Avantis US Small Cap ValueAVUVETF
13F holders, Q3 2025 (September 30)883holders +22
78new positions
45sold out
4famous investors
$99.52avg. 13F price*
At the end of Q3 2025, 883 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 22 from Q2 2025. 78 opened new positions and 45 sold out. The largest holders were Creative Planning ($1.7B), Focus Partners Wealth ($606.3M) and LPL Financial LLC ($508.6M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $141.7M |
| Exits | 45 | $28.9M |
All 13F filers, Q2 2025 → Q3 2025: 11,366,481 shares bought and 3,818,789 shares sold, net +7,547,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 883 holders
| Creative Planning | 1.28% | Add +15.1% | 16,802,461 | $1.7B |
| Focus Partners Wealth | 0.98% | Add +3.1% | 6,091,385 | $606.3M |
| LPL Financial LLC | 0.15% | Add +4.6% | 5,109,931 | $508.6M |
| Mason Investment Advisory Services, Inc. | 13.72% | Add +0.2% | 2,767,697 | $275.5M |
| Truepoint, Inc. | 6.37% | Add +2.1% | 2,749,775 | $273.7M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,748,992 | $273.6M |
| Bank of America Corp. | 0.02% | Add +6.9% | 2,348,029 | $233.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.6% | 2,308,668 | $229.8M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.0% | 2,244,932 | $223.4M |
| Focus Partners Advisor Solutions, LLC | 2.52% | Add +16.0% | 2,241,212 | $221.9M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 1,920,854 | $191.2M |
| Osaic Holdings, Inc. | 0.19% | Reduce -0.4% | 1,377,758 | $137.3M |
| UBS Group AG | 0.03% | Add +4.2% | 1,335,293 | $132.9M |
| Wells Fargo & Company | 0.03% | Add +3.8% | 1,311,862 | $130.6M |
| Unison Advisors LLC | 11.89% | Add +22.1% | 1,308,869 | $130.3M |
| HighTower Advisors, LLC | 0.14% | Add +0.8% | 1,276,732 | $127.1M |
| Plancorp, LLC | 3.93% | Add +11.2% | 1,258,918 | $125.3M |
| Waverly Advisors, LLC | 1.24% | Add +5.1% | 1,243,904 | $123.8M |
| Evensky & Katz LLC | 7.00% | Reduce -0.8% | 1,211,715 | $120.6M |
| Raymond James Financial Inc. | 0.04% | Add +1.5% | 1,132,518 | $112.7M |
| Alesco Advisors, LLC, An ESL Co | 2.88% | Reduce -1.6% | 1,069,636 | $106.5M |
| Prime Capital Investment Advisors, LLC | 1.32% | Reduce -2.1% | 1,056,136 | $105.1M |
| TCI Wealth Advisors, Inc. | 6.14% | Add +12.9% | 1,033,176 | $102.8M |
| Sequoia Financial Advisors, LLC | 0.61% | Add +6.6% | 1,001,576 | $99.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.3% | 994,882 | $99.0M |
| RW Investment Management LLC | 8.83% | Add +156.8% | 860,585 | $85.7M |
| Avantax Planning Partners, Inc. | 2.37% | Add +4.3% | 831,724 | $82.8M |
| American Century Companies Inc. | 0.04% | Add +5.0% | 796,316 | $79.3M |
| Savant Capital, LLC | 0.47% | Add +109.8% | 780,288 | $77.7M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 779,377 | $77.6M |
| Foster Group, Inc. | 2.27% | Add +4.9% | 725,819 | $72.2M |
| Beaird Harris Wealth Management, LLC | 4.98% | Add +6.6% | 705,596 | $70.2M |
| Oxford Financial Group, LTD. LLC | 3.90% | Reduce -5.2% | 692,014 | $68.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.46% | Add +0.1% | 636,120 | $63.3M |
| Cresset Asset Management, LLC | 0.27% | Add +5.5% | 620,532 | $61.8M |
| Satovsky Asset Management LLC | 12.31% | Reduce -0.0% | 619,638 | $61.7M |
| Cetera Investment Advisers | 0.07% | Add +61.4% | 614,276 | $61.1M |
| TruWealth Advisors, LLC | 3.05% | Add +2.6% | 605,662 | $60.3M |
| Comerica Bank | 0.22% | Reduce -2.4% | 595,798 | $59.3M |
| PDS Planning, Inc | 4.02% | Add +3.9% | 583,399 | $58.1M |
| Meredith Wealth Planning | 18.39% | Add +3.1% | 583,079 | $58.0M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -5.5% | 573,716 | $57.1M |
| Zions Bancorporation, National Association | 2.69% | Add +97354.7% | 546,721 | $54.4M |
| Krilogy Financial LLC | 2.03% | Add +21.6% | 553,505 | $54.1M |
| NorthCoast Asset Management LLC | 0.20% | Add +2.5% | 505,994 | $50.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 455,750 | $45.4M |
| Burton Enright Welch | 6.84% | Add +5.4% | 455,237 | $45.3M |
| Werba Rubin Papier Wealth Management | 7.29% | Reduce -0.5% | 453,155 | $45.1M |
| Mariner, LLC | 0.06% | Add +6.4% | 451,747 | $45.0M |
| Marquette Asset Management, LLC | 6.84% | Add +3.3% | 449,371 | $44.7M |
| First Citizens Bank & Trust Co. | 0.95% | Reduce -6.4% | 444,857 | $44.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +16.4% | 416,396 | $41.4M |
| AlphaCore Capital LLC | 1.38% | Add +9.4% | 410,678 | $40.9M |
| Parcion Private Wealth LLC | 2.55% | Reduce -34.0% | 409,900 | $40.8M |
| Financial Partners Group, Inc | 4.88% | Add +0.2% | 394,040 | $39.2M |
| Means Investment Co., Inc. | 3.35% | Add +7.8% | 388,452 | $38.7M |
| Fifth Third Bancorp | 0.12% | Add +13.2% | 386,276 | $38.4M |
| HB Wealth Management, LLC | 0.25% | Reduce -38.1% | 374,876 | $37.3M |
| Team Hewins, LLC | 12.59% | Add +1.0% | 374,680 | $37.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.1% | 371,834 | $36.9M |
| Quarry Hill Advisors, LLC | 18.88% | Add +7.2% | 369,775 | $36.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Add +9.4% | 361,072 | $35.9M |
| Orrstown Financial Services Inc. | 5.76% | Reduce -6.0% | 338,337 | $33.7M |
| Farther Finance Advisors, LLC | 0.50% | Add +216.8% | 333,576 | $33.2M |
| Red Lighthouse Investment Management, LLC | 11.50% | Reduce -0.3% | 330,693 | $32.9M |
| Glenview Trust Co | 0.51% | Add +1.4% | 324,002 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +8.1% | 316,161 | $31.5M |
| Wealthcare Advisory Partners LLC | 0.65% | Add +31.1% | 315,585 | $31.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.52% | Reduce -1.1% | 312,304 | $31.1M |
| MAI Capital Management | 0.19% | Add +9.7% | 311,364 | $31.0M |
| BWM Planning, LLC | 9.12% | Add +3.5% | 307,762 | $30.6M |
| High Probability Advisors, LLC | 4.16% | Add +2.2% | 304,569 | $30.3M |
| Avior Wealth Management, LLC | 0.97% | Reduce -7.8% | 302,838 | $30.1M |
| WMG Financial Advisors, LLC | 10.01% | Reduce -1.1% | 301,474 | $30.0M |
| N.E.W. Advisory Services LLC | 2.66% | Add +2.9% | 298,783 | $29.7M |
| Bare Financial Services, Inc | 8.76% | Add +8.9% | 294,833 | $29.3M |
| Creative Capital Management Investments LLC | 9.28% | Add +1.5% | 291,631 | $29.0M |
| Greenline Partners, LLC | 3.52% | Add +12.0% | 290,797 | $28.9M |
| Kondo Wealth Advisors, Inc. | 11.55% | Add +6.0% | 287,655 | $28.6M |
| Keb Asset Management, LLC | 6.25% | Add +17.4% | 280,008 | $27.9M |
| Eagle Wealth Strategies LLC | 13.60% | Reduce -0.6% | 274,705 | $27.3M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +0.8% | 272,890 | $27.2M |
| Bluespring Wealth Management, LLC | 2.36% | Add +4.1% | 272,522 | $27.1M |
| Valued Wealth Advisors LLC | 12.42% | Add +8.8% | 268,986 | $26.8M |
| Venturi Wealth Management, LLC | 1.24% | Add +83.7% | 268,228 | $26.7M |
| Apollon Wealth Management, LLC | 0.47% | Add +2.2% | 267,417 | $26.6M |
| Intelligence Driven Advisers, LLC | 3.68% | Add +2.1% | 266,861 | $26.6M |
| Acorn Financial Advisory Services Inc. | 3.99% | Add +0.8% | 261,133 | $26.0M |
| McMill Wealth Management | 7.40% | Add +15.5% | 260,851 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -51.4% | 260,495 | $25.9M |
| Cwm, LLC | 0.08% | Add +31.8% | 253,105 | $25.2M |
| Financial Management Network Inc. | 4.06% | Add +19.9% | 244,757 | $24.6M |
| Falcon Wealth Planning | 2.19% | Add +3.7% | 245,195 | $24.4M |
| Harbor Group, Inc. | 3.85% | Reduce -5.6% | 243,365 | $24.2M |
| Jones Financial Companies LLLP | 0.02% | Add +31.5% | 240,540 | $24.2M |
| Hill Investment Group Partners, LLC | 2.94% | Reduce -3.0% | 242,480 | $24.1M |
| Define Financial, LLC | 14.26% | Add +2.1% | 238,823 | $23.8M |
| Atria Investments, Inc | 0.27% | Reduce -2.9% | 238,594 | $23.7M |
| Pathstone Holdings, LLC | 0.09% | Add +8.3% | 236,220 | $23.5M |
| Private Advisor Group, LLC | 0.11% | Reduce -9.2% | 231,544 | $23.0M |
| Quent Capital, LLC | 1.92% | Add +8.9% | 229,741 | $22.9M |
| Lifelong Wealth Advisors, Inc. | 6.78% | Add +3.2% | 228,579 | $22.8M |
| Oakwell Private Wealth Management, LLC | 4.52% | Add +5.0% | 226,146 | $22.5M |
| Chicago Partners Investment Group LLC | 0.58% | Add +3.8% | 222,680 | $22.1M |
| Allegiance Financial Group Advisory Services LLC | 5.08% | Add +10.6% | 221,792 | $22.1M |
| Cowa, LLC | 7.78% | Add +8.6% | 220,800 | $22.0M |
| Fonville Wealth Management LLC | 4.90% | Add +6.1% | 218,614 | $21.8M |
| Correct Capital Wealth Management | 3.99% | Add +2.4% | 217,835 | $21.7M |
| New England Capital Financial Advisors LLC | 9.18% | Add +1.7% | 216,977 | $21.6M |
| Regatta Capital Group, LLC | 3.40% | Add +3.0% | 216,573 | $21.6M |
| WJ Interests, LLC | 8.55% | Add +13.7% | 212,681 | $21.2M |
| Morton Brown Family Wealth, LLC | 6.05% | Add +0.7% | 211,947 | $21.1M |
| Retirement Financial Solutions, LLC | 6.57% | New | 210,977 | $21.0M |
| Tarbox Family Office, Inc. | 3.05% | Add +0.5% | 208,705 | $20.8M |
| Modern Wealth Management, LLC | 0.40% | Reduce -7.5% | 204,791 | $20.4M |
| Flaharty Asset Management, LLC | 2.56% | Add +2.4% | 202,536 | $20.2M |
| Great Point Wealth Advisors, LLC | 3.79% | — | 202,450 | $20.1M |
| MML Investors Services, LLC | 0.05% | Reduce -7.6% | 201,883 | $20.1M |
| Symphony Financial, Ltd. Co. | 2.44% | Add +5.2% | 201,123 | $20.0M |
| Wealth Architects, LLC | 1.88% | Add +1.1% | 199,692 | $19.9M |
| Meritas Wealth Management, LLC | 9.50% | Add +10.8% | 192,670 | $19.2M |
| Flagstone Financial Management | 5.01% | Add +3.5% | 190,665 | $19.0M |
| Highland Financial Advisors, LLC | 5.43% | Add +4.8% | 190,100 | $18.9M |
| Gallagher Fiduciary Advisors, LLC | 0.69% | Add +1.7% | 189,860 | $18.9M |
| WCG Wealth Advisors LLC | 1.17% | Add +1.4% | 186,775 | $18.6M |
| HMV Wealth Advisors, LLC | 10.19% | Add +14.3% | 186,086 | $18.5M |
| Betterment LLC | 0.04% | Add +2.4% | 183,623 | $18.3M |
| Rothschild Investment LLC | 1.03% | Add +0.7% | 182,646 | $18.2M |
| Fort Vancouver Investment Management, LLC | 10.01% | Add +7.7% | 181,092 | $18.0M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +1.6% | 180,956 | $18.0M |
| Heritage Financial Services, LLC | 1.61% | Add +7.1% | 179,957 | $17.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.79% | Add +2.3% | 177,415 | $17.7M |
| Parkshore Wealth Management, Inc. | 7.17% | Add +131.3% | 176,711 | $17.6M |
| Symmetry Partners, LLC | 1.91% | Add +9.2% | 176,194 | $17.5M |
| Bfsg, LLC | 1.70% | Add +2.2% | 175,760 | $17.5M |
| JRM Investment Counsel, LLC | 5.22% | Add +8.0% | 173,495 | $17.3M |
| Family Investment Center, Inc. | 3.58% | Reduce -0.1% | 173,241 | $17.2M |
| Strategic Blueprint, LLC | 0.75% | Add +0.6% | 173,198 | $17.2M |
| Northwest Wealth Management, LLC | 2.82% | Reduce -2.4% | 172,127 | $17.1M |
| MB Generational Wealth, LLC | 10.79% | — | 170,714 | $17.0M |
| Park Avenue Securities LLC | 0.13% | New | 169,791 | $16.9M |
| Stock Yards Bank & Trust Co. | 0.53% | Add +0.6% | 169,525 | $16.9M |
| Mraz, Amerine & Associates, Inc. | 2.59% | Add +2.8% | 167,186 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.3% | 160,226 | $15.9M |
| Bison Wealth, LLC | 1.47% | Add +17.6% | 160,427 | $15.9M |
| Drake & Associates, LLC | 3.33% | Add +14.9% | 162,630 | $15.9M |
| Sage Rhino Capital LLC | 3.03% | Reduce -2.9% | 157,356 | $15.7M |
| Ocean Park Asset Management, LLC | 0.64% | New | 157,035 | $15.6M |
| Wallington Asset Management, LLC | 2.02% | Add +1.6% | 156,244 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 156,187 | $15.5M |
| Tiaa Trust, National Association | 0.04% | Add +138.2% | 155,381 | $15.5M |
| First Merchants Corp. | 0.58% | Add +13.1% | 155,352 | $15.5M |
| ABLE Financial Group, LLC | 3.32% | Add +9.8% | 154,088 | $15.3M |
| Peak Asset Management, LLC | 2.65% | Add +3.0% | 152,375 | $15.2M |
| Opus Capital Group, LLC | 1.70% | Add +2.3% | 151,805 | $15.1M |
| Aire Advisors, LLC | 2.74% | Add +0.9% | 151,354 | $15.1M |
| BetterWealth, LLC | 3.59% | Add +3.5% | 151,311 | $15.1M |
| Apella Capital, LLC | 0.34% | Add +146.7% | 155,087 | $15.1M |
| Arlington Financial Advisors, LLC | 2.20% | Add +6.6% | 150,029 | $14.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -3.2% | 146,972 | $14.6M |
| Stephens Consulting, LLC | 5.03% | Reduce -27.8% | 146,522 | $14.6M |
| Avondale Wealth Management | 7.75% | Add +4.5% | 146,239 | $14.6M |
| Willow Creek Wealth Management Inc. | 1.20% | Add +0.7% | 146,054 | $14.5M |
| Quantum Financial Advisors, LLC | 1.76% | Add +8.7% | 145,283 | $14.5M |
| Stephens Inc. | 0.18% | Add +1.3% | 144,765 | $14.4M |
| SFG Wealth Management, LLC. | 6.23% | New | 144,394 | $14.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +52.3% | 143,743 | $14.3M |
| REAP Financial Group, LLC | 3.06% | Add +12.3% | 141,420 | $14.1M |
| Pine Harbor Wealth Management, LLC | 4.51% | Reduce -10.8% | 141,234 | $14.1M |
| Compass Ion Advisors, LLC | 1.32% | Add +0.1% | 138,031 | $13.7M |
| Claris Advisors, LLC / Mo / | 4.77% | No change | 150,699 | $13.7M |
| Zhang Financial LLC | 0.56% | Add +42.8% | 137,754 | $13.7M |
| Mfa Wealth Advisors, LLC | 2.93% | Add +0.2% | 134,964 | $13.4M |
| Hamilton Point Investment Advisors, LLC | 2.09% | Add +1.8% | 134,804 | $13.4M |
| Apeiron RIA LLC | 3.02% | Add +3.3% | 137,423 | $13.4M |
| Libra Wealth LLC | 4.01% | Add +22.0% | 134,341 | $13.4M |
| Poinciana Advisors Group, LLC | 11.24% | Add +1.9% | 133,776 | $13.3M |
| Revolve Wealth Partners, LLC | 1.56% | Add +7.1% | 130,878 | $13.0M |
| Allworth Financial LP | 0.06% | Reduce -1.6% | 130,036 | $12.9M |
| Nottingham Advisors, Inc. | 1.79% | Add +0.4% | 129,706 | $12.9M |
| O'Connor Financial Group LLC | 5.37% | Add +2.1% | 128,623 | $12.8M |
| Total Wealth Planning, LLC | 1.47% | Add +11.9% | 127,351 | $12.7M |
| Simplicity Wealth,LLC | 0.72% | Reduce -49.9% | 125,535 | $12.5M |
| Insight Wealth Strategies, LLC | 1.47% | Reduce -0.1% | 125,422 | $12.5M |
| Kavar Capital Partners Group, LLC | 1.65% | Add +2.3% | 124,196 | $12.4M |
| Objectivity Squared, LLC | 7.29% | Add +9.7% | 122,830 | $12.2M |
| Nwam LLC | 0.66% | Add +7.9% | 123,004 | $12.2M |
| Collective Family Office LLC | 2.92% | Add +3.8% | 122,127 | $12.2M |
| Bowman & Co S.C. | 5.13% | Reduce -1.4% | 121,559 | $12.1M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -9.3% | 120,965 | $12.0M |
| Bank of Montreal | 0.01% | Add +11.6% | 120,303 | $12.0M |
| Advisory Services Network, LLC | 0.18% | Add +1.4% | 119,927 | $11.9M |
| FAS Wealth Partners, Inc. | 0.81% | Add +8.8% | 119,820 | $11.9M |
| McIlrath & Eck, LLC | 1.22% | Add +7.2% | 118,943 | $11.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.8% | 118,625 | $11.8M |
| Certified Advisory Corp | 1.11% | Add +3.5% | 117,894 | $11.7M |
| Trilogy Capital Inc. | 0.54% | Add +1.7% | 117,450 | $11.7M |
| WESPAC Advisors SoCal, LLC | 2.37% | Add +78.9% | 117,124 | $11.7M |
| AQR Capital Management | 0.01% | Add +16.9% | 117,083 | $11.7M |
| Echo Wealth Management, LLC | 6.77% | Reduce -0.7% | 116,590 | $11.6M |
| Silver Oak Securities, Incorporated | 0.87% | Add +0.6% | 116,168 | $11.6M |
| Regimen Wealth, LLC | 3.34% | Reduce -0.7% | 113,039 | $11.2M |
| Private Wealth Management Group, LLC | 3.06% | Add +6.0% | 111,615 | $11.1M |
| Arq Wealth Advisors, LLC | 3.26% | Reduce -4.8% | 110,702 | $11.0M |
| Ancora Advisors LLC | 0.22% | Add +6.3% | 110,561 | $11.0M |
| Midwest Financial Group LLC | 5.24% | Add +4.8% | 110,433 | $11.0M |
| Pacific Life Fund Advisors LLC | 1.12% | Reduce -20.9% | 109,418 | $10.9M |
| Porter White Investment Advisors, Inc. | 4.67% | Add +0.6% | 109,206 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +52.2% | 107,741 | $10.7M |
| Stokes Family Office, LLC | 1.00% | Reduce -2.1% | 106,301 | $10.6M |
| Financial Futures Ltd Liability Co. | 5.11% | Add +4.2% | 105,663 | $10.5M |
| Caliber Wealth Management, LLC / KS | 1.17% | Add +8.8% | 105,388 | $10.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.31% | Reduce -0.1% | 105,257 | $10.5M |
| Voisard Asset Management Group, Inc. | 2.42% | Add +8.0% | 105,249 | $10.5M |
| Proathlete Wealth Management LLC | 3.00% | Add +5.8% | 104,767 | $10.4M |
| Seven Mile Advisory | 1.69% | New | 103,824 | $10.3M |
| Three Cord True Wealth Management, LLC | 6.93% | Add +2.5% | 102,921 | $10.2M |
| Alliance Wealth Advisors, LLC | 5.11% | Add +3.0% | 102,697 | $10.2M |
| Beta Wealth Group, Inc. | 4.01% | Add +2.6% | 102,158 | $10.2M |
| Shotwell Rutter Baer Inc | 6.54% | Add +0.3% | 101,473 | $10.1M |
| Journey Strategic Wealth LLC | 0.28% | Add +7.2% | 101,174 | $10.1M |
| Mgo One Seven LLC | 0.23% | Add +329.0% | 100,656 | $10.0M |
| Lutz Financial Services LLC | 0.71% | Add +6.0% | 98,478 | $9.8M |
| Venture Visionary Partners LLC | 0.33% | Add +2.4% | 97,682 | $9.7M |
| Centaurus Financial, Inc. | 0.45% | Add +2.1% | 97,171 | $9.7M |
| Austin Asset Management Co Inc | 1.84% | Add +1.6% | 97,135 | $9.7M |
| Diversify Wealth Management, LLC | 0.55% | Add +0.0% | 97,815 | $9.6M |
| Greenup Street Wealth Management LLC | 1.47% | Reduce -33.1% | 96,058 | $9.6M |
| Capital Analysts, LLC | 0.28% | Add +16.7% | 94,816 | $9.4M |
| USAdvisors Wealth Management, LLC | 3.25% | Add +1.2% | 94,771 | $9.4M |
| Burk Holdings LLC | 5.02% | Add +7.3% | 94,533 | $9.4M |
| WealthCollab, LLC | 4.33% | Add +8.2% | 94,320 | $9.4M |
| BSW Wealth Partners | 1.17% | Add +7.4% | 94,095 | $9.4M |
| Towneley Capital Management, Inc / DE | 2.03% | Reduce -1.5% | 93,794 | $9.3M |
| Klaas Financial Asset Advisors, LLC | 1.39% | Add +2.0% | 93,307 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +14.5% | 92,398 | $9.2M |
| Family Wealth Partners, LLC | 3.44% | Add +0.8% | 92,338 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -3.9% | 92,274 | $9.2M |
| Atlanta Consulting Group Advisors, LLC | 2.25% | Add +1.7% | 92,242 | $9.2M |
| Cerro Pacific Wealth Advisors LLC | 2.49% | Reduce -13.8% | 91,447 | $9.1M |
| True Wealth Design, LLC | 2.77% | Reduce -0.5% | 91,107 | $9.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.91% | Add +3.8% | 90,589 | $9.0M |
| Waterfront Wealth Inc. | 1.83% | Add +4.1% | 90,936 | $8.9M |
| Greenwich Wealth Management LLC | 0.44% | Add +32.4% | 89,480 | $8.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.9% | 88,942 | $8.9M |
| Gateway Wealth Partners, LLC | 1.19% | Add +7.4% | 88,548 | $8.8M |
| Capital Planning Advisors, LLC | 1.20% | Add +1.0% | 87,924 | $8.8M |
| Collaborative Wealth Managment Inc. | 3.51% | Add +6.4% | 87,135 | $8.7M |
| Moneco Advisors, LLC | 0.71% | Add +4.2% | 85,517 | $8.5M |
| Brady Martz Wealth Solutions, LLC | 1.52% | Reduce -0.5% | 84,218 | $8.4M |
| &partners | 0.05% | Add +5.6% | 84,171 | $8.4M |
| Trace Wealth Advisors, LLC | 6.18% | Add +0.1% | 83,120 | $8.3M |
| Compound Planning, Inc. | 0.27% | Add +990.7% | 83,110 | $8.3M |
| Concord Asset Management, LLC | 1.50% | Add +1.8% | 83,055 | $8.3M |
| Watts Gwilliam & Co., LLC | 1.33% | Add +0.1% | 82,795 | $8.2M |
| Concord Wealth Partners | 1.14% | Add +1.5% | 82,761 | $8.2M |
| Oak Wealth Advisors LLC | 4.75% | Add +0.3% | 82,125 | $8.2M |
| Foster & Motley Inc. | 0.44% | Add +6.6% | 82,098 | $8.2M |
| Sax Wealth Advisors, LLC | 0.44% | Reduce -22.0% | 81,632 | $8.1M |
| Navalign, LLC | 2.13% | Add +0.9% | 81,059 | $8.1M |
| Advisor OS, LLC | 0.70% | Reduce -6.1% | 80,986 | $8.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +93.4% | 80,477 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +24.4% | 80,436 | $8.0M |
| PFG Private Wealth Management, LLC | 3.57% | New | 80,431 | $8.0M |
| Integrity Wealth Solutions LLC | 3.57% | Add +6.7% | 80,431 | $8.0M |
| MJP Associates Inc. | 1.05% | Reduce -8.2% | 80,047 | $8.0M |
| Cooper Financial Group | 0.87% | Reduce -2.0% | 79,038 | $7.9M |
| Global Strategic Investment Solutions, LLC | 0.78% | Reduce -3.9% | 78,899 | $7.9M |
| Islay Capital Management, LLC | 4.55% | Add +9.2% | 78,883 | $7.9M |
| Arcadia Wealth Management, Inc. | 4.75% | Add +4.7% | 78,608 | $7.8M |
| Running Point Capital Advisors, LLC | 2.06% | Add +1.5% | 77,435 | $7.7M |
| Liberty Capital Management, Inc. | 1.44% | Add +8.4% | 77,128 | $7.7M |
| IAM Advisory, LLC | 1.71% | Add +0.9% | 76,556 | $7.6M |
| Ameritas Advisory Services, LLC | 0.50% | Add +0.4% | 76,251 | $7.6M |
| Dakota Wealth Management | 0.15% | Add +8.6% | 76,208 | $7.6M |
| Wedmont Private Capital | 0.28% | Reduce -1.4% | 76,345 | $7.6M |
| Mutual Advisors, LLC | 0.17% | Add +6.3% | 76,229 | $7.6M |
| Bayshore Asset Management, LLC | 3.24% | Add +5.2% | 76,002 | $7.6M |
| Widmann Financial Services, Inc. | 4.72% | Add +6.1% | 75,432 | $7.5M |
| Daymark Wealth Partners, LLC | 0.25% | Reduce -9.6% | 74,935 | $7.5M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -5.6% | 74,908 | $7.5M |
| Dogwood Wealth Management LLC | 3.37% | Add +7.5% | 74,502 | $7.4M |
| Visionary Horizons, LLC | 4.14% | Add +4.6% | 74,465 | $7.4M |
| Cahill Financial Advisors Inc. | 0.83% | Add +7.4% | 72,959 | $7.3M |
| KPP Advisory Services LLC | 1.08% | Reduce -14.2% | 72,883 | $7.3M |
| First National Bank Sioux Falls | 2.25% | Add +1.2% | 72,536 | $7.2M |
| NCM Capital Management, LLC | 2.79% | Reduce -1.9% | 72,346 | $7.2M |
| Ullmann Wealth Partners Group, LLC | 0.79% | Add +44.5% | 72,282 | $7.2M |
| Wealthfront Advisers LLC | 0.02% | Add +12.0% | 72,069 | $7.2M |
| Earned Wealth Advisors, LLC | 1.17% | Add +3.7% | 71,573 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Add +63.1% | 71,184 | $7.1M |
| Prosperity Planning, Inc. | 2.67% | Add +7.6% | 71,045 | $7.1M |
| Higgins & Schmidt Wealth Strategies LLC | 3.54% | Add +3.0% | 70,502 | $7.0M |
| Yardley Wealth Management LLC | 3.90% | Reduce -5.4% | 70,183 | $7.0M |
| Intergy Private Wealth, LLC | 2.17% | Add +1.9% | 69,754 | $6.9M |
| Tortoise Investment Management, LLC | 0.62% | Reduce -2.9% | 69,475 | $6.9M |
| Provident Wealth Management, LLC | 2.07% | Add +0.8% | 68,740 | $6.8M |
| Physician Wealth Solutions Inc. | 2.96% | Add +0.6% | 68,109 | $6.8M |
| Rainey & Randall Wealth Advisors Inc. | 1.13% | Add +1.2% | 67,801 | $6.7M |
| L2 Asset Management, LLC | 0.98% | Add +27.4% | 67,742 | $6.7M |
| Planned Solutions, Inc. | 2.34% | Reduce -1.3% | 67,671 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | New | 67,381 | $6.7M |
| Carr Financial Group Corp | 1.84% | Reduce -25.6% | 67,157 | $6.7M |
| Midwest Heritage Bank, FSB | 2.35% | Add +0.1% | 66,588 | $6.6M |
| Perigon Wealth Management, LLC | 0.13% | Add +7.3% | 65,848 | $6.6M |
| Diversified Portfolios, Inc. | 0.57% | Add +5.6% | 65,088 | $6.5M |
| Bridgewealth Advisory Group, LLC | 1.50% | Add +6.5% | 65,073 | $6.5M |
| Creative Financial Designs Inc. | 0.43% | Add +4.3% | 64,689 | $6.4M |
| Freestate Advisors LLC | 5.26% | Add +4.3% | 62,961 | $6.3M |
| Golden Bell Financial Planning LLC | 5.44% | Add +2.0% | 62,951 | $6.3M |
| ERn Financial, LLC | 1.23% | Add +1.7% | 62,640 | $6.2M |
| White Pine Investment CO | 1.47% | Add +1.3% | 62,191 | $6.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +17286.3% | 60,852 | $6.1M |
| Navigoe, LLC | 3.85% | Add +29.9% | 60,614 | $6.0M |
| ProVise Management Group, LLC | 0.44% | Add +6.7% | 60,399 | $6.0M |
| CoreFirst Bank & Trust | 3.22% | Add +1.2% | 59,752 | $5.9M |
| Relyea Zuckerberg Hanson LLC | 0.62% | Reduce -1.3% | 59,488 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 59,271 | $5.9M |
| Team Financial Group, LLC | 2.72% | Reduce -0.1% | 58,923 | $5.9M |
| PCG Wealth Advisors, LLC | 1.70% | New | 58,697 | $5.8M |
| Del-Sette Capital Management, LLC | 3.61% | Add +20.0% | 58,330 | $5.8M |
| Sterneck Capital Management, LLC | 2.67% | Add +3.0% | 57,548 | $5.7M |
| Community Bank, N.A. | 0.69% | Reduce -0.1% | 57,334 | $5.7M |
| Level Four Advisory Services, LLC | 0.20% | Add +1.8% | 57,283 | $5.7M |
| Jackson Thornton Wealth Management, LLC | 0.58% | Reduce -19.4% | 56,933 | $5.7M |
| Capstone Wealth Management, LLC | 4.30% | Reduce -0.8% | 56,187 | $5.6M |
| Plum Street Advisors, LLC | 2.16% | Add +47.7% | 56,172 | $5.6M |
| CVA Family Office, LLC | 0.72% | Reduce -0.8% | 56,051 | $5.6M |
| Kestra Investment Management, LLC | 0.15% | Add +81.9% | 55,760 | $5.5M |
| Frontier Asset Management, LLC | 1.38% | Add +0.2% | 55,614 | $5.5M |
| Lifestyle Asset Management, Inc. | 1.88% | Reduce -0.3% | 55,435 | $5.5M |
| WorthPointe, LLC | 2.06% | Add +5.8% | 55,246 | $5.5M |
| Paragon Advisors, LLC | 1.42% | Add +839.5% | 55,066 | $5.5M |
| Enzi Wealth | 1.90% | Add +1.2% | 55,770 | $5.4M |
| SkyOak Wealth, LLC | 1.02% | Add +28.4% | 54,281 | $5.4M |
| Castle Wealth Management LLC | 1.81% | Reduce -0.3% | 53,975 | $5.4M |
| Elevate Wealth Advisory, Inc. | 3.87% | Reduce -4.4% | 53,548 | $5.3M |
| Lantern Wealth Advisors, LLC | 2.73% | Add +27.5% | 52,457 | $5.2M |
| Quadcap Wealth Management, LLC | 0.62% | Add +2.8% | 52,451 | $5.2M |
| Accredited Investor Services, LLC | 3.57% | Add +5.0% | 52,155 | $5.2M |
| Tillman Hartley LLC | 1.34% | Add +9.1% | 52,143 | $5.2M |
| Benningfield Financial Advisors, LLC | 4.07% | Add +16.6% | 51,787 | $5.2M |
| Visionary Wealth Advisors | 0.24% | Add +25.3% | 51,608 | $5.1M |
| Northland Capital Management LLC | 2.97% | Add +0.3% | 51,069 | $5.1M |
| BlueStem Wealth Partners, LLC | 0.58% | Add +1.5% | 50,769 | $5.1M |
| Vawter Financial, Ltd. | 2.26% | New | 49,946 | $5.0M |
| Liberty One Investment Management, LLC | 0.28% | Reduce -2.8% | 49,942 | $5.0M |
| Lindenwold Advisors, INC | 2.29% | Add +1.6% | 48,623 | $4.8M |
| Westside Investment Management, Inc. | 0.77% | Reduce -0.8% | 48,385 | $4.8M |
| Cascade Financial Partners, LLC | 0.55% | Add +8.2% | 48,102 | $4.8M |
| Oppenheimer & Co. Inc. | 0.06% | Add +15.4% | 47,989 | $4.8M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -0.9% | 47,738 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +3.9% | 47,569 | $4.7M |
| Orion Capital Management LLC | 1.63% | Add +1.2% | 46,870 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.9% | 46,070 | $4.6M |
| Independent Advisor Alliance | 0.12% | Add +32.4% | 45,876 | $4.6M |
| Rialto Wealth Management, LLC | 1.18% | Add +152.9% | 45,825 | $4.6M |
| Bragg Financial Advisors, Inc | 0.15% | New | 45,558 | $4.5M |
| Seed Wealth Management, Inc. | 3.10% | Reduce -1.9% | 45,150 | $4.5M |
| Equita Financial Network, Inc. | 1.51% | Reduce -8.7% | 45,009 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -3.3% | 44,868 | $4.5M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +36.2% | 44,768 | $4.5M |
| Telos Capital Management, Inc. | 0.42% | Add +2.3% | 43,978 | $4.4M |
| Stone Summit Wealth LLC | 1.23% | Add +0.7% | 43,700 | $4.3M |
| Peirce Capital Management, LLC | 1.80% | Reduce -0.7% | 43,529 | $4.3M |
| Fidelity D & D Bancorp Inc. | 2.30% | Add +12.4% | 41,981 | $4.2M |
| SC&H Financial Advisors, Inc. | 0.68% | Reduce -19.8% | 41,794 | $4.2M |
| Vista Investment Partners LLC | 1.15% | Add +10.9% | 41,369 | $4.1M |
| Sylvest Advisors, LLC | 2.18% | Reduce -2.4% | 40,859 | $4.1M |
| GC Wealth Management RIA, LLC | 0.13% | Add +745.3% | 40,818 | $4.1M |
| Passive Capital Management, LLC. | 1.32% | Reduce -27.1% | 40,614 | $4.0M |
| Mayfair Advisory Group, LLC | 1.73% | Add +0.7% | 40,508 | $4.0M |
| Axxcess Wealth Management, LLC | 0.09% | Add +10.7% | 40,426 | $4.0M |
| Larson Financial Group LLC | 0.14% | Reduce -16.7% | 40,365 | $4.0M |
| LexAurum Advisors, LLC | 0.57% | Reduce -26.2% | 40,237 | $4.0M |
| EnRich Financial Partners LLC | 1.13% | Add +7.5% | 39,889 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +44.6% | 39,744 | $4.0M |
| CSS LLC | 0.68% | Add +18.4% | 38,920 | $3.9M |
| Dopkins Wealth Management, LLC | 1.61% | Add +0.5% | 38,376 | $3.8M |
| Baker Tilly Wealth Management, LLC | 0.86% | New | 38,096 | $3.8M |
| Flywheel Private Wealth LLC | 2.95% | Add +3.2% | 37,890 | $3.8M |
| Cloud Capital Management, LLC | 1.98% | Add +13.1% | 37,775 | $3.8M |
| McLean Asset Management Corp | 0.77% | Add +19.7% | 37,277 | $3.7M |
| Premier Path Wealth Partners, LLC | 0.48% | Add +5.5% | 37,575 | $3.7M |
| Pacific Asset Management, LLC | 2.48% | Add +8.2% | 36,763 | $3.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.76% | Reduce -7.1% | 36,418 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Add +299.4% | 36,085 | $3.6M |
| Clearstead Advisors, LLC | 0.05% | Add +34.2% | 35,746 | $3.6M |
| Silver Oak Wealth Advisors Services, LLC | 2.30% | Add +2.2% | 34,998 | $3.5M |
| Fidelis Capital Partners, LLC | 0.27% | Add +0.8% | 34,967 | $3.5M |
| DBK Financial Counsel, LLC | 2.93% | Add +7.7% | 34,961 | $3.5M |
| Avant Financial Advisors LLC | 2.60% | Add +2.1% | 34,650 | $3.4M |
| IMA Advisory Services, Inc. | 0.35% | Reduce -0.3% | 34,475 | $3.4M |
| Austin Wealth Management, LLC | 0.53% | Add +5.7% | 34,692 | $3.4M |
| Fifth Third Securities, Inc. | 0.23% | Add +6.0% | 33,813 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.74% | Add +9.6% | 33,774 | $3.4M |
| World Investment Advisors | 0.07% | Add +10.2% | 33,638 | $3.3M |
| Bull Oak Capital, LLC | 1.41% | Reduce -34.0% | 33,397 | $3.3M |
| Emprise Bank | 1.42% | Reduce -1.4% | 33,069 | $3.3M |
| Sculati Wealth Management, LLC | 1.16% | Add +25.3% | 32,908 | $3.3M |
| Curio Wealth, LLC | 1.34% | Add +5.9% | 32,878 | $3.3M |
| Foundry Financial Group, Inc. | 1.70% | Reduce -1.1% | 32,510 | $3.2M |
| JDH Wealth Management, LLC | 2.28% | Reduce -4.0% | 32,277 | $3.2M |
| Maridea Wealth Management LLC | 0.50% | New | 32,389 | $3.2M |
| PFC Capital Group, Inc. | 1.33% | Add +26.9% | 31,759 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -4.5% | 31,181 | $3.1M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +11.3% | 30,634 | $3.0M |
| Aprio Wealth Management, LLC | 0.30% | Reduce -21.4% | 30,573 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Add +348.5% | 30,500 | $3.0M |
| Aspire Capital Advisors LLC | 0.75% | Add +3.7% | 30,392 | $3.0M |
| New England Private Wealth Advisors LLC | 0.40% | Reduce -29.2% | 30,242 | $3.0M |
| Clarus Group, Inc. | 1.05% | Reduce -69.7% | 30,214 | $3.0M |
| L.K. Benson & Company, P.C. | 1.61% | Reduce -2.1% | 29,941 | $3.0M |
| Level Financial Advisors | 0.83% | Reduce -2.4% | 29,538 | $2.9M |
| Integrated Capital Management, LLC | 1.29% | Reduce -69.5% | 29,293 | $2.9M |
| Canvas Wealth Advisors, LLC | 0.53% | Reduce -36.4% | 28,985 | $2.9M |
| Stegent Equity Advisors, Inc. | 2.37% | Reduce -18.5% | 29,228 | $2.9M |
| Friday Financial | 1.22% | Add +33.1% | 29,223 | $2.9M |
| Summit Financial, LLC | 0.04% | New | 29,152 | $2.9M |
| Courier Capital LLC | 0.17% | Add +9.2% | 29,128 | $2.9M |
| Greenspring Advisors, LLC | 0.51% | — | 28,985 | $2.9M |
| Nkcfo LLC | 0.86% | New | 28,600 | $2.8M |
| Pasadena Private Wealth, LLC | 0.41% | Reduce -2.2% | 28,346 | $2.8M |
| Heritage Wealth Management, Inc. | 0.82% | Reduce -0.8% | 28,182 | $2.8M |
| Tranquility Partners, LLC | 0.95% | Reduce -1.0% | 28,153 | $2.8M |
| Cozad Asset Management Inc. | 0.22% | Add +4.1% | 28,113 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +0.3% | 27,933 | $2.8M |
| Faithward Advisors, LLC | 0.41% | Add +3.5% | 27,836 | $2.8M |
| Holcombe Financial, Inc. | 1.91% | Add +3.6% | 27,463 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +1.1% | 27,316 | $2.7M |
| Lam Group, Inc. | 1.68% | Add +2.4% | 27,295 | $2.7M |
| Goldstone Financial Group, LLC | 0.32% | Add +1.4% | 27,184 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.43% | Add +2.5% | 27,067 | $2.7M |
| CAP Partners, LLC | 1.52% | Add +3.1% | 26,994 | $2.7M |
| First Manhattan Co. Llc. | 0.01% | Add +11.6% | 26,855 | $2.7M |
| Global Retirement Partners, LLC | 0.06% | Add +5.9% | 26,545 | $2.6M |
| IHT Wealth Management, LLC | 0.07% | Reduce -4.7% | 26,329 | $2.6M |
| Herold Advisors, Inc. | 0.61% | Reduce -66.0% | 26,305 | $2.6M |
| Alpha Financial Advisors, LLC | 0.92% | Add +2.6% | 26,290 | $2.6M |
| FMB Wealth Management | 1.10% | No change | 26,028 | $2.6M |
| Lauterbach Financial Advisors, LLC | 1.30% | Add +9.5% | 26,016 | $2.6M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -17.6% | 25,818 | $2.6M |
| RDA Financial Network | 0.62% | Add +1.5% | 25,324 | $2.5M |
| Sigma Planning Corp | 0.07% | Reduce -4.3% | 25,209 | $2.5M |
| B&D White Capital Company, LLC | 0.32% | Add +23.0% | 25,196 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +22.6% | 25,051 | $2.5M |
| ORBA Wealth Advisors, L.L.C. | 2.05% | Add +2.0% | 25,035 | $2.5M |
| Aerodigm Wealth, LLC | 1.05% | Reduce -0.4% | 24,871 | $2.5M |
| Squire Investment Management Company, LLC | 0.80% | Add +1.2% | 24,712 | $2.5M |
| Versant Capital Management, Inc | 0.33% | Reduce -0.9% | 24,521 | $2.4M |
| Paragon Capital Management Ltd | 0.46% | Reduce -15.1% | 24,162 | $2.4M |
| Cardiff Park Advisors, LLC | 0.18% | Reduce -18.8% | 24,019 | $2.4M |
| Haven Private, LLC | 1.04% | Add +7.1% | 23,659 | $2.4M |
| Etesian Wealth Advisors, Inc. | 0.77% | Add +4.1% | 23,491 | $2.3M |
| Meadow Creek Wealth Advisors LLC | 1.55% | Reduce -4.2% | 24,032 | $2.3M |
| TFB Advisors LLC | 0.67% | Reduce -4.0% | 23,228 | $2.3M |
| Asset Dedication, LLC | 0.15% | Reduce -5.5% | 22,976 | $2.3M |
| Arbor Wealth Advisors LLC | 1.70% | Add +5.4% | 22,865 | $2.3M |
| Cornerstone Management, Inc. | 0.37% | Reduce -3.8% | 22,736 | $2.3M |
| XY Planning Network, Inc. | 0.77% | No change | 24,764 | $2.3M |
| Heritage Wealth Management, Inc. | 1.53% | Add +3.9% | 22,569 | $2.2M |
| Atala Financial Inc | 1.40% | Add +12.3% | 22,540 | $2.2M |
| Fortitude Family Office, LLC | 0.60% | Reduce -5.5% | 22,347 | $2.2M |
| Independence Bank of Kentucky | 0.28% | Reduce -4.3% | 22,255 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -8.0% | 22,161 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +7.4% | 22,121 | $2.2M |
| Proactive Wealth Strategies LLC | 0.92% | Add +2.3% | 21,557 | $2.1M |
| Centerpoint Advisory Group | 1.66% | Reduce -1.5% | 21,405 | $2.1M |
| Principal Securities, Inc. | 0.03% | Add +7.4% | 21,213 | $2.1M |
| Cypress Point Wealth Management, LLC | 0.42% | Reduce -33.0% | 20,971 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -41.8% | 20,800 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +286.5% | 20,722 | $2.1M |
| Argent Trust Co | 0.07% | Add +59.5% | 20,576 | $2.0M |
| Broadway Wealth Solutions, Inc. | 1.14% | Add +7.3% | 20,510 | $2.0M |
| FineMark National Bank & Trust | 0.07% | New | 20,363 | $2.0M |
| Parkwoods Wealth Partners, LLC | 0.69% | Add +327.0% | 20,206 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.7% | 20,176 | $2.0M |
| Armbruster Capital Management, Inc. | 0.34% | Add +14.2% | 20,128 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +9.4% | 19,940 | $2.0M |
| CRA Financial Services, LLC | 0.27% | Add +7.6% | 19,720 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -3.8% | 19,438 | $1.9M |
| Puff Wealth Management, LLC | 2.94% | Reduce -11.1% | 19,429 | $1.9M |
| Milestone Asset Management Group, LLC | 1.21% | Add +7.8% | 19,318 | $1.9M |
| Evanson Asset Management, LLC | 0.11% | Add +6.1% | 19,185 | $1.9M |
| Leading Edge Financial Planning LLC | 0.48% | Reduce -5.1% | 19,128 | $1.9M |
| Abacus Planning Group, Inc. | 0.26% | Add +0.4% | 19,101 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Reduce -3.1% | 18,871 | $1.9M |
| Fiduciary Advisors, Inc. | 1.50% | Add +23.5% | 18,619 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.40% | Add +1.6% | 18,445 | $1.8M |
| Factor Wealth Management LTD | 0.45% | Add +5.7% | 18,139 | $1.8M |
| Motco | 0.16% | Add +13.6% | 18,138 | $1.8M |
| Fortress Wealth Management, Inc. | 0.80% | Add +26.5% | 18,041 | $1.8M |
| Fortis Capital Management LLC | 0.25% | Add +0.4% | 17,878 | $1.8M |
| Insight Wealth Partners, LLC | 0.78% | Add +3.5% | 17,799 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +2.9% | 17,783 | $1.8M |
| Equity Wealth Partners, LLC | 1.43% | — | 17,694 | $1.8M |
| Nixon Peabody Trust Co. | 0.13% | Add +4.0% | 17,684 | $1.8M |
| MN Wealth Advisors, LLC | 0.94% | Reduce -1.1% | 17,605 | $1.8M |
| Apollon Financial, LLC | 0.29% | Add +9.5% | 17,344 | $1.7M |
| Renaissance Technologies | 0.00% | Add +67.7% | 17,100 | $1.7M |
| Rockwood Wealth Management, LLC | 0.13% | Add +0.6% | 16,814 | $1.7M |
| Beacon Financial Group | 0.16% | Reduce -31.3% | 16,720 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.8% | 16,565 | $1.6M |
| CGC Financial Services, LLC | 0.45% | Reduce -90.3% | 16,546 | $1.6M |
| San Luis Wealth Advisors LLC | 0.30% | New | 16,465 | $1.6M |
| GEM Asset Management, LLC | 0.78% | Add +3.3% | 16,462 | $1.6M |
| Bokf, NA | 0.02% | Add +13.1% | 16,239 | $1.6M |
| RVW Wealth, LLC | 0.13% | Reduce -19.7% | 16,149 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | New | 16,080 | $1.6M |
| BigSur Wealth Management LLC | 0.39% | Reduce -37.9% | 16,067 | $1.6M |
| Ironwood Financial, llc | 0.28% | Add +43.2% | 16,058 | $1.6M |
| SOL Capital Management CO | 0.14% | Reduce -30.0% | 15,935 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -16.3% | 15,679 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +2.9% | 15,643 | $1.6M |
| Forum Financial Management, LP | 0.02% | Reduce -0.3% | 15,607 | $1.6M |
| Guidance Capital, Inc. | 0.41% | Add +8.6% | 15,538 | $1.6M |
| Intrua Financial, LLC | 0.18% | New | 15,498 | $1.5M |
| Sachetta, LLC | 0.57% | Reduce -4.7% | 15,358 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -28.5% | 15,197 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +3.7% | 15,149 | $1.5M |
| National Bank of Canada | 0.00% | Add +0.7% | 15,104 | $1.5M |
| Clark Asset Management, LLC | 0.17% | Reduce -4.5% | 15,106 | $1.5M |
| Traphagen Investment Advisors LLC | 0.13% | Reduce -1.7% | 15,097 | $1.5M |
| First Citizens Asset Management, Inc. | 0.53% | Reduce -6.9% | 14,944 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.16% | Add +183.7% | 14,849 | $1.5M |
| Sheets Smith Wealth Management | 0.17% | Reduce -0.1% | 14,827 | $1.5M |
| Almanack Investment Partners, LLC. | 0.23% | Add +4.7% | 14,817 | $1.5M |
| Tower Wealth Partners, Inc. | 0.81% | Add +4.2% | 14,724 | $1.5M |
| Savvy Advisors, Inc. | 0.07% | Add +1.1% | 14,689 | $1.5M |
| Debussy Capital Management LP | 0.21% | Reduce -3.4% | 14,575 | $1.5M |
| Endeavor Private Wealth, Inc. | 0.45% | Reduce -1.3% | 14,563 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Add +10.1% | 14,404 | $1.4M |
| Uptick Partners, LLC | 0.37% | Add +59.5% | 14,268 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +5.6% | 14,212 | $1.4M |
| Seaside Wealth Management, Inc. | 0.42% | Reduce -3.4% | 14,186 | $1.4M |
| Integris Wealth Management, LLC | 0.34% | Reduce -0.7% | 14,156 | $1.4M |
| Transcendent Capital Group LLC | 0.62% | Add +1.3% | 13,833 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +104.7% | 13,803 | $1.4M |
| Kaufman Rossin Wealth, LLC | 0.75% | Reduce -7.0% | 13,717 | $1.4M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -0.3% | 13,711 | $1.4M |
| KWB Wealth | 0.15% | Add +2.7% | 14,865 | $1.4M |
| Hardin Capital Partners, LLC | 0.72% | Add +15.9% | 13,553 | $1.3M |
| Gradient Capital Advisors, LLC | 0.36% | Reduce -4.6% | 13,493 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.3% | 13,421 | $1.3M |
| SVB Wealth LLC | 0.07% | Add +30.7% | 13,326 | $1.3M |
| Cornerstone Advisory, LLC | 0.13% | Add +26.4% | 12,922 | $1.3M |
| Jacobi Capital Management LLC | 0.08% | Add +6.2% | 12,882 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 12,615 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +2.7% | 12,536 | $1.2M |
| First Citizens Investor Services, Inc. | 0.48% | — | 12,463 | $1.2M |
| Trajan Wealth LLC | 0.05% | Reduce -5.7% | 12,441 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +0.1% | 12,239 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.5% | 12,101 | $1.2M |
| Longview Financial Advisors, Inc. | 0.86% | Reduce -2.0% | 12,079 | $1.2M |
| JNBA Financial Advisors | 0.11% | Reduce -10.2% | 11,621 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.9% | 11,604 | $1.2M |
| CGN Advisors LLC | 0.09% | Reduce -6.0% | 11,530 | $1.1M |
| Centennial Wealth Advisory LLC | 0.32% | Add +50.2% | 11,413 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.77% | Reduce -0.7% | 11,334 | $1.1M |
| Opal Wealth Advisors, LLC | 0.31% | Reduce -5.0% | 11,178 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | Add +8.7% | 11,346 | $1.1M |
| Redmont Wealth Advisors LLC | 1.54% | Reduce -0.1% | 11,129 | $1.1M |
| First Financial Corp. | 0.43% | Reduce -7.0% | 10,957 | $1.1M |
| Harbor Asset Planning, Inc. | 0.97% | Add +0.3% | 10,947 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -2.0% | 10,940 | $1.1M |
| Denver Wealth Management, Inc. | 0.40% | Reduce -1.4% | 10,788 | $1.1M |
| Financial Architects, LLC | 0.61% | No change | 10,750 | $1.1M |
| Strategic Advisors LLC | 0.17% | Reduce -4.4% | 10,729 | $1.1M |
| Nova R Wealth, Inc. | 0.45% | Reduce -2.5% | 10,715 | $1.1M |
| Annex Advisory Services, LLC | 0.02% | Reduce -6.6% | 10,677 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +3.8% | 10,432 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +16.4% | 10,430 | $1.0M |
| Claro Advisors Inc. | 0.15% | Add +0.5% | 10,417 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -60.8% | 10,334 | $1.0M |
| FMR LLC | 0.00% | Add +18.0% | 10,293 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +2.1% | 10,288 | $1.0M |
| Facet Wealth, Inc. | 0.02% | Add +254.0% | 10,269 | $1.0M |
| Middleton & Co. Inc. | 0.11% | Reduce -6.0% | 10,236 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.7% | 10,201 | $1.0M |
| North Star Asset Management Inc. | 0.04% | Add +350.7% | 10,047 | $1000K |
| Entrewealth, LLC | 0.51% | Add +13.8% | 9,960 | $991K |
| Convergence Financial, LLC | 0.15% | Reduce -90.3% | 9,864 | $982K |
| Aspen Capital Management, LLC | 0.25% | No change | 9,752 | $971K |
| Harbour Investment Management LLC | 0.42% | Reduce -28.6% | 9,725 | $968K |
| Sovran Advisors, LLC | 0.08% | Reduce -57.1% | 9,791 | $953K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -6.1% | 9,527 | $948K |
| Sequent Asset Management, LLC | 0.45% | Add +0.5% | 9,516 | $947K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.7% | 9,410 | $937K |
| REDW Wealth LLC | 0.35% | Add +2.3% | 9,395 | $935K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -21.8% | 9,268 | $922K |
| Capital Wealth Alliance, LLC | 0.45% | Add +0.6% | 9,077 | $903K |
| First Horizon Corp. | 0.04% | — | 9,029 | $899K |
| Whitaker-Myers Wealth Managers, LTD. | 0.19% | Add +1.0% | 8,718 | $868K |
| HBW Advisory Services LLC | 0.09% | Reduce -8.3% | 8,346 | $831K |
| Merkkuri Wealth Advisors LLC | 0.60% | Reduce -46.5% | 8,324 | $828K |
| Klingman & Associates, LLC | 0.04% | Add +0.3% | 8,269 | $823K |
| Tenon Financial LLC | 0.42% | Add +0.4% | 8,178 | $814K |
| Tyche Wealth Partners LLC | 0.14% | Add +17.4% | 8,144 | $811K |
| Caprock Group, LLC | 0.02% | — | 8,062 | $805K |
| HRT Financial LP | 0.00% | New | 8,092 | $805K |
| IFP Advisors, Inc | 0.02% | Add +1.9% | 7,978 | $794K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Reduce -8.0% | 7,977 | $794K |
| US Bancorp \de | 0.00% | Add +1071.6% | 7,932 | $789K |
| Synovus Financial Corp. | 0.01% | Reduce -1.5% | 7,821 | $779K |
| Kings Path Partners LLC | 0.28% | Reduce -2.4% | 7,705 | $767K |
| RCS Financial Planning, LLC | 0.33% | Add +0.0% | 7,495 | $746K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +13.7% | 7,430 | $740K |
| Crosspoint Financial, LLC | 1.80% | Add +3.5% | 7,344 | $731K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -2.9% | 7,342 | $731K |
| Prospera Capital Management, LLC | 0.35% | No change | 7,300 | $727K |
| Consolidated Portfolio Review Corp | 0.09% | Add +3.6% | 7,235 | $720K |
| STAR Financial Bank | 0.42% | New | 7,214 | $718K |
| Boyce & Associates Wealth Consulting, Inc. | 0.59% | Add +6.4% | 7,192 | $716K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 7,148 | $711K |
| NWF Advisory Services Inc. | 0.08% | Add +1.5% | 7,115 | $708K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -10.1% | 7,107 | $707K |
| Cambridge Financial Group, LLC | 0.22% | Reduce -1.6% | 7,021 | $699K |
| POM Investment Strategies, LLC | 0.38% | Reduce -39.0% | 7,008 | $697K |
| Fortune Financial Advisors, LLC | 0.51% | Add +28.1% | 6,874 | $684K |
| Cerity Partners LLC | 0.00% | Add +24.8% | 6,830 | $680K |
| Legacy Financial Group, Inc. | 0.18% | Reduce -2.1% | 6,653 | $662K |
| Continuum Advisory, LLC | 0.07% | Reduce -11.5% | 6,529 | $650K |
| Intelligent Financial Strategies | 0.31% | Add +0.0% | 6,383 | $635K |
| Capasso Planning Partners LLC | 0.39% | New | 6,324 | $629K |
| Lido Advisors, LLC | 0.00% | Reduce -10.5% | 6,298 | $627K |
| Slagle Financial, LLC | 0.23% | Reduce -3.4% | 6,261 | $623K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +5.3% | 6,194 | $617K |
| My Personal CFO, LLC | 0.24% | New | 6,173 | $614K |
| Foundation Wealth Management, LLC\PA | 0.24% | No change | 6,173 | $614K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -28.1% | 6,130 | $610K |
| M Wealth Management, LLC | 0.53% | No change | 6,030 | $600K |
| Keel Point, LLC | 0.04% | Reduce -21.4% | 5,993 | $596K |
| Triune Financial Partners, LLC | 0.15% | Add +0.5% | 5,978 | $595K |
| Aegis Wealth Management LLC | 0.32% | Add +85.2% | 5,976 | $595K |
| Ariadne Wealth Management, LP | 0.26% | Reduce -0.5% | 6,037 | $590K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -16.1% | 5,950 | $577K |
| Pitti Group Wealth Management, LLC | 0.49% | Reduce -1.9% | 5,780 | $575K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.4% | 5,741 | $571K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.3% | 5,735 | $571K |
| Mattern Capital Management, LLC | 0.07% | Add +1.0% | 5,732 | $571K |
| Titleist Asset Management, LLC | 0.05% | Reduce -2.1% | 5,703 | $568K |
| OneAscent Financial Services LLC | 0.04% | Add +0.4% | 5,675 | $565K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -7.4% | 5,733 | $559K |
| National Wealth Management Group, LLC | 0.21% | New | 5,523 | $550K |
| Selective Wealth Management, Inc. | 0.18% | Add +26.3% | 5,533 | $550K |
| Navis Wealth Advisors, LLC | 0.41% | No change | 5,515 | $549K |
| D'Orazio & Associates, Inc. | 0.07% | Reduce -41.8% | 5,469 | $544K |
| Corus Family Wealth Advisors | 0.40% | Add +48.3% | 5,457 | $543K |
| Seeds Investor LLC | 0.11% | Add +34.8% | 5,427 | $540K |
| GEN Financial Management, INC. | 0.47% | Reduce -2.8% | 5,419 | $539K |
| Financial Symmetry Inc | 0.24% | Add +0.4% | 5,380 | $536K |
| Morey & Quinn Wealth Partners, LLC | 0.39% | Add +26.0% | 5,345 | $532K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -13.1% | 5,299 | $527K |
| Oceanside Advisors LLC | 0.33% | Add +0.7% | 5,290 | $526K |
| Landing Point Financial Group, LLC | 0.27% | Reduce -1.8% | 5,274 | $525K |
| Ieq Capital, LLC | 0.00% | Reduce -2.0% | 5,247 | $522K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.3% | 5,165 | $514K |
| Whelan Financial | 0.16% | New | 5,159 | $513K |
| Brookstone Capital Management | 0.01% | Add +86.3% | 5,121 | $510K |
| Private Trust Co. NA | 0.04% | Add +14.5% | 5,056 | $503K |
| Autumn Glory Partners, LLC | 0.21% | No change | 5,046 | $502K |
| Brown Brothers Harriman & Co. | 0.00% | Add +29.0% | 5,019 | $500K |
| Redwood Park Advisors LLC | 0.37% | Add +0.5% | 5,004 | $498K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,000 | $498K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +52.4% | 4,935 | $491K |
| Atlas Wealth LLC | 0.21% | No change | 4,934 | $491K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +14.1% | 4,924 | $490K |
| Columbia Advisory Partners LLC | 0.34% | New | 4,910 | $489K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 4,903 | $488K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.7% | 4,901 | $488K |
| Brass Tax Wealth Management, Inc. | 0.08% | New | 4,796 | $477K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -2.3% | 4,795 | $477K |
| LJI Wealth Management, LLC | 0.08% | Reduce -78.2% | 4,772 | $475K |
| Conscious Wealth Investments, LLC | 0.28% | Add +6.1% | 4,799 | $469K |
| Cypress Wealth Services, LLC | 0.08% | New | 4,666 | $464K |
| Commerce Bank | 0.00% | Add +18.6% | 4,631 | $461K |
| Smith, Moore & Co. | 0.04% | Reduce -8.8% | 4,612 | $459K |
| Legacy Financial Strategies, LLC | 0.08% | Reduce -6.5% | 4,576 | $455K |
| Wealthspire Retirement, LLC | 0.03% | Add +19.1% | 4,547 | $453K |
| Arista Wealth Management, LLC | 0.06% | Reduce -42.2% | 4,521 | $450K |
| Decker Retirement Planning Inc. | 0.24% | Add +18.6% | 4,456 | $444K |
| Northern Trust Corp. | 0.00% | Reduce -35.8% | 4,423 | $440K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 4,405 | $438K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +16.2% | 4,366 | $435K |
| Signature Resources Capital Management, LLC | 0.24% | Reduce -4.8% | 4,352 | $433K |
| Parkside Financial Bank & Trust | 0.03% | Add +14.1% | 4,346 | $433K |
| Brickley Wealth Management | 0.07% | Reduce -6.5% | 4,302 | $428K |
| Bannerman Wealth Management Group, LLC | 0.31% | Reduce -0.3% | 4,272 | $425K |
| Colonial Trust Co / SC | 0.06% | No change | 4,155 | $414K |
| BlackRock, Inc. | 0.00% | Add +274.1% | 4,149 | $413K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,092 | $407K |
| Empowered Funds, LLC | 0.00% | Reduce -99.6% | 4,092 | $407K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.1% | 4,059 | $404K |
| Elevation Wealth Partners, LLC | 0.14% | Add +0.4% | 3,890 | $387K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -7.9% | 3,862 | $384K |
| Liberty Wealth Management LLC | 0.05% | Add +0.5% | 3,817 | $380K |
| BCR Wealth Strategies, LLC | 0.13% | No change | 3,791 | $377K |
| Calton & Associates, Inc. | 0.06% | New | 3,784 | $377K |
| Magnolia Private Wealth, LLC | 0.27% | Reduce -8.4% | 3,708 | $369K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -8.8% | 3,700 | $368K |
| AE Wealth Management LLC | 0.00% | Add +11.9% | 3,691 | $367K |
| Keystone Financial Group | 0.03% | Reduce -0.3% | 3,688 | $367K |
| V2 Financial group LLC | 0.20% | New | 3,675 | $366K |
| Blue Trust, Inc. | 0.00% | Reduce -2.3% | 3,623 | $361K |
| Cora Capital Advisors LLC | 0.15% | No change | 3,604 | $359K |
| Glassman Wealth Services | 0.05% | No change | 3,600 | $358K |
| Vance Wealth, LLC | 0.11% | Reduce -0.5% | 3,597 | $358K |
| Legacy Edge Advisors, LLC | 0.04% | New | 3,597 | $358K |
| Pure Portfolios Holdings LLC | 0.11% | Reduce -1.4% | 3,575 | $356K |
| BIP Wealth, LLC | 0.02% | Add +54.2% | 3,568 | $355K |
| Balboa Wealth Partners | 0.06% | Add +0.1% | 3,555 | $354K |
| Clearstead Trust, LLC | 0.06% | Reduce -16.7% | 3,547 | $353K |
| IFS Group,LLC | 0.31% | — | 3,525 | $352K |
| Trellis Wealth Advisors LLC | 0.14% | Add +0.4% | 3,487 | $347K |
| Stewardship Advisors, LLC | 0.08% | Add +1.5% | 3,397 | $338K |
| KM Capital Management Ltd. | 0.15% | No change | 3,355 | $334K |
| ARK & TLK Investments, LLC | 0.11% | No change | 3,354 | $334K |
| Next Level Private LLC | 0.10% | Reduce -2.8% | 3,276 | $329K |
| Gibraltar Capital Management, Inc. | 0.06% | Add +9.2% | 3,299 | $328K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 3,247 | $323K |
| Mainsail Asset Management, LLC | 0.14% | Add +3.1% | 3,202 | $319K |
| Darden Wealth Group Inc | 0.17% | New | 3,200 | $318K |
| Able Wealth Management LLC | 0.12% | Reduce -40.7% | 3,195 | $318K |
| DSG Capital Advisors, LLC | 0.05% | New | 3,188 | $317K |
| Orgel Wealth Management, LLC | 0.01% | No change | 3,132 | $312K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 3,131 | $312K |
| Huntleigh Advisors, Inc. | 0.05% | New | 3,120 | $311K |
| Prosperitas Financial LLC | 0.13% | Add +7.8% | 3,116 | $310K |
| Powers Advisory Group, LLC | 0.12% | Add +32.4% | 3,102 | $309K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,045 | $303K |
| Grand Wealth Management, LLC | 0.14% | No change | 2,992 | $298K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $294K |
| Ritholtz Wealth Management | 0.01% | Add +8.4% | 2,942 | $293K |
| Heron Bay Capital Management | 0.05% | Reduce -0.4% | 2,938 | $292K |
| Zacks Investment Management | 0.00% | Add +13.3% | 2,935 | $292K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 2,930 | $292K |
| Grant Private Wealth Management Inc | 0.18% | New | 2,863 | $285K |
| Investment Advisory Group, LLC | 0.08% | New | 2,850 | $284K |
| Cannon Wealth Management Services, LLC | 0.21% | Reduce -0.1% | 2,841 | $283K |
| Cornerstone Capital, Inc. | 0.03% | No change | 2,804 | $279K |
| Aspiriant, LLC | 0.01% | Add +7.4% | 2,803 | $279K |
| Andrews, Lucia Wealth Management LLC | 0.17% | New | 2,795 | $278K |
| Citizens Financial Group Inc. | 0.00% | Reduce -3.0% | 2,728 | $272K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.9% | 2,712 | $270K |
| Verus Wealth Management, LLC | 0.25% | Reduce -0.8% | 2,702 | $269K |
| Victory Financial Group, LLC | 0.04% | Add +21.2% | 2,674 | $267K |
| TD Waterhouse Canada Inc. | 0.00% | Add +203.0% | 2,642 | $264K |
| Auxano Advisors, LLC | 0.06% | Add +19.0% | 2,645 | $263K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -9.9% | 2,625 | $261K |
| Midwest Trust Co | 0.00% | New | 2,608 | $260K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +49.3% | 2,603 | $259K |
| M&T Bank Corp | 0.00% | Add +0.3% | 2,580 | $257K |
| GWN Securities Inc. | 0.06% | Add +4.5% | 2,522 | $253K |
| Signet Financial Management, LLC | 0.03% | No change | 2,510 | $250K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,727 | $248K |
| Carter Financial Group, INC. | 0.15% | Reduce -2.9% | 2,484 | $247K |
| Robinswood Financial LLC | 0.08% | No change | 2,461 | $245K |
| Hurlow Wealth Management Group, Inc. | 0.06% | Add +9.4% | 2,446 | $243K |
| Essex Bank | 0.05% | No change | 2,434 | $242K |
| Berger Financial Group, Inc | 0.01% | Add +0.0% | 2,420 | $241K |
| Cushing Capital Partners, LLC | 0.19% | No change | 2,418 | $241K |
| Bessemer Group Inc. | 0.00% | No change | 2,411 | $240K |
| Base Wealth Management LLC | 0.14% | No change | 2,401 | $239K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +43.9% | 2,408 | $238K |
| Sensible Money, LLC | 0.08% | Reduce -12.7% | 2,390 | $238K |
| Family Legacy, Inc. | 0.07% | Add +5.2% | 2,373 | $236K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -6.1% | 2,371 | $236K |
| Diversify Advisory Services, LLC | 0.01% | Add +10.3% | 2,398 | $235K |
| Bank of Marin | 0.16% | New | 2,344 | $233K |
| Investment Research & Advisory Group, Inc. | 0.08% | Add +0.0% | 2,334 | $232K |
| Gotham Asset Management | 0.00% | New | 2,309 | $230K |
| Jim Saulnier & Associates, LLC | 0.13% | Add +0.4% | 2,281 | $227K |
| CWC Advisors, LLC. | 0.11% | New | 2,274 | $226K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,250 | $224K |
| XTX Topco Ltd | 0.01% | New | 2,244 | $223K |
| Drive Wealth Management, LLC | 0.05% | Reduce -0.8% | 2,222 | $221K |
| Clarion Wealth Managment Partners, LLC | 0.22% | Reduce -13.3% | 2,220 | $221K |
| IFG Advisory, LLC | 0.01% | Add +0.3% | 2,210 | $220K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 2,142 | $213K |
| Empire Financial Management Company, LLC | 0.05% | New | 2,141 | $213K |
| Heck Capital Advisors, LLC | 0.02% | New | 2,127 | $212K |
| John W. Brooker & Co., CPAs | 0.43% | New | 2,122 | $211K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | New | 2,120 | $211K |
| First PREMIER Bank | 0.05% | No change | 2,111 | $210K |
| Chapin Davis, Inc. | 0.05% | New | 2,105 | $210K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -8.7% | 2,091 | $208K |
| Mainsail Financial Group, LLC | 0.09% | New | 2,072 | $206K |
| Old Mission Capital LLC | 0.01% | Reduce -63.3% | 2,021 | $201K |
| Kathmere Capital Management, LLC | 0.01% | New | 2,020 | $201K |
| Absher Wealth Management, LLC | 0.02% | New | 2,010 | $200K |
| Chapman Financial Group, LLC | 0.12% | New | 1,774 | $177K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 1,390 | $138K |
| Crowley Wealth Management, Inc. | 0.09% | No change | 1,100 | $109K |
| Nemes Rush Group LLC | 0.01% | Reduce -53.9% | 1,066 | $106K |
| Signaturefd, LLC | 0.00% | Add +3225.8% | 1,031 | $103K |
| Assetmark, Inc. | 0.00% | Reduce -14.6% | 984 | $98K |
| Clark Wealth Partners | 0.06% | Add +62.0% | 888 | $91K |
| Trust Co. of Vermont | 0.00% | Reduce -1.3% | 905 | $90K |
| Scarborough Advisors, LLC | 0.02% | Add +32.3% | 885 | $88K |
| CENTRAL TRUST Co | 0.00% | Add +111.8% | 807 | $80K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +92.3% | 773 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.3% | 725 | $73K |
| Tripletail Wealth Management, LLC | 0.08% | New | 663 | $67K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 667 | $66K |
| West Paces Advisors Inc. | 0.01% | No change | 653 | $65K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -9.8% | 646 | $64K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 640 | $64K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $61K |
| Atwood & Palmer Inc. | 0.00% | New | 602 | $60K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.9% | 591 | $59K |
| Vision Financial Markets LLC | 0.05% | Add +0.3% | 589 | $59K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 582 | $58K |
| Valley National Advisers Inc. | 0.01% | No change | 552 | $54K |
| TruNorth Capital Management, LLC | 0.01% | No change | 537 | $53K |
| Centerpoint Advisors, LLC | 0.02% | New | 500 | $50K |
| SBI Securities Co., Ltd. | 0.00% | New | 474 | $47K |
| Wealthspire Advisors, LLC | 0.00% | New | 450 | $45K |
| Global Trust Asset Management, LLC | 0.02% | No change | 400 | $40K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 367 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +8900.0% | 360 | $36K |
| Golden State Wealth Management, LLC | 0.00% | No change | 355 | $35K |
| Hollencrest Capital Management | 0.00% | New | 345 | $34K |
| SJS Investment Consulting Inc. | 0.00% | No change | 334 | $33K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.3% | 303 | $30K |
| CNB Bank | 0.01% | No change | 303 | $30K |
| Bank of New Hampshire | 0.01% | New | 300 | $30K |
| Citigroup Inc. | 0.00% | New | 265 | $26K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 261 | $26K |
| Spire Wealth Management | 0.00% | Reduce -27.9% | 259 | $26K |
| Accredited Wealth Management, LLC | 0.02% | Add +3.2% | 258 | $25K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -0.4% | 245 | $24K |
| Wealth Watch Advisors, INC | 0.01% | New | 243 | $24K |
| Root Financial Partners, LLC | 0.00% | New | 228 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 216 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.5% | 215 | $21K |
| Quadrant Capital Group LLC | 0.00% | New | 210 | $21K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -34.3% | 201 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.0% | 174 | $17K |
| JDM Financial Group LLC | 0.01% | No change | 173 | $17K |
| Lanark Financial, Inc. | 0.00% | Reduce -33.3% | 164 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +918.8% | 163 | $16K |
| Mather Group, Llc. | 0.00% | New | 151 | $15K |
| New Millennium Group LLC | 0.01% | Reduce -99.3% | 146 | $15K |
| Abound Wealth Management | 0.00% | No change | 141 | $14K |
| First Community Trust NA | 0.01% | No change | 131 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $13K |
| Sound Income Strategies, LLC | 0.00% | New | 113 | $11K |
| Longview Financial Advisors LLC | 0.01% | New | 111 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 107 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 105 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $10K |
| Eastern Bank | 0.00% | New | 105 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 101 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 99 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -43.5% | 95 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 90 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 90 | $9K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -88.9% | 73 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.5% | 69 | $7K |
| 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 |
| Ameriflex Group, Inc. | 0.00% | Reduce -69.2% | 60 | $6K |
| Palisade Asset Management, LLC | 0.00% | New | 60 | $6K |
| Security National Bank | 0.00% | New | 52 | $5K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 39 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | — | 33 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 31 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 29 | $3K |
| SouthState Bank Corp | 0.00% | New | 29 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -98.0% | 28 | $3K |
| Pineridge Advisors LLC | 0.00% | Add +4.2% | 25 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 22 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 21 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -90.0% | 21 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 13 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 13 | $1K |
| Rossby Financial, LCC | 0.00% | New | 11 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $1K |
| Addison Advisors LLC | 0.00% | No change | 6 | $634 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 6 | $597 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 1 | $101 |
"% 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.