Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q4 2025 (December 31)1,212holders +100
88new positions
57sold out
4famous investors
$297.51avg. 13F price*
At the end of Q4 2025, 1,212 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 100 from Q3 2025. 88 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($568.8M) and Assetmark, Inc. ($472.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $59.3M |
| Exits | 57 | $66.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,967,524 shares bought and 1,437,452 shares sold, net +530,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,212 holders
| Bank of America Corp. | 0.23% | Add +2.7% | 10,257,972 | $3.1B |
| Morgan Stanley | 0.03% | Reduce -2.5% | 1,882,603 | $568.8M |
| Assetmark, Inc. | 0.96% | Add +0.9% | 1,564,878 | $472.8M |
| Corient Private Wealth LP | 0.42% | Add +14.6% | 1,024,858 | $309.6M |
| Sei Investments Co. | 0.29% | Add +2.0% | 969,157 | $292.8M |
| LPL Financial LLC | 0.08% | Add +1.1% | 909,819 | $274.9M |
| Wells Fargo & Company | 0.05% | Add +2.8% | 897,144 | $271.0M |
| EP Wealth Advisors, LLC | 1.22% | — | 776,329 | $234.5M |
| UBS Group AG | 0.04% | Reduce -5.4% | 726,877 | $219.6M |
| PNC Financial Services Group, Inc. | 0.11% | Add +1.5% | 694,339 | $209.8M |
| Cohen Klingenstein LLC | 6.14% | Reduce -0.3% | 668,380 | $201.9M |
| Mather Group, Llc. | 1.88% | Reduce -0.2% | 603,304 | $182.3M |
| Choreo, LLC | 2.03% | Add +2.6% | 523,404 | $159.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -17.4% | 526,294 | $159.0M |
| Jones Financial Companies LLLP | 0.09% | Reduce -8.4% | 515,197 | $155.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.2% | 515,020 | $155.6M |
| Moneta Group Investment Advisors LLC | 1.16% | Add +0.1% | 506,845 | $153.1M |
| Cetera Investment Advisers | 0.16% | Add +4.8% | 483,210 | $146.0M |
| Tiaa Trust, National Association | 0.31% | Reduce -8.1% | 430,614 | $130.1M |
| Ameriprise Financial Inc. | 0.03% | Add +3.2% | 413,813 | $125.0M |
| MML Investors Services, LLC | 0.27% | Add +4.3% | 371,897 | $112.4M |
| Rwa Wealth Partners, LLC | 1.16% | Reduce -3.7% | 352,451 | $106.5M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.8% | 337,484 | $102.0M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -0.4% | 325,480 | $98.3M |
| Mill Creek Capital Advisors, LLC | 1.93% | Reduce -0.7% | 313,730 | $94.8M |
| Sand Hill Global Advisors, LLC | 3.23% | Add +0.2% | 306,241 | $92.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +32.7% | 302,816 | $91.5M |
| Royal Bank of Canada | 0.02% | Add +7.3% | 297,650 | $89.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -27.9% | 257,656 | $77.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 248,956 | $75.2M |
| Focus Partners Wealth | 0.08% | Add +0.8% | 227,911 | $68.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -5.6% | 212,659 | $64.2M |
| 1832 Asset Management L.P. | 0.08% | Add +0.8% | 212,233 | $64.1M |
| Mariner, LLC | 0.08% | Add +0.8% | 211,206 | $63.8M |
| Wealthspire Advisors, LLC | 0.49% | Reduce -43.0% | 203,486 | $61.5M |
| US Bancorp \de | 0.06% | Reduce -1.0% | 180,387 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +1.3% | 166,486 | $50.3M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -2.1% | 148,743 | $44.9M |
| Strategies Wealth Advisors, LLC | 4.47% | Add +4.6% | 147,780 | $44.6M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 144,081 | $43.5M |
| Summit Financial Strategies, Inc. | 3.43% | Reduce -1.3% | 138,276 | $41.8M |
| Rodgers & Associates, LTD | 4.22% | Add +1.3% | 138,062 | $41.7M |
| Private Advisor Group, LLC | 0.19% | Reduce -1.5% | 135,587 | $41.0M |
| Bragg Financial Advisors, Inc | 1.33% | Add +2.3% | 135,323 | $40.9M |
| Avior Wealth Management, LLC | 1.25% | Reduce -0.2% | 133,093 | $40.2M |
| Stephens Inc. | 0.49% | Reduce -3.5% | 130,633 | $39.5M |
| One Day In July LLC | 3.09% | Add +2.8% | 124,493 | $37.6M |
| Creative Planning | 0.03% | Add +0.1% | 122,201 | $36.9M |
| American Financial Advisors, LLC | 4.72% | Reduce -5.2% | 120,944 | $36.5M |
| Mosaic Family Wealth Partners, LLC | 4.00% | Reduce -0.9% | 120,700 | $36.5M |
| Truist Financial Corp. | 0.05% | Reduce -60.0% | 118,439 | $35.8M |
| Stephens Group Asset Management, LLC | 2.38% | Add +0.8% | 117,855 | $35.6M |
| Waldron Private Wealth LLC | 1.39% | Add +26.7% | 116,557 | $35.2M |
| Cwm, LLC | 0.09% | Add +121.7% | 115,034 | $34.8M |
| Pathstone Holdings, LLC | 0.13% | Reduce -3.0% | 113,822 | $34.4M |
| Congress Asset Management Co. | 0.24% | Add +175.1% | 111,812 | $33.8M |
| NewEdge Advisors, LLC | 0.12% | Reduce -4.2% | 109,694 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.7% | 100,451 | $31.9M |
| Brickley Wealth Management | 5.13% | Add +0.1% | 100,771 | $30.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.4% | 100,438 | $30.3M |
| Comerica Bank | 0.11% | Add +2.7% | 94,403 | $28.5M |
| Vision Capital Management, Inc. | 3.38% | Reduce -9.1% | 92,747 | $28.0M |
| BHK Investment Advisors, LLC | 9.09% | Add +9.8% | 91,558 | $27.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +14.1% | 90,708 | $27.4M |
| Aaron Wealth Advisors LLC | 1.47% | Add +2.6% | 87,472 | $26.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +14.1% | 85,981 | $26.0M |
| Cresset Asset Management, LLC | 0.11% | Add +0.9% | 83,410 | $25.2M |
| Merit Financial Group, LLC | 0.20% | Reduce -11.0% | 81,868 | $24.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -3.5% | 81,622 | $24.7M |
| McAdam, LLC | 1.07% | Add +4.3% | 77,204 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.3% | 76,212 | $23.0M |
| CIBC Private Wealth Group LLC | 0.04% | Add +38.4% | 75,583 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.1% | 75,567 | $22.8M |
| Whitaker-Myers Wealth Managers, LTD. | 4.54% | Add +1.6% | 72,098 | $21.8M |
| Exencial Wealth Advisors, LLC | 0.66% | Reduce -6.2% | 69,259 | $20.9M |
| Fifth Third Bancorp | 0.07% | Reduce -1.1% | 68,272 | $20.6M |
| Atria Investments, Inc | 0.23% | Add +4.0% | 67,096 | $20.3M |
| Partners in Financial Planning | 3.38% | Reduce -0.4% | 66,046 | $20.0M |
| Sage Financial Group Inc. | 1.29% | Add +0.5% | 64,663 | $19.5M |
| FMR LLC | 0.00% | Add +13.3% | 63,983 | $19.3M |
| Inspirion Wealth Advisors, LLC | 2.33% | Reduce -43.5% | 63,047 | $19.0M |
| Quent Capital, LLC | 1.37% | Add +8.0% | 62,700 | $18.9M |
| Retirement Investment Advisors, Inc. | 1.52% | Add +2.5% | 62,479 | $18.9M |
| Battery Global Advisors, LLC | 8.51% | Add +695.4% | 29,270 | $18.4M |
| Asset Management Group, Inc. | 2.90% | Reduce -0.7% | 59,347 | $17.9M |
| Robinswood Financial LLC | 5.59% | Add +1.8% | 57,813 | $17.5M |
| Gallagher Fiduciary Advisors, LLC | 0.56% | Add +2.1% | 56,956 | $17.2M |
| Pasadena Private Wealth, LLC | 2.35% | Add +3.3% | 56,656 | $17.1M |
| RS Crum Inc. | 3.26% | Add +2.2% | 53,975 | $16.3M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -0.1% | 53,307 | $16.1M |
| Ocean Park Asset Management, LLC | 0.75% | Reduce -0.2% | 53,228 | $16.1M |
| Benjamin Edwards Inc. | 0.18% | Add +2.9% | 52,959 | $16.0M |
| Vawter Financial, Ltd. | 6.76% | Add +0.8% | 52,988 | $16.0M |
| Presilium Private Wealth, LLC | 2.89% | Add +2.9% | 52,374 | $15.8M |
| Modera Wealth Management, LLC | 0.18% | Reduce -12.4% | 51,135 | $15.4M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -6.5% | 51,022 | $15.4M |
| LMCG Investments, LLC | 0.88% | Add +13.9% | 51,020 | $15.4M |
| Praetorian Wealth Management, Inc. | 3.01% | Add +1.6% | 50,244 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +4.3% | 49,056 | $14.8M |
| Captrust Financial Advisors | 0.03% | Add +2.9% | 48,040 | $14.5M |
| Cullen/Frost Bankers, Inc. | 0.16% | Add +22.8% | 47,920 | $14.5M |
| IFP Advisors, Inc | 0.31% | Add +0.1% | 45,947 | $13.9M |
| Focus Financial Network, Inc. | 0.48% | Add +3.2% | 45,798 | $13.8M |
| Payne Capital Management, LLC | 4.32% | Add +2.9% | 45,291 | $13.7M |
| Arax Advisory Partners | 0.39% | New | 44,380 | $13.4M |
| UMB Bank, n.a. | 0.17% | Add +1039.0% | 43,281 | $13.1M |
| FC Advisory LLC | 3.63% | Add +1.2% | 41,838 | $12.6M |
| Garde Capital, Inc. | 0.73% | Reduce -0.3% | 40,640 | $12.3M |
| Jacobsen Capital Management | 3.98% | Reduce -0.3% | 40,306 | $12.2M |
| Mechanics Bank Trust Department | 1.59% | Add +5.7% | 40,282 | $12.2M |
| Veery Capital, LLC | 3.70% | Add +0.9% | 39,872 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.3% | 38,423 | $11.6M |
| Adventist Health System/ West | 1.94% | No change | 38,149 | $11.5M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 38,025 | $11.5M |
| Glenmede Trust Co. NA | 0.05% | — | 37,839 | $11.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.0% | 37,729 | $11.4M |
| Marion Wealth Management | 2.49% | Add +1.2% | 34,632 | $11.2M |
| Cornerstone Wealth Advisors, Inc. | 2.56% | Add +0.1% | 36,500 | $11.0M |
| Savant Capital, LLC | 0.06% | Reduce -53.3% | 35,931 | $10.9M |
| Jmac Enterprises LLC | 2.07% | Add +1.8% | 35,916 | $10.9M |
| Gladwyn Financial Advisors, Inc. | 7.55% | Add +0.5% | 35,564 | $10.7M |
| Performance Wealth Partners, LLC | 0.29% | Reduce -5.2% | 35,244 | $10.6M |
| CX Institutional | 0.32% | Add +1.1% | 35,082 | $10.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.2% | 34,199 | $10.3M |
| Compound Planning, Inc. | 0.30% | Reduce -9.2% | 34,074 | $10.3M |
| Blair William & Co. | 0.03% | Add +19.6% | 33,964 | $10.3M |
| Bartlett & Co. Wealth Management LLC | 0.13% | Reduce -3.5% | 33,919 | $10.2M |
| First American Trust, FSB | 0.70% | Add +1.4% | 33,797 | $10.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.14% | Add +1.1% | 33,393 | $10.1M |
| Capital Management Associates, Inc | 2.13% | Add +24.6% | 31,850 | $9.6M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Add +2.6% | 31,759 | $9.6M |
| Performa Ltd (US), LLC | 2.43% | Add +13.3% | 31,723 | $9.6M |
| Highland Capital Management, LLC | 0.48% | Reduce -0.1% | 31,665 | $9.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +4.2% | 31,654 | $9.6M |
| RFG Advisory, LLC | 0.18% | Reduce -0.6% | 31,610 | $9.5M |
| CJM Wealth Advisers, Ltd. | 2.80% | Add +0.6% | 30,984 | $9.4M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Add +7.8% | 30,650 | $9.3M |
| SWAN Capital LLC | 3.59% | Reduce -6.1% | 30,519 | $9.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.58% | Add +0.7% | 30,498 | $9.2M |
| D.A. Davidson & Co. | 0.06% | Add +6.0% | 30,456 | $9.2M |
| Larson Financial Group LLC | 0.31% | Reduce -11.2% | 30,261 | $9.1M |
| Fee-Only Financial Planning, L.C. | 5.29% | Reduce -0.8% | 30,017 | $9.1M |
| Bishop & Co Investment Management, LLC | 3.00% | Reduce -2.4% | 29,985 | $9.1M |
| Cornerstone Management, Inc. | 1.46% | Reduce -2.4% | 29,691 | $9.0M |
| Arvest Investments, Inc. | 1.26% | Reduce -0.4% | 29,652 | $9.0M |
| Towerpoint Wealth, LLC | 3.50% | Add +0.7% | 29,259 | $8.8M |
| Waverly Advisors, LLC | 0.07% | Add +11.3% | 29,167 | $8.8M |
| WP Advisors, LLC | 2.18% | Reduce -21.4% | 28,934 | $8.7M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 28,636 | $8.7M |
| HB Wealth Management, LLC | 0.06% | Reduce -1.1% | 28,300 | $8.5M |
| Trust Co of the South | 1.36% | Add +2.8% | 28,063 | $8.5M |
| Forbes Financial Planning, Inc. | 4.95% | New | 28,039 | $8.5M |
| Strategic Investment Advisors / MI | 0.73% | Add +16561.7% | 27,825 | $8.4M |
| Independent Financial Group, LLC | 0.19% | Add +1.6% | 27,591 | $8.3M |
| Brown Advisory Inc. | 0.01% | Add +51.0% | 27,562 | $8.3M |
| Wellington Grp LLC | 2.72% | — | 27,003 | $8.2M |
| NFSG Corp | 1.27% | Add +3.0% | 26,984 | $8.2M |
| GHP Investment Advisors, Inc. | 0.33% | Add +1.1% | 26,937 | $8.1M |
| Black Diamond Financial, LLC | 0.85% | Add +1.3% | 26,677 | $8.1M |
| Cary Street Partners Financial LLC | 0.20% | Add +2.5% | 26,516 | $8.0M |
| Northern Trust Corp. | 0.00% | Reduce -32.2% | 25,923 | $7.8M |
| Old National Bancorp | 0.13% | Add +15.0% | 24,995 | $7.6M |
| Advisory Alpha, LLC | 0.20% | Add +1.2% | 24,799 | $7.5M |
| Ifrah Financial Services, Inc. | 1.88% | Reduce -4.1% | 24,229 | $7.3M |
| Granville Capital, Inc. | 3.86% | — | 24,063 | $7.3M |
| Dopkins Wealth Management, LLC | 2.96% | Reduce -1.0% | 23,998 | $7.2M |
| Relyea Zuckerberg Hanson LLC | 0.73% | Reduce -3.8% | 23,935 | $7.2M |
| Strategic Wealth Advisors LLC | 6.16% | — | 23,848 | $7.2M |
| Meramec Financial Planners, LLC | 2.79% | — | 22,610 | $7.2M |
| Leeward Financial Partners, LLC | 2.01% | Reduce -1.8% | 23,665 | $7.1M |
| Global Retirement Partners, LLC | 0.12% | Add +448.5% | 23,257 | $7.0M |
| Everhart Financial Group, Inc. | 0.64% | Add +10.4% | 23,046 | $7.0M |
| OpenArc Corporate Advisory, LLC | 0.11% | — | 22,965 | $6.9M |
| Texas Yale Capital Corp. | 0.21% | Add +2.0% | 22,821 | $6.9M |
| SkyOak Wealth, LLC | 1.23% | Reduce -0.0% | 22,692 | $6.9M |
| Thrivent Financial for Lutherans | 0.01% | New | 22,343 | $6.8M |
| Bank of Montreal | 0.00% | Reduce -8.5% | 22,239 | $6.7M |
| Harbour Investments, Inc. | 0.14% | Add +2.3% | 22,083 | $6.7M |
| &partners | 0.03% | Add +6.6% | 21,902 | $6.6M |
| Prudential Financial Inc. | 0.01% | Reduce -5.3% | 21,389 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +4.7% | 21,461 | $6.5M |
| Financial Advisors Network, Inc. | 0.88% | Add +5.5% | 21,306 | $6.4M |
| Clayton Financial Group LLC | 3.24% | Add +33.8% | 21,018 | $6.3M |
| Associated Banc-Corp | 0.16% | Add +2.5% | 20,813 | $6.3M |
| Krilogy Financial LLC | 0.21% | Reduce -5.0% | 19,143 | $6.2M |
| Summit Financial, LLC | 0.09% | Add +3.8% | 20,147 | $6.1M |
| Wolff Financial Management LLC | 1.35% | Reduce -1.8% | 19,832 | $6.0M |
| Serenity Investment Advisors | 3.48% | — | 18,817 | $6.0M |
| Integrity Alliance, Llc. | 0.22% | Add +21.0% | 19,533 | $5.9M |
| Commerce Bank | 0.03% | Add +2.5% | 19,516 | $5.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +34.8% | 19,499 | $5.9M |
| Advisory Services Network, LLC | 0.08% | Add +2.4% | 19,407 | $5.9M |
| Betterment LLC | 0.01% | Add +11.1% | 19,384 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.0% | 19,190 | $5.8M |
| Clear Retirement Advice LLC | 4.50% | — | 18,663 | $5.8M |
| Quantinno Capital Management LP | 0.01% | Add +51.7% | 19,131 | $5.8M |
| Mainsail Asset Management, LLC | 2.47% | Add +6.2% | 19,074 | $5.8M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -0.7% | 17,761 | $5.7M |
| Wealthspire Retirement, LLC | 0.35% | Add +92.3% | 19,000 | $5.7M |
| Wealthfront Advisers LLC | 0.01% | Add +0.8% | 18,859 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -32.6% | 18,823 | $5.7M |
| Ackerman Capital Advisors, LLC | 1.13% | Reduce -3.6% | 18,708 | $5.7M |
| Joel Isaacson & Co., LLC | 0.19% | Add +0.2% | 18,615 | $5.6M |
| Prosperity Planning, Inc. | 2.07% | Add +0.4% | 18,515 | $5.6M |
| Verdence Capital Advisors LLC | 0.32% | Reduce -2.6% | 17,901 | $5.4M |
| Councilor Wealth, LLC | 2.55% | Add +1.4% | 17,853 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +11.9% | 17,474 | $5.3M |
| Creative Financial Designs Inc. | 0.33% | Add +5.8% | 17,419 | $5.3M |
| First Heartland Consultants, Inc. | 0.40% | Add +0.0% | 17,406 | $5.3M |
| Eclectic Associates Inc. | 0.81% | Reduce -1.0% | 17,288 | $5.2M |
| CENTRAL TRUST Co | 0.10% | Reduce -0.9% | 17,152 | $5.2M |
| Titleist Asset Management, LLC | 0.42% | Add +0.3% | 17,138 | $5.2M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -5.4% | 16,913 | $5.1M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -3.7% | 16,764 | $5.1M |
| Institute for Wealth Management, LLC. | 0.53% | Add +28.9% | 16,589 | $5.0M |
| Zeit Capital LLC | 3.37% | Reduce -0.3% | 16,525 | $5.0M |
| Peak Retirement Planning, Inc. | 1.16% | Add +0.9% | 16,409 | $5.0M |
| Members Trust Co | 0.16% | Reduce -20.1% | 16,250 | $4.9M |
| Essential Planning, LLC. | 1.56% | Reduce -0.4% | 16,203 | $4.9M |
| Tenret Co LLC | 2.48% | Add +1.8% | 16,177 | $4.9M |
| Gemmer Asset Management LLC | 0.37% | No change | 15,883 | $4.8M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -2.4% | 15,774 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -1.9% | 15,465 | $4.7M |
| Stephen J. Garry & Associates, LLC | 3.70% | Reduce -0.6% | 15,451 | $4.7M |
| Meritage Portfolio Management | 0.31% | Reduce -3.5% | 15,374 | $4.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -1.8% | 15,275 | $4.6M |
| Thrive Capital Management, LLC | 1.03% | Add +5.6% | 15,275 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -2.9% | 15,236 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.86% | Add +1.1% | 15,147 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.8% | 14,967 | $4.5M |
| Ameritas Advisory Services, LLC | 0.17% | Add +461.4% | 14,748 | $4.5M |
| OneAscent Financial Services LLC | 0.40% | Add +1.8% | 14,476 | $4.4M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 14,413 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.0% | 14,377 | $4.3M |
| Seek First Inc. | 2.99% | Add +1.1% | 14,373 | $4.3M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -8.4% | 14,335 | $4.3M |
| Holderness Investments Co. | 0.87% | Reduce -0.3% | 14,211 | $4.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -0.4% | 14,196 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Add +3.5% | 14,113 | $4.3M |
| Transamerica Financial Advisors, LLC | 0.36% | Reduce -7.3% | 14,111 | $4.3M |
| Nabity-Jensen Investment Management Inc | 2.88% | Add +1.2% | 14,078 | $4.3M |
| RTD Financial Advisors, Inc. | 0.52% | Reduce -0.7% | 14,077 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +20.1% | 13,981 | $4.2M |
| Martel Wealth Advisors LLC | 0.70% | Reduce -2.0% | 13,568 | $4.1M |
| Allstreet Capital Advisors LLC | 2.95% | — | 13,496 | $4.1M |
| Ally Invest Advisors Inc. | 0.28% | Add +2.6% | 13,473 | $4.1M |
| First Horizon Corp. | 0.18% | Add +8.9% | 13,465 | $4.1M |
| Cornerstone Advisory, LLC | 0.39% | Reduce -1.8% | 13,456 | $4.1M |
| Probity Advisors, Inc. | 0.63% | Reduce -1.4% | 13,121 | $4.0M |
| Smartleaf Asset Management LLC | 0.15% | Add +393.6% | 12,981 | $4.0M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.4% | 12,992 | $3.9M |
| Warner Financial, Inc. | 1.35% | Add +0.5% | 12,839 | $3.9M |
| Harbor Investment Advisory, LLC | 0.29% | Add +136.8% | 12,798 | $3.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.60% | — | 12,714 | $3.8M |
| Curbstone Financial Management Corp | 0.72% | Reduce -0.6% | 12,540 | $3.8M |
| Acropolis Investment Management, LLC | 0.17% | Reduce -2.7% | 12,359 | $3.7M |
| Hilltop National Bank | 0.90% | Add +5.5% | 12,334 | $3.7M |
| TAGStone Capital, Inc. | 1.37% | Add +1.1% | 12,218 | $3.7M |
| Fluent Financial, LLC | 1.40% | New | 12,193 | $3.7M |
| Wesbanco Bank Inc. | 0.10% | Reduce -9.0% | 12,073 | $3.6M |
| Accel Wealth Management | 0.99% | Add +14.3% | 12,021 | $3.6M |
| Tandem Financial, LLC | 4.35% | Add +309.1% | 12,867 | $3.6M |
| SilverOak Wealth Management LLC | 0.56% | No change | 11,795 | $3.6M |
| DeLarme Wealth Management, Inc. | 2.52% | — | 11,737 | $3.5M |
| Alpine Bank Wealth Management | 0.50% | No change | 11,614 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -25.1% | 11,475 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -1.8% | 11,326 | $3.4M |
| Riversedge Advisors, LLC | 0.55% | Reduce -5.1% | 11,179 | $3.4M |
| Falcon Wealth Planning | 0.28% | Reduce -0.4% | 10,976 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.65% | Reduce -1.0% | 10,967 | $3.3M |
| Argent Trust Co | 0.11% | Add +66.1% | 10,943 | $3.3M |
| Center for Financial Planning, Inc. | 0.34% | Reduce -2.5% | 10,858 | $3.3M |
| Aire Advisors, LLC | 0.60% | Reduce -0.4% | 10,852 | $3.3M |
| Midwest Trust Co | 0.04% | Add +5.8% | 10,814 | $3.3M |
| MAI Capital Management | 0.02% | Add +54.0% | 10,760 | $3.3M |
| Paces Ferry Wealth Advisors, LLC | 1.31% | Add +4.8% | 10,700 | $3.2M |
| Connecticut Wealth Management, LLC | 0.14% | No change | 10,683 | $3.2M |
| Western Wealth Management, LLC | 0.15% | Reduce -2.1% | 10,682 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -2.8% | 10,600 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.18% | Reduce -3.7% | 10,524 | $3.2M |
| Aurelius Family Office LLC | 1.37% | Add +7.5% | 10,191 | $3.2M |
| MSH Capital Advisors LLC | 0.67% | Reduce -0.1% | 10,373 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -11.6% | 10,280 | $3.1M |
| Northern Lights Advisors, Inc. | 2.11% | — | 10,191 | $3.1M |
| Infinity Wealth Counsel, LLC | 2.75% | Add +2.0% | 9,992 | $3.0M |
| Trustmark Bank Trust Department | 0.19% | Reduce -0.7% | 9,963 | $3.0M |
| KPP Advisory Services LLC | 0.44% | Add +1.2% | 9,924 | $3.0M |
| Cranbrook Wealth Management, LLC | 0.59% | Reduce -0.3% | 9,906 | $3.0M |
| Tower View Wealth Management LLC | 1.46% | Reduce -10.5% | 9,803 | $3.0M |
| rebel Financial LLC | 1.26% | Add +0.0% | 9,752 | $2.9M |
| Matisse Capital | 1.29% | No change | 9,554 | $2.9M |
| Greenwood Capital Associates LLC | 0.31% | Add +1.0% | 9,529 | $2.9M |
| Global Trust Wealth Management LLC | 2.13% | — | 9,520 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.47% | Add +1.0% | 9,451 | $2.9M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 9,370 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.3% | 10,176 | $2.8M |
| Trust Point Inc. | 0.22% | Add +20.1% | 9,313 | $2.8M |
| Disciplined Investments, LLC | 1.07% | Reduce -3.6% | 9,205 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 9,196 | $2.8M |
| Bravera Wealth | 1.39% | — | 9,189 | $2.8M |
| FAS Wealth Partners, Inc. | 0.18% | Reduce -0.9% | 9,116 | $2.8M |
| Capital Advisors Wealth Management, LLC | 0.37% | Reduce -0.4% | 9,076 | $2.7M |
| Pillar Financial Advisors, LLC | 1.65% | No change | 9,073 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +1.4% | 9,028 | $2.7M |
| Noble Family Wealth, LLC | 0.57% | Reduce -1.4% | 8,988 | $2.7M |
| Brookstone Capital Management | 0.03% | Reduce -8.3% | 8,879 | $2.7M |
| Valley National Advisers Inc. | 0.37% | Add +3.4% | 8,848 | $2.7M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.1% | 8,825 | $2.7M |
| Sovran Advisors, LLC | 0.23% | Reduce -8.6% | 8,158 | $2.6M |
| Shelton Wealth Management, LLC | 1.15% | Reduce -2.5% | 8,746 | $2.6M |
| Milestone Asset Management Group, LLC | 1.45% | Add +21.3% | 8,508 | $2.6M |
| Parkside Financial Bank & Trust | 0.19% | Add +13.3% | 8,442 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.4% | 8,359 | $2.5M |
| Visionary Wealth Advisors | 0.11% | Add +31.0% | 8,288 | $2.5M |
| Sterling Financial Planning, Inc. | 0.75% | Add +1.2% | 8,259 | $2.5M |
| Heritage Wealth Management, Inc. | 1.61% | Add +7.0% | 8,214 | $2.5M |
| Mission Wealth Management, LP | 0.05% | Reduce -2.6% | 8,147 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +15.4% | 8,125 | $2.5M |
| Sapient Capital LLC | 0.03% | Add +445.4% | 7,990 | $2.4M |
| Integrated Wealthcare, LLC | 2.05% | — | 8,062 | $2.4M |
| Cordoba Advisory Partners LLC | 0.60% | — | 8,052 | $2.4M |
| Mustard Seed Financial, LLC | 1.52% | Add +8.2% | 8,011 | $2.4M |
| Integrity Wealth Solutions LLC | 0.94% | Add +0.9% | 7,884 | $2.4M |
| River Wealth Advisors LLC | 0.27% | Reduce -0.9% | 7,860 | $2.4M |
| Richardson Financial Services Inc. | 0.76% | Reduce -5.8% | 6,355 | $2.4M |
| Archford Capital Strategies, LLC | 0.27% | Reduce -3.8% | 7,783 | $2.4M |
| Compass Ion Advisors, LLC | 0.22% | Reduce -3.7% | 7,781 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -2.5% | 7,771 | $2.3M |
| Ballast Financial Advisors LLC | 2.42% | — | 7,764 | $2.3M |
| Renaissance Technologies | 0.00% | New | 7,760 | $2.3M |
| Curtis Advisory Group, LLC | 0.49% | No change | 7,756 | $2.3M |
| TFB Advisors LLC | 0.64% | Reduce -0.4% | 7,603 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +3.1% | 7,595 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -5.5% | 7,517 | $2.3M |
| InTrack Investment Management Inc | 1.27% | Reduce -0.3% | 7,529 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.3% | 7,518 | $2.3M |
| BTC Capital Management, Inc. | 0.16% | Add +2.3% | 7,494 | $2.3M |
| Sonoma Allocations LLC | 0.75% | Reduce -2.3% | 7,175 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -24.1% | 7,424 | $2.2M |
| Brindle & Bay Financial Advisors, LLC | 1.49% | — | 7,420 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.7% | 7,381 | $2.2M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 7,013 | $2.2M |
| Insight Advisors, LLC/ PA | 0.34% | Reduce -0.1% | 7,370 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +35.2% | 7,359 | $2.2M |
| Creekside Partners | 0.93% | Add +0.2% | 7,310 | $2.2M |
| Founders Financial Securities LLC | 0.13% | Add +1.0% | 7,169 | $2.2M |
| Opulen Financial Group LLC | 1.57% | Add +0.2% | 7,143 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Add +5.0% | 7,116 | $2.1M |
| Vickerman Investment Advisors, Inc. | 0.43% | Reduce -0.2% | 7,069 | $2.1M |
| AQR Capital Management | 0.00% | Add +19.9% | 7,062 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.30% | Reduce -1.5% | 7,053 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.28% | New | 7,028 | $2.1M |
| Juncture Wealth Strategies, LLC | 0.69% | Reduce -14.5% | 6,976 | $2.1M |
| Moneco Advisors, LLC | 0.17% | Reduce -1.2% | 6,952 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Reduce -2.5% | 6,901 | $2.1M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.7% | 6,900 | $2.1M |
| Elevated Financial Group LLC | 0.72% | — | 6,866 | $2.1M |
| One Charles Private Wealth Services, LLC | 0.53% | No change | 6,828 | $2.1M |
| Harbour Capital Advisors, LLC | 0.42% | No change | 6,686 | $2.1M |
| Caprock Group, LLC | 0.04% | Reduce -4.2% | 6,788 | $2.1M |
| Simmons Bank | 0.14% | Reduce -3.2% | 6,712 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.70% | Reduce -1.2% | 6,683 | $2.0M |
| Brown Wealth Management, LLC | 0.52% | Reduce -28.1% | 6,543 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.53% | Add +3.7% | 6,506 | $2.0M |
| Leavell Investment Management, Inc. | 0.08% | Add +2.1% | 6,480 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.8% | 6,464 | $2.0M |
| StoneX Group Inc. | 0.08% | Reduce -21.2% | 6,427 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.67% | Reduce -3.2% | 6,332 | $1.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.51% | Add +0.1% | 6,326 | $1.9M |
| Bokf, NA | 0.03% | Reduce -7.0% | 6,216 | $1.9M |
| GC Wealth Management RIA, LLC | 0.07% | Add +3.6% | 6,202 | $1.9M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -0.4% | 6,156 | $1.9M |
| Harbor Asset Planning, Inc. | 1.58% | Reduce -6.3% | 6,112 | $1.8M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -0.4% | 6,096 | $1.8M |
| BCS Wealth Management | 0.18% | Add +100.0% | 5,954 | $1.8M |
| Winthrop Capital Management, LLC | 0.42% | Reduce -1.7% | 5,948 | $1.8M |
| Dentgroup LLC | 1.23% | Reduce -18.2% | 5,927 | $1.8M |
| Wealthedge Investment Advisors, LLC | 0.66% | Reduce -0.7% | 5,878 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +17.7% | 5,868 | $1.8M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 5,844 | $1.8M |
| Sage Mountain Advisors LLC | 0.09% | Add +3.0% | 5,718 | $1.7M |
| Financial Connections Group, Inc. | 0.59% | No change | 5,718 | $1.7M |
| Valley Wealth Managers, Inc. | 0.11% | Reduce -4.7% | 5,706 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.50% | Add +2.2% | 5,702 | $1.7M |
| Ieq Capital, LLC | 0.01% | Reduce -1.0% | 5,681 | $1.7M |
| Rebalance, LLC | 0.10% | Reduce -0.4% | 5,668 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 5,648 | $1.7M |
| Tranquility Partners, LLC | 0.61% | Reduce -2.7% | 5,622 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -8.5% | 5,611 | $1.7M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -1.8% | 5,589 | $1.7M |
| Sagace Wealth Management LLC | 1.15% | Reduce -2.2% | 5,576 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -2.9% | 5,545 | $1.7M |
| FineMark National Bank & Trust | 0.05% | Add +17.3% | 5,538 | $1.7M |
| World Investment Advisors | 0.03% | Add +0.7% | 5,521 | $1.7M |
| Geneva Capital Management LLC | 0.03% | New | 5,515 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.26% | Add +0.2% | 5,505 | $1.7M |
| Meridian Financial Advisors, LLC | 0.90% | Reduce -3.5% | 5,492 | $1.7M |
| Wealth Alliance, LLC | 0.16% | Reduce -8.1% | 5,478 | $1.7M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -2.0% | 5,436 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.09% | No change | 5,393 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.36% | No change | 5,378 | $1.6M |
| Apriem Advisors | 0.15% | Add +5.3% | 5,375 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +152.9% | 5,367 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.9% | 5,287 | $1.6M |
| Cooksen Wealth, LLC | 1.16% | Reduce -0.7% | 5,259 | $1.6M |
| Jacobs Equity LLC | 1.53% | — | 5,259 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.23% | Reduce -5.3% | 5,225 | $1.6M |
| Cascade Wealth Advisors, Inc | 0.73% | No change | 4,896 | $1.6M |
| Genesis Financial Group, LLC | 0.91% | — | 5,213 | $1.6M |
| Wedmont Private Capital | 0.05% | Reduce -2.0% | 4,918 | $1.6M |
| CGN Advisors LLC | 0.12% | Add +5.6% | 5,152 | $1.6M |
| Whitegate Investment Counselors, Inc. | 0.49% | Add +6.3% | 5,145 | $1.6M |
| Uptick Partners, LLC | 0.33% | Add +11.1% | 5,142 | $1.6M |
| Michels Family Financial, LLC | 1.14% | Add +3.0% | 5,139 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +9.1% | 5,133 | $1.6M |
| Ironwood Financial, llc | 0.26% | Add +10.2% | 4,755 | $1.5M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -12.3% | 5,040 | $1.5M |
| Ascentis Independent Advisors | 0.24% | Reduce -5.9% | 5,016 | $1.5M |
| Apella Capital, LLC | 0.03% | Add +6.4% | 5,014 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.6% | 4,979 | $1.5M |
| First National Bank of Omaha | 0.04% | New | 4,815 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +2.2% | 4,829 | $1.5M |
| Gen-Wealth Partners Inc | 0.47% | Add +11209.1% | 392,425 | $1.5M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +151.2% | 4,801 | $1.5M |
| Manchester Capital Management LLC | 0.20% | Add +0.1% | 4,787 | $1.4M |
| Fortis Capital Advisors, LLC | 0.21% | Add +2.7% | 4,780 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +2.7% | 4,780 | $1.4M |
| Dravo Bay LLC | 0.60% | Add +1.0% | 4,740 | $1.4M |
| Transatlantique Private Wealth LLC | 0.45% | Add +13.5% | 4,733 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.32% | Add +0.8% | 4,713 | $1.4M |
| Aspiriant, LLC | 0.04% | Add +4.2% | 4,683 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.24% | Add +2.6% | 4,667 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +3.7% | 4,640 | $1.4M |
| Klingman & Associates, LLC | 0.07% | Add +146.2% | 4,640 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -11.9% | 4,674 | $1.4M |
| Graetz Wealth LLC | 1.27% | — | 4,623 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Add +2.5% | 4,613 | $1.4M |
| Gotham Asset Management | 0.01% | Add +12.7% | 4,597 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +79.4% | 4,568 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | Add +71.7% | 4,545 | $1.4M |
| Covington Investment Advisors Inc. | 0.19% | Add +54.7% | 10,462 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1.5% | 4,488 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +7.6% | 4,478 | $1.4M |
| Ferguson Johnson Wealth Management Inc | 1.12% | — | 4,477 | $1.4M |
| Stanich Group LLC | 1.01% | Reduce -5.3% | 4,449 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Add +57.0% | 4,387 | $1.3M |
| NorthStar Asset Management LLC | 0.59% | Add +5.0% | 4,367 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.22% | — | 4,342 | $1.3M |
| Diversified Enterprises, LLC | 0.08% | Add +29.6% | 4,334 | $1.3M |
| Total Wealth Planning, LLC | 2.80% | Reduce -93.7% | 4,329 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +30.4% | 4,327 | $1.3M |
| McMillan Office, Inc. | 0.16% | — | 4,324 | $1.3M |
| Independent Wealth Network Inc. | 0.40% | Add +1.0% | 4,313 | $1.3M |
| Atlantic Family Wealth, LLC | 0.98% | Add +1.8% | 4,308 | $1.3M |
| Hartline Investment Corp./ | 0.14% | No change | 4,306 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 4,300 | $1.3M |
| United Bank | 0.17% | No change | 4,291 | $1.3M |
| Friday Financial | 0.45% | Add +47.0% | 4,260 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.6% | 4,246 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 4,234 | $1.3M |
| Intergy Private Wealth, LLC | 0.39% | Add +1.6% | 4,227 | $1.3M |
| City Holding Co. | 0.16% | No change | 4,199 | $1.3M |
| PFG Advisors | 0.06% | Reduce -19.0% | 4,168 | $1.3M |
| Opus Capital Group, LLC | 0.14% | Reduce -12.6% | 4,167 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -2.1% | 4,166 | $1.3M |
| Checchi Capital Advisers, LLC | 0.09% | Reduce -83.9% | 4,162 | $1.3M |
| Trust Co | 0.12% | Add +1.6% | 4,159 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.4% | 4,156 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -48.4% | 4,154 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.04% | Reduce -0.5% | 10,895 | $1.3M |
| Grey Ledge Advisors, LLC | 0.28% | Reduce -4.4% | 4,119 | $1.2M |
| Mayfair Advisory Group, LLC | 0.48% | Add +0.4% | 4,020 | $1.2M |
| Truepoint, Inc. | 0.03% | Add +1.9% | 4,081 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 4,060 | $1.2M |
| St. Louis Trust Co | 0.14% | No change | 4,058 | $1.2M |
| Regal Investment Advisors LLC | 0.07% | Reduce -1.5% | 4,040 | $1.2M |
| Kure Advisory, LLC | 0.68% | Add +9.3% | 4,033 | $1.2M |
| Bank of Hawaii | 0.06% | Reduce -2.4% | 4,013 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +0.1% | 4,009 | $1.2M |
| River's Edge Wealth Management, LLC | 1.17% | — | 3,805 | $1.2M |
| American Trust | 0.10% | Add +6.9% | 3,948 | $1.2M |
| BKM Wealth Management, LLC | 0.44% | Add +16.3% | 3,940 | $1.2M |
| Sunburst Financial Group, LLC | 0.24% | Add +0.1% | 3,908 | $1.2M |
| Willner & Heller, LLC | 0.84% | Add +0.1% | 3,890 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.12% | Add +0.4% | 3,877 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Add +2.0% | 3,875 | $1.2M |
| Legacy Edge Advisors, LLC | 0.13% | Add +12.0% | 3,855 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +0.2% | 3,855 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.74% | No change | 3,840 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.8% | 3,830 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | Add +26.0% | 3,594 | $1.2M |
| True North Advisors, LLC | 0.15% | New | 3,810 | $1.2M |
| Investmark Advisory Group LLC | 0.49% | Add +0.2% | 3,782 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -1.9% | 3,748 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +15.6% | 3,733 | $1.1M |
| Washington Trust Advisors, Inc. | 0.09% | Reduce -1.4% | 3,724 | $1.1M |
| Royal Fund Management, LLC | 0.10% | Add +2.1% | 3,702 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.48% | Reduce -2.3% | 3,684 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +140.6% | 3,674 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -12.7% | 3,656 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.4% | 3,633 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.47% | Add +156.2% | 3,623 | $1.1M |
| Round Rock Advisors LLC | 0.16% | No change | 3,621 | $1.1M |
| Quotient Wealth Partners, LLC | 0.03% | Add +0.3% | 3,582 | $1.1M |
| Evergreen Wealth Management, LLC | 0.54% | Reduce -5.0% | 3,559 | $1.1M |
| First United Bank & Trust | 0.34% | Add +3.7% | 3,535 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -1.1% | 3,524 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +0.3% | 3,514 | $1.1M |
| Waystone Advisors LLC | 0.90% | — | 3,472 | $1.0M |
| Stevens Capital Partners | 0.27% | Add +6.5% | 3,461 | $1.0M |
| Three Bearings Fiduciary Advisors, Inc. | 0.97% | — | 3,322 | $1.0M |
| BLB&B Advisors, LLC | 0.04% | Add +27.2% | 3,430 | $1.0M |
| Blue Trust, Inc. | 0.01% | Reduce -5.0% | 3,425 | $1.0M |
| ERn Financial, LLC | 0.19% | Add +0.0% | 3,410 | $1.0M |
| Center For Asset Management LLC | 0.54% | Reduce -3.6% | 3,402 | $1.0M |
| WealthCare Investment Partners, LLC | 0.30% | Reduce -0.8% | 3,317 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.3% | 3,366 | $1.0M |
| Bluedoor Private Wealth, LLC | 0.46% | — | 3,326 | $1.0M |
| BSW Wealth Partners | 0.12% | Reduce -1.0% | 3,315 | $1.0M |
| Wrenne Financial Planning LLC | 0.41% | Reduce -0.9% | 3,302 | $998K |
| NewEdge Wealth, LLC | 0.01% | Add +17.0% | 3,296 | $996K |
| Keybank National Association | 0.00% | Reduce -54.0% | 3,292 | $995K |
| Accretive Wealth Partners, LLC | 0.29% | Reduce -4.6% | 3,247 | $981K |
| Bay Capital Advisors, LLC | 0.60% | Reduce -5.0% | 3,231 | $976K |
| CoreCap Advisors, LLC | 0.03% | Add +0.8% | 3,231 | $976K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.5% | 3,223 | $974K |
| Passumpsic Savings Bank | 0.53% | — | 3,217 | $972K |
| Empower Advisory Group, LLC | 0.00% | Add +6.3% | 3,176 | $960K |
| 4WEALTH Advisors, Inc. | 0.82% | Add +11.4% | 3,147 | $951K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.2% | 3,118 | $942K |
| Duncan Williams Asset Management, LLC | 0.23% | Reduce -3.6% | 3,030 | $939K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.8% | 3,076 | $929K |
| Shoker Investment Counsel, Inc. | 0.27% | Add +0.1% | 3,056 | $924K |
| Glassman Wealth Services | 0.12% | No change | 3,015 | $911K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -10.6% | 3,003 | $907K |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 2,997 | $905K |
| Signet Financial Management, LLC | 0.10% | Reduce -3.0% | 2,986 | $902K |
| Key Financial Inc | 0.16% | Add +5.6% | 2,980 | $900K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Add +0.0% | 2,965 | $896K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.5% | 2,951 | $892K |
| Valley Forge Investment Consultants Inc. Adv | 0.26% | Add +0.1% | 2,949 | $891K |
| Revisor Wealth Management LLC | 0.24% | Reduce -46.6% | 2,701 | $882K |
| Diversify Advisory Services, LLC | 0.03% | Add +1.8% | 2,710 | $881K |
| GEN Financial Management, INC. | 0.55% | Add +0.0% | 2,909 | $879K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 2,884 | $871K |
| Balefire, LLC | 0.17% | Reduce -5.9% | 2,877 | $869K |
| Carl P. Sherr & Co., LLC | 0.39% | No change | 2,770 | $867K |
| Elm3 Financial Group, LLC | 0.72% | New | 2,861 | $864K |
| Principal Securities, Inc. | 0.01% | Add +7.2% | 2,858 | $864K |
| Financial Alternatives, Inc | 0.50% | No change | 2,843 | $859K |
| Bernicke Wealth Management, Ltd. | 0.11% | — | 2,843 | $859K |
| BIP Wealth, LLC | 0.03% | Reduce -7.4% | 2,832 | $856K |
| IFG Advisors, LLC | 0.14% | Add +0.0% | 2,817 | $851K |
| Ballentine Partners, LLC | 0.01% | Add +2.8% | 2,784 | $841K |
| Evermay Wealth Management LLC | 0.09% | Reduce -2.1% | 2,765 | $835K |
| McClarren Financial Advisors, Inc. | 0.50% | Add +19.1% | 3,539 | $831K |
| Coordinated Financial Services, Inc. | 0.48% | Reduce -0.3% | 2,742 | $828K |
| Net Worth Advisory Group | 0.17% | Add +195.0% | 2,738 | $827K |
| Wisconsin Wealth Advisors, LLC | 0.81% | Reduce -0.4% | 2,729 | $825K |
| Compass Financial Group, INC | 0.12% | Reduce -0.9% | 2,717 | $821K |
| First Trust Advisors LP | 0.00% | Reduce -1.6% | 2,710 | $819K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,708 | $818K |
| Kennicott Capital Management LLC | 0.40% | Reduce -36.4% | 2,703 | $817K |
| XY Planning Network, Inc. | 0.14% | Add +1.2% | 2,702 | $816K |
| Nalls Sherbakoff Group, LLC | 0.59% | Reduce -16.7% | 2,700 | $816K |
| Eagle Strategies LLC | 0.10% | Add +44.9% | 2,693 | $813K |
| Keystone Financial Services, LLC | 0.55% | Add +0.7% | 2,659 | $803K |
| Asset Dedication, LLC | 0.05% | No change | 2,657 | $803K |
| AMG National Trust Bank | 0.02% | No change | 2,640 | $798K |
| Glenview Trust Co | 0.01% | Reduce -4.5% | 2,628 | $794K |
| Decker Wealth Management LLC | 0.17% | — | 2,616 | $790K |
| Capital Squared Financial LLC | 0.62% | Add +12.2% | 2,615 | $790K |
| Dahring | Cusmano LLC | 0.55% | Add +9.3% | 2,608 | $788K |
| Fiducient Advisors LLC | 0.10% | Add +12.3% | 2,601 | $786K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +47.9% | 2,592 | $783K |
| Norden Group LLC | 0.08% | Add +5.5% | 2,589 | $782K |
| Goepper Burkhardt LLC | 0.25% | Reduce -22.5% | 2,586 | $781K |
| WealthShield Partners, LLC | 0.09% | Reduce -12.0% | 2,562 | $774K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $773K |
| Steph & Co. | 0.22% | Reduce -3.3% | 2,551 | $771K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -14.4% | 2,546 | $769K |
| Fingerlakes Wealth Management, Inc. | 0.48% | Add +6.3% | 2,516 | $760K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 2,513 | $759K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +0.1% | 2,488 | $752K |
| Hoge Financial Services, LLC | 0.41% | Add +0.1% | 2,488 | $752K |
| Anchor Investment Management, LLC | 0.06% | Add +7.3% | 2,485 | $751K |
| Busey Bank | 0.02% | Reduce -9.9% | 2,480 | $749K |
| Arkadios Wealth Advisors | 0.01% | Add +38.0% | 2,479 | $749K |
| Diversified Management Inc. | 0.17% | — | 2,459 | $743K |
| Smithbridge Asset Management Inc. | 0.06% | Add +83.2% | 2,446 | $739K |
| Marino, Stram & Associates LLC | 0.13% | Add +9.8% | 2,435 | $736K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.4% | 2,435 | $736K |
| Evergreen Capital Management LLC | 0.02% | Add +0.0% | 2,427 | $733K |
| Goodwin Investment Advisory | 0.80% | Reduce -9.6% | 2,424 | $732K |
| Magnus Financial Group LLC | 0.06% | Add +0.4% | 2,419 | $731K |
| Aviso Wealth Management | 0.31% | Add +3.1% | 2,407 | $727K |
| Clarity Capital Advisors, LLC | 0.36% | Add +18.1% | 2,400 | $725K |
| Nvest Wealth Strategies, Inc. | 0.54% | — | 2,398 | $724K |
| O'ROURKE & COMPANY, Inc | 0.28% | Add +0.1% | 2,397 | $724K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -4.8% | 2,376 | $718K |
| William Mack & Associates, Inc. | 0.34% | Reduce -4.2% | 2,369 | $716K |
| Atlas Legacy Advisors, LLC | 0.13% | Add +11.7% | 2,363 | $714K |
| World Equity Group, Inc. | 0.20% | Add +5.3% | 2,354 | $711K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -17.7% | 2,353 | $711K |
| Keyvantage Wealth, LLC | 0.30% | Reduce -9.1% | 2,344 | $708K |
| 55 North Private Wealth, LLC | 0.19% | — | 2,338 | $706K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -3.9% | 2,322 | $701K |
| Procyon Advisors, LLC | 0.03% | Add +2.0% | 2,313 | $699K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | Add +131.2% | 2,277 | $698K |
| Fusion Capital, LLC | 0.20% | Add +5.3% | 2,308 | $697K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.1% | 2,287 | $691K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -4.0% | 2,280 | $689K |
| GWN Securities Inc. | 0.14% | Add +14.8% | 2,276 | $688K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +23.7% | 2,276 | $688K |
| Glass Jacobson Investment Advisors llc | 0.25% | No change | 2,257 | $682K |
| Arrow Investment Advisors, LLC | 0.76% | New | 2,257 | $682K |
| Tsfg, LLC | 0.10% | Add +0.0% | 2,249 | $679K |
| Choate Investment Advisors | 0.01% | No change | 2,224 | $672K |
| Orin Green Financial, LLC | 0.27% | No change | 2,224 | $672K |
| Integrated Capital Management, LLC | 0.29% | Reduce -1.5% | 2,213 | $668K |
| Wheelhouse Advisory Group LLC | 0.25% | Add +16.8% | 2,176 | $664K |
| John A. Wolfe & Associates, Inc. | 0.36% | — | 2,197 | $664K |
| Northwest Bancshares, Inc. | 0.13% | Reduce -6.7% | 2,190 | $662K |
| Maridea Wealth Management LLC | 0.10% | Add +3.8% | 2,180 | $659K |
| Bell Bank | 0.03% | No change | 2,169 | $655K |
| Savvy Advisors, Inc. | 0.02% | Add +70.5% | 2,165 | $654K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | New | 2,158 | $651K |
| Richmond Investment Services, LLC | 0.11% | Reduce -20.4% | 2,148 | $649K |
| Cassady Wealth & Retirement Planning, LLC | 0.42% | — | 2,146 | $648K |
| CCG Wealth Management, LLC | 0.28% | No change | 2,142 | $647K |
| QRG Capital Management, Inc. | 0.01% | Add +5.4% | 2,137 | $646K |
| Dala Group, LLC | 0.56% | — | 2,136 | $645K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -39.8% | 2,119 | $640K |
| Everstar Asset Management, LLC | 0.34% | No change | 2,113 | $638K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.7% | 2,113 | $638K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,102 | $635K |
| WoodTrust Financial Corp | 0.07% | Add +8.1% | 2,102 | $635K |
| Vise Technologies, Inc. | 0.01% | New | 2,097 | $634K |
| Northwest Wealth Advisors, LLC | 0.49% | — | 2,096 | $633K |
| NCP Inc. | 0.51% | Add +1.7% | 2,093 | $632K |
| Lee Danner & Bass Inc. | 0.05% | Reduce -0.1% | 2,092 | $632K |
| Csenge Advisory Group | 0.03% | Add +3.1% | 2,088 | $631K |
| Smithfield Trust Co | 0.03% | Reduce -11.7% | 2,086 | $625K |
| Waller Financial Planning Group, Inc. | 0.14% | Reduce -3.6% | 2,067 | $624K |
| Rinkey Investments | 0.16% | No change | 2,066 | $624K |
| Northeast Investment Management | 0.02% | No change | 2,061 | $623K |
| Solutions 4 Wealth, Ltd | 0.94% | Reduce -13.4% | 2,058 | $622K |
| Pacific Sun Financial Corp | 0.30% | Reduce -1.4% | 2,034 | $614K |
| Silverlake Wealth Management LLC | 0.14% | Add +2.4% | 2,027 | $612K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +2.7% | 2,027 | $612K |
| Monetary Solutions, Ltd | 0.60% | — | 2,026 | $612K |
| IFG Advisory, LLC | 0.03% | Add +8.3% | 2,013 | $608K |
| FSA Advisors, Inc. | 0.42% | New | 2,000 | $604K |
| Discipline Wealth Solutions, LLC | 0.11% | Reduce -0.7% | 1,989 | $601K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 1,972 | $596K |
| Willis Johnson & Associates, Inc. | 0.04% | No change | 1,971 | $595K |
| Windward Private Wealth Management Inc. | 0.21% | Reduce -17.2% | 1,960 | $592K |
| Taylor Financial Group, Inc. | 0.35% | No change | 1,950 | $589K |
| Oldfather Financial Services, LLC | 0.17% | Reduce -3.7% | 1,937 | $585K |
| Genesis Private Wealth, LLC | 0.18% | Reduce -2.3% | 1,935 | $584K |
| Coppell Advisory Solutions LLC | 0.06% | Add +44.1% | 1,909 | $582K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -11.1% | 1,920 | $580K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -0.5% | 1,914 | $578K |
| Callan Family Office, LLC | 0.01% | New | 1,914 | $578K |
| Brady Martz Wealth Solutions, LLC | 0.10% | Reduce -0.2% | 1,908 | $576K |
| Resolute Advisors LLC | 0.19% | Add +0.3% | 1,896 | $573K |
| Trilogy Capital Inc. | 0.03% | Add +47.1% | 1,895 | $572K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Add +1.1% | 1,888 | $570K |
| ProVise Management Group, LLC | 0.04% | No change | 1,887 | $570K |
| InvesTrust | 0.22% | Add +10.7% | 1,879 | $568K |
| Clark Financial Services Group Inc. | 0.30% | Reduce -67.2% | 1,820 | $567K |
| Financial Freedom, LLC | 0.28% | Add +0.1% | 1,875 | $566K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -0.8% | 1,858 | $561K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,853 | $560K |
| Angeles Wealth Management, LLC | 0.03% | No change | 1,851 | $559K |
| Shepherd Financial Partners LLC | 0.05% | No change | 1,841 | $556K |
| SFG Wealth Management, LLC. | 0.22% | No change | 1,841 | $556K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -6.5% | 1,838 | $555K |
| Indivisible Partners | 0.06% | — | 1,830 | $553K |
| Mgo One Seven LLC | 0.01% | Add +3.5% | 1,827 | $552K |
| K2 Financial Inc. | 0.42% | Add +2.5% | 1,730 | $548K |
| RKL Wealth Management LLC | 0.04% | Reduce -0.9% | 1,803 | $545K |
| Plancorp, LLC | 0.02% | Reduce -2.0% | 1,796 | $543K |
| United Advisor Group, LLC | 0.07% | Add +0.1% | 1,795 | $542K |
| McGuire Investment Group, LLC | 0.06% | Reduce -1.2% | 1,792 | $541K |
| Nwam LLC | 0.03% | Add +3.5% | 1,735 | $541K |
| Fidelis Capital Partners, LLC | 0.04% | Add +0.1% | 1,776 | $537K |
| NorthRock Partners, LLC | 0.01% | Add +36.4% | 1,754 | $530K |
| Greenspring Advisors, LLC | 0.03% | New | 1,755 | $530K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Reduce -0.3% | 1,751 | $529K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -6.6% | 1,748 | $528K |
| Jacobi Capital Management LLC | 0.03% | Add +0.2% | 1,743 | $527K |
| Finward Bancorp | 0.41% | Reduce -3.2% | 1,743 | $527K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -3.6% | 1,741 | $526K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.0% | 1,730 | $523K |
| Axis Wealth Partners, LLC | 0.29% | Reduce -3.0% | 1,726 | $521K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.5% | 1,715 | $518K |
| Petix & Botte Co | 0.12% | Reduce -4.6% | 1,710 | $517K |
| SlateStone Wealth, LLC | 0.04% | Add +0.1% | 1,703 | $514K |
| Unconventional Investor, LLC | 0.24% | Add +0.2% | 1,696 | $512K |
| First Financial Corp. | 0.19% | Add +6.2% | 1,693 | $511K |
| International Assets Investment Management, LLC | 0.04% | Add +85.1% | 1,692 | $511K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +7.7% | 1,684 | $508K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -0.4% | 1,673 | $505K |
| LongView Wealth Management | 0.12% | Add +3.3% | 1,558 | $501K |
| Christine Messmer PC | 0.33% | — | 1,654 | $500K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.5% | 1,649 | $498K |
| Fourth Dimension Wealth, LLC | 0.18% | Reduce -0.9% | 1,639 | $495K |
| Livet Wealth, LLC | 0.30% | — | 1,623 | $490K |
| Provident Wealth Management, LLC | 0.14% | No change | 1,620 | $489K |
| Strategic Investment Solutions, Inc. | 0.12% | Reduce -42.8% | 1,617 | $489K |
| Orleans Capital Management Corp. | 0.30% | Add +45.5% | 1,600 | $483K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -1.2% | 1,599 | $483K |
| Ascent Group, LLC | 0.02% | Reduce -3.6% | 1,595 | $482K |
| Caldwell Trust Co | 0.04% | Reduce -1.4% | 1,595 | $482K |
| Apeiron RIA LLC | 0.10% | Reduce -17.5% | 1,595 | $482K |
| Athena Investment Management | 0.25% | Reduce -17.0% | 1,590 | $480K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -68.1% | 1,582 | $478K |
| Fearless Solutions, LLC dba Best Invest | 0.29% | Reduce -4.5% | 1,580 | $477K |
| Invst, LLC | 0.05% | Reduce -10.4% | 1,574 | $476K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 1,559 | $471K |
| MWA Asset Management | 0.26% | Reduce -2.0% | 1,547 | $467K |
| Courier Capital LLC | 0.03% | Reduce -1.2% | 1,535 | $464K |
| Signaturefd, LLC | 0.01% | Add +6.5% | 1,531 | $463K |
| Agate Pass Investment Management, LLC | 0.17% | Add +21.7% | 1,523 | $460K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $456K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +7.8% | 1,507 | $455K |
| Asempa Wealth Advisors | 0.39% | — | 1,502 | $454K |
| Curry Webb Wealth Management LLC | 0.22% | — | 1,500 | $453K |
| Nordwand Advisors, LLC | 0.08% | No change | 1,500 | $453K |
| Bravias Capital Group, LLC | 0.27% | Add +0.1% | 1,499 | $453K |
| Aspen Grove Capital, LLC | 0.08% | No change | 1,495 | $452K |
| Tactive Advisors, LLC | 0.13% | Add +33.7% | 1,495 | $452K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -4.1% | 1,488 | $450K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +45.8% | 1,487 | $449K |
| J. Derek Lewis & Associates Inc. | 0.10% | — | 1,478 | $447K |
| Strategic Financial Services, Inc. | 0.02% | Add +13.4% | 1,408 | $445K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -1.0% | 1,467 | $443K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -3.0% | 1,465 | $443K |
| Financial Insights, Inc. | 0.15% | Reduce -1.0% | 1,449 | $438K |
| Spinnaker Trust | 0.02% | Add +57.6% | 1,445 | $437K |
| S.A. Mason LLC | 0.17% | No change | 1,444 | $436K |
| Thayer Partners, LLC / MA | 0.21% | — | 1,443 | $436K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,433 | $433K |
| Headland Capital, LLC | 0.12% | Reduce -1.0% | 1,429 | $432K |
| Alteri Wealth LLC | 0.14% | Add +33.9% | 1,422 | $430K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -7.3% | 1,411 | $427K |
| AIMZ Investment Advisors, LLC | 0.12% | New | 1,405 | $424K |
| Sensible Money, LLC | 0.13% | No change | 1,394 | $421K |
| Ewa, LLC | 0.10% | Reduce -0.4% | 1,389 | $420K |
| Keebeck Wealth Management | 0.05% | No change | 1,386 | $419K |
| SFI Advisors, LLC | 0.27% | Add +7.5% | 1,382 | $418K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +49.1% | 1,379 | $417K |
| NavPoint Financial, Inc. | 0.18% | Add +0.3% | 1,375 | $415K |
| Kaizen Financial Strategies | 0.18% | Add +8.0% | 1,374 | $415K |
| Bowman & Co S.C. | 0.18% | Add +0.4% | 1,373 | $415K |
| Quadrant Capital Group LLC | 0.01% | Add +83.2% | 1,370 | $414K |
| HSBC Holdings PLC | 0.00% | New | 1,363 | $412K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.3% | 1,362 | $411K |
| Destination Wealth Management | 0.01% | Add +83.6% | 1,355 | $409K |
| LGL Partners, LLC | 0.17% | Add +0.2% | 1,353 | $409K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $408K |
| Davis Investment Partners, LLC | 0.14% | No change | 1,326 | $407K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,340 | $405K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -1.3% | 1,336 | $404K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -2.4% | 1,335 | $403K |
| Planning Directions Inc. | 0.20% | Reduce -1.3% | 1,332 | $402K |
| Passive Capital Management, LLC. | 0.13% | No change | 1,330 | $402K |
| Clearstead Advisors, LLC | 0.01% | Reduce -12.6% | 1,323 | $400K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,321 | $399K |
| Grove Street Fiduciary, LLC | 0.17% | No change | 1,319 | $398K |
| Cutler Investment Counsel LLC | 0.04% | Add +0.9% | 1,318 | $398K |
| Argentarii, LLC | 0.13% | Add +1.2% | 1,311 | $396K |
| West Bancorporation Inc. | 0.21% | Reduce -1.3% | 1,311 | $396K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -18.9% | 1,228 | $395K |
| New Wave Wealth Advisors LLC | 0.14% | Add +3.3% | 1,308 | $395K |
| Zions Bancorporation, National Association | 0.02% | Add +1.6% | 1,305 | $394K |
| SOL Capital Management CO | 0.04% | Reduce -3.0% | 1,303 | $394K |
| Wealth Preservation Advisors, LLC | 0.20% | Add +0.1% | 1,302 | $393K |
| Clark Asset Management, LLC | 0.04% | Add +46.3% | 1,301 | $393K |
| Strive Financial Group ,LLC | 0.21% | — | 1,298 | $392K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $392K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -2.3% | 1,295 | $391K |
| Salomon & Ludwin, LLC | 0.03% | Add +0.3% | 1,253 | $390K |
| Earned Wealth Advisors, LLC | 0.03% | New | 1,290 | $390K |
| Jeppson Wealth Management, LLC | 0.12% | Add +0.2% | 1,287 | $389K |
| Arsenal Capital Advisors LLC | 0.27% | — | 1,277 | $386K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.4% | 1,269 | $383K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +14.1% | 1,263 | $382K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -12.0% | 1,261 | $381K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -37.6% | 1,261 | $381K |
| PFG Investments, LLC | 0.02% | Add +5.6% | 1,254 | $379K |
| Snowwater Investment Partners, LLC | 0.35% | — | 1,250 | $378K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.3% | 1,247 | $377K |
| WBH Advisory Inc. | 0.03% | Add +19.2% | 1,244 | $376K |
| Gilbert & Cook, Inc. | 0.05% | Reduce -0.3% | 1,242 | $375K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -17.5% | 1,236 | $373K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,235 | $373K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -1.1% | 1,229 | $371K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 1,226 | $370K |
| Brooklyn Investment Group | 0.02% | New | 1,202 | $369K |
| Essex Financial Services, Inc. | 0.02% | Add +9.1% | 1,204 | $364K |
| Evanson Asset Management, LLC | 0.02% | Reduce -18.2% | 1,200 | $363K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 1,193 | $360K |
| Compass Capital Corp. /Ma/ | 0.14% | Reduce -6.6% | 1,123 | $359K |
| Hoxton Planning & Management, LLC | 0.11% | Add +72.0% | 1,183 | $357K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -1.2% | 1,183 | $357K |
| Wealthspan Partners, LLC | 0.13% | Reduce -4.0% | 1,180 | $356K |
| Quantum Portfolio Management LLC | 0.16% | Reduce -27.6% | 1,178 | $356K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +0.2% | 1,175 | $355K |
| MBL Wealth, LLC | 0.03% | Add +4.7% | 1,165 | $352K |
| Continuum Advisory, LLC | 0.04% | Add +0.1% | 1,164 | $352K |
| Smith, Moore & Co. | 0.03% | Reduce -1.7% | 1,151 | $348K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,150 | $347K |
| Sigma Planning Corp | 0.01% | Add +3.6% | 1,147 | $347K |
| Integral Investment Advisors, Inc. | 0.09% | Add +32.0% | 1,135 | $343K |
| McDonald Partners LLC | 0.11% | Add +1.8% | 1,130 | $341K |
| Greenleaf Trust | 0.00% | New | 1,130 | $341K |
| Legacy Wealth Asset Management, LLC | 0.08% | New | 1,129 | $341K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,129 | $341K |
| Fisher Asset Management | 0.00% | New | 1,127 | $341K |
| Farmers National Bank | 0.08% | Add +1.4% | 1,125 | $340K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -10.2% | 1,123 | $339K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -0.7% | 1,109 | $335K |
| Stewardship Advisors, LLC | 0.08% | Add +3.2% | 1,108 | $335K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Add +3.3% | 1,105 | $334K |
| Fonville Wealth Management LLC | 0.07% | No change | 1,105 | $334K |
| American Money Management, LLC | 0.05% | Reduce -1.9% | 1,104 | $334K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.3% | 1,100 | $332K |
| ARK & TLK Investments, LLC | 0.09% | No change | 1,099 | $332K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,098 | $332K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,096 | $331K |
| PDS Planning, Inc | 0.02% | Add +0.4% | 1,091 | $330K |
| Graney & King, LLC | 0.19% | Reduce -3.0% | 1,091 | $330K |
| IPG Investment Advisors LLC | 0.06% | No change | 1,091 | $330K |
| M.E. Allison & Co., Inc. | 0.22% | Add +0.3% | 1,089 | $329K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,086 | $328K |
| Merited Wealth, LLC | 0.30% | — | 1,084 | $327K |
| Deutsche Bank AG | 0.00% | Reduce -3.6% | 1,083 | $327K |
| Chapin Davis, Inc. | 0.08% | Add +0.1% | 1,079 | $326K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 1,072 | $324K |
| LaFleur & Godfrey LLC | 0.04% | Add +12.2% | 1,068 | $323K |
| Advisory Advocates, LLC | 0.32% | — | 1,061 | $321K |
| Vident Advisory, LLC | 0.00% | Add +15.8% | 1,041 | $315K |
| PUREfi Wealth, LLC | 0.24% | Add +0.1% | 1,040 | $314K |
| Cypress Wealth Services, LLC | 0.04% | New | 1,035 | $313K |
| Spire Wealth Management | 0.01% | Add +0.6% | 1,035 | $313K |
| Alexander Labrunerie & Co., Inc. | 0.11% | Reduce -1.2% | 1,033 | $312K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.2% | 963 | $308K |
| Wrapmanager Inc. | 0.10% | Reduce -20.0% | 1,020 | $308K |
| Financial Perspectives, Inc | 0.08% | Add +0.2% | 1,008 | $305K |
| Verity Asset Management, Inc. | 0.13% | Reduce -48.8% | 1,007 | $304K |
| CDM Financial Counseling Services, Inc. | 0.28% | — | 1,003 | $304K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 1,000 | $302K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 996 | $301K |
| Prospect Financial Services LLC | 0.17% | No change | 996 | $301K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +144.3% | 987 | $298K |
| Copia Wealth Management | 0.21% | Reduce -28.2% | 987 | $298K |
| Facet Wealth, Inc. | 0.01% | Add +24.2% | 919 | $296K |
| Signal Advisors Wealth, LLC | 0.02% | New | 979 | $296K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1927.1% | 973 | $294K |
| Brian Low Financial Group, LLC | 0.20% | Reduce -9.5% | 956 | $289K |
| Align Financial, LLC | 0.17% | — | 288,817 | $289K |
| Triad Wealth Partners, LLC | 0.03% | New | 949 | $287K |
| Sutton Place Investors LLC | 0.16% | Add +0.1% | 948 | $286K |
| Flow Traders U.S. LLC | 0.01% | Reduce -84.6% | 947 | $286K |
| Axim Planning & Wealth | 0.30% | Reduce -2.4% | 944 | $285K |
| Bogart Wealth, LLC | 0.01% | Reduce -24.1% | 943 | $285K |
| LWM Advisors Inc. | 0.25% | No change | 942 | $285K |
| Refined Wealth Management | 0.19% | New | 942 | $285K |
| Headinvest, LLC | 0.06% | No change | 940 | $284K |
| Edge Financial Advisors LLC | 0.12% | Add +0.3% | 937 | $283K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -2.4% | 935 | $282K |
| Strategic Equity Management | 0.10% | New | 934 | $282K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 933 | $282K |
| Sepio Capital, LP | 0.02% | Reduce -0.5% | 932 | $282K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 930 | $281K |
| Apollon Financial, LLC | 0.04% | No change | 923 | $279K |
| Saxon Interests, Inc. | 0.10% | No change | 923 | $279K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 916 | $277K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 857 | $276K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -17.3% | 913 | $276K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +13.6% | 913 | $276K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.1% | 910 | $275K |
| Macroview Investment Management LLC | 0.19% | Reduce -73.9% | 909 | $275K |
| Root Financial Partners, LLC | 0.01% | Add +62.3% | 907 | $274K |
| VSM Wealth Advisory, LLC | 0.08% | Add +137.4% | 902 | $273K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -30.2% | 902 | $272K |
| Ti-Trust, Inc. | 0.17% | No change | 899 | $272K |
| Waters Parkerson & Co., LLC | 0.01% | New | 899 | $272K |
| First Pacific Financial | 0.04% | Add +48.9% | 898 | $271K |
| HUB Investment Partners, LLC | 0.01% | New | 898 | $271K |
| Foster Group, Inc. | 0.01% | Reduce -4.5% | 885 | $267K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.2% | 878 | $265K |
| Ponta Wealth Partners, LLC | 0.25% | — | 877 | $265K |
| Sage Financial Management Group, Inc. | 0.08% | No change | 877 | $265K |
| TPG Financial Advisors, LLC | 0.09% | Add +1.9% | 874 | $264K |
| Austin Wealth Management, LLC | 0.04% | New | 826 | $262K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -1.8% | 866 | $262K |
| Kropog Financial Group, LLC | 0.20% | No change | 865 | $261K |
| Pennington Partners & Co., LLC | 0.10% | New | 864 | $261K |
| Advisory Resource Group | 0.05% | Add +24.9% | 857 | $259K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.0% | 854 | $258K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 849 | $256K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 849 | $256K |
| Moneywise, Inc. | 0.11% | New | 842 | $254K |
| Parsons Capital Management Inc. | 0.01% | No change | 842 | $254K |
| Fortitude Family Office, LLC | 0.06% | No change | 840 | $254K |
| Western Reserve Capital Management, LLC | 0.24% | — | 836 | $253K |
| Rossmore Private Capital | 0.02% | Reduce -0.2% | 833 | $252K |
| Argent Advisors, Inc. | 0.07% | Reduce -8.3% | 830 | $251K |
| Cypress Financial Planning LLC | 0.07% | New | 825 | $251K |
| Linscomb Wealth, Inc. | 0.01% | No change | 829 | $250K |
| PW Advisors, LLC \ FL | 0.20% | — | 826 | $250K |
| Granite Investment Partners, LLC | 0.01% | New | 823 | $249K |
| Diversify Wealth Management, LLC | 0.01% | No change | 767 | $247K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -2.0% | 817 | $247K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 815 | $246K |
| Pacific Excel Wealth Advisors, Inc. | 0.46% | — | 812 | $245K |
| New Age Alpha Advisors, LLC | 0.01% | Add +63.5% | 811 | $245K |
| Capital Insight Partners, LLC | 0.05% | New | 810 | $245K |
| Investment Advisory Group, LLC | 0.06% | Reduce -4.3% | 808 | $244K |
| Horizon Investment Services, LLC | 0.09% | No change | 808 | $244K |
| HM Payson & Co. | 0.00% | No change | 808 | $244K |
| Private Trust Co. NA | 0.02% | Reduce -19.9% | 804 | $243K |
| Neuberger Berman Group LLC | 0.00% | No change | 802 | $242K |
| Hurley Capital, LLC | 0.13% | Add +0.3% | 797 | $241K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.3% | 793 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 792 | $239K |
| G2 Capital Management, LLC / Oh | 0.06% | Reduce -31.8% | 791 | $239K |
| RiverFront Investment Group, LLC | 0.00% | New | 791 | $239K |
| WPG Advisers, LLC | 0.18% | Add +0.9% | 790 | $239K |
| N.E.W. Advisory Services LLC | 0.02% | Add +11.8% | 788 | $238K |
| Philadelphia Trust Co. | 0.02% | No change | 783 | $237K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.3% | 783 | $237K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 781 | $236K |
| Madison Park Capital Advisors, LLC | 0.19% | Add +0.3% | 779 | $235K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -11.4% | 778 | $235K |
| North Star Investment Management Corp. | 0.01% | No change | 774 | $234K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 772 | $233K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 770 | $233K |
| TritonPoint Partners, LLC | 0.12% | — | 769 | $232K |
| Dougherty & Associates, LLC | 0.21% | — | 765 | $231K |
| Lexington Hill Partners, LLC | 0.17% | — | 766 | $231K |
| Lodestar Private Asset Management LLC | 0.02% | Add +0.1% | 764 | $231K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -40.6% | 763 | $231K |
| Cove Private Wealth, LLC | 0.07% | No change | 759 | $229K |
| Dynamic Financial Group | 0.20% | Add +0.1% | 758 | $229K |
| Tectonic Advisors LLC | 0.01% | New | 757 | $229K |
| Blackston Financial Advisory Group, LLC | 0.14% | Add +9.3% | 755 | $228K |
| Regions Financial Corp. | 0.00% | Add +6.0% | 755 | $228K |
| Convergence Financial, LLC | 0.03% | Add +7.4% | 755 | $228K |
| REDW Wealth LLC | 0.09% | No change | 752 | $227K |
| Archer Investment Management, LLC | 0.12% | New | 748 | $226K |
| Arcadia Investment Advisors LLC | 0.10% | Reduce -7.8% | 747 | $226K |
| TFC Financial Management, Inc. | 0.03% | Add +14.5% | 743 | $224K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 707 | $224K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 741 | $224K |
| Wealthquest Corp | 0.02% | New | 740 | $224K |
| F/m Investments LLC | 0.01% | No change | 740 | $224K |
| Veratis Advisors, Inc. | 0.18% | — | 708 | $222K |
| Uniting Wealth Partners, LLC | 0.07% | No change | 734 | $222K |
| Wells Financial Advisors INC | 0.42% | Reduce -40.9% | 731 | $221K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 727 | $220K |
| Five Pine Wealth Management | 0.14% | Reduce -0.3% | 724 | $219K |
| Holos Integrated Wealth LLC | 0.12% | No change | 711 | $218K |
| Smith Salley Wealth Management | 0.01% | No change | 720 | $218K |
| Miller Financial Services LLC | 0.25% | Add +6.7% | 718 | $217K |
| Index Technologies Group LLC | 0.23% | — | 716 | $216K |
| Atlas Brown,Inc. | 0.06% | No change | 715 | $216K |
| Channel Wealth LLC | 0.05% | Reduce -0.6% | 715 | $216K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 715 | $216K |
| SageView Advisory Group, LLC | 0.01% | Reduce -18.9% | 705 | $213K |
| Asset Allocation Strategies LLC | 0.04% | Add +0.9% | 690 | $208K |
| Beacon Financial Group | 0.02% | No change | 688 | $208K |
| Madison Wealth Partners, Inc | 0.04% | New | 686 | $207K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 684 | $207K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 684 | $207K |
| Midwest Financial Group LLC | 0.09% | No change | 683 | $206K |
| Dupree Financial Group, LLC | 0.08% | No change | 682 | $206K |
| Sageworth Trust Co | 0.01% | Reduce -7.8% | 682 | $206K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +5.4% | 684 | $206K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -19.9% | 680 | $205K |
| Capstone Wealth Management Group, LLC | 0.09% | No change | 673 | $203K |
| 1776 Wealth LLC | 0.08% | Reduce -60.0% | 672 | $203K |
| Obermeyer Wealth Partners | 0.01% | New | 672 | $203K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 672 | $203K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 671 | $203K |
| Wealth Dimensions Group, Ltd. | 0.04% | Reduce -5.8% | 669 | $202K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 668 | $202K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 667 | $202K |
| Winter & Associates, Inc. | 0.19% | — | 666 | $201K |
| Rollins Financial Advisors, LLC | 0.03% | New | 663 | $200K |
| Gradient Investments LLC | 0.00% | New | 663 | $200K |
| Birchwood Financial Partners, Inc. | 0.20% | — | 658 | $199K |
| Entrust Financial LLC | 0.14% | — | 641 | $194K |
| Sound Income Strategies, LLC | 0.01% | Add +488.2% | 547 | $178K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 584 | $176K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -10.3% | 581 | $176K |
| Fairscale Capital, LLC | 0.12% | Add +2.3% | 581 | $176K |
| Westfuller Advisors, LLC | 0.07% | No change | 577 | $174K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +13925.0% | 561 | $169K |
| Ameriflex Group, Inc. | 0.09% | Reduce -39.4% | 550 | $166K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 548 | $166K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.2% | 544 | $164K |
| Concord Wealth Partners | 0.02% | No change | 528 | $160K |
| BNP Paribas Financial Markets | 0.00% | Add +5.8% | 528 | $160K |
| Colonial Trust Co / SC | 0.02% | Reduce -2.1% | 515 | $157K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -15.3% | 516 | $156K |
| Cornerstone Financial Management LLC | 0.14% | — | 510 | $154K |
| Colony Family Offices, LLC | 0.04% | No change | 503 | $152K |
| Legacy Bridge, LLC | 0.06% | No change | 502 | $152K |
| New Millennium Group LLC | 0.06% | Reduce -1.6% | 491 | $148K |
| Qube Research & Technologies Ltd | 0.00% | New | 489 | $148K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 486 | $147K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -45.1% | 478 | $144K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -10.4% | 473 | $143K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.20% | No change | 462 | $140K |
| Trust Co. of Vermont | 0.01% | Add +93.3% | 462 | $140K |
| Crews Bank & Trust | 0.02% | New | 458 | $138K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $135K |
| Independence Bank of Kentucky | 0.02% | Reduce -3.5% | 447 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.5% | 443 | $134K |
| Miller Capital Partners, Inc. | 0.07% | — | 432 | $131K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 427 | $129K |
| Tucker Asset Management LLC | 0.04% | Add +946.1% | 408 | $123K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -9.0% | 406 | $123K |
| ORG Partners LLC | 0.02% | Reduce -3.8% | 404 | $122K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 400 | $121K |
| Trust Co. of Toledo NA | 0.01% | No change | 400 | $121K |
| Piscataqua Savings Bank | 0.08% | No change | 400 | $121K |
| Register Financial Advisors LLC | 0.05% | Add +0.3% | 397 | $120K |
| Milestone Investment Advisors LLC | 0.03% | No change | 388 | $117K |
| Millstone Evans Group, LLC | 0.07% | Add +35.1% | 385 | $116K |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 383 | $116K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $115K |
| Rothschild Investment LLC | 0.01% | Reduce -16.7% | 375 | $113K |
| JNBA Financial Advisors | 0.01% | No change | 375 | $113K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 371 | $112K |
| Old Second National Bank of Aurora | 0.02% | No change | 369 | $111K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.8% | 366 | $111K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +43.8% | 361 | $109K |
| Legacy Wealth Managment, LLC | 0.05% | Add +981.8% | 357 | $108K |
| Phillips Financial Management, LLC | 0.01% | No change | 349 | $105K |
| Godsey & Gibb, Inc. | 0.01% | No change | 345 | $104K |
| Ancora Advisors LLC | 0.00% | Reduce -12.8% | 342 | $103K |
| Dunhill Financial, LLC | 0.03% | Reduce -44.9% | 333 | $101K |
| TCTC Holdings, LLC | 0.00% | No change | 321 | $97K |
| Elyxium Wealth, LLC | 0.03% | New | 315 | $95K |
| Horizon Bancorp Inc. | 0.05% | Reduce -15.6% | 313 | $95K |
| Alerus Financial NA | 0.00% | No change | 311 | $94K |
| Seal Cove Capital, LLC | 0.09% | — | 308 | $93K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +1.0% | 304 | $92K |
| Truvestments Capital LLC | 0.02% | Reduce -2.9% | 300 | $91K |
| Navalign, LLC | 0.02% | New | 299 | $90K |
| Bullock Wealth Management Group | 0.04% | — | 292 | $88K |
| Horizon Financial Services, LLC | 0.04% | Add +18.0% | 288 | $87K |
| Chapman Financial Group, LLC | 0.06% | No change | 283 | $85K |
| NBT Bank, N.A. | 0.01% | Add +1.2% | 347 | $84K |
| Hanson & Doremus Investment Management | 0.01% | Add +3.5% | 270 | $82K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 261 | $79K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -91.9% | 258 | $78K |
| Addison Advisors LLC | 0.02% | No change | 255 | $77K |
| West Financial Advisors, LLC | 0.01% | No change | 254 | $77K |
| Wagner Wealth Management, LLC | 0.02% | No change | 251 | $76K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 251 | $76K |
| IAG Wealth Partners, LLC | 0.01% | Add +53.4% | 247 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $74K |
| Johnson Financial Group, Inc. | 0.00% | No change | 242 | $73K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $73K |
| Cape Investment Advisory, Inc. | 0.02% | Add +143.9% | 239 | $72K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $70K |
| Abound Wealth Management | 0.02% | Reduce -9.4% | 231 | $70K |
| National Bank of Canada | 0.00% | No change | 230 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.4% | 230 | $69K |
| Valued Wealth Advisors LLC | 0.03% | No change | 225 | $68K |
| Fairman Group, LLC | 0.05% | Reduce -50.8% | 218 | $66K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $66K |
| Mechanics Financial Corp | 0.02% | No change | 215 | $65K |
| City State Bank | 0.02% | No change | 210 | $63K |
| Bellevue Asset Management, LLC | 0.02% | No change | 205 | $62K |
| Modus Advisors, LLC | 0.02% | New | 202 | $61K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $60K |
| Eastern Bank | 0.00% | Add +62.6% | 200 | $60K |
| Signature Equity Partners, LLC | 0.03% | — | 194 | $59K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -8.0% | 183 | $55K |
| Bangor Savings Bank | 0.00% | No change | 182 | $55K |
| SouthState Bank Corp | 0.00% | No change | 182 | $55K |
| Lanark Financial, Inc. | 0.00% | Add +24.3% | 179 | $54K |
| EPG Wealth Management LLC | 0.01% | Reduce -2.2% | 176 | $53K |
| Breakwater Investment Management | 0.02% | No change | 176 | $53K |
| McIlrath & Eck, LLC | 0.00% | No change | 173 | $52K |
| Vestor Capital, LLC | 0.00% | Add +84.2% | 304 | $50K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $49K |
| Eagle Bay Advisors LLC | 0.03% | New | 156 | $47K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $47K |
| 2UniFi Bank | 0.02% | No change | 152 | $46K |
| Operose Advisors LLC | 0.01% | No change | 151 | $46K |
| Matrix Private Capital Group LLC | 0.02% | Add +2.8% | 146 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 145 | $44K |
| Tompkins Financial Corp. | 0.00% | No change | 139 | $42K |
| Atomic Invest LLC | 0.02% | — | 137 | $42K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $41K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 130 | $39K |
| Sherman Asset Management, Inc. | 0.03% | No change | 130 | $39K |
| Archer Investment Corp | 0.01% | Reduce -11.8% | 127 | $38K |
| Grove Bank & Trust | 0.00% | No change | 126 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 120 | $36K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 119 | $36K |
| Rossby Financial, LCC | 0.01% | Add +13.3% | 111 | $34K |
| Park Place Capital Corp | 0.01% | No change | 111 | $34K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $33K |
| Darwin Wealth Management, LLC | 0.01% | Add +25.9% | 107 | $32K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 106 | $32K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 104 | $31K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $30K |
| Global Wealth Strategies & Associates | 0.01% | No change | 97 | $29K |
| Davis Capital Management | 0.02% | No change | 96 | $29K |
| Birchbrook, Inc. | 0.01% | New | 95 | $29K |
| IMG Wealth Management, Inc. | 0.02% | No change | 95 | $29K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $27K |
| Simplex Trading, LLC | 0.00% | New | 89 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $27K |
| Webster Bank, N. A. | 0.00% | No change | 85 | $26K |
| Nemes Rush Group LLC | 0.00% | Reduce -74.0% | 81 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $24K |
| Caitlin John, LLC | 0.01% | No change | 76 | $23K |
| Country Trust Bank | 0.00% | No change | 76 | $23K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 74 | $22K |
| Toth Financial Advisory Corp. | 0.00% | New | 73 | $22K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -32.7% | 72 | $22K |
| Kelleher Financial Advisors | 0.00% | No change | 70 | $21K |
| Pandora Wealth, Inc. | 0.01% | No change | 67 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 66 | $20K |
| Curio Wealth, LLC | 0.01% | No change | 62 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -1.6% | 62 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -1.6% | 62 | $19K |
| Heritage Wealth Advisors | 0.00% | No change | 60 | $18K |
| Manning & Napier Advisors LLC | 0.00% | No change | 60 | $18K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 58 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | Add +10.0% | 55 | $17K |
| Missouri Trust & Investment Co | 0.00% | No change | 54 | $16K |
| South Plains Financial, Inc. | 0.01% | New | 49 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $15K |
| SHP Wealth Management | 0.00% | — | 47 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 47 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 46 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | Add +50.0% | 45 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $14K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 45 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 41 | $12K |
| Reflection Asset Management | 0.01% | — | 39 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | New | 40 | $12K |
| Albion Financial Group | 0.00% | No change | 40 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 40 | $12K |
| Garner Asset Management Corp | 0.00% | New | 39 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -22.4% | 38 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 37 | $11K |
| West Paces Advisors Inc. | 0.00% | New | 36 | $11K |
| Triumph Capital Management | 0.00% | New | 35 | $11K |
| MCF Advisors LLC | 0.00% | No change | 34 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 31 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | New | 33 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +15.4% | 30 | $9K |
| Optima Capital LLC | 0.00% | New | 29 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $9K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.2% | 25 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $8K |
| Evolution Wealth Management Inc. | 0.01% | No change | 24 | $7K |
| First Community Trust NA | 0.01% | No change | 24 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 24 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -37.1% | 22 | $7K |
| United Financial Planning Group LLC | 0.00% | New | 21 | $6K |
| Strategic Advocates LLC | 0.00% | No change | 20 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $6K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 20 | $6K |
| Bay Harbor Wealth Management, 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 |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -90.8% | 18 | $5K |
| Lodestone Wealth Management LLC | 0.00% | New | 16 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 14 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 14 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 14 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $4K |
| Security National Bank | 0.00% | No change | 13 | $4K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 12 | $4K |
| Hager Investment Management Services, LLC | 0.00% | New | 11 | $3K |
| American Wealth Advisors, LLC | 0.00% | No change | 10 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| United Community Bank | 0.00% | No change | 10 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $3K |
| MidFirst Bank | 0.00% | — | 9 | $3K |
| Kentucky Trust Co | 0.00% | No change | 8 | $2K |
| Fairway Wealth LLC | 0.00% | New | 8 | $2K |
| one8zero8, LLC | 0.00% | New | 8 | $2K |
| Friedenthal Financial | 0.00% | No change | 7 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 7 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +40.0% | 7 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 7 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 6 | $2K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -97.1% | 5 | $2K |
| CDKV Holdings LLC | 0.00% | — | 5 | $2K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 5 | $2K |
| Integrity Financial Corp | 0.00% | No change | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 3 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $906 |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $605 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 2 | $604 |
| Walsh & Associates, LLC | 0.00% | — | 2 | $604 |
"% 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.