Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q2 2025 (June 30)1,099holders +19
88new positions
71sold out
4famous investors
$276.80avg. 13F price*
At the end of Q2 2025, 1,099 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 19 from Q1 2025. 88 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($521.2M) and Assetmark, Inc. ($426.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q2 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $51.4M |
| Exits | 71 | $72.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,956,339 shares bought and 2,230,912 shares sold, net −274,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,099 holders
| Bank of America Corp. | 0.22% | Add +1.0% | 9,953,009 | $2.8B |
| Morgan Stanley | 0.03% | Add +0.4% | 1,881,972 | $521.2M |
| Assetmark, Inc. | 1.01% | Add +1.7% | 1,540,575 | $426.6M |
| Sei Investments Co. | 0.30% | Add +1.9% | 938,777 | $260.0M |
| LPL Financial LLC | 0.08% | Add +4.8% | 867,132 | $240.1M |
| Wells Fargo & Company | 0.05% | Reduce -2.0% | 866,190 | $239.9M |
| UBS Group AG | 0.05% | Reduce -5.5% | 817,759 | $226.5M |
| Corient Private Wealth LP | 0.28% | Reduce -20.8% | 759,313 | $210.3M |
| Jones Financial Companies LLLP | 0.14% | Add +6.6% | 688,885 | $190.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.5% | 680,936 | $188.6M |
| Cohen Klingenstein LLC | 6.27% | Add +0.0% | 678,870 | $188.0M |
| EP Wealth Advisors, LLC | 1.17% | Add +6.7% | 642,042 | $177.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.3% | 635,254 | $175.9M |
| Mather Group, Llc. | 1.81% | Reduce -23.8% | 611,559 | $169.4M |
| Choreo, LLC | 1.99% | Add +0.2% | 513,229 | $142.3M |
| Moneta Group Investment Advisors LLC | 1.66% | Add +2.4% | 502,158 | $139.1M |
| Tiaa Trust, National Association | 0.36% | Add +5.0% | 493,193 | $136.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.3% | 443,257 | $122.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.7% | 403,922 | $111.5M |
| Cetera Investment Advisers | 0.17% | Add +27.0% | 367,032 | $101.6M |
| Wealthspire Advisors, LLC | 0.57% | Reduce -2.4% | 364,162 | $100.9M |
| Rwa Wealth Partners, LLC | 1.24% | Add +7.1% | 357,304 | $99.0M |
| MML Investors Services, LLC | 0.28% | Reduce -1.3% | 353,707 | $98.0M |
| HighTower Advisors, LLC | 0.12% | Add +4.8% | 338,104 | $93.6M |
| Rockefeller Capital Management L.P. | 0.19% | Add +9.1% | 317,808 | $88.0M |
| Mill Creek Capital Advisors, LLC | 1.95% | Reduce -0.8% | 316,818 | $87.7M |
| Sand Hill Global Advisors, LLC | 3.16% | Add +5905.2% | 307,165 | $85.1M |
| Osaic Holdings, Inc. | 0.15% | Add +63.9% | 314,935 | $84.7M |
| Truist Financial Corp. | 0.12% | Reduce -0.3% | 295,778 | $81.9M |
| Royal Bank of Canada | 0.02% | Reduce -71.1% | 285,420 | $79.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -10.4% | 270,703 | $75.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 250,196 | $69.3M |
| 1832 Asset Management L.P. | 0.11% | Add +1.7% | 222,653 | $61.7M |
| Focus Partners Wealth | 0.13% | Add +1.7% | 222,471 | $61.6M |
| Mariner, LLC | 0.08% | Add +3.4% | 203,119 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.9% | 197,058 | $54.6M |
| US Bancorp \de | 0.06% | Reduce -0.1% | 176,481 | $48.9M |
| United Capital Financial Advisors, LLC | 0.34% | Reduce -1.8% | 153,774 | $42.6M |
| Summit Financial Strategies, Inc. | 3.58% | Add +2.4% | 139,511 | $38.6M |
| Strategies Wealth Advisors, LLC | 4.22% | Reduce -0.5% | 139,346 | $38.6M |
| Stephens Inc. | 0.52% | Add +137.6% | 135,834 | $37.6M |
| Avior Wealth Management, LLC | 1.30% | Add +0.9% | 135,851 | $37.6M |
| Stifel Financial Corp. | 0.04% | Reduce -2.3% | 134,684 | $37.3M |
| Rodgers & Associates, LTD | 4.02% | Add +5.4% | 132,244 | $36.6M |
| Bragg Financial Advisors, Inc | 1.30% | Add +4.4% | 131,313 | $36.4M |
| American Financial Advisors, LLC | 5.06% | Reduce -1.6% | 130,876 | $36.2M |
| Private Advisor Group, LLC | 0.19% | Add +3.3% | 129,646 | $35.9M |
| Mosaic Family Wealth Partners, LLC | 4.26% | Reduce -0.3% | 120,455 | $33.4M |
| Pathstone Holdings, LLC | 0.13% | Add +1.9% | 117,815 | $32.6M |
| NewEdge Advisors, LLC | 0.17% | Add +1.7% | 115,832 | $32.1M |
| One Day In July LLC | 2.83% | Add +7.8% | 113,009 | $31.3M |
| Creative Planning | 0.03% | Reduce -2.6% | 112,671 | $31.2M |
| Inspirion Wealth Advisors, LLC | 4.10% | Reduce -0.6% | 111,949 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 108,643 | $30.1M |
| Vision Capital Management, Inc. | 3.77% | Add +1.3% | 103,739 | $28.7M |
| Jentner Corp | 7.60% | Add +2.6% | 102,457 | $28.4M |
| Brickley Wealth Management | 5.43% | Add +0.3% | 100,272 | $27.8M |
| Merit Financial Group, LLC | 0.30% | Add +348.9% | 96,816 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.0% | 93,880 | $26.4M |
| Waldron Private Wealth LLC | 1.13% | Reduce -0.5% | 93,198 | $25.8M |
| BHK Investment Advisors, LLC | 9.24% | Add +3.0% | 85,218 | $23.6M |
| McAdam, LLC | 1.22% | Reduce -0.5% | 80,703 | $22.3M |
| Natixis Advisors, LLC | 0.04% | Reduce -5.0% | 80,143 | $22.2M |
| Cresset Asset Management, LLC | 0.11% | Reduce -12.1% | 79,473 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.1% | 77,748 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -18.6% | 77,343 | $21.4M |
| Savant Capital, LLC | 0.15% | Add +233.1% | 77,082 | $21.3M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +0.7% | 76,698 | $21.2M |
| Comerica Bank | 0.08% | Add +5.3% | 74,512 | $20.6M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +3.0% | 73,712 | $20.4M |
| Fifth Third Bancorp | 0.07% | Reduce -2.2% | 69,882 | $19.4M |
| Total Wealth Planning, LLC | 2.38% | Add +5.5% | 67,981 | $18.8M |
| Partners in Financial Planning | 3.40% | Add +2.1% | 66,568 | $18.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -5.6% | 66,357 | $18.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.52% | Add +13.5% | 64,839 | $18.0M |
| Sage Financial Group Inc. | 1.31% | Add +0.8% | 63,854 | $17.7M |
| Atria Investments, Inc | 0.21% | Add +4.7% | 62,789 | $17.4M |
| Modera Wealth Management, LLC | 0.21% | Reduce -3.8% | 62,325 | $17.3M |
| Asset Management Group, Inc. | 2.92% | Reduce -1.5% | 60,476 | $16.7M |
| Retirement Investment Advisors, Inc. | 1.48% | Add +1.4% | 59,263 | $16.4M |
| World Investment Advisors | 0.37% | Add +849.0% | 58,003 | $16.1M |
| Aaron Wealth Advisors LLC | 1.64% | Reduce -0.5% | 57,801 | $16.0M |
| Robinswood Financial LLC | 5.47% | Reduce -1.4% | 55,795 | $15.5M |
| Adventist Health System/ West | 2.29% | No change | 55,720 | $15.4M |
| Avantax Planning Partners, Inc. | 0.49% | Add +49.4% | 55,539 | $15.4M |
| Gallagher Fiduciary Advisors, LLC | 0.59% | Add +5.6% | 55,266 | $15.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -7.5% | 54,883 | $15.2M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -3.4% | 54,722 | $15.2M |
| FMR LLC | 0.00% | Reduce -4.1% | 54,695 | $15.1M |
| Cwm, LLC | 0.05% | Reduce -4.7% | 54,415 | $15.1M |
| Pasadena Private Wealth, LLC | 2.57% | Add +0.1% | 54,245 | $15.0M |
| Quest Investment Management LLC | 1.60% | No change | 52,660 | $14.6M |
| Quent Capital, LLC | 1.40% | Add +110.0% | 52,253 | $14.5M |
| Stephens Group Asset Management, LLC | 1.03% | Add +20.6% | 51,940 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +24.9% | 51,653 | $14.3M |
| Larson Financial Group LLC | 0.57% | Reduce -28.6% | 51,460 | $14.3M |
| RS Crum Inc. | 3.42% | Add +5.0% | 51,439 | $14.2M |
| Presilium Private Wealth, LLC | 2.90% | Add +4.2% | 51,192 | $14.2M |
| Benjamin Edwards Inc. | 0.18% | Add +4.0% | 50,992 | $14.1M |
| Wesbanco Bank Inc. | 0.41% | Add +3.9% | 49,306 | $13.7M |
| Praetorian Wealth Management, Inc. | 3.09% | Add +18.5% | 48,562 | $13.4M |
| Captrust Financial Advisors | 0.03% | Reduce -5.4% | 48,229 | $13.4M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +3.6% | 47,743 | $13.2M |
| LMCG Investments, LLC | 0.81% | Reduce -3.3% | 46,761 | $12.9M |
| VSM Wealth Advisory, LLC | 4.22% | Add +8125.8% | 53,961 | $12.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +7.5% | 45,269 | $12.5M |
| SWAN Capital LLC | 5.41% | Add +87.8% | 44,947 | $12.4M |
| FC Advisory LLC | 3.52% | Add +0.1% | 41,185 | $11.4M |
| Garde Capital, Inc. | 0.61% | Reduce -0.4% | 41,074 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -22.1% | 40,585 | $11.2M |
| Jacobsen Capital Management | 4.13% | Add +10.6% | 40,542 | $11.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.9% | 40,098 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -6.9% | 39,596 | $11.0M |
| Congress Asset Management Co. | 0.07% | Reduce -53.4% | 38,842 | $10.8M |
| WP Advisors, LLC | 2.93% | Reduce -0.1% | 38,551 | $10.7M |
| Cornerstone Wealth Advisors, Inc. | 2.75% | Reduce -2.0% | 38,433 | $10.6M |
| Veery Capital, LLC | 3.64% | Add +6.3% | 38,217 | $10.6M |
| Payne Capital Management, LLC | 4.08% | Add +0.1% | 38,208 | $10.6M |
| Performance Wealth Partners, LLC | 0.34% | Reduce -3.2% | 37,913 | $10.5M |
| Compound Planning, Inc. | 0.40% | Reduce -13.9% | 37,842 | $10.5M |
| Tudor Investment Corporation | 0.08% | Add +143.2% | 37,837 | $10.5M |
| Northern Trust Corp. | 0.00% | Add +48.8% | 37,165 | $10.3M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -1.1% | 36,561 | $10.1M |
| Cerity Partners LLC | 0.02% | Reduce -14.0% | 36,001 | $10.0M |
| Gladwyn Financial Advisors, Inc. | 7.56% | — | 35,266 | $9.8M |
| Jmac Enterprises LLC | 2.09% | Reduce -3.0% | 35,264 | $9.8M |
| CX Institutional | 0.34% | Add +37.0% | 34,872 | $9.7M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +5.3% | 34,421 | $9.5M |
| Marion Wealth Management | 2.37% | Add +3.1% | 34,117 | $9.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +0.4% | 32,906 | $9.1M |
| First American Trust, FSB | 0.72% | Add +3.0% | 32,751 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -5.7% | 32,621 | $9.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.35% | Add +1460.5% | 32,583 | $9.0M |
| IFP Advisors, Inc | 0.26% | Add +155.3% | 32,280 | $9.0M |
| Arax Advisory Partners | 0.41% | Add +14.0% | 28,655 | $8.9M |
| Highland Capital Management, LLC | 0.48% | Reduce -1.0% | 31,744 | $8.8M |
| Mechanics Bank Trust Department | 1.24% | Add +34.2% | 31,190 | $8.6M |
| Bishop & Co Investment Management, LLC | 3.04% | Add +8.1% | 30,532 | $8.5M |
| Fee-Only Financial Planning, L.C. | 5.18% | Add +0.3% | 30,239 | $8.4M |
| Arvest Investments, Inc. | 1.25% | Reduce -0.2% | 29,919 | $8.3M |
| Focus Financial Network, Inc. | 0.33% | Add +4.0% | 29,798 | $8.3M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -9.2% | 29,090 | $8.1M |
| HB Wealth Management, LLC | 0.06% | Reduce -3.7% | 28,893 | $8.0M |
| Towerpoint Wealth, LLC | 3.54% | Add +3.9% | 28,883 | $8.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.49% | Add +10.4% | 28,772 | $8.0M |
| Cornerstone Management, Inc. | 1.37% | Add +7.7% | 28,401 | $7.9M |
| Blair William & Co. | 0.02% | Reduce -1.5% | 28,212 | $7.8M |
| Integrity Alliance, Llc. | 0.42% | Add +2.9% | 27,966 | $7.7M |
| Performa Ltd (US), LLC | 2.33% | Add +0.2% | 27,962 | $7.7M |
| CW Advisors, LLC | 0.07% | Reduce -27.0% | 27,932 | $7.7M |
| Independent Financial Group, LLC | 0.21% | Add +42.6% | 27,590 | $7.6M |
| RFG Advisory, LLC | 0.18% | Reduce -8.4% | 27,573 | $7.6M |
| Trust Co of the South | 1.31% | Add +56.1% | 26,664 | $7.4M |
| GHP Investment Advisors, Inc. | 0.33% | Reduce -0.6% | 26,540 | $7.4M |
| Waverly Advisors, LLC | 0.08% | Reduce -1.8% | 26,438 | $7.3M |
| Strategic Investment Advisors / MI | 0.70% | Add +10.5% | 26,115 | $7.2M |
| Dopkins Wealth Management, LLC | 3.18% | Add +3.9% | 25,611 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -4.3% | 25,510 | $7.1M |
| Ifrah Financial Services, Inc. | 1.93% | Reduce -2.1% | 25,467 | $7.1M |
| NFSG Corp | 1.14% | Add +18.2% | 25,292 | $7.0M |
| Relyea Zuckerberg Hanson LLC | 0.81% | Reduce -5.8% | 24,944 | $6.9M |
| Cary Street Partners Financial LLC | 0.19% | Add +4.3% | 24,651 | $6.8M |
| Citigroup Inc. | 0.00% | Add +39.8% | 24,629 | $6.8M |
| Prudential Financial Inc. | 0.01% | No change | 24,147 | $6.7M |
| SkyOak Wealth, LLC | 1.30% | No change | 23,337 | $6.5M |
| Capital Management Associates, Inc | 2.02% | Reduce -0.6% | 23,027 | $6.4M |
| Glenmede Investment Management, LP | 0.03% | — | 22,783 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -9.8% | 22,511 | $6.2M |
| Leeward Financial Partners, LLC | 1.97% | Add +1.7% | 22,474 | $6.2M |
| Texas Yale Capital Corp. | 0.20% | Add +14.3% | 22,424 | $6.2M |
| Advisory Alpha, LLC | 0.19% | Add +5.3% | 22,364 | $6.2M |
| Pinnacle Financial Partners Inc | 0.13% | Add +0.8% | 21,768 | $6.0M |
| Old National Bancorp | 0.11% | Reduce -12.7% | 21,725 | $6.0M |
| Archford Capital Strategies, LLC | 0.77% | Reduce -0.2% | 21,618 | $6.0M |
| Members Trust Co | 0.20% | Reduce -16.9% | 21,186 | $5.9M |
| New Wave Wealth Advisors LLC | 2.46% | Add +0.7% | 20,877 | $5.8M |
| Wolff Financial Management LLC | 1.45% | No change | 20,256 | $5.6M |
| Associated Banc-Corp | 0.16% | Add +1.6% | 20,157 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 20,126 | $5.6M |
| Harbour Investments, Inc. | 0.14% | Reduce -2.4% | 19,940 | $5.5M |
| Everhart Financial Group, Inc. | 0.63% | Add +15.6% | 19,633 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -23.9% | 19,628 | $5.4M |
| &partners | 0.04% | Reduce -0.2% | 19,461 | $5.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.1% | 18,943 | $5.3M |
| First Horizon Advisors, Inc. | 0.14% | Add +6.0% | 19,081 | $5.3M |
| Financial Advisors Network, Inc. | 0.79% | Add +6.3% | 18,950 | $5.2M |
| Brown Advisory Inc. | 0.01% | Add +40.7% | 18,937 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -5.8% | 18,880 | $5.2M |
| Prosperity Planning, Inc. | 2.11% | Add +3.2% | 18,841 | $5.2M |
| Summit Financial, LLC | 0.12% | Add +54.3% | 18,563 | $5.1M |
| Ackerman Capital Advisors, LLC | 1.19% | Add +18.9% | 18,533 | $5.1M |
| Joel Isaacson & Co., LLC | 0.21% | Add +0.6% | 18,480 | $5.1M |
| Flow Traders U.S. LLC | 0.19% | New | 18,410 | $5.1M |
| Systelligence, LLC | 0.94% | Reduce -58.3% | 18,408 | $5.1M |
| Councilor Wealth, LLC | 2.38% | Reduce -1.3% | 18,366 | $5.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -11.9% | 18,341 | $5.1M |
| Meritage Portfolio Management | 0.32% | Add +29.3% | 18,217 | $5.0M |
| Chicago Partners Investment Group LLC | 0.14% | Add +4.7% | 17,539 | $5.0M |
| Eclectic Associates Inc. | 1.08% | Add +3.5% | 17,879 | $5.0M |
| Creative Financial Designs Inc. | 0.36% | Add +6.9% | 17,861 | $4.9M |
| CJM Wealth Advisers, Ltd. | 1.65% | Reduce -1.3% | 17,856 | $4.9M |
| First Heartland Consultants, Inc. | 0.44% | Add +0.5% | 17,835 | $4.9M |
| Bailard, Inc. | 0.11% | New | 17,766 | $4.9M |
| Mainsail Asset Management, LLC | 2.99% | Add +2.4% | 17,459 | $4.8M |
| Commerce Bank | 0.03% | Reduce -1.8% | 17,411 | $4.8M |
| Betterment LLC | 0.01% | Add +3.1% | 17,111 | $4.7M |
| Jane Street Group, LLC | 0.01% | New | 17,085 | $4.7M |
| Fifth Third Securities, Inc. | 0.35% | Reduce -21.9% | 17,013 | $4.7M |
| Black Diamond Financial, LLC | 0.73% | Reduce -4.0% | 16,953 | $4.7M |
| Essential Planning, LLC. | 1.74% | Reduce -0.6% | 16,863 | $4.7M |
| Zeit Capital LLC | 3.29% | Add +1.0% | 16,636 | $4.6M |
| Titleist Asset Management, LLC | 0.46% | Reduce -1.7% | 16,518 | $4.6M |
| Verdence Capital Advisors LLC | 0.31% | Add +6.0% | 16,465 | $4.6M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -12.7% | 15,929 | $4.4M |
| Gemmer Asset Management LLC | 0.39% | No change | 15,883 | $4.4M |
| Tenret Co LLC | 2.39% | Reduce -12.3% | 15,846 | $4.4M |
| Stephen J. Garry & Associates, LLC | 3.72% | Reduce -1.2% | 15,558 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -10.7% | 15,529 | $4.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Add +3.5% | 15,524 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -3.5% | 15,342 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 15,299 | $4.2M |
| Geneos Wealth Management Inc. | 0.10% | Add +19.7% | 15,271 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +33.3% | 15,261 | $4.2M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -5.1% | 15,128 | $4.2M |
| Transamerica Financial Advisors, LLC | 0.39% | Add +12.5% | 15,085 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +17.2% | 15,011 | $4.2M |
| Holderness Investments Co. | 0.88% | Reduce -1.1% | 14,822 | $4.1M |
| Brighton Jones LLC | 0.11% | Add +26.9% | 14,747 | $4.1M |
| LifePlan Investment Advisors, Inc. | 2.02% | Reduce -0.3% | 14,681 | $4.1M |
| M&T Bank Corp | 0.01% | Add +103.1% | 14,662 | $4.1M |
| Nabity-Jensen Investment Management Inc | 2.91% | Reduce -0.0% | 14,265 | $4.0M |
| Martel Wealth Advisors LLC | 0.73% | Add +5.5% | 14,223 | $3.9M |
| RTD Financial Advisors, Inc. | 0.50% | Add +19.9% | 14,117 | $3.9M |
| Seek First Inc. | 3.14% | Add +6.0% | 14,016 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.10% | Reduce -0.7% | 13,863 | $3.8M |
| Cornerstone Advisory, LLC | 0.41% | Reduce -2.4% | 13,756 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -1.0% | 13,749 | $3.8M |
| D.A. Davidson & Co. | 0.03% | Add +7.2% | 13,440 | $3.7M |
| Probity Advisors, Inc. | 0.65% | Add +1.4% | 13,332 | $3.7M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.8% | 13,180 | $3.7M |
| HRT Financial LP | 0.02% | New | 13,027 | $3.6M |
| OneAscent Financial Services LLC | 0.26% | Reduce -38.7% | 12,994 | $3.6M |
| Valeo Financial Advisors, LLC | 0.09% | Add +109.6% | 12,933 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +3.4% | 12,905 | $3.6M |
| Tower View Wealth Management LLC | 1.84% | Reduce -11.9% | 12,810 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +16.7% | 12,747 | $3.5M |
| Curbstone Financial Management Corp | 0.72% | Reduce -0.4% | 12,670 | $3.5M |
| Acropolis Investment Management, LLC | 0.19% | No change | 12,590 | $3.5M |
| Warner Financial, Inc. | 1.43% | Reduce -1.3% | 12,519 | $3.5M |
| Riversedge Advisors, LLC | 0.67% | Reduce -15.0% | 12,319 | $3.4M |
| TAGStone Capital, Inc. | 1.38% | Reduce -1.2% | 12,024 | $3.4M |
| Kera Capital Partners, Inc. | 0.65% | Reduce -52.6% | 11,903 | $3.3M |
| Ally Invest Advisors Inc. | 0.26% | Add +4.0% | 11,901 | $3.3M |
| Citizens Financial Group Inc. | 0.05% | Add +3.5% | 11,771 | $3.3M |
| Blue Investment Partners LLC | 1.14% | Reduce -48.8% | 11,781 | $3.3M |
| Center for Financial Planning, Inc. | 0.37% | Reduce -9.2% | 11,735 | $3.2M |
| SilverOak Wealth Management LLC | 0.61% | No change | 11,645 | $3.2M |
| Alpine Bank Wealth Management | 0.49% | No change | 11,614 | $3.2M |
| Trustmark Bank Trust Department | 0.22% | Reduce -0.9% | 11,481 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 11,432 | $3.2M |
| Falcon Wealth Planning | 0.32% | Reduce -9.8% | 11,380 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -0.8% | 11,339 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.62% | Add +9.3% | 11,311 | $3.1M |
| Krilogy Financial LLC | 0.18% | Add +5.7% | 11,242 | $3.1M |
| Hilltop National Bank | 0.81% | — | 11,224 | $3.1M |
| Cranbrook Wealth Management, LLC | 0.66% | Add +0.9% | 11,215 | $3.1M |
| Juncture Wealth Strategies, LLC | 1.10% | Reduce -19.7% | 11,214 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -1.5% | 10,987 | $3.0M |
| Aire Advisors, LLC | 0.58% | Add +21.5% | 10,901 | $3.0M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.6% | 10,878 | $3.0M |
| Invst, LLC | 0.37% | Add +4.8% | 10,815 | $3.0M |
| Midwest Trust Co | 0.04% | — | 10,808 | $3.0M |
| Connecticut Wealth Management, LLC | 0.14% | Add +2.7% | 10,773 | $3.0M |
| Disciplined Investments, LLC | 1.23% | Reduce -0.6% | 10,530 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Add +19.8% | 10,494 | $2.9M |
| MSH Capital Advisors LLC | 0.83% | Reduce -1.8% | 10,379 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.52% | Reduce -17.1% | 10,229 | $2.8M |
| rebel Financial LLC | 1.28% | — | 10,152 | $2.8M |
| Paces Ferry Wealth Advisors, LLC | 1.29% | Add +19.1% | 10,158 | $2.8M |
| Institute for Wealth Management, LLC. | 0.31% | New | 10,148 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -4.0% | 9,973 | $2.8M |
| KPP Advisory Services LLC | 0.45% | Reduce -3.6% | 9,887 | $2.7M |
| Bessemer Group Inc. | 0.00% | Reduce -16.9% | 9,788 | $2.7M |
| Infinity Wealth Counsel, LLC | 2.73% | Add +2.5% | 9,752 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.42% | Reduce -64.8% | 9,618 | $2.7M |
| Matisse Capital | 1.25% | No change | 9,554 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -28.4% | 9,500 | $2.6M |
| Greenwood Capital Associates LLC | 0.32% | Reduce -1.5% | 9,382 | $2.6M |
| Thrive Capital Management, LLC | 0.81% | New | 9,338 | $2.6M |
| Shelton Wealth Management, LLC | 1.30% | Add +0.6% | 9,294 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.4% | 9,265 | $2.6M |
| Aurelius Family Office LLC | 1.21% | Add +15.5% | 9,235 | $2.6M |
| FAS Wealth Partners, Inc. | 0.19% | Add +1.1% | 9,152 | $2.5M |
| Noble Family Wealth, LLC | 0.62% | Add +42.5% | 9,113 | $2.5M |
| Pillar Financial Advisors, LLC | 1.74% | Reduce -1.6% | 9,108 | $2.5M |
| TFB Advisors LLC | 0.66% | Reduce -5.4% | 9,096 | $2.5M |
| Brown Wealth Management, LLC | 0.78% | Reduce -30.4% | 9,095 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +16.5% | 8,973 | $2.5M |
| Valley National Advisers Inc. | 0.41% | Reduce -16.2% | 8,970 | $2.5M |
| Keybank National Association | 0.01% | Add +2.6% | 8,759 | $2.4M |
| Townsend Asset Management Corp. /NC/ | 0.87% | Reduce -42.2% | 8,694 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.60% | — | 8,611 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +28.6% | 8,620 | $2.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 8,567 | $2.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.5% | 8,340 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +13.8% | 8,334 | $2.3M |
| Sterling Financial Planning, Inc. | 0.77% | Add +2.2% | 8,278 | $2.3M |
| StoneX Group Inc. | 0.11% | Add +11.9% | 8,215 | $2.3M |
| Compass Ion Advisors, LLC | 0.25% | Reduce -12.3% | 8,219 | $2.3M |
| Peak Retirement Planning, Inc. | 0.92% | Reduce -4.4% | 8,199 | $2.3M |
| Accel Wealth Management | 0.74% | Add +4.3% | 8,044 | $2.2M |
| River Wealth Advisors LLC | 0.28% | Reduce -61.3% | 8,019 | $2.2M |
| GC Wealth Management RIA, LLC | 0.18% | Reduce -1.2% | 7,958 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.6% | 7,853 | $2.2M |
| Trust Point Inc. | 0.20% | Reduce -40.8% | 7,747 | $2.1M |
| Integrity Wealth Solutions LLC | 1.04% | Reduce -5.1% | 7,687 | $2.1M |
| Tradition Wealth Management, LLC | 0.17% | Add +0.1% | 7,637 | $2.1M |
| Mission Wealth Management, LP | 0.05% | Add +80.1% | 7,614 | $2.1M |
| MAI Capital Management | 0.01% | Add +8.4% | 7,600 | $2.1M |
| Creekside Partners | 1.00% | Reduce -0.3% | 7,579 | $2.1M |
| IHT Wealth Management, LLC | 0.06% | Reduce -12.7% | 7,510 | $2.1M |
| Insight Advisors, LLC/ PA | 0.33% | No change | 7,453 | $2.1M |
| BTC Capital Management, Inc. | 0.17% | Reduce -1.9% | 7,407 | $2.1M |
| Heritage Wealth Management, Inc. | 1.55% | Reduce -0.7% | 7,375 | $2.0M |
| Dentgroup LLC | 1.40% | Reduce -2.6% | 7,298 | $2.0M |
| Simmons Bank | 0.14% | Reduce -7.3% | 7,220 | $2.0M |
| Curtis Advisory Group, LLC | 0.50% | Reduce -2.4% | 7,190 | $2.0M |
| Clayton Financial Group LLC | 2.36% | Reduce -78.2% | 7,172 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.5% | 7,105 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.34% | Add +48.7% | 7,169 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Add +7.5% | 7,163 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 7,161 | $2.0M |
| Mustard Seed Financial, LLC | 1.42% | Add +13.2% | 7,115 | $2.0M |
| InTrack Investment Management Inc | 1.32% | New | 7,100 | $2.0M |
| Vickerman Investment Advisors, Inc. | 0.42% | Add +0.1% | 7,078 | $2.0M |
| Bokf, NA | 0.03% | Reduce -1.3% | 7,039 | $1.9M |
| Founders Financial Securities LLC | 0.15% | Add +3.3% | 7,016 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +41.2% | 7,014 | $1.9M |
| Whittier Trust Co. | 0.02% | No change | 7,000 | $1.9M |
| One Charles Private Wealth Services, LLC | 0.54% | Reduce -1.7% | 6,931 | $1.9M |
| Moneco Advisors, LLC | 0.18% | Reduce -5.0% | 6,914 | $1.9M |
| Opulen Financial Group LLC | 1.57% | Reduce -1.2% | 6,904 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.76% | Reduce -0.7% | 6,836 | $1.9M |
| Richardson Financial Services Inc. | 1.27% | Reduce -3.7% | 6,824 | $1.9M |
| Harbour Capital Advisors, LLC | 0.39% | No change | 6,686 | $1.9M |
| Milestone Asset Management Group, LLC | 1.38% | Add +3.8% | 6,725 | $1.9M |
| Sovran Advisors, LLC | 0.19% | Reduce -2.9% | 6,621 | $1.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.53% | Reduce -4.8% | 6,634 | $1.8M |
| Harbor Asset Planning, Inc. | 1.75% | — | 6,604 | $1.8M |
| Consolidated Portfolio Review Corp | 0.25% | Add +0.2% | 6,598 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -10.0% | 6,588 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -13.7% | 6,550 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +3.7% | 6,521 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.6% | 6,517 | $1.8M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -3.0% | 6,446 | $1.8M |
| Tritonpoint Wealth, LLC | 0.16% | Reduce -25.2% | 6,328 | $1.8M |
| American National Bank & Trust | 0.18% | Add +217.4% | 6,326 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.2% | 6,295 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.54% | Add +1.1% | 6,275 | $1.7M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -3.1% | 6,260 | $1.7M |
| Financial Connections Group, Inc. | 0.71% | Reduce -2.1% | 6,230 | $1.7M |
| Covington Investment Advisors Inc. | 0.25% | Reduce -0.2% | 6,227 | $1.7M |
| Quadcap Wealth Management, LLC | 0.22% | Add +0.1% | 6,179 | $1.7M |
| Cooksen Wealth, LLC | 1.37% | Reduce -9.4% | 6,174 | $1.7M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -0.9% | 6,149 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +16.7% | 6,120 | $1.7M |
| Wealth Alliance, LLC | 0.19% | Add +14.0% | 6,062 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +4.2% | 6,017 | $1.7M |
| Sax Wealth Advisors, LLC | 0.10% | Add +583.0% | 6,017 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -54.7% | 5,987 | $1.7M |
| Sagace Wealth Management LLC | 1.23% | Add +30.7% | 5,937 | $1.6M |
| Allworth Financial LP | 0.01% | Add +39.5% | 5,925 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -2.9% | 5,858 | $1.6M |
| Winthrop Capital Management, LLC | 0.41% | Add +4.5% | 5,852 | $1.6M |
| Meridian Financial Advisors, LLC | 1.04% | Add +0.3% | 5,831 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -4.0% | 5,822 | $1.6M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -3.4% | 5,813 | $1.6M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -3.9% | 5,803 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +11.2% | 5,751 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +0.9% | 5,735 | $1.6M |
| Wealthedge Investment Advisors, LLC | 0.66% | Add +0.1% | 5,726 | $1.6M |
| Cahill Financial Advisors Inc. | 0.20% | Add +10.5% | 5,707 | $1.6M |
| Rebalance, LLC | 0.11% | Reduce -0.2% | 5,695 | $1.6M |
| Visionary Wealth Advisors | 0.08% | Add +5.2% | 5,663 | $1.6M |
| Sage Mountain Advisors LLC | 0.10% | No change | 5,638 | $1.6M |
| Martin Worley Group | 0.75% | Add +87.1% | 5,567 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.26% | Add +0.0% | 5,537 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.25% | Reduce -21.4% | 5,512 | $1.5M |
| Manchester Capital Management LLC | 0.20% | Reduce -71.3% | 5,506 | $1.5M |
| Clark Financial Services Group Inc. | 0.94% | Add +0.4% | 5,503 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -11.3% | 5,486 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.51% | Add +11.7% | 5,441 | $1.5M |
| Sawgrass Asset Management LLC | 0.17% | Reduce -0.9% | 5,433 | $1.5M |
| TCI Wealth Advisors, Inc. | 0.10% | Reduce -0.2% | 5,396 | $1.5M |
| Compton Wealth Advisory Group, LLC | 0.38% | No change | 5,378 | $1.5M |
| Tranquility Partners, LLC | 0.53% | Add +3.6% | 5,361 | $1.5M |
| Revisor Wealth Management LLC | 0.52% | Reduce -2.4% | 5,133 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -4.5% | 5,229 | $1.4M |
| CGN Advisors LLC | 0.13% | Add +10.0% | 5,117 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.47% | Reduce -3.8% | 5,083 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +51.7% | 5,051 | $1.4M |
| Aspiriant, LLC | 0.04% | No change | 4,972 | $1.4M |
| Cascade Wealth Advisors, Inc | 0.77% | No change | 4,896 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +8.6% | 4,898 | $1.4M |
| Ascentis Independent Advisors | 0.25% | Add +84.1% | 4,879 | $1.4M |
| Michels Family Financial, LLC | 1.15% | Add +1.8% | 4,874 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -2.9% | 5,109 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.34% | Add +11.2% | 4,849 | $1.3M |
| Uptick Partners, LLC | 0.38% | Reduce -1.2% | 4,802 | $1.3M |
| Country Club Bank | 0.08% | No change | 4,815 | $1.3M |
| Apriem Advisors | 0.14% | Add +4.5% | 4,774 | $1.3M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -4.2% | 4,770 | $1.3M |
| Opus Capital Group, LLC | 0.16% | Reduce -2.0% | 4,765 | $1.3M |
| Fortis Capital Advisors, LLC | 0.24% | Reduce -30.3% | 4,753 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -30.3% | 4,753 | $1.3M |
| Kennicott Capital Management LLC | 0.74% | No change | 4,709 | $1.3M |
| Center For Asset Management LLC | 0.80% | Add +27.7% | 4,610 | $1.3M |
| Stanich Group LLC | 1.14% | Reduce -14.6% | 4,538 | $1.3M |
| Dravo Bay LLC | 0.62% | Reduce -3.4% | 4,607 | $1.3M |
| Legacy Edge Advisors, LLC | 0.17% | Add +37.2% | 4,542 | $1.3M |
| Canvas Wealth Advisors, LLC | 0.25% | Add +10.3% | 4,352 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +12.6% | 4,486 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -37.4% | 4,485 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -1.4% | 4,456 | $1.2M |
| Fiduciary Alliance LLC | 0.09% | New | 4,391 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.17% | Reduce -4.8% | 10,961 | $1.2M |
| Harbor Investment Advisory, LLC | 0.11% | Add +12.7% | 4,354 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +0.9% | 4,342 | $1.2M |
| Grey Ledge Advisors, LLC | 0.29% | Reduce -32.1% | 4,332 | $1.2M |
| Hartline Investment Corp./ | 0.14% | No change | 4,306 | $1.2M |
| Royal Fund Management, LLC | 0.13% | Reduce -4.8% | 4,259 | $1.2M |
| Wedmont Private Capital | 0.05% | Add +9.7% | 4,193 | $1.2M |
| Tandem Financial, LLC | 1.11% | Reduce -66.8% | 4,271 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 4,272 | $1.2M |
| United Bank | 0.14% | No change | 4,205 | $1.2M |
| City Holding Co. | 0.15% | Reduce -1.7% | 4,195 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.4% | 4,175 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -4.2% | 4,168 | $1.2M |
| Talon Private Wealth, LLC | 0.16% | Reduce -36.7% | 4,153 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +32.7% | 4,118 | $1.1M |
| Independent Wealth Network Inc. | 0.42% | Add +7.2% | 4,113 | $1.1M |
| Bank of Hawaii | 0.06% | Add +6.3% | 4,110 | $1.1M |
| Parkside Financial Bank & Trust | 0.12% | Add +44.1% | 4,106 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -11.9% | 4,072 | $1.1M |
| St. Louis Trust Co | 0.15% | Add +17.6% | 4,058 | $1.1M |
| Trust Co | 0.13% | Reduce -6.2% | 4,051 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +58.7% | 4,050 | $1.1M |
| Macroview Investment Management LLC | 0.92% | Add +1.5% | 4,046 | $1.1M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -12.7% | 4,040 | $1.1M |
| Transatlantique Private Wealth LLC | 0.41% | Add +7.1% | 4,022 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 4,011 | $1.1M |
| Willner & Heller, LLC | 0.93% | Reduce -4.0% | 4,004 | $1.1M |
| Truepoint, Inc. | 0.03% | Add +0.3% | 4,003 | $1.1M |
| Wrenne Financial Planning LLC | 0.51% | Reduce -44.3% | 3,973 | $1.1M |
| Intergy Private Wealth, LLC | 0.37% | Add +3.9% | 3,948 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | No change | 3,945 | $1.1M |
| Sunburst Financial Group, LLC | 0.24% | Add +5.3% | 3,909 | $1.1M |
| NorthStar Asset Management LLC | 0.57% | Add +13.8% | 3,896 | $1.1M |
| Investmark Advisory Group LLC | 0.51% | Reduce -5.3% | 3,895 | $1.1M |
| PKS Advisory Services, LLC | 0.27% | Add +9.6% | 3,892 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Reduce -23.5% | 3,887 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -30.0% | 3,879 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.13% | Reduce -9.4% | 3,860 | $1.1M |
| Mayfair Advisory Group, LLC | 0.50% | Add +1.9% | 3,827 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.75% | Add +4.2% | 3,840 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.2% | 3,692 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Add +11.0% | 3,824 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +9.8% | 3,769 | $1.0M |
| Strategic Financial Partners, Ltd. | 0.48% | Reduce -0.3% | 3,769 | $1.0M |
| Washington Trust Advisors, Inc. | 0.08% | Reduce -0.5% | 3,766 | $1.0M |
| Evergreen Wealth Management, LLC | 0.58% | Reduce -2.4% | 3,752 | $1.0M |
| Goepper Burkhardt LLC | 0.38% | Reduce -14.5% | 3,702 | $1.0M |
| Battery Global Advisors, LLC | 0.50% | No change | 3,680 | $1.0M |
| SFG Wealth Management, LLC. | 0.61% | Reduce -0.5% | 3,672 | $1.0M |
| Atlantic Family Wealth, LLC | 0.88% | Add +1.8% | 3,644 | $1.0M |
| Bay Capital Advisors, LLC | 0.77% | Reduce -15.3% | 3,631 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +7.4% | 3,627 | $1.0M |
| Round Rock Advisors LLC | 0.17% | Reduce -16.8% | 3,621 | $1.0M |
| Diversified Enterprises, LLC | 0.07% | Reduce -12.7% | 3,588 | $994K |
| Main Street Financial Solutions, LLC | 0.07% | Add +37.9% | 3,573 | $990K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -6.8% | 3,573 | $990K |
| GPS Wealth Strategies Group, LLC | 0.11% | Reduce -14.1% | 3,564 | $987K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.6% | 3,527 | $977K |
| BSW Wealth Partners | 0.13% | No change | 3,505 | $971K |
| McClarren Financial Advisors, Inc. | 0.63% | Reduce -0.4% | 3,482 | $964K |
| GWN Securities Inc. | 0.18% | Add +85.0% | 3,430 | $958K |
| Kure Advisory, LLC | 0.63% | Add +31.9% | 3,453 | $956K |
| American Trust | 0.09% | New | 3,450 | $955K |
| Stonebridge Financial Planning Group, LLC | 0.40% | Reduce -10.0% | 3,428 | $949K |
| AMG National Trust Bank | 0.02% | Reduce -8.4% | 3,423 | $948K |
| ERn Financial, LLC | 0.20% | Reduce -0.7% | 3,408 | $944K |
| Accretive Wealth Partners, LLC | 0.31% | Reduce -1.1% | 3,402 | $942K |
| Oppenheimer & Co. Inc. | 0.01% | Add +101.8% | 3,362 | $931K |
| WealthCare Investment Partners, LLC | 0.33% | New | 3,236 | $911K |
| First United Bank & Trust | 0.32% | Reduce -15.8% | 3,284 | $909K |
| Signet Financial Management, LLC | 0.11% | Reduce -7.2% | 3,282 | $909K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -8.9% | 3,279 | $908K |
| Sowell Financial Services LLC | 0.04% | Reduce -16.4% | 3,261 | $903K |
| Stevens Capital Partners | 0.32% | Add +91.1% | 3,203 | $899K |
| Duncan Williams Asset Management, LLC | 0.28% | No change | 3,236 | $896K |
| Gotham Asset Management | 0.01% | New | 3,230 | $895K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -16.9% | 3,224 | $893K |
| BKM Wealth Management, LLC | 0.35% | Add +6.1% | 3,209 | $889K |
| Nalls Sherbakoff Group, LLC | 0.64% | Add +17.4% | 3,197 | $885K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.5% | 3,160 | $885K |
| CoreCap Advisors, LLC | 0.04% | Reduce -7.6% | 3,178 | $880K |
| Vawter Financial, Ltd. | 9.90% | Reduce -93.6% | 3,164 | $876K |
| Balefire, LLC | 0.19% | New | 3,157 | $874K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -15.6% | 3,098 | $858K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -0.3% | 3,079 | $853K |
| Fiduciary Trust Co | 0.01% | Reduce -11.6% | 3,062 | $848K |
| WealthShield Partners, LLC | 0.10% | Add +1.3% | 3,056 | $846K |
| Shoker Investment Counsel, Inc. | 0.26% | Reduce -1.5% | 3,052 | $845K |
| Regal Investment Advisors LLC | 0.06% | Add +46.9% | 3,028 | $839K |
| Glassman Wealth Services | 0.13% | Add +5698.1% | 3,015 | $835K |
| Nordwand Advisors, LLC | 0.13% | New | 3,000 | $831K |
| BCS Wealth Management | 0.18% | No change | 2,992 | $829K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -9.1% | 2,982 | $826K |
| Wrapmanager Inc. | 0.20% | Reduce -2.4% | 2,978 | $825K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.9% | 2,973 | $823K |
| Davis R M Inc. | 0.01% | Reduce -5.1% | 2,903 | $804K |
| Friday Financial | 0.41% | No change | 2,899 | $803K |
| Busey Bank | 0.02% | No change | 2,891 | $801K |
| GEN Financial Management, INC. | 0.65% | Add +0.5% | 2,884 | $799K |
| Strategic Investment Solutions, Inc. | 0.24% | Add +55.0% | 2,868 | $794K |
| IFG Advisors, LLC | 0.13% | Reduce -1.0% | 2,849 | $789K |
| Evermay Wealth Management LLC | 0.10% | Reduce -2.4% | 2,842 | $788K |
| Financial Alternatives, Inc | 0.51% | No change | 2,843 | $787K |
| Coordinated Financial Services, Inc. | 0.54% | — | 2,771 | $768K |
| Carl P. Sherr & Co., LLC | 0.39% | Reduce -2.8% | 2,770 | $767K |
| Compass Financial Group, INC | 0.13% | Reduce -4.1% | 2,768 | $766K |
| Glenview Trust Co | 0.01% | Add +12.2% | 2,753 | $762K |
| Ironwood Financial, llc | 0.16% | No change | 3,025 | $762K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 2,746 | $760K |
| Wisconsin Wealth Advisors, LLC | 0.87% | Add +14.9% | 2,740 | $759K |
| BLB&B Advisors, LLC | 0.04% | Add +2.8% | 2,735 | $757K |
| 4WEALTH Advisors, Inc. | 0.78% | Add +7.8% | 2,726 | $755K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -5.9% | 2,715 | $752K |
| Ballentine Partners, LLC | 0.01% | Add +11.0% | 2,709 | $750K |
| Asset Dedication, LLC | 0.05% | Add +1.2% | 2,707 | $750K |
| Richmond Investment Services, LLC | 0.16% | Add +93.3% | 2,694 | $747K |
| Goodwin Investment Advisory | 0.86% | Reduce -4.3% | 2,680 | $742K |
| XY Planning Network, Inc. | 0.25% | New | 2,670 | $739K |
| William Mack & Associates, Inc. | 0.47% | Reduce -3.9% | 2,653 | $735K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.0% | 2,565 | $730K |
| Net Worth Advisory Group | 0.16% | Add +168.2% | 2,610 | $723K |
| Angeles Wealth Management, LLC | 0.05% | Add +228.4% | 2,601 | $720K |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.1% | 2,601 | $720K |
| Axxcess Wealth Management, LLC | 0.02% | New | 2,585 | $716K |
| Valley Forge Investment Consultants Inc. Adv | 0.23% | Add +52.4% | 2,582 | $715K |
| Keyvantage Wealth, LLC | 0.32% | No change | 2,575 | $713K |
| Steph & Co. | 0.23% | Reduce -0.0% | 2,563 | $710K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $709K |
| Keystone Financial Services, LLC | 0.54% | Add +1.5% | 2,545 | $705K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -58.3% | 2,544 | $705K |
| Windward Private Wealth Management Inc. | 0.25% | Reduce -3.5% | 2,541 | $704K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +55.6% | 2,535 | $702K |
| Procyon Advisors, LLC | 0.07% | Reduce -86.8% | 2,524 | $699K |
| O'ROURKE & COMPANY, Inc | 0.33% | Reduce -8.1% | 2,520 | $698K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.9% | 2,509 | $695K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -1.9% | 2,504 | $693K |
| Houlihan Financial Resource Group, Ltd. | 0.29% | Reduce -0.8% | 2,476 | $692K |
| Hoge Financial Services, LLC | 0.43% | Reduce -0.8% | 2,494 | $691K |
| Gilliland Jeter Wealth Management LLC | 0.22% | Reduce -5.9% | 2,483 | $688K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -1.1% | 2,482 | $687K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -40.0% | 2,477 | $686K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 2,475 | $685K |
| QRG Capital Management, Inc. | 0.01% | Reduce -8.1% | 2,457 | $680K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 2,440 | $676K |
| Evergreen Capital Management LLC | 0.02% | Add +2.5% | 2,426 | $673K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.2% | 2,429 | $673K |
| AdvisorNet Financial, Inc | 0.04% | No change | 2,422 | $671K |
| Tsfg, LLC | 0.12% | Reduce -6.5% | 2,416 | $669K |
| Magnus Financial Group LLC | 0.06% | Add +0.9% | 2,407 | $667K |
| Solutions 4 Wealth, Ltd | 1.10% | No change | 2,374 | $658K |
| Aviso Wealth Management | 0.30% | No change | 2,335 | $647K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1.2% | 2,308 | $639K |
| Integrated Capital Management, LLC | 0.31% | Reduce -12.2% | 2,265 | $636K |
| Glass Jacobson Investment Advisors llc | 0.24% | Reduce -15.1% | 2,257 | $625K |
| Smithfield Trust Co | 0.03% | Add +10.2% | 2,263 | $625K |
| Key Financial Inc | 0.13% | Add +0.2% | 2,251 | $623K |
| Fiducient Advisors LLC | 0.08% | No change | 2,246 | $623K |
| World Equity Group, Inc. | 0.17% | Add +25.5% | 2,239 | $620K |
| Fingerlakes Wealth Management, Inc. | 0.46% | Add +0.3% | 2,230 | $618K |
| Orin Green Financial, LLC | 0.26% | No change | 2,224 | $616K |
| Choate Investment Advisors | 0.01% | No change | 2,224 | $616K |
| Apeiron RIA LLC | 0.16% | Reduce -0.8% | 2,202 | $610K |
| Nwam LLC | 0.04% | Reduce -2.6% | 2,170 | $608K |
| Bell Bank | 0.03% | No change | 2,187 | $606K |
| Fusion Capital, LLC | 0.21% | Add +4.1% | 2,186 | $606K |
| Apella Capital, LLC | 0.02% | Add +24.9% | 2,159 | $601K |
| Waller Financial Planning Group, Inc. | 0.14% | Reduce -21.4% | 2,160 | $598K |
| MIdWestOne Financial Group, Inc. | 0.08% | Reduce -27.8% | 2,154 | $597K |
| Athena Investment Management | 0.33% | Reduce -3.8% | 2,151 | $596K |
| Dahring | Cusmano LLC | 0.46% | Add +14.7% | 2,133 | $591K |
| 1776 Wealth LLC | 0.24% | Add +6.6% | 2,130 | $590K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -46.2% | 2,124 | $588K |
| Wedbush Securities Inc. | 0.02% | Add +43.4% | 2,122 | $588K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -14.1% | 2,120 | $587K |
| Everstar Asset Management, LLC | 0.36% | Reduce -13.8% | 2,115 | $586K |
| ProVise Management Group, LLC | 0.05% | Reduce -12.2% | 2,114 | $585K |
| Lee Danner & Bass Inc. | 0.04% | No change | 2,076 | $575K |
| Atlas Legacy Advisors, LLC | 0.13% | Add +32.5% | 2,076 | $575K |
| Brendel Financial Advisors LLC | 0.32% | New | 2,073 | $574K |
| Rinkey Investments | 0.17% | No change | 2,066 | $572K |
| Pacific Sun Financial Corp | 0.30% | Reduce -2.4% | 2,064 | $572K |
| Northeast Investment Management | 0.02% | Reduce -2.5% | 2,061 | $571K |
| NCP Inc. | 0.54% | Reduce -3.5% | 2,058 | $570K |
| Eagle Strategies LLC | 0.09% | Add +6.7% | 2,034 | $563K |
| Clarity Capital Advisors, LLC | 0.33% | New | 2,031 | $563K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -13.0% | 2,027 | $561K |
| Plancorp, LLC | 0.02% | No change | 2,023 | $560K |
| J Hagan Capital, Inc. | 0.38% | Add +70.8% | 1,986 | $558K |
| Oldfather Financial Services, LLC | 0.19% | Add +60.3% | 2,012 | $557K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +1.8% | 2,008 | $556K |
| Anchor Investment Management, LLC | 0.05% | Add +1.7% | 2,005 | $555K |
| Quantum Portfolio Management LLC | 0.26% | Add +6.0% | 1,988 | $551K |
| Genesis Private Wealth, LLC | 0.26% | Reduce -0.2% | 1,984 | $549K |
| SPC Financial, Inc. | 0.05% | Reduce -96.7% | 1,983 | $549K |
| CCG Wealth Management, LLC | 0.29% | No change | 1,980 | $548K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.6% | 1,975 | $548K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.5% | 1,974 | $547K |
| Taylor Financial Group, Inc. | 0.34% | Add +4.5% | 1,971 | $546K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.9% | 1,942 | $538K |
| IFG Advisory, LLC | 0.03% | Add +9.6% | 1,929 | $534K |
| Principal Securities, Inc. | 0.01% | Add +9.7% | 1,926 | $533K |
| RKL Wealth Management LLC | 0.05% | No change | 1,915 | $530K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +11.1% | 1,914 | $530K |
| Brady Martz Wealth Solutions, LLC | 0.10% | No change | 1,911 | $529K |
| Wheelhouse Advisory Group LLC | 0.26% | Reduce -2.6% | 1,897 | $526K |
| Resolute Advisors LLC | 0.13% | No change | 1,888 | $524K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.3% | 1,875 | $519K |
| Financial Freedom, LLC | 0.28% | No change | 1,873 | $519K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -0.5% | 1,873 | $519K |
| Fourth Dimension Wealth, LLC | 0.22% | Reduce -28.4% | 1,853 | $513K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,844 | $511K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Add +1.7% | 1,844 | $511K |
| Shepherd Financial Partners LLC | 0.05% | No change | 1,841 | $510K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +4.9% | 1,839 | $509K |
| United Advisor Group, LLC | 0.09% | Add +19.2% | 1,838 | $509K |
| McGuire Investment Group, LLC | 0.07% | Add +6.1% | 1,838 | $509K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.4% | 1,834 | $508K |
| First Manhattan Co. Llc. | 0.00% | Add +2.4% | 1,828 | $507K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.4% | 1,830 | $507K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.8% | 1,820 | $504K |
| Fidelis Capital Partners, LLC | 0.05% | Add +58.0% | 1,787 | $502K |
| Petix & Botte Co | 0.12% | No change | 1,792 | $496K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.1% | 1,783 | $494K |
| Axis Wealth Partners, LLC | 0.32% | Reduce -3.7% | 1,777 | $492K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -40.4% | 1,760 | $487K |
| Prospect Financial Services LLC | 0.30% | Add +0.3% | 1,760 | $487K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -47.1% | 1,750 | $485K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -1.8% | 1,743 | $483K |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 1,726 | $478K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -15.3% | 1,730 | $478K |
| Key Client Fiduciary Advisors, LLC | 0.20% | No change | 1,720 | $476K |
| MWA Asset Management | 0.29% | Reduce -7.2% | 1,708 | $473K |
| SlateStone Wealth, LLC | 0.04% | Reduce -15.0% | 1,702 | $471K |
| Clearstead Advisors, LLC | 0.01% | Add +13.6% | 1,699 | $471K |
| InvesTrust | 0.18% | Add +2.1% | 1,697 | $470K |
| Unconventional Investor, LLC | 0.26% | No change | 1,692 | $469K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -14.7% | 1,677 | $464K |
| AQR Capital Management | 0.00% | Add +53.9% | 1,667 | $462K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -35.5% | 1,657 | $459K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | No change | 1,655 | $458K |
| BIP Wealth, LLC | 0.03% | Reduce -16.6% | 1,622 | $449K |
| Cherrydale Wealth Management, LLC | 0.16% | Reduce -12.8% | 1,622 | $449K |
| Provident Wealth Management, LLC | 0.15% | No change | 1,620 | $449K |
| SOL Capital Management CO | 0.04% | Add +3.5% | 1,619 | $448K |
| First Financial Corp. | 0.20% | Reduce -1.0% | 1,611 | $446K |
| BIP Alliance, LLC | 0.17% | Reduce -2.4% | 1,606 | $445K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +43.5% | 1,601 | $444K |
| Caldwell Trust Co | 0.04% | Reduce -1.8% | 1,590 | $440K |
| PFG Investments, LLC | 0.03% | Add +51.3% | 1,589 | $440K |
| Mgo One Seven LLC | 0.01% | Add +5.3% | 1,582 | $438K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.5% | 1,581 | $438K |
| Hemington Wealth Management | 0.06% | No change | 1,581 | $437K |
| Finward Bancorp | 0.34% | No change | 1,576 | $436K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.6% | 1,572 | $436K |
| Florida Financial Advisors, LLC | 0.11% | Add +19.9% | 1,569 | $435K |
| Thrive Wealth Management, LLC | 0.07% | Add +0.1% | 1,568 | $434K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +62.6% | 1,563 | $432K |
| Courier Capital LLC | 0.03% | Add +31.1% | 1,553 | $430K |
| LongView Wealth Management | 0.13% | Add +1.6% | 1,548 | $429K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -2.1% | 1,547 | $429K |
| Bravias Capital Group, LLC | 0.31% | Add +4.2% | 1,535 | $425K |
| Norden Group LLC | 0.05% | Reduce -61.8% | 1,527 | $423K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -13.4% | 1,519 | $422K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,519 | $421K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $418K |
| Aspen Grove Capital, LLC | 0.07% | Reduce -37.0% | 1,505 | $417K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 1,650 | $416K |
| K2 Financial Inc. | 0.37% | Reduce -12.9% | 1,497 | $416K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -13.3% | 1,494 | $414K |
| Sapient Capital LLC | 0.01% | Add +1.0% | 1,489 | $413K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -2.3% | 1,482 | $410K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.9% | 1,470 | $407K |
| JFS Wealth Advisors, LLC | 0.03% | Add +8.7% | 1,467 | $406K |
| Planning Directions Inc. | 0.23% | Reduce -82.8% | 1,465 | $406K |
| Headland Capital, LLC | 0.12% | Reduce -2.2% | 1,464 | $405K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +10.1% | 1,463 | $405K |
| Financial Insights, Inc. | 0.15% | Reduce -14.2% | 1,463 | $405K |
| S.A. Mason LLC | 0.19% | No change | 1,444 | $400K |
| Bowman & Co S.C. | 0.18% | Reduce -4.1% | 1,443 | $400K |
| Signaturefd, LLC | 0.01% | No change | 1,438 | $398K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,433 | $397K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -9.1% | 1,429 | $396K |
| Composition Wealth, LLC | 0.01% | New | 1,408 | $390K |
| Sensible Money, LLC | 0.15% | No change | 1,394 | $386K |
| Bogart Wealth, LLC | 0.02% | Add +1.3% | 1,393 | $386K |
| Ewa, LLC | 0.12% | Reduce -5.7% | 1,393 | $386K |
| Keebeck Wealth Management | 0.05% | Add +16.9% | 1,386 | $384K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -14.8% | 1,379 | $382K |
| Agate Pass Investment Management, LLC | 0.16% | No change | 1,378 | $382K |
| Marino, Stram & Associates LLC | 0.08% | Add +22.3% | 1,376 | $381K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 1,368 | $379K |
| Smithbridge Asset Management Inc. | 0.07% | Reduce -74.1% | 1,368 | $379K |
| LGL Partners, LLC | 0.17% | Add +0.1% | 1,350 | $378K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,356 | $376K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $374K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -9.5% | 1,349 | $374K |
| HSBC Holdings PLC | 0.00% | No change | 1,348 | $373K |
| Sigma Planning Corp | 0.01% | Reduce -1.4% | 1,346 | $373K |
| Trilogy Capital Inc. | 0.02% | Add +10.7% | 1,343 | $372K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,341 | $371K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,340 | $371K |
| NavPoint Financial, Inc. | 0.22% | No change | 1,332 | $369K |
| Passive Capital Management, LLC. | 0.11% | No change | 1,330 | $368K |
| Continuum Advisory, LLC | 0.04% | Add +6.0% | 1,323 | $367K |
| Davis Investment Partners, LLC | 0.13% | No change | 1,325 | $366K |
| Principle Wealth Partners LLC | 0.02% | Reduce -45.2% | 1,321 | $366K |
| Grove Street Fiduciary, LLC | 0.18% | No change | 1,319 | $365K |
| Good Life Advisors, LLC | 0.02% | Reduce -0.3% | 1,318 | $365K |
| Savvy Advisors, Inc. | 0.02% | New | 1,303 | $361K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -36.3% | 1,298 | $360K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.3% | 1,296 | $359K |
| Forefront Wealth Partners, LLC | 0.25% | Add +0.6% | 1,276 | $357K |
| Binnacle Investments Inc | 0.23% | Reduce -3.8% | 1,287 | $356K |
| WealthTrak Capital Management LLC | 0.30% | Add +5.4% | 1,287 | $356K |
| Zions Bancorporation, National Association | 0.02% | Reduce -2.2% | 1,285 | $356K |
| Jeppson Wealth Management, LLC | 0.12% | No change | 1,282 | $355K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.2% | 1,280 | $355K |
| Copia Wealth Management | 0.30% | No change | 1,281 | $355K |
| Wealth Preservation Advisors, LLC | 0.22% | Add +6.6% | 1,277 | $354K |
| SFI Advisors, LLC | 0.24% | Reduce -63.8% | 1,276 | $353K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,273 | $353K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,266 | $351K |
| Gen-Wealth Partners Inc | 0.14% | Reduce -1.5% | 1,266 | $351K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -2.9% | 1,255 | $350K |
| WealthPlan Investment Management, LLC | 0.03% | Add +9.1% | 1,245 | $345K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $344K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $344K |
| MAS Advisors LLC | 0.56% | Add +2.9% | 1,239 | $343K |
| Wells Financial Advisors INC | 0.47% | Reduce -6.0% | 1,237 | $343K |
| Capital Investment Advisors, LLC | 0.01% | Add +32.2% | 1,232 | $341K |
| Wealthspan Partners, LLC | 0.14% | Reduce -0.6% | 1,229 | $340K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +48.6% | 1,226 | $340K |
| Brian Low Financial Group, LLC | 0.31% | — | 1,213 | $336K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -4.7% | 1,210 | $334K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 1,193 | $330K |
| Wambolt & Associates, LLC | 0.11% | Reduce -5.6% | 1,194 | $330K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -0.6% | 1,175 | $325K |
| G2 Capital Management, LLC / Oh | 0.09% | Reduce -33.4% | 1,159 | $321K |
| Graney & King, LLC | 0.22% | Reduce -0.3% | 1,158 | $321K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,152 | $319K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,147 | $318K |
| Smith, Moore & Co. | 0.03% | Reduce -7.0% | 1,138 | $315K |
| Northwest Financial Advisors | 0.44% | Reduce -25.7% | 1,135 | $314K |
| American Money Management, LLC | 0.06% | Reduce -5.0% | 1,132 | $313K |
| Kaizen Financial Strategies | 0.16% | Reduce -38.2% | 1,130 | $313K |
| ICONIQ Capital, LLC | 0.01% | Reduce -0.3% | 1,129 | $313K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $311K |
| Crescent Grove Advisors, LLC | 0.03% | Add +2.0% | 1,117 | $310K |
| Kropog Financial Group, LLC | 0.27% | No change | 1,114 | $309K |
| Tactive Advisors, LLC | 0.10% | — | 1,110 | $307K |
| Fonville Wealth Management LLC | 0.08% | New | 1,105 | $306K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -4.3% | 1,104 | $306K |
| Orleans Capital Management Corp. | 0.16% | New | 1,100 | $305K |
| ARK & TLK Investments, LLC | 0.10% | No change | 1,099 | $304K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -0.6% | 1,098 | $304K |
| Argentarii, LLC | 0.14% | New | 1,097 | $304K |
| Mycio Wealth Partners, LLC | 0.07% | No change | 1,095 | $303K |
| IPG Investment Advisors LLC | 0.06% | No change | 1,091 | $303K |
| AlphaCore Capital LLC | 0.01% | Add +8.7% | 1,086 | $301K |
| PDS Planning, Inc | 0.02% | No change | 1,087 | $301K |
| M.E. Allison & Co., Inc. | 0.24% | No change | 1,086 | $301K |
| CWA Asset Management Group, LLC | 0.01% | Add +6.8% | 1,086 | $301K |
| Fermata Advisors, LLC | 0.08% | Reduce -87.8% | 1,083 | $300K |
| Chapin Davis, Inc. | 0.08% | No change | 1,078 | $299K |
| Compass Capital Corp. /Ma/ | 0.14% | Reduce -23.1% | 1,065 | $297K |
| Stewardship Advisors, LLC | 0.08% | Add +5.6% | 1,074 | $297K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Reduce -1.3% | 1,072 | $297K |
| Geneva Capital Management LLC | 0.00% | New | 1,067 | $295K |
| Klingman & Associates, LLC | 0.02% | Add +6.8% | 1,061 | $294K |
| WBH Advisory Inc. | 0.02% | Reduce -11.8% | 1,044 | $289K |
| PUREfi Wealth, LLC | 0.23% | No change | 1,039 | $288K |
| Spire Wealth Management | 0.01% | Reduce -22.1% | 1,021 | $283K |
| Farmers National Bank | 0.07% | Add +8.9% | 1,018 | $282K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.8% | 1,017 | $282K |
| Global Trust Asset Management, LLC | 0.15% | No change | 1,007 | $279K |
| Financial Perspectives, Inc | 0.08% | No change | 1,005 | $278K |
| Private Trust Co. NA | 0.03% | Reduce -1.8% | 1,004 | $278K |
| Winthrop Advisory Group LLC | 0.03% | Add +23.2% | 999 | $277K |
| Pennington Partners & Co., LLC | 0.15% | Reduce -7.0% | 996 | $276K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 996 | $276K |
| Sightline Wealth Advisors, LLC | 0.13% | Reduce -9.1% | 995 | $276K |
| Blueshift Asset Management, LLC | 0.08% | New | 995 | $276K |
| TFG Advisers LLC | 0.09% | Reduce -3.7% | 995 | $275K |
| Axim Planning & Wealth | 0.25% | Reduce -11.9% | 990 | $274K |
| Carr Financial Group Corp | 0.08% | No change | 988 | $274K |
| Alexander Labrunerie & Co., Inc. | 0.11% | No change | 972 | $269K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 967 | $268K |
| Spinnaker Trust | 0.02% | No change | 966 | $268K |
| Convergence Financial, LLC | 0.05% | Add +2.6% | 960 | $266K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -1.3% | 959 | $266K |
| JMG Financial Group, Ltd. | 0.01% | No change | 958 | $265K |
| Sutton Place Investors LLC | 0.16% | No change | 947 | $262K |
| LWM Advisors Inc. | 0.29% | No change | 942 | $261K |
| Headinvest, LLC | 0.06% | Reduce -13.4% | 940 | $260K |
| Edge Financial Advisors LLC | 0.14% | No change | 934 | $259K |
| LaFleur & Godfrey LLC | 0.03% | Add +2.6% | 933 | $258K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 933 | $258K |
| Horizon Bancorp Inc. | 0.13% | Reduce -25.5% | 931 | $258K |
| Fisher Asset Management | 0.00% | New | 928 | $257K |
| Apollon Financial, LLC | 0.05% | Reduce -11.5% | 923 | $256K |
| Von Berge Wealth Management Group, LLC | 0.14% | Add +0.1% | 902 | $256K |
| Capital Squared Financial LLC | 0.30% | — | 922 | $255K |
| International Assets Investment Management, LLC | 0.02% | Add +13.0% | 914 | $253K |
| Argent Advisors, Inc. | 0.08% | No change | 905 | $251K |
| Vident Advisory, LLC | 0.00% | No change | 899 | $249K |
| Ti-Trust, Inc. | 0.17% | Reduce -5.8% | 899 | $249K |
| Verity Asset Management, Inc. | 0.12% | Reduce -74.5% | 897 | $249K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Add +2.2% | 894 | $248K |
| Obsidian Personal Planning Solutions LLC | 0.10% | No change | 890 | $246K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $246K |
| Foster Group, Inc. | 0.01% | New | 889 | $246K |
| Elser Financial Planning, Inc | 0.31% | New | 888 | $246K |
| Precision Wealth Strategies, LLC | 0.08% | New | 883 | $245K |
| Asset Allocation Strategies LLC | 0.05% | Reduce -51.1% | 882 | $244K |
| Arkadios Wealth Advisors | 0.01% | New | 880 | $244K |
| Sage Financial Management Group, Inc. | 0.08% | Reduce -4.6% | 877 | $243K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 875 | $242K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 864 | $239K |
| Dunhill Financial, LLC | 0.07% | New | 860 | $238K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -6.5% | 860 | $238K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -1.8% | 860 | $238K |
| Stenger Family Office, LLC | 0.06% | — | 2,716 | $236K |
| Whipplewood Advisors, LLC | 0.13% | Add +1530.8% | 848 | $235K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 847 | $234K |
| McDonald Partners LLC | 0.06% | New | 846 | $234K |
| Investment Advisory Group, LLC | 0.07% | No change | 844 | $234K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 844 | $234K |
| Parsons Capital Management Inc. | 0.01% | Reduce -1.5% | 842 | $233K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $232K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.2% | 838 | $232K |
| Rossmore Private Capital | 0.03% | Add +2.2% | 835 | $231K |
| Apexium Financial, LP | 0.01% | Reduce -2.6% | 830 | $230K |
| Linscomb Wealth, Inc. | 0.01% | No change | 829 | $230K |
| Professional Financial Advisors, LLC | 0.05% | New | 825 | $228K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 822 | $228K |
| WMG Financial Advisors, LLC | 0.08% | New | 812 | $225K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $224K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -42.3% | 810 | $224K |
| Horizon Investment Services, LLC | 0.10% | No change | 808 | $224K |
| HM Payson & Co. | 0.00% | No change | 808 | $224K |
| White Lighthouse Investment Management Inc. | 0.04% | New | 807 | $224K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -2.5% | 781 | $223K |
| Vigilare Wealth Management | 0.08% | No change | 800 | $222K |
| Burney Co./ | 0.01% | Reduce -23.8% | 800 | $221K |
| Hurley Capital, LLC | 0.15% | No change | 793 | $220K |
| WPG Advisers, LLC | 0.18% | Reduce -4.5% | 789 | $219K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -8.1% | 767 | $218K |
| Philadelphia Trust Co. | 0.02% | New | 783 | $217K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 781 | $216K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 779 | $216K |
| Madison Park Capital Advisors, LLC | 0.18% | New | 776 | $215K |
| North Star Investment Management Corp. | 0.01% | No change | 774 | $214K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.4% | 744 | $213K |
| Lodestar Private Asset Management LLC | 0.02% | New | 763 | $211K |
| Cove Private Wealth, LLC | 0.07% | New | 759 | $210K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -28.6% | 758 | $210K |
| Peirce Capital Management, LLC | 0.09% | New | 758 | $210K |
| Dynamic Financial Group | 0.20% | New | 757 | $210K |
| Ascent Group, LLC | 0.01% | New | 756 | $209K |
| Summit Investment Advisory Services, LLC | 0.09% | New | 754 | $209K |
| REDW Wealth LLC | 0.08% | New | 752 | $208K |
| Miller Financial Services LLC | 0.27% | New | 751 | $208K |
| Triton Wealth Management, PLLC | 0.09% | — | 730 | $208K |
| Dakota Wealth Management | 0.00% | New | 750 | $208K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.6% | 748 | $207K |
| Five Pine Wealth Management | 0.15% | New | 742 | $205K |
| F/m Investments LLC | 0.01% | New | 740 | $205K |
| Hoxton Planning & Management, LLC | 0.07% | New | 736 | $204K |
| LexAurum Advisors, LLC | 0.03% | New | 732 | $203K |
| Clark Asset Management, LLC | 0.03% | New | 729 | $202K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 726 | $201K |
| Smith Salley Wealth Management | 0.01% | New | 726 | $201K |
| Triton Financial Group Inc | 0.15% | — | 724 | $201K |
| Moloney Securities Asset Management, LLC | 0.02% | Reduce -68.5% | 724 | $200K |
| Channel Wealth LLC | 0.06% | New | 723 | $200K |
| Holos Integrated Wealth LLC | 0.12% | No change | 711 | $198K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -0.7% | 684 | $189K |
| Russell Investments Group, Ltd. | 0.00% | Add +30.1% | 652 | $181K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -0.8% | 649 | $180K |
| TFC Financial Management, Inc. | 0.02% | Add +15.3% | 639 | $177K |
| Johnson Financial Group, Inc. | 0.01% | Add +90.5% | 625 | $173K |
| Sierra Ocean, LLC | 0.12% | No change | 625 | $173K |
| Proffitt & Goodson Inc. | 0.03% | No change | 609 | $169K |
| First Pacific Financial | 0.02% | No change | 603 | $167K |
| Colonial Trust Co / SC | 0.02% | Reduce -11.1% | 601 | $166K |
| Capital Analysts, LLC | 0.01% | Reduce -86.4% | 588 | $163K |
| Fairscale Capital, LLC | 0.12% | Add +5.2% | 568 | $160K |
| New Millennium Group LLC | 0.09% | Reduce -5.1% | 577 | $160K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +29.9% | 573 | $159K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 542 | $150K |
| Colony Family Offices, LLC | 0.04% | Add +13.5% | 503 | $140K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +3.5% | 502 | $139K |
| Independence Bank of Kentucky | 0.02% | No change | 463 | $128K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | No change | 462 | $128K |
| Rothschild Investment LLC | 0.01% | Add +2.0% | 450 | $125K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $124K |
| Atlantic Union Bankshares Corp | 0.00% | New | 446 | $124K |
| Fairman Group, LLC | 0.10% | Reduce -75.5% | 442 | $123K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +8.1% | 426 | $118K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 424 | $117K |
| ORG Partners LLC | 0.03% | Add +8.8% | 410 | $114K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $111K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 400 | $111K |
| Trust Co. of Toledo NA | 0.01% | New | 400 | $111K |
| IMG Wealth Management, Inc. | 0.09% | No change | 399 | $110K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.0% | 399 | $110K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -19.0% | 396 | $110K |
| Franklin Resources Inc. | 0.00% | Reduce -88.9% | 396 | $110K |
| Register Financial Advisors LLC | 0.05% | No change | 396 | $110K |
| Ancora Advisors LLC | 0.00% | No change | 392 | $109K |
| Milestone Investment Advisors LLC | 0.03% | Reduce -47.6% | 388 | $107K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $105K |
| Concord Wealth Partners | 0.02% | Reduce -7.1% | 378 | $105K |
| JNBA Financial Advisors | 0.01% | Add +21.8% | 375 | $104K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 371 | $103K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 371 | $103K |
| Old Second National Bank of Aurora | 0.02% | Reduce -13.2% | 369 | $102K |
| BlackRock, Inc. | 0.00% | Reduce -26.5% | 358 | $99K |
| Legacy Bridge, LLC | 0.05% | No change | 350 | $97K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -10.4% | 345 | $96K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $89K |
| Nemes Rush Group LLC | 0.01% | Reduce -91.9% | 311 | $86K |
| Alerus Financial NA | 0.01% | New | 311 | $86K |
| SouthState Bank Corp | 0.00% | Add +70.3% | 310 | $86K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.7% | 301 | $83K |
| Truvestments Capital LLC | 0.02% | No change | 300 | $83K |
| Millstone Evans Group, LLC | 0.05% | No change | 285 | $79K |
| NBT Bank, N.A. | 0.01% | No change | 281 | $78K |
| Logan Capital Management Inc. | 0.00% | Reduce -33.8% | 276 | $76K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +193.3% | 261 | $72K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $72K |
| Addison Advisors LLC | 0.02% | No change | 255 | $71K |
| West Financial Advisors, LLC | 0.01% | New | 254 | $70K |
| Wagner Wealth Management, LLC | 0.02% | Add +93.1% | 251 | $70K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 251 | $69K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $67K |
| GAMMA Investing LLC | 0.00% | Add +62.8% | 241 | $67K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $64K |
| National Bank of Canada | 0.00% | Add +228.6% | 230 | $64K |
| Valued Wealth Advisors LLC | 0.03% | No change | 225 | $62K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $60K |
| Mechanics Financial Corp | 0.03% | Reduce -4.9% | 215 | $60K |
| City State Bank | 0.02% | No change | 210 | $58K |
| Operose Advisors LLC | 0.02% | Add +39.1% | 210 | $58K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 209 | $58K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $57K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 204 | $56K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $55K |
| Creekmur Asset Management LLC | 0.01% | No change | 197 | $55K |
| Bangor Savings Bank | 0.00% | No change | 195 | $54K |
| Vestor Capital, LLC | 0.00% | Reduce -83.6% | 27 | $54K |
| Abound Wealth Management | 0.01% | No change | 192 | $53K |
| Total Investment Management Inc. | 0.01% | New | 180 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 180 | $50K |
| Breakwater Investment Management | 0.02% | No change | 176 | $49K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 174 | $48K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -13.4% | 161 | $45K |
| Ameriflex Group, Inc. | 0.02% | Reduce -73.5% | 164 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $45K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $45K |
| Berkshire Money Management, Inc. | 0.00% | New | 158 | $44K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $43K |
| 2UniFi Bank | 0.02% | No change | 152 | $42K |
| Archer Investment Corp | 0.01% | No change | 150 | $42K |
| Horizon Financial Services, LLC | 0.02% | Reduce -13.9% | 149 | $41K |
| Matrix Private Capital Group LLC | 0.02% | No change | 145 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -16.7% | 145 | $40K |
| Park Square Financial Group, LLC | 0.03% | Reduce -12.2% | 144 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 144 | $39K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $38K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $38K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 133 | $37K |
| Sherman Asset Management, Inc. | 0.03% | No change | 130 | $36K |
| Grove Bank & Trust | 0.00% | No change | 126 | $35K |
| Eastern Bank | 0.00% | No change | 123 | $34K |
| Delos Wealth Advisors, LLC | 0.03% | New | 121 | $34K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 120 | $33K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $33K |
| Park Place Capital Corp | 0.01% | No change | 110 | $31K |
| Blume Capital Management, Inc. | 0.01% | New | 110 | $30K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $30K |
| Providence Capital Advisors, LLC | 0.01% | New | 107 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 104 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | — | 106 | $29K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $27K |
| Global Wealth Strategies & Associates | 0.01% | No change | 97 | $27K |
| LGT Financial Advisors LLC | 0.07% | No change | 96 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +2.1% | 95 | $26K |
| Wallace Hart LLC | 0.02% | New | 94 | $26K |
| Proathlete Wealth Management LLC | 0.01% | New | 94 | $26K |
| Grand Wealth Management, LLC | 0.01% | Reduce -22.9% | 91 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $24K |
| Keener Financial Planning LLC | 0.01% | New | 87 | $24K |
| Darwin Wealth Management, LLC | 0.01% | New | 85 | $24K |
| Rossby Financial, LCC | 0.01% | Reduce -1.2% | 81 | $22K |
| Stephens Consulting, LLC | 0.01% | No change | 80 | $22K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $22K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.3% | 79 | $22K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 77 | $21K |
| Country Trust Bank | 0.00% | No change | 76 | $21K |
| Pandora Wealth, Inc. | 0.01% | No change | 67 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 63 | $17K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +1.6% | 63 | $17K |
| Curio Wealth, LLC | 0.01% | Add +6100.0% | 62 | $17K |
| Webster Bank, N. A. | 0.00% | Reduce -50.0% | 62 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $17K |
| Heritage Wealth Advisors | 0.00% | New | 60 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 59 | $16K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 55 | $15K |
| Missouri Trust & Investment Co | 0.00% | No change | 54 | $15K |
| New Age Alpha Advisors, LLC | 0.00% | New | 54 | $15K |
| Transce3nd, LLC | 0.01% | No change | 53 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 51 | $14K |
| Beacon Capital Management, LLC | 0.00% | Reduce -77.2% | 49 | $14K |
| Financial Management Professionals, Inc. | 0.00% | No change | 48 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $13K |
| Costello Asset Management, INC | 0.00% | Add +31.4% | 46 | $13K |
| Anfield Capital Management, LLC | 0.00% | Add +48.4% | 46 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 41 | $11K |
| Albion Financial Group | 0.00% | No change | 40 | $11K |
| Optimum Investment Advisors | 0.00% | Reduce -50.6% | 39 | $11K |
| Main Street Group, LTD | 0.00% | Reduce -18.8% | 39 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 39 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $11K |
| Olistico Wealth, LLC | 0.01% | No change | 37 | $10K |
| Capital A Wealth Management, LLC | 0.11% | Add +485.7% | 41 | $10K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -7.9% | 35 | $10K |
| MCF Advisors LLC | 0.00% | No change | 34 | $9K |
| Legacy Investment Solutions, LLC | 0.00% | — | 33 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 33 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -84.8% | 30 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 30 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -77.5% | 29 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $8K |
| Kessler Investment Group, LLC | 0.00% | No change | 27 | $7K |
| Painted Porch Advisors LLC | 0.00% | Add +13.0% | 26 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $7K |
| Evolution Wealth Management Inc. | 0.01% | — | 24 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 21 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 21 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $6K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 20 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 19 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 17 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 16 | $4K |
| North Capital, Inc. | 0.00% | No change | 15 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 15 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 15 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 14 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $4K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 12 | $3K |
| Clearstead Trust, LLC | 0.00% | Reduce -50.0% | 11 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -65.5% | 10 | $3K |
| Towne Trust Company, N.A | 0.00% | No change | 10 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| Kentucky Trust Co | 0.00% | New | 8 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | Add +300.0% | 8 | $2K |
| Friedenthal Financial | 0.00% | No change | 7 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 7 | $2K |
| Integrity Financial Corp | 0.00% | No change | 4 | $1K |
| Fairway Wealth LLC | 0.00% | Reduce -95.4% | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $831 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 2 | $552 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $277 |
| Kozak & Associates, Inc. | 0.00% | No change | 1 | $152 |
"% 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.