Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q2 2026 (June 30)1,282holders +62
114new positions
51sold out
5famous investors
$366.32avg. 13F price*
At the end of Q2 2026, 1,282 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 62 from Q1 2026. 114 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($734.1M) and Assetmark, Inc. ($588.2M). 5 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 (Q2 2026)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $71.7M |
| Exits | 51 | $24.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,821,424 shares bought and 1,918,756 shares sold, net −97,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,282 holders
| Bank of America Corp. | 0.20% | Add +0.5% | 8,482,761 | $3.1B |
| Morgan Stanley | 0.04% | Add +3.6% | 2,007,340 | $734.1M |
| Assetmark, Inc. | 1.01% | Reduce -0.1% | 1,608,348 | $588.2M |
| EP Wealth Advisors, LLC | 1.43% | Add +26.3% | 1,020,017 | $373.0M |
| Sei Investments Co. | 0.32% | Reduce -0.2% | 982,654 | $359.4M |
| LPL Financial LLC | 0.08% | Add +1.9% | 915,761 | $334.9M |
| Wells Fargo & Company | 0.05% | Reduce -1.4% | 825,425 | $301.9M |
| UBS Group AG | 0.04% | Reduce -0.5% | 765,614 | $280.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.7% | 679,026 | $248.3M |
| Mather Group, Llc. | 2.07% | Add +7.4% | 648,466 | $237.1M |
| Cohen Klingenstein LLC | 6.71% | Reduce -3.1% | 641,022 | $234.4M |
| Jones Financial Companies LLLP | 0.09% | Add +3.5% | 638,366 | $228.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.8% | 612,769 | $224.1M |
| Moneta Group Investment Advisors LLC | 1.46% | Add +0.4% | 538,400 | $196.9M |
| Choreo, LLC | 2.15% | Add +0.7% | 535,483 | $195.8M |
| Ameriprise Financial Inc. | 0.04% | Add +3.6% | 505,429 | $184.9M |
| Raymond James Financial Inc. | 0.05% | Reduce -0.2% | 476,329 | $174.2M |
| Pathstone Holdings, LLC | 0.49% | Add +224.2% | 456,269 | $166.9M |
| Cetera Investment Advisers | 0.15% | Reduce -7.9% | 439,364 | $160.7M |
| Corient Private Wealth LP | 0.21% | Reduce -60.6% | 406,755 | $148.7M |
| Rwa Wealth Partners, LLC | 1.31% | Add +1.8% | 375,004 | $137.1M |
| MML Investors Services, LLC | 0.28% | Add +13.8% | 373,109 | $136.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.43% | Reduce -7.3% | 340,130 | $124.4M |
| Osaic Holdings, Inc. | 0.14% | Add +11.9% | 330,779 | $121.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.1% | 326,837 | $119.5M |
| Royal Bank of Canada | 0.02% | Add +10.0% | 322,843 | $118.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +0.5% | 319,268 | $116.8M |
| Sand Hill Global Advisors, LLC | 3.27% | Reduce -5.5% | 296,997 | $108.6M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.7% | 268,681 | $98.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 228,047 | $82.4M |
| St. Louis Trust Co | 9.32% | No change | 3,648 | $81.6M |
| Focus Partners Wealth | 0.08% | Reduce -2.4% | 218,136 | $79.8M |
| Wealthspire Advisors, LLC | 0.41% | Add +0.4% | 205,004 | $75.0M |
| Mariner, LLC | 0.08% | Reduce -3.7% | 204,648 | $74.8M |
| 1832 Asset Management L.P. | 0.09% | Reduce -8.2% | 196,613 | $71.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -6.4% | 193,066 | $70.6M |
| Savant Capital, LLC | 0.20% | Add +217.1% | 200,771 | $68.8M |
| Howard Capital Management, LLC | 0.80% | No change | 183,200 | $67.0M |
| US Bancorp \de | 0.07% | Reduce -11.7% | 181,979 | $66.6M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -0.9% | 170,183 | $62.2M |
| Fifth Third Bancorp | 0.09% | Reduce -6.2% | 156,872 | $57.4M |
| Stephens Group Asset Management, LLC | 3.08% | Reduce -0.1% | 149,149 | $54.5M |
| Stifel Financial Corp. | 0.05% | Reduce -0.3% | 148,109 | $54.2M |
| Stephens Inc. | 0.58% | Add +5.5% | 140,559 | $51.4M |
| Creative Planning | 0.03% | Add +13.2% | 140,393 | $51.3M |
| Bragg Financial Advisors, Inc | 1.37% | Add +1.4% | 139,930 | $51.2M |
| Rodgers & Associates, LTD | 4.56% | Reduce -1.6% | 137,533 | $50.3M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -4.7% | 136,150 | $49.8M |
| Summit Financial Strategies, Inc. | 3.48% | Reduce -1.9% | 135,738 | $49.6M |
| One Day In July LLC | 3.35% | Add +2.0% | 131,643 | $48.1M |
| Mosaic Family Wealth Partners, LLC | 3.09% | Add +2.5% | 124,773 | $45.6M |
| Strategies Wealth Advisors, LLC | 4.05% | Reduce -14.3% | 123,901 | $45.3M |
| American Financial Advisors, LLC | 5.03% | Reduce -3.0% | 114,217 | $41.8M |
| FMR LLC | 0.00% | Add +14.1% | 113,480 | $41.5M |
| Waldron Private Wealth LLC | 1.29% | Reduce -1.1% | 102,047 | $37.3M |
| Brickley Wealth Management | 5.33% | Add +0.7% | 101,567 | $37.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -1.7% | 100,187 | $36.6M |
| Aaron Wealth Advisors LLC | 1.80% | Reduce -0.2% | 96,959 | $35.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -1.2% | 94,262 | $34.5M |
| Arax Advisory Partners | 0.23% | Add +96.3% | 93,475 | $34.2M |
| Cresset Asset Management, LLC | 0.12% | Add +3.6% | 89,369 | $32.7M |
| BHK Investment Advisors, LLC | 9.40% | Reduce -1.9% | 86,081 | $31.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 85,159 | $31.1M |
| Natixis Advisors, LLC | 0.03% | Add +0.2% | 84,721 | $31.0M |
| Avior Wealth Management, LLC | 0.81% | Reduce -35.7% | 84,243 | $30.8M |
| Vision Capital Management, Inc. | 3.51% | Reduce -3.3% | 84,065 | $30.7M |
| Whitaker-Myers Wealth Managers, LTD. | 4.78% | Add +3.9% | 78,324 | $28.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 75,560 | $27.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.6% | 77,969 | $27.6M |
| OpenArc Corporate Advisory, LLC | 0.32% | Add +38.9% | 73,173 | $26.8M |
| Quent Capital, LLC | 1.63% | Add +1.9% | 72,761 | $26.6M |
| Merit Financial Group, LLC | 0.16% | Reduce -9.2% | 72,415 | $26.5M |
| Truist Financial Corp. | 0.03% | Reduce -6.0% | 70,499 | $25.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -8.1% | 70,012 | $25.6M |
| Atria Investments, Inc | 0.26% | Reduce -2.6% | 69,585 | $25.4M |
| Retirement Investment Advisors, Inc. | 1.80% | Add +15.3% | 72,220 | $25.2M |
| Partners in Financial Planning | 3.67% | Reduce -0.8% | 66,268 | $24.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -26.5% | 65,040 | $23.8M |
| Sage Financial Group Inc. | 1.32% | Add +0.8% | 64,985 | $23.8M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -4.2% | 62,476 | $22.8M |
| Benjamin Edwards Inc. | 0.20% | Add +2.0% | 60,854 | $22.3M |
| Robinswood Financial LLC | 6.28% | Add +1.5% | 59,919 | $21.9M |
| McAdam, LLC | 0.83% | Reduce -22.3% | 58,684 | $21.5M |
| Asset Management Group, Inc. | 3.09% | Reduce -2.0% | 57,788 | $21.1M |
| Gallagher Fiduciary Advisors, LLC | 0.69% | Reduce -4.5% | 57,740 | $21.1M |
| Cornerstone Management, Inc. | 3.01% | Add +78.9% | 57,180 | $20.9M |
| RS Crum Inc. | 3.77% | Add +0.1% | 54,988 | $20.1M |
| Presilium Private Wealth, LLC | 3.06% | Reduce -0.3% | 54,594 | $20.0M |
| Systelligence, LLC | 3.29% | New | 53,847 | $19.7M |
| Pasadena Private Wealth, LLC | 2.49% | Reduce -2.0% | 53,151 | $19.4M |
| Praetorian Wealth Management, Inc. | 3.26% | Add +0.5% | 51,662 | $18.9M |
| Vawter Financial, Ltd. | 7.04% | Add +0.2% | 51,083 | $18.7M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -2.0% | 50,579 | $18.5M |
| Cerity Partners LLC | 0.02% | Add +18.4% | 50,496 | $18.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +42.6% | 50,479 | $18.5M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -2.4% | 49,306 | $18.0M |
| Captrust Financial Advisors | 0.03% | Add +1.9% | 49,248 | $18.0M |
| Focus Financial Network, Inc. | 0.54% | Add +2.3% | 47,956 | $17.5M |
| Glenmede Trust Co. NA | 0.08% | Add +1.9% | 47,936 | $17.5M |
| Peak Retirement Planning, Inc. | 2.77% | Add +33.9% | 47,871 | $17.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -49.3% | 47,366 | $17.3M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -1.4% | 47,227 | $17.3M |
| Payne Capital Management, LLC | 4.55% | Add +1.1% | 46,677 | $17.1M |
| Baird Financial Group, Inc. | 0.02% | Add +5.1% | 45,395 | $16.6M |
| LMCG Investments, LLC | 0.88% | Reduce -3.7% | 45,090 | $16.5M |
| Cullen/Frost Bankers, Inc. | 0.16% | Add +0.5% | 44,660 | $16.3M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +30.5% | 44,485 | $16.3M |
| Mechanics Bank Trust Department | 1.99% | Add +8.6% | 43,917 | $16.1M |
| &partners | 0.07% | Add +45.8% | 43,589 | $15.9M |
| Compound Planning, Inc. | 0.41% | Add +13.1% | 42,841 | $15.7M |
| FC Advisory LLC | 4.11% | Reduce -0.0% | 42,409 | $15.5M |
| Veery Capital, LLC | 4.08% | Add +1.1% | 41,562 | $15.2M |
| Inspirion Wealth Advisors, LLC | 1.74% | Reduce -16.4% | 41,855 | $15.2M |
| First American Trust, FSB | 0.91% | Add +17.5% | 41,174 | $15.1M |
| Garde Capital, Inc. | 0.66% | Reduce -0.6% | 40,289 | $14.7M |
| Penserra Capital Management LLC | 0.11% | Add +670.0% | 40,172 | $14.7M |
| Jacobsen Capital Management | 4.23% | Add +0.0% | 39,584 | $14.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.62% | Add +1.4% | 38,990 | $14.3M |
| UMB Bank, n.a. | 0.18% | Reduce -5.1% | 38,905 | $14.2M |
| IFP Advisors, Inc | 0.25% | Reduce -23.4% | 38,550 | $14.1M |
| Adventist Health System/ West | 2.19% | No change | 38,149 | $14.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.4% | 38,090 | $13.9M |
| Strategic Investment Advisors / MI | 0.84% | Add +1.8% | 37,986 | $13.9M |
| Modera Wealth Management, LLC | 0.14% | Reduce -15.3% | 36,035 | $13.2M |
| Blair William & Co. | 0.03% | Add +9.3% | 35,984 | $13.2M |
| Gladwyn Financial Advisors, Inc. | 8.17% | Reduce -1.3% | 35,730 | $13.1M |
| Thrive Capital Management, LLC | 2.45% | Add +24.6% | 35,547 | $13.0M |
| Ocean Park Asset Management, LLC | 0.63% | Reduce -2.7% | 35,505 | $13.0M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 34,410 | $12.6M |
| Jmac Enterprises LLC | 2.09% | Reduce -6.4% | 33,897 | $12.4M |
| Quantinno Capital Management LP | 0.01% | Add +38.5% | 33,773 | $12.4M |
| Performance Wealth Partners, LLC | 0.30% | Reduce -3.6% | 33,537 | $12.3M |
| Relyea Zuckerberg Hanson LLC | 1.02% | Add +36.4% | 33,370 | $12.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.14% | Reduce -2.5% | 33,134 | $12.1M |
| Trust Co of the South | 1.67% | Add +14.4% | 32,358 | $11.8M |
| Marion Wealth Management | 2.41% | Reduce -1.0% | 32,271 | $11.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +1.8% | 32,030 | $11.7M |
| Performa Ltd (US), LLC | 1.87% | Add +0.1% | 31,759 | $11.6M |
| Cornerstone Wealth Advisors, Inc. | 2.43% | Reduce -3.4% | 31,689 | $11.6M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -1.6% | 31,589 | $11.6M |
| Brown Advisory Inc. | 0.02% | Add +30.8% | 30,110 | $11.0M |
| HB Wealth Management, LLC | 0.06% | Add +3.6% | 29,924 | $10.9M |
| CJM Wealth Advisers, Ltd. | 2.87% | Reduce -2.9% | 29,920 | $10.9M |
| Forbes Financial Planning, Inc. | 5.85% | Reduce -0.3% | 29,829 | $10.9M |
| Arvest Investments, Inc. | 1.32% | Add +0.7% | 29,746 | $10.9M |
| Fee-Only Financial Planning, L.C. | 5.79% | Reduce -1.1% | 29,523 | $10.8M |
| MassMutual Private Wealth & Trust, FSB | 0.28% | Reduce -5.5% | 29,317 | $10.7M |
| Old National Bancorp | 0.21% | Reduce -1.4% | 29,015 | $10.6M |
| Black Diamond Financial, LLC | 0.93% | Add +13.1% | 28,893 | $10.6M |
| Towerpoint Wealth, LLC | 3.65% | Reduce -1.6% | 28,768 | $10.5M |
| Capital Management Associates, Inc | 2.10% | Reduce -9.2% | 28,535 | $10.4M |
| D.A. Davidson & Co. | 0.06% | Reduce -24.9% | 28,382 | $10.4M |
| Waverly Advisors, LLC | 0.06% | Add +0.9% | 28,266 | $10.3M |
| Cary Street Partners Financial LLC | 0.22% | Add +0.3% | 28,114 | $10.3M |
| Independent Financial Group, LLC | 0.19% | Reduce -1.9% | 27,569 | $10.1M |
| Advisory Alpha, LLC | 0.25% | Add +4.3% | 27,456 | $10.0M |
| Wellington Grp LLC | 2.64% | Reduce -1.3% | 27,334 | $10.0M |
| Harbour Investments, Inc. | 0.13% | Add +2.8% | 27,200 | $9.9M |
| Granville Capital, Inc. | 4.43% | Add +3.5% | 27,098 | $9.9M |
| GHP Investment Advisors, Inc. | 0.36% | Reduce -0.9% | 27,000 | $9.9M |
| Pinnacle Financial Partners, Inc. | 0.07% | Reduce -1.5% | 26,359 | $9.6M |
| Associated Banc-Corp | 0.23% | Add +5.2% | 26,188 | $9.6M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 26,102 | $9.5M |
| Carolina Wealth Management Inc | 4.30% | — | 25,579 | $9.4M |
| Summit Financial, LLC | 0.10% | Add +9.0% | 24,941 | $9.1M |
| Commerce Bank | 0.04% | Reduce -4.8% | 24,929 | $9.1M |
| WP Advisors, LLC | 2.20% | Reduce -10.7% | 24,824 | $9.1M |
| NFSG Corp | 1.11% | Reduce -5.5% | 24,547 | $9.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +158.3% | 24,502 | $9.0M |
| AQR Capital Management | 0.00% | Add +145.3% | 24,399 | $8.9M |
| Wealthspire Retirement, LLC | 0.49% | Add +11.9% | 24,366 | $8.9M |
| Dopkins Wealth Management, LLC | 3.19% | Add +1.2% | 23,986 | $8.8M |
| Checchi Capital Advisers, LLC | 0.56% | Reduce -1.9% | 23,961 | $8.8M |
| Global Retirement Partners, LLC | 0.13% | — | 23,921 | $8.7M |
| RFG Advisory, LLC | 0.14% | Reduce -24.3% | 23,806 | $8.7M |
| Texas Yale Capital Corp. | 0.19% | Reduce -0.1% | 23,601 | $8.6M |
| Copper Harbor Investment Advisors, LLC | 1.83% | — | 23,596 | $8.6M |
| Junk Investment Group, LLC | 3.78% | Add +1.5% | 23,371 | $8.5M |
| Ifrah Financial Services, Inc. | 2.08% | Reduce -1.0% | 23,265 | $8.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 23,025 | $8.4M |
| Financial Advisors Network, Inc. | 1.02% | Add +2.4% | 22,694 | $8.3M |
| Clayton Financial Group LLC | 4.52% | Add +4.0% | 22,375 | $8.2M |
| Everhart Financial Group, Inc. | 0.52% | Reduce -11.1% | 22,179 | $8.1M |
| SkyOak Wealth, LLC | 1.31% | Reduce -3.5% | 21,886 | $8.0M |
| SWAN Capital LLC | 2.73% | Reduce -16.4% | 21,783 | $8.0M |
| Argent Trust Co | 0.22% | Add +59.6% | 21,151 | $7.7M |
| CX Institutional | 0.22% | Add +0.0% | 20,779 | $7.6M |
| Talon Private Wealth, LLC | 0.89% | Add +86.5% | 20,720 | $7.6M |
| Wealthfront Advisers LLC | 0.01% | Add +2.0% | 20,533 | $7.5M |
| Joel Isaacson & Co., LLC | 0.22% | Add +9.3% | 20,495 | $7.5M |
| Highland Capital Management, LLC | 0.34% | Add +1.3% | 20,030 | $7.3M |
| Meramec Financial Planners, LLC | 2.64% | Reduce -2.6% | 20,989 | $7.2M |
| Strategic Wealth Advisors LLC | 6.16% | Add +0.7% | 23,848 | $7.2M |
| Integrity Alliance, Llc. | 0.23% | Add +2.6% | 19,695 | $7.2M |
| Clear Retirement Advice LLC | 4.90% | Add +5.4% | 19,585 | $7.2M |
| Institute for Wealth Management, LLC. | 0.63% | Reduce -2.3% | 19,478 | $7.1M |
| Eclectic Associates Inc. | 0.81% | Reduce -1.9% | 19,400 | $7.1M |
| Serenity Investment Advisors | 3.02% | Reduce -0.3% | 19,906 | $7.1M |
| Chicago Partners Investment Group LLC | 0.14% | Add +16.3% | 20,235 | $7.0M |
| Prosperity Planning, Inc. | 2.21% | Reduce -0.5% | 18,831 | $6.9M |
| Brookstone Capital Management | 0.07% | Add +81.3% | 18,800 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -4.0% | 18,741 | $6.9M |
| Fiduciary Financial Advisors | 0.69% | Add +993.6% | 18,745 | $6.8M |
| Leeward Financial Partners, LLC | 1.79% | Add +0.3% | 18,618 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Add +5.6% | 22,449 | $6.8M |
| Mainsail Asset Management, LLC | 2.65% | Add +1.8% | 19,610 | $6.8M |
| Brindle & Bay Financial Advisors, LLC | 3.37% | Add +17.8% | 18,424 | $6.7M |
| Krilogy Financial LLC | 0.20% | Reduce -1.1% | 18,423 | $6.7M |
| Wolff Financial Management LLC | 1.34% | Reduce -4.8% | 18,364 | $6.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -0.3% | 18,310 | $6.7M |
| Betterment LLC | 0.01% | Reduce -12.7% | 17,682 | $6.5M |
| Advisory Services Network, LLC | 0.07% | Add +2.5% | 17,670 | $6.5M |
| OneAscent Financial Services LLC | 0.31% | Add +0.5% | 17,632 | $6.4M |
| Councilor Wealth, LLC | 2.61% | Add +0.1% | 17,623 | $6.4M |
| Trust Point Inc. | 0.53% | Add +88.1% | 17,172 | $6.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.4% | 17,163 | $6.3M |
| GTS Securities LLC | 0.13% | New | 17,006 | $6.2M |
| CENTRAL TRUST Co | 0.11% | Reduce -1.3% | 16,880 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +2.4% | 16,811 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 16,763 | $6.1M |
| Creative Financial Designs Inc. | 0.29% | Reduce -9.0% | 16,724 | $6.1M |
| Zeit Capital LLC | 3.69% | Add +0.5% | 16,722 | $6.1M |
| Titleist Asset Management, LLC | 0.41% | Reduce -0.6% | 16,592 | $6.1M |
| Ackerman Capital Advisors, LLC | 1.22% | Reduce -9.2% | 16,589 | $6.1M |
| M&T Bank Corp | 0.02% | Add +8.4% | 16,526 | $6.0M |
| MAI Capital Management | 0.02% | Add +23.1% | 16,214 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +9.1% | 16,183 | $5.9M |
| Prudential Financial Inc. | 0.01% | Add +12.8% | 16,131 | $5.9M |
| Tiaa Trust, National Association | 0.35% | Reduce -1.9% | 16,109 | $5.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +9.3% | 16,085 | $5.9M |
| Seek First Inc. | 3.71% | Add +0.7% | 16,084 | $5.9M |
| Fifth Third Securities, Inc. | 0.33% | Add +9.5% | 15,728 | $5.8M |
| Brighton Jones LLC | 0.11% | Add +3.0% | 15,564 | $5.7M |
| Harbor Investment Advisory, LLC | 0.40% | Add +6.2% | 15,563 | $5.7M |
| Essential Planning, LLC. | 1.61% | Reduce -1.7% | 15,534 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.2% | 15,418 | $5.6M |
| Stephen J. Garry & Associates, LLC | 4.08% | Reduce -0.8% | 15,303 | $5.6M |
| Accel Wealth Management | 1.25% | Add +2.5% | 15,139 | $5.5M |
| Holderness Investments Co. | 0.92% | Add +1.2% | 15,012 | $5.5M |
| Bradley Foster & Sargent Inc. | 0.08% | Add +3.9% | 14,847 | $5.4M |
| Crestwood Advisors Group, LLC | 0.08% | Add +4.6% | 14,761 | $5.4M |
| Portside Wealth Group, LLC | 0.63% | Add +25.9% | 14,675 | $5.4M |
| LifePlan Investment Advisors, Inc. | 1.83% | Reduce -2.1% | 14,562 | $5.3M |
| Smartleaf Asset Management LLC | 0.17% | No change | 14,693 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Add +0.8% | 14,668 | $5.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4.16% | Add +3.0% | 14,461 | $5.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -0.2% | 14,096 | $5.2M |
| Nabity-Jensen Investment Management Inc | 3.15% | Reduce -0.6% | 14,039 | $5.1M |
| Chilton Investment Co. Inc. | 0.12% | No change | 14,005 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -2.3% | 13,992 | $5.1M |
| Allstreet Capital Advisors LLC | 3.28% | Add +1.3% | 13,799 | $5.0M |
| Ally Invest Advisors Inc. | 0.30% | Add +1.4% | 13,747 | $5.0M |
| RTD Financial Advisors, Inc. | 0.54% | Reduce -1.8% | 13,624 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.9% | 13,616 | $5.0M |
| Advisory Resource Group | 0.74% | Add +1903.7% | 13,525 | $4.9M |
| First Horizon Corp. | 0.19% | Add +0.9% | 13,517 | $4.9M |
| Members Trust Co | 0.15% | Reduce -1.9% | 13,480 | $4.9M |
| Citigroup Inc. | 0.00% | Add +5.8% | 13,478 | $4.9M |
| Warner Financial, Inc. | 1.41% | Add +1.2% | 13,156 | $4.8M |
| Valeo Financial Advisors, LLC | 0.10% | Add +0.6% | 13,052 | $4.8M |
| Hilltop National Bank | 1.01% | Add +1.8% | 12,956 | $4.7M |
| Acropolis Investment Management, LLC | 0.19% | Add +2.9% | 12,828 | $4.7M |
| Martel Wealth Advisors LLC | 0.71% | Reduce -5.8% | 12,427 | $4.5M |
| Fluent Financial, LLC | 1.61% | Add +0.3% | 12,345 | $4.5M |
| Verdence Capital Advisors LLC | 0.24% | Reduce -0.4% | 12,240 | $4.5M |
| TAGStone Capital, Inc. | 1.41% | Reduce -1.2% | 12,110 | $4.4M |
| Curbstone Financial Management Corp | 0.75% | Reduce -0.4% | 12,080 | $4.4M |
| Coastal Bridge Advisors, LLC | 0.27% | Add +238.9% | 12,042 | $4.4M |
| Probity Advisors, Inc. | 0.63% | Reduce -3.9% | 12,040 | $4.4M |
| Bravera Wealth | 1.68% | Add +10.1% | 12,001 | $4.4M |
| Larson Financial Group LLC | 0.11% | Reduce -32.7% | 11,879 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -4.4% | 11,738 | $4.3M |
| Wesbanco Bank Inc. | 0.11% | Reduce -6.3% | 11,659 | $4.3M |
| Alpine Bank Wealth Management | 0.54% | No change | 11,614 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +2.4% | 11,557 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 11,360 | $4.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.15% | Add +31.2% | 11,271 | $4.1M |
| Covington Investment Advisors Inc. | 0.53% | Reduce -3.4% | 11,229 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +249.3% | 11,191 | $4.1M |
| DeLarme Wealth Management, Inc. | 2.33% | Reduce -2.9% | 10,982 | $4.0M |
| Paces Ferry Wealth Advisors, LLC | 1.49% | Add +1.3% | 10,922 | $4.0M |
| Aire Advisors, LLC | 0.65% | Reduce -1.6% | 10,921 | $4.0M |
| Midwest Trust Co | 0.05% | Reduce -2.1% | 10,890 | $4.0M |
| Anchor Bay Capital, Inc. | 2.15% | — | 11,078 | $4.0M |
| Global Trust Wealth Management LLC | 2.67% | Add +7.5% | 10,593 | $3.9M |
| American Financial & Tax Strategies Inc. | 1.75% | Reduce -0.2% | 10,591 | $3.9M |
| Riversedge Advisors, LLC | 0.51% | Reduce -1.1% | 10,585 | $3.9M |
| Infinity Wealth Counsel, LLC | 3.10% | Add +3.6% | 10,499 | $3.8M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -0.3% | 10,452 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.32% | Reduce -16.6% | 10,447 | $3.8M |
| Parkside Financial Bank & Trust | 0.26% | Add +23.4% | 10,439 | $3.8M |
| Falcon Wealth Planning | 0.24% | Reduce -1.6% | 10,437 | $3.8M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -1.6% | 10,434 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +7.5% | 10,385 | $3.8M |
| SilverOak Wealth Management LLC | 0.48% | No change | 10,286 | $3.8M |
| MSH Capital Advisors LLC | 0.65% | Reduce -2.6% | 10,246 | $3.7M |
| Apella Capital, LLC | 0.05% | Reduce -3.0% | 10,556 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +22.8% | 10,156 | $3.7M |
| Center for Financial Planning, Inc. | 0.35% | Reduce -4.0% | 10,099 | $3.7M |
| Aurelius Family Office LLC | 1.45% | Reduce -3.5% | 10,084 | $3.7M |
| Visionary Wealth Advisors | 0.15% | Add +3.3% | 10,068 | $3.7M |
| Western Wealth Management, LLC | 0.12% | Reduce -3.7% | 9,992 | $3.7M |
| Tower View Wealth Management LLC | 1.60% | Reduce -0.1% | 9,962 | $3.6M |
| Flow Traders U.S. LLC | 0.15% | Add +287.9% | 9,946 | $3.6M |
| Diversified Management Inc. | 0.77% | Add +298.7% | 9,863 | $3.6M |
| KPP Advisory Services LLC | 0.46% | Reduce -0.5% | 9,838 | $3.6M |
| Northern Lights Advisors, Inc. | 1.94% | Reduce -5.5% | 9,773 | $3.6M |
| Summit Wealth Group LLC / Co. | 0.29% | Add +8.2% | 9,632 | $3.5M |
| Mission Wealth Management, LP | 0.04% | Add +19.8% | 9,631 | $3.5M |
| Matisse Capital | 1.40% | No change | 9,554 | $3.5M |
| Heritage Wealth Management, Inc. | 1.72% | Add +5.0% | 9,457 | $3.5M |
| Trustmark Bank Trust Department | 0.20% | Add +4.5% | 9,234 | $3.4M |
| Disciplined Investments, LLC | 1.08% | Reduce -2.1% | 9,116 | $3.3M |
| Cranbrook Wealth Management, LLC | 0.62% | Reduce -3.7% | 9,098 | $3.3M |
| Moneco Advisors, LLC | 0.20% | Add +21.8% | 9,042 | $3.3M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -2.1% | 9,023 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.2% | 9,016 | $3.3M |
| Mustard Seed Financial, LLC | 1.69% | Add +7.3% | 8,909 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.1% | 8,890 | $3.3M |
| Noble Family Wealth, LLC | 0.58% | No change | 8,878 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -72.9% | 8,844 | $3.2M |
| Pillar Financial Advisors, LLC | 1.68% | No change | 8,807 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +67.8% | 8,793 | $3.2M |
| Simmons Bank | 0.18% | Add +33.4% | 8,793 | $3.2M |
| Milestone Asset Management Group, LLC | 1.61% | Add +1.3% | 8,716 | $3.2M |
| Sovran Advisors, LLC | 0.24% | Add +8.4% | 9,321 | $3.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.2% | 8,592 | $3.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.5% | 8,529 | $3.1M |
| Sterling Financial Planning, Inc. | 0.84% | Reduce -0.2% | 8,480 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +0.6% | 8,469 | $3.1M |
| Tradition Wealth Management, LLC | 0.19% | Add +5.3% | 8,351 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +13.3% | 8,287 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -7.0% | 8,199 | $3.0M |
| Geneos Wealth Management Inc. | 0.06% | Add +5.8% | 8,167 | $3.0M |
| Capital Advisors Wealth Management, LLC | 0.35% | Reduce -7.4% | 8,157 | $3.0M |
| Sapient Capital LLC | 0.04% | No change | 8,093 | $3.0M |
| Integrated Wealthcare, LLC | 2.21% | Reduce -2.9% | 8,093 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -9.6% | 8,087 | $3.0M |
| Integrity Wealth Solutions LLC | 1.09% | Add +1.3% | 8,042 | $2.9M |
| Leavell Investment Management, Inc. | 0.11% | Add +17.7% | 8,033 | $2.9M |
| Greenwood Capital Associates LLC | 0.28% | Reduce -18.2% | 7,905 | $2.9M |
| Shelton Wealth Management, LLC | 1.14% | Reduce -6.4% | 7,879 | $2.9M |
| Cornerstone Advisory, LLC | 0.24% | Reduce -7.7% | 7,865 | $2.9M |
| Ballast Financial Advisors LLC | 2.58% | Add +0.3% | 7,778 | $2.8M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -9.3% | 7,656 | $2.8M |
| Compass Ion Advisors, LLC | 0.24% | No change | 7,524 | $2.8M |
| River Wealth Advisors LLC | 0.29% | Reduce -2.5% | 7,482 | $2.7M |
| Valley National Advisers Inc. | 0.30% | Reduce -14.5% | 7,448 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Add +0.9% | 7,402 | $2.7M |
| Vista Investment Partners LLC | 0.68% | New | 7,394 | $2.7M |
| Vanguard Advisers Inc. | 0.01% | Reduce -2.0% | 7,375 | $2.7M |
| Tobias Financial Advisors, Inc. | 0.34% | Reduce -0.3% | 7,312 | $2.7M |
| XY Planning Network, Inc. | 0.34% | Add +170.0% | 7,312 | $2.7M |
| Insight Advisors, LLC/ PA | 0.47% | Reduce -1.3% | 7,255 | $2.7M |
| Opulen Financial Group LLC | 1.66% | Add +1.1% | 7,225 | $2.6M |
| Curtis Advisory Group, LLC | 0.51% | Reduce -6.0% | 7,165 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Add +0.1% | 7,124 | $2.6M |
| Founders Financial Securities LLC | 0.13% | Reduce -0.3% | 7,091 | $2.6M |
| Creekside Partners | 0.93% | Reduce -0.0% | 7,033 | $2.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -5.2% | 6,968 | $2.5M |
| Vickerman Investment Advisors, Inc. | 0.49% | Reduce -2.0% | 6,916 | $2.5M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +2.7% | 6,885 | $2.5M |
| Juncture Wealth Strategies, LLC | 0.65% | Reduce -1.3% | 6,883 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +4.4% | 6,821 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.42% | Reduce -24.6% | 6,818 | $2.5M |
| Bokf, NA | 0.03% | Add +3.9% | 6,768 | $2.5M |
| Renaissance Technologies | 0.00% | Add +302.4% | 6,760 | $2.5M |
| Kintra Wealth, LLC | 0.13% | Reduce -27.8% | 6,738 | $2.5M |
| One Charles Private Wealth Services, LLC | 0.57% | Reduce -0.4% | 6,731 | $2.5M |
| Elevated Financial Group LLC | 0.69% | No change | 6,714 | $2.5M |
| Apriem Advisors | 0.21% | Add +3.7% | 6,689 | $2.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.69% | Reduce -0.2% | 6,672 | $2.4M |
| HUB Investment Partners, LLC | 0.04% | Add +53.6% | 6,601 | $2.4M |
| Graetz Wealth LLC | 1.92% | Add +69.3% | 6,572 | $2.4M |
| Connable Office Inc. | 0.21% | New | 6,569 | $2.4M |
| Brown Wealth Management, LLC | 0.54% | Reduce -0.6% | 6,546 | $2.4M |
| BTC Capital Management, Inc. | 0.14% | Reduce -3.9% | 6,514 | $2.4M |
| Whittier Trust Co. | 0.02% | Add +0.1% | 6,567 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +15.1% | 6,477 | $2.4M |
| Harbour Capital Advisors, LLC | 0.43% | Reduce -1.1% | 6,616 | $2.3M |
| Quadcap Wealth Management, LLC | 0.22% | Add +1.2% | 6,228 | $2.3M |
| Richardson Financial Services Inc. | 1.29% | Add +0.7% | 6,204 | $2.3M |
| Pinnacle Financial Group, LLC / IL | 0.55% | Add +3.3% | 6,153 | $2.3M |
| Harbor Asset Planning, Inc. | 1.68% | Add +0.1% | 6,124 | $2.2M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.3% | 6,110 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.71% | Reduce -5.7% | 6,074 | $2.2M |
| Loomis Sayles & Co. L P | 0.00% | Add +49.8% | 6,061 | $2.2M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -2.1% | 5,963 | $2.2M |
| Tranquility Partners, LLC | 0.75% | Reduce -0.2% | 5,932 | $2.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +6.9% | 5,861 | $2.1M |
| Winthrop Capital Management, LLC | 0.52% | Reduce -2.5% | 5,836 | $2.1M |
| Bouvel Investment Partners, LLC | 0.48% | Add +5.9% | 5,834 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Add +19.3% | 5,811 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +2.6% | 5,790 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +1.1% | 5,677 | $2.1M |
| Rebalance, LLC | 0.11% | Reduce -0.1% | 5,669 | $2.1M |
| Park National Corp. | 0.06% | Reduce -31.8% | 5,666 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -12.1% | 5,654 | $2.1M |
| TritonPoint Partners, LLC | 0.17% | New | 5,650 | $2.1M |
| Uptick Partners, LLC | 0.32% | Add +10.2% | 5,643 | $2.1M |
| Sagace Wealth Management LLC | 1.30% | Add +0.8% | 5,616 | $2.1M |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -13.4% | 5,611 | $2.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +13.1% | 5,606 | $2.1M |
| Kure Advisory, LLC | 0.97% | Add +34.6% | 5,572 | $2.0M |
| Cahill Financial Advisors Inc. | 0.20% | Reduce -1.1% | 5,567 | $2.0M |
| Genesis Financial Group, LLC | 1.31% | Add +2.7% | 5,520 | $2.0M |
| Stanich Group LLC | 1.27% | Add +25.6% | 5,499 | $2.0M |
| Sage Mountain Advisors LLC | 0.12% | Reduce -4.1% | 5,484 | $2.0M |
| Jacobs Equity LLC | 1.38% | Reduce -0.4% | 5,467 | $2.0M |
| Caprock Group, LLC | 0.04% | Reduce -7.7% | 5,434 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -43.7% | 5,406 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.09% | No change | 5,389 | $2.0M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.1% | 5,371 | $2.0M |
| Fiduciary Alliance LLC | 0.13% | Add +2.1% | 5,355 | $2.0M |
| Michels Family Financial, LLC | 1.25% | Add +2.2% | 5,336 | $2.0M |
| Compton Wealth Advisory Group, LLC | 0.39% | No change | 5,378 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -1.9% | 5,289 | $1.9M |
| Ferguson Johnson Wealth Management Inc | 1.41% | Add +15.3% | 5,285 | $1.9M |
| Sax Wealth Advisors, LLC | 0.08% | Add +11.9% | 6,327 | $1.9M |
| Meridian Financial Advisors, LLC | 0.91% | Reduce -0.9% | 5,182 | $1.9M |
| Banque Transatlantique SA | 0.04% | New | 5,143 | $1.9M |
| Meridian Wealth Management, LLC | 0.06% | Add +12.7% | 5,111 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.25% | Reduce -1.3% | 5,421 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.1% | 5,100 | $1.9M |
| Novak & Powell Financial Services, Inc. | 0.87% | Add +76.6% | 5,928 | $1.9M |
| Independent Wealth Network Inc. | 0.47% | Add +10.4% | 5,070 | $1.9M |
| Ritholtz Wealth Management | 0.03% | Add +190.6% | 5,030 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -14.2% | 5,023 | $1.8M |
| Intergy Private Wealth, LLC | 0.42% | Add +17.0% | 5,018 | $1.8M |
| Tritonpoint Wealth, LLC | 0.18% | No change | 4,989 | $1.8M |
| Valley Wealth Managers, Inc. | 0.11% | Reduce -3.0% | 4,982 | $1.8M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -41.3% | 4,965 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | New | 4,936 | $1.8M |
| Ironwood Financial, llc | 0.28% | Add +3.5% | 5,122 | $1.8M |
| Fortis Capital Advisors, LLC | 0.20% | Add +1.2% | 4,881 | $1.8M |
| Belpointe Asset Management LLC | 0.06% | Add +1.2% | 4,881 | $1.8M |
| Cascade Wealth Advisors, Inc | 0.71% | No change | 4,896 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.50% | Add +0.1% | 4,813 | $1.8M |
| CGN Advisors LLC | 0.13% | Reduce -5.2% | 4,808 | $1.8M |
| Dravo Bay LLC | 0.61% | Reduce -3.1% | 4,791 | $1.8M |
| Canvas Wealth Advisors, LLC | 0.24% | Add +1.0% | 4,768 | $1.7M |
| First National Bank of Omaha | 0.05% | No change | 4,815 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +15.2% | 4,722 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.23% | Reduce -7.4% | 4,709 | $1.7M |
| Revisor Wealth Management LLC | 0.41% | Add +62.1% | 4,678 | $1.7M |
| Manchester Capital Management LLC | 0.22% | Reduce -0.4% | 4,670 | $1.7M |
| Vise Technologies, Inc. | 0.02% | Add +121.8% | 4,651 | $1.7M |
| 1834 Investment Advisors Co. | 0.19% | Add +10.1% | 4,640 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +2.1% | 4,631 | $1.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.42% | Reduce -16.3% | 4,628 | $1.7M |
| Wedmont Private Capital | 0.05% | Reduce -7.8% | 4,774 | $1.7M |
| Level Four Advisory Services, LLC | 0.05% | Add +3.1% | 4,618 | $1.7M |
| Lionshead Wealth Management, LLC | 1.09% | New | 4,606 | $1.7M |
| Gotham Asset Management | 0.00% | No change | 4,597 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.34% | Reduce -3.4% | 4,590 | $1.7M |
| NorthStar Asset Management LLC | 0.36% | Add +2.7% | 4,554 | $1.7M |
| Aspiriant, LLC | 0.04% | Reduce -3.0% | 4,542 | $1.7M |
| Friday Financial | 0.44% | Add +3.2% | 4,652 | $1.6M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.0% | 4,496 | $1.6M |
| Atlantic Family Wealth, LLC | 1.04% | Reduce -4.2% | 4,427 | $1.6M |
| Klingman & Associates, LLC | 0.07% | Reduce -1.2% | 4,424 | $1.6M |
| TFB Advisors LLC | 0.70% | Add +0.1% | 4,356 | $1.6M |
| Regal Investment Advisors LLC | 0.08% | Reduce -0.3% | 4,338 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +3.2% | 4,330 | $1.6M |
| Hartline Investment Corp./ | 0.14% | No change | 4,306 | $1.6M |
| PKS Advisory Services, LLC | 0.25% | Add +4.4% | 4,292 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.6% | 4,270 | $1.6M |
| Wealth Alliance, LLC | 0.13% | Reduce -11.1% | 4,259 | $1.6M |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -70.8% | 4,258 | $1.6M |
| Brand Asset Management Group, Inc. | 0.34% | Add +6.4% | 4,217 | $1.5M |
| Trust Co | 0.14% | Add +0.2% | 4,212 | $1.5M |
| Nuveen, LLC | 0.00% | New | 4,191 | $1.5M |
| McMillan Office, Inc. | 0.18% | No change | 4,174 | $1.5M |
| Opus Capital Group, LLC | 0.15% | Reduce -0.4% | 4,152 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +0.6% | 4,127 | $1.5M |
| Capital Squared Financial LLC | 0.98% | Add +11.4% | 4,117 | $1.5M |
| Diversified Enterprises, LLC | 0.07% | Reduce -4.4% | 4,103 | $1.5M |
| City Holding Co. | 0.17% | Reduce -1.4% | 4,076 | $1.5M |
| Cordoba Advisory Partners LLC | 0.32% | Add +10.1% | 4,064 | $1.5M |
| Truepoint, Inc. | 0.03% | Reduce -0.1% | 4,057 | $1.5M |
| American Trust | 0.11% | Add +4.4% | 4,054 | $1.5M |
| Sonoma Allocations LLC | 0.46% | Reduce -27.5% | 4,022 | $1.5M |
| Grey Ledge Advisors, LLC | 0.29% | Reduce -2.6% | 4,011 | $1.5M |
| Stevens Capital Partners | 0.28% | Reduce -2.2% | 4,011 | $1.5M |
| Diversify Advisory Services, LLC | 0.02% | New | 4,223 | $1.5M |
| Diversify Wealth Management, LLC | 0.02% | Add +29.9% | 4,223 | $1.5M |
| First United Bank & Trust | 0.42% | Add +0.2% | 3,952 | $1.4M |
| Sunburst Financial Group, LLC | 0.24% | Add +0.0% | 3,909 | $1.4M |
| Steel Grove Capital Advisors, LLC | 0.13% | Add +0.1% | 3,900 | $1.4M |
| River's Edge Wealth Management, LLC | 1.25% | Add +2.1% | 4,068 | $1.4M |
| Cooksen Wealth, LLC | 0.90% | Reduce -11.7% | 3,898 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +5.5% | 3,871 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Reduce -3.0% | 3,840 | $1.4M |
| United Bank | 0.16% | Add +37.6% | 3,811 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.20% | Reduce -3.7% | 3,784 | $1.4M |
| Diversified Trust Co. | 0.02% | Add +0.3% | 3,784 | $1.4M |
| Willner & Heller, LLC | 0.86% | Add +0.1% | 3,769 | $1.4M |
| Prosperity Consulting Group, LLC | 0.05% | Add +0.2% | 3,754 | $1.4M |
| Investmark Advisory Group LLC | 0.52% | Reduce -0.4% | 3,745 | $1.4M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 3,724 | $1.4M |
| Waystone Advisors LLC | 1.01% | Add +4.9% | 3,706 | $1.4M |
| Geneva Capital Management LLC | 0.03% | Reduce -67.4% | 3,697 | $1.4M |
| Battery Global Advisors, LLC | 0.67% | No change | 3,680 | $1.3M |
| Fiduciary Trust Co | 0.01% | Add +5.0% | 3,674 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.04% | Add +0.0% | 10,557 | $1.3M |
| Round Rock Advisors LLC | 0.17% | No change | 3,621 | $1.3M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -5.3% | 3,612 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Add +44.1% | 3,611 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Add +0.5% | 3,604 | $1.3M |
| Evergreen Wealth Management, LLC | 0.62% | Add +1.1% | 3,597 | $1.3M |
| Bank of Hawaii | 0.06% | Reduce -14.1% | 3,580 | $1.3M |
| Ballentine Partners, LLC | 0.02% | No change | 3,571 | $1.3M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -0.3% | 3,566 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -19.6% | 4,272 | $1.3M |
| Mayfair Advisory Group, LLC | 0.39% | Reduce -4.0% | 3,756 | $1.3M |
| Royal Fund Management, LLC | 0.11% | Reduce -2.8% | 3,491 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Reduce -10.1% | 3,483 | $1.3M |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -9.9% | 3,481 | $1.3M |
| Nicolet Bankshares Inc. | 0.04% | Add +7.5% | 3,488 | $1.3M |
| Center For Asset Management LLC | 0.56% | Add +0.8% | 3,446 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | No change | 3,439 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.47% | Reduce -0.9% | 3,438 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.3% | 3,430 | $1.3M |
| Marino, Stram & Associates LLC | 0.20% | Add +17.2% | 3,414 | $1.2M |
| Daymark Wealth Partners, LLC | 0.03% | Add +77.0% | 3,401 | $1.2M |
| Keybank National Association | 0.00% | Add +2.3% | 3,344 | $1.2M |
| IMA Advisory Services, Inc. | 0.08% | New | 3,316 | $1.2M |
| WealthCare Investment Partners, LLC | 0.29% | Reduce -0.0% | 3,295 | $1.2M |
| Wrenne Financial Planning LLC | 0.40% | Reduce -0.5% | 3,268 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Add +5.0% | 3,240 | $1.2M |
| CoreCap Advisors, LLC | 0.03% | Add +0.7% | 3,228 | $1.2M |
| Accretive Wealth Partners, LLC | 0.29% | Reduce -0.4% | 3,224 | $1.2M |
| Three Bearings Fiduciary Advisors, Inc. | 1.06% | Reduce -3.0% | 3,223 | $1.2M |
| Strive Financial Group ,LLC | 0.51% | Add +118.5% | 3,218 | $1.2M |
| LexAurum Advisors, LLC | 0.14% | Add +18.8% | 3,191 | $1.2M |
| Tandem Financial, LLC | 0.37% | Add +1.9% | 3,185 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Reduce -19.8% | 3,155 | $1.2M |
| MCF Advisors LLC | 0.04% | Add +3018.8% | 3,150 | $1.2M |
| Key Financial Inc | 0.19% | Add +2.8% | 3,145 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 0.62% | Add +20.8% | 3,142 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.0% | 3,118 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Reduce -14.5% | 3,109 | $1.1M |
| Gryphon Financial Partners LLC | 0.10% | Reduce -0.8% | 3,101 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +7.5% | 3,087 | $1.1M |
| BKM Wealth Management, LLC | 0.40% | Reduce -26.8% | 3,083 | $1.1M |
| AMG National Trust Bank | 0.02% | Reduce -35.6% | 3,081 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.36% | Add +1.3% | 3,062 | $1.1M |
| Elm3 Financial Group, LLC | 0.77% | Add +0.9% | 3,057 | $1.1M |
| 4WEALTH Advisors, Inc. | 0.86% | Reduce -1.9% | 3,092 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Reduce -2.3% | 3,052 | $1.1M |
| ERn Financial, LLC | 0.18% | Reduce -7.8% | 3,040 | $1.1M |
| Gen-Wealth Partners Inc | 0.31% | Reduce -99.2% | 3,024 | $1.1M |
| Glassman Wealth Services | 0.13% | No change | 3,015 | $1.1M |
| Bluedoor Private Wealth, LLC | 0.46% | Reduce -9.8% | 3,001 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.68% | Reduce -21.9% | 2,998 | $1.1M |
| Shoker Investment Counsel, Inc. | 0.27% | No change | 2,983 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.25% | Reduce -0.1% | 2,982 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +4.9% | 2,973 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Reduce -13.2% | 2,969 | $1.1M |
| Ponta Wealth Partners, LLC | 0.58% | Add +96.4% | 2,968 | $1.1M |
| Monetary Solutions, Ltd | 0.93% | Add +12.7% | 2,967 | $1.1M |
| Ascentis Independent Advisors | 2.91% | Reduce -69.4% | 2,949 | $1.1M |
| True North Advisors, LLC | 0.10% | No change | 2,949 | $1.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.28% | No change | 2,939 | $1.1M |
| BCS Wealth Management | 0.19% | No change | 2,939 | $1.1M |
| OFS Enterprise LLC | 0.27% | Reduce -0.5% | 2,900 | $1.1M |
| Trilogy Capital Inc. | 0.04% | Add +48.7% | 2,893 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.2% | 2,877 | $1.1M |
| Waterloo Capital, L.P. | 0.06% | New | 2,872 | $1.1M |
| Dahring | Cusmano LLC | 0.55% | Reduce -0.1% | 2,857 | $1.0M |
| BIP Wealth, LLC | 0.03% | Add +80.8% | 2,854 | $1.0M |
| Financial Alternatives, Inc | 0.51% | No change | 2,843 | $1.0M |
| InTrack Investment Management Inc | 0.52% | Reduce -55.6% | 2,842 | $1.0M |
| Bernicke Wealth Management, Ltd. | 0.12% | Add +0.3% | 2,833 | $1.0M |
| Savvy Advisors, Inc. | 0.02% | Add +16.2% | 2,820 | $1.0M |
| IFG Advisors, LLC | 0.14% | No change | 2,818 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.5% | 2,781 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 0.87% | Add +0.1% | 2,780 | $1.0M |
| Bay Capital Advisors, LLC | 0.54% | Reduce -2.3% | 2,767 | $1.0M |
| Balefire, LLC | 0.16% | Reduce -4.5% | 2,755 | $1.0M |
| North Star Asset Management Inc. | 0.04% | Reduce -4.0% | 2,755 | $1.0M |
| Carl P. Sherr & Co., LLC | 0.42% | No change | 2,740 | $1.0M |
| Fiducient Advisors LLC | 0.14% | Add +1.3% | 2,704 | $989K |
| Evermay Wealth Management LLC | 0.10% | Add +2.9% | 2,701 | $988K |
| BSW Wealth Partners | 0.11% | Reduce -6.2% | 2,692 | $984K |
| Nalls Sherbakoff Group, LLC | 0.70% | Reduce -0.3% | 2,691 | $984K |
| Asset Dedication, LLC | 0.06% | Add +0.5% | 2,670 | $976K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +4.5% | 2,662 | $973K |
| Freestone Capital Holdings, LLC | 0.03% | Add +0.3% | 2,658 | $972K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.9% | 2,658 | $972K |
| LightSquare Wealth Management, LLC | 0.66% | Reduce -10.0% | 2,636 | $964K |
| Eagle Strategies LLC | 0.09% | Reduce -3.0% | 2,606 | $953K |
| Glenview Trust Co | 0.01% | Reduce -1.4% | 2,590 | $947K |
| Cozad Asset Management Inc. | 0.06% | Add +2.2% | 2,569 | $940K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 2,560 | $936K |
| Rinkey Investments | 0.22% | Add +0.0% | 2,549 | $932K |
| Decker Wealth Management LLC | 0.20% | No change | 2,539 | $929K |
| Compass Financial Group, INC | 0.11% | Reduce -2.5% | 2,533 | $926K |
| Perennial Investment Advisors, LLC | 0.06% | Add +8.0% | 2,526 | $924K |
| Keystone Financial Services, LLC | 0.55% | Reduce -4.7% | 2,517 | $920K |
| Gilliland Jeter Wealth Management LLC | 0.24% | Add +0.0% | 2,491 | $911K |
| Steph & Co. | 0.23% | Reduce -5.4% | 2,461 | $900K |
| Fusion Capital, LLC | 0.21% | Add +0.1% | 2,451 | $896K |
| GWN Securities Inc. | 0.15% | Add +5.6% | 2,449 | $896K |
| Hoge Financial Services, LLC | 0.43% | Reduce -0.9% | 2,431 | $889K |
| Kennicott Capital Management LLC | 0.41% | Reduce -1.0% | 2,430 | $889K |
| Goodwin Investment Advisory | 1.78% | No change | 2,423 | $886K |
| Aviso Wealth Management | 0.30% | No change | 2,407 | $880K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.1% | 2,396 | $876K |
| PFG Advisors | 0.04% | Reduce -12.2% | 2,396 | $876K |
| Anchor Investment Management, LLC | 0.07% | Reduce -3.7% | 2,373 | $868K |
| McClarren Financial Advisors, Inc. | 0.45% | Reduce -14.1% | 2,366 | $865K |
| GLR Partners, LLC | 0.40% | Reduce -3.2% | 2,361 | $863K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.7% | 2,357 | $862K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +5.3% | 2,357 | $862K |
| 55 North Private Wealth, LLC | 0.17% | Add +13.8% | 2,352 | $860K |
| Evergreen Capital Management LLC | 0.02% | Reduce -3.1% | 2,352 | $860K |
| Magnus Financial Group LLC | 0.06% | Reduce -0.8% | 2,340 | $856K |
| Coppell Advisory Solutions LLC | 0.07% | New | 4,625 | $848K |
| Solutions 4 Wealth, Ltd | 1.08% | Add +0.0% | 2,278 | $833K |
| Nvest Wealth Strategies, Inc. | 0.52% | Reduce -0.2% | 2,268 | $829K |
| Clarity Capital Advisors, LLC | 0.35% | No change | 2,267 | $829K |
| Independence Asset Advisors, LLC | 0.22% | Add +0.1% | 2,259 | $826K |
| Houlihan Financial Resource Group, Ltd. | 0.29% | No change | 2,257 | $825K |
| United Advisor Group, LLC | 0.09% | Add +13.2% | 2,252 | $824K |
| Tsfg, LLC | 0.10% | No change | 2,249 | $822K |
| River Street Advisors LLC | 0.24% | Add +6.3% | 2,245 | $821K |
| Smithfield Trust Co | 0.03% | Add +0.1% | 2,229 | $816K |
| Franklin Resources Inc. | 0.00% | Add +480.7% | 2,224 | $813K |
| Glass Jacobson Investment Advisors llc | 0.25% | Reduce -0.1% | 2,214 | $810K |
| World Equity Group, Inc. | 0.18% | Reduce -0.5% | 2,211 | $809K |
| Arrow Investment Advisors, LLC | 0.78% | Reduce -2.3% | 2,206 | $807K |
| Orin Green Financial, LLC | 0.30% | Reduce -0.8% | 2,205 | $806K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +13.1% | 2,197 | $803K |
| Bell Bank | 0.03% | Add +0.6% | 2,195 | $803K |
| Bishop & Co Investment Management, LLC | 0.25% | Reduce -2.6% | 2,185 | $799K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -3.7% | 2,179 | $797K |
| Beacon Financial Advisory LLC | 0.16% | Add +25.5% | 2,179 | $797K |
| O'ROURKE & COMPANY, Inc | 0.28% | No change | 2,157 | $789K |
| CCG Wealth Management, LLC | 0.18% | No change | 2,153 | $787K |
| Rossby Financial, LCC | 0.14% | Reduce -7.7% | 2,152 | $787K |
| Northwest Wealth Advisors, LLC | 0.45% | Reduce -2.0% | 2,139 | $782K |
| Angeles Wealth Management, LLC | 0.04% | Add +6.3% | 2,134 | $780K |
| Busey Bank | 0.02% | Reduce -14.1% | 2,130 | $779K |
| QRG Capital Management, Inc. | 0.01% | Add +3.5% | 2,123 | $777K |
| Maridea Wealth Management LLC | 0.08% | Reduce -0.6% | 2,122 | $776K |
| FSA Advisors, Inc. | 0.36% | New | 2,119 | $775K |
| John A. Wolfe & Associates, Inc. | 1.07% | Reduce -3.8% | 2,117 | $774K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 2,113 | $773K |
| IFG Advisory, LLC | 0.03% | Add +4052.0% | 2,076 | $759K |
| Indivisible Partners | 0.04% | Add +14.2% | 2,074 | $758K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -1.2% | 2,067 | $756K |
| Main Street Financial Solutions, LLC | 0.05% | Add +1.1% | 2,063 | $754K |
| Wealth Preservation Advisors, LLC | 0.43% | Add +19.3% | 2,063 | $754K |
| Northeast Investment Management | 0.03% | No change | 2,061 | $754K |
| First Trust Advisors LP | 0.00% | Reduce -19.6% | 2,058 | $753K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -1.2% | 2,041 | $746K |
| Csenge Advisory Group | 0.03% | Reduce -1.2% | 2,037 | $745K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,027 | $741K |
| William Mack & Associates, Inc. | 0.26% | Add +13.3% | 2,002 | $732K |
| Dala Group, LLC | 0.60% | Reduce -14.5% | 1,987 | $727K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +1.0% | 1,974 | $722K |
| Wheelhouse Advisory Group LLC | 0.20% | Reduce -0.4% | 1,969 | $720K |
| Silver Oak Advisory Group, Inc. | 0.28% | No change | 1,959 | $716K |
| Pacific Sun Financial Corp | 0.29% | Reduce -3.5% | 1,954 | $715K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -14.3% | 1,943 | $711K |
| Steelhead Wealth Management LLC | 0.29% | Reduce -0.5% | 1,943 | $710K |
| InvesTrust | 0.27% | Reduce -0.5% | 1,939 | $709K |
| Genesis Private Wealth, LLC | 0.20% | Reduce -0.1% | 1,934 | $707K |
| Goepper Burkhardt LLC | 0.21% | Reduce -13.3% | 1,927 | $705K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -72.3% | 1,927 | $705K |
| Windward Private Wealth Management Inc. | 0.22% | Reduce -1.5% | 1,913 | $700K |
| Northwest Bancshares, Inc. | 0.13% | Reduce -5.3% | 1,909 | $698K |
| Brady Martz Wealth Solutions, LLC | 0.11% | No change | 1,908 | $698K |
| Resolute Advisors LLC | 0.17% | Add +0.2% | 1,901 | $695K |
| First Manhattan Co. Llc. | 0.00% | Add +0.1% | 1,886 | $690K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 1,858 | $679K |
| International Assets Investment Management, LLC | 0.04% | Add +99.5% | 1,875 | $679K |
| Integrated Capital Management, LLC | 0.24% | Reduce -15.1% | 1,856 | $679K |
| McGuire Investment Group, LLC | 0.06% | Add +2.3% | 1,846 | $675K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -46.2% | 1,841 | $673K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -1.6% | 1,825 | $667K |
| Cassady Wealth & Retirement Planning, LLC | 0.31% | Reduce -7.0% | 1,821 | $666K |
| StoneX Group Inc. | 0.03% | Reduce -34.1% | 1,814 | $664K |
| Everstar Asset Management, LLC | 0.32% | No change | 1,803 | $659K |
| Sellwood Investment Partners LLC | 0.23% | New | 1,790 | $655K |
| Pennington Partners & Co., LLC | 0.21% | Add +7.4% | 1,790 | $655K |
| RKL Wealth Management LLC | 0.05% | Reduce -0.2% | 1,790 | $654K |
| Orleans Capital Management Corp. | 0.34% | Add +11.8% | 1,788 | $654K |
| Waller Financial Planning Group, Inc. | 0.13% | Reduce -9.6% | 1,786 | $653K |
| WoodTrust Financial Corp | 0.08% | Reduce -0.8% | 1,784 | $652K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 1,777 | $650K |
| SlateStone Wealth, LLC | 0.05% | Add +4.2% | 1,774 | $649K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.7% | 1,771 | $648K |
| Mgo One Seven LLC | 0.01% | Reduce -3.4% | 1,767 | $646K |
| Verus Capital Partners, LLC | 0.03% | Add +27.3% | 1,765 | $645K |
| SteelPeak Wealth, LLC | 0.02% | Add +33.7% | 1,763 | $645K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -45.4% | 1,756 | $642K |
| Nwam LLC | 0.03% | Add +2.5% | 1,750 | $640K |
| Greenspring Advisors, LLC | 0.04% | Reduce -4.4% | 1,745 | $638K |
| Sightline Wealth Advisors, LLC | 0.23% | Reduce -26.5% | 1,739 | $636K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Reduce -0.8% | 1,739 | $636K |
| Axis Wealth Partners, LLC | 0.30% | Reduce -0.4% | 1,731 | $633K |
| Colter Lewis Investment Partners LLC | 0.28% | New | 1,722 | $630K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.26% | No change | 1,721 | $629K |
| Plancorp, LLC | 0.02% | No change | 1,796 | $627K |
| Petix & Botte Co | 0.13% | Add +100.0% | 1,710 | $625K |
| K2 Financial Inc. | 0.44% | Reduce -0.9% | 1,731 | $624K |
| Signaturefd, LLC | 0.01% | Add +10.7% | 1,703 | $623K |
| Discipline Wealth Solutions, LLC | 0.05% | Reduce -4.2% | 1,702 | $622K |
| Unconventional Investor, LLC | 0.26% | Add +0.1% | 1,697 | $621K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.1% | 1,694 | $619K |
| Procyon Advisors, LLC | 0.03% | Reduce -1.3% | 1,688 | $617K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 1,688 | $617K |
| Ieq Capital, LLC | 0.00% | Reduce -69.9% | 1,687 | $617K |
| Provident Wealth Management, LLC | 0.16% | Add +3.6% | 1,678 | $614K |
| Finward Bancorp | 0.46% | No change | 1,655 | $605K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.6% | 1,651 | $604K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 1,646 | $602K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.9% | 1,631 | $596K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -53.8% | 1,624 | $594K |
| Zions Bancorporation, National Association | 0.04% | Reduce -5.5% | 1,618 | $592K |
| Markowski Investments | 0.13% | — | 1,609 | $588K |
| Caldwell Trust Co | 0.05% | No change | 1,602 | $586K |
| Clearstead Advisors, LLC | 0.01% | Add +27.9% | 1,594 | $583K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +2.0% | 1,591 | $582K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -0.1% | 1,583 | $579K |
| Fearless Solutions, LLC dba Best Invest | 0.30% | Reduce -0.1% | 1,579 | $577K |
| Point72 Asset Management | 0.00% | Reduce -47.2% | 1,577 | $577K |
| Valmark Advisers, Inc. | 0.01% | Add +17.4% | 1,574 | $576K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.4% | 1,572 | $575K |
| Invst, LLC | 0.06% | Reduce -1.8% | 1,570 | $574K |
| J. Derek Lewis & Associates Inc. | 0.11% | Reduce -1.6% | 1,566 | $573K |
| MWA Asset Management | 0.26% | Reduce -4.0% | 1,557 | $570K |
| Choate Investment Advisors | 0.01% | Add +5.6% | 1,557 | $569K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -1.8% | 1,549 | $567K |
| Christine Messmer PC | 0.32% | Reduce -5.0% | 1,549 | $566K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,547 | $566K |
| Strategic Investment Solutions, Inc. | 0.13% | Add +0.1% | 1,543 | $564K |
| Agate Pass Investment Management, LLC | 0.21% | No change | 1,524 | $557K |
| McDonald Partners LLC | 0.14% | Add +1.7% | 1,520 | $556K |
| Courier Capital LLC | 0.03% | Reduce -1.2% | 1,517 | $555K |
| Financial Freedom, LLC | 0.25% | Reduce -19.4% | 1,512 | $553K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.0% | 1,507 | $551K |
| Regions Financial Corp. | 0.00% | Add +117.6% | 1,506 | $551K |
| Asempa Wealth Advisors | 0.42% | No change | 1,502 | $549K |
| Curry Webb Wealth Management LLC | 0.23% | No change | 1,500 | $549K |
| Tactive Advisors, LLC | 0.13% | Reduce -0.2% | 1,497 | $547K |
| Aspen Grove Capital, LLC | 0.08% | No change | 1,495 | $547K |
| Thayer Partners, LLC / MA | 0.23% | No change | 1,488 | $544K |
| Confluence Wealth Services, Inc. | 0.02% | Add +82.0% | 1,487 | $544K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -15.1% | 1,478 | $540K |
| Convergence Financial, LLC | 0.04% | Reduce -0.9% | 1,474 | $539K |
| Kaizen Financial Strategies | 0.21% | Add +7.3% | 1,486 | $538K |
| ProVise Management Group, LLC | 0.04% | Reduce -1.2% | 1,469 | $537K |
| Bravias Capital Group, LLC | 0.32% | Reduce -1.6% | 1,452 | $531K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 1,450 | $530K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -6.6% | 1,449 | $530K |
| Spinnaker Trust | 0.03% | No change | 1,445 | $528K |
| First Financial Corp. | 0.18% | Reduce -12.5% | 1,444 | $528K |
| S.A. Mason LLC | 0.16% | No change | 1,444 | $528K |
| Financial Insights, Inc. | 0.14% | Reduce -0.6% | 1,441 | $527K |
| PDS Planning, Inc | 0.03% | Add +31.6% | 1,436 | $525K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -9.9% | 1,433 | $524K |
| Headland Capital, LLC | 0.13% | No change | 1,429 | $523K |
| Wealthspan Partners, LLC | 0.16% | Add +13.4% | 1,427 | $522K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 1,427 | $522K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | Add +1.0% | 1,525 | $521K |
| Alteri Wealth LLC | 0.14% | No change | 1,422 | $520K |
| Arsenal Capital Advisors LLC | 0.30% | Add +11.5% | 1,411 | $516K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,408 | $515K |
| Sensible Money, LLC | 0.14% | Add +0.9% | 1,407 | $515K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -1.8% | 1,406 | $514K |
| FF Advisors,LLC | 0.19% | No change | 1,401 | $512K |
| Taylor Financial Group, Inc. | 0.28% | Reduce -29.0% | 1,393 | $509K |
| LongView Wealth Management | 0.13% | Reduce -7.6% | 1,392 | $509K |
| Keebeck Wealth Management | 0.05% | No change | 1,386 | $507K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -0.7% | 1,384 | $506K |
| Ewa, LLC | 0.09% | Reduce -0.5% | 1,383 | $506K |
| NavPoint Financial, Inc. | 0.19% | Add +0.1% | 1,378 | $504K |
| Argentarii, LLC | 0.15% | Reduce -89.5% | 1,387 | $501K |
| TD Private Client Wealth LLC | 0.01% | Add +2.8% | 1,369 | $501K |
| VSM Wealth Advisory, LLC | 0.13% | Add +3.8% | 1,366 | $500K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 1,364 | $499K |
| LGL Partners, LLC | 0.18% | Add +0.1% | 1,356 | $496K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 1,351 | $494K |
| Narwhal Capital Management | 0.03% | No change | 1,350 | $494K |
| AIMZ Investment Advisors, LLC | 0.14% | Reduce -4.3% | 1,345 | $492K |
| Planning Directions Inc. | 0.23% | Reduce -1.3% | 1,341 | $490K |
| Segment Wealth Management, LLC | 0.03% | No change | 1,340 | $490K |
| Florida Trust Wealth Management Co | 0.01% | Add +0.3% | 1,340 | $490K |
| Fourth Dimension Wealth, LLC | 0.15% | Reduce -1.5% | 1,336 | $489K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 1,335 | $488K |
| Simplicity Wealth,LLC | 0.02% | New | 1,335 | $488K |
| Ascent Group, LLC | 0.01% | Reduce -15.9% | 1,333 | $487K |
| Davis Investment Partners, LLC | 0.15% | No change | 1,326 | $485K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,321 | $483K |
| Grove Street Fiduciary, LLC | 0.20% | No change | 1,319 | $482K |
| Miller Financial Services LLC | 0.39% | Add +8.2% | 1,317 | $482K |
| Greenleaf Trust | 0.00% | New | 1,305 | $477K |
| Clark Asset Management, LLC | 0.04% | Add +0.1% | 1,303 | $476K |
| PFG Investments, LLC | 0.02% | Add +3.0% | 1,302 | $476K |
| Planning Strategies Inc. | 0.30% | — | 1,295 | $474K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +38.8% | 1,289 | $471K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.2% | 1,287 | $470K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,281 | $468K |
| Estate Counselors, LLC | 0.04% | New | 1,280 | $468K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.4% | 1,272 | $465K |
| Florida Financial Advisors, LLC | 0.08% | Add +24.9% | 1,263 | $462K |
| Earned Wealth Advisors, LLC | 0.03% | Add +1.0% | 1,263 | $462K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.1% | 1,250 | $457K |
| Sigma Planning Corp | 0.01% | Add +8.3% | 1,247 | $456K |
| HSBC Holdings PLC | 0.00% | No change | 1,247 | $456K |
| Athena Investment Management | 0.27% | Reduce -14.2% | 1,244 | $455K |
| WBH Advisory Inc. | 0.03% | Reduce -3.9% | 1,244 | $455K |
| GEN Financial Management, INC. | 0.27% | Reduce -57.4% | 1,240 | $453K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -3.8% | 1,240 | $453K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +0.7% | 1,237 | $452K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.3% | 1,231 | $450K |
| Stewardship Advisors, LLC | 0.09% | Reduce -2.5% | 1,221 | $447K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -14.3% | 1,221 | $447K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -0.1% | 1,221 | $447K |
| Verus Financial Partners, Inc. | 0.04% | No change | 1,217 | $445K |
| Saxon Interests, Inc. | 0.12% | Add +31.6% | 1,215 | $444K |
| West Bancorporation Inc. | 0.19% | Reduce -11.2% | 1,214 | $444K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +30.2% | 1,211 | $443K |
| Capital Advantage, Inc. | 0.05% | New | 1,197 | $438K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 1,193 | $436K |
| Essex Financial Services, Inc. | 0.02% | Add +1.4% | 1,192 | $436K |
| Continuum Advisory, LLC | 0.04% | Add +5.9% | 1,186 | $434K |
| Xcelsior Advisor Partners LLC | 0.06% | Add +24.7% | 1,185 | $433K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -6.9% | 1,183 | $433K |
| Evanson Financial, LLC | 0.02% | — | 1,181 | $432K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -0.2% | 1,173 | $429K |
| Snowwater Investment Partners, LLC | 0.30% | No change | 1,170 | $428K |
| MBL Wealth, LLC | 0.03% | No change | 1,165 | $426K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -3.3% | 1,206 | $424K |
| Facet Wealth, Inc. | 0.01% | Add +58.9% | 1,155 | $422K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,147 | $419K |
| CWA Asset Management Group, LLC | 0.01% | Add +5.3% | 1,143 | $418K |
| Smith, Moore & Co. | 0.03% | Reduce -1.0% | 1,139 | $417K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -9.8% | 1,129 | $413K |
| Fonville Wealth Management LLC | 0.07% | Add +1.4% | 1,121 | $410K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -2.3% | 1,118 | $409K |
| Integral Investment Advisors, Inc. | 0.09% | Reduce -1.5% | 1,118 | $409K |
| Synergy Investment Management, LLC | 0.10% | Add +77.4% | 1,164 | $408K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.5% | 1,115 | $408K |
| LaFleur & Godfrey LLC | 0.05% | Add +5.2% | 1,106 | $404K |
| Farmers National Bank | 0.08% | Reduce -1.9% | 1,106 | $404K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.1% | 1,102 | $403K |
| Invictus Private Wealth, LLC | 0.02% | Add +0.1% | 1,099 | $402K |
| Passive Capital Management, LLC. | 0.13% | Reduce -18.9% | 1,330 | $402K |
| ARK & TLK Investments, LLC | 0.10% | No change | 1,098 | $402K |
| Fisher Asset Management | 0.00% | New | 1,097 | $401K |
| Graney & King, LLC | 0.14% | No change | 1,091 | $399K |
| IPG Investment Advisors LLC | 0.06% | Reduce -54.3% | 1,091 | $399K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 1,089 | $398K |
| Axim Planning & Wealth | 0.56% | Add +3.7% | 1,084 | $397K |
| Deutsche Bank AG | 0.00% | No change | 1,083 | $396K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -0.7% | 1,078 | $394K |
| Financial Perspectives, Inc | 0.10% | Add +0.1% | 1,076 | $393K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 1,072 | $392K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -5.9% | 1,067 | $390K |
| Advisory Advocates, LLC | 0.33% | No change | 1,061 | $388K |
| Spire Wealth Management | 0.01% | Add +2.1% | 1,047 | $383K |
| Headinvest, LLC | 0.07% | Add +10.6% | 1,046 | $383K |
| PUREfi Wealth, LLC | 0.21% | No change | 1,040 | $380K |
| M3 Advisory Group, LLC | 0.20% | New | 1,029 | $376K |
| Merited Wealth, LLC | 0.26% | Reduce -5.0% | 1,018 | $372K |
| Roble, Belko & Company, Inc | 0.04% | No change | 1,017 | $372K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +17.5% | 1,016 | $372K |
| CDM Financial Counseling Services, Inc. | 0.32% | No change | 1,004 | $368K |
| Net Worth Advisory Group | 0.09% | Reduce -65.8% | 1,005 | $367K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,000 | $366K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -3.4% | 1,000 | $366K |
| Gilbert & Cook, Inc. | 0.04% | No change | 999 | $365K |
| Prospect Financial Services LLC | 0.18% | No change | 996 | $364K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 996 | $364K |
| Copia Wealth Management | 0.22% | No change | 987 | $361K |
| Vanguard National Trust Co | 0.02% | Reduce -0.7% | 987 | $361K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +1.6% | 985 | $360K |
| Register Financial Advisors LLC | 0.11% | Add +143.0% | 977 | $357K |
| Chapin Davis, Inc. | 0.06% | No change | 970 | $355K |
| Bluespring Wealth Management, LLC | 0.01% | New | 970 | $355K |
| Align Financial, LLC | 0.17% | No change | 956 | $350K |
| Scott Capital Advisors, LLC | 0.05% | New | 952 | $348K |
| Belvedere Trading LLC | 0.03% | New | 951 | $348K |
| Sutton Place Investors LLC | 0.17% | No change | 949 | $347K |
| Apollon Financial, LLC | 0.04% | No change | 944 | $345K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +5.9% | 935 | $342K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -39.0% | 935 | $342K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 933 | $341K |
| Wrapmanager Inc. | 0.11% | Reduce -0.2% | 928 | $339K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -0.4% | 926 | $339K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.4% | 914 | $334K |
| Bogart Wealth, LLC | 0.01% | Reduce -3.2% | 913 | $334K |
| Wealthedge Investment Advisors, LLC | 0.11% | Reduce -54.3% | 912 | $334K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.2% | 912 | $333K |
| Innovative Wealth Building LLC | 0.19% | Add +1.9% | 908 | $332K |
| BNP Paribas Financial Markets | 0.00% | Add +17.2% | 905 | $331K |
| First Pacific Financial | 0.04% | Add +0.1% | 900 | $329K |
| Compass Capital Corp. /Ma/ | 0.11% | Reduce -17.1% | 905 | $329K |
| Ti-Trust, Inc. | 0.18% | No change | 899 | $329K |
| Sepio Capital, LP | 0.02% | Reduce -3.8% | 897 | $328K |
| WealthTrak Capital Management LLC | 0.21% | Reduce -1.3% | 887 | $324K |
| Macroview Investment Management LLC | 0.20% | Reduce -2.5% | 882 | $322K |
| Lynx Investment Advisory | 0.10% | New | 862 | $315K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 856 | $313K |
| Richmond Investment Services, LLC | 0.10% | Reduce -60.2% | 854 | $312K |
| Kropog Financial Group, LLC | 0.22% | Reduce -1.3% | 854 | $312K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.7% | 853 | $312K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -18.3% | 862 | $311K |
| LWM Advisors Inc. | 0.27% | Reduce -9.7% | 851 | $311K |
| Norden Group LLC | 0.03% | No change | 848 | $310K |
| Parsons Capital Management Inc. | 0.01% | No change | 842 | $308K |
| Destination Wealth Management | 0.01% | Reduce -4.9% | 841 | $308K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -31.9% | 840 | $307K |
| Fortitude Family Office, LLC | 0.06% | No change | 840 | $307K |
| Cypress Financial Planning LLC | 0.07% | New | 836 | $306K |
| Wealthquest Corp | 0.02% | Add +12.7% | 834 | $305K |
| Rossmore Private Capital | 0.02% | No change | 833 | $305K |
| Argent Advisors, Inc. | 0.08% | No change | 830 | $304K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -1.4% | 829 | $303K |
| Advocate Group LLC | 0.05% | New | 829 | $303K |
| TFC Financial Management, Inc. | 0.03% | Add +8.1% | 828 | $303K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.1% | 826 | $302K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -0.1% | 826 | $302K |
| Asset Allocation Strategies LLC | 0.05% | Add +24.2% | 826 | $302K |
| Western Reserve Capital Management, LLC | 0.22% | Add +0.5% | 824 | $301K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +24.3% | 823 | $301K |
| Brian Low Financial Group, LLC | 0.18% | Reduce -2.8% | 822 | $301K |
| Private Trust Co. NA | 0.02% | Add +1.9% | 819 | $299K |
| HM Payson & Co. | 0.00% | Reduce -62.4% | 813 | $297K |
| American Money Management, LLC | 0.04% | Reduce -26.6% | 811 | $297K |
| Gemmer Asset Management LLC | 0.02% | No change | 810 | $296K |
| Horizon Investment Services, LLC | 0.08% | No change | 808 | $295K |
| Horizon Financial Services, LLC | 0.11% | Add +41.8% | 807 | $295K |
| Capital Analysts, LLC | 0.01% | Add +5.8% | 801 | $294K |
| Neuberger Berman Group LLC | 0.00% | No change | 802 | $293K |
| Hurley Capital, LLC | 0.15% | Add +0.1% | 799 | $292K |
| G2 Capital Management, LLC / Oh | 0.06% | No change | 791 | $289K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -8.7% | 787 | $288K |
| Modern Wealth Management, LLC | 0.00% | New | 785 | $287K |
| Philadelphia Trust Co. | 0.02% | No change | 783 | $286K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 781 | $286K |
| Quadrant Capital Group LLC | 0.01% | Reduce -43.5% | 779 | $285K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.8% | 778 | $285K |
| North Star Investment Management Corp. | 0.02% | No change | 775 | $283K |
| Rollins Financial Advisors, LLC | 0.04% | New | 773 | $283K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.1% | 773 | $283K |
| WPG Advisers, LLC | 0.17% | Reduce -0.3% | 770 | $282K |
| Lexington Hill Partners, LLC | 0.14% | No change | 767 | $281K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -0.3% | 762 | $279K |
| Traynor Capital Management, Inc. | 0.01% | New | 762 | $278K |
| Beaumont Asset Management, L.L.C. | 0.11% | New | 761 | $278K |
| Dynamic Financial Group | 0.21% | No change | 758 | $277K |
| JMG Financial Group, Ltd. | 0.01% | No change | 758 | $277K |
| Tectonic Advisors LLC | 0.01% | Reduce -4.3% | 754 | $276K |
| REDW Wealth LLC | 0.10% | No change | 752 | $275K |
| Cove Private Wealth, LLC | 0.05% | No change | 750 | $274K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.8% | 750 | $274K |
| Foster Group, Inc. | 0.01% | Reduce -13.1% | 746 | $273K |
| Investment Research & Advisory Group, Inc. | 0.08% | Add +0.1% | 742 | $271K |
| F/m Investments LLC | 0.01% | No change | 740 | $271K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -5.0% | 737 | $270K |
| Madison Wealth Partners, Inc | 0.03% | New | 736 | $269K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 785 | $268K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -5.4% | 731 | $267K |
| Vident Advisory, LLC | 0.00% | Reduce -33.0% | 729 | $267K |
| SFI Advisors, LLC | 0.23% | Reduce -2.3% | 728 | $266K |
| Alexander Labrunerie & Co., Inc. | 0.09% | Add +0.1% | 727 | $266K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 727 | $266K |
| KCM Investment Advisors LLC | 0.01% | No change | 725 | $265K |
| Forefront Wealth Partners, LLC | 0.08% | New | 718 | $263K |
| Madison Park Capital Advisors, LLC | 0.19% | Add +1694.9% | 14,000 | $262K |
| Atlas Brown,Inc. | 0.07% | No change | 715 | $261K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 715 | $261K |
| Cibc World Market Inc. | 0.00% | New | 713 | $261K |
| Ellenbecker Investment Group | 0.03% | New | 705 | $258K |
| Keyvantage Wealth, LLC | 0.10% | Reduce -55.0% | 706 | $258K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +5.1% | 705 | $258K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.6% | 696 | $254K |
| Smith Salley Wealth Management | 0.01% | Reduce -3.5% | 695 | $254K |
| TPG Financial Advisors, LLC | 0.08% | Reduce -2.3% | 694 | $254K |
| Investment Advisory Group, LLC | 0.06% | No change | 694 | $254K |
| Heritage Trust Co | 0.02% | New | 691 | $253K |
| Fairscale Capital, LLC | 0.15% | Add +18.6% | 689 | $252K |
| Beacon Financial Group | 0.02% | Add +0.1% | 689 | $252K |
| Callan Family Office, LLC | 0.00% | Reduce -53.6% | 687 | $251K |
| Blackston Financial Advisory Group, LLC | 0.14% | No change | 684 | $250K |
| Ameriflex Group, Inc. | 0.10% | Add +24.4% | 683 | $250K |
| Sageworth Trust Co | 0.01% | No change | 682 | $249K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -1.0% | 677 | $249K |
| Western Financial Corp | 0.07% | No change | 675 | $247K |
| One Capital Management, LLC | 0.01% | No change | 817 | $247K |
| Capstone Wealth Management Group, LLC | 0.09% | No change | 673 | $246K |
| 1776 Wealth LLC | 0.09% | No change | 672 | $246K |
| Obermeyer Wealth Partners | 0.01% | No change | 672 | $246K |
| Burling Wealth Partners, LLC | 0.04% | No change | 670 | $245K |
| Keel Point, LLC | 0.01% | New | 665 | $243K |
| Veratis Advisors, Inc. | 0.17% | — | 662 | $242K |
| Birchwood Financial Partners, Inc. | 0.20% | Add +0.1% | 659 | $241K |
| Inman Jager Wealth Management, LLC | 0.13% | New | 658 | $241K |
| Fell Capital Management | 0.20% | New | 657 | $240K |
| Keating Financial Advisory Services, Inc. | 0.03% | No change | 657 | $240K |
| Carr Financial Group Corp | 0.06% | New | 656 | $240K |
| Sage Financial Management Group, Inc. | 0.07% | New | 656 | $240K |
| Hancock Whitney Corp. | 0.00% | No change | 655 | $240K |
| Flputnam Investment Management Co. | 0.00% | New | 654 | $239K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 654 | $239K |
| Stenger Family Office, LLC | 0.04% | Add +0.3% | 2,308 | $238K |
| Holos Integrated Wealth LLC | 0.11% | No change | 673 | $238K |
| PW Advisors, LLC \ FL | 0.16% | New | 651 | $238K |
| Midwest Financial Group LLC | 0.08% | New | 651 | $238K |
| Waters Parkerson & Co., LLC | 0.01% | New | 650 | $238K |
| Entrust Financial LLC | 0.15% | No change | 650 | $238K |
| Huntleigh Advisors, Inc. | 0.03% | New | 650 | $238K |
| Gradient Investments LLC | 0.00% | New | 650 | $238K |
| ORBA Wealth Advisors, L.L.C. | 0.20% | New | 649 | $237K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 649 | $237K |
| Root Financial Partners, LLC | 0.01% | Reduce -20.3% | 646 | $236K |
| Jim Saulnier & Associates, LLC | 0.09% | New | 645 | $236K |
| Samalin Investment Counsel, LLC | 0.08% | New | 644 | $235K |
| Archer Investment Management, LLC | 0.08% | New | 641 | $234K |
| Channel Wealth LLC | 0.05% | Reduce -4.3% | 639 | $234K |
| Five Pine Wealth Management | 0.13% | Reduce -11.6% | 638 | $233K |
| FDx Advisors, Inc. | 0.07% | New | 636 | $233K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 636 | $233K |
| Sjbenen Advisory, LLC | 0.14% | New | 650 | $232K |
| Planning Center, Inc. | 0.02% | New | 632 | $231K |
| Soltis Investment Advisors LLC | 0.01% | New | 631 | $231K |
| Dupree Financial Group, LLC | 0.09% | New | 627 | $229K |
| Magnolia Private Wealth, LLC | 0.13% | New | 626 | $229K |
| Sierra Ocean, LLC | 0.16% | New | 625 | $229K |
| Mosaic Financial Group, LLC | 0.15% | New | 625 | $228K |
| Certuity, LLC | 0.01% | New | 623 | $228K |
| Adamsbrown Wealth Consultants LLC | 0.04% | New | 622 | $227K |
| Kathmere Capital Management, LLC | 0.01% | New | 616 | $225K |
| Wealth Effects LLC | 0.06% | New | 614 | $225K |
| Sfmg, LLC | 0.01% | New | 614 | $225K |
| Vantage Point Financial LLC | 0.07% | New | 613 | $224K |
| Clear Wave Wealth Management LLC | 0.05% | New | 612 | $224K |
| Triton Financial Group Inc | 0.13% | New | 611 | $223K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -15.0% | 611 | $223K |
| Nilsine Partners, LLC | 0.02% | No change | 610 | $223K |
| PACK Private Wealth, LLC | 0.09% | New | 600 | $219K |
| Mill Capital Management, LLC | 0.01% | New | 600 | $219K |
| Tme Financial, Inc. | 0.14% | New | 599 | $219K |
| Crumly & Associates Inc. | 0.04% | New | 587 | $215K |
| Alaska Wealth Advisors, LLC | 0.02% | New | 586 | $214K |
| Legacy Capital Wealth Partners, LLC | 0.04% | Reduce -68.6% | 585 | $214K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 581 | $213K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 582 | $213K |
| Timbuktu Capital Management, LLC | 0.32% | — | 580 | $212K |
| West Michigan Advisors, LLC | 0.04% | New | 578 | $211K |
| Retirement Solution LLC | 0.04% | New | 575 | $210K |
| Dearborn Partners LLC | 0.01% | New | 571 | $209K |
| Staley Capital Advisers Inc. | 0.01% | New | 570 | $208K |
| Ark Wealth Advisors LLC | 0.18% | New | 567 | $207K |
| SageView Advisory Group, LLC | 0.01% | New | 566 | $207K |
| Advisors Capital Management, LLC | 0.00% | New | 565 | $207K |
| Arcadia Investment Advisors LLC | 0.09% | Reduce -13.8% | 564 | $206K |
| Ipsen Advisor Group LLC | 0.13% | New | 563 | $206K |
| Forum Financial Management, LP | 0.00% | New | 563 | $206K |
| Riverbridge Partners LLC | 0.01% | New | 560 | $205K |
| Means Investment Co., Inc. | 0.02% | New | 559 | $204K |
| Legacy Capital Wealth Management, LLC | 0.09% | New | 557 | $204K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 557 | $203K |
| Kiley Juergens Wealth Management, LLC | 0.03% | New | 555 | $203K |
| Eagle Global Advisors LLC | 0.01% | New | 555 | $203K |
| Fortune Financial Group, Inc. | 0.16% | New | 552 | $202K |
| Trust Co. of Vermont | 0.01% | — | 550 | $201K |
| American State Bank (Iowa) | 0.08% | New | 550 | $201K |
| SCS Capital Management LLC | 0.00% | New | 549 | $201K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +1.5% | 547 | $200K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 545 | $199K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 542 | $198K |
| Rothschild Investment LLC | 0.01% | Add +40.0% | 525 | $192K |
| Colonial Trust Co / SC | 0.02% | No change | 515 | $186K |
| Colony Family Offices, LLC | 0.04% | No change | 503 | $184K |
| Legacy Bridge, LLC | 0.06% | No change | 502 | $184K |
| Napier Financial, LLC | 0.04% | No change | 492 | $180K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +0.6% | 485 | $177K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.23% | No change | 462 | $169K |
| Crews Bank & Trust | 0.02% | No change | 458 | $167K |
| Lazard Asset Management LLC | 0.00% | No change | 448 | $164K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +7.8% | 443 | $162K |
| Cornerstone Financial Management LLC | 0.13% | No change | 435 | $159K |
| Miller Capital Partners, Inc. | 0.06% | No change | 432 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -43.6% | 430 | $157K |
| Global Trust Asset Management, LLC | 0.05% | No change | 428 | $157K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 427 | $156K |
| Independence Bank of Kentucky | 0.02% | Reduce -7.8% | 412 | $151K |
| Tucker Asset Management LLC | 0.04% | No change | 411 | $150K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 406 | $148K |
| Piscataqua Savings Bank | 0.10% | No change | 400 | $146K |
| Trust Co. of Toledo NA | 0.01% | No change | 400 | $146K |
| PlanVest Financial, Inc | 0.10% | Add +8.7% | 399 | $146K |
| Milestone Investment Advisors LLC | 0.03% | No change | 388 | $142K |
| Millstone Evans Group, LLC | 0.08% | No change | 385 | $141K |
| Orion Capital Management LLC | 0.04% | No change | 379 | $139K |
| Old Second National Bank of Aurora | 0.03% | No change | 369 | $135K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -3.0% | 360 | $132K |
| Leo H. Evart, Inc. | 0.10% | Reduce -2.7% | 358 | $131K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.3% | 357 | $130K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 355 | $130K |
| Financial Management Professionals, Inc. | 0.01% | New | 349 | $128K |
| Godsey & Gibb, Inc. | 0.01% | No change | 345 | $126K |
| Ancora Advisors LLC | 0.00% | No change | 342 | $125K |
| JNBA Financial Advisors | 0.01% | Reduce -7.5% | 335 | $123K |
| Owl Creek Wealth Partners LLC | 0.03% | No change | 326 | $119K |
| Atwood & Palmer Inc. | 0.01% | No change | 322 | $118K |
| Compass Financial Management LLC | 0.01% | — | 322 | $115K |
| Alerus Financial NA | 0.01% | No change | 311 | $114K |
| Truvestments Capital LLC | 0.02% | Reduce -0.3% | 300 | $110K |
| Proffitt & Goodson Inc. | 0.01% | No change | 298 | $109K |
| Bullock Wealth Management Group | 0.05% | No change | 292 | $106K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -9.4% | 289 | $106K |
| Chapman Financial Group, LLC | 0.07% | No change | 283 | $103K |
| Logan Capital Management Inc. | 0.00% | — | 279 | $102K |
| Concord Wealth Partners | 0.01% | New | 278 | $102K |
| GAMMA Investing LLC | 0.00% | Add +86.5% | 276 | $101K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 275 | $101K |
| Hanson & Doremus Investment Management | 0.01% | No change | 270 | $99K |
| Addison Advisors LLC | 0.04% | No change | 255 | $93K |
| Horizon Bancorp Inc. | 0.04% | No change | 254 | $93K |
| West Financial Advisors, LLC | 0.01% | No change | 254 | $93K |
| Wagner Wealth Management, LLC | 0.02% | No change | 251 | $92K |
| IAG Wealth Partners, LLC | 0.01% | No change | 247 | $90K |
| Highland Investment Advisors LLC | 0.04% | — | 238 | $87K |
| Montag A & Associates Inc. | 0.00% | No change | 233 | $85K |
| Valued Wealth Advisors LLC | 0.03% | Add +2.7% | 231 | $85K |
| National Bank of Canada | 0.00% | No change | 230 | $84K |
| Dunhill Financial, LLC | 0.02% | Reduce -36.4% | 224 | $82K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 232 | $82K |
| Vestor Capital, LLC | 0.01% | Add +555.1% | 1,081 | $82K |
| NBH Bank | 0.03% | — | 223 | $82K |
| Fairman Group, LLC | 0.06% | No change | 218 | $80K |
| Pittenger & Anderson Inc. | 0.00% | No change | 217 | $79K |
| Archer Investment Corp | 0.02% | Add +69.3% | 215 | $79K |
| Lanark Financial, Inc. | 0.01% | No change | 214 | $78K |
| Phillips Financial Management, LLC | 0.01% | No change | 214 | $78K |
| Signature Equity Partners, LLC | 0.04% | No change | 211 | $77K |
| City State Bank | 0.02% | No change | 210 | $77K |
| WealthShield Partners, LLC | 0.01% | Reduce -92.3% | 207 | $76K |
| Bellevue Asset Management, LLC | 0.03% | No change | 205 | $75K |
| Cape Investment Advisory, Inc. | 0.02% | New | 203 | $74K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 200 | $73K |
| Congress Asset Management Co. | 0.00% | Reduce -52.1% | 72,700 | $73K |
| Abound Wealth Management | 0.01% | No change | 192 | $70K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 183 | $67K |
| SouthState Bank Corp | 0.00% | No change | 182 | $67K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 180 | $65K |
| Bangor Savings Bank | 0.00% | Reduce -2.8% | 177 | $65K |
| EPG Wealth Management LLC | 0.02% | No change | 176 | $64K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 174 | $64K |
| Gill Capital Partners, LLC | 0.02% | Reduce -14.5% | 171 | $62K |
| Beacon Financial Strategies CORP | 0.03% | New | 170 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -22.2% | 168 | $61K |
| Oakmont Advisory Group, LLC | 0.05% | New | 163 | $60K |
| Comprehensive Financial Planning, Inc. | 0.03% | New | 151 | $55K |
| Operose Advisors LLC | 0.01% | No change | 151 | $55K |
| Breakwater Investment Management | 0.02% | Reduce -18.8% | 143 | $52K |
| Matrix Private Capital Group LLC | 0.02% | Reduce -2.7% | 142 | $52K |
| NBT Bank, N.A. | 0.00% | Reduce -64.1% | 139 | $51K |
| Midway Capital Research & Management | 0.04% | No change | 138 | $50K |
| MV Capital Management, Inc. | 0.00% | No change | 136 | $50K |
| Sherman Asset Management, Inc. | 0.04% | No change | 130 | $48K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 130 | $48K |
| Webster Bank, N. A. | 0.00% | Add +52.9% | 130 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 156 | $47K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 127 | $46K |
| Caitlin John, LLC | 0.03% | Add +65.8% | 126 | $46K |
| Grove Bank & Trust | 0.00% | No change | 126 | $46K |
| Eastern Bank | 0.00% | No change | 123 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -60.2% | 121 | $44K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 115 | $42K |
| Bollard Group LLC | 0.00% | No change | 112 | $41K |
| Westend Capital Management, LLC | 0.01% | New | 112 | $41K |
| Park Place Capital Corp | 0.01% | No change | 111 | $41K |
| LifeSteps Financial, Inc. | 0.02% | New | 109 | $40K |
| JDM Financial Group LLC | 0.01% | No change | 108 | $39K |
| Financial Gravity Companies, Inc. | 0.01% | — | 106 | $39K |
| Mosley Wealth Management | 0.01% | Reduce -83.4% | 105 | $38K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 104 | $38K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 102 | $37K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 99 | $36K |
| Davis Capital Management | 0.02% | No change | 96 | $35K |
| IMG Wealth Management, Inc. | 0.02% | No change | 95 | $35K |
| Johnson Financial Group, Inc. | 0.00% | No change | 89 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 88 | $32K |
| Cardinal Strategic Wealth Guidance | 0.01% | Reduce -30.3% | 83 | $30K |
| Nemes Rush Group LLC | 0.00% | No change | 81 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | New | 80 | $29K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 80 | $29K |
| First Bancorp, Inc | 0.01% | New | 77 | $28K |
| Country Trust Bank | 0.00% | No change | 76 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | Add +60.9% | 74 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 73 | $27K |
| Providence Capital Advisors, LLC | 0.00% | No change | 72 | $26K |
| Tompkins Financial Corp. | 0.00% | No change | 70 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -8.1% | 68 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 66 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +106.5% | 64 | $23K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 62 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 62 | $23K |
| Vima LLC | 0.02% | — | 60 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 60 | $22K |
| Manning & Napier Advisors LLC | 0.00% | No change | 60 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 58 | $21K |
| Delos Wealth Advisors, LLC | 0.01% | Add +46.0% | 54 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 50 | $18K |
| South Plains Financial, Inc. | 0.01% | No change | 49 | $18K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $18K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 47 | $17K |
| Costello Asset Management, INC | 0.01% | No change | 46 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $16K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 45 | $16K |
| JPL Wealth Management, LLC | 0.00% | No change | 43 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 41 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 40 | $15K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 40 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 40 | $15K |
| SHP Wealth Management | 0.00% | Reduce -14.9% | 40 | $15K |
| Albion Financial Group | 0.00% | No change | 40 | $15K |
| Main Street Group, LTD | 0.00% | No change | 39 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 38 | $14K |
| Kentucky Trust Co | 0.01% | Add +350.0% | 36 | $13K |
| Triumph Capital Management | 0.00% | No change | 36 | $13K |
| West Paces Advisors Inc. | 0.00% | No change | 36 | $13K |
| Kingdom Financial Group LLC. | 0.00% | New | 35 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 35 | $13K |
| Financial Life Planners | 0.01% | No change | 32 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +20.0% | 30 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 30 | $11K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +3.7% | 28 | $10K |
| Buck Wealth Strategies, LLC | 0.00% | New | 27 | $10K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 24 | $9K |
| First Community Trust NA | 0.00% | No change | 24 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 24 | $9K |
| Wells Financial Advisors INC | 0.08% | Reduce -88.4% | 23 | $8K |
| Harborfront Financial Group LLC | 0.03% | — | 23 | $8K |
| Darwin Wealth Management, LLC | 0.00% | No change | 22 | $8K |
| Brooklyn FI, LLC | 0.00% | New | 22 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 20 | $7K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 20 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 19 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 19 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -22.7% | 17 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 16 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 16 | $6K |
| GoalVest Advisory LLC | 0.00% | New | 13 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 13 | $5K |
| Security National Bank | 0.00% | No change | 13 | $5K |
| United Financial Planning Group LLC | 0.00% | No change | 12 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 14 | $4K |
| Hager Investment Management Services, LLC | 0.00% | No change | 11 | $4K |
| Horizon Investments, LLC | 0.00% | Reduce -84.3% | 11 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 10 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $3K |
| Kings Path Partners LLC | 0.00% | New | 9 | $3K |
| one8zero8, LLC | 0.00% | No change | 8 | $3K |
| MidFirst Bank | 0.00% | No change | 8 | $3K |
| Friedenthal Financial | 0.00% | No change | 7 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 7 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 6 | $2K |
| Networth Advisors, LLC | 0.00% | New | 5 | $2K |
| CDKV Holdings LLC | 0.00% | No change | 5 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -16.7% | 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% | No change | 4 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 4 | $1K |
| Walsh & Associates, LLC | 0.00% | No change | 2 | $731 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.0% | 2 | $731 |
| Spurstone Advisory Services, LLC | 0.01% | Add +100.0% | 2 | $725 |
"% 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.