Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $108.7M |
| Exits | 76 | $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.