Avantis US Small Cap ValueAVUVETF
13F holders, Q2 2026 (June 30)1,146holders +85
123new positions
43sold out
7famous investors
$124.69avg. 13F price*
At the end of Q2 2026, 1,146 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 85 from Q1 2026. 123 opened new positions and 43 sold out. The largest holders were Creative Planning ($2.7B), LPL Financial LLC ($981.2M) and Focus Partners Wealth ($818.8M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $365.4M |
| Exits | 43 | $52.3M |
All 13F filers, Q1 2026 → Q2 2026: 17,649,748 shares bought and 3,645,792 shares sold, net +14,003,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,146 holders
| Creative Planning | 1.58% | Add +7.0% | 21,603,359 | $2.7B |
| LPL Financial LLC | 0.22% | Add +20.5% | 7,864,486 | $981.2M |
| Focus Partners Wealth | 0.84% | Reduce -1.5% | 6,563,363 | $818.8M |
| Bank of America Corp. | 0.03% | Add +22.5% | 3,459,279 | $431.6M |
| Morgan Stanley | 0.02% | Add +3.3% | 3,408,496 | $425.2M |
| Ameriprise Financial Inc. | 0.08% | Add +24.7% | 3,091,988 | $385.7M |
| Focus Partners Advisor Solutions, LLC | 3.17% | Add +20.7% | 2,999,892 | $374.3M |
| Mason Investment Advisory Services, Inc. | 13.40% | Reduce -0.3% | 2,824,089 | $352.3M |
| Truepoint, Inc. | 6.91% | Reduce -7.6% | 2,653,956 | $331.1M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +9.2% | 2,613,184 | $326.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.8% | 2,398,665 | $299.3M |
| Wells Fargo & Company | 0.05% | Add +31.2% | 2,285,615 | $285.2M |
| Raymond James Financial Inc. | 0.07% | Add +29.8% | 1,929,481 | $240.7M |
| Waverly Advisors, LLC | 1.30% | Add +27.8% | 1,801,650 | $224.8M |
| UBS Group AG | 0.03% | Add +10.9% | 1,607,642 | $200.6M |
| Plancorp, LLC | 4.67% | Add +5.2% | 1,545,016 | $191.5M |
| HighTower Advisors, LLC | 0.17% | Add +1.5% | 1,433,034 | $178.8M |
| TCI Wealth Advisors, Inc. | 7.50% | Add +14.5% | 1,388,724 | $173.3M |
| Unison Advisors LLC | 11.62% | Add +0.6% | 1,335,841 | $166.7M |
| Osaic Holdings, Inc. | 0.19% | Reduce -4.8% | 1,300,542 | $162.3M |
| Evensky & Katz LLC | 7.47% | Reduce -3.4% | 1,160,062 | $144.7M |
| Wealth Management Nebraska | 12.61% | New | 1,133,259 | $141.4M |
| Plante Moran Financial Advisors, LLC | 6.49% | Add +278286.3% | 1,119,113 | $139.6M |
| Sequoia Financial Advisors, LLC | 0.66% | Reduce -2.1% | 1,063,743 | $132.7M |
| Cetera Investment Advisers | 0.12% | Add +40.3% | 1,060,508 | $132.3M |
| American Century Companies Inc. | 0.06% | Add +18.1% | 1,034,018 | $129.0M |
| Alesco Advisors, LLC, An ESL Co | 2.92% | Reduce -2.8% | 1,021,939 | $127.5M |
| JPMorgan Chase & Co. | 0.01% | Add +11.7% | 969,133 | $120.8M |
| Savant Capital, LLC | 0.35% | Reduce -1.2% | 948,506 | $118.3M |
| Royal Bank of Canada | 0.02% | Add +3.7% | 918,011 | $114.5M |
| RW Investment Management LLC | 9.89% | Reduce -1.3% | 902,611 | $112.6M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -6.6% | 889,271 | $110.9M |
| Avantax Planning Partners, Inc. | 2.68% | Add +0.2% | 864,456 | $107.8M |
| Beaird Harris Wealth Management, LLC | 5.86% | Add +0.3% | 749,891 | $93.6M |
| Foster Group, Inc. | 2.27% | Reduce -2.4% | 685,757 | $85.6M |
| Private Advisor Group, LLC | 0.39% | Add +291.1% | 685,640 | $85.5M |
| Cresset Asset Management, LLC | 0.31% | Add +9.4% | 682,657 | $85.2M |
| Symmetry Partners, LLC | 4.25% | Reduce -1.4% | 667,861 | $83.3M |
| Moisand Fitzgerald Tamayo, LLC | 7.70% | Reduce -0.2% | 631,595 | $78.8M |
| Farther Finance Advisors, LLC | 0.62% | Add +12.8% | 629,767 | $78.6M |
| Satovsky Asset Management LLC | 12.30% | Reduce -0.3% | 618,166 | $77.1M |
| PDS Planning, Inc | 4.44% | Add +1.9% | 614,951 | $76.7M |
| Petersen Hastings Wealth Advisors Inc. | 6.25% | Reduce -2.2% | 597,318 | $74.5M |
| Avior Wealth Management, LLC | 1.94% | Add +111.1% | 590,250 | $73.6M |
| Meredith Wealth Planning | 17.33% | Reduce -0.6% | 588,447 | $73.4M |
| Krilogy Financial LLC | 2.12% | Add +1.9% | 573,763 | $71.6M |
| Corient Private Wealth LP | 0.10% | Add +4.7% | 557,425 | $69.5M |
| Zions Bancorporation, National Association | 4.08% | Add +0.5% | 545,956 | $68.1M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Add +0.9% | 545,414 | $68.0M |
| Jones Financial Companies LLLP | 0.03% | Add +28.2% | 526,841 | $65.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +11.6% | 525,630 | $65.6M |
| Cornerstone Wealth Partners, LLC | 29.47% | Add +8.6% | 508,262 | $63.4M |
| Burton Enright Welch | 7.44% | Add +4.2% | 507,991 | $63.4M |
| Keb Asset Management, LLC | 10.24% | Add +18.4% | 507,078 | $63.3M |
| Oxford Financial Group, LTD. LLC | 3.14% | Reduce -11.7% | 497,164 | $62.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +14.7% | 466,900 | $57.9M |
| Marquette Asset Management, LLC | 7.31% | Reduce -0.0% | 454,633 | $56.7M |
| Savvy Advisors, Inc. | 1.19% | Add +34.9% | 446,377 | $55.7M |
| Quarry Hill Advisors, LLC | 21.36% | Add +7.3% | 445,593 | $55.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.81% | Add +7.2% | 444,573 | $55.5M |
| Werba Rubin Papier Wealth Management | 6.68% | Add +1.9% | 440,829 | $55.0M |
| Prime Capital Investment Advisors, LLC | 0.53% | Reduce -0.6% | 436,592 | $54.5M |
| Bluespring Wealth Management, LLC | 1.04% | Add +62.8% | 434,760 | $54.2M |
| Parcion Private Wealth LLC | 3.01% | Reduce -5.7% | 434,292 | $54.2M |
| First Citizens Bank & Trust Co. | 0.80% | Add +4.6% | 429,436 | $53.6M |
| Team Hewins, LLC | 14.04% | Reduce -0.5% | 411,350 | $51.3M |
| 3EDGE Asset Management, LP | 2.28% | Add +30.3% | 410,057 | $51.2M |
| Fifth Third Bancorp | 0.08% | Add +3.1% | 408,340 | $50.9M |
| AlphaCore Capital LLC | 0.91% | Reduce -1.7% | 397,677 | $49.6M |
| Financial Partners Group, Inc | 4.95% | Reduce -0.2% | 390,844 | $48.8M |
| Means Investment Co., Inc. | 3.63% | Reduce -2.2% | 385,249 | $48.1M |
| Apollon Wealth Management, LLC | 0.58% | Add +39.8% | 384,161 | $47.9M |
| Three Arch Wealth Management LLC | 6.99% | Add +6.3% | 365,012 | $45.5M |
| HB Wealth Management, LLC | 0.25% | Add +0.5% | 363,036 | $45.3M |
| BWM Planning, LLC | 10.48% | Add +3.4% | 362,254 | $45.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +8.7% | 348,224 | $43.4M |
| Greenline Partners, LLC | 4.30% | Add +3.8% | 338,946 | $42.3M |
| Red Lighthouse Investment Management, LLC | 12.58% | Add +2.7% | 338,462 | $42.2M |
| Glenview Trust Co | 0.58% | Add +1.5% | 337,905 | $42.2M |
| Northwest Financial Advisors | 5.46% | New | 328,848 | $41.0M |
| MAI Capital Management | 0.16% | Reduce -0.3% | 328,545 | $41.0M |
| Orrstown Financial Services Inc. | 6.03% | Reduce -0.7% | 325,361 | $40.6M |
| Enzi Wealth | 12.78% | Add +4.5% | 325,220 | $40.4M |
| Wealthcare Advisory Partners LLC | 0.76% | Add +1.8% | 320,844 | $40.0M |
| Bare Financial Services, Inc | 9.02% | Add +1.1% | 315,023 | $39.3M |
| Kondo Wealth Advisors, Inc. | 13.00% | Add +1.8% | 311,684 | $38.9M |
| Venturi Wealth Management, LLC | 1.48% | Reduce -0.0% | 307,011 | $38.3M |
| MML Investors Services, LLC | 0.08% | Add +53.2% | 306,724 | $38.3M |
| Creative Capital Management Investments LLC | 8.71% | Add +1.0% | 302,746 | $37.8M |
| High Probability Advisors, LLC | 3.94% | Add +5.5% | 295,565 | $36.9M |
| N.E.W. Advisory Services LLC | 2.45% | Add +3.0% | 293,796 | $36.7M |
| Sherrill & Hutchins Financial Advisory, Inc | 17.22% | Reduce -5.7% | 288,668 | $36.0M |
| WMG Financial Advisors, LLC | 13.56% | Reduce -0.3% | 288,366 | $36.0M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +4.5% | 287,416 | $35.9M |
| Hill Investment Group Partners, LLC | 3.65% | Add +5.8% | 287,140 | $35.8M |
| Valued Wealth Advisors LLC | 12.92% | Reduce -1.4% | 284,951 | $35.6M |
| Financial Management Network Inc. | 5.09% | Reduce -1.2% | 282,850 | $35.5M |
| Quent Capital, LLC | 2.16% | Add +5.2% | 281,331 | $35.1M |
| Fonville Wealth Management LLC | 5.65% | Add +6.6% | 277,486 | $34.6M |
| Stifel Financial Corp. | 0.03% | Add +65.9% | 275,637 | $34.4M |
| Falcon Wealth Planning | 2.14% | Add +4.1% | 270,692 | $33.8M |
| HighPoint Advisor Group LLC | 1.19% | Add +74.1% | 269,698 | $33.6M |
| Allegiance Financial Group Advisory Services LLC | 5.72% | Add +7.4% | 264,812 | $33.0M |
| Define Financial, LLC | 15.07% | Add +5.7% | 263,037 | $32.8M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +124.0% | 261,635 | $32.6M |
| Eagle Wealth Strategies LLC | 12.35% | Reduce -2.9% | 259,185 | $32.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +27.0% | 258,481 | $32.2M |
| Pathstone Holdings, LLC | 0.09% | Add +3.3% | 249,625 | $31.1M |
| Morton Brown Family Wealth, LLC | 6.98% | Add +6.2% | 246,862 | $30.8M |
| Meritas Wealth Management, LLC | 11.99% | Add +8.3% | 246,111 | $30.7M |
| Acorn Financial Advisory Services Inc. | 3.96% | Reduce -12.9% | 239,298 | $29.9M |
| Oakwell Private Wealth Management, LLC | 4.94% | Reduce -7.0% | 238,894 | $29.8M |
| New England Capital Financial Advisors LLC | 6.97% | Add +7.0% | 233,551 | $29.1M |
| Chicago Partners Investment Group LLC | 0.58% | Add +6.9% | 232,700 | $29.0M |
| Baird Financial Group, Inc. | 0.04% | Add +6.5% | 231,550 | $28.9M |
| Regatta Capital Group, LLC | 3.88% | Reduce -2.8% | 231,102 | $28.8M |
| Great Point Wealth Advisors, LLC | 4.55% | Add +4.9% | 225,585 | $28.1M |
| HHM Wealth Advisors, LLC | 2.82% | Add +49.5% | 224,884 | $28.1M |
| Harbor Group, Inc. | 3.29% | Add +0.3% | 224,510 | $28.0M |
| &partners | 0.11% | Add +24.1% | 223,710 | $28.0M |
| Park Avenue Securities LLC | 0.17% | Add +6.8% | 224,090 | $28.0M |
| Retirement Financial Solutions, LLC | 6.87% | Add +4.4% | 223,968 | $27.9M |
| Tarbox Family Office, Inc. | 3.98% | Add +0.5% | 222,938 | $27.8M |
| Wealth Architects, LLC | 2.17% | Reduce -1.3% | 220,640 | $27.5M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +8.3% | 220,331 | $27.5M |
| Lifelong Wealth Advisors, Inc. | 6.43% | Reduce -2.6% | 218,595 | $27.3M |
| Peirce Capital Management, LLC | 9.91% | Add +477.1% | 216,611 | $27.0M |
| JRM Investment Counsel, LLC | 6.56% | Add +4.6% | 215,990 | $26.9M |
| Drake & Associates, LLC | 4.51% | Add +6.0% | 214,617 | $26.8M |
| Cowa, LLC | 7.23% | Reduce -5.5% | 214,066 | $26.7M |
| Rothschild Investment LLC | 0.99% | Add +10.7% | 212,533 | $26.5M |
| Northwest Wealth Management, LLC | 3.50% | Add +7.9% | 212,515 | $26.5M |
| NewEdge Advisors, LLC | 0.08% | Add +6.5% | 210,495 | $26.3M |
| Correct Capital Wealth Management | 4.50% | Reduce -3.7% | 209,010 | $26.1M |
| Bank of Montreal | 0.01% | Add +36.5% | 206,450 | $25.8M |
| Highland Financial Advisors, LLC | 5.47% | Reduce -2.5% | 199,471 | $24.9M |
| Parkshore Wealth Management, Inc. | 7.14% | Add +3.2% | 199,235 | $24.9M |
| Stephens Inc. | 0.28% | Add +0.0% | 198,515 | $24.8M |
| First Merchants Corp. | 0.87% | Add +5.0% | 197,882 | $24.7M |
| HMV Wealth Advisors, LLC | 9.58% | Reduce -8.6% | 197,200 | $24.6M |
| Zhang Financial LLC | 0.72% | Add +10.4% | 196,622 | $24.5M |
| Atria Investments, Inc | 0.25% | Reduce -3.1% | 196,475 | $24.5M |
| Merit Financial Group, LLC | 0.15% | Add +44.1% | 195,616 | $24.4M |
| Flagstone Financial Management | 5.45% | Add +0.9% | 195,332 | $24.4M |
| B&D White Capital Company, LLC | 2.42% | Add +50.3% | 194,744 | $24.3M |
| WCG Wealth Advisors LLC | 0.56% | Add +1.3% | 190,859 | $23.8M |
| AQR Capital Management | 0.01% | Add +10.9% | 190,592 | $23.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +21.2% | 185,857 | $23.2M |
| Fort Vancouver Investment Management, LLC | 10.76% | Reduce -4.0% | 184,679 | $23.0M |
| Betterment LLC | 0.04% | Add +2.9% | 184,325 | $23.0M |
| REAP Financial Group, LLC | 3.92% | Add +9.2% | 184,218 | $23.0M |
| Bfsg, LLC | 2.02% | Reduce -0.7% | 182,054 | $22.7M |
| Certified Advisory Corp | 1.83% | Add +0.4% | 181,759 | $22.7M |
| Stock Yards Bank & Trust Co. | 0.65% | Reduce -0.6% | 181,132 | $22.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.91% | Reduce -2.3% | 180,780 | $22.6M |
| MB Generational Wealth, LLC | 10.89% | Add +0.5% | 178,008 | $22.2M |
| Tidal Investments LLC | 0.05% | New | 174,504 | $21.8M |
| OneDigital Investment Advisors LLC | 0.18% | Add +6.6% | 173,695 | $21.7M |
| Libra Wealth LLC | 5.52% | Reduce -0.5% | 173,101 | $21.6M |
| Gallagher Fiduciary Advisors, LLC | 0.71% | Add +0.4% | 172,874 | $21.6M |
| PW Advisors, LLC \ FL | 14.17% | Add +2.5% | 170,148 | $21.2M |
| ABLE Financial Group, LLC | 3.52% | Add +9.9% | 168,024 | $21.0M |
| Stolz & Associates, PS | 13.03% | Add +4.8% | 167,343 | $20.9M |
| Peak Asset Management, LLC | 3.07% | Add +2.4% | 167,233 | $20.9M |
| Mraz, Amerine & Associates, Inc. | 2.96% | Reduce -1.0% | 165,191 | $20.6M |
| Quantum Financial Advisors, LLC | 2.03% | Add +3.5% | 164,378 | $20.5M |
| Avondale Wealth Management | 8.32% | Add +4.1% | 163,647 | $20.4M |
| BetterWealth, LLC | 3.61% | Reduce -0.1% | 163,569 | $20.4M |
| Wheelhouse Advisory Group LLC | 5.73% | Reduce -0.6% | 162,813 | $20.3M |
| Acumen Wealth Advisors, LLC | 4.26% | Add +79681.7% | 161,159 | $20.1M |
| WJ Interests, LLC | 7.66% | Reduce -24.4% | 159,324 | $19.9M |
| Opus Capital Group, LLC | 1.92% | Add +1.2% | 158,662 | $19.8M |
| Fiduciary Financial Advisors | 1.99% | Add +347.6% | 157,475 | $19.6M |
| FAS Wealth Partners, Inc. | 1.02% | Add +22.5% | 157,283 | $19.6M |
| Arlington Financial Advisors, LLC | 2.46% | Add +0.6% | 155,141 | $19.4M |
| Foundations Investment Advisors, LLC | 0.20% | Add +1.7% | 154,836 | $19.3M |
| Aire Advisors, LLC | 3.14% | Reduce -0.0% | 154,747 | $19.3M |
| Wallington Asset Management, LLC | 2.37% | Add +0.3% | 154,671 | $19.3M |
| SFG Wealth Management, LLC. | 6.91% | Add +3.5% | 154,039 | $19.2M |
| Ocean Park Asset Management, LLC | 0.91% | Add +156.6% | 151,814 | $18.9M |
| Ameritas Advisory Services, LLC | 0.38% | Add +161.9% | 151,541 | $18.9M |
| Smartleaf Asset Management LLC | 0.61% | No change | 150,051 | $18.7M |
| Invariant Investment Management | 10.90% | Reduce -4.7% | 150,096 | $18.6M |
| Neuberger Berman Group LLC | 0.01% | Add +3.4% | 148,410 | $18.5M |
| Claris Advisors, LLC / Mo / | 4.83% | Reduce -0.6% | 148,246 | $18.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +5.2% | 147,927 | $18.5M |
| Diversify Advisory Services, LLC | 0.30% | New | 143,881 | $18.0M |
| Diversify Wealth Management, LLC | 0.30% | Add +0.7% | 143,881 | $18.0M |
| Compass Ion Advisors, LLC | 1.55% | Add +0.2% | 144,508 | $18.0M |
| Apella Capital, LLC | 0.25% | Reduce -2.3% | 145,141 | $17.9M |
| Sage Rhino Capital LLC | 2.92% | Reduce -10.2% | 142,143 | $17.7M |
| Simplicity Wealth,LLC | 0.60% | Add +7.8% | 142,111 | $17.7M |
| Hamilton Point Investment Advisors, LLC | 2.49% | Add +1.1% | 141,712 | $17.7M |
| Capital Advisors Wealth Management, LLC | 2.08% | Add +11.2% | 141,618 | $17.7M |
| Bucket List Wealth Management, LLC | 8.63% | Add +11.2% | 140,354 | $17.5M |
| Symphony Financial, Ltd. Co. | 1.91% | Add +5.7% | 140,354 | $17.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 137,785 | $17.2M |
| Nwam LLC | 0.86% | Add +2.6% | 137,469 | $17.2M |
| Apeiron RIA LLC | 4.39% | Reduce -0.1% | 137,168 | $17.1M |
| Arq Wealth Advisors, LLC | 2.12% | Add +21.5% | 135,602 | $17.1M |
| Family Investment Center, Inc. | 2.80% | Add +2.9% | 135,283 | $16.9M |
| Mariner, LLC | 0.02% | Reduce -73.2% | 134,010 | $16.7M |
| Mfa Wealth Advisors, LLC | 2.83% | Reduce -4.0% | 133,052 | $16.6M |
| Nottingham Advisors, Inc. | 1.94% | Reduce -3.7% | 130,560 | $16.3M |
| Revolve Wealth Partners, LLC | 1.69% | Add +3.4% | 130,028 | $16.2M |
| Pine Harbor Wealth Management, LLC | 4.34% | Reduce -0.1% | 129,826 | $16.2M |
| Collective Family Office LLC | 3.30% | Add +1.9% | 129,219 | $16.1M |
| Kavar Capital Partners Group, LLC | 1.98% | Add +3.0% | 129,081 | $16.1M |
| Compound Planning, Inc. | 0.42% | Add +7.1% | 128,848 | $16.1M |
| Three Cord True Wealth Management, LLC | 7.61% | Add +5.6% | 128,141 | $16.0M |
| Platform Wealth Management, LLC | 5.83% | — | 127,675 | $15.9M |
| Insight Wealth Strategies, LLC | 1.53% | Add +1.5% | 126,289 | $15.7M |
| Creative Financial Designs Inc. | 0.74% | Add +69.3% | 125,315 | $15.6M |
| Trilogy Capital Inc. | 0.61% | Add +4.2% | 125,203 | $15.6M |
| Capital Analysts, LLC | 0.36% | Add +7.4% | 125,025 | $15.6M |
| Porter White Investment Advisors, Inc. | 6.00% | Add +10.1% | 124,935 | $15.6M |
| L2 Asset Management, LLC | 1.60% | Reduce -47.7% | 123,740 | $15.4M |
| Lutz Financial Services LLC | 0.93% | Add +3.8% | 122,961 | $15.3M |
| Allworth Financial LP | 0.07% | Reduce -1.9% | 122,946 | $15.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +2.3% | 122,855 | $15.3M |
| Midwest Financial Group LLC | 5.35% | Add +4.0% | 122,270 | $15.3M |
| O'Connor Financial Group LLC | 5.38% | Reduce -5.0% | 121,866 | $15.2M |
| Bragg Financial Advisors, Inc | 0.41% | Add +16.9% | 121,517 | $15.2M |
| Argent Advisors, Inc. | 3.79% | Add +3.1% | 121,361 | $15.1M |
| WESPAC Advisors SoCal, LLC | 2.71% | Add +4.7% | 121,018 | $15.1M |
| Caliber Wealth Management, LLC / KS | 1.46% | Add +3.3% | 120,915 | $15.1M |
| Greater Midwest Financial Group, LLC | 7.51% | Reduce -0.3% | 120,736 | $15.1M |
| Atlanta Consulting Group Advisors, LLC | 2.37% | Add +32.1% | 120,060 | $15.0M |
| Advisor OS, LLC | 0.99% | Add +3.4% | 119,280 | $14.9M |
| Earned Wealth Advisors, LLC | 0.96% | Add +0.3% | 118,831 | $14.8M |
| Financial Futures Ltd Liability Co. | 5.62% | Add +1.1% | 118,369 | $14.8M |
| Mgo One Seven LLC | 0.24% | Reduce -0.0% | 118,182 | $14.7M |
| Moneco Advisors, LLC | 0.90% | Add +38.6% | 117,977 | $14.7M |
| Burk Holdings LLC | 5.40% | Add +8.7% | 117,087 | $14.6M |
| Silver Oak Securities, Incorporated | 0.88% | Reduce -1.6% | 116,734 | $14.6M |
| Gateway Wealth Partners, LLC | 0.86% | Reduce -46.6% | 115,160 | $14.4M |
| Private Wealth Management Group, LLC | 3.30% | Reduce -5.6% | 114,158 | $14.2M |
| Fortress Financial Group, LLC | 7.10% | Add +1706.0% | 113,902 | $14.2M |
| MJP Associates Inc. | 1.55% | Reduce -0.4% | 113,757 | $14.2M |
| Voisard Asset Management Group, Inc. | 2.68% | Add +1.9% | 113,368 | $14.1M |
| Ullmann Wealth Partners Group, LLC | 1.28% | Add +2.9% | 113,317 | $14.1M |
| Proathlete Wealth Management LLC | 3.47% | Reduce -1.3% | 112,496 | $14.0M |
| Commerce Bank | 0.06% | Add +16.9% | 112,347 | $14.0M |
| Venture Visionary Partners LLC | 0.39% | Add +5.6% | 111,243 | $13.9M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +11.5% | 110,571 | $13.8M |
| Waterfront Wealth Inc. | 2.13% | Add +5.4% | 111,127 | $13.8M |
| Legacy Edge Advisors, LLC | 1.26% | Add +5.0% | 110,273 | $13.8M |
| Visionary Horizons, LLC | 5.74% | Add +27.7% | 110,092 | $13.7M |
| Alliance Wealth Advisors, LLC | 5.46% | Add +3.1% | 109,482 | $13.7M |
| Family Wealth Partners, LLC | 4.18% | Add +5.5% | 109,213 | $13.6M |
| Regimen Wealth, LLC | 3.67% | Add +0.9% | 109,114 | $13.6M |
| Ancora Advisors LLC | 0.26% | Reduce -0.3% | 108,656 | $13.6M |
| Visionary Wealth Advisors | 0.53% | Add +71.3% | 107,612 | $13.4M |
| Arax Advisory Partners | 0.09% | Add +230.7% | 107,389 | $13.4M |
| Greenwich Wealth Management LLC | 0.49% | Add +1.6% | 107,107 | $13.4M |
| Cauble & Harre Wealth Management, Inc. | 10.72% | Add +1.1% | 107,080 | $13.4M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +1.6% | 107,050 | $13.4M |
| True Wealth Design, LLC | 3.16% | Add +10.8% | 106,378 | $13.3M |
| WealthCollab, LLC | 4.74% | Add +0.8% | 104,901 | $13.1M |
| Advisory Services Network, LLC | 0.15% | Add +0.7% | 104,035 | $13.0M |
| Shotwell Rutter Baer Inc | 7.09% | Reduce -2.6% | 103,556 | $12.9M |
| Dakota Wealth Management | 0.25% | Reduce -2.9% | 103,520 | $12.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.14% | Add +0.0% | 103,370 | $12.9M |
| Intelligence Driven Advisers, LLC | 2.04% | Reduce -0.7% | 100,750 | $12.6M |
| Centaurus Financial, Inc. | 0.49% | Add +0.6% | 100,652 | $12.6M |
| Nvest Wealth Strategies, Inc. | 7.86% | Add +2.0% | 100,202 | $12.5M |
| Wealthfront Advisers LLC | 0.02% | Add +23.5% | 100,036 | $12.5M |
| Elevation Point Wealth Partners, LLC | 0.23% | Reduce -2.6% | 99,752 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +9.9% | 96,689 | $12.1M |
| Physician Wealth Solutions Inc. | 4.57% | Add +3.6% | 96,685 | $12.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.30% | Add +0.6% | 96,555 | $12.0M |
| Austin Asset Management Co Inc | 1.71% | No change | 96,183 | $12.0M |
| Wedmont Private Capital | 0.33% | Add +23.0% | 96,086 | $11.9M |
| Foster & Motley Inc. | 0.54% | Add +1.2% | 94,547 | $11.8M |
| Beta Wealth Group, Inc. | 4.42% | Reduce -1.9% | 94,529 | $11.8M |
| Daymark Wealth Partners, LLC | 0.29% | Add +8.4% | 93,982 | $11.7M |
| Objectivity Squared, LLC | 6.60% | Reduce -21.7% | 93,956 | $11.7M |
| Dogwood Wealth Management LLC | 4.59% | Add +6.4% | 93,148 | $11.6M |
| Saxon Interests, Inc. | 3.16% | New | 91,806 | $11.5M |
| Collaborative Wealth Managment Inc. | 4.80% | Reduce -6.5% | 91,438 | $11.4M |
| BSW Wealth Partners | 1.26% | Reduce -1.2% | 90,770 | $11.3M |
| Pacific Life Fund Advisors LLC | 1.24% | Reduce -2.1% | 90,333 | $11.3M |
| Concord Wealth Partners | 1.29% | Add +1.4% | 90,194 | $11.3M |
| Cerro Pacific Wealth Advisors LLC | 2.54% | Reduce -5.2% | 90,060 | $11.2M |
| Bridgewealth Advisory Group, LLC | 2.12% | Add +9.0% | 89,988 | $11.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +13.9% | 89,950 | $11.2M |
| USAdvisors Wealth Management, LLC | 3.21% | Reduce -10.6% | 89,810 | $11.2M |
| SkyOak Wealth, LLC | 1.83% | Add +33.6% | 89,676 | $11.2M |
| Towneley Capital Management, Inc / DE | 2.19% | Reduce -5.9% | 89,555 | $11.2M |
| Mutual Advisors, LLC | 0.21% | Add +5.7% | 89,194 | $11.1M |
| Stratos Wealth Advisors, LLC | 0.61% | Add +5.6% | 88,970 | $11.1M |
| SPWM Advisors LLC | 10.24% | Reduce -2.0% | 88,407 | $11.1M |
| Cahill Financial Advisors Inc. | 1.06% | Add +1.1% | 88,790 | $11.1M |
| Ferguson Johnson Wealth Management Inc | 8.02% | Add +0.0% | 88,162 | $11.0M |
| Bayshore Asset Management, LLC | 3.91% | Add +0.4% | 87,799 | $11.0M |
| Cerity Partners LLC | 0.01% | Add +6.4% | 87,642 | $10.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 87,426 | $10.9M |
| Concord Asset Management, LLC | 1.68% | Reduce -1.0% | 86,904 | $10.8M |
| Equitable Holdings, Inc. | 0.06% | Add +74.1% | 86,680 | $10.8M |
| Kestra Investment Management, LLC | 0.21% | Reduce -36.8% | 85,683 | $10.7M |
| Quantinno Capital Management LP | 0.01% | Add +29.2% | 85,324 | $10.6M |
| Integrity Wealth Solutions LLC | 3.92% | Add +1.3% | 85,116 | $10.6M |
| Strategic Blueprint, LLC | 0.53% | Reduce -0.5% | 84,859 | $10.6M |
| Arcadia Wealth Management, Inc. | 4.99% | Add +1.5% | 83,881 | $10.5M |
| Prosperity Planning, Inc. | 3.33% | Add +4.4% | 83,175 | $10.4M |
| Trace Wealth Advisors, LLC | 6.76% | Add +1.9% | 82,839 | $10.3M |
| KPP Advisory Services LLC | 1.30% | Add +8.0% | 82,540 | $10.3M |
| JP Wealth Management, Inc. | 6.45% | Add +1.2% | 82,122 | $10.2M |
| HUB Investment Partners, LLC | 0.19% | Add +14.8% | 81,680 | $10.2M |
| Islay Capital Management, LLC | 4.81% | Add +8.0% | 81,666 | $10.2M |
| Liberty Capital Management, Inc. | 1.71% | — | 79,918 | $10.0M |
| HRT Financial LP | 0.02% | Add +2351.7% | 79,581 | $9.9M |
| IAM Advisory, LLC | 1.93% | Add +4.9% | 79,536 | $9.9M |
| Widmann Financial Services, Inc. | 5.29% | Add +1.8% | 79,100 | $9.9M |
| Oak Wealth Advisors LLC | 4.72% | Add +1.6% | 78,939 | $9.8M |
| Cloud Capital Management, LLC | 3.58% | Add +13.6% | 78,710 | $9.8M |
| Wilkerson Advisory Group LLC | 3.01% | Add +0.3% | 78,571 | $9.8M |
| Navalign, LLC | 2.28% | Reduce -1.6% | 78,452 | $9.8M |
| Greenspring Advisors, LLC | 0.54% | Reduce -4.0% | 78,388 | $9.8M |
| Planned Solutions, Inc. | 2.80% | Add +0.4% | 78,054 | $9.7M |
| Higgins & Schmidt Wealth Strategies LLC | 3.99% | Add +0.1% | 77,482 | $9.7M |
| Perigon Wealth Management, LLC | 0.15% | Add +4.7% | 77,369 | $9.7M |
| Sigma Planning Corp | 0.24% | Add +152.8% | 76,915 | $9.6M |
| Global Strategic Investment Solutions, LLC | 0.86% | Add +1.9% | 76,699 | $9.6M |
| Sanchez Levi Garrett | 5.11% | Add +5.5% | 75,406 | $9.4M |
| NCM Capital Management, LLC | 2.90% | Add +1.5% | 75,403 | $9.4M |
| Intergy Private Wealth, LLC | 2.16% | Reduce -0.2% | 74,913 | $9.3M |
| Elevate Wealth Advisory, Inc. | 5.29% | Add +7.3% | 74,255 | $9.3M |
| Yardley Wealth Management LLC | 4.14% | Reduce -0.2% | 73,057 | $9.1M |
| Diversified Portfolios, Inc. | 0.66% | Add +1.6% | 72,592 | $9.1M |
| Cascade Financial Partners, LLC | 0.78% | Add +17.0% | 72,006 | $9.0M |
| Tortoise Investment Management, LLC | 0.66% | Reduce -2.0% | 71,494 | $8.9M |
| First National Bank Sioux Falls | 2.44% | No change | 76,999 | $8.9M |
| Level Four Advisory Services, LLC | 0.25% | Add +24.4% | 71,391 | $8.9M |
| Quadcap Wealth Management, LLC | 0.86% | Add +19.9% | 70,785 | $8.8M |
| Midwest Heritage Bank, FSB | 2.50% | Add +0.9% | 70,755 | $8.8M |
| Torren Management, LLC | 4.48% | Reduce -1.8% | 70,658 | $8.8M |
| Western Wealth Management, LLC | 0.29% | Add +253.9% | 70,359 | $8.8M |
| Tillman Hartley LLC | 1.97% | Add +11.4% | 70,105 | $8.7M |
| Rainey & Randall Wealth Advisors Inc. | 1.25% | Add +0.2% | 69,876 | $8.7M |
| Rialto Wealth Management, LLC | 1.72% | Add +3.0% | 69,678 | $8.7M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -1.0% | 69,236 | $8.6M |
| Echo Wealth Management, LLC | 4.38% | Add +1.0% | 68,858 | $8.6M |
| DWM Financial Group, Inc. | 7.64% | — | 84,081 | $8.6M |
| Nicolet Bankshares Inc. | 0.27% | Add +19.4% | 69,097 | $8.6M |
| Fidelity D & D Bancorp Inc. | 2.93% | Add +11.0% | 68,542 | $8.6M |
| Golden Bell Financial Planning LLC | 6.26% | Reduce -1.1% | 68,260 | $8.5M |
| Argent Trust Co | 0.25% | Add +59.8% | 68,170 | $8.5M |
| WorthPointe, LLC | 2.14% | Add +3.5% | 68,100 | $8.5M |
| Stokes Family Office, LLC | 0.99% | Reduce -29.7% | 68,093 | $8.5M |
| Frontier Asset Management, LLC | 1.52% | New | 67,948 | $8.5M |
| SageView Advisory Group, LLC | 0.28% | Add +770.2% | 67,429 | $8.4M |
| Provident Wealth Management, LLC | 2.16% | Reduce -0.8% | 67,209 | $8.4M |
| BridgePort Financial Solutions, LLC | 2.12% | New | 66,873 | $8.3M |
| Pearl Planning LLC | 3.83% | Add +2.1% | 66,705 | $8.3M |
| Plum Street Advisors, LLC | 2.63% | Add +3.6% | 66,121 | $8.2M |
| White Pine Investment CO | 1.76% | Add +1.4% | 66,063 | $8.2M |
| Carr Financial Group Corp | 1.87% | Add +25.9% | 65,180 | $8.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Add +63.2% | 64,628 | $8.1M |
| BlueStem Wealth Partners, LLC | 0.80% | Reduce -1.4% | 64,427 | $8.0M |
| Vawter Financial, Ltd. | 3.02% | Add +6.2% | 64,214 | $8.0M |
| Axxcess Wealth Management, LLC | 0.12% | New | 62,845 | $7.8M |
| BlackRock, Inc. | 0.00% | Add +74.6% | 62,633 | $7.8M |
| Freestate Advisors LLC | 5.84% | Reduce -0.6% | 62,615 | $7.8M |
| Bull Oak Capital, LLC | 2.58% | Add +72.5% | 62,014 | $7.7M |
| Sterneck Capital Management, LLC | 3.31% | Reduce -0.7% | 61,958 | $7.7M |
| ATLas Financial Planning LLC | 6.27% | Add +9.1% | 61,958 | $7.7M |
| EnRich Financial Partners LLC | 1.83% | Add +11.6% | 61,876 | $7.7M |
| Relyea Zuckerberg Hanson LLC | 0.64% | Add +3.6% | 61,542 | $7.7M |
| ERn Financial, LLC | 1.27% | Reduce -0.5% | 61,310 | $7.6M |
| Tiaa Trust, National Association | 0.45% | Reduce -8.7% | 60,837 | $7.6M |
| Benningfield Financial Advisors, LLC | 5.59% | Reduce -1.8% | 60,498 | $7.5M |
| Navigoe, LLC | 3.95% | Add +3.1% | 60,499 | $7.5M |
| Platt Wealth Management LLC | 5.99% | Add +1.4% | 59,705 | $7.4M |
| Wright Wealth LLC | 4.46% | Add +1.1% | 59,505 | $7.4M |
| Southern Capital Services Inc. | 4.06% | Add +3.2% | 57,962 | $7.2M |
| Proactive Wealth Strategies LLC | 1.15% | Add +19.4% | 57,654 | $7.2M |
| Capstone Wealth Management, LLC | 3.32% | Add +0.0% | 57,399 | $7.2M |
| Sensenig Capital Advisors, Inc | 6.55% | Reduce -0.6% | 57,324 | $7.2M |
| PCG Wealth Advisors, LLC | 1.60% | Reduce -2.5% | 57,318 | $7.2M |
| Northland Capital Management LLC | 3.85% | Add +3.0% | 57,266 | $7.1M |
| Accredited Investor Services, LLC | 4.03% | Add +1.8% | 57,154 | $7.1M |
| Community Bank, N.A. | 0.77% | Reduce -0.5% | 56,923 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +27.9% | 56,925 | $7.1M |
| Cooper Financial Group | 0.59% | Reduce -28.9% | 56,664 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -4.3% | 56,660 | $7.1M |
| Larch Capital Partners LLC | 1.01% | New | 56,400 | $7.0M |
| Copper Harbor Investment Advisors, LLC | 1.49% | — | 56,340 | $7.0M |
| Westside Investment Management, Inc. | 0.92% | Add +0.2% | 56,271 | $7.0M |
| Kooman & Associates | 1.88% | New | 56,122 | $7.0M |
| DeLarme Wealth Management, Inc. | 4.02% | Reduce -3.6% | 55,522 | $6.9M |
| Oppenheimer & Co. Inc. | 0.07% | Add +5.9% | 55,490 | $6.9M |
| Castle Wealth Management LLC | 2.05% | Add +0.8% | 55,342 | $6.9M |
| Team Financial Group, LLC | 2.91% | Reduce -3.3% | 54,868 | $6.8M |
| Jackson Thornton Wealth Management, LLC | 0.54% | Reduce -4.1% | 54,775 | $6.8M |
| Trailhead Planners LLC | 6.61% | Reduce -11.3% | 54,765 | $6.8M |
| AllGen Financial Advisors, Inc. | 1.49% | Reduce -2.5% | 54,610 | $6.8M |
| CoreFirst Bank & Trust | 3.36% | Add +0.2% | 54,198 | $6.8M |
| CVA Family Office, LLC | 0.61% | Add +0.1% | 53,906 | $6.7M |
| Maridea Wealth Management LLC | 0.73% | Add +2.9% | 53,728 | $6.7M |
| Verde Capital Management | 1.23% | New | 53,246 | $6.6M |
| Brookstone Capital Management | 0.07% | Reduce -52.8% | 52,882 | $6.6M |
| Bravera Wealth | 2.52% | Add +5.3% | 52,660 | $6.6M |
| Independent Advisor Alliance | 0.15% | Reduce -86.8% | 52,364 | $6.5M |
| Seed Wealth Management, Inc. | 4.11% | Add +5.5% | 52,085 | $6.5M |
| Orion Capital Management LLC | 2.00% | Add +6.2% | 51,585 | $6.4M |
| Sylvest Advisors, LLC | 2.82% | Add +5.8% | 50,151 | $6.3M |
| LexAurum Advisors, LLC | 0.72% | Add +19.9% | 50,017 | $6.2M |
| Pacific Asset Management, LLC | 3.05% | Add +2.5% | 49,831 | $6.2M |
| Financial Plan, Inc. | 0.58% | Add +0.7% | 48,709 | $6.1M |
| Bauman Advisory Group, LLC | 3.20% | Add +11.7% | 48,501 | $6.1M |
| First Horizon Corp. | 0.23% | Add +36.5% | 47,920 | $6.0M |
| Andrews Advisory Associates, LLC | 2.87% | Reduce -0.3% | 47,822 | $6.0M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -18.4% | 47,809 | $6.0M |
| Qube Research & Technologies Ltd | 0.01% | New | 47,706 | $6.0M |
| Renaissance Technologies | 0.01% | Reduce -18.9% | 47,692 | $6.0M |
| Keybank National Association | 0.02% | New | 47,481 | $5.9M |
| Kane Co Wealth Management, Inc. | 4.49% | Reduce -4.5% | 47,436 | $5.9M |
| Lantern Wealth Advisors, LLC | 2.70% | Reduce -4.8% | 47,327 | $5.9M |
| Telos Capital Management, Inc. | 0.51% | Add +1.3% | 46,767 | $5.8M |
| Greenup Street Wealth Management LLC | 0.71% | Reduce -63.5% | 46,582 | $5.8M |
| Brady Martz Wealth Solutions, LLC | 0.87% | Reduce -3.5% | 46,211 | $5.8M |
| Aspire Capital Advisors LLC | 1.10% | Add +4.0% | 45,096 | $5.6M |
| Bank of New Hampshire | 1.17% | Add +16.9% | 45,053 | $5.6M |
| Code Waechter LLC | 2.89% | New | 44,804 | $5.6M |
| Larson Financial Group LLC | 0.15% | Add +6.3% | 44,142 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -0.2% | 43,980 | $5.5M |
| Stone Summit Wealth LLC | 1.39% | Add +0.3% | 43,877 | $5.5M |
| ForthRight Wealth Management, LLC | 1.37% | Reduce -3.2% | 42,827 | $5.3M |
| First Nebraska Trust Co | 0.43% | Add +5.8% | 42,827 | $5.3M |
| Equita Financial Network, Inc. | 1.48% | Reduce -1.5% | 42,731 | $5.3M |
| Clifford Group, LLC | 3.68% | New | 42,687 | $5.3M |
| Mayfair Advisory Group, LLC | 1.60% | Add +1.7% | 42,274 | $5.3M |
| Vista Investment Partners LLC | 1.33% | Add +92.9% | 42,233 | $5.3M |
| Rubicon Advisors, GP | 3.82% | Reduce -32.8% | 42,042 | $5.2M |
| McCartney Wealth Management LLC | 3.96% | Add +2.5% | 41,841 | $5.2M |
| Aprio Wealth Management, LLC | 0.26% | Reduce -1.4% | 41,572 | $5.2M |
| Cherry Tree Wealth Management, LLC | 0.97% | Add +15.4% | 41,430 | $5.2M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +235.0% | 41,272 | $5.1M |
| World Investment Advisors | 0.09% | Reduce -1.0% | 46,252 | $5.1M |
| Mosaic Family Wealth Partners, LLC | 0.35% | Add +166.8% | 40,913 | $5.1M |
| SC&H Financial Advisors, Inc. | 0.68% | Add +0.7% | 40,882 | $5.1M |
| Davidson Kahn Capital Management, LLC | 2.19% | Add +22.5% | 40,780 | $5.1M |
| MOR Wealth Management, LLC | 2.01% | Add +9.1% | 40,523 | $5.1M |
| Tandemgrowth Financial Advisors LLC | 4.13% | Add +11.0% | 40,501 | $5.1M |
| Carter Financial Group, INC. | 2.62% | Add +1593.1% | 40,465 | $5.0M |
| Intrua Financial, LLC | 0.48% | Add +40.7% | 40,370 | $5.0M |
| Summit Financial, LLC | 0.06% | Add +9.3% | 40,284 | $5.0M |
| Uptick Partners, LLC | 0.77% | Add +10.6% | 39,737 | $5.0M |
| Nkcfo LLC | 1.49% | Add +2.0% | 39,450 | $4.9M |
| Cibc World Market Inc. | 0.01% | Add +44.4% | 39,354 | $4.9M |
| Curio Wealth, LLC | 1.52% | Add +3.9% | 39,290 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +11.6% | 39,147 | $4.9M |
| Ballast Financial Advisors LLC | 4.42% | Reduce -1.8% | 39,110 | $4.9M |
| Bison Wealth, LLC | 0.45% | Add +4.0% | 39,244 | $4.9M |
| Flywheel Private Wealth LLC | 2.39% | Add +4.3% | 38,944 | $4.9M |
| Lauterbach Financial Advisors, LLC | 2.08% | Add +11.1% | 38,696 | $4.8M |
| Sax Wealth Advisors, LLC | 0.20% | Reduce -17.2% | 43,666 | $4.8M |
| Hoxton Planning & Management, LLC | 1.25% | Add +1356.3% | 38,272 | $4.8M |
| PFC Capital Group, Inc. | 1.83% | Add +2.1% | 38,129 | $4.8M |
| Premier Path Wealth Partners, LLC | 0.55% | Add +26.8% | 38,041 | $4.7M |
| IMA Advisory Services, Inc. | 0.30% | Add +1.5% | 37,981 | $4.7M |
| Fidelis Capital Partners, LLC | 0.27% | Add +6.6% | 37,976 | $4.7M |
| Fifth Third Securities, Inc. | 0.27% | Add +11.2% | 37,884 | $4.7M |
| BFI Wealth Solutions, LLC | 3.48% | Add +437.8% | 37,644 | $4.7M |
| Harbour Investments, Inc. | 0.06% | Reduce -0.3% | 37,484 | $4.7M |
| Cozad Asset Management Inc. | 0.30% | Add +16.4% | 37,158 | $4.6M |
| Evanson Financial, LLC | 0.23% | — | 36,859 | $4.6M |
| Parkwoods Wealth Partners, LLC | 0.73% | Add +65.9% | 36,609 | $4.6M |
| Courier Capital LLC | 0.23% | Add +1.0% | 36,522 | $4.6M |
| Main Street Financial Solutions, LLC | 0.29% | New | 36,508 | $4.6M |
| IF Advisors, LLC | 2.98% | Add +9.4% | 36,284 | $4.5M |
| Arbor Wealth Advisors LLC | 2.76% | Add +20.4% | 36,134 | $4.5M |
| Friday Financial | 1.20% | Add +19.0% | 36,362 | $4.5M |
| Avant Financial Advisors LLC | 2.78% | Add +1.9% | 35,819 | $4.5M |
| Dopkins Wealth Management, LLC | 1.61% | Add +1.0% | 35,537 | $4.4M |
| IHT Wealth Management, LLC | 0.09% | Add +13.7% | 35,297 | $4.4M |
| Generations Wealth, LLC | 4.12% | Reduce -26.1% | 34,778 | $4.3M |
| DBK Financial Counsel, LLC | 3.63% | Reduce -11.0% | 34,656 | $4.3M |
| Onyx Bridge Wealth Group LLC | 0.38% | Add +3.5% | 34,284 | $4.3M |
| Cornerstone Advisory, LLC | 0.35% | Add +60.7% | 34,018 | $4.2M |
| Lam Group, Inc. | 2.10% | Reduce -1.1% | 33,855 | $4.2M |
| Global Retirement Partners, LLC | 0.06% | — | 33,826 | $4.2M |
| ProVise Management Group, LLC | 0.28% | Reduce -47.9% | 33,721 | $4.2M |
| Steelhead Wealth Management LLC | 1.68% | Reduce -18.6% | 33,500 | $4.2M |
| Passive Capital Management, LLC. | 1.30% | Reduce -8.9% | 40,711 | $4.2M |
| Sculati Wealth Management, LLC | 1.38% | Add +1.6% | 33,058 | $4.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.67% | Reduce -4.8% | 33,214 | $4.1M |
| McLean Asset Management Corp | 0.55% | Reduce -10.0% | 33,024 | $4.1M |
| Sentinel Pension Advisors, LLC | 0.53% | Add +6.4% | 32,498 | $4.1M |
| Troutman Wealth Management, LLC | 3.13% | Add +1.1% | 32,574 | $4.1M |
| Silver Oak Wealth Advisors Services, LLC | 2.42% | Reduce -7.0% | 32,452 | $4.0M |
| Hudson Oak Wealth Advisory LLC | 3.09% | Reduce -3.5% | 32,134 | $4.0M |
| Faithward Advisors, LLC | 0.49% | Add +2.0% | 31,878 | $4.0M |
| Aptus Capital Advisors, LLC | 0.03% | Add +3.6% | 31,795 | $4.0M |
| Herold Advisors, Inc. | 0.78% | Add +5.8% | 31,860 | $4.0M |
| Fortis Capital Management LLC | 0.45% | Reduce -3.5% | 31,722 | $4.0M |
| Broadway Wealth Solutions, Inc. | 1.85% | Add +2.4% | 31,714 | $4.0M |
| Emprise Bank | 1.46% | Reduce -0.5% | 31,708 | $4.0M |
| Modera Wealth Management, LLC | 0.04% | Add +88.8% | 31,604 | $3.9M |
| Altar Rock LLC | 5.74% | Add +0.5% | 31,470 | $3.9M |
| Heritage Wealth Management, Inc. | 0.97% | Add +1.2% | 31,256 | $3.9M |
| CoreCap Advisors, LLC | 0.11% | Add +17.4% | 31,179 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +6.9% | 30,908 | $3.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +67.6% | 30,871 | $3.9M |
| JDH Wealth Management, LLC | 2.34% | Reduce -2.9% | 30,806 | $3.8M |
| True North Advisors, LLC | 0.36% | New | 30,570 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -9.6% | 30,550 | $3.8M |
| Holcombe Financial, Inc. | 2.14% | Add +4.2% | 30,396 | $3.8M |
| Apollon Financial, LLC | 0.45% | Add +11.9% | 30,217 | $3.8M |
| Fifth Third Wealth Advisors LLC | 0.11% | Reduce -0.4% | 30,185 | $3.8M |
| EJMK Ventures LLC | 1.71% | Add +39.6% | 30,131 | $3.8M |
| L.K. Benson & Company, P.C. | 1.13% | Reduce -0.4% | 29,926 | $3.7M |
| Austin Wealth Management, LLC | 0.79% | Add +7.9% | 29,743 | $3.7M |
| Bank of Nova Scotia | 0.01% | Reduce -18.4% | 29,490 | $3.7M |
| CAP Partners, LLC | 1.79% | Add +3.4% | 29,317 | $3.7M |
| Level Financial Advisors | 0.81% | Reduce -1.4% | 29,189 | $3.6M |
| Paragon Advisors, LLC | 0.76% | Add +7.5% | 29,126 | $3.6M |
| Stegent Equity Advisors, Inc. | 2.59% | Add +9.8% | 28,961 | $3.6M |
| Auxano Advisors, LLC | 0.68% | Add +20.4% | 28,898 | $3.6M |
| Sovran Advisors, LLC | 0.27% | Add +136.4% | 28,383 | $3.6M |
| Centennial Wealth Advisory LLC | 0.77% | Add +8.0% | 28,680 | $3.6M |
| New England Private Wealth Advisors LLC | 0.34% | Add +1.1% | 28,359 | $3.6M |
| Canvas Wealth Advisors, LLC | 0.48% | Reduce -2.9% | 27,854 | $3.5M |
| StoneX Group Inc. | 0.14% | Add +21.7% | 27,848 | $3.5M |
| XY Planning Network, Inc. | 0.43% | Add +20.3% | 27,600 | $3.4M |
| Haven Private, LLC | 1.29% | Add +5.5% | 27,292 | $3.4M |
| Clarus Group, Inc. | 1.15% | Reduce -3.0% | 27,192 | $3.4M |
| Heritage Wealth Management, Inc. | 1.68% | Add +3.0% | 27,009 | $3.4M |
| First Manhattan Co. Llc. | 0.01% | No change | 26,855 | $3.4M |
| Gibraltar Capital Management, Inc. | 0.52% | Add +9.3% | 26,790 | $3.3M |
| RDA Financial Network | 0.73% | Add +3.2% | 26,732 | $3.3M |
| Clearstead Advisors, LLC | 0.03% | Reduce -38.7% | 26,684 | $3.3M |
| Bokf, NA | 0.05% | Add +33.1% | 26,527 | $3.3M |
| Leading Edge Financial Planning LLC | 0.59% | Add +16.6% | 26,447 | $3.3M |
| Etesian Wealth Advisors, Inc. | 0.97% | Add +3.7% | 26,417 | $3.3M |
| Milestone Asset Management Group, LLC | 1.66% | Add +5.2% | 26,367 | $3.3M |
| Alpha Financial Advisors, LLC | 0.91% | Reduce -1.0% | 26,212 | $3.3M |
| Versant Capital Management, Inc | 0.29% | Add +0.0% | 26,143 | $3.3M |
| Tranquility Partners, LLC | 1.11% | Reduce -2.5% | 25,899 | $3.2M |
| Atala Financial Inc | 1.95% | Add +6.0% | 25,726 | $3.2M |
| Paragon Capital Management Ltd | 0.61% | Add +3.3% | 25,603 | $3.2M |
| Heron Bay Capital Management | 0.29% | Add +184.2% | 25,444 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +2.4% | 25,307 | $3.2M |
| Aerodigm Wealth, LLC | 1.07% | Reduce -1.5% | 25,242 | $3.1M |
| RFG Advisory, LLC | 0.05% | Reduce -36.7% | 25,214 | $3.1M |
| Meadow Creek Wealth Advisors LLC | 1.91% | Add +3.3% | 25,026 | $3.1M |
| United Advisor Group, LLC | 0.33% | New | 24,607 | $3.1M |
| Baker Tilly Wealth Management, LLC | 0.66% | Add +10.8% | 24,555 | $3.1M |
| Sequent Asset Management, LLC | 1.28% | Add +20.8% | 24,324 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 24,300 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.59% | Add +1082.1% | 24,268 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +58.9% | 24,193 | $3.0M |
| Pasadena Private Wealth, LLC | 0.39% | Reduce -6.5% | 24,184 | $3.0M |
| Fiduciary Advisors, Inc. | 2.03% | Add +6.0% | 24,132 | $3.0M |
| Asset One Wealth Management LLC | 0.31% | Add +1.3% | 23,792 | $3.0M |
| Continuum Advisory, LLC | 0.24% | Add +44.4% | 23,571 | $2.9M |
| FMB Wealth Management | 1.07% | No change | 23,373 | $2.9M |
| First Community Trust NA | 1.31% | No change | 23,216 | $2.9M |
| Cardiff Park Advisors, LLC | 0.22% | Reduce -6.8% | 23,206 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +4.3% | 22,655 | $2.8M |
| Kovack Advisors, Inc. | 0.14% | Add +810.0% | 22,578 | $2.8M |
| Ariadne Wealth Management, LP | 1.23% | Add +1.2% | 22,325 | $2.8M |
| Squire Investment Management Company, LLC | 0.67% | Reduce -4.3% | 22,285 | $2.8M |
| Kachkovsky & Fisher, Inc. | 2.67% | — | 22,266 | $2.8M |
| Clear Creek Financial Management, LLC | 0.18% | Add +2.2% | 22,106 | $2.8M |
| Refined Wealth Management | 1.65% | Add +0.8% | 21,939 | $2.7M |
| Centerpoint Advisory Group | 1.73% | Add +4.5% | 21,837 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +275.6% | 21,449 | $2.7M |
| Principal Securities, Inc. | 0.03% | Add +1.2% | 21,236 | $2.6M |
| Abacus Planning Group, Inc. | 0.33% | Add +4.8% | 21,225 | $2.6M |
| HBE Wealth Management, LLC | 1.89% | Reduce -1.0% | 21,037 | $2.6M |
| Focus Financial Network, Inc. | 0.08% | Add +6.6% | 20,709 | $2.6M |
| Cogent Strategic Wealth LLC | 2.46% | Reduce -7.9% | 20,690 | $2.6M |
| Asset Dedication, LLC | 0.16% | Reduce -5.3% | 20,271 | $2.5M |
| Kintra Wealth, LLC | 0.13% | New | 19,750 | $2.5M |
| 55 North Private Wealth, LLC | 0.50% | Reduce -1.1% | 20,243 | $2.5M |
| National Bank of Canada | 0.00% | Add +27.9% | 20,077 | $2.5M |
| Cornerstone Management, Inc. | 0.36% | Reduce -10.9% | 19,883 | $2.5M |
| FMR LLC | 0.00% | Add +11.3% | 19,788 | $2.5M |
| Seeds Investor LLC | 0.25% | Add +15.1% | 19,611 | $2.4M |
| ORBA Wealth Advisors, L.L.C. | 2.07% | Reduce -0.7% | 19,385 | $2.4M |
| Insight Wealth Partners, LLC | 0.32% | Add +5.8% | 19,384 | $2.4M |
| Fortitude Family Office, LLC | 0.47% | Reduce -7.9% | 19,357 | $2.4M |
| Guidance Capital, Inc. | 0.51% | Reduce -8.3% | 18,988 | $2.4M |
| Motco | 0.20% | Add +3.7% | 19,188 | $2.4M |
| Legacy Capital Wealth Partners, LLC | 0.46% | Add +2.4% | 19,118 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -1.2% | 19,106 | $2.4M |
| Maimon Wealth Management LTD. | 1.82% | Add +2.8% | 18,910 | $2.4M |
| Ironwood Financial, llc | 0.37% | Add +4.0% | 18,908 | $2.3M |
| CRA Financial Services, LLC | 0.27% | Add +2.1% | 18,772 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Add +35.5% | 18,680 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 0.70% | Reduce -0.1% | 18,617 | $2.3M |
| Hardin Capital Partners, LLC | 1.07% | Add +6.1% | 18,426 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +21.4% | 18,343 | $2.3M |
| Spartan Wealth Advisory Services LLC | 0.19% | Add +3.2% | 18,308 | $2.3M |
| Networth Advisors, LLC | 1.32% | New | 18,244 | $2.3M |
| Cypress Point Wealth Management, LLC | 0.46% | Reduce -3.0% | 18,109 | $2.3M |
| Fisher Asset Management | 0.00% | Add +853.3% | 18,055 | $2.3M |
| Belpointe Asset Management LLC | 0.07% | Add +44.8% | 17,833 | $2.2M |
| Jacobi Capital Management LLC | 0.11% | Add +4.6% | 17,787 | $2.2M |
| Beacon Financial Group | 0.20% | Reduce -1.6% | 17,489 | $2.2M |
| Factor Wealth Management LTD | 0.33% | Reduce -8.3% | 17,438 | $2.2M |
| Maia Wealth LLC | 0.32% | Add +34.8% | 17,240 | $2.2M |
| Armbruster Capital Management, Inc. | 0.32% | Reduce -16.5% | 17,178 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +3.0% | 17,151 | $2.1M |
| Rockwood Wealth Management, LLC | 0.14% | Add +3.0% | 17,148 | $2.1M |
| Independence Bank of Kentucky | 0.24% | Reduce -4.1% | 17,134 | $2.1M |
| Nixon Peabody Trust Co. | 0.15% | Reduce -4.0% | 16,664 | $2.1M |
| SVB Wealth LLC | 0.13% | Add +4.3% | 16,658 | $2.1M |
| Puff Wealth Management, LLC | 2.10% | — | 16,481 | $2.1M |
| Uniting Wealth Partners, LLC | 0.42% | Reduce -4.0% | 16,474 | $2.1M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -4.5% | 16,385 | $2.0M |
| Tower Wealth Partners, Inc. | 1.00% | Add +9.1% | 16,292 | $2.0M |
| Advisor Resource Council | 0.68% | Add +15.3% | 16,400 | $2.0M |
| Sachetta, LLC | 0.98% | Add +4.7% | 16,208 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +154.3% | 16,197 | $2.0M |
| MW Advisory, LLC | 0.79% | — | 15,793 | $2.0M |
| Sheets Smith Wealth Management | 0.20% | Add +31.0% | 15,745 | $2.0M |
| First Citizens Asset Management, Inc. | 0.62% | Add +1.8% | 15,663 | $2.0M |
| CWA Asset Management Group, LLC | 0.06% | Add +1.7% | 15,638 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.0% | 15,625 | $1.9M |
| Approach Retirement Advisors, LLC | 1.41% | Add +2.7% | 15,534 | $1.9M |
| Goldstone Financial Group, LLC | 0.18% | Reduce -3.7% | 15,525 | $1.9M |
| TPG Advisors LLC | 1.05% | Add +3.1% | 15,357 | $1.9M |
| Nuveen, LLC | 0.00% | New | 15,258 | $1.9M |
| Frankly Finances, LLC | 1.50% | Add +1.1% | 15,214 | $1.9M |
| Peak Planning Group, LLC | 0.43% | Add +1.7% | 15,149 | $1.9M |
| BigSur Wealth Management LLC | 0.45% | Reduce -1.3% | 15,077 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -28.6% | 14,944 | $1.9M |
| Integris Wealth Management, LLC | 0.37% | Add +9.4% | 14,856 | $1.9M |
| TrustWell Financial Advisors, LLC | 1.57% | New | 14,837 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +300.5% | 45,388 | $1.9M |
| Johnson Investment Counsel Inc. | 0.01% | Add +134.3% | 14,823 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Add +11.9% | 14,738 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 14,705 | $1.8M |
| Equity Wealth Partners, LLC | 0.66% | Reduce -2.6% | 14,668 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +11.0% | 14,604 | $1.8M |
| RVW Wealth, LLC | 0.12% | Reduce -3.8% | 14,538 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.44% | Add +13.6% | 14,500 | $1.8M |
| Flaharty Asset Management, LLC | 2.59% | Reduce -92.9% | 14,622 | $1.8M |
| Stonebridge Financial Group, LLC / MO | 1.19% | Add +14.0% | 14,320 | $1.8M |
| Entrewealth, LLC | 0.66% | Add +18.1% | 14,065 | $1.8M |
| Signature Equity Partners, LLC | 0.81% | Reduce -0.4% | 14,199 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -4.5% | 14,145 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +5.2% | 14,100 | $1.8M |
| Almanack Investment Partners, LLC. | 0.22% | No change | 14,010 | $1.7M |
| GEM Asset Management, LLC | 0.68% | Add +1.5% | 13,907 | $1.7M |
| Transcendent Capital Group LLC | 0.67% | Reduce -0.2% | 13,892 | $1.7M |
| KWB Wealth | 0.15% | Add +2.1% | 13,888 | $1.7M |
| John A. Wolfe & Associates, Inc. | 2.33% | Reduce -2.5% | 13,549 | $1.7M |
| Lifetime Wealth Management P.C. | 0.99% | Add +0.3% | 13,405 | $1.7M |
| Clark Asset Management, LLC | 0.13% | Reduce -9.0% | 13,395 | $1.7M |
| Seaside Wealth Management, Inc. | 0.41% | Reduce -6.2% | 13,334 | $1.7M |
| Forum Financial Management, LP | 0.02% | Reduce -2.9% | 13,114 | $1.6M |
| Kaufman Rossin Wealth, LLC | 0.78% | Reduce -0.9% | 13,277 | $1.6M |
| HBW Advisory Services LLC | 0.15% | Add +73.0% | 13,077 | $1.6M |
| Claro Advisors Inc. | 0.17% | Add +3.8% | 13,053 | $1.6M |
| NorthRock Partners, LLC | 0.02% | Reduce -3.2% | 13,018 | $1.6M |
| Victory Financial Group, LLC | 0.17% | Add +10.7% | 12,952 | $1.6M |
| Traphagen Investment Advisors LLC | 0.12% | Reduce -11.5% | 12,916 | $1.6M |
| Value Investment Professionals, LLC | 1.35% | New | 12,915 | $1.6M |
| CGC Financial Services, LLC | 0.36% | Add +19.5% | 12,910 | $1.6M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.1% | 12,829 | $1.6M |
| Gradient Capital Advisors, LLC | 0.37% | Reduce -2.4% | 12,667 | $1.6M |
| Tortuga Wealth Management, Inc | 1.20% | Add +3.5% | 12,631 | $1.6M |
| PFG Investments, LLC | 0.06% | Add +1.3% | 12,607 | $1.6M |
| WMS Group LLC | 1.98% | Add +1.4% | 12,274 | $1.5M |
| Prosperity Financial Group, Inc. | 0.46% | Add +5.1% | 11,964 | $1.5M |
| Harbor Asset Planning, Inc. | 1.12% | Add +2.5% | 11,958 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +75.3% | 11,950 | $1.5M |
| Longview Financial Advisors, Inc. | 0.86% | Reduce -0.1% | 11,838 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +201.1% | 11,834 | $1.5M |
| North Star Asset Management Inc. | 0.06% | Reduce -2.9% | 11,781 | $1.5M |
| Mattern Capital Management, LLC | 0.17% | Add +42.9% | 11,671 | $1.5M |
| JNBA Financial Advisors | 0.11% | Add +0.6% | 11,622 | $1.4M |
| Trajan Wealth LLC | 0.05% | Reduce -0.8% | 11,601 | $1.4M |
| Del-Sette Capital Management, LLC | 0.83% | Reduce -83.4% | 11,376 | $1.4M |
| Financial Architects, LLC | 0.67% | Reduce -2.7% | 11,280 | $1.4M |
| Johnson Financial Group, LLC | 0.08% | New | 11,245 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +9.3% | 11,116 | $1.4M |
| Crosspoint Financial, LLC | 3.17% | Reduce -14.6% | 11,108 | $1.4M |
| Foundry Financial LLC | 0.47% | Add +2.3% | 11,068 | $1.4M |
| Portside Wealth Group, LLC | 0.16% | Add +11.3% | 10,955 | $1.4M |
| San Luis Wealth Advisors LLC | 0.20% | Reduce -7.8% | 10,797 | $1.3M |
| Northeast Planning Associates, Inc. / NH / | 1.00% | New | 11,523 | $1.3M |
| CENTRAL TRUST Co | 0.02% | Add +1229.2% | 10,727 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.75% | Add +31.4% | 10,647 | $1.3M |
| CSS LLC | 0.18% | Reduce -42.0% | 10,429 | $1.3M |
| Beaumont Asset Management, L.L.C. | 0.50% | New | 10,294 | $1.3M |
| Denver Wealth Management, Inc. | 0.36% | Reduce -18.0% | 10,162 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 10,121 | $1.3M |
| Symphony Financial Services, Inc. | 0.57% | New | 10,115 | $1.3M |
| Fortune Financial Advisors, LLC | 0.54% | Add +12.3% | 10,062 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 9,964 | $1.2M |
| Vistica Wealth Advisors, LLC | 1.07% | Add +0.0% | 9,934 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +47.0% | 9,932 | $1.2M |
| Middleton & Co. Inc. | 0.13% | Add +7.8% | 9,899 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +31.7% | 9,836 | $1.2M |
| Vines Capital Management, LLC | 1.01% | Add +15.0% | 9,829 | $1.2M |
| Tyche Wealth Partners LLC | 0.17% | Add +5.5% | 9,754 | $1.2M |
| Aspen Capital Management, LLC | 0.27% | No change | 9,752 | $1.2M |
| Clark Wealth Partners | 0.68% | Add +911.6% | 9,701 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | New | 9,597 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -78.0% | 9,593 | $1.2M |
| Convergence Financial, LLC | 0.10% | Add +135.4% | 9,592 | $1.2M |
| MN Wealth Advisors, LLC | 0.51% | Add +11.1% | 9,553 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | Add +31.6% | 9,420 | $1.2M |
| Atlas Brown,Inc. | 0.32% | New | 9,414 | $1.2M |
| Citadel Advisors | 0.00% | Add +18.3% | 9,398 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | New | 9,318 | $1.2M |
| West Wealth Group, LLC | 0.19% | Reduce -1.6% | 9,280 | $1.2M |
| Carolina Wealth Management Inc | 0.53% | — | 9,222 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -3.2% | 9,153 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.65% | Reduce -13.3% | 9,149 | $1.1M |
| Strategic Advisors LLC | 0.25% | Reduce -13.4% | 9,038 | $1.1M |
| marrick wealth, LLC | 0.80% | Add +0.3% | 9,001 | $1.1M |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.8% | 8,917 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.77% | Add +7.2% | 8,858 | $1.1M |
| Capital Wealth Alliance, LLC | 0.51% | Add +2.5% | 8,829 | $1.1M |
| Morey & Quinn Wealth Partners, LLC | 0.69% | Reduce -1.8% | 8,660 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -6.8% | 8,640 | $1.1M |
| Harbour Investment Management LLC | 0.56% | Reduce -3.4% | 8,621 | $1.1M |
| Curi Capital, LLC | 0.02% | Reduce -14.5% | 8,620 | $1.1M |
| Tenon Financial LLC | 0.34% | Add +4.3% | 8,579 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.5% | 8,574 | $1.1M |
| IFG Advisory, LLC | 0.04% | Add +19372.7% | 8,568 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.65% | Add +4.4% | 8,366 | $1.0M |
| Klingman & Associates, LLC | 0.04% | Add +0.3% | 8,332 | $1.0M |
| Private Trust Co. NA | 0.08% | Add +33.4% | 8,322 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +25.5% | 8,316 | $1.0M |
| First Financial Corp. | 0.36% | Reduce -3.0% | 8,312 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -11.5% | 8,299 | $1.0M |
| Indivisible Partners | 0.06% | Reduce -81.4% | 8,275 | $1.0M |
| Exit Wealth Advisors, LLC. | 0.47% | Add +295.0% | 8,267 | $1.0M |
| REDW Wealth LLC | 0.37% | Reduce -10.9% | 8,196 | $1.0M |
| Corus Family Wealth Advisors | 0.70% | Add +4.2% | 8,097 | $1.0M |
| Caprock Group, LLC | 0.02% | New | 7,918 | $988K |
| Cypress Financial Planning LLC | 0.24% | New | 7,832 | $977K |
| KMG Fiduciary Partners, LLC | 0.09% | Add +1.6% | 7,807 | $974K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.1% | 7,782 | $971K |
| Prospera Capital Management, LLC | 0.30% | Add +7.1% | 7,820 | $968K |
| Regions Financial Corp. | 0.01% | No change | 7,741 | $966K |
| Kings Path Partners LLC | 0.26% | Add +4.9% | 7,702 | $961K |
| Cambridge Financial Group, LLC | 0.30% | Reduce -0.9% | 7,660 | $956K |
| Wealth Enhancement Trust Services, Inc. | 0.11% | Add +1185.4% | 7,648 | $954K |
| Northern Trust Corp. | 0.00% | Add +1.3% | 7,580 | $946K |
| Opal Wealth Advisors, LLC | 0.20% | Reduce -10.3% | 7,575 | $945K |
| Camarda Financial Advisors, LLC | 0.28% | Add +1.5% | 7,481 | $933K |
| ProCore Advisors, LLC | 1.15% | Add +7.2% | 7,439 | $928K |
| Moulton Wealth Management, Inc. | 0.61% | New | 7,361 | $921K |
| Freedom Day Solutions, LLC | 0.20% | New | 7,366 | $919K |
| Cornell Pochily Investment Advisors, Inc. | 0.25% | Reduce -2.2% | 7,357 | $918K |
| Ceera Investments, LLC | 0.39% | New | 7,340 | $916K |
| Wealthspire Retirement, LLC | 0.05% | Add +15.5% | 7,320 | $913K |
| Belleair Asset Management, LLC | 0.77% | Add +6.3% | 7,303 | $911K |
| Nova R Wealth, Inc. | 0.26% | Reduce -6.5% | 7,263 | $906K |
| RCS Financial Planning, LLC | 0.43% | Reduce -1.6% | 7,262 | $906K |
| Directional Asset Management | 0.85% | Add +11.2% | 7,166 | $894K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +27.1% | 7,151 | $892K |
| Two Sigma Securities, LLC | 0.08% | New | 7,127 | $889K |
| Pitti Group Wealth Management, LLC | 0.65% | Add +13.2% | 7,112 | $887K |
| Certior Financial Group, LLC | 0.48% | Add +2.1% | 7,096 | $885K |
| Keating Financial Advisory Services, Inc. | 0.11% | No change | 6,958 | $868K |
| Strategic Family Wealth Counselors, L.L.C. | 0.20% | Add +15.9% | 6,934 | $865K |
| WealthPlan Investment Management, LLC | 0.04% | New | 6,926 | $864K |
| Kelleher Financial Advisors | 0.12% | Add +78.8% | 6,820 | $851K |
| BCM Advisors, LLC | 0.17% | New | 6,772 | $848K |
| Valmark Advisers, Inc. | 0.01% | No change | 6,800 | $848K |
| Integrated Capital Management, LLC | 0.30% | Reduce -4.3% | 6,678 | $833K |
| Verus Wealth Management, LLC | 0.69% | Add +151.6% | 6,668 | $832K |
| Keystone Financial Services, LLC | 0.50% | New | 6,623 | $826K |
| Capasso Planning Partners LLC | 0.41% | Add +1.6% | 6,558 | $818K |
| OakTrust Wealth Advisors, LLC | 0.70% | Add +0.1% | 6,518 | $813K |
| TRB Wealth Management, LLC | 0.11% | Add +60.5% | 6,492 | $810K |
| Monetary Solutions, Ltd | 0.69% | Reduce -4.5% | 6,463 | $806K |
| Powers Advisory Group, LLC | 0.25% | Add +34.0% | 6,395 | $798K |
| Gotham Asset Management | 0.00% | Add +13.2% | 6,393 | $798K |
| Zacks Investment Management | 0.01% | New | 6,387 | $797K |
| Aegis Wealth Management LLC | 0.37% | No change | 6,376 | $795K |
| Index Fund Advisors, Inc. | 0.03% | Add +1.5% | 6,355 | $793K |
| Oceanside Advisors LLC | 0.40% | Reduce -1.2% | 6,343 | $791K |
| LJI Wealth Management, LLC | 0.11% | Reduce -16.9% | 6,328 | $789K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -27.2% | 6,327 | $789K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Add +0.4% | 6,274 | $783K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.1% | 6,248 | $780K |
| Darden Wealth Group Inc | 0.31% | Reduce -6.1% | 6,200 | $774K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -2.9% | 6,200 | $774K |
| Foundation Wealth Management, LLC\PA | 0.23% | No change | 6,173 | $770K |
| Slagle Financial, LLC | 0.23% | Add +0.3% | 6,172 | $770K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.1% | 6,047 | $768K |
| Ieq Capital, LLC | 0.00% | Reduce -15.6% | 6,127 | $764K |
| Bank of New York Mellon Corp | 0.00% | Add +87.8% | 6,089 | $760K |
| Gambit Capital Management, LLC | 0.44% | Add +23.0% | 6,064 | $757K |
| Arista Wealth Management, LLC | 0.08% | Add +2.7% | 5,966 | $744K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +18.0% | 5,919 | $738K |
| Triune Financial Partners, LLC | 0.15% | Reduce -1.5% | 5,916 | $738K |
| RHL Group, LLC | 0.61% | Add +23.8% | 5,848 | $731K |
| Lido Advisors, LLC | 0.00% | Reduce -4.6% | 5,851 | $730K |
| Astoria Portfolio Advisors LLC. | 0.12% | New | 5,741 | $716K |
| Navis Wealth Advisors, LLC | 0.27% | No change | 5,735 | $716K |
| D'Orazio & Associates, Inc. | 0.08% | Add +23.1% | 5,729 | $715K |
| M Wealth Management, LLC | 0.56% | Reduce -5.2% | 5,709 | $712K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -13.4% | 5,619 | $701K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -7.0% | 5,610 | $700K |
| Titleist Asset Management, LLC | 0.05% | Reduce -1.2% | 5,603 | $699K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +26.9% | 5,618 | $698K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,439 | $679K |
| Keel Point, LLC | 0.04% | Reduce -0.8% | 5,415 | $676K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.8% | 5,285 | $659K |
| R2 Capital Strategies, LLC | 0.30% | — | 5,266 | $657K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Reduce -13.5% | 5,245 | $654K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.4% | 5,240 | $654K |
| NWF Advisory Services Inc. | 0.06% | Reduce -1.0% | 5,239 | $654K |
| Prairie Advisory, LLC | 0.16% | — | 5,222 | $651K |
| Benson Investment Management Company, Inc. | 3.71% | New | 5,200 | $649K |
| CGN Advisors LLC | 0.05% | Add +1.7% | 5,121 | $639K |
| Point72 Asset Management | 0.00% | New | 5,068 | $632K |
| Redwood Park Advisors LLC | 0.46% | Add +0.4% | 5,054 | $631K |
| Autumn Glory Partners, LLC | 0.18% | No change | 5,046 | $630K |
| OneAscent Financial Services LLC | 0.03% | Reduce -2.1% | 5,040 | $629K |
| Legacy Financial Group, Inc. | 0.15% | Reduce -24.0% | 5,013 | $625K |
| Intentional Wealth Strategies, LLC | 0.59% | Reduce -22.1% | 5,008 | $625K |
| Perennial Investment Advisors, LLC | 0.04% | New | 5,001 | $624K |
| Atlas Wealth LLC | 0.10% | No change | 4,934 | $616K |
| Koshinski Asset Management, Inc. | 0.03% | New | 4,900 | $611K |
| Guardsman Private Capital Management, Inc. | 0.43% | Reduce -9.9% | 4,884 | $609K |
| Selective Wealth Management, Inc. | 0.16% | Reduce -9.8% | 4,857 | $609K |
| Jim Saulnier & Associates, LLC | 0.24% | Add +112.2% | 4,869 | $607K |
| Sowell Financial Services LLC | 0.02% | Add +141.5% | 4,838 | $604K |
| Accurate Wealth Management, LLC | 0.06% | Add +56.6% | 4,759 | $590K |
| Landing Point Financial Group, LLC | 0.20% | Add +0.1% | 4,698 | $586K |
| Financial Symmetry Inc | 0.20% | Reduce -8.3% | 4,696 | $586K |
| Strategent Financial, LLC | 0.34% | Add +13.8% | 4,669 | $583K |
| Cypress Wealth Services, LLC | 0.07% | No change | 4,666 | $582K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -1.9% | 4,596 | $573K |
| Macco Financial Group, Inc. | 0.37% | Add +69.8% | 4,594 | $573K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Reduce -57.5% | 4,574 | $571K |
| Pure Financial Advisors, LLC | 0.01% | Add +101.8% | 4,562 | $569K |
| Heritage Investment Group, Inc. | 0.08% | New | 4,562 | $569K |
| Valeo Financial Advisors, LLC | 0.01% | Add +68.6% | 4,553 | $568K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -3.4% | 4,532 | $565K |
| Balance Wealth Partners LLC | 0.15% | Reduce -23.9% | 4,531 | $565K |
| Advisory Resource Group | 0.08% | New | 4,526 | $565K |
| Colonial Trust Co / SC | 0.07% | Reduce -7.3% | 4,505 | $562K |
| National Wealth Management Group, LLC | 0.17% | Add +9.0% | 4,474 | $558K |
| Master's Wealth Management Inc. | 0.17% | Add +0.0% | 4,459 | $556K |
| Scarborough Advisors, LLC | 0.06% | Add +337.7% | 4,469 | $556K |
| Accredited Investors Inc. | 0.02% | Add +8.3% | 4,411 | $550K |
| Decker Retirement Planning Inc. | 0.19% | Add +2.4% | 4,390 | $548K |
| Sherman Wealth Management LLC | 0.41% | Add +54.0% | 4,351 | $543K |
| BancFirst Trust & Investment Management | 0.23% | Add +95.3% | 4,341 | $541K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -1.1% | 4,302 | $537K |
| Vista Investment Partners Ii, LLC | 0.21% | Reduce -14.4% | 4,248 | $530K |
| Breakwater Capital Group | 0.06% | Reduce -20.2% | 4,168 | $520K |
| D.A. Davidson & Co. | 0.00% | New | 4,143 | $517K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -2.1% | 4,093 | $511K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.1% | 4,076 | $509K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 4,074 | $508K |
| Marino, Stram & Associates LLC | 0.08% | Add +36.6% | 4,065 | $507K |
| Signature Resources Capital Management, LLC | 0.20% | Add +6.9% | 4,047 | $505K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -7.9% | 4,031 | $503K |
| GEN Financial Management, INC. | 0.30% | Reduce -4.2% | 4,014 | $501K |
| Mayport, LLC | 0.08% | Reduce -12.7% | 4,012 | $501K |
| Bannerman Wealth Management Group, LLC | 0.29% | Reduce -3.8% | 4,001 | $499K |
| BAM Wealth Management, LLC | 0.31% | Reduce -5.2% | 3,998 | $499K |
| V2 Financial group LLC | 0.18% | Reduce -3.6% | 3,963 | $494K |
| Sankala Group LLC | 0.33% | Add +77.1% | 3,890 | $494K |
| GDS Wealth Management | 0.02% | Add +21.9% | 3,953 | $493K |
| J.M. Arbour, LLC | 0.42% | Reduce -4.7% | 3,949 | $493K |
| Trellis Wealth Advisors LLC | 0.17% | Add +0.4% | 3,929 | $490K |
| Elevation Wealth Partners, LLC | 0.15% | Add +0.4% | 3,929 | $490K |
| Next Level Private LLC | 0.10% | Add +8.2% | 3,886 | $485K |
| BIP Wealth, LLC | 0.01% | Add +4.4% | 3,866 | $482K |
| Ritholtz Wealth Management | 0.01% | Reduce -35.2% | 3,845 | $480K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -8.4% | 3,795 | $473K |
| BCR Wealth Strategies, LLC | 0.13% | No change | 3,791 | $472K |
| Rinkey Investments | 0.11% | Add +16.5% | 3,716 | $464K |
| Stewardship Concepts Financial Services LLC | 0.31% | Reduce -0.9% | 3,666 | $457K |
| Andrews, Lucia Wealth Management LLC | 0.24% | Reduce -12.0% | 3,664 | $457K |
| Brickley Wealth Management | 0.07% | Reduce -8.7% | 3,662 | $457K |
| Aureum Wealth Management, LLC | 0.28% | Reduce -11.5% | 3,616 | $451K |
| Calton & Associates, Inc. | 0.07% | Add +12.3% | 3,610 | $450K |
| Entelevest, LLC | 0.39% | Reduce -1.2% | 3,586 | $447K |
| Inspire Advisors, LLC | 0.03% | Reduce -33.4% | 3,587 | $447K |
| Madrid Wealth Management, LLC | 0.29% | Reduce -14.0% | 3,567 | $445K |
| Vance Wealth, LLC | 0.10% | No change | 3,547 | $443K |
| Santori & Peters, Inc. | 0.12% | Add +1.2% | 3,545 | $442K |
| Baldwin Investment Management, LLC | 0.04% | Add +8.3% | 3,519 | $439K |
| JM2 Capital Inc. | 0.30% | Add +63.6% | 3,512 | $438K |
| Synergy Asset Management, LLC | 0.04% | Add +73.3% | 3,507 | $438K |
| Keystone Financial Group | 0.03% | Reduce -5.6% | 3,487 | $435K |
| Anchor Investment Management, LLC | 0.03% | Add +13.8% | 3,465 | $432K |
| Quantum Financial Partners LLC | 0.22% | — | 3,444 | $430K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.7% | 3,424 | $427K |
| CWC Advisors, LLC. | 0.19% | Add +0.5% | 3,410 | $425K |
| Liberty Wealth Management LLC | 0.05% | No change | 3,841 | $424K |
| Stewardship Advisors, LLC | 0.09% | No change | 3,396 | $424K |
| Integrity Advisory Solutions, LLC | 0.04% | New | 3,390 | $423K |
| Garde Capital, Inc. | 0.02% | Reduce -0.5% | 3,374 | $421K |
| Stevens Capital Partners | 0.08% | Reduce -48.1% | 3,368 | $420K |
| Bessemer Group Inc. | 0.00% | Add +19.2% | 3,343 | $417K |
| Investment Advisory Group, LLC | 0.09% | Add +0.6% | 3,332 | $416K |
| Prosperitas Financial LLC | 0.13% | Add +3.9% | 3,324 | $415K |
| Cora Capital Advisors LLC | 0.12% | No change | 3,303 | $412K |
| Baker Ellis Asset Management LLC | 0.04% | Add +3.2% | 3,230 | $403K |
| Balboa Wealth Partners | 0.05% | Add +0.1% | 3,212 | $401K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | New | 3,210 | $400K |
| Bedel Financial Consulting, Inc. | 0.04% | New | 3,190 | $398K |
| Cassilly Financial Group LLC | 0.28% | Reduce -10.6% | 3,148 | $393K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 3,131 | $391K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,129 | $390K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 3,120 | $389K |
| Advisory Solutions Group, LLC | 0.13% | — | 3,119 | $389K |
| WealthTrust Axiom LLC | 0.09% | Add +23.9% | 3,108 | $388K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -20.0% | 3,071 | $383K |
| Matrix Trust Co | 0.06% | Reduce -7.4% | 3,068 | $383K |
| Blair William & Co. | 0.00% | New | 3,057 | $381K |
| Coquina Private Wealth LLC | 0.26% | Add +2.1% | 3,052 | $381K |
| Magnolia Private Wealth, LLC | 0.21% | Reduce -9.0% | 3,048 | $380K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.1% | 3,042 | $378K |
| FCG Investment Co | 0.13% | New | 3,033 | $378K |
| GWN Securities Inc. | 0.06% | Add +23.8% | 3,020 | $377K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.7% | 3,010 | $376K |
| Grand Wealth Management, LLC | 0.16% | No change | 2,992 | $373K |
| International Assets Investment Management, LLC | 0.02% | New | 3,001 | $373K |
| Vertex Planning Partners, LLC | 0.06% | New | 2,980 | $372K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,951 | $368K |
| LongView Wealth Management | 0.09% | Add +43.5% | 2,928 | $365K |
| Essex Bank | 0.08% | No change | 2,919 | $364K |
| Avion Wealth | 0.07% | New | 2,923 | $364K |
| Citizens Financial Group Inc. | 0.00% | Add +5.4% | 2,891 | $361K |
| Robinswood Financial LLC | 0.10% | Add +4.5% | 2,877 | $359K |
| Cushing Capital Partners, LLC | 0.25% | No change | 2,865 | $357K |
| Dala Group, LLC | 0.29% | Reduce -64.2% | 2,847 | $355K |
| Cornerstone Capital, Inc. | 0.03% | No change | 2,804 | $350K |
| Global Wealth Management, LLC | 0.18% | New | 2,784 | $347K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.8% | 2,775 | $346K |
| Global Trust Wealth Management LLC | 0.24% | Reduce -9.8% | 2,750 | $343K |
| Spire Wealth Management | 0.01% | Add +43.8% | 2,673 | $333K |
| First Trust Advisors LP | 0.00% | New | 2,671 | $333K |
| XTX Topco Ltd | 0.00% | New | 2,664 | $332K |
| Callan Family Office, LLC | 0.01% | New | 2,638 | $329K |
| Cannon Wealth Management Services, LLC | 0.18% | Reduce -13.5% | 2,600 | $324K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.2% | 2,582 | $322K |
| Wallace Advisory Group, LLC | 0.30% | Reduce -4.9% | 2,565 | $320K |
| Empire Financial Management Company, LLC | 0.13% | Add +0.0% | 2,561 | $320K |
| Prospera Financial Services Inc | 0.00% | New | 2,532 | $316K |
| Mission Wealth Management, LP | 0.00% | New | 2,522 | $315K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 2,477 | $309K |
| Osprey Private Wealth LLC | 0.08% | No change | 2,472 | $308K |
| Millington Financial Advisors, LLC | 0.12% | No change | 2,450 | $307K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -1.5% | 2,440 | $304K |
| John W. Brooker & Co., CPAs | 0.37% | Add +14.7% | 2,434 | $304K |
| Base Wealth Management LLC | 0.14% | No change | 2,432 | $303K |
| Split Rock Private Trading & Wealth Management, LLC | 0.20% | Add +15.5% | 2,396 | $299K |
| Sharper & Granite LLC | 0.09% | Reduce -0.4% | 2,377 | $297K |
| Investment Research & Advisory Group, Inc. | 0.09% | No change | 2,344 | $292K |
| Whelan Financial | 0.08% | Reduce -55.2% | 2,310 | $288K |
| Chapin Davis, Inc. | 0.05% | Add +9.5% | 2,305 | $288K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,301 | $287K |
| Diversified Management Inc. | 0.06% | New | 2,293 | $286K |
| Family Legacy, Inc. | 0.08% | Reduce -2.2% | 2,290 | $286K |
| Grant Private Wealth Management Inc | 0.12% | No change | 2,272 | $283K |
| Mainsail Asset Management, LLC | 0.11% | Reduce -2.8% | 2,259 | $283K |
| First PREMIER Bank | 0.05% | No change | 2,268 | $283K |
| Sensible Money, LLC | 0.07% | Reduce -8.2% | 2,262 | $282K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 2,260 | $282K |
| Americana Partners, LLC | 0.01% | New | 2,257 | $282K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,250 | $281K |
| Permanent Capital Management, LP | 0.04% | New | 2,248 | $281K |
| Intelligent Financial Strategies | 0.13% | Add +0.1% | 2,241 | $280K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 2,240 | $279K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.4% | 2,232 | $278K |
| Assetmark, Inc. | 0.00% | Add +71.5% | 2,216 | $276K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | New | 2,194 | $274K |
| Resurgent Financial Advisors LLC | 0.08% | New | 2,180 | $272K |
| Range Advisory, LLC | 0.03% | Reduce -13.6% | 2,178 | $272K |
| Fortune Financial Group, Inc. | 0.21% | New | 2,165 | $270K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.1% | 2,154 | $269K |
| 360 Financial, Inc. | 0.07% | New | 2,147 | $268K |
| Brighton Jones LLC | 0.00% | Reduce -1.3% | 2,096 | $261K |
| Avestar Capital, LLC | 0.02% | New | 2,039 | $254K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,023 | $252K |
| ADG Wealth Management Group, LLC | 0.16% | Reduce -26.2% | 1,996 | $249K |
| Empirical Finance, LLC | 0.01% | No change | 1,992 | $249K |
| Truefg, LLC | 0.06% | No change | 1,990 | $248K |
| Fiduciary Trust Co | 0.00% | No change | 1,986 | $248K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 1,985 | $248K |
| Sapient Capital LLC | 0.00% | Reduce -45.5% | 1,972 | $246K |
| Ponta Wealth Partners, LLC | 0.13% | New | 1,953 | $244K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 1,943 | $242K |
| Trust Co. of Vermont | 0.01% | — | 1,937 | $242K |
| Aspiriant, LLC | 0.01% | No change | 1,931 | $241K |
| Cannon Advisors, Inc. | 0.15% | New | 1,939 | $241K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,921 | $240K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.2% | 1,916 | $239K |
| Oath Planning, LLC | 0.18% | Add +0.1% | 1,908 | $238K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.5% | 1,907 | $238K |
| Pinion Investment Advisors, LLC | 0.04% | Reduce -0.5% | 1,863 | $232K |
| TMB Capital Partners, LLC | 0.07% | New | 1,857 | $232K |
| UMB Bank, n.a. | 0.00% | Add +11.0% | 1,844 | $230K |
| QTR Family Wealth, LLC | 0.08% | New | 1,838 | $229K |
| Fermata Advisors, LLC | 0.05% | New | 1,835 | $229K |
| SHP Wealth Management | 0.02% | Reduce -11.8% | 1,807 | $225K |
| Capital Square, LLC | 0.10% | New | 1,812 | $225K |
| Bestgate Wealth Advisors, LLC | 0.36% | New | 1,790 | $223K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 1,770 | $223K |
| Tennessee Valley Asset Management Partners | 0.02% | New | 1,776 | $222K |
| Aspen Investment Management Inc | 0.06% | New | 1,768 | $221K |
| Vann Equity Management LLC | 0.13% | New | 1,767 | $220K |
| Ethic Inc. | 0.00% | New | 1,756 | $219K |
| Financial Network Wealth Advisors LLC | 0.22% | Add +6.9% | 1,755 | $219K |
| Arrowroot Family Office, LLC | 0.06% | New | 1,748 | $218K |
| J. M. Brown & Associates Inc. | 0.12% | — | 1,746 | $218K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,746 | $218K |
| Park State Asset Management | 0.21% | New | 1,697 | $212K |
| LifeGoal Investments, LLC | 0.10% | New | 1,697 | $212K |
| Sfm, LLC | 0.11% | New | 1,667 | $208K |
| Innovative Wealth Building LLC | 0.12% | New | 1,664 | $208K |
| Squarepoint Ops LLC | 0.00% | New | 1,658 | $207K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,624 | $207K |
| Epiq Partners, LLC | 0.09% | New | 1,641 | $205K |
| Professional Financial Solutions LLC | 0.16% | New | 1,640 | $205K |
| Forge Financial Services LLC | 0.02% | New | 1,639 | $204K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -91.5% | 1,631 | $203K |
| Regatta Research & Money Management | 0.18% | — | 1,551 | $193K |
| Smallwood Wealth Investment Management, LLC | 0.08% | No change | 1,390 | $173K |
| PlanVest Financial, Inc | 0.11% | Add +281.4% | 1,377 | $172K |
| Advyzon Investment Management, LLC | 0.01% | New | 1,239 | $155K |
| Arlington Trust Co LLC | 0.01% | New | 1,145 | $143K |
| Spectrum Wealth Advisory Group, LLC | 0.04% | New | 1,108 | $138K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,093 | $136K |
| GGM Financial LLC | 0.05% | New | 1,005 | $125K |
| First Command Advisory Services, Inc. | 0.00% | No change | 952 | $119K |
| Evolution Wealth Management Inc. | 0.07% | Add +155.8% | 949 | $118K |
| Synergy Investment Management, LLC | 0.03% | Reduce -42.4% | 941 | $117K |
| Nemes Rush Group LLC | 0.01% | Reduce -1.7% | 901 | $112K |
| Princeton Global Asset Management LLC | 0.01% | New | 824 | $103K |
| Lodestone Wealth Management LLC | 0.04% | Add +7.0% | 820 | $102K |
| Aventura Private Wealth, LLC | 0.03% | Add +56.2% | 795 | $99K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.1% | 779 | $97K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 705 | $88K |
| Johnson Financial Group, Inc. | 0.00% | No change | 699 | $87K |
| Dunhill Financial, LLC | 0.02% | Reduce -57.4% | 695 | $87K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 667 | $83K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +1.2% | 658 | $82K |
| Tidemark, LLC | 0.02% | Add +1767.7% | 635 | $79K |
| Simplex Trading, LLC | 0.00% | New | 625 | $78K |
| Buck Wealth Strategies, LLC | 0.01% | New | 623 | $78K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 609 | $76K |
| Atwood & Palmer Inc. | 0.00% | Add +0.3% | 607 | $76K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -19.4% | 601 | $75K |
| Vision Financial Markets LLC | 0.06% | Add +0.3% | 595 | $74K |
| Clearstead Trust, LLC | 0.01% | No change | 579 | $72K |
| NorthAvenue LLC | 0.05% | Reduce -2.2% | 577 | $72K |
| Sfam, LLC | 0.06% | No change | 575 | $72K |
| Ares Financial Consulting, LLC | 0.05% | No change | 563 | $70K |
| Operose Advisors LLC | 0.01% | No change | 555 | $69K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 540 | $67K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.7% | 525 | $65K |
| Crewe Advisors LLC | 0.00% | New | 519 | $65K |
| Centerpoint Advisors, LLC | 0.02% | No change | 500 | $62K |
| West Paces Advisors Inc. | 0.01% | Reduce -24.0% | 496 | $62K |
| Vanguard Advisers Inc. | 0.00% | Add +21.4% | 488 | $61K |
| Mather Group, Llc. | 0.00% | Add +192.1% | 441 | $55K |
| CX Institutional | 0.00% | New | 439 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -19.5% | 424 | $53K |
| Valley National Advisers Inc. | 0.01% | No change | 414 | $52K |
| Country Trust Bank | 0.00% | Add +129.3% | 399 | $50K |
| Chapman Financial Group, LLC | 0.03% | No change | 398 | $50K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | Add +82.3% | 381 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.3% | 372 | $46K |
| POM Investment Strategies, LLC | 0.05% | Add +3.5% | 359 | $45K |
| Abound Wealth Management | 0.01% | Add +148.9% | 351 | $44K |
| Hollencrest Capital Management | 0.00% | No change | 345 | $43K |
| SJS Investment Consulting Inc. | 0.00% | No change | 334 | $42K |
| Basepoint Wealth LLC | 0.02% | Add +3.8% | 329 | $41K |
| Lloyd Advisory Services, LLC. | 0.02% | Add +1266.7% | 328 | $41K |
| Lanark Financial, Inc. | 0.00% | Reduce -37.2% | 324 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | New | 312 | $39K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.7% | 307 | $38K |
| Rogco, LP | 0.01% | No change | 305 | $38K |
| CNB Bank | 0.01% | No change | 303 | $38K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 302 | $38K |
| JDM Financial Group LLC | 0.01% | Add +72.8% | 299 | $37K |
| Ameriflex Group, Inc. | 0.01% | Add +100.0% | 290 | $36K |
| Cornerstone Planning Group LLC | 0.00% | No change | 272 | $34K |
| TOP Private Wealth LLC. | 0.03% | — | 260 | $32K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 258 | $32K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -62.7% | 253 | $32K |
| MCF Advisors LLC | 0.00% | No change | 250 | $31K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.8% | 248 | $31K |
| KERR FINANCIAL PLANNING Corp | 0.03% | New | 244 | $30K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +246.4% | 239 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -24.0% | 228 | $28K |
| GeoWealth Management, LLC | 0.00% | Add +2.3% | 226 | $28K |
| Montgomery Financial Services LLC | 0.02% | — | 218 | $27K |
| Allied Private Wealth LLC | 0.02% | — | 217 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | New | 204 | $25K |
| Meramec Financial Planners, LLC | 0.01% | No change | 195 | $24K |
| Private Wealth Asset Management, LLC | 0.00% | New | 188 | $23K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +374.3% | 166 | $21K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -16.8% | 164 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +307.5% | 163 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 162 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 157 | $19K |
| Glenmede Trust Co. NA | 0.00% | No change | 149 | $19K |
| Franklin Resources Inc. | 0.00% | New | 145 | $18K |
| Rossby Financial, LCC | 0.00% | Reduce -91.6% | 137 | $17K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 131 | $16K |
| StrongBox Wealth, LLC | 0.00% | New | 128 | $16K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 127 | $16K |
| Crews Bank & Trust | 0.00% | No change | 120 | $15K |
| Key Financial Inc | 0.00% | No change | 119 | $15K |
| Longview Financial Advisors LLC | 0.01% | No change | 111 | $14K |
| Parvin Asset Management, LLC | 0.01% | No change | 110 | $14K |
| Collier Financial | 0.01% | New | 109 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $13K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.0% | 102 | $13K |
| Mosley Wealth Management | 0.00% | New | 90 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -19.1% | 85 | $11K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.7% | 82 | $10K |
| Nova Wealth Management, Inc. | 0.01% | No change | 75 | $9K |
| Pioneer Family Office, LLC | 0.00% | No change | 67 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 63 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 58 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 54 | $7K |
| NFSG Corp | 0.00% | No change | 50 | $6K |
| Key Capital Management, INC | 0.00% | No change | 49 | $6K |
| Markowski Investments | 0.00% | — | 47 | $6K |
| Kingdom Financial Group LLC. | 0.00% | Add +91.7% | 46 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 43 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 42 | $5K |
| First Pacific Financial | 0.00% | New | 36 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 22 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 22 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 21 | $3K |
| Richardson Financial Services Inc. | 0.00% | Add +200.0% | 21 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -50.0% | 18 | $2K |
| Davis Capital Management | 0.00% | No change | 11 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 9 | $1K |
| Addison Advisors LLC | 0.00% | No change | 6 | $803 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 6 | $746 |
| Strive Financial Group ,LLC | 0.00% | New | 5 | $626 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 2 | $250 |
"% 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.