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

InstitutionsTotal Value
New Positions99$433.9M
Exits124$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.