Vanguard Intermediate-Term BBIVETF
13F holders, Q1 2026 (March 31)1,014holders +34
89new positions
55sold out
3famous investors
$77.16avg. 13F price*
At the end of Q1 2026, 1,014 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 34 from Q4 2025. 89 opened new positions and 55 sold out. The largest holders were Wells Fargo & Company ($2.1B), Envestnet Asset Management Inc. ($1.8B) and Northwestern Mutual Wealth Management Co. ($931.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $151.4M |
| Exits | 55 | $250.5M |
All 13F filers, Q4 2025 → Q1 2026: 27,812,834 shares bought and 11,590,448 shares sold, net +16,222,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,014 holders
| Wells Fargo & Company | 0.43% | Add +8.8% | 27,764,129 | $2.1B |
| Envestnet Asset Management Inc. | 0.49% | Add +39.9% | 23,554,417 | $1.8B |
| Northwestern Mutual Wealth Management Co. | 0.57% | Add +7.5% | 12,069,986 | $931.6M |
| Goldman Sachs Group Inc. | 0.11% | Add +6.6% | 10,357,175 | $799.4M |
| EP Wealth Advisors, LLC | 3.89% | Add +18.6% | 10,240,765 | $790.4M |
| Morgan Stanley | 0.04% | Add +11.4% | 8,326,313 | $642.6M |
| Bank of America Corp. | 0.04% | Add +8.2% | 7,183,505 | $554.4M |
| Baird Financial Group, Inc. | 0.67% | Add +17.2% | 5,596,477 | $431.9M |
| True Link Financial Advisors, LLC | 25.54% | Add +2.5% | 5,357,768 | $413.5M |
| LPL Financial LLC | 0.11% | Add +2.5% | 5,283,152 | $407.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.3% | 4,201,316 | $324.3M |
| Mather Group, Llc. | 2.85% | Add +5.0% | 3,700,472 | $285.6M |
| United Capital Financial Advisors, LLC | 1.76% | Add +4.5% | 3,697,194 | $285.1M |
| Jones Financial Companies LLLP | 0.11% | Add +26.4% | 3,109,181 | $238.0M |
| Raymond James Financial Inc. | 0.06% | Add +12.5% | 2,523,280 | $194.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.68% | — | 2,304,912 | $177.9M |
| Lincoln National Corp. | 4.88% | Add +1.6% | 2,185,893 | $168.7M |
| Royal Bank of Canada | 0.03% | Add +8.1% | 2,086,383 | $161.0M |
| Osaic Holdings, Inc. | 0.23% | Reduce -4.6% | 2,065,521 | $159.3M |
| Mariner, LLC | 0.18% | Add +6.5% | 2,000,360 | $154.4M |
| Zhang Financial LLC | 5.04% | Add +24.3% | 1,890,146 | $145.9M |
| Retirement Investment Advisors, Inc. | 10.76% | No change | 1,716,738 | $133.7M |
| Cetera Investment Advisers | 0.14% | Add +8.7% | 1,704,946 | $131.6M |
| UBS Group AG | 0.02% | Reduce -8.4% | 1,701,195 | $131.3M |
| Bank of New York Mellon Corp | 0.02% | Add +7.3% | 1,500,572 | $115.8M |
| Fifth Third Bancorp | 0.21% | Add +1077.4% | 1,496,862 | $115.5M |
| FMR LLC | 0.01% | Add +2.8% | 1,434,660 | $110.7M |
| Efficient Advisors, LLC | 7.75% | Add +3.1% | 1,414,410 | $109.2M |
| BCM Advisors, LLC | 19.10% | Reduce -4.0% | 1,264,392 | $96.8M |
| Peapack Gladstone Financial Corp. | 1.24% | Add +2.3% | 1,253,183 | $96.7M |
| American Trust | 8.46% | Add +8.1% | 1,240,393 | $95.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.9% | 1,232,952 | $95.2M |
| Cerity Partners LLC | 0.13% | Add +8.6% | 1,208,682 | $93.3M |
| Truist Financial Corp. | 0.13% | Reduce -1.3% | 1,208,391 | $93.3M |
| Creative Planning | 0.06% | Add +7.3% | 1,128,425 | $87.1M |
| Rockefeller Capital Management L.P. | 0.15% | Add +290.2% | 1,087,410 | $83.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +12.4% | 1,050,401 | $81.1M |
| Family Investment Center, Inc. | 14.36% | Add +2.2% | 966,958 | $74.6M |
| JPMorgan Chase & Co. | 0.01% | Add +65.7% | 952,304 | $73.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -37.2% | 939,709 | $72.4M |
| Bank of Montreal | 0.03% | Reduce -2.0% | 883,809 | $68.2M |
| Vanguard Advisers Inc. | 0.27% | — | 880,949 | $68.0M |
| Wit, LLC | 1.25% | Add +9.9% | 861,173 | $66.5M |
| World Investment Advisors | 0.98% | Add +22.9% | 789,396 | $60.9M |
| Private Advisor Group, LLC | 0.28% | Add +20.1% | 770,358 | $59.5M |
| Discipline Wealth Solutions, LLC | 5.92% | Add +15.6% | 728,902 | $56.3M |
| Cranbrook Wealth Management, LLC | 11.28% | Add +0.3% | 718,274 | $55.4M |
| US Bancorp \de | 0.07% | Reduce -22.9% | 704,047 | $54.3M |
| 49 Wealth Management, LLC | 3.98% | Add +114.1% | 688,532 | $53.1M |
| Verus Financial Partners, Inc. | 4.66% | Add +12.1% | 671,968 | $52.0M |
| Sage Financial Management Group, Inc. | 15.91% | Add +4.3% | 670,494 | $51.7M |
| Cannon Financial Strategists, Inc. | 6.67% | Add +10.1% | 657,468 | $50.7M |
| Scott Capital Advisors, LLC | 10.03% | Add +15.5% | 640,986 | $49.5M |
| Janney Montgomery Scott LLC | 0.12% | Add +8.2% | 627,777 | $48.5M |
| Beacon Capital Management, Inc. | 2.70% | Reduce -23.4% | 621,147 | $47.9M |
| Mfa Wealth Advisors, LLC | 9.34% | Add +7.3% | 614,849 | $47.5M |
| Reliant Wealth Planning | 14.26% | Add +3.1% | 611,089 | $47.2M |
| Stephens Inc. | 0.59% | Add +11.1% | 609,591 | $47.0M |
| Francis Financial, Inc. | 8.69% | Add +1.7% | 606,080 | $46.8M |
| Cornerstone Planning Group LLC | 5.99% | Add +10.2% | 585,094 | $44.9M |
| MML Investors Services, LLC | 0.12% | Reduce -6.6% | 570,080 | $44.0M |
| Stifel Financial Corp. | 0.04% | Reduce -14.7% | 541,004 | $41.8M |
| Badgley Phelps Wealth Managers, LLC | 0.79% | Add +0.3% | 514,947 | $39.7M |
| Bank Hapoalim BM | 6.47% | New | 514,490 | $39.6M |
| True Freedom Investing, LLC | 3.02% | Add +15.0% | 509,371 | $39.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +6.6% | 501,073 | $38.7M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.08% | Add +1.8% | 492,744 | $38.1M |
| Pinkerton Wealth, LLC | 3.46% | Reduce -3.1% | 488,685 | $38.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 10.34% | Add +7.9% | 492,315 | $38.0M |
| BetterWealth, LLC | 7.30% | Add +3.7% | 481,986 | $37.2M |
| Citizens Financial Group Inc. | 0.52% | Add +2523.6% | 481,189 | $37.1M |
| Farther Finance Advisors, LLC | 0.35% | Reduce -4.1% | 478,577 | $36.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.3% | 470,504 | $36.3M |
| LVW Advisors, LLC | 3.50% | Add +3.5% | 465,127 | $35.9M |
| &partners | 0.17% | Add +10.6% | 457,524 | $35.4M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Reduce -80.0% | 450,631 | $34.8M |
| Cary Street Partners Financial LLC | 0.86% | Add +0.9% | 486,860 | $34.5M |
| Geneos Wealth Management Inc. | 0.78% | Add +11.9% | 435,277 | $33.6M |
| Brighton Securities Corp. | 16.17% | Add +12.7% | 434,815 | $33.6M |
| Avior Wealth Management, LLC | 0.95% | Add +3.1% | 434,553 | $33.5M |
| Southern Michigan Bank & Trust | 12.85% | — | 433,773 | $33.5M |
| Gordian Advisors LLC | 21.96% | Add +3.1% | 427,134 | $33.0M |
| Midwest Trust Co | 0.41% | Reduce -8.1% | 424,297 | $32.7M |
| Wealthfront Advisers LLC | 0.07% | Add +7.4% | 422,176 | $32.6M |
| Modera Wealth Management, LLC | 0.39% | Reduce -7.3% | 418,748 | $32.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +4.6% | 400,062 | $30.9M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 399,186 | $30.8M |
| Seneschal Advisors, LLC | 22.74% | Add +2.2% | 396,820 | $30.6M |
| Wescott Financial Advisory Group, LLC | 2.64% | Add +12.3% | 390,234 | $30.1M |
| FPC Investment Advisory, Inc. | 14.99% | Add +10.4% | 388,406 | $30.1M |
| Grey Fox Wealth Advisors, LLC | 5.80% | Add +37.7% | 389,586 | $30.1M |
| Acorn Creek Capital LLC | 10.34% | Add +4.7% | 375,206 | $29.0M |
| Roundview Capital LLC | 1.79% | Add +4.7% | 373,251 | $28.8M |
| Rosenberg Matthew Hamilton | 5.86% | Reduce -0.5% | 370,556 | $28.6M |
| Everhart Financial Group, Inc. | 2.42% | Reduce -3.5% | 368,287 | $28.4M |
| Ballentine Capital Advisors, Inc | 11.66% | Add +3.4% | 364,956 | $28.2M |
| Compass Planning Associates Inc | 17.85% | Add +5.6% | 361,597 | $27.9M |
| Lodestar Private Asset Management LLC | 2.74% | Add +7.9% | 359,497 | $27.7M |
| Hoge Financial Services, LLC | 14.71% | Add +24.8% | 356,107 | $27.5M |
| Schiavi & Co LLC | 7.97% | Add +15.2% | 347,734 | $26.8M |
| Brown Wealth Management, LLC | 6.87% | Add +17.0% | 346,701 | $26.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 11.43% | Add +36.0% | 331,770 | $25.6M |
| Windward Private Wealth Management Inc. | 8.74% | Add +4.1% | 327,417 | $25.3M |
| ForthRight Wealth Management, LLC | 6.90% | Add +9.8% | 315,313 | $24.3M |
| Kropog Financial Group, LLC | 19.67% | Reduce -6.3% | 313,741 | $24.2M |
| Greenup Street Wealth Management LLC | 3.37% | Add +3.0% | 310,158 | $23.9M |
| Betterment LLC | 0.05% | Add +1.9% | 309,950 | $23.9M |
| Christine Messmer PC | 15.19% | Add +31.7% | 307,817 | $23.8M |
| Austin Asset Management Co Inc | 3.99% | Add +66.1% | 306,559 | $23.7M |
| Natixis Advisors, LLC | 0.03% | Add +13.5% | 305,945 | $23.6M |
| Tandem Financial, LLC | 7.95% | New | 304,306 | $23.5M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +0.1% | 301,429 | $23.3M |
| First Merchants Corp. | 0.88% | Add +2.2% | 300,213 | $23.2M |
| Retirement Management Systems Inc. | 5.57% | Add +8.4% | 299,193 | $23.1M |
| MAI Capital Management | 0.13% | Add +4.7% | 298,271 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.0% | 293,019 | $22.6M |
| First National Bank & Trust Co. of Newtown | 4.86% | Reduce -11.0% | 292,049 | $22.5M |
| Brewster Financial Planning LLC | 13.48% | Add +2.7% | 288,668 | $22.3M |
| American Money Management, LLC | 3.43% | Add +2.1% | 280,512 | $21.6M |
| Certified Advisory Corp | 1.92% | Add +11.0% | 276,995 | $21.4M |
| Ashton Thomas Private Wealth, LLC | 0.50% | Add +29.0% | 273,821 | $21.1M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +92.3% | 269,867 | $20.8M |
| Trustmark Bank Trust Department | 1.34% | Add +5.0% | 269,320 | $20.8M |
| GAMMA Investing LLC | 0.96% | Add +35.1% | 266,017 | $20.5M |
| Clark Asset Management, LLC | 1.85% | Add +9.6% | 255,556 | $19.7M |
| Retirement Capital Strategies | 7.45% | Add +5.0% | 255,252 | $19.7M |
| Parkside Financial Bank & Trust | 1.51% | Add +4.7% | 254,554 | $19.6M |
| Fonville Wealth Management LLC | 3.73% | Add +43.6% | 254,146 | $19.6M |
| Human Investing LLC | 2.85% | Reduce -3.3% | 253,413 | $19.6M |
| Bartlett & Co. Wealth Management LLC | 0.24% | Add +44.4% | 245,466 | $18.8M |
| Lido Advisors, LLC | 0.07% | Add +16.4% | 243,199 | $18.8M |
| Mgo One Seven LLC | 0.38% | Add +4.9% | 242,494 | $18.7M |
| Darrow Company, Inc. | 8.42% | Add +3.5% | 242,401 | $18.7M |
| Silver Coast Investments LLC | 5.96% | Add +4.4% | 241,929 | $18.7M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +1.1% | 240,557 | $18.6M |
| CreativeOne Wealth, LLC | 0.43% | Add +3.5% | 239,367 | $18.5M |
| M&T Bank Corp | 0.06% | Add +21.7% | 233,685 | $18.0M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -1.8% | 233,220 | $18.0M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +2.6% | 231,754 | $17.9M |
| Greystone Financial Group, LLC | 4.98% | Reduce -39.8% | 228,154 | $17.6M |
| Smithfield Trust Co | 0.76% | Reduce -1.1% | 224,670 | $17.3M |
| EverSource Wealth Advisors, LLC | 0.52% | Add +87.8% | 222,339 | $17.2M |
| MBA Advisors LLC | 6.51% | Add +8.5% | 219,502 | $16.9M |
| Cambridge Capital Management, LLC | 7.30% | Add +2.6% | 219,460 | $16.9M |
| Gemmer Asset Management LLC | 1.33% | Add +51.9% | 218,665 | $16.9M |
| Neumann Capital Management, LLC | 4.95% | Add +17.6% | 217,876 | $16.8M |
| Tumwater Wealth Management, LLC | 6.48% | Add +6.5% | 208,651 | $16.1M |
| Bokf, NA | 0.25% | Add +13.4% | 208,230 | $16.1M |
| Apella Capital, LLC | 0.23% | Add +5.1% | 202,302 | $15.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -3.6% | 201,802 | $15.6M |
| NewSquare Capital LLC | 1.34% | Add +4.8% | 200,015 | $15.4M |
| Citigroup Inc. | 0.01% | Add +13.8% | 199,383 | $15.4M |
| Montecito Bank & Trust | 2.53% | Add +5.7% | 199,312 | $15.4M |
| Corient Private Wealth LP | 0.02% | Add +6.8% | 193,757 | $15.0M |
| Capital Analysts, LLC | 0.39% | Add +5.1% | 191,791 | $14.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.44% | Add +0.7% | 188,543 | $14.6M |
| DAVENPORT & Co LLC | 0.08% | Add +11.9% | 187,400 | $14.5M |
| Associated Banc-Corp | 0.38% | Add +2.8% | 187,204 | $14.4M |
| Fiduciary Financial Group, LLC | 1.91% | Add +12.8% | 187,111 | $14.4M |
| Allworth Financial LP | 0.06% | Add +1.3% | 187,022 | $14.4M |
| City State Bank | 3.71% | Add +6.4% | 185,211 | $14.3M |
| Pinnacle Financial Partners, Inc. | 0.11% | Add +1.8% | 184,814 | $14.3M |
| Brookstone Capital Management | 0.16% | Add +8.7% | 182,463 | $14.1M |
| Nisa Investment Advisors, LLC | 0.05% | Add +0.2% | 180,541 | $13.9M |
| FC Advisory LLC | 3.97% | Add +4.0% | 176,092 | $13.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.9% | 175,447 | $13.5M |
| Summit Financial, LLC | 0.17% | Add +163.1% | 175,367 | $13.5M |
| Bernardo Wealth Planning LLC | 2.63% | Add +46.8% | 173,884 | $13.4M |
| Focus Partners Wealth | 0.01% | Add +12.4% | 172,362 | $13.3M |
| Cornerstone Wealth Management, LLC | 0.65% | Add +9.3% | 167,562 | $12.9M |
| Mach-1 Financial Group, LLC | 4.46% | Add +7.3% | 164,231 | $12.7M |
| Atria Investments, Inc | 0.14% | Add +3.9% | 163,637 | $12.6M |
| Mitchell McLeod Pugh & Williams Inc. | 1.86% | Add +4.7% | 163,398 | $12.6M |
| TD Private Client Wealth LLC | 0.26% | Add +4.3% | 163,011 | $12.6M |
| Conrad Siegel Investment Advisors, Inc. | 2.26% | Reduce -1.2% | 162,354 | $12.5M |
| Frankly Finances, LLC | 10.96% | Add +6.0% | 156,920 | $12.1M |
| Nwam LLC | 0.69% | Add +6.8% | 155,792 | $12.0M |
| rebel Financial LLC | 5.16% | Add +7.0% | 154,175 | $11.9M |
| Ameritas Investment Partners, Inc. | 0.36% | Add +5.4% | 153,684 | $11.9M |
| Stephenson & Company, Inc. | 6.36% | Add +7.0% | 152,001 | $11.7M |
| Seeds Investor LLC | 1.55% | Reduce -56.3% | 146,706 | $11.4M |
| Clarity Wealth Advisors, LLC | 2.33% | Add +8.8% | 146,847 | $11.3M |
| Vertrix Wealth Management, LLC | 4.15% | — | 145,845 | $11.3M |
| Burney Co./ | 0.35% | Reduce -2.3% | 145,117 | $11.2M |
| Integrity Advisory Solutions, LLC | 1.47% | Add +10.9% | 144,002 | $11.1M |
| Sterling Financial Planning, Inc. | 3.28% | Add +10.7% | 143,377 | $11.1M |
| Verde Capital Management | 2.33% | Add +0.3% | 140,901 | $10.9M |
| Waverly Advisors, LLC | 0.08% | Add +17.6% | 138,685 | $10.7M |
| Sigma Planning Corp | 0.30% | Add +5.5% | 138,331 | $10.7M |
| Boyd Wealth Management, LLC | 4.50% | Add +2.6% | 137,822 | $10.6M |
| Mission Wealth Management, LP | 0.22% | New | 137,060 | $10.6M |
| Clarity Asset Management, Inc. | 5.33% | New | 136,446 | $10.5M |
| Asset Management Group, Inc. | 1.70% | Add +5.9% | 136,415 | $10.5M |
| Safir Wealth Advisors, LLC | 7.56% | Reduce -0.3% | 135,502 | $10.5M |
| Deutsche Bank AG | 0.00% | Reduce -3.9% | 134,137 | $10.4M |
| Fund Evaluation Group, LLC | 0.32% | Reduce -3.7% | 134,121 | $10.4M |
| Mustard Seed Financial, LLC | 6.15% | Add +4.7% | 133,068 | $10.3M |
| Wealth Enhancement Trust Services, Inc. | 1.23% | Add +2.3% | 131,736 | $10.2M |
| Ethos Capital Management, Inc. | 8.71% | Add +19.8% | 131,628 | $10.2M |
| Galvin, Gaustad & Stein, LLC | 0.81% | Add +0.4% | 130,043 | $10.0M |
| Hurlow Wealth Management Group, Inc. | 2.38% | Add +16.0% | 129,737 | $10.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +5.5% | 127,690 | $9.9M |
| SigFig Wealth Management, LLC | 0.28% | Add +10.1% | 125,857 | $9.7M |
| Carl P. Sherr & Co., LLC | 4.54% | Add +0.4% | 125,065 | $9.7M |
| VCI Wealth Management LLC | 2.67% | Add +11.1% | 124,874 | $9.6M |
| IFG Advisors, LLC | 1.56% | Add +11.9% | 123,086 | $9.5M |
| D.A. Davidson & Co. | 0.06% | Add +24.3% | 121,563 | $9.4M |
| Fortis Advisors, LLC | 4.61% | New | 119,118 | $9.2M |
| Joel Isaacson & Co., LLC | 0.30% | Add +4.5% | 118,975 | $9.2M |
| Equity Wealth Partners, LLC | 5.91% | Add +15.0% | 118,369 | $9.1M |
| Smart Money Group LLC | 2.66% | Add +18.9% | 118,356 | $9.1M |
| Patton Albertson Miller Group, LLC | 1.07% | Add +6.5% | 116,545 | $9.0M |
| San Luis Wealth Advisors LLC | 1.48% | Add +15.2% | 115,680 | $8.9M |
| Fifth Third Securities, Inc. | 0.58% | Add +1.3% | 115,663 | $8.9M |
| Hohimer Wealth Management, LLC | 1.10% | Add +15.7% | 115,562 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.7% | 115,091 | $8.9M |
| Systelligence, LLC | 1.70% | Reduce -37.0% | 112,975 | $8.7M |
| Avantax Planning Partners, Inc. | 0.24% | Add +5.4% | 112,934 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -23.9% | 112,774 | $8.7M |
| Go Invest LLC | 2.48% | New | 112,053 | $8.6M |
| Ameritas Advisory Services, LLC | 0.34% | Reduce -25.4% | 111,574 | $8.6M |
| Evolution Advisers, Inc. | 3.58% | Add +5.9% | 109,929 | $8.5M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 109,438 | $8.4M |
| Merit Financial Group, LLC | 0.06% | Add +8.0% | 108,841 | $8.4M |
| MA Private Wealth | 1.42% | Reduce -6.3% | 108,469 | $8.4M |
| Stephen J. Garry & Associates, LLC | 6.65% | Add +3.2% | 107,091 | $8.3M |
| Capital Group Private Client Services, Inc. | 0.14% | Add +4.3% | 106,764 | $8.2M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +39.6% | 106,723 | $8.2M |
| Savant Capital, LLC | 0.04% | Add +4.4% | 106,602 | $8.2M |
| Citadel Advisors | 0.01% | New | 106,326 | $8.2M |
| Hanover Advisors Inc. | 3.29% | Add +1.0% | 105,039 | $8.1M |
| Naples Global Advisors, LLC | 0.59% | Add +22.5% | 104,392 | $8.1M |
| Consilium Wealth Advisory, LLC | 2.71% | Add +2.6% | 102,873 | $7.9M |
| Exchange Traded Concepts, LLC | 0.06% | Add +27.1% | 101,434 | $7.8M |
| Tillman Hartley LLC | 1.96% | Reduce -7.9% | 101,250 | $7.8M |
| Continuum Advisory, LLC | 0.73% | Add +3.0% | 99,163 | $7.7M |
| Parker Financial LLC | 3.05% | Add +6.4% | 99,088 | $7.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | Add +24.7% | 98,580 | $7.6M |
| First Heartland Consultants, Inc. | 0.55% | Add +9.1% | 92,826 | $7.2M |
| Rossby Financial, LCC | 1.50% | Add +4.5% | 93,053 | $7.2M |
| Genesis Private Wealth, LLC | 2.25% | Add +7.0% | 92,643 | $7.2M |
| Veridan Wealth LLC | 2.67% | Add +0.3% | 91,844 | $7.1M |
| Aptus Capital Advisors, LLC | 0.06% | Add +0.9% | 91,434 | $7.1M |
| Mutual Advisors, LLC | 0.15% | Add +7.6% | 91,415 | $7.1M |
| Snowden Capital Advisors LLC | 0.19% | Add +3.9% | 91,374 | $7.1M |
| Cutler Investment Counsel LLC | 0.72% | Reduce -0.1% | 91,218 | $7.0M |
| Silver Oak Advisory Group, Inc. | 3.03% | Add +5.5% | 91,135 | $7.0M |
| Bay Capital Advisors, LLC | 4.24% | Add +30.6% | 89,113 | $6.9M |
| New Hampshire Trust | 1.38% | Add +12.6% | 88,770 | $6.9M |
| Bay Harbor Wealth Management, LLC | 1.77% | Add +5.5% | 88,568 | $6.8M |
| Phillips Financial Management, LLC | 0.49% | Reduce -25.2% | 88,248 | $6.8M |
| Sovereign Financial Group, Inc. | 1.18% | Add +13.1% | 88,124 | $6.8M |
| Orrstown Financial Services Inc. | 1.13% | Add +10.0% | 87,756 | $6.8M |
| Conquis Financial LLC | 5.60% | Add +6.6% | 87,475 | $6.8M |
| Sovereign Investment Advisors, LLC | 1.41% | Add +0.7% | 86,299 | $6.7M |
| WealthCollab, LLC | 2.69% | Add +14.6% | 84,675 | $6.5M |
| Clarity Capital Advisors, LLC | 3.04% | Add +1.0% | 84,637 | $6.5M |
| MassMutual Private Wealth & Trust, FSB | 0.18% | Add +2.2% | 83,854 | $6.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.9% | 83,827 | $6.5M |
| Sagace Wealth Management LLC | 4.39% | Add +1.1% | 83,824 | $6.5M |
| WNY Asset Management, LLC | 0.66% | — | 82,765 | $6.4M |
| Milestone Investment Advisors LLC | 1.54% | Add +2.5% | 82,586 | $6.4M |
| Evergreen Wealth Management, LLC | 3.28% | Add +1.7% | 82,274 | $6.3M |
| Retirement Planning Group, LLC | 0.20% | Add +2.5% | 81,607 | $6.3M |
| Centennial Bank | 2.25% | Add +31.4% | 81,275 | $6.3M |
| ESL Trust Services, LLC | 1.20% | Reduce -0.6% | 81,073 | $6.3M |
| Intergy Private Wealth, LLC | 1.83% | Add +6.9% | 80,803 | $6.2M |
| IFC & Insurance Marketing, Inc. | 6.47% | Reduce -59.9% | 80,290 | $6.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Add +88.4% | 79,592 | $6.1M |
| StoneX Group Inc. | 0.33% | Add +18.6% | 78,891 | $6.1M |
| EJMK Ventures LLC | 3.39% | Add +219.4% | 78,713 | $6.1M |
| Prospera Financial Services Inc | 0.10% | Add +12.7% | 77,646 | $6.0M |
| Sunesis Advisors, LLC | 2.70% | Reduce -9.5% | 77,395 | $6.0M |
| Leeward Financial Partners, LLC | 1.76% | Reduce -0.8% | 76,809 | $5.9M |
| Leo H. Evart, Inc. | 5.06% | — | 76,674 | $5.9M |
| PCG Asset Management, LLC | 4.70% | Add +8.0% | 76,120 | $5.9M |
| Arax Advisory Partners | 0.16% | Add +11.1% | 74,912 | $5.8M |
| Graetz Wealth LLC | 5.13% | Add +35.0% | 74,524 | $5.8M |
| Arcataur Capital Management LLC | 1.60% | Add +26.8% | 74,514 | $5.8M |
| Secure Asset Management, LLC | 0.91% | Add +55.7% | 74,449 | $5.7M |
| Brindle & Bay Financial Advisors, LLC | 3.47% | Add +53.6% | 73,335 | $5.7M |
| Lionshead Wealth Management, LLC | 4.16% | Add +0.6% | 73,222 | $5.7M |
| Granite Harbor Advisors, Inc. | 2.45% | Add +5.1% | 72,769 | $5.6M |
| Hardy Reed LLC | 0.41% | Add +2.9% | 72,644 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +6.9% | 71,813 | $5.5M |
| PFG Advisors | 0.27% | Reduce -0.2% | 71,585 | $5.5M |
| Jacobsen Capital Management | 1.82% | Add +9.3% | 69,651 | $5.4M |
| JFS Wealth Advisors, LLC | 0.30% | Add +124.7% | 69,635 | $5.4M |
| Momentum Wealth Planning, LLC | 4.88% | Add +0.9% | 68,621 | $5.3M |
| Planned Solutions, Inc. | 1.74% | Add +7.2% | 68,341 | $5.3M |
| Park National Corp. | 0.16% | Add +1.5% | 67,784 | $5.2M |
| HUB Investment Partners, LLC | 0.13% | Add +29.7% | 66,598 | $5.1M |
| Equitable Holdings, Inc. | 0.03% | Add +90.3% | 63,508 | $4.9M |
| AQR Capital Management | 0.00% | New | 63,790 | $4.9M |
| Tritonpoint Wealth, LLC | 0.52% | New | 63,350 | $4.9M |
| Hoxton Planning & Management, LLC | 1.46% | Add +10.6% | 63,105 | $4.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +13.2% | 62,614 | $4.8M |
| Cwm, LLC | 0.01% | Add +6.2% | 62,238 | $4.8M |
| Savvy Advisors, Inc. | 0.13% | Add +121.5% | 62,043 | $4.8M |
| Forthright Family Wealth Advisory LLC | 3.15% | Add +2308.2% | 62,371 | $4.7M |
| Integrated Advisors Network LLC | 0.25% | Add +2.9% | 60,516 | $4.7M |
| Harbour Trust & Investment Management Co | 0.49% | Add +0.8% | 60,153 | $4.6M |
| Bessemer Group Inc. | 0.01% | Add +3.5% | 58,188 | $4.5M |
| Family Legacy, Inc. | 1.33% | Add +2.2% | 57,522 | $4.4M |
| Aspire Private Capital, LLC | 1.00% | Reduce -1.6% | 57,166 | $4.4M |
| Prostatis Group LLC | 1.12% | Reduce -10.4% | 56,930 | $4.4M |
| Richmond Brothers, Inc. | 2.93% | Reduce -20.5% | 56,916 | $4.4M |
| Arcadia Wealth Management, LLC | 1.58% | Add +4.5% | 56,622 | $4.4M |
| Precision Wealth Strategies, LLC | 1.44% | Reduce -10.0% | 56,344 | $4.3M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.2% | 55,836 | $4.3M |
| AE Wealth Management LLC | 0.02% | Add +43.6% | 55,519 | $4.3M |
| SeedSafe Financial LLC | 3.51% | No change | 55,308 | $4.3M |
| Barclays PLC | 0.00% | Reduce -12.2% | 55,088 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +26.7% | 54,170 | $4.2M |
| Investments & Financial Planning, LLC | 2.27% | Add +17.7% | 54,052 | $4.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +16.4% | 53,947 | $4.2M |
| Uptown Financial Advisors LLC | 3.35% | Add +4.5% | 53,725 | $4.1M |
| Marmo Financial Group, LLC | 2.05% | Reduce -1.4% | 53,609 | $4.1M |
| Meridian Financial Partners LLC | 1.56% | Add +3.6% | 53,292 | $4.1M |
| Smartleaf Asset Management LLC | 0.15% | Add +3.8% | 52,839 | $4.1M |
| CoreCap Advisors, LLC | 0.14% | Add +3.0% | 52,448 | $4.0M |
| Professional Financial Advisors, LLC | 0.81% | Add +475.8% | 51,543 | $4.0M |
| Parr McKnight Wealth Management Group, LLC | 0.52% | Add +10.0% | 51,509 | $4.0M |
| Blom & Howell Financial Planning, Inc. | 3.87% | Add +50.4% | 51,070 | $3.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -9.4% | 50,064 | $3.9M |
| Harbour Investments, Inc. | 0.06% | Add +19.8% | 49,907 | $3.9M |
| Spire Wealth Management | 0.13% | Reduce -25.1% | 49,874 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.53% | Reduce -0.9% | 49,303 | $3.8M |
| LexAurum Advisors, LLC | 0.49% | — | 49,062 | $3.8M |
| Capital Investment Management, Inc. | 1.30% | Add +6.5% | 48,977 | $3.8M |
| Graney & King, LLC | 2.01% | Add +2.3% | 48,375 | $3.7M |
| Balance Wealth Partners LLC | 1.16% | Reduce -0.1% | 48,227 | $3.7M |
| St. Louis Trust Co | 0.43% | Add +10.3% | 47,363 | $3.7M |
| Midwest Financial Network, LLC | 2.88% | Add +1.0% | 46,984 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -68.8% | 46,501 | $3.6M |
| Red Wave Investments LLC | 1.07% | Reduce -0.6% | 46,232 | $3.6M |
| Ballentine Partners, LLC | 0.05% | Add +72.5% | 45,685 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Add +1086.3% | 45,635 | $3.5M |
| Vanguard National Trust Co | 0.22% | — | 45,346 | $3.5M |
| Wilkins Miller Wealth Management, LLC | 2.09% | Add +26.2% | 44,842 | $3.5M |
| Kickstand Ventures, Llc. | 0.73% | Add +5.2% | 44,723 | $3.5M |
| RS Crum Inc. | 0.67% | Add +8.3% | 44,639 | $3.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -10.6% | 44,195 | $3.4M |
| Aureus Asset Management, LLC | 0.23% | Add +0.9% | 44,190 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +5.2% | 43,801 | $3.4M |
| Pacific Park Financial, Inc. | 2.20% | Add +9.9% | 43,661 | $3.4M |
| Strategic Investment Advisors / MI | 0.23% | Add +73.3% | 43,473 | $3.4M |
| Chris Bulman Inc | 1.47% | Add +5.9% | 43,420 | $3.4M |
| C M Bidwell & Associates Ltd. | 1.56% | Add +9.9% | 43,204 | $3.3M |
| Integrity Alliance, Llc. | 0.13% | Add +10.2% | 42,858 | $3.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.92% | Reduce -1.4% | 42,052 | $3.2M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -0.0% | 41,168 | $3.2M |
| Tiaa Trust, National Association | 0.19% | Reduce -98.4% | 41,114 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -0.1% | 40,669 | $3.1M |
| Eclectic Associates Inc. | 0.42% | Add +2.9% | 40,547 | $3.1M |
| Level Financial Advisors | 0.79% | Add +22.1% | 40,206 | $3.1M |
| Elevated Capital Advisors, LLC | 0.78% | Add +1.5% | 40,205 | $3.1M |
| Warwick Investment Management, Inc. | 0.45% | Reduce -5.2% | 40,099 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.09% | Reduce -1.1% | 39,366 | $3.0M |
| Jim Saulnier & Associates, LLC | 1.45% | Add +2.0% | 38,716 | $3.0M |
| Kelman-Lazarov, Inc. | 0.42% | Reduce -9.8% | 38,355 | $3.0M |
| Wealth Management Associates, Inc. | 1.02% | Add +3.0% | 38,309 | $3.0M |
| Sterling Investment Management, LLC | 1.74% | Reduce -0.0% | 37,602 | $2.9M |
| Nabity-Jensen Investment Management Inc | 1.98% | Add +4.5% | 37,032 | $2.9M |
| Bank of Hawaii | 0.15% | Add +0.9% | 36,955 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 36,952 | $2.9M |
| Diversified Portfolios, Inc. | 0.23% | Reduce -30.8% | 36,172 | $2.8M |
| Lynx Investment Advisory | 1.33% | Add +3.7% | 36,140 | $2.8M |
| Westfuller Advisors, LLC | 1.20% | Reduce -3.7% | 36,016 | $2.8M |
| Waller Financial Planning Group, Inc. | 0.61% | Add +2.2% | 36,001 | $2.8M |
| Manuka Financial, LLC | 1.70% | Add +2.2% | 35,688 | $2.8M |
| Bourgeon Capital Management LLC | 0.49% | Add +3.6% | 35,669 | $2.8M |
| Lanark Financial, Inc. | 0.21% | Add +21.4% | 35,576 | $2.7M |
| Retirement Wealth Solutions LLC | 1.72% | Add +11.7% | 35,422 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +14.0% | 35,202 | $2.7M |
| MidAtlantic Capital Management, Inc. | 1.86% | Add +5.5% | 34,978 | $2.7M |
| Cooper Financial Group | 0.27% | Reduce -93.4% | 34,515 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.0% | 34,443 | $2.7M |
| Caliber Wealth Management, LLC / KS | 0.29% | Add +1.1% | 34,036 | $2.6M |
| TSA Wealth Managment LLC | 0.85% | Add +7.6% | 34,028 | $2.6M |
| BancFirst Trust & Investment Management | 1.16% | Reduce -0.8% | 34,098 | $2.6M |
| Kuhn & Co Investment Counsel | 1.68% | Add +41.3% | 33,793 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 1.01% | No change | 33,617 | $2.6M |
| VestGen Advisors, LLC | 0.07% | Reduce -45.0% | 33,875 | $2.6M |
| Park Avenue Securities LLC | 0.02% | New | 33,310 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.5% | 33,235 | $2.6M |
| PFG Investments, LLC | 0.12% | Reduce -11.6% | 33,060 | $2.6M |
| Amplius Wealth Advisors, LLC | 0.21% | Reduce -29.4% | 32,564 | $2.5M |
| Covenant Asset Management, LLC | 0.51% | Add +115.0% | 32,488 | $2.5M |
| Matisse Capital | 1.06% | No change | 32,186 | $2.5M |
| Hopwood Nicholas Hunter | 0.77% | Add +2.1% | 31,256 | $2.4M |
| Diversify Wealth Management, LLC | 0.04% | Add +162.5% | 30,974 | $2.4M |
| Uptick Partners, LLC | 0.46% | Add +20.9% | 29,896 | $2.3M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -6.2% | 29,527 | $2.3M |
| Raffa Wealth Management, LLC | 0.36% | Add +12.9% | 29,515 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +11.5% | 29,490 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | New | 29,313 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.25% | Add +4.8% | 29,131 | $2.2M |
| Revisor Wealth Management LLC | 0.62% | Reduce -3.8% | 29,138 | $2.2M |
| Smith Partners Wealth Management, LLC | 2.01% | Reduce -15.7% | 29,107 | $2.2M |
| Patten Group, Inc. | 0.39% | Reduce -3.6% | 29,078 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +22.7% | 28,950 | $2.2M |
| Compass Financial Group, Inc. | 1.00% | Reduce -1.2% | 28,730 | $2.2M |
| United Community Bank | 0.73% | New | 28,456 | $2.2M |
| Amicus Financial Advisors, LLC | 0.60% | Add +7.7% | 28,159 | $2.2M |
| Ieq Capital, LLC | 0.01% | Reduce -0.0% | 27,850 | $2.1M |
| Breakwater Capital Group | 0.29% | Add +5.4% | 27,834 | $2.1M |
| Provident Wealth Management, LLC | 0.64% | Reduce -3.0% | 27,489 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -7.6% | 27,277 | $2.1M |
| Ascentis Independent Advisors | 0.16% | Add +172.1% | 27,211 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +9.9% | 27,173 | $2.1M |
| Physician Wealth Solutions Inc. | 0.86% | Reduce -12.2% | 26,826 | $2.1M |
| BLB&B Advisors, LLC | 0.09% | Add +9.4% | 26,705 | $2.1M |
| SouthState Bank Corp | 0.10% | Add +1180.6% | 26,559 | $2.0M |
| First Horizon Corp. | 0.09% | Add +3.8% | 26,409 | $2.0M |
| Ballast Rock Private Wealth LLC | 1.11% | Add +28.6% | 25,937 | $2.0M |
| Greenline Wealth Management LLC | 2.31% | Add +34.3% | 25,900 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +8.2% | 25,610 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.30% | Reduce -1.9% | 25,582 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.50% | Add +42.5% | 25,548 | $2.0M |
| Dopkins Wealth Management, LLC | 0.78% | Add +3.4% | 25,182 | $1.9M |
| CGC Financial Services, LLC | 0.55% | Add +16.8% | 24,490 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.26% | Add +23.4% | 24,210 | $1.9M |
| Fiduciary Wealth Partners, LLC | 1.21% | Reduce -81.2% | 24,049 | $1.9M |
| Wheelhouse Advisory Group LLC | 0.61% | Add +8.0% | 23,912 | $1.8M |
| Invenio Wealth Partners LLC | 0.73% | Add +3.9% | 23,906 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +1.0% | 23,739 | $1.8M |
| Regions Financial Corp. | 0.01% | Add +33.5% | 23,116 | $1.8M |
| Pillar Financial Advisors, LLC | 1.04% | Reduce -0.8% | 23,052 | $1.8M |
| Five Pine Wealth Management | 1.10% | Add +80.1% | 22,972 | $1.8M |
| Boston Family Office LLC | 0.11% | Reduce -14.3% | 22,248 | $1.7M |
| Florida Trust Wealth Management Co | 0.05% | Add +181.6% | 22,267 | $1.7M |
| United Bank | 0.22% | No change | 22,249 | $1.7M |
| HT Partners LLC | 0.52% | Add +1.3% | 22,247 | $1.7M |
| Abacus Wealth Partners, LLC | 0.16% | Add +3.8% | 22,169 | $1.7M |
| 2UniFi Bank | 0.83% | Add +28.5% | 22,100 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +13.5% | 22,049 | $1.7M |
| Synergy Asset Management, LLC | 0.18% | Add +61.2% | 21,736 | $1.7M |
| Earned Wealth Advisors, LLC | 0.11% | Add +0.1% | 21,458 | $1.7M |
| Ridgewood Investments LLC | 0.67% | — | 21,314 | $1.6M |
| Motco | 0.15% | Reduce -14.6% | 21,300 | $1.6M |
| Life Planning Partners, Inc | 1.23% | Reduce -0.2% | 20,863 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.3% | 20,514 | $1.6M |
| Kampmann Melissa S. | 1.26% | Add +0.5% | 20,364 | $1.6M |
| Beaird Harris Wealth Management, LLC | 0.11% | Reduce -27.9% | 20,284 | $1.6M |
| Cornerstone National Bank & Trust Co | 0.58% | New | 20,342 | $1.6M |
| Bank of Stockton | 0.47% | Reduce -56.9% | 19,607 | $1.5M |
| PCM Encore, LLC | 0.31% | Reduce -15.8% | 19,565 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | No change | 19,513 | $1.5M |
| CGN Advisors LLC | 0.12% | Reduce -1.0% | 19,426 | $1.5M |
| Argent Trust Co | 0.05% | Add +25.9% | 19,382 | $1.5M |
| Caldwell Trust Co | 0.13% | Add +18.6% | 19,350 | $1.5M |
| Successful Portfolios LLC | 0.82% | Add +65.6% | 19,275 | $1.5M |
| Shade Tree Advisors LLC | 1.06% | No change | 19,256 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Reduce -4.5% | 19,208 | $1.5M |
| Truvestments Capital LLC | 0.26% | Reduce -5.6% | 18,847 | $1.5M |
| Xcelsior Advisor Partners LLC | 0.55% | Add +28.5% | 18,718 | $1.4M |
| Calder Financial LLC | 1.42% | Reduce -6.9% | 18,636 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +19.3% | 18,567 | $1.4M |
| Talon Private Wealth, LLC | 0.19% | — | 18,395 | $1.4M |
| Partners in Financial Planning | 0.23% | Add +0.1% | 18,120 | $1.4M |
| Northstar Financial Companies, Inc. | 1.11% | Add +7.7% | 18,101 | $1.4M |
| Evanson Asset Management, LLC | 0.07% | Reduce -0.2% | 18,016 | $1.4M |
| BAM Wealth Management, LLC | 1.04% | Reduce -5.4% | 17,937 | $1.4M |
| GC Wealth Management RIA, LLC | 0.06% | Add +5.3% | 17,762 | $1.4M |
| FreeGulliver LLC | 0.58% | New | 17,760 | $1.4M |
| Plum Street Advisors, LLC | 0.47% | No change | 17,653 | $1.4M |
| Rothschild Investment LLC | 0.07% | No change | 17,480 | $1.3M |
| KRM Wealth Management L.L.C. | 0.70% | Reduce -0.4% | 17,456 | $1.3M |
| Busey Bank | 0.04% | Reduce -6.6% | 17,454 | $1.3M |
| TCI Wealth Advisors, Inc. | 0.07% | Add +16.7% | 17,356 | $1.3M |
| TrueWealth Financial Partners | 0.53% | New | 17,184 | $1.3M |
| Larson Financial Group LLC | 0.04% | Reduce -40.6% | 17,182 | $1.3M |
| Legacy Wealth Partners, LLC | 0.33% | Add +9.7% | 17,116 | $1.3M |
| Composition Wealth, LLC | 0.02% | New | 17,052 | $1.3M |
| Livet Wealth, LLC | 0.83% | Add +1.5% | 17,009 | $1.3M |
| Mullaney, Keating & Wright, Inc. | 0.71% | Add +8.1% | 16,996 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +2.1% | 16,855 | $1.3M |
| Spring Capital Management, LLC | 0.66% | Add +0.6% | 16,837 | $1.3M |
| NBT Bank, N.A. | 0.08% | Reduce -0.1% | 16,677 | $1.3M |
| Ascent Group, LLC | 0.04% | Reduce -2.9% | 16,421 | $1.3M |
| Donalies Financial Planning, LLC | 1.08% | Add +9.0% | 16,361 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.4% | 16,287 | $1.3M |
| Nalls Sherbakoff Group, LLC | 0.92% | Reduce -0.1% | 16,196 | $1.3M |
| Absolute Capital Management, LLC | 0.41% | Add +7.3% | 16,139 | $1.2M |
| First County Bank | 0.66% | Add +20.5% | 16,004 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +5.0% | 15,860 | $1.2M |
| Cerity Partners Retirement Plan Advisors LLC | 0.62% | — | 15,836 | $1.2M |
| FinDec Wealth Services, Inc. | 1.48% | Reduce -2.1% | 15,732 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +102.1% | 15,687 | $1.2M |
| Anderson Hoagland & Co. | 0.10% | No change | 15,496 | $1.2M |
| Seros Financial, LLC | 0.75% | Add +11.8% | 15,247 | $1.2M |
| Heritage Investors Management Corp. | 0.04% | Reduce -12.7% | 15,234 | $1.2M |
| Choreo, LLC | 0.01% | Add +0.4% | 15,199 | $1.2M |
| Oakmont Advisory Group, LLC | 1.19% | Add +0.4% | 15,182 | $1.2M |
| Lighthouse Wealth Management Inc. | 0.79% | Reduce -1.0% | 15,125 | $1.2M |
| Pearl Planning LLC | 0.62% | No change | 15,069 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | Add +40.3% | 15,052 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Add +12.9% | 15,030 | $1.2M |
| Vista Cima Wealth Management LLC | 1.14% | Reduce -7.7% | 15,013 | $1.2M |
| United Financial Planning Group LLC | 0.68% | Add +1.8% | 14,940 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +52.0% | 14,902 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.35% | Add +74.3% | 14,879 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.0% | 14,838 | $1.1M |
| Strategic Advocates LLC | 5.04% | Reduce -95.9% | 14,767 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 14,760 | $1.1M |
| F/m Investments LLC | 0.08% | Add +5.9% | 14,747 | $1.1M |
| Fagan Associates, Inc. | 0.16% | Reduce -1.9% | 14,679 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.95% | Add +0.7% | 14,617 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -2.5% | 14,507 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +43.1% | 14,479 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +2.6% | 14,282 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +19.3% | 14,266 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Add +8.3% | 14,214 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.19% | No change | 14,110 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +8.7% | 13,995 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +24.8% | 13,955 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +0.7% | 13,953 | $1.1M |
| Eagle Global Advisors LLC | 0.04% | Add +1.7% | 13,770 | $1.1M |
| Security Financial Services, INC. | 0.17% | Add +2.2% | 13,769 | $1.1M |
| National Bank of Canada | 0.00% | Add +5.8% | 13,577 | $1.0M |
| Kovack Advisors, Inc. | 0.06% | Add +0.2% | 13,596 | $1.0M |
| Renaissance Technologies | 0.00% | New | 13,500 | $1.0M |
| Laurel Oak Wealth Management, LLC | 0.17% | Reduce -4.0% | 13,435 | $1.0M |
| Oasis Advisors, LLC | 0.20% | New | 13,571 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +100.0% | 13,367 | $1.0M |
| Headinvest, LLC | 0.20% | Reduce -19.2% | 12,932 | $998K |
| LifePlan Investment Advisors, Inc. | 0.39% | Add +13.3% | 12,889 | $995K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.6% | 12,876 | $994K |
| Mascagni Wealth Management, Inc. | 0.71% | Reduce -1.7% | 12,829 | $990K |
| Connecticut Wealth Management, LLC | 0.04% | Add +0.4% | 12,694 | $980K |
| Rehmann Capital Advisory Group | 0.05% | Add +7.3% | 12,647 | $976K |
| Hershey Financial Advisers, LLC | 0.84% | Reduce -19.7% | 12,642 | $976K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -2.1% | 12,614 | $974K |
| IFP Advisors, Inc | 0.02% | Reduce -5.9% | 12,535 | $967K |
| Compound Planning, Inc. | 0.03% | Add +19.4% | 12,296 | $949K |
| Gateway Wealth Partners, LLC | 0.04% | New | 12,238 | $945K |
| Courage Miller Partners, LLC | 0.27% | Reduce -0.1% | 12,219 | $943K |
| Principal Securities, Inc. | 0.01% | Add +9.8% | 12,207 | $942K |
| Easterly Investment Partners LLC | 0.07% | Reduce -7.1% | 11,908 | $919K |
| Capital Asset Managemnet, LLC | 1.02% | Add +10.7% | 11,753 | $907K |
| Kondo Wealth Advisors, Inc. | 0.34% | Add +1.0% | 11,691 | $902K |
| InvesTrust | 0.38% | Add +0.9% | 11,686 | $902K |
| Atlantic Family Wealth, LLC | 0.65% | Reduce -13.7% | 11,661 | $900K |
| Market Street Wealth Management Advisors LLC | 0.14% | No change | 11,570 | $893K |
| Calton & Associates, Inc. | 0.13% | Reduce -24.7% | 11,532 | $890K |
| Meridian Wealth Management, LLC | 0.03% | Add +2.1% | 11,503 | $888K |
| GWN Securities Inc. | 0.17% | Add +14.8% | 11,508 | $888K |
| Carmel Capital Partners, LLC | 0.32% | Add +0.3% | 11,507 | $888K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,486 | $886K |
| Adelphi Trust Co | 0.72% | Add +22.3% | 11,479 | $886K |
| First National Bank of Omaha | 0.03% | Reduce -1.6% | 11,350 | $873K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +4.3% | 11,202 | $870K |
| Family Wealth Partners, LLC | 0.30% | Add +4.2% | 11,261 | $869K |
| M Holdings Securities, Inc. | 0.06% | Add +10.0% | 11,300 | $868K |
| Opus Financial Solutions LLC | 0.81% | Reduce -3.2% | 11,191 | $864K |
| Welch & Forbes LLC | 0.01% | Add +2.3% | 11,187 | $863K |
| Atlantic Union Bankshares Corp | 0.02% | Add +732.9% | 10,919 | $843K |
| Shelter Mutual Insurance Co | 0.19% | No change | 10,900 | $841K |
| Phillip James Consulting Co. | 0.64% | New | 2,340 | $840K |
| Guidance Capital, Inc. | 0.18% | Add +3.1% | 10,675 | $819K |
| Traveka Wealth, LLC | 0.31% | Add +58.7% | 10,568 | $816K |
| Brooklyn Investment Group | 0.03% | Add +103.1% | 10,515 | $812K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +0.5% | 10,326 | $797K |
| Websterrogers Financial Advisors, LLC | 0.23% | Add +0.2% | 10,208 | $788K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 10,205 | $788K |
| Invesco Ltd. | 0.00% | Add +0.7% | 10,143 | $783K |
| Zuckerman Investment Group, LLC | 0.07% | Add +0.0% | 10,127 | $782K |
| Brio Consultants, LLC | 0.09% | Add +3.0% | 10,076 | $773K |
| Tranquilli Financial Advisor LLC | 0.45% | Reduce -45.5% | 9,967 | $769K |
| Clear Wave Wealth Management LLC | 0.19% | — | 9,900 | $764K |
| Private Trust Co. NA | 0.07% | Reduce -42.9% | 9,874 | $762K |
| Commerce Bank | 0.00% | Add +83.4% | 9,772 | $754K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.5% | 9,737 | $751K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +0.5% | 9,712 | $750K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -2.1% | 9,702 | $748K |
| Powers Advisory Group, LLC | 0.26% | Reduce -1.3% | 9,674 | $747K |
| Asset Allocation Strategies LLC | 0.13% | Reduce -8.4% | 9,641 | $744K |
| Pacific Financial Group Inc. | 0.40% | Reduce -4.6% | 9,639 | $744K |
| Private Wealth Group, LLC | 0.35% | No change | 9,597 | $741K |
| Leavell Investment Management, Inc. | 0.03% | Add +8.7% | 9,539 | $736K |
| Latko Wealth Management, Ltd. | 0.36% | Add +17.4% | 9,502 | $733K |
| Cadent Capital Advisors, LLC | 0.19% | Reduce -5.0% | 9,501 | $733K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -42.5% | 9,415 | $727K |
| HRT Financial LP | 0.00% | New | 9,381 | $724K |
| Members Trust Co | 0.02% | No change | 9,250 | $714K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | No change | 9,186 | $709K |
| Prospera Capital Management, LLC | 0.35% | Add +0.7% | 9,111 | $701K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -18.5% | 9,065 | $700K |
| Ashton Thomas Securities, LLC | 0.09% | Reduce -0.7% | 8,987 | $694K |
| Advisory Alpha, LLC | 0.02% | Reduce -19.4% | 8,842 | $682K |
| Independent Wealth Network Inc. | 0.20% | New | 8,828 | $681K |
| Mayport, LLC | 0.13% | New | 8,778 | $677K |
| Ramiah Investment Group | 0.58% | Reduce -3.8% | 8,666 | $669K |
| Creative Financial Designs Inc. | 0.04% | Add +3.1% | 8,606 | $664K |
| One Wealth Advisors, LLC | 0.08% | Add +2.7% | 8,553 | $660K |
| Sonata Capital Group Inc. | 0.24% | Reduce -0.9% | 8,468 | $654K |
| Capital Investment Services of America, Inc. | 0.07% | Reduce -63.2% | 8,460 | $653K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +132.0% | 8,341 | $644K |
| Smith, Moore & Co. | 0.05% | Add +3.8% | 8,303 | $641K |
| Platform Technology Partners | 0.12% | Reduce -16.2% | 8,252 | $637K |
| Global Financial Private Client, LLC | 0.21% | Reduce -0.0% | 8,249 | $637K |
| Arlington Financial Advisors, LLC | 0.09% | Add +0.1% | 8,249 | $637K |
| McAdam, LLC | 0.03% | Add +4.8% | 8,061 | $622K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -15.4% | 8,025 | $619K |
| Everest Financial Group LLC | 0.10% | Add +64.5% | 7,977 | $616K |
| Fiduciary Trust Co | 0.01% | No change | 7,965 | $615K |
| BridgePort Financial Solutions, LLC | 0.17% | Add +28.0% | 7,964 | $615K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -18.4% | 7,890 | $609K |
| Golden Road Advisors LLC | 0.35% | Add +49.7% | 7,866 | $607K |
| Delta Financial Advisors LLC | 0.16% | No change | 7,795 | $602K |
| Estate Counselors, LLC | 0.05% | Reduce -37.6% | 7,795 | $602K |
| Staley Capital Advisers Inc. | 0.03% | New | 7,770 | $600K |
| Alamar Capital Management, LLC | 0.37% | No change | 7,757 | $599K |
| Clearstead Advisors, LLC | 0.01% | Add +28.0% | 7,712 | $595K |
| Peak Planning Group, LLC | 0.16% | Add +15.8% | 7,692 | $594K |
| Kanawha Capital Management LLC | 0.04% | Reduce -6.8% | 7,667 | $592K |
| Eagle Bay Advisors LLC | 0.51% | New | 7,488 | $578K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.1% | 7,455 | $575K |
| First Citizens Financial Corp | 0.27% | Reduce -1.8% | 7,444 | $575K |
| Wealth Management Nebraska | 0.06% | Reduce -4.2% | 7,417 | $572K |
| Independent Advisor Alliance | 0.01% | New | 7,414 | $572K |
| Thrive Capital Management, LLC | 0.12% | Reduce -23.2% | 7,120 | $550K |
| WPG Advisers, LLC | 0.40% | Reduce -0.0% | 7,075 | $546K |
| Southland Equity Partners LLC | 0.11% | Add +0.5% | 6,990 | $539K |
| Bank of New Hampshire | 0.12% | Reduce -5.9% | 6,944 | $536K |
| Allen Investment Management, LLC | 0.01% | Add +5.8% | 6,929 | $535K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -3.2% | 6,828 | $527K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -11.1% | 6,724 | $519K |
| DBK Financial Counsel, LLC | 0.39% | Reduce -2.9% | 6,607 | $510K |
| Chapin Davis, Inc. | 0.11% | Reduce -9.1% | 6,588 | $508K |
| Vance Wealth, LLC | 0.15% | Add +0.4% | 6,533 | $504K |
| Breakwater Investment Management | 0.19% | No change | 6,501 | $502K |
| PlanVest Financial, Inc | 0.38% | — | 6,471 | $499K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.6% | 6,467 | $499K |
| SWP Financial LLC | 0.25% | Reduce -7.0% | 6,423 | $496K |
| Barrett & Company, Inc. | 0.17% | Reduce -0.8% | 6,412 | $495K |
| Bruce G. Allen Investments, LLC | 0.32% | Add +0.7% | 6,365 | $491K |
| Atlatl Advisers LLC | 0.36% | Reduce -73.6% | 6,335 | $489K |
| Csenge Advisory Group | 0.02% | Add +35.3% | 6,308 | $487K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 6,287 | $485K |
| Brookmont Capital Management | 0.27% | Add +15.2% | 6,154 | $475K |
| Loudon Investment Management, LLC | 0.25% | Add +19.9% | 6,133 | $473K |
| Bluespring Wealth Management, LLC | 0.04% | Add +11.6% | 6,121 | $472K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -67.5% | 6,038 | $466K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -32.7% | 6,017 | $464K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.6% | 5,990 | $462K |
| WealthTrak Capital Management LLC | 0.33% | Add +17.1% | 5,978 | $461K |
| NewEdge Wealth, LLC | 0.01% | Add +11.9% | 5,890 | $455K |
| RoundAngle Advisors LLC | 0.34% | Add +1.3% | 5,825 | $450K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -31.2% | 5,825 | $450K |
| Townsend Financial Planning, LLC | 0.43% | Reduce -0.6% | 5,816 | $449K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | No change | 5,813 | $449K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +76.1% | 5,810 | $448K |
| Legacy Trust | 0.09% | Reduce -7.3% | 5,801 | $448K |
| Bluebird Wealth Management LLC | 0.45% | Reduce -0.4% | 5,737 | $443K |
| Hills Bank & Trust Co | 0.02% | No change | 5,702 | $440K |
| Wesbanco Bank Inc. | 0.01% | Reduce -5.9% | 5,699 | $440K |
| Idaho Trust Co | 0.14% | Reduce -2.2% | 5,651 | $436K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -6.1% | 5,626 | $434K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +2.3% | 5,590 | $431K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.9% | 5,576 | $430K |
| Maia Wealth LLC | 0.07% | Reduce -9.8% | 5,575 | $430K |
| Dearborn Partners LLC | 0.02% | Add +0.1% | 5,568 | $430K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -8.2% | 5,179 | $429K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | Reduce -5.9% | 5,550 | $428K |
| KPP Advisory Services LLC | 0.06% | No change | 5,482 | $423K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -0.9% | 5,477 | $423K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $421K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 5,445 | $420K |
| Capital Advisor Network LLC | 0.59% | — | 5,417 | $418K |
| Alpha Financial Partners LLC | 0.25% | Add +54.6% | 5,411 | $418K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -0.1% | 5,312 | $412K |
| Kestra Investment Management, LLC | 0.01% | Add +45.6% | 5,342 | $412K |
| Maripau Wealth Management LLC | 0.18% | Reduce -0.9% | 5,316 | $410K |
| Trilogy Capital Inc. | 0.02% | Add +0.7% | 5,304 | $409K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 5,300 | $409K |
| Brookwood Investment Group LLC | 0.05% | Reduce -13.1% | 5,273 | $407K |
| Wedbush Securities Inc. | 0.01% | Add +10.0% | 5,244 | $405K |
| Swisher Financial Concepts, Inc. | 0.23% | Reduce -7.1% | 5,246 | $405K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +23.7% | 5,215 | $402K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -0.4% | 5,214 | $402K |
| Ancora Advisors LLC | 0.01% | Add +4.6% | 5,213 | $402K |
| One Capital Management, LLC | 0.01% | Reduce -3.0% | 5,201 | $401K |
| Poinciana Advisors Group, LLC | 0.31% | Add +0.7% | 5,159 | $398K |
| MeadowBrook Investment Advisors LLC | 0.36% | No change | 5,050 | $396K |
| Elevatus Welath Management | 0.21% | Reduce -6.2% | 5,127 | $396K |
| MPWM Advisory Solutions, LLC | 0.21% | Add +2.8% | 5,114 | $395K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +5.8% | 5,041 | $389K |
| Compass Advisory Group LLC | 0.10% | Add +0.7% | 5,026 | $388K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,975 | $384K |
| Kennebec Savings Bank | 0.34% | Reduce -71.5% | 4,967 | $383K |
| Center For Asset Management LLC | 0.19% | Add +6.1% | 4,961 | $383K |
| MADDEN SECURITIES Corp | 0.11% | Add +2.6% | 4,951 | $382K |
| XTX Topco Ltd | 0.01% | New | 4,950 | $382K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | New | 4,860 | $375K |
| EnRich Financial Partners LLC | 0.10% | Add +0.3% | 4,854 | $375K |
| Panoramic Investment Advisors, LLC | 0.20% | Add +18.3% | 4,850 | $374K |
| Caitlin John, LLC | 0.22% | Add +14.3% | 4,811 | $371K |
| Split Rock Private Trading & Wealth Management, LLC | 0.29% | Add +7.5% | 4,780 | $369K |
| DMKC Advisory Services, LLC | 0.15% | New | 4,778 | $369K |
| Franklin Resources Inc. | 0.00% | No change | 4,765 | $368K |
| LaFleur & Godfrey LLC | 0.05% | Add +10.7% | 4,755 | $367K |
| Liberty Wealth Management LLC | 0.05% | Add +9.6% | 4,747 | $366K |
| Strathmore Capital Advisors, Inc. | 0.10% | Reduce -0.7% | 4,685 | $363K |
| S.A. Mason LLC | 0.13% | Reduce -1.7% | 4,641 | $358K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -46.2% | 4,633 | $358K |
| SilverOak Wealth Management LLC | 0.06% | No change | 4,621 | $357K |
| LongView Wealth Management | 0.09% | Add +8.8% | 4,590 | $356K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.5% | 4,596 | $355K |
| Northstar Group, Inc. | 0.05% | No change | 4,590 | $354K |
| Bogart Wealth, LLC | 0.01% | Add +23.7% | 4,580 | $354K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -98.0% | 4,541 | $350K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -0.3% | 4,534 | $350K |
| New Covenant Trust Company, N.A. | 0.31% | No change | 4,519 | $349K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 4,514 | $348K |
| VestGen Investment Management | 0.19% | Reduce -20.3% | 4,503 | $348K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +3.8% | 4,417 | $341K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 4,315 | $333K |
| Leo Wealth, LLC | 0.02% | Reduce -17.6% | 4,307 | $332K |
| Carter Financial, LLC | 0.29% | No change | 4,294 | $331K |
| Arbor Wealth Advisors LLC | 0.23% | Add +0.3% | 4,272 | $330K |
| Marshall Investment Management, LLC | 0.16% | Add +8.7% | 4,271 | $330K |
| Net Worth Advisory Group | 0.07% | Reduce -52.9% | 4,248 | $328K |
| Fourth Dimension Wealth, LLC | 0.12% | Reduce -12.5% | 4,210 | $325K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +17.3% | 4,191 | $323K |
| WoodTrust Financial Corp | 0.04% | Reduce -63.2% | 4,132 | $319K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,115 | $318K |
| Smallwood Wealth Investment Management, LLC | 0.17% | Reduce -5.1% | 4,112 | $317K |
| Bath Savings Trust Co | 0.03% | Reduce -0.8% | 4,086 | $315K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -6.1% | 4,080 | $315K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 4,080 | $315K |
| Murphy & Mullick Capital Management Corp | 0.23% | Reduce -6.4% | 4,070 | $314K |
| GeoWealth Management, LLC | 0.01% | Add +133.6% | 4,051 | $313K |
| Seven Mile Advisory | 0.22% | New | 4,013 | $310K |
| Moors & Cabot, Inc. | 0.01% | Add +4.5% | 4,013 | $310K |
| FFG Retirement Advisors LLC | 0.18% | Add +0.7% | 3,988 | $308K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -0.1% | 3,988 | $308K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.2% | 3,976 | $307K |
| Andrews, Lucia Wealth Management LLC | 0.18% | Reduce -2.9% | 3,970 | $306K |
| PKS Advisory Services, LLC | 0.07% | Add +0.1% | 3,951 | $305K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.8% | 3,951 | $305K |
| Forum Private Client Group LLC | 0.10% | Add +17.3% | 3,936 | $304K |
| Ignite Planners, LLC | 0.05% | Reduce -14.9% | 3,954 | $300K |
| Bond & Devick Financial Network, Inc. | 0.08% | No change | 3,881 | $300K |
| Brighton Jones LLC | 0.01% | New | 3,861 | $298K |
| Maridea Wealth Management LLC | 0.04% | Reduce -0.1% | 3,856 | $298K |
| PAX Financial Group, LLC | 0.05% | Reduce -4.3% | 3,833 | $296K |
| Gibraltar Capital Management, Inc. | 0.05% | Reduce -27.9% | 3,830 | $296K |
| Planning Directions Inc. | 0.15% | Add +0.7% | 3,777 | $291K |
| Brooks, Moore & Associates, Inc. | 0.15% | New | 3,775 | $291K |
| Mark Sheptoff Financial Planning, LLC | 0.15% | New | 3,789 | $291K |
| Arcadia Wealth Management, Inc. | 0.16% | No change | 3,743 | $289K |
| Jones Kertz & Associates, Inc. | 0.15% | No change | 3,738 | $288K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,711 | $286K |
| Sequent Planning LLC | 0.07% | New | 3,698 | $285K |
| Summit Wealth Group, LLC | 0.07% | Add +0.5% | 3,684 | $284K |
| Tranquility Partners, LLC | 0.11% | Add +12.9% | 3,684 | $284K |
| NorthRock Partners, LLC | 0.00% | Add +8.5% | 3,676 | $284K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,675 | $284K |
| RCS Financial Planning, LLC | 0.15% | Reduce -0.3% | 3,672 | $283K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,662 | $283K |
| Clark Capital Management Group, Inc. | 0.00% | Add +14.3% | 3,648 | $282K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.6% | 3,645 | $281K |
| Aegis Wealth Management LLC | 0.16% | No change | 3,604 | $278K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +0.2% | 3,588 | $277K |
| Godshalk Welsh Capital Management, Inc. | 0.16% | Add +3.0% | 3,587 | $277K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 3,568 | $275K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -49.5% | 3,566 | $275K |
| World Equity Group, Inc. | 0.07% | Reduce -1.3% | 3,803 | $275K |
| OMNI 360 Wealth, Inc. | 0.14% | Reduce -4.8% | 3,537 | $273K |
| Essex Financial Services, Inc. | 0.02% | New | 3,534 | $273K |
| CRA Financial Services, LLC | 0.04% | No change | 3,530 | $272K |
| TCFG Wealth Management, LLC | 0.10% | Add +4.2% | 3,506 | $271K |
| TCFG Investment Advisors, LLC | 0.10% | — | 3,506 | $271K |
| Cogent Private Wealth, Inc. | 0.20% | Reduce -11.9% | 3,500 | $270K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,484 | $269K |
| TFB Advisors LLC | 0.14% | Add +7.8% | 3,471 | $268K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Reduce -2.6% | 3,460 | $267K |
| Integrated Wealth Management | 0.31% | Reduce -1.1% | 3,453 | $266K |
| Cresset Asset Management, LLC | 0.00% | Reduce -36.5% | 3,449 | $266K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +28.3% | 3,436 | $265K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +15.7% | 3,427 | $265K |
| Dakota Wealth Management | 0.01% | Reduce -9.8% | 3,425 | $264K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.1% | 3,415 | $264K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -8.6% | 3,389 | $262K |
| Robinswood Financial LLC | 0.08% | Add +325.5% | 3,383 | $261K |
| Orleans Capital Management Corp. | 0.18% | Add +6.0% | 3,380 | $261K |
| Echo Wealth Management, LLC | 0.15% | No change | 3,379 | $261K |
| Leading Edge Financial Planning LLC | 0.05% | New | 3,375 | $260K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -55.1% | 3,366 | $260K |
| Stone Loft Wealth Management LLC | 0.19% | Add +14.6% | 3,356 | $259K |
| BlackRock, Inc. | 0.00% | No change | 3,347 | $258K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,316 | $256K |
| Harbour Investment Management LLC | 0.14% | New | 3,314 | $256K |
| Horst & Graben Wealth Management LLC | 0.03% | Add +0.1% | 3,273 | $253K |
| Keybank National Association | 0.00% | No change | 3,261 | $252K |
| Gibson Capital, LLC | 0.05% | Reduce -9.6% | 3,250 | $251K |
| WealthPoint Financial, LLC | 0.21% | Add +12.9% | 3,233 | $250K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -23.2% | 3,231 | $249K |
| HF Advisory Group, LLC | 0.09% | Reduce -6.5% | 3,231 | $249K |
| WBH Advisory Inc. | 0.02% | New | 3,242 | $249K |
| Summit Wealth Partners, LLC | 0.04% | Add +0.3% | 3,219 | $248K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -64.3% | 3,188 | $246K |
| Redwood Investment Management, LLC | 0.03% | Reduce -8.2% | 3,171 | $245K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | New | 3,166 | $244K |
| Dunhill Financial, LLC | 0.06% | New | 3,151 | $243K |
| Rf&l Wealth Management, LLC | 0.18% | Add +6.8% | 3,135 | $242K |
| St. Nicholas Private Asset Management, Inc. | 0.23% | Reduce -2.0% | 3,124 | $241K |
| Friday Financial | 0.08% | No change | 3,113 | $240K |
| Petix & Botte Co | 0.11% | Reduce -49.9% | 3,112 | $240K |
| Redwood Park Advisors LLC | 0.18% | Add +0.7% | 3,104 | $240K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 3,097 | $239K |
| BlackDiamond Wealth Management, LLC | 0.11% | New | 3,060 | $236K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -13.2% | 3,055 | $236K |
| TAGStone Capital, Inc. | 0.08% | Add +0.5% | 3,038 | $234K |
| Oarsman Capital, Inc. | 0.03% | Reduce -0.6% | 3,038 | $234K |
| Empirical Asset Management, LLC | 0.06% | New | 3,001 | $232K |
| XY Planning Network, Inc. | 0.04% | Reduce -32.0% | 3,010 | $231K |
| AMG National Trust Bank | 0.01% | No change | 2,995 | $231K |
| Valpey Financial Services, LLC | 0.15% | Add +0.7% | 2,985 | $230K |
| Prudent Man Advisors, LLC | 0.07% | No change | 2,978 | $230K |
| Concord Wealth Partners | 0.03% | No change | 2,960 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.2% | 2,956 | $228K |
| BNC Wealth Management, LLC | 0.06% | Reduce -1.1% | 2,925 | $226K |
| Investment Advisory Group, LLC | 0.06% | No change | 2,925 | $226K |
| United Advisor Group, LLC | 0.03% | Reduce -0.1% | 2,923 | $226K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.6% | 2,916 | $225K |
| Evoke Wealth, LLC | 0.00% | Add +0.0% | 2,885 | $223K |
| Long Island Wealth Management, Inc. | 0.10% | Reduce -46.2% | 2,880 | $222K |
| Elevate Wealth Advisory, Inc. | 0.14% | Add +3.9% | 2,854 | $220K |
| Hardworking Capital Advisors, LLC | 0.20% | Add +4.3% | 2,835 | $219K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -0.7% | 2,834 | $218K |
| Empower Advisory Group, LLC | 0.00% | New | 2,829 | $218K |
| Transcendent Capital Group LLC | 0.10% | No change | 2,810 | $217K |
| Blume Capital Management, Inc. | 0.04% | Reduce -8.5% | 2,800 | $216K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,782 | $215K |
| 3 Factor Indexing, LLC | 0.20% | — | 2,754 | $213K |
| Beacon Capital Management, LLC | 0.04% | New | 2,743 | $212K |
| TrueWealth Advisors, LLC | 0.05% | Reduce -7.7% | 2,741 | $212K |
| LifeSteps Financial, Inc. | 0.13% | New | 2,739 | $211K |
| Potomac Fund Management Inc. | 0.01% | Add +2.4% | 2,737 | $211K |
| Kane Investment Management, Inc. | 0.11% | Reduce -1.9% | 2,679 | $207K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,677 | $207K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $206K |
| Dimension Capital Management LLC | 0.03% | No change | 2,668 | $206K |
| Granite Bay Wealth Management, LLC | 0.04% | New | 2,645 | $204K |
| GTS Securities LLC | 0.01% | New | 2,640 | $204K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +16.7% | 2,628 | $203K |
| Tme Financial, Inc. | 0.14% | Reduce -1.0% | 2,623 | $202K |
| Torrey-Payne Wealth Management, LLC | 0.19% | Reduce -13.2% | 2,621 | $202K |
| L.K. Benson & Company, P.C. | 0.07% | Add +0.7% | 2,610 | $201K |
| Capital Square, LLC | 0.09% | New | 2,585 | $200K |
| Meridian Investment Counsel Inc. | 0.05% | No change | 2,593 | $200K |
| Arkos Global Advisors | 0.02% | New | 2,426 | $187K |
| Root Financial Partners, LLC | 0.01% | Add +257.3% | 2,340 | $181K |
| Richardson Financial Services Inc. | 0.11% | Add +5.9% | 2,325 | $179K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +482.1% | 2,305 | $178K |
| Raleigh Capital Management Inc. | 0.06% | Add +6.1% | 2,294 | $177K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.1% | 2,201 | $170K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.2% | 2,196 | $170K |
| Twin City Private Wealth, LLC | 0.13% | Add +0.2% | 2,172 | $168K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,165 | $167K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,041 | $158K |
| POM Investment Strategies, LLC | 0.20% | New | 2,034 | $157K |
| Eastern Bank | 0.00% | New | 2,003 | $155K |
| Crews Bank & Trust | 0.02% | No change | 1,961 | $151K |
| Wellington Grp LLC | 0.04% | New | 1,885 | $145K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -0.8% | 1,844 | $142K |
| REAP Financial Group, LLC | 0.03% | Add +28.4% | 1,819 | $140K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,812 | $140K |
| South Plains Financial, Inc. | 0.08% | New | 1,720 | $133K |
| Pacifica Partners Inc. | 0.04% | No change | 1,644 | $127K |
| MCF Advisors LLC | 0.01% | Reduce -5.8% | 1,635 | $126K |
| CX Institutional | 0.00% | Reduce -41.0% | 1,498 | $116K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,500 | $116K |
| Tucker Asset Management LLC | 0.03% | Add +4.7% | 1,459 | $113K |
| Tompkins Financial Corp. | 0.01% | New | 1,426 | $110K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +20.1% | 1,424 | $110K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.7% | 1,359 | $105K |
| WealthShield Partners, LLC | 0.01% | No change | 1,339 | $103K |
| Signature Equity Partners, LLC | 0.06% | Add +225.1% | 1,336 | $103K |
| Kelleher Financial Advisors | 0.03% | No change | 1,335 | $103K |
| AlphaCore Capital LLC | 0.00% | Add +6.2% | 1,319 | $102K |
| Basepoint Wealth LLC | 0.06% | Add +0.7% | 1,297 | $100K |
| Key Financial Inc | 0.02% | Reduce -10.7% | 1,292 | $100K |
| Legacy Wealth Managment, LLC | 0.05% | Add +9.2% | 1,277 | $99K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,151 | $89K |
| Abound Wealth Management | 0.02% | Add +0.7% | 1,135 | $88K |
| Archer Investment Corp | 0.02% | Reduce -17.8% | 1,114 | $86K |
| Grey Ledge Advisors, LLC | 0.02% | Add +34.0% | 1,100 | $85K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,091 | $84K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,049 | $81K |
| Wellington-Altus USA Inc. | 0.05% | Add +81.3% | 1,037 | $80K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +0.7% | 999 | $77K |
| Sound Income Strategies, LLC | 0.00% | Add +27.3% | 989 | $76K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 972 | $75K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 962 | $74K |
| Kingdom Financial Group LLC. | 0.02% | New | 962 | $74K |
| Trust Co. of Toledo NA | 0.01% | No change | 900 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 900 | $69K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +2880.0% | 894 | $69K |
| Nova Wealth Management, Inc. | 0.04% | New | 890 | $69K |
| Ironwood Wealth Management, LLC. | 0.02% | Add +55.9% | 803 | $62K |
| Teachers Insurance & Annuity Association of America | 0.07% | No change | 770 | $59K |
| Financial Connections Group, Inc. | 0.02% | Reduce -20.3% | 768 | $59K |
| LFA - Lugano Financial Advisors SA | 0.03% | No change | 735 | $56K |
| Morse Asset Management, Inc | 0.01% | Reduce -30.0% | 700 | $54K |
| N.E.W. Advisory Services LLC | 0.00% | Add +33.6% | 668 | $52K |
| McGuire Capital Advisors Inc. | 0.03% | Reduce -3.8% | 659 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 651 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -17.9% | 633 | $49K |
| Montag A & Associates Inc. | 0.00% | Reduce -13.7% | 629 | $49K |
| Evolution Wealth Management Inc. | 0.03% | Add +2.5% | 611 | $47K |
| Founders Financial Alliance, LLC | 0.01% | Add +6.4% | 596 | $46K |
| Rialto Wealth Management, LLC | 0.01% | No change | 595 | $46K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.2% | 578 | $45K |
| CNB Bank | 0.02% | No change | 577 | $45K |
| Global Trust Asset Management, LLC | 0.02% | No change | 577 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 575 | $44K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +10.8% | 574 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 552 | $43K |
| Howe & Rusling Inc. | 0.00% | No change | 511 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 484 | $37K |
| Hollencrest Capital Management | 0.00% | New | 480 | $37K |
| Darwin Wealth Management, LLC | 0.01% | New | 466 | $36K |
| Bangor Savings Bank | 0.00% | Add +18.9% | 465 | $36K |
| Birchbrook, Inc. | 0.02% | No change | 440 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.2% | 436 | $34K |
| FAS Wealth Partners, Inc. | 0.00% | Add +2.7% | 417 | $32K |
| Coastline Trust Co | 0.00% | No change | 405 | $31K |
| First Community Trust NA | 0.02% | Reduce -98.2% | 390 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 375 | $29K |
| Blue Trust, Inc. | 0.00% | No change | 371 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | Add +60.2% | 370 | $29K |
| Johnson Financial Group, Inc. | 0.00% | New | 361 | $28K |
| Hurley Capital, LLC | 0.01% | No change | 341 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | New | 334 | $26K |
| LGT Financial Advisors LLC | 0.13% | No change | 323 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 320 | $25K |
| Meramec Financial Planners, LLC | 0.01% | Add +0.3% | 314 | $24K |
| Monetary Solutions, Ltd | 0.02% | No change | 312 | $24K |
| Financial Consulate, Inc. | 0.00% | Add +20.4% | 301 | $23K |
| SHP Wealth Management | 0.00% | New | 299 | $23K |
| Ameriflex Group, Inc. | 0.01% | No change | 295 | $23K |
| Vision Retirement, LLC | 0.01% | New | 291 | $22K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 283 | $22K |
| Red Tortoise LLC | 0.01% | New | 274 | $21K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -85.4% | 246 | $19K |
| CVA Family Office, LLC | 0.00% | Add +33.3% | 240 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 228 | $18K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -19.2% | 227 | $18K |
| Networth Advisors, LLC | 0.01% | No change | 223 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 225 | $17K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 213 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -62.2% | 211 | $16K |
| Sfam, LLC | 0.01% | No change | 210 | $16K |
| Main Street Group, LTD | 0.01% | New | 207 | $16K |
| Key Capital Management, INC | 0.01% | New | 194 | $15K |
| Blueline Advisors LLC | 0.01% | Add +0.5% | 193 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 182 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 177 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 175 | $13K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 173 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 160 | $12K |
| Bell Investment Advisors, Inc | 0.00% | New | 156 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 155 | $12K |
| Pflug Koory, LLC | 0.01% | Add +0.7% | 153 | $12K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 152 | $12K |
| Gill Capital Partners, LLC | 0.00% | New | 142 | $11K |
| IFG Advisory, LLC | 0.03% | Reduce -96.7% | 132 | $10K |
| Clark Wealth Partners | 0.01% | No change | 126 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 110 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 104 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 99 | $8K |
| EFG International AG | 0.00% | New | 93 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| City Holding Co. | 0.00% | New | 91 | $7K |
| Covestor Ltd | 0.00% | Add +2.2% | 94 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Investors Research Corp | 0.00% | No change | 84 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 77 | $6K |
| American National Bank & Trust | 0.00% | New | 75 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 66 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | New | 64 | $5K |
| Atlas Capital Advisors Inc. | 0.00% | Add +115.4% | 56 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 48 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 48 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.7% | 47 | $4K |
| Napier Financial, LLC | 0.00% | New | 42 | $3K |
| Avion Wealth | 0.00% | No change | 43 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 38 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 38 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 37 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 30 | $2K |
| Transce3nd, LLC | 0.02% | No change | 30 | $2K |
| Eukles Asset Management | 0.00% | Reduce -97.4% | 29 | $2K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 28 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| TopTier Wealth Management, LLC | 0.00% | New | 24 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Ironwood Wealth Management, Inc. | 0.00% | New | 18 | $1K |
| Ballast Advisors LLC | 0.00% | New | 18 | $1K |
| Clayton Financial Group LLC | 0.00% | No change | 15 | $1K |
| Destiny Wealth Partners, LLC | 0.00% | New | 10 | $801 |
| Richardson Capital Management LLC | 0.00% | No change | 9 | $695 |
| Godsey & Gibb, Inc. | 0.00% | Reduce -93.4% | 6 | $464 |
| Copia Wealth Management | 0.00% | No change | 6 | $463 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $463 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.0% | 3 | $246 |
| Mosley Wealth Management | 0.00% | New | 3 | $234 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 2 | $154 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.