Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q1 2024 (March 31)1,053holders
4famous investors
$50.52avg. 13F price*
At the end of Q1 2024, 1,053 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.9B), Northwestern Mutual Wealth Management Co. ($1.8B) and Charles Schwab Investment Advisory, Inc. ($1.5B). 4 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $218.3M |
| Exits | 73 | $153.9M |
Ownership 1,053 holders
| JPMorgan Chase & Co. | 0.35% | Reduce -10.8% | 77,011,697 | $3.9B |
| Northwestern Mutual Wealth Management Co. | 1.80% | Add +5.5% | 34,598,700 | $1.8B |
| Charles Schwab Investment Advisory, Inc. | 2.05% | Add +4.7% | 29,485,963 | $1.5B |
| Wealthfront Advisers LLC | 5.02% | Add +14.3% | 28,367,266 | $1.4B |
| Creative Planning | 1.39% | Add +0.2% | 24,804,375 | $1.3B |
| FMR LLC | 0.06% | Reduce -3.6% | 18,483,470 | $935.3M |
| Raymond James & Associates | 0.61% | Add +2.3% | 17,637,463 | $892.5M |
| Northern Trust Corp. | 0.12% | Add +12.2% | 13,146,923 | $665.2M |
| Morgan Stanley | 0.05% | Reduce -1.3% | 12,302,343 | $622.5M |
| Tiaa Trust, National Association | 1.76% | Add +4.2% | 11,389,248 | $576.3M |
| Sei Investments Co. | 0.79% | Reduce -3.9% | 10,619,456 | $537.3M |
| Envestnet Asset Management Inc. | 0.17% | Add +6.2% | 8,869,930 | $448.8M |
| Bank of America Corp. | 0.04% | Add +8.4% | 8,644,408 | $437.4M |
| Wells Fargo & Company | 0.09% | Reduce -4.3% | 7,055,907 | $357.0M |
| UBS Group AG | 0.10% | Reduce -3.9% | 6,102,134 | $308.8M |
| Aspiriant, LLC | 10.52% | Reduce -8.8% | 5,021,908 | $254.1M |
| Mercer Global Advisors Inc. | 0.72% | Add +7.8% | 4,998,676 | $253.2M |
| Corient Private Wealth LP | 0.41% | Reduce -0.1% | 4,522,294 | $228.8M |
| Franklin Resources Inc. | 0.07% | Add +19.2% | 4,514,452 | $228.4M |
| LPL Financial LLC | 0.11% | Add +56.2% | 4,121,881 | $208.6M |
| D. E. Shaw & Co. | 0.26% | Add +925.9% | 3,737,300 | $189.1M |
| US Bancorp \de | 0.26% | Reduce -4.2% | 3,693,174 | $186.9M |
| Ameriprise Financial Inc. | 0.05% | Add +16.3% | 3,481,202 | $176.2M |
| Rwa Wealth Partners, LLC | 2.15% | Add +3.6% | 3,163,683 | $160.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.60% | Add +17.0% | 3,124,553 | $158.1M |
| Cerity Partners LLC | 0.42% | Add +8.6% | 3,130,598 | $157.8M |
| SCS Capital Management LLC | 2.96% | Reduce -2.3% | 2,748,544 | $139.1M |
| Members Trust Co | 4.04% | Add +1.6% | 2,680,184 | $135.6M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.2% | 2,378,081 | $120.3M |
| Jones Financial Companies LLLP | 0.16% | Add +4.7% | 2,308,254 | $116.8M |
| Mariner, LLC | 0.23% | Reduce -7.4% | 2,226,384 | $112.7M |
| Orgel Wealth Management, LLC | 2.72% | Add +6.6% | 1,956,969 | $99.0M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -1.4% | 1,955,957 | $99.0M |
| Osaic Holdings, Inc. | 0.22% | Reduce -14.1% | 1,939,607 | $98.1M |
| Prime Capital Investment Advisors, LLC | 1.32% | Add +4.5% | 1,862,160 | $94.2M |
| HighTower Advisors, LLC | 0.15% | Add +10.4% | 1,796,904 | $90.9M |
| Jane Street Group, LLC | 0.11% | New | 1,638,238 | $82.9M |
| Vanguard Group Inc. | 0.00% | Reduce -5.7% | 1,608,324 | $81.4M |
| GeoWealth Management, LLC | 3.05% | Add +20240.0% | 1,558,450 | $78.9M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +6.2% | 1,510,266 | $76.4M |
| Sequoia Financial Advisors, LLC | 0.94% | Add +1.9% | 1,499,475 | $75.9M |
| Baird Financial Group, Inc. | 0.16% | Reduce -20.7% | 1,480,381 | $74.9M |
| Bleakley Financial Group, LLC | 2.11% | Add +3.9% | 1,442,694 | $73.0M |
| Simplicity Wealth,LLC | 1.73% | New | 1,434,143 | $72.6M |
| OneDigital Investment Advisors LLC | 1.05% | Add +18.2% | 1,326,681 | $67.1M |
| Morningstar Investment Services LLC | 0.71% | Reduce -50.4% | 1,282,743 | $64.9M |
| Crestwood Advisors Group, LLC | 1.37% | Add +1.4% | 1,240,450 | $62.8M |
| Stifel Financial Corp. | 0.07% | Add +2.5% | 1,224,120 | $61.9M |
| Baker Boyer National Bank | 20.79% | Reduce -0.0% | 1,193,206 | $60.4M |
| Lutz Financial Services LLC | 5.25% | Add +13.1% | 1,189,003 | $60.2M |
| Waldron Private Wealth LLC | 2.70% | Reduce -3.1% | 1,182,441 | $59.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.4% | 1,175,506 | $59.5M |
| Ackerman Capital Advisors, LLC | 16.20% | Reduce -0.1% | 1,158,947 | $58.6M |
| Cetera Investment Advisers | 0.13% | Add +122.7% | 1,107,122 | $56.0M |
| Meeder Advisory Services, Inc. | 5.66% | Add +5.8% | 1,100,409 | $55.7M |
| Full Sail Capital, LLC | 3.75% | Add +17.9% | 1,062,049 | $53.7M |
| Regions Financial Corp. | 0.40% | Add +2.5% | 1,032,918 | $52.3M |
| MML Investors Services, LLC | 0.21% | Reduce -7.4% | 1,009,122 | $51.1M |
| Avidian Wealth Enterprises, LLC | 2.69% | Add +60.9% | 992,552 | $50.2M |
| Savant Capital, LLC | 0.57% | Reduce -3.4% | 980,998 | $49.6M |
| Independent Advisor Alliance | 1.75% | Reduce -41.2% | 959,460 | $48.5M |
| Royal Bank of Canada | 0.01% | Reduce -12.2% | 929,772 | $47.0M |
| Thompson Siegel & Walmsley LLC | 0.71% | Add +6.0% | 915,636 | $46.3M |
| West Financial Advisors, LLC | 9.81% | Add +2.2% | 903,705 | $45.7M |
| Bank of New York Mellon Corp | 0.01% | Add +30.3% | 896,565 | $45.4M |
| Foster Group, Inc. | 2.25% | Add +600.9% | 895,779 | $45.3M |
| Beaird Harris Wealth Management, LLC | 4.37% | Add +7.7% | 886,412 | $44.9M |
| Callan Capital, LLC | 3.81% | Add +9.9% | 857,775 | $43.4M |
| Mather Group, Llc. | 0.68% | Reduce -0.2% | 848,235 | $43.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.2% | 834,945 | $42.2M |
| Renaissance Technologies | 0.06% | Reduce -44.1% | 809,800 | $41.0M |
| Wedmont Private Capital | 2.81% | Add +15.3% | 767,452 | $38.5M |
| Sunflower Bank, N.A. | 8.65% | Add +10.3% | 759,746 | $38.4M |
| Heritage Investment Group, Inc. | 5.18% | Add +0.7% | 754,260 | $38.2M |
| Merriman Wealth Management, LLC | 1.68% | Reduce -7.0% | 745,798 | $37.7M |
| Cwm, LLC | 0.18% | Add +0.3% | 741,774 | $37.5M |
| M&T Bank Corp | 0.13% | Reduce -14.2% | 721,101 | $36.5M |
| BSW Wealth Partners | 6.09% | Add +1.1% | 710,667 | $36.0M |
| EP Wealth Advisors, LLC | 0.41% | Add +0.3% | 695,292 | $35.2M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -5.8% | 693,283 | $35.1M |
| Passive Capital Management, LLC. | 13.46% | Add +6.3% | 679,649 | $34.4M |
| Allen Investment Management, LLC | 0.43% | Reduce -12.0% | 675,526 | $34.2M |
| Modera Wealth Management, LLC | 0.51% | Reduce -2.1% | 661,605 | $33.5M |
| Willow Creek Wealth Management Inc. | 3.83% | Add +1.1% | 647,010 | $32.7M |
| Bedel Financial Consulting, Inc. | 4.96% | Reduce -0.2% | 625,163 | $31.6M |
| JFS Wealth Advisors, LLC | 2.34% | Add +10.4% | 583,336 | $29.5M |
| Rockwood Wealth Management, LLC | 3.79% | Add +17.4% | 580,068 | $29.4M |
| Wealthspire Advisors, LLC | 0.39% | Reduce -4.6% | 577,967 | $29.2M |
| Pinnacle Financial Partners Inc | 0.58% | Reduce -4.7% | 527,520 | $26.7M |
| Nicolet Advisory Services, LLC | 2.68% | Reduce -1.4% | 525,296 | $26.3M |
| Truist Financial Corp. | 0.04% | Add +6.5% | 516,017 | $26.1M |
| Bragg Financial Advisors, Inc | 1.10% | Add +4.9% | 482,873 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -6.0% | 472,677 | $23.9M |
| One Capital Management, LLC | 0.85% | Reduce -3.5% | 465,234 | $23.5M |
| Bank of Hawaii | 1.12% | Add +8.6% | 454,835 | $23.0M |
| Lido Advisors, LLC | 0.21% | Reduce -14.5% | 450,655 | $22.8M |
| a16z Perennial Management, L.P. | 2.06% | No change | 435,683 | $22.0M |
| Allworth Financial LP | 0.15% | Add +8.9% | 430,551 | $21.8M |
| HBK Sorce Advisory LLC | 0.77% | Reduce -30.4% | 428,461 | $21.7M |
| Fort Point Capital Partners LLC | 2.93% | Add +11.2% | 427,006 | $21.6M |
| Salomon & Ludwin, LLC | 1.79% | Add +15.1% | 410,140 | $20.8M |
| Hilltop Wealth Advisors, LLC | 10.24% | Add +9.2% | 395,747 | $20.0M |
| One Wealth Advisors, LLC | 3.44% | Reduce -1.1% | 391,026 | $19.8M |
| Facet Wealth, Inc. | 0.67% | Add +6.1% | 394,810 | $19.8M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -25.3% | 378,794 | $19.2M |
| CX Institutional | 0.91% | Add +17.0% | 373,354 | $18.9M |
| Bailard, Inc. | 0.52% | Reduce -18.2% | 370,392 | $18.7M |
| Goodman Advisory Group, LLC | 5.92% | Add +64.7% | 368,860 | $18.7M |
| GenTrust, LLC | 1.11% | Add +20.1% | 355,639 | $18.0M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +4.4% | 351,022 | $17.8M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +4.4% | 351,022 | $17.8M |
| Heartwood Wealth Advisors LLC | 2.15% | Add +6.7% | 345,200 | $17.5M |
| Luminvest Wealth Management LLC | 10.93% | Reduce -3.7% | 341,130 | $17.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 4.46% | Reduce -0.8% | 341,231 | $17.3M |
| Cullen/Frost Bankers, Inc. | 0.25% | Reduce -33.9% | 335,492 | $17.0M |
| Unison Advisors LLC | 1.65% | Add +1.8% | 330,966 | $16.7M |
| Resonant Capital Advisors, LLC | 1.43% | Add +12.0% | 330,117 | $16.7M |
| Hengehold Capital Management LLC | 1.74% | Reduce -1.3% | 321,778 | $16.3M |
| SigFig Wealth Management, LLC | 0.59% | Reduce -18.6% | 315,807 | $16.0M |
| Quotient Wealth Partners, LLC | 0.57% | Add +15.0% | 314,732 | $15.9M |
| McKinley Carter Wealth Services, Inc. | 1.06% | Add +21.6% | 313,938 | $15.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +34.7% | 313,055 | $15.8M |
| Stairway Partners, LLC | 1.27% | Reduce -9.6% | 309,495 | $15.7M |
| State of Wisconsin Investment Board | 0.04% | Add +52.4% | 309,000 | $15.6M |
| Aspire Private Capital, LLC | 4.00% | Add +25.4% | 300,193 | $15.2M |
| Brookstone Capital Management | 0.27% | Add +9.4% | 299,083 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -39.2% | 298,041 | $15.1M |
| Apella Capital, LLC | 0.76% | Reduce -1.3% | 299,802 | $15.0M |
| Atmos Advisory, LLC | 11.88% | Add +96.8% | 293,113 | $14.8M |
| Cahaba Wealth Management, Inc. | 1.34% | Add +4.2% | 290,233 | $14.7M |
| Eagle Ridge Investment Management | 1.35% | Add +5.2% | 289,764 | $14.7M |
| Blue Chip Partners, LLC | 1.41% | Add +10.7% | 287,658 | $14.6M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +7.0% | 285,640 | $14.5M |
| Foster Victor Wealth Advisors, LLC | 1.31% | Add +11.2% | 288,811 | $14.4M |
| Mb, Levis & Associates, LLC | 7.65% | Add +2.3% | 281,689 | $14.3M |
| Moller Wealth Partners | 3.86% | Add +2.2% | 281,497 | $14.2M |
| Empower Advisory Group, LLC | 0.05% | Reduce -8.8% | 280,800 | $14.2M |
| Comerica Bank | 0.06% | Add +36.5% | 280,749 | $14.2M |
| First Horizon Advisors, Inc. | 0.44% | Add +2.1% | 278,444 | $14.1M |
| Baron Silver Stevens Financial Advisors, LLC | 2.71% | Add +0.6% | 274,503 | $13.9M |
| Legacy Edge Advisors, LLC | 2.87% | Add +18.5% | 272,183 | $13.8M |
| New York Life Investment Management LLC | 0.14% | Add +4995.1% | 268,004 | $13.6M |
| Source Financial Advisors LLC | 4.06% | Add +1.7% | 264,155 | $13.4M |
| Newton One Investments LLC | 5.83% | Add +1.3% | 262,235 | $13.3M |
| Perigon Wealth Management, LLC | 0.40% | Reduce -2.8% | 261,876 | $13.3M |
| Quaker Wealth Management, LLC | 5.32% | Reduce -38.2% | 258,204 | $13.1M |
| Deutsche Bank AG | 0.01% | Add +11.3% | 253,706 | $12.8M |
| Cardiff Park Advisors, LLC | 1.22% | Reduce -4.6% | 252,885 | $12.8M |
| Smithfield Trust Co | 0.67% | Add +35.9% | 250,670 | $12.7M |
| Private Portfolio Partners LLC | 2.61% | Add +4.8% | 247,308 | $12.5M |
| Evanson Asset Management, LLC | 0.93% | Add +22.2% | 247,039 | $12.5M |
| Raymond James Trust N.A. | 0.30% | Add +7.6% | 244,777 | $12.4M |
| Captrust Financial Advisors | 0.05% | Reduce -17.6% | 243,854 | $12.3M |
| Roth Financial Partners LLC | 5.45% | Add +12.2% | 243,259 | $12.3M |
| Grove Bank & Trust | 2.06% | Add +20.4% | 241,544 | $12.2M |
| Brown Advisory Inc. | 0.02% | Add +22.1% | 241,397 | $12.2M |
| Blume Capital Management, Inc. | 2.97% | Reduce -0.6% | 240,792 | $12.2M |
| Single Point Partners, LLC | 2.78% | Add +1.1% | 236,915 | $12.0M |
| Roberts Glore & Co. Inc. | 3.58% | Add +6.3% | 236,326 | $12.0M |
| Silver Oak Advisory Group, Inc. | 6.44% | Add +3.6% | 226,881 | $11.5M |
| Verus Financial Partners, Inc. | 1.34% | Add +4.6% | 225,435 | $11.4M |
| Divergent Planning, LLC | 4.80% | Add +82.7% | 225,854 | $11.4M |
| Foster & Motley Inc. | 0.78% | Add +15.4% | 223,326 | $11.3M |
| Barclays PLC | 0.01% | Reduce -52.1% | 221,700 | $11.2M |
| Partners in Financial Planning | 2.48% | Add +2.9% | 220,043 | $11.1M |
| PDS Planning, Inc | 1.16% | Add +0.3% | 217,358 | $11.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -5.4% | 210,782 | $10.7M |
| Colony Family Offices, LLC | 3.45% | Add +11.3% | 210,716 | $10.7M |
| Avantax Planning Partners, Inc. | 0.35% | Add +251.1% | 210,634 | $10.7M |
| Anderson Hoagland & Co. | 1.19% | Reduce -2.6% | 213,372 | $10.6M |
| Keebeck Wealth Management | 1.55% | Reduce -0.7% | 208,855 | $10.6M |
| Fiduciary Trust Co | 0.16% | Reduce -2.0% | 205,833 | $10.4M |
| Tenret Co LLC | 7.31% | Add +30.1% | 204,757 | $10.4M |
| Davidson Investment Advisors | 0.54% | Add +31.2% | 204,362 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +14.0% | 202,055 | $10.2M |
| Coastline Trust Co | 1.23% | Add +227.6% | 201,868 | $10.2M |
| Brooklyn FI, LLC | 4.15% | Add +12.2% | 199,641 | $10.1M |
| NorthCoast Asset Management LLC | 0.12% | Add +6.0% | 193,309 | $9.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.8% | 192,034 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.4% | 191,745 | $9.7M |
| RTD Financial Advisors, Inc. | 1.26% | Reduce -3.1% | 185,168 | $9.4M |
| Firestone Capital Management | 2.56% | Add +4.3% | 181,464 | $9.2M |
| Clearstead Advisors, LLC | 0.45% | Add +18.3% | 182,709 | $9.2M |
| Physician Wealth Solutions Inc. | 7.65% | Add +3.0% | 180,141 | $9.1M |
| JNBA Financial Advisors | 0.95% | Reduce -6.7% | 178,486 | $9.0M |
| EnRich Financial Partners LLC | 3.38% | Add +25.4% | 178,400 | $9.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Add +2.8% | 177,900 | $9.0M |
| Elm Partners Management LLC | 0.71% | Reduce -33.5% | 177,434 | $9.0M |
| Stewardship Advisors, LLC | 3.04% | New | 175,720 | $8.9M |
| 1900 Wealth Management LLC | 0.81% | Add +30.7% | 174,759 | $8.8M |
| Corrigan Financial, Inc. | 2.24% | Add +1.3% | 173,683 | $8.8M |
| Atria Investments, Inc | 0.12% | Add +10.0% | 172,920 | $8.7M |
| RFG Advisory, LLC | 0.29% | Add +24.6% | 169,212 | $8.6M |
| Clark Asset Management, LLC | 2.62% | Add +15.4% | 168,868 | $8.5M |
| Soltis Investment Advisors LLC | 0.96% | Add +21.8% | 168,866 | $8.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.93% | Add +5.2% | 167,919 | $8.5M |
| Ocean Park Asset Management, LLC | 0.40% | Add +14.2% | 166,100 | $8.4M |
| Riversedge Advisors, LLC | 2.07% | Reduce -6.5% | 165,973 | $8.4M |
| ABLE Financial Group, LLC | 3.26% | Add +11.4% | 164,263 | $8.3M |
| CGN Advisors LLC | 1.05% | Add +105.6% | 162,828 | $8.2M |
| 25 LLC | 4.02% | Add +8.0% | 162,399 | $8.2M |
| Seneca Financial Advisors LLC | 4.24% | Add +65.1% | 157,079 | $7.9M |
| Winthrop Advisory Group LLC | 1.15% | Reduce -3.4% | 156,605 | $7.9M |
| XML Financial, LLC | 0.81% | Add +2.2% | 156,132 | $7.9M |
| ONE Advisory Partners, LLC | 3.87% | Add +1.3% | 155,586 | $7.9M |
| Private Ocean, LLC | 0.81% | Reduce -13.7% | 150,838 | $7.6M |
| Ami Investment Management Inc. | 2.76% | Add +4.0% | 150,415 | $7.6M |
| Capstone Capital LLC | 6.42% | Add +9.9% | 146,755 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -1.2% | 144,810 | $7.3M |
| Cascade Financial Partners, LLC | 1.05% | — | 145,922 | $7.3M |
| Arden Trust Co | 1.02% | Add +5.3% | 144,155 | $7.3M |
| Strategic Blueprint, LLC | 0.52% | Add +62.1% | 143,911 | $7.3M |
| Old National Bancorp | 0.17% | Add +52.6% | 143,212 | $7.2M |
| Valmark Advisers, Inc. | 0.13% | Add +2.7% | 143,067 | $7.2M |
| UMB Bank, n.a. | 0.11% | Reduce -41.8% | 137,224 | $6.9M |
| Balanced Rock Investment Advisors LLC | 5.92% | Reduce -14.5% | 137,219 | $6.9M |
| Focus Partners Wealth | 0.06% | Reduce -82.6% | 136,962 | $6.9M |
| ForthRight Wealth Management, LLC | 2.40% | Add +2.0% | 132,237 | $6.7M |
| Glassman Wealth Services | 1.35% | Reduce -6.7% | 132,183 | $6.7M |
| Natixis Advisors, LLC | 0.02% | Add +10.3% | 131,796 | $6.7M |
| NewEdge Advisors, LLC | 0.06% | Add +94.7% | 128,224 | $6.5M |
| Bowman & Co S.C. | 3.93% | Add +24.1% | 127,844 | $6.5M |
| McAdam, LLC | 0.41% | Reduce -1.8% | 126,438 | $6.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.86% | Reduce -14.9% | 126,183 | $6.4M |
| Simon Quick Advisors, LLC | 0.48% | Add +0.8% | 126,048 | $6.4M |
| Vishria Bird Financial Group, LLC | 2.70% | Reduce -2.5% | 124,625 | $6.3M |
| Integrated Advisors Network LLC | 0.32% | Add +19.9% | 123,535 | $6.3M |
| Great Valley Advisor Group, Inc. | 0.19% | Reduce -7.3% | 123,054 | $6.2M |
| Blair William & Co. | 0.02% | Add +129.7% | 122,479 | $6.2M |
| Websterrogers Financial Advisors, LLC | 2.18% | Add +17.9% | 120,940 | $6.1M |
| Keudell/Morrison Wealth Management | 1.82% | Reduce -2.3% | 118,741 | $6.0M |
| Cooper/Haims Advisors, LLC | 3.47% | Reduce -40.6% | 118,092 | $6.0M |
| Jacobson & Schmitt Advisors, LLC | 1.41% | Add +7.3% | 117,471 | $5.9M |
| SageView Advisory Group, LLC | 0.30% | New | 36,377 | $5.9M |
| Stage Harbor Financial, LLC | 5.35% | Reduce -8.0% | 116,283 | $5.9M |
| Bristlecone Advisors, LLC | 0.51% | Add +12.2% | 114,311 | $5.8M |
| Hurlow Wealth Management Group, Inc. | 2.03% | Add +7.2% | 113,692 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +7.4% | 113,671 | $5.8M |
| Traction Financial Partners, LLC | 4.48% | Add +1.0% | 114,341 | $5.7M |
| Schiavi & Co LLC | 2.25% | Reduce -8.4% | 112,583 | $5.7M |
| PFG Advisors | 0.42% | Reduce -2.8% | 112,521 | $5.7M |
| CoreCap Advisors, LLC | 0.30% | Add +7.6% | 111,979 | $5.7M |
| TD Private Client Wealth LLC | 0.18% | Add +47.9% | 111,252 | $5.6M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -34.3% | 110,789 | $5.6M |
| Axxcess Wealth Management, LLC | 0.16% | Reduce -10.5% | 110,593 | $5.6M |
| Dravo Bay LLC | 3.31% | Reduce -1.2% | 109,858 | $5.6M |
| Brandywine Oak Private Wealth LLC | 0.58% | Add +1.9% | 109,735 | $5.6M |
| Liberty Capital Management, Inc. | 1.36% | Add +3.0% | 108,709 | $5.5M |
| Spire Wealth Management | 0.10% | Add +0.7% | 108,385 | $5.5M |
| Paragon Capital Management Ltd | 0.98% | Add +7.0% | 108,232 | $5.5M |
| Tilson Financial Group, Inc. | 2.92% | Add +32.6% | 107,586 | $5.4M |
| Hart & Patterson Financial Group LLC | 2.69% | Reduce -0.7% | 107,343 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.91% | Add +1.2% | 107,246 | $5.4M |
| Citigroup Inc. | 0.01% | Reduce -36.2% | 106,864 | $5.4M |
| SP Asset Management LLC | 0.50% | Reduce -8.1% | 106,635 | $5.4M |
| Opal Wealth Advisors, LLC | 1.83% | Reduce -0.7% | 106,473 | $5.4M |
| Meeder Asset Management Inc. | 0.34% | Add +7.2% | 106,151 | $5.4M |
| Hunter Associates Investment Management LLC | 0.90% | Add +16.3% | 105,617 | $5.3M |
| Pathstone Holdings, LLC | 0.03% | Add +4.8% | 105,327 | $5.3M |
| Newman Dignan & Sheerar, Inc. | 1.43% | Add +12.1% | 105,232 | $5.3M |
| Beacon Wealthcare LLC | 2.43% | Add +5.2% | 105,105 | $5.3M |
| McNamara Financial Services, Inc. | 1.13% | Add +6.5% | 103,941 | $5.3M |
| Executive Wealth Management, LLC | 0.46% | Reduce -17.5% | 104,003 | $5.2M |
| Eagle Rock Investment Company, LLC | 0.95% | No change | 101,058 | $5.1M |
| CW Advisors, LLC | 0.09% | Add +1.4% | 100,871 | $5.1M |
| Element Pointe Advisors, LLC | 1.31% | Add +296.7% | 100,725 | $5.1M |
| Burt Wealth Advisors | 1.29% | Add +0.6% | 100,571 | $5.1M |
| Towneley Capital Management, Inc / DE | 1.24% | Reduce -1.1% | 99,255 | $5.0M |
| Aprio Wealth Management, LLC | 0.98% | Add +89.8% | 99,199 | $5.0M |
| TD Capital Management LLC | 0.53% | Reduce -11.3% | 97,831 | $5.0M |
| Capstone Financial Advisors, Inc. | 0.33% | Add +8.7% | 97,309 | $4.9M |
| Invst, LLC | 0.58% | Add +7.2% | 97,571 | $4.9M |
| Aptus Capital Advisors, LLC | 0.11% | New | 97,015 | $4.9M |
| Sand Hill Global Advisors, LLC | 0.23% | Reduce -16.9% | 96,638 | $4.9M |
| Values Added Financial LLC | 3.80% | Add +36.5% | 96,280 | $4.9M |
| Alaethes Wealth, LLC | 2.12% | Add +13.8% | 95,714 | $4.8M |
| Financial Guidance Group, Inc. | 3.14% | Add +0.9% | 95,609 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +56.4% | 95,495 | $4.8M |
| Flow Traders U.S. LLC | 0.26% | New | 95,086 | $4.8M |
| Kelman-Lazarov, Inc. | 0.94% | Add +6.5% | 94,689 | $4.8M |
| Dorsey & Whitney Trust CO LLC | 0.33% | Reduce -38.9% | 94,659 | $4.8M |
| Principal Securities, Inc. | 0.15% | Add +2.8% | 92,966 | $4.7M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -3.6% | 92,409 | $4.7M |
| Patriot Investment Management Group, Inc. | 0.37% | Add +2.8% | 91,293 | $4.6M |
| Park Avenue Securities LLC | 0.06% | Reduce -0.7% | 91,071 | $4.6M |
| Soundmark Wealth Management, LLC | 2.03% | Add +0.4% | 90,286 | $4.6M |
| Nwam LLC | 0.37% | Reduce -4.5% | 90,310 | $4.6M |
| Schmidt P J Investment Management Inc. | 0.86% | Add +1.9% | 90,133 | $4.6M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +10.1% | 90,047 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.76% | Reduce -0.4% | 89,843 | $4.5M |
| Nisa Investment Advisors, LLC | 0.03% | New | 89,810 | $4.5M |
| Girard Partners LTD. | 0.43% | Reduce -41.4% | 89,729 | $4.5M |
| Hanson & Doremus Investment Management | 0.78% | Add +1098.5% | 893,667 | $4.5M |
| Yeomans Consulting Group, Inc. | 1.98% | Reduce -0.2% | 89,264 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +9.7% | 88,321 | $4.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.53% | Reduce -42.4% | 87,832 | $4.4M |
| LVW Advisors, LLC | 0.75% | Reduce -6.8% | 87,817 | $4.4M |
| Lincoln National Corp. | 0.07% | Add +19.9% | 85,426 | $4.3M |
| Benchmark Wealth Management, LLC | 2.35% | Add +29.6% | 85,376 | $4.3M |
| Studio Investment Management LLC | 1.02% | Reduce -10.0% | 84,727 | $4.3M |
| Dynasty Wealth Management, LLC | 0.14% | — | 84,402 | $4.3M |
| Compound Planning, Inc. | 0.39% | Add +43.4% | 84,338 | $4.3M |
| Financial Life Advisors | 1.78% | Reduce -1.1% | 83,912 | $4.2M |
| Financial Freedom, LLC | 2.50% | Reduce -0.2% | 83,221 | $4.2M |
| American Financial & Tax Strategies Inc. | 2.25% | Add +18.4% | 82,728 | $4.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +9.7% | 82,611 | $4.2M |
| WealthCollab, LLC | 3.07% | Add +1.1% | 82,349 | $4.2M |
| Visionary Wealth Advisors | 0.28% | Add +14.0% | 82,148 | $4.2M |
| Tortoise Investment Management, LLC | 0.50% | Add +5.1% | 81,815 | $4.1M |
| Townsquare Capital LLC | 0.06% | Reduce -13.8% | 80,862 | $4.1M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -13.3% | 80,424 | $4.1M |
| Alesco Advisors, LLC, An ESL Co | 0.13% | Reduce -1.6% | 79,543 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -3.9% | 79,266 | $4.0M |
| TAGStone Capital, Inc. | 2.33% | Reduce -0.2% | 78,669 | $4.0M |
| Advisory Services Network, LLC | 0.09% | Reduce -14.4% | 78,420 | $4.0M |
| Carmichael Hill & Associates, Inc. | 1.63% | Reduce -2.3% | 78,259 | $4.0M |
| Steph & Co. | 1.36% | Add +0.7% | 77,805 | $3.9M |
| Stonebridge Capital Advisors LLC | 0.35% | Add +96.0% | 77,748 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +14.2% | 77,735 | $3.9M |
| OLIO Financial Planning | 1.60% | Reduce -0.3% | 74,695 | $3.8M |
| Symmetry Partners, LLC | 0.30% | Reduce -4.8% | 75,062 | $3.8M |
| My Legacy Advisors, LLC | 1.27% | Reduce -0.7% | 74,943 | $3.8M |
| Creative Financial Designs Inc. | 0.35% | Reduce -1.3% | 74,067 | $3.7M |
| High Falls Advisors, Inc | 0.94% | Add +19.7% | 73,986 | $3.7M |
| McNaughton Wealth Management, LLC | 2.06% | Add +2.3% | 73,484 | $3.7M |
| PrairieView Partners, LLC | 0.42% | Add +47.7% | 72,084 | $3.6M |
| IHT Wealth Management, LLC | 0.15% | Add +38.4% | 72,095 | $3.6M |
| Vise Technologies, Inc. | 0.72% | Add +2.5% | 72,082 | $3.6M |
| Merit Financial Group, LLC | 0.09% | Add +257.8% | 72,887 | $3.6M |
| IFP Advisors, Inc | 0.16% | Add +6.8% | 71,553 | $3.6M |
| Great Waters Wealth Management | 0.59% | Reduce -21.5% | 71,227 | $3.6M |
| Sepio Capital, LP | 0.31% | Add +0.5% | 71,041 | $3.6M |
| SteelPeak Wealth, LLC | 0.18% | Add +63.4% | 69,707 | $3.5M |
| Stokes Family Office, LLC | 0.44% | Add +1.5% | 69,308 | $3.5M |
| High Probability Advisors, LLC | 0.65% | Reduce -5.3% | 69,220 | $3.5M |
| Mutual Advisors, LLC | 0.11% | Add +18.0% | 69,135 | $3.5M |
| Ratio Wealth Group | 0.65% | New | 68,860 | $3.5M |
| American Investment Services, Inc. | 0.61% | Reduce -10.4% | 68,067 | $3.4M |
| Brown Wealth Management, LLC | 1.42% | Reduce -6.5% | 67,984 | $3.4M |
| Prestige Wealth Management Group LLC | 0.74% | Add +1.9% | 67,963 | $3.4M |
| Capital Investment Services of America, Inc. | 0.33% | No change | 67,955 | $3.4M |
| Watchman Group, Inc. | 1.02% | Reduce -35.1% | 66,996 | $3.4M |
| Washington Trust Advisors, Inc. | 0.31% | Reduce -2.5% | 66,692 | $3.4M |
| Farther Finance Advisors, LLC | 0.20% | Add +10.0% | 66,948 | $3.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -2.5% | 66,324 | $3.4M |
| Westover Capital Advisors, LLC | 0.98% | Add +27.0% | 66,234 | $3.4M |
| Wealth Alliance, LLC | 0.44% | Reduce -0.1% | 65,678 | $3.3M |
| Janiczek Wealth Management, LLC | 0.71% | Add +16.4% | 65,661 | $3.3M |
| Galvin, Gaustad & Stein, LLC | 0.31% | Reduce -4.2% | 65,070 | $3.3M |
| Baker Avenue Asset Management, LP | 0.13% | Add +2.7% | 64,706 | $3.3M |
| Equita Financial Network, Inc. | 1.47% | New | 64,468 | $3.3M |
| Vannoy Advisory Group, Inc. | 2.53% | Reduce -0.0% | 64,258 | $3.3M |
| Shared Vision Wealth Group LLC | 1.99% | Reduce -0.2% | 62,934 | $3.2M |
| Elmwood Wealth Management, Inc. | 1.36% | Add +18.3% | 62,647 | $3.2M |
| Leverty Financial Group, LLC | 1.87% | Add +0.4% | 62,024 | $3.1M |
| Cherry Tree Wealth Management, LLC | 0.79% | Add +18.2% | 61,800 | $3.1M |
| Meridian Wealth Partners, LLC | 0.56% | Add +0.4% | 61,775 | $3.1M |
| Insight Wealth Strategies, LLC | 0.46% | Add +5.6% | 61,660 | $3.1M |
| Rain Capital Management, LLC | 2.09% | Add +19.7% | 61,589 | $3.1M |
| Signaturefd, LLC | 0.07% | Add +1.3% | 61,543 | $3.1M |
| Chesley Taft & Associates LLC | 0.16% | Add +13.3% | 60,630 | $3.1M |
| Phillips Financial Management, LLC | 0.25% | Reduce -4.6% | 60,366 | $3.1M |
| Capital Asset Advisory Services LLC | 0.17% | Reduce -4.2% | 60,960 | $3.0M |
| Vicus Capital | 0.28% | Add +0.3% | 60,058 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +5.8% | 59,019 | $3.0M |
| Compass Advisory Group LLC | 1.32% | Reduce -3.0% | 58,962 | $3.0M |
| Pinnacle Associates Ltd. | 0.05% | Add +4.4% | 58,833 | $3.0M |
| Prairieview Wealth Partners, LLC | 2.69% | Add +1.7% | 58,503 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.32% | Add +4.4% | 58,333 | $3.0M |
| Country Club Bank | 0.21% | Reduce -3.4% | 58,308 | $3.0M |
| Grand Wealth Management, LLC | 1.40% | Add +43.4% | 58,048 | $2.9M |
| Ogorek Anthony Joseph /NY/ | 1.02% | Reduce -0.5% | 57,767 | $2.9M |
| Cannon Financial Strategists, Inc. | 0.57% | Add +2.6% | 57,651 | $2.9M |
| Harbour Investments, Inc. | 0.10% | Reduce -4.9% | 57,613 | $2.9M |
| Trinity Financial Advisors LLC | 1.28% | Add +11.8% | 56,358 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +12.7% | 56,068 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +6.8% | 55,953 | $2.8M |
| Mosaic Advisors LLC | 2.31% | Add +0.5% | 55,877 | $2.8M |
| Hancock Whitney Corp. | 0.10% | Reduce -3.4% | 55,613 | $2.8M |
| LifePlan Investment Advisors, Inc. | 2.23% | Add +8.1% | 55,213 | $2.8M |
| Sonata Capital Group Inc. | 1.25% | Add +2.5% | 54,380 | $2.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +11.6% | 54,562 | $2.7M |
| FDx Advisors, Inc. | 0.41% | Reduce -1.2% | 53,712 | $2.7M |
| Valeo Financial Advisors, LLC | 0.10% | Add +24.7% | 54,229 | $2.7M |
| Busey Bank | 0.10% | Reduce -10.6% | 53,419 | $2.7M |
| Diversify Advisory Services, LLC | 0.16% | — | 53,035 | $2.7M |
| Composition Wealth, LLC | 0.07% | Reduce -3.7% | 52,100 | $2.6M |
| Sunesis Advisors, LLC | 1.54% | No change | 51,998 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +2.7% | 51,861 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.53% | Add +16.6% | 50,699 | $2.6M |
| Transcend Capital Advisors, LLC | 0.21% | Reduce -0.2% | 50,586 | $2.6M |
| Neumann Capital Management, LLC | 0.91% | Add +1.2% | 50,550 | $2.6M |
| Financial Planning & Information Services, Inc. | 0.38% | Reduce -9.2% | 50,442 | $2.6M |
| Chatham Capital Group, Inc. | 0.46% | Add +82.4% | 49,815 | $2.5M |
| Aveo Capital Partners, LLC | 0.27% | Reduce -43.2% | 49,850 | $2.5M |
| Cornerstone Advisors Asset Management, LLC | 0.88% | No change | 49,254 | $2.5M |
| Kitching Partners, LLC | 4.72% | Add +0.6% | 49,125 | $2.5M |
| First American Trust, FSB | 0.26% | Add +40.3% | 48,976 | $2.5M |
| VestGen Investment Management | 0.75% | Add +7.9% | 48,782 | $2.5M |
| FFT Wealth Management LLC | 0.21% | Add +5.0% | 48,751 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +7.2% | 48,701 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +100.3% | 48,701 | $2.5M |
| Pure Financial Advisors, LLC | 0.08% | Reduce -8.1% | 48,114 | $2.4M |
| Connectus Wealth, LLC | 0.07% | Reduce -10.3% | 47,921 | $2.4M |
| Wrenne Financial Planning LLC | 1.79% | Reduce -7.6% | 47,813 | $2.4M |
| Rockbridge Investment Management, LCC | 0.35% | Add +45.4% | 47,398 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +10.7% | 47,345 | $2.4M |
| Breakwater Capital Group | 0.60% | Add +1.2% | 47,162 | $2.4M |
| Glen Eagle Advisors, LLC | 0.45% | Reduce -2.1% | 47,051 | $2.4M |
| One Degree Advisors Inc | 1.18% | Add +0.2% | 46,740 | $2.4M |
| Fifth Third Securities, Inc. | 0.23% | Add +14.8% | 46,699 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -24.4% | 45,859 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.53% | Add +0.7% | 45,710 | $2.3M |
| Integrity Wealth Solutions LLC | 1.50% | Add +7.4% | 45,493 | $2.3M |
| RiverGlades Family Offices LLC | 1.83% | Reduce -2.4% | 45,671 | $2.3M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +40.4% | 45,335 | $2.3M |
| Watershed Private Wealth LLC | 1.01% | Add +107.1% | 45,249 | $2.3M |
| Wealthspire Retirement, LLC | 0.20% | Add +6.8% | 45,220 | $2.3M |
| O'ROURKE & COMPANY, Inc | 1.33% | Add +7.7% | 45,208 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.55% | Add +25.0% | 44,839 | $2.3M |
| Mustard Seed Financial, LLC | 2.25% | Add +6.6% | 44,640 | $2.3M |
| Sterling Financial Planning, Inc. | 0.91% | Add +15.9% | 44,526 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +7.0% | 44,267 | $2.2M |
| Fisher Asset Management | 0.00% | Add +10.1% | 44,020 | $2.2M |
| Life Planning Partners, Inc | 2.19% | Reduce -8.6% | 43,546 | $2.2M |
| Plum Street Advisors, LLC | 1.11% | Add +83.3% | 42,883 | $2.2M |
| Legacy PCG, LLC | 1.38% | Add +25.6% | 43,321 | $2.2M |
| Centurion Wealth Management LLC | 0.86% | Add +2.8% | 43,171 | $2.2M |
| Keybank National Association | 0.01% | Add +14.3% | 43,010 | $2.2M |
| Waterway Wealth Management, LLC | 0.96% | Reduce -52.8% | 43,000 | $2.2M |
| Core Wealth Advisors, Inc. | 0.74% | Add +11.4% | 42,839 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Add +1.1% | 42,500 | $2.2M |
| Windham Capital Management, LLC | 1.69% | Add +1.1% | 42,331 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -41.3% | 42,277 | $2.1M |
| Eagle Global Advisors LLC | 0.12% | No change | 41,730 | $2.1M |
| Marcum Wealth, LLC | 0.21% | Add +23.4% | 41,581 | $2.1M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Add +7.8% | 41,577 | $2.1M |
| Motive Wealth Advisors | 1.27% | Add +409.7% | 41,537 | $2.1M |
| HUB Investment Partners, LLC | 0.12% | Add +49.6% | 41,157 | $2.1M |
| Acima Private Wealth, LLC | 0.76% | Add +5.6% | 40,738 | $2.1M |
| Aletheian Wealth Advisors LLC | 1.12% | Reduce -1.6% | 40,735 | $2.1M |
| Steward Partners Investment Solutions, LLC | 0.34% | New | 40,499 | $2.0M |
| Beacon Bridge Wealth Partners, LLC | 0.96% | Reduce -11.8% | 40,170 | $2.0M |
| Hanover Advisors Inc. | 0.85% | Add +20.5% | 39,883 | $2.0M |
| Snider Financial Group | 0.83% | Add +1.2% | 39,373 | $2.0M |
| Boyd Wealth Management, LLC | 1.13% | Add +15.1% | 39,180 | $2.0M |
| FLC Capital Advisors | 0.50% | Reduce -2.0% | 38,956 | $2.0M |
| Commerce Bank | 0.01% | Add +0.2% | 38,836 | $2.0M |
| Evolution Wealth Advisors, LLC | 0.38% | No change | 38,832 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce -26.0% | 38,798 | $2.0M |
| Global Retirement Partners, LLC | 0.07% | Add +2.3% | 38,709 | $2.0M |
| Drive Wealth Management, LLC | 0.55% | Add +3.4% | 38,644 | $2.0M |
| Beta Wealth Group, Inc. | 0.95% | Reduce -36.8% | 38,530 | $1.9M |
| Rede Wealth, LLC | 0.81% | Reduce -35.3% | 38,317 | $1.9M |
| Collective Family Office LLC | 0.63% | Reduce -3.7% | 38,240 | $1.9M |
| Everhart Financial Group, Inc. | 0.56% | Reduce -1.6% | 38,211 | $1.9M |
| Stone Summit Wealth LLC | 0.67% | Add +24.6% | 37,860 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.05% | No change | 37,500 | $1.9M |
| Black Diamond Financial, LLC | 0.51% | No change | 36,967 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -0.6% | 37,151 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +19.1% | 37,138 | $1.9M |
| Valley National Advisers Inc. | 0.28% | Add +7.0% | 36,913 | $1.9M |
| Detalus Advisors, LLC | 0.66% | Add +1.1% | 36,799 | $1.9M |
| Highline Wealth Partners LLC | 0.75% | Reduce -8.9% | 36,562 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +84.8% | 36,880 | $1.8M |
| Glassy Mountain Advisors, Inc. | 0.69% | Add +6.3% | 36,324 | $1.8M |
| Middleton & Co. Inc. | 0.21% | No change | 36,300 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.33% | Reduce -1.7% | 36,295 | $1.8M |
| Canopy Partners, LLC | 0.89% | Add +20.0% | 36,116 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +100.8% | 35,979 | $1.8M |
| Denver PWM, LLC | 0.70% | Add +0.6% | 36,298 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.51% | Add +2.0% | 35,830 | $1.8M |
| Financial Counselors Inc. | 0.03% | Reduce -11.9% | 35,518 | $1.8M |
| RCS Financial Planning, LLC | 1.08% | Add +1.1% | 34,601 | $1.8M |
| Cypress Wealth Services, LLC | 0.41% | Reduce -5.4% | 34,414 | $1.7M |
| Highland Financial Advisors, LLC | 0.70% | Reduce -0.4% | 34,369 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +0.4% | 34,379 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Add +1.7% | 34,200 | $1.7M |
| Moneywise, Inc. | 0.94% | New | 34,205 | $1.7M |
| Regimen Wealth, LLC | 0.60% | Add +0.5% | 34,091 | $1.7M |
| Csenge Advisory Group | 0.10% | Reduce -5.7% | 33,958 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +498.9% | 33,934 | $1.7M |
| Meredith Wealth Planning | 0.96% | Add +52.6% | 33,880 | $1.7M |
| Almanack Investment Partners, LLC. | 0.29% | Add +10.3% | 33,871 | $1.7M |
| Linscomb Wealth, Inc. | 0.09% | Add +24.0% | 33,240 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.39% | Add +274.1% | 33,227 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Reduce -28.3% | 33,113 | $1.7M |
| SJS Investment Consulting Inc. | 0.33% | Add +28.7% | 32,944 | $1.7M |
| Regal Investment Advisors LLC | 0.11% | Reduce -0.3% | 32,750 | $1.7M |
| Wheelhouse Advisory Group LLC | 1.27% | Reduce -0.3% | 32,666 | $1.7M |
| Von Berge Wealth Management Group, LLC | 1.06% | Add +30.8% | 32,639 | $1.7M |
| Stephens Inc. | 0.03% | Add +37.2% | 32,485 | $1.6M |
| Opes Wealth Management LLC | 0.38% | Add +29.9% | 32,185 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.65% | Add +1.0% | 32,020 | $1.6M |
| Petra Financial Advisors Inc. | 1.18% | No change | 31,728 | $1.6M |
| W Advisors, LLC | 1.09% | Reduce -13.7% | 31,316 | $1.6M |
| Lane & Associates LLC | 0.99% | Add +0.9% | 31,239 | $1.6M |
| First Pacific Financial | 0.44% | Add +20.3% | 30,959 | $1.6M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -1.0% | 30,934 | $1.6M |
| Walden Wealth Partners LLC | 0.91% | Reduce -10.2% | 31,168 | $1.6M |
| Dohj, LLC | 0.41% | Reduce -21.2% | 30,784 | $1.6M |
| Intergy Private Wealth, LLC | 0.64% | Reduce -1.0% | 30,783 | $1.6M |
| Kuhn & Co Investment Counsel | 1.46% | Add +11.1% | 30,724 | $1.6M |
| Perennial Advisors, LLC | 0.36% | Add +0.7% | 30,568 | $1.5M |
| Theory Financial LLC | 0.78% | Reduce -0.1% | 30,414 | $1.5M |
| WealthShield Partners, LLC | 0.25% | Reduce -7.6% | 30,199 | $1.5M |
| Betterment LLC | 0.00% | Add +36.1% | 30,155 | $1.5M |
| Continuum Advisory, LLC | 0.23% | Reduce -31.7% | 30,246 | $1.5M |
| Twele Capital Management, Inc. | 0.34% | Reduce -3.2% | 29,871 | $1.5M |
| True Vision MN LLC | 1.06% | Reduce -0.1% | 30,260 | $1.5M |
| GSG Advisors LLC | 0.55% | Add +23.4% | 29,956 | $1.5M |
| Northstar Group, Inc. | 0.30% | Reduce -0.6% | 29,520 | $1.5M |
| Annapolis Financial Services, LLC | 0.49% | Add +3.5% | 29,489 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.26% | Add +21.7% | 29,462 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +4.8% | 29,211 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.43% | Add +5.5% | 28,745 | $1.5M |
| Penney Financial, LLC | 1.07% | Add +5.5% | 28,622 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.91% | Add +136.2% | 28,545 | $1.4M |
| Summit Financial, LLC | 0.09% | Reduce -50.2% | 28,545 | $1.4M |
| RiverFront Investment Group, LLC | 0.04% | Reduce -19.4% | 28,538 | $1.4M |
| Laurel Wealth Advisors LLC | 0.25% | Add +86.8% | 28,529 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.14% | No change | 28,284 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -2.9% | 28,155 | $1.4M |
| LGL Partners, LLC | 0.24% | Add +0.5% | 28,088 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.90% | Add +51.4% | 28,000 | $1.4M |
| Mason & Associates Inc | 0.38% | Reduce -0.1% | 27,903 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.28% | Add +2.6% | 27,598 | $1.4M |
| AE Wealth Management LLC | 0.02% | Reduce -64.1% | 27,547 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +555.3% | 26,906 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.51% | Add +5.6% | 26,732 | $1.4M |
| Columbus Macro, LLC | 0.51% | Reduce -2.5% | 26,677 | $1.3M |
| HHM Wealth Advisors, LLC | 0.22% | Add +50.5% | 26,560 | $1.3M |
| MCF Advisors LLC | 0.10% | Add +562.3% | 26,347 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.91% | Add +138.7% | 26,346 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +54.7% | 25,921 | $1.3M |
| Advisory Alpha, LLC | 0.05% | Reduce -4.2% | 25,767 | $1.3M |
| Capital Insight Partners, LLC | 0.24% | Add +0.1% | 25,748 | $1.3M |
| Leeward Financial Partners, LLC | 0.55% | Add +18.9% | 25,733 | $1.3M |
| VanderPol Investments L.L.C. | 3.70% | No change | 25,514 | $1.3M |
| Culbertson A N & Co. Inc. | 0.22% | Add +65.8% | 25,450 | $1.3M |
| Souders Financial Advisors | 0.20% | Reduce -7.9% | 25,276 | $1.3M |
| Columbia Bank | 0.52% | — | 25,245 | $1.3M |
| Hilltop Partners LLC | 0.45% | Add +20.0% | 25,090 | $1.3M |
| Harbour Investment Management LLC | 0.59% | New | 24,945 | $1.3M |
| McIlrath & Eck, LLC | 0.20% | Add +31.5% | 24,615 | $1.2M |
| Sage Rhino Capital LLC | 0.29% | Add +4.5% | 24,552 | $1.2M |
| Financial Architects, LLC | 0.86% | Reduce -16.8% | 24,485 | $1.2M |
| BLB&B Advisors, LLC | 0.07% | New | 24,130 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +188.4% | 23,901 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.67% | Reduce -1.6% | 23,886 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +5.3% | 23,861 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.71% | Reduce -2.9% | 23,660 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +34.0% | 23,562 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +407.0% | 23,449 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.48% | Add +15.6% | 23,392 | $1.2M |
| Taylor Hoffman Wealth Management | 0.50% | Reduce -0.8% | 23,356 | $1.2M |
| Derbend Asset Management | 0.58% | Add +0.1% | 23,234 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -90.3% | 23,044 | $1.2M |
| Leo Wealth, LLC | 0.12% | Add +0.3% | 22,736 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.13% | Add +88.1% | 22,685 | $1.1M |
| Howe & Rusling Inc. | 0.11% | Add +34.1% | 22,415 | $1.1M |
| IFG Advisory, LLC | 0.08% | Add +9.4% | 22,319 | $1.1M |
| Americana Partners, LLC | 0.09% | Reduce -71.2% | 22,276 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +3.7% | 22,231 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.20% | Add +10.5% | 22,223 | $1.1M |
| TBH Global Asset Management, LLC | 0.22% | New | 22,172 | $1.1M |
| Catalina Capital Group, LLC | 0.48% | New | 22,164 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Add +12.1% | 22,092 | $1.1M |
| Richardson Financial Services Inc. | 0.79% | New | 22,424 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.27% | Add +275.8% | 21,980 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | Add +13.5% | 21,905 | $1.1M |
| Cape Cod Five Cents Savings Bank | 0.11% | Add +1.2% | 21,794 | $1.1M |
| LJI Wealth Management, LLC | 0.28% | Reduce -9.9% | 21,662 | $1.1M |
| St Germain D J Co. Inc. | 0.05% | New | 21,537 | $1.1M |
| Patron Partners, LLC | 0.66% | Reduce -1.2% | 21,526 | $1.1M |
| Olde Wealth Management, LLC | 0.52% | Reduce -10.1% | 21,674 | $1.1M |
| WBH Advisory Inc. | 0.11% | Reduce -1.2% | 21,516 | $1.1M |
| TriaGen Wealth Management LLC | 0.45% | Add +1.9% | 21,506 | $1.1M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -5.5% | 21,306 | $1.1M |
| High Net Worth Advisory Group LLC | 0.34% | Add +7.7% | 21,280 | $1.1M |
| Lebenthal Global Advisors, LLC | 0.24% | Add +6.4% | 21,047 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.27% | Add +36.1% | 21,037 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +18.5% | 21,229 | $1.1M |
| Conscious Wealth Investments, LLC | 0.80% | Reduce -14.7% | 21,139 | $1.1M |
| FF Advisors,LLC | 0.72% | Add +16.2% | 20,619 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.29% | Add +10.6% | 20,618 | $1.0M |
| Grey Fox Wealth Advisors, LLC | 0.39% | Reduce -3.0% | 20,574 | $1.0M |
| Lincoln Capital Corp. | 0.45% | Add +10.8% | 20,525 | $1.0M |
| S.A. Mason LLC | 0.62% | No change | 20,470 | $1.0M |
| 1834 Investment Advisors Co. | 0.12% | Reduce -9.5% | 20,448 | $1.0M |
| Boxwood Ventures, Inc. | 1.81% | No change | 20,380 | $1.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +34.4% | 20,309 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.14% | No change | 20,250 | $1.0M |
| Operose Advisors LLC | 0.35% | Add +3933.9% | 20,210 | $1.0M |
| Long Island Wealth Management, Inc. | 0.72% | Add +0.7% | 20,201 | $1.0M |
| Revolve Wealth Partners, LLC | 0.17% | Add +8.8% | 20,174 | $1.0M |
| Heritage Financial Services, LLC | 0.15% | Reduce -22.2% | 20,117 | $1.0M |
| Bell Bank | 0.09% | No change | 19,954 | $1.0M |
| PFW Advisors LLC | 0.31% | Reduce -2.1% | 19,940 | $1.0M |
| ML & R Wealth Management LLC | 0.23% | Reduce -15.4% | 19,931 | $1.0M |
| Exchange Capital Management, Inc. | 0.16% | Add +125.5% | 19,835 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.2% | 19,817 | $1.0M |
| Wolff Financial Management LLC | 0.29% | Add +0.3% | 19,751 | $999K |
| Private Trust Co. NA | 0.11% | Add +5.5% | 19,607 | $992K |
| Evolution Advisers, Inc. | 0.59% | Reduce -1.5% | 19,594 | $992K |
| Mayport, LLC | 0.38% | No change | 19,523 | $988K |
| Argent Trust Co | 0.04% | Reduce -1.1% | 19,433 | $983K |
| Savvy Advisors, Inc. | 0.57% | New | 19,421 | $983K |
| CFO4Life Group, LLC | 0.18% | Reduce -10.2% | 19,413 | $982K |
| Human Investing LLC | 0.20% | Add +9.5% | 19,233 | $973K |
| FC Advisory LLC | 0.36% | Add +3.9% | 19,191 | $971K |
| Farrell Financial LLC | 0.78% | Add +46.5% | 18,873 | $955K |
| Evernest Financial Advisors, LLC | 0.45% | Add +89.8% | 19,075 | $953K |
| AdvisorNet Financial, Inc | 0.09% | No change | 18,722 | $947K |
| Financial Strategies Group, Inc. | 0.25% | Add +16.3% | 18,882 | $947K |
| Optas, LLC | 0.26% | Add +0.7% | 18,570 | $940K |
| Fiducient Advisors LLC | 0.19% | Reduce -2.0% | 18,556 | $939K |
| Presilium Private Wealth, LLC | 0.25% | Add +78.2% | 18,469 | $935K |
| Hexagon Capital Partners LLC | 0.21% | Add +31.9% | 18,425 | $932K |
| Sax Wealth Advisors, LLC | 0.11% | Add +2.5% | 18,322 | $927K |
| RDA Financial Network | 0.32% | Reduce -5.1% | 18,290 | $925K |
| HB Wealth Management, LLC | 0.01% | Reduce -7.2% | 18,226 | $922K |
| Sargent Investment Group, LLC | 0.20% | Reduce -14.1% | 18,012 | $911K |
| Lockerman Financial Group, Inc. | 1.74% | Add +2.4% | 17,984 | $910K |
| Frank, Rimerman Advisors LLC | 0.17% | No change | 17,877 | $905K |
| Florida Trust Wealth Management Co | 0.03% | Add +8.3% | 17,870 | $904K |
| Encompass Wealth Advisors, LLC | 0.24% | Add +9.9% | 17,820 | $902K |
| Eclectic Associates Inc. | 0.41% | Reduce -31.9% | 17,757 | $899K |
| Archford Capital Strategies, LLC | 0.15% | Reduce -17.5% | 17,744 | $898K |
| EPG Wealth Management LLC | 0.22% | Reduce -8.3% | 17,724 | $897K |
| Moody National Bank Trust Division | 0.07% | No change | 17,661 | $894K |
| Montag A & Associates Inc. | 0.04% | Add +7.3% | 17,647 | $893K |
| Global Financial Private Client, LLC | 0.38% | Add +0.4% | 17,618 | $887K |
| Creative Capital Management Investments LLC | 0.46% | Add +1.1% | 17,500 | $886K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -2.2% | 17,412 | $881K |
| NewSquare Capital LLC | 0.08% | Reduce -2.9% | 17,375 | $879K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -35.9% | 17,325 | $877K |
| Kraft Asset Management, LLC | 0.70% | No change | 17,286 | $875K |
| Hill Investment Group Partners, LLC | 0.12% | Add +6.9% | 17,079 | $864K |
| Lodestar Private Asset Management LLC | 0.12% | Add +0.8% | 17,078 | $864K |
| Arax Advisory Partners | 0.09% | Add +17.5% | 16,997 | $860K |
| Orcam Financial Group | 0.94% | No change | 16,985 | $859K |
| Ieq Capital, LLC | 0.01% | Reduce -14.1% | 16,964 | $858K |
| Tenon Financial LLC | 0.72% | — | 16,959 | $858K |
| Brio Consultants, LLC | 0.14% | Add +63.8% | 16,880 | $854K |
| Southland Equity Partners LLC | 0.24% | No change | 16,809 | $851K |
| Lakewood Asset Management LLC | 0.58% | Add +94.1% | 16,787 | $849K |
| Capasso Planning Partners LLC | 0.35% | Reduce -3.2% | 16,764 | $848K |
| BlackRock Inc. | 0.00% | Reduce -13.5% | 16,650 | $842K |
| United Advisor Group, LLC | 0.32% | Reduce -36.6% | 16,635 | $842K |
| Pineridge Advisors LLC | 0.29% | Reduce -4.6% | 16,513 | $836K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -61.7% | 16,379 | $829K |
| Titan Global Capital Management USA LLC | 0.13% | Add +15.8% | 16,378 | $829K |
| MIdWestOne Financial Group, Inc. | 0.15% | Add +278.4% | 16,310 | $825K |
| Wetzel Investment Advisors, Inc. | 0.48% | Reduce -1.1% | 16,472 | $823K |
| Advus Financial Partners, LLC | 0.25% | Reduce -18.2% | 16,203 | $820K |
| Fairhaven Wealth Management, LLC | 0.28% | Reduce -82.1% | 16,116 | $815K |
| Precedent Wealth Partners, LLC | 0.35% | Add +14.2% | 16,066 | $813K |
| Apeiron RIA LLC | 0.23% | Add +0.9% | 16,040 | $812K |
| Wealth Management Resources, Inc. | 0.23% | New | 16,000 | $810K |
| Northwest Capital Management Inc | 0.26% | No change | 15,980 | $809K |
| Main Street Financial Solutions, LLC | 0.09% | New | 15,952 | $807K |
| Towerpoint Wealth, LLC | 0.40% | No change | 15,832 | $801K |
| Janney Capital Management LLC | 0.05% | Reduce -0.5% | 15,770 | $798K |
| Forum Private Client Group LLC | 0.39% | Add +84.6% | 15,753 | $797K |
| Ade, LLC | 0.53% | Reduce -67.1% | 15,739 | $796K |
| LPWM LLC | 0.29% | Reduce -0.3% | 15,982 | $796K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +6.5% | 16,551 | $796K |
| Shepherd Kaplan Krochuk, LLC | 0.64% | No change | 15,724 | $796K |
| Bond & Devick Financial Network, Inc. | 0.43% | No change | 15,655 | $792K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -6.7% | 15,639 | $791K |
| Allegiance Financial Group Advisory Services LLC | 0.32% | Reduce -1.1% | 15,637 | $791K |
| Cedar Brook Financial Partners, LLC | 0.16% | Reduce -4.0% | 15,567 | $788K |
| Riverview Trust Co | 0.61% | New | 15,525 | $786K |
| Checchi Capital Advisers, LLC | 0.06% | New | 15,489 | $784K |
| Roundview Capital LLC | 0.06% | No change | 15,448 | $782K |
| Landaas & Co. /Wi | 0.25% | Add +2.0% | 15,332 | $776K |
| RFP Financial Group LLC | 0.30% | Add +40.8% | 15,119 | $765K |
| Armstrong Advisory Group, Inc. | 0.07% | No change | 14,954 | $763K |
| Bernardo Wealth Planning LLC | 0.21% | New | 15,041 | $761K |
| Proffitt & Goodson Inc. | 0.14% | Add +25.4% | 15,024 | $760K |
| Argonautica Private Wealth Management, Inc. | 0.27% | Add +14.7% | 15,003 | $759K |
| Veery Capital, LLC | 0.31% | Reduce -62.6% | 14,941 | $756K |
| Procyon Advisors, LLC | 0.06% | Reduce -81.0% | 14,913 | $755K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 14,896 | $754K |
| Choreo, LLC | 0.02% | Add +55.5% | 14,893 | $754K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -3.0% | 14,818 | $750K |
| DHJJ Financial Advisors, Ltd. | 0.33% | Add +1.7% | 14,811 | $749K |
| OneAscent Financial Services LLC | 0.08% | Add +1.7% | 14,774 | $748K |
| North Star Investment Management Corp. | 0.05% | No change | 14,775 | $748K |
| Moser Wealth Advisors, LLC | 0.41% | Reduce -1.7% | 14,705 | $744K |
| Madison Wealth Partners, Inc | 0.27% | Add +15.7% | 14,594 | $738K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -2.8% | 14,490 | $733K |
| Hollencrest Capital Management | 0.03% | Reduce -4.0% | 14,480 | $733K |
| Mma Asset Management LLC | 0.34% | Add +17.5% | 14,559 | $732K |
| First Heartland Consultants, Inc. | 0.08% | Add +61.6% | 14,421 | $730K |
| Greytown Advisors Inc. | 0.41% | Add +36.5% | 14,423 | $730K |
| HT Partners LLC | 0.26% | Add +80.0% | 14,273 | $722K |
| Windward Private Wealth Management Inc. | 0.29% | Reduce -36.2% | 14,217 | $719K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +3.3% | 14,080 | $712K |
| Allen Capital Group, LLC | 0.10% | Add +210.5% | 14,024 | $710K |
| Eagle Wealth Strategies LLC | 0.56% | Add +2.0% | 13,805 | $695K |
| Apexium Financial, LP | 0.05% | Add +3.2% | 13,646 | $690K |
| Burney Co./ | 0.03% | Add +8.7% | 13,633 | $690K |
| Astoria Portfolio Advisors LLC. | 0.26% | Reduce -4.6% | 13,489 | $674K |
| Icon Wealth Advisors, LLC | 0.06% | Add +4.5% | 13,325 | $674K |
| FSA Advisors, Inc. | 0.72% | Reduce -0.1% | 13,287 | $672K |
| BCGM Wealth Management, LLC | 0.24% | No change | 13,153 | $666K |
| First Merchants Corp. | 0.05% | Reduce -11.5% | 13,126 | $664K |
| Spinnaker Investment Group, LLC | 0.19% | Add +1.0% | 13,035 | $660K |
| Mills Wealth Advisors LLC | 0.48% | Reduce -42.9% | 13,023 | $659K |
| Goodwin Investment Advisory | 0.31% | Reduce -19.5% | 12,976 | $657K |
| West Michigan Advisors, LLC | 0.21% | Reduce -0.8% | 12,951 | $655K |
| Lokken Investment Group LLC | 0.33% | Add +6.0% | 12,943 | $655K |
| Private Capital Management LLC | 0.14% | Reduce -9.9% | 12,930 | $654K |
| Breakwater Investment Management | 0.30% | — | 12,899 | $653K |
| Omega Advisors (Leon Cooperman) | 0.03% | No change | 12,876 | $652K |
| Founders Financial Securities LLC | 0.07% | Reduce -17.2% | 12,858 | $651K |
| Norden Group LLC | 0.13% | Reduce -57.0% | 12,839 | $650K |
| Financial Advocates Investment Management | 0.04% | Add +44.7% | 12,796 | $648K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -13.1% | 12,743 | $645K |
| Blankinship & Foster, LLC | 0.17% | Add +0.5% | 12,694 | $642K |
| SlateStone Wealth, LLC | 0.06% | Reduce -2.1% | 12,608 | $638K |
| LaSalle St. Investment Advisors, LLC | 0.35% | Add +27.8% | 12,318 | $623K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Reduce -2.3% | 12,308 | $623K |
| WASHINGTON TRUST Co | 0.02% | No change | 12,300 | $622K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +32.3% | 12,136 | $614K |
| Bear Mountain Capital, Inc. | 0.26% | Reduce -3.5% | 11,996 | $599K |
| Crabel Capital Management, LLC | 0.52% | Reduce -69.6% | 11,793 | $597K |
| Certus Wealth Management, LLC | 0.47% | No change | 11,919 | $596K |
| Prospera Financial Services Inc | 0.02% | Add +13.1% | 11,764 | $595K |
| Intrua Financial, LLC | 0.09% | Reduce -2.0% | 11,745 | $594K |
| Bray Capital Advisors | 0.15% | No change | 11,679 | $591K |
| Horizon Investments, LLC | 0.02% | Add +2.1% | 11,677 | $588K |
| Moseley Investment Management Inc. | 0.29% | Reduce -9.1% | 11,604 | $587K |
| Two Sigma Securities, LLC | 0.03% | New | 11,448 | $579K |
| Rockland Trust Co. | 0.03% | Reduce -22.1% | 11,440 | $579K |
| Glenview Trust Co | 0.01% | Add +56.6% | 11,308 | $572K |
| Agate Pass Investment Management, LLC | 0.31% | Add +5.8% | 11,284 | $571K |
| AlphaQ Advisors LLC | 0.34% | Reduce -8.4% | 11,237 | $569K |
| LM Advisors LLC | 0.10% | No change | 11,155 | $564K |
| Charles Schwab Trust Co | 0.05% | New | 11,000 | $557K |
| Red Tortoise LLC | 0.31% | Add +3.7% | 10,984 | $556K |
| Abbrea Capital, LLC | 0.07% | No change | 10,950 | $554K |
| Hendershot Investments Inc. | 0.08% | No change | 10,939 | $554K |
| Sutton Place Investors LLC | 0.27% | Add +168.4% | 10,937 | $553K |
| World Investment Advisors | 0.08% | Reduce -43.1% | 10,882 | $551K |
| Headlands Technologies LLC | 0.13% | New | 10,872 | $550K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -7.5% | 10,876 | $550K |
| Robinson Smith Wealth Advisors LLC | 0.53% | Add +40.0% | 10,843 | $549K |
| Center for Financial Planning, Inc. | 0.08% | Add +0.9% | 10,813 | $547K |
| American National Bank & Trust | 0.07% | Add +78.0% | 10,766 | $545K |
| Centennial Bank | 0.28% | Reduce -3.3% | 10,733 | $543K |
| Avaii Wealth Management, LLC | 0.32% | Reduce -4.1% | 10,707 | $542K |
| Focus Financial Network, Inc. | 0.03% | — | 10,822 | $540K |
| Aspen Wealth Strategies, LLC | 0.37% | Reduce -5.9% | 10,656 | $539K |
| Regis Acquisition Inc. | 0.32% | No change | 10,530 | $533K |
| Daymark Wealth Partners, LLC | 0.03% | New | 10,531 | $533K |
| FSM Wealth Advisors, LLC | 0.19% | Reduce -28.8% | 10,489 | $531K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.3% | 10,485 | $531K |
| Bright Financial Advisors, Inc. | 0.40% | — | 10,640 | $530K |
| Altiora Financial Group, LLC | 0.14% | No change | 10,453 | $529K |
| Curbstone Financial Management Corp | 0.11% | Add +1.9% | 10,450 | $529K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -58.4% | 10,279 | $520K |
| Narus Financial Partners, LLC | 0.22% | Add +78.3% | 10,250 | $519K |
| Bessemer Group Inc. | 0.00% | Reduce -81.8% | 10,186 | $516K |
| &partners | 0.07% | Add +107.5% | 10,190 | $516K |
| Nabity-Jensen Investment Management Inc | 0.42% | Reduce -1.4% | 10,141 | $513K |
| Ascent Group, LLC | 0.05% | Add +0.1% | 10,135 | $513K |
| Keel Point, LLC | 0.05% | Add +45.5% | 10,127 | $512K |
| Scott Capital Advisors, LLC | 0.16% | Add +15.6% | 10,177 | $510K |
| Ascent Wealth Partners, LLC | 0.08% | Add +1.5% | 10,010 | $507K |
| LifePro Asset Management | 0.33% | Reduce -0.8% | 9,982 | $505K |
| Brighton Jones LLC | 0.02% | Add +21.2% | 9,908 | $501K |
| Silver Coast Investments LLC | 0.20% | Reduce -0.6% | 9,892 | $501K |
| Alpha Cubed Investments, LLC | 0.03% | New | 9,868 | $499K |
| Zhang Financial LLC | 0.04% | New | 9,800 | $496K |
| Foundations Investment Advisors, LLC | 0.01% | Add +104.3% | 9,782 | $495K |
| Keener Financial Planning LLC | 0.34% | Add +7.7% | 9,713 | $492K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +9.4% | 9,633 | $487K |
| Transcendent Capital Group LLC | 0.28% | Add +3.6% | 9,619 | $487K |
| Hummer Financial Advisory Services Inc | 0.40% | No change | 9,600 | $486K |
| James Investment Research, Inc. | 0.06% | No change | 9,593 | $485K |
| Fiera Capital Corp | 0.00% | No change | 9,500 | $481K |
| Verum Partners LLC | 0.17% | Add +59.9% | 9,470 | $479K |
| NewEdge Wealth, LLC | 0.01% | Reduce -88.0% | 9,587 | $478K |
| Compass Financial Group, INC | 0.11% | Reduce -3.6% | 9,377 | $474K |
| Hudock, Inc. | 0.10% | No change | 9,352 | $473K |
| Annex Advisory Services, LLC | 0.02% | Reduce -88.2% | 9,352 | $473K |
| Pacific Capital Wealth Advisors, Inc. | 0.11% | No change | 9,309 | $471K |
| HCR Wealth Advisors | 0.07% | New | 9,300 | $471K |
| Emprise Bank | 0.32% | — | 9,257 | $468K |
| Private Client Services, LLC | 0.31% | Add +22.2% | 9,212 | $466K |
| Wambolt & Associates, LLC | 0.14% | Add +6.7% | 9,200 | $463K |
| Portland Global Advisors LLC | 0.06% | Reduce -21.6% | 9,105 | $461K |
| Wealth Group, Ltd. | 0.35% | — | 9,093 | $460K |
| Accurate Wealth Management, LLC | 0.13% | Add +4.3% | 9,186 | $459K |
| Continuum Wealth Advisors, LLC | 0.26% | New | 9,044 | $458K |
| RMR Wealth Builders | 0.06% | Add +2.7% | 9,013 | $456K |
| Mattern Capital Management, LLC | 0.06% | Reduce -1.7% | 8,937 | $452K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 8,830 | $447K |
| Avid Wealth Partners LLC | 0.36% | New | 8,823 | $446K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 8,767 | $444K |
| Western Wealth Management, LLC | 0.03% | Add +1.8% | 8,759 | $443K |
| Oppenheimer & Co. Inc. | 0.01% | Add +55.3% | 8,734 | $442K |
| Bell Investment Advisors, Inc | 0.09% | Add +5.0% | 8,718 | $441K |
| Ellis Investment Partners, LLC | 0.09% | Add +1.2% | 8,572 | $434K |
| First National Corp. /Ma/ | 0.11% | No change | 8,448 | $431K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | No change | 8,482 | $429K |
| HBW Advisory Services LLC | 0.08% | No change | 8,356 | $427K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | No change | 8,400 | $425K |
| JMG Financial Group, Ltd. | 0.02% | Add +57.1% | 8,395 | $425K |
| BCS Wealth Management | 0.14% | Add +11.8% | 8,348 | $422K |
| Cedrus LLC | 0.23% | No change | 8,297 | $420K |
| Holderness Investments Co. | 0.10% | No change | 8,233 | $417K |
| Greenup Street Wealth Management LLC | 0.10% | Add +32.0% | 8,146 | $412K |
| Stevens Capital Partners | 0.25% | New | 8,143 | $412K |
| Physician Wealth Advisors, Inc. | 0.09% | Reduce -4.9% | 8,227 | $411K |
| Vantage Financial Partners, LLC | 0.11% | Add +0.5% | 8,087 | $409K |
| Brand Asset Management Group, Inc. | 0.17% | Add +6.2% | 8,020 | $406K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 8,000 | $405K |
| Roberts Financial Services LLC | 0.08% | Add +0.3% | 7,994 | $404K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +18.3% | 7,899 | $400K |
| Certified Advisory Corp | 0.06% | Add +48.8% | 7,883 | $399K |
| Level Financial Advisors | 0.18% | Add +3.6% | 7,839 | $397K |
| One Plus One Wealth Management, LLC | 0.23% | No change | 7,785 | $394K |
| Claro Advisors Inc. | 0.07% | New | 7,774 | $393K |
| Keeley-Teton Advisors, LLC | 0.05% | Reduce -34.8% | 7,771 | $393K |
| Sigma Planning Corp | 0.01% | New | 7,697 | $389K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -49.5% | 7,645 | $387K |
| American Financial Advisors, LLC | 0.05% | Add +2.0% | 7,605 | $385K |
| Horizons Wealth Management | 0.25% | No change | 7,532 | $385K |
| Snowden Capital Advisors LLC | 0.01% | Add +30.9% | 7,557 | $382K |
| Quadrant Private Wealth Management, LLC | 0.10% | Reduce -10.8% | 7,534 | $381K |
| StoneX Group Inc. | 0.03% | Add +6.1% | 7,532 | $381K |
| Independent Wealth Network Inc. | 0.18% | Add +0.3% | 7,523 | $381K |
| Moors & Cabot, Inc. | 0.02% | No change | 7,505 | $380K |
| W.H. Cornerstone Investments Inc. | 0.27% | Add +0.5% | 7,470 | $378K |
| Sterling Wealth Management, Inc. | 0.19% | No change | 7,421 | $376K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -1.5% | 7,393 | $374K |
| Prospect Financial Services LLC | 0.31% | Add +19.4% | 7,383 | $374K |
| Valtinson Bruner Financial Planning LLC | 0.16% | No change | 7,359 | $372K |
| Hill Island Financial LLC | 0.12% | New | 7,336 | $371K |
| TCI Wealth Advisors, Inc. | 0.04% | New | 7,312 | $370K |
| Ewa, LLC | 0.17% | Reduce -49.5% | 7,363 | $370K |
| Erickson Financial Group, LLC | 0.29% | Reduce -21.4% | 7,261 | $367K |
| Keystone Financial Group | 0.05% | Add +46.1% | 7,161 | $362K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,122 | $360K |
| Bremer Bank National Association | 0.07% | No change | 7,062 | $357K |
| Baron Wealth Management LLC | 0.19% | No change | 7,022 | $355K |
| Round Rock Advisors LLC | 0.08% | No change | 6,907 | $349K |
| ETF Portfolio Partners, Inc. | 0.11% | No change | 6,856 | $347K |
| Financial Council, LLC | 0.20% | No change | 6,818 | $345K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -15.9% | 6,806 | $344K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.3% | 6,710 | $340K |
| Navalign, LLC | 0.11% | Reduce -0.7% | 6,684 | $338K |
| Nilsine Partners, LLC | 0.05% | No change | 6,570 | $332K |
| Grant Street Asset Management, Inc. | 0.11% | New | 6,529 | $330K |
| Good Life Advisors, LLC | 0.03% | Add +9.5% | 6,515 | $330K |
| Essex Financial Services, Inc. | 0.03% | Add +16.0% | 6,465 | $327K |
| Whittier Trust Co. | 0.00% | Reduce -41.2% | 6,437 | $326K |
| FSC Wealth Advisors, LLC | 0.23% | New | 6,435 | $326K |
| Cutler Investment Counsel LLC | 0.04% | New | 6,361 | $322K |
| Vawter Financial, Ltd. | 0.23% | No change | 6,335 | $321K |
| Lakeridge Wealth Management LLC | 0.21% | Reduce -4.5% | 6,323 | $320K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 6,304 | $319K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.1% | 6,251 | $316K |
| Mayfair Advisory Group, LLC | 0.23% | No change | 6,187 | $313K |
| Disciplined Investments, LLC | 0.17% | Add +11.6% | 6,131 | $310K |
| First Affirmative Financial Network | 0.23% | Reduce -7.3% | 6,125 | $310K |
| Penobscot Wealth Management | 0.19% | Add +3.7% | 6,078 | $308K |
| OMNI 360 Wealth, Inc. | 0.25% | Add +0.5% | 6,064 | $307K |
| Sabal Trust CO | 0.02% | No change | 6,005 | $304K |
| Wells Financial Advisors INC | 0.21% | New | 6,000 | $304K |
| Global Wealth Management Investment Advisory, Inc. | 0.07% | Reduce -53.5% | 5,994 | $303K |
| Northern Capital Management, Inc. | 0.21% | New | 5,944 | $301K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -0.1% | 5,918 | $299K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -20.5% | 5,904 | $299K |
| CWA Asset Management Group, LLC | 0.02% | Add +6.1% | 5,782 | $293K |
| First Citizens Financial Corp | 0.17% | No change | 5,754 | $291K |
| Wintrust Investments LLC | 0.03% | Reduce -0.7% | 5,759 | $291K |
| Dogwood Wealth Management LLC | 0.19% | Reduce -0.0% | 5,689 | $288K |
| Sovereign Financial Group, Inc. | 0.08% | Add +5.4% | 5,639 | $285K |
| Key Financial Inc | 0.07% | No change | 5,631 | $285K |
| Westside Investment Management, Inc. | 0.07% | No change | 5,616 | $284K |
| Calton & Associates, Inc. | 0.14% | Add +0.2% | 5,560 | $281K |
| Summit Asset Management, LLC | 0.03% | No change | 5,555 | $281K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -0.0% | 5,505 | $279K |
| Sawgrass Asset Management LLC | 0.03% | No change | 5,505 | $279K |
| Baldwin Wealth Partners LLC | 0.02% | Add +19.3% | 5,465 | $277K |
| Total Investment Management Inc. | 0.03% | Add +0.5% | 5,408 | $274K |
| Sfm, LLC | 0.21% | No change | 5,406 | $274K |
| D.A. Davidson & Co. | 0.00% | Reduce -20.8% | 5,399 | $273K |
| Accredited Investors Inc. | 0.02% | New | 5,379 | $272K |
| Lansing Street Advisors | 0.12% | Add +16.1% | 5,360 | $271K |
| Family Investment Center, Inc. | 0.09% | Add +0.3% | 5,328 | $270K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -3.6% | 5,320 | $269K |
| Bridgewealth Advisory Group, LLC | 0.13% | No change | 5,315 | $269K |
| Kanawha Capital Management LLC | 0.02% | Add +11.6% | 5,236 | $265K |
| Modern Wealth Management, LLC | 0.02% | New | 5,229 | $265K |
| Financial Futures Ltd Liability Co. | 0.18% | New | 5,219 | $264K |
| Forum Financial Management, LP | 0.00% | Add +17.5% | 5,206 | $263K |
| Werba Rubin Papier Wealth Management | 0.08% | New | 5,167 | $261K |
| Wealthstream Advisors, Inc. | 0.10% | Add +9.3% | 5,161 | $261K |
| Long Run Wealth Advisors, LLC | 0.07% | No change | 5,150 | $261K |
| Smith, Moore & Co. | 0.03% | No change | 5,126 | $259K |
| Aspen Wealth Management LLC | 0.10% | Add +0.1% | 5,113 | $259K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -2.6% | 5,081 | $257K |
| Dakota Wealth Management | 0.01% | Reduce -23.6% | 5,080 | $257K |
| RKL Wealth Management LLC | 0.03% | Add +0.4% | 5,073 | $257K |
| PFG Investments, LLC | 0.02% | Add +2.3% | 5,056 | $256K |
| Sather Financial Group Inc | 0.02% | New | 5,043 | $255K |
| Waypoint Capital Advisors, LLC | 0.07% | No change | 4,971 | $252K |
| Northland Capital Management LLC | 0.18% | No change | 4,960 | $251K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,945 | $250K |
| Relative Value Partners Group, LLC | 0.02% | No change | 4,908 | $250K |
| Roman Butler Fullerton & Co. | 0.09% | New | 4,975 | $249K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 4,898 | $248K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -80.8% | 4,822 | $244K |
| Braun-Bostich & Associates Inc. | 0.20% | New | 4,751 | $240K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -37.1% | 4,820 | $240K |
| ProVise Management Group, LLC | 0.02% | Reduce -70.5% | 4,737 | $240K |
| Cooksen Wealth, LLC | 0.25% | No change | 4,725 | $239K |
| RHS Financial, LLC | 0.14% | Reduce -18.3% | 4,712 | $238K |
| Addison Advisors LLC | 0.08% | Reduce -0.3% | 4,678 | $237K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,674 | $237K |
| Financial Perspectives, Inc | 0.09% | Reduce -28.3% | 4,661 | $236K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $235K |
| Prio Wealth Limited Partnership | 0.01% | No change | 4,647 | $235K |
| Silver Lake Advisory, LLC | 0.06% | New | 4,605 | $233K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -6.7% | 4,600 | $233K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -34.2% | 4,592 | $232K |
| Citizens & Northern Corp. | 0.08% | Reduce -5.9% | 4,546 | $230K |
| Heritage Investors Management Corp. | 0.01% | No change | 4,500 | $228K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,482 | $227K |
| Peninsula Wealth, LLC | 0.05% | Reduce -17.9% | 4,473 | $226K |
| Versant Capital Management, Inc | 0.06% | Reduce -26.1% | 4,439 | $225K |
| Compton Wealth Advisory Group, LLC | 0.06% | Add +3.9% | 4,436 | $224K |
| Archvest Wealth Advisors, Inc. | 0.16% | No change | 4,450 | $224K |
| Peak Financial Management, Inc. | 0.07% | No change | 4,380 | $222K |
| Community Bank of Raymore | 0.10% | Reduce -13.3% | 4,376 | $221K |
| Avior Wealth Management, LLC | 0.01% | New | 4,375 | $221K |
| Great Diamond Partners, LLC | 0.05% | Reduce -3.9% | 4,365 | $221K |
| Greenspring Advisors, LLC | 0.06% | No change | 4,359 | $221K |
| Sequent Planning LLC | 0.08% | — | 4,347 | $220K |
| Successful Portfolios LLC | 0.15% | No change | 4,277 | $216K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +0.3% | 4,239 | $215K |
| Legacy Bridge, LLC | 0.13% | No change | 4,235 | $214K |
| Catalyst Private Wealth, LLC | 0.11% | Reduce -82.9% | 4,223 | $214K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 4,215 | $213K |
| Trustmark Bank Trust Department | 0.02% | New | 4,200 | $213K |
| Sheets Smith Wealth Management | 0.02% | Add +2.0% | 4,136 | $209K |
| Wiser Wealth Management, Inc | 0.07% | Reduce -8.4% | 4,112 | $208K |
| Albion Financial Group | 0.02% | Reduce -48.8% | 4,100 | $207K |
| Northeast Financial Group, Inc. | 0.09% | Reduce -7.8% | 4,034 | $204K |
| NorthStar Asset Management LLC | 0.15% | Reduce -0.1% | 4,025 | $204K |
| Walker Asset Management, LLC | 0.13% | No change | 4,000 | $202K |
| Cadence Bank | 0.01% | Reduce -75.9% | 3,994 | $202K |
| Wolverine Trading, LLC | 0.00% | New | 3,990 | $202K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -10.0% | 3,988 | $202K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +5.2% | 3,979 | $201K |
| Red Wave Investments LLC | 0.08% | Reduce -9.8% | 3,977 | $201K |
| Birchbrook, Inc. | 0.12% | New | 3,926 | $199K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +150.8% | 3,775 | $191K |
| Webster Bank, N. A. | 0.02% | No change | 3,558 | $180K |
| Robinswood Financial LLC | 0.08% | Reduce -5.2% | 3,542 | $178K |
| TruNorth Capital Management, LLC | 0.06% | — | 3,461 | $175K |
| LRI Investments, LLC | 0.04% | — | 3,425 | $173K |
| Arlington Trust Co LLC | 0.04% | No change | 3,351 | $170K |
| Caldwell Trust Co | 0.02% | No change | 3,347 | $169K |
| Nvwm, LLC | 0.05% | No change | 3,283 | $166K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.3% | 3,257 | $165K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 3,179 | $161K |
| CVA Family Office, LLC | 0.03% | Add +11.3% | 3,066 | $155K |
| Sandy Spring Bank | 0.01% | Add +601.0% | 2,916 | $148K |
| Blue Trust, Inc. | 0.00% | Add +338.2% | 2,638 | $133K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +13.0% | 2,441 | $124K |
| ICA Group Wealth Management, LLC | 0.02% | Add +21.5% | 2,364 | $120K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,080 | $105K |
| Spotlight Asset Group, Inc. | 0.07% | No change | 2,000 | $101K |
| Bfsg, LLC | 0.01% | Add +2.0% | 1,876 | $95K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -46.4% | 1,825 | $92K |
| Tsfg, LLC | 0.02% | Reduce -20.2% | 1,800 | $91K |
| Trust Co. of Vermont | 0.00% | Add +138.9% | 1,720 | $87K |
| Cambridge Trust Co. | 0.00% | No change | 1,674 | $85K |
| TFO Wealth Partners, LLC | 0.02% | Add +0.6% | 1,655 | $84K |
| LGT Financial Advisors LLC | 0.10% | No change | 1,625 | $82K |
| Macroview Investment Management LLC | 0.09% | Reduce -12.2% | 1,546 | $78K |
| Assetmark, Inc. | 0.00% | Add +312.4% | 1,530 | $77K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,270 | $64K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,226 | $62K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,080 | $55K |
| Chesapeake Asset Management LLC | 0.05% | New | 1,065 | $54K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,064 | $54K |
| Raffa Wealth Management, LLC | 0.02% | Add +30.9% | 1,039 | $53K |
| Voisard Asset Management Group, Inc. | 0.03% | No change | 982 | $50K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +4.1% | 982 | $50K |
| Eagle Bay Advisors LLC | 0.03% | No change | 896 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -3.8% | 892 | $45K |
| Colonial Trust Co / SC | 0.01% | Reduce -11.8% | 863 | $44K |
| Parkside Financial Bank & Trust | 0.01% | No change | 812 | $41K |
| First Financial Corp. | 0.02% | No change | 775 | $39K |
| Ancora Advisors LLC | 0.00% | No change | 744 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | New | 694 | $35K |
| Naples Money Management LLC | 0.03% | New | 676 | $34K |
| Investors Research Corp | 0.01% | No change | 640 | $32K |
| Dunhill Financial, LLC | 0.02% | No change | 622 | $31K |
| Canton Hathaway, LLC | 0.01% | No change | 612 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +20.4% | 608 | $31K |
| Crewe Advisors LLC | 0.00% | No change | 604 | $31K |
| Covestor Ltd | 0.02% | Add +2.1% | 533 | $27K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.6% | 520 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -4.8% | 493 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 475 | $24K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 470 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +53.2% | 461 | $23K |
| Quadrant Capital Group LLC | 0.00% | Reduce -91.9% | 457 | $23K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.5% | 427 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 400 | $20K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 349 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -31.6% | 348 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 325 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -66.6% | 314 | $16K |
| Wolff Wiese Magana LLC | 0.01% | Add +13.2% | 301 | $15K |
| Capital Analysts, LLC | 0.00% | Reduce -58.1% | 271 | $14K |
| Delta Asset Management LLC | 0.00% | No change | 248 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 241 | $12K |
| Western Pacific Wealth Management, LP | 0.01% | Add +45.7% | 220 | $11K |
| Trust Co | 0.00% | New | 219 | $11K |
| Quent Capital, LLC | 0.00% | No change | 188 | $10K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -84.3% | 163 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.9% | 114 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -68.3% | 96 | $5K |
| Archer Investment Corp | 0.00% | Add +670.0% | 77 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 73 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +346.7% | 67 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 62 | $3K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +4.3% | 48 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 47 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 42 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 26 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +333.3% | 26 | $1K |
| Silicon Valley Capital Partners | 0.00% | New | 23 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $1K |
| HBC Financial Services, PLLC | 0.00% | No change | 32 | $1K |
| Avion Wealth | 0.00% | No change | 11 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 19 | $961 |
| Central Bank & Trust Co. | 0.00% | New | 3 | $151 |
| Asset Dedication, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is VTEB's weight in each manager's 13F, not the share of Vanguard Tax-Exempt Bond ETF the manager owns.