Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q3 2025 (September 30)1,112holders +13
74new positions
48sold out
3famous investors
$297.68avg. 13F price*
At the end of Q3 2025, 1,112 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 13 from Q2 2025. 74 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($3.0B), Morgan Stanley ($574.9M) and Assetmark, Inc. ($461.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% 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 (Q3 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $40.6M |
| Exits | 48 | $30.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,368,885 shares bought and 945,090 shares sold, net +423,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,112 holders
| Bank of America Corp. | 0.22% | Add +0.4% | 9,989,402 | $3.0B |
| Morgan Stanley | 0.03% | Add +2.6% | 1,931,756 | $574.9M |
| Assetmark, Inc. | 0.99% | Add +0.7% | 1,550,620 | $461.5M |
| Sei Investments Co. | 0.30% | Add +1.2% | 949,929 | $282.7M |
| LPL Financial LLC | 0.08% | Add +3.8% | 899,840 | $267.8M |
| Corient Private Wealth LP | 0.42% | Add +17.8% | 894,206 | $266.1M |
| Wells Fargo & Company | 0.05% | Add +0.7% | 872,642 | $259.7M |
| UBS Group AG | 0.04% | Reduce -6.0% | 768,445 | $228.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.4% | 683,942 | $203.6M |
| Cohen Klingenstein LLC | 6.25% | Reduce -1.2% | 670,420 | $199.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.3% | 637,406 | $189.7M |
| Mather Group, Llc. | 1.82% | Reduce -1.1% | 604,629 | $179.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -18.4% | 562,371 | $167.7M |
| Choreo, LLC | 1.98% | Reduce -0.6% | 510,225 | $152.1M |
| Moneta Group Investment Advisors LLC | 1.20% | Add +0.8% | 506,199 | $150.7M |
| Tiaa Trust, National Association | 0.34% | Reduce -5.0% | 468,752 | $139.5M |
| Cetera Investment Advisers | 0.16% | Add +25.6% | 461,063 | $137.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.8% | 451,017 | $134.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.7% | 400,969 | $119.3M |
| Rwa Wealth Partners, LLC | 1.24% | Add +2.4% | 365,995 | $108.9M |
| Wealthspire Advisors, LLC | 0.56% | Reduce -1.9% | 357,202 | $106.3M |
| MML Investors Services, LLC | 0.28% | Add +0.8% | 356,456 | $106.1M |
| Osaic Holdings, Inc. | 0.15% | Add +13.6% | 357,605 | $105.9M |
| HighTower Advisors, LLC | 0.12% | Add +0.6% | 340,129 | $101.2M |
| Rockefeller Capital Management L.P. | 0.19% | Add +2.8% | 326,714 | $97.2M |
| Mill Creek Capital Advisors, LLC | 1.94% | Reduce -0.3% | 315,937 | $94.0M |
| Sand Hill Global Advisors, LLC | 3.20% | Reduce -0.5% | 305,716 | $91.0M |
| Truist Financial Corp. | 0.12% | Add +0.2% | 296,310 | $88.2M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 277,303 | $82.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 243,363 | $72.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +15.8% | 228,230 | $67.9M |
| Focus Partners Wealth | 0.11% | Add +1.7% | 226,225 | $67.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -16.8% | 225,241 | $67.0M |
| 1832 Asset Management L.P. | 0.11% | Reduce -5.4% | 210,642 | $62.7M |
| Mariner, LLC | 0.08% | Add +3.1% | 209,417 | $62.3M |
| US Bancorp \de | 0.06% | Add +3.2% | 182,189 | $54.2M |
| Beacon Pointe Advisors, LLC | 0.42% | Add +114.4% | 164,409 | $48.9M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -1.1% | 152,017 | $45.2M |
| Strategies Wealth Advisors, LLC | 4.37% | Add +1.4% | 141,296 | $42.1M |
| Summit Financial Strategies, Inc. | 3.57% | Add +0.4% | 140,062 | $41.7M |
| Private Advisor Group, LLC | 0.20% | Add +6.2% | 137,632 | $41.0M |
| Rodgers & Associates, LTD | 4.18% | Add +3.1% | 136,290 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +1.2% | 136,275 | $40.6M |
| Stephens Inc. | 0.51% | Reduce -0.3% | 135,420 | $40.3M |
| Avior Wealth Management, LLC | 1.28% | Reduce -1.9% | 133,310 | $39.6M |
| Bragg Financial Advisors, Inc | 1.30% | Add +0.8% | 132,292 | $39.4M |
| American Financial Advisors, LLC | 4.89% | Reduce -2.5% | 127,632 | $38.0M |
| Mosaic Family Wealth Partners, LLC | 4.26% | Add +1.1% | 121,839 | $36.4M |
| Creative Planning | 0.03% | Add +8.4% | 122,116 | $36.3M |
| One Day In July LLC | 3.05% | Add +7.2% | 121,100 | $36.0M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.4% | 117,379 | $34.9M |
| Stephens Group Asset Management, LLC | 2.35% | Add +125.1% | 116,906 | $34.8M |
| NewEdge Advisors, LLC | 0.15% | Reduce -1.1% | 114,527 | $34.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 105,064 | $31.3M |
| Vision Capital Management, Inc. | 3.75% | Reduce -1.6% | 102,061 | $30.4M |
| Brickley Wealth Management | 5.22% | Add +0.4% | 100,633 | $30.0M |
| Inspirion Wealth Advisors, LLC | 4.17% | Reduce -0.4% | 111,503 | $29.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.2% | 95,030 | $28.6M |
| Waldron Private Wealth LLC | 1.11% | Reduce -1.3% | 91,968 | $27.4M |
| Merit Financial Group, LLC | 0.25% | Reduce -5.0% | 91,973 | $27.4M |
| Comerica Bank | 0.10% | Add +23.4% | 91,939 | $27.4M |
| Aaron Wealth Advisors LLC | 1.53% | Add +47.5% | 85,287 | $25.4M |
| Natixis Advisors, LLC | 0.04% | Add +5.6% | 84,622 | $25.2M |
| BHK Investment Advisors, LLC | 9.28% | Reduce -2.1% | 83,424 | $24.8M |
| Cresset Asset Management, LLC | 0.11% | Add +4.0% | 82,681 | $24.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +19.8% | 79,500 | $23.7M |
| Savant Capital, LLC | 0.14% | Reduce -0.3% | 76,882 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.2% | 76,403 | $22.7M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +45.9% | 75,379 | $22.4M |
| McAdam, LLC | 1.09% | Reduce -8.2% | 74,059 | $22.0M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +0.2% | 73,847 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.4% | 71,203 | $21.2M |
| Whitaker-Myers Wealth Managers, LTD. | 4.61% | Add +9.4% | 70,954 | $21.1M |
| Fifth Third Bancorp | 0.07% | Reduce -1.2% | 69,047 | $20.5M |
| Total Wealth Planning, LLC | 2.36% | Add +0.7% | 68,433 | $20.4M |
| Partners in Financial Planning | 3.41% | Reduce -0.3% | 66,338 | $19.7M |
| Atria Investments, Inc | 0.22% | Add +2.7% | 64,500 | $19.2M |
| Sage Financial Group Inc. | 1.30% | Add +0.8% | 64,348 | $19.2M |
| Retirement Investment Advisors, Inc. | 1.51% | Add +2.9% | 60,982 | $18.1M |
| Asset Management Group, Inc. | 2.91% | Reduce -1.2% | 59,750 | $17.8M |
| Modera Wealth Management, LLC | 0.20% | Reduce -6.3% | 58,368 | $17.4M |
| Quent Capital, LLC | 1.45% | Add +11.2% | 58,084 | $17.3M |
| Robinswood Financial LLC | 5.64% | Add +1.8% | 56,797 | $16.9M |
| FMR LLC | 0.00% | Add +3.2% | 56,451 | $16.8M |
| Gallagher Fiduciary Advisors, LLC | 0.61% | Add +0.9% | 55,785 | $16.6M |
| Pasadena Private Wealth, LLC | 2.36% | Add +1.1% | 54,837 | $16.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.5% | 54,603 | $16.3M |
| Avantax Planning Partners, Inc. | 0.47% | Reduce -1.7% | 54,585 | $16.2M |
| Ocean Park Asset Management, LLC | 0.65% | New | 53,355 | $15.9M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -2.5% | 53,347 | $15.9M |
| RS Crum Inc. | 3.50% | Add +2.7% | 52,835 | $15.7M |
| Quest Investment Management LLC | 1.65% | No change | 52,660 | $15.7M |
| Vawter Financial, Ltd. | 7.10% | Add +1560.8% | 52,548 | $15.6M |
| Cwm, LLC | 0.05% | Reduce -4.7% | 51,886 | $15.4M |
| Benjamin Edwards Inc. | 0.17% | Add +0.9% | 51,451 | $15.3M |
| Presilium Private Wealth, LLC | 2.88% | Reduce -0.6% | 50,886 | $15.1M |
| Praetorian Wealth Management, Inc. | 3.02% | Add +1.8% | 49,456 | $14.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +3.9% | 47,013 | $14.0M |
| Captrust Financial Advisors | 0.03% | Reduce -3.2% | 46,696 | $13.9M |
| IFP Advisors, Inc | 0.35% | Add +42.2% | 45,910 | $13.7M |
| LMCG Investments, LLC | 0.78% | Reduce -4.2% | 44,788 | $13.3M |
| Focus Financial Network, Inc. | 0.47% | Add +48.9% | 44,359 | $13.2M |
| Payne Capital Management, LLC | 4.22% | Add +15.2% | 44,032 | $13.1M |
| FC Advisory LLC | 3.60% | Add +0.4% | 41,359 | $12.3M |
| Garde Capital, Inc. | 0.61% | Reduce -0.8% | 40,764 | $12.1M |
| Congress Asset Management Co. | 0.08% | Add +4.7% | 40,650 | $12.1M |
| Jacobsen Capital Management | 4.08% | Reduce -0.3% | 40,415 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | Add +540.1% | 40,296 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +0.3% | 39,731 | $11.8M |
| Veery Capital, LLC | 3.71% | Add +3.4% | 39,510 | $11.8M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -18.3% | 39,029 | $11.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.0% | 38,911 | $11.6M |
| Cerity Partners LLC | 0.02% | Add +7.5% | 38,710 | $11.5M |
| Northern Trust Corp. | 0.00% | Add +2.9% | 38,228 | $11.4M |
| Adventist Health System/ West | 1.85% | Reduce -31.5% | 38,149 | $11.4M |
| Mechanics Bank Trust Department | 1.59% | Add +22.3% | 38,129 | $11.3M |
| Compound Planning, Inc. | 0.36% | Reduce -0.8% | 37,536 | $11.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -8.2% | 37,262 | $11.1M |
| Performance Wealth Partners, LLC | 0.31% | Reduce -2.0% | 37,161 | $11.1M |
| WP Advisors, LLC | 2.79% | Reduce -4.5% | 36,837 | $11.0M |
| Cornerstone Wealth Advisors, Inc. | 2.63% | Reduce -5.1% | 36,472 | $10.9M |
| Gladwyn Financial Advisors, Inc. | 7.56% | Add +0.4% | 35,400 | $10.5M |
| Jmac Enterprises LLC | 2.08% | Add +0.0% | 35,279 | $10.5M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -3.9% | 35,138 | $10.5M |
| CX Institutional | 0.31% | Reduce -0.5% | 34,713 | $10.3M |
| Marion Wealth Management | 2.42% | Add +0.3% | 34,216 | $10.2M |
| Larson Financial Group LLC | 0.36% | Reduce -33.8% | 34,080 | $10.1M |
| First American Trust, FSB | 0.72% | Add +1.8% | 33,327 | $9.9M |
| Schneider Downs Wealth Management Advisors, LP | 1.17% | Add +1.3% | 33,021 | $9.8M |
| SWAN Capital LLC | 3.92% | Reduce -27.7% | 32,488 | $9.7M |
| RFG Advisory, LLC | 0.20% | Add +15.3% | 31,793 | $9.5M |
| Highland Capital Management, LLC | 0.47% | Reduce -0.2% | 31,683 | $9.4M |
| Systelligence, LLC | 1.79% | Add +72.0% | 31,653 | $9.4M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Reduce -5.1% | 30,953 | $9.2M |
| CJM Wealth Advisers, Ltd. | 2.82% | Add +72.4% | 30,791 | $9.2M |
| Bishop & Co Investment Management, LLC | 3.06% | Add +0.7% | 30,736 | $9.1M |
| Cornerstone Management, Inc. | 1.50% | Add +7.1% | 30,415 | $9.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -11.8% | 30,374 | $9.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.55% | Add +5.2% | 30,278 | $9.0M |
| Fee-Only Financial Planning, L.C. | 5.25% | Add +0.0% | 30,247 | $9.0M |
| Arvest Investments, Inc. | 1.27% | Reduce -0.5% | 29,782 | $8.9M |
| Towerpoint Wealth, LLC | 3.54% | Add +0.6% | 29,051 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +113.8% | 28,736 | $8.6M |
| HB Wealth Management, LLC | 0.06% | Reduce -1.0% | 28,606 | $8.5M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Add +11.4% | 28,427 | $8.5M |
| Blair William & Co. | 0.02% | Add +0.6% | 28,389 | $8.4M |
| Performa Ltd (US), LLC | 2.21% | Add +0.1% | 28,004 | $8.3M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -4.0% | 27,933 | $8.3M |
| Trust Co of the South | 1.35% | Add +2.4% | 27,301 | $8.1M |
| Independent Financial Group, LLC | 0.19% | Reduce -1.6% | 27,155 | $8.1M |
| Strategic Investment Advisors / MI | 0.72% | Reduce -99.4% | 167 | $8.0M |
| GHP Investment Advisors, Inc. | 0.33% | Add +0.4% | 26,656 | $7.9M |
| Black Diamond Financial, LLC | 0.88% | Add +55.3% | 26,327 | $7.8M |
| Waverly Advisors, LLC | 0.08% | Reduce -0.8% | 26,215 | $7.8M |
| NFSG Corp | 1.17% | Add +3.6% | 26,212 | $7.8M |
| Checchi Capital Advisers, LLC | 0.53% | Add +853.5% | 25,889 | $7.7M |
| Cary Street Partners Financial LLC | 0.20% | Add +5.0% | 25,874 | $7.7M |
| Capital Management Associates, Inc | 2.06% | Add +11.0% | 25,560 | $7.6M |
| Glenmede Investment Management, LP | 0.04% | Add +12.1% | 25,532 | $7.6M |
| Ifrah Financial Services, Inc. | 1.95% | Reduce -0.8% | 25,275 | $7.5M |
| Relyea Zuckerberg Hanson LLC | 0.78% | Reduce -0.3% | 24,868 | $7.4M |
| Advisory Alpha, LLC | 0.21% | Add +9.6% | 24,513 | $7.4M |
| Bank of Montreal | 0.00% | Add +8.0% | 24,307 | $7.2M |
| Dopkins Wealth Management, LLC | 3.04% | Reduce -5.3% | 24,247 | $7.2M |
| Leeward Financial Partners, LLC | 2.04% | Add +7.2% | 24,088 | $7.2M |
| SkyOak Wealth, LLC | 1.28% | Reduce -2.7% | 22,700 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -6.5% | 22,573 | $6.7M |
| Texas Yale Capital Corp. | 0.21% | Reduce -0.2% | 22,380 | $6.7M |
| Pinnacle Financial Partners Inc | 0.16% | Add +1.1% | 22,012 | $6.6M |
| Old National Bancorp | 0.11% | Add +0.1% | 21,736 | $6.5M |
| Harbour Investments, Inc. | 0.15% | Add +8.2% | 21,578 | $6.4M |
| Everhart Financial Group, Inc. | 0.62% | Add +6.4% | 20,882 | $6.2M |
| &partners | 0.04% | Add +5.6% | 20,544 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 20,493 | $6.1M |
| Krilogy Financial LLC | 0.23% | Add +79.3% | 20,157 | $6.1M |
| Members Trust Co | 0.20% | Reduce -4.0% | 20,327 | $6.0M |
| Associated Banc-Corp | 0.16% | Add +0.8% | 20,312 | $6.0M |
| Financial Advisors Network, Inc. | 0.85% | Add +6.6% | 20,194 | $6.0M |
| Wolff Financial Management LLC | 1.40% | Reduce -0.3% | 20,194 | $6.0M |
| Summit Financial, LLC | 0.09% | Add +4.6% | 19,410 | $5.8M |
| Ackerman Capital Advisors, LLC | 1.21% | Add +4.7% | 19,401 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.7% | 19,194 | $5.7M |
| Verdence Capital Advisors LLC | 0.33% | Add +11.7% | 18,385 | $5.7M |
| Commerce Bank | 0.03% | Add +9.4% | 19,040 | $5.7M |
| Advisory Services Network, LLC | 0.08% | Add +0.1% | 18,960 | $5.6M |
| Wealthfront Advisers LLC | 0.01% | Add +2.0% | 18,708 | $5.6M |
| Joel Isaacson & Co., LLC | 0.20% | Add +0.5% | 18,574 | $5.5M |
| Prosperity Planning, Inc. | 2.07% | Reduce -2.1% | 18,441 | $5.5M |
| Chicago Partners Investment Group LLC | 0.14% | Add +1.9% | 17,878 | $5.5M |
| Brown Advisory Inc. | 0.01% | Reduce -3.6% | 18,250 | $5.4M |
| Mainsail Asset Management, LLC | 2.34% | Add +2.9% | 17,956 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -8.9% | 17,878 | $5.3M |
| Bailard, Inc. | 0.11% | No change | 17,766 | $5.3M |
| Councilor Wealth, LLC | 2.43% | Reduce -4.1% | 17,606 | $5.2M |
| Eclectic Associates Inc. | 0.95% | Reduce -2.3% | 17,467 | $5.2M |
| Betterment LLC | 0.01% | Add +1.9% | 17,445 | $5.2M |
| Fifth Third Securities, Inc. | 0.35% | Add +2.3% | 17,411 | $5.2M |
| First Heartland Consultants, Inc. | 0.42% | Reduce -2.4% | 17,405 | $5.2M |
| CENTRAL TRUST Co | 0.11% | Add +25.9% | 17,309 | $5.2M |
| Titleist Asset Management, LLC | 0.45% | Add +3.5% | 17,089 | $5.1M |
| Zeit Capital LLC | 3.35% | Reduce -0.4% | 16,576 | $4.9M |
| Creative Financial Designs Inc. | 0.33% | Reduce -7.9% | 16,457 | $4.9M |
| Essential Planning, LLC. | 1.67% | Reduce -3.6% | 16,261 | $4.8M |
| Peak Retirement Planning, Inc. | 1.36% | Add +98.3% | 16,255 | $4.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +6.9% | 16,167 | $4.8M |
| Integrity Alliance, Llc. | 0.23% | Reduce -42.3% | 16,139 | $4.8M |
| Meritage Portfolio Management | 0.32% | Reduce -12.5% | 15,940 | $4.7M |
| Tenret Co LLC | 2.45% | Add +0.3% | 15,887 | $4.7M |
| Gemmer Asset Management LLC | 0.38% | No change | 15,883 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +1.5% | 15,756 | $4.7M |
| Clayton Financial Group LLC | 3.42% | Add +119.0% | 15,707 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +2.2% | 15,684 | $4.7M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -1.7% | 15,652 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 15,611 | $4.6M |
| Stephen J. Garry & Associates, LLC | 3.70% | Reduce -0.1% | 15,549 | $4.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +0.1% | 15,547 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.9% | 15,396 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -37.8% | 15,329 | $4.6M |
| GTS Securities LLC | 0.17% | New | 15,231 | $4.5M |
| Transamerica Financial Advisors, LLC | 0.38% | Add +0.9% | 15,218 | $4.5M |
| LifePlan Investment Advisors, Inc. | 1.87% | Add +2.0% | 14,978 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -3.3% | 14,523 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +12.1% | 14,471 | $4.3M |
| Thrive Capital Management, LLC | 1.11% | Add +54.9% | 14,466 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -1.5% | 14,447 | $4.3M |
| Brighton Jones LLC | 0.10% | Reduce -2.5% | 14,381 | $4.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +11.8% | 14,249 | $4.2M |
| Holderness Investments Co. | 0.87% | Reduce -3.9% | 14,246 | $4.2M |
| OneAscent Financial Services LLC | 0.28% | Add +9.4% | 14,219 | $4.2M |
| Seek First Inc. | 3.04% | Add +1.4% | 14,214 | $4.2M |
| RTD Financial Advisors, Inc. | 0.51% | Add +0.4% | 14,173 | $4.2M |
| Nabity-Jensen Investment Management Inc | 2.87% | Reduce -2.5% | 13,915 | $4.1M |
| Martel Wealth Advisors LLC | 0.72% | Reduce -2.6% | 13,850 | $4.1M |
| Cornerstone Advisory, LLC | 0.40% | Reduce -0.4% | 13,696 | $4.1M |
| Crestwood Advisors Group, LLC | 0.07% | Add +3.4% | 13,631 | $4.1M |
| Probity Advisors, Inc. | 0.64% | Reduce -0.1% | 13,314 | $4.0M |
| Kera Capital Partners, Inc. | 0.59% | Add +11.7% | 13,294 | $4.0M |
| Wesbanco Bank Inc. | 0.11% | Reduce -73.1% | 13,261 | $3.9M |
| Ally Invest Advisors Inc. | 0.28% | Add +10.4% | 13,134 | $3.9M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.1% | 12,940 | $3.9M |
| Institute for Wealth Management, LLC. | 0.40% | Add +26.8% | 12,867 | $3.8M |
| Warner Financial, Inc. | 1.42% | Add +2.1% | 12,780 | $3.8M |
| Curbstone Financial Management Corp | 0.72% | Reduce -0.4% | 12,620 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +51.2% | 12,610 | $3.8M |
| First Horizon Corp. | 0.17% | — | 12,359 | $3.7M |
| TAGStone Capital, Inc. | 1.43% | Add +0.5% | 12,088 | $3.6M |
| Acropolis Investment Management, LLC | 0.18% | Add +0.9% | 12,703 | $3.5M |
| SilverOak Wealth Management LLC | 0.59% | Add +1.3% | 11,795 | $3.5M |
| Riversedge Advisors, LLC | 0.59% | Reduce -4.4% | 11,782 | $3.5M |
| Hilltop National Bank | 0.86% | Add +4.2% | 11,690 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +11.0% | 11,644 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +369.9% | 11,630 | $3.5M |
| Alpine Bank Wealth Management | 0.49% | No change | 11,614 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +1.8% | 11,538 | $3.4M |
| Center for Financial Planning, Inc. | 0.35% | Reduce -5.1% | 11,135 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.65% | Reduce -2.0% | 11,082 | $3.3M |
| Falcon Wealth Planning | 0.29% | Reduce -3.1% | 11,023 | $3.3M |
| Tower View Wealth Management LLC | 1.69% | Reduce -14.5% | 10,951 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -0.6% | 10,926 | $3.3M |
| Western Wealth Management, LLC | 0.17% | Add +0.4% | 10,917 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +78.2% | 10,908 | $3.2M |
| Aire Advisors, LLC | 0.59% | Reduce -0.0% | 10,898 | $3.2M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -0.8% | 10,683 | $3.2M |
| Accel Wealth Management | 0.91% | Add +30.8% | 10,519 | $3.1M |
| MSH Capital Advisors LLC | 0.83% | No change | 10,379 | $3.1M |
| Midwest Trust Co | 0.04% | Reduce -5.4% | 10,226 | $3.0M |
| Paces Ferry Wealth Advisors, LLC | 1.26% | Add +0.5% | 10,207 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +18.4% | 10,203 | $3.0M |
| Trustmark Bank Trust Department | 0.19% | Reduce -12.6% | 10,036 | $3.0M |
| Cranbrook Wealth Management, LLC | 0.59% | Reduce -11.4% | 9,932 | $3.0M |
| Wealthspire Retirement, LLC | 0.19% | Add +53.3% | 9,879 | $2.9M |
| KPP Advisory Services LLC | 0.43% | Reduce -0.8% | 9,809 | $2.9M |
| Infinity Wealth Counsel, LLC | 2.83% | Add +0.5% | 9,797 | $2.9M |
| Bessemer Group Inc. | 0.00% | No change | 9,788 | $2.9M |
| Brookstone Capital Management | 0.03% | Add +115.8% | 9,677 | $2.9M |
| Matisse Capital | 1.28% | No change | 9,554 | $2.8M |
| Disciplined Investments, LLC | 1.13% | Reduce -9.3% | 9,552 | $2.8M |
| Aurelius Family Office LLC | 1.26% | Add +2.6% | 9,480 | $2.8M |
| Greenwood Capital Associates LLC | 0.32% | Add +0.6% | 9,438 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.45% | Reduce -8.5% | 9,360 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -2.3% | 9,278 | $2.8M |
| Vanguard Group Inc. | 0.00% | Add +7.8% | 9,234 | $2.7M |
| FAS Wealth Partners, Inc. | 0.19% | Add +0.5% | 9,201 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.39% | Reduce -5.2% | 9,114 | $2.7M |
| Noble Family Wealth, LLC | 0.60% | No change | 9,113 | $2.7M |
| Brown Wealth Management, LLC | 0.76% | Add +0.1% | 9,104 | $2.7M |
| Pillar Financial Advisors, LLC | 1.70% | Reduce -0.4% | 9,073 | $2.7M |
| Sovran Advisors, LLC | 0.24% | Add +34.8% | 8,926 | $2.7M |
| Shelton Wealth Management, LLC | 1.24% | Reduce -3.5% | 8,968 | $2.7M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -3.7% | 8,921 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -0.8% | 8,899 | $2.6M |
| Valley National Advisers Inc. | 0.39% | Reduce -4.6% | 8,555 | $2.5M |
| Mission Wealth Management, LP | 0.05% | Add +9.8% | 8,363 | $2.5M |
| Sterling Financial Planning, Inc. | 0.77% | Reduce -1.4% | 8,164 | $2.4M |
| Juncture Wealth Strategies, LLC | 0.81% | Reduce -27.2% | 8,163 | $2.4M |
| StoneX Group Inc. | 0.11% | Reduce -0.8% | 8,152 | $2.4M |
| Archford Capital Strategies, LLC | 0.29% | Reduce -62.6% | 8,091 | $2.4M |
| Compass Ion Advisors, LLC | 0.23% | Reduce -1.7% | 8,077 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.5% | 8,047 | $2.4M |
| Tradition Wealth Management, LLC | 0.18% | Add +4.4% | 7,971 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -20.3% | 7,951 | $2.4M |
| River Wealth Advisors LLC | 0.28% | Reduce -1.1% | 7,932 | $2.4M |
| Tudor Investment Corporation | 0.02% | Reduce -79.1% | 7,916 | $2.4M |
| PFG Private Wealth Management, LLC | 1.04% | New | 7,817 | $2.3M |
| Integrity Wealth Solutions LLC | 1.04% | Add +1.7% | 7,817 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -6.6% | 7,782 | $2.3M |
| TFB Advisors LLC | 0.67% | Reduce -16.1% | 7,633 | $2.3M |
| Trust Point Inc. | 0.19% | Add +0.1% | 7,757 | $2.3M |
| Curtis Advisory Group, LLC | 0.52% | Add +7.9% | 7,756 | $2.3M |
| Heritage Wealth Management, Inc. | 1.56% | Add +4.1% | 7,675 | $2.3M |
| InTrack Investment Management Inc | 1.34% | Add +6.4% | 7,553 | $2.2M |
| Parkside Financial Bank & Trust | 0.17% | Add +81.5% | 7,453 | $2.2M |
| Sonoma Allocations LLC | 0.81% | — | 7,347 | $2.2M |
| Mustard Seed Financial, LLC | 1.42% | Add +4.1% | 7,406 | $2.2M |
| Insight Advisors, LLC/ PA | 0.34% | Reduce -1.0% | 7,380 | $2.2M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -51.8% | 7,366 | $2.2M |
| BTC Capital Management, Inc. | 0.15% | Reduce -1.1% | 7,326 | $2.2M |
| Creekside Partners | 0.96% | Reduce -3.8% | 7,295 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +11.1% | 7,275 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.5% | 7,257 | $2.2M |
| Dentgroup LLC | 1.39% | Reduce -0.7% | 7,249 | $2.2M |
| Tobias Financial Advisors, Inc. | 0.32% | Reduce -0.1% | 7,159 | $2.1M |
| Keybank National Association | 0.01% | Reduce -18.3% | 7,157 | $2.1M |
| Opulen Financial Group LLC | 1.61% | Add +3.2% | 7,127 | $2.1M |
| Whittier Trust Co. | 0.02% | Add +0.1% | 7,010 | $2.1M |
| Founders Financial Securities LLC | 0.14% | Add +1.1% | 7,096 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Reduce -1.1% | 7,081 | $2.1M |
| Vickerman Investment Advisors, Inc. | 0.43% | Add +0.0% | 7,081 | $2.1M |
| Moneco Advisors, LLC | 0.17% | Add +1.8% | 7,039 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +17.6% | 7,039 | $2.1M |
| Milestone Asset Management Group, LLC | 1.31% | Add +4.3% | 7,013 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -8.1% | 6,985 | $2.1M |
| Caprock Group, LLC | 0.05% | — | 7,086 | $2.1M |
| IHT Wealth Management, LLC | 0.05% | Reduce -7.5% | 6,946 | $2.1M |
| Simmons Bank | 0.14% | Reduce -4.0% | 6,935 | $2.1M |
| One Charles Private Wealth Services, LLC | 0.53% | Reduce -1.5% | 6,828 | $2.0M |
| Citizens Financial Group Inc. | 0.03% | Reduce -42.4% | 6,775 | $2.0M |
| Harbour Capital Advisors, LLC | 0.41% | No change | 6,686 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.74% | Reduce -1.1% | 6,764 | $2.0M |
| Covington Investment Advisors Inc. | 0.26% | Add +8.6% | 6,761 | $2.0M |
| Richardson Financial Services Inc. | 1.24% | Reduce -1.2% | 6,744 | $2.0M |
| Bokf, NA | 0.03% | Reduce -5.1% | 6,683 | $2.0M |
| Argent Trust Co | 0.07% | No change | 6,588 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.69% | Reduce -24.7% | 6,543 | $1.9M |
| Harbor Asset Planning, Inc. | 1.74% | Reduce -1.2% | 6,522 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.1% | 6,515 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.4% | 6,358 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Add +9.4% | 6,348 | $1.9M |
| Visionary Wealth Advisors | 0.09% | Add +11.7% | 6,326 | $1.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.52% | Reduce -4.7% | 6,320 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.30% | Add +4.2% | 6,272 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +5.6% | 6,188 | $1.8M |
| Quadcap Wealth Management, LLC | 0.22% | Add +0.1% | 6,183 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +5.3% | 6,132 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | Reduce -66.7% | 6,133 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -0.5% | 6,120 | $1.8M |
| Winthrop Capital Management, LLC | 0.44% | Add +3.4% | 6,049 | $1.8M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -4.4% | 5,986 | $1.8M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -24.8% | 5,984 | $1.8M |
| Allworth Financial LP | 0.01% | Add +0.9% | 5,979 | $1.8M |
| Wealth Alliance, LLC | 0.18% | Reduce -1.6% | 5,962 | $1.8M |
| Wealthedge Investment Advisors, LLC | 0.67% | Add +3.4% | 5,919 | $1.8M |
| AQR Capital Management | 0.00% | Add +253.2% | 5,888 | $1.8M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 5,852 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.82% | Reduce -7.1% | 5,829 | $1.7M |
| Tranquility Partners, LLC | 0.58% | Add +7.7% | 5,776 | $1.7M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -9.2% | 5,745 | $1.7M |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 5,737 | $1.7M |
| Financial Connections Group, Inc. | 0.66% | Reduce -8.2% | 5,718 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -0.7% | 5,711 | $1.7M |
| Sagace Wealth Management LLC | 1.16% | Reduce -4.0% | 5,699 | $1.7M |
| Rebalance, LLC | 0.10% | Reduce -0.1% | 5,692 | $1.7M |
| Meridian Financial Advisors, LLC | 0.95% | Reduce -2.4% | 5,692 | $1.7M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -0.3% | 5,690 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.50% | Add +9.8% | 5,579 | $1.7M |
| Clark Financial Services Group Inc. | 0.88% | Add +1.0% | 5,556 | $1.7M |
| Sage Mountain Advisors LLC | 0.09% | Reduce -1.6% | 5,550 | $1.7M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -4.5% | 5,550 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.25% | Add +0.1% | 5,520 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.3% | 5,502 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.26% | Reduce -0.8% | 5,495 | $1.6M |
| Sawgrass Asset Management LLC | 0.20% | Add +1.1% | 5,493 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -90.5% | 5,484 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +68.9% | 5,444 | $1.6M |
| Harbor Investment Advisory, LLC | 0.13% | Add +24.1% | 5,404 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.10% | Reduce -0.1% | 5,393 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.37% | No change | 5,378 | $1.6M |
| Consolidated Portfolio Review Corp | 0.20% | Reduce -18.9% | 5,350 | $1.6M |
| Ascentis Independent Advisors | 0.27% | Add +9.2% | 5,328 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +5.1% | 5,307 | $1.6M |
| Cooksen Wealth, LLC | 1.18% | Reduce -14.2% | 5,298 | $1.6M |
| Revisor Wealth Management LLC | 0.53% | Reduce -1.4% | 5,062 | $1.5M |
| PFG Advisors | 0.06% | New | 5,148 | $1.5M |
| Apriem Advisors | 0.14% | Add +7.0% | 5,107 | $1.5M |
| Wedmont Private Capital | 0.06% | Add +19.7% | 5,020 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +152.5% | 4,987 | $1.5M |
| Michels Family Financial, LLC | 1.16% | Add +2.4% | 4,991 | $1.5M |
| Cascade Wealth Advisors, Inc | 0.73% | No change | 4,896 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -5.1% | 4,962 | $1.5M |
| CGN Advisors LLC | 0.12% | Reduce -4.7% | 4,877 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.47% | Reduce -11.1% | 4,838 | $1.4M |
| Country Club Bank | 0.09% | No change | 4,815 | $1.4M |
| Manchester Capital Management LLC | 0.19% | Reduce -13.2% | 4,780 | $1.4M |
| Apella Capital, LLC | 0.03% | Add +118.3% | 4,713 | $1.4M |
| Opus Capital Group, LLC | 0.16% | Add +0.0% | 4,766 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -65.9% | 4,731 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.5% | 4,726 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +21.7% | 4,720 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.8% | 4,703 | $1.4M |
| Stanich Group LLC | 0.86% | Add +3.6% | 4,700 | $1.4M |
| Dravo Bay LLC | 0.62% | Add +1.9% | 4,693 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.33% | Reduce -3.5% | 4,678 | $1.4M |
| Fortis Capital Advisors, LLC | 0.22% | Reduce -2.1% | 4,653 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.1% | 4,653 | $1.4M |
| Uptick Partners, LLC | 0.36% | Reduce -3.6% | 4,627 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.25% | Add +4.5% | 4,547 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Add +2.5% | 4,501 | $1.3M |
| Aspiriant, LLC | 0.04% | Reduce -9.6% | 4,493 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.4% | 4,473 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +201.5% | 4,423 | $1.3M |
| Ironwood Financial, llc | 0.23% | Add +42.6% | 4,314 | $1.3M |
| Cornerstone Planning Group LLC | 0.21% | New | 17,199 | $1.3M |
| Grey Ledge Advisors, LLC | 0.29% | Reduce -0.5% | 4,309 | $1.3M |
| Hartline Investment Corp./ | 0.13% | No change | 4,306 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.7% | 4,302 | $1.3M |
| United Bank | 0.15% | Add +2.0% | 4,291 | $1.3M |
| Independent Wealth Network Inc. | 0.41% | Add +3.8% | 4,270 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -10.8% | 4,255 | $1.3M |
| Kennicott Capital Management LLC | 0.61% | Reduce -9.7% | 4,251 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Add +5.7% | 4,240 | $1.3M |
| Atlantic Family Wealth, LLC | 0.97% | Add +16.1% | 4,232 | $1.3M |
| City Holding Co. | 0.16% | Add +0.1% | 4,199 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.08% | Reduce -0.1% | 10,947 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +0.5% | 4,188 | $1.2M |
| Transatlantique Private Wealth LLC | 0.41% | Add +3.7% | 4,171 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +3.0% | 4,171 | $1.2M |
| Intergy Private Wealth, LLC | 0.39% | Add +5.4% | 4,162 | $1.2M |
| NorthStar Asset Management LLC | 0.59% | Add +6.8% | 4,160 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.4% | 4,160 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 4,110 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +35.5% | 4,103 | $1.2M |
| Trust Co | 0.12% | Add +1.1% | 4,095 | $1.2M |
| Gotham Asset Management | 0.01% | Add +26.3% | 4,079 | $1.2M |
| Diversified Trust Co. | 0.02% | Reduce -6.5% | 4,060 | $1.2M |
| St. Louis Trust Co | 0.15% | No change | 4,058 | $1.2M |
| Mayfair Advisory Group, LLC | 0.51% | Add +4.6% | 4,004 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +2.9% | 4,004 | $1.2M |
| Truepoint, Inc. | 0.03% | No change | 4,003 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +4.2% | 3,847 | $1.2M |
| Sunburst Financial Group, LLC | 0.24% | Reduce -0.1% | 3,906 | $1.2M |
| Willner & Heller, LLC | 0.89% | Reduce -3.0% | 3,885 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.7% | 3,859 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 3,840 | $1.1M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -3.1% | 3,821 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.6% | 3,805 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -6.7% | 3,800 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.7% | 3,798 | $1.1M |
| Washington Trust Advisors, Inc. | 0.09% | Add +0.3% | 3,778 | $1.1M |
| Investmark Advisory Group LLC | 0.49% | Reduce -3.1% | 3,774 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.51% | No change | 3,769 | $1.1M |
| Evergreen Wealth Management, LLC | 0.58% | Reduce -0.2% | 3,745 | $1.1M |
| Worth Asset Management, LLC | 0.50% | New | 3,722 | $1.1M |
| Arete Wealth Advisors, LLC | 0.07% | Add +51.5% | 3,696 | $1.1M |
| American Trust | 0.09% | Add +7.0% | 3,692 | $1.1M |
| Kure Advisory, LLC | 0.68% | Add +6.9% | 3,690 | $1.1M |
| Battery Global Advisors, LLC | 0.52% | No change | 3,680 | $1.1M |
| Royal Fund Management, LLC | 0.13% | Reduce -14.9% | 3,624 | $1.1M |
| Round Rock Advisors LLC | 0.17% | No change | 3,621 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -0.6% | 3,607 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.13% | No change | 3,860 | $1.1M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -0.1% | 3,570 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -5.4% | 3,565 | $1.1M |
| Center For Asset Management LLC | 0.56% | Reduce -23.4% | 3,530 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -1.5% | 3,518 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Reduce -0.7% | 3,504 | $1.0M |
| Macroview Investment Management LLC | 0.78% | Reduce -14.0% | 3,478 | $1.0M |
| Gen-Wealth Partners Inc | 0.35% | Add +174.1% | 3,470 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.5% | 3,446 | $1.0M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -24.2% | 3,442 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.54% | New | 3,439 | $1.0M |
| First United Bank & Trust | 0.33% | Add +3.8% | 3,410 | $1.0M |
| ERn Financial, LLC | 0.20% | Add +0.0% | 3,409 | $1.0M |
| Bay Capital Advisors, LLC | 0.66% | Reduce -6.3% | 3,403 | $1.0M |
| Accretive Wealth Partners, LLC | 0.31% | No change | 3,402 | $1.0M |
| BKM Wealth Management, LLC | 0.37% | Add +5.6% | 3,388 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +32.4% | 3,357 | $999K |
| WealthCare Investment Partners, LLC | 0.32% | Add +3.3% | 3,344 | $999K |
| BSW Wealth Partners | 0.12% | Reduce -4.5% | 3,347 | $996K |
| Diversified Enterprises, LLC | 0.07% | Reduce -6.8% | 3,343 | $995K |
| Goepper Burkhardt LLC | 0.34% | Reduce -9.9% | 3,337 | $993K |
| Wrenne Financial Planning LLC | 0.42% | Reduce -16.1% | 3,332 | $992K |
| Wedbush Securities Inc. | 0.03% | Add +56.3% | 3,317 | $987K |
| Foundations Investment Advisors, LLC | 0.01% | Add +96.7% | 3,259 | $970K |
| Stevens Capital Partners | 0.29% | Add +1.4% | 3,249 | $967K |
| Nalls Sherbakoff Group, LLC | 0.65% | Add +1.4% | 3,242 | $965K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.9% | 3,230 | $961K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -2.2% | 3,208 | $955K |
| CoreCap Advisors, LLC | 0.03% | Add +0.9% | 3,206 | $954K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -10.8% | 3,178 | $946K |
| Tandem Financial, LLC | 0.35% | Reduce -26.4% | 3,145 | $937K |
| Duncan Williams Asset Management, LLC | 0.26% | Reduce -2.9% | 3,143 | $935K |
| Gryphon Financial Partners LLC | 0.11% | Add +1.0% | 3,111 | $926K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.1% | 3,100 | $923K |
| Signet Financial Management, LLC | 0.11% | Reduce -6.2% | 3,078 | $916K |
| BIP Wealth, LLC | 0.04% | Add +88.5% | 3,058 | $910K |
| Balefire, LLC | 0.18% | Reduce -3.1% | 3,058 | $910K |
| Shoker Investment Counsel, Inc. | 0.27% | Add +0.1% | 3,054 | $909K |
| Fiduciary Trust Co | 0.01% | Reduce -0.5% | 3,046 | $907K |
| Glassman Wealth Services | 0.13% | No change | 3,015 | $897K |
| Empower Advisory Group, LLC | 0.00% | Add +0.5% | 2,988 | $889K |
| BCS Wealth Management | 0.20% | Reduce -0.5% | 2,977 | $886K |
| Freestone Capital Holdings, LLC | 0.03% | Add +129.6% | 2,976 | $886K |
| TD Private Client Wealth LLC | 0.02% | Add +14.0% | 2,965 | $882K |
| Stonebridge Financial Planning Group, LLC | 0.33% | Reduce -13.5% | 2,964 | $882K |
| Valley Forge Investment Consultants Inc. Adv | 0.26% | Add +14.1% | 2,945 | $876K |
| WealthShield Partners, LLC | 0.10% | Reduce -4.7% | 2,912 | $867K |
| McClarren Financial Advisors, Inc. | 0.53% | Reduce -14.7% | 2,971 | $866K |
| GEN Financial Management, INC. | 0.75% | Add +0.8% | 2,908 | $865K |
| Davis R M Inc. | 0.02% | No change | 2,903 | $864K |
| Friday Financial | 0.36% | No change | 2,899 | $863K |
| Koshinski Asset Management, Inc. | 0.06% | Add +5.0% | 2,884 | $858K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -4.1% | 2,859 | $851K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | New | 2,852 | $849K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.8% | 2,818 | $848K |
| Financial Alternatives, Inc | 0.51% | No change | 2,843 | $846K |
| Key Financial Inc | 0.16% | Add +25.4% | 2,823 | $843K |
| Evermay Wealth Management LLC | 0.10% | Reduce -0.6% | 2,825 | $842K |
| Strategic Investment Solutions, Inc. | 0.22% | Reduce -1.4% | 2,828 | $841K |
| 4WEALTH Advisors, Inc. | 0.78% | Add +3.6% | 2,825 | $841K |
| IFG Advisors, LLC | 0.14% | Reduce -1.2% | 2,816 | $838K |
| AlphaCore Capital LLC | 0.03% | Add +157.4% | 2,795 | $833K |
| Carl P. Sherr & Co., LLC | 0.39% | No change | 2,770 | $824K |
| First Trust Advisors LP | 0.00% | Add +59.6% | 2,755 | $820K |
| Glenview Trust Co | 0.01% | No change | 2,753 | $819K |
| Busey Bank | 0.02% | Reduce -4.8% | 2,752 | $819K |
| Coordinated Financial Services, Inc. | 0.53% | Reduce -0.7% | 2,751 | $819K |
| Compass Financial Group, INC | 0.12% | Reduce -1.0% | 2,741 | $816K |
| Wisconsin Wealth Advisors, LLC | 0.78% | No change | 2,740 | $815K |
| Diversify Advisory Services, LLC | 0.03% | Add +3.8% | 2,662 | $806K |
| Ballentine Partners, LLC | 0.01% | No change | 2,709 | $806K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +9.3% | 2,708 | $806K |
| Richmond Investment Services, LLC | 0.15% | Add +0.1% | 2,698 | $803K |
| BLB&B Advisors, LLC | 0.03% | Reduce -1.4% | 2,697 | $803K |
| Goodwin Investment Advisory | 0.86% | No change | 2,680 | $798K |
| Principal Securities, Inc. | 0.01% | Add +38.4% | 2,665 | $793K |
| Asset Dedication, LLC | 0.05% | Reduce -1.9% | 2,657 | $791K |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.4% | 2,647 | $788K |
| Keystone Financial Services, LLC | 0.55% | Add +3.7% | 2,640 | $786K |
| AMG National Trust Bank | 0.02% | Reduce -22.9% | 2,640 | $786K |
| Smartleaf Asset Management LLC | 0.05% | Add +52.0% | 2,630 | $785K |
| Steph & Co. | 0.24% | Add +2.9% | 2,637 | $785K |
| Ameritas Advisory Services, LLC | 0.05% | Add +23.7% | 2,627 | $782K |
| Keyvantage Wealth, LLC | 0.32% | Add +0.2% | 2,579 | $768K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $762K |
| BlackRock, Inc. | 0.00% | Add +611.2% | 2,546 | $758K |
| Cozad Asset Management Inc. | 0.06% | Add +0.0% | 2,510 | $747K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -0.4% | 2,495 | $743K |
| Hoge Financial Services, LLC | 0.42% | Reduce -0.4% | 2,485 | $740K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +0.1% | 2,485 | $740K |
| XY Planning Network, Inc. | 0.25% | No change | 2,670 | $739K |
| J Hagan Capital, Inc. | 0.45% | Add +24.7% | 2,476 | $737K |
| William Mack & Associates, Inc. | 0.40% | Reduce -6.8% | 2,474 | $736K |
| Norden Group LLC | 0.07% | Add +60.7% | 2,454 | $730K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,426 | $723K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.3% | 2,416 | $719K |
| Magnus Financial Group LLC | 0.06% | Add +0.1% | 2,410 | $717K |
| Coldstream Capital Management Inc. | 0.01% | Add +13.7% | 2,410 | $717K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -5.0% | 2,394 | $712K |
| Dahring | Cusmano LLC | 0.51% | Add +11.9% | 2,386 | $710K |
| Solutions 4 Wealth, Ltd | 1.10% | Add +0.1% | 2,376 | $707K |
| CreativeOne Wealth, LLC | 0.02% | Add +26.6% | 2,374 | $707K |
| Fingerlakes Wealth Management, Inc. | 0.46% | Add +6.2% | 2,368 | $705K |
| Windward Private Wealth Management Inc. | 0.24% | Reduce -6.8% | 2,367 | $704K |
| Smithfield Trust Co | 0.03% | Add +4.4% | 2,363 | $700K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -5.5% | 2,346 | $698K |
| Integrated Capital Management, LLC | 0.31% | Reduce -0.8% | 2,247 | $695K |
| Aviso Wealth Management | 0.30% | No change | 2,335 | $695K |
| Capital Squared Financial LLC | 0.60% | Add +152.7% | 2,330 | $693K |
| Fiducient Advisors LLC | 0.08% | Add +3.1% | 2,315 | $690K |
| Anchor Investment Management, LLC | 0.06% | Add +15.6% | 2,317 | $690K |
| Procyon Advisors, LLC | 0.04% | Reduce -10.2% | 2,267 | $675K |
| Glass Jacobson Investment Advisors llc | 0.24% | No change | 2,257 | $672K |
| Tsfg, LLC | 0.11% | Reduce -7.0% | 2,248 | $669K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.5% | 2,246 | $668K |
| Fusion Capital, LLC | 0.19% | Add +0.3% | 2,192 | $666K |
| World Equity Group, Inc. | 0.15% | Reduce -0.1% | 2,236 | $665K |
| Choate Investment Advisors | 0.01% | No change | 2,224 | $662K |
| Orin Green Financial, LLC | 0.26% | No change | 2,224 | $662K |
| Marino, Stram & Associates LLC | 0.12% | Add +61.2% | 2,218 | $660K |
| Bell Bank | 0.03% | Reduce -0.8% | 2,169 | $646K |
| Daymark Wealth Partners, LLC | 0.02% | Add +11.2% | 2,159 | $642K |
| Maridea Wealth Management LLC | 0.10% | New | 2,100 | $639K |
| Waller Financial Planning Group, Inc. | 0.15% | Reduce -0.7% | 2,145 | $638K |
| CCG Wealth Management, LLC | 0.30% | Add +8.2% | 2,142 | $638K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +35.4% | 2,128 | $634K |
| Capital Analysts, LLC | 0.02% | Add +260.9% | 2,122 | $631K |
| Atlas Legacy Advisors, LLC | 0.12% | Add +1.9% | 2,116 | $630K |
| Everstar Asset Management, LLC | 0.36% | Reduce -0.1% | 2,113 | $629K |
| Lee Danner & Bass Inc. | 0.05% | Add +0.8% | 2,093 | $623K |
| Rinkey Investments | 0.16% | No change | 2,066 | $615K |
| Pacific Sun Financial Corp | 0.30% | No change | 2,064 | $614K |
| Northeast Investment Management | 0.02% | No change | 2,061 | $613K |
| NCP Inc. | 0.46% | No change | 2,058 | $613K |
| Clarity Capital Advisors, LLC | 0.33% | Add +0.1% | 2,032 | $605K |
| QRG Capital Management, Inc. | 0.01% | Reduce -17.5% | 2,028 | $604K |
| Csenge Advisory Group | 0.03% | Reduce -60.4% | 2,025 | $603K |
| SteelPeak Wealth, LLC | 0.02% | Add +46.6% | 2,021 | $602K |
| Oldfather Financial Services, LLC | 0.19% | No change | 2,012 | $599K |
| Discipline Wealth Solutions, LLC | 0.16% | New | 2,002 | $596K |
| GWN Securities Inc. | 0.14% | Reduce -42.2% | 1,983 | $594K |
| SPC Financial, Inc. | 0.05% | Add +0.1% | 1,985 | $591K |
| Genesis Private Wealth, LLC | 0.25% | Reduce -0.1% | 1,981 | $589K |
| Silverlake Wealth Management LLC | 0.14% | Add +13.6% | 1,980 | $589K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,974 | $588K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -8.4% | 1,972 | $587K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -1.8% | 1,971 | $587K |
| Verity Asset Management, Inc. | 0.19% | Add +119.4% | 1,968 | $586K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -3.0% | 1,966 | $585K |
| Taylor Financial Group, Inc. | 0.33% | Reduce -1.1% | 1,950 | $580K |
| WoodTrust Financial Corp | 0.07% | New | 1,945 | $579K |
| Apeiron RIA LLC | 0.13% | Reduce -12.2% | 1,934 | $578K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +0.5% | 1,923 | $572K |
| Athena Investment Management | 0.30% | Reduce -11.0% | 1,915 | $570K |
| Brady Martz Wealth Solutions, LLC | 0.10% | No change | 1,911 | $569K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -24.9% | 1,911 | $569K |
| Resolute Advisors LLC | 0.14% | Add +0.2% | 1,891 | $564K |
| ProVise Management Group, LLC | 0.04% | Reduce -10.7% | 1,887 | $562K |
| Klingman & Associates, LLC | 0.03% | Add +77.7% | 1,885 | $561K |
| Financial Freedom, LLC | 0.28% | Add +0.1% | 1,874 | $558K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 1,873 | $557K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +131.0% | 1,871 | $557K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Add +1.3% | 1,867 | $556K |
| Wheelhouse Advisory Group LLC | 0.24% | Reduce -1.8% | 1,863 | $555K |
| IFG Advisory, LLC | 0.03% | Reduce -3.6% | 1,859 | $553K |
| Eagle Strategies LLC | 0.07% | Reduce -8.6% | 1,859 | $553K |
| First Manhattan Co. Llc. | 0.00% | Add +1.4% | 1,853 | $552K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -28.8% | 1,851 | $551K |
| Shepherd Financial Partners LLC | 0.05% | No change | 1,841 | $548K |
| SFG Wealth Management, LLC. | 0.24% | Reduce -49.9% | 1,841 | $548K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.1% | 1,840 | $548K |
| Plancorp, LLC | 0.02% | Reduce -9.4% | 1,832 | $545K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.4% | 1,822 | $542K |
| RKL Wealth Management LLC | 0.05% | Reduce -5.0% | 1,820 | $542K |
| McGuire Investment Group, LLC | 0.06% | Reduce -1.3% | 1,814 | $540K |
| Sigma Investment Counselors Inc. | 0.03% | Add +18.9% | 1,806 | $537K |
| Finward Bancorp | 0.41% | Add +14.3% | 1,801 | $536K |
| Arkadios Wealth Advisors | 0.01% | Add +104.2% | 1,797 | $535K |
| United Advisor Group, LLC | 0.07% | Reduce -2.4% | 1,794 | $534K |
| Petix & Botte Co | 0.12% | No change | 1,792 | $533K |
| Axis Wealth Partners, LLC | 0.31% | Add +0.1% | 1,779 | $529K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -0.7% | 1,775 | $528K |
| Mgo One Seven LLC | 0.01% | Add +11.6% | 1,765 | $525K |
| Invst, LLC | 0.06% | Reduce -83.8% | 1,757 | $523K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +2.1% | 1,757 | $523K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +9.5% | 1,753 | $522K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.9% | 1,744 | $519K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.4% | 1,740 | $518K |
| K2 Financial Inc. | 0.41% | Add +12.7% | 1,687 | $509K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -6.3% | 1,706 | $508K |
| SlateStone Wealth, LLC | 0.04% | No change | 1,702 | $507K |
| InvesTrust | 0.18% | No change | 1,697 | $505K |
| Nwam LLC | 0.03% | Reduce -22.7% | 1,677 | $504K |
| Unconventional Investor, LLC | 0.25% | Add +0.1% | 1,693 | $504K |
| 1776 Wealth LLC | 0.19% | Reduce -21.1% | 1,680 | $500K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.1% | 1,679 | $500K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | Add +1.0% | 1,667 | $496K |
| Ascent Group, LLC | 0.02% | Add +118.9% | 1,655 | $493K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | No change | 1,655 | $493K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -10.7% | 1,654 | $492K |
| Enclave Advisors LLC | 0.07% | New | 1,632 | $486K |
| Quantum Portfolio Management LLC | 0.14% | Reduce -18.1% | 1,628 | $485K |
| Provident Wealth Management, LLC | 0.15% | No change | 1,620 | $482K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -7.5% | 1,618 | $482K |
| Caldwell Trust Co | 0.04% | Add +1.8% | 1,618 | $482K |
| First Financial Corp. | 0.19% | Reduce -1.1% | 1,594 | $474K |
| MWA Asset Management | 0.26% | Reduce -7.5% | 1,579 | $470K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 1,563 | $465K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -11.4% | 1,559 | $464K |
| Courier Capital LLC | 0.03% | No change | 1,553 | $462K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +0.3% | 1,551 | $461K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -0.3% | 1,514 | $456K |
| Kovack Advisors, Inc. | 0.04% | Reduce -3.4% | 1,527 | $454K |
| Florida Financial Advisors, LLC | 0.14% | Reduce -2.9% | 1,523 | $454K |
| Clearstead Advisors, LLC | 0.01% | Reduce -10.9% | 1,514 | $451K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $449K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.1% | 1,510 | $449K |
| LongView Wealth Management | 0.12% | Reduce -2.6% | 1,508 | $449K |
| Nordwand Advisors, LLC | 0.07% | Reduce -50.0% | 1,500 | $446K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -4.5% | 1,498 | $446K |
| Bravias Capital Group, LLC | 0.30% | Reduce -2.4% | 1,498 | $446K |
| Aspen Grove Capital, LLC | 0.07% | Reduce -0.7% | 1,495 | $446K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 1,482 | $441K |
| Sapient Capital LLC | 0.01% | Reduce -1.6% | 1,465 | $438K |
| Cherrydale Wealth Management, LLC | 0.14% | Reduce -9.4% | 1,470 | $438K |
| Evanson Asset Management, LLC | 0.02% | Reduce -20.4% | 1,467 | $437K |
| Financial Insights, Inc. | 0.14% | Add +0.1% | 1,464 | $436K |
| S.A. Mason LLC | 0.19% | No change | 1,444 | $430K |
| Headland Capital, LLC | 0.12% | Reduce -1.4% | 1,443 | $429K |
| Signaturefd, LLC | 0.01% | No change | 1,438 | $428K |
| Salem Investment Counselors Inc. | 0.01% | Add +10.4% | 1,433 | $427K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,433 | $426K |
| Hemington Wealth Management | 0.06% | Reduce -9.5% | 1,431 | $425K |
| Sightline Wealth Advisors, LLC | 0.19% | Add +42.1% | 1,414 | $421K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +3.6% | 1,398 | $416K |
| Ewa, LLC | 0.11% | Add +0.1% | 1,394 | $415K |
| Sensible Money, LLC | 0.14% | No change | 1,394 | $415K |
| Keebeck Wealth Management | 0.05% | No change | 1,386 | $413K |
| Copia Wealth Management | 0.30% | Add +7.3% | 1,374 | $409K |
| NavPoint Financial, Inc. | 0.21% | Add +2.9% | 1,371 | $408K |
| Bowman & Co S.C. | 0.17% | Reduce -5.2% | 1,368 | $408K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 1,368 | $407K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.1% | 1,358 | $404K |
| Florida Trust Wealth Management Co | 0.01% | Add +0.9% | 1,353 | $403K |
| LGL Partners, LLC | 0.17% | No change | 1,350 | $402K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $402K |
| Planning Directions Inc. | 0.21% | Reduce -7.8% | 1,350 | $402K |
| SOL Capital Management CO | 0.04% | Reduce -17.0% | 1,344 | $400K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,340 | $399K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -2.4% | 1,335 | $397K |
| Davis Investment Partners, LLC | 0.14% | Add +0.1% | 1,326 | $396K |
| Passive Capital Management, LLC. | 0.13% | No change | 1,330 | $396K |
| Coppell Advisory Solutions LLC | 0.04% | Add +9.5% | 1,325 | $395K |
| West Bancorporation Inc. | 0.22% | New | 1,328 | $395K |
| Regent Peak Wealth Advisors LLC | 0.08% | — | 1,325 | $394K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,321 | $393K |
| Grove Street Fiduciary, LLC | 0.19% | No change | 1,319 | $393K |
| Cutler Investment Counsel LLC | 0.04% | Add +3.2% | 1,306 | $389K |
| Wealth Preservation Advisors, LLC | 0.23% | Add +1.9% | 1,301 | $387K |
| Argentarii, LLC | 0.15% | Add +18.1% | 1,295 | $385K |
| WealthTrak Capital Management LLC | 0.32% | Add +0.5% | 1,293 | $385K |
| Trilogy Capital Inc. | 0.02% | Reduce -4.1% | 1,288 | $383K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -44.2% | 1,287 | $383K |
| NorthRock Partners, LLC | 0.01% | Add +0.5% | 1,286 | $383K |
| SFI Advisors, LLC | 0.24% | Add +0.7% | 1,285 | $382K |
| Zions Bancorporation, National Association | 0.02% | No change | 1,285 | $382K |
| Jeppson Wealth Management, LLC | 0.12% | Add +0.2% | 1,284 | $382K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -12.7% | 1,284 | $382K |
| Wrapmanager Inc. | 0.12% | Reduce -57.2% | 1,275 | $379K |
| Savvy Advisors, Inc. | 0.02% | Reduce -2.5% | 1,270 | $378K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -0.5% | 1,249 | $378K |
| New Wave Wealth Advisors LLC | 0.15% | Reduce -93.9% | 1,266 | $377K |
| Kaizen Financial Strategies | 0.17% | Add +12.6% | 1,272 | $377K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.6% | 1,264 | $376K |
| Binnacle Investments Inc | 0.22% | Reduce -2.3% | 1,257 | $374K |
| Agate Pass Investment Management, LLC | 0.14% | Reduce -9.2% | 1,251 | $372K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.8% | 1,250 | $372K |
| Gilbert & Cook, Inc. | 0.05% | New | 1,246 | $371K |
| Bogart Wealth, LLC | 0.01% | Reduce -10.8% | 1,243 | $370K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,242 | $370K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.2% | 1,242 | $370K |
| Wells Financial Advisors INC | 0.49% | No change | 1,237 | $368K |
| Wealthspan Partners, LLC | 0.14% | No change | 1,229 | $366K |
| Quadrant Private Wealth Management, LLC | 0.07% | No change | 1,226 | $365K |
| Verus Financial Partners, Inc. | 0.03% | No change | 1,217 | $362K |
| Compass Capital Corp. /Ma/ | 0.16% | Add +12.9% | 1,202 | $362K |
| MAS Advisors LLC | 0.57% | Reduce -2.3% | 1,210 | $360K |
| Professional Financial Advisors, LLC | 0.07% | Add +45.1% | 1,197 | $356K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 1,193 | $355K |
| PFG Investments, LLC | 0.02% | Reduce -25.3% | 1,187 | $353K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -0.2% | 1,173 | $349K |
| Smith, Moore & Co. | 0.03% | Add +2.9% | 1,171 | $349K |
| Continuum Advisory, LLC | 0.04% | Reduce -12.1% | 1,163 | $346K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 1,159 | $345K |
| Northwest Financial Advisors | 0.44% | Add +1.9% | 1,157 | $344K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.3% | 1,150 | $342K |
| ICONIQ Capital, LLC | 0.00% | No change | 1,129 | $336K |
| American Money Management, LLC | 0.06% | Reduce -0.5% | 1,126 | $335K |
| Graney & King, LLC | 0.23% | Reduce -2.9% | 1,125 | $335K |
| Deutsche Bank AG | 0.00% | No change | 1,123 | $334K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,117 | $333K |
| Tactive Advisors, LLC | 0.09% | Add +0.7% | 1,118 | $333K |
| MBL Wealth, LLC | 0.03% | New | 1,113 | $331K |
| McDonald Partners LLC | 0.10% | Add +31.2% | 1,110 | $330K |
| Farmers National Bank | 0.08% | Add +9.0% | 1,110 | $330K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.9% | 1,107 | $329K |
| Sigma Planning Corp | 0.01% | Reduce -17.8% | 1,107 | $329K |
| Fonville Wealth Management LLC | 0.07% | No change | 1,105 | $329K |
| Golden State Wealth Management, LLC | 0.04% | No change | 1,104 | $329K |
| Essex Financial Services, Inc. | 0.02% | Add +31.7% | 1,104 | $329K |
| Orleans Capital Management Corp. | 0.21% | No change | 1,100 | $327K |
| ARK & TLK Investments, LLC | 0.10% | No change | 1,099 | $327K |
| FNY Investment Advisers, LLC | 0.11% | New | 1,100 | $327K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,098 | $327K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.2% | 1,097 | $326K |
| First Citizens Bank & Trust Co. | 0.01% | New | 1,096 | $326K |
| IPG Investment Advisors LLC | 0.06% | No change | 1,091 | $325K |
| PDS Planning, Inc | 0.02% | No change | 1,087 | $324K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 1,086 | $323K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,086 | $323K |
| Chapin Davis, Inc. | 0.08% | No change | 1,078 | $321K |
| Stewardship Advisors, LLC | 0.08% | No change | 1,074 | $320K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 1,072 | $319K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Add +19.7% | 1,070 | $318K |
| Alteri Wealth LLC | 0.11% | New | 1,062 | $316K |
| Brian Low Financial Group, LLC | 0.24% | Reduce -12.9% | 1,056 | $314K |
| Alexander Labrunerie & Co., Inc. | 0.12% | Add +7.6% | 1,046 | $311K |
| WBH Advisory Inc. | 0.02% | No change | 1,044 | $311K |
| PUREfi Wealth, LLC | 0.24% | No change | 1,039 | $309K |
| Spire Wealth Management | 0.01% | Add +0.8% | 1,029 | $306K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 1,020 | $304K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -0.5% | 1,012 | $301K |
| Financial Perspectives, Inc | 0.08% | Add +0.1% | 1,006 | $299K |
| Private Trust Co. NA | 0.03% | No change | 1,004 | $299K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 996 | $296K |
| Prospect Financial Services LLC | 0.17% | Reduce -43.4% | 996 | $296K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | Reduce -60.2% | 985 | $293K |
| Accurate Wealth Management, LLC | 0.04% | New | 961 | $291K |
| Axim Planning & Wealth | 0.23% | Reduce -2.3% | 967 | $288K |
| JMG Financial Group, Ltd. | 0.01% | No change | 958 | $285K |
| LaFleur & Godfrey LLC | 0.03% | Add +2.0% | 952 | $283K |
| Sutton Place Investors LLC | 0.16% | No change | 947 | $282K |
| LWM Advisors Inc. | 0.25% | No change | 942 | $280K |
| Headinvest, LLC | 0.06% | No change | 940 | $280K |
| Sepio Capital, LP | 0.02% | New | 937 | $279K |
| Peterson Wealth Advisors, LLC | 0.04% | Add +9.2% | 925 | $279K |
| Edge Financial Advisors LLC | 0.12% | No change | 934 | $278K |
| Carr Financial Group Corp | 0.08% | Reduce -5.5% | 934 | $278K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 933 | $278K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +7.6% | 930 | $277K |
| Net Worth Advisory Group | 0.08% | Reduce -64.4% | 928 | $276K |
| Foster Group, Inc. | 0.01% | Add +4.3% | 927 | $276K |
| Apollon Financial, LLC | 0.05% | No change | 923 | $275K |
| Spinnaker Trust | 0.02% | Reduce -5.1% | 917 | $273K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -9.0% | 909 | $271K |
| Saxon Interests, Inc. | 0.11% | No change | 923 | $270K |
| Ameriflex Group, Inc. | 0.10% | Add +453.7% | 908 | $270K |
| Argent Advisors, Inc. | 0.08% | No change | 905 | $269K |
| Vident Advisory, LLC | 0.00% | No change | 899 | $268K |
| Ti-Trust, Inc. | 0.17% | No change | 899 | $268K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 890 | $265K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.5% | 890 | $265K |
| Clark Asset Management, LLC | 0.03% | Add +21.9% | 889 | $265K |
| Obsidian Personal Planning Solutions LLC | 0.09% | Reduce -2.3% | 870 | $264K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +9.3% | 882 | $263K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 880 | $262K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -0.6% | 878 | $261K |
| Sage Financial Management Group, Inc. | 0.08% | No change | 877 | $261K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.1% | 876 | $261K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -13.5% | 871 | $259K |
| SageView Advisory Group, LLC | 0.01% | Add +16.8% | 869 | $259K |
| Apexium Financial, LP | 0.01% | Add +4.3% | 866 | $258K |
| Kropog Financial Group, LLC | 0.21% | Reduce -22.4% | 865 | $257K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 860 | $256K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -0.2% | 858 | $255K |
| Destiny Wealth Partners, LLC | 0.03% | New | 857 | $255K |
| International Assets Investment Management, LLC | 0.02% | No change | 914 | $253K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -12.2% | 849 | $253K |
| Investment Advisory Group, LLC | 0.07% | No change | 844 | $251K |
| Parsons Capital Management Inc. | 0.01% | No change | 842 | $251K |
| Fortitude Family Office, LLC | 0.07% | New | 840 | $250K |
| Rossmore Private Capital | 0.03% | No change | 835 | $249K |
| Confluence Wealth Services, Inc. | 0.01% | New | 834 | $248K |
| Linscomb Wealth, Inc. | 0.01% | No change | 829 | $247K |
| Stenger Family Office, LLC | 0.05% | No change | 2,716 | $247K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 810 | $241K |
| American National Bank & Trust | 0.02% | Reduce -87.2% | 810 | $241K |
| Horizon Investment Services, LLC | 0.09% | No change | 808 | $240K |
| HM Payson & Co. | 0.00% | No change | 808 | $240K |
| Mach-1 Financial Group, LLC | 0.04% | New | 804 | $239K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 804 | $239K |
| Neuberger Berman Group LLC | 0.00% | New | 802 | $239K |
| Vigilare Wealth Management | 0.08% | No change | 800 | $238K |
| Hurley Capital, LLC | 0.13% | Add +0.3% | 795 | $237K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +4.9% | 791 | $235K |
| WPG Advisers, LLC | 0.18% | Reduce -0.8% | 783 | $233K |
| Philadelphia Trust Co. | 0.02% | No change | 783 | $233K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 781 | $232K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 781 | $232K |
| Diversify Wealth Management, LLC | 0.01% | No change | 767 | $232K |
| Madison Park Capital Advisors, LLC | 0.19% | Add +0.1% | 777 | $231K |
| North Star Investment Management Corp. | 0.01% | No change | 774 | $230K |
| WMG Financial Advisors, LLC | 0.08% | Reduce -4.9% | 772 | $230K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 763 | $227K |
| Cove Private Wealth, LLC | 0.07% | No change | 759 | $226K |
| Dynamic Financial Group | 0.20% | No change | 757 | $225K |
| REDW Wealth LLC | 0.08% | No change | 752 | $224K |
| LexAurum Advisors, LLC | 0.03% | Add +2.5% | 750 | $223K |
| Quadrant Capital Group LLC | 0.01% | No change | 748 | $223K |
| Investment Research & Advisory Group, Inc. | 0.07% | New | 741 | $221K |
| Facet Wealth, Inc. | 0.00% | New | 740 | $220K |
| Sageworth Trust Co | 0.01% | New | 740 | $220K |
| F/m Investments LLC | 0.01% | No change | 740 | $220K |
| Destination Wealth Management | 0.01% | New | 738 | $220K |
| Uniting Wealth Partners, LLC | 0.05% | New | 734 | $219K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Add +0.1% | 727 | $216K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -16.2% | 707 | $216K |
| Five Pine Wealth Management | 0.15% | Reduce -2.2% | 726 | $216K |
| Triton Financial Group Inc | 0.14% | No change | 724 | $215K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 724 | $215K |
| Smith Salley Wealth Management | 0.01% | Reduce -0.8% | 720 | $214K |
| Channel Wealth LLC | 0.06% | Reduce -0.6% | 719 | $214K |
| Atlas Brown,Inc. | 0.06% | New | 715 | $213K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 715 | $213K |
| Regions Financial Corp. | 0.00% | New | 712 | $212K |
| Wealth Dimensions Group, Ltd. | 0.04% | New | 710 | $211K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -7.0% | 705 | $210K |
| Holos Integrated Wealth LLC | 0.12% | No change | 711 | $210K |
| Convergence Financial, LLC | 0.03% | Reduce -26.8% | 703 | $209K |
| Blackston Financial Advisory Group, LLC | 0.12% | New | 691 | $206K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 690 | $205K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -6.5% | 688 | $205K |
| Beacon Financial Group | 0.02% | New | 688 | $205K |
| Advisory Resource Group | 0.04% | New | 686 | $204K |
| Asset Allocation Strategies LLC | 0.04% | Reduce -22.4% | 684 | $204K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 684 | $204K |
| Midwest Financial Group LLC | 0.10% | New | 683 | $203K |
| Dupree Financial Group, LLC | 0.08% | New | 682 | $203K |
| MKT Advisors LLC | 0.08% | New | 679 | $203K |
| 180 Wealth Advisors, LLC | 0.02% | New | 677 | $201K |
| Rehmann Capital Advisory Group | 0.01% | New | 673 | $200K |
| Miller Financial Services LLC | 0.23% | Reduce -10.4% | 673 | $200K |
| Capstone Wealth Management Group, LLC | 0.08% | New | 673 | $200K |
| L.K. Benson & Company, P.C. | 0.11% | New | 673 | $200K |
| TFC Financial Management, Inc. | 0.02% | Add +1.6% | 649 | $193K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 649 | $193K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -5.3% | 648 | $193K |
| Proffitt & Goodson Inc. | 0.03% | No change | 609 | $181K |
| Dunhill Financial, LLC | 0.06% | Reduce -29.8% | 604 | $180K |
| First Pacific Financial | 0.02% | No change | 603 | $179K |
| Westfuller Advisors, LLC | 0.08% | New | 577 | $172K |
| Fairscale Capital, LLC | 0.12% | No change | 568 | $169K |
| Root Financial Partners, LLC | 0.01% | New | 559 | $166K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.4% | 548 | $163K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.2% | 543 | $161K |
| Concord Wealth Partners | 0.02% | Add +39.7% | 528 | $157K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +102.3% | 528 | $157K |
| Colonial Trust Co / SC | 0.02% | Reduce -12.5% | 526 | $154K |
| Colony Family Offices, LLC | 0.04% | No change | 503 | $150K |
| Legacy Bridge, LLC | 0.06% | Add +43.4% | 502 | $149K |
| BNP Paribas Financial Markets | 0.00% | Add +25.1% | 499 | $149K |
| New Millennium Group LLC | 0.07% | Reduce -13.5% | 499 | $148K |
| New Age Alpha Advisors, LLC | 0.01% | Add +818.5% | 496 | $148K |
| Independence Bank of Kentucky | 0.02% | No change | 463 | $138K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.24% | No change | 462 | $138K |
| Rothschild Investment LLC | 0.01% | No change | 450 | $134K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $133K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 446 | $133K |
| Fairman Group, LLC | 0.11% | Add +0.2% | 443 | $132K |
| Sunbelt Securities, Inc. | 0.01% | Add +168.3% | 432 | $129K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 426 | $127K |
| ORG Partners LLC | 0.02% | Add +2.4% | 420 | $125K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -4.7% | 404 | $120K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 400 | $119K |
| Trust Co. of Toledo NA | 0.01% | No change | 400 | $119K |
| Piscataqua Savings Bank | 0.09% | No change | 400 | $119K |
| Register Financial Advisors LLC | 0.05% | No change | 396 | $118K |
| Franklin Resources Inc. | 0.00% | No change | 396 | $118K |
| Ancora Advisors LLC | 0.00% | No change | 392 | $117K |
| Cloud Capital Management, LLC | 0.06% | New | 389 | $116K |
| Milestone Investment Advisors LLC | 0.03% | No change | 388 | $115K |
| VSM Wealth Advisory, LLC | 0.04% | Reduce -99.3% | 380 | $113K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $113K |
| JNBA Financial Advisors | 0.01% | No change | 375 | $112K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 371 | $110K |
| Horizon Bancorp Inc. | 0.05% | Reduce -60.1% | 371 | $110K |
| Old Second National Bank of Aurora | 0.02% | No change | 369 | $110K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -2.2% | 363 | $108K |
| Phillips Financial Management, LLC | 0.01% | Add +43.6% | 349 | $104K |
| Godsey & Gibb, Inc. | 0.01% | No change | 345 | $103K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $96K |
| Nemes Rush Group LLC | 0.01% | Add +0.3% | 312 | $93K |
| Alerus Financial NA | 0.00% | No change | 311 | $93K |
| Truvestments Capital LLC | 0.02% | Add +3.0% | 309 | $92K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 301 | $90K |
| Millstone Evans Group, LLC | 0.05% | No change | 285 | $85K |
| Chapman Financial Group, LLC | 0.06% | New | 283 | $84K |
| NBT Bank, N.A. | 0.01% | Add +22.1% | 343 | $84K |
| Logan Capital Management Inc. | 0.00% | Add +1.1% | 279 | $83K |
| Hanson & Doremus Investment Management | 0.01% | No change | 261 | $78K |
| Abound Wealth Management | 0.02% | Add +32.8% | 255 | $76K |
| Addison Advisors LLC | 0.02% | No change | 255 | $76K |
| West Financial Advisors, LLC | 0.01% | No change | 254 | $76K |
| Wagner Wealth Management, LLC | 0.02% | No change | 251 | $75K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 251 | $75K |
| Horizon Financial Services, LLC | 0.03% | Add +63.8% | 244 | $73K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -61.3% | 242 | $72K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $72K |
| Trust Co. of Vermont | 0.00% | Add +1038.1% | 239 | $71K |
| FSA Wealth Management LLC | 0.03% | New | 236 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $70K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $69K |
| National Bank of Canada | 0.00% | No change | 230 | $68K |
| Valued Wealth Advisors LLC | 0.03% | No change | 225 | $67K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $65K |
| Mechanics Financial Corp | 0.02% | No change | 215 | $64K |
| City State Bank | 0.02% | No change | 210 | $63K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $61K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $60K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -2.5% | 199 | $59K |
| Turning Point Benefit Group, Inc. | 0.04% | New | 195 | $58K |
| Hantz Financial Services, Inc. | 0.00% | New | 191 | $57K |
| SouthState Bank Corp | 0.00% | Reduce -41.3% | 182 | $54K |
| Bangor Savings Bank | 0.00% | Reduce -6.7% | 182 | $54K |
| EPG Wealth Management LLC | 0.01% | No change | 180 | $54K |
| Breakwater Investment Management | 0.02% | No change | 176 | $52K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 174 | $52K |
| McIlrath & Eck, LLC | 0.01% | No change | 173 | $51K |
| Vestor Capital, LLC | 0.00% | Add +511.1% | 165 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $48K |
| IAG Wealth Partners, LLC | 0.01% | No change | 161 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $46K |
| 2UniFi Bank | 0.02% | No change | 152 | $45K |
| Operose Advisors LLC | 0.01% | Reduce -28.1% | 151 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 145 | $43K |
| Creekmur Asset Management LLC | 0.01% | Reduce -26.9% | 144 | $43K |
| Archer Investment Corp | 0.01% | Reduce -4.0% | 144 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 144 | $43K |
| Matrix Private Capital Group LLC | 0.02% | Reduce -2.1% | 142 | $42K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $41K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $40K |
| Sherman Asset Management, Inc. | 0.03% | No change | 130 | $39K |
| Grove Bank & Trust | 0.00% | No change | 126 | $38K |
| Eastern Bank | 0.00% | No change | 123 | $37K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 120 | $36K |
| Tortoise Investment Management, LLC | 0.00% | No change | 120 | $36K |
| Cardinal Strategic Wealth Guidance | 0.01% | Reduce -43.1% | 119 | $35K |
| TruNorth Capital Management, LLC | 0.01% | Add +600.0% | 112 | $33K |
| Park Place Capital Corp | 0.01% | Add +0.9% | 111 | $33K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $32K |
| Providence Capital Advisors, LLC | 0.01% | No change | 107 | $32K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 106 | $32K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 104 | $31K |
| Balentine LLC | 0.00% | New | 101 | $30K |
| Rossby Financial, LCC | 0.01% | Add +21.0% | 98 | $29K |
| Cape Investment Advisory, Inc. | 0.03% | Add +3.2% | 98 | $29K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $29K |
| Global Wealth Strategies & Associates | 0.01% | No change | 97 | $29K |
| LGT Financial Advisors LLC | 0.06% | No change | 96 | $29K |
| Davis Capital Management | 0.02% | — | 96 | $29K |
| IMG Wealth Management, Inc. | 0.02% | Reduce -76.2% | 95 | $28K |
| Sound Income Strategies, LLC | 0.00% | Add +57.6% | 93 | $28K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $26K |
| Darwin Wealth Management, LLC | 0.01% | No change | 85 | $25K |
| Webster Bank, N. A. | 0.00% | Add +37.1% | 85 | $25K |
| Keener Financial Planning LLC | 0.01% | No change | 87 | $25K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 77 | $23K |
| Caitlin John, LLC | 0.02% | New | 76 | $23K |
| Country Trust Bank | 0.00% | No change | 76 | $23K |
| Kelleher Financial Advisors | 0.01% | New | 70 | $21K |
| Pandora Wealth, Inc. | 0.01% | No change | 67 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +214.3% | 66 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 63 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 63 | $19K |
| Curio Wealth, LLC | 0.01% | No change | 62 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 60 | $18K |
| Manning & Napier Advisors LLC | 0.00% | New | 60 | $18K |
| Howe & Rusling Inc. | 0.00% | New | 59 | $18K |
| Family Legacy Financial Solutions, LLC | 0.01% | New | 55 | $16K |
| Missouri Trust & Investment Co | 0.00% | No change | 54 | $16K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 51 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -18.0% | 50 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +28.9% | 49 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +60.0% | 48 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 46 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 43 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 41 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 40 | $12K |
| Albion Financial Group | 0.00% | No change | 40 | $12K |
| Main Street Group, LTD | 0.00% | No change | 39 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 39 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -69.4% | 37 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 35 | $10K |
| MCF Advisors LLC | 0.00% | No change | 34 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 33 | $10K |
| Financial Life Planners | 0.01% | New | 32 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 30 | $9K |
| Optimum Investment Advisors | 0.00% | Reduce -23.1% | 30 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $9K |
| Painted Porch Advisors LLC | 0.00% | Add +7.7% | 28 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $7K |
| Evolution Wealth Management Inc. | 0.01% | No change | 24 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 24 | $7K |
| First Community Trust NA | 0.01% | New | 24 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $6K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 20 | $6K |
| Strategic Advocates LLC | 0.00% | New | 20 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 19 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 17 | $5K |
| North Capital, Inc. | 0.00% | Add +6.7% | 16 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 15 | $4K |
| Atwood & Palmer Inc. | 0.00% | New | 14 | $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 |
| Security National Bank | 0.00% | New | 13 | $4K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 12 | $4K |
| American Wealth Advisors, LLC | 0.00% | — | 10 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 10 | $3K |
| United Community Bank | 0.00% | New | 10 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $3K |
| Kentucky Trust Co | 0.00% | No change | 8 | $2K |
| Friedenthal Financial | 0.00% | No change | 7 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 7 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -93.6% | 6 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 5 | $1K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 4 | $1K |
| Integrity Financial Corp | 0.00% | No change | 4 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -99.7% | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Roble, Belko & Company, Inc | 0.00% | New | 3 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $893 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 2 | $595 |
"% 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.