Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q3 2024 (September 30)1,023holders +41
70new positions
30sold out
3famous investors
$266.25avg. 13F price*
At the end of Q3 2024, 1,023 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 41 from Q2 2024. 70 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($2.5B), Jones Financial Companies LLLP ($523.2M) and Morgan Stanley ($457.1M). 3 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $69.6M |
| Exits | 30 | $6.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,216,120 shares bought and 1,553,399 shares sold, net +662,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,023 holders
| Bank of America Corp. | 0.22% | Add +8.6% | 9,277,069 | $2.5B |
| Jones Financial Companies LLLP | 0.54% | Reduce -0.7% | 1,954,789 | $523.2M |
| Morgan Stanley | 0.03% | Add +0.4% | 1,709,446 | $457.1M |
| Axiom Advisory, LLC | 4.04% | Add +7.5% | 1,687,493 | $432.4M |
| Assetmark, Inc. | 1.08% | Add +3.4% | 1,407,770 | $376.4M |
| Corient Private Wealth LP | 0.40% | Add +3.6% | 942,682 | $252.0M |
| Sei Investments Co. | 0.30% | Reduce -1.1% | 873,573 | $233.6M |
| UBS Group AG | 0.06% | Add +4.0% | 862,120 | $230.5M |
| Mather Group, Llc. | 2.66% | Reduce -1.3% | 773,865 | $206.9M |
| Wells Fargo & Company | 0.05% | Reduce -2.5% | 733,672 | $196.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -3.3% | 728,184 | $194.7M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.1% | 705,204 | $188.6M |
| LPL Financial LLC | 0.08% | Add +1.2% | 683,432 | $182.7M |
| Choreo, LLC | 1.97% | Add +0.1% | 507,869 | $134.4M |
| Moneta Group Investment Advisors LLC | 1.82% | Add +4.7% | 469,044 | $125.4M |
| Tiaa Trust, National Association | 0.33% | Reduce -6.1% | 408,307 | $109.2M |
| EP Wealth Advisors, LLC | 0.94% | Add +37.5% | 407,114 | $108.9M |
| Cohen Klingenstein LLC | 3.38% | No change | 362,685 | $97.0M |
| MML Investors Services, LLC | 0.33% | Add +24.3% | 343,040 | $91.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.3% | 325,397 | $87.0M |
| Mill Creek Capital Advisors, LLC | 2.03% | Add +1.5% | 314,630 | $84.1M |
| Rwa Wealth Partners, LLC | 1.00% | Reduce -1.1% | 300,309 | $80.3M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.0% | 297,420 | $79.5M |
| Truist Financial Corp. | 0.12% | Reduce -1.9% | 297,040 | $79.4M |
| Cetera Investment Advisers | 0.17% | Add +1.2% | 285,167 | $76.2M |
| HighTower Advisors, LLC | 0.11% | Add +4.1% | 281,700 | $75.3M |
| Raymond James & Associates | 0.04% | Reduce -1.6% | 241,795 | $64.6M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -1.4% | 239,371 | $64.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.4% | 232,468 | $62.2M |
| 1832 Asset Management L.P. | 0.10% | Add +159067.8% | 227,610 | $60.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 223,530 | $59.8M |
| Focus Partners Wealth | 0.18% | Reduce -47.3% | 208,099 | $55.6M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 203,639 | $54.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +13.4% | 200,555 | $53.6M |
| US Bancorp \de | 0.07% | Reduce -39.6% | 200,156 | $53.5M |
| Mariner, LLC | 0.09% | Add +4.0% | 197,189 | $52.7M |
| Wealthspire Advisors, LLC | 0.46% | Add +43.7% | 170,025 | $45.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -7.7% | 162,597 | $43.5M |
| United Capital Financial Advisors, LLC | 0.36% | Add +2.5% | 162,271 | $43.4M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -60.6% | 156,625 | $41.9M |
| Lincoln National Corp. | 1.34% | Add +4.1% | 156,013 | $41.7M |
| American Financial Advisors, LLC | 5.07% | Reduce -1.9% | 138,885 | $37.1M |
| Summit Financial Strategies, Inc. | 4.16% | Add +0.6% | 138,110 | $36.9M |
| Pathstone Holdings, LLC | 0.16% | Reduce -1.3% | 133,732 | $35.8M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 128,909 | $34.5M |
| Bragg Financial Advisors, Inc | 1.35% | Add +2.7% | 122,530 | $32.8M |
| Rodgers & Associates, LTD | 3.91% | Add +2.4% | 122,513 | $32.8M |
| Strategies Wealth Advisors, LLC | 4.35% | Add +4.3% | 121,594 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 121,475 | $32.5M |
| NewEdge Advisors, LLC | 0.21% | Add +3.1% | 118,746 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +3.3% | 115,645 | $30.9M |
| Mosaic Family Wealth Partners, LLC | 4.59% | Add +13.4% | 115,487 | $30.9M |
| Private Advisor Group, LLC | 0.19% | Add +4.0% | 112,995 | $30.2M |
| Inspirion Wealth Advisors, LLC | 4.17% | Add +1.8% | 111,503 | $29.8M |
| Jentner Corp | 8.54% | Add +0.0% | 104,347 | $27.9M |
| Vision Capital Management, Inc. | 3.82% | Add +4.3% | 101,422 | $27.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.6% | 101,190 | $27.1M |
| Avior Wealth Management, LLC | 1.08% | Add +4.5% | 101,261 | $27.0M |
| Brickley Wealth Management | 5.24% | Add +0.5% | 96,032 | $25.7M |
| Waldron Private Wealth LLC | 1.06% | Reduce -0.1% | 95,627 | $25.6M |
| Members Trust Co | 0.82% | Add +1.6% | 95,009 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.3% | 94,990 | $25.4M |
| BHK Investment Advisors, LLC | 9.30% | Reduce -1.1% | 93,254 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.6% | 91,889 | $24.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 88,825 | $23.7M |
| Cresset Asset Management, LLC | 0.09% | Reduce -5.5% | 84,446 | $22.6M |
| Larson Financial Group LLC | 1.26% | Reduce -2.1% | 82,641 | $22.1M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -29.9% | 80,402 | $21.5M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +2.7% | 78,713 | $21.0M |
| McAdam, LLC | 1.15% | Reduce -1.4% | 76,494 | $20.5M |
| Modera Wealth Management, LLC | 0.26% | Add +1.4% | 74,933 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.72% | Reduce -4.2% | 74,438 | $19.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.1% | 74,140 | $19.8M |
| Fifth Third Bancorp | 0.07% | Reduce -1.3% | 73,236 | $19.6M |
| Private Portfolio Partners LLC | 3.67% | New | 73,202 | $19.6M |
| Prudential Financial Inc. | 0.03% | Reduce -1.8% | 68,020 | $18.2M |
| Atria Investments, Inc | 0.22% | Add +6.3% | 65,392 | $17.5M |
| Invst, LLC | 2.11% | Reduce -12.3% | 65,317 | $17.5M |
| Partners in Financial Planning | 3.43% | Reduce -0.8% | 63,675 | $17.0M |
| Total Wealth Planning, LLC | 2.65% | Add +3.0% | 63,424 | $17.0M |
| Asset Management Group, Inc. | 2.36% | Reduce -1.8% | 62,395 | $16.7M |
| Sage Financial Group Inc. | 1.35% | Add +0.2% | 61,650 | $16.5M |
| Comerica Bank | 0.07% | Reduce -0.5% | 61,578 | $16.5M |
| Safeguard Financial, LLC | 3.86% | Add +5.3% | 61,276 | $16.4M |
| Gallagher Fiduciary Advisors, LLC | 3.24% | Add +5.7% | 59,788 | $16.0M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -3.5% | 56,646 | $15.1M |
| Robinswood Financial LLC | 5.58% | Add +4.7% | 56,176 | $15.0M |
| Adventist Health System/ West | 2.29% | No change | 55,720 | $14.9M |
| Stephens Group Asset Management, LLC | 1.23% | Reduce -2.4% | 55,031 | $14.7M |
| Stephens Inc. | 0.21% | Add +0.3% | 54,885 | $14.7M |
| Etfidea, LLC | 4.63% | Add +0.5% | 54,704 | $14.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.5% | 54,143 | $14.5M |
| BBJS Financial Advisors, LLC | 5.11% | Reduce -15.8% | 53,596 | $14.3M |
| Pasadena Private Wealth, LLC | 3.01% | Reduce -0.3% | 52,900 | $14.1M |
| Quest Investment Management LLC | 1.65% | No change | 52,660 | $14.1M |
| Retirement Investment Advisors, Inc. | 1.53% | Add +9.1% | 52,384 | $14.0M |
| Benjamin Edwards Inc. | 0.20% | Add +9903.3% | 52,217 | $14.0M |
| RS Crum Inc. | 3.23% | Add +1.6% | 51,599 | $13.8M |
| LMCG Investments, LLC | 0.82% | Reduce -0.6% | 51,236 | $13.7M |
| Aaron Wealth Advisors LLC | 1.62% | Add +21.1% | 50,991 | $13.6M |
| Corrigan Financial, Inc. | 3.07% | Add +1.8% | 50,092 | $13.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -5.6% | 49,950 | $13.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.30% | Add +7.8% | 48,345 | $12.9M |
| Vawter Financial, Ltd. | 7.88% | Add +2.7% | 48,222 | $12.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.1% | 42,780 | $12.7M |
| HTLF Bank | 1.38% | Add +1.5% | 47,648 | $12.7M |
| FMR LLC | 0.00% | Add +0.8% | 47,562 | $12.7M |
| Captrust Financial Advisors | 0.04% | Reduce -0.4% | 46,469 | $12.4M |
| Garde Capital, Inc. | 0.79% | Reduce -1.5% | 45,010 | $12.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.62% | Add +5.2% | 44,720 | $12.0M |
| Performance Wealth Partners, LLC | 0.41% | Reduce -8.7% | 44,314 | $11.8M |
| Glenmede Trust Co. NA | 0.06% | Add +0.2% | 43,730 | $11.7M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +3.0% | 42,705 | $11.4M |
| Wesbanco Bank Inc. | 0.38% | Reduce -1.4% | 41,718 | $11.2M |
| Cullen/Frost Bankers, Inc. | 0.15% | Add +0.8% | 41,699 | $11.1M |
| Praetorian Wealth Management, Inc. | 2.73% | Reduce -2.0% | 41,022 | $11.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +5.6% | 40,687 | $10.8M |
| FC Advisory LLC | 3.62% | Add +0.1% | 40,219 | $10.8M |
| WP Advisors, LLC | 3.83% | Reduce -11.2% | 39,163 | $10.5M |
| Cornerstone Wealth Advisors, Inc. | 2.88% | Add +3.1% | 38,798 | $10.4M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Add +0.1% | 38,696 | $10.3M |
| Congress Asset Management Co. | 0.07% | Reduce -22.7% | 38,675 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Add +4.3% | 38,493 | $10.3M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -0.4% | 37,918 | $10.1M |
| Cerity Partners LLC | 0.02% | Add +0.2% | 37,717 | $10.1M |
| Bishop & Co Investment Management, LLC | 3.79% | Add +2.1% | 37,236 | $10.0M |
| Jacobsen Capital Management | 4.17% | Reduce -0.3% | 37,074 | $9.9M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.3% | 35,557 | $9.5M |
| Presilium Private Wealth, LLC | 2.18% | Add +2.4% | 35,321 | $9.4M |
| Marion Wealth Management | 2.41% | Add +3.2% | 33,817 | $9.0M |
| First Heartland Consultants, Inc. | 0.97% | Add +31.9% | 33,701 | $9.0M |
| Jmac Enterprises LLC | 1.43% | Add +9.3% | 33,583 | $9.0M |
| Archford Capital Strategies, LLC | 1.34% | Add +1.1% | 32,495 | $8.9M |
| CW Advisors, LLC | 0.12% | Reduce -9.9% | 33,074 | $8.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +3.8% | 32,807 | $8.8M |
| Clayton Financial Group LLC | 3.24% | Reduce -2.6% | 32,370 | $8.7M |
| Highland Capital Management, LLC | 0.49% | Add +1.2% | 32,255 | $8.6M |
| Financial Planning & Information Services, Inc. | 1.18% | Add +2.6% | 32,069 | $8.6M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -17.5% | 31,905 | $8.5M |
| Arvest Investments, Inc. | 1.27% | Reduce -0.6% | 31,342 | $8.4M |
| Fee-Only Financial Planning, L.C. | 5.32% | Reduce -0.1% | 31,063 | $8.3M |
| Avantax Planning Partners, Inc. | 0.29% | Reduce -11.5% | 30,561 | $8.2M |
| Blair William & Co. | 0.02% | Add +0.6% | 30,520 | $8.2M |
| Advisory Services Network, LLC | 0.17% | No change | 32,621 | $8.2M |
| Waverly Advisors, LLC | 0.15% | Add +5.0% | 29,642 | $7.9M |
| Merit Financial Group, LLC | 0.18% | Add +8.9% | 29,514 | $7.9M |
| Towerpoint Wealth, LLC | 3.65% | Add +2.0% | 28,840 | $7.7M |
| Veery Capital, LLC | 2.88% | Add +67.1% | 28,664 | $7.7M |
| Focus Financial Network, Inc. | 0.31% | Add +1.2% | 28,392 | $7.6M |
| Old National Bancorp | 0.17% | Reduce -4.8% | 28,070 | $7.5M |
| Ifrah Financial Services, Inc. | 2.02% | Reduce -1.2% | 28,069 | $7.5M |
| HB Wealth Management, LLC | 0.08% | Add +8.3% | 28,042 | $7.5M |
| Relyea Zuckerberg Hanson LLC | 1.14% | Reduce -5.6% | 27,961 | $7.5M |
| Focused Wealth Management, Inc | 1.00% | Add +4.1% | 27,883 | $7.5M |
| Performa Ltd (US), LLC | 2.77% | Add +0.2% | 27,851 | $7.4M |
| Capital Advisors Wealth Management, LLC | 1.37% | Reduce -0.1% | 27,717 | $7.4M |
| GHP Investment Advisors, Inc. | 0.33% | Reduce -1.1% | 27,105 | $7.2M |
| RFG Advisory, LLC | 0.22% | Reduce -11.1% | 27,098 | $7.2M |
| Robertson Stephens Wealth Management, LLC | 0.26% | New | 26,811 | $7.2M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +23.4% | 26,651 | $7.1M |
| Cornerstone Management, Inc. | 1.46% | Reduce -2.7% | 26,160 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 25,580 | $6.8M |
| Cwm, LLC | 0.03% | Add +1.9% | 25,441 | $6.8M |
| Savant Capital, LLC | 0.05% | Reduce -4.4% | 24,581 | $6.6M |
| SWAN Capital LLC | 3.08% | Reduce -33.6% | 23,433 | $6.3M |
| SkyOak Wealth, LLC | 1.36% | Reduce -6.2% | 23,032 | $6.2M |
| Blue Investment Partners LLC | 2.52% | Add +7.6% | 22,827 | $6.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.29% | Add +3.7% | 22,270 | $6.0M |
| River Wealth Advisors LLC | 0.79% | Reduce -0.3% | 22,057 | $5.9M |
| Quent Capital, LLC | 0.59% | Reduce -1.1% | 21,748 | $5.8M |
| Pinnacle Financial Partners Inc | 0.11% | Reduce -1.1% | 21,336 | $5.7M |
| Texas Yale Capital Corp. | 0.24% | Add +1.9% | 20,863 | $5.6M |
| Leeward Financial Partners, LLC | 2.10% | Add +2.4% | 20,815 | $5.6M |
| Wolff Financial Management LLC | 1.50% | New | 20,591 | $5.5M |
| New Wave Wealth Advisors LLC | 2.48% | New | 20,134 | $5.4M |
| Heritage Oak Wealth Advisors LLC | 2.48% | New | 20,134 | $5.4M |
| Advisory Alpha, LLC | 0.19% | Add +0.9% | 20,060 | $5.4M |
| Strategic Investment Advisors / MI | 0.58% | Add +6.4% | 19,972 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.6% | 19,587 | $5.2M |
| Manchester Capital Management LLC | 0.60% | Reduce -0.8% | 19,219 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.6% | 19,123 | $5.1M |
| Bank of Montreal | 0.00% | Reduce -34.9% | 19,020 | $5.1M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +138.1% | 18,782 | $5.0M |
| Independent Financial Group, LLC | 0.18% | Add +1.3% | 18,702 | $5.0M |
| Prosperity Planning, Inc. | 2.21% | Add +0.1% | 18,612 | $5.0M |
| Tenret Co LLC | 3.12% | Add +5.0% | 18,534 | $5.0M |
| Bradley Foster & Sargent Inc. | 0.08% | No change | 18,470 | $4.9M |
| Councilor Wealth, LLC | 2.41% | Add +7.1% | 18,460 | $4.9M |
| Commerce Bank | 0.03% | Add +6.4% | 17,925 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -2.2% | 17,813 | $4.8M |
| Essential Planning, LLC. | 1.95% | Reduce -0.5% | 17,769 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +317.0% | 17,760 | $4.7M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.1% | 17,630 | $4.7M |
| Valley National Advisers Inc. | 0.85% | Reduce -23.3% | 17,556 | $4.7M |
| Associated Banc-Corp | 0.14% | Add +43.0% | 17,531 | $4.7M |
| First Horizon Advisors, Inc. | 0.13% | Add +8.1% | 17,309 | $4.6M |
| Mechanics Bank Trust Department | 0.60% | Add +8.3% | 16,909 | $4.5M |
| Procyon Advisors, LLC | 0.31% | Add +3.9% | 16,839 | $4.5M |
| Joel Isaacson & Co., LLC | 0.21% | Add +0.8% | 16,709 | $4.5M |
| Black Diamond Financial, LLC | 0.75% | Add +0.0% | 16,591 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +32.9% | 16,588 | $4.4M |
| Trust Point Inc. | 0.33% | Add +5.1% | 16,401 | $4.4M |
| CJM Wealth Advisers, Ltd. | 1.50% | Reduce -2.3% | 16,394 | $4.4M |
| CX Institutional | 0.19% | Reduce -11.7% | 16,182 | $4.3M |
| Citigroup Inc. | 0.00% | Add +18.0% | 16,122 | $4.3M |
| Titleist Asset Management, LLC | 0.62% | Add +2.4% | 16,062 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +0.7% | 15,986 | $4.3M |
| Gemmer Asset Management LLC | 0.42% | New | 15,883 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Add +8.8% | 15,589 | $4.2M |
| Ackerman Capital Advisors, LLC | 1.07% | Add +0.1% | 15,514 | $4.1M |
| LifePlan Investment Advisors, Inc. | 2.64% | Add +5.8% | 15,428 | $4.1M |
| Betterment LLC | 0.01% | Reduce -3.5% | 15,386 | $4.1M |
| Meritage Portfolio Management | 0.25% | Add +36.5% | 15,310 | $4.1M |
| Holderness Investments Co. | 0.89% | Reduce -1.4% | 15,161 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +1.1% | 15,143 | $4.0M |
| Tower View Wealth Management LLC | 2.21% | Reduce -0.6% | 15,075 | $4.0M |
| Eclectic Associates Inc. | 1.57% | Add +7.4% | 14,909 | $4.0M |
| Martel Wealth Advisors LLC | 0.81% | Reduce -1.0% | 14,704 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.0% | 14,720 | $3.9M |
| Brophy Wealth Management, LLC | 1.40% | — | 14,671 | $3.9M |
| Riversedge Advisors, LLC | 0.89% | Add +0.6% | 14,658 | $3.9M |
| Cornerstone Advisory, LLC | 0.51% | Reduce -1.1% | 14,537 | $3.9M |
| Nabity-Jensen Investment Management Inc | 2.93% | Add +0.3% | 14,306 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -6.0% | 14,257 | $3.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -63.0% | 14,087 | $3.8M |
| Arax Advisory Partners | 0.34% | Add +2.0% | 14,082 | $3.8M |
| Mainsail Asset Management, LLC | 2.78% | Add +3.5% | 14,034 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +37.7% | 13,987 | $3.7M |
| Everhart Financial Group, Inc. | 0.80% | Reduce -0.3% | 13,545 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +0.4% | 13,446 | $3.6M |
| Curbstone Financial Management Corp | 0.76% | Reduce -0.4% | 13,370 | $3.6M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -3.8% | 13,362 | $3.6M |
| Probity Advisors, Inc. | 0.68% | Reduce -0.5% | 13,359 | $3.6M |
| Center for Financial Planning, Inc. | 0.48% | Reduce -1.8% | 13,322 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +307.3% | 13,312 | $3.6M |
| San Luis Wealth Advisors LLC | 0.73% | New | 13,187 | $3.5M |
| Juncture Wealth Strategies, LLC | 1.36% | Add +7.8% | 13,155 | $3.5M |
| Dopkins Wealth Management, LLC | 2.80% | Reduce -13.8% | 12,957 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.3% | 12,733 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.64% | Reduce -1.7% | 12,614 | $3.4M |
| Creative Financial Designs Inc. | 0.28% | Reduce -7.0% | 12,600 | $3.4M |
| Acropolis Investment Management, LLC | 0.20% | Reduce -0.4% | 12,577 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.33% | Add +16.6% | 12,563 | $3.4M |
| Fermata Advisors, LLC | 0.68% | Add +7.8% | 12,489 | $3.3M |
| TAGStone Capital, Inc. | 1.65% | Add +3.6% | 12,092 | $3.2M |
| Warner Financial, Inc. | 1.42% | Add +2.4% | 11,959 | $3.2M |
| SilverOak Wealth Management LLC | 0.70% | No change | 11,645 | $3.1M |
| Alpine Bank Wealth Management | 0.50% | — | 11,614 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -4.0% | 11,557 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -4.7% | 11,493 | $3.1M |
| Zeit Capital LLC | 2.35% | Add +0.2% | 11,359 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.0% | 11,348 | $3.0M |
| Cranbrook Wealth Management, LLC | 0.69% | Add +0.1% | 11,337 | $3.0M |
| Shelton Wealth Management, LLC | 1.72% | Add +9.4% | 11,324 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -33.4% | 11,189 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Add +0.5% | 11,149 | $3.0M |
| NFSG Corp | 1.05% | Add +55.2% | 11,147 | $3.0M |
| Disciplined Investments, LLC | 1.47% | Add +1.0% | 11,132 | $3.0M |
| Retirement Planning Group, LLC | 0.16% | Add +17.9% | 11,093 | $3.0M |
| MTC Wealth Management LLC | 1.34% | Reduce -2.5% | 11,086 | $3.0M |
| Crestwood Advisors Group, LLC | 0.06% | Add +7.4% | 11,069 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +27.8% | 11,058 | $3.0M |
| Brighton Jones LLC | 0.11% | Reduce -1.4% | 11,018 | $2.9M |
| Raymond James Trust N.A. | 0.06% | Add +14.0% | 10,933 | $2.9M |
| Verdence Capital Advisors LLC | 0.23% | Add +1.3% | 10,848 | $2.9M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -3.3% | 10,752 | $2.9M |
| Flow Traders U.S. LLC | 0.14% | Reduce -16.5% | 10,651 | $2.8M |
| Evergreen Wealth Management, LLC | 1.70% | Reduce -14.8% | 10,590 | $2.8M |
| Synovus Financial Corp. | 0.03% | Add +145.4% | 10,494 | $2.8M |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 10,458 | $2.8M |
| RTD Financial Advisors, Inc. | 0.35% | Reduce -0.1% | 10,403 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -14.2% | 10,353 | $2.8M |
| KPP Advisory Services LLC | 0.66% | Reduce -1.2% | 10,350 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -10.8% | 10,247 | $2.7M |
| Brown Wealth Management, LLC | 0.99% | Add +0.5% | 10,229 | $2.7M |
| Royal Fund Management, LLC | 0.19% | Add +89.1% | 10,048 | $2.7M |
| American Financial & Tax Strategies Inc. | 1.37% | Add +3.5% | 10,065 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1.0% | 10,058 | $2.7M |
| MSH Capital Advisors LLC | 0.82% | Add +2.4% | 10,028 | $2.7M |
| TFB Advisors LLC | 0.80% | Reduce -1.6% | 9,996 | $2.7M |
| One Day In July LLC | 0.30% | Add +1.6% | 100,090 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +37.7% | 9,980 | $2.7M |
| Algorithmic Investment Models, LLC | 1.90% | No change | 9,654 | $2.6M |
| Summit Financial, LLC | 0.10% | Add +12.4% | 9,603 | $2.6M |
| Compass Ion Advisors, LLC | 0.31% | Reduce -0.3% | 9,497 | $2.5M |
| TD Private Client Wealth LLC | 0.07% | Add +0.2% | 9,386 | $2.5M |
| Financial Counselors Inc. | 0.04% | Add +15.2% | 9,312 | $2.5M |
| Trustmark Bank Trust Department | 0.19% | Reduce -3.7% | 9,301 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +5.2% | 9,176 | $2.5M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -6.4% | 9,144 | $2.4M |
| G2 Capital Management, LLC / Oh | 0.71% | Add +0.1% | 9,078 | $2.4M |
| Global Trust Asset Management, LLC | 0.89% | Reduce -2.2% | 9,000 | $2.4M |
| Matisse Capital | 1.17% | Add +34.1% | 9,000 | $2.4M |
| Greenwood Capital Associates LLC | 0.31% | Add +2.6% | 8,924 | $2.4M |
| Ally Invest Advisors Inc. | 0.21% | Add +38.3% | 8,923 | $2.4M |
| Stephen J. Garry & Associates, LLC | 2.25% | Add +102.9% | 8,853 | $2.4M |
| Aire Advisors, LLC | 0.52% | Reduce -2.0% | 8,826 | $2.4M |
| SFI Advisors, LLC | 1.67% | Reduce -32.8% | 8,777 | $2.3M |
| Cedrus LLC | 0.84% | Add +7.0% | 8,508 | $2.3M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -89.0% | 8,490 | $2.3M |
| Falcon Wealth Planning | 0.27% | Reduce -1.9% | 8,480 | $2.3M |
| &partners | 0.04% | Add +30.3% | 8,455 | $2.3M |
| Tritonpoint Wealth, LLC | 0.21% | Reduce -9.6% | 8,444 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +15.3% | 8,367 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 8,332 | $2.2M |
| Sterling Financial Planning, Inc. | 0.81% | Reduce -0.9% | 8,228 | $2.2M |
| Simmons Bank | 0.16% | Reduce -1.9% | 8,217 | $2.2M |
| Vanguard Group Inc. | 0.00% | Add +19.6% | 8,165 | $2.2M |
| Keybank National Association | 0.01% | Reduce -3.3% | 8,156 | $2.2M |
| Wrenne Financial Planning LLC | 1.29% | Add +1.2% | 8,096 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +38.8% | 8,052 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.80% | Add +156.7% | 8,052 | $2.2M |
| Goodwin Investment Advisory | 0.93% | Reduce -3.2% | 8,027 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Add +694.9% | 7,973 | $2.1M |
| GC Wealth Management RIA, LLC | 0.36% | Add +5.3% | 7,765 | $2.1M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -3.7% | 7,587 | $2.0M |
| Creekside Partners | 1.05% | Reduce -2.3% | 7,580 | $2.0M |
| BTC Capital Management, Inc. | 0.18% | Reduce -0.6% | 7,573 | $2.0M |
| Argent Trust Co | 0.08% | Reduce -0.3% | 7,542 | $2.0M |
| Integrity Wealth Solutions LLC | 1.17% | Add +0.3% | 7,514 | $2.0M |
| Dentgroup LLC | 1.50% | Reduce -7.8% | 7,500 | $2.0M |
| Tradition Wealth Management, LLC | 0.18% | Add +0.7% | 7,467 | $2.0M |
| Insight Advisors, LLC/ PA | 0.35% | Add +2.6% | 7,463 | $2.0M |
| Curtis Advisory Group, LLC | 0.56% | Add +4.0% | 7,324 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -4.5% | 7,279 | $1.9M |
| Moneco Advisors, LLC | 0.24% | Add +1.1% | 7,278 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +63.9% | 7,234 | $1.9M |
| Richard P Slaughter Associates Inc | 0.45% | Reduce -1.9% | 7,207 | $1.9M |
| Quadcap Wealth Management, LLC | 0.30% | Add +13.5% | 7,183 | $1.9M |
| Hilltop National Bank | 0.58% | Add +20.6% | 7,150 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +18.6% | 7,018 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.91% | Reduce -5.8% | 6,992 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -53.4% | 6,977 | $1.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.57% | Add +0.1% | 6,958 | $1.9M |
| Paces Ferry Wealth Advisors, LLC | 1.07% | Add +7.7% | 6,955 | $1.9M |
| Thrive Capital Management, LLC | 0.88% | Reduce -3.1% | 6,950 | $1.9M |
| Richardson Financial Services Inc. | 1.17% | Add +0.9% | 7,358 | $1.8M |
| Harbour Capital Advisors, LLC | 0.42% | No change | 6,836 | $1.8M |
| Noble Family Wealth, LLC | 0.49% | Reduce -1.4% | 6,830 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -8.3% | 6,798 | $1.8M |
| Vickerman Investment Advisors, Inc. | 0.53% | Add +1.0% | 6,753 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +18.1% | 6,601 | $1.8M |
| Kades & Cheifetz LLC | 1.02% | Add +0.3% | 6,673 | $1.8M |
| Truepoint, Inc. | 0.05% | No change | 6,639 | $1.8M |
| Cascade Wealth Advisors, Inc | 1.26% | Reduce -1.9% | 6,606 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -0.3% | 6,570 | $1.8M |
| Simon Quick Advisors, LLC | 0.11% | Add +0.3% | 6,541 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Add +2.7% | 6,533 | $1.7M |
| Founders Financial Securities LLC | 0.16% | Add +6.4% | 6,497 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Add +2.4% | 6,436 | $1.7M |
| Bokf, NA | 0.03% | Reduce -4.6% | 6,470 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.30% | Reduce -3.6% | 6,333 | $1.7M |
| Accel Wealth Management | 0.63% | Add +11.1% | 6,325 | $1.7M |
| Grey Ledge Advisors, LLC | 0.43% | Reduce -3.4% | 6,302 | $1.7M |
| Financial Connections Group, Inc. | 0.82% | Reduce -1.2% | 6,230 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +202.7% | 6,209 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.55% | Reduce -0.4% | 6,206 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Reduce -28.8% | 6,198 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +75.1% | 6,167 | $1.6M |
| Csenge Advisory Group | 0.09% | Reduce -3.9% | 6,027 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | New | 6,106 | $1.6M |
| Cooksen Wealth, LLC | 1.53% | Reduce -12.9% | 6,102 | $1.6M |
| Covington Investment Advisors Inc. | 0.24% | Reduce -2.6% | 6,087 | $1.6M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -5.2% | 6,034 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +32.8% | 6,941 | $1.6M |
| Consolidated Portfolio Review Corp | 0.36% | Add +1.8% | 5,952 | $1.6M |
| Belpointe Asset Management LLC | 0.10% | Add +4.3% | 5,926 | $1.6M |
| Fortis Capital Advisors, LLC | 0.52% | Add +2.8% | 5,838 | $1.6M |
| MAI Capital Management | 0.01% | Add +0.8% | 5,831 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +3.1% | 5,822 | $1.6M |
| Meridian Financial Advisors, LLC | 1.04% | Reduce -1.9% | 5,822 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Reduce -13.1% | 5,803 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +3.8% | 5,785 | $1.5M |
| Mustard Seed Financial, LLC | 1.28% | Add +6.7% | 5,774 | $1.5M |
| Horizon Bancorp Inc. | 0.71% | Add +1.3% | 5,758 | $1.5M |
| Smithbridge Asset Management Inc. | 0.27% | Reduce -0.8% | 5,759 | $1.5M |
| Sage Mountain Advisors LLC | 0.13% | No change | 5,740 | $1.5M |
| Rebalance, LLC | 0.11% | No change | 5,702 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Reduce -0.9% | 5,687 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.9% | 5,650 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.35% | Add +0.5% | 5,647 | $1.5M |
| Goepper Burkhardt LLC | 0.62% | Reduce -8.4% | 5,628 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -24.9% | 5,582 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.57% | Add +1.9% | 5,571 | $1.5M |
| 1834 Investment Advisors Co. | 0.17% | Add +11.1% | 5,548 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.28% | Reduce -2.0% | 5,530 | $1.5M |
| Sagace Wealth Management LLC | 1.14% | Add +21.8% | 5,380 | $1.5M |
| Topel & Distasi Wealth Management, LLC | 0.60% | No change | 5,444 | $1.5M |
| Aspiriant, LLC | 0.06% | Reduce -0.2% | 5,422 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.12% | No change | 5,408 | $1.4M |
| Compton Wealth Advisory Group, LLC | 0.36% | Add +0.3% | 5,378 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | Add +10.7% | 5,371 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.56% | Add +10.9% | 5,349 | $1.4M |
| Dravo Bay LLC | 0.73% | Reduce -16.9% | 5,326 | $1.4M |
| Opus Capital Group, LLC | 0.17% | Reduce -4.3% | 5,217 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -23.9% | 5,118 | $1.4M |
| Kennicott Capital Management LLC | 0.52% | No change | 5,117 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -0.2% | 5,066 | $1.4M |
| Wealth Alliance, LLC | 0.16% | Add +8.7% | 5,004 | $1.3M |
| StoneX Group Inc. | 0.10% | Add +13.2% | 4,997 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | No change | 4,972 | $1.3M |
| Uptick Partners, LLC | 0.56% | Add +12.7% | 4,951 | $1.3M |
| Level Four Advisory Services, LLC | 0.06% | Add +148.6% | 4,948 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.35% | Add +1.6% | 4,905 | $1.3M |
| Bridge Advisory, LLC | 0.62% | Reduce -4.7% | 4,883 | $1.3M |
| BSW Wealth Partners | 0.20% | Reduce -0.8% | 4,868 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | New | 4,866 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +3.1% | 4,829 | $1.3M |
| Country Club Bank | 0.09% | No change | 4,813 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Add +4.9% | 4,762 | $1.3M |
| IFP Advisors, Inc | 0.05% | Add +3.9% | 4,750 | $1.3M |
| Investmark Advisory Group LLC | 0.62% | Reduce -11.5% | 4,744 | $1.3M |
| Transatlantique Private Wealth LLC | 0.48% | New | 4,739 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.23% | Reduce -1.6% | 11,492 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.43% | Reduce -1.4% | 4,607 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -71.9% | 4,545 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.4% | 4,538 | $1.2M |
| TAP Consulting, LLC | 0.24% | Reduce -0.5% | 4,520 | $1.2M |
| Signet Financial Management, LLC | 0.15% | Reduce -3.6% | 4,519 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 4,501 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.6% | 4,490 | $1.2M |
| Trust Co of the South | 0.25% | No change | 4,436 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,413 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.16% | Reduce -4.3% | 4,395 | $1.2M |
| Trust Co | 0.14% | Add +13.4% | 4,361 | $1.2M |
| Center For Asset Management LLC | 0.69% | Add +4.7% | 4,350 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.4% | 4,337 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -17.4% | 4,337 | $1.2M |
| Hartline Investment Corp./ | 0.14% | No change | 4,331 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.10% | No change | 4,323 | $1.2M |
| Sunburst Financial Group, LLC | 0.29% | Add +2.6% | 4,287 | $1.1M |
| United Bank | 0.13% | No change | 4,230 | $1.1M |
| CGN Advisors LLC | 0.11% | Reduce -0.2% | 4,228 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -15.5% | 4,217 | $1.1M |
| Sawgrass Asset Management LLC | 0.12% | Reduce -19.8% | 4,200 | $1.1M |
| Willner & Heller, LLC | 1.00% | Add +0.4% | 4,178 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -1.2% | 4,148 | $1.1M |
| Round Rock Advisors LLC | 0.26% | No change | 4,147 | $1.1M |
| Quantum Portfolio Management LLC | 0.60% | Add +103.0% | 4,138 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.15% | No change | 4,110 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.15% | No change | 4,076 | $1.1M |
| Diversified Trust Co. | 0.03% | Reduce -0.6% | 4,053 | $1.1M |
| PFG Advisors | 0.07% | Reduce -0.6% | 4,041 | $1.1M |
| Bank of Hawaii | 0.04% | Add +6.0% | 4,001 | $1.1M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -0.6% | 3,992 | $1.1M |
| First United Bank & Trust | 0.38% | Add +63.6% | 3,991 | $1.1M |
| City Holding Co. | 0.15% | Reduce -1.0% | 3,966 | $1.1M |
| LGL Partners, LLC | 0.15% | Add +0.1% | 3,950 | $1.1M |
| Gryphon Financial Partners LLC | 0.15% | Reduce -3.0% | 3,948 | $1.1M |
| Capital Planning LLC | 0.29% | Add +6.6% | 3,932 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -21.6% | 4,337 | $1.0M |
| Strategic Financial Partners, Ltd. | 0.53% | Add +3.7% | 3,868 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -10.2% | 3,821 | $1.0M |
| Wedmont Private Capital | 0.06% | Add +0.3% | 3,845 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.28% | Add +9.6% | 3,771 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 3,658 | $1.0M |
| Heritage Wealth Management, Inc. | 0.90% | Reduce -3.2% | 3,734 | $998K |
| Coldstream Capital Management Inc. | 0.02% | Add +12.0% | 3,680 | $994K |
| Intergy Private Wealth, LLC | 0.38% | Add +4.8% | 3,700 | $989K |
| MidAtlantic Capital Management, Inc. | 0.72% | Reduce -0.9% | 3,684 | $985K |
| Battery Global Advisors, LLC | 0.53% | No change | 3,680 | $984K |
| First American Trust, FSB | 0.10% | Add +11.5% | 3,651 | $976K |
| AMG National Trust Bank | 0.03% | Reduce -2.6% | 3,649 | $976K |
| Everstar Asset Management, LLC | 0.66% | — | 3,595 | $961K |
| Perennial Investment Advisors, LLC | 0.12% | Add +1.8% | 3,591 | $961K |
| Citizens Financial Group Inc. | 0.02% | Add +1.9% | 3,565 | $953K |
| Accretive Wealth Partners, LLC | 0.40% | Reduce -0.0% | 3,561 | $952K |
| Caprock Group, LLC | 0.03% | Reduce -1.3% | 3,498 | $935K |
| Washington Trust Advisors, Inc. | 0.08% | No change | 3,488 | $933K |
| Valmark Advisers, Inc. | 0.01% | New | 3,487 | $932K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -2.2% | 3,476 | $929K |
| St. Louis Trust Co | 0.13% | No change | 3,450 | $922K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.9% | 3,419 | $914K |
| Verity Asset Management, Inc. | 0.34% | Add +0.1% | 3,416 | $914K |
| Nemes Rush Group LLC | 0.13% | No change | 3,501 | $913K |
| ERn Financial, LLC | 0.14% | Reduce -1.0% | 3,404 | $910K |
| NewEdge Wealth, LLC | 0.02% | Add +6.6% | 3,402 | $910K |
| Carnegie Investment Counsel | 0.03% | Reduce -23.7% | 3,402 | $910K |
| First International Bank & Trust | 0.29% | Reduce -5.0% | 3,372 | $902K |
| Waller Financial Planning Group, Inc. | 0.22% | Add +1.7% | 3,330 | $890K |
| Allworth Financial LP | 0.01% | Reduce -7.2% | 3,324 | $889K |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -0.6% | 3,324 | $889K |
| Blue Trust, Inc. | 0.01% | Reduce -1.3% | 3,500 | $875K |
| Integrated Capital Management, LLC | 0.46% | — | 3,271 | $875K |
| American Trust | 0.07% | Add +0.6% | 3,237 | $866K |
| NorthStar Asset Management LLC | 0.57% | Reduce -0.3% | 3,221 | $861K |
| Empower Advisory Group, LLC | 0.00% | Add +1.9% | 3,159 | $845K |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -21.3% | 3,155 | $844K |
| Checchi Capital Advisers, LLC | 0.06% | No change | 3,124 | $835K |
| Novak & Powell Financial Services, Inc. | 0.48% | No change | 3,105 | $830K |
| Stonebridge Financial Planning Group, LLC | 0.39% | No change | 3,093 | $827K |
| Evergreen Capital Management LLC | 0.03% | Add +5.8% | 3,091 | $826K |
| Shoker Investment Counsel, Inc. | 0.28% | Reduce -2.3% | 3,083 | $825K |
| Duncan Williams Asset Management, LLC | 0.45% | New | 3,071 | $821K |
| Glass Jacobson Investment Advisors llc | 0.27% | No change | 3,066 | $820K |
| Baldwin Wealth Partners LLC | 0.06% | Add +1993.8% | 3,057 | $817K |
| Lindbrook Capital, LLC | 0.07% | No change | 3,045 | $814K |
| WealthShield Partners, LLC | 0.11% | Reduce -2.4% | 3,039 | $813K |
| Macroview Investment Management LLC | 0.79% | Add +4.3% | 3,033 | $811K |
| Hart & Patterson Financial Group LLC | 0.38% | Reduce -3.4% | 3,033 | $811K |
| Windward Private Wealth Management Inc. | 0.31% | Reduce -1.6% | 3,004 | $803K |
| Wrapmanager Inc. | 0.21% | Reduce -11.8% | 2,969 | $794K |
| Compass Financial Group, INC | 0.16% | Reduce -0.9% | 2,967 | $793K |
| Tobias Financial Advisors, Inc. | 0.16% | Add +0.1% | 2,967 | $793K |
| Evermay Wealth Management LLC | 0.13% | Reduce -3.2% | 2,952 | $789K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 2,950 | $789K |
| Centaurus Financial, Inc. | 0.05% | Add +1.4% | 2,903 | $776K |
| Busey Bank | 0.03% | No change | 2,891 | $773K |
| Carl P. Sherr & Co., LLC | 0.40% | No change | 2,867 | $767K |
| Norden Group LLC | 0.09% | New | 2,862 | $765K |
| FSA Advisors, Inc. | 0.76% | Add +1.5% | 2,859 | $764K |
| BKM Wealth Management, LLC | 0.31% | Add +8.1% | 2,853 | $763K |
| Mayfair Advisory Group, LLC | 0.48% | Add +11.7% | 2,847 | $762K |
| Financial Alternatives, Inc | 0.53% | No change | 2,843 | $760K |
| QRG Capital Management, Inc. | 0.01% | Add +39.7% | 2,796 | $748K |
| Houlihan Financial Resource Group, Ltd. | 0.31% | New | 2,759 | $738K |
| ProVise Management Group, LLC | 0.06% | No change | 2,760 | $738K |
| McNamara Financial Services, Inc. | 0.15% | Reduce -0.6% | 2,755 | $737K |
| Family Firm, Inc. | 0.16% | Add +2.9% | 2,753 | $736K |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.7% | 2,745 | $734K |
| CreativeOne Wealth, LLC | 0.02% | Add +22.3% | 2,744 | $734K |
| Fiducient Advisors LLC | 0.08% | Reduce -45.0% | 2,724 | $728K |
| Independent Wealth Network Inc. | 0.32% | Reduce -2.9% | 2,716 | $726K |
| Asset Dedication, LLC | 0.05% | No change | 2,674 | $715K |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.1% | 2,673 | $715K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -4.4% | 2,669 | $714K |
| Davis R M Inc. | 0.01% | No change | 2,668 | $713K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +5.2% | 2,658 | $711K |
| Steph & Co. | 0.23% | Reduce -1.6% | 2,654 | $710K |
| Tsfg, LLC | 0.15% | Add +0.6% | 2,624 | $702K |
| Passumpsic Savings Bank | 0.45% | Add +8.2% | 2,588 | $692K |
| Main Street Financial Solutions, LLC | 0.06% | Add +4.4% | 2,584 | $691K |
| Diversify Advisory Services, LLC | 0.04% | Add +7.3% | 2,541 | $685K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -0.1% | 2,563 | $685K |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 2,560 | $684K |
| Spire Wealth Management | 0.02% | Reduce -4.2% | 2,549 | $682K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -5.0% | 2,548 | $681K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 2,538 | $679K |
| IFG Advisors, LLC | 0.14% | Add +0.2% | 2,531 | $677K |
| Principle Wealth Partners LLC | 0.05% | Add +26.1% | 2,511 | $671K |
| Kure Advisory, LLC | 0.60% | Add +3.0% | 2,510 | $671K |
| Aviso Wealth Management | 0.36% | No change | 2,480 | $663K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Reduce -0.1% | 2,479 | $663K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,477 | $662K |
| Lane & Associates LLC | 0.36% | Reduce -4.7% | 2,471 | $661K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -5.0% | 2,461 | $658K |
| Glenview Trust Co | 0.01% | No change | 2,453 | $656K |
| Ballentine Partners, LLC | 0.01% | No change | 2,440 | $652K |
| Integrated Advisors Network LLC | 0.03% | Reduce -6.2% | 2,427 | $649K |
| O'ROURKE & COMPANY, Inc | 0.32% | Add +2.3% | 2,425 | $648K |
| Hoge Financial Services, LLC | 0.48% | Add +0.7% | 2,401 | $642K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -19.4% | 2,408 | $641K |
| Aspen Grove Capital, LLC | 0.14% | Add +0.0% | 2,388 | $639K |
| Magnus Financial Group LLC | 0.07% | Add +0.6% | 2,386 | $638K |
| Global Retirement Partners, LLC | 0.02% | Reduce -11.1% | 2,382 | $637K |
| Solutions 4 Wealth, Ltd | 1.24% | Reduce -1.0% | 2,371 | $634K |
| Carolinas Wealth Consulting LLC | 0.11% | No change | 2,346 | $627K |
| Wheelhouse Advisory Group LLC | 0.40% | Reduce -27.6% | 2,319 | $620K |
| World Investment Advisors | 0.02% | Reduce -96.1% | 2,316 | $619K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.4% | 2,301 | $615K |
| Key Financial Inc | 0.14% | No change | 2,295 | $614K |
| Cary Street Partners Asset Management LLC | 0.08% | Add +0.7% | 2,278 | $609K |
| Smithfield Trust Co | 0.03% | Reduce -1.4% | 2,281 | $609K |
| Orin Green Financial, LLC | 0.26% | No change | 2,270 | $607K |
| Fingerlakes Wealth Management, Inc. | 0.50% | Reduce -9.2% | 2,262 | $605K |
| Fiduciary Trust Co | 0.01% | Add +152.2% | 2,257 | $603K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.4% | 2,252 | $602K |
| Ascentis Independent Advisors | 0.09% | Reduce -32.8% | 2,191 | $586K |
| Mutual Advisors, LLC | 0.02% | Add +1.1% | 2,179 | $586K |
| Bell Bank | 0.07% | No change | 2,187 | $585K |
| Regal Investment Advisors LLC | 0.04% | Add +7.8% | 2,187 | $585K |
| Lee Danner & Bass Inc. | 0.04% | Add +15.4% | 2,181 | $583K |
| Parkside Financial Bank & Trust | 0.08% | Add +0.2% | 2,167 | $579K |
| Athena Investment Management | 0.33% | Add +1.4% | 2,165 | $579K |
| Nwam LLC | 0.04% | New | 2,155 | $576K |
| Salem Investment Counselors Inc. | 0.02% | Add +4.4% | 2,138 | $572K |
| Apeiron RIA LLC | 0.16% | Add +5.2% | 2,135 | $571K |
| Pacific Sun Financial Corp | 0.31% | Reduce -0.5% | 2,124 | $568K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.6% | 2,115 | $566K |
| Northeast Investment Management | 0.03% | No change | 2,115 | $565K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -2.9% | 2,096 | $561K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Add +4.3% | 2,085 | $557K |
| Sigma Planning Corp | 0.02% | Reduce -0.3% | 2,080 | $556K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,067 | $553K |
| Plancorp, LLC | 0.02% | Reduce -0.1% | 2,064 | $552K |
| SPC Financial, Inc. | 0.05% | Reduce -1.0% | 2,046 | $547K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,044 | $547K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -4.9% | 2,036 | $544K |
| United Advisor Group, LLC | 0.12% | Add +87.7% | 2,027 | $542K |
| Pegasus Partners Ltd. | 0.05% | No change | 2,004 | $536K |
| SlateStone Wealth, LLC | 0.05% | New | 2,001 | $535K |
| 1776 Wealth LLC | 0.24% | No change | 1,998 | $534K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +15.6% | 1,982 | $534K |
| Anchor Investment Management, LLC | 0.05% | Add +19.5% | 1,990 | $532K |
| CCG Wealth Management, LLC | 0.30% | Reduce -0.3% | 1,981 | $530K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -9.2% | 1,970 | $527K |
| Jacobi Capital Management LLC | 0.04% | Reduce -22.8% | 1,947 | $520K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.4% | 1,939 | $518K |
| Fusion Capital, LLC | 0.22% | Add +0.2% | 1,936 | $518K |
| RKL Wealth Management LLC | 0.05% | Reduce -0.2% | 1,915 | $512K |
| Good Life Advisors, LLC | 0.03% | No change | 1,909 | $510K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -7.4% | 1,898 | $508K |
| Talon Private Wealth, LLC | 0.11% | — | 1,895 | $507K |
| Apriem Advisors | 0.06% | Add +92.3% | 1,894 | $506K |
| Resolute Advisors LLC | 0.10% | Add +0.3% | 1,883 | $503K |
| CoreCap Advisors, LLC | 0.02% | New | 1,881 | $503K |
| Apella Capital, LLC | 0.02% | Add +44.5% | 1,894 | $502K |
| Taylor Financial Group, Inc. | 0.35% | Reduce -1.2% | 1,874 | $501K |
| Financial Freedom, LLC | 0.26% | Add +0.1% | 1,872 | $500K |
| Petix & Botte Co | 0.13% | No change | 1,860 | $497K |
| Aspire Wealth Management Corp | 0.27% | Reduce -49.1% | 1,857 | $497K |
| Cherrydale Wealth Management, LLC | 0.20% | Add +0.3% | 1,855 | $496K |
| Hemington Wealth Management | 0.13% | No change | 1,860 | $496K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -2.2% | 1,870 | $494K |
| Shepherd Financial Partners LLC | 0.06% | Add +0.2% | 1,844 | $493K |
| Beacon Financial Advisory LLC | 0.17% | Add +0.2% | 1,843 | $493K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 1,841 | $492K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.1% | 1,838 | $491K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Add +0.2% | 1,826 | $488K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.5% | 1,818 | $486K |
| Cooper Financial Group | 0.06% | Reduce -2.9% | 1,816 | $486K |
| Principal Securities, Inc. | 0.01% | Add +1.7% | 1,815 | $485K |
| Ellevest, Inc. | 0.03% | No change | 1,809 | $484K |
| Rinkey Investments | 0.16% | No change | 1,796 | $480K |
| New Insight Wealth Advisors | 0.25% | Add +30.8% | 1,793 | $479K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.7% | 1,786 | $478K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -1.6% | 1,782 | $476K |
| First Financial Corp. | 0.23% | Reduce -1.4% | 1,779 | $476K |
| World Equity Group, Inc. | 0.17% | Reduce -24.3% | 1,755 | $469K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -2.2% | 1,754 | $469K |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 1,739 | $465K |
| MWA Asset Management | 0.31% | Reduce -0.2% | 1,735 | $464K |
| Ironwood Financial, llc | 0.10% | Add +99.3% | 1,718 | $459K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -99.5% | 1,705 | $456K |
| Ewa, LLC | 0.16% | Add +0.1% | 1,596 | $455K |
| Unconventional Investor, LLC | 0.28% | Add +0.1% | 1,690 | $452K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +0.2% | 1,689 | $452K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -1.4% | 1,687 | $451K |
| Financial Insights, Inc. | 0.15% | Add +9.5% | 1,675 | $448K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +344.0% | 1,674 | $448K |
| Ritholtz Wealth Management | 0.01% | Add +89.8% | 1,674 | $447K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.2% | 1,664 | $445K |
| MAS Advisors LLC | 0.94% | No change | 1,657 | $443K |
| Kovack Advisors, Inc. | 0.05% | Add +11.4% | 1,653 | $442K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | No change | 1,635 | $437K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,633 | $437K |
| Provident Wealth Management, LLC | 0.15% | No change | 1,620 | $433K |
| Kaizen Financial Strategies | 0.25% | Reduce -12.2% | 1,612 | $431K |
| Daymark Wealth Partners, LLC | 0.02% | Add +11.3% | 1,605 | $429K |
| Prospect Financial Services LLC | 0.26% | Add +15.2% | 1,595 | $426K |
| BluePointe Capital Management, LLC | 0.28% | Add +5.1% | 1,594 | $426K |
| Mgo One Seven LLC | 0.02% | Reduce -7.7% | 1,571 | $420K |
| Planning Directions Inc. | 0.25% | Reduce -2.1% | 1,568 | $419K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 1,567 | $419K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,567 | $419K |
| SOL Capital Management CO | 0.05% | No change | 1,564 | $418K |
| McGuire Investment Group, LLC | 0.06% | Add +3.0% | 1,541 | $412K |
| Diversified, LLC | 0.04% | Add +5.9% | 1,528 | $409K |
| Diversified Enterprises, LLC | 0.04% | — | 1,528 | $409K |
| Northwest Financial Advisors | 0.32% | Add +0.3% | 1,523 | $407K |
| Trilogy Capital Inc. | 0.02% | Add +4.5% | 1,522 | $407K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 1,519 | $406K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,510 | $404K |
| Foundations Investment Advisors, LLC | 0.01% | Add +23.7% | 1,508 | $403K |
| Bowman & Co S.C. | 0.21% | Add +0.3% | 1,472 | $393K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 1,466 | $392K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -0.7% | 1,465 | $392K |
| Revisor Wealth Management LLC | 0.24% | Reduce -9.7% | 1,464 | $391K |
| HSBC Holdings PLC | 0.00% | Reduce -51.6% | 1,464 | $391K |
| WoodTrust Financial Corp | 0.06% | Add +6.3% | 1,457 | $390K |
| Florida Financial Advisors, LLC | 0.20% | Add +75.0% | 1,454 | $389K |
| Wambolt & Associates, LLC | 0.11% | Reduce -14.2% | 1,467 | $388K |
| Continuum Advisory, LLC | 0.05% | Add +2.9% | 1,350 | $385K |
| S.A. Mason LLC | 0.20% | No change | 1,434 | $383K |
| Burney Co./ | 0.01% | Reduce -1.8% | 1,413 | $378K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -5.1% | 1,412 | $378K |
| Carmichael Hill & Associates, Inc. | 0.14% | Reduce -10.3% | 1,409 | $377K |
| BIP Wealth, LLC | 0.03% | Add +4.1% | 1,408 | $376K |
| Lido Advisors, LLC | 0.00% | Reduce -6.6% | 1,407 | $376K |
| Sensible Money, LLC | 0.16% | No change | 1,394 | $373K |
| Silverlake Wealth Management LLC | 0.14% | Add +23.4% | 1,393 | $373K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -37.0% | 1,391 | $372K |
| Agate Pass Investment Management, LLC | 0.18% | No change | 1,378 | $368K |
| Bogart Wealth, LLC | 0.02% | Add +0.9% | 1,375 | $368K |
| Klingman & Associates, LLC | 0.02% | Reduce -0.5% | 1,374 | $367K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.7% | 1,372 | $367K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -5.7% | 1,368 | $366K |
| American Money Management, LLC | 0.07% | Add +0.1% | 1,366 | $365K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -0.1% | 1,364 | $365K |
| LongView Wealth Management | 0.12% | Add +14.5% | 1,359 | $363K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -21.2% | 1,354 | $362K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $361K |
| PGIM Custom Harvest LLC | 0.01% | Add +5.2% | 1,338 | $358K |
| NavPoint Financial, Inc. | 0.29% | Add +0.2% | 1,328 | $355K |
| Wells Financial Advisors INC | 0.48% | No change | 1,321 | $353K |
| Jeppson Wealth Management, LLC | 0.13% | Add +0.2% | 1,319 | $353K |
| Davis Investment Partners, LLC | 0.15% | No change | 1,325 | $352K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.8% | 1,313 | $351K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -78.6% | 1,309 | $350K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +25.0% | 1,304 | $349K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,295 | $346K |
| Gen-Wealth Partners Inc | 0.15% | Add +1.0% | 1,278 | $346K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.2% | 1,280 | $342K |
| NorthRock Partners, LLC | 0.01% | No change | 1,276 | $341K |
| Private Trust Co. NA | 0.03% | Add +18.7% | 1,272 | $340K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,266 | $338K |
| Wealthspan Partners, LLC | 0.17% | Add +12.0% | 1,259 | $337K |
| Zions Bancorporation, N.A. | 0.02% | No change | 1,257 | $336K |
| Caldwell Trust Co | 0.04% | Add +1.0% | 1,254 | $335K |
| McClarren Financial Advisors, Inc. | 0.04% | Add +7.9% | 3,509 | $333K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $332K |
| Portside Wealth Group, LLC | 0.06% | New | 1,231 | $329K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $322K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.9% | 1,204 | $322K |
| American Investment Services, Inc. | 0.05% | No change | 1,187 | $317K |
| Elyxium Wealth, LLC | 0.17% | — | 1,185 | $317K |
| Fairman Group, LLC | 0.29% | Add +0.3% | 1,182 | $316K |
| Citadel Advisors | 0.00% | Reduce -88.7% | 1,181 | $316K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.6% | 1,180 | $315K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,180 | $315K |
| WBH Advisory Inc. | 0.03% | No change | 1,172 | $313K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -1.9% | 1,158 | $310K |
| Keebeck Wealth Management | 0.04% | Reduce -9.0% | 1,158 | $310K |
| PAX Financial Group, LLC | 0.05% | Reduce -3.8% | 1,135 | $303K |
| Chapin Davis, Inc. | 0.10% | Add +3.5% | 1,134 | $303K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -4.3% | 1,132 | $303K |
| ICONIQ Capital, LLC | 0.01% | Add +0.3% | 1,132 | $303K |
| Apollon Financial, LLC | 0.09% | Reduce -76.4% | 1,129 | $302K |
| Bluesphere Advisors LLC | 0.15% | Reduce -3.1% | 1,124 | $300K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $300K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,120 | $299K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,116 | $298K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.1% | 1,113 | $298K |
| Compass Advisory Group LLC | 0.11% | Add +0.3% | 1,101 | $294K |
| ARK & TLK Investments, LLC | 0.10% | Reduce -3.4% | 1,098 | $294K |
| PFG Investments, LLC | 0.02% | Reduce -46.6% | 1,098 | $294K |
| Sightline Wealth Advisors, LLC | 0.16% | No change | 1,097 | $293K |
| BNP Paribas Financial Markets | 0.00% | New | 1,093 | $292K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | Add +39.7% | 1,003 | $292K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.3% | 1,092 | $292K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,087 | $291K |
| PDS Planning, Inc | 0.03% | No change | 1,087 | $291K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Add +12.9% | 1,086 | $290K |
| Headinvest, LLC | 0.05% | Add +3.8% | 1,086 | $290K |
| Dearborn Partners LLC | 0.01% | No change | 1,082 | $289K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -7.1% | 1,069 | $286K |
| PCA Investment Advisory Services Inc. | 0.13% | Add +0.8% | 1,065 | $285K |
| Asset Allocation Strategies LLC | 0.08% | New | 1,064 | $285K |
| Eagle Strategies LLC | 0.05% | Add +7.6% | 1,063 | $284K |
| American National Bank & Trust | 0.03% | Reduce -1.2% | 1,034 | $276K |
| Smith, Moore & Co. | 0.03% | Add +2.4% | 1,019 | $272K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 1,017 | $272K |
| CWA Asset Management Group, LLC | 0.01% | — | 1,017 | $272K |
| TFG Advisers LLC | 0.10% | Reduce -1.1% | 1,011 | $270K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 996 | $266K |
| Courier Capital LLC | 0.02% | Reduce -7.8% | 990 | $265K |
| Spinnaker Trust | 0.02% | New | 987 | $264K |
| N.E.W. Advisory Services LLC | 0.03% | Add +3.0% | 986 | $264K |
| Carr Financial Group Corp | 0.08% | Add +0.3% | 985 | $263K |
| NCP Inc. | 0.15% | New | 982 | $263K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -9.8% | 972 | $260K |
| Von Berge Wealth Management Group, LLC | 0.16% | Reduce -2.8% | 907 | $258K |
| Stevens Capital Partners | 0.12% | Add +0.3% | 963 | $257K |
| Greenleaf Trust | 0.00% | Add +3.7% | 960 | $257K |
| Pure Financial Advisors, LLC | 0.01% | New | 958 | $256K |
| Convergence Financial, LLC | 0.05% | Reduce -7.9% | 956 | $256K |
| LexAurum Advisors, LLC | 0.06% | Reduce -85.7% | 955 | $255K |
| TPG Financial Advisors, LLC | 0.11% | Reduce -5.3% | 955 | $255K |
| Ti-Trust, Inc. | 0.18% | No change | 954 | $255K |
| FineMark National Bank & Trust | 0.01% | New | 954 | $255K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Add +2.6% | 953 | $254K |
| New England Private Wealth Advisors LLC | 0.04% | New | 948 | $253K |
| Sutton Place Investors LLC | 0.15% | Add +0.1% | 947 | $253K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.8% | 946 | $253K |
| Net Worth Advisory Group | 0.07% | — | 941 | $252K |
| Edge Financial Advisors LLC | 0.22% | Add +5.6% | 937 | $251K |
| Smartleaf Asset Management LLC | 0.03% | Add +24.2% | 934 | $250K |
| Freestone Capital Holdings, LLC | 0.01% | Add +5.8% | 925 | $247K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $247K |
| Sage Financial Management Group, Inc. | 0.10% | New | 919 | $246K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +13.1% | 923 | $246K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -20.1% | 915 | $245K |
| Oldfather Financial Services, LLC | 0.09% | Reduce -20.7% | 914 | $244K |
| Alexander Labrunerie & Co., Inc. | 0.11% | Reduce -0.6% | 910 | $243K |
| Rollins Financial Advisors, LLC | 0.04% | Add +1.9% | 909 | $243K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.2% | 905 | $242K |
| Fisher Asset Management | 0.00% | Reduce -75.6% | 905 | $242K |
| Apexium Financial, LP | 0.02% | Add +5.8% | 904 | $242K |
| Integral Investment Advisors, Inc. | 0.07% | Add +4.2% | 901 | $241K |
| Old Mission Capital LLC | 0.01% | New | 900 | $241K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $238K |
| Blackston Financial Advisory Group, LLC | 0.12% | New | 883 | $236K |
| O'Dell Group, LLC | 0.05% | New | 880 | $235K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.7% | 863 | $235K |
| CIC Wealth, LLC | 0.06% | No change | 877 | $235K |
| Means Investment Co., Inc. | 0.03% | No change | 871 | $233K |
| LaFleur & Godfrey LLC | 0.03% | New | 867 | $232K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $231K |
| Coppell Advisory Solutions LLC | 0.03% | Add +5.6% | 863 | $231K |
| Western Financial Corp | 0.13% | Reduce -0.7% | 862 | $230K |
| Pinion Investment Advisors, LLC | 0.10% | Add +0.3% | 856 | $229K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 855 | $229K |
| Bailard, Inc. | 0.01% | New | 854 | $228K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.8% | 838 | $226K |
| Rossmore Private Capital | 0.03% | No change | 835 | $223K |
| Argent Advisors, Inc. | 0.08% | No change | 830 | $222K |
| WMG Financial Advisors, LLC | 0.10% | Add +0.7% | 829 | $222K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.2% | 829 | $222K |
| Horizon Investment Services, LLC | 0.09% | No change | 820 | $219K |
| Summit Global Investments | 0.01% | Reduce -6.7% | 818 | $219K |
| Winthrop Advisory Group LLC | 0.03% | New | 811 | $217K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $217K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.4% | 810 | $217K |
| HM Payson & Co. | 0.00% | No change | 808 | $216K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 804 | $215K |
| Stewardship Advisors, LLC | 0.06% | New | 802 | $214K |
| Mosaic Financial Group, LLC | 0.15% | New | 800 | $214K |
| Vigilare Wealth Management | 0.09% | No change | 800 | $214K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -4.8% | 796 | $213K |
| Angeles Wealth Management, LLC | 0.02% | No change | 792 | $212K |
| Triton Financial Group Inc | 0.13% | New | 787 | $211K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 785 | $210K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 785 | $210K |
| Philadelphia Trust Co. | 0.02% | New | 783 | $209K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 781 | $209K |
| Rockland Trust Co. | 0.01% | New | 780 | $209K |
| Keystone Financial Group | 0.03% | New | 779 | $208K |
| Triton Wealth Management, PLLC | 0.12% | Reduce -0.4% | 786 | $208K |
| North Star Investment Management Corp. | 0.01% | No change | 773 | $207K |
| Quadrant Capital Group LLC | 0.01% | No change | 773 | $207K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -24.7% | 773 | $207K |
| REDW Wealth LLC | 0.05% | New | 773 | $207K |
| LaSalle St. Investment Advisors, LLC | 0.08% | New | 774 | $206K |
| Baldwin Investment Management, LLC | 0.03% | New | 770 | $206K |
| Hoxton Planning & Management, LLC | 0.08% | New | 763 | $204K |
| Vista Investment Partners LLC | 0.07% | New | 763 | $204K |
| White Lighthouse Investment Management Inc. | 0.04% | New | 760 | $203K |
| Vident Advisory, LLC | 0.01% | New | 756 | $202K |
| Garrison Point Advisors, LLC | 0.12% | New | 755 | $202K |
| Summit Investment Advisory Services, LLC | 0.11% | New | 752 | $201K |
| Cove Private Wealth, LLC | 0.16% | New | 750 | $201K |
| Milestone Investment Advisors LLC | 0.06% | No change | 741 | $198K |
| Signaturefd, LLC | 0.00% | Reduce -30.4% | 688 | $184K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 689 | $184K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +47.6% | 642 | $172K |
| Venturi Wealth Management, LLC | 0.01% | Add +67.5% | 640 | $171K |
| New Millennium Group LLC | 0.11% | Reduce -5.4% | 630 | $169K |
| Johnson Financial Group, Inc. | 0.01% | New | 629 | $168K |
| First Pacific Financial | 0.04% | Add +0.2% | 624 | $167K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -18.7% | 609 | $163K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 598 | $160K |
| Colonial Trust Co / SC | 0.02% | Add +113.6% | 564 | $151K |
| SRH Advisors, LLC | 0.04% | No change | 550 | $147K |
| Lazard Asset Management LLC | 0.00% | No change | 550 | $147K |
| Strategic Investment Solutions, Inc. | 0.04% | No change | 541 | $145K |
| Logan Capital Management Inc. | 0.01% | No change | 532 | $142K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.9% | 521 | $139K |
| DT Investment Partners, LLC | 0.01% | No change | 513 | $137K |
| Fairscale Capital, LLC | 0.12% | Reduce -13.7% | 492 | $132K |
| West Oak Capital, LLC | 0.06% | Reduce -21.0% | 490 | $131K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Reduce -6.0% | 486 | $130K |
| Iron Horse Wealth Management, LLC | 0.04% | No change | 485 | $130K |
| Independence Bank of Kentucky | 0.03% | Reduce -36.0% | 463 | $124K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.20% | No change | 462 | $124K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 451 | $121K |
| Addison Advisors LLC | 0.03% | No change | 444 | $119K |
| Rothschild Investment LLC | 0.01% | No change | 441 | $118K |
| TFC Financial Management, Inc. | 0.02% | Add +8.9% | 439 | $117K |
| Financial Perspectives, Inc | 0.04% | Add +0.5% | 434 | $116K |
| Ramirez Asset Management, Inc. | 0.02% | Add +13.2% | 430 | $115K |
| Bull Oak Capital, LLC | 0.07% | New | 428 | $115K |
| Old Second National Bank of Aurora | 0.03% | New | 425 | $114K |
| Sandy Spring Bank | 0.00% | Reduce -5.0% | 421 | $113K |
| Capital Analysts, LLC | 0.00% | Reduce -87.1% | 419 | $112K |
| Concord Wealth Partners | 0.02% | No change | 407 | $109K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $107K |
| Oarsman Capital, Inc. | 0.02% | New | 395 | $106K |
| Register Financial Advisors LLC | 0.05% | Add +0.5% | 395 | $105K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 390 | $104K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -11.9% | 385 | $103K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 383 | $103K |
| GoalVest Advisory LLC | 0.03% | No change | 379 | $101K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 373 | $100K |
| Planned Solutions, Inc. | 0.04% | New | 365 | $98K |
| Legacy Bridge, LLC | 0.05% | Reduce -25.5% | 350 | $94K |
| ORG Partners LLC | 0.01% | Reduce -1.4% | 347 | $93K |
| Private Capital Management LLC | 0.02% | Add +0.9% | 328 | $88K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $86K |
| Northwest Capital Management Inc | 0.03% | No change | 321 | $86K |
| Trust Co. of Vermont | 0.00% | No change | 304 | $81K |
| Truvestments Capital LLC | 0.02% | New | 300 | $80K |
| Horizon Financial Services, LLC | 0.05% | No change | 292 | $78K |
| Webster Bank, N. A. | 0.01% | Add +90.6% | 263 | $70K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $70K |
| City State Bank | 0.03% | No change | 260 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 247 | $67K |
| PSI Advisors, LLC | 0.02% | No change | 250 | $67K |
| VitalStone Financial, LLC | 0.04% | Add +8.9% | 244 | $65K |
| Ancora Advisors LLC | 0.00% | No change | 238 | $64K |
| Valued Wealth Advisors LLC | 0.04% | Add +0.4% | 236 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $62K |
| NBT Bank, N.A. | 0.00% | No change | 233 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $62K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $60K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $58K |
| Mechanics Financial Corp | 0.03% | No change | 215 | $57K |
| Beacon Capital Management, LLC | 0.01% | No change | 214 | $57K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 209 | $56K |
| Creekmur Asset Management LLC | 0.01% | No change | 208 | $56K |
| Qube Research & Technologies Ltd | 0.00% | New | 208 | $56K |
| Financial Gravity Companies, Inc. | 0.01% | — | 206 | $55K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -6.0% | 205 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 204 | $55K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 204 | $55K |
| Bangor Savings Bank | 0.01% | Reduce -5.2% | 200 | $53K |
| Caitlin John, LLC | 0.03% | No change | 180 | $52K |
| Abound Wealth Management | 0.02% | Add +17.8% | 192 | $51K |
| JNBA Financial Advisors | 0.01% | No change | 186 | $50K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 180 | $48K |
| Bell Investment Advisors, Inc | 0.01% | No change | 179 | $48K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $46K |
| Vestor Capital, LLC | 0.00% | New | 165 | $44K |
| Operose Advisors LLC | 0.01% | New | 161 | $43K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $43K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $43K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Add +81.9% | 151 | $40K |
| Missouri Trust & Investment Co | 0.01% | No change | 151 | $40K |
| Archer Investment Corp | 0.01% | No change | 150 | $40K |
| Exchange Traded Concepts, LLC | 0.00% | New | 150 | $40K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 146 | $39K |
| Matrix Private Capital Group LLC | 0.02% | No change | 145 | $39K |
| BlackRock, Inc. | 0.00% | — | 143 | $38K |
| Lanark Financial, Inc. | 0.00% | Add +5.9% | 144 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $37K |
| GAMMA Investing LLC | 0.00% | Reduce -9.9% | 137 | $37K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $36K |
| Raleigh Capital Management Inc. | 0.01% | No change | 135 | $36K |
| Prestige Wealth Management Group LLC | 0.01% | Add +344.8% | 129 | $34K |
| Grove Bank & Trust | 0.01% | No change | 126 | $34K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -62.5% | 120 | $32K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $32K |
| Eastern Bank | 0.00% | New | 120 | $32K |
| Park Place Capital Corp | 0.01% | No change | 110 | $29K |
| Stuart Chaussee & Associates, Inc. | 0.01% | New | 110 | $29K |
| JDM Financial Group LLC | 0.02% | Reduce -64.4% | 108 | $29K |
| Phillips Financial Management, LLC | 0.00% | No change | 108 | $29K |
| Eagle Bay Advisors LLC | 0.01% | No change | 106 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 104 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $26K |
| Teachers Insurance & Annuity Association of America | 0.04% | — | 98 | $26K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -11.8% | 97 | $26K |
| LGT Financial Advisors LLC | 0.06% | No change | 96 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +68.4% | 96 | $26K |
| Guardian Wealth Management, Inc. | 0.02% | Add +9.2% | 95 | $25K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Reduce -76.4% | 94 | $25K |
| SouthState Bank Corp | 0.00% | Add +4.5% | 92 | $25K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $24K |
| Legacy Investment Solutions, LLC | 0.01% | — | 84 | $24K |
| Legacy Wealth Managment, LLC | 0.01% | — | 84 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +183.9% | 88 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -11.0% | 81 | $22K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 80 | $21K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $21K |
| Stephens Consulting, LLC | 0.01% | No change | 80 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 76 | $20K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 74 | $20K |
| Founders Financial Alliance, LLC | 0.01% | No change | 71 | $19K |
| National Bank of Canada | 0.00% | No change | 70 | $19K |
| Roble, Belko & Company, Inc | 0.00% | No change | 63 | $17K |
| Planning Capital Management Corp | 0.01% | Add +425.0% | 63 | $17K |
| Transcendent Capital Group LLC | 0.01% | New | 55 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 55 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -61.8% | 55 | $14K |
| Motco | 0.00% | No change | 52 | $14K |
| Ashton Thomas Securities, LLC | 0.00% | New | 51 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +150.0% | 50 | $13K |
| Main Street Group, LTD | 0.01% | No change | 48 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $13K |
| First Personal Financial Services | 0.00% | No change | 46 | $12K |
| Olistico Wealth, LLC | 0.01% | No change | 45 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 45 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 44 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -29.3% | 41 | $11K |
| Albion Financial Group | 0.00% | No change | 40 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $10K |
| Aspire Private Capital, LLC | 0.00% | No change | 36 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $9K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 35 | $9K |
| Kozak & Associates, Inc. | 0.00% | Reduce -45.2% | 34 | $9K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 34 | $9K |
| MCF Advisors LLC | 0.00% | No change | 34 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | New | 33 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 32 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 30 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $7K |
| Painted Porch Advisors LLC | 0.00% | Add +20.0% | 24 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 23 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 19 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -74.6% | 16 | $4K |
| 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 |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $3K |
| Mitchell Sinkler & Starr | 0.00% | No change | 11 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 10 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 8 | $2K |
| Westside Investment Management, Inc. | 0.00% | Reduce -93.4% | 7 | $2K |
| Annapolis Financial Services, LLC | 0.00% | No change | 6 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Davis Capital Management | 0.00% | No change | 6 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 5 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $802 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $268 |
"% 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.