Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q3 2025 (September 30)1,235holders +24
88new positions
61sold out
6famous investors
$50.06avg. 13F price*
At the end of Q3 2025, 1,235 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 24 from Q2 2025. 88 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($5.0B), Northwestern Mutual Wealth Management Co. ($1.8B) and Creative Planning ($1.3B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $493.4M |
| Exits | 61 | $85.8M |
All 13F filers, Q2 2025 → Q3 2025: 43,425,801 shares bought and 32,608,336 shares sold, net +10,817,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,235 holders
| JPMorgan Chase & Co. | 0.32% | Reduce -8.3% | 99,090,226 | $5.0B |
| Northwestern Mutual Wealth Management Co. | 1.19% | Add +1.6% | 35,747,656 | $1.8B |
| Creative Planning | 1.00% | Reduce -2.8% | 26,101,247 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.19% | Reduce -2.7% | 24,001,212 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -1.4% | 22,999,508 | $1.2B |
| Wealthfront Advisers LLC | 2.62% | Add +6.4% | 22,264,110 | $1.1B |
| Raymond James Financial Inc. | 0.36% | Add +1.8% | 22,217,280 | $1.1B |
| FMR LLC | 0.05% | Add +2.7% | 20,328,216 | $1.0B |
| Northern Trust Corp. | 0.10% | Reduce -0.6% | 15,479,185 | $775.0M |
| Tiaa Trust, National Association | 1.73% | Add +14.4% | 14,255,500 | $713.8M |
| Sei Investments Co. | 0.75% | Add +5.0% | 13,859,052 | $693.9M |
| Wells Fargo & Company | 0.13% | Add +10.5% | 12,995,155 | $650.7M |
| Bank of America Corp. | 0.04% | Add +10.4% | 10,716,426 | $536.6M |
| Mercer Global Advisors Inc. | 0.80% | Add +49.8% | 9,591,400 | $480.2M |
| LPL Financial LLC | 0.11% | Add +17.0% | 7,497,658 | $375.4M |
| Wellington Management Group LLP | 0.06% | New | 6,943,100 | $347.6M |
| Betterment LLC | 0.65% | Add +1261.4% | 6,573,354 | $329.1M |
| Franklin Resources Inc. | 0.08% | Reduce -11.5% | 6,083,805 | $304.6M |
| Jones Financial Companies LLLP | 0.19% | Add +30.2% | 5,703,321 | $285.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.24% | Add +6.3% | 5,366,870 | $268.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -48.0% | 4,660,196 | $233.3M |
| Cerity Partners LLC | 0.34% | Add +1.5% | 4,214,984 | $211.0M |
| Aspiriant, LLC | 6.32% | Reduce -14.3% | 4,124,235 | $206.5M |
| Rwa Wealth Partners, LLC | 2.18% | Add +5.6% | 3,840,677 | $192.3M |
| Vanguard Group Inc. | 0.00% | Add +18.5% | 3,744,173 | $187.5M |
| UBS Group AG | 0.04% | Reduce -0.9% | 3,665,718 | $183.5M |
| US Bancorp \de | 0.22% | Reduce -7.3% | 3,656,306 | $183.1M |
| Mariner, LLC | 0.23% | Add +8.7% | 3,542,195 | $177.4M |
| Orgel Wealth Management, LLC | 3.65% | Add +9.3% | 3,199,497 | $160.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -4.8% | 3,061,078 | $153.3M |
| HighTower Advisors, LLC | 0.14% | Add +7.1% | 2,455,649 | $123.0M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -0.1% | 2,371,588 | $118.7M |
| Members Trust Co | 3.87% | Reduce -0.1% | 2,348,609 | $117.6M |
| Pathstone Holdings, LLC | 0.45% | Add +8.2% | 2,344,742 | $117.4M |
| Royal Bank of Canada | 0.02% | Reduce -36.5% | 2,299,849 | $115.2M |
| Facet Wealth, Inc. | 2.13% | Reduce -0.8% | 2,059,214 | $103.1M |
| SCS Capital Management LLC | 1.07% | Reduce -4.2% | 1,954,254 | $97.8M |
| Prime Capital Investment Advisors, LLC | 1.22% | Reduce -2.5% | 1,935,795 | $96.9M |
| Osaic Holdings, Inc. | 0.13% | Add +8.8% | 1,939,470 | $96.2M |
| Jane Street Group, LLC | 0.11% | Add +994.2% | 1,881,172 | $94.2M |
| OneDigital Investment Advisors LLC | 0.95% | Reduce -0.6% | 1,853,343 | $92.8M |
| Corient Private Wealth LP | 0.14% | Reduce -51.9% | 1,776,052 | $88.9M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.0% | 1,757,460 | $88.0M |
| Sequoia Financial Advisors, LLC | 0.50% | Reduce -0.1% | 1,626,620 | $81.4M |
| Baird Financial Group, Inc. | 0.13% | Add +1.1% | 1,585,092 | $79.4M |
| Savant Capital, LLC | 0.47% | Add +3.0% | 1,561,024 | $78.2M |
| GeoWealth Management, LLC | 2.78% | Reduce -4.6% | 1,521,705 | $76.2M |
| Full Sail Capital, LLC | 3.97% | Add +7.2% | 1,438,751 | $72.0M |
| Wealthspire Advisors, LLC | 0.38% | Reduce -14.6% | 1,438,742 | $72.0M |
| Stifel Financial Corp. | 0.06% | Add +6.9% | 1,397,145 | $70.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 1,353,066 | $67.7M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -6.4% | 1,343,926 | $67.3M |
| Lutz Financial Services LLC | 4.84% | Add +6.1% | 1,335,724 | $66.9M |
| Forum Financial Management, LP | 0.91% | Add +615.4% | 1,322,231 | $66.2M |
| Wedmont Private Capital | 2.24% | Reduce -9.3% | 1,204,023 | $60.3M |
| Baker Boyer National Bank | 19.28% | Reduce -7.4% | 1,159,214 | $58.0M |
| West Financial Advisors, LLC | 9.40% | Reduce -0.2% | 1,135,745 | $56.9M |
| Bleakley Financial Group, LLC | 1.28% | Reduce -4.8% | 1,102,465 | $55.2M |
| Topsail Wealth Management, LLC | 9.28% | Reduce -13.8% | 1,094,873 | $54.8M |
| Integrated Wealth Concepts LLC | 0.48% | Reduce -11.4% | 1,066,066 | $53.4M |
| Ackerman Capital Advisors, LLC | 10.36% | Reduce -3.2% | 988,350 | $49.5M |
| GenTrust, LLC | 2.25% | Reduce -8.2% | 987,419 | $49.4M |
| Thompson Siegel & Walmsley LLC | 0.79% | Reduce -4.3% | 971,931 | $48.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.3% | 948,524 | $47.5M |
| Beaird Harris Wealth Management, LLC | 3.29% | Add +6.8% | 926,283 | $46.4M |
| Foster Group, Inc. | 1.42% | Reduce -1.1% | 901,965 | $45.2M |
| Sunflower Bank, N.A. | 10.93% | Add +4.9% | 897,361 | $44.9M |
| Mather Group, Llc. | 0.45% | Add +3.2% | 892,719 | $44.7M |
| MML Investors Services, LLC | 0.12% | Add +4.1% | 878,613 | $44.0M |
| Kestra Investment Management, LLC | 1.16% | Reduce -5.0% | 859,972 | $43.1M |
| New York Life Investment Management LLC | 0.38% | Add +15.1% | 856,096 | $42.9M |
| Garde Capital, Inc. | 2.15% | Reduce -4.3% | 853,000 | $42.7M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +7.0% | 845,518 | $42.3M |
| Cetera Investment Advisers | 0.05% | Add +29.9% | 832,257 | $41.7M |
| Crestwood Advisors Group, LLC | 0.70% | Reduce -5.7% | 825,895 | $41.4M |
| Heritage Investment Group, Inc. | 6.56% | Add +0.3% | 817,640 | $40.9M |
| M&T Bank Corp | 0.13% | Add +2.9% | 787,249 | $39.4M |
| Truist Financial Corp. | 0.05% | Add +12.3% | 784,837 | $39.3M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +51.5% | 779,949 | $39.1M |
| NewEdge Advisors, LLC | 0.18% | Add +59.0% | 774,755 | $38.8M |
| One Capital Management, LLC | 1.24% | Reduce -9.2% | 773,610 | $38.7M |
| JFS Wealth Advisors, LLC | 2.26% | Reduce -5.3% | 771,072 | $38.6M |
| Allworth Financial LP | 0.17% | Add +6.3% | 746,884 | $37.4M |
| Evergreen Capital Management LLC | 0.89% | No change | 745,522 | $37.3M |
| Waldron Private Wealth LLC | 1.49% | Reduce -14.4% | 735,091 | $36.8M |
| HBK Sorce Advisory LLC | 0.87% | Reduce -9.1% | 686,316 | $34.6M |
| Willow Creek Wealth Management Inc. | 2.80% | Add +0.7% | 679,977 | $34.0M |
| AlphaCore Capital LLC | 1.14% | Add +27.8% | 674,399 | $33.8M |
| Renaissance Technologies | 0.04% | Reduce -35.9% | 673,900 | $33.7M |
| Fort Point Capital Partners LLC | 4.27% | Add +26.2% | 672,129 | $33.7M |
| Bedel Financial Consulting, Inc. | 4.23% | Add +2.3% | 661,268 | $33.1M |
| Resonant Capital Advisors, LLC | 1.92% | Add +19.7% | 657,870 | $32.9M |
| BSW Wealth Partners | 4.00% | Reduce -0.5% | 641,405 | $32.1M |
| Modera Wealth Management, LLC | 0.37% | Add +0.1% | 640,570 | $32.1M |
| Astoria Strategic Wealth, Inc. | 8.08% | Add +11.1% | 638,605 | $32.0M |
| Gleason Group, Inc. | 3.15% | Add +0.8% | 625,914 | $31.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.7% | 624,035 | $31.2M |
| Allen Investment Management, LLC | 0.35% | Reduce -1.1% | 622,910 | $31.2M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +747.1% | 617,889 | $30.9M |
| Global Strategic Investment Solutions, LLC | 2.99% | Add +4.8% | 598,652 | $30.0M |
| Waverly Advisors, LLC | 0.30% | Reduce -4.7% | 594,777 | $29.8M |
| First Citizens Bank & Trust Co. | 0.64% | Add +1681.1% | 594,111 | $29.7M |
| Bragg Financial Advisors, Inc | 0.96% | Add +8.6% | 582,048 | $29.1M |
| Texas Capital Bancshares Inc | 11.33% | New | 575,019 | $28.8M |
| BIP Wealth, LLC | 1.40% | New | 566,546 | $28.4M |
| Nicolet Advisory Services, LLC | 2.19% | Add +5.1% | 561,347 | $28.1M |
| CX Institutional | 0.82% | Add +89.8% | 541,963 | $27.1M |
| Focus Partners Wealth | 0.04% | Reduce -52.1% | 538,103 | $27.0M |
| Manning & Napier Advisors LLC | 0.33% | Reduce -6.8% | 510,044 | $25.5M |
| Jump Financial, LLC | 0.34% | Add +25.0% | 500,000 | $25.0M |
| One Wealth Advisors, LLC | 3.08% | Reduce -2.6% | 489,429 | $24.5M |
| Salomon & Ludwin, LLC | 2.17% | Reduce -11.9% | 481,856 | $24.1M |
| Luminvest Wealth Management LLC | 7.82% | Add +14.4% | 479,108 | $24.0M |
| Lazard Asset Management LLC | 0.03% | New | 473,768 | $23.7M |
| Quotient Wealth Partners, LLC | 0.63% | Reduce -3.6% | 461,753 | $23.1M |
| Brookstone Capital Management | 0.27% | Add +22.5% | 455,356 | $22.8M |
| Cwm, LLC | 0.07% | Reduce -0.1% | 439,300 | $22.0M |
| Regimen Wealth, LLC | 6.48% | Add +0.4% | 436,001 | $21.8M |
| Colony Family Offices, LLC | 5.56% | Add +10.2% | 429,117 | $21.5M |
| D. E. Shaw & Co. | 0.02% | Add +56.8% | 426,800 | $21.4M |
| Regions Financial Corp. | 0.14% | Reduce -59.6% | 419,590 | $21.0M |
| Jordan Park Group LLC | 1.19% | Reduce -13.4% | 415,842 | $20.8M |
| Heartwood Wealth Advisors LLC | 1.89% | Add +2.9% | 404,534 | $20.3M |
| Apella Capital, LLC | 0.44% | Add +6.5% | 389,615 | $19.7M |
| Stamos Capital Partners, L.P. | 3.70% | New | 391,621 | $19.6M |
| Seneca Financial Advisors LLC | 6.40% | Add +30.6% | 391,423 | $19.6M |
| Old Mission Capital LLC | 0.70% | Add +45.9% | 390,989 | $19.6M |
| Atmos Advisory, LLC | 11.69% | Add +0.7% | 383,169 | $19.2M |
| Brown Advisory Inc. | 0.02% | Add +3.5% | 380,889 | $19.1M |
| Old National Bancorp | 0.32% | Add +15.4% | 377,720 | $18.9M |
| Captrust Financial Advisors | 0.04% | Add +0.7% | 376,124 | $18.8M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -4.3% | 370,846 | $18.6M |
| Moller Wealth Partners | 3.84% | Add +1.9% | 367,697 | $18.4M |
| Davidson Investment Advisors | 0.77% | Add +0.2% | 361,914 | $18.1M |
| Carnegie Investment Counsel | 0.34% | Add +3.3% | 361,706 | $18.1M |
| Cahaba Wealth Management, Inc. | 1.31% | Reduce -0.4% | 361,442 | $18.1M |
| Deutsche Bank AG | 0.01% | Add +1.3% | 360,962 | $18.1M |
| Assetmark, Inc. | 0.04% | Add +8.5% | 340,441 | $17.0M |
| Empower Advisory Group, LLC | 0.05% | Add +0.4% | 333,292 | $16.7M |
| Compound Planning, Inc. | 0.54% | Add +16.2% | 333,192 | $16.7M |
| Towneley Capital Management, Inc / DE | 3.60% | Add +0.7% | 331,247 | $16.6M |
| Unison Advisors LLC | 1.51% | Add +0.0% | 329,998 | $16.5M |
| Comerica Bank | 0.06% | Add +0.6% | 328,026 | $16.4M |
| Ieq Capital, LLC | 0.05% | Reduce -2.6% | 327,641 | $16.4M |
| Anderson Hoagland & Co. | 1.46% | Reduce -7.5% | 324,311 | $16.2M |
| Riversedge Advisors, LLC | 2.70% | Add +5.9% | 321,734 | $16.1M |
| First Horizon Corp. | 0.75% | — | 320,531 | $16.0M |
| Passive Capital Management, LLC. | 5.18% | Reduce -50.9% | 317,251 | $15.9M |
| Stairway Partners, LLC | 0.84% | Reduce -5.9% | 314,281 | $15.7M |
| Avidian Wealth Enterprises, LLC | 0.59% | Reduce -70.6% | 313,707 | $15.7M |
| &partners | 0.10% | Add +5.0% | 311,598 | $15.6M |
| Single Point Partners, LLC | 3.17% | Add +2.1% | 311,457 | $15.6M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.5M |
| Merit Financial Group, LLC | 0.14% | Reduce -13.0% | 308,232 | $15.4M |
| Stonebridge Financial Group, LLC | 1.36% | Reduce -1.7% | 307,942 | $15.4M |
| Citadel Advisors | 0.01% | Add +133.9% | 306,343 | $15.3M |
| Foster & Motley Inc. | 0.82% | Add +6.1% | 305,074 | $15.3M |
| Foster Victor Wealth Advisors, LLC | 0.95% | Reduce -0.1% | 304,874 | $15.2M |
| Clark Asset Management, LLC | 1.73% | Add +1.6% | 297,875 | $14.9M |
| Fiduciary Trust Co | 0.17% | Add +43.1% | 297,491 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.3% | 284,999 | $14.3M |
| Divergent Planning, LLC | 3.79% | Add +3.1% | 285,196 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Add +17.1% | 283,534 | $14.2M |
| Newton One Investments LLC | 4.19% | Add +2.4% | 282,764 | $14.2M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +2.6% | 282,588 | $14.1M |
| SageView Advisory Group, LLC | 0.48% | Add +449.7% | 279,584 | $14.0M |
| Grove Bank & Trust | 1.61% | Reduce -4.5% | 274,556 | $13.7M |
| Smithfield Trust Co | 0.61% | Add +25.8% | 274,443 | $13.7M |
| Equitable Holdings, Inc. | 0.10% | Add +11.3% | 269,805 | $13.5M |
| San Luis Wealth Advisors LLC | 2.42% | Reduce -4.2% | 268,124 | $13.4M |
| Evanson Asset Management, LLC | 0.75% | Reduce -10.3% | 266,067 | $13.3M |
| Earned Wealth Advisors, LLC | 2.19% | Add +22.1% | 265,324 | $13.3M |
| Brooklyn FI, LLC | 2.97% | Add +22.3% | 264,228 | $13.2M |
| Sagespring Wealth Partners, LLC | 0.26% | Reduce -4.1% | 264,157 | $13.2M |
| Prudential Financial Inc. | 0.02% | Add +27.7% | 262,500 | $13.1M |
| Lido Advisors, LLC | 0.05% | Add +2.5% | 259,449 | $13.0M |
| Cardiff Park Advisors, LLC | 0.99% | Add +0.0% | 257,097 | $12.9M |
| Bank of Hawaii | 0.64% | Reduce -54.0% | 254,430 | $12.7M |
| Stewardship Advisors, LLC | 3.00% | Add +2.3% | 253,400 | $12.7M |
| PDS Planning, Inc | 0.87% | Add +3.6% | 250,504 | $12.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.01% | Add +18.7% | 244,890 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -8.9% | 244,426 | $12.2M |
| L2 Asset Management, LLC | 1.77% | Add +34.6% | 244,144 | $12.2M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -24.0% | 243,407 | $12.2M |
| Roth Financial Partners LLC | 4.06% | Reduce -5.6% | 240,874 | $12.1M |
| Legacy Edge Advisors, LLC | 1.40% | Add +50.7% | 236,979 | $11.9M |
| Mallini Complete Financial Planning LLC | 10.36% | Add +19.1% | 233,895 | $11.7M |
| Mayflower Financial Advisors, LLC | 1.46% | Add +29.5% | 232,426 | $11.6M |
| Partners in Financial Planning | 1.95% | Reduce -5.5% | 225,063 | $11.3M |
| Perigon Wealth Management, LLC | 0.23% | Add +3.7% | 224,072 | $11.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Add +41.6% | 216,846 | $10.9M |
| Vise Technologies, Inc. | 0.40% | Reduce -1.4% | 214,258 | $10.7M |
| Spirepoint Private Client, LLC | 1.13% | Add +18.5% | 214,067 | $10.7M |
| Physician Wealth Solutions Inc. | 4.66% | Add +9.4% | 213,237 | $10.7M |
| Moody National Bank Trust Division | 0.89% | Add +18.0% | 211,164 | $10.6M |
| Winthrop Advisory Group LLC | 0.92% | Add +2.2% | 210,026 | $10.5M |
| CoreCap Advisors, LLC | 0.38% | Add +6.1% | 207,652 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +14.9% | 203,583 | $10.2M |
| Keebeck Wealth Management | 1.20% | Add +0.6% | 202,960 | $10.2M |
| Ami Investment Management Inc. | 2.35% | Add +6.4% | 202,183 | $10.1M |
| PFG Advisors | 0.41% | New | 199,630 | $10.0M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -0.6% | 195,377 | $9.8M |
| Jacobson & Schmitt Advisors, LLC | 1.67% | Add +4.9% | 194,675 | $9.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.4% | 194,446 | $9.7M |
| Firestone Capital Management | 2.10% | Add +3.7% | 194,266 | $9.7M |
| 25 LLC | 3.30% | Reduce -2.5% | 193,500 | $9.7M |
| Silver Oak Advisory Group, Inc. | 4.38% | Reduce -7.6% | 193,167 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +33.1% | 193,080 | $9.7M |
| RTD Financial Advisors, Inc. | 1.16% | Reduce -1.3% | 193,080 | $9.7M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +3.7% | 191,780 | $9.6M |
| Ashton Thomas Securities, LLC | 1.32% | Add +183.8% | 188,683 | $9.4M |
| Strategic Blueprint, LLC | 0.41% | Reduce -10.5% | 188,062 | $9.4M |
| Keybank National Association | 0.03% | Reduce -34.5% | 188,009 | $9.4M |
| Brandywine Oak Private Wealth LLC | 0.82% | Reduce -2.1% | 187,880 | $9.4M |
| Altiora Financial Group, LLC | 1.72% | Add +7.8% | 187,830 | $9.4M |
| Frisco Financial Planning LLC | 7.94% | Reduce -38.5% | 185,837 | $9.3M |
| Baron Silver Stevens Financial Advisors, LLC | 1.35% | Reduce -8.9% | 184,091 | $9.2M |
| Integrated Advisors Network LLC | 0.38% | Add +58.8% | 181,477 | $9.1M |
| Elequin Capital, LP | 0.78% | Add +551.4% | 181,145 | $9.1M |
| Verus Financial Partners, Inc. | 0.87% | Reduce -0.9% | 180,878 | $9.1M |
| Capstone Capital LLC | 5.92% | Reduce -1.0% | 176,944 | $8.9M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +692.2% | 176,411 | $8.8M |
| Washington Trust Advisors, Inc. | 0.66% | Add +203.0% | 173,897 | $8.7M |
| Aprio Wealth Management, LLC | 0.86% | Reduce -15.0% | 171,979 | $8.6M |
| Joel Adams & Associates, Inc. | 6.93% | Reduce -11.7% | 171,508 | $8.6M |
| Trinity Financial Advisors LLC | 2.45% | Reduce -13.3% | 169,505 | $8.5M |
| Summit Financial, LLC | 0.13% | Reduce -1.4% | 169,305 | $8.5M |
| Cooper/Haims Advisors, LLC | 3.88% | Add +3.7% | 165,963 | $8.3M |
| Level Wealth Management LLC | 4.35% | Add +10.8% | 164,984 | $8.3M |
| Capstone Financial Advisors, Inc. | 0.45% | Reduce -8.1% | 164,973 | $8.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -8.9% | 164,826 | $8.3M |
| Valmark Advisers, Inc. | 0.11% | Add +6.6% | 164,439 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -9.7% | 163,780 | $8.2M |
| Tenret Co LLC | 4.23% | Add +5.3% | 163,228 | $8.2M |
| Keystone Global Partners, LLC | 4.15% | Reduce -56.2% | 162,857 | $8.2M |
| TD Private Client Wealth LLC | 0.18% | Add +4.3% | 160,311 | $8.0M |
| Avantax Planning Partners, Inc. | 0.22% | Reduce -7.3% | 155,575 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Add +57.8% | 155,332 | $7.8M |
| Clearstead Advisors, LLC | 0.11% | Add +1.3% | 154,338 | $7.7M |
| ForthRight Wealth Management, LLC | 2.24% | Add +12.6% | 153,970 | $7.7M |
| Composition Wealth, LLC | 0.11% | Reduce -5.9% | 153,004 | $7.7M |
| Websterrogers Financial Advisors, LLC | 2.29% | Add +2.4% | 152,758 | $7.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.90% | Reduce -7.7% | 151,988 | $7.6M |
| Hurlow Wealth Management Group, Inc. | 1.96% | Add +2.5% | 151,405 | $7.6M |
| Schiavi & Co LLC | 2.49% | Add +4.0% | 150,914 | $7.6M |
| Tilson Financial Group, Inc. | 2.48% | Reduce -9.7% | 150,533 | $7.5M |
| Summit Wealth Group, LLC | 1.81% | Add +19.1% | 149,876 | $7.5M |
| Beacon Wealthcare LLC | 2.63% | Add +5.2% | 149,567 | $7.5M |
| ONE Advisory Partners, LLC | 2.29% | Reduce -8.9% | 148,417 | $7.5M |
| Roberts Glore & Co. Inc. | 2.04% | Reduce -12.0% | 148,864 | $7.5M |
| Genesis Private Wealth, LLC | 3.08% | Add +6.9% | 146,182 | $7.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +68.6% | 145,665 | $7.3M |
| Dravo Bay LLC | 3.17% | Add +7.8% | 143,207 | $7.2M |
| Edgestream Partners, L.P. | 0.21% | Add +135.4% | 141,013 | $7.1M |
| Soltis Investment Advisors LLC | 0.49% | Reduce -8.1% | 140,558 | $7.0M |
| Rochester Wealth Strategies, LLC | 4.57% | Add +10.4% | 139,534 | $7.0M |
| Alaethes Wealth, LLC | 1.98% | Add +2.2% | 139,270 | $7.0M |
| McNamara Financial Services, Inc. | 1.28% | Add +1.2% | 137,733 | $6.9M |
| Gutierrez Wealth Advisory, LLC | 4.40% | Reduce -0.9% | 137,398 | $6.9M |
| Park Avenue Securities LLC | 0.05% | Reduce -3.7% | 135,158 | $6.8M |
| Goodman Advisory Group, LLC | 1.68% | Add +7.1% | 135,131 | $6.8M |
| Elm Partners Management LLC | 0.34% | Reduce -32.4% | 134,823 | $6.8M |
| Coastline Trust Co | 0.72% | Reduce -27.2% | 133,813 | $6.7M |
| High Falls Advisors, Inc | 1.37% | Reduce -6.0% | 132,772 | $6.6M |
| Graves Light Lenhart Wealth, Inc. | 0.73% | Add +16.0% | 131,311 | $6.6M |
| Principal Securities, Inc. | 0.11% | Reduce -1.6% | 129,798 | $6.5M |
| Capital Advisors Wealth Management, LLC | 0.93% | Add +6.7% | 129,615 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +205.5% | 127,476 | $6.4M |
| Chesley Taft & Associates LLC | 0.27% | Reduce -1.1% | 127,387 | $6.4M |
| Caliber Wealth Management, LLC / KS | 0.71% | Add +3.5% | 127,152 | $6.4M |
| Hanson & Doremus Investment Management | 0.80% | Add +16.3% | 126,275 | $6.3M |
| Mustard Seed Financial, LLC | 4.06% | Add +35.7% | 126,200 | $6.3M |
| Ascent Group, LLC | 0.22% | Add +5.0% | 124,782 | $6.2M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +84.7% | 124,029 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +5.8% | 120,962 | $6.1M |
| Brown Wealth Management, LLC | 1.69% | Reduce -3.0% | 120,536 | $6.0M |
| Burt Wealth Advisors | 1.48% | Reduce -10.4% | 120,469 | $6.0M |
| Florida Trust Wealth Management Co | 0.17% | Add +48.2% | 120,315 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +21.6% | 117,969 | $5.9M |
| Eagle Rock Investment Company, LLC | 0.88% | Add +9.4% | 117,862 | $5.9M |
| Cherry Tree Wealth Management, LLC | 1.29% | Add +4.4% | 117,712 | $5.9M |
| JNBA Financial Advisors | 0.53% | Add +12.7% | 117,495 | $5.9M |
| UMB Bank, n.a. | 0.09% | Reduce -20.9% | 117,082 | $5.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.10% | Reduce -21.7% | 116,490 | $5.8M |
| Stage Harbor Financial, LLC | 4.23% | Add +4.1% | 115,454 | $5.8M |
| MAI Capital Management | 0.04% | Add +16.0% | 115,406 | $5.8M |
| Stonebridge Capital Advisors LLC | 0.41% | Add +2.5% | 115,289 | $5.8M |
| Nwam LLC | 0.31% | Add +1.9% | 114,553 | $5.8M |
| American Financial & Tax Strategies Inc. | 2.87% | Reduce -4.0% | 114,768 | $5.7M |
| Benjamin Edwards Inc. | 0.06% | Add +12.0% | 112,667 | $5.6M |
| Bowman & Co S.C. | 2.38% | Reduce -5.5% | 112,033 | $5.6M |
| Cascade Financial Partners, LLC | 0.63% | Reduce -24.7% | 110,339 | $5.5M |
| Sage Mountain Advisors LLC | 0.32% | Add +501.5% | 109,936 | $5.5M |
| Simon Quick Advisors, LLC | 0.25% | Add +20.6% | 109,848 | $5.5M |
| Stokes Family Office, LLC | 0.52% | Add +27.0% | 109,784 | $5.5M |
| Pinnacle Associates Ltd. | 0.07% | Add +2.1% | 109,283 | $5.5M |
| Yeomans Consulting Group, Inc. | 1.88% | Add +2.9% | 108,857 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.40% | Add +2.3% | 107,686 | $5.4M |
| Asio Capital, LLC | 0.78% | Reduce -50.1% | 103,930 | $5.2M |
| K2 Financial Inc. | 4.18% | Add +3.8% | 103,420 | $5.2M |
| Diversified Portfolios, Inc. | 0.45% | Add +16.0% | 102,770 | $5.1M |
| Vested Financial Planning, LLC | 4.15% | Reduce -1.1% | 102,265 | $5.1M |
| Sargent Investment Group, LLC | 0.72% | Add +7.8% | 100,458 | $5.0M |
| Patriot Investment Management Group, Inc. | 0.33% | Reduce -7.0% | 99,736 | $5.0M |
| 1900 Wealth Management LLC | 0.34% | Reduce -56.1% | 99,735 | $5.0M |
| Retirement Investment Advisors, Inc. | 0.41% | Add +4.5% | 97,394 | $4.9M |
| RCS Financial Planning, LLC | 2.15% | Reduce -1.8% | 97,051 | $4.9M |
| IFP Advisors, Inc | 0.13% | Add +21.2% | 96,845 | $4.8M |
| Aspire Private Capital, LLC | 1.06% | Reduce -35.0% | 96,676 | $4.8M |
| Vannoy Advisory Group, Inc. | 3.15% | Add +27.1% | 96,398 | $4.8M |
| Shade Tree Advisors LLC | 4.17% | Add +8.3% | 96,312 | $4.8M |
| Invst, LLC | 0.55% | Add +33.7% | 95,890 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.16% | Add +1.5% | 95,110 | $4.8M |
| Capital Investment Services of America, Inc. | 0.42% | Reduce -11.2% | 94,925 | $4.8M |
| Envision Financial LLC | 2.72% | Add +109.9% | 94,625 | $4.7M |
| Glassman Wealth Services | 0.66% | Reduce -7.5% | 93,734 | $4.7M |
| Verus Wealth Management, LLC | 4.36% | Add +97.5% | 93,325 | $4.7M |
| Meridian Wealth Partners, LLC | 0.64% | Reduce -0.1% | 93,006 | $4.7M |
| DAVENPORT & Co LLC | 0.03% | Reduce -4.9% | 92,870 | $4.6M |
| Wrenne Financial Planning LLC | 1.99% | Add +0.8% | 92,850 | $4.6M |
| TAGStone Capital, Inc. | 1.81% | Reduce -36.8% | 91,422 | $4.6M |
| Legacy PCG, LLC | 2.74% | Add +20.5% | 91,289 | $4.6M |
| Moneywise, Inc. | 2.07% | Add +11.9% | 91,256 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +7.9% | 91,076 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.91% | Add +5.6% | 90,842 | $4.5M |
| TD Capital Management LLC | 0.41% | Add +6.0% | 90,306 | $4.5M |
| WealthCollab, LLC | 2.08% | No change | 89,877 | $4.5M |
| TBH Global Asset Management, LLC | 0.87% | Reduce -18.3% | 89,257 | $4.5M |
| Bristlecone Advisors, LLC | 0.37% | Reduce -7.2% | 87,473 | $4.4M |
| Watershed Private Wealth LLC | 1.37% | Reduce -15.4% | 86,840 | $4.3M |
| Element Pointe Advisors, LLC | 0.92% | Reduce -12.6% | 86,224 | $4.3M |
| Stephens Inc. | 0.05% | Add +71.6% | 83,098 | $4.2M |
| Baker Avenue Asset Management, LP | 0.10% | Add +2.8% | 82,623 | $4.1M |
| OLIO Financial Planning | 1.21% | Reduce -13.5% | 82,605 | $4.1M |
| Eaton Financial Holdings Company, LLC | 1.16% | Reduce -10.8% | 82,482 | $4.1M |
| Pinnacle Financial Partners Inc | 0.10% | Reduce -78.3% | 82,431 | $4.1M |
| Grand Wealth Management, LLC | 1.99% | Add +37.4% | 82,292 | $4.1M |
| Vicus Capital | 0.31% | Reduce -6.3% | 81,489 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.49% | Add +1.8% | 81,155 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +106.2% | 80,956 | $4.1M |
| One Degree Advisors Inc | 1.23% | Reduce -27.1% | 80,367 | $4.0M |
| Meridian Wealth Management, LLC | 0.15% | Add +27.4% | 80,237 | $4.0M |
| BCGM Wealth Management, LLC | 1.04% | Add +0.1% | 80,009 | $4.0M |
| Visionary Wealth Advisors | 0.19% | Add +38.9% | 79,890 | $4.0M |
| Financial Life Advisors | 1.28% | Add +2.9% | 79,404 | $4.0M |
| Kelman-Lazarov, Inc. | 0.58% | Reduce -6.8% | 78,774 | $3.9M |
| First American Trust, FSB | 0.29% | Add +4.4% | 78,667 | $3.9M |
| Traction Financial Partners, LLC | 2.42% | Reduce -1.1% | 78,379 | $3.9M |
| High Probability Advisors, LLC | 0.54% | Add +3.2% | 78,195 | $3.9M |
| Axxcess Wealth Management, LLC | 0.08% | Add +1.7% | 78,037 | $3.9M |
| Diversified Enterprises, LLC | 0.26% | Reduce -2.7% | 77,951 | $3.9M |
| McAdam, LLC | 0.19% | Reduce -0.9% | 77,905 | $3.9M |
| Compass Advisory Group LLC | 1.09% | Add +7.2% | 77,868 | $3.9M |
| Financial Guidance Group, Inc. | 1.74% | Reduce -1.4% | 77,390 | $3.9M |
| Unique Wealth, LLC | 0.57% | Reduce -3.8% | 77,136 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -13.9% | 77,130 | $3.9M |
| BTG Pactual Asset Management US LLC | 0.46% | Add +33.1% | 78,706 | $3.9M |
| American Investment Services, Inc. | 0.92% | Add +11.6% | 76,722 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -8.8% | 76,172 | $3.8M |
| Hassell Wealth Management, LLC | 1.31% | Add +0.1% | 75,675 | $3.8M |
| Atria Investments, Inc | 0.04% | Reduce -11.1% | 75,168 | $3.8M |
| RFG Advisory, LLC | 0.08% | Reduce -1.4% | 75,049 | $3.8M |
| Allodium Investment Consultants, LLC | 2.11% | Add +30.4% | 74,605 | $3.7M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -15.3% | 74,191 | $3.7M |
| Mason & Associates, LLC | 0.93% | No change | 75,685 | $3.7M |
| Mgo One Seven LLC | 0.09% | Add +919.0% | 73,666 | $3.7M |
| Bessemer Group Inc. | 0.01% | Add +37.2% | 73,477 | $3.7M |
| Wealth Alliance, LLC | 0.38% | Reduce -22.9% | 72,961 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Reduce -30.9% | 72,797 | $3.6M |
| L.K. Benson & Company, P.C. | 1.96% | Add +22.9% | 72,673 | $3.6M |
| Fisher Asset Management | 0.00% | Reduce -2.2% | 72,203 | $3.6M |
| Insight Wealth Strategies, LLC | 0.43% | Reduce -2.3% | 72,179 | $3.6M |
| Sepio Capital, LP | 0.21% | Add +10.1% | 69,619 | $3.5M |
| Timonier Family Office, LTD. | 1.13% | Reduce -1.9% | 68,673 | $3.4M |
| Steph & Co. | 1.05% | Reduce -15.4% | 68,456 | $3.4M |
| Pure Portfolios Holdings LLC | 1.07% | Reduce -22.0% | 68,349 | $3.4M |
| Rockbridge Investment Management, LCC | 0.34% | Add +5.4% | 68,328 | $3.4M |
| Schmidt P J Investment Management Inc. | 0.56% | Reduce -26.3% | 68,211 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +1.6% | 67,949 | $3.4M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -10.0% | 67,912 | $3.4M |
| Savvy Advisors, Inc. | 0.16% | Add +21.9% | 67,875 | $3.4M |
| Capital Analysts, LLC | 0.10% | Add +532.2% | 67,827 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.18% | Reduce -49.9% | 67,768 | $3.4M |
| Catalyst Financial Partners LLC | 0.41% | Add +47.9% | 67,748 | $3.4M |
| Glenview Trust Co | 0.05% | Reduce -2.3% | 67,565 | $3.4M |
| Tortoise Investment Management, LLC | 0.30% | Add +3.2% | 67,189 | $3.4M |
| William Mack & Associates, Inc. | 1.81% | Add +5.2% | 67,091 | $3.4M |
| UNIVEST FINANCIAL Corp | 0.19% | Reduce -13.7% | 66,910 | $3.4M |
| Capital Asset Advisory Services LLC | 0.14% | Add +6.3% | 66,805 | $3.3M |
| Linscomb Wealth, Inc. | 0.14% | Add +7.0% | 66,793 | $3.3M |
| Values Added Financial LLC | 1.49% | Add +4.8% | 66,728 | $3.3M |
| Modern Wealth Management, LLC | 0.07% | Reduce -5.7% | 66,574 | $3.3M |
| Shared Vision Wealth Group LLC | 1.40% | Reduce -0.5% | 65,413 | $3.3M |
| Creative Financial Designs Inc. | 0.22% | Reduce -1.1% | 66,002 | $3.3M |
| Elser Financial Planning, Inc | 3.97% | Add +2.8% | 65,846 | $3.3M |
| Motive Wealth Advisors | 1.41% | Reduce -23.3% | 65,236 | $3.3M |
| LPWM LLC | 0.87% | Add +2.1% | 65,027 | $3.3M |
| World Investment Advisors | 0.07% | Reduce -6.5% | 64,839 | $3.2M |
| Sterling Financial Planning, Inc. | 1.02% | Add +2.7% | 64,624 | $3.2M |
| Blume Capital Management, Inc. | 0.62% | Reduce -58.2% | 64,600 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -3.1% | 64,571 | $3.2M |
| TPG Financial Advisors, LLC | 1.20% | No change | 64,217 | $3.2M |
| FourThought Financial Partners, LLC | 0.28% | Reduce -13.9% | 64,064 | $3.2M |
| Mb, Levis & Associates, LLC | 1.39% | Reduce -79.1% | 63,979 | $3.2M |
| McNaughton Wealth Management, LLC | 1.35% | Add +0.7% | 63,907 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | No change | 63,790 | $3.2M |
| Elmwood Wealth Management, Inc. | 1.13% | Reduce -0.2% | 63,690 | $3.2M |
| Sincerus Advisory, LLC | 2.72% | Add +5.9% | 63,445 | $3.2M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -3.0% | 62,624 | $3.2M |
| Two Sigma Securities, LLC | 0.46% | New | 62,668 | $3.1M |
| VSM Wealth Advisory, LLC | 0.98% | Reduce -2.7% | 62,636 | $3.1M |
| Enclave Advisors LLC | 0.48% | Reduce -6.3% | 62,468 | $3.1M |
| Equita Financial Network, Inc. | 1.05% | Reduce -1.2% | 62,187 | $3.1M |
| Hancock Whitney Corp. | 0.06% | Add +3.4% | 61,823 | $3.1M |
| Cambridge Associates LLC /Ma/ | 0.06% | New | 61,762 | $3.1M |
| Galvin, Gaustad & Stein, LLC | 0.25% | Add +20.6% | 61,717 | $3.1M |
| Advyzon Investment Management, LLC | 0.53% | Add +3.6% | 61,570 | $3.1M |
| CGN Advisors LLC | 0.25% | Reduce -56.5% | 61,055 | $3.1M |
| Joel Isaacson & Co., LLC | 0.11% | Add +462.9% | 60,542 | $3.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.48% | Add +4.7% | 59,543 | $3.0M |
| Newman Dignan & Sheerar, Inc. | 0.65% | Reduce -24.6% | 60,044 | $3.0M |
| Fulton Bank, N.A. | 0.10% | Add +1.1% | 59,765 | $3.0M |
| Opes Wealth Management LLC | 0.53% | Add +8.5% | 59,747 | $3.0M |
| Planwiser Financial, LLC | 2.35% | Add +8.5% | 58,791 | $3.0M |
| HUB Investment Partners, LLC | 0.11% | Add +0.3% | 58,758 | $2.9M |
| Great Waters Wealth Management | 0.34% | Reduce -1.8% | 58,198 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.9% | 58,168 | $2.9M |
| Chatham Capital Group, Inc. | 0.42% | No change | 58,115 | $2.9M |
| Sellwood Investment Partners LLC | 1.16% | Add +8.4% | 58,086 | $2.9M |
| Burney Co./ | 0.09% | Add +5.7% | 57,893 | $2.9M |
| Penney Financial, LLC | 1.30% | Add +6.1% | 57,837 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +1.8% | 57,140 | $2.9M |
| Black Diamond Financial, LLC | 0.31% | Add +1.4% | 55,836 | $2.8M |
| Strathmore Capital Advisors, Inc. | 1.14% | Add +63.3% | 55,663 | $2.8M |
| Csenge Advisory Group | 0.13% | Add +21.6% | 55,371 | $2.8M |
| RiverGlades Family Offices LLC | 1.68% | Reduce -25.4% | 54,808 | $2.7M |
| SP Asset Management LLC | 0.22% | Add +0.8% | 54,757 | $2.7M |
| C M Bidwell & Associates Ltd. | 1.31% | Add +2.1% | 54,549 | $2.7M |
| Arax Advisory Partners | 0.04% | Reduce -4.0% | 54,026 | $2.7M |
| Cary Street Partners Financial LLC | 0.07% | No change | 53,618 | $2.7M |
| Paragon Capital Management Ltd | 0.51% | Reduce -47.6% | 53,484 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.11% | Reduce -3.5% | 53,121 | $2.7M |
| Simplicity Wealth,LLC | 0.15% | Reduce -58.0% | 53,018 | $2.7M |
| Fiduciary Wealth Partners, LLC | 1.11% | Reduce -9.1% | 52,988 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +135.3% | 52,981 | $2.7M |
| Harbour Investments, Inc. | 0.06% | Add +15.5% | 52,599 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +0.7% | 52,542 | $2.6M |
| Cannon Financial Strategists, Inc. | 0.37% | Reduce -2.8% | 52,206 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.2% | 52,102 | $2.6M |
| Rockwood Wealth Management, LLC | 0.21% | Reduce -15.6% | 52,020 | $2.6M |
| Main Street Financial Solutions, LLC | 0.17% | Add +7.9% | 51,739 | $2.6M |
| Acima Private Wealth, LLC | 0.81% | Add +2.0% | 51,454 | $2.6M |
| Sunesis Advisors, LLC | 1.20% | — | 51,378 | $2.6M |
| FDx Advisors, Inc. | 0.77% | Add +3.8% | 50,735 | $2.6M |
| Detalus Advisors, LLC | 0.66% | Reduce -8.6% | 51,048 | $2.6M |
| Eclectic Associates Inc. | 0.47% | Add +89.5% | 50,860 | $2.5M |
| Pacific Point Advisors, LLC | 1.48% | No change | 50,710 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -3.7% | 50,117 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -10.8% | 50,042 | $2.5M |
| Sonata Capital Group Inc. | 0.92% | Reduce -17.5% | 49,725 | $2.5M |
| Bailard, Inc. | 0.05% | Reduce -16.3% | 49,450 | $2.5M |
| May Hill Capital, LLC | 0.72% | Reduce -13.0% | 49,339 | $2.5M |
| Brewster Financial Planning LLC | 1.55% | Add +34.1% | 49,290 | $2.5M |
| St Germain D J Co. Inc. | 0.10% | Add +16.6% | 49,082 | $2.5M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -20.1% | 48,809 | $2.4M |
| TPG Advisors LLC | 1.61% | Reduce -2.0% | 48,744 | $2.4M |
| Steele Capital Management, Inc. | 0.11% | Reduce -6.7% | 48,705 | $2.4M |
| Willis Johnson & Associates, Inc. | 0.15% | Add +13.8% | 48,700 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -9.9% | 48,502 | $2.4M |
| SlateStone Wealth, LLC | 0.21% | Add +264.6% | 48,314 | $2.4M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -49.8% | 48,229 | $2.4M |
| Pure Financial Advisors, LLC | 0.04% | Add +22.9% | 48,200 | $2.4M |
| Theory Financial LLC | 0.85% | Reduce -14.8% | 47,574 | $2.4M |
| Atlantic Union Bankshares Corp | 0.05% | Add +1451.0% | 47,816 | $2.4M |
| Phillips Financial Management, LLC | 0.16% | Reduce -15.7% | 47,682 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -8.9% | 47,371 | $2.4M |
| Precedent Wealth Partners, LLC | 0.52% | Add +22.1% | 46,816 | $2.3M |
| Spire Wealth Management | 0.08% | Reduce -1.5% | 46,602 | $2.3M |
| Vermillion Wealth Management, Inc. | 0.64% | Add +2.0% | 46,353 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -2.1% | 46,223 | $2.3M |
| VestGen Advisors, LLC | 0.08% | Add +1.3% | 45,994 | $2.3M |
| Truepoint, Inc. | 0.05% | Add +0.5% | 45,804 | $2.3M |
| Financial Strategies Group, Inc. | 0.44% | Add +3.6% | 45,490 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -41.9% | 44,148 | $2.2M |
| Independent Advisor Alliance | 0.06% | Add +7.5% | 43,953 | $2.2M |
| Mullooly Asset Management, Inc. | 0.84% | Add +2.1% | 43,917 | $2.2M |
| Snider Financial Group | 0.60% | Reduce -0.3% | 43,804 | $2.2M |
| GW&K Investment Management, LLC | 0.02% | No change | 43,680 | $2.2M |
| Claro Advisors Inc. | 0.32% | Reduce -0.1% | 43,605 | $2.2M |
| Glassy Mountain Advisors, Inc. | 0.66% | Add +0.1% | 43,548 | $2.2M |
| Fidelis Capital Partners, LLC | 0.17% | Reduce -14.1% | 43,494 | $2.2M |
| Grey Fox Wealth Advisors, LLC | 0.44% | Add +1.7% | 43,165 | $2.2M |
| Certior Financial Group, LLC | 1.45% | Add +5.5% | 42,772 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -0.5% | 42,699 | $2.1M |
| Leeward Financial Partners, LLC | 0.61% | Add +32.6% | 42,606 | $2.1M |
| Collective Family Office LLC | 0.51% | Reduce -8.6% | 42,282 | $2.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.62% | Add +7.6% | 42,266 | $2.1M |
| Naples Global Advisors, LLC | 0.16% | Add +8.4% | 42,083 | $2.1M |
| Rialto Wealth Management, LLC | 0.54% | Reduce -0.7% | 42,007 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -48.7% | 41,293 | $2.1M |
| Watchman Group, Inc. | 0.50% | Add +2.6% | 41,186 | $2.1M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -0.0% | 40,953 | $2.1M |
| United Advisor Group, LLC | 0.27% | Add +4.5% | 40,596 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.05% | Reduce -0.9% | 40,514 | $2.0M |
| Mattern Capital Management, LLC | 0.24% | Add +3.2% | 40,496 | $2.0M |
| Conquis Financial LLC | 1.91% | Add +85.6% | 40,288 | $2.0M |
| Highline Wealth Partners LLC | 0.54% | Add +11.5% | 40,281 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | No change | 40,232 | $2.0M |
| Laurel Wealth Advisors LLC | 0.28% | Reduce -1.6% | 39,826 | $2.0M |
| Liberty Capital Management, Inc. | 0.37% | Reduce -67.8% | 39,773 | $2.0M |
| Fairview Capital Investment Management, LLC | 0.10% | Reduce -9.7% | 39,725 | $2.0M |
| Plum Street Advisors, LLC | 0.77% | Reduce -0.4% | 39,699 | $2.0M |
| CPR Investments Inc. | 1.36% | No change | 39,600 | $2.0M |
| WBH Advisory Inc. | 0.15% | Reduce -20.2% | 39,492 | $2.0M |
| Kuhn & Co Investment Counsel | 1.55% | Reduce -13.8% | 39,225 | $2.0M |
| Commerce Bank | 0.01% | Reduce -0.6% | 39,160 | $2.0M |
| Sage Rhino Capital LLC | 0.38% | Add +2.4% | 38,792 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.21% | New | 33,746 | $1.9M |
| Red Tortoise LLC | 0.85% | Add +0.9% | 38,637 | $1.9M |
| GEN Financial Management, INC. | 1.67% | Reduce -27.4% | 38,620 | $1.9M |
| Midwestern Financial, LLC | 1.65% | Add +4.1% | 38,430 | $1.9M |
| Karpus Management, Inc. | 0.06% | New | 38,422 | $1.9M |
| Golden Bell Financial Planning LLC | 1.67% | Add +3.5% | 38,386 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | Add +0.0% | 37,500 | $1.9M |
| Culbertson A N & Co. Inc. | 0.27% | Add +2.5% | 37,400 | $1.9M |
| Petra Financial Advisors Inc. | 1.09% | Reduce -1.1% | 37,243 | $1.9M |
| Boyd Wealth Management, LLC | 0.80% | No change | 37,192 | $1.9M |
| Wheelhouse Advisory Group LLC | 0.80% | Reduce -2.5% | 37,087 | $1.9M |
| Seeds Investor LLC | 0.39% | Reduce -80.2% | 36,597 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.33% | Add +0.9% | 36,546 | $1.8M |
| Country Club Bank | 0.11% | Reduce -15.4% | 36,531 | $1.8M |
| Private Trust Co. NA | 0.16% | Add +99.0% | 36,329 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -9.8% | 36,302 | $1.8M |
| McIlrath & Eck, LLC | 0.19% | Add +10.0% | 36,233 | $1.8M |
| Manuka Financial, LLC | 1.12% | Reduce -62.5% | 36,069 | $1.8M |
| PFG Private Wealth Management, LLC | 0.81% | New | 36,059 | $1.8M |
| Integrity Wealth Solutions LLC | 0.81% | Reduce -11.1% | 36,059 | $1.8M |
| HHM Wealth Advisors, LLC | 0.21% | Add +4.0% | 36,029 | $1.8M |
| Ssa Swiss Advisors AG | 0.82% | Add +1.5% | 35,277 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Reduce -3.4% | 35,263 | $1.8M |
| Apeiron RIA LLC | 0.39% | Add +25.6% | 34,924 | $1.8M |
| GSG Advisors LLC | 0.46% | Add +0.5% | 35,022 | $1.8M |
| Meredith Wealth Planning | 0.55% | Add +3.9% | 34,388 | $1.7M |
| Stevens Capital Partners | 0.51% | Add +7.5% | 34,231 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Add +306.7% | 34,164 | $1.7M |
| Act Wealth Management, LLC | 0.60% | Add +17.2% | 34,088 | $1.7M |
| Busey Bank | 0.05% | Reduce -2.7% | 34,041 | $1.7M |
| Oak Wealth Advisors LLC | 0.99% | Add +11.7% | 33,904 | $1.7M |
| Sfmg, LLC | 0.12% | Add +193.3% | 33,902 | $1.7M |
| Silverlake Wealth Management LLC | 0.41% | Add +5.3% | 33,665 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +3.7% | 33,484 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.38% | Add +0.3% | 33,110 | $1.7M |
| Evolution Wealth Advisors, LLC | 0.22% | Reduce -53.9% | 32,817 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -4.4% | 32,595 | $1.6M |
| Forum Private Client Group LLC | 0.57% | Add +11.3% | 32,234 | $1.6M |
| Everhart Financial Group, Inc. | 0.16% | Reduce -4.5% | 32,159 | $1.6M |
| TSA Wealth Managment LLC | 0.55% | Reduce -1.2% | 31,996 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.27% | Reduce -33.7% | 31,954 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +488.3% | 31,941 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +41.8% | 31,627 | $1.6M |
| Kings Path Partners LLC | 0.59% | Add +7.7% | 31,913 | $1.6M |
| High Net Worth Advisory Group LLC | 0.38% | Add +92.3% | 31,891 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +11.5% | 31,813 | $1.6M |
| Private Client Services, LLC | 0.53% | Add +77.1% | 31,709 | $1.6M |
| Life Planning Partners, Inc | 1.15% | Add +3.3% | 31,579 | $1.6M |
| Navalign, LLC | 0.42% | Add +8.1% | 31,461 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -11.4% | 31,427 | $1.6M |
| Financial Architects, LLC | 0.89% | Reduce -19.4% | 31,365 | $1.6M |
| Middleton & Co. Inc. | 0.17% | No change | 31,100 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -13.7% | 30,850 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +75.5% | 30,611 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Add +20.1% | 30,744 | $1.5M |
| Cahill Financial Advisors Inc. | 0.17% | Add +17.1% | 30,461 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +36.7% | 30,266 | $1.5M |
| Avid Wealth Partners LLC | 0.75% | Reduce -43.9% | 30,192 | $1.5M |
| Midwest Trust Co | 0.02% | Reduce -22.5% | 30,117 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +14.7% | 29,671 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Reduce -4.4% | 29,671 | $1.5M |
| Aletheian Wealth Advisors LLC | 0.69% | Reduce -13.6% | 29,448 | $1.5M |
| Columbus Macro, LLC | 0.17% | Reduce -0.9% | 29,222 | $1.5M |
| Centurion Wealth Management LLC | 0.33% | Add +16.2% | 29,088 | $1.5M |
| James Investment Research, Inc. | 0.16% | Add +0.7% | 29,033 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +157.8% | 28,960 | $1.5M |
| LJI Wealth Management, LLC | 0.25% | Reduce -9.0% | 28,882 | $1.4M |
| Bernardo Wealth Planning LLC | 0.28% | Add +7.5% | 28,705 | $1.4M |
| Apexium Financial, LP | 0.07% | Reduce -2.0% | 28,691 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.11% | Add +1.1% | 28,584 | $1.4M |
| Prestige Wealth Management Group LLC | 0.28% | Add +18.2% | 28,513 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -2.3% | 28,444 | $1.4M |
| Intergy Private Wealth, LLC | 0.44% | Add +5.5% | 28,257 | $1.4M |
| WealthShield Partners, LLC | 0.16% | Reduce -3.7% | 28,186 | $1.4M |
| Hilltop Partners LLC | 0.42% | Reduce -20.9% | 28,169 | $1.4M |
| Root Financial Partners, LLC | 0.09% | Add +5.7% | 28,137 | $1.4M |
| Lokken Investment Group LLC | 0.48% | Add +12.1% | 28,036 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.10% | Add +3.9% | 28,007 | $1.4M |
| American National Bank & Trust | 0.14% | Add +2.5% | 27,910 | $1.4M |
| RFP Financial Group LLC | 0.57% | Reduce -4.1% | 27,807 | $1.4M |
| Cypress Wealth Services, LLC | 0.23% | Reduce -20.5% | 27,721 | $1.4M |
| Lansing Street Advisors | 0.37% | Reduce -29.1% | 27,599 | $1.4M |
| Stone Summit Wealth LLC | 0.39% | Add +13.0% | 27,565 | $1.4M |
| Proffitt & Goodson Inc. | 0.20% | Reduce -19.1% | 27,311 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +4164.2% | 27,291 | $1.4M |
| Strategic Financial Services, Inc. | 0.07% | Add +49.5% | 27,162 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.17% | Add +14.4% | 27,050 | $1.4M |
| Hanover Advisors Inc. | 0.52% | No change | 26,851 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.19% | Add +4.4% | 26,837 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Add +23.4% | 26,646 | $1.3M |
| Presilium Private Wealth, LLC | 0.25% | Add +15.8% | 26,638 | $1.3M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -8.4% | 26,346 | $1.3M |
| Eaton-Cambridge Inc. | 0.46% | Add +20.5% | 26,526 | $1.3M |
| Note Advisors, LLC | 0.79% | Reduce -2.1% | 26,479 | $1.3M |
| Alhambra Investment Management LLC | 0.62% | Add +85.7% | 26,188 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +137.5% | 26,160 | $1.3M |
| Rainier Family Wealth Inc. | 1.16% | Add +28.2% | 26,088 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.14% | Add +8.4% | 25,980 | $1.3M |
| Continuum Advisory, LLC | 0.14% | Add +6.7% | 25,978 | $1.3M |
| Opal Wealth Advisors, LLC | 0.36% | Add +297.8% | 25,752 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.18% | Reduce -0.5% | 25,745 | $1.3M |
| Eagle Global Advisors LLC | 0.05% | Reduce -34.4% | 25,670 | $1.3M |
| W Advisors, LLC | 0.68% | Add +2.0% | 25,635 | $1.3M |
| Allen Capital Group, LLC | 0.12% | Add +178.5% | 25,362 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -23.5% | 25,199 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -2.0% | 25,146 | $1.3M |
| Lakewood Asset Management LLC | 0.76% | Add +0.6% | 25,109 | $1.3M |
| Canopy Partners, LLC | 0.42% | Reduce -21.4% | 25,031 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.63% | No change | 25,000 | $1.3M |
| Harbour Investment Management LLC | 0.54% | No change | 24,945 | $1.2M |
| Aviance Capital Partners, LLC | 0.15% | Reduce -7.5% | 24,909 | $1.2M |
| Blankinship & Foster, LLC | 0.27% | Add +0.4% | 24,842 | $1.2M |
| Choreo, LLC | 0.02% | Add +1.3% | 24,709 | $1.2M |
| Prairieview Wealth Partners, LLC | 1.16% | Add +107.8% | 24,698 | $1.2M |
| Seaside Wealth Management, Inc. | 0.36% | Reduce -0.1% | 24,473 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -32.2% | 24,397 | $1.2M |
| Center for Financial Planning, Inc. | 0.13% | Add +0.3% | 24,299 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +21.8% | 24,294 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +13.4% | 24,028 | $1.2M |
| BLB&B Advisors, LLC | 0.05% | No change | 24,130 | $1.2M |
| AQR Capital Management | 0.00% | No change | 24,062 | $1.2M |
| Veracity Capital LLC | 0.39% | No change | 24,020 | $1.2M |
| Oregon Pacific Wealth Management, LLC | 1.04% | Add +54.5% | 23,986 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -54.1% | 23,936 | $1.2M |
| Twele Capital Management, Inc. | 0.22% | Reduce -32.2% | 23,482 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | Reduce -10.3% | 23,466 | $1.2M |
| Compass Financial Group, INC | 0.18% | Add +24.2% | 23,424 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -23.0% | 23,387 | $1.2M |
| Park Place Capital Corp | 0.25% | Reduce -20.5% | 23,359 | $1.2M |
| Prospera Capital Management, LLC | 0.57% | No change | 23,348 | $1.2M |
| Souders Financial Advisors | 0.14% | Reduce -27.6% | 23,321 | $1.2M |
| Wealth Alliance Advisory Group, LLC | 0.21% | Reduce -26.7% | 23,282 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.33% | Reduce -0.6% | 23,280 | $1.2M |
| HRT Financial LP | 0.00% | New | 23,148 | $1.2M |
| Ethos Financial Group, LLC | 0.09% | Reduce -0.2% | 23,119 | $1.2M |
| TriaGen Wealth Management LLC | 0.30% | No change | 23,096 | $1.2M |
| Cutler Investment Counsel LLC | 0.12% | Add +27.9% | 22,944 | $1.1M |
| Crabel Capital Management, LLC | 1.03% | Reduce -12.2% | 22,909 | $1.1M |
| White Lighthouse Investment Management Inc. | 0.17% | Reduce -16.6% | 22,773 | $1.1M |
| Wealthspire Retirement, LLC | 0.07% | Add +13.3% | 22,750 | $1.1M |
| Perennial Advisors, LLC | 0.20% | Reduce -2.7% | 22,732 | $1.1M |
| Breakwater Capital Group | 0.17% | Add +0.4% | 22,545 | $1.1M |
| Revolve Wealth Partners, LLC | 0.14% | Reduce -4.8% | 22,503 | $1.1M |
| LVW Advisors, LLC | 0.12% | Add +7.0% | 22,403 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.7% | 22,391 | $1.1M |
| Brucke Financial, Inc. | 0.66% | Add +19.1% | 22,182 | $1.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +61.8% | 22,144 | $1.1M |
| Access Financial Services, Inc. | 0.40% | Reduce -18.0% | 22,110 | $1.1M |
| Breakwater Investment Management | 0.41% | Add +11.6% | 22,107 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +21.1% | 22,071 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.38% | Add +4.8% | 22,020 | $1.1M |
| First Pacific Financial | 0.15% | Reduce -24.5% | 21,853 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -2.9% | 21,771 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +16.5% | 21,756 | $1.1M |
| Revisor Wealth Management LLC | 0.38% | Reduce -1.1% | 21,716 | $1.1M |
| CFO4Life Group, LLC | 0.16% | Add +15.2% | 21,651 | $1.1M |
| Tenon Financial LLC | 0.56% | No change | 21,646 | $1.1M |
| Disciplined Investments, LLC | 0.43% | Add +7.2% | 21,627 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.24% | New | 21,527 | $1.1M |
| Oak Hill Wealth Advisors, LLC | 0.20% | Reduce -32.5% | 21,460 | $1.1M |
| FSM Wealth Advisors, LLC | 0.15% | Add +117.5% | 21,451 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Reduce -14.7% | 21,404 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +60.1% | 21,313 | $1.1M |
| FC Advisory LLC | 0.31% | Reduce -5.0% | 21,214 | $1.1M |
| Norden Group LLC | 0.11% | No change | 21,017 | $1.1M |
| Richardson Financial Services Inc. | 0.65% | No change | 20,793 | $1.0M |
| Accredited Investor Services, LLC | 0.71% | Add +6.9% | 20,647 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 20,173 | $1.0M |
| Davis Wealth Advisors, LLC | 0.93% | Reduce -20.5% | 20,588 | $1.0M |
| Columbia Bank | 0.29% | Reduce -0.5% | 20,330 | $1.0M |
| Certus Wealth Management, LLC | 0.61% | Reduce -1.8% | 20,389 | $1.0M |
| Boxwood Ventures, Inc. | 1.14% | No change | 20,380 | $1.0M |
| Cranbrook Wealth Management, LLC | 0.20% | Add +0.4% | 20,360 | $1.0M |
| Hexagon Capital Partners LLC | 0.20% | Add +13.9% | 20,330 | $1.0M |
| Human Investing LLC | 0.15% | Reduce -4.3% | 20,285 | $1.0M |
| Taylor Hoffman Capital Management LLC | 0.32% | Reduce -6.9% | 20,253 | $1.0M |
| Journey Beyond Wealth, LLC | 0.83% | Add +9.1% | 20,219 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.40% | Reduce -5.1% | 20,174 | $1.0M |
| Evernest Financial Advisors, LLC | 0.28% | Add +2.2% | 20,123 | $1.0M |
| Carter Financial Group, INC. | 0.61% | New | 20,081 | $1.0M |
| HORAN Wealth, LLC | 0.16% | New | 20,036 | $1.0M |
| Bear Mountain Capital, Inc. | 0.34% | Add +0.4% | 19,784 | $1.0M |
| Cyr Financial Inc. | 0.68% | Add +7.6% | 19,954 | $999K |
| 1834 Investment Advisors Co. | 0.12% | Reduce -25.6% | 19,868 | $995K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -23.7% | 19,860 | $994K |
| Wolff Financial Management LLC | 0.23% | Add +0.5% | 19,856 | $994K |
| Hudock, Inc. | 0.15% | Add +144.6% | 19,789 | $991K |
| BridgePort Financial Solutions, LLC | 0.26% | Add +41.1% | 19,543 | $979K |
| Farrell Financial LLC | 0.61% | Reduce -1.1% | 19,418 | $972K |
| MIdWestOne Financial Group, Inc. | 0.12% | No change | 19,310 | $967K |
| WPG Advisers, LLC | 0.75% | Reduce -4.1% | 19,295 | $966K |
| Heritage Financial Services, LLC | 0.09% | Reduce -1.1% | 19,257 | $964K |
| EPG Wealth Management LLC | 0.27% | Add +19.6% | 19,254 | $964K |
| RiverFront Investment Group, LLC | 0.02% | No change | 19,198 | $961K |
| Lincoln Capital Corp. | 0.35% | Add +10.8% | 19,165 | $960K |
| Scott Capital Advisors, LLC | 0.22% | Add +9.4% | 19,133 | $959K |
| Icon Wealth Advisors, LLC | 0.06% | Add +7.7% | 19,112 | $957K |
| Lockerman Financial Group, Inc. | 1.20% | Add +4.5% | 18,935 | $948K |
| ABLE Financial Group, LLC | 0.20% | Reduce -42.7% | 18,834 | $943K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +1.0% | 18,614 | $932K |
| Croban | 0.62% | Reduce -15.3% | 18,521 | $927K |
| Hengehold Capital Management LLC | 0.08% | Reduce -5.4% | 18,436 | $923K |
| Planning Directions Inc. | 0.48% | Add +0.8% | 18,344 | $918K |
| Founders Grove Wealth Partners, LLC | 0.22% | Reduce -14.0% | 18,310 | $917K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -11.8% | 18,288 | $916K |
| Argent Trust Co | 0.03% | Reduce -4.1% | 18,271 | $915K |
| Americana Partners, LLC | 0.03% | No change | 18,235 | $913K |
| Peregrine Asset Advisers, Inc. | 0.27% | No change | 18,022 | $902K |
| Factor Wealth Management LTD | 0.23% | Add +0.8% | 17,978 | $900K |
| Rainey & Randall Wealth Advisors Inc. | 0.15% | Add +128.1% | 17,953 | $899K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +0.0% | 17,947 | $899K |
| Elevate Wealth Advisory, Inc. | 0.65% | Add +6.1% | 17,850 | $894K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -54.8% | 17,771 | $890K |
| Fortis Capital Advisors, LLC | 0.14% | Add +3.2% | 17,731 | $888K |
| Keener Financial Planning LLC | 0.41% | Add +1.5% | 17,695 | $885K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -20.5% | 17,607 | $882K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +9303.7% | 17,585 | $880K |
| Eldridge Investment Advisors, Inc. | 0.20% | Add +0.3% | 17,448 | $871K |
| Retirement Planning Group, LLC | 0.03% | Reduce -44.0% | 17,314 | $867K |
| Ascentis Independent Advisors | 0.15% | Add +13.8% | 17,232 | $863K |
| Charles Schwab Trust Co | 0.06% | Reduce -10.9% | 17,211 | $862K |
| First Merchants Corp. | 0.03% | Add +54.1% | 17,095 | $856K |
| Archford Capital Strategies, LLC | 0.10% | Add +2.0% | 17,073 | $855K |
| Cambridge Financial Group, LLC | 0.27% | New | 16,896 | $846K |
| Southland Equity Partners LLC | 0.17% | No change | 16,809 | $842K |
| FF Advisors,LLC | 0.40% | Add +3.3% | 16,780 | $840K |
| Titan Global Capital Management USA LLC | 0.12% | Reduce -20.9% | 16,727 | $837K |
| W.H. Cornerstone Investments Inc. | 0.51% | Add +0.4% | 16,685 | $835K |
| Astoria Portfolio Advisors LLC. | 0.22% | Add +14.9% | 16,457 | $824K |
| Schwallier Wealth Management LLC | 0.51% | Add +55.8% | 16,464 | $824K |
| Private Wealth Asset Management, LLC | 0.10% | Add +1.6% | 16,393 | $821K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.7% | 16,341 | $818K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Reduce -27.3% | 16,292 | $816K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 16,285 | $815K |
| Cypress Point Wealth Management, LLC | 0.16% | No change | 16,272 | $815K |
| First Heartland Consultants, Inc. | 0.07% | Add +80.1% | 16,115 | $807K |
| 5T Wealth, LLC | 0.35% | New | 16,051 | $804K |
| Hoxton Planning & Management, LLC | 0.26% | Add +53.9% | 16,032 | $803K |
| Long Island Wealth Management, Inc. | 0.39% | Reduce -17.9% | 15,945 | $798K |
| Integrity Investment Advisors, LLC | 0.53% | Add +270.7% | 15,890 | $796K |
| Westshore Wealth, LLC | 0.27% | New | 15,851 | $794K |
| Compass Ion Advisors, LLC | 0.08% | New | 15,796 | $791K |
| Evolution Advisers, Inc. | 0.36% | Reduce -0.6% | 15,772 | $790K |
| Cornerstone Planning Group LLC | 0.13% | Add +7501.0% | 15,810 | $787K |
| PKS Advisory Services, LLC | 0.18% | Add +5.0% | 15,714 | $787K |
| Wealth Management Resources, Inc. | 0.25% | Reduce -3.1% | 15,707 | $786K |
| PFG Investments, LLC | 0.04% | Add +2.7% | 15,704 | $786K |
| PFW Advisors LLC | 0.23% | Add +31.4% | 15,700 | $786K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +72.5% | 15,573 | $780K |
| Riverview Trust Co | 0.94% | No change | 15,525 | $777K |
| Cedar Mountain Advisors, LLC | 0.15% | No change | 15,516 | $777K |
| Wetzel Investment Advisors, Inc. | 0.33% | Reduce -12.2% | 15,441 | $773K |
| Peak Retirement Planning, Inc. | 0.22% | Add +3.7% | 15,368 | $769K |
| Advus Financial Partners, LLC | 0.18% | Reduce -0.8% | 15,367 | $769K |
| Prospect Financial Services LLC | 0.44% | Add +1.1% | 15,358 | $769K |
| Orcam Financial Group | 0.62% | No change | 15,322 | $767K |
| ShoreHaven Wealth Partners, LLC | 0.28% | Reduce -33.5% | 15,190 | $761K |
| Promus Capital, LLC | 0.48% | New | 15,172 | $760K |
| Compass Planning Associates Inc | 0.69% | Add +0.8% | 14,938 | $748K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 14,848 | $742K |
| Allegiance Financial Group Advisory Services LLC | 0.17% | Add +5.3% | 14,774 | $740K |
| Ade, LLC | 0.37% | Reduce -7.1% | 14,628 | $732K |
| Trust Co. of Vermont | 0.03% | No change | 14,619 | $732K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | Reduce -24.9% | 14,478 | $725K |
| Wealthgarden F.S. LLC | 0.52% | Reduce -7.5% | 14,299 | $723K |
| Keyvantage Wealth, LLC | 0.30% | Reduce -1.0% | 14,430 | $723K |
| Northstar Group, Inc. | 0.11% | Reduce -20.2% | 14,384 | $720K |
| Veery Capital, LLC | 0.23% | Add +6.4% | 14,377 | $720K |
| Roundview Capital LLC | 0.05% | No change | 14,282 | $715K |
| FLC Capital Advisors | 0.14% | No change | 14,250 | $713K |
| Lebenthal Global Advisors, LLC | 0.12% | Reduce -4.1% | 14,244 | $713K |
| SouthState Bank Corp | 0.03% | Reduce -55.6% | 14,239 | $713K |
| Silver Coast Investments LLC | 0.24% | Add +36.3% | 14,222 | $712K |
| Ocean Park Asset Management, LLC | 0.03% | New | 14,189 | $710K |
| Exchange Traded Concepts, LLC | 0.01% | Add +16.3% | 14,189 | $710K |
| CWA Asset Management Group, LLC | 0.03% | Add +16.9% | 14,175 | $710K |
| Veridan Wealth LLC | 0.24% | — | 14,133 | $708K |
| Callan Family Office, LLC | 0.02% | No change | 14,056 | $704K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.2% | 14,041 | $703K |
| Prospect Financial Group LLC | 0.68% | Add +47.3% | 13,873 | $695K |
| Ascent Wealth Partners, LLC | 0.08% | Add +38.1% | 13,844 | $693K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.7% | 13,784 | $690K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -0.2% | 13,777 | $690K |
| NewSquare Capital LLC | 0.05% | Add +3.5% | 13,762 | $689K |
| Bond & Devick Financial Network, Inc. | 0.21% | Reduce -18.0% | 13,662 | $684K |
| Mma Asset Management LLC | 0.23% | Reduce -18.8% | 13,606 | $681K |
| OneAscent Financial Services LLC | 0.05% | Reduce -7.5% | 13,599 | $681K |
| Conscious Wealth Investments, LLC | 0.40% | Add +21.2% | 13,450 | $679K |
| Horizons Wealth Management | 0.46% | Add +6.9% | 13,528 | $677K |
| Core Wealth Advisors, Inc. | 0.18% | Reduce -30.8% | 13,519 | $677K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 13,472 | $675K |
| S.A. Mason LLC | 0.30% | Reduce -5.5% | 13,480 | $675K |
| Mason & Associates Inc | 0.14% | Reduce -18.7% | 13,464 | $674K |
| Embree Financial Group | 0.09% | Add +0.6% | 13,457 | $674K |
| Roman Butler Fullerton & Co. | 0.18% | Add +29.8% | 13,318 | $673K |
| 4WEALTH Advisors, Inc. | 0.62% | No change | 13,369 | $669K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +5.9% | 13,351 | $668K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.2% | 13,200 | $661K |
| Foundations Investment Advisors, LLC | 0.01% | Add +25.8% | 13,176 | $660K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -10.6% | 13,114 | $657K |
| Paladin Advisory Group, LLC | 0.51% | Add +5.1% | 13,063 | $654K |
| Barnes Wealth Management Group, Inc | 0.36% | Add +4.8% | 13,019 | $652K |
| Mayport, LLC | 0.14% | No change | 12,955 | $649K |
| AE Wealth Management LLC | 0.00% | Add +18.4% | 12,948 | $648K |
| Burling Wealth Partners, LLC | 0.11% | Reduce -1.5% | 12,939 | $648K |
| HT Partners LLC | 0.20% | Reduce -97.1% | 12,904 | $646K |
| Omega Advisors (Leon Cooperman) | 0.02% | No change | 12,876 | $645K |
| Blueprint Financial Advisors LLC | 0.14% | New | 12,788 | $640K |
| Leo Wealth, LLC | 0.08% | Reduce -7.8% | 12,757 | $639K |
| Greenup Street Wealth Management LLC | 0.10% | Reduce -22.9% | 12,721 | $637K |
| Jackson, Grant Investment Advisers, Inc. | 0.21% | Reduce -4.4% | 12,678 | $635K |
| Magnus Financial Group LLC | 0.05% | Reduce -16.0% | 12,506 | $626K |
| WFA of San Diego, LLC | 0.43% | Add +7.3% | 12,459 | $624K |
| Aspen Wealth Strategies, LLC | 0.35% | Add +15.6% | 12,454 | $624K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +23.2% | 12,422 | $622K |
| Procyon Advisors, LLC | 0.04% | Add +0.0% | 12,419 | $622K |
| Janney Capital Management LLC | 0.04% | Reduce -1.9% | 12,352 | $618K |
| Tribridge Partners Financial LLC | 0.28% | Add +36.1% | 12,329 | $616K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -20.0% | 12,271 | $614K |
| ARS Wealth Advisors Group, LLC | 0.06% | No change | 12,250 | $613K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +9.9% | 12,182 | $610K |
| Carrera Capital Advisors | 0.11% | Add +10.9% | 12,045 | $603K |
| Brighton Jones LLC | 0.01% | Add +51.8% | 11,980 | $600K |
| Landaas & Co. /Wi | 0.14% | Reduce -13.0% | 11,943 | $598K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -4.7% | 11,894 | $598K |
| Net Worth Advisory Group | 0.17% | Reduce -30.3% | 11,931 | $597K |
| Crews Bank & Trust | 0.09% | Add +17.7% | 11,862 | $594K |
| Zhang Financial LLC | 0.02% | Reduce -14.5% | 11,838 | $593K |
| Mosaic Family Wealth Partners, LLC | 0.07% | New | 11,825 | $592K |
| Caldwell Trust Co | 0.05% | Reduce -2.1% | 11,689 | $585K |
| First Commonwealth Financial Corp | 0.10% | New | 11,682 | $585K |
| FFT Wealth Management LLC | 0.11% | No change | 11,560 | $579K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Add +6.8% | 11,446 | $573K |
| Jordan Park Trust Co LLC | 0.55% | No change | 11,404 | $571K |
| Balance Wealth Partners LLC | 0.14% | Add +1.3% | 11,378 | $570K |
| Neumann Capital Management, LLC | 0.17% | Reduce -75.1% | 11,311 | $566K |
| Ariston Services Group | 0.34% | Add +4.5% | 11,297 | $566K |
| Brio Consultants, LLC | 0.08% | Add +13.3% | 11,292 | $565K |
| Haven Private, LLC | 0.25% | No change | 11,200 | $561K |
| Occidental Asset Management, LLC | 0.07% | No change | 11,197 | $561K |
| LM Advisors LLC | 0.08% | No change | 11,155 | $559K |
| Global Wealth Management Investment Advisory, Inc. | 0.09% | Add +28.3% | 11,134 | $557K |
| Financial Freedom, LLC | 0.28% | Reduce -71.5% | 11,080 | $555K |
| Westside Investment Management, Inc. | 0.09% | Add +56.3% | 11,037 | $552K |
| Founders Financial Securities LLC | 0.04% | Reduce -4.4% | 10,993 | $550K |
| Edge Financial Advisors LLC | 0.24% | No change | 10,840 | $543K |
| Holos Integrated Wealth LLC | 0.32% | No change | 10,800 | $542K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +7.2% | 10,759 | $538K |
| Liberty Square Wealth Partners LLC | 0.17% | Add +57.7% | 10,704 | $536K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +13.2% | 10,694 | $535K |
| Accredited Wealth Management, LLC | 0.40% | Add +666.5% | 78,255 | $535K |
| Rothschild Wealth LLC | 0.12% | Add +0.8% | 10,671 | $534K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.24% | Reduce -25.0% | 10,669 | $534K |
| Magnolia Private Wealth, LLC | 0.39% | Reduce -24.3% | 10,650 | $533K |
| Hobbs Group Advisors, LLC | 0.16% | Add +0.1% | 10,559 | $529K |
| Stordahl Capital Management, Inc. | 0.11% | Add +6.3% | 10,526 | $527K |
| Berman McAleer LLC | 0.07% | — | 10,447 | $523K |
| West Michigan Advisors, LLC | 0.13% | Add +0.5% | 10,438 | $523K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -8.7% | 10,394 | $520K |
| New Insight Wealth Advisors | 0.20% | Add +79.9% | 10,386 | $520K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -1.8% | 10,339 | $518K |
| GAMMA Investing LLC | 0.03% | Add +2.3% | 10,274 | $514K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -92.5% | 10,255 | $513K |
| Sapient Capital LLC | 0.01% | Reduce -44.5% | 10,243 | $513K |
| Horizon Investments, LLC | 0.01% | Add +5.9% | 10,275 | $512K |
| Patron Partners, LLC | 0.23% | Reduce -14.3% | 10,126 | $507K |
| Moseley Investment Management Inc. | 0.15% | Add +2.1% | 10,077 | $505K |
| StoneX Group Inc. | 0.02% | Reduce -4.8% | 10,068 | $504K |
| Curbstone Financial Management Corp | 0.10% | Add +4.2% | 10,050 | $503K |
| Shepherd Kaplan Krochuk, LLC | 0.40% | Reduce -37.5% | 9,827 | $492K |
| SpringVest Wealth Management LLC | 0.36% | Reduce -7.6% | 9,752 | $488K |
| A4 Wealth Advisors LLC | 0.41% | — | 9,631 | $482K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +6.4% | 9,608 | $481K |
| Hummer Financial Advisory Services Inc | 0.35% | No change | 9,600 | $481K |
| Strategic Wealth Partners, Ltd. | 0.04% | New | 9,464 | $474K |
| Quantum Financial Planning Services, Inc. | 0.19% | Add +1.8% | 9,360 | $469K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.3% | 9,320 | $467K |
| HCR Wealth Advisors | 0.05% | No change | 9,334 | $467K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -25.5% | 9,270 | $464K |
| Synovus Financial Corp. | 0.01% | Reduce -2.8% | 9,265 | $464K |
| First Affirmative Financial Network | 0.22% | Add +91.0% | 9,176 | $459K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.8% | 9,143 | $458K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.0% | 9,060 | $454K |
| BlackRock, Inc. | 0.00% | Reduce -36.5% | 9,027 | $452K |
| Fulton Breakefield Broenniman LLC | 0.03% | New | 9,026 | $452K |
| RMR Wealth Builders | 0.04% | No change | 9,013 | $451K |
| Keystone Financial Group | 0.03% | Add +0.0% | 9,007 | $451K |
| CVA Family Office, LLC | 0.06% | Reduce -11.8% | 9,005 | $451K |
| Lynx Investment Advisory | 0.27% | Add +0.3% | 8,954 | $448K |
| Atlas Legacy Advisors, LLC | 0.09% | Reduce -2.1% | 8,930 | $447K |
| Independent Financial Group, LLC | 0.01% | New | 8,904 | $446K |
| Avestar Capital, LLC | 0.03% | Add +14.4% | 8,876 | $444K |
| Triad Wealth Partners, LLC | 0.06% | Add +6.4% | 8,834 | $442K |
| Agate Pass Investment Management, LLC | 0.17% | Add +0.3% | 8,830 | $442K |
| LifeGoal Investments, LLC | 0.37% | Add +24.1% | 8,815 | $441K |
| Dakota Wealth Management | 0.01% | Add +40.2% | 8,781 | $440K |
| Ellis Investment Partners, LLC | 0.08% | Add +2.2% | 8,778 | $440K |
| Tandem Financial, LLC | 0.16% | New | 8,764 | $439K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 8,723 | $437K |
| Narus Financial Partners, LLC | 0.12% | Reduce -24.9% | 8,651 | $433K |
| Advisory Alpha, LLC | 0.01% | Reduce -31.1% | 8,578 | $429K |
| Sheridan Capital Management, LLC | 0.23% | No change | 8,550 | $428K |
| First National Corp. /Ma/ | 0.08% | No change | 8,559 | $428K |
| Penobscot Wealth Management | 0.14% | Add +49.1% | 8,530 | $427K |
| Members Wealth LLC | 0.27% | — | 8,391 | $419K |
| Morton Capital Management LLC | 0.07% | New | 8,350 | $418K |
| BCS Wealth Management | 0.09% | Reduce -49.1% | 8,348 | $418K |
| Maia Wealth LLC | 0.07% | Reduce -71.4% | 8,286 | $418K |
| Birch Financial Group, LLC | 0.25% | Add +50.5% | 8,320 | $417K |
| Balanced Rock Investment Advisors LLC | 0.30% | Reduce -30.6% | 8,296 | $415K |
| Bfsg, LLC | 0.04% | Add +22.7% | 8,151 | $408K |
| OMNI 360 Wealth, Inc. | 0.23% | Add +39.9% | 8,113 | $406K |
| Sutton Place Investors LLC | 0.23% | Reduce -0.2% | 8,095 | $405K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,085 | $405K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -31.2% | 8,084 | $405K |
| Elgethun Capital Management | 0.07% | No change | 8,011 | $400K |
| Endeavor Private Wealth, Inc. | 0.12% | New | 7,926 | $397K |
| Essex Financial Services, Inc. | 0.02% | Reduce -2.2% | 7,920 | $397K |
| Navigoe, LLC | 0.25% | New | 7,871 | $394K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.5% | 7,815 | $391K |
| Trellis Wealth Advisors LLC | 0.16% | Reduce -5.7% | 7,762 | $389K |
| Latitude Advisors, LLC | 0.18% | Add +12.6% | 7,749 | $388K |
| Apex Wealth Management, LLC | 0.28% | Add +18.9% | 7,711 | $386K |
| Brand Asset Management Group, Inc. | 0.11% | Add +36.5% | 7,678 | $384K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -7.9% | 7,659 | $383K |
| Nabity-Jensen Investment Management Inc | 0.27% | Reduce -1.4% | 7,654 | $383K |
| Olde Wealth Management, LLC | 0.12% | — | 7,498 | $377K |
| Victory Financial Group, LLC | 0.05% | Add +12.7% | 7,499 | $376K |
| Independent Wealth Network Inc. | 0.12% | Add +2.0% | 7,498 | $375K |
| Pitcairn Co. | 0.03% | No change | 7,477 | $374K |
| Calton & Associates, Inc. | 0.06% | Add +57.5% | 7,453 | $373K |
| Wood Tarver Financial Group, LLC | 0.11% | No change | 7,411 | $371K |
| Wealth Management Nebraska | 0.04% | No change | 7,397 | $370K |
| Gryphon Financial Partners LLC | 0.04% | New | 7,387 | $370K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -20.5% | 7,386 | $370K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 7,335 | $367K |
| FSC Wealth Advisors, LLC | 0.21% | Reduce -1.9% | 7,325 | $367K |
| First Trust Advisors LP | 0.00% | Reduce -33.7% | 7,324 | $367K |
| Northcape Wealth Management, LLC | 0.11% | Reduce -9.9% | 7,308 | $366K |
| Windward Private Wealth Management Inc. | 0.13% | Add +27.6% | 7,301 | $366K |
| Sterling Wealth Management, Inc. | 0.11% | No change | 7,262 | $364K |
| Erickson Financial Group, LLC | 0.23% | No change | 7,261 | $364K |
| IFS Group,LLC | 0.32% | — | 7,253 | $363K |
| DecisionMap Wealth Management, LLC | 0.23% | Add +1.7% | 7,229 | $362K |
| EnRich Financial Partners LLC | 0.10% | Add +5.8% | 7,154 | $358K |
| Nilsine Partners, LLC | 0.03% | Reduce -6.5% | 7,132 | $357K |
| von Borstel & Associates, Inc. | 0.05% | New | 7,076 | $356K |
| Wayfinding Financial, LLC | 0.15% | Add +14.8% | 7,076 | $354K |
| Fifth Third Bancorp | 0.00% | Add +273.2% | 7,069 | $354K |
| Concorde Asset Management, LLC | 0.15% | — | 7,020 | $351K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.8% | 7,017 | $351K |
| Mach-1 Financial Group, LLC | 0.06% | New | 7,013 | $351K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 7,013 | $351K |
| Kondo Wealth Advisors, Inc. | 0.14% | No change | 6,996 | $350K |
| Koesten, Hirschmann & Crabtree, INC. | 0.17% | Add +40.5% | 6,975 | $349K |
| Brighton Securities Corp. | 0.18% | Add +11.5% | 6,973 | $349K |
| IRON Financial LLC | 0.17% | Add +0.8% | 6,945 | $348K |
| Silver Grove Financial Group, Inc. | 0.33% | — | 6,914 | $346K |
| Beacon Bridge Wealth Partners, LLC | 0.12% | No change | 6,872 | $344K |
| Balefire, LLC | 0.07% | Reduce -7.5% | 6,767 | $339K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -38.9% | 6,737 | $337K |
| Arete Wealth Advisors, LLC | 0.02% | Add +4.6% | 6,736 | $337K |
| Westfuller Advisors, LLC | 0.15% | Reduce -7.5% | 6,691 | $335K |
| Carl P. Sherr & Co., LLC | 0.16% | No change | 6,675 | $334K |
| Brookwood Investment Group LLC | 0.04% | New | 6,667 | $334K |
| Optas, LLC | 0.06% | Reduce -56.3% | 6,622 | $332K |
| Verus Capital Partners, LLC | 0.03% | Add +2.8% | 6,594 | $330K |
| Ancora Advisors LLC | 0.01% | Reduce -2.0% | 6,582 | $330K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -23.9% | 6,567 | $329K |
| IMPACTfolio, LLC | 0.14% | Reduce -75.5% | 6,552 | $328K |
| Next Level Wealth Planning, LLC | 0.18% | No change | 6,535 | $327K |
| First Citizens Financial Corp | 0.16% | Add +3.9% | 6,453 | $323K |
| Rockland Trust Co. | 0.01% | Reduce -13.7% | 6,450 | $323K |
| Round Rock Advisors LLC | 0.05% | No change | 6,432 | $322K |
| Plante Moran Financial Advisors, LLC | 0.02% | New | 6,432 | $322K |
| Sovereign Financial Group, Inc. | 0.06% | Add +15.2% | 6,379 | $319K |
| Cultivar Capital, Inc. | 0.21% | No change | 6,375 | $319K |
| Bill Few Associates, Inc. | 0.08% | No change | 6,334 | $317K |
| Binnacle Investments Inc | 0.19% | Add +13.2% | 6,307 | $316K |
| American Financial Advisors, LLC | 0.04% | Reduce -7.6% | 6,259 | $313K |
| Bright Financial Advisors, Inc. | 0.15% | No change | 6,255 | $313K |
| NWF Advisory Services Inc. | 0.03% | Reduce -14.3% | 6,247 | $313K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +0.8% | 6,191 | $310K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 6,187 | $310K |
| Verisail Partners, LLC | 0.13% | Reduce -75.0% | 6,144 | $308K |
| Titleist Asset Management, LLC | 0.03% | Reduce -1.5% | 6,139 | $307K |
| Keel Point, LLC | 0.02% | Reduce -23.2% | 6,043 | $303K |
| MB Generational Wealth, LLC | 0.19% | — | 6,029 | $302K |
| Hayek Kallen Investment Management | 0.10% | No change | 6,007 | $301K |
| Wick Capital Partners, LLC | 0.07% | Reduce -79.5% | 6,000 | $300K |
| Trinity Wealth Management, LLC | 0.11% | Reduce -47.8% | 5,974 | $299K |
| Global Financial Private Client, LLC | 0.11% | No change | 5,968 | $299K |
| Bell Investment Advisors, Inc | 0.05% | Add +62.8% | 5,936 | $297K |
| Krilogy Financial LLC | 0.01% | New | 5,868 | $295K |
| Melfa Wealth Management, Inc. | 0.17% | New | 5,889 | $295K |
| Wells Financial Advisors INC | 0.39% | Reduce -68.9% | 5,880 | $294K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -5.4% | 5,865 | $294K |
| Dogwood Wealth Management LLC | 0.13% | No change | 5,840 | $292K |
| Trilogy Capital Inc. | 0.01% | Add +20.7% | 5,825 | $292K |
| Progressive Investment Management Corp | 0.07% | No change | 5,816 | $291K |
| Redwood Investment Management, LLC | 0.03% | Add +0.7% | 5,811 | $291K |
| Rise Advisors, LLC | 0.10% | Add +498.1% | 5,808 | $291K |
| Birchbrook, Inc. | 0.15% | No change | 5,785 | $290K |
| Whalen Wealth Management Inc. | 0.17% | Add +4.5% | 5,771 | $289K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -60.0% | 5,768 | $289K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -10.9% | 5,740 | $287K |
| Pursue Wealth Partners LLC | 0.16% | Add +0.8% | 5,738 | $287K |
| Golden State Wealth Management, LLC | 0.03% | Add +9.9% | 5,728 | $287K |
| Valley Financial Group, Inc. | 0.16% | Add +28.1% | 5,700 | $285K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -1.4% | 5,611 | $282K |
| Clark Financial Services Group Inc. | 0.15% | No change | 5,632 | $282K |
| Hills Bank & Trust Co | 0.02% | No change | 5,614 | $281K |
| Hollencrest Capital Management | 0.01% | Reduce -26.3% | 5,603 | $281K |
| Faithward Advisors, LLC | 0.04% | New | 5,573 | $279K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,536 | $277K |
| Intrua Financial, LLC | 0.03% | New | 5,520 | $276K |
| Hill Island Financial LLC | 0.07% | New | 5,518 | $276K |
| Mascoma Wealth Management LLC | 0.06% | No change | 5,505 | $276K |
| PAX Financial Group, LLC | 0.05% | Add +0.2% | 5,499 | $275K |
| Falcon Wealth Planning | 0.02% | Reduce -11.8% | 5,485 | $275K |
| LCNB Corp. | 0.10% | New | 5,468 | $274K |
| Ruggaard & Associates LLC | 0.10% | No change | 5,440 | $272K |
| Colonial Trust Co / SC | 0.04% | Add +2.7% | 5,439 | $272K |
| Pineridge Advisors LLC | 0.08% | Reduce -37.7% | 5,434 | $272K |
| Cooksen Wealth, LLC | 0.20% | No change | 5,395 | $270K |
| Northland Capital Management LLC | 0.16% | No change | 5,360 | $268K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -95.4% | 5,335 | $267K |
| Ritholtz Wealth Management | 0.01% | Add +0.0% | 5,311 | $266K |
| Accredited Investors Inc. | 0.01% | No change | 5,284 | $265K |
| Aspen Wealth Management LLC | 0.06% | Add +0.8% | 5,282 | $264K |
| Leverty Financial Group, LLC | 0.07% | Reduce -6.9% | 5,201 | $260K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 5,190 | $260K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 5,175 | $259K |
| Tme Financial, Inc. | 0.19% | Reduce -26.2% | 5,143 | $257K |
| Pioneer Wealth Management Group | 0.08% | New | 5,105 | $256K |
| Mokosak Advisory Group, LLC | 0.07% | Add +0.9% | 5,067 | $254K |
| LongView Wealth Management | 0.07% | Reduce -11.2% | 5,061 | $253K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 5,000 | $250K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.7% | 4,958 | $248K |
| Lodestone Wealth Management LLC | 0.11% | No change | 4,950 | $248K |
| Financial Futures Ltd Liability Co. | 0.12% | No change | 4,938 | $247K |
| Transcendent Capital Group LLC | 0.11% | New | 4,915 | $246K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 4,914 | $246K |
| Silver Oak Securities, Incorporated | 0.02% | Add +9.5% | 4,867 | $244K |
| Axis Wealth Partners, LLC | 0.14% | Add +0.9% | 4,833 | $242K |
| Creative Capital Management Investments LLC | 0.08% | Add +1.2% | 4,787 | $240K |
| Level Financial Advisors | 0.07% | Add +7.0% | 4,771 | $239K |
| KPP Advisory Services LLC | 0.04% | No change | 4,764 | $239K |
| Annex Advisory Services, LLC | 0.01% | Reduce -55.9% | 4,691 | $235K |
| Sovran Advisors, LLC | 0.02% | New | 4,612 | $233K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $233K |
| Zacks Investment Management | 0.00% | New | 4,638 | $232K |
| Bison Wealth, LLC | 0.02% | New | 4,597 | $231K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +4.6% | 4,602 | $230K |
| Burk Holdings LLC | 0.12% | Reduce -41.4% | 4,593 | $230K |
| Lee Danner & Bass Inc. | 0.02% | New | 4,556 | $228K |
| Citizens & Northern Corp. | 0.06% | Reduce -1.4% | 4,546 | $228K |
| Kanawha Capital Management LLC | 0.02% | No change | 4,544 | $228K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -29.1% | 4,533 | $227K |
| Fonville Wealth Management LLC | 0.05% | Reduce -4.4% | 4,498 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,488 | $225K |
| Mattern Wealth Management LLC | 0.04% | No change | 4,482 | $224K |
| Kendall Capital Management | 0.05% | No change | 4,467 | $224K |
| Uptick Partners, LLC | 0.06% | Reduce -21.1% | 4,464 | $224K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 4,460 | $223K |
| General Partner, Inc. | 0.12% | No change | 4,460 | $223K |
| Innovative Wealth Building LLC | 0.17% | Add +0.8% | 4,452 | $223K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -5.1% | 4,434 | $222K |
| Sfm, LLC | 0.13% | Reduce -18.1% | 4,426 | $222K |
| Thoma Capital Management LLC | 0.13% | No change | 4,400 | $220K |
| Donaldson Capital Management, LLC | 0.01% | New | 4,386 | $220K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,386 | $220K |
| Uhlmann Price Securities, LLC | 0.13% | Reduce -24.3% | 4,380 | $219K |
| Accelerate Investment Advisors LLC | 0.15% | New | 4,328 | $217K |
| Boston Trust Walden Corp | 0.00% | New | 4,305 | $216K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 4,284 | $214K |
| Crewe Advisors LLC | 0.02% | No change | 4,280 | $214K |
| Albion Financial Group | 0.01% | No change | 4,212 | $211K |
| LRI Investments, LLC | 0.02% | Reduce -0.6% | 4,210 | $211K |
| Financial Management Network Inc. | 0.03% | New | 4,162 | $208K |
| Trust Co. of Toledo NA | 0.02% | Add +232.0% | 4,150 | $208K |
| Focus Financial Network, Inc. | 0.01% | New | 4,131 | $207K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 4,125 | $207K |
| Spinnaker Investment Group, LLC | 0.04% | Reduce -12.8% | 4,108 | $206K |
| XY Planning Network, Inc. | 0.07% | No change | 4,156 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -91.0% | 4,055 | $203K |
| Swmg, LLC | 0.06% | New | 4,004 | $202K |
| YHB Investment Advisors, Inc. | 0.01% | New | 4,036 | $202K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 4,013 | $201K |
| Ascentis Wealth Management, LLC | 0.05% | No change | 4,000 | $200K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 4,000 | $200K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,998 | $200K |
| Financial Perspectives, Inc | 0.05% | Add +6.8% | 3,911 | $196K |
| MCF Advisors LLC | 0.01% | Add +5.0% | 3,862 | $193K |
| Fairscale Capital, LLC | 0.12% | No change | 3,549 | $178K |
| Robinswood Financial LLC | 0.06% | No change | 3,542 | $177K |
| Versant Capital Management, Inc | 0.02% | Add +0.6% | 3,367 | $169K |
| Arlington Trust Co LLC | 0.03% | No change | 3,351 | $168K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 3,284 | $164K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +3.1% | 3,209 | $161K |
| Avion Wealth | 0.03% | New | 3,139 | $157K |
| Whittier Trust Co. | 0.00% | Reduce -9.1% | 3,000 | $150K |
| IMA Advisory Services, Inc. | 0.02% | No change | 2,992 | $150K |
| 10Elms LLP | 0.15% | No change | 2,830 | $142K |
| Financial Network Wealth Advisors LLC | 0.15% | No change | 2,818 | $141K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +0.8% | 2,739 | $137K |
| Montag A & Associates Inc. | 0.01% | No change | 2,694 | $135K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,653 | $133K |
| Woodside Wealth Management LLC | 0.10% | No change | 2,532 | $127K |
| Tsfg, LLC | 0.02% | No change | 2,339 | $117K |
| Centaurus Financial, Inc. | 0.01% | New | 2,346 | $117K |
| Centennial Bank | 0.05% | No change | 2,333 | $117K |
| Eastern Bank | 0.00% | No change | 2,287 | $115K |
| CENTRAL TRUST Co | 0.00% | No change | 2,284 | $114K |
| Abound Wealth Management | 0.03% | Reduce -45.6% | 2,282 | $114K |
| Addison Advisors LLC | 0.03% | Reduce -41.4% | 2,208 | $111K |
| Dagco, Inc. | 0.03% | Reduce -12.0% | 2,066 | $103K |
| Retirement Wealth Solutions LLC | 0.07% | Add +0.8% | 2,032 | $102K |
| Pandora Wealth, Inc. | 0.06% | No change | 2,000 | $100K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,996 | $100K |
| Clean Yield Group | 0.03% | New | 1,974 | $99K |
| New Millennium Group LLC | 0.04% | Add +4.0% | 1,841 | $92K |
| Bollard Group LLC | 0.00% | New | 1,846 | $92K |
| Turning Point Benefit Group, Inc. | 0.05% | New | 1,674 | $84K |
| Covestor Ltd | 0.05% | Add +17.1% | 1,660 | $83K |
| Activest Wealth Management | 0.02% | Add +0.0% | 1,510 | $76K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,500 | $75K |
| Larson Financial Group LLC | 0.00% | Reduce -9.8% | 1,457 | $73K |
| Smartleaf Asset Management LLC | 0.00% | Add +234.9% | 1,373 | $69K |
| LGT Financial Advisors LLC | 0.15% | Reduce -59.5% | 1,370 | $69K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +40.8% | 1,339 | $67K |
| Simplex Trading, LLC | 0.00% | Reduce -79.8% | 1,346 | $67K |
| Heritage Wealth Advisors | 0.00% | New | 1,337 | $67K |
| Clear Investment Research, LLC | 0.08% | Add +19.3% | 1,220 | $61K |
| Transce3nd, LLC | 0.51% | Reduce -95.8% | 1,172 | $57K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,138 | $57K |
| National Bank of Canada | 0.00% | New | 1,110 | $55K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,100 | $55K |
| Cromwell Holdings LLC | 0.03% | New | 1,080 | $54K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -38.6% | 1,080 | $54K |
| Security National Bank | 0.01% | No change | 1,058 | $53K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,035 | $52K |
| Hemington Wealth Management | 0.01% | New | 1,000 | $50K |
| Avalon Trust Co | 0.00% | No change | 994 | $50K |
| City State Bank | 0.01% | No change | 991 | $50K |
| Key Financial Inc | 0.01% | No change | 979 | $49K |
| Bogart Wealth, LLC | 0.00% | Add +41.9% | 945 | $47K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -79.8% | 906 | $45K |
| Pin Oak Investment Advisors Inc. | 0.03% | Reduce -19.0% | 900 | $45K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +17.6% | 896 | $45K |
| Chesapeake Asset Management LLC | 0.04% | Reduce -12.5% | 860 | $43K |
| Rossby Financial, LCC | 0.01% | No change | 838 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +1500.0% | 832 | $42K |
| First Financial Corp. | 0.02% | No change | 775 | $39K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 736 | $37K |
| Wolff Wiese Magana LLC | 0.02% | Add +16.8% | 696 | $35K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -66.5% | 666 | $33K |
| Investors Research Corp | 0.01% | No change | 640 | $32K |
| Nemes Rush Group LLC | 0.00% | No change | 629 | $31K |
| United Financial Planning Group LLC | 0.02% | — | 587 | $29K |
| Affinity Wealth LLC | 0.02% | New | 575 | $29K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 571 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $28K |
| Fairway Wealth LLC | 0.01% | New | 553 | $28K |
| IMG Wealth Management, Inc. | 0.02% | No change | 552 | $28K |
| JPL Wealth Management, LLC | 0.01% | New | 500 | $25K |
| Coston, McIsaac & Partners | 0.01% | Add +0.8% | 508 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 511 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 493 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -20.8% | 492 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 470 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -77.2% | 434 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 425 | $21K |
| Pflug Koory, LLC | 0.01% | Add +0.7% | 410 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -54.9% | 408 | $20K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 386 | $19K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 347 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +455.2% | 322 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | Add +169.5% | 318 | $16K |
| Keystone Financial Group, Inc. | 0.01% | Reduce -94.0% | 266 | $13K |
| ORG Partners LLC | 0.00% | Reduce -98.7% | 258 | $13K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 230 | $12K |
| Trust Co | 0.00% | No change | 219 | $11K |
| Abich Financial Wealth Management LLC | 0.00% | — | 210 | $11K |
| Quent Capital, LLC | 0.00% | New | 188 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Add +1.3% | 159 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -85.0% | 150 | $8K |
| Curio Wealth, LLC | 0.00% | No change | 134 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -49.0% | 133 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 114 | $6K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.8% | 119 | $6K |
| Motco | 0.00% | New | 113 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 108 | $5K |
| Oakworth Capital, Inc. | 0.00% | Reduce -96.7% | 107 | $5K |
| Costello Asset Management, INC | 0.00% | Add +1.0% | 102 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 98 | $5K |
| Graney & King, LLC | 0.00% | No change | 79 | $4K |
| Painted Porch Advisors LLC | 0.00% | Reduce -36.8% | 79 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 65 | $3K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 65 | $3K |
| Palisade Asset Management, LLC | 0.00% | New | 60 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.7% | 46 | $2K |
| Nvwm, LLC | 0.00% | Add +15.8% | 44 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 43 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 41 | $2K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 32 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 30 | $2K |
| Financial Connections Group, Inc. | 0.00% | Reduce -51.9% | 38 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 16 | $802 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 12 | $619 |
| American Capital Advisory, LLC | 0.00% | New | 12 | $601 |
| Kilter Group LLC | 0.00% | New | 1 | $51 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $50 |
| North Capital, Inc. | 0.00% | New | 1 | $50 |
"% 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.