Avantis US Small Cap ValueAVUVETF
13F holders, Q2 2025 (June 30)861holders +44
88new positions
46sold out
4famous investors
$91.18avg. 13F price*
At the end of Q2 2025, 861 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 44 from Q1 2025. 88 opened new positions and 46 sold out. The largest holders were Creative Planning ($1.3B), Focus Partners Wealth ($538.3M) and LPL Financial LLC ($444.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $158.2M |
| Exits | 46 | $97.4M |
All 13F filers, Q1 2025 → Q2 2025: 14,205,277 shares bought and 5,702,723 shares sold, net +8,502,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 861 holders
| Creative Planning | 1.14% | Add +29.8% | 14,595,072 | $1.3B |
| Focus Partners Wealth | 1.17% | Add +3.9% | 5,908,604 | $538.3M |
| LPL Financial LLC | 0.15% | Add +11.3% | 4,883,120 | $444.9M |
| Mason Investment Advisory Services, Inc. | 13.71% | Add +1.8% | 2,761,344 | $251.6M |
| Morgan Stanley | 0.02% | Reduce -14.9% | 2,741,306 | $249.7M |
| Truepoint, Inc. | 6.11% | Add +6.1% | 2,693,123 | $245.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.9% | 2,251,063 | $205.1M |
| Bank of America Corp. | 0.02% | Reduce -8.0% | 2,197,381 | $200.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +11.6% | 2,004,936 | $182.6M |
| Focus Partners Advisor Solutions, LLC | 2.35% | Add +30.4% | 1,931,863 | $176.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.2% | 1,811,693 | $165.1M |
| Osaic Holdings, Inc. | 0.22% | Reduce -0.4% | 1,383,177 | $126.0M |
| UBS Group AG | 0.02% | Reduce -4.5% | 1,281,290 | $116.7M |
| HighTower Advisors, LLC | 0.14% | Add +2.3% | 1,266,680 | $115.4M |
| Wells Fargo & Company | 0.03% | Add +15.9% | 1,263,726 | $115.1M |
| Evensky & Katz LLC | 6.80% | Add +20.8% | 1,221,718 | $111.3M |
| Waverly Advisors, LLC | 1.18% | Add +6.7% | 1,183,354 | $107.8M |
| Plancorp, LLC | 3.57% | Add +21.1% | 1,131,955 | $103.1M |
| Empowered Funds, LLC | 1.16% | Add +11.6% | 1,129,106 | $102.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -2.5% | 1,115,465 | $101.6M |
| Alesco Advisors, LLC, An ESL Co | 2.85% | Add +7.0% | 1,086,803 | $99.0M |
| Prime Capital Investment Advisors, LLC | 1.30% | Reduce -12.6% | 1,078,386 | $98.2M |
| Unison Advisors LLC | 10.93% | Add +0.6% | 1,071,733 | $97.6M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -1.8% | 1,007,914 | $91.8M |
| Sequoia Financial Advisors, LLC | 0.59% | Add +7.9% | 939,279 | $85.6M |
| TCI Wealth Advisors, Inc. | 5.72% | Add +5.8% | 915,454 | $83.4M |
| Avantax Planning Partners, Inc. | 2.31% | Reduce -2.5% | 797,593 | $72.7M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 771,745 | $70.3M |
| American Century Companies Inc. | 0.04% | Add +2.5% | 758,568 | $69.1M |
| Oxford Financial Group, LTD. LLC | 3.95% | Add +3.5% | 730,259 | $66.5M |
| Foster Group, Inc. | 2.16% | Add +4.2% | 691,765 | $63.0M |
| Beaird Harris Wealth Management, LLC | 4.67% | Add +11.9% | 661,927 | $60.3M |
| Moisand Fitzgerald Tamayo, LLC | 7.33% | Add +8.9% | 635,751 | $57.9M |
| Parcion Private Wealth LLC | 4.04% | Add +0.5% | 621,071 | $56.6M |
| Satovsky Asset Management LLC | 12.02% | Add +1.2% | 619,902 | $56.5M |
| Comerica Bank | 0.22% | Add +1.1% | 610,646 | $55.6M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Add +503.4% | 607,046 | $55.3M |
| HB Wealth Management, LLC | 0.44% | Reduce -19.5% | 605,445 | $55.2M |
| TruWealth Advisors, LLC | 2.96% | Add +5.9% | 590,312 | $53.8M |
| Cresset Asset Management, LLC | 0.27% | Add +2.0% | 587,924 | $53.6M |
| Meredith Wealth Planning | 18.71% | Add +17.9% | 565,599 | $51.5M |
| PDS Planning, Inc | 3.81% | Add +8.0% | 561,391 | $51.1M |
| Corient Private Wealth LP | 0.07% | Add +33.6% | 536,380 | $48.9M |
| NorthCoast Asset Management LLC | 0.19% | Reduce -11.4% | 493,893 | $45.0M |
| First Citizens Bank & Trust Co. | 0.78% | New | 475,392 | $43.3M |
| Krilogy Financial LLC | 2.38% | Add +7.4% | 455,325 | $41.5M |
| Werba Rubin Papier Wealth Management | 7.79% | Add +0.4% | 455,269 | $41.5M |
| Marquette Asset Management, LLC | 6.65% | Reduce -9.1% | 435,188 | $39.6M |
| Burton Enright Welch | 6.82% | Add +4.2% | 431,857 | $39.3M |
| Mariner, LLC | 0.06% | Reduce -1.4% | 424,478 | $38.7M |
| Financial Partners Group, Inc | 4.96% | Add +2.8% | 393,384 | $35.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -4.9% | 367,714 | $34.9M |
| Cetera Investment Advisers | 0.06% | Add +38.2% | 380,711 | $34.7M |
| AlphaCore Capital LLC | 1.30% | Add +763.7% | 375,270 | $34.2M |
| Savant Capital, LLC | 0.24% | Add +64.5% | 371,993 | $33.9M |
| Team Hewins, LLC | 12.19% | Add +5.8% | 371,111 | $33.8M |
| JPMorgan Chase & Co. | 0.00% | Add +37.9% | 370,722 | $33.8M |
| Means Investment Co., Inc. | 3.11% | Add +3.6% | 360,258 | $32.8M |
| Orrstown Financial Services Inc. | 6.91% | Add +3.9% | 360,075 | $32.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +11.1% | 357,721 | $32.6M |
| Quarry Hill Advisors, LLC | 18.28% | Add +4.9% | 344,851 | $31.4M |
| PrairieView Partners, LLC | 3.01% | Add +2.8% | 342,112 | $31.2M |
| Fifth Third Bancorp | 0.11% | Add +38.5% | 341,371 | $31.1M |
| RW Investment Management LLC | 3.40% | Add +39.9% | 335,159 | $30.5M |
| Red Lighthouse Investment Management, LLC | 11.55% | Reduce -3.5% | 331,784 | $30.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.68% | Add +12.4% | 329,958 | $30.1M |
| Avior Wealth Management, LLC | 1.03% | Add +23.7% | 328,454 | $29.9M |
| Glenview Trust Co | 0.50% | Add +9.0% | 319,398 | $29.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.37% | Add +4.8% | 315,934 | $28.8M |
| WMG Financial Advisors, LLC | 10.28% | Add +4.4% | 304,829 | $27.8M |
| High Probability Advisors, LLC | 4.06% | Add +23.2% | 298,078 | $27.2M |
| BWM Planning, LLC | 9.34% | Add +206.9% | 297,432 | $27.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +44.8% | 292,534 | $26.6M |
| N.E.W. Advisory Services LLC | 2.57% | Reduce -2.5% | 290,437 | $26.5M |
| Creative Capital Management Investments LLC | 9.35% | Add +3.8% | 287,204 | $26.2M |
| MAI Capital Management | 0.18% | Add +5.2% | 283,850 | $25.9M |
| Kondo Wealth Advisors, Inc. | 11.14% | Add +7.1% | 271,286 | $25.2M |
| Eagle Wealth Strategies LLC | 14.08% | Add +1.7% | 276,263 | $25.2M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +2.7% | 270,863 | $24.7M |
| Bare Financial Services, Inc | 8.32% | Add +13.3% | 270,697 | $24.7M |
| Bluespring Wealth Management, LLC | 2.27% | Add +11.6% | 261,765 | $23.8M |
| Apollon Wealth Management, LLC | 0.47% | Reduce -2.6% | 261,552 | $23.8M |
| Intelligence Driven Advisers, LLC | 3.59% | Add +14.3% | 261,449 | $23.8M |
| Greenline Partners, LLC | 3.19% | Reduce -5.3% | 259,668 | $23.7M |
| Acorn Financial Advisory Services Inc. | 3.87% | Reduce -2.0% | 259,148 | $23.6M |
| Harbor Group, Inc. | 4.16% | Reduce -0.3% | 257,701 | $23.5M |
| Private Advisor Group, LLC | 0.13% | Reduce -34.8% | 255,094 | $23.2M |
| Simplicity Wealth,LLC | 0.95% | Add +121.4% | 250,474 | $22.8M |
| Hill Investment Group Partners, LLC | 2.97% | Reduce -15.0% | 249,975 | $22.8M |
| Valued Wealth Advisors LLC | 11.74% | Add +17.0% | 247,112 | $22.5M |
| Atria Investments, Inc | 0.26% | Add +10.9% | 245,828 | $22.4M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +93.4% | 240,820 | $21.9M |
| Keb Asset Management, LLC | 5.41% | Add +48.0% | 238,555 | $21.7M |
| Falcon Wealth Planning | 2.18% | Add +1.6% | 236,422 | $21.5M |
| Define Financial, LLC | 14.04% | Add +4.6% | 233,946 | $21.3M |
| Chicago Partners Investment Group LLC | 0.60% | Reduce -0.0% | 214,637 | $20.7M |
| McMill Wealth Management | 6.83% | Add +18.4% | 225,789 | $20.6M |
| Lifelong Wealth Advisors, Inc. | 6.70% | New | 221,519 | $20.2M |
| Modern Wealth Management, LLC | 0.50% | Add +4.0% | 221,316 | $20.2M |
| MML Investors Services, LLC | 0.06% | Add +14.3% | 218,416 | $19.9M |
| Pathstone Holdings, LLC | 0.08% | Add +4.7% | 218,052 | $19.9M |
| Oakwell Private Wealth Management, LLC | 4.52% | Add +15.0% | 215,334 | $19.6M |
| New England Capital Financial Advisors LLC | 8.90% | Add +2.2% | 213,402 | $19.4M |
| Financial Management Network Inc. | 3.47% | Add +14.0% | 204,092 | $19.4M |
| Correct Capital Wealth Management | 3.77% | Reduce -45.8% | 212,801 | $19.4M |
| Quent Capital, LLC | 1.85% | New | 210,908 | $19.2M |
| Morton Brown Family Wealth, LLC | 5.83% | Add +1.0% | 210,393 | $19.2M |
| Regatta Capital Group, LLC | 3.29% | Add +1.6% | 210,230 | $19.2M |
| Tarbox Family Office, Inc. | 2.84% | Add +0.7% | 207,636 | $18.9M |
| Fonville Wealth Management LLC | 4.75% | Add +21.9% | 206,107 | $18.8M |
| Cowa, LLC | 7.06% | Add +5.2% | 203,327 | $18.5M |
| Stephens Consulting, LLC | 4.41% | Reduce -6.8% | 202,856 | $18.5M |
| Symphony Financial, Ltd. Co. | 2.42% | Reduce -1.3% | 191,164 | $18.4M |
| Allegiance Financial Group Advisory Services LLC | 4.84% | Add +9.8% | 200,575 | $18.3M |
| Flaharty Asset Management, LLC | 2.47% | Add +5.3% | 197,863 | $18.0M |
| Wealth Architects, LLC | 1.83% | Reduce -4.4% | 197,434 | $18.0M |
| Cwm, LLC | 0.06% | Add +2.0% | 192,094 | $17.5M |
| WJ Interests, LLC | 7.29% | Add +2.0% | 187,050 | $17.0M |
| Gallagher Fiduciary Advisors, LLC | 0.66% | Add +14.0% | 186,656 | $17.0M |
| Flagstone Financial Management | 4.81% | Add +6.6% | 184,186 | $16.8M |
| WCG Wealth Advisors LLC | 1.09% | Add +13.7% | 184,167 | $16.8M |
| Jones Financial Companies LLLP | 0.01% | Add +32.9% | 182,936 | $16.7M |
| Rothschild Investment LLC | 1.04% | Add +19.6% | 181,417 | $16.5M |
| Highland Financial Advisors, LLC | 5.30% | Add +4.8% | 181,390 | $16.5M |
| Betterment LLC | 0.03% | Add +9.0% | 179,298 | $16.3M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +25.9% | 178,109 | $16.2M |
| Northwest Wealth Management, LLC | 2.90% | Add +9.0% | 176,424 | $16.1M |
| Meritas Wealth Management, LLC | 8.70% | Add +4.0% | 173,818 | $15.8M |
| Family Investment Center, Inc. | 3.58% | Add +3.7% | 173,428 | $15.8M |
| Financial Synergies Wealth Advisors, Inc. | 1.72% | Add +4.6% | 173,419 | $15.8M |
| Strategic Blueprint, LLC | 0.77% | Add +16.2% | 172,255 | $15.7M |
| Bfsg, LLC | 1.75% | Add +1.8% | 171,910 | $15.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -9.8% | 171,092 | $15.6M |
| CGC Financial Services, LLC | 5.25% | Add +4.4% | 170,497 | $15.5M |
| Stock Yards Bank & Trust Co. | 0.51% | Reduce -7.2% | 168,591 | $15.4M |
| Fort Vancouver Investment Management, LLC | 10.47% | Add +9.1% | 168,120 | $15.3M |
| Heritage Financial Services, LLC | 1.47% | Add +54.2% | 168,026 | $15.3M |
| HMV Wealth Advisors, LLC | 9.72% | Add +124.1% | 162,776 | $14.8M |
| Mraz, Amerine & Associates, Inc. | 2.38% | Add +0.4% | 162,651 | $14.8M |
| Sage Rhino Capital LLC | 3.12% | Add +2.5% | 162,049 | $14.8M |
| Symmetry Partners, LLC | 1.81% | Add +33.5% | 161,297 | $14.7M |
| JRM Investment Counsel, LLC | 4.76% | Add +1.8% | 160,691 | $14.6M |
| Pine Harbor Wealth Management, LLC | 5.07% | Reduce -3.4% | 158,238 | $14.4M |
| Stifel Financial Corp. | 0.01% | Add +8.4% | 157,019 | $14.3M |
| Wallington Asset Management, LLC | 1.97% | Add +1.2% | 153,834 | $14.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -6.7% | 153,031 | $13.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -9.4% | 151,821 | $13.8M |
| Claris Advisors, LLC / Mo / | 4.78% | Add +624.4% | 150,699 | $13.7M |
| Aire Advisors, LLC | 2.65% | Add +0.5% | 150,026 | $13.7M |
| Opus Capital Group, LLC | 1.62% | Add +0.2% | 148,360 | $13.5M |
| Peak Asset Management, LLC | 2.47% | Add +0.3% | 147,865 | $13.5M |
| BetterWealth, LLC | 3.41% | Add +13.3% | 146,123 | $13.3M |
| Venturi Wealth Management, LLC | 0.66% | Reduce -7.5% | 146,039 | $13.3M |
| Willow Creek Wealth Management Inc. | 1.19% | Add +21.4% | 145,052 | $13.2M |
| Greenup Street Wealth Management LLC | 2.28% | Add +7.6% | 143,633 | $13.1M |
| Stephens Inc. | 0.18% | Add +8.5% | 142,912 | $13.0M |
| Drake & Associates, LLC | 3.16% | Add +9.8% | 141,592 | $12.9M |
| Arlington Financial Advisors, LLC | 2.10% | Add +2.5% | 140,718 | $12.8M |
| ABLE Financial Group, LLC | 3.09% | Reduce -0.9% | 140,334 | $12.8M |
| Avondale Wealth Management | 7.12% | Add +1593.9% | 139,948 | $12.7M |
| Pacific Life Fund Advisors LLC | 1.35% | Reduce -10.9% | 138,365 | $12.6M |
| Compass Ion Advisors, LLC | 1.36% | Add +4.2% | 137,958 | $12.6M |
| First Merchants Corp. | 0.48% | Add +22.3% | 137,353 | $12.5M |
| Bison Wealth, LLC | 0.99% | Add +4.0% | 136,448 | $12.5M |
| Mfa Wealth Advisors, LLC | 2.88% | Reduce -23.3% | 134,686 | $12.3M |
| Quantum Financial Advisors, LLC | 1.65% | Add +14.1% | 133,663 | $12.2M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -6.6% | 133,418 | $12.2M |
| Apeiron RIA LLC | 3.12% | Add +6.6% | 133,101 | $12.1M |
| Hamilton Point Investment Advisors, LLC | 1.99% | Add +23.8% | 132,483 | $12.1M |
| Allworth Financial LP | 0.06% | Reduce -1.1% | 132,145 | $12.0M |
| O'Connor Financial Group LLC | 5.28% | New | 125,983 | $12.0M |
| Poinciana Advisors Group, LLC | 10.78% | Add +5.3% | 131,269 | $12.0M |
| Nottingham Advisors, Inc. | 1.75% | Reduce -0.6% | 129,137 | $11.8M |
| Insight Wealth Strategies, LLC | 1.48% | Add +5.0% | 125,602 | $11.7M |
| REAP Financial Group, LLC | 2.69% | Reduce -0.2% | 125,958 | $11.5M |
| Bowman & Co S.C. | 5.03% | Add +16.1% | 123,331 | $11.2M |
| Revolve Wealth Partners, LLC | 1.45% | Add +2.3% | 122,252 | $11.1M |
| Kavar Capital Partners Group, LLC | 1.59% | Add +3.3% | 121,400 | $11.1M |
| Advisory Services Network, LLC | 0.18% | Reduce -1.8% | 118,226 | $10.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -47.0% | 118,382 | $10.8M |
| Collective Family Office LLC | 2.75% | Reduce -17.7% | 117,654 | $10.7M |
| Echo Wealth Management, LLC | 6.56% | Add +7.8% | 117,448 | $10.7M |
| Trilogy Capital Inc. | 0.51% | Add +49.5% | 115,500 | $10.5M |
| Silver Oak Securities, Incorporated | 0.87% | Add +13.3% | 115,462 | $10.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -16.2% | 115,352 | $10.5M |
| Nwam LLC | 0.60% | Add +4.3% | 113,993 | $10.4M |
| Certified Advisory Corp | 1.08% | Add +9.2% | 113,952 | $10.4M |
| Regimen Wealth, LLC | 3.22% | Add +11.2% | 113,885 | $10.4M |
| Total Wealth Planning, LLC | 1.31% | Add +599.5% | 113,782 | $10.4M |
| Objectivity Squared, LLC | 7.01% | Reduce -44.4% | 111,995 | $10.2M |
| Arq Wealth Advisors, LLC | 3.48% | No change | 116,241 | $10.1M |
| McIlrath & Eck, LLC | 1.15% | Add +22.7% | 110,911 | $10.1M |
| Libra Wealth LLC | 3.28% | Reduce -6.3% | 110,133 | $10.0M |
| FAS Wealth Partners, Inc. | 0.74% | Add +16.2% | 110,078 | $10.0M |
| Stokes Family Office, LLC | 1.04% | Add +1.6% | 108,610 | $9.9M |
| Porter White Investment Advisors, Inc. | 4.61% | Reduce -2.9% | 108,591 | $9.9M |
| Bank of Montreal | 0.01% | Add +382.5% | 107,845 | $9.8M |
| Cerro Pacific Wealth Advisors LLC | 2.69% | Add +6.6% | 106,154 | $9.7M |
| Shotwell Rutter Baer Inc | 6.53% | Add +5.4% | 101,194 | $9.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.32% | Add +1.9% | 105,366 | $9.6M |
| Midwest Financial Group LLC | 5.04% | Add +3.8% | 105,339 | $9.6M |
| Private Wealth Management Group, LLC | 3.19% | Add +0.1% | 105,308 | $9.6M |
| Farther Finance Advisors, LLC | 0.19% | Add +13.7% | 105,303 | $9.6M |
| Sax Wealth Advisors, LLC | 0.58% | Add +3.0% | 104,621 | $9.5M |
| Ancora Advisors LLC | 0.20% | Add +0.7% | 103,959 | $9.5M |
| Diversify Wealth Management, LLC | 0.58% | Add +7.6% | 97,781 | $9.3M |
| Convergence Financial, LLC | 1.59% | Add +6.5% | 101,655 | $9.3M |
| Financial Futures Ltd Liability Co. | 4.95% | Add +4.4% | 101,368 | $9.2M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.9% | 100,748 | $9.2M |
| Three Cord True Wealth Management, LLC | 6.83% | Add +6.7% | 100,424 | $9.1M |
| AQR Capital Management | 0.01% | Add +88.9% | 100,171 | $9.1M |
| Alliance Wealth Advisors, LLC | 4.95% | Add +5.8% | 99,718 | $9.1M |
| Clarus Group, Inc. | 3.34% | Reduce -20.5% | 99,705 | $9.1M |
| Beta Wealth Group, Inc. | 3.32% | Add +87.3% | 99,558 | $9.1M |
| Proathlete Wealth Management LLC | 2.87% | Add +8.1% | 99,022 | $9.0M |
| Integrated Capital Management, LLC | 4.32% | Add +7.7% | 96,105 | $9.0M |
| Voisard Asset Management Group, Inc. | 2.29% | Add +30.9% | 97,455 | $8.9M |
| Caliber Wealth Management, LLC / KS | 0.95% | Add +12.5% | 96,848 | $8.8M |
| Iron Horse Wealth Management, LLC | 2.60% | Add +7.6% | 96,584 | $8.8M |
| Zhang Financial LLC | 0.41% | Add +144.0% | 96,446 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -9.5% | 96,058 | $8.8M |
| Austin Asset Management Co Inc | 1.76% | Reduce -9.6% | 95,629 | $8.7M |
| Venture Visionary Partners LLC | 0.33% | Reduce -0.6% | 95,385 | $8.7M |
| Centaurus Financial, Inc. | 0.51% | Add +4.3% | 95,198 | $8.7M |
| Towneley Capital Management, Inc / DE | 1.99% | Reduce -47.2% | 95,184 | $8.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.4% | 94,385 | $8.6M |
| Journey Strategic Wealth LLC | 0.28% | Add +9.6% | 94,342 | $8.6M |
| USAdvisors Wealth Management, LLC | 3.17% | Add +11.5% | 93,609 | $8.5M |
| Lutz Financial Services LLC | 0.66% | Add +25.8% | 92,888 | $8.5M |
| Watts Gwilliam & Co., LLC | 1.39% | Reduce -1.3% | 82,690 | $8.4M |
| Family Wealth Partners, LLC | 3.34% | Add +2.8% | 91,622 | $8.3M |
| True Wealth Design, LLC | 2.94% | Reduce -1.1% | 91,559 | $8.3M |
| Klaas Financial Asset Advisors, LLC | 1.32% | Add +3.3% | 91,468 | $8.3M |
| Atlanta Consulting Group Advisors, LLC | 2.26% | Add +0.7% | 90,707 | $8.3M |
| Carr Financial Group Corp | 2.43% | Reduce -9.6% | 90,264 | $8.2M |
| Burk Holdings LLC | 5.03% | Add +19.7% | 88,118 | $8.0M |
| BSW Wealth Partners | 1.09% | Add +25.1% | 87,604 | $8.0M |
| Waterfront Wealth Inc. | 1.78% | Add +23.1% | 87,356 | $8.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.81% | Add +9.0% | 87,300 | $8.0M |
| MJP Associates Inc. | 1.18% | Reduce -47.1% | 87,216 | $7.9M |
| WealthCollab, LLC | 4.46% | Reduce -24.6% | 87,214 | $7.9M |
| Capital Planning Advisors, LLC | 1.16% | New | 87,018 | $7.9M |
| Advisor OS, LLC | 0.77% | Reduce -47.7% | 86,215 | $7.9M |
| KPP Advisory Services LLC | 1.28% | Add +3.7% | 84,918 | $7.7M |
| Brady Martz Wealth Solutions, LLC | 1.49% | Reduce -23.5% | 84,662 | $7.7M |
| Trace Wealth Advisors, LLC | 6.18% | Reduce -4.8% | 83,075 | $7.6M |
| Daymark Wealth Partners, LLC | 0.29% | Reduce -10.7% | 82,857 | $7.5M |
| Gateway Wealth Partners, LLC | 1.42% | Add +24.7% | 82,426 | $7.5M |
| Moneco Advisors, LLC | 0.70% | Add +29.7% | 82,111 | $7.5M |
| Global Strategic Investment Solutions, LLC | 0.80% | Add +3.7% | 82,082 | $7.5M |
| Oak Wealth Advisors LLC | 4.79% | Reduce -1.7% | 81,905 | $7.5M |
| Collaborative Wealth Managment Inc. | 3.25% | Add +8.9% | 81,890 | $7.5M |
| Concord Asset Management, LLC | 1.12% | Reduce -1.0% | 81,569 | $7.4M |
| Concord Wealth Partners | 1.08% | Add +0.0% | 81,569 | $7.4M |
| Capital Analysts, LLC | 0.25% | Add +78.6% | 81,268 | $7.4M |
| Cooper Financial Group | 0.86% | Reduce -3.4% | 80,693 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +9.1% | 80,679 | $7.3M |
| Wedmont Private Capital | 0.31% | Reduce -4.3% | 77,418 | $7.3M |
| Navalign, LLC | 2.02% | Add +4.8% | 80,358 | $7.3M |
| Clark Capital Management Group, Inc. | 0.05% | New | 79,337 | $7.2M |
| &partners | 0.06% | Add +15.4% | 79,737 | $7.2M |
| Herold Advisors, Inc. | 1.48% | Add +2.2% | 77,351 | $7.0M |
| Foster & Motley Inc. | 0.41% | Add +18.1% | 77,027 | $7.0M |
| Parkshore Wealth Management, Inc. | 3.40% | Add +5.2% | 76,409 | $7.0M |
| Running Point Capital Advisors, LLC | 1.92% | Add +47.6% | 76,293 | $7.0M |
| Ameritas Advisory Services, LLC | 0.36% | Reduce -18.6% | 75,980 | $6.9M |
| IAM Advisory, LLC | 1.66% | Add +1.6% | 75,868 | $6.9M |
| Integrity Wealth Solutions LLC | 3.35% | Add +7.7% | 75,412 | $6.9M |
| Arcadia Wealth Management, Inc. | 4.66% | Add +6.5% | 75,077 | $6.8M |
| Mutual Advisors, LLC | 0.17% | Add +10.7% | 71,685 | $6.8M |
| Yardley Wealth Management LLC | 3.69% | Add +1.7% | 74,157 | $6.8M |
| NCM Capital Management, LLC | 2.77% | Add +7.0% | 73,770 | $6.7M |
| Jackson Thornton Wealth Management, LLC | 0.77% | Add +16.7% | 70,668 | $6.7M |
| Islay Capital Management, LLC | 4.27% | Reduce -6.1% | 72,267 | $6.6M |
| Bayshore Asset Management, LLC | 3.01% | Reduce -1.4% | 72,218 | $6.6M |
| Dogwood Wealth Management LLC | 3.20% | Add +13.1% | 69,288 | $6.6M |
| First National Bank Sioux Falls | 2.40% | Add +1.6% | 71,646 | $6.5M |
| Tortoise Investment Management, LLC | 0.62% | Add +10.4% | 71,570 | $6.5M |
| Visionary Horizons, LLC | 4.10% | Add +15.1% | 71,171 | $6.5M |
| Liberty Capital Management, Inc. | 1.31% | Add +41.9% | 71,154 | $6.5M |
| Widmann Financial Services, Inc. | 4.52% | Add +10.9% | 71,090 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +16.4% | 70,775 | $6.4M |
| Dakota Wealth Management | 0.13% | Reduce -23.0% | 70,169 | $6.4M |
| Earned Wealth Advisors, LLC | 1.23% | Reduce -0.2% | 69,034 | $6.3M |
| Planned Solutions, Inc. | 2.40% | Reduce -33.5% | 68,541 | $6.2M |
| Intergy Private Wealth, LLC | 2.13% | Add +3.5% | 68,467 | $6.2M |
| Higgins & Schmidt Wealth Strategies LLC | 3.45% | Add +6.1% | 68,444 | $6.2M |
| Provident Wealth Management, LLC | 2.03% | Add +0.8% | 68,184 | $6.2M |
| Cahill Financial Advisors Inc. | 0.77% | Add +39.4% | 67,908 | $6.2M |
| Physician Wealth Solutions Inc. | 2.86% | Add +63.5% | 67,729 | $6.2M |
| Greenwich Wealth Management LLC | 0.30% | Reduce -25.2% | 67,600 | $6.2M |
| Rainey & Randall Wealth Advisors Inc. | 1.12% | Add +4.1% | 67,013 | $6.1M |
| Midwest Heritage Bank, FSB | 2.28% | Add +0.4% | 66,516 | $6.1M |
| Prosperity Planning, Inc. | 2.43% | Add +18.5% | 66,026 | $6.0M |
| WESPAC Advisors SoCal, LLC | 1.33% | Add +72.0% | 65,453 | $6.0M |
| Tiaa Trust, National Association | 0.02% | Reduce -5.5% | 65,231 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.0% | 64,686 | $5.9M |
| Apella Capital, LLC | 0.16% | Add +58.1% | 62,874 | $5.9M |
| Wealthfront Advisers LLC | 0.02% | Add +22.9% | 64,346 | $5.9M |
| Creative Financial Designs Inc. | 0.41% | Add +254.4% | 62,010 | $5.6M |
| Golden Bell Financial Planning LLC | 5.29% | Add +3.2% | 61,693 | $5.6M |
| Diversified Portfolios, Inc. | 0.54% | Add +23.7% | 61,621 | $5.6M |
| ERn Financial, LLC | 1.18% | Add +6.5% | 61,567 | $5.6M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -15.0% | 61,393 | $5.6M |
| White Pine Investment CO | 1.40% | Add +0.4% | 61,387 | $5.6M |
| Bridgewealth Advisory Group, LLC | 1.41% | Add +132.3% | 61,122 | $5.6M |
| Freestate Advisors LLC | 4.91% | Add +7.8% | 60,375 | $5.5M |
| Relyea Zuckerberg Hanson LLC | 0.64% | Add +0.5% | 60,239 | $5.5M |
| CoreFirst Bank & Trust | 3.04% | Add +11.4% | 59,036 | $5.4M |
| Team Financial Group, LLC | 2.64% | Add +7.8% | 58,976 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | New | 57,625 | $5.2M |
| Enzi Wealth | 1.92% | Add +1.2% | 55,132 | $5.2M |
| Community Bank, N.A. | 0.69% | Add +0.0% | 57,367 | $5.2M |
| Passive Capital Management, LLC. | 1.61% | Add +1.0% | 55,721 | $5.2M |
| Capstone Wealth Management, LLC | 4.52% | Reduce -6.7% | 56,666 | $5.2M |
| ProVise Management Group, LLC | 0.41% | Reduce -0.1% | 56,586 | $5.2M |
| CVA Family Office, LLC | 0.72% | Reduce -7.0% | 56,518 | $5.1M |
| Level Four Advisory Services, LLC | 0.19% | Add +2.9% | 56,298 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +16.1% | 56,069 | $5.1M |
| Elevate Wealth Advisory, Inc. | 3.63% | Reduce -4.0% | 56,009 | $5.1M |
| Sterneck Capital Management, LLC | 2.58% | Add +8.6% | 55,893 | $5.1M |
| Lifestyle Asset Management, Inc. | 2.36% | Reduce -16.4% | 55,578 | $5.1M |
| Frontier Asset Management, LLC | 1.38% | Add +57.0% | 55,513 | $5.1M |
| LexAurum Advisors, LLC | 0.79% | Add +6.9% | 54,502 | $5.0M |
| Castle Wealth Management LLC | 1.79% | Reduce -0.5% | 54,112 | $4.9M |
| L2 Asset Management, LLC | 0.79% | Add +127.9% | 53,169 | $4.8M |
| WorthPointe, LLC | 2.00% | Add +5.9% | 52,191 | $4.8M |
| SC&H Financial Advisors, Inc. | 0.81% | Add +1.7% | 52,093 | $4.7M |
| Liberty One Investment Management, LLC | 0.47% | Add +3.6% | 51,352 | $4.7M |
| Quadcap Wealth Management, LLC | 0.59% | Add +10.3% | 51,034 | $4.6M |
| Northland Capital Management LLC | 2.86% | Add +17.4% | 50,916 | $4.6M |
| Bull Oak Capital, LLC | 2.10% | Reduce -54.1% | 50,580 | $4.6M |
| BlueStem Wealth Partners, LLC | 0.56% | Add +12.5% | 50,034 | $4.6M |
| Ullmann Wealth Partners Group, LLC | 0.54% | Add +597.6% | 50,013 | $4.6M |
| Parkworth Wealth Management, Inc. | 3.27% | Add +5.1% | 49,774 | $4.5M |
| Accredited Investor Services, LLC | 3.42% | Add +15.0% | 49,669 | $4.5M |
| Equita Financial Network, Inc. | 1.79% | Add +10.0% | 49,275 | $4.5M |
| Westside Investment Management, Inc. | 0.83% | Add +12.1% | 48,764 | $4.5M |
| Del-Sette Capital Management, LLC | 3.08% | Reduce -18.9% | 48,618 | $4.4M |
| Larson Financial Group LLC | 0.18% | Add +1.5% | 48,467 | $4.4M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -16.0% | 48,198 | $4.4M |
| Lindenwold Advisors, INC | 2.26% | Reduce -0.8% | 47,846 | $4.4M |
| Tillman Hartley LLC | 1.23% | Add +2.7% | 47,795 | $4.4M |
| Canvas Wealth Advisors, LLC | 0.86% | Add +0.7% | 45,548 | $4.3M |
| Navigoe, LLC | 3.21% | Add +54.7% | 46,651 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +7.8% | 46,471 | $4.2M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -20.7% | 46,420 | $4.2M |
| Orion Capital Management LLC | 1.61% | Add +0.8% | 46,331 | $4.2M |
| Seed Wealth Management, Inc. | 3.12% | Reduce -1.6% | 46,010 | $4.2M |
| Elios Financial Group Inc. | 1.89% | Add +0.1% | 45,829 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +56.4% | 45,766 | $4.2M |
| Cascade Financial Partners, LLC | 0.49% | Reduce -6.5% | 44,467 | $4.1M |
| Benningfield Financial Advisors, LLC | 3.49% | Add +47.5% | 44,432 | $4.0M |
| Peirce Capital Management, LLC | 1.77% | Add +28.4% | 43,830 | $4.0M |
| New England Private Wealth Advisors LLC | 0.58% | New | 42,699 | $4.0M |
| Neuberger Berman Group LLC | 0.00% | New | 43,632 | $4.0M |
| Stone Summit Wealth LLC | 1.22% | Reduce -17.5% | 43,403 | $4.0M |
| Telos Capital Management, Inc. | 0.40% | Add +9.5% | 42,992 | $3.9M |
| SkyOak Wealth, LLC | 0.77% | Reduce -57.9% | 42,274 | $3.9M |
| Sylvest Advisors, LLC | 2.20% | Add +4.4% | 41,864 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +16.6% | 41,618 | $3.8M |
| Oppenheimer & Co. Inc. | 0.05% | Add +6.8% | 41,575 | $3.8M |
| Visionary Wealth Advisors | 0.19% | Reduce -20.3% | 41,176 | $3.8M |
| Lantern Wealth Advisors, LLC | 2.23% | — | 41,155 | $3.7M |
| Mayfair Advisory Group, LLC | 1.75% | Reduce -7.0% | 40,228 | $3.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.80% | Reduce -16.5% | 39,200 | $3.6M |
| Aprio Wealth Management, LLC | 0.40% | Reduce -67.0% | 38,871 | $3.5M |
| Dopkins Wealth Management, LLC | 1.56% | Add +25.0% | 38,195 | $3.5M |
| Plum Street Advisors, LLC | 1.53% | Reduce -2.0% | 38,023 | $3.5M |
| Fidelity D & D Bancorp Inc. | 2.09% | Add +29.5% | 37,356 | $3.4M |
| Vista Investment Partners LLC | 0.98% | Add +161.2% | 37,311 | $3.4M |
| EnRich Financial Partners LLC | 1.04% | Add +33.1% | 37,107 | $3.4M |
| Flywheel Private Wealth LLC | 2.68% | Reduce -23.9% | 36,714 | $3.3M |
| Axxcess Wealth Management, LLC | 0.08% | Add +22.8% | 36,526 | $3.3M |
| Stegent Equity Advisors, Inc. | 2.89% | Add +78.7% | 35,872 | $3.3M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +49.7% | 35,715 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +2.5% | 35,611 | $3.2M |
| Fidelis Capital Partners, LLC | 0.29% | Reduce -10.4% | 34,686 | $3.2M |
| Independent Advisor Alliance | 0.09% | Add +33.8% | 34,643 | $3.2M |
| IMA Advisory Services, Inc. | 0.34% | Add +1.4% | 34,574 | $3.1M |
| Silver Oak Wealth Advisors Services, LLC | 2.25% | Reduce -5.3% | 34,234 | $3.1M |
| Good Life Advisors, LLC | 0.19% | Add +3.0% | 34,027 | $3.1M |
| Pacific Asset Management, LLC | 2.49% | Add +12.9% | 33,968 | $3.1M |
| Avant Financial Advisors LLC | 2.55% | Add +16.4% | 33,949 | $3.1M |
| rebel Financial LLC | 1.40% | — | 33,794 | $3.1M |
| Cloud Capital Management, LLC | 1.91% | Reduce -2.2% | 33,390 | $3.1M |
| JDH Wealth Management, LLC | 2.35% | Add +8.5% | 33,614 | $3.1M |
| Emprise Bank | 1.47% | Reduce -24.9% | 33,544 | $3.1M |
| Austin Wealth Management, LLC | 0.54% | Add +23.0% | 32,818 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +422.2% | 32,871 | $3.0M |
| CSS LLC | 0.56% | Add +5.7% | 32,860 | $3.0M |
| Foundry Financial Group, Inc. | 1.70% | Add +18.3% | 32,857 | $3.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +38.8% | 32,647 | $3.0M |
| DBK Financial Counsel, LLC | 2.67% | Add +11.3% | 32,460 | $3.0M |
| McLean Asset Management Corp | 0.77% | Add +14.2% | 31,140 | $2.9M |
| Fifth Third Securities, Inc. | 0.22% | Add +21.6% | 31,889 | $2.9M |
| Transcend Capital Advisors, LLC | 0.22% | Add +5.4% | 31,347 | $2.9M |
| Cypress Point Wealth Management, LLC | 0.69% | Reduce -12.4% | 31,279 | $2.8M |
| Curio Wealth, LLC | 1.24% | Add +9136.9% | 31,036 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.65% | Add +5.0% | 30,812 | $2.8M |
| Kestra Investment Management, LLC | 0.08% | Add +89.0% | 30,661 | $2.8M |
| L.K. Benson & Company, P.C. | 1.71% | Add +1.8% | 30,577 | $2.8M |
| World Investment Advisors | 0.06% | Add +41.6% | 30,525 | $2.8M |
| Level Financial Advisors | 0.86% | Add +16.1% | 30,249 | $2.8M |
| Cardiff Park Advisors, LLC | 0.23% | Add +0.2% | 29,581 | $2.7M |
| Aspire Capital Advisors LLC | 0.74% | Reduce -2.4% | 29,308 | $2.7M |
| Pasadena Private Wealth, LLC | 0.45% | Reduce -9.2% | 28,990 | $2.6M |
| Paragon Capital Management Ltd | 0.48% | Add +33.2% | 28,467 | $2.6M |
| Tranquility Partners, LLC | 0.92% | Add +2.1% | 28,427 | $2.6M |
| Heritage Wealth Management, Inc. | 0.84% | Reduce -1.4% | 28,395 | $2.6M |
| HUB Investment Partners, LLC | 0.09% | Reduce -76.3% | 28,323 | $2.6M |
| Arax Advisory Partners | 0.12% | New | 27,495 | $2.6M |
| Goldstone Financial Group, LLC | 0.34% | Add +3.3% | 26,804 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 27,846 | $2.5M |
| IHT Wealth Management, LLC | 0.07% | Reduce -18.9% | 27,619 | $2.5M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +18.0% | 27,518 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +5.9% | 27,476 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +5.1% | 27,031 | $2.5M |
| Cozad Asset Management Inc. | 0.21% | Reduce -4.8% | 26,995 | $2.5M |
| Faithward Advisors, LLC | 0.38% | Add +4.9% | 26,892 | $2.4M |
| Courier Capital LLC | 0.15% | Add +15.6% | 26,681 | $2.4M |
| Lam Group, Inc. | 1.62% | Add +32.3% | 26,650 | $2.4M |
| Clearstead Advisors, LLC | 0.03% | Add +9.6% | 26,636 | $2.4M |
| Financial Advocates Investment Management | 0.20% | Reduce -76.8% | 26,630 | $2.4M |
| Kraft Asset Management, LLC | 2.25% | Add +344.0% | 26,530 | $2.4M |
| Holcombe Financial, Inc. | 1.82% | Reduce -8.9% | 26,516 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.41% | Add +6.9% | 26,408 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -12.8% | 26,353 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -64.4% | 26,327 | $2.4M |
| Sculati Wealth Management, LLC | 0.90% | Add +720.2% | 26,256 | $2.4M |
| CAP Partners, LLC | 1.50% | Add +7.7% | 26,192 | $2.4M |
| FMB Wealth Management | 1.13% | Reduce -2.5% | 26,028 | $2.4M |
| BigSur Wealth Management LLC | 0.59% | Reduce -0.9% | 25,863 | $2.4M |
| Alpha Financial Advisors, LLC | 0.90% | New | 25,620 | $2.3M |
| Meadow Creek Wealth Advisors LLC | 1.54% | Add +0.6% | 25,079 | $2.3M |
| Global Retirement Partners, LLC | 0.06% | — | 25,074 | $2.3M |
| PFC Capital Group, Inc. | 1.06% | Add +121.4% | 25,026 | $2.3M |
| Aerodigm Wealth, LLC | 1.09% | Reduce -30.9% | 24,979 | $2.3M |
| RDA Financial Network | 0.61% | Add +5.7% | 24,943 | $2.3M |
| XY Planning Network, Inc. | 0.77% | Add +21.7% | 24,764 | $2.3M |
| Versant Capital Management, Inc | 0.34% | Add +0.0% | 24,742 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 2.03% | Reduce -34.5% | 24,532 | $2.2M |
| Squire Investment Management Company, LLC | 0.82% | Reduce -36.7% | 24,413 | $2.2M |
| Beacon Financial Group | 0.23% | Reduce -22.6% | 24,328 | $2.2M |
| Asset Dedication, LLC | 0.16% | Add +73.4% | 24,307 | $2.2M |
| TFB Advisors LLC | 0.58% | Reduce -16.6% | 24,187 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -2.5% | 24,081 | $2.2M |
| First Manhattan Co. Llc. | 0.01% | No change | 24,055 | $2.2M |
| Lauterbach Financial Advisors, LLC | 1.19% | Add +80.3% | 23,757 | $2.2M |
| Sovran Advisors, LLC | 0.23% | Reduce -14.9% | 22,844 | $2.2M |
| Fortitude Family Office, LLC | 0.71% | Add +509.9% | 23,645 | $2.2M |
| Cornerstone Management, Inc. | 0.37% | Reduce -9.4% | 23,636 | $2.2M |
| Mgo One Seven LLC | 0.07% | Add +5.8% | 23,465 | $2.1M |
| Independence Bank of Kentucky | 0.30% | Reduce -12.0% | 23,259 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +814.9% | 22,872 | $2.1M |
| SOL Capital Management CO | 0.20% | Reduce -6.7% | 22,761 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.77% | Add +13.6% | 22,557 | $2.1M |
| Haven Private, LLC | 0.89% | Add +2.0% | 22,084 | $2.0M |
| Friday Financial | 1.02% | Add +10.6% | 21,960 | $2.0M |
| EWG Elevate Inc. | 0.62% | Add +27.2% | 21,934 | $2.0M |
| LJI Wealth Management, LLC | 0.35% | Reduce -14.9% | 21,904 | $2.0M |
| New Millennium Group LLC | 1.10% | Add +3.4% | 21,874 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -15.3% | 21,863 | $2.0M |
| Puff Wealth Management, LLC | 3.24% | Reduce -13.2% | 21,847 | $2.0M |
| Centerpoint Advisory Group | 1.72% | Reduce -1.9% | 21,740 | $2.0M |
| Heritage Wealth Management, Inc. | 1.50% | Add +7.8% | 21,716 | $2.0M |
| Arbor Wealth Advisors LLC | 1.60% | Add +18.2% | 21,695 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -23.1% | 21,261 | $1.9M |
| Proactive Wealth Strategies LLC | 0.91% | Add +9.2% | 21,066 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -6.2% | 20,597 | $1.9M |
| B&D White Capital Company, LLC | 0.28% | Reduce -88.0% | 20,479 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.9% | 20,433 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -5.2% | 20,197 | $1.8M |
| Leading Edge Financial Planning LLC | 0.51% | Add +31.0% | 20,153 | $1.8M |
| RVW Wealth, LLC | 0.16% | Reduce -47.7% | 20,117 | $1.8M |
| Atala Financial Inc | 1.26% | Add +1.4% | 20,067 | $1.8M |
| OmniStar Financial Group, Inc. | 1.35% | New | 26,249 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +968.0% | 19,747 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.73% | Reduce -0.6% | 19,476 | $1.8M |
| Broadway Wealth Solutions, Inc. | 1.08% | New | 19,111 | $1.7M |
| Abacus Planning Group, Inc. | 0.26% | Add +178.3% | 19,022 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -46.5% | 18,739 | $1.7M |
| CRA Financial Services, LLC | 0.26% | Add +5.3% | 18,324 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Add +21.4% | 18,218 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.38% | Add +6.6% | 18,154 | $1.7M |
| Rialto Wealth Management, LLC | 0.46% | Add +68.0% | 18,120 | $1.7M |
| Evanson Asset Management, LLC | 0.10% | Add +4.6% | 18,082 | $1.6M |
| Summit X, LLC | 0.31% | Reduce -2.8% | 18,043 | $1.6M |
| Milestone Asset Management Group, LLC | 1.21% | Add +1.2% | 17,913 | $1.6M |
| MN Wealth Advisors, LLC | 0.94% | Reduce -18.6% | 17,807 | $1.6M |
| Fortis Capital Management LLC | 0.25% | Reduce -0.3% | 17,804 | $1.6M |
| Armbruster Capital Management, Inc. | 0.29% | Add +60.4% | 17,622 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +3.0% | 17,410 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.21% | Reduce -27.3% | 17,288 | $1.6M |
| Insight Wealth Partners, LLC | 0.87% | Add +3.5% | 17,202 | $1.6M |
| Factor Wealth Management LTD | 0.43% | Add +5.8% | 17,159 | $1.6M |
| Nixon Peabody Trust Co. | 0.12% | Add +33.9% | 17,004 | $1.5M |
| Rockwood Wealth Management, LLC | 0.13% | No change | 16,707 | $1.5M |
| GEM Asset Management, LLC | 0.77% | Add +6.7% | 15,944 | $1.5M |
| Motco | 0.14% | New | 15,968 | $1.5M |
| Sachetta, LLC | 0.58% | Reduce -5.7% | 16,115 | $1.5M |
| First Citizens Asset Management, Inc. | 0.52% | New | 16,045 | $1.5M |
| Apollon Financial, LLC | 0.30% | Add +12.4% | 15,845 | $1.4M |
| Clark Asset Management, LLC | 0.20% | Reduce -5.5% | 15,813 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -4.0% | 15,647 | $1.4M |
| Tradewinds, LLC. | 1.08% | New | 15,548 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.08% | Add +17.4% | 15,548 | $1.4M |
| Traphagen Investment Advisors LLC | 0.13% | Reduce -70.2% | 15,354 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -9.9% | 15,199 | $1.4M |
| Debussy Capital Management LP | 0.21% | Add +22.3% | 15,081 | $1.4M |
| Fiduciary Advisors, Inc. | 1.21% | Add +11.9% | 15,072 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -9.9% | 14,999 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -8.6% | 14,847 | $1.4M |
| CW Advisors, LLC | 0.01% | Reduce -1.1% | 14,761 | $1.3M |
| Endeavor Private Wealth, Inc. | 0.64% | Add +29.2% | 14,754 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 14,757 | $1.3M |
| Kaufman Rossin Wealth, LLC | 0.85% | Reduce -3.7% | 14,748 | $1.3M |
| Seaside Wealth Management, Inc. | 0.43% | Reduce -26.1% | 14,677 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -14.6% | 14,613 | $1.3M |
| Savvy Advisors, Inc. | 0.09% | Reduce -4.4% | 14,531 | $1.3M |
| Bokf, NA | 0.02% | Add +8.4% | 14,359 | $1.3M |
| Fortress Wealth Management, Inc. | 0.63% | Add +26.5% | 14,258 | $1.3M |
| Integris Wealth Management, LLC | 0.34% | New | 14,254 | $1.3M |
| Guidance Capital, Inc. | 0.37% | Add +2.0% | 14,307 | $1.3M |
| Almanack Investment Partners, LLC. | 0.21% | Add +0.0% | 14,151 | $1.3M |
| Gradient Capital Advisors, LLC | 0.38% | Add +25.8% | 14,143 | $1.3M |
| Tower Wealth Partners, Inc. | 0.76% | Reduce -89.6% | 14,126 | $1.3M |
| KWB Wealth | 0.15% | Reduce -24.4% | 14,470 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | Add +2.3% | 13,758 | $1.3M |
| Transcendent Capital Group LLC | 0.64% | Add +0.7% | 13,659 | $1.2M |
| Harbour Investment Management LLC | 0.54% | Add +3.9% | 13,625 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +8.4% | 13,453 | $1.2M |
| Townsquare Capital LLC | 0.12% | Add +7.5% | 13,406 | $1.2M |
| Trajan Wealth LLC | 0.06% | Reduce -0.7% | 13,196 | $1.2M |
| CWA Asset Management Group, LLC | 0.05% | Add +0.7% | 13,084 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +126.3% | 12,989 | $1.2M |
| JNBA Financial Advisors | 0.11% | Reduce -22.9% | 12,937 | $1.2M |
| Argent Trust Co | 0.04% | Add +6.2% | 12,897 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 12,534 | $1.1M |
| Longview Financial Advisors, Inc. | 0.95% | Reduce -13.7% | 12,326 | $1.1M |
| CGN Advisors LLC | 0.10% | Add +22.0% | 12,273 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +1.7% | 12,224 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.8% | 12,208 | $1.1M |
| Jacobi Capital Management LLC | 0.07% | Add +12.4% | 12,132 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +2.1% | 11,954 | $1.1M |
| Hardin Capital Partners, LLC | 0.64% | Add +22.3% | 11,693 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -0.8% | 11,849 | $1.1M |
| First Financial Corp. | 0.48% | Reduce -3.7% | 11,785 | $1.1M |
| Opal Wealth Advisors, LLC | 0.30% | Add +239.0% | 11,770 | $1.1M |
| POM Investment Strategies, LLC | 0.75% | Add +9557.1% | 11,492 | $1.0M |
| Annex Advisory Services, LLC | 0.03% | Reduce -26.7% | 11,432 | $1.0M |
| CogentBlue Wealth Advisors, LLC | 0.80% | Add +70.2% | 11,416 | $1.0M |
| Strategic Advisors LLC | 0.20% | Reduce -3.3% | 11,227 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +12.3% | 11,165 | $1.0M |
| Redmont Wealth Advisors LLC | 1.49% | Reduce -5.8% | 11,135 | $1.0M |
| Nova R Wealth, Inc. | 0.47% | Reduce -3.7% | 10,988 | $1.0M |
| Denver Wealth Management, Inc. | 0.41% | New | 10,945 | $997K |
| Harbor Asset Planning, Inc. | 0.95% | — | 10,911 | $994K |
| Middleton & Co. Inc. | 0.11% | Reduce -8.8% | 10,886 | $992K |
| Financial Architects, LLC | 0.59% | New | 10,750 | $979K |
| Ironwood Financial, llc | 0.21% | No change | 11,215 | $978K |
| Fortis Group Advisors, LLC | 0.18% | Add +1.6% | 10,439 | $965K |
| Claro Advisors Inc. | 0.16% | Add +23.8% | 10,365 | $944K |
| Cornerstone Advisory, LLC | 0.10% | Reduce -1.5% | 10,225 | $931K |
| Renaissance Technologies | 0.00% | Reduce -64.7% | 10,200 | $929K |
| SVB Wealth LLC | 0.05% | New | 10,195 | $929K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +28.2% | 10,144 | $924K |
| Brown Advisory Inc. | 0.00% | Add +3.5% | 10,079 | $918K |
| Clear Creek Financial Management, LLC | 0.09% | Add +51.7% | 10,051 | $916K |
| First Horizon Advisors, Inc. | 0.02% | Add +677.7% | 9,892 | $901K |
| Aspen Capital Management, LLC | 0.25% | New | 9,752 | $888K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -80.0% | 9,740 | $887K |
| Priebe Wealth Holdings LLC | 0.77% | Reduce -36.7% | 9,728 | $886K |
| Tudor Investment Corporation | 0.01% | New | 9,578 | $873K |
| Integrated Advisors Network LLC | 0.04% | Add +2.0% | 9,473 | $863K |
| Sequent Asset Management, LLC | 0.69% | No change | 9,466 | $862K |
| D'Orazio & Associates, Inc. | 0.12% | Reduce -94.0% | 9,401 | $856K |
| REDW Wealth LLC | 0.33% | Reduce -0.6% | 9,186 | $837K |
| HBW Advisory Services LLC | 0.10% | Reduce -24.6% | 9,096 | $829K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.6% | 9,036 | $823K |
| Capital Wealth Alliance, LLC | 0.44% | Reduce -28.9% | 9,024 | $822K |
| Curi Capital, LLC | 0.02% | New | 8,964 | $817K |
| Uptick Partners, LLC | 0.23% | New | 8,944 | $815K |
| Entrewealth, LLC | 0.55% | Add +35.5% | 8,753 | $797K |
| FMR LLC | 0.00% | Add +73.1% | 8,722 | $795K |
| Cornell Pochily Investment Advisors, Inc. | 0.26% | Reduce -7.8% | 8,672 | $790K |
| Whitaker-Myers Wealth Managers, LTD. | 0.20% | Add +3.8% | 8,635 | $787K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -21.4% | 8,527 | $777K |
| Klingman & Associates, LLC | 0.04% | Add +0.4% | 8,241 | $751K |
| Tenon Financial LLC | 0.33% | Add +4.4% | 8,147 | $742K |
| Synovus Financial Corp. | 0.01% | Add +7.0% | 7,943 | $724K |
| KMG Fiduciary Partners, LLC | 0.05% | New | 7,904 | $720K |
| Kings Path Partners LLC | 0.29% | Add +4.5% | 7,896 | $719K |
| IFP Advisors, Inc | 0.02% | Reduce -83.0% | 7,831 | $713K |
| Arista Wealth Management, LLC | 0.10% | Add +29.2% | 7,825 | $713K |
| Keel Point, LLC | 0.05% | Add +88.0% | 7,626 | $695K |
| Compound Planning, Inc. | 0.03% | Add +157.7% | 7,620 | $694K |
| Centennial Wealth Advisory LLC | 0.22% | Add +110.4% | 7,597 | $692K |
| Camarda Financial Advisors, LLC | 0.27% | Add +4.5% | 7,560 | $689K |
| RCS Financial Planning, LLC | 0.34% | Add +24.1% | 7,492 | $683K |
| Continuum Advisory, LLC | 0.08% | Add +15.1% | 7,378 | $672K |
| Bridgewater Advisors Inc. | 0.05% | Add +0.1% | 7,092 | $671K |
| Prospera Capital Management, LLC | 0.37% | Reduce -27.5% | 7,300 | $665K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.5% | 7,148 | $651K |
| Cambridge Financial Group, LLC | 0.24% | Add +106.7% | 7,135 | $650K |
| Crosspoint Financial, LLC | 1.73% | Reduce -1.4% | 7,099 | $647K |
| Lido Advisors, LLC | 0.00% | Add +1.3% | 7,037 | $641K |
| NWF Advisory Services Inc. | 0.08% | Reduce -4.2% | 7,012 | $639K |
| Consolidated Portfolio Review Corp | 0.09% | Add +4.0% | 6,985 | $636K |
| Lion Street Advisors, LLC | 0.19% | Add +7.0% | 6,941 | $632K |
| Tyche Wealth Partners LLC | 0.13% | New | 6,935 | $632K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -78.8% | 6,908 | $631K |
| DHK Financial Advisors, Inc. | 0.36% | Add +0.5% | 6,922 | $631K |
| Northern Trust Corp. | 0.00% | Reduce -28.5% | 6,886 | $627K |
| Two Sigma Investments, LP | 0.00% | Reduce -60.0% | 6,800 | $619K |
| Legacy Financial Group, Inc. | 0.18% | Add +0.9% | 6,799 | $619K |
| Boyce & Associates Wealth Consulting, Inc. | 0.56% | Add +12.1% | 6,760 | $616K |
| Independent Financial Group, LLC | 0.02% | Add +1.3% | 6,744 | $614K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -0.1% | 6,535 | $595K |
| Slagle Financial, LLC | 0.24% | Reduce -89.6% | 6,484 | $591K |
| Ariadne Wealth Management, LP | 0.28% | No change | 6,064 | $590K |
| Intelligent Financial Strategies | 0.31% | Add +0.0% | 6,382 | $581K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Add +3.0% | 6,356 | $579K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -10.7% | 6,191 | $564K |
| Foundation Wealth Management, LLC\PA | 0.24% | New | 6,173 | $562K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -10.8% | 6,099 | $556K |
| RFG Advisory, LLC | 0.01% | New | 6,098 | $555K |
| M Wealth Management, LLC | 0.51% | Reduce -15.4% | 6,030 | $549K |
| Triune Financial Partners, LLC | 0.15% | Add +0.5% | 5,951 | $542K |
| Geneos Wealth Management Inc. | 0.01% | Add +107.4% | 5,943 | $541K |
| Pitti Group Wealth Management, LLC | 0.46% | Add +1.0% | 5,895 | $537K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 5,884 | $536K |
| Paragon Advisors, LLC | 0.14% | Reduce -96.8% | 5,861 | $534K |
| Titleist Asset Management, LLC | 0.05% | Reduce -87.9% | 5,824 | $531K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.9% | 5,717 | $521K |
| Mattern Capital Management, LLC | 0.06% | Add +3.7% | 5,675 | $517K |
| OneAscent Financial Services LLC | 0.04% | Reduce -31.9% | 5,651 | $515K |
| GEN Financial Management, INC. | 0.42% | Add +96.9% | 5,572 | $508K |
| Navis Wealth Advisors, LLC | 0.42% | No change | 5,515 | $502K |
| Old Mission Capital LLC | 0.01% | New | 5,499 | $501K |
| Cerity Partners LLC | 0.00% | Add +59.5% | 5,471 | $498K |
| Able Wealth Management LLC | 0.25% | Reduce -60.1% | 5,386 | $491K |
| Landing Point Financial Group, LLC | 0.31% | Add +22.8% | 5,371 | $489K |
| Fortune Financial Advisors, LLC | 0.39% | Add +0.7% | 5,365 | $489K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.5% | 5,361 | $488K |
| Financial Symmetry Inc | 0.25% | Add +32.6% | 5,360 | $488K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 5,354 | $488K |
| Oceanside Advisors LLC | 0.32% | Reduce -1.5% | 5,253 | $479K |
| Parallel Advisors, LLC | 0.01% | Add +42.0% | 5,235 | $477K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 5,234 | $477K |
| Smith, Moore & Co. | 0.04% | Reduce -91.2% | 5,056 | $461K |
| Autumn Glory Partners, LLC | 0.21% | No change | 5,046 | $460K |
| Atlas Wealth LLC | 0.23% | No change | 4,934 | $459K |
| Scotia Capital Inc. | 0.00% | New | 5,007 | $456K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,000 | $456K |
| Redwood Park Advisors LLC | 0.35% | Add +20.8% | 4,981 | $454K |
| Tyler-Stone Wealth Management | 0.07% | Reduce -6.4% | 4,970 | $453K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +70.0% | 4,934 | $449K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 4,932 | $449K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -8.6% | 4,907 | $447K |
| Legacy Financial Strategies, LLC | 0.09% | Reduce -79.5% | 4,893 | $446K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.5% | 4,866 | $443K |
| GC Wealth Management RIA, LLC | 0.04% | Add +6.9% | 4,829 | $440K |
| Parkwoods Wealth Partners, LLC | 0.25% | Add +8.8% | 4,732 | $431K |
| Conscious Wealth Investments, LLC | 0.27% | Add +2.6% | 4,523 | $428K |
| Brickley Wealth Management | 0.08% | Add +5.0% | 4,600 | $419K |
| Signature Resources Capital Management, LLC | 0.25% | Reduce -2.7% | 4,571 | $416K |
| Selective Wealth Management, Inc. | 0.15% | Add +20.1% | 4,382 | $416K |
| Private Trust Co. NA | 0.04% | Add +2.0% | 4,416 | $402K |
| Summit Financial Strategies, Inc. | 0.04% | New | 4,405 | $401K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +48.0% | 4,315 | $393K |
| Bannerman Wealth Management Group, LLC | 0.30% | Reduce -22.1% | 4,284 | $390K |
| Clearstead Trust, LLC | 0.07% | Add +15.8% | 4,256 | $388K |
| Morey & Quinn Wealth Partners, LLC | 0.31% | New | 4,241 | $386K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 4,192 | $382K |
| Colonial Trust Co / SC | 0.06% | Add +1.6% | 4,155 | $379K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -36.8% | 4,057 | $370K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -4.0% | 4,054 | $369K |
| Magnolia Private Wealth, LLC | 0.29% | Reduce -30.2% | 4,048 | $369K |
| Seeds Investor LLC | 0.09% | New | 4,027 | $367K |
| Commerce Bank | 0.00% | Add +4.0% | 3,906 | $356K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,891 | $354K |
| Elevation Wealth Partners, LLC | 0.14% | New | 3,873 | $353K |
| Wealthspire Retirement, LLC | 0.02% | Add +19.9% | 3,819 | $348K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -3.8% | 3,809 | $347K |
| Liberty Wealth Management LLC | 0.05% | Add +0.5% | 3,799 | $346K |
| BCR Wealth Strategies, LLC | 0.13% | No change | 3,791 | $345K |
| Decker Retirement Planning Inc. | 0.20% | Add +3.2% | 3,758 | $342K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | New | 3,757 | $342K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 3,708 | $338K |
| Keystone Financial Group | 0.03% | Reduce -7.8% | 3,700 | $337K |
| Corus Family Wealth Advisors | 0.24% | New | 3,681 | $335K |
| First Trust Advisors LP | 0.00% | New | 3,660 | $333K |
| Pure Portfolios Holdings LLC | 0.11% | Add +2.0% | 3,624 | $330K |
| Vance Wealth, LLC | 0.11% | New | 3,616 | $329K |
| Cora Capital Advisors LLC | 0.15% | Reduce -6.3% | 3,604 | $328K |
| Glassman Wealth Services | 0.05% | No change | 3,600 | $328K |
| Balboa Wealth Partners | 0.07% | Add +7.4% | 3,551 | $324K |
| Trellis Wealth Advisors LLC | 0.14% | Add +7.1% | 3,472 | $316K |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.5% | 3,377 | $308K |
| Next Level Private LLC | 0.10% | Reduce -7.4% | 3,370 | $307K |
| KM Capital Management Ltd. | 0.15% | Reduce -7.2% | 3,355 | $306K |
| Efficient Frontier Advisors LLC | 0.19% | New | 3,355 | $306K |
| ARK & TLK Investments, LLC | 0.10% | Reduce -0.1% | 3,354 | $306K |
| Stewardship Advisors, LLC | 0.08% | No change | 3,347 | $305K |
| AE Wealth Management LLC | 0.00% | Reduce -32.3% | 3,299 | $301K |
| Kelleher Financial Advisors | 0.10% | Reduce -46.1% | 3,265 | $297K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.4% | 3,239 | $295K |
| Brighton Jones LLC | 0.01% | Reduce -10.7% | 3,137 | $286K |
| Orgel Wealth Management, LLC | 0.01% | No change | 3,132 | $285K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -28.3% | 3,131 | $285K |
| Mainsail Asset Management, LLC | 0.17% | Add +0.5% | 3,105 | $283K |
| Aegis Wealth Management LLC | 0.17% | No change | 3,226 | $281K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,045 | $277K |
| Gibraltar Capital Management, Inc. | 0.05% | Add +4.1% | 3,021 | $275K |
| Grand Wealth Management, LLC | 0.14% | Reduce -9.9% | 2,992 | $273K |
| Heron Bay Capital Management | 0.05% | Reduce -93.5% | 2,951 | $269K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $269K |
| Facet Wealth, Inc. | 0.01% | Reduce -28.2% | 2,901 | $268K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -38.7% | 2,930 | $267K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -5.5% | 2,913 | $265K |
| Prosperitas Financial LLC | 0.12% | Reduce -1.7% | 2,892 | $263K |
| Cannon Wealth Management Services, LLC | 0.21% | Add +0.0% | 2,843 | $259K |
| Citizens Financial Group Inc. | 0.00% | Add +0.4% | 2,812 | $256K |
| Cornerstone Capital, Inc. | 0.03% | No change | 2,804 | $255K |
| Brookstone Capital Management | 0.00% | New | 2,748 | $250K |
| Sensible Money, LLC | 0.09% | New | 2,737 | $249K |
| Verus Wealth Management, LLC | 0.25% | New | 2,724 | $248K |
| Ritholtz Wealth Management | 0.01% | New | 2,715 | $247K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.8% | 2,636 | $240K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -52.5% | 2,625 | $239K |
| Aspiriant, LLC | 0.01% | Reduce -0.1% | 2,610 | $238K |
| Zacks Investment Management | 0.00% | New | 2,590 | $236K |
| M&T Bank Corp | 0.00% | New | 2,571 | $234K |
| Clarion Wealth Managment Partners, LLC | 0.26% | — | 2,562 | $233K |
| Carter Financial Group, INC. | 0.15% | — | 2,557 | $233K |
| WealthPlan Investment Management, LLC | 0.02% | New | 2,546 | $232K |
| Hoxton Planning & Management, LLC | 0.08% | New | 2,526 | $230K |
| Signet Financial Management, LLC | 0.03% | Reduce -28.3% | 2,510 | $229K |
| Spectrum Wealth Advisory Group, LLC | 0.11% | Reduce -33.3% | 2,491 | $227K |
| Robinswood Financial LLC | 0.08% | Add +231.2% | 2,461 | $224K |
| Essex Bank | 0.05% | No change | 2,434 | $222K |
| GWN Securities Inc. | 0.04% | New | 2,413 | $221K |
| Berger Financial Group, Inc | 0.01% | Reduce -14.3% | 2,419 | $220K |
| Cushing Capital Partners, LLC | 0.19% | New | 2,418 | $220K |
| Bessemer Group Inc. | 0.00% | No change | 2,411 | $220K |
| Base Wealth Management LLC | 0.14% | Reduce -2.0% | 2,401 | $219K |
| Two Sigma Securities, LLC | 0.03% | New | 2,359 | $215K |
| Powers Advisory Group, LLC | 0.09% | New | 2,343 | $213K |
| Investment Research & Advisory Group, Inc. | 0.08% | No change | 2,333 | $213K |
| Nemes Rush Group LLC | 0.02% | Reduce -13.5% | 2,314 | $211K |
| BIP Wealth, LLC | 0.01% | New | 2,314 | $211K |
| BLVD Private Wealth, LLC | 0.20% | — | 2,291 | $209K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,173 | $207K |
| Jim Saulnier & Associates, LLC | 0.14% | New | 2,271 | $207K |
| Family Legacy, Inc. | 0.07% | New | 2,255 | $205K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,250 | $205K |
| Drive Wealth Management, LLC | 0.04% | Reduce -63.0% | 2,239 | $204K |
| Hurlow Wealth Management Group, Inc. | 0.06% | New | 2,235 | $204K |
| North Star Asset Management Inc. | 0.01% | New | 2,229 | $203K |
| Auxano Advisors, LLC | 0.05% | New | 2,223 | $203K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -68.5% | 2,223 | $203K |
| Victory Financial Group, LLC | 0.03% | New | 2,206 | $201K |
| IFG Advisory, LLC | 0.01% | New | 2,204 | $201K |
| First PREMIER Bank | 0.05% | No change | 2,111 | $192K |
| Kiker Wealth Management, LLC | 0.09% | Add +4440.0% | 1,816 | $165K |
| Belvedere Trading LLC | 0.01% | New | 1,754 | $160K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 1,743 | $159K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +712.6% | 1,674 | $151K |
| Safe Harbor Fiduciary, LLC | 0.13% | Reduce -94.7% | 1,495 | $136K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 1,390 | $127K |
| UMB Bank, n.a. | 0.00% | New | 1,374 | $125K |
| Assetmark, Inc. | 0.00% | Reduce -64.9% | 1,152 | $105K |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 1,109 | $101K |
| Crowley Wealth Management, Inc. | 0.09% | No change | 1,100 | $100K |
| Trust Co. of Vermont | 0.00% | Add +95.9% | 917 | $84K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 872 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.2% | 870 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +42.0% | 846 | $77K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -3.4% | 716 | $65K |
| US Bancorp \de | 0.00% | Reduce -90.2% | 677 | $62K |
| Beacon Capital Management, LLC | 0.01% | Add +144.4% | 672 | $61K |
| Scarborough Advisors, LLC | 0.01% | New | 669 | $61K |
| Rosenberg Matthew Hamilton | 0.01% | New | 667 | $61K |
| Evolution Wealth Management Inc. | 0.07% | — | 659 | $60K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +6300.0% | 640 | $60K |
| West Paces Advisors Inc. | 0.01% | No change | 653 | $59K |
| SYM FINANCIAL Corp | 0.01% | New | 625 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 609 | $55K |
| Vision Financial Markets LLC | 0.05% | Add +0.7% | 587 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -68.2% | 582 | $53K |
| Zions Bancorporation, National Association | 0.00% | New | 561 | $51K |
| Valley National Advisers Inc. | 0.01% | Reduce -68.8% | 552 | $50K |
| Clark Wealth Partners | 0.03% | Add +19.4% | 548 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -8.5% | 540 | $49K |
| TruNorth Capital Management, LLC | 0.01% | No change | 537 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +1029.5% | 497 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 402 | $37K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 400 | $36K |
| Global Trust Asset Management, LLC | 0.02% | No change | 400 | $36K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.8% | 381 | $35K |
| Spire Wealth Management | 0.00% | No change | 359 | $33K |
| Golden State Wealth Management, LLC | 0.00% | No change | 355 | $32K |
| Qube Research & Technologies Ltd | 0.00% | New | 350 | $32K |
| SJS Investment Consulting Inc. | 0.00% | Add +12.1% | 334 | $30K |
| Capital A Wealth Management, LLC | 0.32% | Add +7775.0% | 315 | $28K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -11.3% | 306 | $28K |
| CNB Bank | 0.01% | No change | 303 | $28K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.3% | 302 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 261 | $24K |
| Accredited Wealth Management, LLC | 0.02% | New | 250 | $23K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 247 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.4% | 246 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -24.1% | 246 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.5% | 209 | $20K |
| Clarity Asset Management, Inc. | 0.01% | New | 214 | $19K |
| Promus Capital, LLC | 0.01% | New | 199 | $18K |
| GeoWealth Management, LLC | 0.00% | No change | 197 | $18K |
| Ameriflex Group, Inc. | 0.01% | Add +50.0% | 195 | $18K |
| Headlands Technologies LLC | 0.00% | New | 177 | $16K |
| Total Investment Management Inc. | 0.00% | New | 176 | $16K |
| Traub Capital Management LLC | 0.01% | — | 175 | $16K |
| JDM Financial Group LLC | 0.01% | No change | 173 | $16K |
| Legacy Investment Solutions, LLC | 0.01% | — | 168 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | Add +136.6% | 168 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 146 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 153 | $13K |
| Abound Wealth Management | 0.00% | No change | 141 | $13K |
| First Community Trust NA | 0.01% | New | 131 | $12K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 107 | $10K |
| Glenmede Investment Management, LP | 0.00% | — | 106 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 105 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 101 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 99 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $8K |
| WFA of San Diego, LLC | 0.01% | — | 90 | $8K |
| 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% | No change | 63 | $6K |
| Thompson Investment Management, Inc. | 0.00% | No change | 63 | $6K |
| Pacifica Partners Inc. | 0.00% | New | 42 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 31 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -99.3% | 31 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 24 | $2K |
| Millstone Evans Group, LLC | 0.00% | New | 22 | $2K |
| Horizon Bancorp Inc. | 0.00% | New | 22 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 21 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 16 | $1K |
| Atticus Wealth Management, LLC | 0.00% | New | 14 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 13 | $1K |
| LGT Financial Advisors LLC | 0.00% | Reduce -18.8% | 13 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | Add +33.3% | 12 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -97.9% | 6 | $578 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 6 | $546 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $374 |
| Whittier Trust Co. | 0.00% | No change | 3 | $273 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2 | $183 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 1 | $92 |
"% 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.