Avantis US Small Cap ValueAVUVETF
13F holders, Q1 2025 (March 31)817holders +13
69new positions
51sold out
3famous investors
$87.08avg. 13F price*
At the end of Q1 2025, 817 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 13 from Q4 2024. 69 opened new positions and 51 sold out. The largest holders were Creative Planning ($979.8M), Focus Partners Wealth ($495.8M) and LPL Financial LLC ($382.4M). 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 (Q1 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $182.0M |
| Exits | 51 | $304.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,941,049 shares bought and 6,522,455 shares sold, net +12,418,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 817 holders
| Creative Planning | 0.92% | Add +40.7% | 11,240,479 | $979.8M |
| Focus Partners Wealth | 1.24% | Add +221.2% | 5,687,232 | $495.8M |
| LPL Financial LLC | 0.15% | Add +5.8% | 4,386,459 | $382.4M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 3,222,501 | $280.9M |
| Mason Investment Advisory Services, Inc. | 14.28% | Add +0.7% | 2,713,731 | $236.6M |
| Truepoint, Inc. | 6.00% | Add +11.3% | 2,539,043 | $221.3M |
| Bank of America Corp. | 0.02% | Add +18.3% | 2,388,547 | $208.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.7% | 2,029,665 | $176.9M |
| Ameriprise Financial Inc. | 0.05% | Add +24.6% | 1,911,402 | $166.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +27.7% | 1,796,040 | $156.6M |
| Focus Partners Advisor Solutions, LLC | 1.96% | Add +28.3% | 1,482,024 | $129.2M |
| Osaic Holdings, Inc. | 0.27% | Add +17.7% | 1,388,974 | $121.1M |
| UBS Group AG | 0.03% | Reduce -2.7% | 1,341,279 | $116.9M |
| HighTower Advisors, LLC | 0.15% | Add +19.2% | 1,238,030 | $107.9M |
| Prime Capital Investment Advisors, LLC | 1.26% | Add +29.0% | 1,233,627 | $107.5M |
| Raymond James Financial Inc. | 0.04% | Add +0.8% | 1,143,929 | $99.7M |
| Waverly Advisors, LLC | 1.18% | Add +14.0% | 1,109,558 | $96.7M |
| Wells Fargo & Company | 0.02% | Reduce -9.8% | 1,090,038 | $95.0M |
| Unison Advisors LLC | 11.81% | Add +1.8% | 1,065,041 | $92.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +7.6% | 1,026,114 | $89.4M |
| Alesco Advisors, LLC, An ESL Co | 2.78% | Add +42.0% | 1,015,603 | $88.5M |
| Empowered Funds, LLC | 1.25% | Add +1.1% | 1,011,696 | $88.2M |
| Evensky & Katz LLC | 5.91% | Add +2.9% | 1,011,152 | $88.1M |
| CCM Investment Group, LLC | 9.32% | Add +1.4% | 1,011,401 | $88.1M |
| Plancorp, LLC | 3.23% | Add +11.2% | 935,129 | $81.5M |
| Sequoia Financial Advisors, LLC | 0.59% | Add +1118.5% | 870,178 | $75.9M |
| TCI Wealth Advisors, Inc. | 6.04% | Add +7.8% | 865,098 | $75.4M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 860,159 | $75.0M |
| Avantax Planning Partners, Inc. | 2.52% | Reduce -5.0% | 817,595 | $71.3M |
| HB Wealth Management, LLC | 0.55% | New | 751,803 | $65.5M |
| American Century Companies Inc. | 0.04% | Add +6.7% | 739,684 | $64.5M |
| Oxford Financial Group, LTD. LLC | 4.31% | Add +1.8% | 705,715 | $61.5M |
| Foster Group, Inc. | 2.17% | Add +9.3% | 663,812 | $57.9M |
| Parcion Private Wealth LLC | 4.39% | Reduce -9.7% | 618,057 | $53.9M |
| Satovsky Asset Management LLC | 11.95% | Reduce -0.3% | 612,625 | $53.4M |
| Comerica Bank | 0.22% | Add +11.7% | 604,058 | $52.7M |
| Beaird Harris Wealth Management, LLC | 4.38% | Add +8.0% | 591,380 | $51.6M |
| Moisand Fitzgerald Tamayo, LLC | 7.04% | Add +4.0% | 583,732 | $50.9M |
| Cresset Asset Management, LLC | 0.25% | Add +322.7% | 576,446 | $50.2M |
| NorthCoast Asset Management LLC | 0.24% | Add +0.4% | 557,406 | $48.6M |
| TruWealth Advisors, LLC | 2.93% | Add +6.3% | 557,383 | $48.6M |
| PDS Planning, Inc | 3.82% | Reduce -0.8% | 519,823 | $45.3M |
| Meredith Wealth Planning | 18.44% | Add +2.0% | 479,513 | $41.8M |
| Marquette Asset Management, LLC | 7.35% | Add +0.2% | 478,688 | $41.7M |
| Werba Rubin Papier Wealth Management | 8.59% | Reduce -2.1% | 453,260 | $39.5M |
| Mariner, LLC | 0.06% | Reduce -5.8% | 430,461 | $37.5M |
| Krilogy Financial LLC | 2.39% | Add +7.7% | 423,806 | $36.9M |
| Burton Enright Welch | 7.34% | Add +2.8% | 414,351 | $36.1M |
| Corient Private Wealth LP | 0.06% | Add +0.3% | 401,545 | $35.0M |
| Correct Capital Wealth Management | 6.79% | Add +0.2% | 392,647 | $34.2M |
| Private Advisor Group, LLC | 0.21% | Add +5.9% | 391,291 | $34.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.2% | 386,563 | $33.7M |
| Financial Partners Group, Inc | 5.15% | Add +2.5% | 382,661 | $33.4M |
| Red Lighthouse Investment Management, LLC | 13.13% | Add +1.3% | 343,714 | $32.2M |
| Team Hewins, LLC | 11.88% | Reduce -1.9% | 350,657 | $30.6M |
| Means Investment Co., Inc. | 3.22% | Add +148.6% | 347,601 | $30.3M |
| Orrstown Financial Services Inc. | 7.19% | Add +21.4% | 346,458 | $30.2M |
| PrairieView Partners, LLC | 3.03% | Reduce -2.3% | 332,731 | $29.0M |
| Quarry Hill Advisors, LLC | 18.62% | Add +7.5% | 328,802 | $28.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.9% | 321,917 | $28.1M |
| Callan Capital, LLC | 1.99% | Reduce -2.1% | 307,975 | $26.8M |
| Brown University | 12.18% | No change | 301,800 | $26.3M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.41% | Add +2.5% | 301,577 | $26.3M |
| N.E.W. Advisory Services LLC | 1.99% | Add +29.4% | 298,028 | $26.0M |
| Hill Investment Group Partners, LLC | 3.52% | Reduce -56.9% | 294,042 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.66% | Add +10.4% | 293,428 | $25.6M |
| Glenview Trust Co | 0.50% | Add +8.0% | 292,954 | $25.5M |
| WMG Financial Advisors, LLC | 10.83% | Add +7.0% | 292,008 | $25.5M |
| Creative Capital Management Investments LLC | 9.31% | Reduce -1.3% | 276,625 | $24.1M |
| Cetera Investment Advisers | 0.05% | Add +29.4% | 275,488 | $24.0M |
| Greenline Partners, LLC | 3.45% | Add +460.2% | 274,182 | $23.9M |
| Eagle Wealth Strategies LLC | 14.53% | Add +1.7% | 271,634 | $23.7M |
| MAI Capital Management | 0.18% | Add +5.9% | 269,883 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 268,767 | $23.4M |
| Apollon Wealth Management, LLC | 0.52% | Add +41.6% | 268,671 | $23.4M |
| Avior Wealth Management, LLC | 0.88% | Add +44.5% | 265,617 | $23.2M |
| Acorn Financial Advisory Services Inc. | 4.17% | Reduce -8.6% | 264,553 | $23.1M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +4.8% | 263,751 | $23.0M |
| Harbor Group, Inc. | 4.50% | Add +65.3% | 258,540 | $22.5M |
| Kondo Wealth Advisors, Inc. | 10.88% | Add +7.6% | 253,207 | $22.1M |
| Fifth Third Bancorp | 0.08% | Add +35.2% | 246,574 | $21.5M |
| High Probability Advisors, LLC | 3.52% | Add +7.3% | 241,876 | $21.1M |
| RW Investment Management LLC | 2.57% | Add +28.4% | 239,646 | $20.9M |
| Bare Financial Services, Inc | 8.00% | Add +6.3% | 238,862 | $20.8M |
| Bluespring Wealth Management, LLC | 2.08% | Add +1.6% | 234,556 | $20.4M |
| Falcon Wealth Planning | 2.25% | Reduce -31.6% | 232,625 | $20.3M |
| Intelligence Driven Advisers, LLC | 3.84% | Add +0.1% | 228,698 | $19.9M |
| Savant Capital, LLC | 0.17% | Add +228.9% | 226,088 | $19.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +51.1% | 223,520 | $19.5M |
| MB Generational Wealth, LLC | 14.43% | Add +1.9% | 221,773 | $19.3M |
| Atria Investments, Inc | 0.25% | Reduce -2.4% | 221,600 | $19.3M |
| Stephens Consulting, LLC | 4.77% | Add +4.7% | 217,710 | $19.0M |
| Modern Wealth Management, LLC | 0.59% | Add +1.1% | 212,814 | $18.6M |
| Valued Wealth Advisors LLC | 11.05% | Add +3.0% | 211,180 | $18.4M |
| New England Capital Financial Advisors LLC | 9.26% | Add +2320511.1% | 208,855 | $18.2M |
| Morton Brown Family Wealth, LLC | 6.17% | Add +10.3% | 208,387 | $18.2M |
| Pathstone Holdings, LLC | 0.08% | Add +12.5% | 208,336 | $18.2M |
| Chicago Partners Investment Group LLC | 0.60% | Add +10.4% | 214,715 | $18.1M |
| Regatta Capital Group, LLC | 3.49% | Add +54.6% | 207,017 | $18.0M |
| Wealth Architects, LLC | 1.99% | Reduce -4.3% | 206,533 | $18.0M |
| Tarbox Family Office, Inc. | 2.99% | Reduce -4.0% | 206,228 | $18.0M |
| Define Financial, LLC | 13.46% | Add +9.2% | 223,695 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.5% | 201,966 | $17.6M |
| Great Point Wealth Advisors, LLC | 3.72% | Add +3.1% | 197,174 | $17.2M |
| MML Investors Services, LLC | 0.06% | Reduce -0.9% | 191,079 | $16.7M |
| McMill Wealth Management | 5.99% | Add +23.6% | 190,744 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Add +6.0% | 189,694 | $16.5M |
| Cwm, LLC | 0.07% | Add +1.4% | 188,348 | $16.4M |
| Flaharty Asset Management, LLC | 2.36% | Add +10.4% | 187,997 | $16.4M |
| Oakwell Private Wealth Management, LLC | 4.51% | Add +5.6% | 187,251 | $16.3M |
| WJ Interests, LLC | 7.44% | Add +1.7% | 183,432 | $16.0M |
| Allegiance Financial Group Advisory Services LLC | 4.85% | Add +7.1% | 182,759 | $15.9M |
| Objectivity Squared, LLC | 13.32% | Reduce -9.3% | 201,303 | $15.9M |
| Stock Yards Bank & Trust Co. | 0.56% | Add +7.0% | 181,643 | $15.8M |
| Symphony Financial, Ltd. Co. | 9.37% | Add +16.8% | 193,691 | $15.8M |
| Paragon Advisors, LLC | 5.96% | Reduce -2.0% | 180,990 | $15.8M |
| Towneley Capital Management, Inc / DE | 3.68% | Add +5.3% | 180,367 | $15.7M |
| Mfa Wealth Advisors, LLC | 3.79% | Reduce -4.4% | 175,490 | $15.3M |
| Highland Financial Advisors, LLC | 5.40% | Add +5.9% | 173,162 | $15.1M |
| Flagstone Financial Management | 4.85% | Add +4.9% | 172,777 | $15.1M |
| B&D White Capital Company, LLC | 2.20% | Add +27.8% | 171,338 | $14.9M |
| Bfsg, LLC | 1.79% | Add +10.2% | 168,923 | $14.7M |
| Fonville Wealth Management LLC | 4.33% | Add +23.7% | 169,052 | $14.7M |
| NewEdge Advisors, LLC | 0.09% | Add +26.1% | 167,589 | $14.6M |
| Family Investment Center, Inc. | 3.56% | Reduce -28.7% | 167,285 | $14.6M |
| Meritas Wealth Management, LLC | 8.54% | Add +16.2% | 167,047 | $14.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.76% | Add +4.2% | 165,834 | $14.5M |
| MJP Associates Inc. | 2.59% | Reduce -26.4% | 164,841 | $14.4M |
| Advisor OS, LLC | 1.64% | Reduce -26.9% | 164,841 | $14.4M |
| Betterment LLC | 0.03% | Add +6.5% | 164,553 | $14.3M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -2.3% | 163,934 | $14.3M |
| Pine Harbor Wealth Management, LLC | 5.71% | Add +9.2% | 163,769 | $14.3M |
| Gallagher Fiduciary Advisors, LLC | 0.47% | Add +3.1% | 163,750 | $14.3M |
| CGC Financial Services, LLC | 5.63% | Add +1.6% | 163,361 | $14.2M |
| WCG Wealth Advisors LLC | 1.07% | Add +2.7% | 161,984 | $14.1M |
| Mraz, Amerine & Associates, Inc. | 2.43% | Reduce -1.5% | 162,035 | $14.1M |
| Northwest Wealth Management, LLC | 2.81% | Add +12.3% | 161,840 | $14.1M |
| Keb Asset Management, LLC | 4.00% | Add +47.4% | 161,159 | $14.0M |
| Financial Management Network Inc. | 3.11% | Add +27.4% | 179,097 | $13.8M |
| Sage Rhino Capital LLC | 3.20% | Add +10.6% | 158,104 | $13.8M |
| Venturi Wealth Management, LLC | 0.72% | Add +1.5% | 157,843 | $13.8M |
| JRM Investment Counsel, LLC | 4.89% | Reduce -11.1% | 157,833 | $13.8M |
| Pacific Life Fund Advisors LLC | 1.52% | Add +80.2% | 155,377 | $13.5M |
| D'Orazio & Associates, Inc. | 2.06% | Reduce -6.2% | 155,332 | $13.5M |
| Fort Vancouver Investment Management, LLC | 10.30% | New | 154,053 | $13.4M |
| Wallington Asset Management, LLC | 1.91% | Add +0.6% | 152,054 | $13.3M |
| Rothschild Investment LLC | 0.89% | Add +8.3% | 151,697 | $13.2M |
| Aire Advisors, LLC | 2.74% | Add +5.4% | 149,342 | $13.0M |
| Strategic Blueprint, LLC | 0.71% | Add +32.5% | 148,257 | $12.9M |
| Opus Capital Group, LLC | 1.66% | Reduce -0.1% | 148,023 | $12.9M |
| Peak Asset Management, LLC | 2.45% | Add +6.0% | 147,439 | $12.9M |
| Cowa, LLC | 5.46% | Add +6.1% | 193,195 | $12.8M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 144,892 | $12.6M |
| Greater Midwest Financial Group, LLC | 8.76% | Add +5.9% | 144,109 | $12.6M |
| Collective Family Office LLC | 3.37% | Reduce -4.2% | 142,949 | $12.5M |
| OneDigital Investment Advisors LLC | 0.15% | Add +7.5% | 142,879 | $12.5M |
| ABLE Financial Group, LLC | 3.46% | Reduce -7.4% | 141,681 | $12.4M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +12.6% | 141,525 | $12.3M |
| Strategic Planning Group, LLC | 2.38% | Add +9.8% | 139,727 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.5% | 137,624 | $12.0M |
| Jones Financial Companies LLLP | 0.01% | Add +39.3% | 137,616 | $12.0M |
| Arlington Financial Advisors, LLC | 2.10% | Reduce -10.6% | 137,253 | $12.0M |
| Tower Wealth Partners, Inc. | 6.32% | Add +0.8% | 135,647 | $11.8M |
| Greenup Street Wealth Management LLC | 2.31% | Add +70.5% | 133,492 | $11.6M |
| Compass Ion Advisors, LLC | 1.36% | Add +1.0% | 132,420 | $11.5M |
| Stephens Inc. | 0.17% | Add +6.5% | 131,741 | $11.5M |
| Bison Wealth, LLC | 1.06% | Add +18.7% | 131,267 | $11.4M |
| SFG Wealth Management, LLC. | 5.55% | Add +0.8% | 130,274 | $11.4M |
| Nottingham Advisors, Inc. | 1.73% | Add +8.4% | 129,859 | $11.3M |
| BetterWealth, LLC | 3.16% | Add +10.0% | 129,005 | $11.2M |
| Drake & Associates, LLC | 3.16% | Add +3.4% | 128,988 | $11.2M |
| Allworth Financial LP | 0.06% | Reduce -4.4% | 133,676 | $11.1M |
| REAP Financial Group, LLC | 2.72% | Add +11.4% | 126,159 | $11.0M |
| Clarus Group, Inc. | 4.25% | Reduce -6.7% | 125,474 | $10.9M |
| Apeiron RIA LLC | 3.29% | Add +1.2% | 124,849 | $10.9M |
| Poinciana Advisors Group, LLC | 11.26% | Add +9.4% | 124,667 | $10.9M |
| Wealthcare Advisory Partners LLC | 0.29% | Reduce -5.7% | 124,518 | $10.9M |
| Symmetry Partners, LLC | 1.47% | Add +30.1% | 120,871 | $10.5M |
| Advisory Services Network, LLC | 0.20% | Add +10.8% | 120,348 | $10.5M |
| HUB Investment Partners, LLC | 0.42% | Add +4.2% | 119,635 | $10.4M |
| Insight Wealth Strategies, LLC | 1.40% | Reduce -2.2% | 119,616 | $10.4M |
| Revolve Wealth Partners, LLC | 1.51% | Add +8.9% | 119,505 | $10.4M |
| Willow Creek Wealth Management Inc. | 1.01% | Add +13.6% | 119,486 | $10.4M |
| Aprio Wealth Management, LLC | 1.29% | Reduce -20.5% | 117,811 | $10.3M |
| Kavar Capital Partners Group, LLC | 1.71% | Add +3.7% | 117,574 | $10.2M |
| Libra Wealth LLC | 3.84% | Add +22.9% | 117,549 | $10.2M |
| Quantum Financial Advisors, LLC | 1.52% | Add +17.4% | 117,130 | $10.2M |
| Arq Wealth Advisors, LLC | 3.76% | Add +5.3% | 116,241 | $10.1M |
| WealthCollab, LLC | 6.25% | Add +7.5% | 115,620 | $10.1M |
| Financial Advocates Investment Management | 0.70% | Add +6.3% | 115,013 | $10.0M |
| Simplicity Wealth,LLC | 0.77% | New | 113,132 | $9.9M |
| First Merchants Corp. | 0.39% | New | 112,315 | $9.8M |
| Porter White Investment Advisors, Inc. | 4.83% | Add +4.8% | 111,885 | $9.8M |
| Brady Martz Wealth Solutions, LLC | 2.18% | Reduce -1.4% | 110,617 | $9.6M |
| Cerro Pacific Wealth Advisors LLC | 3.12% | Add +4.3% | 99,588 | $9.6M |
| Bull Oak Capital, LLC | 5.23% | Reduce -11.1% | 110,120 | $9.6M |
| Nwam LLC | 0.82% | Reduce -8.7% | 109,271 | $9.5M |
| Echo Wealth Management, LLC | 6.42% | Add +6.7% | 108,956 | $9.5M |
| Heritage Financial Services, LLC | 0.94% | New | 108,935 | $9.5M |
| Hamilton Point Investment Advisors, LLC | 1.68% | Add +1.4% | 107,012 | $9.3M |
| Stokes Family Office, LLC | 1.05% | Reduce -6.0% | 106,900 | $9.3M |
| Bowman & Co S.C. | 4.57% | New | 106,191 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -2.7% | 106,138 | $9.3M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -2.7% | 106,138 | $9.3M |
| Austin Asset Management Co Inc | 2.02% | Reduce -6.2% | 105,723 | $9.2M |
| Private Wealth Management Group, LLC | 3.39% | Add +20.9% | 105,245 | $9.2M |
| Certified Advisory Corp | 1.03% | Add +34.2% | 104,394 | $9.1M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -4.7% | 103,780 | $9.0M |
| Ancora Advisors LLC | 0.20% | Add +19.3% | 103,244 | $9.0M |
| Planned Solutions, Inc. | 3.68% | Add +2.5% | 103,011 | $9.0M |
| Regimen Wealth, LLC | 2.87% | Add +2.4% | 102,394 | $8.9M |
| Silver Oak Securities, Incorporated | 0.83% | Add +2.9% | 101,887 | $8.9M |
| Sax Wealth Advisors, LLC | 0.63% | Add +16.7% | 101,530 | $8.9M |
| Midwest Financial Group LLC | 5.14% | Add +8.5% | 101,489 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -6.8% | 100,596 | $8.8M |
| SkyOak Wealth, LLC | 1.92% | Add +34.4% | 100,444 | $8.8M |
| Ameritas Advisory Services, LLC | 0.35% | Add +7.3% | 93,349 | $8.7M |
| Carr Financial Group Corp | 2.85% | Add +0.7% | 99,835 | $8.7M |
| Financial Futures Ltd Liability Co. | 4.80% | Add +1.5% | 97,121 | $8.5M |
| BWM Planning, LLC | 3.58% | Add +17.1% | 96,922 | $8.4M |
| Venture Visionary Partners LLC | 0.35% | Add +1.3% | 95,951 | $8.4M |
| Convergence Financial, LLC | 1.63% | Add +1.0% | 95,414 | $8.3M |
| FAS Wealth Partners, Inc. | 0.67% | Add +1.4% | 94,718 | $8.3M |
| Alliance Wealth Advisors, LLC | 4.83% | Add +3.6% | 94,278 | $8.2M |
| Three Cord True Wealth Management, LLC | 7.04% | Add +6.1% | 94,158 | $8.2M |
| Farther Finance Advisors, LLC | 0.21% | Add +51.2% | 92,616 | $8.1M |
| Daymark Wealth Partners, LLC | 0.35% | Add +14.2% | 92,794 | $8.1M |
| True Wealth Design, LLC | 3.08% | Reduce -1.3% | 92,622 | $8.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.30% | Add +9.9% | 103,361 | $8.1M |
| Proathlete Wealth Management LLC | 2.91% | Add +10.1% | 91,585 | $8.0M |
| Centaurus Financial, Inc. | 0.48% | Add +2.8% | 91,262 | $8.0M |
| Dakota Wealth Management | 0.19% | Reduce -2.4% | 91,133 | $7.9M |
| McIlrath & Eck, LLC | 0.97% | Add +15.3% | 90,363 | $7.9M |
| Greenwich Wealth Management LLC | 0.60% | Add +11.7% | 90,349 | $7.9M |
| Atlanta Consulting Group Advisors, LLC | 2.29% | Add +9.4% | 90,117 | $7.9M |
| Iron Horse Wealth Management, LLC | 2.51% | New | 89,755 | $7.8M |
| Integrated Capital Management, LLC | 4.28% | Add +4.8% | 89,246 | $7.8M |
| Family Wealth Partners, LLC | 3.55% | Add +8.6% | 89,148 | $7.8M |
| Klaas Financial Asset Advisors, LLC | 1.33% | Add +1.2% | 88,528 | $7.7M |
| Trace Wealth Advisors, LLC | 6.78% | Add +2.2% | 87,300 | $7.6M |
| Diversify Wealth Management, LLC | 0.56% | Add +18.0% | 90,910 | $7.6M |
| Caliber Wealth Management, LLC / KS | 1.02% | — | 86,080 | $7.5M |
| Journey Strategic Wealth LLC | 0.26% | Add +7.2% | 86,080 | $7.5M |
| Shotwell Rutter Baer Inc | 6.60% | Add +2.4% | 95,978 | $7.5M |
| USAdvisors Wealth Management, LLC | 2.55% | Add +3.6% | 83,923 | $7.3M |
| Watts Gwilliam & Co., LLC | 1.58% | Add +5.1% | 83,783 | $7.3M |
| Cooper Financial Group | 0.96% | Add +3.6% | 83,497 | $7.3M |
| Oak Wealth Advisors LLC | 5.37% | Add +3.6% | 83,331 | $7.3M |
| Avaii Wealth Management, LLC | 3.84% | Add +5.5% | 82,448 | $7.2M |
| KPP Advisory Services LLC | 1.36% | Add +32.8% | 81,904 | $7.1M |
| Concord Wealth Partners | 1.17% | New | 81,542 | $7.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.66% | Add +2.6% | 80,107 | $7.0M |
| Global Strategic Investment Solutions, LLC | 0.80% | Add +43.8% | 79,134 | $6.9M |
| Aveo Capital Partners, LLC | 1.12% | Reduce -2.7% | 79,835 | $6.7M |
| Trilogy Capital Inc. | 0.35% | Add +7.1% | 77,265 | $6.7M |
| Concord Asset Management, LLC | 1.48% | New | 82,388 | $6.7M |
| Islay Capital Management, LLC | 4.57% | Add +32.0% | 76,993 | $6.7M |
| Navalign, LLC | 1.91% | Add +3.9% | 76,676 | $6.7M |
| Herold Advisors, Inc. | 1.45% | Add +2.9% | 75,690 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -26.2% | 75,290 | $6.6M |
| Collaborative Wealth Managment Inc. | 3.06% | Add +2.7% | 75,169 | $6.6M |
| IAM Advisory, LLC | 1.69% | Reduce -2.0% | 74,704 | $6.5M |
| Voisard Asset Management Group, Inc. | 1.90% | Add +52.6% | 74,441 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +18.0% | 73,960 | $6.4M |
| Citadel Advisors | 0.01% | Add +16.3% | 73,919 | $6.4M |
| Lutz Financial Services LLC | 0.53% | Reduce -2.5% | 73,835 | $6.4M |
| Burk Holdings LLC | 4.84% | Add +8.7% | 73,615 | $6.4M |
| Wedmont Private Capital | 0.33% | Reduce -4.8% | 80,941 | $6.4M |
| Bayshore Asset Management, LLC | 3.18% | Add +1.0% | 73,263 | $6.4M |
| Yardley Wealth Management LLC | 3.74% | Reduce -15.8% | 72,898 | $6.4M |
| Parkshore Wealth Management, Inc. | 3.68% | Add +11.3% | 72,664 | $6.3M |
| HMV Wealth Advisors, LLC | 5.02% | Add +31.4% | 72,645 | $6.3M |
| Perigon Wealth Management, LLC | 0.16% | Add +7.4% | 72,256 | $6.3M |
| Waterfront Wealth Inc. | 1.51% | Add +39.0% | 70,987 | $6.2M |
| Arcadia Wealth Management, Inc. | 4.79% | Add +11.6% | 70,516 | $6.1M |
| First National Bank Sioux Falls | 2.49% | Add +7.9% | 70,484 | $6.1M |
| BSW Wealth Partners | 0.93% | Reduce -0.5% | 70,049 | $6.1M |
| Integrity Wealth Solutions LLC | 3.31% | Add +2.2% | 70,019 | $6.1M |
| &partners | 0.06% | Reduce -32.7% | 69,101 | $6.0M |
| PCG Wealth Advisors, LLC | 2.11% | Reduce -4.1% | 69,216 | $6.0M |
| Earned Wealth Advisors, LLC | 1.32% | Add +4.7% | 69,196 | $6.0M |
| Tiaa Trust, National Association | 0.02% | Add +1.7% | 69,022 | $6.0M |
| NCM Capital Management, LLC | 2.70% | Add +2.5% | 68,942 | $6.0M |
| Provident Wealth Management, LLC | 2.03% | Add +913.0% | 67,672 | $5.9M |
| Blue Investment Partners LLC | 2.19% | Reduce -0.6% | 66,882 | $5.8M |
| Lifestyle Asset Management, Inc. | 3.19% | Reduce -49.8% | 66,520 | $5.8M |
| Midwest Heritage Bank, FSB | 2.38% | Add +12.8% | 66,234 | $5.8M |
| Gateway Wealth Partners, LLC | 1.30% | Add +12.2% | 66,123 | $5.8M |
| Intergy Private Wealth, LLC | 2.19% | Add +2.4% | 66,117 | $5.8M |
| Foster & Motley Inc. | 0.36% | Add +16.2% | 65,251 | $5.7M |
| Tortoise Investment Management, LLC | 0.59% | Reduce -7.0% | 64,845 | $5.7M |
| Higgins & Schmidt Wealth Strategies LLC | 3.32% | Add +11.9% | 64,515 | $5.6M |
| Rainey & Randall Wealth Advisors Inc. | 1.10% | Add +2.4% | 64,386 | $5.6M |
| Widmann Financial Services, Inc. | 4.34% | Add +3.6% | 64,095 | $5.6M |
| Moneco Advisors, LLC | 0.57% | Add +100.3% | 63,298 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +53.8% | 62,820 | $5.5M |
| Slagle Financial, LLC | 2.42% | Add +27.3% | 62,489 | $5.4M |
| Visionary Horizons, LLC | 3.80% | Reduce -21.1% | 61,838 | $5.4M |
| Mutual Advisors, LLC | 0.15% | Add +2.9% | 64,774 | $5.4M |
| Dogwood Wealth Management LLC | 2.81% | Add +7.0% | 61,257 | $5.3M |
| White Pine Investment CO | 1.44% | Add +2.8% | 61,169 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +6.2% | 60,819 | $5.3M |
| CVA Family Office, LLC | 0.81% | Add +15.4% | 60,738 | $5.3M |
| Capstone Wealth Management, LLC | 5.27% | Add +3.8% | 60,735 | $5.3M |
| Relyea Zuckerberg Hanson LLC | 0.70% | Add +2.2% | 59,942 | $5.2M |
| Del-Sette Capital Management, LLC | 4.10% | Reduce -14.3% | 59,919 | $5.2M |
| Golden Bell Financial Planning LLC | 5.06% | Add +5.7% | 59,785 | $5.2M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +4.1% | 58,516 | $5.1M |
| Elevate Wealth Advisory, Inc. | 3.60% | Reduce -9.3% | 58,355 | $5.1M |
| ERn Financial, LLC | 0.80% | Add +1.9% | 57,821 | $5.0M |
| Smith, Moore & Co. | 0.46% | Reduce -24.3% | 57,429 | $5.0M |
| Exchange Traded Concepts, LLC | 0.09% | Add +28.9% | 57,404 | $5.0M |
| Community Bank, N.A. | 0.67% | Add +96.7% | 57,355 | $5.0M |
| ProVise Management Group, LLC | 0.42% | Add +8.3% | 56,643 | $4.9M |
| Freestate Advisors LLC | 4.84% | Add +200.9% | 56,004 | $4.9M |
| Jackson Thornton Wealth Management, LLC | 0.65% | Add +195.7% | 60,559 | $4.9M |
| Prosperity Planning, Inc. | 2.19% | Add +16.3% | 55,698 | $4.9M |
| Passive Capital Management, LLC. | 1.52% | Reduce -0.2% | 55,180 | $4.8M |
| Level Four Advisory Services, LLC | 0.20% | Add +3.5% | 54,724 | $4.8M |
| Team Financial Group, LLC | 2.75% | Add +38.4% | 54,692 | $4.8M |
| Castle Wealth Management LLC | 1.86% | Add +2.4% | 54,408 | $4.7M |
| Beta Wealth Group, Inc. | 1.66% | New | 53,168 | $4.6M |
| AQR Capital Management | 0.00% | Add +20.7% | 53,020 | $4.6M |
| CoreFirst Bank & Trust | 2.97% | Add +3.6% | 53,006 | $4.6M |
| Stone Summit Wealth LLC | 1.55% | Reduce -3.1% | 52,594 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Add +11.5% | 52,355 | $4.6M |
| Enzi Wealth | 1.83% | Add +7.9% | 54,477 | $4.5M |
| Running Point Capital Advisors, LLC | 1.43% | Reduce -4.3% | 51,685 | $4.5M |
| Visionary Wealth Advisors | 0.27% | Reduce -12.9% | 51,671 | $4.5M |
| Traphagen Investment Advisors LLC | 0.47% | Reduce -90.2% | 51,564 | $4.5M |
| Sterneck Capital Management, LLC | 2.43% | Add +1.0% | 51,455 | $4.5M |
| SC&H Financial Advisors, Inc. | 0.88% | Reduce -1.7% | 51,228 | $4.5M |
| LexAurum Advisors, LLC | 0.86% | Reduce -3.4% | 50,990 | $4.4M |
| Liberty Capital Management, Inc. | 0.97% | Add +2.7% | 50,153 | $4.4M |
| Diversified Portfolios, Inc. | 0.46% | Add +4.0% | 49,817 | $4.3M |
| Liberty One Investment Management, LLC | 0.44% | Reduce -2.9% | 49,551 | $4.3M |
| WorthPointe, LLC | 1.96% | Add +1.4% | 49,264 | $4.3M |
| Cahill Financial Advisors Inc. | 0.58% | Add +88.8% | 48,720 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.9% | 48,649 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +6.3% | 48,271 | $4.2M |
| Flywheel Private Wealth LLC | 3.83% | Add +15.1% | 48,221 | $4.2M |
| Lindenwold Advisors, INC | 2.34% | New | 48,212 | $4.2M |
| Titleist Asset Management, LLC | 0.49% | Add +3.3% | 48,131 | $4.2M |
| Larson Financial Group LLC | 0.20% | Add +24.8% | 47,760 | $4.2M |
| Cascade Financial Partners, LLC | 0.52% | Add +53.7% | 47,575 | $4.1M |
| Parkworth Wealth Management, Inc. | 3.30% | Add +0.3% | 47,362 | $4.1M |
| Conrad Siegel Investment Advisors, Inc. | 1.05% | Add +1.5% | 46,963 | $4.1M |
| Seed Wealth Management, Inc. | 3.32% | Add +5.1% | 46,765 | $4.1M |
| Tillman Hartley LLC | 1.18% | Add +13.8% | 46,533 | $4.1M |
| Quadcap Wealth Management, LLC | 0.59% | Add +13.7% | 46,270 | $4.0M |
| IFP Advisors, Inc | 0.12% | Reduce -3.9% | 45,981 | $4.0M |
| Orion Capital Management LLC | 1.69% | Reduce -0.3% | 45,949 | $4.0M |
| Elios Financial Group Inc. | 1.97% | Add +1.3% | 45,761 | $4.0M |
| Capital Analysts, LLC | 0.15% | Add +224.4% | 45,495 | $4.0M |
| Heron Bay Capital Management | 0.83% | Add +50.5% | 45,397 | $4.0M |
| Equita Financial Network, Inc. | 1.36% | Add +0.7% | 44,791 | $3.9M |
| Emprise Bank | 2.08% | Add +80.1% | 44,636 | $3.9M |
| BlueStem Wealth Partners, LLC | 0.53% | Reduce -5.8% | 44,489 | $3.9M |
| Westside Investment Management, Inc. | 0.81% | Add +38.0% | 43,504 | $3.8M |
| AlphaCore Capital LLC | 0.32% | New | 43,451 | $3.8M |
| Northland Capital Management LLC | 2.56% | Add +1.7% | 43,369 | $3.8M |
| Mayfair Advisory Group, LLC | 2.18% | Add +11.5% | 43,275 | $3.8M |
| Accredited Investor Services, LLC | 3.15% | Add +3.7% | 43,193 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -14.5% | 43,100 | $3.8M |
| Canvas Wealth Advisors, LLC | 0.94% | Add +3.8% | 45,237 | $3.7M |
| Physician Wealth Solutions Inc. | 1.81% | Add +5.5% | 41,415 | $3.6M |
| Sylvest Advisors, LLC | 2.18% | Add +3.4% | 40,091 | $3.5M |
| Zhang Financial LLC | 0.18% | Add +93.0% | 39,529 | $3.4M |
| Telos Capital Management, Inc. | 0.37% | Add +4.2% | 39,268 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +13.5% | 38,937 | $3.4M |
| Plum Street Advisors, LLC | 1.63% | Add +20.9% | 38,814 | $3.4M |
| Squire Investment Management Company, LLC | 1.40% | Add +76.9% | 38,592 | $3.4M |
| RVW Wealth, LLC | 0.32% | Reduce -85.2% | 38,495 | $3.4M |
| WESPAC Advisors SoCal, LLC | 0.86% | Reduce -73.8% | 38,057 | $3.3M |
| ORBA Wealth Advisors, L.L.C. | 1.65% | Reduce -1.0% | 37,458 | $3.3M |
| Apella Capital, LLC | 0.11% | Reduce -0.7% | 39,759 | $3.3M |
| Fidelis Capital Partners, LLC | 0.34% | Add +75.8% | 38,705 | $3.2M |
| Aerodigm Wealth, LLC | 1.76% | Add +105.8% | 36,176 | $3.2M |
| Silver Oak Wealth Advisors Services, LLC | 2.81% | Add +5.5% | 36,135 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.99% | Reduce -10.2% | 35,705 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +147.9% | 35,677 | $3.1M |
| Frontier Asset Management, LLC | 0.89% | New | 35,368 | $3.1M |
| Vawter Financial, Ltd. | 1.72% | Add +45.8% | 35,191 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -24.3% | 35,033 | $3.1M |
| Premier Path Wealth Partners, LLC | 0.47% | Add +0.3% | 34,759 | $3.0M |
| Cloud Capital Management, LLC | 2.11% | — | 34,154 | $3.0M |
| Peirce Capital Management, LLC | 1.47% | Add +30.4% | 34,140 | $3.0M |
| IMA Advisory Services, Inc. | 0.35% | Reduce -1.1% | 34,087 | $3.0M |
| IHT Wealth Management, LLC | 0.09% | Reduce -10.0% | 34,033 | $3.0M |
| Good Life Advisors, LLC | 0.20% | Add +5.0% | 33,020 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -33.9% | 32,539 | $2.8M |
| Pasadena Private Wealth, LLC | 0.54% | Reduce -4.5% | 31,911 | $2.8M |
| Beacon Financial Group | 0.30% | Reduce -12.8% | 31,453 | $2.7M |
| Curio Wealth, LLC | 1.43% | Reduce -98.8% | 336 | $2.7M |
| CSS LLC | 0.54% | No change | 31,100 | $2.7M |
| JDH Wealth Management, LLC | 2.32% | Add +34.5% | 30,989 | $2.7M |
| Dopkins Wealth Management, LLC | 1.35% | Reduce -0.5% | 30,550 | $2.7M |
| Sigma Planning Corp | 0.08% | Reduce -3.7% | 30,223 | $2.6M |
| Navigoe, LLC | 2.28% | Add +64.3% | 30,151 | $2.6M |
| Benningfield Financial Advisors, LLC | 2.52% | New | 30,133 | $2.6M |
| Pacific Asset Management, LLC | 2.35% | Add +6.3% | 30,097 | $2.6M |
| L.K. Benson & Company, P.C. | 1.81% | Reduce -1.3% | 30,050 | $2.6M |
| Aspire Capital Advisors LLC | 0.78% | Reduce -49.6% | 30,038 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | Add +8.1% | 29,750 | $2.6M |
| Axxcess Wealth Management, LLC | 0.07% | Add +2.1% | 29,737 | $2.6M |
| Cardiff Park Advisors, LLC | 0.25% | Reduce -1.1% | 29,530 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.62% | Add +2.0% | 29,333 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +505.2% | 29,267 | $2.6M |
| Avant Financial Advisors LLC | 2.31% | Reduce -7.0% | 29,166 | $2.5M |
| DBK Financial Counsel, LLC | 2.55% | Reduce -0.6% | 29,154 | $2.5M |
| Holcombe Financial, Inc. | 2.11% | Add +5.8% | 29,119 | $2.5M |
| TFB Advisors LLC | 0.73% | Reduce -6.2% | 28,984 | $2.5M |
| Renaissance Technologies | 0.00% | Add +149.1% | 28,900 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.66% | Add +12.1% | 28,845 | $2.5M |
| Heritage Wealth Management, Inc. | 0.85% | Add +2.6% | 28,807 | $2.5M |
| Safe Harbor Fiduciary, LLC | 2.56% | Reduce -1.8% | 28,427 | $2.5M |
| Cozad Asset Management Inc. | 0.25% | Reduce -5.5% | 28,370 | $2.5M |
| EnRich Financial Partners LLC | 0.82% | Add +23.4% | 27,874 | $2.4M |
| Tranquility Partners, LLC | 0.94% | Add +1.4% | 27,848 | $2.4M |
| Foundry Financial Group, Inc. | 1.49% | Reduce -14.6% | 27,781 | $2.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -58.8% | 27,661 | $2.4M |
| FMB Wealth Management | 1.29% | Add +3.5% | 26,693 | $2.3M |
| Independence Bank of Kentucky | 0.36% | Reduce -0.4% | 26,420 | $2.3M |
| Bridgewealth Advisory Group, LLC | 3.02% | Reduce -24.1% | 26,315 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +37.9% | 26,225 | $2.3M |
| BigSur Wealth Management LLC | 0.62% | Reduce -1.8% | 26,108 | $2.3M |
| Cornerstone Management, Inc. | 0.43% | Add +3.6% | 26,090 | $2.3M |
| Level Financial Advisors | 0.77% | Add +4.7% | 26,057 | $2.3M |
| Goldstone Financial Group, LLC | 0.34% | Reduce -18.3% | 25,943 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 25,936 | $2.3M |
| Independent Advisor Alliance | 0.07% | Reduce -65.2% | 25,898 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -10.8% | 25,814 | $2.3M |
| LJI Wealth Management, LLC | 0.45% | Add +4.8% | 25,742 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +2.5% | 25,714 | $2.2M |
| Faithward Advisors, LLC | 0.39% | Add +13.7% | 25,641 | $2.2M |
| Puff Wealth Management, LLC | 3.92% | Reduce -0.6% | 25,156 | $2.2M |
| Austin Wealth Management, LLC | 0.44% | Add +20.1% | 26,684 | $2.2M |
| Meadow Creek Wealth Advisors LLC | 1.62% | Add +4.2% | 24,923 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Reduce -5.8% | 24,697 | $2.2M |
| Sovran Advisors, LLC | 0.28% | Reduce -12.6% | 26,830 | $2.2M |
| Versant Capital Management, Inc | 0.36% | No change | 24,741 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -1.6% | 24,699 | $2.2M |
| SOL Capital Management CO | 0.23% | Add +4.6% | 24,396 | $2.1M |
| CAP Partners, LLC | 1.54% | Add +66.7% | 24,310 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Add +22.3% | 24,298 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.2% | 24,055 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +27.7% | 23,859 | $2.1M |
| Legacy Financial Strategies, LLC | 0.45% | Reduce -21.0% | 23,857 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.30% | Reduce -62.1% | 23,767 | $2.1M |
| RDA Financial Network | 0.61% | Add +2.1% | 23,606 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +8.0% | 23,517 | $2.1M |
| McLean Asset Management Corp | 0.68% | Reduce -10.7% | 27,259 | $2.0M |
| L2 Asset Management, LLC | 0.42% | New | 23,326 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +18.2% | 23,314 | $2.0M |
| Courier Capital LLC | 0.13% | Add +137.8% | 23,083 | $2.0M |
| Bank of Montreal | 0.00% | Add +50.3% | 22,352 | $1.9M |
| Mgo One Seven LLC | 0.08% | Add +5.5% | 22,190 | $1.9M |
| Centerpoint Advisory Group | 1.90% | Reduce -0.4% | 22,154 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +10.8% | 21,948 | $1.9M |
| MN Wealth Advisors, LLC | 1.12% | Reduce -17.5% | 21,871 | $1.9M |
| Quadrature Capital Ltd | 0.04% | New | 21,683 | $1.9M |
| Haven Private, LLC | 1.07% | Add +9.6% | 21,651 | $1.9M |
| World Investment Advisors | 0.05% | New | 21,559 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +48.9% | 21,487 | $1.9M |
| Paragon Capital Management Ltd | 0.38% | Add +23.3% | 21,372 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -4.5% | 21,306 | $1.9M |
| KWB Wealth | 0.22% | Reduce -0.5% | 19,131 | $1.8M |
| New Millennium Group LLC | 1.21% | Add +5.4% | 21,157 | $1.8M |
| Claris Advisors, LLC / Mo / | 0.68% | Add +141.7% | 20,802 | $1.8M |
| Boyum Wealth Architects LLC | 1.74% | — | 20,506 | $1.8M |
| XY Planning Network, Inc. | 1.18% | Add +3.9% | 20,355 | $1.8M |
| Friday Financial | 1.06% | Add +45.5% | 19,860 | $1.8M |
| Heritage Wealth Management, Inc. | 1.50% | Add +7.0% | 20,142 | $1.8M |
| Lam Group, Inc. | 1.29% | Reduce -23.7% | 20,140 | $1.8M |
| Stegent Equity Advisors, Inc. | 1.77% | Add +38.8% | 20,075 | $1.7M |
| Seaside Wealth Management, Inc. | 0.62% | Add +114.3% | 19,867 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.75% | Add +2.0% | 19,865 | $1.7M |
| Atala Financial Inc | 1.26% | Add +4.5% | 19,799 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Add +7.8% | 19,596 | $1.7M |
| Proactive Wealth Strategies LLC | 0.90% | Add +31.2% | 19,300 | $1.7M |
| Greenspring Advisors, LLC | 0.39% | Add +13.6% | 18,617 | $1.6M |
| Summit X, LLC | 0.34% | Add +10.8% | 18,569 | $1.6M |
| Arbor Wealth Advisors LLC | 1.43% | Add +32.0% | 18,355 | $1.6M |
| Fortis Capital Management LLC | 0.30% | Add +0.3% | 17,850 | $1.6M |
| Milestone Asset Management Group, LLC | 1.40% | Add +0.6% | 17,708 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Reduce -1.3% | 17,495 | $1.5M |
| CRA Financial Services, LLC | 0.26% | Add +0.3% | 17,410 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +22.7% | 17,286 | $1.5M |
| EWG Elevate Inc. | 0.57% | Add +3.0% | 17,239 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -12.2% | 17,102 | $1.5M |
| Sachetta, LLC | 0.61% | Add +5.7% | 17,081 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.37% | Add +219.3% | 17,031 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +400.0% | 17,000 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +44.5% | 16,895 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +80.5% | 16,869 | $1.5M |
| JNBA Financial Advisors | 0.15% | Reduce -18.9% | 16,775 | $1.5M |
| Clark Asset Management, LLC | 0.24% | Add +174.6% | 16,725 | $1.5M |
| Rockwood Wealth Management, LLC | 0.15% | Add +4.4% | 16,707 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -5.1% | 16,656 | $1.5M |
| Insight Wealth Partners, LLC | 0.87% | Reduce -0.4% | 16,621 | $1.4M |
| Forum Financial Management, LP | 0.02% | New | 16,297 | $1.4M |
| Total Wealth Planning, LLC | 0.22% | Reduce -0.8% | 16,267 | $1.4M |
| Sheets Smith Wealth Management | 0.18% | Add +15.4% | 16,245 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | Add +264.7% | 16,225 | $1.4M |
| Factor Wealth Management LTD | 0.43% | Add +2.4% | 16,217 | $1.4M |
| Annex Advisory Services, LLC | 0.04% | Reduce -23.6% | 15,598 | $1.4M |
| Leading Edge Financial Planning LLC | 0.42% | Add +1.3% | 15,386 | $1.3M |
| Priebe Wealth Holdings LLC | 0.83% | Reduce -40.0% | 15,360 | $1.3M |
| Kaufman Rossin Wealth, LLC | 0.95% | Add +172.9% | 15,321 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Add +12.6% | 15,201 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +263.3% | 14,918 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +152.0% | 15,008 | $1.3M |
| GEM Asset Management, LLC | 0.73% | Add +0.4% | 14,946 | $1.3M |
| Mattern Wealth Management LLC | 0.29% | Reduce -26.8% | 14,990 | $1.3M |
| Peak Planning Group, LLC | 0.52% | Reduce -7.0% | 14,286 | $1.2M |
| Vista Investment Partners LLC | 0.38% | New | 14,285 | $1.2M |
| Longview Financial Advisors, Inc. | 1.07% | Reduce -77.4% | 14,281 | $1.2M |
| Almanack Investment Partners, LLC. | 0.24% | Reduce -19.9% | 14,150 | $1.2M |
| Apollon Financial, LLC | 0.29% | Add +3.5% | 14,092 | $1.2M |
| Asset Dedication, LLC | 0.10% | Add +0.3% | 14,017 | $1.2M |
| Guidance Capital, Inc. | 0.37% | Add +12.0% | 14,019 | $1.2M |
| Transcendent Capital Group LLC | 0.66% | Add +5.9% | 13,562 | $1.2M |
| Able Wealth Management LLC | 0.70% | Add +6.3% | 13,509 | $1.2M |
| Fiduciary Advisors, Inc. | 1.16% | Add +9.9% | 13,465 | $1.2M |
| Signal Advisors Wealth, LLC | 0.11% | Add +6.1% | 13,448 | $1.2M |
| Trajan Wealth LLC | 0.06% | Reduce -0.2% | 13,284 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.99% | Reduce -0.2% | 13,242 | $1.2M |
| Bokf, NA | 0.02% | Add +5.8% | 13,241 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.72% | Reduce -0.8% | 13,176 | $1.1M |
| Harbour Investment Management LLC | 0.52% | Reduce -1.2% | 13,109 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +7.3% | 12,994 | $1.1M |
| Nixon Peabody Trust Co. | 0.09% | New | 12,700 | $1.1M |
| Capital Wealth Alliance, LLC | 0.66% | Reduce -27.0% | 12,684 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +0.5% | 12,550 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +77.2% | 12,473 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +4.4% | 12,415 | $1.1M |
| Debussy Capital Management LP | 0.17% | Add +4.1% | 12,329 | $1.1M |
| First Financial Corp. | 0.52% | Reduce -5.9% | 12,240 | $1.1M |
| Argent Trust Co | 0.04% | Add +39.6% | 12,146 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -1.9% | 12,106 | $1.1M |
| HBW Advisory Services LLC | 0.15% | Add +4.5% | 12,069 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -10.0% | 12,023 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -4.0% | 11,943 | $1.0M |
| Middleton & Co. Inc. | 0.12% | Add +3.7% | 11,936 | $1.0M |
| Redmont Wealth Advisors LLC | 2.01% | Add +9.0% | 11,814 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Add +78.4% | 11,706 | $1.0M |
| Strategic Advisors LLC | 0.20% | Reduce -1.4% | 11,608 | $1.0M |
| Endeavor Private Wealth, Inc. | 0.54% | Add +12.3% | 11,420 | $995K |
| Nova R Wealth, Inc. | 0.49% | Add +0.3% | 11,412 | $995K |
| PFC Capital Group, Inc. | 0.50% | New | 11,305 | $985K |
| Fortress Wealth Management, Inc. | 0.51% | New | 11,272 | $983K |
| Gradient Capital Advisors, LLC | 0.32% | No change | 11,241 | $980K |
| Ironwood Financial, llc | 0.21% | Add +23.3% | 11,215 | $978K |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -13.3% | 10,985 | $958K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -19.1% | 10,854 | $946K |
| Jacobi Capital Management LLC | 0.07% | Reduce -6.8% | 10,796 | $941K |
| Rialto Wealth Management, LLC | 0.30% | Add +145.3% | 10,788 | $940K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -84.4% | 10,272 | $895K |
| Prospera Capital Management, LLC | 0.57% | Reduce -9.0% | 10,070 | $878K |
| CGN Advisors LLC | 0.09% | Add +3.5% | 10,060 | $877K |
| Cornerstone Advisory, LLC | 0.10% | Reduce -45.5% | 10,383 | $877K |
| Arkadios Wealth Advisors | 0.03% | Add +9.3% | 9,943 | $867K |
| Brown Advisory Inc. | 0.00% | Add +16.9% | 9,735 | $849K |
| Northern Trust Corp. | 0.00% | Reduce -24.6% | 9,628 | $839K |
| Quantinno Capital Management LP | 0.01% | Add +72.3% | 9,575 | $835K |
| Hardin Capital Partners, LLC | 0.51% | New | 9,558 | $833K |
| Sequent Asset Management, LLC | 0.46% | Reduce -52.8% | 9,466 | $825K |
| Cornell Pochily Investment Advisors, Inc. | 0.29% | Reduce -1.4% | 9,404 | $820K |
| Integrated Advisors Network LLC | 0.04% | No change | 9,288 | $810K |
| REDW Wealth LLC | 0.30% | Reduce -2.2% | 9,239 | $805K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1048.0% | 9,035 | $788K |
| Claro Advisors Inc. | 0.10% | Reduce -8.7% | 8,372 | $730K |
| Whitaker-Myers Wealth Managers, LTD. | 0.20% | Add +2.4% | 8,321 | $725K |
| OneAscent Financial Services LLC | 0.05% | Reduce -7.1% | 8,299 | $723K |
| Avondale Wealth Management | 0.45% | New | 8,262 | $720K |
| Klingman & Associates, LLC | 0.04% | Add +0.3% | 8,210 | $716K |
| PBMares Wealth Management LLC | 0.14% | Add +23.1% | 8,083 | $705K |
| Caprock Group, LLC | 0.02% | No change | 8,004 | $698K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +38.8% | 7,914 | $689K |
| Childress Capital Advisors, LLC | 0.20% | Add +17.3% | 7,889 | $688K |
| Tenon Financial LLC | 0.42% | Add +15.8% | 7,803 | $680K |
| Kings Path Partners LLC | 0.32% | Add +2.2% | 7,558 | $659K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 7,425 | $647K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -5.4% | 7,335 | $639K |
| NWF Advisory Services Inc. | 0.09% | Reduce -3.5% | 7,318 | $638K |
| Camarda Financial Advisors, LLC | 0.28% | New | 7,232 | $630K |
| Crosspoint Financial, LLC | 1.82% | — | 7,202 | $628K |
| Ullmann Wealth Partners Group, LLC | 0.08% | New | 7,169 | $625K |
| M Wealth Management, LLC | 0.58% | No change | 7,130 | $622K |
| Bank of New York Mellon Corp | 0.00% | Add +22.7% | 7,107 | $619K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.1% | 7,055 | $615K |
| Lido Advisors, LLC | 0.00% | Add +48.2% | 6,949 | $606K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -9.4% | 6,931 | $604K |
| DHK Financial Advisors, Inc. | 0.33% | Add +0.4% | 6,889 | $601K |
| US Bancorp \de | 0.00% | Add +239.6% | 6,886 | $600K |
| Leavell Investment Management, Inc. | 0.03% | Add +27.3% | 6,839 | $596K |
| Abacus Planning Group, Inc. | 0.10% | Add +9.1% | 6,835 | $596K |
| Bridgewater Advisors Inc. | 0.05% | New | 7,083 | $592K |
| Legacy Financial Group, Inc. | 0.19% | Reduce -0.3% | 6,739 | $587K |
| Consolidated Portfolio Review Corp | 0.09% | Add +8.0% | 6,718 | $586K |
| CogentBlue Wealth Advisors, LLC | 0.51% | Reduce -23.4% | 6,707 | $585K |
| Independent Financial Group, LLC | 0.02% | Add +2.3% | 6,655 | $580K |
| Clear Creek Financial Management, LLC | 0.06% | New | 6,627 | $578K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -4.7% | 6,538 | $570K |
| Lion Street Advisors, LLC | 0.18% | Add +2.1% | 6,488 | $566K |
| Entrewealth, LLC | 0.43% | Add +26.4% | 6,461 | $563K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -47.3% | 6,423 | $560K |
| Continuum Advisory, LLC | 0.07% | Reduce -92.6% | 6,410 | $559K |
| Intelligent Financial Strategies | 0.29% | No change | 6,381 | $556K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 6,295 | $549K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Add +90.6% | 6,169 | $538K |
| Total Clarity Wealth Management, Inc. | 0.17% | No change | 5,531 | $534K |
| Kelleher Financial Advisors | 0.21% | Reduce -0.5% | 6,059 | $528K |
| Arista Wealth Management, LLC | 0.13% | Reduce -1.8% | 6,058 | $528K |
| Drive Wealth Management, LLC | 0.12% | Add +64.6% | 6,050 | $527K |
| RCS Financial Planning, LLC | 0.28% | Reduce -0.1% | 6,038 | $526K |
| Boyce & Associates Wealth Consulting, Inc. | 0.53% | Add +15.3% | 6,030 | $526K |
| Ariadne Wealth Management, LP | 0.27% | New | 6,064 | $525K |
| Kraft Asset Management, LLC | 0.48% | New | 5,975 | $521K |
| Triune Financial Partners, LLC | 0.16% | Add +0.4% | 5,922 | $516K |
| Pitti Group Wealth Management, LLC | 0.52% | Reduce -5.2% | 5,838 | $509K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,828 | $508K |
| Magnolia Private Wealth, LLC | 0.43% | Reduce -26.1% | 5,798 | $505K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,739 | $500K |
| Marshall Wace, LLP | 0.00% | New | 5,689 | $496K |
| Navis Wealth Advisors, LLC | 0.47% | No change | 5,515 | $481K |
| Bannerman Wealth Management Group, LLC | 0.39% | Reduce -10.1% | 5,497 | $479K |
| Mattern Capital Management, LLC | 0.06% | Add +12.8% | 5,473 | $477K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +8.2% | 5,368 | $468K |
| Ieq Capital, LLC | 0.00% | Reduce -23.7% | 5,348 | $466K |
| Oceanside Advisors LLC | 0.34% | Add +2.2% | 5,332 | $465K |
| Fortune Financial Advisors, LLC | 0.40% | New | 5,328 | $464K |
| Tyler-Stone Wealth Management | 0.08% | Add +4.9% | 5,312 | $463K |
| Wealthedge Investment Advisors, LLC | 0.20% | New | 5,196 | $453K |
| Autumn Glory Partners, LLC | 0.22% | New | 5,046 | $440K |
| FMR LLC | 0.00% | Reduce -25.6% | 5,040 | $439K |
| Foundations Investment Advisors, LLC | 0.01% | Add +60.4% | 5,035 | $439K |
| Aptus Capital Advisors, LLC | 0.01% | Add +128.4% | 5,014 | $437K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,000 | $436K |
| Atlas Wealth LLC | 0.23% | No change | 4,934 | $430K |
| Delta Financial Group, Inc. | 0.10% | Add +18.1% | 4,730 | $426K |
| AE Wealth Management LLC | 0.00% | Add +65.7% | 4,870 | $425K |
| Tandem Capital Management Corp. | 0.24% | Add +0.8% | 4,870 | $425K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 4,843 | $422K |
| Baker Ellis Asset Management LLC | 0.06% | Add +10.4% | 4,780 | $417K |
| Signature Resources Capital Management, LLC | 0.35% | Add +582.7% | 4,697 | $409K |
| Archer Investment Management, LLC | 0.28% | Reduce -68.1% | 4,587 | $400K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 4,517 | $394K |
| Brickley Wealth Management | 0.08% | Add +0.2% | 4,381 | $382K |
| Conscious Wealth Investments, LLC | 0.26% | Add +19.9% | 4,409 | $381K |
| Landing Point Financial Group, LLC | 0.29% | Add +60.3% | 4,374 | $381K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.3% | 4,368 | $381K |
| Parkwoods Wealth Partners, LLC | 0.26% | New | 4,349 | $379K |
| Private Trust Co. NA | 0.04% | Reduce -18.1% | 4,329 | $377K |
| StoneX Group Inc. | 0.02% | New | 4,270 | $372K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 4,224 | $368K |
| Signaturefd, LLC | 0.01% | Reduce -14.0% | 4,196 | $366K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -7.8% | 4,189 | $365K |
| Redwood Park Advisors LLC | 0.30% | Reduce -5.0% | 4,122 | $359K |
| Colonial Trust Co / SC | 0.06% | No change | 4,090 | $357K |
| Keel Point, LLC | 0.03% | New | 4,057 | $354K |
| Financial Symmetry Inc | 0.22% | Add +30.4% | 4,043 | $352K |
| Keystone Financial Group | 0.04% | Reduce -18.5% | 4,011 | $350K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -18.0% | 3,959 | $345K |
| Facet Wealth, Inc. | 0.01% | Reduce -25.5% | 4,038 | $343K |
| Fortitude Family Office, LLC | 0.12% | Add +3777.0% | 3,877 | $338K |
| Cora Capital Advisors LLC | 0.16% | Reduce -0.4% | 3,847 | $335K |
| Blue Trust, Inc. | 0.00% | Reduce -8.0% | 3,845 | $335K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 3,822 | $333K |
| BCR Wealth Strategies, LLC | 0.14% | No change | 3,791 | $330K |
| Liberty Wealth Management LLC | 0.06% | Add +0.4% | 3,781 | $330K |
| Commerce Bank | 0.00% | Reduce -7.9% | 3,754 | $327K |
| Spectrum Wealth Advisory Group, LLC | 0.16% | Reduce -91.5% | 3,734 | $326K |
| Parallel Advisors, LLC | 0.01% | Reduce -56.8% | 3,686 | $321K |
| Clearstead Trust, LLC | 0.07% | No change | 3,677 | $321K |
| Asset Allocation Strategies LLC | 0.08% | Add +1.4% | 3,646 | $318K |
| Next Level Private LLC | 0.12% | Add +0.3% | 3,640 | $317K |
| Decker Retirement Planning Inc. | 0.20% | Add +7.9% | 3,640 | $317K |
| KM Capital Management Ltd. | 0.17% | New | 3,616 | $315K |
| Centennial Wealth Advisory LLC | 0.11% | New | 3,610 | $315K |
| Glassman Wealth Services | 0.05% | No change | 3,600 | $314K |
| Pure Portfolios Holdings LLC | 0.11% | Reduce -25.0% | 3,553 | $310K |
| Brighton Jones LLC | 0.01% | Add +23.9% | 3,511 | $306K |
| Signet Financial Management, LLC | 0.04% | Reduce -24.6% | 3,500 | $305K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -96.4% | 3,472 | $303K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 3,461 | $302K |
| Cambridge Financial Group, LLC | 0.13% | Add +8.1% | 3,452 | $301K |
| Cerity Partners LLC | 0.00% | Reduce -30.2% | 3,430 | $299K |
| ARK & TLK Investments, LLC | 0.10% | No change | 3,358 | $293K |
| Stewardship Advisors, LLC | 0.08% | Reduce -48.9% | 3,347 | $292K |
| Grand Wealth Management, LLC | 0.16% | Add +8.6% | 3,321 | $289K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -48.1% | 3,650 | $288K |
| Balboa Wealth Partners | 0.07% | Reduce -14.6% | 3,305 | $288K |
| Assetmark, Inc. | 0.00% | Add +160.9% | 3,279 | $286K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.0% | 3,253 | $284K |
| Trellis Wealth Advisors LLC | 0.14% | Add +5.8% | 3,242 | $283K |
| Aegis Wealth Management LLC | 0.17% | No change | 3,226 | $281K |
| Sculati Wealth Management, LLC | 0.11% | New | 3,201 | $279K |
| Wealthspire Retirement, LLC | 0.02% | Add +32.4% | 3,186 | $278K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -20.6% | 3,132 | $273K |
| Mainsail Asset Management, LLC | 0.18% | Reduce -49.6% | 3,090 | $269K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -22.2% | 3,084 | $269K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,045 | $265K |
| Compound Planning, Inc. | 0.01% | New | 2,957 | $258K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $257K |
| Prosperitas Financial LLC | 0.13% | Reduce -1.6% | 2,942 | $256K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 2,915 | $254K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,903 | $253K |
| Gibraltar Capital Management, Inc. | 0.05% | Add +1.5% | 2,903 | $253K |
| CIBC Private Wealth Group LLC | 0.00% | Add +95.5% | 3,326 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.8% | 2,866 | $250K |
| W.H. Cornerstone Investments Inc. | 0.17% | Reduce -81.0% | 2,863 | $250K |
| GEN Financial Management, INC. | 0.17% | New | 2,830 | $247K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | Reduce -11.5% | 2,829 | $247K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.3% | 2,821 | $246K |
| Cornerstone Capital, Inc. | 0.03% | Reduce -39.7% | 2,804 | $244K |
| Citizens Financial Group Inc. | 0.00% | Reduce -22.5% | 2,801 | $244K |
| Cannon Wealth Management Services, LLC | 0.21% | Reduce -9.1% | 2,842 | $240K |
| Nemes Rush Group LLC | 0.03% | Add +36.4% | 2,675 | $233K |
| Aspiriant, LLC | 0.01% | New | 2,613 | $228K |
| Grant/GrossMendelsohn, LLC | 0.13% | Reduce -31.4% | 2,740 | $228K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,500 | $218K |
| Aspen Investment Management Inc | 0.10% | New | 2,479 | $216K |
| Base Wealth Management LLC | 0.16% | — | 2,449 | $213K |
| Ruedi Wealth Management, Inc. | 0.07% | Reduce -19.4% | 2,439 | $213K |
| Essex Bank | 0.05% | Reduce -7.3% | 2,434 | $212K |
| Bessemer Group Inc. | 0.00% | Reduce -2.6% | 2,411 | $210K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Add +3.0% | 2,363 | $206K |
| Investment Research & Advisory Group, Inc. | 0.09% | Add +53.4% | 2,333 | $203K |
| Empirical Finance, LLC | 0.01% | No change | 2,328 | $203K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,170 | $189K |
| First PREMIER Bank | 0.05% | Add +1.3% | 2,111 | $184K |
| Principal Securities, Inc. | 0.00% | No change | 1,849 | $178K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.2% | 1,828 | $159K |
| Valley National Advisers Inc. | 0.03% | New | 1,768 | $154K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +13.8% | 1,734 | $151K |
| Smallwood Wealth Investment Management, LLC | 0.08% | New | 1,390 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -29.3% | 1,272 | $111K |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 1,209 | $105K |
| Heck Capital Advisors, LLC | 0.01% | No change | 1,166 | $102K |
| Crowley Wealth Management, Inc. | 0.09% | No change | 1,100 | $96K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,060 | $92K |
| Coldstream Capital Management Inc. | 0.00% | New | 941 | $82K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 872 | $76K |
| Robinswood Financial LLC | 0.02% | No change | 743 | $65K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -21.8% | 741 | $65K |
| Smartleaf Asset Management LLC | 0.01% | No change | 730 | $64K |
| Synergy Investment Management, LLC | 0.03% | Add +49.1% | 729 | $64K |
| JFS Wealth Advisors, LLC | 0.00% | New | 685 | $60K |
| West Paces Advisors Inc. | 0.01% | No change | 653 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 596 | $52K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 590 | $51K |
| Vision Financial Markets LLC | 0.06% | New | 583 | $51K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -59.8% | 569 | $50K |
| TruNorth Capital Management, LLC | 0.01% | No change | 537 | $47K |
| Trust Co. of Vermont | 0.00% | Add +108.0% | 468 | $41K |
| Clark Wealth Partners | 0.03% | Add +8.3% | 459 | $40K |
| CENTRAL TRUST Co | 0.00% | Add +66.2% | 437 | $38K |
| Quadrant Capital Group LLC | 0.00% | No change | 432 | $38K |
| NorthRock Partners, LLC | 0.00% | Add +102.5% | 405 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -8.6% | 402 | $35K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 400 | $35K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -90.4% | 400 | $35K |
| Spire Wealth Management | 0.00% | Add +19.7% | 359 | $31K |
| Golden State Wealth Management, LLC | 0.00% | New | 355 | $31K |
| Aventura Private Wealth, LLC | 0.02% | New | 345 | $30K |
| Lanark Financial, Inc. | 0.00% | — | 324 | $28K |
| CNB Bank | 0.01% | No change | 303 | $26K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.3% | 301 | $26K |
| Nova Wealth Management, Inc. | 0.02% | Reduce -2.9% | 299 | $26K |
| SJS Investment Consulting Inc. | 0.00% | No change | 298 | $26K |
| Addison Advisors LLC | 0.01% | No change | 281 | $25K |
| Beacon Capital Management, LLC | 0.00% | No change | 275 | $24K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -8.7% | 261 | $23K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 247 | $22K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -61.2% | 245 | $21K |
| Morling Financial Advisors, LLC | 0.01% | No change | 235 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 206 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 210 | $18K |
| Mather Group, Llc. | 0.00% | Reduce -75.8% | 199 | $17K |
| GeoWealth Management, LLC | 0.00% | No change | 197 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 196 | $17K |
| JDM Financial Group LLC | 0.01% | Reduce -53.1% | 173 | $15K |
| Abound Wealth Management | 0.00% | No change | 141 | $12K |
| Ameriflex Group, Inc. | 0.00% | New | 130 | $11K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $11K |
| POM Investment Strategies, LLC | 0.01% | New | 119 | $10K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -84.0% | 113 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +970.0% | 107 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $9K |
| Raffa Wealth Management, LLC | 0.00% | New | 101 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 99 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 97 | $8K |
| Toth Financial Advisory Corp. | 0.00% | New | 91 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 71 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 68 | $6K |
| Operose Advisors LLC | 0.00% | No change | 64 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 63 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 63 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +4300.0% | 44 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 40 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 24 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 21 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 16 | $1K |
| Hurley Capital, LLC | 0.00% | New | 16 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 15 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $959 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 10 | $875 |
| Eq Wealth Advisors, LLC | 0.00% | New | 9 | $785 |
| Spurstone Advisory Services, LLC | 0.01% | New | 6 | $523 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $356 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -42.9% | 4 | $349 |
| Whittier Trust Co. | 0.00% | Reduce -99.6% | 3 | $261 |
| Bogart Wealth, LLC | 0.00% | No change | 1 | $88 |
| Citigroup Inc. | 0.00% | Reduce -75.0% | 1 | $87 |
"% 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.