Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q1 2024 (March 31)997holders
4famous investors
$260.07avg. 13F price*
At the end of Q1 2024, 997 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings. The largest holders were Bank of America Corp. ($2.1B), Jones Financial Companies LLLP ($623.8M) and Morgan Stanley ($504.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $172.3M |
| Exits | 63 | $94.3M |
Ownership 997 holders
| Bank of America Corp. | 0.21% | Add +25.6% | 8,236,026 | $2.1B |
| Jones Financial Companies LLLP | 0.85% | Reduce -7.7% | 2,392,556 | $623.8M |
| Morgan Stanley | 0.04% | Add +1.0% | 1,934,865 | $504.5M |
| Assetmark, Inc. | 1.11% | Reduce -2.2% | 1,311,477 | $341.9M |
| Corient Private Wealth LP | 0.41% | Add +0.8% | 888,616 | $231.7M |
| UBS Group AG | 0.07% | Add +12.2% | 859,621 | $224.1M |
| PNC Financial Services Group, Inc. | 0.15% | Add +0.1% | 842,597 | $219.7M |
| Sei Investments Co. | 0.32% | Add +6.4% | 826,736 | $215.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +5.3% | 777,231 | $202.6M |
| Mather Group, Llc. | 2.94% | Reduce -0.3% | 770,687 | $186.3M |
| Wells Fargo & Company | 0.05% | Add +2.7% | 680,999 | $177.5M |
| LPL Financial LLC | 0.09% | Add +4.0% | 632,610 | $164.9M |
| Choreo, LLC | 3.39% | Reduce -2.4% | 506,303 | $132.0M |
| Moneta Group Investment Advisors LLC | 1.90% | Add +40.7% | 447,783 | $116.7M |
| Tiaa Trust, National Association | 0.33% | Add +10.2% | 411,299 | $107.2M |
| Balyasny Asset Management L.P. | 0.27% | New | 397,164 | $103.5M |
| Truist Financial Corp. | 0.15% | Reduce -4.7% | 377,340 | $98.4M |
| Cohen Klingenstein LLC | 3.50% | Add +0.0% | 360,145 | $93.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.1% | 322,953 | $84.2M |
| US Bancorp \de | 0.12% | Add +20.8% | 322,365 | $84.0M |
| JPMorgan Chase & Co. | 0.01% | Add +0.2% | 314,062 | $81.9M |
| HighTower Advisors, LLC | 0.13% | Reduce -0.2% | 301,278 | $78.6M |
| Rockefeller Capital Management L.P. | 0.23% | Add +3.4% | 297,900 | $77.7M |
| Rwa Wealth Partners, LLC | 1.04% | Add +1.8% | 296,649 | $77.3M |
| Cetera Investment Advisers | 0.17% | Add +920.7% | 277,656 | $72.4M |
| MML Investors Services, LLC | 0.30% | Add +31.2% | 277,347 | $72.3M |
| EP Wealth Advisors, LLC | 0.79% | Add +5.5% | 259,084 | $67.5M |
| Osaic Holdings, Inc. | 0.15% | Reduce -30.4% | 256,323 | $66.9M |
| Mill Creek Capital Advisors, LLC | 1.72% | Add +2.5% | 243,272 | $63.4M |
| Commonwealth Equity Services, LLC | 0.11% | Add +7.1% | 242,697 | $63.3M |
| Raymond James & Associates | 0.04% | Reduce -4.5% | 234,711 | $61.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.8% | 217,106 | $56.6M |
| Focus Partners Wealth | 0.40% | Add +11.2% | 189,667 | $49.5M |
| Mariner, LLC | 0.10% | Reduce -0.6% | 186,392 | $48.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.4% | 174,591 | $45.5M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +9.2% | 170,219 | $44.4M |
| Lincoln National Corp. | 0.67% | Reduce -2.9% | 164,023 | $42.8M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -3.3% | 161,106 | $42.0M |
| Pathstone Holdings, LLC | 0.18% | Add +4.1% | 144,179 | $37.6M |
| American Financial Advisors, LLC | 5.27% | Reduce -2.2% | 143,554 | $37.4M |
| Stifel Financial Corp. | 0.04% | Add +10.0% | 139,513 | $36.4M |
| Summit Financial Strategies, Inc. | 4.94% | Add +0.9% | 135,912 | $35.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.1% | 126,244 | $32.9M |
| Rodgers & Associates, LTD | 4.02% | Reduce -0.2% | 120,171 | $31.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -19.3% | 118,548 | $30.9M |
| Bragg Financial Advisors, Inc | 1.37% | Add +0.4% | 117,235 | $30.6M |
| CIBC Private Wealth Group LLC | 0.06% | Add +5.6% | 114,149 | $29.5M |
| NewEdge Advisors, LLC | 0.25% | Reduce -0.3% | 108,778 | $28.4M |
| Inspirion Wealth Advisors, LLC | 4.60% | Add +0.3% | 106,860 | $27.9M |
| Strategies Wealth Advisors, LLC | 4.23% | Add +9.6% | 105,367 | $27.5M |
| Wealthspire Advisors, LLC | 0.36% | Add +29.9% | 104,334 | $27.2M |
| Jentner Corp | 9.52% | Add +0.1% | 103,936 | $27.1M |
| Mosaic Family Wealth Partners, LLC | 4.31% | Add +4.9% | 100,395 | $26.2M |
| Creative Planning | 0.03% | Reduce -7.4% | 99,066 | $25.8M |
| BHK Investment Advisors, LLC | 9.76% | Add +32.4% | 97,423 | $25.4M |
| Waldron Private Wealth LLC | 1.15% | Reduce -7.7% | 97,320 | $25.4M |
| One Day In July LLC | 3.35% | Add +4.0% | 96,707 | $25.2M |
| Members Trust Co | 0.75% | Reduce -2.6% | 96,678 | $25.2M |
| Private Advisor Group, LLC | 0.18% | Add +22.4% | 96,640 | $25.2M |
| Brickley Wealth Management | 5.71% | Add +0.5% | 95,597 | $24.9M |
| Vision Capital Management, Inc. | 3.69% | Add +24.3% | 94,787 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.9% | 93,097 | $24.3M |
| Prudential Financial Inc. | 0.03% | Reduce -28.1% | 89,732 | $23.4M |
| Avior Wealth Management, LLC | 1.08% | Add +5.3% | 88,901 | $23.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.1% | 87,010 | $22.7M |
| Cresset Asset Management, LLC | 0.11% | Add +8.2% | 85,881 | $22.4M |
| Invst, LLC | 2.63% | Add +5.1% | 85,826 | $22.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.9% | 80,330 | $20.9M |
| Exencial Wealth Advisors, LLC | 0.78% | Add +80.1% | 80,230 | $20.9M |
| Larson Financial Group LLC | 1.55% | Add +21.8% | 76,830 | $20.0M |
| Natixis Advisors, LLC | 0.04% | Add +4.3% | 74,961 | $19.5M |
| Fifth Third Bancorp | 0.08% | Add +13.3% | 73,843 | $19.3M |
| Apollon Wealth Management, LLC | 0.60% | Add +16.8% | 72,743 | $19.0M |
| McAdam, LLC | 1.21% | Add +14.8% | 72,454 | $18.9M |
| Private Portfolio Partners LLC | 3.85% | Add +0.5% | 70,792 | $18.5M |
| Atria Investments, Inc | 0.24% | Add +4.1% | 68,174 | $17.8M |
| BBJS Financial Advisors, LLC | 6.17% | Add +6.0% | 66,346 | $17.3M |
| Congress Asset Management Co. | 0.12% | Add +79.0% | 66,208 | $17.3M |
| Partners in Financial Planning | 3.73% | Add +0.1% | 64,283 | $16.8M |
| Q3 Asset Management | 4.74% | New | 64,041 | $16.7M |
| Asset Management Group, Inc. | 2.52% | Reduce -0.2% | 63,733 | $16.6M |
| SageView Advisory Group, LLC | 0.83% | Add +2024.3% | 68,444 | $16.4M |
| Comerica Bank | 0.07% | Add +4.9% | 62,565 | $16.3M |
| Sage Financial Group Inc. | 1.44% | Reduce -0.0% | 61,191 | $16.0M |
| Gallagher Fiduciary Advisors, LLC | 0.56% | Reduce -2.4% | 61,023 | $15.9M |
| Peapack Gladstone Financial Corp. | 0.25% | Reduce -2.6% | 60,711 | $15.8M |
| Total Wealth Planning, LLC | 2.72% | Reduce -0.1% | 60,613 | $15.8M |
| Performance Wealth Partners, LLC | 0.65% | Reduce -56.5% | 59,158 | $15.4M |
| LMCG Investments, LLC | 0.88% | Add +0.2% | 57,435 | $15.0M |
| Bromfield Sneider Wealth Advisors | 9.23% | Add +1.0% | 57,274 | $14.9M |
| SWAN Capital LLC | 8.46% | Reduce -5.0% | 57,057 | $14.9M |
| Stephens Inc. | 0.23% | Add +17.4% | 55,744 | $14.5M |
| Stephens Group Asset Management, LLC | 1.32% | Add +0.1% | 55,439 | $14.5M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +33.7% | 66,196 | $14.2M |
| Etfidea, LLC | 4.79% | Add +2.6% | 53,900 | $14.1M |
| Benjamin F. Edwards & Company, Inc. | 0.25% | Reduce -1.0% | 53,302 | $13.9M |
| Quest Investment Management LLC | 1.53% | No change | 52,660 | $13.7M |
| Robinswood Financial LLC | 5.80% | Reduce -4.6% | 52,603 | $13.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.4% | 51,799 | $13.5M |
| Pasadena Private Wealth, LLC | 3.10% | Add +1.9% | 51,653 | $13.5M |
| Safeguard Financial, LLC | 4.28% | Add +16.9% | 50,429 | $13.1M |
| Corrigan Financial, Inc. | 3.27% | Add +1.9% | 49,213 | $12.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +7.7% | 48,493 | $12.6M |
| FMR LLC | 0.00% | Add +27.8% | 48,267 | $12.6M |
| Garde Capital, Inc. | 0.86% | Reduce -2.9% | 47,034 | $12.3M |
| RS Crum Inc. | 3.29% | Add +0.4% | 46,266 | $12.1M |
| HTLF Bank | 1.38% | Reduce -2.3% | 46,074 | $12.0M |
| WP Advisors, LLC | 3.91% | Reduce -1.3% | 45,672 | $11.9M |
| Vawter Financial, Ltd. | 8.62% | Add +1.4% | 45,539 | $11.9M |
| Glenmede Trust Co. NA | 0.06% | Add +28.1% | 43,710 | $11.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.78% | Add +1.1% | 42,457 | $11.1M |
| Cullen/Frost Bankers, Inc. | 0.16% | Reduce -0.8% | 41,837 | $10.9M |
| Aaron Wealth Advisors LLC | 1.55% | Add +4.5% | 41,417 | $10.8M |
| Praetorian Wealth Management, Inc. | 2.87% | Add +1.5% | 41,210 | $10.7M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +5.2% | 41,035 | $10.7M |
| FC Advisory LLC | 3.92% | Add +0.1% | 40,767 | $10.6M |
| MassMutual Private Wealth & Trust, FSB | 0.32% | Add +0.3% | 39,770 | $10.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -11.0% | 39,426 | $10.3M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -0.6% | 39,064 | $10.2M |
| Jacobsen Capital Management | 4.57% | Reduce -16.4% | 37,803 | $9.9M |
| Cornerstone Wealth Advisors, Inc. | 2.97% | Add +4.1% | 37,019 | $9.7M |
| CW Advisors, LLC | 0.16% | Add +0.2% | 36,566 | $9.5M |
| Bishop & Co Investment Management, LLC | 3.91% | Reduce -47.4% | 36,225 | $9.4M |
| Cerity Partners LLC | 0.02% | Add +0.9% | 36,409 | $9.4M |
| Avantax Planning Partners, Inc. | 0.30% | Reduce -10.7% | 36,009 | $9.4M |
| Whitaker-Myers Wealth Managers, LTD. | 3.92% | Add +25.9% | 35,678 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -5.4% | 34,355 | $9.0M |
| Captrust Financial Advisors | 0.03% | Reduce -16.9% | 33,873 | $8.8M |
| Presilium Private Wealth, LLC | 2.26% | Add +0.1% | 32,743 | $8.5M |
| Marion Wealth Management | 2.52% | Reduce -1.4% | 32,437 | $8.5M |
| Highland Capital Management, LLC | 0.48% | Reduce -4.5% | 32,174 | $8.4M |
| Arvest Investments, Inc. | 1.33% | Reduce -5.9% | 32,079 | $8.4M |
| Relyea Zuckerberg Hanson LLC | 1.46% | Reduce -4.6% | 31,984 | $8.3M |
| RFG Advisory, LLC | 0.28% | Add +51.0% | 31,745 | $8.3M |
| Clayton Financial Group LLC | 3.74% | Add +5.4% | 31,545 | $8.2M |
| Archford Capital Strategies, LLC | 1.37% | Add +12.0% | 31,383 | $8.2M |
| Fee-Only Financial Planning, L.C. | 5.48% | Reduce -0.0% | 31,135 | $8.1M |
| Financial Planning & Information Services, Inc. | 1.22% | Reduce -4.8% | 31,112 | $8.1M |
| Old National Bancorp | 0.19% | Reduce -6.7% | 31,006 | $8.1M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -2.2% | 30,453 | $7.9M |
| Blair William & Co. | 0.02% | Add +4.2% | 29,985 | $7.8M |
| Jmac Enterprises LLC | 1.45% | Add +12.0% | 29,823 | $7.8M |
| Ifrah Financial Services, Inc. | 2.16% | Add +4.2% | 29,602 | $7.7M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -0.6% | 29,123 | $7.6M |
| Ratio Wealth Group | 1.37% | Add +8.4% | 28,314 | $7.4M |
| Advisory Services Network, LLC | 0.16% | Add +64.8% | 28,157 | $7.3M |
| Cornerstone Management, Inc. | 1.61% | Add +0.9% | 27,842 | $7.3M |
| Towerpoint Wealth, LLC | 3.64% | Add +1.4% | 27,757 | $7.2M |
| Capital Advisors Wealth Management, LLC | 1.50% | Reduce -26.5% | 27,677 | $7.2M |
| Financial Management Professionals, Inc. | 1.06% | Add +3852.0% | 27,664 | $7.2M |
| Bank of Montreal | 0.00% | Add +5.8% | 27,439 | $7.2M |
| Merit Financial Group, LLC | 0.17% | Add +28.4% | 28,760 | $7.1M |
| GHP Investment Advisors, Inc. | 0.35% | Add +2.4% | 27,310 | $7.1M |
| Savant Capital, LLC | 0.08% | Add +3.7% | 26,025 | $6.8M |
| Waverly Advisors, LLC | 0.16% | Add +10.1% | 25,995 | $6.8M |
| Penserra Capital Management LLC | 0.08% | New | 25,890 | $6.8M |
| Focus Financial Network, Inc. | 0.33% | — | 28,250 | $6.7M |
| Focused Wealth Management, Inc | 1.04% | Add +7.3% | 25,654 | $6.7M |
| Northern Trust Corp. | 0.00% | Add +10.8% | 24,863 | $6.5M |
| Trust Point Inc. | 0.50% | Add +38.4% | 24,598 | $6.4M |
| Axiom Advisory, LLC | 4.71% | Add +2.5% | 24,547 | $6.4M |
| SkyOak Wealth, LLC | 1.53% | Add +0.9% | 24,487 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +1.7% | 23,607 | $6.2M |
| Cwm, LLC | 0.03% | Add +3.0% | 23,177 | $6.0M |
| Wesbanco Bank Inc. | 0.23% | Add +330.9% | 23,172 | $6.0M |
| HB Wealth Management, LLC | 0.08% | Add +0.7% | 23,130 | $6.0M |
| River Wealth Advisors LLC | 0.86% | Add +0.5% | 22,748 | $5.9M |
| AE Wealth Management LLC | 0.07% | Reduce -50.5% | 22,589 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -1.1% | 21,587 | $5.6M |
| Wolff Financial Management LLC | 1.64% | Reduce -3.5% | 21,564 | $5.6M |
| Blue Investment Partners LLC | 2.88% | Reduce -14.4% | 21,258 | $5.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.27% | Add +9.1% | 21,236 | $5.5M |
| Arax Advisory Partners | 0.58% | Add +56.6% | 20,927 | $5.5M |
| Jane Street Group, LLC | 0.01% | New | 20,724 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +1188.6% | 20,604 | $5.4M |
| Texas Yale Capital Corp. | 0.24% | Reduce -4.7% | 20,450 | $5.3M |
| Manchester Capital Management LLC | 0.66% | Reduce -0.3% | 20,396 | $5.3M |
| Valley National Advisers Inc. | 0.79% | Add +60.6% | 20,043 | $5.2M |
| Quent Capital, LLC | 0.60% | Add +13.7% | 19,570 | $5.1M |
| Bradley Foster & Sargent Inc. | 0.09% | No change | 18,552 | $4.8M |
| Independent Financial Group, LLC | 0.22% | Reduce -5.1% | 18,481 | $4.8M |
| Leeward Financial Partners, LLC | 2.04% | Add +16.8% | 18,458 | $4.8M |
| Prosperity Planning, Inc. | 2.31% | Add +5.1% | 18,308 | $4.8M |
| CX Institutional | 0.23% | Reduce -0.8% | 18,243 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -10.4% | 18,176 | $4.7M |
| Performa Ltd (US), LLC | 2.08% | Add +0.1% | 18,120 | $4.7M |
| Strategic Investment Advisors / MI | 0.60% | Add +3.5% | 18,078 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +27.7% | 17,758 | $4.6M |
| Tenret Co LLC | 3.21% | Add +3.2% | 17,446 | $4.5M |
| Citigroup Inc. | 0.00% | Add +98.0% | 17,324 | $4.5M |
| Betterment LLC | 0.01% | Add +1.9% | 17,088 | $4.5M |
| CJM Wealth Advisers, Ltd. | 1.67% | Add +9.8% | 16,903 | $4.4M |
| Councilor Wealth, LLC | 2.17% | Add +0.9% | 16,637 | $4.3M |
| Essential Planning, LLC. | 2.17% | Reduce -0.2% | 17,941 | $4.3M |
| CENTRAL TRUST Co | 0.11% | Reduce -4.6% | 16,580 | $4.3M |
| Commerce Bank | 0.03% | Add +7.0% | 16,473 | $4.3M |
| Joel Isaacson & Co., LLC | 0.24% | Add +2.9% | 16,458 | $4.3M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.3% | 16,446 | $4.3M |
| Veery Capital, LLC | 1.75% | Add +1.7% | 16,363 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +60.5% | 16,319 | $4.3M |
| Chicago Partners Investment Group LLC | 0.18% | Add +7.8% | 17,290 | $4.2M |
| First Horizon Advisors, Inc. | 0.13% | Add +1.8% | 16,177 | $4.2M |
| Perigon Wealth Management, LLC | 0.13% | Add +5.3% | 15,822 | $4.1M |
| Titleist Asset Management, LLC | 0.72% | Add +6.1% | 15,783 | $4.1M |
| Holderness Investments Co. | 1.00% | Reduce -0.6% | 15,688 | $4.1M |
| Wealthfront Advisers LLC | 0.01% | Add +25.3% | 15,559 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Add +0.9% | 15,339 | $4.0M |
| Black Diamond Financial, LLC | 1.07% | No change | 16,434 | $4.0M |
| Brookstone Capital Management | 0.07% | Add +606.0% | 15,130 | $3.9M |
| Tower View Wealth Management LLC | 2.31% | Add +0.5% | 15,127 | $3.9M |
| Dopkins Wealth Management, LLC | 2.37% | Add +3.2% | 15,085 | $3.9M |
| Ackerman Capital Advisors, LLC | 1.08% | Reduce -0.4% | 14,978 | $3.9M |
| Cornerstone Advisory, LLC | 0.55% | Add +89.2% | 14,844 | $3.9M |
| Martel Wealth Advisors LLC | 0.83% | Reduce -3.7% | 14,768 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +4.8% | 14,665 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.5% | 14,423 | $3.8M |
| SOA Wealth Advisors, LLC. | 0.77% | Add +0.3% | 14,272 | $3.7M |
| Riversedge Advisors, LLC | 0.92% | Add +11.8% | 14,238 | $3.7M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -0.9% | 14,075 | $3.7M |
| Nabity-Jensen Investment Management Inc | 3.01% | Reduce -0.7% | 14,031 | $3.7M |
| LifePlan Investment Advisors, Inc. | 2.91% | Add +56.6% | 14,002 | $3.7M |
| Center for Financial Planning, Inc. | 0.54% | Reduce -1.4% | 13,936 | $3.6M |
| Probity Advisors, Inc. | 0.73% | Reduce -1.2% | 13,620 | $3.6M |
| Eclectic Associates Inc. | 1.62% | Reduce -0.6% | 13,614 | $3.5M |
| Creative Financial Designs Inc. | 0.33% | Add +14.4% | 13,537 | $3.5M |
| FAS Wealth Partners, Inc. | 0.31% | Add +1.4% | 13,420 | $3.5M |
| Curbstone Financial Management Corp | 0.76% | Reduce -0.4% | 13,420 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -9.8% | 13,394 | $3.5M |
| Mainsail Asset Management, LLC | 2.81% | Add +12.2% | 13,238 | $3.5M |
| Everhart Financial Group, Inc. | 0.99% | Add +8.0% | 13,097 | $3.4M |
| Wellington Wealth Strategies, LLC. | 1.58% | New | 13,053 | $3.4M |
| Meritage Portfolio Management | 0.22% | Add +68.7% | 13,000 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +2.1% | 12,951 | $3.4M |
| SFI Advisors, LLC | 2.62% | Add +21.4% | 12,796 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -72.9% | 12,792 | $3.3M |
| Acropolis Investment Management, LLC | 0.21% | Reduce -3.2% | 12,522 | $3.3M |
| Evergreen Wealth Management, LLC | 2.19% | No change | 12,428 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -1.6% | 12,395 | $3.2M |
| First Heartland Consultants, Inc. | 0.33% | New | 12,101 | $3.2M |
| Advisory Alpha, LLC | 0.13% | New | 12,070 | $3.1M |
| NewEdge Wealth, LLC | 0.07% | Add +9.1% | 12,632 | $3.1M |
| Associated Banc-Corp | 0.10% | Reduce -2.2% | 11,811 | $3.1M |
| SilverOak Wealth Management LLC | 0.75% | Add +0.7% | 11,645 | $3.0M |
| Townsquare Capital LLC | 0.04% | Reduce -31.1% | 11,644 | $3.0M |
| Mechanics Bank Trust Department | 0.45% | Add +6.3% | 11,632 | $3.0M |
| Warner Financial, Inc. | 1.51% | Add +0.2% | 11,575 | $3.0M |
| TAGStone Capital, Inc. | 1.76% | Add +0.1% | 11,518 | $3.0M |
| Fermata Advisors, LLC | 0.67% | Reduce -20.1% | 11,479 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -19.1% | 11,477 | $3.0M |
| MTC Wealth Management LLC | 1.37% | Reduce -3.2% | 11,465 | $3.0M |
| Brighton Jones LLC | 0.11% | Add +0.1% | 11,462 | $3.0M |
| Cranbrook Wealth Management, LLC | 0.76% | Reduce -4.0% | 11,455 | $3.0M |
| OneDigital Investment Advisors LLC | 0.05% | Add +10.2% | 11,447 | $3.0M |
| Zeit Capital LLC | 2.40% | Add +0.3% | 11,404 | $3.0M |
| Western Wealth Management, LLC | 0.23% | Add +3.3% | 11,312 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.3% | 11,230 | $2.9M |
| Connecticut Wealth Management, LLC | 0.15% | Reduce -2.4% | 11,145 | $2.9M |
| Verdence Capital Advisors LLC | 0.26% | Reduce -8.8% | 10,997 | $2.9M |
| Shelton Wealth Management, LLC | 1.79% | Reduce -9.9% | 10,940 | $2.9M |
| Disciplined Investments, LLC | 1.55% | Add +2.7% | 10,880 | $2.8M |
| Carnegie Investment Counsel | 0.09% | Add +3.7% | 10,833 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.29% | Add +16.5% | 10,773 | $2.8M |
| Juncture Wealth Strategies, LLC | 1.21% | Add +64.6% | 10,748 | $2.8M |
| RTD Financial Advisors, Inc. | 0.37% | Reduce -2.5% | 10,669 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -11.8% | 10,600 | $2.8M |
| KPP Advisory Services LLC | 0.75% | New | 10,503 | $2.7M |
| Krilogy Financial LLC | 0.21% | Add +3.1% | 10,341 | $2.7M |
| Cedrus LLC | 1.45% | Add +9.2% | 10,207 | $2.7M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -0.3% | 10,095 | $2.6M |
| Raymond James Trust N.A. | 0.06% | Reduce -2.5% | 10,015 | $2.6M |
| MAS Advisors LLC | 2.99% | No change | 9,927 | $2.6M |
| TFB Advisors LLC | 0.93% | Add +12.0% | 10,564 | $2.6M |
| MSH Capital Advisors LLC | 0.90% | Reduce -1.8% | 9,793 | $2.6M |
| G2 Capital Management, LLC / Oh | 0.82% | Add +0.1% | 9,736 | $2.5M |
| PFG Advisors | 0.18% | Add +3.0% | 9,712 | $2.5M |
| Algorithmic Investment Models, LLC | 1.85% | Reduce -42.1% | 9,654 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Add +140.0% | 9,565 | $2.5M |
| Compass Ion Advisors, LLC | 0.36% | Reduce -1.2% | 9,526 | $2.5M |
| Aire Advisors, LLC | 0.56% | Add +0.1% | 9,474 | $2.5M |
| Worth Asset Management, LLC | 1.52% | New | 9,480 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +7.7% | 9,444 | $2.5M |
| TD Private Client Wealth LLC | 0.08% | Add +5.9% | 9,367 | $2.4M |
| American Financial & Tax Strategies Inc. | 1.30% | Add +1.8% | 9,269 | $2.4M |
| Global Trust Asset Management, LLC | 0.97% | Reduce -0.4% | 9,084 | $2.4M |
| Sterling Financial Planning, Inc. | 0.96% | Reduce -3.0% | 9,045 | $2.4M |
| Bessemer Group Inc. | 0.00% | Reduce -2.5% | 8,853 | $2.3M |
| Falcon Wealth Planning | 0.37% | Reduce -3.2% | 8,851 | $2.3M |
| Simmons Bank | 0.17% | Reduce -0.1% | 8,794 | $2.3M |
| Dentgroup LLC | 1.87% | Reduce -2.4% | 8,659 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.35% | Reduce -14.7% | 8,651 | $2.3M |
| Trustmark Bank Trust Department | 0.18% | Add +3.6% | 8,648 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +21.9% | 9,054 | $2.2M |
| Keybank National Association | 0.01% | Add +0.1% | 8,436 | $2.2M |
| Wrenne Financial Planning LLC | 1.62% | Reduce -24.7% | 8,421 | $2.2M |
| Brown Wealth Management, LLC | 0.91% | Add +2.4% | 8,410 | $2.2M |
| Royal Fund Management, LLC | 0.25% | Reduce -3.9% | 8,366 | $2.2M |
| Goodwin Investment Advisory | 1.03% | Reduce -2.6% | 8,375 | $2.2M |
| Prospera Financial Services Inc | 0.06% | Reduce -16.4% | 8,167 | $2.1M |
| Financial Counselors Inc. | 0.04% | Reduce -13.8% | 8,158 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -20.5% | 8,079 | $2.1M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -1.8% | 8,040 | $2.1M |
| Tritonpoint Wealth, LLC | 0.22% | Add +10.8% | 9,558 | $2.1M |
| Alethea Capital Management, LLC | 1.69% | Add +4.6% | 7,979 | $2.1M |
| PFG Investments, LLC | 0.12% | Add +293.4% | 7,680 | $2.0M |
| BTC Capital Management, Inc. | 0.18% | — | 7,660 | $2.0M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -36.5% | 7,643 | $2.0M |
| Argent Trust Co | 0.09% | Reduce -1.9% | 7,630 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.1% | 7,567 | $2.0M |
| GC Wealth Management RIA, LLC | 0.39% | Add +58.7% | 7,396 | $1.9M |
| Integrity Wealth Solutions LLC | 1.24% | Add +1.2% | 7,306 | $1.9M |
| Vickerman Investment Advisors, Inc. | 0.61% | Add +0.1% | 7,299 | $1.9M |
| Insight Advisors, LLC/ PA | 0.37% | Add +7.4% | 7,294 | $1.9M |
| Silver Lake Advisory, LLC | 0.46% | New | 7,261 | $1.9M |
| OneAscent Financial Services LLC | 0.21% | Add +16.3% | 7,232 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +6.1% | 7,212 | $1.9M |
| Procyon Advisors, LLC | 0.15% | Add +240.1% | 7,211 | $1.9M |
| Richardson Financial Services Inc. | 1.32% | Reduce -20.0% | 7,188 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -15.4% | 7,151 | $1.9M |
| Tradition Wealth Management, LLC | 0.19% | Add +1.0% | 7,134 | $1.9M |
| Noble Family Wealth, LLC | 0.53% | Reduce -0.7% | 7,080 | $1.8M |
| Horizon Bancorp Inc. | 0.87% | Add +1.6% | 7,019 | $1.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | Reduce -2.6% | 6,952 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +12.2% | 6,835 | $1.8M |
| Cooksen Wealth, LLC | 1.85% | Add +3.1% | 6,815 | $1.8M |
| Lee Financial Group Hawaii, Inc. | 1.39% | Add +0.6% | 6,815 | $1.8M |
| Curtis Advisory Group, LLC | 0.69% | Add +7.8% | 6,808 | $1.8M |
| Bokf, NA | 0.03% | Add +18.4% | 6,860 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +26.9% | 6,769 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +26.9% | 6,769 | $1.8M |
| Acorn Financial Advisory Services Inc. | 0.33% | Reduce -0.6% | 6,765 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -8.6% | 6,741 | $1.8M |
| Advisors Capital Management, LLC | 0.03% | Add +1.4% | 6,737 | $1.8M |
| Harbour Capital Advisors, LLC | 0.43% | Reduce -0.7% | 6,911 | $1.8M |
| Richard P Slaughter Associates Inc | 0.43% | Reduce -3.4% | 6,727 | $1.8M |
| Simon Quick Advisors, LLC | 0.13% | Add +0.1% | 6,715 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.66% | Reduce -2.1% | 6,729 | $1.8M |
| Matisse Capital | 0.84% | New | 6,711 | $1.7M |
| Kades & Cheifetz LLC | 1.11% | Add +0.2% | 6,655 | $1.7M |
| Truepoint, Inc. | 0.05% | Reduce -1.8% | 6,640 | $1.7M |
| LexAurum Advisors, LLC | 0.44% | Add +2.1% | 6,616 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.23% | Add +405.0% | 6,615 | $1.7M |
| Transcend Capital Advisors, LLC | 0.14% | Add +19.4% | 6,599 | $1.7M |
| Founders Financial Securities LLC | 0.18% | Add +120.3% | 6,568 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +67.0% | 6,542 | $1.7M |
| Grey Ledge Advisors, LLC | 0.48% | Reduce -2.1% | 6,522 | $1.7M |
| Bridge Advisory, LLC | 0.84% | Add +63.0% | 6,515 | $1.7M |
| IHT Wealth Management, LLC | 0.07% | Add +3.1% | 6,495 | $1.7M |
| Moneco Advisors, LLC | 0.27% | Add +1.2% | 6,477 | $1.7M |
| Covington Investment Advisors Inc. | 0.27% | Add +5.4% | 6,450 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.59% | No change | 6,437 | $1.7M |
| Cascade Wealth Advisors, Inc | 1.42% | — | 6,731 | $1.7M |
| Petix & Botte Co | 0.41% | Add +242.7% | 6,374 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +26.6% | 6,345 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +12.4% | 6,290 | $1.6M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -12.6% | 6,111 | $1.6M |
| Dravo Bay LLC | 0.95% | Add +13.6% | 6,095 | $1.6M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -46.9% | 6,036 | $1.6M |
| Meridian Financial Advisors, LLC | 1.17% | Reduce -0.5% | 6,029 | $1.6M |
| WealthPLAN Partners, LLC | 0.16% | Add +3.6% | 6,021 | $1.6M |
| Signet Financial Management, LLC | 0.21% | Reduce -3.1% | 5,977 | $1.6M |
| Goepper Burkhardt LLC | 0.72% | Reduce -6.2% | 6,158 | $1.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +8.6% | 5,879 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +6.1% | 5,845 | $1.5M |
| Paces Ferry Wealth Advisors, LLC | 0.97% | New | 5,816 | $1.5M |
| Fortis Capital Advisors, LLC | 0.64% | Reduce -28.7% | 5,793 | $1.5M |
| Belpointe Asset Management LLC | 0.11% | Reduce -28.7% | 5,793 | $1.5M |
| Smithbridge Asset Management Inc. | 0.31% | Add +0.6% | 5,793 | $1.5M |
| Sage Mountain Advisors LLC | 0.16% | Add +53.4% | 5,740 | $1.5M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -1.2% | 6,125 | $1.5M |
| Rebalance, LLC | 0.12% | Reduce -1.5% | 5,702 | $1.5M |
| Ally Invest Advisors Inc. | 0.15% | Add +18.4% | 5,683 | $1.5M |
| MAI Capital Management | 0.02% | Add +24.5% | 5,663 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -5.8% | 5,639 | $1.5M |
| Consolidated Portfolio Review Corp | 0.38% | Reduce -2.8% | 5,554 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.31% | Add +0.8% | 5,545 | $1.4M |
| Opus Capital Group, LLC | 0.21% | No change | 5,449 | $1.4M |
| Topel & Distasi Wealth Management, LLC | 0.63% | Reduce -0.7% | 5,444 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.14% | Reduce -0.0% | 5,420 | $1.4M |
| Compton Wealth Advisory Group, LLC | 0.39% | No change | 5,395 | $1.4M |
| Northeast Financial Consultants Inc | 0.07% | Reduce -8.1% | 5,385 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.61% | Add +0.1% | 5,359 | $1.4M |
| Prosperity Consulting Group, LLC | 0.18% | Add +33.8% | 5,358 | $1.4M |
| Aspiriant, LLC | 0.06% | Reduce -2.0% | 5,254 | $1.4M |
| Sawgrass Asset Management LLC | 0.15% | Add +19.6% | 5,234 | $1.4M |
| Aspire Wealth Management Corp | 0.82% | Reduce -7.3% | 5,231 | $1.4M |
| Accel Wealth Management | 0.57% | Reduce -22.1% | 5,186 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.1% | 5,175 | $1.3M |
| BSW Wealth Partners | 0.23% | Reduce -9.1% | 5,159 | $1.3M |
| Investmark Advisory Group LLC | 0.73% | Add +9.6% | 5,123 | $1.3M |
| Kennicott Capital Management LLC | 0.59% | No change | 5,117 | $1.3M |
| Mustard Seed Financial, LLC | 1.33% | Add +10.1% | 5,116 | $1.3M |
| Legacy PCG, LLC | 0.84% | Reduce -0.4% | 5,112 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +18.8% | 5,106 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +13.1% | 5,065 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +16.0% | 5,029 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.23% | Reduce -32.0% | 4,854 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +9.2% | 4,845 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.36% | Add +12.5% | 4,837 | $1.3M |
| Hyman Charles D | 0.07% | No change | 4,819 | $1.3M |
| Country Club Bank | 0.09% | Reduce -0.6% | 4,813 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -2.6% | 4,764 | $1.2M |
| Pinnacle Financial Group, LLC / IL | 0.54% | Add +3.0% | 4,754 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.32% | Add +2.1% | 11,871 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Add +49.5% | 4,684 | $1.2M |
| Leavell Investment Management, Inc. | 0.07% | Add +4.8% | 4,672 | $1.2M |
| Apollon Financial, LLC | 0.42% | Add +20.0% | 4,642 | $1.2M |
| Geneos Wealth Management Inc. | 0.06% | Add +10.0% | 4,611 | $1.2M |
| IFP Advisors, Inc | 0.05% | Reduce -24.6% | 4,575 | $1.2M |
| TAP Consulting, LLC | 0.26% | Add +0.1% | 4,571 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Add +42.8% | 4,555 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Add +3.0% | 4,522 | $1.2M |
| Wheelhouse Advisory Group LLC | 0.90% | Reduce -12.8% | 4,514 | $1.2M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 4,493 | $1.2M |
| United Bank | 0.14% | Add +65.7% | 4,458 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -34.6% | 4,447 | $1.2M |
| Uptick Partners, LLC | 0.88% | Reduce -1.3% | 4,438 | $1.2M |
| Trust Co of the South | 0.27% | Add +68.4% | 4,436 | $1.2M |
| Tranquility Partners, LLC | 0.45% | Add +2.2% | 4,431 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +26.5% | 4,413 | $1.2M |
| World Equity Group, Inc. | 0.24% | Add +136.1% | 4,404 | $1.1M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -16.5% | 4,396 | $1.1M |
| Stephen J. Garry & Associates, LLC | 1.19% | No change | 4,394 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.12% | Reduce -2.2% | 4,367 | $1.1M |
| Willner & Heller, LLC | 1.13% | Reduce -0.3% | 4,337 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -8.2% | 4,308 | $1.1M |
| Hilltop National Bank | 0.38% | — | 4,279 | $1.1M |
| Eagle Strategies LLC | 0.25% | Add +257.3% | 4,273 | $1.1M |
| NFSG Corp | 0.49% | Add +53.1% | 4,269 | $1.1M |
| Bank of Hawaii | 0.05% | Add +3.4% | 4,220 | $1.1M |
| Round Rock Advisors LLC | 0.26% | No change | 4,147 | $1.1M |
| Sunburst Financial Group, LLC | 0.31% | Add +1.1% | 4,182 | $1.1M |
| Diversified Trust Co. | 0.03% | Add +6.5% | 4,118 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Add +20.8% | 4,115 | $1.1M |
| Summit Financial, LLC | 0.06% | Reduce -37.8% | 4,115 | $1.1M |
| City Holding Co. | 0.16% | Reduce -0.3% | 4,084 | $1.1M |
| Gryphon Financial Partners LLC | 0.18% | Reduce -2.5% | 4,071 | $1.1M |
| CGN Advisors LLC | 0.13% | Add +1.3% | 4,062 | $1.1M |
| 1834 Investment Advisors Co. | 0.12% | Add +50.8% | 4,010 | $1.0M |
| Center For Asset Management LLC | 0.85% | Add +0.8% | 3,998 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +2.3% | 3,960 | $1.0M |
| LGL Partners, LLC | 0.17% | Add +0.1% | 3,946 | $1.0M |
| Strategic Financial Partners, Ltd. | 0.56% | Add +2.4% | 3,861 | $1.0M |
| Eudaimonia Partners, LLC | 0.24% | Add +25.3% | 3,855 | $1.0M |
| Trust Co | 0.13% | Reduce -5.7% | 3,855 | $1.0M |
| Citadel Advisors | 0.00% | Add +28.1% | 3,813 | $994K |
| Heritage Wealth Management, Inc. | 0.99% | Reduce -12.2% | 3,812 | $994K |
| Legacy Edge Advisors, LLC | 0.21% | No change | 3,810 | $993K |
| KLR Investment Advisors, LLC | 0.71% | New | 4,096 | $985K |
| Wedmont Private Capital | 0.07% | Add +1.6% | 3,815 | $981K |
| Harbour Investments, Inc. | 0.03% | Add +17.7% | 3,760 | $980K |
| Allworth Financial LP | 0.01% | Reduce -18.5% | 3,736 | $974K |
| Franklin Resources Inc. | 0.00% | Reduce -8.5% | 3,726 | $971K |
| MidAtlantic Capital Management, Inc. | 0.85% | Add +14.3% | 3,717 | $969K |
| Werba Rubin Papier Wealth Management | 0.28% | New | 3,695 | $963K |
| Battery Global Advisors, LLC | 0.78% | No change | 3,680 | $959K |
| Stonebridge Financial Planning Group, LLC | 0.51% | Add +23.5% | 3,664 | $955K |
| Wrapmanager Inc. | 0.26% | Add +0.7% | 3,615 | $943K |
| Capital Planning LLC | 0.31% | Add +12.8% | 3,597 | $938K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -4.5% | 3,588 | $935K |
| Washington Trust Advisors, Inc. | 0.09% | No change | 3,585 | $935K |
| Imprint Wealth LLC | 0.23% | New | 3,608 | $932K |
| Retirement Planning Group, LLC | 0.07% | Add +226.8% | 3,569 | $931K |
| McClarren Financial Advisors, Inc. | 0.67% | Add +0.1% | 3,561 | $929K |
| First International Bank & Trust | 0.32% | Reduce -2.3% | 3,548 | $925K |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -20.9% | 3,535 | $922K |
| Nemes Rush Group LLC | 0.13% | No change | 3,501 | $913K |
| Concurrent Investment Advisors, LLC | 0.04% | Add +11.3% | 3,470 | $905K |
| Schechter Investment Advisors, LLC | 0.07% | Add +304.6% | 3,439 | $897K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -6.0% | 3,433 | $895K |
| Transatlantique Private Wealth LLC | 0.39% | Add +3.7% | 3,428 | $894K |
| ERn Financial, LLC | 0.15% | Reduce -0.3% | 3,424 | $893K |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -0.1% | 3,420 | $891K |
| Accretive Wealth Partners, LLC | 0.39% | Reduce -5.5% | 3,577 | $887K |
| St. Louis Trust Co | 0.14% | No change | 3,389 | $884K |
| Intergy Private Wealth, LLC | 0.36% | Add +1.5% | 3,382 | $882K |
| Waller Financial Planning Group, Inc. | 0.23% | Reduce -4.5% | 3,348 | $873K |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 3,335 | $869K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -26.4% | 3,324 | $867K |
| BLB&B Advisors, LLC | 0.05% | Reduce -12.8% | 3,281 | $855K |
| Windward Private Wealth Management Inc. | 0.34% | Reduce -7.1% | 3,222 | $840K |
| DAVENPORT & Co LLC | 0.01% | Add +10.2% | 3,218 | $839K |
| Ziegler Capital Management, LLC | 0.03% | Add +29.9% | 3,214 | $838K |
| Axxcess Wealth Management, LLC | 0.02% | Add +43.3% | 3,209 | $837K |
| WealthShield Partners, LLC | 0.13% | Reduce -3.7% | 3,198 | $834K |
| NorthStar Asset Management LLC | 0.63% | Add +4.8% | 3,190 | $832K |
| Harbor Investment Advisory, LLC | 0.09% | Add +5.8% | 3,177 | $828K |
| ProVise Management Group, LLC | 0.07% | Reduce -1.6% | 3,176 | $828K |
| Shoker Investment Counsel, Inc. | 0.29% | Add +0.6% | 3,197 | $826K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.3% | 3,157 | $823K |
| American Trust | 0.07% | Reduce -18.1% | 3,156 | $823K |
| Capital Analysts, LLC | 0.04% | Add +1.3% | 3,071 | $801K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +2.1% | 3,066 | $799K |
| BCS Wealth Management | 0.26% | No change | 3,059 | $798K |
| Lindbrook Capital, LLC | 0.07% | Reduce -11.6% | 3,046 | $794K |
| Gratus Capital, LLC | 0.04% | New | 3,045 | $794K |
| Compass Financial Group, INC | 0.18% | Reduce -6.2% | 3,011 | $785K |
| Hart & Patterson Financial Group LLC | 0.39% | Add +1.5% | 3,004 | $783K |
| Townsend Asset Management Corp. /NC/ | 0.31% | Reduce -0.9% | 3,002 | $783K |
| Evermay Wealth Management LLC | 0.12% | Reduce -1.3% | 2,992 | $780K |
| Tobias Financial Advisors, Inc. | 0.18% | No change | 2,965 | $773K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -4.6% | 2,943 | $767K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -31.2% | 2,923 | $762K |
| Evergreen Capital Management LLC | 0.03% | Add +19.2% | 2,921 | $762K |
| Keel Point, LLC | 0.08% | Add +5.3% | 2,916 | $760K |
| Busey Bank | 0.03% | No change | 2,891 | $754K |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +119.3% | 2,881 | $751K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.3% | 2,868 | $748K |
| Carl P. Sherr & Co., LLC | 0.42% | Reduce -1.3% | 2,867 | $748K |
| Financial Alternatives, Inc | 0.57% | No change | 2,843 | $741K |
| McNamara Financial Services, Inc. | 0.16% | Reduce -0.3% | 2,814 | $734K |
| Independent Wealth Network Inc. | 0.34% | Add +3.1% | 2,801 | $730K |
| Eudaimonia Advisors LLC | 0.39% | Add +6.2% | 2,794 | $728K |
| First American Trust, FSB | 0.08% | Add +142.8% | 2,773 | $723K |
| Houlihan Financial Resource Group, Ltd. | 0.32% | Add +0.6% | 2,758 | $719K |
| Beacon Financial Advisory LLC | 0.34% | Add +13.0% | 1,839 | $709K |
| Asset Dedication, LLC | 0.05% | Reduce -0.1% | 2,706 | $706K |
| Jacobi Capital Management LLC | 0.07% | Reduce -4.6% | 2,706 | $705K |
| Hoge Financial Services, LLC | 0.57% | Reduce -0.1% | 2,700 | $704K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -0.1% | 2,688 | $701K |
| Global Retirement Partners, LLC | 0.03% | Add +0.4% | 2,674 | $697K |
| Canvas Wealth Advisors, LLC | 0.23% | New | 2,875 | $690K |
| Integrated Advisors Network LLC | 0.04% | New | 2,632 | $686K |
| Tsfg, LLC | 0.17% | Add +36.3% | 2,630 | $686K |
| Caprock Group, LLC | 0.04% | Add +0.1% | 2,616 | $682K |
| Steph & Co. | 0.23% | Reduce -1.9% | 2,604 | $679K |
| Forte Capital LLC | 0.08% | Reduce -0.5% | 2,577 | $672K |
| Revisor Wealth Management LLC | 0.30% | Add +75.2% | 2,665 | $671K |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 2,560 | $667K |
| Citizens Financial Group Inc. | 0.02% | Add +71.5% | 2,548 | $664K |
| IFG Advisors, LLC | 0.17% | No change | 2,525 | $658K |
| Diversify Advisory Services, LLC | 0.04% | — | 2,548 | $658K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -24.8% | 2,511 | $655K |
| Cary Street Partners Asset Management LLC | 0.10% | No change | 2,508 | $654K |
| Lane & Associates LLC | 0.41% | Add +4.2% | 2,496 | $651K |
| Aviso Wealth Management | 0.41% | No change | 2,480 | $646K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -7.3% | 2,604 | $646K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,477 | $646K |
| Gilliland Jeter Wealth Management LLC | 0.22% | Add +2.1% | 2,476 | $646K |
| Spire Wealth Management | 0.01% | Add +2.5% | 2,471 | $644K |
| Ballentine Partners, LLC | 0.01% | No change | 2,440 | $636K |
| First United Bank & Trust | 0.24% | Reduce -3.3% | 2,436 | $635K |
| Idaho Trust Co | 0.61% | New | 2,424 | $632K |
| Fingerlakes Wealth Management, Inc. | 0.61% | Add +4.3% | 2,424 | $632K |
| Solutions 4 Wealth, Ltd | 1.76% | Add +0.0% | 2,398 | $625K |
| Aspen Grove Capital, LLC | 0.18% | Reduce -0.0% | 2,387 | $623K |
| Family Firm, Inc. | 0.15% | Add +0.1% | 2,369 | $618K |
| BKM Wealth Management, LLC | 0.26% | Add +3.3% | 2,359 | $615K |
| Magnus Financial Group LLC | 0.07% | Add +4.4% | 2,349 | $612K |
| Carolinas Wealth Consulting LLC | 0.12% | No change | 2,345 | $611K |
| FSA Advisors, Inc. | 0.65% | Add +15.4% | 2,339 | $610K |
| Mayfair Advisory Group, LLC | 0.44% | Add +2.3% | 2,321 | $605K |
| Kure Advisory, LLC | 0.51% | Reduce -0.2% | 2,308 | $602K |
| Plancorp, LLC | 0.03% | Add +116.3% | 2,302 | $600K |
| Key Financial Inc | 0.15% | Reduce -4.5% | 2,279 | $594K |
| Mutual Advisors, LLC | 0.02% | Add +1.2% | 2,278 | $594K |
| SVB Wealth LLC | 0.01% | Reduce -28.4% | 2,278 | $594K |
| Derbend Asset Management | 0.29% | Add +0.0% | 2,262 | $590K |
| CreativeOne Wealth, LLC | 0.02% | Add +159.7% | 2,226 | $580K |
| Smithfield Trust Co | 0.03% | Reduce -8.9% | 2,226 | $579K |
| Keebeck Wealth Management | 0.09% | Reduce -27.9% | 2,220 | $579K |
| &partners | 0.08% | Add +68.6% | 2,370 | $577K |
| Sigma Planning Corp | 0.02% | New | 2,198 | $573K |
| Rinkey Investments | 0.21% | No change | 2,198 | $573K |
| RKL Wealth Management LLC | 0.06% | Reduce -0.3% | 2,195 | $572K |
| Coordinated Financial Services, Inc. | 0.51% | — | 2,189 | $571K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -16.8% | 2,175 | $567K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.3% | 2,170 | $566K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -6.0% | 2,176 | $562K |
| O'ROURKE & COMPANY, Inc | 0.33% | Add +13.3% | 2,150 | $561K |
| Hemington Wealth Management | 0.20% | No change | 2,149 | $561K |
| SPC Financial, Inc. | 0.05% | Add +0.8% | 2,147 | $560K |
| Pacific Sun Financial Corp | 0.32% | No change | 2,134 | $556K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.6% | 2,134 | $556K |
| Regal Investment Advisors LLC | 0.04% | Add +12.8% | 2,129 | $555K |
| Northeast Investment Management | 0.03% | No change | 2,115 | $551K |
| WealthPlan Investment Management, LLC | 0.08% | Add +9.6% | 2,113 | $551K |
| Athena Investment Management | 0.33% | Add +1.9% | 2,095 | $546K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,079 | $542K |
| Bell Bank | 0.05% | No change | 2,072 | $540K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +41.3% | 2,067 | $539K |
| QRG Capital Management, Inc. | 0.01% | Add +26.0% | 2,061 | $537K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -19.0% | 2,049 | $534K |
| Cherrydale Wealth Management, LLC | 0.25% | Reduce -26.9% | 2,048 | $534K |
| Glenview Trust Co | 0.01% | Reduce -2.0% | 2,045 | $533K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.6% | 2,041 | $532K |
| Wambolt & Associates, LLC | 0.16% | Reduce -39.1% | 2,057 | $531K |
| Apeiron RIA LLC | 0.15% | Add +7.9% | 2,005 | $523K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +13.9% | 2,003 | $522K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | New | 2,000 | $521K |
| 1776 Wealth LLC | 0.25% | No change | 1,998 | $521K |
| Verity Asset Management, Inc. | 0.29% | Reduce -20.3% | 1,995 | $520K |
| AMG National Trust Bank | 0.02% | Add +11.2% | 1,993 | $520K |
| CCG Wealth Management, LLC | 0.31% | No change | 1,988 | $518K |
| Pegasus Partners Ltd. | 0.05% | No change | 1,970 | $514K |
| Parkside Financial Bank & Trust | 0.08% | No change | 1,959 | $511K |
| International Assets Investment Management, LLC | 0.05% | New | 1,951 | $504K |
| Cozad Asset Management Inc. | 0.05% | Reduce -0.5% | 1,918 | $500K |
| Fusion Capital, LLC | 0.23% | Reduce -10.3% | 1,904 | $496K |
| Financial Freedom, LLC | 0.29% | Add +0.1% | 1,898 | $495K |
| Taylor Financial Group, Inc. | 0.38% | No change | 1,896 | $494K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 1,891 | $493K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -0.8% | 1,911 | $492K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -1.1% | 1,885 | $491K |
| Resolute Advisors LLC | 0.09% | Add +0.2% | 1,878 | $490K |
| Snowden Capital Advisors LLC | 0.02% | Add +27.4% | 1,876 | $489K |
| Regions Financial Corp. | 0.00% | Add +0.8% | 1,860 | $485K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -3.9% | 1,841 | $480K |
| Evanson Asset Management, LLC | 0.04% | Reduce -28.4% | 1,839 | $479K |
| Good Life Advisors, LLC | 0.04% | Reduce -1.7% | 1,838 | $479K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +2.9% | 1,822 | $475K |
| Ellevest, Inc. | 0.03% | No change | 1,809 | $472K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.2% | 1,796 | $468K |
| Level Four Advisory Services, LLC | 0.03% | No change | 1,912 | $462K |
| Private Ocean, LLC | 0.05% | Reduce -1.3% | 1,773 | $462K |
| Cedar Brook Financial Partners, LLC | 0.09% | Add +0.1% | 1,746 | $455K |
| Tudor Investment Corporation | 0.01% | New | 1,746 | $455K |
| MWA Asset Management | 0.33% | Reduce -0.6% | 1,738 | $453K |
| Main Street Financial Solutions, LLC | 0.05% | Add +11.7% | 1,735 | $452K |
| HC Advisors, LLC | 0.22% | No change | 1,731 | $451K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -8.0% | 1,725 | $450K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.0% | 1,722 | $449K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.7% | 1,711 | $446K |
| Thrive Wealth Management, LLC | 0.09% | Reduce -1.3% | 1,708 | $445K |
| Ieq Capital, LLC | 0.01% | Add +0.4% | 1,708 | $445K |
| Renaissance Technologies | 0.00% | New | 1,700 | $443K |
| Cooper Financial Group | 0.07% | New | 1,695 | $442K |
| First Financial Corp. | 0.22% | Reduce -34.2% | 1,692 | $441K |
| Unconventional Investor, LLC | 0.32% | No change | 1,689 | $440K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Add +0.2% | 1,679 | $438K |
| Principal Securities, Inc. | 0.01% | Add +9.6% | 1,678 | $438K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -38.2% | 1,678 | $437K |
| SOL Capital Management CO | 0.05% | No change | 1,653 | $431K |
| Capital Investment Advisors, LLC | 0.01% | Add +85.6% | 1,650 | $430K |
| Wells Financial Advisors INC | 0.29% | No change | 1,642 | $428K |
| Macroview Investment Management LLC | 0.47% | Add +84.8% | 1,641 | $428K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.25% | Add +0.5% | 1,635 | $426K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -97.7% | 1,627 | $424K |
| Passumpsic Savings Bank | 0.27% | — | 1,598 | $417K |
| Mgo One Seven LLC | 0.02% | Reduce -12.5% | 1,591 | $415K |
| Carmichael Hill & Associates, Inc. | 0.17% | No change | 1,570 | $409K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -0.6% | 1,567 | $409K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 1,567 | $409K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -6.1% | 1,558 | $406K |
| B&D White Capital Company, LLC | 0.09% | Reduce -90.5% | 1,558 | $406K |
| Kovack Advisors, Inc. | 0.05% | Add +8.0% | 1,556 | $406K |
| Anchor Investment Management, LLC | 0.04% | Add +15.7% | 1,543 | $402K |
| S.A. Mason LLC | 0.24% | Reduce -4.3% | 1,539 | $401K |
| Financial Insights, Inc. | 0.12% | Reduce -2.3% | 1,536 | $401K |
| Ewa, LLC | 0.18% | Reduce -10.4% | 1,593 | $400K |
| Planning Directions Inc. | 0.28% | Reduce -6.0% | 1,534 | $400K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.2% | 1,529 | $399K |
| Regent Peak Wealth Advisors LLC | 0.10% | Reduce -11.4% | 1,526 | $398K |
| Northwest Financial Advisors | 0.43% | Add +63.9% | 1,519 | $396K |
| BluePointe Capital Management, LLC | 0.27% | Add +4.3% | 1,517 | $396K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $394K |
| Bowman & Co S.C. | 0.24% | Reduce -7.2% | 1,500 | $391K |
| Prospect Financial Services LLC | 0.32% | Add +0.1% | 1,485 | $387K |
| McGuire Investment Group, LLC | 0.06% | Add +14.5% | 1,484 | $387K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -0.1% | 1,475 | $385K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -32.1% | 1,479 | $384K |
| Lido Advisors, LLC | 0.00% | Reduce -7.7% | 1,469 | $383K |
| Mission Creek Capital Partners, Inc. | 0.10% | Add +0.1% | 1,466 | $382K |
| ARK & TLK Investments, LLC | 0.15% | Reduce -4.3% | 1,462 | $381K |
| Quadrant Capital Group LLC | 0.03% | Reduce -57.8% | 1,459 | $380K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +0.8% | 1,450 | $375K |
| Estate Counselors, LLC | 0.04% | New | 1,435 | $374K |
| Wedbush Securities Inc. | 0.01% | New | 1,430 | $373K |
| Secure Asset Management, LLC | 0.09% | New | 1,428 | $372K |
| Headinvest, LLC | 0.07% | New | 1,425 | $372K |
| Principle Wealth Partners LLC | 0.03% | Add +6.0% | 1,419 | $370K |
| Klingman & Associates, LLC | 0.03% | No change | 1,407 | $367K |
| Wallace Advisory Group, LLC | 0.28% | New | 1,515 | $366K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +52.3% | 1,404 | $366K |
| Gen-Wealth Partners Inc | 0.18% | — | 1,401 | $365K |
| BIP Wealth, LLC | 0.03% | Reduce -4.4% | 1,398 | $365K |
| Sensible Money, LLC | 0.20% | Reduce -2.4% | 1,394 | $363K |
| Kaizen Financial Strategies | 0.25% | New | 1,384 | $361K |
| Agate Pass Investment Management, LLC | 0.19% | No change | 1,378 | $359K |
| Bluesphere Advisors LLC | 0.20% | Add +4.8% | 1,366 | $356K |
| American Money Management, LLC | 0.07% | Reduce -3.9% | 1,364 | $356K |
| Burney Co./ | 0.01% | Reduce -11.6% | 1,364 | $356K |
| Apella Capital, LLC | 0.02% | Reduce -2.4% | 1,380 | $355K |
| Strategic Financial Concepts, LLC | 0.09% | New | 1,358 | $354K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +3.2% | 1,352 | $352K |
| Narwhal Capital Management | 0.03% | Reduce -0.1% | 1,350 | $352K |
| HSBC Holdings PLC | 0.00% | Reduce -22.7% | 1,338 | $349K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -1.0% | 1,327 | $346K |
| NavPoint Financial, Inc. | 0.30% | Add +0.1% | 1,325 | $345K |
| Sutton Place Investors LLC | 0.17% | No change | 1,322 | $345K |
| Jeppson Wealth Management, LLC | 0.13% | Add +0.1% | 1,320 | $344K |
| Continuum Advisory, LLC | 0.05% | Reduce -48.4% | 1,359 | $343K |
| Caldwell Trust Co | 0.04% | Add +1.1% | 1,310 | $342K |
| Personal Cfo Solutions, LLC | 0.05% | New | 1,303 | $340K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -1.7% | 1,300 | $339K |
| Delta Financial Group, Inc. | 0.10% | Reduce -2.0% | 1,298 | $338K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 1,296 | $338K |
| Segment Wealth Management, LLC | 0.03% | No change | 1,295 | $338K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -4.1% | 1,284 | $335K |
| Davis Investment Partners, LLC | 0.15% | No change | 1,325 | $334K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.2% | 1,277 | $333K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -9.7% | 1,264 | $330K |
| Zions Bancorporation, N.A. | 0.02% | No change | 1,257 | $328K |
| Strategic Financial Services, Inc. | 0.02% | Add +1.2% | 1,242 | $324K |
| Silverlake Wealth Management LLC | 0.16% | Reduce -17.9% | 1,238 | $323K |
| Bogart Wealth, LLC | 0.02% | No change | 1,228 | $320K |
| PAX Financial Group, LLC | 0.06% | Reduce -6.7% | 1,226 | $320K |
| Nwam LLC | 0.03% | Reduce -11.5% | 1,261 | $319K |
| Portside Wealth Group, LLC | 0.06% | New | 1,221 | $318K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -7.5% | 1,220 | $318K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $317K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 1,193 | $311K |
| American Investment Services, Inc. | 0.05% | New | 1,187 | $309K |
| WBH Advisory Inc. | 0.03% | Add +1.2% | 1,185 | $309K |
| TFG Advisers LLC | 0.12% | Add +1.1% | 1,185 | $309K |
| Crescent Grove Advisors, LLC | 0.03% | Add +41.8% | 1,180 | $308K |
| Fairman Group, LLC | 0.29% | Add +0.2% | 1,179 | $307K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -4.2% | 1,173 | $306K |
| Oldfather Financial Services, LLC | 0.12% | No change | 1,153 | $301K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -14.7% | 1,151 | $300K |
| Courier Capital LLC | 0.02% | Reduce -0.4% | 1,144 | $298K |
| Arkadios Wealth Advisors | 0.02% | Add +5.6% | 1,142 | $298K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $293K |
| LongView Wealth Management | 0.12% | Add +13.0% | 1,122 | $292K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -9.2% | 1,116 | $291K |
| PCA Investment Advisory Services Inc. | 0.16% | No change | 1,114 | $291K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.1% | 1,114 | $290K |
| Marino, Stram & Associates LLC | 0.07% | No change | 1,112 | $290K |
| Chapin Davis, Inc. | 0.11% | No change | 1,109 | $289K |
| Compass Advisory Group LLC | 0.13% | Add +0.2% | 1,098 | $286K |
| Sightline Wealth Advisors, LLC | 0.19% | No change | 1,097 | $286K |
| Dearborn Partners LLC | 0.01% | New | 1,092 | $285K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.2% | 1,089 | $284K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,087 | $283K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 1,086 | $283K |
| Smith, Moore & Co. | 0.03% | Add +0.8% | 1,080 | $282K |
| Greenleaf Trust | 0.00% | Add +14.0% | 1,056 | $275K |
| Dupree Financial Group, LLC | 0.13% | Add +7.6% | 1,038 | $271K |
| Carr Financial Group Corp | 0.09% | New | 1,032 | $269K |
| Freestone Capital Holdings, LLC | 0.01% | Add +16.5% | 1,024 | $267K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,018 | $266K |
| First Trust Investment Solutions L.P. | 0.05% | No change | 1,017 | $265K |
| Clearstead Advisors, LLC | 0.01% | Reduce -22.6% | 1,051 | $265K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +8.8% | 1,005 | $262K |
| Edge Financial Advisors LLC | 0.23% | — | 1,001 | $261K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,000 | $261K |
| Steele Capital Management, Inc. | 0.01% | New | 990 | $258K |
| Wealthspan Partners, LLC | 0.15% | Reduce -2.1% | 989 | $258K |
| Signaturefd, LLC | 0.01% | Reduce -3.2% | 988 | $258K |
| Von Berge Wealth Management Group, LLC | 0.16% | No change | 972 | $253K |
| Red Door Wealth Management, LLC | 0.05% | New | 968 | $252K |
| Stevens Capital Partners | 0.15% | Add +1.7% | 958 | $250K |
| Wescott Financial Advisory Group, LLC | 0.03% | New | 958 | $250K |
| Parsons Capital Management Inc. | 0.02% | No change | 955 | $249K |
| Ti-Trust, Inc. | 0.18% | No change | 954 | $249K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -4.8% | 935 | $244K |
| Hoylecohen, LLC | 0.02% | New | 933 | $243K |
| United Advisor Group, LLC | 0.09% | New | 931 | $243K |
| Essex Financial Services, Inc. | 0.02% | New | 930 | $243K |
| Cove Private Wealth, LLC | 0.21% | Reduce -17.7% | 930 | $242K |
| Apexium Financial, LP | 0.02% | New | 926 | $241K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $241K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +294.8% | 916 | $239K |
| New Insight Wealth Advisors | 0.15% | New | 915 | $239K |
| Alexander Labrunerie & Co., Inc. | 0.13% | — | 910 | $237K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -33.2% | 899 | $234K |
| Fiduciary Trust Co | 0.00% | Reduce -0.9% | 899 | $234K |
| Blue Trust, Inc. | 0.00% | Add +127.7% | 895 | $233K |
| Southland Equity Partners LLC | 0.07% | Reduce -32.6% | 893 | $233K |
| Rollins Financial Advisors, LLC | 0.04% | Add +1.3% | 892 | $233K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $232K |
| Wealth Effects LLC | 0.09% | Reduce -28.5% | 887 | $231K |
| Pure Financial Advisors, LLC | 0.01% | New | 882 | $230K |
| Farmers National Bank | 0.07% | New | 878 | $229K |
| Ritholtz Wealth Management | 0.01% | Reduce -26.6% | 878 | $229K |
| CIC Wealth, LLC | 0.07% | No change | 877 | $229K |
| Florida Financial Advisors, LLC | 0.17% | Reduce -38.4% | 873 | $228K |
| Means Investment Co., Inc. | 0.03% | Reduce -1.6% | 871 | $227K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 866 | $226K |
| Obsidian Personal Planning Solutions LLC | 0.15% | New | 934 | $226K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -15.2% | 865 | $226K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $225K |
| Vigilare Wealth Management | 0.11% | New | 857 | $223K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -21.6% | 854 | $223K |
| Accurate Wealth Management, LLC | 0.06% | Add +4.9% | 935 | $222K |
| Sage Financial Management Group, Inc. | 0.11% | Reduce -7.1% | 853 | $222K |
| Watershed Private Wealth LLC | 0.10% | Reduce -23.7% | 840 | $219K |
| Fisher Asset Management | 0.00% | Reduce -28.3% | 839 | $219K |
| WMG Financial Advisors, LLC | 0.13% | New | 839 | $219K |
| Rossmore Private Capital | 0.03% | No change | 835 | $218K |
| Argent Advisors, Inc. | 0.09% | No change | 830 | $216K |
| Horizon Investment Services, LLC | 0.10% | New | 820 | $214K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $211K |
| HM Payson & Co. | 0.00% | Reduce -5.3% | 808 | $211K |
| Berger Financial Group, Inc | 0.02% | New | 807 | $210K |
| 1900 Wealth Management LLC | 0.02% | Reduce -56.6% | 805 | $210K |
| Private Trust Co. NA | 0.02% | Add +11.4% | 804 | $210K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.8% | 800 | $209K |
| American National Bank & Trust | 0.03% | Add +640.7% | 800 | $209K |
| Angeles Wealth Management, LLC | 0.02% | No change | 792 | $206K |
| Pinion Investment Advisors, LLC | 0.11% | New | 790 | $206K |
| Soundmark Wealth Management, LLC | 0.09% | New | 789 | $206K |
| Gradient Investments LLC | 0.00% | Reduce -41.6% | 785 | $205K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.6% | 785 | $205K |
| N.E.W. Advisory Services LLC | 0.02% | New | 784 | $204K |
| Gemmer Asset Management LLC | 0.02% | New | 783 | $204K |
| Philadelphia Trust Co. | 0.02% | New | 783 | $204K |
| Summit Global Investments | 0.02% | New | 783 | $204K |
| Triton Financial Group Inc | 0.14% | Reduce -8.9% | 782 | $204K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 781 | $204K |
| Rockland Trust Co. | 0.01% | New | 780 | $203K |
| Keystone Financial Group | 0.03% | New | 779 | $203K |
| REDW Wealth LLC | 0.05% | New | 773 | $202K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 773 | $201K |
| MPS Loria Financial Planners, LLC | 0.07% | New | 770 | $201K |
| Baldwin Investment Management, LLC | 0.03% | New | 770 | $201K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -25.9% | 749 | $195K |
| Independence Bank of Kentucky | 0.06% | No change | 741 | $193K |
| Milestone Investment Advisors LLC | 0.05% | No change | 741 | $193K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 697 | $182K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.3% | 693 | $181K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.1% | 681 | $178K |
| First Pacific Financial | 0.05% | Add +0.2% | 635 | $166K |
| West Oak Capital, LLC | 0.07% | No change | 620 | $162K |
| Norwood Financial Corp | 0.23% | No change | 613 | $160K |
| Simplex Trading, LLC | 0.00% | Reduce -98.2% | 603 | $157K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 585 | $152K |
| Cassady Schiller Wealth Management, LLC | 0.07% | Add +30.7% | 562 | $147K |
| JFS Wealth Advisors, LLC | 0.01% | Add +44.1% | 562 | $147K |
| SRH Advisors, LLC | 0.05% | No change | 550 | $143K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -45.5% | 592 | $143K |
| Lazard Asset Management LLC | 0.00% | No change | 550 | $143K |
| Rakuten Securities, Inc. | 0.06% | New | 535 | $139K |
| Logan Capital Management Inc. | 0.01% | No change | 532 | $139K |
| Investors Research Corp | 0.03% | Reduce -3.7% | 525 | $137K |
| DT Investment Partners, LLC | 0.01% | No change | 513 | $134K |
| Benjamin Edwards Inc. | 0.03% | Reduce -1.8% | 491 | $128K |
| Legacy Bridge, LLC | 0.07% | No change | 470 | $123K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.23% | No change | 462 | $120K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | New | 462 | $120K |
| RE Dickinson Investment Advisors, LLC | 0.07% | Reduce -16.8% | 456 | $119K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 451 | $118K |
| Iron Horse Wealth Management, LLC | 0.05% | Reduce -9.2% | 445 | $116K |
| Rothschild Investment LLC | 0.01% | No change | 441 | $115K |
| Realta Investment Advisors | 0.02% | New | 436 | $114K |
| Financial Perspectives, Inc | 0.04% | No change | 432 | $113K |
| Sandy Spring Bank | 0.01% | Add +6.6% | 421 | $110K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | Add +7233.3% | 440 | $109K |
| Concord Wealth Partners | 0.02% | Reduce -3.1% | 407 | $106K |
| Smartleaf Asset Management LLC | 0.02% | Add +126.4% | 403 | $105K |
| PSI Advisors, LLC | 0.04% | No change | 400 | $104K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $104K |
| Register Financial Advisors LLC | 0.05% | No change | 390 | $102K |
| Venturi Wealth Management, LLC | 0.01% | Add +1.6% | 382 | $100K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 380 | $99K |
| GoalVest Advisory LLC | 0.03% | New | 379 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 401 | $97K |
| Russell Investments Group, Ltd. | 0.00% | No change | 343 | $89K |
| Colonial Trust Co / SC | 0.02% | Reduce -20.8% | 338 | $88K |
| Colonial Trust Advisors | 0.01% | Reduce -3.5% | 334 | $87K |
| Private Capital Management LLC | 0.02% | Add +2.5% | 333 | $87K |
| Northwest Capital Management Inc | 0.03% | No change | 321 | $84K |
| TCTC Holdings, LLC | 0.00% | Add +7.0% | 321 | $84K |
| JDM Financial Group LLC | 0.06% | No change | 320 | $83K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +166.7% | 320 | $83K |
| Pittenger & Anderson Inc. | 0.00% | No change | 312 | $81K |
| BlackRock Inc. | 0.00% | Add +111.0% | 308 | $80K |
| Truvestments Capital LLC | 0.03% | Reduce -5.7% | 300 | $78K |
| Trust Co. of Vermont | 0.00% | New | 300 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.5% | 289 | $75K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -1.1% | 282 | $74K |
| Horizon Financial Services, LLC | 0.05% | New | 278 | $72K |
| Ancora Advisors LLC | 0.00% | Add +18.5% | 263 | $69K |
| City State Bank | 0.03% | No change | 260 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $68K |
| Addison Advisors LLC | 0.02% | No change | 255 | $66K |
| JNBA Financial Advisors | 0.01% | Add +3.3% | 254 | $66K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 247 | $65K |
| Beacon Capital Management, LLC | 0.01% | Add +398.0% | 244 | $64K |
| Valued Wealth Advisors LLC | 0.04% | No change | 235 | $61K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 227 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.4% | 226 | $59K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $59K |
| Opal Wealth Advisors, LLC | 0.02% | New | 223 | $58K |
| Bangor Savings Bank | 0.01% | No change | 211 | $55K |
| Creekmur Asset Management LLC | 0.02% | Reduce -8.4% | 208 | $54K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $53K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 204 | $53K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 200 | $52K |
| VitalStone Financial, LLC | 0.04% | Add +7.0% | 184 | $48K |
| Caitlin John, LLC | 0.04% | Reduce -0.6% | 180 | $47K |
| EPG Wealth Management LLC | 0.01% | No change | 180 | $47K |
| SouthState Bank Corp | 0.00% | Add +97.7% | 174 | $45K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +15.0% | 161 | $42K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $42K |
| TFC Financial Management, Inc. | 0.01% | Add +403.2% | 156 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 156 | $41K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +6.9% | 154 | $40K |
| Missouri Trust & Investment Co | 0.02% | No change | 151 | $39K |
| Matrix Private Capital Group LLC | 0.03% | Reduce -21.1% | 150 | $39K |
| Raleigh Capital Management Inc. | 0.02% | Add +10.4% | 149 | $39K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 146 | $38K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 145 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $36K |
| GAMMA Investing LLC | 0.01% | New | 137 | $36K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 136 | $35K |
| Global Wealth Strategies & Associates | 0.01% | Add +29.9% | 126 | $33K |
| Grove Bank & Trust | 0.01% | No change | 126 | $33K |
| Pineridge Advisors LLC | 0.01% | Add +10.5% | 126 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +228.9% | 125 | $33K |
| Provident Wealth Management, LLC | 0.01% | No change | 120 | $31K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $31K |
| Archer Investment Corp | 0.01% | No change | 117 | $31K |
| Westside Investment Management, Inc. | 0.01% | Add +6.4% | 116 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -75.4% | 114 | $30K |
| Park Place Capital Corp | 0.01% | No change | 110 | $29K |
| Phillips Financial Management, LLC | 0.00% | No change | 108 | $28K |
| Eagle Bay Advisors LLC | 0.02% | No change | 106 | $28K |
| Motco | 0.00% | New | 106 | $28K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +194.1% | 100 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $26K |
| LGT Financial Advisors LLC | 0.03% | No change | 96 | $25K |
| Wetzel Investment Advisors, Inc. | 0.01% | New | 102 | $24K |
| Western Pacific Wealth Management, LP | 0.02% | New | 92 | $24K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $24K |
| Stephens Consulting, LLC | 0.01% | Reduce -25.2% | 89 | $23K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 87 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -13.3% | 85 | $22K |
| Qube Research & Technologies Ltd | 0.00% | New | 85 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 83 | $22K |
| Main Street Group, LTD | 0.01% | No change | 81 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 80 | $21K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | Add +461.5% | 73 | $19K |
| Abound Wealth Management | 0.01% | No change | 73 | $19K |
| Woodmont Investment Counsel LLC | 0.00% | New | 70 | $18K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | New | 68 | $18K |
| National Bank of Canada | 0.00% | No change | 70 | $18K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 67 | $17K |
| Roble, Belko & Company, Inc | 0.00% | No change | 63 | $17K |
| Kozak & Associates, Inc. | 0.00% | Reduce -4.6% | 62 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 57 | $15K |
| Webster Bank, N. A. | 0.00% | No change | 57 | $15K |
| Naples Money Management LLC | 0.01% | New | 56 | $15K |
| LifeSteps Financial, Inc. | 0.01% | New | 55 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +60.6% | 53 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 51 | $13K |
| Vima LLC | 0.01% | No change | 60 | $13K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 48 | $13K |
| Global Assets Advisory, LLC | 0.01% | New | 47 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +92.0% | 48 | $12K |
| LRI Investments, LLC | 0.00% | — | 45 | $12K |
| Global Financial Private Client, LLC | 0.01% | No change | 45 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +131.6% | 44 | $11K |
| Aspire Private Capital, LLC | 0.00% | Add +16.7% | 42 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -21.1% | 41 | $11K |
| Albion Financial Group | 0.00% | No change | 40 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $10K |
| SYSTM Wealth Solutions LLC | 0.00% | New | 38 | $10K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 35 | $9K |
| MCF Advisors LLC | 0.00% | No change | 34 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +60.0% | 32 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $8K |
| Optimum Investment Advisors | 0.00% | Reduce -93.0% | 30 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 30 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.0% | 32 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Add +21.1% | 23 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -60.8% | 20 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -79.8% | 19 | $5K |
| Front Row Advisors LLC | 0.00% | New | 19 | $5K |
| TruNorth Capital Management, LLC | 0.00% | — | 16 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +250.0% | 14 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 14 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 13 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 12 | $3K |
| Mitchell Sinkler & Starr | 0.00% | Reduce -95.6% | 11 | $3K |
| Glassman Wealth Services | 0.00% | Reduce -52.4% | 10 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 10 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 8 | $2K |
| Annapolis Financial Services, LLC | 0.00% | Reduce -94.3% | 6 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 6 | $2K |
| Davis Capital Management | 0.00% | No change | 6 | $2K |
| West Branch Capital LLC | 0.00% | No change | 5 | $1K |
| First Personal Financial Services | 0.00% | New | 5 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 3 | $775 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $483 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 1 | $261 |
| Morling Financial Advisors, LLC | 0.00% | New | 1 | $138 |
| Retirement Group, LLC | 0.00% | No change | 38 | $23 |
| First Command Advisory Services, Inc. | 0.00% | Reduce -87.7% | 17 | $0 |
"% of holder's portfolio" is VBK's weight in each manager's 13F, not the share of Van Morst SML-Cap Gro-Usd Inc. the manager owns.