Vanguard Total Bond MarketBNDETF

13F holders, Q2 2024 (June 30)
1,442holders +19
100new positions
94sold out
4famous investors
$71.85avg. 13F price*

At the end of Q2 2024, 1,442 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 19 from Q1 2024. 100 opened new positions and 94 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.6B), Morgan Stanley ($6.4B) and Creative Planning ($6.1B). 4 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 → Q2 2024

InstitutionsTotal Value
New Positions100$178.6M
Exits94$196.2M

All 13F filers, Q1 2024 → Q2 2024: 72,013,339 shares bought and 62,748,168 shares sold, net +9,265,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,442 holders

Northwestern Mutual Wealth Management Co. 7.51% Reduce -11.0% 105,660,184 $7.6B
Morgan Stanley 0.50% Reduce -2.1% 89,364,285 $6.4B
Creative Planning 6.50% Add +11.5% 84,438,154 $6.1B
JPMorgan Chase & Co. 0.52% Add +5.6% 84,349,689 $6.1B
Vanguard Group Inc. 0.06% Add +16.2% 43,381,952 $3.1B
Axiom Advisory, LLC 18.05% Add +6929.4% 23,111,211 $1.7B
Envestnet Asset Management Inc. 0.48% Reduce -0.8% 18,943,959 $1.4B
Wells Fargo & Company 0.35% Reduce -2.8% 18,800,751 $1.4B
Bank of America Corp. 0.12% Reduce -5.0% 17,570,557 $1.3B
Allworth Financial LP 8.08% Add +4.1% 17,239,827 $1.3B
Goldman Sachs Group Inc. 0.21% Reduce -0.3% 14,575,445 $1.1B
LPL Financial LLC 0.50% Reduce -6.2% 13,969,816 $1.0B
Sei Investments Co. 1.29% Add +6.3% 12,675,128 $913.2M
Texas Treasury Safekeeping Trust Co. 30.60% Reduce -2.8% 10,981,613 $791.2M
BlackRock Inc. 0.02% Reduce -16.3% 10,708,907 $771.6M
Manufacturers Life Insurance Company, The 0.71% Reduce -3.7% 10,496,477 $756.6M
Morningstar Investment Services LLC 7.36% Add +0.9% 9,359,732 $677.6M
Ameriprise Financial Inc. 0.14% Add +5.4% 6,928,928 $499.0M
Bank of New York Mellon Corp 0.09% Reduce -1.5% 6,764,364 $487.4M
Arizona PSPRS Trust 30.84% — 6,563,617 $472.9M
Facet Wealth, Inc. 11.28% Add +10.2% 5,023,740 $367.3M
CBIZ Investment Advisory Services, LLC 20.12% Add +21.8% 4,965,916 $357.8M
Cetera Investment Advisers 0.82% Add +2.3% 4,915,624 $354.2M
UBS Group AG 0.10% Add +14.2% 4,601,803 $331.6M
Pure Financial Advisors, LLC 8.41% Add +13.2% 4,208,257 $303.2M
Orgel Wealth Management, LLC 8.08% Reduce -1.5% 4,154,480 $299.3M
Royal Bank of Canada 0.07% Add +8.8% 3,902,028 $281.1M
PNC Financial Services Group, Inc. 0.16% Reduce -30.2% 3,386,898 $244.0M
HighTower Advisors, LLC 0.38% Add +12.1% 3,379,144 $243.5M
Raymond James Financial Services Advisors, Inc. 0.33% Add +8.6% 3,246,975 $233.9M
Charles Schwab Investment Management Inc. 0.04% Reduce -4.2% 3,242,668 $233.6M
Global Endowment Management, LP 23.84% Reduce -3.2% 3,126,820 $225.3M
Savant Capital, LLC 2.20% Add +43.2% 3,054,701 $220.1M
M&T Bank Corp 0.74% Add +3.1% 3,016,320 $217.3M
Osaic Holdings, Inc. 0.49% Reduce -2.5% 2,901,044 $209.0M
Corient Private Wealth LP 0.35% Add +20.8% 2,812,700 $202.7M
Cambridge Investment Research Advisors, Inc. 0.71% Add +2.6% 2,680,936 $193.2M
Jones Financial Companies LLLP 0.22% Reduce -91.8% 2,626,052 $189.2M
Truist Financial Corp. 0.29% Reduce -1.6% 2,600,807 $187.4M
RFG Advisory, LLC 6.02% Add +7.3% 2,564,794 $184.8M
Mission Wealth Management, LP 4.95% Add +6.0% 2,533,811 $182.6M
Composition Wealth, LLC 4.30% Add +34.1% 2,446,128 $176.2M
Tiaa Trust, National Association 0.51% Reduce -1.4% 2,299,219 $165.7M
Envestnet Portfolio Solutions, Inc. 0.57% Add +0.9% 2,267,335 $163.4M
First Financial Bankshares Inc 3.72% Add +1.2% 2,253,182 $162.3M
RiverFront Investment Group, LLC 4.33% Add +0.1% 2,251,561 $162.2M
Raymond James & Associates 0.11% Add +16.2% 2,224,164 $160.3M
State Street Corp. 0.01% Add +3.4% 2,145,051 $154.6M
Foster Group, Inc. 5.40% Add +4.5% 1,906,286 $137.3M
Acropolis Investment Management, LLC 8.64% Add +2.0% 1,899,015 $136.8M
Armstrong Advisory Group, Inc. 12.03% Add +151.0% 1,887,359 $136.0M
Alaska Permanent Capital Management, LLC 11.45% Reduce -1.2% 1,860,096 $134.0M
McMorgan & Co. LLC 20.72% Add +5.1% 1,812,407 $130.6M
Bogart Wealth, LLC 6.36% Add +6.5% 1,734,190 $124.9M
Prudential Financial Inc. 0.19% Reduce -14.3% 1,714,981 $123.6M
Alesco Advisors, LLC, An ESL Co 3.93% Add +7.1% 1,662,993 $119.8M
Commonwealth Equity Services, LLC 0.19% Reduce -1.9% 1,659,260 $119.5M
Focus Partners Wealth 0.40% Add +270.8% 1,620,540 $117.3M
Retirement Systems of Alabama 0.45% Add +17.9% 1,611,695 $116.1M
Diana Davis Spencer Foundation 41.02% No change 1,608,100 $115.9M
MML Investors Services, LLC 0.47% Add +7.0% 1,598,490 $115.2M
Oakworth Capital, Inc. 8.27% Add +1.1% 1,570,699 $113.2M
Capstone Financial Advisors, Inc. 7.27% Add +4.7% 1,528,731 $110.1M
Stairway Partners, LLC 8.64% Add +3.9% 1,525,709 $109.9M
Cerity Partners LLC 0.30% Reduce -3.0% 1,524,453 $109.8M
Voya Financial Advisors, Inc. 12.30% Add +2.6% 1,503,244 $108.8M
Mariner, LLC 0.21% Reduce -6.0% 1,502,539 $108.3M
FFT Wealth Management LLC 9.27% Add +2.3% 1,450,794 $104.5M
Assetmark, Inc. 0.32% Add +1.4% 1,432,486 $103.2M
Vestmark Advisory Solutions, Inc. 4.26% Add +19.8% 1,416,443 $102.1M
Verus Financial Partners, Inc. 11.80% Add +6.5% 1,408,780 $101.5M
AMG National Trust Bank 2.73% Add +2.8% 1,399,820 $100.9M
Patriot Investment Management Group, Inc. 7.88% Add +5.0% 1,398,855 $100.8M
Betterment LLC 0.25% Reduce -3.2% 1,345,507 $96.9M
Efficient Advisors, LLC 6.23% Add +4.7% 1,333,768 $96.1M
Apella Capital, LLC 4.27% Add +13.9% 1,318,531 $95.4M
Chandler Asset Management, Inc. 19.30% Add +3.9% 1,321,772 $95.2M
Martel Wealth Advisors LLC 19.48% Add +3.0% 1,260,283 $90.8M
Alps Advisors Inc. 0.62% Add +15.4% 1,253,812 $90.3M
Rational Advisors, Inc. 8.98% Reduce -5.2% 1,246,052 $89.8M
Prime Capital Investment Advisors, LLC 1.33% Add +0.1% 1,242,164 $89.5M
Symmetry Partners, LLC 4.49% Add +235.7% 1,212,195 $87.3M
Wealth Enhancement Advisory Services, LLC 0.21% Add +111.3% 1,208,581 $87.1M
Wealthfront Advisers LLC 0.29% Reduce -4.2% 1,178,923 $84.9M
Beacon Pointe Advisors, LLC 0.93% Add +0.6% 1,084,091 $78.1M
Ritholtz Wealth Management 2.49% Add +1.7% 1,045,219 $75.3M
Baker Avenue Asset Management, LP 2.56% Add +1.4% 1,043,356 $75.2M
Stratos Wealth Partners, LTD. 1.21% Add +4.8% 1,037,452 $74.7M
Lutz Financial Services LLC 6.51% Add +1.8% 1,037,410 $74.7M
Alaska Wealth Advisors, LLC 11.52% Add +3.5% 1,030,727 $74.3M
Comerica Bank 0.29% Add +5.2% 972,178 $70.0M
GenTrust, LLC 3.78% Add +29.4% 964,870 $69.5M
Kestra Advisory Services, LLC 0.38% Add +269.6% 996,836 $67.4M
MA Private Wealth 13.23% Add +4.4% 928,306 $66.9M
Pacific Capital Wealth Advisors, Inc. 12.20% Add +67.0% 927,579 $66.8M
Bryn Mawr Trust Advisors, LLC 3.68% Add +9.1% 925,502 $66.7M
Burrus Financial Services, Inc. 33.71% Add +0.8% 916,999 $66.1M
Raffa Wealth Management, LLC 18.53% Add +0.0% 906,301 $65.3M
Financial Engines Advisors L.L.C. 0.14% Add +2.9% 890,973 $64.2M
Retirement Planning Group, LLC 4.02% Add +3.1% 878,634 $63.3M
Pacific Life Fund Advisors LLC 6.20% Reduce -22.2% 862,364 $62.1M
Bricktown Capital, LLC 12.49% Add +10.3% 851,316 $61.3M
NewEdge Advisors, LLC 0.44% Add +55.4% 844,238 $60.8M
Arkos Global Advisors 9.71% Add +11.1% 832,957 $60.0M
Alliancebernstein L.P. 0.02% Reduce -8.1% 828,012 $59.7M
Sofi Wealth, LLC 4.93% Add +15.2% 815,807 $58.8M
Trilogy Capital Inc. 3.13% Add +3.3% 801,514 $57.7M
Gilbert & Cook, Inc. 8.41% Add +1.3% 798,633 $57.5M
Horizon Bancorp Inc. 27.13% Reduce -5.1% 792,187 $57.1M
Vigilare Wealth Management 24.64% Add +126.7% 773,839 $55.8M
University of Chicago 42.59% Add +5.2% 766,763 $55.2M
Rockbridge Investment Management, LCC 7.81% Add +1.5% 764,674 $55.1M
Signaturefd, LLC 1.09% Add +1.8% 745,584 $53.7M
Atria Wealth Solutions, Inc. 0.59% Add +1.2% 742,360 $53.5M
Apriem Advisors 6.50% Add +0.9% 736,371 $53.1M
Citigroup Inc. 0.05% Reduce -8.9% 734,873 $52.9M
Great Waters Wealth Management 8.05% Reduce -5.0% 731,640 $52.7M
Partners in Financial Planning 11.40% Add +7.8% 728,220 $52.5M
Boston Standard Wealth Management, LLC 11.49% Add +6.6% 725,675 $52.3M
Rainey & Randall Wealth Advisors Inc. 11.93% Add +2.4% 701,775 $50.6M
BTC Capital Management, Inc. 4.64% Add +7.8% 694,335 $50.0M
Joule Financial, LLC 20.02% Add +2.7% 683,460 $49.2M
West Financial Advisors, LLC 10.21% Add +5.4% 682,594 $49.2M
Integrated Wealth Concepts LLC 0.67% Add +84.3% 680,924 $49.1M
Essential Planning, LLC. 21.37% Add +5780.6% 673,921 $48.6M
Ellevest, Inc. 2.90% Add +5.8% 672,032 $48.4M
Trust Co 6.19% Add +2.9% 665,807 $48.0M
Lake Street Advisors Group, LLC 2.30% Add +4.2% 662,564 $47.7M
Newton One Investments LLC 20.57% Add +10.3% 662,303 $47.7M
Lockheed Martin Investment Management Co. 2.71% No change 650,000 $46.8M
RTD Financial Advisors, Inc. 6.26% Reduce -4.8% 645,790 $46.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.55% Add +13.5% 644,526 $46.4M
Cambridge Advisors Inc. 10.69% Add +6.0% 638,351 $46.0M
Fiducient Advisors LLC 6.35% Add +2.6% 638,313 $46.0M
Manning & Napier Advisors LLC 0.51% — 632,002 $45.5M
Astoria Strategic Wealth, Inc. 14.02% Add +5.7% 629,058 $45.3M
Kingsview Wealth Management, LLC 1.05% Add +9.9% 613,936 $44.2M
Farmers & Merchants Investments Inc. 1.43% Add +6.0% 596,362 $43.0M
Harbour Investments, Inc. 1.41% Add +1.1% 581,116 $41.9M
Twele Capital Management, Inc. 9.25% Add +1.1% 566,319 $40.8M
Rappaport Reiches Capital Management, LLC 11.80% Add +10.3% 555,515 $40.0M
Cornerstone Investment Partners, LLC 1.92% Reduce -1.4% 541,056 $39.0M
Roble, Belko & Company, Inc 6.48% Add +13.2% 536,882 $38.7M
Silver Oak Advisory Group, Inc. 20.66% Add +3.1% 516,406 $37.2M
LGL Partners, LLC 5.35% Add +6.0% 507,613 $36.6M
Tectonic Advisors LLC 2.63% Add +6.8% 504,824 $36.4M
Gridiron Partners, LLC 23.12% Add +0.2% 504,014 $36.3M
Mercer Global Advisors Inc. 0.10% Reduce -11.7% 490,591 $35.3M
Aspiriant, LLC 1.42% Reduce -0.4% 484,231 $34.9M
Shufro Rose & Co. LLC 2.83% Add +3.4% 480,587 $34.6M
US Bancorp \de 0.05% Add +11.9% 477,700 $34.4M
Stephens Consulting, LLC 9.78% Add +11.2% 476,228 $34.3M
TD Capital Management LLC 3.53% Add +11.8% 468,826 $33.8M
Stifel Financial Corp. 0.04% Reduce -5.4% 462,300 $33.3M
Citadel Advisors 0.03% New 459,531 $33.1M
Private Advisor Group, LLC 0.22% Reduce -4.2% 454,101 $32.7M
FIDELIS iM, LLC 15.87% Add +3.6% 448,816 $32.3M
Equitable Holdings, Inc. 0.34% Reduce -1.4% 446,637 $32.2M
Stordahl Capital Management, Inc. 8.05% Add +5.9% 446,267 $32.2M
Dynamic Advisor Solutions LLC 1.01% Add +31.4% 445,802 $32.1M
Bluestem Financial Advisors, LLC 16.09% Add +59.7% 442,025 $31.8M
JT Stratford LLC 5.88% Add +25.6% 437,727 $31.5M
Eagle Rock Investment Company, LLC 5.70% Reduce -0.1% 437,188 $31.5M
Summit Wealth Group, LLC 9.30% New 430,382 $31.0M
Archford Capital Strategies, LLC 5.00% Add +4.1% 427,867 $30.8M
Crewe Advisors LLC 3.42% Add +10.9% 423,265 $30.5M
Trajan Wealth LLC 1.91% Add +18.8% 412,520 $29.7M
Strategies Wealth Advisors, LLC 4.31% Add +9.9% 410,819 $29.6M
Allspring Global Investments Holdings, LLC 0.05% Add +44.3% 409,329 $29.5M
Sanctuary Advisors, LLC 0.21% — 415,038 $29.4M
Cyr Financial Inc. 29.31% — 407,352 $29.3M
Financial Management Professionals, Inc. 3.96% Add +23.6% 400,822 $28.9M
D.A. Davidson & Co. 0.25% Add +1.7% 396,685 $28.6M
G2 Capital Management, LLC / Oh 8.82% Add +11.1% 393,358 $28.3M
NewSquare Capital LLC 2.44% Add +1.0% 393,169 $28.3M
OneDigital Investment Advisors LLC 0.35% Add +5.5% 388,493 $28.0M
Bluespring Wealth Management, LLC 3.01% Add +4.3% 388,269 $28.0M
Carr Financial Group Corp 8.87% Add +32.6% 386,970 $27.9M
Janney Montgomery Scott LLC 0.08% Reduce -11.6% 385,743 $27.8M
Regions Financial Corp. 0.21% Add +515.7% 380,369 $27.4M
Journey Advisory Group, LLC 3.27% Add +22.3% 379,016 $27.3M
Hobart Private Capital, LLC 7.76% Reduce -0.8% 378,350 $27.3M
Summit Trail Advisors, LLC 0.72% Reduce -48.5% 378,331 $27.3M
ALM First Financial Advisors, LLC 7.77% No change 375,000 $27.0M
Ameritas Investment Partners, Inc. 0.90% Reduce -1.9% 363,000 $26.2M
Private Ocean, LLC 2.29% Add +5448.2% 360,524 $26.0M
Kwmg, LLC 2.73% Add +7.2% 351,694 $25.3M
Prestige Wealth Management Group LLC 5.46% Reduce -2.7% 350,624 $25.3M
BHK Investment Advisors, LLC 9.76% Add +0.4% 345,199 $24.9M
Corrigan Financial, Inc. 6.27% No change 338,366 $24.6M
Steele Capital Management, Inc. 1.34% Reduce -0.3% 332,307 $23.9M
Prudent Man Advisors, LLC 8.44% Add +11.6% 330,673 $23.8M
Transamerica Financial Advisors, LLC 2.54% No change 330,646 $23.8M
Benchmark Wealth Management, LLC 12.66% Add +3.9% 329,842 $23.8M
Sound Stewardship, LLC 14.31% Add +2.3% 326,829 $23.5M
Hills Bank & Trust Co 1.90% Reduce -12.4% 325,651 $23.5M
Capital Asset Advisory Services LLC 1.25% Add +3.1% 318,020 $23.0M
Choreo, LLC 0.38% Add +17.1% 350,331 $22.9M
Smithfield Trust Co 1.20% Add +24.8% 316,450 $22.8M
Jacobi Capital Management LLC 1.97% Add +1632.5% 315,705 $22.7M
Gotham Asset Management 0.29% No change 314,883 $22.7M
Zhang Financial LLC 1.58% Add +6.7% 314,346 $22.6M
Focused Wealth Management, Inc 3.31% Add +5.3% 312,310 $22.5M
Compton Wealth Advisory Group, LLC 5.98% Add +0.4% 311,255 $22.4M
Captrust Financial Advisors 0.07% Reduce -6.8% 311,054 $22.4M
Fifth Third Securities, Inc. 2.05% Add +6.7% 308,171 $22.2M
Family Firm, Inc. 4.94% Add +110.3% 619,036 $22.2M
Global Wealth Strategies & Associates 7.89% Add +4.1% 304,996 $22.0M
Wealthspire Advisors, LLC 0.28% Reduce -5.3% 303,960 $21.9M
Axxcess Wealth Management, LLC 0.59% Add +1.6% 301,504 $21.7M
Leonard Rickey Investment Advisors P.L.L.C. 5.18% Add +4.7% 299,944 $21.6M
Litman Gregory Wealth Management LLC 1.92% Add +1.1% 299,936 $21.6M
Cahill Financial Advisors Inc. 2.94% Add +2.0% 298,358 $21.5M
Legacy Private Trust Co. 1.52% Reduce -49.7% 297,825 $21.5M
FDx Advisors, Inc. 5.92% Reduce -2.9% 297,253 $21.4M
Cobblestone Asset Management LLC 13.56% Reduce -7.1% 290,519 $20.9M
Phillips Financial Management, LLC 1.72% Reduce -7.0% 290,148 $20.9M
Eaton-Cambridge Inc. 10.60% Add +5.9% 287,625 $20.7M
Beacon Harbor Wealth Advisors, Inc. 5.39% Add +3.8% 287,587 $20.7M
Natixis Advisors, LLC 0.04% Add +63.1% 283,951 $20.5M
Avantax Advisory Services, Inc. 0.15% Add +12.4% 282,839 $20.4M
Cherry Tree Wealth Management, LLC 5.11% Add +0.1% 282,234 $20.3M
Index Fund Advisors, Inc. 1.15% Add +1.4% 281,600 $20.3M
Thrivent Financial for Lutherans 0.04% Add +16.0% 278,115 $20.0M
AllGen Financial Advisors, Inc. 7.55% New 276,098 $19.9M
SAM Advisors, LLC 7.23% Add +2.2% 273,612 $19.7M
Tenon Financial LLC 15.33% Add +0.6% 272,871 $19.7M
Baron Silver Stevens Financial Advisors, LLC 3.75% Add +2.4% 272,431 $19.6M
Nicolet Advisory Services, LLC 1.86% Reduce -64.3% 267,502 $19.4M
Flower City Capital 12.50% Reduce -9.6% 268,833 $19.4M
Visionary Wealth Advisors 1.25% Reduce -4.0% 265,144 $19.1M
Principal Securities, Inc. 0.52% Add +5.2% 262,323 $18.9M
North Star Investment Management Corp. 1.39% Reduce -0.5% 261,972 $18.9M
McNaughton Wealth Management, LLC 9.72% Add +7.2% 254,444 $18.3M
Regent Peak Wealth Advisors LLC 4.16% Add +28.3% 252,350 $18.2M
Pinnacle Associates Ltd. 0.28% Add +6.5% 248,737 $17.9M
Triad Wealth Partners, LLC 9.21% Add +18.7% 243,841 $17.6M
Petix & Botte Co 4.97% Add +83.2% 243,494 $17.5M
Aletheian Wealth Advisors LLC 9.11% Add +3.9% 240,012 $17.3M
Steward Partners Investment Advisory, LLC 0.18% Add +24.0% 238,930 $17.2M
Meeder Advisory Services, Inc. 1.21% Add +28.9% 238,021 $17.1M
N.E.W. Advisory Services LLC 1.83% Add +8.2% 235,802 $17.0M
Barclays PLC 0.01% No change 234,682 $16.9M
JFS Wealth Advisors, LLC 1.32% Add +3.3% 231,686 $16.7M
Penserra Capital Management LLC 0.21% Reduce -2.2% 228,364 $16.5M
Act Two Investors LLC 3.24% Add +7.3% 227,410 $16.4M
White Lighthouse Investment Management Inc. 3.14% Add +11.5% 226,071 $16.3M
Vannoy Advisory Group, Inc. 12.42% Add +3.6% 222,493 $16.0M
Rogco, LP 6.53% Add +2.7% 222,300 $16.0M
XML Financial, LLC 1.61% Add +9.7% 221,698 $16.0M
Roundview Capital LLC 1.26% Add +4.8% 221,376 $16.0M
Bank of Hawaii 0.71% Reduce -2.0% 215,714 $15.5M
Courage Miller Partners, LLC 5.56% Add +0.9% 214,563 $15.5M
Atmos Advisory, LLC 12.01% Add +3.1% 213,129 $15.4M
Wesbanco Bank Inc. 0.56% Add +2.9% 208,747 $15.0M
Inscription Capital, LLC 2.43% Add +1.7% 208,661 $15.0M
Acorn Wealth Advisors, LLC 7.42% Add +18.5% 208,359 $15.0M
Dravo Bay LLC 8.31% Add +12.1% 207,571 $15.0M
Lido Advisors, LLC 0.12% Reduce -1.9% 205,453 $14.8M
&partners 0.65% Add +15.8% 205,255 $14.8M
Charles Schwab Trust Co 1.36% Reduce -2.1% 203,755 $14.7M
Thompson Siegel & Walmsley LLC 0.24% Add +6.6% 203,715 $14.7M
FMR LLC 0.00% Add +56.2% 203,233 $14.6M
FOCUS Wealth Advisors, LLC 7.51% Add +1.2% 203,023 $14.6M
Abbrea Capital, LLC 1.92% Add +8.6% 201,081 $14.5M
Leavell Investment Management, Inc. 0.80% Add +2.3% 200,698 $14.5M
Veery Capital, LLC 5.82% Add +5.4% 199,531 $14.4M
CMG Global Holdings, LLC 9.45% Add +7.5% 198,344 $14.3M
Atria Investments, Inc 0.18% Reduce -7.2% 198,328 $14.3M
Bear Mountain Capital, Inc. 5.81% Add +0.1% 195,792 $14.3M
Financial Architects, LLC 9.70% Add +5.6% 198,075 $14.3M
WBH Advisory Inc. 1.44% Add +1.8% 197,088 $14.2M
LPF Advisors LLC 13.05% Add +2.2% 196,432 $14.2M
Galvin, Gaustad & Stein, LLC 1.33% Add +4.7% 196,403 $14.2M
Snowden Capital Advisors LLC 0.42% Add +59.7% 194,419 $14.0M
Rebalance, LLC 1.12% Add +16.4% 193,735 $14.0M
Whelan Financial 6.18% Add +0.8% 191,996 $13.8M
Alley Investment Management Company, LLC 1.88% Add +4.7% 191,087 $13.8M
Sightline Wealth Advisors, LLC 8.51% Add +23.2% 189,689 $13.7M
Farther Finance Advisors, LLC 0.66% Add +23.0% 190,138 $13.6M
Mather Group, Llc. 0.17% Add +10.7% 185,364 $13.5M
Ameraudi Asset Management, Inc. 6.12% Add +4.6% 186,656 $13.4M
Smith & Howard Wealth Management, LLC 4.01% Add +14.3% 186,513 $13.4M
BancFirst Trust & Investment Management 6.32% No change 185,623 $13.4M
Pathstone Holdings, LLC 0.06% Add +29.4% 185,683 $13.4M
Tompkins Financial Corp. 1.40% Add +8.5% 185,538 $13.4M
Brown Advisory Inc. 0.02% Reduce -3.8% 183,984 $13.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +2.2% 182,712 $13.2M
Peapack Gladstone Financial Corp. 0.20% Add +0.6% 183,208 $13.2M
Rockefeller Capital Management L.P. 0.04% Reduce -55.5% 182,687 $13.2M
Fonville Wealth Management LLC 5.20% Add +28.4% 182,103 $13.1M
McKinley Carter Wealth Services, Inc. 0.82% Add +5.5% 179,139 $12.9M
Sovereign Investment Advisors, LLC 4.81% Reduce -0.4% 175,255 $12.9M
Aspire Capital Advisors LLC 4.20% Add +3.3% 178,420 $12.9M
Mosaic Family Wealth Partners, LLC 2.06% Add +4.8% 177,401 $12.8M
HTLF Bank 1.44% Reduce -2.0% 175,586 $12.7M
Bristlecone Advisors, LLC 1.06% Add +10.7% 172,931 $12.5M
Continuum Advisory, LLC 1.78% Add +4.4% 171,436 $12.4M
PDS Planning, Inc 1.25% Add +3.1% 171,308 $12.3M
Benjamin F. Edwards & Company, Inc. 0.22% Reduce -15.2% 170,943 $12.3M
Mgo One Seven LLC 0.58% Add +453.1% 170,227 $12.3M
Breakwater Investment Management 5.47% Add +1.2% 169,770 $12.2M
Luminvest Wealth Management LLC 5.72% Add +57.3% 166,430 $12.2M
Hart & Patterson Financial Group LLC 6.04% Add +3.9% 169,181 $12.2M
BlueSky Wealth Advisors, LLC 2.04% New 168,363 $12.1M
BNP Paribas Financial Markets 0.01% Reduce -15.1% 165,510 $11.9M
Merit Financial Group, LLC 0.26% Reduce -18.9% 165,167 $11.9M
Kestra Private Wealth Services, LLC 0.24% Add +16.2% 165,163 $11.9M
Rwa Wealth Partners, LLC 0.16% Reduce -9.2% 164,660 $11.9M
PFG Advisors 0.79% Add +23.4% 162,351 $11.7M
Gould Capital, LLC 8.22% Reduce -0.1% 161,825 $11.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.6M
Compound Planning, Inc. 0.86% Add +199.2% 160,356 $11.6M
Blume Capital Management, Inc. 2.78% Reduce -1.8% 159,763 $11.5M
Newport Capital Group, LLC 8.99% — 157,559 $11.4M
Orion Porfolio Solutions, LLC 0.12% Add +4.3% 156,048 $11.2M
Orion Portfolio Solutions, LLC 0.12% Add +4.3% 156,048 $11.2M
Financial Advocates Investment Management 0.70% Reduce -30.6% 156,030 $11.2M
Vectors Research Management, LLC 3.44% Add +6.4% 155,650 $11.2M
Victory Capital Management Inc. 0.01% Add +202.9% 154,089 $11.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 4.59% Add +0.1% 153,037 $11.0M
Pinnacle Wealth Management Advisory Group, LLC 1.12% Add +9.2% 150,372 $10.8M
Graves Light Lenhart Wealth, Inc. 1.23% Reduce -33.5% 151,039 $10.8M
Diversify Wealth Management, LLC 1.34% — 145,033 $10.8M
FIL Ltd 0.01% Add +5.7% 149,259 $10.8M
Townsquare Capital LLC 0.15% Add +71.0% 148,707 $10.7M
Arbor Investment Advisors, LLC 1.55% Add +14.7% 147,082 $10.6M
Financial & Tax Architects, LLC 2.84% New 146,829 $10.6M
Chicago Partners Investment Group LLC 0.41% Add +4.8% 144,652 $10.6M
Broadview Financial Management, LLC 7.70% Add +7.4% 146,705 $10.6M
National Bank of Canada 0.02% Reduce -3.3% 146,259 $10.5M
Tobias Financial Advisors, Inc. 2.24% Reduce -0.9% 144,491 $10.4M
Souders Financial Advisors 1.55% Add +2.4% 142,708 $10.3M
Legacy PCG, LLC 6.41% Add +7.7% 141,737 $10.2M
Wela Strategies, Inc. 4.74% Add +2.4% 141,310 $10.2M
Charter Oak Capital Management, LLC 1.06% Reduce -55.5% 141,273 $10.2M
Bank of Montreal 0.00% Add +0.6% 140,097 $10.2M
Modera Wealth Management, LLC 0.15% Add +32.1% 141,065 $10.2M
Wrenne Financial Planning LLC 7.00% Add +12.8% 140,886 $10.2M
Perigon Wealth Management, LLC 0.29% Reduce -0.9% 140,521 $10.1M
First Heartland Consultants, Inc. 1.00% Add +2.4% 139,332 $10.0M
Cornerstone Wealth Management, LLC 0.77% Add +3.3% 139,290 $10.0M
Main Management LLC 0.82% Add +0.3% 136,903 $9.9M
TD Private Client Wealth LLC 0.31% Add +3.4% 135,648 $9.8M
Drucker Wealth 3.0, LLC 2.59% — 135,157 $9.7M
Prepared Retirement Institute LLC 6.43% Add +8.6% 134,686 $9.7M
Soltis Investment Advisors LLC 1.01% Add +14.7% 132,136 $9.5M
Main Line Retirement Advisors, LLC 7.26% Add +4.0% 131,582 $9.5M
Sugarloaf Wealth Management, LLC 1.66% Add +2.7% 128,785 $9.3M
CFS Investment Advisory Services, LLC 0.75% New 128,512 $9.3M
Altura Wealth Advisors Inc. 9.08% Add +56.1% 128,047 $9.2M
Schwallier Wealth Management LLC 7.40% Reduce -0.9% 126,475 $9.1M
Global Retirement Partners, LLC 0.28% Add +4.4% 125,691 $9.1M
FPC Investment Advisory, Inc. 8.10% Add +13.0% 122,987 $9.0M
Cadence Bank 0.67% Add +3.0% 124,679 $9.0M
Diversify Advisory Services, LLC 0.49% Reduce -67.8% 123,779 $9.0M
Exencial Wealth Advisors, LLC 0.34% Add +0.7% 124,151 $8.9M
Cibc World Market Inc. 0.02% Add +4.1% 121,987 $8.8M
1832 Asset Management L.P. 0.02% Add +4.9% 121,821 $8.8M
Staley Capital Advisers Inc. 0.40% Add +4.6% 121,306 $8.7M
B. Riley Wealth Advisors, Inc. 0.22% Add +337.3% 121,173 $8.7M
Connecticut Wealth Management, LLC 0.45% Reduce -0.7% 119,821 $8.6M
Glenview Trust Co 0.17% Reduce -3.5% 119,542 $8.6M
Certus Wealth Management, LLC 6.51% Reduce -10.7% 119,056 $8.6M
BOK Financial Private Wealth, Inc. 0.62% Reduce -6.8% 118,874 $8.6M
United Services Automobile Association 0.22% Reduce -12.5% 118,553 $8.5M
AE Wealth Management LLC 0.08% Reduce -11.3% 116,131 $8.4M
Fairview Capital Investment Management, LLC 0.46% Reduce -11.2% 114,706 $8.3M
Sanctuary Wealth Management, L.L.C. 6.25% Add +9.5% 114,605 $8.3M
Values Added Financial LLC 5.92% Add +15.9% 114,054 $8.2M
Providence First Trust Co 3.67% Add +3.3% 112,872 $8.1M
Motley Fool Wealth Management, LLC 0.41% Add +7.1% 111,065 $8.0M
Bouchey Financial Group, Ltd. 0.76% Reduce -4.0% 111,065 $8.0M
Dynamic Wealth Strategies, LLC 6.87% Reduce -0.0% 110,879 $8.0M
Darrow Company, Inc. 5.19% Add +0.2% 110,739 $8.0M
Mutual Advisors, LLC 0.24% Reduce -4.4% 108,926 $8.0M
Beacon Investment Advisory Services, Inc. 0.33% Add +18.0% 107,990 $7.8M
Franklin Resources Inc. 0.00% Add +1.0% 107,802 $7.8M
Associated Banc-Corp 0.24% Add +6.4% 107,164 $7.7M
Fragasso Financial Advisors Inc 0.64% Reduce -42.9% 106,935 $7.7M
Innealta Capital, LLC 2.54% Add +1.8% 106,322 $7.7M
Mayflower Financial Advisors, LLC 1.26% Reduce -17.8% 106,218 $7.7M
Fifth Third Bancorp 0.03% Reduce -9.8% 104,986 $7.6M
Powers Advisory Group, LLC 4.08% Add +21.1% 103,910 $7.5M
Tanager Wealth Management LLP 1.11% Add +2.1% 103,808 $7.5M
Bfsg, LLC 0.94% Add +7.8% 103,371 $7.4M
Integrated Advisors Network LLC 0.38% Reduce -3.8% 102,782 $7.4M
SOL Capital Management CO 0.89% Add +0.3% 102,720 $7.4M
Cambria Investment Management, L.P. 0.45% Add +0.8% 102,981 $7.4M
Cibc World Markets Corp. 0.05% Add +2.2% 102,102 $7.4M
Sterling Investment Management, LLC 5.58% Reduce -5.2% 101,873 $7.3M
Bare Financial Services, Inc 3.81% Add +10084.9% 98,590 $7.2M
Clearstead Advisors, LLC 0.12% Add +6224.4% 98,976 $7.1M
Triumph Capital Management 2.77% Add +6.3% 98,379 $7.1M
Silver Oak Securities, Incorporated 1.06% Reduce -7.9% 98,258 $7.1M
National Philanthropic Trust 0.13% Reduce -16.1% 98,138 $7.1M
SlateStone Wealth, LLC 0.76% Add +19.7% 97,703 $7.0M
Summit Financial, LLC 0.32% Add +160.9% 96,736 $7.0M
Oceanside Advisors LLC 5.60% Add +3.4% 96,170 $6.9M
Focus Partners Advisor Solutions, LLC 0.18% Add +30.9% 94,556 $6.8M
Deseret Mutual Benefit Administrators 3.16% Reduce -7.0% 94,458 $6.8M
SigFig Wealth Management, LLC 0.26% Add +2.3% 94,359 $6.8M
Trellis Wealth Advisors LLC 3.71% Add +3.7% 93,761 $6.8M
Washington Trust Bank 0.66% Reduce -34.6% 93,272 $6.7M
IFP Advisors, Inc 0.27% Add +8.3% 93,122 $6.7M
Sage Rhino Capital LLC 1.60% Reduce -1.4% 92,970 $6.7M
Zacks Investment Management 0.07% Reduce -4.7% 92,028 $6.6M
Trustmark Bank Trust Department 0.53% New 92,000 $6.6M
Simplicity Wealth,LLC 0.15% Reduce -0.3% 91,924 $6.6M
Brookstone Capital Management 0.11% Reduce -60.6% 89,959 $6.6M
RE Dickinson Investment Advisors, LLC 3.99% Add +1.4% 91,014 $6.6M
Squarepoint Ops LLC 0.02% Reduce -75.1% 90,808 $6.5M
Zeit Capital LLC 5.26% Add +0.3% 89,848 $6.5M
Sound View Wealth Advisors Group, LLC 0.66% Reduce -0.4% 89,121 $6.4M
Agilis Partners LLC 1.93% Reduce -3.0% 88,120 $6.3M
FMA Wealth Management, LLC 5.10% Add +3.3% 87,534 $6.3M
Okabena Investment Services Inc. 2.00% Add +7.7% 87,314 $6.3M
New Covenant Trust Company, N.A. 7.19% Add +4.3% 85,984 $6.3M
Parallel Advisors, LLC 0.16% Add +20.3% 86,397 $6.2M
Motive Wealth Advisors 3.72% Reduce -5.0% 85,927 $6.2M
Park Avenue Securities LLC 0.08% Add +5.5% 85,844 $6.2M
Bleakley Financial Group, LLC 0.18% Add +3.7% 85,126 $6.1M
Coldstream Capital Management Inc. 0.15% Reduce -18.7% 84,832 $6.1M
Azimuth Capital Investment Management LLC 0.25% No change 84,610 $6.1M
Old Port Advisors 1.81% Add +5.7% 84,222 $6.1M
Great Valley Advisor Group, Inc. 0.17% Add +77.8% 83,822 $6.0M
Lansing Street Advisors 2.51% Add +0.9% 83,425 $6.0M
PFW Advisors LLC 1.91% Reduce -2.7% 83,219 $6.0M
Fisher Asset Management 0.00% Add +10.2% 83,120 $6.0M
Sarasin & Partners LLP 0.05% Reduce -4.2% 82,406 $5.9M
Elm Partners Management LLC 0.46% Add +3.3% 82,260 $5.9M
Motiv8 Investments LLC 4.39% Add +5.6% 82,053 $5.9M
Keeler & Nadler Financial Planning & Wealth Management 3.22% Add +64.3% 81,472 $5.9M
Aptus Capital Advisors, LLC 0.11% Add +121.2% 81,399 $5.9M
Legacy Financial Group LLC 1.15% Add +4.0% 81,344 $5.9M
Baird Financial Group, Inc. 0.01% Reduce -15.1% 80,110 $5.8M
Stratos Wealth Advisors, LLC 0.28% Reduce -50.2% 79,893 $5.8M
Geneos Wealth Management Inc. 0.26% Reduce -0.3% 79,817 $5.8M
Independent Advisor Alliance 0.19% Reduce -3.5% 78,722 $5.7M
Curran Financial Partners, LLC 1.89% Add +2.1% 78,495 $5.7M
WealthCollab, LLC 4.06% Add +2.0% 78,487 $5.7M
City State Bank 2.31% Add +14.1% 78,358 $5.6M
Concourse Financial Group Securities, Inc. 0.35% Add +2.7% 78,186 $5.6M
Rathbones Group PLC 0.03% Reduce -2.9% 78,111 $5.6M
NEOS Investment Management LLC 0.23% Add +14.3% 77,913 $5.6M
Cambridge Associates LLC /Ma/ 0.26% Add +22.0% 77,422 $5.6M
Hamilton Wealth, LLC 1.48% Add +11.2% 76,649 $5.5M
Trek Financial, LLC 0.44% Add +9.9% 76,595 $5.5M
Shelter Mutual Insurance Co 1.44% No change 76,583 $5.5M
Stephen J. Garry & Associates, LLC 5.56% Reduce -0.5% 76,217 $5.5M
Karpus Management, Inc. 0.15% Reduce -41.6% 76,169 $5.5M
Capital Investment Services of America, Inc. 0.53% Reduce -5.0% 75,630 $5.4M
Apexium Financial, LP 0.39% Add +11.3% 75,421 $5.4M
Addison Capital Co 2.36% Add +50.0% 75,401 $5.4M
ETF Portfolio Partners, Inc. 1.69% Reduce -11.4% 75,081 $5.4M
Stephens Inc. 0.08% Add +14.4% 74,580 $5.4M
Deutsche Bank AG 0.00% Add +0.6% 73,423 $5.3M
Liberty Capital Management, Inc. 1.25% Add +11.9% 73,222 $5.3M
Dynasty Wealth Management, LLC 0.16% Add +0.6% 73,027 $5.3M
Roger Wittlin Investment Advisory, LLC 3.33% Add +27.7% 71,900 $5.2M
EP Wealth Advisors, LLC 0.06% Add +19.3% 71,868 $5.2M
Quattro Financial Advisors LLC 1.35% Add +2.4% 71,779 $5.2M
Saxony Capital Management, LLC 5.67% Add +97.5% 71,579 $5.2M
Modern Wealth Management, LLC 0.38% Add +3.1% 71,564 $5.2M
Laird Norton Wetherby Wealth Management, LLC 0.24% Add +21.3% 71,204 $5.1M
Commonwealth Retirement Investments LLC 2.34% Add +6.7% 71,052 $5.1M
Proffitt & Goodson Inc. 0.90% Add +2.6% 70,648 $5.1M
Grove Bank & Trust 0.82% Reduce -2.9% 70,616 $5.1M
Prospera Financial Services Inc 0.14% Reduce -7.4% 70,278 $5.1M
Symphony Financial, Ltd. Co. 0.92% Add +152.0% 70,353 $5.1M
Wilmington Savings Fund Society, FSB 0.19% Add +39.9% 69,410 $5.0M
Horizons Wealth Management 3.99% Reduce -25.6% 68,748 $5.0M
Wealthspire Retirement, LLC 0.42% Reduce -15.3% 69,361 $5.0M
Toews Corp. 0.82% Reduce -93.4% 69,274 $5.0M
UMB Bank, n.a. 0.08% Add +3.5% 68,509 $4.9M
Waverly Advisors, LLC 0.10% Add +119.3% 67,766 $4.9M
Commerce Bank 0.03% Add +5.1% 67,383 $4.9M
Brooklyn FI, LLC 1.89% Add +58.4% 67,289 $4.8M
Valeo Financial Advisors, LLC 0.15% Add +38.7% 67,124 $4.8M
Carrera Capital Advisors 1.57% — 66,843 $4.8M
SVB Wealth LLC 0.12% Reduce -53.4% 66,727 $4.8M
Spirepoint Private Client, LLC 0.68% New 66,525 $4.8M
Foster & Motley Inc. 0.33% Add +2.5% 66,324 $4.8M
Market Street Wealth Management Advisors LLC 0.82% Reduce -4.4% 66,215 $4.8M
Members Wealth LLC 3.18% — 65,097 $4.7M
Wunderlich Capital Managemnt 2.11% Add +1.1% 65,616 $4.7M
Bay Rivers Group 2.45% Add +7.9% 65,406 $4.7M
Greenspring Advisors, LLC 1.13% Reduce -10.6% 65,356 $4.7M
Farrell Financial LLC 3.63% Add +8.8% 64,699 $4.7M
Mma Asset Management LLC 2.18% Reduce -0.1% 64,465 $4.6M
Pillar Wealth Advisors, LLC 5.57% Reduce -41.1% 64,443 $4.6M
Balentine LLC 0.21% Add +3.0% 64,196 $4.6M
Fortis Advisors, LLC 3.25% Reduce -10.4% 64,103 $4.6M
Advisory Services Network, LLC 0.10% Add +43.0% 64,069 $4.6M
Summit X, LLC 1.04% Reduce -0.9% 64,011 $4.6M
Rothschild Wealth LLC 1.50% Add +6.6% 63,885 $4.6M
Plan Group Financial, LLC 2.80% Add +6.2% 63,472 $4.6M
Baldwin Wealth Partners LLC 0.34% Reduce -0.4% 61,333 $4.4M
Cresset Asset Management, LLC 0.02% Reduce -2.4% 60,806 $4.4M
Hall Kathryn A. 1.01% No change 60,679 $4.4M
Taylor Hoffman Wealth Management 1.77% Reduce -6.1% 60,945 $4.4M
Argent Trust Co 0.19% Reduce -0.9% 60,131 $4.3M
Patten Group, Inc. 1.02% Reduce -4.4% 60,085 $4.3M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -14.2% 60,034 $4.3M
Hancock Whitney Corp. 0.14% Reduce -0.4% 58,928 $4.2M
One Degree Advisors Inc 2.03% Add +3.7% 58,540 $4.2M
Stonekeep Investments, LLC 3.40% — 58,269 $4.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.33% Reduce -32.0% 58,400 $4.2M
Ballentine Partners, LLC 0.08% Reduce -3.3% 57,733 $4.2M
Cahill Wealth Management, LLC 2.48% Reduce -1.4% 57,626 $4.2M
Diversified Portfolios, Inc. 0.54% Reduce -15.2% 57,305 $4.1M
First Horizon Advisors, Inc. 0.12% Add +3.0% 56,552 $4.1M
Prudential PLC 0.03% Add +10.5% 55,970 $4.0M
Focus Financial Network, Inc. 0.17% Add +4.5% 53,955 $3.9M
Avior Wealth Management, LLC 0.17% Add +9.2% 54,492 $3.9M
Stone Summit Wealth LLC 1.40% Add +11.2% 54,292 $3.9M
Lantern Wealth Advisors, LLC 2.83% Add +1.6% 54,103 $3.9M
MainStreet Investment Advisors LLC 0.47% Reduce -6.2% 53,552 $3.9M
Herold Advisors, Inc. 0.89% Add +1.1% 53,485 $3.9M
WMG Financial Advisors, LLC 2.03% Add +0.6% 53,287 $3.8M
GoalFusion Wealth Management, LLC 2.37% Reduce -23.0% 52,900 $3.8M
Applied Capital LLC 2.18% Reduce -1.4% 52,802 $3.8M
Summit Wealth Partners, LLC 0.79% Add +2.0% 52,776 $3.8M
Human Investing LLC 0.74% Add +2.7% 52,753 $3.8M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -2.9% 52,688 $3.8M
Forbes Financial Planning, Inc. 2.95% Add +22.8% 52,127 $3.8M
Ellenbecker Investment Group 0.76% Add +12.5% 52,088 $3.8M
David Kennon Inc 1.56% Reduce -5.8% 51,510 $3.7M
Bordeaux Wealth Advisors LLC 0.71% New 51,499 $3.7M
William Howard & Co Financial Advisors Inc 3.41% Add +1.0% 51,269 $3.7M
Clarus Wealth Advisors 1.96% Add +6.8% 50,933 $3.7M
Cwm, LLC 0.02% Add +37.3% 50,717 $3.7M
Kings Path Partners LLC 1.72% — 50,701 $3.7M
Constant Guidance Financial LLC 3.77% Add +122.1% 50,734 $3.6M
Forum Private Client Group LLC 1.73% Add +8.3% 50,384 $3.6M
Lodestone Wealth Management LLC 1.91% Reduce -2.6% 50,354 $3.6M
Koshinski Asset Management, Inc. 0.34% Add +53.4% 50,129 $3.6M
Cascade Financial Partners, LLC 0.47% Reduce -3.9% 50,103 $3.6M
C M Bidwell & Associates Ltd. 2.41% Reduce -1.9% 49,877 $3.6M
REDW Wealth LLC 0.94% Reduce -9.4% 49,575 $3.6M
Wiser Wealth Management, Inc 1.10% Add +955.1% 49,443 $3.6M
Synovus Financial Corp. 0.05% Add +15.9% 48,909 $3.5M
Narus Financial Partners, LLC 1.42% Add +6.9% 48,728 $3.5M
Consilio Wealth Advisors, LLC 1.57% Add +4.1% 48,651 $3.5M
Rehmann Capital Advisory Group 0.25% Add +1.3% 48,319 $3.5M
Bank of Nova Scotia 0.01% No change 48,121 $3.5M
Sowell Financial Services LLC 0.17% Add +10.5% 48,106 $3.5M
Laird Norton Wetherby Trust Company, LLC 0.49% Reduce -0.0% 48,057 $3.5M
Haverford Trust Co 0.04% Add +0.4% 48,043 $3.5M
Cary Street Partners Investment Advisory LLC 0.14% Add +12.2% 48,007 $3.5M
Total Wealth Planning, LLC 0.57% Add +1.1% 47,317 $3.5M
Blue Trust, Inc. 0.05% Add +149.2% 47,309 $3.4M
Exchange Bank 2.91% Add +14.6% 47,548 $3.4M
Crabel Capital Management, LLC 4.16% Add +61.5% 47,042 $3.4M
Heritage Wealth Management, Inc. 3.24% Reduce -1.6% 46,602 $3.4M
Apollon Wealth Management, LLC 0.10% Reduce -11.4% 46,335 $3.3M
Balyasny Asset Management L.P. 0.01% Reduce -32.7% 46,302 $3.3M
Wealth Architects, LLC 0.40% Add +9.8% 45,933 $3.3M
General Partner, Inc. 2.11% New 45,848 $3.3M
Magnolia Capital Advisors LLC 1.85% New 45,766 $3.3M
Spire Wealth Management 0.12% Reduce -59.4% 45,638 $3.3M
Sebold Capital Management, Inc. 2.26% Reduce -5.1% 45,482 $3.3M
Frank, Rimerman Advisors LLC 0.23% No change 45,326 $3.3M
AEGON USA Investment Management, LLC 3.32% Reduce -1.9% 44,941 $3.3M
NYL Investors LLC 0.23% Reduce -0.2% 45,300 $3.3M
Pinnacle Bancorp, Inc. 0.95% Add +10.3% 44,606 $3.2M
Dunhill Financial, LLC 1.98% Add +67.5% 44,270 $3.2M
SJS Investment Consulting Inc. 0.61% Reduce -58.5% 43,817 $3.2M
Cutler Investment Counsel LLC 0.42% Reduce -5.3% 42,459 $3.1M
Mountain Pacific Investment Advisers LLC 0.23% Reduce -2.4% 42,429 $3.1M
Trust Co. of Vermont 0.17% Reduce -2.5% 42,275 $3.0M
WealthShield Partners, LLC 0.46% Add +5.3% 42,258 $3.0M
Oppenheimer & Co. Inc. 0.05% Add +7.2% 42,042 $3.0M
Gould Asset Management LLC 0.69% Reduce -1.0% 41,742 $3.0M
Mesirow Financial Investment Management, Inc. 0.07% Add +2.4% 41,423 $3.0M
Ameritas Advisory Services, LLC 0.11% Reduce -2.9% 41,126 $3.0M
Csenge Advisory Group 0.17% Add +15.0% 40,879 $2.9M
Raymond James Trust N.A. 0.07% Add +28.0% 40,736 $2.9M
Jane Street Group, LLC 0.00% New 40,599 $2.9M
Founders Financial Securities LLC 0.27% Add +19.1% 40,310 $2.9M
Security Financial Services, INC. 0.61% Add +7.4% 39,231 $2.8M
Cobblestone Capital Advisors LLC 0.17% Add +7.0% 38,989 $2.8M
Keel Point, LLC 0.25% Reduce -26.4% 37,569 $2.8M
Elevated Capital Advisors, LLC 0.78% Reduce -4.0% 38,663 $2.8M
Balanced Rock Investment Advisors LLC 2.34% Reduce -1.5% 38,607 $2.8M
Chesley Taft & Associates LLC 0.14% Add +4.2% 38,590 $2.8M
Hiley Hunt Wealth Management 1.70% Add +35.1% 38,099 $2.7M
Lebenthal Global Advisors, LLC 0.60% Add +1.0% 37,923 $2.7M
Reston Wealth Management LLC 1.09% Add +0.8% 37,884 $2.7M
PAX Financial Group, LLC 0.53% Reduce -2.4% 37,851 $2.7M
Independent Financial Group, LLC 0.11% Add +10.4% 37,733 $2.7M
SignalPoint Asset Management, LLC 0.72% Reduce -3.7% 37,631 $2.7M
RW Investment Management LLC 0.36% No change 37,164 $2.7M
Delta Asset Management LLC 0.24% Reduce -1.7% 36,700 $2.6M
American Trust 0.21% Add +175.4% 36,410 $2.6M
Allegiance Financial Group Advisory Services LLC 0.99% Add +5.5% 35,862 $2.6M
Coston, McIsaac & Partners 0.81% Add +7.0% 35,763 $2.6M
CFO4Life Group, LLC 0.48% Add +5.8% 35,732 $2.6M
Leeward Financial Partners, LLC 1.05% Add +7.2% 35,729 $2.6M
First Personal Financial Services 0.58% Add +0.3% 35,351 $2.5M
Nvwm, LLC 0.67% Reduce -1.3% 35,115 $2.5M
Wealth Advisory Solutions, LLC 0.67% Reduce -0.4% 34,403 $2.5M
Brass Tax Wealth Management, Inc. 0.48% Add +189.1% 34,368 $2.5M
Foundations Investment Advisors, LLC 0.06% Add +5.7% 34,365 $2.5M
Private Capital Management LLC 0.49% Reduce -18.6% 34,214 $2.5M
Janney Capital Management LLC 0.17% Reduce -2.6% 34,080 $2.5M
Howard Capital Management, LLC 0.24% Reduce -1.6% 34,020 $2.5M
J.W. Cole Advisors, Inc. 0.12% Reduce -38.3% 34,008 $2.5M
Frontier Asset Management, LLC 0.89% Reduce -0.8% 33,987 $2.4M
Faithward Advisors, LLC 0.44% New 33,987 $2.4M
Ausdal Financial Partners, Inc. 0.26% Reduce -29.0% 33,960 $2.4M
Prosperity Planning, Inc. 0.84% New 33,862 $2.4M
Wiser Advisor Group LLC 3.82% Reduce -16.4% 33,720 $2.4M
First PREMIER Bank 0.65% Add +5.1% 33,531 $2.4M
Smartleaf Asset Management LLC 0.40% Add +155.9% 33,299 $2.4M
Evergreen Capital Management LLC 0.09% No change 33,242 $2.4M
Flagship Private Wealth, LLC 1.42% Reduce -13.9% 33,229 $2.4M
Worth Asset Management, LLC 1.41% Reduce -27.9% 32,889 $2.4M
Coppell Advisory Solutions LLC 0.39% — 32,809 $2.4M
WFA of San Diego, LLC 2.12% — 32,802 $2.4M
Mechanics Financial Corp 1.21% Add +3.3% 32,779 $2.4M
First Citizens Bank & Trust Co. 0.04% Reduce -0.2% 32,699 $2.4M
Pinkerton Wealth, LLC 0.36% Add +43.9% 32,478 $2.3M
Strategic Investment Advisors / MI 0.29% Add +3.5% 32,463 $2.3M
Evensky & Katz LLC 0.16% Reduce -0.1% 32,361 $2.3M
Meritas Wealth Management, LLC 1.63% Add +3.6% 32,037 $2.3M
Barden Capital Management, Inc. 2.15% Add +4.7% 31,688 $2.3M
Tandem Wealth Advisors LLC 1.22% Add +2.8% 31,632 $2.3M
Warner Financial, Inc. 1.11% Add +11.3% 31,511 $2.3M
Fagan Associates, Inc. 0.40% Reduce -0.9% 31,395 $2.3M
CW Advisors, LLC 0.04% Reduce -3.1% 31,389 $2.3M
Burns J W & Co. Inc. 0.31% Reduce -8.1% 31,380 $2.3M
Stage Harbor Financial, LLC 2.17% No change 31,133 $2.2M
Bokf, NA 0.04% Reduce -18.3% 30,859 $2.2M
National Wealth Management Group, LLC 1.69% Reduce -23.4% 30,712 $2.2M
Flagship Harbor Advisors, LLC 0.13% Reduce -9.5% 30,641 $2.2M
FC Advisory LLC 0.81% Add +7.5% 30,596 $2.2M
Northern Trust Corp. 0.00% Reduce -91.0% 30,529 $2.2M
American Financial & Tax Strategies Inc. 1.16% Add +25.5% 30,506 $2.2M
Glass Jacobson Investment Advisors llc 0.80% Add +14.9% 30,317 $2.2M
Colony Family Offices, LLC 0.70% Add +0.7% 30,272 $2.2M
Flagstar Securities, Inc. 0.60% Add +0.4% 30,185 $2.2M
World Investment Advisors 0.13% Add +63.3% 30,055 $2.2M
Stonebridge Financial Planning Group, LLC 1.08% Add +9.2% 29,813 $2.1M
Gray Wealth Management Inc. 0.92% Add +17.3% 29,605 $2.1M
Neuberger Berman Group LLC 0.00% Reduce -3.3% 29,226 $2.1M
HB Wealth Management, LLC 0.02% Reduce -2.9% 29,185 $2.1M
CGN Advisors LLC 0.24% Add +1.2% 29,105 $2.1M
Root Financial Partners, LLC 0.49% Add +93.8% 29,042 $2.1M
Red Wave Investments LLC 0.77% Reduce -3.8% 28,954 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +1.1% 29,148 $2.1M
Straight Path Wealth Management 1.05% Add +20.4% 28,366 $2.0M
Sigma Planning Corp 0.06% Add +4.4% 28,274 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +4.6% 28,259 $2.0M
Western Wealth Management, LLC 0.15% Reduce -34.1% 28,251 $2.0M
Moneda S.A. Administradora General de Fondos 1.43% No change 28,250 $2.0M
Regis Acquisition Inc. 1.23% Add +16.9% 28,102 $2.0M
Culbertson A N & Co. Inc. 0.35% Reduce -1.0% 27,959 $2.0M
Rothschild Capital Partners, LLC 0.57% Add +60.1% 27,874 $2.0M
HBK Sorce Advisory LLC 0.07% Add +36.8% 27,625 $2.0M
Evanson Asset Management, LLC 0.15% Add +0.7% 27,557 $2.0M
Continental Investors Services, Inc. 4.41% Reduce -5.6% 27,496 $2.0M
Gordian Advisors LLC 1.89% No change 27,229 $2.0M
Plum Street Advisors, LLC 1.14% Add +0.3% 27,187 $2.0M
Walkner Condon Financial Advisors LLC 0.42% Reduce -1.0% 27,102 $2.0M
Stratos Investment Management, LLC 0.16% Reduce -93.8% 27,026 $1.9M
Ramiah Investment Group 1.90% Add +5.8% 26,965 $1.9M
Marotta Asset Management 0.40% Add +11.6% 27,039 $1.9M
Bath Savings Trust Co 0.20% Reduce -0.2% 26,660 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Reduce -2.6% 26,645 $1.9M
Kathleen S. Wright Associates Inc. 0.88% Reduce -2.9% 26,506 $1.9M
RFP Financial Group LLC 0.71% Reduce -8.9% 26,490 $1.9M
Shakespeare Wealth Management, LLC 0.55% Reduce -12.6% 26,457 $1.9M
Private Trust Co. NA 0.21% Add +17.5% 26,433 $1.9M
VestGen Investment Management 0.56% Reduce -0.6% 26,333 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -3.1% 26,161 $1.9M
Cardiff Park Advisors, LLC 0.18% Add +17.2% 26,122 $1.9M
Willow Creek Wealth Management Inc. 0.21% Add +31.3% 26,073 $1.9M
Penobscot Wealth Management 1.12% Reduce -12.4% 25,936 $1.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -34.6% 25,991 $1.9M
Arrow Financial Corp 0.18% Add +78.3% 25,950 $1.9M
HFG Advisors, Inc. 1.74% Add +4.2% 25,907 $1.9M
Courier Capital LLC 0.15% Reduce -84.7% 25,890 $1.9M
Westside Investment Management, Inc. 0.42% Reduce -1.0% 25,641 $1.8M
City Holding Co. 0.27% Add +2.7% 25,631 $1.8M
Coordinated Financial Services, Inc. 1.59% Reduce -26.9% 25,342 $1.8M
Nicolet Bankshares Inc. 0.38% Reduce -24.9% 25,260 $1.8M
Wealthcare Advisory Partners LLC 0.06% Reduce -4.9% 25,238 $1.8M
Wealth Group Ltd 0.55% Reduce -0.8% 25,217 $1.8M
Insigneo Advisory Services, LLC 0.20% New 24,440 $1.8M
Sunpointe, LLC 1.18% New 25,193 $1.8M
MN Wealth Advisors, LLC 1.05% Add +0.6% 25,115 $1.8M
TCI Wealth Advisors, Inc. 0.17% Add +18.4% 25,095 $1.8M
Integrity Wealth Solutions LLC 1.17% Add +15.0% 24,993 $1.8M
Eley Financial Management, Inc 0.76% Reduce -0.2% 24,913 $1.8M
Steel Grove Capital Advisors, LLC 0.25% Reduce -10.0% 24,912 $1.8M
Beaumont Financial Advisors, LLC 0.14% Add +7.9% 24,857 $1.8M
Scissortail Wealth Management, LLC 0.46% Reduce -0.9% 24,765 $1.8M
Eastern Bank 0.07% No change 24,648 $1.8M
First National Bank of Omaha 0.12% Reduce -8.2% 24,424 $1.8M
Main Street Financial Solutions, LLC 0.17% Add +12.0% 24,406 $1.8M
Concurrent Investment Advisors, LLC 0.06% Reduce -7.9% 24,318 $1.8M
Capital Insight Partners, LLC 0.33% Reduce -5.7% 23,910 $1.7M
IHT Wealth Management, LLC 0.06% Add +62.4% 23,863 $1.7M
Gateway Wealth Partners, LLC 0.52% Reduce -12.3% 23,754 $1.7M
Scotia Capital Inc. 0.01% Reduce -5.1% 23,713 $1.7M
Moneta Group Investment Advisors LLC 0.03% Reduce -15.5% 23,621 $1.7M
Retirement Guys Formula LLC 0.82% Reduce -7.3% 23,620 $1.7M
Tenret Co LLC 1.18% Add +12.4% 23,604 $1.7M
Wells Financial Advisors INC 1.12% Reduce -0.8% 23,602 $1.7M
Lion Street Advisors, LLC 0.62% Add +14.1% 23,299 $1.7M
CreativeOne Wealth, LLC 0.08% Add +0.9% 23,112 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Add +3.7% 23,034 $1.7M
Centaurus Financial, Inc. 0.11% Add +5.5% 23,005 $1.7M
Cumberland Partners Ltd 0.12% No change 22,515 $1.6M
Catalyst Financial Partners LLC 0.36% Reduce -33.4% 22,463 $1.6M
Grey Fox Wealth Advisors, LLC 0.57% Add +13.0% 22,462 $1.6M
Level Four Advisory Services, LLC 0.07% Reduce -85.0% 22,380 $1.6M
Capital Square, LLC 1.05% Reduce -0.1% 22,167 $1.6M
TFC Financial Management, Inc. 0.28% Add +0.6% 22,345 $1.6M
Blair William & Co. 0.00% Reduce -5.4% 22,187 $1.6M
Source Financial Advisors LLC 0.49% Reduce -2.9% 22,163 $1.6M
Cape Cod Five Cents Savings Bank 0.15% Reduce -16.0% 22,153 $1.6M
Seldon Capital LP 0.87% No change 21,582 $1.6M
GeoWealth Management, LLC 0.07% Add +2.3% 21,535 $1.6M
Boston Family Office LLC 0.11% Reduce -0.5% 21,401 $1.5M
Power Wealth Management LLC 0.74% Reduce -1.9% 21,365 $1.5M
HT Partners LLC 0.54% Reduce -29.8% 21,284 $1.5M
StoneX Group Inc. 0.12% Add +16.4% 21,249 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.44% Add +1970.4% 21,242 $1.5M
Wealth Group, Ltd. 1.08% Add +9.8% 20,854 $1.5M
One Wealth Map LLC 0.93% No change 20,641 $1.5M
Eight 31 Financial, LLC 1.15% Reduce -15.9% 20,764 $1.5M
Parkside Advisors LLC 0.38% Reduce -2.8% 20,688 $1.5M
Acas, LLC 1.30% Reduce -6.2% 20,268 $1.5M
Center For Asset Management LLC 0.98% New 20,556 $1.5M
Clear Creek Financial Management, LLC 0.18% Reduce -35.9% 20,519 $1.5M
Simon Quick Advisors, LLC 0.10% Reduce -6.7% 20,439 $1.5M
Pineridge Advisors LLC 0.50% Add +161.8% 20,324 $1.5M
Trust Point Inc. 0.12% Reduce -1.4% 20,315 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -1.7% 20,314 $1.5M
Kingfisher Capital LLC 0.34% Add +0.3% 20,239 $1.5M
PBMares Wealth Management LLC 0.36% Reduce -40.5% 20,217 $1.5M
Tradewinds, LLC. 0.45% New 20,183 $1.5M
Compass Ion Advisors, LLC 0.21% Add +1.4% 19,989 $1.5M
Red Tortoise LLC 0.79% Add +11.8% 20,099 $1.4M
HBW Advisory Services LLC 0.24% Add +48.4% 20,065 $1.4M
Dakota Wealth Management 0.03% Add +11.2% 19,863 $1.4M
Cypress Point Wealth Management, LLC 0.68% Reduce -1.6% 19,794 $1.4M
Seven Mile Advisory 1.05% Reduce -1.4% 19,791 $1.4M
Treynor Bancshares, Inc. 1.49% Reduce -65.1% 19,732 $1.4M
Moneco Advisors, LLC 0.21% Add +17.8% 19,682 $1.4M
Avantax Planning Partners, Inc. 0.05% Reduce -2.7% 19,607 $1.4M
International Assets Investment Management, LLC 0.13% Reduce -2.1% 19,491 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.32% Add +23.4% 19,462 $1.4M
Wedbush Securities Inc. 0.05% Add +9.4% 19,406 $1.4M
Apeiron RIA LLC 0.43% Reduce -4.9% 19,397 $1.4M
First United Bank & Trust 0.51% Reduce -0.4% 19,136 $1.4M
W.H. Cornerstone Investments Inc. 0.98% Reduce -45.5% 19,117 $1.4M
Washington Trust Advisors, Inc. 0.13% Reduce -13.5% 19,112 $1.4M
OLIO Financial Planning 0.58% Reduce -0.1% 18,667 $1.4M
Life Planning Partners, Inc 1.23% Add +10.8% 18,803 $1.4M
Great Lakes Retirement, Inc. 0.19% Reduce -17.3% 18,751 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -10.8% 18,701 $1.3M
Cahaba Wealth Management, Inc. 0.12% Add +0.8% 18,673 $1.3M
Pacific Wealth Strategies Group, Inc. 1.10% Add +14.8% 18,466 $1.3M
Independent Wealth Network Inc. 0.62% Reduce -2.3% 18,438 $1.3M
Financial Strategies Group, Inc. 0.33% Add +1.7% 18,162 $1.3M
HTG Investment Advisors, Inc. 0.70% Add +68.5% 18,144 $1.3M
Capital Analysts, LLC 0.06% Add +11.6% 18,035 $1.3M
Bell Investment Advisors, Inc 0.25% Reduce -13.8% 17,984 $1.3M
First Citizens Financial Corp 0.76% Add +7.6% 17,781 $1.3M
Hill Investment Group Partners, LLC 0.17% Add +0.8% 17,571 $1.3M
Meridian Wealth Partners, LLC 0.22% Reduce -0.2% 17,656 $1.3M
Howard Wealth Management, LLC 1.00% Add +2.9% 17,605 $1.3M
WealthCare Investment Partners, LLC 0.59% Add +2.8% 17,519 $1.3M
Capital Planning Advisors, LLC 0.21% Add +45.9% 17,419 $1.3M
Family Wealth Partners, LLC 0.64% Reduce -4.1% 17,246 $1.2M
Arkadios Wealth Advisors 0.08% Reduce -12.3% 17,179 $1.2M
Gladstone Institutional Advisory LLC 0.06% Reduce -18.1% 17,031 $1.2M
BCGM Wealth Management, LLC 0.42% Add +3.2% 16,953 $1.2M
TPG Advisors LLC 1.03% — 16,863 $1.2M
Private Client Services, LLC 0.76% Add +4.9% 16,848 $1.2M
Endowment Wealth Management, Inc. 0.88% Add +1.8% 16,795 $1.2M
Strategic Financial Concepts, LLC 0.70% Add +4630.7% 2,136,615 $1.2M
Ted Buchan & Co 0.64% Reduce -1.8% 16,611 $1.2M
Fort Henry Capital, LLC 0.86% Add +10.6% 16,564 $1.2M
Estate Counselors, LLC 0.13% Reduce -72.8% 16,555 $1.2M
Goelzer Investment Management, Inc. 0.07% Add +36.1% 16,516 $1.2M
Mayport, LLC 0.42% Reduce -8.1% 16,515 $1.2M
Long Run Wealth Advisors, LLC 0.30% New 16,482 $1.2M
NBT Bank, N.A. 0.08% Reduce -1.4% 16,351 $1.2M
Wealthstream Advisors, Inc. 0.43% Add +0.6% 16,333 $1.2M
Torray Investment Partners LLC 0.18% No change 16,325 $1.2M
Brighton Jones LLC 0.04% Reduce -5.2% 16,268 $1.2M
Perennial Investment Advisors, LLC 0.17% Add +7.0% 16,252 $1.2M
Legacy Financial Strategies, LLC 0.28% Reduce -1.1% 16,243 $1.2M
Nations Financial Group Inc, /Ia/ 0.10% Add +0.1% 16,227 $1.2M
Financial Insights, Inc. 0.32% Reduce -24.7% 15,945 $1.1M
Callan Family Office, LLC 0.22% New 15,882 $1.1M
Investment Advisory Group, LLC 0.44% Add +2.0% 15,865 $1.1M
Ascent Group, LLC 0.09% Reduce -7.9% 15,583 $1.1M
Sequent Planning LLC 0.38% Add +24.1% 15,702 $1.1M
VERITY Wealth Advisors 0.84% Add +0.7% 15,519 $1.1M
My Personal CFO, LLC 0.59% Reduce -6.9% 15,338 $1.1M
Tillman Hartley LLC 0.38% Add +0.0% 15,314 $1.1M
Creekside Partners 0.60% — 15,104 $1.1M
Caldwell Trust Co 0.12% Add +6.5% 15,023 $1.1M
Fermata Advisors, LLC 0.25% Reduce -13.1% 14,982 $1.1M
IFG Advisory, LLC 0.07% Add +17.0% 14,972 $1.1M
Strategic Financial Planning, Inc. 0.78% Add +22.5% 14,941 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.21% Add +1.6% 14,848 $1.1M
Oak Hill Wealth Advisors, LLC 0.32% — 14,801 $1.1M
Novak & Powell Financial Services, Inc. 0.66% Reduce -0.5% 14,759 $1.1M
Waterford Advisors, LLC 0.45% Add +48.0% 15,106 $1.1M
Passive Capital Management, LLC. 0.39% New 14,695 $1.1M
GYL Financial Synergies, LLC 0.08% Add +35.1% 14,663 $1.1M
First National Trust Co 0.04% Add +4.0% 14,525 $1.0M
MorganRosel Wealth Management, LLC 0.37% Add +1.4% 14,493 $1.0M
Heritage Financial Services, LLC 0.15% Add +2.1% 14,461 $1.0M
Freestone Capital Holdings, LLC 0.04% Reduce -6.2% 14,422 $1.0M
Archer Investment Corp 0.30% Reduce -13.2% 14,413 $1.0M
Berger Financial Group, Inc 0.08% Reduce -20.5% 14,383 $1.0M
Archvest Wealth Advisors, Inc. 0.69% Add +29.0% 14,489 $1.0M
Signature Estate & Investment Advisors LLC 0.03% New 14,324 $1.0M
Ashton Thomas Securities, LLC 0.25% — 14,186 $1.0M
PFG Investments, LLC 0.07% Reduce -12.6% 14,136 $1.0M
Guardian Asset Advisors, LLC 0.75% Add +96.0% 14,101 $1.0M
Sharp Wealth Advisory, LLC 0.87% Add +2.2% 14,086 $1.0M
Gemmer Asset Management LLC 0.11% Add +0.9% 13,995 $1.0M
Collaborative Wealth Managment Inc. 0.49% Reduce -0.1% 13,922 $1.0M
Cary Street Partners Asset Management LLC 0.15% Add +65.3% 13,912 $1.0M
RBA Wealth Management, LLC 0.40% Add +20.5% 13,811 $995K
Roberts Glore & Co. Inc. 0.30% Add +15.5% 13,681 $986K
Gryphon Financial Partners LLC 0.15% Add +30.7% 13,680 $986K
Horizon Investment Services, LLC 0.46% Reduce -1.3% 13,557 $977K
HM Payson & Co. 0.02% Reduce -2.3% 13,500 $973K
MBA Advisors LLC 0.49% Reduce -20.2% 13,366 $963K
Kingswood Wealth Advisors, LLC 0.09% Add +0.3% 13,350 $962K
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -18.4% 13,317 $960K
Money Concepts Capital Corp. 0.08% Add +61.6% 13,311 $959K
Arete Wealth Advisors, LLC 0.08% Reduce -76.7% 13,278 $958K
Burton Enright Welch 0.22% Reduce -11.5% 13,288 $957K
Aspire Private Capital, LLC 0.25% Reduce -5.9% 13,208 $952K
Annapolis Financial Services, LLC 0.30% Reduce -15.8% 12,931 $932K
United Capital Financial Advisors, LLC 0.01% Reduce -9.9% 12,930 $932K
Topel & Distasi Wealth Management, LLC 0.41% Add +3.7% 12,841 $925K
Squire Investment Management Company, LLC 0.52% Add +19.6% 12,840 $925K
FSA Advisors, Inc. 0.95% Reduce -4.6% 12,673 $914K
Hemington Wealth Management 0.31% Reduce -12.5% 12,694 $914K
Hardin Capital Partners, LLC 0.59% — 12,463 $898K
Guardian Wealth Advisors, LLC / NC 0.10% No change 12,448 $897K
Everhart Financial Group, Inc. 0.23% Add +27.8% 12,892 $894K
Prostatis Group LLC 0.31% Reduce -6.1% 12,405 $894K
Strategic Advocates LLC 0.35% Add +1.4% 12,400 $893K
Graypoint LLC 0.06% Reduce -7.5% 12,313 $887K
Piedmont Capital Management, LLC 0.60% No change 12,319 $884K
Claro Advisors Inc. 0.14% Reduce -11.7% 12,252 $883K
Daymark Wealth Partners, LLC 0.04% Add +197.1% 12,114 $873K
Hendershot Investments Inc. 0.13% Add +0.3% 12,077 $870K
Cannon Financial Strategists, Inc. 0.16% Add +0.8% 11,934 $860K
First American Trust, FSB 0.09% Reduce -40.5% 11,776 $848K
Jasper Ridge Partners, L.P. 0.03% No change 11,773 $848K
Argonautica Private Wealth Management, Inc. 0.29% Reduce -1.0% 11,767 $848K
Vivid Wealth Management, LLC 0.47% New 11,760 $847K
Financial Avengers, Inc. 0.45% Add +7.9% 11,746 $846K
American Investment Services, Inc. 0.15% Add +9.8% 11,638 $839K
Financial Counselors Inc. 0.01% Reduce -31.9% 11,529 $831K
Cyndeo Wealth Partners, LLC 0.06% Add +32.3% 11,473 $827K
Twin Peaks Wealth Advisors, LLC 0.41% Add +142.4% 11,452 $825K
Cascade Investment Group, Inc. 0.64% Reduce -4.3% 11,429 $823K
Stonegate Investment Group, LLC 0.02% Add +45.1% 11,427 $823K
Sequoia Financial Advisors, LLC 0.01% Reduce -68.8% 11,420 $823K
Institute for Wealth Management, LLC. 0.11% Reduce -7.4% 11,413 $822K
Ruedi Wealth Management, Inc. 0.32% Reduce -3.8% 11,392 $821K
Investment Research & Advisory Group, Inc. 0.36% Reduce -0.8% 11,378 $820K
WCG Wealth Advisors LLC 0.06% Reduce -6.4% 11,317 $815K
Linscomb Wealth, Inc. 0.04% Reduce -0.5% 11,253 $811K
Thrive Capital Management, LLC 0.37% New 11,240 $810K
Lifeworks Advisors, LLC 0.22% Reduce -48.6% 11,160 $804K
Schmidt P J Investment Management Inc. 0.15% Add +20.1% 11,156 $804K
Lazari Capital Management, Inc. 0.36% New 11,152 $804K
Amundi 0.00% Reduce -3.5% 11,100 $800K
Aua Capital Management, LLC 0.48% No change 11,061 $797K
Optivise Advisory Services LLC 0.43% — 11,040 $795K
Insight Wealth Partners, LLC 0.51% Add +14.9% 10,969 $790K
AQR Capital Management 0.00% Add +244.9% 10,865 $783K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -8.1% 10,847 $782K
SilverOak Wealth Management LLC 0.19% Reduce -2.7% 10,753 $775K
Cumberland Advisors Inc. 0.32% Add +127.1% 10,730 $773K
AdvisorNet Financial, Inc 0.07% Reduce -3.2% 10,710 $772K
Sovereign Financial Group, Inc. 0.19% Reduce -0.3% 10,669 $769K
Journey Strategic Wealth LLC 0.03% New 10,669 $769K
Christensen, King & Associates Investment Services, Inc. 0.38% Reduce -2.8% 10,604 $764K
Sage Financial Group Inc. 0.07% Add +0.4% 10,523 $758K
RCS Financial Planning, LLC 0.45% Add +18.6% 10,504 $757K
Burney Co./ 0.03% No change 10,489 $756K
St Germain D J Co. Inc. 0.04% Reduce -65.1% 10,435 $752K
Traynor Capital Management, Inc. 0.06% Reduce -19.6% 10,417 $751K
Truepoint, Inc. 0.02% Add +54.3% 10,387 $748K
Pacific Financial Group Inc. 0.53% Reduce -0.7% 10,375 $748K
EverSource Wealth Advisors, LLC 0.05% Reduce -6.8% 10,152 $746K
Beacon Wealthcare LLC 0.33% Reduce -25.7% 10,357 $746K
Idaho Trust Co 0.38% New 10,342 $745K
Lanham O'Dell & Company, Inc. 0.42% Reduce -8.5% 52,992 $743K
Leo Wealth, LLC 0.07% Add +3.9% 10,183 $728K
Websterrogers Financial Advisors, LLC 0.26% Reduce -2.8% 10,105 $728K
Dorsey & Whitney Trust CO LLC 0.05% Add +0.8% 9,996 $720K
Keybank National Association 0.00% Reduce -5.6% 9,978 $719K
Realta Investment Advisors 0.14% Add +5.7% 9,963 $718K
Kraft, Davis & Associates, LLC 0.22% No change 9,836 $718K
Horizon Investments, LLC 0.02% Add +169.4% 10,005 $716K
Orcam Financial Group 0.76% Add +0.0% 9,824 $708K
Oldfather Financial Services, LLC 0.29% Add +29.7% 9,793 $706K
Sabal Trust CO 0.04% No change 9,737 $702K
Full Sail Capital, LLC 0.05% Reduce -5.1% 9,670 $697K
Balboa Wealth Partners 0.18% Add +2.7% 9,662 $696K
Myecfo, LLC 0.40% Add +81.3% 9,634 $694K
Security National Bank of Sioux City Iowa 0.50% Reduce -0.8% 9,571 $690K
Formidable Asset Management, LLC 0.11% New 9,566 $689K
Taylor & Morgan Wealth Management, LLC 0.48% Reduce -0.4% 9,512 $685K
Hilltop Holdings Inc. 0.08% Add +18.2% 9,441 $680K
Blue Barn Wealth, LLC 0.38% Add +42.4% 9,384 $677K
Buckingham Strategic Wealth, LLC 0.01% Reduce -27.8% 9,363 $675K
United Advisor Group, LLC 0.21% Reduce -12.1% 9,327 $672K
Absolute Capital Management, LLC 0.40% Reduce -0.1% 9,194 $662K
Monterey Private Wealth, Inc. 0.24% Add +2.9% 9,041 $651K
Crew Capital Management, Ltd 0.52% Reduce -63.5% 9,040 $651K
Northeast Financial Group, Inc. 0.28% Reduce -1.9% 9,030 $651K
O'shaughnessy Asset Management, LLC 0.01% Add +229.0% 8,991 $648K
Hazlett, Burt & Watson, Inc. 0.33% Add +1.1% 8,984 $647K
Shorepath Capital Management LLC 0.50% No change 8,935 $644K
Pinnacle Financial Group, LLC / IL 0.28% Add +5.0% 8,926 $643K
Cassaday & Co Wealth Management LLC 0.02% Add +115.2% 8,916 $642K
Riverpoint Wealth Management Holdings, LLC 0.18% Add +2.8% 8,906 $642K
Northwest Financial Advisors 0.65% Add +8.1% 8,898 $641K
Driehaus Capital Management LLC 0.01% Add +4.1% 8,876 $640K
Conrad Siegel Investment Advisors, Inc. 0.19% Add +11.1% 8,863 $639K
Cornerstone Advisors Asset Management, LLC 0.18% No change 8,829 $636K
Bull Street Advisors, LLC 0.30% Reduce -8.7% 8,748 $630K
CIC Wealth, LLC 0.17% Add +2.2% 8,721 $628K
Colonial Trust Co / SC 0.11% Reduce -2.1% 8,696 $627K
Fairway Wealth LLC 0.37% Add +22.7% 8,650 $623K
Davis R M Inc. 0.01% Add +15.7% 8,641 $623K
Epic Trust Investment Advisors, LLC 0.68% Reduce -22.9% 8,584 $618K
Capital Investment Advisors, LLC 0.01% Reduce -3.8% 8,583 $618K
Key Financial Inc 0.15% Add +0.0% 8,527 $614K
Lockerman Financial Group, Inc. 1.11% Reduce -2.6% 8,499 $612K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +8.4% 8,451 $609K
Whitaker-Myers Wealth Managers, LTD. 0.22% Reduce -33.4% 8,441 $608K
Richardson Financial Services Inc. 0.44% Reduce -5.2% 8,431 $607K
Liberty Wealth Management LLC 0.11% Add +492.5% 52,351 $606K
HCR Wealth Advisors 0.09% Reduce -1.0% 8,408 $606K
Householder Group Estate & Retirement Specialist, LLC 0.17% Reduce -0.7% 8,409 $605K
B.O.S.S. Retirement Advisors, LLC 0.15% New 8,387 $604K
Aries Wealth Management 0.19% No change 8,324 $600K
Larson Financial Group LLC 0.04% Reduce -5.3% 8,309 $599K
Sandbox Financial Partners, LLC 0.23% Add +0.7% 8,279 $597K
Belpointe Asset Management LLC 0.04% Reduce -30.9% 8,253 $595K
Marion Wealth Management 0.17% Add +0.1% 8,252 $595K
Cassady Schiller Wealth Management, LLC 0.24% No change 8,246 $594K
Verus Capital Partners, LLC 0.06% Add +10.7% 8,226 $593K
Keystone Wealth Services, LLC 0.18% New 8,222 $592K
Certified Advisory Corp 0.07% Reduce -4.4% 8,220 $592K
Citizens Financial Group Inc. 0.01% Add +9.5% 8,178 $589K
Robertson Stephens Wealth Management, LLC 0.03% New 8,150 $587K
McAdam, LLC 0.04% Add +8.6% 8,136 $586K
Planning Alternatives Ltd. 0.09% New 8,103 $584K
Ascentis Independent Advisors 0.12% — 8,095 $583K
BTS Asset Management, Inc. 0.54% Reduce -46.2% 8,056 $583K
Empower Advisory Group, LLC 0.00% Reduce -60.5% 8,073 $582K
Rock Point Advisors, LLC 0.17% Add +0.3% 8,063 $581K
Keener Financial Planning LLC 0.38% Add +2.3% 8,035 $578K
BCM Advisors, LLC 0.14% New 7,817 $575K
Verum Partners LLC 0.18% Add +6.3% 7,847 $565K
Hoylecohen, LLC 0.04% Reduce -4.8% 7,847 $565K
Addison Advisors LLC 0.18% Add +24.6% 7,838 $565K
Pioneer Wealth Management Group 0.30% Add +0.8% 7,820 $563K
WMS Partners, LLC 0.04% Add +1.1% 7,815 $563K
HUB Investment Partners, LLC 0.03% Reduce -2.5% 7,808 $563K
Intrua Financial, LLC 0.09% Add +3.2% 7,743 $558K
Anchor Capital Advisors LLC 0.02% Add +67.9% 7,725 $557K
Successful Portfolios LLC 0.39% Add +0.9% 7,724 $557K
Discipline Wealth Solutions, LLC 0.44% Add +2.1% 7,717 $556K
Patron Partners, LLC 0.33% Reduce -5.4% 7,693 $554K
Keudell/Morrison Wealth Management 0.16% Reduce -4.8% 7,692 $554K
King Wealth Management Group 0.09% Reduce -3.5% 7,675 $553K
Modus Advisors, LLC 0.19% Reduce -1.3% 7,627 $550K
GPS Wealth Strategies Group, LLC 0.08% Add +7.5% 7,587 $547K
Webster Bank, N. A. 0.06% Reduce -8.3% 7,586 $547K
Bond & Devick Financial Network, Inc. 0.29% Add +42.3% 7,580 $546K
Carolinas Wealth Consulting LLC 0.11% Add +10.7% 7,567 $545K
Lodestar Private Asset Management LLC 0.07% New 7,532 $543K
Avidian Wealth Enterprises, LLC 0.03% Add +4.8% 7,525 $542K
Joel Isaacson & Co., LLC 0.03% Reduce -6.7% 7,508 $541K
Schechter Investment Advisors, LLC 0.04% Reduce -5.2% 7,478 $539K
Rothschild Investment LLC 0.04% Reduce -11.1% 7,473 $538K
Procyon Advisors, LLC 0.04% Add +11.7% 7,439 $536K
Access Financial Services, Inc. 0.24% Add +3.3% 7,402 $533K
Sfmg, LLC 0.05% Reduce -30.0% 7,396 $533K
USAdvisors Wealth Management, LLC 0.19% Add +1.4% 7,386 $532K
Rain Capital Management, LLC 0.37% Add +2.6% 7,411 $531K
McLean Asset Management Corp 0.17% Add +43.6% 7,283 $528K
SeaCrest Wealth Management, LLC 0.06% Add +59.0% 7,316 $527K
Apollon Financial, LLC 0.17% Reduce -6.0% 7,303 $526K
NewEdge Wealth, LLC 0.01% Reduce -5.3% 7,297 $526K
Nikulski Financial, Inc. 0.17% Add +9.4% 7,260 $523K
Alera Investment Advisors, LLC 0.06% New 7,250 $522K
Covestor Ltd 0.34% Add +9.3% 7,248 $522K
Awm Capital, LLC 0.08% Reduce -1.4% 7,244 $522K
SMI Advisory Services, LLC 0.13% New 7,195 $521K
Wedmont Private Capital 0.03% Reduce -0.2% 7,108 $519K
Barrett & Company, Inc. 0.23% Add +0.0% 7,182 $517K
Hanson & Doremus Investment Management 0.09% Reduce -43.6% 7,096 $511K
Sterling Financial Planning, Inc. 0.21% Reduce -52.8% 7,084 $510K
Hohimer Wealth Management, LLC 0.12% Add +19.7% 7,042 $507K
Arlington Trust Co LLC 0.12% No change 7,040 $507K
Robinswood Financial LLC 0.20% Add +13.3% 7,004 $505K
Rodgers Brothers Inc. 0.07% Reduce -17.6% 7,000 $504K
McCarthy Asset Management, Inc. 0.30% Add +87.6% 6,981 $503K
Windward Private Wealth Management Inc. 0.20% Reduce -9.6% 6,935 $500K
Ally Invest Advisors Inc. 0.05% Add +8.3% 6,839 $493K
Napatree Capital LLC 0.40% No change 6,819 $491K
Abacus Planning Group, Inc. 0.09% No change 6,760 $487K
Fiera Capital Corp 0.00% Reduce -6.0% 6,740 $486K
Clarity Capital Advisors, LLC 0.37% Add +0.7% 6,726 $485K
Jump Financial, LLC 0.01% New 6,722 $484K
Welch & Forbes LLC 0.01% Reduce -4.7% 6,720 $484K
Palisade Asset Management, LLC 0.05% Add +31.0% 6,716 $484K
Mustard Seed Financial, LLC 0.46% Reduce -4.2% 6,705 $483K
TFB Advisors LLC 0.16% Add +14.6% 6,651 $479K
Maia Wealth LLC 0.14% — 6,586 $479K
Enterprise Bank & Trust Co 0.16% No change 6,601 $476K
Pallas Capital Advisors LLC 0.02% Add +0.1% 6,516 $475K
New Potomac Partners, LLC 0.26% Add +5.3% 6,590 $475K
Wealth Effects LLC 0.17% Add +14.3% 6,551 $472K
Garrison Point Advisors, LLC 0.31% Add +29.4% 6,539 $471K
Cordgrass Capital Advisors, LLC 0.15% No change 6,534 $471K
Arrowroot Family Office, LLC 0.30% Reduce -20.2% 6,510 $469K
Country Club Bank 0.03% Reduce -16.8% 6,445 $467K
ProVise Management Group, LLC 0.04% Reduce -6.7% 6,466 $466K
Cordant, Inc. 0.26% Reduce -1.1% 6,344 $457K
Lanark Financial, Inc. 0.04% Add +156.1% 6,354 $457K
Legacy Advisors, LLC 0.06% Reduce -6.2% 6,329 $456K
Abound Wealth Management 0.17% Add +0.3% 6,314 $455K
Latitude Advisors, LLC 0.28% Add +2.6% 6,310 $455K
Fulcrum Equity Management 0.41% Reduce -5.4% 6,293 $453K
Invst, LLC 0.05% Add +90.5% 6,344 $453K
Venture Visionary Partners LLC 0.02% New 6,226 $449K
Schwarz Dygos Wheeler Investment Advisors LLC 0.12% Add +8.2% 6,204 $447K
Cape Investment Advisory, Inc. 0.20% Reduce -24.9% 6,202 $447K
Truefg, LLC 0.16% Add +1.5% 6,192 $446K
American Capital Advisory, LLC 0.32% Reduce -57.2% 6,045 $445K
Weitzel Financial Services, Inc. 0.22% Reduce -3.9% 6,219 $444K
Twelve Points Wealth Management LLC 0.15% Reduce -3.6% 6,058 $436K
Capital Group Private Client Services, Inc. 0.00% Add +24.2% 6,057 $436K
Tyler-Stone Wealth Management 0.18% Add +871.2% 6,031 $435K
Capasso Planning Partners LLC 0.14% Add +23.9% 5,983 $431K
GW&K Investment Management, LLC 0.00% Add +114.4% 5,987 $431K
Union Savings Bank 0.23% Add +1072.5% 5,980 $431K
NorthStar Asset Management LLC 0.30% Reduce -5.1% 5,958 $429K
ARK & TLK Investments, LLC 0.16% Reduce -5.5% 5,921 $427K
Fortitude Advisory Group L.L.C. 0.25% Add +0.4% 5,913 $426K
Bedel Financial Consulting, Inc. 0.06% No change 5,910 $426K
NorthLanding Financial Partners, LLC 0.45% Add +0.8% 5,886 $424K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -10.4% 5,885 $424K
Adirondack Trust Co. 0.17% No change 5,881 $424K
JMG Financial Group, Ltd. 0.02% Reduce -0.2% 5,872 $423K
SevenBridge Financial Group, LLC 0.09% Add +3.7% 5,680 $420K
Petra Financial Advisors Inc. 0.30% Reduce -45.6% 5,813 $419K
Opes Wealth Management LLC 0.09% Reduce -27.9% 5,812 $419K
LRI Investments, LLC 0.05% Reduce -6.1% 5,804 $418K
Morton Brown Family Wealth, LLC 0.16% Add +95000.0% 5,706 $416K
MSH Capital Advisors LLC 0.14% Reduce -45.9% 5,738 $413K
Chilton Capital Management LLC 0.02% Add +11.1% 5,710 $411K
Blue Fin Capital, Inc. 0.08% Reduce -1.4% 5,663 $408K
Insight Advisors, LLC/ PA 0.07% Add +7.8% 5,628 $406K
MidAtlantic Capital Management, Inc. 0.34% Add +25.3% 5,581 $402K
Sloy Dahl & Holst, LLC 0.08% No change 5,575 $402K
Hanover Advisors Inc. 0.18% Reduce -8.0% 5,552 $400K
Summit Financial Strategies, Inc. 0.05% Reduce -23.3% 5,532 $399K
Swmg, LLC 0.18% Add +3.2% 5,512 $397K
Stegner Investment Associates Inc. 0.29% Add +4.1% 5,502 $396K
Greystone Financial Group, LLC 0.08% No change 5,489 $395K
Retirement Capital Strategies 0.16% Reduce -94.9% 5,482 $395K
Brave Asset Management Inc. 0.10% Add +3.0% 5,475 $394K
Sheets Smith Wealth Management 0.05% Reduce -0.8% 5,433 $391K
New Century Financial Group, LLC 0.17% New 5,426 $391K
San Luis Wealth Advisors LLC 0.09% New 5,409 $390K
Ogorek Anthony Joseph /NY/ 0.13% Add +0.9% 5,395 $388K
Choate Investment Advisors 0.01% Add +4.8% 5,366 $387K
Dimension Capital Management LLC 0.08% No change 5,345 $385K
Strategic Wealth Investment Group, LLC 0.05% — 5,358 $383K
Good Life Advisors, LLC 0.03% Reduce -8.9% 5,305 $382K
Chesapeake Wealth Management 0.14% New 5,290 $381K
S.A. Mason LLC 0.22% Add +0.4% 5,278 $380K
Lynx Investment Advisory 0.28% — 5,276 $380K
Five Oceans Advisors 0.20% Reduce -0.2% 5,261 $379K
CWS Financial Advisors, LLC 0.15% Add +7.8% 5,251 $378K
Moors & Cabot, Inc. 0.02% Add +19.4% 5,246 $378K
Beacon Bridge Wealth Partners, LLC 0.17% Reduce -22.6% 5,223 $376K
NorthCoast Asset Management LLC 0.00% New 5,206 $375K
Madden Advisory Services, Inc. 0.19% Add +30.7% 5,202 $375K
Cable Hill Partners, LLC 0.04% New 5,187 $374K
Northwest Bank & Trust Co 0.31% Add +5.5% 5,107 $368K
Smart Portfolios, LLC 0.37% No change 5,086 $366K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.0% 5,056 $364K
Clark Asset Management, LLC 0.10% Add +0.1% 5,043 $363K
TCV Trust & Wealth Management, Inc. 0.03% No change 4,999 $360K
AllSquare Wealth Management LLC 0.22% No change 4,984 $359K
Southland Equity Partners LLC 0.10% Add +12.7% 4,976 $359K
Capital CS Group, LLC 0.41% No change 4,968 $358K
Eclectic Associates Inc. 0.16% Add +11.9% 4,965 $358K
Annex Advisory Services, LLC 0.01% New 4,963 $358K
Aveo Capital Partners, LLC 0.04% Add +3.3% 4,937 $356K
Aspect Partners, LLC 0.21% No change 4,904 $353K
LFA - Lugano Financial Advisors SA 0.27% Add +9.8% 4,868 $351K
Clarity Capital Partners LLC 0.21% Add +3.7% 4,852 $350K
Genesee Capital Advisors, LLC 0.17% Reduce -1.3% 4,816 $347K
Strategic Blueprint, LLC 0.02% Reduce -48.0% 4,808 $346K
RAM Investment Partners, LLC 0.10% Add +1.3% 4,805 $346K
Smith, Moore & Co. 0.04% Reduce -1.9% 4,762 $343K
Opus Capital Group, LLC 0.05% Add +0.8% 4,744 $342K
Capital Advisors Wealth Management, LLC 0.07% Add +1.9% 4,711 $339K
Sax Wealth Advisors, LLC 0.03% New 4,696 $338K
Quotient Wealth Partners, LLC 0.01% New 4,695 $338K
L.M. Kohn & Company 0.09% Reduce -0.1% 4,683 $337K
MKT Advisors LLC 0.17% No change 4,613 $334K
Greenleaf Trust 0.00% Reduce -80.1% 4,623 $333K
Freedom Investment Management, Inc. 0.03% Reduce -7.8% 4,599 $331K
Financial Gravity Asset Management, Inc. 0.08% Reduce -20.7% 4,599 $331K
Valley Financial Group, Inc. 0.24% Reduce -0.3% 4,598 $331K
Headinvest, LLC 0.07% Reduce -1.5% 4,588 $331K
LJI Wealth Management, LLC 0.07% Add +7.3% 4,576 $330K
Sand Hill Global Advisors, LLC 0.01% Add +37.7% 4,556 $328K
Consolidated Portfolio Review Corp 0.08% Add +12.4% 4,532 $327K
Financial Partners Group, LLC 0.13% Add +0.6% 4,524 $326K
LongView Wealth Management 0.12% Reduce -1.9% 4,482 $323K
Forum Financial Management, LP 0.01% Reduce -28.2% 4,479 $323K
Accurate Wealth Management, LLC 0.08% Reduce -32.1% 4,427 $322K
Duncker Streett & Co. Inc. 0.06% Reduce -9.7% 4,459 $321K
Edgestream Partners, L.P. 0.02% New 4,434 $319K
Hilltop National Bank 0.10% No change 4,378 $315K
Paulson Wealth Management Inc. 0.09% Add +4.0% 4,321 $311K
Crestwood Advisors Group, LLC 0.01% Reduce -51.1% 4,275 $308K
Regal Investment Advisors LLC 0.02% Reduce -15.5% 4,262 $307K
Lakeridge Wealth Management LLC 0.18% New 4,211 $303K
Marcum Wealth, LLC 0.03% Reduce -19.3% 4,201 $303K
Performance Wealth Partners, LLC 0.01% Reduce -73.7% 4,142 $298K
Cedar Brook Financial Partners, LLC 2.24% Reduce -76.3% 4,130 $298K
Verdence Capital Advisors LLC 0.03% Reduce -22.4% 4,122 $297K
Penobscot Investment Management Company, Inc. 0.03% No change 4,085 $294K
Sweet Financial Partners, LLC 0.07% Reduce -3.8% 4,048 $292K
First Manhattan Co. Llc. 0.00% Reduce -4.4% 4,048 $292K
Federation des caisses Desjardins du Quebec 0.00% Add +7.8% 4,043 $291K
Fort Point Capital Partners LLC 0.04% Reduce -24.4% 4,037 $291K
Three Seasons Wealth, LLC 0.16% New 4,036 $291K
Wheelhouse Advisory Group LLC 0.20% New 4,041 $290K
LPWM LLC 0.10% Reduce -9.7% 3,990 $289K
Mittelman Wealth Management 0.19% New 4,000 $288K
MIdWestOne Financial Group, Inc. 0.05% No change 4,000 $288K
Melfa Wealth Management, Inc. 0.20% Add +0.1% 3,971 $286K
Centerpoint Advisors, LLC 0.10% New 3,970 $286K
Whitcomb & Hess, Inc. 0.09% Add +2.5% 3,966 $286K
Bank of New Hampshire 0.07% Reduce -4.8% 3,942 $284K
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -3.6% 3,935 $284K
Wick Capital Partners, LLC 0.10% New 3,929 $283K
Clay Northam Wealth Management, LLC 0.21% No change 3,918 $282K
EnRich Financial Partners LLC 0.10% Add +26.2% 3,916 $282K
WNY Asset Management, LLC 0.04% Reduce -22.1% 3,890 $280K
Unique Wealth Strategies, LLC 0.13% No change 3,856 $280K
Bank Ozk 0.12% New 3,861 $278K
Community Bank, N.A. 0.04% Reduce -29.4% 3,855 $278K
Octavia Wealth Advisors, LLC 0.04% Reduce -7.5% 3,846 $277K
Essex Bank 0.07% Reduce -0.1% 3,829 $276K
Red Door Wealth Management, LLC 0.05% New 3,810 $275K
Paragon Private Wealth Management, LLC 0.16% New 3,810 $275K
Global Assets Advisory, LLC 0.44% Add +172.3% 3,806 $274K
Traveka Wealth, LLC 0.13% Add +10.0% 3,797 $274K
Cozad Asset Management Inc. 0.03% Add +0.1% 3,795 $273K
Elmwood Wealth Management, Inc. 0.12% No change 3,784 $273K
Walden Wealth Partners LLC 0.15% No change 3,780 $272K
Sterling Investment Advisors, Ltd. 0.07% No change 3,780 $272K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 3,767 $271K
ONE Advisory Partners, LLC 0.12% No change 3,757 $271K
Northwest Capital Management Inc 0.10% Reduce -44.1% 3,752 $270K
Brand Asset Management Group, Inc. 0.11% Add +5.0% 3,721 $268K
Rinkey Investments 0.10% Add +1.7% 3,720 $268K
Laraway Financial Advisors Inc 0.23% No change 3,717 $268K
Waterloo Capital, L.P. 0.03% Reduce -8.0% 3,713 $267K
Melone Private Wealth, LLC 0.16% Add +0.6% 3,690 $266K
SOA Wealth Advisors, LLC. 0.05% Add +1.6% 3,685 $265K
Advisory Alpha, LLC 0.01% Add +6.5% 3,684 $265K
Acorn Financial Advisory Services Inc. 0.05% Add +20.4% 3,662 $264K
Cornerstone Management, Inc. 0.06% Reduce -12.6% 3,659 $264K
Pitti Group Wealth Management, LLC 0.29% Reduce -4.6% 3,580 $263K
Nicholas Hoffman & Company, LLC. 0.01% New 3,642 $262K
Quadcap Wealth Management, LLC 0.05% New 3,631 $262K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% Reduce -4.9% 3,570 $261K
STAR Financial Bank 0.20% New 3,595 $259K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +3.4% 3,584 $258K
Invenio Wealth Partners LLC 0.13% No change 3,569 $257K
Means Investment Co., Inc. 0.03% Reduce -14.7% 3,564 $257K
Moloney Securities Asset Management, LLC 0.04% New 3,552 $256K
Woodmont Investment Counsel LLC 0.02% Reduce -1.9% 3,547 $256K
Altfest L J & Co. Inc. 0.03% New 3,517 $253K
World Equity Group, Inc. 0.08% Add +8.6% 3,496 $252K
My Legacy Advisors, LLC 0.08% Reduce -12.6% 3,493 $252K
Warwick Investment Management, Inc. 0.06% Add +0.6% 3,486 $251K
Signify Wealth 0.36% Add +4.8% 3,475 $250K
Intelligent Financial Strategies 0.15% No change 3,475 $250K
Ellis Investment Partners, LLC 0.05% Reduce -13.8% 3,442 $248K
Parker Financial LLC 0.13% Reduce -4.3% 3,425 $247K
Cypress Financial Planning LLC 0.10% Reduce -60.5% 3,418 $246K
Fulton Breakefield Broenniman LLC 0.02% New 3,395 $245K
Beaird Harris Wealth Management, LLC 0.02% Reduce -9.8% 3,389 $244K
Tritonpoint Wealth, LLC 0.02% New 3,381 $244K
Simmons Bank 0.02% Add +21.0% 3,373 $243K
Guyasuta Investment Advisors Inc. 0.02% No change 3,300 $243K
Oxford Financial Group, LTD. LLC 0.02% New 3,357 $242K
CIBC Private Wealth Group LLC 0.00% Reduce -43.2% 3,321 $240K
Advisor OS, LLC 0.03% New 3,334 $240K
Perissos Private Wealth Management, LLC 0.21% Reduce -0.8% 3,290 $237K
Opal Wealth Advisors, LLC 0.08% Reduce -58.8% 3,268 $235K
TNF LLC 0.09% Add +9.8% 3,244 $235K
Van Hulzen Asset Management, LLC 0.02% Add +6.3% 3,267 $235K
Wealth Alliance, LLC 0.03% Reduce -37.0% 3,245 $234K
TFO Wealth Partners, LLC 0.05% Add +1.1% 3,229 $233K
Balanced Wealth Group LLC 0.11% Reduce -56.8% 3,245 $232K
First Citizens Asset Management, Inc. 0.09% No change 3,199 $230K
Clearview Wealth Advisors LLC 0.20% Add +5.9% 3,184 $229K
Baskin Financial Services Inc. 0.02% No change 3,185 $229K
Qube Research & Technologies Ltd 0.00% Reduce -73.7% 3,178 $229K
Koss-Olinger Consulting, LLC 0.02% New 3,168 $228K
First Hawaiian Bank 0.01% New 3,164 $228K
LBMC Investment Advisors, LLC 0.02% New 3,153 $227K
Obermeyer Wealth Partners 0.01% Reduce -18.3% 3,147 $227K
Greenhouse Wealth Management, LLC 0.17% No change 3,140 $226K
Peterson Wealth Management 0.14% No change 3,138 $226K
Legacy Capital Wealth Partners, LLC 0.06% New 3,132 $226K
FFG Partners, LLC 0.09% Add +0.9% 3,124 $225K
Towneley Capital Management, Inc / DE 0.05% New 3,106 $224K
Kovack Advisors, Inc. 0.02% Reduce -72.2% 3,098 $223K
Tyche Wealth Partners LLC 0.05% No change 3,092 $223K
Essex Financial Services, Inc. 0.02% Add +5.3% 3,021 $222K
Peachtree Investment Partners, LLC 0.09% Add +5.5% 3,080 $222K
Ethos Financial Group, LLC 0.04% Reduce -15.6% 3,058 $220K
Strategic Wealth Partners, Ltd. 0.02% Reduce -81.8% 3,046 $219K
LexAurum Advisors, LLC 0.05% Reduce -9.8% 3,022 $218K
Oliver Luxxe Assets LLC 0.05% New 3,020 $218K
Front Row Advisors LLC 0.08% Reduce -5.7% 3,003 $216K
Bramshill Investments, LLC 0.02% New 3,000 $216K
Personal Cfo Solutions, LLC 0.03% New 2,983 $215K
Chapin Davis, Inc. 0.07% Reduce -5.5% 2,958 $213K
DDD Partners, LLC 0.02% New 2,958 $213K
Debussy Capital Management LP 0.06% Add +0.1% 2,933 $211K
Signal Advisors Wealth, LLC 0.46% Reduce -88.8% 2,927 $211K
Calton & Associates, Inc. 0.10% New 2,905 $209K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% New 2,900 $209K
Diversified, LLC 0.02% New 2,875 $207K
Rooted Wealth Advisors, Inc. 0.09% New 2,843 $207K
McIlrath & Eck, LLC 0.03% Add +3.1% 2,872 $207K
Vawter Financial, Ltd. 0.14% Reduce -2.0% 2,871 $207K
O'Dell Group, LLC 0.05% No change 2,846 $207K
180 Wealth Advisors, LLC 0.03% Reduce -12.4% 2,835 $206K
Mainsail Asset Management, LLC 0.16% Reduce -3.4% 2,859 $206K
Fortis Capital Advisors, LLC 0.07% Reduce -53.4% 2,849 $205K
FAS Wealth Partners, Inc. 0.02% No change 2,838 $205K
Stonebridge Capital Advisors LLC 0.02% Reduce -61.9% 2,830 $204K
Pinnacle Financial Partners Inc 0.00% New 2,820 $203K
Private Wealth Management Group, LLC 0.09% No change 2,810 $202K
Strait & Sound Wealth Management LLC 0.10% New 2,806 $202K
GM Advisory Group, LLC 0.01% No change 2,796 $201K
Clayton Financial Group LLC 0.09% No change 2,762 $201K
Icon Wealth Advisors, LLC 0.02% Reduce -86.3% 2,699 $198K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -40.7% 2,745 $198K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -49.4% 2,725 $196K
CENTRAL TRUST Co 0.00% Add +9.2% 2,676 $193K
GHP Investment Advisors, Inc. 0.01% Reduce -22.2% 2,668 $192K
Concord Wealth Partners 0.03% Add +1.9% 2,664 $192K
Glassman Wealth Services 0.03% Add +2.4% 2,425 $175K
Wetzel Investment Advisors, Inc. 0.10% No change 2,401 $174K
Creative Financial Designs Inc. 0.02% Reduce -1.5% 2,406 $174K
Tucker Asset Management LLC 0.04% Add +6.2% 2,408 $173K
Laurel Wealth Advisors LLC 0.03% No change 2,253 $162K
Caitlin John, LLC 0.12% No change 2,237 $161K
Acima Private Wealth, LLC 0.06% Reduce -4.0% 2,149 $155K
Versant Capital Management, Inc 0.04% Add +3.8% 2,135 $154K
Parkside Financial Bank & Trust 0.02% Reduce -52.1% 2,070 $149K
Valley Wealth Managers, Inc. 0.01% Reduce -12.4% 2,028 $146K
Townsend Asset Management Corp. /NC/ 0.06% Add +0.2% 1,994 $144K
Hexagon Capital Partners LLC 0.03% Reduce -1.1% 1,972 $142K
Glen Eagle Advisors, LLC 0.03% Reduce -5.7% 1,957 $141K
Family CFO Inc 0.09% No change 1,943 $140K
Riverview Trust Co 0.13% New 1,934 $139K
Sachetta, LLC 0.06% Reduce -52.6% 1,851 $135K
Avion Wealth 0.04% Add +3.8% 1,851 $133K
Tortoise Investment Management, LLC 0.01% Add +1.5% 1,815 $131K
Balefire, LLC 0.04% Add +19277.8% 1,744 $126K
Beacon Capital Management, LLC 0.02% Reduce -35.6% 1,737 $125K
Asset Dedication, LLC 0.01% New 1,735 $125K
Dogwood Wealth Management LLC 0.08% Reduce -97.5% 1,720 $124K
Empirical Asset Management, LLC 0.05% New 25,955 $123K
Running Point Capital Advisors, LLC 0.05% No change 1,672 $120K
Belmont Capital, LLC 0.02% Reduce -44.8% 1,672 $120K
Pacifica Partners Inc. 0.05% No change 1,643 $118K
Sandy Spring Bank 0.01% Add +13333.3% 1,612 $116K
Vermillion & White Wealth Management Group, LLC 0.08% No change 1,533 $110K
Biltmore Family Office, LLC 0.02% Add +119.6% 1,515 $109K
Transcendent Capital Group LLC 0.06% Add +61.3% 1,511 $109K
Tsfg, LLC 0.02% Add +12.9% 1,443 $104K
Ameliora Wealth Management Ltd. 0.05% No change 1,443 $104K
Salem Investment Counselors Inc. 0.00% Reduce -0.5% 1,404 $101K
Arax Advisory Partners 0.01% Reduce -41.1% 1,384 $100K
First Pacific Financial 0.02% Reduce -24.3% 1,327 $96K
Rise Advisors, LLC 0.05% Reduce -0.9% 1,253 $90K
Tidemark, LLC 0.04% Reduce -68.0% 1,244 $90K
NorthRock Partners, LLC 0.00% Reduce -70.6% 1,226 $88K
Cornerstone Planning Group LLC 0.02% Reduce -23.5% 1,105 $82K
Manchester Capital Management LLC 0.01% Add +1.4% 1,123 $81K
Mb, Levis & Associates, LLC 0.04% Reduce -23.5% 1,109 $80K
Investors Research Corp 0.02% Reduce -13.5% 1,072 $77K
Harbor Investment Advisory, LLC 0.01% Add +28.4% 1,039 $75K
Gradient Investments LLC 0.00% Add +326.5% 998 $72K
Ancora Advisors LLC 0.00% Add +11.6% 963 $69K
FSC Wealth Advisors, LLC 0.05% Add +0.1% 951 $69K
CGC Financial Services, LLC 0.03% Add +1.0% 948 $68K
Sunbelt Securities, Inc. 0.01% Reduce -34.3% 919 $66K
Financial Freedom, LLC 0.04% Add +0.9% 917 $66K
Janiczek Wealth Management, LLC 0.01% Reduce -51.2% 908 $65K
Banque Cantonale Vaudoise 0.00% Reduce -10.0% 900 $65K
First Financial Corp. 0.03% No change 884 $64K
Optimum Investment Advisors 0.03% No change 850 $61K
Fortis Group Advisors, LLC 0.01% No change 845 $61K
Cedar Wealth Management, LLC 0.02% Reduce -7.2% 735 $53K
Capital Investment Advisory Services, LLC 0.01% Add +4.9% 703 $51K
FinTrust Capital Advisors, LLC 0.01% No change 690 $50K
DecisionPoint Financial, LLC 0.02% No change 664 $49K
PrairieView Partners, LLC 0.01% Reduce -92.1% 677 $48K
Richard W. Paul & Associates, LLC 0.02% Reduce -1.4% 655 $47K
Carmichael Hill & Associates, Inc. 0.02% Add +16.2% 645 $46K
Strategic Investment Solutions, Inc. 0.01% — 626 $46K
Center for Financial Planning, Inc. 0.01% No change 631 $45K
SouthState Bank Corp 0.00% Reduce -28.3% 631 $45K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 625 $45K
Activest Wealth Management 0.01% Reduce -66.5% 629 $45K
Abich Financial Wealth Management LLC 0.03% Add +289.9% 620 $45K
Peoples Financial Services Corp. 0.02% No change 619 $45K
Hoey Investments, Inc. 0.01% Add +15350.0% 618 $45K
American National Bank & Trust 0.01% New 612 $44K
Operose Advisors LLC 0.02% No change 609 $44K
Morris Financial Concepts, Inc. 0.02% No change 599 $43K
Heritage Wealth Advisors 0.00% Add +0.9% 584 $42K
Main Street Group, LTD 0.02% Reduce -53.6% 587 $42K
Creative Capital Management Investments LLC 0.02% No change 577 $42K
Family Asset Management, LLC 0.03% New 558 $40K
Rakuten Securities, Inc. 0.02% Add +236.4% 545 $39K
Hoese & Co LLP 0.03% No change 540 $39K
Ridgewood Investments LLC 0.02% New 530 $38K
Godsey & Gibb, Inc. 0.00% No change 506 $36K
CVA Family Office, LLC 0.01% Add +443.3% 489 $35K
Turim 21 Investimentos Ltda. 0.01% No change 484 $35K
Cullen/Frost Bankers, Inc. 0.00% Reduce -52.9% 480 $35K
Anfield Capital Management, LLC 0.02% Add +4650.0% 475 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $34K
Venturi Wealth Management, LLC 0.00% No change 457 $33K
Founders Financial Alliance, LLC 0.01% No change 421 $30K
Trifecta Capital Advisors, LLC 0.01% No change 381 $27K
Dagco, Inc. 0.01% New 369 $27K
Fortitude Family Office, LLC 0.01% Add +0.8% 359 $26K
Sound Income Strategies, LLC 0.00% Reduce -45.3% 358 $26K
Tower View Wealth Management LLC 0.01% Reduce -22.1% 350 $25K
Painted Porch Advisors LLC 0.01% New 341 $25K
Provident Wealth Management, LLC 0.01% No change 334 $24K
Milestone Investment Advisors LLC 0.01% Reduce -21.4% 330 $24K
Bank & Trust Co 0.02% — 323 $23K
ICA Group Wealth Management, LLC 0.01% Reduce -88.3% 320 $23K
Bangor Savings Bank 0.00% Reduce -12.3% 320 $23K
PSI Advisors, LLC 0.01% No change 313 $23K
Quadrant Capital Group LLC 0.00% Reduce -38.5% 300 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Redwood Wealth Management Group, LLC 0.01% New 277 $20K
Motco 0.00% New 269 $19K
TruNorth Capital Management, LLC 0.01% Add +0.8% 263 $19K
Castleview Partners, LLC 0.01% No change 257 $19K
Davis Capital Management 0.02% No change 255 $18K
Chris Bulman Inc 0.01% — 252 $18K
Camelot Portfolios, LLC 0.01% New 252 $18K
Whittier Trust Co. 0.00% Reduce -5.3% 252 $18K
Whittier Trust Co. of Nevada Inc. 0.00% Add +160.0% 247 $18K
Ransom Advisory, Ltd 0.01% No change 242 $17K
Capital Advisors, Ltd. LLC 0.00% No change 215 $15K
United Community Bank 0.01% Reduce -29.8% 207 $15K
Cypress Capital Management LLC (WY) 0.02% No change 200 $14K
Planning Capital Management Corp 0.01% No change 200 $14K
Nemes Rush Group LLC 0.00% Add +85.4% 191 $14K
Centennial Bank 0.01% Reduce -19.6% 185 $13K
Lummis Asset Management, LP 0.02% No change 169 $12K
Bay Harbor Wealth Management, LLC 0.00% No change 142 $10K
Riggs Asset Managment Co. Inc. 0.00% Add +13.6% 125 $9K
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
Richardson Capital Management LLC 0.01% Add +0.9% 110 $8K
Mark Sheptoff Financial Planning, LLC 0.00% New 110 $8K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.6% 110 $8K
Jackson Hole Capital Partners, LLC 0.00% Add +0.9% 108 $8K
Atticus Wealth Management, LLC 0.00% Add +1.0% 98 $7K
Evolution Advisers, Inc. 0.00% Add +108.5% 98 $7K
First Command Advisory Services, Inc. 0.00% Add +11.8% 255 $6K
Montag A & Associates Inc. 0.00% No change 87 $6K
Eukles Asset Management 0.00% No change 85 $6K
Benjamin Edwards Inc. 0.00% Reduce -19.2% 84 $6K
WR Wealth Planners, LLC 0.00% No change 83 $6K
Financial Network Wealth Advisors LLC 0.00% New 73 $5K
Naples Money Management LLC 0.00% No change 75 $5K
NFSG Corp 0.00% No change 61 $4K
Rosenberg Matthew Hamilton 0.00% No change 60 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 55 $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% No change 49 $4K
Howe & Rusling Inc. 0.00% New 49 $4K
Hollencrest Capital Management 0.00% No change 48 $3K
Albion Financial Group 0.00% New 47 $3K
Friedenthal Financial 0.00% No change 46 $3K
Hobbs Group Advisors, LLC 0.00% — 34 $2K
TCTC Holdings, LLC 0.00% New 33 $2K
VitalStone Financial, LLC 0.00% Reduce -81.9% 30 $2K
New Millennium Group LLC 0.00% New 30 $2K
REAP Financial Group, LLC 0.00% Reduce -3.6% 27 $2K
Integrity Financial Corp 0.00% No change 26 $2K
Kozak & Associates, Inc. 0.00% Add +0.0% 23 $2K
BBJS Financial Advisors, LLC 0.00% No change 23 $2K
Global Trust Asset Management, LLC 0.00% No change 17 $1K
ORG Partners LLC 0.00% New 12 $862
Indiana Trust & Investment Management Co 0.00% Reduce -95.2% 10 $721
Eagle Bay Advisors LLC 0.00% Reduce -96.7% 7 $504
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
Financial Connections Group, Inc. 0.00% New 11 $0

"% of holder's portfolio" is BND's weight in each manager's 13F, not the share of Vanguard Total Bond Market the manager owns.