Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q2 2026 (June 30)1,408holders +52
110new positions
62sold out
6famous investors
$50.57avg. 13F price*
At the end of Q2 2026, 1,408 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 52 from Q1 2026. 110 opened new positions and 62 sold out. The largest holders were JPMorgan Chase & Co. ($2.8B), Northwestern Mutual Wealth Management Co. ($1.9B) and Morgan Stanley ($1.4B). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $237.9M |
| Exits | 62 | $36.5M |
All 13F filers, Q1 2026 → Q2 2026: 51,975,078 shares bought and 7,611,503 shares sold, net +44,363,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,408 holders
| JPMorgan Chase & Co. | 0.16% | Add +22.6% | 54,850,518 | $2.8B |
| Northwestern Mutual Wealth Management Co. | 1.03% | Reduce -0.9% | 38,222,195 | $1.9B |
| Morgan Stanley | 0.07% | Add +0.2% | 27,969,204 | $1.4B |
| Creative Planning | 0.81% | Reduce -0.8% | 27,320,238 | $1.4B |
| Raymond James Financial Inc. | 0.37% | Add +10.4% | 26,966,940 | $1.4B |
| Wealthfront Advisers LLC | 2.54% | Add +4.7% | 26,083,419 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.15% | Reduce -7.3% | 23,006,893 | $1.2B |
| FMR LLC | 0.05% | Add +5.2% | 21,371,891 | $1.1B |
| Sei Investments Co. | 0.71% | Add +11.8% | 15,843,041 | $801.3M |
| Wells Fargo & Company | 0.13% | Add +3.2% | 14,838,724 | $750.5M |
| Northern Trust Corp. | 0.09% | Add +1.4% | 14,811,340 | $749.2M |
| Bank of America Corp. | 0.05% | Add +10.4% | 13,964,302 | $706.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.30% | Add +3.8% | 13,190,508 | $667.2M |
| Mercer Global Advisors Inc. | 0.72% | Add +6.0% | 11,479,867 | $580.7M |
| Jones Financial Companies LLLP | 0.22% | Add +20.2% | 10,675,389 | $539.8M |
| LPL Financial LLC | 0.12% | Add +8.4% | 10,444,670 | $528.3M |
| Franklin Resources Inc. | 0.08% | Reduce -0.7% | 7,174,048 | $362.9M |
| Betterment LLC | 0.60% | Add +1.9% | 7,061,952 | $357.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.25% | Add +1.2% | 6,394,230 | $323.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +8.3% | 5,852,832 | $296.0M |
| Mariner, LLC | 0.25% | Add +12.0% | 4,779,573 | $241.8M |
| Corient Private Wealth LP | 0.32% | Add +1.2% | 4,537,521 | $229.5M |
| UBS Group AG | 0.04% | Add +4.1% | 4,522,126 | $228.7M |
| Rwa Wealth Partners, LLC | 2.17% | Add +5.3% | 4,476,441 | $226.4M |
| Cerity Partners LLC | 0.27% | Add +0.3% | 4,415,366 | $223.3M |
| Vanguard Advisers Inc. | 0.75% | Add +13.3% | 4,362,459 | $220.7M |
| Aspiriant, LLC | 5.34% | Add +0.9% | 4,272,813 | $216.1M |
| Royal Bank of Canada | 0.03% | Add +13.4% | 3,756,633 | $190.0M |
| US Bancorp \de | 0.20% | Add +2.8% | 3,591,532 | $181.7M |
| Orgel Wealth Management, LLC | 3.43% | Add +3.1% | 3,570,951 | $180.6M |
| Ameriprise Financial Inc. | 0.04% | Add +7.2% | 3,427,973 | $173.5M |
| Savant Capital, LLC | 0.49% | Add +103.7% | 3,290,574 | $165.3M |
| Jane Street Group, LLC | 0.09% | Add +7548.0% | 2,754,583 | $139.3M |
| HighTower Advisors, LLC | 0.13% | Add +3.3% | 2,708,884 | $137.0M |
| Facet Wealth, Inc. | 1.88% | Reduce -1.8% | 2,590,804 | $131.0M |
| Pathstone Holdings, LLC | 0.36% | Add +4.5% | 2,474,937 | $125.2M |
| Members Trust Co | 3.87% | Add +0.0% | 2,454,801 | $124.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -2.4% | 2,403,494 | $121.6M |
| OneDigital Investment Advisors LLC | 0.98% | Add +6.3% | 2,289,562 | $115.8M |
| Osaic Holdings, Inc. | 0.13% | Add +39.3% | 2,240,261 | $113.3M |
| Wedmont Private Capital | 2.99% | Add +36.5% | 2,167,958 | $109.1M |
| Bank of New York Mellon Corp | 0.02% | Add +16.6% | 2,105,092 | $106.5M |
| Sequoia Financial Advisors, LLC | 0.52% | Add +12.3% | 2,073,127 | $104.9M |
| Prime Capital Investment Advisors, LLC | 0.96% | Add +2.9% | 1,951,599 | $98.7M |
| GeoWealth Management, LLC | 3.01% | Add +22.3% | 1,891,755 | $95.7M |
| SCS Capital Management LLC | 0.87% | Reduce -5.2% | 1,829,597 | $92.5M |
| EP Wealth Advisors, LLC | 0.35% | Add +40.5% | 1,826,588 | $92.4M |
| Renaissance Technologies | 0.12% | Add +301.5% | 1,776,200 | $89.8M |
| Baird Financial Group, Inc. | 0.12% | Add +1.4% | 1,732,100 | $87.6M |
| Lutz Financial Services LLC | 5.13% | Add +6.0% | 1,663,916 | $84.2M |
| Stifel Financial Corp. | 0.07% | Add +6.3% | 1,653,614 | $83.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +28.9% | 1,664,709 | $82.3M |
| MBB Public Markets I LLC | 8.82% | Add +124.7% | 1,614,405 | $81.7M |
| Composition Wealth, LLC | 0.95% | Add +16.8% | 1,594,643 | $80.7M |
| Integrated Wealth Concepts LLC | 0.52% | Add +23.9% | 1,577,972 | $79.8M |
| TIAA Wealth Investment Management LLC | 0.53% | Add +22.2% | 1,560,240 | $78.9M |
| Sanctuary Advisors, LLC | 0.33% | Add +3.9% | 1,414,356 | $71.5M |
| Bleakley Financial Group, LLC | 0.88% | Add +4.4% | 1,372,365 | $69.4M |
| Alvarez & Marsal Private Wealth Partners, LLC | 9.14% | Reduce -4.0% | 1,371,433 | $69.4M |
| Forum Financial Management, LP | 0.85% | Reduce -1.0% | 1,306,794 | $66.1M |
| Cetera Investment Advisers | 0.06% | Add +10.6% | 1,273,913 | $64.4M |
| Logan Stone Capital, LLC | 13.55% | Add +259.6% | 1,267,176 | $64.1M |
| Baker Boyer National Bank | 16.60% | Add +1.9% | 1,194,965 | $60.4M |
| GenTrust, LLC | 2.24% | Add +10.3% | 1,153,407 | $58.3M |
| Kestra Investment Management, LLC | 1.12% | Add +4.2% | 1,144,888 | $57.9M |
| West Financial Advisors, LLC | 8.53% | Add +1.4% | 1,110,601 | $56.2M |
| Focus Partners Wealth | 0.06% | Reduce -0.4% | 1,095,147 | $55.4M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +6.9% | 1,057,630 | $53.5M |
| Mather Group, Llc. | 0.46% | Add +5.0% | 1,042,071 | $52.7M |
| MML Investors Services, LLC | 0.10% | Add +22.3% | 1,007,730 | $51.0M |
| NewEdge Advisors, LLC | 0.15% | Add +7.9% | 966,651 | $48.9M |
| Thompson Siegel & Walmsley LLC | 0.88% | Reduce -1.2% | 962,019 | $48.7M |
| Ackerman Capital Advisors, LLC | 9.70% | Reduce -0.7% | 950,473 | $48.1M |
| Topsail Wealth Management, LLC | 6.08% | Reduce -14.4% | 942,001 | $47.6M |
| Texas Capital Bank Wealth Management Services Inc | 2.52% | Add +2.0% | 931,751 | $47.1M |
| M&T Bank Corp | 0.14% | Add +16.2% | 926,398 | $46.9M |
| Garde Capital, Inc. | 2.05% | New | 905,827 | $45.8M |
| Fort Point Capital Partners LLC | 4.75% | Add +17.0% | 878,929 | $44.5M |
| Beaird Harris Wealth Management, LLC | 2.77% | Reduce -2.1% | 875,617 | $44.3M |
| Foster Group, Inc. | 1.17% | Reduce -1.3% | 873,883 | $44.2M |
| Heritage Investment Group, Inc. | 5.89% | Reduce -0.1% | 867,367 | $43.9M |
| Allworth Financial LP | 0.19% | Reduce -0.3% | 867,210 | $43.9M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +2.0% | 859,684 | $43.5M |
| New York Life Investment Management LLC | 0.30% | Add +68.8% | 858,958 | $43.4M |
| Global Strategic Investment Solutions, LLC | 3.87% | Add +10.8% | 854,509 | $43.2M |
| Sunflower Bank, N.A. | 10.16% | Reduce -6.2% | 840,472 | $42.5M |
| Old National Bancorp | 0.84% | Add +14.1% | 837,585 | $42.4M |
| One Capital Management, LLC | 1.17% | No change | 845,847 | $42.2M |
| Truist Financial Corp. | 0.05% | Reduce -4.0% | 831,195 | $42.0M |
| JFS Wealth Advisors, LLC | 2.08% | Add +1.5% | 823,707 | $41.7M |
| Avidian Wealth Enterprises, LLC | 1.12% | Add +13.4% | 800,354 | $40.5M |
| Nicolet Bankshares Inc. | 1.27% | Reduce -1.6% | 789,092 | $39.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.5% | 775,081 | $39.2M |
| Lexington Hill Partners, LLC | 18.90% | Add +6.9% | 770,612 | $39.0M |
| Evergreen Capital Management LLC | 0.66% | No change | 745,522 | $37.7M |
| BSW Wealth Partners | 4.15% | Add +17.1% | 737,502 | $37.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.8% | 732,688 | $37.1M |
| BIP Wealth, LLC | 1.01% | New | 704,661 | $35.6M |
| Bragg Financial Advisors, Inc | 0.95% | Add +8.0% | 704,588 | $35.6M |
| Bedel Financial Consulting, Inc. | 3.41% | Reduce -0.0% | 703,574 | $35.6M |
| Waldron Private Wealth LLC | 1.22% | Reduce -1.4% | 697,759 | $35.3M |
| Merit Financial Group, LLC | 0.22% | Add +25.1% | 694,370 | $35.1M |
| Crestwood Advisors Group, LLC | 0.52% | Reduce -2.9% | 694,212 | $35.1M |
| Manning & Napier Advisors LLC | 0.44% | Add +6.3% | 681,741 | $34.5M |
| Gleason Group, Inc. | 3.01% | Reduce -1.9% | 681,861 | $34.5M |
| Allen Investment Management, LLC | 0.40% | Add +0.0% | 673,531 | $34.1M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -2.1% | 661,660 | $33.5M |
| Astoria Strategic Wealth, Inc. | 7.56% | Add +1.4% | 654,348 | $33.1M |
| Jordan Park Group LLC | 1.66% | Reduce -7.9% | 647,609 | $32.8M |
| Stamos Capital Partners, L.P. | 5.02% | Add +81.1% | 647,007 | $32.7M |
| Brookstone Capital Management | 0.32% | Add +12.7% | 633,143 | $32.0M |
| Modera Wealth Management, LLC | 0.33% | Reduce -2.5% | 609,989 | $30.9M |
| Resonant Capital Advisors, LLC | 1.44% | Reduce -15.1% | 595,998 | $30.1M |
| Salomon & Ludwin, LLC | 2.41% | Add +2.5% | 578,375 | $29.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.2% | 564,416 | $28.5M |
| Petersen Hastings Wealth Advisors Inc. | 2.36% | Add +5.0% | 555,444 | $28.1M |
| Luminvest Wealth Management LLC | 6.44% | Add +2.0% | 551,562 | $27.7M |
| Quotient Wealth Partners, LLC | 0.65% | Add +11.7% | 544,427 | $27.5M |
| One Wealth Advisors, LLC | 3.04% | Add +10.4% | 543,493 | $27.5M |
| Rivernorth Capital Management, LLC | 1.31% | New | 541,385 | $27.4M |
| Waverly Advisors, LLC | 0.16% | Reduce -17.9% | 536,744 | $27.1M |
| Tiaa Trust, National Association | 1.58% | Reduce -0.7% | 528,793 | $26.7M |
| First Citizens Bank & Trust Co. | 0.40% | Reduce -13.7% | 526,057 | $26.6M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +42.0% | 520,223 | $26.3M |
| Regimen Wealth, LLC | 7.09% | Add +2.9% | 519,938 | $26.3M |
| Vise Technologies, Inc. | 0.30% | Add +40.6% | 515,317 | $26.1M |
| Vanguard Capital Management LLC | 0.00% | Add +46.3% | 513,500 | $26.0M |
| Heartwood Wealth Advisors LLC | 2.02% | Add +10.1% | 512,991 | $25.9M |
| Natixis Advisors, LLC | 0.03% | Add +14.2% | 507,133 | $25.6M |
| Apella Capital, LLC | 0.36% | Add +5.5% | 504,194 | $25.4M |
| Colony Family Offices, LLC | 5.52% | Add +15.7% | 496,870 | $25.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +13.5% | 495,904 | $25.1M |
| Seneca Financial Advisors LLC | 6.47% | Add +12.1% | 492,631 | $24.9M |
| Assetmark, Inc. | 0.04% | Add +45.0% | 488,279 | $24.7M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +68.6% | 474,158 | $24.0M |
| American Century Companies Inc. | 0.01% | Add +16.5% | 467,800 | $23.7M |
| AlphaCore Capital LLC | 0.43% | Reduce -13.4% | 464,971 | $23.5M |
| First Horizon Corp. | 0.90% | Add +3.9% | 462,478 | $23.4M |
| Lazard Asset Management LLC | 0.03% | Reduce -0.3% | 452,148 | $22.9M |
| Atmos Advisory, LLC | 11.82% | Add +2.1% | 447,264 | $22.6M |
| Cahaba Wealth Management, Inc. | 1.33% | Add +2.4% | 435,897 | $22.0M |
| CX Institutional | 0.63% | Reduce -27.3% | 428,558 | $21.7M |
| Brown Advisory Inc. | 0.03% | Add +3.2% | 425,588 | $21.5M |
| Moller Wealth Partners | 3.89% | Add +4.1% | 425,059 | $21.5M |
| Sagespring Wealth Partners, LLC | 0.33% | Reduce -0.2% | 422,772 | $21.4M |
| Captrust Financial Advisors | 0.03% | Add +13.7% | 414,814 | $21.0M |
| Davidson Investment Advisors | 0.85% | Add +5.2% | 411,742 | $20.8M |
| Stairway Partners, LLC | 0.96% | Add +10.4% | 402,523 | $20.4M |
| Deutsche Bank AG | 0.01% | Add +0.2% | 398,785 | $20.2M |
| Vanguard National Trust Co | 1.07% | Add +61.3% | 390,059 | $19.7M |
| &partners | 0.08% | Add +42.0% | 382,404 | $19.3M |
| Fifth Third Bancorp | 0.03% | Add +0.3% | 380,104 | $19.2M |
| Towneley Capital Management, Inc / DE | 3.69% | Add +7.3% | 372,164 | $18.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +6.8% | 370,653 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.2% | 364,065 | $18.4M |
| Compound Planning, Inc. | 0.47% | Add +13.8% | 354,852 | $17.9M |
| Riversedge Advisors, LLC | 2.35% | Add +6.2% | 350,427 | $17.7M |
| Farther Finance Advisors, LLC | 0.13% | Add +16.4% | 338,279 | $17.1M |
| Carnegie Investment Counsel | 0.34% | Reduce -4.2% | 335,119 | $17.0M |
| Unison Advisors LLC | 1.17% | Add +0.0% | 330,407 | $16.7M |
| Evanson Financial, LLC | 0.81% | — | 329,034 | $16.6M |
| Single Point Partners, LLC | 2.93% | Add +3.6% | 329,001 | $16.6M |
| Prudential Financial Inc. | 0.02% | Add +13.9% | 327,500 | $16.6M |
| Foster Victor Wealth Advisors, LLC | 0.86% | Add +3.9% | 325,726 | $16.4M |
| Brooklyn FI, LLC | 2.97% | Add +12.5% | 325,018 | $16.2M |
| Altiora Financial Group, LLC | 2.54% | Add +18.0% | 318,638 | $16.1M |
| Clark Asset Management, LLC | 1.26% | Add +1.4% | 316,350 | $16.0M |
| Passive Capital Management, LLC. | 5.00% | Reduce -2.2% | 317,901 | $16.0M |
| MidFirst Bank | 1.13% | Add +17.9% | 315,544 | $16.0M |
| Equitable Holdings, Inc. | 0.10% | Add +2.6% | 315,384 | $16.0M |
| Quantinno Capital Management LP | 0.02% | Add +401.5% | 311,946 | $15.8M |
| Fiduciary Trust Co | 0.17% | Add +5.5% | 311,026 | $15.7M |
| Newton One Investments LLC | 3.95% | Add +2.5% | 310,046 | $15.7M |
| Smithfield Trust Co | 0.62% | Reduce -6.2% | 309,610 | $15.7M |
| State of Wisconsin Investment Board | 0.03% | No change | 309,000 | $15.6M |
| Level Wealth Management LLC | 6.22% | Add +14.2% | 306,836 | $15.5M |
| Frisco Financial Planning LLC | 11.65% | Add +10.5% | 305,744 | $15.5M |
| Foster & Motley Inc. | 0.71% | Reduce -2.1% | 304,842 | $15.4M |
| Earned Wealth Advisors, LLC | 0.99% | Add +26.7% | 303,646 | $15.4M |
| Florida Trust Wealth Management Co | 0.38% | Add +25.1% | 301,850 | $15.3M |
| Lido Advisors, LLC | 0.05% | Add +11.6% | 294,870 | $14.9M |
| Stonebridge Financial Group, LLC | 1.12% | Reduce -2.4% | 292,859 | $14.8M |
| Grove Bank & Trust | 1.46% | Add +0.3% | 290,478 | $14.7M |
| CoreCap Advisors, LLC | 0.43% | Add +12.2% | 290,045 | $14.7M |
| Aprio Wealth Management, LLC | 0.72% | Reduce -6.0% | 287,867 | $14.6M |
| Clearstead Advisors, LLC | 0.13% | Add +7.6% | 278,331 | $14.1M |
| PDS Planning, Inc | 0.81% | Add +1.1% | 275,456 | $13.9M |
| Regions Financial Corp. | 0.08% | Reduce -7.1% | 274,505 | $13.9M |
| Bank of Hawaii | 0.68% | Add +15.2% | 271,993 | $13.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +2.6% | 271,735 | $13.7M |
| Elm Partners Management LLC | 0.49% | Reduce -28.7% | 267,541 | $13.5M |
| Empower Advisory Group, LLC | 0.03% | Reduce -0.0% | 267,479 | $13.5M |
| Partners in Financial Planning | 2.01% | Add +10.9% | 262,359 | $13.3M |
| Citadel Advisors | 0.01% | Reduce -45.7% | 260,766 | $13.2M |
| Mayflower Financial Advisors, LLC | 1.14% | Add +4.2% | 260,648 | $13.2M |
| Acumen Wealth Advisors, LLC | 2.77% | Add +54.5% | 258,536 | $13.1M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +6.1% | 258,219 | $13.1M |
| L2 Asset Management, LLC | 1.34% | Reduce -49.4% | 255,713 | $12.9M |
| Perigon Wealth Management, LLC | 0.20% | Add +11.2% | 245,262 | $12.4M |
| Hanson & Doremus Investment Management | 1.26% | Add +5.6% | 244,169 | $12.3M |
| Private Advisor Group, LLC | 0.06% | Add +12.5% | 243,977 | $12.3M |
| Roth Financial Partners LLC | 3.60% | Add +3.0% | 239,104 | $12.1M |
| Legacy Edge Advisors, LLC | 1.09% | Reduce -4.7% | 235,085 | $11.9M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +11.4% | 234,855 | $11.9M |
| Diversified Portfolios, Inc. | 0.86% | Add +63.6% | 234,692 | $11.9M |
| Physician Wealth Solutions Inc. | 4.44% | Add +1.1% | 231,559 | $11.7M |
| Graves Light Lenhart Wealth, Inc. | 1.07% | Add +34.3% | 227,560 | $11.5M |
| Citigroup Inc. | 0.01% | Add +2.2% | 226,152 | $11.4M |
| Valmark Advisers, Inc. | 0.12% | Add +20.4% | 224,731 | $11.4M |
| Ashton Thomas Securities, LLC | 1.67% | Add +15.0% | 223,378 | $11.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.5% | 221,538 | $11.2M |
| Tidal Investments LLC | 0.03% | New | 220,727 | $11.1M |
| Cullen/Frost Bankers, Inc. | 0.11% | Reduce -0.7% | 219,418 | $11.1M |
| PFG Advisors | 0.56% | Add +5.2% | 217,730 | $11.0M |
| Spirepoint Private Client, LLC | 0.89% | Add +9.3% | 216,474 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +16.8% | 213,291 | $10.8M |
| Stewardship Advisors, LLC | 2.23% | Add +29.4% | 211,823 | $10.7M |
| Linscomb Wealth, Inc. | 0.46% | Add +63.4% | 211,582 | $10.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.18% | Add +6.2% | 211,518 | $10.7M |
| Joel Adams & Associates, Inc. | 6.86% | Add +11.7% | 211,201 | $10.7M |
| Baron Silver Stevens Financial Advisors, LLC | 1.34% | Add +0.8% | 208,792 | $10.6M |
| Cardinal Point Capital Management ULC | 0.59% | Reduce -6.9% | 204,989 | $10.4M |
| Keybank National Association | 0.03% | Add +12.8% | 204,413 | $10.3M |
| Winthrop Advisory Group LLC | 0.69% | Reduce -0.7% | 203,184 | $10.3M |
| Silver Oak Advisory Group, Inc. | 4.04% | Reduce -1.1% | 202,568 | $10.2M |
| Capstone Capital LLC | 5.80% | Add +9.0% | 200,660 | $10.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +8.2% | 200,043 | $10.1M |
| Royal Harbor Partners, LLC | 3.13% | New | 199,885 | $10.1M |
| Jacobson & Schmitt Advisors, LLC | 1.65% | Reduce -3.3% | 199,739 | $10.1M |
| Firestone Capital Management | 1.86% | Reduce -0.4% | 197,616 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -15.5% | 197,095 | $10.0M |
| San Luis Wealth Advisors LLC | 1.50% | Reduce -29.2% | 196,900 | $10.0M |
| Ami Investment Management Inc. | 2.04% | Reduce -3.5% | 190,176 | $9.6M |
| Summit Wealth Group, LLC | 1.96% | Add +12.2% | 189,684 | $9.6M |
| Keebeck Wealth Management | 0.93% | Reduce -0.5% | 188,601 | $9.5M |
| Verus Financial Partners, Inc. | 0.80% | Add +0.5% | 184,834 | $9.3M |
| Smartleaf Asset Management LLC | 0.30% | No change | 184,559 | $9.3M |
| 25 LLC | 2.54% | Add +13.0% | 183,538 | $9.3M |
| Arax Advisory Partners | 0.06% | Add +20.2% | 183,053 | $9.3M |
| Cardiff Park Advisors, LLC | 0.72% | Reduce -14.0% | 182,122 | $9.2M |
| Brandywine Oak Private Wealth LLC | 0.70% | Reduce -2.3% | 181,386 | $9.2M |
| Washington Trust Advisors, Inc. | 0.68% | Add +3.9% | 180,974 | $9.2M |
| Beacon Wealthcare LLC | 2.92% | Add +10.5% | 180,362 | $9.1M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +89.6% | 179,733 | $9.1M |
| TD Private Client Wealth LLC | 0.17% | Add +7.4% | 178,378 | $9.0M |
| MAI Capital Management | 0.03% | Add +18.8% | 177,204 | $9.0M |
| RTD Financial Advisors, Inc. | 0.97% | Reduce -1.2% | 175,271 | $8.9M |
| Benjamin Edwards Inc. | 0.08% | Add +20.3% | 175,254 | $8.9M |
| Schiavi & Co LLC | 2.33% | Add +27.1% | 174,705 | $8.8M |
| Anderson Hoagland & Co. | 0.69% | Reduce -44.4% | 173,207 | $8.8M |
| Glenview Trust Co | 0.12% | Add +32.3% | 172,773 | $8.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.88% | Add +12.0% | 171,573 | $8.7M |
| Genesis Private Wealth, LLC | 2.41% | Add +8.0% | 169,793 | $8.6M |
| Ieq Capital, LLC | 0.04% | Reduce -10.1% | 168,675 | $8.5M |
| Vested Financial Planning, LLC | 5.72% | Add +25.2% | 168,500 | $8.5M |
| Elequin Capital, LP | 1.46% | New | 167,788 | $8.5M |
| Websterrogers Financial Advisors, LLC | 2.17% | Reduce -11.5% | 167,385 | $8.5M |
| Mustard Seed Financial, LLC | 4.39% | Add +13.0% | 166,976 | $8.4M |
| Northern Lights Advisors, Inc. | 4.59% | Add +13.5% | 166,939 | $8.4M |
| Veratis Advisors, Inc. | 5.88% | — | 164,316 | $8.3M |
| Summit Financial, LLC | 0.09% | Reduce -0.4% | 163,196 | $8.3M |
| HBK Sorce Advisory LLC | 0.16% | Reduce -12.1% | 165,918 | $8.2M |
| Soltis Investment Advisors LLC | 0.47% | Add +7.5% | 161,978 | $8.2M |
| Axxcess Wealth Management, LLC | 0.13% | New | 158,395 | $8.0M |
| Unique Wealth, LLC | 0.93% | Add +15.8% | 157,897 | $8.0M |
| Gutierrez Wealth Advisory, LLC | 4.55% | Add +4.2% | 155,527 | $7.9M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -4.7% | 154,814 | $7.8M |
| Park Avenue Securities LLC | 0.05% | Add +3.9% | 154,498 | $7.8M |
| Hurlow Wealth Management Group, Inc. | 1.62% | Add +0.5% | 154,381 | $7.8M |
| Cherry Tree Wealth Management, LLC | 1.46% | Add +5.7% | 153,195 | $7.7M |
| Gotham Asset Management | 0.02% | New | 153,000 | $7.7M |
| Edgestream Partners, L.P. | 0.23% | Add +43.1% | 152,996 | $7.7M |
| Principal Securities, Inc. | 0.09% | Add +9.0% | 152,584 | $7.7M |
| Chesley Taft & Associates LLC | 0.30% | Add +0.4% | 152,550 | $7.7M |
| Capital Advisors Wealth Management, LLC | 0.90% | Add +1.2% | 152,144 | $7.7M |
| Laurel Oak Wealth Management, LLC | 1.12% | Add +6.6% | 151,745 | $7.7M |
| CIBC Bancorp USA Inc. | 0.01% | Add +65.5% | 151,662 | $7.7M |
| Moody National Bank Trust Division | 0.63% | Add +4.2% | 151,469 | $7.7M |
| Cooper/Haims Advisors, LLC | 3.20% | Reduce -9.1% | 147,219 | $7.4M |
| ForthRight Wealth Management, LLC | 1.89% | Reduce -2.0% | 146,259 | $7.4M |
| Global Retirement Partners, LLC | 0.11% | — | 144,730 | $7.3M |
| Strategic Blueprint, LLC | 0.36% | Reduce -4.8% | 143,926 | $7.3M |
| Harbour Investments, Inc. | 0.10% | Add +8.0% | 143,614 | $7.3M |
| ONE Advisory Partners, LLC | 1.96% | Reduce -3.4% | 142,218 | $7.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.67% | Reduce -4.2% | 141,089 | $7.1M |
| Mgo One Seven LLC | 0.12% | Add +11.3% | 139,921 | $7.1M |
| Zevin Asset Management LLC | 0.99% | Add +0.9% | 139,841 | $7.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +67.8% | 139,757 | $7.1M |
| Dravo Bay LLC | 2.44% | Add +7.5% | 139,649 | $7.1M |
| Xena Financial Planning, LLC | 6.74% | Add +1.8% | 138,926 | $7.0M |
| Visionary Wealth Advisors | 0.27% | Add +0.6% | 137,183 | $6.9M |
| Stembrook Asset Management, LLC | 5.98% | Reduce -2.8% | 136,900 | $6.9M |
| Eagle Rock Investment Company, LLC | 0.85% | Add +3.7% | 136,038 | $6.9M |
| Rochester Wealth Strategies, LLC | 3.78% | Reduce -8.3% | 134,969 | $6.8M |
| Trinity Financial Advisors LLC | 1.75% | Add +1.5% | 134,744 | $6.8M |
| Roberts Glore & Co. Inc. | 1.68% | Reduce -0.6% | 134,286 | $6.8M |
| Dorsey & Whitney Trust CO LLC | 0.33% | Add +140.3% | 133,561 | $6.8M |
| Sage Mountain Advisors LLC | 0.41% | Reduce -21.7% | 133,358 | $6.7M |
| Financial Planning Navigators CORP | 2.47% | Add +24.3% | 130,562 | $6.6M |
| Master's Wealth Management Inc. | 1.98% | Add +22.8% | 130,277 | $6.6M |
| Capstone Financial Advisors, Inc. | 0.32% | Reduce -22.0% | 129,470 | $6.5M |
| McNamara Financial Services, Inc. | 1.12% | Reduce -2.6% | 128,747 | $6.5M |
| Odyssey Group, LLC | 1.75% | — | 128,089 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1930.4% | 126,797 | $6.4M |
| Ironwood Wealth Management, LLC. | 1.42% | New | 126,647 | $6.4M |
| Zhang Financial LLC | 0.19% | Add +230.0% | 126,633 | $6.4M |
| Crusonia Wealth Advisors LLC | 1.05% | Add +9.2% | 125,835 | $6.4M |
| IFP Advisors, Inc | 0.11% | Add +2.7% | 124,042 | $6.3M |
| Kings Path Partners LLC | 1.66% | Add +250.2% | 123,291 | $6.2M |
| Dickmeyer Boyce Financial Management, Inc. | 3.19% | Add +13.7% | 121,565 | $6.1M |
| Simon Quick Advisors, LLC | 0.25% | Reduce -0.4% | 120,957 | $6.1M |
| Goodman Advisory Group, LLC | 1.39% | Reduce -9.5% | 119,766 | $6.1M |
| Vannoy Advisory Group, Inc. | 3.42% | Add +11.0% | 119,464 | $6.0M |
| Stephens Inc. | 0.07% | Reduce -8.8% | 119,242 | $6.0M |
| Douglass Winthrop Advisors, LLC | 0.10% | New | 118,962 | $6.0M |
| Patriot Investment Management Group, Inc. | 0.35% | Add +4.8% | 117,960 | $6.0M |
| Pure Financial Advisors, LLC | 0.08% | Add +4.1% | 115,981 | $5.9M |
| Stonebridge Capital Advisors LLC | 0.37% | Add +0.9% | 115,895 | $5.9M |
| Ascent Group, LLC | 0.17% | Add +3.3% | 114,787 | $5.8M |
| Asset Management Group, Inc. | 0.85% | Add +7.4% | 114,281 | $5.8M |
| American Financial & Tax Strategies Inc. | 2.59% | Reduce -0.2% | 113,421 | $5.7M |
| Stage Harbor Financial, LLC | 3.30% | Reduce -1.6% | 112,971 | $5.7M |
| K2 Financial Inc. | 4.02% | Add +6.5% | 112,602 | $5.7M |
| Brown Wealth Management, LLC | 1.27% | Reduce -11.5% | 112,295 | $5.7M |
| Consilio Wealth Advisors, LLC | 1.34% | Add +638.3% | 110,476 | $5.6M |
| Sanchez Levi Garrett | 3.03% | Add +7.8% | 110,359 | $5.6M |
| Centaurus Financial, Inc. | 0.22% | Add +249.3% | 110,221 | $5.6M |
| Jefferies Financial Group Inc. | 0.05% | New | 109,000 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +6.5% | 108,772 | $5.5M |
| Capital Analysts, LLC | 0.13% | Reduce -4.2% | 108,758 | $5.5M |
| Cascade Financial Partners, LLC | 0.48% | Reduce -0.2% | 108,208 | $5.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.86% | Reduce -10.6% | 107,676 | $5.4M |
| Argent Trust Co | 0.16% | Add +184.2% | 107,636 | $5.4M |
| IHT Wealth Management, LLC | 0.12% | Add +87.3% | 107,313 | $5.4M |
| Capital Asset Advisory Services LLC | 0.20% | Add +18.4% | 107,003 | $5.4M |
| Legacy Wealth Partners, LLC | 1.21% | Add +2.4% | 106,500 | $5.4M |
| Elser Financial Planning, Inc | 0.23% | Add +18.5% | 106,255 | $5.4M |
| Retirement Investment Advisors, Inc. | 0.38% | Reduce -4.5% | 106,540 | $5.4M |
| NewCorp Financial Services, Inc. | 4.07% | Reduce -0.4% | 105,194 | $5.3M |
| Integrated Advisors Network LLC | 0.24% | Reduce -25.7% | 105,094 | $5.3M |
| WealthCollab, LLC | 1.92% | Add +9.0% | 104,834 | $5.3M |
| Envision Financial LLC | 2.44% | Reduce -2.7% | 104,618 | $5.3M |
| Caliber Wealth Management, LLC / KS | 0.51% | Reduce -9.7% | 104,321 | $5.3M |
| Certior Financial Group, LLC | 2.88% | Add +5.3% | 103,998 | $5.3M |
| Verus Wealth Management, LLC | 4.29% | Add +10.1% | 102,980 | $5.2M |
| Diversify Advisory Services, LLC | 0.09% | New | 104,634 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +3.7% | 104,634 | $5.2M |
| Tilson Financial Group, Inc. | 1.39% | Reduce -2.8% | 100,166 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +2.9% | 99,806 | $5.0M |
| BTG Pactual Asset Management US LLC | 0.38% | Add +10.4% | 99,662 | $5.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.10% | Add +48.2% | 99,381 | $5.0M |
| Element Pointe Advisors, LLC | 0.81% | Add +8.1% | 99,015 | $5.0M |
| Shade Tree Advisors LLC | 2.92% | Add +0.3% | 98,980 | $5.0M |
| McAdam, LLC | 0.19% | Add +28.3% | 98,971 | $5.0M |
| Grand Wealth Management, LLC | 2.09% | Add +18.5% | 98,941 | $5.0M |
| Simplicity Wealth,LLC | 0.17% | Add +31.2% | 98,454 | $5.0M |
| One Degree Advisors Inc | 1.11% | Reduce -40.3% | 98,640 | $5.0M |
| RiverGlades Family Offices LLC | 2.26% | Add +60.9% | 97,259 | $4.9M |
| Modern Wealth Management, LLC | 0.06% | Add +21.4% | 97,099 | $4.9M |
| Finhabits Advisors LLC | 4.11% | Add +5.8% | 96,556 | $4.9M |
| BCGM Wealth Management, LLC | 1.03% | Add +5.2% | 96,216 | $4.9M |
| TBH Global Asset Management, LLC | 0.89% | Add +0.1% | 96,064 | $4.9M |
| Avantax Planning Partners, Inc. | 0.12% | Add +2.6% | 96,001 | $4.9M |
| High Probability Advisors, LLC | 0.52% | Add +32.7% | 95,878 | $4.8M |
| Daymark Wealth Partners, LLC | 0.12% | Add +70.7% | 95,064 | $4.8M |
| RCS Financial Planning, LLC | 2.27% | Add +1.0% | 94,979 | $4.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -7.2% | 94,609 | $4.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +3.6% | 94,172 | $4.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.7% | 94,077 | $4.8M |
| Equita Financial Network, Inc. | 1.32% | Add +3.0% | 93,861 | $4.7M |
| Spire Wealth Management | 0.14% | Add +3.7% | 93,768 | $4.7M |
| Diversified Enterprises, LLC | 0.23% | Add +5.3% | 93,640 | $4.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.28% | Reduce -6.9% | 92,617 | $4.7M |
| TPG Financial Advisors, LLC | 1.39% | No change | 92,341 | $4.7M |
| LifePlan Investment Advisors, Inc. | 1.61% | Reduce -12.3% | 92,314 | $4.7M |
| JNBA Financial Advisors | 0.35% | Add +1.4% | 92,273 | $4.7M |
| Nwam LLC | 0.23% | Reduce -12.2% | 92,056 | $4.7M |
| Bear Mountain Capital, Inc. | 1.35% | Reduce -4.6% | 92,578 | $4.7M |
| Keystone Global Partners, LLC | 1.76% | Reduce -51.4% | 91,386 | $4.6M |
| Values Added Financial LLC | 1.67% | Add +0.6% | 91,288 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +5.8% | 90,777 | $4.6M |
| Cornerstone Advisors Asset Management, LLC | 0.60% | Add +39.5% | 90,600 | $4.6M |
| Glassman Wealth Services | 0.55% | Reduce -1.2% | 90,554 | $4.6M |
| Wealth Alliance, LLC | 0.38% | Add +18.6% | 88,858 | $4.5M |
| Vicus Capital | 0.29% | Add +7.2% | 88,682 | $4.5M |
| World Investment Advisors | 0.07% | Reduce -0.3% | 88,631 | $4.4M |
| Plancorp, LLC | 0.11% | New | 87,573 | $4.4M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -0.7% | 86,067 | $4.4M |
| Amicus Financial Advisors, LLC | 1.07% | Add +259.7% | 86,024 | $4.4M |
| Watershed Private Wealth LLC | 1.22% | Add +3.7% | 85,950 | $4.3M |
| Mason & Associates, LLC | 0.90% | Add +13.1% | 85,539 | $4.3M |
| OLIO Financial Planning | 1.07% | Reduce -3.6% | 85,515 | $4.3M |
| 1900 Wealth Management LLC | 0.24% | Reduce -19.5% | 85,066 | $4.3M |
| Liberty Capital Management, Inc. | 0.74% | — | 84,993 | $4.3M |
| Rainey & Randall Wealth Advisors Inc. | 0.61% | Add +81.4% | 84,934 | $4.3M |
| Main Street Financial Solutions, LLC | 0.27% | Add +20.6% | 84,317 | $4.3M |
| Flagship Wealth Advisors, LLC | 0.95% | New | 83,958 | $4.2M |
| Insight Wealth Strategies, LLC | 0.41% | Add +7.3% | 84,138 | $4.2M |
| Allodium Investment Consultants, LLC | 1.80% | Reduce -2.8% | 83,684 | $4.2M |
| FourThought Financial Partners, LLC | 0.33% | Add +13.6% | 83,331 | $4.2M |
| First American Trust, FSB | 0.25% | Reduce -5.1% | 82,544 | $4.2M |
| Sargent Investment Group, LLC | 0.50% | Reduce -14.1% | 82,463 | $4.2M |
| American Investment Services, Inc. | 0.88% | Add +0.6% | 82,194 | $4.2M |
| Wrenne Financial Planning LLC | 1.39% | Reduce -3.5% | 81,536 | $4.1M |
| Savvy Advisors, Inc. | 0.09% | Add +1.6% | 81,394 | $4.1M |
| L.K. Benson & Company, P.C. | 1.24% | Add +6.7% | 81,043 | $4.1M |
| Christine Messmer PC | 2.31% | Add +21.1% | 80,925 | $4.1M |
| Cresset Asset Management, LLC | 0.01% | Add +16.1% | 80,395 | $4.1M |
| SigFig Wealth Management, LLC | 0.11% | Add +16.9% | 80,055 | $4.1M |
| Compass Advisory Group LLC | 0.96% | Add +1.6% | 80,148 | $4.1M |
| Kelman-Lazarov, Inc. | 0.53% | Reduce -4.1% | 79,932 | $4.0M |
| Financial Guidance Group, Inc. | 1.50% | Add +5.4% | 79,504 | $4.0M |
| Invst, LLC | 0.39% | Add +4.7% | 79,380 | $4.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +17.2% | 79,291 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +87.5% | 79,213 | $4.0M |
| Financial Life Advisors | 1.14% | Reduce -3.7% | 78,989 | $4.0M |
| Sterling Financial Planning, Inc. | 1.09% | Add +2.0% | 78,977 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +4.3% | 78,356 | $4.0M |
| First Heartland Consultants, Inc. | 0.26% | Add +103.0% | 77,904 | $3.9M |
| TD Capital Management LLC | 0.32% | Reduce -12.3% | 77,736 | $3.9M |
| Burney Co./ | 0.10% | Add +5.5% | 76,984 | $3.9M |
| RFG Advisory, LLC | 0.06% | Reduce -11.4% | 76,360 | $3.9M |
| UNIVEST FINANCIAL Corp | 0.19% | Add +9.7% | 75,502 | $3.8M |
| LPWM LLC | 0.85% | Add +15.1% | 75,350 | $3.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +13.3% | 75,071 | $3.8M |
| Bailard, Inc. | 0.08% | Add +20.2% | 74,331 | $3.8M |
| TRB Wealth Management, LLC | 0.50% | Add +15.2% | 73,659 | $3.7M |
| United Advisor Group, LLC | 0.39% | Add +39.1% | 73,355 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -1.3% | 73,067 | $3.7M |
| Creative Financial Designs Inc. | 0.18% | Reduce -8.8% | 72,940 | $3.7M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -6.1% | 71,798 | $3.6M |
| Sellwood Investment Partners LLC | 1.28% | Add +7.5% | 71,720 | $3.6M |
| Fulton Bank, N.A. | 0.11% | Reduce -0.1% | 71,243 | $3.6M |
| Brewster Financial Planning LLC | 1.97% | Add +14.3% | 71,104 | $3.6M |
| Capital Investment Services of America, Inc. | 0.35% | Reduce -3.0% | 70,525 | $3.6M |
| William Mack & Associates, Inc. | 1.25% | Add +3.6% | 70,242 | $3.6M |
| Aspire Private Capital, LLC | 0.73% | Reduce -16.1% | 70,092 | $3.5M |
| Conquis Financial LLC | 2.84% | Add +17.6% | 69,749 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +103.0% | 69,537 | $3.5M |
| Schmidt P J Investment Management Inc. | 0.54% | Add +5.6% | 69,201 | $3.5M |
| Midwestern Financial, LLC | 2.45% | Add +25.7% | 69,173 | $3.5M |
| Csenge Advisory Group | 0.14% | Add +14.9% | 69,035 | $3.5M |
| Elmwood Wealth Management, Inc. | 0.87% | Add +2.6% | 68,832 | $3.5M |
| Rockbridge Investment Management, LCC | 0.28% | Add +0.1% | 68,689 | $3.5M |
| Bluespring Wealth Management, LLC | 0.07% | New | 68,328 | $3.5M |
| McNaughton Wealth Management, LLC | 1.22% | Add +13.7% | 67,836 | $3.4M |
| Manhattan West Asset Management, LLC | 0.57% | Add +361.3% | 67,104 | $3.4M |
| Shared Vision Wealth Group LLC | 1.16% | Add +5.6% | 66,942 | $3.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.41% | Add +2.5% | 66,426 | $3.4M |
| Joel Isaacson & Co., LLC | 0.10% | Reduce -0.1% | 66,388 | $3.4M |
| Eaton Financial Holdings Company, LLC | 0.92% | Reduce -8.8% | 66,319 | $3.4M |
| Traction Financial Partners, LLC | 1.78% | Reduce -7.3% | 66,230 | $3.3M |
| Motive Wealth Advisors | 1.38% | Reduce -0.9% | 66,228 | $3.3M |
| Eaton-Cambridge Inc. | 0.94% | Add +6.2% | 66,144 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -1.6% | 65,977 | $3.3M |
| Tortoise Investment Management, LLC | 0.25% | Reduce -1.6% | 65,548 | $3.3M |
| Mutual Advisors, LLC | 0.06% | Add +89.3% | 65,220 | $3.3M |
| Hancock Whitney Corp. | 0.05% | Add +2.8% | 64,684 | $3.3M |
| Blume Capital Management, Inc. | 0.48% | No change | 64,600 | $3.3M |
| Mb, Levis & Associates, LLC | 1.20% | Add +0.3% | 64,314 | $3.3M |
| Rede Wealth, LLC | 1.06% | Reduce -5.0% | 63,573 | $3.2M |
| UMB Bank, n.a. | 0.04% | Reduce -15.3% | 63,432 | $3.2M |
| Sincerus Advisory, LLC | 2.17% | Reduce -0.6% | 63,210 | $3.2M |
| Cannon Financial Strategists, Inc. | 0.36% | Add +7.6% | 62,715 | $3.2M |
| Strathmore Capital Advisors, Inc. | 0.85% | Add +0.1% | 63,367 | $3.2M |
| C M Bidwell & Associates Ltd. | 1.29% | Add +0.4% | 62,530 | $3.2M |
| 1834 Investment Advisors Co. | 0.36% | Reduce -3.8% | 62,527 | $3.2M |
| VSM Wealth Advisory, LLC | 0.83% | Add +2.6% | 62,145 | $3.1M |
| Planwiser Financial, LLC | 2.18% | Add +2.4% | 62,046 | $3.1M |
| Advyzon Investment Management, LLC | 0.23% | Add +11.9% | 61,717 | $3.1M |
| Heritage Wealth Management, Inc. | 1.54% | Add +113.5% | 61,257 | $3.1M |
| TAGStone Capital, Inc. | 0.98% | Reduce -10.1% | 60,827 | $3.1M |
| SageView Advisory Group, LLC | 0.10% | Reduce -1.1% | 60,691 | $3.1M |
| O'ROURKE & COMPANY, Inc | 1.06% | Add +20.1% | 60,330 | $3.1M |
| Sonata Capital Group Inc. | 0.98% | Add +4.3% | 60,180 | $3.0M |
| Galvin, Gaustad & Stein, LLC | 0.23% | Add +6.3% | 60,035 | $3.0M |
| Steph & Co. | 0.77% | Add +0.8% | 59,993 | $3.0M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -4.4% | 59,673 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +3.0% | 59,616 | $3.0M |
| Timonier Family Office, LTD. | 0.85% | — | 59,505 | $3.0M |
| Catalyst Financial Partners LLC | 0.30% | Reduce -10.9% | 59,485 | $3.0M |
| Mattern Capital Management, LLC | 0.35% | Add +30.1% | 59,478 | $3.0M |
| Trust Co | 0.27% | Reduce -0.3% | 59,421 | $3.0M |
| Financial Strategies Group, Inc. | 0.48% | Add +15.3% | 60,045 | $3.0M |
| Newman Dignan & Sheerar, Inc. | 0.57% | Add +1.1% | 59,115 | $3.0M |
| Fisher Asset Management | 0.00% | Reduce -16.6% | 58,856 | $3.0M |
| TCI Wealth Advisors, Inc. | 0.13% | Add +106.5% | 58,752 | $3.0M |
| Fidelis Capital Partners, LLC | 0.17% | No change | 58,482 | $3.0M |
| WLTH Capital Management, LLC | 1.85% | New | 57,120 | $2.9M |
| Cambridge Associates LLC /Ma/ | 0.04% | Reduce -29.3% | 57,113 | $2.9M |
| Moneywise, Inc. | 1.08% | Reduce -10.8% | 57,003 | $2.9M |
| Asio Capital, LLC | 0.37% | Reduce -37.8% | 56,990 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +13.4% | 56,877 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.9% | 56,827 | $2.9M |
| Great Waters Wealth Management | 0.27% | Reduce -0.7% | 56,704 | $2.9M |
| Kuhn & Co Investment Counsel | 1.65% | Add +3.3% | 56,614 | $2.9M |
| Detalus Advisors, LLC | 0.56% | Add +16.3% | 56,575 | $2.9M |
| Steele Capital Management, Inc. | 0.10% | Reduce -1.5% | 56,266 | $2.8M |
| Relyea Zuckerberg Hanson LLC | 0.24% | Add +63.5% | 56,241 | $2.8M |
| VestGen Advisors, LLC | 0.08% | Add +3.6% | 56,075 | $2.8M |
| St Germain D J Co. Inc. | 0.10% | Reduce -3.3% | 55,962 | $2.8M |
| Cahill Financial Advisors Inc. | 0.27% | Add +19.3% | 55,811 | $2.8M |
| High Net Worth Advisory Group LLC | 0.59% | Add +19.3% | 55,210 | $2.8M |
| Sax Wealth Advisors, LLC | 0.11% | Add +231.0% | 55,808 | $2.8M |
| Rainier Family Wealth Inc. | 1.57% | Add +23.2% | 54,688 | $2.8M |
| Claro Advisors Inc. | 0.29% | Add +2.9% | 54,625 | $2.8M |
| Acima Private Wealth, LLC | 0.80% | Add +3.9% | 54,499 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 54,235 | $2.7M |
| Stokes Family Office, LLC | 0.32% | Reduce -23.6% | 54,081 | $2.7M |
| Financial Plan, Inc. | 0.26% | Reduce -2.5% | 53,422 | $2.7M |
| Collective Family Office LLC | 0.55% | Add +26.1% | 53,297 | $2.7M |
| Chatham Capital Group, Inc. | 0.34% | No change | 53,065 | $2.7M |
| Laurel Wealth Advisors LLC | 0.26% | Add +2.3% | 53,058 | $2.7M |
| Atlantic Union Bankshares Corp | 0.04% | Add +7.6% | 52,550 | $2.7M |
| Wedbush Securities Inc. | 0.07% | Add +22.8% | 52,447 | $2.7M |
| TPG Advisors LLC | 1.46% | Add +2.1% | 52,451 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | No change | 52,266 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +27.9% | 52,226 | $2.6M |
| Bessemer Group Inc. | 0.00% | Reduce -32.3% | 52,205 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +4.9% | 52,025 | $2.6M |
| Paragon Capital Management Ltd | 0.50% | Reduce -3.3% | 51,762 | $2.6M |
| Theory Financial LLC | 0.82% | Add +2.6% | 51,756 | $2.6M |
| Naples Global Advisors, LLC | 0.16% | Add +7.4% | 51,674 | $2.6M |
| Rockwood Wealth Management, LLC | 0.17% | Reduce -0.1% | 51,601 | $2.6M |
| Rialto Wealth Management, LLC | 0.51% | Add +59.2% | 51,419 | $2.6M |
| Prospect Financial Group LLC | 2.09% | Add +72.9% | 51,288 | $2.6M |
| Dakota Wealth Management | 0.05% | Reduce -27.3% | 50,923 | $2.6M |
| Independent Advisor Alliance | 0.06% | Reduce -71.9% | 50,735 | $2.6M |
| Culbertson A N & Co. Inc. | 0.30% | Add +17.8% | 50,570 | $2.6M |
| Eclectic Associates Inc. | 0.29% | Reduce -7.1% | 50,139 | $2.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +19.4% | 50,137 | $2.5M |
| Act Wealth Management, LLC | 0.74% | Add +2.7% | 50,090 | $2.5M |
| FDx Advisors, Inc. | 0.76% | Reduce -2.4% | 49,826 | $2.5M |
| Precedent Wealth Partners, LLC | 0.42% | Add +6.7% | 49,593 | $2.5M |
| SlateStone Wealth, LLC | 0.19% | Reduce -0.1% | 49,416 | $2.5M |
| HB Wealth Management, LLC | 0.01% | Add +40.4% | 48,611 | $2.5M |
| Q3 Asset Management | 0.45% | New | 48,472 | $2.5M |
| Wheelhouse Advisory Group LLC | 0.69% | Add +1.4% | 48,395 | $2.4M |
| May Hill Capital, LLC | 0.51% | Reduce -3.5% | 48,272 | $2.4M |
| Vermillion Wealth Management, Inc. | 0.58% | Reduce -0.6% | 48,257 | $2.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -32.4% | 49,290 | $2.4M |
| Prairieview Wealth Partners, LLC | 1.82% | Add +5.5% | 48,067 | $2.4M |
| Penney Financial, LLC | 0.85% | Reduce -38.5% | 47,994 | $2.4M |
| Private Client Services, LLC | 0.63% | Add +7.7% | 47,755 | $2.4M |
| Sunesis Advisors, LLC | 0.99% | Reduce -2.1% | 47,568 | $2.4M |
| IFG Advisory, LLC | 0.08% | Add +1150.9% | 47,535 | $2.4M |
| Mullooly Asset Management, Inc. | 0.74% | Add +4.6% | 47,259 | $2.4M |
| Enclave Advisors LLC | 0.31% | Add +2.9% | 47,215 | $2.4M |
| Mallini Complete Financial Planning LLC | 1.89% | Reduce -81.7% | 47,117 | $2.4M |
| Spartan Wealth Advisory Services LLC | 0.19% | No change | 46,741 | $2.4M |
| Stone Loft Wealth Management LLC | 1.34% | New | 46,889 | $2.4M |
| CGN Advisors LLC | 0.17% | Reduce -11.2% | 46,300 | $2.3M |
| Petra Financial Advisors Inc. | 1.08% | Add +75.7% | 46,125 | $2.3M |
| Howe & Rusling Inc. | 0.13% | Reduce -17.5% | 45,871 | $2.3M |
| Truepoint, Inc. | 0.05% | Reduce -0.5% | 45,589 | $2.3M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 45,530 | $2.3M |
| Golden Bell Financial Planning LLC | 1.69% | Add +8.9% | 45,386 | $2.3M |
| Midwest Trust Co | 0.03% | Reduce -3.6% | 45,290 | $2.3M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -4.6% | 45,081 | $2.3M |
| Plum Street Advisors, LLC | 0.72% | Add +1.2% | 44,471 | $2.2M |
| DeLarme Wealth Management, Inc. | 1.30% | Add +18.2% | 44,339 | $2.2M |
| Grey Fox Wealth Advisors, LLC | 0.35% | Reduce -1.3% | 44,196 | $2.2M |
| Old Mission Capital LLC | 0.06% | New | 44,136 | $2.2M |
| Glassy Mountain Advisors, Inc. | 0.61% | Reduce -0.8% | 44,072 | $2.2M |
| Leeward Financial Partners, LLC | 0.58% | Reduce -0.2% | 43,593 | $2.2M |
| Archer Investment Management, LLC | 0.75% | Reduce -19.9% | 43,486 | $2.2M |
| Steelhead Wealth Management LLC | 0.88% | Reduce -15.7% | 43,428 | $2.2M |
| Willis Johnson & Associates, Inc. | 0.12% | Reduce -9.7% | 43,110 | $2.2M |
| S.A. Mason LLC | 0.67% | Add +9.6% | 43,100 | $2.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -5.7% | 42,864 | $2.2M |
| Centerline Wealth Advisors, LLC | 0.68% | Add +8.1% | 42,677 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.25% | Reduce -6.4% | 42,389 | $2.1M |
| Manuka Financial, LLC | 1.11% | No change | 42,299 | $2.1M |
| Knuff & Co LLC | 0.54% | New | 42,050 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.43% | Add +8.6% | 41,580 | $2.1M |
| Meridian Wealth Partners, LLC | 0.25% | Reduce -0.0% | 41,159 | $2.1M |
| Glen Eagle Advisors, LLC | 0.26% | Add +2.1% | 40,974 | $2.1M |
| Forum Private Client Group LLC | 0.62% | Add +3.2% | 40,973 | $2.1M |
| Argos Wealth Advisors, LLC | 0.55% | No change | 40,908 | $2.1M |
| Proffitt & Goodson Inc. | 0.28% | Reduce -19.0% | 40,872 | $2.1M |
| Prospect Financial Services LLC | 1.04% | Add +115.0% | 40,780 | $2.1M |
| Wrapmanager Inc. | 0.64% | Add +233.6% | 40,676 | $2.1M |
| Freestone Capital Holdings, LLC | 0.05% | Add +47.7% | 40,612 | $2.1M |
| Hexagon Capital Partners LLC | 0.29% | Add +31.8% | 40,393 | $2.0M |
| Xcelsior Advisor Partners LLC | 0.27% | Add +4.6% | 40,134 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +33.7% | 39,902 | $2.0M |
| Wealthspire Retirement, LLC | 0.11% | Add +16.8% | 39,806 | $2.0M |
| Financial Architects, LLC | 0.96% | Add +13.0% | 39,715 | $2.0M |
| Commerce Bank | 0.01% | Reduce -0.5% | 39,652 | $2.0M |
| Allen Capital Group, LLC | 0.16% | Add +7.5% | 39,316 | $2.0M |
| Compass Financial Group, INC | 0.23% | Add +4.1% | 39,113 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.13% | Add +4.7% | 38,641 | $2.0M |
| Mill Capital Management, LLC | 0.13% | No change | 38,477 | $1.9M |
| Note Advisors, LLC | 0.84% | Add +8.4% | 38,465 | $1.9M |
| Miller Capital Partners, Inc. | 0.76% | Reduce -1.6% | 38,325 | $1.9M |
| Asset Allocation Strategies LLC | 0.30% | Add +43.9% | 38,251 | $1.9M |
| Align Financial, LLC | 0.96% | No change | 38,200 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.12% | Add +12.4% | 38,128 | $1.9M |
| Surience Private Wealth LLC | 1.68% | Reduce -8.5% | 37,690 | $1.9M |
| Black Diamond Financial, LLC | 0.17% | Reduce -17.6% | 37,437 | $1.9M |
| Insigneo Advisory Services, LLC | 0.07% | Add +8.3% | 37,283 | $1.9M |
| Cascade Wealth Advisors, Inc | 0.75% | Add +63.8% | 37,460 | $1.9M |
| Silverlake Wealth Management LLC | 0.36% | Add +0.8% | 36,856 | $1.9M |
| Integrity Wealth Solutions LLC | 0.68% | Reduce -1.4% | 36,610 | $1.9M |
| Perryman Financial Advisory Inc. | 0.25% | Add +0.6% | 36,550 | $1.8M |
| Brighton Jones LLC | 0.03% | Reduce -14.3% | 36,500 | $1.8M |
| Prestige Wealth Management Group LLC | 0.34% | Reduce -17.5% | 36,481 | $1.8M |
| Disciplined Investments, LLC | 0.59% | Add +12.7% | 36,095 | $1.8M |
| GSG Advisors LLC | 0.40% | Add +0.6% | 36,080 | $1.8M |
| Navalign, LLC | 0.43% | Add +1.0% | 36,067 | $1.8M |
| Private Trust Co. NA | 0.15% | Reduce -3.0% | 35,914 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -3.6% | 35,792 | $1.8M |
| HUB Investment Partners, LLC | 0.03% | Reduce -14.6% | 35,378 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Add +131.4% | 35,097 | $1.8M |
| First National Bank of Omaha | 0.05% | Reduce -0.6% | 34,986 | $1.8M |
| Evansbrook LLC | 1.05% | No change | 34,960 | $1.8M |
| Brucke Financial, Inc. | 0.78% | Add +15.6% | 34,913 | $1.8M |
| Highline Wealth Partners LLC | 0.36% | Reduce -0.8% | 34,812 | $1.8M |
| Pacific Point Advisors, LLC | 0.80% | No change | 34,678 | $1.8M |
| Stone Summit Wealth LLC | 0.44% | Add +13.5% | 34,644 | $1.8M |
| Family Manage LLC | 0.18% | Add +9.4% | 34,602 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -18.5% | 34,235 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -21.6% | 34,164 | $1.7M |
| Tenet Wealth Partners, LLC | 1.28% | — | 34,745 | $1.7M |
| Continuum Advisory, LLC | 0.14% | Add +3.8% | 34,116 | $1.7M |
| Bluestem Financial Advisors, LLC | 0.60% | Add +13.2% | 34,086 | $1.7M |
| Agate Pass Investment Management, LLC | 0.63% | Add +31.8% | 33,989 | $1.7M |
| Coastline Trust Co | 0.15% | Reduce -23.2% | 33,904 | $1.7M |
| Carolina Wealth Management Inc | 0.79% | — | 33,876 | $1.7M |
| Access Financial Services, Inc. | 0.56% | Add +26.4% | 33,810 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.53% | Add +15.8% | 33,791 | $1.7M |
| Ssa Swiss Advisors AG | 0.64% | Reduce -7.9% | 33,592 | $1.7M |
| Sfmg, LLC | 0.10% | Add +0.8% | 33,561 | $1.7M |
| Sound Portfolio Advisors, LLC | 1.19% | New | 33,144 | $1.7M |
| Curtis Wealth Management LLC | 1.42% | Add +6.9% | 33,144 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +6.6% | 33,115 | $1.7M |
| W Advisors, LLC | 0.76% | Add +35.3% | 32,933 | $1.7M |
| Regal Investment Advisors LLC | 0.09% | Reduce -1.5% | 32,726 | $1.7M |
| Busey Bank | 0.04% | Reduce -10.8% | 32,569 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.10% | No change | 32,519 | $1.6M |
| TSA Wealth Managment LLC | 0.46% | Add +0.1% | 32,489 | $1.6M |
| Sepio Capital, LP | 0.08% | Reduce -16.9% | 32,488 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +192.6% | 32,457 | $1.6M |
| Everhart Financial Group, Inc. | 0.10% | Add +1.1% | 32,128 | $1.6M |
| Greenspring Advisors, LLC | 0.09% | Add +9.7% | 31,971 | $1.6M |
| CWS Financial Advisors, LLC | 0.36% | Add +234.9% | 31,968 | $1.6M |
| Bernicke Wealth Management, Ltd. | 0.19% | Add +3.2% | 31,862 | $1.6M |
| GEN Financial Management, INC. | 0.97% | Reduce -13.3% | 31,765 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.19% | Add +4.8% | 31,731 | $1.6M |
| Lincoln Capital Corp. | 0.52% | Add +2.0% | 31,589 | $1.6M |
| Epiq Partners, LLC | 0.69% | Reduce -0.9% | 31,412 | $1.6M |
| FC Advisory LLC | 0.42% | Reduce -1.5% | 31,345 | $1.6M |
| Phillips Financial Management, LLC | 0.12% | Reduce -25.5% | 31,280 | $1.6M |
| Hudson Oak Wealth Advisory LLC | 1.20% | Reduce -1.0% | 30,746 | $1.6M |
| Rare Wolf Capital LLC | 0.99% | Add +4.4% | 30,607 | $1.5M |
| Pacific Excel Wealth Advisors, Inc. | 0.60% | New | 30,427 | $1.5M |
| Heritage Family Offices, LLP | 0.59% | Add +43.9% | 30,427 | $1.5M |
| Cyr Financial Inc. | 0.80% | Add +8.6% | 30,273 | $1.5M |
| Integrated Wealthcare, LLC | 1.14% | Add +1.6% | 30,058 | $1.5M |
| LJI Wealth Management, LLC | 0.21% | Add +1.8% | 30,004 | $1.5M |
| Strategic Financial Services, Inc. | 0.07% | No change | 29,650 | $1.5M |
| HighPoint Advisor Group LLC | 0.05% | Reduce -45.2% | 29,611 | $1.5M |
| Fiduciary Alliance LLC | 0.10% | No change | 29,584 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +10.9% | 29,697 | $1.5M |
| Oak Wealth Advisors LLC | 0.71% | Reduce -0.7% | 29,449 | $1.5M |
| Compass Planning Associates Inc | 0.80% | Add +70.8% | 29,364 | $1.5M |
| SP Asset Management LLC | 0.12% | Reduce -26.3% | 29,292 | $1.5M |
| Intergy Private Wealth, LLC | 0.34% | Add +2.0% | 29,284 | $1.5M |
| Cornerstone Financial Management LLC | 1.19% | Reduce -0.5% | 29,248 | $1.5M |
| Breakwater Investment Management | 0.50% | Add +5.8% | 29,214 | $1.5M |
| Compass Ion Advisors, LLC | 0.13% | Add +12.1% | 29,080 | $1.5M |
| Advus Financial Partners, LLC | 0.33% | Add +71.1% | 28,889 | $1.5M |
| SmartHarvest Portfolios, LLC | 0.47% | Add +1.5% | 28,812 | $1.5M |
| Presilium Private Wealth, LLC | 0.22% | Add +4.5% | 28,767 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +114.6% | 28,521 | $1.4M |
| Schwallier Wealth Management LLC | 0.91% | Add +43.6% | 28,517 | $1.4M |
| Columbus Macro, LLC | 0.14% | Add +0.0% | 28,515 | $1.4M |
| Bernardo Wealth Planning LLC | 0.24% | Reduce -0.7% | 28,320 | $1.4M |
| A4 Wealth Advisors LLC | 0.97% | Add +55.4% | 28,319 | $1.4M |
| Hanover Advisors Inc. | 0.51% | No change | 28,186 | $1.4M |
| Centurion Wealth Management LLC | 0.34% | Add +0.8% | 28,172 | $1.4M |
| Hoxton Planning & Management, LLC | 0.37% | Add +5.0% | 28,060 | $1.4M |
| Alhambra Investment Management LLC | 0.61% | Add +0.9% | 27,817 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -5.6% | 27,785 | $1.4M |
| Quantum Financial Partners LLC | 0.72% | — | 27,741 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +18.4% | 27,699 | $1.4M |
| River's Edge Wealth Management, LLC | 1.23% | Add +6.0% | 27,855 | $1.4M |
| Clearview Wealth Management LLC | 0.89% | Add +0.0% | 27,366 | $1.4M |
| Coquina Private Wealth LLC | 0.94% | Add +0.4% | 27,233 | $1.4M |
| Crabel Capital Management, LLC | 1.00% | New | 27,144 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.26% | Add +1.3% | 27,098 | $1.4M |
| Karpus Management, Inc. | 0.04% | No change | 27,022 | $1.4M |
| Central Pacific Bank - Trust Division | 0.14% | New | 26,930 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -17.2% | 26,924 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.13% | Add +2.2% | 26,772 | $1.4M |
| Legacy Advisors, LLC | 0.13% | Reduce -3.5% | 26,741 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +1.3% | 26,652 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Add +51.5% | 26,643 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +34.6% | 26,536 | $1.3M |
| Lansing Street Advisors | 0.29% | Reduce -3.6% | 26,461 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +45.3% | 26,352 | $1.3M |
| LVW Advisors, LLC | 0.11% | Reduce -5.8% | 26,276 | $1.3M |
| Burling Wealth Partners, LLC | 0.19% | Reduce -7.8% | 26,164 | $1.3M |
| Eagle Global Advisors LLC | 0.04% | Add +2.0% | 26,050 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +10231.8% | 26,036 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -6.6% | 25,746 | $1.3M |
| Tenzing Financial LLC | 0.89% | Reduce -6.7% | 25,763 | $1.3M |
| HHM Wealth Advisors, LLC | 0.13% | Reduce -0.6% | 25,741 | $1.3M |
| Twele Capital Management, Inc. | 0.21% | Reduce -29.3% | 25,629 | $1.3M |
| Scott Capital Advisors, LLC | 0.20% | Add +14.1% | 25,459 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Add +125.3% | 25,349 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -11.7% | 25,330 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.51% | No change | 25,000 | $1.3M |
| Harbour Investment Management LLC | 0.65% | No change | 24,945 | $1.3M |
| GC Wealth Management RIA, LLC | 0.07% | Add +24.0% | 24,925 | $1.3M |
| Center for Financial Planning, Inc. | 0.12% | No change | 24,849 | $1.3M |
| Encompass Wealth Advisors, LLC | 0.38% | No change | 24,820 | $1.3M |
| James Investment Research, Inc. | 0.13% | No change | 24,791 | $1.3M |
| Human Investing LLC | 0.16% | Add +19.1% | 24,741 | $1.3M |
| Bouchey Financial Group, Ltd. | 0.08% | Add +4.9% | 24,709 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.16% | Add +2.6% | 24,677 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 24,515 | $1.2M |
| Stevens Capital Partners | 0.24% | Reduce -49.6% | 24,456 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +1.3% | 24,312 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.32% | Add +1.9% | 24,259 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.24% | Add +7.8% | 24,303 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.8% | 24,215 | $1.2M |
| Opal Wealth Advisors, LLC | 0.26% | Add +18.5% | 24,145 | $1.2M |
| BLB&B Advisors, LLC | 0.04% | No change | 24,130 | $1.2M |
| Bienville Capital Management, LLC | 0.18% | New | 24,050 | $1.2M |
| Veracity Capital LLC | 0.33% | No change | 24,020 | $1.2M |
| 5T Wealth, LLC | 0.45% | Reduce -9.7% | 23,989 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +20.0% | 23,977 | $1.2M |
| LCW Services, LLC | 0.53% | Reduce -11.7% | 23,938 | $1.2M |
| Cypress Wealth Services, LLC | 0.15% | Add +16.0% | 23,833 | $1.2M |
| Sierra Capital LLC | 0.12% | New | 23,830 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +11.0% | 23,803 | $1.2M |
| First Pacific Financial | 0.14% | Reduce -9.2% | 23,796 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.30% | Add +0.7% | 23,780 | $1.2M |
| GAMMA Investing LLC | 0.04% | Add +28.3% | 23,599 | $1.2M |
| Choreo, LLC | 0.01% | Add +26.4% | 23,465 | $1.2M |
| Fiduciary Wealth Partners, LLC | 0.65% | Add +12.5% | 23,452 | $1.2M |
| Prospera Capital Management, LLC | 0.37% | No change | 23,348 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -14.8% | 23,323 | $1.2M |
| Wealth Alliance Advisory Group, LLC | 0.17% | No change | 23,282 | $1.2M |
| XTX Topco Ltd | 0.02% | Add +3.0% | 23,232 | $1.2M |
| WBH Advisory Inc. | 0.08% | Add +3.6% | 23,144 | $1.2M |
| TriaGen Wealth Management LLC | 0.29% | No change | 23,096 | $1.2M |
| Tenon Financial LLC | 0.38% | Add +6.1% | 23,085 | $1.2M |
| Rossby Financial, LCC | 0.21% | Add +4.8% | 23,019 | $1.2M |
| Root Financial Partners, LLC | 0.04% | Add +2.4% | 22,896 | $1.2M |
| Breakwater Capital Group | 0.14% | Reduce -2.7% | 22,806 | $1.2M |
| Carter Financial Group, INC. | 0.60% | Add +12.2% | 22,799 | $1.2M |
| Park Place Capital Corp | 0.18% | Add +0.8% | 22,772 | $1.2M |
| CFO4Life Group, LLC | 0.15% | Add +0.3% | 22,647 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +38.0% | 22,642 | $1.1M |
| Perennial Advisors, LLC | 0.18% | Reduce -1.7% | 22,597 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Add +18.1% | 22,565 | $1.1M |
| Navigate Wealth Management, LLC | 0.71% | Add +14.8% | 22,705 | $1.1M |
| XML Financial, LLC | 0.08% | Add +99.1% | 22,380 | $1.1M |
| Life Planning Partners, Inc | 0.84% | Reduce -7.0% | 22,291 | $1.1M |
| WealthShield Partners, LLC | 0.17% | Reduce -11.0% | 22,124 | $1.1M |
| Triad Wealth Partners, LLC | 0.07% | Add +71.6% | 22,571 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | No change | 22,050 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +25.7% | 21,879 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.47% | No change | 21,809 | $1.1M |
| Norden Group LLC | 0.09% | Reduce -0.1% | 21,696 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 21,675 | $1.1M |
| Farrell Financial LLC | 0.59% | Add +0.8% | 21,488 | $1.1M |
| Canopy Partners, LLC | 0.33% | Reduce -8.5% | 21,487 | $1.1M |
| Accredited Investor Services, LLC | 0.61% | Add +4.4% | 21,448 | $1.1M |
| Daybright Advisory Services, Inc. | 0.26% | Add +1.1% | 21,825 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.29% | Reduce -25.2% | 21,338 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -11.1% | 21,283 | $1.1M |
| Boyd Wealth Management, LLC | 0.41% | Reduce -19.2% | 21,259 | $1.1M |
| KRM Wealth Management L.L.C. | 0.47% | Add +2.3% | 21,228 | $1.1M |
| PKS Advisory Services, LLC | 0.17% | Add +18.1% | 21,161 | $1.1M |
| Cutler Investment Counsel LLC | 0.10% | No change | 21,144 | $1.1M |
| Donalies Financial Planning, LLC | 0.78% | Add +41.6% | 21,056 | $1.1M |
| Aviance Capital Partners, LLC | 0.11% | Reduce -17.4% | 20,964 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -11.0% | 20,962 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.34% | Add +9.4% | 20,949 | $1.1M |
| Apeiron RIA LLC | 0.27% | Reduce -49.2% | 20,672 | $1.0M |
| Fiduciary Financial Group, LLC | 0.12% | Add +57.7% | 20,371 | $1.0M |
| Columbia Bank | 0.23% | No change | 20,330 | $1.0M |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -3.0% | 20,312 | $1.0M |
| Carter Financial, LLC | 0.77% | No change | 20,273 | $1.0M |
| LifeGoal Investments, LLC | 0.47% | Reduce -6.7% | 20,248 | $1.0M |
| Bristlecone Value Partners, LLC | 0.82% | Add +5.7% | 20,188 | $1.0M |
| Wolff Financial Management LLC | 0.20% | Add +0.5% | 20,147 | $1.0M |
| Evergreen Advisors, LLC | 0.22% | No change | 20,050 | $1.0M |
| Community Trust & Investment Co. | 0.05% | New | 19,982 | $1.0M |
| Checchi Capital Advisers, LLC | 0.06% | No change | 19,860 | $1.0M |
| Dimension Capital Management LLC | 0.12% | No change | 19,840 | $1.0M |
| Occidental Asset Management, LLC | 0.10% | Add +48.1% | 19,836 | $1.0M |
| ABLE Financial Group, LLC | 0.17% | Reduce -1.9% | 19,726 | $998K |
| Evolution Advisers, Inc. | 0.36% | Add +0.3% | 19,636 | $993K |
| BDFS Capital LLC | 0.43% | Add +86.1% | 19,575 | $990K |
| Taylor Hoffman Capital Management LLC | 0.24% | No change | 19,530 | $988K |
| Journey Beyond Wealth, LLC | 0.77% | Reduce -0.7% | 19,440 | $983K |
| Brio Consultants, LLC | 0.11% | Add +50.3% | 19,368 | $980K |
| Revisor Wealth Management LLC | 0.23% | Reduce -19.7% | 19,230 | $973K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Reduce -1.3% | 19,220 | $972K |
| Kathmere Capital Management, LLC | 0.05% | No change | 19,217 | $972K |
| Silver Coast Investments LLC | 0.29% | Add +8.4% | 19,195 | $971K |
| Smithbridge Asset Management Inc. | 0.13% | No change | 19,145 | $968K |
| Lockerman Financial Group, Inc. | 1.47% | No change | 19,040 | $963K |
| Seaside Wealth Management, Inc. | 0.24% | Add +0.2% | 19,021 | $962K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -5.5% | 18,980 | $960K |
| WPG Advisers, LLC | 0.56% | Reduce -1.5% | 18,914 | $957K |
| EPG Wealth Management LLC | 0.23% | Add +1.2% | 18,838 | $953K |
| Kastel Capital Advisors, LLC | 0.60% | New | 19,097 | $953K |
| Valley Forge Investment Consultants Inc. Adv | 0.25% | Reduce -17.7% | 18,814 | $952K |
| StoneX Group Inc. | 0.04% | Add +33.2% | 18,806 | $951K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +1.6% | 18,732 | $947K |
| Integrity Advisory Solutions, LLC | 0.10% | Add +11.6% | 18,693 | $945K |
| Mma Asset Management LLC | 0.30% | Add +4.1% | 18,649 | $943K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -0.0% | 18,613 | $941K |
| Range Advisory, LLC | 0.11% | Add +75.1% | 18,478 | $935K |
| Elevate Wealth Advisory, Inc. | 0.53% | Add +1.2% | 18,240 | $923K |
| Stirlingshire Investments, Inc. | 0.68% | Reduce -0.7% | 18,156 | $918K |
| Ballast Rock Private Wealth LLC | 0.42% | Reduce -0.9% | 18,130 | $917K |
| Factor Wealth Management LTD | 0.14% | Add +0.8% | 18,095 | $915K |
| Summit Asset Management, LLC | 0.12% | New | 18,008 | $911K |
| Hudock, Inc. | 0.12% | Add +0.6% | 17,929 | $907K |
| Andrews Advisory Associates, LLC | 0.43% | Add +41.7% | 17,585 | $889K |
| Copper Harbor Investment Advisors, LLC | 0.19% | — | 17,480 | $884K |
| Integrity Investment Advisors, LLC | 0.38% | Reduce -23.4% | 17,451 | $883K |
| Peak Retirement Planning, Inc. | 0.14% | Reduce -11.0% | 17,446 | $882K |
| MCF Advisors LLC | 0.03% | Add +29.2% | 17,423 | $881K |
| HORAN Wealth, LLC | 0.11% | Add +0.4% | 17,288 | $874K |
| Charles Schwab Trust Co | 0.05% | No change | 17,211 | $871K |
| Flputnam Investment Management Co. | 0.01% | Reduce -21.4% | 17,199 | $870K |
| Parsons Capital Management Inc. | 0.04% | Add +3.0% | 17,188 | $869K |
| AdvisorNet Financial, Inc | 0.04% | Add +2.5% | 17,153 | $868K |
| Wesbanco Bank Inc. | 0.02% | Add +32.3% | 17,096 | $865K |
| Silver Grove Financial Group, Inc. | 0.47% | Add +130.1% | 17,057 | $863K |
| Ethos Financial Group, LLC | 0.06% | No change | 16,905 | $855K |
| Apex Wealth Management, LLC | 0.52% | Add +179.5% | 16,799 | $850K |
| Seeds Investor LLC | 0.09% | Reduce -25.7% | 16,784 | $849K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.4% | 16,777 | $849K |
| W.H. Cornerstone Investments Inc. | 0.48% | Reduce -0.7% | 16,698 | $845K |
| Level Four Advisory Services, LLC | 0.02% | Add +41.3% | 16,510 | $835K |
| Chilton Investment Co. Inc. | 0.02% | No change | 16,460 | $833K |
| Blankinship & Foster, LLC | 0.17% | Add +0.5% | 16,400 | $830K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 16,384 | $827K |
| Ponta Wealth Partners, LLC | 0.44% | Add +10.4% | 16,298 | $824K |
| Keener Financial Planning LLC | 0.29% | Add +6.9% | 16,301 | $824K |
| Cypress Point Wealth Management, LLC | 0.17% | No change | 16,272 | $823K |
| Southland Equity Partners LLC | 0.14% | No change | 16,209 | $820K |
| OMNI 360 Wealth, Inc. | 0.38% | Add +6.6% | 16,166 | $818K |
| PFG Investments, LLC | 0.03% | Reduce -3.8% | 16,127 | $816K |
| Conscious Wealth Investments, LLC | 0.42% | Add +22.1% | 16,283 | $813K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -15.7% | 16,113 | $812K |
| Keating Financial Advisory Services, Inc. | 0.11% | Add +20.3% | 16,013 | $810K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -0.1% | 15,984 | $808K |
| Allegiance Financial Group Advisory Services LLC | 0.14% | Add +5.0% | 15,894 | $804K |
| Wetzel Investment Advisors, Inc. | 0.28% | Add +1.2% | 15,707 | $794K |
| J. Derek Lewis & Associates Inc. | 0.15% | No change | 15,704 | $794K |
| FLC Capital Advisors | 0.13% | Add +3.2% | 15,571 | $788K |
| SVRN Asset Management, LLC | 0.40% | Reduce -4.9% | 15,569 | $787K |
| Veridan Wealth LLC | 0.27% | Reduce -14.0% | 15,535 | $786K |
| Cedar Mountain Advisors, LLC | 0.14% | No change | 15,516 | $785K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.8% | 15,449 | $781K |
| Baker Tilly Wealth Management, LLC | 0.17% | No change | 15,363 | $777K |
| Veery Capital, LLC | 0.21% | Add +0.7% | 15,349 | $776K |
| Tribridge Partners Financial LLC | 0.30% | Add +11.8% | 15,594 | $775K |
| Ariston Services Group | 0.43% | Add +0.0% | 15,279 | $773K |
| Ascent Wealth Partners, LLC | 0.08% | Add +2.0% | 15,276 | $773K |
| Peak Wealth Management LLC | 0.54% | Add +35.4% | 15,182 | $768K |
| Davis Wealth Advisors, LLC | 0.59% | Reduce -4.6% | 15,154 | $766K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.6% | 15,035 | $760K |
| Evernest Financial Advisors, LLC | 0.16% | Reduce -2.8% | 14,985 | $758K |
| Sigma Planning Corp | 0.02% | Reduce -43.6% | 14,973 | $757K |
| Peregrine Asset Advisers, Inc. | 0.16% | Reduce -1.5% | 14,886 | $753K |
| Hassell Wealth Management, LLC | 0.23% | Reduce -81.6% | 14,903 | $749K |
| Faithward Advisors, LLC | 0.09% | Add +20.9% | 14,783 | $748K |
| Hengehold Capital Management LLC | 0.06% | Add +5.0% | 14,781 | $748K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +23.5% | 14,745 | $746K |
| CVA Family Office, LLC | 0.07% | Reduce -9.6% | 14,608 | $739K |
| Sovereign Financial Group, Inc. | 0.11% | Add +30.0% | 14,544 | $736K |
| Hilltop Partners LLC | 0.18% | Reduce -25.5% | 14,512 | $734K |
| Ryan Investment Management, Inc. | 0.33% | New | 14,501 | $733K |
| Roundview Capital LLC | 0.04% | No change | 14,495 | $733K |
| Englebert Financial Advisers, LLC | 0.72% | Reduce -2.5% | 14,414 | $729K |
| Roman Butler Fullerton & Co. | 0.17% | Add +7.7% | 14,414 | $725K |
| Ade, LLC | 0.30% | Add +4.3% | 14,212 | $719K |
| Cassady Wealth & Retirement Planning, LLC | 0.33% | Reduce -26.5% | 14,128 | $715K |
| Maripau Wealth Management LLC | 0.25% | New | 14,119 | $714K |
| Callan Family Office, LLC | 0.01% | No change | 14,056 | $711K |
| Camden National Bank | 0.09% | No change | 13,989 | $708K |
| Bravera Wealth | 0.27% | Add +50.1% | 13,934 | $705K |
| Sightline Wealth Advisors, LLC | 0.26% | Add +35.8% | 13,927 | $704K |
| Embree Financial Group | 0.07% | Add +0.8% | 13,802 | $698K |
| Founders Financial Securities LLC | 0.04% | Reduce -3.4% | 13,730 | $694K |
| Polaris Investment Advisors, LLC | 0.44% | Add +0.6% | 13,705 | $693K |
| Bond & Devick Financial Network, Inc. | 0.17% | Reduce -9.7% | 13,649 | $690K |
| Red Reef Advisors LLC | 0.64% | No change | 13,647 | $690K |
| Slow Capital, Inc. | 0.08% | New | 13,616 | $689K |
| Icon Wealth Advisors, LLC | 0.04% | Add +43.8% | 13,515 | $684K |
| Caldwell Trust Co | 0.06% | Add +8.0% | 13,482 | $682K |
| Paladin Advisory Group, LLC | 0.45% | Add +0.4% | 13,466 | $681K |
| Richardson Financial Services Inc. | 0.39% | No change | 13,449 | $680K |
| Midwest Financial Partners Investments, Inc. | 0.28% | Add +20.5% | 13,434 | $679K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +2.9% | 13,417 | $679K |
| Berman McAleer LLC | 0.08% | Add +27.5% | 13,321 | $674K |
| FF Advisors,LLC | 0.25% | Reduce -26.5% | 13,273 | $671K |
| Private Wealth Asset Management, LLC | 0.06% | Reduce -13.1% | 13,252 | $670K |
| Benchmark Financial, LLC | 0.55% | Add +0.6% | 13,237 | $670K |
| OneAscent Financial Services LLC | 0.03% | Add +6.2% | 13,183 | $667K |
| Lebenthal Global Advisors, LLC | 0.09% | Reduce -5.5% | 13,181 | $667K |
| Jackson, Grant Investment Advisers, Inc. | 0.21% | Reduce -1.0% | 13,139 | $665K |
| Cypress Financial Planning LLC | 0.16% | Add +14.7% | 13,073 | $661K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +1.8% | 13,043 | $660K |
| WCG Wealth Advisors LLC | 0.02% | Add +12.1% | 13,033 | $659K |
| Keel Point, LLC | 0.04% | Add +114.5% | 12,997 | $657K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.4% | 12,994 | $657K |
| American National Bank & Trust | 0.06% | Reduce -3.1% | 12,947 | $655K |
| West Michigan Advisors, LLC | 0.12% | Add +22.2% | 12,946 | $655K |
| Hyundai Investments Co., Ltd. | 0.71% | Add +43.9% | 12,923 | $654K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +6.2% | 12,919 | $653K |
| HT Partners LLC | 0.18% | No change | 12,904 | $653K |
| Westshore Wealth, LLC | 0.20% | Reduce -18.8% | 12,876 | $651K |
| Omega Advisors (Leon Cooperman) | 0.02% | No change | 12,876 | $651K |
| Stordahl Capital Management, Inc. | 0.12% | Add +1.0% | 12,843 | $650K |
| NewSquare Capital LLC | 0.05% | Add +1.9% | 12,832 | $649K |
| Brand Asset Management Group, Inc. | 0.14% | Add +142.2% | 12,813 | $648K |
| Planning Directions Inc. | 0.30% | Add +0.8% | 12,746 | $645K |
| Haven Private, LLC | 0.24% | Reduce -13.2% | 12,650 | $640K |
| Horizon Investments, LLC | 0.01% | Reduce -51.9% | 12,719 | $640K |
| Lynx Investment Advisory | 0.21% | Add +1.9% | 12,605 | $638K |
| Aspen Wealth Strategies, LLC | 0.31% | No change | 12,602 | $637K |
| Core Wealth Advisors, Inc. | 0.13% | No change | 12,601 | $637K |
| Crews Bank & Trust | 0.08% | Add +3.1% | 12,565 | $636K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +34.8% | 12,487 | $632K |
| Chris Bulman Inc | 0.23% | New | 12,484 | $631K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 12,472 | $631K |
| Neumann Capital Management, LLC | 0.42% | Add +0.8% | 12,436 | $629K |
| Symmetry Partners, LLC | 0.03% | Add +15.5% | 12,425 | $628K |
| Nuveen, LLC | 0.00% | New | 12,394 | $627K |
| Serenity Investment Advisors | 0.27% | Reduce -25.9% | 12,605 | $624K |
| Lodestar Private Asset Management LLC | 0.05% | Add +1.3% | 12,274 | $621K |
| PFW Advisors LLC | 0.18% | No change | 12,140 | $614K |
| Victory Financial Group, LLC | 0.06% | Reduce -0.7% | 12,102 | $612K |
| Strategic Wealth Advisors LLC | 0.52% | Add +6.7% | 12,167 | $611K |
| Sheridan Capital Management, LLC | 0.29% | No change | 12,050 | $609K |
| M. Kulyk & Associates, LLC | 0.10% | Add +10.6% | 11,966 | $605K |
| International Assets Investment Management, LLC | 0.04% | Add +1.5% | 11,969 | $604K |
| Retirement Planning Group, LLC | 0.02% | Reduce -32.6% | 11,943 | $604K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +52.4% | 11,895 | $602K |
| Wealthgarden F.S. LLC | 0.34% | Reduce -15.6% | 11,845 | $599K |
| 4WEALTH Advisors, Inc. | 0.46% | Reduce -0.1% | 11,802 | $598K |
| Synergy Investment Management, LLC | 0.14% | Add +262.5% | 11,936 | $596K |
| ShoreHaven Wealth Partners, LLC | 0.19% | Add +3.1% | 11,783 | $596K |
| First Merchants Corp. | 0.02% | Reduce -28.8% | 11,750 | $594K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.7% | 11,729 | $593K |
| Geneos Wealth Management Inc. | 0.01% | Add +14.2% | 11,722 | $593K |
| Carrera Capital Advisors | 0.09% | Add +4.1% | 11,720 | $593K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +19.2% | 11,711 | $592K |
| Northstar Group, Inc. | 0.08% | Reduce -4.1% | 11,688 | $591K |
| First Commonwealth Financial Corp | 0.08% | No change | 11,682 | $591K |
| Jordan Park Trust Co LLC | 0.41% | No change | 11,604 | $587K |
| Windward Private Wealth Management Inc. | 0.19% | Reduce -4.8% | 11,593 | $586K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -24.8% | 11,539 | $584K |
| Keystone Wealth Services, LLC | 0.11% | Add +0.8% | 11,529 | $583K |
| HSBC Holdings PLC | 0.00% | No change | 11,497 | $582K |
| FSA Advisors, Inc. | 0.27% | New | 11,473 | $579K |
| Bfsg, LLC | 0.05% | Add +14.0% | 11,402 | $577K |
| Valley Financial Group, Inc. | 0.28% | Add +19.5% | 11,351 | $574K |
| Balance Wealth Partners LLC | 0.15% | Reduce -30.1% | 11,313 | $572K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 11,248 | $569K |
| First Citizens Financial Corp | 0.24% | Add +33.2% | 11,152 | $564K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -42.8% | 11,143 | $564K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.6% | 11,055 | $559K |
| First Manhattan Co. Llc. | 0.00% | Reduce -30.3% | 11,049 | $559K |
| Latitude Advisors, LLC | 0.22% | Add +37.0% | 11,039 | $558K |
| Westside Investment Management, Inc. | 0.07% | No change | 11,037 | $558K |
| Barnes Wealth Management Group, Inc | 0.26% | Add +0.7% | 11,028 | $558K |
| Quadrature Capital Ltd | 0.00% | New | 11,014 | $557K |
| IF Advisors, LLC | 0.37% | Reduce -31.3% | 11,000 | $556K |
| City National Bank of Florida | 0.23% | New | 10,976 | $555K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 10,968 | $555K |
| Brookmont Capital Management | 0.30% | New | 10,944 | $554K |
| SouthState Bank Corp | 0.02% | Reduce -1.0% | 10,934 | $553K |
| Northwest Wealth Management, LLC | 0.07% | New | 10,882 | $550K |
| Zacks Investment Management | 0.00% | Add +40.3% | 10,848 | $549K |
| Pacific Park Financial, Inc. | 0.32% | Reduce -8.2% | 10,846 | $549K |
| Broussard Financial Group LLC | 0.44% | Reduce -0.5% | 10,801 | $546K |
| Holos Integrated Wealth LLC | 0.25% | No change | 10,800 | $545K |
| Hyposwiss Advisors SA | 0.51% | No change | 10,736 | $543K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 10,650 | $539K |
| Innovative Asset Advisors Group, LLC | 0.23% | Add +0.2% | 10,609 | $537K |
| WFA of San Diego, LLC | 0.44% | Reduce -14.8% | 10,746 | $536K |
| SpringVest Wealth Management LLC | 0.34% | Add +8.5% | 10,585 | $535K |
| Parallel Advisors, LLC | 0.01% | Add +42.8% | 10,581 | $535K |
| Kintra Wealth, LLC | 0.03% | New | 10,681 | $533K |
| Worth Asset Management, LLC | 0.17% | Reduce -12.6% | 10,454 | $529K |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 10,418 | $527K |
| Trellis Wealth Advisors LLC | 0.18% | Add +4.2% | 10,409 | $526K |
| 3 Factor Indexing, LLC | 0.44% | No change | 10,315 | $522K |
| Hobbs Group Advisors, LLC | 0.14% | Reduce -0.3% | 10,255 | $519K |
| Boxwood Ventures, Inc. | 0.31% | Reduce -50.0% | 10,190 | $515K |
| Southern Michigan Bank & Trust | 0.18% | Reduce -39.0% | 10,127 | $512K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -28.4% | 10,100 | $511K |
| Curbstone Financial Management Corp | 0.09% | No change | 10,050 | $508K |
| Guardsman Private Capital Management, Inc. | 0.35% | Reduce -22.3% | 9,910 | $501K |
| Cedarwood Wealth LLC | 0.38% | Reduce -8.1% | 9,905 | $501K |
| Croban | 0.22% | No change | 9,895 | $500K |
| Inspire Advisors, LLC | 0.03% | New | 9,855 | $498K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -0.2% | 9,847 | $498K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -3.9% | 9,846 | $498K |
| Fiduciary Financial Advisors | 0.05% | New | 9,834 | $497K |
| Shepherd Kaplan Krochuk, LLC | 0.39% | No change | 9,827 | $497K |
| Cannon Wealth Management Services, LLC | 0.27% | New | 9,777 | $495K |
| Uptick Partners, LLC | 0.08% | Add +118.3% | 9,753 | $493K |
| Procyon Advisors, LLC | 0.02% | Reduce -18.2% | 9,737 | $493K |
| Advisory Alpha, LLC | 0.01% | Add +2.5% | 9,698 | $491K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.5% | 9,652 | $488K |
| Hummer Financial Advisory Services Inc | 0.32% | No change | 9,600 | $486K |
| Middleton & Co. Inc. | 0.05% | No change | 9,600 | $486K |
| Birch Financial Group, LLC | 0.25% | Add +16.1% | 9,485 | $480K |
| EnRich Financial Partners LLC | 0.11% | Add +11.4% | 9,475 | $479K |
| Arwa LLC | 0.20% | Add +63.6% | 9,552 | $479K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 9,439 | $477K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.0% | 9,410 | $476K |
| Anchyra Partners LLC | 0.11% | No change | 9,405 | $476K |
| Mayport, LLC | 0.07% | No change | 9,338 | $472K |
| HCR Wealth Advisors | 0.04% | No change | 9,334 | $472K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -48.0% | 9,277 | $469K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.9% | 9,275 | $469K |
| Avestar Capital, LLC | 0.03% | Add +0.0% | 9,227 | $467K |
| Quantum Financial Planning Services, Inc. | 0.14% | Reduce -6.3% | 9,145 | $463K |
| Argonautica Private Wealth Management, Inc. | 0.11% | No change | 9,129 | $462K |
| Traveka Wealth, LLC | 0.15% | Add +5.5% | 9,121 | $461K |
| Landaas & Co. /Wi | 0.08% | Reduce -27.6% | 9,101 | $460K |
| Winebrenner Capital Management LLC | 0.28% | New | 9,047 | $458K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.8% | 9,042 | $457K |
| Operose Advisors LLC | 0.09% | New | 9,030 | $457K |
| New Insight Wealth Advisors | 0.13% | Reduce -11.0% | 9,028 | $457K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | Add +37.3% | 8,977 | $454K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.3% | 8,925 | $451K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +21.6% | 8,918 | $451K |
| Narus Financial Partners, LLC | 0.12% | Reduce -4.3% | 8,864 | $448K |
| Titleist Asset Management, LLC | 0.03% | Reduce -30.2% | 8,764 | $443K |
| Appleton Partners Inc. | 0.03% | New | 8,765 | $443K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 8,668 | $438K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 8,617 | $436K |
| NWF Advisory Services Inc. | 0.04% | Add +0.6% | 8,614 | $436K |
| RMR Wealth Builders | 0.03% | No change | 8,611 | $436K |
| Allstreet Capital Advisors LLC | 0.28% | No change | 8,559 | $433K |
| Burk Holdings LLC | 0.16% | Add +87.1% | 8,402 | $425K |
| Morton Brown Family Wealth, LLC | 0.10% | Add +39.6% | 8,397 | $425K |
| FFT Wealth Management LLC | 0.07% | No change | 8,394 | $425K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -0.6% | 8,366 | $423K |
| Clear Creek Financial Management, LLC | 0.03% | Add +36.1% | 8,331 | $421K |
| Artesa Financial Group, LLC | 0.36% | Add +31.8% | 8,270 | $418K |
| Heritage Wealth Management, Inc. | 0.10% | New | 8,265 | $418K |
| Keystone Financial Group | 0.02% | Add +0.1% | 8,225 | $416K |
| Realta Investment Advisors | 0.13% | Add +22.3% | 8,180 | $414K |
| BCR Wealth Strategies, LLC | 0.12% | No change | 8,130 | $411K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +29.2% | 8,087 | $410K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,085 | $409K |
| Rothschild Wealth LLC | 0.03% | Reduce -75.8% | 8,072 | $408K |
| Long Island Wealth Management, Inc. | 0.17% | Reduce -7.8% | 8,051 | $407K |
| Shepherd Street Advisors LLC | 0.36% | No change | 8,085 | $406K |
| Tandem Financial, LLC | 0.13% | No change | 7,969 | $403K |
| Virtue Asset Management LLC | 0.29% | Add +35.4% | 7,955 | $402K |
| Catalyst Private Wealth, LLC | 0.19% | Add +37.7% | 7,895 | $399K |
| Navigoe, LLC | 0.21% | No change | 7,871 | $398K |
| Wealth Management Resources, Inc. | 0.12% | New | 7,811 | $395K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 7,802 | $395K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -11.7% | 7,755 | $392K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.3% | 7,600 | $384K |
| Roan Capital Partners | 0.32% | Reduce -3.3% | 7,585 | $384K |
| Axis Wealth Partners, LLC | 0.18% | Add +29.9% | 7,569 | $383K |
| JB Capital LLC | 0.01% | New | 7,540 | $381K |
| Northland Capital Management LLC | 0.21% | Add +40.4% | 7,527 | $381K |
| Kane Co Wealth Management, Inc. | 0.29% | Reduce -16.7% | 7,500 | $379K |
| Patron Partners, LLC | 0.15% | Reduce -4.3% | 7,484 | $379K |
| Hershey Financial Advisers, LLC | 0.27% | Add +22.4% | 7,466 | $378K |
| Confluence Wealth Services, Inc. | 0.01% | New | 7,464 | $378K |
| True North Advisors, LLC | 0.04% | Reduce -35.0% | 7,430 | $376K |
| IRON Financial LLC | 0.15% | Add +0.8% | 7,416 | $375K |
| Wealth Management Nebraska | 0.03% | No change | 7,397 | $374K |
| Nilsine Partners, LLC | 0.03% | Add +3.0% | 7,349 | $372K |
| Erickson Financial Group, LLC | 0.20% | No change | 7,261 | $367K |
| COFG Advisors, LLC | 0.06% | Reduce -56.4% | 7,232 | $366K |
| Wood Tarver Financial Group, LLC | 0.09% | No change | 7,232 | $365K |
| Granite Bay Wealth Management, LLC | 0.03% | New | 7,224 | $365K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Add +38.5% | 7,208 | $365K |
| Hollencrest Capital Management | 0.02% | Reduce -14.0% | 7,200 | $364K |
| PlanVest Financial, Inc | 0.24% | Reduce -15.1% | 7,173 | $363K |
| Kirkwood Financial Services | 0.10% | Add +0.3% | 7,167 | $363K |
| Endeavor Private Wealth, Inc. | 0.09% | Add +0.1% | 7,159 | $362K |
| Progressive Investment Management Corp | 0.08% | Add +9.3% | 7,123 | $360K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.8% | 7,101 | $359K |
| Members Wealth LLC | 0.20% | No change | 7,060 | $357K |
| Wayfinding Financial, LLC | 0.13% | Reduce -0.4% | 6,999 | $354K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.1% | 6,986 | $353K |
| Nabity-Jensen Investment Management Inc | 0.22% | No change | 6,977 | $353K |
| SHP Wealth Management | 0.02% | New | 6,927 | $350K |
| Next Level Wealth Planning, LLC | 0.15% | No change | 6,926 | $350K |
| Signature Equity Partners, LLC | 0.16% | Reduce -37.2% | 6,845 | $346K |
| Liberty Square Wealth Partners LLC | 0.08% | Add +0.0% | 6,820 | $345K |
| Magnus Financial Group LLC | 0.02% | Reduce -9.3% | 6,812 | $345K |
| Northcape Wealth Management, LLC | 0.09% | Reduce -1.4% | 6,808 | $344K |
| Sutton Place Investors LLC | 0.17% | Reduce -14.2% | 6,797 | $344K |
| Verus Capital Partners, LLC | 0.02% | Add +1.6% | 6,779 | $343K |
| Olde Wealth Management, LLC | 0.10% | Reduce -6.9% | 6,765 | $342K |
| Robinswood Financial LLC | 0.10% | Add +31.4% | 6,746 | $341K |
| Maridea Wealth Management LLC | 0.04% | New | 6,739 | $341K |
| Graetz Wealth LLC | 0.27% | Reduce -16.2% | 6,699 | $339K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 6,675 | $338K |
| Westfuller Advisors, LLC | 0.12% | Reduce -2.2% | 6,653 | $337K |
| JMG Financial Group, Ltd. | 0.01% | New | 6,628 | $335K |
| Brookwood Investment Group LLC | 0.04% | Reduce -0.1% | 6,574 | $333K |
| Brighton Securities Corp. | 0.14% | Add +1.8% | 6,510 | $329K |
| Whalen Wealth Management Inc. | 0.15% | Add +13.4% | 6,495 | $329K |
| Mason & Associates Inc | 0.05% | Reduce -16.9% | 6,492 | $328K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -43.6% | 6,434 | $325K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +63.3% | 6,421 | $325K |
| Hayek Kallen Investment Management | 0.10% | Add +6.7% | 6,407 | $324K |
| Accurate Wealth Management, LLC | 0.03% | Add +22.4% | 6,432 | $324K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +9.6% | 6,398 | $324K |
| Sage Rhino Capital LLC | 0.05% | Reduce -84.9% | 6,394 | $323K |
| Cultivar Capital, Inc. | 0.21% | No change | 6,375 | $322K |
| Sterling Wealth Management, Inc. | 0.08% | Add +0.7% | 6,369 | $322K |
| Bill Few Associates, Inc. | 0.07% | No change | 6,334 | $320K |
| Belpointe Asset Management LLC | 0.01% | Reduce -54.6% | 6,305 | $319K |
| Ancora Advisors LLC | 0.01% | No change | 6,261 | $317K |
| Bright Financial Advisors, Inc. | 0.13% | No change | 6,255 | $316K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 6,252 | $316K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -68.4% | 6,207 | $314K |
| BlueChip Wealth Advisors LLC | 0.12% | New | 6,200 | $314K |
| GDS Wealth Management | 0.01% | Reduce -7.0% | 6,198 | $313K |
| Summit Wealth Partners, LLC | 0.04% | Add +18.9% | 6,196 | $313K |
| Founders Grove Wealth Partners, LLC | 0.06% | Reduce -1.1% | 6,190 | $313K |
| Net Worth Advisory Group | 0.08% | Reduce -58.7% | 6,163 | $312K |
| Shah Wealth Advisors, LLC | 0.07% | — | 6,151 | $311K |
| Falcon Wealth Planning | 0.02% | Add +11.1% | 6,130 | $310K |
| Moors & Cabot, Inc. | 0.01% | Reduce -22.0% | 6,117 | $309K |
| American Financial Advisors, LLC | 0.04% | Add +0.3% | 6,023 | $305K |
| Wealth Management Associates, Inc. | 0.08% | Reduce -3.6% | 6,022 | $305K |
| DecisionMap Wealth Management, LLC | 0.17% | Reduce -10.3% | 6,017 | $304K |
| MB Generational Wealth, LLC | 0.15% | Add +0.8% | 6,008 | $304K |
| Activest Wealth Management | 0.06% | Reduce -1.8% | 6,000 | $303K |
| Penobscot Wealth Management | 0.08% | Reduce -42.2% | 5,977 | $302K |
| Trinity Wealth Management, LLC | 0.10% | No change | 5,974 | $302K |
| Leverty Financial Group, LLC | 0.06% | No change | 5,974 | $302K |
| Global Financial Private Client, LLC | 0.08% | No change | 5,968 | $302K |
| Bell Investment Advisors, Inc | 0.04% | Reduce -1.9% | 5,968 | $302K |
| Portfolio Resources Advisor Group, Inc. | 0.26% | New | 6,045 | $302K |
| Paragon Advisors, LLC | 0.06% | New | 5,960 | $301K |
| Rise Advisors, LLC | 0.08% | Add +0.8% | 5,958 | $301K |
| Pandowealth. LLC | 0.25% | Reduce -12.4% | 5,952 | $301K |
| Koesten, Hirschmann & Crabtree, INC. | 0.13% | Reduce -14.7% | 5,940 | $300K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 5,889 | $298K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -16.0% | 5,885 | $298K |
| Wells Financial Advisors INC | 2.76% | No change | 5,880 | $297K |
| Prudent Investors Network, Inc. | 0.06% | New | 5,875 | $297K |
| Perennial Investment Advisors, LLC | 0.02% | New | 5,861 | $296K |
| Keyvantage Wealth, LLC | 0.11% | Reduce -58.9% | 5,860 | $296K |
| Sierra Summit Advisors LLC | 0.03% | New | 5,840 | $295K |
| Dogwood Wealth Management LLC | 0.12% | No change | 5,840 | $295K |
| Rose Capital Advisors LLC | 0.16% | — | 5,827 | $295K |
| Meridian Financial Advisors, LLC | 0.14% | Add +22.9% | 5,789 | $293K |
| Greenup Street Wealth Management LLC | 0.04% | Add +1.3% | 5,752 | $291K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 5,740 | $290K |
| Towerpoint Wealth, LLC | 0.10% | No change | 5,732 | $290K |
| Hill Island Financial LLC | 0.06% | Add +9.2% | 5,721 | $289K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +11.3% | 5,775 | $288K |
| Oakmont Advisory Group, LLC | 0.24% | Add +27.5% | 5,680 | $287K |
| Successful Portfolios LLC | 0.13% | Add +32.4% | 5,698 | $287K |
| IMA Advisory Services, Inc. | 0.02% | Add +45.3% | 5,651 | $286K |
| Summitry LLC | 0.01% | New | 5,630 | $285K |
| Rockland Trust Co. | 0.01% | No change | 5,616 | $284K |
| Pioneer Wealth Management Group | 0.07% | No change | 5,614 | $284K |
| Hills Bank & Trust Co | 0.01% | No change | 5,614 | $284K |
| Accelerate Investment Advisors LLC | 0.16% | Add +10.5% | 5,571 | $282K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,536 | $280K |
| PAX Financial Group, LLC | 0.04% | Add +0.1% | 5,533 | $280K |
| Ameriflex Group, Inc. | 0.11% | New | 5,530 | $280K |
| Sowell Financial Services LLC | 0.01% | Add +21.7% | 5,508 | $279K |
| Verisail Partners, LLC | 0.10% | Add +2.1% | 5,501 | $278K |
| Unify Financial Advisors | 0.26% | New | 5,500 | $278K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.5% | 5,490 | $278K |
| Wick Capital Partners, LLC | 0.04% | Reduce -15.5% | 5,470 | $277K |
| LCNB Corp. | 0.08% | No change | 5,468 | $277K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 5,465 | $276K |
| Intrua Financial, LLC | 0.03% | No change | 5,460 | $276K |
| JHP Wealth Management, LLC | 0.23% | New | 5,447 | $275K |
| Ruggaard & Associates LLC | 0.10% | No change | 5,440 | $275K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +0.7% | 5,438 | $275K |
| Proactive Wealth Strategies LLC | 0.04% | New | 5,430 | $275K |
| Legacy Wealth Managment, LLC | 0.11% | Add +453.4% | 5,423 | $274K |
| Bridgewater Advisors Inc. | 0.01% | Add +0.6% | 5,505 | $273K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -22.7% | 5,377 | $272K |
| Beacon Bridge Wealth Partners, LLC | 0.08% | Reduce -4.0% | 5,332 | $270K |
| National Bank of Canada | 0.00% | Add +93.5% | 5,343 | $269K |
| Accredited Investors Inc. | 0.01% | No change | 5,308 | $268K |
| Abacus Wealth Partners, LLC | 0.03% | New | 5,289 | $268K |
| Colonial Trust Co / SC | 0.03% | Reduce -1.3% | 5,275 | $267K |
| Clear Investment Research, LLC | 0.41% | Add +323.0% | 5,249 | $265K |
| Uhlmann Price Securities, LLC | 0.01% | Add +3.5% | 5,241 | $265K |
| Mokosak Advisory Group, LLC | 0.06% | Add +0.8% | 5,197 | $263K |
| Financial Futures Ltd Liability Co. | 0.10% | New | 5,187 | $262K |
| Kera Capital Partners, Inc. | 0.03% | No change | 5,182 | $262K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -7.6% | 5,235 | $261K |
| Creative Capital Management Investments LLC | 0.06% | No change | 5,133 | $260K |
| Tme Financial, Inc. | 0.16% | Add +0.8% | 5,084 | $257K |
| Condor Capital Management | 0.02% | Add +13.6% | 5,041 | $255K |
| YHB Investment Advisors, Inc. | 0.02% | New | 5,030 | $254K |
| Capital Asset Managemnet, LLC | 0.57% | Add +0.8% | 5,006 | $253K |
| Lodestone Wealth Management LLC | 0.09% | No change | 4,950 | $250K |
| Signaturefd, LLC | 0.00% | Add +904.5% | 4,942 | $250K |
| Briggs Wealth Management, Inc | 0.23% | No change | 4,938 | $250K |
| Perissos Private Wealth Management, LLC | 0.17% | New | 4,935 | $250K |
| Blom & Howell Financial Planning, Inc. | 0.21% | Add +0.3% | 4,928 | $249K |
| Cooksen Wealth, LLC | 0.16% | No change | 4,925 | $249K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 4,914 | $249K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 4,899 | $248K |
| Ni Acquisitions Company, LLC | 0.11% | — | 4,877 | $247K |
| General Partner, Inc. | 0.13% | No change | 4,808 | $243K |
| Guyasuta Investment Advisors Inc. | 0.01% | Add +12.2% | 4,792 | $242K |
| Duncan Williams Asset Management, LLC | 0.05% | Reduce -7.7% | 4,775 | $242K |
| Level Financial Advisors | 0.05% | No change | 4,771 | $241K |
| KPP Advisory Services LLC | 0.03% | No change | 4,764 | $241K |
| Transcendent Capital Group LLC | 0.09% | Reduce -1.3% | 4,743 | $240K |
| Opulen Financial Group LLC | 0.15% | Add +3.3% | 4,719 | $239K |
| Pursuit Wealth Strategies, LLC | 0.31% | Add +1.7% | 4,713 | $238K |
| Basecamp Wealth Advisors LLC | 0.04% | No change | 4,597 | $233K |
| Bison Wealth, LLC | 0.02% | No change | 4,597 | $232K |
| Tsfg, LLC | 0.03% | Add +18.5% | 4,587 | $232K |
| Kanawha Capital Management LLC | 0.01% | No change | 4,544 | $230K |
| Innovative Wealth Building LLC | 0.13% | Add +1.1% | 4,511 | $228K |
| Ritholtz Wealth Management | 0.00% | New | 4,507 | $228K |
| Citizens & Northern Corp. | 0.05% | No change | 4,503 | $228K |
| Delos Wealth Advisors, LLC | 0.12% | Reduce -41.6% | 4,502 | $228K |
| Cadent Capital Advisors, LLC | 0.05% | New | 4,484 | $227K |
| Kendall Capital Management | 0.04% | No change | 4,467 | $226K |
| Kachkovsky & Fisher, Inc. | 0.22% | — | 4,459 | $226K |
| GLR Partners, LLC | 0.10% | Reduce -13.3% | 4,443 | $225K |
| Silver Oak Securities, Incorporated | 0.01% | Add +8.9% | 4,442 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +10.4% | 4,440 | $225K |
| Morton Capital Management LLC | 0.03% | No change | 4,432 | $224K |
| Orca Wealth Management, LLC | 0.13% | New | 4,430 | $224K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +11.6% | 4,428 | $224K |
| Sfm, LLC | 0.11% | No change | 4,426 | $224K |
| Round Rock Advisors LLC | 0.03% | Reduce -31.3% | 4,416 | $223K |
| LexAurum Advisors, LLC | 0.03% | Reduce -66.0% | 4,413 | $223K |
| Belleair Asset Management, LLC | 0.19% | New | 4,390 | $222K |
| Kelly Financial Services LLC | 0.05% | New | 4,376 | $221K |
| Opus Financial Solutions LLC | 0.18% | No change | 4,374 | $221K |
| Tennessee Valley Asset Management Partners | 0.02% | New | 4,370 | $221K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,351 | $220K |
| BCS Wealth Management | 0.04% | No change | 4,344 | $220K |
| Downshift Financial, LLC | 0.10% | Reduce -7.1% | 4,338 | $219K |
| Fortitude Advisory Group L.L.C. | 0.08% | New | 4,314 | $218K |
| Exchange Bank | 0.14% | New | 4,295 | $217K |
| Cora Capital Advisors LLC | 0.06% | Reduce -63.1% | 4,267 | $216K |
| Financial Management Network Inc. | 0.03% | Add +0.8% | 4,268 | $214K |
| Optima Capital LLC | 0.08% | New | 4,173 | $211K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,167 | $211K |
| Aspen Wealth Management LLC | 0.04% | Reduce -22.5% | 4,164 | $211K |
| Arsenal Capital Advisors LLC | 0.12% | Add +0.8% | 4,158 | $210K |
| Hamilton Capital, LLC | 0.01% | New | 4,142 | $210K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | No change | 4,126 | $209K |
| Orcam Financial Group | 0.10% | Reduce -71.8% | 4,120 | $208K |
| Spinnaker Investment Group, LLC | 0.03% | Add +0.3% | 4,087 | $207K |
| Affinity Capital Advisors, LLC | 0.03% | New | 4,084 | $206K |
| Sovran Advisors, LLC | 0.02% | Reduce -18.9% | 4,144 | $206K |
| IVC Wealth Advisors LLC | 0.08% | New | 4,071 | $206K |
| Braun-Bostich & Associates Inc. | 0.11% | Reduce -36.3% | 4,069 | $206K |
| Annex Advisory Services, LLC | 0.00% | Reduce -13.2% | 4,014 | $203K |
| Howard Wealth Management, LLC | 0.07% | New | 4,007 | $203K |
| Clare Market Investments LLC | 0.04% | New | 4,000 | $202K |
| Swmg, LLC | 0.05% | New | 4,019 | $202K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 3,988 | $202K |
| Coppell Advisory Solutions LLC | 0.02% | New | 4,406 | $201K |
| Ketron Financial | 0.06% | New | 3,966 | $201K |
| Financial Perspectives, Inc | 0.05% | No change | 3,921 | $198K |
| Fairscale Capital, LLC | 0.11% | No change | 3,549 | $180K |
| Essential Investment Partners LLC | 0.14% | Add +75.0% | 3,500 | $177K |
| LRI Investments, LLC | 0.01% | Reduce -3.5% | 3,463 | $175K |
| Raffa Wealth Management, LLC | 0.02% | Add +1.4% | 3,463 | $175K |
| Hamrick Investment Counsel, llc | 0.11% | Reduce -37.1% | 3,386 | $171K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 3,284 | $166K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -42.4% | 2,901 | $147K |
| Millstone Evans Group, LLC | 0.08% | Add +4.7% | 2,837 | $143K |
| 10Elms LLP | 0.06% | No change | 2,830 | $143K |
| Financial Network Wealth Advisors LLC | 0.14% | No change | 2,818 | $143K |
| Concord Wealth Partners | 0.02% | Reduce -53.6% | 2,790 | $141K |
| Abound Wealth Management | 0.03% | Add +0.2% | 2,743 | $139K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -27.8% | 2,648 | $134K |
| CENTRAL TRUST Co | 0.00% | Add +1.7% | 2,620 | $133K |
| Evolution Wealth Management Inc. | 0.08% | New | 2,611 | $132K |
| Retirement Wealth Solutions LLC | 0.07% | Add +24.1% | 2,566 | $130K |
| Montag A & Associates Inc. | 0.01% | No change | 2,555 | $129K |
| Versant Capital Management, Inc | 0.01% | Add +0.9% | 2,445 | $124K |
| Centennial Bank | 0.04% | No change | 2,333 | $118K |
| Eastern Bank | 0.00% | No change | 2,287 | $116K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 2,169 | $110K |
| Covestor Ltd | 0.06% | Add +8.6% | 2,156 | $109K |
| Crewe Advisors LLC | 0.01% | No change | 2,035 | $103K |
| Bitterroot Capital Advisors LLC | 0.06% | No change | 2,035 | $103K |
| RHL Group, LLC | 0.08% | New | 1,986 | $101K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 2,000 | $101K |
| Triumph Capital Management | 0.02% | Add +43.2% | 2,000 | $101K |
| Clean Yield Group | 0.02% | No change | 1,974 | $100K |
| Bollard Group LLC | 0.00% | Add +0.8% | 1,894 | $96K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 1,825 | $92K |
| Whittier Trust Co. | 0.00% | No change | 1,807 | $91K |
| IMG Wealth Management, Inc. | 0.05% | Add +55.1% | 1,672 | $85K |
| City Holding Co. | 0.01% | No change | 1,617 | $82K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.1% | 1,581 | $80K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,434 | $73K |
| Bogart Wealth, LLC | 0.00% | Add +3.6% | 1,421 | $72K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 1,407 | $71K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,400 | $71K |
| High Note Wealth, LLC | 0.01% | New | 1,386 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +77.3% | 1,379 | $70K |
| Blue Trust, Inc. | 0.00% | Reduce -0.1% | 1,366 | $69K |
| Birchwood Financial Partners, Inc. | 0.06% | Add +32.5% | 1,352 | $68K |
| Albion Financial Group | 0.00% | No change | 1,298 | $66K |
| Trust Co. of Toledo NA | 0.01% | Reduce -72.5% | 1,250 | $63K |
| Oakworth Capital, Inc. | 0.00% | Add +2637.8% | 1,232 | $62K |
| Heritage Wealth Advisors | 0.00% | Reduce -6.2% | 1,208 | $61K |
| JPL Wealth Management, LLC | 0.01% | Add +20.0% | 1,192 | $60K |
| First Financial Corp. | 0.02% | No change | 1,175 | $59K |
| Cromwell Holdings LLC | 0.03% | New | 1,160 | $59K |
| Coston, McIsaac & Partners | 0.01% | Add +0.9% | 1,135 | $57K |
| Hantz Financial Services, Inc. | 0.00% | Add +40.7% | 1,117 | $56K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,100 | $56K |
| LGT Financial Advisors LLC | 0.29% | Add +7.4% | 1,083 | $55K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,081 | $55K |
| Golden State Wealth Management, LLC | 0.01% | Add +59.6% | 1,077 | $55K |
| Security National Bank | 0.01% | No change | 1,058 | $54K |
| City State Bank | 0.01% | Add +6.4% | 1,054 | $53K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,035 | $52K |
| NBH Bank | 0.02% | — | 1,021 | $52K |
| Addison Advisors LLC | 0.02% | Reduce -54.4% | 1,008 | $51K |
| Rossmore Private Capital | 0.00% | No change | 1,000 | $51K |
| Trust Co. of Vermont | 0.00% | — | 990 | $50K |
| Global Trust Asset Management, LLC | 0.01% | No change | 925 | $47K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 900 | $46K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -27.4% | 895 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 867 | $44K |
| Clear Street Group Inc. | 0.00% | New | 850 | $43K |
| Transce3nd, LLC | 0.34% | Reduce -4.2% | 777 | $39K |
| Arlington Trust Co LLC | 0.00% | New | 750 | $38K |
| Nepc LLC | 0.00% | No change | 675 | $34K |
| Dunhill Financial, LLC | 0.01% | Add +28.0% | 636 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | New | 623 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 560 | $28K |
| True Wealth Design, LLC | 0.01% | New | 525 | $27K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 519 | $26K |
| Valley National Advisers Inc. | 0.00% | No change | 511 | $26K |
| Avalon Trust Co | 0.00% | No change | 497 | $25K |
| Wellington-Altus USA Inc. | 0.02% | No change | 500 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | — | 470 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -36.1% | 452 | $23K |
| Pflug Koory, LLC | 0.01% | Add +1.0% | 421 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 357 | $18K |
| Nemes Rush Group LLC | 0.00% | Reduce -47.5% | 330 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -23.8% | 323 | $16K |
| Investors Research Corp | 0.00% | No change | 320 | $16K |
| Anchor Investment Management, LLC | 0.00% | New | 320 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 318 | $16K |
| Robbins Farley | 0.01% | New | 314 | $16K |
| Buck Wealth Strategies, LLC | 0.00% | New | 308 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Add +20.2% | 304 | $15K |
| Networth Advisors, LLC | 0.01% | No change | 304 | $15K |
| Blueline Advisors LLC | 0.01% | Add +0.3% | 295 | $15K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $13K |
| Institute for Wealth Management, LLC. | 0.00% | New | 250 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 230 | $12K |
| Vima LLC | 0.01% | — | 228 | $12K |
| Aspect Partners, LLC | 0.00% | New | 214 | $11K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -28.1% | 187 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 159 | $8K |
| Planning Strategies Inc. | 0.00% | — | 155 | $8K |
| Spurstone Advisory Services, LLC | 0.10% | Add +2720.0% | 141 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 140 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 140 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.7% | 139 | $7K |
| Bayban | 0.00% | No change | 125 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 114 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 108 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 102 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | Add +20.0% | 90 | $5K |
| Graney & King, LLC | 0.00% | No change | 81 | $4K |
| Compass Financial Management LLC | 0.00% | — | 74 | $4K |
| Financial Management Professionals, Inc. | 0.00% | New | 70 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 66 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 65 | $3K |
| Nvwm, LLC | 0.00% | Add +5.7% | 56 | $3K |
| HFM Investment Advisors, LLC | 0.00% | New | 51 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 48 | $2K |
| Community Financial Services Group, LLC | 0.00% | No change | 37 | $2K |
| Strive Financial Group ,LLC | 0.00% | Reduce -89.7% | 23 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | New | 21 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $798 |
| American Capital Advisory, LLC | 0.00% | No change | 12 | $607 |
| LM Advisors LLC | 0.00% | Add +1902.7% | 11,155 | $565 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $51 |
"% 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.