Vanguard Intermediate-Term BBIVETF
13F holders, Q1 2025 (March 31)923holders −10
65new positions
64sold out
1famous investor
$76.54avg. 13F price*
At the end of Q1 2025, 923 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, down 10 from Q4 2024. 65 opened new positions and 64 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Wells Fargo & Company ($938.3M) and Northwestern Mutual Wealth Management Co. ($662.0M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $80.4M |
| Exits | 64 | $162.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,541,370 shares bought and 5,679,446 shares sold, net +12,861,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 923 holders
| Envestnet Asset Management Inc. | 0.45% | Add +7.3% | 18,092,410 | $1.4B |
| Wells Fargo & Company | 0.23% | Reduce -0.0% | 12,254,680 | $938.3M |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +4.1% | 8,645,584 | $662.0M |
| Goldman Sachs Group Inc. | 0.12% | Add +3.1% | 7,972,446 | $610.5M |
| Bank of America Corp. | 0.04% | Add +3.4% | 6,490,969 | $497.0M |
| Morgan Stanley | 0.03% | Add +3.3% | 6,256,439 | $479.1M |
| Beacon Capital Management, Inc. | 22.73% | Add +624.3% | 6,022,945 | $456.7M |
| EP Wealth Advisors, LLC | 3.30% | Add +17.9% | 5,394,520 | $413.1M |
| LPL Financial LLC | 0.13% | Reduce -0.9% | 4,494,250 | $344.1M |
| True Link Financial Advisors, LLC | 25.16% | Add +11.4% | 4,402,823 | $337.1M |
| Ameriprise Financial Inc. | 0.08% | Add +3.9% | 3,930,880 | $300.9M |
| Baird Financial Group, Inc. | 0.50% | Add +5.4% | 3,375,737 | $258.5M |
| Mather Group, Llc. | 2.69% | Add +4.6% | 3,043,243 | $233.0M |
| United Capital Financial Advisors, LLC | 1.91% | Add +9.0% | 2,905,965 | $222.5M |
| Envestnet Portfolio Solutions, Inc. | 0.69% | Add +4.4% | 2,338,550 | $179.1M |
| Osaic Holdings, Inc. | 0.36% | Reduce -19.4% | 2,092,252 | $160.2M |
| Lincoln National Corp. | 4.98% | Add +1.2% | 2,018,868 | $154.6M |
| Tiaa Trust, National Association | 0.46% | Reduce -11.1% | 1,921,928 | $147.2M |
| Royal Bank of Canada | 0.03% | Add +6.3% | 1,909,670 | $146.2M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +3.1% | 1,762,045 | $134.9M |
| Jones Financial Companies LLLP | 0.11% | Add +9.9% | 1,658,980 | $126.8M |
| Mariner, LLC | 0.21% | Add +2.7% | 1,614,483 | $123.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.6% | 1,601,097 | $122.6M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,600,733 | $122.6M |
| Retirement Investment Advisors, Inc. | 12.10% | Add +8.5% | 1,561,229 | $119.5M |
| UBS Group AG | 0.03% | Add +28.0% | 1,483,393 | $113.6M |
| Diana Davis Spencer Foundation | 37.94% | No change | 1,426,000 | $109.2M |
| Bank of New York Mellon Corp | 0.02% | Add +0.7% | 1,328,649 | $101.7M |
| Efficient Advisors, LLC | 6.40% | Add +0.2% | 1,283,302 | $98.3M |
| Comerica Bank | 0.40% | Add +2.3% | 1,257,061 | $96.3M |
| Cetera Investment Advisers | 0.18% | Add +16.7% | 1,185,039 | $90.7M |
| Peapack Gladstone Financial Corp. | 1.20% | Add +11.5% | 1,055,569 | $80.8M |
| Truist Financial Corp. | 0.12% | Add +4.5% | 955,445 | $73.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.9% | 954,044 | $73.1M |
| US Bancorp \de | 0.09% | Reduce -1.4% | 904,759 | $69.3M |
| Wit, LLC | 1.96% | Add +18.1% | 839,603 | $68.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +3.6% | 883,966 | $67.7M |
| BCM Advisors, LLC | 14.87% | Reduce -4.2% | 861,593 | $65.6M |
| Susquehanna International Group, LLP | 0.10% | Add +1960.5% | 812,017 | $62.2M |
| Bank of Montreal | 0.03% | Add +14.0% | 810,553 | $62.1M |
| Cerity Partners LLC | 0.12% | Add +10.7% | 793,116 | $60.7M |
| Vanguard Group Inc. | 0.00% | Add +11.1% | 702,738 | $53.8M |
| Reliant Wealth Planning | 23.57% | Add +2.6% | 674,766 | $51.7M |
| Sage Financial Management Group, Inc. | 18.74% | Add +5.4% | 674,179 | $51.6M |
| Zhang Financial LLC | 2.68% | Add +263.9% | 660,669 | $50.6M |
| Cranbrook Wealth Management, LLC | 11.67% | Add +3.3% | 656,177 | $50.2M |
| Family Investment Center, Inc. | 12.22% | Add +142.2% | 652,901 | $50.0M |
| MML Investors Services, LLC | 0.16% | Add +6.3% | 613,087 | $46.9M |
| Francis Financial, Inc. | 10.70% | Add +8.9% | 574,692 | $44.0M |
| Mfa Wealth Advisors, LLC | 10.67% | Add +2.6% | 563,041 | $43.1M |
| Badgley Phelps Wealth Managers, LLC | 1.01% | Add +2.5% | 545,884 | $41.8M |
| Verus Financial Partners, Inc. | 4.69% | Add +2.3% | 542,936 | $41.2M |
| World Investment Advisors | 1.07% | Add +286.7% | 535,493 | $41.0M |
| Brighton Securities Corp. | 19.69% | Add +11.1% | 527,397 | $40.4M |
| Farther Finance Advisors, LLC | 1.03% | Add +14.8% | 526,783 | $40.3M |
| HighTower Advisors, LLC | 0.05% | Add +17.4% | 517,577 | $39.6M |
| Discipline Wealth Solutions, LLC | 18.37% | Reduce -0.1% | 502,557 | $38.5M |
| Creative Planning | 0.04% | Add +49.6% | 502,421 | $38.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.96% | Reduce -0.1% | 482,257 | $36.9M |
| Everhart Financial Group, Inc. | 5.04% | Add +1869.1% | 481,577 | $36.9M |
| Willow Creek Wealth Management Inc. | 3.57% | Add +1.2% | 478,170 | $36.6M |
| Modera Wealth Management, LLC | 0.49% | Reduce -2.9% | 474,666 | $36.3M |
| Cornerstone Planning Group LLC | 8.64% | Add +4.0% | 476,356 | $36.1M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.0% | 469,660 | $36.0M |
| Cary Street Partners Financial LLC | 1.13% | Reduce -11.1% | 508,805 | $36.0M |
| Cannon Financial Strategists, Inc. | 6.07% | Add +7.7% | 461,713 | $35.4M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 444,836 | $34.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -4.3% | 443,529 | $34.0M |
| Cooper Financial Group | 4.42% | Add +9.5% | 438,548 | $33.6M |
| Burt Wealth Advisors | 8.27% | Add +4.0% | 430,928 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 426,811 | $32.7M |
| Seneschal Advisors, LLC | 27.92% | Reduce -0.8% | 424,754 | $32.5M |
| Wealthfront Advisers LLC | 0.09% | Add +10.8% | 418,947 | $32.1M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +4.4% | 412,421 | $31.6M |
| BetterWealth, LLC | 8.71% | Add +2.1% | 405,438 | $31.0M |
| Carolinas Wealth Consulting LLC | 6.64% | Reduce -0.5% | 403,218 | $30.9M |
| Rosenberg Matthew Hamilton | 7.73% | Add +6.2% | 402,513 | $30.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -5.9% | 402,197 | $30.8M |
| Avior Wealth Management, LLC | 1.13% | Reduce -1.8% | 387,903 | $29.7M |
| Pinkerton Wealth, LLC | 3.78% | Add +6.6% | 380,628 | $29.1M |
| Gordian Advisors LLC | 23.15% | Add +2.7% | 380,584 | $29.1M |
| LVW Advisors, LLC | 3.48% | Add +44.5% | 376,555 | $28.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.67% | Add +16.1% | 356,560 | $27.3M |
| Geneos Wealth Management Inc. | 0.90% | Add +0.7% | 350,018 | $26.8M |
| Roundview Capital LLC | 1.91% | Reduce -1.4% | 345,625 | $26.5M |
| Strategic Advocates LLC | 9.19% | Add +2.3% | 345,535 | $26.5M |
| Private Advisor Group, LLC | 0.16% | Reduce -6.8% | 345,494 | $26.5M |
| Ballentine Capital Advisors, Inc | 12.73% | Add +5.9% | 327,584 | $25.1M |
| First National Bank & Trust Co. of Newtown | 5.21% | Add +0.1% | 323,574 | $24.8M |
| Financial Counselors Inc. | 0.37% | Reduce -19.9% | 322,637 | $24.7M |
| Moisand Fitzgerald Tamayo, LLC | 3.39% | Reduce -24.2% | 319,594 | $24.5M |
| Scott Capital Advisors, LLC | 7.25% | Add +2.0% | 317,359 | $24.3M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +13.5% | 309,435 | $23.7M |
| Greystone Financial Group, LLC | 4.27% | Add +7.8% | 306,982 | $23.5M |
| SMI Advisory Services, LLC | 5.25% | Reduce -17.1% | 304,410 | $23.2M |
| Windward Private Wealth Management Inc. | 9.02% | Add +1.7% | 302,242 | $23.1M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +23.1% | 300,112 | $23.0M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +23.1% | 300,112 | $23.0M |
| Acorn Creek Capital LLC | 11.07% | Add +29.2% | 289,632 | $22.2M |
| Wescott Financial Advisory Group, LLC | 2.24% | Add +13.7% | 282,413 | $21.6M |
| Schiavi & Co LLC | 7.90% | Reduce -1.9% | 281,304 | $21.5M |
| FPC Investment Advisory, Inc. | 14.66% | Add +3.1% | 280,739 | $21.4M |
| Citigroup Inc. | 0.02% | Add +2.8% | 274,195 | $21.0M |
| ForthRight Wealth Management, LLC | 7.02% | Add +2.5% | 273,928 | $21.0M |
| First Merchants Corp. | 0.82% | Add +37.3% | 267,647 | $20.5M |
| Meeder Advisory Services, Inc. | 1.18% | Add +0.2% | 257,909 | $19.7M |
| Brewster Financial Planning LLC | 14.28% | Add +8.8% | 252,335 | $19.3M |
| Betterment LLC | 0.05% | Add +13.3% | 249,003 | $19.1M |
| Consolidated Portfolio Review Corp | 3.05% | Reduce -2.8% | 248,773 | $19.0M |
| American Money Management, LLC | 3.55% | Add +5.2% | 244,254 | $18.7M |
| MAI Capital Management | 0.14% | Add +3.4% | 239,631 | $18.3M |
| Yeomans Consulting Group, Inc. | 7.09% | Add +1.1% | 239,364 | $18.3M |
| Hoge Financial Services, LLC | 12.44% | Add +23.6% | 232,386 | $17.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -21.4% | 234,748 | $17.8M |
| Seeds Investor LLC | 4.99% | Add +7.6% | 232,056 | $17.8M |
| CreativeOne Wealth, LLC | 0.53% | Add +4.1% | 231,119 | $17.7M |
| Smithfield Trust Co | 0.89% | Reduce -8.2% | 230,680 | $17.7M |
| Stephens Inc. | 0.26% | Reduce -10.7% | 230,678 | $17.7M |
| Natixis Advisors, LLC | 0.03% | Add +7.3% | 229,599 | $17.6M |
| Lodestar Private Asset Management LLC | 2.18% | Add +5.0% | 226,125 | $17.3M |
| Human Investing LLC | 2.99% | Add +6.3% | 221,810 | $17.0M |
| Silver Coast Investments LLC | 6.34% | Reduce -2.5% | 218,189 | $16.7M |
| Parkside Financial Bank & Trust | 2.12% | Add +5.8% | 217,120 | $16.6M |
| Heartwood Wealth Advisors LLC | 1.89% | Add +6.7% | 216,065 | $16.5M |
| Townsquare Capital LLC | 0.17% | Reduce -37.7% | 212,874 | $16.3M |
| Capital Insight Partners, LLC | 2.83% | Add +0.4% | 211,557 | $16.2M |
| Flow Traders U.S. LLC | 0.68% | New | 210,880 | $16.1M |
| Bank of Stockton | 5.09% | Reduce -10.0% | 208,816 | $16.0M |
| Certified Advisory Corp | 1.80% | Reduce -7.2% | 207,880 | $15.9M |
| Darrow Company, Inc. | 8.80% | Add +7.4% | 205,978 | $15.8M |
| Montecito Bank & Trust | 2.79% | Add +1.6% | 205,405 | $15.7M |
| &partners | 0.16% | Reduce -1.9% | 192,583 | $14.7M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +238.6% | 187,544 | $14.4M |
| Penserra Capital Management LLC | 0.26% | Add +6.4% | 187,370 | $14.3M |
| NewSquare Capital LLC | 1.17% | Reduce -2.7% | 187,043 | $14.3M |
| NewEdge Advisors, LLC | 0.08% | Add +6.5% | 184,910 | $14.2M |
| Tumwater Wealth Management, LLC | 7.36% | Add +4.6% | 184,162 | $14.1M |
| Allworth Financial LP | 0.08% | Add +0.6% | 184,849 | $14.1M |
| Richmond Brothers, Inc. | 8.70% | Add +154.8% | 179,727 | $13.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 7.78% | Add +10.8% | 178,797 | $13.7M |
| TD Private Client Wealth LLC | 0.38% | Reduce -1.3% | 178,677 | $13.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.0% | 178,003 | $13.6M |
| MBA Advisors LLC | 6.72% | Add +28.7% | 177,208 | $13.6M |
| Clark Asset Management, LLC | 2.27% | Add +8.5% | 176,498 | $13.5M |
| Brown Wealth Management, LLC | 4.64% | Reduce -42.1% | 176,099 | $13.5M |
| CHB Investment Group, LLC | 7.04% | Add +1.7% | 172,993 | $13.2M |
| Associated Banc-Corp | 0.40% | Add +81.5% | 172,364 | $13.2M |
| Conquis Financial LLC | 13.68% | Add +4.4% | 172,090 | $13.2M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +3.4% | 165,456 | $12.7M |
| Lido Advisors, LLC | 0.07% | Add +9.0% | 163,646 | $12.5M |
| FC Advisory LLC | 4.15% | Add +4.4% | 160,341 | $12.3M |
| Pacific Capital Wealth Advisors, Inc. | 2.12% | Reduce -14.2% | 160,294 | $12.3M |
| City State Bank | 4.01% | Add +10.6% | 159,060 | $12.2M |
| Austin Asset Management Co Inc | 2.64% | Add +6.4% | 157,418 | $12.1M |
| Burney Co./ | 0.42% | Reduce -9.7% | 151,481 | $11.6M |
| DAVENPORT & Co LLC | 0.07% | Add +11.5% | 148,122 | $11.3M |
| Mgo One Seven LLC | 0.43% | Add +85.5% | 144,523 | $11.1M |
| Greenup Street Wealth Management LLC | 2.18% | Add +15.0% | 143,736 | $11.0M |
| Fifth Third Bancorp | 0.04% | Reduce -3.6% | 143,117 | $11.0M |
| Asset Management Group, Inc. | 2.01% | Add +1.1% | 142,360 | $10.9M |
| Neumann Capital Management, LLC | 3.76% | Add +10.3% | 141,949 | $10.9M |
| Fiduciary Financial Group, LLC | 2.34% | Add +4.3% | 142,575 | $10.7M |
| M&T Bank Corp | 0.04% | Reduce -1.4% | 140,123 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +20.9% | 139,588 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -20.1% | 139,316 | $10.7M |
| Austin Private Wealth, LLC | 0.94% | Reduce -57.3% | 136,688 | $10.5M |
| Vestmark Advisory Solutions, Inc. | 0.27% | New | 136,343 | $10.4M |
| Brookstone Capital Management | 0.15% | Add +7.2% | 135,140 | $10.3M |
| Stephenson & Company, Inc. | 6.72% | Add +0.1% | 134,979 | $10.3M |
| Sigma Planning Corp | 0.32% | Reduce -0.1% | 132,905 | $10.2M |
| Tillman Hartley LLC | 2.96% | Reduce -5.0% | 132,844 | $10.2M |
| Safir Wealth Advisors, LLC | 7.96% | Add +48.0% | 131,021 | $10.0M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -7.5% | 129,946 | $9.9M |
| Ameritas Investment Partners, Inc. | 0.34% | Add +5.3% | 129,097 | $9.9M |
| Phillips Financial Management, LLC | 0.76% | Reduce -6.6% | 129,033 | $9.9M |
| Gemmer Asset Management LLC | 0.98% | Add +4.2% | 128,613 | $9.8M |
| Retirement Capital Strategies | 3.83% | New | 128,075 | $9.8M |
| MA Private Wealth | 1.82% | Reduce -2.7% | 126,188 | $9.7M |
| Corient Private Wealth LP | 0.02% | Add +381.4% | 123,660 | $9.5M |
| Atria Investments, Inc | 0.12% | Reduce -22.1% | 122,779 | $9.4M |
| Mustard Seed Financial, LLC | 7.56% | Add +9.7% | 122,764 | $9.4M |
| Bokf, NA | 0.17% | Reduce -4.2% | 122,570 | $9.4M |
| Galvin, Gaustad & Stein, LLC | 0.85% | Add +1.0% | 122,030 | $9.3M |
| Avantax Planning Partners, Inc. | 0.32% | Add +6.0% | 119,042 | $9.1M |
| EverSource Wealth Advisors, LLC | 0.50% | Reduce -12.2% | 118,791 | $9.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +15.9% | 116,894 | $9.0M |
| Principal Financial Group Inc. | 0.01% | Add +23.6% | 116,445 | $8.9M |
| Cornerstone Wealth Management, LLC | 0.60% | Reduce -1.3% | 115,458 | $8.8M |
| Retirement Planning Group, LLC | 0.41% | Add +213.5% | 115,245 | $8.8M |
| Hanover Advisors Inc. | 3.80% | Reduce -2.9% | 114,533 | $8.8M |
| Verde Capital Management | 2.44% | Add +2.9% | 111,879 | $8.6M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -0.3% | 111,915 | $8.6M |
| Systelligence, LLC | 2.03% | Reduce -40.4% | 110,240 | $8.4M |
| Fonville Wealth Management LLC | 2.41% | Add +4.1% | 106,784 | $8.2M |
| Blair William & Co. | 0.02% | Reduce -7.6% | 105,388 | $8.1M |
| TrueWealth Financial Partners | 4.85% | Reduce -16.5% | 104,872 | $8.0M |
| Cambridge Capital Management, LLC | 5.06% | Add +15.2% | 104,398 | $8.0M |
| Stephen J. Garry & Associates, LLC | 7.47% | Add +3.3% | 104,373 | $8.0M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -4.5% | 101,853 | $7.8M |
| Sterling Financial Planning, Inc. | 2.82% | Add +7.6% | 101,426 | $7.8M |
| San Luis Wealth Advisors LLC | 1.73% | Reduce -31.2% | 99,745 | $7.6M |
| GAMMA Investing LLC | 0.57% | Add +43.4% | 99,433 | $7.6M |
| Carl P. Sherr & Co., LLC | 4.12% | Add +77.5% | 98,385 | $7.5M |
| Refined Wealth Management | 6.08% | New | 97,044 | $7.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.0% | 96,526 | $7.4M |
| Synovus Financial Corp. | 0.10% | Reduce -6.5% | 96,089 | $7.4M |
| Nwam LLC | 0.63% | Reduce -9.6% | 95,193 | $7.3M |
| Sovereign Investment Advisors, LLC | 2.51% | Reduce -2.6% | 95,658 | $7.2M |
| Clarity Wealth Advisors, LLC | 1.95% | Add +5.7% | 91,819 | $7.0M |
| Parkworth Wealth Management, Inc. | 5.61% | Add +6.4% | 91,742 | $7.0M |
| Continuum Advisory, LLC | 0.89% | Add +4.3% | 90,171 | $6.9M |
| Cutler Investment Counsel LLC | 0.82% | Add +6.8% | 89,238 | $6.8M |
| Consilium Wealth Advisory, LLC | 3.42% | Add +4.3% | 88,994 | $6.8M |
| Joel Isaacson & Co., LLC | 0.31% | Add +10.7% | 88,841 | $6.8M |
| Parker Financial LLC | 3.25% | Add +6.3% | 88,395 | $6.8M |
| VCI Wealth Management LLC | 2.78% | Add +8.3% | 86,453 | $6.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -25.2% | 86,294 | $6.6M |
| Sunesis Advisors, LLC | 3.58% | Add +0.0% | 86,286 | $6.6M |
| Bay Harbor Wealth Management, LLC | 2.08% | Add +6.0% | 85,886 | $6.6M |
| Grey Fox Wealth Advisors, LLC | 1.74% | Add +462.5% | 85,363 | $6.5M |
| Merit Financial Group, LLC | 0.10% | Add +52.1% | 83,168 | $6.4M |
| Evolution Advisers, Inc. | 3.34% | Add +12.5% | 83,898 | $6.3M |
| Patton Albertson Miller Group, LLC | 0.93% | New | 82,120 | $6.3M |
| LexAurum Advisors, LLC | 1.21% | Add +25.4% | 81,980 | $6.3M |
| IFG Advisors, LLC | 1.21% | Add +12.0% | 81,852 | $6.3M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -1.3% | 80,641 | $6.2M |
| Raffa Wealth Management, LLC | 1.39% | Reduce -2.5% | 79,705 | $6.1M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +0.3% | 78,787 | $6.0M |
| Rossby Financial, LCC | 2.55% | Add +24.1% | 77,113 | $5.9M |
| Country Trust Bank | 0.15% | No change | 77,000 | $5.9M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -6.0% | 77,036 | $5.9M |
| Evergreen Wealth Management, LLC | 3.44% | Add +4.9% | 75,194 | $5.8M |
| Destiny Wealth Partners, LLC | 0.91% | Reduce -4.8% | 75,140 | $5.8M |
| Intergy Private Wealth, LLC | 2.18% | Add +0.7% | 75,007 | $5.7M |
| Bernardo Wealth Planning LLC | 1.37% | Add +3.0% | 74,611 | $5.7M |
| Prostatis Group LLC | 1.80% | Add +11.1% | 74,603 | $5.7M |
| Genesis Private Wealth, LLC | 3.01% | Add +4.6% | 74,109 | $5.7M |
| Good Life Advisors, LLC | 0.39% | Add +1.7% | 73,223 | $5.6M |
| Silver Oak Advisory Group, Inc. | 2.95% | Add +10.0% | 72,671 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -27.1% | 72,347 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Add +5.2% | 72,324 | $5.5M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -0.6% | 72,152 | $5.5M |
| First Heartland Consultants, Inc. | 0.57% | Add +4.3% | 72,144 | $5.5M |
| Diversified Portfolios, Inc. | 0.57% | Reduce -26.5% | 71,364 | $5.5M |
| Milestone Investment Advisors LLC | 1.51% | Add +0.9% | 71,023 | $5.4M |
| Clarity Capital Advisors, LLC | 3.56% | Add +0.8% | 70,866 | $5.4M |
| Bluespring Wealth Management, LLC | 0.55% | Reduce -2.8% | 70,497 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +20.1% | 69,945 | $5.4M |
| Compass Planning Associates Inc | 5.38% | Reduce -29.7% | 69,562 | $5.3M |
| CW Advisors, LLC | 0.06% | Add +40.3% | 69,531 | $5.3M |
| Cape Cod Five Cents Savings Bank | 0.49% | No change | 67,689 | $5.3M |
| Leeward Financial Partners, LLC | 1.97% | Add +12.1% | 68,925 | $5.3M |
| Sovereign Financial Group, Inc. | 1.19% | Add +12.2% | 67,276 | $5.2M |
| Mutual Advisors, LLC | 0.14% | Reduce -2.1% | 65,912 | $5.0M |
| PCG Asset Management, LLC | 4.70% | Add +3.7% | 65,562 | $5.0M |
| HUB Investment Partners, LLC | 0.20% | Reduce -2.4% | 65,423 | $5.0M |
| Spire Wealth Management | 0.16% | Add +30.3% | 65,180 | $5.0M |
| Tritonpoint Wealth, LLC | 0.47% | Add +0.0% | 64,802 | $5.0M |
| Summit Financial, LLC | 0.14% | Add +3.7% | 64,318 | $4.9M |
| Barclays PLC | 0.00% | Reduce -13.9% | 64,114 | $4.9M |
| Planned Solutions, Inc. | 2.01% | Add +1.1% | 63,960 | $4.9M |
| Prospera Financial Services Inc | 0.11% | Add +9.2% | 63,768 | $4.9M |
| Hohimer Wealth Management, LLC | 0.96% | Reduce -29.6% | 63,771 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.39% | Reduce -1.0% | 63,769 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 63,268 | $4.8M |
| Mitchell McLeod Pugh & Williams Inc. | 1.00% | Add +9.5% | 63,139 | $4.8M |
| Larson Financial Group LLC | 0.23% | Reduce -8.0% | 62,993 | $4.8M |
| Arax Advisory Partners | 0.31% | Add +56.1% | 62,974 | $4.8M |
| ESL Trust Services, LLC | 1.08% | Reduce -1.1% | 62,673 | $4.8M |
| Lionshead Wealth Management, LLC | 4.92% | Reduce -18.6% | 61,850 | $4.7M |
| Veridan Wealth LLC | 2.12% | Add +1.4% | 61,329 | $4.7M |
| Hurlow Wealth Management Group, Inc. | 1.47% | Add +7.5% | 61,310 | $4.7M |
| Jacobsen Capital Management | 2.03% | Add +11.3% | 61,093 | $4.7M |
| Hardy Reed LLC | 0.41% | Add +20.1% | 60,935 | $4.7M |
| WealthCollab, LLC | 2.88% | Add +2.9% | 60,657 | $4.6M |
| Granite Harbor Advisors, Inc. | 2.46% | Add +7.8% | 60,635 | $4.6M |
| Park National Corp. | 0.17% | Add +1.0% | 60,150 | $4.6M |
| Amplius Wealth Advisors, LLC | 0.47% | Reduce -26.4% | 58,966 | $4.5M |
| WNY Asset Management, LLC | 0.53% | Add +1402.8% | 58,547 | $4.5M |
| PFG Advisors | 0.25% | Add +367.4% | 58,528 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -14.6% | 57,765 | $4.4M |
| Aspire Private Capital, LLC | 1.09% | Reduce -6.3% | 57,419 | $4.4M |
| Centennial Bank | 2.08% | Add +0.8% | 57,172 | $4.4M |
| Harbour Trust & Investment Management Co | 0.53% | Add +14.9% | 56,912 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -4.1% | 56,243 | $4.3M |
| Family Legacy, Inc. | 1.47% | Add +2.6% | 55,996 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +32.7% | 55,994 | $4.3M |
| Oak Hill Wealth Advisors, LLC | 0.98% | Add +11.0% | 55,334 | $4.2M |
| Warwick Investment Management, Inc. | 0.88% | Reduce -10.3% | 55,036 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +17.7% | 54,249 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +19.4% | 52,811 | $4.0M |
| CoreCap Advisors, LLC | 0.18% | Add +8.2% | 52,801 | $4.0M |
| Connecticut Wealth Management, LLC | 0.21% | New | 52,758 | $4.0M |
| Orrstown Financial Services Inc. | 0.96% | Reduce -33.7% | 52,414 | $4.0M |
| StoneX Group Inc. | 0.22% | Add +14.8% | 51,578 | $3.9M |
| Integrated Advisors Network LLC | 0.20% | Reduce -0.0% | 51,528 | $3.9M |
| Balance Wealth Partners LLC | 2.56% | — | 51,419 | $3.9M |
| Arcadia Wealth Management, LLC | 1.93% | Add +9.7% | 51,175 | $3.9M |
| Capital Advisory Group Advisory Services, LLC | 1.49% | Add +2.1% | 51,040 | $3.9M |
| Jim Saulnier & Associates, LLC | 3.00% | Add +10.5% | 50,395 | $3.9M |
| Red Wave Investments LLC | 1.37% | Reduce -1.7% | 49,771 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.68% | Reduce -5.1% | 49,386 | $3.8M |
| Tranquilli Financial Advisor LLC | 2.39% | Add +43.8% | 49,246 | $3.8M |
| Brown Advisory Inc. | 0.01% | Add +0.0% | 48,300 | $3.7M |
| Uptown Financial Advisors LLC | 3.79% | Add +10.0% | 47,897 | $3.7M |
| Savvy Advisors, Inc. | 0.35% | Add +71.2% | 45,208 | $3.5M |
| Smart Money Group LLC | 1.18% | Add +22.0% | 45,204 | $3.5M |
| RS Crum Inc. | 0.93% | Add +4.3% | 44,990 | $3.4M |
| Elevated Capital Advisors, LLC | 0.96% | Reduce -15.7% | 44,895 | $3.4M |
| Kelman-Lazarov, Inc. | 0.62% | Add +4.0% | 44,858 | $3.4M |
| Invst, LLC | 0.47% | Reduce -13.3% | 44,738 | $3.4M |
| Capital Analysts, LLC | 0.13% | Add +0.5% | 44,655 | $3.4M |
| Kickstand Ventures, Llc. | 0.88% | Add +9.7% | 44,645 | $3.4M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -11.7% | 43,453 | $3.3M |
| Exchange Traded Concepts, LLC | 0.06% | Add +117.1% | 43,246 | $3.3M |
| St. Louis Trust Co | 0.48% | Reduce -0.0% | 43,119 | $3.3M |
| Sagace Wealth Management LLC | 2.47% | Reduce -0.7% | 42,631 | $3.3M |
| Meridian Financial Partners LLC | 1.65% | Add +2.7% | 42,534 | $3.3M |
| Aureus Asset Management, LLC | 0.23% | Add +10.1% | 42,367 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.5% | 42,153 | $3.2M |
| Westfuller Advisors, LLC | 2.13% | Add +5.3% | 41,568 | $3.2M |
| Boston Family Office LLC | 0.22% | Reduce -9.9% | 41,322 | $3.2M |
| Manuka Financial, LLC | 2.03% | Reduce -2.8% | 40,964 | $3.1M |
| Midwest Financial Network, LLC | 3.12% | Add +3.7% | 40,847 | $3.1M |
| Sterling Investment Management, LLC | 2.20% | Add +6.5% | 40,449 | $3.1M |
| Investments & Financial Planning, LLC | 1.99% | Add +11.4% | 40,071 | $3.1M |
| Naples Global Advisors, LLC | 0.29% | Add +20.3% | 39,778 | $3.0M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.2% | 39,371 | $3.0M |
| Arcataur Capital Management LLC | 1.02% | Reduce -5.0% | 39,143 | $3.0M |
| Eclectic Associates Inc. | 0.80% | Add +0.9% | 39,060 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +6.4% | 37,870 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.74% | Reduce -17.4% | 37,857 | $2.9M |
| Ascent Group, LLC | 0.12% | Add +77.7% | 37,740 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 1.31% | Reduce -4.3% | 37,502 | $2.9M |
| New Hampshire Trust | 0.66% | Reduce -28.9% | 37,458 | $2.9M |
| Wela Strategies, Inc. | 1.16% | Add +252.9% | 35,904 | $2.7M |
| IFP Advisors, Inc | 0.08% | Add +14.5% | 35,782 | $2.7M |
| Mach-1 Financial Group, LLC | 0.82% | New | 35,758 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -19.3% | 35,598 | $2.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | New | 35,470 | $2.7M |
| Revisor Wealth Management LLC | 1.20% | Add +83.6% | 35,279 | $2.7M |
| Physician Wealth Solutions Inc. | 1.35% | Reduce -4.4% | 35,171 | $2.7M |
| Nabity-Jensen Investment Management Inc | 2.13% | Add +18.2% | 35,084 | $2.7M |
| Waller Financial Planning Group, Inc. | 0.75% | Reduce -14.0% | 34,903 | $2.7M |
| BLB&B Advisors, LLC | 0.13% | Reduce -12.2% | 34,337 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 1.18% | Reduce -1.5% | 34,179 | $2.6M |
| Adero Partners, LLC | 0.17% | Add +3.6% | 33,673 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.21% | Add +0.8% | 33,616 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.35% | — | 33,357 | $2.6M |
| TSA Wealth Managment LLC | 1.00% | Add +264.5% | 32,830 | $2.5M |
| Matisse Capital | 1.32% | Reduce -0.6% | 32,732 | $2.5M |
| PFG Investments, LLC | 0.16% | Add +0.4% | 32,698 | $2.5M |
| Wealth Management Associates, Inc. | 1.07% | Add +8.1% | 32,659 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -70.4% | 32,475 | $2.5M |
| MidAtlantic Capital Management, Inc. | 1.95% | Add +1.7% | 32,395 | $2.5M |
| Retirement Wealth Solutions LLC | 1.98% | Add +6.4% | 32,119 | $2.5M |
| Werba Rubin Papier Wealth Management | 0.53% | Add +3.7% | 32,090 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.35% | New | 31,758 | $2.4M |
| Level Four Advisory Services, LLC | 0.10% | Add +1.4% | 31,164 | $2.4M |
| Advisory Alpha, LLC | 0.08% | Add +7.5% | 31,144 | $2.4M |
| Financial Advocates Investment Management | 0.16% | Reduce -37.0% | 30,533 | $2.3M |
| Arlington Financial Advisors, LLC | 0.41% | Reduce -2.2% | 30,362 | $2.3M |
| Aveo Capital Partners, LLC | 0.38% | Reduce -24.1% | 30,104 | $2.3M |
| BancFirst Trust & Investment Management | 1.15% | Add +1.1% | 29,971 | $2.3M |
| Provident Wealth Management, LLC | 0.79% | Reduce -8.6% | 29,852 | $2.3M |
| Ieq Capital, LLC | 0.02% | Add +3.5% | 29,470 | $2.3M |
| Wells Trecaso Financial Group, LLC | 0.75% | Add +11.8% | 29,211 | $2.2M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -4.3% | 29,171 | $2.2M |
| Lynx Investment Advisory | 1.48% | Add +0.4% | 29,022 | $2.2M |
| Bank of Hawaii | 0.13% | Add +5.1% | 28,775 | $2.2M |
| Ballentine Partners, LLC | 0.04% | Reduce -5.9% | 27,792 | $2.1M |
| Strategic Investment Advisors / MI | 0.23% | Add +3.7% | 27,762 | $2.1M |
| JFS Wealth Advisors, LLC | 0.14% | Add +28.3% | 27,648 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +4.0% | 27,392 | $2.1M |
| NBT Bank, N.A. | 0.15% | Reduce -17.0% | 27,365 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.18% | Add +1.1% | 27,193 | $2.1M |
| Compass Financial Group, Inc. | 1.06% | Reduce -0.6% | 26,921 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +4.7% | 26,820 | $2.1M |
| Capital Investment Services of America, Inc. | 0.21% | Reduce -7.0% | 26,540 | $2.0M |
| Semmax Financial Advisors Inc. | 0.54% | Reduce -6.6% | 26,338 | $2.0M |
| Smartleaf Asset Management LLC | 0.19% | Add +4.3% | 26,166 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.51% | Add +2.8% | 25,960 | $2.0M |
| AE Wealth Management LLC | 0.02% | Add +2.5% | 25,742 | $2.0M |
| Breakwater Capital Group | 0.35% | Reduce -1.3% | 25,419 | $1.9M |
| Bourgeon Capital Management LLC | 0.43% | Add +7.0% | 25,291 | $1.9M |
| Earned Wealth Advisors, LLC | 0.42% | Reduce -0.9% | 25,111 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.25% | Add +13.8% | 25,053 | $1.9M |
| Patten Group, Inc. | 0.43% | Add +4.0% | 24,399 | $1.9M |
| Pillar Financial Advisors, LLC | 1.34% | Add +0.0% | 23,520 | $1.8M |
| VestGen Advisors, LLC | 0.08% | — | 23,487 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.25% | Add +4.0% | 23,028 | $1.8M |
| Cahill Wealth Management, LLC | 0.89% | Reduce -12.0% | 22,961 | $1.8M |
| Bleakley Financial Group, LLC | 0.06% | Add +28.1% | 22,890 | $1.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.45% | New | 22,811 | $1.7M |
| Asset Allocation Strategies LLC | 0.43% | Add +9.7% | 22,799 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.1% | 22,424 | $1.7M |
| Life Planning Partners, Inc | 1.55% | Reduce -0.7% | 22,298 | $1.7M |
| Kampmann Melissa S. | 1.35% | Add +0.2% | 22,289 | $1.7M |
| United Bank | 0.22% | No change | 22,249 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Add +2.1% | 22,074 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Reduce -11.7% | 21,465 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | New | 21,359 | $1.6M |
| HT Partners LLC | 0.56% | Add +11.3% | 21,337 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +3.9% | 21,097 | $1.6M |
| Invenio Wealth Partners LLC | 0.68% | Reduce -4.4% | 21,009 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -53.8% | 21,164 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.32% | Reduce -0.5% | 20,871 | $1.6M |
| Truvestments Capital LLC | 0.34% | New | 20,697 | $1.6M |
| Graney & King, LLC | 1.18% | Add +5.0% | 20,648 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 20,500 | $1.6M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -8.3% | 20,315 | $1.6M |
| Mengis Capital Management, Inc. | 0.32% | Reduce -1.9% | 20,195 | $1.5M |
| CGN Advisors LLC | 0.15% | Reduce -2.6% | 20,116 | $1.5M |
| Hoxton Planning & Management, LLC | 0.59% | Add +61.9% | 20,104 | $1.5M |
| Dopkins Wealth Management, LLC | 0.78% | Add +18.1% | 19,910 | $1.5M |
| DHK Financial Advisors, Inc. | 0.84% | Add +100.0% | 19,900 | $1.5M |
| Traveka Wealth, LLC | 0.85% | Reduce -4.3% | 19,856 | $1.5M |
| Atlatl Advisers LLC | 0.98% | Reduce -0.3% | 19,628 | $1.5M |
| 360 Financial, Inc. | 0.54% | Reduce -0.0% | 18,329 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -6.2% | 19,552 | $1.5M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -0.7% | 19,473 | $1.5M |
| Chris Bulman Inc | 0.94% | Add +33.5% | 19,458 | $1.5M |
| Murphy & Mullick Capital Management Corp | 1.44% | Reduce -3.5% | 19,375 | $1.5M |
| Motco | 0.16% | Add +69.2% | 19,369 | $1.5M |
| Shade Tree Advisors LLC | 1.46% | No change | 19,256 | $1.5M |
| Stephens Consulting, LLC | 0.36% | Reduce -0.7% | 18,843 | $1.4M |
| FourThought Financial Partners, LLC | 0.15% | Add +13.8% | 18,829 | $1.4M |
| Retireful, LLC | 1.36% | New | 18,808 | $1.4M |
| Blue Barn Wealth, LLC | 0.75% | Reduce -0.3% | 18,715 | $1.4M |
| Nalls Sherbakoff Group, LLC | 1.16% | — | 18,703 | $1.4M |
| Level Financial Advisors | 0.48% | Reduce -7.2% | 18,552 | $1.4M |
| PAX Financial Group, LLC | 0.25% | Reduce -11.5% | 18,542 | $1.4M |
| Busey Bank | 0.05% | Add +0.1% | 18,408 | $1.4M |
| Eagle Strategies LLC | 0.24% | Add +6.9% | 18,311 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.1% | 18,093 | $1.4M |
| Plum Street Advisors, LLC | 0.67% | Reduce -4.9% | 18,036 | $1.4M |
| Heritage Investors Management Corp. | 0.05% | Reduce -22.2% | 17,980 | $1.4M |
| Partners in Financial Planning | 0.27% | Reduce -5.1% | 17,814 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +15.5% | 17,581 | $1.3M |
| Rothschild Investment LLC | 0.09% | No change | 17,425 | $1.3M |
| Apella Capital, LLC | 0.04% | Reduce -2.4% | 16,952 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.3% | 16,517 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.10% | No change | 16,379 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -4.3% | 16,341 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -22.8% | 16,301 | $1.2M |
| Spring Capital Management, LLC | 0.68% | New | 16,218 | $1.2M |
| Five Pine Wealth Management | 1.01% | Reduce -2.9% | 16,166 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -58.4% | 16,114 | $1.2M |
| Lighthouse Wealth Management Inc. | 1.13% | Reduce -7.9% | 16,039 | $1.2M |
| Synergy Asset Management, LLC | 0.15% | Reduce -25.7% | 16,005 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -58.0% | 15,979 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.48% | Reduce -4.3% | 15,963 | $1.2M |
| Mountain Pacific Investment Advisers LLC | 0.09% | Reduce -2.5% | 15,836 | $1.2M |
| Vista Cima Wealth Management LLC | 1.30% | Add +8.8% | 15,752 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Reduce -0.9% | 15,735 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Reduce -39.7% | 15,699 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +427.2% | 15,643 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.10% | Add +50.9% | 15,365 | $1.2M |
| Anderson Hoagland & Co. | 0.14% | No change | 15,496 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +5.7% | 15,325 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +4.2% | 15,293 | $1.2M |
| Fagan Associates, Inc. | 0.20% | Reduce -5.0% | 15,276 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | New | 15,246 | $1.2M |
| CGC Financial Services, LLC | 0.46% | Reduce -4.0% | 15,230 | $1.2M |
| Headinvest, LLC | 0.23% | Add +11.6% | 15,123 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.57% | No change | 14,760 | $1.1M |
| Studio Investment Management LLC | 0.23% | Reduce -64.8% | 14,554 | $1.1M |
| Ridgewood Investments LLC | 0.51% | Add +8.5% | 14,336 | $1.1M |
| Wheelhouse Advisory Group LLC | 0.63% | Reduce -24.0% | 14,309 | $1.1M |
| Trust Co. of Vermont | 0.05% | Reduce -1.1% | 14,106 | $1.1M |
| Cibc World Market Inc. | 0.00% | No change | 13,948 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +2.1% | 13,914 | $1.1M |
| Cadent Capital Advisors, LLC | 0.40% | Reduce -5.2% | 13,867 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +121.5% | 13,518 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.16% | Reduce -3.6% | 13,423 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +15.2% | 13,263 | $1.0M |
| Easterly Investment Partners LLC | 0.08% | Reduce -20.4% | 13,196 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +2.2% | 12,936 | $991K |
| Pacific Financial Group Inc. | 0.80% | Add +6.4% | 12,892 | $987K |
| Platform Technology Partners | 0.29% | Reduce -20.6% | 12,855 | $984K |
| Citizens Financial Group Inc. | 0.02% | Reduce -29.6% | 12,668 | $970K |
| Country Club Bank | 0.06% | Add +0.3% | 12,617 | $964K |
| TCI Wealth Advisors, Inc. | 0.08% | Add +84.7% | 12,531 | $959K |
| Kondo Wealth Advisors, Inc. | 0.47% | Add +2.7% | 12,338 | $945K |
| Courage Miller Partners, LLC | 0.32% | Add +0.0% | 12,313 | $943K |
| Lanark Financial, Inc. | 0.08% | — | 11,919 | $912K |
| GWN Securities Inc. | 0.05% | Add +163.4% | 11,904 | $910K |
| Stokes Capital Advisors, LLC | 0.23% | Reduce -7.6% | 11,862 | $908K |
| Wedbush Securities Inc. | 0.03% | Add +4.9% | 11,846 | $907K |
| Evanson Asset Management, LLC | 0.06% | Add +0.3% | 11,834 | $906K |
| Poplar Forest Capital LLC | 0.16% | No change | 11,794 | $903K |
| InvesTrust | 0.24% | No change | 11,660 | $893K |
| Mascagni Wealth Management, Inc. | 0.89% | No change | 11,658 | $893K |
| OLIO Financial Planning | 0.31% | Reduce -80.1% | 11,569 | $886K |
| F/m Investments LLC | 0.04% | Add +13.8% | 11,483 | $879K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +8.4% | 11,486 | $879K |
| Security Financial Services, INC. | 0.17% | Add +3.5% | 11,475 | $879K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.7% | 11,336 | $868K |
| Invesco Ltd. | 0.00% | Add +1.6% | 11,303 | $865K |
| Family Wealth Partners, LLC | 0.39% | Add +0.3% | 11,194 | $857K |
| PBMares Wealth Management LLC | 0.17% | Reduce -0.4% | 11,165 | $855K |
| Integrity Financial Corp | 0.48% | Reduce -1.6% | 11,093 | $849K |
| Rwa Wealth Partners, LLC | 0.01% | Add +19.7% | 11,044 | $846K |
| Shelter Mutual Insurance Co | 0.20% | No change | 10,900 | $835K |
| Fiduciary Trust Co | 0.01% | No change | 10,863 | $832K |
| Glass Jacobson Investment Advisors llc | 0.27% | No change | 11,117 | $831K |
| Becker Capital Management Inc. | 0.03% | No change | 10,830 | $829K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.3% | 10,771 | $824K |
| First County Bank | 0.45% | Add +27.4% | 10,608 | $812K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.0% | 10,465 | $801K |
| Capital Investment Advisors, LLC | 0.02% | Add +16.6% | 10,366 | $794K |
| Outlook Wealth Advisors, LLC | 0.22% | Reduce -4.5% | 10,343 | $792K |
| Fisher Asset Management | 0.00% | Add +132.2% | 10,263 | $786K |
| Caldwell Trust Co | 0.08% | No change | 10,260 | $786K |
| Elios Financial Group Inc. | 0.39% | Reduce -5.4% | 10,243 | $784K |
| Websterrogers Financial Advisors, LLC | 0.27% | Reduce -24.7% | 10,180 | $779K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,173 | $779K |
| Ramiah Investment Group | 0.74% | Reduce -23.2% | 10,131 | $776K |
| Powers Advisory Group, LLC | 0.37% | Add +14.0% | 10,109 | $774K |
| Kovack Advisors, Inc. | 0.08% | Reduce -15.2% | 10,104 | $774K |
| Ashton Thomas Securities, LLC | 0.21% | Add +0.8% | 10,073 | $771K |
| Welch & Forbes LLC | 0.01% | Reduce -0.6% | 10,028 | $768K |
| Delta Financial Group, Inc. | 0.17% | Add +6.8% | 9,997 | $760K |
| Maia Wealth LLC | 0.17% | Add +20.5% | 10,025 | $757K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -38.1% | 9,816 | $752K |
| Abacus Wealth Partners, LLC | 0.11% | Add +0.7% | 9,761 | $747K |
| Brio Consultants, LLC | 0.12% | Reduce -5.2% | 9,666 | $740K |
| Cwm, LLC | 0.00% | Reduce -9.8% | 9,659 | $740K |
| Orleans Capital Management Corp. | 0.43% | Add +8.5% | 9,615 | $736K |
| Private Wealth Group, LLC | 0.43% | Reduce -75.6% | 9,597 | $735K |
| Nilsine Partners, LLC | 0.08% | Reduce -20.3% | 9,594 | $735K |
| Keudell/Morrison Wealth Management | 0.17% | Reduce -94.8% | 9,586 | $734K |
| Echo Wealth Management, LLC | 0.48% | Reduce -91.6% | 9,305 | $712K |
| WealthCare Investment Partners, LLC | 0.30% | Add +52.2% | 9,404 | $711K |
| WPG Advisers, LLC | 0.66% | Reduce -1.5% | 9,199 | $704K |
| Successful Portfolios LLC | 0.48% | Add +4.9% | 9,148 | $700K |
| Sax Wealth Advisors, LLC | 0.05% | New | 9,140 | $700K |
| Kestra Investment Management, LLC | 0.01% | Add +261.9% | 9,032 | $692K |
| Barnes Pettey Financial Advisors, LLC | 0.54% | Reduce -0.8% | 9,011 | $690K |
| Zuckerman Investment Group, LLC | 0.07% | Add +0.0% | 9,006 | $690K |
| New Century Financial Group, LLC | 0.79% | Reduce -0.5% | 8,905 | $682K |
| FinDec Wealth Services, Inc. | 0.67% | New | 8,885 | $680K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -18.3% | 8,870 | $679K |
| National Bank of Canada | 0.00% | Reduce -10.2% | 8,879 | $679K |
| UMB Bank, n.a. | 0.01% | Reduce -7.2% | 8,837 | $677K |
| Private Trust Co. NA | 0.07% | Add +346.6% | 8,794 | $673K |
| Uptick Partners, LLC | 0.23% | Reduce -8.3% | 8,695 | $666K |
| Wilkins Miller Wealth Management, LLC | 0.50% | Add +33.5% | 8,678 | $664K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +25.1% | 8,605 | $659K |
| Verdence Capital Advisors LLC | 0.05% | Add +2.0% | 8,506 | $651K |
| Prospera Capital Management, LLC | 0.42% | New | 8,465 | $646K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.1% | 8,422 | $645K |
| Creative Financial Designs Inc. | 0.05% | Reduce -2.9% | 8,417 | $644K |
| LifePlan Investment Advisors, Inc. | 0.36% | Add +11.5% | 8,277 | $634K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Reduce -0.5% | 8,277 | $634K |
| First Citizens Financial Corp | 0.36% | Reduce -0.1% | 8,250 | $632K |
| Eagle Global Advisors LLC | 0.03% | No change | 8,235 | $631K |
| Leavell Investment Management, Inc. | 0.03% | Add +10.8% | 8,231 | $630K |
| Global Financial Private Client, LLC | 0.24% | Add +0.4% | 8,174 | $626K |
| Marcum Wealth, LLC | 0.05% | Add +6.0% | 8,074 | $618K |
| One Wealth Advisors, LLC | 0.09% | Reduce -6.1% | 8,072 | $618K |
| Sonata Capital Group Inc. | 0.27% | No change | 8,071 | $618K |
| Gateway Wealth Partners, LLC | 0.14% | Add +32.5% | 7,971 | $610K |
| Old National Bancorp | 0.02% | Reduce -19.1% | 7,902 | $605K |
| Shepherd Kaplan Krochuk, LLC | 0.51% | Add +144.8% | 7,816 | $598K |
| Choreo, LLC | 0.01% | Add +27.6% | 7,753 | $594K |
| Elevatus Welath Management | 0.33% | Add +22.3% | 7,699 | $590K |
| DBK Financial Counsel, LLC | 0.59% | No change | 7,666 | $587K |
| Atlantic Family Wealth, LLC | 0.53% | Add +9.5% | 7,541 | $577K |
| Absolute Capital Management, LLC | 0.33% | Add +9.2% | 7,534 | $577K |
| Alamar Capital Management, LLC | 0.34% | Add +20.2% | 7,457 | $571K |
| Drucker Wealth 3.0, LLC | 0.13% | Reduce -31.5% | 7,443 | $570K |
| Clearstead Advisors, LLC | 0.01% | Add +119.4% | 7,375 | $565K |
| Stockman Wealth Management, Inc. | 0.08% | Add +3.3% | 7,324 | $561K |
| Cypress Wealth Services, LLC | 0.11% | Add +88.3% | 7,298 | $559K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -1.1% | 7,253 | $555K |
| McAdam, LLC | 0.03% | Add +29.1% | 7,223 | $553K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -23.4% | 7,197 | $551K |
| Idaho Trust Co | 0.22% | Reduce -11.8% | 7,092 | $543K |
| Woodward Diversified Capital, LLC | 0.38% | Add +96.5% | 7,080 | $542K |
| Fourth Dimension Wealth, LLC | 0.26% | Reduce -2.9% | 6,958 | $533K |
| Southland Equity Partners LLC | 0.12% | Add +0.1% | 6,933 | $531K |
| Estate Counselors, LLC | 0.06% | Reduce -1.4% | 6,930 | $531K |
| Parallel Advisors, LLC | 0.01% | Add +47.2% | 6,893 | $528K |
| Bank of New Hampshire | 0.14% | Add +9.3% | 6,879 | $527K |
| Brookmont Capital Management | 0.30% | Reduce -4.3% | 6,855 | $525K |
| Financial Connections Group, Inc. | 0.23% | Add +684.6% | 5,343 | $523K |
| Principal Securities, Inc. | 0.01% | Add +8.3% | 6,965 | $520K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.9% | 6,749 | $517K |
| Pinnacle Bancorp, Inc. | 0.17% | Add +177.2% | 6,713 | $514K |
| Vance Wealth, LLC | 0.19% | Add +51.6% | 6,658 | $510K |
| FSA Advisors, Inc. | 0.40% | New | 6,647 | $509K |
| Calton & Associates, Inc. | 0.12% | New | 6,643 | $509K |
| LongView Wealth Management | 0.15% | Reduce -5.9% | 6,601 | $505K |
| Kraft Asset Management, LLC | 0.46% | No change | 6,561 | $502K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $501K |
| RFG Advisory, LLC | 0.01% | Add +0.4% | 6,533 | $500K |
| WoodTrust Financial Corp | 0.07% | Add +38.5% | 6,519 | $499K |
| Breakwater Investment Management | 0.21% | No change | 6,501 | $498K |
| Trustmark Bank Trust Department | 0.04% | Add +11.9% | 6,490 | $497K |
| Barrett & Company, Inc. | 0.21% | Reduce -1.6% | 6,487 | $497K |
| Lion Street Advisors, LLC | 0.16% | Add +1.1% | 6,446 | $494K |
| FFG Retirement Advisors LLC | 0.34% | No change | 6,431 | $492K |
| Latko Wealth Management, Ltd. | 0.32% | Reduce -24.3% | 6,363 | $487K |
| VestGen Investment Management | 0.37% | Reduce -75.7% | 6,360 | $487K |
| Brookwood Investment Group LLC | 0.08% | — | 6,351 | $486K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +2.1% | 6,350 | $486K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | No change | 6,320 | $484K |
| Petix & Botte Co | 0.13% | Reduce -21.8% | 6,315 | $484K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -1.2% | 6,292 | $482K |
| Kanawha Capital Management LLC | 0.04% | Reduce -0.4% | 6,279 | $481K |
| Boyd Wealth Management, LLC | 0.24% | Reduce -14.1% | 6,272 | $480K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +1.4% | 5,866 | $480K |
| TD Capital Management LLC | 0.05% | Add +0.1% | 6,249 | $478K |
| 2UniFi Bank | 0.31% | Add +55.5% | 6,173 | $473K |
| KPP Advisory Services LLC | 0.09% | Reduce -12.9% | 6,129 | $469K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.1% | 6,071 | $465K |
| Radnor Capital Management, LLC | 0.08% | No change | 5,912 | $453K |
| RoundAngle Advisors LLC | 0.42% | Reduce -0.3% | 5,911 | $453K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $452K |
| Hills Bank & Trust Co | 0.03% | Reduce -0.9% | 5,879 | $450K |
| Keybank National Association | 0.00% | Reduce -8.2% | 5,794 | $444K |
| MeadowBrook Investment Advisors LLC | 0.42% | Add +209.6% | 5,650 | $442K |
| Maripau Wealth Management LLC | 0.25% | Reduce -11.1% | 5,657 | $433K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,639 | $432K |
| Dakota Wealth Management | 0.01% | Reduce -18.5% | 5,627 | $431K |
| Guidance Capital, Inc. | 0.13% | Add +6.7% | 5,636 | $429K |
| Thomasville National Bank | 0.03% | No change | 5,555 | $425K |
| Northstar Group, Inc. | 0.07% | No change | 5,540 | $424K |
| Smallwood Wealth Investment Management, LLC | 0.27% | Reduce -8.4% | 5,529 | $423K |
| Bruce G. Allen Investments, LLC | 0.33% | Add +0.6% | 5,487 | $420K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $417K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -3.0% | 5,445 | $417K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +8.4% | 5,436 | $416K |
| Greykasell Wealth Strategies, Inc. | 0.22% | Reduce -67.8% | 5,427 | $416K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -32.5% | 5,423 | $415K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -28.8% | 5,407 | $414K |
| LFA - Lugano Financial Advisors SA | 0.28% | Reduce -1.2% | 5,406 | $414K |
| Sterling Investment Advisors, Ltd. | 0.10% | New | 5,403 | $414K |
| Chapin Davis, Inc. | 0.14% | Reduce -2.5% | 5,390 | $413K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 5,300 | $406K |
| Brooklyn Investment Group | 0.09% | New | 5,257 | $403K |
| Andrews, Lucia Wealth Management LLC | 0.27% | Add +0.4% | 5,372 | $401K |
| Poinciana Advisors Group, LLC | 0.41% | Add +0.6% | 5,217 | $399K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.1% | 5,187 | $397K |
| CX Institutional | 0.01% | New | 5,183 | $397K |
| Long Island Wealth Management, Inc. | 0.24% | Add +0.6% | 5,176 | $396K |
| Dearborn Partners LLC | 0.02% | Reduce -0.7% | 5,126 | $392K |
| Trilogy Capital Inc. | 0.02% | Add +16.6% | 5,105 | $391K |
| GTS Securities LLC | 0.02% | New | 4,996 | $383K |
| Flagstar Securities, Inc. | 0.10% | Add +0.6% | 4,967 | $380K |
| Compass Advisory Group LLC | 0.13% | Add +0.6% | 4,890 | $374K |
| Ancora Advisors LLC | 0.01% | Reduce -5.2% | 4,831 | $370K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -51.1% | 4,800 | $368K |
| WealthTrak Capital Management LLC | 0.31% | Reduce -1.0% | 4,763 | $365K |
| MADDEN SECURITIES Corp | 0.14% | Reduce -3.6% | 4,752 | $364K |
| Tme Financial, Inc. | 0.31% | Reduce -14.3% | 4,731 | $362K |
| Olde Wealth Management, LLC | 0.13% | Add +5.1% | 4,716 | $361K |
| SilverOak Wealth Management LLC | 0.08% | Reduce -10.2% | 4,687 | $359K |
| Talon Private Wealth, LLC | 0.05% | Reduce -21.7% | 4,682 | $359K |
| Legacy Trust | 0.09% | Reduce -2.8% | 4,645 | $356K |
| Center For Asset Management LLC | 0.22% | Add +4.7% | 4,640 | $355K |
| Bogart Wealth, LLC | 0.02% | Reduce -22.5% | 4,634 | $355K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -25.5% | 4,628 | $354K |
| Montz Harcus Wealth Management LLC | 0.19% | Add +4.5% | 4,627 | $354K |
| GFG Capital, LLC | 0.11% | No change | 4,615 | $353K |
| Bath Savings Trust Co | 0.04% | No change | 4,598 | $352K |
| Smith, Moore & Co. | 0.03% | Reduce -2.3% | 4,555 | $349K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +18.7% | 4,547 | $348K |
| EnRich Financial Partners LLC | 0.12% | Add +0.3% | 4,544 | $348K |
| Loudon Investment Management, LLC | 0.20% | No change | 4,515 | $346K |
| New Covenant Trust Company, N.A. | 0.36% | Add +49.4% | 4,519 | $345K |
| Apexium Financial, LP | 0.02% | Add +10.0% | 4,489 | $344K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.7% | 4,492 | $342K |
| Forum Private Client Group LLC | 0.15% | Reduce -0.8% | 4,460 | $342K |
| Godshalk Welsh Capital Management, Inc. | 0.22% | Add +1.2% | 4,448 | $341K |
| Bay Capital Advisors, LLC | 0.28% | Add +26.9% | 4,431 | $339K |
| Wesbanco Bank Inc. | 0.01% | Add +3.7% | 4,383 | $336K |
| Ignite Planners, LLC | 0.07% | New | 4,387 | $336K |
| EWG Elevate Inc. | 0.13% | Reduce -7.2% | 4,375 | $335K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -21.9% | 4,347 | $333K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.5% | 4,324 | $331K |
| World Equity Group, Inc. | 0.09% | Reduce -45.4% | 4,292 | $329K |
| FineMark National Bank & Trust | 0.01% | New | 4,289 | $328K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,264 | $326K |
| Liberty Wealth Management LLC | 0.06% | Add +4.9% | 4,252 | $326K |
| Caitlin John, LLC | 0.32% | No change | 4,214 | $323K |
| Summit Wealth Group, LLC | 0.09% | Reduce -12.1% | 4,204 | $322K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -12.5% | 4,205 | $322K |
| Redwood Investment Management, LLC | 0.03% | Reduce -12.2% | 4,179 | $320K |
| LaFleur & Godfrey LLC | 0.04% | Add +0.3% | 4,177 | $320K |
| Anchor Investment Management, LLC | 0.03% | No change | 4,163 | $319K |
| Dakota Community Bank & Trust NA | 1.54% | No change | 4,161 | $319K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.3% | 4,150 | $318K |
| Forthright Family Wealth Advisory LLC | 0.21% | Reduce -15.0% | 4,142 | $317K |
| Western Wealth Management, LLC | 0.02% | Reduce -91.3% | 4,139 | $317K |
| Panoramic Investment Advisors, LLC | 0.21% | No change | 4,100 | $314K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +45.1% | 4,089 | $313K |
| Savant Capital, LLC | 0.00% | Reduce -20.3% | 4,079 | $312K |
| IFG Advisory, LLC | 0.02% | Reduce -11.4% | 4,053 | $310K |
| PKS Advisory Services, LLC | 0.08% | Add +0.1% | 4,000 | $306K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +0.7% | 3,997 | $306K |
| Financial Life Advisors | 0.11% | No change | 3,959 | $303K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +0.4% | 3,942 | $302K |
| Gibson Capital, LLC | 0.06% | Reduce -10.1% | 3,920 | $300K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.5% | 3,885 | $297K |
| TFB Advisors LLC | 0.09% | Reduce -15.7% | 3,875 | $297K |
| BlackRock, Inc. | 0.00% | Add +9.2% | 3,866 | $296K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -39.3% | 3,865 | $296K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 3,791 | $290K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.8% | 3,780 | $289K |
| Transcend Capital Advisors, LLC | 0.02% | Add +15.2% | 3,773 | $289K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +23.9% | 3,746 | $287K |
| Arcadia Wealth Management, Inc. | 0.22% | No change | 3,743 | $287K |
| Compound Planning, Inc. | 0.01% | Reduce -5.5% | 3,700 | $283K |
| Duncan Williams Asset Management, LLC | 0.10% | No change | 3,694 | $283K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,675 | $281K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 3,671 | $281K |
| Golden Road Advisors LLC | 0.22% | Reduce -7.1% | 3,614 | $277K |
| First American Trust, FSB | 0.03% | New | 3,584 | $274K |
| Rf&l Wealth Management, LLC | 0.20% | Add +0.4% | 3,570 | $273K |
| Foundation Wealth Management, LLC\PA | 0.13% | No change | 3,568 | $273K |
| TAGStone Capital, Inc. | 0.13% | Add +0.7% | 3,565 | $273K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -57.1% | 3,550 | $272K |
| Martin Worley Group | 0.15% | No change | 3,525 | $270K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.13% | Reduce -2.6% | 3,521 | $270K |
| Professional Financial Advisors, LLC | 0.07% | Add +3.9% | 3,511 | $269K |
| Money Concepts Capital Corp. | 0.02% | Add +0.6% | 3,504 | $268K |
| Forefront Wealth Management Inc. | 0.25% | New | 3,494 | $268K |
| Assetmark, Inc. | 0.00% | Add +2.2% | 3,490 | $267K |
| S.A. Mason LLC | 0.14% | No change | 3,471 | $266K |
| Soltis Investment Advisors LLC | 0.02% | No change | 3,444 | $264K |
| Swisher Financial Concepts, Inc. | 0.22% | Add +4.4% | 3,406 | $261K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -0.8% | 3,395 | $260K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,367 | $258K |
| Greenwood Capital Associates LLC | 0.03% | New | 3,361 | $257K |
| Dunhill Financial, LLC | 0.12% | New | 3,352 | $257K |
| Walker Asset Management, LLC | 0.15% | Reduce -0.9% | 3,330 | $255K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -9.6% | 3,330 | $255K |
| Martel Wealth Advisors LLC | 0.05% | Reduce -3.2% | 3,308 | $253K |
| Cary Street Partners Investment Advisory LLC | 0.15% | No change | 3,304 | $253K |
| Moors & Cabot, Inc. | 0.01% | Add +6.1% | 3,286 | $252K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -30.4% | 3,272 | $251K |
| Franklin Resources Inc. | 0.00% | No change | 3,265 | $250K |
| Wealthspire Retirement, LLC | 0.02% | Add +4.0% | 3,236 | $248K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.4% | 3,186 | $244K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.6% | 3,180 | $243K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -14.4% | 3,147 | $241K |
| Essex Bank | 0.06% | No change | 3,141 | $240K |
| Investment Advisory Group, LLC | 0.08% | Reduce -1.7% | 3,139 | $240K |
| Planning Directions Inc. | 0.10% | New | 3,107 | $238K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,097 | $237K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.6% | 3,127 | $237K |
| Aegis Wealth Management LLC | 0.14% | No change | 3,091 | $237K |
| RCS Financial Planning, LLC | 0.12% | Reduce -6.7% | 3,084 | $236K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.7% | 3,064 | $235K |
| Elevation Capital Advisory, LLC | 0.10% | Reduce -2.4% | 3,051 | $234K |
| Concord Wealth Partners | 0.04% | Add +3970.3% | 3,012 | $231K |
| Redwood Park Advisors LLC | 0.19% | No change | 3,000 | $230K |
| Potomac Fund Management Inc. | 0.10% | Add +0.6% | 3,028 | $229K |
| Brightwater Advisory LLC | 0.18% | Add +0.3% | 2,988 | $229K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -59.8% | 2,965 | $228K |
| Prudent Man Advisors, LLC | 0.08% | Reduce -89.2% | 2,978 | $228K |
| Wealthquest Corp | 0.02% | New | 2,974 | $228K |
| Buck Wealth Strategies, LLC | 0.04% | New | 2,971 | $227K |
| Tyler-Stone Wealth Management | 0.04% | New | 2,963 | $227K |
| Arbor Wealth Advisors LLC | 0.20% | Reduce -36.8% | 2,949 | $226K |
| Brady Martz Wealth Solutions, LLC | 0.05% | Reduce -12.2% | 2,942 | $225K |
| Ameriflex Group, Inc. | 0.09% | Reduce -6.2% | 2,926 | $224K |
| St. Nicholas Private Asset Management, Inc. | 0.21% | Reduce -13.2% | 2,898 | $222K |
| HF Advisory Group, LLC | 0.10% | Reduce -3.0% | 2,888 | $221K |
| Kennebec Savings Bank | 0.23% | Reduce -75.8% | 2,859 | $219K |
| Legacy Financial Group LLC | 0.03% | No change | 2,850 | $218K |
| Wilkins Investment Counsel Inc. | 0.03% | New | 2,850 | $218K |
| Transcendent Capital Group LLC | 0.12% | No change | 2,810 | $215K |
| Summit Wealth Partners, LLC | 0.04% | Add +4.5% | 2,805 | $215K |
| Blume Capital Management, Inc. | 0.05% | No change | 2,800 | $214K |
| Archer Investment Corp | 0.06% | Add +2.0% | 2,787 | $213K |
| Commerce Bank | 0.00% | No change | 2,771 | $212K |
| Fermata Advisors, LLC | 0.04% | Reduce -6.7% | 2,747 | $210K |
| Addison Capital Co | 0.08% | Reduce -3.5% | 2,744 | $210K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -2.7% | 2,744 | $210K |
| Leading Edge Financial Planning LLC | 0.07% | Add +0.6% | 2,716 | $208K |
| Rossmore Private Capital | 0.03% | No change | 2,716 | $208K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 2,708 | $207K |
| Vantage Point Financial LLC | 0.10% | Reduce -12.9% | 2,686 | $206K |
| BNC Wealth Management, LLC | 0.07% | No change | 2,679 | $205K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 2,679 | $205K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $205K |
| Dimension Capital Management LLC | 0.04% | New | 2,668 | $204K |
| Wallace Advisory Group, LLC | 0.14% | New | 2,731 | $204K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -13.5% | 2,663 | $204K |
| WBH Advisory Inc. | 0.02% | Reduce -1.1% | 2,656 | $203K |
| Robinswood Financial LLC | 0.08% | No change | 2,655 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -8.1% | 2,649 | $203K |
| Family Firm, Inc. | 0.05% | New | 2,644 | $202K |
| Elevate Wealth Advisory, Inc. | 0.14% | No change | 2,621 | $201K |
| United Advisor Group, LLC | 0.04% | New | 2,616 | $200K |
| United Community Bank | 0.07% | Add +16.1% | 2,571 | $197K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,307 | $177K |
| Raleigh Capital Management Inc. | 0.08% | Add +8.9% | 2,304 | $176K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.7% | 2,236 | $171K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,206 | $169K |
| Twin City Private Wealth, LLC | 0.15% | Reduce -2.0% | 2,171 | $166K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -7.3% | 2,115 | $162K |
| Richardson Financial Services Inc. | 0.12% | Add +3.8% | 2,108 | $161K |
| Guardian Wealth Management, Inc. | 0.09% | Add +0.4% | 1,851 | $142K |
| West Paces Advisors Inc. | 0.03% | No change | 1,816 | $139K |
| Accredited Wealth Management, LLC | 0.11% | No change | 1,735 | $133K |
| WealthShield Partners, LLC | 0.02% | Add +1183.3% | 1,617 | $124K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -3.0% | 1,590 | $122K |
| Crews Bank & Trust | 0.02% | No change | 1,568 | $120K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,521 | $116K |
| Cape Investment Advisory, Inc. | 0.04% | Add +95.2% | 1,460 | $112K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.1% | 1,384 | $106K |
| Sandy Spring Bank | 0.00% | No change | 1,311 | $100K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,307 | $100K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.7% | 1,307 | $100K |
| Legacy Wealth Managment, LLC | 0.07% | Reduce -21.3% | 1,288 | $99K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -4.6% | 1,266 | $97K |
| SouthState Bank Corp | 0.00% | Add +82.5% | 1,150 | $88K |
| Minot DeBlois Advisors LLC | 0.09% | No change | 1,123 | $86K |
| Eukles Asset Management | 0.04% | No change | 1,106 | $85K |
| Abound Wealth Management | 0.03% | Add +0.7% | 1,090 | $83K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,032 | $79K |
| Howe & Rusling Inc. | 0.01% | Add +74.6% | 1,018 | $78K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +0.3% | 960 | $73K |
| North Star Investment Management Corp. | 0.01% | Add +56.2% | 948 | $73K |
| Colonial Trust Co / SC | 0.01% | Reduce -57.9% | 920 | $69K |
| Clark Wealth Partners | 0.05% | New | 896 | $69K |
| McClarren Financial Advisors, Inc. | 0.04% | New | 481 | $64K |
| Bell Investment Advisors, Inc | 0.01% | No change | 782 | $60K |
| Rialto Wealth Management, LLC | 0.02% | No change | 758 | $58K |
| Pittenger & Anderson Inc. | 0.00% | Add +54.4% | 710 | $54K |
| Atlas Capital Advisors Inc. | 0.01% | Add +81.5% | 708 | $54K |
| Park Square Financial Group, LLC | 0.04% | No change | 683 | $52K |
| Grey Ledge Advisors, LLC | 0.01% | New | 663 | $51K |
| New Republic Capital, LLC | 0.02% | New | 648 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Add +11.0% | 606 | $46K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 610 | $46K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $43K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +7.5% | 518 | $40K |
| Laurel Wealth Advisors LLC | 0.01% | Add +0.8% | 511 | $39K |
| N.E.W. Advisory Services LLC | 0.00% | New | 500 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 484 | $37K |
| Birchbrook, Inc. | 0.02% | No change | 438 | $34K |
| NFSG Corp | 0.01% | Reduce -29.3% | 424 | $32K |
| Front Row Advisors LLC | 0.01% | Add +9.9% | 412 | $32K |
| Coastline Trust Co | 0.00% | No change | 405 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.5% | 394 | $30K |
| Bangor Savings Bank | 0.00% | No change | 387 | $30K |
| Transce3nd, LLC | 0.01% | Reduce -67.0% | 386 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +265.4% | 380 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 379 | $29K |
| Kings Path Partners LLC | 0.01% | Reduce -74.2% | 377 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $26K |
| Hurley Capital, LLC | 0.02% | Reduce -54.0% | 341 | $26K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 334 | $26K |
| LGT Financial Advisors LLC | 0.08% | No change | 323 | $25K |
| Hantz Financial Services, Inc. | 0.00% | New | 318 | $24K |
| Center for Financial Planning, Inc. | 0.00% | New | 308 | $24K |
| Blue Trust, Inc. | 0.00% | Add +73.1% | 296 | $23K |
| Beacon Capital Management, LLC | 0.00% | No change | 288 | $22K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 262 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 252 | $19K |
| Wayfinding Financial, LLC | 0.01% | New | 257 | $19K |
| Hoey Investments, Inc. | 0.00% | New | 242 | $19K |
| American National Bank & Trust | 0.00% | No change | 236 | $18K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 219 | $17K |
| Clearstead Trust, LLC | 0.00% | New | 214 | $16K |
| PSI Advisors, LLC | 0.01% | New | 206 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 200 | $15K |
| Colony Family Offices, LLC | 0.00% | No change | 200 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 180 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -50.7% | 170 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 155 | $12K |
| ORG Partners LLC | 0.00% | Reduce -38.5% | 144 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -89.1% | 142 | $11K |
| Hopwood Financial Services, Inc. | 0.01% | Reduce -26.5% | 139 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 135 | $10K |
| Hanson & Doremus Investment Management | 0.00% | Add +0.8% | 123 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 117 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | New | 116 | $9K |
| Key Financial Inc | 0.00% | Add +379.2% | 115 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 111 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 104 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +145.2% | 103 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -52.6% | 99 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Eastern Bank | 0.00% | No change | 88 | $7K |
| Investors Research Corp | 0.00% | No change | 84 | $6K |
| Covestor Ltd | 0.00% | Add +52.9% | 78 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -93.8% | 66 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 65 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 63 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 63 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -30.2% | 60 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $5K |
| Capital A Wealth Management, LLC | 0.00% | No change | 60 | $5K |
| FSA Wealth Management LLC | 0.00% | Add +1.7% | 60 | $5K |
| North Capital, Inc. | 0.00% | — | 56 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 56 | $4K |
| Hemington Wealth Management | 0.00% | New | 64 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -68.8% | 48 | $4K |
| Sittner & Nelson, LLC | 0.00% | New | 38 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 37 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 30 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -99.3% | 30 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.9% | 27 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 25 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -27.3% | 16 | $1K |
| Pineridge Advisors LLC | 0.00% | New | 12 | $919 |
| Copia Wealth Management | 0.00% | New | 6 | $459 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $459 |
| Rakuten Securities, Inc. | 0.00% | Reduce -92.5% | 5 | $383 |
| Decker Retirement Planning Inc. | 0.00% | New | 1 | $62 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.