Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q4 2024 (December 31)1,122holders +99
66new positions
41sold out
2famous investors
$279.43avg. 13F price*
At the end of Q4 2024, 1,122 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 99 from Q3 2024. 66 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($2.7B), Jones Financial Companies LLLP ($535.6M) and Morgan Stanley ($504.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $83.3M |
| Exits | 41 | $114.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,510,578 shares bought and 947,413 shares sold, net +2,563,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,122 holders
| Bank of America Corp. | 0.25% | Add +3.2% | 9,574,909 | $2.7B |
| Jones Financial Companies LLLP | 0.51% | Reduce -2.2% | 1,912,378 | $535.6M |
| Morgan Stanley | 0.04% | Add +5.4% | 1,802,396 | $504.8M |
| Assetmark, Inc. | 1.11% | Add +3.6% | 1,459,084 | $408.6M |
| Essential Planning, LLC. | 2.04% | Add +6143.5% | 1,109,409 | $313.3M |
| Corient Private Wealth LP | 0.44% | Add +0.9% | 951,395 | $266.4M |
| UBS Group AG | 0.06% | Add +2.5% | 883,549 | $247.4M |
| Sei Investments Co. | 0.32% | Add +0.3% | 876,081 | $245.3M |
| Wells Fargo & Company | 0.06% | Add +16.6% | 855,442 | $239.6M |
| Mather Group, Llc. | 2.74% | Reduce -2.6% | 753,516 | $211.0M |
| LPL Financial LLC | 0.09% | Add +9.2% | 746,067 | $208.9M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.0% | 697,847 | $195.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.8% | 678,624 | $190.1M |
| Cohen Klingenstein LLC | 6.47% | Add +86.1% | 675,080 | $189.1M |
| Choreo, LLC | 2.16% | Add +5.5% | 535,846 | $150.1M |
| Moneta Group Investment Advisors LLC | 1.91% | Add +3.5% | 485,602 | $136.0M |
| Raymond James Financial Inc. | 0.05% | — | 466,559 | $130.7M |
| Ameriprise Financial Inc. | 0.03% | Add +41.8% | 461,309 | $129.3M |
| EP Wealth Advisors, LLC | 1.05% | Add +13.1% | 460,505 | $129.0M |
| Tiaa Trust, National Association | 0.36% | Add +3.2% | 421,508 | $118.0M |
| MML Investors Services, LLC | 0.36% | Add +7.8% | 369,725 | $103.5M |
| Rwa Wealth Partners, LLC | 1.11% | Add +6.8% | 320,680 | $89.8M |
| Mill Creek Capital Advisors, LLC | 2.14% | Add +1.1% | 318,003 | $89.1M |
| Commonwealth Equity Services, LLC | 0.12% | Add +27.3% | 304,691 | $85.3M |
| Truist Financial Corp. | 0.13% | Add +0.3% | 297,886 | $83.4M |
| Rockefeller Capital Management L.P. | 0.22% | Add +0.0% | 297,502 | $83.3M |
| HighTower Advisors, LLC | 0.11% | Add +1.9% | 287,025 | $80.4M |
| Cetera Investment Advisers | 0.17% | Add +0.2% | 285,765 | $80.0M |
| Osaic Holdings, Inc. | 0.15% | Add +4.5% | 242,972 | $66.6M |
| JPMorgan Chase & Co. | 0.01% | Add +2.7% | 229,651 | $64.3M |
| Royal Bank of Canada | 0.01% | Add +5.7% | 215,246 | $60.3M |
| Focus Partners Wealth | 0.16% | Add +3.1% | 214,633 | $60.1M |
| 1832 Asset Management L.P. | 0.10% | Reduce -12.9% | 198,317 | $55.5M |
| Mariner, LLC | 0.09% | Add +0.3% | 197,770 | $55.4M |
| US Bancorp \de | 0.07% | Reduce -4.3% | 191,492 | $53.6M |
| Wealthspire Advisors, LLC | 0.53% | Add +11.8% | 190,073 | $53.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.1% | 166,091 | $46.5M |
| United Capital Financial Advisors, LLC | 0.38% | Reduce -1.6% | 159,702 | $44.7M |
| Summit Financial Strategies, Inc. | 4.29% | Add +0.5% | 138,805 | $38.9M |
| Strategies Wealth Advisors, LLC | 4.82% | Add +9.3% | 132,836 | $38.7M |
| American Financial Advisors, LLC | 5.37% | Reduce -2.0% | 136,067 | $38.1M |
| Stifel Financial Corp. | 0.04% | Add +4.3% | 134,490 | $37.7M |
| Avior Wealth Management, LLC | 1.33% | Add +28.1% | 129,719 | $36.3M |
| Creative Planning | 0.03% | Add +34.1% | 123,226 | $34.5M |
| Bragg Financial Advisors, Inc | 1.37% | Reduce -1.6% | 120,585 | $33.8M |
| Rodgers & Associates, LTD | 4.01% | Reduce -1.9% | 120,193 | $33.7M |
| NewEdge Advisors, LLC | 0.20% | Reduce -0.1% | 118,647 | $33.2M |
| Mosaic Family Wealth Partners, LLC | 4.73% | Add +1.4% | 117,079 | $32.8M |
| Private Advisor Group, LLC | 0.18% | Add +3.5% | 116,903 | $32.7M |
| Pathstone Holdings, LLC | 0.14% | Reduce -13.0% | 116,378 | $32.6M |
| Inspirion Wealth Advisors, LLC | 4.51% | Add +1.9% | 113,636 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.9% | 113,141 | $31.7M |
| Ocean Park Asset Management, LLC | 1.05% | New | 109,701 | $30.7M |
| Vision Capital Management, Inc. | 4.25% | Add +1.8% | 103,212 | $28.9M |
| Jentner Corp | 8.40% | Reduce -1.3% | 102,978 | $28.8M |
| One Day In July LLC | 3.00% | Add +2.0% | 102,075 | $28.6M |
| Brickley Wealth Management | 5.69% | Add +4.2% | 100,100 | $28.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.3% | 97,193 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -16.3% | 96,853 | $27.1M |
| Waldron Private Wealth LLC | 1.09% | Add +0.9% | 96,476 | $27.0M |
| Members Trust Co | 0.92% | Reduce -0.2% | 94,813 | $26.6M |
| BHK Investment Advisors, LLC | 9.64% | Reduce -1.6% | 91,739 | $25.7M |
| Cresset Asset Management, LLC | 0.12% | Add +4.9% | 88,550 | $24.8M |
| McAdam, LLC | 1.24% | Add +6.0% | 81,051 | $22.7M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -4.7% | 76,628 | $21.8M |
| Larson Financial Group LLC | 1.12% | Reduce -6.3% | 77,424 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -2.9% | 76,463 | $21.4M |
| Natixis Advisors, LLC | 0.04% | Add +0.2% | 74,261 | $20.8M |
| Private Portfolio Partners LLC | 3.80% | Add +0.9% | 73,864 | $20.7M |
| Fifth Third Bancorp | 0.07% | Reduce -0.6% | 72,786 | $20.4M |
| Exencial Wealth Advisors, LLC | 0.74% | Reduce -3.2% | 72,067 | $20.2M |
| Modera Wealth Management, LLC | 0.24% | Reduce -4.2% | 71,763 | $20.1M |
| Safeguard Financial, LLC | 4.09% | Add +9.6% | 67,141 | $18.8M |
| Congress Asset Management Co. | 0.12% | Add +68.0% | 64,989 | $18.2M |
| Comerica Bank | 0.07% | Add +5.2% | 64,760 | $18.1M |
| Invst, LLC | 2.20% | Reduce -1.0% | 64,689 | $18.1M |
| Total Wealth Planning, LLC | 2.78% | Add +0.7% | 63,843 | $17.9M |
| Partners in Financial Planning | 3.61% | Reduce -0.7% | 63,212 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.7% | 62,449 | $17.5M |
| Asset Management Group, Inc. | 3.09% | Reduce -0.4% | 62,123 | $17.4M |
| Sage Financial Group Inc. | 1.39% | No change | 61,650 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.7% | 60,026 | $16.8M |
| Atria Investments, Inc | 0.21% | Reduce -8.8% | 59,651 | $16.7M |
| Janney Montgomery Scott LLC | 0.05% | Add +7.5% | 58,221 | $16.3M |
| SPC Financial, Inc. | 1.40% | Add +2710.8% | 57,510 | $16.1M |
| World Investment Advisors | 0.44% | Add +2351.1% | 56,767 | $15.9M |
| Retirement Investment Advisors, Inc. | 1.67% | Add +8.0% | 56,563 | $15.8M |
| Robinswood Financial LLC | 5.98% | Add +0.5% | 56,474 | $15.8M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -0.6% | 56,281 | $15.8M |
| Adventist Health System/ West | 2.41% | No change | 55,720 | $15.6M |
| Aaron Wealth Advisors LLC | 1.80% | Add +8.8% | 55,466 | $15.5M |
| Arax Advisory Partners | 0.98% | Add +293.4% | 55,402 | $15.5M |
| Stephens Inc. | 0.22% | Add +0.5% | 55,175 | $15.5M |
| Stephens Group Asset Management, LLC | 1.29% | Add +0.1% | 55,108 | $15.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.48% | Add +13.4% | 54,816 | $15.4M |
| Quest Investment Management LLC | 1.71% | No change | 52,660 | $14.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.7% | 51,797 | $14.5M |
| Benjamin Edwards Inc. | 0.21% | Reduce -1.3% | 51,532 | $14.4M |
| Gallagher Fiduciary Advisors, LLC | 2.83% | Reduce -13.8% | 51,546 | $14.4M |
| Pasadena Private Wealth, LLC | 2.95% | Reduce -3.0% | 51,295 | $14.4M |
| FMR LLC | 0.00% | Add +6.6% | 50,707 | $14.2M |
| Corrigan Financial, Inc. | 3.20% | Reduce -0.6% | 49,787 | $13.9M |
| LMCG Investments, LLC | 0.85% | Reduce -2.9% | 49,760 | $13.9M |
| RS Crum Inc. | 3.44% | Reduce -3.6% | 49,734 | $13.9M |
| Captrust Financial Advisors | 0.04% | Add +6.3% | 49,399 | $13.8M |
| Vawter Financial, Ltd. | 8.17% | Add +0.7% | 48,540 | $13.6M |
| Prudential Financial Inc. | 0.02% | Reduce -29.4% | 47,998 | $13.4M |
| HTLF Bank | 1.48% | Reduce -1.7% | 46,821 | $13.1M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +9.6% | 45,686 | $12.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.2% | 43,658 | $12.2M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.9% | 41,123 | $12.1M |
| Garde Capital, Inc. | 0.79% | Reduce -5.1% | 42,701 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +4.6% | 42,546 | $11.9M |
| Performance Wealth Partners, LLC | 0.38% | Reduce -4.5% | 42,333 | $11.9M |
| Cerity Partners LLC | 0.03% | Add +10.5% | 41,687 | $11.7M |
| Praetorian Wealth Management, Inc. | 2.79% | Reduce -0.1% | 40,976 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +5.8% | 40,723 | $11.4M |
| Wesbanco Bank Inc. | 0.39% | Reduce -2.6% | 40,633 | $11.4M |
| FSA Investment Group, LLC | 9.90% | — | 40,223 | $11.4M |
| FC Advisory LLC | 3.76% | Reduce -0.5% | 40,033 | $11.2M |
| Penserra Capital Management LLC | 0.20% | New | 39,756 | $11.1M |
| WP Advisors, LLC | 3.61% | Reduce -1.2% | 38,688 | $10.8M |
| Cornerstone Wealth Advisors, Inc. | 2.97% | Reduce -0.4% | 38,634 | $10.8M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -1.0% | 38,320 | $10.7M |
| Bishop & Co Investment Management, LLC | 4.03% | Add +1.2% | 37,696 | $10.6M |
| OneDigital Investment Advisors LLC | 0.12% | Add +4.0% | 36,983 | $10.4M |
| Jacobsen Capital Management | 4.40% | Reduce -0.4% | 36,913 | $10.3M |
| Payne Capital Management, LLC | 4.45% | — | 36,811 | $10.3M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -3.8% | 36,477 | $10.2M |
| Jmac Enterprises LLC | 1.57% | Add +6.5% | 35,757 | $10.0M |
| Presilium Private Wealth, LLC | 2.26% | Reduce -0.7% | 35,086 | $9.8M |
| Veery Capital, LLC | 3.67% | Add +19.6% | 34,272 | $9.6M |
| Marion Wealth Management | 2.51% | Reduce -0.2% | 33,735 | $9.4M |
| CW Advisors, LLC | 0.13% | Add +1.7% | 33,636 | $9.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +0.9% | 33,112 | $9.3M |
| Highland Capital Management, LLC | 0.53% | Add +1.8% | 32,832 | $9.2M |
| Clayton Financial Group LLC | 3.20% | Reduce -2.1% | 31,701 | $8.9M |
| Merit Financial Group, LLC | 0.15% | Add +4.2% | 30,743 | $8.6M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +15.2% | 30,692 | $8.6M |
| Fee-Only Financial Planning, L.C. | 5.48% | Reduce -2.6% | 30,268 | $8.5M |
| Arvest Investments, Inc. | 1.35% | Reduce -4.1% | 30,048 | $8.4M |
| Avantax Planning Partners, Inc. | 0.30% | Reduce -2.2% | 29,883 | $8.4M |
| HB Wealth Management, LLC | 0.08% | Add +5.4% | 29,555 | $8.3M |
| Blair William & Co. | 0.02% | Reduce -3.3% | 29,515 | $8.3M |
| Checchi Capital Advisers, LLC | 0.61% | Add +840.2% | 29,371 | $8.2M |
| Focused Wealth Management, Inc | 1.09% | Add +3.5% | 28,866 | $8.1M |
| Advisory Services Network, LLC | 0.15% | Reduce -12.9% | 28,422 | $8.0M |
| Waverly Advisors, LLC | 0.12% | Reduce -4.1% | 28,417 | $8.0M |
| Towerpoint Wealth, LLC | 3.90% | Reduce -1.5% | 28,403 | $8.0M |
| Focus Financial Network, Inc. | 0.31% | Reduce -0.6% | 28,212 | $7.9M |
| RFG Advisory, LLC | 0.22% | Add +3.9% | 28,148 | $7.9M |
| Capital Advisors Wealth Management, LLC | 1.40% | Add +1.1% | 28,017 | $7.8M |
| Performa Ltd (US), LLC | 2.75% | Add +0.2% | 27,918 | $7.8M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -12.7% | 27,839 | $7.8M |
| Relyea Zuckerberg Hanson LLC | 1.03% | Reduce -1.8% | 27,452 | $7.7M |
| Ifrah Financial Services, Inc. | 2.11% | Reduce -2.9% | 27,247 | $7.6M |
| GHP Investment Advisors, Inc. | 0.35% | Reduce -0.0% | 27,093 | $7.6M |
| Old National Bancorp | 0.18% | Reduce -5.8% | 26,429 | $7.4M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -2.9% | 26,043 | $7.3M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 25,984 | $7.3M |
| Cwm, LLC | 0.03% | Add +0.2% | 25,484 | $7.1M |
| Cornerstone Management, Inc. | 1.36% | Reduce -4.0% | 25,120 | $7.0M |
| Bank of Montreal | 0.00% | Add +30.1% | 24,741 | $6.9M |
| Archford Capital Strategies, LLC | 1.03% | Reduce -24.9% | 24,402 | $6.8M |
| Cary Street Partners Financial LLC | 0.22% | — | 24,306 | $6.8M |
| Quent Capital, LLC | 0.68% | Add +8.5% | 23,605 | $6.6M |
| Savant Capital, LLC | 0.05% | Reduce -4.3% | 23,519 | $6.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.49% | Add +5.4% | 23,473 | $6.6M |
| First Heartland Consultants, Inc. | 0.67% | Reduce -31.3% | 23,158 | $6.5M |
| Blue Investment Partners LLC | 2.38% | Add +1.4% | 23,151 | $6.5M |
| SkyOak Wealth, LLC | 1.38% | Reduce -0.3% | 22,966 | $6.4M |
| Dopkins Wealth Management, LLC | 3.27% | Add +76.9% | 22,925 | $6.4M |
| Glenmede Trust Co. NA | 0.03% | Reduce -48.5% | 22,510 | $6.3M |
| Capital Management Associates, Inc | 2.35% | New | 22,343 | $6.3M |
| Pinnacle Financial Partners Inc | 0.12% | Add +1.7% | 21,690 | $6.1M |
| Leeward Financial Partners, LLC | 2.14% | Add +3.1% | 21,459 | $6.0M |
| Strategic Investment Advisors / MI | 0.64% | Add +7.1% | 21,396 | $6.0M |
| River Wealth Advisors LLC | 0.79% | Reduce -3.1% | 21,366 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Add +8.6% | 21,266 | $6.0M |
| Texas Yale Capital Corp. | 0.24% | Add +0.1% | 20,874 | $5.8M |
| Wolff Financial Management LLC | 1.60% | Reduce -0.3% | 20,537 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +5.5% | 20,178 | $5.7M |
| Valley National Advisers Inc. | 1.00% | Add +13.3% | 19,900 | $5.6M |
| Advisory Alpha, LLC | 0.20% | Reduce -1.1% | 19,829 | $5.6M |
| CX Institutional | 0.22% | Add +21.8% | 19,702 | $5.5M |
| New Wave Wealth Advisors LLC | 2.23% | Reduce -3.6% | 19,412 | $5.4M |
| Harbour Investments, Inc. | 0.15% | Add +8.2% | 19,221 | $5.4M |
| Manchester Capital Management LLC | 0.62% | Reduce -0.1% | 19,205 | $5.4M |
| Independent Financial Group, LLC | 0.18% | Add +2.7% | 19,204 | $5.4M |
| Tenret Co LLC | 3.31% | Add +1.1% | 18,738 | $5.2M |
| Councilor Wealth, LLC | 2.49% | Add +1.2% | 18,674 | $5.2M |
| Mechanics Bank Trust Department | 0.69% | Add +9.1% | 18,449 | $5.2M |
| Commerce Bank | 0.03% | Add +2.6% | 18,383 | $5.1M |
| Bradley Foster & Sargent Inc. | 0.09% | Reduce -0.6% | 18,355 | $5.1M |
| Joel Isaacson & Co., LLC | 0.23% | Add +9.8% | 18,346 | $5.1M |
| Prosperity Planning, Inc. | 2.32% | Reduce -2.3% | 18,194 | $5.1M |
| Chicago Partners Investment Group LLC | 0.17% | Add +1.3% | 17,858 | $5.1M |
| Wealthfront Advisers LLC | 0.01% | Add +15.9% | 18,062 | $5.1M |
| Thrive Capital Management, LLC | 2.30% | Add +158.3% | 17,951 | $5.0M |
| &partners | 0.06% | Add +107.4% | 17,534 | $5.0M |
| Fifth Third Securities, Inc. | 0.42% | Add +33.6% | 17,847 | $5.0M |
| SWAN Capital LLC | 2.43% | Reduce -24.2% | 17,771 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -2.0% | 17,456 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +207.7% | 17,386 | $4.9M |
| Associated Banc-Corp | 0.15% | Reduce -1.0% | 17,351 | $4.9M |
| First Horizon Advisors, Inc. | 0.14% | Add +0.1% | 17,320 | $4.9M |
| Financial Advisors Network, Inc. | 0.81% | — | 17,313 | $4.8M |
| Eclectic Associates Inc. | 1.43% | Add +15.8% | 17,257 | $4.8M |
| Procyon Advisors, LLC | 0.30% | Add +0.2% | 16,876 | $4.7M |
| Black Diamond Financial, LLC | 0.71% | Add +1.6% | 16,852 | $4.7M |
| Titleist Asset Management, LLC | 0.54% | Add +4.5% | 16,785 | $4.7M |
| Citigroup Inc. | 0.00% | Add +2.8% | 16,578 | $4.6M |
| CJM Wealth Advisers, Ltd. | 1.55% | Add +0.3% | 16,440 | $4.6M |
| Zeit Capital LLC | 3.46% | Add +35.2% | 15,358 | $4.5M |
| Townsquare Capital LLC | 0.05% | Reduce -3.4% | 16,033 | $4.5M |
| Gemmer Asset Management LLC | 0.44% | No change | 15,883 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -0.7% | 15,871 | $4.4M |
| Riversedge Advisors, LLC | 0.99% | Add +7.1% | 15,697 | $4.4M |
| Fluent Financial, LLC | 1.94% | New | 15,657 | $4.4M |
| Ackerman Capital Advisors, LLC | 1.14% | Reduce -0.0% | 15,509 | $4.3M |
| Perigon Wealth Management, LLC | 0.11% | Add +34.1% | 15,000 | $4.3M |
| Betterment LLC | 0.01% | Add +0.6% | 15,476 | $4.3M |
| Stephen J. Garry & Associates, LLC | 3.96% | Add +72.8% | 15,300 | $4.3M |
| Mainsail Asset Management, LLC | 2.99% | Add +8.8% | 15,263 | $4.3M |
| Cornerstone Advisory, LLC | 0.49% | Add +1.1% | 14,691 | $4.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Add +0.2% | 15,179 | $4.3M |
| Holderness Investments Co. | 0.93% | Reduce -0.3% | 15,121 | $4.2M |
| Tower View Wealth Management LLC | 2.21% | Reduce -0.7% | 14,963 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.55% | Reduce -4.8% | 14,693 | $4.1M |
| Everhart Financial Group, Inc. | 0.84% | Add +7.6% | 14,569 | $4.1M |
| Nabity-Jensen Investment Management Inc | 3.03% | Add +0.1% | 14,321 | $4.0M |
| Martel Wealth Advisors LLC | 0.77% | Reduce -4.4% | 14,058 | $3.9M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.9% | 13,992 | $3.9M |
| Meritage Portfolio Management | 0.24% | Reduce -9.2% | 13,896 | $3.9M |
| Fermata Advisors, LLC | 0.73% | Add +11.2% | 13,892 | $3.9M |
| Creative Financial Designs Inc. | 0.32% | Add +10.2% | 13,888 | $3.9M |
| NFSG Corp | 0.99% | Add +23.4% | 13,754 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +3.2% | 13,739 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.43% | Add +4.0% | 13,682 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.3% | 13,496 | $3.8M |
| Curbstone Financial Management Corp | 0.79% | No change | 13,370 | $3.7M |
| Center for Financial Planning, Inc. | 0.49% | Reduce -0.7% | 13,232 | $3.7M |
| Probity Advisors, Inc. | 0.71% | Reduce -1.2% | 13,204 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.36% | Add +3.9% | 13,048 | $3.7M |
| Tandem Financial, LLC | 3.89% | — | 12,883 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Add +0.6% | 12,807 | $3.6M |
| Warner Financial, Inc. | 1.54% | Add +6.8% | 12,772 | $3.6M |
| San Luis Wealth Advisors LLC | 0.66% | Reduce -5.4% | 12,471 | $3.5M |
| SOA Wealth Advisors, LLC. | 0.64% | Reduce -1.2% | 12,464 | $3.5M |
| Acropolis Investment Management, LLC | 0.21% | Reduce -1.0% | 12,447 | $3.5M |
| Trust Point Inc. | 0.24% | Reduce -24.7% | 12,357 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +76.0% | 12,281 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +10.4% | 12,206 | $3.4M |
| Stark Wealth Management LLC | 2.49% | — | 12,061 | $3.4M |
| TAGStone Capital, Inc. | 1.66% | Reduce -0.3% | 12,056 | $3.4M |
| Renaissance Technologies | 0.00% | New | 11,900 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.3% | 11,831 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | Add +46.2% | 11,774 | $3.3M |
| SilverOak Wealth Management LLC | 0.70% | No change | 11,645 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -13.5% | 11,629 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -1.1% | 11,434 | $3.2M |
| Crestwood Advisors Group, LLC | 0.06% | Add +1.8% | 11,269 | $3.2M |
| Verdence Capital Advisors LLC | 0.25% | Add +3.5% | 11,227 | $3.1M |
| Townsend Asset Management Corp. /NC/ | 1.14% | Add +38.7% | 11,170 | $3.1M |
| Brighton Jones LLC | 0.09% | Add +1.3% | 11,160 | $3.1M |
| Western Wealth Management, LLC | 0.17% | Reduce -0.1% | 11,139 | $3.1M |
| Cranbrook Wealth Management, LLC | 0.71% | Reduce -3.1% | 10,984 | $3.1M |
| Trustmark Bank Trust Department | 0.23% | Add +18.0% | 10,979 | $3.1M |
| Evergreen Wealth Management, LLC | 1.81% | Add +3.3% | 10,938 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +19.0% | 10,923 | $3.1M |
| MTC Wealth Management LLC | 1.46% | Reduce -2.2% | 10,838 | $3.0M |
| Disciplined Investments, LLC | 1.49% | Reduce -3.0% | 10,798 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +5.3% | 10,792 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +7.3% | 10,789 | $3.0M |
| Peak Retirement Planning, Inc. | 2.02% | — | 10,688 | $3.0M |
| Brown Wealth Management, LLC | 1.05% | Add +3.0% | 10,539 | $3.0M |
| RTD Financial Advisors, Inc. | 0.37% | Reduce -0.1% | 10,395 | $2.9M |
| Ally Invest Advisors Inc. | 0.25% | Add +16.2% | 10,372 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.9% | 10,364 | $2.9M |
| Bessemer Group Inc. | 0.00% | Reduce -1.7% | 10,283 | $2.9M |
| MSH Capital Advisors LLC | 0.91% | Add +2.3% | 10,263 | $2.9M |
| Shelton Wealth Management, LLC | 1.57% | Reduce -9.5% | 10,247 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | Add +246.4% | 10,219 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.48% | Add +1.1% | 10,177 | $2.9M |
| TFB Advisors LLC | 0.81% | Add +0.7% | 10,070 | $2.8M |
| KPP Advisory Services LLC | 0.66% | Reduce -2.8% | 10,063 | $2.8M |
| Prospera Financial Services Inc | 0.07% | Add +46.8% | 9,976 | $2.8M |
| Summit Financial, LLC | 0.10% | Add +3.5% | 9,938 | $2.8M |
| M&T Bank Corp | 0.01% | Add +33.7% | 9,731 | $2.7M |
| Apollon Wealth Management, LLC | 0.06% | Add +14.3% | 9,703 | $2.7M |
| Matisse Capital | 1.36% | Add +6.2% | 9,554 | $2.7M |
| Compass Ion Advisors, LLC | 0.31% | Reduce -0.7% | 9,434 | $2.6M |
| Financial Counselors Inc. | 0.04% | Add +1.3% | 9,434 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -18.4% | 9,383 | $2.6M |
| Pillar Financial Advisors, LLC | 2.00% | — | 9,334 | $2.6M |
| TD Private Client Wealth LLC | 0.07% | Reduce -1.0% | 9,290 | $2.6M |
| Hilltop National Bank | 0.78% | Add +28.9% | 9,218 | $2.6M |
| Infinity Wealth Counsel, LLC | 2.75% | — | 9,192 | $2.6M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -0.2% | 9,126 | $2.6M |
| Aire Advisors, LLC | 0.52% | Add +2.0% | 9,007 | $2.5M |
| Falcon Wealth Planning | 0.28% | Add +5.9% | 8,984 | $2.5M |
| Global Trust Asset Management, LLC | 0.94% | Reduce -1.4% | 8,875 | $2.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.73% | Add +24.3% | 8,647 | $2.4M |
| Algorithmic Investment Models, LLC | 1.86% | Reduce -10.6% | 8,632 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 8,495 | $2.4M |
| Keybank National Association | 0.01% | Add +3.6% | 8,449 | $2.4M |
| Trust Co of the South | 0.48% | Add +90.3% | 8,441 | $2.4M |
| SFI Advisors, LLC | 1.64% | Reduce -4.9% | 8,343 | $2.3M |
| Tritonpoint Wealth, LLC | 0.21% | Reduce -1.4% | 8,323 | $2.3M |
| OneAscent Financial Services LLC | 0.20% | New | 8,218 | $2.3M |
| Sterling Financial Planning, Inc. | 0.84% | Reduce -0.5% | 8,185 | $2.3M |
| G2 Capital Management, LLC / Oh | 0.67% | Reduce -10.0% | 8,170 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +79.2% | 8,143 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.1% | 8,109 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.9% | 8,094 | $2.3M |
| StoneX Group Inc. | 0.12% | Add +61.9% | 8,091 | $2.3M |
| Greenwood Capital Associates LLC | 0.30% | Reduce -9.4% | 8,085 | $2.3M |
| Goodwin Investment Advisory | 1.17% | Reduce -0.2% | 8,012 | $2.2M |
| Simmons Bank | 0.16% | Reduce -2.6% | 8,005 | $2.2M |
| GC Wealth Management RIA, LLC | 0.38% | Add +0.3% | 7,788 | $2.2M |
| Paces Ferry Wealth Advisors, LLC | 1.06% | Add +11.8% | 7,779 | $2.2M |
| Richard P Slaughter Associates Inc | 0.48% | Add +7.3% | 7,730 | $2.2M |
| Worth Asset Management, LLC | 1.15% | New | 7,692 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +8.5% | 7,615 | $2.1M |
| Retirement Planning Group, LLC | 0.11% | Reduce -31.4% | 7,614 | $2.1M |
| BTC Capital Management, Inc. | 0.20% | Add +0.4% | 7,600 | $2.1M |
| Creekside Partners | 1.10% | Add +0.1% | 7,588 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 7,583 | $2.1M |
| Argent Trust Co | 0.09% | Add +0.3% | 7,562 | $2.1M |
| Curtis Advisory Group, LLC | 0.56% | Add +2.8% | 7,529 | $2.1M |
| Moneco Advisors, LLC | 0.22% | Add +3.3% | 7,517 | $2.1M |
| Tradition Wealth Management, LLC | 0.18% | Add +0.4% | 7,499 | $2.1M |
| Dentgroup LLC | 1.61% | Reduce -0.0% | 7,499 | $2.1M |
| Richardson Financial Services Inc. | 1.46% | Add +0.3% | 7,382 | $2.1M |
| Insight Advisors, LLC/ PA | 0.35% | Reduce -1.2% | 7,376 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.93% | — | 7,376 | $2.1M |
| Integrity Wealth Solutions LLC | 1.13% | Reduce -4.6% | 7,171 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.5% | 7,117 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.1% | 7,084 | $2.0M |
| Wrenne Financial Planning LLC | 1.12% | Reduce -13.0% | 7,044 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.66% | Add +26.1% | 7,025 | $2.0M |
| Whittier Trust Co. | 0.03% | Add +56.0% | 7,022 | $2.0M |
| Heritage Wealth Management, Inc. | 1.67% | Add +87.5% | 7,003 | $2.0M |
| MAI Capital Management | 0.01% | Add +20.1% | 7,000 | $2.0M |
| Bokf, NA | 0.03% | Add +8.1% | 6,995 | $2.0M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -7.9% | 6,989 | $2.0M |
| Harbour Capital Advisors, LLC | 0.44% | No change | 6,836 | $2.0M |
| Wealthspire Retirement, LLC | 0.15% | Add +6.4% | 6,953 | $1.9M |
| Quadcap Wealth Management, LLC | 0.29% | Reduce -3.3% | 6,947 | $1.9M |
| Grey Ledge Advisors, LLC | 0.50% | Add +9.8% | 6,923 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.91% | Reduce -1.3% | 6,903 | $1.9M |
| Opulen Financial Group LLC | 1.75% | — | 6,876 | $1.9M |
| Accel Wealth Management | 0.73% | Add +8.6% | 6,869 | $1.9M |
| Noble Family Wealth, LLC | 0.53% | No change | 6,830 | $1.9M |
| Talon Private Wealth, LLC | 0.40% | Add +259.5% | 6,813 | $1.9M |
| Founders Financial Securities LLC | 0.17% | Add +4.8% | 6,810 | $1.9M |
| Quadrature Capital Ltd | 0.04% | New | 6,672 | $1.9M |
| Truepoint, Inc. | 0.05% | Add +0.3% | 6,662 | $1.9M |
| Kades & Cheifetz LLC | 0.95% | Reduce -0.3% | 6,653 | $1.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +287.9% | 6,494 | $1.8M |
| Vickerman Investment Advisors, Inc. | 0.49% | Reduce -4.3% | 6,460 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.5% | 6,446 | $1.8M |
| Consolidated Portfolio Review Corp | 0.28% | Add +7.2% | 6,381 | $1.8M |
| Tme Financial, Inc. | 1.66% | — | 6,651 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.1% | 6,333 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.9% | 6,265 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Add +1.0% | 6,259 | $1.8M |
| Milestone Asset Management Group, LLC | 1.56% | — | 6,247 | $1.7M |
| Financial Connections Group, Inc. | 0.84% | No change | 6,230 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.57% | Reduce -0.1% | 6,197 | $1.7M |
| Covington Investment Advisors Inc. | 0.26% | Add +1.2% | 6,160 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -4.3% | 6,159 | $1.7M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -6.0% | 6,148 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +41.5% | 6,139 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +5.0% | 6,113 | $1.7M |
| Mustard Seed Financial, LLC | 1.35% | Add +3.1% | 5,954 | $1.7M |
| Sovran Advisors, LLC | 0.24% | — | 5,897 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -1.8% | 5,928 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -2.6% | 5,869 | $1.6M |
| Cooksen Wealth, LLC | 1.50% | Reduce -4.4% | 5,833 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Add +0.5% | 5,815 | $1.6M |
| Horizon Bancorp Inc. | 0.77% | Add +1.0% | 5,813 | $1.6M |
| Meridian Financial Advisors, LLC | 1.12% | Reduce -0.5% | 5,793 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.27% | Reduce -8.7% | 5,782 | $1.6M |
| Compound Planning, Inc. | 0.08% | New | 5,777 | $1.6M |
| Sage Mountain Advisors LLC | 0.12% | No change | 5,740 | $1.6M |
| Rebalance, LLC | 0.12% | Reduce -0.1% | 5,698 | $1.6M |
| Fortis Capital Advisors, LLC | 0.54% | Add +4.3% | 6,088 | $1.6M |
| Belpointe Asset Management LLC | 0.10% | Add +2.7% | 6,088 | $1.6M |
| Leavell Investment Management, Inc. | 0.08% | Add +5.5% | 5,667 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +225.9% | 5,667 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -46.6% | 5,601 | $1.6M |
| Winthrop Capital Management, LLC | 0.42% | New | 5,602 | $1.6M |
| Advisors Capital Management, LLC | 0.02% | Reduce -3.8% | 5,585 | $1.6M |
| Visionary Wealth Advisors | 0.09% | Reduce -1.9% | 5,581 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -15.1% | 5,580 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.36% | Reduce -2.3% | 5,515 | $1.5M |
| Sawgrass Asset Management LLC | 0.17% | Add +30.5% | 5,480 | $1.5M |
| Dravo Bay LLC | 0.74% | Add +2.8% | 5,475 | $1.5M |
| Aspiriant, LLC | 0.06% | Add +0.5% | 5,448 | $1.5M |
| TCI Wealth Advisors, Inc. | 0.13% | No change | 5,408 | $1.5M |
| Clark Financial Services Group Inc. | 1.16% | New | 5,408 | $1.5M |
| Compton Wealth Advisory Group, LLC | 0.39% | No change | 5,378 | $1.5M |
| Harbor Investment Advisory, LLC | 0.14% | Add +70.2% | 5,370 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -3.9% | 5,366 | $1.5M |
| Pinnacle Financial Group, LLC / IL | 0.58% | Reduce -0.4% | 5,327 | $1.5M |
| Stanich Group LLC | 1.09% | — | 5,192 | $1.5M |
| Geneva Capital Management LLC | 0.03% | New | 5,157 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +6.7% | 5,151 | $1.4M |
| 1834 Investment Advisors Co. | 0.18% | Reduce -7.9% | 5,110 | $1.4M |
| Wealth Alliance, LLC | 0.17% | Add +1.6% | 5,084 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | Add +0.1% | 5,069 | $1.4M |
| Opus Capital Group, LLC | 0.18% | Reduce -3.3% | 5,047 | $1.4M |
| Transatlantique Private Wealth LLC | 0.54% | Add +6.5% | 5,045 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -17.9% | 5,015 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.26% | Reduce -10.0% | 4,976 | $1.4M |
| Goepper Burkhardt LLC | 0.57% | Reduce -11.6% | 4,973 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | No change | 4,972 | $1.4M |
| Tranquility Partners, LLC | 0.52% | Add +2.9% | 4,900 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Add +94.1% | 4,945 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +4.1% | 4,943 | $1.4M |
| Cascade Wealth Advisors, Inc | 0.93% | Reduce -25.9% | 4,896 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -2.3% | 4,834 | $1.4M |
| Uptick Partners, LLC | 0.49% | Reduce -2.6% | 4,822 | $1.4M |
| Country Club Bank | 0.09% | No change | 4,813 | $1.3M |
| Royal Fund Management, LLC | 0.15% | Reduce -52.6% | 4,767 | $1.3M |
| Investmark Advisory Group LLC | 0.66% | Add +0.8% | 4,780 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.46% | Reduce -2.9% | 4,764 | $1.3M |
| Bay Capital Advisors, LLC | 1.07% | — | 4,759 | $1.3M |
| Center For Asset Management LLC | 0.86% | Add +8.5% | 4,719 | $1.3M |
| CGN Advisors LLC | 0.13% | Add +11.5% | 4,713 | $1.3M |
| Kennicott Capital Management LLC | 0.68% | Reduce -8.0% | 4,709 | $1.3M |
| Michels Family Financial, LLC | 1.20% | — | 4,691 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -5.0% | 4,625 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.42% | Reduce -0.3% | 4,595 | $1.3M |
| Allworth Financial LP | 0.01% | Add +29.1% | 4,290 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.2% | 4,499 | $1.3M |
| TAP Consulting, LLC | 0.26% | Reduce -1.1% | 4,471 | $1.3M |
| Sagace Wealth Management LLC | 0.93% | Reduce -17.3% | 4,450 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.25% | Add +0.2% | 11,517 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.53% | Reduce -18.5% | 4,437 | $1.2M |
| Trust Co | 0.14% | Add +1.2% | 4,415 | $1.2M |
| Signet Financial Management, LLC | 0.16% | Reduce -3.0% | 4,382 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.10% | Add +0.5% | 4,346 | $1.2M |
| Hartline Investment Corp./ | 0.14% | No change | 4,331 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +6.2% | 4,305 | $1.2M |
| United Bank | 0.14% | No change | 4,230 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -0.2% | 4,207 | $1.2M |
| City Holding Co. | 0.17% | Add +6.0% | 4,205 | $1.2M |
| Willner & Heller, LLC | 1.02% | Reduce -0.3% | 4,166 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +20.8% | 4,130 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -6.6% | 4,123 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.16% | No change | 4,110 | $1.2M |
| First American Trust, FSB | 0.11% | Add +12.3% | 4,101 | $1.1M |
| First United Bank & Trust | 0.41% | Add +1.9% | 4,066 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.29% | Add +7.7% | 4,063 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.15% | Reduce -0.4% | 4,061 | $1.1M |
| Prime Buchholz LLC | 0.37% | — | 4,042 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.33% | — | 4,038 | $1.1M |
| American Trust | 0.09% | Add +24.3% | 4,022 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -11.5% | 4,018 | $1.1M |
| Wedmont Private Capital | 0.06% | Add +4.1% | 4,002 | $1.1M |
| JT Stratford LLC | 0.18% | New | 3,967 | $1.1M |
| PFG Advisors | 0.07% | Reduce -1.9% | 3,962 | $1.1M |
| LGL Partners, LLC | 0.16% | Add +0.1% | 3,952 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -23.2% | 3,929 | $1.1M |
| Capital Planning LLC | 0.29% | Reduce -1.0% | 3,893 | $1.1M |
| Nemes Rush Group LLC | 0.13% | Add +11.0% | 3,886 | $1.1M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -2.9% | 3,877 | $1.1M |
| Bank of Hawaii | 0.06% | Reduce -3.4% | 3,866 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Add +0.9% | 3,856 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.55% | Reduce -1.3% | 3,816 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -9.4% | 3,756 | $1.1M |
| Intergy Private Wealth, LLC | 0.39% | Add +0.9% | 3,735 | $1.0M |
| Mayfair Advisory Group, LLC | 0.61% | Add +30.7% | 3,721 | $1.0M |
| Round Rock Advisors LLC | 0.21% | Reduce -10.4% | 3,717 | $1.0M |
| World Equity Group, Inc. | 0.22% | Add +111.6% | 3,714 | $1.0M |
| Sunburst Financial Group, LLC | 0.26% | Reduce -13.4% | 3,714 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.76% | No change | 3,684 | $1.0M |
| Battery Global Advisors, LLC | 0.55% | No change | 3,680 | $1.0M |
| One Capital Management, LLC | 0.03% | New | 3,675 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.3% | 3,670 | $1.0M |
| Washington Trust Advisors, Inc. | 0.09% | Add +5.0% | 3,662 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 3,630 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.60% | Add +16.2% | 3,608 | $1.0M |
| Everstar Asset Management, LLC | 0.71% | No change | 3,595 | $1.0M |
| Independent Wealth Network Inc. | 0.41% | Add +31.7% | 3,578 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Add +0.1% | 3,569 | $999K |
| Revisor Wealth Management LLC | 0.92% | Add +138.7% | 3,494 | $997K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -18.0% | 3,558 | $996K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -18.0% | 3,558 | $996K |
| Stonebridge Financial Planning Group, LLC | 0.44% | Add +13.8% | 3,519 | $986K |
| Blue Trust, Inc. | 0.01% | Add +0.3% | 3,511 | $983K |
| Caprock Group, LLC | 0.03% | Add +0.1% | 3,500 | $981K |
| NorthStar Asset Management LLC | 0.62% | Add +8.1% | 3,481 | $975K |
| MIdWestOne Financial Group, Inc. | 0.14% | Reduce -20.8% | 3,481 | $975K |
| St. Louis Trust Co | 0.14% | No change | 3,450 | $966K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -1.6% | 3,419 | $958K |
| Carnegie Investment Counsel | 0.03% | Add +0.2% | 3,410 | $955K |
| ERn Financial, LLC | 0.14% | Reduce -0.1% | 3,402 | $953K |
| BSW Wealth Partners | 0.14% | Reduce -30.2% | 3,400 | $952K |
| Accretive Wealth Partners, LLC | 0.40% | Reduce -4.8% | 3,392 | $950K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -5.6% | 3,391 | $950K |
| First International Bank & Trust | 0.31% | No change | 3,372 | $944K |
| Atlantic Family Wealth, LLC | 1.11% | — | 3,353 | $939K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 3,347 | $937K |
| Legacy Edge Advisors, LLC | 0.15% | Reduce -0.4% | 3,311 | $929K |
| Davis R M Inc. | 0.02% | Add +23.2% | 3,287 | $921K |
| Lido Advisors, LLC | 0.01% | Add +133.1% | 3,279 | $918K |
| PKS Advisory Services, LLC | 0.23% | — | 3,263 | $914K |
| Duncan Williams Asset Management, LLC | 0.36% | Add +5.4% | 3,236 | $906K |
| Friday Financial | 0.62% | — | 3,211 | $899K |
| NewEdge Wealth, LLC | 0.02% | Reduce -6.1% | 3,193 | $894K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.0% | 3,128 | $876K |
| CreativeOne Wealth, LLC | 0.03% | Add +13.9% | 3,126 | $875K |
| Macroview Investment Management LLC | 0.89% | Add +2.6% | 3,113 | $872K |
| Anchor Pointe Wealth Management, LLC | 1.13% | — | 3,094 | $868K |
| Gryphon Financial Partners LLC | 0.12% | Reduce -21.8% | 3,086 | $864K |
| Shoker Investment Counsel, Inc. | 0.29% | Add +0.1% | 3,085 | $864K |
| BCS Wealth Management | 0.21% | New | 3,086 | $864K |
| Centaurus Financial, Inc. | 0.05% | Add +5.4% | 3,061 | $857K |
| Wrapmanager Inc. | 0.22% | Add +2.8% | 3,053 | $855K |
| Lindbrook Capital, LLC | 0.08% | No change | 3,045 | $853K |
| William Mack & Associates, Inc. | 0.88% | — | 3,013 | $844K |
| WealthShield Partners, LLC | 0.12% | Reduce -1.4% | 2,997 | $839K |
| QRG Capital Management, Inc. | 0.01% | Add +6.7% | 2,983 | $835K |
| Windward Private Wealth Management Inc. | 0.32% | Reduce -1.5% | 2,959 | $829K |
| Evermay Wealth Management LLC | 0.12% | Reduce -0.6% | 2,935 | $822K |
| GEN Financial Management, INC. | 0.53% | — | 2,929 | $820K |
| Compass Financial Group, INC | 0.15% | Reduce -2.0% | 2,908 | $815K |
| Hart & Patterson Financial Group LLC | 0.40% | Reduce -4.2% | 2,906 | $814K |
| Integrated Capital Management, LLC | 0.43% | Reduce -11.3% | 2,900 | $812K |
| Busey Bank | 0.03% | No change | 2,891 | $810K |
| IFG Advisors, LLC | 0.16% | Add +13.7% | 2,877 | $806K |
| Carl P. Sherr & Co., LLC | 0.42% | No change | 2,867 | $803K |
| Financial Alternatives, Inc | 0.56% | No change | 2,843 | $796K |
| Waller Financial Planning Group, Inc. | 0.20% | Reduce -14.8% | 2,836 | $794K |
| Main Street Financial Solutions, LLC | 0.08% | Add +9.4% | 2,827 | $792K |
| Foundations Investment Advisors, LLC | 0.02% | Add +85.7% | 2,800 | $784K |
| Apriem Advisors | 0.09% | Add +47.7% | 2,798 | $784K |
| Aveo Capital Partners, LLC | 0.08% | Add +8.0% | 2,767 | $775K |
| Family Firm, Inc. | 0.17% | Add +0.1% | 2,756 | $772K |
| Houlihan Financial Resource Group, Ltd. | 0.33% | Reduce -0.0% | 2,758 | $772K |
| Tobias Financial Advisors, Inc. | 0.15% | Reduce -7.4% | 2,748 | $770K |
| Koshinski Asset Management, Inc. | 0.07% | No change | 2,745 | $769K |
| BKM Wealth Management, LLC | 0.31% | Reduce -4.2% | 2,734 | $766K |
| FineMark National Bank & Trust | 0.03% | Add +184.2% | 2,711 | $759K |
| Passumpsic Savings Bank | 0.47% | Add +3.4% | 2,676 | $749K |
| Asset Dedication, LLC | 0.06% | No change | 2,674 | $749K |
| Glass Jacobson Investment Advisors llc | 0.24% | Reduce -13.3% | 2,657 | $744K |
| Diversify Advisory Services, LLC | 0.04% | Add +4.5% | 2,656 | $744K |
| AMG National Trust Bank | 0.02% | Reduce -27.5% | 2,646 | $742K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -0.4% | 2,647 | $741K |
| BLB&B Advisors, LLC | 0.04% | Reduce -1.2% | 2,641 | $740K |
| FSA Advisors, Inc. | 0.90% | Reduce -3.7% | 2,752 | $739K |
| Gilliland Jeter Wealth Management LLC | 0.25% | Add +6.4% | 2,637 | $739K |
| Fourth Dimension Wealth, LLC | 0.38% | — | 2,602 | $729K |
| Evergreen Capital Management LLC | 0.02% | Reduce -16.2% | 2,591 | $726K |
| Northwest Bancshares, Inc. | 0.13% | Reduce -3.3% | 2,582 | $723K |
| Tsfg, LLC | 0.15% | Reduce -1.6% | 2,583 | $723K |
| Keyvantage Wealth, LLC | 0.51% | — | 2,572 | $720K |
| Lane & Associates LLC | 0.37% | Reduce -0.4% | 2,461 | $718K |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 2,560 | $717K |
| McNamara Financial Services, Inc. | 0.17% | Reduce -7.3% | 2,555 | $716K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +3.0% | 2,552 | $715K |
| Compass Capital Corp. /Ma/ | 0.28% | — | 2,509 | $712K |
| Steph & Co. | 0.24% | Reduce -4.2% | 2,542 | $712K |
| Spire Wealth Management | 0.02% | Reduce -0.3% | 2,540 | $711K |
| Cozad Asset Management Inc. | 0.07% | Add +0.0% | 2,539 | $711K |
| Wedbush Securities Inc. | 0.03% | Add +73.0% | 2,536 | $710K |
| O'ROURKE & COMPANY, Inc | 0.34% | Add +3.0% | 2,497 | $699K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +17.4% | 2,484 | $696K |
| Aviso Wealth Management | 0.35% | No change | 2,480 | $694K |
| AdvisorNet Financial, Inc | 0.06% | Add +0.1% | 2,464 | $690K |
| Glenview Trust Co | 0.01% | No change | 2,453 | $687K |
| Ironwood Financial, llc | 0.14% | Add +42.5% | 2,449 | $686K |
| Wisconsin Wealth Advisors, LLC | 1.01% | — | 2,445 | $685K |
| Principle Wealth Partners LLC | 0.05% | Reduce -2.8% | 2,441 | $684K |
| Ballentine Partners, LLC | 0.01% | No change | 2,440 | $683K |
| ProVise Management Group, LLC | 0.06% | Reduce -11.7% | 2,436 | $682K |
| Martin Worley Group | 0.42% | — | 2,412 | $676K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 2,406 | $675K |
| Ascentis Independent Advisors | 0.13% | Add +9.7% | 2,404 | $673K |
| Regal Investment Advisors LLC | 0.05% | Add +9.5% | 2,395 | $671K |
| Hoge Financial Services, LLC | 0.49% | Reduce -0.4% | 2,391 | $670K |
| Estate Counselors, LLC | 0.07% | New | 2,390 | $669K |
| Aspen Grove Capital, LLC | 0.14% | No change | 2,388 | $669K |
| Magnus Financial Group LLC | 0.06% | Reduce -0.2% | 2,381 | $667K |
| Solutions 4 Wealth, Ltd | 1.20% | Add +0.0% | 2,372 | $664K |
| Parkside Financial Bank & Trust | 0.09% | Add +9.3% | 2,369 | $664K |
| Integrity Alliance, Llc. | 0.07% | — | 2,363 | $662K |
| Integrated Advisors Network LLC | 0.03% | Reduce -3.0% | 2,355 | $660K |
| Global Retirement Partners, LLC | 0.02% | Reduce -2.1% | 2,331 | $653K |
| Key Financial Inc | 0.15% | No change | 2,295 | $643K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Reduce -0.1% | 2,259 | $633K |
| Mutual Advisors, LLC | 0.02% | No change | 2,179 | $630K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +6.0% | 2,222 | $622K |
| 4WEALTH Advisors, Inc. | 0.63% | — | 2,214 | $620K |
| Nwam LLC | 0.04% | Add +2.7% | 2,213 | $620K |
| Apeiron RIA LLC | 0.17% | Add +3.5% | 2,209 | $619K |
| Athena Investment Management | 0.36% | Add +1.6% | 2,200 | $616K |
| Bell Bank | 0.05% | No change | 2,187 | $612K |
| Coordinated Financial Services, Inc. | 0.48% | — | 2,182 | $611K |
| Valmark Advisers, Inc. | 0.01% | Reduce -37.5% | 2,180 | $610K |
| Fiducient Advisors LLC | 0.08% | Reduce -20.2% | 2,174 | $609K |
| Carolinas Wealth Consulting LLC | 0.12% | Reduce -7.4% | 2,173 | $609K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +6.1% | 2,168 | $607K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,138 | $599K |
| Fiduciary Trust Co | 0.01% | Reduce -5.7% | 2,128 | $596K |
| Northeast Investment Management | 0.03% | No change | 2,115 | $592K |
| Pacific Sun Financial Corp | 0.32% | Reduce -0.9% | 2,104 | $589K |
| Fusion Capital, LLC | 0.24% | Add +8.3% | 2,097 | $587K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Add +0.1% | 2,088 | $585K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.4% | 2,084 | $584K |
| Lee Danner & Bass Inc. | 0.05% | Reduce -4.8% | 2,076 | $581K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,067 | $579K |
| Rinkey Investments | 0.19% | Add +15.0% | 2,066 | $579K |
| Quantum Portfolio Management LLC | 0.31% | Reduce -50.1% | 2,065 | $578K |
| CoreCap Advisors, LLC | 0.03% | Add +8.6% | 2,043 | $572K |
| Wheelhouse Advisory Group LLC | 0.34% | Reduce -12.1% | 2,039 | $571K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.1% | 2,038 | $571K |
| Plancorp, LLC | 0.02% | Reduce -2.0% | 2,023 | $567K |
| SlateStone Wealth, LLC | 0.06% | Add +0.1% | 2,002 | $561K |
| 1776 Wealth LLC | 0.26% | No change | 1,998 | $560K |
| Tennessee Valley Asset Management Partners | 0.09% | No change | 1,982 | $555K |
| CCG Wealth Management, LLC | 0.31% | No change | 1,981 | $555K |
| Smithfield Trust Co | 0.03% | Reduce -12.9% | 1,986 | $552K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.1% | 1,971 | $552K |
| Kaizen Financial Strategies | 0.31% | Add +21.8% | 1,964 | $550K |
| Axis Wealth Partners, LLC | 0.46% | — | 1,942 | $544K |
| Brady Martz Wealth Solutions, LLC | 0.13% | — | 1,911 | $540K |
| Anchor Investment Management, LLC | 0.05% | Reduce -3.5% | 1,920 | $538K |
| SteelPeak Wealth, LLC | 0.02% | Add +71.3% | 1,918 | $537K |
| RKL Wealth Management LLC | 0.05% | No change | 1,915 | $536K |
| Genesis Private Wealth, LLC | 0.30% | — | 1,914 | $536K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -6.1% | 1,912 | $536K |
| Good Life Advisors, LLC | 0.04% | No change | 1,909 | $535K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 1,898 | $532K |
| Keystone Financial Services, LLC | 0.49% | — | 1,896 | $531K |
| Marcum Wealth, LLC | 0.05% | New | 1,890 | $529K |
| Sigma Planning Corp | 0.02% | Reduce -9.3% | 1,887 | $529K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -16.3% | 1,886 | $528K |
| Resolute Advisors LLC | 0.11% | Add +0.1% | 1,885 | $528K |
| Taylor Financial Group, Inc. | 0.36% | No change | 1,874 | $525K |
| Financial Freedom, LLC | 0.28% | No change | 1,872 | $524K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.7% | 1,870 | $524K |
| Daymark Wealth Partners, LLC | 0.02% | Add +16.4% | 1,868 | $523K |
| Ritholtz Wealth Management | 0.02% | Add +11.5% | 1,867 | $523K |
| NCP Inc. | 0.27% | Add +90.0% | 1,866 | $523K |
| SBI Securities Co., Ltd. | 0.02% | — | 1,864 | $522K |
| Apella Capital, LLC | 0.02% | Reduce -1.6% | 1,863 | $522K |
| Cherrydale Wealth Management, LLC | 0.20% | Add +0.2% | 1,858 | $520K |
| Hemington Wealth Management | 0.13% | No change | 1,860 | $520K |
| K2 Financial Inc. | 0.52% | — | 1,851 | $519K |
| Beacon Financial Advisory LLC | 0.17% | Add +0.1% | 1,845 | $517K |
| Evanson Asset Management, LLC | 0.04% | Add +0.1% | 1,843 | $516K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -0.2% | 1,841 | $516K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +4.7% | 1,836 | $514K |
| Cooper Financial Group | 0.06% | Add +0.8% | 1,831 | $513K |
| Florida Financial Advisors, LLC | 0.23% | Add +25.7% | 1,828 | $512K |
| Ellevest, Inc. | 0.03% | No change | 1,809 | $507K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -3.3% | 1,808 | $506K |
| Fairman Group, LLC | 0.42% | Add +52.4% | 1,801 | $504K |
| New Insight Wealth Advisors | 0.25% | Add +0.2% | 1,796 | $503K |
| Petix & Botte Co | 0.13% | Reduce -3.7% | 1,792 | $502K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,786 | $500K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Reduce -2.4% | 1,782 | $499K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 1,780 | $498K |
| IFG Advisory, LLC | 0.03% | New | 1,779 | $498K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 1,777 | $498K |
| First Trust Advisors LP | 0.00% | New | 1,763 | $494K |
| Jacobi Capital Management LLC | 0.04% | Reduce -9.6% | 1,760 | $493K |
| Principal Securities, Inc. | 0.01% | Reduce -3.3% | 1,755 | $492K |
| Prospect Financial Services LLC | 0.27% | Add +10.0% | 1,755 | $491K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -4.0% | 1,746 | $489K |
| Vista Investment Partners LLC | 0.15% | Add +128.4% | 1,743 | $488K |
| MWA Asset Management | 0.32% | Reduce -0.2% | 1,731 | $485K |
| Kovack Advisors, Inc. | 0.05% | Add +3.6% | 1,713 | $480K |
| First Financial Corp. | 0.22% | Reduce -4.0% | 1,708 | $478K |
| Financial Insights, Inc. | 0.18% | Add +1.8% | 1,705 | $478K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +0.2% | 1,692 | $474K |
| Unconventional Investor, LLC | 0.29% | Add +0.1% | 1,691 | $474K |
| Asset Allocation Strategies LLC | 0.11% | Add +55.1% | 1,650 | $473K |
| Atlas Legacy Advisors, LLC | 0.11% | — | 1,670 | $468K |
| Pure Financial Advisors, LLC | 0.01% | Add +73.5% | 1,662 | $465K |
| Fearless Solutions, LLC dba Best Invest | 0.35% | — | 1,655 | $463K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.26% | Add +0.9% | 1,650 | $462K |
| BIP Alliance, LLC | 0.19% | — | 1,644 | $460K |
| McGuire Investment Group, LLC | 0.07% | Add +6.3% | 1,638 | $459K |
| Provident Wealth Management, LLC | 0.15% | No change | 1,620 | $454K |
| Delta Financial Group, Inc. | 0.10% | New | 1,597 | $447K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -5.5% | 1,595 | $447K |
| BluePointe Capital Management, LLC | 0.26% | No change | 1,594 | $446K |
| Caldwell Trust Co | 0.05% | Add +26.9% | 1,592 | $446K |
| American National Bank & Trust | 0.05% | Add +53.4% | 1,586 | $444K |
| Vident Advisory, LLC | 0.01% | Add +109.5% | 1,584 | $444K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +4.1% | 1,581 | $443K |
| Planning Directions Inc. | 0.26% | Add +0.8% | 1,581 | $443K |
| WoodTrust Financial Corp | 0.06% | Add +7.9% | 1,572 | $440K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 1,567 | $439K |
| InvesTrust | 0.12% | — | 1,562 | $438K |
| SOL Capital Management CO | 0.05% | No change | 1,564 | $438K |
| Ewa, LLC | 0.16% | Reduce -2.1% | 1,563 | $438K |
| Quantinno Capital Management LP | 0.00% | New | 1,563 | $438K |
| Mgo One Seven LLC | 0.02% | Reduce -0.8% | 1,559 | $437K |
| Trilogy Capital Inc. | 0.02% | Add +2.2% | 1,555 | $435K |
| BIP Wealth, LLC | 0.03% | Add +10.2% | 1,552 | $435K |
| Finward Bancorp | 0.38% | — | 1,550 | $434K |
| Northwest Financial Advisors | 0.35% | Add +0.1% | 1,524 | $427K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -3.2% | 1,517 | $425K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +10.9% | 1,513 | $424K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $423K |
| Headland Capital, LLC | 0.14% | — | 1,497 | $419K |
| Clearstead Advisors, LLC | 0.01% | Reduce -81.3% | 1,494 | $418K |
| Farther Finance Advisors, LLC | 0.02% | Add +7.0% | 1,489 | $417K |
| Silverlake Wealth Management LLC | 0.16% | Add +6.3% | 1,480 | $415K |
| Choate Investment Advisors | 0.01% | New | 1,474 | $413K |
| HSBC Holdings PLC | 0.00% | Add +0.6% | 1,472 | $412K |
| Sapient Capital LLC | 0.01% | New | 1,468 | $411K |
| Bravias Capital Group, LLC | 0.33% | — | 1,402 | $409K |
| Diversified Enterprises, LLC | 0.04% | Reduce -4.7% | 1,456 | $408K |
| S.A. Mason LLC | 0.21% | Add +0.7% | 1,444 | $404K |
| Capital Analysts, LLC | 0.02% | Add +242.2% | 1,434 | $402K |
| Bowman & Co S.C. | 0.21% | Reduce -2.6% | 1,434 | $402K |
| Next Capital Management LLC | 0.17% | New | 1,434 | $402K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -2.2% | 1,433 | $401K |
| MAS Advisors LLC | 0.67% | Reduce -13.7% | 1,430 | $400K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +9.7% | 1,430 | $400K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.6% | 1,411 | $395K |
| LongView Wealth Management | 0.12% | Add +3.7% | 1,409 | $395K |
| Sensible Money, LLC | 0.17% | No change | 1,394 | $390K |
| Bogart Wealth, LLC | 0.02% | Add +0.4% | 1,380 | $387K |
| Agate Pass Investment Management, LLC | 0.17% | No change | 1,378 | $386K |
| PGIM Custom Harvest LLC | 0.01% | Add +3.0% | 1,378 | $386K |
| Garden State Investment Advisory Services LLC | 0.12% | No change | 1,368 | $383K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 1,356 | $380K |
| Cardiff Park Advisors, LLC | 0.04% | Add +5.8% | 1,354 | $379K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 1,354 | $379K |
| Continuum Advisory, LLC | 0.05% | Add +0.1% | 1,351 | $378K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $378K |
| JMG Financial Group, Ltd. | 0.01% | Add +24.1% | 1,349 | $378K |
| Richmond Investment Services, LLC | 0.21% | — | 1,335 | $374K |
| NavPoint Financial, Inc. | 0.29% | Add +0.1% | 1,330 | $372K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -6.1% | 1,326 | $371K |
| Davis Investment Partners, LLC | 0.16% | No change | 1,325 | $371K |
| Grove Street Fiduciary, LLC | 0.19% | — | 1,319 | $369K |
| Wells Financial Advisors INC | 0.50% | Reduce -0.4% | 1,316 | $369K |
| Zions Bancorporation, N.A. | 0.02% | Add +4.5% | 1,314 | $368K |
| Wambolt & Associates, LLC | 0.12% | Reduce -10.6% | 1,312 | $368K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,295 | $363K |
| Burney Co./ | 0.01% | Reduce -8.4% | 1,294 | $362K |
| WealthTrak Capital Management LLC | 0.30% | — | 1,288 | $361K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -2.9% | 1,281 | $359K |
| NorthRock Partners, LLC | 0.01% | Add +0.3% | 1,280 | $358K |
| Gen-Wealth Partners Inc | 0.15% | No change | 1,278 | $358K |
| Forefront Wealth Partners, LLC | 0.27% | — | 1,276 | $357K |
| Private Trust Co. NA | 0.04% | No change | 1,272 | $356K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,266 | $355K |
| Portside Wealth Group, LLC | 0.06% | Add +2.4% | 1,260 | $353K |
| Wealthspan Partners, LLC | 0.17% | No change | 1,259 | $353K |
| Coppell Advisory Solutions LLC | 0.05% | Add +43.8% | 1,241 | $348K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $348K |
| American Money Management, LLC | 0.07% | Reduce -9.7% | 1,233 | $345K |
| Fidelis Capital Partners, LLC | 0.03% | New | 1,193 | $345K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $341K |
| Elyxium Wealth, LLC | 0.21% | Add +2.1% | 1,210 | $339K |
| United Advisor Group, LLC | 0.07% | Reduce -40.4% | 1,209 | $339K |
| Apollon Financial, LLC | 0.08% | Add +5.7% | 1,193 | $334K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.9% | 1,193 | $334K |
| Copia Wealth Management | 0.32% | — | 1,189 | $333K |
| American Investment Services, Inc. | 0.06% | No change | 1,187 | $332K |
| WealthPlan Investment Management, LLC | 0.03% | New | 1,185 | $332K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 1,180 | $330K |
| WBH Advisory Inc. | 0.03% | No change | 1,172 | $328K |
| Graney & King, LLC | 0.25% | — | 1,161 | $325K |
| Keebeck Wealth Management | 0.05% | No change | 1,158 | $324K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.6% | 1,156 | $324K |
| ICONIQ Capital, LLC | 0.00% | Add +0.1% | 1,133 | $317K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -0.2% | 1,130 | $316K |
| Marino, Stram & Associates LLC | 0.07% | Add +1.0% | 1,124 | $315K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $315K |
| Kropog Financial Group, LLC | 0.29% | — | 1,120 | $314K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -4.0% | 1,112 | $311K |
| Two Sigma Securities, LLC | 0.06% | New | 1,108 | $310K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -33.6% | 1,104 | $309K |
| PAX Financial Group, LLC | 0.06% | Reduce -3.0% | 1,101 | $308K |
| ARK & TLK Investments, LLC | 0.11% | No change | 1,098 | $308K |
| PUREfi Wealth, LLC | 0.30% | — | 1,097 | $307K |
| Sightline Wealth Advisors, LLC | 0.17% | No change | 1,097 | $307K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.2% | 1,094 | $306K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 1,088 | $305K |
| M.E. Allison & Co., Inc. | 0.34% | — | 1,086 | $304K |
| Hurlow Wealth Management Group, Inc. | 0.10% | No change | 1,086 | $304K |
| Headinvest, LLC | 0.06% | No change | 1,086 | $304K |
| Chapin Davis, Inc. | 0.10% | No change | 1,134 | $303K |
| Axim Planning & Wealth | 0.32% | New | 1,079 | $302K |
| HBK Sorce Advisory LLC | 0.01% | Add +38.8% | 1,073 | $301K |
| Smith, Moore & Co. | 0.03% | Add +4.9% | 1,069 | $299K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 1,069 | $299K |
| Smartleaf Asset Management LLC | 0.03% | Add +13.5% | 1,060 | $297K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | Add +0.2% | 1,005 | $293K |
| TFG Advisers LLC | 0.10% | Add +2.1% | 1,032 | $289K |
| Klingman & Associates, LLC | 0.02% | Reduce -25.2% | 1,028 | $288K |
| PCA Investment Advisory Services Inc. | 0.13% | Reduce -3.7% | 1,026 | $287K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,017 | $285K |
| Spinnaker Trust | 0.02% | Add +2.8% | 1,015 | $284K |
| PFG Investments, LLC | 0.02% | Reduce -8.5% | 1,005 | $281K |
| Soltis Investment Advisors LLC | 0.03% | Add +5.3% | 996 | $279K |
| Novus Advisors, LLC | 0.28% | — | 996 | $279K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 996 | $279K |
| Means Investment Co., Inc. | 0.03% | Add +14.3% | 996 | $279K |
| Eagle Strategies LLC | 0.05% | Reduce -6.4% | 995 | $279K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 953 | $278K |
| Courier Capital LLC | 0.02% | No change | 990 | $277K |
| Riverbridge Partners LLC | 0.00% | New | 990 | $277K |
| Signaturefd, LLC | 0.01% | Add +43.6% | 988 | $277K |
| Carr Financial Group Corp | 0.09% | Add +0.1% | 986 | $276K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -0.9% | 977 | $274K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -43.0% | 972 | $272K |
| Greenleaf Trust | 0.00% | Add +0.1% | 961 | $269K |
| Stevens Capital Partners | 0.12% | Reduce -0.3% | 960 | $269K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.8% | 958 | $268K |
| Net Worth Advisory Group | 0.08% | Add +1.5% | 955 | $268K |
| Von Berge Wealth Management Group, LLC | 0.16% | Add +0.1% | 908 | $267K |
| Ti-Trust, Inc. | 0.18% | No change | 954 | $267K |
| Farmers National Bank | 0.08% | — | 953 | $267K |
| TPG Financial Advisors, LLC | 0.12% | Reduce -0.6% | 949 | $266K |
| Sutton Place Investors LLC | 0.15% | No change | 947 | $265K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +50.2% | 898 | $264K |
| Convergence Financial, LLC | 0.05% | Reduce -1.6% | 941 | $264K |
| Edge Financial Advisors LLC | 0.23% | Add +0.1% | 938 | $263K |
| Golden State Wealth Management, LLC | 0.04% | — | 937 | $263K |
| Ancora Advisors LLC | 0.01% | Add +291.6% | 932 | $261K |
| Dahring | Cusmano LLC | 0.24% | — | 926 | $259K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $258K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 919 | $257K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.2% | 914 | $256K |
| Oldfather Financial Services, LLC | 0.10% | No change | 914 | $256K |
| Fisher Asset Management | 0.00% | Add +0.9% | 913 | $256K |
| Alexander Labrunerie & Co., Inc. | 0.11% | Add +0.1% | 911 | $255K |
| LaFleur & Godfrey LLC | 0.03% | Add +4.7% | 908 | $254K |
| Parsons Capital Management Inc. | 0.01% | No change | 905 | $253K |
| Exchange Traded Concepts, LLC | 0.01% | Add +500.0% | 900 | $252K |
| GWN Securities Inc. | 0.07% | — | 891 | $252K |
| MorganRosel Wealth Management, LLC | 0.08% | New | 892 | $250K |
| Ameriflex Group, Inc. | 0.11% | — | 855 | $250K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $249K |
| Bluesphere Advisors LLC | 0.12% | Reduce -21.0% | 888 | $249K |
| Dearborn Partners LLC | 0.01% | Reduce -18.0% | 887 | $248K |
| Cathy Pareto & Associates, Inc. | 0.23% | — | 886 | $248K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +12.4% | 882 | $247K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -25.4% | 880 | $247K |
| O'Dell Group, LLC | 0.06% | No change | 880 | $246K |
| Stewardship Advisors, LLC | 0.07% | Add +9.2% | 876 | $245K |
| Apexium Financial, LP | 0.01% | Reduce -4.1% | 867 | $243K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $242K |
| Financial Perspectives, Inc | 0.08% | Add +96.8% | 854 | $239K |
| Whipplewood Advisors, LLC | 0.14% | — | 848 | $237K |
| Pinion Investment Advisors, LLC | 0.09% | Reduce -1.1% | 847 | $237K |
| Western Financial Corp | 0.13% | Reduce -2.2% | 843 | $236K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 839 | $235K |
| Alaska Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 838 | $235K |
| Rossmore Private Capital | 0.03% | No change | 835 | $234K |
| Blackston Financial Advisory Group, LLC | 0.12% | Reduce -5.9% | 831 | $233K |
| Argent Advisors, Inc. | 0.09% | No change | 830 | $232K |
| Linscomb Wealth, Inc. | 0.01% | No change | 829 | $232K |
| Horizon Investment Services, LLC | 0.10% | No change | 820 | $230K |
| WPG Advisers, LLC | 0.21% | — | 817 | $229K |
| Winthrop Advisory Group LLC | 0.03% | No change | 811 | $227K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $227K |
| Hurley Capital, LLC | 0.18% | — | 792 | $227K |
| HM Payson & Co. | 0.00% | No change | 808 | $226K |
| LWM Advisors Inc. | 0.23% | — | 807 | $226K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -10.5% | 806 | $226K |
| International Assets Investment Management, LLC | 0.02% | New | 803 | $225K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 804 | $225K |
| Vigilare Wealth Management | 0.09% | No change | 800 | $224K |
| Mosaic Financial Group, LLC | 0.16% | Add +0.1% | 801 | $224K |
| Triton Financial Group Inc | 0.14% | Add +0.8% | 793 | $222K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.1% | 793 | $222K |
| Wealth Group, Ltd. | 0.14% | New | 794 | $222K |
| Angeles Wealth Management, LLC | 0.02% | No change | 792 | $222K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +1.3% | 791 | $222K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 786 | $220K |
| Philadelphia Trust Co. | 0.02% | No change | 783 | $219K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -9.6% | 780 | $218K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -17.8% | 779 | $218K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -6.4% | 776 | $217K |
| Madison Park Capital Advisors, LLC | 0.17% | New | 775 | $217K |
| North Star Investment Management Corp. | 0.02% | No change | 773 | $217K |
| Quadrant Capital Group LLC | 0.01% | No change | 773 | $216K |
| Five Pine Wealth Management | 0.18% | — | 771 | $216K |
| LaSalle St. Investment Advisors, LLC | 0.07% | No change | 774 | $216K |
| Diversify Wealth Management, LLC | 0.02% | New | 771 | $216K |
| Wealth Management Nebraska | 0.04% | — | 769 | $215K |
| Synergy Investment Management, LLC | 0.09% | — | 762 | $213K |
| Cove Private Wealth, LLC | 0.13% | Add +1.2% | 759 | $213K |
| Garrison Point Advisors, LLC | 0.10% | No change | 755 | $211K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -1.2% | 754 | $211K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.1% | 753 | $211K |
| REDW Wealth LLC | 0.07% | Reduce -2.7% | 752 | $211K |
| Triton Wealth Management, PLLC | 0.11% | Reduce -5.8% | 740 | $210K |
| LexAurum Advisors, LLC | 0.04% | Reduce -21.7% | 748 | $209K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -6.3% | 746 | $209K |
| Advyzon Investment Management, LLC | 0.08% | — | 746 | $209K |
| Milestone Investment Advisors LLC | 0.06% | No change | 741 | $208K |
| F/m Investments LLC | 0.01% | New | 740 | $207K |
| Graypoint LLC | 0.01% | New | 735 | $206K |
| Rollins Financial Advisors, LLC | 0.03% | Reduce -19.3% | 734 | $206K |
| Clark Asset Management, LLC | 0.04% | New | 728 | $204K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -20.9% | 724 | $203K |
| Roundview Capital LLC | 0.01% | New | 720 | $202K |
| Investment Advisory Group, LLC | 0.07% | New | 716 | $200K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 715 | $200K |
| Strategic Investment Solutions, Inc. | 0.07% | Add +39.0% | 752 | $200K |
| Holos Integrated Wealth LLC | 0.14% | — | 711 | $199K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 689 | $193K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +7.3% | 689 | $193K |
| Venturi Wealth Management, LLC | 0.01% | Add +3.4% | 662 | $185K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +164.4% | 653 | $184K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.9% | 657 | $184K |
| VSM Wealth Advisory, LLC | 0.07% | — | 655 | $184K |
| Sierra Ocean, LLC | 0.14% | — | 625 | $175K |
| First Pacific Financial | 0.04% | No change | 624 | $175K |
| New Millennium Group LLC | 0.10% | Reduce -2.7% | 613 | $172K |
| Proffitt & Goodson Inc. | 0.03% | No change | 609 | $171K |
| Colonial Trust Co / SC | 0.02% | Reduce -3.0% | 547 | $153K |
| Logan Capital Management Inc. | 0.01% | No change | 532 | $149K |
| TFC Financial Management, Inc. | 0.02% | Add +20.7% | 530 | $149K |
| Russell Investments Group, Ltd. | 0.00% | No change | 521 | $146K |
| DT Investment Partners, LLC | 0.01% | No change | 513 | $144K |
| Fairscale Capital, LLC | 0.12% | No change | 492 | $138K |
| West Oak Capital, LLC | 0.07% | No change | 490 | $137K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 486 | $136K |
| Iron Horse Wealth Management, LLC | 0.05% | No change | 485 | $136K |
| Independence Bank of Kentucky | 0.02% | No change | 463 | $130K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.25% | No change | 462 | $129K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 451 | $126K |
| Lazard Asset Management LLC | 0.00% | Reduce -18.6% | 448 | $125K |
| Rothschild Investment LLC | 0.01% | No change | 441 | $124K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 430 | $120K |
| Old Second National Bank of Aurora | 0.03% | No change | 425 | $119K |
| Sandy Spring Bank | 0.00% | No change | 421 | $118K |
| Empirical Asset Management, LLC | 0.04% | New | 104,863 | $118K |
| Concord Wealth Partners | 0.02% | No change | 407 | $114K |
| Piscataqua Savings Bank | 0.10% | No change | 400 | $112K |
| IMG Wealth Management, Inc. | 0.10% | — | 399 | $112K |
| Register Financial Advisors LLC | 0.06% | No change | 395 | $111K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +2.9% | 394 | $110K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 390 | $109K |
| GoalVest Advisory LLC | 0.03% | Add +2.9% | 390 | $109K |
| Colony Family Offices, LLC | 0.03% | New | 389 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 385 | $108K |
| Orion Capital Management LLC | 0.05% | New | 379 | $106K |
| ORG Partners LLC | 0.01% | Add +7.5% | 373 | $105K |
| Vermillion Wealth Management, Inc. | 0.05% | — | 371 | $104K |
| Richards, Merrill & Peterson, Inc. | 0.05% | — | 371 | $104K |
| Legacy Bridge, LLC | 0.05% | No change | 350 | $98K |
| Oarsman Capital, Inc. | 0.02% | Reduce -12.7% | 345 | $97K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -47.9% | 328 | $96K |
| JNBA Financial Advisors | 0.01% | Add +80.7% | 336 | $94K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $90K |
| Northwest Capital Management Inc | 0.04% | No change | 321 | $90K |
| Marshall Investment Management, LLC | 0.05% | — | 334 | $89K |
| Trust Co. of Vermont | 0.00% | No change | 304 | $85K |
| Truvestments Capital LLC | 0.02% | No change | 300 | $84K |
| Horizon Financial Services, LLC | 0.05% | No change | 292 | $82K |
| Millstone Evans Group, LLC | 0.05% | — | 285 | $80K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 300 | $79K |
| NBT Bank, N.A. | 0.01% | Add +20.6% | 281 | $79K |
| Phillips Financial Management, LLC | 0.01% | Add +146.3% | 266 | $74K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $73K |
| Addison Advisors LLC | 0.02% | Reduce -42.6% | 255 | $71K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 251 | $70K |
| PSI Advisors, LLC | 0.02% | No change | 250 | $70K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $65K |
| Valued Wealth Advisors LLC | 0.04% | Reduce -4.7% | 225 | $63K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $63K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $61K |
| Mechanics Financial Corp | 0.03% | No change | 215 | $60K |
| Beacon Capital Management, LLC | 0.01% | No change | 214 | $60K |
| City State Bank | 0.02% | Reduce -19.2% | 210 | $59K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 209 | $59K |
| Creekmur Asset Management LLC | 0.01% | Add +0.5% | 209 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 205 | $57K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $57K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 204 | $57K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | — | 200 | $56K |
| Bangor Savings Bank | 0.01% | No change | 200 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -3.4% | 198 | $55K |
| Morling Financial Advisors, LLC | 0.02% | New | 195 | $55K |
| Abound Wealth Management | 0.02% | No change | 192 | $54K |
| Human Investing LLC | 0.01% | New | 183 | $51K |
| Caitlin John, LLC | 0.03% | No change | 180 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 180 | $50K |
| Financial Gravity Companies, Inc. | 0.01% | Reduce -12.6% | 180 | $50K |
| Bell Investment Advisors, Inc | 0.01% | No change | 179 | $50K |
| BlackRock, Inc. | 0.00% | Add +22.4% | 175 | $49K |
| Minot DeBlois Advisors LLC | 0.04% | — | 174 | $49K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $48K |
| Vestor Capital, LLC | 0.00% | No change | 165 | $46K |
| Park Square Financial Group, LLC | 0.03% | — | 164 | $46K |
| Decker Retirement Planning Inc. | 0.03% | — | 164 | $46K |
| Stonebridge Financial Group, LLC | 0.01% | — | 163 | $46K |
| Sunbelt Securities, Inc. | 0.00% | Add +6.6% | 161 | $45K |
| Operose Advisors LLC | 0.02% | No change | 161 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $45K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $45K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $44K |
| 2UniFi Bank | 0.03% | — | 152 | $43K |
| Missouri Trust & Investment Co | 0.01% | No change | 151 | $42K |
| Archer Investment Corp | 0.01% | No change | 150 | $42K |
| Raleigh Capital Management Inc. | 0.02% | Add +9.6% | 148 | $41K |
| Matrix Private Capital Group LLC | 0.02% | No change | 145 | $41K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $39K |
| GAMMA Investing LLC | 0.00% | No change | 137 | $38K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $38K |
| Sherman Asset Management, Inc. | 0.03% | — | 130 | $36K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 129 | $36K |
| Grove Bank & Trust | 0.00% | No change | 126 | $35K |
| Webster Bank, N. A. | 0.00% | Reduce -52.9% | 124 | $35K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 120 | $34K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $34K |
| Eastern Bank | 0.00% | No change | 120 | $34K |
| Park Place Capital Corp | 0.01% | No change | 110 | $31K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 110 | $31K |
| Transce3nd, LLC | 0.01% | — | 106 | $30K |
| JDM Financial Group LLC | 0.02% | No change | 108 | $30K |
| Eagle Bay Advisors LLC | 0.02% | No change | 106 | $30K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 104 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 104 | $29K |
| First PREMIER Bank | 0.01% | New | 105 | $29K |
| Modus Advisors, LLC | 0.01% | New | 101 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $28K |
| Global Wealth Strategies & Associates | 0.01% | No change | 97 | $27K |
| LGT Financial Advisors LLC | 0.06% | No change | 96 | $27K |
| Optimum Investment Advisors | 0.01% | Add +216.7% | 95 | $27K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 95 | $27K |
| Frazier Financial Advisors, LLC | 0.02% | Add +14.8% | 93 | $26K |
| SouthState Bank Corp | 0.00% | No change | 92 | $26K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.3% | 89 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $25K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 85 | $24K |
| Fairway Wealth LLC | 0.01% | New | 83 | $23K |
| Mascoma Wealth Management LLC | 0.01% | New | 82 | $23K |
| Transcendent Capital Group LLC | 0.01% | Add +47.3% | 81 | $23K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 80 | $22K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $22K |
| Stephens Consulting, LLC | 0.01% | No change | 80 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +48.0% | 74 | $21K |
| St Germain D J Co. Inc. | 0.00% | New | 74 | $21K |
| National Bank of Canada | 0.00% | No change | 70 | $20K |
| Roble, Belko & Company, Inc | 0.00% | Add +1.6% | 64 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 63 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -17.1% | 63 | $18K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 63 | $17K |
| Curio Wealth, LLC | 0.01% | — | 62 | $17K |
| Mendota Financial Group, LLC | 0.01% | New | 58 | $16K |
| Roxbury Financial LLC | 0.02% | — | 53 | $16K |
| Chilton Capital Management LLC | 0.00% | New | 56 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Add +178.9% | 53 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 51 | $14K |
| Main Street Group, LTD | 0.01% | No change | 48 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +4.5% | 46 | $13K |
| Olistico Wealth, LLC | 0.01% | No change | 45 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 45 | $13K |
| Albion Financial Group | 0.00% | No change | 40 | $11K |
| Oakworth Capital, Inc. | 0.00% | New | 39 | $11K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -46.5% | 38 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $11K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 36 | $10K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 35 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -60.7% | 33 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -60.7% | 33 | $10K |
| MCF Advisors LLC | 0.00% | No change | 34 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 33 | $9K |
| Financial Life Planners | 0.01% | — | 32 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $9K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 29 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -29.3% | 29 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 29 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 28 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| Aventura Private Wealth, LLC | 0.00% | — | 25 | $7K |
| West Branch Capital LLC | 0.00% | New | 24 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 23 | $6K |
| Painted Porch Advisors LLC | 0.00% | Reduce -8.3% | 22 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -31.3% | 22 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.12% | — | 19 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 19 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -69.1% | 17 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 16 | $4K |
| Kozak & Associates, Inc. | 0.00% | Reduce -52.9% | 16 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 14 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $4K |
| Mitchell Sinkler & Starr | 0.00% | No change | 11 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 10 | $3K |
| Towne Trust Company, N.A | 0.00% | New | 10 | $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 |
| Rakuten Securities, Inc. | 0.00% | Reduce -43.8% | 9 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 8 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 8 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Davis Capital Management | 0.00% | No change | 6 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 6 | $2K |
| Pacific Center for Financial Services | 0.00% | New | 5 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Private Capital Management LLC | 0.00% | Reduce -99.1% | 3 | $841 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $840 |
| Spurstone Advisory Services, LLC | 0.01% | — | 2 | $560 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $281 |
| RE Dickinson Investment Advisors, LLC | 0.00% | Reduce -40.4% | 56 | $157 |
"% 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.