Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q3 2025 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $324.2M |
| Exits | 41 | $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.