Vanguard Intermediate-Term BBIVETF
13F holders, Q4 2025 (December 31)980holders +55
69new positions
57sold out
2famous investors
$77.85avg. 13F price*
At the end of Q4 2025, 980 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 55 from Q3 2025. 69 opened new positions and 57 sold out. The largest holders were Wells Fargo & Company ($2.0B), Envestnet Asset Management Inc. ($1.3B) and Northwestern Mutual Wealth Management Co. ($874.4M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $185.4M |
| Exits | 57 | $176.8M |
All 13F filers, Q3 2025 → Q4 2025: 17,323,491 shares bought and 7,290,147 shares sold, net +10,033,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 980 holders
| Wells Fargo & Company | 0.39% | Add +5.2% | 25,526,720 | $2.0B |
| Envestnet Asset Management Inc. | 0.39% | Reduce -14.0% | 16,837,768 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +13.3% | 11,227,638 | $874.4M |
| Goldman Sachs Group Inc. | 0.11% | Add +7.8% | 9,713,881 | $756.5M |
| EP Wealth Advisors, LLC | 3.49% | — | 8,635,792 | $672.6M |
| Morgan Stanley | 0.03% | Add +11.8% | 7,471,592 | $581.9M |
| Bank of America Corp. | 0.04% | Add +4.7% | 6,642,374 | $517.3M |
| True Link Financial Advisors, LLC | 24.72% | Add +7.7% | 5,225,541 | $407.0M |
| LPL Financial LLC | 0.11% | Add +3.3% | 5,155,499 | $401.5M |
| Baird Financial Group, Inc. | 0.58% | Add +17.1% | 4,774,764 | $371.9M |
| Ameriprise Financial Inc. | 0.07% | Add +4.0% | 4,212,083 | $328.0M |
| United Capital Financial Advisors, LLC | 1.66% | Add +4.4% | 3,538,190 | $275.6M |
| Mather Group, Llc. | 2.83% | Add +5.1% | 3,525,085 | $274.5M |
| Tiaa Trust, National Association | 0.47% | Add +1.1% | 2,531,865 | $197.2M |
| Jones Financial Companies LLLP | 0.12% | Add +16.1% | 2,460,506 | $191.6M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Add +4.4% | 2,246,991 | $175.0M |
| Raymond James Financial Inc. | 0.05% | Add +4.4% | 2,243,568 | $174.7M |
| Osaic Holdings, Inc. | 0.25% | Add +3.0% | 2,164,198 | $168.6M |
| Lincoln National Corp. | 4.90% | Add +3.3% | 2,151,985 | $167.6M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 1,930,152 | $150.3M |
| Mariner, LLC | 0.17% | Add +7.1% | 1,878,718 | $146.3M |
| UBS Group AG | 0.03% | Add +6.3% | 1,856,741 | $144.6M |
| Retirement Investment Advisors, Inc. | 10.77% | Add +2.2% | 1,716,738 | $133.7M |
| Cetera Investment Advisers | 0.13% | Add +5.4% | 1,568,407 | $122.1M |
| Zhang Financial LLC | 4.42% | Add +33.8% | 1,520,153 | $118.4M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -25.3% | 1,497,010 | $116.8M |
| Diana Davis Spencer Foundation | 37.48% | No change | 1,426,000 | $111.1M |
| Bank of New York Mellon Corp | 0.02% | Add +5.4% | 1,398,337 | $108.9M |
| FMR LLC | 0.01% | Reduce -3.8% | 1,395,244 | $108.7M |
| Efficient Advisors, LLC | 6.24% | Add +0.5% | 1,371,991 | $106.9M |
| Comerica Bank | 0.42% | Add +2.5% | 1,364,610 | $106.3M |
| BCM Advisors, LLC | 19.65% | Add +0.1% | 1,317,798 | $102.6M |
| Peapack Gladstone Financial Corp. | 1.20% | Add +9.8% | 1,224,496 | $95.4M |
| Truist Financial Corp. | 0.13% | Add +19.0% | 1,224,130 | $95.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +4.2% | 1,187,080 | $92.4M |
| American Trust | 7.53% | Reduce -0.1% | 1,147,691 | $89.6M |
| Cerity Partners LLC | 0.13% | Add +22.2% | 1,112,851 | $86.7M |
| Creative Planning | 0.06% | Add +76.8% | 1,051,434 | $81.9M |
| Family Investment Center, Inc. | 14.87% | Add +7.7% | 945,773 | $73.7M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +6.2% | 934,719 | $72.8M |
| US Bancorp \de | 0.08% | Add +4.1% | 913,353 | $71.1M |
| Bank of Montreal | 0.03% | Add +2.9% | 901,810 | $70.2M |
| Vanguard Group Inc. | 0.00% | Add +10.7% | 882,475 | $68.7M |
| Susquehanna International Group, LLP | 0.09% | New | 872,963 | $68.0M |
| Beacon Capital Management, Inc. | 3.38% | Reduce -20.0% | 811,309 | $63.2M |
| Wit, LLC | 1.22% | No change | 783,879 | $61.0M |
| Cranbrook Wealth Management, LLC | 10.99% | Add +2.0% | 715,982 | $55.8M |
| Sage Financial Management Group, Inc. | 15.29% | Add +3.7% | 642,653 | $50.0M |
| World Investment Advisors | 0.82% | Add +11.4% | 642,062 | $50.0M |
| Private Advisor Group, LLC | 0.24% | Add +50.1% | 641,526 | $50.0M |
| Stifel Financial Corp. | 0.04% | Add +5.9% | 634,422 | $49.4M |
| Discipline Wealth Solutions, LLC | 9.10% | Add +12.6% | 630,329 | $49.1M |
| MML Investors Services, LLC | 0.12% | Add +9.9% | 610,578 | $47.6M |
| Verus Financial Partners, Inc. | 4.30% | Add +4.7% | 599,613 | $46.7M |
| Cannon Financial Strategists, Inc. | 6.47% | Add +3.8% | 597,218 | $46.5M |
| Francis Financial, Inc. | 9.08% | Reduce -2.0% | 595,914 | $46.4M |
| Reliant Wealth Planning | 14.42% | Add +0.8% | 592,660 | $46.2M |
| Janney Montgomery Scott LLC | 0.10% | Add +6.0% | 580,180 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 574,658 | $44.8M |
| Mfa Wealth Advisors, LLC | 9.43% | Add +3.5% | 572,740 | $44.6M |
| Scott Capital Advisors, LLC | 9.57% | Add +5.0% | 554,762 | $43.2M |
| Stephens Inc. | 0.53% | Add +16.7% | 548,733 | $42.7M |
| Cornerstone Planning Group LLC | 6.44% | Add +680593.6% | 530,941 | $41.3M |
| Cooper Financial Group | 4.35% | Add +7.3% | 524,705 | $40.9M |
| Badgley Phelps Wealth Managers, LLC | 0.73% | Reduce -4.5% | 513,513 | $40.0M |
| Pinkerton Wealth, LLC | 4.03% | Add +1.6% | 504,497 | $39.3M |
| Farther Finance Advisors, LLC | 0.42% | Add +12.7% | 499,196 | $38.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.3% | 491,376 | $38.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.35% | Reduce -1.8% | 484,016 | $37.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +7.5% | 470,024 | $36.6M |
| BetterWealth, LLC | 8.26% | Add +5.6% | 464,919 | $36.2M |
| Midwest Trust Co | 0.45% | Add +36.6% | 461,461 | $35.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.95% | Add +1.4% | 456,340 | $35.5M |
| Modera Wealth Management, LLC | 0.41% | Reduce -2.1% | 451,853 | $35.2M |
| LVW Advisors, LLC | 3.55% | Add +4.9% | 449,171 | $35.0M |
| Cary Street Partners Financial LLC | 0.85% | Reduce -2.1% | 482,329 | $34.5M |
| True Freedom Investing, LLC | 2.35% | New | 442,935 | $34.5M |
| Avior Wealth Management, LLC | 1.02% | Add +4.6% | 421,555 | $32.8M |
| &partners | 0.17% | Add +23.0% | 413,795 | $32.3M |
| Gordian Advisors LLC | 21.37% | Add +4.3% | 414,180 | $32.3M |
| Captrust Financial Advisors | 0.06% | Add +8.8% | 398,073 | $31.0M |
| Wealthfront Advisers LLC | 0.07% | Add +12.5% | 393,184 | $30.6M |
| Geneos Wealth Management Inc. | 0.74% | Add +5.1% | 388,839 | $30.3M |
| Seneschal Advisors, LLC | 22.28% | Reduce -0.8% | 388,447 | $30.3M |
| Brighton Securities Corp. | 14.82% | Add +2.7% | 385,669 | $30.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +54.5% | 382,378 | $29.8M |
| Everhart Financial Group, Inc. | 2.75% | Reduce -6.4% | 381,643 | $29.7M |
| Greystone Financial Group, LLC | 4.61% | Add +1.4% | 379,021 | $29.5M |
| Rosenberg Matthew Hamilton | 6.01% | Reduce -0.5% | 372,367 | $29.0M |
| Strategic Advocates LLC | 7.26% | Reduce -0.1% | 363,382 | $28.4M |
| Acorn Creek Capital LLC | 10.04% | Add +4.4% | 358,527 | $27.9M |
| Roundview Capital LLC | 1.71% | Add +5.6% | 356,496 | $27.8M |
| Ballentine Capital Advisors, Inc | 11.58% | Add +4.5% | 353,098 | $27.5M |
| FPC Investment Advisory, Inc. | 15.02% | Add +8.0% | 351,929 | $27.4M |
| Wescott Financial Advisory Group, LLC | 2.36% | Add +4.3% | 347,522 | $27.1M |
| Compass Planning Associates Inc | 18.47% | Add +100.9% | 342,455 | $26.7M |
| Seeds Investor LLC | 5.01% | Add +13.7% | 335,872 | $26.2M |
| Kropog Financial Group, LLC | 20.21% | Add +8.7% | 334,999 | $26.1M |
| Lodestar Private Asset Management LLC | 2.60% | Add +12.6% | 333,210 | $26.0M |
| First National Bank & Trust Co. of Newtown | 4.69% | Add +1.0% | 328,228 | $25.6M |
| 49 Wealth Management, LLC | 2.04% | New | 321,565 | $25.0M |
| Windward Private Wealth Management Inc. | 8.48% | Add +0.3% | 314,464 | $24.5M |
| Betterment LLC | 0.05% | Add +7.8% | 304,192 | $23.7M |
| Schiavi & Co LLC | 7.55% | Add +6.7% | 301,815 | $23.5M |
| Greenup Street Wealth Management LLC | 3.39% | Add +85.5% | 301,251 | $23.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +1.3% | 301,153 | $23.5M |
| Brown Wealth Management, LLC | 6.07% | Add +26.3% | 296,261 | $23.1M |
| First Merchants Corp. | 0.85% | Add +1.5% | 293,723 | $22.9M |
| Principal Financial Group Inc. | 0.01% | Add +158.8% | 292,890 | $22.8M |
| ForthRight Wealth Management, LLC | 6.43% | Add +5.3% | 287,200 | $22.4M |
| Hoge Financial Services, LLC | 11.97% | Add +10.4% | 285,268 | $22.2M |
| MAI Capital Management | 0.13% | Add +11.4% | 284,878 | $22.2M |
| Grey Fox Wealth Advisors, LLC | 4.51% | Add +47.5% | 282,832 | $22.0M |
| Brewster Financial Planning LLC | 13.45% | Add +3.3% | 281,086 | $21.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +93.6% | 278,663 | $21.7M |
| Retirement Management Systems Inc. | 5.50% | — | 276,001 | $21.5M |
| American Money Management, LLC | 3.36% | Add +4.0% | 274,769 | $21.4M |
| Natixis Advisors, LLC | 0.03% | Add +1.0% | 269,478 | $21.0M |
| Human Investing LLC | 2.88% | Add +4.8% | 262,127 | $20.4M |
| Trustmark Bank Trust Department | 1.26% | Add +9.2% | 256,603 | $20.0M |
| Certified Advisory Corp | 1.77% | Add +8.0% | 249,490 | $19.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 9.01% | Add +4.5% | 244,006 | $19.0M |
| Parkside Financial Bank & Trust | 1.42% | Add +6.2% | 243,238 | $18.9M |
| Retirement Capital Strategies | 7.02% | Add +6.6% | 243,068 | $18.9M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +4.0% | 237,918 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -5.0% | 237,572 | $18.5M |
| Darrow Company, Inc. | 8.20% | Add +6.0% | 234,143 | $18.2M |
| Christine Messmer PC | 11.87% | — | 233,690 | $18.2M |
| Clark Asset Management, LLC | 1.89% | Add +13.2% | 233,197 | $18.2M |
| Silver Coast Investments LLC | 6.22% | Add +2.9% | 231,657 | $18.0M |
| CreativeOne Wealth, LLC | 0.44% | Add +6.0% | 231,252 | $18.0M |
| Mgo One Seven LLC | 0.37% | Add +29.0% | 231,197 | $18.0M |
| Smithfield Trust Co | 0.78% | Add +3.2% | 227,283 | $17.7M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +1.9% | 225,815 | $17.6M |
| Heartwood Wealth Advisors LLC | 1.61% | Add +1.9% | 224,427 | $17.5M |
| Cambridge Capital Management, LLC | 7.48% | Add +5.8% | 213,907 | $16.7M |
| Ashton Thomas Private Wealth, LLC | 0.40% | Add +13.8% | 212,214 | $16.5M |
| NewEdge Advisors, LLC | 0.06% | Add +9.6% | 209,429 | $16.3M |
| Lido Advisors, LLC | 0.06% | Add +14.3% | 209,032 | $16.3M |
| MBA Advisors LLC | 6.35% | Add +5.7% | 202,325 | $15.8M |
| IFC & Insurance Marketing, Inc. | 15.47% | — | 200,248 | $15.6M |
| Penserra Capital Management LLC | 0.18% | Reduce -40.4% | 197,810 | $15.4M |
| GAMMA Investing LLC | 0.77% | Add +20.4% | 196,883 | $15.3M |
| Tumwater Wealth Management, LLC | 6.22% | Add +6.2% | 195,871 | $15.3M |
| Apella Capital, LLC | 0.30% | Add +2258.0% | 192,483 | $15.0M |
| M&T Bank Corp | 0.05% | Add +18.7% | 192,057 | $15.0M |
| NewSquare Capital LLC | 1.31% | Reduce -8.7% | 190,950 | $14.9M |
| Montecito Bank & Trust | 2.34% | Reduce -1.8% | 188,602 | $14.7M |
| Pacific Capital Wealth Advisors, Inc. | 2.50% | Reduce -0.1% | 187,244 | $14.6M |
| Capital Insight Partners, LLC | 3.08% | Reduce -3.5% | 186,865 | $14.6M |
| Neumann Capital Management, LLC | 4.17% | Add +14.2% | 185,239 | $14.4M |
| Allworth Financial LP | 0.06% | Add +3.0% | 184,709 | $14.4M |
| Austin Asset Management Co Inc | 2.46% | Add +15.5% | 184,525 | $14.4M |
| Bokf, NA | 0.22% | Add +14.2% | 183,695 | $14.3M |
| Capital Analysts, LLC | 0.39% | Add +177.6% | 182,506 | $14.2M |
| Associated Banc-Corp | 0.36% | Reduce -0.4% | 182,035 | $14.2M |
| Pinnacle Financial Partners, Inc. | 0.11% | — | 181,472 | $14.1M |
| Corient Private Wealth LP | 0.02% | Add +9.8% | 181,349 | $14.1M |
| Nisa Investment Advisors, LLC | 0.05% | New | 180,251 | $14.0M |
| Systelligence, LLC | 2.66% | Reduce -17.1% | 179,308 | $14.0M |
| Fonville Wealth Management LLC | 2.82% | Add +34.8% | 177,008 | $13.8M |
| Citigroup Inc. | 0.01% | Reduce -36.7% | 175,132 | $13.6M |
| City State Bank | 3.71% | Add +2.1% | 174,057 | $13.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -0.8% | 172,230 | $13.4M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Add +18.9% | 169,968 | $13.2M |
| FC Advisory LLC | 3.79% | Add +3.5% | 169,245 | $13.2M |
| Brookstone Capital Management | 0.15% | Add +4.1% | 167,849 | $13.1M |
| DAVENPORT & Co LLC | 0.07% | Add +6.6% | 167,502 | $13.0M |
| Fiduciary Financial Group, LLC | 1.82% | Add +5.5% | 165,858 | $12.9M |
| Conrad Siegel Investment Advisors, Inc. | 2.43% | Add +88.6% | 164,305 | $12.8M |
| Atria Investments, Inc | 0.14% | Reduce -3.3% | 157,525 | $12.3M |
| TD Private Client Wealth LLC | 0.26% | Add +3.0% | 156,294 | $12.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.74% | Add +41.2% | 156,124 | $12.2M |
| Cornerstone Wealth Management, LLC | 0.62% | Add +20.4% | 153,356 | $11.9M |
| Focus Partners Wealth | 0.01% | Add +24.5% | 153,276 | $11.9M |
| Mach-1 Financial Group, LLC | 2.45% | Add +17.6% | 152,992 | $11.9M |
| Ameritas Advisory Services, LLC | 0.44% | Add +1452.1% | 149,607 | $11.7M |
| Brown Advisory Inc. | 0.02% | Add +210.8% | 148,884 | $11.6M |
| Burney Co./ | 0.36% | Reduce -0.2% | 148,583 | $11.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +8.0% | 148,261 | $11.5M |
| Frankly Finances, LLC | 10.94% | — | 148,087 | $11.5M |
| Nwam LLC | 0.64% | Add +10.0% | 145,922 | $11.4M |
| Ameritas Investment Partners, Inc. | 0.35% | Add +4.2% | 145,840 | $11.4M |
| rebel Financial LLC | 4.79% | Add +0.0% | 144,040 | $11.2M |
| Gemmer Asset Management LLC | 0.86% | Add +0.4% | 143,981 | $11.2M |
| Stephenson & Company, Inc. | 6.08% | Add +3.4% | 142,056 | $11.1M |
| Verde Capital Management | 2.33% | Add +5.0% | 140,471 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +9.5% | 140,315 | $10.9M |
| Deutsche Bank AG | 0.00% | Add +120.2% | 139,616 | $10.9M |
| Fund Evaluation Group, LLC | 0.36% | Reduce -3.5% | 139,282 | $10.8M |
| Safir Wealth Advisors, LLC | 7.42% | Add +3.1% | 135,907 | $10.6M |
| Clarity Wealth Advisors, LLC | 2.15% | Add +18.4% | 135,024 | $10.5M |
| Boyd Wealth Management, LLC | 4.44% | Reduce -53.1% | 134,353 | $10.5M |
| Sigma Planning Corp | 0.28% | Reduce -6.7% | 131,178 | $10.3M |
| Integrity Advisory Solutions, LLC | 1.46% | Reduce -0.1% | 129,890 | $10.1M |
| Galvin, Gaustad & Stein, LLC | 0.80% | Reduce -0.2% | 129,510 | $10.1M |
| Sterling Financial Planning, Inc. | 3.04% | Add +18.2% | 129,501 | $10.1M |
| Asset Management Group, Inc. | 1.62% | Reduce -8.2% | 128,867 | $10.0M |
| Wealth Enhancement Trust Services, Inc. | 1.27% | — | 128,821 | $10.0M |
| Fiduciary Wealth Partners, LLC | 4.07% | Add +2.9% | 127,568 | $9.9M |
| Fifth Third Bancorp | 0.03% | Reduce -5.3% | 127,137 | $9.9M |
| Mustard Seed Financial, LLC | 6.22% | Reduce -1.3% | 127,134 | $9.9M |
| Carl P. Sherr & Co., LLC | 4.33% | Add +5.7% | 124,597 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +16.4% | 121,017 | $9.4M |
| Bernardo Wealth Planning LLC | 1.76% | Add +1.8% | 118,415 | $9.2M |
| EverSource Wealth Advisors, LLC | 0.34% | Add +2.4% | 118,357 | $9.2M |
| Phillips Financial Management, LLC | 0.59% | Reduce -4.0% | 117,982 | $9.2M |
| Waverly Advisors, LLC | 0.07% | Add +199.8% | 117,971 | $9.2M |
| MA Private Wealth | 1.50% | Reduce -1.2% | 115,735 | $9.0M |
| SigFig Wealth Management, LLC | 0.27% | Add +0.2% | 114,266 | $8.9M |
| Fifth Third Securities, Inc. | 0.58% | Add +3.5% | 114,179 | $8.9M |
| Joel Isaacson & Co., LLC | 0.29% | Add +6.2% | 113,799 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +15.0% | 113,193 | $8.8M |
| VCI Wealth Management LLC | 2.43% | Add +8.8% | 112,377 | $8.8M |
| Hurlow Wealth Management Group, Inc. | 2.13% | Add +20.1% | 111,834 | $8.7M |
| Blair William & Co. | 0.02% | Add +1.9% | 110,974 | $8.6M |
| IFG Advisors, LLC | 1.43% | Add +7.8% | 110,013 | $8.6M |
| Ethos Capital Management, Inc. | 8.06% | — | 109,915 | $8.6M |
| Tillman Hartley LLC | 2.15% | Add +5.1% | 109,913 | $8.6M |
| Patton Albertson Miller Group, LLC | 1.00% | Add +17.4% | 109,383 | $8.5M |
| Avantax Planning Partners, Inc. | 0.23% | Reduce -3.1% | 107,148 | $8.3M |
| Hanover Advisors Inc. | 3.15% | Add +0.1% | 104,013 | $8.1M |
| Evolution Advisers, Inc. | 3.50% | Add +5.2% | 103,833 | $8.1M |
| Stephen J. Garry & Associates, LLC | 6.41% | Add +3.1% | 103,756 | $8.1M |
| Equity Wealth Partners, LLC | 5.20% | Add +73.9% | 102,960 | $8.0M |
| Capital Group Private Client Services, Inc. | 0.13% | Add +0.1% | 102,397 | $8.0M |
| Savant Capital, LLC | 0.05% | Add +3.6% | 102,117 | $8.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -27.0% | 100,769 | $7.8M |
| San Luis Wealth Advisors LLC | 1.31% | Add +7.8% | 100,393 | $7.8M |
| Consilium Wealth Advisory, LLC | 2.88% | Add +5.3% | 100,295 | $7.8M |
| Hohimer Wealth Management, LLC | 1.06% | Add +32.6% | 99,862 | $7.8M |
| Smart Money Group LLC | 2.26% | Add +20.9% | 99,521 | $7.8M |
| Refined Wealth Management | 5.14% | Reduce -3.7% | 98,070 | $7.6M |
| D.A. Davidson & Co. | 0.05% | Add +17.7% | 97,768 | $7.6M |
| Continuum Advisory, LLC | 0.75% | Add +3.5% | 96,296 | $7.5M |
| Parker Financial LLC | 2.94% | Add +1.1% | 93,123 | $7.3M |
| Veridan Wealth LLC | 2.40% | Add +2.0% | 91,570 | $7.1M |
| Cutler Investment Counsel LLC | 0.74% | Add +1.1% | 91,302 | $7.1M |
| Aptus Capital Advisors, LLC | 0.06% | Add +3.0% | 90,637 | $7.1M |
| Rossby Financial, LCC | 2.18% | Add +14.6% | 89,042 | $6.9M |
| Snowden Capital Advisors LLC | 0.18% | Add +7.1% | 87,917 | $6.8M |
| Genesis Private Wealth, LLC | 2.09% | Add +13.4% | 86,562 | $6.7M |
| Silver Oak Advisory Group, Inc. | 3.04% | Add +7.1% | 86,376 | $6.7M |
| Sovereign Investment Advisors, LLC | 1.67% | Add +1.4% | 85,720 | $6.7M |
| Wealth Advisory Team LLC | 5.89% | — | 85,614 | $6.7M |
| Sunesis Advisors, LLC | 3.02% | Add +3.1% | 85,526 | $6.7M |
| Naples Global Advisors, LLC | 0.50% | Add +23.0% | 85,199 | $6.6M |
| First Heartland Consultants, Inc. | 0.50% | Add +11.3% | 85,114 | $6.6M |
| Mutual Advisors, LLC | 0.14% | Add +5.1% | 84,986 | $6.6M |
| Bay Harbor Wealth Management, LLC | 1.71% | Reduce -1.4% | 83,915 | $6.5M |
| Clarity Capital Advisors, LLC | 3.26% | Add +9.0% | 83,816 | $6.5M |
| Sagace Wealth Management LLC | 4.39% | Add +1.6% | 82,895 | $6.5M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Reduce -3.5% | 82,048 | $6.4M |
| Conquis Financial LLC | 5.49% | Add +0.4% | 82,038 | $6.4M |
| ESL Trust Services, LLC | 1.22% | Add +16.2% | 81,568 | $6.4M |
| Evergreen Wealth Management, LLC | 3.17% | Add +3.6% | 80,887 | $6.3M |
| Fischer Investment Strategies, LLC | 3.66% | New | 80,609 | $6.3M |
| Milestone Investment Advisors LLC | 1.52% | Add +4.6% | 80,546 | $6.3M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -18.0% | 79,803 | $6.2M |
| Orrstown Financial Services Inc. | 1.04% | Add +29.6% | 79,792 | $6.2M |
| Retirement Planning Group, LLC | 0.20% | Reduce -31.8% | 79,628 | $6.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.37% | Add +7.7% | 79,067 | $6.2M |
| New Hampshire Trust | 1.19% | Add +71.0% | 78,840 | $6.1M |
| Sovereign Financial Group, Inc. | 1.08% | Add +4.1% | 77,949 | $6.1M |
| Leeward Financial Partners, LLC | 1.70% | Reduce -0.9% | 77,453 | $6.0M |
| Country Trust Bank | 0.11% | No change | 77,000 | $6.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -58.7% | 76,452 | $6.0M |
| Intergy Private Wealth, LLC | 1.78% | Reduce -0.4% | 75,618 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.7% | 75,606 | $5.9M |
| WealthCollab, LLC | 2.36% | Add +16.5% | 73,910 | $5.8M |
| Westwood Wealth Management | 4.26% | New | 72,757 | $5.7M |
| Lionshead Wealth Management, LLC | 4.26% | Add +2.4% | 72,757 | $5.7M |
| PFG Advisors | 0.27% | Add +15.9% | 71,702 | $5.6M |
| Richmond Brothers, Inc. | 3.55% | Reduce -25.9% | 71,581 | $5.6M |
| PCG Asset Management, LLC | 4.43% | Add +3.7% | 70,485 | $5.6M |
| Hardy Reed LLC | 0.39% | Add +4.7% | 70,569 | $5.5M |
| Granite Harbor Advisors, Inc. | 2.28% | Add +9.3% | 69,255 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Add +12.2% | 68,879 | $5.4M |
| Bay Capital Advisors, LLC | 3.24% | Add +85.4% | 68,242 | $5.3M |
| Cape Cod Five Cents Savings Bank | 0.49% | No change | 67,689 | $5.3M |
| Momentum Wealth Planning, LLC | 4.20% | Add +2.9% | 68,017 | $5.3M |
| Arax Advisory Partners | 0.15% | New | 67,433 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +7.3% | 67,171 | $5.2M |
| Park National Corp. | 0.16% | Add +11.2% | 66,779 | $5.2M |
| Summit Financial, LLC | 0.08% | Add +60.2% | 66,668 | $5.2M |
| Redhawk Wealth Advisors, Inc. | 0.58% | Reduce -19.7% | 66,582 | $5.2M |
| Spire Wealth Management | 0.17% | Add +3.3% | 66,568 | $5.2M |
| StoneX Group Inc. | 0.23% | Add +4.4% | 66,523 | $5.2M |
| Planned Solutions, Inc. | 1.61% | Add +3.1% | 63,766 | $5.0M |
| Jacobsen Capital Management | 1.62% | Add +3.5% | 63,736 | $5.0M |
| Prostatis Group LLC | 1.18% | Reduce -0.6% | 63,535 | $4.9M |
| Barclays PLC | 0.00% | No change | 62,714 | $4.9M |
| Precision Wealth Strategies, LLC | 1.58% | Reduce -25.7% | 62,610 | $4.9M |
| Centennial Bank | 1.92% | Add +4.5% | 61,859 | $4.8M |
| VestGen Advisors, LLC | 0.20% | Add +182.5% | 61,604 | $4.8M |
| Harbour Trust & Investment Management Co | 0.47% | Add +0.5% | 59,681 | $4.6M |
| Integrated Advisors Network LLC | 0.20% | Add +8.4% | 58,793 | $4.6M |
| Arcataur Capital Management LLC | 1.31% | Reduce -1.1% | 58,779 | $4.6M |
| Cwm, LLC | 0.01% | Add +294.2% | 58,601 | $4.6M |
| Aspire Private Capital, LLC | 1.01% | Add +0.9% | 58,078 | $4.5M |
| Hoxton Planning & Management, LLC | 1.33% | Add +83.8% | 57,034 | $4.4M |
| Capital Advisory Group Advisory Services, LLC | 1.29% | Add +0.8% | 56,517 | $4.4M |
| Valmark Advisers, Inc. | 0.05% | Add +20.1% | 56,514 | $4.4M |
| Family Legacy, Inc. | 1.31% | Add +0.4% | 56,269 | $4.4M |
| Bessemer Group Inc. | 0.01% | Reduce -11.4% | 56,230 | $4.4M |
| SeedSafe Financial LLC | 3.81% | — | 55,308 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +406.5% | 55,296 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +13.9% | 55,287 | $4.3M |
| Graetz Wealth LLC | 3.91% | — | 55,185 | $4.3M |
| Marmo Financial Group, LLC | 2.00% | Add +3.3% | 54,342 | $4.2M |
| Arcadia Wealth Management, LLC | 1.57% | Add +0.7% | 54,159 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +1.7% | 97,827 | $4.2M |
| Diversified Portfolios, Inc. | 0.34% | Reduce -12.0% | 52,284 | $4.1M |
| Advisors Preferred, LLC | 0.66% | Reduce -5.0% | 51,732 | $4.0M |
| Uptown Financial Advisors LLC | 3.41% | Add +13.1% | 51,432 | $4.0M |
| Meridian Financial Partners LLC | 1.58% | Add +10.7% | 51,441 | $4.0M |
| HUB Investment Partners, LLC | 0.11% | Reduce -22.6% | 51,341 | $4.0M |
| Smartleaf Asset Management LLC | 0.15% | Add +90.4% | 50,896 | $4.0M |
| CoreCap Advisors, LLC | 0.14% | Reduce -0.7% | 50,935 | $4.0M |
| White Lighthouse Investment Management Inc. | 0.54% | Add +2.6% | 49,730 | $3.9M |
| WCG Wealth Advisors LLC | 0.11% | New | 49,452 | $3.9M |
| Balance Wealth Partners LLC | 1.21% | Reduce -0.6% | 48,252 | $3.8M |
| Secure Asset Management, LLC | 0.59% | Add +5.9% | 47,825 | $3.7M |
| Brindle & Bay Financial Advisors, LLC | 2.47% | — | 47,741 | $3.7M |
| Graney & King, LLC | 2.15% | Add +145.7% | 47,278 | $3.7M |
| Parr McKnight Wealth Management Group, LLC | 0.48% | Add +14.8% | 46,845 | $3.6M |
| Red Wave Investments LLC | 1.08% | Reduce -0.7% | 46,512 | $3.6M |
| Midwest Financial Network, LLC | 2.79% | Add +6.8% | 46,499 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +7.1% | 46,349 | $3.6M |
| Amplius Wealth Advisors, LLC | 0.30% | Reduce -2.2% | 46,091 | $3.6M |
| Capital Investment Management, Inc. | 1.25% | — | 45,981 | $3.6M |
| Investments & Financial Planning, LLC | 1.92% | Add +4.3% | 45,926 | $3.6M |
| Bank of Stockton | 1.01% | Reduce -48.6% | 45,504 | $3.5M |
| Aureus Asset Management, LLC | 0.22% | Reduce -0.3% | 43,775 | $3.4M |
| St. Louis Trust Co | 0.38% | No change | 42,920 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +59.2% | 42,757 | $3.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.12% | — | 42,664 | $3.3M |
| Kelman-Lazarov, Inc. | 0.47% | Add +3.8% | 42,537 | $3.3M |
| Kickstand Ventures, Llc. | 0.70% | Reduce -0.2% | 42,519 | $3.3M |
| Warwick Investment Management, Inc. | 0.51% | Reduce -4.5% | 42,290 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +11.6% | 42,251 | $3.3M |
| Harbour Investments, Inc. | 0.07% | Add +28.1% | 41,661 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +6.9% | 41,625 | $3.2M |
| RS Crum Inc. | 0.64% | Reduce -1.1% | 41,234 | $3.2M |
| Capital Investment Advisors, LLC | 0.05% | Add +337.6% | 41,185 | $3.2M |
| Chris Bulman Inc | 1.41% | Add +22.0% | 41,014 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.9% | 40,705 | $3.2M |
| Joseph P. Lucia & Associates, LLC | 1.12% | Add +16.0% | 39,806 | $3.1M |
| Pacific Park Financial, Inc. | 1.93% | — | 39,710 | $3.1M |
| Elevated Capital Advisors, LLC | 0.72% | Reduce -3.9% | 39,608 | $3.1M |
| Eclectic Associates Inc. | 0.48% | Add +1.1% | 39,411 | $3.1M |
| C M Bidwell & Associates Ltd. | 1.45% | Add +3.8% | 39,324 | $3.1M |
| Integrity Alliance, Llc. | 0.11% | New | 38,887 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +23.9% | 38,662 | $3.0M |
| Jim Saulnier & Associates, LLC | 1.53% | Reduce -3.1% | 37,947 | $3.0M |
| Sterling Investment Management, LLC | 1.66% | Reduce -2.4% | 37,618 | $2.9M |
| PFG Investments, LLC | 0.14% | Add +5.1% | 37,415 | $2.9M |
| Westfuller Advisors, LLC | 1.18% | Reduce -7.9% | 37,392 | $2.9M |
| Wealth Management Associates, Inc. | 1.01% | Add +4.6% | 37,192 | $2.9M |
| Bank of Hawaii | 0.14% | Add +2.9% | 36,614 | $2.9M |
| Wilkins Miller Wealth Management, LLC | 1.65% | Add +72.8% | 35,528 | $2.8M |
| Nabity-Jensen Investment Management Inc | 1.87% | Reduce -0.6% | 35,448 | $2.8M |
| Waller Financial Planning Group, Inc. | 0.61% | Reduce -8.3% | 35,226 | $2.7M |
| Manuka Financial, LLC | 1.69% | Reduce -13.0% | 34,919 | $2.7M |
| Lynx Investment Advisory | 1.48% | Reduce -3.0% | 34,843 | $2.7M |
| Smith Partners Wealth Management, LLC | 2.47% | — | 34,526 | $2.7M |
| BancFirst Trust & Investment Management | 1.11% | Add +1.5% | 34,387 | $2.7M |
| Bourgeon Capital Management LLC | 0.44% | Add +22.0% | 34,430 | $2.7M |
| Blom & Howell Financial Planning, Inc. | 2.63% | — | 33,962 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.28% | Add +0.0% | 33,649 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 1.01% | Add +128.2% | 33,617 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +17.4% | 33,382 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.65% | Add +1.0% | 33,167 | $2.6M |
| Level Financial Advisors | 0.68% | Add +25.2% | 32,939 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.9% | 32,440 | $2.5M |
| Matisse Capital | 1.12% | No change | 32,186 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +21.8% | 32,176 | $2.5M |
| Retirement Wealth Solutions LLC | 1.56% | Add +1.4% | 31,727 | $2.5M |
| TSA Wealth Managment LLC | 0.82% | Reduce -1.4% | 31,613 | $2.5M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -5.3% | 31,488 | $2.5M |
| JFS Wealth Advisors, LLC | 0.14% | No change | 30,988 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -10.8% | 30,872 | $2.4M |
| Hopwood Nicholas Hunter | 0.78% | — | 30,622 | $2.4M |
| Physician Wealth Solutions Inc. | 1.01% | Reduce -1.9% | 30,547 | $2.4M |
| Revisor Wealth Management LLC | 0.63% | Reduce -5.8% | 30,303 | $2.4M |
| Patten Group, Inc. | 0.43% | Add +8.8% | 30,156 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -5.2% | 29,533 | $2.3M |
| Lanark Financial, Inc. | 0.17% | Add +11.7% | 29,309 | $2.3M |
| Compass Financial Group, Inc. | 1.00% | Add +7.0% | 29,078 | $2.3M |
| Larson Financial Group LLC | 0.08% | Reduce -17.2% | 28,948 | $2.3M |
| Provident Wealth Management, LLC | 0.65% | Reduce -1.5% | 28,335 | $2.2M |
| Beaird Harris Wealth Management, LLC | 0.15% | Add +6.8% | 28,147 | $2.2M |
| Savvy Advisors, Inc. | 0.07% | Add +3.5% | 28,008 | $2.2M |
| Ieq Capital, LLC | 0.01% | Reduce -2.2% | 27,860 | $2.2M |
| Per Stirling Capital Management, LLC. | 0.24% | Add +8.3% | 27,793 | $2.2M |
| Ballentine Partners, LLC | 0.03% | Add +0.3% | 26,484 | $2.1M |
| Capital Advisors, Ltd. LLC | 0.23% | Add +0.8% | 26,449 | $2.1M |
| Breakwater Capital Group | 0.29% | Add +0.2% | 26,405 | $2.1M |
| Raffa Wealth Management, LLC | 0.31% | Reduce -67.8% | 26,142 | $2.0M |
| Amicus Financial Advisors, LLC | 0.57% | — | 26,141 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.35% | Add +2.0% | 26,081 | $2.0M |
| Boston Family Office LLC | 0.13% | Reduce -2.3% | 25,945 | $2.0M |
| First Horizon Corp. | 0.09% | Add +35.0% | 25,436 | $2.0M |
| Strategic Investment Advisors / MI | 0.17% | Reduce -1.4% | 25,081 | $2.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +0.5% | 25,091 | $2.0M |
| Motco | 0.18% | Add +2.9% | 24,946 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +23.8% | 24,731 | $1.9M |
| Uptick Partners, LLC | 0.41% | Add +167.4% | 24,737 | $1.9M |
| EJMK Ventures LLC | 1.18% | — | 24,642 | $1.9M |
| BLB&B Advisors, LLC | 0.08% | Reduce -13.8% | 24,414 | $1.9M |
| Dopkins Wealth Management, LLC | 0.77% | Reduce -7.0% | 24,354 | $1.9M |
| Atlatl Advisers LLC | 0.72% | Add +8.4% | 23,976 | $1.9M |
| Kuhn & Co Investment Counsel | 1.24% | Add +14.0% | 23,913 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +19.5% | 23,672 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +3.1% | 23,598 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -8.7% | 23,511 | $1.8M |
| Pillar Financial Advisors, LLC | 1.09% | Reduce -0.8% | 23,247 | $1.8M |
| PCM Encore, LLC | 0.39% | — | 23,246 | $1.8M |
| Invenio Wealth Partners LLC | 0.67% | Reduce -1.2% | 23,005 | $1.8M |
| Capital Investment Services of America, Inc. | 0.17% | Reduce -9.3% | 22,965 | $1.8M |
| United Bank | 0.23% | No change | 22,249 | $1.7M |
| Wheelhouse Advisory Group LLC | 0.66% | Add +62.6% | 22,133 | $1.7M |
| HT Partners LLC | 0.51% | Add +0.8% | 21,970 | $1.7M |
| First Community Trust NA | 1.25% | Add +5421.5% | 21,534 | $1.7M |
| Earned Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 21,444 | $1.7M |
| Abacus Wealth Partners, LLC | 0.16% | Add +3.6% | 21,349 | $1.7M |
| CGC Financial Services, LLC | 0.44% | Add +31.0% | 20,976 | $1.6M |
| Life Planning Partners, Inc | 1.25% | Reduce -3.1% | 20,904 | $1.6M |
| Kampmann Melissa S. | 1.16% | Add +2.5% | 20,254 | $1.6M |
| Ballast Rock Private Wealth LLC | 0.98% | — | 20,164 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Add +1.5% | 20,103 | $1.6M |
| Calder Financial LLC | 1.53% | — | 20,022 | $1.6M |
| Truvestments Capital LLC | 0.28% | Reduce -1.9% | 19,959 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.41% | Add +15.4% | 19,626 | $1.5M |
| CGN Advisors LLC | 0.12% | Add +1.8% | 19,624 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -0.7% | 19,513 | $1.5M |
| Arkadios Wealth Advisors | 0.03% | Add +8.8% | 19,429 | $1.5M |
| Greenline Wealth Management LLC | 1.55% | — | 19,289 | $1.5M |
| Shade Tree Advisors LLC | 1.14% | No change | 19,256 | $1.5M |
| BAM Wealth Management, LLC | 1.07% | Reduce -0.2% | 18,965 | $1.5M |
| Busey Bank | 0.04% | Add +3.9% | 18,685 | $1.5M |
| Mengis Capital Management, Inc. | 0.26% | Reduce -5.2% | 18,604 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Add +28.8% | 18,341 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.83% | Reduce -35.9% | 18,287 | $1.4M |
| Partners in Financial Planning | 0.24% | Add +0.4% | 18,101 | $1.4M |
| Evanson Asset Management, LLC | 0.08% | Add +154.1% | 18,054 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.38% | Add +442.7% | 17,932 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +173.4% | 17,706 | $1.4M |
| Plum Street Advisors, LLC | 0.49% | Reduce -1.6% | 17,653 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.4% | 17,645 | $1.4M |
| KRM Wealth Management L.L.C. | 0.75% | — | 17,520 | $1.4M |
| Rothschild Investment LLC | 0.07% | Add +0.3% | 17,480 | $1.4M |
| Heritage Investors Management Corp. | 0.04% | Add +2.6% | 17,443 | $1.4M |
| Kennebec Savings Bank | 1.17% | Add +708.8% | 17,429 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +6.8% | 17,313 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +14.5% | 17,304 | $1.3M |
| 2UniFi Bank | 0.64% | Add +12.3% | 17,196 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | Reduce -31.6% | 16,959 | $1.3M |
| Ascent Group, LLC | 0.04% | Reduce -12.2% | 16,909 | $1.3M |
| GC Wealth Management RIA, LLC | 0.05% | New | 16,863 | $1.3M |
| Northstar Financial Companies, Inc. | 1.04% | Add +148.9% | 16,811 | $1.3M |
| Livet Wealth, LLC | 0.80% | — | 16,765 | $1.3M |
| Eagle Strategies LLC | 0.17% | Reduce -6.8% | 16,762 | $1.3M |
| NBT Bank, N.A. | 0.08% | Add +8.6% | 16,700 | $1.3M |
| Spring Capital Management, LLC | 0.66% | Add +1.3% | 16,733 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +12.4% | 16,508 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 16,379 | $1.3M |
| Caldwell Trust Co | 0.11% | No change | 16,310 | $1.3M |
| Vista Cima Wealth Management LLC | 1.06% | Add +0.1% | 16,257 | $1.3M |
| Nalls Sherbakoff Group, LLC | 0.91% | Reduce -14.1% | 16,218 | $1.3M |
| FinDec Wealth Services, Inc. | 1.34% | Add +0.3% | 16,071 | $1.3M |
| Headinvest, LLC | 0.25% | Reduce -3.3% | 15,998 | $1.2M |
| Hershey Financial Advisers, LLC | 1.04% | Reduce -13.6% | 15,746 | $1.2M |
| Mullaney, Keating & Wright, Inc. | 0.65% | Add +418.6% | 15,728 | $1.2M |
| Legacy Wealth Partners, LLC | 0.31% | — | 15,608 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +2.2% | 15,558 | $1.2M |
| Anderson Hoagland & Co. | 0.10% | No change | 15,496 | $1.2M |
| Argent Trust Co | 0.04% | New | 15,394 | $1.2M |
| Calton & Associates, Inc. | 0.18% | Add +11.2% | 15,322 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | Add +10.8% | 15,312 | $1.2M |
| Lighthouse Wealth Management Inc. | 0.81% | Reduce -2.0% | 15,274 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -1.1% | 15,134 | $1.2M |
| Oakmont Advisory Group, LLC | 1.26% | — | 15,125 | $1.2M |
| Covenant Asset Management, LLC | 0.23% | New | 15,113 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +154.2% | 15,101 | $1.2M |
| Pearl Planning LLC | 0.72% | — | 15,069 | $1.2M |
| Absolute Capital Management, LLC | 0.43% | Add +29.6% | 15,036 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +13.2% | 15,026 | $1.2M |
| Donalies Financial Planning, LLC | 1.00% | — | 15,011 | $1.2M |
| Fagan Associates, Inc. | 0.16% | Reduce -0.4% | 14,964 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Reduce -4.5% | 14,887 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.06% | Add +26.0% | 14,877 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +2.9% | 14,836 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.46% | New | 14,760 | $1.1M |
| United Financial Planning Group LLC | 0.69% | New | 14,672 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.55% | — | 14,569 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.93% | Add +30.0% | 14,519 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.18% | No change | 14,110 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.18% | — | 13,991 | $1.1M |
| F/m Investments LLC | 0.04% | Add +4.5% | 13,927 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce -9.0% | 13,925 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +1.4% | 13,853 | $1.1M |
| Seros Financial, LLC | 0.62% | New | 13,636 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +23.9% | 13,569 | $1.1M |
| Eagle Global Advisors LLC | 0.04% | Add +43.2% | 13,535 | $1.1M |
| Atlantic Family Wealth, LLC | 0.79% | Add +14.2% | 13,504 | $1.1M |
| Trust Co. of Vermont | 0.04% | Reduce -4.1% | 13,503 | $1.1M |
| Synergy Asset Management, LLC | 0.11% | Reduce -69.1% | 13,487 | $1.1M |
| Security Financial Services, INC. | 0.16% | Add +5.9% | 13,476 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +5.2% | 13,325 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Add +9.8% | 13,315 | $1.0M |
| First County Bank | 0.55% | Add +11.1% | 13,279 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Reduce -14.6% | 13,128 | $1.0M |
| Mascagni Wealth Management, Inc. | 0.76% | Reduce -0.4% | 13,050 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -7.5% | 12,889 | $1.0M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.4% | 12,878 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -1.5% | 12,838 | $1000K |
| Hilltop Holdings Inc. | 0.06% | Reduce -7.6% | 12,833 | $999K |
| Easterly Investment Partners LLC | 0.06% | Reduce -2.9% | 12,816 | $998K |
| Five Pine Wealth Management | 0.64% | Add +7.5% | 12,752 | $993K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -20.3% | 12,646 | $985K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.6% | 12,553 | $978K |
| Estate Counselors, LLC | 0.08% | Reduce -8.8% | 12,500 | $974K |
| Courage Miller Partners, LLC | 0.29% | Reduce -0.2% | 12,235 | $953K |
| RFG Advisory, LLC | 0.02% | Add +78.1% | 11,960 | $931K |
| Diversify Wealth Management, LLC | 0.04% | Add +56.8% | 11,798 | $920K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.2% | 11,792 | $918K |
| Successful Portfolios LLC | 0.46% | Add +21.7% | 11,637 | $907K |
| InvesTrust | 0.35% | Reduce -0.6% | 11,586 | $902K |
| Kondo Wealth Advisors, Inc. | 0.35% | Reduce -9.0% | 11,580 | $902K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -17.6% | 11,570 | $901K |
| First National Bank of Omaha | 0.03% | New | 11,535 | $901K |
| Opus Financial Solutions LLC | 0.85% | — | 11,566 | $901K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,486 | $895K |
| Carmel Capital Partners, LLC | 0.31% | Reduce -1.4% | 11,470 | $893K |
| LifePlan Investment Advisors, Inc. | 0.36% | Add +11.3% | 11,377 | $886K |
| Becker Capital Management Inc. | 0.03% | Add +9.8% | 11,333 | $883K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -28.4% | 11,267 | $878K |
| WoodTrust Financial Corp | 0.10% | Add +36.4% | 11,236 | $875K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.8% | 11,180 | $871K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.4% | 11,118 | $866K |
| Principal Securities, Inc. | 0.01% | Add +32.1% | 11,117 | $866K |
| Advisory Alpha, LLC | 0.02% | Reduce -8.5% | 10,964 | $854K |
| Welch & Forbes LLC | 0.01% | Add +0.9% | 10,933 | $851K |
| Shelter Mutual Insurance Co | 0.19% | No change | 10,900 | $849K |
| Family Wealth Partners, LLC | 0.30% | Add +0.8% | 10,806 | $842K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -3.2% | 10,736 | $836K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -11.2% | 10,732 | $836K |
| Capital Asset Managemnet, LLC | 0.92% | — | 10,613 | $827K |
| Asset Allocation Strategies LLC | 0.15% | Reduce -22.9% | 10,524 | $820K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +64.0% | 10,411 | $811K |
| Guidance Capital, Inc. | 0.20% | Add +3.0% | 10,355 | $805K |
| Compound Planning, Inc. | 0.02% | Add +5.9% | 10,298 | $802K |
| Outlook Wealth Advisors, LLC | 0.18% | No change | 10,280 | $801K |
| M Holdings Securities, Inc. | 0.06% | New | 10,271 | $800K |
| SageView Advisory Group, LLC | 0.03% | Add +0.9% | 10,198 | $794K |
| Websterrogers Financial Advisors, LLC | 0.23% | Reduce -0.0% | 10,192 | $794K |
| Zuckerman Investment Group, LLC | 0.07% | Add +1.6% | 10,125 | $789K |
| Northern Trust Corp. | 0.00% | Reduce -30.0% | 10,119 | $788K |
| Pacific Financial Group Inc. | 0.44% | Reduce -15.4% | 10,105 | $787K |
| Invesco Ltd. | 0.00% | Reduce -6.5% | 10,073 | $784K |
| GWN Securities Inc. | 0.16% | Add +9.8% | 10,021 | $780K |
| Ascentis Independent Advisors | 0.13% | New | 10,002 | $779K |
| Cadent Capital Advisors, LLC | 0.21% | Reduce -17.2% | 10,002 | $779K |
| WealthCare Investment Partners, LLC | 0.22% | Add +2.8% | 9,908 | $771K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.1% | 9,896 | $771K |
| Dakota Community Bank & Trust NA | 2.64% | Add +350.3% | 9,892 | $770K |
| Platform Technology Partners | 0.16% | Reduce -8.6% | 9,845 | $767K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.9% | 9,802 | $763K |
| LCW Services, LLC | 0.41% | — | 9,799 | $763K |
| Powers Advisory Group, LLC | 0.29% | Add +0.7% | 9,796 | $763K |
| Tudor Investment Corporation | 0.00% | Add +47.5% | 9,784 | $762K |
| Brio Consultants, LLC | 0.10% | Add +0.1% | 9,781 | $762K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 9,673 | $753K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +38.6% | 9,661 | $752K |
| Private Wealth Group, LLC | 0.36% | No change | 9,597 | $747K |
| Maxele Advisors, LLC | 0.60% | Add +28.9% | 9,489 | $739K |
| Keudell/Morrison Wealth Management | 0.16% | — | 9,483 | $739K |
| Adelphi Trust Co | 0.60% | — | 9,383 | $731K |
| Thrive Capital Management, LLC | 0.16% | Add +53.6% | 9,273 | $722K |
| Members Trust Co | 0.02% | No change | 9,250 | $720K |
| Barnes Pettey Financial Advisors, LLC | 0.35% | No change | 9,186 | $715K |
| Ashton Thomas Securities, LLC | 0.13% | Add +3.8% | 9,051 | $705K |
| Prospera Capital Management, LLC | 0.36% | Add +1.4% | 9,050 | $705K |
| Net Worth Advisory Group | 0.14% | New | 9,013 | $702K |
| Ramiah Investment Group | 0.61% | Reduce -3.9% | 9,005 | $701K |
| Professional Financial Advisors, LLC | 0.14% | Add +1.1% | 8,951 | $697K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -43.1% | 8,942 | $696K |
| Aprio Wealth Management, LLC | 0.04% | New | 8,937 | $696K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.1% | 8,779 | $684K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -10.4% | 8,618 | $671K |
| Sonata Capital Group Inc. | 0.24% | Add +4.6% | 8,546 | $666K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +0.7% | 8,534 | $665K |
| Prestige Wealth Management Group LLC | 0.13% | Add +124.9% | 8,462 | $659K |
| Creative Financial Designs Inc. | 0.04% | Add +8.0% | 8,347 | $650K |
| One Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 8,330 | $649K |
| Global Financial Private Client, LLC | 0.23% | Reduce -0.1% | 8,250 | $642K |
| Arlington Financial Advisors, LLC | 0.09% | Reduce -0.8% | 8,243 | $642K |
| Kanawha Capital Management LLC | 0.04% | Add +4.4% | 8,227 | $641K |
| Latko Wealth Management, Ltd. | 0.31% | Reduce -3.0% | 8,095 | $630K |
| Smith, Moore & Co. | 0.05% | Add +31.8% | 7,998 | $623K |
| Fiduciary Trust Co | 0.01% | Reduce -2.6% | 7,965 | $620K |
| Florida Trust Wealth Management Co | 0.02% | New | 7,908 | $616K |
| Delta Financial Advisors LLC | 0.16% | Add +149.8% | 7,795 | $607K |
| UMB Bank, n.a. | 0.01% | Reduce -12.2% | 7,762 | $605K |
| Alamar Capital Management, LLC | 0.33% | No change | 7,757 | $604K |
| Wealth Management Nebraska | 0.07% | Reduce -3.0% | 7,738 | $603K |
| McAdam, LLC | 0.03% | Add +10.4% | 7,692 | $599K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.9% | 7,616 | $593K |
| First Citizens Financial Corp | 0.29% | Reduce -20.6% | 7,582 | $590K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -2.9% | 7,560 | $589K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.8% | 7,493 | $584K |
| Bank of New Hampshire | 0.13% | Add +4.3% | 7,376 | $574K |
| Chapin Davis, Inc. | 0.13% | Add +39.9% | 7,249 | $565K |
| WPG Advisers, LLC | 0.41% | Reduce -14.6% | 7,078 | $551K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -28.0% | 7,066 | $550K |
| Cypress Wealth Services, LLC | 0.08% | Add +1.4% | 7,056 | $550K |
| Southland Equity Partners LLC | 0.11% | Add +1.7% | 6,957 | $542K |
| SWP Financial LLC | 0.27% | Add +0.0% | 6,910 | $538K |
| Austin Private Wealth, LLC | 0.04% | Reduce -72.9% | 6,868 | $535K |
| DBK Financial Counsel, LLC | 0.41% | Add +0.9% | 6,801 | $530K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -78.7% | 6,684 | $521K |
| Traveka Wealth, LLC | 0.21% | Reduce -25.1% | 6,660 | $519K |
| Peak Planning Group, LLC | 0.14% | Add +3.9% | 6,642 | $517K |
| Flputnam Investment Management Co. | 0.01% | New | 6,599 | $514K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $510K |
| Vance Wealth, LLC | 0.15% | Add +1.8% | 6,509 | $507K |
| Breakwater Investment Management | 0.18% | No change | 6,501 | $506K |
| Barrett & Company, Inc. | 0.17% | Reduce -0.4% | 6,465 | $504K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.1% | 6,431 | $501K |
| Facet Wealth, Inc. | 0.01% | New | 6,397 | $498K |
| Bruce G. Allen Investments, LLC | 0.33% | Add +1.4% | 6,322 | $492K |
| TD Capital Management LLC | 0.04% | Add +0.2% | 6,280 | $489K |
| Legacy Trust | 0.09% | No change | 6,261 | $488K |
| BridgePort Financial Solutions, LLC | 0.13% | No change | 6,222 | $485K |
| Petix & Botte Co | 0.11% | Add +0.3% | 6,216 | $484K |
| Maia Wealth LLC | 0.08% | Reduce -38.2% | 6,179 | $484K |
| Brookwood Investment Group LLC | 0.06% | Reduce -12.6% | 6,069 | $473K |
| Stanley-Laman Group, Ltd. | 0.06% | Add +0.6% | 5,642 | $473K |
| Wesbanco Bank Inc. | 0.01% | Add +1.8% | 6,056 | $472K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.2% | 6,025 | $469K |
| Magnolia Private Wealth, LLC | 0.33% | No change | 6,000 | $467K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -7.5% | 5,992 | $467K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +26.8% | 5,956 | $464K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 5,900 | $459K |
| Townsend Financial Planning, LLC | 0.46% | — | 5,852 | $456K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -5.2% | 5,813 | $453K |
| Idaho Trust Co | 0.15% | Reduce -15.9% | 5,780 | $450K |
| Bluebird Wealth Management LLC | 0.42% | — | 5,758 | $448K |
| RoundAngle Advisors LLC | 0.33% | Add +4.6% | 5,748 | $448K |
| Hills Bank & Trust Co | 0.03% | Reduce -1.4% | 5,702 | $444K |
| VestGen Investment Management | 0.24% | Reduce -5.3% | 5,651 | $440K |
| Swisher Financial Concepts, Inc. | 0.25% | Add +22.5% | 5,649 | $440K |
| Dearborn Partners LLC | 0.02% | Reduce -2.3% | 5,563 | $433K |
| TBH Global Asset Management, LLC | 0.07% | Add +8.9% | 5,527 | $430K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -34.3% | 5,525 | $430K |
| Thomasville National Bank | 0.03% | No change | 5,500 | $428K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 5,485 | $427K |
| KPP Advisory Services LLC | 0.06% | Reduce -4.7% | 5,482 | $427K |
| Elevatus Welath Management | 0.12% | Reduce -7.2% | 5,463 | $425K |
| Walkner Condon Financial Advisors LLC | 0.06% | New | 5,462 | $425K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $424K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 5,445 | $424K |
| Cresset Asset Management, LLC | 0.00% | New | 5,435 | $423K |
| One Capital Management, LLC | 0.01% | No change | 5,363 | $418K |
| Maripau Wealth Management LLC | 0.19% | Reduce -1.9% | 5,363 | $418K |
| Long Island Wealth Management, Inc. | 0.20% | Add +1.4% | 5,356 | $417K |
| Brookmont Capital Management | 0.24% | Add +0.3% | 5,344 | $416K |
| Commerce Bank | 0.00% | New | 5,327 | $415K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 5,316 | $415K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -33.5% | 5,316 | $414K |
| Gibraltar Capital Management, Inc. | 0.07% | Add +43.4% | 5,312 | $414K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 5,300 | $413K |
| Forefront Wealth Management Inc. | 0.30% | Add +49.8% | 5,299 | $413K |
| Trilogy Capital Inc. | 0.02% | Add +1.4% | 5,269 | $410K |
| NewEdge Wealth, LLC | 0.00% | Add +1.2% | 5,262 | $410K |
| Golden Road Advisors LLC | 0.23% | Add +31.5% | 5,253 | $409K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +1.1% | 5,233 | $408K |
| Leo Wealth, LLC | 0.03% | New | 5,225 | $407K |
| FineMark National Bank & Trust | 0.01% | Reduce -6.3% | 5,204 | $405K |
| Brooklyn Investment Group | 0.02% | Reduce -0.9% | 5,177 | $405K |
| Poinciana Advisors Group, LLC | 0.31% | Add +1.4% | 5,125 | $399K |
| Loudon Investment Management, LLC | 0.21% | Add +9.2% | 5,117 | $399K |
| MeadowBrook Investment Advisors LLC | 0.35% | Reduce -9.0% | 5,050 | $398K |
| WealthTrak Capital Management LLC | 0.28% | Add +0.9% | 5,104 | $398K |
| Atmos Advisory, LLC | 0.23% | New | 5,077 | $395K |
| Compass Advisory Group LLC | 0.10% | Add +1.4% | 4,992 | $389K |
| Ancora Advisors LLC | 0.01% | Add +1.2% | 4,982 | $388K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +1.3% | 4,976 | $387K |
| Everest Financial Group LLC | 0.08% | — | 4,850 | $378K |
| EnRich Financial Partners LLC | 0.10% | Add +6.0% | 4,841 | $377K |
| MADDEN SECURITIES Corp | 0.11% | Reduce -1.8% | 4,827 | $376K |
| Fourth Dimension Wealth, LLC | 0.14% | Add +0.0% | 4,811 | $375K |
| Franklin Resources Inc. | 0.00% | No change | 4,765 | $371K |
| Montz Harcus Wealth Management LLC | 0.15% | Add +1.5% | 4,764 | $371K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.7% | 4,769 | $371K |
| Modern Wealth Management, LLC | 0.01% | Add +58.3% | 4,753 | $370K |
| S.A. Mason LLC | 0.15% | Add +36.0% | 4,721 | $368K |
| Strathmore Capital Advisors, Inc. | 0.12% | Reduce -8.4% | 4,720 | $368K |
| Flagstar Securities, Inc. | 0.12% | Add +1.3% | 4,692 | $365K |
| Center For Asset Management LLC | 0.19% | Add +3.9% | 4,677 | $364K |
| Csenge Advisory Group | 0.02% | New | 4,661 | $363K |
| Richardson Financial Services Inc. | 0.12% | Add +4.2% | 2,196 | $362K |
| Ignite Planners, LLC | 0.06% | Reduce -22.5% | 4,644 | $362K |
| Fisher Asset Management | 0.00% | Reduce -27.1% | 4,630 | $361K |
| SilverOak Wealth Management LLC | 0.06% | No change | 4,621 | $360K |
| Northstar Group, Inc. | 0.05% | No change | 4,590 | $357K |
| Princeton Capital Management LLC | 0.09% | New | 4,584 | $357K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.9% | 4,575 | $356K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 4,547 | $355K |
| New Covenant Trust Company, N.A. | 0.32% | No change | 4,519 | $352K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 4,514 | $352K |
| Split Rock Private Trading & Wealth Management, LLC | 0.28% | — | 4,448 | $346K |
| XY Planning Network, Inc. | 0.06% | New | 4,426 | $345K |
| Murphy & Mullick Capital Management Corp | 0.24% | Reduce -50.8% | 4,348 | $339K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -11.8% | 4,345 | $338K |
| Smallwood Wealth Investment Management, LLC | 0.18% | Reduce -17.9% | 4,331 | $337K |
| Liberty Wealth Management LLC | 0.04% | Reduce -7.8% | 4,330 | $337K |
| LaFleur & Godfrey LLC | 0.04% | Add +7.1% | 4,297 | $335K |
| Carter Financial, LLC | 0.30% | — | 4,294 | $334K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.2% | 4,291 | $334K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -43.6% | 4,264 | $332K |
| Arbor Wealth Advisors LLC | 0.24% | Add +0.6% | 4,260 | $332K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +4.1% | 4,257 | $330K |
| LongView Wealth Management | 0.08% | Reduce -22.8% | 4,220 | $329K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 4,216 | $328K |
| Caitlin John, LLC | 0.21% | No change | 4,209 | $328K |
| Wealthspire Advisors, LLC | 0.00% | Add +29.6% | 4,208 | $328K |
| Woodward Diversified Capital, LLC | 0.15% | Reduce -44.5% | 4,181 | $326K |
| Bath Savings Trust Co | 0.03% | Add +9.3% | 4,120 | $321K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,115 | $320K |
| Panoramic Investment Advisors, LLC | 0.17% | No change | 4,100 | $319K |
| Andrews, Lucia Wealth Management LLC | 0.19% | Reduce -22.4% | 4,087 | $318K |
| PAX Financial Group, LLC | 0.05% | Reduce -74.9% | 4,007 | $312K |
| Endeavor Private Wealth, Inc. | 0.09% | Add +6.9% | 3,992 | $311K |
| Quotient Wealth Partners, LLC | 0.01% | Add +2.5% | 3,983 | $310K |
| Cogent Private Wealth, Inc. | 0.24% | — | 3,975 | $310K |
| FFG Retirement Advisors LLC | 0.19% | No change | 3,961 | $308K |
| IFG Advisory, LLC | 0.01% | Add +0.6% | 3,946 | $307K |
| PKS Advisory Services, LLC | 0.07% | Reduce -2.5% | 3,946 | $307K |
| Marshall Investment Management, LLC | 0.15% | New | 3,931 | $306K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +49.1% | 3,881 | $302K |
| Maridea Wealth Management LLC | 0.05% | Reduce -3.5% | 3,858 | $300K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +14.5% | 3,854 | $300K |
| World Equity Group, Inc. | 0.08% | Add +3.7% | 3,853 | $300K |
| Western Wealth Management, LLC | 0.01% | Add +5.2% | 3,847 | $300K |
| Moors & Cabot, Inc. | 0.01% | Reduce -7.6% | 3,841 | $299K |
| Dakota Wealth Management | 0.01% | Add +10.9% | 3,799 | $296K |
| Planning Directions Inc. | 0.15% | Add +26.7% | 3,752 | $292K |
| Arcadia Wealth Management, Inc. | 0.17% | No change | 3,743 | $292K |
| Jones Kertz & Associates, Inc. | 0.15% | — | 3,738 | $291K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +0.7% | 3,717 | $290K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,711 | $289K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,707 | $289K |
| Bogart Wealth, LLC | 0.01% | Reduce -3.4% | 3,702 | $288K |
| RCS Financial Planning, LLC | 0.12% | Add +36.3% | 3,682 | $287K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,675 | $286K |
| Kestra Investment Management, LLC | 0.01% | Add +11.1% | 3,670 | $286K |
| Summit Wealth Group, LLC | 0.07% | Reduce -9.3% | 3,667 | $286K |
| Radnor Capital Management, LLC | 0.04% | Reduce -38.1% | 3,662 | $285K |
| Wealthspire Retirement, LLC | 0.02% | Add +8.2% | 3,622 | $282K |
| Aegis Wealth Management LLC | 0.16% | Add +16.6% | 3,604 | $281K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +49.5% | 3,595 | $280K |
| Gibson Capital, LLC | 0.05% | No change | 3,595 | $280K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | New | 3,580 | $279K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +42.9% | 3,574 | $278K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 3,568 | $278K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Add +0.4% | 3,553 | $277K |
| CRA Financial Services, LLC | 0.04% | Add +3.8% | 3,530 | $275K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -25.5% | 3,520 | $274K |
| Alpha Financial Partners LLC | 0.17% | New | 3,501 | $273K |
| Integrated Wealth Management | 0.31% | — | 3,490 | $272K |
| Anchor Investment Management, LLC | 0.02% | Reduce -8.4% | 3,484 | $271K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Add +3.2% | 3,483 | $271K |
| HF Advisory Group, LLC | 0.09% | Add +20.1% | 3,455 | $269K |
| Redwood Investment Management, LLC | 0.03% | Reduce -10.5% | 3,455 | $269K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.2% | 3,413 | $266K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -7.2% | 3,428 | $266K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.3% | 3,389 | $264K |
| Echo Wealth Management, LLC | 0.15% | Reduce -47.8% | 3,379 | $263K |
| TCFG Wealth Management, LLC | 0.10% | No change | 3,365 | $262K |
| Forum Private Client Group LLC | 0.09% | Reduce -5.8% | 3,355 | $261K |
| BlackRock, Inc. | 0.00% | No change | 3,347 | $261K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,316 | $258K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -4.7% | 3,300 | $257K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.4% | 3,271 | $255K |
| Tranquility Partners, LLC | 0.09% | Add +6.0% | 3,262 | $254K |
| Keybank National Association | 0.00% | Reduce -15.7% | 3,261 | $254K |
| TFB Advisors LLC | 0.07% | No change | 3,221 | $251K |
| Summit Wealth Partners, LLC | 0.05% | Add +12.9% | 3,211 | $250K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,191 | $249K |
| Orleans Capital Management Corp. | 0.15% | Reduce -58.8% | 3,190 | $248K |
| St. Nicholas Private Asset Management, Inc. | 0.22% | Add +12.6% | 3,189 | $248K |
| Essex Bank | 0.05% | No change | 3,141 | $245K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 3,117 | $243K |
| Friday Financial | 0.09% | No change | 3,113 | $242K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -19.7% | 3,097 | $241K |
| Redwood Park Advisors LLC | 0.16% | Add +1.4% | 3,083 | $240K |
| Blume Capital Management, Inc. | 0.04% | Add +38.7% | 3,059 | $238K |
| Oarsman Capital, Inc. | 0.03% | Add +5.3% | 3,057 | $238K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | Add +14.0% | 3,053 | $238K |
| TAGStone Capital, Inc. | 0.09% | Reduce -9.6% | 3,023 | $235K |
| Torrey-Payne Wealth Management, LLC | 0.21% | — | 3,021 | $235K |
| AMG National Trust Bank | 0.01% | No change | 2,995 | $233K |
| Prudent Man Advisors, LLC | 0.08% | No change | 2,978 | $232K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -9.4% | 2,968 | $231K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.0% | 2,967 | $231K |
| Valpey Financial Services, LLC | 0.15% | Add +1.4% | 2,965 | $231K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -22.1% | 2,963 | $231K |
| Concord Wealth Partners | 0.03% | No change | 2,960 | $231K |
| BNC Wealth Management, LLC | 0.06% | Add +9.8% | 2,957 | $230K |
| Rf&l Wealth Management, LLC | 0.13% | Reduce -17.0% | 2,935 | $229K |
| Stone Loft Wealth Management LLC | 0.21% | — | 2,928 | $228K |
| Investment Advisory Group, LLC | 0.06% | No change | 2,925 | $228K |
| United Advisor Group, LLC | 0.03% | Add +6.1% | 2,925 | $228K |
| Stonebridge Financial Group, LLC | 0.02% | Add +1.2% | 2,899 | $226K |
| Evoke Wealth, LLC | 0.00% | Reduce -0.1% | 2,884 | $225K |
| WealthPoint Financial, LLC | 0.19% | — | 2,863 | $223K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +0.4% | 2,853 | $223K |
| Transcendent Capital Group LLC | 0.10% | No change | 2,810 | $219K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,792 | $217K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 2,782 | $217K |
| Elevate Wealth Advisory, Inc. | 0.15% | Add +4.8% | 2,748 | $214K |
| Kane Investment Management, Inc. | 0.10% | New | 2,730 | $213K |
| Glenview Trust Co | 0.00% | New | 2,728 | $212K |
| Hardworking Capital Advisors, LLC | 0.19% | — | 2,719 | $212K |
| Vista Investment Partners Ii, LLC | 0.09% | Reduce -8.7% | 2,696 | $210K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 2,679 | $209K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,677 | $208K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $208K |
| Potomac Fund Management Inc. | 0.01% | Reduce -0.1% | 2,672 | $208K |
| Dimension Capital Management LLC | 0.03% | No change | 2,668 | $208K |
| Tme Financial, Inc. | 0.14% | Reduce -36.8% | 2,649 | $206K |
| Meridian Investment Counsel Inc. | 0.05% | No change | 2,593 | $202K |
| L.K. Benson & Company, P.C. | 0.10% | New | 2,592 | $202K |
| Forthright Family Wealth Advisory LLC | 0.13% | New | 2,590 | $202K |
| Money Concepts Capital Corp. | 0.01% | Reduce -7.8% | 2,580 | $201K |
| CX Institutional | 0.01% | Reduce -50.8% | 2,537 | $198K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +492.6% | 2,252 | $175K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.4% | 2,192 | $171K |
| Twin City Private Wealth, LLC | 0.13% | Reduce -5.8% | 2,168 | $169K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -0.7% | 2,162 | $168K |
| SouthState Bank Corp | 0.01% | Add +298.9% | 2,074 | $162K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,041 | $159K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.1% | 1,981 | $154K |
| Crews Bank & Trust | 0.02% | Add +25.1% | 1,961 | $153K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,874 | $146K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.3% | 1,859 | $145K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,812 | $141K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 1,750 | $136K |
| MCF Advisors LLC | 0.01% | New | 1,735 | $135K |
| GeoWealth Management, LLC | 0.01% | Reduce -43.6% | 1,734 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.6% | 1,709 | $133K |
| Providence Capital Advisors, LLC | 0.02% | Add +583.3% | 1,681 | $131K |
| Pacifica Partners Inc. | 0.06% | Add +196.8% | 1,644 | $128K |
| Optima Capital LLC | 0.05% | New | 1,620 | $126K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,500 | $117K |
| Key Financial Inc | 0.02% | Add +18.6% | 1,446 | $113K |
| REAP Financial Group, LLC | 0.02% | Reduce -22.9% | 1,417 | $110K |
| Tucker Asset Management LLC | 0.03% | Add +1239.4% | 1,393 | $108K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.5% | 1,382 | $108K |
| Archer Investment Corp | 0.02% | Reduce -7.3% | 1,355 | $106K |
| WealthShield Partners, LLC | 0.01% | Reduce -17.4% | 1,339 | $104K |
| Kelleher Financial Advisors | 0.02% | Add +242.3% | 1,335 | $104K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,311 | $102K |
| Basepoint Wealth LLC | 0.06% | New | 1,288 | $100K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 1,242 | $97K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -4.7% | 1,186 | $92K |
| Legacy Wealth Managment, LLC | 0.04% | Add +7.9% | 1,169 | $91K |
| Princeton Global Asset Management LLC | 0.01% | New | 1,151 | $90K |
| Abound Wealth Management | 0.02% | Reduce -51.3% | 1,127 | $88K |
| DT Investment Partners, LLC | 0.01% | New | 1,114 | $87K |
| Eukles Asset Management | 0.03% | No change | 1,106 | $86K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,091 | $85K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,049 | $82K |
| Rakuten Securities, Inc. | 0.03% | New | 1,000 | $78K |
| Morse Asset Management, Inc | 0.02% | New | 1,000 | $78K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.3% | 992 | $77K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 968 | $75K |
| Financial Connections Group, Inc. | 0.03% | Add +28.2% | 964 | $75K |
| Pioneer Family Office, LLC | 0.05% | — | 909 | $71K |
| Trust Co. of Toledo NA | 0.01% | No change | 900 | $70K |
| Grey Ledge Advisors, LLC | 0.01% | Add +4.5% | 821 | $64K |
| Robinswood Financial LLC | 0.02% | Reduce -38.6% | 795 | $62K |
| Sound Income Strategies, LLC | 0.00% | Add +909.1% | 777 | $60K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -24.5% | 771 | $60K |
| Teachers Insurance & Annuity Association of America | 0.07% | New | 770 | $60K |
| LFA - Lugano Financial Advisors SA | 0.03% | No change | 735 | $57K |
| Montag A & Associates Inc. | 0.00% | Add +92.3% | 729 | $57K |
| McGuire Capital Advisors Inc. | 0.03% | — | 685 | $53K |
| Cape Investment Advisory, Inc. | 0.02% | Add +118.3% | 657 | $51K |
| Root Financial Partners, LLC | 0.00% | Reduce -57.4% | 655 | $51K |
| Colonial Trust Co / SC | 0.01% | Reduce -18.8% | 651 | $51K |
| Community Bank, N.A. | 0.01% | New | 626 | $49K |
| Evolution Wealth Management Inc. | 0.04% | Add +38.0% | 596 | $46K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -25.3% | 595 | $46K |
| CNB Bank | 0.02% | No change | 577 | $45K |
| Global Trust Asset Management, LLC | 0.02% | New | 577 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 575 | $45K |
| Wellington-Altus USA Inc. | 0.03% | — | 572 | $45K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -9.7% | 560 | $44K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -3.3% | 558 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -30.3% | 552 | $43K |
| Laurel Wealth Advisors LLC | 0.01% | New | 528 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 518 | $40K |
| Ironwood Wealth Management, LLC. | 0.01% | New | 515 | $40K |
| Howe & Rusling Inc. | 0.00% | Add +4.3% | 511 | $40K |
| N.E.W. Advisory Services LLC | 0.00% | Add +96.1% | 500 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 484 | $38K |
| Birchbrook, Inc. | 0.02% | Add +0.2% | 440 | $34K |
| Signature Equity Partners, LLC | 0.02% | — | 411 | $32K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -66.9% | 406 | $32K |
| Coastline Trust Co | 0.00% | No change | 405 | $32K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 396 | $31K |
| Bangor Savings Bank | 0.00% | No change | 391 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 375 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 372 | $29K |
| Blue Trust, Inc. | 0.00% | No change | 371 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $27K |
| Hurley Capital, LLC | 0.01% | No change | 341 | $27K |
| LGT Financial Advisors LLC | 0.15% | No change | 323 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 320 | $25K |
| Meramec Financial Planners, LLC | 0.01% | — | 313 | $24K |
| Monetary Solutions, Ltd | 0.02% | — | 312 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -54.3% | 295 | $23K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 281 | $22K |
| Financial Consulate, Inc. | 0.00% | New | 250 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -0.4% | 231 | $18K |
| Networth Advisors, LLC | 0.01% | — | 223 | $17K |
| Valley National Advisers Inc. | 0.00% | New | 225 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 214 | $17K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -87.2% | 213 | $17K |
| Sfam, LLC | 0.01% | — | 210 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 200 | $16K |
| Blueline Advisors LLC | 0.01% | — | 192 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 182 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 180 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 177 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 175 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 155 | $12K |
| Pflug Koory, LLC | 0.01% | Add +1.3% | 152 | $12K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 152 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 138 | $11K |
| Clark Wealth Partners | 0.01% | No change | 126 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 110 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 104 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 99 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Godsey & Gibb, Inc. | 0.00% | New | 91 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Covestor Ltd | 0.00% | No change | 92 | $7K |
| Investors Research Corp | 0.00% | No change | 84 | $7K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -38.4% | 77 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| BNP Paribas Financial Markets | 0.00% | Add +3500.0% | 72 | $6K |
| Garner Asset Management Corp | 0.00% | New | 71 | $6K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Atomic Invest LLC | 0.00% | — | 49 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 48 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 48 | $4K |
| Avion Wealth | 0.00% | No change | 43 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 38 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 38 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 37 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Transce3nd, LLC | 0.02% | No change | 30 | $2K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 28 | $2K |
| Triumph Capital Management | 0.00% | New | 27 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | — | 26 | $2K |
| Signaturefd, LLC | 0.00% | No change | 25 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 15 | $1K |
| Richardson Capital Management LLC | 0.00% | New | 9 | $701 |
| Curio Wealth, LLC | 0.00% | New | 6 | $468 |
| Copia Wealth Management | 0.00% | No change | 6 | $467 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $467 |
| Russell Investments Group, Ltd. | 0.00% | No change | 4 | $317 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 62 | $0 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.