Vanguard Total Bond MarketBNDETF
13F holders, Q3 2024 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $331.1M |
| Exits | 78 | $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.