Vanguard Total Bond MarketBNDETF

13F holders, Q3 2024 (September 30)
1,459holders +17
96new positions
78sold out
5famous investors
$75.00avg. 13F price*

At the end of Q3 2024, 1,459 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 17 from Q2 2024. 96 opened new positions and 78 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.3B), Morgan Stanley ($7.5B) and Creative Planning ($6.9B). 5 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions96$331.1M
Exits78$299.8M

All 13F filers, Q2 2024 → Q3 2024: 77,358,565 shares bought and 22,009,239 shares sold, net +55,349,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,459 holders

Northwestern Mutual Wealth Management Co. 7.40% Add +5.0% 110,965,549 $8.3B
Morgan Stanley 0.55% Add +12.1% 100,177,277 $7.5B
Creative Planning 6.82% Add +8.6% 91,686,451 $6.9B
JPMorgan Chase & Co. 0.54% Add +5.6% 89,037,239 $6.7B
Vanguard Group Inc. 0.07% Add +14.6% 49,731,181 $3.7B
Axiom Advisory, LLC 19.31% Add +20.8% 27,905,696 $2.1B
Wells Fargo & Company 0.41% Add +18.3% 22,241,689 $1.7B
Envestnet Asset Management Inc. 0.46% Add +0.3% 18,991,524 $1.4B
Bank of America Corp. 0.12% Add +7.8% 18,937,838 $1.4B
Allworth Financial LP 8.08% Add +2.4% 17,657,405 $1.3B
LPL Financial LLC 0.49% Add +3.7% 14,487,899 $1.1B
Goldman Sachs Group Inc. 0.20% Reduce -4.7% 13,898,145 $1.0B
Manufacturers Life Insurance Company, The 0.73% Add +5.2% 11,045,127 $829.6M
Texas Treasury Safekeeping Trust Co. 29.28% No change 10,981,613 $824.8M
BlackRock, Inc. 0.02% — 10,581,803 $794.8M
Morningstar Investment Services LLC 7.49% Add +4.2% 9,750,592 $734.0M
Sei Investments Co. 0.87% Reduce -29.4% 8,952,711 $672.4M
Ameriprise Financial Inc. 0.13% Add +0.7% 6,979,019 $523.5M
Arizona PSPRS Trust 19.76% Add +0.9% 6,623,391 $497.5M
Bank of New York Mellon Corp 0.09% Reduce -8.1% 6,219,789 $467.2M
CBIZ Investment Advisory Services, LLC 20.14% Add +4.0% 5,164,792 $387.9M
Cetera Investment Advisers 0.83% Add +3.3% 5,078,334 $381.4M
Pure Financial Advisors, LLC 8.86% Add +16.8% 4,913,052 $369.0M
UBS Group AG 0.10% Add +0.8% 4,640,457 $348.5M
Facet Wealth, Inc. 9.50% Reduce -8.4% 4,602,096 $333.8M
Orgel Wealth Management, LLC 7.98% Add +2.1% 4,243,079 $318.7M
Royal Bank of Canada 0.07% Add +8.4% 4,229,125 $317.6M
State Street Corp. 0.01% Add +86.9% 4,008,284 $301.1M
Savant Capital, LLC 2.46% Add +29.1% 3,943,146 $296.2M
Raymond James Financial Services Advisors, Inc. 0.36% Add +10.5% 3,587,629 $269.5M
HighTower Advisors, LLC 0.39% Add +3.2% 3,487,318 $261.9M
PNC Financial Services Group, Inc. 0.16% Add +0.6% 3,408,742 $256.0M
Franklin Resources Inc. 0.07% Add +3082.1% 3,430,390 $253.1M
Corient Private Wealth LP 0.38% Add +19.0% 3,346,232 $242.8M
Global Endowment Management, LP 23.68% Reduce -0.2% 3,121,411 $234.4M
Osaic Holdings, Inc. 0.52% Add +5.5% 3,060,137 $229.9M
M&T Bank Corp 0.75% Add +0.8% 3,040,247 $228.4M
Cambridge Investment Research Advisors, Inc. 0.77% Add +12.8% 3,024,971 $227.2M
Jones Financial Companies LLLP 0.22% Add +8.9% 2,860,215 $215.3M
Composition Wealth, LLC 4.81% Add +13.2% 2,768,791 $208.0M
Mission Wealth Management, LP 5.09% Add +8.2% 2,741,770 $205.9M
RFG Advisory, LLC 6.20% Add +5.7% 2,710,273 $203.6M
Raymond James & Associates 0.12% Add +16.1% 2,582,073 $193.9M
First Financial Bankshares Inc 3.70% Add +3.8% 2,338,295 $175.6M
RiverFront Investment Group, LLC 4.04% Add +1.6% 2,288,390 $171.9M
Envestnet Portfolio Solutions, Inc. 0.55% Reduce -0.9% 2,246,684 $168.7M
Tiaa Trust, National Association 0.49% Reduce -5.7% 2,167,294 $162.8M
Armstrong Advisory Group, Inc. 13.16% Add +12.1% 2,115,726 $158.9M
Acropolis Investment Management, LLC 8.93% Add +5.5% 2,002,949 $150.4M
Prudential Financial Inc. 0.21% Add +14.3% 1,959,553 $147.2M
Foster Group, Inc. 5.44% Add +1.7% 1,939,470 $145.7M
Commonwealth Equity Services, LLC 0.22% Add +15.6% 1,918,168 $144.1M
Retirement Systems of Alabama 0.53% Add +15.9% 1,868,718 $140.4M
Alaska Permanent Capital Management, LLC 11.04% Reduce -0.0% 1,859,317 $139.6M
Stairway Partners, LLC 8.83% Add +20.3% 1,834,986 $137.8M
McMorgan & Co. LLC 20.71% Reduce -1.2% 1,790,183 $134.5M
Cerity Partners LLC 0.29% Add +14.5% 1,745,599 $131.1M
Alesco Advisors, LLC, An ESL Co 3.95% Add +2.4% 1,703,230 $127.9M
Oakworth Capital, Inc. 8.68% Add +6.1% 1,666,671 $125.2M
Vestmark Advisory Solutions, Inc. 4.64% Add +17.0% 1,656,968 $124.5M
MML Investors Services, LLC 0.44% Add +1.5% 1,622,403 $121.9M
Diana Davis Spencer Foundation 40.78% No change 1,608,100 $120.8M
Capstone Financial Advisors, Inc. 7.41% Add +4.9% 1,604,215 $120.5M
Betterment LLC 0.29% Add +18.4% 1,592,678 $119.6M
Voya Financial Advisors, Inc. 12.44% Add +1.9% 1,531,732 $115.3M
Verus Financial Partners, Inc. 12.21% Add +5.3% 1,483,631 $111.4M
Mariner, LLC 0.20% Reduce -1.5% 1,480,181 $111.2M
Apella Capital, LLC 4.54% Add +11.6% 1,471,900 $110.3M
FFT Wealth Management LLC 8.37% Add +1.2% 1,468,675 $110.3M
Patriot Investment Management Group, Inc. 7.97% Add +3.3% 1,444,751 $108.5M
Assetmark, Inc. 0.31% Add +0.4% 1,438,628 $108.1M
Bogart Wealth, LLC 5.03% Reduce -18.5% 1,413,539 $106.2M
AMG National Trust Bank 2.77% Reduce -2.7% 1,361,908 $102.3M
Chandler Asset Management, Inc. 19.12% Add +2.0% 1,348,922 $101.3M
Efficient Advisors, LLC 6.22% Reduce -0.9% 1,321,074 $99.2M
Prime Capital Investment Advisors, LLC 1.38% Add +3.9% 1,290,436 $96.9M
Martel Wealth Advisors LLC 19.69% Add +3.0% 1,298,339 $96.3M
Wealthfront Advisers LLC 0.29% Add +7.3% 1,264,944 $95.0M
Alps Advisors Inc. 0.61% Reduce -2.5% 1,222,242 $91.8M
Rational Advisors, Inc. 8.95% Reduce -3.2% 1,205,695 $90.6M
GenTrust, LLC 4.35% Add +22.8% 1,184,672 $89.0M
Beacon Pointe Advisors, LLC 1.01% Add +7.9% 1,169,479 $87.8M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -6.2% 1,133,860 $85.2M
Ritholtz Wealth Management 2.50% Add +5.8% 1,106,225 $83.1M
Lutz Financial Services LLC 6.59% Add +4.2% 1,081,417 $81.2M
Baker Avenue Asset Management, LP 2.56% Add +3.1% 1,075,363 $80.8M
Stratos Wealth Partners, LTD. 1.18% Add +3.5% 1,073,574 $80.6M
BNP Paribas Financial Markets 0.08% Add +545.1% 1,067,657 $80.2M
Kestra Advisory Services, LLC 0.43% Add +5.2% 1,048,769 $78.8M
Truist Financial Corp. 0.12% Reduce -60.2% 1,036,238 $77.8M
Toews Corp. 10.23% Add +1366.3% 1,015,774 $76.3M
Comerica Bank 0.30% Add +4.5% 1,015,411 $76.3M
Alaska Wealth Advisors, LLC 11.29% Reduce -2.9% 1,001,378 $75.2M
Burrus Financial Services, Inc. 36.61% Add +7.3% 983,753 $73.9M
Bryn Mawr Trust Advisors, LLC 3.95% Add +5.2% 973,391 $73.1M
Sofi Wealth, LLC 5.07% Add +12.4% 917,388 $68.9M
Pacific Capital Wealth Advisors, Inc. 11.57% Reduce -1.1% 916,985 $68.9M
Raffa Wealth Management, LLC 16.54% Add +0.7% 912,499 $68.5M
MA Private Wealth 12.75% Reduce -2.2% 908,057 $68.2M
Financial Engines Advisors L.L.C. 0.14% Reduce -0.1% 890,126 $66.9M
NewEdge Advisors, LLC 0.43% Add +3.8% 876,149 $65.8M
Pacific Life Fund Advisors LLC 6.26% Reduce -2.2% 843,175 $63.3M
Arkos Global Advisors 9.15% Add +0.9% 840,346 $63.1M
Trilogy Capital Inc. 3.14% Add +3.6% 830,363 $62.4M
Signaturefd, LLC 1.18% Add +10.9% 826,720 $62.1M
Integrated Wealth Concepts LLC 0.75% Add +20.0% 817,328 $61.4M
Alliancebernstein L.P. 0.02% Reduce -1.5% 815,780 $61.3M
Gilbert & Cook, Inc. 8.28% Add +0.4% 802,149 $60.2M
Partners in Financial Planning 12.09% Add +9.6% 798,122 $59.9M
Bricktown Capital, LLC 11.01% Reduce -7.5% 787,137 $59.1M
Rockbridge Investment Management, LCC 7.53% Add +1.2% 773,612 $58.1M
Atria Wealth Solutions, Inc. 0.63% Add +4.1% 772,747 $58.0M
Boston Standard Wealth Management, LLC 11.29% Add +6.4% 772,048 $58.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.62% Add +19.3% 768,972 $57.8M
Kingsview Wealth Management, LLC 1.21% Add +25.2% 768,438 $57.7M
Vigilare Wealth Management 23.18% Reduce -1.3% 763,442 $57.3M
Apriem Advisors 6.52% Add +1.0% 743,744 $55.9M
Joule Financial, LLC 20.26% Add +8.4% 741,246 $55.7M
Deutsche Bank AG 0.02% Add +902.2% 735,863 $55.3M
Citigroup Inc. 0.05% Reduce -0.2% 733,211 $55.1M
Harbour Investments, Inc. 1.64% Add +25.2% 727,565 $54.6M
Brio Consultants, LLC 8.65% New 724,221 $54.4M
West Financial Advisors, LLC 10.44% Add +5.6% 720,853 $54.1M
Ellevest, Inc. 2.99% Add +7.2% 720,087 $54.1M
Rainey & Randall Wealth Advisors Inc. 11.36% Add +0.4% 704,508 $52.9M
Trust Co 6.28% Add +4.4% 695,144 $52.2M
Essential Planning, LLC. 21.27% Add +2.4% 690,326 $51.9M
BTC Capital Management, Inc. 4.59% Reduce -1.1% 687,036 $51.6M
Newton One Investments LLC 20.67% Add +3.6% 686,478 $51.6M
Wealthspire Advisors, LLC 0.52% Add +124.7% 683,074 $51.3M
Great Waters Wealth Management 6.89% Reduce -7.0% 680,156 $51.1M
Lake Street Advisors Group, LLC 2.34% Add +1.5% 672,406 $50.5M
Horizon Bancorp Inc. 23.06% Reduce -16.3% 663,107 $49.8M
RTD Financial Advisors, Inc. 6.29% Add +2.4% 661,074 $49.7M
Cambridge Advisors Inc. 10.68% Add +2.0% 650,866 $48.9M
Lockheed Martin Investment Management Co. 2.26% No change 650,000 $48.8M
Fiducient Advisors LLC 5.57% Add +0.6% 641,823 $48.2M
Farmers & Merchants Investments Inc. 1.47% Add +5.7% 630,458 $47.4M
CoreCap Advisors, LLC 2.16% New 611,862 $46.0M
Rappaport Reiches Capital Management, LLC 12.03% Add +8.5% 602,614 $45.3M
Twele Capital Management, Inc. 9.33% Add +4.5% 591,703 $44.4M
AllGen Financial Advisors, Inc. 14.37% Add +113.5% 589,534 $44.3M
Sanctuary Advisors, LLC 0.27% Add +42.9% 593,046 $43.0M
University of Chicago 35.11% Reduce -27.9% 552,830 $41.5M
Bluestem Financial Advisors, LLC 19.28% Add +24.5% 550,156 $41.3M
Cornerstone Investment Partners, LLC 2.00% Reduce -0.3% 539,394 $40.5M
US Bancorp \de 0.05% Add +12.7% 538,397 $40.4M
Tectonic Advisors LLC 2.65% Add +6.3% 536,573 $40.3M
Silver Oak Advisory Group, Inc. 20.33% Add +2.2% 527,765 $39.6M
JT Stratford LLC 6.78% Add +20.2% 526,332 $39.5M
Roble, Belko & Company, Inc 6.13% Reduce -3.5% 518,042 $38.9M
Stephens Consulting, LLC 9.95% Add +8.5% 516,605 $38.8M
LGL Partners, LLC 5.42% Add +1.2% 513,813 $38.6M
Trajan Wealth LLC 2.27% Add +24.4% 513,047 $38.5M
Gridiron Partners, LLC 23.16% Add +1.0% 509,194 $38.2M
Aspiriant, LLC 1.43% Add +3.5% 501,386 $37.7M
Stifel Financial Corp. 0.04% Add +5.3% 487,038 $36.6M
TD Capital Management LLC 3.66% Add +3.8% 486,520 $36.5M
Dynamic Advisor Solutions LLC 1.09% Add +8.9% 485,319 $36.5M
Equitable Holdings, Inc. 0.35% Add +8.6% 485,097 $36.4M
Summit Wealth Group, LLC 10.44% Add +12.0% 481,907 $36.2M
Mercer Global Advisors Inc. 0.08% Reduce -4.2% 469,952 $35.3M
Manning & Napier Advisors LLC 0.39% Reduce -25.9% 468,575 $35.2M
Crewe Advisors LLC 4.07% Add +10.4% 467,463 $35.1M
Shufro Rose & Co. LLC 2.83% No change 480,587 $34.6M
Stordahl Capital Management, Inc. 8.13% Add +1.9% 454,788 $34.2M
Retirement Planning Group, LLC 1.86% Reduce -48.4% 453,598 $34.1M
RIA Advisory Group LLC 11.99% — 451,968 $33.9M
Old Mission Capital LLC 0.74% New 449,057 $33.7M
Eagle Rock Investment Company, LLC 5.60% Add +1.8% 444,949 $33.4M
Hobart Private Capital, LLC 8.49% Add +16.8% 441,856 $33.2M
FIDELIS iM, LLC 15.02% Reduce -1.8% 440,942 $33.1M
Archford Capital Strategies, LLC 4.96% Add +4.3% 446,410 $32.9M
Astoria Strategic Wealth, Inc. 9.34% Reduce -32.5% 424,520 $31.9M
Zhang Financial LLC 2.01% Add +34.8% 423,767 $31.8M
Steele Capital Management, Inc. 1.66% Add +27.1% 422,345 $31.7M
Strategies Wealth Advisors, LLC 4.23% Add +2.6% 421,356 $31.6M
Financial Management Professionals, Inc. 3.88% Add +3.7% 415,606 $31.2M
Brass Tax Wealth Management, Inc. 6.56% Add +1087.1% 407,977 $30.6M
Carr Financial Group Corp 9.04% Add +4.3% 403,419 $30.3M
ALM First Financial Advisors, LLC 7.48% Add +7.1% 401,739 $30.2M
Janney Montgomery Scott LLC 0.08% Add +4.1% 401,665 $30.2M
G2 Capital Management, LLC / Oh 8.77% Add +0.8% 396,516 $29.8M
D.A. Davidson & Co. 0.24% Reduce -0.7% 393,830 $29.6M
Focus Partners Wealth 0.09% Reduce -75.7% 394,101 $29.6M
NewSquare Capital LLC 2.35% Reduce -0.1% 392,565 $29.5M
Private Advisor Group, LLC 0.18% Reduce -15.5% 383,599 $28.8M
Summit Trail Advisors, LLC 0.71% Add +0.7% 380,895 $28.6M
Barclays PLC 0.01% Add +59.7% 374,815 $28.2M
Regions Financial Corp. 0.20% Reduce -1.7% 373,735 $28.1M
Kwmg, LLC 2.75% Add +3.5% 364,184 $27.4M
Journey Advisory Group, LLC 3.27% No change 379,016 $27.3M
Transamerica Financial Advisors, LLC 2.63% Add +8.7% 359,435 $27.0M
OneDigital Investment Advisors LLC 0.31% Reduce -8.3% 356,451 $26.8M
Corrigan Financial, Inc. 6.13% Add +5.1% 355,660 $26.7M
Prestige Wealth Management Group LLC 5.48% Add +0.3% 351,779 $26.4M
Sound Stewardship, LLC 14.58% Add +5.8% 345,765 $26.0M
Benchmark Wealth Management, LLC 12.82% Add +4.8% 345,524 $26.0M
BHK Investment Advisors, LLC 9.66% Reduce -0.2% 344,604 $25.9M
Ameritas Investment Partners, Inc. 0.84% Reduce -5.8% 342,000 $25.7M
Cobblestone Asset Management LLC 15.36% Add +17.1% 340,084 $25.5M
&partners 0.48% Add +62.3% 333,086 $25.1M
Choreo, LLC 0.36% Add +3.0% 361,012 $24.8M
Focused Wealth Management, Inc 3.34% Add +5.6% 329,863 $24.8M
Smithfield Trust Co 1.21% Add +4.1% 329,420 $24.7M
Hills Bank & Trust Co 1.86% Add +0.8% 328,239 $24.7M
Prudent Man Advisors, LLC 8.18% Reduce -1.5% 325,763 $24.5M
Bluespring Wealth Management, LLC 2.43% Reduce -17.1% 321,793 $24.2M
Gotham Asset Management 0.25% Add +1.6% 319,838 $24.0M
Cahill Financial Advisors Inc. 3.27% Add +6.6% 318,057 $23.9M
Meridian Wealth Management, LLC 1.16% New 314,292 $23.6M
Capital Asset Advisory Services LLC 1.18% Add +0.2% 318,541 $23.6M
Global Wealth Strategies & Associates 7.75% Add +2.9% 313,930 $23.6M
Eaton-Cambridge Inc. 11.11% Add +8.4% 311,740 $23.4M
Family Firm, Inc. 5.11% Add +0.7% 623,067 $23.3M
Leonard Rickey Investment Advisors P.L.L.C. 5.27% Add +3.1% 309,328 $23.2M
Penserra Capital Management LLC 0.50% Add +34.8% 307,752 $23.1M
Axxcess Wealth Management, LLC 0.58% Add +1.6% 306,293 $23.0M
Litman Gregory Wealth Management LLC 1.92% Add +1.8% 305,446 $22.9M
Gibson Wealth Advisors LLC 18.65% New 305,197 $22.9M
Legacy Private Trust Co. 1.53% Add +1.9% 303,347 $22.8M
Beacon Harbor Wealth Advisors, Inc. 5.42% Add +5.5% 303,317 $22.8M
Fifth Third Securities, Inc. 2.13% Reduce -2.7% 299,906 $22.5M
Avantax Advisory Services, Inc. 0.15% Add +5.9% 299,445 $22.5M
Tenon Financial LLC 14.56% Add +7.3% 292,708 $22.0M
Index Fund Advisors, Inc. 1.15% Add +2.6% 289,047 $21.7M
FMR LLC 0.00% Add +41.2% 286,969 $21.6M
Principal Securities, Inc. 0.51% Add +8.0% 283,355 $21.3M
Visionary Wealth Advisors 1.29% Add +6.4% 282,169 $21.2M
Baron Silver Stevens Financial Advisors, LLC 3.69% Add +3.2% 281,199 $21.1M
Cherry Tree Wealth Management, LLC 5.00% Reduce -0.6% 280,648 $21.1M
Symmetry Partners, LLC 4.99% Reduce -76.9% 280,295 $21.1M
CMG Global Holdings, LLC 11.87% Add +41.1% 279,920 $21.0M
XML Financial, LLC 1.93% Add +25.1% 277,429 $20.8M
FDx Advisors, Inc. 5.59% Reduce -8.1% 273,289 $20.5M
Nicolet Advisory Services, LLC 1.93% Add +2.6% 274,498 $20.5M
Natixis Advisors, LLC 0.04% Reduce -3.9% 272,761 $20.5M
Sightline Wealth Advisors, LLC 11.22% Add +43.0% 271,188 $20.4M
N.E.W. Advisory Services LLC 1.98% Add +13.6% 267,838 $20.1M
NEOS Investment Management LLC 0.61% Add +244.0% 268,027 $20.1M
Phillips Financial Management, LLC 1.55% Reduce -8.4% 265,801 $20.0M
Regent Peak Wealth Advisors LLC 4.57% Add +5.0% 265,070 $19.9M
Aletheian Wealth Advisors LLC 11.61% Add +10.2% 264,557 $19.9M
Petix & Botte Co 5.26% Add +8.1% 263,205 $19.8M
Captrust Financial Advisors 0.06% Reduce -15.9% 261,677 $19.7M
Acorn Wealth Advisors, LLC 8.38% Add +24.6% 259,540 $19.5M
Flower City Capital 11.39% Reduce -4.0% 258,176 $19.4M
Meeder Advisory Services, Inc. 1.25% Add +8.3% 257,653 $19.4M
McNaughton Wealth Management, LLC 9.33% Add +0.2% 255,018 $19.2M
White Lighthouse Investment Management Inc. 3.43% Add +12.8% 254,887 $19.1M
Compound Planning, Inc. 1.19% Add +58.0% 253,374 $19.0M
Victory Capital Management Inc. 0.02% Add +64.0% 252,770 $19.0M
Bare Financial Services, Inc 7.78% Add +155.7% 252,080 $18.9M
Steward Partners Investment Advisory, LLC 0.17% Add +3.5% 247,276 $18.6M
Marmo Financial Group, LLC 9.88% New 246,613 $18.5M
JFS Wealth Advisors, LLC 1.23% Add +5.9% 245,411 $18.4M
Farther Finance Advisors, LLC 0.69% Add +28.3% 243,975 $18.3M
Merit Financial Group, LLC 0.41% Add +46.4% 241,794 $18.2M
Veery Capital, LLC 6.76% Add +20.3% 239,953 $18.0M
North Star Investment Management Corp. 1.24% Reduce -8.6% 239,459 $18.0M
Roundview Capital LLC 1.30% Add +7.8% 238,640 $17.9M
Benjamin Edwards Inc. 0.26% Add +282908.3% 237,727 $17.9M
Kavar Capital Partners Group, LLC 2.79% New 234,827 $17.6M
Bank of Hawaii 0.73% Add +7.5% 231,869 $17.4M
Act Two Investors LLC 3.27% Add +1.4% 230,519 $17.3M
Courage Miller Partners, LLC 5.74% Add +6.0% 227,427 $17.1M
Atmos Advisory, LLC 12.13% Add +6.6% 227,242 $17.1M
Vannoy Advisory Group, Inc. 12.36% Add +1.7% 226,232 $17.0M
Leavell Investment Management, Inc. 0.84% Add +11.4% 223,634 $16.8M
Wesbanco Bank Inc. 0.56% Add +5.8% 220,945 $16.6M
HTLF Bank 1.78% Add +24.0% 217,749 $16.4M
Tompkins Financial Corp. 1.55% Add +16.2% 215,677 $16.2M
Rogco, LP 6.29% Reduce -3.9% 213,610 $16.0M
WBH Advisory Inc. 1.49% Add +6.3% 209,508 $15.7M
Galvin, Gaustad & Stein, LLC 1.42% Add +6.3% 208,864 $15.7M
Wealthcare Advisory Partners LLC 0.45% Add +726.2% 208,525 $15.7M
Courier Capital LLC 1.07% Add +704.7% 208,329 $15.6M
Pinnacle Associates Ltd. 0.27% Reduce -14.7% 212,214 $15.6M
LPF Advisors LLC 13.03% Add +3.2% 202,798 $15.2M
Ameraudi Asset Management, Inc. 6.91% Add +8.2% 201,917 $15.2M
Financial Architects, LLC 9.76% Add +1.8% 201,605 $15.1M
Smith & Howard Wealth Management, LLC 4.25% Add +8.0% 201,338 $15.1M
Fonville Wealth Management LLC 5.22% Add +10.4% 201,135 $15.1M
Alley Investment Management Company, LLC 1.91% Add +4.8% 200,279 $15.0M
FOCUS Wealth Advisors, LLC 7.46% Reduce -1.9% 199,239 $15.0M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +8.7% 198,596 $15.0M
Bristlecone Advisors, LLC 1.20% Add +15.1% 199,010 $14.9M
Snowden Capital Advisors LLC 0.45% Add +1.9% 198,030 $14.9M
Atria Investments, Inc 0.18% Reduce -0.2% 197,999 $14.9M
Bear Mountain Capital, Inc. 5.83% Add +1.9% 199,413 $14.8M
Mather Group, Llc. 0.19% Add +5.7% 195,921 $14.7M
Whelan Financial 6.06% Add +2.0% 195,840 $14.7M
Luminvest Wealth Management LLC 6.07% Add +17.5% 195,527 $14.6M
Rebalance, LLC 1.07% Add +0.3% 194,219 $14.6M
Thompson Siegel & Walmsley LLC 0.22% Reduce -5.7% 192,102 $14.4M
Nwam LLC 0.88% New 191,395 $14.4M
Charles Schwab Trust Co 1.24% Reduce -6.1% 191,352 $14.4M
Inscription Capital, LLC 2.14% Reduce -8.4% 191,140 $14.4M
Mosaic Family Wealth Partners, LLC 2.12% Add +7.3% 190,255 $14.3M
Continuum Advisory, LLC 1.82% Add +14.9% 196,985 $14.3M
BancFirst Trust & Investment Management 4.71% No change 185,623 $14.0M
Vectors Research Management, LLC 4.22% Add +19.3% 185,633 $13.9M
Bfsg, LLC 1.62% Add +79.1% 185,143 $13.9M
Rockefeller Capital Management L.P. 0.04% Add +0.2% 183,119 $13.8M
EWG Elevate Inc. 5.51% New 182,621 $13.7M
Aspire Capital Advisors LLC 4.09% Add +2.3% 182,563 $13.7M
Brown Advisory Inc. 0.02% Reduce -1.0% 182,091 $13.7M
Pathstone Holdings, LLC 0.06% Reduce -2.1% 181,822 $13.7M
Peapack Gladstone Financial Corp. 0.20% Reduce -1.0% 181,448 $13.6M
IMA Advisory Services, Inc. 2.97% New 181,353 $13.6M
Breakwater Investment Management 5.64% Add +6.0% 179,997 $13.5M
PDS Planning, Inc 1.21% Add +5.0% 179,961 $13.5M
Lido Advisors, LLC 0.10% Reduce -12.6% 179,623 $13.5M
Sovereign Investment Advisors, LLC 4.40% Add +2.0% 178,699 $13.4M
Soltis Investment Advisors LLC 1.29% Add +33.1% 175,899 $13.2M
Mgo One Seven LLC 0.57% Add +3.2% 175,736 $13.2M
Modera Wealth Management, LLC 0.17% Add +23.3% 173,967 $13.1M
Townsquare Capital LLC 0.16% Add +16.1% 172,639 $13.0M
Baird Financial Group, Inc. 0.02% Add +112.9% 170,584 $12.8M
PFG Advisors 0.81% Add +5.0% 170,416 $12.8M
Triad Wealth Partners, LLC 6.76% Reduce -30.6% 169,189 $12.7M
B. Riley Wealth Advisors, Inc. 0.35% Add +39.8% 169,352 $12.7M
Pinnacle Wealth Management Advisory Group, LLC 1.21% Add +11.8% 168,109 $12.6M
Certus Wealth Management, LLC 8.63% Add +38.7% 165,105 $12.4M
BlueSky Wealth Advisors, LLC 1.91% Reduce -2.5% 164,129 $12.3M
Financial & Tax Architects, LLC 3.16% Add +11.3% 163,473 $12.3M
Orion Porfolio Solutions, LLC 0.12% Add +4.2% 162,663 $12.2M
Orion Portfolio Solutions, LLC 0.12% Add +4.2% 162,663 $12.2M
FIL Ltd 0.01% Add +8.9% 162,621 $12.2M
Wela Strategies, Inc. 5.32% Add +14.9% 162,401 $12.2M
Gould Capital, LLC 8.01% Add +0.2% 162,133 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $12.1M
Newport Capital Group, LLC 8.89% Add +1.9% 160,550 $12.1M
Rwa Wealth Partners, LLC 0.15% Reduce -2.6% 160,290 $12.0M
Altura Wealth Advisors Inc. 7.83% Add +24.2% 159,000 $11.9M
Bank of Montreal 0.01% Add +12.8% 158,084 $11.9M
Drucker Wealth 3.0, LLC 2.85% Add +16.8% 157,846 $11.9M
Arbor Investment Advisors, LLC 1.53% Add +4.8% 154,135 $11.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 4.50% Add +0.3% 153,467 $11.5M
Diversify Wealth Management, LLC 1.11% Add +8.2% 156,934 $11.5M
McKinley Carter Wealth Services, Inc. 0.69% Reduce -14.7% 152,841 $11.5M
Geneos Wealth Management Inc. 0.44% Add +91.0% 152,456 $11.5M
Blume Capital Management, Inc. 2.58% Reduce -4.9% 151,883 $11.4M
Cornerstone Wealth Management, LLC 0.80% Add +8.5% 151,112 $11.4M
National Bank of Canada 0.01% Add +2.0% 149,242 $11.2M
Wrenne Financial Planning LLC 6.64% Add +5.3% 148,293 $11.1M
Tobias Financial Advisors, Inc. 2.22% Add +2.2% 147,615 $11.1M
Broadview Financial Management, LLC 7.47% Add +0.1% 146,919 $11.0M
Providence First Trust Co 4.64% Add +29.3% 145,936 $10.9M
Chicago Partners Investment Group LLC 0.39% Add +2.8% 148,626 $10.9M
Main Line Retirement Advisors, LLC 7.45% Add +10.0% 144,691 $10.9M
Souders Financial Advisors 1.49% Reduce -0.4% 142,105 $10.7M
Prepared Retirement Institute LLC 6.45% Add +5.4% 141,933 $10.7M
SlateStone Wealth, LLC 0.96% Add +44.6% 141,283 $10.6M
Silver Oak Securities, Incorporated 1.12% Add +43.0% 140,536 $10.6M
Karpus Management, Inc. 0.29% Add +83.9% 140,060 $10.5M
Main Management LLC 0.85% Add +0.4% 137,391 $10.3M
IFP Advisors, Inc 0.37% Add +47.4% 137,239 $10.3M
Legacy PCG, LLC 7.26% Reduce -4.2% 135,835 $10.2M
Diversify Advisory Services, LLC 0.55% Add +12.2% 138,892 $10.2M
Charter Oak Capital Management, LLC 0.94% Reduce -4.8% 134,473 $10.1M
Sanctuary Wealth Management, L.L.C. 7.15% Add +16.1% 133,099 $10.0M
Sugarloaf Wealth Management, LLC 1.68% Add +3.3% 133,063 $10.0M
Cyr Financial Inc. 9.20% Reduce -67.8% 131,128 $9.8M
Graves Light Lenhart Wealth, Inc. 1.21% Reduce -13.5% 130,661 $9.8M
Cadence Bank 0.67% Add +4.0% 129,603 $9.7M
United Services Automobile Association 0.25% Add +9.2% 129,456 $9.7M
Associated Banc-Corp 0.28% Add +20.0% 128,645 $9.7M
Sarasin & Partners LLP 0.09% Add +54.8% 127,592 $9.6M
Global Retirement Partners, LLC 0.29% Add +1.0% 126,943 $9.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -69.2% 126,196 $9.5M
Compton Wealth Advisory Group, LLC 2.38% Reduce -59.8% 125,232 $9.4M
TD Private Client Wealth LLC 0.27% Reduce -7.8% 125,069 $9.4M
Mma Asset Management LLC 2.49% Add +100.1% 128,974 $9.3M
Staley Capital Advisers Inc. 0.42% Add +2.0% 123,756 $9.3M
Values Added Financial LLC 5.83% Add +8.0% 123,206 $9.3M
FPC Investment Advisory, Inc. 7.71% Reduce -0.0% 122,936 $9.1M
SageView Advisory Group, LLC 0.46% New 120,649 $9.1M
Focus Partners Advisor Solutions, LLC 0.19% Add +26.6% 119,713 $9.0M
Clearstead Advisors, LLC 0.14% Add +20.7% 119,476 $9.0M
Schwallier Wealth Management LLC 6.41% Reduce -5.7% 119,330 $9.0M
Glenview Trust Co 0.17% Reduce -0.3% 119,209 $9.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.61% Add +104.1% 119,200 $9.0M
AE Wealth Management LLC 0.08% Add +1.8% 118,213 $8.9M
Cambridge Associates LLC /Ma/ 0.33% Add +52.5% 118,069 $8.9M
Cibc World Market Inc. 0.02% Reduce -4.3% 116,702 $8.8M
Trellis Wealth Advisors LLC 4.36% Add +23.7% 116,007 $8.7M
Mutual Advisors, LLC 0.25% Add +8.0% 117,686 $8.6M
Motley Fool Wealth Management, LLC 0.43% Add +3.0% 114,407 $8.6M
Darrow Company, Inc. 5.00% Add +3.3% 114,403 $8.6M
Jacobi Capital Management LLC 0.65% Reduce -63.9% 114,130 $8.6M
Dynamic Wealth Strategies, LLC 6.92% Add +1.9% 112,933 $8.5M
Exencial Wealth Advisors, LLC 0.30% Reduce -9.7% 112,094 $8.4M
Powers Advisory Group, LLC 4.20% Add +7.8% 112,025 $8.4M
1832 Asset Management L.P. 0.01% Reduce -10.1% 109,567 $8.2M
Bouchey Financial Group, Ltd. 0.73% Reduce -1.7% 109,163 $8.2M
Financial Advocates Investment Management 0.46% Reduce -30.4% 108,537 $8.2M
Beacon Investment Advisory Services, Inc. 0.34% Add +0.8% 108,819 $8.2M
Dunhill Financial, LLC 4.19% Add +145.4% 108,654 $8.2M
Keeler & Nadler Financial Planning & Wealth Management 3.97% Add +33.3% 108,620 $8.2M
Fairview Capital Investment Management, LLC 0.44% Reduce -5.9% 107,906 $8.1M
Perigon Wealth Management, LLC 0.22% Reduce -23.5% 107,444 $8.1M
Waterford Advisors, LLC 4.07% Add +602.3% 106,093 $8.0M
Trustmark Bank Trust Department 0.60% Add +15.2% 106,000 $8.0M
Integrated Advisors Network LLC 0.38% Add +1.9% 104,699 $7.9M
Brookstone Capital Management 0.12% Add +15.6% 103,947 $7.8M
SOL Capital Management CO 0.86% Add +0.2% 102,925 $7.7M
Cambria Investment Management, L.P. 0.46% Add +0.1% 103,097 $7.7M
Aptus Capital Advisors, LLC 0.12% Add +26.3% 102,821 $7.7M
Balentine LLC 0.30% Add +59.7% 102,498 $7.7M
Empowered Funds, LLC 0.12% New 102,052 $7.6M
Kestra Private Wealth Services, LLC 0.14% Reduce -38.5% 101,625 $7.6M
Hilltop Holdings Inc. 0.50% Add +970.1% 101,029 $7.6M
Crabel Capital Management, LLC 5.33% Add +114.3% 100,811 $7.6M
Sterling Investment Management, LLC 5.72% Reduce -1.5% 100,344 $7.5M
Fifth Third Bancorp 0.03% Reduce -4.5% 100,287 $7.5M
Triumph Capital Management 2.67% Add +1.3% 99,604 $7.5M
Tanager Wealth Management LLP 1.00% Reduce -4.4% 99,272 $7.5M
Oceanside Advisors LLC 5.52% Add +2.5% 98,606 $7.4M
National Philanthropic Trust 0.13% No change 98,138 $7.4M
Apexium Financial, LP 0.48% Add +29.0% 97,289 $7.3M
Spirepoint Private Client, LLC 0.95% Add +44.3% 96,020 $7.2M
New Covenant Trust Company, N.A. 6.99% Add +11.4% 95,793 $7.2M
Deseret Mutual Benefit Administrators 3.64% Add +0.9% 95,315 $7.2M
City State Bank 2.58% Add +20.5% 94,413 $7.1M
RE Dickinson Investment Advisors, LLC 4.00% Add +3.7% 94,376 $7.1M
Addison Capital Co 2.84% Add +24.4% 93,764 $7.0M
Motiv8 Investments LLC 4.74% Add +14.1% 93,646 $7.0M
Sage Rhino Capital LLC 1.55% Add +0.5% 93,393 $7.0M
Matrix Trust Co 1.30% New 92,397 $6.9M
Old Port Advisors 1.93% Add +9.6% 92,332 $6.9M
Summit Financial, LLC 0.27% Reduce -4.8% 92,144 $6.9M
Commerce Bank 0.04% Add +36.0% 91,634 $6.9M
SigFig Wealth Management, LLC 0.25% Reduce -3.5% 91,012 $6.9M
Stephen J. Garry & Associates, LLC 6.50% Add +19.5% 91,095 $6.8M
Bleakley Financial Group, LLC 0.21% Add +5.9% 90,116 $6.8M
Connecticut Wealth Management, LLC 0.33% Reduce -24.9% 89,939 $6.8M
Zeit Capital LLC 5.22% Add +0.1% 89,906 $6.8M
Sound View Wealth Advisors Group, LLC 0.55% Reduce -0.0% 89,105 $6.7M
Park Avenue Securities LLC 0.07% Add +1.5% 87,160 $6.5M
Cibc World Markets Corp. 0.05% Reduce -15.1% 86,709 $6.5M
Okabena Investment Services Inc. 1.84% Reduce -0.7% 86,697 $6.5M
Azimuth Capital Investment Management LLC 0.25% Add +2.4% 86,675 $6.5M
Sowell Financial Services LLC 0.30% Add +79.0% 86,104 $6.5M
Curran Financial Partners, LLC 1.81% Add +8.3% 84,983 $6.4M
Lansing Street Advisors 2.33% Add +0.9% 84,185 $6.3M
Fragasso Financial Advisors Inc 0.48% Reduce -21.9% 83,542 $6.3M
Agilis Partners LLC 1.76% Reduce -5.3% 83,464 $6.3M
Keystone Financial Group 0.80% New 83,177 $6.2M
Great Valley Advisor Group, Inc. 0.15% Reduce -1.2% 82,791 $6.2M
Laird Norton Wetherby Wealth Management, LLC 0.28% Add +15.8% 82,454 $6.2M
Motive Wealth Advisors 3.72% No change 85,927 $6.2M
Legacy Financial Group LLC 1.19% Add +1.3% 82,414 $6.2M
WealthCollab, LLC 3.97% Add +2.2% 80,223 $6.0M
Washington Trust Bank 0.58% Reduce -14.3% 79,982 $6.0M
Hamilton Wealth, LLC 1.47% Add +4.3% 79,954 $6.0M
Commonwealth Retirement Investments LLC 2.52% Add +12.4% 79,890 $6.0M
Patriot Financial Group Insurance Agency, LLC 0.81% Add +182.7% 79,887 $6.0M
Symphony Financial, Ltd. Co. 0.99% Add +13.1% 79,600 $6.0M
Concourse Financial Group Securities, Inc. 0.35% Add +1.5% 79,377 $6.0M
Liberty Capital Management, Inc. 1.30% Add +7.0% 78,317 $5.9M
Stephens Inc. 0.08% Add +3.6% 77,296 $5.8M
Prospera Financial Services Inc 0.15% Add +9.9% 77,240 $5.8M
Trek Financial, LLC 0.43% Add +0.7% 77,154 $5.8M
Brooklyn FI, LLC 2.03% Add +14.3% 76,912 $5.8M
Rathbones Group PLC 0.03% Reduce -2.0% 76,512 $5.7M
Mayflower Financial Advisors, LLC 0.86% Reduce -28.6% 75,855 $5.7M
Proffitt & Goodson Inc. 0.93% Add +7.3% 75,774 $5.7M
Roger Wittlin Investment Advisory, LLC 3.27% Add +5.3% 75,703 $5.7M
Elios Financial Group Inc. 2.62% — 75,579 $5.7M
Saxony Capital Management, LLC 5.20% Add +5.6% 75,578 $5.7M
Capital Investment Services of America, Inc. 0.54% Reduce -1.0% 74,905 $5.6M
Coldstream Capital Management Inc. 0.12% Reduce -12.1% 74,569 $5.6M
ETF Portfolio Partners, Inc. 1.66% Reduce -0.7% 74,567 $5.6M
Shelter Mutual Insurance Co 1.33% No change 76,583 $5.6M
Dynasty Wealth Management, LLC 0.17% Add +1.4% 74,086 $5.6M
Elm Partners Management LLC 0.40% Reduce -10.0% 74,032 $5.6M
Foster & Motley Inc. 0.35% Add +11.5% 73,922 $5.6M
Farrell Financial LLC 3.89% Add +16.4% 75,304 $5.5M
Parallel Advisors, LLC 0.13% Reduce -15.2% 73,273 $5.5M
Modern Wealth Management, LLC 0.33% Reduce -0.1% 71,464 $5.4M
Valeo Financial Advisors, LLC 0.15% Add +4.7% 70,254 $5.3M
Greenspring Advisors, LLC 1.14% Add +6.8% 69,791 $5.2M
Grove Bank & Trust 0.77% Reduce -2.2% 69,058 $5.2M
Horizons Wealth Management 4.00% Add +0.0% 68,772 $5.2M
Plan Group Financial, LLC 2.72% Add +8.2% 68,700 $5.2M
EP Wealth Advisors, LLC 0.04% Reduce -4.9% 68,377 $5.1M
Waverly Advisors, LLC 0.09% Reduce -0.2% 67,655 $5.1M
Fisher Asset Management 0.00% Reduce -19.0% 67,324 $5.1M
CFS Investment Advisory Services, LLC 0.42% Reduce -47.9% 66,916 $5.0M
Market Street Wealth Management Advisors LLC 0.82% Add +0.7% 66,699 $5.0M
GoalFusion Wealth Management, LLC 2.77% Add +26.0% 66,661 $5.0M
Rothschild Wealth LLC 1.49% Add +4.3% 66,646 $5.0M
Bay Rivers Group 2.47% Add +1.2% 66,190 $5.0M
Carrera Capital Advisors 1.21% Reduce -1.3% 65,959 $5.0M
UMB Bank, n.a. 0.08% Reduce -5.1% 64,991 $4.9M
First Heartland Consultants, Inc. 0.52% Reduce -53.8% 64,361 $4.8M
Kings Path Partners LLC 2.00% Add +25.2% 63,475 $4.8M
Magnolia Capital Advisors LLC 2.36% Add +37.3% 62,817 $4.7M
MassMutual Private Wealth & Trust, FSB 0.13% Add +18.6% 62,503 $4.7M
StoneX Group Inc. 0.34% Add +194.1% 62,487 $4.7M
Baldwin Wealth Partners LLC 0.32% Add +1.8% 62,445 $4.7M
BOK Financial Private Wealth, Inc. 0.34% Reduce -47.5% 62,349 $4.7M
Advisory Services Network, LLC 0.10% No change 64,069 $4.6M
Bordeaux Wealth Advisors LLC 0.83% Add +19.0% 61,287 $4.6M
Hall Kathryn A. 0.96% No change 60,679 $4.6M
Stone Summit Wealth LLC 1.47% Add +11.6% 60,562 $4.5M
Wiser Wealth Management, Inc 1.30% Add +22.1% 60,390 $4.5M
Two Sigma Securities, LLC 0.36% New 60,383 $4.5M
Cantor Fitzgerald Investment Advisors L.P. 0.31% Add +162.1% 60,381 $4.5M
Ballentine Partners, LLC 0.08% Add +4.5% 60,362 $4.5M
Human Investing LLC 0.82% Add +14.3% 60,288 $4.5M
Patten Group, Inc. 1.00% Add +0.0% 60,108 $4.5M
Ausdal Financial Partners, Inc. 0.46% Add +74.8% 59,368 $4.5M
Summit X, LLC 1.08% Reduce -3.4% 61,864 $4.5M
Argent Trust Co 0.18% Reduce -2.2% 58,793 $4.4M
Hancock Whitney Corp. 0.14% Reduce -0.2% 58,792 $4.4M
Worth Asset Management, LLC 2.39% Add +77.8% 58,463 $4.4M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -2.6% 58,456 $4.4M
MainStreet Investment Advisors LLC 0.58% Add +9.1% 58,449 $4.4M
Stonekeep Investments, LLC 3.38% Reduce -0.0% 58,266 $4.4M
Hart & Patterson Financial Group LLC 2.06% Reduce -65.8% 57,867 $4.3M
Cary Street Partners Investment Advisory LLC 0.16% Add +20.2% 57,691 $4.3M
Focus Financial Network, Inc. 0.17% Add +4.7% 56,468 $4.2M
William Howard & Co Financial Advisors Inc 3.60% Add +9.5% 56,136 $4.2M
Colony Family Offices, LLC 1.31% Add +85.4% 56,128 $4.2M
First Horizon Advisors, Inc. 0.12% Reduce -1.1% 55,937 $4.2M
Avior Wealth Management, LLC 0.17% Add +2.6% 55,885 $4.2M
Stratos Investment Management, LLC 0.29% Add +106.2% 55,724 $4.2M
Taylor Hoffman Capital Management LLC 1.59% — 56,834 $4.2M
Forbes Financial Planning, Inc. 2.99% Add +5.9% 55,219 $4.1M
Lantern Wealth Advisors, LLC 2.84% Add +0.7% 54,488 $4.1M
Prudential PLC 0.02% Reduce -2.9% 54,360 $4.1M
Herold Advisors, Inc. 0.88% Add +0.8% 53,941 $4.1M
Ellenbecker Investment Group 0.76% Add +3.0% 53,671 $4.0M
Narus Financial Partners, LLC 1.44% Add +10.1% 53,646 $4.0M
IHT Wealth Management, LLC 0.11% Add +124.3% 53,532 $4.0M
Cahill Wealth Management, LLC 2.06% Reduce -7.8% 53,123 $4.0M
Applied Capital LLC 2.04% Add +0.2% 52,890 $4.0M
WealthShield Partners, LLC 0.54% Add +25.1% 52,849 $4.0M
Wealthspire Retirement, LLC 0.32% Reduce -24.5% 52,362 $3.9M
Cascade Financial Partners, LLC 0.49% Add +6.1% 53,137 $3.9M
C M Bidwell & Associates Ltd. 2.38% Add +4.0% 51,849 $3.9M
WMG Financial Advisors, LLC 1.75% Reduce -3.0% 51,672 $3.9M
Summit Wealth Partners, LLC 0.74% Reduce -2.6% 51,422 $3.9M
Clarus Wealth Advisors 1.96% Add +2.0% 51,975 $3.8M
Koshinski Asset Management, Inc. 0.33% Add +1.9% 51,081 $3.8M
Pinnacle Bancorp, Inc. 1.02% Add +13.8% 50,767 $3.8M
Rehmann Capital Advisory Group 0.25% Add +4.7% 50,609 $3.8M
Sebold Capital Management, Inc. 2.50% Add +11.2% 50,573 $3.8M
David Kennon Inc 1.49% Reduce -2.0% 50,462 $3.8M
Innealta Capital, LLC 1.54% Reduce -52.7% 50,250 $3.8M
Stratos Wealth Advisors, LLC 0.17% Reduce -37.4% 50,021 $3.8M
Consilio Wealth Advisors, LLC 1.54% Add +2.3% 49,775 $3.7M
Haverford Trust Co 0.04% Add +2.9% 49,429 $3.7M
TFC Financial Management, Inc. 0.59% Add +120.5% 49,270 $3.7M
Bank of Nova Scotia 0.01% No change 48,121 $3.6M
Laird Norton Wetherby Trust Company, LLC 0.47% No change 48,057 $3.6M
Cresset Asset Management, LLC 0.01% Reduce -21.4% 47,793 $3.6M
REDW Wealth LLC 0.91% Reduce -4.2% 47,495 $3.6M
Synovus Financial Corp. 0.04% Reduce -3.4% 47,245 $3.5M
Total Wealth Planning, LLC 0.55% Reduce -0.3% 47,186 $3.5M
Exchange Bank 2.89% Reduce -1.0% 47,064 $3.5M
Wealth Architects, LLC 0.40% Add +2.1% 46,918 $3.5M
Signal Advisors Wealth, LLC 0.50% Add +1494.2% 46,662 $3.5M
Jordan Park Group LLC 0.24% New 46,507 $3.5M
Howard Wealth Management, LLC 2.03% Add +163.9% 46,459 $3.5M
Mountain Pacific Investment Advisers LLC 0.24% Add +9.4% 46,419 $3.5M
Diversified Portfolios, Inc. 0.36% Reduce -19.3% 46,243 $3.5M
Glass Jacobson Investment Advisors llc 1.14% Add +51.6% 45,964 $3.5M
Heritage Wealth Management, Inc. 3.11% Reduce -1.4% 45,939 $3.5M
General Partner, Inc. 2.14% No change 45,848 $3.4M
Hiley Hunt Wealth Management 1.97% Add +20.3% 45,833 $3.4M
Oppenheimer & Co. Inc. 0.05% Add +7.6% 45,221 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Add +9.2% 45,215 $3.4M
NYL Investors LLC 0.21% Reduce -0.9% 44,900 $3.4M
Forum Private Client Group LLC 1.49% Reduce -11.3% 44,708 $3.4M
Independent Financial Group, LLC 0.12% Add +18.5% 44,701 $3.4M
AEGON USA Investment Management, LLC 3.31% Reduce -1.7% 44,182 $3.3M
Raymond James Trust N.A. 0.07% Add +7.7% 43,861 $3.3M
Northern Trust Corp. 0.00% Add +42.0% 43,336 $3.3M
Freestone Capital Holdings, LLC 0.11% Add +1187.5% 185,685 $3.2M
Trust Co. of Vermont 0.16% Add +0.9% 42,654 $3.2M
Gould Asset Management LLC 0.69% Add +2.1% 42,622 $3.2M
Ameritas Advisory Services, LLC 0.14% Add +3.2% 42,437 $3.2M
Hohimer Wealth Management, LLC 0.68% Add +499.2% 42,196 $3.2M
Elevated Capital Advisors, LLC 0.84% Add +8.4% 41,927 $3.1M
Delta Asset Management LLC 0.27% Add +13.5% 41,671 $3.1M
CW Advisors, LLC 0.04% Add +31.1% 41,166 $3.1M
Balanced Rock Investment Advisors LLC 2.36% Add +3.8% 40,074 $3.0M
Cutler Investment Counsel LLC 0.38% Reduce -6.3% 39,805 $3.0M
Founders Financial Securities LLC 0.28% Reduce -1.3% 39,798 $3.0M
Wealth Advisory Solutions, LLC 0.82% Add +15.2% 39,623 $3.0M
Coston, McIsaac & Partners 0.84% Add +10.4% 39,500 $3.0M
Chesley Taft & Associates LLC 0.14% Add +1.8% 39,290 $3.0M
Lebenthal Global Advisors, LLC 0.60% Add +3.1% 39,100 $2.9M
Blue Trust, Inc. 0.04% Reduce -14.0% 40,673 $2.9M
Concurrent Investment Advisors, LLC 0.09% Add +60.3% 38,971 $2.9M
Lowery Thomas, LLC 1.98% New 38,818 $2.9M
Reston Wealth Management LLC 1.04% Add +1.5% 38,437 $2.9M
American Financial & Tax Strategies Inc. 1.46% Add +25.2% 38,203 $2.9M
Compass Ion Advisors, LLC 0.35% Add +89.5% 37,885 $2.8M
PAX Financial Group, LLC 0.51% Reduce -0.4% 37,705 $2.8M
RW Investment Management LLC 0.35% Add +0.9% 37,501 $2.8M
Cobblestone Capital Advisors LLC 0.16% Reduce -3.8% 37,495 $2.8M
Nikulski Financial, Inc. 0.84% Add +415.7% 37,439 $2.8M
World Investment Advisors 0.09% Add +23.4% 37,102 $2.8M
SignalPoint Asset Management, LLC 0.65% Reduce -2.1% 36,848 $2.8M
Keel Point, LLC 0.23% Reduce -2.5% 36,633 $2.8M
Allegiance Financial Group Advisory Services LLC 0.96% Add +2.0% 36,568 $2.7M
Security Financial Services, INC. 0.56% Reduce -7.4% 36,317 $2.7M
Frank, Rimerman Advisors LLC 0.19% Reduce -20.0% 36,263 $2.7M
Constant Guidance Financial LLC 2.31% Reduce -28.6% 36,218 $2.7M
CFO4Life Group, LLC 0.48% Add +1.3% 36,186 $2.7M
Safe Harbor Fiduciary, LLC 2.54% — 36,152 $2.7M
Leeward Financial Partners, LLC 1.01% Add +0.2% 35,814 $2.7M
Howard Capital Management, LLC 0.04% Add +4.9% 35,677 $2.7M
NorthCrest Asset Manangement, LLC 0.08% Add +33.8% 35,650 $2.7M
Csenge Advisory Group 0.14% Reduce -11.6% 36,148 $2.7M
Coppell Advisory Solutions LLC 0.39% Add +7.7% 35,340 $2.7M
Faithward Advisors, LLC 0.46% Add +3.6% 35,211 $2.6M
Apollon Wealth Management, LLC 0.07% Reduce -24.2% 35,131 $2.6M
Barden Capital Management, Inc. 2.31% Add +10.6% 35,046 $2.6M
Nvwm, LLC 0.67% Reduce -0.4% 34,975 $2.6M
First Personal Financial Services 0.55% Reduce -1.6% 34,803 $2.6M
WFA of San Diego, LLC 2.21% Add +5.8% 34,704 $2.6M
Warner Financial, Inc. 1.15% Add +9.6% 34,519 $2.6M
Pinkerton Wealth, LLC 0.38% Add +5.9% 34,407 $2.6M
WMS Partners, LLC 0.14% Add +333.2% 33,858 $2.5M
First PREMIER Bank 0.63% Reduce -0.0% 33,516 $2.5M
Janney Capital Management LLC 0.17% Reduce -1.7% 33,512 $2.5M
Frontier Asset Management, LLC 0.83% Reduce -2.1% 33,273 $2.5M
Wilmington Savings Fund Society, FSB 0.04% Reduce -52.1% 33,250 $2.5M
Burns J W & Co. Inc. 0.32% Add +5.7% 33,175 $2.5M
Strategic Investment Advisors / MI 0.27% Add +2.0% 33,110 $2.5M
Flagstar Securities, Inc. 0.63% Add +9.4% 33,025 $2.5M
TD Waterhouse Canada Inc. 0.02% Add +13.0% 32,928 $2.5M
Wiser Advisor Group LLC 3.67% Reduce -2.9% 32,732 $2.5M
J.W. Cole Advisors, Inc. 0.10% Reduce -4.0% 32,661 $2.5M
Tandem Wealth Advisors LLC 1.24% Add +3.2% 32,642 $2.5M
Mechanics Financial Corp 1.07% Reduce -0.8% 32,513 $2.4M
Evergreen Capital Management LLC 0.08% Reduce -2.5% 32,418 $2.4M
Meritas Wealth Management, LLC 1.49% Add +0.0% 32,045 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -88.5% 31,966 $2.4M
HTG Investment Advisors, Inc. 1.13% Add +75.1% 31,762 $2.4M
Gray Wealth Management Inc. 0.94% Add +7.3% 31,756 $2.4M
Smartleaf Asset Management LLC 0.29% Reduce -5.0% 31,638 $2.4M
Evensky & Katz LLC 0.15% Reduce -2.4% 31,593 $2.4M
Neuberger Berman Group LLC 0.00% Add +7.9% 31,527 $2.4M
Greystone Financial Group, LLC 0.42% Add +473.5% 31,480 $2.4M
First Citizens Bank & Trust Co. 0.05% Reduce -4.1% 31,358 $2.4M
FC Advisory LLC 0.78% Add +1.5% 31,044 $2.3M
Stonebridge Financial Planning Group, LLC 1.11% Add +4.0% 31,001 $2.3M
CreativeOne Wealth, LLC 0.08% Add +32.9% 30,710 $2.3M
Stage Harbor Financial, LLC 2.09% No change 31,133 $2.3M
Fagan Associates, Inc. 0.38% Reduce -3.3% 30,355 $2.3M
Foundations Investment Advisors, LLC 0.05% Reduce -11.9% 30,285 $2.3M
Strategic Financial Concepts, LLC 0.72% Reduce -98.6% 30,109 $2.3M
National Wealth Management Group, LLC 1.51% Reduce -3.2% 29,728 $2.2M
Walkner Condon Financial Advisors LLC 0.45% Add +9.4% 29,658 $2.2M
DAVENPORT & Co LLC 0.01% Add +45.8% 29,608 $2.2M
CGN Advisors LLC 0.22% Add +1.6% 29,564 $2.2M
PBMares Wealth Management LLC 0.46% Add +45.4% 29,389 $2.2M
Financial Strategies Group, Inc. 0.52% Add +64.5% 29,868 $2.2M
American Trust 0.18% Reduce -19.5% 29,304 $2.2M
Red Wave Investments LLC 0.75% Reduce -0.8% 28,737 $2.2M
Evanson Asset Management, LLC 0.15% Add +4.2% 28,721 $2.2M
Western Wealth Management, LLC 0.12% Add +1.5% 28,668 $2.2M
City Holding Co. 0.30% Add +11.8% 28,660 $2.2M
Straight Path Wealth Management 0.93% Add +0.9% 28,625 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Add +113.5% 28,428 $2.1M
Moneda S.A. Administradora General de Fondos 1.75% No change 28,250 $2.1M
Rothschild Capital Partners, LLC 0.59% Add +0.6% 28,049 $2.1M
Culbertson A N & Co. Inc. 0.34% Reduce -0.3% 27,864 $2.1M
Flagship Private Wealth, LLC 1.08% Reduce -16.2% 27,839 $2.1M
Ramiah Investment Group 1.96% Add +2.7% 27,696 $2.1M
Cwm, LLC 0.01% Reduce -45.6% 27,598 $2.1M
HBK Sorce Advisory LLC 0.06% Reduce -0.3% 27,538 $2.1M
Sigma Planning Corp 0.06% Reduce -2.7% 27,513 $2.1M
Continental Investors Services, Inc. 4.25% Add +0.1% 27,512 $2.1M
Eastern Bank 0.04% Add +11.5% 27,475 $2.1M
Valmark Advisers, Inc. 0.03% Add +4.3% 27,274 $2.0M
Bokf, NA 0.04% Reduce -11.3% 27,375 $2.0M
Plum Street Advisors, LLC 1.03% Reduce -0.3% 27,113 $2.0M
Financial Counselors Inc. 0.03% Add +135.0% 27,091 $2.0M
Insigneo Advisory Services, LLC 0.21% Add +10.7% 27,053 $2.0M
Private Capital Management LLC 0.37% Reduce -21.3% 26,945 $2.0M
Centaurus Financial, Inc. 0.13% Add +16.9% 26,895 $2.0M
RFP Financial Group LLC 0.65% Add +0.7% 26,685 $2.0M
Blair William & Co. 0.01% Add +19.6% 26,535 $2.0M
Scotia Capital Inc. 0.01% Add +11.6% 26,470 $2.0M
HFG Advisors, Inc. 1.76% Add +1.9% 26,394 $2.0M
Kathleen S. Wright Associates Inc. 0.82% Reduce -0.6% 26,360 $2.0M
Cardiff Park Advisors, LLC 0.18% Add +0.6% 26,271 $2.0M
VestGen Investment Management 0.55% Reduce -0.5% 26,205 $2.0M
Steel Grove Capital Advisors, LLC 0.28% Add +4.8% 26,114 $2.0M
Root Financial Partners, LLC 0.31% Reduce -9.9% 26,165 $2.0M
Net Worth Advisory Group 0.58% — 25,990 $2.0M
Boston Family Office LLC 0.13% Add +21.5% 25,995 $2.0M
Willow Creek Wealth Management Inc. 0.20% Reduce -0.7% 25,900 $1.9M
Gordian Advisors LLC 1.55% Reduce -5.0% 25,856 $1.9M
Integrity Wealth Solutions LLC 1.13% Add +3.0% 25,750 $1.9M
Westside Investment Management, Inc. 0.41% Reduce -0.1% 25,607 $1.9M
Flagship Harbor Advisors, LLC 0.11% Reduce -16.7% 25,529 $1.9M
Gateway Wealth Partners, LLC 0.53% Add +7.3% 25,490 $1.9M
Scissortail Wealth Management, LLC 0.46% Reduce -99.6% 88 $1.9M
Bath Savings Trust Co 0.19% Reduce -4.9% 25,365 $1.9M
FineMark National Bank & Trust 0.07% New 25,331 $1.9M
Moneta Group Investment Advisors LLC 0.03% Add +7.1% 25,300 $1.9M
Beaumont Financial Advisors, LLC 0.15% Add +0.7% 25,040 $1.9M
Center For Asset Management LLC 1.12% Add +21.7% 25,018 $1.9M
Grey Fox Wealth Advisors, LLC 0.52% Add +11.2% 24,987 $1.9M
First National Bank of Omaha 0.12% Add +1.6% 24,822 $1.9M
Transcendent Capital Group LLC 0.95% Add +1526.8% 24,581 $1.8M
Trust Point Inc. 0.14% Add +20.7% 24,520 $1.8M
Archvest Wealth Advisors, Inc. 1.17% Add +69.2% 24,514 $1.8M
HBW Advisory Services LLC 0.27% Add +21.4% 24,365 $1.8M
MN Wealth Advisors, LLC 1.04% Reduce -3.3% 24,297 $1.8M
Main Street Financial Solutions, LLC 0.17% Reduce -1.1% 24,126 $1.8M
Accelerate Investment Advisors LLC 1.76% — 23,958 $1.8M
Eley Financial Management, Inc 0.72% Reduce -4.3% 23,845 $1.8M
Marotta Asset Management 0.35% Reduce -11.9% 23,816 $1.8M
Centurion Wealth Management LLC 0.57% — 23,785 $1.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -8.7% 23,734 $1.8M
Tenret Co LLC 1.12% No change 23,604 $1.8M
Estate Counselors, LLC 0.18% Add +42.8% 23,638 $1.8M
Spire Wealth Management 0.06% Reduce -48.5% 23,503 $1.8M
Pineridge Advisors LLC 0.66% Add +14.4% 23,257 $1.7M
Wells Financial Advisors INC 2.35% Reduce -1.7% 23,202 $1.7M
Penobscot Wealth Management 0.94% Reduce -10.6% 23,195 $1.7M
Capital Insight Partners, LLC 0.30% Reduce -4.0% 22,953 $1.7M
Arrow Financial Corp 0.16% Reduce -12.3% 22,761 $1.7M
Shakespeare Wealth Management, LLC 0.45% Reduce -14.3% 22,679 $1.7M
TCI Wealth Advisors, Inc. 0.14% Reduce -9.8% 22,634 $1.7M
Level Four Advisory Services, LLC 0.07% Add +2.7% 22,989 $1.7M
SJS Investment Consulting Inc. 0.30% Reduce -49.2% 22,275 $1.7M
Cumberland Partners Ltd 0.12% Reduce -1.3% 22,220 $1.7M
Clear Creek Financial Management, LLC 0.19% Add +8.1% 22,172 $1.7M
Capital Square, LLC 1.01% Reduce -0.2% 22,130 $1.7M
Retirement Guys Formula LLC 0.77% Reduce -6.5% 22,077 $1.7M
Dakota Wealth Management 0.04% Add +9.5% 21,751 $1.6M
Seldon Capital LP 0.91% No change 21,582 $1.6M
Mission Creek Capital Partners, Inc. 0.38% New 21,546 $1.6M
Private Trust Co. NA 0.16% Reduce -18.8% 21,455 $1.6M
W.H. Cornerstone Investments Inc. 1.07% Add +10.1% 21,040 $1.6M
Seven Mile Advisory 1.03% Add +5.3% 20,831 $1.6M
Pacific Wealth Strategies Group, Inc. 1.16% Add +12.4% 20,755 $1.6M
Parkside Advisors LLC 0.37% No change 20,688 $1.6M
Cape Cod Five Cents Savings Bank 0.14% Reduce -6.8% 20,658 $1.6M
Source Financial Advisors LLC 0.46% Reduce -7.0% 20,605 $1.5M
Wealth Group, Ltd. 1.04% Reduce -1.3% 20,594 $1.5M
Lodestone Wealth Management LLC 0.77% Reduce -59.1% 20,569 $1.5M
Acas, LLC 1.27% Add +1.5% 20,565 $1.5M
Wedbush Securities Inc. 0.06% Add +5.3% 20,425 $1.5M
Private Client Services, LLC 0.82% Add +21.0% 20,386 $1.5M
Simon Quick Advisors, LLC 0.10% Reduce -1.1% 20,212 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.32% Add +3.7% 20,186 $1.5M
Cypress Point Wealth Management, LLC 0.59% Add +0.7% 19,939 $1.5M
HT Partners LLC 0.53% Reduce -6.4% 19,914 $1.5M
Southland Equity Partners LLC 0.36% Add +298.4% 19,826 $1.5M
First United Bank & Trust 0.53% Add +3.5% 19,806 $1.5M
PFG Investments, LLC 0.10% Add +39.5% 19,726 $1.5M
Washington Trust Advisors, Inc. 0.13% Add +3.2% 19,715 $1.5M
Prostatis Group LLC 0.48% Add +57.9% 19,581 $1.5M
Wealth Group Ltd 0.43% Reduce -22.5% 19,547 $1.5M
Bell Investment Advisors, Inc 0.27% Add +8.2% 19,463 $1.5M
Kingfisher Capital LLC 0.34% Reduce -4.2% 19,394 $1.5M
Tudor Investment Corporation 0.02% New 19,326 $1.5M
Arkadios Wealth Advisors 0.08% Add +12.5% 19,319 $1.5M
Power Wealth Management LLC 0.62% Reduce -9.8% 19,280 $1.4M
Life Planning Partners, Inc 1.29% Add +2.2% 19,209 $1.4M
Cahaba Wealth Management, Inc. 0.12% Add +1.9% 19,037 $1.4M
Nicolet Bankshares Inc. 0.29% Reduce -25.0% 18,941 $1.4M
TPG Advisors LLC 1.11% Add +12.2% 18,920 $1.4M
Brighton Jones LLC 0.05% Add +15.2% 18,746 $1.4M
Apeiron RIA LLC 0.40% Reduce -3.5% 18,725 $1.4M
AQR Capital Management 0.00% Add +72.3% 18,722 $1.4M
Orleans Capital Management Corp. 0.79% New 18,625 $1.4M
Investment Advisory Group, LLC 0.48% Add +16.6% 18,497 $1.4M
GeoWealth Management, LLC 0.05% Reduce -14.3% 18,467 $1.4M
OLIO Financial Planning 0.58% Add +0.1% 18,680 $1.4M
Great Lakes Retirement, Inc. 0.17% Reduce -3.2% 18,157 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.38% Reduce -14.6% 18,146 $1.4M
NBT Bank, N.A. 0.09% Add +10.9% 18,132 $1.4M
Ted Buchan & Co 0.64% Add +8.6% 18,041 $1.4M
First Citizens Financial Corp 0.71% Add +1.1% 17,981 $1.4M
Catalyst Financial Partners LLC 0.26% Reduce -20.4% 17,884 $1.3M
Ascentis Independent Advisors 0.21% Add +120.4% 17,842 $1.3M
Endowment Wealth Management, Inc. 0.87% Add +5.1% 17,648 $1.3M
Red Tortoise LLC 0.67% Reduce -12.2% 17,647 $1.3M
Passive Capital Management, LLC. 0.46% Add +20.0% 17,633 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -6.1% 17,563 $1.3M
Cary Street Partners Asset Management LLC 0.17% Add +25.9% 17,510 $1.3M
Fort Henry Capital, LLC 0.88% Add +4.5% 17,307 $1.3M
Gladstone Institutional Advisory LLC 0.06% Add +1.5% 17,282 $1.3M
WealthCare Investment Partners, LLC 0.56% Reduce -0.7% 17,396 $1.3M
Family Wealth Partners, LLC 0.66% Reduce -0.8% 17,103 $1.3M
Meridian Wealth Partners, LLC 0.20% Reduce -3.1% 17,099 $1.3M
BCGM Wealth Management, LLC 0.41% Reduce -0.1% 16,939 $1.3M
Tradewinds, LLC. 0.39% Reduce -16.1% 16,937 $1.3M
Headlands Technologies LLC 0.15% New 16,815 $1.3M
Long Run Wealth Advisors, LLC 0.30% Add +1.4% 16,714 $1.3M
Hill Investment Group Partners, LLC 0.17% Reduce -0.4% 17,504 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Add +2.6% 16,650 $1.3M
Independent Wealth Network Inc. 0.55% Reduce -9.8% 16,641 $1.2M
Goelzer Investment Management, Inc. 0.07% No change 16,516 $1.2M
Mayport, LLC 0.40% No change 16,515 $1.2M
Wealthstream Advisors, Inc. 0.23% Add +0.9% 16,478 $1.2M
Capital Planning Advisors, LLC 0.19% Reduce -5.5% 16,467 $1.2M
Torray Investment Partners LLC 0.17% No change 16,325 $1.2M
Hemington Wealth Management 0.33% Add +31.3% 16,672 $1.2M
Legacy Financial Strategies, LLC 0.27% Reduce -0.3% 16,192 $1.2M
Websterrogers Financial Advisors, LLC 0.43% Add +60.0% 16,171 $1.2M
Ascent Group, LLC 0.09% Add +3.4% 16,113 $1.2M
Keystone Wealth Services, LLC 0.33% Add +95.0% 16,036 $1.2M
Strategic Financial Planning, Inc. 0.80% Add +7.2% 16,022 $1.2M
Caldwell Trust Co 0.13% Add +6.2% 15,960 $1.2M
Horizon Investment Services, LLC 0.51% Add +17.4% 15,922 $1.2M
Money Concepts Capital Corp. 0.09% Add +19.5% 15,912 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -19.4% 15,812 $1.2M
Stewardship Advisors, LLC 0.33% New 15,726 $1.2M
VERITY Wealth Advisors 0.82% Add +0.7% 15,622 $1.2M
Perennial Investment Advisors, LLC 0.15% Reduce -4.0% 15,601 $1.2M
Guardian Asset Advisors, LLC 0.79% Add +10.1% 15,531 $1.2M
Fermata Advisors, LLC 0.24% Add +2.9% 15,416 $1.2M
International Assets Investment Management, LLC 0.09% Reduce -21.1% 15,374 $1.2M
Diversified Trust Co. 0.03% New 15,359 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.23% Add +81.9% 15,254 $1.1M
Creekside Partners 0.59% Add +0.8% 15,218 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +6.2% 15,205 $1.1M
RBA Wealth Management, LLC 0.44% Add +10.1% 15,201 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.21% Add +2.3% 15,187 $1.1M
Legacy Advisors, LLC 0.12% Add +139.4% 15,152 $1.1M
Heritage Financial Services, LLC 0.15% Add +4.6% 15,127 $1.1M
Flow Traders U.S. LLC 0.06% New 15,100 $1.1M
Cascade Investment Group, Inc. 0.83% Add +31.2% 14,993 $1.1M
Truepoint, Inc. 0.03% Add +44.3% 14,992 $1.1M
Richardson Financial Services Inc. 0.71% Add +81.6% 15,313 $1.1M
Archer Investment Corp 0.30% Add +2.9% 14,824 $1.1M
Everhart Financial Group, Inc. 0.25% Add +18.5% 15,273 $1.1M
Gryphon Financial Partners LLC 0.15% Add +8.1% 14,785 $1.1M
Traveka Wealth, LLC 0.56% Add +289.0% 14,771 $1.1M
Aspire Private Capital, LLC 0.26% Add +11.7% 14,753 $1.1M
Sequent Planning LLC 0.38% Reduce -6.8% 14,640 $1.1M
MorganRosel Wealth Management, LLC 0.36% Add +0.4% 14,548 $1.1M
Ashton Thomas Securities, LLC 0.21% Add +1.2% 14,355 $1.1M
Empower Advisory Group, LLC 0.00% Add +76.2% 14,227 $1.1M
Tillman Hartley LLC 0.32% Reduce -7.2% 14,215 $1.1M
Gemmer Asset Management LLC 0.11% Add +0.9% 14,123 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -69.6% 14,069 $1.1M
Private Wealth Management Group, LLC 0.41% Add +395.9% 13,935 $1.0M
Sharp Wealth Advisory, LLC 0.81% Reduce -1.1% 13,930 $1.0M
Graypoint LLC 0.07% Add +11.9% 13,773 $1.0M
Treynor Bancshares, Inc. 1.06% Reduce -30.4% 13,739 $1.0M
Financial Avengers, Inc. 0.51% Add +16.7% 13,708 $1.0M
Lion Street Advisors, LLC 0.36% Reduce -41.5% 13,623 $1.0M
Eight 31 Financial, LLC 0.79% Reduce -34.9% 13,528 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Add +63.5% 13,323 $1.0M
MBA Advisors LLC 0.48% Reduce -0.8% 13,266 $996K
Financial Insights, Inc. 0.32% Reduce -17.4% 13,167 $989K
First National Trust Co 0.04% Reduce -9.5% 13,145 $987K
HM Payson & Co. 0.02% Reduce -3.0% 13,100 $984K
Investment Research & Advisory Group, Inc. 0.41% Add +14.9% 13,069 $982K
Topel & Distasi Wealth Management, LLC 0.41% Add +1.7% 13,056 $981K
Squire Investment Management Company, LLC 0.46% No change 12,840 $964K
Collaborative Wealth Managment Inc. 0.44% Reduce -7.9% 12,822 $963K
IFG Advisory, LLC 0.06% Reduce -14.9% 12,737 $957K
Christensen, King & Associates Investment Services, Inc. 0.45% Add +19.8% 12,706 $954K
Ashton Thomas Private Wealth, LLC 0.05% Add +16.7% 12,657 $951K
Cumberland Advisors Inc. 0.38% Add +17.6% 12,620 $948K
FSA Wealth Management LLC 0.38% — 12,604 $947K
Claro Advisors Inc. 0.12% Add +1.9% 12,491 $938K
Welch & Forbes LLC 0.01% Add +84.1% 12,373 $929K
Leo Wealth, LLC 0.08% Add +20.2% 12,240 $919K
Arete Wealth Advisors, LLC 0.08% Reduce -7.8% 12,241 $919K
Twin Peaks Wealth Advisors, LLC 0.42% Add +6.0% 12,142 $912K
Hardin Capital Partners, LLC 0.52% Reduce -1.3% 12,297 $911K
Argonautica Private Wealth Management, Inc. 0.30% Add +2.4% 12,044 $905K
Piedmont Capital Management, LLC 0.54% Reduce -0.7% 12,231 $903K
Maia Wealth LLC 0.22% Add +86.9% 12,310 $902K
United Capital Financial Advisors, LLC 0.01% Reduce -8.1% 11,887 $893K
Daymark Wealth Partners, LLC 0.04% Reduce -2.0% 11,875 $892K
American Investment Services, Inc. 0.15% Add +2.0% 11,868 $891K
HUB Investment Partners, LLC 0.04% Add +51.9% 11,861 $891K
AdvisorNet Financial, Inc 0.07% Add +10.1% 11,792 $886K
Thrive Capital Management, LLC 0.42% Add +4.9% 11,790 $886K
Hendershot Investments Inc. 0.12% Reduce -2.7% 11,755 $883K
Guardian Wealth Advisors, LLC / NC 0.10% Reduce -5.6% 11,748 $882K
Fairway Wealth LLC 0.45% Add +35.4% 11,714 $880K
Edgestream Partners, L.P. 0.04% Add +162.7% 11,649 $875K
First American Trust, FSB 0.09% Reduce -1.1% 11,645 $875K
Ruedi Wealth Management, Inc. 0.30% Add +1.5% 11,564 $869K
Schmidt P J Investment Management Inc. 0.15% Add +3.6% 11,560 $868K
Keybank National Association 0.00% Add +15.1% 11,481 $862K
Institute for Wealth Management, LLC. 0.11% Reduce -0.9% 11,308 $849K
Burton Enright Welch 0.18% Reduce -15.4% 11,247 $845K
Linscomb Wealth, Inc. 0.04% Reduce -0.2% 11,230 $843K
Uptick Partners, LLC 0.35% New 11,129 $836K
Burney Co./ 0.03% Add +6.0% 11,118 $835K
Annapolis Financial Services, LLC 0.25% Reduce -14.1% 11,103 $834K
Epiq Partners, LLC 0.48% New 11,097 $833K
Sequoia Financial Advisors, LLC 0.01% Reduce -3.1% 11,062 $831K
Arax Advisory Partners 0.07% Add +698.0% 11,045 $830K
McCarthy Asset Management, Inc. 0.52% Add +58.0% 11,028 $828K
Callan Family Office, LLC 0.14% Reduce -30.7% 11,009 $827K
Aua Capital Management, LLC 0.48% Reduce -0.5% 11,005 $827K
Lifeworks Advisors, LLC 0.16% Reduce -1.5% 10,995 $826K
Optivise Advisory Services LLC 0.43% Reduce -0.4% 10,993 $826K
Oldfather Financial Services, LLC 0.32% Add +11.8% 10,945 $822K
SilverOak Wealth Management LLC 0.18% Add +1.5% 10,911 $820K
Cyndeo Wealth Partners, LLC 0.06% Reduce -4.9% 10,908 $819K
Sandbox Financial Partners, LLC 0.29% Add +31.1% 10,857 $815K
Cedar Mountain Advisors, LLC 0.18% Add +0.0% 10,768 $809K
GYL Financial Synergies, LLC 0.06% Reduce -26.6% 10,762 $808K
Journey Strategic Wealth LLC 0.03% Add +0.9% 10,762 $808K
Sage Financial Group Inc. 0.07% Add +1.6% 10,691 $803K
Conrad Siegel Investment Advisors, Inc. 0.22% Add +19.9% 10,630 $798K
Sovereign Financial Group, Inc. 0.19% Reduce -0.7% 10,591 $796K
Pinnacle Financial Group, LLC / IL 0.31% Add +19.0% 10,624 $793K
RCS Financial Planning, LLC 0.44% Add +0.1% 10,513 $790K
Lazari Capital Management, Inc. 0.34% Reduce -6.1% 10,467 $786K
Idaho Trust Co 0.38% Add +1.1% 10,460 $786K
WCG Wealth Advisors LLC 0.05% Reduce -7.7% 10,441 $784K
Rinkey Investments 0.25% Add +179.3% 10,388 $780K
Beacon Wealthcare LLC 0.31% No change 10,357 $778K
Oarsman Capital, Inc. 0.14% New 10,356 $778K
EverSource Wealth Advisors, LLC 0.05% Add +1.7% 10,328 $776K
My Personal CFO, LLC 0.42% Reduce -32.7% 10,322 $775K
Strategy Asset Managers LLC 0.15% New 10,296 $773K
Roberts Glore & Co. Inc. 0.22% Reduce -24.8% 10,290 $773K
Strategic Advocates LLC 0.28% Reduce -17.4% 10,240 $769K
Widmann Financial Services, Inc. 0.58% New 10,218 $767K
Campbell Wealth Management 0.07% New 10,207 $767K
Certified Advisory Corp 0.08% Add +23.9% 10,188 $765K
Horizon Investments, LLC 0.02% Add +2.1% 10,216 $763K
Citadel Advisors 0.00% Reduce -97.8% 10,140 $762K
Berger Financial Group, Inc 0.05% Reduce -30.6% 9,976 $749K
Whitaker-Myers Wealth Managers, LTD. 0.25% Add +18.2% 9,975 $749K
New Century Financial Group, LLC 0.27% Add +83.6% 9,963 $748K
Executive Wealth Management, LLC 0.06% New 9,934 $746K
FSA Advisors, Inc. 0.74% Reduce -21.4% 9,961 $741K
NewEdge Wealth, LLC 0.01% Add +34.9% 9,843 $739K
Belpointe Asset Management LLC 0.04% Add +19.2% 9,839 $739K
Taylor & Morgan Wealth Management, LLC 0.50% Add +3.4% 9,835 $739K
Orcam Financial Group 0.72% Add +0.0% 9,827 $738K
Dravo Bay LLC 0.38% Reduce -95.3% 9,795 $736K
Security National Bank of Sioux City Iowa 0.45% Add +2.1% 9,771 $734K
Wealth Effects LLC 0.26% Add +48.7% 9,741 $732K
Pacific Financial Group Inc. 0.53% Reduce -7.1% 9,638 $724K
Traynor Capital Management, Inc. 0.06% Reduce -7.7% 9,619 $722K
Novak & Powell Financial Services, Inc. 0.42% Reduce -34.9% 9,614 $722K
Myecfo, LLC 0.39% Reduce -1.4% 9,504 $714K
Shorepath Capital Management LLC 0.52% Add +5.8% 9,453 $710K
Blue Barn Wealth, LLC 0.36% Add +0.0% 9,386 $705K
St Germain D J Co. Inc. 0.03% Reduce -10.3% 9,356 $703K
Monterey Private Wealth, Inc. 0.24% Add +3.3% 9,339 $701K
McAdam, LLC 0.04% Add +14.5% 9,313 $700K
CIC Wealth, LLC 0.18% Add +5.8% 9,225 $693K
Sonata Capital Group Inc. 0.29% New 9,201 $691K
Kraft, Davis & Associates, LLC 0.21% Reduce -3.9% 9,452 $689K
Avidian Wealth Enterprises, LLC 0.03% Add +21.5% 9,146 $687K
RDA Financial Network 0.21% New 9,048 $680K
Balboa Wealth Partners 0.17% Reduce -6.6% 9,026 $678K
McLean Asset Management Corp 0.20% Add +24.3% 9,050 $671K
Cornerstone Advisors Asset Management, LLC 0.15% No change 8,829 $663K
Northwest Financial Advisors 0.53% Reduce -1.2% 8,792 $660K
Cullen/Frost Bankers, Inc. 0.01% Add +1726.5% 8,767 $658K
Absolute Capital Management, LLC 0.39% Reduce -4.9% 8,746 $657K
Simplicity Wealth,LLC 0.06% Reduce -90.5% 8,738 $656K
CIBC Private Wealth Group LLC 0.00% Add +162.9% 8,731 $656K
HCR Wealth Advisors 0.09% Add +3.8% 8,723 $655K
Riverpoint Wealth Management Holdings, LLC 0.17% Reduce -2.3% 8,702 $654K
Colonial Trust Co / SC 0.10% No change 8,696 $653K
United Advisor Group, LLC 0.15% Reduce -6.9% 8,683 $652K
Hibernia Wealth Partners, LLC 0.22% New 8,640 $649K
Larson Financial Group LLC 0.04% Add +3.3% 8,583 $645K
Marion Wealth Management 0.17% Add +3.8% 8,567 $643K
Thomasville National Bank 0.05% New 8,563 $643K
Lockerman Financial Group, Inc. 1.09% Add +0.6% 8,547 $642K
Key Financial Inc 0.14% Add +0.0% 8,529 $641K
Amundi 0.00% Reduce -22.5% 8,600 $637K
Planning Alternatives Ltd. 0.10% Add +3.0% 8,346 $627K
Robinswood Financial LLC 0.23% Add +18.5% 8,298 $623K
Northeast Financial Group, Inc. 0.24% Reduce -8.1% 8,296 $623K
Verus Capital Partners, LLC 0.06% Add +0.5% 8,267 $621K
Cassady Schiller Wealth Management, LLC 0.23% No change 8,246 $619K
Aries Wealth Management 0.17% Reduce -1.8% 8,177 $614K
Keudell/Morrison Wealth Management 0.17% Add +6.2% 8,167 $613K
BWM Planning, LLC 0.27% — 8,163 $613K
Rock Point Advisors, LLC 0.17% No change 8,063 $606K
Addison Advisors LLC 0.17% Add +2.6% 8,043 $604K
Garrison Point Advisors, LLC 0.37% Add +22.9% 8,035 $604K
Bull Street Advisors, LLC 0.28% Reduce -8.6% 7,998 $600K
Ally Invest Advisors Inc. 0.05% Add +15.8% 7,919 $595K
Stonegate Investment Group, LLC 0.02% Reduce -30.7% 7,917 $595K
Intrua Financial, LLC 0.10% Add +2.0% 7,898 $593K
Capital Investment Advisors, LLC 0.01% Reduce -8.1% 7,885 $592K
Hazlett, Burt & Watson, Inc. 0.27% Reduce -12.3% 7,882 $592K
Nicholas Hoffman & Company, LLC. 0.02% Add +114.8% 7,822 $588K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.1% 7,768 $583K
S.A. Mason LLC 0.31% Add +47.0% 7,758 $583K
Cordgrass Capital Advisors, LLC 0.17% Add +18.7% 7,756 $583K
Keener Financial Planning LLC 0.38% Reduce -3.5% 7,754 $582K
Hoxton Planning & Management, LLC 0.23% New 7,739 $581K
Modus Advisors, LLC 0.19% Add +0.9% 7,697 $578K
Madden Advisory Services, Inc. 0.26% Add +47.7% 7,683 $577K
GPS Wealth Strategies Group, LLC 0.08% Add +1.2% 7,677 $577K
Householder Group Estate & Retirement Specialist, LLC 0.17% Reduce -8.8% 7,670 $576K
Procyon Advisors, LLC 0.04% Add +2.6% 7,631 $573K
Promethium Advisors,llc 0.40% — 7,625 $573K
Webster Bank, N. A. 0.06% No change 7,586 $570K
Kingswood Wealth Advisors, LLC 0.04% Reduce -43.2% 7,585 $570K
Successful Portfolios LLC 0.38% Reduce -1.9% 7,575 $569K
Access Financial Services, Inc. 0.26% Add +2.0% 7,553 $567K
Apollon Financial, LLC 0.17% Add +3.4% 7,553 $567K
Driehaus Capital Management LLC 0.00% Reduce -15.2% 7,523 $565K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 6,327 $563K
USAdvisors Wealth Management, LLC 0.20% Add +1.3% 7,479 $563K
Awm Capital, LLC 0.07% Add +2.7% 7,440 $559K
Verum Partners LLC 0.16% Reduce -7.0% 7,295 $548K
King Wealth Management Group 0.08% Reduce -5.5% 7,256 $545K
Alera Investment Advisors, LLC 0.06% No change 7,250 $545K
Barrett & Company, Inc. 0.23% Add +0.0% 7,185 $540K
Davis R M Inc. 0.01% Reduce -16.9% 7,177 $539K
SeaCrest Wealth Management, LLC 0.06% Reduce -2.5% 7,132 $536K
SMI Advisory Services, LLC 0.12% No change 7,195 $534K
Full Sail Capital, LLC 0.03% Reduce -26.6% 7,095 $533K
Sterling Financial Planning, Inc. 0.20% No change 7,084 $532K
Pioneer Wealth Management Group 0.25% Reduce -9.4% 7,081 $532K
Wedmont Private Capital 0.03% Add +1.0% 7,181 $531K
Arlington Trust Co LLC 0.12% No change 7,040 $529K
Rodgers Brothers Inc. 0.07% No change 7,000 $526K
Carolinas Wealth Consulting LLC 0.09% Reduce -8.0% 6,963 $523K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -30.4% 6,956 $522K
Regal Investment Advisors LLC 0.04% Add +62.4% 6,922 $520K
Cape Investment Advisory, Inc. 0.21% Add +11.1% 6,890 $517K
TFB Advisors LLC 0.15% Add +2.9% 6,841 $514K
Truefg, LLC 0.17% Add +10.2% 6,822 $512K
Napatree Capital LLC 0.36% No change 6,819 $512K
Joel Isaacson & Co., LLC 0.02% Reduce -9.4% 6,800 $511K
Clarity Capital Advisors, LLC 0.37% Add +0.7% 6,776 $509K
Abacus Planning Group, Inc. 0.09% No change 6,760 $508K
Francis Financial, Inc. 0.13% New 6,756 $507K
Latitude Advisors, LLC 0.29% Add +6.7% 6,730 $505K
HB Wealth Management, LLC 0.01% Reduce -77.1% 6,684 $502K
Insight Advisors, LLC/ PA 0.09% Add +18.6% 6,674 $501K
Abound Wealth Management 0.17% Add +5.4% 6,656 $500K
Weitzel Financial Services, Inc. 0.23% Add +6.7% 6,636 $499K
Covestor Ltd 0.31% Reduce -8.5% 6,633 $498K
Clayton Financial Group LLC 0.19% Add +139.2% 6,607 $496K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +12.2% 6,604 $496K
Enterprise Bank & Trust Co 0.16% No change 6,601 $496K
New Potomac Partners, LLC 0.25% No change 6,590 $495K
SAM Advisors, LLC 0.18% Reduce -97.6% 6,559 $493K
Bond & Devick Financial Network, Inc. 0.21% Reduce -13.5% 6,556 $492K
Mustard Seed Financial, LLC 0.41% Reduce -3.1% 6,498 $488K
BTS Asset Management, Inc. 0.47% Reduce -19.4% 6,495 $488K
ProVise Management Group, LLC 0.04% Add +0.1% 6,472 $486K
Country Club Bank 0.03% No change 6,445 $485K
Wheelhouse Advisory Group LLC 0.31% Add +58.7% 6,414 $482K
Lodestar Private Asset Management LLC 0.06% Reduce -15.1% 6,398 $481K
Windward Private Wealth Management Inc. 0.18% Reduce -7.8% 6,396 $480K
Cordant, Inc. 0.25% Add +0.7% 6,391 $480K
Chesapeake Wealth Management 0.16% Add +20.8% 6,390 $480K
Lanark Financial, Inc. 0.04% Add +0.2% 6,369 $478K
Moneco Advisors, LLC 0.06% Reduce -67.8% 6,327 $475K
GW&K Investment Management, LLC 0.00% Add +5.6% 6,322 $475K
Cable Hill Partners, LLC 0.05% Add +21.9% 6,322 $475K
Destination Wealth Management 0.01% New 6,321 $475K
Crestwood Advisors Group, LLC 0.01% Add +47.8% 6,320 $475K
Fortitude Advisory Group L.L.C. 0.30% Add +6.7% 6,310 $474K
Talon Private Wealth, LLC 0.10% — 6,304 $474K
Fulcrum Equity Management 0.40% No change 6,293 $473K
Equity Investment Corp. 0.01% New 6,225 $468K
Discipline Wealth Solutions, LLC 0.24% Reduce -20.7% 6,123 $460K
LJI Wealth Management, LLC 0.09% Add +33.6% 6,113 $459K
Liberty Wealth Management LLC 0.08% Reduce -88.2% 6,174 $458K
Capital Group Private Client Services, Inc. 0.00% Reduce -0.1% 6,053 $455K
Opes Wealth Management LLC 0.09% Add +4.1% 6,052 $455K
American Capital Advisory, LLC 0.26% No change 6,045 $454K
Schwarz Dygos Wheeler Investment Advisors LLC 0.11% Reduce -2.9% 6,026 $453K
NorthRock Partners, LLC 0.01% Add +387.5% 5,977 $449K
Twelve Points Wealth Management LLC 0.14% Reduce -1.4% 5,973 $449K
ARK & TLK Investments, LLC 0.16% Add +0.8% 5,969 $448K
Sfmg, LLC 0.04% Reduce -19.5% 5,956 $447K
Swmg, LLC 0.18% Add +11.9% 6,170 $447K
NorthLanding Financial Partners, LLC 0.44% Add +0.8% 5,932 $446K
Bedel Financial Consulting, Inc. 0.06% Add +0.2% 5,923 $445K
Williams Jones Wealth Management, LLC. 0.01% New 5,914 $444K
Arrowroot Family Office, LLC 0.26% Reduce -9.6% 5,887 $442K
Adirondack Trust Co. 0.17% No change 5,881 $442K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 5,834 $438K
JMG Financial Group, Ltd. 0.01% Reduce -0.7% 5,834 $438K
Retirement Capital Strategies 0.17% Add +6.3% 5,829 $438K
Sloy Dahl & Holst, LLC 0.07% Add +3.1% 5,749 $432K
NorthStar Asset Management LLC 0.28% Reduce -5.5% 5,632 $423K
Blue Fin Capital, Inc. 0.08% Reduce -0.6% 5,631 $423K
Union Savings Bank 0.21% Reduce -6.2% 5,610 $421K
Vivid Wealth Management, LLC 0.22% Reduce -52.3% 5,605 $421K
MidAtlantic Capital Management, Inc. 0.31% No change 5,581 $419K
Chilton Capital Management LLC 0.02% Reduce -2.5% 5,570 $418K
Hanover Advisors Inc. 0.18% No change 5,552 $417K
Rothschild Investment LLC 0.03% Reduce -25.9% 5,540 $416K
SevenBridge Financial Group, LLC 0.08% No change 5,680 $414K
LRI Investments, LLC 0.04% Reduce -2.5% 5,662 $410K
Hanson & Doremus Investment Management 0.07% Reduce -23.3% 5,443 $409K
Moors & Cabot, Inc. 0.02% Add +3.4% 5,424 $407K
San Luis Wealth Advisors LLC 0.08% Reduce -0.1% 5,406 $406K
Sterling Investment Advisors, Ltd. 0.10% Add +43.0% 5,405 $406K
Northwest Bank & Trust Co 0.31% Add +5.5% 5,387 $405K
Sheets Smith Wealth Management 0.05% Reduce -0.9% 5,385 $404K
CWS Financial Advisors, LLC 0.14% Add +2.2% 5,368 $403K
First Pacific Financial 0.09% Add +303.5% 5,355 $402K
Aveo Capital Partners, LLC 0.04% Add +8.3% 5,348 $402K
Brave Asset Management Inc. 0.10% Reduce -2.9% 5,316 $399K
Stegner Investment Associates Inc. 0.27% Reduce -4.2% 5,269 $396K
Palisade Asset Management, LLC 0.04% Reduce -21.7% 5,261 $395K
Strategic Blueprint, LLC 0.02% Add +8.2% 5,204 $391K
Evoke Wealth, LLC 0.01% New 5,203 $391K
Strategic Wealth Partners, Ltd. 0.04% Add +70.7% 5,198 $390K
HRT Financial LP 0.00% New 5,142 $386K
Jackson, Grant Investment Advisers, Inc. 0.14% Add +0.9% 5,102 $383K
Good Life Advisors, LLC 0.02% Reduce -3.9% 5,101 $383K
Smart Portfolios, LLC 0.39% No change 5,086 $382K
Patron Partners, LLC 0.21% Reduce -34.3% 5,054 $380K
Clark Asset Management, LLC 0.08% Reduce -0.1% 5,040 $379K
Sax Wealth Advisors, LLC 0.03% Add +6.6% 5,008 $376K
Three Seasons Wealth, LLC 0.20% Add +24.0% 5,004 $376K
AllSquare Wealth Management LLC 0.21% Add +0.3% 4,999 $375K
TCV Trust & Wealth Management, Inc. 0.03% No change 4,999 $375K
L.M. Kohn & Company 0.09% Add +6.4% 4,983 $374K
Clarity Capital Partners LLC 0.22% Add +2.1% 4,952 $372K
Summit Financial Strategies, Inc. 0.04% Reduce -11.2% 4,911 $369K
McIlrath & Eck, LLC 0.05% Add +69.8% 4,877 $366K
RAM Investment Partners, LLC 0.09% Add +0.9% 4,848 $364K
Five Oceans Advisors 0.17% Reduce -8.0% 4,840 $364K
Capasso Planning Partners LLC 0.11% Reduce -19.3% 4,830 $363K
Genesee Capital Advisors, LLC 0.17% Add +0.3% 4,828 $363K
Capital Advisors Wealth Management, LLC 0.07% Add +0.9% 4,753 $357K
Smith, Moore & Co. 0.03% Reduce -0.8% 4,724 $355K
Schechter Investment Advisors, LLC 0.03% Reduce -36.9% 4,720 $355K
Laraway Financial Advisors Inc 0.28% Add +26.4% 4,700 $353K
LongView Wealth Management 0.11% Add +4.5% 4,685 $352K
Waterloo Capital, L.P. 0.04% Add +25.8% 4,671 $351K
Kovack Advisors, Inc. 0.04% Add +49.8% 4,642 $349K
Anchor Capital Advisors LLC 0.01% Reduce -40.5% 4,600 $346K
Headinvest, LLC 0.06% No change 4,588 $345K
One Degree Advisors Inc 0.14% Reduce -92.2% 4,572 $344K
Van Hulzen Asset Management, LLC 0.02% Add +40.3% 4,582 $344K
Etesian Wealth Advisors, Inc. 0.15% New 4,532 $340K
MKT Advisors LLC 0.16% Reduce -2.7% 4,490 $337K
Paulson Wealth Management Inc. 0.09% Add +3.4% 4,467 $335K
Freedom Investment Management, Inc. 0.03% Reduce -3.5% 4,439 $333K
Avestar Capital, LLC 0.04% New 4,399 $330K
Hilltop National Bank 0.10% No change 4,378 $329K
Consolidated Portfolio Review Corp 0.07% Reduce -3.6% 4,367 $328K
Bank Ozk 0.13% Add +12.4% 4,339 $326K
Financial Partners Group, LLC 0.12% Reduce -4.1% 4,338 $326K
Wealth Alliance, LLC 0.04% Add +33.5% 4,332 $325K
LFA - Lugano Financial Advisors SA 0.22% Reduce -11.9% 4,290 $322K
Invst, LLC 0.04% Reduce -32.9% 4,256 $320K
Safeguard Financial, LLC 0.08% New 4,254 $320K
Copperleaf Capital, LLC 0.24% New 4,222 $317K
Performance Wealth Partners, LLC 0.01% Add +1.6% 4,209 $316K
Security National Bank of So Dak 0.18% New 4,205 $316K
WNY Asset Management, LLC 0.04% Add +7.8% 4,195 $315K
MSH Capital Advisors LLC 0.10% Reduce -27.1% 4,186 $314K
Icon Wealth Advisors, LLC 0.03% Add +55.1% 4,186 $314K
Lakeridge Wealth Management LLC 0.17% Reduce -0.8% 4,176 $314K
Duncker Streett & Co. Inc. 0.06% Reduce -6.6% 4,165 $313K
Acorn Financial Advisory Services Inc. 0.06% Add +13.5% 4,155 $312K
Cassaday & Co Wealth Management LLC 0.01% Reduce -53.5% 4,143 $311K
Federation des caisses Desjardins du Quebec 0.00% Add +1.8% 4,117 $309K
Opus Capital Group, LLC 0.04% Reduce -13.3% 4,113 $309K
Melfa Wealth Management, Inc. 0.20% Add +3.4% 4,105 $308K
Quotient Wealth Partners, LLC 0.01% Reduce -12.6% 4,105 $308K
Penobscot Investment Management Company, Inc. 0.03% No change 4,085 $307K
Lynx Investment Advisory 0.22% Reduce -23.4% 4,039 $303K
Fort Point Capital Partners LLC 0.04% No change 4,037 $303K
Marcum Wealth, LLC 0.03% Reduce -4.3% 4,021 $302K
MIdWestOne Financial Group, Inc. 0.04% No change 4,000 $300K
Sweet Financial Partners, LLC 0.06% Reduce -1.6% 3,982 $299K
Strategic Wealth Investment Group, LLC 0.03% Reduce -25.7% 3,979 $299K
Centerpoint Advisors, LLC 0.10% No change 3,970 $298K
Whitcomb & Hess, Inc. 0.09% No change 3,966 $298K
Clay Northam Wealth Management, LLC 0.20% Add +0.4% 3,932 $295K
Cornerstone Management, Inc. 0.06% Add +7.3% 3,928 $295K
EnRich Financial Partners LLC 0.10% No change 3,916 $294K
LPWM LLC 0.10% Reduce -1.7% 3,921 $293K
Brand Asset Management Group, Inc. 0.11% Add +4.5% 3,887 $292K
Bank of New Hampshire 0.07% Reduce -1.8% 3,870 $291K
Octavia Wealth Advisors, LLC 0.04% Add +0.3% 3,858 $290K
Lanham O'Dell & Company, Inc. 0.16% Reduce -92.8% 3,839 $288K
Convergence Financial, LLC 0.06% New 3,812 $286K
Essex Bank 0.07% Reduce -0.6% 3,806 $286K
Cozad Asset Management Inc. 0.03% Add +0.1% 3,797 $285K
Simmons Bank 0.02% Add +11.9% 3,775 $284K
Community Bank, N.A. 0.04% Reduce -2.1% 3,775 $284K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 3,767 $283K
Quadcap Wealth Management, LLC 0.04% Add +3.8% 3,767 $283K
ONE Advisory Partners, LLC 0.12% No change 3,757 $282K
Moloney Securities Asset Management, LLC 0.04% Add +5.7% 3,754 $282K
Diversified, LLC 0.03% Add +30.3% 3,747 $281K
Diversified Enterprises, LLC 0.03% — 3,747 $281K
Brown Wealth Management, LLC 0.10% New 3,745 $281K
Advisory Alpha, LLC 0.01% Add +1.5% 3,739 $281K
Creative Financial Designs Inc. 0.02% Add +55.4% 3,739 $281K
Verdence Capital Advisors LLC 0.02% Reduce -9.3% 3,738 $281K
Trinity Wealth Management, LLC 0.13% New 3,711 $279K
KPP Advisory Services LLC 0.07% New 3,707 $278K
Pallas Capital Advisors LLC 0.01% Reduce -41.7% 3,798 $278K
Brophy Wealth Management, LLC 0.10% — 3,706 $278K
SOA Wealth Advisors, LLC. 0.05% Add +0.5% 3,702 $278K
Richard C. Young & CO., LTD. 0.03% New 3,694 $277K
TFO Wealth Partners, LLC 0.05% Add +14.3% 3,692 $277K
Ignite Planners, LLC 0.06% New 3,684 $277K
Forum Financial Management, LP 0.00% Reduce -18.2% 3,664 $275K
Sand Hill Global Advisors, LLC 0.01% Reduce -19.6% 3,664 $275K
Valley Financial Group, Inc. 0.19% Reduce -20.4% 3,658 $275K
Northwest Capital Management Inc 0.10% Reduce -3.0% 3,640 $273K
Crew Capital Management, Ltd 0.22% Reduce -60.0% 3,614 $271K
Enclave Advisors LLC 0.05% — 3,608 $271K
STAR Financial Bank 0.18% No change 3,595 $270K
Means Investment Co., Inc. 0.03% Add +0.8% 3,594 $270K
Mainstream Capital Management LLC 0.23% — 3,581 $269K
Invenio Wealth Partners LLC 0.12% No change 3,569 $268K
Beaird Harris Wealth Management, LLC 0.02% Add +5.2% 3,564 $268K
Pinnacle Financial Partners Inc 0.01% Add +25.5% 3,540 $266K
Dimension Capital Management LLC 0.05% Reduce -34.0% 3,530 $265K
Auxano Advisors, LLC 0.07% New 3,513 $264K
Knights of Columbus Asset Advisors LLC 0.02% Add +27.8% 3,508 $263K
Pitti Group Wealth Management, LLC 0.29% No change 3,580 $263K
Intelligent Financial Strategies 0.14% No change 3,475 $261K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% No change 3,570 $260K
Turtle Creek Wealth Advisors, LLC 0.05% New 3,454 $259K
Sweeney & Michel, LLC 0.10% New 3,510 $259K
Ellis Investment Partners, LLC 0.05% Add +0.2% 3,448 $259K
SPC Financial, Inc. 0.02% New 3,426 $257K
Geometric Wealth Advisors 0.05% New 3,426 $257K
First Citizens Asset Management, Inc. 0.09% Add +6.5% 3,406 $256K
Gries Financial LLC 0.05% New 3,404 $256K
Aspect Partners, LLC 0.14% Reduce -30.8% 3,392 $255K
Tritonpoint Wealth, LLC 0.02% No change 3,381 $255K
Accurate Wealth Management, LLC 0.05% Reduce -22.4% 3,435 $254K
TNF LLC 0.09% Add +6.9% 3,468 $254K
Elmwood Wealth Management, Inc. 0.10% Reduce -10.6% 3,384 $254K
Woodmont Investment Counsel LLC 0.02% Reduce -5.4% 3,357 $252K
First Manhattan Co. Llc. 0.00% Reduce -17.3% 3,348 $251K
Guyasuta Investment Advisors Inc. 0.02% No change 3,300 $248K
Occidental Asset Management, LLC 0.04% New 3,296 $248K
Towneley Capital Management, Inc / DE 0.06% Add +4.7% 3,251 $244K
Opal Wealth Advisors, LLC 0.08% Reduce -0.8% 3,243 $244K
FAS Wealth Partners, Inc. 0.02% Add +13.8% 3,229 $242K
Montecito Bank & Trust 0.04% New 3,226 $242K
World Equity Group, Inc. 0.09% Reduce -7.8% 3,225 $242K
Baskin Financial Services Inc. 0.02% No change 3,185 $239K
Obermeyer Wealth Partners 0.01% Add +1.1% 3,182 $239K
Signify Wealth 0.29% Reduce -8.6% 3,176 $239K
Koss-Olinger Consulting, LLC 0.02% No change 3,168 $238K
Merriman Wealth Management, LLC 0.01% New 3,166 $238K
First Hawaiian Bank 0.01% No change 3,164 $238K
Paragon Private Wealth Management, LLC 0.12% Reduce -17.0% 3,161 $237K
FFG Partners, LLC 0.09% Add +0.9% 3,152 $237K
Greenhouse Wealth Management, LLC 0.16% No change 3,140 $236K
Peterson Wealth Management 0.15% No change 3,138 $236K
Camden National Bank 0.03% New 3,101 $233K
Tyche Wealth Partners LLC 0.05% No change 3,092 $232K
Peachtree Investment Partners, LLC 0.09% Add +0.2% 3,087 $232K
Fortis Capital Advisors, LLC 0.08% Add +7.5% 3,064 $230K
Perissos Private Wealth Management, LLC 0.18% Reduce -7.1% 3,057 $230K
Breed's Hill Capital LLC 0.19% New 3,042 $228K
Qube Research & Technologies Ltd 0.00% Reduce -4.5% 3,036 $228K
Mainsail Asset Management, LLC 0.17% Add +6.0% 3,030 $228K
Cutter & CO Brokerage, Inc. 0.05% New 3,007 $226K
Private Portfolio Partners LLC 0.04% New 3,002 $225K
Bramshill Investments, LLC 0.02% No change 3,000 $225K
Financial Planning & Information Services, Inc. 0.03% New 2,983 $224K
Capital Analysts, LLC 0.01% Reduce -83.5% 2,969 $223K
Chapin Davis, Inc. 0.07% Add +0.1% 2,960 $222K
Essex Financial Services, Inc. 0.02% No change 3,021 $222K
Debussy Capital Management LP 0.06% Reduce -0.2% 2,926 $220K
Wick Capital Partners, LLC 0.07% Reduce -26.3% 2,897 $218K
Clearview Wealth Advisors LLC 0.16% Reduce -11.0% 2,833 $213K
Pillar Wealth Advisors, LLC 6.33% Reduce -95.6% 2,818 $212K
Strait & Sound Wealth Management LLC 0.10% No change 2,806 $211K
GM Advisory Group, LLC 0.01% No change 2,796 $210K
Melone Private Wealth, LLC 0.11% Reduce -24.3% 2,792 $210K
Stonebridge Capital Advisors LLC 0.02% Reduce -1.5% 2,788 $209K
Revolve Wealth Partners, LLC 0.03% New 2,768 $208K
Drake & Associates, LLC 0.07% New 2,746 $206K
Versant Capital Management, Inc 0.05% Add +28.3% 2,739 $206K
Beacon Bridge Wealth Partners, LLC 0.09% Reduce -47.6% 2,734 $205K
Canvas Wealth Advisors, LLC 0.06% New 2,730 $205K
Concord Wealth Partners 0.03% Add +0.8% 2,684 $202K
Altfest L J & Co. Inc. 0.03% Reduce -23.9% 2,677 $201K
CENTRAL TRUST Co 0.00% No change 2,676 $201K
Unique Wealth Strategies, LLC 0.09% Reduce -30.9% 2,665 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -8.8% 2,644 $199K
Darwin Wealth Management, LLC 0.05% New 2,510 $189K
Glassman Wealth Services 0.03% Add +1.9% 2,471 $186K
Atlantic Edge Private Wealth Management, LLC 0.06% Reduce -11.6% 2,410 $181K
Tucker Asset Management LLC 0.04% Reduce -5.8% 2,268 $170K
Laurel Wealth Advisors LLC 0.03% Add +0.3% 2,259 $170K
Caitlin John, LLC 0.10% No change 2,237 $162K
Parkside Financial Bank & Trust 0.02% No change 2,070 $155K
Acima Private Wealth, LLC 0.05% Reduce -4.0% 2,063 $155K
Hexagon Capital Partners LLC 0.03% No change 1,972 $148K
Heritage Wealth Advisors 0.01% Add +236.5% 1,965 $148K
Front Row Advisors LLC 0.05% Reduce -35.2% 1,947 $146K
Family CFO Inc 0.08% No change 1,943 $146K
Riverview Trust Co 0.13% No change 1,934 $145K
Avion Wealth 0.04% Add +3.7% 1,919 $144K
Townsend Asset Management Corp. /NC/ 0.05% Reduce -4.6% 1,903 $143K
Sachetta, LLC 0.06% Add +2.0% 1,889 $142K
Global Trust Asset Management, LLC 0.05% Add +10882.4% 1,867 $140K
Tortoise Investment Management, LLC 0.01% Add +2.6% 1,863 $140K
Valley Wealth Managers, Inc. 0.01% Reduce -9.7% 1,832 $138K
Belmont Capital, LLC 0.02% Add +8.7% 1,817 $136K
Dogwood Wealth Management LLC 0.07% Add +0.9% 1,735 $130K
Balefire, LLC 0.04% Reduce -1.4% 1,719 $129K
Empirical Asset Management, LLC 0.05% Add +0.0% 25,959 $127K
Pacifica Partners Inc. 0.05% No change 1,643 $123K
Sandy Spring Bank 0.01% No change 1,612 $121K
Alpine Bank Wealth Management 0.02% — 1,577 $118K
Running Point Capital Advisors, LLC 0.05% Reduce -6.3% 1,566 $118K
Vermillion & White Wealth Management Group, LLC 0.09% No change 1,533 $115K
Biltmore Family Office, LLC 0.02% No change 1,515 $114K
Ameliora Wealth Management Ltd. 0.05% No change 1,443 $108K
Glen Eagle Advisors, LLC 0.02% Reduce -26.3% 1,443 $108K
Cornerstone Planning Group LLC 0.03% Add +30.9% 1,447 $106K
Tidemark, LLC 0.04% Add +12.9% 1,405 $106K
Salem Investment Counselors Inc. 0.00% No change 1,404 $105K
Rise Advisors, LLC 0.05% Add +1.0% 1,265 $95K
Studio Investment Management LLC 0.02% New 1,227 $92K
Tsfg, LLC 0.02% Reduce -16.4% 1,206 $91K
Motco 0.01% Add +344.2% 1,195 $90K
Zions Bancorporation, N.A. 0.01% New 1,169 $88K
Perkins Coie Trust Co 0.02% New 1,155 $87K
Mb, Levis & Associates, LLC 0.04% Add +0.9% 1,119 $84K
American National Bank & Trust 0.01% Add +79.3% 1,097 $82K
Bessemer Group Inc. 0.00% New 1,091 $82K
Manchester Capital Management LLC 0.01% Reduce -3.9% 1,079 $81K
PFG Private Wealth Management, LLC 0.05% New 1,075 $81K
Investors Research Corp 0.02% No change 1,072 $81K
Harbor Investment Advisory, LLC 0.01% No change 1,039 $78K
Carmichael Hill & Associates, Inc. 0.03% Add +51.5% 977 $73K
Ancora Advisors LLC 0.00% No change 963 $72K
CGC Financial Services, LLC 0.03% Add +0.8% 956 $72K
Financial Freedom, LLC 0.04% Add +0.9% 925 $69K
FSC Wealth Advisors, LLC 0.05% Reduce -7.5% 880 $66K
Optimum Investment Advisors 0.03% No change 850 $64K
Fortis Group Advisors, LLC 0.01% No change 845 $63K
Morris Financial Concepts, Inc. 0.03% Add +37.2% 822 $62K
FinTrust Capital Advisors, LLC 0.01% Add +15.9% 800 $60K
Cedar Wealth Management, LLC 0.02% Add +2.0% 750 $56K
Sunbelt Securities, Inc. 0.01% Reduce -18.6% 748 $56K
Activest Wealth Management 0.02% Add +17.5% 739 $56K
Capital Investment Advisory Services, LLC 0.01% No change 703 $53K
Dagco, Inc. 0.02% Add +85.4% 684 $51K
Truvestments Capital LLC 0.01% New 679 $51K
DecisionPoint Financial, LLC 0.02% No change 664 $50K
Richard W. Paul & Associates, LLC 0.02% No change 655 $49K
Tradewinds Capital Management, LLC 0.01% New 636 $48K
Center for Financial Planning, Inc. 0.01% No change 631 $47K
Strategic Investment Solutions, Inc. 0.01% Add +0.5% 629 $47K
PrairieView Partners, LLC 0.00% Reduce -5.6% 639 $47K
Peoples Financial Services Corp. 0.02% No change 619 $46K
Northwest Investment Counselors, LLC 0.01% New 618 $46K
Future Financial Wealth Managment LLC 0.03% New 613 $46K
Hoey Investments, Inc. 0.01% No change 618 $45K
Creative Capital Management Investments LLC 0.02% No change 577 $43K
Rakuten Securities, Inc. 0.02% Add +4.0% 567 $43K
Hoese & Co LLP 0.03% No change 540 $41K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -90.0% 537 $40K
Ridgewood Investments LLC 0.02% Reduce -0.2% 529 $40K
Godsey & Gibb, Inc. 0.00% No change 506 $38K
Turim 21 Investimentos Ltda. 0.01% No change 484 $36K
CVA Family Office, LLC 0.01% Reduce -1.0% 484 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $36K
Main Street Group, LTD 0.02% Reduce -21.6% 460 $35K
Venturi Wealth Management, LLC 0.00% No change 457 $34K
Naples Money Management LLC 0.03% Add +492.0% 444 $33K
Founders Financial Alliance, LLC 0.01% No change 421 $32K
Trifecta Capital Advisors, LLC 0.01% No change 381 $29K
Fortitude Family Office, LLC 0.01% Add +0.8% 362 $27K
Painted Porch Advisors LLC 0.01% Add +2.9% 351 $26K
Tower View Wealth Management LLC 0.01% No change 350 $26K
Sound Income Strategies, LLC 0.00% Reduce -7.5% 331 $25K
Milestone Investment Advisors LLC 0.01% No change 330 $25K
Flaharty Asset Management, LLC 0.00% New 325 $24K
Bank & Trust Co 0.02% No change 323 $24K
Bangor Savings Bank 0.00% No change 320 $24K
PSI Advisors, LLC 0.01% No change 313 $24K
Delos Wealth Advisors, LLC 0.02% Add +29900.0% 300 $23K
Quadrant Capital Group LLC 0.00% No change 300 $23K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Planned Solutions, Inc. 0.01% New 298 $22K
Iron Horse Wealth Management, LLC 0.01% New 295 $22K
Beacon Capital Management, LLC 0.00% Reduce -83.1% 293 $22K
CoreFirst Bank & Trust 0.01% New 288 $22K
TruNorth Capital Management, LLC 0.01% Add +1.1% 266 $20K
Castleview Partners, LLC 0.01% No change 257 $19K
Davis Capital Management 0.02% No change 255 $19K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.6% 243 $18K
GHP Investment Advisors, Inc. 0.00% Reduce -91.4% 229 $17K
Anfield Capital Management, LLC 0.01% Reduce -52.8% 224 $17K
Capital Advisors, Ltd. LLC 0.00% No change 215 $16K
United Community Bank 0.01% No change 207 $16K
Cypress Capital Management LLC (WY) 0.02% No change 200 $15K
Planning Capital Management Corp 0.01% No change 200 $15K
Whittier Trust Co. 0.00% Reduce -25.4% 188 $14K
Centennial Bank 0.01% No change 185 $14K
Lummis Asset Management, LP 0.01% No change 169 $13K
Ransom Advisory, Ltd 0.01% Reduce -33.1% 162 $12K
Earned Wealth Advisors, LLC 0.00% New 151 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 142 $11K
Riggs Asset Managment Co. Inc. 0.00% No change 125 $9K
IAG Wealth Partners, LLC 0.00% No change 118 $9K
Guardian Wealth Management, Inc. 0.01% No change 115 $9K
Arvest Investments, Inc. 0.00% No change 112 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 110 $8K
First Financial Corp. 0.00% Reduce -87.6% 110 $8K
Uncommon Cents Investing LLC 0.00% New 107 $8K
Nemes Rush Group LLC 0.00% Reduce -46.1% 103 $7K
Atticus Wealth Management, LLC 0.00% Add +1.0% 99 $7K
Evolution Advisers, Inc. 0.00% No change 98 $7K
Financial Gravity Companies, Inc. 0.00% — 87 $7K
Montag A & Associates Inc. 0.00% No change 87 $7K
Eukles Asset Management 0.00% No change 85 $6K
POM Investment Strategies, LLC 0.00% New 84 $6K
WR Wealth Planners, LLC 0.00% Add +1.2% 84 $6K
Richardson Capital Management LLC 0.00% Reduce -29.1% 78 $6K
SouthState Bank Corp 0.00% Reduce -88.0% 76 $6K
Abich Financial Wealth Management LLC 0.01% Reduce -88.4% 72 $5K
Rosenberg Matthew Hamilton 0.00% No change 60 $5K
First Command Advisory Services, Inc. 0.00% Reduce -76.5% 60 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -49.1% 56 $4K
Byrne Asset Management LLC 0.00% No change 50 $4K
JDM Financial Group LLC 0.00% No change 50 $4K
Howe & Rusling Inc. 0.00% No change 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Friedenthal Financial 0.00% No change 46 $3K
Highline Wealth Partners LLC 0.00% New 40 $3K
Hobbs Group Advisors, LLC 0.00% No change 34 $3K
Pflug Koory, LLC 0.00% — 34 $3K
Integrity Financial Corp 0.00% No change 26 $2K
REAP Financial Group, LLC 0.00% Reduce -3.7% 26 $2K
Brown Brothers Harriman & Co. 0.00% New 23 $2K
BBJS Financial Advisors, LLC 0.00% No change 23 $2K
Legacy Investment Solutions, LLC 0.00% — 22 $2K
Legacy Wealth Managment, LLC 0.00% — 22 $2K
New Millennium Group LLC 0.00% Reduce -33.3% 20 $2K
ORG Partners LLC 0.00% No change 12 $901
Indiana Trust & Investment Management Co 0.00% No change 10 $751
Claris Advisors, LLC / Mo / 0.00% New 9 $676
Morton Brown Family Wealth, LLC 0.00% Reduce -99.9% 6 $451
Peterson Wealth Services 0.00% New 6 $451
Sittner & Nelson, LLC 0.00% Add +100.0% 4 $304
Financial Connections Group, Inc. 0.00% No change 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.