Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q4 2025 (December 31)1,321holders +86
83new positions
69sold out
6famous investors
$50.14avg. 13F price*
At the end of Q4 2025, 1,321 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 86 from Q3 2025. 83 opened new positions and 69 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Northwestern Mutual Wealth Management Co. ($1.8B) and Morgan Stanley ($1.3B). 6 famous investors held it, including Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $79.8M |
| Exits | 69 | $490.5M |
All 13F filers, Q3 2025 → Q4 2025: 37,623,116 shares bought and 18,256,547 shares sold, net +19,366,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,321 holders
| JPMorgan Chase & Co. | 0.35% | Add +5.5% | 104,551,572 | $5.3B |
| Northwestern Mutual Wealth Management Co. | 1.17% | Add +2.5% | 36,651,506 | $1.8B |
| Morgan Stanley | 0.08% | Add +9.4% | 25,172,743 | $1.3B |
| Creative Planning | 0.90% | Reduce -4.1% | 25,032,475 | $1.3B |
| Raymond James Financial Inc. | 0.39% | Add +10.8% | 24,614,196 | $1.2B |
| Wealthfront Advisers LLC | 2.71% | Add +8.5% | 24,153,510 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.18% | Reduce -4.2% | 22,997,679 | $1.2B |
| FMR LLC | 0.05% | Add +0.8% | 20,493,631 | $1.0B |
| Northern Trust Corp. | 0.10% | Reduce -0.8% | 15,349,478 | $771.9M |
| Tiaa Trust, National Association | 1.68% | Reduce -2.0% | 13,972,314 | $702.7M |
| Sei Investments Co. | 0.67% | Reduce -2.5% | 13,505,350 | $679.2M |
| Wells Fargo & Company | 0.13% | Add +3.8% | 13,488,012 | $678.3M |
| Bank of America Corp. | 0.04% | Add +12.5% | 12,056,265 | $606.3M |
| Mercer Global Advisors Inc. | 0.78% | Add +6.7% | 10,228,805 | $514.4M |
| LPL Financial LLC | 0.13% | Add +21.8% | 9,135,043 | $459.4M |
| Jones Financial Companies LLLP | 0.21% | Add +21.9% | 6,954,599 | $349.7M |
| Betterment LLC | 0.64% | Add +2.0% | 6,707,905 | $337.3M |
| Franklin Resources Inc. | 0.08% | Add +3.1% | 6,272,115 | $315.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.26% | Add +4.3% | 5,599,510 | $281.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.1% | 4,656,711 | $234.2M |
| Aspiriant, LLC | 6.22% | Add +4.4% | 4,304,051 | $216.5M |
| Vanguard Group Inc. | 0.00% | Add +10.6% | 4,141,430 | $208.3M |
| Corient Private Wealth LP | 0.28% | Add +131.5% | 4,111,685 | $206.8M |
| Cerity Partners LLC | 0.30% | Reduce -4.2% | 4,039,189 | $203.1M |
| Rwa Wealth Partners, LLC | 2.21% | Add +4.5% | 4,014,749 | $201.9M |
| Mariner, LLC | 0.24% | Add +11.7% | 3,957,789 | $199.0M |
| UBS Group AG | 0.04% | Add +2.2% | 3,747,377 | $188.5M |
| Orgel Wealth Management, LLC | 3.95% | Add +11.2% | 3,556,836 | $178.9M |
| US Bancorp \de | 0.21% | Reduce -4.0% | 3,508,879 | $176.5M |
| Royal Bank of Canada | 0.03% | Add +48.0% | 3,402,884 | $171.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.8% | 3,036,673 | $152.7M |
| PNC Financial Services Group, Inc. | 0.07% | Add +8.0% | 2,560,351 | $128.8M |
| HighTower Advisors, LLC | 0.14% | Add +3.7% | 2,546,788 | $128.1M |
| Members Trust Co | 3.88% | Add +0.6% | 2,363,691 | $118.9M |
| Pathstone Holdings, LLC | 0.46% | Add +0.1% | 2,347,359 | $118.0M |
| Facet Wealth, Inc. | 1.81% | Reduce -1.5% | 2,027,620 | $102.5M |
| Osaic Holdings, Inc. | 0.14% | Add +1.0% | 1,959,018 | $98.5M |
| SCS Capital Management LLC | 1.04% | Reduce -0.4% | 1,945,859 | $97.9M |
| OneDigital Investment Advisors LLC | 0.95% | Add +4.2% | 1,930,327 | $97.1M |
| Prime Capital Investment Advisors, LLC | 1.17% | Reduce -1.3% | 1,911,373 | $96.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.4% | 1,817,280 | $91.7M |
| Baird Financial Group, Inc. | 0.14% | Add +11.1% | 1,761,477 | $88.6M |
| Sequoia Financial Advisors, LLC | 0.48% | Add +4.8% | 1,705,535 | $85.8M |
| Jane Street Group, LLC | 0.10% | Reduce -12.4% | 1,648,740 | $82.9M |
| BlackRock, Inc. | 0.00% | Add +16856.2% | 1,530,633 | $77.0M |
| GeoWealth Management, LLC | 2.81% | Reduce -0.3% | 1,517,483 | $76.3M |
| Lutz Financial Services LLC | 5.09% | Add +11.3% | 1,486,795 | $74.8M |
| Stifel Financial Corp. | 0.07% | Add +6.4% | 1,486,004 | $74.7M |
| Bank of New York Mellon Corp | 0.01% | Add +9.8% | 1,485,777 | $74.7M |
| Savant Capital, LLC | 0.42% | Reduce -5.9% | 1,469,418 | $73.9M |
| Sanctuary Advisors, LLC | 0.39% | Add +6.6% | 1,432,285 | $72.0M |
| Wedmont Private Capital | 2.32% | Add +9.8% | 1,322,300 | $66.8M |
| Forum Financial Management, LP | 0.85% | Reduce -1.6% | 1,301,171 | $65.4M |
| Bleakley Financial Group, LLC | 1.02% | Add +5.9% | 1,167,628 | $58.7M |
| Baker Boyer National Bank | 17.65% | Add +0.3% | 1,162,771 | $58.5M |
| Topsail Wealth Management, LLC | 8.15% | Add +1.0% | 1,105,980 | $55.6M |
| Focus Partners Wealth | 0.06% | Add +103.3% | 1,093,931 | $55.0M |
| West Financial Advisors, LLC | 9.11% | Reduce -5.4% | 1,074,039 | $54.0M |
| Fort Point Capital Partners LLC | 6.34% | Add +54.1% | 1,035,648 | $52.4M |
| Cetera Investment Advisers | 0.06% | Add +24.7% | 1,037,572 | $52.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.5% | 991,532 | $49.9M |
| Ackerman Capital Advisors, LLC | 9.90% | Reduce -0.8% | 980,932 | $49.3M |
| MML Investors Services, LLC | 0.12% | Add +11.2% | 977,185 | $49.1M |
| Thompson Siegel & Walmsley LLC | 0.82% | Reduce -0.1% | 970,527 | $48.8M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -10.2% | 957,875 | $48.2M |
| Mather Group, Llc. | 0.49% | Add +5.6% | 942,979 | $47.4M |
| Texas Capital Bank Wealth Management Services Inc | 2.69% | Add +278.9% | 928,015 | $46.7M |
| GenTrust, LLC | 1.96% | Reduce -8.7% | 901,670 | $45.3M |
| EP Wealth Advisors, LLC | 0.24% | — | 900,006 | $45.3M |
| Beaird Harris Wealth Management, LLC | 3.11% | Reduce -3.0% | 898,253 | $45.2M |
| Foster Group, Inc. | 1.36% | Reduce -1.1% | 892,531 | $44.9M |
| NewEdge Advisors, LLC | 0.16% | Add +12.9% | 874,717 | $44.0M |
| Sunflower Bank, N.A. | 11.08% | Reduce -2.6% | 874,166 | $44.0M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +8.7% | 847,429 | $42.6M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -0.1% | 844,399 | $42.5M |
| Crestwood Advisors Group, LLC | 0.70% | Add +1.8% | 840,380 | $42.3M |
| Heritage Investment Group, Inc. | 6.41% | Add +2.4% | 837,021 | $42.1M |
| One Capital Management, LLC | 1.23% | Add +4.7% | 809,643 | $40.7M |
| Allworth Financial LP | 0.17% | Add +8.0% | 806,676 | $40.6M |
| M&T Bank Corp | 0.13% | Add +0.8% | 793,591 | $39.9M |
| Kestra Investment Management, LLC | 0.98% | Reduce -7.8% | 793,054 | $39.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.6% | 789,995 | $39.7M |
| JFS Wealth Advisors, LLC | 2.24% | Add +2.4% | 789,163 | $39.7M |
| Truist Financial Corp. | 0.05% | Reduce -3.0% | 761,194 | $38.3M |
| Evergreen Capital Management LLC | 0.84% | Add +0.0% | 745,618 | $37.5M |
| Waldron Private Wealth LLC | 1.44% | Reduce -1.5% | 724,138 | $36.4M |
| Resonant Capital Advisors, LLC | 1.93% | Add +6.4% | 699,992 | $35.2M |
| Nicolet Advisory Services, LLC | 2.37% | Add +23.9% | 695,282 | $35.2M |
| Global Strategic Investment Solutions, LLC | 3.40% | Add +15.6% | 692,090 | $34.8M |
| Bedel Financial Consulting, Inc. | 3.74% | Add +4.6% | 691,896 | $34.8M |
| Wealthspire Advisors, LLC | 0.28% | Reduce -52.2% | 687,459 | $34.6M |
| Allen Investment Management, LLC | 0.38% | Add +8.1% | 673,326 | $33.9M |
| HBK Sorce Advisory LLC | 0.77% | Reduce -3.4% | 662,875 | $33.6M |
| Modera Wealth Management, LLC | 0.37% | Add +0.1% | 641,037 | $32.2M |
| AlphaCore Capital LLC | 0.72% | Reduce -5.5% | 636,970 | $32.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +3.0% | 636,598 | $32.0M |
| BIP Wealth, LLC | 1.13% | Add +12.3% | 636,346 | $32.0M |
| Gleason Group, Inc. | 3.10% | Add +0.6% | 629,379 | $31.7M |
| Astoria Strategic Wealth, Inc. | 7.90% | Reduce -2.3% | 624,010 | $31.4M |
| Bragg Financial Advisors, Inc | 1.01% | Add +5.8% | 616,050 | $31.0M |
| BSW Wealth Partners | 3.71% | Reduce -4.0% | 615,573 | $31.0M |
| First Citizens Bank & Trust Co. | 0.64% | Add +2.9% | 611,269 | $30.7M |
| Waverly Advisors, LLC | 0.25% | Add +1.2% | 602,056 | $30.3M |
| Old National Bancorp | 0.50% | Add +57.7% | 595,811 | $30.0M |
| Manning & Napier Advisors LLC | 0.38% | Add +15.5% | 589,131 | $29.6M |
| Jordan Park Group LLC | 1.70% | Add +40.2% | 582,930 | $29.3M |
| CX Institutional | 0.85% | Add +4.1% | 564,405 | $28.4M |
| MBB Public Markets I LLC | 2.93% | New | 558,333 | $28.1M |
| Luminvest Wealth Management LLC | 7.43% | Add +11.1% | 532,359 | $26.8M |
| Salomon & Ludwin, LLC | 2.30% | Add +6.9% | 515,211 | $26.0M |
| Brookstone Capital Management | 0.29% | Add +11.3% | 506,744 | $25.5M |
| One Wealth Advisors, LLC | 2.94% | Reduce -2.1% | 478,993 | $24.1M |
| New York Life Investment Management LLC | 0.21% | Reduce -44.5% | 475,297 | $23.9M |
| Quotient Wealth Partners, LLC | 0.63% | Add +2.3% | 472,289 | $23.8M |
| Lazard Asset Management LLC | 0.04% | Reduce -4.2% | 454,064 | $22.8M |
| Elm Partners Management LLC | 1.03% | Add +235.7% | 452,643 | $22.8M |
| Cwm, LLC | 0.06% | Add +1.7% | 446,783 | $22.5M |
| Regimen Wealth, LLC | 6.56% | Add +2.3% | 445,880 | $22.4M |
| Seneca Financial Advisors LLC | 6.68% | Add +11.6% | 436,638 | $22.0M |
| Apella Capital, LLC | 0.43% | Add +11.5% | 434,264 | $21.8M |
| Cahaba Wealth Management, Inc. | 1.48% | Add +17.1% | 423,437 | $21.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +13.5% | 421,018 | $21.2M |
| Heartwood Wealth Advisors LLC | 1.88% | Add +0.4% | 406,197 | $20.4M |
| Atmos Advisory, LLC | 11.78% | Add +5.5% | 404,088 | $20.3M |
| Petersen Hastings Wealth Advisors Inc. | 1.95% | — | 403,510 | $20.3M |
| Lexington Hill Partners, LLC | 14.97% | — | 395,788 | $19.9M |
| Brown Advisory Inc. | 0.03% | Add +3.7% | 394,889 | $19.9M |
| Colony Family Offices, LLC | 4.86% | Reduce -9.7% | 387,355 | $19.5M |
| Cullen/Frost Bankers, Inc. | 0.21% | Add +52.9% | 372,079 | $18.7M |
| Davidson Investment Advisors | 0.78% | Add +2.8% | 371,923 | $18.7M |
| Moller Wealth Partners | 3.91% | Add +0.9% | 371,208 | $18.7M |
| Stamos Capital Partners, L.P. | 2.97% | Reduce -6.1% | 367,792 | $18.5M |
| Compound Planning, Inc. | 0.55% | Add +10.2% | 367,123 | $18.5M |
| Vise Technologies, Inc. | 0.36% | Add +71.0% | 366,394 | $18.4M |
| Stairway Partners, LLC | 0.95% | Add +16.1% | 364,720 | $18.3M |
| Avidian Wealth Enterprises, LLC | 0.67% | Add +16.1% | 364,241 | $18.3M |
| Captrust Financial Advisors | 0.03% | Reduce -3.4% | 363,535 | $18.3M |
| Carnegie Investment Counsel | 0.33% | Reduce -0.7% | 359,160 | $18.1M |
| Deutsche Bank AG | 0.01% | Reduce -1.1% | 357,179 | $18.0M |
| Assetmark, Inc. | 0.04% | Add +1.8% | 346,623 | $17.4M |
| Regions Financial Corp. | 0.11% | Reduce -19.9% | 335,895 | $16.9M |
| Comerica Bank | 0.07% | Add +1.3% | 332,428 | $16.7M |
| Natixis Advisors, LLC | 0.02% | Add +16.9% | 331,379 | $16.7M |
| First Horizon Corp. | 0.74% | Add +3.2% | 330,757 | $16.6M |
| Unison Advisors LLC | 1.45% | Add +0.1% | 330,178 | $16.6M |
| Towneley Capital Management, Inc / DE | 3.50% | Reduce -0.4% | 329,923 | $16.6M |
| Riversedge Advisors, LLC | 2.65% | Add +0.7% | 323,987 | $16.3M |
| Passive Capital Management, LLC. | 5.00% | Add +0.2% | 317,901 | $16.0M |
| Anderson Hoagland & Co. | 1.38% | Reduce -2.0% | 317,878 | $16.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.4% | 317,525 | $16.0M |
| Single Point Partners, LLC | 3.12% | Add +0.8% | 313,898 | $15.8M |
| Foster & Motley Inc. | 0.84% | Add +2.3% | 312,165 | $15.7M |
| Yeomans Consulting Group, Inc. | 4.58% | Add +185.7% | 310,975 | $15.6M |
| State of Wisconsin Investment Board | 0.03% | No change | 309,000 | $15.5M |
| Clark Asset Management, LLC | 1.61% | Add +3.3% | 307,667 | $15.5M |
| Stonebridge Financial Group, LLC | 1.32% | Reduce -0.4% | 306,658 | $15.4M |
| Foster Victor Wealth Advisors, LLC | 0.89% | Reduce -0.7% | 302,771 | $15.3M |
| Fiduciary Trust Co | 0.17% | Add +1.6% | 302,118 | $15.2M |
| Evanson Asset Management, LLC | 0.81% | Add +12.6% | 299,536 | $15.1M |
| Divergent Planning, LLC | 3.76% | Add +2.5% | 292,191 | $14.7M |
| Aprio Wealth Management, LLC | 0.84% | Add +4.9% | 180,445 | $14.6M |
| Newton One Investments LLC | 4.28% | Add +2.0% | 288,485 | $14.5M |
| Smithfield Trust Co | 0.64% | Add +5.1% | 288,336 | $14.5M |
| San Luis Wealth Advisors LLC | 2.42% | Add +7.3% | 287,626 | $14.5M |
| Grove Bank & Trust | 1.61% | Add +3.7% | 284,776 | $14.3M |
| Equitable Holdings, Inc. | 0.10% | Add +5.2% | 283,885 | $14.3M |
| Merit Financial Group, LLC | 0.11% | Reduce -8.4% | 282,439 | $14.2M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -1.1% | 279,608 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | Add +78.0% | 276,450 | $13.9M |
| Keystone Global Partners, LLC | 6.07% | Add +68.5% | 274,375 | $13.8M |
| SageView Advisory Group, LLC | 0.46% | Reduce -3.8% | 268,868 | $13.5M |
| Brooklyn FI, LLC | 2.89% | Add +1.5% | 268,307 | $13.5M |
| Lido Advisors, LLC | 0.05% | Add +1.8% | 264,039 | $13.2M |
| &partners | 0.07% | Reduce -16.6% | 259,988 | $13.2M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +35.4% | 261,447 | $13.1M |
| PDS Planning, Inc | 0.87% | Add +3.4% | 259,003 | $13.0M |
| Cardiff Park Advisors, LLC | 1.05% | Reduce -1.8% | 252,425 | $12.7M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +42.1% | 250,690 | $12.6M |
| L2 Asset Management, LLC | 1.68% | Add +2.3% | 249,802 | $12.6M |
| Legacy Edge Advisors, LLC | 1.37% | Add +5.0% | 248,704 | $12.5M |
| Mallini Complete Financial Planning LLC | 10.95% | Add +4.9% | 245,332 | $12.3M |
| Bank of Hawaii | 0.61% | Reduce -3.8% | 244,855 | $12.3M |
| Sagespring Wealth Partners, LLC | 0.22% | Reduce -7.7% | 243,860 | $12.3M |
| CoreCap Advisors, LLC | 0.43% | Add +17.2% | 243,447 | $12.2M |
| Citigroup Inc. | 0.01% | Reduce -1.8% | 239,937 | $12.1M |
| Mayflower Financial Advisors, LLC | 1.46% | Add +3.0% | 239,423 | $12.0M |
| Prudential Financial Inc. | 0.01% | Reduce -9.5% | 237,500 | $11.9M |
| Roth Financial Partners LLC | 3.94% | Reduce -1.5% | 237,260 | $11.9M |
| Empower Advisory Group, LLC | 0.03% | Reduce -29.8% | 234,130 | $11.8M |
| Clearstead Advisors, LLC | 0.15% | Add +50.4% | 232,139 | $11.7M |
| Earned Wealth Advisors, LLC | 0.83% | Reduce -12.5% | 232,126 | $11.7M |
| Partners in Financial Planning | 1.96% | Add +2.3% | 230,186 | $11.6M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -1.7% | 220,276 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +7.9% | 219,607 | $11.0M |
| Physician Wealth Solutions Inc. | 4.66% | Add +2.4% | 218,414 | $11.0M |
| Keybank National Association | 0.04% | Add +14.6% | 215,539 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +81.8% | 214,431 | $10.8M |
| Renaissance Technologies | 0.02% | Reduce -68.7% | 211,254 | $10.6M |
| Simon Quick Advisors, LLC | 0.46% | Add +91.4% | 210,266 | $10.6M |
| Aptus Capital Advisors, LLC | 0.09% | Add +7.6% | 210,179 | $10.6M |
| Farther Finance Advisors, LLC | 0.11% | Add +40.4% | 204,543 | $10.3M |
| Altiora Financial Group, LLC | 1.77% | Add +8.9% | 204,478 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Add +4.8% | 203,717 | $10.2M |
| Jacobson & Schmitt Advisors, LLC | 1.72% | Add +4.1% | 202,625 | $10.2M |
| Keebeck Wealth Management | 1.18% | Reduce -0.2% | 202,480 | $10.2M |
| PFG Advisors | 0.49% | Add +1.4% | 202,338 | $10.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -6.8% | 202,020 | $10.2M |
| MidFirst Bank | 0.80% | — | 200,548 | $10.1M |
| Ami Investment Management Inc. | 2.26% | Reduce -1.0% | 200,090 | $10.1M |
| Silver Oak Advisory Group, Inc. | 4.52% | Add +2.9% | 198,820 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +20.2% | 196,815 | $9.9M |
| Level Wealth Management LLC | 5.05% | Add +19.1% | 196,542 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Add +2.2% | 196,077 | $9.9M |
| Baron Silver Stevens Financial Advisors, LLC | 1.42% | Add +6.3% | 195,742 | $9.8M |
| Winthrop Advisory Group LLC | 0.83% | Reduce -7.6% | 194,004 | $9.8M |
| Firestone Capital Management | 2.07% | Reduce -0.2% | 193,945 | $9.8M |
| Florida Trust Wealth Management Co | 0.27% | Add +61.1% | 193,827 | $9.7M |
| Spirepoint Private Client, LLC | 0.92% | Reduce -10.5% | 191,675 | $9.6M |
| Brandywine Oak Private Wealth LLC | 0.78% | Reduce -1.2% | 185,562 | $9.3M |
| Stewardship Advisors, LLC | 2.14% | Reduce -27.3% | 184,301 | $9.3M |
| Frisco Financial Planning LLC | 7.74% | Reduce -0.9% | 184,230 | $9.3M |
| Verus Financial Partners, Inc. | 0.85% | Add +1.0% | 182,641 | $9.2M |
| Sage Mountain Advisors LLC | 0.49% | Add +65.8% | 182,315 | $9.2M |
| RTD Financial Advisors, Inc. | 1.11% | Reduce -6.3% | 180,823 | $9.1M |
| Washington Trust Advisors, Inc. | 0.69% | Add +2.7% | 178,529 | $9.0M |
| Capstone Capital LLC | 5.81% | Add +0.5% | 177,817 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +7.5% | 177,200 | $8.9M |
| Tenret Co LLC | 4.48% | Add +7.8% | 175,930 | $8.8M |
| Websterrogers Financial Advisors, LLC | 2.54% | Add +14.0% | 174,166 | $8.8M |
| Valmark Advisers, Inc. | 0.11% | Add +5.1% | 172,880 | $8.7M |
| Summit Financial, LLC | 0.12% | Reduce -0.7% | 168,086 | $8.5M |
| Cooper/Haims Advisors, LLC | 3.81% | Add +0.3% | 166,552 | $8.4M |
| Graves Light Lenhart Wealth, Inc. | 0.89% | Add +26.5% | 166,073 | $8.4M |
| TD Private Client Wealth LLC | 0.18% | Add +3.1% | 165,360 | $8.3M |
| Smartleaf Asset Management LLC | 0.31% | Add +11866.7% | 164,303 | $8.3M |
| Capstone Financial Advisors, Inc. | 0.44% | Reduce -0.4% | 164,269 | $8.3M |
| Ashton Thomas Securities, LLC | 1.56% | Reduce -13.6% | 162,940 | $8.2M |
| Veratis Advisors, Inc. | 6.47% | — | 160,726 | $8.2M |
| Strategic Blueprint, LLC | 0.48% | Reduce -15.0% | 159,857 | $8.0M |
| Integrated Advisors Network LLC | 0.35% | Reduce -12.4% | 159,029 | $8.0M |
| Arax Advisory Partners | 0.23% | Add +194.2% | 158,963 | $8.0M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +30.9% | 158,301 | $8.0M |
| Summit Wealth Group, LLC | 1.85% | Add +5.2% | 157,714 | $7.9M |
| Ieq Capital, LLC | 0.02% | Reduce -52.0% | 157,422 | $7.9M |
| One Degree Advisors Inc | 2.17% | Add +95.0% | 156,705 | $7.9M |
| Beacon Wealthcare LLC | 2.67% | Add +3.4% | 154,636 | $7.8M |
| Composition Wealth, LLC | 0.11% | Reduce -0.4% | 152,365 | $7.7M |
| Chesley Taft & Associates LLC | 0.30% | Add +18.4% | 150,812 | $7.6M |
| Joel Adams & Associates, Inc. | 5.68% | Reduce -12.4% | 150,258 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +85.6% | 150,260 | $7.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.85% | Reduce -1.2% | 150,205 | $7.6M |
| Park Avenue Securities LLC | 0.06% | Add +10.1% | 148,804 | $7.5M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -4.6% | 148,443 | $7.5M |
| Genesis Private Wealth, LLC | 2.30% | Add +0.9% | 147,562 | $7.4M |
| ONE Advisory Partners, LLC | 2.23% | Reduce -1.1% | 146,798 | $7.4M |
| Acumen Wealth Advisors, LLC | 2.12% | — | 146,149 | $7.3M |
| Hurlow Wealth Management Group, Inc. | 1.80% | Reduce -3.6% | 146,019 | $7.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.88% | — | 145,322 | $7.3M |
| Glassman Wealth Services | 0.99% | Add +55.0% | 145,313 | $7.3M |
| Cherry Tree Wealth Management, LLC | 1.54% | Add +23.4% | 145,291 | $7.3M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 144,840 | $7.3M |
| 25 LLC | 2.31% | Reduce -25.3% | 144,563 | $7.3M |
| ForthRight Wealth Management, LLC | 2.08% | Reduce -6.4% | 144,087 | $7.2M |
| Soltis Investment Advisors LLC | 0.48% | Add +2.3% | 143,833 | $7.2M |
| Northern Lights Advisors, Inc. | 4.96% | — | 143,688 | $7.2M |
| MAI Capital Management | 0.04% | Add +23.2% | 142,176 | $7.2M |
| Roberts Glore & Co. Inc. | 1.89% | Reduce -5.3% | 140,977 | $7.1M |
| Stembrook Asset Management, LLC | 6.68% | — | 140,681 | $7.1M |
| Hanson & Doremus Investment Management | 0.83% | Add +8.4% | 136,880 | $6.9M |
| Capital Advisors Wealth Management, LLC | 0.94% | Add +5.6% | 136,874 | $6.9M |
| Gutierrez Wealth Advisory, LLC | 4.30% | Reduce -1.0% | 136,057 | $6.8M |
| Xena Financial Planning, LLC | 8.00% | — | 135,534 | $6.8M |
| Trinity Financial Advisors LLC | 1.89% | Reduce -20.7% | 134,451 | $6.8M |
| Rochester Wealth Strategies, LLC | 4.22% | Reduce -4.1% | 133,756 | $6.7M |
| Goodman Advisory Group, LLC | 1.66% | Reduce -1.0% | 133,740 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.7% | 133,490 | $6.7M |
| Schiavi & Co LLC | 2.14% | Reduce -12.2% | 132,540 | $6.7M |
| Principal Securities, Inc. | 0.10% | Add +1.6% | 131,932 | $6.6M |
| Mustard Seed Financial, LLC | 4.11% | Add +2.9% | 129,885 | $6.5M |
| Laurel Oak Wealth Management, LLC | 1.10% | — | 129,442 | $6.5M |
| Moody National Bank Trust Division | 0.62% | Reduce -39.5% | 127,784 | $6.4M |
| Zevin Asset Management LLC | 0.86% | New | 127,580 | $6.4M |
| McNamara Financial Services, Inc. | 1.21% | Reduce -8.0% | 126,709 | $6.4M |
| Coastline Trust Co | 0.60% | Reduce -5.7% | 126,212 | $6.3M |
| Alaethes Wealth, LLC | 1.79% | Reduce -9.4% | 126,134 | $6.3M |
| Dravo Bay LLC | 2.63% | Reduce -12.0% | 125,979 | $6.3M |
| Brown Wealth Management, LLC | 1.66% | Add +4.0% | 125,385 | $6.3M |
| Caliber Wealth Management, LLC / KS | 0.67% | Reduce -2.1% | 124,453 | $6.3M |
| High Falls Advisors, Inc | 1.27% | Reduce -6.4% | 124,241 | $6.2M |
| Stephens Inc. | 0.08% | Add +49.4% | 124,115 | $6.2M |
| Global Retirement Partners, LLC | 0.11% | Add +312.6% | 122,420 | $6.2M |
| Ascent Group, LLC | 0.21% | Reduce -3.0% | 120,992 | $6.1M |
| Eagle Rock Investment Company, LLC | 0.85% | Add +1.9% | 120,051 | $6.0M |
| Stonebridge Capital Advisors LLC | 0.42% | Add +3.4% | 119,157 | $6.0M |
| Benjamin Edwards Inc. | 0.07% | Add +4.8% | 118,065 | $5.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.07% | Add +1.3% | 117,999 | $5.9M |
| Visionary Wealth Advisors | 0.27% | Add +47.0% | 117,469 | $5.9M |
| Stage Harbor Financial, LLC | 3.91% | No change | 115,454 | $5.8M |
| American Financial & Tax Strategies Inc. | 2.86% | Reduce -0.6% | 114,104 | $5.7M |
| IFP Advisors, Inc | 0.13% | Add +17.7% | 114,008 | $5.7M |
| Retirement Investment Advisors, Inc. | 0.45% | Add +14.5% | 111,552 | $5.6M |
| Bowman & Co S.C. | 2.36% | Reduce -1.1% | 110,795 | $5.6M |
| Cascade Financial Partners, LLC | 0.56% | Reduce -0.1% | 110,221 | $5.5M |
| Vested Financial Planning, LLC | 4.26% | Add +7.6% | 110,055 | $5.5M |
| Mgo One Seven LLC | 0.11% | Add +48.9% | 109,683 | $5.5M |
| Stokes Family Office, LLC | 0.50% | Reduce -0.8% | 108,866 | $5.5M |
| Sargent Investment Group, LLC | 0.68% | Add +8.1% | 108,573 | $5.5M |
| Verus Wealth Management, LLC | 5.00% | Add +14.3% | 106,720 | $5.4M |
| Nwam LLC | 0.30% | Reduce -7.6% | 105,811 | $5.3M |
| Envision Financial LLC | 2.82% | Add +12.0% | 105,986 | $5.3M |
| Legacy Wealth Partners, LLC | 1.37% | — | 105,194 | $5.3M |
| Tilson Financial Group, Inc. | 1.63% | Reduce -30.2% | 105,024 | $5.3M |
| Vannoy Advisory Group, Inc. | 3.32% | Add +8.0% | 104,129 | $5.2M |
| Bear Mountain Capital, Inc. | 1.68% | Add +418.3% | 102,548 | $5.2M |
| K2 Financial Inc. | 3.99% | Reduce -1.2% | 102,185 | $5.2M |
| 1900 Wealth Management LLC | 0.33% | Add +2.6% | 102,361 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +11.7% | 101,688 | $5.1M |
| Shade Tree Advisors LLC | 3.88% | Add +5.5% | 101,628 | $5.1M |
| Diversified Portfolios, Inc. | 0.42% | Reduce -1.3% | 101,466 | $5.1M |
| Patriot Investment Management Group, Inc. | 0.32% | Add +1.4% | 101,087 | $5.1M |
| Invst, LLC | 0.55% | Add +5.2% | 100,901 | $5.1M |
| NewCorp Financial Services, Inc. | 4.41% | — | 99,043 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 98,848 | $5.0M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -10.0% | 98,399 | $4.9M |
| RCS Financial Planning, LLC | 2.13% | Add +1.3% | 98,298 | $4.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.34% | Reduce -9.4% | 97,593 | $4.9M |
| JNBA Financial Advisors | 0.43% | Reduce -17.0% | 97,569 | $4.9M |
| WealthCollab, LLC | 1.97% | Add +6.5% | 95,738 | $4.8M |
| Edgestream Partners, L.P. | 0.14% | Reduce -32.2% | 95,606 | $4.8M |
| Asio Capital, LLC | 0.68% | Reduce -8.4% | 95,155 | $4.8M |
| Axxcess Wealth Management, LLC | 0.08% | Add +20.3% | 93,889 | $4.7M |
| Element Pointe Advisors, LLC | 0.90% | Add +7.7% | 92,832 | $4.7M |
| BTG Pactual Asset Management US LLC | 0.52% | Add +20.1% | 94,562 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.88% | Add +1.2% | 91,945 | $4.6M |
| TBH Global Asset Management, LLC | 0.77% | Add +2.8% | 91,743 | $4.6M |
| Finhabits Advisors LLC | 4.29% | — | 90,914 | $4.6M |
| TD Capital Management LLC | 0.40% | Reduce -0.4% | 89,946 | $4.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.4% | 89,740 | $4.5M |
| Legacy PCG, LLC | 2.79% | Reduce -1.7% | 89,736 | $4.5M |
| Diversified Enterprises, LLC | 0.27% | Add +13.6% | 88,574 | $4.5M |
| UMB Bank, n.a. | 0.06% | Reduce -24.8% | 88,011 | $4.4M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -8.2% | 87,348 | $4.4M |
| Watershed Private Wealth LLC | 1.32% | Add +0.4% | 87,219 | $4.4M |
| Crusonia Wealth Advisors LLC | 0.96% | — | 86,393 | $4.3M |
| Baker Avenue Asset Management, LP | 0.10% | Add +4.4% | 86,280 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +18.3% | 86,092 | $4.3M |
| Aspire Private Capital, LLC | 0.96% | Reduce -11.0% | 86,033 | $4.3M |
| Grand Wealth Management, LLC | 1.96% | Add +4.5% | 86,015 | $4.3M |
| OLIO Financial Planning | 1.20% | Add +3.1% | 85,142 | $4.3M |
| UNIVEST FINANCIAL Corp | 0.23% | Add +27.1% | 85,077 | $4.3M |
| Financial Planning Navigators CORP | 1.96% | — | 84,934 | $4.3M |
| Meridian Wealth Management, LLC | 0.15% | Add +5.5% | 84,688 | $4.3M |
| Wrenne Financial Planning LLC | 1.73% | Reduce -9.0% | 84,504 | $4.2M |
| First American Trust, FSB | 0.29% | Add +6.3% | 83,635 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +9.4% | 83,372 | $4.2M |
| American Investment Services, Inc. | 0.97% | Add +7.8% | 82,741 | $4.2M |
| Vicus Capital | 0.31% | Add +0.3% | 81,691 | $4.1M |
| Blair William & Co. | 0.01% | Add +5.9% | 81,656 | $4.1M |
| Master's Wealth Management Inc. | 1.48% | New | 81,608 | $4.1M |
| Glenview Trust Co | 0.06% | Add +20.7% | 81,556 | $4.1M |
| World Investment Advisors | 0.07% | Add +25.5% | 81,401 | $4.1M |
| Hassell Wealth Management, LLC | 1.37% | Add +6.8% | 80,781 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +9.9% | 80,765 | $4.1M |
| Compass Advisory Group LLC | 1.10% | Add +3.7% | 80,732 | $4.1M |
| Eaton Financial Holdings Company, LLC | 1.09% | Reduce -2.2% | 80,667 | $4.1M |
| BCGM Wealth Management, LLC | 1.03% | Add +0.4% | 80,294 | $4.0M |
| Kelman-Lazarov, Inc. | 0.58% | Add +1.9% | 80,253 | $4.0M |
| Financial Life Advisors | 1.24% | Add +0.4% | 79,753 | $4.0M |
| McAdam, LLC | 0.18% | Add +2.1% | 79,508 | $4.0M |
| TAGStone Capital, Inc. | 1.49% | Reduce -13.1% | 79,424 | $4.0M |
| Traction Financial Partners, LLC | 2.36% | Add +1.1% | 79,265 | $4.0M |
| Cambridge Associates LLC /Ma/ | 0.07% | Add +28.2% | 79,200 | $4.0M |
| Capital Investment Services of America, Inc. | 0.37% | Reduce -17.1% | 78,725 | $4.0M |
| Fiduciary Wealth Partners, LLC | 1.62% | Add +48.3% | 78,588 | $4.0M |
| Allodium Investment Consultants, LLC | 2.00% | Add +5.2% | 78,492 | $3.9M |
| Pure Portfolios Holdings LLC | 1.19% | Add +14.5% | 78,274 | $3.9M |
| L.K. Benson & Company, P.C. | 1.97% | Add +7.6% | 78,202 | $3.9M |
| High Probability Advisors, LLC | 0.52% | Reduce -0.6% | 77,693 | $3.9M |
| Capital Analysts, LLC | 0.11% | Add +12.1% | 76,026 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +1.0% | 75,929 | $3.8M |
| Financial Guidance Group, Inc. | 1.56% | Reduce -2.3% | 75,599 | $3.8M |
| Unique Wealth, LLC | 0.53% | Reduce -2.1% | 75,537 | $3.8M |
| Spire Wealth Management | 0.13% | Add +61.5% | 75,257 | $3.8M |
| Capital Asset Advisory Services LLC | 0.15% | Add +12.0% | 74,801 | $3.8M |
| Equita Financial Network, Inc. | 1.13% | Add +19.8% | 74,472 | $3.7M |
| Sterling Financial Planning, Inc. | 1.12% | Add +14.7% | 74,097 | $3.7M |
| Moneywise, Inc. | 1.54% | Reduce -19.5% | 73,431 | $3.7M |
| Wealth Alliance, LLC | 0.36% | Add +0.4% | 73,275 | $3.7M |
| Penney Financial, LLC | 1.42% | Add +26.4% | 73,132 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.41% | Reduce -10.0% | 73,013 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Add +6.6% | 72,233 | $3.6M |
| Insight Wealth Strategies, LLC | 0.41% | Reduce -0.6% | 71,772 | $3.6M |
| Modern Wealth Management, LLC | 0.07% | Add +7.4% | 71,529 | $3.6M |
| Valeo Financial Advisors, LLC | 0.08% | Add +72.8% | 71,361 | $3.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | Add +122.7% | 71,163 | $3.6M |
| Elser Financial Planning, Inc | 2.58% | Add +7.7% | 70,909 | $3.6M |
| Mason & Associates, LLC | 0.80% | Reduce -7.9% | 69,689 | $3.5M |
| Linscomb Wealth, Inc. | 0.15% | Add +4.0% | 69,451 | $3.5M |
| William Mack & Associates, Inc. | 1.64% | Add +3.0% | 69,081 | $3.5M |
| Dakota Wealth Management | 0.06% | Add +686.1% | 69,029 | $3.5M |
| Creative Financial Designs Inc. | 0.22% | Add +4.3% | 68,809 | $3.5M |
| Rockbridge Investment Management, LCC | 0.32% | Add +0.4% | 68,585 | $3.4M |
| Christine Messmer PC | 2.24% | — | 68,269 | $3.4M |
| Steph & Co. | 0.99% | Reduce -0.6% | 68,060 | $3.4M |
| Diversify Wealth Management, LLC | 0.16% | Add +1099.8% | 67,318 | $3.4M |
| Bailard, Inc. | 0.07% | Add +36.1% | 67,325 | $3.4M |
| Rede Wealth, LLC | 1.18% | New | 67,318 | $3.4M |
| Tortoise Investment Management, LLC | 0.30% | Reduce -0.3% | 66,979 | $3.4M |
| LPWM LLC | 0.85% | Add +2.9% | 66,917 | $3.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +6.3% | 66,548 | $3.4M |
| Savvy Advisors, Inc. | 0.11% | Reduce -2.0% | 66,522 | $3.3M |
| Joel Isaacson & Co., LLC | 0.11% | Add +9.8% | 66,476 | $3.3M |
| Sellwood Investment Partners LLC | 1.30% | Add +14.2% | 66,314 | $3.3M |
| Catalyst Financial Partners LLC | 0.37% | Reduce -2.4% | 66,157 | $3.3M |
| Schmidt P J Investment Management Inc. | 0.54% | Reduce -3.3% | 65,966 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.17% | Reduce -2.9% | 65,960 | $3.3M |
| Values Added Financial LLC | 1.39% | Reduce -1.6% | 65,631 | $3.3M |
| Motive Wealth Advisors | 1.40% | Add +0.5% | 65,554 | $3.3M |
| Elmwood Wealth Management, Inc. | 1.04% | Add +2.6% | 65,380 | $3.3M |
| FourThought Financial Partners, LLC | 0.28% | Add +1.9% | 65,293 | $3.3M |
| Cornerstone Advisors Asset Management, LLC | 0.53% | Add +1.7% | 64,858 | $3.3M |
| Blume Capital Management, Inc. | 0.60% | No change | 64,600 | $3.2M |
| TPG Financial Advisors, LLC | 1.08% | No change | 64,217 | $3.2M |
| Mb, Levis & Associates, LLC | 1.35% | Reduce -0.0% | 63,962 | $3.2M |
| Shared Vision Wealth Group LLC | 1.30% | Reduce -2.9% | 63,535 | $3.2M |
| Advyzon Investment Management, LLC | 0.37% | Add +3.2% | 63,520 | $3.2M |
| Hancock Whitney Corp. | 0.06% | Add +1.9% | 62,977 | $3.2M |
| Galvin, Gaustad & Stein, LLC | 0.25% | Add +1.3% | 62,529 | $3.1M |
| Fulton Bank, N.A. | 0.11% | Add +4.4% | 62,412 | $3.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.45% | Add +3.9% | 61,885 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +147.2% | 62,297 | $3.1M |
| Timonier Family Office, LTD. | 0.99% | Reduce -9.5% | 62,174 | $3.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -10.0% | 61,122 | $3.1M |
| Cary Street Partners Financial LLC | 0.08% | Add +13.9% | 61,077 | $3.1M |
| Opes Wealth Management LLC | 0.52% | Add +2.2% | 61,047 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -18.2% | 60,710 | $3.1M |
| Planwiser Financial, LLC | 2.28% | Add +2.5% | 60,252 | $3.0M |
| Burney Co./ | 0.09% | Add +4.5% | 60,512 | $3.0M |
| Independent Advisor Alliance | 0.07% | Add +36.5% | 59,982 | $3.0M |
| Pure Financial Advisors, LLC | 0.05% | Add +24.2% | 59,881 | $3.0M |
| McNaughton Wealth Management, LLC | 1.23% | Reduce -6.7% | 59,598 | $3.0M |
| Trust Co | 0.28% | Add +27037.4% | 59,431 | $3.0M |
| Simplicity Wealth,LLC | 0.18% | Add +11.7% | 59,198 | $3.0M |
| Sincerus Advisory, LLC | 2.38% | Reduce -7.4% | 58,778 | $3.0M |
| Fidelis Capital Partners, LLC | 0.21% | Add +34.5% | 58,482 | $2.9M |
| RFG Advisory, LLC | 0.05% | Reduce -22.8% | 57,929 | $2.9M |
| Newman Dignan & Sheerar, Inc. | 0.61% | Reduce -3.6% | 57,906 | $2.9M |
| Main Street Financial Solutions, LLC | 0.22% | Add +11.5% | 57,705 | $2.9M |
| IHT Wealth Management, LLC | 0.07% | Add +14.3% | 57,185 | $2.9M |
| Conquis Financial LLC | 2.45% | Add +40.4% | 56,554 | $2.8M |
| Steele Capital Management, Inc. | 0.12% | Add +15.5% | 56,255 | $2.8M |
| VSM Wealth Advisory, LLC | 0.85% | Reduce -10.4% | 56,108 | $2.8M |
| Brewster Financial Planning LLC | 1.73% | Add +13.4% | 55,892 | $2.8M |
| Great Waters Wealth Management | 0.31% | Reduce -4.3% | 55,704 | $2.8M |
| Strathmore Capital Advisors, Inc. | 0.92% | No change | 55,663 | $2.8M |
| SigFig Wealth Management, LLC | 0.08% | Add +14.9% | 55,405 | $2.8M |
| Fisher Asset Management | 0.00% | Reduce -23.4% | 55,347 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +5.3% | 55,301 | $2.8M |
| SP Asset Management LLC | 0.22% | Add +0.9% | 55,235 | $2.8M |
| Csenge Advisory Group | 0.12% | Reduce -1.4% | 54,620 | $2.7M |
| Rockwood Wealth Management, LLC | 0.20% | Add +5.0% | 54,609 | $2.7M |
| C M Bidwell & Associates Ltd. | 1.30% | Add +0.1% | 54,590 | $2.7M |
| VestGen Advisors, LLC | 0.12% | Add +18.6% | 54,533 | $2.7M |
| Sonata Capital Group Inc. | 0.99% | Add +9.3% | 54,325 | $2.7M |
| CGN Advisors LLC | 0.22% | Reduce -11.1% | 54,271 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 54,112 | $2.7M |
| Eclectic Associates Inc. | 0.42% | Add +6.2% | 53,990 | $2.7M |
| St Germain D J Co. Inc. | 0.11% | Add +9.9% | 53,956 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -16.4% | 53,970 | $2.7M |
| FDx Advisors, Inc. | 1.37% | Add +5.6% | 53,586 | $2.7M |
| HighPoint Advisor Group LLC | 0.06% | New | 53,551 | $2.7M |
| Paragon Capital Management Ltd | 0.55% | Reduce -0.2% | 53,369 | $2.7M |
| Financial Plan, Inc. | 0.31% | — | 53,228 | $2.7M |
| Chatham Capital Group, Inc. | 0.38% | Reduce -8.7% | 53,065 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.2% | 52,878 | $2.7M |
| Cannon Financial Strategists, Inc. | 0.37% | Add +1.1% | 52,797 | $2.7M |
| Prestige Wealth Management Group LLC | 0.50% | Add +84.4% | 52,590 | $2.6M |
| Claro Advisors Inc. | 0.36% | Add +19.4% | 52,075 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +17.4% | 51,826 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +6.7% | 51,743 | $2.6M |
| Acima Private Wealth, LLC | 0.80% | No change | 51,454 | $2.6M |
| Pacific Point Advisors, LLC | 1.37% | No change | 50,710 | $2.6M |
| Theory Financial LLC | 0.86% | Add +6.0% | 50,438 | $2.5M |
| O'ROURKE & COMPANY, Inc | 0.99% | Reduce -4.8% | 50,597 | $2.5M |
| Sunesis Advisors, LLC | 1.15% | Reduce -1.8% | 50,446 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -0.6% | 49,821 | $2.5M |
| Eaton-Cambridge Inc. | 0.82% | Add +87.2% | 49,646 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -5.8% | 49,527 | $2.5M |
| SlateStone Wealth, LLC | 0.21% | Add +2.4% | 49,459 | $2.5M |
| Willis Johnson & Associates, Inc. | 0.15% | Add +0.9% | 49,130 | $2.5M |
| Atlantic Union Bankshares Corp | 0.05% | Add +2.4% | 48,947 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -14.4% | 48,934 | $2.5M |
| Detalus Advisors, LLC | 0.60% | Reduce -4.2% | 48,902 | $2.5M |
| TPG Advisors LLC | 1.52% | Reduce -0.2% | 48,646 | $2.4M |
| Commerce Bank | 0.01% | Add +24.1% | 48,613 | $2.4M |
| Opal Wealth Advisors, LLC | 0.64% | Add +88.5% | 48,546 | $2.4M |
| May Hill Capital, LLC | 0.65% | Reduce -2.8% | 47,968 | $2.4M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -1.9% | 47,870 | $2.4M |
| Financial Strategies Group, Inc. | 0.43% | Add +4.4% | 47,500 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +48.6% | 47,481 | $2.4M |
| Kuhn & Co Investment Counsel | 1.57% | Add +19.1% | 46,737 | $2.4M |
| Certior Financial Group, LLC | 1.59% | Add +8.7% | 46,477 | $2.3M |
| Laurel Wealth Advisors LLC | 0.31% | Add +16.4% | 46,340 | $2.3M |
| Naples Global Advisors, LLC | 0.17% | Add +10.1% | 46,323 | $2.3M |
| Black Diamond Financial, LLC | 0.25% | Reduce -17.1% | 46,272 | $2.3M |
| Crabel Capital Management, LLC | 1.74% | Add +100.1% | 45,833 | $2.3M |
| Truepoint, Inc. | 0.05% | No change | 45,804 | $2.3M |
| Sepio Capital, LP | 0.13% | Reduce -34.4% | 45,691 | $2.3M |
| Liberty Capital Management, Inc. | 0.42% | Add +14.0% | 45,346 | $2.3M |
| Daymark Wealth Partners, LLC | 0.07% | Add +47.5% | 45,335 | $2.3M |
| GW&K Investment Management, LLC | 0.02% | Add +3.7% | 45,280 | $2.3M |
| Mullooly Asset Management, Inc. | 0.83% | Add +2.9% | 45,189 | $2.3M |
| Midwest Trust Co | 0.03% | Add +49.1% | 44,894 | $2.3M |
| Midwestern Financial, LLC | 1.86% | Add +16.4% | 44,720 | $2.2M |
| Enclave Advisors LLC | 0.32% | Reduce -28.7% | 44,533 | $2.2M |
| Phillips Financial Management, LLC | 0.14% | Reduce -6.7% | 44,512 | $2.2M |
| LJI Wealth Management, LLC | 0.34% | Add +53.7% | 44,403 | $2.2M |
| Precedent Wealth Partners, LLC | 0.47% | Reduce -5.3% | 44,319 | $2.2M |
| Grey Fox Wealth Advisors, LLC | 0.45% | Add +2.2% | 44,113 | $2.2M |
| Act Wealth Management, LLC | 0.73% | Add +29.3% | 44,088 | $2.2M |
| Mattern Capital Management, LLC | 0.26% | Add +8.2% | 43,816 | $2.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.37% | Add +27.6% | 43,599 | $2.2M |
| Plum Street Advisors, LLC | 0.77% | Add +8.8% | 43,185 | $2.2M |
| Argos Wealth Advisors, LLC | 0.58% | — | 42,952 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -86.0% | 42,941 | $2.2M |
| Leeward Financial Partners, LLC | 0.61% | Add +0.5% | 42,833 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +4.6% | 42,393 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -0.5% | 42,467 | $2.1M |
| Golden Bell Financial Planning LLC | 1.77% | Add +10.4% | 42,394 | $2.1M |
| High Net Worth Advisory Group LLC | 0.49% | Add +32.7% | 42,317 | $2.1M |
| Manuka Financial, LLC | 1.32% | Add +17.3% | 42,299 | $2.1M |
| Collective Family Office LLC | 0.49% | No change | 42,282 | $2.1M |
| HUB Investment Partners, LLC | 0.06% | Reduce -28.1% | 42,244 | $2.1M |
| Glassy Mountain Advisors, Inc. | 0.64% | Reduce -3.1% | 42,176 | $2.1M |
| Vermillion Wealth Management, Inc. | 0.87% | Reduce -9.2% | 42,073 | $2.1M |
| United Advisor Group, LLC | 0.27% | Add +3.4% | 41,994 | $2.1M |
| Private Client Services, LLC | 0.65% | Add +31.0% | 41,536 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +84.6% | 41,332 | $2.1M |
| Meridian Wealth Partners, LLC | 0.29% | Reduce -55.7% | 41,165 | $2.1M |
| Two Sigma Securities, LLC | 0.28% | Reduce -34.7% | 40,930 | $2.1M |
| GEN Financial Management, INC. | 1.29% | Add +5.8% | 40,842 | $2.1M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -1.7% | 40,243 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | No change | 40,232 | $2.0M |
| Apeiron RIA LLC | 0.41% | Add +14.8% | 40,095 | $2.0M |
| Prairieview Wealth Partners, LLC | 1.82% | Add +61.6% | 39,917 | $2.0M |
| Snider Financial Group | 0.53% | Reduce -8.9% | 39,905 | $2.0M |
| CPR Investments Inc. | 1.34% | No change | 39,600 | $2.0M |
| WBH Advisory Inc. | 0.15% | Add +0.0% | 39,505 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -68.4% | 39,171 | $2.0M |
| Rainier Family Wealth Inc. | 1.48% | Add +49.8% | 39,090 | $2.0M |
| Sfmg, LLC | 0.13% | Add +15.3% | 39,081 | $2.0M |
| Red Tortoise LLC | 0.84% | Add +1.0% | 39,018 | $2.0M |
| Sage Rhino Capital LLC | 0.37% | Reduce -0.1% | 38,745 | $1.9M |
| Silverlake Wealth Management LLC | 0.44% | Add +14.9% | 38,690 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +25.3% | 38,668 | $1.9M |
| Miller Capital Partners, Inc. | 0.99% | — | 38,635 | $1.9M |
| IFG Advisory, LLC | 0.08% | Add +20.6% | 38,374 | $1.9M |
| Align Financial, LLC | 1.11% | — | 1,921,078 | $1.9M |
| Culbertson A N & Co. Inc. | 0.26% | Add +2.1% | 38,200 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +70.4% | 37,732 | $1.9M |
| Wheelhouse Advisory Group LLC | 0.72% | Add +1.1% | 37,495 | $1.9M |
| TSG Advice Partners, LLC | 0.29% | — | 37,258 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Add +39.8% | 37,243 | $1.9M |
| Cahill Financial Advisors Inc. | 0.20% | Add +22.0% | 37,160 | $1.9M |
| Petra Financial Advisors Inc. | 1.10% | Reduce -0.2% | 37,157 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -20.0% | 36,992 | $1.9M |
| Private Trust Co. NA | 0.16% | Add +1.2% | 36,759 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.29% | Add +0.4% | 36,677 | $1.8M |
| Highline Wealth Partners LLC | 0.52% | Reduce -9.4% | 36,488 | $1.8M |
| Integrity Wealth Solutions LLC | 0.72% | Add +0.9% | 36,401 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -0.1% | 36,254 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +105.4% | 36,115 | $1.8M |
| Note Advisors, LLC | 0.93% | Add +35.7% | 35,927 | $1.8M |
| Regal Investment Advisors LLC | 0.11% | Add +1.7% | 35,861 | $1.8M |
| GSG Advisors LLC | 0.46% | Add +2.0% | 35,731 | $1.8M |
| Compass Financial Group, INC | 0.26% | Add +52.4% | 35,686 | $1.8M |
| Twele Capital Management, Inc. | 0.32% | Add +50.6% | 35,369 | $1.8M |
| Evansbrook LLC | 1.19% | — | 35,360 | $1.8M |
| McIlrath & Eck, LLC | 0.16% | Reduce -2.7% | 35,251 | $1.8M |
| Xcelsior Advisor Partners LLC | 0.86% | — | 35,232 | $1.8M |
| First National Bank of Omaha | 0.05% | New | 35,211 | $1.8M |
| Busey Bank | 0.05% | Add +2.9% | 35,027 | $1.8M |
| Proffitt & Goodson Inc. | 0.25% | Add +28.2% | 35,009 | $1.8M |
| Forum Private Client Group LLC | 0.60% | Add +8.4% | 34,941 | $1.8M |
| Kings Path Partners LLC | 0.61% | Add +8.4% | 34,597 | $1.7M |
| Navalign, LLC | 0.43% | Add +9.6% | 34,489 | $1.7M |
| Stevens Capital Partners | 0.45% | Reduce -0.3% | 34,127 | $1.7M |
| Karpus Management, Inc. | 0.05% | Reduce -11.7% | 33,922 | $1.7M |
| Ssa Swiss Advisors AG | 0.79% | Reduce -3.9% | 33,898 | $1.7M |
| Meredith Wealth Planning | 0.51% | Reduce -1.7% | 33,798 | $1.7M |
| Seeds Investor LLC | 0.32% | Reduce -8.3% | 33,563 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.37% | Add +1.4% | 33,560 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.11% | Add +19.8% | 33,557 | $1.7M |
| Perryman Financial Advisory Inc. | 0.25% | — | 33,374 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.6% | 33,289 | $1.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.27% | Add +84.2% | 33,069 | $1.7M |
| 1834 Investment Advisors Co. | 0.21% | Add +66.3% | 33,043 | $1.7M |
| Evolution Wealth Advisors, LLC | 0.17% | No change | 32,817 | $1.7M |
| DeLarme Wealth Management, Inc. | 1.17% | — | 32,715 | $1.6M |
| Zhang Financial LLC | 0.06% | Add +174.7% | 32,517 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +2.8% | 32,507 | $1.6M |
| TSA Wealth Managment LLC | 0.54% | Add +1.1% | 32,360 | $1.6M |
| Everhart Financial Group, Inc. | 0.15% | Reduce -0.2% | 32,084 | $1.6M |
| Rialto Wealth Management, LLC | 0.38% | Reduce -24.1% | 31,863 | $1.6M |
| Financial Architects, LLC | 0.86% | Add +1.0% | 31,680 | $1.6M |
| Curtis Wealth Management LLC | 1.37% | — | 31,117 | $1.6M |
| Hudson Oak Wealth Advisory LLC | 1.38% | — | 31,113 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -1.1% | 31,087 | $1.6M |
| Oak Wealth Advisors LLC | 0.90% | Reduce -8.4% | 31,061 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Add +3360.6% | 31,007 | $1.6M |
| Allen Capital Group, LLC | 0.14% | Add +21.3% | 30,765 | $1.5M |
| Bernicke Wealth Management, Ltd. | 0.20% | — | 30,675 | $1.5M |
| FC Advisory LLC | 0.44% | Add +44.3% | 30,604 | $1.5M |
| Cornerstone Financial Management LLC | 1.44% | — | 30,584 | $1.5M |
| Lincoln Capital Corp. | 0.54% | Add +57.8% | 30,244 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.7% | 30,069 | $1.5M |
| Strategic Financial Services, Inc. | 0.07% | Add +9.2% | 29,650 | $1.5M |
| LCW Services, LLC | 0.80% | — | 29,765 | $1.5M |
| Centurion Wealth Management LLC | 0.33% | Add +2.0% | 29,660 | $1.5M |
| Integrated Wealthcare, LLC | 1.25% | — | 29,553 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.53% | Reduce -0.8% | 29,441 | $1.5M |
| Bernardo Wealth Planning LLC | 0.28% | Add +2.5% | 29,434 | $1.5M |
| Stone Summit Wealth LLC | 0.40% | Add +6.8% | 29,432 | $1.5M |
| Rare Wolf Capital LLC | 0.92% | — | 29,314 | $1.5M |
| Columbus Macro, LLC | 0.16% | Reduce -0.5% | 29,086 | $1.5M |
| Hanover Advisors Inc. | 0.56% | Add +6.8% | 28,686 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.08% | No change | 28,444 | $1.4M |
| River's Edge Wealth Management, LLC | 1.40% | — | 28,122 | $1.4M |
| Intergy Private Wealth, LLC | 0.43% | Add +0.6% | 28,422 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.14% | Add +8.9% | 28,281 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -13.4% | 28,224 | $1.4M |
| Avid Wealth Partners LLC | 0.69% | Reduce -6.7% | 28,156 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +2.8% | 28,061 | $1.4M |
| First Pacific Financial | 0.18% | Add +27.6% | 27,877 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +7.6% | 27,711 | $1.4M |
| Brucke Financial, Inc. | 0.76% | Add +24.3% | 27,581 | $1.4M |
| Chemistry Wealth Management LLC | 0.26% | New | 27,530 | $1.4M |
| Lansing Street Advisors | 0.36% | Reduce -0.5% | 27,455 | $1.4M |
| Revisor Wealth Management LLC | 0.37% | Add +25.4% | 27,234 | $1.4M |
| Coquina Private Wealth LLC | 1.10% | — | 27,306 | $1.4M |
| SmartHarvest Portfolios, LLC | 0.48% | — | 27,289 | $1.4M |
| Tenzing Financial LLC | 1.11% | — | 27,092 | $1.4M |
| Range Advisory, LLC | 0.35% | — | 27,087 | $1.4M |
| Hexagon Capital Partners LLC | 0.25% | Add +32.7% | 26,973 | $1.4M |
| LVW Advisors, LLC | 0.14% | Add +20.1% | 26,908 | $1.4M |
| Alhambra Investment Management LLC | 0.63% | Add +2.5% | 26,852 | $1.4M |
| Disciplined Investments, LLC | 0.52% | Add +23.9% | 26,805 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Add +11.4% | 26,668 | $1.3M |
| Boyd Wealth Management, LLC | 0.56% | Reduce -29.2% | 26,323 | $1.3M |
| Revolve Wealth Partners, LLC | 0.15% | Add +15.0% | 25,875 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +17.2% | 25,864 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +2.4% | 25,746 | $1.3M |
| Presilium Private Wealth, LLC | 0.23% | Reduce -4.0% | 25,584 | $1.3M |
| Mill Capital Management, LLC | 0.09% | New | 25,558 | $1.3M |
| Eagle Global Advisors LLC | 0.05% | Reduce -0.5% | 25,550 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +42.5% | 25,325 | $1.3M |
| Lakewood Asset Management LLC | 0.75% | Add +0.8% | 25,305 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | New | 25,271 | $1.3M |
| Choreo, LLC | 0.02% | Add +1.7% | 25,128 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.60% | No change | 25,000 | $1.3M |
| Aviance Capital Partners, LLC | 0.14% | Add +0.2% | 24,966 | $1.3M |
| Harbour Investment Management LLC | 0.67% | No change | 24,945 | $1.3M |
| Legacy Advisors, LLC | 0.13% | New | 24,747 | $1.2M |
| James Investment Research, Inc. | 0.14% | Reduce -15.3% | 24,583 | $1.2M |
| Blankinship & Foster, LLC | 0.27% | Reduce -1.1% | 24,581 | $1.2M |
| Legacy Financial Advisors, Inc. | 0.17% | Reduce -8.4% | 24,580 | $1.2M |
| 5T Wealth, LLC | 0.49% | Add +53.1% | 24,578 | $1.2M |
| Hoxton Planning & Management, LLC | 0.37% | Add +52.9% | 24,509 | $1.2M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -38.5% | 24,450 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Add +7.1% | 24,362 | $1.2M |
| W Advisors, LLC | 0.62% | Reduce -5.0% | 24,361 | $1.2M |
| Center for Financial Planning, Inc. | 0.13% | No change | 24,299 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.17% | Add +6.5% | 24,258 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -21.0% | 24,188 | $1.2M |
| BLB&B Advisors, LLC | 0.05% | No change | 24,130 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | Reduce -33.1% | 24,096 | $1.2M |
| Prospect Financial Group LLC | 1.13% | Add +73.6% | 24,083 | $1.2M |
| Life Planning Partners, Inc | 0.93% | Reduce -23.8% | 24,068 | $1.2M |
| Veracity Capital LLC | 0.36% | No change | 24,020 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -0.5% | 23,951 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -1.1% | 23,774 | $1.2M |
| Canopy Partners, LLC | 0.39% | Reduce -4.5% | 23,893 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | Add +1.8% | 23,882 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.41% | Add +8.2% | 23,820 | $1.2M |
| Park Place Capital Corp | 0.25% | Add +1.1% | 23,623 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Reduce -9.6% | 23,498 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.32% | Add +0.9% | 23,500 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Reduce -16.9% | 23,415 | $1.2M |
| Breakwater Capital Group | 0.16% | Add +3.7% | 23,378 | $1.2M |
| Prospera Capital Management, LLC | 0.59% | No change | 23,348 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +300.7% | 23,342 | $1.2M |
| Wealth Alliance Advisory Group, LLC | 0.20% | No change | 23,282 | $1.2M |
| Access Financial Services, Inc. | 0.42% | Add +4.5% | 23,100 | $1.2M |
| TriaGen Wealth Management LLC | 0.30% | No change | 23,096 | $1.2M |
| Integrity Investment Advisors, LLC | 0.64% | Add +44.6% | 22,981 | $1.2M |
| Cutler Investment Counsel LLC | 0.12% | No change | 22,944 | $1.2M |
| Amicus Financial Advisors, LLC | 0.32% | — | 22,939 | $1.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Reduce -46.1% | 22,796 | $1.1M |
| Breakwater Investment Management | 0.41% | Add +2.6% | 22,684 | $1.1M |
| Perennial Advisors, LLC | 0.19% | Reduce -0.4% | 22,637 | $1.1M |
| CFO4Life Group, LLC | 0.16% | Add +4.2% | 22,561 | $1.1M |
| Souders Financial Advisors | 0.13% | Reduce -3.5% | 22,513 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +73.7% | 22,485 | $1.1M |
| Farrell Financial LLC | 0.66% | Add +15.3% | 22,386 | $1.1M |
| Hilltop Partners LLC | 0.29% | Reduce -20.6% | 22,368 | $1.1M |
| FSM Wealth Advisors, LLC | 0.15% | Add +3.9% | 22,295 | $1.1M |
| Leo Wealth, LLC | 0.08% | Add +74.5% | 22,259 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.6% | 22,204 | $1.1M |
| Norden Group LLC | 0.11% | Add +5.5% | 22,170 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Add +1.8% | 22,168 | $1.1M |
| Ocean Park Asset Management, LLC | 0.05% | Add +56.2% | 22,168 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | Add +56.2% | 22,168 | $1.1M |
| Cyr Financial Inc. | 0.69% | Add +10.8% | 22,106 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -9.5% | 22,075 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.14% | Reduce -19.2% | 21,848 | $1.1M |
| LifeGoal Investments, LLC | 0.73% | Add +147.3% | 21,801 | $1.1M |
| Tenon Financial LLC | 0.46% | Add +0.5% | 21,763 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.2% | 21,722 | $1.1M |
| Root Financial Partners, LLC | 0.06% | Reduce -23.2% | 21,612 | $1.1M |
| Scott Capital Advisors, LLC | 0.24% | Add +12.2% | 21,463 | $1.1M |
| Daybright Advisory Services, Inc. | 0.29% | — | 21,459 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.08% | Reduce -25.6% | 21,277 | $1.1M |
| ABLE Financial Group, LLC | 0.22% | Add +12.8% | 21,253 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Reduce -1.0% | 21,196 | $1.1M |
| Bravias Capital Group, LLC | 0.64% | New | 21,100 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Reduce -10.1% | 21,027 | $1.1M |
| Carter Financial, LLC | 0.93% | — | 20,989 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Add +21.6% | 20,951 | $1.1M |
| Accredited Investor Services, LLC | 0.69% | No change | 20,647 | $1.0M |
| Carter Financial Group, INC. | 0.61% | Add +2.5% | 20,592 | $1.0M |
| Cypress Wealth Services, LLC | 0.14% | Reduce -25.8% | 20,566 | $1.0M |
| Cranbrook Wealth Management, LLC | 0.20% | Add +0.8% | 20,516 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 20,173 | $1.0M |
| KRM Wealth Management L.L.C. | 0.57% | — | 20,499 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | New | 20,493 | $1.0M |
| Polaris Investment Advisors, LLC | 0.74% | — | 20,490 | $1.0M |
| Boxwood Ventures, Inc. | 1.03% | No change | 20,380 | $1.0M |
| Chilton Investment Co. Inc. | 0.02% | New | 20,333 | $1.0M |
| Columbia Bank | 0.28% | No change | 20,330 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +14.7% | 20,186 | $1.0M |
| Wolff Financial Management LLC | 0.23% | Add +0.6% | 19,984 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -1.0% | 19,977 | $1.0M |
| FF Advisors,LLC | 0.45% | Add +18.8% | 19,930 | $1.0M |
| Koshinski Asset Management, Inc. | 0.06% | New | 19,899 | $1.0M |
| Human Investing LLC | 0.14% | Reduce -2.0% | 19,884 | $1000K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 19,860 | $999K |
| SVRN Asset Management, LLC | 0.82% | — | 19,754 | $993K |
| Journey Beyond Wealth, LLC | 0.79% | Reduce -2.5% | 19,724 | $992K |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +60.9% | 19,711 | $991K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +20.1% | 19,566 | $984K |
| Bristlecone Value Partners, LLC | 1.13% | — | 19,436 | $977K |
| Icon Wealth Advisors, LLC | 0.06% | Add +1.2% | 19,347 | $973K |
| MIdWestOne Financial Group, Inc. | 0.11% | No change | 19,310 | $971K |
| Heritage Financial Services, LLC | 0.08% | Add +0.2% | 19,303 | $971K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -26.9% | 19,251 | $968K |
| Cassady Wealth & Retirement Planning, LLC | 0.63% | — | 19,246 | $968K |
| Ethos Financial Group, LLC | 0.07% | Reduce -16.9% | 19,217 | $966K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +28.7% | 19,113 | $964K |
| Taylor Hoffman Capital Management LLC | 0.29% | Reduce -5.3% | 19,174 | $964K |
| WPG Advisers, LLC | 0.71% | Reduce -0.8% | 19,149 | $963K |
| Lockerman Financial Group, Inc. | 1.84% | Add +0.6% | 19,040 | $958K |
| Seaside Wealth Management, Inc. | 0.27% | Reduce -22.4% | 18,984 | $955K |
| Qube Research & Technologies Ltd | 0.00% | Add +280.2% | 18,851 | $948K |
| Stirlingshire Investments, Inc. | 0.83% | — | 18,710 | $941K |
| Eldridge Investment Advisors, Inc. | 0.21% | Add +7.0% | 18,671 | $939K |
| Frank, Rimerman Advisors LLC | 0.06% | No change | 18,614 | $936K |
| Planning Directions Inc. | 0.47% | Add +1.1% | 18,551 | $933K |
| Hengehold Capital Management LLC | 0.08% | Reduce -0.0% | 18,431 | $927K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +1.4% | 18,195 | $915K |
| Mission Wealth Management, LP | 0.02% | Reduce -30.6% | 18,169 | $914K |
| Tudor Investment Corporation | 0.01% | New | 18,074 | $909K |
| Ballast Rock Private Wealth LLC | 0.56% | — | 17,951 | $903K |
| American National Bank & Trust | 0.08% | Reduce -36.0% | 17,875 | $899K |
| Elevate Wealth Advisory, Inc. | 0.61% | No change | 17,850 | $898K |
| Factor Wealth Management LTD | 0.19% | Reduce -0.8% | 17,842 | $897K |
| EPG Wealth Management LLC | 0.24% | Reduce -7.4% | 17,832 | $897K |
| Davis Wealth Advisors, LLC | 0.74% | Reduce -13.6% | 17,798 | $895K |
| Argent Trust Co | 0.03% | Reduce -2.7% | 17,778 | $894K |
| Hudock, Inc. | 0.13% | Reduce -10.3% | 17,753 | $893K |
| Red Reef Advisors LLC | 0.90% | — | 17,649 | $888K |
| Burling Wealth Partners, LLC | 0.14% | Add +35.8% | 17,574 | $884K |
| Schwallier Wealth Management LLC | 0.56% | Add +4.8% | 17,262 | $873K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -40.2% | 17,323 | $871K |
| Evolution Advisers, Inc. | 0.38% | Add +9.6% | 17,288 | $869K |
| Charles Schwab Trust Co | 0.06% | No change | 17,211 | $866K |
| First Merchants Corp. | 0.03% | No change | 17,095 | $860K |
| BridgePort Financial Solutions, LLC | 0.23% | Reduce -13.6% | 16,883 | $849K |
| Sax Wealth Advisors, LLC | 0.04% | Add +156.7% | 16,860 | $848K |
| W.H. Cornerstone Investments Inc. | 0.51% | Add +0.5% | 16,767 | $843K |
| Parsons Capital Management Inc. | 0.05% | New | 16,571 | $833K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.8% | 16,419 | $826K |
| Inspirion Wealth Advisors, LLC | 0.10% | New | 16,384 | $824K |
| Horizons Wealth Management | 0.55% | Add +21.0% | 16,365 | $823K |
| First Heartland Consultants, Inc. | 0.06% | Add +1.4% | 16,336 | $822K |
| Cypress Point Wealth Management, LLC | 0.18% | No change | 16,272 | $818K |
| Southland Equity Partners LLC | 0.16% | Reduce -3.6% | 16,209 | $815K |
| Watchman Group, Inc. | 0.19% | Reduce -60.7% | 16,168 | $813K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.8% | 16,046 | $807K |
| IF Advisors, LLC | 0.65% | — | 16,000 | $805K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -6.3% | 15,993 | $804K |
| Compass Ion Advisors, LLC | 0.08% | Add +1.1% | 15,966 | $803K |
| PFG Investments, LLC | 0.04% | Add +1.3% | 15,902 | $800K |
| Westshore Wealth, LLC | 0.26% | No change | 15,851 | $797K |
| Prospect Financial Services LLC | 0.46% | Add +2.8% | 15,788 | $794K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -11.1% | 15,770 | $793K |
| Veridan Wealth LLC | 0.27% | Add +11.4% | 15,739 | $791K |
| J. Derek Lewis & Associates Inc. | 0.18% | — | 15,704 | $790K |
| Advus Financial Partners, LLC | 0.19% | Add +2.1% | 15,685 | $789K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.5% | 15,649 | $787K |
| Evernest Financial Advisors, LLC | 0.16% | Reduce -23.0% | 15,492 | $785K |
| Cedar Mountain Advisors, LLC | 0.15% | No change | 15,516 | $780K |
| Wetzel Investment Advisors, Inc. | 0.31% | Reduce -0.5% | 15,371 | $773K |
| Peregrine Asset Advisers, Inc. | 0.22% | Reduce -14.7% | 15,366 | $773K |
| Ariston Services Group | 0.45% | Add +35.3% | 15,279 | $768K |
| Private Wealth Asset Management, LLC | 0.08% | Reduce -7.0% | 15,252 | $767K |
| Callan Family Office, LLC | 0.02% | Add +7.9% | 15,166 | $763K |
| Compass Planning Associates Inc | 0.53% | Add +1.1% | 15,107 | $760K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -17.6% | 15,070 | $758K |
| Silver Coast Investments LLC | 0.26% | Add +5.9% | 15,064 | $758K |
| Allegiance Financial Group Advisory Services LLC | 0.16% | Add +1.3% | 14,964 | $753K |
| Family Manage LLC | 0.09% | New | 14,860 | $747K |
| ShoreHaven Wealth Partners, LLC | 0.27% | Reduce -2.5% | 14,802 | $744K |
| Net Worth Advisory Group | 0.15% | Add +23.6% | 14,752 | $742K |
| Ade, LLC | 0.36% | No change | 14,628 | $736K |
| Trust Co. of Vermont | 0.03% | No change | 14,619 | $735K |
| Veery Capital, LLC | 0.22% | Add +1.2% | 14,550 | $732K |
| Ascent Wealth Partners, LLC | 0.08% | Add +5.0% | 14,534 | $731K |
| Englebert Financial Advisers, LLC | 0.84% | — | 14,489 | $729K |
| Cascade Wealth Advisors, Inc | 0.33% | New | 14,342 | $725K |
| Greenup Street Wealth Management LLC | 0.10% | Add +12.9% | 14,364 | $722K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.0% | 14,322 | $720K |
| Donalies Financial Planning, LLC | 0.61% | — | 14,311 | $720K |
| Roundview Capital LLC | 0.04% | No change | 14,282 | $718K |
| Keyvantage Wealth, LLC | 0.31% | Reduce -1.1% | 14,271 | $718K |
| Lebenthal Global Advisors, LLC | 0.11% | Reduce -0.0% | 14,240 | $716K |
| COFG Advisors, LLC | 0.18% | — | 14,176 | $713K |
| Wealthgarden F.S. LLC | 0.47% | Reduce -1.4% | 14,095 | $712K |
| PKS Advisory Services, LLC | 0.16% | Reduce -10.3% | 14,092 | $709K |
| Retirement Planning Group, LLC | 0.02% | Reduce -19.0% | 14,027 | $705K |
| Bond & Devick Financial Network, Inc. | 0.20% | Add +2.6% | 14,019 | $705K |
| Occidental Asset Management, LLC | 0.08% | Add +25.0% | 13,997 | $704K |
| Camden National Bank | 0.10% | New | 13,989 | $704K |
| StoneX Group Inc. | 0.03% | Add +38.8% | 13,977 | $703K |
| FLC Capital Advisors | 0.13% | Reduce -2.9% | 13,832 | $696K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -35.6% | 13,733 | $691K |
| Embree Financial Group | 0.08% | Add +1.1% | 13,609 | $684K |
| MCF Advisors LLC | 0.04% | Add +251.9% | 13,590 | $683K |
| Croban | 0.33% | Reduce -26.9% | 13,534 | $681K |
| Core Wealth Advisors, Inc. | 0.18% | No change | 13,519 | $680K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +1.1% | 13,502 | $679K |
| S.A. Mason LLC | 0.27% | No change | 13,480 | $678K |
| Asset Management Group, Inc. | 0.11% | New | 13,468 | $677K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.6% | 13,421 | $675K |
| Conscious Wealth Investments, LLC | 0.41% | Reduce -0.9% | 13,331 | $675K |
| Roman Butler Fullerton & Co. | 0.18% | Add +0.3% | 13,352 | $674K |
| Brio Consultants, LLC | 0.09% | Add +17.8% | 13,299 | $669K |
| Orcam Financial Group | 0.50% | Reduce -13.3% | 13,284 | $668K |
| Lodestar Private Asset Management LLC | 0.07% | Add +1.2% | 13,272 | $667K |
| Paladin Advisory Group, LLC | 0.49% | Add +1.4% | 13,252 | $666K |
| Northstar Group, Inc. | 0.09% | Reduce -8.3% | 13,184 | $663K |
| Benchmark Financial, LLC | 0.66% | — | 13,158 | $662K |
| Keener Financial Planning LLC | 0.29% | Reduce -25.7% | 13,150 | $661K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.7% | 13,087 | $658K |
| Agate Pass Investment Management, LLC | 0.24% | Add +48.1% | 13,078 | $658K |
| Baker Tilly Wealth Management, LLC | 0.16% | Reduce -39.3% | 13,064 | $657K |
| A4 Wealth Advisors LLC | 0.57% | Add +35.0% | 13,000 | $654K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -3.7% | 12,972 | $653K |
| Landaas & Co. /Wi | 0.14% | Add +8.3% | 12,937 | $651K |
| HT Partners LLC | 0.19% | No change | 12,904 | $649K |
| Omega Advisors (Leon Cooperman) | 0.02% | No change | 12,876 | $648K |
| West Michigan Advisors, LLC | 0.15% | Add +22.6% | 12,801 | $644K |
| Blueprint Financial Advisors LLC | 0.10% | No change | 12,788 | $643K |
| Tribridge Partners Financial LLC | 0.27% | Add +3.3% | 12,735 | $640K |
| Lifeworks Advisors, LLC | 0.08% | Add +22.8% | 12,697 | $639K |
| Jackson, Grant Investment Advisers, Inc. | 0.21% | Add +0.0% | 12,682 | $638K |
| Magnus Financial Group LLC | 0.05% | Add +1.4% | 12,678 | $638K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +6.6% | 12,607 | $634K |
| Aspen Wealth Strategies, LLC | 0.35% | Add +1.2% | 12,602 | $634K |
| Cypress Financial Planning LLC | 0.18% | New | 12,569 | $632K |
| WFA of San Diego, LLC | 0.46% | No change | 12,459 | $627K |
| Janney Capital Management LLC | 0.04% | Reduce -0.2% | 12,329 | $620K |
| GAMMA Investing LLC | 0.03% | Add +19.6% | 12,291 | $618K |
| Caldwell Trust Co | 0.05% | Add +5.1% | 12,285 | $618K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 12,271 | $617K |
| Founders Financial Securities LLC | 0.04% | Add +11.6% | 12,270 | $617K |
| Faithward Advisors, LLC | 0.09% | Add +119.5% | 12,232 | $615K |
| Crews Bank & Trust | 0.09% | Add +3.0% | 12,215 | $614K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Add +9.6% | 12,204 | $614K |
| Strategic Wealth Advisors LLC | 0.52% | — | 12,167 | $611K |
| PFW Advisors LLC | 0.18% | Reduce -22.7% | 12,140 | $611K |
| NewSquare Capital LLC | 0.05% | Reduce -12.2% | 12,089 | $608K |
| Pandowealth. LLC | 0.56% | — | 12,046 | $606K |
| Capital Investment Advisors, LLC | 0.01% | Add +32.7% | 12,025 | $605K |
| Acorn Wealth Advisors, LLC | 0.18% | Reduce -3.5% | 11,990 | $603K |
| XTX Topco Ltd | 0.02% | New | 11,983 | $603K |
| Accurate Wealth Management, LLC | 0.08% | No change | 11,894 | $602K |
| Independent Financial Group, LLC | 0.01% | Add +34.2% | 11,952 | $601K |
| Astoria Portfolio Advisors LLC. | 0.14% | Reduce -28.5% | 11,771 | $600K |
| Smith Partners Wealth Management, LLC | 0.55% | — | 11,842 | $596K |
| 4WEALTH Advisors, Inc. | 0.51% | Reduce -11.7% | 11,812 | $594K |
| Pacific Park Financial, Inc. | 0.37% | — | 11,719 | $589K |
| First Commonwealth Financial Corp | 0.10% | No change | 11,682 | $587K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +42.5% | 11,560 | $585K |
| Peak Retirement Planning, Inc. | 0.14% | Reduce -24.3% | 11,630 | $585K |
| Carrera Capital Advisors | 0.10% | Reduce -3.6% | 11,606 | $584K |
| Jordan Park Trust Co LLC | 0.40% | Add +1.8% | 11,604 | $584K |
| Balance Wealth Partners LLC | 0.19% | Add +1.9% | 11,592 | $583K |
| HSBC Holdings PLC | 0.00% | New | 11,497 | $578K |
| Argonautica Private Wealth Management, Inc. | 0.17% | No change | 11,446 | $576K |
| Victory Financial Group, LLC | 0.07% | Add +52.6% | 11,441 | $575K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -17.4% | 11,381 | $572K |
| Hyundai Investments Co., Ltd. | 0.56% | New | 11,358 | $571K |
| Neumann Capital Management, LLC | 0.16% | Add +0.0% | 11,315 | $569K |
| OneAscent Financial Services LLC | 0.05% | Reduce -17.1% | 11,278 | $567K |
| Haven Private, LLC | 0.25% | No change | 11,200 | $563K |
| Stordahl Capital Management, Inc. | 0.12% | Add +6.3% | 11,187 | $563K |
| Peak Wealth Management LLC | 0.47% | — | 11,077 | $557K |
| Westside Investment Management, Inc. | 0.09% | No change | 11,037 | $555K |
| SouthState Bank Corp | 0.02% | Reduce -22.4% | 11,045 | $555K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +2.7% | 11,046 | $555K |
| CVA Family Office, LLC | 0.06% | Add +22.4% | 11,023 | $554K |
| Windward Private Wealth Management Inc. | 0.19% | Add +50.7% | 11,003 | $553K |
| Barnes Wealth Management Group, Inc | 0.29% | Reduce -16.1% | 10,925 | $549K |
| Edge Financial Advisors LLC | 0.23% | No change | 10,840 | $545K |
| Holos Integrated Wealth LLC | 0.30% | No change | 10,800 | $544K |
| Simplex Trading, LLC | 0.02% | Add +702.8% | 10,806 | $543K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -23.9% | 10,793 | $543K |
| Broussard Financial Group LLC | 0.44% | — | 10,784 | $542K |
| Hyposwiss Advisors SA | 0.53% | — | 10,736 | $540K |
| GC Wealth Management RIA, LLC | 0.02% | Add +39.7% | 10,697 | $538K |
| Magnolia Private Wealth, LLC | 0.37% | No change | 10,650 | $536K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.8% | 10,643 | $535K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.8% | 10,603 | $533K |
| BDFS Capital LLC | 0.27% | — | 10,581 | $532K |
| Hobbs Group Advisors, LLC | 0.16% | No change | 10,559 | $531K |
| Financial Freedom, LLC | 0.26% | Reduce -5.1% | 10,511 | $529K |
| Sovereign Financial Group, Inc. | 0.09% | Add +63.9% | 10,457 | $526K |
| Berman McAleer LLC | 0.07% | No change | 10,447 | $525K |
| Consilio Wealth Advisors, LLC | 0.15% | New | 10,425 | $524K |
| Richardson Financial Services Inc. | 0.17% | Reduce -4.9% | 19,777 | $520K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +50.9% | 10,168 | $511K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -78.6% | 10,146 | $510K |
| Atlas Legacy Advisors, LLC | 0.09% | Add +13.5% | 10,135 | $510K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Add +152.5% | 10,100 | $508K |
| Curbstone Financial Management Corp | 0.10% | No change | 10,050 | $505K |
| Cedarwood Wealth LLC | 0.56% | — | 9,992 | $505K |
| Kane Co Wealth Management, Inc. | 0.44% | — | 10,000 | $503K |
| New Insight Wealth Advisors | 0.18% | Reduce -3.7% | 10,000 | $503K |
| Horizon Investments, LLC | 0.01% | Reduce -3.1% | 9,957 | $501K |
| Midwest Financial Partners Investments, Inc. | 0.28% | — | 9,864 | $496K |
| Shepherd Kaplan Krochuk, LLC | 0.41% | No change | 9,827 | $494K |
| Procyon Advisors, LLC | 0.02% | Reduce -21.1% | 9,805 | $493K |
| Triad Wealth Partners, LLC | 0.05% | Add +10.6% | 9,772 | $491K |
| SpringVest Wealth Management LLC | 0.34% | No change | 9,752 | $490K |
| Titan Global Capital Management USA LLC | 0.07% | Reduce -41.8% | 9,742 | $490K |
| Founders Grove Wealth Partners, LLC | 0.11% | Reduce -46.9% | 9,722 | $489K |
| Oregon Pacific Wealth Management, LLC | 0.50% | Reduce -59.6% | 9,695 | $488K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.1% | 9,607 | $483K |
| Hummer Financial Advisory Services Inc | 0.34% | No change | 9,600 | $483K |
| Quantum Financial Planning Services, Inc. | 0.17% | Add +2.1% | 9,559 | $481K |
| Symmetry Partners, LLC | 0.03% | New | 9,551 | $480K |
| Alliancebernstein L.P. | 0.00% | New | 9,532 | $479K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -2.1% | 9,408 | $473K |
| Moseley Investment Management Inc. | 0.15% | Reduce -7.0% | 9,377 | $472K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.5% | 9,362 | $471K |
| Advisory Alpha, LLC | 0.01% | Add +8.9% | 9,341 | $470K |
| HCR Wealth Advisors | 0.05% | No change | 9,334 | $469K |
| Bfsg, LLC | 0.05% | Add +13.8% | 9,277 | $467K |
| Avestar Capital, LLC | 0.03% | Add +3.9% | 9,225 | $464K |
| Long Island Wealth Management, Inc. | 0.22% | Reduce -42.2% | 9,221 | $464K |
| Middleton & Co. Inc. | 0.05% | Reduce -70.7% | 9,100 | $458K |
| Lynx Investment Advisory | 0.25% | No change | 8,954 | $450K |
| Ellis Investment Partners, LLC | 0.08% | Add +1.6% | 8,922 | $449K |
| Mason & Associates Inc | 0.08% | Reduce -34.1% | 8,874 | $446K |
| Allstreet Capital Advisors LLC | 0.32% | — | 8,804 | $443K |
| Narus Financial Partners, LLC | 0.12% | Add +0.6% | 8,701 | $438K |
| BCS Wealth Management | 0.04% | Add +4.1% | 8,688 | $437K |
| L. Roy Papp & Associates, LLP | 0.05% | New | 8,668 | $436K |
| Morton Capital Management LLC | 0.07% | Add +3.8% | 8,666 | $436K |
| Traveka Wealth, LLC | 0.18% | New | 8,641 | $435K |
| RMR Wealth Builders | 0.03% | Reduce -4.5% | 8,611 | $433K |
| Sheridan Capital Management, LLC | 0.22% | No change | 8,550 | $430K |
| Archer Investment Management, LLC | 0.23% | New | 8,469 | $426K |
| FFT Wealth Management LLC | 0.08% | Reduce -27.4% | 8,394 | $422K |
| Essex Financial Services, Inc. | 0.02% | Add +5.7% | 8,372 | $421K |
| Hollencrest Capital Management | 0.01% | Add +49.4% | 8,369 | $421K |
| Level Four Advisory Services, LLC | 0.01% | Add +106.3% | 8,248 | $415K |
| Keystone Financial Group | 0.03% | Reduce -8.8% | 8,219 | $413K |
| Birch Financial Group, LLC | 0.23% | Reduce -1.9% | 8,161 | $410K |
| Shepherd Street Advisors LLC | 0.39% | — | 8,085 | $407K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,085 | $407K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -1.8% | 7,938 | $399K |
| XML Financial, LLC | 0.03% | New | 7,926 | $399K |
| Sutton Place Investors LLC | 0.22% | Reduce -2.2% | 7,919 | $398K |
| Titleist Asset Management, LLC | 0.03% | Add +28.6% | 7,895 | $397K |
| Fifth Third Bancorp | 0.00% | Add +11.3% | 7,869 | $396K |
| Navigoe, LLC | 0.24% | No change | 7,871 | $395K |
| 55 North Private Wealth, LLC | 0.10% | — | 7,833 | $394K |
| Patron Partners, LLC | 0.18% | Reduce -22.7% | 7,824 | $393K |
| Wealth Management Resources, Inc. | 0.14% | Reduce -50.3% | 7,800 | $392K |
| Trellis Wealth Advisors LLC | 0.15% | Add +0.4% | 7,792 | $392K |
| EnRich Financial Partners LLC | 0.11% | Add +7.7% | 7,703 | $387K |
| Ancora Advisors LLC | 0.01% | Add +16.4% | 7,665 | $385K |
| Nabity-Jensen Investment Management Inc | 0.26% | No change | 7,654 | $385K |
| M. Kulyk & Associates, LLC | 0.07% | New | 7,651 | $385K |
| Zacks Investment Management | 0.00% | Add +64.1% | 7,613 | $383K |
| Total Clarity Wealth Management, Inc. | 0.09% | New | 7,599 | $382K |
| DecisionMap Wealth Management, LLC | 0.23% | Add +4.5% | 7,555 | $380K |
| Endeavor Private Wealth, Inc. | 0.11% | Reduce -4.9% | 7,541 | $379K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +7.0% | 7,501 | $377K |
| Latitude Advisors, LLC | 0.17% | Reduce -3.3% | 7,493 | $377K |
| Condor Capital Management | 0.03% | New | 7,484 | $376K |
| Pitcairn Wealth Advisors LLC | 0.03% | — | 7,477 | $376K |
| True North Advisors, LLC | 0.05% | New | 7,430 | $374K |
| Madison Wealth Partners, Inc | 0.07% | Add +0.2% | 7,398 | $372K |
| Wealth Management Nebraska | 0.04% | No change | 7,397 | $372K |
| Artesa Financial Group, LLC | 0.38% | — | 7,385 | $371K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 7,335 | $369K |
| IRON Financial LLC | 0.17% | Add +5.3% | 7,313 | $368K |
| Northcape Wealth Management, LLC | 0.10% | No change | 7,308 | $368K |
| Silver Grove Financial Group, Inc. | 0.32% | Add +5.7% | 7,307 | $367K |
| Erickson Financial Group, LLC | 0.22% | No change | 7,261 | $365K |
| LongView Wealth Management | 0.09% | Add +42.7% | 7,221 | $365K |
| Olde Wealth Management, LLC | 0.11% | Reduce -3.1% | 7,263 | $365K |
| Concorde Asset Management, LLC | 0.15% | Add +3.0% | 7,227 | $363K |
| Wood Tarver Financial Group, LLC | 0.10% | Reduce -2.4% | 7,232 | $363K |
| Kirkwood Financial Services | 0.13% | New | 7,135 | $359K |
| Brighton Securities Corp. | 0.18% | Add +2.3% | 7,134 | $359K |
| Nilsine Partners, LLC | 0.03% | No change | 7,132 | $359K |
| Moors & Cabot, Inc. | 0.02% | Add +1.4% | 7,117 | $358K |
| Members Wealth LLC | 0.22% | Reduce -15.9% | 7,060 | $357K |
| Wayfinding Financial, LLC | 0.15% | No change | 7,076 | $355K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,022 | $353K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -26.0% | 7,002 | $352K |
| Kondo Wealth Advisors, Inc. | 0.13% | No change | 6,996 | $352K |
| Wick Capital Partners, LLC | 0.06% | Add +16.2% | 6,970 | $351K |
| Koesten, Hirschmann & Crabtree, INC. | 0.17% | Reduce -0.1% | 6,965 | $350K |
| Valley Financial Group, Inc. | 0.20% | Add +22.2% | 6,964 | $350K |
| Next Level Wealth Planning, LLC | 0.19% | Add +6.0% | 6,926 | $348K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.6% | 6,910 | $348K |
| Westfuller Advisors, LLC | 0.14% | Add +1.1% | 6,767 | $340K |
| Verus Capital Partners, LLC | 0.02% | Add +1.9% | 6,722 | $338K |
| Carl P. Sherr & Co., LLC | 0.15% | No change | 6,675 | $337K |
| Nolet Wealth Management, LLC | 0.19% | — | 6,676 | $336K |
| Brookwood Investment Group LLC | 0.04% | No change | 6,667 | $335K |
| Signature Equity Partners, LLC | 0.19% | — | 6,653 | $335K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 6,609 | $332K |
| Balefire, LLC | 0.06% | Reduce -2.5% | 6,601 | $332K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +13.1% | 6,523 | $328K |
| Progressive Investment Management Corp | 0.08% | Add +12.1% | 6,519 | $328K |
| First Citizens Financial Corp | 0.16% | Add +0.4% | 6,480 | $326K |
| Liberty Square Wealth Partners LLC | 0.09% | Reduce -39.6% | 6,463 | $325K |
| Rockland Trust Co. | 0.01% | No change | 6,450 | $324K |
| Round Rock Advisors LLC | 0.05% | No change | 6,432 | $323K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 6,429 | $323K |
| Cultivar Capital, Inc. | 0.21% | No change | 6,375 | $321K |
| Bill Few Associates, Inc. | 0.08% | No change | 6,334 | $319K |
| Sterling Wealth Management, Inc. | 0.09% | Reduce -12.9% | 6,323 | $318K |
| NWF Advisory Services Inc. | 0.04% | Add +1.1% | 6,317 | $318K |
| First Trust Advisors LP | 0.00% | Reduce -13.9% | 6,303 | $317K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +1.1% | 6,261 | $315K |
| Bright Financial Advisors, Inc. | 0.15% | No change | 6,255 | $315K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -40.0% | 6,241 | $314K |
| Hershey Financial Advisers, LLC | 0.26% | New | 6,090 | $306K |
| Activest Wealth Management | 0.06% | Add +301.9% | 6,069 | $305K |
| Keel Point, LLC | 0.02% | No change | 6,043 | $304K |
| Apex Wealth Management, LLC | 0.31% | Reduce -22.5% | 5,978 | $302K |
| Bell Investment Advisors, Inc | 0.05% | Add +1.1% | 6,003 | $302K |
| American Financial Advisors, LLC | 0.04% | Reduce -4.2% | 5,997 | $302K |
| Cambridge Financial Group, LLC | 0.10% | Reduce -64.6% | 5,983 | $301K |
| Verisail Partners, LLC | 0.12% | Reduce -2.7% | 5,980 | $301K |
| Trinity Wealth Management, LLC | 0.11% | No change | 5,974 | $300K |
| Global Financial Private Client, LLC | 0.11% | No change | 5,968 | $300K |
| MB Generational Wealth, LLC | 0.16% | Reduce -1.2% | 5,958 | $300K |
| Independent Wealth Network Inc. | 0.09% | Reduce -20.9% | 5,931 | $298K |
| Whalen Wealth Management Inc. | 0.16% | Add +2.2% | 5,899 | $297K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 5,889 | $296K |
| Wells Financial Advisors INC | 0.56% | No change | 5,880 | $296K |
| Rise Advisors, LLC | 0.11% | Add +1.1% | 5,874 | $295K |
| Dogwood Wealth Management LLC | 0.13% | No change | 5,840 | $294K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 5,740 | $289K |
| Towerpoint Wealth, LLC | 0.11% | New | 5,732 | $288K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.0% | 5,730 | $288K |
| Crewe Advisors LLC | 0.03% | Add +33.4% | 5,711 | $287K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -39.1% | 5,647 | $284K |
| Surience Private Wealth LLC | 0.32% | New | 5,646 | $284K |
| Clark Financial Services Group Inc. | 0.15% | No change | 5,632 | $284K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +26.5% | 5,640 | $284K |
| Wrapmanager Inc. | 0.10% | New | 5,621 | $283K |
| Pioneer Wealth Management Group | 0.09% | Add +10.0% | 5,614 | $282K |
| Hills Bank & Trust Co | 0.02% | No change | 5,614 | $282K |
| Beacon Bridge Wealth Partners, LLC | 0.09% | Reduce -19.2% | 5,555 | $279K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,536 | $278K |
| Falcon Wealth Planning | 0.02% | Add +0.4% | 5,505 | $277K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -83.7% | 5,499 | $277K |
| LCNB Corp. | 0.09% | No change | 5,468 | $275K |
| Baldwin Wealth Partners LLC | 0.02% | New | 5,465 | $275K |
| Whittier Trust Co. | 0.00% | Add +81.2% | 5,437 | $274K |
| Ruggaard & Associates LLC | 0.11% | No change | 5,440 | $274K |
| Heritage Wealth Management, Inc. | 0.08% | Add +4.5% | 5,425 | $273K |
| PAX Financial Group, LLC | 0.05% | Reduce -1.7% | 5,406 | $272K |
| Colonial Trust Co / SC | 0.04% | Reduce -1.0% | 5,384 | $271K |
| Northland Capital Management LLC | 0.15% | No change | 5,360 | $270K |
| Ritholtz Wealth Management | 0.00% | Add +0.8% | 5,352 | $269K |
| Aspen Wealth Management LLC | 0.06% | Add +1.1% | 5,342 | $269K |
| Transcendent Capital Group LLC | 0.12% | Add +8.2% | 5,318 | $267K |
| Accredited Investors Inc. | 0.01% | Add +0.5% | 5,308 | $267K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +30.9% | 5,307 | $267K |
| Intrua Financial, LLC | 0.03% | Reduce -4.7% | 5,260 | $265K |
| Catalyst Private Wealth, LLC | 0.12% | New | 5,242 | $264K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -5.0% | 5,232 | $263K |
| Kera Capital Partners, Inc. | 0.03% | New | 5,198 | $263K |
| Leverty Financial Group, LLC | 0.06% | No change | 5,201 | $262K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 5,175 | $262K |
| Macco Financial Group, Inc. | 0.22% | — | 5,199 | $261K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | New | 5,198 | $261K |
| Blom & Howell Financial Planning, Inc. | 0.26% | — | 5,194 | $261K |
| Realta Investment Advisors | 0.09% | New | 5,190 | $261K |
| Kendall Capital Management | 0.05% | Add +15.0% | 5,138 | $258K |
| Creative Capital Management Investments LLC | 0.08% | Add +7.2% | 5,133 | $258K |
| Mokosak Advisory Group, LLC | 0.06% | Add +1.1% | 5,124 | $258K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +4.1% | 5,114 | $257K |
| Brand Asset Management Group, Inc. | 0.07% | Reduce -33.7% | 5,090 | $256K |
| Burk Holdings LLC | 0.12% | Add +10.8% | 5,089 | $256K |
| Compass Capital Corp. /Ma/ | 0.10% | New | 5,037 | $256K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -5.0% | 5,070 | $255K |
| Tme Financial, Inc. | 0.18% | Reduce -2.5% | 5,017 | $252K |
| Rothschild Wealth LLC | 0.02% | Reduce -53.2% | 4,998 | $251K |
| Washington Trust Bank | 0.02% | New | 4,989 | $251K |
| Lodestone Wealth Management LLC | 0.10% | No change | 4,950 | $249K |
| Briggs Wealth Management, Inc | 0.27% | — | 4,938 | $248K |
| Capital Asset Managemnet, LLC | 0.28% | — | 4,936 | $248K |
| Cooksen Wealth, LLC | 0.18% | Reduce -8.7% | 4,925 | $248K |
| Syntegra Private Wealth Group, LLC | 0.02% | Add +10.5% | 4,899 | $246K |
| Maia Wealth LLC | 0.04% | Reduce -41.4% | 4,852 | $246K |
| Axis Wealth Partners, LLC | 0.14% | Add +1.1% | 4,887 | $246K |
| Penobscot Wealth Management | 0.08% | Reduce -43.2% | 4,845 | $244K |
| General Partner, Inc. | 0.14% | Add +7.8% | 4,808 | $242K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +11.7% | 4,787 | $241K |
| Level Financial Advisors | 0.06% | No change | 4,771 | $240K |
| KPP Advisory Services LLC | 0.03% | No change | 4,764 | $240K |
| Annex Advisory Services, LLC | 0.00% | Reduce -0.3% | 4,679 | $235K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $234K |
| Accelerate Investment Advisors LLC | 0.16% | Add +6.9% | 4,628 | $233K |
| Summit Place Financial Advisors, LLC | 0.11% | Add +12.1% | 4,625 | $233K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -49.4% | 4,623 | $232K |
| Andrews Advisory Associates, LLC | 0.12% | — | 4,613 | $232K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 4,602 | $231K |
| Basecamp Wealth Advisors LLC | 0.05% | — | 4,597 | $231K |
| LRI Investments, LLC | 0.02% | Add +9.1% | 4,593 | $231K |
| Hill Island Financial LLC | 0.06% | Reduce -16.9% | 4,588 | $231K |
| Pursuit Wealth Strategies, LLC | 0.32% | — | 4,567 | $230K |
| Bison Wealth, LLC | 0.03% | No change | 4,597 | $229K |
| Kanawha Capital Management LLC | 0.02% | No change | 4,544 | $229K |
| Citizens & Northern Corp. | 0.06% | Reduce -0.9% | 4,503 | $226K |
| Innovative Wealth Building LLC | 0.17% | Add +1.1% | 4,500 | $226K |
| Sovran Advisors, LLC | 0.02% | Reduce -3.1% | 4,468 | $226K |
| Uptick Partners, LLC | 0.05% | Add +0.0% | 4,466 | $225K |
| Calton & Associates, Inc. | 0.03% | Reduce -40.5% | 4,437 | $223K |
| Uhlmann Price Securities, LLC | 0.13% | Add +1.1% | 4,430 | $223K |
| Sfm, LLC | 0.13% | No change | 4,426 | $223K |
| Thoma Capital Management LLC | 0.13% | No change | 4,400 | $221K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -12.0% | 4,400 | $221K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,386 | $221K |
| Opus Financial Solutions LLC | 0.21% | — | 4,374 | $220K |
| Sowell Financial Services LLC | 0.01% | New | 4,371 | $220K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.8% | 4,351 | $219K |
| Downshift Financial, LLC | 0.13% | — | 4,314 | $218K |
| Family Office Research LLC | 0.09% | New | 4,305 | $216K |
| Mairs & Power Inc. | 0.00% | New | 4,211 | $212K |
| Financial Management Network Inc. | 0.03% | Add +0.8% | 4,197 | $211K |
| Cora Capital Advisors LLC | 0.08% | New | 4,180 | $210K |
| Successful Portfolios LLC | 0.11% | New | 4,109 | $208K |
| Spinnaker Investment Group, LLC | 0.04% | No change | 4,108 | $207K |
| Arsenal Capital Advisors LLC | 0.15% | — | 4,100 | $206K |
| Ascentis Wealth Management, LLC | 0.05% | Add +2.5% | 4,100 | $206K |
| Concord Wealth Partners | 0.03% | New | 4,051 | $204K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 4,044 | $203K |
| Fulton Breakefield Broenniman LLC | 0.01% | Reduce -55.4% | 4,026 | $202K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -10.5% | 4,015 | $202K |
| Summa Corp. | 0.09% | New | 4,000 | $201K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | — | 3,997 | $201K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 3,977 | $200K |
| Financial Perspectives, Inc | 0.05% | No change | 3,911 | $197K |
| IMA Advisory Services, Inc. | 0.02% | Add +30.0% | 3,889 | $196K |
| Eastern Bank | 0.00% | Add +69.3% | 3,873 | $195K |
| Albion Financial Group | 0.01% | Reduce -10.4% | 3,775 | $190K |
| Fairscale Capital, LLC | 0.12% | No change | 3,549 | $178K |
| Robinswood Financial LLC | 0.06% | No change | 3,542 | $178K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +9.3% | 3,507 | $176K |
| Versant Capital Management, Inc | 0.02% | Add +2.5% | 3,452 | $174K |
| Hamrick Investment Counsel, llc | 0.13% | — | 3,386 | $170K |
| Arlington Trust Co LLC | 0.02% | No change | 3,351 | $169K |
| ORG Partners LLC | 0.03% | Add +1179.5% | 3,301 | $166K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 3,284 | $165K |
| International Assets Investment Management, LLC | 0.01% | New | 2,959 | $149K |
| 10Elms LLP | 0.15% | No change | 2,830 | $142K |
| Bokf, NA | 0.00% | New | 2,823 | $142K |
| Financial Network Wealth Advisors LLC | 0.15% | No change | 2,818 | $142K |
| CENTRAL TRUST Co | 0.00% | Add +23.1% | 2,812 | $141K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +1.2% | 2,771 | $139K |
| Millstone Evans Group, LLC | 0.08% | Add +138.1% | 2,710 | $136K |
| Bank of Montreal | 0.00% | New | 2,707 | $136K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -41.1% | 2,670 | $134K |
| Montag A & Associates Inc. | 0.01% | Reduce -5.2% | 2,555 | $128K |
| Woodside Wealth Management LLC | 0.10% | No change | 2,532 | $127K |
| Abound Wealth Management | 0.03% | Add +4.3% | 2,380 | $120K |
| Tsfg, LLC | 0.02% | No change | 2,339 | $118K |
| Centennial Bank | 0.05% | No change | 2,333 | $117K |
| Addison Advisors LLC | 0.02% | No change | 2,208 | $111K |
| Measured Wealth Private Client Group, LLC | 0.03% | Add +184.2% | 2,092 | $105K |
| Retirement Wealth Solutions LLC | 0.07% | Add +1.1% | 2,055 | $103K |
| Bitterroot Capital Advisors LLC | 0.07% | — | 2,035 | $102K |
| Dagco, Inc. | 0.02% | Reduce -1.8% | 2,028 | $102K |
| Pandora Wealth, Inc. | 0.06% | No change | 2,000 | $101K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -87.5% | 1,984 | $100K |
| Clean Yield Group | 0.03% | No change | 1,974 | $99K |
| Covestor Ltd | 0.05% | Add +14.5% | 1,901 | $96K |
| Sound Income Strategies, LLC | 0.00% | Add +126.1% | 1,881 | $95K |
| Bogart Wealth, LLC | 0.00% | Add +98.1% | 1,872 | $94K |
| Bollard Group LLC | 0.00% | Add +1.1% | 1,867 | $94K |
| New Millennium Group LLC | 0.04% | No change | 1,841 | $93K |
| Chesapeake Asset Management LLC | 0.08% | Add +109.8% | 1,804 | $91K |
| Godfrey Financial Associates, Inc. | 0.08% | — | 1,787 | $90K |
| Turning Point Benefit Group, Inc. | 0.04% | No change | 1,674 | $84K |
| Trust Co. of Toledo NA | 0.01% | Reduce -60.2% | 1,650 | $83K |
| City Holding Co. | 0.01% | New | 1,617 | $81K |
| Princeton Global Asset Management LLC | 0.01% | Add +1227.7% | 1,580 | $79K |
| Security National Bank | 0.01% | Add +47.9% | 1,565 | $79K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,459 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -29.4% | 1,410 | $71K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -47.2% | 1,400 | $70K |
| Hantz Financial Services, Inc. | 0.00% | Add +1325.5% | 1,397 | $70K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.8% | 1,349 | $68K |
| Clarity Asset Management, Inc. | 0.04% | New | 1,342 | $67K |
| Heritage Wealth Advisors | 0.00% | No change | 1,337 | $67K |
| Bravera Wealth | 0.03% | — | 1,230 | $62K |
| Raffa Wealth Management, LLC | 0.01% | Add +74.0% | 1,159 | $58K |
| Coston, McIsaac & Partners | 0.01% | Add +120.3% | 1,119 | $56K |
| National Bank of Canada | 0.00% | No change | 1,110 | $56K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,100 | $55K |
| Pittenger & Anderson Inc. | 0.00% | New | 1,081 | $54K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,035 | $52K |
| Birchwood Financial Partners, Inc. | 0.05% | — | 1,020 | $51K |
| LGT Financial Advisors LLC | 0.31% | Reduce -26.3% | 1,010 | $51K |
| Ransom Advisory, Ltd | 0.02% | New | 1,000 | $50K |
| Rossmore Private Capital | 0.00% | New | 1,000 | $50K |
| Transce3nd, LLC | 0.40% | Reduce -15.6% | 989 | $50K |
| Avalon Trust Co | 0.00% | No change | 994 | $50K |
| City State Bank | 0.01% | No change | 991 | $50K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 900 | $46K |
| Rossby Financial, LCC | 0.01% | No change | 838 | $42K |
| Premier Financial Group | 0.01% | New | 788 | $40K |
| First Financial Corp. | 0.01% | No change | 775 | $39K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.9% | 702 | $35K |
| Nepc LLC | 0.00% | New | 675 | $34K |
| Investors Research Corp | 0.01% | No change | 640 | $32K |
| Nemes Rush Group LLC | 0.00% | No change | 629 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -35.6% | 583 | $29K |
| Affinity Wealth LLC | 0.02% | No change | 575 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $28K |
| IMG Wealth Management, Inc. | 0.02% | No change | 552 | $28K |
| Wellington-Altus USA Inc. | 0.02% | — | 500 | $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% | No change | 492 | $25K |
| Rothschild Investment LLC | 0.00% | Add +653.9% | 490 | $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% | No change | 434 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 425 | $21K |
| Pflug Koory, LLC | 0.01% | Add +1.2% | 415 | $21K |
| Eq Wealth Advisors, LLC | 0.01% | New | 393 | $20K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 386 | $19K |
| Centerpoint Advisors, LLC | 0.01% | New | 374 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +11.8% | 360 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 318 | $16K |
| Networth Advisors, LLC | 0.01% | — | 304 | $15K |
| Blueline Advisors LLC | 0.01% | — | 294 | $15K |
| Kilter Group LLC | 0.01% | Add +27500.0% | 276 | $14K |
| Keystone Financial Group, Inc. | 0.01% | Add +1.1% | 269 | $14K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $13K |
| PFS Partners, LLC | 0.01% | New | 240 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 230 | $12K |
| Quent Capital, LLC | 0.00% | Add +20.7% | 227 | $11K |
| Strive Financial Group ,LLC | 0.01% | — | 223 | $11K |
| LM Advisors LLC | 0.04% | Reduce -95.0% | 561 | $11K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 216 | $11K |
| Triumph Capital Management | 0.00% | New | 184 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 159 | $8K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 156 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Bayban | 0.01% | — | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 114 | $6K |
| Motco | 0.00% | No change | 113 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 108 | $5K |
| Costello Asset Management, INC | 0.00% | Add +1.0% | 103 | $5K |
| Sachetta, LLC | 0.00% | New | 103 | $5K |
| Sittner & Nelson, LLC | 0.00% | New | 90 | $5K |
| Graney & King, LLC | 0.00% | Add +1.3% | 80 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 75 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 75 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 73 | $4K |
| Nvwm, LLC | 0.00% | Add +13.6% | 50 | $3K |
| Quaker Wealth Management, LLC | 0.00% | New | 48 | $2K |
| Oakworth Capital, Inc. | 0.00% | Reduce -57.9% | 45 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 43 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 41 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 32 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.6% | 31 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 21 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -96.1% | 16 | $786 |
| Harbor Asset Planning, Inc. | 0.00% | Add +8.3% | 13 | $629 |
| American Capital Advisory, LLC | 0.00% | No change | 12 | $604 |
| NorthAvenue LLC | 0.00% | — | 8 | $403 |
| SHP Wealth Management | 0.00% | — | 8 | $402 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 5 | $251 |
| Optima Capital LLC | 0.00% | New | 3 | $151 |
| Your Advocates Ltd., LLP | 0.00% | New | 1 | $50 |
| Hughes Financial Services, LLC | 0.00% | No change | 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.