Vanguard Total Bond MarketBNDETF
13F holders, Q2 2024 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $178.6M |
| Exits | 94 | $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.