Vanguard Extended Market ETFVXFETF
13F holders, Q2 2026 (June 30)1,072holders +64
101new positions
36sold out
4famous investors
$245.80avg. 13F price*
At the end of Q2 2026, 1,072 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 64 from Q1 2026. 101 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($1.1B), Envestnet Asset Management Inc. ($1.1B) and Wealthfront Advisers LLC ($849.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Extended Market ETF
- CUSIP
- 922908652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $100.0M |
| Exits | 36 | $37.4M |
All 13F filers, Q1 2026 → Q2 2026: 3,717,328 shares bought and 1,625,848 shares sold, net +2,091,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,072 holders
| Morgan Stanley | 0.06% | Add +6.5% | 4,498,051 | $1.1B |
| Envestnet Asset Management Inc. | 0.26% | Add +4.8% | 4,451,442 | $1.1B |
| Wealthfront Advisers LLC | 1.63% | Add +4.0% | 3,450,306 | $849.5M |
| Bank of America Corp. | 0.04% | Add +2.2% | 2,304,294 | $567.3M |
| Mercer Global Advisors Inc. | 0.56% | Add +36.7% | 1,833,274 | $451.4M |
| Fifth Third Bancorp | 0.56% | Reduce -0.1% | 1,403,188 | $345.5M |
| Vanguard Advisers Inc. | 1.14% | Add +2.3% | 1,356,739 | $334.0M |
| Assetmark, Inc. | 0.56% | Add +3.0% | 1,321,393 | $325.3M |
| Creative Planning | 0.16% | Reduce -3.1% | 1,102,341 | $271.4M |
| LPL Financial LLC | 0.06% | Add +4.9% | 1,064,954 | $262.2M |
| Royal Bank of Canada | 0.04% | Reduce -1.0% | 1,062,508 | $261.6M |
| Cerity Partners LLC | 0.32% | Add +12.1% | 1,062,300 | $261.5M |
| Plante Moran Financial Advisors, LLC | 11.48% | Add +20.7% | 1,002,829 | $246.9M |
| Focus Partners Wealth | 0.23% | Reduce -1.0% | 893,051 | $219.9M |
| Wealthspire Advisors, LLC | 1.14% | Add +1.8% | 838,191 | $206.4M |
| Wells Fargo & Company | 0.04% | Add +0.4% | 822,967 | $202.6M |
| Raymond James Financial Inc. | 0.05% | Add +4.8% | 784,166 | $193.1M |
| US Bancorp \de | 0.20% | Reduce -0.4% | 742,510 | $182.8M |
| UBS Group AG | 0.03% | Add +10.9% | 669,951 | $164.9M |
| Gleason Group, Inc. | 13.86% | Add +1.7% | 645,027 | $158.8M |
| Jones Financial Companies LLLP | 0.06% | Reduce -1.9% | 650,983 | $157.4M |
| SageView Advisory Group, LLC | 5.15% | Reduce -4.6% | 638,507 | $157.2M |
| TD Private Client Wealth LLC | 2.86% | Add +8.4% | 632,279 | $155.7M |
| Nepc LLC | 2.78% | Reduce -3.4% | 605,088 | $149.0M |
| Ameriprise Financial Inc. | 0.03% | Add +70.6% | 580,333 | $142.9M |
| Kestra Investment Management, LLC | 2.63% | Add +8.4% | 550,893 | $135.6M |
| Diversified Trust Co. | 2.03% | Add +1.7% | 514,903 | $126.8M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +4.2% | 444,813 | $109.5M |
| Osaic Holdings, Inc. | 0.11% | Add +13.4% | 386,289 | $95.2M |
| Stratos Wealth Partners, LTD. | 0.93% | Add +1.3% | 371,031 | $91.4M |
| Van Cleef Asset Management,Inc | 8.56% | Reduce -2.2% | 340,880 | $83.9M |
| Captrust Financial Advisors | 0.13% | Add +1.8% | 335,664 | $82.6M |
| Alliancebernstein L.P. | 0.02% | Add +17.5% | 353,403 | $72.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -7.2% | 289,189 | $71.2M |
| Natixis Advisors, LLC | 0.08% | Reduce -27.3% | 278,371 | $68.5M |
| Tenon Financial LLC | 21.67% | Add +8.9% | 273,536 | $67.3M |
| Citigroup Inc. | 0.03% | Add +7.2% | 263,792 | $64.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -0.6% | 259,693 | $63.9M |
| CIBC Bancorp USA Inc. | 0.08% | Add +11.9% | 261,653 | $63.4M |
| Cetera Investment Advisers | 0.06% | Reduce -4.3% | 250,920 | $61.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.3% | 242,018 | $59.6M |
| GeoWealth Management, LLC | 1.84% | Add +4.9% | 237,457 | $58.5M |
| Vanguard National Trust Co | 3.06% | Add +0.5% | 227,913 | $56.1M |
| Mariner, LLC | 0.06% | Reduce -3.6% | 222,692 | $54.8M |
| Act Wealth Management, LLC | 15.38% | Add +4.9% | 212,634 | $52.4M |
| Blue Trust, Inc. | 0.54% | Reduce -4.5% | 210,400 | $51.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.6% | 209,626 | $51.6M |
| James J. Burns & Company, LLC | 5.46% | Add +0.1% | 204,797 | $50.4M |
| HCR Wealth Advisors | 4.25% | Add +6.1% | 192,946 | $47.5M |
| Mayport, LLC | 7.35% | Add +5.2% | 192,454 | $47.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.9% | 191,481 | $47.1M |
| Beacon Harbor Wealth Advisors, Inc. | 9.14% | Add +50.7% | 198,535 | $46.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -6.5% | 190,267 | $46.8M |
| Coldstream Capital Management Inc. | 0.55% | Reduce -7.6% | 177,002 | $43.6M |
| Lincoln National Corp. | 1.08% | Add +1.3% | 170,932 | $42.1M |
| EP Wealth Advisors, LLC | 0.16% | Add +0.7% | 169,504 | $41.7M |
| Moody National Bank Trust Division | 3.39% | Add +0.8% | 166,374 | $41.0M |
| Legacy Private Trust Co. | 2.25% | Reduce -3.0% | 163,353 | $40.2M |
| Clearstead Advisors, LLC | 0.38% | Reduce -19.5% | 162,397 | $40.0M |
| Valmark Advisers, Inc. | 0.39% | Add +1.1% | 148,811 | $36.6M |
| Voya Financial Advisors, Inc. | 3.13% | Reduce -21.5% | 145,505 | $35.5M |
| SlateStone Wealth, LLC | 2.68% | Reduce -2.5% | 142,041 | $35.0M |
| Firestone Capital Management | 6.47% | Add +1.8% | 141,095 | $34.7M |
| Mather Group, Llc. | 0.30% | Reduce -2.8% | 140,012 | $34.5M |
| FC Advisory LLC | 8.75% | Reduce -0.5% | 134,242 | $33.1M |
| Investment Planning Advisors, Inc. | 7.17% | Add +5.3% | 125,832 | $31.0M |
| MML Investors Services, LLC | 0.06% | Add +14.5% | 123,918 | $30.5M |
| Cypress Financial Planning LLC | 7.28% | Add +2.6% | 120,709 | $29.7M |
| New England Private Wealth Advisors LLC | 2.87% | Add +3.9% | 125,792 | $29.7M |
| Stifel Financial Corp. | 0.02% | Add +2.2% | 119,173 | $29.3M |
| Strategic Investment Advisors / MI | 1.76% | Add +16.0% | 117,968 | $29.0M |
| NewEdge Advisors, LLC | 0.09% | Add +42.7% | 117,214 | $28.9M |
| BIP Wealth, LLC | 0.80% | Add +730.4% | 115,027 | $28.3M |
| First Hawaiian Bank | 3.53% | Add +1.2% | 113,133 | $27.9M |
| BlackRock, Inc. | 0.00% | Add +10.7% | 110,162 | $27.1M |
| Continuum Advisory, LLC | 2.19% | Add +1.1% | 109,789 | $27.0M |
| Lido Advisors, LLC | 0.10% | Reduce -20.0% | 108,688 | $26.8M |
| Winthrop Advisory Group LLC | 1.75% | Add +6.9% | 105,228 | $25.9M |
| Twin Focus Capital Partners, LLC | 2.53% | Add +397.3% | 101,011 | $24.9M |
| FMR LLC | 0.00% | Add +10.1% | 99,176 | $24.4M |
| Keel Point, LLC | 1.44% | Add +17.5% | 98,879 | $24.3M |
| Fairway Wealth LLC | 5.33% | Add +1.4% | 94,675 | $23.3M |
| Prime Buchholz LLC | 8.31% | Add +16.9% | 93,644 | $23.1M |
| Brown Advisory Inc. | 0.03% | Reduce -2.3% | 88,767 | $21.9M |
| Private Advisor Group, LLC | 0.10% | Reduce -6.6% | 85,655 | $21.1M |
| Boston Family Office LLC | 1.27% | Add +16.0% | 84,873 | $20.9M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -0.3% | 84,670 | $20.8M |
| N.E.W. Advisory Services LLC | 1.39% | Reduce -0.1% | 84,163 | $20.7M |
| J.W. Cole Advisors, Inc. | 0.35% | New | 82,765 | $20.4M |
| Sentinel Pension Advisors, LLC | 2.64% | Add +5.6% | 84,498 | $20.1M |
| HighTower Advisors, LLC | 0.02% | Add +7.4% | 81,196 | $20.0M |
| Summit Wealth Group, LLC | 4.06% | Add +1.4% | 80,902 | $19.9M |
| Procyon Advisors, LLC | 0.82% | Add +4.9% | 77,004 | $19.0M |
| Bessemer Group Inc. | 0.03% | Reduce -6.0% | 76,289 | $18.8M |
| Blair William & Co. | 0.05% | Reduce -3.3% | 75,777 | $18.7M |
| Principal Securities, Inc. | 0.22% | Add +0.4% | 75,730 | $18.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +13.9% | 75,162 | $18.5M |
| Applied Capital LLC | 5.90% | Add +6.7% | 74,370 | $18.3M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1.2% | 74,006 | $18.2M |
| Nuveen, LLC | 0.00% | New | 73,654 | $18.1M |
| AQR Capital Management | 0.01% | Add +82.3% | 71,178 | $17.5M |
| Affiance Financial, LLC | 2.48% | Reduce -1.0% | 70,004 | $17.2M |
| Brighton Securities Corp. | 7.38% | Add +2.3% | 69,812 | $17.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +3.1% | 69,796 | $17.2M |
| Topsail Wealth Management, LLC | 2.17% | Add +0.0% | 68,890 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +26.1% | 69,131 | $16.9M |
| Columbia River Financial Group, LLC | 8.95% | Reduce -0.8% | 67,708 | $16.7M |
| Asio Capital, LLC | 2.12% | Reduce -7.2% | 67,153 | $16.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +7.0% | 65,927 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Add +7.7% | 63,741 | $15.7M |
| West Financial Advisors, LLC | 2.38% | Reduce -0.6% | 63,648 | $15.7M |
| D.A. Davidson & Co. | 0.09% | Reduce -2.0% | 62,751 | $15.4M |
| Great Diamond Partners, LLC | 2.61% | Add +0.3% | 61,720 | $15.2M |
| Savant Capital, LLC | 0.04% | Add +98.2% | 66,806 | $15.1M |
| Segment Wealth Management, LLC | 0.78% | Add +1.2% | 61,166 | $15.1M |
| Ballentine Partners, LLC | 0.18% | Reduce -0.6% | 60,101 | $14.8M |
| Corient Private Wealth LP | 0.02% | Add +64.8% | 59,905 | $14.7M |
| Linscomb Wealth, Inc. | 0.62% | Reduce -4.4% | 58,031 | $14.3M |
| Mutual Advisors, LLC | 0.27% | Add +7.2% | 57,940 | $14.3M |
| Fort Vancouver Investment Management, LLC | 6.46% | Reduce -0.8% | 56,215 | $13.8M |
| Fiduciary Group, LLC | 1.04% | Reduce -1.9% | 53,748 | $13.2M |
| Landmark Wealth Management, Inc. | 4.36% | Add +3.7% | 53,497 | $13.2M |
| Bleakley Financial Group, LLC | 0.16% | Add +23.7% | 52,502 | $12.9M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +104.0% | 50,483 | $12.4M |
| Aurdan Capital Management, LLC | 3.09% | Reduce -38.8% | 49,422 | $12.2M |
| Jane Street Group, LLC | 0.01% | Reduce -90.5% | 49,337 | $12.1M |
| Prospera Capital Management, LLC | 3.77% | Add +43.0% | 49,210 | $12.0M |
| United Services Automobile Association | 0.97% | Reduce -4.3% | 48,761 | $12.0M |
| Marquette Associates, Inc. | 8.69% | Reduce -0.0% | 48,447 | $11.9M |
| MAI Capital Management | 0.05% | Add +13.2% | 48,259 | $11.9M |
| Plancorp, LLC | 0.29% | Add +7.1% | 49,482 | $11.8M |
| North Star Investment Management Corp. | 0.64% | Reduce -0.9% | 47,599 | $11.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -5.0% | 46,399 | $11.4M |
| World Investment Advisors | 0.19% | Reduce -0.2% | 54,593 | $11.3M |
| IFG Advisory, LLC | 0.39% | New | 45,406 | $11.2M |
| Arax Advisory Partners | 0.07% | Add +73.4% | 44,214 | $10.9M |
| Churchill Financial Advisors, LLC | 2.08% | Add +22.8% | 43,846 | $10.8M |
| Jessup Wealth Management, Inc | 3.20% | Add +3.6% | 43,511 | $10.7M |
| Pure Financial Advisors, LLC | 0.14% | Reduce -6.6% | 43,214 | $10.6M |
| Lam Group, Inc. | 5.25% | Reduce -0.0% | 42,930 | $10.6M |
| Gutierrez Wealth Advisory, LLC | 6.06% | Reduce -1.6% | 42,607 | $10.5M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -65.2% | 42,267 | $10.4M |
| SMI Advisory Services, LLC | 1.68% | Reduce -0.6% | 42,373 | $10.4M |
| Arete Wealth Advisors, LLC | 0.68% | Reduce -1.0% | 41,724 | $10.3M |
| Luminvest Wealth Management LLC | 2.37% | Add +11.1% | 41,698 | $10.2M |
| Quantinno Capital Management LP | 0.01% | Add +68.8% | 40,898 | $10.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +728.8% | 40,860 | $10.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.7% | 40,843 | $10.1M |
| Allworth Financial LP | 0.04% | Reduce -0.9% | 40,749 | $10.0M |
| Ancora Advisors LLC | 0.19% | Reduce -2.3% | 40,114 | $9.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +7.2% | 39,994 | $9.8M |
| TD Capital Management LLC | 0.79% | Reduce -0.8% | 39,255 | $9.7M |
| Journey Beyond Wealth, LLC | 7.46% | Reduce -6.9% | 38,795 | $9.6M |
| Trevian Wealth Management LLC | 4.00% | Add +15.8% | 38,153 | $9.4M |
| Earnest Partners LLC | 0.03% | Add +162.5% | 38,086 | $9.4M |
| Northern Trust Corp. | 0.00% | Add +3.6% | 37,554 | $9.2M |
| VSM Wealth Advisory, LLC | 2.46% | Reduce -1.9% | 37,552 | $9.2M |
| Flow Traders U.S. LLC | 0.37% | Reduce -28.5% | 36,892 | $9.1M |
| Boston Standard Wealth Management, LLC | 1.30% | Reduce -1.0% | 36,406 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +32.8% | 37,015 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +9.6% | 36,253 | $8.9M |
| Harfst & Associates, Inc. | 1.38% | Add +8.4% | 36,150 | $8.9M |
| Pathstone Holdings, LLC | 0.03% | Add +3.9% | 35,237 | $8.7M |
| Compass Financial Group, INC | 0.98% | Reduce -7.0% | 34,818 | $8.6M |
| Elevation Point Wealth Partners, LLC | 0.16% | Reduce -70.3% | 34,411 | $8.5M |
| Gould Asset Management LLC | 1.30% | Reduce -5.4% | 33,605 | $8.3M |
| Kintra Wealth, LLC | 0.43% | Add +1.6% | 33,008 | $8.3M |
| Wedmont Private Capital | 0.23% | Add +3.1% | 33,978 | $8.2M |
| Long Island Wealth Management, Inc. | 3.33% | Reduce -0.0% | 32,746 | $8.1M |
| Parkway Wealth Management Group, LLC | 0.92% | Add +6.5% | 32,327 | $8.0M |
| Advisor OS, LLC | 0.52% | Reduce -26.0% | 31,610 | $7.8M |
| Compass Advisory Group LLC | 1.85% | Add +0.9% | 31,610 | $7.8M |
| Geneos Wealth Management Inc. | 0.16% | Add +18.6% | 31,257 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.2% | 30,605 | $7.5M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -4.8% | 30,576 | $7.5M |
| Vicus Capital | 0.48% | Reduce -2.7% | 30,264 | $7.5M |
| Rothschild Investment LLC | 0.28% | Reduce -1.9% | 30,088 | $7.4M |
| Sanchez Levi Garrett | 3.98% | Add +14.4% | 29,822 | $7.3M |
| JFS Wealth Advisors, LLC | 0.36% | Add +2.2% | 29,251 | $7.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -3.4% | 29,222 | $7.2M |
| IFP Advisors, Inc | 0.13% | Add +5.7% | 29,079 | $7.2M |
| GTS Securities LLC | 0.15% | New | 28,670 | $7.1M |
| Atlantic Private Wealth, LLC | 4.30% | Add +1.4% | 28,524 | $7.0M |
| Echo45 Advisors LLC | 3.61% | Reduce -0.8% | 28,401 | $7.0M |
| &partners | 0.03% | Add +8.6% | 28,142 | $6.9M |
| Eagle Capital Management, LLC | 2.33% | Add +0.3% | 27,776 | $6.8M |
| Retirement Planning Group, LLC | 0.17% | Reduce -11.9% | 27,541 | $6.8M |
| Charis Legacy Partners, LLC | 8.28% | Add +2.6% | 27,350 | $6.7M |
| Safir Wealth Advisors, LLC | 4.33% | Add +1.1% | 27,092 | $6.7M |
| Warwick Investment Management, Inc. | 0.74% | Reduce -0.4% | 26,928 | $6.6M |
| GFS Advisors, LLC | 0.70% | Reduce -0.8% | 7,298 | $6.6M |
| Bfsg, LLC | 0.58% | Add +2.2% | 26,548 | $6.5M |
| Leavell Investment Management, Inc. | 0.24% | Reduce -12.2% | 26,462 | $6.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +22.8% | 26,252 | $6.5M |
| Security National Bank | 0.77% | Reduce -0.5% | 26,187 | $6.4M |
| Fulton Bank, N.A. | 0.20% | Add +198.6% | 25,973 | $6.4M |
| MontVue Capital Management, Inc. | 3.65% | Reduce -0.4% | 25,776 | $6.3M |
| Brevan Howard Capital Management LP | 0.09% | New | 25,371 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -5.0% | 24,523 | $6.0M |
| SigFig Wealth Management, LLC | 0.16% | Reduce -0.9% | 24,590 | $6.0M |
| Fragasso Financial Advisors Inc | 0.31% | Reduce -0.0% | 23,741 | $5.8M |
| XTX Topco Ltd | 0.08% | Add +1980.4% | 23,696 | $5.8M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -0.1% | 23,694 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.7% | 23,510 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Add +14.6% | 23,509 | $5.8M |
| Bartlett & Co. Wealth Management LLC | 0.07% | No change | 23,501 | $5.8M |
| Connable Office Inc. | 0.51% | Add +7.3% | 23,496 | $5.8M |
| Western Reserve Capital Management, LLC | 4.18% | Add +1.6% | 22,929 | $5.6M |
| Riverbridge Partners LLC | 0.15% | Reduce -5.1% | 22,413 | $5.5M |
| United Community Bank | 1.70% | Add +0.9% | 22,286 | $5.5M |
| Waverly Advisors, LLC | 0.03% | Add +39.7% | 22,105 | $5.4M |
| Citizens Financial Group Inc. | 0.07% | Reduce -1.5% | 22,073 | $5.4M |
| Stone Loft Wealth Management LLC | 3.09% | Add +4.4% | 22,574 | $5.4M |
| Clifford Group, LLC | 3.75% | Reduce -6.7% | 22,006 | $5.4M |
| L.K. Benson & Company, P.C. | 1.61% | Add +2.3% | 21,656 | $5.3M |
| Pitcairn Wealth Advisors LLC | 0.58% | No change | 21,544 | $5.3M |
| Vident Advisory, LLC | 0.04% | Reduce -1.8% | 21,434 | $5.3M |
| NorthRock Partners, LLC | 0.07% | Reduce -0.5% | 20,984 | $5.2M |
| Coyle Financial Counsel LLC | 0.94% | Reduce -0.4% | 20,962 | $5.2M |
| Capital Investment Management, Inc. | 1.57% | Add +0.0% | 20,775 | $5.1M |
| Copper Harbor Investment Advisors, LLC | 1.08% | — | 20,723 | $5.1M |
| Opulen Financial Group LLC | 3.20% | Add +0.9% | 20,672 | $5.1M |
| Wetzel Investment Advisors, Inc. | 1.76% | Reduce -11.0% | 20,517 | $5.1M |
| BCS Wealth Management | 0.89% | Add +7.5% | 20,020 | $4.9M |
| Curtis Advisory Group, LLC | 0.95% | Reduce -3.1% | 19,923 | $4.9M |
| Vested Financial Planning, LLC | 3.26% | Add +1.2% | 19,722 | $4.9M |
| Strategic Financial Planning, Inc. | 2.51% | New | 19,511 | $4.8M |
| Dakota Wealth Management | 0.09% | Reduce -1.0% | 19,049 | $4.7M |
| Comprehensive Financial Management LLC | 0.15% | Add +0.2% | 18,353 | $4.5M |
| Baker Ellis Asset Management LLC | 0.47% | No change | 18,274 | $4.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.53% | No change | 18,210 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +224.3% | 18,170 | $4.5M |
| Simon Quick Advisors, LLC | 0.18% | Reduce -2.1% | 17,974 | $4.4M |
| Spire Wealth Management | 0.13% | Reduce -5.8% | 17,920 | $4.4M |
| Oxford Financial Group, LTD. LLC | 0.22% | Reduce -3.4% | 17,862 | $4.4M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -0.3% | 17,611 | $4.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +812.2% | 17,551 | $4.3M |
| Armstrong Advisory Group, Inc. | 0.26% | Add +6.8% | 17,438 | $4.3M |
| Wealth Group Ltd | 0.82% | Reduce -7.7% | 17,388 | $4.3M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -23.2% | 17,281 | $4.3M |
| Regal Investment Advisors LLC | 0.22% | Add +1.3% | 16,814 | $4.1M |
| Summit Financial, LLC | 0.04% | Reduce -0.1% | 16,594 | $4.1M |
| Values Added Financial LLC | 1.46% | Reduce -0.4% | 16,363 | $4.0M |
| Jordan Park Group LLC | 0.20% | No change | 16,014 | $3.9M |
| Xena Financial Planning, LLC | 3.78% | Add +3.1% | 15,995 | $3.9M |
| Gilpin Wealth Management, LLC | 2.68% | No change | 15,755 | $3.9M |
| Partners in Financial Planning | 0.58% | Reduce -2.3% | 15,612 | $3.8M |
| Argent Trust Co | 0.11% | Add +24.1% | 15,550 | $3.8M |
| OneAscent Family Office, LLC | 1.93% | Add +866.9% | 15,538 | $3.8M |
| Gotham Asset Management | 0.01% | No change | 15,450 | $3.8M |
| Balentine LLC | 0.13% | No change | 15,375 | $3.8M |
| HBW Advisory Services LLC | 0.34% | Add +1.4% | 15,342 | $3.8M |
| Retirement Wealth Solutions LLC | 2.08% | Reduce -4.1% | 15,317 | $3.8M |
| Fiducient Advisors LLC | 0.53% | New | 15,124 | $3.7M |
| Five Pine Wealth Management | 2.07% | Add +6.7% | 14,888 | $3.7M |
| River Wealth Advisors LLC | 0.38% | Reduce -2.3% | 14,844 | $3.7M |
| Fullerton Advisors, LLC | 3.33% | Reduce -0.7% | 14,465 | $3.6M |
| Wealth Alliance, LLC | 0.29% | Add +417.8% | 14,251 | $3.5M |
| Roundview Capital LLC | 0.19% | No change | 14,238 | $3.5M |
| Stembrook Asset Management, LLC | 3.02% | Reduce -2.4% | 14,222 | $3.5M |
| Family CFO Inc | 1.33% | Reduce -2.6% | 14,089 | $3.5M |
| Warner Financial, Inc. | 1.02% | Reduce -4.2% | 14,046 | $3.5M |
| Chilton Capital Management LLC | 0.11% | Reduce -7.8% | 14,044 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +15.1% | 13,827 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -10.5% | 13,770 | $3.4M |
| Single Point Partners, LLC | 0.60% | Reduce -1.6% | 13,768 | $3.4M |
| Atlantic Union Bankshares Corp | 0.06% | Add +1.8% | 13,675 | $3.4M |
| Alpha Zero LLC | 1.27% | Add +7.8% | 13,954 | $3.3M |
| Signal Tree Financial Partners LLC | 2.18% | Reduce -3.6% | 13,385 | $3.3M |
| Bestgate Wealth Advisors, LLC | 5.24% | Add +0.3% | 13,352 | $3.3M |
| Associated Banc-Corp | 0.08% | Add +24.7% | 13,325 | $3.3M |
| Great Lakes Advisors, LLC | 0.02% | No change | 13,110 | $3.2M |
| Trust Point Inc. | 0.27% | Add +1.2% | 12,979 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Add +1.8% | 12,956 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.5% | 12,905 | $3.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.27% | Reduce -2.3% | 12,898 | $3.2M |
| LaSalle St. Investment Advisors, LLC | 0.38% | Reduce -0.5% | 12,780 | $3.1M |
| Birchwood Financial Partners, Inc. | 2.57% | Add +24.4% | 12,766 | $3.1M |
| Pacific Center for Financial Services | 0.70% | Reduce -0.0% | 12,759 | $3.1M |
| Sellwood Investment Partners LLC | 1.09% | Add +1.1% | 12,601 | $3.1M |
| Park National Corp. | 0.09% | Add +59.4% | 12,526 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +100.8% | 12,501 | $3.1M |
| Jacobi Capital Management LLC | 0.15% | Reduce -0.0% | 12,454 | $3.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.26% | Reduce -7.2% | 12,422 | $3.1M |
| Composition Wealth, LLC | 0.04% | Reduce -57.8% | 12,252 | $3.0M |
| Hamrick Investment Counsel, llc | 1.97% | Reduce -9.9% | 12,085 | $3.0M |
| Betterment LLC | 0.01% | Add +1.7% | 12,066 | $3.0M |
| Larson Financial Group LLC | 0.08% | Reduce -3.6% | 12,051 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.7% | 12,008 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +1133.9% | 12,006 | $3.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -5.9% | 11,984 | $3.0M |
| Strategic Blueprint, LLC | 0.15% | Reduce -0.1% | 11,870 | $2.9M |
| Choate Investment Advisors | 0.05% | Reduce -7.0% | 11,818 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Add +90.0% | 11,809 | $2.9M |
| CWS Financial Advisors, LLC | 0.64% | Reduce -11.9% | 11,694 | $2.9M |
| Hills Bank & Trust Co | 0.12% | Add +0.6% | 11,679 | $2.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +11.5% | 11,623 | $2.9M |
| Western Wealth Management, LLC | 0.09% | Reduce -1.0% | 11,511 | $2.8M |
| Nicolet Bankshares Inc. | 0.09% | Add +6.0% | 11,529 | $2.8M |
| Vise Technologies, Inc. | 0.03% | Add +111.2% | 11,424 | $2.8M |
| Flagship Private Wealth, LLC | 0.99% | Reduce -0.2% | 11,367 | $2.8M |
| Cypress Capital Group | 0.26% | Add +36.1% | 11,320 | $2.8M |
| Professional Financial Advisors, LLC | 0.48% | Add +34.4% | 11,290 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | Reduce -0.6% | 11,283 | $2.8M |
| UMB Bank, n.a. | 0.04% | Add +2.2% | 11,229 | $2.8M |
| Apollon Financial, LLC | 0.32% | Add +0.1% | 11,141 | $2.7M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -60.2% | 11,138 | $2.7M |
| Advyzon Investment Management, LLC | 0.20% | Add +35.7% | 11,134 | $2.7M |
| Zhang Financial LLC | 0.08% | Reduce -5.5% | 10,962 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 10,910 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.3% | 10,831 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.3% | 10,804 | $2.7M |
| Fee-Only Financial Planning, L.C. | 1.39% | No change | 10,520 | $2.6M |
| Intentional Wealth Strategies, LLC | 2.40% | Reduce -6.7% | 10,403 | $2.6M |
| Arq Wealth Advisors, LLC | 0.31% | Reduce -2.6% | 10,586 | $2.5M |
| May Hill Capital, LLC | 0.51% | Reduce -2.6% | 9,984 | $2.5M |
| FSB Premier Wealth Management, Inc. | 0.69% | Reduce -0.0% | 9,944 | $2.4M |
| Mission Hills Financial Advisory, LLC | 1.06% | Reduce -47.6% | 9,827 | $2.4M |
| Diversified Enterprises, LLC | 0.12% | Reduce -1.9% | 9,774 | $2.4M |
| PFG Advisors | 0.12% | Reduce -0.9% | 9,766 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.8% | 9,757 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.1% | 9,755 | $2.4M |
| Confluence Wealth Services, Inc. | 0.07% | Add +11.0% | 9,711 | $2.4M |
| TFC Financial Management, Inc. | 0.26% | Reduce -2.1% | 9,667 | $2.4M |
| Emergent Wealth Advisors, LLC | 1.24% | Reduce -0.4% | 9,998 | $2.4M |
| Traphagen Investment Advisors LLC | 0.17% | Reduce -3.6% | 9,645 | $2.4M |
| Lansing Street Advisors | 0.50% | Add +0.2% | 9,504 | $2.3M |
| Bank of Montreal | 0.00% | Add +3.1% | 9,490 | $2.3M |
| Facet Wealth, Inc. | 0.03% | Add +10.8% | 9,336 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Add +0.2% | 9,269 | $2.3M |
| CGN Advisors LLC | 0.17% | Add +11.6% | 9,232 | $2.3M |
| Root Financial Partners, LLC | 0.09% | Reduce -8.4% | 9,016 | $2.2M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -2.1% | 9,008 | $2.2M |
| Miller Capital Partners, Inc. | 0.87% | Add +1.0% | 8,978 | $2.2M |
| Tradition Wealth Management, LLC | 0.14% | Add +0.1% | 8,962 | $2.2M |
| Briggs Wealth Management, Inc | 2.01% | Reduce -0.5% | 8,933 | $2.2M |
| KWB Wealth | 0.19% | Reduce -1.6% | 8,911 | $2.2M |
| Daybright Advisory Services, Inc. | 0.52% | Add +1.8% | 9,233 | $2.2M |
| Callan Family Office, LLC | 0.04% | Add +161.3% | 8,805 | $2.2M |
| Acorn Financial Advisory Services Inc. | 0.29% | Reduce -0.1% | 8,801 | $2.2M |
| Calder Financial LLC | 2.04% | Add +1.0% | 8,774 | $2.2M |
| Renaissance Technologies | 0.00% | Add +30.5% | 8,742 | $2.2M |
| Hollencrest Capital Management | 0.14% | Add +0.2% | 8,603 | $2.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.0% | 8,600 | $2.1M |
| Phillips Financial Management, LLC | 0.16% | Reduce -0.8% | 8,596 | $2.1M |
| Tidal Investments LLC | 0.01% | Reduce -26.1% | 8,556 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +182.8% | 8,529 | $2.1M |
| Precedent Wealth Partners, LLC | 0.35% | Add +64.1% | 8,517 | $2.1M |
| Opus Financial Solutions LLC | 1.69% | Add +22.9% | 8,511 | $2.1M |
| Harbor Investment Advisory, LLC | 0.15% | Add +0.2% | 8,433 | $2.1M |
| Keybank National Association | 0.01% | Add +7.2% | 8,297 | $2.0M |
| HUB Investment Partners, LLC | 0.04% | Add +15.4% | 8,296 | $2.0M |
| Center For Asset Management LLC | 0.91% | Add +4.4% | 8,290 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -5.9% | 8,254 | $2.0M |
| Telos Capital Management, Inc. | 0.18% | Reduce -32.6% | 8,228 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,000 | $2.0M |
| Successful Portfolios LLC | 0.91% | Add +1.1% | 8,060 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -20.1% | 7,905 | $1.9M |
| Hunter Associates Investment Management LLC | 0.22% | No change | 7,849 | $1.9M |
| Aua Capital Management, LLC | 0.89% | No change | 7,792 | $1.9M |
| Grant Street Asset Management, Inc. | 0.31% | Add +2.8% | 7,778 | $1.9M |
| BostonPremier Wealth LLC | 0.81% | Add +5.2% | 7,761 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.11% | Add +0.1% | 7,712 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +13.1% | 7,709 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +1.3% | 7,600 | $1.9M |
| Lanark Financial, Inc. | 0.13% | Add +13.2% | 7,575 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -8.1% | 7,573 | $1.9M |
| Legacy Wealth Partners, LLC | 0.42% | Add +0.7% | 7,546 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.5% | 7,515 | $1.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -0.5% | 7,465 | $1.8M |
| TFB Advisors LLC | 0.79% | Reduce -1.3% | 7,246 | $1.8M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -2.6% | 7,129 | $1.8M |
| GSG Advisors LLC | 0.38% | Reduce -4.8% | 7,015 | $1.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +100.5% | 6,991 | $1.7M |
| Fire Capital Management LLC | 0.70% | Add +19.7% | 6,960 | $1.7M |
| Bull Street Advisors, LLC | 0.78% | Add +3.2% | 6,913 | $1.7M |
| Xcelsior Advisor Partners LLC | 0.22% | Reduce -3.1% | 6,786 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -14.6% | 6,769 | $1.7M |
| Ridge Creek Global, Inc | 1.29% | Reduce -1.5% | 6,760 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.15% | Add +0.1% | 6,650 | $1.6M |
| Yoffe Investment Management, LLC | 1.87% | No change | 6,633 | $1.6M |
| Oak Root LLC | 0.18% | Reduce -0.1% | 6,583 | $1.6M |
| AMG Asset Management Group, Inc. | 1.00% | Add +2.6% | 6,517 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 6,586 | $1.6M |
| Penn Capital Management Company, LLC | 0.10% | Reduce -72.0% | 6,315 | $1.6M |
| Burton Enright Welch | 0.18% | No change | 6,360 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +2.7% | 6,325 | $1.6M |
| Ballast, Inc. | 0.29% | Add +140.9% | 6,325 | $1.6M |
| Apella Capital, LLC | 0.02% | Add +0.0% | 6,436 | $1.6M |
| Sage Rhino Capital LLC | 0.26% | Add +0.1% | 6,313 | $1.6M |
| Lake Street Private Wealth, LLC | 0.18% | Add +2.0% | 6,245 | $1.5M |
| Cascade Financial Partners, LLC | 0.13% | Reduce -0.5% | 6,213 | $1.5M |
| Fiduciary Trust Co | 0.02% | No change | 6,164 | $1.5M |
| Blue Chip Partners, LLC | 0.10% | Add +0.2% | 6,157 | $1.5M |
| FF Advisors,LLC | 0.57% | No change | 6,150 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -1.0% | 6,054 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -13.2% | 6,042 | $1.5M |
| Stokes Family Office, LLC | 0.17% | No change | 6,000 | $1.5M |
| MCF Advisors LLC | 0.05% | Reduce -0.8% | 5,914 | $1.5M |
| GuidedMoney, LLC | 0.67% | No change | 5,898 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.59% | New | 5,746 | $1.4M |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 5,732 | $1.4M |
| WealthCollab, LLC | 0.51% | No change | 5,710 | $1.4M |
| Howard Wealth Management, LLC | 0.52% | Reduce -3.1% | 5,674 | $1.4M |
| Selective Wealth Management, Inc. | 0.36% | Add +0.0% | 5,839 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -41.6% | 5,609 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.71% | Reduce -0.6% | 5,571 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +20.0% | 5,547 | $1.4M |
| Choreo, LLC | 0.01% | Add +0.1% | 5,535 | $1.4M |
| Centerpoint Advisors, LLC | 0.38% | No change | 5,501 | $1.4M |
| Westfuller Advisors, LLC | 0.49% | Reduce -10.1% | 5,444 | $1.3M |
| Range Advisory, LLC | 0.16% | Add +15.3% | 5,421 | $1.3M |
| Lionsbridge Wealth Management LLC | 1.31% | Reduce -4.8% | 5,414 | $1.3M |
| JMN Financial LLC | 1.04% | Add +0.0% | 5,406 | $1.3M |
| Ascent Group, LLC | 0.04% | Reduce -10.4% | 5,392 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +3.9% | 5,350 | $1.3M |
| Woodmont Investment Counsel LLC | 0.07% | No change | 5,344 | $1.3M |
| Eastern Bank | 0.02% | Add +8.4% | 5,320 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +194.0% | 5,318 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +1.3% | 5,295 | $1.3M |
| Two Sigma Securities, LLC | 0.11% | Add +38.5% | 5,225 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Reduce -7.8% | 5,188 | $1.3M |
| Stratos Investment Management, LLC | 0.05% | Add +10.8% | 5,178 | $1.3M |
| Fortis Group Advisors, LLC | 0.20% | New | 5,134 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +1.0% | 5,097 | $1.3M |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -17.9% | 5,045 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -42.0% | 5,025 | $1.2M |
| Golden Road Advisors LLC | 0.60% | Reduce -0.6% | 5,007 | $1.2M |
| Macco Financial Group, Inc. | 0.80% | Reduce -1.5% | 4,983 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +17.8% | 4,940 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -18.4% | 4,932 | $1.2M |
| Roble, Belko & Company, Inc | 0.13% | Reduce -3.5% | 4,905 | $1.2M |
| F/m Investments LLC | 0.06% | No change | 4,906 | $1.2M |
| Waystone Advisors LLC | 0.90% | Add +3.7% | 4,905 | $1.2M |
| Bank of Marin | 0.84% | Reduce -1.0% | 4,868 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +27.5% | 4,841 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +2.0% | 4,841 | $1.2M |
| Capital Advisors Wealth Management, LLC | 0.14% | Add +11.8% | 4,838 | $1.2M |
| Stephens Inc. | 0.01% | Add +21.1% | 4,824 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.24% | Add +0.6% | 4,812 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +5.1% | 4,780 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -4.7% | 4,753 | $1.2M |
| Tanager Wealth Management LLP | 0.10% | Add +0.0% | 4,737 | $1.2M |
| Advance Capital Management, Inc. | 0.04% | Add +8.0% | 4,724 | $1.2M |
| Red Mountain Financial, LLC | 0.98% | Add +0.4% | 4,721 | $1.2M |
| Flputnam Investment Management Co. | 0.01% | Add +9.5% | 4,667 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | No change | 4,655 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +7.0% | 4,618 | $1.1M |
| Centaurus Financial, Inc. | 0.04% | Add +0.7% | 4,617 | $1.1M |
| Coastal Bridge Advisors, LLC | 0.07% | Reduce -3.9% | 4,600 | $1.1M |
| First Growth Capital LLC | 0.86% | No change | 4,590 | $1.1M |
| Tradewinds, LLC. | 0.25% | New | 1,008 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +45.1% | 4,512 | $1.1M |
| Aries Wealth Management | 0.22% | Add +2.3% | 4,471 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -19.2% | 4,426 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 4,451 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.28% | Add +23.3% | 4,423 | $1.1M |
| StoneX Group Inc. | 0.04% | Reduce -3.9% | 4,386 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Reduce -1.5% | 4,380 | $1.1M |
| Bluesphere Advisors LLC | 0.33% | Add +17.1% | 4,350 | $1.1M |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.6% | 4,298 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.14% | Add +0.5% | 4,285 | $1.1M |
| Inscription Capital, LLC | 0.09% | Add +1.5% | 4,276 | $1.1M |
| Greenspring Advisors, LLC | 0.06% | No change | 4,245 | $1.0M |
| Perennial Advisors, LLC | 0.16% | Reduce -1.2% | 4,244 | $1.0M |
| Coastline Trust Co | 0.09% | Reduce -66.6% | 4,220 | $1.0M |
| SouthState Bank Corp | 0.04% | No change | 4,218 | $1.0M |
| International Assets Investment Management, LLC | 0.06% | Add +3.9% | 4,234 | $1.0M |
| Joule Financial, LLC | 0.28% | New | 4,209 | $1.0M |
| Entruity Wealth, LLC | 0.67% | New | 4,191 | $1.0M |
| Washington Trust Bank | 0.07% | Reduce -1.2% | 4,184 | $1.0M |
| CVFG LLC | 0.11% | Add +0.1% | 4,180 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.06% | Add +1.4% | 4,120 | $1.0M |
| Crewe Advisors LLC | 0.07% | Reduce -2.1% | 4,117 | $1.0M |
| Secure Asset Management, LLC | 0.14% | Reduce -3.9% | 4,096 | $1.0M |
| Syverson Strege & Co | 0.22% | No change | 4,079 | $1.0M |
| Burling Wealth Partners, LLC | 0.15% | Reduce -0.8% | 4,078 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +24.8% | 4,056 | $999K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -18.1% | 4,010 | $987K |
| Sanchez Gaunt Capital Management, LLC | 0.55% | Reduce -2.1% | 3,989 | $982K |
| Midwest Trust Co | 0.01% | Add +15.3% | 3,988 | $982K |
| Traveka Wealth, LLC | 0.33% | No change | 3,987 | $982K |
| Atticus Wealth Management, LLC | 0.23% | Add +0.1% | 3,929 | $967K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -28.5% | 3,896 | $959K |
| Russell Investments Group, Ltd. | 0.00% | Add +42.7% | 3,896 | $959K |
| Fiduciary Wealth Partners, LLC | 0.52% | Reduce -0.5% | 3,844 | $946K |
| Caldwell Trust Co | 0.08% | Add +2.0% | 3,843 | $946K |
| Crux Wealth Advisors | 0.32% | Reduce -5.9% | 3,806 | $937K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +3.3% | 3,772 | $929K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -7.8% | 3,759 | $926K |
| Rik Saylor Financial, Inc. | 0.61% | Reduce -2.8% | 3,756 | $925K |
| Calton & Associates, Inc. | 0.13% | New | 3,733 | $919K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.2% | 3,720 | $916K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 3,719 | $916K |
| RPG Investment Advisory, LLC | 0.09% | Add +1.2% | 3,712 | $914K |
| Soltis Investment Advisors LLC | 0.05% | New | 3,698 | $911K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -0.3% | 3,684 | $907K |
| Sapient Capital LLC | 0.01% | Add +10.9% | 3,682 | $907K |
| Aspiriant, LLC | 0.02% | No change | 3,680 | $906K |
| Advisors Capital Management, LLC | 0.01% | Reduce -16.4% | 3,657 | $900K |
| Colter Lewis Investment Partners LLC | 0.40% | Add +1.8% | 3,648 | $898K |
| BCR Wealth Strategies, LLC | 0.25% | No change | 3,624 | $892K |
| Holos Integrated Wealth LLC | 0.41% | No change | 3,678 | $888K |
| Sunflower Bank, N.A. | 0.21% | No change | 3,605 | $888K |
| Clarity Capital Advisors, LLC | 0.37% | Add +0.1% | 3,594 | $885K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.9% | 3,589 | $884K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 3,561 | $877K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.5% | 3,523 | $867K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.1% | 3,506 | $863K |
| Sage Capital Advisors,llc | 0.18% | Reduce -0.7% | 3,501 | $862K |
| Brighton Jones LLC | 0.02% | Add +6.1% | 3,471 | $855K |
| Evanson Financial, LLC | 0.04% | — | 3,448 | $849K |
| QRG Capital Management, Inc. | 0.01% | Add +77.5% | 3,448 | $849K |
| Petix & Botte Co | 0.17% | Add +100.0% | 3,430 | $845K |
| Creekside Partners | 0.30% | No change | 3,418 | $842K |
| Money Concepts Capital Corp. | 0.04% | Add +1.0% | 3,414 | $841K |
| Global Retirement Partners, LLC | 0.01% | — | 3,411 | $840K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -44.6% | 3,367 | $829K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,365 | $828K |
| Synergy Investment Management, LLC | 0.20% | Reduce -1.8% | 3,352 | $825K |
| Mathes Company, Inc. | 0.26% | No change | 3,350 | $825K |
| 17 Capital Partners, LLC | 0.37% | Add +13.7% | 3,321 | $818K |
| LPWM LLC | 0.18% | Reduce -0.6% | 3,315 | $816K |
| Indivisible Partners | 0.05% | New | 3,307 | $814K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 3,304 | $813K |
| Wealth Architects, LLC | 0.06% | Reduce -0.0% | 3,284 | $809K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3200.0% | 3,300 | $808K |
| Bailard, Inc. | 0.02% | No change | 3,270 | $805K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.1% | 3,252 | $801K |
| Worth Asset Management, LLC | 0.25% | New | 3,197 | $787K |
| Element Wealth, LLC | 0.29% | No change | 3,183 | $784K |
| Stablepoint Partners, LLC | 0.11% | Reduce -17.3% | 3,175 | $782K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -92.0% | 3,135 | $772K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.7% | 3,092 | $761K |
| Financial Harvest, LLC | 0.31% | No change | 3,086 | $760K |
| Caprock Group, LLC | 0.01% | No change | 3,072 | $757K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.0% | 3,066 | $755K |
| Private Trust Co. NA | 0.06% | Add +24.8% | 3,063 | $754K |
| Private Management Group Inc. | 0.02% | No change | 3,062 | $754K |
| PUREfi Wealth, LLC | 0.41% | Reduce -8.9% | 3,059 | $753K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Reduce -2.8% | 3,056 | $752K |
| Strategic Family Wealth Counselors, L.L.C. | 0.17% | Add +93.0% | 3,013 | $742K |
| Schmidt P J Investment Management Inc. | 0.11% | No change | 3,000 | $739K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.8% | 2,984 | $735K |
| Park Avenue Securities LLC | 0.00% | Add +88.7% | 2,981 | $734K |
| King Wealth Management Group | 0.08% | Add +0.2% | 2,975 | $733K |
| ARS Investment Partners, LLC | 0.03% | No change | 2,975 | $732K |
| Advisortrust Partners, LLC | 0.25% | Add +1866.9% | 2,970 | $731K |
| Harpswell Capital Advisors, LLC | 0.47% | No change | 2,954 | $727K |
| Commerce Bank | 0.00% | Add +7.8% | 2,949 | $726K |
| Forum Financial Management, LP | 0.01% | Reduce -14.8% | 2,923 | $720K |
| Narwhal Capital Management | 0.05% | No change | 2,917 | $718K |
| Montecito Bank & Trust | 0.11% | Add +3.9% | 2,912 | $717K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.0% | 2,901 | $714K |
| Taylor & Morgan Wealth Management, LLC | 0.35% | No change | 2,881 | $709K |
| Odyssey Capital Advisors, Inc. | 0.51% | Reduce -2.8% | 2,872 | $707K |
| Busey Bank | 0.02% | Reduce -1.0% | 2,859 | $704K |
| Sage Mountain Advisors LLC | 0.04% | No change | 2,854 | $703K |
| ARK & TLK Investments, LLC | 0.17% | Add +3.5% | 2,853 | $702K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +19.5% | 2,851 | $702K |
| Compound Planning, Inc. | 0.02% | Add +2.2% | 2,786 | $686K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -0.1% | 2,763 | $680K |
| Tortoise Investment Management, LLC | 0.05% | No change | 2,712 | $668K |
| Ironwood Wealth Management, LLC. | 0.15% | Add +63.1% | 2,704 | $666K |
| LongView Wealth Management | 0.17% | No change | 2,676 | $659K |
| Moors & Cabot, Inc. | 0.03% | Add +19.6% | 2,645 | $651K |
| Clark Asset Management, LLC | 0.05% | New | 2,622 | $646K |
| Align Financial, LLC | 0.32% | No change | 2,610 | $643K |
| Newton One Investments LLC | 0.16% | Reduce -0.0% | 2,573 | $634K |
| Rossby Financial, LCC | 0.12% | Reduce -21.9% | 2,561 | $631K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.1% | 2,533 | $624K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +0.0% | 2,511 | $618K |
| Bridgelight Financial Advisors, Inc. | 0.42% | Reduce -3.9% | 2,500 | $616K |
| Fiscal Wisdom Wealth Management, LLC | 0.52% | Add +0.6% | 2,493 | $614K |
| Truefg, LLC | 0.14% | Add +3.2% | 2,492 | $614K |
| Bogart Wealth, LLC | 0.02% | Add +0.2% | 2,485 | $612K |
| Childress Capital Advisors, LLC | 0.10% | Add +27.5% | 2,484 | $612K |
| Baker Avenue Asset Management, LP | 0.01% | Add +24.3% | 2,481 | $611K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -4.5% | 2,473 | $609K |
| Legacy Edge Advisors, LLC | 0.06% | Add +18.0% | 2,445 | $602K |
| Fisher Asset Management | 0.00% | Add +29.8% | 2,440 | $601K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -6.6% | 2,479 | $599K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 2,429 | $598K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Reduce -3.7% | 2,428 | $598K |
| First Merchants Corp. | 0.02% | Reduce -1.7% | 2,428 | $598K |
| BSW Wealth Partners | 0.07% | No change | 2,410 | $593K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -8.1% | 2,398 | $590K |
| Advisory Alpha, LLC | 0.01% | Add +6.5% | 2,393 | $590K |
| Markowski Investments | 0.13% | — | 2,391 | $589K |
| M3 Advisory Group, LLC | 0.30% | Reduce -2.6% | 2,383 | $587K |
| Archer Investment Corp | 0.11% | Reduce -4.7% | 2,378 | $585K |
| Eagle Strategies LLC | 0.06% | Add +1.2% | 2,353 | $579K |
| Summit Wealth Partners, LLC | 0.08% | Add +115.5% | 2,336 | $575K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.0% | 2,312 | $569K |
| Sovran Advisors, LLC | 0.04% | Add +70.3% | 2,394 | $569K |
| Foguth Wealth Management, LLC. | 0.06% | Add +94.3% | 2,404 | $568K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,308 | $568K |
| Centennial Bank | 0.18% | Reduce -69.8% | 2,303 | $567K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.2% | 2,292 | $564K |
| Michels Family Financial, LLC | 0.36% | Add +0.2% | 2,290 | $564K |
| Jim Saulnier & Associates, LLC | 0.23% | New | 2,273 | $560K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 2,271 | $559K |
| Cozad Asset Management Inc. | 0.04% | Add +19.4% | 2,269 | $559K |
| Breakwater Capital Group | 0.07% | Add +4.5% | 2,237 | $551K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.1% | 2,229 | $549K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,228 | $549K |
| Maridea Wealth Management LLC | 0.06% | New | 2,219 | $546K |
| Claro Advisors Inc. | 0.06% | Reduce -4.2% | 2,205 | $543K |
| AMG National Trust Bank | 0.01% | Reduce -63.1% | 2,201 | $542K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +0.7% | 2,181 | $537K |
| Olistico Wealth, LLC | 0.23% | No change | 2,179 | $537K |
| Obermeyer Wealth Partners | 0.02% | Reduce -4.1% | 2,175 | $535K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.4% | 2,170 | $534K |
| Redwood Investment Management, LLC | 0.05% | Reduce -4.9% | 2,170 | $534K |
| Strathmore Capital Advisors, Inc. | 0.14% | No change | 2,225 | $533K |
| Hardworking Capital Advisors, LLC | 0.43% | Add +0.7% | 2,130 | $524K |
| Hanover Advisors Inc. | 0.19% | No change | 2,123 | $523K |
| Mgo One Seven LLC | 0.01% | Add +9.4% | 2,119 | $522K |
| First County Bank | 0.25% | No change | 2,104 | $518K |
| Embree Financial Group | 0.05% | Add +0.1% | 2,101 | $517K |
| Rathbones Group PLC | 0.00% | No change | 2,100 | $517K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 2,093 | $516K |
| W1M Asset Management Ltd | 0.00% | Add +6.2% | 2,080 | $512K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,094 | $511K |
| Next Level Private LLC | 0.10% | Reduce -0.1% | 2,053 | $505K |
| Reston Wealth Management LLC | 0.14% | Reduce -24.6% | 2,042 | $503K |
| Geometric Wealth Advisors | 0.05% | Add +47.2% | 2,039 | $502K |
| Symphony Financial, Ltd. Co. | 0.05% | No change | 2,032 | $500K |
| Keystone Financial Group | 0.03% | Add +79.9% | 2,024 | $498K |
| Truepoint, Inc. | 0.01% | Add +3.0% | 2,024 | $498K |
| Maseco LLP | 0.01% | No change | 2,021 | $498K |
| Capital Analysts, LLC | 0.01% | Add +1.9% | 2,019 | $497K |
| Freestone Capital Holdings, LLC | 0.01% | Add +101.0% | 2,014 | $496K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -5.0% | 2,014 | $496K |
| Garde Capital, Inc. | 0.02% | No change | 2,000 | $492K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 1,999 | $492K |
| Veridan Wealth LLC | 0.17% | Reduce -13.1% | 1,999 | $492K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,993 | $491K |
| Howland Capital Management LLC | 0.02% | No change | 1,991 | $490K |
| Trust Co. of Vermont | 0.02% | — | 1,978 | $487K |
| Spinnaker Trust | 0.02% | No change | 1,964 | $484K |
| Medallion Wealth Advisors, LLC | 0.15% | Add +53.0% | 1,962 | $483K |
| CRA Financial Services, LLC | 0.06% | Add +0.9% | 1,948 | $480K |
| Hershey Financial Advisers, LLC | 0.34% | Add +7.8% | 1,946 | $479K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 1,916 | $472K |
| S.A. Mason LLC | 0.14% | Add +91.0% | 1,910 | $470K |
| HORAN Wealth, LLC | 0.06% | Reduce -41.0% | 1,907 | $470K |
| Sequent Planning LLC | 0.10% | Add +32.2% | 1,904 | $469K |
| Schiavi & Co LLC | 0.12% | Add +0.1% | 1,896 | $467K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,889 | $465K |
| Ferguson Johnson Wealth Management Inc | 0.34% | No change | 1,883 | $463K |
| Cedar Mountain Advisors, LLC | 0.08% | Add +0.2% | 1,863 | $459K |
| Saxon Interests, Inc. | 0.12% | Reduce -8.0% | 1,829 | $450K |
| Pacific Excel Wealth Advisors, Inc. | 0.17% | New | 1,818 | $448K |
| Heritage Family Offices, LLP | 0.17% | No change | 1,818 | $448K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +4.7% | 1,816 | $447K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,804 | $444K |
| Teamwork Financial Advisors, LLC | 0.04% | No change | 1,800 | $443K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,789 | $440K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,775 | $437K |
| Private Advisory Group LLC | 0.02% | New | 1,770 | $436K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +1.1% | 1,767 | $435K |
| Integrity Alliance, Llc. | 0.01% | Add +1.4% | 1,767 | $435K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.0% | 1,765 | $434K |
| Milestone Investment Advisors LLC | 0.09% | No change | 1,758 | $433K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,755 | $432K |
| Downshift Financial, LLC | 0.19% | Reduce -6.5% | 1,734 | $427K |
| Accredited Investors Inc. | 0.02% | No change | 1,730 | $426K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -13.8% | 1,722 | $424K |
| NWF Advisory Services Inc. | 0.04% | Add +5.2% | 1,714 | $422K |
| Mitchell Sinkler & Starr | 0.17% | No change | 1,700 | $419K |
| Cannell & Spears LLC | 0.01% | No change | 1,700 | $419K |
| MKT Advisors LLC | 0.13% | No change | 1,725 | $417K |
| Prospect Financial Group LLC | 0.34% | No change | 1,692 | $417K |
| Enclave Advisors LLC | 0.05% | No change | 1,687 | $415K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +15.0% | 1,687 | $415K |
| Clearstead Trust, LLC | 0.05% | Add +11.5% | 1,681 | $414K |
| 71 West Capital Partners | 0.01% | No change | 1,673 | $412K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -3.3% | 1,732 | $412K |
| Bryant Woods Investment Advisors, LLC | 0.11% | Reduce -6.8% | 1,672 | $412K |
| New Perspectives, Inc | 0.13% | No change | 1,668 | $411K |
| Evermay Wealth Management LLC | 0.04% | Reduce -35.5% | 1,660 | $409K |
| Unconventional Investor, LLC | 0.17% | Add +0.1% | 1,652 | $407K |
| Merited Wealth, LLC | 0.29% | Reduce -0.1% | 1,649 | $406K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,707 | $406K |
| Diversify Wealth Management, LLC | 0.01% | Add +44.8% | 1,707 | $406K |
| Magnolia Private Wealth, LLC | 0.22% | Reduce -37.6% | 1,641 | $404K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 1,639 | $404K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -6.8% | 1,629 | $401K |
| Manuka Financial, LLC | 0.21% | Add +0.1% | 1,628 | $401K |
| FSA Advisors, Inc. | 0.18% | New | 1,625 | $400K |
| Glenview Trust Co | 0.01% | Add +2.5% | 1,622 | $399K |
| Smithfield Trust Co | 0.02% | No change | 1,609 | $398K |
| Mission Wealth Management, LP | 0.00% | New | 1,608 | $396K |
| Bay Capital Advisors, LLC | 0.21% | Reduce -8.7% | 1,607 | $396K |
| Belpointe Asset Management LLC | 0.01% | Add +0.3% | 1,606 | $395K |
| PFG Investments, LLC | 0.02% | Reduce -4.7% | 1,597 | $393K |
| Clientfirst Wealth Management, LLC | 0.32% | No change | 1,591 | $392K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +0.4% | 1,590 | $392K |
| Vista Capital Partners, Inc. | 0.03% | Add +6.7% | 1,586 | $390K |
| Ruggaard & Associates LLC | 0.14% | Reduce -0.4% | 1,584 | $390K |
| Innova Wealth Partners | 0.16% | Add +0.1% | 1,584 | $390K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.6% | 1,580 | $389K |
| Alerus Financial NA | 0.02% | No change | 1,575 | $388K |
| Regions Financial Corp. | 0.00% | Reduce -7.9% | 1,571 | $387K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,570 | $387K |
| Trek Financial, LLC | 0.02% | No change | 1,566 | $386K |
| Interchange Capital Partners, LLC | 0.07% | New | 1,565 | $385K |
| KilterHowling LLC | 0.17% | New | 1,562 | $385K |
| Prairie Advisory, LLC | 0.09% | — | 1,560 | $384K |
| London Co. of Virginia | 0.00% | Reduce -47.8% | 1,559 | $384K |
| Eaton Financial Holdings Company, LLC | 0.10% | Reduce -25.4% | 1,549 | $381K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -14.6% | 1,548 | $381K |
| Juno Financial Group LLC | 0.13% | Add +0.2% | 1,535 | $378K |
| Koenig Investment Advisory, LLC | 0.29% | Reduce -41.8% | 1,534 | $378K |
| Balefire, LLC | 0.06% | Reduce -0.7% | 1,527 | $376K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -11.6% | 1,525 | $375K |
| Fiduciary Financial Advisors | 0.04% | New | 1,525 | $375K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 1,517 | $374K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,515 | $373K |
| World Equity Group, Inc. | 0.08% | Add +8.5% | 1,514 | $373K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -12.0% | 1,521 | $372K |
| Global Assets Advisory, LLC | 0.08% | Add +221.3% | 1,510 | $372K |
| Meriwether Wealth & Planning, LLC | 0.18% | Add +0.5% | 1,507 | $371K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.6% | 1,505 | $370K |
| Thompson Davis & Co., Inc. | 0.22% | No change | 1,492 | $367K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,492 | $367K |
| Brown Financial Advisory | 0.15% | No change | 1,487 | $366K |
| NCM Capital Management, LLC | 0.11% | No change | 1,487 | $366K |
| First Nebraska Trust Co | 0.03% | No change | 1,483 | $365K |
| Mirador Capital Partners LP | 0.04% | Reduce -2.0% | 1,479 | $364K |
| Polaris Investment Advisors, LLC | 0.23% | No change | 1,479 | $364K |
| Westmount Partners, LLC | 0.08% | No change | 1,476 | $363K |
| Carolina Wealth Management Inc | 0.17% | — | 1,466 | $361K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -32.7% | 1,464 | $360K |
| Northstar Group, Inc. | 0.05% | Add +0.1% | 1,462 | $360K |
| Chicago Partners Investment Group LLC | 0.01% | Add +36.5% | 1,514 | $359K |
| CDM Financial Counseling Services, Inc. | 0.31% | No change | 1,456 | $359K |
| Madson Wealth Advisors Inc | 0.24% | Reduce -1.6% | 1,453 | $358K |
| Register Financial Advisors LLC | 0.11% | Add +1598.8% | 1,444 | $356K |
| M&T Bank Corp | 0.00% | No change | 1,443 | $355K |
| VestGen Advisors, LLC | 0.01% | Add +4.1% | 1,429 | $352K |
| Insight Wealth Strategies, LLC | 0.03% | New | 1,407 | $345K |
| Lantern Wealth Advisors, LLC | 0.16% | No change | 1,392 | $343K |
| Prepared Retirement Institute LLC | 0.15% | Reduce -0.1% | 1,391 | $342K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -5.0% | 1,388 | $342K |
| Mullooly Asset Management, Inc. | 0.10% | New | 1,383 | $341K |
| Intelligent Financial Strategies | 0.16% | Add +0.2% | 1,378 | $339K |
| Houlihan Financial Resource Group, Ltd. | 0.12% | No change | 1,370 | $337K |
| TFO Wealth Partners, LLC | 0.04% | No change | 1,359 | $335K |
| Verum Partners LLC | 0.05% | Reduce -14.5% | 1,358 | $334K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,355 | $334K |
| Richardson Financial Services Inc. | 0.19% | Reduce -12.7% | 1,352 | $333K |
| Curi Capital, LLC | 0.01% | Add +5.0% | 1,352 | $333K |
| GAMMA Investing LLC | 0.01% | Add +306.9% | 1,351 | $333K |
| J.Safra Asset Management Corp | 0.02% | New | 1,344 | $331K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,344 | $331K |
| Inspirion Wealth Advisors, LLC | 0.04% | Add +25.6% | 1,350 | $331K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,606 | $331K |
| Aptus Capital Advisors, LLC | 0.00% | Add +45.2% | 1,342 | $330K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +168.0% | 1,340 | $330K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 1,340 | $330K |
| Rwa Wealth Partners, LLC | 0.00% | Add +16.5% | 1,335 | $329K |
| Davis Investment Partners, LLC | 0.10% | No change | 1,334 | $328K |
| Haverford Trust Co | 0.00% | No change | 1,328 | $327K |
| Colonial Trust Advisors | 0.02% | No change | 1,316 | $324K |
| Summit Global Investments | 0.02% | Add +3.3% | 1,314 | $324K |
| Donalies Financial Planning, LLC | 0.24% | Add +0.1% | 1,314 | $323K |
| Midway Capital Research & Management | 0.25% | No change | 1,301 | $320K |
| Beacon Advisors Holdings, LLC | 0.16% | Add +0.1% | 1,298 | $320K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.2% | 1,293 | $318K |
| NBT Bank, N.A. | 0.02% | No change | 1,293 | $318K |
| Liberty Capital Management, Inc. | 0.05% | — | 1,292 | $318K |
| Fiera Capital Corp | 0.00% | No change | 1,292 | $318K |
| Pinion Investment Advisors, LLC | 0.06% | Add +9.9% | 1,290 | $318K |
| Benjamin Edwards Inc. | 0.00% | Add +32.1% | 1,288 | $317K |
| Denver Wealth Management, Inc. | 0.09% | Reduce -54.0% | 1,283 | $316K |
| AlphaCore Capital LLC | 0.01% | Add +90.8% | 1,273 | $313K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 1,263 | $311K |
| Creative Financial Designs Inc. | 0.01% | Add +15.7% | 1,262 | $311K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -31.9% | 1,260 | $310K |
| Auour Investments LLC | 0.09% | No change | 1,256 | $309K |
| Plotkin Financial Advisors, LLC | 0.13% | New | 1,255 | $309K |
| Ellsworth Advisors, LLC | 0.05% | Add +0.2% | 1,283 | $308K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 1,234 | $304K |
| D.B. Root & Company, LLC | 0.06% | Reduce -2.6% | 1,230 | $303K |
| Shakespeare Wealth Management, LLC | 0.08% | No change | 1,201 | $296K |
| SVRN Asset Management, LLC | 0.15% | No change | 1,200 | $295K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,188 | $293K |
| Bucket List Wealth Management, LLC | 0.14% | Add +0.2% | 1,180 | $291K |
| CoreCap Advisors, LLC | 0.01% | Add +7.4% | 1,180 | $290K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -6.9% | 1,179 | $290K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 1,171 | $288K |
| First National Bank of Omaha | 0.01% | No change | 1,170 | $288K |
| Farmers National Bank | 0.06% | No change | 1,167 | $287K |
| Alta Wealth Advisors LLC | 0.08% | Add +2.8% | 1,159 | $285K |
| Goldstein Advisors, LLC | 0.03% | New | 1,156 | $285K |
| Berger Financial Group, Inc | 0.01% | Reduce -14.9% | 1,155 | $284K |
| Moneco Advisors, LLC | 0.02% | Reduce -1.0% | 1,150 | $283K |
| Bragg Financial Advisors, Inc | 0.01% | Add +8.9% | 1,144 | $282K |
| Total Clarity Wealth Management, Inc. | 0.05% | Reduce -5.5% | 1,142 | $281K |
| City National Bank of Florida | 0.12% | Reduce -18.3% | 1,142 | $281K |
| Vance Wealth, LLC | 0.06% | No change | 1,138 | $280K |
| Adirondack Capital Advisors, LLC | 0.15% | Add +0.3% | 1,136 | $280K |
| Goodman Financial Corp | 0.04% | Reduce -0.9% | 1,131 | $278K |
| Journey Advisory Group, LLC | 0.02% | New | 1,128 | $278K |
| Sowell Financial Services LLC | 0.01% | Reduce -45.3% | 1,104 | $272K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | New | 1,104 | $272K |
| Parcion Private Wealth LLC | 0.01% | New | 1,100 | $271K |
| Passive Capital Management, LLC. | 0.08% | No change | 1,295 | $271K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,097 | $270K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,312 | $270K |
| ABLE Financial Group, LLC | 0.05% | Reduce -2.5% | 1,096 | $270K |
| Broadview Financial Management, LLC | 0.16% | Reduce -4.5% | 1,092 | $269K |
| Red Door Wealth Management, LLC | 0.02% | Add +0.1% | 1,090 | $268K |
| Taylor Securities Services, Inc. | 0.11% | No change | 1,088 | $268K |
| Carnegie Investment Counsel | 0.01% | No change | 1,076 | $265K |
| Daviman Financial, LLC | 0.15% | No change | 1,075 | $265K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,072 | $264K |
| XY Planning Network, Inc. | 0.03% | New | 1,072 | $264K |
| One Day In July LLC | 0.02% | Reduce -0.7% | 1,072 | $264K |
| Realta Investment Advisors | 0.08% | Add +0.1% | 1,063 | $262K |
| Baker Boyer National Bank | 0.07% | No change | 1,062 | $261K |
| PKS Advisory Services, LLC | 0.04% | New | 1,048 | $258K |
| Capital Asset Managemnet, LLC | 0.58% | Reduce -77.7% | 1,046 | $258K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,044 | $257K |
| GW&K Investment Management, LLC | 0.00% | Reduce -37.5% | 1,043 | $257K |
| SVB Wealth LLC | 0.02% | No change | 1,033 | $254K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -7.9% | 1,032 | $254K |
| Asset Dedication, LLC | 0.02% | Add +7.6% | 1,032 | $254K |
| Seamount Financial Group Inc. | 0.10% | Add +0.2% | 1,028 | $253K |
| Kingsman Wealth Management, Inc. | 0.12% | Add +0.3% | 1,024 | $252K |
| XML Financial, LLC | 0.02% | New | 1,021 | $251K |
| Centurion Wealth Management LLC | 0.06% | New | 1,016 | $250K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | No change | 1,015 | $250K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -2.0% | 1,015 | $250K |
| Hardin Capital Partners, LLC | 0.12% | New | 1,006 | $248K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,002 | $247K |
| Smith, Moore & Co. | 0.02% | No change | 1,002 | $247K |
| Retirement Planning Group, LLC / NY | 0.13% | Add +0.4% | 1,002 | $247K |
| AF Advisors, Inc. | 0.12% | No change | 1,000 | $246K |
| Bawa N Mallick Trust | 0.08% | No change | 1,000 | $246K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 1,000 | $246K |
| Beacon Financial Group | 0.02% | No change | 1,000 | $246K |
| Bank of Hawaii | 0.01% | No change | 997 | $245K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -29.8% | 997 | $245K |
| Eq LLC | 0.06% | No change | 993 | $244K |
| Bath Savings Trust Co | 0.03% | Reduce -6.6% | 992 | $244K |
| Patton Albertson Miller Group, LLC | 0.02% | New | 990 | $244K |
| Fca Corp. | 0.06% | New | 989 | $244K |
| Union Savings Bank | 0.10% | No change | 989 | $244K |
| Ritholtz Wealth Management | 0.00% | New | 983 | $242K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 974 | $240K |
| Revolve Wealth Partners, LLC | 0.02% | New | 966 | $238K |
| HighPoint Advisor Group LLC | 0.01% | New | 960 | $236K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.1% | 954 | $235K |
| Retirement Planning Co of New England, Inc. | 0.08% | New | 953 | $235K |
| Brio Consultants, LLC | 0.03% | Add +1.2% | 952 | $234K |
| KLCM Advisors, Inc. | 0.02% | New | 950 | $234K |
| Boston Research & Management Inc. | 0.05% | New | 945 | $233K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 943 | $232K |
| Griffin Asset Management, Inc. | 0.02% | New | 930 | $229K |
| Hughes Financial Services, LLC | 0.03% | Reduce -0.8% | 928 | $228K |
| Value Investment Professionals, LLC | 0.19% | New | 927 | $228K |
| RAM Investment Partners, LLC | 0.04% | New | 925 | $228K |
| Certuity, LLC | 0.01% | New | 925 | $228K |
| Avise Financial Cooperative, Inc. | 0.16% | New | 924 | $227K |
| Visionary Wealth Advisors | 0.01% | New | 922 | $227K |
| IF Advisors, LLC | 0.15% | New | 915 | $225K |
| Innovative Asset Advisors Group, LLC | 0.10% | Reduce -5.2% | 913 | $225K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 910 | $224K |
| AlTi Global, Inc. | 0.00% | New | 909 | $224K |
| Krilogy Financial LLC | 0.01% | No change | 903 | $222K |
| Birchbrook, Inc. | 0.10% | No change | 900 | $222K |
| Cibc World Market Inc. | 0.00% | New | 899 | $221K |
| Sather Financial Group Inc | 0.01% | New | 897 | $221K |
| Cornerstone Advisory, LLC | 0.02% | New | 897 | $221K |
| IHT Wealth Management, LLC | 0.00% | New | 895 | $220K |
| PMG Family Office LLC | 0.20% | New | 892 | $220K |
| Signet Investment Advisory Group, Inc. | 0.10% | New | 883 | $217K |
| Invesco Ltd. | 0.00% | Reduce -9.9% | 883 | $217K |
| Clarity Wealth Advisors, LLC | 0.04% | New | 881 | $217K |
| RFG Holdings, Inc. | 0.05% | New | 875 | $216K |
| Bridgewater Advisors Inc. | 0.01% | Add +0.2% | 889 | $214K |
| Simmons Bank | 0.01% | New | 867 | $213K |
| MorganRosel Wealth Management, LLC | 0.07% | New | 859 | $211K |
| Quotient Wealth Partners, LLC | 0.01% | New | 857 | $211K |
| BlackDiamond Wealth Management, LLC | 0.09% | New | 853 | $210K |
| Brown Miller Wealth Management, LLC | 0.05% | New | 853 | $210K |
| Lee Danner & Bass Inc. | 0.01% | New | 850 | $209K |
| Mengis Capital Management, Inc. | 0.03% | New | 850 | $209K |
| Allegheny Financial Group | 0.02% | New | 849 | $209K |
| Hilltop Wealth Advisors, LLC | 0.10% | New | 849 | $209K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 845 | $208K |
| Commonwealth Financial Services, LLC | 0.03% | New | 843 | $208K |
| Forthright Family Wealth Advisory LLC | 0.12% | Reduce -64.6% | 838 | $206K |
| Inlight Wealth Management, LLC | 0.07% | New | 837 | $206K |
| Round Rock Advisors LLC | 0.03% | New | 835 | $206K |
| Millstone Evans Group, LLC | 0.11% | Reduce -50.2% | 826 | $203K |
| TSA Wealth Managment LLC | 0.06% | New | 826 | $203K |
| Jump Financial, LLC | 0.00% | New | 819 | $202K |
| Three Bridge Wealth Advisors, LLC | 0.05% | New | 816 | $201K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.0% | 808 | $199K |
| LifeSteps Financial, Inc. | 0.09% | New | 775 | $191K |
| CVA Family Office, LLC | 0.02% | Reduce -9.4% | 774 | $191K |
| Financial Perspectives, Inc | 0.05% | Add +0.9% | 768 | $189K |
| Atlatl Advisers LLC | 0.04% | Reduce -70.4% | 732 | $180K |
| Glassman Wealth Services | 0.02% | No change | 675 | $166K |
| Portfolio Resources Advisor Group, Inc. | 0.14% | No change | 674 | $166K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 638 | $157K |
| Brooklyn FI, LLC | 0.03% | New | 641 | $152K |
| SHP Wealth Management | 0.01% | Reduce -8.7% | 618 | $152K |
| SYM FINANCIAL Corp | 0.01% | Add +15.9% | 611 | $150K |
| Acropolis Investment Management, LLC | 0.01% | No change | 596 | $147K |
| Osbon Capital Management LLC | 0.11% | No change | 581 | $143K |
| Peoples Financial Services Corp. | 0.06% | Reduce -17.9% | 573 | $141K |
| Princeton Global Asset Management LLC | 0.02% | No change | 559 | $138K |
| Entrust Financial LLC | 0.09% | Add +0.9% | 556 | $137K |
| Fairman Group, LLC | 0.11% | No change | 546 | $134K |
| Ni Acquisitions Company, LLC | 0.05% | — | 636 | $127K |
| Evolution Advisers, Inc. | 0.04% | No change | 498 | $122K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 494 | $122K |
| Abound Wealth Management | 0.02% | Add +24.1% | 464 | $114K |
| Godfrey Financial Associates, Inc. | 0.09% | No change | 454 | $112K |
| Oakworth Capital, Inc. | 0.01% | Add +71.1% | 450 | $111K |
| Compass Financial Management LLC | 0.01% | — | 440 | $108K |
| LRI Investments, LLC | 0.01% | No change | 437 | $108K |
| JNBA Financial Advisors | 0.01% | Reduce -2.8% | 419 | $103K |
| Oakmont Advisory Group, LLC | 0.09% | New | 416 | $102K |
| Addison Advisors LLC | 0.05% | No change | 413 | $102K |
| Concord Wealth Partners | 0.01% | New | 405 | $100K |
| Robinswood Financial LLC | 0.03% | New | 402 | $99K |
| Arlington Trust Co LLC | 0.01% | No change | 400 | $98K |
| DecisionPoint Financial, LLC | 0.02% | Reduce -2.2% | 399 | $98K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 394 | $97K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 365 | $90K |
| United Financial Planning Group LLC | 0.04% | No change | 353 | $87K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 352 | $87K |
| Timbuktu Capital Management, LLC | 0.13% | — | 343 | $84K |
| New Republic Capital, LLC | 0.02% | Reduce -17.6% | 328 | $81K |
| Old Second National Bank of Aurora | 0.02% | No change | 325 | $80K |
| MidFirst Bank | 0.01% | Reduce -5.8% | 325 | $80K |
| National Bank of Canada | 0.00% | Add +7.7% | 323 | $80K |
| Barrett & Company, Inc. | 0.02% | No change | 320 | $79K |
| McMillan Office, Inc. | 0.01% | No change | 301 | $74K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 300 | $74K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 297 | $73K |
| Bravera Wealth | 0.03% | No change | 294 | $72K |
| Dunhill Financial, LLC | 0.01% | No change | 292 | $72K |
| Institute for Wealth Management, LLC. | 0.01% | New | 287 | $71K |
| Tsfg, LLC | 0.01% | Reduce -11.4% | 280 | $69K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +22.5% | 278 | $69K |
| Burk Holdings LLC | 0.03% | No change | 276 | $68K |
| American National Bank & Trust | 0.01% | No change | 276 | $68K |
| Key Financial Inc | 0.01% | Reduce -0.7% | 270 | $66K |
| PFS Partners, LLC | 0.03% | Add +0.4% | 269 | $66K |
| First PREMIER Bank | 0.01% | No change | 270 | $66K |
| Piscataqua Savings Bank | 0.04% | No change | 265 | $65K |
| Rossmore Private Capital | 0.01% | No change | 264 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 263 | $65K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 251 | $62K |
| Albion Financial Group | 0.00% | No change | 250 | $62K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 245 | $60K |
| Wellington-Altus USA Inc. | 0.04% | No change | 281 | $58K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Add +0.5% | 224 | $55K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 222 | $55K |
| Bangor Savings Bank | 0.00% | No change | 222 | $55K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 216 | $53K |
| Kilter Group LLC | 0.02% | No change | 215 | $53K |
| Triumph Capital Management | 0.01% | No change | 214 | $53K |
| Matrix Private Capital Group LLC | 0.02% | No change | 200 | $49K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 200 | $49K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 199 | $49K |
| West Branch Capital LLC | 0.01% | No change | 193 | $48K |
| City Holding Co. | 0.01% | No change | 193 | $48K |
| Signature Equity Partners, LLC | 0.02% | No change | 190 | $47K |
| REAP Financial Group, LLC | 0.01% | Add +0.5% | 188 | $46K |
| Banque Transatlantique SA | 0.00% | New | 187 | $46K |
| MilWealth Group LLC | 0.01% | Reduce -6.2% | 182 | $45K |
| Caitlin John, LLC | 0.02% | Reduce -14.2% | 175 | $43K |
| Westend Capital Management, LLC | 0.01% | No change | 173 | $43K |
| Silver Grove Financial Group, Inc. | 0.02% | Reduce -1.7% | 170 | $42K |
| Western Pacific Wealth Management, LP | 0.03% | No change | 150 | $37K |
| St Germain D J Co. Inc. | 0.00% | No change | 150 | $37K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -10.8% | 148 | $36K |
| Rialto Wealth Management, LLC | 0.01% | No change | 147 | $36K |
| Copia Wealth Management | 0.02% | No change | 146 | $36K |
| City State Bank | 0.01% | No change | 146 | $36K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.7% | 143 | $35K |
| Angeles Wealth Management, LLC | 0.00% | No change | 142 | $35K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 141 | $35K |
| Ameriflex Group, Inc. | 0.01% | Add +21.9% | 139 | $34K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 139 | $34K |
| Planning Strategies Inc. | 0.02% | — | 138 | $34K |
| Walsh & Associates, LLC | 0.03% | No change | 137 | $34K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 127 | $31K |
| Clark Wealth Partners | 0.02% | Reduce -3.8% | 127 | $31K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 124 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $30K |
| Quent Capital, LLC | 0.00% | No change | 117 | $29K |
| Operose Advisors LLC | 0.01% | New | 116 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.7% | 114 | $28K |
| Wagner Wealth Management, LLC | 0.01% | No change | 113 | $28K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +130.6% | 113 | $28K |
| Sankala Group LLC | 0.02% | New | 111 | $27K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 107 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 106 | $26K |
| Meramec Financial Planners, LLC | 0.01% | Add +4.8% | 110 | $26K |
| Howe & Rusling Inc. | 0.00% | New | 105 | $26K |
| DT Investment Partners, LLC | 0.00% | Reduce -32.7% | 103 | $25K |
| Wallace Hart LLC | 0.02% | No change | 100 | $25K |
| Park Place Capital Corp | 0.00% | New | 100 | $25K |
| Kroeger Financial Partners | 0.02% | — | 99 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 98 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.0% | 97 | $24K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.1% | 96 | $23K |
| Kingdom Financial Group LLC. | 0.01% | New | 89 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 82 | $20K |
| Allied Private Wealth LLC | 0.01% | — | 80 | $19K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +1.3% | 77 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 76 | $19K |
| Truvestments Capital LLC | 0.00% | No change | 74 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -4.1% | 70 | $17K |
| EFG International AG | 0.00% | New | 70 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 68 | $17K |
| Networth Advisors, LLC | 0.01% | No change | 64 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | New | 60 | $15K |
| Manchester Capital Management LLC | 0.00% | Reduce -19.2% | 59 | $15K |
| Cornerstone Financial Management LLC | 0.01% | No change | 53 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -91.0% | 52 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 48 | $12K |
| Avion Wealth | 0.00% | No change | 50 | $12K |
| Transce3nd, LLC | 0.10% | No change | 49 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $11K |
| Beacon Financial Strategies CORP | 0.01% | No change | 44 | $11K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 38 | $9K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 36 | $9K |
| WealthShield Partners, LLC | 0.00% | Reduce -63.3% | 36 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 35 | $9K |
| HM Payson & Co. | 0.00% | No change | 35 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 33 | $8K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 32 | $8K |
| Advocate Investing Services LLC | 0.01% | No change | 27 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -44.9% | 27 | $7K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 20 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 20 | $5K |
| NBH Bank | 0.00% | — | 19 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 18 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 17 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 16 | $4K |
| NorthAvenue LLC | 0.00% | No change | 16 | $4K |
| Strive Financial Group ,LLC | 0.00% | New | 14 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 11 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 8 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 7 | $2K |
| Napier Financial, LLC | 0.00% | New | 7 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -28.6% | 5 | $1K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 4 | $985 |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $985 |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -83.3% | 3 | $739 |
| Kozak & Associates, Inc. | 0.00% | No change | 3 | $735 |
| LM Advisors LLC | 0.00% | Add +386.0% | 2,916 | $715 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 1 | $247 |
| Mosley Wealth Management | 0.00% | Reduce -99.3% | 1 | $246 |
"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.