Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q2 2024 (June 30)982holders −15
54new positions
66sold out
4famous investors
$248.25avg. 13F price*
At the end of Q2 2024, 982 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, down 15 from Q1 2024. 54 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($2.1B), Jones Financial Companies LLLP ($492.5M) and Morgan Stanley ($425.8M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $60.4M |
| Exits | 66 | $83.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,635,886 shares bought and 1,930,012 shares sold, net +1,705,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 982 holders
| Bank of America Corp. | 0.21% | Add +3.7% | 8,544,314 | $2.1B |
| Jones Financial Companies LLLP | 0.57% | Reduce -17.7% | 1,969,159 | $492.5M |
| Morgan Stanley | 0.03% | Reduce -12.0% | 1,702,450 | $425.8M |
| Axiom Advisory, LLC | 4.27% | Add +6293.0% | 1,569,282 | $391.5M |
| Assetmark, Inc. | 1.05% | Add +3.8% | 1,360,893 | $340.4M |
| Corient Private Wealth LP | 0.40% | Add +2.4% | 909,964 | $227.6M |
| Sei Investments Co. | 0.31% | Add +6.8% | 883,152 | $220.9M |
| UBS Group AG | 0.06% | Reduce -3.5% | 829,221 | $207.4M |
| Mather Group, Llc. | 2.52% | Add +1.7% | 783,697 | $204.3M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.1% | 753,172 | $188.4M |
| Wells Fargo & Company | 0.05% | Add +10.5% | 752,398 | $188.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -15.4% | 713,049 | $178.4M |
| LPL Financial LLC | 0.08% | Add +6.7% | 675,264 | $168.9M |
| Choreo, LLC | 2.11% | Add +0.2% | 507,128 | $125.9M |
| Moneta Group Investment Advisors LLC | 1.79% | Add +0.0% | 447,977 | $112.1M |
| Tiaa Trust, National Association | 0.34% | Add +5.7% | 434,909 | $108.8M |
| Balyasny Asset Management L.P. | 0.26% | No change | 397,164 | $99.3M |
| Focus Partners Wealth | 0.33% | Add +108.2% | 394,864 | $98.8M |
| Cohen Klingenstein LLC | 3.29% | Add +0.7% | 362,685 | $90.7M |
| Ameriprise Financial Inc. | 0.02% | Add +12.3% | 362,592 | $90.7M |
| US Bancorp \de | 0.11% | Add +2.8% | 331,307 | $82.9M |
| Mill Creek Capital Advisors, LLC | 1.97% | Add +27.4% | 309,997 | $77.5M |
| Rwa Wealth Partners, LLC | 1.00% | Add +2.4% | 303,762 | $76.0M |
| Truist Financial Corp. | 0.12% | Reduce -19.7% | 302,938 | $75.8M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.1% | 297,492 | $74.4M |
| EP Wealth Advisors, LLC | 0.79% | Add +14.3% | 296,155 | $74.1M |
| Cetera Investment Advisers | 0.16% | Add +1.5% | 281,909 | $70.5M |
| MML Investors Services, LLC | 0.28% | Reduce -0.5% | 276,063 | $69.1M |
| HighTower Advisors, LLC | 0.11% | Reduce -10.2% | 270,517 | $67.9M |
| Raymond James & Associates | 0.04% | Add +4.6% | 245,612 | $61.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -0.0% | 242,664 | $60.7M |
| Osaic Holdings, Inc. | 0.14% | Reduce -7.1% | 238,061 | $59.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.4% | 215,483 | $53.9M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 201,924 | $50.5M |
| Mariner, LLC | 0.09% | Add +1.8% | 189,655 | $47.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +3.9% | 176,863 | $44.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.9% | 176,191 | $44.1M |
| United Capital Financial Advisors, LLC | 0.34% | Reduce -1.8% | 158,257 | $39.6M |
| Lincoln National Corp. | 1.27% | Reduce -8.6% | 149,868 | $37.5M |
| American Financial Advisors, LLC | 5.04% | Reduce -1.4% | 141,568 | $35.4M |
| Summit Financial Strategies, Inc. | 4.27% | Add +1.0% | 137,251 | $34.3M |
| Pathstone Holdings, LLC | 0.15% | Reduce -6.0% | 135,545 | $33.9M |
| Stifel Financial Corp. | 0.04% | Reduce -8.4% | 127,764 | $32.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 127,649 | $31.9M |
| Rodgers & Associates, LTD | 3.85% | Reduce -0.5% | 119,601 | $29.9M |
| Bragg Financial Advisors, Inc | 1.33% | Add +1.7% | 119,278 | $29.8M |
| Wealthspire Advisors, LLC | 0.38% | Add +13.4% | 118,306 | $29.6M |
| Strategies Wealth Advisors, LLC | 4.25% | Add +10.6% | 116,541 | $29.2M |
| NewEdge Advisors, LLC | 0.21% | Add +5.9% | 115,177 | $28.8M |
| CIBC Private Wealth Group LLC | 0.05% | Add +0.4% | 114,638 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -5.5% | 111,969 | $28.0M |
| Inspirion Wealth Advisors, LLC | 4.19% | Add +2.5% | 109,498 | $27.4M |
| Private Advisor Group, LLC | 0.18% | Add +12.4% | 108,646 | $27.2M |
| Jentner Corp | 8.67% | Add +0.4% | 104,338 | $26.1M |
| Mosaic Family Wealth Partners, LLC | 4.10% | Add +1.5% | 101,873 | $25.5M |
| One Day In July LLC | 3.07% | Add +1.8% | 98,479 | $24.6M |
| Vision Capital Management, Inc. | 3.62% | Add +2.6% | 97,209 | $24.3M |
| Avior Wealth Management, LLC | 1.04% | Add +9.0% | 96,940 | $24.2M |
| Creative Planning | 0.03% | Reduce -2.8% | 96,298 | $24.1M |
| Waldron Private Wealth LLC | 1.07% | Reduce -1.7% | 95,675 | $24.0M |
| Brickley Wealth Management | 5.24% | Reduce -0.0% | 95,591 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.7% | 94,711 | $23.7M |
| BHK Investment Advisors, LLC | 9.26% | Reduce -3.2% | 94,296 | $23.6M |
| Bank of New York Mellon Corp | 0.00% | Add +540.4% | 93,908 | $23.5M |
| Members Trust Co | 0.71% | Reduce -3.3% | 93,515 | $23.4M |
| Cresset Asset Management, LLC | 0.10% | Add +4.1% | 89,394 | $22.4M |
| Larson Financial Group LLC | 1.44% | Add +9.8% | 84,398 | $21.1M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -3.2% | 77,681 | $19.4M |
| McAdam, LLC | 1.17% | Add +7.1% | 77,609 | $19.4M |
| Apollon Wealth Management, LLC | 0.59% | Add +6.2% | 77,278 | $19.3M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -4.6% | 76,640 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.0% | 74,234 | $18.6M |
| Fifth Third Bancorp | 0.07% | Add +0.5% | 74,195 | $18.6M |
| Invst, LLC | 2.04% | Reduce -13.2% | 74,484 | $18.5M |
| Modera Wealth Management, LLC | 0.27% | Add +349.2% | 73,879 | $18.5M |
| Prudential Financial Inc. | 0.03% | Reduce -22.8% | 69,260 | $17.3M |
| Total Wealth Planning, LLC | 2.71% | Add +1.6% | 61,572 | $16.5M |
| Partners in Financial Planning | 3.49% | Reduce -0.2% | 64,162 | $16.0M |
| BBJS Financial Advisors, LLC | 5.94% | Reduce -4.0% | 63,675 | $15.9M |
| Asset Management Group, Inc. | 2.41% | Reduce -0.3% | 63,527 | $15.9M |
| Comerica Bank | 0.06% | Reduce -1.1% | 61,854 | $15.5M |
| Sage Financial Group Inc. | 1.33% | Add +0.6% | 61,539 | $15.4M |
| Atria Investments, Inc | 0.20% | Reduce -9.8% | 61,511 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.3% | 61,493 | $15.4M |
| World Investment Advisors | 0.93% | New | 59,986 | $15.0M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -3.3% | 58,723 | $14.7M |
| Safeguard Financial, LLC | 4.05% | Add +15.4% | 58,175 | $14.6M |
| Gallagher Fiduciary Advisors, LLC | 3.17% | Reduce -7.3% | 56,589 | $14.2M |
| Stephens Group Asset Management, LLC | 1.29% | Add +1.7% | 56,374 | $14.1M |
| Adventist Health System/ West | 2.26% | New | 55,720 | $13.9M |
| Stephens Inc. | 0.21% | Reduce -1.8% | 54,719 | $13.7M |
| Etfidea, LLC | 4.61% | Add +1.0% | 54,458 | $13.6M |
| Robinswood Financial LLC | 5.43% | Add +2.0% | 53,649 | $13.4M |
| Pasadena Private Wealth, LLC | 3.07% | Add +2.7% | 53,069 | $13.3M |
| Quest Investment Management LLC | 1.46% | No change | 52,660 | $13.2M |
| Benjamin F. Edwards & Company, Inc. | 0.23% | Reduce -3.3% | 51,541 | $12.9M |
| LMCG Investments, LLC | 0.75% | Reduce -10.3% | 51,517 | $12.9M |
| Corrigan Financial, Inc. | 3.27% | No change | 49,213 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.9% | 50,835 | $12.7M |
| RS Crum Inc. | 3.33% | Add +9.8% | 50,796 | $12.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +9.1% | 52,927 | $12.7M |
| Congress Asset Management Co. | 0.09% | Reduce -24.4% | 50,056 | $12.5M |
| Performance Wealth Partners, LLC | 0.45% | Reduce -17.9% | 48,556 | $12.1M |
| Retirement Investment Advisors, Inc. | 1.46% | — | 48,025 | $12.0M |
| FMR LLC | 0.00% | Reduce -2.2% | 47,200 | $11.8M |
| Vawter Financial, Ltd. | 8.06% | Add +3.1% | 46,974 | $11.7M |
| HTLF Bank | 1.34% | Add +1.9% | 46,964 | $11.7M |
| Captrust Financial Advisors | 0.04% | Add +37.8% | 46,665 | $11.7M |
| Garde Capital, Inc. | 0.79% | Reduce -2.8% | 45,698 | $11.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.14% | Add +25.7% | 44,850 | $11.2M |
| WP Advisors, LLC | 3.52% | Reduce -3.5% | 44,092 | $11.0M |
| Glenmede Trust Co. NA | 0.06% | Reduce -0.1% | 43,648 | $10.9M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.59% | Add +0.1% | 42,495 | $10.6M |
| Wesbanco Bank Inc. | 0.40% | Add +82.6% | 42,302 | $10.6M |
| Aaron Wealth Advisors LLC | 1.46% | Add +1.6% | 42,097 | $10.5M |
| Sanctuary Advisors, LLC | 0.08% | — | 42,737 | $10.5M |
| Praetorian Wealth Management, Inc. | 2.68% | Add +1.6% | 41,853 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.1% | 41,467 | $10.4M |
| Cullen/Frost Bankers, Inc. | 0.15% | Reduce -1.2% | 41,353 | $10.3M |
| FC Advisory LLC | 3.68% | Reduce -1.5% | 40,170 | $10.0M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -41.6% | 38,668 | $9.7M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.0% | 38,656 | $9.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.3% | 38,524 | $9.6M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -4.3% | 38,068 | $9.5M |
| D. E. Shaw & Co. | 0.01% | New | 38,043 | $9.5M |
| Cerity Partners LLC | 0.03% | Add +3.4% | 37,655 | $9.4M |
| Cornerstone Wealth Advisors, Inc. | 2.82% | Add +1.7% | 37,643 | $9.4M |
| Jacobsen Capital Management | 4.15% | Reduce -1.7% | 37,168 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Add +7.5% | 36,916 | $9.2M |
| CW Advisors, LLC | 0.15% | Add +0.4% | 36,713 | $9.2M |
| Bishop & Co Investment Management, LLC | 5.53% | Add +0.6% | 36,454 | $9.1M |
| OneDigital Investment Advisors LLC | 0.11% | Add +211.4% | 35,647 | $8.9M |
| SWAN Capital LLC | 4.81% | Reduce -38.2% | 35,285 | $8.8M |
| Clayton Financial Group LLC | 3.75% | Add +5.4% | 33,237 | $8.7M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -4.1% | 34,520 | $8.6M |
| Presilium Private Wealth, LLC | 2.18% | Add +5.3% | 34,479 | $8.6M |
| Marion Wealth Management | 2.41% | Add +1.1% | 32,777 | $8.2M |
| Advisory Services Network, LLC | 0.17% | Add +15.8% | 32,621 | $8.2M |
| Archford Capital Strategies, LLC | 1.30% | Add +2.4% | 32,125 | $8.0M |
| Highland Capital Management, LLC | 0.47% | Reduce -1.0% | 31,859 | $8.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.5% | 31,605 | $7.9M |
| Arvest Investments, Inc. | 1.26% | Reduce -1.8% | 31,519 | $7.9M |
| Financial Planning & Information Services, Inc. | 1.19% | Add +0.4% | 31,241 | $7.8M |
| Fee-Only Financial Planning, L.C. | 5.24% | Reduce -0.1% | 31,100 | $7.8M |
| Jmac Enterprises LLC | 1.35% | Add +3.0% | 30,716 | $7.7M |
| RFG Advisory, LLC | 0.25% | Reduce -4.0% | 30,478 | $7.6M |
| Blair William & Co. | 0.02% | Add +1.2% | 30,354 | $7.6M |
| Relyea Zuckerberg Hanson LLC | 1.24% | Reduce -7.4% | 29,630 | $7.4M |
| Old National Bancorp | 0.17% | Reduce -4.9% | 29,484 | $7.4M |
| Focus Financial Network, Inc. | 0.31% | Reduce -0.7% | 28,045 | $7.4M |
| Bank of Montreal | 0.00% | Add +6.5% | 29,210 | $7.3M |
| Ifrah Financial Services, Inc. | 2.01% | Reduce -4.0% | 28,406 | $7.1M |
| Towerpoint Wealth, LLC | 3.53% | Add +1.8% | 28,261 | $7.1M |
| Waverly Advisors, LLC | 0.14% | Add +8.6% | 28,240 | $7.1M |
| Performa Ltd (US), LLC | 2.86% | Add +53.5% | 27,805 | $7.0M |
| Capital Advisors Wealth Management, LLC | 1.37% | Add +0.2% | 27,739 | $6.9M |
| GHP Investment Advisors, Inc. | 0.34% | Add +0.3% | 27,405 | $6.9M |
| Merit Financial Group, LLC | 0.15% | Reduce -5.8% | 27,091 | $6.8M |
| Cornerstone Management, Inc. | 1.48% | Reduce -3.4% | 26,898 | $6.7M |
| Focused Wealth Management, Inc | 0.99% | Add +4.4% | 26,787 | $6.7M |
| HB Wealth Management, LLC | 0.08% | Add +11.9% | 25,889 | $6.5M |
| Savant Capital, LLC | 0.06% | Reduce -1.2% | 25,702 | $6.4M |
| First Heartland Consultants, Inc. | 0.64% | Add +111.1% | 25,548 | $6.4M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 25,206 | $6.3M |
| Cwm, LLC | 0.03% | Add +7.7% | 24,967 | $6.2M |
| SkyOak Wealth, LLC | 1.43% | Add +0.3% | 24,557 | $6.1M |
| Valley National Advisers Inc. | 0.85% | Add +14.3% | 22,902 | $5.7M |
| River Wealth Advisors LLC | 0.79% | Reduce -2.7% | 22,133 | $5.5M |
| Quent Capital, LLC | 0.61% | Add +12.3% | 21,982 | $5.5M |
| Focus Partners Advisor Solutions, LLC | 0.14% | Add +4.9% | 21,605 | $5.4M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -29.2% | 21,569 | $5.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.17% | Add +1.1% | 21,472 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -0.9% | 21,389 | $5.4M |
| Blue Investment Partners LLC | 2.41% | Reduce -0.2% | 21,213 | $5.3M |
| Texas Yale Capital Corp. | 0.24% | Add +0.1% | 20,470 | $5.1M |
| Leeward Financial Partners, LLC | 2.06% | Add +10.1% | 20,319 | $5.1M |
| Advisory Alpha, LLC | 0.20% | Add +64.7% | 19,877 | $5.0M |
| Manchester Capital Management LLC | 0.58% | Reduce -5.0% | 19,376 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Add +8.6% | 19,282 | $4.8M |
| Strategic Investment Advisors / MI | 0.57% | Add +3.8% | 18,768 | $4.7M |
| Prosperity Planning, Inc. | 1.60% | Add +1.6% | 18,592 | $4.7M |
| Bradley Foster & Sargent Inc. | 0.08% | Reduce -0.4% | 18,470 | $4.6M |
| Independent Financial Group, LLC | 0.18% | Reduce -0.1% | 18,459 | $4.6M |
| CX Institutional | 0.22% | Add +0.4% | 18,320 | $4.6M |
| Chicago Partners Investment Group LLC | 0.18% | Add +1.9% | 17,614 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +0.2% | 18,207 | $4.6M |
| Essential Planning, LLC. | 1.97% | Reduce -0.5% | 17,861 | $4.5M |
| Tenret Co LLC | 3.06% | Add +1.2% | 17,654 | $4.4M |
| Councilor Wealth, LLC | 2.23% | Add +3.6% | 17,239 | $4.3M |
| Veery Capital, LLC | 1.74% | Add +4.8% | 17,154 | $4.3M |
| Brookstone Capital Management | 0.07% | Add +6.8% | 16,154 | $4.2M |
| Commerce Bank | 0.03% | Add +2.3% | 16,847 | $4.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +6.2% | 16,801 | $4.2M |
| CJM Wealth Advisers, Ltd. | 1.53% | Reduce -0.7% | 16,783 | $4.2M |
| Black Diamond Financial, LLC | 0.80% | Add +0.9% | 16,590 | $4.1M |
| Joel Isaacson & Co., LLC | 0.22% | Add +0.7% | 16,568 | $4.1M |
| Procyon Advisors, LLC | 0.30% | Add +124.7% | 16,205 | $4.1M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -1.0% | 16,009 | $4.0M |
| Betterment LLC | 0.01% | Reduce -6.7% | 15,949 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +213.3% | 15,869 | $4.0M |
| Titleist Asset Management, LLC | 0.59% | Reduce -0.6% | 15,690 | $3.9M |
| Mechanics Bank Trust Department | 0.56% | Add +34.3% | 15,621 | $3.9M |
| Trust Point Inc. | 0.31% | Reduce -36.6% | 15,606 | $3.9M |
| Ackerman Capital Advisors, LLC | 1.03% | Add +3.5% | 15,497 | $3.9M |
| Holderness Investments Co. | 0.91% | Reduce -1.9% | 15,383 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -8.5% | 15,167 | $3.8M |
| Tower View Wealth Management LLC | 2.18% | Add +0.2% | 15,163 | $3.8M |
| Dopkins Wealth Management, LLC | 2.29% | Reduce -0.4% | 15,031 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.1% | 15,018 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -2.3% | 14,984 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -36.6% | 14,977 | $3.7M |
| Martel Wealth Advisors LLC | 0.80% | Add +0.6% | 14,851 | $3.7M |
| Cornerstone Advisory, LLC | 0.52% | Reduce -0.9% | 14,703 | $3.7M |
| LifePlan Investment Advisors, Inc. | 2.63% | Add +4.1% | 14,578 | $3.6M |
| Riversedge Advisors, LLC | 0.89% | Add +2.3% | 14,570 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -7.9% | 14,327 | $3.6M |
| Nabity-Jensen Investment Management Inc | 2.92% | Add +1.7% | 14,269 | $3.6M |
| Fifth Third Securities, Inc. | 0.32% | Reduce -1.4% | 13,885 | $3.5M |
| Eclectic Associates Inc. | 1.54% | Add +1.9% | 13,880 | $3.5M |
| Arax Advisory Partners | 0.34% | Reduce -34.0% | 13,803 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -21.2% | 13,658 | $3.4M |
| Everhart Financial Group, Inc. | 0.88% | Add +3.8% | 13,592 | $3.4M |
| Center for Financial Planning, Inc. | 0.49% | Reduce -2.6% | 13,570 | $3.4M |
| Creative Financial Designs Inc. | 0.30% | Add +0.1% | 13,556 | $3.4M |
| Mainsail Asset Management, LLC | 2.69% | Add +2.4% | 13,554 | $3.4M |
| Curbstone Financial Management Corp | 0.73% | No change | 13,420 | $3.4M |
| Probity Advisors, Inc. | 0.70% | Reduce -1.5% | 13,419 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +3.4% | 13,397 | $3.4M |
| SFI Advisors, LLC | 2.51% | Add +2.0% | 13,054 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -10.1% | 12,833 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -4.6% | 12,773 | $3.2M |
| Flow Traders U.S. LLC | 0.16% | New | 12,749 | $3.2M |
| Acropolis Investment Management, LLC | 0.20% | Add +0.9% | 12,632 | $3.2M |
| Townsquare Capital LLC | 0.04% | Add +7.2% | 12,482 | $3.1M |
| Evergreen Wealth Management, LLC | 2.06% | No change | 12,428 | $3.1M |
| Associated Banc-Corp | 0.10% | Add +3.8% | 12,259 | $3.1M |
| Juncture Wealth Strategies, LLC | 1.28% | Add +13.6% | 12,204 | $3.1M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +4076.1% | 12,069 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -26.1% | 12,061 | $3.0M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -2.9% | 12,037 | $3.0M |
| TAGStone Capital, Inc. | 1.66% | Add +1.3% | 11,667 | $2.9M |
| Warner Financial, Inc. | 1.42% | Add +0.9% | 11,678 | $2.9M |
| SilverOak Wealth Management LLC | 0.70% | No change | 11,645 | $2.9M |
| Fermata Advisors, LLC | 0.67% | Add +0.9% | 11,585 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +2.3% | 11,485 | $2.9M |
| MTC Wealth Management LLC | 1.35% | Reduce -0.8% | 11,371 | $2.8M |
| Zeit Capital LLC | 2.30% | Reduce -0.6% | 11,339 | $2.8M |
| Cranbrook Wealth Management, LLC | 0.70% | Reduce -1.1% | 11,330 | $2.8M |
| Meritage Portfolio Management | 0.18% | Reduce -13.7% | 11,217 | $2.8M |
| Brighton Jones LLC | 0.09% | Reduce -2.6% | 11,169 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.0% | 11,127 | $2.8M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -0.3% | 11,113 | $2.8M |
| Western Wealth Management, LLC | 0.21% | Reduce -1.9% | 11,092 | $2.8M |
| Disciplined Investments, LLC | 1.47% | Add +1.3% | 11,018 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.29% | No change | 10,773 | $2.7M |
| Verdence Capital Advisors LLC | 0.24% | Reduce -2.6% | 10,712 | $2.7M |
| KPP Advisory Services LLC | 0.70% | Reduce -0.3% | 10,473 | $2.6M |
| Citadel Advisors | 0.00% | Add +174.0% | 10,447 | $2.6M |
| RTD Financial Advisors, Inc. | 0.35% | Reduce -2.4% | 10,409 | $2.6M |
| Bessemer Group Inc. | 0.00% | Add +17.1% | 10,371 | $2.6M |
| Shelton Wealth Management, LLC | 1.55% | Reduce -5.3% | 10,355 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Add +7.7% | 10,305 | $2.6M |
| Brown Wealth Management, LLC | 1.03% | Add +21.1% | 10,183 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.6% | 10,160 | $2.5M |
| TFB Advisors LLC | 0.83% | Reduce -3.8% | 10,159 | $2.5M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +0.2% | 10,112 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -13.2% | 9,961 | $2.5M |
| Compass Ion Advisors, LLC | 0.35% | No change | 9,526 | $2.5M |
| MSH Capital Advisors LLC | 0.82% | No change | 9,793 | $2.4M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -27.2% | 9,771 | $2.4M |
| American Financial & Tax Strategies Inc. | 1.28% | Add +4.9% | 9,724 | $2.4M |
| Algorithmic Investment Models, LLC | 1.89% | No change | 9,654 | $2.4M |
| Trustmark Bank Trust Department | 0.19% | Add +11.6% | 9,654 | $2.4M |
| Raymond James Trust N.A. | 0.06% | Reduce -4.2% | 9,591 | $2.4M |
| Retirement Planning Group, LLC | 0.15% | Add +163.6% | 9,408 | $2.4M |
| TD Private Client Wealth LLC | 0.07% | Add +0.0% | 9,370 | $2.3M |
| Tritonpoint Wealth, LLC | 0.23% | Reduce -2.3% | 9,336 | $2.3M |
| Global Trust Asset Management, LLC | 0.93% | Add +1.3% | 9,200 | $2.3M |
| G2 Capital Management, LLC / Oh | 0.71% | Reduce -6.8% | 9,071 | $2.3M |
| Aire Advisors, LLC | 0.51% | Reduce -4.9% | 9,007 | $2.2M |
| Brown Advisory Inc. | 0.00% | Reduce -7.6% | 8,724 | $2.2M |
| Greenwood Capital Associates LLC | 0.29% | Add +918.9% | 8,701 | $2.2M |
| Parallel Advisors, LLC | 0.06% | Add +160.8% | 8,699 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +26.6% | 8,650 | $2.2M |
| Falcon Wealth Planning | 0.28% | Reduce -2.4% | 8,643 | $2.2M |
| Summit Financial, LLC | 0.10% | Add +107.6% | 8,544 | $2.1M |
| Keybank National Association | 0.01% | Reduce -0.1% | 8,431 | $2.1M |
| Simmons Bank | 0.16% | Reduce -4.8% | 8,376 | $2.1M |
| Sterling Financial Planning, Inc. | 0.84% | Reduce -8.2% | 8,303 | $2.1M |
| Goodwin Investment Advisory | 0.95% | Reduce -1.0% | 8,291 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.3% | 8,267 | $2.1M |
| Dentgroup LLC | 1.64% | Reduce -6.0% | 8,137 | $2.0M |
| Financial Counselors Inc. | 0.03% | Reduce -0.9% | 8,081 | $2.0M |
| Wrenne Financial Planning LLC | 1.38% | Reduce -5.0% | 7,999 | $2.0M |
| Cedrus LLC | 1.00% | Reduce -22.1% | 7,955 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +9.4% | 7,887 | $2.0M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -2.0% | 7,882 | $2.0M |
| Creekside Partners | 1.08% | — | 7,762 | $1.9M |
| BTC Capital Management, Inc. | 0.18% | Reduce -0.5% | 7,622 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -5.7% | 7,621 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -0.8% | 7,565 | $1.9M |
| Integrity Wealth Solutions LLC | 1.22% | Add +2.5% | 7,492 | $1.9M |
| UMB Bank, n.a. | 0.03% | Add +10.3% | 7,438 | $1.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -9.2% | 7,415 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.02% | Reduce -14.2% | 7,423 | $1.9M |
| Tradition Wealth Management, LLC | 0.18% | Add +4.0% | 7,419 | $1.9M |
| GC Wealth Management RIA, LLC | 0.36% | Reduce -0.3% | 7,372 | $1.8M |
| Richard P Slaughter Associates Inc | 0.43% | Add +9.2% | 7,343 | $1.8M |
| Richardson Financial Services Inc. | 1.31% | Add +1.5% | 7,295 | $1.8M |
| Insight Advisors, LLC/ PA | 0.33% | Reduce -0.2% | 7,277 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.5% | 7,256 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +15.2% | 7,248 | $1.8M |
| Moneco Advisors, LLC | 0.26% | Add +11.2% | 7,200 | $1.8M |
| NFSG Corp | 0.67% | Add +68.3% | 7,183 | $1.8M |
| Thrive Capital Management, LLC | 0.82% | New | 7,172 | $1.8M |
| Curtis Advisory Group, LLC | 0.62% | Add +3.5% | 7,044 | $1.8M |
| Cooksen Wealth, LLC | 1.77% | Add +2.8% | 7,008 | $1.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.55% | No change | 6,952 | $1.7M |
| Noble Family Wealth, LLC | 0.50% | Reduce -2.1% | 6,930 | $1.7M |
| Cascade Wealth Advisors, Inc | 1.27% | No change | 6,731 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +4.4% | 6,827 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.2% | 6,800 | $1.7M |
| Harbour Capital Advisors, LLC | 0.40% | Reduce -1.1% | 6,836 | $1.7M |
| Bokf, NA | 0.03% | Reduce -1.2% | 6,780 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -25.7% | 6,725 | $1.7M |
| Matisse Capital | 0.83% | No change | 6,711 | $1.7M |
| Vickerman Investment Advisors, Inc. | 0.54% | Reduce -8.4% | 6,689 | $1.7M |
| Advisors Capital Management, LLC | 0.03% | Reduce -0.9% | 6,679 | $1.7M |
| LexAurum Advisors, LLC | 0.41% | Add +0.7% | 6,659 | $1.7M |
| Kades & Cheifetz LLC | 1.05% | No change | 6,655 | $1.7M |
| Truepoint, Inc. | 0.05% | Reduce -0.0% | 6,639 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +36.0% | 6,589 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.31% | Reduce -2.9% | 6,570 | $1.6M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -2.8% | 6,524 | $1.6M |
| Grey Ledge Advisors, LLC | 0.45% | No change | 6,522 | $1.6M |
| &partners | 0.07% | Add +173.8% | 6,488 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.97% | Add +11.0% | 6,458 | $1.6M |
| Ally Invest Advisors Inc. | 0.16% | Add +13.5% | 6,452 | $1.6M |
| Dravo Bay LLC | 0.89% | Add +5.1% | 6,408 | $1.6M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -3.5% | 6,368 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Add +4.1% | 6,360 | $1.6M |
| Quadcap Wealth Management, LLC | 0.29% | New | 6,331 | $1.6M |
| Financial Connections Group, Inc. | 0.82% | New | 6,306 | $1.6M |
| Valeo Financial Advisors, LLC | 0.05% | Add +2.6% | 6,287 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +11.2% | 6,271 | $1.6M |
| Covington Investment Advisors Inc. | 0.25% | Reduce -3.0% | 6,253 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.54% | Reduce -3.2% | 6,232 | $1.6M |
| Goepper Burkhardt LLC | 0.70% | Reduce -0.2% | 6,143 | $1.5M |
| WealthPLAN Partners, LLC | 0.16% | Add +1.7% | 6,122 | $1.5M |
| Founders Financial Securities LLC | 0.14% | Reduce -7.1% | 6,104 | $1.5M |
| Meridian Financial Advisors, LLC | 1.08% | Reduce -1.6% | 5,933 | $1.5M |
| Hilltop National Bank | 0.48% | Add +38.6% | 5,930 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +15.8% | 5,915 | $1.5M |
| Consolidated Portfolio Review Corp | 0.34% | Add +5.3% | 5,848 | $1.5M |
| Smithbridge Asset Management Inc. | 0.30% | Add +0.2% | 5,806 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Add +27.4% | 5,802 | $1.5M |
| MAI Capital Management | 0.01% | Add +2.1% | 5,785 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Add +22.6% | 5,741 | $1.4M |
| Sage Mountain Advisors LLC | 0.13% | No change | 5,740 | $1.4M |
| Rebalance, LLC | 0.11% | No change | 5,702 | $1.4M |
| Accel Wealth Management | 0.57% | Add +9.8% | 5,694 | $1.4M |
| Fortis Capital Advisors, LLC | 0.51% | Reduce -1.9% | 5,681 | $1.4M |
| Belpointe Asset Management LLC | 0.10% | Reduce -1.9% | 5,681 | $1.4M |
| Horizon Bancorp Inc. | 0.68% | Reduce -19.1% | 5,682 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -3.4% | 5,645 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.29% | Add +1.8% | 5,644 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +52.0% | 5,618 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.0% | 5,589 | $1.4M |
| IHT Wealth Management, LLC | 0.05% | Reduce -14.2% | 5,573 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +10.0% | 5,534 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.57% | Add +2.0% | 5,469 | $1.4M |
| Opus Capital Group, LLC | 0.19% | No change | 5,449 | $1.4M |
| Topel & Distasi Wealth Management, LLC | 0.60% | No change | 5,444 | $1.4M |
| Aspiriant, LLC | 0.06% | Add +3.4% | 5,434 | $1.4M |
| Mustard Seed Financial, LLC | 1.30% | Add +5.8% | 5,413 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.13% | Reduce -0.2% | 5,408 | $1.4M |
| Investmark Advisory Group LLC | 0.72% | Add +4.7% | 5,363 | $1.3M |
| Compton Wealth Advisory Group, LLC | 0.36% | Reduce -0.6% | 5,363 | $1.3M |
| Royal Fund Management, LLC | 0.18% | Reduce -36.5% | 5,313 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.5% | 5,249 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.5% | 5,249 | $1.3M |
| Sawgrass Asset Management LLC | 0.14% | No change | 5,234 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -31.6% | 5,227 | $1.3M |
| Bridge Advisory, LLC | 0.63% | Reduce -21.4% | 5,123 | $1.3M |
| Kennicott Capital Management LLC | 0.53% | No change | 5,117 | $1.3M |
| Legacy PCG, LLC | 0.80% | Reduce -0.3% | 5,098 | $1.3M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -5.3% | 5,074 | $1.3M |
| 1834 Investment Advisors Co. | 0.15% | Add +24.5% | 4,992 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +41.1% | 4,989 | $1.2M |
| Northeast Financial Consultants Inc | 0.06% | Reduce -7.7% | 4,972 | $1.2M |
| Fiducient Advisors LLC | 0.17% | New | 4,948 | $1.2M |
| BSW Wealth Partners | 0.20% | Reduce -4.9% | 4,905 | $1.2M |
| Leavell Investment Management, Inc. | 0.07% | Add +3.9% | 4,852 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.34% | Reduce -0.2% | 4,827 | $1.2M |
| Pinnacle Financial Group, LLC / IL | 0.52% | Add +1.4% | 4,823 | $1.2M |
| Hyman Charles D | 0.07% | No change | 4,819 | $1.2M |
| Country Club Bank | 0.08% | No change | 4,813 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.28% | Reduce -1.6% | 11,684 | $1.2M |
| Apollon Financial, LLC | 0.39% | Add +3.0% | 4,781 | $1.2M |
| Signet Financial Management, LLC | 0.16% | Reduce -21.6% | 4,686 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -79.3% | 4,682 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.41% | Reduce -30.6% | 4,673 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +43.3% | 4,610 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Add +1.8% | 4,604 | $1.2M |
| Sagace Wealth Management LLC | 1.13% | — | 4,418 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.21% | Reduce -5.4% | 4,591 | $1.1M |
| Uptick Partners, LLC | 0.88% | Reduce -1.0% | 4,392 | $1.1M |
| IFP Advisors, Inc | 0.05% | Reduce -0.1% | 4,571 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +15.1% | 4,558 | $1.1M |
| TAP Consulting, LLC | 0.24% | Reduce -0.6% | 4,543 | $1.1M |
| Tranquility Partners, LLC | 0.44% | Add +2.5% | 4,540 | $1.1M |
| Whittier Trust Co. | 0.02% | Add +0.2% | 4,501 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Reduce -58.9% | 4,457 | $1.1M |
| Trust Co of the South | 0.26% | No change | 4,436 | $1.1M |
| StoneX Group Inc. | 0.09% | New | 4,414 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,413 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -4.3% | 4,413 | $1.1M |
| Stephen J. Garry & Associates, LLC | 1.11% | Reduce -0.7% | 4,364 | $1.1M |
| Hartline Investment Corp./ | 0.15% | New | 4,331 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.11% | Reduce -1.0% | 4,323 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -0.7% | 4,276 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +13.3% | 4,259 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -3.2% | 4,256 | $1.1M |
| CGN Advisors LLC | 0.12% | Add +4.3% | 4,236 | $1.1M |
| United Bank | 0.13% | Reduce -5.1% | 4,230 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -11.8% | 4,200 | $1.1M |
| Sunburst Financial Group, LLC | 0.28% | Reduce -0.1% | 4,178 | $1.0M |
| Willner & Heller, LLC | 1.00% | Reduce -4.0% | 4,162 | $1.0M |
| Center For Asset Management LLC | 0.69% | Add +4.0% | 4,156 | $1.0M |
| Round Rock Advisors LLC | 0.25% | No change | 4,147 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.14% | Reduce -37.9% | 4,110 | $1.0M |
| Diversified Trust Co. | 0.03% | Reduce -1.0% | 4,078 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +41.5% | 4,076 | $1.0M |
| Gryphon Financial Partners LLC | 0.15% | No change | 4,071 | $1.0M |
| PFG Advisors | 0.07% | Reduce -58.1% | 4,067 | $1.0M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -33.5% | 4,017 | $1.0M |
| Harbor Investment Advisory, LLC | 0.10% | Add +26.1% | 4,007 | $1.0M |
| City Holding Co. | 0.15% | Reduce -1.9% | 4,005 | $1.0M |
| Wedmont Private Capital | 0.06% | Add +0.5% | 3,835 | $991K |
| LGL Partners, LLC | 0.14% | No change | 3,946 | $987K |
| Heritage Wealth Management, Inc. | 0.93% | Add +1.1% | 3,856 | $965K |
| Trust Co | 0.12% | Reduce -0.2% | 3,846 | $962K |
| Bank of Hawaii | 0.04% | Reduce -10.6% | 3,775 | $944K |
| AMG National Trust Bank | 0.03% | Add +88.0% | 3,746 | $937K |
| Strategic Financial Partners, Ltd. | 0.51% | Reduce -3.4% | 3,729 | $933K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 3,724 | $931K |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 3,717 | $930K |
| Fisher Asset Management | 0.00% | Add +341.8% | 3,707 | $927K |
| Blue Trust, Inc. | 0.01% | Add +296.2% | 3,546 | $925K |
| Capital Planning LLC | 0.28% | Add +2.5% | 3,688 | $924K |
| Battery Global Advisors, LLC | 0.61% | No change | 3,680 | $922K |
| Allworth Financial LP | 0.01% | Reduce -4.1% | 3,583 | $921K |
| Aspire Wealth Management Corp | 0.52% | Reduce -30.2% | 3,649 | $913K |
| Canvas Wealth Advisors, LLC | 0.28% | Add +19.7% | 3,441 | $892K |
| Accretive Wealth Partners, LLC | 0.37% | Reduce -0.4% | 3,562 | $891K |
| Schechter Investment Advisors, LLC | 0.07% | Add +3.3% | 3,553 | $889K |
| Caprock Group, LLC | 0.04% | Add +35.4% | 3,543 | $888K |
| First International Bank & Trust | 0.31% | No change | 3,548 | $887K |
| Intergy Private Wealth, LLC | 0.36% | Add +4.4% | 3,532 | $884K |
| Perennial Investment Advisors, LLC | 0.13% | Add +3.2% | 3,528 | $882K |
| McClarren Financial Advisors, Inc. | 8.00% | Reduce -8.7% | 3,251 | $881K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.5% | 3,522 | $881K |
| Citizens Financial Group Inc. | 0.02% | Add +37.2% | 3,497 | $876K |
| Nemes Rush Group LLC | 0.12% | No change | 3,501 | $876K |
| Washington Trust Advisors, Inc. | 0.08% | Reduce -2.7% | 3,488 | $872K |
| Mission Wealth Management, LP | 0.02% | Reduce -15.3% | 3,487 | $872K |
| St. Louis Trust Co | 0.13% | Add +1.8% | 3,450 | $863K |
| ERn Financial, LLC | 0.14% | Add +0.4% | 3,438 | $860K |
| Verity Asset Management, Inc. | 0.33% | Add +71.0% | 3,412 | $854K |
| Wrapmanager Inc. | 0.23% | Reduce -6.8% | 3,368 | $842K |
| Legacy Edge Advisors, LLC | 0.15% | Reduce -12.2% | 3,344 | $836K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.3% | 3,285 | $822K |
| First American Trust, FSB | 0.08% | Add +18.1% | 3,275 | $819K |
| Waller Financial Planning Group, Inc. | 0.22% | Reduce -2.2% | 3,273 | $819K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -26.5% | 3,268 | $817K |
| Ascentis Independent Advisors | 0.17% | — | 3,261 | $816K |
| Capital Analysts, LLC | 0.04% | Add +5.5% | 3,240 | $810K |
| NorthStar Asset Management LLC | 0.56% | Add +1.2% | 3,229 | $808K |
| American Trust | 0.07% | Add +1.9% | 3,217 | $805K |
| NewEdge Wealth, LLC | 0.02% | Reduce -74.7% | 3,192 | $798K |
| Wheelhouse Advisory Group LLC | 0.56% | Reduce -29.0% | 3,203 | $797K |
| Shoker Investment Counsel, Inc. | 0.28% | Reduce -1.3% | 3,156 | $790K |
| Hart & Patterson Financial Group LLC | 0.39% | Add +4.6% | 3,141 | $786K |
| Townsend Asset Management Corp. /NC/ | 0.30% | Add +4.5% | 3,137 | $785K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -12.9% | 3,124 | $781K |
| WealthShield Partners, LLC | 0.12% | Reduce -2.6% | 3,115 | $780K |
| Novak & Powell Financial Services, Inc. | 0.48% | New | 3,105 | $777K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.8% | 3,101 | $776K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Reduce -15.6% | 3,093 | $774K |
| Glass Jacobson Investment Advisors llc | 0.28% | No change | 3,066 | $767K |
| Evermay Wealth Management LLC | 0.12% | Add +1.9% | 3,050 | $764K |
| Windward Private Wealth Management Inc. | 0.31% | Reduce -5.3% | 3,052 | $763K |
| Lindbrook Capital, LLC | 0.07% | Reduce -0.0% | 3,045 | $762K |
| Gratus Capital, LLC | 0.03% | No change | 3,045 | $762K |
| HSBC Holdings PLC | 0.00% | Add +125.9% | 3,022 | $756K |
| Compass Financial Group, INC | 0.16% | Reduce -0.6% | 2,993 | $749K |
| Arete Wealth Advisors, LLC | 0.06% | New | 2,989 | $746K |
| Tobias Financial Advisors, Inc. | 0.16% | No change | 2,965 | $742K |
| Evergreen Capital Management LLC | 0.03% | No change | 2,921 | $732K |
| Macroview Investment Management LLC | 0.78% | Add +77.3% | 2,909 | $728K |
| Busey Bank | 0.02% | No change | 2,891 | $723K |
| Carl P. Sherr & Co., LLC | 0.40% | No change | 2,867 | $717K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.2% | 2,863 | $716K |
| Financial Alternatives, Inc | 0.53% | No change | 2,843 | $711K |
| FSA Advisors, Inc. | 0.73% | Add +20.4% | 2,817 | $705K |
| Independent Wealth Network Inc. | 0.33% | Reduce -0.2% | 2,796 | $699K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -5.1% | 2,793 | $699K |
| McNamara Financial Services, Inc. | 0.15% | Reduce -1.5% | 2,771 | $693K |
| ProVise Management Group, LLC | 0.06% | Reduce -13.1% | 2,760 | $690K |
| Beacon Financial Advisory LLC | 0.26% | No change | 1,839 | $690K |
| BLB&B Advisors, LLC | 0.04% | Reduce -16.8% | 2,731 | $683K |
| Steph & Co. | 0.23% | Add +3.5% | 2,696 | $674K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -0.2% | 2,682 | $671K |
| Global Retirement Partners, LLC | 0.02% | Add +0.2% | 2,679 | $670K |
| Family Firm, Inc. | 0.15% | Add +12.9% | 2,675 | $669K |
| Asset Dedication, LLC | 0.05% | Reduce -1.2% | 2,674 | $669K |
| Davis R M Inc. | 0.01% | New | 2,668 | $667K |
| Spire Wealth Management | 0.02% | Add +7.7% | 2,660 | $665K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -19.6% | 2,673 | $663K |
| BKM Wealth Management, LLC | 0.32% | Add +11.9% | 2,639 | $660K |
| Mayfair Advisory Group, LLC | 0.45% | Add +9.8% | 2,549 | $659K |
| Tsfg, LLC | 0.15% | Reduce -0.8% | 2,609 | $653K |
| Lane & Associates LLC | 0.38% | Add +3.9% | 2,593 | $649K |
| AdvisorNet Financial, Inc | 0.06% | Add +3.2% | 2,592 | $648K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.7% | 2,588 | $647K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -1.5% | 2,565 | $642K |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 2,560 | $640K |
| Cozad Asset Management Inc. | 0.06% | Add +32.2% | 2,536 | $634K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -13.6% | 2,527 | $632K |
| IFG Advisors, LLC | 0.15% | No change | 2,525 | $632K |
| Jacobi Capital Management LLC | 0.05% | Reduce -6.8% | 2,522 | $631K |
| Quadrature Capital Ltd | 0.01% | New | 2,510 | $627K |
| Fingerlakes Wealth Management, Inc. | 0.56% | Add +2.8% | 2,492 | $623K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Add +0.2% | 2,482 | $621K |
| Aviso Wealth Management | 0.37% | No change | 2,480 | $620K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,477 | $620K |
| Main Street Financial Solutions, LLC | 0.06% | Add +42.6% | 2,475 | $619K |
| Glenview Trust Co | 0.01% | Add +19.9% | 2,453 | $614K |
| Ballentine Partners, LLC | 0.01% | No change | 2,440 | $610K |
| First United Bank & Trust | 0.23% | Add +0.1% | 2,439 | $610K |
| Kure Advisory, LLC | 0.50% | Add +5.6% | 2,437 | $610K |
| WealthPlan Investment Management, LLC | 0.09% | Add +15.3% | 2,436 | $609K |
| Solutions 4 Wealth, Ltd | 1.36% | Reduce -0.2% | 2,394 | $599K |
| Passumpsic Savings Bank | 0.43% | Add +49.7% | 2,392 | $598K |
| Aspen Grove Capital, LLC | 0.14% | No change | 2,387 | $598K |
| Hoge Financial Services, LLC | 0.49% | Reduce -11.7% | 2,385 | $597K |
| Magnus Financial Group LLC | 0.07% | Add +1.0% | 2,373 | $593K |
| O'ROURKE & COMPANY, Inc | 0.33% | Add +10.3% | 2,371 | $593K |
| Carolinas Wealth Consulting LLC | 0.11% | Add +0.0% | 2,346 | $588K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -7.1% | 2,367 | $587K |
| World Equity Group, Inc. | 0.17% | Reduce -47.4% | 2,318 | $580K |
| Smithfield Trust Co | 0.03% | Add +3.9% | 2,313 | $578K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -28.0% | 2,310 | $578K |
| Key Financial Inc | 0.14% | Add +0.7% | 2,295 | $574K |
| Orin Green Financial, LLC | 0.26% | New | 2,270 | $568K |
| Cary Street Partners Asset Management LLC | 0.08% | Reduce -9.8% | 2,263 | $566K |
| CreativeOne Wealth, LLC | 0.03% | Add +0.8% | 2,244 | $561K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.4% | 2,156 | $560K |
| Farther Finance Advisors, LLC | 0.03% | Add +1.5% | 2,209 | $548K |
| Bell Bank | 0.05% | Add +5.5% | 2,187 | $547K |
| Willis Johnson & Associates, Inc. | 0.04% | No change | 2,170 | $543K |
| Parkside Financial Bank & Trust | 0.09% | Add +10.4% | 2,162 | $541K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +7.7% | 2,158 | $540K |
| Coordinated Financial Services, Inc. | 0.47% | Reduce -2.1% | 2,142 | $536K |
| Hexagon Capital Partners LLC | 0.12% | Reduce -1.6% | 2,140 | $535K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 2,137 | $534K |
| Athena Investment Management | 0.32% | Add +1.9% | 2,135 | $534K |
| Pacific Sun Financial Corp | 0.32% | No change | 2,134 | $534K |
| Northeast Investment Management | 0.02% | No change | 2,115 | $529K |
| Sigma Planning Corp | 0.02% | Reduce -5.0% | 2,087 | $522K |
| SPC Financial, Inc. | 0.05% | Reduce -3.7% | 2,067 | $517K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,067 | $517K |
| Plancorp, LLC | 0.02% | Reduce -10.3% | 2,065 | $516K |
| PFG Investments, LLC | 0.04% | Reduce -73.2% | 2,055 | $514K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -1.5% | 2,048 | $513K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -65.1% | 2,051 | $513K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 2,049 | $513K |
| Quantum Portfolio Management LLC | 0.29% | New | 2,038 | $510K |
| International Assets Investment Management, LLC | 0.05% | Add +4.4% | 2,036 | $509K |
| Regal Investment Advisors LLC | 0.03% | Reduce -4.7% | 2,029 | $508K |
| Apeiron RIA LLC | 0.16% | Add +1.2% | 2,029 | $508K |
| Pegasus Partners Ltd. | 0.05% | Add +1.7% | 2,004 | $501K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.9% | 2,001 | $501K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 2,000 | $500K |
| 1776 Wealth LLC | 0.23% | No change | 1,998 | $500K |
| Principle Wealth Partners LLC | 0.04% | Add +40.4% | 1,992 | $498K |
| Level Four Advisory Services, LLC | 0.02% | Add +4.1% | 1,990 | $498K |
| CCG Wealth Management, LLC | 0.28% | No change | 1,988 | $497K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.7% | 1,946 | $488K |
| Fusion Capital, LLC | 0.22% | Add +1.5% | 1,932 | $483K |
| RKL Wealth Management LLC | 0.05% | Reduce -12.6% | 1,919 | $480K |
| Good Life Advisors, LLC | 0.04% | Add +3.9% | 1,909 | $478K |
| Nicolet Advisory Services, LLC | 0.05% | Add +0.1% | 1,912 | $477K |
| Kaizen Financial Strategies | 0.30% | Add +32.7% | 1,836 | $476K |
| Taylor Financial Group, Inc. | 0.36% | No change | 1,896 | $474K |
| Lee Danner & Bass Inc. | 0.04% | — | 1,890 | $473K |
| Resolute Advisors LLC | 0.12% | No change | 1,878 | $470K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.0% | 1,878 | $470K |
| Cooper Financial Group | 0.07% | Add +10.4% | 1,871 | $468K |
| Financial Freedom, LLC | 0.27% | Reduce -1.4% | 1,871 | $468K |
| Petix & Botte Co | 0.13% | Reduce -70.8% | 1,860 | $465K |
| Hemington Wealth Management | 0.16% | Reduce -13.4% | 1,860 | $465K |
| Cherrydale Wealth Management, LLC | 0.20% | Reduce -9.7% | 1,850 | $463K |
| Shepherd Financial Partners LLC | 0.06% | No change | 1,841 | $460K |
| First Manhattan Co. Llc. | 0.00% | Add +2.2% | 1,836 | $460K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,839 | $460K |
| Key Client Fiduciary Advisors, LLC | 0.23% | No change | 1,822 | $456K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -4.2% | 1,811 | $453K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +28.9% | 1,809 | $452K |
| Ellevest, Inc. | 0.03% | No change | 1,809 | $452K |
| First Financial Corp. | 0.23% | Add +6.6% | 1,804 | $451K |
| IFG Advisory, LLC | 0.03% | New | 1,801 | $451K |
| Rinkey Investments | 0.16% | Reduce -18.3% | 1,796 | $449K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +10.2% | 1,793 | $448K |
| Principal Securities, Inc. | 0.01% | Add +6.3% | 1,784 | $446K |
| Private Ocean, LLC | 0.04% | No change | 1,773 | $443K |
| MWA Asset Management | 0.31% | No change | 1,738 | $435K |
| Ieq Capital, LLC | 0.01% | Add +1.5% | 1,734 | $434K |
| Regent Peak Wealth Advisors LLC | 0.10% | Add +12.6% | 1,718 | $430K |
| Tennessee Valley Asset Management Partners | 0.08% | New | 1,714 | $429K |
| Thrive Wealth Management, LLC | 0.08% | Add +0.1% | 1,710 | $428K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.3% | 1,702 | $426K |
| Mgo One Seven LLC | 0.02% | Add +7.0% | 1,702 | $426K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.2% | 1,701 | $425K |
| Wambolt & Associates, LLC | 0.12% | Reduce -16.9% | 1,710 | $424K |
| Unconventional Investor, LLC | 0.30% | No change | 1,689 | $422K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +0.4% | 1,685 | $421K |
| Ewa, LLC | 0.17% | Add +0.1% | 1,595 | $417K |
| Anchor Investment Management, LLC | 0.04% | Add +7.9% | 1,665 | $416K |
| MAS Advisors LLC | 0.99% | Reduce -83.3% | 1,657 | $414K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | No change | 1,635 | $409K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 1,633 | $408K |
| Revisor Wealth Management LLC | 0.28% | Reduce -39.2% | 1,621 | $405K |
| Provident Wealth Management, LLC | 0.15% | Add +1250.0% | 1,620 | $405K |
| Planning Directions Inc. | 0.27% | Add +4.4% | 1,601 | $400K |
| B&D White Capital Company, LLC | 0.08% | Add +2.3% | 1,594 | $399K |
| Carmichael Hill & Associates, Inc. | 0.16% | No change | 1,570 | $393K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 1,567 | $392K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,567 | $392K |
| SOL Capital Management CO | 0.05% | Reduce -5.4% | 1,564 | $391K |
| Financial Insights, Inc. | 0.11% | Reduce -0.4% | 1,530 | $383K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.6% | 1,518 | $380K |
| BluePointe Capital Management, LLC | 0.25% | No change | 1,517 | $380K |
| Northwest Financial Advisors | 0.39% | No change | 1,519 | $380K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,510 | $378K |
| Lido Advisors, LLC | 0.00% | Add +2.5% | 1,506 | $377K |
| McGuire Investment Group, LLC | 0.05% | Add +0.8% | 1,496 | $374K |
| Jane Street Group, LLC | 0.00% | Reduce -92.8% | 1,494 | $374K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -21.1% | 1,488 | $372K |
| Kovack Advisors, Inc. | 0.04% | Reduce -4.6% | 1,484 | $371K |
| Wedbush Securities Inc. | 0.01% | Add +3.6% | 1,481 | $370K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,475 | $369K |
| Bowman & Co S.C. | 0.21% | Reduce -2.1% | 1,468 | $367K |
| Trilogy Capital Inc. | 0.02% | New | 1,457 | $364K |
| Garden State Investment Advisory Services LLC | 0.13% | No change | 1,450 | $363K |
| Diversified, LLC | 0.04% | New | 1,443 | $361K |
| Daymark Wealth Partners, LLC | 0.02% | New | 1,442 | $361K |
| Burney Co./ | 0.01% | Add +5.5% | 1,439 | $360K |
| S.A. Mason LLC | 0.20% | Reduce -6.8% | 1,434 | $359K |
| Sensible Money, LLC | 0.17% | No change | 1,394 | $349K |
| Prospect Financial Services LLC | 0.27% | Reduce -6.7% | 1,385 | $346K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.7% | 1,381 | $346K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.9% | 1,381 | $345K |
| Agate Pass Investment Management, LLC | 0.18% | No change | 1,378 | $345K |
| WoodTrust Financial Corp | 0.05% | New | 1,370 | $343K |
| New Insight Wealth Advisors | 0.20% | Add +49.8% | 1,371 | $343K |
| Davis Investment Partners, LLC | 0.14% | No change | 1,325 | $342K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +2.9% | 1,366 | $342K |
| American Money Management, LLC | 0.07% | No change | 1,364 | $341K |
| Bogart Wealth, LLC | 0.02% | Add +11.0% | 1,363 | $341K |
| BIP Wealth, LLC | 0.03% | Reduce -3.2% | 1,353 | $338K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $338K |
| NavPoint Financial, Inc. | 0.29% | No change | 1,325 | $331K |
| Wells Financial Advisors INC | 0.22% | Reduce -19.6% | 1,321 | $330K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -0.3% | 1,316 | $329K |
| Continuum Advisory, LLC | 0.05% | Reduce -3.5% | 1,312 | $328K |
| Personal Cfo Solutions, LLC | 0.05% | No change | 1,303 | $326K |
| Apella Capital, LLC | 0.01% | Reduce -5.0% | 1,311 | $325K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,295 | $324K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.5% | 1,276 | $320K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,277 | $319K |
| Keebeck Wealth Management | 0.05% | Reduce -42.7% | 1,272 | $319K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.6% | 1,272 | $318K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -1.4% | 1,266 | $317K |
| Gen-Wealth Partners Inc | 0.15% | Reduce -9.7% | 1,265 | $316K |
| Zions Bancorporation, N.A. | 0.03% | No change | 1,257 | $314K |
| Caldwell Trust Co | 0.03% | Reduce -5.2% | 1,242 | $311K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $311K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.4% | 1,219 | $305K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $304K |
| Keel Point, LLC | 0.03% | Reduce -59.0% | 1,196 | $299K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 1,193 | $298K |
| American Investment Services, Inc. | 0.05% | No change | 1,187 | $297K |
| LongView Wealth Management | 0.11% | Add +5.8% | 1,187 | $297K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -9.0% | 1,183 | $296K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,180 | $296K |
| Fairman Group, LLC | 0.30% | No change | 1,179 | $295K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -19.4% | 1,181 | $295K |
| PAX Financial Group, LLC | 0.06% | Reduce -3.8% | 1,180 | $295K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 1,173 | $293K |
| WBH Advisory Inc. | 0.03% | Reduce -1.1% | 1,172 | $293K |
| Bluesphere Advisors LLC | 0.15% | Reduce -15.1% | 1,160 | $290K |
| Oldfather Financial Services, LLC | 0.12% | No change | 1,153 | $288K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 1,151 | $288K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -15.3% | 1,145 | $286K |
| ARK & TLK Investments, LLC | 0.11% | Reduce -22.2% | 1,137 | $284K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -8.8% | 1,129 | $282K |
| Wealthspan Partners, LLC | 0.16% | Add +13.7% | 1,124 | $281K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $281K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -8.2% | 1,120 | $281K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,116 | $279K |
| Marino, Stram & Associates LLC | 0.07% | No change | 1,112 | $278K |
| Compass Advisory Group LLC | 0.12% | No change | 1,098 | $275K |
| Sightline Wealth Advisors, LLC | 0.17% | No change | 1,097 | $274K |
| Chapin Davis, Inc. | 0.09% | Reduce -1.2% | 1,096 | $274K |
| Mycio Wealth Partners, LLC | 0.07% | No change | 1,089 | $272K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,087 | $272K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 1,087 | $272K |
| Dearborn Partners LLC | 0.01% | Reduce -0.9% | 1,082 | $271K |
| United Advisor Group, LLC | 0.08% | Add +16.0% | 1,080 | $270K |
| Fort Sheridan Advisors LLC | 0.04% | New | 1,077 | $269K |
| Courier Capital LLC | 0.02% | Reduce -6.1% | 1,074 | $269K |
| Private Trust Co. NA | 0.03% | Add +33.3% | 1,072 | $268K |
| PCA Investment Advisory Services Inc. | 0.14% | Reduce -5.1% | 1,057 | $264K |
| American National Bank & Trust | 0.03% | Add +30.9% | 1,047 | $262K |
| Headinvest, LLC | 0.05% | Reduce -26.6% | 1,046 | $262K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +3.8% | 1,043 | $261K |
| Convergence Financial, LLC | 0.07% | New | 1,038 | $260K |
| Central Valley Advisors, LLC | 0.11% | New | 313 | $260K |
| HBK Sorce Advisory LLC | 0.01% | Add +28.3% | 1,026 | $257K |
| TFG Advisers LLC | 0.10% | Reduce -13.8% | 1,022 | $256K |
| Formidable Asset Management, LLC | 0.04% | New | 1,017 | $254K |
| First Trust Investment Solutions L.P. | 0.04% | No change | 1,017 | $254K |
| TPG Financial Advisors, LLC | 0.12% | — | 1,009 | $252K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.6% | 1,003 | $251K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -0.4% | 996 | $249K |
| Farmers National Bank | 0.07% | Add +13.4% | 996 | $249K |
| Smith, Moore & Co. | 0.03% | Reduce -7.9% | 995 | $249K |
| Steele Capital Management, Inc. | 0.01% | No change | 990 | $248K |
| Eagle Strategies LLC | 0.05% | Reduce -76.9% | 988 | $247K |
| Signaturefd, LLC | 0.01% | No change | 988 | $247K |
| Apriem Advisors | 0.03% | New | 985 | $246K |
| Carr Financial Group Corp | 0.08% | Reduce -4.8% | 982 | $246K |
| Soltis Investment Advisors LLC | 0.03% | New | 973 | $243K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 962 | $241K |
| Stevens Capital Partners | 0.12% | Add +0.2% | 960 | $240K |
| N.E.W. Advisory Services LLC | 0.03% | Add +22.1% | 957 | $239K |
| Parsons Capital Management Inc. | 0.02% | No change | 955 | $239K |
| Ti-Trust, Inc. | 0.18% | No change | 954 | $239K |
| Sutton Place Investors LLC | 0.16% | Reduce -28.4% | 946 | $237K |
| Obsidian Personal Planning Solutions LLC | 0.14% | Reduce -0.5% | 929 | $232K |
| Greenleaf Trust | 0.00% | Reduce -12.3% | 926 | $232K |
| Von Berge Wealth Management Group, LLC | 0.15% | Reduce -4.0% | 933 | $232K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $231K |
| Alexander Labrunerie & Co., Inc. | 0.12% | Add +0.6% | 915 | $229K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -7.1% | 869 | $227K |
| Marcum Wealth, LLC | 0.02% | New | 903 | $226K |
| Fiduciary Trust Co | 0.00% | Reduce -0.4% | 895 | $224K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 892 | $223K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $223K |
| Edge Financial Advisors LLC | 0.23% | Reduce -11.4% | 887 | $222K |
| Ritholtz Wealth Management | 0.01% | Add +0.5% | 882 | $221K |
| CIC Wealth, LLC | 0.06% | No change | 877 | $219K |
| Summit Global Investments | 0.02% | Add +12.0% | 877 | $219K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -14.7% | 874 | $218K |
| Means Investment Co., Inc. | 0.03% | No change | 871 | $218K |
| Western Financial Corp | 0.13% | New | 868 | $217K |
| Integral Investment Advisors, Inc. | 0.08% | New | 865 | $216K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $216K |
| Ironwood Financial, llc | 0.05% | New | 862 | $216K |
| Tudor Investment Corporation | 0.00% | Reduce -50.7% | 861 | $215K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 856 | $214K |
| SageView Advisory Group, LLC | 0.01% | Reduce -98.8% | 856 | $214K |
| Apexium Financial, LP | 0.02% | Reduce -7.8% | 854 | $214K |
| Pinion Investment Advisors, LLC | 0.11% | Add +8.0% | 853 | $213K |
| Essex Financial Services, Inc. | 0.02% | Reduce -8.3% | 853 | $211K |
| Watershed Private Wealth LLC | 0.09% | No change | 840 | $210K |
| Geneva Capital Management LLC | 0.00% | New | 838 | $210K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Reduce -3.5% | 836 | $209K |
| Rossmore Private Capital | 0.03% | No change | 835 | $209K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -7.6% | 831 | $208K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -4.8% | 831 | $208K |
| Argent Advisors, Inc. | 0.08% | No change | 830 | $208K |
| Triton Wealth Management, PLLC | 0.12% | New | 789 | $206K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -1.9% | 823 | $206K |
| Horizon Investment Services, LLC | 0.10% | No change | 820 | $205K |
| Coppell Advisory Solutions LLC | 0.03% | — | 817 | $204K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 816 | $204K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $203K |
| HM Payson & Co. | 0.00% | No change | 808 | $202K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -16.1% | 804 | $201K |
| Vigilare Wealth Management | 0.09% | Reduce -6.7% | 800 | $200K |
| Angeles Wealth Management, LLC | 0.02% | No change | 792 | $198K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 785 | $196K |
| Gradient Investments LLC | 0.00% | No change | 785 | $196K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +15.1% | 784 | $196K |
| Quadrant Capital Group LLC | 0.01% | Reduce -47.0% | 773 | $193K |
| North Star Investment Management Corp. | 0.01% | No change | 773 | $193K |
| Smartleaf Asset Management LLC | 0.03% | Add +86.6% | 752 | $188K |
| Proffitt & Goodson Inc. | 0.03% | No change | 749 | $187K |
| Milestone Investment Advisors LLC | 0.05% | No change | 741 | $185K |
| Independence Bank of Kentucky | 0.05% | Reduce -2.4% | 723 | $181K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | Add +63.2% | 718 | $177K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -1.1% | 689 | $172K |
| New Millennium Group LLC | 0.11% | New | 666 | $167K |
| First Pacific Financial | 0.04% | Reduce -1.9% | 623 | $156K |
| West Oak Capital, LLC | 0.06% | No change | 620 | $155K |
| Fairscale Capital, LLC | 0.14% | — | 570 | $153K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -13.7% | 598 | $150K |
| Strategic Investment Solutions, Inc. | 0.05% | — | 541 | $141K |
| SRH Advisors, LLC | 0.05% | No change | 550 | $138K |
| Lazard Asset Management LLC | 0.00% | No change | 550 | $137K |
| Logan Capital Management Inc. | 0.01% | No change | 532 | $133K |
| Investors Research Corp | 0.03% | No change | 525 | $131K |
| Benjamin Edwards Inc. | 0.03% | Add +6.3% | 522 | $131K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Reduce -8.0% | 517 | $129K |
| DT Investment Partners, LLC | 0.01% | No change | 513 | $128K |
| Iron Horse Wealth Management, LLC | 0.05% | Add +9.0% | 485 | $121K |
| ICONIQ Capital, LLC | 0.00% | New | 1,129 | $118K |
| Legacy Bridge, LLC | 0.07% | No change | 470 | $118K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.17% | No change | 462 | $116K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 451 | $113K |
| Addison Advisors LLC | 0.04% | Add +74.1% | 444 | $111K |
| Sandy Spring Bank | 0.00% | Add +5.2% | 443 | $111K |
| Rothschild Investment LLC | 0.01% | No change | 441 | $110K |
| Godsey & Gibb, Inc. | 0.01% | New | 437 | $109K |
| Realta Investment Advisors | 0.02% | No change | 436 | $109K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 435 | $109K |
| Financial Perspectives, Inc | 0.04% | No change | 432 | $108K |
| Concord Wealth Partners | 0.02% | No change | 407 | $102K |
| TFC Financial Management, Inc. | 0.02% | Add +158.3% | 403 | $101K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $100K |
| RE Dickinson Investment Advisors, LLC | 0.06% | Reduce -12.5% | 399 | $100K |
| Register Financial Advisors LLC | 0.05% | Add +0.8% | 393 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -30.6% | 390 | $98K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -4.5% | 383 | $96K |
| Venturi Wealth Management, LLC | 0.01% | No change | 382 | $96K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 380 | $95K |
| GoalVest Advisory LLC | 0.03% | No change | 379 | $95K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -35.6% | 377 | $94K |
| Opal Wealth Advisors, LLC | 0.03% | Add +64.6% | 367 | $92K |
| ORG Partners LLC | 0.01% | New | 352 | $87K |
| Russell Investments Group, Ltd. | 0.00% | No change | 343 | $86K |
| Colonial Trust Advisors | 0.01% | No change | 334 | $83K |
| Private Capital Management LLC | 0.02% | Reduce -2.4% | 325 | $81K |
| Northwest Capital Management Inc | 0.03% | No change | 321 | $80K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $80K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 320 | $80K |
| Trust Co. of Vermont | 0.00% | Add +1.3% | 304 | $76K |
| JDM Financial Group LLC | 0.05% | Reduce -5.3% | 303 | $76K |
| Horizon Financial Services, LLC | 0.05% | Add +5.0% | 292 | $73K |
| Lynx Investment Advisory | 0.05% | — | 265 | $66K |
| Colonial Trust Co / SC | 0.01% | Reduce -21.9% | 264 | $66K |
| City State Bank | 0.03% | No change | 260 | $65K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $65K |
| PSI Advisors, LLC | 0.02% | Reduce -37.5% | 250 | $63K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 247 | $62K |
| Ancora Advisors LLC | 0.00% | Reduce -9.5% | 238 | $60K |
| Valued Wealth Advisors LLC | 0.04% | No change | 235 | $59K |
| Montag A & Associates Inc. | 0.00% | New | 233 | $58K |
| NBT Bank, N.A. | 0.00% | Add +1564.3% | 233 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -74.7% | 232 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $56K |
| VitalStone Financial, LLC | 0.04% | Add +21.7% | 224 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -3.5% | 218 | $54K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -30.4% | 217 | $54K |
| Mechanics Financial Corp | 0.03% | New | 215 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +540.6% | 205 | $54K |
| Beacon Capital Management, LLC | 0.01% | Reduce -12.3% | 214 | $54K |
| Bangor Savings Bank | 0.01% | No change | 211 | $53K |
| Cardinal Strategic Wealth Guidance | 0.02% | Reduce -7.9% | 209 | $52K |
| Creekmur Asset Management LLC | 0.01% | No change | 208 | $52K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -65.2% | 206 | $52K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $51K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 204 | $51K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 200 | $50K |
| JNBA Financial Advisors | 0.00% | Reduce -26.8% | 186 | $47K |
| Caitlin John, LLC | 0.03% | No change | 180 | $45K |
| Bell Investment Advisors, Inc | 0.01% | New | 179 | $45K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $43K |
| Abound Wealth Management | 0.01% | Add +123.3% | 163 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $40K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $40K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $39K |
| GAMMA Investing LLC | 0.01% | Add +10.9% | 152 | $38K |
| Missouri Trust & Investment Co | 0.01% | No change | 151 | $38K |
| Archer Investment Corp | 0.01% | Add +28.2% | 150 | $38K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 146 | $37K |
| Matrix Private Capital Group LLC | 0.02% | Reduce -3.3% | 145 | $36K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -6.5% | 144 | $36K |
| 1832 Asset Management L.P. | 0.00% | New | 143 | $36K |
| BlackRock Inc. | 0.00% | Reduce -53.6% | 143 | $36K |
| Simplex Trading, LLC | 0.00% | Reduce -76.8% | 140 | $35K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $35K |
| Webster Bank, N. A. | 0.00% | Add +142.1% | 138 | $35K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 136 | $34K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -9.4% | 135 | $34K |
| Grove Bank & Trust | 0.01% | No change | 126 | $32K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $30K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -12.7% | 110 | $28K |
| Park Place Capital Corp | 0.01% | No change | 110 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 108 | $27K |
| Eagle Bay Advisors LLC | 0.02% | No change | 106 | $27K |
| Westside Investment Management, Inc. | 0.01% | Reduce -8.6% | 106 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +22.4% | 104 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $25K |
| LGT Financial Advisors LLC | 0.05% | No change | 96 | $24K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $23K |
| Frazier Financial Advisors, LLC | 0.02% | Add +122.0% | 91 | $23K |
| SouthState Bank Corp | 0.00% | Reduce -49.4% | 88 | $22K |
| Liberty Wealth Management LLC | 0.00% | New | 16,281 | $22K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 87 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 83 | $21K |
| Stephens Consulting, LLC | 0.01% | Reduce -10.1% | 80 | $20K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 80 | $20K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -33.3% | 76 | $19K |
| Hobbs Group Advisors, LLC | 0.01% | — | 74 | $19K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 73 | $18K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -43.2% | 71 | $18K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 68 | $18K |
| National Bank of Canada | 0.00% | No change | 70 | $17K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 67 | $17K |
| Roble, Belko & Company, Inc | 0.00% | No change | 63 | $16K |
| Rakuten Securities, Inc. | 0.01% | Reduce -88.2% | 63 | $16K |
| Kozak & Associates, Inc. | 0.00% | No change | 62 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -60.0% | 58 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.8% | 57 | $14K |
| Pineridge Advisors LLC | 0.00% | Reduce -56.4% | 55 | $14K |
| Motco | 0.00% | Reduce -50.9% | 52 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $12K |
| Main Street Group, LTD | 0.01% | Reduce -40.7% | 48 | $12K |
| First Personal Financial Services | 0.00% | Add +820.0% | 46 | $12K |
| Olistico Wealth, LLC | 0.01% | New | 45 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 45 | $11K |
| LRI Investments, LLC | 0.00% | No change | 45 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 44 | $11K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -84.8% | 43 | $11K |
| Albion Financial Group | 0.00% | No change | 40 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $10K |
| Aspire Private Capital, LLC | 0.00% | Reduce -14.3% | 36 | $9K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 35 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | New | 35 | $9K |
| MCF Advisors LLC | 0.00% | No change | 34 | $9K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -66.0% | 34 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 32 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 31 | $8K |
| Optimum Investment Advisors | 0.00% | No change | 30 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $7K |
| Front Row Advisors LLC | 0.00% | Add +42.1% | 27 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -47.9% | 25 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 23 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 20 | $5K |
| Tyler-Stone Wealth Management | 0.00% | Reduce -33.3% | 20 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -62.3% | 20 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.4% | 19 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 16 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 13 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 12 | $3K |
| Mitchell Sinkler & Starr | 0.00% | No change | 11 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | Add +23120.0% | 315,327 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| CVA Family Office, LLC | 0.00% | Reduce -82.5% | 10 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 10 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 8 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 8 | $2K |
| Annapolis Financial Services, LLC | 0.00% | No change | 6 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +500.0% | 6 | $2K |
| Davis Capital Management | 0.00% | No change | 6 | $1K |
| West Branch Capital LLC | 0.00% | No change | 5 | $1K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -71.4% | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $750 |
| Elevation Wealth Partners, LLC | 0.00% | New | 1 | $251 |
| First Command Advisory Services, Inc. | 0.00% | No change | 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.