Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,333 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 64 from Q3 2025. 70 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($5.6B), Creative Planning ($3.8B) and National Mutual Insurance Federation of Agricultural Cooperatives ($2.1B). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrgstr LRG-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q4 2025)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $127.4M |
| Exits | 50 | $94.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,542,933 shares bought and 2,935,317 shares sold, net +607,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,333 holders
| Jones Financial Companies LLLP | 3.42% | Add +3.0% | 17,839,205 | $5.6B |
| Creative Planning | 2.75% | Reduce -1.4% | 12,216,959 | $3.8B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 15.10% | No change | 6,543,317 | $2.1B |
| Vanguard Group Inc. | 0.02% | Add +5.0% | 3,862,217 | $1.2B |
| Bank of America Corp. | 0.06% | Reduce -1.1% | 2,787,545 | $877.5M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +0.6% | 2,761,156 | $869.2M |
| Morgan Stanley | 0.05% | Reduce -3.9% | 2,721,373 | $856.7M |
| Johnson Financial Group, LLC | 48.94% | Add +56.6% | 2,511,871 | $790.7M |
| UBS Group AG | 0.14% | Reduce -2.3% | 2,206,100 | $694.5M |
| PNC Financial Services Group, Inc. | 0.36% | Add +0.0% | 2,106,338 | $663.1M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -0.7% | 1,925,676 | $606.2M |
| FMR LLC | 0.02% | Reduce -0.7% | 1,545,911 | $486.7M |
| Wells Fargo & Company | 0.09% | Reduce -5.5% | 1,450,314 | $456.6M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -1.3% | 1,421,505 | $447.5M |
| Moneta Group Investment Advisors LLC | 3.13% | Add +0.8% | 1,314,815 | $413.9M |
| Wealthquest Corp | 28.00% | Reduce -0.3% | 1,177,813 | $370.8M |
| Capital Asset Advisory Services LLC | 14.13% | Add +5.0% | 1,101,330 | $351.6M |
| Axxcess Wealth Management, LLC | 5.95% | Add +1.0% | 1,058,705 | $333.3M |
| Royal Bank of Canada | 0.05% | Add +3.3% | 814,241 | $256.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.7% | 806,090 | $253.8M |
| LPL Financial LLC | 0.07% | Reduce -2.9% | 763,854 | $240.5M |
| Pathstone Holdings, LLC | 0.92% | Reduce -3.6% | 755,705 | $237.9M |
| Raymond James Financial Inc. | 0.07% | Add +1.7% | 737,887 | $232.3M |
| Wealthfront Advisers LLC | 0.51% | Reduce -3.2% | 717,802 | $226.0M |
| Voya Financial Advisors, Inc. | 21.27% | Add +0.9% | 697,528 | $221.5M |
| Vantagepoint Investment Advisers LLC | 1.65% | No change | 651,803 | $205.2M |
| Tiaa Trust, National Association | 0.45% | Reduce -47.0% | 596,692 | $187.8M |
| Mariner, LLC | 0.22% | Add +2.5% | 588,298 | $185.2M |
| Wealthspire Advisors, LLC | 1.37% | Reduce -47.6% | 545,331 | $171.7M |
| Focus Partners Wealth | 0.19% | Add +0.6% | 521,864 | $164.2M |
| Cresset Asset Management, LLC | 0.69% | Reduce -4.4% | 518,465 | $163.2M |
| Bleakley Financial Group, LLC | 2.78% | Reduce -6.3% | 508,666 | $160.1M |
| James J. Burns & Company, LLC | 21.75% | Reduce -1.8% | 500,774 | $157.6M |
| Coldstream Capital Management Inc. | 1.85% | Reduce -1.2% | 452,584 | $142.5M |
| Garde Capital, Inc. | 8.04% | Reduce -0.0% | 431,032 | $135.7M |
| Mason & Associates, LLC | 30.52% | Reduce -9.6% | 426,437 | $134.2M |
| GeoWealth Management, LLC | 4.93% | Reduce -5.8% | 424,463 | $133.6M |
| Cetera Investment Advisers | 0.14% | Add +2.4% | 394,304 | $124.1M |
| Ballentine Partners, LLC | 1.72% | Reduce -0.1% | 389,642 | $122.7M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -2.4% | 389,535 | $122.6M |
| Baltimore-Washington Financial Advisors, Inc. | 5.00% | Add +0.8% | 380,128 | $119.7M |
| Millburn Ridgefield LLC | 2.84% | Reduce -5.1% | 378,439 | $119.1M |
| Catalyst Capital Advisors LLC | 2.45% | Reduce -5.1% | 378,439 | $119.1M |
| Signaturefd, LLC | 1.81% | Reduce -1.7% | 376,011 | $118.4M |
| Heartwood Wealth Advisors LLC | 10.38% | Add +0.9% | 357,852 | $112.7M |
| Pittenger & Anderson Inc. | 4.10% | Add +0.8% | 338,478 | $106.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.1% | 338,002 | $106.4M |
| Equitable Holdings, Inc. | 0.69% | Reduce -4.7% | 319,892 | $100.7M |
| Plante Moran Financial Advisors, LLC | 6.12% | Reduce -3.7% | 307,042 | $96.7M |
| Norinchukin Bank, The | 1.10% | No change | 300,000 | $94.4M |
| MML Investors Services, LLC | 0.23% | Reduce -0.1% | 298,560 | $94.0M |
| Truepoint, Inc. | 2.11% | Reduce -2.6% | 298,425 | $93.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.8% | 296,716 | $93.4M |
| MilWealth Group LLC | 21.95% | Reduce -1.2% | 292,935 | $92.2M |
| Fifth Third Bancorp | 0.28% | Reduce -2.1% | 283,597 | $89.3M |
| Agf Management Ltd. | 0.37% | Reduce -0.8% | 265,951 | $83.7M |
| Riversedge Advisors, LLC | 13.51% | Add +14.0% | 263,959 | $83.1M |
| IMA Advisory Services, Inc. | 7.93% | Add +5.1% | 262,685 | $82.5M |
| AlphaCore Capital LLC | 1.77% | Add +364.9% | 249,888 | $78.7M |
| Captrust Financial Advisors | 0.15% | Add +1.1% | 247,164 | $77.8M |
| Baker Avenue Asset Management, LP | 1.78% | Add +2.9% | 244,967 | $77.1M |
| Osaic Holdings, Inc. | 0.11% | Add +1.3% | 237,339 | $74.7M |
| Juncture Wealth Strategies, LLC | 24.44% | Reduce -0.9% | 235,880 | $74.3M |
| Transamerica Financial Advisors, LLC | 6.15% | Reduce -8.5% | 233,818 | $73.6M |
| Corient Private Wealth LP | 0.09% | Add +137.4% | 220,167 | $69.3M |
| Parallel Advisors, LLC | 1.25% | Reduce -1.1% | 215,883 | $68.0M |
| Cerity Partners LLC | 0.10% | Add +79.8% | 208,500 | $65.6M |
| Addis & Hill, Inc | 39.61% | Reduce -0.5% | 207,702 | $65.4M |
| Trust Point Inc. | 5.14% | Reduce -4.6% | 206,674 | $65.1M |
| Jaffetilchin Investment Partners, LLC | 3.75% | Add +0.5% | 203,639 | $64.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +0.8% | 187,270 | $59.8M |
| Lido Advisors, LLC | 0.24% | Add +616.5% | 190,217 | $59.7M |
| Sunflower Bank, N.A. | 14.78% | Reduce -11.4% | 186,361 | $58.7M |
| BlackRock, Inc. | 0.00% | Add +233.8% | 180,740 | $56.9M |
| Hurlow Wealth Management Group, Inc. | 13.80% | Add +3.7% | 179,130 | $56.4M |
| Financial Planning Navigators CORP | 24.76% | — | 171,317 | $53.9M |
| Acropolis Investment Management, LLC | 2.37% | Reduce -2.5% | 167,164 | $52.6M |
| VSM Wealth Advisory, LLC | 15.63% | Reduce -2.1% | 165,337 | $52.0M |
| Ieq Capital, LLC | 0.15% | Reduce -0.1% | 163,381 | $51.4M |
| Kathmere Capital Management, LLC | 3.42% | Add +3.0% | 161,146 | $50.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +10.7% | 160,556 | $50.5M |
| Badgley Phelps Wealth Managers, LLC | 0.91% | Reduce -4.9% | 158,440 | $49.9M |
| QRG Capital Management, Inc. | 0.54% | Reduce -4.4% | 154,188 | $48.5M |
| JMG Financial Group, Ltd. | 1.31% | Reduce -2.9% | 147,550 | $46.4M |
| Haverford Trust Co | 0.37% | Reduce -17.0% | 131,887 | $41.5M |
| Mercer Global Advisors Inc. | 0.06% | Add +14.8% | 131,278 | $41.3M |
| Woodard & Co. Asset Management Group Inc. | 6.49% | Reduce -1.8% | 130,203 | $41.0M |
| Pure Financial Advisors, LLC | 0.61% | Add +0.5% | 129,331 | $40.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.0% | 125,766 | $39.6M |
| McIlrath & Eck, LLC | 3.65% | Reduce -13.7% | 124,823 | $39.3M |
| AQR Capital Management | 0.02% | Add +19.3% | 123,117 | $38.8M |
| Koesten, Hirschmann & Crabtree, INC. | 18.30% | Reduce -2.7% | 118,180 | $37.2M |
| Quantinno Capital Management LP | 0.07% | Add +21.1% | 116,593 | $36.7M |
| HighTower Advisors, LLC | 0.04% | Add +3.9% | 114,009 | $35.9M |
| SCS Capital Management LLC | 0.38% | Reduce -0.3% | 112,902 | $35.5M |
| Sage Financial Group Inc. | 2.30% | Reduce -2.6% | 110,598 | $34.8M |
| Latigo Investments, LLC | 16.88% | No change | 108,982 | $34.3M |
| Betterment LLC | 0.06% | Add +0.5% | 107,899 | $34.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 104,226 | $32.8M |
| Leavell Investment Management, Inc. | 1.36% | Reduce -0.2% | 104,094 | $32.8M |
| Yeomans Consulting Group, Inc. | 9.32% | Reduce -0.4% | 101,070 | $31.8M |
| Truist Financial Corp. | 0.04% | Add +2.8% | 98,524 | $31.0M |
| Comerica Bank | 0.12% | Reduce -10.3% | 98,382 | $31.0M |
| NewEdge Advisors, LLC | 0.11% | Add +107.1% | 97,809 | $30.8M |
| Arbor Wealth Management LLC\AZ | 23.08% | — | 94,221 | $29.7M |
| NewEdge Wealth, LLC | 0.33% | Add +14.9% | 93,582 | $29.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +5.2% | 91,443 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +7.6% | 91,130 | $28.7M |
| James Reed Financial Services, Inc. | 22.70% | Add +4.8% | 89,975 | $28.3M |
| TD Capital Management LLC | 2.47% | Reduce -0.6% | 88,430 | $27.8M |
| BlueSky Wealth Advisors, LLC | 3.66% | Add +0.3% | 88,079 | $27.7M |
| Modern Wealth Management, LLC | 0.50% | Reduce 0.0% | 87,715 | $27.6M |
| Roble, Belko & Company, Inc | 3.60% | Reduce -1.3% | 87,297 | $27.5M |
| Nordwand Advisors, LLC | 4.79% | No change | 87,000 | $27.4M |
| Sfam, LLC | 24.95% | — | 86,678 | $27.3M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +7.9% | 86,658 | $27.3M |
| &partners | 0.14% | Add +4.7% | 85,574 | $26.9M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +830.9% | 83,663 | $26.3M |
| Advocate Group LLC | 4.21% | Reduce -1.6% | 82,647 | $26.0M |
| United Capital Financial Advisors, LLC | 0.15% | Add +42.9% | 80,635 | $25.4M |
| Abound Wealth Management | 5.86% | Add +0.8% | 79,450 | $25.0M |
| Moller Wealth Partners | 5.19% | Reduce -1.5% | 78,719 | $24.8M |
| Financial Management Professionals, Inc. | 2.55% | Add +1.3% | 78,488 | $24.7M |
| Choreo, LLC | 0.30% | Add +5.7% | 74,262 | $23.6M |
| Kennicott Capital Management LLC | 11.07% | Add +2.4% | 72,556 | $22.8M |
| Strategic Equity Management | 7.66% | Add +24.1% | 71,793 | $22.6M |
| Pinnacle Associates Ltd. | 0.29% | Reduce -0.6% | 71,435 | $22.5M |
| Verus Financial Partners, Inc. | 2.07% | Reduce -1.6% | 70,302 | $22.4M |
| Arcadia Investment Advisors LLC | 10.06% | Reduce -0.8% | 68,716 | $21.6M |
| Cullen/Frost Bankers, Inc. | 0.24% | Add +52.7% | 68,516 | $21.6M |
| Trustmark Bank Trust Department | 1.36% | Add +4.3% | 68,399 | $21.5M |
| Wealth Architects, LLC | 1.89% | Reduce -4.0% | 66,765 | $21.0M |
| Wheelhouse Advisory Group LLC | 7.93% | Add +5.7% | 65,735 | $20.9M |
| Mb, Levis & Associates, LLC | 8.70% | Reduce -1.9% | 65,619 | $20.7M |
| St. Louis Trust Co | 2.35% | Reduce -0.1% | 65,223 | $20.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.17% | Reduce -1.5% | 64,394 | $20.3M |
| Atmos Advisory, LLC | 11.73% | Add +5.1% | 64,291 | $20.2M |
| Natixis Advisors, LLC | 0.03% | Add +9.7% | 64,205 | $20.2M |
| Miller Investment Management, LP | 1.93% | Add +1.2% | 62,851 | $19.8M |
| Whittier Trust Co. of Nevada Inc. | 0.41% | Reduce -0.5% | 61,872 | $19.8M |
| JNBA Financial Advisors | 1.72% | Reduce -0.7% | 62,597 | $19.7M |
| Naples Global Advisors, LLC | 1.41% | Reduce -0.9% | 60,133 | $18.9M |
| Investors Research Corp | 3.45% | Add +2.7% | 59,915 | $18.9M |
| First Hawaiian Bank | 2.49% | Reduce -0.5% | 59,517 | $18.7M |
| Blueprint Financial Advisors LLC | 2.81% | Reduce -4.3% | 58,425 | $18.4M |
| Blueprint Investment Partners LLC | 1.97% | Reduce -4.3% | 58,425 | $18.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.38% | New | 58,151 | $18.3M |
| Northern Capital Management, Inc. | 9.63% | Add +4.5% | 57,870 | $18.2M |
| Box Hill Private Wealth LLC | 18.40% | — | 57,746 | $18.2M |
| Alliancebernstein L.P. | 0.01% | Add +0.3% | 55,226 | $17.4M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -0.7% | 54,878 | $17.3M |
| Farrell Financial LLC | 10.16% | Add +0.2% | 54,717 | $17.2M |
| IF Advisors, LLC | 13.62% | — | 53,249 | $16.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Reduce -2.1% | 53,246 | $16.8M |
| CX Institutional | 0.50% | Add +1.8% | 53,207 | $16.7M |
| Total Investment Management Inc. | 2.15% | Add +2.2% | 53,190 | $16.7M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -1.1% | 52,356 | $16.6M |
| Stifel Financial Corp. | 0.01% | Add +6.4% | 51,863 | $16.3M |
| Integris Wealth Management, LLC | 3.69% | Reduce -0.6% | 51,481 | $16.2M |
| Horizons Wealth Management | 10.75% | Add +1.7% | 51,359 | $16.2M |
| Chatham Capital Group, Inc. | 2.26% | Reduce -4.1% | 50,506 | $15.9M |
| Riverpoint Wealth Management Holdings, LLC | 3.40% | Reduce -0.1% | 50,350 | $15.9M |
| Madison Asset Management, LLC | 0.18% | Add +3.7% | 49,754 | $15.7M |
| Proffitt & Goodson Inc. | 2.18% | Reduce -4.4% | 49,574 | $15.6M |
| Biltmore Family Office, LLC | 2.15% | Reduce -1.7% | 49,518 | $15.6M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Add +2.8% | 48,417 | $15.2M |
| Moneywise, Inc. | 6.31% | Add +24.3% | 48,158 | $15.2M |
| TFC Financial Management, Inc. | 1.89% | Add +2.8% | 47,966 | $15.1M |
| Bank Hapoalim BM | 1.35% | No change | 47,700 | $15.0M |
| Baird Financial Group, Inc. | 0.02% | Add +5.3% | 47,696 | $15.0M |
| Headinvest, LLC | 2.98% | Add +1.9% | 47,546 | $15.0M |
| Founders Grove Wealth Partners, LLC | 3.32% | Add +0.5% | 46,933 | $14.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 45,849 | $14.4M |
| Amtrust Financial Services, Inc. | 4.59% | No change | 45,800 | $14.4M |
| Procyon Advisors, LLC | 0.70% | Add +0.0% | 45,127 | $14.2M |
| D.A. Davidson & Co. | 0.09% | Add +0.8% | 44,991 | $14.2M |
| Intergy Private Wealth, LLC | 4.26% | Reduce -1.2% | 44,905 | $14.1M |
| MAI Capital Management | 0.08% | Add +0.0% | 44,750 | $14.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -4.4% | 44,744 | $14.1M |
| Keybank National Association | 0.05% | No change | 44,715 | $14.1M |
| Destination Wealth Management | 0.37% | Reduce -2.5% | 44,546 | $14.0M |
| Capital Advisors, Ltd. LLC | 1.58% | Reduce -10.4% | 44,428 | $14.0M |
| Smithfield Trust Co | 0.62% | Reduce -0.6% | 44,339 | $14.0M |
| HB Wealth Management, LLC | 0.09% | Reduce -3.6% | 44,332 | $14.0M |
| Daner Wealth Management, LLC | 8.38% | Reduce -1.6% | 43,036 | $13.7M |
| Fusion Family Wealth, LLC | 1.03% | Reduce -0.2% | 43,298 | $13.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.7% | 43,170 | $13.6M |
| Leeward Financial Partners, LLC | 3.76% | Add +6.8% | 42,439 | $13.4M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +3.7% | 42,043 | $13.2M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -21.6% | 41,956 | $13.2M |
| Farther Finance Advisors, LLC | 0.13% | Add +58.6% | 39,839 | $12.5M |
| Blackston Financial Advisory Group, LLC | 7.59% | Reduce -3.7% | 39,619 | $12.5M |
| Gotham Asset Management | 0.05% | Add +12.3% | 39,538 | $12.4M |
| Systelligence, LLC | 2.34% | New | 39,102 | $12.3M |
| Venture Visionary Partners LLC | 0.40% | Reduce -0.3% | 38,919 | $12.3M |
| Brown Advisory Inc. | 0.02% | Add +0.0% | 38,834 | $12.2M |
| Allworth Financial LP | 0.05% | Add +0.7% | 38,786 | $12.2M |
| Cranbrook Wealth Management, LLC | 2.39% | Reduce -0.1% | 38,537 | $12.1M |
| Gibraltar Capital Management, Inc. | 2.06% | Add +2.3% | 38,525 | $12.1M |
| Cornerstone Advisors Asset Management, LLC | 1.96% | Reduce -2.3% | 38,408 | $12.1M |
| Tarbox Family Office, Inc. | 1.94% | Reduce -30.1% | 38,385 | $12.1M |
| Private Advisor Group, LLC | 0.06% | Add +2.2% | 38,203 | $12.0M |
| Plancorp, LLC | 0.36% | Reduce -4.5% | 37,523 | $11.8M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 37,507 | $11.8M |
| Patriot Investment Management Group, Inc. | 0.74% | Reduce -0.3% | 37,058 | $11.7M |
| Whittier Trust Co. | 0.13% | Reduce -1.6% | 36,532 | $11.7M |
| Continuum Advisory, LLC | 1.16% | Reduce -0.4% | 36,862 | $11.6M |
| Capital Planning LLC | 3.23% | Add +3.4% | 36,587 | $11.5M |
| Wedmont Private Capital | 0.40% | Add +0.3% | 36,185 | $11.5M |
| Idaho Trust Co | 3.81% | Reduce -15.1% | 36,499 | $11.5M |
| Balentine LLC | 0.43% | Reduce -70.9% | 35,967 | $11.3M |
| BIP Wealth, LLC | 0.39% | Reduce -0.9% | 35,374 | $11.1M |
| Gibson Capital, LLC | 2.04% | No change | 35,294 | $11.1M |
| TBH Global Asset Management, LLC | 1.85% | New | 53,552 | $11.1M |
| Ledyard National Bank | 0.94% | Reduce -4.3% | 34,721 | $10.9M |
| Integrated Advisors Network LLC | 0.48% | Reduce -13.4% | 34,487 | $10.9M |
| Transcend Capital Advisors, LLC | 0.82% | Reduce -0.5% | 33,395 | $10.5M |
| Downshift Financial, LLC | 6.44% | — | 33,602 | $10.4M |
| Northeast Investment Management | 0.41% | Reduce -3.3% | 32,990 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +0.1% | 32,970 | $10.4M |
| Citizens Financial Group Inc. | 0.14% | Add +1.3% | 32,727 | $10.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.29% | Add +2.9% | 31,243 | $9.8M |
| Tortoise Investment Management, LLC | 0.85% | Add +1.1% | 30,753 | $9.7M |
| Quadrant Capital Group LLC | 0.29% | Add +8.5% | 30,557 | $9.6M |
| Mayport, LLC | 1.94% | Add +5.4% | 30,542 | $9.6M |
| Merit Financial Group, LLC | 0.08% | Add +14.4% | 29,941 | $9.4M |
| Nwam LLC | 0.52% | Reduce -1.6% | 29,598 | $9.3M |
| Ironwood Financial, llc | 1.54% | Add +3.1% | 28,362 | $9.1M |
| Novak & Powell Financial Services, Inc. | 4.70% | Reduce -1.9% | 28,641 | $9.0M |
| Bank of Montreal | 0.00% | Add +5.6% | 28,451 | $9.0M |
| Beacon Capital Management, LLC | 1.37% | Reduce -5.4% | 28,090 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -0.0% | 27,916 | $8.8M |
| 1900 Wealth Management LLC | 0.56% | Reduce -0.5% | 27,912 | $8.8M |
| Orin Green Financial, LLC | 3.51% | Reduce -4.9% | 27,906 | $8.8M |
| Valeo Financial Advisors, LLC | 0.19% | Reduce -0.2% | 27,524 | $8.7M |
| Redwood Family Wealth LLC | 8.56% | — | 27,511 | $8.7M |
| Simmons Bank | 0.58% | Reduce -1.2% | 27,324 | $8.6M |
| SC&H Financial Advisors, Inc. | 1.31% | Reduce -23.1% | 26,846 | $8.5M |
| Sherry Group, Inc. | 8.65% | — | 26,040 | $8.3M |
| Armbruster Capital Management, Inc. | 1.38% | Reduce -0.6% | 26,192 | $8.2M |
| SageView Advisory Group, LLC | 0.28% | Reduce -15.7% | 26,185 | $8.2M |
| City Holding Co. | 1.01% | Add +7.2% | 26,175 | $8.2M |
| World Investment Advisors | 0.14% | Add +4.2% | 26,108 | $8.2M |
| Texas Yale Capital Corp. | 0.25% | Add +0.0% | 25,756 | $8.1M |
| Cary Street Partners Financial LLC | 0.20% | Add +0.0% | 48,980 | $8.1M |
| Gradient Capital Advisors, LLC | 2.05% | Reduce -6.2% | 25,323 | $8.0M |
| Soundwatch Capital LLC | 1.22% | No change | 25,019 | $7.9M |
| Glenview Trust Co | 0.12% | Reduce -8.4% | 24,627 | $7.8M |
| Savant Capital, LLC | 0.04% | Add +0.6% | 24,446 | $7.7M |
| Integrity Alliance, Llc. | 0.28% | New | 24,356 | $7.7M |
| Assetmark, Inc. | 0.02% | Add +6.2% | 24,157 | $7.6M |
| Patron Partners, LLC | 3.37% | Add +5.3% | 24,059 | $7.6M |
| CENTRAL TRUST Co | 0.15% | Reduce -2.8% | 23,905 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +2.0% | 23,639 | $7.4M |
| Flagship Harbor Advisors, LLC | 0.35% | Reduce -0.6% | 23,389 | $7.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.50% | Reduce -0.8% | 22,944 | $7.2M |
| Sawgrass Asset Management LLC | 0.90% | No change | 22,925 | $7.2M |
| Clarius Group, LLC | 0.41% | Reduce -0.6% | 22,901 | $7.2M |
| Sage Financial Management Group, Inc. | 2.20% | Add +0.5% | 22,845 | $7.2M |
| Prime Buchholz LLC | 4.21% | Reduce -42.1% | 22,532 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.0% | 22,449 | $7.1M |
| N.E.W. Advisory Services LLC | 0.52% | New | 22,396 | $7.1M |
| Marietta Wealth Management, LLC | 0.81% | Reduce -1.4% | 22,379 | $7.0M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.6% | 22,350 | $7.0M |
| Kendall Capital Management | 1.45% | No change | 22,069 | $6.9M |
| Red Wave Investments LLC | 2.05% | Add +0.3% | 21,857 | $6.9M |
| Pioneer Wealth Management Group | 2.08% | Reduce -1.0% | 21,729 | $6.8M |
| Dorsey & Whitney Trust CO LLC | 0.36% | Add +1.4% | 21,672 | $6.8M |
| McAdam, LLC | 0.31% | Reduce -1.8% | 21,318 | $6.7M |
| Councilor Wealth, LLC | 3.17% | Add +5.5% | 21,280 | $6.7M |
| Cascade Financial Partners, LLC | 0.67% | Reduce -2.6% | 20,958 | $6.6M |
| Lodestar Private Asset Management LLC | 0.65% | Reduce -4.5% | 20,535 | $6.5M |
| Human Investing LLC | 0.91% | Add +6.5% | 20,496 | $6.5M |
| Kohmann Bosshard Financial Services, LLC | 0.58% | Add +0.6% | 20,265 | $6.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.2% | 20,255 | $6.4M |
| Avior Wealth Management, LLC | 0.20% | Reduce -2.5% | 20,066 | $6.3M |
| TD Private Client Wealth LLC | 0.13% | Add +92.2% | 19,866 | $6.3M |
| Intrust Bank NA | 0.51% | Reduce -4.2% | 19,497 | $6.1M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +7.3% | 19,468 | $6.1M |
| Ifrah Financial Services, Inc. | 1.55% | Reduce -1.5% | 19,213 | $6.0M |
| Black Diamond Financial, LLC | 0.64% | Reduce -3.2% | 19,145 | $6.0M |
| Battery Global Advisors, LLC | 2.77% | Add +150.8% | 12,241 | $6.0M |
| Harbour Investments, Inc. | 0.12% | Add +13.3% | 18,856 | $5.9M |
| Fairway Wealth LLC | 1.59% | Reduce -16.4% | 18,766 | $5.9M |
| Simon Quick Advisors, LLC | 0.26% | No change | 18,694 | $5.9M |
| Commerce Bank | 0.03% | Reduce -0.3% | 18,595 | $5.9M |
| Compound Planning, Inc. | 0.17% | Add +1.6% | 18,500 | $5.8M |
| Bawa N Mallick Trust | 2.16% | No change | 18,500 | $5.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +48.7% | 18,429 | $5.8M |
| Vontobel Holding Ltd. | 0.02% | Reduce -0.9% | 18,380 | $5.8M |
| Magnolia Capital Advisors LLC | 1.21% | Add +12.9% | 18,281 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +0.5% | 18,136 | $5.7M |
| Xcelsior Advisor Partners LLC | 2.77% | — | 18,083 | $5.7M |
| Mission Wealth Management, LP | 0.11% | Reduce -4.1% | 17,799 | $5.6M |
| One Capital Management, LLC | 0.17% | Reduce -1.5% | 17,786 | $5.6M |
| Riverview Trust Co | 6.72% | No change | 17,649 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +2.4% | 17,370 | $5.5M |
| Seal Cove Capital, LLC | 5.04% | — | 17,146 | $5.4M |
| Mather Group, Llc. | 0.06% | Reduce -4.0% | 17,016 | $5.4M |
| Phillips Financial Management, LLC | 0.34% | Reduce -1.8% | 16,897 | $5.3M |
| Objective Capital Management, LLC | 5.31% | Add +0.0% | 16,580 | $5.2M |
| Warwick Investment Management, Inc. | 0.80% | Reduce -0.5% | 16,403 | $5.2M |
| PDS Planning, Inc | 0.34% | Reduce -0.7% | 16,393 | $5.2M |
| Apella Capital, LLC | 0.10% | Reduce -0.7% | 16,376 | $5.2M |
| Ritholtz Wealth Management | 0.09% | Reduce -0.3% | 16,354 | $5.1M |
| BOK Financial Private Wealth, Inc. | 0.31% | No change | 16,328 | $5.1M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +2.0% | 16,148 | $5.1M |
| Transcendent Capital Group LLC | 2.30% | Reduce -1.1% | 16,147 | $5.1M |
| Pitcairn Wealth Advisors LLC | 0.46% | — | 16,112 | $5.1M |
| Rehmann Capital Advisory Group | 0.26% | Add +1.8% | 16,064 | $5.1M |
| Citigroup Inc. | 0.00% | Reduce -19.6% | 16,018 | $5.0M |
| Glenmede Trust Co. NA | 0.02% | — | 15,973 | $5.0M |
| EP Wealth Advisors, LLC | 0.03% | — | 15,971 | $5.0M |
| BLB&B Advisors, LLC | 0.21% | Add +6.5% | 15,963 | $5.0M |
| WASHINGTON TRUST Co | 0.16% | No change | 15,955 | $5.0M |
| Brooklyn FI, LLC | 1.07% | Add +22.6% | 15,939 | $5.0M |
| Glassman Wealth Services | 0.67% | Reduce -3.5% | 15,713 | $4.9M |
| Tumwater Wealth Management, LLC | 2.01% | No change | 15,693 | $4.9M |
| IFG Advisory, LLC | 0.21% | Reduce -5.0% | 15,609 | $4.9M |
| Infinity Wealth Counsel, LLC | 4.47% | Reduce -5.0% | 15,572 | $4.9M |
| Johnson Wealth Management, LLC | 2.41% | No change | 15,355 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +2.1% | 16,558 | $4.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +6.7% | 15,104 | $4.8M |
| FC Advisory LLC | 1.36% | Reduce -1.8% | 15,087 | $4.7M |
| Medallion Wealth Advisors, LLC | 1.60% | Add +9.4% | 15,086 | $4.7M |
| Sax Wealth Advisors, LLC | 0.22% | Add +6.5% | 14,971 | $4.7M |
| Watershed Private Wealth LLC | 1.39% | Reduce -0.2% | 14,680 | $4.6M |
| ATLas Financial Planning LLC | 4.52% | — | 14,620 | $4.6M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -50.4% | 14,617 | $4.6M |
| PCG Wealth Advisors, LLC | 1.30% | Add +10.5% | 14,555 | $4.6M |
| Aspiriant, LLC | 0.13% | Reduce -1.6% | 14,444 | $4.5M |
| First National Bank of Omaha | 0.13% | New | 14,326 | $4.5M |
| Obsidian Cio, LLC | 6.67% | Reduce -90.9% | 14,316 | $4.5M |
| Elevation Capital Advisory, LLC | 1.84% | New | 14,289 | $4.5M |
| Caprock Group, LLC | 0.09% | Reduce -1.3% | 14,206 | $4.5M |
| Evercore Wealth Management, LLC | 0.07% | Reduce -0.4% | 14,100 | $4.4M |
| Twin Focus Capital Partners, LLC | 0.51% | No change | 14,040 | $4.4M |
| Financial Connections Group, Inc. | 1.51% | Reduce -0.1% | 13,968 | $4.4M |
| SWP Financial LLC | 2.18% | Reduce -0.8% | 13,822 | $4.4M |
| Interactive Financial Advisors, Inc. | 2.78% | Reduce -8.1% | 13,674 | $4.3M |
| Adams Wealth Management | 0.90% | Reduce -5.4% | 13,348 | $4.2M |
| CacheTech Inc. | 0.78% | Reduce -5.4% | 13,348 | $4.2M |
| SoundView Advisors Inc. | 1.43% | New | 13,010 | $4.1M |
| Gainplan LLC | 1.51% | Reduce -2.6% | 12,768 | $4.0M |
| Fiducient Advisors LLC | 0.50% | Reduce -6.5% | 12,715 | $4.0M |
| Evanson Asset Management, LLC | 0.21% | Add +0.7% | 12,592 | $4.0M |
| Trust Co | 0.37% | Add +466.8% | 12,548 | $4.0M |
| RCW Management, LLC | 3.98% | — | 12,512 | $3.9M |
| Bragg Financial Advisors, Inc | 0.13% | Reduce -2.7% | 12,477 | $3.9M |
| Topel & Distasi Wealth Management, LLC | 1.91% | Reduce -4.7% | 12,415 | $3.9M |
| Financial Insights, Inc. | 1.30% | Reduce -0.9% | 12,365 | $3.9M |
| Roundview Capital LLC | 0.24% | Add +5.8% | 12,303 | $3.9M |
| Beaumont Financial Advisors, LLC | 0.25% | Add +2.8% | 12,146 | $3.8M |
| Zhang Financial LLC | 0.14% | Add +0.1% | 12,089 | $3.8M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -1.5% | 12,034 | $3.8M |
| Sapient Capital LLC | 0.05% | Add +1.1% | 11,893 | $3.8M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.8% | 11,931 | $3.8M |
| Atticus Wealth Management, LLC | 0.92% | Reduce -0.3% | 11,874 | $3.7M |
| PCA Investment Advisory Services Inc. | 1.30% | Add +5.5% | 11,830 | $3.7M |
| Kelman-Lazarov, Inc. | 0.53% | Add +82.5% | 11,767 | $3.7M |
| Capital Squared Financial LLC | 2.88% | Reduce -1.6% | 11,736 | $3.7M |
| Royal Fund Management, LLC | 0.34% | Add +44.1% | 11,676 | $3.7M |
| Coppell Advisory Solutions LLC | 0.36% | Reduce -0.3% | 11,522 | $3.7M |
| Fortem Financial Group, LLC | 0.98% | No change | 11,591 | $3.6M |
| Founders Financial Securities LLC | 0.21% | Add +23.8% | 11,496 | $3.6M |
| ARK & TLK Investments, LLC | 0.99% | Reduce -2.1% | 11,457 | $3.6M |
| Parsons Capital Management Inc. | 0.20% | Reduce -0.0% | 11,435 | $3.6M |
| SouthState Bank Corp | 0.16% | Reduce -0.1% | 11,351 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.6% | 11,317 | $3.6M |
| Dahring | Cusmano LLC | 2.43% | Add +1.0% | 11,103 | $3.5M |
| Savvy Advisors, Inc. | 0.11% | Add +7.2% | 11,070 | $3.5M |
| Sheets Smith Wealth Management | 0.38% | Add +0.2% | 11,019 | $3.5M |
| Lifeworks Advisors, LLC | 0.45% | Add +31.7% | 11,011 | $3.5M |
| Mathes Company, Inc. | 1.24% | No change | 10,961 | $3.5M |
| L.K. Benson & Company, P.C. | 1.71% | Add +6.9% | 10,830 | $3.4M |
| Caitlin John, LLC | 2.22% | Reduce -13.8% | 10,773 | $3.4M |
| Obermeyer Wealth Partners | 0.15% | Add +0.4% | 10,535 | $3.3M |
| Global Retirement Partners, LLC | 0.06% | Add +12.4% | 10,522 | $3.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.70% | Reduce -0.1% | 10,520 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 10,393 | $3.3M |
| Cardiff Park Advisors, LLC | 0.27% | Add +0.2% | 10,338 | $3.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.24% | Reduce -4.3% | 10,255 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -0.6% | 10,209 | $3.2M |
| Principal Securities, Inc. | 0.05% | Reduce -2.2% | 10,100 | $3.2M |
| Krilogy Financial LLC | 0.11% | Add +2.3% | 9,913 | $3.2M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 9,963 | $3.1M |
| Astra Wealth Partners LLC | 1.91% | Reduce -2.0% | 9,932 | $3.1M |
| Alley Investment Management Company, LLC | 0.36% | No change | 9,729 | $3.1M |
| Financial Alternatives, Inc | 1.78% | No change | 9,723 | $3.1M |
| William Mack & Associates, Inc. | 1.44% | Add +0.1% | 9,721 | $3.1M |
| Sculati Wealth Management, LLC | 1.07% | Reduce -30.7% | 9,656 | $3.0M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -1.3% | 9,654 | $3.0M |
| Charles Schwab Trust Co | 0.20% | No change | 9,591 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.4% | 9,562 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.6% | 9,492 | $3.0M |
| Financial Planning Fort Collins, LLC | 2.61% | — | 9,435 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.07% | Reduce -15.0% | 9,431 | $3.0M |
| Bessemer Group Inc. | 0.00% | No change | 9,427 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.1% | 9,407 | $3.0M |
| Meramec Financial Planners, LLC | 1.14% | — | 9,183 | $2.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.72% | — | 9,209 | $2.9M |
| Boston Family Office LLC | 0.18% | Reduce -1.9% | 9,166 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.2% | 9,156 | $2.9M |
| Edge Financial Advisors LLC | 1.21% | Reduce -1.0% | 9,132 | $2.9M |
| Wiser Wealth Management, Inc | 0.64% | Reduce -0.1% | 9,115 | $2.9M |
| Fortitude Advisory Group L.L.C. | 1.21% | Reduce -1.3% | 9,050 | $2.8M |
| Blankinship & Foster, LLC | 0.61% | Add +0.0% | 9,002 | $2.8M |
| YHB Investment Advisors, Inc. | 0.20% | Reduce -0.6% | 8,998 | $2.8M |
| Pinnacle Financial Group, LLC / IL | 0.82% | Reduce -2.2% | 8,997 | $2.8M |
| McClarren Financial Advisors, Inc. | 1.69% | Reduce -65.0% | 3,186 | $2.8M |
| AMG National Trust Bank | 0.07% | Add +0.0% | 8,958 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -8.2% | 8,939 | $2.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.69% | No change | 8,770 | $2.8M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.7% | 8,838 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +3.7% | 8,834 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.3% | 8,793 | $2.8M |
| Uptick Partners, LLC | 0.59% | Add +28.5% | 8,722 | $2.7M |
| First Community Trust NA | 2.05% | Add +51.3% | 8,717 | $2.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.33% | — | 8,697 | $2.7M |
| Partners in Financial Planning | 0.46% | Reduce -2.3% | 8,673 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +109.5% | 8,568 | $2.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +34.5% | 8,469 | $2.7M |
| Summit Financial, LLC | 0.04% | Reduce -1.7% | 8,512 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +1.7% | 8,490 | $2.7M |
| Secure Asset Management, LLC | 0.42% | Reduce -6.3% | 8,416 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -2.5% | 8,280 | $2.6M |
| Bluestem Financial Advisors, LLC | 1.01% | Reduce -0.5% | 8,272 | $2.6M |
| Hartmann Taylor Wealth Management, LLC | 1.72% | Reduce -6.1% | 8,096 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Add +11.5% | 7,965 | $2.5M |
| Empower Advisory Group, LLC | 0.01% | Add +49.8% | 7,897 | $2.5M |
| Market Street Wealth Management Advisors LLC | 0.39% | Reduce -0.2% | 7,879 | $2.5M |
| GW&K Investment Management, LLC | 0.02% | No change | 7,867 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.74% | Reduce -0.4% | 7,764 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -13.2% | 7,733 | $2.4M |
| Howard Wealth Management, LLC | 1.06% | Reduce -3.7% | 7,728 | $2.4M |
| Sand Hill Global Advisors, LLC | 0.08% | Reduce -2.8% | 7,715 | $2.4M |
| Stone Summit Wealth LLC | 0.66% | Reduce -4.3% | 7,707 | $2.4M |
| W1M Asset Management Ltd | 0.03% | New | 7,678 | $2.4M |
| Boston Trust Walden Corp | 0.02% | No change | 7,645 | $2.4M |
| Lanark Financial, Inc. | 0.18% | Reduce -2.4% | 7,643 | $2.4M |
| Athena Investment Management | 1.22% | Add +15.0% | 7,591 | $2.4M |
| Nicolet Bankshares Inc. | 0.38% | Reduce -4.3% | 7,527 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 7,352 | $2.3M |
| Argos Wealth Advisors, LLC | 0.62% | — | 7,275 | $2.3M |
| Cwm, LLC | 0.01% | Add +1.5% | 7,268 | $2.3M |
| Sage Mountain Advisors LLC | 0.12% | Add +1.1% | 7,191 | $2.3M |
| WBH Advisory Inc. | 0.17% | Reduce -3.6% | 7,167 | $2.3M |
| Sequent Asset Management, LLC | 1.00% | No change | 7,127 | $2.2M |
| Sei Investments Co. | 0.00% | Add +1.4% | 7,117 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.0% | 7,077 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -13.1% | 7,040 | $2.2M |
| Great Point Wealth Advisors, LLC | 0.40% | Reduce -1.3% | 7,016 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +0.4% | 6,996 | $2.2M |
| Leo Wealth, LLC | 0.16% | Add +358.0% | 6,989 | $2.2M |
| Joel Isaacson & Co., LLC | 0.07% | Reduce -2.1% | 6,972 | $2.2M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -1.3% | 6,964 | $2.2M |
| Simplicity Wealth,LLC | 0.13% | Reduce -4.5% | 6,956 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +3.7% | 6,947 | $2.2M |
| Daymark Wealth Partners, LLC | 0.07% | Add +20.2% | 6,897 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -3.8% | 6,786 | $2.1M |
| Ellenbecker Investment Group | 0.30% | Add +0.5% | 6,774 | $2.1M |
| Greenspring Advisors, LLC | 0.13% | Add +240.8% | 6,761 | $2.1M |
| S.A. Mason LLC | 0.84% | Add +0.1% | 6,726 | $2.1M |
| Scott & Selber, Inc. | 0.53% | Add +1.4% | 6,675 | $2.1M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +139.2% | 6,643 | $2.1M |
| Range Advisory, LLC | 0.54% | — | 6,637 | $2.1M |
| Harbor Asset Planning, Inc. | 1.77% | Add +32.6% | 6,594 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | Add +1.5% | 6,546 | $2.1M |
| Fairman Group, LLC | 1.64% | Add +0.5% | 6,521 | $2.1M |
| Legacy Advisors, LLC | 0.22% | No change | 6,503 | $2.0M |
| Seamount Financial Group Inc. | 0.93% | Add +1.0% | 6,496 | $2.0M |
| KM Capital Management Ltd. | 1.03% | Reduce -0.4% | 6,400 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +69.3% | 6,383 | $2.0M |
| RTD Financial Advisors, Inc. | 0.24% | Reduce -1.6% | 6,356 | $2.0M |
| Investment Counsel Co. of Nevada | 4.29% | Add +23.0% | 6,351 | $2.0M |
| Luminist Capital LLC | 2.46% | Add +2.7% | 6,323 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +146.4% | 6,308 | $2.0M |
| Ethos Financial Group, LLC | 0.15% | Add +97.1% | 6,288 | $2.0M |
| Legacy Private Trust Co. | 0.12% | No change | 6,274 | $2.0M |
| Davidson Trust Co. | 0.82% | No change | 6,256 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -5.1% | 6,170 | $2.0M |
| Asempa Wealth Advisors | 1.69% | — | 6,217 | $2.0M |
| Mustard Seed Financial, LLC | 1.23% | Add +3.1% | 6,208 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +4.3% | 6,095 | $1.9M |
| Berger Financial Group, Inc | 0.11% | Reduce -3.3% | 6,019 | $1.9M |
| DBK Financial Counsel, LLC | 1.45% | Reduce -0.4% | 6,015 | $1.9M |
| UMB Bank, n.a. | 0.03% | Add +537.2% | 6,009 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 6,009 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +9.9% | 5,987 | $1.9M |
| Net Worth Advisory Group | 0.38% | Add +56.3% | 5,967 | $1.9M |
| Mystic Asset Management, Inc. | 0.42% | Reduce -0.5% | 5,856 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +1.2% | 5,853 | $1.8M |
| American Investment Services, Inc. | 0.43% | Reduce -9.3% | 5,824 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Add +22.3% | 5,814 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Add +15.4% | 5,799 | $1.8M |
| Versant Capital Management, Inc | 0.23% | Add +0.0% | 5,776 | $1.8M |
| Center for Financial Planning, Inc. | 0.19% | Add +0.1% | 5,774 | $1.8M |
| Brown, Lisle/Cummings, Inc. | 0.45% | No change | 5,755 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.13% | Add +6.4% | 5,755 | $1.8M |
| Forum Financial Management, LP | 0.02% | Reduce -1.7% | 5,735 | $1.8M |
| Maseco LLP | 0.08% | New | 5,730 | $1.8M |
| Alerus Financial NA | 0.09% | No change | 5,705 | $1.8M |
| General Partner, Inc. | 1.02% | No change | 5,700 | $1.8M |
| Blair William & Co. | 0.00% | Add +10.4% | 5,699 | $1.8M |
| TABR Capital Management, LLC | 1.19% | Add +9.9% | 5,668 | $1.8M |
| Miller Capital Partners, Inc. | 0.91% | — | 5,647 | $1.8M |
| Grandfield & Dodd, LLC | 0.10% | No change | 5,630 | $1.8M |
| Waldron Private Wealth LLC | 0.07% | Add +4.7% | 5,610 | $1.8M |
| Dakota Wealth Management | 0.03% | No change | 5,597 | $1.8M |
| Empirical Asset Management, LLC | 0.50% | Add +0.8% | 11,837 | $1.8M |
| Measured Wealth Private Client Group, LLC | 0.47% | Reduce -14.4% | 5,589 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +50.3% | 5,584 | $1.8M |
| Capital Management Associates, Inc | 0.39% | No change | 5,581 | $1.8M |
| EnRich Financial Partners LLC | 0.48% | Reduce -0.9% | 5,560 | $1.8M |
| Orser Capital Management, LLC | 0.98% | Reduce -0.1% | 5,520 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.1% | 5,442 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.7% | 5,465 | $1.7M |
| Rebalance, LLC | 0.10% | Add +0.9% | 5,449 | $1.7M |
| Private Management Group Inc. | 0.05% | Reduce -5.2% | 5,421 | $1.7M |
| Olistico Wealth, LLC | 0.83% | Reduce -1.5% | 5,393 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.5% | 5,384 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +0.0% | 5,373 | $1.7M |
| Composition Wealth, LLC | 0.02% | Add +2.2% | 5,350 | $1.7M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -7.7% | 5,341 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.4% | 5,321 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 5,262 | $1.7M |
| Thomasville National Bank | 0.10% | Reduce -8.7% | 5,251 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +1.7% | 5,244 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Add +21.6% | 5,222 | $1.6M |
| Cypress Wealth Services, LLC | 0.23% | Add +1.0% | 5,214 | $1.6M |
| Southland Equity Partners LLC | 0.32% | Add +4.7% | 5,191 | $1.6M |
| Eagle Strategies LLC | 0.21% | Add +3.7% | 5,166 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +3.7% | 5,155 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +6.9% | 5,124 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.3% | 5,098 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.18% | No change | 5,075 | $1.6M |
| Calder Financial LLC | 1.56% | — | 5,060 | $1.6M |
| Wells Financial Advisors INC | 3.02% | Reduce -53.0% | 5,055 | $1.6M |
| Larson Financial Group LLC | 0.05% | Reduce -8.2% | 5,050 | $1.6M |
| Round Rock Advisors LLC | 0.24% | Reduce -0.1% | 5,049 | $1.6M |
| Sloy Dahl & Holst, LLC | 0.19% | Add +45.3% | 5,018 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 5,014 | $1.6M |
| Annex Advisory Services, LLC | 0.03% | Reduce -1.0% | 4,988 | $1.6M |
| Quadcap Wealth Management, LLC | 0.18% | Add +0.5% | 4,971 | $1.6M |
| Pathway Financial Advisors LLC | 0.20% | No change | 4,891 | $1.6M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +0.3% | 4,949 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -9.8% | 4,945 | $1.6M |
| GSG Advisors LLC | 0.40% | Add +0.7% | 4,942 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.22% | Add +0.3% | 4,933 | $1.6M |
| Dentgroup LLC | 1.06% | Reduce -43.6% | 4,907 | $1.5M |
| Choate Investment Advisors | 0.03% | No change | 4,883 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -0.5% | 4,869 | $1.5M |
| Manuka Financial, LLC | 0.95% | Reduce -13.0% | 4,837 | $1.5M |
| Lodestone Wealth Management LLC | 0.62% | Add +0.5% | 4,834 | $1.5M |
| Tsfg, LLC | 0.23% | Add +0.0% | 4,825 | $1.5M |
| Vista Capital Partners, Inc. | 0.15% | Reduce -6.1% | 4,797 | $1.5M |
| Brandywine Oak Private Wealth LLC | 0.13% | No change | 4,789 | $1.5M |
| Gill Capital Partners, LLC | 0.45% | Reduce -9.9% | 4,735 | $1.5M |
| Destiny Wealth Partners, LLC | 0.17% | No change | 4,666 | $1.5M |
| Midwest Trust Co | 0.02% | Reduce -8.0% | 4,727 | $1.5M |
| WealthCollab, LLC | 0.61% | Add +5.3% | 4,711 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -3.3% | 4,708 | $1.5M |
| Key Financial Inc | 0.27% | Reduce -1.8% | 4,679 | $1.5M |
| Bearing Point Capital, LLC | 0.23% | Reduce -5.7% | 4,664 | $1.5M |
| Synergy Financial Group, LTD | 1.03% | Reduce -2.6% | 4,660 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.0% | 4,654 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Add +1.1% | 4,644 | $1.5M |
| Factor Wealth Management LTD | 0.32% | Add +9.3% | 4,641 | $1.5M |
| Appleton Partners Inc. | 0.10% | Reduce -0.5% | 4,639 | $1.5M |
| Bokf, NA | 0.02% | Reduce -1.4% | 4,613 | $1.5M |
| Advocate Investing Services LLC | 1.30% | — | 4,600 | $1.4M |
| Vise Technologies, Inc. | 0.03% | Add +117.0% | 4,595 | $1.4M |
| Life Planning Partners, Inc | 1.11% | Reduce -25.6% | 4,594 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.19% | New | 4,580 | $1.4M |
| Evolve Private Wealth, LLC | 0.09% | — | 4,571 | $1.4M |
| Greenleaf Trust | 0.01% | No change | 4,541 | $1.4M |
| GenTrust, LLC | 0.06% | No change | 4,532 | $1.4M |
| DUTCH ASSET Corp | 1.09% | — | 4,513 | $1.4M |
| Next Capital Management LLC | 0.45% | No change | 4,509 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Add +25.1% | 4,499 | $1.4M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.4% | 4,495 | $1.4M |
| Endeavor Private Wealth, Inc. | 0.40% | No change | 4,481 | $1.4M |
| Cedarwood Wealth LLC | 1.56% | — | 4,398 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | No change | 4,451 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +5.5% | 4,438 | $1.4M |
| Berkshire Money Management, Inc. | 0.13% | New | 4,420 | $1.4M |
| MontVue Capital Management, Inc. | 0.92% | No change | 4,407 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -5.9% | 4,389 | $1.4M |
| Ted Buchan & Co | 0.51% | Add +25.7% | 4,386 | $1.4M |
| Studio Investment Management LLC | 0.25% | Add +25.3% | 4,324 | $1.4M |
| Bell Investment Advisors, Inc | 0.21% | Reduce -5.0% | 4,310 | $1.4M |
| Arax Advisory Partners | 0.04% | New | 4,304 | $1.4M |
| Maridea Wealth Management LLC | 0.20% | Reduce -6.5% | 4,294 | $1.4M |
| Rodgers & Associates, LTD | 0.14% | No change | 4,237 | $1.3M |
| Tenzing Financial LLC | 1.07% | — | 4,191 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +8.2% | 4,159 | $1.3M |
| Silverlake Wealth Management LLC | 0.29% | Reduce -3.8% | 4,156 | $1.3M |
| Fortis Capital Management LLC | 0.17% | Add +0.8% | 4,148 | $1.3M |
| Pacific Financial Group Inc. | 0.72% | No change | 4,126 | $1.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +2.3% | 4,084 | $1.3M |
| Pachira Investments Inc. | 0.63% | Add +0.3% | 4,116 | $1.3M |
| FSM Wealth Advisors, LLC | 0.18% | Add +0.4% | 4,116 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -7.0% | 4,115 | $1.3M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -1.2% | 4,089 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.02% | Add +86.4% | 4,002 | $1.3M |
| Capital Analysts, LLC | 0.03% | No change | 3,980 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +1.3% | 3,951 | $1.2M |
| Fiduciary Advisors, Inc. | 0.94% | Add +0.5% | 3,918 | $1.2M |
| American Money Management, LLC | 0.19% | Reduce -2.7% | 3,861 | $1.2M |
| Aspen Investment Management Inc | 0.36% | Add +121.2% | 3,833 | $1.2M |
| David J Yvars Group | 0.64% | Reduce -1.7% | 3,801 | $1.2M |
| Seven Post Investment Office LP | 0.43% | No change | 3,800 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +0.5% | 3,786 | $1.2M |
| True North Advisors, LLC | 0.15% | New | 3,729 | $1.2M |
| Aspen Wealth Management LLC | 0.25% | Add +0.5% | 3,723 | $1.2M |
| Madrid Wealth Management, LLC | 0.95% | — | 3,717 | $1.2M |
| Abacus Planning Group, Inc. | 0.16% | Reduce -2.1% | 3,712 | $1.2M |
| Austin Wealth Management, LLC | 0.17% | Reduce -32.6% | 3,650 | $1.2M |
| Entrewealth, LLC | 0.52% | Reduce -32.6% | 3,650 | $1.2M |
| Lutz Financial Services LLC | 0.08% | Add +1.4% | 3,674 | $1.2M |
| Tranquility Partners, LLC | 0.42% | Reduce -0.8% | 3,661 | $1.2M |
| Berkeley Capital Partners, LLC | 0.27% | Reduce -1.8% | 3,655 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | No change | 3,654 | $1.2M |
| Grandview Asset Management LLC | 0.31% | Reduce -4.8% | 3,624 | $1.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +0.6% | 3,607 | $1.1M |
| Unique Wealth, LLC | 0.16% | Reduce -5.4% | 3,598 | $1.1M |
| Core Wealth Advisors, Inc. | 0.29% | No change | 3,580 | $1.1M |
| High Net Worth Advisory Group LLC | 0.26% | Add +2.2% | 3,533 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.32% | No change | 3,516 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.16% | Reduce -1.0% | 3,513 | $1.1M |
| Plum Street Advisors, LLC | 0.39% | No change | 3,510 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.39% | No change | 3,489 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.6% | 3,479 | $1.1M |
| Kwmg, LLC | 0.09% | No change | 3,477 | $1.1M |
| Marshall Financial Group, LLC | 0.21% | Add +0.5% | 3,467 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.18% | — | 3,466 | $1.1M |
| WealthTrust Asset Management, LLC | 0.76% | Reduce -1.4% | 3,459 | $1.1M |
| Morton Capital Management LLC | 0.17% | No change | 3,445 | $1.1M |
| Liberty Wealth Management LLC | 0.14% | Add +0.1% | 3,442 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.5% | 3,437 | $1.1M |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $1.1M |
| Interchange Capital Partners, LLC | 0.20% | No change | 3,425 | $1.1M |
| Burling Wealth Partners, LLC | 0.17% | Add +32.4% | 3,411 | $1.1M |
| Spire Wealth Management | 0.04% | Add +0.2% | 3,385 | $1.1M |
| Trivium Point Advisory, LLC | 0.11% | Reduce -0.9% | 3,356 | $1.1M |
| Essex Bank | 0.23% | Add +380.5% | 3,349 | $1.1M |
| Golden Bell Financial Planning LLC | 0.88% | Reduce -7.2% | 3,347 | $1.1M |
| KW Wealth Management LLC | 1.59% | Add +1.4% | 3,330 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +4.1% | 3,308 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.9% | 3,297 | $1.0M |
| Breakwater Investment Management | 0.37% | No change | 3,280 | $1.0M |
| Journey Beyond Wealth, LLC | 0.82% | Add +0.0% | 3,259 | $1.0M |
| BSW Wealth Partners | 0.12% | No change | 3,250 | $1.0M |
| Slow Capital, Inc. | 0.12% | Reduce -2.9% | 3,245 | $1.0M |
| Pennington Partners & Co., LLC | 0.41% | Reduce -0.9% | 3,226 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.33% | New | 3,190 | $1.0M |
| Balboa Wealth Partners | 0.17% | Add +2.9% | 3,187 | $1.0M |
| Sendero Wealth Management, LLC | 0.11% | No change | 3,185 | $1.0M |
| Keystone Financial Group | 0.07% | No change | 3,163 | $996K |
| Primoris Wealth Advisors, LLC | 0.59% | No change | 3,153 | $993K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -0.5% | 3,152 | $992K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +6.1% | 3,145 | $990K |
| Farmers National Bank | 0.22% | No change | 3,109 | $979K |
| Atwater Malick LLC | 0.27% | No change | 3,098 | $975K |
| Old Mission Investment Co LLC | 0.23% | Reduce -1.2% | 3,098 | $975K |
| Focus Financial Network, Inc. | 0.03% | Reduce -8.4% | 3,090 | $973K |
| BWM Planning, LLC | 0.26% | Reduce -29.7% | 3,083 | $970K |
| Stratos Investment Management, LLC | 0.04% | Add +0.1% | 3,076 | $968K |
| NorthRock Partners, LLC | 0.02% | Add +46.4% | 3,074 | $968K |
| Red Door Wealth Management, LLC | 0.10% | Add +0.4% | 3,068 | $966K |
| Daybright Advisory Services, Inc. | 0.26% | — | 3,055 | $962K |
| Journey Strategic Wealth LLC | 0.03% | Add +1.9% | 3,051 | $960K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -0.1% | 3,048 | $960K |
| Root Financial Partners, LLC | 0.05% | Add +3.6% | 3,036 | $956K |
| RCS Financial Planning, LLC | 0.41% | No change | 3,027 | $953K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,011 | $948K |
| Jacobi Capital Management LLC | 0.05% | No change | 3,009 | $947K |
| Compass Ion Advisors, LLC | 0.09% | No change | 2,994 | $943K |
| Astoria Strategic Wealth, Inc. | 0.23% | No change | 2,965 | $933K |
| Madison Wealth Partners, Inc | 0.17% | Add +0.1% | 2,954 | $930K |
| Verdence Capital Advisors LLC | 0.06% | Add +0.2% | 2,953 | $930K |
| Fee-Only Financial Planning, L.C. | 0.54% | No change | 2,925 | $921K |
| Western Wealth Management, LLC | 0.04% | Reduce -17.3% | 2,913 | $917K |
| GEN Financial Management, INC. | 0.58% | Reduce -9.8% | 2,904 | $914K |
| Breakwater Capital Group | 0.13% | No change | 2,879 | $906K |
| Opus Capital Group, LLC | 0.10% | Reduce -0.1% | 2,862 | $901K |
| Fortis Capital Advisors, LLC | 0.13% | Reduce -0.9% | 2,846 | $896K |
| Wealth Enhancement Trust Services, Inc. | 0.11% | — | 2,846 | $896K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -3.2% | 2,840 | $894K |
| Clarity Capital Advisors, LLC | 0.45% | Add +0.5% | 2,828 | $890K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.1% | 2,807 | $884K |
| Values Added Financial LLC | 0.37% | No change | 2,801 | $882K |
| Essex LLC | 0.16% | Reduce -4.9% | 2,787 | $877K |
| Legacy Edge Advisors, LLC | 0.10% | Add +51.3% | 2,781 | $875K |
| Traphagen Investment Advisors LLC | 0.07% | Add +0.0% | 2,773 | $873K |
| Coastline Trust Co | 0.08% | Reduce -0.5% | 2,763 | $870K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $866K |
| City State Bank | 0.24% | Add +16.5% | 2,743 | $863K |
| CGC Financial Services, LLC | 0.23% | No change | 2,731 | $860K |
| Trust Co. of Vermont | 0.04% | No change | 2,730 | $859K |
| Rwa Wealth Partners, LLC | 0.01% | Add +4.6% | 2,727 | $858K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.4% | 2,717 | $855K |
| Bailard, Inc. | 0.02% | No change | 2,710 | $853K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +16.8% | 2,679 | $843K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +23.6% | 2,646 | $833K |
| Goldstein Advisors, LLC | 0.09% | No change | 2,628 | $827K |
| Rockwood Wealth Management, LLC | 0.06% | Reduce -3.0% | 2,610 | $822K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -37.0% | 2,599 | $818K |
| Nicolet Advisory Services, LLC | 0.06% | Add +6.9% | 2,551 | $818K |
| Stevens Capital Partners | 0.21% | Reduce -1.4% | 2,595 | $817K |
| LPWM LLC | 0.21% | Add +0.5% | 2,591 | $816K |
| Anderson Hoagland & Co. | 0.07% | No change | 2,584 | $814K |
| CGN Advisors LLC | 0.06% | Add +11.9% | 2,573 | $810K |
| Embree Financial Group | 0.10% | No change | 2,572 | $810K |
| Bay Capital Advisors, LLC | 0.49% | Add +0.2% | 2,569 | $809K |
| RDA Financial Network | 0.19% | Add +7.5% | 2,568 | $808K |
| Apollon Financial, LLC | 0.12% | No change | 2,563 | $807K |
| Sovran Advisors, LLC | 0.07% | Reduce -0.3% | 2,525 | $805K |
| Salomon & Ludwin, LLC | 0.07% | Add +2.2% | 2,532 | $804K |
| Peak Retirement Planning, Inc. | 0.19% | Add +80.9% | 2,547 | $802K |
| Arista Wealth Management, LLC | 0.10% | No change | 2,546 | $801K |
| Wealth Alliance, LLC | 0.08% | Reduce -1.0% | 2,539 | $799K |
| SMI Advisory Services, LLC | 0.14% | Reduce -7.2% | 2,468 | $791K |
| Cozad Asset Management Inc. | 0.06% | Add +0.9% | 2,483 | $782K |
| Amicus Financial Advisors, LLC | 0.22% | — | 2,476 | $780K |
| FF Advisors,LLC | 0.35% | No change | 2,471 | $778K |
| Tradewinds, LLC. | 0.19% | Reduce -0.4% | 2,465 | $776K |
| Everpar Advisors LLC | 0.29% | No change | 2,450 | $771K |
| Three Bearings Fiduciary Advisors, Inc. | 0.72% | — | 2,411 | $768K |
| XY Planning Network, Inc. | 0.13% | Reduce -2.1% | 2,418 | $761K |
| McDonough Capital Management, Inc | 0.37% | No change | 2,418 | $761K |
| Advisortrust Partners, LLC | 0.33% | — | 2,416 | $761K |
| Define Financial, LLC | 0.43% | Add +0.5% | 2,402 | $756K |
| Fullerton Advisors, LLC | 0.75% | — | 2,397 | $755K |
| Keystone Wealth Services, LLC | 0.16% | Add +3.5% | 2,386 | $751K |
| Piscataqua Savings Bank | 0.53% | New | 2,377 | $748K |
| Select Asset Management & Trust | 0.23% | No change | 2,365 | $745K |
| Braun-Bostich & Associates Inc. | 0.46% | No change | 2,360 | $743K |
| Bensler, LLC | 0.07% | No change | 2,358 | $742K |
| United Asset Strategies, Inc. | 0.06% | Add +0.6% | 2,355 | $741K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -9.3% | 2,348 | $739K |
| Hardy Reed LLC | 0.05% | Reduce -4.9% | 2,323 | $731K |
| StoneX Group Inc. | 0.03% | Add +121.3% | 2,313 | $728K |
| Beacon Financial Strategies CORP | 0.41% | No change | 2,306 | $726K |
| Awm Capital, LLC | 0.07% | No change | 2,296 | $723K |
| Benjamin Edwards Inc. | 0.01% | Add +18.4% | 2,283 | $720K |
| Shufro Rose & Co. LLC | 0.05% | New | 2,280 | $718K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.3% | 2,274 | $716K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +5.3% | 2,263 | $712K |
| Diversify Wealth Management, LLC | 0.03% | Add +5.3% | 2,219 | $710K |
| Brookstone Capital Management | 0.01% | Reduce -2.3% | 2,253 | $709K |
| Winthrop Advisory Group LLC | 0.06% | Add +0.2% | 2,240 | $705K |
| Stephens Inc. | 0.01% | Reduce -2.4% | 2,236 | $704K |
| Glen Eagle Advisors, LLC | 0.10% | Add +8.1% | 2,236 | $704K |
| WealthPlan Investment Management, LLC | 0.04% | Add +55.8% | 2,229 | $702K |
| Becker Capital Management Inc. | 0.02% | No change | 2,223 | $700K |
| Old National Bancorp | 0.01% | Reduce -5.8% | 2,222 | $699K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.3% | 2,210 | $696K |
| Novare Capital Management LLC | 0.05% | Reduce -5.3% | 2,208 | $695K |
| HM Payson & Co. | 0.01% | No change | 2,199 | $692K |
| Norden Group LLC | 0.07% | Reduce -20.7% | 2,183 | $687K |
| Bernardo Wealth Planning LLC | 0.13% | No change | 2,160 | $680K |
| One Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 2,154 | $678K |
| Crescent Sterling, Ltd. | 0.69% | Reduce -10.4% | 2,150 | $677K |
| Bank Ozk | 0.24% | No change | 2,147 | $676K |
| Western Financial Corp | 0.27% | Reduce -16.6% | 2,146 | $676K |
| Ariadne Wealth Management, LP | 0.28% | No change | 2,158 | $675K |
| Cypress Capital Group | 0.08% | New | 2,131 | $671K |
| Cathy Pareto & Associates, Inc. | 0.46% | Reduce -3.0% | 2,125 | $669K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -3.5% | 2,125 | $669K |
| Darden Wealth Group Inc | 0.32% | No change | 2,121 | $668K |
| Pine Harbor Wealth Management, LLC | 0.20% | No change | 2,118 | $667K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +63.9% | 2,113 | $665K |
| Rinkey Investments | 0.17% | No change | 2,110 | $664K |
| Avant Capital LLC | 0.46% | Add +21.4% | 2,107 | $663K |
| Briggs Wealth Management, Inc | 0.71% | — | 2,090 | $658K |
| Evolution Advisers, Inc. | 0.28% | Add +16.9% | 2,087 | $657K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.1% | 2,056 | $647K |
| Valley National Advisers Inc. | 0.09% | Reduce -3.8% | 2,057 | $647K |
| Oldfather Financial Services, LLC | 0.19% | Add +8.5% | 2,041 | $643K |
| Advantage Trust Co | 0.29% | No change | 2,040 | $642K |
| True Link Financial Advisors, LLC | 0.04% | New | 2,038 | $642K |
| Quartz Partners, LLC | 0.24% | No change | 2,037 | $641K |
| Rezny Wealth Management, Inc. | 0.14% | No change | 2,035 | $641K |
| Diversified Trust Co. | 0.01% | New | 2,033 | $640K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -11.8% | 2,033 | $640K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -2.8% | 2,024 | $637K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $636K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 2,019 | $635K |
| Coquina Private Wealth LLC | 0.51% | — | 2,016 | $635K |
| Envision Financial LLC | 0.33% | Add +0.3% | 1,996 | $628K |
| TSA Wealth Managment LLC | 0.21% | Reduce -1.5% | 1,989 | $626K |
| TruWealth Advisors, LLC | 0.03% | Reduce -1.5% | 1,984 | $624K |
| Bridgewater Advisors Inc. | 0.04% | No change | 1,975 | $623K |
| Portland Financial Advisors Inc | 1.32% | Reduce -10.7% | 1,971 | $620K |
| Waters Parkerson & Co., LLC | 0.03% | Add +19.6% | 1,966 | $619K |
| Kovack Advisors, Inc. | 0.03% | Add +6.4% | 1,959 | $617K |
| Beckerman Institutional, LLC | 0.35% | No change | 1,957 | $616K |
| Karnit Road Accident Victims Compensation Fund | 0.35% | — | 1,950 | $614K |
| Regal Investment Advisors LLC | 0.04% | Reduce -0.7% | 1,935 | $609K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -1.0% | 1,935 | $609K |
| Foster Group, Inc. | 0.02% | Add +0.7% | 1,927 | $607K |
| Wellington Grp LLC | 0.20% | — | 1,927 | $607K |
| LongView Wealth Management | 0.15% | Reduce -0.4% | 1,878 | $602K |
| PUREfi Wealth, LLC | 0.46% | No change | 1,913 | $602K |
| Sowell Financial Services LLC | 0.02% | Add +0.7% | 1,908 | $601K |
| Vista Investment Management | 0.20% | No change | 1,900 | $598K |
| Certuity, LLC | 0.04% | No change | 1,897 | $597K |
| Passive Capital Management, LLC. | 0.19% | No change | 1,892 | $596K |
| New England Private Wealth Advisors LLC | 0.07% | Add +29.8% | 1,891 | $595K |
| Burk Holdings LLC | 0.28% | Add +129.7% | 1,877 | $591K |
| Capital International Investors | 0.00% | New | 1,828 | $580K |
| Petix & Botte Co | 0.13% | No change | 1,838 | $578K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.3% | 1,829 | $576K |
| Efficient Advisors, LLC | 0.03% | Reduce -0.9% | 1,807 | $569K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 1,792 | $564K |
| White Lighthouse Investment Management Inc. | 0.08% | Add +1.4% | 1,783 | $561K |
| RFG Advisory, LLC | 0.01% | Reduce -8.3% | 1,768 | $557K |
| Scharf Investments, LLC | 0.01% | New | 1,768 | $557K |
| Ballast Financial Advisors LLC | 0.57% | — | 1,760 | $554K |
| Delta Financial Advisors LLC | 0.14% | Reduce -1.8% | 1,756 | $553K |
| WealthShield Partners, LLC | 0.06% | Reduce -3.0% | 1,752 | $552K |
| ETF Store, Inc. | 0.56% | Add +0.5% | 1,737 | $547K |
| C M Bidwell & Associates Ltd. | 0.26% | Reduce -10.4% | 1,721 | $542K |
| Retirement Planning Co of New England, Inc. | 0.22% | Reduce -2.5% | 1,704 | $536K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 1,698 | $535K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +2.0% | 1,693 | $533K |
| Tru Independence Asset Management 2, LLC | 0.33% | No change | 1,692 | $533K |
| Private Trust Co. NA | 0.05% | No change | 1,688 | $531K |
| Weaver Consulting Group | 0.13% | No change | 1,663 | $524K |
| SHP Wealth Management | 0.04% | — | 1,663 | $523K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -2.3% | 1,658 | $522K |
| Trust Co of the South | 0.08% | New | 1,647 | $518K |
| IFC & Insurance Marketing, Inc. | 0.51% | — | 1,644 | $517K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,641 | $517K |
| Cornerstone Planning Group LLC | 0.08% | New | 1,603 | $514K |
| Capital Advisors Inc. | 0.01% | Add +6.6% | 1,630 | $513K |
| Atria Investments, Inc | 0.01% | Reduce -95.6% | 1,628 | $512K |
| Bank of Marin | 0.35% | No change | 1,627 | $512K |
| Yoder Wealth Management, Inc. | 0.23% | No change | 1,606 | $506K |
| Mitchell Capital Management Co. | 0.09% | Add +0.6% | 1,604 | $505K |
| Strategic Blueprint, LLC | 0.03% | Reduce -8.3% | 1,602 | $504K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +6.3% | 1,599 | $503K |
| CoreCap Advisors, LLC | 0.02% | Reduce -29.1% | 1,598 | $503K |
| Legacy Financial Group, Inc. | 0.13% | Add +5.5% | 1,580 | $497K |
| M.E. Allison & Co., Inc. | 0.34% | Add +0.1% | 1,576 | $496K |
| Verus Capital Partners, LLC | 0.03% | Reduce -4.4% | 1,575 | $496K |
| Creative Financial Designs Inc. | 0.03% | Add +0.5% | 1,566 | $493K |
| Highland Capital Management, LLC | 0.02% | Reduce -1.0% | 1,560 | $491K |
| Eaton Financial Holdings Company, LLC | 0.13% | New | 1,553 | $489K |
| Oak Harvest Investment Services | 0.05% | Add +0.6% | 1,539 | $484K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 1,533 | $483K |
| Redwood Financial Network Corp | 0.31% | Reduce -16.4% | 1,532 | $482K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,529 | $481K |
| Claro Advisors Inc. | 0.07% | No change | 1,526 | $480K |
| Hershey Financial Advisers, LLC | 0.40% | New | 1,519 | $478K |
| Stephens Consulting, LLC | 0.15% | Reduce -18.7% | 1,516 | $477K |
| Regions Financial Corp. | 0.00% | Reduce -30.6% | 1,498 | $472K |
| GQG Partners LLC | 0.00% | Add +3.4% | 1,497 | $471K |
| Expressive Wealth LLC | 0.51% | — | 1,494 | $470K |
| BlueChip Wealth Advisors LLC | 0.20% | No change | 1,474 | $464K |
| Stanley-Laman Group, Ltd. | 0.06% | New | 1,465 | $461K |
| Element Pointe Advisors, LLC | 0.09% | New | 1,450 | $456K |
| Financial Futures Ltd Liability Co. | 0.21% | No change | 1,449 | $456K |
| GreatBanc Trust CO | 0.32% | No change | 1,448 | $456K |
| Beacon Wealthcare LLC | 0.16% | No change | 1,445 | $455K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -12.2% | 1,441 | $454K |
| Ascentis Independent Advisors | 0.07% | New | 1,436 | $452K |
| Legacy Trust | 0.08% | No change | 1,435 | $452K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 1,400 | $441K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 1,399 | $440K |
| Archvest Wealth Advisors, Inc. | 0.28% | Reduce -2.0% | 1,399 | $440K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -40.0% | 1,394 | $439K |
| American Trust | 0.04% | No change | 1,392 | $438K |
| My Personal CFO, LLC | 0.18% | New | 1,391 | $438K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.1% | 1,382 | $435K |
| Acima Private Wealth, LLC | 0.13% | No change | 1,380 | $434K |
| Integrity Wealth Solutions LLC | 0.17% | Add +0.5% | 1,373 | $432K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,367 | $430K |
| Hudson Oak Wealth Advisory LLC | 0.38% | — | 1,366 | $430K |
| National Bank of Canada | 0.00% | Add +211.9% | 1,366 | $430K |
| Prostatis Group LLC | 0.10% | Reduce -1.3% | 1,366 | $430K |
| Dividend Assets Capital, LLC | 0.08% | Reduce -0.2% | 1,363 | $429K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $429K |
| Oak Asset Management, LLC | 0.15% | No change | 1,361 | $428K |
| Cynosure Group, LLC | 0.04% | Add +0.5% | 1,358 | $428K |
| First Heartland Consultants, Inc. | 0.03% | No change | 1,358 | $427K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.4% | 1,350 | $425K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -19.7% | 1,338 | $421K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -9.8% | 1,326 | $418K |
| Newton One Investments LLC | 0.12% | Reduce -5.4% | 1,324 | $417K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +0.2% | 1,321 | $416K |
| Rialto Wealth Management, LLC | 0.10% | Reduce -6.8% | 1,312 | $413K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,309 | $412K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 1,307 | $411K |
| Ascent Group, LLC | 0.01% | Reduce -0.1% | 1,306 | $411K |
| Fiduciary Group, LLC | 0.03% | Reduce -3.5% | 1,295 | $408K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | Reduce -33.4% | 1,293 | $407K |
| Wedgewood Investors Inc. | 0.46% | No change | 1,287 | $405K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $402K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -44.6% | 1,275 | $402K |
| Smith Partners Wealth Management, LLC | 0.37% | — | 1,265 | $398K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 1,260 | $397K |
| Meridian Financial Advisors, LLC | 0.22% | Reduce -7.3% | 1,260 | $397K |
| Prosperity Planning, Inc. | 0.15% | No change | 1,254 | $395K |
| Harvest Investment Services, LLC | 0.07% | Reduce -12.9% | 1,252 | $394K |
| Greenwood Capital Associates LLC | 0.04% | No change | 1,250 | $394K |
| Oxbow Advisors, LLC | 0.04% | No change | 1,249 | $393K |
| Gateway Wealth Partners, LLC | 0.04% | Add +53.6% | 1,246 | $392K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $390K |
| United Bank | 0.05% | No change | 1,226 | $386K |
| KFA Private Wealth Group, LLC | 0.09% | No change | 1,221 | $384K |
| Courage Miller Partners, LLC | 0.12% | No change | 1,219 | $384K |
| SkyOak Wealth, LLC | 0.07% | No change | 1,203 | $379K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 1,203 | $379K |
| Ironsides Asset Advisors, LLC | 0.10% | No change | 1,200 | $378K |
| Silver Oak Securities, Incorporated | 0.03% | Add +32.1% | 1,190 | $377K |
| Creekside Partners | 0.16% | Add +0.2% | 1,197 | $377K |
| Allodium Investment Consultants, LLC | 0.19% | Reduce -19.1% | 1,194 | $376K |
| Cornerstone Management, Inc. | 0.06% | Reduce -2.5% | 1,193 | $376K |
| Trevian Wealth Management LLC | 0.18% | No change | 1,190 | $375K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.4% | 1,188 | $374K |
| BKM Wealth Management, LLC | 0.14% | No change | 1,184 | $373K |
| Carret Asset Management, LLC | 0.04% | No change | 1,179 | $371K |
| MY Wealth Management Inc. | 0.32% | Reduce -2.2% | 1,161 | $365K |
| SK Wealth Management, LLC | 0.10% | Add +0.3% | 1,137 | $364K |
| HighMark Wealth Management LLC | 0.15% | No change | 1,152 | $363K |
| BridgePort Financial Solutions, LLC | 0.10% | Add +0.2% | 1,145 | $360K |
| Zacks Investment Management | 0.00% | Add +0.6% | 1,142 | $359K |
| Revolve Wealth Partners, LLC | 0.04% | Add +0.1% | 1,139 | $359K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 1,136 | $358K |
| Centric Wealth Management | 0.08% | Reduce -28.3% | 1,117 | $357K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 1,135 | $357K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,135 | $357K |
| Ares Financial Consulting, LLC | 0.34% | — | 1,125 | $354K |
| FineMark National Bank & Trust | 0.01% | Add +64.3% | 1,117 | $352K |
| Fisher Asset Management | 0.00% | Add +45.3% | 1,116 | $352K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 1,112 | $350K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +11.0% | 1,110 | $349K |
| Prospect Financial Group LLC | 0.32% | No change | 1,109 | $349K |
| Allred Capital Management, LLC | 0.13% | Reduce -6.1% | 1,105 | $348K |
| Detalus Advisors, LLC | 0.08% | Reduce -0.8% | 1,103 | $347K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 1,101 | $347K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,100 | $346K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 1,095 | $345K |
| Opes Wealth Management LLC | 0.06% | No change | 1,093 | $344K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 1,093 | $344K |
| Centaurus Financial, Inc. | 0.02% | No change | 1,093 | $344K |
| Fielder Capital Group LLC | 0.07% | New | 1,091 | $343K |
| Innovative Wealth Building LLC | 0.25% | Add +0.6% | 1,091 | $343K |
| Scotia Capital Inc. | 0.00% | Reduce -1.9% | 1,090 | $343K |
| BLVD Private Wealth, LLC | 0.30% | Reduce -25.5% | 1,085 | $342K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $340K |
| Cornerstone Planning, LLC | 0.08% | — | 1,074 | $338K |
| High Falls Advisors, Inc | 0.07% | No change | 1,073 | $338K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -7.5% | 1,072 | $337K |
| Titleist Asset Management, LLC | 0.03% | New | 1,071 | $337K |
| Strategic Planning, Inc. | 0.18% | New | 1,071 | $337K |
| Curi Capital, LLC | 0.01% | No change | 1,065 | $335K |
| Town Capital LLC | 0.27% | — | 1,063 | $335K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +11.4% | 1,058 | $333K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.3% | 1,053 | $332K |
| Canal Capital Management, LLC | 0.05% | Add +0.6% | 1,052 | $331K |
| Wealthcare Capital Management LLC | 0.03% | No change | 1,050 | $331K |
| Aerodigm Wealth, LLC | 0.13% | New | 1,049 | $330K |
| Norris Perne & French LLP | 0.02% | No change | 1,048 | $330K |
| Blue Trust, Inc. | 0.00% | Add +2.4% | 1,046 | $329K |
| Next Level Private LLC | 0.09% | Add +0.1% | 1,043 | $328K |
| Heritage Investors Management Corp. | 0.01% | Reduce -0.1% | 1,040 | $327K |
| Revisor Wealth Management LLC | 0.09% | Add +20.8% | 1,030 | $327K |
| Nova R Wealth, Inc. | 0.12% | No change | 1,035 | $326K |
| Disciplined Investments, LLC | 0.12% | Reduce -6.6% | 1,032 | $325K |
| Asset Dedication, LLC | 0.02% | Reduce -6.8% | 1,023 | $322K |
| Calamos Wealth Management LLC | 0.01% | New | 1,023 | $322K |
| Capital Advantage, Inc. | 0.04% | No change | 1,022 | $322K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -2.7% | 1,019 | $321K |
| Physician Wealth Solutions Inc. | 0.14% | No change | 1,015 | $320K |
| FreeGulliver LLC | 0.14% | No change | 1,014 | $319K |
| Riverwater Partners LLC | 0.12% | Reduce -6.0% | 1,009 | $318K |
| Sachem Hill LLC | 0.06% | Reduce -3.1% | 1,009 | $318K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 1,006 | $317K |
| Lazari Capital Management, Inc. | 0.11% | Add +0.5% | 1,005 | $316K |
| Florida Financial Advisors, LLC | 0.09% | New | 1,005 | $316K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +38.7% | 1,007 | $316K |
| Gambit Capital Management, LLC | 0.23% | — | 1,002 | $315K |
| Creegan & Nassoura Financial Group, LLC | 0.20% | No change | 1,000 | $315K |
| Avestar Capital, LLC | 0.02% | No change | 1,000 | $315K |
| Equity Wealth Partners, LLC | 0.20% | Reduce -5.3% | 992 | $312K |
| OneAscent Financial Services LLC | 0.03% | Reduce -95.1% | 991 | $312K |
| GAMMA Investing LLC | 0.02% | No change | 988 | $311K |
| Horst & Graben Wealth Management LLC | 0.05% | No change | 986 | $310K |
| TCP Asset Management, LLC | 0.05% | No change | 984 | $310K |
| Lynx Investment Advisory | 0.17% | Add +0.4% | 980 | $308K |
| United Advisor Group, LLC | 0.04% | Add +12.4% | 979 | $308K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.1% | 956 | $305K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.1% | 965 | $304K |
| Keb Asset Management, LLC | 0.06% | No change | 964 | $303K |
| Green Ridge Wealth Planning LLC | 0.15% | — | 960 | $302K |
| Valmark Advisers, Inc. | 0.00% | No change | 957 | $301K |
| Hopwood Financial Services, Inc. | 0.21% | No change | 955 | $301K |
| Nalls Sherbakoff Group, LLC | 0.22% | No change | 953 | $300K |
| ArborFi Advisors, LLC | 0.24% | No change | 952 | $300K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.1% | 951 | $299K |
| M3 Advisory Group, LLC | 0.18% | Add +0.5% | 942 | $296K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 939 | $296K |
| Dynamic Financial Group | 0.25% | Add +0.4% | 938 | $295K |
| MPWM Advisory Solutions, LLC | 0.16% | No change | 938 | $295K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 935 | $294K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 928 | $292K |
| Wealthspan Partners, LLC | 0.10% | Add +1.4% | 916 | $288K |
| Csenge Advisory Group | 0.01% | Add +22.5% | 914 | $288K |
| Main Street Group, LTD | 0.10% | Reduce -15.2% | 913 | $287K |
| Inscription Capital, LLC | 0.03% | New | 911 | $287K |
| TFB Advisors LLC | 0.08% | Reduce -2.8% | 910 | $287K |
| Global Assets Advisory, LLC | 0.08% | No change | 910 | $286K |
| Consilio Wealth Advisors, LLC | 0.08% | No change | 908 | $286K |
| PFG Advisors | 0.01% | Reduce -1.3% | 908 | $286K |
| Three Bridge Wealth Advisors, LLC | 0.08% | New | 907 | $286K |
| Kapstone Financial Advisors LLC | 0.14% | New | 904 | $285K |
| Davis Wealth Advisors, LLC | 0.24% | Add +12.6% | 904 | $285K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -3.5% | 902 | $284K |
| Signal Advisors Wealth, LLC | 0.02% | Add +3.2% | 901 | $284K |
| Successful Portfolios LLC | 0.14% | Add +8.4% | 886 | $284K |
| Arlington Trust Co LLC | 0.03% | Add +669.2% | 900 | $283K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +20.1% | 898 | $283K |
| Urban Financial Advisory Corp | 0.11% | Add +0.6% | 897 | $282K |
| WealthCare Investment Partners, LLC | 0.08% | Reduce -10.6% | 895 | $282K |
| LRI Investments, LLC | 0.02% | No change | 896 | $282K |
| Summit Global Investments | 0.02% | Reduce -0.2% | 895 | $282K |
| Briaud Financial Planning Inc | 0.07% | No change | 894 | $281K |
| Maia Wealth LLC | 0.05% | Add +0.1% | 896 | $281K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -3.1% | 891 | $280K |
| Marco Investment Management LLC | 0.02% | No change | 889 | $280K |
| 25 LLC | 0.09% | No change | 887 | $279K |
| Welch & Forbes LLC | 0.00% | No change | 884 | $278K |
| Waller Financial Planning Group, Inc. | 0.06% | Reduce -3.1% | 881 | $277K |
| First Merchants Corp. | 0.01% | Reduce -5.4% | 877 | $276K |
| Shayne & Jacobs, LLC | 0.08% | No change | 874 | $275K |
| Cladis Investment Advisory, LLC | 0.15% | No change | 865 | $272K |
| Cooper Financial Group | 0.03% | No change | 863 | $272K |
| Haven Private, LLC | 0.12% | No change | 858 | $270K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | Reduce -1.7% | 857 | $270K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 857 | $270K |
| Roxbury Financial LLC | 0.24% | Add +0.1% | 855 | $269K |
| NBT Bank, N.A. | 0.02% | Reduce -7.6% | 853 | $269K |
| Thayer Financial, L.L.C. | 0.28% | — | 850 | $268K |
| Hilltop Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 849 | $267K |
| Elevated Financial Group LLC | 0.09% | — | 848 | $267K |
| Compass Planning Associates Inc | 0.18% | Add +0.5% | 846 | $266K |
| CFO4Life Group, LLC | 0.04% | No change | 845 | $266K |
| SilverOak Wealth Management LLC | 0.04% | No change | 842 | $265K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 839 | $264K |
| Bogart Wealth, LLC | 0.01% | No change | 837 | $263K |
| Francis Financial, Inc. | 0.05% | Reduce -5.4% | 836 | $263K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 834 | $263K |
| BBR Partners, LLC | 0.01% | No change | 834 | $263K |
| Avion Wealth | 0.06% | Reduce -2.1% | 834 | $262K |
| Visionary Wealth Advisors | 0.01% | Add +1.7% | 830 | $261K |
| DeLarme Wealth Management, Inc. | 0.19% | — | 830 | $261K |
| Cowa, LLC | 0.08% | No change | 829 | $261K |
| Midwest Professional Planners, LTD. | 0.06% | Reduce -7.4% | 829 | $261K |
| Sonoma Private Wealth LLC | 0.31% | No change | 828 | $261K |
| Royal Capital Wealth Management, LLC | 0.15% | Add +0.6% | 825 | $260K |
| Indie Asset Partners, LLC | 0.29% | No change | 824 | $259K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 821 | $258K |
| CNB Bank | 0.11% | No change | 820 | $258K |
| Mairs & Power Inc. | 0.00% | Reduce -47.9% | 817 | $257K |
| Aviance Capital Partners, LLC | 0.03% | No change | 814 | $256K |
| Schaeffer Financial LLC | 0.22% | No change | 814 | $256K |
| Verum Partners LLC | 0.05% | No change | 805 | $253K |
| MBA Advisors LLC | 0.10% | Add +0.1% | 805 | $253K |
| Adkins Seale Capital Management LLC | 0.25% | — | 800 | $252K |
| Kera Capital Partners, Inc. | 0.03% | Add +0.4% | 787 | $251K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -0.9% | 796 | $251K |
| Tanager Wealth Management LLP | 0.03% | No change | 795 | $250K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 794 | $250K |
| Golden State Wealth Management, LLC | 0.03% | No change | 792 | $249K |
| AAF Wealth Management, LLC | 0.10% | Add +0.1% | 789 | $248K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -28.1% | 789 | $248K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 789 | $248K |
| Heritage Investment Group, Inc. | 0.04% | No change | 787 | $248K |
| Oarsman Capital, Inc. | 0.03% | Add +4.8% | 786 | $247K |
| KERR FINANCIAL PLANNING Corp | 0.34% | Add +100.0% | 794 | $247K |
| IFP Advisors, Inc | 0.01% | Add +2.9% | 784 | $247K |
| Kanawha Capital Management LLC | 0.02% | No change | 782 | $246K |
| Argent Trust Co | 0.01% | No change | 782 | $246K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.3% | 782 | $246K |
| Fiduciary Trust Co | 0.00% | Reduce -0.3% | 780 | $246K |
| Goodman Advisory Group, LLC | 0.06% | Reduce -3.2% | 777 | $245K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $245K |
| Covington Investment Advisors Inc. | 0.03% | No change | 776 | $244K |
| Accredited Investors Inc. | 0.01% | Reduce -8.9% | 774 | $244K |
| Triune Financial Partners, LLC | 0.06% | Add +0.5% | 757 | $241K |
| Michels Family Financial, LLC | 0.18% | Reduce -4.6% | 765 | $241K |
| Eaton-Cambridge Inc. | 0.08% | Reduce -4.1% | 764 | $241K |
| Smith Salley Wealth Management | 0.01% | No change | 762 | $240K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 762 | $240K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 761 | $240K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 761 | $240K |
| Salem Investment Counselors Inc. | 0.01% | No change | 761 | $240K |
| Bellwether Advisors, LLC | 0.04% | Reduce -13.4% | 757 | $238K |
| Howe & Rusling Inc. | 0.02% | Add +0.3% | 753 | $237K |
| Klingman & Associates, LLC | 0.01% | Reduce -32.2% | 753 | $237K |
| Z3 Capital Partners, LLC | 0.06% | — | 751 | $236K |
| Integrity Advisory Solutions, LLC | 0.03% | No change | 751 | $236K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -30.9% | 751 | $236K |
| Flagship Wealth Advisors, LLC | 0.07% | No change | 750 | $236K |
| Narus Financial Partners, LLC | 0.07% | No change | 750 | $236K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 748 | $235K |
| Waddell & Associates, LLC | 0.02% | No change | 747 | $235K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 746 | $235K |
| Parisi Gray Wealth Management | 0.05% | Add +0.4% | 740 | $233K |
| Diversified Portfolios, Inc. | 0.02% | No change | 739 | $233K |
| Noesis Capital Mangement Corp. | 0.03% | Reduce -1.7% | 737 | $232K |
| Byrne Asset Management LLC | 0.13% | Add +3.0% | 733 | $231K |
| Anson Capital, Inc. | 0.17% | No change | 732 | $230K |
| Everstar Asset Management, LLC | 0.12% | No change | 730 | $230K |
| Investment Research Partners LLC | 0.10% | No change | 727 | $229K |
| Southern Financial Group, LLC | 0.07% | — | 725 | $228K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 722 | $227K |
| TTP Investments, Inc. | 0.07% | Add +0.3% | 722 | $227K |
| ACT Advisors, LLC. | 0.09% | Add +0.6% | 720 | $227K |
| Financial Advisors Network, Inc. | 0.03% | No change | 720 | $227K |
| William Howard & Co Financial Advisors Inc | 0.19% | Add +0.6% | 719 | $226K |
| Facet Wealth, Inc. | 0.00% | Reduce -19.7% | 698 | $224K |
| Sylvest Advisors, LLC | 0.12% | No change | 710 | $224K |
| Certified Advisory Corp | 0.02% | Add +0.6% | 708 | $223K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 701 | $221K |
| V2 Financial group LLC | 0.11% | No change | 700 | $220K |
| Fonville Wealth Management LLC | 0.04% | No change | 698 | $220K |
| Front Row Advisors LLC | 0.07% | Reduce -2.3% | 696 | $219K |
| Horizon Wealth Management, LLC | 0.03% | No change | 695 | $219K |
| Planning Project LLC | 0.05% | — | 689 | $217K |
| Bourgeon Capital Management LLC | 0.04% | No change | 686 | $216K |
| Fragasso Financial Advisors Inc | 0.01% | Add +0.3% | 683 | $215K |
| Bison Wealth, LLC | 0.02% | New | 717 | $215K |
| LongView Asset Management LLC | 0.15% | No change | 678 | $213K |
| BNC Wealth Management, LLC | 0.05% | No change | 677 | $213K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 675 | $213K |
| Kingsman Wealth Management, Inc. | 0.11% | Add +0.6% | 671 | $211K |
| Associated Banc-Corp | 0.01% | Reduce -0.9% | 669 | $211K |
| Impact Partnership Wealth, LLC | 0.03% | New | 667 | $210K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 667 | $210K |
| Solstein Capital, LLC | 0.08% | No change | 665 | $209K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 665 | $209K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +1.2% | 661 | $208K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 657 | $207K |
| TRUE Private Wealth Advisors | 0.02% | No change | 657 | $207K |
| Fidelis Capital Partners, LLC | 0.01% | New | 655 | $206K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -15.6% | 654 | $206K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 653 | $206K |
| Cornerstone Advisory, LLC | 0.02% | No change | 651 | $205K |
| Howland Capital Management LLC | 0.01% | No change | 650 | $205K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 650 | $205K |
| Wealthgarden F.S. LLC | 0.13% | New | 635 | $203K |
| Keel Point, LLC | 0.01% | New | 642 | $202K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -6.3% | 642 | $202K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.0% | 641 | $202K |
| Rubicon Advisors, GP | 0.19% | — | 639 | $201K |
| Meredith Wealth Planning | 0.06% | New | 636 | $200K |
| Marquette Asset Management, LLC | 0.03% | Reduce -6.8% | 633 | $199K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +0.2% | 623 | $196K |
| Godfrey Financial Associates, Inc. | 0.17% | — | 606 | $191K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -0.3% | 603 | $190K |
| Ballast Advisors LLC | 0.05% | Reduce -0.5% | 601 | $189K |
| Motco | 0.02% | Add +35.2% | 595 | $187K |
| Clayton Financial Group LLC | 0.09% | Add +0.3% | 586 | $184K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +43.3% | 576 | $181K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 567 | $178K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -14.6% | 566 | $178K |
| Strategic Wealth Advisors LLC | 0.15% | — | 562 | $176K |
| Sankala Group LLC | 0.14% | — | 556 | $175K |
| CVA Family Office, LLC | 0.02% | No change | 535 | $168K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 518 | $163K |
| Turim 21 Investimentos Ltda. | 0.06% | No change | 505 | $159K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 500 | $157K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 490 | $154K |
| Bernard Wealth Management Corp. | 0.06% | No change | 483 | $152K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 476 | $150K |
| Colonial Trust Co / SC | 0.02% | No change | 472 | $149K |
| Rossmore Private Capital | 0.01% | Add +0.4% | 463 | $146K |
| United Financial Planning Group LLC | 0.09% | Reduce -7.2% | 461 | $145K |
| Triumph Capital Management | 0.03% | New | 458 | $144K |
| Curio Wealth, LLC | 0.05% | No change | 446 | $142K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 450 | $142K |
| Caldwell Trust Co | 0.01% | Add +7.6% | 441 | $139K |
| American Wealth Advisors, LLC | 0.14% | Add +0.7% | 440 | $138K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 427 | $134K |
| First Horizon Corp. | 0.01% | No change | 423 | $133K |
| Ancora Advisors LLC | 0.00% | Add +21.6% | 422 | $133K |
| Hughes Financial Services, LLC | 0.02% | No change | 418 | $132K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 397 | $125K |
| GoalVest Advisory LLC | 0.02% | Reduce -40.9% | 397 | $125K |
| Hills Bank & Trust Co | 0.01% | No change | 395 | $124K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 388 | $122K |
| DT Investment Partners, LLC | 0.01% | Reduce -0.3% | 369 | $116K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 367 | $116K |
| Grove Bank & Trust | 0.01% | No change | 366 | $115K |
| Cornerstone Financial Management LLC | 0.11% | — | 365 | $115K |
| Dorato Capital Management | 0.08% | — | 353 | $112K |
| Pillar Financial Advisors, LLC | 0.07% | No change | 353 | $111K |
| Integrity Financial Corp | 0.06% | No change | 350 | $110K |
| Delta Asset Management LLC | 0.01% | Reduce -9.8% | 348 | $110K |
| Intelligent Financial Strategies | 0.05% | No change | 346 | $109K |
| Darwin Wealth Management, LLC | 0.03% | New | 345 | $109K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 341 | $107K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 335 | $105K |
| Evolution Wealth Management Inc. | 0.08% | Add +218.6% | 325 | $102K |
| Horizon Investments, LLC | 0.00% | Add +81.0% | 324 | $102K |
| First Pacific Financial | 0.01% | Add +0.6% | 322 | $101K |
| Ameriflex Group, Inc. | 0.05% | Reduce -50.0% | 311 | $98K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 310 | $98K |
| Sound Income Strategies, LLC | 0.00% | Add +31.3% | 306 | $97K |
| Timmons Wealth Management, LLC | 0.09% | — | 305 | $96K |
| one8zero8, LLC | 0.02% | No change | 300 | $94K |
| Country Trust Bank | 0.00% | No change | 296 | $93K |
| Bare Financial Services, Inc | 0.03% | No change | 286 | $90K |
| Birchwood Financial Partners, Inc. | 0.09% | — | 276 | $87K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 275 | $87K |
| Colony Family Offices, LLC | 0.02% | No change | 274 | $86K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 272 | $86K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 267 | $84K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $81K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +553.9% | 255 | $80K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 251 | $79K |
| Perkins Coie Trust Co | 0.01% | No change | 250 | $79K |
| Granite FO LLC | 0.04% | No change | 243 | $76K |
| JDM Financial Group LLC | 0.03% | No change | 241 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 235 | $74K |
| Powell Investment Advisors, LLC | 0.02% | Add +0.4% | 228 | $72K |
| Rice Partnership, LLC | 0.01% | No change | 223 | $70K |
| Wealth Watch Advisors, INC | 0.03% | New | 222 | $70K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 214 | $68K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $66K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -30.6% | 209 | $66K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 208 | $65K |
| Navalign, LLC | 0.02% | New | 204 | $64K |
| ORG Partners LLC | 0.01% | No change | 199 | $63K |
| Colonial Trust Advisors | 0.00% | Reduce -34.0% | 194 | $61K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $59K |
| Simplex Trading, LLC | 0.00% | New | 187 | $59K |
| Princeton Global Asset Management LLC | 0.01% | New | 183 | $58K |
| Highline Wealth Partners LLC | 0.02% | No change | 182 | $57K |
| Orion Capital Management LLC | 0.02% | No change | 182 | $57K |
| Anchor Investment Management, LLC | 0.00% | Add +74.0% | 174 | $55K |
| MidFirst Bank | 0.00% | — | 172 | $54K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 172 | $54K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Add +27.7% | 166 | $53K |
| Principia Wealth Advisory, LLC | 0.03% | No change | 166 | $52K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +0.6% | 166 | $52K |
| Millstone Evans Group, LLC | 0.03% | No change | 160 | $50K |
| Estate Planners Group, LLC | 0.02% | — | 151 | $48K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -48.2% | 145 | $46K |
| Hoertkorn Richard Charles | 0.02% | Reduce -66.6% | 145 | $46K |
| Security National Bank | 0.01% | No change | 144 | $45K |
| Westside Investment Management, Inc. | 0.01% | No change | 143 | $45K |
| Sunbelt Securities, Inc. | 0.00% | No change | 142 | $45K |
| Red Lighthouse Investment Management, LLC | 0.02% | Reduce -31.1% | 142 | $45K |
| Westend Capital Management, LLC | 0.01% | No change | 141 | $44K |
| Red Tortoise LLC | 0.02% | No change | 141 | $44K |
| Wiser Advisor Group LLC | 0.05% | No change | 139 | $44K |
| Field & Main Bank | 0.01% | No change | 138 | $43K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $42K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 130 | $41K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 118 | $37K |
| Crews Bank & Trust | 0.01% | No change | 110 | $35K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 103 | $32K |
| Reicon Wealth Advisors, LLC | 0.02% | — | 102 | $32K |
| Tripletail Wealth Management, LLC | 0.04% | No change | 100 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -4.8% | 98 | $31K |
| Optima Capital LLC | 0.01% | New | 95 | $30K |
| Inlight Wealth Management, LLC | 0.01% | No change | 94 | $30K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 93 | $29K |
| Angeles Wealth Management, LLC | 0.00% | Add +222.2% | 87 | $27K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -44.9% | 86 | $27K |
| Compass Financial Services Inc | 0.01% | No change | 84 | $26K |
| Robinswood Financial LLC | 0.01% | No change | 81 | $26K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 80 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 79 | $25K |
| Hurley Capital, LLC | 0.01% | No change | 79 | $25K |
| WestEnd Advisors, LLC | 0.00% | New | 76 | $24K |
| Broadwater Capital Management LLC | 0.02% | No change | 75 | $24K |
| Tidemark, LLC | 0.01% | No change | 71 | $22K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $20K |
| Topsail Wealth Management, LLC | 0.00% | No change | 62 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 59 | $19K |
| Crewe Advisors LLC | 0.00% | New | 59 | $19K |
| Archer Investment Corp | 0.00% | No change | 59 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 56 | $18K |
| Quaker Wealth Management, LLC | 0.01% | No change | 54 | $17K |
| Whipplewood Advisors, LLC | 0.01% | No change | 53 | $17K |
| Sittner & Nelson, LLC | 0.01% | No change | 51 | $16K |
| Quent Capital, LLC | 0.00% | New | 51 | $16K |
| Financial Perspectives, Inc | 0.00% | No change | 49 | $15K |
| Kilter Group LLC | 0.01% | Add +46.7% | 44 | $14K |
| YANKCOM Partnership | 0.01% | New | 43 | $14K |
| Tucker Asset Management LLC | 0.00% | Reduce -8.9% | 41 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -40.0% | 36 | $11K |
| PFS Partners, LLC | 0.00% | Add +3.0% | 34 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 32 | $10K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 31 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 28 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | — | 25 | $8K |
| Evermay Wealth Management LLC | 0.00% | New | 25 | $8K |
| Eastern Bank | 0.00% | New | 25 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 24 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | New | 23 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $7K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -32.3% | 21 | $7K |
| West Financial Advisors, LLC | 0.00% | No change | 22 | $7K |
| Godsey & Gibb, Inc. | 0.00% | New | 21 | $7K |
| Rogco, LP | 0.00% | No change | 20 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -20.0% | 20 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 18 | $6K |
| Osbon Capital Management LLC | 0.01% | — | 18 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | Reduce -39.3% | 17 | $5K |
| Operose Advisors LLC | 0.00% | No change | 17 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 16 | $5K |
| Vision Financial Markets LLC | 0.01% | No change | 16 | $5K |
| Monetary Solutions, Ltd | 0.00% | — | 15 | $5K |
| Global Trust Asset Management, LLC | 0.00% | New | 15 | $5K |
| 2UniFi Bank | 0.00% | No change | 14 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -52.0% | 12 | $4K |
| MCF Advisors LLC | 0.00% | No change | 12 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 11 | $3K |
| New Republic Capital, LLC | 0.00% | Add +100.0% | 10 | $3K |
| West Branch Capital LLC | 0.00% | No change | 9 | $3K |
| Nvwm, LLC | 0.00% | No change | 8 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.0% | 2 | $630 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 1 | $315 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1 | $315 |
"% 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.