financial Group, LTD 0.99% Add +3.4% 4,785 $1.5M
Key Financial Inc 0.27% No change 4,763 $1.5M
Wealthstream Advisors, Inc. 0.22% No change 4,777 $1.5M
Arkadios Wealth Advisors 0.04% Add +5.8% 4,755 $1.5M
Bokf, NA 0.02% Add +16.3% 4,678 $1.4M
Destiny Wealth Partners, LLC 0.18% No change 4,666 $1.4M
Appleton Partners Inc. 0.10% Add +1.1% 4,664 $1.4M
Sigma Planning Corp 0.04% Reduce -9.3% 4,662 $1.4M
Belpointe Asset Management LLC 0.05% Add +20.8% 4,655 $1.4M
Maridea Wealth Management LLC 0.22% Add +2.2% 4,594 $1.4M
Gries Financial LLC 0.22% No change 4,603 $1.4M
CWA Asset Management Group, LLC 0.05% Reduce -8.0% 4,593 $1.4M
Tudor Investment Corporation 0.01% New 4,557 $1.4M
GenTrust, LLC 0.06% No change 4,532 $1.4M
Greenleaf Trust 0.01% Reduce -2.5% 4,541 $1.4M
Bell Investment Advisors, Inc 0.23% Add +0.1% 4,536 $1.4M
Next Capital Management LLC 0.46% No change 4,509 $1.4M
Endeavor Private Wealth, Inc. 0.43% New 4,481 $1.4M
FAS Wealth Partners, Inc. 0.09% Reduce -17.6% 4,479 $1.4M
WealthCollab, LLC 0.64% Reduce -0.7% 4,475 $1.4M
Anchor Capital Advisors LLC 0.04% Reduce -1.6% 4,451 $1.4M
Flputnam Investment Management Co. 0.02% No change 4,426 $1.4M
MontVue Capital Management, Inc. 0.91% No change 4,407 $1.4M
BWM Planning, LLC 0.40% No change 4,387 $1.4M
Silverlake Wealth Management LLC 0.33% No change 4,319 $1.3M
Ameritas Advisory Services, LLC 0.09% Reduce -83.4% 4,295 $1.3M
Silver Oak Advisory Group, Inc. 0.60% No change 4,283 $1.3M
Factor Wealth Management LTD 0.33% Reduce -9.4% 4,246 $1.3M
Rodgers & Associates, LTD 0.13% No change 4,237 $1.3M
Nicholas Hoffman & Company, LLC. 0.03% No change 4,207 $1.3M
Lee Danner & Bass Inc. 0.09% Add +1.4% 4,139 $1.3M
Pacific Financial Group Inc. 0.94% No change 4,126 $1.3M
Russell Investments Group, Ltd. 0.00% Add +27.5% 4,122 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.20% Add +13.1% 3,992 $1.3M
Fortis Capital Management LLC 0.18% Add +0.4% 4,113 $1.3M
Pachira Investments Inc. 0.71% Add +6.8% 4,103 $1.3M
FSM Wealth Advisors, LLC 0.18% Add +16.4% 4,098 $1.3M
AE Wealth Management LLC 0.01% Add +25.6% 4,090 $1.3M
Marquette Associates, Inc. 1.50% Reduce -3.0% 4,042 $1.2M
Capital Analysts, LLC 0.04% Add +0.6% 3,980 $1.2M
American Money Management, LLC 0.20% Add +0.1% 3,967 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -24.8% 3,902 $1.2M
Fiduciary Advisors, Inc. 0.97% Add +32.6% 3,898 $1.2M
David J Yvars Group 0.64% Reduce -4.1% 3,868 $1.2M
Advisors Capital Management, LLC 0.01% Reduce -0.2% 3,845 $1.2M
Net Worth Advisory Group 0.34% Reduce -37.2% 3,819 $1.2M
Grandview Asset Management LLC 0.33% Add +0.8% 3,805 $1.2M
Unique Wealth, LLC 0.17% Reduce -0.1% 3,804 $1.2M
Seven Post Investment Office LP 0.42% No change 3,800 $1.2M
Abacus Planning Group, Inc. 0.16% No change 3,791 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +1.1% 3,771 $1.2M
Wescott Financial Advisory Group, LLC 0.10% Reduce -29.6% 3,768 $1.2M
Mutual Advisors, LLC 0.03% Add +2.3% 3,716 $1.2M
Berkeley Capital Partners, LLC 0.27% Reduce -0.4% 3,721 $1.1M
Aspen Wealth Management LLC 0.25% Add +0.3% 3,703 $1.1M
Tranquility Partners, LLC 0.38% Reduce -18.8% 3,691 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +32.4% 3,654 $1.1M
Lutz Financial Services LLC 0.08% Add +0.3% 3,625 $1.1M
Golden Bell Financial Planning LLC 0.96% Reduce -1.7% 3,607 $1.1M
Carnegie Investment Counsel 0.02% Add +29.8% 3,596 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.32% Add +0.3% 3,587 $1.1M
Core Wealth Advisors, Inc. 0.29% No change 3,580 $1.1M
Acorn Financial Advisory Services Inc. 0.17% Reduce -0.2% 3,548 $1.1M
Western Wealth Management, LLC 0.06% Add +121.2% 3,522 $1.1M
Liberty Square Wealth Partners LLC 0.33% No change 3,516 $1.1M
WealthTrust Asset Management, LLC 0.75% Add +5.7% 3,510 $1.1M
Plum Street Advisors, LLC 0.42% No change 3,510 $1.1M
Ted Buchan & Co 0.42% Reduce -22.2% 3,489 $1.1M
Kirtland Hills Capital Management, LLC 0.42% No change 3,489 $1.1M
Kwmg, LLC 0.09% No change 3,477 $1.1M
Studio Investment Management LLC 0.20% Add +19.8% 3,452 $1.1M
High Net Worth Advisory Group LLC 0.26% Add +0.1% 3,457 $1.1M
Sloy Dahl & Holst, LLC 0.11% Add +5.9% 3,454 $1.1M
Marshall Financial Group, LLC 0.21% No change 3,449 $1.1M
Morton Capital Management LLC 0.17% No change 3,445 $1.1M
Liberty Wealth Management LLC 0.15% Reduce -3.4% 3,440 $1.1M
Oakworth Capital, Inc. 0.06% No change 3,435 $1.1M
Interchange Capital Partners, LLC 0.21% Reduce -0.1% 3,425 $1.1M
Dynamic Advisor Solutions LLC 0.03% Reduce -3.9% 3,424 $1.1M
Johnson Investment Counsel Inc. 0.01% No change 3,420 $1.1M
Evergreen Capital Management LLC 0.02% No change 3,397 $1.0M
Trivium Point Advisory, LLC 0.11% Add +0.0% 3,385 $1.0M
Focus Financial Network, Inc. 0.04% Add +2.3% 3,374 $1.0M
Spire Wealth Management 0.04% No change 3,378 $1.0M
Slow Capital, Inc. 0.12% Add +1.2% 3,343 $1.0M
KW Wealth Management LLC 1.72% — 3,284 $1.0M
Breakwater Investment Management 0.37% No change 3,280 $1.0M
Pennington Partners & Co., LLC 0.48% Reduce -3.9% 3,256 $1.0M
Journey Beyond Wealth, LLC 0.82% Reduce -6.4% 3,258 $1.0M
BSW Wealth Partners 0.12% No change 3,250 $1.0M
GEN Financial Management, INC. 0.86% No change 3,221 $993K
Ethos Financial Group, LLC 0.08% Add +6.6% 3,190 $985K
Sendero Wealth Management, LLC 0.11% No change 3,185 $981K
Essex Financial Services, Inc. 0.06% Reduce -0.5% 3,178 $978K
Moisand Fitzgerald Tamayo, LLC 0.12% Reduce -0.5% 3,169 $976K
Keystone Financial Group 0.07% Add +0.0% 3,163 $974K
Primoris Wealth Advisors, LLC 0.62% No change 3,153 $971K
Old Mission Investment Co LLC 0.24% Add +70.7% 3,136 $968K
Tower Research Capital LLC (TRC) 0.03% Add +90.1% 3,124 $962K
Farmers National Bank 0.23% Add +1.4% 3,109 $957K
Atwater Malick LLC 0.28% Reduce -1.8% 3,098 $954K
Balboa Wealth Partners 0.16% Add +5.5% 3,098 $954K
Stratos Investment Management, LLC 0.04% Add +0.1% 3,073 $946K
Red Door Wealth Management, LLC 0.10% Add +0.2% 3,056 $941K
Walkner Condon Financial Advisors LLC 0.15% Add +2.3% 3,050 $939K
RCS Financial Planning, LLC 0.41% Reduce -3.8% 3,027 $934K
Verdence Capital Advisors LLC 0.05% Reduce -0.9% 2,947 $934K
Ferguson Wellman Capital Management, Inc. 0.01% No change 3,011 $927K
Jacobi Capital Management LLC 0.06% No change 3,009 $926K
Compass Ion Advisors, LLC 0.09% Add +0.2% 2,994 $922K
Journey Strategic Wealth LLC 0.03% Reduce -0.9% 2,994 $922K
Astoria Strategic Wealth, Inc. 0.23% Reduce -0.1% 2,965 $913K
Mayflower Financial Advisors, LLC 0.11% Reduce -0.5% 2,964 $912K
Madison Wealth Partners, Inc 0.18% Reduce -0.6% 2,952 $909K
Cahill Financial Advisors Inc. 0.10% Reduce -5.8% 2,935 $903K
Essex LLC 0.16% Reduce -14.1% 2,931 $902K
Root Financial Partners, LLC 0.06% Add +191.3% 2,930 $902K
Fee-Only Financial Planning, L.C. 0.53% Reduce -0.1% 2,925 $900K
Breakwater Capital Group 0.13% Reduce -0.2% 2,879 $886K
Fortis Capital Advisors, LLC 0.14% Reduce -1.1% 2,871 $884K
Opus Capital Group, LLC 0.10% Add +0.3% 2,866 $882K
Clarity Capital Advisors, LLC 0.47% Add +0.3% 2,813 $866K
Values Added Financial LLC 0.38% No change 2,801 $862K
Cassaday & Co Wealth Management LLC 0.02% Add +0.1% 2,777 $855K
Coastline Trust Co 0.09% No change 2,776 $855K
Traphagen Investment Advisors LLC 0.07% Add +14.4% 2,772 $853K
Norden Group LLC 0.09% Add +2.5% 2,752 $847K
Meridian Wealth Advisors, LLC 0.12% No change 2,750 $847K
CGC Financial Services, LLC 0.23% No change 2,731 $841K
Trust Co. of Vermont 0.04% Reduce -45.7% 2,730 $840K
Bailard, Inc. 0.02% No change 2,710 $834K
Apollon Wealth Management, LLC 0.01% Add +10.4% 2,706 $833K
Rockwood Wealth Management, LLC 0.07% No change 2,690 $828K
SMI Advisory Services, LLC 0.16% Reduce -4.5% 2,658 $822K
NorthCoast Asset Management LLC 0.00% Add +0.0% 2,654 $818K
Stevens Capital Partners 0.24% Reduce -17.9% 2,632 $810K
Goldstein Advisors, LLC 0.10% No change 2,628 $809K
Foundations Investment Advisors, LLC 0.01% Reduce -1.2% 2,622 $807K
Rwa Wealth Partners, LLC 0.01% Reduce -0.7% 2,606 $802K
Venturi Wealth Management, LLC 0.04% No change 2,590 $797K
Sovran Advisors, LLC 0.07% Reduce -0.1% 2,532 $796K
Anderson Hoagland & Co. 0.07% No change 2,584 $796K
LPWM LLC 0.21% No change 2,578 $794K
Burling Wealth Partners, LLC 0.13% No change 2,576 $793K
Western Financial Corp 0.34% Reduce -1.9% 2,574 $792K
Embree Financial Group 0.11% Reduce -1.9% 2,572 $792K
Bay Capital Advisors, LLC 0.51% Add +0.1% 2,565 $790K
Wealth Alliance, LLC 0.08% Reduce -8.4% 2,564 $789K
Apollon Financial, LLC 0.13% No change 2,563 $789K
Franklin Resources Inc. 0.00% Reduce -1.9% 2,560 $788K
Arista Wealth Management, LLC 0.10% No change 2,546 $784K
Salomon & Ludwin, LLC 0.07% Reduce -5.8% 2,478 $766K
Tradewinds, LLC. 0.19% New 2,476 $762K
FF Advisors,LLC 0.36% No change 2,471 $761K
Cozad Asset Management Inc. 0.06% Reduce -16.2% 2,461 $758K
Everpar Advisors LLC 0.30% No change 2,450 $754K
Hardy Reed LLC 0.06% No change 2,443 $752K
McDonough Capital Management, Inc 0.37% Reduce -93.5% 2,418 $744K
Crescent Sterling, Ltd. 0.78% Reduce -20.0% 2,400 $739K
Nicolet Advisory Services, LLC 0.06% Add +32.6% 2,386 $738K
Define Financial, LLC 0.44% Add +0.3% 2,389 $736K
RDA Financial Network 0.18% Add +11.5% 2,388 $735K
Select Asset Management & Trust 0.22% No change 2,365 $728K
Braun-Bostich & Associates Inc. 0.46% No change 2,360 $727K
Old National Bancorp 0.01% Reduce -2.1% 2,360 $727K
Bensler, LLC 0.08% Reduce -15.1% 2,358 $726K
City State Bank 0.21% No change 2,355 $725K
United Asset Strategies, Inc. 0.06% Reduce -0.3% 2,342 $721K
Novare Capital Management LLC 0.05% Add +0.5% 2,332 $718K
Graves Light Lenhart Wealth, Inc. 0.08% Add +37.7% 2,325 $716K
Peterson Wealth Advisors, LLC 0.11% Reduce -0.4% 2,302 $712K
Beacon Financial Strategies CORP 0.42% No change 2,306 $710K
Keystone Wealth Services, LLC 0.15% Reduce -4.4% 2,306 $710K
Brookstone Capital Management 0.01% Reduce -4.3% 2,305 $710K
CreativeOne Wealth, LLC 0.02% Add +15.4% 2,305 $710K
Awm Capital, LLC 0.06% No change 2,296 $709K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -4.7% 2,293 $708K
CGN Advisors LLC 0.06% Reduce -5.8% 2,299 $708K
Stephens Inc. 0.01% Reduce -0.3% 2,291 $705K
XY Planning Network, Inc. 0.24% No change 2,469 $704K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.0% 2,266 $698K
CoreCap Advisors, LLC 0.03% Add +51.7% 2,254 $694K
Winthrop Advisory Group LLC 0.06% Reduce -1.1% 2,235 $690K
Becker Capital Management Inc. 0.02% Add +1.8% 2,223 $686K
Trust Co 0.07% No change 2,214 $682K
Portland Financial Advisors Inc 1.45% No change 2,206 $679K
Atlantic Union Bankshares Corp 0.01% Reduce -28.7% 2,203 $678K
Mason Investment Advisory Services, Inc. 0.03% Reduce -1.5% 2,201 $678K
HM Payson & Co. 0.01% Add +0.6% 2,199 $677K
Cathy Pareto & Associates, Inc. 0.51% Reduce -3.0% 2,191 $675K
Ariadne Wealth Management, LP 0.30% No change 2,158 $670K
One Wealth Advisors, LLC 0.08% Reduce -3.7% 2,166 $667K
Diversify Wealth Management, LLC 0.04% Add +0.6% 2,108 $666K
Bernardo Wealth Planning LLC 0.13% No change 2,160 $665K
Regions Financial Corp. 0.00% No change 2,157 $664K
Gladstone Institutional Advisory LLC 0.03% Add +1.6% 2,148 $661K
Bank Ozk 0.23% Reduce -0.5% 2,147 $661K
Atalanta Sosnoff Capital, LLC 0.01% Add +4.3% 2,147 $661K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +33.1% 2,140 $659K
Valley National Advisers Inc. 0.10% Add +0.9% 2,139 $658K
Darden Wealth Group Inc 0.34% No change 2,121 $653K
Pine Harbor Wealth Management, LLC 0.21% Reduce -10.6% 2,118 $652K
Vise Technologies, Inc. 0.02% Add +53.0% 2,117 $652K
Rinkey Investments 0.17% New 2,110 $650K
NorthRock Partners, LLC 0.01% Add +25.4% 2,100 $646K
Pettyjohn, Wood & White, Inc. 0.11% Add +0.1% 2,083 $641K
Glen Eagle Advisors, LLC 0.09% Add +4.0% 2,069 $637K
Relyea Zuckerberg Hanson LLC 0.07% No change 2,054 $632K
Advantage Trust Co 0.28% Reduce -0.4% 2,040 $628K
Quartz Partners, LLC 0.23% No change 2,037 $627K
Rezny Wealth Management, Inc. 0.14% No change 2,035 $626K
TSA Wealth Managment LLC 0.21% Reduce -1.2% 2,020 $622K
KCM Investment Advisors LLC 0.02% No change 2,019 $622K
PFG Investments, LLC 0.03% Reduce -8.1% 2,017 $621K
TruWealth Advisors, LLC 0.03% Add +0.1% 2,014 $620K
Envision Financial LLC 0.35% Add +0.1% 1,989 $612K
Bridgewater Advisors Inc. 0.04% No change 1,975 $612K
Greenspring Advisors, LLC 0.11% — 1,984 $611K
Beckerman Institutional, LLC 0.35% No change 1,957 $602K
Charter Oak Capital Management, LLC 0.05% Add +7.8% 1,955 $602K
Regal Investment Advisors LLC 0.04% Add +2.8% 1,949 $600K
Chokshi & Queen Wealth Advisors, Inc 0.32% Reduce -0.7% 1,941 $598K
Benjamin Edwards Inc. 0.01% Reduce -0.2% 1,928 $595K
RFG Advisory, LLC 0.01% Reduce -2.5% 1,928 $594K
C M Bidwell & Associates Ltd. 0.28% Add +2.4% 1,921 $591K
Foster Group, Inc. 0.02% Reduce -0.8% 1,914 $589K
PUREfi Wealth, LLC 0.45% No change 1,913 $589K
Vista Investment Management 0.20% No change 1,900 $585K
Barclays PLC 0.00% New 1,900 $585K
Certuity, LLC 0.04% Add +91.6% 1,897 $584K
Sowell Financial Services LLC 0.02% Add +13.8% 1,895 $583K
Passive Capital Management, LLC. 0.19% No change 1,892 $582K
LongView Wealth Management 0.16% Reduce -1.8% 1,886 $580K
Oldfather Financial Services, LLC 0.18% No change 1,881 $579K
Stephens Consulting, LLC 0.20% Reduce -2.5% 1,865 $574K
Evoke Wealth, LLC 0.01% No change 1,845 $570K
Kovack Advisors, Inc. 0.05% Reduce -1.6% 1,841 $567K
New England Private Wealth Advisors LLC 0.07% No change 1,457 $567K
Legacy Edge Advisors, LLC 0.07% No change 1,838 $566K
Petix & Botte Co 0.13% Reduce -8.5% 1,838 $566K
Redwood Financial Network Corp 0.36% Reduce -3.0% 1,832 $564K
Capital Group Private Client Services, Inc. 0.01% Add +0.2% 1,824 $561K
Efficient Advisors, LLC 0.03% Reduce -6.7% 1,823 $561K
WealthShield Partners, LLC 0.06% Reduce -0.3% 1,807 $556K
Cherry Tree Wealth Management, LLC 0.12% No change 1,792 $552K
Evolution Advisers, Inc. 0.25% Reduce -1.5% 1,785 $551K
Delta Financial Advisors LLC 0.16% Add +0.1% 1,789 $551K
Aletheian Wealth Advisors LLC 0.25% No change 1,771 $545K
White Lighthouse Investment Management Inc. 0.08% No change 1,758 $541K
Retirement Planning Co of New England, Inc. 0.22% Add +0.1% 1,748 $538K
Strategic Blueprint, LLC 0.02% Reduce -10.1% 1,747 $538K
Avant Capital LLC 0.38% Add +6.8% 1,735 $534K
Aspen Investment Management Inc 0.21% No change 1,733 $534K
ETF Store, Inc. 0.56% Add +0.2% 1,729 $532K
Abacus Wealth Partners, LLC 0.08% Reduce -0.8% 1,697 $522K
Tru Independence Asset Management 2, LLC 0.34% No change 1,692 $522K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 1,694 $521K
Private Trust Co. NA 0.05% Add +7.5% 1,688 $520K
Rockbridge Investment Management, LCC 0.05% No change 1,666 $513K
Weaver Consulting Group 0.13% Add +0.5% 1,663 $512K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 1,659 $511K
Verus Capital Partners, LLC 0.04% Add +0.2% 1,648 $507K
Johnson Financial Group, Inc. 0.02% Add +129.2% 1,641 $507K
Waters Parkerson & Co., LLC 0.02% No change 1,644 $506K
Clearstead Advisors, LLC 0.01% Add +44.3% 1,641 $505K
Bank of Marin 0.35% No change 1,627 $501K
Yoder Wealth Management, Inc. 0.23% Reduce -1.9% 1,606 $494K
Centric Wealth Management 0.11% Add +0.2% 1,558 $492K
Mitchell Capital Management Co. 0.08% No change 1,595 $491K
Highland Capital Management, LLC 0.02% No change 1,576 $485K
M.E. Allison & Co., Inc. 0.34% No change 1,575 $485K
Watts Gwilliam & Co., LLC 0.08% No change 1,559 $480K
Creative Financial Designs Inc. 0.03% Reduce -1.6% 1,558 $480K
Moss Adams Wealth Advisors LLC 0.04% Reduce -13.1% 1,533 $473K
Oak Harvest Investment Services 0.06% Add +0.3% 1,530 $471K
First Financial Bank - Trust Division 0.04% No change 1,529 $471K
Capital Advisors Inc. 0.01% Reduce -11.4% 1,529 $471K
Claro Advisors Inc. 0.07% Reduce -66.5% 1,526 $470K
Leo Wealth, LLC 0.06% Reduce -75.2% 1,526 $470K
Quadrant Private Wealth Management, LLC 0.08% Reduce -4.5% 1,504 $464K
Legacy Financial Group, Inc. 0.13% Reduce -2.0% 1,498 $461K
Allodium Investment Consultants, LLC 0.26% Add +0.3% 1,476 $454K
BlueChip Wealth Advisors LLC 0.19% No change 1,474 $454K
Alpha Cubed Investments, LLC 0.02% Add +9.9% 1,470 $453K
BLVD Private Wealth, LLC 0.38% No change 1,456 $448K
Financial Futures Ltd Liability Co. 0.22% No change 1,449 $446K
Arete Wealth Advisors, LLC 0.03% Reduce -7.8% 1,448 $446K
GreatBanc Trust CO 0.31% — 1,448 $446K
GQG Partners LLC 0.00% Reduce -48.6% 1,448 $446K
Beacon Wealthcare LLC 0.16% No change 1,445 $445K
Harvest Investment Services, LLC 0.09% Reduce -7.3% 1,438 $443K
Legacy Trust 0.09% Reduce -2.4% 1,435 $442K
WealthPlan Investment Management, LLC 0.03% Add +0.2% 1,431 $440K
Archvest Wealth Advisors, Inc. 0.39% Add +0.2% 1,428 $440K
Rialto Wealth Management, LLC 0.11% Reduce -0.9% 1,408 $433K
Peak Retirement Planning, Inc. 0.12% Add +0.3% 1,408 $433K
Seven Springs Wealth Group, LLC 0.11% No change 1,400 $431K
Newton One Investments LLC 0.13% Reduce -2.6% 1,400 $431K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -15.9% 1,398 $430K
American Trust 0.04% No change 1,392 $429K
Prostatis Group LLC 0.11% Add +7.5% 1,384 $426K
Index Fund Advisors, Inc. 0.02% Add +0.1% 1,381 $425K
Acima Private Wealth, LLC 0.13% No change 1,380 $425K
PBMares Wealth Management LLC 0.07% Reduce -42.0% 1,376 $424K
PFG Private Wealth Management, LLC 0.19% New 1,366 $421K
Integrity Wealth Solutions LLC 0.19% Reduce -1.5% 1,366 $421K
Dividend Assets Capital, LLC 0.07% No change 1,366 $421K
Mill Creek Capital Advisors, LLC 0.01% No change 1,363 $420K
Oak Asset Management, LLC 0.14% No change 1,361 $419K
Meridian Financial Advisors, LLC 0.24% No change 1,360 $419K
First Heartland Consultants, Inc. 0.03% No change 1,358 $418K
Cynosure Group, LLC 0.05% Add +0.3% 1,351 $416K
Fiduciary Group, LLC 0.04% Reduce -0.7% 1,342 $413K
Werba Rubin Papier Wealth Management 0.07% Add +59.8% 1,318 $406K
Principle Wealth Partners LLC 0.02% Add +0.1% 1,309 $403K
Ascent Group, LLC 0.01% Reduce -5.2% 1,307 $402K
Prime Capital Investment Advisors, LLC 0.01% Add +35.7% 1,307 $402K
Beese Fulmer Investment Management, Inc. 0.03% Add +0.2% 1,289 $397K
Wedgewood Investors Inc. 0.43% No change 1,287 $396K
Indiana Trust & Investment Management Co 0.12% No change 1,278 $393K
PGIM Custom Harvest LLC 0.01% No change 1,269 $391K
Crescent Grove Advisors, LLC 0.04% No change 1,260 $389K
Prosperity Planning, Inc. 0.15% Reduce -14.8% 1,254 $386K
Greenwood Capital Associates LLC 0.04% No change 1,250 $385K
Oxbow Advisors, LLC 0.04% No change 1,249 $385K
First Manhattan Co. Llc. 0.00% Reduce -0.2% 1,243 $384K
United Bank 0.04% No change 1,226 $377K
Cornerstone Management, Inc. 0.06% Reduce -3.4% 1,223 $377K
Barlow Wealth Partners, LLC 0.04% No change 1,220 $376K
KFA Private Wealth Group, LLC 0.11% No change 1,221 $376K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.1% 1,221 $376K
Courage Miller Partners, LLC 0.11% Reduce -5.3% 1,219 $375K
SkyOak Wealth, LLC 0.07% Reduce -8.7% 1,203 $370K
UNIVEST FINANCIAL Corp 0.02% New 1,203 $370K
Ironsides Asset Advisors, LLC 0.10% No change 1,200 $369K
Creekside Partners 0.16% Add +0.1% 1,195 $368K
Trevian Wealth Management LLC 0.20% No change 1,190 $366K
MY Wealth Management Inc. 0.32% Reduce -0.3% 1,187 $365K
BKM Wealth Management, LLC 0.13% Reduce -0.1% 1,184 $365K
Carret Asset Management, LLC 0.04% No change 1,179 $363K
Allred Capital Management, LLC 0.13% Reduce -3.0% 1,177 $362K
Crestwood Advisors Group, LLC 0.01% No change 1,162 $358K
Great Lakes Advisors, LLC 0.00% Reduce -0.3% 1,159 $357K
HighMark Wealth Management LLC 0.16% No change 1,152 $355K
BNP Paribas Financial Markets 0.00% Add +3267.7% 1,145 $353K
SK Wealth Management, LLC 0.13% Add +0.3% 1,134 $352K
BridgePort Financial Solutions, LLC 0.09% No change 1,143 $352K
Revolve Wealth Partners, LLC 0.04% No change 1,138 $350K
Bouchey Financial Group, Ltd. 0.03% No change 1,136 $350K
Zacks Investment Management 0.00% Add +0.3% 1,135 $350K
MainStreet Investment Advisors LLC 0.05% No change 1,135 $349K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,135 $349K
Detalus Advisors, LLC 0.09% Reduce -19.2% 1,112 $342K
Private Wealth Asset Management, LLC 0.04% Add +5.8% 1,112 $342K
Scotia Capital Inc. 0.00% Add +14.5% 1,111 $342K
Klingman & Associates, LLC 0.02% Reduce -9.5% 1,110 $342K
Prospect Financial Group LLC 0.33% No change 1,109 $342K
Disciplined Investments, LLC 0.14% No change 1,105 $340K
Confluence Wealth Services, Inc. 0.02% No change 1,101 $339K
Altiora Financial Group, LLC 0.06% No change 1,100 $339K
Advocacy Wealth Management, LLC 0.01% Reduce -79.2% 1,098 $338K
Asset Dedication, LLC 0.02% No change 1,097 $338K
Monograph Wealth Advisors, LLC 0.03% No change 1,093 $337K
Wealth Dimensions Group, Ltd. 0.07% Add +2.8% 1,095 $337K
Centaurus Financial, Inc. 0.02% No change 1,093 $337K
Opes Wealth Management LLC 0.06% No change 1,093 $336K
Willow Creek Wealth Management Inc. 0.03% No change 1,092 $336K
Qube Research & Technologies Ltd 0.00% Reduce -33.9% 1,086 $334K
Innovative Wealth Building LLC 0.26% Add +21.9% 1,085 $334K
Stock Yards Bank & Trust Co. 0.01% No change 1,080 $332K
Main Street Group, LTD 0.11% No change 1,076 $331K
Riverwater Partners LLC 0.14% Reduce -0.6% 1,074 $331K
High Falls Advisors, Inc 0.07% Reduce -2.5% 1,073 $330K
Curi Capital, LLC 0.01% Add +35.1% 1,065 $329K
Next Level Private LLC 0.09% Add +0.5% 1,042 $324K
JFS Wealth Advisors, LLC 0.02% Reduce -24.8% 1,050 $323K
Wealthcare Capital Management LLC 0.03% No change 1,050 $323K
Equity Wealth Partners, LLC 0.26% — 1,048 $323K
Norris Perne & French LLP 0.02% No change 1,048 $323K
StoneX Group Inc. 0.01% Add +0.1% 1,045 $323K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -0.9% 1,047 $322K
Canal Capital Management, LLC 0.05% Add +0.3% 1,046 $322K
Sachem Hill LLC 0.06% Reduce -4.0% 1,041 $320K
Heritage Investors Management Corp. 0.01% Reduce -1.5% 1,041 $320K
Nova R Wealth, Inc. 0.14% New 1,035 $319K
Blue Trust, Inc. 0.00% No change 1,022 $315K
Capital Advantage, Inc. 0.05% No change 1,022 $315K
WNY Asset Management, LLC 0.03% No change 1,020 $314K
Physician Wealth Solutions Inc. 0.14% No change 1,015 $312K
FreeGulliver LLC 0.14% No change 1,014 $312K
Summit Wealth & Retirement Planning, Inc. 0.08% No change 1,006 $310K
WealthCare Investment Partners, LLC 0.10% Reduce -2.0% 1,001 $309K
Avestar Capital, LLC 0.02% No change 1,000 $309K
Lazari Capital Management, Inc. 0.10% Add +0.3% 1,000 $308K
Creegan & Nassoura Financial Group, LLC 0.20% No change 1,000 $308K
Fifth Third Wealth Advisors LLC 0.01% Reduce -42.1% 1,000 $308K
Diversify Advisory Services, LLC 0.01% No change 967 $305K
Cobblestone Capital Advisors LLC 0.01% Reduce -3.2% 991 $305K
GAMMA Investing LLC 0.02% Add +115.3% 988 $304K
Horst & Graben Wealth Management LLC 0.05% No change 986 $303K
TCP Asset Management, LLC 0.05% No change 984 $303K
Lynx Investment Advisory 0.18% Add +0.3% 976 $301K
Keb Asset Management, LLC 0.07% No change 964 $297K
SBI Securities Co., Ltd. 0.01% No change 964 $297K
Canvas Wealth Advisors, LLC 0.05% Reduce -9.7% 956 $296K
Shorepoint Capital Partners LLC 0.06% — 960 $296K
Valmark Advisers, Inc. 0.00% Add +0.9% 957 $295K
Hopwood Financial Services, Inc. 0.20% No change 955 $294K
Nalls Sherbakoff Group, LLC 0.20% No change 953 $293K
ArborFi Advisors, LLC 0.24% No change 952 $293K
Drucker Wealth 3.0, LLC 0.05% Reduce -0.1% 950 $293K
Strategies Wealth Advisors, LLC 0.03% Reduce -0.2% 950 $293K
Main Street Financial Solutions, LLC 0.02% Reduce -1.0% 949 $292K
UMB Bank, n.a. 0.00% Reduce -14.4% 943 $290K
Arbor Investment Advisors, LLC 0.04% No change 939 $289K
MPWM Advisory Solutions, LLC 0.17% No change 938 $289K
M3 Advisory Group, LLC 0.18% Add +0.3% 937 $288K
Tradewinds Capital Management, LLC 0.06% Add +3.8% 935 $288K
Thrive Wealth Management, LLC 0.04% Reduce -3.4% 935 $288K
Dynamic Financial Group 0.25% Add +0.2% 934 $288K
TFB Advisors LLC 0.08% New 936 $286K
Valtinson Bruner Financial Planning LLC 0.08% No change 928 $286K
First Merchants Corp. 0.01% Reduce -20.2% 927 $285K
Brass Tax Wealth Management, Inc. 0.05% Add +3.1% 924 $284K
NBT Bank, N.A. 0.02% No change 923 $284K
Kathleen S. Wright Associates Inc. 0.11% Add +0.1% 922 $284K
Connecticut Wealth Management, LLC 0.01% No change 920 $283K
PFG Advisors 0.01% New 920 $283K
Maia Wealth LLC 0.05% Reduce -6.3% 895 $282K
Global Assets Advisory, LLC 0.08% No change 910 $280K
Waller Financial Planning Group, Inc. 0.06% No change 909 $280K
Consilio Wealth Advisors, LLC 0.09% No change 908 $280K
Wealthspan Partners, LLC 0.11% No change 903 $278K
Silver Oak Securities, Incorporated 0.02% Reduce -0.9% 901 $277K
FNY Investment Advisers, LLC 0.09% New 900 $277K
Summit Global Investments 0.02% Reduce -1.8% 897 $276K
LRI Investments, LLC 0.02% No change 896 $276K
Midwest Professional Planners, LTD. 0.07% No change 895 $276K
Briaud Financial Planning Inc 0.09% No change 894 $275K
Urban Financial Advisory Corp 0.13% Add +0.3% 892 $275K
Marco Investment Management LLC 0.02% No change 889 $274K
25 LLC 0.09% New 887 $273K
Francis Financial, Inc. 0.05% No change 884 $272K
Welch & Forbes LLC 0.00% No change 884 $272K
Shayne & Jacobs, LLC 0.08% No change 874 $269K
Bellwether Advisors, LLC 0.04% Reduce -17.6% 874 $269K
Signal Advisors Wealth, LLC 0.02% New 873 $269K
Fearless Solutions, LLC dba Best Invest 0.17% Reduce -0.6% 872 $268K
United Advisor Group, LLC 0.04% Reduce -7.3% 871 $268K
Hilltop Wealth Advisors, LLC 0.14% No change 870 $268K
Facet Wealth, Inc. 0.01% New 869 $268K
Cladis Investment Advisory, LLC 0.15% No change 865 $266K
Gitterman Wealth Management, LLC 0.06% No change 865 $266K
Cooper Financial Group 0.03% Add +0.3% 863 $266K
Revisor Wealth Management LLC 0.09% No change 853 $265K
Haven Private, LLC 0.12% Reduce -0.3% 858 $264K
Bradley Foster & Sargent Inc. 0.00% No change 857 $264K
Roxbury Financial LLC 0.24% Reduce -0.1% 854 $263K
Avion Wealth 0.06% Add +0.1% 852 $262K
Sterling Wealth Management, Inc. 0.08% Add +0.1% 850 $262K
Accredited Investors Inc. 0.01% No change 850 $262K
CFO4Life Group, LLC 0.04% No change 845 $260K
SilverOak Wealth Management LLC 0.04% No change 842 $259K
Compass Planning Associates Inc 0.24% Add +0.4% 842 $259K
Retirement Income Solutions, Inc. 0.04% No change 839 $258K
Bogart Wealth, LLC 0.01% Reduce -49.5% 837 $258K
Caldwell Sutter Capital, Inc. 0.11% Reduce -6.0% 834 $257K
BBR Partners, LLC 0.01% New 834 $257K
Cowa, LLC 0.09% No change 829 $255K
Sonoma Private Wealth LLC 0.30% No change 828 $255K
Indie Asset Partners, LLC 0.34% New 824 $254K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 821 $253K
Royal Capital Wealth Management, LLC 0.15% Add +0.2% 820 $253K
CNB Bank 0.11% No change 820 $252K
Successful Portfolios LLC 0.15% Add +16.2% 817 $252K
Burk Holdings LLC 0.13% No change 817 $252K
Mairs & Power Inc. 0.00% Add +91.9% 1,568 $252K
Visionary Wealth Advisors 0.01% Add +0.6% 816 $251K
Aviance Capital Partners, LLC 0.03% No change 814 $251K
Schaeffer Financial LLC 0.23% Add +7.5% 814 $251K
Gateway Wealth Partners, LLC 0.03% Add +7.0% 811 $250K
Verum Partners LLC 0.05% Reduce -9.6% 805 $248K
MBA Advisors LLC 0.11% No change 804 $248K
Hoxton Planning & Management, LLC 0.08% No change 803 $247K
Goodman Advisory Group, LLC 0.06% No change 803 $247K
Davis Wealth Advisors, LLC 0.22% Reduce -2.3% 803 $247K
Michels Family Financial, LLC 0.19% Add +0.3% 802 $247K
Eaton-Cambridge Inc. 0.09% New 797 $245K
Tanager Wealth Management LLP 0.03% No change 795 $245K
Golden State Wealth Management, LLC 0.03% No change 792 $244K
Silvercrest Asset Management Group LLC 0.00% No change 789 $243K
AAF Wealth Management, LLC 0.11% Add +0.1% 788 $243K
Heritage Investment Group, Inc. 0.04% No change 787 $242K
Kera Capital Partners, Inc. 0.04% No change 784 $241K
Promus Capital, LLC 0.15% No change 783 $241K
Kanawha Capital Management LLC 0.02% No change 782 $241K
Fiduciary Trust Co 0.00% Add +1.6% 782 $241K
Argent Trust Co 0.01% No change 782 $241K
McKinley Carter Wealth Services, Inc. 0.01% Add +0.1% 780 $240K
Mycio Wealth Partners, LLC 0.06% No change 777 $239K
Covington Investment Advisors Inc. 0.03% No change 776 $239K
Level Four Advisory Services, LLC 0.01% Add +4.0% 775 $239K
Fisher Asset Management 0.00% Reduce -51.9% 768 $236K
Salem Investment Counselors Inc. 0.01% No change 761 $235K
Smith Salley Wealth Management 0.01% No change 762 $235K
Everest Private Wealth 0.15% No change 762 $235K
Fort Sheridan Advisors LLC 0.03% New 762 $235K
IFP Advisors, Inc 0.01% Add +68.2% 762 $235K
Duncker Streett & Co. Inc. 0.04% No change 761 $234K
Vishria Bird Financial Group, LLC 0.05% No change 757 $233K
Triune Financial Partners, LLC 0.06% Add +0.3% 753 $232K
Mach-1 Financial Group, LLC 0.04% New 751 $231K
Integrity Advisory Solutions, LLC 0.04% — 751 $231K
Investment Research Partners LLC 0.10% — 727 $231K
Howe & Rusling Inc. 0.02% Reduce -11.0% 751 $231K
Noesis Capital Mangement Corp. 0.04% Reduce -29.9% 750 $231K
Flagship Wealth Advisors, LLC 0.08% No change 750 $231K
Narus Financial Partners, LLC 0.06% No change 750 $231K
Oarsman Capital, Inc. 0.03% No change 750 $231K
Vanguard Personalized Indexing Management, LLC 0.00% New 748 $231K
Harbor Investment Advisory, LLC 0.02% Add +174.0% 748 $230K
Waddell & Associates, LLC 0.02% No change 747 $230K
Sentinel Pension Advisors, LLC 0.04% No change 746 $230K
Csenge Advisory Group 0.01% Reduce -29.3% 746 $230K
Orca Investment Management, LLC 0.19% No change 743 $229K
Diversified Portfolios, Inc. 0.02% New 739 $228K
Parisi Gray Wealth Management 0.06% Add +0.4% 737 $227K
Anson Capital, Inc. 0.17% No change 732 $225K
Everstar Asset Management, LLC 0.13% No change 730 $225K
Hazlett, Burt & Watson, Inc. 0.08% Add +15.6% 726 $223K
TTP Investments, Inc. 0.06% Add +0.3% 720 $223K
Hemington Wealth Management 0.03% No change 724 $222K
Financial Advisors Network, Inc. 0.03% No change 720 $222K
ACT Advisors, LLC. 0.09% Reduce -39.4% 716 $221K
Enclave Advisors LLC 0.03% No change 716 $220K
William Howard & Co Financial Advisors Inc 0.19% Add +0.3% 715 $220K
Front Row Advisors LLC 0.07% No change 712 $220K
Byrne Asset Management LLC 0.16% No change 712 $219K
Sylvest Advisors, LLC 0.12% No change 710 $219K
Certified Advisory Corp 0.02% Add +0.3% 704 $217K
V2 Financial group LLC 0.12% New 700 $216K
Geneos Wealth Management Inc. 0.01% Reduce -16.4% 699 $215K
Fonville Wealth Management LLC 0.05% New 698 $215K
Essex Bank 0.05% New 697 $215K
Horizon Wealth Management, LLC 0.03% New 695 $214K
Beacon Financial Advisory LLC 0.05% New 688 $212K
Bourgeon Capital Management LLC 0.04% New 686 $211K
Perennial Investment Advisors, LLC 0.02% Reduce -21.9% 685 $211K
Fragasso Financial Advisors Inc 0.01% New 681 $211K
FineMark National Bank & Trust 0.01% New 680 $209K
Marquette Asset Management, LLC 0.03% Reduce -3.8% 679 $209K
LongView Asset Management LLC 0.14% New 678 $209K
BNC Wealth Management, LLC 0.05% New 677 $208K
Associated Banc-Corp 0.01% New 675 $208K
Clarity Wealth Advisors, LLC 0.05% Reduce -17.0% 673 $207K
GoalVest Advisory LLC 0.04% Add +3.1% 672 $207K
Kingsman Wealth Management, Inc. 0.11% Reduce -5.4% 667 $205K
Koshinski Asset Management, Inc. 0.01% New 667 $205K
Solstein Capital, LLC 0.09% No change 665 $205K
Strategic Investment Solutions, Inc. 0.05% Add +0.3% 663 $204K
World Equity Group, Inc. 0.05% New 662 $204K
Acorn Wealth Advisors, LLC 0.06% New 658 $202K
TRUE Private Wealth Advisors 0.02% New 657 $202K
Thompson Siegel & Walmsley LLC 0.00% New 653 $201K
Howland Capital Management LLC 0.01% New 650 $201K
Cornerstone Advisory, LLC 0.02% New 651 $200K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% New 653 $192K
Ameriflex Group, Inc. 0.07% Add +102.6% 622 $191K
DHJJ Financial Advisors, Ltd. 0.06% Reduce -0.5% 622 $191K
Hoertkorn Richard Charles 0.07% Add +199.3% 434 $189K
Pinnacle Bancorp, Inc. 0.06% Reduce -0.3% 605 $186K
Ballast Advisors LLC 0.05% Reduce -0.7% 604 $186K
Clayton Financial Group LLC 0.13% New 584 $180K
Guerra Advisors Inc 0.07% New 576 $177K
EverSource Wealth Advisors, LLC 0.01% New 567 $175K
CVA Family Office, LLC 0.02% No change 535 $165K
Federation des caisses Desjardins du Quebec 0.00% No change 518 $159K
Turim 21 Investimentos Ltda. 0.05% No change 505 $155K
Mogy Joel R Investment Counsel Inc. 0.01% No change 500 $154K
United Financial Planning Group LLC 0.10% — 497 $153K
Provenance Wealth Advisors, LLC 0.02% No change 490 $151K
Bernard Wealth Management Corp. 0.06% No change 483 $149K
Lowe Brockenbrough & Co. Inc. 0.01% No change 476 $147K
Colonial Trust Co / SC 0.02% Reduce -2.5% 472 $145K
Rossmore Private Capital 0.02% New 461 $142K
Grey Fox Wealth Advisors, LLC 0.03% New 454 $140K
Beaird Harris Wealth Management, LLC 0.01% No change 450 $139K
Curio Wealth, LLC 0.06% No change 446 $137K
JPL Wealth Management, LLC 0.03% New 440 $135K
Motco 0.01% No change 440 $135K
National Bank of Canada 0.00% New 438 $135K
American Wealth Advisors, LLC 0.13% — 437 $135K
Hughes Financial Services, LLC 0.02% No change 418 $132K
Halbert Hargrove Global Advisors, LLC 0.01% New 427 $131K
First Horizon Corp. 0.01% — 423 $130K
Caldwell Trust Co 0.01% No change 410 $126K
Capital Investment Advisory Services, LLC 0.01% No change 402 $124K
KERR FINANCIAL PLANNING Corp 0.17% — 397 $123K
Richards, Merrill & Peterson, Inc. 0.05% New 397 $122K
Hills Bank & Trust Co 0.01% No change 395 $122K
Delta Asset Management LLC 0.01% No change 386 $119K
North Capital, Inc. 0.09% Add +0.3% 377 $116K
DT Investment Partners, LLC 0.01% Add +0.3% 370 $114K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 367 $113K
Grove Bank & Trust 0.01% No change 366 $113K
Pillar Financial Advisors, LLC 0.07% No change 353 $109K
Integrity Financial Corp 0.05% No change 350 $108K
Ancora Advisors LLC 0.00% No change 347 $107K
Intelligent Financial Strategies 0.05% No change 346 $107K
Maryland Capital Advisors Inc. 0.04% No change 341 $105K
Twin Lakes Capital Management, LLC 0.05% No change 335 $103K
First Pacific Financial 0.01% No change 320 $99K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 310 $95K
Hantz Financial Services, Inc. 0.00% Add +26.5% 301 $93K
one8zero8, LLC 0.02% Reduce -30.6% 300 $92K
Country Trust Bank 0.00% No change 296 $91K
Colonial Trust Advisors 0.01% No change 294 $91K
Bare Financial Services, Inc 0.03% Reduce -14.9% 286 $88K
Founders Financial Alliance, LLC 0.02% Reduce -17.6% 280 $86K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -46.2% 275 $85K
Colony Family Offices, LLC 0.02% No change 274 $85K
Reyes Financial Architecture, Inc. 0.06% No change 272 $84K
POM Investment Strategies, LLC 0.04% New 269 $83K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -1.5% 267 $82K
Webster Bank, N. A. 0.01% No change 257 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 251 $77K
Perkins Coie Trust Co 0.01% No change 250 $77K
Granite FO LLC 0.04% No change 243 $75K
JDM Financial Group LLC 0.03% No change 241 $74K
Sound Income Strategies, LLC 0.00% No change 233 $72K
Ameritas Investment Partners, Inc. 0.00% No change 235 $72K
Powell Investment Advisors, LLC 0.02% No change 227 $70K
Rice Partnership, LLC 0.01% No change 223 $69K
Comprehensive Financial Planning, Inc. 0.05% Add +0.5% 214 $66K
Resources Management Corp. /CT/ 0.01% No change 210 $65K
Red Lighthouse Investment Management, LLC 0.02% Reduce -13.8% 206 $63K
ORG Partners LLC 0.01% No change 199 $61K
Chilton Capital Management LLC 0.00% No change 189 $58K
Orion Capital Management LLC 0.02% No change 182 $56K
Highline Wealth Partners LLC 0.01% Add +0.6% 182 $56K
Horizon Investments, LLC 0.00% New 179 $55K
North Star Investment Management Corp. 0.00% No change 170 $52K
Strategic Investment Advisors / MI 0.00% New 26,700 $51K
Principia Wealth Advisory, LLC 0.04% Reduce -15.7% 166 $51K
Jackson Hole Capital Partners, LLC 0.01% Add +0.6% 165 $51K
Millstone Evans Group, LLC 0.03% No change 160 $49K
Van Den Berg Management I, Inc. 0.01% Reduce -30.7% 156 $48K
LGT Financial Advisors LLC 0.10% No change 152 $47K
Security National Bank 0.01% New 144 $44K
Westside Investment Management, Inc. 0.01% No change 143 $44K
Sunbelt Securities, Inc. 0.00% No change 142 $44K
Westend Capital Management, LLC 0.01% New 141 $43K
Red Tortoise LLC 0.02% No change 141 $43K
Wiser Advisor Group LLC 0.05% New 139 $43K
Field & Main Bank 0.01% No change 138 $42K
GHP Investment Advisors, Inc. 0.00% Reduce -14.2% 133 $41K
Vermillion & White Wealth Management Group, LLC 0.02% No change 130 $40K
Smartleaf Asset Management LLC 0.00% Add +85.7% 130 $40K
Steigerwald, Gordon & Koch Inc. 0.00% New 118 $36K
Arlington Trust Co LLC 0.01% No change 117 $36K
Perritt Capital Management Inc 0.02% Add +0.9% 115 $35K
Lowe Wealth Advisors, LLC 0.01% Reduce -43.0% 114 $35K
Crews Bank & Trust 0.01% No change 110 $34K
Consultiva Wealth Management, Corp. 0.09% No change 103 $32K
Strategic Wealth Partners, Ltd. 0.00% Add +94.3% 103 $32K
Evolution Wealth Management Inc. 0.03% No change 102 $31K
Tripletail Wealth Management, LLC 0.04% New 100 $31K
Anchor Investment Management, LLC 0.00% No change 100 $31K
Inlight Wealth Management, LLC 0.01% No change 94 $29K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 93 $29K
Compass Financial Services Inc 0.01% New 84 $26K
Robinswood Financial LLC 0.01% No change 81 $25K
Rosenberg Matthew Hamilton 0.01% No change 80 $25K
Hurley Capital, LLC 0.01% Add +1.3% 79 $24K
AllSquare Wealth Management LLC 0.01% No change 77 $24K
Broadwater Capital Management LLC 0.02% Reduce -99.7% 75 $23K
Tidemark, LLC 0.01% No change 71 $22K
Atlantic Private Wealth, LLC 0.01% No change 64 $20K
Topsail Wealth Management, LLC 0.00% New 62 $19K
Parkside Financial Bank & Trust 0.00% No change 60 $18K
Wolff Wiese Magana LLC 0.01% No change 59 $18K
Archer Investment Corp 0.00% No change 59 $18K
Mark Sheptoff Financial Planning, LLC 0.01% New 56 $17K
Quaker Wealth Management, LLC 0.01% No change 54 $17K
Whipplewood Advisors, LLC 0.01% No change 53 $16K
Lazard Asset Management LLC 0.00% New 94 $16K
Sittner & Nelson, LLC 0.01% No change 51 $16K
Crowley Wealth Management, Inc. 0.01% No change 50 $15K
Financial Perspectives, Inc 0.00% No change 49 $15K
Tucker Asset Management LLC 0.00% No change 45 $14K
RMG Wealth Management LLC 0.00% No change 44 $14K
Cary Street Partners Investment Advisory LLC 0.01% No change 39 $12K
Morling Financial Advisors, LLC 0.00% New 38 $12K
Creekmur Asset Management LLC 0.00% No change 34 $10K
PFS Partners, LLC 0.00% No change 33 $10K
Hanson & Doremus Investment Management 0.00% No change 31 $10K
SOA Wealth Advisors, LLC. 0.00% Add +3.2% 32 $10K
Exchange Traded Concepts, LLC 0.00% Reduce -76.3% 31 $10K
Kilter Group LLC 0.00% No change 30 $9K
EPG Wealth Management LLC 0.00% No change 28 $9K
Absher Wealth Management, LLC 0.00% New 27 $8K
Angeles Wealth Management, LLC 0.00% No change 27 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 25 $8K
Fourth Dimension Wealth, LLC 0.00% Reduce -26.5% 25 $8K
Prudent Man Investment Management, Inc. 0.00% No change 28 $8K
Townsend Asset Management Corp. /NC/ 0.00% No change 24 $7K
TruNorth Capital Management, LLC 0.00% No change 24 $7K
Kozak & Associates, Inc. 0.00% New 23 $7K
Coston, McIsaac & Partners 0.00% No change 25 $7K
West Financial Advisors, LLC 0.00% Reduce -48.8% 22 $7K
Rogco, LP 0.00% New 20 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 18 $6K
Painted Porch Advisors LLC 0.00% New 18 $6K
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
Carolina Wealth Advisors, LLC 0.00% New 14 $4K
Mma Asset Management LLC 0.00% New 13 $4K
Pineridge Advisors LLC 0.00% No change 13 $4K
MCF Advisors LLC 0.00% No change 12 $4K
Central Pacific Bank - Trust Division 0.00% No change 11 $3K
Robbins Farley 0.00% Reduce -97.3% 10 $3K
West Branch Capital LLC 0.00% No change 9 $3K
Nvwm, LLC 0.00% No change 8 $2K
REAP Financial Group, LLC 0.00% New 6 $2K
New Republic Capital, LLC 0.00% No change 5 $2K
Global Wealth Strategies & Associates 0.00% New 1 $299

"% 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.