Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q4 2024 (December 31)1,225holders +121
83new positions
59sold out
7famous investors
$50.10avg. 13F price*
At the end of Q4 2024, 1,225 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 121 from Q3 2024. 83 opened new positions and 59 sold out. The largest holders were JPMorgan Chase & Co. ($3.9B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.6B). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $109.4M |
| Exits | 59 | $45.4M |
All 13F filers, Q3 2024 → Q4 2024: 32,968,564 shares bought and 15,748,143 shares sold, net +17,220,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,225 holders
| JPMorgan Chase & Co. | 0.31% | Add +5.4% | 78,695,639 | $3.9B |
| Northwestern Mutual Wealth Management Co. | 1.42% | Add +3.0% | 33,640,287 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.30% | Add +3.5% | 32,676,296 | $1.6B |
| Creative Planning | 1.23% | Add +0.7% | 25,130,883 | $1.3B |
| Wealthfront Advisers LLC | 3.59% | Reduce -22.4% | 24,488,697 | $1.2B |
| Raymond James Financial Inc. | 0.38% | — | 20,777,029 | $1.0B |
| Northern Trust Corp. | 0.11% | Add +4.0% | 16,099,227 | $807.1M |
| Tiaa Trust, National Association | 2.36% | Add +17.4% | 15,533,140 | $778.7M |
| Morgan Stanley | 0.05% | Add +6.5% | 13,845,989 | $694.1M |
| FMR LLC | 0.04% | Reduce -3.2% | 13,322,143 | $667.8M |
| Wells Fargo & Company | 0.15% | Add +1.7% | 12,088,367 | $606.0M |
| Envestnet Asset Management Inc. | 0.16% | Add +3.1% | 10,207,533 | $511.7M |
| Bank of America Corp. | 0.05% | Add +8.9% | 9,912,634 | $496.9M |
| Sei Investments Co. | 0.61% | Reduce -2.6% | 9,536,709 | $478.1M |
| Franklin Resources Inc. | 0.10% | Add +26.7% | 6,742,321 | $338.0M |
| Mercer Global Advisors Inc. | 0.72% | Reduce -1.4% | 5,874,264 | $294.5M |
| LPL Financial LLC | 0.11% | Add +8.4% | 5,411,784 | $271.3M |
| UBS Group AG | 0.06% | Reduce -5.6% | 5,349,149 | $268.2M |
| Aspiriant, LLC | 9.36% | Reduce -0.5% | 5,170,364 | $259.2M |
| Cerity Partners LLC | 0.43% | Add +23.6% | 3,998,830 | $200.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.73% | Add +6.1% | 3,837,927 | $192.4M |
| Corient Private Wealth LP | 0.32% | Reduce -7.9% | 3,806,985 | $190.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.7% | 3,612,941 | $181.1M |
| US Bancorp \de | 0.24% | Add +4.9% | 3,583,701 | $179.7M |
| Vanguard Group Inc. | 0.00% | Add +42.5% | 3,500,157 | $175.5M |
| Jones Financial Companies LLLP | 0.16% | Add +19.9% | 3,442,958 | $172.6M |
| Rwa Wealth Partners, LLC | 2.06% | Add +1.9% | 3,336,522 | $167.3M |
| Mariner, LLC | 0.25% | Add +18.8% | 2,998,344 | $150.3M |
| HighTower Advisors, LLC | 0.19% | Add +41.7% | 2,777,472 | $139.2M |
| Osaic Holdings, Inc. | 0.29% | Add +40.1% | 3,131,003 | $131.3M |
| Orgel Wealth Management, LLC | 3.34% | Add +2.5% | 2,550,303 | $127.8M |
| PNC Financial Services Group, Inc. | 0.09% | Add +6.5% | 2,536,729 | $127.2M |
| Members Trust Co | 4.23% | Add +0.4% | 2,446,995 | $122.7M |
| SCS Capital Management LLC | 2.44% | Reduce -5.0% | 2,362,293 | $118.4M |
| D. E. Shaw & Co. | 0.13% | Add +8203.3% | 2,228,600 | $111.7M |
| Prime Capital Investment Advisors, LLC | 1.44% | Add +5.3% | 1,975,205 | $99.0M |
| GeoWealth Management, LLC | 3.17% | Add +10.3% | 1,935,172 | $97.0M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +28.2% | 1,930,517 | $96.8M |
| Baird Financial Group, Inc. | 0.16% | Reduce -0.2% | 1,677,338 | $84.1M |
| Meeder Advisory Services, Inc. | 5.21% | Add +10.0% | 1,666,364 | $83.5M |
| OneDigital Investment Advisors LLC | 0.94% | Add +15.7% | 1,618,847 | $81.2M |
| Sequoia Financial Advisors, LLC | 0.74% | Add +0.8% | 1,535,947 | $77.0M |
| Royal Bank of Canada | 0.02% | Reduce -5.3% | 1,476,618 | $74.0M |
| Sanctuary Advisors, LLC | 0.46% | Add +5.1% | 1,434,168 | $72.0M |
| Lutz Financial Services LLC | 5.68% | Add +4.5% | 1,400,550 | $70.2M |
| Bleakley Financial Group, LLC | 2.08% | Reduce -4.8% | 1,375,500 | $69.0M |
| Full Sail Capital, LLC | 4.33% | Add +9.1% | 1,356,804 | $68.0M |
| Topsail Wealth Management, LLC | 13.83% | — | 1,290,927 | $64.7M |
| Baker Boyer National Bank | 21.86% | Add +2.4% | 1,262,039 | $63.3M |
| Savant Capital, LLC | 0.49% | Add +12.4% | 1,246,122 | $62.5M |
| Crestwood Advisors Group, LLC | 1.17% | Add +4.2% | 1,242,570 | $62.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +4.2% | 1,238,124 | $62.1M |
| Stifel Financial Corp. | 0.06% | Reduce -4.5% | 1,228,449 | $61.6M |
| Ackerman Capital Advisors, LLC | 16.02% | Add +0.2% | 1,218,742 | $61.1M |
| Wedmont Private Capital | 3.19% | Add +14.5% | 1,215,658 | $60.4M |
| Bank of New York Mellon Corp | 0.01% | Add +7.3% | 1,199,257 | $60.1M |
| Waldron Private Wealth LLC | 2.37% | Add +1.2% | 1,174,659 | $58.9M |
| MML Investors Services, LLC | 0.19% | Add +6.8% | 1,121,087 | $56.2M |
| Thompson Siegel & Walmsley LLC | 0.84% | Add +7.5% | 1,074,230 | $53.9M |
| Avidian Wealth Enterprises, LLC | 2.38% | Add +0.4% | 1,056,831 | $53.0M |
| Cetera Investment Advisers | 0.11% | Reduce -2.6% | 1,021,417 | $51.2M |
| West Financial Advisors, LLC | 9.69% | Add +3.6% | 1,002,462 | $50.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.3% | 993,109 | $49.8M |
| Regions Financial Corp. | 0.36% | Reduce -4.8% | 976,082 | $48.9M |
| Mather Group, Llc. | 0.63% | Add +2.5% | 962,724 | $48.3M |
| Integrated Wealth Concepts LLC | 0.55% | Add +17.9% | 945,746 | $47.4M |
| Sagespring Wealth Partners, LLC | 1.14% | — | 863,953 | $43.3M |
| Beaird Harris Wealth Management, LLC | 3.73% | Reduce -9.2% | 862,263 | $43.2M |
| Truist Financial Corp. | 0.07% | Add +42.5% | 838,048 | $42.0M |
| Sunflower Bank, N.A. | 11.31% | Reduce -1.8% | 811,864 | $40.7M |
| EP Wealth Advisors, LLC | 0.33% | Add +4.4% | 806,374 | $40.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -1.4% | 797,994 | $40.0M |
| Foster Group, Inc. | 1.50% | Reduce -4.8% | 786,209 | $39.4M |
| JFS Wealth Advisors, LLC | 2.68% | Reduce -1.7% | 783,483 | $39.3M |
| Kestra Investment Management, LLC | 1.51% | Add +8.8% | 767,016 | $38.5M |
| M&T Bank Corp | 0.13% | Add +8.3% | 761,525 | $38.2M |
| BSW Wealth Partners | 5.58% | Reduce -2.9% | 758,765 | $38.0M |
| Willow Creek Wealth Management Inc. | 3.85% | Add +13.9% | 753,987 | $37.8M |
| Heritage Investment Group, Inc. | 6.91% | Add +0.2% | 738,083 | $37.0M |
| Callan Capital, LLC | 2.64% | Reduce -12.2% | 720,590 | $36.1M |
| GenTrust, LLC | 1.55% | Add +1.3% | 712,413 | $35.7M |
| Wealthspire Advisors, LLC | 0.35% | Reduce -5.7% | 704,877 | $35.3M |
| Merriman Wealth Management, LLC | 1.47% | Reduce -0.5% | 704,250 | $35.3M |
| HBK Sorce Advisory LLC | 1.03% | Add +37.4% | 677,785 | $34.0M |
| Modera Wealth Management, LLC | 0.41% | Add +3.5% | 677,339 | $34.0M |
| Waverly Advisors, LLC | 0.52% | Add +1078.3% | 673,996 | $33.8M |
| Passive Capital Management, LLC. | 11.55% | Reduce -3.9% | 654,869 | $32.8M |
| Allworth Financial LP | 0.18% | Add +15.4% | 649,434 | $32.5M |
| Bedel Financial Consulting, Inc. | 4.48% | Add +2.8% | 639,565 | $32.2M |
| Allen Investment Management, LLC | 0.37% | No change | 639,311 | $32.0M |
| One Capital Management, LLC | 1.03% | Reduce -11.3% | 621,774 | $31.2M |
| Astoria Strategic Wealth, Inc. | 8.60% | Reduce -12.4% | 576,796 | $28.9M |
| Koss-Olinger Consulting, LLC | 2.53% | Reduce -14.3% | 575,241 | $28.8M |
| Pinnacle Financial Partners Inc | 0.58% | Add +3.1% | 564,824 | $28.8M |
| Cwm, LLC | 0.12% | Reduce -6.5% | 559,495 | $28.0M |
| Facet Wealth, Inc. | 0.74% | Add +36.6% | 553,994 | $27.8M |
| One Wealth Advisors, LLC | 4.03% | Add +16.4% | 541,897 | $27.2M |
| Bragg Financial Advisors, Inc | 1.10% | Add +5.4% | 540,612 | $27.1M |
| Brown Advisory Inc. | 0.03% | Add +114.4% | 537,745 | $27.0M |
| Manning & Napier Advisors LLC | 0.31% | Add +9.7% | 536,027 | $26.9M |
| Nicolet Advisory Services, LLC | 2.46% | Reduce -2.0% | 538,402 | $26.8M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +1.5% | 525,711 | $26.4M |
| BIP Alliance, LLC | 11.05% | — | 521,175 | $26.1M |
| Salomon & Ludwin, LLC | 2.74% | Add +3.3% | 516,670 | $25.9M |
| Bank of Hawaii | 1.42% | Add +3.1% | 511,711 | $25.7M |
| Renaissance Technologies | 0.04% | Reduce -43.1% | 494,200 | $24.8M |
| Fort Point Capital Partners LLC | 2.76% | Add +24.0% | 490,829 | $24.6M |
| Cullen/Frost Bankers, Inc. | 0.32% | Add +29.8% | 470,485 | $23.6M |
| Jordan Park Group LLC | 1.72% | New | 464,541 | $23.3M |
| CX Institutional | 0.92% | Add +22.9% | 463,676 | $23.2M |
| New York Life Investment Management LLC | 0.23% | Reduce -2.3% | 462,688 | $23.2M |
| Hilltop Wealth Advisors, LLC | 11.46% | Add +7.9% | 452,170 | $22.7M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +18.3% | 448,459 | $22.5M |
| Orion Portfolio Solutions, LLC | 0.22% | Add +18.3% | 448,459 | $22.5M |
| Resonant Capital Advisors, LLC | 1.63% | Add +11.7% | 446,757 | $22.4M |
| a16z Perennial Management, L.P. | 2.54% | No change | 435,683 | $21.8M |
| Luminvest Wealth Management LLC | 8.81% | Add +16.8% | 435,437 | $21.8M |
| NewEdge Advisors, LLC | 0.13% | Add +1.2% | 435,270 | $21.8M |
| San Luis Wealth Advisors LLC | 4.12% | Reduce -7.8% | 434,509 | $21.8M |
| Legacy Edge Advisors, LLC | 3.34% | Add +10.2% | 419,265 | $21.0M |
| Quotient Wealth Partners, LLC | 0.66% | Add +8.1% | 405,061 | $20.3M |
| Enclave Advisors LLC | 3.29% | Add +21.8% | 398,804 | $20.0M |
| Pathstone Holdings, LLC | 0.09% | Add +52.6% | 384,299 | $19.3M |
| Heartwood Wealth Advisors LLC | 2.09% | Add +1.0% | 369,850 | $18.5M |
| Aspire Private Capital, LLC | 4.56% | Add +4.9% | 367,065 | $18.4M |
| McKinley Carter Wealth Services, Inc. | 1.12% | Reduce -5.9% | 364,675 | $18.3M |
| Lido Advisors, LLC | 0.11% | Reduce -2.4% | 358,294 | $18.0M |
| Empower Advisory Group, LLC | 0.06% | Add +13.1% | 355,174 | $17.8M |
| First Horizon Advisors, Inc. | 0.50% | Reduce -0.7% | 352,795 | $17.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +26.8% | 347,749 | $17.4M |
| Davidson Investment Advisors | 0.84% | Add +14.1% | 345,603 | $17.3M |
| Goodman Advisory Group, LLC | 5.09% | Add +5.4% | 344,108 | $17.3M |
| Moller Wealth Partners | 4.42% | Add +7.8% | 335,546 | $16.8M |
| Hengehold Capital Management LLC | 1.52% | Reduce -0.7% | 322,675 | $16.2M |
| Unison Advisors LLC | 1.92% | Reduce -1.2% | 322,491 | $16.2M |
| Atmos Advisory, LLC | 11.03% | Add +2.0% | 316,979 | $15.9M |
| Stairway Partners, LLC | 1.00% | Reduce -1.6% | 316,457 | $15.9M |
| Blue Chip Partners, LLC | 1.36% | Reduce -9.1% | 315,822 | $15.8M |
| Brookstone Capital Management | 0.23% | Add +1.9% | 313,588 | $15.7M |
| Eagle Ridge Investment Management | 1.37% | Reduce -2.1% | 312,511 | $15.7M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.5M |
| Baron Silver Stevens Financial Advisors, LLC | 2.63% | Add +0.7% | 308,570 | $15.5M |
| Stonebridge Financial Group, LLC | 1.67% | — | 303,052 | $15.2M |
| Foster Victor Wealth Advisors, LLC | 1.16% | Add +2.8% | 303,732 | $15.2M |
| Cahaba Wealth Management, Inc. | 1.25% | Add +0.2% | 302,453 | $15.2M |
| Mb, Levis & Associates, LLC | 7.58% | Add +1.8% | 301,865 | $15.1M |
| ABLE Financial Group, LLC | 4.46% | Add +12.3% | 300,967 | $15.1M |
| Apella Capital, LLC | 0.58% | Reduce -0.5% | 300,051 | $15.0M |
| Captrust Financial Advisors | 0.04% | Add +1.3% | 298,489 | $15.0M |
| Towneley Capital Management, Inc / DE | 3.52% | Add +151.4% | 295,540 | $14.8M |
| Colony Family Offices, LLC | 4.62% | Add +17.6% | 293,463 | $14.7M |
| Deutsche Bank AG | 0.01% | Reduce -5.5% | 291,597 | $14.6M |
| Private Portfolio Partners LLC | 2.68% | Add +12.5% | 291,128 | $14.6M |
| Physician Wealth Solutions Inc. | 7.24% | Add +3.1% | 288,306 | $14.5M |
| Old National Bancorp | 0.34% | Add +10.3% | 282,761 | $14.2M |
| Newton One Investments LLC | 5.45% | Add +5.5% | 282,210 | $14.1M |
| Frisco Financial Planning LLC | 13.95% | — | 281,670 | $14.1M |
| UMB Bank, n.a. | 0.22% | Add +191.4% | 279,653 | $14.0M |
| Grove Bank & Trust | 1.94% | Add +3.4% | 278,777 | $14.0M |
| Roth Financial Partners LLC | 5.53% | Add +1.1% | 277,207 | $13.9M |
| Summit Financial, LLC | 0.48% | Add +7.6% | 275,835 | $13.8M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -17.0% | 273,499 | $13.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +10.4% | 272,901 | $13.7M |
| Brooklyn FI, LLC | 4.53% | Add +8.0% | 271,643 | $13.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.13% | Reduce -16.5% | 270,968 | $13.6M |
| Evanson Asset Management, LLC | 0.93% | Add +9.4% | 270,474 | $13.6M |
| Foster & Motley Inc. | 0.87% | Add +9.4% | 265,416 | $13.3M |
| Divergent Planning, LLC | 4.50% | Add +2.8% | 264,959 | $13.2M |
| Perigon Wealth Management, LLC | 0.32% | Add +3.6% | 260,988 | $13.0M |
| Cardiff Park Advisors, LLC | 1.23% | Add +2.2% | 258,195 | $12.9M |
| Anderson Hoagland & Co. | 1.31% | Add +12.4% | 255,970 | $12.8M |
| Clearstead Advisors, LLC | 0.19% | Add +31.0% | 244,535 | $12.3M |
| Private Advisor Group, LLC | 0.07% | Add +7.9% | 241,964 | $12.1M |
| Silver Oak Advisory Group, Inc. | 6.34% | Add +0.1% | 239,067 | $12.0M |
| Citadel Advisors | 0.01% | Reduce -11.5% | 237,625 | $11.9M |
| Verus Financial Partners, Inc. | 1.33% | Add +3.4% | 237,545 | $11.8M |
| Single Point Partners, LLC | 2.72% | New | 235,468 | $11.8M |
| PDS Planning, Inc | 1.04% | Add +7.7% | 233,195 | $11.7M |
| Focus Partners Wealth | 0.03% | Add +17.0% | 231,104 | $11.6M |
| Elm Partners Management LLC | 0.79% | Reduce -20.6% | 229,571 | $11.5M |
| Comerica Bank | 0.05% | Add +6.0% | 228,318 | $11.4M |
| Smithfield Trust Co | 0.57% | Add +9.2% | 227,276 | $11.4M |
| &partners | 0.13% | Add +124.2% | 224,027 | $11.2M |
| Clark Asset Management, LLC | 2.09% | Add +11.7% | 222,950 | $11.2M |
| Joel Adams & Associates, Inc. | 10.10% | — | 221,743 | $11.1M |
| HT Partners LLC | 3.76% | New | 220,376 | $11.0M |
| Stewardship Advisors, LLC | 3.03% | Add +4.4% | 217,936 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -31.1% | 213,750 | $10.7M |
| Tenret Co LLC | 6.66% | No change | 210,999 | $10.6M |
| Tilson Financial Group, Inc. | 4.31% | Add +57.3% | 210,846 | $10.6M |
| Spirepoint Private Client, LLC | 1.32% | Add +35.0% | 209,569 | $10.5M |
| Seneca Financial Advisors LLC | 5.20% | Add +1.3% | 209,079 | $10.5M |
| Partners in Financial Planning | 2.14% | Reduce -5.8% | 208,982 | $10.5M |
| Roberts Glore & Co. Inc. | 3.06% | Reduce -5.7% | 205,793 | $10.3M |
| Coastline Trust Co | 1.20% | Add +11.3% | 205,194 | $10.3M |
| Compound Planning, Inc. | 0.52% | Add +37.2% | 204,136 | $10.2M |
| EnRich Financial Partners LLC | 3.41% | Add +12.1% | 204,030 | $10.2M |
| CGN Advisors LLC | 0.99% | Add +25.3% | 203,050 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.6% | 201,777 | $10.1M |
| Fiduciary Trust Co | 0.13% | Add +7.0% | 200,120 | $10.0M |
| Winthrop Advisory Group LLC | 1.20% | Reduce -87.7% | 19,978 | $10.0M |
| Keebeck Wealth Management | 1.42% | Add +2.7% | 196,478 | $9.8M |
| Texas Capital Bank Wealth Management Services Inc | 1.00% | Reduce -11.3% | 195,848 | $9.8M |
| Aptus Capital Advisors, LLC | 0.12% | Add +49.2% | 193,746 | $9.7M |
| Natixis Advisors, LLC | 0.02% | Add +2.4% | 192,123 | $9.6M |
| Atria Investments, Inc | 0.12% | Reduce -20.0% | 191,648 | $9.6M |
| Level Wealth Management LLC | 6.78% | — | 191,520 | $9.6M |
| Firestone Capital Management | 2.37% | Reduce -5.6% | 190,264 | $9.5M |
| 1900 Wealth Management LLC | 0.79% | Add +1.6% | 188,280 | $9.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +18.4% | 184,516 | $9.2M |
| Jacobson & Schmitt Advisors, LLC | 1.78% | Add +13.8% | 184,147 | $9.2M |
| 25 LLC | 3.90% | Reduce -1.5% | 183,607 | $9.2M |
| Blume Capital Management, Inc. | 2.05% | Reduce -11.2% | 182,145 | $9.1M |
| Rockwood Wealth Management, LLC | 0.98% | Reduce -74.7% | 181,849 | $9.1M |
| Avantax Planning Partners, Inc. | 0.32% | Reduce -1.8% | 178,929 | $9.0M |
| Corrigan Financial, Inc. | 2.05% | Add +0.3% | 178,718 | $9.0M |
| L2 Asset Management, LLC | 1.95% | New | 178,364 | $8.9M |
| RTD Financial Advisors, Inc. | 1.13% | Reduce -1.7% | 176,087 | $8.8M |
| Valeo Financial Advisors, LLC | 0.24% | Add +14.1% | 174,282 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +41.8% | 173,408 | $8.7M |
| Keybank National Association | 0.03% | Add +226.8% | 173,024 | $8.7M |
| RFG Advisory, LLC | 0.24% | Add +4.8% | 172,742 | $8.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +17.4% | 172,622 | $8.7M |
| Mallini Complete Financial Planning LLC | 14.48% | — | 171,017 | $8.6M |
| Capstone Capital LLC | 7.01% | Add +3.4% | 170,991 | $8.6M |
| Valmark Advisers, Inc. | 0.13% | Add +7.0% | 168,999 | $8.5M |
| Ami Investment Management Inc. | 2.74% | Add +1.5% | 168,031 | $8.4M |
| XML Financial, LLC | 0.77% | Add +7.1% | 167,775 | $8.4M |
| Strategic Blueprint, LLC | 0.50% | Reduce -5.2% | 166,745 | $8.4M |
| Soltis Investment Advisors LLC | 0.76% | Reduce -0.6% | 164,010 | $8.2M |
| Glassman Wealth Services | 1.36% | Add +7.5% | 161,653 | $8.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.18% | Reduce -9.0% | 160,061 | $8.0M |
| Altiora Financial Group, LLC | 1.73% | Add +0.2% | 158,943 | $8.0M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +7.2% | 154,715 | $7.8M |
| Summit Wealth Group, LLC | 2.24% | Add +90.6% | 154,084 | $7.7M |
| Newman Dignan & Sheerar, Inc. | 1.96% | Add +4.5% | 152,718 | $7.7M |
| CoreCap Advisors, LLC | 0.35% | Add +16.8% | 152,479 | $7.6M |
| ONE Advisory Partners, LLC | 3.38% | Add +2.7% | 151,725 | $7.6M |
| Dorsey & Whitney Trust CO LLC | 0.42% | Add +26.3% | 150,251 | $7.5M |
| TD Private Client Wealth LLC | 0.21% | Reduce -0.5% | 149,600 | $7.5M |
| ForthRight Wealth Management, LLC | 2.48% | Add +3.3% | 148,655 | $7.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -10.4% | 147,012 | $7.4M |
| Riversedge Advisors, LLC | 1.66% | Reduce -1.1% | 146,599 | $7.3M |
| Morningstar Investment Services LLC | 0.66% | Reduce -89.1% | 145,666 | $7.3M |
| Balanced Rock Investment Advisors LLC | 5.78% | Add +12.9% | 145,613 | $7.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +10.5% | 142,147 | $7.1M |
| Hurlow Wealth Management Group, Inc. | 2.22% | Add +5.2% | 141,605 | $7.1M |
| Cascade Financial Partners, LLC | 0.92% | Reduce -0.5% | 140,129 | $7.0M |
| Nwam LLC | 0.43% | Add +19.6% | 139,995 | $7.0M |
| Executive Wealth Management, LLC | 0.54% | Add +5.0% | 138,713 | $7.0M |
| Websterrogers Financial Advisors, LLC | 2.41% | Add +15.3% | 138,597 | $6.9M |
| Beacon Wealthcare LLC | 2.81% | Add +7.8% | 137,957 | $6.9M |
| Citigroup Inc. | 0.01% | Add +50.9% | 137,514 | $6.9M |
| SigFig Wealth Management, LLC | 0.25% | Add +5.3% | 136,967 | $6.9M |
| Fairview Capital Investment Management, LLC | 0.35% | Add +219.2% | 136,600 | $6.8M |
| Mason & Associates, LLC | 2.04% | Reduce -24.1% | 136,085 | $6.8M |
| Merit Financial Group, LLC | 0.12% | Add +8.1% | 135,552 | $6.8M |
| Integrated Advisors Network LLC | 0.33% | Reduce -3.3% | 135,536 | $6.8M |
| Forum Financial Management, LP | 0.11% | Add +1141.1% | 132,575 | $6.6M |
| PFG Advisors | 0.40% | Add +1.1% | 129,827 | $6.5M |
| Stokes Family Office, LLC | 0.69% | Add +66.8% | 128,743 | $6.5M |
| Ocean Park Asset Management, LLC | 0.22% | Reduce -23.8% | 126,600 | $6.3M |
| Aprio Wealth Management, LLC | 0.92% | Add +15.1% | 126,446 | $6.3M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +19.4% | 125,174 | $6.3M |
| Schiavi & Co LLC | 2.44% | Add +0.3% | 124,669 | $6.2M |
| Vishria Bird Financial Group, LLC | 2.17% | Reduce -0.6% | 123,634 | $6.2M |
| JNBA Financial Advisors | 0.63% | Reduce -8.6% | 123,196 | $6.2M |
| Bristlecone Advisors, LLC | 0.48% | Reduce -1.5% | 122,110 | $6.1M |
| Hunter Associates Investment Management LLC | 0.93% | Add +11.0% | 121,432 | $6.1M |
| Cooper/Haims Advisors, LLC | 3.45% | Reduce -0.6% | 121,303 | $6.1M |
| Alaethes Wealth, LLC | 2.16% | Reduce -5.4% | 120,482 | $6.0M |
| McAdam, LLC | 0.33% | Reduce -1.0% | 120,471 | $6.0M |
| Capital Investment Services of America, Inc. | 0.57% | Reduce -3.5% | 119,380 | $6.0M |
| Principal Securities, Inc. | 0.13% | Add +2.8% | 119,105 | $6.0M |
| Townsquare Capital LLC | 0.07% | Add +22.4% | 118,869 | $6.0M |
| Values Added Financial LLC | 3.44% | Reduce -7.7% | 118,716 | $6.0M |
| Genesis Private Wealth, LLC | 3.26% | — | 117,969 | $5.9M |
| Axxcess Wealth Management, LLC | 0.15% | Add +1.1% | 117,930 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +9.7% | 117,689 | $5.9M |
| Farther Finance Advisors, LLC | 0.21% | Add +58.1% | 114,967 | $5.8M |
| Brandywine Oak Private Wealth LLC | 0.55% | Reduce -4.6% | 112,660 | $5.6M |
| Stage Harbor Financial, LLC | 4.90% | No change | 112,333 | $5.6M |
| Nisa Investment Advisors, LLC | 0.02% | New | 112,115 | $5.6M |
| Paragon Capital Management Ltd | 1.13% | Add +1.5% | 112,083 | $5.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.04% | Add +178.8% | 110,781 | $5.6M |
| UNIVEST FINANCIAL Corp | 0.35% | Add +85.1% | 110,602 | $5.5M |
| Liberty Capital Management, Inc. | 1.23% | Add +2.4% | 110,515 | $5.5M |
| McNamara Financial Services, Inc. | 1.29% | Reduce -2.0% | 109,259 | $5.5M |
| Dynasty Wealth Management, LLC | 0.09% | Add +8.0% | 109,139 | $5.5M |
| Trinity Financial Advisors LLC | 2.07% | Add +24.9% | 108,424 | $5.4M |
| Fidelis Capital Partners, LLC | 0.54% | Add +176.7% | 108,193 | $5.4M |
| American Financial & Tax Strategies Inc. | 2.80% | Add +2.8% | 107,663 | $5.4M |
| Kingsview Wealth Management, LLC | 0.10% | Add +44.5% | 106,028 | $5.3M |
| Vise Technologies, Inc. | 0.44% | Add +16.2% | 105,835 | $5.3M |
| Strive Asset Management, LLC | 3.97% | — | 105,779 | $5.3M |
| Invst, LLC | 0.64% | Reduce -1.5% | 105,728 | $5.3M |
| Equitable Holdings, Inc. | 0.05% | Reduce -16.0% | 104,553 | $5.2M |
| Stonebridge Capital Advisors LLC | 0.42% | Reduce -0.8% | 103,920 | $5.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Reduce -8.1% | 102,800 | $5.2M |
| Equita Financial Network, Inc. | 1.86% | Add +5.1% | 102,754 | $5.2M |
| Independent Advisor Alliance | 0.07% | New | 102,562 | $5.1M |
| Dravo Bay LLC | 2.49% | Reduce -0.8% | 102,350 | $5.1M |
| Chesley Taft & Associates LLC | 0.24% | Add +27.9% | 102,155 | $5.1M |
| Prairieview Wealth Partners, LLC | 5.53% | Add +4.6% | 102,071 | $5.1M |
| Hart & Patterson Financial Group LLC | 2.48% | Add +0.0% | 101,724 | $5.1M |
| Park Avenue Securities LLC | 0.05% | Add +8.8% | 100,996 | $5.1M |
| Mayflower Financial Advisors, LLC | 0.75% | Add +5.1% | 100,678 | $5.0M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -2.4% | 100,240 | $5.0M |
| CW Advisors, LLC | 0.07% | Add +0.6% | 100,211 | $5.0M |
| Pure Portfolios Holdings LLC | 1.86% | Add +30.6% | 99,952 | $5.0M |
| Capstone Financial Advisors, Inc. | 0.31% | Add +1.7% | 99,785 | $5.0M |
| Element Pointe Advisors, LLC | 1.17% | Reduce -3.8% | 99,395 | $5.0M |
| Manuka Financial, LLC | 3.35% | — | 98,999 | $5.0M |
| Traction Financial Partners, LLC | 3.85% | Reduce -0.3% | 98,939 | $5.0M |
| Benchmark Wealth Management, LLC | 2.42% | Reduce -1.0% | 98,152 | $4.9M |
| Eagle Rock Investment Company, LLC | 0.81% | Add +3.1% | 96,815 | $4.9M |
| Alliancebernstein L.P. | 0.00% | New | 96,744 | $4.8M |
| IFP Advisors, Inc | 0.16% | Add +2.7% | 96,183 | $4.8M |
| Yeomans Consulting Group, Inc. | 1.80% | Add +6.1% | 95,824 | $4.8M |
| Bailard, Inc. | 0.12% | Reduce -43.7% | 95,764 | $4.8M |
| Bowman & Co S.C. | 2.49% | Reduce -27.6% | 95,461 | $4.8M |
| Retirement Investment Advisors, Inc. | 0.50% | Add +2.9% | 95,421 | $4.8M |
| Burt Wealth Advisors | 1.21% | Add +3.8% | 95,168 | $4.8M |
| High Falls Advisors, Inc | 1.10% | Add +38.3% | 94,891 | $4.8M |
| Meridian Wealth Partners, LLC | 0.72% | Reduce -5.3% | 94,648 | $4.7M |
| Patriot Investment Management Group, Inc. | 0.35% | Reduce -12.1% | 94,398 | $4.7M |
| MAI Capital Management | 0.04% | New | 94,202 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.82% | Add +0.3% | 94,118 | $4.7M |
| Simon Quick Advisors, LLC | 0.28% | Reduce -2.1% | 93,989 | $4.7M |
| Aveo Capital Partners, LLC | 0.51% | Reduce -10.3% | 93,613 | $4.7M |
| Vermillion Wealth Management, Inc. | 2.38% | — | 92,853 | $4.7M |
| Compass Advisory Group LLC | 1.66% | Add +54.3% | 92,630 | $4.6M |
| Graves Light Lenhart Wealth, Inc. | 0.57% | Add +2.2% | 91,700 | $4.6M |
| WealthCollab, LLC | 2.94% | Add +13.3% | 91,463 | $4.6M |
| Opal Wealth Advisors, LLC | 1.36% | Reduce -0.4% | 90,359 | $4.5M |
| Benjamin Edwards Inc. | 0.06% | Add +15.0% | 90,316 | $4.5M |
| Brown Wealth Management, LLC | 1.59% | Add +19.5% | 89,289 | $4.5M |
| Westover Capital Advisors, LLC | 0.97% | Reduce -47.9% | 87,729 | $4.4M |
| SageView Advisory Group, LLC | 0.19% | Add +13.1% | 87,493 | $4.4M |
| Hanson & Doremus Investment Management | 0.68% | Reduce -17.4% | 87,298 | $4.4M |
| Proquility Private Wealth Partners, LLC | 1.40% | Add +352.0% | 86,432 | $4.3M |
| Kelman-Lazarov, Inc. | 0.77% | Reduce -8.8% | 85,711 | $4.3M |
| Vested Financial Planning, LLC | 4.05% | — | 85,262 | $4.3M |
| Financial Life Advisors | 1.60% | Add +1.1% | 85,201 | $4.3M |
| Moneywise, Inc. | 2.14% | Reduce -25.6% | 84,961 | $4.3M |
| TAGStone Capital, Inc. | 2.09% | Reduce -4.0% | 84,861 | $4.3M |
| Per Stirling Capital Management, LLC. | 0.60% | Reduce -26.6% | 83,888 | $4.2M |
| VSM Wealth Advisory, LLC | 1.50% | — | 83,828 | $4.2M |
| TD Capital Management LLC | 0.43% | Reduce -15.3% | 83,694 | $4.2M |
| Sepio Capital, LP | 0.33% | Reduce -7.8% | 83,246 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.58% | Add +27.7% | 83,230 | $4.2M |
| Financial Guidance Group, Inc. | 2.23% | Reduce -7.4% | 81,358 | $4.1M |
| Cherry Tree Wealth Management, LLC | 0.99% | Add +5.7% | 80,052 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +2.9% | 79,123 | $4.0M |
| IHT Wealth Management, LLC | 0.13% | Reduce -23.1% | 79,003 | $4.0M |
| McNaughton Wealth Management, LLC | 1.89% | Reduce -2.1% | 78,352 | $3.9M |
| Advyzon Investment Management, LLC | 1.51% | — | 78,003 | $3.9M |
| Gutierrez Wealth Advisory, LLC | 3.23% | — | 78,000 | $3.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.8% | 77,584 | $3.9M |
| Capital Advisors Wealth Management, LLC | 0.69% | Add +26.8% | 77,374 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +2.4% | 76,749 | $3.8M |
| Blair William & Co. | 0.01% | Add +1.0% | 76,670 | $3.8M |
| WBH Advisory Inc. | 0.35% | Add +33.6% | 75,910 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.1% | 75,261 | $3.8M |
| Baker Avenue Asset Management, LP | 0.12% | Add +3.0% | 75,798 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -7.7% | 75,582 | $3.8M |
| Steele Capital Management, Inc. | 0.20% | Add +200.0% | 75,305 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Add +33.0% | 74,946 | $3.8M |
| Global Strategic Investment Solutions, LLC | 0.43% | Add +77.7% | 74,097 | $3.7M |
| Florida Trust Wealth Management Co | 0.12% | Add +36.7% | 74,061 | $3.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +4.6% | 74,032 | $3.7M |
| Fisher Asset Management | 0.00% | Add +56.5% | 73,446 | $3.7M |
| Timonier Family Office, LTD. | 1.87% | — | 72,716 | $3.6M |
| RiverGlades Family Offices LLC | 2.60% | Add +55.5% | 72,697 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +333.4% | 72,482 | $3.6M |
| Shade Tree Advisors LLC | 3.65% | — | 72,151 | $3.6M |
| Assetmark, Inc. | 0.01% | Add +1223.4% | 72,035 | $3.6M |
| Flputnam Investment Management Co. | 0.07% | Reduce -1.2% | 71,854 | $3.6M |
| Insight Wealth Strategies, LLC | 0.48% | Reduce -6.3% | 71,703 | $3.6M |
| K2 Financial Inc. | 3.57% | — | 72,302 | $3.6M |
| Vannoy Advisory Group, Inc. | 2.67% | Add +5.7% | 71,536 | $3.6M |
| Wealth Alliance, LLC | 0.43% | Add +2.1% | 71,407 | $3.6M |
| Sand Hill Global Advisors, LLC | 0.15% | Add +3.6% | 71,318 | $3.6M |
| Tortoise Investment Management, LLC | 0.38% | Add +2.4% | 71,027 | $3.6M |
| Creative Financial Designs Inc. | 0.29% | Add +2.3% | 70,201 | $3.5M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -29.9% | 69,968 | $3.5M |
| Studio Investment Management LLC | 0.74% | Reduce -15.9% | 69,602 | $3.5M |
| Leverty Financial Group, LLC | 1.77% | Add +15.6% | 69,245 | $3.5M |
| Vicus Capital | 0.31% | Add +0.9% | 69,207 | $3.5M |
| Betterment LLC | 0.01% | Add +73.9% | 69,080 | $3.5M |
| Steph & Co. | 1.17% | Reduce -7.7% | 69,048 | $3.5M |
| OLIO Financial Planning | 1.21% | Reduce -7.7% | 68,918 | $3.5M |
| Hassell Wealth Management, LLC | 1.38% | New | 68,343 | $3.4M |
| First American Trust, FSB | 0.34% | Add +8.9% | 68,395 | $3.4M |
| Prestige Wealth Management Group LLC | 0.71% | Add +1.5% | 68,263 | $3.4M |
| Great Waters Wealth Management | 0.44% | Reduce -3.7% | 67,911 | $3.4M |
| Spire Wealth Management | 0.11% | Add +1.9% | 67,845 | $3.4M |
| Legacy PCG, LLC | 2.41% | Add +1.9% | 67,635 | $3.4M |
| C M Bidwell & Associates Ltd. | 2.06% | Add +6.0% | 67,555 | $3.4M |
| Elmwood Wealth Management, Inc. | 1.37% | Add +8.9% | 67,491 | $3.4M |
| TPG Financial Advisors, LLC | 1.47% | No change | 67,477 | $3.4M |
| FourThought Financial Partners, LLC | 0.35% | New | 67,422 | $3.4M |
| RCS Financial Planning, LLC | 1.80% | Add +86.5% | 67,385 | $3.4M |
| Financial Freedom, LLC | 1.78% | Reduce -3.2% | 67,311 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.31% | Add +2.9% | 67,311 | $3.4M |
| Mosaic Advisors LLC | 3.95% | Add +0.6% | 67,056 | $3.4M |
| Grand Wealth Management, LLC | 1.87% | Add +28.9% | 66,896 | $3.4M |
| SP Asset Management LLC | 0.28% | Reduce -25.3% | 66,408 | $3.3M |
| Capital Asset Advisory Services LLC | 0.16% | Add +0.6% | 66,141 | $3.3M |
| Chicago Partners Investment Group LLC | 0.11% | Add +93.4% | 66,459 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +9.9% | 66,042 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -3.9% | 65,950 | $3.3M |
| PrairieView Partners, LLC | 0.34% | Reduce -14.4% | 65,296 | $3.3M |
| Verus Wealth Management, LLC | 3.64% | — | 64,703 | $3.2M |
| GEN Financial Management, INC. | 2.10% | — | 64,518 | $3.2M |
| May Hill Capital, LLC | 1.25% | — | 64,498 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.70% | Add +30.2% | 64,404 | $3.2M |
| Cresset Asset Management, LLC | 0.02% | Add +73.9% | 64,286 | $3.2M |
| American Investment Services, Inc. | 0.57% | Reduce -11.0% | 63,875 | $3.2M |
| Shared Vision Wealth Group LLC | 1.68% | Add +2.9% | 63,510 | $3.2M |
| Apex Wealth Management, LLC | 2.74% | — | 63,427 | $3.2M |
| Hill Island Financial LLC | 0.93% | Add +1061.7% | 63,418 | $3.2M |
| My Legacy Advisors, LLC | 1.23% | Add +10.7% | 63,791 | $3.2M |
| Meridian Wealth Management, LLC | 0.15% | Add +1.6% | 63,249 | $3.2M |
| Sonata Capital Group Inc. | 1.30% | Add +0.1% | 62,830 | $3.1M |
| Sterling Financial Planning, Inc. | 1.15% | Add +22.6% | 62,472 | $3.1M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Reduce -4.5% | 61,943 | $3.1M |
| Marcum Wealth, LLC | 0.27% | Add +6.4% | 61,553 | $3.1M |
| Signaturefd, LLC | 0.06% | Reduce -0.4% | 61,313 | $3.1M |
| Hobbs Group Advisors, LLC | 1.15% | Reduce -3.9% | 61,282 | $3.1M |
| Watershed Private Wealth LLC | 1.20% | Reduce -13.5% | 61,237 | $3.1M |
| Phillips Financial Management, LLC | 0.24% | Reduce -2.5% | 60,876 | $3.1M |
| Hancock Whitney Corp. | 0.10% | Add +1.3% | 60,273 | $3.0M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -0.7% | 59,862 | $3.0M |
| Cambridge Associates LLC /Ma/ | 0.10% | New | 59,172 | $3.0M |
| Mustard Seed Financial, LLC | 2.39% | Add +19.4% | 58,794 | $2.9M |
| Edgestream Partners, L.P. | 0.13% | Reduce -25.8% | 58,706 | $2.9M |
| Motive Wealth Advisors | 1.58% | Reduce -1.9% | 58,534 | $2.9M |
| Detalus Advisors, LLC | 0.97% | Add +8.1% | 58,477 | $2.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -75.3% | 58,441 | $2.9M |
| Fulton Bank, N.A. | 0.11% | Add +59.1% | 58,418 | $2.9M |
| HUB Investment Partners, LLC | 0.12% | Add +41.8% | 58,412 | $2.9M |
| Visionary Wealth Advisors | 0.17% | Add +0.5% | 58,269 | $2.9M |
| Integrity Wealth Solutions LLC | 1.61% | Add +20.2% | 57,277 | $2.9M |
| Rockbridge Investment Management, LCC | 0.37% | Reduce -0.1% | 57,272 | $2.9M |
| Composition Wealth, LLC | 0.06% | Add +9.8% | 57,229 | $2.9M |
| One Degree Advisors Inc | 1.16% | Reduce -43.9% | 57,094 | $2.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0.60% | Add +9.4% | 56,683 | $2.8M |
| Canopy Partners, LLC | 1.08% | Reduce -0.4% | 56,431 | $2.8M |
| HRT Financial LP | 0.01% | Reduce -17.3% | 56,364 | $2.8M |
| Collective Family Office LLC | 0.76% | Add +34.3% | 55,000 | $2.8M |
| Pacific Point Advisors, LLC | 1.67% | — | 54,898 | $2.8M |
| Cannon Financial Strategists, Inc. | 0.47% | Add +14.6% | 54,655 | $2.7M |
| TPG Advisors LLC | 2.14% | Add +28.4% | 54,634 | $2.7M |
| Avid Wealth Partners LLC | 1.94% | Reduce -2.2% | 54,363 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -1.8% | 53,848 | $2.7M |
| Neumann Capital Management, LLC | 0.90% | Add +0.5% | 53,800 | $2.7M |
| Savvy Advisors, Inc. | 0.32% | Add +380.9% | 53,644 | $2.7M |
| Bessemer Group Inc. | 0.00% | No change | 53,568 | $2.7M |
| Cary Street Partners Financial LLC | 0.09% | — | 53,525 | $2.7M |
| Acima Private Wealth, LLC | 0.90% | Add +16.1% | 53,135 | $2.7M |
| Ashton Thomas Securities, LLC | 0.73% | Add +16.8% | 52,755 | $2.6M |
| O'ROURKE & COMPANY, Inc | 1.29% | Reduce -5.3% | 52,412 | $2.6M |
| Chatham Capital Group, Inc. | 0.43% | No change | 52,315 | $2.6M |
| Sunesis Advisors, LLC | 1.58% | Reduce -0.1% | 51,928 | $2.6M |
| FDx Advisors, Inc. | 0.76% | Add +3.6% | 51,862 | $2.6M |
| Allodium Investment Consultants, LLC | 2.17% | — | 51,746 | $2.6M |
| Financial Connections Group, Inc. | 1.25% | No change | 51,686 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +3.0% | 51,679 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +12.1% | 51,536 | $2.6M |
| First Merchants Corp. | 0.10% | Reduce -1.2% | 51,500 | $2.6M |
| Wealthspire Retirement, LLC | 0.20% | Add +0.6% | 50,675 | $2.5M |
| William Mack & Associates, Inc. | 2.64% | — | 50,391 | $2.5M |
| Linscomb Wealth, Inc. | 0.13% | Add +14.4% | 50,261 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +1.5% | 50,097 | $2.5M |
| Hilltop Holdings Inc. | 0.16% | Add +6.0% | 49,418 | $2.5M |
| Rede Wealth, LLC | 0.94% | Add +3.0% | 48,853 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -0.8% | 48,608 | $2.4M |
| Moody National Bank Trust Division | 0.25% | Add +173.9% | 48,371 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.33% | Reduce -57.7% | 48,204 | $2.4M |
| Sellwood Investment Partners LLC | 1.30% | — | 48,064 | $2.4M |
| Brio Consultants, LLC | 0.37% | Add +22.0% | 47,704 | $2.4M |
| Watchman Group, Inc. | 0.62% | Reduce -1.7% | 47,459 | $2.4M |
| Wrenne Financial Planning LLC | 1.35% | Add +5.3% | 47,295 | $2.4M |
| AdvisorNet Financial, Inc | 0.20% | Reduce -6.4% | 46,888 | $2.4M |
| Keudell/Morrison Wealth Management | 0.61% | Reduce -25.7% | 46,838 | $2.3M |
| Breakwater Capital Group | 0.46% | Add +0.4% | 46,182 | $2.3M |
| Country Club Bank | 0.15% | Reduce -10.3% | 46,121 | $2.3M |
| Parallel Advisors, LLC | 0.05% | Add +89.6% | 45,766 | $2.3M |
| Arax Advisory Partners | 0.14% | Add +160.2% | 45,616 | $2.3M |
| FFT Wealth Management LLC | 0.17% | Add +13.6% | 45,589 | $2.3M |
| Glen Eagle Advisors, LLC | 0.38% | Reduce -2.7% | 45,589 | $2.3M |
| Opes Wealth Management LLC | 0.47% | Add +21.4% | 45,519 | $2.3M |
| Washington Trust Advisors, Inc. | 0.19% | Reduce -14.9% | 45,418 | $2.3M |
| Financial Strategies Group, Inc. | 0.54% | Add +4.3% | 45,344 | $2.3M |
| Harbour Investments, Inc. | 0.06% | Reduce -32.1% | 44,403 | $2.2M |
| BTC Capital Management, Inc. | 0.21% | New | 44,151 | $2.2M |
| VestGen Investment Management | 0.60% | Reduce -1.2% | 43,990 | $2.2M |
| Plum Street Advisors, LLC | 1.09% | Add +2.3% | 43,875 | $2.2M |
| Main Street Financial Solutions, LLC | 0.22% | Add +15.5% | 43,718 | $2.2M |
| Busey Bank | 0.07% | Reduce -14.7% | 43,713 | $2.2M |
| Eagle Global Advisors LLC | 0.09% | Add +13.1% | 43,240 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.16% | Reduce -1.1% | 41,877 | $2.1M |
| First Pacific Financial | 0.48% | Add +12.0% | 41,574 | $2.1M |
| High Probability Advisors, LLC | 0.37% | Reduce -44.5% | 41,245 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.34% | No change | 40,792 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.66% | Add +23.7% | 40,704 | $2.0M |
| L.K. Benson & Company, P.C. | 1.43% | — | 40,383 | $2.0M |
| Glassy Mountain Advisors, Inc. | 0.69% | Add +2.8% | 39,942 | $2.0M |
| Sincerus Advisory, LLC | 2.14% | — | 39,888 | $2.0M |
| Commerce Bank | 0.01% | Add +4.2% | 39,789 | $2.0M |
| Beta Wealth Group, Inc. | 0.87% | Add +0.4% | 39,388 | $2.0M |
| BCGM Wealth Management, LLC | 0.62% | Add +36.4% | 39,269 | $2.0M |
| Laurel Wealth Advisors LLC | 0.30% | Add +3.3% | 38,916 | $2.0M |
| Transce3nd, LLC | 0.66% | — | 38,867 | $1.9M |
| GTS Securities LLC | 0.09% | Add +295.7% | 38,861 | $1.9M |
| Financial Counselors Inc. | 0.03% | Add +0.0% | 38,856 | $1.9M |
| SJS Investment Consulting Inc. | 0.34% | Reduce -2.4% | 38,706 | $1.9M |
| Kuhn & Co Investment Counsel | 1.64% | Add +5.5% | 38,439 | $1.9M |
| Mattern Capital Management, LLC | 0.25% | Add +4.3% | 38,078 | $1.9M |
| Meredith Wealth Planning | 0.85% | Reduce -5.0% | 37,933 | $1.9M |
| McIlrath & Eck, LLC | 0.24% | Add +26.1% | 37,914 | $1.9M |
| SwitchPoint Financial Planning, LLC | 1.81% | — | 37,758 | $1.9M |
| Naples Global Advisors, LLC | 0.18% | Add +1.8% | 37,758 | $1.9M |
| Sage Rhino Capital LLC | 0.41% | Add +52.0% | 37,602 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 37,500 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.7% | 37,074 | $1.9M |
| Golden Bell Financial Planning LLC | 1.86% | — | 36,988 | $1.9M |
| Black Diamond Financial, LLC | 0.28% | No change | 36,967 | $1.9M |
| Hilltop Partners LLC | 0.63% | Add +10.5% | 36,874 | $1.8M |
| Note Advisors, LLC | 1.63% | — | 36,750 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +67.8% | 36,651 | $1.8M |
| Wheelhouse Advisory Group LLC | 1.09% | Reduce -8.4% | 36,601 | $1.8M |
| Rialto Wealth Management, LLC | 0.60% | — | 36,370 | $1.8M |
| Middleton & Co. Inc. | 0.20% | No change | 36,300 | $1.8M |
| Emprise Bank | 1.03% | No change | 36,215 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -0.3% | 36,127 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Add +21.9% | 36,119 | $1.8M |
| Highline Wealth Partners LLC | 0.59% | Add +0.3% | 36,118 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.32% | Add +1.4% | 35,801 | $1.8M |
| Twele Capital Management, Inc. | 0.38% | Add +2.9% | 35,715 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Reduce -31.9% | 35,699 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +0.0% | 35,581 | $1.8M |
| AQR Capital Management | 0.00% | Add +58.4% | 35,417 | $1.8M |
| Freestone Capital Holdings, LLC | 0.06% | Add +7.1% | 35,414 | $1.8M |
| Davis Wealth Advisors, LLC | 1.95% | — | 35,384 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.61% | Add +5.5% | 35,237 | $1.8M |
| HHM Wealth Advisors, LLC | 0.24% | Add +16.1% | 35,077 | $1.8M |
| Regimen Wealth, LLC | 0.57% | Add +1.1% | 34,991 | $1.8M |
| Aletheian Wealth Advisors LLC | 1.04% | Reduce -5.2% | 34,976 | $1.8M |
| Journey Beyond Wealth, LLC | 1.64% | — | 34,881 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Add +23.8% | 34,746 | $1.7M |
| Stone Summit Wealth LLC | 0.58% | Reduce -8.2% | 34,650 | $1.7M |
| Modern Wealth Management, LLC | 0.06% | Add +96.5% | 34,515 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +328.6% | 34,450 | $1.7M |
| Everhart Financial Group, Inc. | 0.35% | Reduce -6.1% | 34,206 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.4% | 34,083 | $1.7M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -17.8% | 33,828 | $1.7M |
| Theory Financial LLC | 0.71% | Reduce -1.5% | 33,710 | $1.7M |
| Stark Wealth Management LLC | 1.24% | — | 33,527 | $1.7M |
| Drive Wealth Management, LLC | 0.41% | Add +1.3% | 33,402 | $1.7M |
| Snider Financial Group | 0.52% | Reduce -19.0% | 33,255 | $1.7M |
| Kings Path Partners LLC | 0.71% | Reduce -1.7% | 32,947 | $1.7M |
| Keyvantage Wealth, LLC | 1.18% | — | 32,929 | $1.7M |
| Mason & Associates Inc | 0.39% | Add +3.2% | 32,880 | $1.6M |
| Wealth Alliance Advisory Group, LLC | 0.35% | No change | 32,782 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.47% | — | 32,650 | $1.6M |
| GSG Advisors LLC | 0.52% | Add +0.8% | 32,646 | $1.6M |
| Accredited Investor Services, LLC | 1.30% | — | 32,316 | $1.6M |
| Strategic Investment Solutions, Inc. | 0.54% | Add +21.8% | 31,003 | $1.6M |
| St Germain D J Co. Inc. | 0.07% | Reduce -8.1% | 32,251 | $1.6M |
| Oak Hill Wealth Advisors, LLC | 0.38% | — | 32,094 | $1.6M |
| Almanack Investment Partners, LLC. | 0.25% | Reduce -0.4% | 31,861 | $1.6M |
| Ethos Financial Group, LLC | 0.21% | New | 31,861 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.68% | Add +1.1% | 31,824 | $1.6M |
| Regal Investment Advisors LLC | 0.12% | Reduce -6.6% | 31,711 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | Add +0.7% | 31,684 | $1.6M |
| Whitegate Investment Counselors, Inc. | 0.54% | Reduce -7.7% | 31,640 | $1.6M |
| RFP Financial Group LLC | 0.62% | Add +166.6% | 31,563 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Reduce -8.9% | 31,127 | $1.6M |
| Maia Wealth LLC | 0.33% | Reduce -41.5% | 30,758 | $1.5M |
| Culbertson A N & Co. Inc. | 0.25% | Add +6.9% | 30,800 | $1.5M |
| LifeGoal Investments, LLC | 1.67% | — | 30,714 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 30,638 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -16.3% | 30,609 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +37.9% | 30,577 | $1.5M |
| Boyd Wealth Management, LLC | 0.75% | Add +8.7% | 30,407 | $1.5M |
| Petra Financial Advisors Inc. | 1.03% | No change | 30,105 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.23% | Add +1.1% | 29,983 | $1.5M |
| Souders Financial Advisors | 0.21% | Add +8.4% | 29,980 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -3.0% | 29,939 | $1.5M |
| Sargent Investment Group, LLC | 0.24% | Add +76.0% | 30,162 | $1.5M |
| Glenview Trust Co | 0.03% | Add +84.7% | 29,714 | $1.5M |
| Private Capital Management LLC | 0.30% | Add +141.9% | 29,642 | $1.5M |
| Continuum Advisory, LLC | 0.19% | Reduce -0.8% | 29,607 | $1.5M |
| Core Wealth Advisors, Inc. | 0.49% | Reduce -8.2% | 29,435 | $1.5M |
| Financial Architects, LLC | 0.94% | Add +6.4% | 29,355 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -8.2% | 29,299 | $1.5M |
| Leeward Financial Partners, LLC | 0.52% | Add +4.7% | 29,012 | $1.5M |
| Legacy Financial Advisors, Inc. | 0.24% | Reduce -19.7% | 28,831 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -10.9% | 28,614 | $1.4M |
| FF Advisors,LLC | 0.97% | Add +5.6% | 28,077 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.12% | No change | 28,284 | $1.4M |
| Oak Wealth Advisors LLC | 1.09% | — | 28,219 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.80% | No change | 28,000 | $1.4M |
| Penney Financial, LLC | 0.94% | Add +5.5% | 27,998 | $1.4M |
| Intergy Private Wealth, LLC | 0.52% | Reduce -6.2% | 27,947 | $1.4M |
| Von Berge Wealth Management Group, LLC | 0.85% | Reduce -14.3% | 27,855 | $1.4M |
| James Investment Research, Inc. | 0.17% | Reduce -35.9% | 27,854 | $1.4M |
| Ogorek Anthony Joseph /NY/ | 0.44% | Reduce -22.2% | 27,719 | $1.4M |
| Life Planning Partners, Inc | 1.28% | Reduce -26.7% | 27,687 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Add +4.5% | 27,681 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.46% | Add +10.3% | 27,648 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -12.5% | 27,877 | $1.4M |
| W Advisors, LLC | 0.85% | Reduce -17.1% | 27,503 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -4.9% | 27,424 | $1.4M |
| Perennial Advisors, LLC | 0.30% | — | 27,070 | $1.4M |
| Windward Private Wealth Management Inc. | 0.53% | Add +41.6% | 26,939 | $1.4M |
| Howe & Rusling Inc. | 0.12% | Reduce -2.5% | 26,759 | $1.3M |
| Capital Insight Partners, LLC | 0.23% | Reduce -4.1% | 26,487 | $1.3M |
| Bernardo Wealth Planning LLC | 0.32% | Reduce -1.1% | 26,693 | $1.3M |
| Columbus Macro, LLC | 0.18% | Reduce -1.5% | 26,407 | $1.3M |
| Apexium Financial, LP | 0.08% | Add +17.2% | 26,357 | $1.3M |
| Precedent Wealth Partners, LLC | 0.43% | Add +20.1% | 26,050 | $1.3M |
| Certior Financial Group, LLC | 1.16% | — | 26,037 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +4.7% | 25,615 | $1.3M |
| LJI Wealth Management, LLC | 0.25% | Add +5.0% | 25,580 | $1.3M |
| LVW Advisors, LLC | 0.16% | Reduce -74.9% | 25,446 | $1.3M |
| Heritage Financial Services, LLC | 0.17% | Add +26.3% | 25,363 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.6% | 25,340 | $1.3M |
| Apeiron RIA LLC | 0.35% | Add +53.9% | 24,954 | $1.3M |
| Harbour Investment Management LLC | 0.55% | No change | 24,945 | $1.3M |
| Proffitt & Goodson Inc. | 0.21% | Add +12.8% | 24,695 | $1.2M |
| Centurion Wealth Management LLC | 0.39% | Add +1.1% | 24,687 | $1.2M |
| Magnolia Private Wealth, LLC | 1.10% | — | 24,560 | $1.2M |
| Verisail Partners, LLC | 0.58% | — | 24,544 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.17% | Add +19.8% | 24,250 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.10% | Add +11.9% | 24,226 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | No change | 24,130 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -28.8% | 24,086 | $1.2M |
| Brewster Financial Planning LLC | 0.91% | Add +85.0% | 24,070 | $1.2M |
| Claro Advisors Inc. | 0.16% | Add +10.9% | 24,047 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.59% | Reduce -0.1% | 23,767 | $1.2M |
| Carrera Capital Advisors | 0.28% | Reduce -6.8% | 23,529 | $1.2M |
| TriaGen Wealth Management LLC | 0.39% | No change | 23,301 | $1.2M |
| Catalina Capital Group, LLC | 0.38% | Add +3.5% | 23,090 | $1.2M |
| RiverFront Investment Group, LLC | 0.03% | No change | 23,023 | $1.2M |
| Yardley Wealth Management LLC | 0.56% | Add +300.0% | 22,764 | $1.2M |
| Taylor Hoffman Capital Management LLC | 0.42% | Reduce -2.3% | 22,816 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -10.7% | 22,781 | $1.1M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -2.2% | 22,711 | $1.1M |
| Lakewood Asset Management LLC | 0.78% | Add +6.2% | 22,683 | $1.1M |
| Brucke Financial, Inc. | 0.98% | — | 22,677 | $1.1M |
| FC Advisory LLC | 0.38% | Add +16.2% | 22,659 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +4.9% | 22,631 | $1.1M |
| 1834 Investment Advisors Co. | 0.14% | Add +3.0% | 22,590 | $1.1M |
| Forum Private Client Group LLC | 0.50% | Add +9.5% | 23,249 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -35.3% | 22,428 | $1.1M |
| Northstar Group, Inc. | 0.20% | Reduce -14.2% | 22,342 | $1.1M |
| WPG Advisers, LLC | 1.04% | — | 22,300 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.57% | Add +4.1% | 22,299 | $1.1M |
| Human Investing LLC | 0.20% | Add +7.5% | 22,200 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +37.8% | 22,146 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -1.6% | 21,853 | $1.1M |
| Archford Capital Strategies, LLC | 0.17% | Add +22.3% | 21,960 | $1.1M |
| 4WEALTH Advisors, Inc. | 1.12% | — | 21,777 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.22% | New | 21,667 | $1.1M |
| Olde Wealth Management, LLC | 0.39% | Reduce -0.7% | 21,538 | $1.1M |
| Burney Co./ | 0.04% | Add +24.3% | 21,449 | $1.1M |
| Titan Global Capital Management USA LLC | 0.16% | Add +2.6% | 21,414 | $1.1M |
| Insigneo Advisory Services, LLC | 0.11% | Add +3.0% | 21,264 | $1.1M |
| Simplicity Wealth,LLC | 0.22% | New | 21,001 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -1.1% | 20,966 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +56.1% | 20,948 | $1.1M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -17.8% | 20,776 | $1.0M |
| Presilium Private Wealth, LLC | 0.24% | Reduce -0.4% | 20,774 | $1.0M |
| PFW Advisors LLC | 0.32% | — | 20,717 | $1.0M |
| WealthShield Partners, LLC | 0.15% | Reduce -30.3% | 20,711 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.27% | No change | 20,618 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 20,173 | $1.0M |
| Norden Group LLC | 0.12% | Add +33.9% | 20,553 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +10.9% | 20,500 | $1.0M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -29.4% | 20,471 | $1.0M |
| Boxwood Ventures, Inc. | 1.37% | No change | 20,380 | $1.0M |
| Americana Partners, LLC | 0.04% | Reduce -8.8% | 20,326 | $1.0M |
| Columbia Bank | 0.35% | No change | 20,430 | $1.0M |
| CFO4Life Group, LLC | 0.18% | Add +3.6% | 20,150 | $1.0M |
| Compass Financial Group, INC | 0.19% | Add +27.3% | 20,091 | $1.0M |
| Evolution Advisers, Inc. | 0.55% | No change | 19,969 | $1.0M |
| Hanover Advisors Inc. | 0.42% | Reduce -34.7% | 19,945 | $1000K |
| Strategic Financial Services, Inc. | 0.06% | Add +55.2% | 19,904 | $998K |
| Lokken Investment Group LLC | 0.43% | Add +14.7% | 19,888 | $997K |
| Long Island Wealth Management, Inc. | 0.62% | Reduce -0.2% | 19,880 | $997K |
| High Net Worth Advisory Group LLC | 0.28% | Reduce -12.4% | 19,831 | $994K |
| Shakespeare Wealth Management, LLC | 0.27% | Add +12.9% | 19,674 | $986K |
| Choreo, LLC | 0.01% | Reduce -41.0% | 19,634 | $984K |
| Peregrine Asset Advisers, Inc. | 0.36% | Reduce -34.5% | 19,633 | $984K |
| Headlands Technologies LLC | 0.10% | Add +1188.1% | 19,631 | $984K |
| Wolff Financial Management LLC | 0.27% | Reduce -1.5% | 19,629 | $984K |
| Magnus Financial Group LLC | 0.10% | Add +63.6% | 19,593 | $982K |
| ShoreHaven Wealth Partners, LLC | 0.46% | Add +5.1% | 19,541 | $980K |
| Foundations Investment Advisors, LLC | 0.02% | Add +94.2% | 19,381 | $972K |
| Farrell Financial LLC | 0.69% | Add +0.5% | 19,328 | $969K |
| MIdWestOne Financial Group, Inc. | 0.14% | Add +348.0% | 19,310 | $968K |
| Wetzel Investment Advisors, Inc. | 0.48% | Reduce -1.9% | 19,290 | $967K |
| Eclectic Associates Inc. | 0.28% | Add +5.3% | 19,187 | $962K |
| Lodestar Private Asset Management LLC | 0.12% | Add +2.3% | 19,161 | $961K |
| Lockerman Financial Group, Inc. | 1.63% | Add +1.5% | 19,141 | $960K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -4.5% | 19,044 | $955K |
| Richardson Financial Services Inc. | 0.67% | Reduce -57.9% | 18,920 | $948K |
| Hexagon Capital Partners LLC | 0.17% | Add +2.3% | 18,894 | $947K |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.9% | 18,893 | $947K |
| Wells Financial Advisors INC | 1.29% | Add +214.7% | 18,880 | $946K |
| Cutler Investment Counsel LLC | 0.12% | Add +264.0% | 18,874 | $946K |
| Financial Advocates Investment Management | 0.05% | Add +18.4% | 18,871 | $946K |
| United Advisor Group, LLC | 0.19% | Add +43.3% | 18,807 | $943K |
| Evernest Financial Advisors, LLC | 0.24% | Add +3.5% | 18,758 | $940K |
| PFG Investments, LLC | 0.06% | Add +1.5% | 18,714 | $938K |
| BTG Pactual Asset Management US LLC | 0.12% | Add +29.7% | 18,701 | $931K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.1% | 18,550 | $930K |
| Signal Tree Financial Partners LLC | 1.09% | — | 18,494 | $927K |
| Croban | 0.91% | — | 18,493 | $927K |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 18,422 | $924K |
| Crabel Capital Management, LLC | 2.97% | Reduce -54.2% | 18,224 | $914K |
| Prospect Financial Services LLC | 0.50% | Add +7.5% | 18,105 | $908K |
| Prudential Financial Inc. | 0.00% | Reduce -75.4% | 18,000 | $902K |
| Planning Directions Inc. | 0.52% | Add +1.1% | 17,943 | $899K |
| Wealthgarden F.S. LLC | 0.83% | Reduce -0.2% | 17,772 | $891K |
| Tenon Financial LLC | 0.57% | Add +4.0% | 17,646 | $886K |
| LGL Partners, LLC | 0.13% | Reduce -0.8% | 17,641 | $884K |
| Ieq Capital, LLC | 0.01% | Reduce -13.0% | 17,620 | $883K |
| Lincoln Capital Corp. | 0.36% | Add +1.1% | 17,608 | $883K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +86.1% | 17,579 | $881K |
| Mma Asset Management LLC | 0.38% | Reduce -44.1% | 17,260 | $865K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -12.0% | 17,239 | $864K |
| Wealth Management Resources, Inc. | 0.32% | Add +68.5% | 17,217 | $863K |
| Argent Trust Co | 0.04% | Reduce -29.3% | 17,192 | $862K |
| Kraft Asset Management, LLC | 0.66% | No change | 17,286 | $861K |
| Encompass Wealth Advisors, LLC | 0.34% | No change | 17,020 | $853K |
| Lebenthal Global Advisors, LLC | 0.16% | Reduce -1.9% | 17,018 | $853K |
| Orcam Financial Group | 0.82% | No change | 16,973 | $851K |
| Oakworth Capital, Inc. | 0.06% | Add +438.2% | 16,893 | $847K |
| Lake Street Advisors Group, LLC | 0.04% | Add +65.3% | 16,828 | $844K |
| Southland Equity Partners LLC | 0.20% | No change | 16,809 | $843K |
| LPWM LLC | 0.27% | Add +1.5% | 16,792 | $842K |
| Landaas & Co. /Wi | 0.23% | No change | 16,713 | $838K |
| Optas, LLC | 0.18% | Reduce -14.9% | 16,667 | $836K |
| Wingate Wealth Advisors, Inc. | 0.82% | — | 16,624 | $833K |
| Fairhaven Wealth Management, LLC | 0.26% | Reduce -0.5% | 16,623 | $833K |
| Carolinas Wealth Consulting LLC | 0.16% | Add +6.0% | 16,486 | $826K |
| RDA Financial Network | 0.24% | Add +2.2% | 16,328 | $819K |
| Sage Mountain Advisors LLC | 0.06% | Add +19.2% | 16,216 | $813K |
| Trust Co | 0.09% | Add +7296.8% | 16,199 | $812K |
| Aldebaran Financial Inc. | 0.95% | New | 16,188 | $812K |
| SageOak Financial, LLC | 0.74% | — | 16,191 | $812K |
| Western Wealth Management, LLC | 0.04% | Add +26.1% | 16,188 | $812K |
| Sigma Planning Corp | 0.03% | Add +155.0% | 16,121 | $808K |
| Net Worth Advisory Group | 0.24% | Add +174.9% | 16,036 | $804K |
| Lansing Street Advisors | 0.28% | Add +12.6% | 15,986 | $801K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -16.5% | 15,874 | $794K |
| Advus Financial Partners, LLC | 0.22% | Add +2.7% | 15,820 | $793K |
| Elevate Wealth Advisory, Inc. | 0.59% | Add +1.9% | 15,801 | $792K |
| Barnes Wealth Management Group, Inc | 0.53% | — | 15,793 | $792K |
| IFG Advisory, LLC | 0.04% | Reduce -22.4% | 15,741 | $789K |
| Ade, LLC | 0.48% | No change | 15,739 | $789K |
| Shepherd Kaplan Krochuk, LLC | 0.66% | No change | 15,724 | $788K |
| Towerpoint Wealth, LLC | 0.38% | Reduce -1.0% | 15,670 | $786K |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +24.3% | 15,585 | $781K |
| Bond & Devick Financial Network, Inc. | 0.33% | No change | 15,230 | $779K |
| Oregon Pacific Wealth Management, LLC | 0.76% | — | 15,530 | $779K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +2.8% | 15,526 | $778K |
| Riverview Trust Co | 0.71% | No change | 15,525 | $778K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -0.8% | 15,519 | $778K |
| Cedar Mountain Advisors, LLC | 0.17% | No change | 15,516 | $778K |
| Patron Partners, LLC | 0.41% | Reduce -3.2% | 15,242 | $764K |
| Astoria Portfolio Advisors LLC. | 0.27% | Add +24.9% | 15,402 | $763K |
| Red Tortoise LLC | 0.40% | Add +25.3% | 15,110 | $757K |
| Stevens Capital Partners | 0.34% | Add +19.4% | 14,997 | $752K |
| Cranbrook Wealth Management, LLC | 0.17% | Add +48.3% | 14,991 | $752K |
| Journey Strategic Wealth LLC | 0.03% | Add +3.1% | 14,914 | $748K |
| Janney Capital Management LLC | 0.05% | Reduce -0.8% | 14,902 | $747K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -4.7% | 14,895 | $747K |
| Dahring | Cusmano LLC | 0.67% | — | 14,784 | $741K |
| Private Client Services, LLC | 0.40% | Reduce -10.8% | 14,759 | $740K |
| Kathleen S. Wright Associates Inc. | 0.31% | Add +179.2% | 14,647 | $734K |
| Compass Planning Associates Inc | 0.74% | — | 14,611 | $732K |
| Hills Bank & Trust Co | 0.06% | Add +57.5% | 14,611 | $732K |
| HB Wealth Management, LLC | 0.01% | Reduce -6.4% | 14,563 | $730K |
| LPF Advisors LLC | 0.61% | No change | 14,531 | $728K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.31% | — | 14,509 | $727K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -1.1% | 14,442 | $724K |
| Scott Capital Advisors, LLC | 0.21% | Add +12.4% | 14,549 | $722K |
| Strategic Equity Management | 0.30% | Reduce -73.9% | 14,387 | $721K |
| First Interstate Bank | 0.04% | No change | 14,355 | $720K |
| Seeds Investor LLC | 0.20% | Reduce -35.7% | 14,293 | $716K |
| EPG Wealth Management LLC | 0.19% | Reduce -21.2% | 14,293 | $716K |
| S.A. Mason LLC | 0.38% | Add +3.6% | 14,270 | $715K |
| W.H. Cornerstone Investments Inc. | 0.48% | Add +87.3% | 14,207 | $712K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +18.5% | 14,156 | $710K |
| Alhambra Investment Management LLC | 0.36% | Add +76.3% | 14,100 | $707K |
| Trust Co. of Vermont | 0.03% | New | 14,080 | $706K |
| Callan Family Office, LLC | 0.04% | New | 14,056 | $705K |
| Eagle Wealth Strategies LLC | 0.51% | Add +0.7% | 14,025 | $703K |
| Allegiance Financial Group Advisory Services LLC | 0.23% | Add +1.4% | 13,884 | $696K |
| Braun-Bostich & Associates Inc. | 0.50% | Reduce -0.8% | 13,857 | $695K |
| FLC Capital Advisors | 0.16% | Add +8.0% | 13,805 | $692K |
| Moser Wealth Advisors, LLC | 0.36% | Reduce -2.1% | 13,800 | $692K |
| BWM Planning, LLC | 0.30% | No change | 13,767 | $690K |
| Icon Wealth Advisors, LLC | 0.06% | Add +1.3% | 13,661 | $685K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -31.1% | 13,621 | $683K |
| Fifth Third Bancorp | 0.00% | Reduce -34.2% | 13,620 | $683K |
| Breakwater Investment Management | 0.29% | No change | 13,614 | $682K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Add +0.8% | 13,594 | $681K |
| Zhang Financial LLC | 0.04% | Add +0.9% | 13,557 | $680K |
| Ascentis Independent Advisors | 0.13% | Reduce -22.7% | 13,493 | $676K |
| Mayport, LLC | 0.20% | Add +1.9% | 13,475 | $676K |
| Blankinship & Foster, LLC | 0.17% | Add +1.1% | 13,400 | $672K |
| BlueChip Wealth Advisors LLC | 0.37% | Add +57.4% | 13,305 | $667K |
| Root Financial Partners, LLC | 0.08% | Add +0.3% | 13,272 | $665K |
| Certified Advisory Corp | 0.07% | Add +32.2% | 13,266 | $665K |
| Capital Investment Advisors, LLC | 0.01% | New | 13,058 | $655K |
| SlateStone Wealth, LLC | 0.06% | Add +0.4% | 12,989 | $651K |
| NewSquare Capital LLC | 0.05% | Reduce -4.3% | 12,950 | $649K |
| Omega Advisors (Leon Cooperman) | 0.02% | No change | 12,876 | $645K |
| Conscious Wealth Investments, LLC | 0.43% | Reduce -20.1% | 12,835 | $641K |
| Narus Financial Partners, LLC | 0.22% | Add +6.7% | 12,750 | $639K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Add +0.7% | 12,734 | $638K |
| Roundview Capital LLC | 0.04% | Reduce -18.0% | 12,663 | $635K |
| Navalign, LLC | 0.18% | Add +3.1% | 12,491 | $626K |
| Procyon Advisors, LLC | 0.04% | Reduce -19.2% | 12,481 | $626K |
| Leo Wealth, LLC | 0.06% | Add +1.0% | 12,475 | $625K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +7.9% | 12,432 | $623K |
| Prospect Financial Group LLC | 0.77% | — | 12,425 | $623K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -7.8% | 12,348 | $619K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 12,326 | $618K |
| Certus Wealth Management, LLC | 0.41% | Reduce -35.9% | 12,290 | $617K |
| CWA Asset Management Group, LLC | 0.03% | Add +113.6% | 12,310 | $617K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -8.9% | 12,248 | $614K |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -4.6% | 12,127 | $608K |
| Keener Financial Planning LLC | 0.36% | Add +6.7% | 12,063 | $604K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Reduce -17.3% | 11,948 | $599K |
| Martin Worley Group | 0.37% | — | 11,781 | $591K |
| GW&K Investment Management, LLC | 0.01% | No change | 11,745 | $589K |
| Clearwater Capital Advisors, LLC | 0.06% | New | 11,724 | $588K |
| Jane Street Group, LLC | 0.00% | Reduce -92.6% | 11,724 | $588K |
| Riggs Capital Management LLC | 0.57% | — | 11,649 | $584K |
| FSA Advisors, Inc. | 0.71% | Reduce -9.5% | 11,582 | $581K |
| Dohj, LLC | 0.13% | Reduce -2.1% | 11,567 | $580K |
| Merkkuri Wealth Advisors LLC | 0.46% | Add +0.9% | 11,558 | $579K |
| OMNI 360 Wealth, Inc. | 0.38% | Add +69.0% | 11,496 | $576K |
| Agate Pass Investment Management, LLC | 0.26% | Reduce -11.0% | 11,477 | $575K |
| Essex Financial Services, Inc. | 0.04% | No change | 11,460 | $574K |
| Bray Capital Advisors | 0.15% | Add +7.6% | 11,279 | $565K |
| Haven Private, LLC | 0.31% | — | 11,200 | $561K |
| LM Advisors LLC | 0.10% | No change | 11,155 | $559K |
| Sfm, LLC | 0.39% | Add +106.1% | 11,140 | $558K |
| Caldwell Trust Co | 0.06% | No change | 11,047 | $554K |
| Veery Capital, LLC | 0.21% | Reduce -12.0% | 11,037 | $553K |
| Creative Capital Management Investments LLC | 0.23% | No change | 10,983 | $551K |
| Envision Financial LLC | 0.44% | — | 10,942 | $549K |
| Goodwin Investment Advisory | 0.29% | Reduce -3.1% | 10,932 | $548K |
| Trinity Wealth Management, LLC | 0.25% | New | 10,917 | $547K |
| Lifeworks Advisors, LLC | 0.10% | Add +13.4% | 10,895 | $546K |
| Fiducient Advisors LLC | 0.07% | Reduce -42.3% | 10,842 | $544K |
| Keystone Wealth Services, LLC | 0.14% | Add +0.9% | 10,835 | $543K |
| SpringVest Wealth Management LLC | 0.46% | — | 10,800 | $541K |
| Holos Integrated Wealth LLC | 0.37% | — | 10,800 | $541K |
| PKS Advisory Services, LLC | 0.14% | — | 10,797 | $541K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +50.4% | 10,781 | $540K |
| Rockland Trust Co. | 0.03% | Add +14.0% | 10,570 | $530K |
| Founders Financial Securities LLC | 0.05% | Add +8.0% | 10,496 | $526K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.6% | 10,470 | $525K |
| Horizon Investments, LLC | 0.02% | Add +8.0% | 10,496 | $525K |
| Peak Retirement Planning, Inc. | 0.35% | — | 10,467 | $525K |
| Curbstone Financial Management Corp | 0.11% | No change | 10,450 | $524K |
| D.A. Davidson & Co. | 0.00% | Add +12.0% | 10,417 | $522K |
| West Michigan Advisors, LLC | 0.16% | Reduce -20.1% | 10,356 | $519K |
| Aspen Wealth Strategies, LLC | 0.33% | Add +0.9% | 10,351 | $519K |
| Grant Street Asset Management, Inc. | 0.13% | New | 10,291 | $516K |
| Hollencrest Capital Management | 0.02% | Reduce -19.4% | 10,279 | $515K |
| AE Wealth Management LLC | 0.00% | Add +6.0% | 10,252 | $514K |
| FSM Wealth Advisors, LLC | 0.13% | Add +0.3% | 10,310 | $514K |
| Silver Coast Investments LLC | 0.19% | Add +2.6% | 10,150 | $509K |
| Advisory Alpha, LLC | 0.02% | Reduce -36.7% | 10,129 | $508K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.7% | 10,117 | $507K |
| Crews Bank & Trust | 0.09% | — | 10,077 | $505K |
| Center for Financial Planning, Inc. | 0.07% | No change | 10,048 | $504K |
| Robinson Smith Wealth Advisors LLC | 0.43% | No change | 10,034 | $503K |
| Transcendent Capital Group LLC | 0.26% | Add +1.0% | 10,012 | $502K |
| JP Wealth Management, Inc. | 0.37% | — | 10,000 | $501K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -0.9% | 9,995 | $501K |
| Nabity-Jensen Investment Management Inc | 0.38% | Reduce -0.6% | 9,963 | $499K |
| Keel Point, LLC | 0.04% | Reduce -0.9% | 9,833 | $493K |
| Sutton Place Investors LLC | 0.28% | Add +1.7% | 9,781 | $490K |
| Ascent Wealth Partners, LLC | 0.07% | Add +9.9% | 9,767 | $490K |
| Annex Advisory Services, LLC | 0.01% | Add +0.6% | 9,729 | $488K |
| Bright Financial Advisors, Inc. | 0.31% | Reduce -2.0% | 9,727 | $488K |
| Diversified Enterprises, LLC | 0.05% | Add +11.0% | 9,695 | $486K |
| Falcon Wealth Planning | 0.05% | Add +27.6% | 9,668 | $485K |
| Catalyst Private Wealth, LLC | 0.22% | Add +74.7% | 9,663 | $484K |
| Moseley Investment Management Inc. | 0.19% | Reduce -8.3% | 9,621 | $482K |
| Hummer Financial Advisory Services Inc | 0.38% | No change | 9,600 | $481K |
| Millennium Management | 0.00% | Add +75.8% | 9,572 | $480K |
| Synovus Financial Corp. | 0.01% | Reduce -49.7% | 9,501 | $476K |
| Act Wealth Management, LLC | 0.22% | No change | 9,500 | $476K |
| Fiera Capital Corp | 0.00% | New | 9,500 | $476K |
| Verum Partners LLC | 0.14% | Reduce -7.0% | 9,474 | $475K |
| Sawgrass Asset Management LLC | 0.05% | No change | 9,445 | $473K |
| Atlas Legacy Advisors, LLC | 0.11% | — | 9,416 | $472K |
| Hudock, Inc. | 0.08% | No change | 9,352 | $469K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +1.1% | 9,306 | $466K |
| HCR Wealth Advisors | 0.06% | No change | 9,300 | $466K |
| Pineridge Advisors LLC | 0.18% | Reduce -23.5% | 9,283 | $465K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -29.2% | 9,277 | $465K |
| Quantinno Capital Management LP | 0.00% | New | 9,261 | $464K |
| Koesten, Hirschmann & Crabtree, INC. | 0.27% | Add +1318.5% | 9,220 | $462K |
| Revisor Wealth Management LLC | 0.42% | Reduce -66.7% | 9,187 | $461K |
| Brand Asset Management Group, Inc. | 0.19% | Reduce -3.7% | 9,158 | $459K |
| Disciplined Investments, LLC | 0.23% | Add +12.4% | 9,111 | $457K |
| VanderPol Investments L.L.C. | 0.99% | Reduce -52.3% | 9,033 | $453K |
| RMR Wealth Builders | 0.05% | No change | 9,013 | $452K |
| Horizons Wealth Management | 0.35% | Add +5.8% | 9,009 | $452K |
| Roman Butler Fullerton & Co. | 0.14% | Add +0.3% | 8,968 | $450K |
| Conquis Financial LLC | 0.46% | — | 8,938 | $448K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -0.0% | 8,928 | $445K |
| Nilsine Partners, LLC | 0.05% | Add +6.3% | 8,855 | $444K |
| American National Bank & Trust | 0.05% | Reduce -40.6% | 8,850 | $444K |
| Kendall Capital Management | 0.13% | New | 8,795 | $441K |
| Edge Capital Group, LLC | 0.02% | New | 8,666 | $434K |
| CVA Family Office, LLC | 0.07% | Add +14.7% | 8,651 | $434K |
| Burk Holdings LLC | 0.35% | — | 8,560 | $429K |
| Victory Financial Group, LLC | 0.11% | — | 8,554 | $429K |
| Wealth Group, Ltd. | 0.28% | Reduce -0.0% | 8,511 | $427K |
| First National Corp. /Ma/ | 0.10% | Add +0.6% | 8,479 | $425K |
| Global Wealth Management Investment Advisory, Inc. | 0.09% | Add +40.5% | 8,472 | $425K |
| Tme Financial, Inc. | 0.39% | — | 8,260 | $422K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | No change | 8,400 | $421K |
| Ellis Investment Partners, LLC | 0.08% | Add +1.0% | 8,362 | $419K |
| Elser Financial Planning, Inc | 0.03% | New | 8,347 | $418K |
| BCS Wealth Management | 0.10% | New | 8,348 | $418K |
| Accredited Investors Inc. | 0.02% | Add +57.7% | 8,333 | $418K |
| Factor Wealth Management LTD | 0.14% | — | 8,295 | $416K |
| Holderness Investments Co. | 0.09% | No change | 8,233 | $413K |
| Level Financial Advisors | 0.15% | Add +0.2% | 8,216 | $412K |
| Trellis Wealth Advisors LLC | 0.21% | Add +0.7% | 8,186 | $410K |
| Diversified Portfolios, Inc. | 0.04% | New | 8,150 | $409K |
| Accredited Wealth Management, LLC | 0.35% | — | 8,089 | $405K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +61.9% | 7,967 | $399K |
| Golden State Wealth Management, LLC | 0.06% | — | 7,724 | $387K |
| Independent Wealth Network Inc. | 0.15% | Add +0.6% | 7,574 | $380K |
| Seaside Wealth Management, Inc. | 0.14% | Reduce -16.3% | 7,553 | $379K |
| Penobscot Wealth Management | 0.17% | Add +14.8% | 7,491 | $376K |
| Pitcairn Co. | 0.02% | New | 7,477 | $375K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +0.4% | 7,476 | $375K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +54.9% | 7,473 | $375K |
| Accelerate Investment Advisors LLC | 0.33% | Add +8.0% | 7,468 | $374K |
| Wood Tarver Financial Group, LLC | 0.13% | — | 7,478 | $374K |
| Redwood Investment Management, LLC | 0.04% | Add +37.6% | 7,419 | $372K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -11.6% | 7,384 | $370K |
| Moors & Cabot, Inc. | 0.02% | No change | 7,367 | $369K |
| Cambria Investment Management, L.P. | 0.02% | Add +0.3% | 7,360 | $369K |
| Valtinson Bruner Financial Planning LLC | 0.13% | No change | 7,359 | $369K |
| Hoxton Planning & Management, LLC | 0.14% | Add +0.6% | 7,350 | $368K |
| Lane & Associates LLC | 0.19% | Reduce -60.8% | 7,340 | $368K |
| Roberts Financial Services LLC | 0.07% | Reduce -2.6% | 7,338 | $368K |
| Centennial Bank | 0.17% | No change | 7,333 | $368K |
| Ascent Group, LLC | 0.03% | Add +2.1% | 7,327 | $367K |
| Wealth Management Nebraska | 0.06% | — | 7,296 | $366K |
| Sterling Wealth Management, Inc. | 0.13% | No change | 7,262 | $364K |
| Erickson Financial Group, LLC | 0.26% | Reduce -0.9% | 7,261 | $364K |
| Heritage Wealth Management, Inc. | 0.12% | No change | 7,240 | $363K |
| Long Run Wealth Advisors, LLC | 0.09% | Add +26.5% | 7,148 | $358K |
| Westfuller Advisors, LLC | 0.23% | New | 7,139 | $358K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,122 | $357K |
| Wambolt & Associates, LLC | 0.11% | No change | 7,100 | $356K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 7,084 | $355K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.3% | 7,079 | $355K |
| Keystone Financial Group | 0.04% | Add +0.1% | 7,063 | $354K |
| Sovran Advisors, LLC | 0.05% | — | 7,066 | $350K |
| Catalyst Financial Partners LLC | 0.07% | New | 6,980 | $350K |
| Warther Private Wealth, LLC | 0.12% | No change | 6,961 | $349K |
| Round Rock Advisors LLC | 0.07% | No change | 6,907 | $346K |
| Veracity Capital LLC | 0.13% | New | 6,886 | $345K |
| Richard P Slaughter Associates Inc | 0.08% | No change | 6,871 | $344K |
| FSC Wealth Advisors, LLC | 0.22% | Add +3.3% | 6,842 | $343K |
| Financial Council, LLC | 0.18% | No change | 6,818 | $342K |
| Liberty Square Wealth Partners LLC | 0.12% | — | 6,787 | $341K |
| Ariston Services Group | 0.30% | New | 6,795 | $341K |
| American Financial Advisors, LLC | 0.05% | Reduce -3.9% | 6,738 | $338K |
| Titleist Asset Management, LLC | 0.04% | New | 6,682 | $335K |
| Carl P. Sherr & Co., LLC | 0.18% | Reduce -30.6% | 6,675 | $335K |
| Concorde Asset Management, LLC | 0.17% | Add +0.4% | 6,657 | $334K |
| Greenup Street Wealth Management LLC | 0.07% | Reduce -28.7% | 6,620 | $332K |
| Occidental Asset Management, LLC | 0.05% | Reduce -5.6% | 6,547 | $328K |
| Wick Capital Partners, LLC | 0.10% | Add +10.2% | 6,525 | $327K |
| StoneX Group Inc. | 0.02% | Add +5.4% | 6,481 | $325K |
| Members Wealth LLC | 0.24% | — | 6,494 | $324K |
| Good Life Advisors, LLC | 0.02% | Add +11.0% | 6,389 | $320K |
| Cultivar Capital, Inc. | 0.28% | New | 6,375 | $320K |
| Bill Few Associates, Inc. | 0.11% | New | 6,334 | $318K |
| MidAtlantic Capital Management, Inc. | 0.23% | No change | 6,304 | $316K |
| First Trust Advisors LP | 0.00% | New | 6,210 | $311K |
| Mayfair Advisory Group, LLC | 0.18% | No change | 6,187 | $310K |
| Sabal Trust CO | 0.02% | No change | 6,005 | $301K |
| Wealthstream Advisors, Inc. | 0.06% | Add +8.7% | 5,996 | $301K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 5,984 | $300K |
| Allen Capital Group, LLC | 0.04% | Add +4.0% | 5,971 | $299K |
| Global Financial Private Client, LLC | 0.11% | Reduce -24.1% | 5,968 | $299K |
| Calton & Associates, Inc. | 0.13% | Add +0.5% | 5,943 | $298K |
| Intrua Financial, LLC | 0.05% | Reduce -49.5% | 5,935 | $298K |
| MFA Wealth Services | 0.24% | — | 5,935 | $298K |
| Dakota Wealth Management | 0.01% | No change | 5,925 | $297K |
| Sharp Wealth Advisory, LLC | 0.22% | Reduce -1.7% | 5,900 | $296K |
| Dogwood Wealth Management LLC | 0.15% | No change | 5,840 | $293K |
| Spinnaker Investment Group, LLC | 0.07% | Reduce -51.8% | 5,820 | $292K |
| Lakeridge Wealth Management LLC | 0.15% | No change | 5,737 | $288K |
| Atwood & Palmer Inc. | 0.02% | No change | 5,691 | $285K |
| Family Investment Center, Inc. | 0.07% | Add +4.1% | 5,651 | $283K |
| Lynx Investment Advisory | 0.19% | Reduce -2.6% | 5,641 | $283K |
| Latitude Advisors, LLC | 0.16% | New | 5,635 | $282K |
| Clark Financial Services Group Inc. | 0.22% | No change | 5,632 | $282K |
| Westside Investment Management, Inc. | 0.06% | No change | 5,616 | $282K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -24.3% | 5,612 | $281K |
| Fairscale Capital, LLC | 0.24% | No change | 5,601 | $281K |
| Ewa, LLC | 0.10% | Add +4.0% | 5,578 | $280K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -24.9% | 5,545 | $278K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 5,542 | $278K |
| Pine Harbor Wealth Management, LLC | 0.11% | Reduce -80.7% | 5,513 | $276K |
| Mascoma Wealth Management LLC | 0.07% | No change | 5,505 | $276K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -44.6% | 5,484 | $275K |
| Archvest Wealth Advisors, Inc. | 0.20% | No change | 5,450 | $273K |
| First Affirmative Financial Network | 0.16% | Reduce -6.9% | 5,435 | $272K |
| Uptick Partners, LLC | 0.10% | No change | 5,434 | $272K |
| Citizens & Northern Corp. | 0.07% | Reduce -2.8% | 5,410 | $271K |
| Compass Capital Corp. /Ma/ | 0.11% | — | 5,395 | $270K |
| Northland Capital Management LLC | 0.20% | Add +8.1% | 5,360 | $269K |
| RHS Financial, LLC | 0.14% | Reduce -25.8% | 5,345 | $268K |
| Blalock Williams, LLC | 0.31% | — | 5,337 | $268K |
| Ascentis Wealth Management, LLC | 0.09% | New | 5,326 | $267K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 5,320 | $267K |
| Progressive Investment Management Corp | 0.07% | Add +12.9% | 5,255 | $263K |
| TruNorth Capital Management, LLC | 0.07% | Add +5.6% | 5,241 | $263K |
| OneAscent Financial Services LLC | 0.02% | New | 5,192 | $260K |
| DecisionMap Wealth Management, LLC | 0.21% | — | 5,176 | $259K |
| First Citizens Financial Corp | 0.14% | Reduce -10.2% | 5,168 | $259K |
| Aspen Wealth Management LLC | 0.08% | Add +1.1% | 5,167 | $259K |
| Summit Asset Management, LLC | 0.05% | No change | 5,155 | $258K |
| Axis Wealth Partners, LLC | 0.21% | — | 5,087 | $255K |
| Quantum Financial Planning Services, Inc. | 0.14% | — | 5,063 | $254K |
| Ancora Advisors LLC | 0.01% | Add +1842.0% | 4,991 | $250K |
| Brighton Securities Corp. | 0.12% | — | 4,974 | $249K |
| Keystone Financial Group, Inc. | 0.20% | — | 4,967 | $249K |
| Whalen Wealth Management Inc. | 0.17% | New | 4,945 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 4,943 | $248K |
| NorthRock Partners, LLC | 0.01% | Add +9.5% | 4,936 | $247K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -5.1% | 4,919 | $247K |
| Bridgewealth Advisory Group, LLC | 0.07% | Reduce -7.5% | 4,914 | $246K |
| Swmg, LLC | 0.10% | Reduce -2.3% | 4,840 | $242K |
| Grandview Asset Management LLC | 0.09% | New | 4,810 | $241K |
| Birchbrook, Inc. | 0.13% | No change | 4,720 | $237K |
| Kanawha Capital Management LLC | 0.02% | Reduce -10.3% | 4,694 | $235K |
| Cooksen Wealth, LLC | 0.22% | Add +1.9% | 4,684 | $235K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,674 | $234K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $233K |
| Attessa Capital LLC | 0.16% | — | 4,600 | $231K |
| Ledyard National Bank | 0.02% | New | 4,596 | $230K |
| Everest Private Wealth | 0.20% | — | 4,586 | $230K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +14.9% | 4,583 | $230K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +12.6% | 4,563 | $229K |
| Logan Stone Capital, LLC | 0.08% | New | 4,550 | $228K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +0.3% | 4,539 | $228K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -0.6% | 4,496 | $225K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,482 | $225K |
| General Partner, Inc. | 0.13% | New | 4,460 | $224K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -53.9% | 4,453 | $223K |
| Stordahl Capital Management, Inc. | 0.05% | New | 4,421 | $222K |
| Cyr Financial Inc. | 0.20% | New | 4,403 | $221K |
| Thoma Capital Management LLC | 0.15% | — | 4,400 | $221K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 4,397 | $220K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -36.9% | 4,394 | $220K |
| PAX Financial Group, LLC | 0.04% | New | 4,378 | $219K |
| Great Diamond Partners, LLC | 0.06% | No change | 4,365 | $219K |
| Innovative Wealth Building LLC | 0.20% | — | 4,355 | $218K |
| XY Planning Network, Inc. | 0.16% | — | 4,350 | $218K |
| Sequent Planning LLC | 0.08% | No change | 4,347 | $218K |
| Canvas Wealth Advisors, LLC | 0.05% | New | 4,338 | $217K |
| Greenspring Advisors, LLC | 0.05% | No change | 4,332 | $217K |
| Key Financial Inc | 0.05% | No change | 4,316 | $216K |
| AlTi Global, Inc. | 0.01% | New | 4,315 | $216K |
| Uhlmann Price Securities, LLC | 0.16% | Add +1.1% | 4,285 | $215K |
| Crewe Advisors LLC | 0.03% | No change | 4,280 | $215K |
| Trustmark Bank Trust Department | 0.02% | New | 4,251 | $213K |
| Smith, Moore & Co. | 0.02% | Add +0.5% | 4,216 | $211K |
| Valley Financial Group, Inc. | 0.15% | New | 4,216 | $211K |
| Two Sigma Securities, LLC | 0.04% | Reduce -90.0% | 4,214 | $211K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,210 | $211K |
| Montag A & Associates Inc. | 0.01% | Reduce -47.1% | 4,209 | $211K |
| Waterloo Capital, L.P. | 0.02% | New | 4,198 | $210K |
| Howard Wealth Management, LLC | 0.11% | New | 4,187 | $210K |
| Truepoint, Inc. | 0.01% | New | 4,114 | $206K |
| Albion Financial Group | 0.01% | No change | 4,100 | $206K |
| MCF Advisors LLC | 0.01% | Reduce -84.5% | 4,089 | $205K |
| Parkside Financial Bank & Trust | 0.03% | Add +25.1% | 4,040 | $203K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -50.0% | 4,000 | $201K |
| Colonial Trust Co / SC | 0.03% | Add +250.1% | 3,991 | $200K |
| LRI Investments, LLC | 0.02% | Add +5.8% | 3,960 | $199K |
| Financial Perspectives, Inc | 0.06% | Reduce -21.4% | 3,661 | $184K |
| Global Wealth Strategies & Associates | 0.06% | No change | 3,644 | $183K |
| Webster Bank, N. A. | 0.02% | No change | 3,558 | $178K |
| Robinswood Financial LLC | 0.07% | No change | 3,542 | $178K |
| Addison Advisors LLC | 0.05% | No change | 3,353 | $168K |
| Synergy Investment Management, LLC | 0.07% | — | 3,351 | $168K |
| Arlington Trust Co LLC | 0.04% | No change | 3,351 | $168K |
| Versant Capital Management, Inc | 0.04% | Add +0.7% | 3,316 | $166K |
| Hendershot Investments Inc. | 0.02% | Reduce -69.8% | 3,305 | $166K |
| Whittier Trust Co. | 0.00% | Reduce -42.2% | 3,300 | $165K |
| Red Lighthouse Investment Management, LLC | 0.07% | New | 3,284 | $165K |
| Aspect Partners, LLC | 0.09% | New | 3,233 | $162K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 3,179 | $159K |
| Sandy Spring Bank | 0.01% | Add +14.5% | 3,035 | $152K |
| Financial Network Wealth Advisors LLC | 0.26% | No change | 2,818 | $141K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,672 | $134K |
| Avior Wealth Management, LLC | 0.00% | New | 2,448 | $123K |
| Evergreen Private Wealth LLC | 0.06% | New | 2,436 | $122K |
| Maryland Capital Advisors Inc. | 0.05% | Add +388.3% | 2,295 | $115K |
| CENTRAL TRUST Co | 0.00% | No change | 2,284 | $114K |
| Johnson Financial Group, Inc. | 0.01% | New | 2,250 | $113K |
| Cordant, Inc. | 0.06% | Reduce -13.8% | 2,186 | $110K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Reduce -89.7% | 2,164 | $108K |
| Central Pacific Bank - Trust Division | 0.01% | New | 2,059 | $103K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -12.9% | 1,996 | $100K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.7% | 1,984 | $99K |
| LGT Financial Advisors LLC | 0.22% | Add +29.2% | 1,981 | $99K |
| Retirement Wealth Solutions LLC | 0.08% | — | 1,988 | $99K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,903 | $95K |
| Bfsg, LLC | 0.01% | Reduce -40.7% | 1,865 | $93K |
| Tsfg, LLC | 0.02% | No change | 1,800 | $90K |
| Bernard Wealth Management Corp. | 0.04% | — | 1,750 | $88K |
| New Republic Capital, LLC | 0.05% | New | 1,646 | $83K |
| Peterson Wealth Services | 0.02% | New | 1,602 | $80K |
| Simplex Trading, LLC | 0.00% | New | 1,563 | $78K |
| Eastern Bank | 0.00% | Reduce -10.4% | 1,500 | $75K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -85.8% | 1,497 | $75K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,327 | $67K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,145 | $57K |
| Millstone Evans Group, LLC | 0.04% | — | 1,138 | $57K |
| Rise Advisors, LLC | 0.03% | Add +3.4% | 1,136 | $57K |
| Fourth Dimension Wealth, LLC | 0.03% | — | 1,100 | $55K |
| BlackRock, Inc. | 0.00% | Add +108700.0% | 1,088 | $55K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,080 | $54K |
| Raffa Wealth Management, LLC | 0.01% | Add +2.1% | 1,018 | $51K |
| Ransom Advisory, Ltd | 0.02% | No change | 1,000 | $50K |
| REAP Financial Group, LLC | 0.01% | New | 1,000 | $50K |
| City State Bank | 0.02% | No change | 991 | $50K |
| Larson Financial Group LLC | 0.00% | Reduce -17.1% | 961 | $48K |
| Cromwell Holdings LLC | 0.03% | New | 960 | $48K |
| Longview Financial Advisors LLC | 0.03% | — | 915 | $46K |
| Eagle Bay Advisors LLC | 0.03% | No change | 896 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -5.2% | 887 | $44K |
| Advantage Trust Co | 0.02% | New | 838 | $42K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -98.5% | 817 | $41K |
| Cape Investment Advisory, Inc. | 0.02% | Add +11.3% | 778 | $39K |
| First Financial Corp. | 0.02% | No change | 775 | $39K |
| Investors Research Corp | 0.01% | No change | 749 | $38K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 722 | $36K |
| WR Wealth Planners, LLC | 0.01% | No change | 642 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -57.4% | 640 | $32K |
| Nemes Rush Group LLC | 0.00% | Add +1238.3% | 629 | $32K |
| Dunhill Financial, LLC | 0.01% | No change | 622 | $31K |
| Canton Hathaway, LLC | 0.01% | No change | 612 | $31K |
| First Command Advisory Services, Inc. | 0.00% | No change | 607 | $30K |
| Bogart Wealth, LLC | 0.00% | No change | 578 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $28K |
| Oarsman Capital, Inc. | 0.00% | New | 559 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -56.8% | 493 | $25K |
| Covestor Ltd | 0.02% | Add +17.9% | 482 | $24K |
| Coston, McIsaac & Partners | 0.01% | New | 497 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| Ameriflex Group, Inc. | 0.01% | — | 443 | $22K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.4% | 427 | $21K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 422 | $21K |
| Pflug Koory, LLC | 0.00% | New | 401 | $20K |
| 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 +0.8% | 395 | $20K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -36.4% | 388 | $19K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 377 | $19K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -73.3% | 370 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 364 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 314 | $16K |
| Abound Wealth Management | 0.01% | No change | 310 | $16K |
| WASHINGTON TRUST Co | 0.00% | Reduce -97.6% | 300 | $15K |
| Curio Wealth, LLC | 0.01% | — | 280 | $14K |
| Minot DeBlois Advisors LLC | 0.01% | — | 250 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 241 | $12K |
| Painted Porch Advisors LLC | 0.01% | No change | 226 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 221 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +10600.0% | 214 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -36.0% | 204 | $10K |
| Quent Capital, LLC | 0.00% | Reduce -22.3% | 188 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Hemington Wealth Management | 0.00% | No change | 161 | $8K |
| CKW Financial Group | 0.00% | New | 167 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.7% | 155 | $8K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 150 | $8K |
| Security National Bank | 0.00% | New | 140 | $7K |
| Asset Dedication, LLC | 0.00% | New | 133 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | New | 114 | $6K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.7% | 117 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 83 | $4K |
| Graney & King, LLC | 0.00% | — | 78 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -41.1% | 73 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 67 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 64 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 63 | $3K |
| Capital Analysts, LLC | 0.00% | Reduce -65.3% | 35 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | — | 32 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 27 | $1K |
| Financial Life Planners | 0.00% | — | 14 | $717 |
| Archer Investment Corp | 0.00% | No change | 11 | $540 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.5% | 6 | $301 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 5 | $251 |
| SIMA Wealth Partners, LLC | 0.00% | New | 2 | $101 |
"% 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.