Avantis US Small Cap ValueAVUVETF
13F holders, Q1 2026 (March 31)1,061holders +76
122new positions
43sold out
5famous investors
$110.47avg. 13F price*
At the end of Q1 2026, 1,061 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 76 from Q4 2025. 122 opened new positions and 43 sold out. The largest holders were Creative Planning ($2.2B), Focus Partners Wealth ($736.7M) and LPL Financial LLC ($721.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q1 2026)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $279.9M |
| Exits | 43 | $80.7M |
All 13F filers, Q4 2025 → Q1 2026: 13,966,715 shares bought and 2,693,524 shares sold, net +11,273,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,061 holders
| Creative Planning | 1.51% | Add +7.2% | 20,195,491 | $2.2B |
| Focus Partners Wealth | 0.82% | Add +1.9% | 6,665,990 | $736.7M |
| LPL Financial LLC | 0.19% | Add +19.2% | 6,527,850 | $721.1M |
| Morgan Stanley | 0.02% | Add +10.6% | 3,300,915 | $364.7M |
| Truepoint, Inc. | 7.07% | Add +0.9% | 2,871,933 | $317.3M |
| Mason Investment Advisory Services, Inc. | 14.45% | Reduce -0.4% | 2,833,098 | $313.0M |
| Bank of America Corp. | 0.02% | Add +13.3% | 2,823,632 | $311.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +6.7% | 2,494,305 | $275.5M |
| Focus Partners Advisor Solutions, LLC | 2.76% | Add +23.6% | 2,484,516 | $274.3M |
| Ameriprise Financial Inc. | 0.06% | Add +19.4% | 2,480,157 | $274.0M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +3.5% | 2,392,956 | $264.3M |
| Wells Fargo & Company | 0.04% | Add +25.9% | 1,742,086 | $192.4M |
| Plancorp, LLC | 4.79% | Add +8.0% | 1,469,326 | $168.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.0% | 1,486,333 | $164.2M |
| UBS Group AG | 0.03% | Add +13.5% | 1,449,790 | $160.2M |
| HighTower Advisors, LLC | 0.17% | Add +7.2% | 1,412,354 | $156.0M |
| Waverly Advisors, LLC | 1.17% | Add +7.5% | 1,410,331 | $155.8M |
| Osaic Holdings, Inc. | 0.22% | Add +2.1% | 1,366,089 | $150.6M |
| Unison Advisors LLC | 11.13% | Add +1.1% | 1,328,533 | $146.8M |
| TCI Wealth Advisors, Inc. | 7.11% | Add +5.9% | 1,212,762 | $134.0M |
| Evensky & Katz LLC | 7.55% | Reduce -2.0% | 1,200,901 | $132.7M |
| Sequoia Financial Advisors, LLC | 0.67% | Add +7.2% | 1,087,142 | $120.1M |
| Alesco Advisors, LLC, An ESL Co | 2.96% | Reduce -2.0% | 1,051,667 | $116.2M |
| Savant Capital, LLC | 0.51% | Add +25.3% | 960,379 | $106.1M |
| Commonwealth Equity Services, LLC | 0.15% | Add +5.7% | 952,248 | $105.2M |
| RW Investment Management LLC | 9.78% | — | 914,627 | $101.0M |
| Royal Bank of Canada | 0.02% | Add +10.9% | 885,613 | $97.8M |
| American Century Companies Inc. | 0.05% | Add +10.1% | 875,683 | $96.7M |
| Avantax Planning Partners, Inc. | 2.62% | Add +0.4% | 862,566 | $95.3M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 867,864 | $94.0M |
| Cetera Investment Advisers | 0.09% | Add +14.7% | 755,647 | $83.5M |
| Beaird Harris Wealth Management, LLC | 5.62% | Add +1.4% | 748,037 | $82.6M |
| Foster Group, Inc. | 2.31% | Reduce -3.4% | 702,392 | $77.6M |
| Symmetry Partners, LLC | 4.28% | Add +2.2% | 677,534 | $74.8M |
| Moisand Fitzgerald Tamayo, LLC | 7.51% | Reduce -2.0% | 632,849 | $69.9M |
| Cresset Asset Management, LLC | 0.30% | Reduce -2.5% | 623,763 | $68.9M |
| Satovsky Asset Management LLC | 12.09% | Add +0.0% | 619,938 | $68.5M |
| Petersen Hastings Wealth Advisors Inc. | 6.18% | Add +2.4% | 610,884 | $67.5M |
| PDS Planning, Inc | 4.40% | Add +0.2% | 603,359 | $66.7M |
| Meredith Wealth Planning | 17.72% | Add +1.4% | 591,966 | $65.4M |
| Krilogy Financial LLC | 2.10% | Reduce -1.7% | 562,877 | $65.1M |
| Oxford Financial Group, LTD. LLC | 3.35% | Reduce -15.8% | 563,090 | $62.2M |
| Farther Finance Advisors, LLC | 0.58% | Add +25.5% | 558,513 | $61.8M |
| Zions Bancorporation, National Association | 3.87% | Reduce -0.5% | 543,168 | $60.0M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Reduce -7.6% | 540,480 | $59.7M |
| Corient Private Wealth LP | 0.08% | Add +0.5% | 532,605 | $56.1M |
| Mariner, LLC | 0.06% | Add +27.9% | 499,530 | $55.2M |
| Burton Enright Welch | 7.32% | Add +3.1% | 487,601 | $53.9M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.5% | 470,834 | $52.0M |
| Cornerstone Wealth Partners, LLC | 29.32% | Add +15.2% | 467,881 | $51.7M |
| Parcion Private Wealth LLC | 3.15% | Add +15.1% | 460,638 | $50.9M |
| Marquette Asset Management, LLC | 7.53% | Reduce -0.3% | 454,662 | $50.2M |
| Quarry Hill Advisors, LLC | 20.07% | Add +2.0% | 415,067 | $48.8M |
| Prime Capital Investment Advisors, LLC | 0.56% | Reduce -39.6% | 439,214 | $48.5M |
| Werba Rubin Papier Wealth Management | 6.66% | New | 432,808 | $47.8M |
| Keb Asset Management, LLC | 9.06% | Add +15.1% | 428,174 | $47.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.80% | Add +5.0% | 414,659 | $45.8M |
| Team Hewins, LLC | 13.58% | Add +6.1% | 413,588 | $45.7M |
| First Citizens Bank & Trust Co. | 0.96% | Reduce -9.4% | 410,476 | $45.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.1% | 406,905 | $45.3M |
| Jones Financial Companies LLLP | 0.02% | Add +40.8% | 411,029 | $44.9M |
| AlphaCore Capital LLC | 1.06% | Reduce -1.6% | 404,540 | $44.7M |
| Fifth Third Bancorp | 0.08% | Add +1.7% | 396,193 | $43.8M |
| Independent Advisor Alliance | 0.47% | Add +765.1% | 395,340 | $43.7M |
| Means Investment Co., Inc. | 3.80% | Reduce -0.7% | 394,029 | $43.5M |
| Financial Partners Group, Inc | 5.18% | Add +0.3% | 391,650 | $43.3M |
| HB Wealth Management, LLC | 0.26% | Reduce -1.1% | 361,409 | $39.9M |
| BWM Planning, LLC | 10.21% | Add +2.4% | 350,329 | $38.7M |
| Three Arch Wealth Management LLC | 6.82% | Add +2.9% | 343,505 | $37.9M |
| TruWealth Advisors, LLC | 1.81% | Add +2.1% | 341,689 | $37.7M |
| Cwm, LLC | 0.10% | Add +0.7% | 340,064 | $37.6M |
| Summit Portfolio Management, LTD. | 23.73% | — | 333,964 | $36.9M |
| Glenview Trust Co | 0.58% | Add +2.8% | 332,823 | $36.8M |
| Savvy Advisors, Inc. | 0.98% | Add +1720.2% | 330,824 | $36.5M |
| Red Lighthouse Investment Management, LLC | 12.30% | Add +0.8% | 329,700 | $36.4M |
| MAI Capital Management | 0.21% | Add +1.8% | 329,451 | $36.4M |
| Orrstown Financial Services Inc. | 6.06% | Reduce -3.9% | 327,517 | $36.2M |
| Greenline Partners, LLC | 3.88% | Add +2.6% | 326,413 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +19.3% | 320,240 | $35.4M |
| Wealthcare Advisory Partners LLC | 0.68% | Reduce -5.5% | 315,036 | $34.8M |
| 3EDGE Asset Management, LP | 1.67% | New | 314,694 | $34.6M |
| Bare Financial Services, Inc | 9.10% | Add +2.6% | 311,497 | $34.4M |
| Enzi Wealth | 11.93% | Add +7.0% | 311,148 | $34.4M |
| Venturi Wealth Management, LLC | 1.53% | Add +11.9% | 307,061 | $33.9M |
| Kondo Wealth Advisors, Inc. | 12.73% | Add +0.5% | 306,161 | $33.8M |
| Sherrill & Hutchins Financial Advisory, Inc | 19.97% | Reduce -2.0% | 306,117 | $33.8M |
| Creative Capital Management Investments LLC | 9.51% | Reduce -0.3% | 299,879 | $33.1M |
| Financial Management Network Inc. | 5.06% | Add +2.9% | 286,201 | $33.0M |
| WMG Financial Advisors, LLC | 13.32% | Reduce -3.4% | 289,163 | $31.9M |
| Valued Wealth Advisors LLC | 12.94% | Add +3.2% | 288,962 | $31.9M |
| N.E.W. Advisory Services LLC | 2.36% | Reduce -6.9% | 285,372 | $31.5M |
| High Probability Advisors, LLC | 3.96% | Reduce -9.8% | 280,293 | $31.0M |
| Avior Wealth Management, LLC | 0.88% | Reduce -4.5% | 279,586 | $30.9M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +0.1% | 274,923 | $30.4M |
| Apollon Wealth Management, LLC | 0.49% | Add +0.5% | 274,846 | $30.4M |
| Acorn Financial Advisory Services Inc. | 4.16% | Add +4.5% | 274,735 | $30.3M |
| Hill Investment Group Partners, LLC | 3.31% | Add +7.0% | 271,433 | $30.0M |
| Quent Capital, LLC | 2.10% | Add +6.4% | 267,405 | $29.5M |
| Bluespring Wealth Management, LLC | 2.54% | Reduce -0.4% | 267,027 | $29.5M |
| Eagle Wealth Strategies LLC | 12.93% | Reduce -1.5% | 266,876 | $29.5M |
| Fonville Wealth Management LLC | 5.47% | Add +7.0% | 260,300 | $28.8M |
| Falcon Wealth Planning | 1.96% | Add +3.2% | 260,049 | $28.7M |
| Oakwell Private Wealth Management, LLC | 5.07% | Add +7.7% | 256,892 | $28.4M |
| Define Financial, LLC | 14.92% | Add +0.5% | 248,904 | $27.5M |
| Allegiance Financial Group Advisory Services LLC | 5.42% | Add +5.4% | 246,596 | $27.2M |
| Pathstone Holdings, LLC | 0.11% | Reduce -1.8% | 241,735 | $26.7M |
| Regatta Capital Group, LLC | 3.98% | Add +4.0% | 237,835 | $26.3M |
| L2 Asset Management, LLC | 2.49% | Add +123.6% | 236,520 | $26.1M |
| Chicago Partners Investment Group LLC | 0.58% | Reduce -0.8% | 217,672 | $25.7M |
| Morton Brown Family Wealth, LLC | 6.79% | Add +3.1% | 232,530 | $25.7M |
| Meritas Wealth Management, LLC | 11.35% | Add +10.9% | 227,231 | $25.1M |
| Cowa, LLC | 7.28% | Reduce -1.0% | 226,570 | $25.0M |
| Lifelong Wealth Advisors, Inc. | 6.62% | Reduce -0.8% | 224,536 | $24.8M |
| Harbor Group, Inc. | 3.58% | Reduce -1.9% | 223,950 | $24.7M |
| Wealth Architects, LLC | 2.20% | Add +0.2% | 223,607 | $24.7M |
| Tarbox Family Office, Inc. | 3.98% | Add +1.3% | 221,869 | $24.5M |
| New England Capital Financial Advisors LLC | 6.60% | Reduce -0.1% | 218,324 | $24.1M |
| Baird Financial Group, Inc. | 0.04% | Add +34.8% | 217,361 | $24.0M |
| Correct Capital Wealth Management | 4.48% | Reduce -1.8% | 217,059 | $24.0M |
| HMV Wealth Advisors, LLC | 11.20% | Add +6.7% | 215,726 | $23.8M |
| Gateway Wealth Partners, LLC | 0.93% | Add +135.5% | 215,708 | $23.8M |
| Great Point Wealth Advisors, LLC | 4.38% | Add +5.8% | 215,011 | $23.8M |
| Retirement Financial Solutions, LLC | 6.78% | Add +0.7% | 214,582 | $23.7M |
| WJ Interests, LLC | 8.94% | Add +5.4% | 210,747 | $23.3M |
| Park Avenue Securities LLC | 0.18% | Add +7.9% | 209,792 | $23.2M |
| JRM Investment Counsel, LLC | 6.12% | Add +18.0% | 206,412 | $22.8M |
| Flaharty Asset Management, LLC | 2.83% | Reduce -1.6% | 206,389 | $22.8M |
| Highland Financial Advisors, LLC | 5.97% | Add +5.5% | 204,647 | $22.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +18.6% | 203,586 | $22.5M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +59.8% | 203,435 | $22.5M |
| Atria Investments, Inc | 0.25% | Reduce -10.8% | 202,759 | $22.4M |
| Drake & Associates, LLC | 4.26% | Add +12.6% | 202,475 | $22.4M |
| MML Investors Services, LLC | 0.06% | Reduce -7.2% | 200,263 | $22.1M |
| Stephens Inc. | 0.27% | Add +40.0% | 198,445 | $21.9M |
| NewEdge Advisors, LLC | 0.08% | Add +18.2% | 197,714 | $21.8M |
| Northwest Wealth Management, LLC | 3.27% | Add +9.4% | 196,951 | $21.8M |
| Flagstone Financial Management | 5.31% | Add +1.1% | 193,507 | $21.4M |
| Parkshore Wealth Management, Inc. | 7.13% | Add +5.7% | 193,102 | $21.3M |
| Fort Vancouver Investment Management, LLC | 10.79% | Add +2.6% | 192,383 | $21.3M |
| Rothschild Investment LLC | 1.11% | Add +2.5% | 191,935 | $21.2M |
| First Merchants Corp. | 0.79% | Add +7.6% | 188,387 | $20.8M |
| WCG Wealth Advisors LLC | 0.58% | Reduce -2.4% | 188,356 | $20.8M |
| Financial Synergies Wealth Advisors, Inc. | 1.95% | Add +0.6% | 185,094 | $20.4M |
| Bfsg, LLC | 1.92% | Add +2.1% | 183,392 | $20.3M |
| Stock Yards Bank & Trust Co. | 0.63% | Add +3.9% | 182,196 | $20.1M |
| Certified Advisory Corp | 1.79% | Add +32.8% | 181,025 | $20.0M |
| &partners | 0.10% | Add +26.3% | 180,200 | $20.0M |
| Betterment LLC | 0.04% | Add +2.1% | 179,055 | $19.8M |
| Zhang Financial LLC | 0.68% | Add +8.5% | 178,134 | $19.7M |
| MB Generational Wealth, LLC | 10.82% | Add +0.2% | 177,158 | $19.6M |
| Private Advisor Group, LLC | 0.09% | Add +11.6% | 175,311 | $19.4M |
| Libra Wealth LLC | 5.42% | Add +8.3% | 174,008 | $19.2M |
| Gallagher Fiduciary Advisors, LLC | 0.74% | Reduce -10.7% | 172,205 | $19.0M |
| AQR Capital Management | 0.01% | Add +33.5% | 171,850 | $19.0M |
| Modern Wealth Management, LLC | 0.32% | Reduce -13.4% | 168,454 | $18.6M |
| REAP Financial Group, LLC | 3.68% | Add +10.2% | 168,652 | $18.6M |
| Stolz & Associates, PS | 12.89% | Reduce -0.9% | 159,658 | $18.5M |
| Mraz, Amerine & Associates, Inc. | 2.72% | Reduce -0.9% | 166,886 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -12.2% | 166,182 | $18.4M |
| PW Advisors, LLC \ FL | 13.73% | Add +17.0% | 165,955 | $18.3M |
| Invariant Investment Management | 11.19% | Add +4.6% | 157,464 | $18.2M |
| Wheelhouse Advisory Group LLC | 6.00% | New | 163,828 | $18.1M |
| BetterWealth, LLC | 3.55% | Add +2.2% | 163,756 | $18.1M |
| Peak Asset Management, LLC | 3.18% | Add +5.2% | 163,285 | $18.0M |
| OneDigital Investment Advisors LLC | 0.18% | Add +57.4% | 162,931 | $18.0M |
| Quantum Financial Advisors, LLC | 1.97% | Add +1.2% | 158,751 | $17.5M |
| Sage Rhino Capital LLC | 3.27% | Reduce -0.2% | 158,364 | $17.5M |
| Apella Capital, LLC | 0.26% | Reduce -4.9% | 148,555 | $17.5M |
| Avondale Wealth Management | 8.54% | Add +1.3% | 157,244 | $17.4M |
| Opus Capital Group, LLC | 1.86% | Add +0.5% | 156,831 | $17.3M |
| HighPoint Advisor Group LLC | 0.72% | Add +26.9% | 154,876 | $17.1M |
| Aire Advisors, LLC | 3.13% | Add +0.5% | 154,794 | $17.1M |
| Wallington Asset Management, LLC | 2.27% | Reduce -1.8% | 154,271 | $17.0M |
| Arlington Financial Advisors, LLC | 2.43% | Reduce -1.8% | 154,197 | $17.0M |
| Diversify Wealth Management, LLC | 0.30% | Add +35.3% | 142,821 | $16.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.0% | 153,312 | $16.9M |
| ABLE Financial Group, LLC | 3.30% | Reduce -6.9% | 152,825 | $16.9M |
| Foundations Investment Advisors, LLC | 0.21% | Add +662.7% | 152,217 | $16.8M |
| Bank of Montreal | 0.01% | Add +19.0% | 151,300 | $16.7M |
| HHM Wealth Advisors, LLC | 1.92% | New | 150,429 | $16.6M |
| Claris Advisors, LLC / Mo / | 4.93% | Reduce -3.0% | 149,187 | $16.5M |
| SFG Wealth Management, LLC. | 6.77% | Add +0.0% | 148,814 | $16.4M |
| Smartleaf Asset Management LLC | 0.59% | Reduce -8.4% | 150,051 | $16.2M |
| Compass Ion Advisors, LLC | 1.52% | Add +2.6% | 144,217 | $15.9M |
| Neuberger Berman Group LLC | 0.01% | Add +20.0% | 143,534 | $15.9M |
| Poinciana Advisors Group, LLC | 12.45% | Add +0.8% | 142,800 | $15.8M |
| Integrated Wealth Concepts LLC | 0.12% | Add +59.4% | 140,605 | $15.5M |
| Hamilton Point Investment Advisors, LLC | 2.38% | Add +1.2% | 140,111 | $15.5M |
| Mfa Wealth Advisors, LLC | 3.01% | Add +1.6% | 138,630 | $15.3M |
| Apeiron RIA LLC | 3.51% | Reduce -3.3% | 137,232 | $15.2M |
| Merit Financial Group, LLC | 0.11% | Add +29.0% | 135,733 | $15.0M |
| Nottingham Advisors, Inc. | 1.93% | Add +7.0% | 135,627 | $15.0M |
| Kestra Investment Management, LLC | 0.26% | Add +100.9% | 135,582 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +19.4% | 135,110 | $14.9M |
| Nwam LLC | 0.85% | Add +17.9% | 133,933 | $14.8M |
| Symphony Financial, Ltd. Co. | 1.93% | Add +1.4% | 132,821 | $14.6M |
| Simplicity Wealth,LLC | 0.83% | Reduce -1.0% | 131,829 | $14.6M |
| Family Investment Center, Inc. | 2.79% | Reduce -23.5% | 131,416 | $14.5M |
| Pine Harbor Wealth Management, LLC | 4.30% | Reduce -2.1% | 129,999 | $14.4M |
| McIlrath & Eck, LLC | 1.08% | Add +1.3% | 129,770 | $14.3M |
| B&D White Capital Company, LLC | 1.77% | Add +119.2% | 129,604 | $14.3M |
| FAS Wealth Partners, Inc. | 0.88% | Add +5.0% | 128,382 | $14.2M |
| O'Connor Financial Group LLC | 5.80% | Reduce -0.9% | 128,346 | $14.2M |
| Greenup Street Wealth Management LLC | 1.99% | Add +37.4% | 127,716 | $14.1M |
| Capital Advisors Wealth Management, LLC | 1.89% | New | 127,306 | $14.1M |
| Collective Family Office LLC | 3.15% | Add +2.6% | 126,746 | $14.0M |
| Bucket List Wealth Management, LLC | 8.40% | Add +4.3% | 126,269 | $13.9M |
| Revolve Wealth Partners, LLC | 1.81% | Reduce -6.4% | 125,794 | $13.9M |
| Kavar Capital Partners Group, LLC | 1.73% | Reduce -0.5% | 125,351 | $13.8M |
| Allworth Financial LP | 0.06% | Reduce -1.1% | 125,292 | $13.8M |
| Insight Wealth Strategies, LLC | 1.53% | Reduce -0.3% | 124,387 | $13.7M |
| Three Cord True Wealth Management, LLC | 7.45% | Add +5.9% | 121,338 | $13.4M |
| Greater Midwest Financial Group, LLC | 7.19% | Add +92.8% | 121,087 | $13.4M |
| Private Wealth Management Group, LLC | 3.51% | Add +5.3% | 120,917 | $13.4M |
| Compound Planning, Inc. | 0.41% | Add +30.6% | 120,349 | $13.3M |
| Trilogy Capital Inc. | 0.59% | Add +1.1% | 120,146 | $13.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +10.7% | 120,141 | $13.3M |
| Objectivity Squared, LLC | 8.36% | Reduce -4.7% | 119,980 | $13.3M |
| Silver Oak Securities, Incorporated | 0.96% | Reduce -1.6% | 118,598 | $13.1M |
| Earned Wealth Advisors, LLC | 0.88% | Add +3.5% | 118,518 | $13.1M |
| Lutz Financial Services LLC | 0.88% | Add +3.4% | 118,445 | $13.1M |
| Mgo One Seven LLC | 0.26% | Add +3.3% | 118,200 | $13.1M |
| Argent Advisors, Inc. | 3.55% | New | 117,662 | $13.0M |
| Midwest Financial Group LLC | 5.54% | Add +4.2% | 117,507 | $13.0M |
| Financial Futures Ltd Liability Co. | 5.68% | Add +4.1% | 117,045 | $12.9M |
| Caliber Wealth Management, LLC / KS | 1.41% | Add +4.0% | 117,036 | $12.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +4.8% | 116,807 | $12.9M |
| Capital Analysts, LLC | 0.34% | Add +13.2% | 116,396 | $12.9M |
| WESPAC Advisors SoCal, LLC | 2.71% | Reduce -2.3% | 115,562 | $12.8M |
| Advisor OS, LLC | 0.92% | Add +51.4% | 115,325 | $12.7M |
| Proathlete Wealth Management LLC | 3.51% | Add +2.5% | 113,960 | $12.7M |
| MJP Associates Inc. | 1.53% | Add +49.9% | 114,173 | $12.6M |
| Porter White Investment Advisors, Inc. | 5.02% | Add +0.8% | 113,506 | $12.5M |
| Cauble & Harre Wealth Management, Inc. | 9.98% | Reduce -11.9% | 105,873 | $12.5M |
| Brookstone Capital Management | 0.14% | Add +3652.4% | 112,047 | $12.4M |
| Arq Wealth Advisors, LLC | 2.22% | Add +0.4% | 111,567 | $12.3M |
| Voisard Asset Management Group, Inc. | 2.62% | Add +1.6% | 111,242 | $12.3M |
| Ullmann Wealth Partners Group, LLC | 1.26% | Add +12.0% | 110,081 | $12.2M |
| Ancora Advisors LLC | 0.26% | Reduce -0.6% | 108,968 | $12.0M |
| Regimen Wealth, LLC | 3.49% | Reduce -3.7% | 108,147 | $11.9M |
| Burk Holdings LLC | 5.10% | Add +3.8% | 107,731 | $11.9M |
| Dakota Wealth Management | 0.26% | Reduce -11.3% | 106,601 | $11.8M |
| Shotwell Rutter Baer Inc | 6.90% | Add +1.5% | 106,319 | $11.7M |
| Alliance Wealth Advisors, LLC | 5.54% | Reduce -0.3% | 106,175 | $11.7M |
| Greenwich Wealth Management LLC | 0.48% | Add +9.5% | 105,409 | $11.6M |
| Waterfront Wealth Inc. | 2.14% | Add +10.2% | 105,409 | $11.6M |
| Vestmark Advisory Solutions, Inc. | 0.13% | New | 105,358 | $11.6M |
| Venture Visionary Partners LLC | 0.39% | Add +4.9% | 105,320 | $11.6M |
| Legacy Edge Advisors, LLC | 1.22% | Add +2577.7% | 104,994 | $11.6M |
| WealthCollab, LLC | 4.74% | Add +4.7% | 104,118 | $11.5M |
| Bragg Financial Advisors, Inc | 0.36% | Add +34.4% | 103,923 | $11.5M |
| Family Wealth Partners, LLC | 3.90% | Add +14.6% | 103,514 | $11.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.20% | Reduce -50.4% | 103,367 | $11.4M |
| Advisory Services Network, LLC | 0.15% | Reduce -13.4% | 103,268 | $11.4M |
| Elevation Point Wealth Partners, LLC | 0.27% | New | 102,401 | $11.3M |
| Journey Strategic Wealth LLC | 0.28% | Reduce -0.7% | 102,128 | $11.3M |
| Intelligence Driven Advisers, LLC | 1.95% | Reduce -25.1% | 101,434 | $11.2M |
| Centaurus Financial, Inc. | 0.53% | Add +2.3% | 100,022 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +36.5% | 99,175 | $11.0M |
| USAdvisors Wealth Management, LLC | 3.61% | Add +1.8% | 100,409 | $10.9M |
| Nvest Wealth Strategies, Inc. | 7.64% | Reduce -3.1% | 98,263 | $10.9M |
| Collaborative Wealth Managment Inc. | 4.98% | Add +5.5% | 97,800 | $10.8M |
| Capital Planning Advisors, LLC | 1.56% | Add +9.7% | 97,387 | $10.8M |
| Stokes Family Office, LLC | 1.10% | Reduce -8.5% | 96,802 | $10.7M |
| SPWM Advisors LLC | 9.26% | Add +29.4% | 90,197 | $10.7M |
| Beta Wealth Group, Inc. | 4.40% | Reduce -2.3% | 96,364 | $10.6M |
| Austin Asset Management Co Inc | 1.79% | Reduce -0.9% | 96,183 | $10.6M |
| Commerce Bank | 0.05% | Add +2419.6% | 96,124 | $10.6M |
| True Wealth Design, LLC | 2.94% | Add +5.8% | 96,036 | $10.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.20% | Add +2.9% | 96,017 | $10.6M |
| Towneley Capital Management, Inc / DE | 2.20% | Add +0.4% | 95,190 | $10.5M |
| Cerro Pacific Wealth Advisors LLC | 2.75% | Add +2.5% | 94,997 | $10.5M |
| Foster & Motley Inc. | 0.53% | Add +4.8% | 93,422 | $10.3M |
| Physician Wealth Solutions Inc. | 4.27% | Add +24.4% | 93,276 | $10.3M |
| Pacific Life Fund Advisors LLC | 1.17% | Add +22.7% | 92,239 | $10.2M |
| BSW Wealth Partners | 1.24% | Add +0.1% | 91,857 | $10.1M |
| Atlanta Consulting Group Advisors, LLC | 2.16% | Add +1.2% | 90,911 | $10.0M |
| Concord Wealth Partners | 1.28% | Add +1.8% | 88,966 | $9.8M |
| Ferguson Johnson Wealth Management Inc | 7.90% | Reduce -2.3% | 88,141 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -49.3% | 87,970 | $9.7M |
| Cahill Financial Advisors Inc. | 1.05% | Add +3.1% | 87,865 | $9.7M |
| Concord Asset Management, LLC | 1.64% | Add +1.9% | 87,778 | $9.7M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 87,664 | $9.7M |
| Dogwood Wealth Management LLC | 4.20% | Add +3.8% | 87,547 | $9.7M |
| Bayshore Asset Management, LLC | 3.85% | Add +15.1% | 87,438 | $9.7M |
| Daymark Wealth Partners, LLC | 0.30% | Add +6.2% | 86,688 | $9.6M |
| Visionary Horizons, LLC | 4.69% | Add +9.0% | 86,229 | $9.5M |
| Strategic Blueprint, LLC | 0.55% | Add +0.9% | 85,299 | $9.4M |
| Moneco Advisors, LLC | 0.73% | Reduce -6.0% | 85,114 | $9.4M |
| Mutual Advisors, LLC | 0.20% | Add +7.0% | 84,382 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.57% | New | 84,253 | $9.3M |
| Integrity Wealth Solutions LLC | 3.65% | Reduce -1.2% | 84,041 | $9.3M |
| Arcadia Wealth Management, Inc. | 4.94% | Add +1.8% | 82,628 | $9.1M |
| Bridgewealth Advisory Group, LLC | 1.89% | Add +8.8% | 82,587 | $9.1M |
| Cerity Partners LLC | 0.01% | Add +932.7% | 82,348 | $9.1M |
| Greenspring Advisors, LLC | 0.55% | Add +5.3% | 81,651 | $9.0M |
| Trace Wealth Advisors, LLC | 6.73% | Reduce -2.2% | 81,304 | $9.0M |
| Wedmont Private Capital | 0.29% | Add +0.0% | 78,144 | $9.0M |
| JP Wealth Management, Inc. | 6.08% | New | 81,118 | $9.0M |
| Wealthfront Advisers LLC | 0.02% | Add +12.4% | 80,998 | $8.9M |
| First National Bank Sioux Falls | 2.44% | Add +4.5% | 76,999 | $8.9M |
| Cooper Financial Group | 0.89% | Reduce -0.4% | 79,738 | $8.8M |
| Navalign, LLC | 2.22% | Reduce -1.1% | 79,709 | $8.8M |
| Prosperity Planning, Inc. | 3.17% | Add +6.6% | 79,650 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.3% | 78,937 | $8.7M |
| Wilkerson Advisory Group LLC | 2.97% | Add +1.9% | 78,307 | $8.7M |
| Planned Solutions, Inc. | 2.84% | Add +1.5% | 77,776 | $8.6M |
| Oak Wealth Advisors LLC | 4.72% | Reduce -0.3% | 77,733 | $8.6M |
| Widmann Financial Services, Inc. | 5.11% | Reduce -1.8% | 77,711 | $8.6M |
| Higgins & Schmidt Wealth Strategies LLC | 3.91% | Add +3.8% | 77,420 | $8.6M |
| KPP Advisory Services LLC | 1.23% | Reduce -3.9% | 76,462 | $8.4M |
| IAM Advisory, LLC | 1.88% | Reduce -1.3% | 75,848 | $8.4M |
| Islay Capital Management, LLC | 4.26% | Add +11.0% | 75,622 | $8.4M |
| Global Strategic Investment Solutions, LLC | 0.82% | Reduce -2.6% | 75,244 | $8.3M |
| Intergy Private Wealth, LLC | 2.43% | Add +4.5% | 75,047 | $8.3M |
| NCM Capital Management, LLC | 2.94% | Reduce -0.3% | 74,312 | $8.2M |
| Creative Financial Designs Inc. | 0.50% | Add +6.3% | 74,016 | $8.2M |
| Perigon Wealth Management, LLC | 0.15% | Add +16.3% | 73,917 | $8.2M |
| Yardley Wealth Management LLC | 4.14% | Add +1.0% | 73,221 | $8.1M |
| Tortoise Investment Management, LLC | 0.67% | Add +3.1% | 72,935 | $8.1M |
| Torren Management, LLC | 3.96% | Add +0.1% | 71,942 | $7.9M |
| Diversified Portfolios, Inc. | 0.65% | Add +7.1% | 71,484 | $7.9M |
| Sanchez Levi Garrett | 4.95% | — | 71,447 | $7.9M |
| HUB Investment Partners, LLC | 0.19% | Add +209.9% | 71,147 | $7.9M |
| Midwest Heritage Bank, FSB | 2.48% | Add +4.8% | 70,100 | $7.7M |
| Clark Capital Management Group, Inc. | 0.05% | Add +1.0% | 69,956 | $7.7M |
| Rainey & Randall Wealth Advisors Inc. | 1.25% | Add +2.4% | 69,757 | $7.7M |
| Cloud Capital Management, LLC | 3.34% | Add +49.1% | 69,287 | $7.7M |
| Elevate Wealth Advisory, Inc. | 4.83% | Add +15.1% | 69,230 | $7.6M |
| Golden Bell Financial Planning LLC | 6.08% | Add +2.8% | 69,057 | $7.6M |
| Del-Sette Capital Management, LLC | 4.52% | Reduce -5.8% | 68,447 | $7.6M |
| Echo Wealth Management, LLC | 4.34% | Reduce -19.2% | 68,206 | $7.5M |
| Provident Wealth Management, LLC | 2.27% | Reduce -1.0% | 67,787 | $7.5M |
| Rialto Wealth Management, LLC | 1.68% | Add +31.0% | 67,614 | $7.5M |
| SkyOak Wealth, LLC | 1.36% | Add +11.0% | 67,124 | $7.4M |
| Tiaa Trust, National Association | 0.45% | Reduce -41.0% | 66,653 | $7.4M |
| Quantinno Capital Management LP | 0.01% | Add +0.3% | 66,028 | $7.3M |
| WorthPointe, LLC | 1.98% | Add +8.8% | 65,769 | $7.3M |
| BlueStem Wealth Partners, LLC | 0.80% | Add +27.3% | 65,349 | $7.2M |
| Pearl Planning LLC | 3.86% | Add +2.4% | 65,339 | $7.2M |
| White Pine Investment CO | 1.67% | Add +2.3% | 65,171 | $7.2M |
| ProVise Management Group, LLC | 0.51% | Add +1.9% | 64,714 | $7.1M |
| Plum Street Advisors, LLC | 2.44% | Add +5.7% | 63,809 | $7.0M |
| Freestate Advisors LLC | 5.57% | Reduce -0.6% | 63,018 | $7.0M |
| Tillman Hartley LLC | 1.75% | Add +20.5% | 62,922 | $7.0M |
| Visionary Wealth Advisors | 0.31% | Add +12.7% | 62,803 | $6.9M |
| Rubicon Advisors, GP | 6.18% | Add +11.5% | 62,566 | $6.9M |
| Sterneck Capital Management, LLC | 3.10% | Add +2.9% | 62,403 | $6.9M |
| Trailhead Planners LLC | 6.55% | Add +0.2% | 61,746 | $6.8M |
| Fidelity D & D Bancorp Inc. | 2.73% | Add +15.1% | 61,746 | $6.8M |
| ERn Financial, LLC | 1.28% | Reduce -2.0% | 61,603 | $6.8M |
| Benningfield Financial Advisors, LLC | 5.37% | Add +7.6% | 61,593 | $6.8M |
| Cascade Financial Partners, LLC | 0.70% | Add +16.6% | 61,549 | $6.8M |
| Vawter Financial, Ltd. | 2.81% | Add +11.9% | 60,453 | $6.7M |
| Relyea Zuckerberg Hanson LLC | 0.66% | Reduce -0.3% | 59,425 | $6.6M |
| Jackson Thornton Wealth Management, LLC | 0.59% | Add +0.0% | 57,134 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 59,215 | $6.5M |
| Ocean Park Asset Management, LLC | 0.38% | Add +142.3% | 59,164 | $6.5M |
| Quadcap Wealth Management, LLC | 0.74% | Add +7.5% | 59,049 | $6.5M |
| Wright Wealth LLC | 4.35% | Add +3.1% | 58,870 | $6.5M |
| Platt Wealth Management LLC | 6.34% | Reduce -1.4% | 58,868 | $6.5M |
| PCG Wealth Advisors, LLC | 1.64% | Reduce -1.3% | 58,820 | $6.5M |
| Renaissance Technologies | 0.01% | Add +73.5% | 58,800 | $6.5M |
| Navigoe, LLC | 3.83% | Add +4.5% | 58,700 | $6.5M |
| Exchange Traded Concepts, LLC | 0.05% | Add +23.9% | 58,600 | $6.5M |
| Nicolet Bankshares Inc. | 0.24% | New | 57,862 | $6.4M |
| Ameritas Advisory Services, LLC | 0.25% | Add +0.6% | 57,861 | $6.4M |
| Sensenig Capital Advisors, Inc | 6.53% | Reduce -3.3% | 57,671 | $6.4M |
| DeLarme Wealth Management, Inc. | 4.10% | Reduce -7.7% | 57,608 | $6.4M |
| Capstone Wealth Management, LLC | 4.42% | No change | 57,398 | $6.3M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -3.4% | 57,378 | $6.3M |
| Community Bank, N.A. | 0.75% | Add +0.2% | 57,219 | $6.3M |
| ATLas Financial Planning LLC | 5.62% | Add +16.1% | 56,773 | $6.3M |
| Team Financial Group, LLC | 2.84% | Reduce -1.1% | 56,722 | $6.3M |
| Westside Investment Management, Inc. | 0.95% | Add +9.1% | 56,161 | $6.2M |
| Southern Capital Services Inc. | 3.99% | New | 56,153 | $6.2M |
| Accredited Investor Services, LLC | 3.98% | Add +3.6% | 56,127 | $6.2M |
| AllGen Financial Advisors, Inc. | 1.47% | New | 56,015 | $6.2M |
| Northland Capital Management LLC | 3.36% | Add +6.2% | 55,577 | $6.1M |
| EnRich Financial Partners LLC | 1.62% | Add +16.7% | 55,462 | $6.1M |
| Castle Wealth Management LLC | 1.97% | Add +2.2% | 54,884 | $6.1M |
| CoreFirst Bank & Trust | 3.17% | Reduce -2.5% | 54,112 | $6.0M |
| CVA Family Office, LLC | 0.63% | Reduce -0.7% | 53,871 | $6.0M |
| Oppenheimer & Co. Inc. | 0.07% | New | 52,389 | $5.8M |
| Maridea Wealth Management LLC | 0.84% | Add +20.0% | 52,233 | $5.8M |
| Carr Financial Group Corp | 1.51% | Reduce -20.7% | 51,789 | $5.7M |
| Bravera Wealth | 2.49% | Add +12.9% | 50,032 | $5.5M |
| Lantern Wealth Advisors, LLC | 2.82% | Add +0.1% | 49,741 | $5.5M |
| Kane Co Wealth Management, Inc. | 4.63% | Add +3.6% | 49,676 | $5.5M |
| Seed Wealth Management, Inc. | 3.75% | No change | 49,385 | $5.5M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 52,737 | $5.4M |
| Pacific Asset Management, LLC | 3.00% | Add +11.7% | 48,599 | $5.4M |
| Orion Capital Management LLC | 1.85% | Add +7.1% | 48,575 | $5.4M |
| Financial Plan, Inc. | 0.57% | Add +10.3% | 48,365 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +207.9% | 49,797 | $5.3M |
| Proactive Wealth Strategies LLC | 1.00% | Add +117.7% | 48,292 | $5.3M |
| Andrews Advisory Associates, LLC | 2.79% | Reduce -6.5% | 47,977 | $5.3M |
| Brady Martz Wealth Solutions, LLC | 0.90% | Reduce -9.2% | 47,860 | $5.3M |
| Sylvest Advisors, LLC | 2.78% | Add +7.8% | 47,390 | $5.2M |
| Anfield Capital Management, LLC | 1.44% | Add +51938.5% | 47,355 | $5.2M |
| Generations Wealth, LLC | 5.05% | Add +1.1% | 47,087 | $5.2M |
| World Investment Advisors | 0.08% | Add +17.0% | 46,708 | $5.2M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +4.8% | 46,402 | $5.1M |
| Telos Capital Management, Inc. | 0.49% | Add +1.4% | 46,173 | $5.1M |
| Passive Capital Management, LLC. | 1.47% | Add +9.8% | 44,692 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Add +49.9% | 44,518 | $4.9M |
| Indivisible Partners | 0.43% | Add +7.6% | 44,450 | $4.9M |
| ForthRight Wealth Management, LLC | 1.39% | New | 44,228 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -3.8% | 44,064 | $4.9M |
| Stone Summit Wealth LLC | 1.34% | Reduce -1.5% | 43,741 | $4.8M |
| GC Wealth Management RIA, LLC | 0.20% | Add +4.6% | 43,671 | $4.8M |
| Clearstead Advisors, LLC | 0.04% | Add +11.3% | 43,557 | $4.8M |
| Strategic Financial Planning, Inc. | 2.81% | New | 193,975 | $4.8M |
| Bauman Advisory Group, LLC | 3.36% | Add +28.6% | 43,426 | $4.8M |
| Equita Financial Network, Inc. | 1.51% | Reduce -3.2% | 43,396 | $4.8M |
| Aspire Capital Advisors LLC | 1.08% | Add +50.9% | 43,346 | $4.8M |
| Argent Trust Co | 0.16% | Add +3.4% | 42,658 | $4.7M |
| Aprio Wealth Management, LLC | 0.25% | Add +3.0% | 42,161 | $4.7M |
| LexAurum Advisors, LLC | 0.60% | — | 41,713 | $4.6M |
| Mayfair Advisory Group, LLC | 1.60% | Add +2.3% | 41,558 | $4.6M |
| Larson Financial Group LLC | 0.15% | Reduce -0.7% | 41,521 | $4.6M |
| Steelhead Wealth Management LLC | 2.30% | — | 41,142 | $4.5M |
| McCartney Wealth Management LLC | 3.80% | Reduce -2.7% | 40,833 | $4.5M |
| SC&H Financial Advisors, Inc. | 0.68% | Reduce -1.2% | 40,591 | $4.5M |
| First Nebraska Trust Co | 0.41% | New | 40,470 | $4.5M |
| Bison Wealth, LLC | 0.43% | Add +1.1% | 37,733 | $4.4M |
| RFG Advisory, LLC | 0.08% | Add +6.2% | 39,853 | $4.4M |
| Ballast Financial Advisors LLC | 4.51% | Reduce -0.2% | 39,820 | $4.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 39,596 | $4.4M |
| DBK Financial Counsel, LLC | 3.26% | Reduce -0.7% | 38,948 | $4.3M |
| Nkcfo LLC | 1.27% | Add +35.2% | 38,675 | $4.3M |
| Bank of New Hampshire | 0.97% | Add +16.1% | 38,545 | $4.3M |
| M Holdings Securities, Inc. | 0.29% | Add +4.0% | 35,606 | $4.2M |
| Curio Wealth, LLC | 1.43% | Add +5.0% | 37,803 | $4.2M |
| Harbour Investments, Inc. | 0.06% | Add +16.0% | 37,601 | $4.2M |
| Peirce Capital Management, LLC | 1.62% | Reduce -9.4% | 37,536 | $4.1M |
| IMA Advisory Services, Inc. | 0.40% | Add +3.6% | 37,408 | $4.1M |
| Flywheel Private Wealth LLC | 2.35% | Add +0.2% | 37,355 | $4.1M |
| PFC Capital Group, Inc. | 1.82% | Add +4.5% | 37,345 | $4.1M |
| MOR Wealth Management, LLC | 1.88% | Reduce -1.7% | 37,155 | $4.1M |
| Summit Financial, LLC | 0.05% | Add +17.0% | 36,867 | $4.1M |
| McLean Asset Management Corp | 0.71% | Reduce -4.4% | 36,706 | $4.1M |
| Tandemgrowth Financial Advisors LLC | 3.80% | Add +3.7% | 36,496 | $4.0M |
| Courier Capital LLC | 0.22% | Add +11.8% | 36,168 | $4.0M |
| Bank of Nova Scotia | 0.01% | New | 36,140 | $4.0M |
| Bull Oak Capital, LLC | 1.53% | Add +12.9% | 35,958 | $4.0M |
| Uptick Partners, LLC | 0.79% | Add +22.2% | 35,934 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.84% | Add +0.8% | 35,902 | $4.0M |
| BlackRock, Inc. | 0.00% | Add +120.3% | 35,871 | $4.0M |
| Fidelis Capital Partners, LLC | 0.28% | Add +5.2% | 35,628 | $3.9M |
| Dopkins Wealth Management, LLC | 1.56% | Reduce -7.5% | 35,186 | $3.9M |
| Fiduciary Financial Advisors | 3.47% | — | 35,180 | $3.9M |
| Avant Financial Advisors LLC | 2.73% | Add +0.2% | 35,170 | $3.9M |
| First Horizon Corp. | 0.16% | Add +11.6% | 35,116 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -23.2% | 35,066 | $3.9M |
| Silver Oak Wealth Advisors Services, LLC | 2.50% | Add +0.6% | 34,889 | $3.9M |
| Conrad Siegel Investment Advisors, Inc. | 0.70% | Reduce -4.2% | 34,874 | $3.9M |
| Lauterbach Financial Advisors, LLC | 1.88% | Add +3.8% | 34,828 | $3.8M |
| rebel Financial LLC | 1.66% | Add +0.9% | 34,596 | $3.8M |
| Lam Group, Inc. | 2.08% | Add +5.1% | 34,225 | $3.8M |
| Fifth Third Securities, Inc. | 0.24% | Reduce -10.5% | 34,083 | $3.8M |
| Davidson Kahn Capital Management, LLC | 2.00% | New | 33,299 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +11.1% | 33,792 | $3.7M |
| Hudson Oak Wealth Advisory LLC | 3.20% | Add +1.5% | 33,291 | $3.7M |
| IF Advisors, LLC | 2.59% | Add +7.7% | 33,172 | $3.7M |
| Onyx Bridge Wealth Group LLC | 0.39% | Reduce -63.8% | 33,108 | $3.7M |
| Fortis Capital Management LLC | 0.49% | Add +32.7% | 32,888 | $3.6M |
| Evanson Asset Management, LLC | 0.19% | Add +32.4% | 32,815 | $3.6M |
| Sculati Wealth Management, LLC | 1.33% | Reduce -0.4% | 32,546 | $3.6M |
| Arax Advisory Partners | 0.10% | Reduce -27.4% | 32,471 | $3.6M |
| Troutman Wealth Management, LLC | 2.97% | Add +0.5% | 32,212 | $3.6M |
| Cozad Asset Management Inc. | 0.28% | Add +2.8% | 31,936 | $3.5M |
| Emprise Bank | 1.41% | Reduce -1.2% | 31,852 | $3.5M |
| JDH Wealth Management, LLC | 2.36% | Reduce -1.0% | 31,724 | $3.5M |
| Altar Rock LLC | 4.06% | Add +1.1% | 31,311 | $3.5M |
| Faithward Advisors, LLC | 0.49% | Add +6.0% | 31,262 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | Add +12.0% | 31,049 | $3.4M |
| Broadway Wealth Solutions, Inc. | 1.77% | Add +2.9% | 30,965 | $3.4M |
| Heritage Wealth Management, Inc. | 1.69% | Add +0.8% | 30,892 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +144.4% | 30,701 | $3.4M |
| Friday Financial | 1.16% | Add +1.6% | 30,560 | $3.4M |
| Sentinel Pension Advisors, LLC | 0.50% | Add +10.0% | 30,550 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +21.4% | 30,421 | $3.4M |
| Fifth Third Wealth Advisors LLC | 0.11% | Reduce -4.5% | 30,310 | $3.3M |
| Herold Advisors, Inc. | 0.73% | Add +13.6% | 30,128 | $3.3M |
| L.K. Benson & Company, P.C. | 1.10% | Reduce -0.5% | 30,039 | $3.3M |
| Arbor Wealth Advisors LLC | 2.33% | Add +6.0% | 30,001 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.43% | Reduce -14.6% | 30,000 | $3.3M |
| Level Financial Advisors | 0.83% | Reduce -2.9% | 29,591 | $3.3M |
| Holcombe Financial, Inc. | 1.89% | Add +27.1% | 29,171 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +2.0% | 28,909 | $3.2M |
| Intrua Financial, LLC | 0.34% | Add +90.6% | 28,692 | $3.2M |
| Canvas Wealth Advisors, LLC | 0.54% | Add +5.7% | 28,685 | $3.2M |
| CAP Partners, LLC | 1.77% | Add +3.9% | 28,349 | $3.1M |
| Clarus Group, Inc. | 1.11% | Reduce -3.0% | 28,047 | $3.1M |
| New England Private Wealth Advisors LLC | 0.36% | Add +0.4% | 28,036 | $3.1M |
| Austin Wealth Management, LLC | 0.70% | Reduce -29.2% | 27,574 | $3.1M |
| Cibc World Market Inc. | 0.01% | New | 27,256 | $3.0M |
| Paragon Advisors, LLC | 0.81% | Reduce -3.1% | 27,083 | $3.0M |
| Apollon Financial, LLC | 0.41% | Add +30.4% | 27,007 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | No change | 26,855 | $3.0M |
| CoreCap Advisors, LLC | 0.10% | Add +3.6% | 26,567 | $2.9M |
| Centennial Wealth Advisory LLC | 0.71% | Add +109.2% | 26,560 | $2.9M |
| Alpha Financial Advisors, LLC | 0.90% | Add +0.7% | 26,479 | $2.9M |
| Stegent Equity Advisors, Inc. | 2.48% | Reduce -11.3% | 26,375 | $2.9M |
| Heritage Wealth Management, Inc. | 1.62% | Add +7.4% | 26,213 | $2.9M |
| Versant Capital Management, Inc | 0.28% | Add +6.8% | 26,136 | $2.9M |
| Tranquility Partners, LLC | 1.09% | Reduce -2.0% | 26,563 | $2.9M |
| RDA Financial Network | 0.72% | Add +2.0% | 25,908 | $2.9M |
| Pasadena Private Wealth, LLC | 0.40% | Reduce -4.8% | 25,866 | $2.9M |
| Haven Private, LLC | 1.24% | Add +0.4% | 25,863 | $2.9M |
| Aerodigm Wealth, LLC | 1.06% | Add +3.4% | 25,616 | $2.8M |
| Etesian Wealth Advisors, Inc. | 0.90% | Add +0.1% | 25,479 | $2.8M |
| Milestone Asset Management Group, LLC | 1.62% | Add +4.6% | 25,069 | $2.8M |
| Asset One Wealth Management LLC | 0.31% | New | 23,496 | $2.8M |
| Cardiff Park Advisors, LLC | 0.22% | Add +10.1% | 24,893 | $2.7M |
| Paragon Capital Management Ltd | 0.58% | Add +1.7% | 24,787 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -8.9% | 24,720 | $2.7M |
| Gibraltar Capital Management, Inc. | 0.47% | Add +562.8% | 24,505 | $2.7M |
| Atala Financial Inc | 1.81% | Add +3.3% | 24,281 | $2.7M |
| Meadow Creek Wealth Advisors LLC | 1.73% | Add +0.6% | 24,233 | $2.7M |
| Auxano Advisors, LLC | 0.53% | Add +524.7% | 24,000 | $2.7M |
| FMB Wealth Management | 1.07% | No change | 23,373 | $2.6M |
| Squire Investment Management Company, LLC | 0.71% | Reduce -5.8% | 23,279 | $2.6M |
| First Community Trust NA | 1.89% | Add +17622.1% | 23,216 | $2.6M |
| XY Planning Network, Inc. | 0.41% | Reduce -3.9% | 22,937 | $2.5M |
| StoneX Group Inc. | 0.14% | New | 22,884 | $2.5M |
| Fiduciary Advisors, Inc. | 1.89% | Add +9.6% | 22,772 | $2.5M |
| Leading Edge Financial Planning LLC | 0.53% | Add +15.4% | 22,687 | $2.5M |
| Guidance Capital, Inc. | 0.56% | Add +30.1% | 20,716 | $2.5M |
| Cogent Strategic Wealth LLC | 2.55% | Reduce -8.8% | 22,457 | $2.5M |
| Cornerstone Management, Inc. | 0.39% | Reduce -0.0% | 22,317 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.60% | Add +6.6% | 22,171 | $2.4M |
| Parkwoods Wealth Partners, LLC | 0.60% | Add +2.6% | 22,062 | $2.4M |
| Ariadne Wealth Management, LP | 1.09% | Add +3.8% | 22,055 | $2.4M |
| Vista Investment Partners LLC | 0.64% | Reduce -49.7% | 21,889 | $2.4M |
| Refined Wealth Management | 1.52% | New | 21,774 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -0.0% | 21,722 | $2.4M |
| Clear Creek Financial Management, LLC | 0.18% | Add +10.8% | 21,631 | $2.4M |
| EJMK Ventures LLC | 1.33% | Add +104.3% | 21,582 | $2.4M |
| Asset Dedication, LLC | 0.17% | Reduce -5.4% | 21,412 | $2.4M |
| HBE Wealth Management, LLC | 2.05% | Add +12.8% | 21,247 | $2.3M |
| Cornerstone Advisory, LLC | 0.22% | Add +50.6% | 21,168 | $2.3M |
| Fortitude Family Office, LLC | 0.52% | Reduce -1.3% | 21,026 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +1.5% | 20,980 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -33.5% | 20,932 | $2.3M |
| Centerpoint Advisory Group | 1.74% | Add +1.2% | 20,907 | $2.3M |
| Armbruster Capital Management, Inc. | 0.37% | Reduce -0.4% | 20,568 | $2.3M |
| 55 North Private Wealth, LLC | 0.58% | Add +0.2% | 20,477 | $2.3M |
| Abacus Planning Group, Inc. | 0.30% | Add +0.6% | 20,263 | $2.2M |
| Sequent Asset Management, LLC | 1.06% | Add +112.9% | 20,133 | $2.2M |
| Bokf, NA | 0.03% | Add +2.4% | 19,929 | $2.2M |
| Western Wealth Management, LLC | 0.08% | Add +605.6% | 19,883 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 2.57% | Reduce -19.0% | 19,515 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | New | 19,432 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +1.6% | 19,339 | $2.1M |
| Founders Financial Alliance, LLC | 0.38% | Add +17.3% | 19,101 | $2.1M |
| Factor Wealth Management LTD | 0.40% | Reduce -18.5% | 19,027 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.43% | Reduce -4.8% | 18,677 | $2.1M |
| Cypress Point Wealth Management, LLC | 0.44% | Reduce -1.3% | 18,671 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.74% | Add +2.9% | 18,640 | $2.1M |
| Motco | 0.19% | Add +3.5% | 18,507 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +21.0% | 18,417 | $2.0M |
| CRA Financial Services, LLC | 0.26% | Reduce -4.3% | 18,376 | $2.0M |
| Insight Wealth Partners, LLC | 0.82% | Add +2.8% | 18,324 | $2.0M |
| Ironwood Financial, llc | 0.35% | Add +4.4% | 18,188 | $2.0M |
| Maimon Wealth Management LTD. | 1.75% | Add +10.9% | 18,390 | $2.0M |
| CSS LLC | 0.31% | Reduce -54.4% | 17,989 | $2.0M |
| Independence Bank of Kentucky | 0.25% | Reduce -13.7% | 17,871 | $2.0M |
| Seeds Investor LLC | 0.27% | Add +473.9% | 17,044 | $2.0M |
| FMR LLC | 0.00% | Add +35.4% | 17,783 | $2.0M |
| Beacon Financial Group | 0.20% | Reduce -0.1% | 17,782 | $2.0M |
| Spartan Wealth Advisory Services LLC | 0.17% | — | 17,736 | $2.0M |
| Hardin Capital Partners, LLC | 0.89% | Add +7.0% | 17,366 | $1.9M |
| Nixon Peabody Trust Co. | 0.15% | Reduce -0.8% | 17,359 | $1.9M |
| Signal Advisors Wealth, LLC | 0.13% | Add +24.8% | 17,155 | $1.9M |
| Uniting Wealth Partners, LLC | 0.40% | New | 17,154 | $1.9M |
| Jacobi Capital Management LLC | 0.10% | Add +10.0% | 17,012 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Add +8.1% | 16,739 | $1.8M |
| Rockwood Wealth Management, LLC | 0.13% | No change | 16,657 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -6.9% | 16,653 | $1.8M |
| Debussy Capital Management LP | 0.25% | Reduce -0.9% | 16,602 | $1.8M |
| Continuum Advisory, LLC | 0.17% | Add +106.9% | 16,322 | $1.8M |
| Goldstone Financial Group, LLC | 0.19% | Reduce -39.9% | 16,129 | $1.8M |
| SVB Wealth LLC | 0.12% | Add +6.7% | 15,977 | $1.8M |
| National Bank of Canada | 0.00% | Add +11.3% | 15,703 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -6.0% | 15,632 | $1.7M |
| Sachetta, LLC | 0.93% | Reduce -2.2% | 15,476 | $1.7M |
| First Citizens Asset Management, Inc. | 0.60% | Add +2.2% | 15,384 | $1.7M |
| CWA Asset Management Group, LLC | 0.06% | Add +2.6% | 15,380 | $1.7M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +226.5% | 15,334 | $1.7M |
| BigSur Wealth Management LLC | 0.47% | Reduce -4.9% | 15,276 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +36.2% | 15,229 | $1.7M |
| Approach Retirement Advisors, LLC | 1.39% | Add +7.7% | 15,132 | $1.7M |
| RVW Wealth, LLC | 0.13% | Add +2.6% | 15,115 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +40.1% | 15,103 | $1.7M |
| Frankly Finances, LLC | 1.50% | Add +6.6% | 15,054 | $1.7M |
| Equity Wealth Partners, LLC | 1.07% | Reduce -12.3% | 15,053 | $1.7M |
| Tower Wealth Partners, Inc. | 0.91% | Reduce -0.6% | 14,927 | $1.6M |
| Peak Planning Group, LLC | 0.46% | Add +2.8% | 14,897 | $1.6M |
| TPG Advisors LLC | 1.03% | New | 14,896 | $1.6M |
| Transcend Capital Advisors, LLC | 0.13% | Add +15.2% | 14,818 | $1.6M |
| Clark Asset Management, LLC | 0.15% | No change | 14,717 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.4% | 14,660 | $1.6M |
| Traphagen Investment Advisors LLC | 0.13% | Reduce -1.4% | 14,590 | $1.6M |
| Signature Equity Partners, LLC | 0.85% | Add +1006.9% | 14,257 | $1.6M |
| Advisor Resource Council | 0.62% | Add +3.6% | 14,229 | $1.6M |
| Seaside Wealth Management, Inc. | 0.44% | Reduce -0.2% | 14,210 | $1.6M |
| Almanack Investment Partners, LLC. | 0.26% | No change | 14,010 | $1.5M |
| Transcendent Capital Group LLC | 0.70% | Reduce -0.3% | 13,921 | $1.5M |
| John A. Wolfe & Associates, Inc. | 2.36% | Add +1.1% | 13,894 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +61.9% | 13,789 | $1.5M |
| GEM Asset Management, LLC | 0.67% | Add +0.2% | 13,701 | $1.5M |
| Integris Wealth Management, LLC | 0.34% | Reduce -4.1% | 13,580 | $1.5M |
| Forum Financial Management, LP | 0.02% | Reduce -0.1% | 13,511 | $1.5M |
| NorthRock Partners, LLC | 0.02% | New | 13,450 | $1.5M |
| Kaufman Rossin Wealth, LLC | 0.85% | Reduce -1.9% | 13,402 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +126.5% | 13,402 | $1.5M |
| Lifetime Wealth Management P.C. | 0.86% | Add +7.7% | 13,370 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -6.4% | 13,174 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +2.8% | 13,160 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Add +20.9% | 12,008 | $1.4M |
| Crosspoint Financial, LLC | 3.61% | Add +54.9% | 13,005 | $1.4M |
| Gradient Capital Advisors, LLC | 0.37% | Reduce -0.7% | 12,981 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +5.0% | 12,811 | $1.4M |
| Maia Wealth LLC | 0.24% | Add +50.3% | 12,790 | $1.4M |
| Endeavor Private Wealth, Inc. | 0.40% | Reduce -3.8% | 12,766 | $1.4M |
| Claro Advisors Inc. | 0.17% | Add +6.6% | 12,578 | $1.4M |
| KWB Wealth | 0.14% | No change | 13,605 | $1.4M |
| Stonebridge Financial Group, LLC / MO | 1.17% | Add +29.7% | 12,559 | $1.4M |
| PFG Investments, LLC | 0.06% | Add +0.3% | 12,441 | $1.4M |
| Denver Wealth Management, Inc. | 0.47% | Add +4.0% | 12,392 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 12,321 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -30.5% | 12,319 | $1.4M |
| Tortuga Wealth Management, Inc | 1.26% | Reduce -5.5% | 12,207 | $1.3M |
| North Star Asset Management Inc. | 0.06% | Add +55.1% | 12,127 | $1.3M |
| WMS Group LLC | 1.94% | New | 12,098 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Add +12.6% | 12,018 | $1.3M |
| Entrewealth, LLC | 0.59% | Add +7.8% | 11,912 | $1.3M |
| Longview Financial Advisors, Inc. | 0.80% | Reduce -0.0% | 11,849 | $1.3M |
| San Luis Wealth Advisors LLC | 0.21% | Reduce -18.7% | 11,708 | $1.3M |
| Victory Financial Group, LLC | 0.16% | Add +41.1% | 11,700 | $1.3M |
| Trajan Wealth LLC | 0.05% | Reduce -0.3% | 11,695 | $1.3M |
| Harbor Asset Planning, Inc. | 1.08% | Add +4.3% | 11,662 | $1.3M |
| Financial Architects, LLC | 0.68% | Add +7.8% | 11,590 | $1.3M |
| JNBA Financial Advisors | 0.11% | Add +0.2% | 11,555 | $1.3M |
| Prosperity Financial Group, Inc. | 0.46% | New | 11,379 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +0.6% | 11,333 | $1.3M |
| West Michigan Advisors, LLC | 0.27% | New | 11,252 | $1.2M |
| Foundry Financial LLC | 0.51% | Reduce -47.1% | 10,819 | $1.2M |
| CGC Financial Services, LLC | 0.34% | Reduce -35.2% | 10,802 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.16% | Reduce -88.7% | 10,753 | $1.2M |
| CogentBlue Wealth Advisors, LLC | 0.78% | Add +2.8% | 10,557 | $1.2M |
| Strategic Advisors LLC | 0.19% | Add +1.3% | 10,443 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +32.3% | 10,168 | $1.1M |
| Curi Capital, LLC | 0.02% | Reduce -1.4% | 10,082 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 10,048 | $1.1M |
| Vistica Wealth Advisors, LLC | 1.09% | Reduce -0.3% | 9,930 | $1.1M |
| Portside Wealth Group, LLC | 0.15% | New | 9,847 | $1.1M |
| Aspen Capital Management, LLC | 0.27% | No change | 9,752 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -1.9% | 9,458 | $1.0M |
| West Wealth Group, LLC | 0.21% | New | 9,429 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -11.6% | 9,381 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +104.3% | 9,371 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +2.8% | 9,269 | $1.0M |
| Tyche Wealth Partners LLC | 0.16% | Add +2.8% | 9,250 | $1.0M |
| REDW Wealth LLC | 0.41% | No change | 9,195 | $1.0M |
| Middleton & Co. Inc. | 0.12% | Add +0.3% | 9,184 | $1.0M |
| Annex Advisory Services, LLC | 0.02% | Reduce -7.6% | 9,174 | $1.0M |
| Brooklyn Investment Group | 0.03% | Add +137.3% | 9,084 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.0% | 9,027 | $997K |
| marrick wealth, LLC | 0.83% | Add +0.3% | 8,979 | $992K |
| Fortune Financial Advisors, LLC | 0.50% | Add +20.7% | 8,964 | $990K |
| Heron Bay Capital Management | 0.09% | Add +206.2% | 8,954 | $989K |
| Harbour Investment Management LLC | 0.54% | Reduce -8.6% | 8,921 | $986K |
| Morey & Quinn Wealth Partners, LLC | 0.69% | Add +13.2% | 8,814 | $974K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -25.9% | 8,695 | $961K |
| Capital Wealth Alliance, LLC | 0.43% | Reduce -0.2% | 8,612 | $951K |
| MN Wealth Advisors, LLC | 0.46% | Reduce -2.0% | 8,597 | $950K |
| First Financial Corp. | 0.37% | Reduce -15.6% | 8,572 | $947K |
| Vines Capital Management, LLC | 0.94% | Add +3.5% | 8,546 | $944K |
| Opal Wealth Advisors, LLC | 0.21% | Reduce -22.3% | 8,444 | $933K |
| Klingman & Associates, LLC | 0.04% | Add +0.2% | 8,309 | $918K |
| Boyce & Associates Wealth Consulting, Inc. | 0.69% | Add +2.0% | 8,267 | $913K |
| Tenon Financial LLC | 0.36% | Add +0.2% | 8,221 | $908K |
| Mattern Capital Management, LLC | 0.11% | Add +36.9% | 8,170 | $903K |
| W.H. Cornerstone Investments Inc. | 0.56% | Add +160.3% | 8,101 | $895K |
| Merkkuri Wealth Advisors LLC | 0.59% | Add +0.3% | 8,012 | $885K |
| Dala Group, LLC | 0.73% | Reduce -68.1% | 7,960 | $879K |
| Citadel Advisors | 0.00% | Reduce -19.1% | 7,946 | $878K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.2% | 7,774 | $859K |
| Nova R Wealth, Inc. | 0.27% | Reduce -3.1% | 7,770 | $858K |
| Corus Family Wealth Advisors | 0.70% | Add +17.1% | 7,768 | $858K |
| SageView Advisory Group, LLC | 0.03% | Add +10515.1% | 7,749 | $856K |
| Regions Financial Corp. | 0.01% | New | 7,741 | $855K |
| Cambridge Financial Group, LLC | 0.29% | Add +94.1% | 7,727 | $854K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +1.4% | 7,681 | $849K |
| LJI Wealth Management, LLC | 0.13% | Reduce -67.5% | 7,611 | $841K |
| HBW Advisory Services LLC | 0.09% | Reduce -15.7% | 7,558 | $835K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Reduce -3.0% | 7,525 | $831K |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 7,486 | $827K |
| Facet Wealth, Inc. | 0.01% | Reduce -2.3% | 7,468 | $825K |
| RCS Financial Planning, LLC | 0.42% | No change | 7,376 | $815K |
| Camarda Financial Advisors, LLC | 0.43% | Add +11.9% | 7,368 | $814K |
| Kings Path Partners LLC | 0.28% | Reduce -0.4% | 7,343 | $811K |
| Prospera Capital Management, LLC | 0.40% | No change | 7,300 | $806K |
| Ieq Capital, LLC | 0.00% | Add +36.8% | 7,256 | $802K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,159 | $791K |
| BFI Wealth Solutions, LLC | 0.75% | Add +16.7% | 7,000 | $779K |
| Integrated Capital Management, LLC | 0.33% | Reduce -75.9% | 6,976 | $771K |
| Keating Financial Advisory Services, Inc. | 0.12% | Add +1.2% | 6,958 | $769K |
| Certior Financial Group, LLC | 0.49% | New | 6,951 | $768K |
| ProCore Advisors, LLC | 1.18% | Reduce -9.6% | 6,942 | $767K |
| Belleair Asset Management, LLC | 0.69% | Add +44.4% | 6,867 | $759K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 6,819 | $753K |
| Valmark Advisers, Inc. | 0.01% | Add +83.8% | 6,800 | $751K |
| Monetary Solutions, Ltd | 0.72% | Reduce -4.2% | 6,764 | $747K |
| IFP Advisors, Inc | 0.02% | Reduce -21.4% | 6,757 | $746K |
| Leavell Investment Management, Inc. | 0.03% | Add +35.7% | 6,628 | $732K |
| Darden Wealth Group Inc | 0.37% | Add +112.9% | 6,600 | $729K |
| Legacy Financial Group, Inc. | 0.19% | Reduce -1.2% | 6,596 | $729K |
| OakTrust Wealth Advisors, LLC | 0.66% | Add +0.1% | 6,512 | $719K |
| Alliance Wealth Advisors, LLC | 0.16% | New | 6,490 | $717K |
| Stevens Capital Partners | 0.17% | New | 6,490 | $717K |
| Capasso Planning Partners LLC | 0.38% | Reduce -0.8% | 6,455 | $713K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.9% | 6,044 | $712K |
| Directional Asset Management | 0.65% | Add +24.8% | 6,442 | $712K |
| Intentional Wealth Strategies, LLC | 0.66% | — | 6,432 | $711K |
| Oceanside Advisors LLC | 0.40% | Add +11.8% | 6,419 | $709K |
| ARK & TLK Investments, LLC | 0.19% | Add +31.5% | 6,384 | $705K |
| Aegis Wealth Management LLC | 0.40% | Add +6.7% | 6,376 | $704K |
| Cyndeo Wealth Partners, LLC | 0.04% | New | 6,369 | $704K |
| Wealthspire Retirement, LLC | 0.04% | Add +12.8% | 6,339 | $700K |
| Johnson Investment Counsel Inc. | 0.01% | Add +10.0% | 6,327 | $699K |
| Fortress Financial Group, LLC | 0.52% | Add +153.0% | 6,307 | $697K |
| Pitti Group Wealth Management, LLC | 0.56% | Add +8.1% | 6,284 | $694K |
| Index Fund Advisors, Inc. | 0.03% | New | 6,260 | $692K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.9% | 6,252 | $691K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | No change | 6,250 | $690K |
| Private Trust Co. NA | 0.06% | Add +2.9% | 6,239 | $689K |
| Foundation Wealth Management, LLC\PA | 0.24% | No change | 6,173 | $682K |
| Slagle Financial, LLC | 0.22% | Reduce -4.5% | 6,154 | $680K |
| Lido Advisors, LLC | 0.00% | Reduce -2.6% | 6,132 | $677K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | Reduce -5.4% | 6,065 | $670K |
| Cardinal Point Capital Management ULC | 0.04% | Add +5.2% | 6,030 | $666K |
| M Wealth Management, LLC | 0.56% | No change | 6,024 | $665K |
| Triune Financial Partners, LLC | 0.16% | Add +0.3% | 6,005 | $663K |
| Strategic Family Wealth Counselors, L.L.C. | 0.17% | Add +8.1% | 5,985 | $661K |
| Balance Wealth Partners LLC | 0.20% | New | 5,951 | $658K |
| Ritholtz Wealth Management | 0.01% | Add +63.3% | 5,932 | $655K |
| Arista Wealth Management, LLC | 0.08% | Add +28.6% | 5,808 | $642K |
| Selective Wealth Management, Inc. | 0.19% | No change | 5,386 | $639K |
| Navis Wealth Advisors, LLC | 0.32% | No change | 5,735 | $634K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.6% | 5,710 | $631K |
| Titleist Asset Management, LLC | 0.05% | Add +0.8% | 5,673 | $627K |
| Gotham Asset Management | 0.00% | Add +33.9% | 5,650 | $624K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +103.0% | 5,625 | $621K |
| Financial Symmetry Inc | 0.22% | Reduce -4.8% | 5,122 | $615K |
| Keel Point, LLC | 0.04% | Reduce -5.8% | 5,458 | $603K |
| Guardsman Private Capital Management, Inc. | 0.47% | No change | 5,419 | $599K |
| Inspire Advisors, LLC | 0.05% | New | 5,385 | $595K |
| NWF Advisory Services Inc. | 0.07% | Reduce -4.2% | 5,293 | $585K |
| Breakwater Capital Group | 0.08% | New | 5,226 | $577K |
| Whelan Financial | 0.18% | No change | 5,159 | $570K |
| OneAscent Financial Services LLC | 0.03% | Reduce -6.7% | 5,150 | $569K |
| Autumn Glory Partners, LLC | 0.20% | No change | 5,046 | $557K |
| Redwood Park Advisors LLC | 0.41% | Add +0.3% | 5,036 | $556K |
| CGN Advisors LLC | 0.04% | Reduce -54.6% | 5,035 | $556K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,019 | $554K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -5.6% | 5,015 | $554K |
| Vista Investment Partners Ii, LLC | 0.25% | New | 4,962 | $548K |
| Tranquilli Financial Advisor LLC | 0.32% | Add +5.0% | 4,952 | $547K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.9% | 4,947 | $546K |
| Atlas Wealth LLC | 0.22% | No change | 4,934 | $545K |
| Gambit Capital Management, LLC | 0.39% | Reduce -34.4% | 4,930 | $545K |
| Colonial Trust Co / SC | 0.07% | No change | 4,860 | $537K |
| Powers Advisory Group, LLC | 0.19% | Add +56.2% | 4,771 | $527K |
| RHL Group, LLC | 0.45% | Add +190.9% | 4,724 | $522K |
| Landing Point Financial Group, LLC | 0.25% | Add +0.6% | 4,695 | $519K |
| Guyasuta Investment Advisors Inc. | 0.03% | New | 4,693 | $518K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -0.7% | 4,686 | $518K |
| Cypress Wealth Services, LLC | 0.07% | No change | 4,666 | $515K |
| D'Orazio & Associates, Inc. | 0.07% | Reduce -15.9% | 4,654 | $514K |
| Mayport, LLC | 0.09% | New | 4,593 | $507K |
| Master's Wealth Management Inc. | 0.17% | New | 4,458 | $493K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +22.4% | 4,429 | $489K |
| Fortis Capital Advisors, LLC | 0.06% | New | 4,376 | $483K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.1% | 4,349 | $480K |
| Decker Retirement Planning Inc. | 0.21% | Reduce -5.5% | 4,288 | $474K |
| Itau Unibanco Holding S.A. | 0.01% | New | 4,261 | $471K |
| Root Financial Partners, LLC | 0.02% | Add +1664.4% | 4,217 | $466K |
| BAM Wealth Management, LLC | 0.35% | New | 4,216 | $466K |
| GEN Financial Management, INC. | 0.29% | No change | 4,188 | $463K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -9.8% | 4,181 | $462K |
| Andrews, Lucia Wealth Management LLC | 0.27% | Add +40.2% | 4,163 | $460K |
| Bannerman Wealth Management Group, LLC | 0.31% | Reduce -2.6% | 4,159 | $459K |
| Madrid Wealth Management, LLC | 0.35% | Add +19.2% | 4,146 | $458K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -5.9% | 4,145 | $458K |
| J.M. Arbour, LLC | 0.44% | New | 4,142 | $458K |
| Glassman Wealth Services | 0.06% | Reduce -44.1% | 4,121 | $455K |
| V2 Financial group LLC | 0.21% | Add +5.1% | 4,112 | $454K |
| National Wealth Management Group, LLC | 0.17% | Reduce -22.6% | 4,105 | $453K |
| Strategent Financial, LLC | 0.31% | Add +74.2% | 4,102 | $453K |
| Aureum Wealth Management, LLC | 0.31% | New | 4,087 | $451K |
| Convergence Financial, LLC | 0.05% | Reduce -58.4% | 4,075 | $450K |
| Hohimer Wealth Management, LLC | 0.06% | New | 4,074 | $450K |
| Accredited Investors Inc. | 0.02% | New | 4,073 | $450K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.1% | 4,070 | $450K |
| TRB Wealth Management, LLC | 0.06% | — | 4,046 | $447K |
| Brickley Wealth Management | 0.08% | Reduce -7.8% | 4,012 | $443K |
| AE Wealth Management LLC | 0.00% | Reduce -15.5% | 3,930 | $434K |
| Elevation Wealth Partners, LLC | 0.15% | Add +0.3% | 3,915 | $432K |
| Trellis Wealth Advisors LLC | 0.16% | Add +11.5% | 3,913 | $432K |
| Liberty Wealth Management LLC | 0.05% | Add +0.3% | 3,841 | $424K |
| Legacy Financial Strategies, LLC | 0.08% | Reduce -3.6% | 3,839 | $424K |
| Vise Technologies, Inc. | 0.01% | No change | 4,119 | $420K |
| Signature Resources Capital Management, LLC | 0.20% | Reduce -5.7% | 3,785 | $418K |
| BCR Wealth Strategies, LLC | 0.13% | No change | 3,791 | $418K |
| BIP Wealth, LLC | 0.02% | Add +3.7% | 3,704 | $409K |
| Stewardship Concepts Financial Services LLC | 0.32% | Reduce -0.1% | 3,700 | $409K |
| Keystone Financial Group | 0.03% | Add +0.1% | 3,693 | $408K |
| Kelleher Financial Advisors | 0.10% | Add +12.4% | 3,815 | $406K |
| Entelevest, LLC | 0.41% | Reduce -26.1% | 3,631 | $401K |
| Sapient Capital LLC | 0.01% | New | 3,622 | $400K |
| Blue Trust, Inc. | 0.00% | No change | 3,618 | $400K |
| Next Level Private LLC | 0.09% | Add +3.2% | 3,591 | $397K |
| Vance Wealth, LLC | 0.11% | Reduce -0.1% | 3,547 | $392K |
| Cassilly Financial Group LLC | 0.34% | Reduce -1.1% | 3,523 | $389K |
| IFS Group,LLC | 0.35% | — | 3,507 | $387K |
| Santori & Peters, Inc. | 0.12% | New | 3,503 | $387K |
| Procyon Advisors, LLC | 0.02% | New | 3,479 | $384K |
| Signet Financial Management, LLC | 0.04% | Add +36.1% | 3,416 | $377K |
| Stewardship Advisors, LLC | 0.09% | No change | 3,396 | $375K |
| CWC Advisors, LLC. | 0.18% | Add +19.6% | 3,392 | $375K |
| Garde Capital, Inc. | 0.02% | New | 3,391 | $375K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,366 | $372K |
| Magnolia Private Wealth, LLC | 0.25% | Reduce -9.5% | 3,349 | $370K |
| Foundry Financial Group, Inc. | 0.18% | Reduce -90.0% | 3,337 | $369K |
| Matrix Trust Co | 0.06% | New | 3,314 | $366K |
| Investment Advisory Group, LLC | 0.09% | Add +3.1% | 3,311 | $366K |
| Cora Capital Advisors LLC | 0.12% | No change | 3,303 | $365K |
| Baldwin Investment Management, LLC | 0.04% | Add +18.1% | 3,248 | $359K |
| GDS Wealth Management | 0.02% | New | 3,243 | $358K |
| Bank of New York Mellon Corp | 0.00% | Add +12.1% | 3,242 | $358K |
| HRT Financial LP | 0.00% | New | 3,246 | $358K |
| Calton & Associates, Inc. | 0.05% | Add +4.1% | 3,214 | $355K |
| Balboa Wealth Partners | 0.06% | Add +0.1% | 3,210 | $355K |
| Prosperitas Financial LLC | 0.13% | No change | 3,199 | $353K |
| Rinkey Investments | 0.09% | Add +30.2% | 3,190 | $352K |
| Accurate Wealth Management, LLC | 0.04% | Add +62.7% | 3,038 | $349K |
| Newman Dignan & Sheerar, Inc. | 0.07% | No change | 3,150 | $348K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 3,131 | $346K |
| Baker Ellis Asset Management LLC | 0.04% | Add +6.8% | 3,130 | $346K |
| Huntleigh Advisors, Inc. | 0.06% | No change | 3,120 | $345K |
| Global Trust Wealth Management LLC | 0.25% | No change | 3,050 | $337K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,045 | $336K |
| Cannon Wealth Management Services, LLC | 0.22% | Add +5.9% | 3,007 | $332K |
| Grand Wealth Management, LLC | 0.16% | No change | 2,992 | $331K |
| Coquina Private Wealth LLC | 0.27% | No change | 2,990 | $330K |
| Marino, Stram & Associates LLC | 0.06% | Add +8.8% | 2,975 | $329K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $326K |
| Essex Bank | 0.07% | Add +8.6% | 2,919 | $322K |
| Cushing Capital Partners, LLC | 0.24% | Add +18.5% | 2,865 | $316K |
| Sherman Wealth Management LLC | 0.27% | New | 2,825 | $312K |
| Cornerstone Capital, Inc. | 0.03% | No change | 2,804 | $310K |
| Bessemer Group Inc. | 0.00% | Add +16.3% | 2,804 | $309K |
| Robinswood Financial LLC | 0.10% | Add +11.9% | 2,754 | $304K |
| M&T Bank Corp | 0.00% | Add +5.5% | 2,745 | $303K |
| Citizens Financial Group Inc. | 0.00% | Add +0.2% | 2,743 | $303K |
| Macco Financial Group, Inc. | 0.23% | New | 2,706 | $299K |
| ADG Wealth Management Group, LLC | 0.21% | Add +12.2% | 2,703 | $299K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.4% | 2,700 | $298K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -47.6% | 2,700 | $298K |
| Wallace Advisory Group, LLC | 0.32% | New | 2,697 | $298K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -46.4% | 2,668 | $295K |
| Millington Financial Advisors, LLC | 0.12% | No change | 2,450 | $293K |
| Verus Wealth Management, LLC | 0.27% | Reduce -1.9% | 2,650 | $293K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,642 | $292K |
| Hoxton Planning & Management, LLC | 0.09% | Add +9.9% | 2,628 | $290K |
| Access Investment Management LLC | 0.08% | New | 2,595 | $287K |
| Empire Financial Management Company, LLC | 0.06% | Add +18.5% | 2,560 | $283K |
| Range Advisory, LLC | 0.05% | Add +1.9% | 2,522 | $279K |
| WealthTrust Axiom LLC | 0.07% | New | 2,509 | $277K |
| Kovack Advisors, Inc. | 0.01% | New | 2,481 | $274K |
| Strategic Financial Concepts, LLC | 0.07% | New | 2,478 | $274K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +1.3% | 2,477 | $274K |
| Osprey Private Wealth LLC | 0.08% | No change | 2,472 | $273K |
| Sensible Money, LLC | 0.08% | Add +4.4% | 2,465 | $272K |
| Bank of Marin | 0.20% | Add +4.2% | 2,442 | $270K |
| GWN Securities Inc. | 0.05% | Add +4.4% | 2,439 | $269K |
| Base Wealth Management LLC | 0.15% | No change | 2,432 | $269K |
| Carter Financial Group, INC. | 0.16% | Reduce -4.2% | 2,390 | $264K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.2% | 2,224 | $264K |
| Sharper & Granite LLC | 0.09% | Add +17.5% | 2,387 | $264K |
| Investment Research & Advisory Group, Inc. | 0.09% | Add +0.0% | 2,344 | $259K |
| Family Legacy, Inc. | 0.08% | Reduce -1.1% | 2,341 | $259K |
| Mainsail Asset Management, LLC | 0.12% | Add +0.3% | 2,325 | $257K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +0.3% | 2,295 | $254K |
| GM Advisory Group, LLC | 0.01% | New | 2,278 | $252K |
| First PREMIER Bank | 0.06% | Reduce -1.6% | 2,268 | $251K |
| Grant Private Wealth Management Inc | 0.13% | No change | 2,272 | $251K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,261 | $250K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 2,260 | $250K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,250 | $249K |
| Intelligent Financial Strategies | 0.13% | Reduce -64.9% | 2,239 | $247K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -18.1% | 2,238 | $247K |
| Financial Insights, Inc. | 0.08% | New | 2,237 | $247K |
| Berger Financial Group, Inc | 0.01% | Reduce -7.3% | 2,200 | $243K |
| Sankala Group LLC | 0.20% | Add +17.0% | 2,197 | $242K |
| BancFirst Trust & Investment Management | 0.11% | New | 2,223 | $241K |
| JM2 Capital Inc. | 0.20% | New | 2,147 | $237K |
| LongView Wealth Management | 0.06% | New | 2,041 | $236K |
| Heck Capital Advisors, LLC | 0.02% | No change | 2,127 | $235K |
| Brighton Jones LLC | 0.01% | New | 2,124 | $235K |
| John W. Brooker & Co., CPAs | 0.37% | No change | 2,122 | $234K |
| Chapin Davis, Inc. | 0.05% | No change | 2,105 | $233K |
| Exit Wealth Advisors, LLC. | 0.12% | New | 2,093 | $231K |
| Split Rock Private Trading & Wealth Management, LLC | 0.18% | New | 2,074 | $229K |
| Mainsail Financial Group, LLC | 0.10% | No change | 2,072 | $229K |
| Total Clarity Wealth Management, Inc. | 0.05% | Reduce -9.3% | 2,053 | $227K |
| SHP Wealth Management | 0.02% | Reduce -18.3% | 2,049 | $226K |
| Kathmere Capital Management, LLC | 0.01% | Add +0.3% | 2,033 | $225K |
| Synergy Asset Management, LLC | 0.02% | New | 2,024 | $224K |
| Sowell Financial Services LLC | 0.01% | New | 2,003 | $221K |
| Empirical Finance, LLC | 0.01% | New | 1,992 | $220K |
| Truefg, LLC | 0.06% | New | 1,990 | $220K |
| Fiduciary Trust Co | 0.00% | No change | 1,986 | $219K |
| Trek Financial, LLC | 0.01% | No change | 1,974 | $218K |
| BLVD Private Wealth, LLC | 0.19% | Reduce -7.2% | 1,952 | $216K |
| Smith, Moore & Co. | 0.02% | Reduce -1.6% | 1,940 | $214K |
| Aspiriant, LLC | 0.01% | Reduce -18.5% | 1,931 | $213K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,921 | $212K |
| Able Wealth Management LLC | 0.06% | New | 1,918 | $212K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | New | 1,770 | $212K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,913 | $211K |
| Oath Planning, LLC | 0.19% | Reduce -21.0% | 1,906 | $211K |
| Fisher Asset Management | 0.00% | New | 1,894 | $209K |
| Gibbs Wealth Management | 0.03% | New | 1,878 | $207K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.3% | 1,879 | $207K |
| Pinion Investment Advisors, LLC | 0.05% | New | 1,873 | $207K |
| Spire Wealth Management | 0.01% | Add +3050.8% | 1,859 | $205K |
| Axis Wealth Partners, LLC | 0.11% | New | 1,856 | $205K |
| Revere Asset Management, Inc | 0.10% | New | 1,856 | $205K |
| Clarion Wealth Managment Partners, LLC | 0.18% | New | 1,823 | $201K |
| Signaturefd, LLC | 0.00% | Add +48.5% | 1,722 | $190K |
| UMB Bank, n.a. | 0.00% | Add +559.1% | 1,661 | $183K |
| Financial Network Wealth Advisors LLC | 0.19% | New | 1,642 | $181K |
| Synergy Investment Management, LLC | 0.06% | New | 1,634 | $181K |
| Rossby Financial, LCC | 0.04% | Add +3778.6% | 1,629 | $180K |
| Dunhill Financial, LLC | 0.04% | Add +315.0% | 1,631 | $180K |
| Smallwood Wealth Investment Management, LLC | 0.08% | No change | 1,390 | $154K |
| Assetmark, Inc. | 0.00% | Add +4.5% | 1,292 | $143K |
| Scarborough Advisors, LLC | 0.01% | Add +0.2% | 1,021 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Add +811.2% | 975 | $108K |
| Clark Wealth Partners | 0.07% | Add +8.0% | 959 | $106K |
| First Command Advisory Services, Inc. | 0.00% | No change | 952 | $105K |
| Nemes Rush Group LLC | 0.01% | Add +0.8% | 917 | $101K |
| CENTRAL TRUST Co | 0.00% | No change | 807 | $89K |
| Lodestone Wealth Management LLC | 0.03% | Add +83.3% | 766 | $85K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 746 | $82K |
| Clayton Financial Group LLC | 0.04% | Reduce -14.3% | 743 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.9% | 726 | $80K |
| Bogart Wealth, LLC | 0.00% | Add +251.5% | 703 | $78K |
| Johnson Financial Group, Inc. | 0.00% | New | 699 | $77K |
| Your Advocates Ltd., LLP | 0.02% | New | 678 | $75K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 667 | $74K |
| West Paces Advisors Inc. | 0.01% | No change | 653 | $72K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +1.6% | 650 | $72K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $67K |
| Atwood & Palmer Inc. | 0.00% | Add +0.2% | 605 | $67K |
| KM Capital Management Ltd. | 0.04% | New | 565 | $67K |
| Albion Financial Group | 0.00% | New | 600 | $66K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | New | 595 | $66K |
| Vision Financial Markets LLC | 0.06% | Add +0.3% | 593 | $65K |
| NorthAvenue LLC | 0.05% | No change | 590 | $65K |
| Clearstead Trust, LLC | 0.01% | No change | 579 | $64K |
| Sfam, LLC | 0.06% | Reduce -4.0% | 575 | $64K |
| Ares Financial Consulting, LLC | 0.05% | No change | 563 | $62K |
| Operose Advisors LLC | 0.01% | Add +767.2% | 555 | $61K |
| MeadowBrook Investment Advisors LLC | 0.05% | New | 540 | $60K |
| Hantz Financial Services, Inc. | 0.00% | New | 527 | $58K |
| Lanark Financial, Inc. | 0.00% | Add +214.6% | 516 | $57K |
| Aventura Private Wealth, LLC | 0.02% | Add +166.5% | 509 | $56K |
| Centerpoint Advisors, LLC | 0.02% | No change | 500 | $55K |
| Valley National Advisers Inc. | 0.01% | Reduce -25.0% | 414 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 402 | $44K |
| Vanguard Advisers Inc. | 0.00% | — | 402 | $44K |
| Chapman Financial Group, LLC | 0.03% | No change | 398 | $44K |
| Evolution Wealth Management Inc. | 0.03% | No change | 371 | $41K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.3% | 371 | $41K |
| PlanVest Financial, Inc | 0.03% | — | 361 | $40K |
| POM Investment Strategies, LLC | 0.05% | Reduce -95.3% | 347 | $38K |
| Hollencrest Capital Management | 0.00% | No change | 345 | $38K |
| SJS Investment Consulting Inc. | 0.00% | No change | 334 | $37K |
| Basepoint Wealth LLC | 0.02% | Add +3.9% | 317 | $35K |
| Bellevue Asset Management, LLC | 0.02% | No change | 305 | $34K |
| Rogco, LP | 0.01% | No change | 305 | $34K |
| CNB Bank | 0.01% | No change | 303 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | New | 300 | $33K |
| Cornerstone Planning Group LLC | 0.00% | Add +1992.3% | 272 | $33K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +416.0% | 258 | $29K |
| MCF Advisors LLC | 0.00% | No change | 250 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 246 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +565.7% | 233 | $26K |
| GeoWealth Management, LLC | 0.00% | New | 221 | $24K |
| Clarity Asset Management, Inc. | 0.01% | No change | 216 | $24K |
| Quadrant Capital Group LLC | 0.00% | No change | 210 | $23K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +57.1% | 209 | $23K |
| Meramec Financial Planners, LLC | 0.01% | No change | 195 | $23K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 202 | $22K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -24.5% | 197 | $22K |
| Country Trust Bank | 0.00% | New | 174 | $19K |
| JDM Financial Group LLC | 0.01% | No change | 173 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -74.5% | 157 | $18K |
| Protective Life Corp. | 0.06% | New | 156 | $17K |
| Mather Group, Llc. | 0.00% | New | 151 | $17K |
| Glenmede Trust Co. NA | 0.00% | New | 149 | $16K |
| Ameriflex Group, Inc. | 0.01% | No change | 145 | $16K |
| Abound Wealth Management | 0.00% | No change | 141 | $16K |
| MBM Wealth Consultants, LLC | 0.00% | New | 130 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $14K |
| Crews Bank & Trust | 0.00% | New | 120 | $13K |
| Key Financial Inc | 0.00% | No change | 119 | $13K |
| Longview Financial Advisors LLC | 0.01% | No change | 111 | $12K |
| Parvin Asset Management, LLC | 0.01% | No change | 110 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 105 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $12K |
| Eastern Bank | 0.00% | No change | 105 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 101 | $11K |
| WFA of San Diego, LLC | 0.01% | No change | 90 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.4% | 86 | $10K |
| Advisortrust Partners, LLC | 0.00% | New | 78 | $9K |
| Nova Wealth Management, Inc. | 0.01% | No change | 75 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 69 | $8K |
| Pioneer Family Office, LLC | 0.01% | Reduce -50.4% | 67 | $7K |
| Thompson Investment Management, Inc. | 0.00% | No change | 63 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -14.3% | 54 | $6K |
| Go Invest LLC | 0.00% | New | 53 | $6K |
| NFSG Corp | 0.00% | No change | 50 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +138.1% | 50 | $6K |
| Key Capital Management, INC | 0.00% | New | 49 | $5K |
| IFG Advisory, LLC | 0.01% | Reduce -98.0% | 44 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 43 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 42 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +344.4% | 40 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +9.1% | 36 | $4K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 35 | $4K |
| Tidemark, LLC | 0.00% | New | 34 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 31 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 24 | $3K |
| Kingdom Financial Group LLC. | 0.00% | No change | 24 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 22 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 22 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 21 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 18 | $2K |
| Davis Capital Management | 0.00% | New | 11 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 9 | $994 |
| Bayban | 0.00% | New | 8 | $884 |
| Richardson Financial Services Inc. | 0.00% | New | 7 | $773 |
| Addison Advisors LLC | 0.00% | No change | 6 | $708 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 6 | $663 |
"% 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.