Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q1 2026 (March 31)
1,320holders −13
73new positions
76sold out
6famous investors
$297.66avg. 13F price*

At the end of Q1 2026, 1,320 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, down 13 from Q4 2025. 73 opened new positions and 76 sold out. The largest holders were Jones Financial Companies LLLP ($5.4B), Creative Planning ($3.7B) and National Mutual Insurance Federation of Agricultural Cooperatives ($2.0B). 6 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 (Q1 2026)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions73$108.7M
Exits76$438.3M

All 13F filers, Q4 2025 → Q1 2026: 5,778,428 shares bought and 3,407,001 shares sold, net +2,371,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,320 holders

Jones Financial Companies LLLP 2.61% Add +4.6% 18,664,465 $5.4B
Creative Planning 2.49% Add +0.4% 12,262,531 $3.7B
National Mutual Insurance Federation of Agricultural Cooperatives 15.06% No change 6,543,317 $2.0B
UBS Group AG 0.21% Add +83.5% 4,047,513 $1.2B
Vanguard Global Advisers, LLC 0.64% — 4,004,337 $1.2B
Northwestern Mutual Wealth Management Co. 0.52% Add +2.9% 2,841,612 $849.2M
Bank of America Corp. 0.06% Reduce -3.5% 2,689,576 $803.8M
Morgan Stanley 0.05% Reduce -1.2% 2,689,121 $803.6M
Johnson Financial Group, LLC 50.86% Add +1.8% 2,555,957 $763.8M
PNC Financial Services Group, Inc. 0.36% Reduce -0.2% 2,102,746 $628.4M
Charles Schwab Investment Management Inc. 0.08% Reduce -4.5% 1,838,898 $549.6M
Envestnet Asset Management Inc. 0.12% Add +8.3% 1,540,186 $460.3M
FMR LLC 0.02% Reduce -0.8% 1,533,046 $458.2M
Wells Fargo & Company 0.09% Reduce -0.8% 1,438,617 $429.9M
Moneta Group Investment Advisors LLC 3.08% Add +4.2% 1,369,690 $409.3M
Wealthquest Corp 26.29% Add +5.3% 1,240,667 $370.8M
Capital Asset Advisory Services LLC 12.97% Reduce -5.8% 1,037,646 $338.0M
Ameriprise Financial Inc. 0.06% Add +4.8% 844,862 $252.4M
Pathstone Holdings, LLC 0.99% Add +10.7% 836,558 $250.0M
Wealthspire Advisors, LLC 1.90% Add +48.1% 807,783 $241.4M
Royal Bank of Canada 0.04% Reduce -2.6% 792,998 $237.0M
Raymond James Financial Inc. 0.07% Add +3.9% 766,555 $229.1M
LPL Financial LLC 0.06% Reduce -2.4% 745,929 $222.9M
Wealthfront Advisers LLC 0.48% Add +2.9% 738,555 $220.7M
Voya Financial Advisors, Inc. 21.15% Add +4.4% 728,167 $212.1M
Vantagepoint Investment Advisers LLC 1.62% Reduce -1.8% 640,266 $191.3M
Mariner, LLC 0.21% Add +2.7% 603,947 $180.4M
Focus Partners Wealth 0.18% Add +2.1% 532,814 $160.0M
Bleakley Financial Group, LLC 2.48% Add +4.1% 529,356 $158.2M
Cresset Asset Management, LLC 0.68% Add +2.1% 529,201 $158.2M
James J. Burns & Company, LLC 19.94% Reduce -1.8% 491,868 $147.0M
Millburn Ridgefield LLC 2.86% Add +17.6% 445,130 $133.0M
Catalyst Capital Advisors LLC 2.48% Add +17.6% 445,130 $133.0M
Coldstream Capital Management Inc. 1.64% Reduce -2.0% 443,513 $132.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.50% — 434,849 $130.0M
Garde Capital, Inc. 7.71% Reduce -0.0% 430,897 $128.8M
Mason & Associates, LLC 29.36% Add +0.6% 429,065 $128.2M
GeoWealth Management, LLC 4.58% Add +0.2% 425,422 $127.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +298.7% 415,557 $124.2M
AlphaCore Capital LLC 2.93% Add +65.4% 413,306 $123.5M
Cetera Investment Advisers 0.12% Reduce -0.5% 392,369 $117.3M
Baltimore-Washington Financial Advisors, Inc. 4.99% Add +1.3% 385,016 $115.1M
Commonwealth Equity Services, LLC 0.16% Reduce -1.6% 383,260 $114.5M
Ballentine Partners, LLC 1.58% Reduce -2.3% 380,612 $113.7M
Heartwood Wealth Advisors LLC 9.50% Add +1.9% 364,547 $108.9M
Fifth Third Bancorp 0.20% Add +27.5% 361,696 $108.1M
Truepoint, Inc. 2.35% Add +18.1% 352,290 $105.3M
Goldman Sachs Group Inc. 0.01% Add +3.1% 348,373 $104.1M
Pittenger & Anderson Inc. 3.88% Reduce -3.6% 326,369 $97.5M
BlackRock, Inc. 0.00% Add +76.1% 318,319 $95.1M
JPMorgan Chase & Co. 0.01% Add +6.5% 316,012 $91.7M
Norinchukin Bank, The 1.05% No change 300,000 $89.7M
MilWealth Group LLC 21.04% Add +1.0% 295,789 $88.4M
Plante Moran Financial Advisors, LLC 5.55% Reduce -6.5% 287,055 $85.8M
Equitable Holdings, Inc. 0.54% Add +1.3% 323,899 $84.2M
IMA Advisory Services, Inc. 7.70% Add +0.6% 264,311 $78.8M
Agf Management Ltd. 0.35% Reduce -1.9% 260,987 $78.0M
MML Investors Services, LLC 0.21% Reduce -13.8% 257,442 $76.9M
Captrust Financial Advisors 0.13% Add +2.6% 253,496 $75.8M
Baker Avenue Asset Management, LP 1.72% Add +3.3% 253,161 $75.7M
Corient Private Wealth LP 0.09% Reduce -0.5% 219,002 $65.6M
Transamerica Financial Advisors, LLC 5.52% Reduce -7.3% 216,623 $64.7M
Osaic Holdings, Inc. 0.09% Reduce -9.7% 214,440 $64.1M
Cerity Partners LLC 0.09% Add +1.8% 212,324 $63.5M
Parallel Advisors, LLC 1.14% Reduce -2.0% 211,550 $63.2M
Addis & Hill, Inc 38.39% Add +1.7% 211,235 $63.1M
Jaffetilchin Investment Partners, LLC 3.63% Add +0.3% 204,185 $61.0M
Juncture Wealth Strategies, LLC 20.28% Reduce -13.9% 203,078 $60.7M
Laird Norton Wetherby Trust Company, LLC 1.28% Add +236.6% 195,721 $58.5M
Lido Advisors, LLC 0.23% Add +2.1% 194,297 $58.1M
Trust Point Inc. 5.01% Reduce -6.6% 193,088 $57.7M
Sunflower Bank, N.A. 14.55% Add +2.5% 191,036 $57.1M
Hurlow Wealth Management Group, Inc. 13.49% Add +5.8% 189,574 $56.7M
TRB Wealth Management, LLC 7.96% — 187,507 $56.0M
Financial Planning Navigators CORP 23.38% Add +4.2% 178,447 $53.3M
QRG Capital Management, Inc. 0.55% Add +15.1% 177,515 $53.1M
Signaturefd, LLC 0.78% Reduce -54.5% 171,050 $51.1M
Acropolis Investment Management, LLC 2.23% Add +0.8% 168,552 $50.4M
VSM Wealth Advisory, LLC 14.94% Add +1.2% 167,368 $50.0M
Kathmere Capital Management, LLC 3.05% Add +2.1% 164,502 $49.2M
Cambridge Investment Research Advisors, Inc. 0.13% Add +2.0% 163,842 $49.0M
Badgley Phelps Wealth Managers, LLC 0.95% Add +0.9% 159,809 $47.8M
Ieq Capital, LLC 0.22% Reduce -3.2% 158,165 $47.3M
Betterment LLC 0.09% Add +46.4% 157,973 $47.2M
Riversedge Advisors, LLC 7.14% Reduce -44.1% 147,593 $44.1M
JMG Financial Group, Ltd. 1.21% Reduce -0.3% 147,066 $44.0M
Mercer Global Advisors Inc. 0.06% Add +10.4% 144,988 $43.3M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -28.6% 133,685 $40.3M
McIlrath & Eck, LLC 2.97% Add +5.7% 131,938 $39.4M
Rockefeller Capital Management L.P. 0.07% Add +43.9% 131,162 $39.2M
Pure Financial Advisors, LLC 0.55% Reduce -1.9% 126,833 $37.9M
Northern Trust Corp. 0.01% Reduce -0.2% 125,555 $37.5M
Koesten, Hirschmann & Crabtree, INC. 17.69% Add +2.8% 121,493 $36.3M
Haverford Trust Co 0.33% Reduce -7.9% 121,461 $36.3M
Two Sigma Investments, LP 0.03% New 117,760 $35.2M
Quantinno Capital Management LP 0.06% Add +0.4% 117,038 $35.0M
Tiaa Trust, National Association 2.12% Reduce -80.4% 116,854 $34.9M
Woodard & Co. Asset Management Group Inc. 5.59% Reduce -10.4% 116,695 $34.9M
HighTower Advisors, LLC 0.04% Add +2.3% 116,651 $34.9M
SCS Capital Management LLC 0.36% Reduce -0.4% 112,445 $33.6M
Leavell Investment Management, Inc. 1.35% Add +5.7% 110,036 $32.9M
Latigo Investments, LLC 16.22% No change 108,982 $32.6M
&partners 0.16% Add +27.3% 108,889 $32.5M
Truist Financial Corp. 0.04% Add +9.2% 107,557 $32.1M
Sage Financial Group Inc. 2.09% Reduce -2.8% 107,501 $32.1M
AQR Capital Management 0.01% Reduce -13.2% 106,838 $31.9M
Arbor Wealth Management LLC\AZ 29.04% Add +4.7% 98,599 $29.5M
Advocate Group LLC 4.25% Add +10.0% 90,889 $27.2M
Roble, Belko & Company, Inc 3.43% Add +3.3% 90,161 $26.9M
Beacon Pointe Advisors, LLC 0.14% Add +2.4% 88,753 $26.5M
TD Capital Management LLC 2.37% Reduce -0.4% 88,071 $26.3M
Nordwand Advisors, LLC 4.55% No change 87,000 $26.0M
Miller Investment Management, LP 2.57% Add +38.0% 86,744 $25.9M
Sfam, LLC 23.94% Reduce -0.3% 86,382 $25.8M
James Reed Financial Services, Inc. 22.18% Reduce -4.7% 85,734 $25.6M
Abound Wealth Management 5.78% Add +7.1% 85,097 $25.4M
Modern Wealth Management, LLC 0.42% Reduce -6.5% 81,967 $24.7M
BlueSky Wealth Advisors, LLC 3.11% Reduce -8.3% 80,797 $24.1M
United Capital Financial Advisors, LLC 0.15% Reduce -0.1% 80,520 $24.1M
Moller Wealth Partners 4.71% Add +1.4% 79,846 $23.9M
NewEdge Advisors, LLC 0.09% Reduce -18.5% 79,745 $23.8M
NewEdge Wealth, LLC 0.28% Reduce -16.6% 78,036 $23.3M
JNBA Financial Advisors 1.94% Add +24.4% 77,840 $23.3M
Verus Financial Partners, Inc. 2.04% Add +0.1% 70,384 $22.7M
Natixis Advisors, LLC 0.03% Add +16.3% 74,694 $22.3M
AssuredPartners Investment Advisors, LLC 2.41% New 73,021 $22.1M
Choreo, LLC 0.27% Reduce -2.0% 72,745 $21.7M
Kennicott Capital Management LLC 11.54% Reduce -2.5% 70,707 $21.1M
Pinnacle Associates Ltd. 0.27% Reduce -2.1% 69,905 $20.9M
Cullen/Frost Bankers, Inc. 0.23% Reduce -0.8% 67,937 $20.3M
Arcadia Investment Advisors LLC 9.52% Reduce -1.9% 67,443 $20.2M
Wheelhouse Advisory Group LLC 6.67% Add +2.4% 67,329 $20.1M
Trustmark Bank Trust Department 1.29% Reduce -1.8% 67,140 $20.1M
Mb, Levis & Associates, LLC 8.25% Add +0.8% 66,145 $19.8M
Strategic Equity Management 7.42% Reduce -8.0% 66,039 $19.7M
Wealth Architects, LLC 1.72% Reduce -3.5% 64,410 $19.2M
Atmos Advisory, LLC 10.91% Reduce -0.0% 64,279 $19.2M
Texas Capital Bank Wealth Management Services Inc 1.14% Reduce -0.2% 64,248 $19.2M
St. Louis Trust Co 2.24% Reduce -1.7% 64,112 $19.2M
Whittier Trust Co. of Nevada Inc. 0.38% Reduce -2.0% 60,661 $18.4M
Investors Research Corp 3.45% Add +0.7% 60,322 $18.0M
Naples Global Advisors, LLC 1.31% Reduce -0.3% 59,926 $17.9M
HBK Sorce Advisory LLC 0.36% Reduce -0.7% 51,985 $17.6M
First Hawaiian Bank 2.43% Reduce -2.5% 58,054 $17.3M
Box Hill Private Wealth LLC 16.96% Reduce -0.6% 57,428 $17.2M
Northern Capital Management, Inc. 8.54% Reduce -1.5% 57,001 $17.0M
Alliancebernstein L.P. 0.01% Reduce -2.8% 53,665 $16.9M
Farrell Financial LLC 10.09% Add +3.3% 56,529 $16.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +3.9% 55,294 $16.5M
Sequoia Financial Advisors, LLC 0.09% Reduce -1.6% 53,970 $16.1M
Smithfield Trust Co 0.69% Add +20.3% 53,342 $15.9M
Total Investment Management Inc. 1.85% Reduce -0.3% 53,009 $15.8M
CX Institutional 0.48% Reduce -0.6% 52,865 $15.8M
Horizons Wealth Management 10.26% Add +0.5% 51,595 $15.4M
Blueprint Investment Partners LLC 1.57% Reduce -12.0% 51,404 $15.4M
Integris Wealth Management, LLC 3.53% Reduce -0.2% 51,373 $15.4M
Blueprint Financial Advisors LLC 2.27% Reduce -12.1% 51,349 $15.3M
TFC Financial Management, Inc. 1.89% Add +7.0% 51,298 $15.3M
Chatham Capital Group, Inc. 2.18% Reduce -0.3% 50,356 $15.0M
Riverpoint Wealth Management Holdings, LLC 3.19% Reduce -0.2% 50,232 $15.0M
Madison Asset Management, LLC 0.19% Add +0.5% 50,009 $14.9M
Stifel Financial Corp. 0.01% Reduce -3.8% 49,911 $14.9M
Integrated Wealth Concepts LLC 0.12% Add +18.5% 49,701 $14.9M
Proffitt & Goodson Inc. 2.29% Reduce -0.1% 49,546 $14.8M
IF Advisors, LLC 10.37% Reduce -7.8% 49,091 $14.7M
Baird Financial Group, Inc. 0.02% Add +2.5% 48,866 $14.6M
US Bancorp \de 0.02% Add +29.2% 48,453 $14.5M
Daner Wealth Management, LLC 8.50% Reduce -1.0% 42,618 $14.5M
Alesco Advisors, LLC, An ESL Co 0.37% Reduce -0.3% 48,276 $14.4M
Kestra Advisory Services, LLC 0.05% Add +11.1% 47,955 $14.3M
Founders Grove Wealth Partners, LLC 3.24% Add +1.8% 47,767 $14.3M
Clearstead Advisors, LLC 0.13% Add +2795.0% 47,507 $14.2M
Headinvest, LLC 2.89% Reduce -0.7% 47,198 $14.1M
Biltmore Family Office, LLC 1.97% Reduce -4.9% 47,074 $14.1M
Intergy Private Wealth, LLC 4.03% Add +2.5% 46,014 $13.8M
Amtrust Financial Services, Inc. 4.57% No change 45,800 $13.7M
D.A. Davidson & Co. 0.08% Add +1.2% 45,539 $13.6M
Moneywise, Inc. 5.94% Reduce -5.4% 45,537 $13.6M
MAI Capital Management 0.08% Add +0.9% 45,143 $13.5M
Procyon Advisors, LLC 0.66% No change 45,127 $13.5M
Capital Advisors, Ltd. LLC 1.52% Add +0.7% 44,747 $13.4M
O'shaughnessy Asset Management, LLC 0.07% Add +146.3% 44,677 $13.4M
Keybank National Association 0.05% Reduce -0.5% 44,506 $13.3M
Assetmark, Inc. 0.03% Add +82.9% 44,189 $13.2M
Destination Wealth Management 0.34% Reduce -0.8% 44,178 $13.2M
Kestra Private Wealth Services, LLC 0.16% Add +5.0% 44,128 $13.2M
HB Wealth Management, LLC 0.09% Reduce -0.8% 43,989 $13.1M
Fusion Family Wealth, LLC 0.96% Reduce -0.5% 43,081 $12.9M
Leeward Financial Partners, LLC 3.78% Add +0.3% 42,561 $12.7M
Farther Finance Advisors, LLC 0.12% Add +5.5% 42,027 $12.7M
Financial Engines Advisors L.L.C. 0.03% Reduce -5.5% 42,287 $12.6M
Idaho Trust Co 4.04% Add +13.9% 41,560 $12.4M
Capital Planning LLC 3.96% Add +11.3% 40,713 $12.2M
Wedmont Private Capital 0.39% Add +7.7% 38,980 $12.1M
Bank of New York Mellon Corp 0.00% Reduce -13.0% 39,899 $11.9M
Allworth Financial LP 0.05% Add +2.1% 39,608 $11.8M
Gotham Asset Management 0.04% No change 39,538 $11.8M
Blackston Financial Advisory Group, LLC 7.38% Reduce -0.6% 39,382 $11.8M
Brighton Jones LLC 0.26% New 39,293 $11.7M
Brown Advisory Inc. 0.02% Add +0.8% 39,166 $11.7M
Plancorp, LLC 0.33% Reduce -0.8% 37,223 $11.6M
Gibraltar Capital Management, Inc. 1.99% Add +0.5% 38,727 $11.6M
Venture Visionary Partners LLC 0.39% Reduce -0.7% 38,644 $11.5M
Cornerstone Advisors Asset Management, LLC 1.78% Add +0.5% 38,602 $11.5M
Tarbox Family Office, Inc. 1.86% No change 38,385 $11.5M
Private Advisor Group, LLC 0.05% Reduce -0.1% 38,147 $11.4M
Cranbrook Wealth Management, LLC 2.29% Reduce -2.3% 37,639 $11.2M
Continuum Advisory, LLC 1.06% Add +0.7% 37,105 $11.1M
Patriot Investment Management Group, Inc. 0.70% Reduce -0.7% 36,805 $11.0M
Systelligence, LLC 2.08% Reduce -8.4% 35,834 $10.7M
Gibson Capital, LLC 1.96% No change 35,294 $10.5M
Apella Capital, LLC 0.15% Add +94.2% 31,808 $10.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.45% Add +0.7% 31,463 $10.3M
Integrated Advisors Network LLC 0.54% Add +0.4% 34,611 $10.3M
Whittier Trust Co. 0.12% Reduce -6.7% 34,081 $10.3M
Tortoise Investment Management, LLC 0.85% Add +11.6% 34,317 $10.3M
Downshift Financial, LLC 5.29% Reduce -6.8% 31,322 $10.2M
BIP Wealth, LLC 0.41% Reduce -4.0% 33,958 $10.1M
Ledyard National Bank 0.86% Reduce -4.6% 33,116 $9.9M
Northeast Investment Management 0.41% No change 32,990 $9.9M
SC&H Financial Advisors, Inc. 1.48% Add +22.5% 32,894 $9.8M
Citizens Financial Group Inc. 0.14% Add +0.2% 32,788 $9.8M
Stratos Wealth Partners, LTD. 0.11% Reduce -3.8% 31,718 $9.5M
Balentine LLC 0.37% Reduce -13.6% 31,089 $9.3M
Quadrant Capital Group LLC 0.27% No change 30,557 $9.1M
Transcend Capital Advisors, LLC 0.73% Reduce -9.2% 30,322 $9.1M
Merit Financial Group, LLC 0.07% Add +1.0% 30,232 $9.0M
Mayport, LLC 1.67% Reduce -1.4% 30,098 $9.0M
Armbruster Capital Management, Inc. 1.47% Add +14.3% 29,928 $8.9M
Ironwood Financial, llc 1.54% Add +4.3% 29,583 $8.8M
City Holding Co. 1.10% Add +12.4% 29,410 $8.8M
Nwam LLC 0.50% Reduce -2.0% 29,007 $8.7M
Novak & Powell Financial Services, Inc. 4.61% Reduce -0.0% 28,637 $8.6M
Valeo Financial Advisors, LLC 0.20% Add +4.0% 28,611 $8.6M
BLB&B Advisors, LLC 0.35% Add +77.6% 28,351 $8.5M
Bank of Montreal 0.00% Reduce -1.9% 27,895 $8.3M
1900 Wealth Management LLC 0.53% Reduce -0.6% 27,757 $8.3M
Orin Green Financial, LLC 3.39% Reduce -1.0% 27,619 $8.3M
TD Private Client Wealth LLC 0.17% Add +36.0% 27,019 $8.1M
Redwood Family Wealth LLC 7.88% Reduce -2.3% 26,882 $8.0M
Fairway Wealth LLC 2.11% Add +42.3% 26,708 $8.0M
Texas Yale Capital Corp. 0.23% Add +3.1% 26,567 $7.9M
Simmons Bank 0.53% Reduce -2.9% 26,540 $7.9M
CacheTech Inc. 1.52% Add +97.6% 26,378 $7.9M
Cary Street Partners Financial LLC 0.19% Add +0.9% 49,415 $7.8M
Sherry Group, Inc. 8.50% Reduce -0.0% 26,037 $7.8M
Councilor Wealth, LLC 3.76% Add +21.7% 25,904 $7.7M
SageView Advisory Group, LLC 0.28% Reduce -2.9% 25,439 $7.6M
Gradient Capital Advisors, LLC 1.95% Reduce -0.4% 25,213 $7.5M
Soundwatch Capital LLC 0.95% Add +0.6% 25,175 $7.5M
Beacon Capital Management, LLC 1.31% Reduce -11.5% 24,866 $7.4M
Savant Capital, LLC 0.04% Add +1.0% 24,693 $7.4M
Adams Wealth Management 1.60% Add +83.0% 24,427 $7.3M
Glenview Trust Co 0.11% Reduce -0.9% 24,392 $7.3M
TIAA Wealth Investment Management LLC 0.06% — 25,102 $7.3M
Ausdal Financial Partners, Inc. 0.33% Add +50.6% 24,320 $7.3M
N.E.W. Advisory Services LLC 0.53% Add +6.1% 23,768 $7.1M
Flagship Harbor Advisors, LLC 0.31% Add +1.1% 23,641 $7.1M
Great Valley Advisor Group, Inc. 0.13% Reduce -0.2% 23,582 $7.0M
Human Investing LLC 1.01% Add +13.2% 23,192 $6.9M
Patron Partners, LLC 3.04% Reduce -4.4% 23,006 $6.9M
Pinnacle Wealth Management Advisory Group, LLC 0.47% No change 22,944 $6.9M
Sage Financial Management Group, Inc. 2.08% Reduce -1.0% 22,621 $6.8M
Harbour Investments, Inc. 0.10% Add +19.6% 22,555 $6.7M
Marietta Wealth Management, LLC 0.80% Add +0.1% 22,408 $6.7M
Sanctuary Advisors, LLC 0.04% Reduce -0.9% 22,254 $6.7M
Prime Buchholz LLC 3.46% Reduce -1.8% 22,133 $6.6M
Kendall Capital Management 1.35% Add +0.0% 22,074 $6.6M
Dorsey & Whitney Trust CO LLC 0.36% Add +0.9% 21,867 $6.5M
CENTRAL TRUST Co 0.13% Reduce -8.6% 21,856 $6.5M
Modera Wealth Management, LLC 0.08% Reduce -3.9% 21,488 $6.4M
Kohmann Bosshard Financial Services, LLC 0.62% Add +5.1% 21,297 $6.4M
Pioneer Wealth Management Group 1.78% Reduce -2.4% 21,206 $6.3M
Intrust Bank NA 0.51% Add +7.5% 20,950 $6.3M
Cascade Financial Partners, LLC 0.64% Reduce -0.3% 20,888 $6.2M
Savvy Advisors, Inc. 0.17% Add +86.7% 20,667 $6.2M
Kingswood Wealth Advisors, LLC 0.29% Add +4.3% 20,314 $6.1M
Red Wave Investments LLC 1.81% Reduce -7.3% 20,266 $6.1M
Lodestar Private Asset Management LLC 0.60% Reduce -1.6% 20,208 $6.0M
OneAscent Financial Services LLC 0.33% Add +1939.0% 20,207 $6.0M
Oppenheimer & Co. Inc. 0.07% Reduce -1.4% 19,970 $6.0M
McAdam, LLC 0.27% Reduce -7.0% 19,817 $5.9M
Commerce Bank 0.03% Add +5.1% 19,535 $5.8M
Black Diamond Financial, LLC 0.62% Add +0.0% 19,146 $5.7M
Ifrah Financial Services, Inc. 1.48% Reduce -2.8% 18,676 $5.6M
Vanguard National Trust Co 0.35% — 18,597 $5.6M
Bawa N Mallick Trust 2.26% No change 18,500 $5.5M
Obsidian Cio, LLC 4.92% Add +28.2% 18,352 $5.5M
Avior Wealth Management, LLC 0.16% Reduce -8.7% 18,319 $5.5M
Compound Planning, Inc. 0.17% Reduce -1.1% 18,288 $5.5M
Daymark Wealth Partners, LLC 0.17% Add +164.4% 18,235 $5.4M
Susquehanna International Group, LLP 0.01% New 17,970 $5.4M
One Capital Management, LLC 0.15% Add +0.8% 17,933 $5.4M
Mission Wealth Management, LP 0.11% Add +0.6% 17,897 $5.3M
Riverview Trust Co 6.50% No change 17,649 $5.3M
Magnolia Capital Advisors LLC 1.02% Reduce -4.9% 17,385 $5.2M
Seal Cove Capital, LLC 4.49% No change 17,146 $5.1M
Vontobel Holding Ltd. 0.02% Reduce -7.2% 17,060 $5.1M
Pitcairn Wealth Advisors LLC 0.47% No change 16,112 $5.1M
Mather Group, Llc. 0.05% Reduce -1.2% 16,815 $5.0M
Xcelsior Advisor Partners LLC 1.92% Reduce -7.1% 16,806 $5.0M
Brooklyn FI, LLC 1.04% Add +4.3% 16,629 $5.0M
Objective Capital Management, LLC 5.01% Add +0.0% 16,581 $5.0M
EP Wealth Advisors, LLC 0.02% Add +3.3% 16,490 $4.9M
Warwick Investment Management, Inc. 0.71% Add +0.2% 16,438 $4.9M
Ritholtz Wealth Management 0.08% Add +0.0% 16,356 $4.9M
BOK Financial Private Wealth, Inc. 0.29% No change 16,328 $4.9M
Citigroup Inc. 0.00% Add +1.6% 16,273 $4.9M
Transcendent Capital Group LLC 2.22% Add +0.7% 16,264 $4.9M
PDS Planning, Inc 0.32% Reduce -1.4% 16,157 $4.8M
Rehmann Capital Advisory Group 0.25% Reduce -0.2% 16,039 $4.8M
Glenmede Trust Co. NA 0.02% Reduce -0.1% 15,953 $4.8M
Simon Quick Advisors, LLC 0.22% Reduce -14.8% 15,926 $4.8M
WASHINGTON TRUST Co 0.16% Reduce -1.1% 15,778 $4.7M
Medallion Wealth Advisors, LLC 1.54% Add +4.5% 15,770 $4.7M
Sax Wealth Advisors, LLC 0.23% No change 14,971 $4.7M
Infinity Wealth Counsel, LLC 4.33% Add +1.3% 15,767 $4.7M
Glassman Wealth Services 0.64% Add +0.2% 15,741 $4.7M
Tumwater Wealth Management, LLC 1.89% No change 15,693 $4.7M
Kingsview Wealth Management, LLC 0.06% Add +2.4% 15,460 $4.6M
Johnson Wealth Management, LLC 2.21% Reduce -0.1% 15,345 $4.6M
ATLas Financial Planning LLC 3.97% Add +1.2% 14,800 $4.4M
Twin Focus Capital Partners, LLC 0.50% Add +3.1% 14,476 $4.3M
Aspiriant, LLC 0.12% Add +0.0% 14,448 $4.3M
PCG Wealth Advisors, LLC 1.09% Reduce -1.3% 14,361 $4.3M
Evercore Wealth Management, LLC 0.07% No change 14,100 $4.2M
Financial Connections Group, Inc. 1.45% No change 13,968 $4.2M
First National Bank of Omaha 0.13% No change 14,326 $4.2M
WBH Advisory Inc. 0.31% Add +91.5% 13,725 $4.1M
Caprock Group, LLC 0.10% Reduce -2.7% 13,822 $4.1M
Sendero Wealth Management, LLC 0.45% Add +327.7% 13,623 $4.1M
TD Waterhouse Canada Inc. 0.01% Reduce -26.9% 13,473 $4.1M
SigFig Wealth Management, LLC 0.12% Add +10.9% 13,350 $4.0M
Gainplan LLC 2.98% Add +4.0% 13,275 $4.0M
Evanson Asset Management, LLC 0.21% Add +4.0% 13,096 $3.9M
RCW Management, LLC 4.01% Add +4.7% 13,096 $3.9M
Topel & Distasi Wealth Management, LLC 2.01% Add +4.7% 12,998 $3.9M
SoundView Advisors Inc. 1.38% Reduce -0.3% 12,974 $3.9M
SWP Financial LLC 1.94% Reduce -7.9% 12,732 $3.8M
Phillips Financial Management, LLC 0.28% Reduce -24.8% 12,714 $3.8M
Watershed Private Wealth LLC 1.18% Reduce -14.1% 12,610 $3.8M
Range Advisory, LLC 0.70% Add +89.6% 12,581 $3.8M
Trust Co 0.35% No change 12,548 $3.7M
Interactive Financial Advisors, Inc. 2.42% Reduce -9.4% 12,389 $3.7M
Bragg Financial Advisors, Inc 0.12% Reduce -1.2% 12,331 $3.7M
Roundview Capital LLC 0.23% Add +0.1% 12,319 $3.7M
Financial Insights, Inc. 1.19% Reduce -0.7% 12,284 $3.7M
Royal Fund Management, LLC 0.35% Add +3.8% 12,124 $3.6M
Beaumont Financial Advisors, LLC 0.25% Reduce -0.1% 12,139 $3.6M
Zhang Financial LLC 0.13% Add +0.0% 12,094 $3.6M
Sapient Capital LLC 0.05% Add +0.9% 11,995 $3.6M
Capital Squared Financial LLC 2.73% Add +2.0% 11,977 $3.6M
Fiducient Advisors LLC 0.46% Reduce -6.7% 11,863 $3.5M
Kelman-Lazarov, Inc. 0.51% Add +0.5% 11,826 $3.5M
Atticus Wealth Management, LLC 0.95% Reduce -0.8% 11,774 $3.5M
L.K. Benson & Company, P.C. 1.16% Add +8.7% 11,770 $3.5M
Wilmington Savings Fund Society, FSB 0.08% Reduce -1.8% 11,719 $3.5M
PCA Investment Advisory Services Inc. 1.16% Reduce -2.1% 11,586 $3.5M
Vanguard Advisers Inc. 0.01% — 11,475 $3.4M
ARK & TLK Investments, LLC 0.93% Reduce -0.4% 11,409 $3.4M
Parsons Capital Management Inc. 0.16% Reduce -0.5% 11,374 $3.4M
SouthState Bank Corp 0.16% Reduce -0.3% 11,321 $3.4M
World Investment Advisors 0.05% Reduce -56.8% 11,270 $3.4M
Financial Planning Fort Collins, LLC 2.60% Add +7.4% 10,137 $3.3M
Fortem Financial Group, LLC 0.83% Reduce -4.3% 11,091 $3.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -60.4% 11,069 $3.3M
Sheets Smith Wealth Management 0.37% No change 11,019 $3.3M
Ascentis Independent Advisors 0.25% Add +663.2% 10,959 $3.3M
Krilogy Financial LLC 0.10% Add +1.1% 10,020 $3.2M
Summit Financial, LLC 0.04% Add +26.9% 10,798 $3.2M
FC Advisory LLC 0.94% Reduce -28.7% 10,751 $3.2M
AE Wealth Management LLC 0.02% Add +25.2% 10,729 $3.2M
Neuberger Berman Group LLC 0.00% Add +12.7% 10,693 $3.2M
Principal Securities, Inc. 0.05% Add +5.7% 10,671 $3.2M
NORTHSTAR ASSET MANAGEMENT Co 0.71% Add +0.8% 10,600 $3.2M
Dahring | Cusmano LLC 1.93% Reduce -5.2% 10,527 $3.1M
Obermeyer Wealth Partners 0.14% Reduce -0.4% 10,489 $3.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% No change 10,393 $3.1M
Nicolet Bankshares Inc. 0.11% Add +37.6% 10,357 $3.1M
Cantor Fitzgerald Investment Advisors L.P. 0.23% Add +0.9% 10,349 $3.1M
Cardiff Park Advisors, LLC 0.25% Add +0.1% 10,348 $3.1M
Caitlin John, LLC 1.86% Reduce -4.1% 10,336 $3.1M
Ashton Thomas Private Wealth, LLC 0.07% Add +0.0% 10,211 $3.1M
Brown Brothers Harriman & Co. 0.02% No change 9,963 $3.0M
Aptus Capital Advisors, LLC 0.02% Add +12.0% 9,900 $3.0M
Founders Financial Securities LLC 0.17% Reduce -18.2% 9,399 $2.9M
Glass Jacobson Investment Advisors llc 1.01% Add +3.9% 9,797 $2.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.61% Add +5.6% 9,728 $2.9M
William Mack & Associates, Inc. 1.66% Add +0.1% 9,726 $2.9M
Financial Alternatives, Inc 1.57% No change 9,723 $2.9M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -0.1% 8,783 $2.9M
IHT Wealth Management, LLC 0.07% Add +9.8% 9,699 $2.9M
First Community Trust NA 2.13% Add +10.9% 9,665 $2.9M
Astra Wealth Partners LLC 1.82% Reduce -2.9% 9,641 $2.9M
Concurrent Investment Advisors, LLC 0.03% Add +0.1% 9,571 $2.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.68% No change 8,770 $2.9M
Alley Investment Management Company, LLC 0.35% Reduce -1.9% 9,539 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Add +1.0% 9,504 $2.8M
Sculati Wealth Management, LLC 1.04% Reduce -2.1% 9,453 $2.8M
Flower City Capital 1.40% New 9,371 $2.8M
AMG National Trust Bank 0.06% Add +3.4% 9,259 $2.8M
Meramec Financial Planners, LLC 1.09% Reduce -7.7% 8,473 $2.8M
Bessemer Group Inc. 0.00% Reduce -2.2% 9,218 $2.8M
Freestone Capital Holdings, LLC 0.08% Reduce -4.7% 9,205 $2.8M
Boston Family Office LLC 0.18% No change 9,166 $2.7M
Wiser Wealth Management, Inc 0.59% Add +0.0% 9,117 $2.7M
Athena Investment Management 1.40% Add +19.4% 9,063 $2.7M
Fortitude Advisory Group L.L.C. 1.21% Reduce -0.3% 9,019 $2.7M
Lifeworks Advisors, LLC 0.35% Reduce -18.1% 9,017 $2.7M
McClarren Financial Advisors, Inc. 1.59% Add +182.6% 9,003 $2.7M
YHB Investment Advisors, Inc. 0.19% Reduce -0.3% 8,971 $2.7M
Arax Advisory Partners 0.08% Add +107.9% 8,947 $2.7M
Prospera Financial Services Inc 0.04% Reduce -0.1% 8,930 $2.7M
XTX Topco Ltd 0.05% New 8,934 $2.7M
M&T Bank Corp 0.01% Add +6.2% 8,790 $2.6M
Charles Schwab Trust Co 0.17% Reduce -8.9% 8,739 $2.6M
MLG Wealth Management DBA Pine Grove Financial Group 0.30% Add +0.5% 8,736 $2.6M
Partners in Financial Planning 0.43% Add +0.4% 8,706 $2.6M
Peapack Gladstone Financial Corp. 0.03% Reduce -5.0% 8,700 $2.6M
Blankinship & Foster, LLC 0.57% Reduce -3.5% 8,691 $2.6M
Pinnacle Financial Group, LLC / IL 0.71% Reduce -3.5% 8,678 $2.6M
Summit Trail Advisors, LLC 0.04% Reduce -41.9% 8,487 $2.5M
Mathes Company, Inc. 0.93% Reduce -22.8% 8,461 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -1.7% 8,323 $2.5M
Bluestem Financial Advisors, LLC 0.96% Add +0.1% 8,278 $2.5M
Independent Financial Group, LLC 0.06% Reduce -2.6% 8,272 $2.5M
Hartmann Taylor Wealth Management, LLC 1.58% Reduce -1.5% 7,972 $2.4M
Balanced Rock Investment Advisors LLC 1.67% Add +2.5% 7,962 $2.4M
Waverly Advisors, LLC 0.02% Reduce -0.6% 7,915 $2.4M
GW&K Investment Management, LLC 0.02% No change 7,867 $2.4M
Jane Street Group, LLC 0.00% New 7,851 $2.3M
Sand Hill Global Advisors, LLC 0.08% No change 7,715 $2.3M
Stone Summit Wealth LLC 0.64% Reduce -0.0% 7,704 $2.3M
Market Street Wealth Management Advisors LLC 0.36% Reduce -2.3% 7,697 $2.3M
W1M Asset Management Ltd 0.03% No change 7,678 $2.3M
Boston Trust Walden Corp 0.02% No change 7,645 $2.3M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -2.1% 7,571 $2.3M
Leo Wealth, LLC 0.16% Add +7.2% 7,493 $2.2M
Howard Wealth Management, LLC 0.94% Reduce -3.1% 7,491 $2.2M
Uptick Partners, LLC 0.44% Reduce -14.7% 7,439 $2.2M
Retirement Planning Group, LLC 0.07% New 7,416 $2.2M
Lanark Financial, Inc. 0.17% Reduce -3.6% 7,369 $2.2M
Nations Financial Group Inc, /Ia/ 0.11% Add +5.1% 7,354 $2.2M
Oxford Financial Group, LTD. LLC 0.12% No change 7,352 $2.2M
Burling Wealth Partners, LLC 0.35% Add +114.5% 7,316 $2.2M
Sei Investments Co. 0.00% Add +2.8% 7,314 $2.2M
Argos Wealth Advisors, LLC 0.63% No change 7,275 $2.2M
Strategic Financial Concepts, LLC 0.53% New 7,228 $2.2M
Joel Isaacson & Co., LLC 0.07% Add +3.8% 7,235 $2.2M
Simplicity Wealth,LLC 0.12% Add +3.5% 7,203 $2.2M
Sage Mountain Advisors LLC 0.15% Add +0.0% 7,192 $2.1M
Sequent Asset Management, LLC 1.02% No change 7,127 $2.1M
Advisory Services Network, LLC 0.03% Add +1.3% 7,040 $2.1M
Retireful, LLC 2.96% New 7,027 $2.1M
Great Point Wealth Advisors, LLC 0.39% No change 7,016 $2.1M
Cwm, LLC 0.01% Reduce -4.5% 6,943 $2.1M
Seamount Financial Group Inc. 0.92% Add +5.3% 6,840 $2.0M
Greenspring Advisors, LLC 0.12% No change 6,761 $2.0M
S.A. Mason LLC 0.76% Add +0.4% 6,751 $2.0M
Signature Estate & Investment Advisors LLC 0.04% Reduce -0.8% 6,728 $2.0M
TABR Capital Management, LLC 1.85% Add +18.6% 6,721 $2.0M
Scott & Selber, Inc. 0.52% Add +0.2% 6,689 $2.0M
Luminist Capital LLC 2.65% Add +5.0% 6,640 $2.0M
Fairman Group, LLC 1.67% Add +0.3% 6,538 $2.0M
AdvisorNet Financial, Inc 0.10% Reduce -6.2% 6,534 $2.0M
Legacy Advisors, LLC 0.23% No change 6,503 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +1.4% 6,470 $1.9M
Cassaday & Co Wealth Management LLC 0.04% Reduce -2.8% 6,459 $1.9M
Staley Capital Advisers Inc. 0.08% Reduce -1.4% 6,456 $1.9M
HRT Financial LP 0.00% New 6,458 $1.9M
Gateway Wealth Partners, LLC 0.07% Add +415.4% 6,422 $1.9M
RTD Financial Advisors, Inc. 0.23% Add +0.1% 6,363 $1.9M
Franklin Resources Inc. 0.00% Reduce -0.3% 6,288 $1.9M
CFS Investment Advisory Services, LLC 0.13% Reduce -1.8% 5,749 $1.9M
Legacy Private Trust Co. 0.12% No change 6,274 $1.9M
Davidson Trust Co. 0.81% No change 6,256 $1.9M
Ellenbecker Investment Group 0.25% Reduce -8.1% 6,225 $1.9M
Secure Asset Management, LLC 0.29% Reduce -26.2% 6,213 $1.9M
Mustard Seed Financial, LLC 1.11% Reduce -0.6% 6,172 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -13.1% 6,151 $1.8M
Berger Financial Group, Inc 0.10% Add +1.0% 6,078 $1.8M
UMB Bank, n.a. 0.03% No change 6,009 $1.8M
First Trust Advisors LP 0.00% No change 6,009 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -0.1% 5,981 $1.8M
Chicago Partners Investment Group LLC 0.04% Add +0.2% 5,452 $1.8M
Asempa Wealth Advisors 1.55% Reduce -5.0% 5,903 $1.8M
Net Worth Advisory Group 0.37% Reduce -0.7% 5,925 $1.8M
DBK Financial Counsel, LLC 1.34% Reduce -1.7% 5,914 $1.8M
American Investment Services, Inc. 0.39% Add +1.5% 5,912 $1.8M
Harbor Asset Planning, Inc. 1.48% Reduce -10.6% 5,895 $1.8M
Maseco LLP 0.06% Add +2.4% 5,869 $1.8M
Capital Investment Advisors, LLC 0.03% Add +0.8% 5,848 $1.7M
Arkadios Wealth Advisors 0.03% Add +0.5% 5,841 $1.7M
FSM Wealth Advisors, LLC 0.22% Add +41.1% 5,808 $1.7M
Center for Financial Planning, Inc. 0.18% Add +0.0% 5,776 $1.7M
Versant Capital Management, Inc 0.17% No change 5,776 $1.7M
Brown, Lisle/Cummings, Inc. 0.43% No change 5,755 $1.7M
Mystic Asset Management, Inc. 0.40% Reduce -2.0% 5,741 $1.7M
Alerus Financial NA 0.08% No change 5,705 $1.7M
General Partner, Inc. 1.04% No change 5,700 $1.7M
Miller Capital Partners, Inc. 0.82% No change 5,647 $1.7M
Waldron Private Wealth LLC 0.07% Add +0.4% 5,632 $1.7M
Grandfield & Dodd, LLC 0.10% No change 5,630 $1.7M
Van Hulzen Asset Management, LLC 0.13% Reduce -2.3% 5,624 $1.7M
Empirical Asset Management, LLC 0.44% Add +0.0% 11,838 $1.7M
Dakota Wealth Management 0.04% No change 5,597 $1.7M
Pallas Capital Advisors LLC 0.06% Add +5.1% 5,592 $1.7M
Measured Wealth Private Client Group, LLC 0.46% No change 5,589 $1.7M
Capital Management Associates, Inc 0.38% No change 5,581 $1.7M
Blair William & Co. 0.00% Reduce -2.6% 5,550 $1.7M
Silver Oak Securities, Incorporated 0.12% Add +363.4% 5,515 $1.6M
EnRich Financial Partners LLC 0.44% Reduce -0.8% 5,514 $1.6M
Balboa Wealth Partners 0.27% Add +71.7% 5,473 $1.6M
CIBC Bancorp USA Inc. 0.00% — 5,465 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +1.2% 5,450 $1.6M
Rebalance, LLC 0.09% No change 5,449 $1.6M
Private Management Group Inc. 0.05% No change 5,421 $1.6M
Empower Advisory Group, LLC 0.00% Reduce -31.4% 5,420 $1.6M
Forum Financial Management, LP 0.02% Reduce -5.5% 5,417 $1.6M
Orser Capital Management, LLC 1.06% Reduce -1.9% 5,415 $1.6M
Next Capital Management LLC 0.49% Add +19.2% 5,376 $1.6M
Composition Wealth, LLC 0.02% Add +0.1% 5,357 $1.6M
Olistico Wealth, LLC 0.79% Reduce -0.9% 5,346 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +1.5% 5,343 $1.6M
Prosperity Consulting Group, LLC 0.07% No change 5,341 $1.6M
Cahaba Wealth Management, Inc. 0.11% Reduce -0.9% 5,327 $1.6M
Fortis Capital Management LLC 0.21% Add +26.7% 5,256 $1.6M
SeaCrest Wealth Management, LLC 0.17% Reduce -15.4% 5,221 $1.6M
Studio Investment Management LLC 0.28% Add +20.5% 5,212 $1.6M
Investment Counsel Co. of Nevada 3.50% Reduce -18.0% 5,208 $1.6M
Sloy Dahl & Holst, LLC 0.21% Add +3.5% 5,196 $1.6M
Eagle Strategies LLC 0.19% Add +0.4% 5,188 $1.6M
Innovative Asset Advisors Group, LLC 0.89% — 5,172 $1.5M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -12.9% 5,311 $1.5M
Life Planning Partners, Inc 1.17% Add +12.0% 5,144 $1.5M
Mgo One Seven LLC 0.03% Reduce -0.5% 5,131 $1.5M
Snowden Capital Advisors LLC 0.04% Add +0.2% 5,106 $1.5M
Avidian Wealth Enterprises, LLC 0.05% Add +4.6% 5,092 $1.5M
Mosaic Family Wealth Partners, LLC 0.16% No change 5,075 $1.5M
Round Rock Advisors LLC 0.23% Reduce -0.2% 5,039 $1.5M
Essex Financial Services, Inc. 0.08% Add +51.3% 5,004 $1.5M
Pinnacle Financial Partners, Inc. 0.01% Reduce -0.5% 4,990 $1.5M
Annex Advisory Services, LLC 0.03% No change 4,988 $1.5M
Physician Wealth Advisors, Inc. 0.21% Add +0.9% 4,980 $1.5M
Pathway Financial Advisors LLC 0.18% Add +0.5% 4,917 $1.5M
Wellspring Financial Advisors, LLC 0.11% Add +0.2% 4,957 $1.5M
Calder Financial LLC 1.47% Reduce -2.8% 4,918 $1.5M
GSG Advisors LLC 0.38% Add +0.1% 4,946 $1.5M
Midwest Trust Co 0.02% Add +4.1% 4,919 $1.5M
Choate Investment Advisors 0.03% No change 4,883 $1.5M
Battery Global Advisors, LLC 0.78% Reduce -60.1% 4,880 $1.5M
Lodestone Wealth Management LLC 0.57% Add +0.3% 4,848 $1.4M
Vise Technologies, Inc. 0.03% No change 4,595 $1.4M
Manuka Financial, LLC 0.89% No change 4,837 $1.4M
Tsfg, LLC 0.22% Add +0.0% 4,827 $1.4M
Evolve Private Wealth, LLC 0.08% Add +4.9% 4,794 $1.4M
Brandywine Oak Private Wealth LLC 0.12% No change 4,789 $1.4M
Vista Capital Partners, Inc. 0.14% Reduce -0.7% 4,765 $1.4M
Gill Capital Partners, LLC 0.41% Add +0.6% 4,765 $1.4M
Sagespring Wealth Partners, LLC 0.03% Reduce -3.7% 4,763 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -94.3% 4,724 $1.4M
Mutual Advisors, LLC 0.03% Reduce -15.5% 4,717 $1.4M
Wedbush Securities Inc. 0.04% Reduce -10.7% 4,681 $1.4M
CWA Asset Management Group, LLC 0.05% No change 4,644 $1.4M
Cedarwood Wealth LLC 1.40% Add +5.5% 4,642 $1.4M
Key Financial Inc 0.25% Reduce -0.8% 4,641 $1.4M
Perigon Wealth Management, LLC 0.03% Reduce -9.5% 4,639 $1.4M
Larson Financial Group LLC 0.04% Reduce -8.4% 4,627 $1.4M
Bokf, NA 0.02% No change 4,613 $1.4M
Advocate Investing Services LLC 1.16% No change 4,600 $1.4M
Summit Wealth Group LLC / Co. 0.14% No change 4,580 $1.4M
Meridian Wealth Management, LLC 0.05% Reduce -3.4% 4,550 $1.4M
Greenleaf Trust 0.01% No change 4,541 $1.4M
Nicholas Hoffman & Company, LLC. 0.03% Add +2.3% 4,538 $1.4M
GenTrust, LLC 0.06% No change 4,532 $1.4M
Synergy Financial Group, LTD 1.01% Reduce -3.4% 4,500 $1.3M
Endeavor Private Wealth, Inc. 0.38% No change 4,481 $1.3M
WealthCollab, LLC 0.55% Reduce -5.0% 4,475 $1.3M
Anchor Capital Advisors LLC 0.04% Reduce -0.3% 4,436 $1.3M
MontVue Capital Management, Inc. 0.90% No change 4,407 $1.3M
Appleton Partners Inc. 0.09% Reduce -5.1% 4,403 $1.3M
Ted Buchan & Co 0.47% Reduce -0.6% 4,362 $1.3M
Destiny Wealth Partners, LLC 0.14% Reduce -6.8% 4,349 $1.3M
FAS Wealth Partners, Inc. 0.08% Reduce -3.3% 4,348 $1.3M
Ameritas Advisory Services, LLC 0.05% Reduce -19.3% 4,213 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -10.3% 4,176 $1.2M
Quadcap Wealth Management, LLC 0.14% Reduce -16.8% 4,136 $1.2M
Pacific Financial Group Inc. 0.66% No change 4,126 $1.2M
Flputnam Investment Management Co. 0.02% No change 4,115 $1.2M
Lee Danner & Bass Inc. 0.08% No change 4,089 $1.2M
Advisors Capital Management, LLC 0.01% Reduce -1.8% 4,086 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +0.0% 4,085 $1.2M
Silverlake Wealth Management LLC 0.26% Reduce -1.9% 4,077 $1.2M
Pachira Investments Inc. 0.57% Reduce -1.0% 4,076 $1.2M
Sigma Planning Corp 0.03% Reduce -7.6% 4,055 $1.2M
Tenzing Financial LLC 0.91% Reduce -8.5% 3,836 $1.2M
Maridea Wealth Management LLC 0.17% Reduce -7.4% 3,978 $1.2M
Fiduciary Advisors, Inc. 0.89% Add +1.5% 3,976 $1.2M
Entrewealth, LLC 0.52% Add +7.2% 3,912 $1.2M
Bell Investment Advisors, Inc 0.18% Reduce -9.6% 3,897 $1.2M
Capital Analysts, LLC 0.03% Reduce -3.9% 3,825 $1.1M
Kirtland Hills Capital Management, LLC 0.36% No change 3,489 $1.1M
Stephens Inc. 0.01% Add +70.5% 3,813 $1.1M
David J Yvars Group 0.64% Add +0.0% 3,802 $1.1M
Seven Post Investment Office LP 0.37% No change 3,800 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Reduce -0.1% 3,781 $1.1M
American Money Management, LLC 0.18% Reduce -3.0% 3,745 $1.1M
Exencial Wealth Advisors, LLC 0.03% Reduce -5.3% 3,743 $1.1M
Aspen Wealth Management LLC 0.22% Add +0.3% 3,734 $1.1M
Madrid Wealth Management, LLC 0.84% No change 3,717 $1.1M
Abacus Planning Group, Inc. 0.15% Reduce -0.8% 3,681 $1.1M
NorthRock Partners, LLC 0.02% Add +19.6% 3,676 $1.1M
Lutz Financial Services LLC 0.07% No change 3,674 $1.1M
Berkeley Capital Partners, LLC 0.25% Add +0.3% 3,664 $1.1M
Tranquility Partners, LLC 0.41% Reduce -0.2% 3,655 $1.1M
Clark Capital Management Group, Inc. 0.01% No change 3,654 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.32% Add +0.3% 3,617 $1.1M
Merited Wealth, LLC 0.89% New 3,584 $1.1M
Core Wealth Advisors, Inc. 0.26% No change 3,580 $1.1M
Avestar Capital, LLC 0.07% Add +254.7% 3,547 $1.1M
Stevens Capital Partners 0.25% Add +36.6% 3,544 $1.1M
Diversify Wealth Management, LLC 0.02% Add +45.4% 3,227 $1.1M
Renaissance Technologies 0.00% Reduce -50.0% 3,520 $1.1M
Acorn Financial Advisory Services Inc. 0.14% Add +0.1% 3,516 $1.1M
Plum Street Advisors, LLC 0.36% No change 3,510 $1.0M
Liberty Square Wealth Partners LLC 0.29% Reduce -0.4% 3,501 $1.0M
High Net Worth Advisory Group LLC 0.24% Reduce -1.0% 3,497 $1.0M
Grandview Asset Management LLC 0.31% Reduce -1.8% 3,559 $1.0M
Aspen Investment Management Inc 0.32% Reduce -9.0% 3,488 $1.0M
Canvas Wealth Advisors, LLC 0.18% Add +338.4% 3,481 $1.0M
Cypress Wealth Services, LLC 0.15% Reduce -33.3% 3,479 $1.0M
Laurel Oak Wealth Management, LLC 0.17% No change 3,466 $1.0M
Johnson Investment Counsel Inc. 0.01% Add +0.8% 3,463 $1.0M
Morton Capital Management LLC 0.15% No change 3,445 $1.0M
Focus Financial Network, Inc. 0.04% Add +11.4% 3,442 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -1.3% 3,435 $1.0M
Oakworth Capital, Inc. 0.05% No change 3,435 $1.0M
Liberty Wealth Management LLC 0.13% Reduce -0.4% 3,427 $1.0M
WealthTrust Asset Management, LLC 0.61% Reduce -0.9% 3,427 $1.0M
Essex Bank 0.22% No change 3,349 $1.0M
Evergreen Capital Management LLC 0.02% Add +0.7% 3,321 $992K
Chilton Investment Co. Inc. 0.02% New 3,319 $992K
Golden Bell Financial Planning LLC 0.79% Reduce -0.9% 3,316 $991K
WealthPlan Investment Management, LLC 0.06% Add +48.1% 3,302 $987K
Spire Wealth Management 0.03% Reduce -2.6% 3,297 $985K
Journey Beyond Wealth, LLC 0.84% Add +0.9% 3,290 $983K
Breakwater Investment Management 0.36% No change 3,280 $980K
BSW Wealth Partners 0.12% No change 3,250 $971K
Pennington Partners & Co., LLC 0.33% Add +0.0% 3,227 $965K
Foundations Investment Advisors, LLC 0.01% Add +13.6% 3,189 $953K
Keystone Financial Group 0.06% No change 3,163 $945K
U.S. Capital Wealth Advisors, LLC 0.02% Add +38.7% 3,155 $943K
Primoris Wealth Advisors, LLC 0.66% No change 3,153 $942K
Mayflower Financial Advisors, LLC 0.11% Reduce -0.6% 3,125 $934K
Stratos Investment Management, LLC 0.04% Add +1.0% 3,106 $928K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -1.6% 3,101 $927K
Atwater Malick LLC 0.25% No change 3,098 $926K
Old Mission Investment Co LLC 0.22% Reduce -0.3% 3,088 $923K
Farmers National Bank 0.20% Reduce -0.8% 3,084 $922K
Journey Strategic Wealth LLC 0.02% Add +0.8% 3,076 $919K
Rodgers & Associates, LTD 0.09% Reduce -27.6% 3,067 $917K
Daybright Advisory Services, Inc. 0.25% Add +0.3% 3,064 $916K
Ferguson Wellman Capital Management, Inc. 0.01% No change 3,011 $900K
Root Financial Partners, LLC 0.04% Reduce -0.9% 3,010 $899K
Jacobi Capital Management LLC 0.05% No change 3,009 $899K
Strathmore Capital Advisors, Inc. 0.25% Reduce -14.7% 2,721 $893K
Walkner Condon Financial Advisors LLC 0.12% Reduce -2.6% 2,970 $888K
Astoria Strategic Wealth, Inc. 0.23% Add +0.1% 2,967 $887K
Verdence Capital Advisors LLC 0.05% Add +0.2% 2,960 $884K
Western Wealth Management, LLC 0.03% Add +1.5% 2,956 $883K
Madison Wealth Partners, Inc 0.14% Add +0.0% 2,955 $883K
Fee-Only Financial Planning, L.C. 0.53% No change 2,925 $874K
Carnegie Investment Counsel 0.02% Reduce -35.1% 2,918 $872K
Interchange Capital Partners, LLC 0.28% Reduce -1.1% 3,388 $871K
GEN Financial Management, INC. 0.54% No change 2,904 $868K
Red Door Wealth Management, LLC 0.09% Reduce -5.4% 2,902 $867K
Traphagen Investment Advisors LLC 0.07% Add +4.2% 2,890 $864K
Breakwater Capital Group 0.12% No change 2,879 $860K
Wealth Enhancement Trust Services, Inc. 0.10% No change 2,846 $851K
Cahill Financial Advisors Inc. 0.09% No change 2,840 $849K
Clarity Capital Advisors, LLC 0.40% Add +0.3% 2,836 $848K
Tudor Investment Corporation 0.00% New 2,827 $845K
Values Added Financial LLC 0.35% No change 2,801 $837K
RCS Financial Planning, LLC 0.43% Reduce -8.1% 2,781 $831K
Wells Financial Advisors INC 3.77% Reduce -45.2% 2,770 $828K
Opus Capital Group, LLC 0.09% Reduce -3.4% 2,764 $826K
Coastline Trust Co 0.08% No change 2,763 $826K
Sovran Advisors, LLC 0.06% Reduce -1.4% 2,491 $823K
City State Bank 0.21% Add +0.4% 2,753 $823K
Meridian Wealth Advisors, LLC 0.11% No change 2,750 $822K
Apollon Wealth Management, LLC 0.01% Add +1.2% 2,749 $822K
CGC Financial Services, LLC 0.24% No change 2,731 $816K
Rwa Wealth Partners, LLC 0.01% No change 2,727 $815K
FF Advisors,LLC 0.33% No change 2,471 $805K
Essex LLC 0.14% Reduce -3.7% 2,684 $802K
Robertson Stephens Wealth Management, LLC 0.02% No change 2,679 $801K
Compass Ion Advisors, LLC 0.08% Reduce -11.2% 2,659 $795K
Bailard, Inc. 0.02% Reduce -2.3% 2,648 $791K
Goldstein Advisors, LLC 0.09% No change 2,628 $785K
Rockwood Wealth Management, LLC 0.06% No change 2,610 $780K
Embree Financial Group 0.09% No change 2,572 $769K
Bay Capital Advisors, LLC 0.47% Add +0.1% 2,571 $768K
Apollon Financial, LLC 0.11% No change 2,563 $766K
CGN Advisors LLC 0.06% Reduce -0.5% 2,561 $765K
Arista Wealth Management, LLC 0.09% No change 2,546 $761K
LPWM LLC 0.19% Reduce -2.5% 2,526 $755K
RDA Financial Network 0.19% Reduce -2.1% 2,515 $752K
Salomon & Ludwin, LLC 0.07% Reduce -1.5% 2,493 $751K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -5.9% 2,491 $744K
Cozad Asset Management Inc. 0.06% No change 2,483 $742K
Amicus Financial Advisors, LLC 0.20% No change 2,476 $740K
Clearview Wealth Management LLC 0.52% — 2,459 $735K
Everpar Advisors LLC 0.25% No change 2,450 $732K
XY Planning Network, Inc. 0.12% Add +0.0% 2,419 $728K
Slow Capital, Inc. 0.09% Reduce -25.0% 2,434 $728K
McDonough Capital Management, Inc 0.40% No change 2,418 $723K
Three Bearings Fiduciary Advisors, Inc. 0.70% No change 2,411 $721K
Define Financial, LLC 0.39% Add +0.3% 2,409 $720K
Fullerton Advisors, LLC 0.74% Add +0.3% 2,404 $718K
MBM Wealth Consultants, LLC 0.16% New 2,395 $716K
Benjamin Edwards Inc. 0.01% Add +4.2% 2,378 $712K
Kapstone Financial Advisors LLC 0.35% Add +162.8% 2,376 $710K
Tower Research Capital LLC (TRC) 0.02% New 2,370 $708K
Tower Bridge Advisors 0.07% New 2,368 $708K
Brookstone Capital Management 0.01% Add +5.1% 2,368 $708K
Select Asset Management & Trust 0.22% Reduce -0.3% 2,359 $705K
United Asset Strategies, Inc. 0.06% Add +0.1% 2,358 $705K
Venturi Wealth Management, LLC 0.03% No change 2,348 $702K
Hardy Reed LLC 0.05% No change 2,323 $694K
Beacon Financial Strategies CORP 0.39% No change 2,306 $689K
Norden Group LLC 0.07% Add +5.4% 2,300 $687K
Awm Capital, LLC 0.06% No change 2,296 $686K
Novare Capital Management LLC 0.05% Add +3.7% 2,290 $684K
Gladstone Institutional Advisory LLC 0.03% Add +0.7% 2,279 $681K
CreativeOne Wealth, LLC 0.02% Add +11.2% 2,261 $676K
Avant Capital LLC 0.47% Add +7.1% 2,256 $674K
Bridgewater Advisors Inc. 0.04% No change 1,975 $674K
Glen Eagle Advisors, LLC 0.09% Reduce -0.5% 2,226 $665K
Keystone Wealth Services, LLC 0.14% Reduce -6.7% 2,226 $665K
Old National Bancorp 0.01% No change 2,222 $664K
Atlantic Union Bankshares Corp 0.01% Add +0.2% 2,214 $662K
BetterWealth, LLC 0.13% New 2,208 $660K
Becker Capital Management Inc. 0.02% Reduce -0.8% 2,205 $659K
HM Payson & Co. 0.01% No change 2,199 $657K
Winthrop Advisory Group LLC 0.05% Reduce -2.2% 2,191 $655K
71 West Capital Partners 0.03% New 2,180 $651K
Equity Wealth Partners, LLC 0.42% Add +119.5% 2,177 $651K
Bernardo Wealth Planning LLC 0.13% No change 2,160 $646K
Rezny Wealth Management, Inc. 0.15% Add +6.1% 2,159 $645K
Ariadne Wealth Management, LP 0.29% No change 2,158 $645K
Pine Harbor Wealth Management, LLC 0.19% Add +1.8% 2,155 $644K
Crescent Sterling, Ltd. 0.62% No change 2,150 $643K
Sowell Financial Services LLC 0.02% Add +12.5% 2,146 $641K
Western Financial Corp 0.25% No change 2,146 $641K
Cypress Capital Group 0.07% No change 2,131 $637K
Piscataqua Savings Bank 0.45% Reduce -10.5% 2,127 $636K
Darden Wealth Group Inc 0.32% No change 2,121 $634K
Fortis Capital Advisors, LLC 0.08% Reduce -25.7% 2,115 $632K
Triad Wealth Partners, LLC 0.05% New 2,114 $632K
Rinkey Investments 0.16% No change 2,110 $631K
Bensler, LLC 0.06% Reduce -10.8% 2,104 $629K
Briggs Wealth Management, Inc 0.66% No change 2,090 $625K
Empowered Funds, LLC 0.00% New 2,089 $624K
Cathy Pareto & Associates, Inc. 0.42% Reduce -1.8% 2,086 $623K
Factor Wealth Management LTD 0.12% Reduce -55.1% 2,082 $622K
First Foundation Advisors 0.03% New 2,080 $622K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.1% 2,057 $615K
Valley National Advisers Inc. 0.08% No change 2,057 $614K
Advantage Trust Co 0.27% No change 2,040 $610K
Quartz Partners, LLC 0.24% No change 2,037 $609K
Diversified Trust Co. 0.01% No change 2,033 $608K
True North Advisors, LLC 0.07% Reduce -45.6% 2,029 $606K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -49.3% 2,028 $606K
Pettyjohn, Wood & White, Inc. 0.10% Add +0.1% 2,026 $605K
PFG Investments, LLC 0.03% Add +0.3% 2,024 $605K
TruWealth Advisors, LLC 0.03% Add +1.7% 2,017 $603K
Junk Investment Group, LLC 0.31% — 2,007 $600K
Rockbridge Investment Management, LCC 0.05% Add +49.5% 2,000 $598K
Ethos Financial Group, LLC 0.04% Reduce -68.2% 2,000 $598K
Envision Financial LLC 0.32% Add +0.2% 2,000 $598K
LongView Wealth Management 0.15% Reduce -0.4% 1,870 $597K
True Link Financial Advisors, LLC 0.04% Reduce -2.2% 1,994 $596K
SMI Advisory Services, LLC 0.10% Reduce -20.5% 1,961 $594K
Coquina Private Wealth LLC 0.48% Reduce -1.7% 1,982 $592K
Legacy Edge Advisors, LLC 0.06% Reduce -29.0% 1,975 $590K
Independent Advisor Alliance 0.01% New 1,970 $589K
Beckerman Institutional, LLC 0.31% No change 1,957 $585K
Karnit Road Accident Victims Compensation Fund 0.34% No change 1,950 $583K
Portland Financial Advisors Inc 1.21% Reduce -1.3% 1,945 $581K
Foster Group, Inc. 0.02% Add +0.5% 1,937 $579K
Bank Ozk 0.20% Reduce -9.8% 1,937 $579K
Mesirow Financial Investment Management, Inc. 0.01% Add +14.1% 1,937 $579K
OFS Enterprise LLC 0.17% — 1,935 $578K
Charter Oak Capital Management, LLC 0.04% No change 1,935 $578K
Eastern Bank 0.01% Add +7596.0% 1,924 $575K
Ballast Financial Advisors LLC 0.58% Add +8.2% 1,905 $569K
Regal Investment Advisors LLC 0.03% Reduce -1.8% 1,901 $568K
Vista Investment Management 0.19% No change 1,900 $568K
Certuity, LLC 0.04% No change 1,897 $567K
Passive Capital Management, LLC. 0.17% No change 1,892 $565K
New England Private Wealth Advisors LLC 0.07% Add +0.1% 1,892 $565K
Efficient Advisors, LLC 0.04% Add +4.3% 1,884 $563K
Burk Holdings LLC 0.24% No change 1,877 $561K
Capital Group Private Client Services, Inc. 0.01% No change 1,829 $546K
Evolution Advisers, Inc. 0.23% Reduce -12.4% 1,828 $546K
PUREfi Wealth, LLC 0.35% Reduce -5.5% 1,807 $540K
Chokshi & Queen Wealth Advisors, Inc 0.29% Add +39.2% 1,800 $538K
Stenger Family Office, LLC 0.09% New 1,796 $537K
Cherry Tree Wealth Management, LLC 0.11% No change 1,792 $536K
White Lighthouse Investment Management Inc. 0.07% Add +0.1% 1,784 $533K
Mason Investment Advisory Services, Inc. 0.02% Reduce -16.1% 1,782 $533K
Aletheian Wealth Advisors LLC 0.26% — 1,771 $529K
Eaton-Cambridge Inc. 0.16% Add +130.4% 1,760 $526K
Delta Financial Advisors LLC 0.14% Add +0.1% 1,758 $525K
CoreCap Advisors, LLC 0.02% Add +9.9% 1,756 $525K
WealthShield Partners, LLC 0.06% No change 1,752 $524K
Weaver Consulting Group 0.12% Add +4.8% 1,742 $521K
ETF Store, Inc. 0.51% Add +0.2% 1,741 $520K
BWM Planning, LLC 0.14% Reduce -43.6% 1,739 $520K
C M Bidwell & Associates Ltd. 0.24% Reduce -0.6% 1,710 $511K
Retirement Planning Co of New England, Inc. 0.21% Add +0.3% 1,709 $511K
RFG Advisory, LLC 0.01% Reduce -3.9% 1,699 $508K
TSA Wealth Managment LLC 0.16% Reduce -14.6% 1,698 $507K
Tru Independence Asset Management 2, LLC 0.31% No change 1,692 $506K
Private Trust Co. NA 0.05% No change 1,688 $504K
Shufro Rose & Co. LLC 0.03% Reduce -26.3% 1,680 $502K
SHP Wealth Management 0.04% No change 1,663 $497K
Peak Retirement Planning, Inc. 0.10% Reduce -35.0% 1,655 $495K
Trust Co of the South 0.08% No change 1,647 $492K
IFC & Insurance Marketing, Inc. 0.51% Add +0.1% 1,646 $492K
Waters Parkerson & Co., LLC 0.03% Reduce -16.4% 1,644 $491K
Mitchell Capital Management Co. 0.09% No change 1,604 $479K
Expressive Wealth LLC 0.46% Reduce -5.0% 1,419 $479K
Abacus Wealth Partners, LLC 0.04% Reduce -4.7% 1,580 $472K
Yoder Wealth Management, Inc. 0.22% Reduce -1.6% 1,580 $472K
M.E. Allison & Co., Inc. 0.31% Add +0.1% 1,577 $471K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -7.1% 1,573 $470K
Verus Capital Partners, LLC 0.03% Reduce -0.3% 1,571 $470K
Highland Capital Management, LLC 0.02% No change 1,560 $466K
Moss Adams Wealth Advisors LLC 0.03% No change 1,533 $458K
First Financial Bank - Trust Division 0.04% No change 1,529 $457K
Claro Advisors Inc. 0.05% Reduce -1.0% 1,511 $452K
Strategic Blueprint, LLC 0.03% Reduce -6.1% 1,504 $449K
Regions Financial Corp. 0.00% No change 1,498 $448K
Creative Financial Designs Inc. 0.03% Reduce -4.3% 1,498 $448K
Napier Financial, LLC 0.10% New 1,497 $447K
Legacy Financial Group, Inc. 0.12% Reduce -5.5% 1,493 $446K
Stillwater Private Wealth, LLC 0.38% — 1,492 $446K
Redwood Financial Network Corp 0.29% Reduce -3.0% 1,486 $444K
Oak Harvest Investment Services 0.05% Reduce -4.0% 1,477 $441K
BlueChip Wealth Advisors LLC 0.19% No change 1,474 $441K
Vanguard Personalized Indexing Management, LLC 0.00% Add +63.9% 1,472 $440K
Catalyst Financial Partners LLC 0.05% New 1,470 $439K
Stanley-Laman Group, Ltd. 0.05% Add +0.3% 1,469 $439K
Capital Advisors Inc. 0.01% Reduce -10.2% 1,464 $438K
Element Pointe Advisors, LLC 0.08% No change 1,450 $433K
GreatBanc Trust CO 0.30% No change 1,448 $433K
Beacon Wealthcare LLC 0.15% No change 1,445 $432K
WealthCare Investment Partners, LLC 0.12% Add +59.2% 1,425 $431K
Johnson Financial Group, Inc. 0.02% No change 1,441 $431K
Financial Futures Ltd Liability Co. 0.19% Reduce -0.7% 1,439 $430K
Legacy Trust 0.08% No change 1,435 $429K
Wellington Grp LLC 0.13% Reduce -25.6% 1,434 $429K
Kiley Juergens Wealth Management, LLC 0.07% New 1,409 $421K
Archvest Wealth Advisors, Inc. 0.27% Add +0.2% 1,402 $419K
Seven Springs Wealth Group, LLC 0.10% No change 1,400 $418K
MassMutual Private Wealth & Trust, FSB 0.01% Add +23.3% 1,399 $418K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,394 $417K
American Trust 0.04% No change 1,392 $416K
My Personal CFO, LLC 0.18% No change 1,391 $416K
Norris Perne & French LLP 0.02% Add +32.4% 1,387 $415K
Index Fund Advisors, Inc. 0.02% Add +0.1% 1,383 $413K
Acima Private Wealth, LLC 0.13% No change 1,380 $412K
Eaton Financial Holdings Company, LLC 0.13% Reduce -11.8% 1,370 $409K
Hudson Oak Wealth Advisory LLC 0.35% No change 1,366 $408K
HighPoint Advisor Group LLC 0.02% Reduce -0.1% 1,366 $408K
Mill Creek Capital Advisors, LLC 0.01% No change 1,363 $407K
Cynosure Group, LLC 0.05% Add +0.3% 1,362 $407K
Oak Asset Management, LLC 0.14% No change 1,361 $407K
Dividend Assets Capital, LLC 0.08% Reduce -0.2% 1,360 $406K
First Heartland Consultants, Inc. 0.03% No change 1,358 $406K
Quadrant Private Wealth Management, LLC 0.06% Reduce -15.4% 1,352 $404K
PGIM Custom Harvest LLC 0.01% No change 1,350 $403K
Barlow Wealth Partners, LLC 0.04% No change 1,220 $398K
HUB Investment Partners, LLC 0.01% New 1,329 $397K
Werba Rubin Papier Wealth Management 0.06% Add +0.1% 1,322 $395K
Bearing Point Capital, LLC 0.06% Reduce -71.7% 1,318 $394K
Rialto Wealth Management, LLC 0.09% No change 1,312 $392K
Principle Wealth Partners LLC 0.02% Add +0.1% 1,310 $391K
Prime Capital Investment Advisors, LLC 0.00% No change 1,307 $391K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -6.7% 1,306 $390K
Fiduciary Group, LLC 0.03% No change 1,295 $387K
IFG Advisors, LLC 0.06% New 1,292 $386K
Newton One Investments LLC 0.10% Reduce -2.7% 1,288 $385K
Wedgewood Investors Inc. 0.44% No change 1,287 $385K
Peterson Wealth Advisors, LLC 0.05% Add +0.2% 1,278 $382K
Indiana Trust & Investment Management Co 0.12% No change 1,278 $382K
One Wealth Advisors, LLC 0.05% Reduce -40.7% 1,277 $382K
Noesis Capital Mangement Corp. 0.06% Add +72.5% 1,271 $380K
Crescent Grove Advisors, LLC 0.04% No change 1,260 $377K
Harvest Investment Services, LLC 0.07% No change 1,252 $374K
Gambit Capital Management, LLC 0.27% Add +24.8% 1,250 $374K
Greenwood Capital Associates LLC 0.04% No change 1,250 $374K
Oxbow Advisors, LLC 0.03% No change 1,249 $373K
Centric Wealth Management 0.07% Add +0.8% 1,126 $372K
Prosperity Planning, Inc. 0.13% Reduce -1.0% 1,242 $371K
Ascent Group, LLC 0.01% Reduce -5.4% 1,235 $369K
BridgePort Financial Solutions, LLC 0.10% Add +7.1% 1,226 $366K
StoneX Group Inc. 0.02% Reduce -47.0% 1,226 $366K
KFA Private Wealth Group, LLC 0.09% No change 1,221 $365K
Cornerstone Management, Inc. 0.06% Add +2.4% 1,221 $365K
Courage Miller Partners, LLC 0.10% No change 1,219 $364K
Titleist Asset Management, LLC 0.03% Add +13.6% 1,217 $364K
SkyOak Wealth, LLC 0.07% No change 1,203 $360K
Meridian Financial Advisors, LLC 0.20% Reduce -4.8% 1,200 $359K
Ironsides Asset Advisors, LLC 0.09% No change 1,200 $359K
Creekside Partners 0.15% Add +0.2% 1,199 $358K
GMO 0.00% New 1,191 $356K
Trevian Wealth Management LLC 0.18% No change 1,190 $356K
Integrity Wealth Solutions LLC 0.14% Reduce -13.4% 1,189 $355K
Bouchey Financial Group, Ltd. 0.03% No change 1,136 $355K
WNY Asset Management, LLC 0.04% — 1,183 $354K
Unique Wealth, LLC 0.05% Reduce -67.2% 1,179 $352K
Carret Asset Management, LLC 0.03% No change 1,179 $352K
BKM Wealth Management, LLC 0.13% Reduce -0.5% 1,178 $352K
Fisher Asset Management 0.00% Add +5.4% 1,176 $352K
Russell Investments Group, Ltd. 0.00% Reduce -54.8% 1,174 $351K
Stone Loft Wealth Management LLC 0.25% New 1,164 $348K
First Manhattan Co. Llc. 0.00% Reduce -2.0% 1,164 $348K
Goelzer Investment Management, Inc. 0.02% New 1,162 $347K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -45.0% 1,162 $347K
HighMark Wealth Management LLC 0.14% No change 1,152 $344K
Zacks Investment Management 0.00% Add +0.3% 1,145 $342K
Revolve Wealth Partners, LLC 0.04% No change 1,139 $340K
Wealth Dimensions Group, Ltd. 0.07% Add +3.6% 1,135 $339K
MainStreet Investment Advisors LLC 0.05% No change 1,135 $339K
Ares Financial Consulting, LLC 0.27% No change 1,125 $339K
Hazlett, Burt & Watson, Inc. 0.11% Add +12.1% 1,129 $338K
Scotia Capital Inc. 0.00% Add +3.6% 1,129 $337K
Private Wealth Asset Management, LLC 0.04% No change 1,112 $332K
Fifth Third Wealth Advisors LLC 0.01% No change 1,110 $332K
Prostatis Group LLC 0.08% Reduce -18.7% 1,110 $332K
SK Wealth Management, LLC 0.09% Reduce -4.0% 1,091 $330K
Confluence Wealth Services, Inc. 0.01% No change 1,101 $329K
Altiora Financial Group, LLC 0.05% No change 1,100 $329K
Centaurus Financial, Inc. 0.02% Add +0.5% 1,098 $328K
MY Wealth Management Inc. 0.32% Add +9.6% 1,272 $327K
Innovative Wealth Building LLC 0.23% Add +0.3% 1,094 $327K
Opes Wealth Management LLC 0.06% No change 1,093 $327K
Monograph Wealth Advisors, LLC 0.03% No change 1,093 $327K
BLVD Private Wealth, LLC 0.28% No change 1,085 $324K
Allred Capital Management, LLC 0.12% Reduce -2.0% 1,083 $324K
Stock Yards Bank & Trust Co. 0.01% No change 1,080 $323K
Strategic Planning, Inc. 0.16% Add +0.3% 1,074 $321K
Facet Wealth, Inc. 0.01% Add +53.4% 1,071 $320K
Allodium Investment Consultants, LLC 0.15% Reduce -10.6% 1,068 $319K
Curi Capital, LLC 0.01% No change 1,065 $318K
URS Advisory LLC 0.23% New 1,062 $317K
JFS Wealth Advisors, LLC 0.02% Add +0.2% 1,055 $315K
William Howard & Co Financial Advisors Inc 0.27% Add +46.6% 1,054 $315K
Wealthcare Capital Management LLC 0.03% No change 1,050 $314K
Town Capital LLC 0.25% Reduce -1.5% 1,047 $313K
Next Level Private LLC 0.07% Add +0.1% 1,044 $312K
Heritage Investors Management Corp. 0.01% No change 1,040 $311K
Disciplined Investments, LLC 0.11% No change 1,032 $308K
Maripau Wealth Management LLC 0.14% New 1,032 $308K
Revisor Wealth Management LLC 0.09% No change 1,030 $308K
Prospect Financial Group LLC 0.28% Reduce -7.2% 1,029 $308K
Blue Trust, Inc. 0.00% Reduce -2.0% 1,025 $306K
Calamos Wealth Management LLC 0.01% No change 1,023 $306K
Calamos Advisors LLC 0.00% New 1,023 $306K
Capital Advantage, Inc. 0.04% No change 1,022 $305K
Aerodigm Wealth, LLC 0.11% Reduce -2.9% 1,019 $305K
Physician Wealth Solutions Inc. 0.13% No change 1,015 $303K
FreeGulliver LLC 0.13% No change 1,014 $303K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -0.6% 1,013 $303K
Integrity Alliance, Llc. 0.01% Reduce -95.8% 1,010 $302K
Great Lakes Advisors, LLC 0.00% Reduce -5.9% 1,009 $302K
Lazari Capital Management, Inc. 0.11% Add +0.3% 1,008 $301K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 1,006 $301K
Florida Financial Advisors, LLC 0.07% No change 1,005 $300K
Elevated Financial Group LLC 0.10% Add +18.3% 1,003 $300K
Atria Investments, Inc 0.00% Reduce -38.4% 1,003 $300K
CMH Wealth Management LLC 0.05% New 1,000 $299K
Riverwater Partners LLC 0.10% Reduce -1.2% 997 $298K
TCP Asset Management, LLC 0.04% No change 984 $294K
GAMMA Investing LLC 0.01% Reduce -0.5% 983 $294K
Lynx Investment Advisory 0.14% No change 980 $293K
Independent Wealth Network Inc. 0.09% New 975 $291K
SBI Securities Co., Ltd. 0.01% Add +0.1% 966 $289K
Asset Dedication, LLC 0.02% Reduce -5.6% 966 $289K
Keb Asset Management, LLC 0.06% No change 964 $288K
Green Ridge Wealth Planning LLC 0.15% No change 960 $287K
Horst & Graben Wealth Management LLC 0.04% Reduce -11.8% 870 $286K
Hopwood Financial Services, Inc. 0.19% No change 955 $285K
Nalls Sherbakoff Group, LLC 0.21% No change 953 $285K
Valmark Advisers, Inc. 0.00% Reduce -0.9% 948 $283K
Tradewinds Capital Management, LLC 0.06% Add +1.3% 947 $283K
M3 Advisory Group, LLC 0.17% Add +0.3% 945 $282K
Dynamic Financial Group 0.23% Add +0.2% 940 $281K
Arbor Investment Advisors, LLC 0.04% No change 939 $281K
MPWM Advisory Solutions, LLC 0.15% No change 938 $280K
Valtinson Bruner Financial Planning LLC 0.08% No change 928 $277K
Petix & Botte Co 0.12% Reduce -50.0% 919 $275K
Wealthspan Partners, LLC 0.10% No change 916 $274K
Signal Advisors Wealth, LLC 0.02% Add +1.4% 914 $273K
United Advisor Group, LLC 0.03% Reduce -6.8% 912 $273K
Inscription Capital, LLC 0.03% No change 911 $272K
PFG Advisors 0.01% Add +0.1% 909 $272K
Consilio Wealth Advisors, LLC 0.08% No change 908 $271K
Three Bridge Wealth Advisors, LLC 0.07% No change 907 $271K
Thrive Wealth Management, LLC 0.04% Add +0.1% 903 $270K
Successful Portfolios LLC 0.15% Add +1.8% 902 $269K
Summit Global Investments 0.02% Add +0.5% 899 $269K
Drucker Wealth 3.0, LLC 0.05% Reduce -14.9% 900 $269K
Urban Financial Advisory Corp 0.10% Add +0.2% 899 $269K
Maia Wealth LLC 0.05% Add +0.1% 897 $268K
LRI Investments, LLC 0.02% No change 896 $268K
Sachem Hill LLC 0.05% Reduce -11.2% 896 $268K
Briaud Financial Planning Inc 0.07% No change 894 $267K
Connecticut Wealth Management, LLC 0.01% No change 891 $266K
ArborFi Advisors, LLC 0.22% Reduce -6.6% 889 $266K
Marco Investment Management LLC 0.02% No change 889 $266K
25 LLC 0.08% No change 887 $265K
Welch & Forbes LLC 0.00% No change 884 $264K
Strategies Wealth Advisors, LLC 0.03% Reduce -7.2% 883 $264K
First Merchants Corp. 0.01% No change 877 $262K
Western Pacific Wealth Management, LP 0.27% New 875 $262K
OpenArc Corporate Advisory, LLC 0.00% New 868 $259K
Cooper Financial Group 0.03% Add +0.3% 866 $259K
Cladis Investment Advisory, LLC 0.14% No change 865 $259K
Haven Private, LLC 0.11% No change 858 $256K
Bradley Foster & Sargent Inc. 0.00% No change 857 $256K
Roxbury Financial LLC 0.23% No change 855 $255K
Fearless Solutions, LLC dba Best Invest 0.15% Reduce -0.3% 854 $255K
NBT Bank, N.A. 0.02% No change 853 $255K
Thayer Financial, L.L.C. 0.26% No change 850 $254K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -95.1% 850 $254K
Hilltop Wealth Advisors, LLC 0.15% No change 849 $254K
Compass Planning Associates Inc 0.16% Add +0.3% 849 $254K
GQG Partners LLC 0.00% Reduce -43.5% 846 $253K
Csenge Advisory Group 0.01% Reduce -7.5% 845 $253K
CFO4Life Group, LLC 0.04% No change 845 $253K
Elevation Point Wealth Partners, LLC 0.01% Add +10.8% 843 $252K
UNIVEST FINANCIAL Corp 0.01% Reduce -29.9% 843 $252K
SilverOak Wealth Management LLC 0.04% No change 842 $252K
Retirement Income Solutions, Inc. 0.04% No change 839 $251K
Heritage Family Offices, LLP 0.11% New 837 $250K
Bogart Wealth, LLC 0.01% No change 837 $250K
Francis Financial, Inc. 0.05% No change 836 $250K
Sonoma Private Wealth LLC 0.31% Add +0.8% 835 $250K
Caldwell Sutter Capital, Inc. 0.10% No change 834 $249K
Avion Wealth 0.05% No change 834 $249K
Cowa, LLC 0.07% No change 829 $248K
Midwest Professional Planners, LTD. 0.06% No change 829 $248K
Royal Capital Wealth Management, LLC 0.15% Add +0.2% 827 $247K
Kera Capital Partners, Inc. 0.03% Add +4.8% 825 $247K
Indie Asset Partners, LLC 0.28% No change 824 $246K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 821 $245K
CNB Bank 0.10% No change 820 $245K
Bison Wealth, LLC 0.02% No change 717 $245K
Mairs & Power Inc. 0.00% No change 817 $244K
Landmark Wealth Management, LLC 0.07% New 814 $243K
Schaeffer Financial LLC 0.20% No change 814 $243K
Fielder Capital Group LLC 0.05% Reduce -25.7% 811 $242K
GC Wealth Management RIA, LLC 0.01% New 810 $242K
Kovack Advisors, Inc. 0.01% Reduce -59.0% 804 $242K
Verum Partners LLC 0.05% No change 805 $241K
MBA Advisors LLC 0.09% No change 805 $240K
DUTCH ASSET Corp 0.16% Reduce -82.2% 804 $240K
Impact Partnership Wealth, LLC 0.03% Add +20.4% 803 $240K
Adkins Seale Capital Management LLC 0.24% No change 800 $239K
Smartleaf Asset Management LLC 0.01% Add +395.2% 822 $239K
Tanager Wealth Management LLP 0.02% No change 795 $238K
Capital International Investors 0.00% Reduce -55.3% 818 $237K
Clayton Financial Group LLC 0.12% Add +35.7% 795 $237K
Duncker Streett & Co. Inc. 0.05% Add +4.3% 794 $237K
United Bank 0.03% Reduce -35.2% 794 $237K
IFP Advisors, Inc 0.00% Add +1.0% 792 $237K
Jim Saulnier & Associates, LLC 0.11% New 790 $236K
Fiduciary Financial Advisors 0.21% — 790 $236K
AAF Wealth Management, LLC 0.10% No change 789 $236K
Advocacy Wealth Management, LLC 0.01% No change 789 $236K
Silvercrest Asset Management Group LLC 0.00% No change 789 $236K
Oarsman Capital, Inc. 0.03% Add +0.3% 788 $235K
Canal Capital Management, LLC 0.03% Reduce -25.2% 787 $235K
Heritage Investment Group, Inc. 0.04% No change 787 $235K
Aviance Capital Partners, LLC 0.03% Reduce -3.4% 786 $235K
Visionary Wealth Advisors 0.01% Reduce -5.5% 784 $234K
Arlington Trust Co LLC 0.02% Reduce -13.0% 783 $234K
Argent Trust Co 0.01% No change 782 $234K
McKinley Carter Wealth Services, Inc. 0.01% No change 782 $234K
Main Street Group, LTD 0.07% Reduce -14.7% 779 $233K
Mycio Wealth Partners, LLC 0.05% No change 777 $232K
Goodman Advisory Group, LLC 0.06% No change 777 $232K
Covington Investment Advisors Inc. 0.03% No change 776 $232K
Klingman & Associates, LLC 0.01% Add +2.9% 775 $232K
Waller Financial Planning Group, Inc. 0.05% Reduce -12.8% 768 $230K
Michels Family Financial, LLC 0.17% Add +0.3% 767 $229K
Davis Wealth Advisors, LLC 0.19% Reduce -15.4% 765 $229K
Fort Sheridan Advisors LLC 0.03% No change 762 $228K
Salem Investment Counselors Inc. 0.01% No change 761 $227K
Triune Financial Partners, LLC 0.05% Add +0.3% 759 $227K
Kintra Wealth, LLC 0.02% New 759 $227K
Kanawha Capital Management LLC 0.02% Reduce -3.1% 758 $227K
Detalus Advisors, LLC 0.05% Reduce -31.5% 756 $226K
Howe & Rusling Inc. 0.01% Add +0.1% 754 $225K
Bryn Mawr Trust Advisors, LLC 0.01% New 753 $225K
Z3 Capital Partners, LLC 0.06% No change 751 $224K
Level Four Advisory Services, LLC 0.01% Add +14.7% 750 $224K
Narus Financial Partners, LLC 0.06% No change 750 $224K
Harbor Investment Advisory, LLC 0.02% No change 748 $224K
Waddell & Associates, LLC 0.01% No change 747 $223K
Sentinel Pension Advisors, LLC 0.03% No change 746 $223K
Bellwether Advisors, LLC 0.04% Reduce -1.6% 745 $223K
Parisi Gray Wealth Management 0.05% Add +0.4% 743 $222K
Diversified Portfolios, Inc. 0.02% No change 739 $221K
Smith Salley Wealth Management 0.01% Reduce -3.1% 738 $221K
Anson Capital, Inc. 0.15% No change 732 $219K
Everstar Asset Management, LLC 0.12% No change 730 $218K
Investment Research Partners LLC 0.09% No change 727 $217K
Avail Investment Partners, LLC 0.23% — 727 $217K
Southern Financial Group, LLC 0.06% No change 725 $217K
Shayne & Jacobs, LLC 0.07% Reduce -17.2% 724 $216K
TTP Investments, Inc. 0.09% Add +0.1% 723 $216K
ACT Advisors, LLC. 0.09% Add +0.3% 722 $216K
Integrity Advisory Solutions, LLC 0.03% Reduce -3.9% 722 $216K
Cibc World Market Inc. 0.00% New 722 $216K
Financial Advisors Network, Inc. 0.03% No change 720 $215K
Capital Research Global Investors 0.00% New 740 $215K
Flagship Wealth Advisors, LLC 0.09% No change 750 $214K
Koshinski Asset Management, Inc. 0.01% Add +6.9% 713 $213K
Sylvest Advisors, LLC 0.11% No change 710 $212K
Certified Advisory Corp 0.02% Add +0.3% 710 $212K
Byrne Asset Management LLC 0.13% Reduce -3.4% 708 $212K
Triumph Capital Management 0.04% Add +54.6% 708 $212K
Fiduciary Trust Co 0.00% Reduce -9.6% 705 $211K
Braun-Bostich & Associates Inc. 0.13% Reduce -70.2% 704 $210K
Geneos Wealth Management Inc. 0.00% Add +0.1% 702 $210K
Golden State Wealth Management, LLC 0.02% Reduce -11.5% 701 $210K
V2 Financial group LLC 0.10% No change 700 $209K
Fonville Wealth Management LLC 0.04% No change 698 $209K
Horizon Wealth Management, LLC 0.03% No change 695 $208K
Smith Partners Wealth Management, LLC 0.19% Reduce -45.1% 694 $207K
Fragasso Financial Advisors Inc 0.01% Add +0.3% 685 $207K
Bourgeon Capital Management LLC 0.04% No change 686 $205K
Beverly Hills Private Wealth, LLC 0.03% New 683 $204K
Scharf Investments, LLC 0.01% Reduce -61.5% 680 $203K
Granite Bay Wealth Management, LLC 0.04% Add +0.3% 677 $202K
BNC Wealth Management, LLC 0.06% No change 677 $202K
Peak Asset Management, LLC 0.04% New 673 $201K
Sound Income Strategies, LLC 0.01% Add +116.3% 662 $199K
Solstein Capital, LLC 0.08% No change 665 $199K
Horizon Investments, LLC 0.00% Add +103.7% 660 $197K
Godfrey Financial Associates, Inc. 0.17% Add +8.3% 656 $196K
Marquette Asset Management, LLC 0.03% No change 633 $189K
Front Row Advisors LLC 0.06% Reduce -9.1% 633 $189K
DHJJ Financial Advisors, Ltd. 0.06% No change 623 $186K
Ballast Advisors LLC 0.05% No change 601 $180K
Beacon Investment Advisory Services, Inc. 0.01% New 587 $175K
Pinnacle Bancorp, Inc. 0.05% Reduce -4.2% 578 $173K
Strategic Investment Solutions, Inc. 0.04% Add +0.3% 568 $170K
EverSource Wealth Advisors, LLC 0.01% No change 567 $169K
Strategic Wealth Advisors LLC 0.13% No change 562 $167K
Sankala Group LLC 0.13% No change 556 $164K
CVA Family Office, LLC 0.02% No change 535 $160K
Dunhill Financial, LLC 0.04% New 528 $158K
Beaird Harris Wealth Management, LLC 0.01% Add +16.9% 526 $157K
Federation des caisses Desjardins du Quebec 0.00% No change 518 $155K
Retiremitten Financial LLC 0.07% — 506 $151K
Turim 21 Investimentos Ltda. 0.04% No change 505 $151K
Mogy Joel R Investment Counsel Inc. 0.01% No change 500 $149K
Provenance Wealth Advisors, LLC 0.02% No change 490 $146K
Grove Bank & Trust 0.02% Add +33.6% 489 $146K
Bernard Wealth Management Corp. 0.06% No change 483 $144K
Advisortrust Partners, LLC 0.06% Reduce -80.2% 478 $143K
Lowe Brockenbrough & Co. Inc. 0.01% No change 476 $142K
Capital Investment Advisory Services, LLC 0.01% Reduce -17.9% 473 $141K
Colonial Trust Co / SC 0.02% No change 472 $141K
Rossmore Private Capital 0.01% No change 463 $138K
United Financial Planning Group LLC 0.08% No change 461 $138K
Atwood & Palmer Inc. 0.01% New 448 $134K
Curio Wealth, LLC 0.05% No change 446 $133K
JPL Wealth Management, LLC 0.03% New 440 $131K
Motco 0.01% Reduce -26.1% 440 $131K
KERR FINANCIAL PLANNING Corp 0.09% Reduce -50.0% 397 $130K
Halbert Hargrove Global Advisors, LLC 0.01% No change 427 $128K
Ancora Advisors LLC 0.00% No change 422 $126K
Hughes Financial Services, LLC 0.02% No change 418 $125K
First Horizon Corp. 0.01% Reduce -3.8% 407 $122K
Caldwell Trust Co 0.01% Reduce -7.9% 406 $121K
Midway Capital Research & Management 0.11% New 400 $120K
GoalVest Advisory LLC 0.02% No change 397 $119K
Hills Bank & Trust Co 0.01% No change 395 $118K
Twin Peaks Wealth Advisors, LLC 0.03% New 394 $118K
Keating Financial Advisory Services, Inc. 0.02% Add +0.3% 389 $116K
Turtle Creek Wealth Advisors, LLC 0.01% New 375 $112K
DT Investment Partners, LLC 0.01% No change 369 $110K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 367 $110K
Dorato Capital Management 0.08% No change 353 $110K
Cornerstone Financial Management LLC 0.10% No change 365 $109K
Pillar Financial Advisors, LLC 0.06% No change 353 $105K
Richards, Merrill & Peterson, Inc. 0.04% Reduce -11.8% 350 $105K
Delta Asset Management LLC 0.01% No change 348 $104K
Intelligent Financial Strategies 0.05% No change 346 $103K
Twin Lakes Capital Management, LLC 0.05% No change 335 $100K
Integrity Financial Corp 0.05% Reduce -4.6% 334 $100K
Evolution Wealth Management Inc. 0.07% No change 325 $97K
First Pacific Financial 0.01% Add +0.3% 323 $96K
Ameriflex Group, Inc. 0.05% No change 311 $93K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 310 $93K
Colony Family Offices, LLC 0.02% Add +11.7% 306 $91K
Timmons Wealth Management, LLC 0.09% No change 305 $91K
one8zero8, LLC 0.02% No change 300 $90K
Country Trust Bank 0.00% No change 296 $88K
Bare Financial Services, Inc 0.02% No change 286 $85K
Birchwood Financial Partners, Inc. 0.08% No change 276 $83K
Peterson Wealth Management 0.05% New 275 $82K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 275 $82K
Reyes Financial Architecture, Inc. 0.07% No change 272 $81K
Blue Bell Private Wealth Management, LLC 0.01% No change 267 $80K
Resources Management Corp. /CT/ 0.01% Add +22.9% 258 $77K
Webster Bank, N. A. 0.01% No change 257 $77K
Hantz Financial Services, Inc. 0.00% Add +22.0% 255 $76K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 251 $75K
Perkins Coie Trust Co 0.01% No change 250 $75K
Granite FO LLC 0.04% No change 243 $73K
JDM Financial Group LLC 0.03% No change 241 $72K
Ameritas Investment Partners, Inc. 0.00% No change 235 $70K
Powell Investment Advisors, LLC 0.02% No change 228 $68K
Founders Financial Alliance, LLC 0.01% Add +55.2% 225 $67K
Rice Partnership, LLC 0.01% No change 223 $67K
Financial Management Professionals, Inc. 0.01% Reduce -99.7% 217 $65K
MidFirst Bank 0.01% Add +26.2% 217 $65K
Comprehensive Financial Planning, Inc. 0.04% Add +0.5% 215 $64K
Colonial Trust Advisors 0.00% No change 194 $58K
Chilton Capital Management LLC 0.00% No change 189 $56K
MCF Advisors LLC 0.00% Add +1466.7% 188 $56K
Princeton Global Asset Management LLC 0.01% No change 183 $55K
Highline Wealth Partners LLC 0.01% No change 182 $55K
Orion Capital Management LLC 0.02% No change 182 $54K
North Star Investment Management Corp. 0.00% No change 170 $51K
Jackson Hole Capital Partners, LLC 0.01% No change 166 $50K
Principia Wealth Advisory, LLC 0.03% No change 166 $50K
Thompson Investment Management, Inc. 0.01% New 164 $49K
Millstone Evans Group, LLC 0.03% No change 160 $48K
Hoertkorn Richard Charles 0.04% No change 145 $43K
Security National Bank 0.01% No change 144 $43K
Sunbelt Securities, Inc. 0.00% No change 142 $43K
Westend Capital Management, LLC 0.01% No change 141 $42K
Red Tortoise LLC 0.02% No change 141 $42K
Wiser Advisor Group LLC 0.05% No change 139 $42K
Field & Main Bank 0.01% No change 138 $41K
GHP Investment Advisors, Inc. 0.00% No change 133 $40K
Westside Investment Management, Inc. 0.01% Reduce -10.5% 128 $38K
Steigerwald, Gordon & Koch Inc. 0.00% No change 118 $35K
Angeles Wealth Management, LLC 0.00% Add +32.2% 115 $34K
Crews Bank & Trust 0.00% No change 110 $33K
Consultiva Wealth Management, Corp. 0.09% No change 103 $31K
Tripletail Wealth Management, LLC 0.04% No change 100 $30K
Anchor Investment Management, LLC 0.00% Reduce -42.5% 100 $30K
Strategic Wealth Partners, Ltd. 0.00% No change 98 $29K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 93 $28K
Van Den Berg Management I, Inc. 0.01% No change 86 $26K
International Assets Investment Management, LLC 0.00% Add +2.5% 81 $24K
Robinswood Financial LLC 0.01% No change 81 $24K
Rosenberg Matthew Hamilton 0.00% No change 80 $24K
Hurley Capital, LLC 0.01% No change 79 $24K
Broadwater Capital Management LLC 0.02% No change 75 $24K
Basecamp Wealth Advisors LLC 0.00% New 75 $22K
Tidemark, LLC 0.01% No change 71 $21K
Key Capital Management, INC 0.01% New 67 $20K
Lazard Asset Management LLC 0.00% New 112 $19K
Atlantic Private Wealth, LLC 0.01% No change 64 $19K
Topsail Wealth Management, LLC 0.00% No change 62 $19K
Wolff Wiese Magana LLC 0.01% No change 59 $18K
Crewe Advisors LLC 0.00% No change 59 $18K
Archer Investment Corp 0.00% No change 59 $18K
Quaker Wealth Management, LLC 0.01% No change 54 $16K
Whipplewood Advisors, LLC 0.01% No change 53 $16K
Rossby Financial, LCC 0.00% New 52 $16K
Sittner & Nelson, LLC 0.01% No change 51 $15K
Quent Capital, LLC 0.00% No change 51 $15K
RMG Wealth Management LLC 0.00% New 44 $15K
Evergreen Advisors, LLC 0.00% New 49 $15K
Financial Perspectives, Inc 0.00% No change 49 $15K
Tucker Asset Management LLC 0.00% Add +9.8% 45 $13K
Kilter Group LLC 0.01% No change 44 $13K
Parkside Financial Bank & Trust 0.00% No change 36 $11K
PFS Partners, LLC 0.00% No change 34 $10K
SOA Wealth Advisors, LLC. 0.00% No change 32 $10K
EPG Wealth Management LLC 0.00% No change 28 $8K
Evermay Wealth Management LLC 0.00% No change 25 $7K
Signature Equity Partners, LLC 0.00% New 24 $7K
Townsend Asset Management Corp. /NC/ 0.00% No change 24 $7K
Coston, McIsaac & Partners 0.00% No change 25 $7K
Elevated Capital Advisors, LLC 0.00% No change 23 $7K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -91.4% 22 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 20 $6K
Rogco, LP 0.00% No change 20 $6K
Fourth Dimension Wealth, LLC 0.00% No change 20 $6K
Capital & Planning, LLC 0.00% New 19 $6K
Osbon Capital Management LLC 0.00% No change 18 $5K
Prudent Man Investment Management, Inc. 0.00% No change 17 $5K
Wilkerson Advisory Group LLC 0.00% Reduce -32.0% 17 $5K
Operose Advisors LLC 0.00% No change 17 $5K
Park National Corp. 0.00% New 17 $5K
Creative Capital Management Investments LLC 0.00% No change 16 $5K
Vision Financial Markets LLC 0.00% No change 16 $5K
Monetary Solutions, Ltd 0.00% No change 15 $4K
Global Trust Asset Management, LLC 0.00% No change 15 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -33.3% 12 $4K
Central Pacific Bank - Trust Division 0.00% No change 11 $3K
West Branch Capital LLC 0.00% No change 9 $3K
Nvwm, LLC 0.00% No change 8 $2K
BNP Paribas Financial Markets 0.00% Reduce -98.9% 7 $2K
First Command Advisory Services, Inc. 0.00% New 7 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 5 $2K
WestEnd Advisors, LLC 0.00% Reduce -94.7% 4 $1K
Farmers & Merchants Investments Inc. 0.00% Add +100.0% 2 $598

"% 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.