Avantis US Small Cap ValueAVUVETF
13F holders, Q4 2024 (December 31)804holders +97
62new positions
18sold out
3famous investors
$96.50avg. 13F price*
At the end of Q4 2024, 804 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 97 from Q3 2024. 62 opened new positions and 18 sold out. The largest holders were Creative Planning ($771.4M), LPL Financial LLC ($400.0M) and Merriman Wealth Management, LLC ($339.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $157.5M |
| Exits | 18 | $27.9M |
All 13F filers, Q3 2024 → Q4 2024: 10,041,530 shares bought and 1,686,039 shares sold, net +8,355,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 804 holders
| Creative Planning | 0.75% | Add +29.2% | 7,991,514 | $771.4M |
| LPL Financial LLC | 0.16% | Add +7.3% | 4,143,976 | $400.0M |
| Merriman Wealth Management, LLC | 14.15% | Reduce -2.1% | 3,520,278 | $339.8M |
| Morgan Stanley | 0.02% | Add +9.7% | 3,463,863 | $334.4M |
| Mason Investment Advisory Services, Inc. | 15.25% | Reduce -0.7% | 2,694,865 | $260.1M |
| Truepoint, Inc. | 5.89% | Add +1.5% | 2,281,447 | $220.2M |
| CHURCHILL MANAGEMENT Corp | 2.38% | Add +1.6% | 2,262,344 | $218.4M |
| Bank of America Corp. | 0.02% | Add +17.1% | 2,019,873 | $195.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.5% | 1,816,723 | $175.4M |
| Focus Partners Wealth | 0.44% | Add +1.6% | 1,770,447 | $170.9M |
| Ameriprise Financial Inc. | 0.04% | Add +19.6% | 1,534,021 | $148.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +11.9% | 1,406,084 | $135.7M |
| UBS Group AG | 0.03% | Add +21.3% | 1,378,752 | $133.1M |
| Wells Fargo & Company | 0.03% | Add +10.4% | 1,208,917 | $116.7M |
| Osaic Holdings, Inc. | 0.25% | Reduce -1.1% | 1,180,460 | $112.7M |
| Focus Partners Advisor Solutions, LLC | 1.88% | Add +42.4% | 1,155,398 | $111.5M |
| Raymond James Financial Inc. | 0.04% | — | 1,134,550 | $109.5M |
| Unison Advisors LLC | 12.03% | Reduce -0.9% | 1,046,504 | $101.0M |
| HighTower Advisors, LLC | 0.14% | Add +8.2% | 1,038,951 | $100.3M |
| Empowered Funds, LLC | 1.41% | Add +3.2% | 1,000,486 | $96.6M |
| CCM Investment Group, LLC | 10.46% | — | 997,536 | $95.9M |
| Evensky & Katz LLC | 6.21% | Add +0.6% | 983,098 | $94.9M |
| Waverly Advisors, LLC | 1.45% | Add +10.7% | 973,523 | $94.0M |
| Prime Capital Investment Advisors, LLC | 1.34% | Reduce -1.3% | 956,543 | $92.3M |
| Commonwealth Equity Services, LLC | 0.13% | Add +6.0% | 953,296 | $92.0M |
| Avantax Planning Partners, Inc. | 2.99% | Add +1.4% | 860,368 | $83.1M |
| Royal Bank of Canada | 0.02% | Add +15.1% | 852,250 | $82.3M |
| Plancorp, LLC | 3.33% | Add +0.4% | 840,968 | $81.2M |
| TCI Wealth Advisors, Inc. | 6.47% | Add +0.6% | 802,656 | $77.5M |
| Carlson Capital Management | 3.29% | Add +0.8% | 781,089 | $75.4M |
| WMS Partners, LLC | 3.98% | Add +0.9% | 736,369 | $71.1M |
| Alesco Advisors, LLC, An ESL Co | 2.17% | Add +0.0% | 715,088 | $69.0M |
| Oxford Financial Group, LTD. LLC | 4.33% | Reduce -3.2% | 693,135 | $66.9M |
| American Century Companies Inc. | 0.04% | Add +5.0% | 692,976 | $66.9M |
| Parcion Private Wealth LLC | 5.05% | Add +0.0% | 684,532 | $66.1M |
| Hill Investment Group Partners, LLC | 8.82% | Add +1.8% | 682,210 | $65.9M |
| Satovsky Asset Management LLC | 13.58% | Reduce -1.2% | 614,536 | $59.3M |
| Foster Group, Inc. | 2.24% | Reduce -2.9% | 607,086 | $58.6M |
| Moisand Fitzgerald Tamayo, LLC | 7.66% | Reduce -0.8% | 561,269 | $54.2M |
| NorthCoast Asset Management LLC | 0.26% | Add +2.5% | 555,078 | $53.6M |
| Beaird Harris Wealth Management, LLC | 4.56% | Add +6.2% | 547,456 | $52.8M |
| Comerica Bank | 0.21% | Reduce -1.6% | 540,646 | $52.2M |
| Traphagen Investment Advisors LLC | 5.18% | Add +1.5% | 527,832 | $51.0M |
| TruWealth Advisors, LLC | 3.05% | Add +26.9% | 524,558 | $50.6M |
| PDS Planning, Inc | 4.50% | Add +2.9% | 524,299 | $50.6M |
| Marquette Asset Management, LLC | 7.52% | Reduce -0.0% | 477,637 | $46.1M |
| Meredith Wealth Planning | 20.23% | Add +2.8% | 470,222 | $45.4M |
| Werba Rubin Papier Wealth Management | 10.54% | Add +1.1% | 462,894 | $44.7M |
| Mariner, LLC | 0.07% | Add +18.9% | 457,213 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.6% | 420,860 | $40.6M |
| Burton Enright Welch | 8.17% | Reduce 0.0% | 402,989 | $38.9M |
| Krilogy Financial LLC | 2.53% | Add +1.6% | 393,467 | $38.0M |
| Correct Capital Wealth Management | 7.53% | Reduce -0.5% | 391,859 | $37.8M |
| Financial Partners Group, Inc | 5.26% | Add +2.4% | 373,174 | $36.0M |
| Corient Private Wealth LP | 0.06% | Reduce -32.2% | 400,485 | $35.9M |
| Private Advisor Group, LLC | 0.20% | Add +3.2% | 369,445 | $35.7M |
| Team Hewins, LLC | 13.49% | Add +5.0% | 357,418 | $34.5M |
| PrairieView Partners, LLC | 3.43% | Add +1.4% | 340,378 | $32.9M |
| Falcon Wealth Planning | 3.66% | Add +4.3% | 340,108 | $32.8M |
| Red Lighthouse Investment Management, LLC | 12.96% | Reduce -0.6% | 339,473 | $32.8M |
| Callan Capital, LLC | 2.22% | Add +3.5% | 314,531 | $30.4M |
| Quarry Hill Advisors, LLC | 19.86% | Add +1.1% | 305,733 | $29.5M |
| Brown University | 12.42% | No change | 301,800 | $29.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +18.0% | 301,046 | $29.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 25.10% | Reduce -3.6% | 294,142 | $28.4M |
| Acorn Financial Advisory Services Inc. | 4.61% | Add +4.0% | 289,468 | $27.9M |
| Orrstown Financial Services Inc. | 7.39% | Add +13.5% | 285,446 | $27.6M |
| Creative Capital Management Investments LLC | 11.31% | Add +0.0% | 280,134 | $27.0M |
| WMG Financial Advisors, LLC | 11.34% | Add +7.3% | 272,832 | $26.3M |
| Glenview Trust Co | 0.49% | Add +8.7% | 271,199 | $26.2M |
| Eagle Wealth Strategies LLC | 18.67% | Reduce -0.3% | 267,034 | $25.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Add +12.4% | 265,788 | $25.7M |
| RVW Wealth, LLC | 2.34% | Reduce -1.9% | 259,919 | $25.1M |
| MAI Capital Management | 0.18% | Add +164.6% | 254,776 | $24.6M |
| JPMorgan Chase & Co. | 0.00% | Add +74.8% | 253,659 | $24.5M |
| Kestra Private Wealth Services, LLC | 0.41% | Add +22.8% | 251,648 | $24.3M |
| Kondo Wealth Advisors, Inc. | 11.53% | — | 235,326 | $22.7M |
| Family Investment Center, Inc. | 5.74% | Reduce -5.5% | 234,639 | $22.6M |
| Bluespring Wealth Management, LLC | 2.29% | Add +5.3% | 230,770 | $22.3M |
| N.E.W. Advisory Services LLC | 2.11% | Add +31.1% | 230,386 | $22.2M |
| Intelligence Driven Advisers, LLC | 4.15% | Reduce -27.9% | 228,355 | $22.0M |
| Atria Investments, Inc | 0.27% | Reduce -11.9% | 227,027 | $21.9M |
| Advisor OS, LLC | 2.52% | Add +2.6% | 225,427 | $21.8M |
| High Probability Advisors, LLC | 3.90% | Add +3.6% | 225,368 | $21.8M |
| Bare Financial Services, Inc | 8.72% | Add +7.9% | 224,627 | $21.7M |
| MJP Associates Inc. | 3.88% | Add +1.9% | 223,896 | $21.6M |
| Objectivity Squared, LLC | 14.61% | Add +1.6% | 222,052 | $21.0M |
| MB Generational Wealth, LLC | 15.41% | Reduce -0.4% | 217,613 | $21.0M |
| Wealth Architects, LLC | 2.35% | Add +6.1% | 215,887 | $20.8M |
| Tarbox Family Office, Inc. | 3.42% | Add +0.9% | 214,729 | $20.7M |
| Cetera Investment Advisers | 0.04% | Add +15.4% | 212,856 | $20.5M |
| Modern Wealth Management, LLC | 0.76% | New | 210,553 | $20.3M |
| Stephens Consulting, LLC | 5.04% | Add +4.4% | 208,041 | $20.1M |
| Valued Wealth Advisors LLC | 12.40% | Add +4.5% | 205,057 | $19.8M |
| Define Financial, LLC | 14.92% | — | 204,805 | $19.8M |
| Chicago Partners Investment Group LLC | 0.62% | Add +3.8% | 194,490 | $18.7M |
| MML Investors Services, LLC | 0.06% | Reduce -8.2% | 192,763 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -9.6% | 191,501 | $18.5M |
| Great Point Wealth Advisors, LLC | 4.04% | Add +2.3% | 191,198 | $18.5M |
| Apollon Wealth Management, LLC | 0.42% | Add +2.3% | 189,693 | $18.3M |
| Pathstone Holdings, LLC | 0.08% | Reduce -3.2% | 185,193 | $18.2M |
| Morton Brown Family Wealth, LLC | 6.35% | Add +6.5% | 188,875 | $18.2M |
| RW Investment Management LLC | 2.19% | Add +575.2% | 186,564 | $18.0M |
| Cwm, LLC | 0.07% | Reduce -10.3% | 185,691 | $17.9M |
| Paragon Advisors, LLC | 6.11% | Add +1.6% | 184,640 | $17.8M |
| Avior Wealth Management, LLC | 0.65% | Add +140209.2% | 183,805 | $17.7M |
| Mfa Wealth Advisors, LLC | 4.54% | Add +9.1% | 183,618 | $17.7M |
| Fifth Third Bancorp | 0.06% | Add +14.0% | 182,409 | $17.6M |
| Cowa, LLC | 8.58% | Add +8.2% | 182,053 | $17.6M |
| WJ Interests, LLC | 8.40% | Reduce -0.6% | 180,428 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Add +14.5% | 178,959 | $17.3M |
| JRM Investment Counsel, LLC | 6.39% | Add +9.8% | 177,449 | $17.1M |
| Oakwell Private Wealth Management, LLC | 4.80% | Add +11.0% | 177,332 | $17.1M |
| Symphony Financial, Ltd. Co. | 2.61% | Add +2.7% | 165,869 | $16.6M |
| Towneley Capital Management, Inc / DE | 3.93% | Add +10.6% | 171,289 | $16.5M |
| Allegiance Financial Group Advisory Services LLC | 5.33% | Add +5.3% | 170,584 | $16.5M |
| Flaharty Asset Management, LLC | 2.40% | Reduce -2.7% | 170,214 | $16.4M |
| Stock Yards Bank & Trust Co. | 0.56% | Add +17.1% | 169,812 | $16.4M |
| Avantax Advisory Services, Inc. | 0.10% | Add +4.8% | 167,784 | $16.2M |
| D'Orazio & Associates, Inc. | 2.36% | Add +0.2% | 165,619 | $16.0M |
| Flagstone Financial Management | 5.28% | Add +1.8% | 164,742 | $15.9M |
| Mraz, Amerine & Associates, Inc. | 2.83% | Add +2.5% | 164,503 | $15.9M |
| Highland Financial Advisors, LLC | 5.47% | Add +2.0% | 163,568 | $15.8M |
| CGC Financial Services, LLC | 6.19% | Add +3.1% | 160,847 | $15.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.91% | Add +2.7% | 159,193 | $15.4M |
| Gallagher Fiduciary Advisors, LLC | 3.00% | Reduce -15.0% | 158,817 | $15.3M |
| WCG Wealth Advisors LLC | 1.01% | Add +3.9% | 157,664 | $15.2M |
| Harbor Group, Inc. | 3.39% | Add +64.3% | 156,433 | $15.1M |
| Venturi Wealth Management, LLC | 0.74% | Add +4.6% | 155,556 | $15.0M |
| Betterment LLC | 0.04% | Add +2.0% | 154,444 | $14.9M |
| McMill Wealth Management | 6.03% | — | 154,332 | $14.9M |
| Arlington Financial Advisors, LLC | 2.95% | Add +2.9% | 153,495 | $14.8M |
| Bfsg, LLC | 1.73% | Add +4.8% | 153,258 | $14.8M |
| ABLE Financial Group, LLC | 4.36% | Add +36.9% | 153,073 | $14.8M |
| Wallington Asset Management, LLC | 2.11% | Add +1.0% | 151,114 | $14.6M |
| Pine Harbor Wealth Management, LLC | 5.83% | Add +53.9% | 149,945 | $14.5M |
| Collective Family Office LLC | 3.95% | Add +7.6% | 149,201 | $14.4M |
| Aprio Wealth Management, LLC | 2.09% | Add +10.3% | 148,214 | $14.3M |
| Opus Capital Group, LLC | 1.82% | Reduce -0.8% | 148,212 | $14.3M |
| Mercer Global Advisors Inc. | 0.03% | New | 147,892 | $14.3M |
| WESPAC Advisors SoCal, LLC | 3.17% | Reduce -12.6% | 145,179 | $14.0M |
| Stifel Financial Corp. | 0.01% | Reduce -10.6% | 144,810 | $14.0M |
| Allworth Financial LP | 0.08% | Reduce -59.2% | 139,802 | $14.0M |
| Northwest Wealth Management, LLC | 2.95% | Add +9.2% | 144,173 | $13.9M |
| Meritas Wealth Management, LLC | 8.35% | Add +16.0% | 143,740 | $13.9M |
| Sage Rhino Capital LLC | 3.01% | Reduce -3.8% | 143,021 | $13.8M |
| Hengehold Capital Management LLC | 1.29% | New | 141,992 | $13.7M |
| Aire Advisors, LLC | 2.82% | Add +3.3% | 141,674 | $13.7M |
| Financial Management Network Inc. | 2.84% | Add +17.4% | 140,584 | $13.7M |
| Rothschild Investment LLC | 0.89% | Add +15.7% | 140,050 | $13.5M |
| Means Investment Co., Inc. | 1.41% | Add +21.9% | 139,845 | $13.5M |
| Peak Asset Management, LLC | 2.48% | Add +2.6% | 139,033 | $13.4M |
| Fonville Wealth Management LLC | 4.36% | Add +12.6% | 136,647 | $13.2M |
| Cresset Asset Management, LLC | 0.06% | Reduce -22.0% | 136,368 | $13.2M |
| Greater Midwest Financial Group, LLC | 8.32% | New | 136,090 | $13.1M |
| Tower Wealth Partners, Inc. | 6.80% | Add +0.7% | 134,638 | $13.0M |
| Clarus Group, Inc. | 4.62% | Add +70.9% | 134,532 | $13.0M |
| B&D White Capital Company, LLC | 2.18% | Add +20.7% | 134,043 | $12.9M |
| Regatta Capital Group, LLC | 2.51% | Add +5.3% | 133,880 | $12.9M |
| OneDigital Investment Advisors LLC | 0.15% | Add +19.4% | 132,912 | $12.8M |
| NewEdge Advisors, LLC | 0.08% | Add +35.6% | 132,910 | $12.8M |
| Lifestyle Asset Management, Inc. | 6.98% | Reduce -8.2% | 132,625 | $12.8M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +8.7% | 131,991 | $12.7M |
| Compass Ion Advisors, LLC | 1.50% | Add +9.2% | 131,129 | $12.7M |
| SFG Wealth Management, LLC. | 6.55% | Add +6.6% | 129,269 | $12.5M |
| Strategic Planning Group, LLC | 2.26% | Add +19.7% | 127,289 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +17.8% | 126,832 | $12.2M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +10.2% | 125,728 | $12.1M |
| Drake & Associates, LLC | 3.45% | Add +5.7% | 124,700 | $12.1M |
| Bull Oak Capital, LLC | 6.65% | Add +0.1% | 123,834 | $12.0M |
| Stephens Inc. | 0.17% | Add +9.5% | 123,648 | $11.9M |
| Apeiron RIA LLC | 3.33% | Add +9.4% | 123,412 | $11.9M |
| Insight Wealth Strategies, LLC | 1.58% | Add +1.9% | 122,269 | $11.8M |
| Nottingham Advisors, Inc. | 1.47% | Reduce -6.7% | 119,748 | $11.6M |
| Nwam LLC | 0.71% | Add +3.2% | 119,700 | $11.6M |
| BetterWealth, LLC | 3.12% | New | 117,275 | $11.3M |
| HUB Investment Partners, LLC | 0.47% | Reduce -7.8% | 114,811 | $11.1M |
| Poinciana Advisors Group, LLC | 11.15% | — | 113,974 | $11.0M |
| Stokes Family Office, LLC | 1.17% | Reduce -0.6% | 113,713 | $11.0M |
| Kavar Capital Partners Group, LLC | 1.85% | Add +1.9% | 113,343 | $10.9M |
| REAP Financial Group, LLC | 2.71% | Reduce -0.5% | 113,239 | $10.9M |
| Brady Martz Wealth Solutions, LLC | 2.63% | — | 112,199 | $10.9M |
| Austin Asset Management Co Inc | 2.27% | Add +0.9% | 112,741 | $10.9M |
| Strategic Blueprint, LLC | 0.64% | Add +2.5% | 111,861 | $10.8M |
| Bison Wealth, LLC | 1.31% | — | 110,583 | $10.7M |
| Arq Wealth Advisors, LLC | 4.05% | Add +4.0% | 110,392 | $10.7M |
| Revolve Wealth Partners, LLC | 1.56% | Add +3.0% | 109,774 | $10.6M |
| Keb Asset Management, LLC | 3.04% | Add +107.7% | 109,326 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -4.5% | 109,105 | $10.5M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -4.5% | 109,105 | $10.5M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 108,944 | $10.5M |
| Advisory Services Network, LLC | 0.20% | Add +22.3% | 108,579 | $10.5M |
| Financial Advocates Investment Management | 0.60% | Add +4.3% | 108,191 | $10.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +11.9% | 107,990 | $10.4M |
| WealthCollab, LLC | 6.66% | Add +6.6% | 107,526 | $10.4M |
| Porter White Investment Advisors, Inc. | 5.23% | Add +1.2% | 106,799 | $10.3M |
| Hamilton Point Investment Advisors, LLC | 1.84% | Add +3.1% | 105,511 | $10.2M |
| Willow Creek Wealth Management Inc. | 1.04% | Add +1.7% | 105,207 | $10.2M |
| Park Avenue Securities LLC | 0.10% | Add +23.6% | 103,797 | $10.0M |
| &partners | 0.12% | Add +7.6% | 102,681 | $10.0M |
| Echo Wealth Management, LLC | 6.81% | Add +1.0% | 102,141 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -31.1% | 102,054 | $9.9M |
| Planned Solutions, Inc. | 3.97% | Add +39327.4% | 100,540 | $9.7M |
| Regimen Wealth, LLC | 3.15% | Reduce -4.6% | 99,991 | $9.7M |
| Quantum Financial Advisors, LLC | 1.47% | Add +0.5% | 99,743 | $9.6M |
| Carr Financial Group Corp | 3.01% | Add +57.0% | 99,113 | $9.6M |
| Jones Financial Companies LLLP | 0.01% | Add +54.5% | 98,817 | $9.5M |
| Silver Oak Securities, Incorporated | 0.88% | Add +4.7% | 98,978 | $9.5M |
| Opal Wealth Advisors, LLC | 2.81% | Add +1.3% | 96,909 | $9.4M |
| RFG Advisory, LLC | 0.26% | Reduce -3.9% | 95,748 | $9.2M |
| Financial Futures Ltd Liability Co. | 5.24% | Reduce -2.4% | 95,645 | $9.2M |
| Libra Wealth LLC | 3.59% | Add +17.0% | 95,642 | $9.2M |
| Cerro Pacific Wealth Advisors LLC | 3.03% | Reduce -11.9% | 95,496 | $9.2M |
| Venture Visionary Partners LLC | 0.39% | Add +20.1% | 94,693 | $9.1M |
| Convergence Financial, LLC | 1.82% | Add +16.3% | 94,430 | $9.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.69% | Reduce -3.5% | 94,076 | $9.1M |
| True Wealth Design, LLC | 3.51% | Reduce -1.7% | 93,821 | $9.1M |
| Midwest Financial Group LLC | 5.18% | Add +21.7% | 93,508 | $9.0M |
| Dakota Wealth Management | 0.21% | Reduce -1.4% | 93,402 | $9.0M |
| FAS Wealth Partners, Inc. | 0.76% | Add +0.9% | 93,370 | $9.0M |
| Symmetry Partners, LLC | 1.28% | Add +194.3% | 92,882 | $9.0M |
| Shotwell Rutter Baer Inc | 7.48% | Reduce -1.0% | 93,720 | $8.9M |
| Alliance Wealth Advisors, LLC | 5.03% | Add +3.2% | 90,968 | $8.8M |
| Centaurus Financial, Inc. | 0.52% | Reduce -0.5% | 88,756 | $8.6M |
| Three Cord True Wealth Management, LLC | 7.41% | — | 88,754 | $8.6M |
| Klaas Financial Asset Advisors, LLC | 1.49% | Reduce -0.3% | 87,488 | $8.4M |
| Private Wealth Management Group, LLC | 3.22% | Add +8.7% | 87,078 | $8.4M |
| Continuum Advisory, LLC | 1.08% | Add +1.3% | 87,059 | $8.4M |
| Sax Wealth Advisors, LLC | 0.66% | New | 87,026 | $8.4M |
| Ameritas Advisory Services, LLC | 0.29% | Add +10.2% | 87,012 | $8.4M |
| Ancora Advisors LLC | 0.19% | Add +15.6% | 86,570 | $8.4M |
| Yardley Wealth Management LLC | 4.06% | Add +21.4% | 86,619 | $8.4M |
| Pacific Life Fund Advisors LLC | 0.86% | New | 86,240 | $8.3M |
| Trace Wealth Advisors, LLC | 7.39% | — | 85,450 | $8.2M |
| Integrated Capital Management, LLC | 4.37% | Add +42.1% | 85,129 | $8.2M |
| Wedmont Private Capital | 0.42% | Add +12.8% | 84,992 | $8.0M |
| Proathlete Wealth Management LLC | 3.02% | Add +10.2% | 83,189 | $8.0M |
| BWM Planning, LLC | 3.48% | Add +12.5% | 82,780 | $8.0M |
| Atlanta Consulting Group Advisors, LLC | 2.93% | New | 82,354 | $7.9M |
| Family Wealth Partners, LLC | 3.77% | Add +20.2% | 82,104 | $7.9M |
| Aveo Capital Partners, LLC | 0.87% | Add +19.5% | 82,023 | $7.9M |
| Daymark Wealth Partners, LLC | 0.33% | New | 81,226 | $7.8M |
| USAdvisors Wealth Management, LLC | 2.54% | Add +77.6% | 80,995 | $7.8M |
| Greenwich Wealth Management LLC | 0.55% | Add +3.4% | 80,864 | $7.8M |
| Cooper Financial Group | 0.94% | Add +9.8% | 80,581 | $7.8M |
| Oak Wealth Advisors LLC | 5.97% | — | 80,452 | $7.8M |
| Journey Strategic Wealth LLC | 0.29% | Add +7.0% | 80,284 | $7.7M |
| Core Wealth Advisors, Inc. | 2.55% | Add +1.6% | 80,257 | $7.7M |
| Watts Gwilliam & Co., LLC | 1.63% | Reduce -4.0% | 79,731 | $7.7M |
| McIlrath & Eck, LLC | 0.96% | Add +28.6% | 78,392 | $7.6M |
| Visionary Horizons, LLC | 4.96% | Add +50.5% | 78,321 | $7.6M |
| Greenup Street Wealth Management LLC | 1.50% | Reduce -28.3% | 78,298 | $7.6M |
| Avaii Wealth Management, LLC | 3.71% | Add +22.9% | 78,190 | $7.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.86% | Add +4.2% | 78,097 | $7.5M |
| Certified Advisory Corp | 0.82% | Add +7.4% | 77,797 | $7.5M |
| IAM Advisory, LLC | 1.86% | Reduce -0.6% | 76,200 | $7.4M |
| Smith, Moore & Co. | 0.67% | Reduce -32.9% | 75,863 | $7.3M |
| Lutz Financial Services LLC | 0.59% | Add +15.6% | 75,703 | $7.3M |
| Diversify Wealth Management, LLC | 0.57% | Add +2.7% | 77,062 | $7.3M |
| SkyOak Wealth, LLC | 1.54% | Add +47.2% | 74,725 | $7.2M |
| Independent Advisor Alliance | 0.10% | Add +240.9% | 74,364 | $7.2M |
| Navalign, LLC | 2.09% | Add +1.3% | 73,802 | $7.1M |
| Herold Advisors, Inc. | 1.55% | Reduce -3.2% | 73,545 | $7.1M |
| Collaborative Wealth Managment Inc. | 3.21% | Add +2.8% | 73,185 | $7.1M |
| Bayshore Asset Management, LLC | 3.22% | Reduce -0.3% | 72,552 | $7.0M |
| PCG Wealth Advisors, LLC | 2.57% | Add +5.0% | 72,178 | $7.0M |
| Trilogy Capital Inc. | 0.36% | Add +1.9% | 72,128 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.7% | 71,417 | $6.9M |
| BSW Wealth Partners | 1.00% | Add +12.0% | 70,369 | $6.8M |
| Del-Sette Capital Management, LLC | 5.48% | Reduce -4.2% | 69,916 | $6.7M |
| Tortoise Investment Management, LLC | 0.71% | Add +1.7% | 69,724 | $6.7M |
| Perigon Wealth Management, LLC | 0.16% | Add +32.6% | 67,302 | $6.7M |
| Savant Capital, LLC | 0.05% | Add +9.0% | 68,733 | $6.6M |
| Integrity Wealth Solutions LLC | 3.70% | Add +0.1% | 68,512 | $6.6M |
| Tiaa Trust, National Association | 0.02% | Add +60.4% | 67,859 | $6.6M |
| Burk Holdings LLC | 5.29% | — | 67,716 | $6.5M |
| WR Wealth Planners, LLC | 2.09% | Add +4.4% | 67,423 | $6.5M |
| Blue Investment Partners LLC | 2.38% | Add +3.1% | 67,266 | $6.5M |
| NCM Capital Management, LLC | 2.92% | Add +3.3% | 67,247 | $6.5M |
| Merit Financial Group, LLC | 0.12% | Add +1.1% | 67,203 | $6.5M |
| Earned Wealth Advisors, LLC | 2.04% | Add +11.2% | 66,111 | $6.4M |
| Fortis Group Advisors, LLC | 1.19% | Add +1103.6% | 65,968 | $6.4M |
| Parkshore Wealth Management, Inc. | 3.79% | — | 65,315 | $6.3M |
| First National Bank Sioux Falls | 2.68% | Add +5.3% | 65,304 | $6.3M |
| Intergy Private Wealth, LLC | 2.33% | Add +2.3% | 64,593 | $6.2M |
| Mutual Advisors, LLC | 0.18% | Add +10.4% | 62,944 | $6.2M |
| RFG - Bristol Wealth Advisors, LLC | 2.02% | — | 63,903 | $6.2M |
| Citadel Advisors | 0.01% | Add +5114.5% | 63,565 | $6.1M |
| Elevate Wealth Advisory, Inc. | 4.59% | Add +0.7% | 64,333 | $6.1M |
| Longview Financial Advisors, Inc. | 4.81% | Add +16.6% | 63,282 | $6.1M |
| Arcadia Wealth Management, Inc. | 5.18% | — | 63,167 | $6.1M |
| Rainey & Randall Wealth Advisors Inc. | 1.20% | Add +22.4% | 62,886 | $6.1M |
| Per Stirling Capital Management, LLC. | 0.86% | Reduce -3.3% | 62,680 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +14.1% | 62,667 | $6.0M |
| Widmann Financial Services, Inc. | 4.62% | Add +3.4% | 61,882 | $6.0M |
| KPP Advisory Services LLC | 1.40% | Add +21.2% | 61,674 | $6.0M |
| Farther Finance Advisors, LLC | 0.21% | Add +13.3% | 61,241 | $5.9M |
| Aspire Capital Advisors LLC | 1.65% | Add +3.9% | 59,584 | $5.8M |
| White Pine Investment CO | 1.55% | Add +4.7% | 59,512 | $5.7M |
| Visionary Wealth Advisors | 0.34% | Reduce -1.0% | 59,340 | $5.7M |
| Gateway Wealth Partners, LLC | 1.47% | Add +85.8% | 58,956 | $5.7M |
| Midwest Heritage Bank, FSB | 2.63% | Add +0.9% | 58,694 | $5.7M |
| Relyea Zuckerberg Hanson LLC | 0.76% | Add +1681.0% | 58,665 | $5.7M |
| Capstone Wealth Management, LLC | 5.52% | — | 58,527 | $5.6M |
| Islay Capital Management, LLC | 3.94% | Add +2.1% | 58,347 | $5.6M |
| Higgins & Schmidt Wealth Strategies LLC | 3.47% | New | 57,648 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +7.5% | 57,293 | $5.5M |
| Dogwood Wealth Management LLC | 2.92% | Add +17.1% | 57,235 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +24.7% | 57,196 | $5.5M |
| ERn Financial, LLC | 0.82% | Add +1.0% | 56,750 | $5.5M |
| Golden Bell Financial Planning LLC | 5.49% | — | 56,538 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +59.9% | 56,204 | $5.4M |
| Foster & Motley Inc. | 0.35% | Add +5.7% | 56,139 | $5.4M |
| Passive Capital Management, LLC. | 1.88% | Add +0.4% | 55,294 | $5.3M |
| HMV Wealth Advisors, LLC | 5.34% | — | 55,285 | $5.3M |
| Global Strategic Investment Solutions, LLC | 0.62% | New | 55,016 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +5.6% | 54,634 | $5.3M |
| Stone Summit Wealth LLC | 1.76% | Reduce -13.1% | 54,271 | $5.2M |
| Running Point Capital Advisors, LLC | 1.79% | Add +19.6% | 54,020 | $5.2M |
| Ocean Park Asset Management, LLC | 0.18% | New | 53,721 | $5.2M |
| Castle Wealth Management LLC | 2.02% | Reduce -2.4% | 53,160 | $5.1M |
| Level Four Advisory Services, LLC | 0.21% | Add +0.7% | 52,878 | $5.1M |
| LexAurum Advisors, LLC | 1.02% | Add +5.7% | 52,804 | $5.1M |
| CVA Family Office, LLC | 0.80% | Add +14.7% | 52,651 | $5.1M |
| ProVise Management Group, LLC | 0.43% | Reduce -1.7% | 52,302 | $5.0M |
| Enzi Wealth | 1.92% | Add +4.2% | 50,500 | $5.0M |
| SC&H Financial Advisors, Inc. | 1.04% | Add +2.2% | 52,091 | $5.0M |
| CoreFirst Bank & Trust | 2.93% | Add +0.6% | 51,150 | $4.9M |
| Waterfront Wealth Inc. | 1.20% | Add +4.7% | 51,063 | $4.9M |
| Liberty One Investment Management, LLC | 0.53% | Reduce -3.2% | 51,049 | $4.9M |
| Sterneck Capital Management, LLC | 2.66% | Add +3.1% | 50,929 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +248.4% | 50,386 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +9.9% | 49,254 | $4.8M |
| Slagle Financial, LLC | 2.13% | Add +12.9% | 49,108 | $4.7M |
| Greenline Partners, LLC | 0.66% | New | 48,945 | $4.7M |
| Liberty Capital Management, Inc. | 1.05% | Add +4.9% | 48,832 | $4.7M |
| Voisard Asset Management Group, Inc. | 1.57% | Add +566.1% | 48,770 | $4.7M |
| WorthPointe, LLC | 1.95% | Add +8.8% | 48,601 | $4.7M |
| Diversified Portfolios, Inc. | 0.50% | Add +0.9% | 47,893 | $4.6M |
| Prosperity Planning, Inc. | 2.10% | Add +19.4% | 47,882 | $4.6M |
| IFP Advisors, Inc | 0.15% | Add +7.9% | 47,839 | $4.6M |
| BlueStem Wealth Partners, LLC | 0.60% | — | 47,254 | $4.6M |
| Parkworth Wealth Management, Inc. | 3.79% | — | 47,201 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Add +3.1% | 46,942 | $4.5M |
| Titleist Asset Management, LLC | 0.52% | Add +29.1% | 46,605 | $4.5M |
| Systematic Financial Management LP | 0.11% | New | 46,310 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +55.1% | 46,295 | $4.5M |
| Conrad Siegel Investment Advisors, Inc. | 1.20% | Reduce -6.5% | 46,280 | $4.5M |
| Orion Capital Management LLC | 1.96% | Add +5.2% | 46,074 | $4.4M |
| Lantern Wealth Advisors, LLC | 2.88% | Reduce -7.3% | 45,890 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -6.3% | 45,395 | $4.4M |
| Global Retirement Partners, LLC | 0.13% | Add +13.4% | 45,343 | $4.4M |
| Elios Financial Group Inc. | 2.06% | Add +2.3% | 45,189 | $4.4M |
| Exchange Traded Concepts, LLC | 0.09% | New | 44,522 | $4.3M |
| New England Private Wealth Advisors LLC | 0.68% | Add +37.8% | 44,521 | $4.3M |
| Seed Wealth Management, Inc. | 3.47% | Reduce -1.3% | 44,505 | $4.3M |
| Equita Financial Network, Inc. | 1.55% | Reduce -1.1% | 44,494 | $4.3M |
| AQR Capital Management | 0.01% | Add +117.0% | 43,936 | $4.2M |
| Spectrum Wealth Advisory Group, LLC | 1.99% | Reduce -2.2% | 43,650 | $4.2M |
| Canvas Wealth Advisors, LLC | 1.06% | Add +23.7% | 43,594 | $4.2M |
| Northland Capital Management LLC | 3.05% | Add +8.1% | 42,659 | $4.1M |
| Flywheel Private Wealth LLC | 3.72% | — | 41,898 | $4.0M |
| Accredited Investor Services, LLC | 3.22% | — | 41,642 | $4.0M |
| Tillman Hartley LLC | 1.13% | Add +20.0% | 40,892 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -2.9% | 40,857 | $3.9M |
| Quadcap Wealth Management, LLC | 0.58% | Add +39.9% | 40,681 | $3.9M |
| S. R. Schill & Associates | 3.27% | Reduce -2.5% | 40,539 | $3.9M |
| Apella Capital, LLC | 0.15% | Add +1.0% | 40,028 | $3.9M |
| Cypress Point Wealth Management, LLC | 1.19% | Reduce -3.8% | 39,750 | $3.8M |
| Team Financial Group, LLC | 2.19% | Add +289.3% | 39,519 | $3.8M |
| Physician Wealth Solutions Inc. | 1.90% | Add +5.7% | 39,271 | $3.8M |
| Mayfair Advisory Group, LLC | 2.21% | Add +10.7% | 38,806 | $3.7M |
| Sylvest Advisors, LLC | 2.30% | — | 38,761 | $3.7M |
| Larson Financial Group LLC | 0.19% | Add +13.8% | 38,257 | $3.7M |
| ORBA Wealth Advisors, L.L.C. | 1.91% | Reduce -46.3% | 37,842 | $3.7M |
| IHT Wealth Management, LLC | 0.12% | Add +24.1% | 37,796 | $3.6M |
| Telos Capital Management, Inc. | 0.39% | Add +8.2% | 37,698 | $3.6M |
| M Holdings Securities, Inc. | 0.57% | Add +7.0% | 36,745 | $3.5M |
| Beacon Financial Group | 0.37% | Add +5.5% | 36,064 | $3.5M |
| Bridgewealth Advisory Group, LLC | 0.95% | Add +77.8% | 34,646 | $3.4M |
| Premier Path Wealth Partners, LLC | 0.51% | Add +2.4% | 34,645 | $3.3M |
| IMA Advisory Services, Inc. | 0.40% | Reduce -2.4% | 34,474 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +22.5% | 34,307 | $3.3M |
| Silver Oak Wealth Advisors Services, LLC | 2.86% | — | 34,268 | $3.3M |
| Pasadena Private Wealth, LLC | 0.66% | Add +13.2% | 33,426 | $3.2M |
| Foundry Financial Group, Inc. | 1.94% | New | 32,522 | $3.1M |
| Plum Street Advisors, LLC | 1.53% | Add +74.8% | 32,114 | $3.1M |
| Goldstone Financial Group, LLC | 0.48% | Add +23.6% | 31,759 | $3.1M |
| Moneco Advisors, LLC | 0.32% | New | 31,604 | $3.1M |
| Westside Investment Management, Inc. | 0.64% | Add +4.9% | 31,517 | $3.0M |
| Good Life Advisors, LLC | 0.22% | Add +7.8% | 31,445 | $3.0M |
| Sigma Planning Corp | 0.10% | Add +2.1% | 31,384 | $3.0M |
| Avant Financial Advisors LLC | 2.78% | — | 31,355 | $3.0M |
| CSS LLC | 0.56% | Reduce -16.2% | 31,100 | $3.0M |
| Sovran Advisors, LLC | 0.43% | — | 30,690 | $3.0M |
| Cascade Financial Partners, LLC | 0.39% | Add +25.3% | 30,950 | $3.0M |
| TFB Advisors LLC | 0.85% | Add +7.7% | 30,890 | $3.0M |
| Dopkins Wealth Management, LLC | 1.51% | Add +284.8% | 30,696 | $3.0M |
| McLean Asset Management Corp | 0.88% | Add +40.2% | 30,518 | $2.9M |
| L.K. Benson & Company, P.C. | 2.07% | — | 30,445 | $2.9M |
| Heron Bay Capital Management | 0.61% | Reduce -1.9% | 30,169 | $2.9M |
| Legacy Financial Strategies, LLC | 0.63% | Reduce -7.0% | 30,209 | $2.9M |
| Cozad Asset Management Inc. | 0.27% | Add +30.0% | 30,037 | $2.9M |
| Cardiff Park Advisors, LLC | 0.28% | Reduce -7.0% | 29,861 | $2.9M |
| DBK Financial Counsel, LLC | 2.85% | Add +0.0% | 29,322 | $2.8M |
| Community Bank, N.A. | 0.36% | No change | 29,163 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Add +2.7% | 29,120 | $2.8M |
| Safe Harbor Fiduciary, LLC | 2.85% | Reduce -0.3% | 28,950 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +8.2% | 28,926 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -0.0% | 28,865 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.69% | Add +0.5% | 28,758 | $2.8M |
| Pacific Asset Management, LLC | 2.57% | — | 28,321 | $2.7M |
| Heritage Wealth Management, Inc. | 0.90% | Add +0.5% | 28,087 | $2.7M |
| Curio Wealth, LLC | 1.46% | — | 28,070 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Add +2.7% | 27,531 | $2.7M |
| Holcombe Financial, Inc. | 2.19% | — | 27,519 | $2.7M |
| Tranquility Partners, LLC | 1.00% | Add +0.7% | 27,476 | $2.7M |
| BigSur Wealth Management LLC | 0.73% | Add +39.8% | 26,587 | $2.6M |
| Independence Bank of Kentucky | 0.39% | Reduce -2.1% | 26,538 | $2.6M |
| MN Wealth Advisors, LLC | 1.44% | Add +11.2% | 26,513 | $2.6M |
| Lam Group, Inc. | 1.82% | Add +7.8% | 26,410 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Reduce -16.4% | 26,223 | $2.5M |
| Peirce Capital Management, LLC | 1.30% | Reduce -10.8% | 26,189 | $2.5M |
| Cahill Financial Advisors Inc. | 0.34% | Add +369.5% | 25,806 | $2.5M |
| FMB Wealth Management | 1.40% | No change | 25,798 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.65% | Add +8.5% | 25,736 | $2.5M |
| Priebe Wealth Holdings LLC | 1.68% | Add +267.2% | 25,617 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +4.0% | 25,322 | $2.4M |
| Puff Wealth Management, LLC | 4.26% | — | 25,309 | $2.4M |
| Cornerstone Management, Inc. | 0.47% | Reduce -10.6% | 25,191 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.45% | Add +7.5% | 25,103 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +1.8% | 25,100 | $2.4M |
| Level Financial Advisors | 0.88% | Reduce -14.1% | 24,882 | $2.4M |
| Emprise Bank | 1.35% | Reduce -3.5% | 24,785 | $2.4M |
| Versant Capital Management, Inc | 0.51% | Add +0.0% | 24,741 | $2.4M |
| LJI Wealth Management, LLC | 0.47% | Add +19.0% | 24,562 | $2.4M |
| Vawter Financial, Ltd. | 1.40% | Add +17.9% | 24,132 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | No change | 24,096 | $2.3M |
| Meadow Creek Wealth Advisors LLC | 1.66% | Add +6.6% | 23,917 | $2.3M |
| SOL Capital Management CO | 0.25% | Reduce -0.4% | 23,321 | $2.3M |
| RDA Financial Network | 0.65% | Add +2.8% | 23,116 | $2.2M |
| JDH Wealth Management, LLC | 1.95% | — | 23,042 | $2.2M |
| Austin Wealth Management, LLC | 0.46% | Add +8.4% | 22,227 | $2.2M |
| EnRich Financial Partners LLC | 0.73% | Add +40.4% | 22,579 | $2.2M |
| Faithward Advisors, LLC | 0.37% | Add +15.5% | 22,553 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -0.5% | 22,301 | $2.2M |
| Centerpoint Advisory Group | 2.08% | — | 22,239 | $2.1M |
| Fidelis Capital Partners, LLC | 0.21% | Add +64.8% | 22,018 | $2.1M |
| Squire Investment Management Company, LLC | 0.93% | Reduce -0.0% | 21,817 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -4.5% | 21,778 | $2.1M |
| Mgo One Seven LLC | 0.08% | Add +1.0% | 21,036 | $2.0M |
| JNBA Financial Advisors | 0.20% | Reduce -5.0% | 20,672 | $2.0M |
| Zhang Financial LLC | 0.11% | Add +36.8% | 20,485 | $2.0M |
| Jackson Thornton Wealth Management, LLC | 0.25% | Add +0.1% | 20,477 | $2.0M |
| Mattern Wealth Management LLC | 0.44% | Reduce -12.2% | 20,471 | $2.0M |
| Annex Advisory Services, LLC | 0.06% | Reduce -9.3% | 20,403 | $2.0M |
| New Millennium Group LLC | 1.13% | Add +10.9% | 20,067 | $1.9M |
| Sequent Asset Management, LLC | 0.95% | Add +0.8% | 20,050 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Add +7.5% | 19,866 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +1.9% | 19,802 | $1.9M |
| Haven Private, LLC | 1.07% | — | 19,757 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +14.1% | 19,719 | $1.9M |
| XY Planning Network, Inc. | 1.42% | — | 19,600 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +0.1% | 19,486 | $1.9M |
| Etesian Wealth Advisors, Inc. | 0.83% | Add +1.6% | 19,466 | $1.9M |
| Cornerstone Advisory, LLC | 0.21% | Add +35.4% | 19,053 | $1.9M |
| KWB Wealth | 0.23% | Reduce -0.3% | 19,231 | $1.8M |
| Fifth Third Securities, Inc. | 0.16% | New | 19,013 | $1.8M |
| Atala Financial Inc | 1.28% | — | 18,950 | $1.8M |
| Heritage Wealth Management, Inc. | 1.55% | Add +53.9% | 18,822 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +30.8% | 18,683 | $1.8M |
| Freestate Advisors LLC | 1.86% | Add +27.2% | 18,614 | $1.8M |
| Navigoe, LLC | 1.73% | — | 18,348 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Add +0.2% | 18,177 | $1.8M |
| Fortis Capital Management LLC | 0.32% | Add +0.4% | 17,787 | $1.7M |
| Creative Financial Designs Inc. | 0.14% | Add +5.0% | 17,728 | $1.7M |
| Almanack Investment Partners, LLC. | 0.26% | Add +0.0% | 17,665 | $1.7M |
| Milestone Asset Management Group, LLC | 1.52% | — | 17,611 | $1.7M |
| Aerodigm Wealth, LLC | 1.01% | Reduce -4.1% | 17,579 | $1.7M |
| National Bank of Canada | 0.00% | Add +8.4% | 17,550 | $1.7M |
| Ridgeline Wealth Planning, LLC | 1.61% | — | 17,388 | $1.7M |
| Capital Wealth Alliance, LLC | 0.95% | Add +34.4% | 17,382 | $1.7M |
| CRA Financial Services, LLC | 0.29% | Add +3.5% | 17,363 | $1.7M |
| Paragon Capital Management Ltd | 0.34% | Add +32.4% | 17,329 | $1.7M |
| Summit X, LLC | 0.36% | Add +14.9% | 16,755 | $1.6M |
| EWG Elevate Inc. | 0.49% | Add +6.1% | 16,730 | $1.6M |
| Insight Wealth Partners, LLC | 1.02% | Reduce -0.2% | 16,692 | $1.6M |
| Total Wealth Planning, LLC | 0.25% | Reduce -2.7% | 16,405 | $1.6M |
| Greenspring Advisors, LLC | 0.35% | Add +42.9% | 16,391 | $1.6M |
| Sachetta, LLC | 0.62% | Add +4.3% | 16,168 | $1.6M |
| TAP Consulting, LLC | 0.32% | New | 15,990 | $1.5M |
| Rockwood Wealth Management, LLC | 0.17% | No change | 16,007 | $1.5M |
| Factor Wealth Management LTD | 0.51% | — | 15,831 | $1.5M |
| Peak Planning Group, LLC | 0.62% | Add +3.3% | 15,357 | $1.5M |
| Leading Edge Financial Planning LLC | 0.48% | Add +7.9% | 15,193 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.97% | Add +7.8% | 15,106 | $1.5M |
| GEM Asset Management, LLC | 0.80% | Add +52.0% | 14,891 | $1.4M |
| Bank of Montreal | 0.00% | Add +198.6% | 14,873 | $1.4M |
| Proactive Wealth Strategies LLC | 0.74% | Add +9.5% | 14,707 | $1.4M |
| CAP Partners, LLC | 0.99% | Add +7.0% | 14,580 | $1.4M |
| Stegent Equity Advisors, Inc. | 1.42% | Add +23.4% | 14,460 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 14,433 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +81.9% | 14,389 | $1.4M |
| Archer Investment Management, LLC | 0.85% | — | 14,361 | $1.4M |
| Evanson Asset Management, LLC | 0.09% | Add +44.0% | 14,093 | $1.4M |
| Sheets Smith Wealth Management | 0.17% | Add +1.2% | 14,073 | $1.4M |
| Capital Analysts, LLC | 0.05% | Add +532.9% | 14,026 | $1.4M |
| Asset Dedication, LLC | 0.11% | Reduce -27.6% | 13,968 | $1.3M |
| Arbor Wealth Advisors LLC | 1.20% | Add +32.7% | 13,903 | $1.3M |
| Friday Financial | 0.91% | — | 13,654 | $1.3M |
| Apollon Financial, LLC | 0.33% | Add +12.7% | 13,617 | $1.3M |
| DKM Wealth Management, Inc. | 1.24% | — | 13,543 | $1.3M |
| Savvy Advisors, Inc. | 0.16% | Reduce -7.1% | 13,498 | $1.3M |
| Black Swift Group, LLC | 0.28% | Reduce -59.8% | 13,490 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -76.7% | 13,415 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +62.6% | 13,357 | $1.3M |
| Trajan Wealth LLC | 0.07% | Reduce -4.2% | 13,316 | $1.3M |
| Lauterbach Financial Advisors, LLC | 0.78% | Reduce -1.1% | 13,278 | $1.3M |
| Harbour Investment Management LLC | 0.56% | No change | 13,269 | $1.3M |
| Merkkuri Wealth Advisors LLC | 1.01% | Reduce -32.7% | 13,268 | $1.3M |
| First Financial Corp. | 0.59% | Reduce -3.1% | 13,011 | $1.3M |
| Guidance Capital, Inc. | 0.38% | Add +29.7% | 12,519 | $1.2M |
| Transcendent Capital Group LLC | 0.64% | Reduce -3.9% | 12,805 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +156.5% | 12,778 | $1.2M |
| Able Wealth Management LLC | 0.81% | Add +3.8% | 12,706 | $1.2M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -1.7% | 12,671 | $1.2M |
| Armbruster Capital Management, Inc. | 0.25% | Add +17.2% | 12,668 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +148.4% | 12,492 | $1.2M |
| Capital Square, LLC | 0.68% | Add +5.1% | 12,047 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +95.0% | 12,435 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -2.4% | 12,340 | $1.2M |
| Bokf, NA | 0.02% | Reduce -0.8% | 12,510 | $1.2M |
| Fiduciary Advisors, Inc. | 1.19% | — | 12,250 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +7.6% | 12,182 | $1.2M |
| Debussy Capital Management LP | 0.18% | Add +4.4% | 11,842 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | Add +6.9% | 12,109 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +5.4% | 11,895 | $1.1M |
| Strategic Advisors LLC | 0.21% | Add +17.7% | 11,772 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +73.6% | 11,691 | $1.1M |
| Renaissance Technologies | 0.00% | New | 11,600 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +12.5% | 11,583 | $1.1M |
| HBW Advisory Services LLC | 0.11% | Add +17.5% | 11,554 | $1.1M |
| Middleton & Co. Inc. | 0.12% | Add +391.0% | 11,515 | $1.1M |
| Nova R Wealth, Inc. | 0.55% | Reduce -5.3% | 11,378 | $1.1M |
| Gradient Capital Advisors, LLC | 0.35% | Add +0.2% | 11,241 | $1.1M |
| Prospera Capital Management, LLC | 0.79% | — | 11,070 | $1.1M |
| Redmont Wealth Advisors LLC | 1.81% | Add +228.2% | 10,841 | $1.0M |
| Bison Wealth, LLC | 0.23% | Add +71.3% | 10,660 | $1.0M |
| Endeavor Private Wealth, Inc. | 0.93% | — | 10,165 | $981K |
| Kendall Capital Management | 0.28% | New | 10,000 | $965K |
| CGN Advisors LLC | 0.09% | New | 9,721 | $938K |
| Courier Capital LLC | 0.06% | New | 9,706 | $937K |
| Cornell Pochily Investment Advisors, Inc. | 0.32% | Add +0.8% | 9,534 | $920K |
| Jefferies Financial Group Inc. | 0.01% | Add +52.3% | 9,530 | $920K |
| REDW Wealth LLC | 0.32% | Reduce -48.2% | 9,451 | $912K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -33.7% | 9,345 | $902K |
| Integrated Advisors Network LLC | 0.04% | Add +10.3% | 9,288 | $897K |
| Seaside Wealth Management, Inc. | 0.33% | Add +11.2% | 9,269 | $895K |
| Claro Advisors Inc. | 0.12% | Add +1.8% | 9,168 | $885K |
| Arkadios Wealth Advisors | 0.05% | Add +0.1% | 9,101 | $879K |
| Ironwood Financial, llc | 0.18% | Add +51.0% | 9,098 | $878K |
| OneAscent Financial Services LLC | 0.07% | New | 8,936 | $863K |
| CogentBlue Wealth Advisors, LLC | 0.74% | — | 8,758 | $845K |
| Argent Trust Co | 0.03% | Add +29.1% | 8,698 | $840K |
| Claris Advisors, LLC / Mo / | 0.31% | Add +524.0% | 8,605 | $831K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.2% | 8,534 | $824K |
| Brown Advisory Inc. | 0.00% | Reduce -7.6% | 8,324 | $804K |
| Innealta Capital, LLC | 0.39% | Add +69.8% | 8,216 | $793K |
| Klingman & Associates, LLC | 0.05% | Add +0.3% | 8,186 | $790K |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Add +1.7% | 8,125 | $784K |
| Caprock Group, LLC | 0.03% | No change | 8,004 | $773K |
| Magnolia Private Wealth, LLC | 0.67% | — | 7,850 | $758K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -9.7% | 7,754 | $748K |
| Cardinal Point Capital Management ULC | 0.12% | Add +121.1% | 7,651 | $739K |
| NWF Advisory Services Inc. | 0.11% | Reduce -43.2% | 7,586 | $732K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 7,402 | $715K |
| Kings Path Partners LLC | 0.30% | Reduce -5.3% | 7,395 | $714K |
| M Wealth Management, LLC | 0.63% | — | 7,130 | $688K |
| Selective Wealth Management, Inc. | 0.28% | Add +0.4% | 7,036 | $685K |
| Townsquare Capital LLC | 0.01% | New | 7,041 | $680K |
| Ieq Capital, LLC | 0.01% | Reduce -8.7% | 7,006 | $676K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +33.2% | 6,727 | $672K |
| DHK Financial Advisors, Inc. | 0.40% | Reduce -6.8% | 6,863 | $662K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +7.5% | 6,860 | $662K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +59.9% | 6,843 | $661K |
| FMR LLC | 0.00% | Add +36.2% | 6,777 | $654K |
| Legacy Financial Group, Inc. | 0.21% | Add +1.0% | 6,756 | $652K |
| Tenon Financial LLC | 0.42% | Add +41.4% | 6,737 | $649K |
| Childress Capital Advisors, LLC | 0.18% | Reduce -28.2% | 6,724 | $649K |
| Provident Wealth Management, LLC | 0.22% | Reduce -28.0% | 6,680 | $645K |
| Wedbush Securities Inc. | 0.02% | Add +44.8% | 6,563 | $634K |
| PBMares Wealth Management LLC | 0.13% | Add +51.7% | 6,565 | $634K |
| Stewardship Advisors, LLC | 0.18% | Reduce -14.4% | 6,555 | $633K |
| Independent Financial Group, LLC | 0.02% | Add +1.3% | 6,503 | $628K |
| Intelligent Financial Strategies | 0.34% | Add +0.0% | 6,381 | $616K |
| Lion Street Advisors, LLC | 0.20% | Add +2.5% | 6,354 | $613K |
| Abacus Planning Group, Inc. | 0.11% | No change | 6,268 | $605K |
| Consolidated Portfolio Review Corp | 0.10% | Add +1.3% | 6,220 | $600K |
| Arista Wealth Management, LLC | 0.14% | Reduce -17.2% | 6,169 | $595K |
| Pitti Group Wealth Management, LLC | 0.60% | New | 6,158 | $594K |
| Mainsail Asset Management, LLC | 0.41% | Add +78.6% | 6,126 | $591K |
| Bannerman Wealth Management Group, LLC | 0.49% | — | 6,117 | $590K |
| Kelleher Financial Advisors | 0.22% | Add +0.3% | 6,090 | $588K |
| Clark Asset Management, LLC | 0.11% | Add +33.6% | 6,090 | $588K |
| RCS Financial Planning, LLC | 0.31% | Add +41.5% | 6,045 | $584K |
| CoreCap Advisors, LLC | 0.03% | Add +754.5% | 5,956 | $575K |
| Triune Financial Partners, LLC | 0.18% | Add +0.1% | 5,900 | $570K |
| Bank of New York Mellon Corp | 0.00% | Add +12.5% | 5,792 | $559K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 5,700 | $550K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.1% | 5,623 | $543K |
| Kaufman Rossin Wealth, LLC | 0.56% | — | 5,614 | $542K |
| Quantinno Capital Management LP | 0.01% | Add +12.1% | 5,557 | $536K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -73.5% | 5,531 | $534K |
| Navis Wealth Advisors, LLC | 0.58% | No change | 5,515 | $532K |
| Facet Wealth, Inc. | 0.01% | Reduce -48.8% | 5,419 | $527K |
| Leavell Investment Management, Inc. | 0.03% | Add +1.0% | 5,374 | $519K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 5,334 | $515K |
| Private Trust Co. NA | 0.05% | Reduce -0.1% | 5,288 | $510K |
| Boyce & Associates Wealth Consulting, Inc. | 0.51% | Add +13.6% | 5,232 | $505K |
| Oceanside Advisors LLC | 0.38% | Add +15.8% | 5,216 | $503K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -4.3% | 5,099 | $492K |
| Tyler-Stone Wealth Management | 0.09% | Add +5.3% | 5,065 | $489K |
| Entrewealth, LLC | 0.45% | — | 5,110 | $485K |
| Evergreen Capital Management LLC | 0.02% | No change | 5,000 | $483K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +225.9% | 4,961 | $479K |
| Atlas Wealth LLC | 0.25% | No change | 4,934 | $476K |
| Keystone Financial Group | 0.05% | Reduce -0.9% | 4,921 | $475K |
| Cerity Partners LLC | 0.00% | Add +12.1% | 4,913 | $472K |
| Signaturefd, LLC | 0.01% | Add +142.1% | 4,880 | $471K |
| Mattern Capital Management, LLC | 0.06% | Add +47.6% | 4,853 | $468K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +61.4% | 4,836 | $467K |
| Tandem Capital Management Corp. | 0.25% | Reduce -5.5% | 4,830 | $466K |
| Parkside Financial Bank & Trust | 0.06% | Add +41.4% | 4,829 | $466K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 4,825 | $466K |
| Pure Portfolios Holdings LLC | 0.17% | Add +4.6% | 4,740 | $458K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +101.8% | 4,713 | $455K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 4,690 | $453K |
| Kolinsky Wealth Management, LLC | 0.27% | Reduce -74.4% | 4,660 | $450K |
| Cornerstone Capital, Inc. | 0.05% | No change | 4,651 | $449K |
| Signet Financial Management, LLC | 0.06% | Add +1.1% | 4,643 | $448K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 4,541 | $438K |
| GC Wealth Management RIA, LLC | 0.08% | No change | 4,517 | $436K |
| Kestra Investment Management, LLC | 0.02% | New | 4,449 | $429K |
| Rialto Wealth Management, LLC | 0.14% | — | 4,398 | $425K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -13.8% | 4,381 | $423K |
| Brickley Wealth Management | 0.09% | No change | 4,371 | $422K |
| Redwood Park Advisors LLC | 0.36% | — | 4,340 | $419K |
| Baker Ellis Asset Management LLC | 0.06% | Add +56.0% | 4,330 | $418K |
| Blue Trust, Inc. | 0.01% | Add +64.5% | 4,178 | $403K |
| Global Trust Asset Management, LLC | 0.15% | No change | 4,150 | $401K |
| CW Advisors, LLC | 0.01% | Add +1.7% | 4,106 | $396K |
| Colonial Trust Co / SC | 0.06% | Reduce -1.0% | 4,090 | $395K |
| Commerce Bank | 0.00% | Add +8.0% | 4,075 | $393K |
| Delta Financial Group, Inc. | 0.09% | Add +53.4% | 4,005 | $387K |
| Grant/GrossMendelsohn, LLC | 0.20% | Reduce -0.8% | 3,992 | $385K |
| Baldwin Investment Management, LLC | 0.05% | Reduce -4.8% | 3,966 | $383K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -12.2% | 3,942 | $381K |
| Balboa Wealth Partners | 0.09% | Reduce -33.0% | 3,870 | $374K |
| Cora Capital Advisors LLC | 0.18% | No change | 3,862 | $373K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.7% | 3,852 | $372K |
| SeaBridge Investment Advisors LLC | 0.08% | New | 3,822 | $369K |
| Conscious Wealth Investments, LLC | 0.25% | Add +10.1% | 3,676 | $365K |
| BCR Wealth Strategies, LLC | 0.17% | No change | 3,791 | $365K |
| Liberty Wealth Management LLC | 0.06% | Add +0.5% | 3,767 | $364K |
| Clearstead Trust, LLC | 0.08% | New | 3,677 | $355K |
| Drive Wealth Management, LLC | 0.09% | New | 3,676 | $355K |
| Next Level Private LLC | 0.14% | Reduce -1.6% | 3,628 | $350K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 3,615 | $349K |
| Glassman Wealth Services | 0.06% | No change | 3,600 | $348K |
| Asset Allocation Strategies LLC | 0.08% | Add +46.0% | 3,595 | $347K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 3,461 | $334K |
| Two Sigma Investments, LP | 0.00% | New | 3,400 | $328K |
| Decker Retirement Planning Inc. | 0.19% | — | 3,373 | $326K |
| ARK & TLK Investments, LLC | 0.11% | Add +19.8% | 3,358 | $324K |
| Safeguard Investment Advisory Group, LLC | 0.09% | New | 3,237 | $312K |
| Aegis Wealth Management LLC | 0.21% | — | 3,226 | $311K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 3,198 | $309K |
| Cambridge Financial Group, LLC | 0.13% | Reduce -60.8% | 3,193 | $308K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -32.8% | 3,139 | $303K |
| Cannon Wealth Management Services, LLC | 0.26% | Reduce -21.7% | 3,127 | $302K |
| Financial Symmetry Inc | 0.20% | Reduce -23.0% | 3,100 | $299K |
| Berger Financial Group, Inc | 0.02% | New | 3,076 | $297K |
| Trellis Wealth Advisors LLC | 0.15% | New | 3,064 | $296K |
| Grand Wealth Management, LLC | 0.16% | Add +0.0% | 3,058 | $295K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,045 | $294K |
| Ruedi Wealth Management, Inc. | 0.09% | Reduce -0.7% | 3,026 | $292K |
| Prosperitas Financial LLC | 0.15% | Add +8.6% | 2,990 | $289K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -1.0% | 2,951 | $285K |
| AE Wealth Management LLC | 0.00% | Reduce -13.3% | 2,940 | $284K |
| Gibraltar Capital Management, Inc. | 0.12% | Add +9.1% | 2,860 | $276K |
| Brighton Jones LLC | 0.01% | Add +6.0% | 2,834 | $274K |
| Prospera Financial Services Inc | 0.01% | Add +25.8% | 2,741 | $265K |
| Landing Point Financial Group, LLC | 0.20% | — | 2,729 | $263K |
| Trexquant Investment LP | 0.00% | Add +22.3% | 2,658 | $257K |
| Private Advisory Group LLC | 0.03% | New | 2,630 | $254K |
| Essex Bank | 0.06% | Add +12.5% | 2,625 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Add +33.4% | 2,564 | $248K |
| Bessemer Group Inc. | 0.00% | Reduce -81.4% | 2,476 | $239K |
| Wealthspire Retirement, LLC | 0.02% | No change | 2,407 | $232K |
| Carson Advisory Inc. | 0.16% | No change | 2,359 | $228K |
| Empirical Finance, LLC | 0.01% | No change | 2,328 | $225K |
| Nilsine Partners, LLC | 0.02% | Reduce -23.2% | 2,300 | $222K |
| Bridges Investment Management Inc. | 0.00% | New | 2,299 | $222K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -14.3% | 2,293 | $221K |
| Financial Counselors Inc. | 0.00% | New | 2,281 | $220K |
| Jim Saulnier & Associates, LLC | 0.19% | Add +0.5% | 2,251 | $217K |
| Altus Wealth Group LLC | 0.10% | No change | 2,250 | $217K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 2,235 | $216K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.0% | 2,195 | $212K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,170 | $209K |
| Chapin Davis, Inc. | 0.07% | No change | 2,105 | $202K |
| First PREMIER Bank | 0.05% | Add +11.9% | 2,083 | $201K |
| US Bancorp \de | 0.00% | Add +69.0% | 2,028 | $196K |
| Nemes Rush Group LLC | 0.02% | Add +163.2% | 1,961 | $189K |
| Principal Securities, Inc. | 0.00% | Reduce -4.9% | 1,849 | $178K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -10.1% | 1,824 | $176K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,800 | $174K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.3% | 1,701 | $163K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,523 | $147K |
| Investment Research & Advisory Group, Inc. | 0.06% | No change | 1,521 | $147K |
| Headlands Technologies LLC | 0.01% | Reduce -4.4% | 1,510 | $146K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -37.0% | 1,415 | $137K |
| Assetmark, Inc. | 0.00% | Add +27.0% | 1,257 | $121K |
| MidAtlantic Capital Management, Inc. | 0.09% | Add +129.9% | 1,221 | $118K |
| BlackRock, Inc. | 0.00% | Add +1336.5% | 1,221 | $118K |
| Heck Capital Advisors, LLC | 0.01% | No change | 1,166 | $113K |
| Crowley Wealth Management, Inc. | 0.09% | — | 1,100 | $106K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -2.6% | 947 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 872 | $84K |
| Centennial Bank | 0.04% | New | 866 | $84K |
| Mather Group, Llc. | 0.00% | No change | 824 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 787 | $76K |
| Whittier Trust Co. | 0.00% | Add +4920.0% | 753 | $73K |
| Robinswood Financial LLC | 0.03% | No change | 743 | $72K |
| Smartleaf Asset Management LLC | 0.01% | Add +4.1% | 730 | $70K |
| IAG Wealth Partners, LLC | 0.01% | No change | 705 | $68K |
| Signature Resources Capital Management, LLC | 0.06% | Add +1333.3% | 688 | $66K |
| West Paces Advisors Inc. | 0.02% | No change | 653 | $63K |
| Creekmur Asset Management LLC | 0.01% | Reduce -25.6% | 635 | $61K |
| Comprehensive Financial Planning, Inc. | 0.05% | — | 631 | $61K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +9.3% | 590 | $57K |
| TruNorth Capital Management, LLC | 0.01% | No change | 537 | $52K |
| Synergy Investment Management, LLC | 0.02% | — | 489 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 440 | $42K |
| Quadrant Capital Group LLC | 0.00% | No change | 432 | $42K |
| Clark Wealth Partners | 0.03% | — | 424 | $41K |
| North Ridge Wealth Advisors, Inc. | 0.03% | New | 400 | $39K |
| Sandy Spring Bank | 0.00% | New | 400 | $39K |
| JDM Financial Group LLC | 0.02% | Add +113.3% | 369 | $36K |
| Nova Wealth Management, Inc. | 0.03% | — | 308 | $30K |
| Paladin Advisory Group, LLC | 0.02% | No change | 305 | $29K |
| CNB Bank | 0.01% | No change | 303 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 300 | $29K |
| Spire Wealth Management | 0.00% | No change | 300 | $29K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $29K |
| Morris Financial Concepts, Inc. | 0.01% | Add +2.1% | 286 | $28K |
| Addison Advisors LLC | 0.01% | No change | 281 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 275 | $27K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.4% | 263 | $25K |
| Accredited Wealth Management, LLC | 0.02% | — | 250 | $24K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 247 | $24K |
| Morling Financial Advisors, LLC | 0.01% | New | 235 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 225 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 209 | $20K |
| NewSquare Capital LLC | 0.00% | New | 208 | $20K |
| NorthRock Partners, LLC | 0.00% | Add +100.0% | 200 | $19K |
| GeoWealth Management, LLC | 0.00% | New | 197 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 196 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 153 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 150 | $14K |
| Roxbury Financial LLC | 0.01% | — | 133 | $14K |
| Abound Wealth Management | 0.00% | No change | 141 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 127 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 100 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 99 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +9600.0% | 97 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $9K |
| Simplex Trading, LLC | 0.00% | New | 91 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 71 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 71 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 68 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 65 | $6K |
| Operose Advisors LLC | 0.00% | No change | 64 | $6K |
| Thompson Investment Management, Inc. | 0.00% | New | 63 | $6K |
| Founders Capital Management | 0.00% | New | 55 | $5K |
| Atwood & Palmer Inc. | 0.00% | Reduce -87.0% | 31 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 24 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 21 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 16 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 13 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 11 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 15 | $1K |
| Matrix Trust Co | 0.00% | New | 7 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 10 | $965 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -83.3% | 10 | $965 |
| New England Capital Financial Advisors LLC | 0.00% | Add +28.6% | 9 | $888 |
| Capital A Wealth Management, LLC | 0.00% | — | 7 | $676 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $393 |
| Citigroup Inc. | 0.00% | New | 4 | $386 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $290 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $97 |
| Bogart Wealth, LLC | 0.00% | New | 1 | $97 |
"% of holder's portfolio" is AVUV's weight in each manager's 13F, not the share of Avantis US Small Cap Value the manager owns.