Avantis US Small Cap ValueAVUVETF
13F holders, Q4 2025 (December 31)985holders +102
71new positions
41sold out
5famous investors
$102.12avg. 13F price*
At the end of Q4 2025, 985 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 102 from Q3 2025. 71 opened new positions and 41 sold out. The largest holders were Creative Planning ($1.9B), Focus Partners Wealth ($667.2M) and LPL Financial LLC ($558.4M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $64.2M |
| Exits | 41 | $120.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,979,373 shares bought and 4,274,871 shares sold, net +5,704,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Creative Planning | 1.38% | Add +12.2% | 18,844,762 | $1.9B |
| Focus Partners Wealth | 0.76% | Add +7.4% | 6,542,029 | $667.2M |
| LPL Financial LLC | 0.15% | Add +7.2% | 5,475,239 | $558.4M |
| Morgan Stanley | 0.02% | Add +8.6% | 2,985,056 | $304.4M |
| Truepoint, Inc. | 6.53% | Add +3.5% | 2,847,150 | $290.4M |
| Mason Investment Advisory Services, Inc. | 13.77% | Add +2.8% | 2,844,838 | $290.1M |
| Bank of America Corp. | 0.02% | Add +6.2% | 2,493,211 | $254.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.3% | 2,338,087 | $238.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +3.0% | 2,313,192 | $235.9M |
| Ameriprise Financial Inc. | 0.05% | Add +8.2% | 2,078,029 | $211.8M |
| Focus Partners Advisor Solutions, LLC | 2.51% | Reduce -10.3% | 2,009,379 | $204.9M |
| Wells Fargo & Company | 0.03% | Add +5.5% | 1,383,863 | $141.1M |
| Plancorp, LLC | 4.19% | Add +8.0% | 1,360,184 | $138.7M |
| Osaic Holdings, Inc. | 0.20% | Reduce -2.9% | 1,338,349 | $136.5M |
| HighTower Advisors, LLC | 0.15% | Add +3.2% | 1,318,014 | $134.4M |
| Unison Advisors LLC | 11.71% | Add +0.4% | 1,313,639 | $134.0M |
| Waverly Advisors, LLC | 1.08% | Add +5.5% | 1,312,548 | $133.9M |
| Raymond James Financial Inc. | 0.04% | Add +15.1% | 1,304,026 | $133.0M |
| UBS Group AG | 0.03% | Reduce -4.3% | 1,277,426 | $130.3M |
| Evensky & Katz LLC | 7.05% | Add +1.1% | 1,224,966 | $124.9M |
| TCI Wealth Advisors, Inc. | 6.44% | Add +10.8% | 1,144,995 | $116.8M |
| Alesco Advisors, LLC, An ESL Co | 2.83% | Add +0.3% | 1,072,724 | $109.4M |
| Sequoia Financial Advisors, LLC | 0.58% | Add +1.3% | 1,014,293 | $103.4M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.5% | 900,720 | $91.9M |
| Avantax Planning Partners, Inc. | 2.45% | Add +3.3% | 858,771 | $87.6M |
| JPMorgan Chase & Co. | 0.01% | Add +86.2% | 848,616 | $86.5M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 798,242 | $81.4M |
| American Century Companies Inc. | 0.04% | Reduce -0.1% | 795,649 | $81.1M |
| Savant Capital, LLC | 0.44% | Reduce -1.7% | 766,697 | $78.2M |
| Beaird Harris Wealth Management, LLC | 5.18% | Add +4.5% | 737,326 | $75.2M |
| Prime Capital Investment Advisors, LLC | 0.90% | Reduce -31.1% | 727,507 | $74.2M |
| Foster Group, Inc. | 2.24% | Add +0.2% | 727,174 | $74.2M |
| Oxford Financial Group, LTD. LLC | 3.75% | Reduce -3.4% | 668,662 | $68.2M |
| Symmetry Partners, LLC | 4.00% | Add +276.2% | 662,794 | $67.6M |
| Cetera Investment Advisers | 0.07% | Add +7.2% | 658,681 | $67.2M |
| Moisand Fitzgerald Tamayo, LLC | 7.44% | Add +1.5% | 645,547 | $65.8M |
| Cresset Asset Management, LLC | 0.28% | Add +3.1% | 639,937 | $65.3M |
| Satovsky Asset Management LLC | 12.25% | Add +0.0% | 619,836 | $63.2M |
| Krilogy Financial LLC | 2.11% | Add +3.5% | 572,711 | $62.1M |
| PDS Planning, Inc | 4.10% | Add +3.2% | 601,919 | $61.4M |
| Petersen Hastings Wealth Advisors Inc. | 5.84% | — | 596,453 | $60.8M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +2.0% | 584,971 | $59.7M |
| Meredith Wealth Planning | 17.72% | Add +0.1% | 583,567 | $59.5M |
| Zions Bancorporation, National Association | 2.57% | Reduce -0.2% | 545,726 | $55.7M |
| Corient Private Wealth LP | 0.07% | Add +103.4% | 529,757 | $54.0M |
| Burton Enright Welch | 6.79% | Add +3.9% | 473,099 | $48.2M |
| Marquette Asset Management, LLC | 6.86% | Add +1.4% | 455,898 | $46.5M |
| First Citizens Bank & Trust Co. | 0.96% | Add +1.9% | 453,086 | $46.2M |
| Farther Finance Advisors, LLC | 0.49% | Add +33.4% | 444,918 | $45.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +6.1% | 441,934 | $45.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +11.8% | 415,787 | $44.1M |
| Financial Partners Group, Inc | 4.93% | Reduce -0.9% | 390,424 | $42.7M |
| AlphaCore Capital LLC | 0.94% | Add +0.1% | 411,300 | $41.9M |
| Quarry Hill Advisors, LLC | 19.29% | Add +10.1% | 407,037 | $41.5M |
| Cornerstone Wealth Partners, LLC | 28.75% | — | 406,210 | $41.4M |
| Parcion Private Wealth LLC | 2.48% | Reduce -2.4% | 400,284 | $40.8M |
| Means Investment Co., Inc. | 3.41% | Add +2.1% | 396,604 | $40.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Add +9.3% | 394,769 | $40.3M |
| Comerica Bank | 0.16% | Reduce -34.3% | 391,724 | $39.9M |
| Mariner, LLC | 0.05% | Reduce -13.6% | 390,422 | $39.8M |
| Team Hewins, LLC | 12.81% | Add +4.0% | 389,787 | $39.8M |
| Fifth Third Bancorp | 0.13% | Add +0.9% | 389,628 | $39.7M |
| Keb Asset Management, LLC | 7.69% | Add +32.9% | 372,077 | $37.9M |
| HB Wealth Management, LLC | 0.24% | Reduce -2.5% | 365,486 | $37.3M |
| BWM Planning, LLC | 9.32% | Add +11.1% | 342,003 | $34.9M |
| Orrstown Financial Services Inc. | 5.79% | Add +0.7% | 340,686 | $34.7M |
| Cwm, LLC | 0.09% | Add +33.4% | 337,661 | $34.4M |
| TruWealth Advisors, LLC | 1.67% | Reduce -44.8% | 334,624 | $34.1M |
| Three Arch Wealth Management LLC | 6.38% | — | 333,821 | $34.0M |
| Wealthcare Advisory Partners LLC | 0.67% | Add +5.6% | 333,389 | $34.0M |
| Red Lighthouse Investment Management, LLC | 11.94% | Reduce -1.1% | 327,195 | $33.4M |
| Glenview Trust Co | 0.51% | Reduce -0.1% | 323,830 | $33.0M |
| MAI Capital Management | 0.19% | Add +4.0% | 323,673 | $33.0M |
| Greenline Partners, LLC | 3.71% | Add +9.4% | 318,160 | $32.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.59% | Add +0.0% | 312,358 | $31.9M |
| High Probability Advisors, LLC | 4.22% | Add +2.0% | 310,636 | $31.7M |
| Enzi Wealth | 11.03% | Add +421.2% | 290,686 | $31.3M |
| N.E.W. Advisory Services LLC | 2.31% | Add +2.6% | 306,475 | $31.3M |
| Kondo Wealth Advisors, Inc. | 11.89% | Add +5.9% | 304,678 | $31.1M |
| Bare Financial Services, Inc | 8.61% | Add +3.0% | 303,644 | $31.0M |
| Creative Capital Management Investments LLC | 9.25% | Add +3.1% | 300,713 | $30.7M |
| WMG Financial Advisors, LLC | 12.58% | Reduce -0.7% | 299,365 | $30.5M |
| Avior Wealth Management, LLC | 0.93% | Reduce -3.3% | 292,763 | $29.9M |
| Jones Financial Companies LLLP | 0.02% | Add +21.3% | 291,839 | $29.8M |
| McMill Wealth Management | 8.09% | Add +8.1% | 282,097 | $28.8M |
| Financial Management Network Inc. | 4.54% | Add +13.6% | 278,082 | $28.7M |
| Valued Wealth Advisors LLC | 12.55% | Add +4.1% | 279,903 | $28.5M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +0.7% | 274,742 | $28.0M |
| Venturi Wealth Management, LLC | 1.24% | Add +2.3% | 274,313 | $28.0M |
| Apollon Wealth Management, LLC | 0.48% | Add +2.2% | 273,401 | $27.9M |
| Eagle Wealth Strategies LLC | 12.87% | Reduce -1.3% | 271,024 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -15.1% | 268,525 | $27.4M |
| Bluespring Wealth Management, LLC | 2.35% | Reduce -1.6% | 268,025 | $27.3M |
| Acorn Financial Advisory Services Inc. | 3.96% | Add +0.7% | 262,951 | $26.8M |
| Hill Investment Group Partners, LLC | 3.08% | Add +4.6% | 253,668 | $25.9M |
| Falcon Wealth Planning | 2.16% | Add +2.8% | 251,951 | $25.7M |
| Quent Capital, LLC | 1.85% | Add +9.4% | 251,266 | $25.6M |
| Define Financial, LLC | 14.32% | Add +3.7% | 247,677 | $25.3M |
| Pathstone Holdings, LLC | 0.10% | Add +4.2% | 246,104 | $25.1M |
| Fonville Wealth Management LLC | 5.07% | Add +11.3% | 243,354 | $24.8M |
| Oakwell Private Wealth Management, LLC | 4.54% | Add +5.5% | 238,465 | $24.3M |
| Allegiance Financial Group Advisory Services LLC | 5.02% | Add +5.5% | 233,971 | $23.9M |
| Chicago Partners Investment Group LLC | 0.59% | Reduce -1.4% | 219,548 | $23.8M |
| Regatta Capital Group, LLC | 3.52% | Add +5.6% | 228,720 | $23.3M |
| Harbor Group, Inc. | 3.49% | Reduce -6.2% | 228,392 | $23.3M |
| Atria Investments, Inc | 0.26% | Reduce -4.7% | 227,367 | $23.2M |
| Cowa, LLC | 7.04% | Add +3.6% | 228,831 | $23.1M |
| Lifelong Wealth Advisors, Inc. | 6.14% | Reduce -0.9% | 226,400 | $23.1M |
| Morton Brown Family Wealth, LLC | 6.26% | Add +6.4% | 225,449 | $23.0M |
| Wealth Architects, LLC | 2.05% | Add +11.7% | 223,102 | $22.8M |
| Correct Capital Wealth Management | 4.25% | Add +1.5% | 221,085 | $22.5M |
| Tarbox Family Office, Inc. | 3.59% | Add +4.9% | 218,999 | $22.3M |
| New England Capital Financial Advisors LLC | 8.70% | Add +0.7% | 218,518 | $22.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.27% | Add +98.1% | 208,549 | $22.1M |
| MML Investors Services, LLC | 0.05% | Add +6.9% | 215,845 | $22.0M |
| Retirement Financial Solutions, LLC | 6.36% | Add +1.0% | 213,024 | $21.7M |
| Flaharty Asset Management, LLC | 2.67% | Add +3.6% | 209,811 | $21.4M |
| Meritas Wealth Management, LLC | 10.05% | Add +6.4% | 204,939 | $20.9M |
| Great Point Wealth Advisors, LLC | 3.78% | Add +0.4% | 203,303 | $20.7M |
| HMV Wealth Advisors, LLC | 10.31% | Add +8.6% | 202,107 | $20.6M |
| WJ Interests, LLC | 8.77% | Reduce -6.0% | 199,985 | $20.4M |
| Heritage Financial Services, LLC | 1.67% | Add +8.9% | 195,964 | $20.0M |
| Modern Wealth Management, LLC | 0.36% | Reduce -5.0% | 194,539 | $19.8M |
| Park Avenue Securities LLC | 0.17% | Add +14.5% | 194,456 | $19.8M |
| Highland Financial Advisors, LLC | 5.49% | Add +2.1% | 194,047 | $19.8M |
| WCG Wealth Advisors LLC | 0.55% | Add +3.4% | 193,051 | $19.7M |
| Gallagher Fiduciary Advisors, LLC | 0.64% | Add +1.6% | 192,925 | $19.7M |
| Flagstone Financial Management | 5.01% | Add +0.4% | 191,469 | $19.5M |
| Stifel Financial Corp. | 0.02% | Add +21.2% | 189,274 | $19.3M |
| Fort Vancouver Investment Management, LLC | 10.22% | Add +3.5% | 187,462 | $19.1M |
| Rothschild Investment LLC | 1.05% | Add +2.5% | 187,213 | $19.1M |
| Financial Synergies Wealth Advisors, Inc. | 1.81% | Add +3.7% | 183,941 | $18.8M |
| Parkshore Wealth Management, Inc. | 7.00% | Add +3.4% | 182,721 | $18.6M |
| Northwest Wealth Management, LLC | 2.89% | Add +4.6% | 179,990 | $18.4M |
| Drake & Associates, LLC | 3.65% | Add +10.6% | 179,825 | $18.3M |
| Bfsg, LLC | 1.78% | Add +2.2% | 179,568 | $18.3M |
| MB Generational Wealth, LLC | 9.55% | Add +3.6% | 176,849 | $18.0M |
| Stock Yards Bank & Trust Co. | 0.55% | Add +3.5% | 175,425 | $17.9M |
| Betterment LLC | 0.03% | Reduce -4.5% | 175,362 | $17.9M |
| First Merchants Corp. | 0.66% | Add +12.7% | 175,077 | $17.9M |
| JRM Investment Counsel, LLC | 5.20% | Add +0.8% | 174,902 | $17.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +88.1% | 173,592 | $17.7M |
| Family Investment Center, Inc. | 3.54% | Reduce -0.8% | 171,786 | $17.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +19.4% | 171,602 | $17.5M |
| Mraz, Amerine & Associates, Inc. | 2.55% | Add +0.7% | 168,418 | $17.2M |
| NewEdge Advisors, LLC | 0.06% | Add +13.8% | 167,246 | $17.1M |
| Smartleaf Asset Management LLC | 0.64% | Add +94088.5% | 163,888 | $16.9M |
| Zhang Financial LLC | 0.62% | Add +19.1% | 164,133 | $16.7M |
| ABLE Financial Group, LLC | 3.40% | Add +6.5% | 164,116 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Add +0.6% | 161,230 | $16.4M |
| Stolz & Associates, PS | 12.68% | — | 161,143 | $16.4M |
| Libra Wealth LLC | 4.59% | Add +19.6% | 160,720 | $16.4M |
| BetterWealth, LLC | 3.73% | Add +5.9% | 160,295 | $16.3M |
| Sage Rhino Capital LLC | 3.06% | Add +0.9% | 158,730 | $16.2M |
| Invariant Investment Management | 10.34% | — | 150,480 | $16.2M |
| Wallington Asset Management, LLC | 2.03% | Add +0.6% | 157,130 | $16.0M |
| Arlington Financial Advisors, LLC | 2.29% | Add +4.7% | 157,087 | $16.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -32.2% | 157,056 | $16.0M |
| Quantum Financial Advisors, LLC | 1.80% | Add +8.0% | 156,845 | $16.0M |
| Apella Capital, LLC | 0.31% | Add +0.7% | 156,177 | $15.9M |
| Opus Capital Group, LLC | 1.72% | Add +2.9% | 156,127 | $15.9M |
| Avondale Wealth Management | 8.14% | Add +6.2% | 155,241 | $15.8M |
| Peak Asset Management, LLC | 2.69% | Add +1.8% | 155,150 | $15.8M |
| Apeiron RIA LLC | 3.19% | Add +3.3% | 141,911 | $15.7M |
| Aire Advisors, LLC | 2.87% | Add +1.7% | 153,959 | $15.7M |
| Claris Advisors, LLC / Mo / | 4.78% | Add +2.1% | 153,860 | $15.7M |
| REAP Financial Group, LLC | 3.17% | Add +8.3% | 153,081 | $15.6M |
| SFG Wealth Management, LLC. | 5.96% | Add +3.0% | 148,781 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +23.1% | 146,058 | $14.9M |
| Stephens Consulting, LLC | 4.78% | Reduce -1.0% | 145,109 | $14.8M |
| PW Advisors, LLC \ FL | 11.61% | — | 141,818 | $14.5M |
| &partners | 0.08% | Add +69.6% | 142,731 | $14.5M |
| Stephens Inc. | 0.18% | Reduce -2.1% | 141,692 | $14.4M |
| Poinciana Advisors Group, LLC | 11.39% | Add +5.9% | 141,639 | $14.4M |
| Compass Ion Advisors, LLC | 1.37% | Add +1.9% | 140,589 | $14.3M |
| Hamilton Point Investment Advisors, LLC | 2.15% | Add +2.7% | 138,486 | $14.1M |
| O'Connor Financial Group LLC | 5.60% | Add +0.7% | 129,510 | $14.1M |
| Mfa Wealth Advisors, LLC | 2.94% | Add +1.1% | 136,391 | $13.9M |
| Certified Advisory Corp | 1.27% | Add +15.7% | 136,364 | $13.9M |
| Intelligence Driven Advisers, LLC | 1.97% | Reduce -49.3% | 135,386 | $13.8M |
| Revolve Wealth Partners, LLC | 1.61% | Add +2.6% | 134,340 | $13.7M |
| Simplicity Wealth,LLC | 0.81% | Add +6.1% | 133,219 | $13.6M |
| Pine Harbor Wealth Management, LLC | 4.15% | Reduce -6.0% | 132,820 | $13.5M |
| Symphony Financial, Ltd. Co. | 1.81% | Reduce -34.9% | 130,988 | $13.5M |
| AQR Capital Management | 0.01% | Add +9.9% | 128,736 | $13.1M |
| McIlrath & Eck, LLC | 1.21% | Add +7.8% | 128,170 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +37.8% | 127,326 | $13.0M |
| Bank of Montreal | 0.01% | Add +5.7% | 127,183 | $13.0M |
| Nottingham Advisors, Inc. | 1.80% | Reduce -2.2% | 126,819 | $12.9M |
| Allworth Financial LP | 0.05% | Reduce -2.5% | 126,734 | $12.9M |
| Kavar Capital Partners Group, LLC | 1.77% | Add +1.4% | 125,944 | $12.8M |
| Objectivity Squared, LLC | 7.18% | Add +2.5% | 125,921 | $12.8M |
| Insight Wealth Strategies, LLC | 1.46% | Reduce -0.5% | 124,779 | $12.7M |
| Collective Family Office LLC | 2.89% | Add +1.1% | 123,468 | $12.6M |
| FAS Wealth Partners, Inc. | 0.81% | Add +2.1% | 122,308 | $12.5M |
| HighPoint Advisor Group LLC | 0.27% | New | 122,076 | $12.4M |
| Silver Oak Securities, Incorporated | 0.84% | Add +3.7% | 120,500 | $12.4M |
| Bucket List Wealth Management, LLC | 7.38% | — | 121,097 | $12.4M |
| Cauble & Harre Wealth Management, Inc. | 10.27% | — | 120,163 | $12.3M |
| Dakota Wealth Management | 0.22% | Add +57.6% | 120,128 | $12.3M |
| Neuberger Berman Group LLC | 0.01% | Add +68.1% | 119,638 | $12.2M |
| Platform Wealth Management, LLC | 3.24% | — | 119,537 | $12.2M |
| Advisory Services Network, LLC | 0.17% | Reduce -0.5% | 119,275 | $12.2M |
| Trilogy Capital Inc. | 0.54% | Add +1.2% | 118,833 | $12.1M |
| WESPAC Advisors SoCal, LLC | 2.43% | Add +0.9% | 118,231 | $12.1M |
| Private Wealth Management Group, LLC | 3.13% | Add +2.8% | 114,775 | $11.7M |
| Nwam LLC | 0.65% | Reduce -7.7% | 113,569 | $11.7M |
| Three Cord True Wealth Management, LLC | 6.80% | Add +11.3% | 114,585 | $11.7M |
| Lutz Financial Services LLC | 0.79% | Add +16.4% | 114,577 | $11.7M |
| Earned Wealth Advisors, LLC | 0.83% | Add +60.0% | 114,549 | $11.7M |
| Mgo One Seven LLC | 0.24% | Add +13.7% | 114,421 | $11.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +27.2% | 113,112 | $11.5M |
| Bowman & Co S.C. | 4.87% | Reduce -7.1% | 112,904 | $11.5M |
| Tiaa Trust, National Association | 0.03% | Reduce -27.4% | 112,880 | $11.5M |
| Midwest Financial Group LLC | 5.08% | Add +2.1% | 112,787 | $11.5M |
| Porter White Investment Advisors, Inc. | 4.71% | Add +3.1% | 112,598 | $11.5M |
| Caliber Wealth Management, LLC / KS | 1.24% | Add +6.8% | 112,536 | $11.5M |
| Financial Futures Ltd Liability Co. | 5.31% | Add +6.4% | 112,427 | $11.5M |
| Regimen Wealth, LLC | 3.35% | Reduce -0.7% | 112,302 | $11.5M |
| Proathlete Wealth Management LLC | 3.10% | Add +6.1% | 111,191 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +38.5% | 111,407 | $11.4M |
| Arq Wealth Advisors, LLC | 3.06% | Add +0.3% | 111,084 | $11.3M |
| Diversify Wealth Management, LLC | 0.53% | Add +7.9% | 105,527 | $11.3M |
| Shotwell Rutter Baer Inc | 6.74% | Add +3.2% | 104,736 | $11.2M |
| Ancora Advisors LLC | 0.23% | Reduce -0.9% | 109,568 | $11.2M |
| Voisard Asset Management Group, Inc. | 2.41% | Add +4.0% | 109,484 | $11.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.7% | 108,529 | $11.1M |
| Alliance Wealth Advisors, LLC | 5.20% | Add +3.7% | 106,527 | $10.9M |
| Seven Mile Advisory | 1.89% | Add +2.5% | 106,387 | $10.8M |
| Stokes Family Office, LLC | 0.99% | Reduce -0.5% | 105,793 | $10.8M |
| L2 Asset Management, LLC | 1.44% | Add +56.2% | 105,791 | $10.8M |
| Merit Financial Group, LLC | 0.09% | Add +592.4% | 105,225 | $10.7M |
| Burk Holdings LLC | 5.05% | Add +9.8% | 103,828 | $10.6M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -14.4% | 103,513 | $10.6M |
| Capital Analysts, LLC | 0.29% | Add +8.4% | 102,816 | $10.5M |
| Journey Strategic Wealth LLC | 0.28% | Add +1.6% | 102,809 | $10.5M |
| Waterfront Wealth Inc. | 1.98% | Add +5.2% | 95,620 | $10.4M |
| Nvest Wealth Strategies, Inc. | 7.65% | — | 101,419 | $10.3M |
| Venture Visionary Partners LLC | 0.33% | Add +2.8% | 100,430 | $10.2M |
| WealthCollab, LLC | 4.15% | Add +5.5% | 99,472 | $10.1M |
| Beta Wealth Group, Inc. | 4.05% | Reduce -3.4% | 98,672 | $10.1M |
| USAdvisors Wealth Management, LLC | 3.32% | Add +4.1% | 98,672 | $10.1M |
| Centaurus Financial, Inc. | 0.46% | Add +0.7% | 97,825 | $10.0M |
| Austin Asset Management Co Inc | 1.69% | Reduce -0.1% | 97,045 | $9.9M |
| Greenwich Wealth Management LLC | 0.44% | Add +7.6% | 96,257 | $9.8M |
| Towneley Capital Management, Inc / DE | 2.04% | Add +1.1% | 94,836 | $9.7M |
| Klaas Financial Asset Advisors, LLC | 1.40% | Add +1.6% | 94,783 | $9.7M |
| Ullmann Wealth Partners Group, LLC | 1.00% | Add +36.0% | 98,306 | $9.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.97% | Add +3.0% | 93,328 | $9.5M |
| Greenup Street Wealth Management LLC | 1.37% | Reduce -3.2% | 92,972 | $9.5M |
| Collaborative Wealth Managment Inc. | 3.33% | Add +6.4% | 92,727 | $9.5M |
| Cerro Pacific Wealth Advisors LLC | 2.55% | Add +1.4% | 92,703 | $9.5M |
| Compound Planning, Inc. | 0.28% | Add +10.9% | 92,176 | $9.4M |
| BSW Wealth Partners | 1.12% | Reduce -2.5% | 91,786 | $9.4M |
| Gateway Wealth Partners, LLC | 1.04% | Add +3.4% | 91,598 | $9.3M |
| Onyx Bridge Wealth Group LLC | 0.99% | Add +516.0% | 91,468 | $9.3M |
| True Wealth Design, LLC | 2.71% | Reduce -0.4% | 90,754 | $9.3M |
| Moneco Advisors, LLC | 0.73% | Add +5.9% | 90,529 | $9.2M |
| Family Wealth Partners, LLC | 3.32% | Reduce -2.1% | 90,365 | $9.2M |
| Ferguson Johnson Wealth Management Inc | 7.65% | — | 90,210 | $9.2M |
| Atlanta Consulting Group Advisors, LLC | 2.07% | Reduce -2.6% | 89,825 | $9.2M |
| EP Wealth Advisors, LLC | 0.05% | — | 89,384 | $9.1M |
| Foster & Motley Inc. | 0.48% | Add +8.6% | 89,123 | $9.1M |
| Capital Planning Advisors, LLC | 1.21% | Add +1.0% | 88,765 | $9.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +9.6% | 88,224 | $9.0M |
| Concord Wealth Partners | 1.16% | Add +5.6% | 87,375 | $8.9M |
| Concord Asset Management, LLC | 1.52% | Add +3.7% | 86,126 | $8.8M |
| Cahill Financial Advisors Inc. | 0.95% | Add +16.8% | 85,247 | $8.7M |
| Integrity Wealth Solutions LLC | 3.43% | Add +5.8% | 85,066 | $8.7M |
| Strategic Blueprint, LLC | 0.51% | Reduce -51.2% | 84,526 | $8.6M |
| Echo Wealth Management, LLC | 5.03% | Reduce -27.6% | 84,421 | $8.6M |
| Dogwood Wealth Management LLC | 3.78% | Add +13.2% | 84,317 | $8.6M |
| Trace Wealth Advisors, LLC | 6.12% | No change | 83,120 | $8.5M |
| Daymark Wealth Partners, LLC | 0.27% | Add +8.9% | 81,643 | $8.3M |
| Arcadia Wealth Management, Inc. | 4.75% | Add +3.3% | 81,208 | $8.3M |
| Navalign, LLC | 2.02% | Reduce -0.6% | 80,609 | $8.2M |
| Wedmont Private Capital | 0.29% | Add +2.3% | 78,125 | $8.2M |
| Cooper Financial Group | 0.87% | Add +1.3% | 80,080 | $8.2M |
| KPP Advisory Services LLC | 1.18% | Add +9.2% | 79,567 | $8.1M |
| Widmann Financial Services, Inc. | 4.94% | Add +4.9% | 79,159 | $8.1M |
| Visionary Horizons, LLC | 4.17% | Add +6.3% | 79,124 | $8.1M |
| Mutual Advisors, LLC | 0.17% | Add +3.4% | 78,853 | $8.0M |
| Oak Wealth Advisors LLC | 4.56% | Reduce -5.1% | 77,925 | $7.9M |
| Liberty Capital Management, Inc. | 1.48% | Add +0.8% | 77,716 | $7.9M |
| Greenspring Advisors, LLC | 0.49% | Add +167.6% | 77,553 | $7.9M |
| Bragg Financial Advisors, Inc | 0.26% | Add +69.8% | 77,344 | $7.9M |
| Global Strategic Investment Solutions, LLC | 0.77% | Reduce -2.1% | 77,230 | $7.9M |
| Wilkerson Advisory Group LLC | 2.76% | — | 76,852 | $7.8M |
| IAM Advisory, LLC | 1.74% | Add +0.4% | 76,843 | $7.8M |
| Planned Solutions, Inc. | 2.53% | Add +13.3% | 76,637 | $7.8M |
| Advisor OS, LLC | 0.63% | Reduce -5.9% | 76,189 | $7.8M |
| MJP Associates Inc. | 0.97% | Reduce -4.8% | 76,179 | $7.8M |
| Bayshore Asset Management, LLC | 3.16% | Reduce -0.0% | 75,994 | $7.7M |
| Bridgewealth Advisory Group, LLC | 1.71% | Add +16.7% | 75,933 | $7.7M |
| Pacific Life Fund Advisors LLC | 0.79% | Reduce -31.3% | 75,184 | $7.7M |
| Physician Wealth Solutions Inc. | 3.24% | Add +10.1% | 74,953 | $7.6M |
| Prosperity Planning, Inc. | 2.82% | Add +5.1% | 74,696 | $7.6M |
| Higgins & Schmidt Wealth Strategies LLC | 3.60% | Add +5.8% | 74,590 | $7.6M |
| NCM Capital Management, LLC | 2.82% | Add +3.0% | 74,550 | $7.6M |
| First National Bank Sioux Falls | 2.25% | Add +1.6% | 73,701 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.2% | 72,876 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +62.3% | 72,665 | $7.4M |
| Del-Sette Capital Management, LLC | 4.57% | Add +24.5% | 72,631 | $7.4M |
| Yardley Wealth Management LLC | 3.93% | Add +3.3% | 72,496 | $7.4M |
| Wealthfront Advisers LLC | 0.02% | Reduce 0.0% | 72,066 | $7.3M |
| Intergy Private Wealth, LLC | 2.21% | Add +3.0% | 71,843 | $7.3M |
| Torren Management, LLC | 3.74% | — | 71,842 | $7.3M |
| Tortoise Investment Management, LLC | 0.63% | Add +1.8% | 70,754 | $7.2M |
| D. E. Shaw & Co. | 0.01% | New | 69,970 | $7.1M |
| SPWM Advisors LLC | 6.81% | — | 69,696 | $7.1M |
| Creative Financial Designs Inc. | 0.45% | Add +7.6% | 69,622 | $7.1M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -7.5% | 69,279 | $7.1M |
| Provident Wealth Management, LLC | 2.07% | Reduce -0.4% | 68,456 | $7.0M |
| Islay Capital Management, LLC | 4.11% | Reduce -13.6% | 68,153 | $7.0M |
| Rainey & Randall Wealth Advisors Inc. | 1.13% | Add +0.5% | 68,136 | $6.9M |
| Kestra Investment Management, LLC | 0.17% | Add +21.1% | 67,495 | $6.9M |
| FineMark National Bank & Trust | 0.21% | Add +231.1% | 67,419 | $6.9M |
| Golden Bell Financial Planning LLC | 5.71% | Add +6.8% | 67,210 | $6.9M |
| Midwest Heritage Bank, FSB | 2.35% | Add +0.5% | 66,902 | $6.8M |
| Diversified Portfolios, Inc. | 0.57% | Add +2.5% | 66,740 | $6.8M |
| Quantinno Capital Management LP | 0.01% | Add +82.5% | 65,842 | $6.7M |
| Carr Financial Group Corp | 1.77% | Reduce -2.7% | 65,341 | $6.7M |
| Running Point Capital Advisors, LLC | 1.77% | Reduce -17.6% | 63,805 | $6.5M |
| Pearl Planning LLC | 3.98% | — | 63,793 | $6.5M |
| White Pine Investment CO | 1.53% | Add +2.4% | 63,711 | $6.5M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -3.5% | 63,557 | $6.5M |
| ProVise Management Group, LLC | 0.46% | Add +5.2% | 63,535 | $6.5M |
| Freestate Advisors LLC | 5.25% | Add +0.7% | 63,369 | $6.5M |
| ERn Financial, LLC | 1.21% | Add +0.4% | 62,891 | $6.4M |
| Greater Midwest Financial Group, LLC | 3.58% | New | 62,790 | $6.4M |
| DeLarme Wealth Management, Inc. | 4.52% | — | 62,384 | $6.4M |
| Trailhead Planners LLC | 6.17% | — | 61,624 | $6.3M |
| Sterneck Capital Management, LLC | 2.78% | Add +5.4% | 60,630 | $6.2M |
| SkyOak Wealth, LLC | 1.11% | Add +11.4% | 60,482 | $6.2M |
| WorthPointe, LLC | 1.62% | Add +9.4% | 60,434 | $6.2M |
| Plum Street Advisors, LLC | 2.19% | Add +7.5% | 60,377 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +1.8% | 60,335 | $6.2M |
| Elevate Wealth Advisory, Inc. | 4.19% | Add +12.3% | 60,156 | $6.1M |
| Platt Wealth Management LLC | 6.04% | — | 59,715 | $6.1M |
| Sensenig Capital Advisors, Inc | 6.18% | — | 59,652 | $6.1M |
| Relyea Zuckerberg Hanson LLC | 0.61% | Add +0.2% | 59,589 | $6.1M |
| PCG Wealth Advisors, LLC | 1.72% | Add +1.5% | 59,572 | $6.1M |
| Jackson Thornton Wealth Management, LLC | 0.57% | Add +0.3% | 57,125 | $6.1M |
| Level Four Advisory Services, LLC | 0.20% | Add +3.6% | 59,365 | $6.1M |
| B&D White Capital Company, LLC | 0.70% | Add +134.6% | 59,119 | $6.0M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -24.6% | 57,506 | $5.9M |
| Capstone Wealth Management, LLC | 4.27% | Add +2.2% | 57,398 | $5.9M |
| Team Financial Group, LLC | 2.65% | Reduce -2.7% | 57,354 | $5.8M |
| Benningfield Financial Advisors, LLC | 4.57% | Add +10.5% | 57,233 | $5.8M |
| Community Bank, N.A. | 0.69% | Reduce -0.4% | 57,130 | $5.8M |
| Wright Wealth LLC | 3.80% | — | 57,104 | $5.8M |
| Frontier Asset Management, LLC | 1.33% | Add +1.4% | 56,390 | $5.8M |
| Navigoe, LLC | 3.54% | Reduce -7.3% | 56,189 | $5.7M |
| Rubicon Advisors, GP | 5.41% | — | 56,117 | $5.7M |
| Visionary Wealth Advisors | 0.26% | Add +8.0% | 55,714 | $5.7M |
| CoreFirst Bank & Trust | 3.06% | Reduce -7.1% | 55,496 | $5.7M |
| Quadcap Wealth Management, LLC | 0.64% | Add +4.7% | 54,910 | $5.6M |
| Axxcess Wealth Management, LLC | 0.10% | Add +34.3% | 54,291 | $5.5M |
| CVA Family Office, LLC | 0.64% | Reduce -3.3% | 54,232 | $5.5M |
| Accredited Investor Services, LLC | 3.66% | Add +3.8% | 54,155 | $5.5M |
| Vawter Financial, Ltd. | 2.33% | Add +8.2% | 54,032 | $5.5M |
| Castle Wealth Management LLC | 1.81% | Reduce -0.5% | 53,696 | $5.5M |
| Fidelity D & D Bancorp Inc. | 2.36% | Add +27.8% | 53,629 | $5.5M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -34.9% | 53,143 | $5.4M |
| Cascade Financial Partners, LLC | 0.55% | Add +9.8% | 52,802 | $5.4M |
| Brady Martz Wealth Solutions, LLC | 0.95% | Reduce -37.4% | 52,718 | $5.4M |
| Northland Capital Management LLC | 2.99% | Add +2.5% | 52,324 | $5.3M |
| Tillman Hartley LLC | 1.34% | Add +0.1% | 52,207 | $5.3M |
| Rialto Wealth Management, LLC | 1.26% | Add +12.7% | 51,628 | $5.3M |
| Westside Investment Management, Inc. | 0.84% | Add +6.4% | 51,483 | $5.3M |
| BlueStem Wealth Partners, LLC | 0.58% | Add +1.1% | 51,319 | $5.2M |
| Andrews Advisory Associates, LLC | 2.78% | — | 51,306 | $5.2M |
| Lantern Wealth Advisors, LLC | 2.69% | Reduce -5.2% | 49,715 | $5.1M |
| Seed Wealth Management, Inc. | 3.47% | Add +9.4% | 49,385 | $5.0M |
| ATLas Financial Planning LLC | 4.89% | — | 48,899 | $5.0M |
| Kane Co Wealth Management, Inc. | 4.31% | — | 47,944 | $4.9M |
| EnRich Financial Partners LLC | 1.32% | Add +19.1% | 47,514 | $4.8M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -1.0% | 47,278 | $4.8M |
| Generations Wealth, LLC | 4.86% | — | 46,569 | $4.7M |
| Cloud Capital Management, LLC | 2.24% | Add +23.0% | 46,465 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.6% | 45,781 | $4.7M |
| Independent Advisor Alliance | 0.11% | Reduce -0.4% | 45,701 | $4.7M |
| Telos Capital Management, Inc. | 0.43% | Add +3.5% | 45,528 | $4.6M |
| Orion Capital Management LLC | 1.56% | Reduce -3.3% | 45,341 | $4.6M |
| Equita Financial Network, Inc. | 1.38% | Reduce -0.3% | 44,850 | $4.6M |
| Arax Advisory Partners | 0.13% | New | 44,722 | $4.6M |
| Stone Summit Wealth LLC | 1.23% | Add +1.6% | 44,403 | $4.5M |
| Bravera Wealth | 2.26% | — | 44,320 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -1.3% | 44,267 | $4.5M |
| Sylvest Advisors, LLC | 2.39% | Add +7.6% | 43,954 | $4.5M |
| Financial Plan, Inc. | 0.51% | — | 43,866 | $4.5M |
| Maridea Wealth Management LLC | 0.67% | Add +34.4% | 43,529 | $4.4M |
| Vista Investment Partners LLC | 1.17% | Add +5.2% | 43,498 | $4.4M |
| Pacific Asset Management, LLC | 2.66% | Add +18.3% | 43,492 | $4.4M |
| McCartney Wealth Management LLC | 3.69% | — | 41,955 | $4.3M |
| Larson Financial Group LLC | 0.14% | Add +3.6% | 41,819 | $4.3M |
| GC Wealth Management RIA, LLC | 0.16% | Add +2.3% | 41,767 | $4.3M |
| Peirce Capital Management, LLC | 1.68% | Reduce -4.8% | 41,449 | $4.2M |
| Indivisible Partners | 0.46% | — | 41,315 | $4.2M |
| Argent Trust Co | 0.14% | Add +100.5% | 41,253 | $4.2M |
| SC&H Financial Advisors, Inc. | 0.65% | Reduce -1.7% | 41,081 | $4.2M |
| Mayfair Advisory Group, LLC | 1.63% | Add +0.3% | 40,614 | $4.2M |
| Aprio Wealth Management, LLC | 0.24% | Add +33.8% | 40,912 | $4.2M |
| Austin Wealth Management, LLC | 0.62% | Add +12.2% | 38,932 | $4.2M |
| Passive Capital Management, LLC. | 1.30% | Add +0.2% | 40,711 | $4.2M |
| McLean Asset Management Corp | 0.74% | Add +3.0% | 38,381 | $4.1M |
| World Investment Advisors | 0.07% | Add +18.7% | 39,935 | $4.1M |
| Ballast Financial Advisors LLC | 4.19% | — | 39,910 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -4.0% | 45,670 | $4.1M |
| CSS LLC | 0.67% | Add +1.3% | 39,420 | $4.0M |
| DBK Financial Counsel, LLC | 3.07% | Add +12.2% | 39,234 | $4.0M |
| Clearstead Advisors, LLC | 0.05% | Add +9.5% | 39,141 | $4.0M |
| Bison Wealth, LLC | 0.45% | Reduce -76.7% | 37,329 | $4.0M |
| Fifth Third Securities, Inc. | 0.25% | Add +12.6% | 38,071 | $3.9M |
| Dopkins Wealth Management, LLC | 1.58% | Reduce -0.9% | 38,041 | $3.9M |
| MOR Wealth Management, LLC | 1.76% | — | 37,781 | $3.9M |
| RFG Advisory, LLC | 0.07% | New | 37,529 | $3.8M |
| Flywheel Private Wealth LLC | 2.37% | Reduce -1.6% | 37,294 | $3.8M |
| Curio Wealth, LLC | 1.32% | Add +9.5% | 36,010 | $3.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.70% | Reduce -0.1% | 36,392 | $3.7M |
| IMA Advisory Services, Inc. | 0.35% | Add +4.7% | 36,108 | $3.7M |
| PFC Capital Group, Inc. | 1.50% | Add +12.5% | 35,720 | $3.6M |
| Cherry Tree Wealth Management, LLC | 0.77% | Add +5.5% | 35,623 | $3.6M |
| Tandemgrowth Financial Advisors LLC | 3.13% | — | 35,200 | $3.6M |
| Premier Path Wealth Partners, LLC | 0.46% | Reduce -6.6% | 35,109 | $3.6M |
| Avant Financial Advisors LLC | 2.57% | Add +1.3% | 35,089 | $3.6M |
| Silver Oak Wealth Advisors Services, LLC | 2.28% | Reduce -0.9% | 34,694 | $3.5M |
| rebel Financial LLC | 1.49% | Add +0.0% | 34,270 | $3.5M |
| M Holdings Securities, Inc. | 0.25% | New | 34,226 | $3.5M |
| Renaissance Technologies | 0.01% | Add +98.3% | 33,900 | $3.5M |
| Fidelis Capital Partners, LLC | 0.25% | Reduce -3.2% | 33,853 | $3.5M |
| Bauman Advisory Group, LLC | 2.78% | — | 33,767 | $3.4M |
| Lauterbach Financial Advisors, LLC | 1.67% | Add +29.0% | 33,563 | $3.4M |
| Foundry Financial Group, Inc. | 1.70% | Add +2.3% | 33,256 | $3.4M |
| Bank of New Hampshire | 0.76% | Add +10964.0% | 33,192 | $3.4M |
| Hudson Oak Wealth Advisory LLC | 2.95% | — | 32,789 | $3.3M |
| Sculati Wealth Management, LLC | 1.18% | Reduce -0.7% | 32,669 | $3.3M |
| Lam Group, Inc. | 1.90% | Add +19.3% | 32,575 | $3.3M |
| Harbour Investments, Inc. | 0.07% | Add +114.0% | 32,414 | $3.3M |
| Courier Capital LLC | 0.19% | Add +11.1% | 32,346 | $3.3M |
| Emprise Bank | 1.37% | Reduce -2.5% | 32,248 | $3.3M |
| Liberty One Investment Management, LLC | 0.42% | Reduce -35.7% | 32,119 | $3.3M |
| Troutman Wealth Management, LLC | 2.70% | — | 32,061 | $3.3M |
| JDH Wealth Management, LLC | 2.24% | Reduce -0.7% | 32,047 | $3.3M |
| Bull Oak Capital, LLC | 1.33% | Reduce -4.6% | 31,848 | $3.2M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +3.5% | 31,721 | $3.2M |
| Summit Financial, LLC | 0.05% | Add +8.1% | 31,499 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +1.0% | 31,491 | $3.2M |
| First Horizon Corp. | 0.14% | Add +248.4% | 31,455 | $3.2M |
| Cozad Asset Management Inc. | 0.25% | Add +10.5% | 31,067 | $3.2M |
| Altar Rock LLC | 3.79% | — | 30,982 | $3.2M |
| IF Advisors, LLC | 2.55% | — | 30,806 | $3.1M |
| Heritage Wealth Management, Inc. | 0.87% | Add +8.8% | 30,655 | $3.1M |
| Level Financial Advisors | 0.82% | Add +3.1% | 30,465 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -23.5% | 30,410 | $3.1M |
| L.K. Benson & Company, P.C. | 1.54% | Add +0.8% | 30,175 | $3.1M |
| Broadway Wealth Solutions, Inc. | 1.64% | Add +46.7% | 30,085 | $3.1M |
| Friday Financial | 1.08% | Add +2.9% | 30,064 | $3.1M |
| Stegent Equity Advisors, Inc. | 2.36% | Add +1.7% | 29,726 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +18.5% | 29,692 | $3.0M |
| Faithward Advisors, LLC | 0.44% | Add +6.0% | 29,502 | $3.0M |
| Uptick Partners, LLC | 0.64% | Add +106.0% | 29,397 | $3.0M |
| Integrated Capital Management, LLC | 1.27% | Reduce -1.2% | 28,931 | $3.0M |
| Clarus Group, Inc. | 1.06% | Reduce -4.3% | 28,924 | $2.9M |
| Aspire Capital Advisors LLC | 0.69% | Reduce -5.5% | 28,732 | $2.9M |
| Nkcfo LLC | 0.84% | No change | 28,600 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +3.7% | 28,338 | $2.9M |
| Arbor Wealth Advisors LLC | 2.06% | Add +23.8% | 28,310 | $2.9M |
| Paragon Advisors, LLC | 0.77% | Reduce -49.3% | 27,946 | $2.8M |
| New England Private Wealth Advisors LLC | 0.35% | Reduce -7.6% | 27,932 | $2.8M |
| Sentinel Pension Advisors, LLC | 0.43% | Add +2.6% | 27,766 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +5.3% | 27,728 | $2.8M |
| CAP Partners, LLC | 1.58% | Add +1.1% | 27,290 | $2.8M |
| Global Retirement Partners, LLC | 0.05% | Add +2.6% | 27,247 | $2.8M |
| Pasadena Private Wealth, LLC | 0.38% | Reduce -4.2% | 27,158 | $2.8M |
| Canvas Wealth Advisors, LLC | 0.47% | Reduce -6.3% | 27,145 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -85.0% | 27,123 | $2.8M |
| Tranquility Partners, LLC | 1.00% | Reduce -3.7% | 27,106 | $2.8M |
| First Manhattan Co. Llc. | 0.01% | No change | 26,855 | $2.7M |
| Goldstone Financial Group, LLC | 0.31% | Reduce -1.2% | 26,853 | $2.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.59% | New | 26,786 | $2.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 26,625 | $2.7M |
| Herold Advisors, Inc. | 0.60% | Add +0.9% | 26,530 | $2.7M |
| Alpha Financial Advisors, LLC | 0.82% | No change | 26,290 | $2.7M |
| Cogent Strategic Wealth LLC | 2.91% | — | 24,617 | $2.7M |
| Haven Private, LLC | 1.15% | Add +8.9% | 25,769 | $2.6M |
| Skyview Financial Group LLC | 2.70% | — | 25,663 | $2.6M |
| CoreCap Advisors, LLC | 0.09% | Add +28.6% | 25,635 | $2.6M |
| Etesian Wealth Advisors, Inc. | 0.81% | Add +8.3% | 25,448 | $2.6M |
| RDA Financial Network | 0.62% | Add +0.3% | 25,408 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -0.6% | 25,066 | $2.6M |
| Dala Group, LLC | 2.21% | — | 24,976 | $2.5M |
| Fortis Capital Management LLC | 0.34% | Add +38.7% | 24,790 | $2.5M |
| Evanson Asset Management, LLC | 0.14% | Add +29.2% | 24,788 | $2.5M |
| Aerodigm Wealth, LLC | 0.98% | Reduce -0.4% | 24,770 | $2.5M |
| Squire Investment Management Company, LLC | 0.76% | Add +0.0% | 24,718 | $2.5M |
| Versant Capital Management, Inc | 0.31% | Reduce -0.2% | 24,478 | $2.5M |
| Ocean Park Asset Management, LLC | 0.12% | Reduce -84.5% | 24,422 | $2.5M |
| Heritage Wealth Management, Inc. | 1.61% | Add +8.2% | 24,408 | $2.5M |
| Paragon Capital Management Ltd | 0.51% | Add +0.9% | 24,383 | $2.5M |
| Meadow Creek Wealth Advisors LLC | 1.57% | Add +0.3% | 24,092 | $2.5M |
| ORBA Wealth Advisors, L.L.C. | 2.13% | Reduce -3.8% | 24,088 | $2.5M |
| Milestone Asset Management Group, LLC | 1.38% | Add +24.1% | 23,965 | $2.4M |
| XY Planning Network, Inc. | 0.42% | Reduce -3.6% | 23,869 | $2.4M |
| Ariadne Wealth Management, LP | 1.00% | Add +252.0% | 21,249 | $2.4M |
| Atala Financial Inc | 1.53% | Add +4.3% | 23,497 | $2.4M |
| LJI Wealth Management, LLC | 0.36% | Add +390.8% | 23,422 | $2.4M |
| FMB Wealth Management | 0.94% | Reduce -10.2% | 23,373 | $2.4M |
| Factor Wealth Management LTD | 0.51% | Add +28.7% | 23,346 | $2.4M |
| TFB Advisors LLC | 0.66% | Reduce -0.3% | 23,150 | $2.4M |
| HUB Investment Partners, LLC | 0.06% | New | 22,956 | $2.3M |
| Holcombe Financial, Inc. | 1.47% | Reduce -16.4% | 22,949 | $2.3M |
| Asset Dedication, LLC | 0.15% | Reduce -1.5% | 22,627 | $2.3M |
| Cardiff Park Advisors, LLC | 0.19% | Reduce -5.8% | 22,613 | $2.3M |
| Cornerstone Management, Inc. | 0.37% | Reduce -1.8% | 22,321 | $2.3M |
| Proactive Wealth Strategies LLC | 0.90% | Add +2.9% | 22,187 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -1.8% | 21,730 | $2.2M |
| Parkwoods Wealth Partners, LLC | 0.65% | Add +6.4% | 21,508 | $2.2M |
| Fortitude Family Office, LLC | 0.51% | Reduce -4.7% | 21,299 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.52% | Reduce -45.4% | 20,793 | $2.1M |
| Fiduciary Advisors, Inc. | 1.61% | Add +11.6% | 20,785 | $2.1M |
| Independence Bank of Kentucky | 0.26% | Reduce -6.9% | 20,715 | $2.1M |
| Apollon Financial, LLC | 0.31% | Add +19.4% | 20,707 | $2.1M |
| Centerpoint Advisory Group | 1.62% | Reduce -3.5% | 20,666 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -2.6% | 20,663 | $2.1M |
| Armbruster Capital Management, Inc. | 0.35% | Add +2.6% | 20,644 | $2.1M |
| Foundry Financial LLC | 1.09% | — | 20,437 | $2.1M |
| 55 North Private Wealth, LLC | 0.55% | — | 20,436 | $2.1M |
| Abacus Planning Group, Inc. | 0.27% | Add +5.4% | 20,134 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -3.7% | 19,957 | $2.0M |
| Leading Edge Financial Planning LLC | 0.46% | Add +2.7% | 19,652 | $2.0M |
| Legacy Capital Wealth Partners, LLC | 0.43% | Add +6.4% | 19,618 | $2.0M |
| Clear Creek Financial Management, LLC | 0.16% | Add +87.0% | 19,513 | $2.0M |
| Bokf, NA | 0.03% | Add +19.9% | 19,463 | $2.0M |
| CRA Financial Services, LLC | 0.26% | Reduce -2.6% | 19,199 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -2.1% | 19,032 | $1.9M |
| Cypress Point Wealth Management, LLC | 0.42% | Reduce -9.8% | 18,907 | $1.9M |
| HBE Wealth Management, LLC | 1.81% | — | 18,836 | $1.9M |
| Ironwood Financial, llc | 0.32% | Add +8.4% | 17,415 | $1.9M |
| Savvy Advisors, Inc. | 0.06% | Add +23.7% | 18,175 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.67% | Reduce -4.0% | 18,121 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +0.6% | 17,890 | $1.8M |
| Motco | 0.17% | Reduce -1.4% | 17,881 | $1.8M |
| Insight Wealth Partners, LLC | 0.76% | Add +0.1% | 17,825 | $1.8M |
| Beacon Financial Group | 0.18% | Add +6.4% | 17,795 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +10.2% | 17,724 | $1.8M |
| Puff Wealth Management, LLC | 2.31% | Reduce -11.0% | 17,299 | $1.8M |
| Nixon Peabody Trust Co. | 0.14% | Reduce -1.1% | 17,491 | $1.8M |
| Guidance Capital, Inc. | 0.43% | Add +2.5% | 15,921 | $1.8M |
| Equity Wealth Partners, LLC | 1.14% | Reduce -3.0% | 17,172 | $1.8M |
| Debussy Capital Management LP | 0.23% | Add +15.0% | 16,756 | $1.7M |
| CGC Financial Services, LLC | 0.46% | Add +0.8% | 16,678 | $1.7M |
| Rockwood Wealth Management, LLC | 0.13% | Reduce -0.9% | 16,657 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +0.4% | 16,635 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +6.1% | 16,600 | $1.7M |
| Maimon Wealth Management LTD. | 1.57% | — | 16,580 | $1.7M |
| Founders Financial Alliance, LLC | 0.31% | New | 16,290 | $1.7M |
| BlackRock, Inc. | 0.00% | Add +292.4% | 16,281 | $1.7M |
| Hardin Capital Partners, LLC | 0.78% | Add +19.7% | 16,228 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -19.9% | 16,171 | $1.6M |
| BigSur Wealth Management LLC | 0.40% | Add +0.0% | 16,069 | $1.6M |
| Sachetta, LLC | 0.88% | Add +3.0% | 15,826 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +28.0% | 15,485 | $1.6M |
| Jacobi Capital Management LLC | 0.09% | Add +20.1% | 15,468 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.2% | 15,337 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +13.4% | 15,225 | $1.6M |
| Intrua Financial, LLC | 0.17% | Reduce -2.9% | 15,054 | $1.5M |
| First Citizens Asset Management, Inc. | 0.54% | Add +0.7% | 15,048 | $1.5M |
| Tower Wealth Partners, Inc. | 0.84% | Add +2.0% | 15,013 | $1.5M |
| CWA Asset Management Group, LLC | 0.06% | Add +4.1% | 14,992 | $1.5M |
| SVB Wealth LLC | 0.09% | Add +12.4% | 14,977 | $1.5M |
| Advisor Resource Council | 0.54% | New | 13,737 | $1.5M |
| Traphagen Investment Advisors LLC | 0.12% | Reduce -2.0% | 14,792 | $1.5M |
| RVW Wealth, LLC | 0.11% | Reduce -8.8% | 14,728 | $1.5M |
| Clark Asset Management, LLC | 0.16% | Reduce -2.6% | 14,717 | $1.5M |
| Peak Planning Group, LLC | 0.41% | New | 14,499 | $1.5M |
| San Luis Wealth Advisors LLC | 0.25% | Reduce -12.5% | 14,406 | $1.5M |
| Seaside Wealth Management, Inc. | 0.41% | Add +0.4% | 14,240 | $1.5M |
| Integris Wealth Management, LLC | 0.33% | No change | 14,156 | $1.4M |
| Frankly Finances, LLC | 1.37% | — | 14,124 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -6.5% | 14,114 | $1.4M |
| GEM Asset Management, LLC | 0.64% | Reduce -16.9% | 13,672 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +2.0% | 14,074 | $1.4M |
| Cornerstone Advisory, LLC | 0.14% | Add +8.8% | 14,055 | $1.4M |
| Approach Retirement Advisors, LLC | 1.23% | — | 14,053 | $1.4M |
| Almanack Investment Partners, LLC. | 0.24% | Reduce -5.5% | 14,010 | $1.4M |
| SOL Capital Management CO | 0.13% | Reduce -12.3% | 13,970 | $1.4M |
| Transcendent Capital Group LLC | 0.64% | Add +1.0% | 13,968 | $1.4M |
| Signal Advisors Wealth, LLC | 0.11% | Add +0.3% | 13,746 | $1.4M |
| John A. Wolfe & Associates, Inc. | 0.76% | — | 13,738 | $1.4M |
| Kaufman Rossin Wealth, LLC | 0.73% | Reduce -0.4% | 13,665 | $1.4M |
| KWB Wealth | 0.13% | Reduce -8.5% | 13,605 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -13.4% | 13,519 | $1.4M |
| Endeavor Private Wealth, Inc. | 0.39% | Reduce -8.9% | 13,273 | $1.4M |
| FMR LLC | 0.00% | Add +27.6% | 13,133 | $1.3M |
| Gradient Capital Advisors, LLC | 0.34% | Reduce -3.1% | 13,078 | $1.3M |
| Tortuga Wealth Management, Inc | 1.39% | — | 12,910 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -50.2% | 12,865 | $1.3M |
| Value Investment Professionals, LLC | 1.37% | — | 12,842 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -9.9% | 12,808 | $1.3M |
| Centennial Wealth Advisory LLC | 0.34% | Add +11.2% | 12,695 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Add +156.3% | 12,564 | $1.3M |
| Entrewealth, LLC | 0.57% | Add +10.9% | 11,049 | $1.3M |
| Lifetime Wealth Management P.C. | 0.81% | — | 12,411 | $1.3M |
| PFG Investments, LLC | 0.06% | Add +1.4% | 12,405 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -2.7% | 12,197 | $1.2M |
| Denver Wealth Management, Inc. | 0.43% | Add +10.5% | 11,919 | $1.2M |
| Longview Financial Advisors, Inc. | 0.82% | Reduce -1.9% | 11,852 | $1.2M |
| Claro Advisors Inc. | 0.16% | Add +13.3% | 11,801 | $1.2M |
| Trajan Wealth LLC | 0.05% | Reduce -5.7% | 11,729 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -43.6% | 11,727 | $1.2M |
| JNBA Financial Advisors | 0.10% | Reduce -0.7% | 11,535 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +18.2% | 11,265 | $1.1M |
| Harbor Asset Planning, Inc. | 0.97% | Add +2.2% | 11,185 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.6% | 11,183 | $1.1M |
| Redmont Wealth Advisors LLC | 1.72% | Add +0.0% | 11,134 | $1.1M |
| CGN Advisors LLC | 0.09% | Reduce -3.9% | 11,080 | $1.1M |
| Opal Wealth Advisors, LLC | 0.29% | Reduce -2.8% | 10,864 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.5% | 10,777 | $1.1M |
| Financial Architects, LLC | 0.59% | No change | 10,750 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Reduce -28.0% | 10,670 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -8.6% | 10,611 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Add +1.4% | 9,933 | $1.1M |
| EJMK Ventures LLC | 0.66% | — | 10,564 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +1.2% | 10,409 | $1.1M |
| Strategic Advisors LLC | 0.16% | Reduce -3.9% | 10,313 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.71% | Reduce -9.4% | 10,268 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 10,254 | $1.0M |
| Curi Capital, LLC | 0.02% | Reduce -2.0% | 10,225 | $1.0M |
| First Financial Corp. | 0.39% | Reduce -7.3% | 10,156 | $1.0M |
| Vistica Wealth Advisors, LLC | 1.01% | — | 9,958 | $1.0M |
| Annex Advisory Services, LLC | 0.02% | Reduce -7.0% | 9,933 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -4.9% | 9,828 | $1.0M |
| Convergence Financial, LLC | 0.15% | Reduce -0.8% | 9,790 | $998K |
| Harbour Investment Management LLC | 0.53% | Add +0.4% | 9,761 | $995K |
| Capital Wealth Alliance, LLC | 0.42% | Reduce -4.9% | 8,633 | $995K |
| Aspen Capital Management, LLC | 0.25% | No change | 9,752 | $995K |
| Stonebridge Financial Group, LLC / MO | 0.85% | — | 9,683 | $987K |
| US Bancorp \de | 0.00% | Add +21.5% | 9,639 | $983K |
| Sequent Asset Management, LLC | 0.43% | Reduce -0.6% | 9,457 | $965K |
| Maia Wealth LLC | 0.16% | New | 8,509 | $965K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.7% | 9,349 | $953K |
| REDW Wealth LLC | 0.36% | Reduce -2.1% | 9,195 | $938K |
| Middleton & Co. Inc. | 0.10% | Reduce -10.6% | 9,156 | $934K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -2.7% | 9,016 | $919K |
| Tyche Wealth Partners LLC | 0.15% | Add +10.5% | 8,998 | $918K |
| HBW Advisory Services LLC | 0.10% | Add +7.4% | 8,961 | $914K |
| marrick wealth, LLC | 0.75% | — | 8,953 | $913K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.3% | 8,946 | $912K |
| MN Wealth Advisors, LLC | 0.45% | Reduce -50.2% | 8,769 | $894K |
| IFP Advisors, Inc | 0.02% | Add +7.7% | 8,591 | $876K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +37.5% | 8,515 | $868K |
| Crosspoint Financial, LLC | 2.02% | Add +14.3% | 8,396 | $856K |
| Klingman & Associates, LLC | 0.04% | Add +0.3% | 8,293 | $846K |
| Victory Financial Group, LLC | 0.11% | Add +210.0% | 8,290 | $845K |
| Vines Capital Management, LLC | 0.82% | — | 8,258 | $842K |
| Tenon Financial LLC | 0.35% | Add +0.3% | 8,203 | $837K |
| Facet Wealth, Inc. | 0.01% | Reduce -25.6% | 7,642 | $828K |
| Boyce & Associates Wealth Consulting, Inc. | 0.69% | Add +12.7% | 8,103 | $826K |
| Caprock Group, LLC | 0.02% | Reduce -0.2% | 8,044 | $820K |
| Nova R Wealth, Inc. | 0.30% | Reduce -25.2% | 8,016 | $817K |
| Merkkuri Wealth Advisors LLC | 0.55% | Reduce -4.0% | 7,990 | $815K |
| Cerity Partners LLC | 0.00% | Add +16.8% | 7,974 | $813K |
| Continuum Advisory, LLC | 0.08% | Add +20.8% | 7,888 | $804K |
| North Star Asset Management Inc. | 0.03% | Reduce -22.2% | 7,818 | $797K |
| Northern Trust Corp. | 0.00% | Add +76.8% | 7,818 | $797K |
| Morey & Quinn Wealth Partners, LLC | 0.57% | Add +45.7% | 7,788 | $794K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 7,761 | $792K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Reduce -2.7% | 7,762 | $792K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +3.4% | 7,685 | $784K |
| ProCore Advisors, LLC | 0.80% | — | 7,678 | $783K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +6.6% | 7,575 | $773K |
| Gambit Capital Management, LLC | 0.55% | — | 7,518 | $767K |
| Fortune Financial Advisors, LLC | 0.51% | Add +8.0% | 7,425 | $757K |
| POM Investment Strategies, LLC | 0.39% | Add +5.3% | 7,379 | $753K |
| RCS Financial Planning, LLC | 0.32% | Reduce -1.6% | 7,376 | $752K |
| Kings Path Partners LLC | 0.26% | Reduce -4.3% | 7,375 | $752K |
| Glassman Wealth Services | 0.10% | Add +104.6% | 7,367 | $751K |
| Prospera Capital Management, LLC | 0.38% | No change | 7,300 | $744K |
| CIBC Private Wealth Group LLC | 0.00% | Add +167.6% | 7,258 | $740K |
| Monetary Solutions, Ltd | 0.71% | — | 7,062 | $720K |
| Keating Financial Advisory Services, Inc. | 0.10% | — | 6,876 | $701K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -4.7% | 6,813 | $695K |
| Legacy Financial Group, Inc. | 0.18% | Add +0.4% | 6,678 | $681K |
| Corus Family Wealth Advisors | 0.54% | Add +21.6% | 6,636 | $677K |
| Camarda Financial Advisors, LLC | 0.26% | Reduce -10.3% | 6,582 | $671K |
| OakTrust Wealth Advisors, LLC | 0.61% | — | 6,509 | $664K |
| Capasso Planning Partners LLC | 0.36% | Add +2.9% | 6,506 | $663K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.6% | 5,988 | $659K |
| Slagle Financial, LLC | 0.23% | Add +3.0% | 6,447 | $657K |
| Triune Financial Partners, LLC | 0.15% | Add +0.2% | 5,989 | $654K |
| Whitaker-Myers Wealth Managers, LTD. | 0.14% | Reduce -26.5% | 6,411 | $654K |
| Intelligent Financial Strategies | 0.31% | No change | 6,383 | $651K |
| Marshall Wace, LLP | 0.00% | New | 6,371 | $650K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | New | 6,250 | $637K |
| Foundation Wealth Management, LLC\PA | 0.23% | No change | 6,173 | $630K |
| Lido Advisors, LLC | 0.00% | No change | 6,298 | $627K |
| Private Trust Co. NA | 0.05% | Add +19.9% | 6,064 | $618K |
| M Wealth Management, LLC | 0.53% | Reduce -0.1% | 6,024 | $614K |
| BFI Wealth Solutions, LLC | 0.58% | — | 6,000 | $612K |
| Aegis Wealth Management LLC | 0.34% | No change | 5,976 | $609K |
| Mattern Capital Management, LLC | 0.07% | Add +4.1% | 5,968 | $609K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 5,916 | $603K |
| Pitti Group Wealth Management, LLC | 0.49% | Add +0.6% | 5,816 | $593K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +26.8% | 5,536 | $592K |
| Keel Point, LLC | 0.04% | Reduce -3.3% | 5,796 | $591K |
| Lifestyle Asset Management, Inc. | 0.19% | Reduce -89.6% | 5,763 | $588K |
| Selective Wealth Management, Inc. | 0.18% | Reduce -2.7% | 5,386 | $587K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.3% | 5,751 | $586K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,741 | $585K |
| Oceanside Advisors LLC | 0.35% | Add +8.5% | 5,739 | $585K |
| Navis Wealth Advisors, LLC | 0.25% | Add +4.0% | 5,735 | $585K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 5,733 | $585K |
| Conscious Wealth Investments, LLC | 0.35% | Add +7.7% | 5,166 | $578K |
| Titleist Asset Management, LLC | 0.05% | Reduce -1.3% | 5,629 | $574K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.9% | 5,619 | $573K |
| Wealthspire Retirement, LLC | 0.03% | Add +23.6% | 5,619 | $573K |
| D'Orazio & Associates, Inc. | 0.07% | Add +1.2% | 5,535 | $564K |
| NWF Advisory Services Inc. | 0.06% | Reduce -22.4% | 5,524 | $563K |
| OneAscent Financial Services LLC | 0.05% | Reduce -2.8% | 5,518 | $563K |
| Guardsman Private Capital Management, Inc. | 0.44% | — | 5,419 | $553K |
| Flow Traders U.S. LLC | 0.02% | New | 5,394 | $550K |
| Financial Symmetry Inc | 0.22% | No change | 5,380 | $549K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +37.6% | 5,313 | $542K |
| National Wealth Management Group, LLC | 0.19% | Reduce -4.0% | 5,305 | $541K |
| Ieq Capital, LLC | 0.00% | Add +1.1% | 5,303 | $541K |
| Directional Asset Management | 0.46% | — | 5,160 | $526K |
| Whelan Financial | 0.16% | No change | 5,159 | $526K |
| Valeo Financial Advisors, LLC | 0.01% | Add +39.3% | 5,154 | $526K |
| Autumn Glory Partners, LLC | 0.18% | No change | 5,046 | $515K |
| Redwood Park Advisors LLC | 0.35% | Add +0.4% | 5,022 | $512K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,019 | $512K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -18.8% | 4,980 | $508K |
| Atlas Wealth LLC | 0.20% | No change | 4,934 | $503K |
| Entelevest, LLC | 0.52% | — | 4,913 | $501K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 4,901 | $500K |
| Childress Capital Advisors, LLC | 0.08% | New | 4,900 | $500K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -7.8% | 4,884 | $498K |
| Colonial Trust Co / SC | 0.07% | Add +17.0% | 4,860 | $496K |
| ARK & TLK Investments, LLC | 0.14% | Add +44.7% | 4,854 | $495K |
| Belleair Asset Management, LLC | 0.46% | — | 4,756 | $485K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,755 | $485K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -4.2% | 4,718 | $481K |
| Tranquilli Financial Advisor LLC | 0.28% | New | 4,715 | $481K |
| Mosaic Family Wealth Partners, LLC | 0.05% | New | 4,697 | $479K |
| Cypress Wealth Services, LLC | 0.07% | No change | 4,666 | $476K |
| Landing Point Financial Group, LLC | 0.24% | Reduce -11.6% | 4,665 | $476K |
| AE Wealth Management LLC | 0.00% | Add +26.0% | 4,650 | $474K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -3.3% | 4,635 | $473K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.2% | 4,586 | $468K |
| Decker Retirement Planning Inc. | 0.23% | Add +1.9% | 4,539 | $463K |
| Arista Wealth Management, LLC | 0.06% | Reduce -0.1% | 4,518 | $461K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 4,405 | $449K |
| Brickley Wealth Management | 0.07% | Add +1.1% | 4,350 | $444K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.0% | 4,347 | $443K |
| Bannerman Wealth Management Group, LLC | 0.31% | Reduce -0.1% | 4,270 | $435K |
| Gotham Asset Management | 0.00% | Add +82.8% | 4,221 | $430K |
| Columbia Advisory Partners LLC | 0.29% | Reduce -14.3% | 4,210 | $429K |
| GEN Financial Management, INC. | 0.27% | Reduce -22.7% | 4,188 | $427K |
| Vise Technologies, Inc. | 0.01% | New | 4,119 | $420K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.2% | 4,066 | $415K |
| Signature Resources Capital Management, LLC | 0.21% | Reduce -7.7% | 4,015 | $409K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -12.9% | 3,984 | $406K |
| Legacy Edge Advisors, LLC | 0.04% | Add +9.0% | 3,921 | $400K |
| V2 Financial group LLC | 0.20% | Add +6.4% | 3,911 | $399K |
| Elevation Wealth Partners, LLC | 0.14% | Add +0.4% | 3,905 | $398K |
| Brooklyn Investment Group | 0.02% | New | 3,828 | $395K |
| Auxano Advisors, LLC | 0.08% | Add +45.3% | 3,842 | $392K |
| Liberty Wealth Management LLC | 0.05% | Add +0.4% | 3,831 | $391K |
| Cambridge Financial Group, LLC | 0.14% | Reduce -43.3% | 3,981 | $389K |
| Commerce Bank | 0.00% | Reduce -17.6% | 3,815 | $389K |
| BCR Wealth Strategies, LLC | 0.13% | No change | 3,791 | $386K |
| Stewardship Concepts Financial Services LLC | 0.32% | — | 3,704 | $378K |
| Magnolia Private Wealth, LLC | 0.26% | Reduce -0.2% | 3,701 | $377K |
| Valmark Advisers, Inc. | 0.00% | New | 3,700 | $377K |
| Gibraltar Capital Management, Inc. | 0.06% | Add +12.1% | 3,697 | $377K |
| Keystone Financial Group | 0.03% | Add +0.1% | 3,691 | $376K |
| Ritholtz Wealth Management | 0.01% | Add +23.4% | 3,632 | $370K |
| Blue Trust, Inc. | 0.00% | Reduce -0.1% | 3,618 | $369K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +50.3% | 3,620 | $369K |
| Pure Portfolios Holdings LLC | 0.11% | Add +0.4% | 3,588 | $366K |
| BIP Wealth, LLC | 0.01% | Add +0.1% | 3,573 | $364K |
| Cassilly Financial Group LLC | 0.32% | — | 3,562 | $363K |
| Vance Wealth, LLC | 0.11% | Reduce -1.3% | 3,552 | $362K |
| Trellis Wealth Advisors LLC | 0.14% | Add +0.6% | 3,509 | $358K |
| D.A. Davidson & Co. | 0.00% | New | 3,501 | $357K |
| Diversify Advisory Services, LLC | 0.01% | Add +36.9% | 3,283 | $356K |
| Next Level Private LLC | 0.09% | Add +6.2% | 3,479 | $355K |
| Madrid Wealth Management, LLC | 0.29% | — | 3,477 | $355K |
| Stewardship Advisors, LLC | 0.08% | Reduce -0.0% | 3,396 | $346K |
| Kelleher Financial Advisors | 0.08% | New | 3,393 | $346K |
| Cora Capital Advisors LLC | 0.13% | Reduce -8.3% | 3,303 | $337K |
| Investment Advisory Group, LLC | 0.08% | Add +12.7% | 3,211 | $327K |
| Balboa Wealth Partners | 0.05% | Reduce -9.8% | 3,208 | $327K |
| Prosperitas Financial LLC | 0.13% | Add +2.7% | 3,199 | $326K |
| Newman Dignan & Sheerar, Inc. | 0.07% | New | 3,150 | $321K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 3,131 | $319K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 3,120 | $318K |
| W.H. Cornerstone Investments Inc. | 0.19% | New | 3,112 | $317K |
| Darden Wealth Group Inc | 0.15% | Reduce -3.1% | 3,100 | $316K |
| Calton & Associates, Inc. | 0.05% | Reduce -18.4% | 3,087 | $315K |
| Powers Advisory Group, LLC | 0.12% | Reduce -1.5% | 3,055 | $312K |
| Global Trust Wealth Management LLC | 0.23% | — | 3,050 | $311K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,045 | $311K |
| Grand Wealth Management, LLC | 0.14% | No change | 2,992 | $305K |
| Coquina Private Wealth LLC | 0.24% | — | 2,990 | $305K |
| Brookstone Capital Management | 0.00% | Reduce -41.7% | 2,986 | $305K |
| Andrews, Lucia Wealth Management LLC | 0.18% | Add +6.3% | 2,970 | $303K |
| Seeds Investor LLC | 0.06% | Reduce -45.3% | 2,970 | $303K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $301K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 2,930 | $299K |
| Heron Bay Capital Management | 0.06% | Reduce -0.5% | 2,924 | $298K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.9% | 2,892 | $295K |
| Cannon Wealth Management Services, LLC | 0.20% | Reduce -0.0% | 2,840 | $290K |
| CWC Advisors, LLC. | 0.14% | Add +24.7% | 2,835 | $289K |
| Western Wealth Management, LLC | 0.01% | New | 2,818 | $287K |
| Cornerstone Capital, Inc. | 0.03% | No change | 2,804 | $286K |
| Two Sigma Investments, LP | 0.00% | Reduce -90.8% | 2,800 | $286K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,771 | $283K |
| Millington Financial Advisors, LLC | 0.13% | New | 2,450 | $282K |
| Baldwin Investment Management, LLC | 0.03% | Add +4.8% | 2,750 | $280K |
| Citizens Financial Group Inc. | 0.00% | Add +0.3% | 2,737 | $279K |
| Marino, Stram & Associates LLC | 0.05% | New | 2,733 | $279K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.2% | 2,732 | $279K |
| Verus Wealth Management, LLC | 0.26% | No change | 2,702 | $276K |
| Essex Bank | 0.06% | Add +10.4% | 2,688 | $274K |
| Total Wealth Planning, LLC | 0.58% | Reduce -97.9% | 2,645 | $270K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,642 | $269K |
| Donor Advised Charitable Giving, Inc. | 0.01% | New | 2,614 | $267K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.3% | 2,612 | $266K |
| M&T Bank Corp | 0.00% | Add +0.9% | 2,603 | $265K |
| Signet Financial Management, LLC | 0.03% | No change | 2,510 | $256K |
| SHP Wealth Management | 0.02% | — | 2,508 | $256K |
| Carter Financial Group, INC. | 0.15% | Add +0.4% | 2,495 | $254K |
| Fortress Financial Group, LLC | 0.19% | New | 2,493 | $254K |
| Range Advisory, LLC | 0.07% | — | 2,474 | $252K |
| Osprey Private Wealth LLC | 0.07% | New | 2,472 | $252K |
| Robinswood Financial LLC | 0.08% | No change | 2,461 | $251K |
| Rinkey Investments | 0.06% | New | 2,450 | $250K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 2,446 | $249K |
| Base Wealth Management LLC | 0.13% | Add +1.3% | 2,432 | $248K |
| Cushing Capital Partners, LLC | 0.18% | No change | 2,418 | $247K |
| Oath Planning, LLC | 0.24% | — | 2,413 | $246K |
| Bessemer Group Inc. | 0.00% | No change | 2,411 | $246K |
| ADG Wealth Management Group, LLC | 0.19% | New | 2,410 | $246K |
| Hoxton Planning & Management, LLC | 0.07% | Add +0.9% | 2,392 | $244K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.0% | 2,372 | $242K |
| Aspiriant, LLC | 0.01% | Reduce -15.5% | 2,369 | $242K |
| Midwest Trust Co | 0.00% | Reduce -9.2% | 2,369 | $242K |
| Family Legacy, Inc. | 0.07% | Reduce -0.2% | 2,368 | $241K |
| Sensible Money, LLC | 0.08% | Reduce -1.2% | 2,361 | $241K |
| Strategent Financial, LLC | 0.15% | New | 2,355 | $240K |
| Bank of Marin | 0.17% | No change | 2,344 | $239K |
| Investment Research & Advisory Group, Inc. | 0.08% | Add +0.4% | 2,343 | $239K |
| GWN Securities Inc. | 0.05% | Reduce -7.3% | 2,337 | $238K |
| Mainsail Asset Management, LLC | 0.10% | Reduce -27.6% | 2,319 | $237K |
| First PREMIER Bank | 0.05% | Add +9.2% | 2,305 | $235K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +0.3% | 2,289 | $233K |
| Grant Private Wealth Management Inc | 0.14% | Reduce -20.6% | 2,272 | $232K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 2,263 | $231K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | Add +6.6% | 2,260 | $230K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,250 | $229K |
| IFG Advisory, LLC | 0.01% | Add +1.8% | 2,249 | $229K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,220 | $226K |
| Empire Financial Management Company, LLC | 0.05% | Add +0.9% | 2,160 | $220K |
| Heck Capital Advisors, LLC | 0.02% | No change | 2,127 | $217K |
| John W. Brooker & Co., CPAs | 0.39% | No change | 2,122 | $216K |
| Chapin Davis, Inc. | 0.05% | No change | 2,105 | $215K |
| BLVD Private Wealth, LLC | 0.19% | Add +0.6% | 2,103 | $214K |
| Sankala Group LLC | 0.17% | — | 1,878 | $212K |
| Mainsail Financial Group, LLC | 0.09% | No change | 2,072 | $211K |
| Trust Co. of Vermont | 0.01% | Add +126.6% | 2,051 | $209K |
| Sharper & Granite LLC | 0.07% | New | 2,032 | $207K |
| Kathmere Capital Management, LLC | 0.01% | Add +0.4% | 2,028 | $207K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 1,830 | $207K |
| Fiduciary Trust Co | 0.00% | New | 1,986 | $203K |
| Trek Financial, LLC | 0.01% | New | 1,974 | $201K |
| Smith, Moore & Co. | 0.02% | Reduce -57.3% | 1,971 | $201K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,867 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,873 | $191K |
| RHL Group, LLC | 0.13% | — | 1,624 | $166K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 1,390 | $142K |
| Signature Equity Partners, LLC | 0.07% | — | 1,288 | $131K |
| Russell Investments Group, Ltd. | 0.00% | Add +115.2% | 1,272 | $130K |
| Assetmark, Inc. | 0.00% | Add +25.6% | 1,236 | $126K |
| Signaturefd, LLC | 0.00% | Add +12.5% | 1,160 | $118K |
| Scarborough Advisors, LLC | 0.02% | Add +15.1% | 1,019 | $104K |
| First Command Advisory Services, Inc. | 0.00% | New | 952 | $97K |
| Nemes Rush Group LLC | 0.01% | Reduce -14.6% | 910 | $93K |
| Clark Wealth Partners | 0.06% | No change | 888 | $91K |
| Clayton Financial Group LLC | 0.05% | New | 867 | $88K |
| CENTRAL TRUST Co | 0.00% | No change | 807 | $82K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 667 | $68K |
| West Paces Advisors Inc. | 0.01% | No change | 653 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.9% | 617 | $65K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 640 | $65K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $62K |
| Atwood & Palmer Inc. | 0.00% | Add +0.3% | 604 | $62K |
| Sfam, LLC | 0.06% | — | 599 | $61K |
| Vision Financial Markets LLC | 0.06% | Add +0.3% | 591 | $60K |
| NorthAvenue LLC | 0.05% | — | 590 | $60K |
| Clearstead Trust, LLC | 0.01% | Reduce -83.7% | 579 | $59K |
| Wealth Watch Advisors, INC | 0.02% | Add +132.1% | 564 | $58K |
| Ares Financial Consulting, LLC | 0.05% | — | 563 | $57K |
| Valley National Advisers Inc. | 0.01% | No change | 552 | $56K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 531 | $54K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -18.3% | 528 | $54K |
| Centerpoint Advisors, LLC | 0.02% | No change | 500 | $51K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 436 | $44K |
| Lodestone Wealth Management LLC | 0.02% | New | 418 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -48.0% | 402 | $41K |
| Chapman Financial Group, LLC | 0.03% | Reduce -77.6% | 398 | $41K |
| Dunhill Financial, LLC | 0.01% | New | 393 | $40K |
| Evolution Wealth Management Inc. | 0.03% | Add +408.2% | 371 | $38K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +2.8% | 370 | $38K |
| Investment Counsel Co. of Nevada | 0.08% | New | 357 | $36K |
| Golden State Wealth Management, LLC | 0.00% | No change | 355 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 345 | $35K |
| SJS Investment Consulting Inc. | 0.00% | No change | 334 | $34K |
| Basepoint Wealth LLC | 0.02% | New | 305 | $31K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.7% | 305 | $31K |
| Rogco, LP | 0.01% | New | 305 | $31K |
| CNB Bank | 0.01% | No change | 303 | $31K |
| Simplex Trading, LLC | 0.00% | New | 303 | $31K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 261 | $27K |
| UMB Bank, n.a. | 0.00% | Add +800.0% | 252 | $26K |
| MCF Advisors LLC | 0.00% | New | 250 | $25K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.4% | 246 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +4.8% | 239 | $24K |
| Meramec Financial Planners, LLC | 0.01% | — | 195 | $22K |
| Quattro Advisors LLC | 0.02% | — | 216 | $22K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.5% | 216 | $22K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 211 | $22K |
| Quadrant Capital Group LLC | 0.00% | No change | 210 | $21K |
| Camelot Portfolios, LLC | 0.01% | New | 200 | $20K |
| Bogart Wealth, LLC | 0.00% | New | 200 | $20K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -5.0% | 191 | $20K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 181 | $18K |
| JDM Financial Group LLC | 0.01% | No change | 173 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 164 | $17K |
| Ameriflex Group, Inc. | 0.01% | Add +141.7% | 145 | $15K |
| Abound Wealth Management | 0.00% | No change | 141 | $14K |
| Pioneer Family Office, LLC | 0.01% | — | 135 | $14K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | Add +241.0% | 133 | $14K |
| First Community Trust NA | 0.01% | No change | 131 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $13K |
| Key Financial Inc | 0.00% | New | 119 | $12K |
| Optima Capital LLC | 0.00% | New | 112 | $11K |
| Longview Financial Advisors LLC | 0.01% | No change | 111 | $11K |
| Parvin Asset Management, LLC | 0.01% | New | 110 | $11K |
| New Millennium Group LLC | 0.00% | Reduce -26.7% | 107 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 107 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 105 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $11K |
| Eastern Bank | 0.00% | No change | 105 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 101 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 90 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 90 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 75 | $8K |
| SageView Advisory Group, LLC | 0.00% | New | 73 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 69 | $7K |
| Operose Advisors LLC | 0.00% | No change | 64 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 63 | $6K |
| Thompson Investment Management, Inc. | 0.00% | No change | 63 | $6K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 61 | $6K |
| Spire Wealth Management | 0.00% | Reduce -77.2% | 59 | $6K |
| NFSG Corp | 0.00% | New | 50 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 50 | $5K |
| CX Institutional | 0.00% | New | 50 | $5K |
| IAG Wealth Partners, LLC | 0.00% | New | 43 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 42 | $4K |
| Rossby Financial, LCC | 0.00% | Add +281.8% | 42 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -69.0% | 35 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -98.5% | 33 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 31 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 24 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 22 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 13 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -98.1% | 9 | $918 |
| Addison Advisors LLC | 0.00% | No change | 6 | $652 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 6 | $612 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 1 | $104 |
"% 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.