Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q1 2025 (March 31)1,221holders −4
92new positions
91sold out
6famous investors
$49.59avg. 13F price*
At the end of Q1 2025, 1,221 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, down 4 from Q4 2024. 92 opened new positions and 91 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.5B). 6 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $178.9M |
| Exits | 91 | $78.9M |
All 13F filers, Q4 2024 → Q1 2025: 33,157,681 shares bought and 25,300,664 shares sold, net +7,857,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -1.8% | 77,274,465 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 1.40% | Add +2.5% | 34,497,385 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.29% | Reduce -5.5% | 30,889,723 | $1.5B |
| Creative Planning | 1.22% | Add +4.0% | 26,149,018 | $1.3B |
| Morgan Stanley | 0.08% | Add +66.1% | 23,002,421 | $1.1B |
| Wealthfront Advisers LLC | 3.05% | Reduce -6.4% | 22,920,470 | $1.1B |
| Raymond James Financial Inc. | 0.41% | Add +4.4% | 21,689,998 | $1.1B |
| Northern Trust Corp. | 0.12% | Reduce 0.0% | 16,099,226 | $798.8M |
| FMR LLC | 0.04% | Reduce -5.6% | 12,580,231 | $624.2M |
| Tiaa Trust, National Association | 1.90% | Reduce -21.1% | 12,247,868 | $607.7M |
| Wells Fargo & Company | 0.14% | Reduce -3.7% | 11,645,028 | $577.8M |
| Bank of America Corp. | 0.05% | Add +3.7% | 10,280,709 | $510.1M |
| Sei Investments Co. | 0.65% | Add +6.0% | 10,110,371 | $501.7M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -15.8% | 8,594,409 | $426.5M |
| Franklin Resources Inc. | 0.10% | Add +4.8% | 7,068,693 | $350.7M |
| Mercer Global Advisors Inc. | 0.72% | Add +7.4% | 6,311,011 | $313.2M |
| LPL Financial LLC | 0.12% | Add +10.1% | 5,957,028 | $295.6M |
| Aspiriant, LLC | 9.02% | Add +1.3% | 5,235,595 | $259.8M |
| UBS Group AG | 0.06% | Reduce -2.3% | 5,227,304 | $259.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.29% | Add +20.6% | 4,630,555 | $229.8M |
| D. E. Shaw & Co. | 0.27% | Add +91.8% | 4,274,400 | $212.1M |
| Cerity Partners LLC | 0.42% | Add +2.8% | 4,109,767 | $203.9M |
| Corient Private Wealth LP | 0.32% | Add +3.6% | 3,946,116 | $195.8M |
| Vanguard Group Inc. | 0.00% | Add +7.7% | 3,770,215 | $187.1M |
| US Bancorp \de | 0.24% | Reduce -0.5% | 3,565,817 | $176.9M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.2% | 3,532,252 | $175.3M |
| Jones Financial Companies LLLP | 0.16% | Add +2.5% | 3,529,097 | $175.0M |
| Rwa Wealth Partners, LLC | 2.15% | Add +2.9% | 3,432,972 | $170.3M |
| Mariner, LLC | 0.26% | Add +4.8% | 3,142,242 | $155.9M |
| HighTower Advisors, LLC | 0.20% | Add +5.4% | 2,927,533 | $145.3M |
| Orgel Wealth Management, LLC | 3.17% | Reduce -3.7% | 2,456,907 | $121.9M |
| Members Trust Co | 4.19% | Reduce -1.0% | 2,423,576 | $120.3M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -5.0% | 2,409,046 | $119.5M |
| SCS Capital Management LLC | 1.48% | Reduce -0.9% | 2,342,086 | $116.2M |
| Facet Wealth, Inc. | 2.90% | Add +314.4% | 2,295,943 | $112.1M |
| Prime Capital Investment Advisors, LLC | 1.17% | Add +1.9% | 2,013,306 | $99.9M |
| OneDigital Investment Advisors LLC | 1.02% | Add +6.7% | 1,727,712 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +15.9% | 1,710,860 | $84.9M |
| GeoWealth Management, LLC | 3.40% | Reduce -11.9% | 1,704,735 | $84.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -46.1% | 1,687,503 | $83.7M |
| Baird Financial Group, Inc. | 0.16% | Add +0.1% | 1,679,830 | $83.4M |
| Sequoia Financial Advisors, LLC | 0.62% | Add +4.9% | 1,611,562 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -16.8% | 1,606,782 | $79.7M |
| Lutz Financial Services LLC | 5.99% | Add +5.2% | 1,473,046 | $73.1M |
| Bleakley Financial Group, LLC | 2.34% | Add +6.6% | 1,466,100 | $72.7M |
| Kestra Investment Management, LLC | 1.39% | Add +105.6% | 1,577,128 | $72.0M |
| Full Sail Capital, LLC | 4.57% | Add +5.0% | 1,424,953 | $70.7M |
| Sanctuary Advisors, LLC | 0.49% | Reduce -3.0% | 1,390,423 | $69.0M |
| Wealthspire Advisors, LLC | 0.41% | Add +94.1% | 1,368,394 | $67.9M |
| Wedmont Private Capital | 3.37% | Add +12.3% | 1,365,745 | $65.7M |
| Savant Capital, LLC | 0.55% | Add +5.1% | 1,309,625 | $65.0M |
| Crestwood Advisors Group, LLC | 1.24% | Add +5.4% | 1,309,625 | $65.0M |
| Topsail Wealth Management, LLC | 12.93% | Reduce -0.8% | 1,280,464 | $63.5M |
| Bank of New York Mellon Corp | 0.01% | Add +4.9% | 1,258,445 | $62.4M |
| Stifel Financial Corp. | 0.07% | Add +1.0% | 1,240,481 | $61.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 1,230,605 | $61.1M |
| Ackerman Capital Advisors, LLC | 15.32% | Reduce -4.1% | 1,169,258 | $58.0M |
| Baker Boyer National Bank | 21.24% | Reduce -8.0% | 1,160,626 | $57.6M |
| Thompson Siegel & Walmsley LLC | 0.96% | Add +6.0% | 1,139,016 | $56.5M |
| Integrated Wealth Concepts LLC | 0.64% | Add +17.0% | 1,106,794 | $54.9M |
| Avidian Wealth Enterprises, LLC | 2.43% | Add +3.9% | 1,098,496 | $54.5M |
| West Financial Advisors, LLC | 10.24% | Add +8.3% | 1,086,022 | $53.9M |
| Regions Financial Corp. | 0.38% | Add +5.6% | 1,030,423 | $51.1M |
| MML Investors Services, LLC | 0.17% | Reduce -9.9% | 1,009,574 | $50.1M |
| Pathstone Holdings, LLC | 0.21% | Add +156.0% | 983,824 | $48.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.6% | 977,027 | $48.5M |
| Mather Group, Llc. | 0.56% | Add +1.3% | 975,080 | $48.4M |
| Waldron Private Wealth LLC | 2.28% | Reduce -17.2% | 972,983 | $48.3M |
| Garde Capital, Inc. | 2.70% | New | 950,489 | $47.2M |
| GenTrust, LLC | 2.18% | Add +28.6% | 916,268 | $45.5M |
| Focus Partners Wealth | 0.11% | Add +293.4% | 909,113 | $45.1M |
| Beaird Harris Wealth Management, LLC | 3.70% | Add +1.6% | 876,063 | $43.5M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +4.0% | 830,246 | $41.2M |
| Sunflower Bank, N.A. | 11.31% | Add +0.1% | 812,890 | $40.3M |
| JFS Wealth Advisors, LLC | 2.68% | Add +1.8% | 797,763 | $39.6M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -3.4% | 778,873 | $38.6M |
| Willow Creek Wealth Management Inc. | 3.75% | Add +2.8% | 775,141 | $38.5M |
| Foster Group, Inc. | 1.44% | Reduce -1.4% | 775,053 | $38.5M |
| Susquehanna International Group, LLP | 0.06% | New | 765,171 | $38.0M |
| M&T Bank Corp | 0.14% | Reduce -0.0% | 761,250 | $37.8M |
| BSW Wealth Partners | 5.66% | Reduce -0.9% | 751,673 | $37.3M |
| Heritage Investment Group, Inc. | 6.83% | Reduce -0.8% | 732,243 | $36.3M |
| HBK Sorce Advisory LLC | 1.05% | Add +6.8% | 723,668 | $35.9M |
| Truist Financial Corp. | 0.06% | Reduce -15.9% | 705,065 | $35.0M |
| Modera Wealth Management, LLC | 0.46% | Add +0.7% | 682,255 | $33.9M |
| Waverly Advisors, LLC | 0.41% | Reduce -0.4% | 671,465 | $33.3M |
| Passive Capital Management, LLC. | 10.23% | Reduce -0.6% | 650,855 | $32.3M |
| Bedel Financial Consulting, Inc. | 4.63% | Add +2.9% | 658,251 | $32.2M |
| Allworth Financial LP | 0.18% | Add +1.2% | 657,146 | $32.0M |
| Allen Investment Management, LLC | 0.37% | No change | 639,311 | $31.7M |
| One Capital Management, LLC | 1.05% | Add +0.4% | 624,098 | $31.0M |
| Fort Point Capital Partners LLC | 3.26% | Add +19.8% | 587,796 | $29.2M |
| Pinnacle Financial Partners Inc | 0.58% | Add +2.6% | 579,569 | $29.0M |
| Cetera Investment Advisers | 0.06% | Reduce -43.2% | 579,726 | $28.8M |
| Astoria Strategic Wealth, Inc. | 8.45% | Add +0.4% | 579,006 | $28.7M |
| CX Institutional | 1.08% | Add +24.5% | 577,148 | $28.6M |
| Brown Advisory Inc. | 0.04% | Add +7.2% | 576,478 | $28.6M |
| Callan Capital, LLC | 2.02% | Reduce -23.7% | 550,027 | $27.3M |
| One Wealth Advisors, LLC | 4.07% | Add +1.4% | 549,496 | $27.3M |
| Bragg Financial Advisors, Inc | 1.12% | Add +1.6% | 549,317 | $27.3M |
| Manning & Napier Advisors LLC | 0.33% | Add +2.0% | 546,938 | $27.1M |
| Nicolet Advisory Services, LLC | 2.68% | Add +3.6% | 557,911 | $27.1M |
| Salomon & Ludwin, LLC | 2.84% | Add +3.8% | 536,096 | $26.6M |
| BIP Alliance, LLC | 11.19% | Add +2.3% | 533,291 | $26.5M |
| Resonant Capital Advisors, LLC | 1.78% | Add +15.1% | 514,112 | $25.5M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -9.1% | 477,847 | $23.7M |
| Bank of Hawaii | 1.35% | Reduce -7.2% | 474,746 | $23.6M |
| Legacy Edge Advisors, LLC | 3.63% | Add +11.9% | 469,305 | $23.3M |
| Jordan Park Group LLC | 1.68% | Add +0.3% | 466,078 | $23.1M |
| Quotient Wealth Partners, LLC | 0.73% | Add +14.0% | 461,894 | $22.9M |
| Cwm, LLC | 0.09% | Reduce -19.9% | 448,029 | $22.2M |
| New York Life Investment Management LLC | 0.22% | Reduce -4.2% | 443,169 | $22.0M |
| a16z Perennial Management, L.P. | 2.69% | No change | 435,683 | $21.6M |
| NewEdge Advisors, LLC | 0.12% | Reduce -6.2% | 408,480 | $20.3M |
| Heartwood Wealth Advisors LLC | 2.25% | Add +7.5% | 397,450 | $19.7M |
| Cullen/Frost Bankers, Inc. | 0.27% | Reduce -17.2% | 389,564 | $19.3M |
| San Luis Wealth Advisors LLC | 4.32% | Reduce -11.4% | 384,741 | $19.1M |
| Luminvest Wealth Management LLC | 7.68% | Reduce -13.8% | 375,484 | $18.6M |
| Moller Wealth Partners | 4.49% | Add +9.0% | 365,718 | $18.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +2.1% | 355,240 | $17.6M |
| Brookstone Capital Management | 0.25% | Add +12.0% | 351,255 | $17.4M |
| Atmos Advisory, LLC | 11.65% | Add +10.4% | 349,867 | $17.4M |
| Davidson Investment Advisors | 0.85% | Add +0.4% | 346,865 | $17.2M |
| Sagespring Wealth Partners, LLC | 0.43% | Reduce -59.9% | 346,642 | $17.2M |
| Empower Advisory Group, LLC | 0.06% | Reduce -3.2% | 343,887 | $17.1M |
| Carnegie Investment Counsel | 0.40% | New | 341,787 | $17.0M |
| Colony Family Offices, LLC | 5.21% | Add +14.8% | 336,851 | $16.7M |
| Apella Capital, LLC | 0.56% | Add +12.6% | 337,840 | $16.4M |
| Unison Advisors LLC | 2.08% | Add +2.3% | 329,835 | $16.4M |
| Enclave Advisors LLC | 2.72% | Reduce -19.4% | 321,448 | $16.0M |
| Stairway Partners, LLC | 0.97% | Add +0.6% | 318,407 | $15.8M |
| Towneley Capital Management, Inc / DE | 3.69% | Add +7.5% | 317,590 | $15.8M |
| Blue Chip Partners, LLC | 1.35% | Add +0.2% | 316,474 | $15.7M |
| ABLE Financial Group, LLC | 4.38% | Add +4.6% | 314,677 | $15.6M |
| Anderson Hoagland & Co. | 1.84% | Add +25.6% | 321,424 | $15.5M |
| Cahaba Wealth Management, Inc. | 1.28% | Add +3.2% | 312,127 | $15.5M |
| Stonebridge Financial Group, LLC | 1.65% | Add +2.9% | 311,811 | $15.5M |
| Old National Bancorp | 0.41% | Add +10.0% | 310,924 | $15.4M |
| Deutsche Bank AG | 0.01% | Add +6.0% | 309,064 | $15.3M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.3M |
| Goodman Advisory Group, LLC | 4.62% | Reduce -11.3% | 305,106 | $15.1M |
| Captrust Financial Advisors | 0.04% | Add +2.1% | 304,742 | $15.1M |
| First Horizon Advisors, Inc. | 0.42% | Reduce -14.3% | 302,380 | $15.0M |
| Mb, Levis & Associates, LLC | 6.93% | Reduce -0.4% | 300,744 | $14.9M |
| Frisco Financial Planning LLC | 14.29% | Add +5.5% | 297,035 | $14.7M |
| Foster Victor Wealth Advisors, LLC | 1.18% | Add +0.0% | 303,756 | $14.6M |
| Clark Asset Management, LLC | 2.44% | Add +31.3% | 292,659 | $14.5M |
| Foster & Motley Inc. | 0.91% | Add +10.1% | 292,099 | $14.5M |
| Comerica Bank | 0.06% | Add +27.8% | 291,836 | $14.5M |
| Newton One Investments LLC | 5.13% | Add +2.5% | 289,209 | $14.4M |
| Baron Silver Stevens Financial Advisors, LLC | 2.49% | Reduce -7.0% | 286,888 | $14.2M |
| Lido Advisors, LLC | 0.08% | Reduce -20.4% | 285,156 | $14.1M |
| Grove Bank & Trust | 1.88% | Add +1.6% | 283,114 | $14.0M |
| Physician Wealth Solutions Inc. | 6.93% | Reduce -3.5% | 278,112 | $13.8M |
| Roth Financial Partners LLC | 5.44% | Add +0.2% | 277,684 | $13.8M |
| Keystone Global Partners, LLC | 9.63% | — | 276,604 | $13.7M |
| Divergent Planning, LLC | 4.55% | Add +3.9% | 275,302 | $13.7M |
| Renaissance Technologies | 0.02% | Reduce -44.4% | 274,900 | $13.6M |
| Brooklyn FI, LLC | 4.21% | Add +7.4% | 291,808 | $13.6M |
| Nisa Investment Advisors, LLC | 0.07% | Add +145.1% | 274,795 | $13.6M |
| Single Point Partners, LLC | 3.05% | Add +11.2% | 261,767 | $13.0M |
| Riversedge Advisors, LLC | 2.87% | Add +77.0% | 259,465 | $12.9M |
| Evanson Asset Management, LLC | 0.91% | Reduce -4.3% | 258,783 | $12.8M |
| Cardiff Park Advisors, LLC | 1.24% | Reduce -0.1% | 258,065 | $12.8M |
| Verus Financial Partners, Inc. | 1.46% | Add +10.6% | 262,629 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -6.0% | 256,591 | $12.7M |
| Perigon Wealth Management, LLC | 0.32% | Reduce -3.0% | 253,140 | $12.6M |
| Tenret Co LLC | 7.59% | Add +19.5% | 252,224 | $12.5M |
| &partners | 0.13% | Add +10.8% | 248,113 | $12.3M |
| Compound Planning, Inc. | 0.56% | Add +21.1% | 247,309 | $12.3M |
| Hengehold Capital Management LLC | 1.16% | Reduce -23.9% | 245,383 | $12.2M |
| Stewardship Advisors, LLC | 3.26% | Add +11.6% | 243,293 | $12.1M |
| HT Partners LLC | 4.10% | Add +9.4% | 241,079 | $12.0M |
| PDS Planning, Inc | 0.98% | Add +0.8% | 235,002 | $11.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.49% | Reduce -12.1% | 238,162 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +15.4% | 232,769 | $11.6M |
| Silver Oak Advisory Group, Inc. | 6.13% | Reduce -2.8% | 232,504 | $11.5M |
| Tilson Financial Group, Inc. | 4.53% | Add +9.4% | 230,640 | $11.4M |
| Smithfield Trust Co | 0.57% | Add +0.2% | 227,716 | $11.3M |
| Seneca Financial Advisors LLC | 5.47% | Add +8.7% | 227,266 | $11.3M |
| Summit Wealth Group, LLC | 3.22% | Add +44.2% | 222,180 | $11.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -9.0% | 220,180 | $10.9M |
| Aspire Private Capital, LLC | 2.71% | Reduce -40.1% | 219,812 | $10.9M |
| Equitable Holdings, Inc. | 0.10% | Add +109.2% | 218,718 | $10.9M |
| Joel Adams & Associates, Inc. | 9.69% | Reduce -2.1% | 217,128 | $10.8M |
| Partners in Financial Planning | 2.16% | Add +3.9% | 217,100 | $10.8M |
| Earned Wealth Advisors, LLC | 2.33% | New | 214,413 | $10.6M |
| Merit Financial Group, LLC | 0.16% | Add +58.1% | 214,275 | $10.6M |
| Natixis Advisors, LLC | 0.02% | Add +10.5% | 212,365 | $10.5M |
| Keebeck Wealth Management | 1.52% | Add +5.4% | 207,169 | $10.3M |
| EnRich Financial Partners LLC | 3.43% | Add +1.0% | 206,083 | $10.2M |
| Roberts Glore & Co. Inc. | 3.11% | Reduce -0.2% | 205,329 | $10.2M |
| Clearstead Advisors, LLC | 0.16% | Reduce -16.1% | 205,056 | $10.2M |
| Elm Partners Management LLC | 0.65% | Reduce -11.0% | 204,295 | $10.1M |
| Level Wealth Management LLC | 6.55% | Add +5.3% | 201,706 | $10.0M |
| Coastline Trust Co | 1.24% | Reduce -2.0% | 201,142 | $10.0M |
| 1900 Wealth Management LLC | 0.83% | Add +6.7% | 200,893 | $10.0M |
| CGN Advisors LLC | 0.96% | Reduce -2.9% | 197,225 | $9.8M |
| PFG Advisors | 0.54% | Add +50.2% | 194,957 | $9.7M |
| 25 LLC | 3.99% | Add +5.8% | 194,222 | $9.6M |
| Fiduciary Trust Co | 0.12% | Reduce -4.4% | 191,329 | $9.5M |
| Hilltop Wealth Advisors, LLC | 5.34% | Reduce -57.9% | 190,551 | $9.5M |
| Firestone Capital Management | 2.47% | Reduce -0.2% | 189,867 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +8.9% | 187,947 | $9.3M |
| Spirepoint Private Client, LLC | 1.22% | Reduce -10.4% | 187,790 | $9.3M |
| Jacobson & Schmitt Advisors, LLC | 1.90% | Add +1.8% | 187,525 | $9.3M |
| Strategic Blueprint, LLC | 0.50% | Add +10.6% | 184,352 | $9.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.92% | Reduce -6.1% | 183,889 | $9.1M |
| Winthrop Advisory Group LLC | 1.09% | Add +817.0% | 183,194 | $9.1M |
| Corrigan Financial, Inc. | 1.86% | Add +2.1% | 182,398 | $9.1M |
| L2 Asset Management, LLC | 1.84% | Add +1.3% | 180,706 | $9.0M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -7.2% | 179,778 | $8.9M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +3.5% | 179,402 | $8.9M |
| Mallini Complete Financial Planning LLC | 9.21% | Add +4.0% | 177,800 | $8.8M |
| CoreCap Advisors, LLC | 0.39% | Add +15.7% | 176,472 | $8.8M |
| Blume Capital Management, Inc. | 1.96% | Reduce -3.5% | 175,845 | $8.7M |
| Capstone Capital LLC | 6.99% | Add +2.7% | 175,672 | $8.7M |
| RTD Financial Advisors, Inc. | 1.16% | Reduce -1.2% | 174,013 | $8.6M |
| Altiora Financial Group, LLC | 1.83% | Add +9.4% | 173,870 | $8.6M |
| UMB Bank, n.a. | 0.14% | Reduce -37.9% | 173,706 | $8.6M |
| Avantax Planning Partners, Inc. | 0.30% | Reduce -3.5% | 172,652 | $8.6M |
| Ami Investment Management Inc. | 2.73% | Add +1.4% | 170,387 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -8.4% | 169,037 | $8.4M |
| Valeo Financial Advisors, LLC | 0.23% | Reduce -4.6% | 166,236 | $8.2M |
| Aprio Wealth Management, LLC | 1.03% | Add +30.6% | 165,111 | $8.2M |
| Newman Dignan & Sheerar, Inc. | 2.21% | Add +6.9% | 163,222 | $8.1M |
| Soltis Investment Advisors LLC | 0.71% | Reduce -2.0% | 160,704 | $8.0M |
| Hunter Associates Investment Management LLC | 1.22% | Add +31.6% | 159,762 | $7.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -0.4% | 159,481 | $7.9M |
| TAGStone Capital, Inc. | 3.89% | Add +87.8% | 159,380 | $7.9M |
| Keybank National Association | 0.03% | Reduce -8.1% | 159,046 | $7.9M |
| Composition Wealth, LLC | 0.16% | Add +177.5% | 158,813 | $7.9M |
| Websterrogers Financial Advisors, LLC | 2.64% | Add +12.3% | 155,660 | $7.7M |
| Summit Financial, LLC | 0.21% | Reduce -44.6% | 152,736 | $7.6M |
| TD Private Client Wealth LLC | 0.21% | Add +2.0% | 152,555 | $7.6M |
| Dorsey & Whitney Trust CO LLC | 0.44% | Add +1.3% | 152,213 | $7.6M |
| Trinity Financial Advisors LLC | 2.71% | Add +39.1% | 150,865 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -3.5% | 149,378 | $7.4M |
| ForthRight Wealth Management, LLC | 2.48% | Add +0.3% | 149,160 | $7.4M |
| ONE Advisory Partners, LLC | 3.12% | Reduce -2.9% | 147,369 | $7.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.9% | 146,268 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 145,707 | $7.2M |
| Bridgewater Advisors Inc. | 0.62% | New | 146,969 | $7.2M |
| Glassman Wealth Services | 1.19% | Reduce -11.1% | 143,700 | $7.1M |
| Valmark Advisers, Inc. | 0.11% | Reduce -15.9% | 142,099 | $7.1M |
| Balanced Rock Investment Advisors LLC | 5.61% | Reduce -2.5% | 141,941 | $7.0M |
| Cascade Financial Partners, LLC | 0.87% | Reduce -0.9% | 138,891 | $6.9M |
| Schiavi & Co LLC | 2.50% | Add +10.0% | 137,176 | $6.8M |
| Park Avenue Securities LLC | 0.08% | Add +34.5% | 135,792 | $6.7M |
| Hurlow Wealth Management Group, Inc. | 2.10% | Reduce -4.4% | 135,383 | $6.7M |
| Beacon Wealthcare LLC | 2.71% | Reduce -2.6% | 134,388 | $6.7M |
| Fairview Capital Investment Management, LLC | 0.35% | Reduce -2.0% | 133,800 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -51.4% | 132,878 | $6.6M |
| Alaethes Wealth, LLC | 2.40% | Add +9.7% | 132,194 | $6.6M |
| Caliber Wealth Management, LLC / KS | 0.89% | — | 131,283 | $6.5M |
| SigFig Wealth Management, LLC | 0.23% | Reduce -4.4% | 130,996 | $6.5M |
| Bristlecone Advisors, LLC | 0.52% | Add +6.0% | 129,476 | $6.4M |
| Moody National Bank Trust Division | 0.66% | Add +164.9% | 128,114 | $6.4M |
| Genesis Private Wealth, LLC | 3.35% | Add +7.9% | 127,304 | $6.3M |
| Seeds Investor LLC | 1.77% | Add +790.6% | 127,293 | $6.3M |
| AQR Capital Management | 0.01% | Add +255.6% | 125,935 | $6.2M |
| Vishria Bird Financial Group, LLC | 2.07% | Reduce -0.5% | 123,027 | $6.1M |
| Geneos Wealth Management Inc. | 0.20% | Add +74.8% | 122,326 | $6.1M |
| Cooper/Haims Advisors, LLC | 3.26% | Reduce -0.1% | 121,165 | $6.0M |
| Citigroup Inc. | 0.00% | Reduce -12.1% | 120,947 | $6.0M |
| Principal Securities, Inc. | 0.13% | No change | 119,105 | $6.0M |
| JNBA Financial Advisors | 0.61% | Reduce -3.1% | 119,422 | $5.9M |
| Capital Investment Services of America, Inc. | 0.60% | No change | 119,380 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.09% | New | 119,194 | $5.9M |
| Atria Investments, Inc | 0.07% | Reduce -38.8% | 117,314 | $5.8M |
| Townsquare Capital LLC | 0.06% | Reduce -1.8% | 116,728 | $5.8M |
| Liberty Capital Management, Inc. | 1.27% | Add +4.3% | 115,257 | $5.7M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -0.9% | 113,968 | $5.7M |
| Flow Traders U.S. LLC | 0.24% | New | 112,944 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -9.8% | 112,839 | $5.6M |
| Stage Harbor Financial, LLC | 4.72% | No change | 112,333 | $5.6M |
| Dynasty Wealth Management, LLC | 0.09% | Add +2.7% | 112,095 | $5.6M |
| Paragon Capital Management Ltd | 1.14% | Reduce -0.3% | 111,798 | $5.5M |
| Wealthcare Advisory Partners LLC | 0.15% | Reduce -5.7% | 110,981 | $5.5M |
| American Financial & Tax Strategies Inc. | 2.96% | Add +3.0% | 110,917 | $5.5M |
| McNamara Financial Services, Inc. | 1.18% | Add +1.5% | 110,909 | $5.5M |
| Ascent Group, LLC | 0.23% | Add +1394.3% | 109,486 | $5.4M |
| One Degree Advisors Inc | 2.23% | Add +91.5% | 109,342 | $5.4M |
| Mayflower Financial Advisors, LLC | 0.82% | Add +7.8% | 108,557 | $5.4M |
| CW Advisors, LLC | 0.06% | Add +8.3% | 108,499 | $5.4M |
| Mason & Associates, LLC | 1.55% | Reduce -20.4% | 108,353 | $5.4M |
| Stonebridge Capital Advisors LLC | 0.44% | Add +4.1% | 108,138 | $5.4M |
| Chesley Taft & Associates LLC | 0.26% | Add +5.7% | 108,005 | $5.4M |
| Rockwood Wealth Management, LLC | 0.54% | Reduce -40.8% | 107,577 | $5.3M |
| Values Added Financial LLC | 2.96% | Reduce -9.5% | 107,437 | $5.3M |
| Brandywine Oak Private Wealth LLC | 0.52% | Reduce -5.7% | 106,284 | $5.3M |
| Betterment LLC | 0.01% | Add +53.3% | 105,892 | $5.3M |
| Graves Light Lenhart Wealth, Inc. | 0.64% | Add +14.8% | 105,294 | $5.2M |
| Nwam LLC | 0.45% | Reduce -25.4% | 104,449 | $5.2M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -1.8% | 104,151 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +197.5% | 102,477 | $5.1M |
| Yeomans Consulting Group, Inc. | 1.96% | Add +6.9% | 102,436 | $5.1M |
| Prairieview Wealth Partners, LLC | 6.21% | Add +0.3% | 102,322 | $5.1M |
| Hanson & Doremus Investment Management | 0.74% | Add +17.2% | 102,285 | $5.1M |
| Eagle Rock Investment Company, LLC | 0.87% | Add +5.4% | 102,015 | $5.1M |
| MAI Capital Management | 0.04% | Add +8.1% | 101,836 | $5.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.90% | Reduce -9.6% | 100,108 | $5.0M |
| Patriot Investment Management Group, Inc. | 0.37% | Add +5.9% | 99,966 | $5.0M |
| Kelman-Lazarov, Inc. | 0.90% | Add +16.3% | 99,659 | $4.9M |
| Element Pointe Advisors, LLC | 1.19% | Reduce -1.2% | 98,220 | $4.9M |
| RFG Advisory, LLC | 0.13% | Reduce -43.3% | 97,871 | $4.9M |
| Benchmark Wealth Management, LLC | 2.34% | Reduce -0.8% | 97,390 | $4.8M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -3.2% | 97,062 | $4.8M |
| Manuka Financial, LLC | 3.11% | Reduce -2.1% | 96,886 | $4.8M |
| Dravo Bay LLC | 2.53% | Reduce -5.8% | 96,367 | $4.8M |
| Burt Wealth Advisors | 1.19% | Add +0.7% | 95,838 | $4.8M |
| Retirement Investment Advisors, Inc. | 0.48% | Reduce -0.1% | 95,301 | $4.7M |
| Florida Trust Wealth Management Co | 0.15% | Add +27.9% | 94,716 | $4.7M |
| Meridian Wealth Partners, LLC | 0.75% | No change | 94,648 | $4.7M |
| Motive Wealth Advisors | 2.50% | Add +61.0% | 94,219 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.86% | Add +0.1% | 94,178 | $4.7M |
| Wealth Alliance, LLC | 0.56% | Add +31.5% | 93,927 | $4.7M |
| Vermillion Wealth Management, Inc. | 1.39% | Add +1.1% | 93,863 | $4.7M |
| Traction Financial Partners, LLC | 3.61% | Reduce -5.8% | 93,186 | $4.6M |
| WealthCollab, LLC | 2.85% | Add +1.3% | 92,662 | $4.6M |
| Bowman & Co S.C. | 2.27% | Reduce -3.0% | 92,648 | $4.6M |
| Pure Portfolios Holdings LLC | 1.69% | Reduce -7.3% | 92,615 | $4.6M |
| Stokes Family Office, LLC | 0.51% | Reduce -28.8% | 91,669 | $4.5M |
| High Falls Advisors, Inc | 1.06% | Reduce -3.8% | 91,321 | $4.5M |
| Advisor Resource Council | 0.36% | New | 91,570 | $4.5M |
| Benjamin Edwards Inc. | 0.06% | Add +0.1% | 90,451 | $4.5M |
| Equita Financial Network, Inc. | 1.57% | Reduce -12.1% | 90,321 | $4.5M |
| Capstone Financial Advisors, Inc. | 0.28% | Reduce -9.7% | 90,066 | $4.5M |
| Fidelis Capital Partners, LLC | 0.47% | Reduce -15.9% | 91,002 | $4.4M |
| TPG Financial Advisors, LLC | 1.95% | Add +31.7% | 88,864 | $4.4M |
| IFP Advisors, Inc | 0.13% | Reduce -9.1% | 87,434 | $4.3M |
| DAVENPORT & Co LLC | 0.03% | Add +10.3% | 87,296 | $4.3M |
| PrairieView Partners, LLC | 0.45% | Add +33.5% | 87,156 | $4.3M |
| SageView Advisory Group, LLC | 0.18% | Reduce -0.9% | 86,729 | $4.3M |
| TD Capital Management LLC | 0.44% | Add +3.5% | 86,633 | $4.3M |
| Fisher Asset Management | 0.00% | Add +17.2% | 86,087 | $4.3M |
| Westover Capital Advisors, LLC | 0.95% | Reduce -2.0% | 85,994 | $4.3M |
| Simon Quick Advisors, LLC | 0.24% | Reduce -8.8% | 85,731 | $4.3M |
| McAdam, LLC | 0.26% | Reduce -28.9% | 85,660 | $4.3M |
| Vested Financial Planning, LLC | 4.24% | Add +0.4% | 85,568 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.44% | Add +2.8% | 85,551 | $4.2M |
| Capital Advisors Wealth Management, LLC | 0.75% | Add +9.9% | 85,001 | $4.2M |
| Watershed Private Wealth LLC | 1.68% | Add +38.5% | 84,820 | $4.2M |
| Gleason Group, Inc. | 0.76% | New | 84,561 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +30.9% | 84,127 | $4.2M |
| Baker Avenue Asset Management, LP | 0.13% | Add +11.0% | 84,111 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -60.9% | 83,670 | $4.2M |
| Invst, LLC | 0.56% | Reduce -21.5% | 83,032 | $4.1M |
| Eaton Financial Holdings Company, LLC | 1.70% | New | 82,717 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Add +6.6% | 82,716 | $4.1M |
| VSM Wealth Advisory, LLC | 1.47% | Reduce -1.5% | 82,599 | $4.1M |
| McNaughton Wealth Management, LLC | 1.99% | Add +5.4% | 82,596 | $4.1M |
| Cherry Tree Wealth Management, LLC | 0.97% | Add +1.2% | 81,047 | $4.0M |
| Quantinno Capital Management LP | 0.03% | Add +772.7% | 80,820 | $4.0M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +333.8% | 80,463 | $4.0M |
| IHT Wealth Management, LLC | 0.12% | Add +1.6% | 80,244 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.46% | Add +7.9% | 79,941 | $4.0M |
| Financial Guidance Group, Inc. | 2.14% | Reduce -1.9% | 79,804 | $4.0M |
| Morningstar Investment Services LLC | 0.72% | Reduce -45.8% | 78,929 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.56% | Reduce -6.5% | 78,471 | $3.9M |
| K2 Financial Inc. | 3.81% | Add +11.0% | 80,229 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.9% | 77,787 | $3.9M |
| High Probability Advisors, LLC | 0.64% | Add +88.5% | 77,727 | $3.9M |
| First American Trust, FSB | 0.35% | Add +13.2% | 77,409 | $3.8M |
| Vannoy Advisory Group, Inc. | 2.83% | Add +7.7% | 77,045 | $3.8M |
| Pinnacle Associates Ltd. | 0.06% | Add +2.6% | 76,883 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | No change | 75,261 | $3.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +2.8% | 76,100 | $3.8M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -35.8% | 75,759 | $3.8M |
| Steele Capital Management, Inc. | 0.19% | No change | 75,305 | $3.7M |
| Sepio Capital, LP | 0.29% | Reduce -9.9% | 74,996 | $3.7M |
| Gutierrez Wealth Advisory, LLC | 3.01% | Reduce -4.3% | 74,664 | $3.7M |
| FourThought Financial Partners, LLC | 0.39% | Add +10.4% | 74,422 | $3.7M |
| Shade Tree Advisors LLC | 3.65% | Add +2.9% | 74,206 | $3.7M |
| Financial Life Advisors | 1.37% | Reduce -13.3% | 73,865 | $3.7M |
| Hassell Wealth Management, LLC | 1.56% | Add +10.4% | 75,473 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +206.1% | 73,717 | $3.7M |
| Insight Wealth Strategies, LLC | 0.49% | Add +2.7% | 73,647 | $3.7M |
| My Legacy Advisors, LLC | 1.40% | Add +14.3% | 72,917 | $3.6M |
| Legacy PCG, LLC | 2.54% | Add +7.2% | 72,527 | $3.6M |
| WBH Advisory Inc. | 0.33% | Reduce -5.3% | 71,876 | $3.6M |
| RiverGlades Family Offices LLC | 2.55% | Reduce -1.7% | 71,453 | $3.5M |
| Timonier Family Office, LTD. | 1.56% | Reduce -2.5% | 70,887 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +7.5% | 70,860 | $3.5M |
| Tortoise Investment Management, LLC | 0.36% | Reduce -1.1% | 70,240 | $3.5M |
| Capital Asset Advisory Services LLC | 0.17% | Add +4.3% | 69,008 | $3.4M |
| Brown Wealth Management, LLC | 1.17% | Reduce -22.9% | 68,794 | $3.4M |
| Diversified Enterprises, LLC | 0.29% | Add +609.3% | 68,764 | $3.4M |
| OLIO Financial Planning | 1.17% | Reduce -1.0% | 68,256 | $3.4M |
| Mustard Seed Financial, LLC | 2.71% | Add +15.4% | 67,837 | $3.4M |
| Vicus Capital | 0.31% | Reduce -2.4% | 67,548 | $3.4M |
| Steph & Co. | 1.20% | Reduce -2.3% | 67,489 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.23% | Add +1.8% | 67,231 | $3.3M |
| Moneywise, Inc. | 1.76% | Reduce -21.0% | 67,147 | $3.3M |
| Creative Financial Designs Inc. | 0.26% | Reduce -4.8% | 66,835 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -13.9% | 66,001 | $3.3M |
| Advyzon Investment Management, LLC | 1.15% | Reduce -16.1% | 65,457 | $3.2M |
| Integrated Advisors Network LLC | 0.16% | Reduce -52.0% | 65,069 | $3.2M |
| Glenview Trust Co | 0.06% | Add +118.9% | 65,035 | $3.2M |
| Meridian Wealth Management, LLC | 0.16% | Add +2.7% | 64,935 | $3.2M |
| Rockbridge Investment Management, LCC | 0.38% | Add +13.2% | 64,838 | $3.2M |
| May Hill Capital, LLC | 1.20% | Reduce -0.2% | 64,349 | $3.2M |
| Detalus Advisors, LLC | 1.00% | Add +9.9% | 64,264 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.65% | Reduce -0.3% | 64,200 | $3.2M |
| Edgestream Partners, L.P. | 0.11% | Add +8.9% | 63,922 | $3.2M |
| Shared Vision Wealth Group LLC | 1.73% | Add +0.5% | 63,811 | $3.2M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -3.1% | 64,370 | $3.2M |
| Spire Wealth Management | 0.10% | Reduce -6.2% | 63,634 | $3.2M |
| William Mack & Associates, Inc. | 2.69% | Add +25.7% | 63,341 | $3.1M |
| Savvy Advisors, Inc. | 0.32% | Add +18.0% | 63,323 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.21% | Reduce -42.8% | 63,291 | $3.1M |
| Galvin, Gaustad & Stein, LLC | 0.28% | Reduce -6.8% | 62,717 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.28% | Reduce -7.1% | 62,690 | $3.1M |
| Verus Wealth Management, LLC | 3.41% | Reduce -3.2% | 62,645 | $3.1M |
| Sterling Financial Planning, Inc. | 1.12% | Reduce -0.1% | 62,394 | $3.1M |
| American Investment Services, Inc. | 0.54% | Reduce -2.3% | 62,391 | $3.1M |
| Chatham Capital Group, Inc. | 0.51% | Add +18.4% | 61,915 | $3.1M |
| Compass Advisory Group LLC | 1.06% | Reduce -33.6% | 61,525 | $3.1M |
| Linscomb Wealth, Inc. | 0.15% | Add +21.1% | 60,847 | $3.0M |
| Bailard, Inc. | 0.08% | Reduce -36.6% | 60,737 | $3.0M |
| Great Waters Wealth Management | 0.42% | Reduce -10.9% | 60,475 | $3.0M |
| Visionary Wealth Advisors | 0.18% | Add +3.1% | 60,089 | $3.0M |
| Phillips Financial Management, LLC | 0.23% | Reduce -1.3% | 60,067 | $3.0M |
| Hancock Whitney Corp. | 0.10% | Reduce -0.8% | 59,773 | $3.0M |
| BCGM Wealth Management, LLC | 0.91% | Add +51.7% | 59,556 | $3.0M |
| Sonata Capital Group Inc. | 1.28% | Reduce -5.8% | 59,180 | $2.9M |
| Cambridge Associates LLC /Ma/ | 0.08% | No change | 59,172 | $2.9M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -1.2% | 59,121 | $2.9M |
| Rede Wealth, LLC | 1.03% | Add +20.3% | 58,775 | $2.9M |
| Sellwood Investment Partners LLC | 1.52% | Add +22.2% | 58,733 | $2.9M |
| RCS Financial Planning, LLC | 1.54% | Reduce -12.9% | 58,701 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -5.3% | 58,673 | $2.9M |
| HUB Investment Partners, LLC | 0.12% | Add +0.4% | 58,650 | $2.9M |
| Flputnam Investment Management Co. | 0.05% | Reduce -18.8% | 58,357 | $2.9M |
| Forum Financial Management, LP | 0.05% | Reduce -56.5% | 57,602 | $2.9M |
| SP Asset Management LLC | 0.25% | Reduce -13.3% | 57,598 | $2.9M |
| Signaturefd, LLC | 0.05% | Reduce -6.6% | 57,262 | $2.8M |
| Planwiser Financial, LLC | 2.57% | — | 57,874 | $2.8M |
| Catalyst Private Wealth, LLC | 1.37% | Add +488.4% | 56,857 | $2.8M |
| Collective Family Office LLC | 0.76% | Add +3.0% | 56,625 | $2.8M |
| Washington Trust Advisors, Inc. | 0.25% | Add +24.2% | 56,422 | $2.8M |
| Cannon Financial Strategists, Inc. | 0.48% | Add +3.1% | 56,327 | $2.8M |
| Theory Financial LLC | 1.18% | Add +66.5% | 56,138 | $2.8M |
| TPG Advisors LLC | 2.19% | Add +2.7% | 56,116 | $2.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.57% | Reduce -1.4% | 55,897 | $2.8M |
| Meeder Advisory Services, Inc. | 0.17% | Reduce -96.7% | 55,820 | $2.8M |
| GEN Financial Management, INC. | 1.87% | Reduce -13.7% | 55,702 | $2.8M |
| Integrity Wealth Solutions LLC | 1.50% | Reduce -2.8% | 55,694 | $2.8M |
| Pacific Point Advisors, LLC | 1.51% | No change | 54,898 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.35% | Add +4.7% | 54,866 | $2.7M |
| Fulton Bank, N.A. | 0.11% | Reduce -6.1% | 54,830 | $2.7M |
| Transcend Capital Advisors, LLC | 0.20% | Add +1.6% | 54,709 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | New | 54,490 | $2.7M |
| Marcum Wealth, LLC | 0.23% | Reduce -11.5% | 54,483 | $2.7M |
| Ashton Thomas Securities, LLC | 0.75% | Add +3.2% | 54,441 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -87.9% | 54,224 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -87.9% | 54,224 | $2.7M |
| Neumann Capital Management, LLC | 0.92% | No change | 53,800 | $2.7M |
| BTG Pactual Asset Management US LLC | 0.35% | Add +187.5% | 53,771 | $2.7M |
| Assetmark, Inc. | 0.01% | Reduce -25.4% | 53,720 | $2.7M |
| Accredited Investor Services, LLC | 2.22% | Add +66.1% | 53,664 | $2.7M |
| Bessemer Group Inc. | 0.00% | No change | 53,568 | $2.7M |
| Cary Street Partners Financial LLC | 0.08% | No change | 53,525 | $2.7M |
| Allodium Investment Consultants, LLC | 1.94% | Add +2.3% | 52,942 | $2.6M |
| Arax Advisory Partners | 0.17% | Add +13.7% | 51,885 | $2.6M |
| Sunesis Advisors, LLC | 1.39% | Reduce -0.4% | 51,727 | $2.6M |
| Canopy Partners, LLC | 1.00% | Reduce -8.4% | 51,660 | $2.6M |
| Simplicity Wealth,LLC | 0.20% | Add +143.7% | 51,187 | $2.5M |
| First Merchants Corp. | 0.10% | Reduce -0.8% | 51,095 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Reduce -50.6% | 50,829 | $2.5M |
| C M Bidwell & Associates Ltd. | 1.52% | Reduce -24.7% | 50,859 | $2.5M |
| Acima Private Wealth, LLC | 0.89% | Reduce -6.1% | 49,917 | $2.5M |
| Grand Wealth Management, LLC | 1.35% | Reduce -26.0% | 49,490 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.3% | 49,441 | $2.5M |
| Wrenne Financial Planning LLC | 1.30% | Add +4.4% | 49,393 | $2.5M |
| Pure Financial Advisors, LLC | 0.05% | Add +44.1% | 48,750 | $2.4M |
| FDx Advisors, Inc. | 0.79% | Reduce -6.1% | 48,682 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.38% | No change | 48,204 | $2.4M |
| Opes Wealth Management LLC | 0.48% | Add +4.5% | 47,559 | $2.4M |
| Financial Strategies Group, Inc. | 0.56% | Add +7.0% | 48,510 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +27.8% | 46,851 | $2.3M |
| First Pacific Financial | 0.47% | Add +12.6% | 46,817 | $2.3M |
| Main Street Financial Solutions, LLC | 0.20% | Add +6.6% | 46,593 | $2.3M |
| VestGen Advisors, LLC | 0.10% | — | 46,226 | $2.3M |
| Retirement Planning Group, LLC | 0.11% | New | 46,177 | $2.3M |
| L.K. Benson & Company, P.C. | 1.56% | Add +12.3% | 45,356 | $2.3M |
| Country Club Bank | 0.15% | Reduce -3.7% | 44,426 | $2.2M |
| Avid Wealth Partners LLC | 1.48% | Reduce -19.2% | 43,931 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -14.9% | 43,836 | $2.2M |
| Commerce Bank | 0.01% | Add +10.1% | 43,819 | $2.2M |
| GW&K Investment Management, LLC | 0.02% | Add +271.9% | 43,680 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -22.7% | 43,551 | $2.2M |
| Snider Financial Group | 0.70% | Add +30.6% | 43,420 | $2.2M |
| Glassy Mountain Advisors, Inc. | 0.76% | Add +7.8% | 43,061 | $2.1M |
| Plum Street Advisors, LLC | 1.02% | Reduce -2.4% | 42,843 | $2.1M |
| Sand Hill Global Advisors, LLC | 0.09% | Reduce -40.9% | 42,186 | $2.1M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -13.3% | 42,168 | $2.1M |
| Meredith Wealth Planning | 0.92% | Add +10.3% | 41,829 | $2.1M |
| Sargent Investment Group, LLC | 0.33% | Add +36.1% | 41,047 | $2.0M |
| Glen Eagle Advisors, LLC | 0.34% | Reduce -10.2% | 40,942 | $2.0M |
| Evolution Wealth Advisors, LLC | 0.34% | No change | 40,792 | $2.0M |
| Kuhn & Co Investment Counsel | 1.70% | Add +5.9% | 40,720 | $2.0M |
| Precedent Wealth Partners, LLC | 0.56% | Add +56.0% | 40,635 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -9.4% | 40,233 | $2.0M |
| Watchman Group, Inc. | 0.56% | Reduce -15.4% | 40,154 | $2.0M |
| Wheelhouse Advisory Group LLC | 1.14% | Add +9.5% | 40,081 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -22.7% | 39,959 | $2.0M |
| Boyd Wealth Management, LLC | 0.98% | Add +30.9% | 39,802 | $2.0M |
| Sage Rhino Capital LLC | 0.46% | Add +5.8% | 39,794 | $2.0M |
| Laurel Wealth Advisors LLC | 0.31% | Add +1.9% | 39,673 | $2.0M |
| Sincerus Advisory, LLC | 2.08% | Reduce -0.6% | 39,653 | $2.0M |
| CPR Investments Inc. | 1.74% | New | 39,600 | $2.0M |
| Financial Freedom, LLC | 1.13% | Reduce -41.3% | 39,537 | $2.0M |
| Mullooly Asset Management, Inc. | 0.89% | — | 39,521 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Add +10.6% | 39,336 | $2.0M |
| St Germain D J Co. Inc. | 0.09% | Add +21.1% | 39,059 | $1.9M |
| Breakwater Capital Group | 0.35% | Reduce -15.5% | 39,042 | $1.9M |
| Financial Counselors Inc. | 0.03% | Reduce -0.0% | 38,850 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -7.3% | 38,843 | $1.9M |
| Certior Financial Group, LLC | 1.59% | Add +48.5% | 38,674 | $1.9M |
| Naples Global Advisors, LLC | 0.18% | Add +2.1% | 38,558 | $1.9M |
| Golden Bell Financial Planning LLC | 1.84% | Add +3.0% | 38,109 | $1.9M |
| SwitchPoint Financial Planning, LLC | 1.78% | Add +0.0% | 37,767 | $1.9M |
| Eagle Global Advisors LLC | 0.08% | Reduce -12.9% | 37,640 | $1.9M |
| Financial Architects, LLC | 1.19% | Add +28.1% | 37,615 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.61% | Reduce -7.7% | 37,557 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.05% | No change | 37,500 | $1.9M |
| Stephens Inc. | 0.03% | Add +3.6% | 37,429 | $1.9M |
| Oak Wealth Advisors LLC | 1.37% | Add +32.6% | 37,424 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +0.9% | 37,403 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.66% | Add +5.5% | 37,179 | $1.8M |
| Black Diamond Financial, LLC | 0.28% | No change | 36,967 | $1.8M |
| Hilltop Partners LLC | 0.62% | Add +0.2% | 36,951 | $1.8M |
| Proffitt & Goodson Inc. | 0.30% | Add +49.4% | 36,883 | $1.8M |
| Mattern Capital Management, LLC | 0.23% | Reduce -3.1% | 36,881 | $1.8M |
| Petra Financial Advisors Inc. | 1.50% | Add +22.3% | 36,813 | $1.8M |
| Wealth Alliance Advisory Group, LLC | 0.38% | Add +12.2% | 36,782 | $1.8M |
| Freestone Capital Holdings, LLC | 0.07% | Add +3.5% | 36,651 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.9% | 37,463 | $1.8M |
| Founders Grove Wealth Partners, LLC | 0.50% | Add +11.5% | 36,396 | $1.8M |
| HHM Wealth Advisors, LLC | 0.24% | Add +3.6% | 36,358 | $1.8M |
| Highline Wealth Partners LLC | 0.61% | Add +0.5% | 36,287 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -90.1% | 36,189 | $1.8M |
| Everhart Financial Group, Inc. | 0.24% | Add +5.5% | 36,096 | $1.8M |
| Busey Bank | 0.06% | Reduce -17.8% | 35,922 | $1.8M |
| Twele Capital Management, Inc. | 0.38% | Reduce -0.1% | 35,693 | $1.8M |
| McIlrath & Eck, LLC | 0.22% | Reduce -6.3% | 35,525 | $1.8M |
| Rialto Wealth Management, LLC | 0.55% | Reduce -2.7% | 35,391 | $1.8M |
| Ssa Swiss Advisors AG | 0.90% | — | 35,252 | $1.7M |
| Millennium Management | 0.00% | Add +261.3% | 34,585 | $1.7M |
| Financial Connections Group, Inc. | 0.77% | Reduce -33.5% | 34,362 | $1.7M |
| Regal Investment Advisors LLC | 0.14% | Add +7.6% | 34,108 | $1.7M |
| Aletheian Wealth Advisors LLC | 0.95% | Reduce -2.6% | 34,071 | $1.7M |
| Note Advisors, LLC | 1.38% | Reduce -8.3% | 33,694 | $1.7M |
| GSG Advisors LLC | 0.55% | Add +5.4% | 34,408 | $1.7M |
| Regimen Wealth, LLC | 0.54% | Reduce -4.1% | 33,560 | $1.7M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -34.2% | 33,346 | $1.7M |
| Stone Summit Wealth LLC | 0.56% | Reduce -4.4% | 33,140 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.3% | 32,871 | $1.6M |
| Culbertson A N & Co. Inc. | 0.26% | Add +6.2% | 32,700 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -28.6% | 32,692 | $1.6M |
| Brewster Financial Planning LLC | 1.20% | Add +35.7% | 32,660 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.22% | Reduce -6.2% | 32,583 | $1.6M |
| Davis Wealth Advisors, LLC | 1.81% | Reduce -8.9% | 32,247 | $1.6M |
| Oak Hill Wealth Advisors, LLC | 0.37% | No change | 32,094 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +55.9% | 32,688 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | New | 32,026 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.67% | No change | 31,824 | $1.6M |
| Transce3nd, LLC | 0.70% | Reduce -18.4% | 31,695 | $1.6M |
| Revolve Wealth Partners, LLC | 0.23% | Add +132.5% | 31,669 | $1.6M |
| Modern Wealth Management, LLC | 0.05% | Reduce -8.6% | 31,565 | $1.6M |
| Brio Consultants, LLC | 0.24% | Reduce -34.3% | 31,365 | $1.6M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Reduce -13.2% | 31,358 | $1.6M |
| Middleton & Co. Inc. | 0.18% | Reduce -14.3% | 31,100 | $1.5M |
| Cypress Wealth Services, LLC | 0.31% | Reduce -1.9% | 31,099 | $1.5M |
| First Citizens Bank & Trust Co. | 0.04% | Add +0.8% | 30,833 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 30,327 | $1.5M |
| Optas, LLC | 0.26% | Add +81.7% | 30,288 | $1.5M |
| Souders Financial Advisors | 0.21% | Add +0.6% | 30,153 | $1.5M |
| Leeward Financial Partners, LLC | 0.55% | Add +3.2% | 29,930 | $1.5M |
| Choreo, LLC | 0.02% | Add +52.4% | 29,928 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -1.0% | 29,637 | $1.5M |
| Journey Beyond Wealth, LLC | 1.37% | Reduce -15.2% | 29,592 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.0% | 29,303 | $1.5M |
| Act Wealth Management, LLC | 0.66% | Add +210.5% | 29,500 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.52% | Reduce -7.1% | 29,405 | $1.5M |
| World Investment Advisors | 0.04% | Add +28.9% | 29,365 | $1.5M |
| Verdence Capital Advisors LLC | 0.11% | Add +6.5% | 29,202 | $1.4M |
| Penney Financial, LLC | 0.95% | Add +4.0% | 29,124 | $1.4M |
| W Advisors, LLC | 0.90% | Add +4.8% | 28,813 | $1.4M |
| Life Planning Partners, Inc | 1.29% | Add +3.6% | 28,687 | $1.4M |
| Aveo Capital Partners, LLC | 0.24% | Reduce -69.0% | 28,993 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 28,614 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -7.0% | 28,481 | $1.4M |
| RFP Financial Group LLC | 0.57% | Reduce -9.9% | 28,427 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 28,284 | $1.4M |
| Maia Wealth LLC | 0.32% | Reduce -6.0% | 28,915 | $1.4M |
| Burney Co./ | 0.05% | Add +31.3% | 28,162 | $1.4M |
| Continuum Advisory, LLC | 0.18% | Reduce -5.1% | 28,097 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.82% | No change | 28,000 | $1.4M |
| Legacy Financial Advisors, Inc. | 0.23% | Reduce -3.1% | 27,940 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.46% | No change | 27,648 | $1.4M |
| Columbus Macro, LLC | 0.18% | Add +4.9% | 27,708 | $1.4M |
| Core Wealth Advisors, Inc. | 0.44% | Reduce -6.3% | 27,573 | $1.4M |
| Von Berge Wealth Management Group, LLC | 0.88% | Add +0.3% | 27,929 | $1.4M |
| Kings Path Partners LLC | 0.66% | Reduce -16.9% | 27,366 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -10.7% | 27,786 | $1.4M |
| WealthShield Partners, LLC | 0.17% | Add +31.9% | 27,307 | $1.4M |
| TSA Wealth Managment LLC | 0.54% | New | 27,179 | $1.3M |
| Windward Private Wealth Management Inc. | 0.52% | Add +0.3% | 27,014 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.36% | Add +36.9% | 26,929 | $1.3M |
| Howe & Rusling Inc. | 0.11% | Add +0.5% | 26,891 | $1.3M |
| Bernardo Wealth Planning LLC | 0.32% | Add +0.5% | 26,823 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -10.6% | 26,797 | $1.3M |
| Capital Insight Partners, LLC | 0.23% | Add +0.6% | 26,649 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -3.8% | 26,618 | $1.3M |
| Apexium Financial, LP | 0.08% | Add +0.8% | 26,555 | $1.3M |
| Intergy Private Wealth, LLC | 0.50% | Reduce -5.6% | 26,372 | $1.3M |
| Ethos Financial Group, LLC | 0.13% | Reduce -17.6% | 26,247 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.23% | Reduce -26.8% | 26,201 | $1.3M |
| Strategic Financial Services, Inc. | 0.08% | Add +31.4% | 26,162 | $1.3M |
| Perennial Advisors, LLC | 0.26% | Reduce -3.8% | 26,050 | $1.3M |
| MCF Advisors LLC | 0.09% | Add +537.0% | 26,048 | $1.3M |
| American National Bank & Trust | 0.14% | Add +193.0% | 25,934 | $1.3M |
| Magnolia Private Wealth, LLC | 1.08% | Add +4.4% | 25,635 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.2% | 25,570 | $1.3M |
| Forum Private Client Group LLC | 0.55% | Add +9.0% | 25,333 | $1.3M |
| Heritage Financial Services, LLC | 0.12% | Reduce -0.1% | 25,324 | $1.3M |
| LJI Wealth Management, LLC | 0.25% | Reduce -1.0% | 25,319 | $1.3M |
| Truepoint, Inc. | 0.03% | Add +512.1% | 25,181 | $1.2M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.9% | 25,120 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +22.0% | 25,012 | $1.2M |
| Harbour Investment Management LLC | 0.56% | No change | 24,945 | $1.2M |
| Centurion Wealth Management LLC | 0.39% | No change | 24,687 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Add +12.7% | 24,635 | $1.2M |
| Verisail Partners, LLC | 0.56% | No change | 24,544 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.10% | No change | 24,226 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -11.3% | 24,723 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.35% | Reduce -21.6% | 24,296 | $1.2M |
| Prestige Wealth Management Group LLC | 0.26% | Reduce -64.6% | 24,172 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | No change | 24,130 | $1.2M |
| Titan Global Capital Management USA LLC | 0.25% | Add +12.4% | 24,076 | $1.2M |
| Aviance Capital Partners, LLC | 0.17% | Add +5.1% | 23,870 | $1.2M |
| Human Investing LLC | 0.21% | Add +7.4% | 23,842 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.39% | Reduce -14.1% | 23,810 | $1.2M |
| TriaGen Wealth Management LLC | 0.41% | No change | 23,301 | $1.2M |
| 1834 Investment Advisors Co. | 0.15% | Add +2.7% | 23,210 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +20.8% | 23,007 | $1.1M |
| Lakewood Asset Management LLC | 0.76% | Add +0.5% | 22,792 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | Add +10.2% | 22,550 | $1.1M |
| Taylor Hoffman Capital Management LLC | 0.41% | Reduce -1.6% | 22,440 | $1.1M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -2.4% | 22,461 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +1.1% | 22,401 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +0.1% | 22,462 | $1.1M |
| Insigneo Advisory Services, LLC | 0.11% | Add +4.8% | 22,279 | $1.1M |
| Mason & Associates Inc | 0.27% | Reduce -32.9% | 22,064 | $1.1M |
| Hanover Advisors Inc. | 0.47% | Add +9.3% | 21,791 | $1.1M |
| Conquis Financial LLC | 1.12% | Add +143.7% | 21,777 | $1.1M |
| Tenon Financial LLC | 0.66% | Add +22.7% | 21,646 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.21% | Reduce -0.3% | 21,611 | $1.1M |
| Compass Financial Group, INC | 0.20% | Add +7.5% | 21,598 | $1.1M |
| Consilio Wealth Advisors, LLC | 0.45% | New | 21,493 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +2.2% | 21,413 | $1.1M |
| Presilium Private Wealth, LLC | 0.24% | Add +2.0% | 21,186 | $1.1M |
| FC Advisory LLC | 0.35% | Reduce -6.6% | 21,158 | $1.0M |
| Northstar Group, Inc. | 0.18% | Reduce -6.2% | 20,967 | $1.0M |
| LVW Advisors, LLC | 0.13% | Reduce -17.7% | 20,952 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 20,173 | $1.0M |
| PFW Advisors LLC | 0.32% | No change | 20,717 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +31.5% | 20,704 | $1.0M |
| Croban | 0.94% | Add +11.3% | 20,585 | $1.0M |
| Norden Group LLC | 0.12% | No change | 20,553 | $1.0M |
| FFT Wealth Management LLC | 0.21% | Reduce -55.0% | 20,540 | $1.0M |
| Cranbrook Wealth Management, LLC | 0.24% | Add +36.9% | 20,526 | $1.0M |
| Columbia Bank | 0.35% | No change | 20,430 | $1.0M |
| Eaton-Cambridge Inc. | 0.44% | New | 20,423 | $1.0M |
| Lodestar Private Asset Management LLC | 0.13% | Add +6.4% | 20,386 | $1.0M |
| Boxwood Ventures, Inc. | 1.44% | No change | 20,380 | $1.0M |
| Long Island Wealth Management, Inc. | 0.61% | Add +2.3% | 20,346 | $1.0M |
| Navalign, LLC | 0.29% | Add +62.8% | 20,339 | $1.0M |
| Apeiron RIA LLC | 0.30% | Reduce -18.9% | 20,245 | $1.0M |
| Lokken Investment Group LLC | 0.42% | Add +1.5% | 20,183 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -11.4% | 20,041 | $994K |
| Firethorn Wealth Partners, LLC | 0.47% | Reduce -16.6% | 19,813 | $983K |
| Keyvantage Wealth, LLC | 0.48% | Reduce -40.0% | 19,752 | $980K |
| Wolff Financial Management LLC | 0.27% | Add +0.2% | 19,669 | $976K |
| Continuum Wealth Advisors, LLC | 0.50% | Reduce -12.1% | 19,594 | $972K |
| James Investment Research, Inc. | 0.12% | Reduce -29.7% | 19,570 | $971K |
| Sax Wealth Advisors, LLC | 0.07% | Add +3.2% | 19,499 | $968K |
| Roof Eidam Maycock Peralta, LLC | 0.26% | Reduce -5.4% | 19,496 | $967K |
| PFG Investments, LLC | 0.06% | Add +4.2% | 19,495 | $967K |
| High Net Worth Advisory Group LLC | 0.27% | Reduce -1.7% | 19,493 | $967K |
| Bear Mountain Capital, Inc. | 0.37% | Add +1216.8% | 19,713 | $966K |
| Parkside Financial Bank & Trust | 0.12% | Add +381.0% | 19,434 | $964K |
| Farrell Financial LLC | 0.70% | Add +0.1% | 19,354 | $960K |
| Charles Schwab Trust Co | 0.08% | New | 19,311 | $958K |
| MIdWestOne Financial Group, Inc. | 0.14% | No change | 19,310 | $958K |
| Wetzel Investment Advisors, Inc. | 0.48% | Reduce -0.1% | 19,263 | $956K |
| Revisor Wealth Management LLC | 0.42% | Add +108.4% | 19,148 | $950K |
| Landaas & Co. /Wi | 0.26% | Add +14.3% | 19,107 | $948K |
| Eclectic Associates Inc. | 0.25% | Reduce -0.7% | 19,063 | $946K |
| SouthState Bank Corp | 0.04% | New | 18,902 | $938K |
| Peregrine Asset Advisers, Inc. | 0.35% | Reduce -3.8% | 18,884 | $937K |
| Wells Financial Advisors INC | 1.29% | No change | 18,880 | $937K |
| Prospect Financial Services LLC | 0.52% | Add +4.3% | 18,876 | $937K |
| Cutler Investment Counsel LLC | 0.11% | No change | 18,874 | $937K |
| United Advisor Group, LLC | 0.19% | Add +0.3% | 18,859 | $936K |
| Grey Fox Wealth Advisors, LLC | 0.25% | Add +38.0% | 18,765 | $931K |
| CFO4Life Group, LLC | 0.16% | Reduce -6.9% | 18,755 | $931K |
| Brucke Financial, Inc. | 0.80% | Reduce -17.0% | 18,827 | $926K |
| Ieq Capital, LLC | 0.01% | Add +5.3% | 18,560 | $921K |
| Evernest Financial Advisors, LLC | 0.33% | Reduce -1.2% | 18,528 | $919K |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 18,422 | $914K |
| Sage Mountain Advisors LLC | 0.07% | Add +12.5% | 18,238 | $905K |
| Americana Partners, LLC | 0.04% | Reduce -10.3% | 18,235 | $905K |
| Claro Advisors Inc. | 0.12% | Reduce -24.4% | 18,187 | $902K |
| Leverty Financial Group, LLC | 0.37% | Reduce -73.8% | 18,171 | $902K |
| Arkadios Wealth Advisors | 0.03% | New | 18,144 | $900K |
| Lockerman Financial Group, Inc. | 1.36% | Reduce -5.4% | 18,113 | $899K |
| Planning Directions Inc. | 0.38% | Add +0.5% | 18,039 | $895K |
| Prudential Financial Inc. | 0.00% | No change | 18,000 | $893K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -13.6% | 17,961 | $891K |
| Hexagon Capital Partners LLC | 0.17% | Reduce -5.2% | 17,906 | $888K |
| WPG Advisers, LLC | 0.83% | Reduce -19.9% | 17,871 | $887K |
| Sigma Planning Corp | 0.03% | Add +10.7% | 17,853 | $886K |
| Argent Trust Co | 0.04% | Add +3.6% | 17,811 | $884K |
| Root Financial Partners, LLC | 0.09% | Add +32.4% | 17,570 | $872K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -75.8% | 17,560 | $871K |
| Wealthgarden F.S. LLC | 0.83% | Reduce -1.6% | 17,485 | $868K |
| Kraft Asset Management, LLC | 0.79% | Add +0.9% | 17,446 | $866K |
| Astoria Portfolio Advisors LLC. | 0.29% | Add +15.3% | 17,762 | $863K |
| Mma Asset Management LLC | 0.36% | No change | 17,260 | $856K |
| ShoreHaven Wealth Partners, LLC | 0.41% | Reduce -12.2% | 17,156 | $851K |
| Rainier Family Wealth Inc. | 1.00% | New | 17,151 | $851K |
| Encompass Wealth Advisors, LLC | 0.34% | No change | 17,020 | $845K |
| Lincoln Capital Corp. | 0.35% | Reduce -3.9% | 16,923 | $840K |
| Legacy Advisors, LLC | 0.09% | New | 16,922 | $840K |
| Archford Capital Strategies, LLC | 0.12% | Reduce -23.3% | 16,844 | $836K |
| Elevate Wealth Advisory, Inc. | 0.59% | Add +6.5% | 16,828 | $835K |
| Southland Equity Partners LLC | 0.19% | No change | 16,809 | $834K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 16,701 | $829K |
| EPG Wealth Management LLC | 0.23% | Add +14.7% | 16,391 | $813K |
| Wealth Management Resources, Inc. | 0.29% | Reduce -5.8% | 16,217 | $805K |
| Signal Tree Financial Partners LLC | 0.80% | Reduce -12.7% | 16,150 | $801K |
| Orcam Financial Group | 0.75% | Reduce -4.9% | 16,147 | $801K |
| Bond & Devick Financial Network, Inc. | 0.29% | Add +5.3% | 16,039 | $796K |
| Disciplined Investments, LLC | 0.36% | Add +75.7% | 16,011 | $794K |
| RDA Financial Network | 0.24% | Reduce -2.1% | 15,982 | $793K |
| Scott Capital Advisors, LLC | 0.23% | Add +8.7% | 15,809 | $784K |
| TBH Global Asset Management, LLC | 0.15% | Add +188.1% | 15,797 | $784K |
| Studio Investment Management LLC | 0.16% | Reduce -77.4% | 15,760 | $782K |
| Evolution Advisers, Inc. | 0.41% | Reduce -21.1% | 15,757 | $781K |
| Ade, LLC | 0.45% | No change | 15,739 | $781K |
| Shepherd Kaplan Krochuk, LLC | 0.67% | No change | 15,724 | $780K |
| Advus Financial Partners, LLC | 0.22% | Reduce -0.8% | 15,691 | $779K |
| LPWM LLC | 0.25% | Reduce -6.6% | 15,681 | $778K |
| Roundview Capital LLC | 0.06% | Add +23.8% | 15,670 | $778K |
| Beta Wealth Group, Inc. | 0.28% | Reduce -60.5% | 15,546 | $771K |
| Oregon Pacific Wealth Management, LLC | 0.77% | No change | 15,530 | $771K |
| Riverview Trust Co | 0.76% | No change | 15,525 | $770K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 15,519 | $770K |
| Cedar Mountain Advisors, LLC | 0.17% | No change | 15,516 | $770K |
| FF Advisors,LLC | 0.44% | Reduce -44.1% | 15,683 | $769K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -67.0% | 15,488 | $769K |
| PKS Advisory Services, LLC | 0.21% | Add +42.3% | 15,361 | $762K |
| LifeGoal Investments, LLC | 0.82% | Reduce -50.1% | 15,327 | $761K |
| Lebenthal Global Advisors, LLC | 0.14% | Reduce -10.0% | 15,323 | $760K |
| Journey Strategic Wealth LLC | 0.03% | Add +2.7% | 15,318 | $760K |
| CVA Family Office, LLC | 0.12% | Add +77.0% | 15,316 | $760K |
| Financial Advocates Investment Management | 0.05% | Reduce -19.0% | 15,286 | $758K |
| Martin Worley Group | 0.43% | Add +29.3% | 15,234 | $756K |
| Blankinship & Foster, LLC | 0.19% | Add +13.7% | 15,232 | $756K |
| CWA Asset Management Group, LLC | 0.04% | Add +23.3% | 15,176 | $753K |
| Red Tortoise LLC | 0.39% | Add +0.3% | 15,158 | $752K |
| Hills Bank & Trust Co | 0.05% | Add +1.9% | 14,889 | $739K |
| Janney Capital Management LLC | 0.05% | Reduce -0.6% | 14,814 | $735K |
| Oppenheimer & Co. Inc. | 0.01% | Add +20.1% | 14,797 | $734K |
| Mosaic Advisors LLC | 1.10% | Reduce -78.0% | 14,776 | $733K |
| Carrera Capital Advisors | 0.16% | Reduce -37.5% | 14,706 | $730K |
| Compass Planning Associates Inc | 0.74% | Add +0.5% | 14,690 | $729K |
| Independent Advisor Alliance | 0.02% | Reduce -85.7% | 14,668 | $728K |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 14,583 | $724K |
| LPF Advisors LLC | 0.59% | No change | 14,531 | $721K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.30% | No change | 14,509 | $720K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +12.7% | 14,349 | $712K |
| Olde Wealth Management, LLC | 0.25% | Reduce -33.6% | 14,294 | $709K |
| Barnes Wealth Management Group, Inc | 0.45% | Reduce -9.5% | 14,287 | $709K |
| S.A. Mason LLC | 0.37% | No change | 14,270 | $708K |
| Western Wealth Management, LLC | 0.05% | Reduce -11.9% | 14,266 | $708K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +559.0% | 14,260 | $708K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Add +0.5% | 14,230 | $706K |
| Carolinas Wealth Consulting LLC | 0.15% | Reduce -13.8% | 14,207 | $705K |
| Live Oak Private Wealth LLC | 0.11% | New | 14,177 | $703K |
| Ascentis Independent Advisors | 0.14% | Add +4.8% | 14,143 | $702K |
| Moser Wealth Advisors, LLC | 0.37% | Add +2.3% | 14,118 | $701K |
| Alhambra Investment Management LLC | 0.36% | No change | 14,100 | $700K |
| Trust Co. of Vermont | 0.03% | No change | 14,080 | $699K |
| Oakworth Capital, Inc. | 0.05% | Reduce -16.8% | 14,058 | $698K |
| Callan Family Office, LLC | 0.05% | No change | 14,056 | $697K |
| Allegiance Financial Group Advisory Services LLC | 0.21% | Add +0.8% | 13,988 | $694K |
| BWM Planning, LLC | 0.29% | No change | 13,767 | $683K |
| Patron Partners, LLC | 0.37% | Reduce -10.3% | 13,669 | $678K |
| Icon Wealth Advisors, LLC | 0.06% | No change | 13,661 | $678K |
| Zhang Financial LLC | 0.04% | Add +0.4% | 13,617 | $676K |
| Breakwater Investment Management | 0.29% | No change | 13,614 | $676K |
| Victory Financial Group, LLC | 0.13% | Add +58.1% | 13,528 | $671K |
| Mayport, LLC | 0.18% | Reduce -1.0% | 13,342 | $662K |
| Caldwell Trust Co | 0.07% | Add +20.0% | 13,254 | $658K |
| SlateStone Wealth, LLC | 0.07% | Add +1.7% | 13,214 | $656K |
| NewSquare Capital LLC | 0.05% | Add +0.9% | 13,072 | $649K |
| Private Client Services, LLC | 0.32% | Reduce -11.4% | 13,070 | $649K |
| JP Wealth Management, Inc. | 0.52% | Add +30.0% | 13,000 | $645K |
| Accurate Wealth Management, LLC | 0.12% | Add +49.5% | 13,351 | $644K |
| Stevens Capital Partners | 0.30% | Reduce -13.7% | 12,950 | $643K |
| 4WEALTH Advisors, Inc. | 0.71% | Reduce -40.8% | 12,899 | $640K |
| Keystone Wealth Services, LLC | 0.17% | Add +19.0% | 12,896 | $640K |
| Omega Advisors (Leon Cooperman) | 0.03% | No change | 12,876 | $639K |
| FSA Advisors, Inc. | 0.50% | Add +9.8% | 12,719 | $631K |
| FLC Capital Advisors | 0.14% | Reduce -7.9% | 12,713 | $631K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Add +6.1% | 12,682 | $629K |
| First Business Financial Services, Inc. | 0.06% | New | 12,678 | $629K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.5% | 12,499 | $620K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.3% | 12,446 | $618K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.7% | 12,435 | $617K |
| Mission Wealth Management, LP | 0.02% | Add +22.9% | 12,433 | $617K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -20.9% | 12,280 | $609K |
| Towerpoint Wealth, LLC | 0.30% | Reduce -21.7% | 12,270 | $609K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -49.5% | 12,250 | $608K |
| Certus Wealth Management, LLC | 0.41% | No change | 12,290 | $602K |
| Horizons Wealth Management | 0.45% | Add +33.5% | 12,029 | $597K |
| GAMMA Investing LLC | 0.04% | New | 11,926 | $592K |
| Lansing Street Advisors | 0.20% | Reduce -25.7% | 11,871 | $589K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -97.9% | 11,851 | $588K |
| Fiducient Advisors LLC | 0.07% | Add +8.6% | 11,772 | $584K |
| Clearwater Capital Advisors, LLC | 0.06% | Add +0.2% | 11,745 | $583K |
| Hoxton Planning & Management, LLC | 0.22% | Add +59.6% | 11,730 | $582K |
| Net Worth Advisory Group | 0.18% | Reduce -26.9% | 11,726 | $582K |
| Founders Financial Securities LLC | 0.05% | Add +13.2% | 11,882 | $581K |
| Prospect Financial Group LLC | 0.74% | Reduce -5.9% | 11,693 | $580K |
| Leo Wealth, LLC | 0.08% | Reduce -7.5% | 11,543 | $573K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -26.4% | 11,475 | $569K |
| Annex Advisory Services, LLC | 0.02% | Add +16.6% | 11,344 | $563K |
| Madison Wealth Partners, Inc | 0.14% | Reduce -7.9% | 11,278 | $560K |
| Magnus Financial Group LLC | 0.05% | Reduce -42.7% | 11,235 | $557K |
| Haven Private, LLC | 0.31% | No change | 11,200 | $556K |
| Conscious Wealth Investments, LLC | 0.39% | Reduce -11.6% | 11,343 | $555K |
| LM Advisors LLC | 0.10% | No change | 11,155 | $554K |
| Dohj, LLC | 0.13% | Reduce -3.6% | 11,150 | $553K |
| AE Wealth Management LLC | 0.00% | Add +8.8% | 11,149 | $553K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 11,090 | $550K |
| Narus Financial Partners, LLC | 0.19% | Reduce -13.1% | 11,075 | $550K |
| Veery Capital, LLC | 0.21% | Add +0.3% | 11,069 | $549K |
| Lifeworks Advisors, LLC | 0.09% | Add +1.5% | 11,059 | $549K |
| Wayfinding Financial, LLC | 0.24% | New | 11,011 | $546K |
| AlphaCore Capital LLC | 0.05% | New | 10,938 | $543K |
| Trinity Wealth Management, LLC | 0.25% | No change | 10,917 | $542K |
| Essex Financial Services, Inc. | 0.04% | Reduce -5.2% | 10,860 | $539K |
| Edge Financial Advisors LLC | 0.34% | New | 10,840 | $538K |
| SpringVest Wealth Management LLC | 0.44% | No change | 10,800 | $536K |
| Holos Integrated Wealth LLC | 0.35% | No change | 10,800 | $536K |
| Ariston Services Group | 0.45% | Add +58.2% | 10,751 | $533K |
| Sutton Place Investors LLC | 0.36% | Add +9.7% | 10,726 | $532K |
| Braun-Bostich & Associates Inc. | 0.39% | Reduce -23.6% | 10,586 | $525K |
| Balance Wealth Partners LLC | 0.34% | — | 10,552 | $524K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.5% | 10,526 | $522K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -19.6% | 10,503 | $521K |
| Headlands Technologies LLC | 0.06% | Reduce -46.9% | 10,433 | $518K |
| Horizon Investments, LLC | 0.02% | Reduce -0.2% | 10,478 | $517K |
| West Michigan Advisors, LLC | 0.17% | Reduce -0.0% | 10,355 | $514K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -46.6% | 10,353 | $514K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.7% | 10,341 | $513K |
| Silver Coast Investments LLC | 0.19% | Add +1.6% | 10,315 | $512K |
| Conservest Capital Advisors, Inc. | 0.05% | New | 10,300 | $511K |
| Accredited Wealth Management, LLC | 0.43% | Add +27.2% | 10,290 | $511K |
| Aspen Wealth Strategies, LLC | 0.33% | Reduce -0.8% | 10,263 | $509K |
| Synovus Financial Corp. | 0.01% | Add +7.0% | 10,169 | $505K |
| Private Wealth Asset Management, LLC | 0.07% | — | 10,141 | $503K |
| Crews Bank & Trust | 0.09% | No change | 10,077 | $500K |
| Ascent Wealth Partners, LLC | 0.07% | Add +2.7% | 10,035 | $498K |
| Robinson Smith Wealth Advisors LLC | 0.42% | No change | 10,034 | $498K |
| Transcendent Capital Group LLC | 0.28% | Reduce -0.1% | 10,002 | $496K |
| Brand Asset Management Group, Inc. | 0.21% | Add +8.2% | 9,911 | $492K |
| FSM Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 9,892 | $491K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +6443.3% | 9,815 | $487K |
| Lynx Investment Advisory | 0.32% | Add +72.7% | 9,740 | $483K |
| Keel Point, LLC | 0.04% | Reduce -1.1% | 9,728 | $483K |
| Rockland Trust Co. | 0.02% | Reduce -8.1% | 9,715 | $482K |
| Hollencrest Capital Management | 0.02% | Reduce -5.6% | 9,706 | $482K |
| Curbstone Financial Management Corp | 0.10% | Reduce -7.7% | 9,650 | $479K |
| Moseley Investment Management Inc. | 0.19% | No change | 9,621 | $477K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.1% | 9,610 | $477K |
| Hummer Financial Advisory Services Inc | 0.39% | No change | 9,600 | $476K |
| Fiera Capital Corp | 0.00% | No change | 9,500 | $471K |
| Sawgrass Asset Management LLC | 0.06% | No change | 9,445 | $469K |
| Mgo One Seven LLC | 0.02% | New | 9,384 | $466K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.5% | 9,355 | $464K |
| HCR Wealth Advisors | 0.06% | Add +0.4% | 9,334 | $463K |
| Envision Financial LLC | 0.35% | Reduce -15.1% | 9,293 | $461K |
| Agate Pass Investment Management, LLC | 0.20% | Reduce -19.3% | 9,268 | $460K |
| Pineridge Advisors LLC | 0.18% | Reduce -0.3% | 9,252 | $459K |
| Associated Banc-Corp | 0.01% | New | 9,233 | $458K |
| Partners Capital Investment Group, LLP | 0.01% | New | 9,157 | $454K |
| Verum Partners LLC | 0.12% | Reduce -3.4% | 9,154 | $454K |
| Cyr Financial Inc. | 0.40% | Add +106.5% | 9,093 | $451K |
| Code Waechter LLC | 0.37% | New | 9,042 | $449K |
| VanderPol Investments L.L.C. | 0.95% | No change | 9,033 | $448K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -39.4% | 9,028 | $448K |
| RMR Wealth Builders | 0.05% | No change | 9,013 | $447K |
| Keystone Financial Group | 0.05% | Add +27.4% | 9,001 | $447K |
| Creative Capital Management Investments LLC | 0.17% | Reduce -18.3% | 8,979 | $446K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -10.3% | 8,962 | $445K |
| Members Wealth LLC | 0.33% | Add +36.9% | 8,890 | $441K |
| Wealth Group, Ltd. | 0.29% | Add +4.1% | 8,859 | $440K |
| Roman Butler Fullerton & Co. | 0.17% | Add +0.4% | 9,000 | $437K |
| Kendall Capital Management | 0.13% | No change | 8,795 | $436K |
| Fortis Capital Advisors, LLC | 0.09% | New | 8,732 | $433K |
| Center for Financial Planning, Inc. | 0.06% | Reduce -13.5% | 8,692 | $431K |
| Crabel Capital Management, LLC | 0.46% | Reduce -53.0% | 8,566 | $425K |
| Hudock, Inc. | 0.07% | Reduce -8.6% | 8,552 | $424K |
| First National Corp. /Ma/ | 0.09% | Add +0.7% | 8,537 | $424K |
| Global Wealth Management Investment Advisory, Inc. | 0.08% | Reduce -0.3% | 8,451 | $419K |
| Ellis Investment Partners, LLC | 0.09% | Add +0.8% | 8,425 | $418K |
| Peak Retirement Planning, Inc. | 0.23% | Reduce -19.7% | 8,403 | $417K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | No change | 8,400 | $417K |
| Pathway Financial Advisors LLC | 0.07% | New | 8,366 | $415K |
| BCS Wealth Management | 0.11% | No change | 8,348 | $414K |
| Factor Wealth Management LTD | 0.13% | Add +0.5% | 8,339 | $414K |
| Nilsine Partners, LLC | 0.05% | Reduce -5.9% | 8,332 | $413K |
| Occidental Asset Management, LLC | 0.06% | Add +26.7% | 8,297 | $412K |
| Holderness Investments Co. | 0.10% | No change | 8,233 | $409K |
| Colonial Trust Co / SC | 0.06% | Add +105.9% | 8,217 | $408K |
| Level Financial Advisors | 0.14% | No change | 8,216 | $408K |
| Trellis Wealth Advisors LLC | 0.20% | Add +0.2% | 8,202 | $407K |
| Nabity-Jensen Investment Management Inc | 0.32% | Reduce -18.0% | 8,174 | $406K |
| Independent Wealth Network Inc. | 0.16% | Add +6.9% | 8,096 | $402K |
| Elgethun Capital Management | 0.09% | New | 8,011 | $398K |
| Burk Holdings LLC | 0.30% | Reduce -7.1% | 7,956 | $395K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -45.0% | 7,938 | $394K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +3.0% | 7,701 | $382K |
| W.H. Cornerstone Investments Inc. | 0.26% | Reduce -45.8% | 7,699 | $382K |
| Kathleen S. Wright Associates Inc. | 0.16% | Reduce -47.8% | 7,647 | $379K |
| Calton & Associates, Inc. | 0.09% | Add +28.4% | 7,630 | $379K |
| Summit Place Financial Advisors, LLC | 0.21% | New | 7,625 | $378K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -19.0% | 7,629 | $378K |
| Keener Financial Planning LLC | 0.25% | Reduce -36.8% | 7,627 | $378K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +34.6% | 7,552 | $375K |
| Sfmg, LLC | 0.03% | New | 7,526 | $373K |
| Pitcairn Co. | 0.02% | No change | 7,477 | $371K |
| Redwood Investment Management, LLC | 0.04% | Add +0.5% | 7,454 | $370K |
| Cambria Investment Management, L.P. | 0.03% | No change | 7,360 | $369K |
| Wood Tarver Financial Group, LLC | 0.12% | Reduce -0.9% | 7,411 | $368K |
| Wealth Management Nebraska | 0.06% | Add +1.4% | 7,397 | $367K |
| Moors & Cabot, Inc. | 0.02% | No change | 7,367 | $366K |
| Catalyst Financial Partners LLC | 0.07% | Add +5.5% | 7,361 | $365K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 7,359 | $365K |
| Balefire, LLC | 0.12% | New | 7,317 | $363K |
| Capital Analysts, LLC | 0.01% | Add +20828.6% | 7,325 | $363K |
| FSC Wealth Advisors, LLC | 0.24% | Add +6.7% | 7,301 | $362K |
| Erickson Financial Group, LLC | 0.27% | No change | 7,261 | $360K |
| Heritage Wealth Management, Inc. | 0.12% | No change | 7,240 | $359K |
| Westfuller Advisors, LLC | 0.24% | Add +0.5% | 7,177 | $356K |
| Westside Investment Management, Inc. | 0.08% | Add +27.0% | 7,133 | $354K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,122 | $353K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 7,084 | $352K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 7,079 | $351K |
| Mosaic Family Wealth Partners, LLC | 0.05% | New | 7,062 | $350K |
| Roberts Financial Services LLC | 0.07% | Reduce -3.8% | 7,059 | $350K |
| Tme Financial, Inc. | 0.30% | Reduce -15.4% | 6,990 | $347K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -92.3% | 6,954 | $345K |
| Sovran Advisors, LLC | 0.04% | Add +0.1% | 7,070 | $344K |
| Richard P Slaughter Associates Inc | 0.08% | No change | 6,871 | $341K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -11.3% | 6,852 | $340K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | Reduce -25.9% | 6,830 | $339K |
| Financial Council, LLC | 0.18% | No change | 6,818 | $338K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +48.3% | 6,798 | $337K |
| Central Pacific Bank - Trust Division | 0.05% | Add +229.9% | 6,793 | $337K |
| Falcon Wealth Planning | 0.04% | Reduce -29.7% | 6,793 | $337K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 6,787 | $337K |
| American Financial Advisors, LLC | 0.05% | Add +0.2% | 6,752 | $335K |
| Titleist Asset Management, LLC | 0.04% | Add +0.0% | 6,685 | $332K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 6,675 | $331K |
| StoneX Group Inc. | 0.02% | Add +2.8% | 6,665 | $331K |
| Key Financial Inc | 0.07% | Add +53.7% | 6,635 | $329K |
| Schwallier Wealth Management LLC | 0.24% | New | 6,607 | $328K |
| Lane & Associates LLC | 0.17% | Reduce -11.3% | 6,511 | $323K |
| Round Rock Advisors LLC | 0.06% | Reduce -6.8% | 6,436 | $319K |
| Arete Wealth Advisors, LLC | 0.02% | Add +51.6% | 6,382 | $317K |
| Stordahl Capital Management, Inc. | 0.08% | Add +44.3% | 6,379 | $317K |
| Cultivar Capital, Inc. | 0.25% | No change | 6,375 | $316K |
| Bill Few Associates, Inc. | 0.11% | No change | 6,334 | $314K |
| Verus Capital Partners, LLC | 0.03% | New | 6,324 | $314K |
| MidAtlantic Capital Management, Inc. | 0.25% | No change | 6,304 | $313K |
| Integrity Investment Advisors, LLC | 0.28% | — | 6,284 | $312K |
| Allen Capital Group, LLC | 0.04% | Add +5.2% | 6,279 | $312K |
| Bright Financial Advisors, Inc. | 0.19% | Reduce -35.7% | 6,255 | $310K |
| Peoples Bank | 0.20% | New | 6,240 | $310K |
| Mayfair Advisory Group, LLC | 0.18% | No change | 6,187 | $307K |
| First Trust Advisors LP | 0.00% | Reduce -0.6% | 6,174 | $306K |
| True North Advisors, LLC | 0.05% | New | 6,112 | $303K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -92.1% | 6,059 | $301K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 5,996 | $298K |
| Global Financial Private Client, LLC | 0.11% | No change | 5,968 | $296K |
| Uptick Partners, LLC | 0.10% | Add +9.8% | 5,968 | $296K |
| XML Financial, LLC | 0.03% | Reduce -96.5% | 5,926 | $294K |
| Dakota Wealth Management | 0.01% | No change | 5,925 | $294K |
| Ancora Advisors LLC | 0.01% | Add +18.6% | 5,917 | $294K |
| Gateway Wealth Partners, LLC | 0.07% | New | 5,893 | $292K |
| Spinnaker Investment Group, LLC | 0.07% | Add +0.4% | 5,845 | $290K |
| Dogwood Wealth Management LLC | 0.15% | No change | 5,840 | $290K |
| DecisionMap Wealth Management, LLC | 0.22% | Add +12.7% | 5,835 | $290K |
| Progressive Investment Management Corp | 0.08% | Add +10.8% | 5,824 | $289K |
| Birchbrook, Inc. | 0.16% | Add +22.6% | 5,785 | $287K |
| First Citizens Financial Corp | 0.16% | Add +11.8% | 5,779 | $287K |
| GWN Securities Inc. | 0.02% | New | 5,765 | $286K |
| Lakeridge Wealth Management LLC | 0.14% | No change | 5,737 | $285K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +30.3% | 5,729 | $284K |
| Atwood & Palmer Inc. | 0.02% | No change | 5,691 | $282K |
| Yardley Wealth Management LLC | 0.17% | Reduce -75.0% | 5,691 | $282K |
| First Affirmative Financial Network | 0.17% | Add +4.5% | 5,680 | $282K |
| Family Investment Center, Inc. | 0.07% | Reduce -0.0% | 5,649 | $280K |
| Pursue Wealth Partners LLC | 0.17% | New | 5,643 | $280K |
| Intrua Financial, LLC | 0.04% | Reduce -5.1% | 5,633 | $280K |
| Clark Financial Services Group Inc. | 0.19% | No change | 5,632 | $279K |
| Latitude Advisors, LLC | 0.16% | Reduce -0.2% | 5,625 | $279K |
| RHS Financial, LLC | 0.16% | Add +5.0% | 5,612 | $278K |
| Fairscale Capital, LLC | 0.25% | No change | 5,601 | $278K |
| Hurley Capital, LLC | 0.21% | New | 5,595 | $278K |
| 1832 Asset Management L.P. | 0.00% | New | 5,536 | $275K |
| Mascoma Wealth Management LLC | 0.07% | No change | 5,505 | $273K |
| OMNI 360 Wealth, Inc. | 0.18% | Reduce -52.6% | 5,453 | $271K |
| Ruggaard & Associates LLC | 0.12% | New | 5,440 | $270K |
| Sfm, LLC | 0.20% | Reduce -51.5% | 5,406 | $268K |
| Whalen Wealth Management Inc. | 0.18% | Add +9.1% | 5,396 | $268K |
| Symphony Financial, Ltd. Co. | 0.16% | New | 5,336 | $266K |
| Northland Capital Management LLC | 0.18% | No change | 5,360 | $266K |
| Strive Asset Management, LLC | 0.18% | Reduce -95.0% | 5,345 | $265K |
| Brighton Securities Corp. | 0.13% | Add +7.0% | 5,320 | $264K |
| Accredited Investors Inc. | 0.02% | Reduce -36.6% | 5,284 | $262K |
| TruNorth Capital Management, LLC | 0.06% | No change | 5,241 | $260K |
| Aspen Wealth Management LLC | 0.07% | Add +0.5% | 5,195 | $258K |
| Summit Asset Management, LLC | 0.04% | No change | 5,155 | $256K |
| Good Life Advisors, LLC | 0.02% | Reduce -19.9% | 5,120 | $254K |
| Axis Wealth Partners, LLC | 0.19% | Add +0.5% | 5,113 | $254K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +11.3% | 5,079 | $252K |
| Quantum Financial Planning Services, Inc. | 0.14% | No change | 5,063 | $251K |
| Sheridan Capital Management, LLC | 0.18% | New | 5,050 | $251K |
| Ewa, LLC | 0.09% | Reduce -9.6% | 5,041 | $250K |
| Greenup Street Wealth Management LLC | 0.05% | Reduce -23.9% | 5,037 | $250K |
| Wick Capital Partners, LLC | 0.07% | Reduce -23.0% | 5,025 | $249K |
| Blalock Williams, LLC | 0.28% | Reduce -5.8% | 5,025 | $249K |
| PAX Financial Group, LLC | 0.04% | Add +14.2% | 5,000 | $248K |
| Mokosak Advisory Group, LLC | 0.08% | New | 4,983 | $247K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -7.9% | 4,900 | $243K |
| Triad Wealth Partners, LLC | 0.08% | New | 4,884 | $242K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -0.7% | 4,884 | $242K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.4% | 4,884 | $242K |
| Keystone Financial Group, Inc. | 0.17% | Reduce -0.7% | 4,934 | $242K |
| NorthRock Partners, LLC | 0.01% | Reduce -2.0% | 4,837 | $240K |
| Trilogy Capital Inc. | 0.01% | New | 4,825 | $239K |
| Cooksen Wealth, LLC | 0.24% | Add +0.9% | 4,725 | $239K |
| Pine Harbor Wealth Management, LLC | 0.10% | Reduce -12.7% | 4,815 | $239K |
| Hill Island Financial LLC | 0.07% | Reduce -92.5% | 4,772 | $237K |
| KPP Advisory Services LLC | 0.04% | New | 4,764 | $236K |
| Penobscot Wealth Management | 0.10% | Reduce -36.5% | 4,760 | $236K |
| Fonville Wealth Management LLC | 0.07% | New | 4,703 | $233K |
| Kanawha Capital Management LLC | 0.02% | No change | 4,694 | $233K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,674 | $232K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $231K |
| MFA Wealth Services | 0.19% | Reduce -21.7% | 4,646 | $231K |
| Grandview Asset Management LLC | 0.09% | Reduce -3.9% | 4,623 | $229K |
| Citizens & Northern Corp. | 0.06% | Reduce -14.8% | 4,612 | $229K |
| Everest Private Wealth | 0.21% | Add +0.3% | 4,601 | $228K |
| Attessa Capital LLC | 0.15% | No change | 4,600 | $228K |
| Ledyard National Bank | 0.02% | No change | 4,596 | $228K |
| Financial Symmetry Inc | 0.14% | New | 4,569 | $227K |
| NorthStar Asset Management LLC | 0.14% | New | 4,567 | $227K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -8.0% | 4,549 | $226K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,482 | $222K |
| Becker Capital Management Inc. | 0.01% | New | 4,475 | $222K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,468 | $222K |
| General Partner, Inc. | 0.14% | No change | 4,460 | $221K |
| Vickerman Investment Advisors, Inc. | 0.05% | New | 4,455 | $221K |
| Traynor Capital Management, Inc. | 0.02% | No change | 4,453 | $221K |
| Valley Financial Group, Inc. | 0.15% | Add +5.5% | 4,449 | $221K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,445 | $220K |
| Thoma Capital Management LLC | 0.15% | No change | 4,400 | $218K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -0.2% | 4,386 | $218K |
| Innovative Wealth Building LLC | 0.20% | Add +0.5% | 4,378 | $217K |
| Trustmark Bank Trust Department | 0.02% | Add +2.9% | 4,373 | $217K |
| Great Diamond Partners, LLC | 0.06% | No change | 4,365 | $217K |
| Sequent Planning LLC | 0.08% | No change | 4,347 | $216K |
| Financial Futures Ltd Liability Co. | 0.12% | New | 4,345 | $216K |
| Uhlmann Price Securities, LLC | 0.16% | Add +0.5% | 4,307 | $214K |
| LRI Investments, LLC | 0.02% | Add +8.5% | 4,298 | $213K |
| Crewe Advisors LLC | 0.03% | No change | 4,280 | $212K |
| Bell Investment Advisors, Inc | 0.04% | Reduce -42.1% | 4,274 | $212K |
| XY Planning Network, Inc. | 0.14% | Reduce -1.9% | 4,269 | $212K |
| Compass Capital Corp. /Ma/ | 0.11% | Reduce -19.1% | 4,363 | $211K |
| Next Level Wealth Planning, LLC | 0.16% | New | 4,243 | $211K |
| Colorado Capital Management, Inc. | 0.10% | New | 4,203 | $209K |
| Swmg, LLC | 0.08% | Reduce -12.9% | 4,215 | $206K |
| Albion Financial Group | 0.01% | No change | 4,100 | $203K |
| Howard Wealth Management, LLC | 0.11% | Reduce -2.6% | 4,078 | $202K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -66.5% | 4,062 | $202K |
| Security National Bank | 0.04% | Add +2798.6% | 4,058 | $201K |
| YHB Investment Advisors, Inc. | 0.02% | New | 4,036 | $200K |
| Ascentis Wealth Management, LLC | 0.06% | Reduce -24.9% | 4,000 | $199K |
| Financial Perspectives, Inc | 0.06% | No change | 3,661 | $182K |
| Robinswood Financial LLC | 0.07% | No change | 3,542 | $176K |
| Arlington Trust Co LLC | 0.04% | No change | 3,351 | $166K |
| Versant Capital Management, Inc | 0.03% | Add +0.4% | 3,328 | $165K |
| Hendershot Investments Inc. | 0.02% | No change | 3,305 | $164K |
| Whittier Trust Co. | 0.00% | No change | 3,300 | $164K |
| LGT Financial Advisors LLC | 0.50% | Add +66.5% | 3,298 | $164K |
| Synergy Investment Management, LLC | 0.07% | Reduce -1.7% | 3,293 | $163K |
| Binnacle Investments Inc | 0.12% | — | 3,284 | $163K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 3,179 | $158K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Add +250.7% | 3,111 | $154K |
| Sandy Spring Bank | 0.01% | Add +0.8% | 3,059 | $152K |
| Addison Advisors LLC | 0.04% | Reduce -8.8% | 3,058 | $152K |
| IMA Advisory Services, Inc. | 0.02% | New | 2,992 | $148K |
| 10Elms LLP | 0.17% | New | 2,830 | $140K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 2,818 | $140K |
| Montag A & Associates Inc. | 0.01% | Reduce -36.0% | 2,694 | $134K |
| CENTRAL TRUST Co | 0.00% | Add +14.8% | 2,621 | $130K |
| Woodside Wealth Management LLC | 0.12% | — | 2,532 | $126K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -74.3% | 2,380 | $118K |
| Tsfg, LLC | 0.02% | Add +29.9% | 2,339 | $116K |
| Centennial Bank | 0.06% | Reduce -68.2% | 2,333 | $116K |
| Dagco, Inc. | 0.04% | New | 2,329 | $116K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,250 | $112K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,020 | $100K |
| Pandora Wealth, Inc. | 0.07% | — | 2,000 | $99K |
| Retirement Wealth Solutions LLC | 0.08% | Add +0.6% | 1,999 | $99K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,996 | $99K |
| Simplex Trading, LLC | 0.00% | Add +26.3% | 1,974 | $97K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,903 | $94K |
| Fifth Third Bancorp | 0.00% | Reduce -86.1% | 1,894 | $94K |
| Bfsg, LLC | 0.01% | No change | 1,865 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -8.0% | 1,825 | $91K |
| Bernard Wealth Management Corp. | 0.04% | No change | 1,750 | $87K |
| New Republic Capital, LLC | 0.04% | Reduce -0.1% | 1,644 | $82K |
| Eastern Bank | 0.00% | Add +5.0% | 1,575 | $78K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,327 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +201.0% | 1,189 | $59K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,145 | $57K |
| Rise Advisors, LLC | 0.03% | Add +0.5% | 1,142 | $57K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,138 | $56K |
| Spurstone Advisory Services, LLC | 1.08% | Add +3409.4% | 1,123 | $56K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 1,100 | $55K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,080 | $54K |
| Raffa Wealth Management, LLC | 0.01% | Add +2.6% | 1,045 | $52K |
| City State Bank | 0.02% | No change | 991 | $49K |
| Cromwell Holdings LLC | 0.03% | Add +1.6% | 975 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -3.3% | 929 | $46K |
| Cloud Capital Management, LLC | 0.03% | — | 841 | $41K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1.2% | 787 | $39K |
| First Financial Corp. | 0.02% | No change | 775 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -7.8% | 753 | $37K |
| Rossby Financial, LCC | 0.02% | New | 721 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +15.2% | 666 | $33K |
| Investors Research Corp | 0.01% | Reduce -14.6% | 640 | $32K |
| Blue Trust, Inc. | 0.00% | No change | 640 | $32K |
| Nemes Rush Group LLC | 0.00% | No change | 629 | $31K |
| Canton Hathaway, LLC | 0.01% | No change | 612 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Add +173.8% | 586 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $28K |
| IMG Wealth Management, Inc. | 0.02% | New | 552 | $27K |
| Fairway Wealth LLC | 0.01% | New | 549 | $27K |
| Valley National Advisers Inc. | 0.00% | New | 511 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 493 | $24K |
| Covestor Ltd | 0.02% | Add +1.4% | 489 | $24K |
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 500 | $24K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -79.5% | 470 | $23K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 443 | $22K |
| Global Trust Asset Management, LLC | 0.01% | New | 425 | $21K |
| Pflug Koory, LLC | 0.01% | Add +0.5% | 403 | $20K |
| Eq Wealth Advisors, LLC | 0.02% | New | 393 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 388 | $19K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 377 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -11.0% | 380 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +19.1% | 374 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +98.2% | 321 | $16K |
| Abound Wealth Management | 0.01% | No change | 310 | $15K |
| WASHINGTON TRUST Co | 0.00% | No change | 300 | $15K |
| Tompkins Financial Corp. | 0.00% | New | 296 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -22.3% | 283 | $14K |
| Curio Wealth, LLC | 0.01% | Reduce -99.6% | 1 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +40.7% | 287 | $14K |
| Bokf, NA | 0.00% | New | 276 | $14K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 221 | $11K |
| Trust Co | 0.00% | Reduce -98.7% | 219 | $11K |
| Anchor Investment Management, LLC | 0.00% | New | 200 | $10K |
| North Star Investment Management Corp. | 0.00% | New | 200 | $10K |
| Red Lighthouse Investment Management, LLC | 0.00% | Reduce -94.0% | 196 | $10K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -48.9% | 189 | $9K |
| Quent Capital, LLC | 0.00% | No change | 188 | $9K |
| CKW Financial Group | 0.00% | No change | 167 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.7% | 156 | $8K |
| Painted Porch Advisors LLC | 0.00% | Reduce -44.7% | 125 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 114 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | New | 118 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 117 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 111 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | New | 108 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 83 | $4K |
| Graney & King, LLC | 0.00% | No change | 78 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 67 | $3K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 64 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | Reduce -35.9% | 41 | $2K |
| Inlight Wealth Management, LLC | 0.00% | New | 33 | $2K |
| Brooklyn Investment Group | 0.00% | New | 29 | $1K |
| Concord Wealth Partners | 0.00% | New | 24 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -99.2% | 22 | $1K |
| Nvwm, LLC | 0.00% | New | 16 | $794 |
| Archer Investment Corp | 0.00% | No change | 11 | $538 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $50 |
| Avion Wealth | 0.00% | New | 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.