Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q2 2025 (June 30)1,211holders −10
93new positions
97sold out
7famous investors
$49.02avg. 13F price*
At the end of Q2 2025, 1,211 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, down 10 from Q1 2025. 93 opened new positions and 97 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Northwestern Mutual Wealth Management Co. ($1.7B) and Creative Planning ($1.3B). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $170.0M |
| Exits | 97 | $95.5M |
All 13F filers, Q1 2025 → Q2 2025: 65,786,702 shares bought and 31,644,915 shares sold, net +34,141,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,211 holders
| JPMorgan Chase & Co. | 0.36% | Add +39.8% | 108,048,493 | $5.3B |
| Northwestern Mutual Wealth Management Co. | 1.26% | Add +1.9% | 35,166,659 | $1.7B |
| Creative Planning | 1.12% | Add +2.7% | 26,851,781 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.21% | Reduce -20.2% | 24,661,592 | $1.2B |
| Morgan Stanley | 0.07% | Add +1.4% | 23,314,887 | $1.1B |
| Raymond James Financial Inc. | 0.37% | Add +0.7% | 21,831,076 | $1.1B |
| Wealthfront Advisers LLC | 2.64% | Reduce -8.7% | 20,916,716 | $1.0B |
| FMR LLC | 0.05% | Add +57.4% | 19,795,248 | $970.6M |
| Northern Trust Corp. | 0.10% | Reduce -3.3% | 15,568,877 | $763.3M |
| Sei Investments Co. | 0.75% | Add +30.6% | 13,204,759 | $647.4M |
| Tiaa Trust, National Association | 1.59% | Add +1.7% | 12,455,750 | $610.7M |
| Wells Fargo & Company | 0.13% | Add +1.0% | 11,763,538 | $576.8M |
| Bank of America Corp. | 0.04% | Reduce -5.5% | 9,710,516 | $476.1M |
| Envestnet Asset Management Inc. | 0.13% | Add +4.3% | 8,963,105 | $439.5M |
| Franklin Resources Inc. | 0.09% | Reduce -2.8% | 6,871,298 | $336.9M |
| LPL Financial LLC | 0.10% | Add +7.6% | 6,410,501 | $314.3M |
| Mercer Global Advisors Inc. | 0.70% | Add +1.5% | 6,404,360 | $314.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.15% | Add +9.0% | 5,046,259 | $247.4M |
| Aspiriant, LLC | 7.50% | Reduce -8.1% | 4,813,806 | $236.0M |
| Jones Financial Companies LLLP | 0.16% | Add +24.2% | 4,381,736 | $214.7M |
| Cerity Partners LLC | 0.36% | Add +1.0% | 4,152,644 | $203.6M |
| US Bancorp \de | 0.24% | Add +10.6% | 3,943,092 | $193.3M |
| UBS Group AG | 0.04% | Reduce -29.2% | 3,699,419 | $181.4M |
| Corient Private Wealth LP | 0.24% | Reduce -6.5% | 3,691,003 | $181.0M |
| Rwa Wealth Partners, LLC | 2.23% | Add +6.0% | 3,638,035 | $178.4M |
| Royal Bank of Canada | 0.03% | Add +111.6% | 3,619,658 | $177.5M |
| Mariner, LLC | 0.23% | Add +3.7% | 3,258,439 | $159.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -8.9% | 3,216,439 | $157.7M |
| Vanguard Group Inc. | 0.00% | Reduce -16.2% | 3,158,757 | $154.9M |
| Orgel Wealth Management, LLC | 3.46% | Add +19.1% | 2,926,845 | $143.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.4% | 2,374,390 | $116.4M |
| Members Trust Co | 3.97% | Reduce -3.0% | 2,351,684 | $115.3M |
| HighTower Advisors, LLC | 0.14% | Reduce -21.7% | 2,293,134 | $112.4M |
| Pathstone Holdings, LLC | 0.42% | Add +120.3% | 2,167,637 | $106.3M |
| Facet Wealth, Inc. | 2.30% | Reduce -9.6% | 2,076,352 | $101.1M |
| SCS Capital Management LLC | 1.11% | Reduce -12.9% | 2,039,201 | $100.0M |
| Prime Capital Investment Advisors, LLC | 1.29% | Reduce -1.4% | 1,984,644 | $97.3M |
| OneDigital Investment Advisors LLC | 1.01% | Add +7.9% | 1,864,210 | $91.4M |
| Osaic Holdings, Inc. | 0.16% | Add +5.7% | 1,782,825 | $87.4M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +7.2% | 1,722,114 | $84.3M |
| Wealthspire Advisors, LLC | 0.46% | Add +23.0% | 1,683,670 | $82.6M |
| Sequoia Financial Advisors, LLC | 0.55% | Add +1.1% | 1,628,647 | $79.9M |
| GeoWealth Management, LLC | 3.05% | Reduce -6.5% | 1,594,827 | $78.2M |
| Baird Financial Group, Inc. | 0.13% | Reduce -6.7% | 1,567,346 | $76.8M |
| Savant Capital, LLC | 0.53% | Add +15.8% | 1,516,064 | $74.3M |
| Sanctuary Advisors, LLC | 0.44% | Add +3.3% | 1,436,169 | $70.4M |
| Full Sail Capital, LLC | 3.80% | Reduce -5.8% | 1,341,714 | $65.8M |
| Wedmont Private Capital | 2.77% | Reduce -2.8% | 1,327,687 | $65.0M |
| Stifel Financial Corp. | 0.06% | Add +5.4% | 1,307,093 | $64.1M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 1,284,644 | $63.0M |
| Topsail Wealth Management, LLC | 11.38% | Reduce -0.8% | 1,269,611 | $62.2M |
| Lutz Financial Services LLC | 4.79% | Reduce -14.5% | 1,259,230 | $61.7M |
| Baker Boyer National Bank | 21.16% | Add +7.8% | 1,251,508 | $61.4M |
| Integrated Wealth Concepts LLC | 0.59% | Add +8.7% | 1,202,728 | $59.0M |
| Bleakley Financial Group, LLC | 1.44% | Reduce -21.0% | 1,157,807 | $56.8M |
| West Financial Advisors, LLC | 9.71% | Add +4.8% | 1,137,702 | $55.8M |
| Focus Partners Wealth | 0.12% | Add +23.7% | 1,124,602 | $55.1M |
| GenTrust, LLC | 2.49% | Add +17.4% | 1,075,627 | $52.7M |
| Avidian Wealth Enterprises, LLC | 2.13% | Reduce -2.9% | 1,066,333 | $52.3M |
| Renaissance Technologies | 0.07% | Add +282.3% | 1,050,800 | $51.5M |
| Regions Financial Corp. | 0.35% | Add +0.7% | 1,037,558 | $50.9M |
| Ackerman Capital Advisors, LLC | 11.63% | Reduce -12.7% | 1,021,172 | $50.1M |
| Thompson Siegel & Walmsley LLC | 0.84% | Reduce -10.8% | 1,016,108 | $49.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -21.1% | 970,763 | $47.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.7% | 970,692 | $47.6M |
| Foster Group, Inc. | 1.53% | Add +17.6% | 911,526 | $44.7M |
| Kestra Investment Management, LLC | 1.35% | Reduce -42.6% | 905,403 | $44.4M |
| Garde Capital, Inc. | 2.34% | Reduce -6.2% | 891,404 | $43.7M |
| Crestwood Advisors Group, LLC | 0.77% | Reduce -33.1% | 876,232 | $43.0M |
| Beaird Harris Wealth Management, LLC | 3.29% | Reduce -1.0% | 867,590 | $42.5M |
| Mather Group, Llc. | 0.45% | Reduce -11.3% | 865,400 | $42.4M |
| Waldron Private Wealth LLC | 1.84% | Reduce -11.7% | 859,205 | $42.1M |
| Sunflower Bank, N.A. | 10.61% | Add +5.2% | 855,462 | $41.9M |
| One Capital Management, LLC | 1.45% | Add +36.5% | 852,185 | $41.8M |
| MML Investors Services, LLC | 0.12% | Reduce -16.4% | 844,108 | $41.4M |
| Heritage Investment Group, Inc. | 6.89% | Add +11.3% | 814,860 | $40.0M |
| JFS Wealth Advisors, LLC | 2.54% | Add +2.0% | 814,027 | $39.9M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -4.8% | 790,561 | $38.8M |
| EP Wealth Advisors, LLC | 0.25% | Add +1.4% | 790,174 | $38.7M |
| M&T Bank Corp | 0.13% | Add +0.5% | 764,792 | $37.5M |
| HBK Sorce Advisory LLC | 1.00% | Add +4.3% | 754,721 | $37.0M |
| Evergreen Capital Management LLC | 1.10% | New | 745,522 | $36.6M |
| New York Life Investment Management LLC | 0.34% | Add +67.9% | 744,073 | $36.5M |
| Allworth Financial LP | 0.17% | Add +6.9% | 702,670 | $34.5M |
| Truist Financial Corp. | 0.05% | Reduce -0.8% | 699,132 | $34.3M |
| Willow Creek Wealth Management Inc. | 2.98% | Reduce -12.9% | 675,264 | $33.1M |
| Bedel Financial Consulting, Inc. | 4.33% | Reduce -1.8% | 646,226 | $31.7M |
| Passive Capital Management, LLC. | 9.84% | Reduce -0.7% | 646,210 | $31.6M |
| BSW Wealth Partners | 4.33% | Reduce -14.2% | 644,765 | $31.6M |
| Cetera Investment Advisers | 0.05% | Add +10.6% | 640,928 | $31.4M |
| Modera Wealth Management, LLC | 0.39% | Reduce -6.2% | 640,069 | $31.4M |
| Allen Investment Management, LLC | 0.34% | Reduce -1.4% | 630,033 | $30.9M |
| Waverly Advisors, LLC | 0.34% | Reduce -7.0% | 624,180 | $30.6M |
| Gleason Group, Inc. | 3.30% | Add +634.0% | 620,673 | $30.4M |
| Astoria Strategic Wealth, Inc. | 7.62% | Reduce -0.7% | 575,009 | $28.2M |
| Global Strategic Investment Solutions, LLC | 2.99% | Add +614.6% | 571,274 | $28.0M |
| Bank of Hawaii | 1.43% | Add +16.6% | 553,372 | $27.1M |
| Resonant Capital Advisors, LLC | 1.72% | Add +6.9% | 549,677 | $27.0M |
| Manning & Napier Advisors LLC | 0.32% | Add +0.0% | 546,981 | $26.8M |
| Salomon & Ludwin, LLC | 2.65% | Add +2.0% | 546,685 | $26.8M |
| Bragg Financial Advisors, Inc | 0.94% | Reduce -2.5% | 535,770 | $26.3M |
| BIP Alliance, LLC | 10.04% | Reduce -0.0% | 533,216 | $26.1M |
| Fort Point Capital Partners LLC | 2.62% | Reduce -9.4% | 532,470 | $26.1M |
| Nicolet Advisory Services, LLC | 2.22% | Reduce -4.3% | 533,882 | $26.1M |
| AlphaCore Capital LLC | 0.98% | Add +4724.3% | 527,685 | $25.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +7.8% | 514,995 | $25.3M |
| One Wealth Advisors, LLC | 3.43% | Reduce -8.5% | 502,680 | $24.6M |
| NewEdge Advisors, LLC | 0.12% | Add +19.3% | 487,257 | $23.9M |
| Betterment LLC | 0.05% | Add +356.0% | 482,841 | $23.7M |
| Jordan Park Group LLC | 1.53% | Add +3.1% | 480,439 | $23.6M |
| Quotient Wealth Partners, LLC | 0.69% | Add +3.7% | 478,904 | $23.5M |
| HT Partners LLC | 6.63% | Add +83.5% | 442,497 | $21.7M |
| Cwm, LLC | 0.08% | Reduce -1.9% | 439,613 | $21.6M |
| a16z Perennial Management, L.P. | 1.77% | No change | 435,683 | $21.4M |
| Regimen Wealth, LLC | 6.61% | Add +1194.2% | 434,319 | $21.3M |
| Luminvest Wealth Management LLC | 7.35% | Add +11.6% | 418,936 | $20.5M |
| Jump Financial, LLC | 0.25% | New | 400,000 | $19.6M |
| Heartwood Wealth Advisors LLC | 2.01% | Reduce -1.1% | 393,005 | $19.3M |
| Colony Family Offices, LLC | 4.94% | Add +15.7% | 389,555 | $19.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.1% | 387,695 | $19.0M |
| Atmos Advisory, LLC | 11.89% | Add +8.7% | 380,344 | $18.6M |
| Pinnacle Financial Partners Inc | 0.39% | Reduce -34.4% | 380,305 | $18.6M |
| Captrust Financial Advisors | 0.04% | Add +22.6% | 373,704 | $18.3M |
| Keystone Global Partners, LLC | 9.94% | Add +34.5% | 371,980 | $18.2M |
| Brookstone Capital Management | 0.24% | Add +5.8% | 371,638 | $18.2M |
| Brown Advisory Inc. | 0.02% | Reduce -36.1% | 368,087 | $18.0M |
| Apella Capital, LLC | 0.49% | Add +8.3% | 365,872 | $17.9M |
| Cahaba Wealth Management, Inc. | 1.38% | Add +16.2% | 362,753 | $17.8M |
| Davidson Investment Advisors | 0.80% | Add +4.2% | 361,298 | $17.7M |
| Moller Wealth Partners | 3.91% | Reduce -1.3% | 360,832 | $17.7M |
| Deutsche Bank AG | 0.01% | Add +15.3% | 356,447 | $17.5M |
| Merit Financial Group, LLC | 0.19% | Add +65.4% | 354,384 | $17.4M |
| Anderson Hoagland & Co. | 1.64% | Add +9.1% | 350,758 | $17.2M |
| Carnegie Investment Counsel | 0.35% | Add +2.5% | 350,253 | $17.2M |
| Ieq Capital, LLC | 0.10% | Add +1712.4% | 336,379 | $16.5M |
| Stairway Partners, LLC | 0.93% | Add +4.9% | 333,868 | $16.4M |
| Empower Advisory Group, LLC | 0.05% | Reduce -3.4% | 332,078 | $16.3M |
| Unison Advisors LLC | 1.81% | Add +0.0% | 329,967 | $16.2M |
| Towneley Capital Management, Inc / DE | 3.70% | Add +3.6% | 328,977 | $16.1M |
| Old National Bancorp | 0.29% | Add +5.3% | 327,350 | $16.0M |
| Comerica Bank | 0.06% | Add +11.8% | 326,211 | $16.0M |
| First Horizon Advisors, Inc. | 0.41% | Add +6.3% | 321,315 | $15.8M |
| Cullen/Frost Bankers, Inc. | 0.20% | Reduce -17.8% | 320,227 | $15.7M |
| Assetmark, Inc. | 0.04% | Add +484.2% | 313,826 | $15.4M |
| Stonebridge Financial Group, LLC | 1.49% | Add +0.5% | 313,302 | $15.4M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.2M |
| Mb, Levis & Associates, LLC | 6.61% | Add +2.0% | 306,753 | $15.0M |
| Single Point Partners, LLC | 3.27% | Add +16.5% | 305,014 | $15.0M |
| Foster Victor Wealth Advisors, LLC | 1.01% | Add +0.5% | 305,192 | $14.9M |
| Riversedge Advisors, LLC | 2.91% | Add +17.1% | 303,926 | $14.9M |
| Frisco Financial Planning LLC | 13.47% | Add +1.7% | 301,997 | $14.8M |
| Seneca Financial Advisors LLC | 5.66% | Add +31.9% | 299,745 | $14.7M |
| Evanson Asset Management, LLC | 0.90% | Add +14.7% | 296,755 | $14.5M |
| &partners | 0.11% | Add +19.6% | 296,771 | $14.5M |
| Clark Asset Management, LLC | 1.96% | Add +0.2% | 293,331 | $14.4M |
| Grove Bank & Trust | 1.76% | Add +1.6% | 287,596 | $14.1M |
| Foster & Motley Inc. | 0.81% | Reduce -1.6% | 287,579 | $14.1M |
| Keybank National Association | 0.05% | Add +80.4% | 286,941 | $14.1M |
| Compound Planning, Inc. | 0.53% | Add +15.9% | 286,687 | $14.1M |
| CX Institutional | 0.49% | Reduce -50.5% | 285,539 | $14.0M |
| San Luis Wealth Advisors LLC | 2.95% | Reduce -27.3% | 279,910 | $13.7M |
| Newton One Investments LLC | 4.26% | Reduce -4.5% | 276,260 | $13.5M |
| Divergent Planning, LLC | 4.00% | Add +0.5% | 276,707 | $13.5M |
| Sagespring Wealth Partners, LLC | 0.29% | Reduce -20.5% | 275,544 | $13.5M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +737.5% | 275,298 | $13.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -93.6% | 272,200 | $13.3M |
| Citigroup Inc. | 0.01% | Add +121.9% | 268,424 | $13.2M |
| Old Mission Capital LLC | 0.35% | New | 267,917 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +13.1% | 263,221 | $12.9M |
| Cardiff Park Advisors, LLC | 1.09% | Reduce -0.4% | 257,023 | $12.6M |
| Roth Financial Partners LLC | 4.51% | Reduce -8.1% | 255,174 | $12.5M |
| Lido Advisors, LLC | 0.07% | Reduce -11.2% | 253,122 | $12.4M |
| Stewardship Advisors, LLC | 3.08% | Add +1.9% | 247,790 | $12.1M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -10.4% | 246,195 | $12.1M |
| Equitable Holdings, Inc. | 0.10% | Add +10.8% | 242,355 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Add +14.0% | 242,144 | $11.9M |
| PDS Planning, Inc | 0.88% | Add +2.9% | 241,902 | $11.9M |
| Partners in Financial Planning | 2.15% | Add +9.7% | 238,192 | $11.7M |
| 1900 Wealth Management LLC | 0.84% | Add +13.1% | 227,290 | $11.1M |
| Smithfield Trust Co | 0.51% | Reduce -4.2% | 218,242 | $10.7M |
| Earned Wealth Advisors, LLC | 2.09% | Add +1.4% | 217,373 | $10.7M |
| Vise Technologies, Inc. | 0.44% | — | 217,315 | $10.7M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -14.6% | 216,145 | $10.6M |
| Brooklyn FI, LLC | 2.72% | Reduce -25.9% | 216,125 | $10.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -3.6% | 212,271 | $10.4M |
| Strategic Blueprint, LLC | 0.51% | Add +14.0% | 210,218 | $10.3M |
| Silver Oak Advisory Group, Inc. | 4.96% | Reduce -10.1% | 208,956 | $10.2M |
| Asio Capital, LLC | 1.70% | New | 208,180 | $10.2M |
| Fiduciary Trust Co | 0.13% | Add +8.7% | 207,930 | $10.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.94% | Add +12.2% | 206,276 | $10.1M |
| Winthrop Advisory Group LLC | 0.97% | Add +12.2% | 205,578 | $10.1M |
| Prudential Financial Inc. | 0.01% | Add +1041.7% | 205,500 | $10.1M |
| Aprio Wealth Management, LLC | 1.12% | Add +22.6% | 202,390 | $9.9M |
| Baron Silver Stevens Financial Advisors, LLC | 1.59% | Reduce -29.6% | 201,979 | $9.9M |
| Keebeck Wealth Management | 1.30% | Reduce -2.6% | 201,847 | $9.9M |
| Elm Partners Management LLC | 0.57% | Reduce -2.3% | 199,552 | $9.8M |
| 25 LLC | 3.58% | Add +2.2% | 198,506 | $9.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +9.4% | 196,622 | $9.6M |
| Mallini Complete Financial Planning LLC | 13.92% | Add +10.5% | 196,404 | $9.6M |
| CoreCap Advisors, LLC | 0.39% | Add +10.9% | 195,701 | $9.6M |
| RTD Financial Advisors, Inc. | 1.23% | Add +12.4% | 195,551 | $9.6M |
| Trinity Financial Advisors LLC | 2.93% | Add +29.5% | 195,385 | $9.6M |
| Physician Wealth Solutions Inc. | 4.43% | Reduce -29.9% | 194,856 | $9.6M |
| Joel Adams & Associates, Inc. | 8.43% | Reduce -10.5% | 194,330 | $9.5M |
| Brandywine Oak Private Wealth LLC | 0.87% | Add +80.5% | 191,871 | $9.4M |
| Ami Investment Management Inc. | 2.40% | Add +11.5% | 189,954 | $9.3M |
| Firestone Capital Management | 2.16% | Reduce -1.3% | 187,401 | $9.2M |
| Jacobson & Schmitt Advisors, LLC | 1.61% | Reduce -1.0% | 185,639 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +80.4% | 184,879 | $9.1M |
| Forum Financial Management, LP | 0.14% | Add +220.8% | 184,815 | $9.1M |
| Seeds Investor LLC | 2.12% | Add +44.8% | 184,335 | $9.0M |
| Coastline Trust Co | 1.03% | Reduce -8.7% | 183,708 | $9.0M |
| Verus Financial Partners, Inc. | 0.91% | Reduce -30.5% | 182,517 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +24.5% | 181,432 | $8.9M |
| L2 Asset Management, LLC | 1.46% | Add +0.4% | 181,358 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -3.7% | 180,917 | $8.9M |
| Spirepoint Private Client, LLC | 1.00% | Reduce -3.8% | 180,599 | $8.9M |
| Mayflower Financial Advisors, LLC | 1.23% | Add +65.3% | 179,461 | $8.8M |
| Capstone Financial Advisors, Inc. | 0.51% | Add +99.2% | 179,431 | $8.8M |
| Moody National Bank Trust Division | 0.80% | Add +39.6% | 178,896 | $8.8M |
| Capstone Capital LLC | 6.36% | Add +1.7% | 178,706 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +21.1% | 177,137 | $8.7M |
| Quaker Wealth Management, LLC | 2.88% | — | 175,137 | $8.6M |
| Altiora Financial Group, LLC | 1.67% | Add +0.2% | 174,193 | $8.5M |
| Jane Street Group, LLC | 0.01% | New | 171,925 | $8.4M |
| Summit Financial, LLC | 0.19% | Add +12.4% | 171,657 | $8.4M |
| Roberts Glore & Co. Inc. | 2.42% | Reduce -17.6% | 169,097 | $8.3M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -2.8% | 167,859 | $8.2M |
| Tilson Financial Group, Inc. | 3.08% | Reduce -27.7% | 166,672 | $8.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.21% | Add +64.5% | 164,668 | $8.1M |
| Composition Wealth, LLC | 0.13% | Add +2.4% | 162,588 | $8.0M |
| ONE Advisory Partners, LLC | 2.64% | Add +10.6% | 162,999 | $7.9M |
| Cooper/Haims Advisors, LLC | 3.86% | Add +32.1% | 160,025 | $7.8M |
| Envision Financial Planning, LLC | 3.67% | New | 159,932 | $7.8M |
| Legacy Edge Advisors, LLC | 1.03% | Reduce -66.5% | 157,278 | $7.7M |
| Tenret Co LLC | 4.15% | Reduce -38.5% | 155,053 | $7.6M |
| Blume Capital Management, Inc. | 1.54% | Reduce -12.1% | 154,575 | $7.6M |
| Valmark Advisers, Inc. | 0.11% | Add +8.6% | 154,270 | $7.6M |
| TD Private Client Wealth LLC | 0.19% | Add +0.8% | 153,772 | $7.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.16% | Reduce -4.0% | 153,103 | $7.5M |
| Soltis Investment Advisors LLC | 0.59% | Reduce -4.8% | 152,986 | $7.5M |
| Clearstead Advisors, LLC | 0.10% | Reduce -25.7% | 152,358 | $7.5M |
| Websterrogers Financial Advisors, LLC | 2.32% | Reduce -4.2% | 149,146 | $7.3M |
| Level Wealth Management LLC | 4.24% | Reduce -26.2% | 148,846 | $7.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.46% | Reduce -37.5% | 148,787 | $7.3M |
| Aspire Private Capital, LLC | 1.70% | Reduce -32.3% | 148,779 | $7.3M |
| UMB Bank, n.a. | 0.11% | Reduce -14.8% | 148,052 | $7.3M |
| Hurlow Wealth Management Group, Inc. | 2.05% | Add +9.1% | 147,712 | $7.2M |
| Cascade Financial Partners, LLC | 0.86% | Add +5.5% | 146,601 | $7.2M |
| Schiavi & Co LLC | 2.41% | Add +5.8% | 145,148 | $7.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -19.1% | 145,095 | $7.1M |
| TAGStone Capital, Inc. | 2.92% | Reduce -9.2% | 144,747 | $7.1M |
| Beacon Wealthcare LLC | 2.63% | Add +5.8% | 142,151 | $7.0M |
| High Falls Advisors, Inc | 1.53% | Add +54.8% | 141,315 | $6.9M |
| CGN Advisors LLC | 0.61% | Reduce -28.8% | 140,416 | $6.9M |
| Park Avenue Securities LLC | 0.06% | Add +3.3% | 140,313 | $6.9M |
| Gutierrez Wealth Advisory, LLC | 4.56% | Add +85.7% | 138,643 | $6.8M |
| Tull Financial Group, Inc. | 3.08% | New | 137,996 | $6.8M |
| Genesis Private Wealth, LLC | 3.16% | Add +7.4% | 136,735 | $6.7M |
| ForthRight Wealth Management, LLC | 2.09% | Reduce -8.3% | 136,705 | $6.7M |
| Alaethes Wealth, LLC | 2.00% | Add +3.1% | 136,279 | $6.7M |
| McNamara Financial Services, Inc. | 1.32% | Add +22.7% | 136,055 | $6.7M |
| Geneos Wealth Management Inc. | 0.16% | Add +11.0% | 135,835 | $6.7M |
| Dorsey & Whitney Trust CO LLC | 0.35% | Reduce -11.1% | 135,378 | $6.6M |
| Vishria Bird Financial Group, LLC | 2.21% | Add +10.0% | 135,312 | $6.6M |
| Burt Wealth Advisors | 1.51% | Add +40.3% | 134,418 | $6.6M |
| Dravo Bay LLC | 3.15% | Add +37.8% | 132,782 | $6.5M |
| Principal Securities, Inc. | 0.12% | Add +10.8% | 131,930 | $6.5M |
| Citadel Advisors | 0.01% | New | 130,952 | $6.4M |
| Chesley Taft & Associates LLC | 0.28% | Add +19.3% | 128,868 | $6.3M |
| Rochester Wealth Strategies, LLC | 4.45% | New | 126,407 | $6.2M |
| Goodman Advisory Group, LLC | 2.10% | Reduce -58.6% | 126,219 | $6.2M |
| Simplicity Wealth,LLC | 0.26% | Add +146.6% | 126,205 | $6.2M |
| Summit Wealth Group, LLC | 1.58% | Reduce -43.4% | 125,867 | $6.2M |
| Brown Wealth Management, LLC | 1.89% | Add +80.7% | 124,287 | $6.1M |
| Liberty Capital Management, Inc. | 1.22% | Add +7.2% | 123,569 | $6.1M |
| Caliber Wealth Management, LLC / KS | 0.65% | Reduce -6.4% | 122,830 | $6.0M |
| Capital Advisors Wealth Management, LLC | 0.94% | Add +42.9% | 121,438 | $6.0M |
| American Financial & Tax Strategies Inc. | 3.03% | Add +7.8% | 119,525 | $5.9M |
| Ascent Group, LLC | 0.23% | Add +8.6% | 118,893 | $5.8M |
| Bowman & Co S.C. | 2.60% | Add +27.9% | 118,489 | $5.8M |
| Dynasty Wealth Management, LLC | 0.10% | Add +2.6% | 114,975 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -23.5% | 114,272 | $5.6M |
| Integrated Advisors Network LLC | 0.25% | Add +75.6% | 114,254 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.66% | Add +7.5% | 113,157 | $5.5M |
| Cherry Tree Wealth Management, LLC | 1.29% | Add +39.1% | 112,775 | $5.5M |
| Stonebridge Capital Advisors LLC | 0.42% | Add +4.0% | 112,419 | $5.5M |
| Nwam LLC | 0.32% | Add +7.7% | 112,466 | $5.5M |
| Stage Harbor Financial, LLC | 4.42% | Reduce -1.3% | 110,933 | $5.4M |
| One Degree Advisors Inc | 1.92% | Add +0.8% | 110,181 | $5.4M |
| TBH Global Asset Management, LLC | 1.14% | Add +591.2% | 109,190 | $5.4M |
| Hanson & Doremus Investment Management | 0.71% | Add +6.1% | 108,550 | $5.3M |
| Eagle Rock Investment Company, LLC | 0.84% | Add +5.6% | 107,690 | $5.3M |
| Patriot Investment Management Group, Inc. | 0.36% | Add +7.3% | 107,213 | $5.3M |
| Pinnacle Associates Ltd. | 0.08% | Add +39.2% | 106,998 | $5.2M |
| Capital Investment Services of America, Inc. | 0.48% | Reduce -10.4% | 106,925 | $5.2M |
| Yeomans Consulting Group, Inc. | 2.14% | Add +3.3% | 105,796 | $5.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.43% | Add +38.4% | 105,305 | $5.2M |
| Advisory Services Network, LLC | 0.08% | Add +27.3% | 105,310 | $5.1M |
| JNBA Financial Advisors | 0.49% | Reduce -12.7% | 104,239 | $5.1M |
| Vested Financial Planning, LLC | 4.51% | Add +20.8% | 103,354 | $5.1M |
| Watershed Private Wealth LLC | 1.83% | Add +21.0% | 102,599 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -39.6% | 102,130 | $5.0M |
| Paragon Capital Management Ltd | 0.92% | Reduce -8.7% | 102,091 | $5.0M |
| Glassman Wealth Services | 0.76% | Reduce -29.5% | 101,282 | $5.0M |
| Benjamin Edwards Inc. | 0.06% | Add +11.2% | 100,592 | $4.9M |
| MAI Capital Management | 0.03% | Reduce -2.3% | 99,523 | $4.9M |
| K2 Financial Inc. | 4.28% | Add +24.3% | 99,684 | $4.9M |
| RCS Financial Planning, LLC | 2.41% | Add +68.3% | 98,788 | $4.8M |
| Element Pointe Advisors, LLC | 1.17% | Add +0.5% | 98,667 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -87.1% | 98,419 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +11.9% | 97,684 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +24.7% | 97,027 | $4.8M |
| Manuka Financial, LLC | 2.57% | Reduce -0.6% | 96,278 | $4.7M |
| SigFig Wealth Management, LLC | 0.16% | Reduce -26.7% | 95,996 | $4.7M |
| OLIO Financial Planning | 1.48% | Add +39.8% | 95,448 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Add +197.7% | 95,324 | $4.7M |
| My Legacy Advisors, LLC | 1.66% | Add +30.5% | 95,148 | $4.7M |
| Wealth Alliance, LLC | 0.52% | Add +0.8% | 94,696 | $4.6M |
| Bristlecone Advisors, LLC | 0.39% | Reduce -27.2% | 94,276 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.16% | Add +32.3% | 93,732 | $4.6M |
| Retirement Investment Advisors, Inc. | 0.41% | Reduce -2.2% | 93,234 | $4.6M |
| Meridian Wealth Partners, LLC | 0.66% | Reduce -1.7% | 93,081 | $4.6M |
| Mustard Seed Financial, LLC | 3.28% | Add +37.0% | 92,970 | $4.6M |
| Sargent Investment Group, LLC | 0.62% | Add +127.0% | 93,178 | $4.6M |
| Schmidt P J Investment Management Inc. | 0.78% | Reduce -1.7% | 92,579 | $4.5M |
| Eaton Financial Holdings Company, LLC | 1.39% | Add +11.8% | 92,439 | $4.5M |
| Wrenne Financial Planning LLC | 2.11% | Add +86.6% | 92,151 | $4.5M |
| Benchmark Wealth Management, LLC | 1.99% | Reduce -6.2% | 91,353 | $4.5M |
| Simon Quick Advisors, LLC | 0.23% | Add +6.2% | 91,073 | $4.5M |
| WealthCollab, LLC | 2.48% | Reduce -3.0% | 89,877 | $4.4M |
| Blair William & Co. | 0.01% | Add +35.7% | 89,550 | $4.4M |
| Shade Tree Advisors LLC | 3.81% | Add +19.8% | 88,889 | $4.4M |
| Diversified Portfolios, Inc. | 0.41% | New | 88,578 | $4.3M |
| Pure Portfolios Holdings LLC | 1.46% | Reduce -5.3% | 87,658 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -15.9% | 87,631 | $4.3M |
| Vicus Capital | 0.35% | Add +28.8% | 86,992 | $4.3M |
| Stokes Family Office, LLC | 0.44% | Reduce -5.7% | 86,418 | $4.2M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -24.2% | 86,396 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.10% | Add +0.6% | 86,045 | $4.2M |
| TD Capital Management LLC | 0.39% | Reduce -1.6% | 85,211 | $4.2M |
| Motive Wealth Advisors | 1.90% | Reduce -9.7% | 85,046 | $4.2M |
| Kelman-Lazarov, Inc. | 0.67% | Reduce -15.2% | 84,555 | $4.1M |
| Atria Investments, Inc | 0.05% | Reduce -28.0% | 84,506 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +80.1% | 84,373 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -36.8% | 84,034 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -24.7% | 83,560 | $4.1M |
| Moneywise, Inc. | 1.87% | Add +21.4% | 81,514 | $4.0M |
| Florida Trust Wealth Management Co | 0.12% | Reduce -14.3% | 81,198 | $4.0M |
| Steph & Co. | 1.29% | Add +19.9% | 80,889 | $4.0M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -51.5% | 80,537 | $3.9M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -4.4% | 80,379 | $3.9M |
| Unique Wealth, LLC | 0.63% | New | 80,157 | $3.9M |
| Diversified Enterprises, LLC | 0.29% | Add +16.5% | 80,135 | $3.9M |
| BCGM Wealth Management, LLC | 1.10% | Add +34.1% | 79,895 | $3.9M |
| IFP Advisors, Inc | 0.11% | Reduce -8.6% | 79,878 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.51% | Add +1.6% | 79,728 | $3.9M |
| Newman Dignan & Sheerar, Inc. | 0.90% | Reduce -51.2% | 79,631 | $3.9M |
| Traction Financial Partners, LLC | 2.63% | Reduce -15.0% | 79,250 | $3.9M |
| McAdam, LLC | 0.21% | Reduce -8.2% | 78,606 | $3.9M |
| Financial Guidance Group, Inc. | 1.87% | Reduce -1.7% | 78,464 | $3.8M |
| CW Advisors, LLC | 0.04% | Reduce -28.3% | 77,838 | $3.8M |
| UNIVEST FINANCIAL Corp | 0.23% | Add +22.4% | 77,491 | $3.8M |
| Financial Life Advisors | 1.29% | Add +4.5% | 77,170 | $3.8M |
| Axxcess Wealth Management, LLC | 0.09% | Add +1.3% | 76,718 | $3.8M |
| RFG Advisory, LLC | 0.09% | Reduce -22.3% | 76,092 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -32.6% | 76,035 | $3.7M |
| Vannoy Advisory Group, Inc. | 2.57% | Reduce -1.5% | 75,869 | $3.7M |
| High Probability Advisors, LLC | 0.56% | Reduce -2.5% | 75,750 | $3.7M |
| Legacy PCG, LLC | 2.38% | Add +4.4% | 75,737 | $3.7M |
| Mason & Associates, LLC | 0.93% | Reduce -30.1% | 75,685 | $3.7M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -22.3% | 75,468 | $3.7M |
| First American Trust, FSB | 0.30% | Reduce -2.6% | 75,384 | $3.7M |
| Hassell Wealth Management, LLC | 1.34% | Add +0.2% | 75,593 | $3.7M |
| FourThought Financial Partners, LLC | 0.36% | Add +0.0% | 74,427 | $3.6M |
| Fisher Asset Management | 0.00% | Reduce -14.2% | 73,853 | $3.6M |
| Insight Wealth Strategies, LLC | 0.46% | Add +0.3% | 73,842 | $3.6M |
| RiverGlades Family Offices LLC | 2.36% | Add +2.9% | 73,498 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.8% | 72,943 | $3.6M |
| Compass Advisory Group LLC | 1.13% | Add +18.1% | 72,660 | $3.6M |
| Invst, LLC | 0.44% | Reduce -13.7% | 71,702 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.51% | Add +74.5% | 71,191 | $3.5M |
| Modern Wealth Management, LLC | 0.09% | Add +123.6% | 70,577 | $3.5M |
| Timonier Family Office, LTD. | 1.28% | Reduce -1.2% | 70,014 | $3.4M |
| World Investment Advisors | 0.08% | Add +136.1% | 69,329 | $3.4M |
| Glenview Trust Co | 0.06% | Add +6.4% | 69,173 | $3.4M |
| American Investment Services, Inc. | 0.86% | Add +10.2% | 68,774 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +53.2% | 67,162 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.20% | Reduce -0.5% | 66,896 | $3.3M |
| Creative Financial Designs Inc. | 0.24% | Reduce -0.1% | 66,757 | $3.3M |
| Enclave Advisors LLC | 0.53% | Reduce -79.3% | 66,696 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -9.6% | 66,616 | $3.3M |
| Ashton Thomas Securities, LLC | 0.79% | Add +22.1% | 66,488 | $3.3M |
| Shared Vision Wealth Group LLC | 1.60% | Add +3.1% | 65,770 | $3.2M |
| Tortoise Investment Management, LLC | 0.30% | Reduce -7.3% | 65,080 | $3.2M |
| Rockbridge Investment Management, LCC | 0.34% | No change | 64,838 | $3.2M |
| VSM Wealth Advisory, LLC | 1.04% | Reduce -22.1% | 64,362 | $3.2M |
| TPG Financial Advisors, LLC | 1.26% | Reduce -27.7% | 64,217 | $3.1M |
| Elser Financial Planning, Inc | 3.92% | New | 64,086 | $3.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.3% | 64,591 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.24% | Add +1.8% | 63,805 | $3.1M |
| William Mack & Associates, Inc. | 1.99% | Add +0.7% | 63,791 | $3.1M |
| Cornerstone Advisors Asset Management, LLC | 0.60% | Reduce -0.6% | 63,790 | $3.1M |
| Values Added Financial LLC | 1.51% | Reduce -40.7% | 63,703 | $3.1M |
| LPWM LLC | 0.91% | Add +306.1% | 63,677 | $3.1M |
| McNaughton Wealth Management, LLC | 1.39% | Reduce -23.1% | 63,475 | $3.1M |
| Sepio Capital, LP | 0.22% | Reduce -15.7% | 63,214 | $3.1M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -3.0% | 62,993 | $3.1M |
| Sterling Financial Planning, Inc. | 1.03% | Add +0.9% | 62,933 | $3.1M |
| Equita Financial Network, Inc. | 1.23% | Reduce -30.3% | 62,932 | $3.1M |
| Capital Asset Advisory Services LLC | 0.14% | Reduce -9.0% | 62,814 | $3.1M |
| Linscomb Wealth, Inc. | 0.14% | Add +2.6% | 62,427 | $3.1M |
| Rockwood Wealth Management, LLC | 0.27% | Reduce -42.7% | 61,608 | $3.0M |
| PrairieView Partners, LLC | 0.29% | Reduce -29.5% | 61,434 | $3.0M |
| SteelPeak Wealth, LLC | 0.12% | Add +3.4% | 61,110 | $3.0M |
| Sonata Capital Group Inc. | 1.18% | Add +1.9% | 60,280 | $3.0M |
| Edgestream Partners, L.P. | 0.08% | Reduce -6.3% | 59,906 | $2.9M |
| Grand Wealth Management, LLC | 1.51% | Add +21.0% | 59,885 | $2.9M |
| Hancock Whitney Corp. | 0.06% | No change | 59,773 | $2.9M |
| Advyzon Investment Management, LLC | 0.65% | Reduce -9.2% | 59,456 | $2.9M |
| Sincerus Advisory, LLC | 2.73% | Add +51.0% | 59,897 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +108.3% | 59,314 | $2.9M |
| Great Waters Wealth Management | 0.38% | Reduce -2.0% | 59,289 | $2.9M |
| L.K. Benson & Company, P.C. | 1.78% | Add +30.4% | 59,135 | $2.9M |
| Fulton Bank, N.A. | 0.11% | Add +7.8% | 59,135 | $2.9M |
| BTG Pactual Asset Management US LLC | 0.39% | Add +9.9% | 59,120 | $2.9M |
| Bailard, Inc. | 0.07% | Reduce -2.8% | 59,062 | $2.9M |
| HUB Investment Partners, LLC | 0.10% | Reduce -0.1% | 58,604 | $2.9M |
| Rede Wealth, LLC | 1.04% | Reduce -0.4% | 58,546 | $2.9M |
| Fiduciary Wealth Partners, LLC | 2.69% | New | 58,300 | $2.9M |
| Chatham Capital Group, Inc. | 0.43% | Reduce -6.1% | 58,115 | $2.8M |
| Visionary Wealth Advisors | 0.14% | Reduce -4.3% | 57,538 | $2.8M |
| Washington Trust Advisors, Inc. | 0.23% | Add +1.7% | 57,395 | $2.8M |
| Allodium Investment Consultants, LLC | 1.78% | Add +8.1% | 57,211 | $2.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.52% | Add +1.8% | 56,892 | $2.8M |
| May Hill Capital, LLC | 0.92% | Reduce -11.9% | 56,685 | $2.8M |
| Phillips Financial Management, LLC | 0.20% | Reduce -5.8% | 56,563 | $2.8M |
| Arax Advisory Partners | 0.13% | Add +8.4% | 56,270 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +3.0% | 56,146 | $2.8M |
| IHT Wealth Management, LLC | 0.08% | Reduce -30.1% | 56,097 | $2.8M |
| Detalus Advisors, LLC | 0.79% | Reduce -13.1% | 55,820 | $2.7M |
| Savvy Advisors, Inc. | 0.18% | Reduce -12.1% | 55,674 | $2.7M |
| Theory Financial LLC | 1.03% | Reduce -0.5% | 55,834 | $2.7M |
| Hilltop Wealth Advisors, LLC | 1.52% | Reduce -71.0% | 55,360 | $2.7M |
| Opes Wealth Management LLC | 0.48% | Add +15.8% | 55,052 | $2.7M |
| Black Diamond Financial, LLC | 0.42% | Add +48.9% | 55,037 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.26% | Add +0.3% | 55,025 | $2.7M |
| Burney Co./ | 0.09% | Add +94.5% | 54,775 | $2.7M |
| Penney Financial, LLC | 1.36% | Add +87.2% | 54,532 | $2.7M |
| SP Asset Management LLC | 0.22% | Reduce -5.7% | 54,320 | $2.7M |
| Avid Wealth Partners LLC | 1.51% | Add +22.6% | 53,861 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.37% | Add +839.2% | 53,806 | $2.6M |
| Cannon Financial Strategists, Inc. | 0.42% | Reduce -4.7% | 53,701 | $2.6M |
| Planwiser Financial, LLC | 2.24% | Reduce -6.4% | 54,168 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Add +0.2% | 53,618 | $2.6M |
| Sellwood Investment Partners LLC | 1.26% | Reduce -8.8% | 53,583 | $2.6M |
| Bessemer Group Inc. | 0.00% | No change | 53,568 | $2.6M |
| C M Bidwell & Associates Ltd. | 1.36% | Add +5.0% | 53,405 | $2.6M |
| GEN Financial Management, INC. | 2.13% | Reduce -4.5% | 53,181 | $2.6M |
| Steele Capital Management, Inc. | 0.12% | Reduce -30.7% | 52,205 | $2.6M |
| Flputnam Investment Management Co. | 0.04% | Reduce -10.6% | 52,178 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -38.0% | 52,161 | $2.6M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -11.3% | 52,060 | $2.6M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -4.9% | 52,009 | $2.6M |
| Galvin, Gaustad & Stein, LLC | 0.22% | Reduce -18.4% | 51,195 | $2.5M |
| Pacific Point Advisors, LLC | 1.35% | Reduce -7.6% | 50,710 | $2.5M |
| Fidelis Capital Partners, LLC | 0.23% | Reduce -44.4% | 50,645 | $2.5M |
| Acima Private Wealth, LLC | 0.84% | Add +1.0% | 50,430 | $2.5M |
| SageView Advisory Group, LLC | 0.09% | Reduce -41.4% | 50,859 | $2.5M |
| TPG Advisors LLC | 1.76% | Reduce -11.4% | 49,744 | $2.4M |
| WBH Advisory Inc. | 0.21% | Reduce -31.2% | 49,472 | $2.4M |
| FDx Advisors, Inc. | 0.73% | Add +0.5% | 48,900 | $2.4M |
| Stephens Inc. | 0.03% | Add +29.4% | 48,435 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.32% | No change | 48,204 | $2.4M |
| Main Street Financial Solutions, LLC | 0.17% | Add +2.9% | 47,957 | $2.4M |
| Spire Wealth Management | 0.08% | Reduce -25.6% | 47,332 | $2.3M |
| Verus Wealth Management, LLC | 2.33% | Reduce -24.6% | 47,250 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -4.5% | 47,223 | $2.3M |
| Collective Family Office LLC | 0.58% | Reduce -18.3% | 46,240 | $2.3M |
| Catalyst Financial Partners LLC | 0.25% | Add +522.2% | 45,802 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -82.2% | 45,638 | $2.2M |
| Truepoint, Inc. | 0.06% | Add +81.0% | 45,589 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +13.2% | 45,537 | $2.2M |
| Kuhn & Co Investment Counsel | 1.69% | Add +11.7% | 45,487 | $2.2M |
| Vermillion Wealth Management, Inc. | 1.06% | Reduce -51.6% | 45,463 | $2.2M |
| Neumann Capital Management, LLC | 0.70% | Reduce -15.5% | 45,448 | $2.2M |
| VestGen Advisors, LLC | 0.09% | Reduce -1.8% | 45,396 | $2.2M |
| Csenge Advisory Group | 0.12% | Add +39.3% | 45,526 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -43.9% | 45,137 | $2.2M |
| Envision Financial LLC | 1.47% | Add +385.1% | 45,077 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.11% | Reduce -67.1% | 44,000 | $2.2M |
| Snider Financial Group | 0.62% | Add +1.1% | 43,916 | $2.2M |
| Financial Strategies Group, Inc. | 0.45% | Reduce -9.4% | 43,926 | $2.1M |
| GW&K Investment Management, LLC | 0.02% | No change | 43,680 | $2.1M |
| Claro Advisors Inc. | 0.35% | Add +139.9% | 43,639 | $2.1M |
| Glassy Mountain Advisors, Inc. | 0.69% | Add +1.1% | 43,517 | $2.1M |
| Country Club Bank | 0.13% | Reduce -2.8% | 43,191 | $2.1M |
| Mullooly Asset Management, Inc. | 0.89% | Add +8.8% | 43,007 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -15.6% | 42,917 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.14% | New | 42,808 | $2.1M |
| Grey Fox Wealth Advisors, LLC | 0.50% | Add +126.3% | 42,457 | $2.1M |
| Rialto Wealth Management, LLC | 0.58% | Add +19.6% | 42,312 | $2.1M |
| St Germain D J Co. Inc. | 0.09% | Add +7.8% | 42,096 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -23.1% | 41,724 | $2.0M |
| Glen Eagle Advisors, LLC | 0.31% | Add +0.1% | 40,970 | $2.0M |
| Independent Advisor Alliance | 0.06% | Add +178.8% | 40,896 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +2.3% | 40,867 | $2.0M |
| Integrity Wealth Solutions LLC | 0.97% | Reduce -27.1% | 40,573 | $2.0M |
| Certior Financial Group, LLC | 1.53% | Add +4.8% | 40,546 | $2.0M |
| Laurel Wealth Advisors LLC | 0.30% | Add +2.0% | 40,483 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +3.6% | 40,249 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +2.3% | 40,232 | $2.0M |
| Watchman Group, Inc. | 0.51% | No change | 40,154 | $2.0M |
| Plum Street Advisors, LLC | 0.86% | Reduce -7.0% | 39,858 | $2.0M |
| CPR Investments Inc. | 1.51% | No change | 39,600 | $1.9M |
| Commerce Bank | 0.01% | Reduce -10.1% | 39,398 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +5.1% | 39,301 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.62% | Add +5.7% | 39,281 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.8% | 39,268 | $1.9M |
| Mattern Capital Management, LLC | 0.23% | Add +6.4% | 39,250 | $1.9M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -19.5% | 39,231 | $1.9M |
| Eagle Global Advisors LLC | 0.08% | Add +4.0% | 39,140 | $1.9M |
| Financial Freedom, LLC | 1.03% | Reduce -1.5% | 38,947 | $1.9M |
| Lansing Street Advisors | 0.57% | Add +228.0% | 38,938 | $1.9M |
| Financial Architects, LLC | 1.16% | Add +3.5% | 38,925 | $1.9M |
| United Advisor Group, LLC | 0.33% | Add +106.1% | 38,860 | $1.9M |
| Midwest Trust Co | 0.03% | — | 38,850 | $1.9M |
| Naples Global Advisors, LLC | 0.16% | Add +0.7% | 38,808 | $1.9M |
| Precedent Wealth Partners, LLC | 0.46% | Reduce -5.6% | 38,348 | $1.9M |
| Red Tortoise LLC | 0.92% | Add +152.6% | 38,286 | $1.9M |
| Wheelhouse Advisory Group LLC | 0.92% | Reduce -5.1% | 38,023 | $1.9M |
| Sage Rhino Capital LLC | 0.39% | Reduce -4.8% | 37,903 | $1.9M |
| Petra Financial Advisors Inc. | 1.17% | Add +2.3% | 37,673 | $1.8M |
| Boyd Wealth Management, LLC | 0.79% | Reduce -6.6% | 37,192 | $1.8M |
| Golden Bell Financial Planning LLC | 1.71% | Reduce -2.7% | 37,080 | $1.8M |
| Midwestern Financial, LLC | 1.70% | — | 36,909 | $1.8M |
| Brewster Financial Planning LLC | 1.22% | Add +12.5% | 36,745 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Add +7.1% | 36,517 | $1.8M |
| Culbertson A N & Co. Inc. | 0.27% | Add +11.6% | 36,500 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.46% | Reduce -4.1% | 36,221 | $1.8M |
| Highline Wealth Partners LLC | 0.52% | Reduce -0.4% | 36,126 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +46.1% | 35,989 | $1.8M |
| Quantinno Capital Management LP | 0.01% | Reduce -55.8% | 35,763 | $1.8M |
| Hilltop Partners LLC | 0.53% | Reduce -3.7% | 35,592 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -3.3% | 35,458 | $1.7M |
| Busey Bank | 0.05% | Reduce -2.6% | 34,996 | $1.7M |
| Cypress Wealth Services, LLC | 0.31% | Add +12.1% | 34,873 | $1.7M |
| GSG Advisors LLC | 0.50% | Add +1.3% | 34,842 | $1.7M |
| HHM Wealth Advisors, LLC | 0.20% | Reduce -4.7% | 34,660 | $1.7M |
| Twele Capital Management, Inc. | 0.34% | Reduce -2.9% | 34,648 | $1.7M |
| Ssa Swiss Advisors AG | 0.81% | Reduce -1.4% | 34,770 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1768.6% | 34,102 | $1.7M |
| Aletheian Wealth Advisors LLC | 0.82% | No change | 34,071 | $1.7M |
| Strathmore Capital Advisors, Inc. | 0.74% | — | 34,091 | $1.7M |
| Proffitt & Goodson Inc. | 0.25% | Reduce -8.5% | 33,737 | $1.7M |
| Everhart Financial Group, Inc. | 0.19% | Reduce -6.7% | 33,674 | $1.7M |
| First Citizens Bank & Trust Co. | 0.03% | Add +8.2% | 33,356 | $1.6M |
| Meredith Wealth Planning | 0.59% | Reduce -20.9% | 33,096 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.43% | Add +22.6% | 33,018 | $1.6M |
| McIlrath & Eck, LLC | 0.18% | Reduce -7.3% | 32,947 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +87.6% | 32,936 | $1.6M |
| ABLE Financial Group, LLC | 0.39% | Reduce -89.6% | 32,849 | $1.6M |
| TSA Wealth Managment LLC | 0.58% | Add +19.1% | 32,372 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +28.6% | 32,300 | $1.6M |
| Souders Financial Advisors | 0.20% | Add +6.8% | 32,206 | $1.6M |
| Leeward Financial Partners, LLC | 0.50% | Add +7.4% | 32,142 | $1.6M |
| SouthState Bank Corp | 0.07% | Add +69.6% | 32,058 | $1.6M |
| Silverlake Wealth Management LLC | 0.46% | New | 31,957 | $1.6M |
| Canopy Partners, LLC | 0.57% | Reduce -38.4% | 31,835 | $1.6M |
| Wealth Alliance Advisory Group, LLC | 0.30% | Reduce -13.6% | 31,782 | $1.6M |
| LJI Wealth Management, LLC | 0.27% | Add +25.4% | 31,753 | $1.6M |
| Stevens Capital Partners | 0.56% | Add +145.9% | 31,843 | $1.6M |
| Oak Hill Wealth Advisors, LLC | 0.32% | Reduce -0.9% | 31,790 | $1.6M |
| Middleton & Co. Inc. | 0.17% | No change | 31,100 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | — | 31,039 | $1.5M |
| Retirement Planning Group, LLC | 0.06% | Reduce -33.1% | 30,901 | $1.5M |
| Life Planning Partners, Inc | 1.19% | Add +6.5% | 30,557 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | New | 30,379 | $1.5M |
| Oak Wealth Advisors LLC | 0.95% | Reduce -18.9% | 30,347 | $1.5M |
| Kings Path Partners LLC | 0.58% | Add +8.3% | 29,632 | $1.5M |
| Columbus Macro, LLC | 0.18% | Add +6.5% | 29,502 | $1.4M |
| Park Place Capital Corp | 0.33% | New | 29,393 | $1.4M |
| WealthShield Partners, LLC | 0.17% | Add +7.2% | 29,280 | $1.4M |
| Apexium Financial, LP | 0.08% | Add +10.2% | 29,270 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.10% | New | 29,108 | $1.4M |
| Navalign, LLC | 0.39% | Add +43.0% | 29,092 | $1.4M |
| Act Wealth Management, LLC | 0.60% | Reduce -1.4% | 29,088 | $1.4M |
| RFP Financial Group LLC | 0.59% | Add +2.0% | 28,996 | $1.4M |
| Maia Wealth LLC | 0.27% | Add +0.3% | 28,993 | $1.4M |
| Forum Private Client Group LLC | 0.55% | Add +14.3% | 28,967 | $1.4M |
| First Pacific Financial | 0.21% | Reduce -38.2% | 28,939 | $1.4M |
| James Investment Research, Inc. | 0.17% | Add +47.3% | 28,833 | $1.4M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -1.5% | 28,753 | $1.4M |
| IFG Advisory, LLC | 0.07% | Add +37.8% | 28,527 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.12% | No change | 28,284 | $1.4M |
| Elequin Capital, LP | 0.44% | New | 27,808 | $1.4M |
| Apeiron RIA LLC | 0.35% | Add +37.3% | 27,798 | $1.4M |
| Von Berge Wealth Management Group, LLC | 0.76% | Add +0.2% | 27,995 | $1.4M |
| Transce3nd, LLC | 0.57% | Reduce -13.0% | 27,575 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +4.3% | 27,316 | $1.3M |
| American National Bank & Trust | 0.14% | Add +5.0% | 27,232 | $1.3M |
| Note Advisors, LLC | 0.92% | Reduce -19.8% | 27,041 | $1.3M |
| Access Financial Services, Inc. | 0.50% | New | 26,950 | $1.3M |
| Armstrong Advisory Group, Inc. | 0.10% | Add +11.2% | 26,945 | $1.3M |
| Aviance Capital Partners, LLC | 0.17% | Add +12.8% | 26,930 | $1.3M |
| Hanover Advisors Inc. | 0.54% | Add +23.2% | 26,851 | $1.3M |
| Eclectic Associates Inc. | 0.29% | Add +40.8% | 26,846 | $1.3M |
| IMPACTfolio, LLC | 0.62% | New | 26,790 | $1.3M |
| Intergy Private Wealth, LLC | 0.45% | Add +1.6% | 26,783 | $1.3M |
| Bernardo Wealth Planning LLC | 0.28% | Reduce -0.5% | 26,701 | $1.3M |
| 1834 Investment Advisors Co. | 0.17% | Add +15.0% | 26,688 | $1.3M |
| Root Financial Partners, LLC | 0.13% | Add +51.5% | 26,622 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.40% | Reduce -30.3% | 26,172 | $1.3M |
| Crabel Capital Management, LLC | 0.78% | Add +204.4% | 26,079 | $1.3M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -2.2% | 26,021 | $1.3M |
| Checchi Capital Advisers, LLC | 0.09% | Add +227.8% | 26,017 | $1.3M |
| Davis Wealth Advisors, LLC | 1.35% | Reduce -19.7% | 25,904 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Reduce -17.5% | 25,867 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.49% | Reduce -6.4% | 25,867 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.20% | Reduce -8.0% | 25,709 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -10.3% | 25,664 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Add +13.6% | 25,610 | $1.3M |
| W Advisors, LLC | 0.71% | Reduce -12.8% | 25,140 | $1.2M |
| Howe & Rusling Inc. | 0.09% | Reduce -6.7% | 25,091 | $1.2M |
| Centurion Wealth Management LLC | 0.35% | Add +1.4% | 25,027 | $1.2M |
| Lokken Investment Group LLC | 0.47% | Add +23.9% | 25,001 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.67% | Reduce -10.7% | 25,000 | $1.2M |
| Capital Insight Partners, LLC | 0.21% | Reduce -6.2% | 24,999 | $1.2M |
| Lakewood Asset Management LLC | 0.82% | Add +9.5% | 24,954 | $1.2M |
| Harbour Investment Management LLC | 0.53% | No change | 24,945 | $1.2M |
| Blankinship & Foster, LLC | 0.28% | Add +62.5% | 24,753 | $1.2M |
| Verisail Partners, LLC | 0.51% | No change | 24,544 | $1.2M |
| Seaside Wealth Management, Inc. | 0.38% | New | 24,510 | $1.2M |
| Stone Summit Wealth LLC | 0.37% | Reduce -26.4% | 24,403 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -18.5% | 24,384 | $1.2M |
| Continuum Advisory, LLC | 0.14% | Reduce -13.4% | 24,337 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.2% | 24,266 | $1.2M |
| Center for Financial Planning, Inc. | 0.14% | Add +178.6% | 24,216 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | No change | 24,130 | $1.2M |
| Prestige Wealth Management Group LLC | 0.24% | Reduce -0.2% | 24,118 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -80.9% | 24,062 | $1.2M |
| Veracity Capital LLC | 0.41% | New | 24,020 | $1.2M |
| Relyea Zuckerberg Hanson LLC | 0.14% | Reduce -26.4% | 23,976 | $1.2M |
| Revolve Wealth Partners, LLC | 0.15% | Reduce -25.4% | 23,640 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -11.8% | 23,639 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.35% | Reduce -1.6% | 23,419 | $1.1M |
| Perennial Advisors, LLC | 0.21% | Reduce -10.3% | 23,363 | $1.1M |
| Prospera Capital Management, LLC | 0.63% | New | 23,348 | $1.1M |
| Ethos Financial Group, LLC | 0.10% | Reduce -11.7% | 23,172 | $1.1M |
| TriaGen Wealth Management LLC | 0.34% | Reduce -0.9% | 23,096 | $1.1M |
| Presilium Private Wealth, LLC | 0.23% | Add +8.6% | 22,998 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.46% | Add +33.2% | 22,852 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.1% | 22,513 | $1.1M |
| Breakwater Capital Group | 0.18% | Reduce -42.5% | 22,447 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +46.4% | 22,431 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 22,401 | $1.1M |
| FC Advisory LLC | 0.34% | Add +5.5% | 22,322 | $1.1M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +126.9% | 22,269 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +32.6% | 22,147 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +51.8% | 22,135 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -19.7% | 22,311 | $1.1M |
| Eaton-Cambridge Inc. | 0.41% | Add +7.8% | 22,013 | $1.1M |
| Revisor Wealth Management LLC | 0.39% | Add +14.7% | 21,969 | $1.1M |
| Croban | 0.92% | Add +6.2% | 21,855 | $1.1M |
| Taylor Hoffman Capital Management LLC | 0.36% | Reduce -3.1% | 21,750 | $1.1M |
| Conquis Financial LLC | 1.03% | Reduce -0.3% | 21,711 | $1.1M |
| Tenon Financial LLC | 0.47% | No change | 21,646 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.20% | No change | 21,611 | $1.1M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -3.0% | 21,602 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.26% | Reduce -41.5% | 21,286 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.45% | Add +7.3% | 21,255 | $1.0M |
| Human Investing LLC | 0.16% | Reduce -11.1% | 21,201 | $1.0M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -14.3% | 21,191 | $1.0M |
| Titan Global Capital Management USA LLC | 0.16% | Reduce -12.2% | 21,146 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 20,173 | $1.0M |
| Encompass Wealth Advisors, LLC | 0.38% | Add +23.5% | 21,020 | $1.0M |
| Norden Group LLC | 0.11% | Add +2.3% | 21,017 | $1.0M |
| LVW Advisors, LLC | 0.11% | Reduce -0.1% | 20,929 | $1.0M |
| Richardson Financial Services Inc. | 0.68% | New | 20,793 | $1.0M |
| Certus Wealth Management, LLC | 0.66% | Add +68.9% | 20,760 | $1.0M |
| Parkside Financial Bank & Trust | 0.11% | Add +6.7% | 20,735 | $1.0M |
| XTX Topco Ltd | 0.04% | New | 20,423 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 20,414 | $1.0M |
| Boxwood Ventures, Inc. | 1.29% | No change | 20,380 | $999K |
| Columbia Bank | 0.30% | No change | 20,430 | $999K |
| Horan Securities, Inc. | 0.35% | New | 20,374 | $999K |
| Rainier Family Wealth Inc. | 1.00% | Add +18.7% | 20,352 | $998K |
| Cranbrook Wealth Management, LLC | 0.21% | Reduce -1.2% | 20,282 | $994K |
| Disciplined Investments, LLC | 0.42% | Add +26.1% | 20,183 | $990K |
| WPG Advisers, LLC | 0.83% | Add +12.5% | 20,111 | $986K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -39.8% | 20,086 | $985K |
| Martin Worley Group | 0.48% | Add +31.6% | 20,045 | $983K |
| Arkadios Wealth Advisors | 0.03% | Add +10.0% | 19,954 | $978K |
| Breakwater Investment Management | 0.38% | Add +45.5% | 19,814 | $971K |
| Wolff Financial Management LLC | 0.25% | Add +0.5% | 19,762 | $969K |
| ORG Partners LLC | 0.21% | New | 19,795 | $969K |
| Evernest Financial Advisors, LLC | 0.31% | Add +6.3% | 19,695 | $966K |
| Farrell Financial LLC | 0.65% | Add +1.4% | 19,624 | $962K |
| Core Wealth Advisors, Inc. | 0.28% | Reduce -29.2% | 19,531 | $958K |
| Bear Mountain Capital, Inc. | 0.34% | No change | 19,713 | $956K |
| Hengehold Capital Management LLC | 0.09% | Reduce -92.1% | 19,491 | $956K |
| Heritage Financial Services, LLC | 0.09% | Reduce -23.1% | 19,461 | $954K |
| Long Island Wealth Management, Inc. | 0.49% | Reduce -4.6% | 19,411 | $952K |
| Accredited Investor Services, LLC | 0.72% | Reduce -64.0% | 19,319 | $947K |
| Charles Schwab Trust Co | 0.07% | No change | 19,311 | $947K |
| MIdWestOne Financial Group, Inc. | 0.12% | No change | 19,310 | $947K |
| Roof Eidam Maycock Peralta, LLC | 0.23% | Reduce -1.1% | 19,291 | $946K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -14.5% | 19,198 | $941K |
| Argent Trust Co | 0.04% | Add +6.9% | 19,046 | $934K |
| Wells Financial Advisors INC | 1.27% | No change | 18,880 | $926K |
| Compass Financial Group, INC | 0.15% | Reduce -12.7% | 18,861 | $925K |
| CFO4Life Group, LLC | 0.14% | Add +0.2% | 18,789 | $921K |
| Prospera Financial Services Inc | 0.02% | Reduce -26.9% | 18,678 | $916K |
| Brucke Financial, Inc. | 0.63% | Reduce -1.1% | 18,629 | $913K |
| Cyr Financial Inc. | 0.70% | Add +103.9% | 18,538 | $909K |
| Journey Beyond Wealth, LLC | 0.77% | Reduce -37.4% | 18,536 | $909K |
| Sapient Capital LLC | 0.02% | New | 18,438 | $904K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +0.0% | 18,423 | $903K |
| Sage Mountain Advisors LLC | 0.06% | Add +0.2% | 18,277 | $896K |
| Private Trust Co. NA | 0.09% | Reduce -8.9% | 18,260 | $895K |
| Americana Partners, LLC | 0.03% | No change | 18,235 | $894K |
| Sigma Planning Corp | 0.03% | Add +2.1% | 18,226 | $894K |
| Planning Directions Inc. | 0.50% | Add +0.8% | 18,190 | $892K |
| Strategic Financial Services, Inc. | 0.05% | Reduce -30.6% | 18,162 | $890K |
| Lockerman Financial Group, Inc. | 1.20% | No change | 18,113 | $888K |
| Northstar Group, Inc. | 0.14% | Reduce -14.0% | 18,034 | $884K |
| Peregrine Asset Advisers, Inc. | 0.28% | Reduce -4.6% | 18,022 | $884K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +52.8% | 17,945 | $880K |
| Cutler Investment Counsel LLC | 0.10% | Reduce -4.9% | 17,944 | $880K |
| Private Client Services, LLC | 0.34% | Add +37.0% | 17,903 | $878K |
| Hexagon Capital Partners LLC | 0.19% | Reduce -0.3% | 17,850 | $875K |
| Factor Wealth Management LTD | 0.24% | Add +113.8% | 17,828 | $874K |
| Icon Wealth Advisors, LLC | 0.06% | Add +29.9% | 17,753 | $870K |
| Wetzel Investment Advisors, Inc. | 0.40% | Reduce -8.7% | 17,579 | $862K |
| Scott Capital Advisors, LLC | 0.23% | Add +10.6% | 17,490 | $856K |
| Kraft Asset Management, LLC | 0.80% | No change | 17,446 | $855K |
| Keener Financial Planning LLC | 0.43% | Add +128.7% | 17,441 | $855K |
| Townsquare Capital LLC | 0.08% | Reduce -85.1% | 17,390 | $853K |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.6% | 17,437 | $852K |
| Eldridge Investment Advisors, Inc. | 0.18% | Reduce -22.6% | 17,387 | $850K |
| Lincoln Capital Corp. | 0.33% | Add +2.2% | 17,296 | $848K |
| Fortis Capital Advisors, LLC | 0.15% | Add +96.8% | 17,183 | $842K |
| D.A. Davidson & Co. | 0.01% | Add +65.8% | 17,142 | $840K |
| Net Worth Advisory Group | 0.19% | Add +46.0% | 17,119 | $839K |
| Elevate Wealth Advisory, Inc. | 0.59% | No change | 16,828 | $825K |
| Southland Equity Partners LLC | 0.18% | No change | 16,809 | $824K |
| Mma Asset Management LLC | 0.32% | Reduce -2.9% | 16,755 | $821K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -0.7% | 16,730 | $820K |
| Bond & Devick Financial Network, Inc. | 0.27% | Add +3.9% | 16,662 | $817K |
| W.H. Cornerstone Investments Inc. | 0.52% | Add +115.9% | 16,624 | $815K |
| High Net Worth Advisory Group LLC | 0.22% | Reduce -14.9% | 16,583 | $813K |
| Mason & Associates Inc | 0.19% | Reduce -24.9% | 16,562 | $812K |
| Greenup Street Wealth Management LLC | 0.14% | Add +227.8% | 16,509 | $809K |
| BCS Wealth Management | 0.17% | Add +96.6% | 16,413 | $805K |
| Cypress Point Wealth Management, LLC | 0.19% | New | 16,272 | $798K |
| FF Advisors,LLC | 0.41% | Add +3.6% | 16,241 | $796K |
| Wealth Management Resources, Inc. | 0.27% | No change | 16,217 | $795K |
| Private Wealth Asset Management, LLC | 0.10% | Add +59.2% | 16,141 | $791K |
| EPG Wealth Management LLC | 0.24% | Reduce -1.8% | 16,099 | $789K |
| Evolution Advisers, Inc. | 0.38% | Add +0.7% | 15,860 | $777K |
| Ade, LLC | 0.41% | No change | 15,739 | $772K |
| Shepherd Kaplan Krochuk, LLC | 0.67% | No change | 15,724 | $771K |
| Oregon Pacific Wealth Management, LLC | 0.72% | No change | 15,530 | $761K |
| Riverview Trust Co | 0.95% | No change | 15,525 | $761K |
| Cedar Mountain Advisors, LLC | 0.16% | No change | 15,516 | $761K |
| Advus Financial Partners, LLC | 0.19% | Reduce -1.3% | 15,495 | $760K |
| Wealthgarden F.S. LLC | 0.62% | Reduce -11.5% | 15,467 | $753K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -1.2% | 15,339 | $752K |
| Orcam Financial Group | 0.65% | Reduce -5.1% | 15,322 | $751K |
| PFG Investments, LLC | 0.04% | Reduce -21.6% | 15,288 | $750K |
| Prospect Financial Services LLC | 0.46% | Reduce -19.6% | 15,186 | $745K |
| Optas, LLC | 0.14% | Reduce -49.9% | 15,166 | $744K |
| Ascentis Independent Advisors | 0.14% | Add +7.0% | 15,136 | $742K |
| PKS Advisory Services, LLC | 0.18% | Reduce -2.5% | 14,970 | $734K |
| Magnus Financial Group LLC | 0.06% | Add +32.5% | 14,888 | $730K |
| Lebenthal Global Advisors, LLC | 0.14% | Reduce -3.1% | 14,851 | $728K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -64.8% | 14,848 | $728K |
| Peak Retirement Planning, Inc. | 0.29% | Add +76.4% | 14,824 | $727K |
| Compass Planning Associates Inc | 0.67% | Add +0.8% | 14,813 | $726K |
| OneAscent Financial Services LLC | 0.05% | New | 14,695 | $721K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -28.0% | 14,675 | $720K |
| Trust Co. of Vermont | 0.03% | Add +3.8% | 14,619 | $717K |
| Keyvantage Wealth, LLC | 0.32% | Reduce -26.2% | 14,574 | $715K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Add +1.4% | 14,426 | $707K |
| Moser Wealth Advisors, LLC | 0.34% | Add +1.4% | 14,314 | $702K |
| Roundview Capital LLC | 0.05% | Reduce -8.9% | 14,282 | $700K |
| Summit Trail Advisors, LLC | 0.01% | New | 14,276 | $700K |
| S.A. Mason LLC | 0.34% | No change | 14,270 | $700K |
| FLC Capital Advisors | 0.14% | Add +12.1% | 14,250 | $699K |
| BlackRock, Inc. | 0.00% | New | 14,206 | $697K |
| Astoria Portfolio Advisors LLC. | 0.20% | Reduce -19.4% | 14,318 | $694K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.27% | Reduce -2.0% | 14,217 | $692K |
| Alhambra Investment Management LLC | 0.34% | No change | 14,100 | $691K |
| Magnolia Private Wealth, LLC | 0.53% | Reduce -45.1% | 14,067 | $690K |
| Callan Family Office, LLC | 0.02% | No change | 14,056 | $689K |
| Allegiance Financial Group Advisory Services LLC | 0.18% | Add +0.3% | 14,032 | $688K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.7% | 14,022 | $687K |
| Snowden Capital Advisors LLC | 0.02% | Add +187.0% | 14,016 | $687K |
| BridgePort Financial Solutions, LLC | 0.23% | New | 13,851 | $679K |
| Zhang Financial LLC | 0.03% | Add +1.6% | 13,841 | $679K |
| Leo Wealth, LLC | 0.05% | Add +19.9% | 13,834 | $678K |
| Keystone Wealth Services, LLC | 0.16% | Add +7.0% | 13,804 | $677K |
| Landaas & Co. /Wi | 0.16% | Reduce -28.2% | 13,726 | $673K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -53.3% | 13,688 | $671K |
| Exchange Capital Management, Inc. | 0.10% | Reduce -23.9% | 13,669 | $670K |
| Veery Capital, LLC | 0.23% | Add +22.0% | 13,507 | $662K |
| Hunter Associates Investment Management LLC | 0.10% | Reduce -91.6% | 13,472 | $660K |
| Embree Financial Group | 0.10% | New | 13,381 | $656K |
| 4WEALTH Advisors, Inc. | 0.68% | Add +3.6% | 13,369 | $655K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -14.0% | 13,313 | $653K |
| NewSquare Capital LLC | 0.05% | Add +1.7% | 13,298 | $652K |
| Jackson, Grant Investment Advisers, Inc. | 0.24% | Reduce -7.0% | 13,263 | $650K |
| SlateStone Wealth, LLC | 0.06% | Add +0.3% | 13,252 | $650K |
| Burling Wealth Partners, LLC | 0.12% | New | 13,139 | $644K |
| JP Wealth Management, Inc. | 0.48% | No change | 13,000 | $637K |
| Mayport, LLC | 0.15% | Reduce -2.9% | 12,955 | $635K |
| Omega Advisors (Leon Cooperman) | 0.02% | No change | 12,876 | $631K |
| Horizons Wealth Management | 0.45% | Add +5.3% | 12,660 | $621K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.8% | 12,603 | $618K |
| Janney Capital Management LLC | 0.04% | Reduce -15.0% | 12,589 | $617K |
| FSA Advisors, Inc. | 0.50% | Reduce -1.1% | 12,576 | $617K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -6.5% | 12,482 | $611K |
| Advisory Alpha, LLC | 0.02% | Add +29.5% | 12,442 | $610K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.1% | 12,442 | $610K |
| Paladin Advisory Group, LLC | 0.47% | Add +836.8% | 12,431 | $609K |
| Barnes Wealth Management Group, Inc | 0.36% | Reduce -13.0% | 12,426 | $609K |
| Procyon Advisors, LLC | 0.06% | Reduce -0.2% | 12,417 | $609K |
| ARS Wealth Advisors Group, LLC | 0.07% | No change | 12,250 | $601K |
| Exchange Traded Concepts, LLC | 0.01% | New | 12,197 | $598K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -20.1% | 12,128 | $595K |
| Financial Advocates Investment Management | 0.05% | Reduce -21.5% | 12,001 | $588K |
| Balanced Rock Investment Advisors LLC | 0.46% | Reduce -91.6% | 11,956 | $586K |
| PFW Advisors LLC | 0.18% | Reduce -42.3% | 11,949 | $586K |
| Caldwell Trust Co | 0.06% | Reduce -9.9% | 11,944 | $586K |
| Prairieview Wealth Partners, LLC | 0.60% | Reduce -88.4% | 11,886 | $583K |
| Patron Partners, LLC | 0.29% | Reduce -13.5% | 11,819 | $579K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +2.4% | 11,747 | $576K |
| WFA of San Diego, LLC | 0.42% | — | 11,608 | $569K |
| Fiducient Advisors LLC | 0.07% | Reduce -1.6% | 11,581 | $568K |
| Sfmg, LLC | 0.04% | Add +53.6% | 11,558 | $567K |
| Narus Financial Partners, LLC | 0.18% | Add +4.1% | 11,526 | $565K |
| FFT Wealth Management LLC | 0.11% | Reduce -43.7% | 11,560 | $565K |
| Founders Financial Securities LLC | 0.04% | Reduce -3.2% | 11,497 | $564K |
| Trinity Wealth Management, LLC | 0.22% | Add +4.8% | 11,436 | $561K |
| Jordan Park Trust Co LLC | 0.52% | New | 11,404 | $559K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -54.5% | 11,390 | $558K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +6.7% | 11,235 | $551K |
| Balance Wealth Partners LLC | 0.32% | Add +6.4% | 11,227 | $550K |
| Haven Private, LLC | 0.24% | No change | 11,200 | $549K |
| Occidental Asset Management, LLC | 0.08% | Add +35.0% | 11,197 | $549K |
| LM Advisors LLC | 0.07% | No change | 11,155 | $547K |
| First Merchants Corp. | 0.02% | Reduce -78.3% | 11,095 | $544K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 11,080 | $543K |
| Dohj, LLC | 0.16% | Add +0.2% | 11,175 | $543K |
| First Trust Advisors LP | 0.00% | Add +79.0% | 11,052 | $542K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -62.8% | 11,026 | $541K |
| Conscious Wealth Investments, LLC | 0.35% | Reduce -2.1% | 11,099 | $540K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.4% | 11,014 | $540K |
| Bank of Montreal | 0.00% | New | 10,943 | $537K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 10,931 | $536K |
| Carrera Capital Advisors | 0.11% | Reduce -26.2% | 10,856 | $532K |
| Edge Financial Advisors LLC | 0.28% | No change | 10,840 | $530K |
| Ariston Services Group | 0.38% | Add +0.5% | 10,807 | $530K |
| Aspen Wealth Strategies, LLC | 0.32% | Add +5.0% | 10,776 | $528K |
| Holos Integrated Wealth LLC | 0.32% | No change | 10,800 | $528K |
| Joel Isaacson & Co., LLC | 0.02% | New | 10,756 | $527K |
| Capital Analysts, LLC | 0.02% | Add +46.5% | 10,728 | $526K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Reduce -15.5% | 10,721 | $526K |
| Annex Advisory Services, LLC | 0.01% | Reduce -6.2% | 10,645 | $522K |
| Rothschild Wealth LLC | 0.13% | New | 10,582 | $519K |
| StoneX Group Inc. | 0.03% | Add +58.6% | 10,570 | $518K |
| Schwallier Wealth Management LLC | 0.32% | Add +59.9% | 10,565 | $518K |
| Hobbs Group Advisors, LLC | 0.18% | New | 10,554 | $517K |
| SpringVest Wealth Management LLC | 0.42% | Reduce -2.3% | 10,553 | $517K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -4.8% | 10,532 | $516K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.1% | 10,472 | $513K |
| Silver Coast Investments LLC | 0.19% | Add +1.1% | 10,431 | $511K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -11.2% | 10,418 | $511K |
| West Michigan Advisors, LLC | 0.14% | Add +0.3% | 10,387 | $509K |
| Tudor Investment Corporation | 0.00% | New | 10,253 | $503K |
| Accredited Wealth Management, LLC | 0.41% | Reduce -0.8% | 10,210 | $501K |
| CVA Family Office, LLC | 0.07% | Reduce -33.4% | 10,205 | $500K |
| Roman Butler Fullerton & Co. | 0.15% | Add +14.0% | 10,259 | $498K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +33.5% | 10,081 | $494K |
| Crews Bank & Trust | 0.08% | No change | 10,077 | $494K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.2% | 10,064 | $493K |
| GAMMA Investing LLC | 0.03% | Reduce -15.8% | 10,041 | $492K |
| Ascent Wealth Partners, LLC | 0.06% | Reduce -0.1% | 10,026 | $492K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -30.1% | 10,034 | $491K |
| Brio Consultants, LLC | 0.07% | Reduce -68.2% | 9,963 | $488K |
| Stordahl Capital Management, Inc. | 0.11% | Add +55.2% | 9,900 | $485K |
| Moseley Investment Management Inc. | 0.17% | Add +2.6% | 9,871 | $484K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 9,861 | $483K |
| Curbstone Financial Management Corp | 0.10% | No change | 9,650 | $473K |
| Horizon Investments, LLC | 0.01% | Reduce -7.4% | 9,702 | $473K |
| Hummer Financial Advisory Services Inc | 0.35% | No change | 9,600 | $471K |
| Synovus Financial Corp. | 0.01% | Reduce -6.3% | 9,533 | $467K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.0% | 9,449 | $463K |
| Prospect Financial Group LLC | 0.48% | Reduce -19.4% | 9,421 | $462K |
| HCR Wealth Advisors | 0.05% | No change | 9,334 | $458K |
| Madison Wealth Partners, Inc | 0.10% | Reduce -17.6% | 9,289 | $455K |
| Alpha Cubed Investments, LLC | 0.02% | Add +31.2% | 9,288 | $455K |
| Studio Investment Management LLC | 0.09% | Reduce -41.2% | 9,270 | $455K |
| Hamilton Wealth, LLC | 0.10% | New | 9,255 | $454K |
| Quantum Financial Planning Services, Inc. | 0.21% | Add +81.7% | 9,197 | $451K |
| Atlas Legacy Advisors, LLC | 0.10% | Add +19.5% | 9,119 | $447K |
| Allen Capital Group, LLC | 0.05% | Add +45.0% | 9,107 | $447K |
| Tribridge Partners Financial LLC | 0.26% | — | 9,061 | $444K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +32.9% | 9,033 | $443K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.0% | 9,029 | $443K |
| RMR Wealth Builders | 0.04% | No change | 9,013 | $442K |
| Keystone Financial Group | 0.04% | Add +0.0% | 9,004 | $441K |
| Mechanics Bank Trust Department | 0.06% | New | 9,000 | $441K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -0.1% | 8,949 | $439K |
| Lynx Investment Advisory | 0.29% | Reduce -8.3% | 8,927 | $438K |
| Agate Pass Investment Management, LLC | 0.18% | Reduce -5.0% | 8,807 | $432K |
| Pineridge Advisors LLC | 0.16% | Reduce -5.7% | 8,727 | $428K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -29.2% | 8,694 | $426K |
| Global Wealth Management Investment Advisory, Inc. | 0.08% | Add +2.7% | 8,677 | $425K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -55.8% | 8,626 | $423K |
| Ellis Investment Partners, LLC | 0.08% | Add +1.9% | 8,588 | $421K |
| First National Corp. /Ma/ | 0.08% | Add +0.3% | 8,559 | $420K |
| Sheridan Capital Management, LLC | 0.29% | Add +69.3% | 8,550 | $419K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 8,400 | $412K |
| Bordeaux Wealth Advisors LLC | 0.05% | New | 8,347 | $409K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -43.7% | 8,330 | $408K |
| GC Wealth Management RIA, LLC | 0.03% | Add +104.7% | 8,313 | $408K |
| Triad Wealth Partners, LLC | 0.08% | Add +70.0% | 8,305 | $407K |
| Trellis Wealth Advisors LLC | 0.18% | Add +0.3% | 8,227 | $403K |
| Sutton Place Investors LLC | 0.24% | Reduce -24.4% | 8,114 | $398K |
| Northcape Wealth Management, LLC | 0.12% | New | 8,108 | $398K |
| Essex Financial Services, Inc. | 0.03% | Reduce -25.5% | 8,095 | $397K |
| Hudock, Inc. | 0.06% | Reduce -5.4% | 8,089 | $397K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -14.4% | 8,085 | $396K |
| Elgethun Capital Management | 0.08% | No change | 8,011 | $393K |
| Brighton Jones LLC | 0.01% | New | 7,892 | $387K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | New | 7,870 | $386K |
| Keel Point, LLC | 0.03% | Reduce -19.1% | 7,868 | $386K |
| Parallel Advisors, LLC | 0.01% | Reduce -76.0% | 7,856 | $385K |
| Burk Holdings LLC | 0.24% | Reduce -1.4% | 7,842 | $384K |
| Nabity-Jensen Investment Management Inc | 0.28% | Reduce -5.0% | 7,766 | $381K |
| Avestar Capital, LLC | 0.03% | New | 7,759 | $380K |
| Good Life Advisors, LLC | 0.02% | Add +50.6% | 7,712 | $378K |
| Nilsine Partners, LLC | 0.04% | Reduce -8.4% | 7,632 | $374K |
| Hollencrest Capital Management | 0.02% | Reduce -21.7% | 7,603 | $373K |
| Pitcairn Co. | 0.02% | No change | 7,477 | $367K |
| Rockland Trust Co. | 0.02% | Reduce -23.1% | 7,475 | $366K |
| FSC Wealth Advisors, LLC | 0.23% | Add +2.3% | 7,465 | $366K |
| Wood Tarver Financial Group, LLC | 0.11% | No change | 7,411 | $363K |
| Wealth Management Nebraska | 0.05% | No change | 7,397 | $362K |
| Moors & Cabot, Inc. | 0.02% | No change | 7,367 | $361K |
| Independent Wealth Network Inc. | 0.13% | Reduce -9.2% | 7,349 | $360K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 7,335 | $360K |
| Balefire, LLC | 0.08% | No change | 7,317 | $359K |
| NWF Advisory Services Inc. | 0.04% | New | 7,292 | $358K |
| Sterling Wealth Management, Inc. | 0.12% | — | 7,262 | $356K |
| Erickson Financial Group, LLC | 0.24% | No change | 7,261 | $356K |
| Westfuller Advisors, LLC | 0.20% | Add +0.8% | 7,237 | $355K |
| Mgo One Seven LLC | 0.01% | Reduce -23.0% | 7,229 | $354K |
| DecisionMap Wealth Management, LLC | 0.24% | Add +21.9% | 7,110 | $349K |
| LifeGoal Investments, LLC | 0.33% | Reduce -53.6% | 7,104 | $348K |
| Westside Investment Management, Inc. | 0.06% | Reduce -1.0% | 7,063 | $346K |
| WealthPlan Investment Management, LLC | 0.03% | New | 6,996 | $343K |
| Kondo Wealth Advisors, Inc. | 0.15% | New | 6,996 | $342K |
| Tme Financial, Inc. | 0.28% | Reduce -0.3% | 6,971 | $342K |
| IRON Financial LLC | 0.18% | New | 6,887 | $338K |
| Latitude Advisors, LLC | 0.17% | Add +22.4% | 6,884 | $338K |
| Beacon Bridge Wealth Partners, LLC | 0.13% | Reduce -78.4% | 6,872 | $337K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 6,787 | $333K |
| American Financial Advisors, LLC | 0.05% | Add +0.3% | 6,774 | $332K |
| EnRich Financial Partners LLC | 0.10% | Reduce -96.7% | 6,760 | $331K |
| Ancora Advisors LLC | 0.01% | Add +13.6% | 6,720 | $329K |
| Carl P. Sherr & Co., LLC | 0.17% | No change | 6,675 | $327K |
| Simplex Trading, LLC | 0.01% | Add +237.9% | 6,670 | $327K |
| Victory Financial Group, LLC | 0.05% | Reduce -50.8% | 6,655 | $326K |
| Bfsg, LLC | 0.04% | Add +256.3% | 6,645 | $326K |
| Ameriflex Group, Inc. | 0.17% | Add +1388.3% | 6,593 | $323K |
| Next Level Wealth Planning, LLC | 0.21% | Add +54.0% | 6,535 | $320K |
| Apex Wealth Management, LLC | 0.26% | New | 6,486 | $318K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -6.9% | 6,474 | $317K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -84.7% | 6,461 | $317K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.9% | 6,438 | $316K |
| Hillsdale Investment Management Inc. | 0.01% | New | 6,440 | $316K |
| Round Rock Advisors LLC | 0.05% | Reduce -0.1% | 6,432 | $315K |
| Verus Capital Partners, LLC | 0.03% | Add +1.4% | 6,416 | $315K |
| Strategic Investment Solutions, Inc. | 0.09% | Reduce -73.7% | 6,397 | $314K |
| Cultivar Capital, Inc. | 0.23% | No change | 6,375 | $313K |
| Bill Few Associates, Inc. | 0.09% | No change | 6,334 | $311K |
| Dakota Wealth Management | 0.01% | Add +5.7% | 6,263 | $307K |
| Bright Financial Advisors, Inc. | 0.17% | No change | 6,255 | $307K |
| Brighton Securities Corp. | 0.17% | Add +17.6% | 6,255 | $307K |
| Titleist Asset Management, LLC | 0.03% | Reduce -6.8% | 6,234 | $306K |
| VanderPol Investments L.L.C. | 0.64% | Reduce -31.0% | 6,232 | $306K |
| Falcon Wealth Planning | 0.03% | Reduce -8.5% | 6,218 | $305K |
| First Citizens Financial Corp | 0.17% | Add +7.5% | 6,214 | $305K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +22.1% | 6,202 | $304K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 6,187 | $302K |
| Mullaney, Keating & Wright, Inc. | 0.20% | New | 6,139 | $301K |
| Wayfinding Financial, LLC | 0.13% | Reduce -44.0% | 6,163 | $300K |
| Blalock Williams, LLC | 0.30% | Add +21.5% | 6,104 | $299K |
| Peoples Bank | 0.18% | Reduce -3.2% | 6,041 | $296K |
| Hayek Kallen Investment Management | 0.10% | New | 6,007 | $295K |
| Wick Capital Partners, LLC | 0.08% | Add +483.2% | 29,304 | $294K |
| Global Financial Private Client, LLC | 0.11% | No change | 5,968 | $293K |
| Dogwood Wealth Management LLC | 0.14% | No change | 5,840 | $286K |
| Progressive Investment Management Corp | 0.07% | Reduce -0.1% | 5,816 | $285K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +6.3% | 5,798 | $284K |
| Birchbrook, Inc. | 0.15% | No change | 5,785 | $284K |
| Uhlmann Price Securities, LLC | 0.20% | Add +34.3% | 5,783 | $284K |
| New Insight Wealth Advisors | 0.12% | New | 5,773 | $283K |
| Redwood Investment Management, LLC | 0.03% | Reduce -22.6% | 5,771 | $283K |
| Windward Private Wealth Management Inc. | 0.10% | Reduce -78.8% | 5,722 | $281K |
| Penobscot Wealth Management | 0.10% | Add +20.1% | 5,719 | $280K |
| LongView Wealth Management | 0.08% | New | 5,702 | $280K |
| Pursue Wealth Partners LLC | 0.16% | Add +0.8% | 5,690 | $279K |
| Diversify Wealth Management, LLC | 0.02% | New | 5,691 | $279K |
| Uptick Partners, LLC | 0.08% | Reduce -5.2% | 5,660 | $277K |
| Family Investment Center, Inc. | 0.06% | Add +0.0% | 5,650 | $277K |
| Clark Financial Services Group Inc. | 0.17% | No change | 5,632 | $276K |
| Brand Asset Management Group, Inc. | 0.10% | Reduce -43.2% | 5,626 | $276K |
| Hills Bank & Trust Co | 0.02% | Reduce -62.3% | 5,614 | $275K |
| Leverty Financial Group, LLC | 0.08% | Reduce -69.3% | 5,585 | $274K |
| Binnacle Investments Inc | 0.18% | Add +69.7% | 5,573 | $273K |
| Sovereign Financial Group, Inc. | 0.06% | Add +13.4% | 5,538 | $272K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,536 | $271K |
| Birch Financial Group, LLC | 0.22% | New | 5,527 | $271K |
| Whalen Wealth Management Inc. | 0.17% | Add +2.4% | 5,525 | $271K |
| Mascoma Wealth Management LLC | 0.06% | No change | 5,505 | $270K |
| PAX Financial Group, LLC | 0.05% | Add +9.8% | 5,488 | $269K |
| Ruggaard & Associates LLC | 0.11% | No change | 5,440 | $267K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 5,429 | $266K |
| Sfm, LLC | 0.17% | No change | 5,406 | $265K |
| Cooksen Wealth, LLC | 0.21% | Add +14.2% | 5,395 | $265K |
| Northland Capital Management LLC | 0.16% | No change | 5,360 | $263K |
| Ritholtz Wealth Management | 0.01% | New | 5,310 | $260K |
| Colonial Trust Co / SC | 0.04% | Reduce -35.6% | 5,294 | $260K |
| Accredited Investors Inc. | 0.02% | No change | 5,284 | $259K |
| Aspen Wealth Management LLC | 0.06% | Add +0.8% | 5,238 | $257K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -24.0% | 5,210 | $255K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -28.3% | 5,190 | $254K |
| Duncan Williams Asset Management, LLC | 0.08% | New | 5,175 | $254K |
| Summit Asset Management, LLC | 0.04% | No change | 5,155 | $253K |
| Lakeridge Wealth Management LLC | 0.12% | Reduce -10.4% | 5,139 | $252K |
| 180 Wealth Advisors, LLC | 0.03% | Add +3.1% | 5,050 | $248K |
| Mokosak Advisory Group, LLC | 0.07% | Add +0.8% | 5,024 | $246K |
| Hartmann Taylor Wealth Management, LLC | 0.20% | New | 5,000 | $245K |
| Koesten, Hirschmann & Crabtree, INC. | 0.13% | Reduce -27.3% | 4,965 | $243K |
| Lodestone Wealth Management LLC | 0.12% | New | 4,950 | $243K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -32.8% | 4,947 | $243K |
| Financial Futures Ltd Liability Co. | 0.13% | Add +13.7% | 4,938 | $242K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 4,914 | $241K |
| NorthRock Partners, LLC | 0.01% | Add +1.4% | 4,903 | $240K |
| Trilogy Capital Inc. | 0.01% | No change | 4,825 | $237K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 4,815 | $236K |
| First Affirmative Financial Network | 0.12% | Reduce -15.4% | 4,805 | $236K |
| Axis Wealth Partners, LLC | 0.15% | Reduce -6.3% | 4,792 | $235K |
| KPP Advisory Services LLC | 0.04% | No change | 4,764 | $234K |
| Calton & Associates, Inc. | 0.04% | Reduce -38.0% | 4,731 | $232K |
| Creative Capital Management Investments LLC | 0.08% | Reduce -47.3% | 4,729 | $232K |
| Spinnaker Investment Group, LLC | 0.05% | Reduce -19.4% | 4,713 | $231K |
| Fonville Wealth Management LLC | 0.06% | No change | 4,703 | $231K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 4,674 | $229K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -87.1% | 4,665 | $229K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $228K |
| Everest Private Wealth | 0.16% | Add +0.5% | 4,624 | $227K |
| Citizens & Northern Corp. | 0.06% | No change | 4,612 | $226K |
| Attessa Capital LLC | 0.14% | No change | 4,600 | $226K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +5.3% | 4,595 | $225K |
| OneAscent Family Office, LLC | 0.21% | New | 4,542 | $223K |
| Kanawha Capital Management LLC | 0.02% | Reduce -3.2% | 4,544 | $223K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -57.6% | 4,487 | $220K |
| Cape Investment Advisory, Inc. | 0.08% | Add +469.8% | 4,484 | $220K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,482 | $220K |
| Kendall Capital Management | 0.06% | Reduce -49.2% | 4,467 | $219K |
| General Partner, Inc. | 0.13% | No change | 4,460 | $219K |
| Level Financial Advisors | 0.07% | Reduce -45.7% | 4,460 | $219K |
| Valley Financial Group, Inc. | 0.13% | No change | 4,449 | $218K |
| Grandview Asset Management LLC | 0.07% | Reduce -3.7% | 4,453 | $218K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 4,445 | $218K |
| Innovative Wealth Building LLC | 0.18% | Add +0.8% | 4,415 | $216K |
| Thoma Capital Management LLC | 0.14% | No change | 4,400 | $216K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -37.9% | 4,398 | $216K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,386 | $215K |
| MFA Wealth Services | 0.16% | Reduce -5.8% | 4,376 | $215K |
| Great Diamond Partners, LLC | 0.05% | No change | 4,365 | $214K |
| Keystone Financial Group, Inc. | 0.14% | Reduce -10.7% | 4,404 | $214K |
| Gray Private Wealth, LLC | 0.11% | New | 4,350 | $213K |
| Sowell Financial Services LLC | 0.01% | New | 4,310 | $211K |
| Integrity Investment Advisors, LLC | 0.16% | Reduce -31.8% | 4,287 | $210K |
| Crewe Advisors LLC | 0.03% | No change | 4,280 | $210K |
| LRI Investments, LLC | 0.02% | Reduce -1.4% | 4,236 | $208K |
| Albion Financial Group | 0.01% | Add +2.7% | 4,212 | $207K |
| Abound Wealth Management | 0.06% | Add +1253.9% | 4,197 | $206K |
| NorthStar Asset Management LLC | 0.11% | Reduce -8.4% | 4,182 | $205K |
| Verum Partners LLC | 0.05% | Reduce -54.4% | 4,177 | $205K |
| AlphaStar Capital Management, LLC | 0.01% | New | 4,170 | $204K |
| XY Planning Network, Inc. | 0.07% | Reduce -2.6% | 4,156 | $204K |
| Sollinda Capital Management LLC | 0.05% | New | 4,156 | $204K |
| Ascentis Wealth Management, LLC | 0.05% | No change | 4,000 | $196K |
| Addison Advisors LLC | 0.05% | Add +23.2% | 3,768 | $185K |
| MCF Advisors LLC | 0.01% | Reduce -85.9% | 3,678 | $180K |
| Financial Perspectives, Inc | 0.05% | No change | 3,661 | $179K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -14.7% | 3,647 | $179K |
| Russell Investments Group, Ltd. | 0.00% | Add +510.2% | 3,576 | $175K |
| Robinswood Financial LLC | 0.06% | No change | 3,542 | $174K |
| Fairscale Capital, LLC | 0.13% | Reduce -36.6% | 3,549 | $173K |
| LGT Financial Advisors LLC | 0.42% | Add +2.5% | 3,380 | $166K |
| Arlington Trust Co LLC | 0.03% | No change | 3,351 | $164K |
| Versant Capital Management, Inc | 0.02% | Add +0.6% | 3,347 | $164K |
| Whittier Trust Co. | 0.00% | No change | 3,300 | $162K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +1575.5% | 3,284 | $161K |
| Oakworth Capital, Inc. | 0.01% | Reduce -76.9% | 3,246 | $159K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 3,111 | $153K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,083 | $151K |
| IMA Advisory Services, Inc. | 0.02% | No change | 2,992 | $147K |
| 10Elms LLP | 0.15% | No change | 2,830 | $139K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 2,818 | $138K |
| Morton Brown Family Wealth, LLC | 0.04% | New | 2,716 | $133K |
| Montag A & Associates Inc. | 0.01% | No change | 2,694 | $132K |
| Johnson Financial Group, Inc. | 0.01% | Add +17.9% | 2,653 | $130K |
| Woodside Wealth Management LLC | 0.11% | No change | 2,532 | $124K |
| Dagco, Inc. | 0.03% | Add +0.8% | 2,348 | $115K |
| Tsfg, LLC | 0.02% | No change | 2,339 | $115K |
| Centennial Bank | 0.05% | No change | 2,333 | $114K |
| Eastern Bank | 0.00% | Add +45.2% | 2,287 | $112K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.9% | 2,284 | $112K |
| Retirement Wealth Solutions LLC | 0.07% | Add +0.8% | 2,015 | $99K |
| Pandora Wealth, Inc. | 0.06% | No change | 2,000 | $98K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,996 | $98K |
| Raffa Wealth Management, LLC | 0.02% | Add +90.2% | 1,988 | $97K |
| PMV Capital Advisers, LLC | 0.21% | New | 1,922 | $94K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,903 | $93K |
| Fifth Third Bancorp | 0.00% | No change | 1,894 | $93K |
| New Millennium Group LLC | 0.05% | New | 1,771 | $87K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +63.0% | 1,760 | $86K |
| New Republic Capital, LLC | 0.03% | No change | 1,644 | $81K |
| Larson Financial Group LLC | 0.00% | Add +74.0% | 1,616 | $79K |
| Asset Dedication, LLC | 0.01% | New | 1,586 | $78K |
| Belvedere Trading LLC | 0.01% | New | 1,519 | $74K |
| TruNorth Capital Management, LLC | 0.02% | Reduce -71.4% | 1,500 | $74K |
| Covestor Ltd | 0.04% | Add +189.8% | 1,417 | $69K |
| Trust Co. of Toledo NA | 0.01% | New | 1,250 | $61K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,138 | $56K |
| Pin Oak Investment Advisors Inc. | 0.05% | New | 1,111 | $55K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,100 | $54K |
| Security National Bank | 0.01% | Reduce -73.9% | 1,058 | $52K |
| Longview Financial Advisors LLC | 0.03% | New | 1,035 | $51K |
| Clear Investment Research, LLC | 0.06% | New | 1,023 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -15.9% | 1,000 | $49K |
| Avalon Trust Co | 0.00% | New | 994 | $49K |
| City State Bank | 0.02% | No change | 991 | $49K |
| Chesapeake Asset Management LLC | 0.04% | Add +420.1% | 983 | $48K |
| Key Financial Inc | 0.01% | Reduce -85.2% | 979 | $48K |
| Rise Advisors, LLC | 0.02% | Reduce -15.0% | 971 | $48K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -87.7% | 951 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -62.0% | 905 | $44K |
| Rossby Financial, LCC | 0.02% | Add +16.2% | 838 | $41K |
| Dunhill Financial, LLC | 0.01% | New | 829 | $41K |
| First Financial Corp. | 0.02% | No change | 775 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +1.2% | 762 | $37K |
| Bogart Wealth, LLC | 0.00% | No change | 666 | $33K |
| Investors Research Corp | 0.01% | No change | 640 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 640 | $31K |
| Nemes Rush Group LLC | 0.00% | No change | 629 | $31K |
| Signaturefd, LLC | 0.00% | Reduce -98.9% | 621 | $30K |
| Wolff Wiese Magana LLC | 0.02% | Add +56.8% | 596 | $29K |
| Brooklyn Investment Group | 0.00% | Add +1924.1% | 587 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $27K |
| IMG Wealth Management, Inc. | 0.02% | No change | 552 | $27K |
| Valley National Advisers Inc. | 0.00% | No change | 511 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 493 | $24K |
| Coston, McIsaac & Partners | 0.01% | Add +0.8% | 504 | $24K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 470 | $23K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 425 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.6% | 410 | $20K |
| Pflug Koory, LLC | 0.01% | Add +1.0% | 407 | $20K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 393 | $19K |
| Delos Wealth Advisors, LLC | 0.01% | New | 386 | $19K |
| Kathleen S. Wright Associates Inc. | 0.01% | Reduce -95.5% | 347 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -32.7% | 261 | $13K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -18.7% | 230 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 221 | $11K |
| Trust Co | 0.00% | No change | 219 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -27.5% | 208 | $10K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 187 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -49.5% | 162 | $8K |
| CKW Financial Group | 0.00% | No change | 167 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.6% | 157 | $8K |
| Curio Wealth, LLC | 0.00% | Add +13300.0% | 134 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 125 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 114 | $6K |
| North Star Investment Management Corp. | 0.00% | Reduce -39.5% | 121 | $6K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.8% | 118 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 118 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 108 | $5K |
| Costello Asset Management, INC | 0.00% | New | 101 | $5K |
| Graney & King, LLC | 0.00% | Add +1.3% | 79 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 64 | $3K |
| Financial Connections Group, Inc. | 0.00% | Reduce -99.8% | 79 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 58 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -22.4% | 52 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 41 | $2K |
| Nvwm, LLC | 0.00% | Add +137.5% | 38 | $2K |
| Spurstone Advisory Services, LLC | 0.02% | Reduce -97.2% | 32 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Harbor Asset Planning, Inc. | 0.00% | — | 12 | $601 |
| Frazier Financial Advisors, LLC | 0.00% | New | 7 | $345 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $49 |
"% 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.