Vanguard Total Bond MarketBNDETF
13F holders, Q1 2024 (March 31)1,423holders
4famous investors
$72.61avg. 13F price*
At the end of Q1 2024, 1,423 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($8.6B), Morgan Stanley ($6.6B) and JPMorgan Chase & Co. ($5.8B). 4 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Total Bond Market
- CUSIP
- 921937835
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $433.9M |
| Exits | 124 | $254.4M |
Ownership 1,423 holders
| Northwestern Mutual Wealth Management Co. | 8.86% | Add +3.1% | 118,726,498 | $8.6B |
| Morgan Stanley | 0.53% | Add +7.6% | 91,278,800 | $6.6B |
| JPMorgan Chase & Co. | 0.52% | Reduce -17.1% | 79,871,197 | $5.8B |
| Creative Planning | 6.10% | Add +24.0% | 75,747,096 | $5.5B |
| Vanguard Group Inc. | 0.05% | Add +20.1% | 37,326,573 | $2.7B |
| Jones Financial Companies LLLP | 3.19% | Reduce -11.6% | 32,239,831 | $2.3B |
| Wells Fargo & Company | 0.37% | Add +0.6% | 19,347,583 | $1.4B |
| Envestnet Asset Management Inc. | 0.52% | Add +1.9% | 19,104,200 | $1.4B |
| Bank of America Corp. | 0.13% | Reduce -7.8% | 18,490,849 | $1.3B |
| Allworth Financial LP | 8.50% | Add +5.3% | 16,564,654 | $1.2B |
| LPL Financial LLC | 0.58% | Reduce -56.5% | 14,894,131 | $1.1B |
| Goldman Sachs Group Inc. | 0.22% | Reduce -4.7% | 14,625,567 | $1.1B |
| BlackRock Inc. | 0.02% | Add +0.4% | 12,799,828 | $929.7M |
| Sei Investments Co. | 1.27% | Reduce -26.9% | 11,928,483 | $866.4M |
| Texas Treasury Safekeeping Trust Co. | 26.33% | Add +63.8% | 11,297,286 | $820.5M |
| Manufacturers Life Insurance Company, The | 0.74% | Add +7.2% | 10,895,755 | $791.3M |
| Morningstar Investment Services LLC | 7.42% | Reduce -48.2% | 9,278,080 | $674.7M |
| Bank of New York Mellon Corp | 0.10% | Add +19.9% | 6,867,158 | $498.8M |
| Ameriprise Financial Inc. | 0.13% | Add +11.6% | 6,575,554 | $477.2M |
| PNC Financial Services Group, Inc. | 0.25% | Reduce -0.5% | 4,854,576 | $352.6M |
| Cetera Investment Advisers | 0.82% | Add +124.0% | 4,807,301 | $349.2M |
| Facet Wealth, Inc. | 10.98% | Add +17.2% | 4,560,373 | $325.7M |
| Orgel Wealth Management, LLC | 8.40% | Reduce -13.6% | 4,218,247 | $306.4M |
| CBIZ Investment Advisory Services, LLC | 20.58% | Add +14.1% | 4,077,803 | $296.2M |
| UBS Group AG | 0.10% | Reduce -15.6% | 4,030,357 | $292.7M |
| Pure Financial Advisors, LLC | 8.45% | Add +11.6% | 3,716,553 | $269.9M |
| Royal Bank of Canada | 0.06% | Add +6.1% | 3,586,609 | $260.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -3.9% | 3,383,128 | $245.7M |
| Global Endowment Management, LP | 24.44% | Add +6.0% | 3,229,900 | $234.6M |
| HighTower Advisors, LLC | 0.36% | Add +5.3% | 3,015,790 | $219.1M |
| Raymond James Financial Services Advisors, Inc. | 0.32% | Add +10.2% | 2,988,895 | $217.1M |
| Osaic Holdings, Inc. | 0.48% | Reduce -32.0% | 2,974,860 | $216.1M |
| M&T Bank Corp | 0.74% | Add +4.3% | 2,925,293 | $212.5M |
| Truist Financial Corp. | 0.29% | Reduce -8.4% | 2,644,235 | $192.1M |
| Cambridge Investment Research Advisors, Inc. | 0.73% | Add +15.5% | 2,612,434 | $189.7M |
| RFG Advisory, LLC | 5.91% | Add +21.2% | 2,391,124 | $173.7M |
| Mission Wealth Management, LP | 4.66% | Add +18.9% | 2,390,104 | $173.6M |
| Tiaa Trust, National Association | 0.52% | Add +17.6% | 2,330,760 | $169.4M |
| Corient Private Wealth LP | 0.30% | Add +23.0% | 2,328,024 | $169.1M |
| RiverFront Investment Group, LLC | 4.60% | Add +3.9% | 2,249,985 | $163.4M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Reduce -22.5% | 2,248,024 | $163.3M |
| First Financial Bankshares Inc | 3.64% | Add +4.6% | 2,227,205 | $161.8M |
| Savant Capital, LLC | 1.78% | Add +26.1% | 2,132,706 | $154.9M |
| State Street Corp. | 0.01% | Reduce -41.9% | 2,075,484 | $150.7M |
| Prudential Financial Inc. | 0.20% | Reduce -3.0% | 2,001,110 | $145.3M |
| Raymond James & Associates | 0.09% | Add +12.1% | 1,913,614 | $139.0M |
| Alaska Permanent Capital Management, LLC | 10.64% | Add +11.3% | 1,882,670 | $136.7M |
| Acropolis Investment Management, LLC | 8.85% | Add +5.2% | 1,862,546 | $135.3M |
| Composition Wealth, LLC | 3.33% | Add +49.3% | 1,824,414 | $132.5M |
| Foster Group, Inc. | 6.58% | Add +6.0% | 1,823,816 | $132.5M |
| McMorgan & Co. LLC | 21.53% | Add +1.0% | 1,725,016 | $125.3M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -5.6% | 1,691,470 | $122.9M |
| Bogart Wealth, LLC | 6.09% | Add +9.0% | 1,628,842 | $118.3M |
| Diana Davis Spencer Foundation | 44.86% | No change | 1,608,100 | $116.8M |
| Mariner, LLC | 0.24% | Add +13.8% | 1,597,840 | $116.1M |
| Cerity Partners LLC | 0.30% | Add +12.8% | 1,571,843 | $113.6M |
| Oakworth Capital, Inc. | 8.50% | Add +4.3% | 1,553,678 | $112.8M |
| Alesco Advisors, LLC, An ESL Co | 3.71% | Add +5.1% | 1,553,338 | $112.8M |
| MML Investors Services, LLC | 0.45% | Add +13.7% | 1,493,411 | $108.5M |
| Stairway Partners, LLC | 8.61% | Add +8.8% | 1,468,049 | $106.6M |
| Voya Financial Advisors, Inc. | 12.17% | Add +6.5% | 1,465,480 | $106.6M |
| Capstone Financial Advisors, Inc. | 7.13% | Add +4.0% | 1,460,213 | $106.1M |
| FFT Wealth Management LLC | 8.87% | New | 1,417,979 | $103.0M |
| Assetmark, Inc. | 0.33% | Reduce -45.6% | 1,413,250 | $102.6M |
| Betterment LLC | 0.27% | Reduce -5.7% | 1,390,586 | $101.0M |
| Retirement Systems of Alabama | 0.38% | Add +49.5% | 1,367,152 | $99.3M |
| AMG National Trust Bank | 2.89% | Add +2.3% | 1,361,321 | $98.9M |
| Patriot Investment Management Group, Inc. | 7.66% | Add +4.0% | 1,332,927 | $96.8M |
| Verus Financial Partners, Inc. | 11.25% | Add +3.8% | 1,322,378 | $96.0M |
| Rational Advisors, Inc. | 9.05% | New | 1,313,739 | $95.4M |
| Efficient Advisors, LLC | 5.94% | Add +1.7% | 1,274,440 | $92.6M |
| Chandler Asset Management, Inc. | 18.74% | Add +2.5% | 1,272,822 | $92.4M |
| Prime Capital Investment Advisors, LLC | 1.26% | Add +21.2% | 1,240,951 | $90.1M |
| Wealthfront Advisers LLC | 0.31% | Add +11.7% | 1,230,580 | $89.4M |
| Martel Wealth Advisors LLC | 19.27% | Add +4.5% | 1,223,551 | $88.9M |
| Vestmark Advisory Solutions, Inc. | 3.70% | Add +43.6% | 1,182,069 | $85.9M |
| Apella Capital, LLC | 4.20% | Add +26.9% | 1,157,987 | $83.2M |
| Pacific Life Fund Advisors LLC | 7.90% | Reduce -0.6% | 1,108,638 | $80.5M |
| Alps Advisors Inc. | 0.56% | Add +0.6% | 1,086,087 | $78.9M |
| Beacon Pointe Advisors, LLC | 0.87% | Add +7.5% | 1,078,025 | $78.3M |
| Toews Corp. | 13.22% | New | 1,046,562 | $76.0M |
| Baker Avenue Asset Management, LP | 2.89% | Add +4.9% | 1,029,072 | $74.7M |
| Ritholtz Wealth Management | 2.57% | Add +5135.2% | 1,027,661 | $74.6M |
| Lutz Financial Services LLC | 6.46% | Add +2.4% | 1,018,741 | $74.0M |
| Alaska Wealth Advisors, LLC | 10.93% | Add +9.9% | 995,633 | $72.3M |
| Stratos Wealth Partners, LTD. | 1.21% | Add +0.9% | 990,434 | $71.9M |
| Comerica Bank | 0.29% | Reduce -3.1% | 923,853 | $67.1M |
| Burrus Financial Services, Inc. | 33.86% | Add +3.8% | 910,189 | $66.1M |
| Raffa Wealth Management, LLC | 19.60% | Add +1.7% | 906,157 | $65.8M |
| Alliancebernstein L.P. | 0.02% | Add +0.1% | 900,533 | $65.4M |
| MA Private Wealth | 13.09% | Reduce -5.5% | 889,335 | $64.6M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +0.5% | 866,097 | $62.9M |
| Retirement Planning Group, LLC | 4.74% | Add +7.2% | 852,482 | $61.9M |
| Bryn Mawr Trust Advisors, LLC | 3.50% | Add +51.6% | 847,980 | $61.6M |
| Horizon Bancorp Inc. | 28.90% | Reduce -12.5% | 835,058 | $60.6M |
| Citigroup Inc. | 0.06% | Reduce -13.6% | 806,501 | $58.6M |
| Gilbert & Cook, Inc. | 7.80% | Add +0.8% | 788,046 | $57.2M |
| Trilogy Capital Inc. | 3.24% | Add +9586.2% | 775,963 | $56.4M |
| Bricktown Capital, LLC | 11.34% | Add +50.7% | 771,516 | $56.0M |
| Great Waters Wealth Management | 9.14% | Reduce -7.6% | 770,469 | $56.0M |
| Armstrong Advisory Group, Inc. | 5.37% | No change | 751,915 | $55.3M |
| Rockbridge Investment Management, LCC | 8.02% | Add +0.6% | 753,277 | $54.7M |
| Magnolia Wealth Management, LLC | 22.31% | Add +99.2% | 754,420 | $54.5M |
| Arkos Global Advisors | 9.08% | Add +0.9% | 749,516 | $54.4M |
| GenTrust, LLC | 3.34% | Add +33.4% | 745,592 | $54.2M |
| Nicolet Advisory Services, LLC | 5.47% | Add +0.9% | 749,330 | $53.9M |
| Summit Trail Advisors, LLC | 1.42% | Add +18.4% | 734,570 | $53.4M |
| Atria Wealth Solutions, Inc. | 0.60% | Add +6.9% | 733,835 | $53.3M |
| Signaturefd, LLC | 1.12% | Add +2.5% | 732,603 | $53.2M |
| Apriem Advisors | 6.66% | Add +2.0% | 729,961 | $53.0M |
| University of Chicago | 76.39% | Add +3.2% | 728,988 | $52.9M |
| Sofi Wealth, LLC | 4.78% | Add +11.6% | 708,023 | $51.4M |
| Rainey & Randall Wealth Advisors Inc. | 11.64% | Add +0.7% | 685,378 | $49.8M |
| Boston Standard Wealth Management, LLC | 11.20% | Add +12.9% | 680,990 | $49.5M |
| RTD Financial Advisors, Inc. | 6.63% | Reduce -0.6% | 678,348 | $49.3M |
| Partners in Financial Planning | 10.92% | Add +2.6% | 675,775 | $49.1M |
| Joule Financial, LLC | 19.91% | Add +9.8% | 665,603 | $48.3M |
| Lockheed Martin Investment Management Co. | 3.43% | No change | 650,000 | $47.2M |
| West Financial Advisors, LLC | 10.09% | Add +4.3% | 647,576 | $47.0M |
| Trust Co | 6.17% | Add +7.8% | 647,006 | $47.0M |
| BTC Capital Management, Inc. | 4.28% | — | 644,235 | $46.8M |
| Lake Street Advisors Group, LLC | 2.16% | Add +6.0% | 636,174 | $46.2M |
| Ellevest, Inc. | 2.86% | Add +9.0% | 635,083 | $46.1M |
| Fiducient Advisors LLC | 8.94% | Add +7.0% | 622,032 | $45.2M |
| Cambridge Advisors Inc. | 10.32% | Add +2.4% | 602,441 | $43.8M |
| Newton One Investments LLC | 19.18% | Add +1.6% | 600,675 | $43.6M |
| Astoria Strategic Wealth, Inc. | 13.69% | Add +9.0% | 595,250 | $43.2M |
| Legacy Private Trust Co. | 3.14% | Add +8.5% | 591,702 | $43.0M |
| Harbour Investments, Inc. | 1.48% | Add +8.2% | 574,859 | $41.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +73.6% | 571,974 | $41.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.51% | Add +41.8% | 568,013 | $41.3M |
| Farmers & Merchants Investments Inc. | 1.38% | Add +4.3% | 562,757 | $40.9M |
| Twele Capital Management, Inc. | 9.20% | Reduce -12.9% | 560,128 | $40.7M |
| Kingsview Wealth Management, LLC | 1.02% | Add +8.1% | 558,419 | $40.6M |
| Mercer Global Advisors Inc. | 0.11% | Add +33.1% | 555,791 | $40.4M |
| Pacific Capital Wealth Advisors, Inc. | 9.50% | Add +1.8% | 555,450 | $40.3M |
| Cornerstone Investment Partners, LLC | 1.94% | Add +12.9% | 548,609 | $39.8M |
| NewEdge Advisors, LLC | 0.34% | Add +20.0% | 543,305 | $39.5M |
| Rappaport Reiches Capital Management, LLC | 11.45% | Add +10.4% | 503,542 | $36.6M |
| Gridiron Partners, LLC | 23.28% | Add +41.6% | 502,796 | $36.5M |
| Silver Oak Advisory Group, Inc. | 20.43% | Add +4.5% | 501,090 | $36.4M |
| Stifel Financial Corp. | 0.04% | Reduce -10.7% | 488,791 | $35.5M |
| Aspiriant, LLC | 1.46% | Add +5.0% | 486,094 | $35.3M |
| LGL Partners, LLC | 5.83% | New | 478,872 | $34.8M |
| Roble, Belko & Company, Inc | 5.91% | Add +5.4% | 474,355 | $34.5M |
| Private Advisor Group, LLC | 0.25% | Reduce -1.7% | 474,223 | $34.4M |
| Tectonic Advisors LLC | 2.62% | Add +0.2% | 472,583 | $34.3M |
| Shufro Rose & Co. LLC | 2.79% | Add +10.7% | 464,768 | $33.8M |
| Equitable Holdings, Inc. | 0.37% | Reduce -20.2% | 452,784 | $32.9M |
| CoreCap Advisors, LLC | 1.72% | Add +9.3% | 447,025 | $32.5M |
| Eagle Rock Investment Company, LLC | 5.90% | Add +12.3% | 437,579 | $31.8M |
| Stratos Investment Management, LLC | 3.10% | Add +6.8% | 437,548 | $31.8M |
| Focus Partners Wealth | 0.26% | Add +2514.0% | 437,037 | $31.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +7.6% | 436,124 | $31.7M |
| FIDELIS iM, LLC | 15.79% | Add +5.8% | 433,093 | $31.5M |
| Stephens Consulting, LLC | 9.54% | Add +47.1% | 428,149 | $31.1M |
| US Bancorp \de | 0.04% | Reduce -3.5% | 426,924 | $31.0M |
| Stordahl Capital Management, Inc. | 7.67% | Add +4.7% | 421,269 | $30.6M |
| TD Capital Management LLC | 3.25% | Add +19.0% | 419,293 | $30.5M |
| Archford Capital Strategies, LLC | 5.01% | Add +10.9% | 410,913 | $29.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +124.9% | 410,866 | $29.8M |
| D.A. Davidson & Co. | 0.26% | Reduce -6.8% | 389,966 | $28.3M |
| NewSquare Capital LLC | 2.50% | Add +2.9% | 389,308 | $28.3M |
| Crewe Advisors LLC | 3.23% | Add +5.4% | 381,691 | $27.7M |
| Hobart Private Capital, LLC | 8.45% | Add +26.0% | 381,508 | $27.7M |
| Diversify Advisory Services, LLC | 1.63% | — | 384,041 | $27.6M |
| ALM First Financial Advisors, LLC | 7.54% | No change | 375,000 | $27.2M |
| Strategies Wealth Advisors, LLC | 4.18% | Add +3.5% | 373,653 | $27.1M |
| Bluespring Wealth Management, LLC | 2.97% | Add +0.4% | 372,156 | $27.0M |
| Hills Bank & Trust Co | 2.29% | Add +11.9% | 371,916 | $27.0M |
| Ameritas Investment Partners, Inc. | 0.92% | Add +2.2% | 370,000 | $26.9M |
| Integrated Wealth Concepts LLC | 0.39% | Add +43.3% | 369,420 | $26.8M |
| OneDigital Investment Advisors LLC | 0.42% | Reduce -1.0% | 368,285 | $26.7M |
| Squarepoint Ops LLC | 0.11% | New | 365,279 | $26.5M |
| InterOcean Capital Group, LLC | 0.63% | Add +4.1% | 364,065 | $26.4M |
| Symmetry Partners, LLC | 2.05% | Reduce -65.9% | 361,080 | $26.2M |
| Prestige Wealth Management Group LLC | 5.64% | Add +13.9% | 360,225 | $26.2M |
| Falcon Wealth Planning | 4.11% | Add +19.6% | 356,932 | $25.9M |
| G2 Capital Management, LLC / Oh | 8.27% | Add +2.8% | 354,097 | $25.7M |
| JT Stratford LLC | 5.06% | Add +7.3% | 348,387 | $25.3M |
| Trajan Wealth LLC | 1.71% | — | 347,371 | $25.2M |
| BHK Investment Advisors, LLC | 9.60% | Add +89.5% | 343,972 | $25.0M |
| Vigilare Wealth Management | 12.22% | Reduce -39.5% | 341,375 | $24.8M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +6.8% | 339,409 | $24.7M |
| Northern Trust Corp. | 0.00% | Add +1232.7% | 339,357 | $24.6M |
| Corrigan Financial, Inc. | 6.27% | Add +7.2% | 338,366 | $24.6M |
| Captrust Financial Advisors | 0.09% | Reduce -19.0% | 333,933 | $24.3M |
| Steele Capital Management, Inc. | 1.39% | Add +14.5% | 333,281 | $24.2M |
| Transamerica Financial Advisors, LLC | 2.44% | Add +7.7% | 330,646 | $24.0M |
| Axiom Advisory, LLC | 17.57% | Add +11.2% | 328,780 | $23.9M |
| Kwmg, LLC | 2.61% | Add +3.5% | 328,065 | $23.8M |
| Financial Management Professionals, Inc. | 3.47% | Add +19.3% | 324,238 | $23.5M |
| Wealthspire Advisors, LLC | 0.31% | Reduce -2.4% | 321,141 | $23.3M |
| Sound Stewardship, LLC | 14.08% | Add +298.7% | 319,546 | $23.2M |
| Benchmark Wealth Management, LLC | 12.57% | Add +7.8% | 317,568 | $23.1M |
| Charter Oak Capital Management, LLC | 2.47% | Add +1.8% | 317,240 | $23.0M |
| Gotham Asset Management | 0.35% | Add +8.0% | 314,883 | $22.9M |
| Cobblestone Asset Management LLC | 15.40% | Add +39.3% | 312,574 | $22.7M |
| Phillips Financial Management, LLC | 1.85% | Add +2.7% | 311,809 | $22.6M |
| Journey Advisory Group, LLC | 2.78% | Add +116.2% | 309,920 | $22.5M |
| Compton Wealth Advisory Group, LLC | 6.16% | Add +3.5% | 309,909 | $22.5M |
| FDx Advisors, Inc. | 3.37% | Reduce -3.4% | 306,124 | $22.2M |
| Capital Asset Advisory Services LLC | 1.27% | Add +69.9% | 308,382 | $22.1M |
| Choreo, LLC | 0.56% | Reduce -0.8% | 299,178 | $21.7M |
| Flower City Capital | 14.35% | Reduce -2.3% | 297,338 | $21.6M |
| Focused Wealth Management, Inc | 3.37% | Reduce -10.7% | 296,705 | $21.5M |
| Axxcess Wealth Management, LLC | 0.61% | Add +74.9% | 296,702 | $21.5M |
| Litman Gregory Wealth Management LLC | 1.95% | Reduce -2.3% | 296,653 | $21.5M |
| Prudent Man Advisors, LLC | 8.09% | Add +0.8% | 296,365 | $21.5M |
| Zhang Financial LLC | 1.59% | Add +2.6% | 294,642 | $21.4M |
| Family Firm, Inc. | 5.21% | Add +4.5% | 294,298 | $21.4M |
| Global Wealth Strategies & Associates | 8.00% | Add +35.2% | 292,999 | $21.3M |
| Cahill Financial Advisors Inc. | 2.90% | Add +16.7% | 292,358 | $21.2M |
| Carr Financial Group Corp | 7.05% | Reduce -13.3% | 291,727 | $21.2M |
| Fifth Third Securities, Inc. | 2.04% | Add +5.4% | 288,814 | $21.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.38% | Add +11.7% | 286,481 | $20.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +22.4% | 283,625 | $20.6M |
| Cherry Tree Wealth Management, LLC | 5.15% | Add +2.5% | 281,969 | $20.5M |
| Index Fund Advisors, Inc. | 1.11% | Add +2.2% | 277,860 | $20.2M |
| Beacon Harbor Wealth Advisors, Inc. | 5.33% | New | 277,046 | $20.1M |
| Bluestem Financial Advisors, LLC | 10.39% | Add +15.6% | 276,859 | $20.1M |
| Visionary Wealth Advisors | 1.35% | Add +19.2% | 276,325 | $20.1M |
| Eaton-Cambridge Inc. | 10.50% | Add +19.4% | 271,522 | $19.7M |
| Tenon Financial LLC | 16.62% | — | 271,162 | $19.7M |
| Kestra Advisory Services, LLC | 0.13% | Add +15.0% | 269,679 | $19.6M |
| SAM Advisors, LLC | 7.17% | Add +3.7% | 267,616 | $19.4M |
| Baron Silver Stevens Financial Advisors, LLC | 3.76% | Add +1.1% | 266,025 | $19.3M |
| North Star Investment Management Corp. | 1.36% | Reduce -0.7% | 263,385 | $19.1M |
| Smithfield Trust Co | 0.98% | Reduce -3.9% | 253,535 | $18.4M |
| Avantax Advisory Services, Inc. | 0.16% | Add +0.8% | 251,597 | $18.3M |
| Principal Securities, Inc. | 0.56% | Add +7.4% | 249,474 | $18.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +401.4% | 239,679 | $17.4M |
| McNaughton Wealth Management, LLC | 9.56% | Add +6.6% | 237,472 | $17.2M |
| Barclays PLC | 0.01% | Add +6.3% | 234,682 | $17.0M |
| Pinnacle Associates Ltd. | 0.27% | Add +10.1% | 233,601 | $17.0M |
| Penserra Capital Management LLC | 0.21% | New | 233,512 | $17.0M |
| Aletheian Wealth Advisors LLC | 9.11% | Add +20.6% | 231,097 | $16.8M |
| Brookstone Capital Management | 0.30% | Reduce -0.9% | 228,607 | $16.6M |
| Graves Light Lenhart Wealth, Inc. | 1.91% | Add +8.4% | 227,205 | $16.5M |
| Financial Advocates Investment Management | 0.95% | Reduce -17.2% | 224,854 | $16.3M |
| JFS Wealth Advisors, LLC | 1.29% | Add +1.7% | 224,256 | $16.3M |
| Bank of Hawaii | 0.78% | Add +0.0% | 220,109 | $16.0M |
| N.E.W. Advisory Services LLC | 1.76% | Add +15.5% | 217,939 | $15.8M |
| Rogco, LP | 6.43% | Add +4.3% | 216,364 | $15.7M |
| Vannoy Advisory Group, Inc. | 12.16% | Add +2.2% | 214,842 | $15.6M |
| Atria Investments, Inc | 0.21% | Add +25.3% | 213,658 | $15.5M |
| Courage Miller Partners, LLC | 5.34% | Add +3.5% | 212,638 | $15.4M |
| Act Two Investors LLC | 3.09% | Add +1.5% | 211,885 | $15.4M |
| Roundview Capital LLC | 1.25% | Add +63.8% | 211,221 | $15.3M |
| Lido Advisors, LLC | 0.14% | Reduce -10.8% | 209,332 | $15.2M |
| Charles Schwab Trust Co | 1.43% | Reduce -4.1% | 208,157 | $15.1M |
| Atmos Advisory, LLC | 12.02% | Add +6.3% | 206,705 | $15.0M |
| Triad Wealth Partners, LLC | 11.44% | — | 205,353 | $14.9M |
| Inscription Capital, LLC | 2.46% | Add +58.4% | 205,230 | $14.9M |
| Wesbanco Bank Inc. | 0.56% | Add +5.4% | 202,959 | $14.7M |
| White Lighthouse Investment Management Inc. | 2.99% | Add +5.1% | 202,802 | $14.7M |
| XML Financial, LLC | 1.50% | Reduce -2.7% | 202,138 | $14.7M |
| Benjamin F. Edwards & Company, Inc. | 0.27% | Reduce 0.0% | 201,619 | $14.6M |
| FOCUS Wealth Advisors, LLC | 7.80% | Add +5.0% | 200,565 | $14.6M |
| Merit Financial Group, LLC | 0.35% | Add +65.5% | 203,751 | $14.5M |
| Regent Peak Wealth Advisors LLC | 3.63% | Add +48.1% | 196,679 | $14.3M |
| Leavell Investment Management, Inc. | 0.82% | Add +3.1% | 196,229 | $14.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -37.3% | 194,913 | $14.2M |
| WBH Advisory Inc. | 1.45% | Add +10.6% | 193,546 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +12.1% | 192,724 | $14.0M |
| LPF Advisors LLC | 13.98% | Add +1.5% | 192,243 | $14.0M |
| Brown Advisory Inc. | 0.02% | Reduce -0.4% | 191,173 | $13.9M |
| Thompson Siegel & Walmsley LLC | 0.21% | Add +3.8% | 191,123 | $13.9M |
| Bear Mountain Capital, Inc. | 5.98% | Add +0.3% | 195,567 | $13.9M |
| Whelan Financial | 6.32% | Reduce -9.6% | 190,448 | $13.8M |
| Veery Capital, LLC | 5.63% | Add +7.3% | 189,329 | $13.8M |
| Financial Architects, LLC | 9.43% | Add +13.9% | 187,615 | $13.6M |
| Galvin, Gaustad & Stein, LLC | 1.27% | Add +4.5% | 187,539 | $13.6M |
| Fragasso Financial Advisors Inc | 1.15% | Reduce -4.7% | 187,340 | $13.6M |
| BancFirst Trust & Investment Management | 6.46% | No change | 185,623 | $13.5M |
| Abbrea Capital, LLC | 1.77% | Reduce -5.3% | 185,179 | $13.4M |
| Dravo Bay LLC | 8.00% | Add +13.2% | 185,170 | $13.4M |
| Meeder Advisory Services, Inc. | 1.36% | Add +9.7% | 184,712 | $13.4M |
| CMG Global Holdings, LLC | 9.20% | Add +4.5% | 184,444 | $13.4M |
| Alley Investment Management Company, LLC | 1.82% | Add +3.5% | 182,439 | $13.3M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -1.1% | 182,061 | $13.2M |
| Rwa Wealth Partners, LLC | 0.18% | Reduce -0.7% | 181,284 | $13.2M |
| HTLF Bank | 1.50% | Add +6.4% | 179,226 | $13.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +37.1% | 178,815 | $13.0M |
| Ameraudi Asset Management, Inc. | 6.03% | Reduce -19.9% | 178,385 | $13.0M |
| &partners | 1.77% | Add +174.5% | 177,200 | $12.8M |
| Sovereign Investment Advisors, LLC | 4.41% | Add +0.4% | 176,026 | $12.8M |
| Acorn Wealth Advisors, LLC | 6.67% | Add +8.8% | 175,889 | $12.8M |
| Natixis Advisors, LLC | 0.03% | Add +8.5% | 174,141 | $12.6M |
| Nwam LLC | 1.02% | Reduce -0.9% | 175,486 | $12.6M |
| Aspire Capital Advisors LLC | 4.22% | Add +17.1% | 172,725 | $12.5M |
| Tompkins Financial Corp. | 1.41% | Add +1.4% | 171,067 | $12.4M |
| McKinley Carter Wealth Services, Inc. | 0.82% | Reduce -7.1% | 169,821 | $12.3M |
| Mather Group, Llc. | 0.19% | Reduce -1.2% | 167,417 | $12.3M |
| Mosaic Family Wealth Partners, LLC | 2.02% | Add +19.2% | 169,294 | $12.3M |
| Courier Capital LLC | 0.89% | Add +2.3% | 169,009 | $12.3M |
| Breakwater Investment Management | 5.61% | — | 167,808 | $12.2M |
| Rebalance, LLC | 0.99% | Add +7.0% | 166,517 | $12.1M |
| PDS Planning, Inc | 1.27% | Add +1.5% | 166,115 | $12.1M |
| Smith & Howard Wealth Management, LLC | 3.66% | Add +42.2% | 163,119 | $11.8M |
| Hart & Patterson Financial Group LLC | 5.86% | Reduce -37.7% | 162,845 | $11.8M |
| Blume Capital Management, Inc. | 2.88% | Add +0.1% | 162,743 | $11.8M |
| Gould Capital, LLC | 8.29% | Add +9.1% | 161,914 | $11.8M |
| Continuum Advisory, LLC | 1.76% | Reduce -2.4% | 164,181 | $11.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 161,270 | $11.7M |
| Stratos Wealth Advisors, LLC | 0.69% | Add +482.3% | 160,445 | $11.7M |
| Bristlecone Advisors, LLC | 1.00% | Add +144.8% | 156,260 | $11.3M |
| Executive Wealth Group LLC | 2.35% | Add +200.2% | 155,215 | $11.3M |
| Sightline Wealth Advisors, LLC | 7.36% | Add +45.7% | 153,941 | $11.2M |
| Farther Finance Advisors, LLC | 0.68% | Add +10.1% | 154,555 | $11.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 4.58% | Add +20.9% | 152,807 | $11.1M |
| Level Four Advisory Services, LLC | 0.60% | Add +3.2% | 149,406 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -3.6% | 149,625 | $10.9M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -3.6% | 149,625 | $10.9M |
| National Bank of Canada | 0.02% | Add +70.6% | 151,180 | $10.8M |
| Vectors Research Management, LLC | 3.00% | Add +153.3% | 146,269 | $10.6M |
| Tobias Financial Advisors, Inc. | 2.40% | Reduce -0.5% | 145,775 | $10.6M |
| Pathstone Holdings, LLC | 0.05% | Add +2.5% | 143,466 | $10.4M |
| SVB Wealth LLC | 0.23% | Reduce -15.5% | 143,281 | $10.4M |
| Washington Trust Bank | 0.99% | Reduce -49.2% | 142,608 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +63.7% | 142,159 | $10.3M |
| Fonville Wealth Management LLC | 4.57% | Add +16.1% | 141,882 | $10.3M |
| Perigon Wealth Management, LLC | 0.31% | Reduce -54.0% | 141,769 | $10.3M |
| FIL Ltd | 0.01% | Add +11.1% | 141,230 | $10.3M |
| Bank of Montreal | 0.00% | Reduce -37.9% | 139,316 | $10.1M |
| Souders Financial Advisors | 1.60% | Add +29.4% | 139,353 | $10.1M |
| Wela Strategies, Inc. | 4.74% | Add +10.9% | 138,059 | $10.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.07% | Add +13.8% | 137,738 | $10.0M |
| Broadview Financial Management, LLC | 7.22% | Reduce 0.0% | 136,565 | $9.9M |
| Main Management LLC | 0.85% | Reduce -0.2% | 136,547 | $9.9M |
| First Heartland Consultants, Inc. | 1.03% | Reduce -25.8% | 136,136 | $9.9M |
| United Services Automobile Association | 0.24% | Reduce -15.3% | 135,450 | $9.8M |
| Chicago Partners Investment Group LLC | 0.42% | Add +35.5% | 138,040 | $9.8M |
| Cornerstone Wealth Management, LLC | 0.79% | Reduce -1.4% | 134,820 | $9.8M |
| Eagle Strategies LLC | 2.17% | New | 134,763 | $9.8M |
| Petix & Botte Co | 2.40% | Reduce -46.3% | 132,923 | $9.7M |
| Legacy PCG, LLC | 6.00% | Add +6.2% | 131,660 | $9.6M |
| PFG Advisors | 0.70% | Add +33.5% | 131,522 | $9.6M |
| TD Private Client Wealth LLC | 0.31% | Reduce -10.0% | 131,207 | $9.5M |
| Certus Wealth Management, LLC | 7.57% | Add +13.3% | 133,379 | $9.5M |
| AE Wealth Management LLC | 0.11% | Reduce -68.3% | 130,956 | $9.5M |
| Karpus Management, Inc. | 0.27% | Reduce -36.5% | 130,453 | $9.5M |
| FMR LLC | 0.00% | Add +252.7% | 130,111 | $9.4M |
| Mayflower Financial Advisors, LLC | 1.57% | Add +8.8% | 129,237 | $9.4M |
| Fairview Capital Investment Management, LLC | 0.53% | Add +9.4% | 129,122 | $9.4M |
| Arbor Investment Advisors, LLC | 1.36% | Add +12.2% | 128,255 | $9.3M |
| Schwallier Wealth Management LLC | 7.47% | Reduce -18.2% | 127,666 | $9.3M |
| BOK Financial Private Wealth, Inc. | 0.69% | Add +1.9% | 127,614 | $9.3M |
| Main Line Retirement Advisors, LLC | 7.23% | Add +8.5% | 126,558 | $9.2M |
| FirstPurpose Wealth LLC | 3.32% | Add +4.9% | 128,649 | $9.1M |
| Sugarloaf Wealth Management, LLC | 1.89% | Reduce -0.0% | 125,388 | $9.1M |
| Wrenne Financial Planning LLC | 6.71% | Add +47.7% | 124,877 | $9.1M |
| Prepared Retirement Institute LLC | 6.72% | Add +33.7% | 124,028 | $9.0M |
| Glenview Trust Co | 0.19% | Add +223.7% | 123,883 | $9.0M |
| Exencial Wealth Advisors, LLC | 0.33% | Reduce -5.5% | 123,256 | $9.0M |
| Snowden Capital Advisors LLC | 0.28% | Add +1111.4% | 121,707 | $8.8M |
| Cadence Bank | 0.64% | Add +37.7% | 121,011 | $8.8M |
| Connecticut Wealth Management, LLC | 0.47% | Reduce -1.9% | 120,610 | $8.8M |
| Global Retirement Partners, LLC | 0.33% | Reduce -64.2% | 120,389 | $8.7M |
| Cibc World Market Inc. | 0.02% | Add +458.2% | 117,187 | $8.5M |
| National Philanthropic Trust | 0.19% | No change | 117,041 | $8.5M |
| Fifth Third Bancorp | 0.03% | Reduce -6.6% | 116,391 | $8.5M |
| 1832 Asset Management L.P. | 0.02% | Reduce -21.4% | 116,155 | $8.4M |
| Staley Capital Advisers Inc. | 0.39% | Add +13.6% | 115,946 | $8.4M |
| Bouchey Financial Group, Ltd. | 0.83% | Reduce -3.4% | 115,683 | $8.4M |
| Soltis Investment Advisors LLC | 0.94% | Reduce -30.0% | 115,191 | $8.4M |
| Mutual Advisors, LLC | 0.27% | Add +17.4% | 113,981 | $8.3M |
| Spire Wealth Management | 0.15% | Reduce -23.5% | 112,350 | $8.2M |
| Lincoln National Corp. | 0.13% | Add +30.1% | 110,974 | $8.1M |
| Dynamic Wealth Strategies, LLC | 6.88% | Add +1.0% | 110,923 | $8.1M |
| Darrow Company, Inc. | 5.25% | Reduce -7.3% | 110,501 | $8.0M |
| Pillar Wealth Advisors, LLC | 6.00% | Add +4.3% | 109,422 | $7.9M |
| Providence First Trust Co | 3.44% | Add +28.1% | 109,324 | $7.9M |
| Retirement Capital Strategies | 3.21% | Add +5.8% | 108,231 | $7.9M |
| Luminvest Wealth Management LLC | 4.92% | Add +9.0% | 105,774 | $7.8M |
| Sterling Investment Management, LLC | 5.50% | Reduce -2.0% | 107,467 | $7.8M |
| Integrated Advisors Network LLC | 0.40% | Reduce -0.2% | 106,889 | $7.8M |
| Modera Wealth Management, LLC | 0.12% | Add +25.9% | 106,812 | $7.8M |
| Franklin Resources Inc. | 0.00% | Add +7.0% | 106,714 | $7.8M |
| Silver Oak Securities, Incorporated | 1.19% | Reduce -15.6% | 106,661 | $7.7M |
| FPC Investment Advisory, Inc. | 7.59% | — | 108,820 | $7.7M |
| SJS Investment Consulting Inc. | 1.53% | Add +18.7% | 105,530 | $7.7M |
| Sanctuary Wealth Management, L.L.C. | 6.19% | Add +115.5% | 104,672 | $7.6M |
| Innealta Capital, LLC | 3.20% | Add +105.5% | 104,405 | $7.6M |
| Coldstream Capital Management Inc. | 0.19% | Add +2.5% | 104,316 | $7.6M |
| Motley Fool Wealth Management, LLC | 0.39% | Add +15.5% | 103,707 | $7.5M |
| SOL Capital Management CO | 0.94% | Add +7.8% | 102,410 | $7.4M |
| Cambria Investment Management, L.P. | 0.44% | Reduce -34.7% | 102,120 | $7.4M |
| Tanager Wealth Management LLP | 1.19% | Add +4.4% | 101,658 | $7.4M |
| Deseret Mutual Benefit Administrators | 3.69% | Add +99.5% | 101,560 | $7.4M |
| Associated Banc-Corp | 0.23% | Add +3.9% | 100,754 | $7.3M |
| Cibc World Markets Corp. | 0.05% | Add +522.1% | 99,927 | $7.3M |
| Values Added Financial LLC | 5.58% | Reduce -4.0% | 98,438 | $7.1M |
| Zacks Investment Management | 0.07% | Add +1884.0% | 96,560 | $7.0M |
| Bfsg, LLC | 0.92% | Add +16.8% | 95,903 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -12.1% | 94,361 | $6.9M |
| Sage Rhino Capital LLC | 1.62% | Add +7.0% | 94,338 | $6.9M |
| Horizons Wealth Management | 4.45% | No change | 92,424 | $6.8M |
| Oceanside Advisors LLC | 5.59% | Add +1.5% | 93,015 | $6.8M |
| Simplicity Wealth,LLC | 0.16% | Add +1874.2% | 92,233 | $6.7M |
| SigFig Wealth Management, LLC | 0.25% | Add +4.4% | 92,245 | $6.7M |
| Triumph Capital Management | 2.72% | Add +19.9% | 92,514 | $6.7M |
| Beacon Investment Advisory Services, Inc. | 0.29% | Add +9.0% | 91,488 | $6.6M |
| Agilis Partners LLC | 1.68% | Add +2.3% | 90,876 | $6.6M |
| Motive Wealth Advisors | 3.98% | Add +41.4% | 90,491 | $6.6M |
| Trellis Wealth Advisors LLC | 3.71% | Add +8.5% | 90,442 | $6.6M |
| RE Dickinson Investment Advisors, LLC | 4.08% | Add +53.2% | 89,727 | $6.5M |
| Reitz Capital Advisors LLC | 11.72% | No change | 88,532 | $6.5M |
| Zeit Capital LLC | 5.25% | Add +22.6% | 89,551 | $6.5M |
| Sound View Wealth Advisors Group, LLC | 0.69% | Add +1124.5% | 89,439 | $6.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.18% | Add +4.2% | 87,197 | $6.3M |
| Townsquare Capital LLC | 0.09% | Reduce -66.9% | 86,971 | $6.3M |
| Sarasin & Partners LLP | 0.06% | Add +20.8% | 86,016 | $6.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.50% | New | 85,900 | $6.2M |
| Powers Advisory Group, LLC | 3.56% | Add +8.2% | 85,839 | $6.2M |
| PFW Advisors LLC | 1.90% | Add +22.3% | 85,502 | $6.2M |
| FMA Wealth Management, LLC | 5.10% | Add +3.4% | 84,772 | $6.2M |
| ETF Portfolio Partners, Inc. | 1.95% | Add +1.1% | 84,753 | $6.2M |
| Azimuth Capital Investment Management LLC | 0.25% | Add +8.2% | 84,610 | $6.1M |
| IFP Advisors, Inc | 0.27% | Add +13.4% | 85,982 | $6.1M |
| Lansing Street Advisors | 2.70% | Add +15.4% | 82,675 | $6.0M |
| New Covenant Trust Company, N.A. | 5.99% | — | 82,474 | $6.0M |
| Bleakley Financial Group, LLC | 0.17% | Add +13.6% | 82,104 | $6.0M |
| Altura Wealth Advisors Inc. | 7.01% | Add +851.6% | 82,040 | $6.0M |
| Wealthspire Retirement, LLC | 0.51% | Add +19.8% | 81,861 | $5.9M |
| SlateStone Wealth, LLC | 0.60% | Add +2.7% | 81,632 | $5.9M |
| Independent Advisor Alliance | 0.21% | Reduce -30.4% | 81,551 | $5.9M |
| Park Avenue Securities LLC | 0.08% | Reduce -2.7% | 81,333 | $5.9M |
| Okabena Investment Services Inc. | 1.96% | Add +162.6% | 81,077 | $5.9M |
| Rathbones Group PLC | 0.03% | Add +1.6% | 80,414 | $5.8M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -49.0% | 80,098 | $5.8M |
| Elm Partners Management LLC | 0.46% | Reduce -51.5% | 79,658 | $5.8M |
| Old Port Advisors | 1.77% | Add +20.0% | 79,649 | $5.8M |
| Capital Investment Services of America, Inc. | 0.56% | Reduce -0.2% | 79,630 | $5.8M |
| Keystone Financial Group | 0.85% | Add +2.1% | 79,508 | $5.8M |
| Legacy Financial Group LLC | 1.15% | Add +1187.5% | 78,226 | $5.7M |
| Motiv8 Investments LLC | 4.39% | Add +29.0% | 77,734 | $5.6M |
| WealthCollab, LLC | 4.12% | Add +2.4% | 76,914 | $5.6M |
| Curran Financial Partners, LLC | 1.94% | Add +3.7% | 76,908 | $5.6M |
| Shelter Mutual Insurance Co | 1.43% | No change | 76,583 | $5.6M |
| Stephen J. Garry & Associates, LLC | 5.76% | Add +4.1% | 76,582 | $5.6M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +14.8% | 76,141 | $5.5M |
| Prospera Financial Services Inc | 0.16% | Add +4.2% | 75,902 | $5.5M |
| Fisher Asset Management | 0.00% | Add +3.0% | 75,450 | $5.5M |
| Greenspring Advisors, LLC | 1.33% | Add +7.4% | 73,072 | $5.3M |
| Deutsche Bank AG | 0.00% | Add +16.1% | 73,010 | $5.3M |
| Grove Bank & Trust | 0.89% | Add +12.0% | 72,741 | $5.3M |
| Dynasty Wealth Management, LLC | 0.17% | — | 72,601 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Reduce -27.8% | 72,231 | $5.2M |
| Parallel Advisors, LLC | 0.14% | Reduce -2.8% | 71,809 | $5.2M |
| Fortis Advisors, LLC | 3.48% | Reduce -0.2% | 71,572 | $5.2M |
| Quattro Financial Advisors LLC | 1.45% | Add +94643.2% | 70,110 | $5.1M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -18.3% | 69,926 | $5.1M |
| Trek Financial, LLC | 0.40% | Add +480.3% | 69,665 | $5.1M |
| Modern Wealth Management, LLC | 0.47% | Add +7.8% | 69,428 | $5.0M |
| Market Street Wealth Management Advisors LLC | 0.88% | Reduce -2.5% | 69,263 | $5.0M |
| Hamilton Wealth, LLC | 1.56% | Reduce -2.7% | 68,950 | $5.0M |
| Proffitt & Goodson Inc. | 0.89% | Add +9.4% | 68,865 | $5.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +7.7% | 68,835 | $5.0M |
| GoalFusion Wealth Management, LLC | 3.18% | Add +39.9% | 68,679 | $5.0M |
| City State Bank | 2.20% | Add +27.8% | 68,658 | $5.0M |
| Centurion Wealth Management LLC | 1.97% | Add +42.0% | 68,647 | $5.0M |
| Dogwood Wealth Management LLC | 3.36% | Add +13.1% | 68,365 | $5.0M |
| NEOS Investment Management LLC | 0.31% | Add +73.2% | 68,175 | $4.9M |
| Apexium Financial, LP | 0.37% | Add +4.4% | 67,732 | $4.9M |
| Diversified Portfolios, Inc. | 0.69% | Reduce -7.1% | 67,535 | $4.9M |
| Commonwealth Retirement Investments LLC | 2.31% | Add +2.9% | 66,623 | $4.8M |
| UMB Bank, n.a. | 0.08% | Reduce -8.5% | 66,173 | $4.8M |
| Liberty Capital Management, Inc. | 1.17% | Add +3.0% | 65,460 | $4.8M |
| Stephens Inc. | 0.07% | Add +51.5% | 65,206 | $4.7M |
| Taylor Hoffman Wealth Management | 2.00% | Reduce -5.7% | 64,897 | $4.7M |
| Wunderlich Capital Managemnt | 2.12% | Reduce -5.8% | 64,868 | $4.7M |
| Foster & Motley Inc. | 0.32% | Add +2.5% | 64,700 | $4.7M |
| Summit X, LLC | 1.20% | Add +5.1% | 64,597 | $4.7M |
| Commerce Bank | 0.03% | Add +18.5% | 64,133 | $4.7M |
| Cambridge Associates LLC /Ma/ | 0.25% | Add +46.8% | 63,457 | $4.6M |
| Mma Asset Management LLC | 2.17% | Add +0.0% | 64,545 | $4.6M |
| Patten Group, Inc. | 1.12% | Add +7.5% | 62,866 | $4.6M |
| Balentine LLC | 0.14% | Add +22.4% | 62,335 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -6.3% | 62,296 | $4.5M |
| Regions Financial Corp. | 0.03% | Reduce -11.6% | 61,781 | $4.5M |
| Baldwin Wealth Partners LLC | 0.34% | Add +0.9% | 61,586 | $4.5M |
| Estate Counselors, LLC | 0.51% | Reduce -84.9% | 60,970 | $4.4M |
| Hall Kathryn A. | 1.02% | No change | 60,679 | $4.4M |
| Argent Trust Co | 0.20% | Reduce -1.0% | 60,665 | $4.4M |
| Bay Rivers Group | 2.42% | Add +67.2% | 60,594 | $4.4M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -15.6% | 60,230 | $4.4M |
| Rothschild Wealth LLC | 1.53% | — | 59,922 | $4.4M |
| Plan Group Financial, LLC | 2.85% | Add +15.6% | 59,767 | $4.3M |
| Ballentine Partners, LLC | 0.08% | Reduce -9.1% | 59,700 | $4.3M |
| Farrell Financial LLC | 3.54% | Add +4.9% | 59,457 | $4.3M |
| Hancock Whitney Corp. | 0.15% | Reduce -0.6% | 59,157 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +12.5% | 58,726 | $4.3M |
| Cahill Wealth Management, LLC | 2.47% | Reduce -6.3% | 58,412 | $4.2M |
| MainStreet Investment Advisors LLC | 0.50% | Reduce -2.3% | 57,109 | $4.1M |
| Arete Wealth Advisors, LLC | 0.38% | Reduce -4.5% | 57,033 | $4.1M |
| Treynor Bancshares, Inc. | 2.38% | Reduce -1.0% | 56,481 | $4.1M |
| One Degree Advisors Inc | 2.04% | Reduce -0.4% | 56,450 | $4.1M |
| Roger Wittlin Investment Advisory, LLC | 2.87% | Reduce -16.6% | 56,289 | $4.1M |
| EWG Elevate Inc. | 1.55% | New | 55,999 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +4.8% | 55,124 | $4.0M |
| First Horizon Advisors, Inc. | 0.12% | Add +1.4% | 54,901 | $4.0M |
| REDW Wealth LLC | 1.07% | Reduce -4.4% | 54,737 | $4.0M |
| David Kennon Inc | 1.70% | Reduce -4.6% | 54,703 | $4.0M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Reduce -16.6% | 54,279 | $3.9M |
| Compound Planning, Inc. | 0.36% | Add +1143.7% | 53,589 | $3.9M |
| Applied Capital LLC | 2.31% | Reduce -39.5% | 53,540 | $3.9M |
| Lantern Wealth Advisors, LLC | 2.72% | Add +1.9% | 53,257 | $3.9M |
| WMG Financial Advisors, LLC | 2.20% | Add +37.6% | 52,990 | $3.8M |
| Herold Advisors, Inc. | 0.93% | Add +1.7% | 52,930 | $3.8M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -90.3% | 52,281 | $3.8M |
| Summit Wealth Partners, LLC | 0.80% | Add +6.0% | 51,719 | $3.8M |
| Lodestone Wealth Management LLC | 1.97% | Add +0.1% | 51,690 | $3.8M |
| Human Investing LLC | 0.75% | Reduce -1.8% | 51,360 | $3.7M |
| Cascade Financial Partners, LLC | 0.54% | — | 52,156 | $3.7M |
| Keel Point, LLC | 0.38% | Add +31.5% | 51,018 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Add +63.0% | 50,866 | $3.7M |
| C M Bidwell & Associates Ltd. | 2.51% | Add +6.2% | 50,819 | $3.7M |
| William Howard & Co Financial Advisors Inc | 3.46% | — | 50,760 | $3.7M |
| Prudential PLC | 0.03% | Reduce -0.2% | 50,660 | $3.7M |
| Addison Capital Co | 1.81% | Add +525.7% | 50,257 | $3.7M |
| Focus Financial Network, Inc. | 0.18% | — | 51,607 | $3.6M |
| Avior Wealth Management, LLC | 0.17% | Reduce -1.0% | 49,904 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.14% | — | 49,627 | $3.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.16% | Add +550.9% | 49,585 | $3.6M |
| Stone Summit Wealth LLC | 1.23% | Add +23.8% | 48,843 | $3.5M |
| Bank of Nova Scotia | 0.01% | New | 48,121 | $3.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.47% | Reduce -77.1% | 48,062 | $3.5M |
| Sebold Capital Management, Inc. | 2.35% | Add +11.3% | 47,940 | $3.5M |
| Haverford Trust Co | 0.04% | Reduce -4.9% | 47,870 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.40% | Reduce -1.9% | 47,823 | $3.5M |
| Rehmann Capital Advisory Group | 0.26% | Add +3.1% | 47,719 | $3.5M |
| Heritage Wealth Management, Inc. | 3.42% | Add +19.4% | 47,369 | $3.4M |
| Valeo Financial Advisors, LLC | 0.12% | Add +66.6% | 48,409 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -40.7% | 47,144 | $3.4M |
| Total Wealth Planning, LLC | 0.58% | Reduce -3.7% | 46,800 | $3.4M |
| Consilio Wealth Advisors, LLC | 1.59% | Add +5.5% | 46,718 | $3.4M |
| Clarus Wealth Advisors | 1.92% | Add +1.0% | 47,689 | $3.4M |
| Forum Private Client Group LLC | 1.64% | Reduce -7.7% | 46,546 | $3.4M |
| Ellenbecker Investment Group | 0.71% | Add +8.4% | 46,307 | $3.4M |
| AEGON USA Investment Management, LLC | 3.44% | Reduce -2.0% | 45,834 | $3.3M |
| Worth Asset Management, LLC | 2.04% | Add +15.0% | 45,583 | $3.3M |
| Narus Financial Partners, LLC | 1.41% | Add +11.4% | 45,566 | $3.3M |
| NYL Investors LLC | 0.12% | Add +9.1% | 45,400 | $3.3M |
| Frank, Rimerman Advisors LLC | 0.63% | No change | 45,326 | $3.3M |
| Strategic Financial Concepts, LLC | 0.79% | Add +101.8% | 45,165 | $3.3M |
| Cutler Investment Counsel LLC | 0.44% | Add +30.6% | 44,831 | $3.3M |
| Advisory Services Network, LLC | 0.07% | Add +18.6% | 44,800 | $3.3M |
| Jordan Park Group LLC | 0.21% | Reduce -51.8% | 44,655 | $3.2M |
| Sowell Financial Services LLC | 0.15% | Add +12.2% | 43,525 | $3.2M |
| Mountain Pacific Investment Advisers LLC | 0.18% | Reduce -7.9% | 43,479 | $3.2M |
| Trust Co. of Vermont | 0.18% | Add +4.8% | 43,381 | $3.2M |
| Western Wealth Management, LLC | 0.24% | Reduce -5.8% | 42,869 | $3.1M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +6.0% | 42,802 | $3.1M |
| Brooklyn FI, LLC | 1.27% | Add +14.5% | 42,477 | $3.1M |
| Forbes Financial Planning, Inc. | 2.65% | Add +35.4% | 42,440 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +17.8% | 42,207 | $3.1M |
| Gould Asset Management LLC | 0.74% | Reduce -3.8% | 42,176 | $3.1M |
| Private Capital Management LLC | 0.67% | Add +12.9% | 42,047 | $3.1M |
| Wealth Architects, LLC | 0.40% | Add +3.2% | 41,813 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Add +41.3% | 42,346 | $3.0M |
| Exchange Bank | 2.48% | Add +6.8% | 41,478 | $3.0M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +25.7% | 40,473 | $2.9M |
| Pinnacle Bancorp, Inc. | 0.87% | Add +9.0% | 40,451 | $2.9M |
| Wiser Advisor Group LLC | 4.59% | Reduce -4.2% | 40,342 | $2.9M |
| Elevated Capital Advisors, LLC | 0.84% | Reduce -1.3% | 40,285 | $2.9M |
| WealthShield Partners, LLC | 0.47% | Add +72.2% | 40,122 | $2.9M |
| National Wealth Management Group, LLC | 2.27% | Reduce -6.7% | 40,104 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -96.5% | 39,765 | $2.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.3% | 39,237 | $2.8M |
| Balanced Rock Investment Advisors LLC | 2.43% | Reduce -4.7% | 39,204 | $2.8M |
| SignalPoint Asset Management, LLC | 0.78% | Add +503.3% | 39,073 | $2.8M |
| PAX Financial Group, LLC | 0.57% | Reduce -5.4% | 38,762 | $2.8M |
| Flagship Private Wealth, LLC | 1.81% | Reduce -8.5% | 38,583 | $2.8M |
| Reston Wealth Management LLC | 1.11% | Add +3.8% | 37,585 | $2.7M |
| Lebenthal Global Advisors, LLC | 0.61% | Reduce -1.3% | 37,545 | $2.7M |
| Bokf, NA | 0.05% | Add +2.2% | 37,755 | $2.7M |
| Delta Asset Management LLC | 0.24% | Reduce -2.6% | 37,351 | $2.7M |
| Single Point Partners, LLC | 0.63% | Add +10.6% | 37,273 | $2.7M |
| RW Investment Management LLC | 0.38% | New | 37,164 | $2.7M |
| Summit Financial, LLC | 0.16% | Reduce -33.8% | 37,080 | $2.7M |
| Chesley Taft & Associates LLC | 0.14% | Add +9.0% | 37,050 | $2.7M |
| Cwm, LLC | 0.01% | Add +55.9% | 36,934 | $2.7M |
| Aptus Capital Advisors, LLC | 0.06% | Add +173.6% | 36,797 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +23.8% | 36,569 | $2.7M |
| Security Financial Services, INC. | 0.60% | Add +0.4% | 36,527 | $2.7M |
| Cobblestone Capital Advisors LLC | 0.17% | Reduce -43.1% | 36,452 | $2.6M |
| Saxony Capital Management, LLC | 3.17% | Add +9.0% | 36,239 | $2.6M |
| Nvwm, LLC | 0.71% | Reduce -2.8% | 35,563 | $2.6M |
| Csenge Advisory Group | 0.14% | Reduce -13.6% | 35,552 | $2.6M |
| First Personal Financial Services | 0.59% | Reduce -3.0% | 35,259 | $2.6M |
| W.H. Cornerstone Investments Inc. | 1.83% | Reduce -14.8% | 35,058 | $2.5M |
| Janney Capital Management LLC | 0.17% | Reduce -1.6% | 35,003 | $2.5M |
| Coordinated Financial Services, Inc. | 2.23% | — | 34,660 | $2.5M |
| Howard Capital Management, LLC | 0.27% | Reduce -4.7% | 34,579 | $2.5M |
| Wealth Advisory Solutions, LLC | 0.65% | Add +8.8% | 34,543 | $2.5M |
| Frontier Asset Management, LLC | 0.91% | Add +4.9% | 34,249 | $2.5M |
| Independent Financial Group, LLC | 0.11% | Add +30.2% | 34,169 | $2.5M |
| Burns J W & Co. Inc. | 0.35% | Add +0.9% | 34,150 | $2.5M |
| OneAscent Financial Services LLC | 0.27% | Add +12.9% | 34,036 | $2.5M |
| Allegiance Financial Group Advisory Services LLC | 1.01% | Reduce -9.3% | 33,998 | $2.5M |
| PBMares Wealth Management LLC | 0.64% | Add +2.9% | 33,972 | $2.5M |
| Meeder Asset Management Inc. | 0.16% | Reduce -65.6% | 33,885 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -37.2% | 33,865 | $2.5M |
| Founders Financial Securities LLC | 0.26% | Add +27.0% | 33,844 | $2.5M |
| CFO4Life Group, LLC | 0.45% | Add +1.9% | 33,776 | $2.5M |
| Nicolet Bankshares Inc. | 0.51% | Add +12.9% | 33,650 | $2.4M |
| Coston, McIsaac & Partners | 0.78% | Add +15.5% | 33,427 | $2.4M |
| Leeward Financial Partners, LLC | 1.02% | Add +1.2% | 33,323 | $2.4M |
| Evergreen Capital Management LLC | 0.09% | No change | 33,242 | $2.4M |
| Catalyst Financial Partners LLC | 0.62% | Reduce -53.1% | 33,735 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -96.0% | 32,764 | $2.4M |
| Koshinski Asset Management, Inc. | 0.24% | Add +1.5% | 32,681 | $2.4M |
| Foundations Investment Advisors, LLC | 0.06% | Add +5.6% | 32,507 | $2.4M |
| CW Advisors, LLC | 0.04% | Add +1.9% | 32,392 | $2.4M |
| Evensky & Katz LLC | 0.17% | Reduce -0.8% | 32,383 | $2.4M |
| Clear Creek Financial Management, LLC | 0.30% | Reduce -3.4% | 32,002 | $2.3M |
| First PREMIER Bank | 0.61% | Add +10.0% | 31,906 | $2.3M |
| Raymond James Trust N.A. | 0.06% | Reduce -2.1% | 31,819 | $2.3M |
| Mechanics Financial Corp | 1.20% | Add +9.1% | 31,748 | $2.3M |
| Fagan Associates, Inc. | 0.43% | Reduce -0.8% | 31,685 | $2.3M |
| Strategic Investment Advisors / MI | 0.29% | Reduce -46.5% | 31,351 | $2.3M |
| Stage Harbor Financial, LLC | 2.06% | Reduce -16.1% | 31,133 | $2.3M |
| Meritas Wealth Management, LLC | 1.56% | Add +19.6% | 30,926 | $2.2M |
| Waverly Advisors, LLC | 0.05% | Add +292.0% | 30,898 | $2.2M |
| Grayhawk Investment Strategies Inc. | 1.97% | No change | 30,800 | $2.2M |
| Mgo One Seven LLC | 0.12% | Add +5.8% | 30,776 | $2.2M |
| Tandem Wealth Advisors LLC | 1.23% | Reduce -0.3% | 30,765 | $2.2M |
| HT Partners LLC | 0.80% | Add +19.2% | 30,312 | $2.2M |
| Shakespeare Wealth Management, LLC | 0.64% | Reduce -22.1% | 30,274 | $2.2M |
| Barden Capital Management, Inc. | 2.12% | Reduce -14.7% | 30,267 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 30,226 | $2.2M |
| Red Wave Investments LLC | 0.82% | Reduce -10.2% | 30,089 | $2.2M |
| Colony Family Offices, LLC | 0.71% | Add +6.0% | 30,074 | $2.2M |
| Flagstar Securities, Inc. | 0.61% | Reduce -5.0% | 30,053 | $2.2M |
| HB Wealth Management, LLC | 0.03% | Add +0.5% | 30,047 | $2.2M |
| St Germain D J Co. Inc. | 0.11% | Add +30.6% | 29,902 | $2.2M |
| Penobscot Wealth Management | 1.36% | Add +8.4% | 29,614 | $2.2M |
| Crabel Capital Management, LLC | 1.84% | Reduce -58.0% | 29,129 | $2.1M |
| RFP Financial Group LLC | 0.82% | Add +0.5% | 29,079 | $2.1M |
| Continental Investors Services, Inc. | 4.96% | Add +3.1% | 29,137 | $2.1M |
| CGN Advisors LLC | 0.27% | Add +7.0% | 28,772 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +11.3% | 28,838 | $2.1M |
| FC Advisory LLC | 0.76% | Reduce -1.8% | 28,473 | $2.1M |
| Warner Financial, Inc. | 1.03% | Add +15.0% | 28,320 | $2.1M |
| Culbertson A N & Co. Inc. | 0.35% | Reduce -3.8% | 28,254 | $2.1M |
| Moneda S.A. Administradora General de Fondos | 1.15% | No change | 28,250 | $2.1M |
| Hiley Hunt Wealth Management | 1.34% | Add +17.9% | 28,202 | $2.0M |
| Plum Street Advisors, LLC | 1.03% | Add +43.1% | 27,113 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -29.3% | 27,956 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.47% | Reduce -44.4% | 27,922 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.27% | Reduce -18.5% | 27,684 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +6.4% | 27,371 | $2.0M |
| Evanson Asset Management, LLC | 0.15% | Add +0.8% | 27,371 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.42% | Add +2.9% | 27,373 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 1.05% | Add +21.2% | 27,312 | $2.0M |
| Kathleen S. Wright Associates Inc. | 0.93% | Reduce -2.1% | 27,293 | $2.0M |
| Gordian Advisors LLC | 1.82% | Add +0.7% | 27,229 | $2.0M |
| Gateway Wealth Partners, LLC | 0.71% | Add +28.9% | 27,100 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +125.0% | 27,071 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.31% | Reduce -27.7% | 27,017 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.5% | 26,995 | $2.0M |
| First National Bank of Omaha | 0.13% | Reduce -1.7% | 26,607 | $2.0M |
| Bath Savings Trust Co | 0.21% | Reduce -7.0% | 26,717 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -61.7% | 27,710 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +4.4% | 26,545 | $1.9M |
| VestGen Investment Management | 0.58% | Add +4.2% | 26,499 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +82.2% | 26,410 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.72% | Add +20.7% | 26,393 | $1.9M |
| Cape Cod Five Cents Savings Bank | 0.18% | Reduce -9.1% | 26,361 | $1.9M |
| Dunhill Financial, LLC | 1.42% | Add +61362.8% | 26,429 | $1.9M |
| Signal Advisors Wealth, LLC | 0.47% | New | 26,154 | $1.9M |
| Westside Investment Management, Inc. | 0.45% | Reduce -3.3% | 25,908 | $1.9M |
| Retirement Guys Formula LLC | 0.90% | New | 25,493 | $1.9M |
| Ramiah Investment Group | 1.74% | Add +6.0% | 25,474 | $1.9M |
| Capital Insight Partners, LLC | 0.34% | Reduce -3.2% | 25,359 | $1.8M |
| Gray Wealth Management Inc. | 0.82% | Add +18.6% | 25,247 | $1.8M |
| Millennium Management | 0.00% | Add +27.8% | 25,134 | $1.8M |
| DHK Financial Advisors, Inc. | 1.29% | Add +12.6% | 25,048 | $1.8M |
| Scissortail Wealth Management, LLC | 0.48% | New | 24,995 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -20.0% | 24,988 | $1.8M |
| Wealth Group Ltd | 0.56% | Add +5.5% | 25,424 | $1.8M |
| Eley Financial Management, Inc | 0.78% | Reduce -0.7% | 24,967 | $1.8M |
| MN Wealth Advisors, LLC | 1.12% | Reduce -2.3% | 24,964 | $1.8M |
| City Holding Co. | 0.27% | Reduce -2.4% | 24,953 | $1.8M |
| HFG Advisors, Inc. | 1.60% | Add +27.9% | 24,865 | $1.8M |
| Crew Capital Management, Ltd | 1.46% | Reduce -58.5% | 24,758 | $1.8M |
| Eight 31 Financial, LLC | 1.13% | Add +46.2% | 24,700 | $1.8M |
| Eastern Bank | 0.07% | Reduce -19.2% | 24,648 | $1.8M |
| Coppell Advisory Solutions Corp. | 0.34% | — | 24,523 | $1.8M |
| American Financial & Tax Strategies Inc. | 0.95% | Add +35.4% | 24,306 | $1.8M |
| Marotta Asset Management | 0.36% | Add +15.1% | 24,238 | $1.8M |
| New England Private Wealth Advisors LLC | 0.31% | Reduce -9.9% | 24,134 | $1.8M |
| Regis Acquisition Inc. | 1.06% | Reduce -1.8% | 24,048 | $1.7M |
| Wells Financial Advisors INC | 1.18% | Reduce -2.4% | 23,792 | $1.7M |
| Straight Path Wealth Management | 0.96% | Add +0.8% | 23,565 | $1.7M |
| Blair William & Co. | 0.01% | Add +8.5% | 23,449 | $1.7M |
| Greenleaf Trust | 0.02% | No change | 23,188 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +0.5% | 23,041 | $1.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.7% | 22,915 | $1.7M |
| Source Financial Advisors LLC | 0.50% | Reduce -34.7% | 22,824 | $1.7M |
| Great Lakes Retirement, Inc. | 0.24% | Reduce -9.2% | 22,683 | $1.6M |
| Constant Guidance Financial LLC | 1.51% | Reduce -74.0% | 22,840 | $1.6M |
| Pinkerton Wealth, LLC | 0.26% | New | 22,570 | $1.6M |
| Cumberland Partners Ltd | 0.12% | Reduce -6.8% | 22,515 | $1.6M |
| Private Trust Co. NA | 0.18% | Reduce -52.1% | 22,504 | $1.6M |
| Cardiff Park Advisors, LLC | 0.15% | Reduce -3.7% | 22,285 | $1.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | Reduce -2.2% | 22,210 | $1.6M |
| TFC Financial Management, Inc. | 0.29% | Add +9.2% | 22,208 | $1.6M |
| Capital Square, LLC | 1.14% | New | 22,188 | $1.6M |
| Washington Trust Advisors, Inc. | 0.15% | Add +4.8% | 22,092 | $1.6M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -6.8% | 21,907 | $1.6M |
| Centaurus Financial, Inc. | 0.11% | Add +22.2% | 21,798 | $1.6M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -64.0% | 21,789 | $1.6M |
| Power Wealth Management LLC | 0.99% | Reduce -5.7% | 21,788 | $1.6M |
| Integrity Wealth Solutions LLC | 1.03% | Add +1.0% | 21,735 | $1.6M |
| Lifeworks Advisors, LLC | 0.44% | Add +40.4% | 21,731 | $1.6M |
| Acas, LLC | 1.52% | Reduce -1.4% | 21,612 | $1.6M |
| Seldon Capital LP | 0.95% | No change | 21,582 | $1.6M |
| Boston Family Office LLC | 0.11% | Reduce -2.0% | 21,510 | $1.6M |
| Parkside Advisors LLC | 0.40% | New | 21,286 | $1.5M |
| TCI Wealth Advisors, Inc. | 0.15% | Add +49.0% | 21,190 | $1.5M |
| Financial Insights, Inc. | 0.44% | Reduce -8.2% | 21,181 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Reduce -35.8% | 21,046 | $1.5M |
| Tenret Co LLC | 1.08% | Add +2.6% | 21,004 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -9.1% | 20,954 | $1.5M |
| Bell Investment Advisors, Inc | 0.30% | Reduce -10.8% | 20,862 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -17.6% | 20,803 | $1.5M |
| Lion Street Advisors, LLC | 0.61% | No change | 20,422 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +3.0% | 20,660 | $1.5M |
| Trust Point Inc. | 0.12% | Reduce -11.3% | 20,593 | $1.5M |
| Empower Advisory Group, LLC | 0.01% | Reduce -92.1% | 20,440 | $1.5M |
| Apeiron RIA LLC | 0.43% | Add +3.8% | 20,403 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -58.3% | 20,198 | $1.5M |
| Kingfisher Capital LLC | 0.36% | Reduce -3.3% | 20,189 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Add +12.9% | 20,147 | $1.5M |
| One Wealth Map LLC | 0.97% | Reduce -12.8% | 20,641 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.75% | Add +246.8% | 20,124 | $1.5M |
| Seven Mile Advisory | 1.11% | Add +5.3% | 20,076 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.54% | Add +6.6% | 19,885 | $1.4M |
| Willow Creek Wealth Management Inc. | 0.17% | Reduce -13.4% | 19,858 | $1.4M |
| First American Trust, FSB | 0.15% | Reduce -87.5% | 19,783 | $1.4M |
| Icon Wealth Advisors, LLC | 0.13% | Reduce -14.6% | 19,737 | $1.4M |
| International Assets Investment Management, LLC | 0.15% | Reduce -4.4% | 19,913 | $1.4M |
| Compass Ion Advisors, LLC | 0.21% | Add +6.2% | 19,715 | $1.4M |
| Arkadios Wealth Advisors | 0.11% | Add +3.5% | 19,596 | $1.4M |
| First United Bank & Trust | 0.52% | Add +6.6% | 19,206 | $1.4M |
| Wealth Group, Ltd. | 1.04% | — | 18,990 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +100.9% | 18,983 | $1.4M |
| OLIO Financial Planning | 0.58% | No change | 18,680 | $1.4M |
| Independent Wealth Network Inc. | 0.64% | Add +1.9% | 18,871 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +0.3% | 18,531 | $1.3M |
| World Investment Advisors | 0.19% | Reduce -34.0% | 18,402 | $1.3M |
| StoneX Group Inc. | 0.12% | Reduce -3.9% | 18,252 | $1.3M |
| Jacobi Capital Management LLC | 0.12% | Add +12.6% | 18,222 | $1.3M |
| Berger Financial Group, Inc | 0.11% | Reduce -34.9% | 18,101 | $1.3M |
| Altiora Financial Group, LLC | 0.36% | Add +15.0% | 18,039 | $1.3M |
| Family Wealth Partners, LLC | 0.74% | Reduce -19.7% | 17,983 | $1.3M |
| Red Tortoise LLC | 0.73% | Add +0.5% | 17,975 | $1.3M |
| Mayport, LLC | 0.50% | Reduce -20.1% | 17,967 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -1.7% | 17,863 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +3.6% | 17,734 | $1.3M |
| Meridian Wealth Partners, LLC | 0.23% | Reduce -6.3% | 17,684 | $1.3M |
| Financial Strategies Group, Inc. | 0.35% | Add +47.4% | 17,864 | $1.3M |
| Hill Investment Group Partners, LLC | 0.18% | Reduce -5.9% | 17,427 | $1.3M |
| Cedar Brook Financial Partners, LLC | 0.25% | Reduce -18.5% | 17,415 | $1.3M |
| Rothschild Capital Partners, LLC | 0.37% | Add +12.1% | 17,408 | $1.3M |
| M Holdings Securities, Inc. | 0.21% | Reduce -40.4% | 17,274 | $1.3M |
| Fermata Advisors, LLC | 0.28% | Reduce -20.3% | 17,247 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +96.3% | 17,154 | $1.2M |
| Howard Wealth Management, LLC | 1.01% | Add +4.8% | 17,109 | $1.2M |
| WealthCare Investment Partners, LLC | 0.60% | Add +6.4% | 17,049 | $1.2M |
| Two Sigma Securities, LLC | 0.06% | New | 17,047 | $1.2M |
| FSA Wealth Management LLC | 0.54% | No change | 17,043 | $1.2M |
| Life Planning Partners, Inc | 1.23% | Add +9.4% | 16,970 | $1.2M |
| Ted Buchan & Co | 0.75% | New | 16,920 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -39.1% | 16,916 | $1.2M |
| Ascent Group, LLC | 0.11% | Add +6.5% | 16,912 | $1.2M |
| MBA Advisors LLC | 0.63% | Reduce -5.8% | 16,741 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.13% | New | 16,718 | $1.2M |
| Moneco Advisors, LLC | 0.19% | Reduce -1.5% | 16,706 | $1.2M |
| Archer Investment Corp | 0.36% | Add +6.9% | 16,605 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -24.0% | 16,576 | $1.2M |
| First Citizens Financial Corp | 0.71% | Add +1.0% | 16,531 | $1.2M |
| Endowment Wealth Management, Inc. | 0.90% | Add +26.0% | 16,496 | $1.2M |
| My Personal CFO, LLC | 0.69% | Add +1.1% | 16,470 | $1.2M |
| Williams & Novak, LLC | 1.36% | No change | 16,250 | $1.2M |
| Legacy Financial Strategies, LLC | 0.31% | Add +0.0% | 16,426 | $1.2M |
| BCGM Wealth Management, LLC | 0.43% | Add +5.3% | 16,421 | $1.2M |
| Torray Investment Partners LLC | 0.18% | Add +15.3% | 16,325 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 16,320 | $1.2M |
| Wealthstream Advisors, Inc. | 0.45% | Add +33.2% | 16,239 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -4.6% | 16,206 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +50.5% | 16,170 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +6.8% | 16,164 | $1.2M |
| Pacific Wealth Strategies Group, Inc. | 0.98% | Add +61.3% | 16,089 | $1.2M |
| Private Client Services, LLC | 0.78% | Add +29.8% | 16,063 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.66% | Add +55.9% | 16,044 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.28% | Reduce -13.7% | 15,777 | $1.1M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -34.4% | 15,727 | $1.1M |
| Investment Advisory Group, LLC | 0.47% | Add +11.8% | 15,553 | $1.1M |
| VERITY Wealth Advisors | 0.86% | Reduce -16.8% | 15,418 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +5.7% | 15,369 | $1.1M |
| Annapolis Financial Services, LLC | 0.37% | Reduce -6.8% | 15,359 | $1.1M |
| Tillman Hartley LLC | 0.38% | Add +1.9% | 15,309 | $1.1M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -36.7% | 15,181 | $1.1M |
| Bromfield Sneider Wealth Advisors | 0.68% | Add +4.6% | 15,111 | $1.1M |
| Burton Enright Welch | 0.26% | Reduce -16.3% | 15,019 | $1.1M |
| Sterling Financial Planning, Inc. | 0.44% | Reduce -23.7% | 15,015 | $1.1M |
| Root Financial Partners, LLC | 0.32% | Reduce -2.2% | 14,983 | $1.1M |
| BTS Asset Management, Inc. | 0.90% | Reduce -33.3% | 14,963 | $1.1M |
| Fort Henry Capital, LLC | 0.80% | Add +15.1% | 14,979 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -35.2% | 14,692 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.21% | Reduce -4.5% | 14,609 | $1.1M |
| Arrow Financial Corp | 0.10% | Reduce -11.1% | 14,552 | $1.1M |
| Hemington Wealth Management | 0.38% | Add +6.0% | 14,507 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -52.9% | 14,359 | $1.0M |
| American Capital Advisory, LLC | 0.91% | Add +133.6% | 14,123 | $1.0M |
| MorganRosel Wealth Management, LLC | 0.37% | Add +106.8% | 14,287 | $1.0M |
| Heritage Financial Services, LLC | 0.15% | Reduce -22.8% | 14,165 | $1.0M |
| Caldwell Trust Co | 0.12% | Add +14.2% | 14,109 | $1.0M |
| Aspire Private Capital, LLC | 0.27% | Add +27.4% | 14,039 | $1.0M |
| First National Trust Co | 0.04% | Add +223.3% | 13,968 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.51% | Reduce -7.9% | 13,937 | $1.0M |
| Beacon Wealthcare LLC | 0.46% | Reduce -42.1% | 13,936 | $1.0M |
| Claro Advisors Inc. | 0.18% | Add +15.6% | 13,873 | $1.0M |
| Gemmer Asset Management LLC | 0.12% | New | 13,869 | $1.0M |
| HM Payson & Co. | 0.02% | Reduce -5.2% | 13,812 | $1.0M |
| Sharp Wealth Advisory, LLC | 0.93% | Reduce -7.7% | 13,786 | $1.0M |
| Horizon Investment Services, LLC | 0.49% | No change | 13,732 | $997K |
| HBW Advisory Services LLC | 0.19% | No change | 13,519 | $994K |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -13.8% | 13,307 | $967K |
| Graypoint LLC | 0.07% | Reduce -7.8% | 13,305 | $966K |
| FSA Advisors, Inc. | 1.03% | Reduce -13.3% | 13,290 | $965K |
| American Trust | 0.08% | Reduce -5.0% | 13,220 | $960K |
| Prostatis Group LLC | 0.36% | Reduce -37.7% | 13,205 | $959K |
| Smartleaf Asset Management LLC | 0.18% | Reduce -12.8% | 13,012 | $946K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -1.3% | 12,960 | $941K |
| Traynor Capital Management, Inc. | 0.09% | Add +7.3% | 12,948 | $940K |
| IFG Advisory, LLC | 0.07% | Reduce -36.7% | 12,799 | $930K |
| Whitaker-Myers Wealth Managers, LTD. | 0.39% | Add +54.9% | 12,674 | $921K |
| Sequent Planning LLC | 0.33% | — | 12,649 | $919K |
| Hanson & Doremus Investment Management | 0.16% | Reduce -53.6% | 12,575 | $913K |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Reduce -4.5% | 12,448 | $904K |
| Topel & Distasi Wealth Management, LLC | 0.40% | Add +0.1% | 12,387 | $900K |
| Institute for Wealth Management, LLC. | 0.12% | Reduce -13.8% | 12,327 | $895K |
| Novak & Powell Financial Services, Inc. | 0.67% | Add +0.1% | 14,834 | $895K |
| Strategic Advocates LLC | 0.34% | Add +55.0% | 12,227 | $888K |
| Strategic Financial Planning, Inc. | 0.66% | Reduce -20.7% | 12,200 | $886K |
| Piedmont Capital Management, LLC | 0.60% | Add +1.8% | 12,319 | $884K |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -4.8% | 12,133 | $881K |
| Qube Research & Technologies Ltd | 0.00% | No change | 12,102 | $879K |
| WCG Wealth Advisors LLC | 0.07% | Reduce -16.6% | 12,094 | $878K |
| Hendershot Investments Inc. | 0.13% | Reduce -28.7% | 12,043 | $875K |
| Belpointe Asset Management LLC | 0.07% | Add +169.7% | 11,952 | $868K |
| Capital Planning Advisors, LLC | 0.15% | Add +13.8% | 11,942 | $867K |
| Cascade Investment Group, Inc. | 0.65% | Add +106.4% | 11,938 | $867K |
| Argonautica Private Wealth Management, Inc. | 0.31% | Add +7.4% | 11,890 | $864K |
| Brass Tax Wealth Management, Inc. | 0.45% | — | 11,888 | $863K |
| Lanham O'Dell & Company, Inc. | 0.44% | Add +1076.7% | 57,891 | $863K |
| Roberts Glore & Co. Inc. | 0.26% | Reduce -1.1% | 11,841 | $860K |
| Ruedi Wealth Management, Inc. | 0.36% | Reduce -3.8% | 11,838 | $860K |
| Cannon Financial Strategists, Inc. | 0.17% | Add +0.2% | 11,834 | $859K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +40.5% | 11,802 | $857K |
| Jasper Ridge Partners, L.P. | 0.03% | No change | 11,773 | $855K |
| Essential Planning, LLC. | 0.42% | No change | 11,460 | $843K |
| Investment Research & Advisory Group, Inc. | 0.38% | Reduce -60.8% | 11,468 | $833K |
| RBA Wealth Management, LLC | 0.34% | Add +8.5% | 11,462 | $832K |
| Obsidian Cio, LLC | 0.20% | Add +2.1% | 11,358 | $825K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -2.6% | 11,307 | $821K |
| Amundi | 0.00% | New | 11,500 | $813K |
| Kovack Advisors, Inc. | 0.10% | New | 11,157 | $810K |
| Epic Trust Investment Advisors, LLC | 1.00% | Reduce -10.4% | 11,133 | $809K |
| Archvest Wealth Advisors, Inc. | 0.57% | Add +1.8% | 11,232 | $808K |
| AdvisorNet Financial, Inc | 0.08% | Reduce -15.1% | 11,068 | $804K |
| Aua Capital Management, LLC | 0.46% | Reduce -6.4% | 11,061 | $803K |
| SilverOak Wealth Management LLC | 0.20% | Add +9.4% | 11,051 | $803K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Add +17.9% | 10,906 | $792K |
| GYL Financial Synergies, LLC | 0.06% | Add +2.8% | 10,853 | $788K |
| Petra Financial Advisors Inc. | 0.58% | No change | 10,680 | $785K |
| Financial Avengers, Inc. | 0.42% | Add +54.5% | 10,889 | $783K |
| HTG Investment Advisors, Inc. | 0.45% | Add +65.7% | 10,769 | $782K |
| Squire Investment Management Company, LLC | 0.49% | Add +12.2% | 10,735 | $780K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -1.2% | 10,701 | $777K |
| United Advisor Group, LLC | 0.29% | New | 10,610 | $771K |
| American Investment Services, Inc. | 0.14% | Add +1.8% | 10,598 | $770K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +11.0% | 10,891 | $770K |
| MSH Capital Advisors LLC | 0.27% | Reduce -0.5% | 10,597 | $770K |
| Keybank National Association | 0.00% | Reduce -69.3% | 10,573 | $768K |
| Sfmg, LLC | 0.07% | Add +0.2% | 10,570 | $768K |
| Burney Co./ | 0.03% | Reduce -4.7% | 10,489 | $762K |
| Sage Financial Group Inc. | 0.07% | Reduce -1.4% | 10,480 | $761K |
| Gryphon Financial Partners LLC | 0.13% | Add +59.1% | 10,466 | $760K |
| Pacific Financial Group Inc. | 0.52% | Add +1.3% | 10,447 | $759K |
| Websterrogers Financial Advisors, LLC | 0.27% | Add +29.1% | 10,399 | $755K |
| Executive Wealth Management, LLC | 0.07% | Reduce -95.5% | 10,438 | $751K |
| Full Sail Capital, LLC | 0.05% | Reduce -4.6% | 10,191 | $740K |
| Waterford Advisors, LLC | 0.31% | New | 10,209 | $738K |
| Everhart Financial Group, Inc. | 0.21% | Add +65.1% | 10,091 | $733K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +9.7% | 9,921 | $721K |
| Orcam Financial Group | 0.78% | Add +0.0% | 9,822 | $713K |
| Sabal Trust CO | 0.04% | New | 9,737 | $707K |
| Leo Wealth, LLC | 0.07% | Add +0.4% | 9,799 | $706K |
| Kraft, Davis & Associates, LLC | 0.21% | Add +16.1% | 9,836 | $705K |
| Strategy Asset Managers LLC | 0.15% | Reduce -3.3% | 9,683 | $703K |
| Security National Bank of Sioux City Iowa | 0.49% | Add +18.0% | 9,646 | $701K |
| Bull Street Advisors, LLC | 0.33% | Reduce -4.7% | 9,578 | $696K |
| Insight Wealth Partners, LLC | 0.45% | New | 9,547 | $693K |
| Taylor & Morgan Wealth Management, LLC | 0.51% | Reduce -2.3% | 9,546 | $693K |
| Realta Investment Advisors | 0.14% | Add +5.2% | 9,429 | $685K |
| Balboa Wealth Partners | 0.22% | Reduce -3.6% | 9,404 | $683K |
| Schmidt P J Investment Management Inc. | 0.13% | Add +89.8% | 9,287 | $674K |
| Strategic Blueprint, LLC | 0.05% | Add +0.2% | 9,240 | $671K |
| Absolute Capital Management, LLC | 0.43% | Add +13.5% | 9,203 | $668K |
| Northeast Financial Group, Inc. | 0.30% | Reduce -8.3% | 9,200 | $668K |
| Sonata Capital Group Inc. | 0.30% | Reduce -3.8% | 9,082 | $660K |
| SageView Advisory Group, LLC | 0.03% | New | 9,071 | $651K |
| Shorepath Capital Management LLC | 0.51% | Add +9.8% | 8,935 | $649K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.8% | 8,921 | $648K |
| Richardson Financial Services Inc. | 0.46% | Add +213.9% | 8,895 | $646K |
| Colonial Trust Co / SC | 0.12% | Reduce -4.5% | 8,886 | $645K |
| Hazlett, Burt & Watson, Inc. | 0.39% | Reduce -8.9% | 8,882 | $644K |
| Liberty Wealth Management LLC | 0.13% | Reduce -90.6% | 8,836 | $644K |
| RCS Financial Planning, LLC | 0.40% | Add +3.6% | 8,855 | $643K |
| Cornerstone Advisors Asset Management, LLC | 0.23% | No change | 8,829 | $641K |
| Monterey Private Wealth, Inc. | 0.26% | Add +4.4% | 8,789 | $638K |
| Larson Financial Group LLC | 0.05% | Reduce -18.4% | 8,775 | $637K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.7% | 8,736 | $634K |
| Lockerman Financial Group, Inc. | 1.21% | Add +2.6% | 8,730 | $634K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -70.7% | 8,673 | $630K |
| Riverpoint Wealth Management Holdings, LLC | 0.17% | Add +12.2% | 8,664 | $629K |
| Cypress Financial Planning LLC | 0.29% | Add +146.9% | 8,655 | $629K |
| Certified Advisory Corp | 0.09% | Add +5.6% | 8,595 | $624K |
| PrairieView Partners, LLC | 0.07% | Add +0.5% | 8,552 | $622K |
| CIC Wealth, LLC | 0.18% | Add +9.6% | 8,536 | $620K |
| Driehaus Capital Management LLC | 0.01% | Add +34.6% | 8,529 | $619K |
| Key Financial Inc | 0.16% | Add +0.0% | 8,525 | $619K |
| Pinnacle Financial Group, LLC / IL | 0.27% | Reduce -18.1% | 8,502 | $618K |
| Rodgers Brothers Inc. | 0.08% | No change | 8,500 | $617K |
| HCR Wealth Advisors | 0.09% | Reduce -11.0% | 8,493 | $617K |
| Ironwood Investment Counsel, LLC | 0.11% | Add +193.6% | 8,489 | $617K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Reduce -2.4% | 8,465 | $615K |
| Cary Street Partners Asset Management LLC | 0.09% | Add +74.3% | 8,418 | $611K |
| Rothschild Investment LLC | 0.04% | Add +0.6% | 8,404 | $610K |
| Aries Wealth Management | 0.19% | No change | 8,324 | $605K |
| Webster Bank, N. A. | 0.07% | Reduce -2.7% | 8,274 | $601K |
| Cape Investment Advisory, Inc. | 0.28% | Reduce -2.5% | 8,259 | $600K |
| Cassady Schiller Wealth Management, LLC | 0.27% | No change | 8,246 | $599K |
| Hoylecohen, LLC | 0.05% | Add +46.0% | 8,241 | $599K |
| Marion Wealth Management | 0.18% | Add +7.7% | 8,240 | $598K |
| Money Concepts Capital Corp. | 0.06% | Add +40.7% | 8,237 | $598K |
| Northwest Financial Advisors | 0.66% | Add +27.9% | 8,230 | $598K |
| Sandbox Financial Partners, LLC | 0.25% | Add +101.3% | 8,221 | $597K |
| Arrowroot Family Office, LLC | 0.38% | Add +6.1% | 8,159 | $593K |
| Patron Partners, LLC | 0.36% | Reduce -25.5% | 8,133 | $591K |
| Keudell/Morrison Wealth Management | 0.18% | Reduce -18.1% | 8,082 | $587K |
| Opes Wealth Management LLC | 0.14% | Add +49.7% | 8,055 | $585K |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.7% | 8,048 | $585K |
| Rock Point Advisors, LLC | 0.17% | Add +1.9% | 8,038 | $584K |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.4% | 8,008 | $582K |
| Hilltop Holdings Inc. | 0.06% | Reduce -7.9% | 7,986 | $580K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Reduce -20.7% | 7,977 | $579K |
| King Wealth Management Group | 0.10% | Reduce -2.9% | 7,952 | $578K |
| Opal Wealth Advisors, LLC | 0.20% | Add +130.4% | 7,923 | $575K |
| Schechter Investment Advisors, LLC | 0.04% | Add +52.5% | 7,884 | $573K |
| Stonegate Investment Group, LLC | 0.02% | New | 7,876 | $572K |
| Keener Financial Planning LLC | 0.39% | Reduce -18.3% | 7,855 | $571K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -20.7% | 7,799 | $566K |
| Apollon Financial, LLC | 0.19% | Reduce -77.1% | 7,765 | $564K |
| Pineridge Advisors LLC | 0.20% | Reduce -13.7% | 7,763 | $564K |
| Pioneer Wealth Management Group | 0.32% | Add +0.5% | 7,759 | $564K |
| Country Club Bank | 0.04% | Reduce -15.1% | 7,745 | $563K |
| WMS Partners, LLC | 0.04% | Add +6.2% | 7,733 | $562K |
| Modus Advisors, LLC | 0.21% | Add +0.0% | 7,726 | $561K |
| Windward Private Wealth Management Inc. | 0.23% | Reduce -5.3% | 7,670 | $557K |
| Successful Portfolios LLC | 0.38% | Reduce -5.6% | 7,656 | $556K |
| Oldfather Financial Services, LLC | 0.23% | Add +4.6% | 7,550 | $548K |
| NewEdge Wealth, LLC | 0.01% | Reduce -94.6% | 7,707 | $547K |
| Intrua Financial, LLC | 0.08% | Reduce -1.9% | 7,500 | $545K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 7,500 | $545K |
| McAdam, LLC | 0.03% | Reduce -0.8% | 7,495 | $544K |
| Discipline Wealth Solutions, LLC | 0.50% | Reduce -70.3% | 7,557 | $543K |
| Citizens Financial Group Inc. | 0.02% | New | 7,469 | $542K |
| Davis R M Inc. | 0.01% | Reduce -15.7% | 7,466 | $542K |
| Verus Capital Partners, LLC | 0.06% | Reduce -10.8% | 7,432 | $540K |
| Stonebridge Capital Advisors LLC | 0.05% | Add +107.8% | 7,421 | $539K |
| Balanced Wealth Group LLC | 0.24% | Reduce -51.8% | 7,511 | $538K |
| Verum Partners LLC | 0.19% | Add +0.7% | 7,382 | $536K |
| Awm Capital, LLC | 0.09% | Reduce -5.5% | 7,345 | $533K |
| USAdvisors Wealth Management, LLC | 0.20% | Reduce -0.9% | 7,285 | $530K |
| Rain Capital Management, LLC | 0.35% | Reduce -4.1% | 7,221 | $524K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -0.3% | 7,214 | $524K |
| Guardian Asset Advisors, LLC | 0.43% | Add +104.7% | 7,195 | $523K |
| Barrett & Company, Inc. | 0.25% | Add +0.0% | 7,180 | $521K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -16.8% | 7,179 | $521K |
| Fiera Capital Corp | 0.00% | Reduce -9.9% | 7,172 | $521K |
| Access Financial Services, Inc. | 0.23% | Reduce -13.6% | 7,167 | $521K |
| Cooper Financial Group | 0.08% | New | 7,062 | $513K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +25.3% | 7,057 | $513K |
| Fairway Wealth LLC | 0.35% | Add +25.0% | 7,050 | $512K |
| Welch & Forbes LLC | 0.01% | Add +2.0% | 7,050 | $512K |
| Wedmont Private Capital | 0.04% | Reduce -48.4% | 7,120 | $512K |
| Arlington Trust Co LLC | 0.13% | No change | 7,040 | $511K |
| Mustard Seed Financial, LLC | 0.51% | Reduce -1.9% | 7,000 | $508K |
| Roffman Miller Associates Inc. | 0.03% | Add +44.0% | 6,958 | $505K |
| ProVise Management Group, LLC | 0.04% | Reduce -3.4% | 6,932 | $503K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,899 | $501K |
| Carolinas Wealth Consulting LLC | 0.10% | Add +0.6% | 6,837 | $497K |
| Savvy Advisors, Inc. | 0.28% | Add +69.8% | 6,764 | $491K |
| Abacus Planning Group, Inc. | 0.10% | No change | 6,760 | $491K |
| Legacy Advisors, LLC | 0.06% | No change | 6,749 | $490K |
| Beacon Bridge Wealth Partners, LLC | 0.23% | Reduce -24.7% | 6,745 | $490K |
| Truepoint, Inc. | 0.01% | Add +17.9% | 6,734 | $489K |
| Northwest Capital Management Inc | 0.16% | Add +0.8% | 6,709 | $487K |
| Clarity Capital Advisors, LLC | 0.39% | Reduce -2.4% | 6,677 | $485K |
| Procyon Advisors, LLC | 0.04% | Add +0.3% | 6,662 | $484K |
| Fulcrum Equity Management | 0.57% | Reduce -0.1% | 6,651 | $483K |
| Covestor Ltd | 0.31% | Add +15.4% | 6,632 | $482K |
| Nikulski Financial, Inc. | 0.16% | Add +64.0% | 6,635 | $482K |
| Napatree Capital LLC | 0.47% | No change | 6,819 | $482K |
| Benedetti & Gucer, Inc. | 0.24% | Reduce -37.4% | 6,603 | $480K |
| Enterprise Bank & Trust Co | 0.16% | Reduce -4.0% | 6,601 | $479K |
| Blue Barn Wealth, LLC | 0.27% | Reduce -3.6% | 6,589 | $479K |
| Hartline Investment Corp./ | 0.08% | New | 6,568 | $477K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +10.6% | 6,568 | $477K |
| Cordgrass Capital Advisors, LLC | 0.15% | No change | 6,534 | $475K |
| Headlands Technologies LLC | 0.11% | New | 6,521 | $474K |
| Arden Trust Co | 0.07% | Reduce -16.5% | 6,520 | $474K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -3.4% | 6,508 | $473K |
| Private Ocean, LLC | 0.05% | Reduce -11.5% | 6,498 | $472K |
| Cordant, Inc. | 0.27% | Reduce -10.8% | 6,415 | $466K |
| Weitzel Financial Services, Inc. | 0.23% | Add +2.0% | 6,468 | $465K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -44.2% | 6,520 | $462K |
| Ally Invest Advisors Inc. | 0.05% | Add +10.0% | 6,315 | $459K |
| Abound Wealth Management | 0.17% | Add +0.5% | 6,297 | $457K |
| Addison Advisors LLC | 0.16% | Add +8.6% | 6,288 | $457K |
| Twelve Points Wealth Management LLC | 0.17% | Reduce -10.8% | 6,285 | $456K |
| KFA Private Wealth Group, LLC | 0.14% | Add +33.1% | 6,279 | $456K |
| NorthStar Asset Management LLC | 0.35% | Reduce -5.8% | 6,276 | $456K |
| ARK & TLK Investments, LLC | 0.18% | Add +7.9% | 6,265 | $455K |
| New Potomac Partners, LLC | 0.25% | Reduce -5.0% | 6,260 | $455K |
| Forum Financial Management, LP | 0.01% | Add +13.3% | 6,239 | $453K |
| LRI Investments, LLC | 0.11% | — | 6,184 | $449K |
| Latitude Advisors, LLC | 0.28% | Add +0.6% | 6,151 | $447K |
| Robinswood Financial LLC | 0.19% | Reduce -30.5% | 6,179 | $444K |
| Fortis Capital Advisors, LLC | 0.19% | Add +37.9% | 6,109 | $444K |
| Truefg, LLC | 0.16% | Reduce -2.2% | 6,102 | $443K |
| Hibernia Wealth Partners, LLC | 0.30% | New | 6,089 | $442K |
| AlTi Global, Inc. | 0.01% | Reduce -48.5% | 6,049 | $439K |
| Hanover Advisors Inc. | 0.18% | Reduce -1.1% | 6,032 | $438K |
| 17 Capital Partners, LLC | 0.32% | New | 6,357 | $436K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 5,910 | $429K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +2.5% | 5,890 | $428K |
| JMG Financial Group, Ltd. | 0.02% | Add +1.4% | 5,883 | $427K |
| Hohimer Wealth Management, LLC | 0.10% | Reduce -6.8% | 5,881 | $427K |
| Adirondack Trust Co. | 0.18% | No change | 5,881 | $427K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Add +28.0% | 5,880 | $427K |
| Financial Gravity Asset Management, Inc. | 0.12% | Reduce -98.6% | 5,799 | $427K |
| NorthLanding Financial Partners, LLC | 0.46% | Reduce -1.4% | 5,840 | $424K |
| Good Life Advisors, LLC | 0.04% | Reduce -23.2% | 5,824 | $423K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,844 | $420K |
| Norway Savings Bank | 0.18% | Reduce -8.1% | 5,783 | $420K |
| Blue Fin Capital, Inc. | 0.09% | Reduce -0.2% | 5,745 | $417K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.12% | No change | 5,733 | $416K |
| Wealth Effects LLC | 0.15% | Add +9.5% | 5,730 | $416K |
| TFB Advisors LLC | 0.15% | New | 5,803 | $410K |
| Sloy Dahl & Holst, LLC | 0.10% | Add +7.7% | 5,575 | $405K |
| Greystone Financial Group, LLC | 0.08% | New | 5,489 | $399K |
| Sheets Smith Wealth Management | 0.04% | Reduce -0.9% | 5,476 | $398K |
| Community Bank, N.A. | 0.05% | Add +6.0% | 5,462 | $397K |
| Atlantic Edge Private Wealth Management, LLC | 0.13% | Reduce -83.0% | 5,380 | $391K |
| SevenBridge Financial Group, LLC | 0.09% | Add +11.0% | 5,475 | $391K |
| Dimension Capital Management LLC | 0.08% | No change | 5,345 | $388K |
| Ogorek Anthony Joseph /NY/ | 0.13% | No change | 5,347 | $388K |
| Swmg, LLC | 0.17% | Add +56.9% | 5,342 | $388K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -9.3% | 5,342 | $388K |
| Bond & Devick Financial Network, Inc. | 0.21% | Add +2.7% | 5,328 | $387K |
| Brave Asset Management Inc. | 0.10% | Reduce -1.2% | 5,316 | $386K |
| Myecfo, LLC | 0.23% | Reduce -68.1% | 5,314 | $386K |
| Edge Financial Advisors LLC | 0.34% | — | 5,311 | $386K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -15.8% | 5,310 | $386K |
| Stegner Investment Associates Inc. | 0.28% | Add +6.4% | 5,284 | $384K |
| Five Oceans Advisors | 0.20% | Reduce -1.5% | 5,271 | $383K |
| S.A. Mason LLC | 0.23% | No change | 5,258 | $382K |
| Insight Advisors, LLC/ PA | 0.07% | Add +25.5% | 5,221 | $379K |
| Marcum Wealth, LLC | 0.04% | Add +1.2% | 5,206 | $378K |
| Wealth Alliance, LLC | 0.05% | Add +50.7% | 5,147 | $374K |
| Chilton Capital Management LLC | 0.02% | Reduce -1.9% | 5,139 | $373K |
| Bright Financial Advisors, Inc. | 0.28% | — | 6,866 | $373K |
| Palisade Asset Management, LLC | 0.04% | Add +55.6% | 5,126 | $372K |
| Choate Investment Advisors | 0.01% | Reduce -0.2% | 5,121 | $372K |
| Smart Portfolios, LLC | 0.39% | No change | 5,086 | $369K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +0.1% | 5,054 | $367K |
| Garrison Point Advisors, LLC | 0.24% | New | 5,054 | $367K |
| Regal Investment Advisors LLC | 0.03% | Add +0.6% | 5,043 | $366K |
| Clark Asset Management, LLC | 0.11% | No change | 5,039 | $366K |
| McLean Asset Management Corp | 0.12% | Reduce -17.1% | 5,071 | $365K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -28.6% | 4,999 | $363K |
| WNY Asset Management, LLC | 0.06% | Add +2.6% | 4,991 | $362K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -30.9% | 4,991 | $362K |
| AllSquare Wealth Management LLC | 0.21% | Reduce -0.7% | 4,984 | $362K |
| Capital CS Group, LLC | 0.36% | New | 4,968 | $361K |
| Duncker Streett & Co. Inc. | 0.07% | Reduce -6.0% | 4,937 | $359K |
| Aspect Partners, LLC | 0.28% | No change | 4,904 | $356K |
| Genesee Capital Advisors, LLC | 0.19% | Reduce -9.5% | 4,879 | $354K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 4,876 | $354K |
| CWS Financial Advisors, LLC | 0.14% | Add +25.0% | 4,873 | $354K |
| Smith, Moore & Co. | 0.04% | Reduce -13.1% | 4,854 | $353K |
| Capasso Planning Partners LLC | 0.15% | Add +2.2% | 4,830 | $351K |
| RAM Investment Partners, LLC | 0.11% | New | 4,745 | $345K |
| Cumberland Advisors Inc. | 0.13% | Add +9.3% | 4,725 | $343K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Reduce -37.0% | 4,724 | $343K |
| Opus Capital Group, LLC | 0.05% | Add +0.5% | 4,704 | $342K |
| Northwest Bank & Trust Co | 0.31% | No change | 4,839 | $342K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -23.9% | 4,779 | $341K |
| L.M. Kohn & Company | 0.10% | Add +17.7% | 4,688 | $340K |
| Wiser Wealth Management, Inc | 0.11% | Reduce -87.4% | 4,686 | $340K |
| Clarity Capital Partners LLC | 0.22% | No change | 4,678 | $340K |
| Headinvest, LLC | 0.07% | No change | 4,657 | $338K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -10.9% | 4,628 | $336K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 4,621 | $336K |
| Valley Financial Group, Inc. | 0.25% | Reduce -9.9% | 4,613 | $335K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -9.9% | 4,602 | $334K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,600 | $334K |
| LongView Wealth Management | 0.13% | Add +0.1% | 4,571 | $332K |
| MKT Advisors LLC | 0.18% | No change | 4,613 | $328K |
| Financial Partners Group, LLC | 0.13% | Add +2.4% | 4,497 | $327K |
| MidAtlantic Capital Management, Inc. | 0.28% | Reduce -53.4% | 4,454 | $323K |
| Eclectic Associates Inc. | 0.15% | Add +0.0% | 4,437 | $322K |
| LFA - Lugano Financial Advisors SA | 0.23% | No change | 4,433 | $322K |
| Southland Equity Partners LLC | 0.09% | New | 4,417 | $321K |
| Moors & Cabot, Inc. | 0.02% | Add +3.4% | 4,395 | $319K |
| Hilltop National Bank | 0.11% | — | 4,378 | $318K |
| Parkside Financial Bank & Trust | 0.05% | Add +2.9% | 4,325 | $314K |
| LPWM LLC | 0.12% | Reduce -10.0% | 4,418 | $314K |
| LJI Wealth Management, LLC | 0.08% | Add +22.9% | 4,265 | $310K |
| First Manhattan Co. Llc. | 0.00% | Add +393.6% | 4,235 | $308K |
| Sweet Financial Partners, LLC | 0.07% | Reduce -24.6% | 4,208 | $306K |
| Cornerstone Management, Inc. | 0.07% | No change | 4,187 | $304K |
| Means Investment Co., Inc. | 0.04% | Reduce -19.4% | 4,176 | $303K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.4% | 4,172 | $303K |
| Octavia Wealth Advisors, LLC | 0.04% | New | 4,158 | $302K |
| Paulson Wealth Management Inc. | 0.09% | Add +4.1% | 4,153 | $302K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.4% | 4,143 | $301K |
| Bank of New Hampshire | 0.08% | Add +0.8% | 4,142 | $301K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 4,085 | $297K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -2.6% | 4,083 | $297K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -4.6% | 4,078 | $296K |
| Bridge Advisory, LLC | 0.15% | Reduce -6.5% | 4,037 | $293K |
| Waterloo Capital, L.P. | 0.04% | Reduce -13.4% | 4,036 | $293K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -13.9% | 4,033 | $293K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -41.2% | 4,000 | $291K |
| My Legacy Advisors, LLC | 0.10% | Reduce -30.6% | 3,998 | $290K |
| Ellis Investment Partners, LLC | 0.06% | Add +3.8% | 3,991 | $290K |
| Madden Advisory Services, Inc. | 0.15% | New | 3,979 | $289K |
| Melfa Wealth Management, Inc. | 0.21% | New | 3,966 | $288K |
| Sachetta, LLC | 0.14% | No change | 3,906 | $287K |
| Clay Northam Wealth Management, LLC | 0.23% | Add +0.5% | 3,918 | $285K |
| Tidemark, LLC | 0.16% | Reduce -39.0% | 3,894 | $283K |
| FineMark National Bank & Trust | 0.01% | New | 3,893 | $283K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -47.2% | 3,877 | $282K |
| Essex Bank | 0.08% | No change | 3,833 | $282K |
| Ignite Planners, LLC | 0.08% | Reduce -40.7% | 3,917 | $282K |
| Whitcomb & Hess, Inc. | 0.09% | Add +24.0% | 3,871 | $281K |
| Unique Wealth Strategies, LLC | 0.14% | Reduce -22.8% | 3,856 | $280K |
| Obermeyer Wealth Partners | 0.02% | No change | 3,854 | $280K |
| Cozad Asset Management Inc. | 0.03% | Add +5.4% | 3,793 | $275K |
| Elmwood Wealth Management, Inc. | 0.12% | New | 3,784 | $275K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +3.1% | 3,780 | $275K |
| Americana Partners, LLC | 0.02% | New | 3,772 | $274K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.14% | No change | 3,767 | $274K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +8.2% | 3,757 | $273K |
| ONE Advisory Partners, LLC | 0.13% | Add +4.8% | 3,757 | $273K |
| Walden Wealth Partners LLC | 0.16% | Reduce -0.7% | 3,780 | $272K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +48.4% | 3,749 | $272K |
| McCarthy Asset Management, Inc. | 0.17% | New | 3,722 | $270K |
| Laraway Financial Advisors Inc | 0.24% | No change | 3,717 | $270K |
| Horizon Investments, LLC | 0.01% | New | 3,714 | $268K |
| TBH Global Asset Management, LLC | 0.05% | New | 3,683 | $268K |
| Pitti Group Wealth Management, LLC | 0.30% | Add +4.8% | 3,751 | $266K |
| Melone Private Wealth, LLC | 0.16% | Reduce -26.2% | 3,669 | $266K |
| Wellington Wealth Strategies, LLC. | 0.12% | New | 3,659 | $266K |
| Rinkey Investments | 0.10% | Add +12.5% | 3,659 | $266K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Reduce -25.4% | 3,755 | $265K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.3% | 3,626 | $263K |
| Ethos Financial Group, LLC | 0.05% | No change | 3,624 | $263K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 3,617 | $263K |
| Parker Financial LLC | 0.15% | Add +9.8% | 3,578 | $260K |
| Invenio Wealth Partners LLC | 0.14% | New | 3,569 | $259K |
| Brand Asset Management Group, Inc. | 0.11% | New | 3,542 | $257K |
| Intelligent Financial Strategies | 0.16% | Reduce -60.8% | 3,475 | $252K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -42.5% | 3,465 | $252K |
| Warwick Investment Management, Inc. | 0.06% | Add +0.6% | 3,464 | $252K |
| Advisory Alpha, LLC | 0.01% | Add +0.4% | 3,458 | $251K |
| Traveka Wealth, LLC | 0.12% | No change | 3,452 | $251K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -35.4% | 3,431 | $249K |
| Pitcairn Co. | 0.02% | Reduce -95.3% | 3,401 | $247K |
| Oarsman Capital, Inc. | 0.06% | Reduce -19.1% | 3,355 | $244K |
| LexAurum Advisors, LLC | 0.06% | Reduce -26.8% | 3,351 | $243K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $243K |
| Perissos Private Wealth Management, LLC | 0.22% | — | 3,317 | $241K |
| Signify Wealth | 0.40% | New | 3,316 | $241K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -44.1% | 3,309 | $240K |
| Invst, LLC | 0.03% | New | 3,330 | $239K |
| Von Berge Wealth Management Group, LLC | 0.15% | New | 3,285 | $239K |
| Beacon Bank & Trust | 0.06% | Reduce -17.3% | 3,279 | $238K |
| Becker Capital Management Inc. | 0.01% | No change | 3,261 | $237K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 3,235 | $235K |
| HF Advisory Group, LLC | 0.13% | Add +2.1% | 3,228 | $234K |
| World Equity Group, Inc. | 0.05% | Reduce -62.4% | 3,220 | $234K |
| First Citizens Asset Management, Inc. | 0.09% | No change | 3,199 | $232K |
| TFO Wealth Partners, LLC | 0.04% | Add +13.8% | 3,194 | $232K |
| Front Row Advisors LLC | 0.09% | Add +61.2% | 3,184 | $231K |
| Baskin Financial Services Inc. | 0.02% | No change | 3,185 | $231K |
| Kintra Wealth, LLC | 0.17% | New | 3,180 | $231K |
| AQR Capital Management | 0.00% | New | 3,150 | $229K |
| Greenhouse Wealth Management, LLC | 0.17% | New | 3,140 | $228K |
| Peterson Wealth Management | 0.16% | New | 3,138 | $228K |
| Chapin Davis, Inc. | 0.08% | Reduce -6.6% | 3,131 | $227K |
| EnRich Financial Partners LLC | 0.08% | No change | 3,103 | $225K |
| FFG Partners, LLC | 0.10% | Add +0.6% | 3,096 | $225K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -24.9% | 3,092 | $225K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -25.1% | 3,073 | $223K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -4.9% | 3,041 | $221K |
| Belmont Capital, LLC | 0.06% | No change | 3,026 | $220K |
| Connectus Wealth, LLC | 0.01% | No change | 3,026 | $220K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -3.7% | 3,013 | $219K |
| Clearview Wealth Advisors LLC | 0.22% | Reduce -19.5% | 3,007 | $218K |
| Vantage Investment Partners, LLC | 0.02% | No change | 2,990 | $217K |
| Crestone Asset Management LLC | 0.04% | New | 2,987 | $217K |
| WT Wealth Management | 0.08% | Add +3.5% | 2,974 | $216K |
| Mainsail Asset Management, LLC | 0.17% | No change | 2,959 | $215K |
| Vawter Financial, Ltd. | 0.15% | Add +3.5% | 2,929 | $213K |
| Peachtree Investment Partners, LLC | 0.09% | No change | 2,920 | $212K |
| Watershed Private Wealth LLC | 0.09% | Reduce -71.0% | 2,914 | $212K |
| TNF LLC | 0.08% | Reduce -0.5% | 2,955 | $209K |
| Debussy Capital Management LP | 0.06% | Reduce -12.3% | 2,930 | $209K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -12.8% | 2,879 | $209K |
| Essex Financial Services, Inc. | 0.02% | Reduce -15.0% | 2,869 | $208K |
| Evoke Wealth, LLC | 0.01% | New | 2,865 | $208K |
| O'Dell Group, LLC | 0.05% | Add +5.1% | 2,846 | $207K |
| FAS Wealth Partners, Inc. | 0.02% | Add +2.9% | 2,838 | $206K |
| Fiduciary Trust Co | 0.00% | No change | 2,828 | $205K |
| Private Wealth Management Group, LLC | 0.09% | Add +316.3% | 2,810 | $204K |
| Cabana LLC | 0.87% | Add +3.1% | 2,807 | $204K |
| D.B. Root & Company, LLC | 0.07% | New | 2,801 | $203K |
| JFG Wealth Management, LLC | 0.05% | New | 2,800 | $203K |
| GM Advisory Group, LLC | 0.01% | No change | 2,796 | $203K |
| GW&K Investment Management, LLC | 0.00% | New | 2,792 | $203K |
| Simmons Bank | 0.02% | No change | 2,788 | $202K |
| McIlrath & Eck, LLC | 0.03% | Reduce -97.5% | 2,786 | $202K |
| Clayton Financial Group LLC | 0.09% | New | 2,762 | $201K |
| Meridian Management Co. | 0.05% | New | 2,758 | $200K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | New | 2,754 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,733 | $198K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -83.9% | 2,731 | $198K |
| Beacon Capital Management, LLC | 0.04% | Add +1178.2% | 2,697 | $196K |
| Concord Wealth Partners | 0.03% | Add +0.4% | 2,614 | $190K |
| Lanark Financial, Inc. | 0.02% | Add +20.9% | 2,481 | $181K |
| CENTRAL TRUST Co | 0.00% | Add +4.5% | 2,450 | $178K |
| Creative Financial Designs Inc. | 0.02% | Reduce -96.0% | 2,443 | $177K |
| Glassman Wealth Services | 0.03% | Reduce -90.3% | 2,368 | $172K |
| Arax Advisory Partners | 0.02% | Reduce -14.8% | 2,351 | $171K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 2,401 | $170K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -6.1% | 2,316 | $168K |
| Tucker Asset Management LLC | 0.04% | Add +144.4% | 2,268 | $165K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,253 | $164K |
| Acima Private Wealth, LLC | 0.06% | Reduce -10.9% | 2,239 | $163K |
| Caitlin John, LLC | 0.12% | Reduce -5.9% | 2,237 | $162K |
| Coombe, Bender & Co LLC | 0.10% | New | 2,190 | $159K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -0.1% | 2,075 | $151K |
| Versant Capital Management, Inc | 0.04% | Add +0.1% | 2,057 | $149K |
| Cambridge Trust Co. | 0.01% | Reduce -20.4% | 2,030 | $147K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -19.7% | 1,994 | $145K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Reduce -2.0% | 1,990 | $145K |
| Family CFO Inc | 0.09% | Add +8.4% | 1,943 | $141K |
| Activest Wealth Management | 0.07% | New | 1,879 | $136K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Reduce -89.2% | 1,867 | $136K |
| Janiczek Wealth Management, LLC | 0.03% | Add +1.3% | 1,860 | $135K |
| Avion Wealth | 0.03% | Add +4.3% | 1,783 | $130K |
| Tortoise Investment Management, LLC | 0.02% | Add +1.2% | 1,788 | $130K |
| First Pacific Financial | 0.04% | Reduce -39.3% | 1,754 | $127K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 1,672 | $121K |
| Pacifica Partners Inc. | 0.05% | Reduce -38.9% | 1,643 | $119K |
| Retirement Group, LLC | 0.04% | Reduce -13.3% | 1,632 | $119K |
| Clearstead Advisors, LLC | 0.01% | Add +112.3% | 1,565 | $112K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Reduce -4.0% | 1,533 | $111K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.6% | 1,450 | $105K |
| Ameliora Wealth Management Ltd. | 0.05% | New | 1,443 | $105K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -62.7% | 1,444 | $103K |
| Salem Investment Counselors Inc. | 0.00% | Add +18.8% | 1,411 | $102K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.1% | 1,398 | $102K |
| Nabity-Jensen Investment Management Inc | 0.08% | No change | 1,397 | $101K |
| Global Assets Advisory, LLC | 0.06% | New | 1,398 | $101K |
| Simplex Trading, LLC | 0.00% | New | 1,373 | $99K |
| Tsfg, LLC | 0.02% | Reduce -21.7% | 1,278 | $93K |
| Rise Advisors, LLC | 0.05% | Reduce -6.7% | 1,264 | $92K |
| Main Street Group, LTD | 0.04% | Reduce -15.6% | 1,265 | $91K |
| Investors Research Corp | 0.02% | No change | 1,239 | $90K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -56.8% | 1,112 | $81K |
| Manchester Capital Management LLC | 0.01% | Add +39.0% | 1,108 | $80K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +10.8% | 1,026 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -11.1% | 1,018 | $74K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -50.0% | 1,000 | $73K |
| FSC Wealth Advisors, LLC | 0.05% | No change | 950 | $69K |
| Bare Financial Services, Inc | 0.07% | New | 968 | $68K |
| CGC Financial Services, LLC | 0.04% | Add +0.5% | 939 | $68K |
| Transcendent Capital Group LLC | 0.04% | Add +10.9% | 937 | $68K |
| Financial Freedom, LLC | 0.04% | Add +0.7% | 909 | $66K |
| First Financial Corp. | 0.03% | No change | 884 | $64K |
| SouthState Bank Corp | 0.01% | Reduce -71.8% | 880 | $64K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +21525.0% | 865 | $63K |
| Ancora Advisors LLC | 0.00% | Reduce -33.1% | 863 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 850 | $62K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -62.4% | 845 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -20.4% | 809 | $59K |
| Cedar Wealth Management, LLC | 0.02% | Reduce -7.6% | 792 | $58K |
| Lindbrook Capital, LLC | 0.01% | Reduce -9.6% | 787 | $57K |
| Biltmore Family Office, LLC | 0.01% | New | 690 | $50K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -32.9% | 690 | $50K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -82.1% | 670 | $49K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +3.3% | 664 | $48K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.8% | 655 | $48K |
| DecisionPoint Financial, LLC | 0.02% | No change | 664 | $47K |
| Center for Financial Planning, Inc. | 0.01% | No change | 631 | $46K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | Reduce -2.6% | 625 | $45K |
| Tyler-Stone Wealth Management | 0.02% | Add +1726.5% | 621 | $45K |
| Peoples Financial Services Corp. | 0.02% | No change | 619 | $45K |
| Northwest Investment Counselors, LLC | 0.01% | New | 617 | $45K |
| Future Financial Wealth Managment LLC | 0.03% | New | 613 | $45K |
| Operose Advisors LLC | 0.01% | Add +3.4% | 609 | $44K |
| Morris Financial Concepts, Inc. | 0.02% | Add +1518.9% | 599 | $44K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 579 | $42K |
| Creative Capital Management Investments LLC | 0.02% | New | 577 | $42K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 555 | $40K |
| Hoese & Co LLP | 0.04% | No change | 540 | $39K |
| Union Savings Bank | 0.02% | No change | 510 | $37K |
| Godsey & Gibb, Inc. | 0.00% | No change | 506 | $37K |
| Quadrant Capital Group LLC | 0.00% | Reduce -37.3% | 488 | $35K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 484 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.9% | 470 | $34K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 475 | $34K |
| Highline Wealth Partners LLC | 0.01% | Add +340.9% | 463 | $34K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.2% | 457 | $33K |
| Tower View Wealth Management LLC | 0.02% | New | 449 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 421 | $31K |
| Milestone Investment Advisors LLC | 0.01% | Reduce -46.8% | 420 | $31K |
| Marquette Asset Management, LLC | 0.01% | New | 415 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | New | 392 | $28K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 381 | $28K |
| Bangor Savings Bank | 0.00% | No change | 365 | $27K |
| Fortitude Family Office, LLC | 0.02% | Reduce -62.3% | 356 | $26K |
| Provident Wealth Management, LLC | 0.01% | No change | 334 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 313 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 299 | $22K |
| United Community Bank | 0.01% | No change | 295 | $21K |
| CoreFirst Bank & Trust | 0.01% | No change | 288 | $21K |
| Whittier Trust Co. | 0.00% | Reduce -60.1% | 266 | $19K |
| TruNorth Capital Management, LLC | 0.01% | — | 261 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 257 | $19K |
| LifeSteps Financial, Inc. | 0.01% | New | 255 | $19K |
| Davis Capital Management | 0.02% | No change | 255 | $18K |
| Fernwood Investment Management, LLC | 0.01% | New | 243 | $18K |
| Ransom Advisory, Ltd | 0.01% | — | 242 | $18K |
| CNB Bank | 0.01% | Reduce -72.5% | 240 | $17K |
| Gradient Investments LLC | 0.00% | Reduce -66.3% | 234 | $17K |
| Centennial Bank | 0.01% | No change | 230 | $17K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -24.8% | 228 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 215 | $16K |
| SYSTM Wealth Solutions LLC | 0.00% | New | 215 | $16K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -99.4% | 212 | $15K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 210 | $15K |
| Clean Yield Group | 0.01% | New | 209 | $15K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 200 | $15K |
| Planning Capital Management Corp | 0.01% | No change | 200 | $15K |
| Lummis Asset Management, LP | 0.02% | Add +333.3% | 169 | $12K |
| VitalStone Financial, LLC | 0.01% | Reduce -28.1% | 166 | $12K |
| Rakuten Securities, Inc. | 0.01% | New | 162 | $12K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 159 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 161 | $11K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 142 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 118 | $9K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 115 | $8K |
| Arvest Investments, Inc. | 0.00% | No change | 112 | $8K |
| Benjamin Edwards Inc. | 0.00% | Reduce -50.2% | 104 | $8K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 110 | $8K |
| Richardson Capital Management LLC | 0.01% | Reduce -87.0% | 109 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 107 | $8K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -83.6% | 107 | $8K |
| Vima LLC | 0.01% | Reduce -63.5% | 103 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 103 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 97 | $7K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -33.6% | 97 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -74.4% | 95 | $7K |
| CVA Family Office, LLC | 0.00% | Add +233.3% | 90 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 87 | $6K |
| Eukles Asset Management | 0.00% | No change | 85 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 83 | $6K |
| Naples Money Management LLC | 0.01% | No change | 75 | $5K |
| NFSG Corp | 0.00% | New | 61 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $4K |
| Evolution Advisers, Inc. | 0.00% | Add +135.0% | 47 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -78.5% | 53 | $4K |
| Granite FO LLC | 0.00% | New | 49 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 50 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 50 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 49 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 48 | $3K |
| Friedenthal Financial | 0.00% | Add +4.5% | 46 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 28 | $2K |
| Integrity Financial Corp | 0.00% | No change | 26 | $2K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 23 | $2K |
| Colonial Trust Advisors | 0.00% | Reduce -91.2% | 19 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 17 | $1K |
| Sandy Spring Bank | 0.00% | No change | 12 | $872 |
| Anfield Capital Management, LLC | 0.00% | New | 10 | $726 |
| Balefire, LLC | 0.00% | No change | 9 | $654 |
| Macroview Investment Management LLC | 0.00% | No change | 8 | $582 |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -99.2% | 6 | $436 |
| Hoey Investments, Inc. | 0.00% | Add +300.0% | 4 | $274 |
| Sittner & Nelson, LLC | 0.00% | No change | 2 | $146 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $94 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is BND's weight in each manager's 13F, not the share of Vanguard Total Bond Market the manager owns.