Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q1 2026 (March 31)1,220holders +8
83new positions
66sold out
4famous investors
$299.40avg. 13F price*
At the end of Q1 2026, 1,220 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 8 from Q4 2025. 83 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($585.3M) and Assetmark, Inc. ($486.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 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 (Q1 2026)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $114.5M |
| Exits | 66 | $18.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,784,252 shares bought and 3,376,979 shares sold, net −1,592,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,220 holders
| Bank of America Corp. | 0.19% | Reduce -17.7% | 8,438,257 | $2.6B |
| Morgan Stanley | 0.04% | Add +2.9% | 1,936,579 | $585.3M |
| Assetmark, Inc. | 0.99% | Add +2.8% | 1,609,318 | $486.4M |
| Corient Private Wealth LP | 0.45% | Add +0.6% | 1,031,328 | $311.7M |
| Sei Investments Co. | 0.27% | Add +1.6% | 984,721 | $297.6M |
| LPL Financial LLC | 0.07% | Reduce -1.2% | 898,982 | $271.7M |
| Wells Fargo & Company | 0.05% | Reduce -6.6% | 837,597 | $253.2M |
| EP Wealth Advisors, LLC | 1.20% | Add +4.1% | 807,814 | $244.2M |
| UBS Group AG | 0.04% | Add +5.9% | 769,517 | $232.6M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.5% | 697,629 | $210.9M |
| Cohen Klingenstein LLC | 6.47% | Reduce -1.0% | 661,433 | $199.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +21.1% | 637,264 | $192.6M |
| Mather Group, Llc. | 1.82% | Add +0.1% | 603,872 | $182.5M |
| Jones Financial Companies LLLP | 0.09% | Add +19.8% | 617,063 | $182.0M |
| Moneta Group Investment Advisors LLC | 1.22% | Add +5.8% | 536,196 | $162.1M |
| Choreo, LLC | 1.97% | Add +1.6% | 531,766 | $160.7M |
| Ameriprise Financial Inc. | 0.03% | Add +17.9% | 487,734 | $147.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.3% | 477,172 | $144.2M |
| Cetera Investment Advisers | 0.15% | Reduce -1.3% | 476,911 | $144.1M |
| Rwa Wealth Partners, LLC | 1.22% | Add +4.5% | 368,412 | $111.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.43% | — | 367,120 | $111.0M |
| MML Investors Services, LLC | 0.27% | Reduce -11.9% | 327,717 | $99.1M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -2.4% | 317,705 | $96.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.7% | 317,128 | $95.9M |
| Mill Creek Capital Advisors, LLC | 1.97% | Add +0.9% | 316,577 | $95.7M |
| Sand Hill Global Advisors, LLC | 3.20% | Add +2.6% | 314,286 | $95.0M |
| Osaic Holdings, Inc. | 0.13% | Add +14.7% | 295,512 | $89.4M |
| Royal Bank of Canada | 0.02% | Reduce -1.4% | 293,554 | $88.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -19.0% | 273,378 | $82.6M |
| US Bancorp \de | 0.09% | Add +14.2% | 206,025 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 243,275 | $70.5M |
| Focus Partners Wealth | 0.08% | Reduce -1.9% | 223,562 | $67.6M |
| 1832 Asset Management L.P. | 0.09% | Add +0.9% | 214,055 | $64.7M |
| Mariner, LLC | 0.07% | Add +0.6% | 212,492 | $64.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -3.0% | 206,206 | $62.3M |
| Wealthspire Advisors, LLC | 0.48% | Add +0.3% | 204,118 | $61.7M |
| Howard Capital Management, LLC | 0.91% | New | 183,200 | $55.4M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +3.2% | 171,756 | $51.9M |
| Fifth Third Bancorp | 0.09% | Add +145.0% | 167,255 | $50.6M |
| Congress Asset Management Co. | 0.33% | Add +35.8% | 151,879 | $45.9M |
| Stephens Group Asset Management, LLC | 2.88% | Add +26.7% | 149,329 | $45.1M |
| Stifel Financial Corp. | 0.04% | Add +3.1% | 148,527 | $44.9M |
| Strategies Wealth Advisors, LLC | 4.39% | Reduce -2.2% | 144,537 | $43.7M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -4.0% | 142,837 | $43.2M |
| Pathstone Holdings, LLC | 0.17% | Add +23.6% | 140,744 | $42.5M |
| Rodgers & Associates, LTD | 4.30% | Add +1.2% | 139,711 | $42.2M |
| Summit Financial Strategies, Inc. | 3.30% | Add +0.1% | 138,366 | $41.8M |
| Bragg Financial Advisors, Inc | 1.32% | Add +1.9% | 137,928 | $41.7M |
| Stephens Inc. | 0.50% | Add +2.0% | 133,265 | $40.3M |
| Avior Wealth Management, LLC | 1.12% | Reduce -1.5% | 131,049 | $39.6M |
| One Day In July LLC | 3.12% | Add +3.7% | 129,093 | $39.0M |
| Creative Planning | 0.03% | Add +1.5% | 124,032 | $37.5M |
| Mosaic Family Wealth Partners, LLC | 3.76% | Add +0.8% | 121,688 | $36.8M |
| Cwm, LLC | 0.09% | Add +3.0% | 118,422 | $35.8M |
| American Financial Advisors, LLC | 4.75% | Reduce -2.7% | 117,712 | $35.6M |
| Waldron Private Wealth LLC | 1.22% | Reduce -11.5% | 103,182 | $31.2M |
| NewEdge Advisors, LLC | 0.11% | Reduce -7.1% | 101,898 | $30.8M |
| Brickley Wealth Management | 5.23% | Add +0.1% | 100,821 | $30.5M |
| FMR LLC | 0.00% | Add +55.4% | 99,434 | $30.1M |
| Aaron Wealth Advisors LLC | 1.70% | Add +11.1% | 97,146 | $29.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +5.2% | 95,425 | $28.8M |
| Private Advisor Group, LLC | 0.13% | Reduce -31.1% | 93,386 | $28.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +2.9% | 88,509 | $26.8M |
| BHK Investment Advisors, LLC | 8.87% | Reduce -4.1% | 87,775 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.1% | 87,308 | $26.4M |
| Vision Capital Management, Inc. | 3.32% | Reduce -6.2% | 86,956 | $26.3M |
| Cresset Asset Management, LLC | 0.11% | Add +3.4% | 86,224 | $26.1M |
| Natixis Advisors, LLC | 0.04% | Add +3.6% | 84,555 | $25.6M |
| Merit Financial Group, LLC | 0.18% | Reduce -2.6% | 79,726 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -22.8% | 77,540 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.0% | 76,194 | $23.0M |
| McAdam, LLC | 1.03% | Reduce -2.2% | 75,478 | $22.8M |
| Whitaker-Myers Wealth Managers, LTD. | 4.54% | Add +4.6% | 75,423 | $22.8M |
| Truist Financial Corp. | 0.03% | Reduce -36.6% | 75,038 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.2% | 74,674 | $22.6M |
| Quent Capital, LLC | 1.53% | Add +13.9% | 71,442 | $21.6M |
| Atria Investments, Inc | 0.24% | Add +6.4% | 71,414 | $21.6M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -0.3% | 69,015 | $20.9M |
| Partners in Financial Planning | 3.35% | Add +1.2% | 66,835 | $20.2M |
| CIBC Bancorp USA Inc. | 0.03% | — | 65,227 | $19.7M |
| Sage Financial Group Inc. | 1.27% | Reduce -0.3% | 64,479 | $19.5M |
| Savant Capital, LLC | 0.09% | Add +76.2% | 63,324 | $19.1M |
| Retirement Investment Advisors, Inc. | 1.52% | Add +0.2% | 62,612 | $18.9M |
| Gallagher Fiduciary Advisors, LLC | 0.71% | Add +6.1% | 60,452 | $18.3M |
| Benjamin Edwards Inc. | 0.18% | Add +12.6% | 59,644 | $18.0M |
| Robinswood Financial LLC | 5.62% | Add +2.1% | 59,047 | $17.8M |
| Asset Management Group, Inc. | 2.88% | Reduce -0.6% | 58,988 | $17.8M |
| RS Crum Inc. | 3.21% | Add +1.8% | 54,938 | $16.6M |
| Presilium Private Wealth, LLC | 2.92% | Add +4.6% | 54,767 | $16.6M |
| Pasadena Private Wealth, LLC | 2.28% | Reduce -4.3% | 54,229 | $16.4M |
| Praetorian Wealth Management, Inc. | 3.10% | Add +2.3% | 51,387 | $16.3M |
| OpenArc Corporate Advisory, LLC | 0.23% | Add +129.4% | 52,678 | $15.9M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -3.2% | 51,625 | $15.6M |
| Vawter Financial, Ltd. | 6.48% | Reduce -3.8% | 50,962 | $15.4M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -1.0% | 50,527 | $15.3M |
| IFP Advisors, Inc | 0.32% | Add +9.5% | 50,303 | $15.2M |
| Inspirion Wealth Advisors, LLC | 1.89% | Reduce -20.6% | 50,068 | $15.1M |
| Captrust Financial Advisors | 0.03% | Add +0.6% | 48,307 | $14.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.4% | 47,883 | $14.5M |
| Arax Advisory Partners | 0.41% | Add +7.3% | 47,625 | $14.4M |
| Glenmede Trust Co. NA | 0.07% | Add +24.3% | 47,031 | $14.2M |
| Focus Financial Network, Inc. | 0.51% | Add +2.3% | 46,866 | $14.2M |
| LMCG Investments, LLC | 0.84% | Reduce -8.2% | 46,823 | $14.2M |
| Payne Capital Management, LLC | 4.23% | Add +1.9% | 46,157 | $14.0M |
| Cullen/Frost Bankers, Inc. | 0.15% | Reduce -7.3% | 44,441 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Add +12.4% | 43,186 | $13.1M |
| Cerity Partners LLC | 0.02% | Add +12.2% | 42,653 | $12.9M |
| Modera Wealth Management, LLC | 0.15% | Reduce -16.8% | 42,528 | $12.9M |
| FC Advisory LLC | 3.74% | Add +1.4% | 42,420 | $12.8M |
| Veery Capital, LLC | 3.81% | Add +3.1% | 41,097 | $12.4M |
| UMB Bank, n.a. | 0.17% | Reduce -5.3% | 41,002 | $12.4M |
| Garde Capital, Inc. | 0.73% | Reduce -0.2% | 40,543 | $12.3M |
| Mechanics Bank Trust Department | 1.69% | Add +0.4% | 40,427 | $12.2M |
| Jacobsen Capital Management | 4.04% | Reduce -1.8% | 39,576 | $12.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.16% | Add +26.1% | 38,458 | $11.6M |
| Adventist Health System/ West | 2.04% | No change | 38,149 | $11.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.6% | 37,938 | $11.5M |
| Compound Planning, Inc. | 0.35% | Add +11.2% | 37,888 | $11.5M |
| D.A. Davidson & Co. | 0.07% | Add +24.1% | 37,811 | $11.4M |
| Strategic Investment Advisors / MI | 0.78% | Add +34.1% | 37,328 | $11.3M |
| Ocean Park Asset Management, LLC | 0.64% | Reduce -31.4% | 36,490 | $11.0M |
| Jmac Enterprises LLC | 2.10% | Add +0.8% | 36,216 | $10.9M |
| Gladwyn Financial Advisors, Inc. | 7.62% | Add +1.8% | 36,214 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -5.3% | 32,109 | $10.9M |
| Peak Retirement Planning, Inc. | 2.16% | Add +118.0% | 35,763 | $10.8M |
| Bank of Montreal | 0.00% | Add +59.7% | 35,519 | $10.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.5% | 35,397 | $10.7M |
| First American Trust, FSB | 0.71% | Add +3.7% | 35,049 | $10.6M |
| Performance Wealth Partners, LLC | 0.31% | Reduce -1.3% | 34,802 | $10.5M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Add +11.2% | 34,088 | $10.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.13% | Add +1.7% | 33,972 | $10.3M |
| Blair William & Co. | 0.03% | Reduce -3.0% | 32,927 | $10.0M |
| Cornerstone Wealth Advisors, Inc. | 2.28% | Reduce -10.1% | 32,815 | $9.9M |
| Kingsview Wealth Management, LLC | 0.13% | Add +333.7% | 32,605 | $9.9M |
| Marion Wealth Management | 2.19% | Reduce -5.9% | 32,604 | $9.9M |
| Cornerstone Management, Inc. | 1.54% | Add +7.7% | 31,964 | $9.7M |
| Performa Ltd (US), LLC | 2.17% | No change | 31,723 | $9.6M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -0.6% | 31,479 | $9.5M |
| RFG Advisory, LLC | 0.17% | Reduce -0.5% | 31,452 | $9.5M |
| Capital Management Associates, Inc | 2.15% | Reduce -1.4% | 31,418 | $9.5M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Reduce -2.3% | 31,032 | $9.4M |
| CJM Wealth Advisers, Ltd. | 2.84% | Reduce -0.6% | 30,810 | $9.3M |
| Forbes Financial Planning, Inc. | 5.22% | Add +6.7% | 29,915 | $9.0M |
| &partners | 0.04% | Add +36.5% | 29,901 | $9.0M |
| Fee-Only Financial Planning, L.C. | 5.44% | Reduce -0.6% | 29,838 | $9.0M |
| Arvest Investments, Inc. | 1.22% | Reduce -0.4% | 29,536 | $8.9M |
| Old National Bancorp | 0.15% | Add +17.7% | 29,423 | $8.9M |
| Towerpoint Wealth, LLC | 3.57% | Reduce -0.0% | 29,248 | $8.8M |
| HB Wealth Management, LLC | 0.06% | Add +2.1% | 28,888 | $8.7M |
| Thrive Capital Management, LLC | 1.89% | Add +86.8% | 28,537 | $8.6M |
| Trust Co of the South | 1.37% | Add +0.8% | 28,288 | $8.6M |
| Independent Financial Group, LLC | 0.19% | Add +1.8% | 28,093 | $8.5M |
| Cary Street Partners Financial LLC | 0.21% | Add +5.7% | 28,038 | $8.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -4.0% | 28,015 | $8.5M |
| WP Advisors, LLC | 2.17% | Reduce -3.9% | 27,810 | $8.4M |
| Wellington Grp LLC | 2.58% | Add +2.5% | 27,683 | $8.4M |
| GHP Investment Advisors, Inc. | 0.34% | Add +1.1% | 27,242 | $8.2M |
| Pinnacle Financial Partners, Inc. | 0.06% | Reduce -6.6% | 26,756 | $8.1M |
| Harbour Investments, Inc. | 0.12% | Add +19.8% | 26,454 | $8.0M |
| Advisory Alpha, LLC | 0.22% | Add +6.2% | 26,326 | $8.0M |
| Granville Capital, Inc. | 4.14% | Add +8.8% | 26,188 | $7.9M |
| Commerce Bank | 0.04% | Add +34.2% | 26,183 | $7.9M |
| SWAN Capital LLC | 2.89% | Reduce -14.7% | 26,040 | $7.9M |
| NFSG Corp | 1.29% | Reduce -3.7% | 25,974 | $7.9M |
| Black Diamond Financial, LLC | 0.84% | Reduce -4.2% | 25,547 | $7.7M |
| Everhart Financial Group, Inc. | 0.64% | Add +8.2% | 24,933 | $7.5M |
| Associated Banc-Corp | 0.20% | Add +19.6% | 24,898 | $7.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 24,860 | $7.5M |
| Relyea Zuckerberg Hanson LLC | 0.74% | Add +2.2% | 24,464 | $7.4M |
| Checchi Capital Advisers, LLC | 0.51% | Add +486.8% | 24,422 | $7.4M |
| Quantinno Capital Management LP | 0.01% | Add +27.5% | 24,385 | $7.4M |
| Meramec Financial Planners, LLC | 2.89% | Reduce -4.7% | 21,547 | $7.3M |
| Dopkins Wealth Management, LLC | 2.88% | Reduce -1.2% | 23,702 | $7.2M |
| Strategic Wealth Advisors LLC | 5.74% | Reduce -0.7% | 23,679 | $7.2M |
| Texas Yale Capital Corp. | 0.20% | Add +3.5% | 23,621 | $7.1M |
| Ifrah Financial Services, Inc. | 1.88% | Reduce -3.0% | 23,495 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.3% | 23,082 | $7.0M |
| Junk Investment Group, LLC | 3.65% | — | 23,022 | $7.0M |
| Brown Advisory Inc. | 0.01% | Reduce -16.5% | 23,017 | $7.0M |
| Serenity Investment Advisors | 3.24% | Add +6.1% | 19,963 | $6.9M |
| Summit Financial, LLC | 0.09% | Add +13.6% | 22,877 | $6.9M |
| SkyOak Wealth, LLC | 1.26% | Reduce -0.0% | 22,683 | $6.9M |
| Financial Advisors Network, Inc. | 0.93% | Add +4.1% | 22,173 | $6.7M |
| Wealthspire Retirement, LLC | 0.39% | Add +14.6% | 21,769 | $6.6M |
| Clayton Financial Group LLC | 3.34% | Add +2.4% | 21,523 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 21,262 | $6.4M |
| CX Institutional | 0.19% | Reduce -40.8% | 20,773 | $6.3M |
| Krilogy Financial LLC | 0.20% | Reduce -2.7% | 18,634 | $6.1M |
| Betterment LLC | 0.01% | Add +4.5% | 20,264 | $6.1M |
| Wealthfront Advisers LLC | 0.01% | Add +6.7% | 20,126 | $6.1M |
| Institute for Wealth Management, LLC. | 0.65% | Add +20.2% | 19,945 | $6.0M |
| Eclectic Associates Inc. | 0.79% | Add +14.4% | 19,781 | $6.0M |
| Highland Capital Management, LLC | 0.32% | Reduce -37.6% | 19,773 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.7% | 19,518 | $5.9M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -2.1% | 17,396 | $5.9M |
| Wolff Financial Management LLC | 1.29% | Reduce -2.7% | 19,292 | $5.8M |
| Mainsail Asset Management, LLC | 2.61% | Add +1.0% | 19,266 | $5.8M |
| Integrity Alliance, Llc. | 0.22% | Reduce -1.7% | 19,197 | $5.8M |
| Jane Street Group, LLC | 0.01% | New | 19,124 | $5.8M |
| Prosperity Planning, Inc. | 2.06% | Add +2.3% | 18,932 | $5.7M |
| Joel Isaacson & Co., LLC | 0.19% | Add +0.7% | 18,748 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Reduce -4.1% | 18,694 | $5.7M |
| Clear Retirement Advice LLC | 4.41% | Reduce -0.4% | 18,589 | $5.6M |
| Leeward Financial Partners, LLC | 1.67% | Reduce -21.5% | 18,569 | $5.6M |
| Creative Financial Designs Inc. | 0.34% | Add +5.5% | 18,386 | $5.6M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -2.4% | 18,370 | $5.6M |
| Ackerman Capital Advisors, LLC | 1.13% | Reduce -2.3% | 18,272 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 17,774 | $5.4M |
| Larson Financial Group LLC | 0.17% | Reduce -41.6% | 17,662 | $5.3M |
| Councilor Wealth, LLC | 2.58% | Reduce -1.4% | 17,605 | $5.3M |
| OneAscent Financial Services LLC | 0.29% | Add +21.2% | 17,551 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -11.2% | 17,234 | $5.2M |
| CENTRAL TRUST Co | 0.10% | Reduce -0.3% | 17,104 | $5.2M |
| Tenret Co LLC | 2.49% | Add +5.3% | 17,038 | $5.1M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.3% | 16,917 | $5.1M |
| Titleist Asset Management, LLC | 0.38% | Reduce -2.6% | 16,692 | $5.0M |
| Zeit Capital LLC | 3.37% | Add +0.7% | 16,635 | $5.0M |
| Tiaa Trust, National Association | 0.30% | Reduce -96.2% | 16,429 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +54.8% | 16,412 | $5.0M |
| Seek First Inc. | 3.40% | Add +11.1% | 15,973 | $4.8M |
| Essential Planning, LLC. | 1.52% | Reduce -2.4% | 15,807 | $4.8M |
| Brindle & Bay Financial Advisors, LLC | 2.90% | Add +110.9% | 15,646 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.1% | 15,445 | $4.7M |
| Stephen J. Garry & Associates, LLC | 3.75% | Reduce -0.2% | 15,423 | $4.7M |
| M&T Bank Corp | 0.02% | Add +5.7% | 15,238 | $4.6M |
| Brighton Jones LLC | 0.10% | New | 15,107 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.77% | Reduce -1.8% | 14,876 | $4.5M |
| Holderness Investments Co. | 0.90% | Add +4.4% | 14,834 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.1% | 14,836 | $4.5M |
| Accel Wealth Management | 1.16% | Add +22.9% | 14,774 | $4.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.6% | 14,709 | $4.4M |
| Harbor Investment Advisory, LLC | 0.35% | Add +14.5% | 14,656 | $4.4M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -1.2% | 14,573 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.4% | 14,463 | $4.4M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -14.3% | 14,367 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -0.4% | 14,324 | $4.3M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -0.3% | 14,297 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -33.2% | 14,297 | $4.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Reduce -7.6% | 14,118 | $4.3M |
| Nabity-Jensen Investment Management Inc | 2.96% | Add +0.3% | 14,116 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Add +0.0% | 14,115 | $4.3M |
| Smartleaf Asset Management LLC | 0.15% | Add +13.2% | 14,693 | $4.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.81% | Add +10.4% | 14,041 | $4.2M |
| Chilton Investment Co. Inc. | 0.10% | New | 14,005 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -13.9% | 14,554 | $4.2M |
| RTD Financial Advisors, Inc. | 0.52% | Reduce -1.5% | 13,868 | $4.2M |
| Members Trust Co | 0.14% | Reduce -15.4% | 13,742 | $4.2M |
| Allstreet Capital Advisors LLC | 3.04% | Add +0.9% | 13,617 | $4.1M |
| Ally Invest Advisors Inc. | 0.28% | Add +0.7% | 13,561 | $4.1M |
| First Horizon Corp. | 0.17% | Reduce -0.5% | 13,396 | $4.0M |
| Argent Trust Co | 0.14% | Add +21.1% | 13,248 | $4.0M |
| Martel Wealth Advisors LLC | 0.68% | Reduce -2.8% | 13,194 | $4.0M |
| MAI Capital Management | 0.02% | Add +22.4% | 13,174 | $4.0M |
| Fluent Financial, LLC | 1.45% | Add +1.0% | 12,311 | $4.0M |
| Warner Financial, Inc. | 1.35% | Add +1.3% | 13,004 | $3.9M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -0.2% | 12,969 | $3.9M |
| Citigroup Inc. | 0.00% | Add +11.0% | 12,734 | $3.8M |
| Hilltop National Bank | 0.92% | Add +3.2% | 12,730 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.32% | Reduce -11.2% | 12,529 | $3.8M |
| Probity Advisors, Inc. | 0.60% | Reduce -4.5% | 12,528 | $3.8M |
| Acropolis Investment Management, LLC | 0.17% | Add +0.9% | 12,469 | $3.8M |
| Wesbanco Bank Inc. | 0.10% | Add +3.0% | 12,438 | $3.8M |
| Verdence Capital Advisors LLC | 0.22% | Reduce -31.3% | 12,293 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.23% | Reduce -19.4% | 12,280 | $3.7M |
| TAGStone Capital, Inc. | 1.31% | Add +0.3% | 12,256 | $3.7M |
| Curbstone Financial Management Corp | 0.70% | Reduce -3.3% | 12,130 | $3.7M |
| Apella Capital, LLC | 0.05% | Add +116.9% | 10,877 | $3.7M |
| Portside Wealth Group, LLC | 0.48% | New | 11,655 | $3.5M |
| Covington Investment Advisors Inc. | 0.52% | Add +11.1% | 11,622 | $3.5M |
| Alpine Bank Wealth Management | 0.51% | No change | 11,614 | $3.5M |
| Geneva Capital Management LLC | 0.07% | Add +105.8% | 11,351 | $3.4M |
| DeLarme Wealth Management, Inc. | 2.20% | Reduce -3.7% | 11,304 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.17% | Reduce -0.3% | 11,290 | $3.4M |
| Midwest Trust Co | 0.04% | Add +2.9% | 11,129 | $3.4M |
| Talon Private Wealth, LLC | 0.45% | — | 11,109 | $3.4M |
| Aire Advisors, LLC | 0.61% | Add +2.3% | 11,096 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 11,027 | $3.3M |
| Bravera Wealth | 1.48% | Add +18.6% | 10,898 | $3.3M |
| Paces Ferry Wealth Advisors, LLC | 1.36% | Add +0.8% | 10,782 | $3.3M |
| Riversedge Advisors, LLC | 0.52% | Reduce -4.3% | 10,697 | $3.2M |
| Falcon Wealth Planning | 0.22% | Reduce -3.3% | 10,612 | $3.2M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -0.7% | 10,609 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.56% | Reduce -3.3% | 10,608 | $3.2M |
| MSH Capital Advisors LLC | 0.67% | Add +1.4% | 10,523 | $3.2M |
| Center for Financial Planning, Inc. | 0.33% | Reduce -3.1% | 10,516 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.18% | Reduce -0.3% | 10,488 | $3.2M |
| Aurelius Family Office LLC | 1.37% | Add +2.5% | 10,451 | $3.2M |
| Western Wealth Management, LLC | 0.12% | Reduce -2.9% | 10,372 | $3.1M |
| Brookstone Capital Management | 0.04% | Add +16.8% | 10,372 | $3.1M |
| Northern Lights Advisors, Inc. | 2.12% | Add +1.5% | 10,341 | $3.1M |
| SilverOak Wealth Management LLC | 0.49% | Reduce -12.8% | 10,286 | $3.1M |
| Infinity Wealth Counsel, LLC | 2.81% | Add +1.4% | 10,132 | $3.1M |
| Tower View Wealth Management LLC | 1.55% | Add +1.7% | 9,973 | $3.0M |
| AQR Capital Management | 0.00% | Add +40.9% | 9,947 | $3.0M |
| KPP Advisory Services LLC | 0.43% | Reduce -0.4% | 9,883 | $3.0M |
| Global Trust Wealth Management LLC | 2.25% | Add +3.5% | 9,852 | $3.0M |
| Visionary Wealth Advisors | 0.13% | Add +17.6% | 9,750 | $2.9M |
| Greenwood Capital Associates LLC | 0.32% | Add +1.5% | 9,668 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +18.9% | 9,661 | $2.9M |
| Ascentis Independent Advisors | 0.22% | Add +92.0% | 9,633 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +1031.8% | 9,609 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.5% | 9,607 | $2.9M |
| Matisse Capital | 1.24% | No change | 9,554 | $2.9M |
| Sovran Advisors, LLC | 0.23% | Add +5.4% | 8,597 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +1017.1% | 9,484 | $2.9M |
| Cranbrook Wealth Management, LLC | 0.58% | Reduce -4.7% | 9,444 | $2.9M |
| rebel Financial LLC | 1.24% | Reduce -3.3% | 9,431 | $2.9M |
| Kintra Wealth, LLC | 0.20% | New | 9,327 | $2.8M |
| Disciplined Investments, LLC | 1.01% | Add +1.2% | 9,316 | $2.8M |
| FAS Wealth Partners, Inc. | 0.17% | Add +1.1% | 9,216 | $2.8M |
| Trust Point Inc. | 0.24% | Reduce -2.0% | 9,130 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.51% | Reduce -4.3% | 9,041 | $2.7M |
| Heritage Wealth Management, Inc. | 1.52% | Add +9.6% | 9,003 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.2% | 8,949 | $2.7M |
| Summit Wealth Group LLC / Co. | 0.28% | Add +26.7% | 8,904 | $2.7M |
| Noble Family Wealth, LLC | 0.55% | Reduce -1.2% | 8,878 | $2.7M |
| Trustmark Bank Trust Department | 0.17% | Reduce -11.3% | 8,834 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -4.1% | 8,816 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.36% | Reduce -3.0% | 8,808 | $2.7M |
| Pillar Financial Advisors, LLC | 1.56% | Reduce -2.9% | 8,807 | $2.7M |
| Altura Wealth Advisors Inc. | 1.15% | New | 8,710 | $2.6M |
| Valley National Advisers Inc. | 0.34% | Reduce -1.6% | 8,708 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.1% | 8,619 | $2.6M |
| Milestone Asset Management Group, LLC | 1.52% | Add +1.1% | 8,602 | $2.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.11% | New | 8,588 | $2.6M |
| Cornerstone Advisory, LLC | 0.24% | Reduce -36.7% | 8,522 | $2.6M |
| Sterling Financial Planning, Inc. | 0.76% | Add +2.9% | 8,499 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -3.8% | 8,486 | $2.6M |
| Parkside Financial Bank & Trust | 0.20% | Add +0.2% | 8,459 | $2.6M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -51.4% | 8,456 | $2.6M |
| Gateway Wealth Partners, LLC | 0.10% | New | 8,440 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -6.7% | 8,422 | $2.5M |
| Shelton Wealth Management, LLC | 1.12% | Reduce -3.7% | 8,419 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.4% | 8,271 | $2.5M |
| Integrated Wealthcare, LLC | 2.11% | Add +3.3% | 8,330 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +100.5% | 8,329 | $2.5M |
| Park National Corp. | 0.08% | New | 8,311 | $2.5M |
| Mustard Seed Financial, LLC | 1.50% | Add +3.7% | 8,307 | $2.5M |
| Sapient Capital LLC | 0.04% | Add +1.3% | 8,093 | $2.4M |
| Mission Wealth Management, LP | 0.05% | Reduce -1.3% | 8,041 | $2.4M |
| Integrity Wealth Solutions LLC | 0.94% | Add +0.7% | 7,941 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Add +2.1% | 7,934 | $2.4M |
| Ballast Financial Advisors LLC | 2.40% | Reduce -0.1% | 7,758 | $2.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +1.6% | 7,716 | $2.3M |
| River Wealth Advisors LLC | 0.27% | Reduce -2.4% | 7,670 | $2.3M |
| Curtis Advisory Group, LLC | 0.50% | Reduce -1.8% | 7,618 | $2.3M |
| Vanguard Advisers Inc. | 0.01% | — | 7,528 | $2.3M |
| Compass Ion Advisors, LLC | 0.22% | Reduce -3.3% | 7,524 | $2.3M |
| Harbour Capital Advisors, LLC | 0.43% | No change | 6,686 | $2.3M |
| Founders Financial Securities LLC | 0.13% | Reduce -0.8% | 7,115 | $2.2M |
| Moneco Advisors, LLC | 0.17% | Add +6.8% | 7,422 | $2.2M |
| IPG Investment Advisors LLC | 0.38% | Add +118.8% | 2,387 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +6.5% | 7,353 | $2.2M |
| Insight Advisors, LLC/ PA | 0.42% | Reduce -0.3% | 7,351 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.4% | 7,334 | $2.2M |
| Tobias Financial Advisors, Inc. | 0.31% | Add +4.0% | 7,336 | $2.2M |
| Bessemer Group Inc. | 0.00% | Reduce -1.5% | 7,314 | $2.2M |
| Opulen Financial Group LLC | 1.52% | Add +0.1% | 7,150 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Add +0.0% | 7,119 | $2.2M |
| Vickerman Investment Advisors, Inc. | 0.45% | Reduce -0.1% | 7,061 | $2.1M |
| Creekside Partners | 0.88% | Reduce -3.8% | 7,035 | $2.1M |
| Juncture Wealth Strategies, LLC | 0.70% | Reduce -0.1% | 6,970 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +230.6% | 6,949 | $2.1M |
| Leavell Investment Management, Inc. | 0.08% | Add +5.3% | 6,827 | $2.1M |
| BTC Capital Management, Inc. | 0.14% | Reduce -9.5% | 6,780 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.51% | Reduce -1.1% | 6,755 | $2.0M |
| Elevated Financial Group LLC | 0.67% | Reduce -2.2% | 6,714 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.28% | Add +3.1% | 6,705 | $2.0M |
| Whittier Trust Co. | 0.02% | Reduce -6.4% | 6,564 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.69% | Add +0.0% | 6,685 | $2.0M |
| Simmons Bank | 0.13% | Reduce -1.8% | 6,594 | $2.0M |
| Brown Wealth Management, LLC | 0.51% | Add +0.6% | 6,583 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.1% | 6,532 | $2.0M |
| Bokf, NA | 0.03% | Add +4.8% | 6,514 | $2.0M |
| GC Wealth Management RIA, LLC | 0.08% | Add +4.4% | 6,476 | $2.0M |
| Apriem Advisors | 0.19% | Add +20.0% | 6,452 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.70% | Add +1.7% | 6,440 | $1.9M |
| Allworth Financial LP | 0.01% | Add +13.9% | 6,435 | $1.9M |
| InTrack Investment Management Inc | 1.10% | Reduce -15.1% | 6,396 | $1.9M |
| Richardson Financial Services Inc. | 1.16% | Reduce -3.1% | 6,159 | $1.9M |
| Quadcap Wealth Management, LLC | 0.21% | No change | 6,156 | $1.9M |
| Harbor Asset Planning, Inc. | 1.56% | Add +0.1% | 6,119 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -0.0% | 6,095 | $1.8M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -21.7% | 6,093 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +22.2% | 6,086 | $1.8M |
| Winthrop Capital Management, LLC | 0.46% | Add +0.7% | 5,987 | $1.8M |
| Pinnacle Financial Group, LLC / IL | 0.49% | Add +4.5% | 5,957 | $1.8M |
| Tranquility Partners, LLC | 0.68% | Add +5.8% | 5,946 | $1.8M |
| Caprock Group, LLC | 0.04% | Reduce -13.2% | 5,889 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -15.1% | 5,855 | $1.8M |
| Financial Connections Group, Inc. | 0.60% | Add +0.4% | 5,740 | $1.7M |
| Sage Mountain Advisors LLC | 0.12% | No change | 5,718 | $1.7M |
| Fiduciary Alliance LLC | 0.10% | Add +13.7% | 5,244 | $1.7M |
| Rebalance, LLC | 0.10% | Add +0.1% | 5,674 | $1.7M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -3.3% | 5,652 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +1.8% | 5,645 | $1.7M |
| Sonoma Allocations LLC | 0.59% | Reduce -22.7% | 5,545 | $1.7M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.7% | 5,628 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +20.4% | 5,626 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +0.1% | 5,617 | $1.7M |
| Ieq Capital, LLC | 0.01% | Reduce -1.3% | 5,608 | $1.7M |
| Sagace Wealth Management LLC | 1.14% | Reduce -0.1% | 5,570 | $1.7M |
| Cascade Wealth Advisors, Inc | 0.74% | No change | 4,896 | $1.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.47% | Reduce -12.6% | 5,529 | $1.7M |
| Bouvel Investment Partners, LLC | 0.48% | New | 5,508 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.25% | Reduce -0.2% | 5,493 | $1.7M |
| Jacobs Equity LLC | 1.48% | Add +4.4% | 5,489 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +3.7% | 5,481 | $1.7M |
| Wedmont Private Capital | 0.05% | Add +5.3% | 5,177 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.37% | No change | 5,378 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -8.1% | 5,392 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -0.1% | 5,389 | $1.6M |
| Genesis Financial Group, LLC | 1.09% | Add +3.1% | 5,376 | $1.6M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -1.3% | 5,366 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -3.8% | 5,311 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +14.7% | 5,240 | $1.6M |
| Meridian Financial Advisors, LLC | 0.86% | Reduce -4.8% | 5,227 | $1.6M |
| Michels Family Financial, LLC | 1.14% | Add +1.6% | 5,222 | $1.6M |
| Penserra Capital Management LLC | 0.02% | New | 5,217 | $1.6M |
| Valley Wealth Managers, Inc. | 0.10% | Reduce -10.0% | 5,135 | $1.6M |
| Uptick Partners, LLC | 0.31% | Reduce -0.4% | 5,122 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.21% | Reduce -2.7% | 5,084 | $1.5M |
| CGN Advisors LLC | 0.12% | Reduce -1.6% | 5,072 | $1.5M |
| Tritonpoint Wealth, LLC | 0.16% | Reduce -1.0% | 4,989 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.5% | 4,956 | $1.5M |
| Ironwood Financial, llc | 0.26% | Add +4.1% | 4,949 | $1.5M |
| Dravo Bay LLC | 0.61% | Add +4.3% | 4,943 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +12.6% | 4,872 | $1.5M |
| Fortis Capital Advisors, LLC | 0.19% | Add +0.9% | 4,822 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +0.9% | 4,822 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +32.3% | 4,808 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.46% | Reduce -6.6% | 4,807 | $1.5M |
| Wealth Alliance, LLC | 0.14% | Reduce -12.5% | 4,792 | $1.4M |
| AMG National Trust Bank | 0.03% | Add +81.1% | 4,782 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.33% | Add +0.8% | 4,752 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.24% | Add +1.2% | 4,721 | $1.4M |
| Manchester Capital Management LLC | 0.20% | Reduce -2.1% | 4,687 | $1.4M |
| Aspiriant, LLC | 0.04% | No change | 4,683 | $1.4M |
| Atlantic Family Wealth, LLC | 1.01% | Add +7.3% | 4,621 | $1.4M |
| First National Bank of Omaha | 0.04% | No change | 4,815 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 4,597 | $1.4M |
| Independent Wealth Network Inc. | 0.41% | Add +6.5% | 4,593 | $1.4M |
| Ferguson Johnson Wealth Management Inc | 1.12% | Add +2.4% | 4,584 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.1% | 4,535 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -2.2% | 4,536 | $1.4M |
| Friday Financial | 0.47% | Add +5.8% | 4,508 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.2% | 4,495 | $1.4M |
| Klingman & Associates, LLC | 0.07% | Reduce -3.5% | 4,479 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | No change | 4,478 | $1.4M |
| Gen-Wealth Partners Inc | 0.42% | Reduce -0.1% | 392,074 | $1.3M |
| NorthStar Asset Management LLC | 0.65% | Add +1.5% | 4,433 | $1.3M |
| River's Edge Wealth Management, LLC | 1.25% | Add +4.8% | 3,986 | $1.3M |
| Cooksen Wealth, LLC | 0.97% | Reduce -16.1% | 4,413 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +1.9% | 4,384 | $1.3M |
| Stanich Group LLC | 1.01% | Reduce -1.6% | 4,379 | $1.3M |
| TFB Advisors LLC | 0.69% | Reduce -42.8% | 4,353 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | Add +7.7% | 4,350 | $1.3M |
| Hartline Investment Corp./ | 0.14% | No change | 4,306 | $1.3M |
| HUB Investment Partners, LLC | 0.03% | Add +378.4% | 4,296 | $1.3M |
| Diversified Enterprises, LLC | 0.07% | Reduce -0.9% | 4,293 | $1.3M |
| Intergy Private Wealth, LLC | 0.38% | Add +1.5% | 4,289 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +1.1% | 4,214 | $1.3M |
| BKM Wealth Management, LLC | 0.47% | Add +6.9% | 4,213 | $1.3M |
| Trust Co | 0.12% | Add +1.1% | 4,203 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -0.9% | 4,197 | $1.3M |
| McMillan Office, Inc. | 0.16% | Reduce -3.5% | 4,174 | $1.3M |
| Opus Capital Group, LLC | 0.14% | No change | 4,167 | $1.3M |
| Bank of Hawaii | 0.07% | Add +3.9% | 4,168 | $1.3M |
| Kure Advisory, LLC | 0.68% | Add +2.6% | 4,140 | $1.3M |
| City Holding Co. | 0.16% | Reduce -1.6% | 4,134 | $1.2M |
| Grey Ledge Advisors, LLC | 0.28% | Reduce -0.1% | 4,117 | $1.2M |
| PKS Advisory Services, LLC | 0.29% | Add +2.5% | 4,111 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -1.3% | 4,102 | $1.2M |
| Stevens Capital Partners | 0.30% | Add +18.5% | 4,102 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +33.2% | 4,098 | $1.2M |
| Truepoint, Inc. | 0.03% | Reduce -0.5% | 4,062 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | New | 4,046 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.04% | Reduce -3.1% | 10,555 | $1.2M |
| Brand Asset Management Group, Inc. | 0.31% | New | 3,965 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Add +3.4% | 3,960 | $1.2M |
| HRT Financial LP | 0.00% | New | 3,949 | $1.2M |
| First United Bank & Trust | 0.39% | Add +11.6% | 3,945 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +5.3% | 3,932 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.20% | Reduce -9.5% | 3,928 | $1.2M |
| Mayfair Advisory Group, LLC | 0.41% | Reduce -2.6% | 3,914 | $1.2M |
| Sunburst Financial Group, LLC | 0.23% | No change | 3,908 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.12% | Add +0.5% | 3,897 | $1.2M |
| American Trust | 0.10% | Reduce -1.6% | 3,884 | $1.2M |
| Graetz Wealth LLC | 1.05% | Reduce -16.1% | 3,881 | $1.2M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.1% | 3,873 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +5.7% | 3,865 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.80% | No change | 3,840 | $1.2M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -1.1% | 3,812 | $1.2M |
| Diversified Trust Co. | 0.02% | Reduce -7.1% | 3,772 | $1.1M |
| Willner & Heller, LLC | 0.85% | Reduce -3.2% | 3,766 | $1.1M |
| Investmark Advisory Group LLC | 0.49% | Reduce -0.6% | 3,760 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | No change | 3,748 | $1.1M |
| Washington Trust Advisors, Inc. | 0.09% | No change | 3,724 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 3,720 | $1.1M |
| Capital Squared Financial LLC | 0.85% | Add +41.3% | 3,696 | $1.1M |
| Cordoba Advisory Partners LLC | 0.31% | Reduce -54.2% | 3,691 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Reduce -0.1% | 3,671 | $1.1M |
| Battery Global Advisors, LLC | 0.60% | Reduce -87.4% | 3,680 | $1.1M |
| St. Louis Trust Co | 0.13% | Reduce -10.1% | 3,648 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Add +6.0% | 3,637 | $1.1M |
| Round Rock Advisors LLC | 0.17% | No change | 3,621 | $1.1M |
| Royal Fund Management, LLC | 0.10% | Reduce -3.0% | 3,590 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -7.0% | 3,585 | $1.1M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -0.2% | 3,576 | $1.1M |
| Ballentine Partners, LLC | 0.01% | Add +28.3% | 3,571 | $1.1M |
| Evergreen Wealth Management, LLC | 0.56% | No change | 3,559 | $1.1M |
| Coastal Bridge Advisors, LLC | 0.08% | New | 3,553 | $1.1M |
| Waystone Advisors LLC | 0.95% | Add +1.7% | 3,532 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +323.7% | 3,250 | $1.1M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -26.9% | 3,512 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +16.8% | 3,499 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.45% | Reduce -5.9% | 3,468 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -2.4% | 3,441 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | Reduce -4.3% | 3,439 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +130.3% | 3,424 | $1.0M |
| Center For Asset Management LLC | 0.51% | Add +0.5% | 3,419 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Reduce -2.7% | 3,419 | $1.0M |
| WealthCare Investment Partners, LLC | 0.28% | Reduce -0.6% | 3,296 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.55% | New | 3,357 | $1.0M |
| Bluedoor Private Wealth, LLC | 0.47% | No change | 3,326 | $1.0M |
| Three Bearings Fiduciary Advisors, Inc. | 0.97% | No change | 3,322 | $1.0M |
| ERn Financial, LLC | 0.19% | Reduce -3.3% | 3,299 | $997K |
| Wrenne Financial Planning LLC | 0.39% | Reduce -0.6% | 3,283 | $992K |
| Keybank National Association | 0.00% | Reduce -0.7% | 3,268 | $988K |
| Nicolet Bankshares Inc. | 0.04% | New | 3,244 | $984K |
| Accretive Wealth Partners, LLC | 0.28% | Reduce -0.3% | 3,238 | $979K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.3% | 3,215 | $972K |
| CoreCap Advisors, LLC | 0.03% | Reduce -0.8% | 3,205 | $969K |
| CreativeOne Wealth, LLC | 0.02% | Add +40.5% | 3,204 | $968K |
| Tandem Financial, LLC | 0.32% | Reduce -75.7% | 3,125 | $945K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.2% | 3,125 | $945K |
| AlphaCore Capital LLC | 0.02% | Reduce -28.8% | 3,124 | $944K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.4% | 3,086 | $933K |
| Key Financial Inc | 0.16% | Add +2.6% | 3,058 | $924K |
| Elm3 Financial Group, LLC | 0.77% | Add +5.9% | 3,029 | $915K |
| Stonebridge Financial Planning Group, LLC | 0.34% | Add +1.9% | 3,022 | $913K |
| 4WEALTH Advisors, Inc. | 0.78% | Add +0.2% | 3,153 | $913K |
| Glassman Wealth Services | 0.12% | No change | 3,015 | $911K |
| Point72 Asset Management | 0.00% | New | 2,986 | $903K |
| Duncan Williams Asset Management, LLC | 0.25% | Reduce -1.4% | 2,986 | $902K |
| Shoker Investment Counsel, Inc. | 0.27% | Reduce -2.4% | 2,983 | $902K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.0% | 2,974 | $899K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.8% | 2,970 | $898K |
| True North Advisors, LLC | 0.10% | Reduce -22.6% | 2,949 | $891K |
| Valley Forge Investment Consultants Inc. Adv | 0.27% | Reduce -0.3% | 2,939 | $888K |
| BCS Wealth Management | 0.18% | Reduce -50.6% | 2,939 | $888K |
| Net Worth Advisory Group | 0.18% | Add +7.2% | 2,934 | $887K |
| LightSquare Wealth Management, LLC | 0.66% | — | 2,928 | $885K |
| OFS Enterprise LLC | 0.26% | — | 2,915 | $881K |
| Marino, Stram & Associates LLC | 0.16% | Add +19.6% | 2,913 | $880K |
| GEN Financial Management, INC. | 0.54% | Add +0.1% | 2,912 | $880K |
| Revisor Wealth Management LLC | 0.24% | Add +6.8% | 2,885 | $872K |
| Balefire, LLC | 0.16% | Add +0.2% | 2,884 | $872K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 2,884 | $872K |
| Principal Securities, Inc. | 0.01% | Add +0.5% | 2,872 | $868K |
| BSW Wealth Partners | 0.11% | Reduce -13.4% | 2,871 | $868K |
| North Star Asset Management Inc. | 0.04% | New | 2,871 | $868K |
| Dahring | Cusmano LLC | 0.53% | Add +9.7% | 2,860 | $865K |
| Financial Alternatives, Inc | 0.46% | No change | 2,843 | $859K |
| Blue Trust, Inc. | 0.01% | Reduce -17.2% | 2,835 | $857K |
| Bay Capital Advisors, LLC | 0.53% | Reduce -12.3% | 2,832 | $856K |
| Bernicke Wealth Management, Ltd. | 0.11% | Reduce -0.6% | 2,826 | $854K |
| IFG Advisors, LLC | 0.14% | Add +0.0% | 2,818 | $852K |
| Signet Financial Management, LLC | 0.10% | Reduce -5.9% | 2,811 | $850K |
| Coordinated Financial Services, Inc. | 0.49% | Add +1.5% | 2,782 | $841K |
| Wisconsin Wealth Advisors, LLC | 0.83% | Add +1.7% | 2,776 | $839K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,774 | $838K |
| United Bank | 0.11% | Reduce -35.5% | 2,770 | $837K |
| McClarren Financial Advisors, Inc. | 0.49% | Reduce -22.2% | 2,753 | $832K |
| StoneX Group Inc. | 0.04% | Reduce -57.2% | 2,752 | $832K |
| Carl P. Sherr & Co., LLC | 0.39% | Reduce -1.1% | 2,740 | $828K |
| XY Planning Network, Inc. | 0.13% | Add +0.2% | 2,708 | $825K |
| PFG Advisors | 0.04% | Reduce -34.5% | 2,730 | $825K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,708 | $818K |
| Nalls Sherbakoff Group, LLC | 0.60% | Reduce -0.1% | 2,698 | $815K |
| Eagle Strategies LLC | 0.10% | Reduce -0.2% | 2,688 | $812K |
| LexAurum Advisors, LLC | 0.11% | — | 2,686 | $812K |
| WealthShield Partners, LLC | 0.09% | Add +4.4% | 2,674 | $808K |
| Fiducient Advisors LLC | 0.11% | Add +2.6% | 2,669 | $807K |
| Asset Dedication, LLC | 0.06% | No change | 2,657 | $803K |
| Freestone Capital Holdings, LLC | 0.02% | Add +4.0% | 2,649 | $801K |
| Keystone Financial Services, LLC | 0.54% | Reduce -0.7% | 2,641 | $798K |
| Monetary Solutions, Ltd | 0.77% | Add +30.0% | 2,633 | $796K |
| Glenview Trust Co | 0.01% | No change | 2,628 | $794K |
| Evermay Wealth Management LLC | 0.09% | Reduce -5.1% | 2,625 | $793K |
| Steph & Co. | 0.22% | Add +2.0% | 2,602 | $786K |
| Fingerlakes Wealth Management, Inc. | 0.52% | Add +3.4% | 2,601 | $786K |
| Compass Financial Group, INC | 0.11% | Reduce -4.3% | 2,599 | $785K |
| Flow Traders U.S. LLC | 0.02% | Add +170.8% | 2,564 | $775K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $774K |
| First Trust Advisors LP | 0.00% | Reduce -5.6% | 2,558 | $773K |
| Arkadios Wealth Advisors | 0.01% | Add +3.0% | 2,554 | $772K |
| Rinkey Investments | 0.20% | Add +23.3% | 2,548 | $770K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +7.8% | 2,547 | $770K |
| Decker Wealth Management LLC | 0.17% | Reduce -2.9% | 2,539 | $767K |
| Cozad Asset Management Inc. | 0.06% | Add +0.0% | 2,514 | $760K |
| Signal Advisors Wealth, LLC | 0.05% | Add +156.0% | 2,506 | $758K |
| Gilliland Jeter Wealth Management LLC | 0.22% | Add +0.1% | 2,490 | $753K |
| Busey Bank | 0.02% | No change | 2,480 | $750K |
| Diversified Management Inc. | 0.13% | Add +0.6% | 2,474 | $748K |
| Anchor Investment Management, LLC | 0.06% | Reduce -0.8% | 2,465 | $745K |
| Kennicott Capital Management LLC | 0.41% | Reduce -9.2% | 2,454 | $742K |
| Hoge Financial Services, LLC | 0.40% | Reduce -1.4% | 2,453 | $741K |
| Fusion Capital, LLC | 0.20% | Add +6.1% | 2,449 | $740K |
| GLR Partners, LLC | 0.40% | — | 2,440 | $737K |
| Savvy Advisors, Inc. | 0.02% | Add +12.1% | 2,427 | $734K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,427 | $733K |
| Goodwin Investment Advisory | 0.87% | Reduce -0.0% | 2,423 | $732K |
| Aviso Wealth Management | 0.33% | No change | 2,407 | $728K |
| AdvisorNet Financial, Inc | 0.04% | Add +3.3% | 2,398 | $725K |
| Sightline Wealth Advisors, LLC | 0.30% | Reduce -34.7% | 2,367 | $715K |
| Magnus Financial Group LLC | 0.06% | Reduce -2.4% | 2,360 | $713K |
| Rossby Financial, LCC | 0.15% | Add +2000.0% | 2,331 | $711K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.6% | 2,340 | $707K |
| Dala Group, LLC | 0.59% | Add +8.8% | 2,325 | $703K |
| GWN Securities Inc. | 0.13% | Add +1.9% | 2,320 | $701K |
| Solutions 4 Wealth, Ltd | 1.04% | Add +10.6% | 2,277 | $688K |
| Nvest Wealth Strategies, Inc. | 0.48% | Reduce -5.3% | 2,272 | $687K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.8% | 2,268 | $686K |
| Clarity Capital Advisors, LLC | 0.32% | Reduce -5.5% | 2,267 | $685K |
| McNamara Financial Services, Inc. | 0.13% | Reduce -4.8% | 2,262 | $684K |
| Arrow Investment Advisors, LLC | 0.73% | No change | 2,257 | $682K |
| Independence Asset Advisors, LLC | 0.25% | New | 2,257 | $682K |
| Phillip James Consulting Co. | 0.52% | New | 7,279 | $682K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | Reduce -0.9% | 2,257 | $682K |
| Tsfg, LLC | 0.10% | No change | 2,249 | $680K |
| Bishop & Co Investment Management, LLC | 0.23% | Reduce -92.5% | 2,244 | $678K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -1.7% | 2,238 | $676K |
| Orin Green Financial, LLC | 0.28% | No change | 2,224 | $672K |
| Goepper Burkhardt LLC | 0.22% | Reduce -14.1% | 2,222 | $672K |
| World Equity Group, Inc. | 0.17% | Reduce -5.7% | 2,221 | $671K |
| Glass Jacobson Investment Advisors llc | 0.23% | Reduce -1.8% | 2,216 | $670K |
| Smithfield Trust Co | 0.03% | Add +6.7% | 2,226 | $668K |
| Integrated Capital Management, LLC | 0.28% | Reduce -1.2% | 2,187 | $661K |
| Northwest Wealth Advisors, LLC | 0.47% | Add +4.1% | 2,182 | $659K |
| Bell Bank | 0.03% | Add +0.6% | 2,181 | $659K |
| Cassady Wealth & Retirement Planning, LLC | 0.34% | Reduce -8.8% | 1,957 | $656K |
| John A. Wolfe & Associates, Inc. | 1.01% | Add +0.1% | 2,200 | $655K |
| HM Payson & Co. | 0.01% | Add +167.7% | 2,163 | $654K |
| O'ROURKE & COMPANY, Inc | 0.26% | Reduce -10.0% | 2,157 | $652K |
| CCG Wealth Management, LLC | 0.18% | Add +0.5% | 2,153 | $651K |
| Richmond Investment Services, LLC | 0.10% | No change | 2,148 | $649K |
| Maridea Wealth Management LLC | 0.09% | Reduce -2.1% | 2,135 | $645K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 2,113 | $639K |
| River Street Advisors LLC | 0.22% | New | 2,112 | $638K |
| Vise Technologies, Inc. | 0.01% | No change | 2,097 | $634K |
| Lee Danner & Bass Inc. | 0.04% | No change | 2,092 | $632K |
| 55 North Private Wealth, LLC | 0.16% | Reduce -11.6% | 2,067 | $625K |
| Silverlake Wealth Management LLC | 0.13% | Add +1.9% | 2,066 | $625K |
| Csenge Advisory Group | 0.03% | Reduce -1.3% | 2,062 | $623K |
| Northeast Investment Management | 0.03% | No change | 2,061 | $623K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.0% | 2,052 | $620K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -3.7% | 2,040 | $617K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,027 | $613K |
| Pacific Sun Financial Corp | 0.30% | Reduce -0.5% | 2,024 | $612K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -7.9% | 2,017 | $610K |
| Angeles Wealth Management, LLC | 0.03% | Add +8.5% | 2,008 | $607K |
| Wealthedge Investment Advisors, LLC | 0.22% | Reduce -66.0% | 1,997 | $604K |
| United Advisor Group, LLC | 0.07% | Add +10.9% | 1,990 | $601K |
| Wheelhouse Advisory Group LLC | 0.20% | Reduce -9.2% | 1,977 | $597K |
| Waller Financial Planning Group, Inc. | 0.13% | Reduce -4.5% | 1,975 | $597K |
| Taylor Financial Group, Inc. | 0.36% | Add +0.6% | 1,962 | $593K |
| NorthRock Partners, LLC | 0.01% | Add +11.8% | 1,961 | $593K |
| Silver Oak Advisory Group, Inc. | 0.26% | New | 1,959 | $592K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +2.1% | 1,954 | $591K |
| InvesTrust | 0.25% | Add +3.7% | 1,949 | $589K |
| Steelhead Wealth Management LLC | 0.30% | — | 1,952 | $589K |
| K2 Financial Inc. | 0.43% | Add +1.0% | 1,747 | $588K |
| Trilogy Capital Inc. | 0.03% | Add +2.7% | 1,946 | $588K |
| Windward Private Wealth Management Inc. | 0.20% | Reduce -0.9% | 1,943 | $587K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +22.8% | 1,942 | $587K |
| Genesis Private Wealth, LLC | 0.18% | No change | 1,935 | $585K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 1,921 | $581K |
| Brooklyn Investment Group | 0.02% | Add +59.1% | 1,912 | $578K |
| Brady Martz Wealth Solutions, LLC | 0.10% | No change | 1,908 | $577K |
| Resolute Advisors LLC | 0.24% | Add +0.1% | 1,898 | $574K |
| First Manhattan Co. Llc. | 0.00% | Add +1.7% | 1,885 | $570K |
| Plancorp, LLC | 0.02% | No change | 1,796 | $567K |
| Financial Freedom, LLC | 0.28% | No change | 1,875 | $567K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -1.3% | 1,864 | $563K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 1,858 | $562K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.7% | 1,854 | $560K |
| Mgo One Seven LLC | 0.01% | Add +0.1% | 1,829 | $553K |
| Greenspring Advisors, LLC | 0.03% | Add +4.0% | 1,825 | $552K |
| Indivisible Partners | 0.05% | Reduce -0.8% | 1,816 | $549K |
| McGuire Investment Group, LLC | 0.06% | Add +0.7% | 1,804 | $545K |
| Everstar Asset Management, LLC | 0.29% | Reduce -14.7% | 1,803 | $545K |
| WoodTrust Financial Corp | 0.07% | Reduce -14.4% | 1,799 | $544K |
| RKL Wealth Management LLC | 0.05% | Reduce -0.5% | 1,794 | $542K |
| Fidelis Capital Partners, LLC | 0.04% | Add +0.1% | 1,777 | $537K |
| Discipline Wealth Solutions, LLC | 0.06% | Reduce -10.7% | 1,776 | $537K |
| William Mack & Associates, Inc. | 0.31% | Reduce -25.4% | 1,767 | $534K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +0.1% | 1,753 | $530K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -0.4% | 1,741 | $526K |
| Axis Wealth Partners, LLC | 0.28% | Add +0.7% | 1,738 | $525K |
| Beacon Financial Advisory LLC | 0.12% | Add +3.8% | 1,736 | $525K |
| Ritholtz Wealth Management | 0.01% | Add +0.1% | 1,731 | $523K |
| Wealth Preservation Advisors, LLC | 0.43% | Add +32.8% | 1,729 | $523K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | New | 1,721 | $520K |
| Fiduciary Financial Advisors | 0.46% | — | 1,714 | $518K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.7% | 1,713 | $518K |
| Zions Bancorporation, National Association | 0.03% | Add +31.2% | 1,712 | $517K |
| Procyon Advisors, LLC | 0.03% | Reduce -26.1% | 1,710 | $517K |
| Nwam LLC | 0.03% | Reduce -1.6% | 1,707 | $516K |
| SlateStone Wealth, LLC | 0.04% | No change | 1,703 | $515K |
| Unconventional Investor, LLC | 0.24% | No change | 1,696 | $513K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.2% | 1,688 | $510K |
| Renaissance Technologies | 0.00% | Reduce -78.3% | 1,680 | $508K |
| Empower Advisory Group, LLC | 0.00% | Reduce -47.1% | 1,679 | $508K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -8.7% | 1,678 | $507K |
| Marquette Associates, Inc. | 0.55% | New | 1,676 | $507K |
| Pennington Partners & Co., LLC | 0.17% | Add +92.9% | 1,667 | $504K |
| Finward Bancorp | 0.40% | Reduce -5.0% | 1,655 | $500K |
| First Financial Corp. | 0.20% | Reduce -2.5% | 1,650 | $499K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.2% | 1,646 | $498K |
| Passive Capital Management, LLC. | 0.15% | Add +23.3% | 1,640 | $496K |
| Christine Messmer PC | 0.32% | Reduce -1.4% | 1,630 | $493K |
| LongView Wealth Management | 0.12% | Reduce -3.3% | 1,506 | $492K |
| MWA Asset Management | 0.27% | Add +4.8% | 1,622 | $490K |
| Provident Wealth Management, LLC | 0.15% | No change | 1,620 | $490K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -37.9% | 1,611 | $487K |
| J. Derek Lewis & Associates Inc. | 0.11% | Add +7.7% | 1,591 | $486K |
| Capital Investment Advisors, LLC | 0.01% | Add +28.6% | 1,604 | $485K |
| Caldwell Trust Co | 0.04% | Add +0.4% | 1,602 | $484K |
| Orleans Capital Management Corp. | 0.33% | No change | 1,600 | $484K |
| Invst, LLC | 0.05% | Add +1.5% | 1,598 | $483K |
| Apeiron RIA LLC | 0.11% | Reduce -0.3% | 1,590 | $481K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +11.0% | 1,590 | $481K |
| Hexagon Capital Partners LLC | 0.07% | New | 1,585 | $479K |
| Ascent Group, LLC | 0.02% | Reduce -0.6% | 1,585 | $479K |
| Fearless Solutions, LLC dba Best Invest | 0.29% | No change | 1,580 | $478K |
| BIP Wealth, LLC | 0.02% | Reduce -44.2% | 1,579 | $477K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +6.0% | 1,578 | $477K |
| Keyvantage Wealth, LLC | 0.21% | Reduce -33.0% | 1,570 | $475K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 1,559 | $471K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +3.0% | 1,552 | $469K |
| FF Advisors,LLC | 0.19% | New | 1,401 | $467K |
| Strategic Investment Solutions, Inc. | 0.11% | Reduce -4.7% | 1,541 | $466K |
| Signaturefd, LLC | 0.01% | Add +0.5% | 1,539 | $465K |
| Courier Capital LLC | 0.03% | No change | 1,535 | $464K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +21.5% | 1,534 | $464K |
| Agate Pass Investment Management, LLC | 0.18% | Add +0.1% | 1,524 | $461K |
| Asempa Wealth Advisors | 0.40% | No change | 1,502 | $458K |
| Ponta Wealth Partners, LLC | 0.37% | Add +72.3% | 1,511 | $457K |
| Kaizen Financial Strategies | 0.19% | Add +0.8% | 1,385 | $456K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 1,510 | $456K |
| Curry Webb Wealth Management LLC | 0.21% | No change | 1,500 | $453K |
| Tactive Advisors, LLC | 0.13% | Add +0.3% | 1,500 | $453K |
| Nordwand Advisors, LLC | 0.08% | No change | 1,500 | $453K |
| Aspen Grove Capital, LLC | 0.09% | No change | 1,495 | $452K |
| McDonald Partners LLC | 0.11% | Add +32.3% | 1,495 | $452K |
| Convergence Financial, LLC | 0.05% | Add +97.1% | 1,488 | $450K |
| Thayer Partners, LLC / MA | 0.21% | Add +3.1% | 1,488 | $450K |
| ProVise Management Group, LLC | 0.03% | Reduce -21.2% | 1,487 | $449K |
| Callan Family Office, LLC | 0.01% | Reduce -22.6% | 1,481 | $448K |
| Bravias Capital Group, LLC | 0.29% | Reduce -1.5% | 1,476 | $446K |
| Choate Investment Advisors | 0.01% | Reduce -33.7% | 1,474 | $446K |
| Strive Financial Group ,LLC | 0.24% | Add +13.5% | 1,473 | $445K |
| Athena Investment Management | 0.23% | Reduce -8.8% | 1,450 | $438K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | New | 1,450 | $438K |
| Financial Insights, Inc. | 0.14% | No change | 1,449 | $438K |
| Spinnaker Trust | 0.02% | No change | 1,445 | $437K |
| S.A. Mason LLC | 0.16% | No change | 1,444 | $436K |
| Clark Capital Management Group, Inc. | 0.00% | Add +30.6% | 1,431 | $433K |
| Headland Capital, LLC | 0.12% | No change | 1,429 | $432K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -2.7% | 1,427 | $431K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -10.9% | 1,424 | $430K |
| Alteri Wealth LLC | 0.14% | No change | 1,422 | $430K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,408 | $426K |
| Pacific Excel Wealth Advisors, Inc. | 0.45% | Add +73.2% | 1,406 | $425K |
| AIMZ Investment Advisors, LLC | 0.13% | No change | 1,405 | $425K |
| Sensible Money, LLC | 0.13% | No change | 1,394 | $421K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -20.0% | 1,393 | $421K |
| Ewa, LLC | 0.10% | Add +0.1% | 1,390 | $420K |
| Verus Capital Partners, LLC | 0.03% | New | 1,387 | $419K |
| Keebeck Wealth Management | 0.05% | No change | 1,386 | $419K |
| Quadrant Capital Group LLC | 0.01% | Add +0.7% | 1,379 | $417K |
| NavPoint Financial, Inc. | 0.17% | Add +0.1% | 1,376 | $416K |
| West Bancorporation Inc. | 0.21% | Add +4.3% | 1,367 | $413K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.1% | 1,363 | $412K |
| Planning Directions Inc. | 0.21% | Add +1.9% | 1,358 | $410K |
| Fourth Dimension Wealth, LLC | 0.16% | Reduce -17.3% | 1,356 | $410K |
| LGL Partners, LLC | 0.17% | Add +0.1% | 1,355 | $410K |
| Kavar Capital Partners Group, LLC | 0.05% | New | 1,351 | $408K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $408K |
| Valmark Advisers, Inc. | 0.00% | New | 1,341 | $405K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,340 | $405K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,336 | $404K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 1,335 | $404K |
| TD Private Client Wealth LLC | 0.01% | Reduce -54.9% | 1,332 | $403K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $401K |
| Davis Investment Partners, LLC | 0.14% | No change | 1,326 | $401K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,321 | $399K |
| SteelPeak Wealth, LLC | 0.01% | Add +4.6% | 1,319 | $399K |
| Grove Street Fiduciary, LLC | 0.18% | No change | 1,319 | $399K |
| VSM Wealth Advisory, LLC | 0.12% | Add +45.9% | 1,316 | $398K |
| Argentarii, LLC | 0.14% | Add +903.2% | 13,152 | $397K |
| WBH Advisory Inc. | 0.03% | Add +4.0% | 1,294 | $394K |
| Clark Asset Management, LLC | 0.04% | Add +0.1% | 1,302 | $394K |
| Jeppson Wealth Management, LLC | 0.12% | Add +0.2% | 1,289 | $390K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -34.7% | 1,287 | $389K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.6% | 1,281 | $387K |
| Two Sigma Securities, LLC | 0.04% | New | 1,277 | $386K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -3.1% | 1,277 | $386K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -13.2% | 1,272 | $384K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -1.9% | 1,271 | $384K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -0.5% | 1,247 | $383K |
| Arsenal Capital Advisors LLC | 0.28% | Reduce -0.9% | 1,265 | $382K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 1,264 | $382K |
| Wealthspan Partners, LLC | 0.13% | Add +6.6% | 1,258 | $380K |
| Stewardship Advisors, LLC | 0.09% | Add +13.0% | 1,252 | $378K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -27.1% | 1,251 | $378K |
| WealthPlan Investment Management, LLC | 0.02% | Add +1.8% | 1,251 | $378K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 1,250 | $378K |
| HSBC Holdings PLC | 0.00% | Reduce -8.5% | 1,247 | $377K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.8% | 1,246 | $376K |
| HighPoint Advisor Group LLC | 0.02% | No change | 1,235 | $373K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -71.0% | 1,233 | $373K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -2.9% | 1,091 | $372K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -10.9% | 1,229 | $371K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 1,226 | $371K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -50.0% | 1,222 | $369K |
| Miller Financial Services LLC | 0.41% | Add +69.5% | 1,217 | $368K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 1,193 | $361K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.7% | 1,180 | $357K |
| Essex Financial Services, Inc. | 0.02% | Reduce -2.3% | 1,176 | $355K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 1,175 | $355K |
| Snowwater Investment Partners, LLC | 0.33% | Reduce -6.4% | 1,170 | $354K |
| MBL Wealth, LLC | 0.03% | No change | 1,165 | $352K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 1,152 | $348K |
| Smith, Moore & Co. | 0.03% | No change | 1,151 | $348K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 1,147 | $347K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -9.8% | 1,144 | $346K |
| Integral Investment Advisors, Inc. | 0.09% | No change | 1,135 | $343K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -8.3% | 1,134 | $343K |
| ICONIQ Capital, LLC | 0.01% | Add +0.1% | 1,130 | $341K |
| Farmers National Bank | 0.08% | Add +0.3% | 1,128 | $341K |
| Continuum Advisory, LLC | 0.03% | Reduce -3.8% | 1,120 | $339K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,109 | $335K |
| American Money Management, LLC | 0.05% | Add +0.1% | 1,105 | $334K |
| Fonville Wealth Management LLC | 0.06% | No change | 1,105 | $334K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.1% | 1,101 | $333K |
| ARK & TLK Investments, LLC | 0.09% | Reduce -0.1% | 1,098 | $332K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,098 | $332K |
| PDS Planning, Inc | 0.02% | No change | 1,091 | $330K |
| Graney & King, LLC | 0.18% | No change | 1,091 | $330K |
| M.E. Allison & Co., Inc. | 0.22% | No change | 1,089 | $329K |
| Vident Advisory, LLC | 0.00% | Add +4.5% | 1,088 | $329K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,086 | $328K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -8.3% | 1,085 | $328K |
| Deutsche Bank AG | 0.00% | No change | 1,083 | $327K |
| Financial Perspectives, Inc | 0.09% | Add +6.7% | 1,075 | $325K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 1,072 | $324K |
| Merited Wealth, LLC | 0.27% | Reduce -1.2% | 1,071 | $324K |
| Advisory Advocates, LLC | 0.33% | No change | 1,061 | $321K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -1.6% | 1,051 | $318K |
| Axim Planning & Wealth | 0.38% | Add +10.7% | 1,045 | $316K |
| PUREfi Wealth, LLC | 0.21% | No change | 1,040 | $314K |
| Cypress Wealth Services, LLC | 0.04% | No change | 1,035 | $313K |
| Spire Wealth Management | 0.01% | Reduce -1.0% | 1,025 | $310K |
| Roble, Belko & Company, Inc | 0.04% | Add +33800.0% | 1,017 | $307K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -28.4% | 1,011 | $306K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,055 | $306K |
| CDM Financial Counseling Services, Inc. | 0.29% | Add +0.1% | 1,004 | $304K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,000 | $302K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -19.6% | 999 | $302K |
| Prospect Financial Services LLC | 0.18% | No change | 996 | $301K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 996 | $301K |
| Vanguard National Trust Co | 0.02% | — | 994 | $300K |
| Copia Wealth Management | 0.20% | No change | 987 | $298K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -12.3% | 985 | $298K |
| Chapin Davis, Inc. | 0.07% | Reduce -10.1% | 970 | $293K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +12.0% | 970 | $293K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -60.3% | 966 | $292K |
| Align Financial, LLC | 0.16% | Reduce -99.7% | 956 | $289K |
| Xcelsior Advisor Partners LLC | 0.11% | Add +23.4% | 950 | $287K |
| Sutton Place Investors LLC | 0.16% | Add +0.1% | 949 | $287K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.0% | 948 | $287K |
| International Assets Investment Management, LLC | 0.02% | Reduce -44.4% | 940 | $286K |
| Headinvest, LLC | 0.06% | Add +0.6% | 946 | $286K |
| Apollon Financial, LLC | 0.04% | Add +2.3% | 944 | $285K |
| Bogart Wealth, LLC | 0.01% | No change | 943 | $285K |
| LWM Advisors Inc. | 0.25% | No change | 942 | $285K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 933 | $282K |
| Sepio Capital, LP | 0.02% | No change | 932 | $282K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +36.8% | 930 | $281K |
| Wrapmanager Inc. | 0.10% | Reduce -8.8% | 930 | $281K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 930 | $281K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +1.8% | 929 | $281K |
| Saxon Interests, Inc. | 0.10% | No change | 923 | $279K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +11.7% | 910 | $275K |
| Winthrop Advisory Group LLC | 0.02% | No change | 910 | $275K |
| Macroview Investment Management LLC | 0.19% | Reduce -0.4% | 905 | $274K |
| Ti-Trust, Inc. | 0.16% | No change | 899 | $272K |
| First Pacific Financial | 0.04% | Add +0.1% | 899 | $272K |
| WealthTrak Capital Management LLC | 0.19% | Reduce -0.3% | 899 | $272K |
| Innovative Wealth Building LLC | 0.19% | New | 891 | $269K |
| Destination Wealth Management | 0.01% | Reduce -34.8% | 884 | $267K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -10.5% | 883 | $267K |
| Crusonia Wealth Advisors LLC | 0.05% | Reduce -5.6% | 865 | $262K |
| Kropog Financial Group, LLC | 0.21% | No change | 865 | $262K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -27.1% | 862 | $260K |
| Foster Group, Inc. | 0.01% | Reduce -3.0% | 858 | $259K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 857 | $259K |
| Wealth Dimensions Group, Ltd. | 0.05% | Add +27.9% | 856 | $259K |
| Petix & Botte Co | 0.12% | Reduce -50.0% | 855 | $258K |
| Norden Group LLC | 0.02% | Reduce -67.3% | 848 | $256K |
| Brian Low Financial Group, LLC | 0.17% | Reduce -11.5% | 846 | $256K |
| Parsons Capital Management Inc. | 0.01% | No change | 842 | $254K |
| Linscomb Wealth, Inc. | 0.01% | Add +1.4% | 841 | $254K |
| Fortitude Family Office, LLC | 0.06% | No change | 840 | $254K |
| Rossmore Private Capital | 0.02% | No change | 833 | $252K |
| Argent Advisors, Inc. | 0.07% | No change | 830 | $251K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -5.8% | 827 | $250K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -9.4% | 827 | $250K |
| Western Reserve Capital Management, LLC | 0.20% | Reduce -1.9% | 820 | $248K |
| One Capital Management, LLC | 0.01% | New | 817 | $247K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 817 | $247K |
| Root Financial Partners, LLC | 0.01% | Reduce -10.7% | 810 | $245K |
| Gemmer Asset Management LLC | 0.02% | Reduce -94.9% | 810 | $245K |
| Horizon Investment Services, LLC | 0.08% | No change | 808 | $244K |
| Private Trust Co. NA | 0.02% | No change | 804 | $243K |
| Neuberger Berman Group LLC | 0.00% | No change | 802 | $242K |
| Hurley Capital, LLC | 0.13% | Add +0.1% | 798 | $241K |
| Summit Investment Advisory Services, LLC | 0.09% | No change | 793 | $240K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 792 | $239K |
| G2 Capital Management, LLC / Oh | 0.06% | No change | 791 | $239K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 788 | $238K |
| Tectonic Advisors LLC | 0.01% | Add +4.1% | 788 | $238K |
| Philadelphia Trust Co. | 0.02% | No change | 783 | $237K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 784 | $237K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 781 | $236K |
| Madison Park Capital Advisors, LLC | 0.19% | Add +0.1% | 780 | $236K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -0.3% | 776 | $235K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 775 | $234K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +63.4% | 773 | $234K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 772 | $233K |
| WPG Advisers, LLC | 0.17% | Reduce -2.3% | 772 | $233K |
| BNP Paribas Financial Markets | 0.00% | Add +46.2% | 772 | $233K |
| Lexington Hill Partners, LLC | 0.13% | Add +0.1% | 767 | $232K |
| TFC Financial Management, Inc. | 0.03% | Add +3.1% | 766 | $231K |
| Cerity Partners Retirement Plan Advisors LLC | 0.12% | — | 764 | $231K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 764 | $231K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -21.7% | 762 | $230K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -0.4% | 760 | $230K |
| Dynamic Financial Group | 0.19% | No change | 758 | $229K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -18.9% | 758 | $229K |
| Hamrick Investment Counsel, llc | 0.13% | New | 754 | $228K |
| Capital Analysts, LLC | 0.01% | Reduce -85.9% | 757 | $228K |
| REDW Wealth LLC | 0.09% | No change | 752 | $227K |
| Cove Private Wealth, LLC | 0.05% | Reduce -1.2% | 750 | $227K |
| SFI Advisors, LLC | 0.24% | Reduce -46.1% | 745 | $225K |
| Investment Research & Advisory Group, Inc. | 0.08% | No change | 741 | $224K |
| Wealthquest Corp | 0.02% | No change | 740 | $224K |
| F/m Investments LLC | 0.01% | No change | 740 | $224K |
| Uniting Wealth Partners, LLC | 0.05% | No change | 734 | $222K |
| Facet Wealth, Inc. | 0.00% | Reduce -20.9% | 727 | $220K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 727 | $220K |
| Stenger Family Office, LLC | 0.04% | New | 2,300 | $220K |
| Alexander Labrunerie & Co., Inc. | 0.08% | Reduce -29.7% | 726 | $219K |
| Hancock Whitney Corp. | 0.00% | New | 655 | $219K |
| KCM Investment Advisors LLC | 0.01% | New | 725 | $219K |
| Five Pine Wealth Management | 0.14% | Reduce -0.3% | 722 | $218K |
| Smith Salley Wealth Management | 0.01% | No change | 720 | $218K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 649 | $217K |
| Meeder Advisory Services, Inc. | 0.01% | New | 719 | $217K |
| Atlas Brown,Inc. | 0.07% | No change | 715 | $216K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 715 | $216K |
| Aprio Wealth Management, LLC | 0.01% | New | 710 | $215K |
| TPG Financial Advisors, LLC | 0.07% | Reduce -18.8% | 710 | $214K |
| Investment Advisory Group, LLC | 0.05% | Reduce -14.1% | 694 | $210K |
| Regions Financial Corp. | 0.00% | Reduce -8.3% | 692 | $209K |
| Beacon Financial Group | 0.02% | No change | 688 | $208K |
| Holos Integrated Wealth LLC | 0.10% | Reduce -5.3% | 673 | $207K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 684 | $207K |
| Blackston Financial Advisory Group, LLC | 0.13% | Reduce -9.4% | 684 | $207K |
| Sageworth Trust Co | 0.01% | No change | 682 | $206K |
| Sound Income Strategies, LLC | 0.01% | Add +23.0% | 673 | $205K |
| Western Financial Corp | 0.08% | New | 675 | $204K |
| Advisory Resource Group | 0.04% | Reduce -21.2% | 675 | $204K |
| Nilsine Partners, LLC | 0.02% | New | 610 | $204K |
| Capstone Wealth Management Group, LLC | 0.09% | No change | 673 | $203K |
| 1776 Wealth LLC | 0.08% | No change | 672 | $203K |
| Obermeyer Wealth Partners | 0.01% | No change | 672 | $203K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 671 | $203K |
| Burling Wealth Partners, LLC | 0.03% | New | 670 | $203K |
| Channel Wealth LLC | 0.05% | Reduce -6.6% | 668 | $202K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 667 | $201K |
| Asset Allocation Strategies LLC | 0.04% | Reduce -3.6% | 665 | $201K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 662 | $200K |
| Birchwood Financial Partners, Inc. | 0.19% | No change | 658 | $199K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +161.8% | 657 | $199K |
| Synergy Investment Management, LLC | 0.06% | New | 656 | $198K |
| Arcadia Investment Advisors LLC | 0.09% | Reduce -12.4% | 654 | $198K |
| Entrust Financial LLC | 0.14% | Add +1.4% | 650 | $196K |
| Mosley Wealth Management | 0.09% | New | 631 | $188K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 581 | $176K |
| Fairscale Capital, LLC | 0.12% | No change | 581 | $176K |
| Westfuller Advisors, LLC | 0.08% | No change | 577 | $174K |
| Horizon Financial Services, LLC | 0.08% | Add +97.6% | 569 | $172K |
| Ameriflex Group, Inc. | 0.08% | Reduce -0.2% | 549 | $166K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.2% | 545 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.1% | 542 | $164K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +10.9% | 539 | $163K |
| Colony Family Offices, LLC | 0.04% | No change | 503 | $152K |
| Legacy Bridge, LLC | 0.06% | No change | 502 | $152K |
| Colonial Trust Co / SC | 0.02% | No change | 515 | $149K |
| Napier Financial, LLC | 0.03% | New | 492 | $149K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -17.5% | 482 | $146K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | No change | 462 | $140K |
| Crews Bank & Trust | 0.02% | No change | 458 | $138K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $135K |
| Independence Bank of Kentucky | 0.02% | No change | 447 | $135K |
| Sunbelt Securities, Inc. | 0.01% | No change | 443 | $134K |
| Cornerstone Financial Management LLC | 0.12% | Reduce -14.7% | 435 | $131K |
| Miller Capital Partners, Inc. | 0.06% | No change | 432 | $131K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -10.5% | 428 | $129K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 427 | $129K |
| Tucker Asset Management LLC | 0.04% | Add +0.7% | 411 | $124K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -26.7% | 411 | $124K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 406 | $123K |
| Register Financial Advisors LLC | 0.04% | Add +1.3% | 402 | $121K |
| Piscataqua Savings Bank | 0.08% | No change | 400 | $121K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 400 | $121K |
| Trust Co. of Toledo NA | 0.01% | No change | 400 | $121K |
| Milestone Investment Advisors LLC | 0.03% | No change | 388 | $117K |
| NBT Bank, N.A. | 0.01% | Add +11.5% | 387 | $117K |
| Opal Wealth Advisors, LLC | 0.03% | New | 386 | $117K |
| Millstone Evans Group, LLC | 0.07% | No change | 385 | $116K |
| Franklin Resources Inc. | 0.00% | No change | 383 | $116K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $115K |
| Rothschild Investment LLC | 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 | $112K |
| Leo H. Evart, Inc. | 0.10% | — | 368 | $111K |
| PlanVest Financial, Inc | 0.08% | — | 367 | $111K |
| Legacy Wealth Managment, LLC | 0.06% | Add +2.8% | 367 | $111K |
| JNBA Financial Advisors | 0.01% | Reduce -3.5% | 362 | $109K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.8% | 358 | $108K |
| Dunhill Financial, LLC | 0.03% | Add +5.7% | 352 | $106K |
| Godsey & Gibb, Inc. | 0.01% | No change | 345 | $104K |
| Ancora Advisors LLC | 0.00% | No change | 342 | $103K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 326 | $98K |
| Atwood & Palmer Inc. | 0.01% | Add +2200.0% | 322 | $97K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -12.8% | 319 | $97K |
| Simplex Trading, LLC | 0.00% | Add +256.2% | 317 | $96K |
| Alerus Financial NA | 0.00% | No change | 311 | $94K |
| Seal Cove Capital, LLC | 0.08% | No change | 308 | $93K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 304 | $92K |
| Truvestments Capital LLC | 0.02% | Add +0.3% | 301 | $91K |
| Solstein Capital, LLC | 0.04% | New | 300 | $91K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -42.3% | 298 | $90K |
| Bullock Wealth Management Group | 0.04% | No change | 292 | $89K |
| Chapman Financial Group, LLC | 0.06% | No change | 283 | $86K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 275 | $83K |
| Hanson & Doremus Investment Management | 0.01% | No change | 270 | $82K |
| Addison Advisors LLC | 0.02% | No change | 255 | $77K |
| Horizon Bancorp Inc. | 0.04% | Reduce -18.9% | 254 | $77K |
| West Financial Advisors, LLC | 0.01% | No change | 254 | $77K |
| Wagner Wealth Management, LLC | 0.02% | No change | 251 | $76K |
| IAG Wealth Partners, LLC | 0.01% | No change | 247 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $71K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $70K |
| National Bank of Canada | 0.00% | No change | 230 | $70K |
| Valued Wealth Advisors LLC | 0.03% | No change | 225 | $68K |
| Fairman Group, LLC | 0.06% | No change | 218 | $66K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $66K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.1% | 216 | $65K |
| Mechanics Financial Corp | 0.03% | No change | 215 | $65K |
| Lanark Financial, Inc. | 0.00% | Add +19.6% | 214 | $65K |
| Phillips Financial Management, LLC | 0.00% | Reduce -38.7% | 214 | $65K |
| Signature Equity Partners, LLC | 0.03% | Add +8.8% | 211 | $64K |
| City State Bank | 0.02% | No change | 210 | $63K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $62K |
| Gill Capital Partners, LLC | 0.02% | New | 200 | $61K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $60K |
| Wells Financial Advisors INC | 0.27% | Reduce -72.9% | 198 | $60K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -76.2% | 193 | $58K |
| Abound Wealth Management | 0.01% | Reduce -16.9% | 192 | $58K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 183 | $55K |
| SouthState Bank Corp | 0.00% | No change | 182 | $55K |
| Bangor Savings Bank | 0.00% | No change | 182 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | New | 180 | $55K |
| 2UniFi Bank | 0.03% | Add +16.4% | 177 | $53K |
| EPG Wealth Management LLC | 0.01% | No change | 176 | $53K |
| Breakwater Investment Management | 0.02% | No change | 176 | $53K |
| Minot DeBlois Advisors LLC | 0.05% | Add +3380.0% | 174 | $53K |
| McIlrath & Eck, LLC | 0.00% | No change | 173 | $52K |
| Vestor Capital, LLC | 0.00% | Reduce -45.7% | 165 | $50K |
| True Link Financial Advisors, LLC | 0.00% | New | 162 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 161 | $49K |
| Legend Capital Advisors LLC | 0.03% | New | 159 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $47K |
| Operose Advisors LLC | 0.01% | No change | 151 | $46K |
| GAMMA Investing LLC | 0.00% | Reduce -38.6% | 148 | $45K |
| Matrix Private Capital Group LLC | 0.02% | No change | 146 | $44K |
| Wealth Science Advisors LLC | 0.02% | New | 141 | $43K |
| Motco | 0.00% | New | 140 | $42K |
| Midway Capital Research & Management | 0.04% | New | 138 | $42K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $41K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 134 | $40K |
| Sherman Asset Management, Inc. | 0.04% | No change | 130 | $39K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 130 | $39K |
| Archer Investment Corp | 0.01% | No change | 127 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +5.8% | 127 | $38K |
| Grove Bank & Trust | 0.00% | No change | 126 | $38K |
| Eastern Bank | 0.00% | Reduce -38.5% | 123 | $37K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 119 | $36K |
| Bollard Group LLC | 0.00% | New | 112 | $34K |
| Park Place Capital Corp | 0.01% | No change | 111 | $34K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 106 | $32K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 104 | $31K |
| Basecamp Wealth Advisors LLC | 0.01% | New | 102 | $31K |
| MCF Advisors LLC | 0.00% | Add +197.1% | 101 | $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 |
| IMG Wealth Management, Inc. | 0.02% | No change | 95 | $29K |
| Advisortrust Partners, LLC | 0.01% | New | 95 | $29K |
| Grand Wealth Management, LLC | 0.01% | No change | 91 | $28K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -63.2% | 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% | No change | 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% | No change | 74 | $22K |
| Toth Financial Advisory Corp. | 0.00% | No change | 73 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 72 | $22K |
| Kelleher Financial Advisors | 0.01% | No change | 70 | $21K |
| Tompkins Financial Corp. | 0.00% | Reduce -49.6% | 70 | $21K |
| Horizon Investments, LLC | 0.00% | New | 70 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 66 | $20K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 62 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 62 | $19K |
| Curio Wealth, LLC | 0.01% | No change | 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% | No change | 58 | $18K |
| TopTier Wealth Management, LLC | 0.01% | New | 54 | $16K |
| Missouri Trust & Investment Co | 0.00% | No change | 54 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -9.1% | 50 | $15K |
| IFG Advisory, LLC | 0.04% | Reduce -97.5% | 50 | $15K |
| South Plains Financial, Inc. | 0.01% | No change | 49 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $15K |
| SHP Wealth Management | 0.00% | No change | 47 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 47 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | Add +2.2% | 46 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 46 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $14K |
| JPL Wealth Management, LLC | 0.00% | New | 43 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 41 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | New | 40 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 40 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 40 | $12K |
| Albion Financial Group | 0.00% | No change | 40 | $12K |
| Main Street Group, LTD | 0.00% | New | 39 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 37 | $11K |
| Triumph Capital Management | 0.00% | Add +2.9% | 36 | $11K |
| West Paces Advisors Inc. | 0.00% | No change | 36 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -75.9% | 35 | $11K |
| Financial Life Planners | 0.01% | New | 32 | $10K |
| Bell Investment Advisors, Inc | 0.00% | New | 32 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 30 | $9K |
| Balentine LLC | 0.00% | New | 30 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 31 | $9K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +35.0% | 27 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Add +13.6% | 25 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $8K |
| First Community Trust NA | 0.01% | No change | 24 | $7K |
| Evolution Wealth Management Inc. | 0.01% | No change | 24 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 24 | $7K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -79.4% | 22 | $7K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 22 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $6K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 20 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.10% | No change | 19 | $6K |
| Vision Retirement, LLC | 0.00% | New | 19 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $5K |
| Lodestone Wealth Management LLC | 0.00% | No change | 16 | $5K |
| Birchbrook, Inc. | 0.00% | Reduce -85.3% | 14 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 14 | $4K |
| Security National Bank | 0.00% | No change | 13 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $4K |
| United Financial Planning Group LLC | 0.00% | Reduce -42.9% | 12 | $4K |
| Hager Investment Management Services, LLC | 0.00% | No change | 11 | $3K |
| Retiremitten Financial LLC | 0.00% | — | 11 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $3K |
| Resources Management Corp. /CT/ | 0.00% | New | 10 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $3K |
| Kentucky Trust Co | 0.00% | No change | 8 | $2K |
| one8zero8, LLC | 0.00% | No change | 8 | $2K |
| MidFirst Bank | 0.00% | Reduce -11.1% | 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% | No change | 6 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -14.3% | 6 | $2K |
| CDKV Holdings LLC | 0.00% | No change | 5 | $2K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 5 | $2K |
| Integrity Financial Corp | 0.00% | No change | 4 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | New | 4 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Clark Wealth Partners | 0.00% | New | 3 | $907 |
| Wolff Wiese Magana LLC | 0.00% | New | 3 | $907 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $907 |
| Walsh & Associates, LLC | 0.00% | No change | 2 | $605 |
| Spurstone Advisory Services, LLC | 0.01% | Reduce -50.0% | 1 | $302 |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 1 | $279 |
"% 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.