Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q3 2024 (September 30)1,104holders +18
80new positions
56sold out
7famous investors
$51.10avg. 13F price*
At the end of Q3 2024, 1,104 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 18 from Q2 2024. 80 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.6B). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $156.5M |
| Exits | 56 | $220.6M |
All 13F filers, Q2 2024 → Q3 2024: 25,322,635 shares bought and 14,287,655 shares sold, net +11,034,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,104 holders
| JPMorgan Chase & Co. | 0.31% | Reduce -0.1% | 74,673,601 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 1.48% | Add +3.0% | 32,666,395 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.31% | Add +3.3% | 31,559,694 | $1.6B |
| Wealthfront Advisers LLC | 4.96% | Add +5.2% | 31,548,822 | $1.6B |
| Creative Planning | 1.26% | Reduce -2.5% | 24,963,386 | $1.3B |
| Raymond James & Associates | 0.56% | Add +0.4% | 17,969,381 | $918.6M |
| Northern Trust Corp. | 0.13% | Add +6.4% | 15,482,295 | $791.5M |
| FMR LLC | 0.04% | Reduce -19.8% | 13,765,113 | $703.7M |
| Tiaa Trust, National Association | 2.02% | Reduce -4.4% | 13,224,921 | $676.1M |
| Morgan Stanley | 0.05% | Add +6.2% | 13,007,577 | $664.9M |
| Wells Fargo & Company | 0.15% | Add +55.0% | 11,886,750 | $607.7M |
| Envestnet Asset Management Inc. | 0.16% | Add +5.7% | 9,904,093 | $506.3M |
| Sei Investments Co. | 0.65% | Reduce -4.4% | 9,789,934 | $500.5M |
| Bank of America Corp. | 0.04% | Reduce -2.9% | 9,104,421 | $465.4M |
| Mercer Global Advisors Inc. | 0.71% | Add +5.7% | 5,959,205 | $304.7M |
| UBS Group AG | 0.08% | Reduce -8.3% | 5,666,361 | $289.7M |
| Franklin Resources Inc. | 0.08% | Add +18.2% | 5,322,215 | $269.4M |
| Aspiriant, LLC | 10.08% | Reduce -0.5% | 5,193,824 | $265.5M |
| LPL Financial LLC | 0.11% | Add +9.5% | 4,990,070 | $255.1M |
| Corient Private Wealth LP | 0.33% | Add +3.2% | 4,133,811 | $211.3M |
| Ameriprise Financial Inc. | 0.05% | Add +3.9% | 3,830,590 | $195.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.26% | Add +7.9% | 3,618,618 | $185.0M |
| US Bancorp \de | 0.22% | Add +1.2% | 3,416,227 | $174.6M |
| Rwa Wealth Partners, LLC | 2.09% | Add +2.8% | 3,275,816 | $167.5M |
| Cerity Partners LLC | 0.37% | Add +2.3% | 3,235,937 | $165.4M |
| Jones Financial Companies LLLP | 0.15% | Add +13.4% | 2,872,287 | $146.9M |
| Mariner, LLC | 0.23% | Add +5.6% | 2,524,812 | $129.1M |
| Orgel Wealth Management, LLC | 3.18% | Add +18.9% | 2,488,119 | $127.2M |
| SCS Capital Management LLC | 2.56% | Reduce -3.0% | 2,486,868 | $127.1M |
| Vanguard Group Inc. | 0.00% | Add +22.1% | 2,455,570 | $125.5M |
| Members Trust Co | 4.04% | Reduce -2.8% | 2,436,773 | $124.6M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.9% | 2,382,965 | $121.8M |
| Osaic Holdings, Inc. | 0.26% | Add +4.7% | 2,234,640 | $114.2M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +7.3% | 2,160,385 | $110.4M |
| HighTower Advisors, LLC | 0.15% | Add +6.4% | 1,959,986 | $100.2M |
| Prime Capital Investment Advisors, LLC | 1.37% | Add +2.1% | 1,874,956 | $95.8M |
| GeoWealth Management, LLC | 3.17% | Add +7.3% | 1,754,947 | $89.7M |
| Baird Financial Group, Inc. | 0.17% | Add +10.8% | 1,681,351 | $86.0M |
| Royal Bank of Canada | 0.02% | Add +26.1% | 1,559,848 | $79.7M |
| Sequoia Financial Advisors, LLC | 0.84% | Add +0.0% | 1,524,543 | $77.9M |
| Meeder Advisory Services, Inc. | 5.01% | Add +5.8% | 1,514,512 | $77.4M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -0.6% | 1,506,086 | $77.0M |
| Bleakley Financial Group, LLC | 2.25% | Add +2.2% | 1,445,344 | $73.9M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -2.8% | 1,398,989 | $71.5M |
| Sanctuary Advisors, LLC | 0.44% | Reduce -4.4% | 1,364,476 | $69.1M |
| Lutz Financial Services LLC | 5.56% | Add +4.5% | 1,340,105 | $68.5M |
| Morningstar Investment Services LLC | 0.70% | Add +2.6% | 1,332,470 | $68.2M |
| Stifel Financial Corp. | 0.07% | Add +6.3% | 1,286,871 | $65.8M |
| Full Sail Capital, LLC | 4.07% | Add +7.8% | 1,243,149 | $63.5M |
| Baker Boyer National Bank | 21.15% | Reduce -1.6% | 1,232,654 | $63.0M |
| Ackerman Capital Advisors, LLC | 16.06% | Reduce -0.7% | 1,216,720 | $62.2M |
| Crestwood Advisors Group, LLC | 1.16% | Add +1.2% | 1,192,148 | $60.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.0% | 1,187,848 | $60.7M |
| Waldron Private Wealth LLC | 2.46% | Add +0.4% | 1,161,041 | $59.4M |
| Bank of New York Mellon Corp | 0.01% | Add +13.1% | 1,117,626 | $57.1M |
| Savant Capital, LLC | 0.47% | Add +4.3% | 1,108,684 | $56.7M |
| Wedmont Private Capital | 3.08% | Add +16.8% | 1,061,658 | $54.0M |
| Avidian Wealth Enterprises, LLC | 2.44% | Add +4.5% | 1,052,700 | $53.8M |
| MML Investors Services, LLC | 0.20% | Add +5.0% | 1,049,205 | $53.6M |
| Cetera Investment Advisers | 0.12% | Reduce -5.2% | 1,048,265 | $53.6M |
| Regions Financial Corp. | 0.38% | Reduce -0.0% | 1,025,467 | $52.4M |
| Thompson Siegel & Walmsley LLC | 0.77% | Add +4.0% | 999,371 | $51.1M |
| West Financial Advisors, LLC | 9.54% | Add +4.2% | 967,428 | $49.5M |
| Beaird Harris Wealth Management, LLC | 4.24% | Add +6.3% | 949,499 | $48.5M |
| Mather Group, Llc. | 0.62% | Add +2.8% | 939,326 | $48.0M |
| Renaissance Technologies | 0.07% | Add +45.5% | 869,300 | $44.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.1% | 869,207 | $44.4M |
| Sunflower Bank, N.A. | 11.58% | Add +7.3% | 826,578 | $42.3M |
| Foster Group, Inc. | 1.58% | Reduce -3.4% | 825,956 | $42.2M |
| Callan Capital, LLC | 2.93% | Add +0.2% | 820,309 | $41.9M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +14.4% | 809,282 | $41.4M |
| Integrated Wealth Concepts LLC | 0.50% | Add +5.5% | 802,124 | $41.0M |
| JFS Wealth Advisors, LLC | 2.73% | Add +24.6% | 796,682 | $40.7M |
| BSW Wealth Partners | 5.99% | Add +3.7% | 781,161 | $39.9M |
| EP Wealth Advisors, LLC | 0.34% | Add +6.4% | 772,084 | $39.5M |
| Wealthspire Advisors, LLC | 0.39% | Add +17.2% | 747,600 | $38.2M |
| Heritage Investment Group, Inc. | 7.16% | Reduce -1.4% | 736,477 | $37.6M |
| Rockwood Wealth Management, LLC | 4.04% | Add +11.9% | 717,613 | $36.7M |
| Merriman Wealth Management, LLC | 1.47% | Reduce -4.8% | 707,814 | $36.2M |
| Kestra Investment Management, LLC | 1.55% | Add +43.8% | 704,788 | $36.0M |
| GenTrust, LLC | 1.76% | Add +17.2% | 703,646 | $36.0M |
| M&T Bank Corp | 0.12% | Add +0.8% | 702,823 | $35.9M |
| One Capital Management, LLC | 1.14% | Reduce -3.4% | 700,691 | $35.8M |
| Passive Capital Management, LLC. | 12.16% | Reduce -0.0% | 681,452 | $34.8M |
| Koss-Olinger Consulting, LLC | 2.98% | Reduce -0.9% | 671,536 | $34.3M |
| Willow Creek Wealth Management Inc. | 3.56% | Add +0.1% | 661,827 | $33.8M |
| Astoria Strategic Wealth, Inc. | 9.86% | New | 658,205 | $33.6M |
| Modera Wealth Management, LLC | 0.43% | Reduce -1.2% | 654,775 | $33.5M |
| Allen Investment Management, LLC | 0.39% | Reduce -5.4% | 639,311 | $32.7M |
| Bedel Financial Consulting, Inc. | 4.49% | Add +0.6% | 621,954 | $31.8M |
| Cwm, LLC | 0.13% | Reduce -14.0% | 598,378 | $30.6M |
| Truist Financial Corp. | 0.05% | Add +6.0% | 587,881 | $30.1M |
| Allworth Financial LP | 0.18% | Add +8.9% | 562,737 | $28.8M |
| Nicolet Advisory Services, LLC | 2.65% | Add +3.3% | 549,568 | $28.0M |
| Pinnacle Financial Partners Inc | 0.56% | Add +3.4% | 547,897 | $28.0M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -1.8% | 517,764 | $26.5M |
| Bragg Financial Advisors, Inc | 1.08% | Add +5.5% | 513,030 | $26.2M |
| Salomon & Ludwin, LLC | 2.60% | Add +11.8% | 500,350 | $25.6M |
| Bank of Hawaii | 1.06% | Add +3.8% | 496,230 | $25.4M |
| HBK Sorce Advisory LLC | 0.77% | Add +15.0% | 493,401 | $25.2M |
| Manning & Napier Advisors LLC | 0.27% | Reduce -5.6% | 488,821 | $25.0M |
| New York Life Investment Management LLC | 0.24% | Reduce -8.4% | 473,368 | $24.2M |
| San Luis Wealth Advisors LLC | 4.97% | Add +54.6% | 471,187 | $24.1M |
| One Wealth Advisors, LLC | 3.65% | New | 465,601 | $23.8M |
| a16z Perennial Management, L.P. | 2.74% | No change | 435,683 | $22.3M |
| NewEdge Advisors, LLC | 0.14% | Add +41.2% | 430,031 | $22.0M |
| Hilltop Wealth Advisors, LLC | 10.00% | Add +2.3% | 419,130 | $21.4M |
| Resonant Capital Advisors, LLC | 1.50% | Add +2.3% | 400,091 | $20.5M |
| Facet Wealth, Inc. | 0.58% | Add +3.8% | 405,630 | $20.4M |
| Fort Point Capital Partners LLC | 2.54% | Add +20.1% | 395,929 | $20.2M |
| McKinley Carter Wealth Services, Inc. | 1.20% | Add +10.5% | 387,684 | $19.8M |
| Legacy Edge Advisors, LLC | 3.11% | Add +17.5% | 380,521 | $19.5M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -1.6% | 379,215 | $19.4M |
| Orion Portfolio Solutions, LLC | 0.19% | Reduce -1.6% | 379,215 | $19.4M |
| CX Institutional | 0.86% | Add +3.2% | 377,285 | $19.3M |
| Quotient Wealth Partners, LLC | 0.63% | Add +1.2% | 374,724 | $19.2M |
| Luminvest Wealth Management LLC | 7.87% | Add +2.0% | 372,700 | $19.0M |
| Lido Advisors, LLC | 0.14% | Reduce -12.6% | 367,155 | $18.8M |
| Heartwood Wealth Advisors LLC | 2.07% | Add +3.1% | 366,117 | $18.7M |
| Cullen/Frost Bankers, Inc. | 0.25% | Add +0.4% | 362,384 | $18.5M |
| First Horizon Advisors, Inc. | 0.50% | Add +6.2% | 355,351 | $18.2M |
| Aspire Private Capital, LLC | 4.26% | Add +12.1% | 349,912 | $17.9M |
| Blue Chip Partners, LLC | 1.54% | Add +12.4% | 347,352 | $17.8M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -3.1% | 329,468 | $16.8M |
| Enclave Advisors LLC | 2.84% | — | 327,561 | $16.7M |
| Goodman Advisory Group, LLC | 4.76% | Reduce -1.0% | 326,423 | $16.7M |
| Unison Advisors LLC | 2.01% | Add +0.2% | 326,328 | $16.7M |
| Hengehold Capital Management LLC | 1.58% | Add +2.0% | 324,997 | $16.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.77% | Add +0.8% | 324,576 | $16.6M |
| Stairway Partners, LLC | 1.05% | Add +2.9% | 321,775 | $16.4M |
| Eagle Ridge Investment Management | 1.43% | Add +6.5% | 319,225 | $16.3M |
| Empower Advisory Group, LLC | 0.05% | Add +5.1% | 314,116 | $16.1M |
| Moller Wealth Partners | 3.98% | Add +5.3% | 311,338 | $15.9M |
| Atmos Advisory, LLC | 11.29% | Add +2.3% | 310,775 | $15.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -9.0% | 310,467 | $15.9M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.8M |
| Deutsche Bank AG | 0.01% | Add +19.1% | 308,529 | $15.8M |
| Brookstone Capital Management | 0.23% | Add +7.7% | 307,631 | $15.7M |
| Baron Silver Stevens Financial Advisors, LLC | 2.73% | Add +3.9% | 306,392 | $15.7M |
| Davidson Investment Advisors | 0.75% | Add +26.1% | 302,980 | $15.5M |
| Cahaba Wealth Management, Inc. | 1.27% | Add +0.9% | 301,742 | $15.4M |
| Apella Capital, LLC | 0.63% | Add +2.6% | 301,644 | $15.4M |
| Mb, Levis & Associates, LLC | 7.48% | Add +0.8% | 296,556 | $15.2M |
| Captrust Financial Advisors | 0.04% | Add +18.6% | 294,682 | $15.1M |
| Foster Victor Wealth Advisors, LLC | 1.20% | Reduce -0.1% | 295,382 | $15.0M |
| Old Mission Capital LLC | 0.33% | Reduce -48.4% | 290,079 | $14.8M |
| Elm Partners Management LLC | 1.06% | Reduce -24.5% | 289,298 | $14.8M |
| Physician Wealth Solutions Inc. | 7.02% | Add +50.0% | 279,615 | $14.1M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -35.4% | 274,322 | $14.0M |
| Roth Financial Partners LLC | 5.60% | Add +3.3% | 274,313 | $14.0M |
| Grove Bank & Trust | 2.04% | Add +1.9% | 269,732 | $13.8M |
| Citadel Advisors | 0.01% | Add +977.0% | 268,442 | $13.7M |
| ABLE Financial Group, LLC | 4.23% | Add +52.6% | 268,044 | $13.7M |
| Newton One Investments LLC | 5.48% | Add +22.9% | 267,562 | $13.7M |
| Raymond James Trust N.A. | 0.30% | Add +7.1% | 267,279 | $13.7M |
| Private Portfolio Partners LLC | 2.48% | New | 258,684 | $13.2M |
| Summit Financial, LLC | 0.51% | Add +80.1% | 256,306 | $13.1M |
| Old National Bancorp | 0.30% | Add +27.4% | 256,263 | $13.1M |
| Divergent Planning, LLC | 4.88% | Add +9.3% | 257,641 | $13.1M |
| Cardiff Park Advisors, LLC | 1.17% | Reduce -0.3% | 252,717 | $12.9M |
| Perigon Wealth Management, LLC | 0.35% | Reduce -1.1% | 251,896 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Add +70.4% | 251,769 | $12.9M |
| Brooklyn FI, LLC | 4.53% | Add +16.1% | 251,546 | $12.9M |
| Brown Advisory Inc. | 0.02% | Reduce -11.2% | 250,807 | $12.8M |
| Colony Family Offices, LLC | 3.96% | Add +12.3% | 249,464 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.7% | 247,188 | $12.6M |
| Evanson Asset Management, LLC | 0.89% | Add +0.0% | 247,155 | $12.6M |
| Foster & Motley Inc. | 0.79% | Add +2.0% | 242,562 | $12.4M |
| Atria Investments, Inc | 0.15% | Reduce -30.4% | 239,639 | $12.3M |
| Silver Oak Advisory Group, Inc. | 6.26% | Add +1.3% | 238,903 | $12.2M |
| Schonfeld Strategic Advisors LLC | 0.10% | New | 236,631 | $12.1M |
| Verus Financial Partners, Inc. | 1.29% | Add +2.5% | 229,753 | $11.7M |
| Anderson Hoagland & Co. | 1.18% | Add +6.4% | 227,813 | $11.6M |
| Private Advisor Group, LLC | 0.07% | Add +5.9% | 224,314 | $11.5M |
| Partners in Financial Planning | 2.29% | Add +1.9% | 221,818 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.8% | 220,842 | $11.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.11% | Add +27.3% | 220,763 | $11.3M |
| Roberts Glore & Co. Inc. | 3.23% | Reduce -2.2% | 218,123 | $11.2M |
| PDS Planning, Inc | 0.99% | Add +0.1% | 216,472 | $11.1M |
| Comerica Bank | 0.04% | Add +3.7% | 215,316 | $11.0M |
| Tenret Co LLC | 6.78% | Add +2.0% | 210,999 | $10.8M |
| Stewardship Advisors, LLC | 3.01% | Reduce -4.9% | 208,807 | $10.7M |
| Smithfield Trust Co | 0.52% | Reduce -9.4% | 208,165 | $10.6M |
| Seneca Financial Advisors LLC | 5.13% | Add +10.1% | 206,483 | $10.6M |
| Blume Capital Management, Inc. | 2.37% | Add +0.3% | 205,045 | $10.5M |
| Firestone Capital Management | 2.58% | Add +1.0% | 201,519 | $10.3M |
| Clark Asset Management, LLC | 2.19% | Add +8.5% | 199,530 | $10.2M |
| Focus Partners Wealth | 0.03% | Reduce -35.3% | 197,483 | $10.1M |
| Alera Investment Advisors, LLC | 1.17% | Reduce -5.9% | 194,084 | $9.9M |
| Keebeck Wealth Management | 1.42% | Reduce -9.5% | 191,301 | $9.8M |
| Natixis Advisors, LLC | 0.02% | Add +5.5% | 187,568 | $9.6M |
| Fiduciary Trust Co | 0.13% | Add +0.1% | 187,017 | $9.6M |
| Clearstead Advisors, LLC | 0.15% | Add +4.6% | 186,680 | $9.5M |
| 25 LLC | 4.13% | Add +8.9% | 186,345 | $9.5M |
| 1900 Wealth Management LLC | 0.81% | Add +0.8% | 185,236 | $9.5M |
| Coastline Trust Co | 1.11% | Add +0.1% | 184,335 | $9.4M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -6.8% | 182,284 | $9.3M |
| EnRich Financial Partners LLC | 3.11% | Add +3.0% | 181,975 | $9.3M |
| Mason & Associates, LLC | 2.80% | Reduce -2.9% | 179,250 | $9.2M |
| RTD Financial Advisors, Inc. | 1.16% | Reduce -1.6% | 179,196 | $9.2M |
| Quaker Wealth Management, LLC | 3.36% | — | 179,152 | $9.2M |
| Corrigan Financial, Inc. | 2.09% | Add +2.6% | 178,163 | $9.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Add +0.4% | 175,864 | $9.0M |
| Strategic Blueprint, LLC | 0.56% | Add +5.1% | 175,791 | $9.0M |
| Bailard, Inc. | 0.23% | Reduce -13.8% | 169,994 | $8.7M |
| Westover Capital Advisors, LLC | 1.66% | Add +127.7% | 168,480 | $8.6M |
| Ocean Park Asset Management, LLC | 0.37% | No change | 166,100 | $8.5M |
| Ami Investment Management Inc. | 2.86% | Add +8.0% | 165,518 | $8.5M |
| Capstone Capital LLC | 7.01% | Add +2.1% | 165,333 | $8.5M |
| Soltis Investment Advisors LLC | 0.82% | Add +11.6% | 165,030 | $8.4M |
| RFG Advisory, LLC | 0.26% | Reduce -18.6% | 164,803 | $8.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.1% | 164,029 | $8.4M |
| Winthrop Advisory Group LLC | 1.03% | Add +1.9% | 162,726 | $8.3M |
| CGN Advisors LLC | 0.83% | Reduce -13.1% | 161,995 | $8.3M |
| Jacobson & Schmitt Advisors, LLC | 1.70% | Add +11.4% | 161,784 | $8.3M |
| Altiora Financial Group, LLC | 1.79% | No change | 158,583 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -85.9% | 158,557 | $8.1M |
| Valmark Advisers, Inc. | 0.13% | Add +3.5% | 158,001 | $8.1M |
| XML Financial, LLC | 0.74% | Add +0.9% | 156,657 | $8.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +65.3% | 155,874 | $8.0M |
| Spirepoint Private Client, LLC | 1.05% | Add +66.1% | 155,183 | $7.9M |
| Valeo Financial Advisors, LLC | 0.22% | Add +171.9% | 152,710 | $7.8M |
| Glassman Wealth Services | 1.31% | Add +15.8% | 150,404 | $7.7M |
| TD Private Client Wealth LLC | 0.22% | Add +28.2% | 150,403 | $7.7M |
| Compound Planning, Inc. | 0.48% | Add +24.8% | 148,786 | $7.6M |
| Riversedge Advisors, LLC | 1.72% | Reduce -2.8% | 148,172 | $7.6M |
| ONE Advisory Partners, LLC | 3.31% | Reduce -2.7% | 147,752 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +80.9% | 147,091 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +5.2% | 144,290 | $7.4M |
| Newman Dignan & Sheerar, Inc. | 1.76% | Add +28.4% | 146,112 | $7.4M |
| ForthRight Wealth Management, LLC | 2.45% | Add +0.3% | 143,875 | $7.4M |
| Integrated Advisors Network LLC | 0.34% | Reduce -4.9% | 140,195 | $7.2M |
| Cascade Financial Partners, LLC | 0.89% | Reduce -4.5% | 140,769 | $7.1M |
| JNBA Financial Advisors | 0.69% | Reduce -10.6% | 134,782 | $6.9M |
| Hurlow Wealth Management Group, Inc. | 2.15% | Add +9.3% | 134,564 | $6.9M |
| Tilson Financial Group, Inc. | 2.97% | New | 134,033 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +15.8% | 128,689 | $6.8M |
| Executive Wealth Management, LLC | 0.53% | New | 132,041 | $6.7M |
| Bowman & Co S.C. | 3.56% | Add +2.3% | 131,831 | $6.7M |
| CoreCap Advisors, LLC | 0.31% | New | 130,503 | $6.7M |
| SigFig Wealth Management, LLC | 0.24% | Reduce -31.0% | 130,122 | $6.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +15.6% | 129,878 | $6.6M |
| Balanced Rock Investment Advisors LLC | 5.17% | Add +1.1% | 128,954 | $6.6M |
| Values Added Financial LLC | 4.14% | Add +30.4% | 128,572 | $6.6M |
| PFG Advisors | 0.41% | Add +12.5% | 128,390 | $6.6M |
| Beacon Wealthcare LLC | 2.64% | Add +13.3% | 128,014 | $6.5M |
| Alaethes Wealth, LLC | 2.40% | Add +8.1% | 127,354 | $6.5M |
| Merit Financial Group, LLC | 0.14% | Add +30.8% | 125,371 | $6.4M |
| Equitable Holdings, Inc. | 0.06% | Add +62.3% | 124,441 | $6.4M |
| Vishria Bird Financial Group, LLC | 2.41% | Reduce -0.3% | 124,318 | $6.4M |
| Schiavi & Co LLC | 2.31% | Add +2.1% | 124,256 | $6.4M |
| Bristlecone Advisors, LLC | 0.51% | Add +0.9% | 123,954 | $6.3M |
| Capital Investment Services of America, Inc. | 0.60% | Add +55.7% | 123,680 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -18.8% | 122,268 | $6.3M |
| Cooper/Haims Advisors, LLC | 3.43% | Add +1.4% | 122,012 | $6.2M |
| McAdam, LLC | 0.35% | Reduce -2.0% | 121,688 | $6.2M |
| Websterrogers Financial Advisors, LLC | 2.15% | Reduce -1.1% | 120,256 | $6.1M |
| Quadrature Capital Ltd | 0.14% | New | 119,100 | $6.1M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Add +4.1% | 118,975 | $6.1M |
| Brandywine Oak Private Wealth LLC | 0.58% | Add +3.7% | 118,142 | $6.0M |
| Towneley Capital Management, Inc / DE | 1.36% | Add +5.6% | 117,536 | $6.0M |
| Nwam LLC | 0.36% | Add +24.7% | 117,064 | $6.0M |
| Axxcess Wealth Management, LLC | 0.15% | Add +6.8% | 116,669 | $6.0M |
| Principal Securities, Inc. | 0.14% | Add +6.5% | 115,852 | $5.9M |
| Per Stirling Capital Management, LLC. | 0.81% | Add +3.1% | 114,277 | $5.8M |
| Moneywise, Inc. | 2.87% | Add +82.2% | 114,257 | $5.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.76% | Reduce -9.6% | 114,058 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -3.2% | 112,309 | $5.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.49% | Add +3.0% | 111,828 | $5.7M |
| McNamara Financial Services, Inc. | 1.12% | Add +3.5% | 111,514 | $5.7M |
| Stage Harbor Financial, LLC | 5.19% | Reduce -0.7% | 112,333 | $5.7M |
| Paragon Capital Management Ltd | 1.11% | Add +0.9% | 110,465 | $5.6M |
| Aprio Wealth Management, LLC | 0.90% | Reduce -3.0% | 109,877 | $5.6M |
| Hunter Associates Investment Management LLC | 0.87% | Add +6.7% | 109,439 | $5.6M |
| Liberty Capital Management, Inc. | 1.22% | Add +2.2% | 107,887 | $5.5M |
| Patriot Investment Management Group, Inc. | 0.40% | Add +5.9% | 107,363 | $5.5M |
| Invst, LLC | 0.66% | Reduce -0.7% | 107,343 | $5.5M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +189.8% | 107,286 | $5.5M |
| Hanson & Doremus Investment Management | 0.86% | Add +11.4% | 105,691 | $5.4M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +53.1% | 104,851 | $5.4M |
| Stonebridge Capital Advisors LLC | 0.44% | Add +9.5% | 104,753 | $5.4M |
| American Financial & Tax Strategies Inc. | 2.72% | Add +3.2% | 104,749 | $5.4M |
| Aveo Capital Partners, LLC | 0.57% | Add +145.1% | 104,377 | $5.3M |
| Element Pointe Advisors, LLC | 1.28% | Add +6.2% | 103,294 | $5.3M |
| Dravo Bay LLC | 2.71% | Reduce -5.2% | 103,224 | $5.3M |
| IHT Wealth Management, LLC | 0.15% | Add +34.3% | 102,766 | $5.3M |
| Apollon Wealth Management, LLC | 0.15% | Add +1.4% | 102,669 | $5.2M |
| One Degree Advisors Inc | 2.20% | Add +119.1% | 101,829 | $5.2M |
| Hart & Patterson Financial Group LLC | 2.46% | Reduce -1.5% | 101,714 | $5.2M |
| LVW Advisors, LLC | 0.66% | Add +9.1% | 101,440 | $5.2M |
| Source Financial Advisors LLC | 1.53% | Add +2.3% | 101,249 | $5.2M |
| Dynasty Wealth Management, LLC | 0.16% | Add +2.6% | 101,021 | $5.2M |
| &partners | 0.10% | Add +202.9% | 99,942 | $5.1M |
| Meridian Wealth Partners, LLC | 0.79% | Add +2.3% | 99,927 | $5.1M |
| Geneos Wealth Management Inc. | 0.19% | Add +321.1% | 99,832 | $5.1M |
| CW Advisors, LLC | 0.07% | Reduce -2.4% | 99,661 | $5.1M |
| Traction Financial Partners, LLC | 3.98% | Reduce -12.0% | 99,285 | $5.1M |
| Benchmark Wealth Management, LLC | 2.50% | Add +17.8% | 99,123 | $5.1M |
| TD Capital Management LLC | 0.51% | Add +8.3% | 98,845 | $5.1M |
| Capstone Financial Advisors, Inc. | 0.31% | Add +1.9% | 98,099 | $5.0M |
| Equita Financial Network, Inc. | 1.83% | Add +13.9% | 97,807 | $5.0M |
| Prairieview Wealth Partners, LLC | 5.39% | Add +241.8% | 97,582 | $5.0M |
| Townsquare Capital LLC | 0.06% | Add +10.4% | 97,119 | $5.0M |
| Simon Quick Advisors, LLC | 0.31% | Reduce -13.8% | 96,017 | $4.9M |
| UMB Bank, n.a. | 0.08% | Reduce -12.2% | 95,967 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.74% | Add +0.1% | 95,797 | $4.9M |
| Kelman-Lazarov, Inc. | 0.83% | Reduce -0.1% | 94,008 | $4.8M |
| Eagle Rock Investment Company, LLC | 0.80% | Reduce -8.0% | 93,858 | $4.8M |
| Schmidt P J Investment Management Inc. | 0.83% | Add +0.7% | 93,855 | $4.8M |
| IFP Advisors, Inc | 0.17% | Add +24.1% | 93,661 | $4.8M |
| Park Avenue Securities LLC | 0.05% | Reduce -3.9% | 92,807 | $4.7M |
| Retirement Investment Advisors, Inc. | 0.52% | Add +10.5% | 92,705 | $4.7M |
| Burt Wealth Advisors | 1.15% | Reduce -4.7% | 91,708 | $4.7M |
| Citigroup Inc. | 0.00% | Add +3.9% | 91,122 | $4.7M |
| Vise Technologies, Inc. | 0.59% | Add +0.1% | 91,054 | $4.7M |
| Opal Wealth Advisors, LLC | 1.45% | Reduce -0.8% | 90,739 | $4.6M |
| Yeomans Consulting Group, Inc. | 1.73% | Reduce -1.0% | 90,331 | $4.6M |
| Sepio Capital, LP | 0.36% | Add +26.9% | 90,259 | $4.6M |
| Graves Light Lenhart Wealth, Inc. | 0.56% | Add +1.7% | 89,692 | $4.6M |
| SP Asset Management LLC | 0.38% | Reduce -4.8% | 88,945 | $4.5M |
| TAGStone Capital, Inc. | 2.31% | Add +17.0% | 88,426 | $4.5M |
| Financial Guidance Group, Inc. | 2.62% | Reduce -1.5% | 87,901 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +19.3% | 85,628 | $4.4M |
| Financial Life Advisors | 1.63% | Reduce -1.0% | 84,272 | $4.3M |
| Studio Investment Management LLC | 0.89% | Reduce -1.6% | 82,720 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +7.8% | 81,911 | $4.2M |
| Carmichael Hill & Associates, Inc. | 1.53% | Add +4.9% | 81,186 | $4.2M |
| Summit Wealth Group, LLC | 1.19% | Add +23.6% | 80,830 | $4.1M |
| WealthCollab, LLC | 2.72% | Reduce -3.3% | 80,724 | $4.1M |
| McNaughton Wealth Management, LLC | 1.99% | Add +3.5% | 80,055 | $4.1M |
| Chesley Taft & Associates LLC | 0.19% | Add +8.2% | 79,880 | $4.1M |
| Edgestream Partners, L.P. | 0.18% | Add +108.2% | 79,166 | $4.0M |
| Advisory Services Network, LLC | 0.08% | No change | 80,604 | $4.0M |
| Benjamin Edwards Inc. | 0.06% | New | 78,536 | $4.0M |
| SageView Advisory Group, LLC | 0.20% | New | 77,335 | $4.0M |
| Stokes Family Office, LLC | 0.43% | Reduce -2.0% | 77,183 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +4.9% | 76,900 | $3.9M |
| Pure Portfolios Holdings LLC | 1.48% | — | 76,562 | $3.9M |
| Insight Wealth Strategies, LLC | 0.52% | Add +13.2% | 76,523 | $3.9M |
| PrairieView Partners, LLC | 0.41% | Add +26.9% | 76,245 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -35.2% | 75,944 | $3.9M |
| Cherry Tree Wealth Management, LLC | 0.92% | Add +0.6% | 75,741 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -3.7% | 74,990 | $3.8M |
| Steph & Co. | 1.22% | Reduce -0.3% | 74,822 | $3.8M |
| Brown Wealth Management, LLC | 1.38% | Add +10.5% | 74,728 | $3.8M |
| OLIO Financial Planning | 1.60% | Add +0.4% | 74,695 | $3.8M |
| High Probability Advisors, LLC | 0.65% | Add +6.2% | 74,263 | $3.8M |
| Baker Avenue Asset Management, LP | 0.12% | Add +16.3% | 73,593 | $3.8M |
| Kingsview Wealth Management, LLC | 0.08% | Add +145.1% | 73,368 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +2.6% | 73,123 | $3.7M |
| Flputnam Investment Management Co. | 0.07% | Add +2.8% | 72,701 | $3.7M |
| Farther Finance Advisors, LLC | 0.14% | Add +10.8% | 72,693 | $3.7M |
| American Investment Services, Inc. | 0.61% | Add +4.4% | 71,802 | $3.7M |
| Watershed Private Wealth LLC | 1.44% | Add +12.0% | 70,816 | $3.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +12.4% | 70,754 | $3.6M |
| Great Waters Wealth Management | 0.49% | Reduce -2.2% | 70,525 | $3.6M |
| Wealth Alliance, LLC | 0.43% | Reduce -0.3% | 69,923 | $3.6M |
| Financial Freedom, LLC | 1.88% | Reduce -4.7% | 69,548 | $3.6M |
| Tortoise Investment Management, LLC | 0.37% | Reduce -3.9% | 69,375 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -0.4% | 68,836 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -1.9% | 68,648 | $3.5M |
| Creative Financial Designs Inc. | 0.30% | Reduce -6.2% | 68,635 | $3.5M |
| High Falls Advisors, Inc | 0.80% | Reduce -0.2% | 68,629 | $3.5M |
| Vicus Capital | 0.31% | Reduce -1.0% | 68,556 | $3.5M |
| HRT Financial LP | 0.02% | New | 68,160 | $3.5M |
| Vannoy Advisory Group, Inc. | 2.52% | Add +2.7% | 67,655 | $3.5M |
| TPG Financial Advisors, LLC | 1.55% | Add +168.8% | 67,477 | $3.4M |
| Prestige Wealth Management Group LLC | 0.71% | Add +0.2% | 67,240 | $3.4M |
| Mosaic Advisors LLC | 2.61% | Add +0.8% | 66,669 | $3.4M |
| Spire Wealth Management | 0.11% | Add +1.2% | 66,579 | $3.4M |
| Legacy PCG, LLC | 2.42% | Reduce -0.4% | 66,401 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.30% | Reduce -6.4% | 65,420 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Add +4.0% | 65,374 | $3.3M |
| Capital Asset Advisory Services LLC | 0.17% | Add +13.4% | 65,725 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.13% | Add +12.7% | 65,172 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Reduce -1.7% | 64,868 | $3.3M |
| Hobbs Group Advisors, LLC | 1.17% | Add +0.7% | 63,765 | $3.3M |
| C M Bidwell & Associates Ltd. | 1.99% | Add +82.9% | 63,761 | $3.3M |
| Keudell/Morrison Wealth Management | 0.87% | Reduce -11.4% | 63,002 | $3.2M |
| First American Trust, FSB | 0.32% | Add +2.5% | 62,822 | $3.2M |
| Sonata Capital Group Inc. | 1.36% | New | 62,780 | $3.2M |
| Phillips Financial Management, LLC | 0.25% | Reduce -5.1% | 62,463 | $3.2M |
| Meridian Wealth Management, LLC | 0.16% | New | 62,260 | $3.2M |
| Elmwood Wealth Management, Inc. | 1.31% | Add +3.5% | 61,966 | $3.2M |
| Shared Vision Wealth Group LLC | 1.69% | Reduce -4.4% | 61,736 | $3.2M |
| Signaturefd, LLC | 0.06% | No change | 61,587 | $3.1M |
| Capital Advisors Wealth Management, LLC | 0.57% | Add +21.2% | 61,025 | $3.1M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -1.7% | 60,311 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -2.5% | 60,073 | $3.1M |
| Compass Advisory Group LLC | 1.19% | Add +1.1% | 60,026 | $3.1M |
| Leverty Financial Group, LLC | 1.67% | Add +0.5% | 59,902 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.20% | New | 59,751 | $3.1M |
| Hancock Whitney Corp. | 0.10% | Add +1.4% | 59,483 | $3.0M |
| Motive Wealth Advisors | 1.80% | No change | 59,669 | $3.0M |
| Visionary Wealth Advisors | 0.18% | Reduce -12.2% | 57,976 | $3.0M |
| Marcum Wealth, LLC | 0.28% | Add +0.6% | 57,867 | $3.0M |
| My Legacy Advisors, LLC | 1.16% | Reduce -27.3% | 57,635 | $2.9M |
| Rockbridge Investment Management, LCC | 0.38% | Add +20.9% | 57,307 | $2.9M |
| Waverly Advisors, LLC | 0.05% | Add +3.8% | 57,200 | $2.9M |
| WBH Advisory Inc. | 0.28% | Add +0.2% | 56,828 | $2.9M |
| Canopy Partners, LLC | 1.25% | Add +58.8% | 56,634 | $2.9M |
| Trinity Financial Advisors LLC | 1.29% | Add +45.9% | 86,841 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +8.6% | 56,314 | $2.9M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -11.2% | 56,357 | $2.9M |
| Avid Wealth Partners LLC | 2.01% | Reduce -0.7% | 55,600 | $2.8M |
| O'ROURKE & COMPANY, Inc | 1.42% | Add +21.1% | 55,347 | $2.8M |
| Strategic Equity Management | 1.34% | Add +878.5% | 55,099 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Add +3.9% | 54,813 | $2.8M |
| Florida Trust Wealth Management Co | 0.09% | Add +29.0% | 54,180 | $2.8M |
| Detalus Advisors, LLC | 0.92% | Add +35.1% | 54,076 | $2.8M |
| Bessemer Group Inc. | 0.00% | No change | 53,568 | $2.7M |
| Neumann Capital Management, LLC | 0.91% | Add +5.9% | 53,550 | $2.7M |
| Washington Trust Advisors, Inc. | 0.24% | Reduce -7.5% | 53,392 | $2.7M |
| Keybank National Association | 0.01% | Add +38.7% | 52,939 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -8.6% | 52,416 | $2.7M |
| Chatham Capital Group, Inc. | 0.44% | No change | 52,315 | $2.7M |
| First Merchants Corp. | 0.10% | Add +301.6% | 52,142 | $2.7M |
| Composition Wealth, LLC | 0.06% | Add +0.0% | 52,120 | $2.7M |
| Sunesis Advisors, LLC | 1.60% | No change | 51,998 | $2.7M |
| Grand Wealth Management, LLC | 1.50% | Add +13.5% | 51,880 | $2.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.55% | Add +11.6% | 51,827 | $2.6M |
| Maia Wealth LLC | 0.65% | Add +9.2% | 52,590 | $2.6M |
| Financial Connections Group, Inc. | 1.30% | Reduce -2.4% | 51,686 | $2.6M |
| Country Club Bank | 0.18% | Reduce -0.1% | 51,396 | $2.6M |
| Busey Bank | 0.09% | Add +9.0% | 51,236 | $2.6M |
| Sterling Financial Planning, Inc. | 0.96% | Add +6.0% | 50,963 | $2.6M |
| Wealthspire Retirement, LLC | 0.21% | Add +9.1% | 50,359 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Reduce -5.3% | 50,177 | $2.6M |
| AdvisorNet Financial, Inc | 0.19% | Add +167.3% | 50,100 | $2.6M |
| FDx Advisors, Inc. | 0.70% | Reduce -2.3% | 50,047 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Add +0.4% | 49,453 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.5% | 49,337 | $2.5M |
| Mustard Seed Financial, LLC | 2.09% | Add +1.1% | 49,237 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -3.9% | 48,998 | $2.5M |
| Watchman Group, Inc. | 0.64% | Reduce -5.3% | 48,287 | $2.5M |
| Cannon Financial Strategists, Inc. | 0.43% | Reduce -15.0% | 47,677 | $2.4M |
| Integrity Wealth Solutions LLC | 1.42% | Add +6.9% | 47,651 | $2.4M |
| Rede Wealth, LLC | 0.93% | Add +2.3% | 47,409 | $2.4M |
| Fisher Asset Management | 0.00% | Add +15.9% | 46,915 | $2.4M |
| Glen Eagle Advisors, LLC | 0.40% | Reduce -0.8% | 46,857 | $2.4M |
| RiverGlades Family Offices LLC | 1.71% | Add +2.6% | 46,747 | $2.4M |
| Hilltop Holdings Inc. | 0.16% | New | 46,609 | $2.4M |
| Breakwater Capital Group | 0.47% | Reduce -1.0% | 46,016 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +44.1% | 45,963 | $2.3M |
| Acima Private Wealth, LLC | 0.78% | Add +12.3% | 45,761 | $2.3M |
| Ashton Thomas Securities, LLC | 0.45% | Reduce -5.7% | 45,179 | $2.3M |
| Wrenne Financial Planning LLC | 1.37% | Reduce -1.6% | 44,921 | $2.3M |
| VestGen Investment Management | 0.64% | Reduce -7.2% | 44,535 | $2.3M |
| Richardson Financial Services Inc. | 1.45% | Add +100.0% | 44,954 | $2.3M |
| Linscomb Wealth, Inc. | 0.11% | Add +7.7% | 43,925 | $2.2M |
| James Investment Research, Inc. | 0.26% | Add +60.0% | 43,445 | $2.2M |
| Financial Strategies Group, Inc. | 0.52% | Add +121.0% | 43,462 | $2.2M |
| Plum Street Advisors, LLC | 1.11% | Add +41.2% | 42,883 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -5.5% | 42,800 | $2.2M |
| TPG Advisors LLC | 1.70% | Add +41.3% | 42,552 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.17% | Add +0.2% | 42,357 | $2.2M |
| Two Sigma Securities, LLC | 0.17% | Add +229.1% | 41,952 | $2.1M |
| Global Strategic Investment Solutions, LLC | 0.25% | Add +0.2% | 41,703 | $2.1M |
| HUB Investment Partners, LLC | 0.09% | Add +0.1% | 41,208 | $2.1M |
| Pure Financial Advisors, LLC | 0.05% | Add +18.1% | 41,134 | $2.1M |
| Snider Financial Group | 0.77% | Add +2.0% | 41,038 | $2.1M |
| Collective Family Office LLC | 0.57% | Add +19.2% | 40,940 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.38% | Add +4.8% | 40,792 | $2.1M |
| FFT Wealth Management LLC | 0.16% | Reduce -19.7% | 40,131 | $2.1M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +128.7% | 40,128 | $2.1M |
| Wheelhouse Advisory Group LLC | 1.31% | Add +1.6% | 39,938 | $2.0M |
| Meredith Wealth Planning | 0.97% | Add +0.9% | 39,920 | $2.0M |
| Crabel Capital Management, LLC | 1.43% | Add +47.7% | 39,755 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.42% | Reduce -0.5% | 39,728 | $2.0M |
| Betterment LLC | 0.00% | Add +16.6% | 39,714 | $2.0M |
| SJS Investment Consulting Inc. | 0.36% | Add +17.8% | 39,638 | $2.0M |
| Beta Wealth Group, Inc. | 0.90% | Add +0.6% | 39,237 | $2.0M |
| Financial Planning & Information Services, Inc. | 0.28% | Reduce -3.5% | 39,211 | $2.0M |
| Brio Consultants, LLC | 0.32% | Add +128.7% | 39,104 | $2.0M |
| Glassy Mountain Advisors, Inc. | 0.70% | Add +1.3% | 38,851 | $2.0M |
| Financial Counselors Inc. | 0.03% | Add +7.7% | 38,850 | $2.0M |
| Fidelis Capital Partners, LLC | 0.23% | New | 39,097 | $2.0M |
| Eagle Global Advisors LLC | 0.10% | No change | 38,230 | $2.0M |
| Commerce Bank | 0.01% | No change | 38,193 | $2.0M |
| Main Street Financial Solutions, LLC | 0.18% | Add +4.7% | 37,857 | $1.9M |
| Life Planning Partners, Inc | 1.72% | Reduce -5.4% | 37,761 | $1.9M |
| Stone Summit Wealth LLC | 0.62% | Reduce -0.1% | 37,750 | $1.9M |
| Laurel Wealth Advisors LLC | 0.31% | Add +31.4% | 37,688 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 37,500 | $1.9M |
| Opes Wealth Management LLC | 0.37% | Add +8.1% | 37,485 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +28.5% | 37,320 | $1.9M |
| First Pacific Financial | 0.44% | Add +18.1% | 37,107 | $1.9M |
| Naples Global Advisors, LLC | 0.18% | Reduce -3.0% | 37,093 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 36,975 | $1.9M |
| Black Diamond Financial, LLC | 0.32% | No change | 36,967 | $1.9M |
| Aletheian Wealth Advisors LLC | 1.10% | Reduce -2.3% | 36,895 | $1.9M |
| Fulton Bank, N.A. | 0.07% | Add +33.0% | 36,716 | $1.9M |
| Mattern Capital Management, LLC | 0.23% | Add +310.8% | 36,507 | $1.9M |
| Kuhn & Co Investment Counsel | 1.59% | Add +4.0% | 36,440 | $1.9M |
| Everhart Financial Group, Inc. | 0.41% | Reduce -3.6% | 36,420 | $1.9M |
| Middleton & Co. Inc. | 0.20% | No change | 36,300 | $1.9M |
| Stephens Inc. | 0.03% | Add +2.2% | 36,232 | $1.9M |
| Emprise Bank | 1.07% | Add +199.7% | 36,215 | $1.9M |
| RCS Financial Planning, LLC | 1.03% | Add +4.2% | 36,142 | $1.8M |
| Highline Wealth Partners LLC | 0.62% | Reduce -1.9% | 35,992 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.31% | Reduce -0.8% | 35,896 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.63% | Reduce -38.7% | 35,648 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -14.4% | 35,577 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.32% | Add +8.7% | 35,301 | $1.8M |
| St Germain D J Co. Inc. | 0.08% | Add +7.2% | 35,078 | $1.8M |
| Twele Capital Management, Inc. | 0.37% | Add +2.6% | 34,694 | $1.8M |
| Regimen Wealth, LLC | 0.57% | Add +0.8% | 34,626 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.41% | Add +33.6% | 34,666 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.47% | Reduce -8.6% | 34,290 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Reduce -1.4% | 33,959 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +1.3% | 33,840 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -37.5% | 34,362 | $1.7M |
| Theory Financial LLC | 0.76% | Add +10.8% | 34,220 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -54.8% | 34,175 | $1.7M |
| Kings Path Partners LLC | 0.72% | Add +2.7% | 33,519 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.60% | Add +293.8% | 33,398 | $1.7M |
| Hilltop Partners LLC | 0.57% | Reduce -9.6% | 33,371 | $1.7M |
| Choreo, LLC | 0.03% | Add +38.0% | 33,249 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -0.2% | 33,211 | $1.7M |
| W Advisors, LLC | 1.04% | Reduce -7.9% | 33,176 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -1.8% | 33,067 | $1.7M |
| Drive Wealth Management, LLC | 0.44% | Reduce -11.8% | 32,970 | $1.7M |
| Pinnacle Bancorp, Inc. | 0.45% | Add +4.1% | 32,896 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.35% | Reduce -1.3% | 32,782 | $1.7M |
| GSG Advisors LLC | 0.55% | Add +0.5% | 32,385 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -5.9% | 32,132 | $1.6M |
| Core Wealth Advisors, Inc. | 0.53% | Reduce -36.9% | 32,053 | $1.6M |
| Almanack Investment Partners, LLC. | 0.26% | Reduce -7.0% | 31,994 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -10.2% | 31,928 | $1.6M |
| Mason & Associates Inc | 0.41% | Add +31.9% | 31,862 | $1.6M |
| Von Berge Wealth Management Group, LLC | 1.00% | Add +2.3% | 32,503 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.69% | Add +18.7% | 31,468 | $1.6M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -0.4% | 31,461 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -14.7% | 31,862 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +3.0% | 30,856 | $1.6M |
| Hanover Advisors Inc. | 0.66% | Reduce -1.0% | 30,529 | $1.6M |
| HHM Wealth Advisors, LLC | 0.22% | Add +32.8% | 30,215 | $1.5M |
| Petra Financial Advisors Inc. | 1.02% | Reduce -1.7% | 30,105 | $1.5M |
| Mma Asset Management LLC | 0.41% | Add +105.6% | 30,864 | $1.5M |
| McIlrath & Eck, LLC | 0.20% | Add +15.4% | 30,055 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.53% | Reduce -3.2% | 29,953 | $1.5M |
| Intergy Private Wealth, LLC | 0.58% | Add +0.3% | 29,805 | $1.5M |
| WealthShield Partners, LLC | 0.21% | Reduce -0.2% | 29,707 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.23% | Add +0.1% | 29,660 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Reduce -35.9% | 29,621 | $1.5M |
| Annapolis Financial Services, LLC | 0.45% | Add +0.2% | 29,543 | $1.5M |
| Continuum Advisory, LLC | 0.19% | Add +12.9% | 29,833 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Add +44.4% | 28,997 | $1.5M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -6.6% | 28,831 | $1.5M |
| Culbertson A N & Co. Inc. | 0.24% | Add +6.3% | 28,800 | $1.5M |
| BCGM Wealth Management, LLC | 0.48% | Add +56.8% | 28,792 | $1.5M |
| Pine Harbor Wealth Management, LLC | 0.73% | No change | 28,545 | $1.5M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 28,284 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.22% | Add +11.2% | 28,062 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.82% | No change | 28,000 | $1.4M |
| Boyd Wealth Management, LLC | 0.72% | Reduce -15.2% | 27,967 | $1.4M |
| Leeward Financial Partners, LLC | 0.53% | Add +3.2% | 27,709 | $1.4M |
| Souders Financial Advisors | 0.20% | Add +1.1% | 27,666 | $1.4M |
| Capital Insight Partners, LLC | 0.25% | Add +14.0% | 27,610 | $1.4M |
| Financial Architects, LLC | 0.91% | Add +4.7% | 27,580 | $1.4M |
| Revisor Wealth Management LLC | 0.88% | Add +200.0% | 27,561 | $1.4M |
| Howe & Rusling Inc. | 0.12% | Add +2.3% | 27,454 | $1.4M |
| D. E. Shaw & Co. | 0.00% | New | 26,840 | $1.4M |
| Bernardo Wealth Planning LLC | 0.33% | Reduce -3.0% | 27,001 | $1.4M |
| Columbus Macro, LLC | 0.49% | Add +0.9% | 26,803 | $1.4M |
| Penney Financial, LLC | 0.93% | Reduce -6.7% | 26,530 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -4.3% | 26,496 | $1.4M |
| MCF Advisors LLC | 0.09% | Add +0.1% | 26,403 | $1.3M |
| FF Advisors,LLC | 0.88% | Add +26.6% | 26,597 | $1.3M |
| Northstar Group, Inc. | 0.24% | Reduce -4.6% | 26,042 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.4% | 25,943 | $1.3M |
| World Investment Advisors | 0.04% | Add +6.8% | 25,521 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +386.7% | 25,498 | $1.3M |
| Strategic Investment Solutions, Inc. | 0.39% | Reduce -2.9% | 25,461 | $1.3M |
| Exchange Capital Management, Inc. | 0.21% | Add +6.7% | 25,260 | $1.3M |
| Carrera Capital Advisors | 0.32% | Reduce -33.8% | 25,242 | $1.3M |
| Steele Capital Management, Inc. | 0.07% | Add +13.6% | 25,105 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -7.0% | 25,059 | $1.3M |
| Harbour Investment Management LLC | 0.56% | No change | 24,945 | $1.3M |
| Sage Rhino Capital LLC | 0.28% | Reduce -1.6% | 24,745 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +2.0% | 24,461 | $1.3M |
| Centurion Wealth Management LLC | 0.40% | — | 24,430 | $1.2M |
| LJI Wealth Management, LLC | 0.25% | Add +7.0% | 24,366 | $1.2M |
| Argent Trust Co | 0.05% | Add +22.0% | 24,306 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +168.9% | 24,141 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | No change | 24,130 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.62% | Reduce -1.4% | 23,783 | $1.2M |
| Capasso Planning Partners LLC | 0.36% | Add +41.3% | 23,696 | $1.2M |
| TriaGen Wealth Management LLC | 0.40% | No change | 23,301 | $1.2M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -0.5% | 23,231 | $1.2M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -19.3% | 23,023 | $1.2M |
| Taylor Hoffman Capital Management LLC | 0.45% | — | 23,354 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | Add +6.2% | 22,640 | $1.2M |
| Apexium Financial, LP | 0.08% | Add +59.9% | 22,493 | $1.1M |
| AQR Capital Management | 0.00% | Add +117.1% | 22,357 | $1.1M |
| Catalina Capital Group, LLC | 0.39% | Reduce -11.0% | 22,316 | $1.1M |
| Americana Partners, LLC | 0.08% | Reduce -29.5% | 22,276 | $1.1M |
| Seeds Investor LLC | 0.42% | New | 22,220 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +8.9% | 22,214 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +8.8% | 22,173 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Add +3.1% | 21,925 | $1.1M |
| Proffitt & Goodson Inc. | 0.18% | Add +32.8% | 21,901 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 21,844 | $1.1M |
| Cedrus LLC | 0.41% | Add +156.9% | 21,843 | $1.1M |
| Precedent Wealth Partners, LLC | 0.37% | Add +14.7% | 21,693 | $1.1M |
| Claro Advisors Inc. | 0.14% | Add +30.6% | 21,682 | $1.1M |
| Olde Wealth Management, LLC | 0.40% | Add +0.0% | 21,683 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.09% | Add +14.4% | 21,643 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -5.8% | 21,565 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.59% | Add +75.4% | 21,422 | $1.1M |
| Lakewood Asset Management LLC | 0.75% | Add +15.6% | 21,364 | $1.1M |
| Forum Private Client Group LLC | 0.48% | Add +5.0% | 21,226 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -11.2% | 21,204 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.40% | Reduce -9.7% | 20,948 | $1.1M |
| Titan Global Capital Management USA LLC | 0.17% | Add +17.8% | 20,868 | $1.1M |
| Presilium Private Wealth, LLC | 0.25% | Add +10.3% | 20,854 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -28.3% | 20,703 | $1.1M |
| Insigneo Advisory Services, LLC | 0.11% | Add +4.3% | 20,650 | $1.1M |
| Human Investing LLC | 0.19% | Add +28.9% | 20,645 | $1.1M |
| Roof Eidam Maycock Peralta, LLC | 0.27% | No change | 20,618 | $1.1M |
| PBMares Wealth Management LLC | 0.22% | Reduce -3.7% | 20,577 | $1.1M |
| Columbia Bank | 0.38% | No change | 20,430 | $1.0M |
| Boxwood Ventures, Inc. | 1.61% | No change | 20,380 | $1.0M |
| IFG Advisory, LLC | 0.07% | Add +1.3% | 20,271 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +24.8% | 20,256 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.13% | No change | 20,250 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | Reduce -1.4% | 20,173 | $1.0M |
| Heritage Financial Services, LLC | 0.14% | Reduce -0.2% | 20,085 | $1.0M |
| Bell Bank | 0.12% | No change | 19,954 | $1.0M |
| Evolution Advisers, Inc. | 0.56% | Add +1.9% | 19,969 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -48.6% | 19,943 | $1.0M |
| Wolff Financial Management LLC | 0.28% | New | 19,926 | $1.0M |
| Long Island Wealth Management, Inc. | 0.67% | Add +0.7% | 19,918 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -85.4% | 36,546 | $1.0M |
| Revolve Wealth Partners, LLC | 0.15% | Add +2.9% | 19,785 | $1.0M |
| Wetzel Investment Advisors, Inc. | 0.51% | Add +19.4% | 19,674 | $1.0M |
| Optas, LLC | 0.23% | Add +3.5% | 19,590 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +0.1% | 19,588 | $1.0M |
| FC Advisory LLC | 0.34% | Add +0.6% | 19,502 | $997K |
| CFO4Life Group, LLC | 0.18% | Add +0.0% | 19,456 | $995K |
| AlphaStar Capital Management, LLC | 0.08% | Add +195.7% | 19,308 | $987K |
| Certus Wealth Management, LLC | 0.68% | No change | 19,182 | $981K |
| Proquility Private Wealth Partners, LLC | 0.31% | No change | 19,124 | $978K |
| Windward Private Wealth Management Inc. | 0.37% | Add +4.3% | 19,026 | $973K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -32.1% | 19,016 | $972K |
| Farrell Financial LLC | 0.69% | Add +1.2% | 19,229 | $972K |
| VanderPol Investments L.L.C. | 2.16% | Reduce -25.8% | 18,926 | $967K |
| Synovus Financial Corp. | 0.01% | Add +102.3% | 18,876 | $965K |
| Lockerman Financial Group, Inc. | 1.63% | Add +4.9% | 18,863 | $964K |
| Fiducient Advisors LLC | 0.11% | No change | 18,799 | $961K |
| Lodestar Private Asset Management LLC | 0.12% | Add +11.7% | 18,739 | $958K |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.7% | 18,722 | $957K |
| Lane & Associates LLC | 0.52% | Reduce -42.9% | 18,719 | $957K |
| ShoreHaven Wealth Partners, LLC | 0.46% | Reduce -21.1% | 18,600 | $951K |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 18,566 | $949K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -20.1% | 18,484 | $945K |
| Hexagon Capital Partners LLC | 0.18% | Add +12.5% | 18,467 | $944K |
| PFG Investments, LLC | 0.06% | Reduce -30.1% | 18,441 | $943K |
| Frank, Rimerman Advisors LLC | 0.07% | Add +3.0% | 18,422 | $942K |
| Eclectic Associates Inc. | 0.37% | Add +2.8% | 18,215 | $931K |
| EPG Wealth Management LLC | 0.23% | Add +0.0% | 18,147 | $928K |
| Evernest Financial Advisors, LLC | 0.25% | Add +4.0% | 18,123 | $926K |
| Wealthgarden F.S. LLC | 0.89% | Reduce -5.3% | 17,809 | $910K |
| LGL Partners, LLC | 0.13% | Reduce -37.8% | 17,790 | $909K |
| Archford Capital Strategies, LLC | 0.14% | Reduce -0.6% | 17,961 | $909K |
| Planning Directions Inc. | 0.54% | New | 17,756 | $908K |
| Moody National Bank Trust Division | 0.10% | No change | 17,661 | $903K |
| Modern Wealth Management, LLC | 0.06% | Add +251.1% | 17,561 | $898K |
| Arax Advisory Partners | 0.08% | Add +0.7% | 17,531 | $896K |
| Ascentis Independent Advisors | 0.14% | Add +244.4% | 17,446 | $892K |
| Shakespeare Wealth Management, LLC | 0.23% | Add +77.5% | 17,422 | $891K |
| Lincoln Capital Corp. | 0.36% | Reduce -21.3% | 17,419 | $890K |
| Lokken Investment Group LLC | 0.37% | Add +5.9% | 17,338 | $886K |
| Lebenthal Global Advisors, LLC | 0.18% | Reduce -7.9% | 17,338 | $886K |
| Kraft Asset Management, LLC | 0.69% | No change | 17,286 | $884K |
| Burney Co./ | 0.03% | Add +6.8% | 17,257 | $882K |
| Sargent Investment Group, LLC | 0.16% | Reduce -1.8% | 17,137 | $876K |
| Encompass Wealth Advisors, LLC | 0.22% | Reduce -4.5% | 17,020 | $870K |
| Orcam Financial Group | 0.84% | Reduce -0.1% | 16,973 | $868K |
| Tenon Financial LLC | 0.57% | Reduce -1.4% | 16,959 | $867K |
| Prospect Financial Services LLC | 0.53% | Add +2.0% | 16,838 | $861K |
| Southland Equity Partners LLC | 0.21% | No change | 16,809 | $859K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.7% | 16,724 | $855K |
| Fairhaven Wealth Management, LLC | 0.26% | Reduce -7.5% | 16,713 | $854K |
| Landaas & Co. /Wi | 0.24% | Add +9.0% | 16,713 | $854K |
| Private Client Services, LLC | 0.45% | Add +74.4% | 16,545 | $846K |
| LPWM LLC | 0.28% | Reduce -0.4% | 16,547 | $845K |
| Hill Investment Group Partners, LLC | 0.12% | Add +0.3% | 16,797 | $839K |
| Apeiron RIA LLC | 0.24% | Add +0.6% | 16,210 | $829K |
| Glenview Trust Co | 0.02% | Add +44.5% | 16,086 | $822K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Add +6.5% | 16,071 | $822K |
| Advisory Alpha, LLC | 0.03% | Reduce -0.1% | 16,001 | $818K |
| RDA Financial Network | 0.25% | No change | 15,982 | $817K |
| Financial Advocates Investment Management | 0.05% | Add +34.1% | 15,934 | $815K |
| Towerpoint Wealth, LLC | 0.38% | No change | 15,832 | $809K |
| Compass Financial Group, INC | 0.16% | Add +14.9% | 15,784 | $807K |
| Conscious Wealth Investments, LLC | 0.55% | Reduce -0.4% | 16,070 | $806K |
| Patron Partners, LLC | 0.44% | Reduce -23.9% | 15,742 | $805K |
| Ade, LLC | 0.49% | No change | 15,739 | $805K |
| Shepherd Kaplan Krochuk, LLC | 0.61% | No change | 15,724 | $804K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 15,639 | $799K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 15,627 | $799K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +8.6% | 15,558 | $795K |
| HB Wealth Management, LLC | 0.01% | Add +8.3% | 15,552 | $795K |
| Riverview Trust Co | 0.70% | No change | 15,525 | $794K |
| Cedar Mountain Advisors, LLC | 0.18% | New | 15,516 | $793K |
| Elevate Wealth Advisory, Inc. | 0.59% | Add +195.3% | 15,504 | $793K |
| Procyon Advisors, LLC | 0.05% | Add +10.2% | 15,451 | $790K |
| Roundview Capital LLC | 0.06% | No change | 15,448 | $790K |
| Advus Financial Partners, LLC | 0.22% | Add +0.6% | 15,405 | $788K |
| Norden Group LLC | 0.09% | Add +19.6% | 15,351 | $785K |
| Bond & Devick Financial Network, Inc. | 0.33% | Reduce -9.6% | 15,230 | $779K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +1.0% | 15,100 | $772K |
| Janney Capital Management LLC | 0.05% | Reduce -2.5% | 15,016 | $768K |
| American National Bank & Trust | 0.09% | Reduce -3.1% | 14,898 | $762K |
| Checchi Capital Advisers, LLC | 0.06% | Add +3.6% | 14,602 | $746K |
| LPF Advisors LLC | 0.64% | No change | 14,531 | $743K |
| Journey Strategic Wealth LLC | 0.03% | Add +0.6% | 14,469 | $740K |
| Argonautica Private Wealth Management, Inc. | 0.24% | Reduce -6.7% | 14,440 | $738K |
| BTG Pactual Asset Management US LLC | 0.11% | New | 14,423 | $737K |
| First Interstate Bank | 0.04% | New | 14,355 | $734K |
| Lansing Street Advisors | 0.27% | Reduce -3.5% | 14,199 | $726K |
| Sheets Smith Wealth Management | 0.09% | New | 14,189 | $725K |
| Moser Wealth Advisors, LLC | 0.37% | No change | 14,100 | $721K |
| Braun-Bostich & Associates Inc. | 0.50% | Add +9.3% | 13,966 | $714K |
| Eagle Wealth Strategies LLC | 0.52% | Add +0.3% | 13,924 | $712K |
| S.A. Mason LLC | 0.37% | No change | 13,770 | $704K |
| BWM Planning, LLC | 0.31% | — | 13,767 | $704K |
| Allegiance Financial Group Advisory Services LLC | 0.24% | Reduce -13.8% | 13,697 | $700K |
| Breakwater Investment Management | 0.29% | No change | 13,614 | $696K |
| Sage Mountain Advisors LLC | 0.06% | New | 13,609 | $696K |
| NewSquare Capital LLC | 0.06% | Reduce -8.0% | 13,533 | $692K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Reduce -27.3% | 13,488 | $690K |
| Icon Wealth Advisors, LLC | 0.06% | Add +237.2% | 13,486 | $689K |
| Madison Wealth Partners, Inc | 0.20% | Add +1.5% | 13,440 | $687K |
| Zhang Financial LLC | 0.04% | Add +0.2% | 13,438 | $687K |
| NewEdge Wealth, LLC | 0.01% | Add +35.7% | 13,418 | $686K |
| Clear Creek Financial Management, LLC | 0.08% | Add +11.5% | 13,388 | $684K |
| Blankinship & Foster, LLC | 0.17% | Add +0.8% | 13,260 | $678K |
| Root Financial Partners, LLC | 0.11% | New | 13,228 | $676K |
| Mayport, LLC | 0.22% | Reduce -4.5% | 13,218 | $676K |
| United Advisor Group, LLC | 0.15% | Reduce -19.4% | 13,128 | $671K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -12.9% | 13,105 | $670K |
| WFA of San Diego, LLC | 0.57% | Add +7.8% | 13,070 | $668K |
| Brewster Financial Planning LLC | 0.52% | Add +38.1% | 13,012 | $665K |
| West Michigan Advisors, LLC | 0.20% | Add +0.1% | 12,968 | $663K |
| SlateStone Wealth, LLC | 0.06% | Add +0.3% | 12,941 | $662K |
| Scott Capital Advisors, LLC | 0.19% | Add +11.0% | 12,943 | $662K |
| Agate Pass Investment Management, LLC | 0.33% | Add +10.7% | 12,898 | $659K |
| Omega Advisors (Leon Cooperman) | 0.03% | No change | 12,876 | $658K |
| Western Wealth Management, LLC | 0.04% | Add +0.2% | 12,839 | $656K |
| Strategic Financial Services, Inc. | 0.04% | Add +165.9% | 12,822 | $655K |
| FSA Advisors, Inc. | 0.65% | Reduce -3.1% | 12,795 | $654K |
| FLC Capital Advisors | 0.15% | Add +7.2% | 12,781 | $653K |
| Hollencrest Capital Management | 0.03% | Reduce -11.4% | 12,761 | $652K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Add +0.1% | 12,727 | $651K |
| GC Wealth Management RIA, LLC | 0.11% | New | 12,715 | $650K |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +33.8% | 12,645 | $646K |
| Stevens Capital Partners | 0.31% | Add +50.7% | 12,555 | $642K |
| Veery Capital, LLC | 0.24% | Add +0.1% | 12,540 | $641K |
| Quadrant Private Wealth Management, LLC | 0.16% | Reduce -27.5% | 12,535 | $641K |
| Leo Wealth, LLC | 0.06% | Reduce -46.1% | 12,356 | $632K |
| WASHINGTON TRUST Co | 0.02% | No change | 12,300 | $629K |
| Private Capital Management LLC | 0.11% | Reduce -3.9% | 12,255 | $626K |
| Astoria Portfolio Advisors LLC. | 0.21% | Reduce -7.8% | 12,327 | $625K |
| Pineridge Advisors LLC | 0.23% | Reduce -20.4% | 12,137 | $620K |
| Navalign, LLC | 0.18% | Add +8.4% | 12,119 | $620K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -21.7% | 12,079 | $617K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -8.3% | 12,071 | $617K |
| Red Tortoise LLC | 0.31% | Add +13.3% | 12,058 | $616K |
| Magnus Financial Group LLC | 0.06% | Add +2.0% | 11,979 | $612K |
| Narus Financial Partners, LLC | 0.22% | No change | 11,950 | $611K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Add +0.9% | 11,947 | $611K |
| RFP Financial Group LLC | 0.20% | Add +0.3% | 11,841 | $605K |
| Dohj, LLC | 0.14% | Reduce -52.7% | 11,821 | $604K |
| Intrua Financial, LLC | 0.10% | Reduce -0.0% | 11,745 | $600K |
| GW&K Investment Management, LLC | 0.01% | New | 11,745 | $600K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +8.7% | 11,522 | $589K |
| Merkkuri Wealth Advisors LLC | 0.46% | Add +1.8% | 11,451 | $585K |
| Essex Financial Services, Inc. | 0.04% | No change | 11,460 | $578K |
| Keener Financial Planning LLC | 0.38% | Add +2.6% | 11,303 | $577K |
| Goodwin Investment Advisory | 0.25% | Reduce -0.2% | 11,283 | $577K |
| Savvy Advisors, Inc. | 0.12% | Reduce -10.3% | 11,156 | $570K |
| LM Advisors LLC | 0.12% | No change | 11,155 | $570K |
| Caldwell Trust Co | 0.06% | Add +230.1% | 11,047 | $565K |
| Creative Capital Management Investments LLC | 0.23% | Reduce -37.8% | 10,983 | $561K |
| Hendershot Investments Inc. | 0.08% | No change | 10,939 | $559K |
| Keystone Wealth Services, LLC | 0.15% | New | 10,733 | $549K |
| Forum Financial Management, LP | 0.01% | Add +105.4% | 10,682 | $546K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.8% | 10,508 | $537K |
| Moseley Investment Management Inc. | 0.21% | Reduce -5.2% | 10,498 | $537K |
| Bray Capital Advisors | 0.13% | No change | 10,479 | $536K |
| Curbstone Financial Management Corp | 0.11% | No change | 10,450 | $534K |
| Bear Mountain Capital, Inc. | 0.21% | Reduce -12.4% | 10,503 | $533K |
| Highland Financial Advisors, LLC | 0.19% | Reduce -74.7% | 10,408 | $532K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +68.0% | 10,403 | $532K |
| FSM Wealth Advisors, LLC | 0.14% | Add +11.9% | 10,284 | $526K |
| Aspen Wealth Strategies, LLC | 0.34% | Reduce -1.9% | 10,256 | $524K |
| Wealth Management Resources, Inc. | 0.21% | Reduce -13.8% | 10,217 | $522K |
| Verum Partners LLC | 0.15% | Add +5.6% | 10,186 | $521K |
| Lake Street Advisors Group, LLC | 0.02% | Add +16.1% | 10,180 | $520K |
| Cranbrook Wealth Management, LLC | 0.12% | Add +89.4% | 10,110 | $517K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -53.9% | 10,083 | $515K |
| Center for Financial Planning, Inc. | 0.07% | No change | 10,048 | $514K |
| Certified Advisory Corp | 0.06% | Add +9.3% | 10,038 | $513K |
| Robinson Smith Wealth Advisors LLC | 0.44% | Reduce -5.3% | 10,034 | $513K |
| Nabity-Jensen Investment Management Inc | 0.39% | Reduce -1.2% | 10,023 | $512K |
| Foundations Investment Advisors, LLC | 0.01% | Add +140.8% | 9,981 | $510K |
| Bright Financial Advisors, Inc. | 0.32% | Reduce -6.8% | 9,927 | $507K |
| Keel Point, LLC | 0.04% | No change | 9,920 | $507K |
| Transcendent Capital Group LLC | 0.26% | Add +1.0% | 9,915 | $507K |
| TBH Global Asset Management, LLC | 0.11% | Add +69.3% | 9,904 | $506K |
| Silver Coast Investments LLC | 0.19% | Add +0.1% | 9,896 | $506K |
| GTS Securities LLC | 0.01% | New | 9,820 | $502K |
| Founders Financial Securities LLC | 0.05% | Reduce -14.8% | 9,723 | $497K |
| Horizon Investments, LLC | 0.01% | Reduce -14.8% | 9,723 | $494K |
| Annex Advisory Services, LLC | 0.02% | Add +0.5% | 9,669 | $494K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -4.7% | 9,668 | $494K |
| AE Wealth Management LLC | 0.00% | Reduce -53.0% | 9,668 | $494K |
| Sutton Place Investors LLC | 0.30% | Reduce -0.1% | 9,618 | $492K |
| Carl P. Sherr & Co., LLC | 0.26% | Add +8.9% | 9,615 | $492K |
| Lifeworks Advisors, LLC | 0.10% | New | 9,605 | $491K |
| Hummer Financial Advisory Services Inc | 0.39% | No change | 9,600 | $491K |
| Brand Asset Management Group, Inc. | 0.19% | Add +9.4% | 9,512 | $486K |
| Act Wealth Management, LLC | 0.22% | New | 9,500 | $486K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -8.6% | 9,446 | $483K |
| Sawgrass Asset Management LLC | 0.05% | Add +71.6% | 9,445 | $483K |
| Sinecera Capital, LLC | 0.58% | New | 9,389 | $480K |
| Hudock, Inc. | 0.08% | No change | 9,352 | $478K |
| D.A. Davidson & Co. | 0.00% | Add +97.2% | 9,301 | $475K |
| HCR Wealth Advisors | 0.06% | No change | 9,300 | $475K |
| Greenup Street Wealth Management LLC | 0.10% | Add +14.0% | 9,285 | $475K |
| Hills Bank & Trust Co | 0.04% | New | 9,275 | $474K |
| Rockland Trust Co. | 0.02% | No change | 9,270 | $474K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +15.7% | 9,209 | $471K |
| Partners Capital Investment Group, LLP | 0.01% | Add +0.2% | 9,115 | $466K |
| Seaside Wealth Management, Inc. | 0.17% | No change | 9,026 | $461K |
| RMR Wealth Builders | 0.05% | No change | 9,013 | $461K |
| Ascent Wealth Partners, LLC | 0.06% | Reduce -12.7% | 8,886 | $454K |
| Roman Butler Fullerton & Co. | 0.14% | Add +79.6% | 8,937 | $454K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -2.8% | 8,931 | $453K |
| Diversified, LLC | 0.05% | Reduce -13.1% | 8,737 | $447K |
| Diversified Enterprises, LLC | 0.05% | — | 8,737 | $447K |
| Horizons Wealth Management | 0.34% | No change | 8,511 | $435K |
| Wealth Group, Ltd. | 0.29% | Reduce -1.0% | 8,513 | $435K |
| BlueChip Wealth Advisors LLC | 0.23% | Add +19.1% | 8,451 | $432K |
| First National Corp. /Ma/ | 0.10% | Reduce -9.0% | 8,429 | $431K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | No change | 8,400 | $429K |
| Bell Investment Advisors, Inc | 0.08% | Add +5.3% | 8,351 | $427K |
| Nilsine Partners, LLC | 0.06% | Add +26.8% | 8,332 | $426K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -8.1% | 8,276 | $423K |
| WoodTrust Financial Corp | 0.06% | New | 8,233 | $421K |
| Holderness Investments Co. | 0.09% | No change | 8,233 | $421K |
| Level Financial Advisors | 0.16% | Reduce -3.7% | 8,196 | $419K |
| Trellis Wealth Advisors LLC | 0.21% | Add +1.5% | 8,126 | $415K |
| Disciplined Investments, LLC | 0.20% | Add +13.0% | 8,107 | $414K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -51.2% | 8,037 | $411K |
| Alhambra Investment Management LLC | 0.21% | Add +33.3% | 8,000 | $409K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 8,000 | $409K |
| Montag A & Associates Inc. | 0.02% | Reduce -21.6% | 7,954 | $407K |
| Global Financial Private Client, LLC | 0.16% | Reduce -3.7% | 7,868 | $402K |
| W.H. Cornerstone Investments Inc. | 0.26% | Add +0.8% | 7,586 | $388K |
| Falcon Wealth Planning | 0.05% | New | 7,578 | $387K |
| CVA Family Office, LLC | 0.06% | Add +40.7% | 7,545 | $386K |
| Roberts Financial Services LLC | 0.07% | Reduce -2.6% | 7,538 | $385K |
| Independent Wealth Network Inc. | 0.17% | Reduce -0.3% | 7,532 | $385K |
| Mills Wealth Advisors LLC | 0.26% | Reduce -34.4% | 7,441 | $380K |
| Acorn Wealth Advisors, LLC | 0.16% | New | 7,412 | $379K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -5.1% | 7,444 | $378K |
| Signal Advisors Wealth, LLC | 0.05% | New | 7,388 | $378K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.8% | 7,367 | $377K |
| Valtinson Bruner Financial Planning LLC | 0.13% | No change | 7,359 | $376K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -2.9% | 7,336 | $375K |
| Centennial Bank | 0.17% | Reduce -31.7% | 7,333 | $375K |
| Erickson Financial Group, LLC | 0.27% | Add +0.9% | 7,328 | $375K |
| Hoxton Planning & Management, LLC | 0.14% | New | 7,304 | $373K |
| Sterling Wealth Management, Inc. | 0.14% | No change | 7,262 | $371K |
| Heritage Wealth Management, Inc. | 0.12% | Reduce -4.3% | 7,240 | $370K |
| Tull Financial Group, Inc. | 0.23% | — | 7,232 | $370K |
| RHS Financial, LLC | 0.19% | New | 7,203 | $368K |
| Ascent Group, LLC | 0.03% | Reduce -7.8% | 7,178 | $367K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.2% | 7,169 | $366K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,122 | $364K |
| Wambolt & Associates, LLC | 0.10% | No change | 7,100 | $363K |
| Litman Gregory Wealth Management LLC | 0.03% | New | 7,084 | $362K |
| Keystone Financial Group | 0.05% | New | 7,057 | $361K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 7,055 | $361K |
| American Financial Advisors, LLC | 0.05% | Reduce -6.2% | 7,011 | $358K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -0.3% | 6,963 | $356K |
| Warther Private Wealth, LLC | 0.13% | No change | 6,961 | $356K |
| Occidental Asset Management, LLC | 0.06% | Add +20.6% | 6,934 | $354K |
| Accelerate Investment Advisors LLC | 0.35% | — | 6,918 | $354K |
| Round Rock Advisors LLC | 0.08% | No change | 6,907 | $353K |
| Richard P Slaughter Associates Inc | 0.08% | New | 6,871 | $351K |
| ETF Portfolio Partners, Inc. | 0.10% | No change | 6,856 | $350K |
| Financial Council, LLC | 0.18% | No change | 6,818 | $349K |
| OMNI 360 Wealth, Inc. | 0.24% | Add +10.0% | 6,802 | $348K |
| Concorde Asset Management, LLC | 0.19% | Reduce -7.9% | 6,628 | $339K |
| FSC Wealth Advisors, LLC | 0.24% | Add +2.4% | 6,626 | $339K |
| Penobscot Wealth Management | 0.18% | Add +0.5% | 6,527 | $334K |
| BBJS Financial Advisors, LLC | 0.12% | Add +0.8% | 6,354 | $325K |
| Blueprint Investment Partners LLC | 0.06% | New | 6,325 | $323K |
| Sigma Planning Corp | 0.01% | Reduce -7.8% | 6,323 | $323K |
| MidAtlantic Capital Management, Inc. | 0.24% | No change | 6,304 | $322K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,268 | $320K |
| Mayfair Advisory Group, LLC | 0.20% | No change | 6,187 | $315K |
| StoneX Group Inc. | 0.02% | Reduce -4.2% | 6,148 | $314K |
| Global Wealth Management Investment Advisory, Inc. | 0.07% | No change | 6,028 | $308K |
| Sabal Trust CO | 0.02% | No change | 6,005 | $307K |
| Wells Financial Advisors INC | 0.41% | No change | 6,000 | $307K |
| Sharp Wealth Advisory, LLC | 0.24% | Reduce -25.0% | 6,000 | $307K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 5,968 | $305K |
| Dakota Wealth Management | 0.01% | Add +14.7% | 5,925 | $303K |
| Wick Capital Partners, LLC | 0.10% | No change | 5,920 | $303K |
| Calton & Associates, Inc. | 0.12% | Add +0.3% | 5,916 | $302K |
| Frisch Financial Group, Inc. | 0.09% | Reduce -0.0% | 5,909 | $302K |
| Dogwood Wealth Management LLC | 0.17% | Reduce -5.2% | 5,840 | $299K |
| First Affirmative Financial Network | 0.16% | Add +0.3% | 5,835 | $298K |
| Net Worth Advisory Group | 0.09% | — | 5,834 | $298K |
| Lynx Investment Advisory | 0.21% | Reduce -2.8% | 5,792 | $296K |
| CWA Asset Management Group, LLC | 0.02% | — | 5,764 | $295K |
| Good Life Advisors, LLC | 0.02% | Reduce -15.8% | 5,757 | $294K |
| First Citizens Financial Corp | 0.16% | No change | 5,754 | $294K |
| Allen Capital Group, LLC | 0.04% | Reduce -10.5% | 5,744 | $294K |
| Lakeridge Wealth Management LLC | 0.16% | Reduce -5.1% | 5,737 | $293K |
| Whittier Trust Co. | 0.00% | Add +182.5% | 5,706 | $292K |
| Yardley Wealth Management LLC | 0.17% | — | 5,691 | $291K |
| Atwood & Palmer Inc. | 0.02% | No change | 5,691 | $291K |
| Silver Lake Advisory, LLC | 0.06% | Add +22.4% | 5,680 | $290K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +9.7% | 5,650 | $289K |
| Clark Financial Services Group Inc. | 0.26% | New | 5,632 | $288K |
| Westside Investment Management, Inc. | 0.06% | No change | 5,616 | $287K |
| Fairscale Capital, LLC | 0.25% | Reduce -25.9% | 5,601 | $286K |
| Citizens & Northern Corp. | 0.09% | Add +22.5% | 5,568 | $285K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 5,542 | $283K |
| Catalyst Private Wealth, LLC | 0.14% | Reduce -63.7% | 5,532 | $283K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 5,517 | $282K |
| Mascoma Wealth Management LLC | 0.07% | No change | 5,505 | $281K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 5,480 | $280K |
| Baldwin Wealth Partners LLC | 0.02% | New | 5,465 | $279K |
| Hill Island Financial LLC | 0.08% | Reduce -8.4% | 5,459 | $279K |
| Archvest Wealth Advisors, Inc. | 0.18% | Add +22.5% | 5,450 | $279K |
| Millennium Management | 0.00% | New | 5,444 | $278K |
| Assetmark, Inc. | 0.00% | Add +435.7% | 5,443 | $278K |
| Uptick Partners, LLC | 0.12% | New | 5,434 | $278K |
| Family Investment Center, Inc. | 0.07% | No change | 5,428 | $277K |
| Sfm, LLC | 0.21% | No change | 5,406 | $276K |
| Redwood Investment Management, LLC | 0.02% | New | 5,393 | $276K |
| Bridgewealth Advisory Group, LLC | 0.10% | No change | 5,315 | $272K |
| Ewa, LLC | 0.10% | Reduce -13.4% | 5,366 | $270K |
| Accredited Investors Inc. | 0.02% | Reduce -1.8% | 5,284 | $270K |
| Kathleen S. Wright Associates Inc. | 0.11% | Add +74.9% | 5,247 | $268K |
| Kanawha Capital Management LLC | 0.02% | No change | 5,236 | $268K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -11.0% | 5,185 | $265K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -1.6% | 5,182 | $265K |
| Summit Asset Management, LLC | 0.03% | No change | 5,155 | $264K |
| Waypoint Capital Advisors, LLC | 0.06% | No change | 5,142 | $263K |
| Aspen Wealth Management LLC | 0.08% | No change | 5,113 | $261K |
| RKL Wealth Management LLC | 0.02% | Add +0.6% | 5,022 | $257K |
| TruNorth Capital Management, LLC | 0.08% | No change | 4,961 | $254K |
| Northland Capital Management LLC | 0.15% | No change | 4,960 | $254K |
| Barry Investment Advisors, LLC | 0.08% | New | 4,928 | $252K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,920 | $252K |
| Swmg, LLC | 0.10% | New | 4,954 | $249K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.1% | 4,824 | $247K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.0% | 4,849 | $244K |
| Birchbrook, Inc. | 0.13% | No change | 4,720 | $241K |
| Brighton Jones LLC | 0.01% | Reduce -53.3% | 4,685 | $239K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,674 | $239K |
| Financial Perspectives, Inc | 0.08% | No change | 4,661 | $238K |
| Progressive Investment Management Corp | 0.06% | No change | 4,656 | $238K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $238K |
| Family Asset Management, LLC | 0.14% | Reduce -0.3% | 4,609 | $236K |
| Cooksen Wealth, LLC | 0.22% | Reduce -2.7% | 4,599 | $235K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 4,592 | $235K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -9.3% | 4,527 | $231K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -4.6% | 4,525 | $231K |
| NorthRock Partners, LLC | 0.01% | Reduce -76.7% | 4,506 | $230K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,482 | $229K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 4,415 | $226K |
| Shufro Rose & Co. LLC | 0.02% | No change | 4,480 | $224K |
| Peak Financial Management, Inc. | 0.07% | No change | 4,380 | $224K |
| Great Diamond Partners, LLC | 0.06% | No change | 4,365 | $223K |
| Sequent Planning LLC | 0.08% | No change | 4,347 | $222K |
| Peninsula Wealth, LLC | 0.04% | Reduce -0.6% | 4,362 | $222K |
| Greenspring Advisors, LLC | 0.05% | Reduce -1.3% | 4,332 | $221K |
| Key Financial Inc | 0.05% | Reduce -23.4% | 4,316 | $221K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,310 | $220K |
| Crewe Advisors LLC | 0.03% | Add +608.6% | 4,280 | $219K |
| Uhlmann Price Securities, LLC | 0.17% | — | 4,240 | $217K |
| Smith, Moore & Co. | 0.02% | No change | 4,194 | $214K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 4,174 | $213K |
| Albion Financial Group | 0.01% | No change | 4,100 | $210K |
| Wealth Dimensions Group, Ltd. | 0.05% | Add +0.3% | 4,051 | $207K |
| Walker Asset Management, LLC | 0.13% | No change | 4,000 | $204K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 3,988 | $204K |
| Cadence Bank | 0.01% | Reduce -1.3% | 3,974 | $203K |
| Guardian Asset Advisors, LLC | 0.14% | New | 3,950 | $202K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 3,949 | $202K |
| Planned Solutions, Inc. | 0.08% | New | 3,835 | $196K |
| LRI Investments, LLC | 0.02% | Add +5.5% | 3,741 | $188K |
| Global Wealth Strategies & Associates | 0.06% | Add +18120.0% | 3,644 | $186K |
| Webster Bank, N. A. | 0.02% | No change | 3,558 | $182K |
| Robinswood Financial LLC | 0.07% | No change | 3,542 | $181K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,498 | $179K |
| Addison Advisors LLC | 0.05% | Reduce -28.3% | 3,353 | $171K |
| Arlington Trust Co LLC | 0.04% | No change | 3,351 | $171K |
| Versant Capital Management, Inc | 0.04% | Add +14.4% | 3,292 | $168K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -3.5% | 3,228 | $165K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 3,179 | $163K |
| Bfsg, LLC | 0.02% | Add +68.6% | 3,145 | $161K |
| Oakworth Capital, Inc. | 0.01% | New | 3,139 | $160K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 2,818 | $144K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,672 | $137K |
| Sandy Spring Bank | 0.01% | No change | 2,650 | $135K |
| IMA Advisory Services, Inc. | 0.03% | New | 2,600 | $133K |
| Cordant, Inc. | 0.07% | New | 2,535 | $130K |
| Dagco, Inc. | 0.05% | Add +146.1% | 2,468 | $126K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,293 | $117K |
| CENTRAL TRUST Co | 0.00% | New | 2,284 | $117K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 2,082 | $106K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -88.6% | 1,903 | $97K |
| Northwest Financial Advisors | 0.08% | New | 1,900 | $97K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,825 | $93K |
| Tsfg, LLC | 0.02% | No change | 1,800 | $92K |
| Eastern Bank | 0.00% | New | 1,674 | $86K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,586 | $81K |
| LGT Financial Advisors LLC | 0.19% | No change | 1,533 | $78K |
| Headlands Technologies LLC | 0.01% | New | 1,524 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -63.4% | 1,500 | $77K |
| Blue Trust, Inc. | 0.00% | Reduce -43.1% | 1,502 | $75K |
| Chesapeake Asset Management LLC | 0.06% | Add +30.0% | 1,383 | $71K |
| Paladin Advisory Group, LLC | 0.05% | Add +8.2% | 1,327 | $68K |
| Bokf, NA | 0.00% | No change | 1,231 | $63K |
| Larson Financial Group LLC | 0.00% | Reduce -48.0% | 1,159 | $59K |
| Marquette Asset Management, LLC | 0.01% | New | 1,145 | $59K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +131.4% | 1,141 | $58K |
| Colonial Trust Co / SC | 0.01% | Add +32.1% | 1,140 | $58K |
| Rise Advisors, LLC | 0.03% | Add +235.1% | 1,099 | $56K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +11.4% | 1,094 | $56K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,080 | $55K |
| Ransom Advisory, Ltd | 0.02% | New | 1,000 | $51K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -21.1% | 997 | $51K |
| City State Bank | 0.02% | No change | 991 | $51K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +14.3% | 966 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -0.5% | 936 | $48K |
| Eagle Bay Advisors LLC | 0.02% | No change | 896 | $46K |
| First Financial Corp. | 0.02% | No change | 775 | $40K |
| Investors Research Corp | 0.01% | Add +17.0% | 749 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | Add +15.0% | 699 | $36K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | New | 650 | $33K |
| WR Wealth Planners, LLC | 0.01% | New | 642 | $33K |
| Operose Advisors LLC | 0.01% | Reduce -95.6% | 631 | $32K |
| Dunhill Financial, LLC | 0.02% | No change | 622 | $32K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 610 | $31K |
| First Command Advisory Services, Inc. | 0.00% | Add +1497.4% | 607 | $31K |
| Canton Hathaway, LLC | 0.01% | No change | 612 | $31K |
| Bogart Wealth, LLC | 0.00% | Add +2942.1% | 578 | $30K |
| Safe Harbor Fiduciary, LLC | 0.03% | — | 567 | $29K |
| NBT Bank, N.A. | 0.00% | New | 560 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 536 | $27K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 470 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | Add +114.2% | 422 | $22K |
| Wolff Wiese Magana LLC | 0.01% | Add +25.3% | 421 | $22K |
| Covestor Ltd | 0.01% | Reduce -24.1% | 409 | $21K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 400 | $20K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 400 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.5% | 392 | $20K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 377 | $19K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 375 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 364 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 314 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.3% | 319 | $16K |
| Abound Wealth Management | 0.01% | Add +14.0% | 310 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 257 | $13K |
| IAG Wealth Partners, LLC | 0.00% | New | 254 | $13K |
| Quent Capital, LLC | 0.00% | Add +28.7% | 242 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 241 | $12K |
| Painted Porch Advisors LLC | 0.01% | Add +186.1% | 226 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 221 | $11K |
| Trust Co | 0.00% | No change | 219 | $11K |
| Macroview Investment Management LLC | 0.01% | Add +1.1% | 189 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | New | 176 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2783.3% | 173 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Hemington Wealth Management | 0.00% | New | 161 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Add +1.3% | 154 | $8K |
| Stephens Consulting, LLC | 0.00% | New | 127 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -61.5% | 125 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +69.9% | 124 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 115 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $5K |
| Capital Analysts, LLC | 0.00% | Reduce -62.7% | 101 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 83 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.5% | 68 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 67 | $3K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 63 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 47 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +3.9% | 27 | $1K |
| Archer Investment Corp | 0.00% | No change | 11 | $545 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $77 |
| BlackRock, Inc. | 0.00% | — | 1 | $46 |
| Avion Wealth | 0.00% | No change | 11 | $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.