Vanguard Intermediate-Term BBIVETF
13F holders, Q2 2026 (June 30)1,024holders +10
68new positions
61sold out
4famous investors
$76.68avg. 13F price*
At the end of Q2 2026, 1,024 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 10 from Q1 2026. 68 opened new positions and 61 sold out. The largest holders were Wells Fargo & Company ($2.0B), Envestnet Asset Management Inc. ($1.9B) and Northwestern Mutual Wealth Management Co. ($983.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $114.2M |
| Exits | 61 | $37.2M |
All 13F filers, Q1 2026 → Q2 2026: 15,817,898 shares bought and 7,759,913 shares sold, net +8,057,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,024 holders
| Wells Fargo & Company | 0.35% | Reduce -4.7% | 26,474,330 | $2.0B |
| Envestnet Asset Management Inc. | 0.44% | Add +2.9% | 24,235,046 | $1.9B |
| Northwestern Mutual Wealth Management Co. | 0.53% | Add +6.2% | 12,822,370 | $983.5M |
| EP Wealth Advisors, LLC | 3.57% | Add +18.9% | 12,178,869 | $934.1M |
| Goldman Sachs Group Inc. | 0.09% | Add +8.6% | 11,248,421 | $862.8M |
| Morgan Stanley | 0.04% | Add +4.2% | 8,675,092 | $665.4M |
| Bank of America Corp. | 0.04% | Add +0.6% | 7,224,992 | $554.2M |
| Baird Financial Group, Inc. | 0.65% | Add +10.4% | 6,176,904 | $473.8M |
| True Link Financial Advisors, LLC | 25.31% | Add +6.5% | 5,706,056 | $437.7M |
| LPL Financial LLC | 0.09% | Add +1.5% | 5,360,448 | $411.1M |
| United Capital Financial Advisors, LLC | 1.69% | Add +8.1% | 3,995,262 | $306.4M |
| Ameriprise Financial Inc. | 0.06% | Reduce -6.9% | 3,911,085 | $299.6M |
| Jones Financial Companies LLLP | 0.10% | Add +9.2% | 3,393,708 | $261.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.64% | Add +5.7% | 2,435,399 | $186.8M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.9% | 2,400,546 | $184.1M |
| Lincoln National Corp. | 4.42% | Add +3.0% | 2,251,874 | $172.7M |
| Osaic Holdings, Inc. | 0.19% | Add +0.4% | 2,073,835 | $159.1M |
| Royal Bank of Canada | 0.03% | Reduce -1.4% | 2,057,704 | $157.8M |
| Mariner, LLC | 0.16% | Add +1.0% | 2,020,987 | $155.0M |
| Zhang Financial LLC | 4.29% | Add +1.3% | 1,914,897 | $146.9M |
| UBS Group AG | 0.02% | Add +8.1% | 1,839,154 | $141.1M |
| Retirement Investment Advisors, Inc. | 9.85% | Add +6.3% | 1,825,373 | $138.2M |
| Cetera Investment Advisers | 0.13% | Add +5.2% | 1,793,272 | $137.5M |
| Mather Group, Llc. | 1.09% | Reduce -56.0% | 1,630,105 | $125.0M |
| Bank of New York Mellon Corp | 0.02% | Add +1.8% | 1,526,858 | $117.1M |
| FMR LLC | 0.01% | Add +5.7% | 1,515,708 | $116.3M |
| Fifth Third Bancorp | 0.18% | Reduce -1.7% | 1,471,769 | $112.9M |
| Creative Planning | 0.06% | Add +21.5% | 1,371,285 | $105.2M |
| Assetmark, Inc. | 0.18% | Add +8390.1% | 1,346,530 | $103.3M |
| Cerity Partners LLC | 0.12% | Add +5.6% | 1,276,358 | $97.9M |
| Truist Financial Corp. | 0.12% | Add +4.6% | 1,263,804 | $96.9M |
| Peapack Gladstone Financial Corp. | 1.11% | Add +0.7% | 1,261,481 | $96.8M |
| BCM Advisors, LLC | 18.63% | Add +0.2% | 1,267,115 | $95.7M |
| American Trust | 7.18% | Reduce -2.1% | 1,214,066 | $93.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.0% | 1,207,949 | $92.6M |
| Rockefeller Capital Management L.P. | 0.14% | Add +5.6% | 1,148,006 | $88.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +5.2% | 1,105,158 | $84.8M |
| Citizens Financial Group Inc. | 0.97% | Add +118.3% | 1,050,510 | $80.6M |
| Family Investment Center, Inc. | 13.23% | Add +7.4% | 1,038,714 | $79.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +8.0% | 1,014,569 | $77.1M |
| Vanguard Advisers Inc. | 0.25% | Add +10.6% | 974,442 | $74.7M |
| Bank of Montreal | 0.03% | Add +4.0% | 919,537 | $70.5M |
| Wit, LLC | 1.05% | No change | 861,173 | $66.1M |
| Discipline Wealth Solutions, LLC | 5.48% | Add +12.3% | 818,448 | $62.8M |
| World Investment Advisors | 1.01% | Add +0.5% | 793,535 | $61.2M |
| Cranbrook Wealth Management, LLC | 10.49% | Add +1.7% | 730,608 | $56.0M |
| US Bancorp \de | 0.06% | Add +3.5% | 729,038 | $55.9M |
| MML Investors Services, LLC | 0.11% | Add +25.4% | 714,797 | $54.8M |
| Sage Financial Management Group, Inc. | 15.00% | Add +6.1% | 711,661 | $54.6M |
| Verus Financial Partners, Inc. | 4.64% | Add +5.2% | 706,952 | $54.2M |
| Cannon Financial Strategists, Inc. | 6.08% | Add +6.0% | 696,561 | $53.4M |
| Stephens Inc. | 0.59% | Add +12.2% | 683,912 | $52.5M |
| Scott Capital Advisors, LLC | 8.14% | Add +5.7% | 677,229 | $51.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.0% | 666,617 | $51.3M |
| Janney Montgomery Scott LLC | 0.10% | Add +3.2% | 647,754 | $49.7M |
| Reliant Wealth Planning | 13.33% | Add +3.4% | 631,866 | $48.5M |
| Francis Financial, Inc. | 7.89% | Add +3.4% | 626,906 | $48.1M |
| Cornerstone Planning Group LLC | 5.80% | Add +4.1% | 609,041 | $46.1M |
| Mfa Wealth Advisors, LLC | 7.85% | Reduce -2.3% | 600,446 | $46.1M |
| Daymark Wealth Partners, LLC | 1.08% | New | 575,881 | $44.2M |
| Stifel Financial Corp. | 0.04% | Add +3.2% | 558,188 | $42.8M |
| &partners | 0.17% | Add +21.2% | 554,565 | $42.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +8.5% | 543,846 | $41.7M |
| Badgley Phelps Wealth Managers, LLC | 0.70% | Add +1.7% | 523,833 | $40.2M |
| Midwest Trust Co | 0.45% | Add +23.4% | 523,378 | $40.1M |
| Beacon Capital Management, Inc. | 2.42% | Reduce -16.1% | 521,466 | $40.0M |
| BetterWealth, LLC | 7.07% | Add +8.2% | 521,246 | $40.0M |
| Pinkerton Wealth, LLC | 3.41% | Add +5.4% | 515,159 | $39.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.77% | Add +1.9% | 501,701 | $38.5M |
| True Freedom Investing, LLC | 3.00% | Reduce -2.6% | 496,303 | $38.3M |
| LVW Advisors, LLC | 3.28% | Add +6.4% | 494,779 | $37.9M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.48% | Reduce -0.8% | 488,980 | $37.5M |
| Farther Finance Advisors, LLC | 0.29% | Add +2.1% | 488,716 | $37.5M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +4.5% | 470,818 | $36.1M |
| Geneos Wealth Management Inc. | 0.73% | Add +6.9% | 465,336 | $35.7M |
| Gordian Advisors LLC | 20.38% | Add +5.8% | 451,880 | $34.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.0% | 451,690 | $34.6M |
| Avior Wealth Management, LLC | 0.90% | Add +2.4% | 445,048 | $34.1M |
| Brighton Securities Corp. | 14.61% | Add +2.0% | 443,456 | $34.0M |
| Cary Street Partners Financial LLC | 0.73% | Reduce -2.2% | 476,206 | $33.5M |
| Southern Michigan Bank & Trust | 11.83% | Add +0.0% | 433,842 | $33.3M |
| Greenup Street Wealth Management LLC | 3.91% | Add +35.0% | 418,756 | $32.1M |
| Wescott Financial Advisory Group, LLC | 2.49% | Add +7.2% | 418,386 | $32.1M |
| Grey Fox Wealth Advisors, LLC | 5.02% | Add +7.0% | 417,009 | $32.0M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +78.0% | 415,253 | $31.8M |
| Wealthfront Advisers LLC | 0.06% | Reduce -2.7% | 410,897 | $31.5M |
| Modera Wealth Management, LLC | 0.34% | Reduce -2.1% | 409,973 | $31.4M |
| Roundview Capital LLC | 1.71% | Add +9.3% | 408,111 | $31.3M |
| Ballentine Capital Advisors, Inc | 11.68% | Add +10.7% | 403,995 | $31.0M |
| Captrust Financial Advisors | 0.05% | Add +1.1% | 403,393 | $30.9M |
| Seneschal Advisors, LLC | 20.79% | Reduce -0.3% | 395,818 | $30.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.09% | Add +19.0% | 394,939 | $30.3M |
| FPC Investment Advisory, Inc. | 14.20% | Add +1.7% | 395,163 | $30.1M |
| Compass Planning Associates Inc | 16.18% | Add +7.9% | 390,104 | $29.9M |
| Christine Messmer PC | 16.82% | Add +26.5% | 389,276 | $29.9M |
| Brown Wealth Management, LLC | 6.66% | Add +12.0% | 388,428 | $29.8M |
| Acorn Creek Capital LLC | 9.95% | Add +3.5% | 388,216 | $29.8M |
| Lodestar Private Asset Management LLC | 2.57% | Add +7.9% | 387,752 | $29.7M |
| Bank Hapoalim BM | 2.02% | Reduce -25.6% | 382,990 | $29.4M |
| Everhart Financial Group, Inc. | 1.87% | Add +3.7% | 381,781 | $29.3M |
| Hoge Financial Services, LLC | 13.42% | Add +2.6% | 365,539 | $28.0M |
| Schiavi & Co LLC | 7.37% | Add +4.6% | 363,886 | $27.9M |
| Austin Asset Management Co Inc | 3.91% | Add +16.4% | 356,896 | $27.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.7% | 353,353 | $27.1M |
| Retirement Management Systems Inc. | 5.45% | Add +16.0% | 347,018 | $26.6M |
| Natixis Advisors, LLC | 0.03% | Add +11.3% | 340,605 | $26.1M |
| Rosenberg Matthew Hamilton | 4.83% | Reduce -8.9% | 337,688 | $25.9M |
| Windward Private Wealth Management Inc. | 8.20% | Add +2.1% | 334,344 | $25.6M |
| ForthRight Wealth Management, LLC | 6.52% | Add +5.4% | 332,229 | $25.5M |
| MAI Capital Management | 0.10% | Add +11.3% | 332,133 | $25.5M |
| Fonville Wealth Management LLC | 4.08% | Add +28.2% | 325,750 | $25.0M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +19.2% | 321,738 | $24.7M |
| Betterment LLC | 0.04% | Add +1.8% | 315,442 | $24.2M |
| Tandem Financial, LLC | 7.61% | Add +1.4% | 308,414 | $23.7M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +27.3% | 306,232 | $23.5M |
| Kropog Financial Group, LLC | 16.48% | Reduce -2.8% | 304,842 | $23.4M |
| GAMMA Investing LLC | 0.85% | Add +12.4% | 298,924 | $22.9M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Add +177.7% | 296,358 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 293,570 | $22.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -3.1% | 291,960 | $22.4M |
| First Merchants Corp. | 0.79% | Reduce -2.8% | 291,886 | $22.4M |
| Brewster Financial Planning LLC | 12.26% | Add +0.8% | 291,009 | $22.3M |
| American Money Management, LLC | 3.16% | Add +2.8% | 288,490 | $22.1M |
| Ashton Thomas Private Wealth, LLC | 0.45% | Add +3.4% | 282,994 | $21.7M |
| Clark Asset Management, LLC | 1.69% | Add +9.6% | 280,084 | $21.5M |
| Trustmark Bank Trust Department | 1.26% | Add +2.7% | 276,615 | $21.2M |
| Bartlett & Co. Wealth Management LLC | 0.27% | Add +12.5% | 276,174 | $21.2M |
| First National Bank & Trust Co. of Newtown | 4.14% | Reduce -7.8% | 269,289 | $20.3M |
| Parkside Financial Bank & Trust | 1.39% | Add +3.8% | 264,305 | $20.3M |
| Human Investing LLC | 2.63% | Add +4.2% | 264,084 | $20.3M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +12.3% | 260,224 | $20.0M |
| M&T Bank Corp | 0.06% | Add +11.0% | 259,424 | $19.9M |
| Retirement Capital Strategies | 6.88% | Add +1.3% | 258,454 | $19.8M |
| CreativeOne Wealth, LLC | 0.43% | Add +7.7% | 257,806 | $19.8M |
| Silver Coast Investments LLC | 5.79% | Add +4.7% | 253,368 | $19.4M |
| MBA Advisors LLC | 6.53% | Add +13.9% | 250,000 | $19.2M |
| Mgo One Seven LLC | 0.32% | Add +2.6% | 248,838 | $19.1M |
| Darrow Company, Inc. | 7.39% | Add +2.6% | 248,701 | $19.1M |
| Lido Advisors, LLC | 0.07% | Add +0.9% | 245,428 | $18.8M |
| Cambridge Capital Management, LLC | 6.71% | Add +4.9% | 230,140 | $17.7M |
| NewEdge Advisors, LLC | 0.05% | Add +12.6% | 227,199 | $17.4M |
| Greystone Financial Group, LLC | 4.80% | Reduce -1.8% | 224,132 | $17.2M |
| Smithfield Trust Co | 0.68% | Reduce -0.7% | 223,101 | $17.1M |
| Gemmer Asset Management LLC | 1.13% | Add +0.5% | 219,824 | $16.9M |
| Tumwater Wealth Management, LLC | 6.07% | Add +4.8% | 218,749 | $16.8M |
| Neumann Capital Management, LLC | 11.07% | Add +0.2% | 218,277 | $16.7M |
| Boyd Wealth Management, LLC | 6.27% | Add +56.8% | 216,088 | $16.6M |
| NewSquare Capital LLC | 1.21% | Add +6.2% | 212,430 | $16.3M |
| Bokf, NA | 0.22% | Add +1.3% | 210,903 | $16.2M |
| Fiduciary Financial Group, LLC | 1.79% | Add +10.0% | 205,798 | $15.8M |
| DAVENPORT & Co LLC | 0.08% | Add +9.8% | 205,667 | $15.8M |
| Certified Advisory Corp | 1.25% | Reduce -27.1% | 202,069 | $15.5M |
| Citigroup Inc. | 0.01% | Add +0.8% | 200,933 | $15.4M |
| Savant Capital, LLC | 0.04% | Add +86.3% | 198,645 | $15.3M |
| Apella Capital, LLC | 0.22% | Reduce -0.9% | 200,425 | $15.3M |
| Ameritas Advisory Services, LLC | 0.31% | Add +77.3% | 197,875 | $15.2M |
| Montecito Bank & Trust | 2.27% | Reduce -0.8% | 197,632 | $15.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +11.9% | 196,419 | $15.1M |
| Vertrix Wealth Management, LLC | 5.06% | Add +34.3% | 195,820 | $15.0M |
| Associated Banc-Corp | 0.35% | Add +4.1% | 194,879 | $14.9M |
| Capital Analysts, LLC | 0.34% | Add +1.4% | 194,572 | $14.9M |
| Brookstone Capital Management | 0.15% | Add +5.2% | 191,950 | $14.7M |
| Nwam LLC | 0.73% | Add +22.4% | 190,646 | $14.6M |
| Citadel Advisors | 0.01% | Add +78.5% | 189,849 | $14.6M |
| City State Bank | 3.31% | Add +1.6% | 188,143 | $14.4M |
| Allworth Financial LP | 0.06% | Reduce -0.5% | 186,067 | $14.3M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +0.6% | 185,977 | $14.3M |
| Bernardo Wealth Planning LLC | 2.42% | Add +6.3% | 184,804 | $14.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.72% | Add +11.9% | 182,901 | $14.0M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +8.2% | 181,259 | $13.9M |
| Nisa Investment Advisors, LLC | 0.04% | Add +0.3% | 181,092 | $13.9M |
| FC Advisory LLC | 3.67% | Add +2.5% | 180,561 | $13.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.03% | Reduce -6.9% | 175,507 | $13.5M |
| Mach-1 Financial Group, LLC | 5.21% | Add +6.8% | 175,441 | $13.5M |
| Frankly Finances, LLC | 10.24% | Add +7.7% | 168,951 | $13.0M |
| Conrad Siegel Investment Advisors, Inc. | 2.10% | Add +3.5% | 168,117 | $12.9M |
| Focus Partners Wealth | 0.01% | Reduce -5.7% | 162,620 | $12.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +26.2% | 161,201 | $12.4M |
| Susquehanna International Group, LLP | 0.01% | New | 160,380 | $12.3M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +4.3% | 160,321 | $12.3M |
| TD Private Client Wealth LLC | 0.23% | Reduce -1.8% | 160,087 | $12.3M |
| Mustard Seed Financial, LLC | 6.22% | Add +17.3% | 156,050 | $12.0M |
| Clarity Wealth Advisors, LLC | 2.11% | Add +6.2% | 155,914 | $12.0M |
| Allied Investment Advisors, LLC | 1.50% | New | 155,473 | $11.9M |
| Stephenson & Company, Inc. | 5.58% | Add +2.3% | 155,421 | $11.9M |
| Sterling Financial Planning, Inc. | 3.21% | Add +7.3% | 153,913 | $11.8M |
| Atria Investments, Inc | 0.12% | Reduce -6.0% | 153,817 | $11.8M |
| Retirement Planning Group, LLC | 0.30% | Add +87.8% | 153,297 | $11.8M |
| Sigma Planning Corp | 0.29% | Add +7.5% | 148,697 | $11.4M |
| Clarity Asset Management, Inc. | 5.55% | Add +8.2% | 147,666 | $11.3M |
| Integrity Advisory Solutions, LLC | 1.14% | Add +0.7% | 144,969 | $11.1M |
| Fund Evaluation Group, LLC | 0.30% | Add +7.8% | 144,624 | $11.1M |
| Safir Wealth Advisors, LLC | 7.16% | Add +6.1% | 143,732 | $11.0M |
| Equity Wealth Partners, LLC | 3.91% | Add +19.7% | 141,723 | $10.9M |
| Burney Co./ | 0.29% | Reduce -4.0% | 139,339 | $10.7M |
| Hurlow Wealth Management Group, Inc. | 2.19% | Add +6.0% | 137,452 | $10.5M |
| Seeds Investor LLC | 1.07% | Reduce -7.5% | 135,734 | $10.4M |
| Waverly Advisors, LLC | 0.06% | Reduce -2.2% | 135,573 | $10.4M |
| Verde Capital Management | 1.92% | Reduce -3.8% | 135,484 | $10.4M |
| Carl P. Sherr & Co., LLC | 4.35% | Add +8.2% | 135,358 | $10.4M |
| Asset Management Group, Inc. | 1.50% | Reduce -1.9% | 133,847 | $10.3M |
| Wealth Enhancement Trust Services, Inc. | 1.14% | Add +1.5% | 133,768 | $10.3M |
| IFG Advisors, LLC | 1.40% | Add +7.6% | 132,427 | $10.2M |
| Galvin, Gaustad & Stein, LLC | 0.76% | Add +1.8% | 132,346 | $10.2M |
| D.A. Davidson & Co. | 0.06% | Add +8.5% | 131,884 | $10.1M |
| SigFig Wealth Management, LLC | 0.27% | Add +3.9% | 130,756 | $10.1M |
| Mission Wealth Management, LP | 0.12% | Reduce -4.8% | 130,457 | $10.0M |
| Smart Money Group LLC | 2.54% | Add +8.9% | 128,920 | $9.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.49% | Add +30.3% | 128,464 | $9.9M |
| 49 Wealth Management, LLC | 1.88% | Reduce -81.4% | 128,358 | $9.8M |
| Alongside, LLC | 1.88% | — | 128,358 | $9.8M |
| San Luis Wealth Advisors LLC | 1.48% | Add +10.5% | 127,851 | $9.8M |
| Arax Advisory Partners | 0.06% | Add +67.1% | 125,167 | $9.6M |
| Joel Isaacson & Co., LLC | 0.28% | Add +5.1% | 125,024 | $9.6M |
| Go Invest LLC | 2.25% | Add +11.2% | 124,592 | $9.6M |
| VCI Wealth Management LLC | 2.40% | Reduce -0.2% | 124,582 | $9.6M |
| EverSource Wealth Advisors, LLC | 0.32% | Reduce -44.1% | 124,258 | $9.5M |
| Capital Group Private Client Services, Inc. | 0.13% | Add +13.8% | 121,487 | $9.3M |
| Evolution Advisers, Inc. | 3.36% | Add +8.4% | 119,149 | $9.1M |
| Naples Global Advisors, LLC | 0.56% | Add +14.0% | 119,009 | $9.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.5% | 117,910 | $9.0M |
| Patton Albertson Miller Group, LLC | 0.89% | Add +0.4% | 117,044 | $9.0M |
| Elevatus Welath Management | 2.18% | Add +2182.3% | 117,014 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +1.6% | 116,914 | $9.0M |
| Fifth Third Securities, Inc. | 0.51% | Add +0.9% | 116,733 | $9.0M |
| Merit Financial Group, LLC | 0.06% | Add +6.8% | 116,217 | $8.9M |
| J.W. Cole Advisors, Inc. | 0.15% | New | 115,390 | $8.9M |
| Fortis Advisors, LLC | 4.13% | Reduce -3.4% | 115,068 | $8.8M |
| Stephen J. Garry & Associates, LLC | 6.29% | Add +5.0% | 112,412 | $8.6M |
| Tillman Hartley LLC | 1.92% | Add +9.8% | 111,199 | $8.5M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -1.9% | 110,820 | $8.5M |
| Hohimer Wealth Management, LLC | 0.87% | Reduce -5.3% | 109,411 | $8.4M |
| Continuum Advisory, LLC | 0.67% | Add +9.3% | 108,419 | $8.3M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 108,356 | $8.3M |
| Prospera Financial Services Inc | 0.12% | Add +35.9% | 105,504 | $8.1M |
| Kroeger Financial Partners | 7.82% | — | 105,507 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -86.3% | 105,152 | $8.1M |
| Consilium Wealth Advisory, LLC | 2.39% | Add +2.0% | 104,958 | $8.1M |
| Bay Capital Advisors, LLC | 4.28% | Add +16.9% | 104,171 | $8.0M |
| Cutler Investment Counsel LLC | 0.74% | Add +12.7% | 102,792 | $7.9M |
| MA Private Wealth | 1.17% | Reduce -5.3% | 102,755 | $7.9M |
| St. Louis Trust Co | 0.88% | No change | 47,363 | $7.7M |
| Hanover Advisors Inc. | 2.77% | Reduce -4.4% | 100,393 | $7.7M |
| Summit Financial, LLC | 0.08% | Reduce -43.1% | 99,785 | $7.7M |
| Parker Financial LLC | 2.80% | Add +0.7% | 99,771 | $7.7M |
| Genesis Private Wealth, LLC | 2.11% | Add +5.4% | 97,679 | $7.5M |
| Deutsche Bank AG | 0.00% | Reduce -27.4% | 97,390 | $7.5M |
| Sovereign Financial Group, Inc. | 1.13% | Add +9.2% | 96,221 | $7.4M |
| New Hampshire Trust | 1.36% | Add +5.7% | 93,799 | $7.2M |
| Silver Oak Advisory Group, Inc. | 2.82% | Add +2.4% | 93,294 | $7.2M |
| Mutual Advisors, LLC | 0.13% | Add +1.5% | 92,757 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.6% | 92,710 | $7.1M |
| Snowden Capital Advisors LLC | 0.17% | Add +1.1% | 92,336 | $7.1M |
| Intergy Private Wealth, LLC | 1.63% | Add +14.1% | 92,231 | $7.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.2% | 91,636 | $7.0M |
| Conquis Financial LLC | 5.65% | Add +4.4% | 91,322 | $7.0M |
| Orrstown Financial Services Inc. | 1.03% | Add +3.6% | 90,878 | $7.0M |
| Rossby Financial, LCC | 1.26% | Reduce -3.2% | 90,084 | $6.9M |
| First Heartland Consultants, Inc. | 0.45% | Reduce -3.1% | 89,901 | $6.9M |
| Bay Harbor Wealth Management, LLC | 1.58% | Add +0.7% | 89,217 | $6.8M |
| WealthCollab, LLC | 2.44% | Add +3.8% | 87,923 | $6.7M |
| Sovereign Investment Advisors, LLC | 1.26% | Add +1.1% | 87,243 | $6.7M |
| AE Wealth Management LLC | 0.03% | Add +56.7% | 87,020 | $6.7M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +3.7% | 86,974 | $6.7M |
| Wealth Advisory Team LLC | 5.41% | — | 86,829 | $6.7M |
| Evergreen Wealth Management, LLC | 3.09% | Add +4.5% | 85,937 | $6.6M |
| Clarity Capital Advisors, LLC | 2.74% | Add +0.6% | 85,163 | $6.5M |
| ESL Trust Services, LLC | 1.11% | Add +4.8% | 85,005 | $6.5M |
| WNY Asset Management, LLC | 0.58% | Add +1.2% | 83,788 | $6.4M |
| Sagace Wealth Management LLC | 4.03% | Reduce -0.9% | 83,048 | $6.4M |
| Centennial Bank | 2.05% | Add +2.0% | 82,870 | $6.4M |
| IFC & Insurance Marketing, Inc. | 5.55% | Add +2.4% | 82,235 | $6.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +138.0% | 81,985 | $6.3M |
| Leeward Financial Partners, LLC | 1.62% | Add +4.8% | 80,475 | $6.2M |
| Milestone Investment Advisors LLC | 1.33% | Reduce -2.7% | 80,327 | $6.2M |
| StoneX Group Inc. | 0.25% | Add +1.1% | 79,745 | $6.1M |
| Planned Solutions, Inc. | 1.76% | Add +16.4% | 79,558 | $6.1M |
| Jacobsen Capital Management | 1.77% | Add +13.0% | 78,704 | $6.0M |
| Sunesis Advisors, LLC | 2.45% | Add +0.0% | 77,398 | $5.9M |
| PCG Asset Management, LLC | 4.22% | Add +0.8% | 76,720 | $5.9M |
| Lionshead Wealth Management, LLC | 3.77% | Add +3.5% | 75,759 | $5.8M |
| Secure Asset Management, LLC | 0.82% | Add +1.6% | 75,621 | $5.8M |
| Arcataur Capital Management LLC | 1.43% | Add +1.3% | 75,482 | $5.8M |
| Granite Harbor Advisors, Inc. | 2.30% | Add +3.2% | 75,114 | $5.8M |
| Park National Corp. | 0.16% | Add +9.6% | 74,299 | $5.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +3.3% | 74,183 | $5.7M |
| Momentum Wealth Planning, LLC | 4.27% | Add +6.7% | 73,241 | $5.6M |
| Hardy Reed LLC | 0.36% | Reduce -0.5% | 72,316 | $5.5M |
| PFG Advisors | 0.28% | Add +0.6% | 71,980 | $5.5M |
| Tenet Wealth Partners, LLC | 3.99% | — | 70,835 | $5.4M |
| EJMK Ventures LLC | 2.40% | Reduce -12.3% | 69,047 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +8.3% | 68,762 | $5.3M |
| Leo H. Evart, Inc. | 4.16% | Reduce -10.5% | 68,646 | $5.3M |
| Phillips Financial Management, LLC | 0.37% | Reduce -25.2% | 66,032 | $5.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.0% | 65,108 | $5.0M |
| Blom & Howell Financial Planning, Inc. | 4.09% | Add +25.3% | 63,985 | $4.9M |
| Savvy Advisors, Inc. | 0.10% | Add +2.9% | 63,866 | $4.9M |
| Harbour Trust & Investment Management Co | 0.46% | Add +4.6% | 62,931 | $4.8M |
| Hoxton Planning & Management, LLC | 1.26% | Reduce -0.3% | 62,892 | $4.8M |
| HUB Investment Partners, LLC | 0.09% | Reduce -6.4% | 62,329 | $4.8M |
| TritonPoint Partners, LLC | 0.39% | New | 61,912 | $4.7M |
| Tiaa Trust, National Association | 0.28% | Add +50.5% | 61,878 | $4.7M |
| Integrated Advisors Network LLC | 0.22% | Add +1.9% | 61,635 | $4.7M |
| Tritonpoint Wealth, LLC | 0.46% | Reduce -3.0% | 61,468 | $4.7M |
| Aspire Private Capital, LLC | 0.97% | Add +7.2% | 61,283 | $4.7M |
| Arcadia Wealth Management, LLC | 1.46% | Add +6.9% | 60,527 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -68.9% | 60,263 | $4.6M |
| Bessemer Group Inc. | 0.01% | Add +3.5% | 60,228 | $4.6M |
| Graetz Wealth LLC | 3.63% | Reduce -20.4% | 59,356 | $4.6M |
| Advisory Services Network, LLC | 0.05% | Add +8.6% | 58,842 | $4.5M |
| Valmark Advisers, Inc. | 0.05% | Add +3.8% | 57,942 | $4.4M |
| Professional Financial Advisors, LLC | 0.77% | Add +12.0% | 57,710 | $4.4M |
| Family Legacy, Inc. | 1.17% | Reduce -0.8% | 57,046 | $4.4M |
| CoreCap Advisors, LLC | 0.13% | Add +8.1% | 56,717 | $4.4M |
| Perigon Wealth Management, LLC | 0.07% | Add +4.3% | 56,295 | $4.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -45.0% | 55,748 | $4.3M |
| SeedSafe Financial LLC | 3.05% | No change | 55,308 | $4.2M |
| Barclays PLC | 0.00% | No change | 55,088 | $4.2M |
| Parr McKnight Wealth Management Group, LLC | 0.50% | Add +6.7% | 54,976 | $4.2M |
| Meridian Financial Partners LLC | 1.43% | Add +3.5% | 55,184 | $4.2M |
| WealthPlan Investment Management, LLC | 0.21% | New | 54,344 | $4.2M |
| Prostatis Group LLC | 0.97% | Reduce -4.8% | 54,214 | $4.2M |
| Stonebridge Financial Group, LLC | 0.57% | — | 53,563 | $4.1M |
| Investments & Financial Planning, LLC | 1.94% | Reduce -1.1% | 53,474 | $4.1M |
| Smartleaf Asset Management LLC | 0.13% | No change | 52,839 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Add +20.4% | 52,744 | $4.0M |
| Uptown Financial Advisors LLC | 2.96% | Reduce -1.8% | 52,739 | $4.0M |
| Ballentine Partners, LLC | 0.05% | Add +15.1% | 52,586 | $4.0M |
| Precision Wealth Strategies, LLC | 1.18% | Reduce -9.7% | 50,889 | $3.9M |
| Old Mission Capital LLC | 0.10% | New | 49,730 | $3.8M |
| Spire Wealth Management | 0.12% | Reduce -0.4% | 49,666 | $3.8M |
| LexAurum Advisors, LLC | 0.44% | Add +0.4% | 49,272 | $3.8M |
| Capital Investment Management, Inc. | 1.16% | Add +0.4% | 49,171 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.47% | Reduce -0.8% | 48,922 | $3.8M |
| Integrity Alliance, Llc. | 0.12% | Add +12.7% | 48,295 | $3.7M |
| Chris Bulman Inc | 1.35% | Add +11.2% | 48,264 | $3.7M |
| Western Wealth Management, LLC | 0.12% | Add +4.6% | 47,741 | $3.7M |
| Ni Acquisitions Company, LLC | 1.56% | — | 75,804 | $3.7M |
| Wilkins Miller Wealth Management, LLC | 2.01% | Add +6.2% | 47,601 | $3.7M |
| Graney & King, LLC | 1.31% | Reduce -1.6% | 47,600 | $3.7M |
| Ironwood Financial, llc | 0.57% | New | 48,123 | $3.6M |
| TCI Wealth Advisors, Inc. | 0.16% | Add +173.5% | 47,470 | $3.6M |
| Argent Trust Co | 0.10% | Add +144.0% | 47,288 | $3.6M |
| TSA Wealth Managment LLC | 1.01% | Add +37.2% | 46,677 | $3.6M |
| Cornerstone National Bank & Trust Co | 1.21% | Add +130.4% | 46,867 | $3.6M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 46,614 | $3.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -7.2% | 46,307 | $3.6M |
| RS Crum Inc. | 0.66% | Add +3.5% | 46,219 | $3.5M |
| Vanguard National Trust Co | 0.19% | Add +1.1% | 45,831 | $3.5M |
| Balance Wealth Partners LLC | 0.93% | Reduce -5.5% | 45,563 | $3.5M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -10.1% | 45,012 | $3.5M |
| Pacific Park Financial, Inc. | 2.00% | Add +2.9% | 44,927 | $3.4M |
| C M Bidwell & Associates Ltd. | 1.41% | Add +4.0% | 44,927 | $3.4M |
| Red Wave Investments LLC | 0.88% | Reduce -2.8% | 44,925 | $3.4M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.71% | Add +6.8% | 44,907 | $3.4M |
| Aureus Asset Management, LLC | 0.21% | Add +0.5% | 44,403 | $3.4M |
| Lanark Financial, Inc. | 0.22% | Add +20.4% | 42,838 | $3.3M |
| Kickstand Ventures, Llc. | 0.59% | Reduce -4.9% | 42,532 | $3.3M |
| Level Financial Advisors | 0.72% | Add +4.2% | 41,898 | $3.2M |
| Strategic Investment Advisors / MI | 0.19% | Reduce -4.5% | 41,519 | $3.2M |
| Elevated Capital Advisors, LLC | 0.87% | Add +2.5% | 41,213 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +59.1% | 40,641 | $3.1M |
| Renaissance Technologies | 0.00% | Add +200.3% | 40,542 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Reduce -49.6% | 40,127 | $3.1M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -2.7% | 40,069 | $3.1M |
| Bank of Hawaii | 0.15% | Add +7.8% | 39,857 | $3.1M |
| Raffa Wealth Management, LLC | 0.39% | Add +34.9% | 39,816 | $3.1M |
| Wealth Management Associates, Inc. | 0.84% | Add +3.6% | 39,693 | $3.0M |
| BancFirst Trust & Investment Management | 1.25% | Add +12.2% | 38,261 | $2.9M |
| Eclectic Associates Inc. | 0.33% | Reduce -5.7% | 38,242 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 0.88% | Reduce -3.2% | 38,098 | $2.9M |
| Kelman-Lazarov, Inc. | 0.38% | Reduce -0.9% | 38,005 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +6.8% | 37,610 | $2.9M |
| Midwest Financial Network, LLC | 1.97% | Reduce -20.1% | 37,532 | $2.9M |
| Nabity-Jensen Investment Management Inc | 1.75% | Add +0.4% | 37,167 | $2.9M |
| SouthState Bank Corp | 0.12% | Add +39.1% | 36,955 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.23% | — | 36,862 | $2.8M |
| Kuhn & Co Investment Counsel | 1.63% | Add +8.9% | 36,798 | $2.8M |
| Manuka Financial, LLC | 1.46% | Add +2.9% | 36,704 | $2.8M |
| Warwick Investment Management, Inc. | 0.31% | Reduce -9.6% | 36,232 | $2.8M |
| Westfuller Advisors, LLC | 0.99% | Reduce -1.6% | 35,449 | $2.7M |
| Vise Technologies, Inc. | 0.03% | New | 35,352 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +6.1% | 35,344 | $2.7M |
| United Community Bank | 0.84% | Add +24.1% | 35,326 | $2.7M |
| Conning Inc. | 0.08% | New | 35,107 | $2.7M |
| Waller Financial Planning Group, Inc. | 0.55% | Reduce -3.5% | 34,727 | $2.7M |
| Retirement Wealth Solutions LLC | 1.47% | Reduce -2.0% | 34,709 | $2.7M |
| Sterling Investment Management, LLC | 1.45% | Reduce -8.6% | 34,381 | $2.6M |
| Parallel Advisors, LLC | 0.04% | Add +18.6% | 34,342 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.63% | Reduce -2.1% | 34,252 | $2.6M |
| Cooper Financial Group | 0.22% | Reduce -1.1% | 34,119 | $2.6M |
| Ethos Capital Management, Inc. | 1.86% | Reduce -74.1% | 34,090 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 0.92% | No change | 33,617 | $2.6M |
| VestGen Advisors, LLC | 0.07% | Reduce -2.1% | 33,154 | $2.5M |
| Diversified Portfolios, Inc. | 0.18% | Reduce -8.5% | 33,090 | $2.5M |
| Hopwood Nicholas Hunter | 0.70% | Add +5.8% | 33,072 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.24% | Reduce -3.6% | 32,793 | $2.5M |
| Florida Trust Wealth Management Co | 0.06% | Add +45.9% | 32,492 | $2.5M |
| Ascent Group, LLC | 0.07% | Add +94.9% | 31,998 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.1% | 31,868 | $2.4M |
| Lynx Investment Advisory | 0.80% | Reduce -12.1% | 31,779 | $2.4M |
| PFG Investments, LLC | 0.09% | Reduce -4.2% | 31,657 | $2.4M |
| JFS Wealth Advisors, LLC | 0.12% | Reduce -55.9% | 30,731 | $2.4M |
| Covenant Asset Management, LLC | 0.42% | Reduce -5.8% | 30,590 | $2.3M |
| Calder Financial LLC | 2.21% | Add +64.1% | 30,577 | $2.3M |
| Richmond Brothers, Inc. | 1.20% | Reduce -46.9% | 30,208 | $2.3M |
| Uptick Partners, LLC | 0.36% | Add +0.4% | 30,007 | $2.3M |
| Ridgewood Investments LLC | 0.85% | Add +38.8% | 29,588 | $2.3M |
| Bourgeon Capital Management LLC | 0.34% | Reduce -17.4% | 29,463 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Add +7.9% | 29,318 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +0.5% | 29,268 | $2.2M |
| Wheelhouse Advisory Group LLC | 0.63% | Add +21.9% | 29,153 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -1.3% | 29,107 | $2.2M |
| BLB&B Advisors, LLC | 0.08% | Add +8.8% | 29,065 | $2.2M |
| Patten Group, Inc. | 0.35% | Reduce -0.3% | 28,980 | $2.2M |
| Matisse Capital | 0.89% | Reduce -10.0% | 28,954 | $2.2M |
| Breakwater Capital Group | 0.26% | Add +2.9% | 28,648 | $2.2M |
| Amicus Financial Advisors, LLC | 0.53% | Add +0.1% | 28,190 | $2.2M |
| Compass Financial Group, Inc. | 0.90% | Reduce -3.1% | 27,835 | $2.1M |
| Zuckerman Investment Group, LLC | 0.18% | Add +174.3% | 27,779 | $2.1M |
| Silvia McColl Wealth Management, LLC | 1.28% | Add +8.4% | 27,720 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.20% | Reduce -0.1% | 27,247 | $2.1M |
| Revisor Wealth Management LLC | 0.50% | Reduce -6.8% | 27,151 | $2.1M |
| Synergy Asset Management, LLC | 0.20% | Add +24.1% | 26,968 | $2.1M |
| Provident Wealth Management, LLC | 0.53% | Reduce -3.1% | 26,648 | $2.0M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -10.2% | 26,336 | $2.0M |
| United Bank | 0.24% | Add +18.2% | 26,300 | $2.0M |
| Physician Wealth Solutions Inc. | 0.76% | Reduce -2.0% | 26,285 | $2.0M |
| Ballast Rock Private Wealth LLC | 0.93% | Add +0.9% | 26,169 | $2.0M |
| Dopkins Wealth Management, LLC | 0.73% | Add +3.4% | 26,025 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.24% | Add +7.1% | 25,926 | $2.0M |
| Brindle & Bay Financial Advisors, LLC | 0.99% | Reduce -65.0% | 25,689 | $2.0M |
| Successful Portfolios LLC | 0.92% | Add +33.9% | 25,812 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 25,637 | $1.9M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -17.2% | 25,637 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -3.6% | 24,693 | $1.9M |
| HT Partners LLC | 0.52% | Add +9.2% | 24,293 | $1.9M |
| Amplius Wealth Advisors, LLC | 0.14% | Reduce -25.8% | 24,174 | $1.9M |
| NBH Bank | 0.77% | — | 23,849 | $1.8M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -19.7% | 23,699 | $1.8M |
| First Horizon Corp. | 0.07% | Reduce -11.0% | 23,506 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -1.6% | 23,351 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +57.3% | 23,444 | $1.8M |
| Composition Wealth, LLC | 0.02% | Add +36.9% | 23,348 | $1.8M |
| Boston Family Office LLC | 0.11% | Add +3.9% | 23,116 | $1.8M |
| Pillar Financial Advisors, LLC | 0.93% | Add +0.0% | 23,060 | $1.8M |
| Five Pine Wealth Management | 0.99% | Reduce -1.1% | 22,713 | $1.7M |
| Edgestream Partners, L.P. | 0.05% | New | 22,629 | $1.7M |
| Abacus Wealth Partners, LLC | 0.18% | Add +1.7% | 22,554 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +2.2% | 22,536 | $1.7M |
| CGC Financial Services, LLC | 0.39% | Reduce -8.8% | 22,341 | $1.7M |
| Earned Wealth Advisors, LLC | 0.11% | Add +4.0% | 22,323 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +71.5% | 22,085 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -45.7% | 22,084 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.2% | 21,572 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -8.9% | 21,062 | $1.6M |
| Fiduciary Wealth Partners, LLC | 0.88% | Reduce -13.0% | 20,917 | $1.6M |
| HRT Financial LP | 0.00% | Add +120.5% | 20,684 | $1.6M |
| Beaird Harris Wealth Management, LLC | 0.10% | Reduce -0.1% | 20,269 | $1.6M |
| Motco | 0.13% | Reduce -5.1% | 20,212 | $1.6M |
| Kampmann Melissa S. | 1.17% | Reduce -1.1% | 20,151 | $1.5M |
| Compass Financial Management LLC | 0.19% | — | 20,120 | $1.5M |
| United Financial Planning Group LLC | 0.77% | Add +32.7% | 19,823 | $1.5M |
| Adelphi Trust Co | 0.98% | Add +68.0% | 19,288 | $1.5M |
| Shade Tree Advisors LLC | 0.86% | No change | 19,256 | $1.5M |
| Life Planning Partners, Inc | 1.10% | Reduce -7.9% | 19,219 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -1.5% | 19,215 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Reduce -0.8% | 19,060 | $1.5M |
| Truvestments Capital LLC | 0.22% | Add +0.9% | 19,014 | $1.5M |
| Bleakley Financial Group, LLC | 0.02% | Add +35.4% | 18,899 | $1.4M |
| PCM Encore, LLC | 0.25% | Reduce -5.2% | 18,545 | $1.4M |
| BAM Wealth Management, LLC | 0.88% | Add +1.8% | 18,260 | $1.4M |
| Nuveen, LLC | 0.00% | New | 18,192 | $1.4M |
| FreeGulliver LLC | 0.48% | Add +0.7% | 17,889 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -3.7% | 17,872 | $1.4M |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.7% | 17,866 | $1.4M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -0.3% | 17,708 | $1.4M |
| KRM Wealth Management L.L.C. | 0.59% | Add +0.6% | 17,554 | $1.3M |
| Smith Partners Wealth Management, LLC | 1.07% | Reduce -39.9% | 17,482 | $1.3M |
| Rothschild Investment LLC | 0.05% | No change | 17,480 | $1.3M |
| Northstar Financial Companies, Inc. | 0.90% | Reduce -3.5% | 17,472 | $1.3M |
| Legacy Wealth Partners, LLC | 0.30% | Add +1.7% | 17,405 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 17,379 | $1.3M |
| Plum Street Advisors, LLC | 0.42% | Reduce -1.9% | 17,314 | $1.3M |
| Livet Wealth, LLC | 0.76% | Add +0.9% | 17,171 | $1.3M |
| FinDec Wealth Services, Inc. | 1.55% | Add +8.9% | 17,133 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.53% | Reduce -55.9% | 17,095 | $1.3M |
| Spring Capital Management, LLC | 0.64% | Add +1.0% | 17,006 | $1.3M |
| Busey Bank | 0.03% | Reduce -2.8% | 16,966 | $1.3M |
| Mullaney, Keating & Wright, Inc. | 0.62% | Reduce -1.2% | 16,799 | $1.3M |
| First County Bank | 0.61% | Add +4.9% | 16,783 | $1.3M |
| NBT Bank, N.A. | 0.08% | Reduce -0.5% | 16,587 | $1.3M |
| Donalies Financial Planning, LLC | 0.93% | Add +0.5% | 16,449 | $1.3M |
| F/m Investments LLC | 0.06% | Add +11.5% | 16,449 | $1.3M |
| Caldwell Trust Co | 0.10% | Reduce -15.2% | 16,404 | $1.3M |
| Vista Cima Wealth Management LLC | 0.93% | Add +8.4% | 16,275 | $1.2M |
| Security Financial Services, INC. | 0.17% | Add +18.2% | 16,272 | $1.2M |
| Seros Financial, LLC | 0.65% | Add +6.5% | 16,230 | $1.2M |
| Partners in Financial Planning | 0.19% | Reduce -10.7% | 16,186 | $1.2M |
| TrueWealth Financial Partners | 0.51% | Reduce -6.3% | 16,104 | $1.2M |
| Oakmont Advisory Group, LLC | 1.03% | Add +5.1% | 15,955 | $1.2M |
| CGN Advisors LLC | 0.09% | Reduce -18.6% | 15,819 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -0.7% | 15,577 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +15.0% | 15,637 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.29% | Add +4.5% | 15,548 | $1.2M |
| Nalls Sherbakoff Group, LLC | 0.84% | Reduce -5.2% | 15,348 | $1.2M |
| Evanson Financial, LLC | 0.06% | — | 15,183 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Add +8.1% | 15,086 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.5% | 14,905 | $1.1M |
| Absolute Capital Management, LLC | 0.28% | Reduce -7.8% | 14,881 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +3.7% | 14,793 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.90% | Add +1.1% | 14,777 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.15% | Reduce -21.1% | 14,776 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.37% | No change | 14,760 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 14,646 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +19.7% | 14,611 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -3.9% | 14,449 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | Add +29.3% | 14,489 | $1.1M |
| Strategic Advocates LLC | 4.28% | Reduce -2.4% | 14,419 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.31% | Reduce -0.3% | 14,243 | $1.1M |
| Pearl Planning LLC | 0.50% | Reduce -5.8% | 14,191 | $1.1M |
| Lighthouse Wealth Management Inc. | 0.67% | Reduce -6.3% | 14,170 | $1.1M |
| Sheets Smith Wealth Management | 0.11% | Reduce -2.5% | 14,139 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.17% | No change | 14,110 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -68.5% | 13,930 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +3.6% | 13,922 | $1.1M |
| Eagle Global Advisors LLC | 0.03% | Reduce -0.2% | 13,745 | $1.1M |
| National Bank of Canada | 0.00% | Add +0.8% | 13,691 | $1.0M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.5% | 13,504 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +8.5% | 13,342 | $1.0M |
| Headinvest, LLC | 0.19% | Add +3.1% | 13,332 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.09% | Add +5.2% | 13,270 | $1.0M |
| Trust Co. of Vermont | 0.04% | — | 13,152 | $1.0M |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +1.1% | 13,032 | $1000K |
| Bank of Stockton | 0.27% | Reduce -35.2% | 12,706 | $975K |
| Choreo, LLC | 0.01% | Reduce -17.1% | 12,598 | $966K |
| IFP Advisors, Inc | 0.02% | Reduce -0.1% | 12,524 | $961K |
| Courage Miller Partners, LLC | 0.25% | Add +0.6% | 12,286 | $942K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -6.9% | 11,818 | $906K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -6.7% | 11,800 | $905K |
| Kondo Wealth Advisors, Inc. | 0.30% | Add +0.3% | 11,725 | $899K |
| InvesTrust | 0.34% | No change | 11,686 | $896K |
| Maxele Advisors, LLC | 0.62% | — | 11,639 | $893K |
| Mascagni Wealth Management, Inc. | 0.55% | Reduce -9.7% | 11,589 | $889K |
| Market Street Wealth Management Advisors LLC | 0.13% | No change | 11,570 | $887K |
| Carmel Capital Partners, LLC | 0.29% | Add +0.1% | 11,523 | $884K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,486 | $881K |
| Hershey Financial Advisers, LLC | 0.63% | Reduce -9.6% | 11,434 | $877K |
| Atlantic Family Wealth, LLC | 0.56% | Reduce -2.5% | 11,367 | $872K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.30% | — | 11,324 | $869K |
| CENTRAL TRUST Co | 0.02% | Reduce -20.6% | 11,286 | $866K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.6% | 11,208 | $860K |
| Family Wealth Partners, LLC | 0.26% | Reduce -0.5% | 11,208 | $860K |
| GWN Securities Inc. | 0.14% | Reduce -3.0% | 11,163 | $856K |
| Guidance Capital, Inc. | 0.18% | Add +5.3% | 11,242 | $855K |
| Asset Allocation Strategies LLC | 0.13% | Add +15.3% | 11,112 | $852K |
| First National Bank of Omaha | 0.02% | Reduce -2.9% | 11,019 | $849K |
| Heritage Investors Management Corp. | 0.02% | Reduce -27.7% | 11,015 | $845K |
| Ascentis Independent Advisors | 2.27% | Reduce -59.6% | 10,987 | $844K |
| Shelter Mutual Insurance Co | 0.18% | No change | 10,900 | $836K |
| Welch & Forbes LLC | 0.01% | Reduce -3.4% | 10,809 | $829K |
| Opus Financial Solutions LLC | 0.67% | Reduce -3.7% | 10,776 | $827K |
| Cypress Wealth Services, LLC | 0.10% | Add +57.1% | 10,725 | $823K |
| Invesco Ltd. | 0.00% | Add +5.3% | 10,678 | $819K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +24.9% | 10,421 | $799K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -0.0% | 10,324 | $792K |
| Northern Trust Corp. | 0.00% | Reduce -28.8% | 10,315 | $791K |
| Websterrogers Financial Advisors, LLC | 0.20% | Reduce -0.2% | 10,189 | $782K |
| Prospera Capital Management, LLC | 0.24% | Add +11.8% | 10,184 | $779K |
| WealthCare Investment Partners, LLC | 0.19% | Add +3.9% | 10,081 | $773K |
| Brio Consultants, LLC | 0.09% | Add +0.0% | 10,077 | $773K |
| Modern Wealth Management, LLC | 0.01% | New | 9,805 | $752K |
| AQR Capital Management | 0.00% | Reduce -84.8% | 9,704 | $744K |
| Ashton Thomas Securities, LLC | 0.11% | Add +7.6% | 9,666 | $742K |
| Pinnacle Bancorp, Inc. | 0.19% | Reduce -0.7% | 9,647 | $740K |
| Private Wealth Group, LLC | 0.28% | No change | 9,597 | $736K |
| Cadent Capital Advisors, LLC | 0.15% | Add +0.9% | 9,588 | $735K |
| Powers Advisory Group, LLC | 0.23% | Reduce -1.0% | 9,575 | $734K |
| Commerce Bank | 0.00% | Reduce -3.2% | 9,458 | $725K |
| Prestige Wealth Management Group LLC | 0.13% | Add +61.7% | 9,421 | $723K |
| Frank, Rimerman Advisors LLC | 0.04% | No change | 9,415 | $722K |
| CogentBlue Wealth Advisors, LLC | 0.41% | New | 9,399 | $721K |
| Members Trust Co | 0.02% | No change | 9,250 | $709K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | Add +0.5% | 9,234 | $708K |
| Tranquilli Financial Advisor LLC | 0.38% | Reduce -8.0% | 9,167 | $703K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -4.4% | 9,123 | $700K |
| Bluespring Wealth Management, LLC | 0.01% | Add +49.0% | 9,121 | $700K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.2% | 9,085 | $697K |
| Independent Wealth Network Inc. | 0.18% | Add +2.6% | 9,056 | $695K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +13.2% | 9,018 | $692K |
| Pacific Financial Group Inc. | 0.33% | Reduce -7.3% | 8,940 | $686K |
| Operose Advisors LLC | 0.13% | New | 8,913 | $684K |
| Mayport, LLC | 0.11% | Add +1.1% | 8,870 | $680K |
| Creative Financial Designs Inc. | 0.03% | Add +3.0% | 8,866 | $680K |
| Easterly Investment Partners LLC | 0.03% | Reduce -25.6% | 8,855 | $679K |
| SageView Advisory Group, LLC | 0.02% | Reduce -10.5% | 8,715 | $668K |
| Ramiah Investment Group | 0.51% | Add +0.5% | 8,711 | $668K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Add +696.1% | 8,686 | $666K |
| WPG Advisers, LLC | 0.39% | Add +22.1% | 8,636 | $662K |
| Keudell/Morrison Wealth Management | 0.12% | Add +7.1% | 8,593 | $659K |
| Sonata Capital Group Inc. | 0.21% | Add +0.9% | 8,543 | $655K |
| Golden Road Advisors LLC | 0.32% | Add +8.3% | 8,518 | $653K |
| Wealthspire Advisors, LLC | 0.00% | Add +161.3% | 8,442 | $648K |
| One Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 8,440 | $647K |
| Smith, Moore & Co. | 0.04% | Add +0.6% | 8,349 | $640K |
| Global Financial Private Client, LLC | 0.17% | Add +0.5% | 8,287 | $636K |
| Private Trust Co. NA | 0.05% | Reduce -16.6% | 8,231 | $631K |
| Clear Wave Wealth Management LLC | 0.14% | Reduce -17.8% | 8,140 | $624K |
| Arlington Financial Advisors, LLC | 0.08% | Reduce -2.2% | 8,066 | $619K |
| Everest Financial Group LLC | 0.08% | Reduce -0.4% | 7,945 | $609K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -47.9% | 7,848 | $602K |
| Delta Financial Advisors LLC | 0.14% | No change | 7,795 | $598K |
| Clearstead Advisors, LLC | 0.01% | Add +0.8% | 7,776 | $596K |
| Alamar Capital Management, LLC | 0.30% | No change | 7,757 | $595K |
| First Citizens Financial Corp | 0.25% | Add +3.8% | 7,724 | $592K |
| Eagle Bay Advisors LLC | 0.44% | Add +2.1% | 7,646 | $586K |
| Peak Planning Group, LLC | 0.13% | Reduce -0.7% | 7,642 | $586K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.0% | 7,608 | $584K |
| Platform Technology Partners | 0.09% | Reduce -9.9% | 7,431 | $570K |
| DMKC Advisory Services, LLC | 0.11% | Add +55.5% | 7,429 | $570K |
| Wealth Management Nebraska | 0.05% | No change | 7,417 | $569K |
| Kanawha Capital Management LLC | 0.04% | Reduce -3.3% | 7,417 | $569K |
| Fiduciary Trust Co | 0.01% | Reduce -7.1% | 7,402 | $568K |
| Bank of New Hampshire | 0.12% | Add +4.7% | 7,271 | $558K |
| McAdam, LLC | 0.02% | Reduce -10.9% | 7,180 | $551K |
| Bluebird Wealth Management LLC | 0.48% | Add +24.8% | 7,159 | $549K |
| Vance Wealth, LLC | 0.12% | Add +9.4% | 7,148 | $548K |
| Advisory Alpha, LLC | 0.01% | Reduce -20.0% | 7,074 | $543K |
| PlanVest Financial, Inc | 0.35% | Add +6.9% | 6,919 | $531K |
| Traveka Wealth, LLC | 0.18% | Reduce -34.6% | 6,909 | $530K |
| Keybank National Association | 0.00% | Add +110.0% | 6,847 | $525K |
| Chapin Davis, Inc. | 0.09% | Add +3.9% | 6,842 | $525K |
| Rockwood Wealth Management, LLC | 0.03% | Add +103.8% | 6,757 | $518K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +141.9% | 6,730 | $516K |
| Capital Investment Services of America, Inc. | 0.05% | Reduce -21.1% | 6,675 | $512K |
| Larson Financial Group LLC | 0.01% | Reduce -61.5% | 6,612 | $507K |
| Dearborn Partners LLC | 0.03% | Add +18.6% | 6,604 | $507K |
| Bruce G. Allen Investments, LLC | 0.31% | Add +1.1% | 6,434 | $494K |
| Barrett & Company, Inc. | 0.14% | Add +0.0% | 6,414 | $492K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +6.8% | 6,399 | $491K |
| Loudon Investment Management, LLC | 0.24% | Add +4.0% | 6,378 | $489K |
| Southland Equity Partners LLC | 0.08% | Reduce -9.9% | 6,298 | $483K |
| TD Capital Management LLC | 0.04% | Add +0.2% | 6,297 | $483K |
| Sax Wealth Advisors, LLC | 0.02% | New | 6,173 | $476K |
| Allen Investment Management, LLC | 0.01% | Reduce -10.6% | 6,198 | $475K |
| Breakwater Investment Management | 0.16% | Reduce -5.4% | 6,151 | $472K |
| Arbor Wealth Advisors LLC | 0.29% | Add +43.1% | 6,112 | $469K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | Add +24.4% | 6,045 | $464K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -1.2% | 5,965 | $458K |
| WealthTrak Capital Management LLC | 0.30% | Reduce -0.7% | 5,934 | $455K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +17.7% | 5,931 | $455K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -51.7% | 5,907 | $453K |
| Petix & Botte Co | 0.09% | Add +89.4% | 5,893 | $452K |
| Thrive Capital Management, LLC | 0.09% | Reduce -17.5% | 5,876 | $451K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +26.8% | 5,873 | $450K |
| Townsend Financial Planning, LLC | 0.39% | Add +0.9% | 5,868 | $450K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +12.3% | 5,855 | $449K |
| Capital Advisor Network LLC | 0.56% | Add +7.8% | 5,840 | $448K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -3.2% | 5,826 | $447K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -43.2% | 5,793 | $444K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +3.0% | 5,756 | $441K |
| Hills Bank & Trust Co | 0.02% | No change | 5,702 | $437K |
| Northwest Wealth Management, LLC | 0.06% | Add +1.9% | 5,684 | $436K |
| Legacy Trust | 0.08% | Reduce -2.2% | 5,671 | $435K |
| Idaho Trust Co | 0.13% | No change | 5,651 | $433K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -3.8% | 5,595 | $429K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -0.4% | 5,156 | $426K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 5,550 | $426K |
| Wedbush Securities Inc. | 0.01% | Add +5.5% | 5,533 | $424K |
| TCFG Investment Advisors, LLC | 0.14% | Add +57.1% | 5,507 | $422K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.2% | 5,472 | $420K |
| LaFleur & Godfrey LLC | 0.05% | Add +14.8% | 5,459 | $419K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $418K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 5,445 | $418K |
| Granite Bay Wealth Management, LLC | 0.04% | Add +105.1% | 5,426 | $416K |
| Fiduciary Financial Advisors | 0.04% | New | 5,420 | $416K |
| Maripau Wealth Management LLC | 0.15% | Add +1.6% | 5,403 | $414K |
| MeadowBrook Investment Advisors LLC | 0.33% | Add +5.0% | 5,305 | $413K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.3% | 5,383 | $413K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +3.0% | 5,369 | $412K |
| Trilogy Capital Inc. | 0.02% | Add +1.1% | 5,362 | $411K |
| EnRich Financial Partners LLC | 0.10% | Add +9.2% | 5,301 | $407K |
| Indiana Trust & Investment Management Co | 0.11% | No change | 5,300 | $407K |
| Brookmont Capital Management | 0.22% | Reduce -14.1% | 5,284 | $405K |
| MADDEN SECURITIES Corp | 0.11% | Add +6.7% | 5,281 | $405K |
| XY Planning Network, Inc. | 0.05% | Add +75.0% | 5,267 | $404K |
| Ancora Advisors LLC | 0.01% | Add +1.0% | 5,263 | $404K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -21.8% | 5,259 | $403K |
| One Capital Management, LLC | 0.01% | No change | 5,201 | $401K |
| Poinciana Advisors Group, LLC | 0.30% | Add +1.1% | 5,216 | $400K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +33.5% | 5,180 | $397K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -33.5% | 5,170 | $397K |
| MPWM Advisory Solutions, LLC | 0.18% | Add +0.5% | 5,138 | $394K |
| Compass Advisory Group LLC | 0.09% | Add +1.1% | 5,081 | $390K |
| Brookwood Investment Group LLC | 0.05% | Reduce -3.7% | 5,080 | $390K |
| SilverOak Wealth Management LLC | 0.05% | Add +9.0% | 5,038 | $386K |
| Thomasville National Bank | 0.02% | — | 5,000 | $384K |
| Center For Asset Management LLC | 0.17% | Add +0.2% | 4,973 | $381K |
| Split Rock Private Trading & Wealth Management, LLC | 0.26% | Add +3.7% | 4,955 | $380K |
| MKT Advisors LLC | 0.12% | New | 4,983 | $379K |
| Panoramic Investment Advisors, LLC | 0.18% | No change | 4,850 | $372K |
| Wesbanco Bank Inc. | 0.01% | Reduce -15.4% | 4,822 | $370K |
| Innovative Wealth Building LLC | 0.21% | New | 4,791 | $367K |
| Caitlin John, LLC | 0.20% | Reduce -0.7% | 4,777 | $366K |
| Liberty Wealth Management LLC | 0.05% | No change | 4,747 | $366K |
| IFG Advisory, LLC | 0.01% | Add +3509.8% | 4,765 | $365K |
| Franklin Resources Inc. | 0.00% | No change | 4,765 | $365K |
| Moors & Cabot, Inc. | 0.01% | Add +17.2% | 4,705 | $361K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +420.4% | 4,684 | $359K |
| Strathmore Capital Advisors, Inc. | 0.10% | Add +1.2% | 4,741 | $359K |
| New Covenant Trust Company, N.A. | 0.27% | Add +3.0% | 4,653 | $357K |
| S.A. Mason LLC | 0.11% | No change | 4,641 | $356K |
| Atlatl Advisers LLC | 0.08% | Reduce -26.8% | 4,638 | $356K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.7% | 4,630 | $355K |
| Kestra Investment Management, LLC | 0.01% | Reduce -13.7% | 4,611 | $354K |
| Access Financial Services, Inc. | 0.12% | New | 4,595 | $352K |
| Northstar Group, Inc. | 0.05% | No change | 4,590 | $352K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 4,541 | $348K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 4,534 | $348K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | No change | 4,514 | $346K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | Add +1.6% | 4,490 | $344K |
| Maia Wealth LLC | 0.05% | Reduce -21.1% | 4,400 | $338K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -11.7% | 4,395 | $337K |
| VestGen Investment Management | 0.18% | Reduce -2.6% | 4,385 | $336K |
| Sequent Planning LLC | 0.07% | Add +17.9% | 4,358 | $334K |
| Nestegg Advisors, Inc. | 0.24% | New | 4,358 | $334K |
| Leverty Financial Group, LLC | 0.07% | New | 4,358 | $334K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 4,354 | $334K |
| Brighton Jones LLC | 0.01% | Add +11.9% | 4,319 | $331K |
| Carter Financial, LLC | 0.25% | No change | 4,294 | $329K |
| WoodTrust Financial Corp | 0.04% | Add +3.9% | 4,295 | $329K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -1.0% | 4,168 | $320K |
| Bath Savings Trust Co | 0.03% | Add +1.9% | 4,163 | $319K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,115 | $316K |
| Latko Wealth Management, Ltd. | 0.13% | Reduce -57.0% | 4,081 | $313K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.0% | 4,070 | $312K |
| Smallwood Wealth Investment Management, LLC | 0.14% | Reduce -1.1% | 4,066 | $312K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -3.6% | 4,042 | $310K |
| PKS Advisory Services, LLC | 0.05% | Add +1.1% | 3,993 | $306K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.6% | 3,987 | $306K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +0.1% | 3,978 | $305K |
| Marshall Investment Management, LLC | 0.13% | Reduce -7.5% | 3,953 | $303K |
| Essex Financial Services, Inc. | 0.02% | Add +11.6% | 3,945 | $303K |
| Axis Wealth Partners, LLC | 0.15% | New | 3,944 | $302K |
| Forum Private Client Group LLC | 0.09% | Reduce -0.4% | 3,919 | $301K |
| Planning Directions Inc. | 0.14% | Add +3.5% | 3,909 | $300K |
| Root Financial Partners, LLC | 0.01% | Add +66.4% | 3,894 | $299K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +7.7% | 3,864 | $296K |
| HighPoint Advisor Group LLC | 0.01% | Add +13.9% | 3,860 | $296K |
| Maridea Wealth Management LLC | 0.03% | Reduce -0.2% | 3,850 | $295K |
| Wealthspire Retirement, LLC | 0.02% | Add +5.1% | 3,832 | $294K |
| Gibraltar Capital Management, Inc. | 0.05% | No change | 3,830 | $294K |
| NorthRock Partners, LLC | 0.00% | Add +3.6% | 3,808 | $292K |
| Friday Financial | 0.08% | Add +22.8% | 3,823 | $291K |
| Brooks, Moore & Associates, Inc. | 0.13% | No change | 3,775 | $290K |
| SWP Financial LLC | 0.13% | Reduce -41.6% | 3,749 | $288K |
| Cresset Asset Management, LLC | 0.00% | Add +8.7% | 3,748 | $288K |
| Arcadia Wealth Management, Inc. | 0.14% | No change | 3,743 | $287K |
| Jones Kertz & Associates, Inc. | 0.13% | No change | 3,738 | $287K |
| PAX Financial Group, LLC | 0.04% | Reduce -2.8% | 3,727 | $286K |
| RCS Financial Planning, LLC | 0.13% | Add +1.0% | 3,709 | $285K |
| Tranquility Partners, LLC | 0.10% | No change | 3,684 | $283K |
| Summit Wealth Group, LLC | 0.06% | Reduce -0.1% | 3,681 | $282K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,675 | $282K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,662 | $281K |
| Basso Capital Management, L.P. | 0.07% | New | 3,633 | $279K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Add +0.2% | 3,593 | $276K |
| Bogart Wealth, LLC | 0.01% | Reduce -21.8% | 3,584 | $275K |
| Foundation Wealth Management, LLC\PA | 0.08% | No change | 3,568 | $274K |
| CRA Financial Services, LLC | 0.03% | Add +0.7% | 3,554 | $273K |
| Krilogy Financial LLC | 0.01% | New | 3,546 | $272K |
| Andrews, Lucia Wealth Management LLC | 0.14% | Reduce -11.0% | 3,535 | $271K |
| Aegis Wealth Management LLC | 0.13% | Reduce -2.2% | 3,524 | $270K |
| Fisher Asset Management | 0.00% | New | 3,522 | $270K |
| Cogent Private Wealth, Inc. | 0.17% | No change | 3,500 | $268K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -5.7% | 3,500 | $268K |
| OMNI 360 Wealth, Inc. | 0.12% | Reduce -1.8% | 3,472 | $266K |
| TFB Advisors LLC | 0.12% | No change | 3,471 | $266K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.10% | Reduce -0.5% | 3,444 | $264K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 3,436 | $264K |
| XTX Topco Ltd | 0.00% | Reduce -30.8% | 3,428 | $263K |
| Empirical Asset Management, LLC | 0.06% | Add +14.2% | 3,426 | $263K |
| Great Waters Wealth Management | 0.02% | New | 3,406 | $261K |
| Orleans Capital Management Corp. | 0.13% | No change | 3,380 | $259K |
| Echo Wealth Management, LLC | 0.13% | No change | 3,379 | $259K |
| Prudent Man Advisors, LLC | 0.06% | Add +13.4% | 3,378 | $259K |
| Rf&l Wealth Management, LLC | 0.18% | Add +7.7% | 3,375 | $259K |
| Squire Investment Management Company, LLC | 0.06% | New | 3,373 | $259K |
| World Equity Group, Inc. | 0.06% | Reduce -11.7% | 3,360 | $258K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -18.1% | 3,341 | $256K |
| WealthPoint Financial, LLC | 0.19% | Add +3.2% | 3,337 | $256K |
| Harbour Investment Management LLC | 0.13% | No change | 3,314 | $254K |
| Integrated Wealth Management | 0.27% | Reduce -4.0% | 3,313 | $254K |
| Ignite Planners, LLC | 0.03% | Reduce -16.7% | 3,292 | $252K |
| HF Advisory Group, LLC | 0.08% | Add +1.7% | 3,286 | $252K |
| Horst & Graben Wealth Management LLC | 0.03% | Add +0.7% | 3,297 | $252K |
| Gibson Capital, LLC | 0.04% | No change | 3,250 | $249K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -42.3% | 3,247 | $249K |
| LifeSteps Financial, Inc. | 0.12% | Add +17.4% | 3,217 | $247K |
| NewEdge Wealth, LLC | 0.00% | Reduce -45.4% | 3,215 | $247K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -0.2% | 3,212 | $246K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -6.2% | 3,205 | $246K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -12.5% | 3,191 | $245K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -7.5% | 3,170 | $243K |
| Apollon Wealth Management, LLC | 0.00% | Add +3.5% | 3,163 | $243K |
| Visionary Wealth Advisors | 0.01% | New | 3,157 | $242K |
| Salem Investment Counselors Inc. | 0.01% | Add +45.5% | 3,150 | $242K |
| Endeavor Private Wealth, Inc. | 0.06% | Reduce -21.4% | 3,136 | $241K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -23.4% | 3,125 | $240K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -41.2% | 3,122 | $239K |
| Axxcess Wealth Management, LLC | 0.00% | New | 3,122 | $239K |
| Veridan Wealth LLC | 0.08% | Reduce -96.6% | 3,107 | $238K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 3,097 | $238K |
| Tepp RIA, LLC | 0.16% | New | 3,077 | $236K |
| TAGStone Capital, Inc. | 0.07% | Add +0.6% | 3,056 | $234K |
| Stone Loft Wealth Management LLC | 0.13% | Reduce -9.2% | 3,046 | $232K |
| Valpey Financial Services, LLC | 0.14% | Add +1.1% | 3,018 | $231K |
| AMG National Trust Bank | 0.00% | No change | 2,995 | $230K |
| Dunhill Financial, LLC | 0.05% | Reduce -5.0% | 2,994 | $230K |
| Capital Asset Managemnet, LLC | 0.51% | Reduce -74.6% | 2,981 | $229K |
| FSA Advisors, Inc. | 0.10% | New | 2,978 | $228K |
| WBH Advisory Inc. | 0.02% | Reduce -8.9% | 2,954 | $227K |
| Redwood Investment Management, LLC | 0.02% | Reduce -7.3% | 2,941 | $226K |
| Stonebridge Financial Group, LLC | 0.02% | Add +1.0% | 2,944 | $226K |
| Murphy & Mullick Capital Management Corp | 0.14% | Reduce -27.7% | 2,943 | $226K |
| United Advisor Group, LLC | 0.02% | Add +0.6% | 2,941 | $226K |
| Concord Wealth Partners | 0.03% | Reduce -0.7% | 2,940 | $226K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -7.8% | 2,940 | $225K |
| Capital Square, LLC | 0.10% | Add +14.2% | 2,953 | $225K |
| BNC Wealth Management, LLC | 0.05% | No change | 2,925 | $224K |
| Investment Advisory Group, LLC | 0.05% | No change | 2,925 | $224K |
| Hardworking Capital Advisors, LLC | 0.18% | Add +3.1% | 2,924 | $224K |
| FFG Retirement Advisors LLC | 0.12% | Reduce -26.7% | 2,922 | $224K |
| Robinswood Financial LLC | 0.06% | Reduce -13.7% | 2,919 | $224K |
| W.H. Cornerstone Investments Inc. | 0.13% | New | 2,919 | $224K |
| Long Island Wealth Management, Inc. | 0.09% | Add +1.1% | 2,912 | $223K |
| Oarsman Capital, Inc. | 0.02% | Reduce -4.2% | 2,911 | $223K |
| Focus Financial Network, Inc. | 0.01% | New | 2,894 | $222K |
| Facet Wealth, Inc. | 0.00% | New | 2,891 | $222K |
| Torrey-Payne Wealth Management, LLC | 0.18% | Add +9.9% | 2,881 | $221K |
| MRWM Advisors, LLC | 0.09% | New | 2,880 | $221K |
| Meridian Investment Counsel Inc. | 0.05% | Add +10.6% | 2,868 | $220K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 2,860 | $219K |
| Elevate Wealth Advisory, Inc. | 0.13% | No change | 2,854 | $219K |
| Symphony Financial, Ltd. Co. | 0.02% | No change | 2,834 | $218K |
| St. Nicholas Private Asset Management, Inc. | 0.19% | Reduce -9.3% | 2,834 | $217K |
| Transcendent Capital Group LLC | 0.08% | No change | 2,810 | $216K |
| Potomac Fund Management Inc. | 0.01% | Add +2.3% | 2,800 | $215K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | New | 2,751 | $211K |
| Beacon Capital Management, LLC | 0.03% | Add +0.0% | 2,744 | $210K |
| LongView Wealth Management | 0.05% | Reduce -40.3% | 2,741 | $210K |
| TrueWealth Advisors, LLC | 0.05% | Reduce -0.1% | 2,739 | $210K |
| Mark Sheptoff Financial Planning, LLC | 0.11% | Reduce -29.3% | 2,679 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -20.4% | 2,678 | $205K |
| First American Trust, FSB | 0.01% | New | 2,677 | $205K |
| Hall Laurie J Trustee | 0.06% | No change | 2,675 | $205K |
| Kelleher Financial Advisors | 0.03% | Add +100.0% | 2,670 | $205K |
| Dimension Capital Management LLC | 0.02% | No change | 2,668 | $205K |
| L.K. Benson & Company, P.C. | 0.06% | Add +1.1% | 2,638 | $202K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 2,631 | $202K |
| Infinity Wealth Counsel, LLC | 0.16% | New | 2,630 | $202K |
| Redwood Park Advisors LLC | 0.14% | Reduce -15.8% | 2,614 | $201K |
| 3 Factor Indexing, LLC | 0.17% | Reduce -6.0% | 2,589 | $199K |
| Kennebec Savings Bank | 0.15% | Reduce -51.4% | 2,412 | $185K |
| Anchor Investment Management, LLC | 0.01% | Reduce -31.5% | 2,386 | $183K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +935.1% | 2,360 | $182K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -78.4% | 2,361 | $181K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.5% | 2,344 | $180K |
| Markowski Investments | 0.04% | — | 2,343 | $180K |
| Beacon Financial Strategies CORP | 0.09% | New | 2,305 | $177K |
| Timbuktu Capital Management, LLC | 0.26% | — | 2,265 | $174K |
| Twin City Private Wealth, LLC | 0.12% | Add +3.6% | 2,251 | $173K |
| Richardson Financial Services Inc. | 0.10% | Reduce -4.0% | 2,233 | $171K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.4% | 2,204 | $169K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -5.7% | 2,164 | $166K |
| Ironwood Wealth Management, LLC. | 0.04% | Add +158.9% | 2,079 | $159K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,041 | $157K |
| Cape Investment Advisory, Inc. | 0.04% | New | 1,973 | $151K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +239.0% | 1,946 | $149K |
| Crews Bank & Trust | 0.02% | Reduce -2.3% | 1,916 | $147K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,844 | $141K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,812 | $139K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.7% | 1,807 | $139K |
| Teachers Insurance & Annuity Association of America | 0.15% | Add +132.2% | 1,788 | $137K |
| South Plains Financial, Inc. | 0.07% | No change | 1,720 | $132K |
| Pacifica Partners Inc. | 0.04% | No change | 1,644 | $126K |
| MCF Advisors LLC | 0.00% | No change | 1,635 | $125K |
| BlackRock, Inc. | 0.00% | Reduce -53.1% | 1,569 | $120K |
| West Paces Advisors Inc. | 0.02% | New | 1,526 | $117K |
| Tucker Asset Management LLC | 0.03% | Add +3.6% | 1,512 | $116K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,500 | $115K |
| Elevation Wealth Partners, LLC | 0.03% | New | 1,440 | $110K |
| Tompkins Financial Corp. | 0.01% | No change | 1,426 | $109K |
| Blume Capital Management, Inc. | 0.02% | Reduce -50.0% | 1,400 | $107K |
| Sims Investment Management, LLC | 0.03% | New | 1,355 | $104K |
| WealthShield Partners, LLC | 0.02% | No change | 1,339 | $103K |
| Basepoint Wealth LLC | 0.06% | Add +1.1% | 1,311 | $101K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -11.1% | 1,266 | $97K |
| Silver Grove Financial Group, Inc. | 0.05% | Add +324.0% | 1,200 | $92K |
| Grey Ledge Advisors, LLC | 0.02% | Add +6.1% | 1,167 | $90K |
| Abound Wealth Management | 0.02% | Add +1.1% | 1,147 | $88K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,049 | $80K |
| Wellington-Altus USA Inc. | 0.06% | No change | 1,037 | $80K |
| Archer Investment Corp | 0.02% | Reduce -7.4% | 1,032 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | Add +206.6% | 1,024 | $79K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.0% | 1,009 | $77K |
| Planning Strategies Inc. | 0.05% | — | 981 | $75K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 979 | $75K |
| Swisher Financial Concepts, Inc. | 0.04% | Reduce -82.3% | 929 | $71K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 894 | $69K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -29.0% | 817 | $63K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -15.2% | 816 | $63K |
| LFA - Lugano Financial Advisors SA | 0.03% | No change | 735 | $56K |
| Morse Asset Management, Inc | 0.01% | No change | 700 | $54K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.8% | 673 | $52K |
| McGuire Capital Advisors Inc. | 0.03% | No change | 659 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 651 | $50K |
| Evolution Wealth Management Inc. | 0.03% | Add +6.7% | 652 | $50K |
| Pittenger & Anderson Inc. | 0.00% | Add +13.0% | 650 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 633 | $49K |
| Montag A & Associates Inc. | 0.00% | No change | 629 | $48K |
| Pioneer Family Office, LLC | 0.02% | New | 627 | $48K |
| Trust Co. of Toledo NA | 0.00% | Reduce -33.3% | 600 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -56.0% | 598 | $46K |
| SWAN Capital LLC | 0.02% | New | 597 | $46K |
| Rialto Wealth Management, LLC | 0.01% | No change | 595 | $46K |
| CNB Bank | 0.02% | No change | 577 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 552 | $42K |
| Blue Trust, Inc. | 0.00% | Add +32.1% | 490 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 484 | $37K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -19.3% | 481 | $37K |
| Bangor Savings Bank | 0.00% | No change | 465 | $36K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -5.2% | 442 | $34K |
| Birchbrook, Inc. | 0.02% | Add +0.2% | 441 | $34K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.0% | 421 | $32K |
| Signature Equity Partners, LLC | 0.01% | Reduce -69.0% | 414 | $32K |
| Coastline Trust Co | 0.00% | No change | 405 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 400 | $31K |
| First Community Trust NA | 0.01% | No change | 390 | $30K |
| AlphaCore Capital LLC | 0.00% | Reduce -72.0% | 370 | $28K |
| McDonald Partners LLC | 0.01% | New | 359 | $28K |
| Nemes Rush Group LLC | 0.00% | New | 355 | $27K |
| Hurley Capital, LLC | 0.01% | No change | 341 | $26K |
| Colonial Trust Advisors | 0.00% | New | 336 | $26K |
| Signaturefd, LLC | 0.00% | New | 334 | $26K |
| Howe & Rusling Inc. | 0.00% | Reduce -35.4% | 330 | $25K |
| LGT Financial Advisors LLC | 0.13% | No change | 323 | $25K |
| Front Row Advisors LLC | 0.01% | Reduce -13.3% | 325 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -28.2% | 313 | $24K |
| Monetary Solutions, Ltd | 0.02% | No change | 312 | $24K |
| Ameriflex Group, Inc. | 0.01% | Add +5.1% | 310 | $24K |
| Meramec Financial Planners, LLC | 0.01% | No change | 314 | $24K |
| Financial Consulate, Inc. | 0.00% | No change | 301 | $23K |
| Harborfront Financial Group LLC | 0.08% | — | 282 | $22K |
| SYM FINANCIAL Corp | 0.00% | New | 279 | $21K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -30.8% | 256 | $20K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 255 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 246 | $19K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 227 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 225 | $17K |
| Networth Advisors, LLC | 0.01% | No change | 223 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | New | 214 | $16K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 213 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 211 | $16K |
| Sfam, LLC | 0.01% | No change | 210 | $16K |
| Hollencrest Capital Management | 0.00% | Reduce -56.5% | 209 | $16K |
| Main Street Group, LTD | 0.00% | No change | 207 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 201 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 182 | $14K |
| CVA Family Office, LLC | 0.00% | Reduce -25.0% | 180 | $14K |
| Blueline Advisors LLC | 0.01% | Reduce -9.3% | 175 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 175 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +1.3% | 162 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 155 | $12K |
| Pflug Koory, LLC | 0.00% | Add +1.3% | 155 | $12K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 152 | $12K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -53.1% | 150 | $12K |
| Gill Capital Partners, LLC | 0.00% | No change | 142 | $11K |
| Key Financial Inc | 0.00% | Reduce -89.8% | 132 | $10K |
| Clark Wealth Partners | 0.01% | No change | 126 | $10K |
| Financial Management Professionals, Inc. | 0.00% | New | 120 | $9K |
| CX Institutional | 0.00% | Reduce -91.9% | 121 | $9K |
| Covestor Ltd | 0.00% | Add +3.2% | 97 | $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% | No change | 93 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Talon Private Wealth, LLC | 0.00% | Reduce -99.5% | 86 | $7K |
| Investors Research Corp | 0.00% | No change | 84 | $6K |
| Quaker Wealth Management, LLC | 0.00% | New | 79 | $6K |
| Hanson & Doremus Investment Management | 0.00% | Add +1.3% | 78 | $6K |
| Arlington Trust Co LLC | 0.00% | New | 76 | $6K |
| New England Asset Management Inc. | 0.00% | New | 75 | $6K |
| American National Bank & Trust | 0.00% | No change | 75 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.6% | 65 | $5K |
| Toews Corp. | 0.00% | New | 61 | $5K |
| Cordant, Inc. | 0.00% | New | 58 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Vima LLC | 0.00% | — | 40 | $3K |
| Avion Wealth | 0.00% | No change | 43 | $3K |
| Napier Financial, LLC | 0.00% | Reduce -7.1% | 39 | $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 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -98.6% | 32 | $2K |
| Transce3nd, LLC | 0.02% | No change | 30 | $2K |
| Eukles Asset Management | 0.00% | No change | 29 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -48.2% | 29 | $2K |
| Advocate Investing Services LLC | 0.00% | New | 28 | $2K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 28 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Logan Capital Management Inc. | 0.00% | — | 11 | $844 |
| Copia Wealth Management | 0.00% | No change | 6 | $460 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $460 |
| Russell Investments Group, Ltd. | 0.00% | Add +66.7% | 5 | $403 |
| NorthAvenue LLC | 0.00% | New | 5 | $384 |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -93.8% | 3 | $245 |
| Mosley Wealth Management | 0.00% | No change | 3 | $230 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $153 |
| Trust Co | 0.00% | New | 1 | $77 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 1 | $56 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.