Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q1 2025 (March 31)1,080holders −42
52new positions
88sold out
4famous investors
$251.70avg. 13F price*
At the end of Q1 2025, 1,080 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, down 42 from Q4 2024. 52 opened new positions and 88 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($471.9M) and Assetmark, Inc. ($381.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $55.7M |
| Exits | 88 | $85.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,672,151 shares bought and 3,631,167 shares sold, net −959,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,080 holders
| Bank of America Corp. | 0.22% | Add +2.9% | 9,855,905 | $2.5B |
| Morgan Stanley | 0.03% | Add +4.0% | 1,874,307 | $471.9M |
| Assetmark, Inc. | 1.05% | Add +3.8% | 1,514,549 | $381.3M |
| Royal Bank of Canada | 0.06% | Add +359.1% | 988,251 | $248.8M |
| Corient Private Wealth LP | 0.39% | Add +0.8% | 958,488 | $241.3M |
| Sei Investments Co. | 0.30% | Add +5.1% | 920,776 | $231.8M |
| Wells Fargo & Company | 0.05% | Add +3.3% | 883,973 | $222.6M |
| UBS Group AG | 0.05% | Reduce -2.1% | 865,210 | $217.8M |
| LPL Financial LLC | 0.08% | Add +10.9% | 827,794 | $208.4M |
| Mather Group, Llc. | 2.34% | Add +6.5% | 802,798 | $202.1M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.1% | 698,613 | $175.9M |
| Cohen Klingenstein LLC | 6.19% | Add +0.6% | 678,760 | $170.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.2% | 656,706 | $165.3M |
| Jones Financial Companies LLLP | 0.15% | Reduce -66.2% | 646,506 | $163.5M |
| EP Wealth Advisors, LLC | 1.21% | Add +30.7% | 601,701 | $151.5M |
| Choreo, LLC | 2.00% | Reduce -4.4% | 512,280 | $129.0M |
| Moneta Group Investment Advisors LLC | 1.70% | Add +1.0% | 490,383 | $123.5M |
| Tiaa Trust, National Association | 0.37% | Add +11.4% | 469,775 | $118.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.7% | 463,245 | $116.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.0% | 415,080 | $104.4M |
| Wealthspire Advisors, LLC | 0.56% | Add +96.3% | 373,028 | $93.9M |
| MML Investors Services, LLC | 0.30% | Reduce -3.1% | 358,217 | $90.2M |
| Rwa Wealth Partners, LLC | 1.06% | Add +4.0% | 333,598 | $84.0M |
| HighTower Advisors, LLC | 0.11% | Add +12.4% | 322,514 | $81.2M |
| Mill Creek Capital Advisors, LLC | 1.95% | Add +0.4% | 319,278 | $80.4M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -0.8% | 302,211 | $76.1M |
| Truist Financial Corp. | 0.12% | Reduce -0.4% | 296,636 | $74.7M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -2.1% | 291,349 | $73.4M |
| Cetera Investment Advisers | 0.14% | Add +1.1% | 288,917 | $72.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 222,641 | $56.1M |
| 1832 Asset Management L.P. | 0.11% | Add +10.4% | 218,895 | $55.1M |
| Focus Partners Wealth | 0.14% | Add +1.9% | 218,678 | $55.1M |
| Mariner, LLC | 0.08% | Reduce -0.7% | 196,418 | $49.5M |
| Osaic Holdings, Inc. | 0.11% | Reduce -20.9% | 192,134 | $48.4M |
| US Bancorp \de | 0.06% | Reduce -7.7% | 176,670 | $44.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.1% | 174,597 | $44.0M |
| United Capital Financial Advisors, LLC | 0.34% | Reduce -1.9% | 156,583 | $39.4M |
| Strategies Wealth Advisors, LLC | 4.31% | Add +5.4% | 140,039 | $35.3M |
| Stifel Financial Corp. | 0.04% | Add +2.5% | 137,891 | $34.7M |
| Summit Financial Strategies, Inc. | 3.46% | Reduce -1.8% | 136,290 | $34.3M |
| Avior Wealth Management, LLC | 1.29% | Add +3.8% | 134,649 | $33.9M |
| American Financial Advisors, LLC | 4.86% | Reduce -2.2% | 133,061 | $33.5M |
| Bragg Financial Advisors, Inc | 1.30% | Add +4.3% | 125,725 | $31.7M |
| Private Advisor Group, LLC | 0.19% | Add +7.3% | 125,486 | $31.6M |
| Rodgers & Associates, LTD | 3.85% | Add +4.4% | 125,433 | $31.6M |
| Mosaic Family Wealth Partners, LLC | 4.33% | Add +3.2% | 120,778 | $30.4M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.6% | 115,677 | $29.2M |
| Creative Planning | 0.03% | Reduce -6.1% | 115,731 | $29.1M |
| NewEdge Advisors, LLC | 0.17% | Reduce -4.0% | 113,858 | $28.7M |
| Inspirion Wealth Advisors, LLC | 3.94% | Reduce -0.9% | 112,632 | $28.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 109,398 | $27.5M |
| One Day In July LLC | 2.64% | Add +2.7% | 104,873 | $26.4M |
| Vision Capital Management, Inc. | 3.72% | Reduce -0.8% | 102,390 | $25.8M |
| Brickley Wealth Management | 5.22% | Reduce -0.1% | 99,955 | $25.2M |
| Jentner Corp | 7.52% | Reduce -3.1% | 99,820 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -1.9% | 94,982 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.4% | 93,905 | $23.6M |
| Waldron Private Wealth LLC | 1.11% | Reduce -3.0% | 93,624 | $23.6M |
| Cresset Asset Management, LLC | 0.11% | Add +2.1% | 90,397 | $22.8M |
| Natixis Advisors, LLC | 0.04% | Add +13.6% | 84,340 | $21.2M |
| Congress Asset Management Co. | 0.16% | Add +28.3% | 83,348 | $21.0M |
| BHK Investment Advisors, LLC | 8.81% | Reduce -9.8% | 82,772 | $20.8M |
| McAdam, LLC | 1.26% | Add +0.0% | 81,070 | $20.4M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -0.4% | 76,181 | $19.2M |
| Safeguard Financial, LLC | 4.01% | Add +8.4% | 72,790 | $18.3M |
| Larson Financial Group LLC | 0.86% | Reduce -6.9% | 72,065 | $18.1M |
| Exencial Wealth Advisors, LLC | 0.67% | Reduce -0.7% | 71,588 | $18.0M |
| Fifth Third Bancorp | 0.07% | Reduce -1.8% | 71,463 | $18.0M |
| Comerica Bank | 0.07% | Add +9.3% | 70,771 | $17.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +35.8% | 70,325 | $17.7M |
| Partners in Financial Planning | 3.30% | Add +3.1% | 65,179 | $16.4M |
| Modera Wealth Management, LLC | 0.22% | Reduce -9.7% | 64,780 | $16.3M |
| Total Wealth Planning, LLC | 2.48% | Add +0.9% | 64,442 | $16.2M |
| Sage Financial Group Inc. | 1.29% | Add +2.8% | 63,375 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.4% | 62,656 | $15.8M |
| Asset Management Group, Inc. | 2.86% | Reduce -1.2% | 61,394 | $15.5M |
| Atria Investments, Inc | 0.19% | Add +0.5% | 59,966 | $15.1M |
| SPC Financial, Inc. | 1.31% | Add +3.1% | 59,305 | $14.9M |
| Retirement Investment Advisors, Inc. | 1.49% | Add +3.4% | 58,472 | $14.7M |
| Aaron Wealth Advisors LLC | 1.68% | Add +4.8% | 58,098 | $14.6M |
| Stephens Inc. | 0.21% | Add +3.6% | 57,182 | $14.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.03% | Add +4.2% | 57,119 | $14.4M |
| Cwm, LLC | 0.06% | Add +124.0% | 57,075 | $14.4M |
| FMR LLC | 0.00% | Add +12.5% | 57,060 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.21% | Add +0.6% | 56,616 | $14.3M |
| Robinswood Financial LLC | 5.27% | Add +0.2% | 56,583 | $14.2M |
| Adventist Health System/ West | 2.21% | No change | 55,720 | $14.0M |
| Pasadena Private Wealth, LLC | 2.63% | Add +5.7% | 54,207 | $13.6M |
| Quest Investment Management LLC | 1.64% | No change | 52,660 | $13.3M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Add +1.5% | 52,337 | $13.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.6% | 52,064 | $13.1M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -22.6% | 59,316 | $13.0M |
| Corrigan Financial, Inc. | 2.68% | Add +3.9% | 51,725 | $13.0M |
| Captrust Financial Advisors | 0.03% | Add +3.2% | 50,961 | $12.8M |
| Vawter Financial, Ltd. | 6.96% | Add +1.7% | 49,348 | $12.4M |
| Presilium Private Wealth, LLC | 2.77% | Add +40.0% | 49,138 | $12.4M |
| Benjamin Edwards Inc. | 0.17% | Reduce -4.9% | 49,014 | $12.3M |
| RS Crum Inc. | 3.32% | Reduce -1.5% | 49,004 | $12.3M |
| LMCG Investments, LLC | 0.81% | Reduce -2.9% | 48,342 | $12.2M |
| Wesbanco Bank Inc. | 0.42% | Add +16.8% | 47,465 | $12.0M |
| Cullen/Frost Bankers, Inc. | 0.16% | Add +0.8% | 46,067 | $11.6M |
| FSA Investment Group, LLC | 9.48% | Add +10.0% | 44,250 | $11.1M |
| Systelligence, LLC | 2.67% | New | 44,092 | $11.1M |
| Compound Planning, Inc. | 0.50% | Add +660.4% | 43,930 | $11.1M |
| Stephens Group Asset Management, LLC | 0.87% | Reduce -21.8% | 43,084 | $10.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.2% | 43,068 | $10.8M |
| Baird Financial Group, Inc. | 0.02% | Add +4.5% | 42,535 | $10.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.4% | 42,115 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +0.4% | 41,845 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -5.2% | 41,370 | $10.4M |
| Garde Capital, Inc. | 0.59% | Reduce -3.4% | 41,235 | $10.4M |
| FC Advisory LLC | 3.50% | Add +2.8% | 41,157 | $10.4M |
| Praetorian Wealth Management, Inc. | 2.52% | Add +0.0% | 40,991 | $10.3M |
| Cornerstone Wealth Advisors, Inc. | 2.74% | Add +1.5% | 39,226 | $9.9M |
| Performance Wealth Partners, LLC | 0.35% | Reduce -7.5% | 39,178 | $9.9M |
| WP Advisors, LLC | 3.24% | Reduce -0.2% | 38,595 | $9.7M |
| CW Advisors, LLC | 0.12% | Add +13.7% | 38,255 | $9.7M |
| Payne Capital Management, LLC | 4.10% | Add +3.6% | 38,154 | $9.6M |
| Avantax Planning Partners, Inc. | 0.33% | Add +24.4% | 37,187 | $9.4M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -3.5% | 36,962 | $9.3M |
| Jacobsen Capital Management | 4.01% | Reduce -0.7% | 36,656 | $9.2M |
| Jmac Enterprises LLC | 2.17% | Add +1.7% | 36,352 | $9.2M |
| Veery Capital, LLC | 3.52% | Add +4.9% | 35,958 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Reduce -5.2% | 34,574 | $8.7M |
| Marion Wealth Management | 2.23% | Reduce -1.9% | 33,093 | $8.3M |
| Clayton Financial Group LLC | 3.03% | Add +3.6% | 32,858 | $8.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -1.0% | 32,774 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +6.5% | 32,683 | $8.2M |
| Highland Capital Management, LLC | 0.48% | Reduce -2.3% | 32,073 | $8.1M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -13.3% | 32,045 | $8.1M |
| First American Trust, FSB | 0.74% | Add +675.6% | 31,807 | $8.0M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 31,200 | $7.9M |
| Focused Wealth Management, Inc | 1.03% | Add +4.6% | 30,181 | $7.6M |
| Fee-Only Financial Planning, L.C. | 5.18% | Reduce -0.4% | 30,160 | $7.6M |
| RFG Advisory, LLC | 0.20% | Add +6.9% | 30,098 | $7.6M |
| Arvest Investments, Inc. | 1.19% | Reduce -0.2% | 29,992 | $7.6M |
| HB Wealth Management, LLC | 0.06% | Add +1.5% | 29,991 | $7.6M |
| Focus Financial Network, Inc. | 0.29% | Add +1.5% | 28,639 | $7.2M |
| Blair William & Co. | 0.02% | Reduce -3.0% | 28,633 | $7.2M |
| Bishop & Co Investment Management, LLC | 2.75% | Reduce -25.1% | 28,233 | $7.1M |
| Performa Ltd (US), LLC | 2.34% | No change | 27,918 | $7.0M |
| Towerpoint Wealth, LLC | 3.47% | Reduce -2.1% | 27,805 | $7.0M |
| Capital Advisors Wealth Management, LLC | 1.22% | Reduce -2.3% | 27,366 | $6.9M |
| Integrity Alliance, Llc. | 0.27% | Add +1050.4% | 27,184 | $6.8M |
| Waverly Advisors, LLC | 0.08% | Reduce -5.2% | 26,930 | $6.8M |
| GHP Investment Advisors, Inc. | 0.32% | Reduce -1.4% | 26,703 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +2.3% | 26,650 | $6.7M |
| Relyea Zuckerberg Hanson LLC | 0.90% | Reduce -3.5% | 26,493 | $6.7M |
| Cornerstone Management, Inc. | 1.24% | Add +5.0% | 26,382 | $6.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.32% | Add +11.1% | 26,069 | $6.6M |
| Ifrah Financial Services, Inc. | 1.88% | Reduce -4.5% | 26,006 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -7.4% | 25,791 | $6.5M |
| Members Trust Co | 0.22% | Reduce -73.1% | 25,506 | $6.4M |
| CX Institutional | 0.24% | Add +29.2% | 25,463 | $6.4M |
| Arax Advisory Partners | 0.41% | Reduce -54.6% | 25,139 | $6.3M |
| Kera Capital Partners, Inc. | 1.88% | New | 25,110 | $6.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 24,978 | $6.3M |
| Bank of Montreal | 0.00% | Add +0.9% | 24,964 | $6.3M |
| Quent Capital, LLC | 0.66% | Add +5.4% | 24,879 | $6.3M |
| Old National Bancorp | 0.16% | Reduce -5.9% | 24,877 | $6.3M |
| Dopkins Wealth Management, LLC | 3.16% | Add +7.6% | 24,659 | $6.2M |
| Prudential Financial Inc. | 0.01% | Reduce -49.7% | 24,147 | $6.1M |
| SWAN Capital LLC | 2.78% | Add +34.7% | 23,932 | $6.0M |
| Strategic Investment Advisors / MI | 0.63% | Add +10.4% | 23,630 | $5.9M |
| Cary Street Partners Financial LLC | 0.19% | Reduce -2.8% | 23,627 | $5.9M |
| SkyOak Wealth, LLC | 1.29% | Add +1.6% | 23,337 | $5.9M |
| Mechanics Bank Trust Department | 0.80% | Add +26.0% | 23,247 | $5.9M |
| Capital Management Associates, Inc | 1.32% | Add +3.7% | 23,164 | $5.8M |
| Savant Capital, LLC | 0.05% | Reduce -1.6% | 23,139 | $5.8M |
| Blue Investment Partners LLC | 2.18% | Reduce -0.6% | 23,020 | $5.8M |
| Leeward Financial Partners, LLC | 2.08% | Add +3.0% | 22,096 | $5.6M |
| Townsquare Capital LLC | 0.06% | Add +37.1% | 21,975 | $5.5M |
| Fifth Third Securities, Inc. | 0.46% | Add +22.1% | 21,797 | $5.5M |
| Archford Capital Strategies, LLC | 0.80% | Reduce -11.2% | 21,659 | $5.5M |
| Pinnacle Financial Partners Inc | 0.11% | Reduce -0.4% | 21,601 | $5.4M |
| Merit Financial Group, LLC | 0.08% | Reduce -29.8% | 21,569 | $5.4M |
| NFSG Corp | 1.31% | Add +55.6% | 21,402 | $5.4M |
| Advisory Alpha, LLC | 0.18% | Add +7.1% | 21,234 | $5.3M |
| OneAscent Financial Services LLC | 0.35% | Add +157.9% | 21,192 | $5.3M |
| Glenmede Trust Co. NA | 0.03% | Reduce -6.4% | 21,075 | $5.3M |
| Wealthfront Advisers LLC | 0.01% | Add +15.3% | 20,820 | $5.2M |
| River Wealth Advisors LLC | 0.73% | Reduce -3.0% | 20,732 | $5.2M |
| New Wave Wealth Advisors LLC | 2.34% | Add +6.8% | 20,731 | $5.2M |
| Harbour Investments, Inc. | 0.15% | Add +6.2% | 20,419 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.5% | 20,309 | $5.1M |
| Wolff Financial Management LLC | 1.41% | Reduce -1.4% | 20,256 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -0.6% | 20,050 | $5.0M |
| Associated Banc-Corp | 0.15% | Add +14.3% | 19,829 | $5.0M |
| Texas Yale Capital Corp. | 0.20% | Reduce -6.0% | 19,619 | $4.9M |
| &partners | 0.05% | Add +11.3% | 19,507 | $4.9M |
| Independent Financial Group, LLC | 0.17% | Add +0.8% | 19,349 | $4.9M |
| Manchester Capital Management LLC | 0.59% | No change | 19,205 | $4.8M |
| Procyon Advisors, LLC | 0.29% | Add +13.8% | 19,198 | $4.8M |
| Advisory Services Network, LLC | 0.09% | Reduce -33.3% | 18,966 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -70.1% | 18,670 | $4.7M |
| Councilor Wealth, LLC | 2.34% | Reduce -0.3% | 18,614 | $4.7M |
| Joel Isaacson & Co., LLC | 0.21% | Add +0.1% | 18,370 | $4.6M |
| Prosperity Planning, Inc. | 2.07% | Add +0.4% | 18,262 | $4.6M |
| Bradley Foster & Sargent Inc. | 0.08% | Reduce -0.6% | 18,253 | $4.6M |
| CJM Wealth Advisers, Ltd. | 1.61% | Add +10.1% | 18,093 | $4.6M |
| Tenret Co LLC | 2.76% | Reduce -3.5% | 18,072 | $4.5M |
| First Horizon Advisors, Inc. | 0.13% | Add +3.9% | 17,999 | $4.5M |
| Financial Advisors Network, Inc. | 0.74% | Add +3.0% | 17,835 | $4.5M |
| First Heartland Consultants, Inc. | 0.46% | Reduce -23.3% | 17,755 | $4.5M |
| Commerce Bank | 0.03% | Reduce -3.6% | 17,721 | $4.5M |
| Black Diamond Financial, LLC | 0.67% | Add +4.8% | 17,666 | $4.4M |
| Citigroup Inc. | 0.00% | Add +6.3% | 17,623 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.4% | 17,380 | $4.4M |
| Citadel Advisors | 0.00% | New | 17,323 | $4.4M |
| Algorithmic Investment Models, LLC | 3.20% | Add +100.1% | 17,269 | $4.3M |
| Eclectic Associates Inc. | 1.16% | Add +0.1% | 17,267 | $4.3M |
| Trust Co of the South | 0.90% | Add +102.4% | 17,082 | $4.3M |
| Mainsail Asset Management, LLC | 2.94% | Add +11.7% | 17,050 | $4.3M |
| Everhart Financial Group, Inc. | 0.58% | Add +16.6% | 16,988 | $4.3M |
| Essential Planning, LLC. | 1.72% | Reduce -98.5% | 16,970 | $4.3M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -6.2% | 16,749 | $4.2M |
| Titleist Asset Management, LLC | 0.49% | Add +0.1% | 16,808 | $4.2M |
| Creative Financial Designs Inc. | 0.34% | Add +20.3% | 16,702 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | New | 16,640 | $4.2M |
| Betterment LLC | 0.01% | Add +7.2% | 16,593 | $4.2M |
| Zeit Capital LLC | 3.19% | Add +7.3% | 16,478 | $4.1M |
| Perigon Wealth Management, LLC | 0.10% | Add +6.3% | 15,939 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +0.2% | 15,897 | $4.0M |
| Gemmer Asset Management LLC | 0.40% | No change | 15,883 | $4.0M |
| Stephen J. Garry & Associates, LLC | 3.71% | Add +3.0% | 15,753 | $4.0M |
| Ackerman Capital Advisors, LLC | 1.04% | Add +0.5% | 15,590 | $3.9M |
| Tudor Investment Corporation | 0.03% | New | 15,559 | $3.9M |
| Verdence Capital Advisors LLC | 0.30% | Add +38.4% | 15,533 | $3.9M |
| Townsend Asset Management Corp. /NC/ | 1.46% | Add +34.6% | 15,039 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Reduce -1.1% | 15,005 | $3.8M |
| Holderness Investments Co. | 0.88% | Reduce -0.8% | 14,992 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.13% | Add +0.3% | 14,732 | $3.7M |
| Tower View Wealth Management LLC | 2.13% | Reduce -2.8% | 14,546 | $3.7M |
| Riversedge Advisors, LLC | 0.81% | Reduce -7.6% | 14,500 | $3.7M |
| Nabity-Jensen Investment Management Inc | 2.85% | Reduce -0.4% | 14,266 | $3.6M |
| Cornerstone Advisory, LLC | 0.42% | Reduce -4.1% | 14,094 | $3.6M |
| Meritage Portfolio Management | 0.24% | Add +1.4% | 14,087 | $3.5M |
| Juncture Wealth Strategies, LLC | 1.37% | Add +2.1% | 13,969 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +48017.2% | 13,954 | $3.5M |
| CENTRAL TRUST Co | 0.09% | Reduce -0.7% | 13,891 | $3.5M |
| Martel Wealth Advisors LLC | 0.68% | Reduce -4.1% | 13,487 | $3.4M |
| Brown Advisory Inc. | 0.00% | Add +23.2% | 13,459 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.34% | Add +2.8% | 13,407 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Add +17.9% | 13,291 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +23.1% | 13,277 | $3.3M |
| Seek First Inc. | 2.96% | — | 13,228 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -3.9% | 13,208 | $3.3M |
| Probity Advisors, Inc. | 0.64% | Reduce -0.4% | 13,153 | $3.3M |
| Trust Point Inc. | 0.30% | Add +5.8% | 13,075 | $3.3M |
| Brown Wealth Management, LLC | 1.13% | Add +24.1% | 13,074 | $3.3M |
| Center for Financial Planning, Inc. | 0.42% | Reduce -2.4% | 12,920 | $3.3M |
| Tandem Financial, LLC | 3.53% | Reduce -0.1% | 12,876 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +18.6% | 12,805 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Add +80.0% | 12,754 | $3.2M |
| Curbstone Financial Management Corp | 0.68% | Reduce -4.8% | 12,726 | $3.2M |
| IFP Advisors, Inc | 0.10% | Add +155.8% | 12,642 | $3.2M |
| Warner Financial, Inc. | 1.41% | Reduce -0.7% | 12,678 | $3.2M |
| Falcon Wealth Planning | 0.35% | Add +40.5% | 12,624 | $3.2M |
| Acropolis Investment Management, LLC | 0.19% | Add +1.1% | 12,590 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.1% | 12,541 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +2.2% | 12,477 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -1.0% | 12,340 | $3.1M |
| TAGStone Capital, Inc. | 1.51% | Add +0.9% | 12,167 | $3.1M |
| Summit Financial, LLC | 0.09% | Add +21.1% | 12,034 | $3.0M |
| Bessemer Group Inc. | 0.01% | Add +14.6% | 11,779 | $3.0M |
| RTD Financial Advisors, Inc. | 0.40% | Add +13.3% | 11,778 | $3.0M |
| SilverOak Wealth Management LLC | 0.63% | No change | 11,645 | $2.9M |
| Brighton Jones LLC | 0.09% | Add +4.2% | 11,624 | $2.9M |
| Alpine Bank Wealth Management | 0.47% | — | 11,614 | $2.9M |
| Trustmark Bank Trust Department | 0.22% | Add +5.5% | 11,581 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.2% | 11,453 | $2.9M |
| Ally Invest Advisors Inc. | 0.25% | Add +10.4% | 11,447 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -1.7% | 11,432 | $2.9M |
| Citizens Financial Group Inc. | 0.06% | Add +218.6% | 11,371 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -2.4% | 11,157 | $2.8M |
| Cranbrook Wealth Management, LLC | 0.65% | Add +1.2% | 11,111 | $2.8M |
| Western Wealth Management, LLC | 0.18% | Reduce -0.8% | 11,056 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +5.4% | 10,919 | $2.7M |
| Valley National Advisers Inc. | 0.49% | Reduce -46.2% | 10,709 | $2.7M |
| Krilogy Financial LLC | 0.17% | New | 10,635 | $2.7M |
| Disciplined Investments, LLC | 1.22% | Reduce -1.9% | 10,591 | $2.7M |
| MSH Capital Advisors LLC | 0.82% | Add +3.0% | 10,574 | $2.7M |
| Financial Counselors Inc. | 0.04% | Add +11.3% | 10,504 | $2.6M |
| Connecticut Wealth Management, LLC | 0.14% | New | 10,492 | $2.6M |
| Tme Financial, Inc. | 2.29% | Add +57.4% | 10,467 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Add +4.2% | 10,392 | $2.6M |
| American Financial & Tax Strategies Inc. | 1.40% | Add +1.7% | 10,353 | $2.6M |
| Invst, LLC | 0.35% | Reduce -84.0% | 10,322 | $2.6M |
| KPP Advisory Services LLC | 0.49% | Add +1.9% | 10,258 | $2.6M |
| San Luis Wealth Advisors LLC | 0.57% | Reduce -20.4% | 9,927 | $2.5M |
| Quadrature Capital Ltd | 0.05% | Add +47.4% | 9,837 | $2.5M |
| Fluent Financial, LLC | 1.08% | Reduce -37.3% | 9,812 | $2.5M |
| TFB Advisors LLC | 0.70% | Reduce -4.5% | 9,619 | $2.4M |
| Matisse Capital | 1.27% | No change | 9,554 | $2.4M |
| Greenwood Capital Associates LLC | 0.32% | Add +17.8% | 9,522 | $2.4M |
| Infinity Wealth Counsel, LLC | 2.59% | Add +3.5% | 9,517 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -3.2% | 9,395 | $2.4M |
| Compass Ion Advisors, LLC | 0.28% | Reduce -0.7% | 9,369 | $2.4M |
| Pillar Financial Advisors, LLC | 1.74% | Reduce -0.8% | 9,258 | $2.3M |
| Shelton Wealth Management, LLC | 1.33% | Reduce -9.9% | 9,236 | $2.3M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -0.8% | 9,053 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +477.2% | 9,021 | $2.3M |
| Aire Advisors, LLC | 0.48% | Reduce -0.4% | 8,972 | $2.3M |
| Fermata Advisors, LLC | 0.41% | Reduce -35.8% | 8,914 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +8.1% | 8,763 | $2.2M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 8,620 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +47.9% | 8,598 | $2.2M |
| Peak Retirement Planning, Inc. | 1.20% | Reduce -19.7% | 8,578 | $2.2M |
| Keybank National Association | 0.01% | Add +1.0% | 8,537 | $2.1M |
| Paces Ferry Wealth Advisors, LLC | 1.07% | Add +9.7% | 8,531 | $2.1M |
| Planning Directions Inc. | 0.92% | Add +437.7% | 8,501 | $2.1M |
| Tritonpoint Wealth, LLC | 0.20% | Add +1.6% | 8,459 | $2.1M |
| Sterling Financial Planning, Inc. | 0.74% | Reduce -1.0% | 8,103 | $2.0M |
| Integrity Wealth Solutions LLC | 1.11% | Add +13.0% | 8,102 | $2.0M |
| GC Wealth Management RIA, LLC | 0.37% | Add +3.5% | 8,057 | $2.0M |
| Aurelius Family Office LLC | 1.02% | New | 7,998 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.5% | 7,807 | $2.0M |
| Simmons Bank | 0.15% | Reduce -2.8% | 7,785 | $2.0M |
| Accel Wealth Management | 0.70% | Add +12.3% | 7,712 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -17.9% | 7,705 | $1.9M |
| Tradition Wealth Management, LLC | 0.17% | Add +1.7% | 7,629 | $1.9M |
| Creekside Partners | 1.00% | Add +0.1% | 7,598 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.3% | 7,590 | $1.9M |
| BTC Capital Management, Inc. | 0.17% | Reduce -0.7% | 7,548 | $1.9M |
| Dentgroup LLC | 1.41% | Reduce -0.1% | 7,495 | $1.9M |
| Insight Advisors, LLC/ PA | 0.33% | Add +1.0% | 7,453 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -39.4% | 7,440 | $1.9M |
| Heritage Wealth Management, Inc. | 1.60% | Add +6.0% | 7,427 | $1.9M |
| Curtis Advisory Group, LLC | 0.55% | Reduce -2.1% | 7,370 | $1.9M |
| StoneX Group Inc. | 0.10% | Reduce -9.2% | 7,343 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +13.6% | 7,322 | $1.8M |
| Argent Trust Co | 0.08% | Reduce -3.2% | 7,321 | $1.8M |
| Moneco Advisors, LLC | 0.19% | Reduce -3.1% | 7,282 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -25.8% | 7,218 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -12.1% | 7,159 | $1.8M |
| Wrenne Financial Planning LLC | 0.95% | Add +1.3% | 7,134 | $1.8M |
| Bokf, NA | 0.03% | Add +1.9% | 7,128 | $1.8M |
| Richardson Financial Services Inc. | 1.36% | Reduce -4.0% | 7,085 | $1.8M |
| Vickerman Investment Advisors, Inc. | 0.40% | Add +9.5% | 7,073 | $1.8M |
| Cooksen Wealth, LLC | 1.80% | Add +16.8% | 6,815 | $1.8M |
| One Charles Private Wealth Services, LLC | 0.57% | Add +0.4% | 7,054 | $1.8M |
| Acorn Financial Advisory Services Inc. | 0.32% | Add +21.3% | 7,014 | $1.8M |
| MAI Capital Management | 0.01% | Add +0.1% | 7,009 | $1.8M |
| Whittier Trust Co. | 0.02% | Reduce -0.3% | 7,000 | $1.8M |
| Opulen Financial Group LLC | 1.60% | Add +1.6% | 6,987 | $1.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.53% | Reduce -19.4% | 6,965 | $1.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.79% | Reduce -0.3% | 6,886 | $1.7M |
| Caprock Group, LLC | 0.05% | Add +97.6% | 6,916 | $1.7M |
| Fortis Capital Advisors, LLC | 0.35% | Add +12.1% | 6,822 | $1.7M |
| Belpointe Asset Management LLC | 0.09% | Add +12.1% | 6,822 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +9.7% | 6,703 | $1.7M |
| Founders Financial Securities LLC | 0.14% | Reduce -0.3% | 6,791 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Add +6.5% | 6,664 | $1.7M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -4.4% | 6,646 | $1.7M |
| Talon Private Wealth, LLC | 0.22% | Reduce -3.6% | 6,564 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.9% | 6,623 | $1.7M |
| Consolidated Portfolio Review Corp | 0.27% | Add +3.2% | 6,586 | $1.7M |
| Milestone Asset Management Group, LLC | 1.47% | Add +3.7% | 6,478 | $1.6M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -7.6% | 6,459 | $1.6M |
| Sovran Advisors, LLC | 0.21% | Add +15.6% | 6,819 | $1.6M |
| Noble Family Wealth, LLC | 0.44% | Reduce -6.3% | 6,397 | $1.6M |
| Grey Ledge Advisors, LLC | 0.42% | Reduce -7.8% | 6,385 | $1.6M |
| Harbour Capital Advisors, LLC | 0.40% | Reduce -2.2% | 6,686 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.4% | 6,290 | $1.6M |
| Mustard Seed Financial, LLC | 1.27% | Add +5.6% | 6,288 | $1.6M |
| Financial Connections Group, Inc. | 0.71% | Add +2.1% | 6,363 | $1.6M |
| Covington Investment Advisors Inc. | 0.24% | Add +1.3% | 6,242 | $1.6M |
| Transcend Capital Advisors, LLC | 0.11% | Add +4.7% | 6,207 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.52% | Add +0.1% | 6,206 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.8% | 6,187 | $1.6M |
| Quadcap Wealth Management, LLC | 0.23% | Reduce -11.2% | 6,170 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.2% | 6,170 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -89.2% | 6,112 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -48.7% | 6,100 | $1.5M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -6.1% | 6,098 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +8.7% | 6,066 | $1.5M |
| Leavell Investment Management, Inc. | 0.08% | Add +6.5% | 6,038 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +7.7% | 6,032 | $1.5M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -2.1% | 6,019 | $1.5M |
| Meridian Financial Advisors, LLC | 1.03% | Add +0.3% | 5,811 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.32% | Add +4.8% | 5,777 | $1.5M |
| Wealthedge Investment Advisors, LLC | 0.65% | Reduce -22.5% | 5,718 | $1.4M |
| Rebalance, LLC | 0.11% | Add +0.2% | 5,708 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 5,683 | $1.4M |
| Sage Mountain Advisors LLC | 0.10% | Reduce -1.8% | 5,638 | $1.4M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -0.1% | 5,598 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +104.3% | 5,538 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.26% | Add +11.2% | 5,535 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -53.5% | 5,477 | $1.4M |
| Sawgrass Asset Management LLC | 0.17% | No change | 5,480 | $1.4M |
| Clark Financial Services Group Inc. | 0.96% | Add +1.3% | 5,479 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.11% | No change | 5,408 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Reduce -3.5% | 5,385 | $1.4M |
| Compton Wealth Advisory Group, LLC | 0.38% | No change | 5,378 | $1.4M |
| Wealth Alliance, LLC | 0.16% | Add +4.6% | 5,317 | $1.3M |
| Stanich Group LLC | 0.99% | Add +2.4% | 5,316 | $1.3M |
| Smithbridge Asset Management Inc. | 0.25% | — | 5,289 | $1.3M |
| Pinnacle Financial Group, LLC / IL | 0.48% | Reduce -0.8% | 5,286 | $1.3M |
| Revisor Wealth Management LLC | 0.59% | Add +50.5% | 5,259 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +4.6% | 5,245 | $1.3M |
| Tranquility Partners, LLC | 0.50% | Add +5.5% | 5,172 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +0.4% | 5,172 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +4.4% | 5,164 | $1.3M |
| Sand Hill Global Advisors, LLC | 0.05% | Add +178.6% | 5,115 | $1.3M |
| Retirement Planning Group, LLC | 0.06% | Reduce -33.3% | 5,080 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -2.5% | 4,980 | $1.3M |
| Aspiriant, LLC | 0.04% | Reduce -8.7% | 4,972 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -21.6% | 4,966 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -10.3% | 5,262 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -52.0% | 4,910 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.44% | Add +2.3% | 4,871 | $1.2M |
| Opus Capital Group, LLC | 0.16% | Reduce -3.6% | 4,863 | $1.2M |
| Uptick Partners, LLC | 0.41% | Add +0.8% | 4,859 | $1.2M |
| Country Club Bank | 0.08% | Add +0.0% | 4,815 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.24% | Add +75.4% | 4,821 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.22% | No change | 11,517 | $1.2M |
| Michels Family Financial, LLC | 1.09% | Add +2.1% | 4,790 | $1.2M |
| Dravo Bay LLC | 0.64% | Reduce -12.9% | 4,770 | $1.2M |
| Kennicott Capital Management LLC | 0.77% | No change | 4,709 | $1.2M |
| CGN Advisors LLC | 0.11% | Reduce -1.3% | 4,651 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.81% | No change | 4,896 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -6.9% | 4,627 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -13.9% | 4,621 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Reduce -0.5% | 4,572 | $1.2M |
| Apriem Advisors | 0.13% | Add +63.3% | 4,569 | $1.2M |
| Sagace Wealth Management LLC | 0.87% | Add +2.1% | 4,543 | $1.1M |
| Royal Fund Management, LLC | 0.14% | Reduce -6.1% | 4,475 | $1.1M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -2.3% | 4,517 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +12.2% | 4,509 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.31% | Add +8.0% | 4,361 | $1.1M |
| Round Rock Advisors LLC | 0.20% | Add +17.1% | 4,351 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +0.1% | 4,349 | $1.1M |
| Goepper Burkhardt LLC | 0.44% | Reduce -13.0% | 4,328 | $1.1M |
| Trust Co | 0.13% | Reduce -2.2% | 4,318 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +200.7% | 4,312 | $1.1M |
| Hartline Investment Corp./ | 0.14% | Reduce -0.6% | 4,306 | $1.1M |
| Diversified Trust Co. | 0.03% | No change | 4,305 | $1.1M |
| GTS Securities LLC | 0.05% | New | 4,295 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.6% | 4,292 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +0.5% | 3,947 | $1.1M |
| Bay Capital Advisors, LLC | 0.90% | Reduce -9.9% | 4,286 | $1.1M |
| City Holding Co. | 0.15% | Add +1.5% | 4,269 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.16% | Add +3.6% | 4,260 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Add +2.4% | 4,227 | $1.1M |
| United Bank | 0.13% | Reduce -0.6% | 4,205 | $1.1M |
| Willner & Heller, LLC | 0.97% | Add +0.2% | 4,173 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -13.9% | 4,160 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -1.0% | 4,246 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +2.1% | 4,147 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +61.9% | 4,131 | $1.0M |
| Investmark Advisory Group LLC | 0.51% | Reduce -13.9% | 4,114 | $1.0M |
| Diversified Enterprises, LLC | 0.09% | Add +182.3% | 4,111 | $1.0M |
| PFG Advisors | 0.06% | Add +3.1% | 4,084 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Add +18.1% | 4,039 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +4.3% | 4,021 | $1.0M |
| Norden Group LLC | 0.12% | New | 4,000 | $1.0M |
| Truepoint, Inc. | 0.03% | Reduce -40.1% | 3,989 | $1.0M |
| Macroview Investment Management LLC | 0.95% | Add +28.1% | 3,987 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.4% | 3,983 | $1.0M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -22.2% | 3,945 | $993K |
| First United Bank & Trust | 0.37% | Reduce -4.0% | 3,902 | $982K |
| Sowell Financial Services LLC | 0.04% | New | 3,901 | $982K |
| Farther Finance Advisors, LLC | 0.03% | Add +160.5% | 3,879 | $981K |
| Bank of Hawaii | 0.06% | No change | 3,866 | $973K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -28.0% | 3,864 | $973K |
| Evergreen Wealth Management, LLC | 0.58% | Reduce -64.9% | 3,844 | $968K |
| Independent Wealth Network Inc. | 0.39% | Add +7.2% | 3,836 | $966K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -1.1% | 3,835 | $966K |
| Nemes Rush Group LLC | 0.12% | Reduce -1.6% | 3,825 | $963K |
| Stonebridge Financial Planning Group, LLC | 0.44% | Add +8.2% | 3,809 | $959K |
| Intergy Private Wealth, LLC | 0.36% | Add +1.8% | 3,801 | $957K |
| Washington Trust Advisors, Inc. | 0.08% | Add +3.4% | 3,785 | $953K |
| Strategic Financial Partners, Ltd. | 0.50% | Reduce -0.9% | 3,780 | $952K |
| Transatlantique Private Wealth LLC | 0.38% | Reduce -25.6% | 3,756 | $946K |
| Mayfair Advisory Group, LLC | 0.55% | Add +0.9% | 3,755 | $945K |
| Capital Planning LLC | 0.26% | Reduce -3.8% | 3,747 | $943K |
| AMG National Trust Bank | 0.03% | Add +41.3% | 3,738 | $941K |
| Sunburst Financial Group, LLC | 0.23% | Reduce -0.1% | 3,711 | $934K |
| Canvas Wealth Advisors, LLC | 0.24% | Reduce -2.9% | 3,945 | $931K |
| SFG Wealth Management, LLC. | 0.45% | New | 3,692 | $930K |
| MidAtlantic Capital Management, Inc. | 0.73% | No change | 3,684 | $928K |
| Battery Global Advisors, LLC | 0.52% | No change | 3,680 | $927K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -2.2% | 3,672 | $925K |
| Topel & Distasi Wealth Management, LLC | 0.43% | Reduce -17.6% | 3,654 | $920K |
| Center For Asset Management LLC | 0.56% | Reduce -23.5% | 3,610 | $909K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -14.4% | 3,599 | $906K |
| Wedmont Private Capital | 0.05% | Reduce -4.5% | 3,821 | $902K |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 3,582 | $902K |
| Atlantic Family Wealth, LLC | 0.83% | Add +6.8% | 3,580 | $901K |
| PKS Advisory Services, LLC | 0.24% | Add +8.8% | 3,551 | $894K |
| Signet Financial Management, LLC | 0.12% | Reduce -19.3% | 3,535 | $890K |
| Verity Asset Management, Inc. | 0.36% | New | 3,524 | $888K |
| McClarren Financial Advisors, Inc. | 0.59% | New | 3,496 | $887K |
| SFI Advisors, LLC | 0.66% | Reduce -57.8% | 3,520 | $886K |
| BSW Wealth Partners | 0.13% | Add +3.1% | 3,505 | $883K |
| Mutual Advisors, LLC | 0.03% | Add +62.7% | 3,545 | $875K |
| Fiduciary Trust Co | 0.01% | Add +62.8% | 3,464 | $872K |
| Accretive Wealth Partners, LLC | 0.31% | Add +1.4% | 3,439 | $869K |
| St. Louis Trust Co | 0.13% | No change | 3,450 | $869K |
| Centaurus Financial, Inc. | 0.05% | Add +12.5% | 3,445 | $867K |
| CoreCap Advisors, LLC | 0.04% | Add +68.4% | 3,441 | $866K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.6% | 3,434 | $865K |
| ERn Financial, LLC | 0.14% | Add +0.9% | 3,433 | $864K |
| NorthStar Asset Management LLC | 0.54% | Reduce -1.7% | 3,422 | $861K |
| Blue Trust, Inc. | 0.01% | Reduce -3.8% | 3,377 | $850K |
| Novak & Powell Financial Services, Inc. | 0.53% | Reduce -6.5% | 3,375 | $850K |
| Lido Advisors, LLC | 0.01% | Add +1.5% | 3,329 | $838K |
| Legacy Edge Advisors, LLC | 0.13% | No change | 3,311 | $834K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -57.2% | 3,307 | $833K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -3.3% | 3,279 | $825K |
| Duncan Williams Asset Management, LLC | 0.29% | No change | 3,236 | $815K |
| NewEdge Wealth, LLC | 0.01% | Add +0.5% | 3,209 | $808K |
| Carnegie Investment Counsel | 0.02% | Add +4.1% | 3,549 | $802K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.8% | 3,103 | $781K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.8% | 3,103 | $781K |
| Shoker Investment Counsel, Inc. | 0.26% | Add +0.5% | 3,099 | $780K |
| Gryphon Financial Partners LLC | 0.12% | Add +0.0% | 3,087 | $777K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.1% | 3,061 | $771K |
| Davis R M Inc. | 0.02% | Reduce -6.9% | 3,059 | $770K |
| Wrapmanager Inc. | 0.20% | Reduce -0.1% | 3,050 | $768K |
| Lindbrook Capital, LLC | 0.07% | No change | 3,045 | $767K |
| Ironwood Financial, llc | 0.16% | Add +23.5% | 3,025 | $762K |
| BKM Wealth Management, LLC | 0.31% | Add +10.6% | 3,024 | $761K |
| WealthShield Partners, LLC | 0.10% | Add +0.7% | 3,018 | $760K |
| BCS Wealth Management | 0.19% | Reduce -3.0% | 2,992 | $753K |
| MIdWestOne Financial Group, Inc. | 0.11% | Reduce -14.3% | 2,982 | $751K |
| Martin Worley Group | 0.43% | Add +23.4% | 2,976 | $749K |
| Friday Financial | 0.45% | Reduce -9.7% | 2,899 | $746K |
| Glass Jacobson Investment Advisors llc | 0.24% | No change | 2,657 | $744K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +66.1% | 2,952 | $743K |
| Portside Wealth Group, LLC | 0.12% | Add +133.1% | 2,937 | $739K |
| Evermay Wealth Management LLC | 0.10% | Reduce -0.8% | 2,913 | $733K |
| Busey Bank | 0.02% | No change | 2,891 | $728K |
| Compass Financial Group, INC | 0.14% | Reduce -0.8% | 2,885 | $727K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -90.2% | 2,885 | $726K |
| IFG Advisors, LLC | 0.14% | No change | 2,877 | $724K |
| GEN Financial Management, INC. | 0.49% | Reduce -2.0% | 2,870 | $723K |
| Parkside Financial Bank & Trust | 0.09% | Add +20.3% | 2,849 | $717K |
| Carl P. Sherr & Co., LLC | 0.39% | Reduce -0.6% | 2,849 | $717K |
| Financial Alternatives, Inc | 0.51% | No change | 2,843 | $716K |
| FSA Advisors, Inc. | 0.56% | Add +2.3% | 2,816 | $709K |
| Goodwin Investment Advisory | 1.09% | Reduce -65.0% | 2,800 | $705K |
| Family Firm, Inc. | 0.16% | Add +0.4% | 2,766 | $696K |
| William Mack & Associates, Inc. | 0.60% | Reduce -8.4% | 2,761 | $695K |
| Waller Financial Planning Group, Inc. | 0.19% | Reduce -3.1% | 2,747 | $692K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.0% | 2,746 | $691K |
| O'ROURKE & COMPANY, Inc | 0.34% | Add +9.8% | 2,743 | $691K |
| Nalls Sherbakoff Group, LLC | 0.56% | — | 2,722 | $685K |
| TD Private Client Wealth LLC | 0.02% | Reduce -70.8% | 2,713 | $683K |
| First International Bank & Trust | 0.21% | Reduce -20.6% | 2,676 | $674K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -80.2% | 2,676 | $674K |
| QRG Capital Management, Inc. | 0.01% | Reduce -10.4% | 2,674 | $673K |
| Asset Dedication, LLC | 0.05% | No change | 2,674 | $673K |
| BLB&B Advisors, LLC | 0.03% | Add +0.8% | 2,661 | $670K |
| Ascentis Independent Advisors | 0.13% | Add +10.2% | 2,650 | $667K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +0.1% | 2,639 | $665K |
| Windward Private Wealth Management Inc. | 0.26% | Reduce -11.1% | 2,632 | $663K |
| Kure Advisory, LLC | 0.50% | — | 2,617 | $659K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -8.3% | 2,591 | $652K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -1.5% | 2,617 | $652K |
| Fourth Dimension Wealth, LLC | 0.32% | Reduce -0.5% | 2,589 | $652K |
| Integrated Capital Management, LLC | 0.36% | Reduce -11.0% | 2,581 | $650K |
| Tsfg, LLC | 0.13% | No change | 2,583 | $650K |
| Keyvantage Wealth, LLC | 0.32% | Add +0.1% | 2,575 | $648K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.2% | 2,571 | $647K |
| Steph & Co. | 0.23% | Add +0.9% | 2,564 | $646K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $645K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -0.1% | 2,552 | $643K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -3.6% | 2,552 | $642K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.2% | 2,533 | $638K |
| 4WEALTH Advisors, Inc. | 0.70% | Add +14.2% | 2,528 | $636K |
| Lane & Associates LLC | 0.34% | Add +2.4% | 2,519 | $634K |
| Hoge Financial Services, LLC | 0.44% | Add +5.1% | 2,514 | $633K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -2.8% | 2,509 | $632K |
| Keystone Financial Services, LLC | 0.53% | Add +32.3% | 2,508 | $632K |
| Arete Wealth Advisors, LLC | 0.05% | Add +3.8% | 2,498 | $629K |
| Houlihan Financial Resource Group, Ltd. | 0.28% | Reduce -9.5% | 2,496 | $628K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.6% | 2,470 | $622K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -32.8% | 2,468 | $621K |
| Everstar Asset Management, LLC | 0.41% | Reduce -31.7% | 2,455 | $618K |
| Glenview Trust Co | 0.01% | No change | 2,453 | $618K |
| Ballentine Partners, LLC | 0.01% | No change | 2,440 | $614K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.7% | 2,422 | $610K |
| Principle Wealth Partners LLC | 0.04% | Reduce -1.2% | 2,411 | $607K |
| ProVise Management Group, LLC | 0.05% | Reduce -1.1% | 2,408 | $606K |
| Aspen Grove Capital, LLC | 0.12% | No change | 2,388 | $601K |
| Magnus Financial Group LLC | 0.06% | Add +0.2% | 2,385 | $600K |
| Wisconsin Wealth Advisors, LLC | 0.86% | Reduce -2.5% | 2,385 | $600K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -23.8% | 2,383 | $600K |
| Solutions 4 Wealth, Ltd | 1.05% | Add +0.1% | 2,374 | $598K |
| Ground Swell Capital, LLC | 1.40% | New | 2,373 | $597K |
| Evergreen Capital Management LLC | 0.02% | Reduce -8.7% | 2,366 | $596K |
| Aviso Wealth Management | 0.31% | Reduce -5.8% | 2,335 | $588K |
| SBI Securities Co., Ltd. | 0.02% | Add +25.0% | 2,330 | $587K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +3.4% | 2,298 | $578K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +5.2% | 2,281 | $574K |
| Coordinated Financial Services, Inc. | 0.44% | — | 2,265 | $570K |
| Fiducient Advisors LLC | 0.07% | Add +3.3% | 2,246 | $566K |
| Key Financial Inc | 0.12% | Reduce -2.1% | 2,246 | $565K |
| Athena Investment Management | 0.34% | Add +1.7% | 2,237 | $563K |
| Nwam LLC | 0.05% | Add +0.7% | 2,228 | $561K |
| Fingerlakes Wealth Management, Inc. | 0.48% | Reduce -1.6% | 2,224 | $560K |
| Choate Investment Advisors | 0.01% | Add +50.9% | 2,224 | $560K |
| Apeiron RIA LLC | 0.17% | Add +0.5% | 2,220 | $559K |
| Bell Bank | 0.03% | No change | 2,187 | $551K |
| NCP Inc. | 0.72% | Add +14.3% | 2,132 | $537K |
| Northeast Investment Management | 0.02% | No change | 2,115 | $532K |
| Pacific Sun Financial Corp | 0.30% | Add +0.5% | 2,114 | $532K |
| Fusion Capital, LLC | 0.20% | Add +0.1% | 2,099 | $529K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 2,088 | $526K |
| Lee Danner & Bass Inc. | 0.04% | No change | 2,076 | $523K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,067 | $520K |
| Rinkey Investments | 0.16% | No change | 2,066 | $520K |
| Regal Investment Advisors LLC | 0.04% | Reduce -13.9% | 2,062 | $519K |
| Smartleaf Asset Management LLC | 0.05% | Add +92.6% | 2,042 | $517K |
| Smithfield Trust Co | 0.03% | Add +3.4% | 2,053 | $514K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -4.7% | 2,038 | $513K |
| Carolinas Wealth Consulting LLC | 0.11% | Reduce -6.2% | 2,038 | $513K |
| Orin Green Financial, LLC | 0.24% | New | 2,224 | $512K |
| Plancorp, LLC | 0.02% | No change | 2,023 | $509K |
| Fairman Group, LLC | 0.46% | Add +0.1% | 1,803 | $504K |
| SlateStone Wealth, LLC | 0.05% | No change | 2,002 | $504K |
| 1776 Wealth LLC | 0.23% | No change | 1,998 | $503K |
| American National Bank & Trust | 0.06% | Add +25.7% | 1,993 | $502K |
| Genesis Private Wealth, LLC | 0.27% | Add +3.9% | 1,988 | $500K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.5% | 1,987 | $500K |
| CCG Wealth Management, LLC | 0.30% | Reduce -0.1% | 1,980 | $499K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.1% | 1,972 | $496K |
| Anchor Investment Management, LLC | 0.05% | Add +2.7% | 1,972 | $496K |
| Ellevest, Inc. | 0.03% | Add +8.9% | 1,970 | $496K |
| Beacon Financial Advisory LLC | 0.15% | Add +6.6% | 1,966 | $495K |
| Principal Securities, Inc. | 0.01% | No change | 1,755 | $492K |
| Wheelhouse Advisory Group LLC | 0.28% | Reduce -4.5% | 1,947 | $490K |
| BIP Wealth, LLC | 0.03% | Add +25.4% | 1,946 | $490K |
| Hexagon Capital Partners LLC | 0.09% | Add +0.3% | 1,917 | $483K |
| RKL Wealth Management LLC | 0.05% | No change | 1,915 | $482K |
| Brady Martz Wealth Solutions, LLC | 0.11% | No change | 1,911 | $481K |
| Pure Financial Advisors, LLC | 0.01% | Add +15.0% | 1,911 | $481K |
| Eagle Strategies LLC | 0.08% | Add +91.6% | 1,906 | $480K |
| Ritholtz Wealth Management | 0.01% | Add +1.5% | 1,895 | $477K |
| Resolute Advisors LLC | 0.14% | Add +0.2% | 1,888 | $475K |
| Taylor Financial Group, Inc. | 0.33% | Add +0.6% | 1,886 | $475K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -0.8% | 1,883 | $474K |
| Quantum Portfolio Management LLC | 0.24% | Reduce -9.2% | 1,875 | $472K |
| Financial Freedom, LLC | 0.27% | Add +0.1% | 1,873 | $472K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 1,870 | $471K |
| GWN Securities Inc. | 0.03% | Add +108.1% | 1,854 | $469K |
| Cherrydale Wealth Management, LLC | 0.19% | Add +0.2% | 1,861 | $468K |
| Dahring | Cusmano LLC | 0.40% | Add +100.9% | 1,860 | $468K |
| Strategic Investment Solutions, Inc. | 0.14% | Add +146.0% | 1,850 | $466K |
| Marcum Wealth, LLC | 0.04% | Reduce -2.3% | 1,846 | $465K |
| Axis Wealth Partners, LLC | 0.34% | Reduce -5.0% | 1,845 | $464K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 1,844 | $464K |
| MWA Asset Management | 0.32% | Add +6.3% | 1,841 | $464K |
| Shepherd Financial Partners LLC | 0.05% | No change | 1,841 | $464K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.4% | 1,841 | $463K |
| Kaizen Financial Strategies | 0.27% | Reduce -6.9% | 1,829 | $461K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +1.9% | 1,813 | $456K |
| Asset Allocation Strategies LLC | 0.11% | Add +9.3% | 1,803 | $454K |
| Petix & Botte Co | 0.12% | No change | 1,792 | $451K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,786 | $450K |
| Jacobi Capital Management LLC | 0.03% | Add +1.4% | 1,785 | $449K |
| World Equity Group, Inc. | 0.13% | Reduce -52.0% | 1,784 | $449K |
| Silverlake Wealth Management LLC | 0.17% | Add +19.9% | 1,775 | $447K |
| IFG Advisory, LLC | 0.02% | Reduce -1.1% | 1,760 | $443K |
| Prospect Financial Services LLC | 0.24% | No change | 1,755 | $442K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +98.8% | 1,753 | $441K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 1,749 | $440K |
| G2 Capital Management, LLC / Oh | 0.13% | Reduce -78.7% | 1,740 | $438K |
| McGuire Investment Group, LLC | 0.06% | Add +5.8% | 1,733 | $436K |
| Delta Financial Group, Inc. | 0.10% | Add +2.8% | 1,642 | $436K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -1.3% | 1,724 | $434K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -13.1% | 1,723 | $434K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Reduce -3.5% | 1,720 | $433K |
| WoodTrust Financial Corp | 0.06% | Add +8.9% | 1,712 | $431K |
| Financial Insights, Inc. | 0.17% | Add +0.1% | 1,706 | $429K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | Add +0.1% | 1,694 | $427K |
| Unconventional Investor, LLC | 0.25% | Add +0.1% | 1,692 | $426K |
| Stevens Capital Partners | 0.20% | Add +74.6% | 1,676 | $422K |
| Apella Capital, LLC | 0.01% | Reduce -7.2% | 1,729 | $420K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.9% | 1,666 | $419K |
| InvesTrust | 0.11% | Add +6.4% | 1,662 | $418K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | No change | 1,655 | $417K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 1,650 | $416K |
| BIP Alliance, LLC | 0.18% | Add +0.1% | 1,645 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,629 | $410K |
| First Financial Corp. | 0.20% | Reduce -4.7% | 1,627 | $410K |
| Kovack Advisors, Inc. | 0.04% | Reduce -5.3% | 1,622 | $408K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -2.9% | 1,755 | $408K |
| Provident Wealth Management, LLC | 0.14% | No change | 1,620 | $408K |
| Caldwell Trust Co | 0.04% | Add +1.7% | 1,619 | $408K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -15.6% | 1,619 | $408K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 1,582 | $398K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +4.5% | 1,581 | $398K |
| Hemington Wealth Management | 0.06% | Reduce -15.0% | 1,581 | $398K |
| Finward Bancorp | 0.34% | Add +1.7% | 1,576 | $397K |
| K2 Financial Inc. | 0.39% | Reduce -7.1% | 1,719 | $396K |
| Venturi Wealth Management, LLC | 0.02% | Add +137.5% | 1,572 | $396K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -1.8% | 1,567 | $395K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -6.2% | 1,567 | $395K |
| SOL Capital Management CO | 0.04% | No change | 1,564 | $394K |
| United Advisor Group, LLC | 0.08% | Add +27.5% | 1,542 | $388K |
| Northwest Financial Advisors | 0.32% | Add +0.2% | 1,527 | $384K |
| LongView Wealth Management | 0.12% | Add +8.1% | 1,523 | $384K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -3.1% | 1,519 | $382K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 1,517 | $382K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,510 | $380K |
| Bowman & Co S.C. | 0.19% | Add +5.0% | 1,505 | $379K |
| Mgo One Seven LLC | 0.01% | Reduce -3.7% | 1,502 | $378K |
| Headland Capital, LLC | 0.13% | No change | 1,497 | $377K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 1,496 | $377K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +4.3% | 1,491 | $375K |
| PGIM Custom Harvest LLC | 0.01% | Add +7.6% | 1,483 | $373K |
| Wedbush Securities Inc. | 0.01% | Reduce -41.6% | 1,480 | $373K |
| Ewa, LLC | 0.14% | Reduce -5.5% | 1,477 | $372K |
| Sapient Capital LLC | 0.01% | Add +0.4% | 1,474 | $371K |
| Bravias Capital Group, LLC | 0.30% | Add +5.1% | 1,473 | $371K |
| S.A. Mason LLC | 0.19% | No change | 1,444 | $364K |
| Signaturefd, LLC | 0.01% | Add +45.5% | 1,438 | $362K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,433 | $361K |
| Advisor Resource Council | 0.03% | New | 1,420 | $358K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +81.4% | 1,404 | $353K |
| Richmond Investment Services, LLC | 0.19% | Add +4.4% | 1,394 | $351K |
| Sensible Money, LLC | 0.15% | No change | 1,394 | $351K |
| Agate Pass Investment Management, LLC | 0.15% | No change | 1,378 | $347K |
| Bogart Wealth, LLC | 0.02% | Reduce -0.4% | 1,375 | $346K |
| Garden State Investment Advisory Services LLC | 0.11% | No change | 1,368 | $344K |
| Sigma Planning Corp | 0.01% | Reduce -27.7% | 1,365 | $344K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.1% | 1,356 | $341K |
| JFS Wealth Advisors, LLC | 0.02% | Add +246.2% | 1,350 | $340K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $340K |
| HSBC Holdings PLC | 0.00% | Reduce -8.4% | 1,348 | $339K |
| LGL Partners, LLC | 0.16% | Reduce -65.9% | 1,348 | $339K |
| Segment Wealth Management, LLC | 0.02% | Add +3.5% | 1,340 | $337K |
| Binnacle Investments Inc | 0.25% | — | 1,338 | $337K |
| New Insight Wealth Advisors | 0.15% | Reduce -25.6% | 1,336 | $336K |
| NavPoint Financial, Inc. | 0.24% | Add +0.1% | 1,332 | $335K |
| Passive Capital Management, LLC. | 0.11% | New | 1,330 | $335K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +92.9% | 1,329 | $335K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -2.1% | 1,325 | $334K |
| Good Life Advisors, LLC | 0.02% | Reduce -30.8% | 1,322 | $333K |
| Grove Street Fiduciary, LLC | 0.17% | No change | 1,319 | $332K |
| Wells Financial Advisors INC | 0.46% | No change | 1,316 | $331K |
| Zions Bancorporation, National Association | 0.02% | — | 1,314 | $331K |
| Freestone Capital Holdings, LLC | 0.01% | Add +43.6% | 1,313 | $330K |
| Spire Wealth Management | 0.01% | Reduce -48.4% | 1,310 | $330K |
| Florida Financial Advisors, LLC | 0.13% | Reduce -28.4% | 1,309 | $330K |
| NorthRock Partners, LLC | 0.01% | Add +1.2% | 1,295 | $326K |
| J Hagan Capital, Inc. | 0.26% | — | 1,163 | $326K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -2.5% | 1,293 | $326K |
| Gen-Wealth Partners Inc | 0.14% | Add +0.6% | 1,285 | $323K |
| Compass Capital Corp. /Ma/ | 0.17% | Reduce -44.8% | 1,384 | $323K |
| Jeppson Wealth Management, LLC | 0.12% | Add +0.1% | 1,282 | $323K |
| Copia Wealth Management | 0.30% | Add +7.7% | 1,281 | $323K |
| Wambolt & Associates, LLC | 0.11% | Reduce -3.6% | 1,265 | $320K |
| Forefront Wealth Partners, LLC | 0.22% | Reduce -0.6% | 1,269 | $319K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,266 | $319K |
| Coppell Advisory Solutions LLC | 0.04% | Add +2.3% | 1,270 | $316K |
| Oldfather Financial Services, LLC | 0.12% | Add +37.3% | 1,255 | $316K |
| Davis Investment Partners, LLC | 0.14% | No change | 1,325 | $316K |
| Continuum Advisory, LLC | 0.04% | Reduce -7.6% | 1,248 | $314K |
| Horizon Bancorp Inc. | 0.18% | Reduce -78.5% | 1,249 | $314K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $313K |
| Wealthspan Partners, LLC | 0.14% | Reduce -1.8% | 1,236 | $311K |
| Smith, Moore & Co. | 0.03% | Add +14.4% | 1,223 | $308K |
| WealthTrak Capital Management LLC | 0.26% | Reduce -5.2% | 1,221 | $307K |
| Trilogy Capital Inc. | 0.02% | Reduce -22.0% | 1,213 | $305K |
| MAS Advisors LLC | 0.47% | Reduce -15.8% | 1,204 | $303K |
| Wealth Preservation Advisors, LLC | 0.22% | — | 1,198 | $302K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 1,193 | $300K |
| American Money Management, LLC | 0.06% | Reduce -3.3% | 1,192 | $300K |
| American Investment Services, Inc. | 0.05% | No change | 1,187 | $299K |
| Keebeck Wealth Management | 0.04% | Add +2.4% | 1,186 | $299K |
| Courier Capital LLC | 0.02% | Add +19.7% | 1,185 | $298K |
| WBH Advisory Inc. | 0.03% | Add +0.9% | 1,183 | $298K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.2% | 1,182 | $298K |
| Graney & King, LLC | 0.22% | No change | 1,161 | $292K |
| Golden State Wealth Management, LLC | 0.04% | Add +23.1% | 1,153 | $290K |
| Verus Financial Partners, Inc. | 0.03% | No change | 1,217 | $290K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.8% | 1,147 | $289K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -3.7% | 1,141 | $287K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,133 | $285K |
| Marino, Stram & Associates LLC | 0.06% | Add +0.1% | 1,125 | $283K |
| Axim Planning & Wealth | 0.25% | Add +4.2% | 1,124 | $283K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $283K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.1% | 1,116 | $281K |
| Kropog Financial Group, LLC | 0.27% | Reduce -0.5% | 1,114 | $280K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -5.2% | 1,131 | $279K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -2.2% | 1,105 | $278K |
| ARK & TLK Investments, LLC | 0.10% | Add +0.1% | 1,099 | $277K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.1% | 1,095 | $276K |
| Crescent Grove Advisors, LLC | 0.03% | Add +24.4% | 1,095 | $276K |
| Sightline Wealth Advisors, LLC | 0.15% | Reduce -0.3% | 1,094 | $275K |
| IPG Investment Advisors LLC | 0.06% | New | 1,091 | $275K |
| PDS Planning, Inc | 0.02% | Reduce -0.1% | 1,087 | $274K |
| M.E. Allison & Co., Inc. | 0.27% | No change | 1,086 | $273K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 1,086 | $273K |
| Headinvest, LLC | 0.05% | No change | 1,086 | $273K |
| AQR Capital Management | 0.00% | New | 1,083 | $273K |
| Chapin Davis, Inc. | 0.09% | Reduce -4.9% | 1,078 | $271K |
| Pennington Partners & Co., LLC | 0.15% | New | 1,071 | $270K |
| N.E.W. Advisory Services LLC | 0.02% | Add +8.7% | 1,062 | $267K |
| PFG Investments, LLC | 0.02% | Add +4.5% | 1,050 | $264K |
| Burney Co./ | 0.01% | Reduce -18.9% | 1,050 | $264K |
| Apollon Financial, LLC | 0.06% | Reduce -12.6% | 1,043 | $263K |
| PAX Financial Group, LLC | 0.05% | Reduce -5.4% | 1,042 | $262K |
| PUREfi Wealth, LLC | 0.26% | Reduce -5.3% | 1,039 | $262K |
| TFG Advisers LLC | 0.09% | Add +0.1% | 1,033 | $260K |
| Private Trust Co. NA | 0.03% | Reduce -19.6% | 1,022 | $257K |
| Stewardship Advisors, LLC | 0.07% | Add +16.1% | 1,017 | $256K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,017 | $256K |
| Soltis Investment Advisors LLC | 0.02% | Add +1.3% | 1,009 | $254K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -88.7% | 1,007 | $253K |
| Financial Perspectives, Inc | 0.09% | Add +17.7% | 1,005 | $253K |
| AlphaCore Capital LLC | 0.02% | New | 999 | $252K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 996 | $251K |
| Klingman & Associates, LLC | 0.02% | Reduce -3.4% | 993 | $250K |
| Carr Financial Group Corp | 0.08% | Add +0.2% | 988 | $249K |
| Meeder Advisory Services, Inc. | 0.01% | New | 976 | $246K |
| Net Worth Advisory Group | 0.08% | Add +1.9% | 973 | $245K |
| Strategic Financial Concepts, LLC | 0.05% | No change | 972 | $245K |
| Alexander Labrunerie & Co., Inc. | 0.11% | Add +6.7% | 972 | $245K |
| Spinnaker Trust | 0.02% | Reduce -4.8% | 966 | $243K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.3% | 961 | $242K |
| LWM Advisors Inc. | 0.29% | Add +16.7% | 942 | $242K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -29.0% | 958 | $241K |
| Wealth Group, Ltd. | 0.16% | Add +20.6% | 958 | $241K |
| Ti-Trust, Inc. | 0.16% | No change | 954 | $240K |
| Sutton Place Investors LLC | 0.16% | No change | 947 | $238K |
| Convergence Financial, LLC | 0.05% | Reduce -0.5% | 936 | $236K |
| Farmers National Bank | 0.07% | Reduce -1.9% | 935 | $235K |
| Edge Financial Advisors LLC | 0.15% | Reduce -0.4% | 934 | $235K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -34.0% | 932 | $235K |
| Greenleaf Trust | 0.00% | Reduce -3.6% | 926 | $233K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $232K |
| Integral Investment Advisors, Inc. | 0.07% | Add +14.1% | 920 | $232K |
| Sage Financial Management Group, Inc. | 0.08% | No change | 919 | $231K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 912 | $230K |
| LaFleur & Godfrey LLC | 0.03% | Add +0.1% | 909 | $229K |
| Elyxium Wealth, LLC | 0.10% | Reduce -25.0% | 907 | $228K |
| Argent Advisors, Inc. | 0.08% | Add +9.0% | 905 | $228K |
| Vident Advisory, LLC | 0.00% | Reduce -43.2% | 899 | $226K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $224K |
| Von Berge Wealth Management Group, LLC | 0.14% | Reduce -0.8% | 901 | $222K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -17.6% | 881 | $222K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Reduce -6.6% | 890 | $221K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -7.7% | 876 | $220K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | New | 875 | $220K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $218K |
| Dearborn Partners LLC | 0.01% | Reduce -2.9% | 861 | $217K |
| Wealth Management Nebraska | 0.03% | No change | 769 | $215K |
| Parsons Capital Management Inc. | 0.01% | Reduce -5.5% | 855 | $215K |
| Apexium Financial, LP | 0.01% | Reduce -1.7% | 852 | $215K |
| Whipplewood Advisors, LLC | 0.13% | Reduce -93.9% | 52 | $214K |
| Essex Financial Services, Inc. | 0.02% | Add +1.1% | 848 | $213K |
| Investment Advisory Group, LLC | 0.07% | Add +17.9% | 844 | $213K |
| Western Financial Corp | 0.12% | No change | 843 | $212K |
| SageView Advisory Group, LLC | 0.01% | Add +4.7% | 830 | $209K |
| Linscomb Wealth, Inc. | 0.01% | No change | 829 | $209K |
| WPG Advisers, LLC | 0.19% | Add +1.1% | 826 | $208K |
| Diversify Wealth Management, LLC | 0.02% | Add +8.3% | 835 | $208K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 825 | $208K |
| Rossmore Private Capital | 0.03% | Reduce -2.2% | 817 | $206K |
| Winthrop Advisory Group LLC | 0.02% | No change | 811 | $204K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 810 | $204K |
| International Assets Investment Management, LLC | 0.02% | Add +0.8% | 809 | $204K |
| HM Payson & Co. | 0.00% | No change | 808 | $203K |
| Horizon Investment Services, LLC | 0.10% | Reduce -1.5% | 808 | $203K |
| New England Private Wealth Advisors LLC | 0.03% | Add +2.8% | 801 | $202K |
| Vigilare Wealth Management | 0.08% | No change | 800 | $201K |
| Inman Jager Wealth Management, LLC | 0.15% | New | 796 | $200K |
| Hurley Capital, LLC | 0.15% | Add +0.1% | 793 | $200K |
| Angeles Wealth Management, LLC | 0.02% | No change | 792 | $199K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 774 | $195K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.7% | 768 | $193K |
| BNP Paribas Financial Markets | 0.00% | Add +16.7% | 767 | $193K |
| Milestone Investment Advisors LLC | 0.05% | No change | 741 | $187K |
| Holos Integrated Wealth LLC | 0.12% | No change | 711 | $179K |
| Synergy Investment Management, LLC | 0.07% | Reduce -7.5% | 705 | $177K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 689 | $173K |
| Colonial Trust Co / SC | 0.03% | Add +23.6% | 676 | $170K |
| VSM Wealth Advisory, LLC | 0.06% | Add +0.1% | 656 | $165K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 654 | $164K |
| Sierra Ocean, LLC | 0.12% | No change | 625 | $157K |
| Ameriflex Group, Inc. | 0.06% | Reduce -27.6% | 619 | $156K |
| Proffitt & Goodson Inc. | 0.03% | No change | 609 | $153K |
| New Millennium Group LLC | 0.10% | Reduce -0.8% | 608 | $153K |
| First Pacific Financial | 0.03% | Reduce -3.4% | 603 | $152K |
| TFC Financial Management, Inc. | 0.02% | Add +4.5% | 554 | $139K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Reduce -31.0% | 542 | $136K |
| Fairscale Capital, LLC | 0.12% | Add +9.8% | 540 | $136K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.8% | 501 | $126K |
| West Oak Capital, LLC | 0.07% | No change | 490 | $123K |
| Opal Wealth Advisors, LLC | 0.04% | New | 489 | $123K |
| BlackRock, Inc. | 0.00% | Add +178.3% | 487 | $123K |
| Iron Horse Wealth Management, LLC | 0.04% | No change | 485 | $122K |
| Independence Bank of Kentucky | 0.02% | No change | 463 | $117K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.23% | No change | 462 | $116K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $112K |
| Colony Family Offices, LLC | 0.03% | Add +13.9% | 443 | $112K |
| Rothschild Investment LLC | 0.01% | No change | 441 | $111K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.2% | 441 | $111K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 394 | $110K |
| Old Second National Bank of Aurora | 0.03% | No change | 425 | $107K |
| Logan Capital Management Inc. | 0.00% | Reduce -21.6% | 417 | $105K |
| Concord Wealth Partners | 0.02% | No change | 407 | $102K |
| Sandy Spring Bank | 0.00% | Reduce -3.6% | 406 | $102K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $101K |
| North Ridge Wealth Advisors, Inc. | 0.07% | New | 400 | $101K |
| IMG Wealth Management, Inc. | 0.09% | No change | 399 | $100K |
| Register Financial Advisors LLC | 0.05% | Add +0.3% | 396 | $100K |
| Ancora Advisors LLC | 0.00% | Reduce -57.9% | 392 | $99K |
| Cloud Capital Management, LLC | 0.07% | — | 389 | $98K |
| Godsey & Gibb, Inc. | 0.01% | No change | 385 | $97K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $95K |
| ORG Partners LLC | 0.02% | Add +1.1% | 377 | $95K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 371 | $93K |
| Vermillion Wealth Management, Inc. | 0.03% | No change | 371 | $93K |
| Legacy Bridge, LLC | 0.05% | No change | 350 | $88K |
| Marshall Investment Management, LLC | 0.05% | Reduce -1.8% | 328 | $83K |
| Johnson Financial Group, Inc. | 0.00% | No change | 328 | $83K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $81K |
| JNBA Financial Advisors | 0.01% | Reduce -8.3% | 308 | $78K |
| Truvestments Capital LLC | 0.02% | No change | 300 | $76K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 299 | $75K |
| Millstone Evans Group, LLC | 0.05% | No change | 285 | $72K |
| NBT Bank, N.A. | 0.01% | No change | 281 | $71K |
| Northwest Capital Management Inc | 0.03% | Reduce -15.9% | 270 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $66K |
| Addison Advisors LLC | 0.02% | No change | 255 | $64K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 251 | $63K |
| PSI Advisors, LLC | 0.02% | No change | 250 | $63K |
| Phillips Financial Management, LLC | 0.00% | Reduce -8.7% | 243 | $61K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $59K |
| GoalVest Advisory LLC | 0.02% | Reduce -40.5% | 232 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $58K |
| Mechanics Financial Corp | 0.03% | Add +5.1% | 226 | $57K |
| Valued Wealth Advisors LLC | 0.03% | No change | 225 | $57K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $57K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $55K |
| Beacon Capital Management, LLC | 0.01% | Add +0.5% | 215 | $54K |
| City State Bank | 0.02% | No change | 210 | $53K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 209 | $53K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 204 | $51K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.4% | 198 | $50K |
| Creekmur Asset Management LLC | 0.01% | Reduce -5.7% | 197 | $50K |
| Morling Financial Advisors, LLC | 0.02% | No change | 195 | $49K |
| Bangor Savings Bank | 0.00% | Reduce -2.5% | 195 | $49K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 193 | $49K |
| Abound Wealth Management | 0.02% | No change | 192 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Add +15.5% | 186 | $47K |
| SouthState Bank Corp | 0.00% | Add +97.8% | 182 | $46K |
| EPG Wealth Management LLC | 0.01% | No change | 180 | $45K |
| Bell Investment Advisors, Inc | 0.01% | No change | 179 | $45K |
| Breakwater Investment Management | 0.02% | New | 176 | $44K |
| Minot DeBlois Advisors LLC | 0.04% | No change | 174 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -12.1% | 174 | $44K |
| Horizon Financial Services, LLC | 0.02% | Reduce -40.8% | 173 | $44K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $44K |
| Qube Research & Technologies Ltd | 0.00% | New | 169 | $43K |
| Vestor Capital, LLC | 0.00% | No change | 165 | $42K |
| 2UniFi Bank | 0.03% | No change | 152 | $42K |
| Park Square Financial Group, LLC | 0.03% | No change | 164 | $41K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 163 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $41K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $39K |
| Operose Advisors LLC | 0.01% | Reduce -6.2% | 151 | $38K |
| Archer Investment Corp | 0.01% | No change | 150 | $38K |
| GAMMA Investing LLC | 0.00% | Add +8.0% | 148 | $37K |
| Matrix Private Capital Group LLC | 0.02% | No change | 145 | $37K |
| Lanark Financial, Inc. | 0.00% | — | 144 | $36K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $35K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $34K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +111.1% | 133 | $34K |
| Sherman Asset Management, Inc. | 0.03% | No change | 130 | $33K |
| Wagner Wealth Management, LLC | 0.01% | New | 130 | $33K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 129 | $32K |
| Grove Bank & Trust | 0.00% | No change | 126 | $32K |
| Webster Bank, N. A. | 0.00% | No change | 124 | $31K |
| Eastern Bank | 0.00% | Add +2.5% | 123 | $31K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 120 | $30K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $30K |
| Grand Wealth Management, LLC | 0.02% | Add +29.7% | 118 | $30K |
| Park Place Capital Corp | 0.01% | No change | 110 | $28K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 110 | $28K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $27K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 104 | $26K |
| First PREMIER Bank | 0.01% | No change | 105 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $25K |
| Global Wealth Strategies & Associates | 0.01% | No change | 97 | $24K |
| LGT Financial Advisors LLC | 0.07% | No change | 96 | $24K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 95 | $24K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -10.6% | 93 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 89 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $22K |
| Fairway Wealth LLC | 0.01% | Add +4.8% | 87 | $22K |
| Mascoma Wealth Management LLC | 0.01% | No change | 82 | $21K |
| Rossby Financial, LCC | 0.01% | New | 82 | $20K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $20K |
| Stephens Consulting, LLC | 0.01% | No change | 80 | $20K |
| Optimum Investment Advisors | 0.01% | Reduce -16.8% | 79 | $20K |
| Hamilton Point Investment Advisors, LLC | 0.00% | Add +113.9% | 77 | $19K |
| Country Trust Bank | 0.00% | New | 76 | $19K |
| National Bank of Canada | 0.00% | No change | 70 | $18K |
| Curio Wealth, LLC | 0.01% | Reduce -98.4% | 1 | $17K |
| Pandora Wealth, Inc. | 0.01% | — | 67 | $17K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 63 | $16K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -1.6% | 62 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -34.4% | 61 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -20.3% | 59 | $15K |
| Missouri Trust & Investment Co | 0.00% | Reduce -64.2% | 54 | $14K |
| Glassman Wealth Services | 0.00% | New | 52 | $13K |
| Dakota Community Bank & Trust NA | 0.06% | New | 51 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 51 | $13K |
| Transce3nd, LLC | 0.01% | Reduce -50.0% | 53 | $12K |
| Main Street Group, LTD | 0.01% | No change | 48 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $12K |
| Financial Management Professionals, Inc. | 0.00% | New | 48 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +104.5% | 45 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 45 | $11K |
| Albion Financial Group | 0.00% | No change | 40 | $10K |
| Oakworth Capital, Inc. | 0.00% | No change | 39 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 38 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $10K |
| Olistico Wealth, LLC | 0.01% | Reduce -17.8% | 37 | $9K |
| Costello Asset Management, INC | 0.00% | Add +337.5% | 35 | $9K |
| MCF Advisors LLC | 0.00% | No change | 34 | $9K |
| Hager Investment Management Services, LLC | 0.01% | New | 34 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 33 | $8K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 33 | $8K |
| Anfield Capital Management, LLC | 0.00% | Add +34.8% | 31 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | New | 30 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 29 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $7K |
| Kessler Investment Group, LLC | 0.00% | New | 27 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.9% | 26 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.2% | 25 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $6K |
| Painted Porch Advisors LLC | 0.00% | Add +4.5% | 23 | $6K |
| Clearstead Trust, LLC | 0.00% | Reduce -31.3% | 22 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -54.4% | 21 | $5K |
| Trust Co. of Vermont | 0.00% | Reduce -93.1% | 21 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $5K |
| ROSS\JOHNSON & Associates LLC | 0.08% | No change | 19 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 19 | $5K |
| Winch Advisory Services, LLC | 0.00% | Add +125.0% | 18 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 17 | $4K |
| TruNorth Capital Management, LLC | 0.00% | No change | 16 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 14 | $4K |
| North Capital, Inc. | 0.00% | — | 15 | $4K |
| American Capital Advisory, LLC | 0.00% | New | 15 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | New | 12 | $3K |
| Avalon Trust Co | 0.00% | New | 11 | $3K |
| Towne Trust Company, N.A | 0.00% | No change | 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 |
| MTM Investment Management, LLC | 0.00% | New | 7 | $2K |
| Friedenthal Financial | 0.00% | New | 7 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 7 | $2K |
| Davis Capital Management | 0.00% | No change | 6 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 5 | $1K |
| Integrity Financial Corp | 0.00% | New | 4 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -55.6% | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $759 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $755 |
| Christopher J. Hasenberg, Inc | 0.00% | New | 2 | $506 |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 2 | $504 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 2 | $503 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $252 |
| Kozak & Associates, Inc. | 0.00% | Reduce -93.8% | 1 | $128 |
"% 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.