Vanguard Total Bond MarketBNDETF
13F holders, Q4 2024 (December 31)1,606holders +147
103new positions
92sold out
4famous investors
$70.74avg. 13F price*
At the end of Q4 2024, 1,606 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 147 from Q3 2024. 103 opened new positions and 92 sold out. The largest holders were Morgan Stanley ($8.5B), Northwestern Mutual Wealth Management Co. ($8.4B) and Creative Planning ($7.2B). 4 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $133.9M |
| Exits | 92 | $417.2M |
All 13F filers, Q3 2024 → Q4 2024: 144,079,355 shares bought and 29,471,029 shares sold, net +114,608,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,606 holders
| Morgan Stanley | 0.60% | Add +18.4% | 118,619,623 | $8.5B |
| Northwestern Mutual Wealth Management Co. | 7.09% | Add +5.4% | 116,928,273 | $8.4B |
| Creative Planning | 7.03% | Add +9.7% | 100,567,828 | $7.2B |
| JPMorgan Chase & Co. | 0.56% | Add +11.3% | 99,094,389 | $7.1B |
| Vanguard Group Inc. | 0.07% | Add +16.7% | 58,043,498 | $4.2B |
| Essential Planning, LLC. | 21.84% | Add +6541.0% | 45,844,512 | $3.4B |
| Wells Fargo & Company | 0.41% | Add +6.2% | 23,618,391 | $1.7B |
| Bank of America Corp. | 0.15% | Add +18.0% | 22,339,566 | $1.6B |
| Envestnet Asset Management Inc. | 0.47% | Add +7.2% | 20,355,438 | $1.5B |
| Allworth Financial LP | 7.66% | Add +9.4% | 19,321,863 | $1.4B |
| LPL Financial LLC | 0.45% | Add +5.5% | 15,291,570 | $1.1B |
| Goldman Sachs Group Inc. | 0.20% | Add +6.3% | 14,779,272 | $1.1B |
| Manufacturers Life Insurance Company, The | 0.81% | Add +15.8% | 12,791,301 | $919.8M |
| Texas Treasury Safekeeping Trust Co. | 28.52% | Add +8.4% | 11,901,583 | $855.8M |
| Sei Investments Co. | 0.92% | Add +11.5% | 9,979,123 | $717.6M |
| Arizona PSPRS Trust | 21.87% | Add +42.4% | 9,433,970 | $678.4M |
| BlackRock, Inc. | 0.01% | Reduce -22.6% | 8,189,208 | $588.9M |
| State Street Corp. | 0.02% | Add +91.7% | 7,682,162 | $552.4M |
| CBIZ Investment Advisory Services, LLC | 22.50% | Add +21.4% | 6,269,520 | $450.8M |
| Ameriprise Financial Inc. | 0.12% | Reduce -10.2% | 6,268,094 | $450.7M |
| Raymond James Financial Inc. | 0.16% | — | 6,109,589 | $439.3M |
| Bank of New York Mellon Corp | 0.08% | Reduce -4.8% | 5,922,090 | $425.9M |
| Pure Financial Advisors, LLC | 9.28% | Add +15.6% | 5,678,998 | $408.4M |
| Cetera Investment Advisers | 0.82% | Add +7.9% | 5,479,052 | $394.0M |
| Facet Wealth, Inc. | 9.29% | Add +5.2% | 4,842,617 | $350.3M |
| UBS Group AG | 0.08% | Add +4.4% | 4,844,731 | $348.4M |
| Savant Capital, LLC | 2.59% | Add +16.1% | 4,577,860 | $329.2M |
| Royal Bank of Canada | 0.07% | Add +4.8% | 4,430,723 | $318.6M |
| Corient Private Wealth LP | 0.45% | Add +12.0% | 3,747,285 | $269.5M |
| HighTower Advisors, LLC | 0.36% | Add +4.2% | 3,635,156 | $261.4M |
| PNC Financial Services Group, Inc. | 0.17% | Add +3.2% | 3,518,476 | $253.0M |
| Franklin Resources Inc. | 0.07% | Reduce -2.4% | 3,346,725 | $240.7M |
| Orgel Wealth Management, LLC | 6.10% | Reduce -23.4% | 3,249,533 | $233.7M |
| M&T Bank Corp | 0.78% | Add +5.8% | 3,216,078 | $231.3M |
| Jones Financial Companies LLLP | 0.22% | Add +11.5% | 3,189,832 | $229.4M |
| Osaic Holdings, Inc. | 0.51% | Add +24.5% | 3,808,665 | $226.5M |
| Mission Wealth Management, LP | 5.27% | Add +12.3% | 3,079,958 | $221.5M |
| Cambridge Investment Research Advisors, Inc. | 0.71% | Reduce -2.7% | 2,944,347 | $211.7M |
| Composition Wealth, LLC | 4.20% | Add +4.1% | 2,882,033 | $207.2M |
| RFG Advisory, LLC | 5.83% | Add +5.7% | 2,864,839 | $206.0M |
| Prudential Financial Inc. | 0.26% | Add +33.6% | 2,617,185 | $189.7M |
| Retirement Systems of Alabama | 0.65% | Add +30.9% | 2,446,596 | $175.9M |
| First Financial Bankshares Inc | 3.73% | Add +2.5% | 2,396,447 | $172.3M |
| Tiaa Trust, National Association | 0.51% | Add +8.1% | 2,343,266 | $168.5M |
| Global Endowment Management, LP | 21.47% | Reduce -25.2% | 2,334,551 | $167.9M |
| Assetmark, Inc. | 0.45% | Add +60.6% | 2,309,841 | $166.1M |
| RiverFront Investment Group, LLC | 3.73% | Reduce -0.3% | 2,281,875 | $164.1M |
| Envestnet Portfolio Solutions, Inc. | 0.53% | Add +0.7% | 2,262,544 | $162.7M |
| Truist Financial Corp. | 0.25% | Add +115.3% | 2,230,934 | $160.4M |
| Acropolis Investment Management, LLC | 8.81% | Add +3.6% | 2,075,224 | $149.2M |
| Foster Group, Inc. | 5.52% | Add +3.8% | 2,012,331 | $144.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +4.3% | 2,000,482 | $143.9M |
| Stairway Partners, LLC | 8.97% | Add +7.9% | 1,980,475 | $142.4M |
| Vestmark Advisory Solutions, Inc. | 4.79% | Add +16.6% | 1,931,530 | $138.9M |
| Alaska Permanent Capital Management, LLC | 10.89% | Reduce -0.9% | 1,842,720 | $132.5M |
| McMorgan & Co. LLC | 20.41% | Add +2.5% | 1,834,831 | $131.9M |
| Alesco Advisors, LLC, An ESL Co | 4.08% | Add +5.9% | 1,804,451 | $129.8M |
| Morningstar Investment Services LLC | 11.71% | Reduce -81.6% | 1,791,909 | $128.9M |
| Armstrong Advisory Group, Inc. | 10.26% | Reduce -15.5% | 1,787,164 | $128.5M |
| Cerity Partners LLC | 0.27% | Add +0.8% | 1,759,344 | $126.5M |
| Oakworth Capital, Inc. | 8.62% | Add +4.6% | 1,742,850 | $125.3M |
| MML Investors Services, LLC | 0.42% | Add +5.2% | 1,705,919 | $122.7M |
| Betterment LLC | 0.29% | Add +5.4% | 1,679,216 | $120.8M |
| Capstone Financial Advisors, Inc. | 7.37% | Add +3.4% | 1,659,432 | $119.3M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +46.1% | 1,656,183 | $119.1M |
| Voya Financial Advisors, Inc. | 12.91% | Add +7.6% | 1,647,558 | $118.7M |
| Diana Davis Spencer Foundation | 40.80% | No change | 1,608,100 | $115.6M |
| Mariner, LLC | 0.19% | Add +4.3% | 1,543,271 | $111.0M |
| Apella Capital, LLC | 4.19% | Add +3.2% | 1,518,825 | $109.2M |
| Patriot Investment Management Group, Inc. | 8.15% | Add +4.8% | 1,514,713 | $108.9M |
| Verus Financial Partners, Inc. | 12.13% | Add +2.3% | 1,517,000 | $108.1M |
| Chandler Asset Management, Inc. | 20.56% | Add +10.9% | 1,495,822 | $107.6M |
| Bogart Wealth, LLC | 4.97% | Add +3.1% | 1,457,277 | $104.8M |
| Efficient Advisors, LLC | 6.44% | Add +5.2% | 1,390,350 | $100.0M |
| FFT Wealth Management LLC | 7.45% | Reduce -6.4% | 1,375,005 | $98.9M |
| AMG National Trust Bank | 2.72% | Add +0.6% | 1,369,900 | $98.7M |
| Prime Capital Investment Advisors, LLC | 1.38% | Add +2.4% | 1,320,908 | $95.0M |
| GenTrust, LLC | 4.04% | Add +9.0% | 1,291,687 | $92.9M |
| Alps Advisors Inc. | 0.58% | Add +3.8% | 1,268,049 | $91.2M |
| Beacon Pointe Advisors, LLC | 1.00% | Add +6.7% | 1,248,014 | $89.7M |
| Stratos Wealth Partners, LTD. | 1.22% | Add +10.6% | 1,187,370 | $85.4M |
| Rational Advisors, Inc. | 8.61% | Reduce -2.1% | 1,180,458 | $84.9M |
| Comerica Bank | 0.34% | Add +14.3% | 1,160,351 | $83.4M |
| Ritholtz Wealth Management | 2.43% | Add +4.0% | 1,151,078 | $82.8M |
| Kestra Advisory Services, LLC | 0.44% | Add +7.4% | 1,126,138 | $81.0M |
| Baker Avenue Asset Management, LP | 2.48% | Add +4.6% | 1,124,794 | $80.9M |
| Bryn Mawr Trust Advisors, LLC | 4.35% | Add +15.3% | 1,122,300 | $80.7M |
| Lutz Financial Services LLC | 6.51% | Add +3.6% | 1,120,088 | $80.5M |
| Pathstone Holdings, LLC | 0.33% | Add +471.2% | 1,038,600 | $74.7M |
| Alaska Wealth Advisors, LLC | 11.49% | Add +2.6% | 1,027,142 | $73.9M |
| Sofi Wealth, LLC | 5.01% | Add +10.9% | 1,017,014 | $73.1M |
| Burrus Financial Services, Inc. | 36.19% | Reduce -0.4% | 979,420 | $70.4M |
| Focus Partners Wealth | 0.18% | Add +148.4% | 979,094 | $70.4M |
| Financial Advisors Network, Inc. | 11.65% | — | 973,231 | $70.0M |
| Pacific Capital Wealth Advisors, Inc. | 11.64% | Add +5.8% | 969,817 | $69.7M |
| NewEdge Advisors, LLC | 0.42% | Add +10.0% | 963,964 | $69.3M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +5.1% | 935,552 | $67.3M |
| Raffa Wealth Management, LLC | 15.64% | Add +2.4% | 934,777 | $67.2M |
| MA Private Wealth | 12.51% | Add +2.5% | 930,449 | $66.9M |
| Wealthfront Advisers LLC | 0.19% | Reduce -27.7% | 914,878 | $65.8M |
| Signaturefd, LLC | 1.21% | Add +7.6% | 889,680 | $64.0M |
| Horizon Bancorp Inc. | 29.51% | Add +31.2% | 870,285 | $62.6M |
| West Financial Advisors, LLC | 11.89% | Add +19.0% | 857,544 | $61.7M |
| Partners in Financial Planning | 12.52% | Add +7.0% | 853,864 | $61.4M |
| Integrated Wealth Concepts LLC | 0.71% | Add +3.9% | 849,124 | $61.1M |
| Arkos Global Advisors | 8.90% | Add +0.4% | 844,045 | $60.7M |
| Alliancebernstein L.P. | 0.02% | Add +3.3% | 842,804 | $60.6M |
| Trilogy Capital Inc. | 3.10% | Add +0.8% | 837,386 | $60.2M |
| Boston Standard Wealth Management, LLC | 11.41% | Add +5.7% | 816,301 | $58.7M |
| Gilbert & Cook, Inc. | 8.07% | Reduce -0.7% | 796,404 | $57.3M |
| Joule Financial, LLC | 20.21% | Add +7.3% | 795,057 | $57.2M |
| Atria Wealth Solutions, Inc. | 0.62% | Add +1.9% | 787,508 | $56.6M |
| Ellevest, Inc. | 3.19% | Add +6.9% | 769,951 | $55.3M |
| Rockbridge Investment Management, LCC | 7.07% | Reduce -0.8% | 767,261 | $55.2M |
| Brio Consultants, LLC | 8.58% | Add +5.3% | 762,371 | $54.8M |
| Harbour Investments, Inc. | 1.57% | Add +4.5% | 760,347 | $54.7M |
| Apriem Advisors | 6.26% | Add +2.1% | 759,545 | $54.6M |
| Lake Street Advisors Group, LLC | 2.50% | Add +11.9% | 752,360 | $54.1M |
| Farmers & Merchants Investments Inc. | 1.68% | Add +18.2% | 745,174 | $53.6M |
| Citigroup Inc. | 0.05% | Add +0.7% | 738,080 | $53.1M |
| Rainey & Randall Wealth Advisors Inc. | 10.42% | Add +3.7% | 730,634 | $52.5M |
| Wealthspire Advisors, LLC | 0.52% | Add +6.4% | 727,028 | $52.3M |
| Newton One Investments LLC | 19.84% | Add +4.3% | 715,759 | $51.5M |
| BTC Capital Management, Inc. | 4.77% | Add +4.2% | 715,716 | $51.4M |
| Sequoia Financial Advisors, LLC | 0.49% | Add +6308.6% | 708,920 | $51.0M |
| Trust Co | 5.83% | Add +1.8% | 707,350 | $50.9M |
| Bricktown Capital, LLC | 10.43% | Reduce -11.7% | 694,961 | $50.0M |
| Rappaport Reiches Capital Management, LLC | 12.90% | Add +15.3% | 694,961 | $50.0M |
| AllGen Financial Advisors, Inc. | 16.74% | Add +17.6% | 693,345 | $49.9M |
| RTD Financial Advisors, Inc. | 6.25% | Add +2.5% | 677,338 | $48.7M |
| Lockheed Martin Investment Management Co. | 1.92% | Add +3.1% | 670,000 | $48.2M |
| CoreCap Advisors, LLC | 2.19% | Add +9.3% | 668,664 | $48.1M |
| Deutsche Bank AG | 0.02% | Reduce -9.2% | 668,422 | $48.1M |
| Sanctuary Advisors, LLC | 0.30% | Add +10.4% | 654,721 | $47.4M |
| Cambridge Advisors Inc. | 10.59% | Add +1.3% | 659,477 | $47.4M |
| Fiducient Advisors LLC | 5.81% | Add +1.9% | 654,027 | $47.0M |
| Mercer Global Advisors Inc. | 0.11% | Add +38.8% | 652,175 | $46.9M |
| Trajan Wealth LLC | 2.54% | Add +24.4% | 638,470 | $45.9M |
| Great Waters Wealth Management | 5.76% | Reduce -8.3% | 623,723 | $44.9M |
| Twele Capital Management, Inc. | 9.50% | Add +5.4% | 623,402 | $44.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.43% | Reduce -23.6% | 587,399 | $42.2M |
| Bluestem Financial Advisors, LLC | 19.55% | Add +5.0% | 577,706 | $41.5M |
| Equitable Holdings, Inc. | 0.39% | Add +16.7% | 566,159 | $40.7M |
| Zhang Financial LLC | 2.31% | Add +32.3% | 560,730 | $40.3M |
| Stephens Consulting, LLC | 10.05% | Add +7.9% | 557,197 | $40.1M |
| University of Chicago | 37.32% | No change | 552,830 | $39.8M |
| US Bancorp \de | 0.05% | Add +1.7% | 547,557 | $39.4M |
| Tectonic Advisors LLC | 2.56% | Add +1.4% | 543,849 | $39.1M |
| Silver Oak Advisory Group, Inc. | 20.64% | Add +2.8% | 542,655 | $39.0M |
| Cornerstone Investment Partners, LLC | 1.92% | Reduce -0.3% | 537,951 | $38.7M |
| BlueStem Wealth Partners, LLC | 5.02% | — | 531,701 | $38.2M |
| Avior Wealth Management, LLC | 1.39% | Add +848.3% | 529,944 | $38.1M |
| Karpus Management, Inc. | 1.10% | Add +268.9% | 516,741 | $37.2M |
| Roble, Belko & Company, Inc | 5.89% | Reduce -0.6% | 515,012 | $37.0M |
| Stifel Financial Corp. | 0.04% | Add +5.2% | 512,475 | $36.9M |
| Gridiron Partners, LLC | 23.20% | No change | 509,194 | $36.6M |
| Financial Management Professionals, Inc. | 4.60% | Add +21.7% | 505,855 | $36.4M |
| Aspiriant, LLC | 1.28% | Reduce -1.7% | 492,861 | $35.4M |
| Stordahl Capital Management, Inc. | 8.25% | Add +6.7% | 485,184 | $34.9M |
| ALM First Financial Advisors, LLC | 8.21% | Add +20.3% | 483,150 | $34.7M |
| Summit Wealth Group, LLC | 10.06% | Add +0.2% | 482,934 | $34.7M |
| &partners | 0.42% | Add +45.0% | 482,979 | $34.7M |
| LGL Partners, LLC | 5.02% | Reduce -6.4% | 480,998 | $34.6M |
| Symmetry Partners, LLC | 4.91% | Add +71.4% | 480,408 | $34.5M |
| D.A. Davidson & Co. | 0.28% | Add +21.1% | 476,791 | $34.3M |
| TD Capital Management LLC | 3.48% | Reduce -2.2% | 475,768 | $34.2M |
| Parr McKnight Wealth Management Group, LLC | 4.75% | — | 460,785 | $33.1M |
| Sherwood Financial Partners, LLC | 32.21% | — | 451,334 | $32.5M |
| Eagle Rock Investment Company, LLC | 5.33% | Add +0.3% | 446,239 | $32.1M |
| FIDELIS iM, LLC | 15.69% | Add +0.8% | 444,454 | $32.0M |
| Archford Capital Strategies, LLC | 4.82% | Reduce -0.7% | 443,465 | $31.9M |
| NEOS Investment Management LLC | 0.74% | Add +63.9% | 439,164 | $31.6M |
| Steele Capital Management, Inc. | 1.62% | Add +2.7% | 433,866 | $31.2M |
| Pallas Capital Advisors LLC | 1.32% | Add +11190.6% | 428,818 | $30.8M |
| Manning & Napier Advisors LLC | 0.35% | Reduce -8.8% | 427,497 | $30.7M |
| Transamerica Financial Advisors, LLC | 3.03% | Add +18.4% | 425,403 | $30.6M |
| Astoria Strategic Wealth, Inc. | 9.07% | Reduce -0.2% | 423,801 | $30.5M |
| Choreo, LLC | 0.42% | Add +22.2% | 441,119 | $29.5M |
| Captrust Financial Advisors | 0.08% | Add +56.3% | 408,899 | $29.4M |
| NewSquare Capital LLC | 2.34% | Add +3.5% | 406,364 | $29.2M |
| G2 Capital Management, LLC / Oh | 8.59% | Add +2.2% | 405,228 | $29.1M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -0.1% | 401,416 | $28.9M |
| Hobart Private Capital, LLC | 7.14% | Reduce -9.5% | 399,984 | $28.8M |
| Pacific Life Fund Advisors LLC | 2.96% | Reduce -53.0% | 396,363 | $28.5M |
| Prime Buchholz LLC | 9.14% | — | 389,421 | $28.0M |
| Eaton-Cambridge Inc. | 12.30% | Add +22.9% | 383,222 | $27.6M |
| Journey Advisory Group, LLC | 3.27% | No change | 379,016 | $27.3M |
| Principal Securities, Inc. | 0.61% | Add +32.0% | 374,079 | $26.9M |
| Kwmg, LLC | 2.76% | Add +2.3% | 372,536 | $26.8M |
| Smithfield Trust Co | 1.33% | Add +12.6% | 370,910 | $26.7M |
| Prestige Wealth Management Group LLC | 5.48% | Add +4.2% | 366,468 | $26.4M |
| N.E.W. Advisory Services LLC | 2.50% | Add +36.7% | 366,039 | $26.3M |
| Corrigan Financial, Inc. | 6.01% | Add +2.5% | 364,696 | $26.2M |
| BHK Investment Advisors, LLC | 9.79% | Add +5.3% | 362,687 | $26.1M |
| Meridian Wealth Management, LLC | 1.22% | Add +14.2% | 358,846 | $25.8M |
| OneDigital Investment Advisors LLC | 0.30% | Add +0.0% | 356,453 | $25.6M |
| Private Advisor Group, LLC | 0.14% | Reduce -7.1% | 356,282 | $25.6M |
| Sound Stewardship, LLC | 15.09% | Add +2.1% | 353,082 | $25.4M |
| Benchmark Wealth Management, LLC | 12.48% | Add +2.1% | 352,642 | $25.4M |
| Regions Financial Corp. | 0.19% | Reduce -5.7% | 352,510 | $25.3M |
| Victory Capital Management Inc. | 0.02% | Add +37.2% | 346,882 | $24.9M |
| Global Wealth Strategies & Associates | 7.73% | Add +9.5% | 343,775 | $24.7M |
| Ameritas Investment Partners, Inc. | 0.80% | Reduce -0.6% | 340,000 | $24.4M |
| Cahill Financial Advisors Inc. | 3.30% | Add +6.5% | 338,650 | $24.4M |
| Level Wealth Management LLC | 17.11% | — | 336,857 | $24.2M |
| Compound Planning, Inc. | 1.21% | Add +31.7% | 333,634 | $24.0M |
| Merit Financial Group, LLC | 0.43% | Add +36.0% | 328,969 | $23.7M |
| Vermillion Wealth Management, Inc. | 12.02% | — | 326,370 | $23.5M |
| Beacon Harbor Wealth Advisors, Inc. | 5.46% | Add +7.5% | 326,120 | $23.5M |
| Gotham Asset Management | 0.22% | Add +1.9% | 326,019 | $23.4M |
| Hills Bank & Trust Co | 1.76% | Reduce -1.2% | 324,296 | $23.3M |
| Gibson Wealth Advisors LLC | 19.16% | Add +5.8% | 322,825 | $23.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.31% | Add +3.7% | 320,719 | $23.1M |
| Family Firm, Inc. | 5.10% | Reduce -1.3% | 614,985 | $23.0M |
| Prudent Man Advisors, LLC | 8.33% | Reduce -2.3% | 318,240 | $22.9M |
| Capital Asset Advisory Services LLC | 1.12% | Reduce -0.3% | 317,439 | $22.8M |
| FMR LLC | 0.00% | Add +8.5% | 311,288 | $22.4M |
| Carr Financial Group Corp | 6.97% | Reduce -23.5% | 308,549 | $22.2M |
| Mallini Complete Financial Planning LLC | 37.26% | — | 306,766 | $22.1M |
| Baron Silver Stevens Financial Advisors, LLC | 3.71% | Add +8.1% | 303,891 | $21.9M |
| Sightline Wealth Advisors, LLC | 11.76% | Add +11.8% | 303,081 | $21.8M |
| Barclays PLC | 0.01% | Reduce -19.3% | 302,332 | $21.7M |
| Axxcess Wealth Management, LLC | 0.54% | Reduce -1.5% | 301,610 | $21.7M |
| Tenon Financial LLC | 13.90% | Add +2.0% | 298,465 | $21.5M |
| Quantum Financial Planning Services, Inc. | 11.83% | — | 296,511 | $21.3M |
| FDx Advisors, Inc. | 6.22% | Add +8.2% | 295,752 | $21.3M |
| Pinnacle Associates Ltd. | 0.28% | Add +36.9% | 290,521 | $20.9M |
| Natixis Advisors, LLC | 0.04% | Add +6.2% | 289,735 | $20.8M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -4.3% | 286,564 | $20.6M |
| BIP Alliance, LLC | 8.60% | — | 282,828 | $20.3M |
| Visionary Wealth Advisors | 1.19% | Add +0.0% | 282,220 | $20.3M |
| White Lighthouse Investment Management Inc. | 3.56% | Add +10.6% | 281,913 | $20.3M |
| Charles Schwab Trust Co | 1.74% | Add +46.9% | 281,011 | $20.2M |
| Regent Peak Wealth Advisors LLC | 4.52% | Add +5.7% | 280,220 | $20.2M |
| Bare Financial Services, Inc | 8.09% | Add +11.0% | 279,726 | $20.1M |
| Fifth Third Securities, Inc. | 1.71% | Reduce -6.8% | 279,420 | $20.1M |
| Cherry Tree Wealth Management, LLC | 4.96% | Reduce -0.7% | 278,762 | $20.0M |
| XML Financial, LLC | 1.83% | Add +0.1% | 277,655 | $20.0M |
| Marmo Financial Group, LLC | 10.75% | Add +12.2% | 276,740 | $19.9M |
| Nicolet Advisory Services, LLC | 1.82% | Add +1.4% | 278,296 | $19.8M |
| Focused Wealth Management, Inc | 2.66% | Reduce -17.0% | 273,638 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +10.5% | 273,330 | $19.7M |
| LVW Advisors, LLC | 2.39% | New | 270,797 | $19.5M |
| Aletheian Wealth Advisors LLC | 11.42% | Add +1.5% | 268,620 | $19.3M |
| Meeder Advisory Services, Inc. | 1.20% | Add +4.0% | 267,938 | $19.3M |
| Bluespring Wealth Management, LLC | 1.97% | Reduce -16.9% | 267,286 | $19.2M |
| Soltis Investment Advisors LLC | 1.75% | Add +49.3% | 262,577 | $18.9M |
| McNaughton Wealth Management, LLC | 9.02% | Add +2.1% | 260,307 | $18.7M |
| Acorn Wealth Advisors, LLC | 7.60% | Reduce -1.4% | 255,897 | $18.4M |
| JFS Wealth Advisors, LLC | 1.24% | Add +3.2% | 253,320 | $18.2M |
| Farther Finance Advisors, LLC | 0.66% | Add +3.7% | 253,062 | $18.2M |
| Sagespring Wealth Partners, LLC | 0.48% | — | 17,163,757 | $18.1M |
| Golden Bell Financial Planning LLC | 18.08% | — | 250,108 | $18.0M |
| Fonville Wealth Management LLC | 5.93% | Add +24.2% | 249,833 | $18.0M |
| Atmos Advisory, LLC | 12.36% | Add +8.9% | 247,490 | $17.8M |
| Five Pine Wealth Management | 14.69% | — | 242,382 | $17.4M |
| Veery Capital, LLC | 6.65% | Add +0.7% | 241,546 | $17.4M |
| Townsquare Capital LLC | 0.19% | Add +38.8% | 239,693 | $17.2M |
| Martel Wealth Advisors LLC | 3.36% | Reduce -81.6% | 239,160 | $17.2M |
| Brass Tax Wealth Management, Inc. | 3.61% | Reduce -41.5% | 238,807 | $17.2M |
| Flower City Capital | 10.41% | Reduce -8.3% | 236,627 | $17.0M |
| Roundview Capital LLC | 1.19% | Reduce -0.9% | 236,523 | $17.0M |
| Tompkins Financial Corp. | 1.58% | Add +9.6% | 236,373 | $17.0M |
| Leavell Investment Management, Inc. | 0.83% | Add +5.0% | 234,855 | $16.9M |
| Vannoy Advisory Group, Inc. | 12.50% | Add +3.3% | 233,741 | $16.8M |
| CMG Global Holdings, LLC | 9.26% | Reduce -16.8% | 233,020 | $16.8M |
| Courage Miller Partners, LLC | 5.72% | Add +2.2% | 232,496 | $16.7M |
| WBH Advisory Inc. | 1.54% | Add +10.2% | 230,787 | $16.6M |
| Phillips Financial Management, LLC | 1.27% | Reduce -15.3% | 225,022 | $16.2M |
| Greenbush Financial Group, LLC | 8.52% | — | 224,820 | $16.2M |
| Drucker Wealth 3.0, LLC | 3.71% | Add +41.9% | 223,907 | $16.1M |
| Retirement Planning Group, LLC | 0.81% | Reduce -50.9% | 222,738 | $16.0M |
| Benjamin Edwards Inc. | 0.23% | Reduce -6.7% | 221,797 | $15.9M |
| Ameraudi Asset Management, Inc. | 8.79% | Add +9.7% | 221,568 | $15.9M |
| Atria Investments, Inc | 0.20% | Add +11.4% | 220,489 | $15.9M |
| Bank of Hawaii | 0.87% | Reduce -5.5% | 219,205 | $15.8M |
| Galvin, Gaustad & Stein, LLC | 1.43% | Add +5.0% | 219,204 | $15.8M |
| Wesbanco Bank Inc. | 0.54% | Reduce -1.4% | 217,904 | $15.7M |
| Smith & Howard Wealth Management, LLC | 4.42% | Add +7.8% | 216,987 | $15.6M |
| Rogco, LP | 6.31% | Add +0.8% | 215,376 | $15.5M |
| Bristlecone Advisors, LLC | 1.21% | Add +8.0% | 214,962 | $15.5M |
| LPF Advisors LLC | 12.84% | Add +5.3% | 213,486 | $15.4M |
| Financial Architects, LLC | 9.82% | Add +5.7% | 213,080 | $15.3M |
| Index Fund Advisors, Inc. | 0.83% | Reduce -26.5% | 212,431 | $15.3M |
| Rebalance, LLC | 1.14% | Add +8.9% | 211,531 | $15.2M |
| Litman Gregory Wealth Management LLC | 1.32% | Reduce -30.8% | 211,243 | $15.2M |
| National Bank of Canada | 0.02% | Add +41.2% | 210,773 | $15.2M |
| HTLF Bank | 1.71% | Reduce -3.4% | 210,301 | $15.1M |
| Wealthcare Advisory Partners LLC | 0.42% | Add +0.5% | 209,656 | $15.1M |
| Mather Group, Llc. | 0.19% | Add +6.6% | 208,872 | $15.0M |
| Luminvest Wealth Management LLC | 6.03% | Add +7.4% | 210,075 | $14.9M |
| Petix & Botte Co | 3.89% | Reduce -21.8% | 205,801 | $14.8M |
| Baird Financial Group, Inc. | 0.03% | Add +20.4% | 205,354 | $14.8M |
| SBI Securities Co., Ltd. | 0.45% | — | 204,496 | $14.7M |
| Continuum Advisory, LLC | 1.88% | Add +3.7% | 204,282 | $14.7M |
| Whelan Financial | 5.74% | Add +3.7% | 203,095 | $14.6M |
| Alley Investment Management Company, LLC | 1.85% | Add +1.4% | 202,980 | $14.6M |
| Bear Mountain Capital, Inc. | 5.65% | Add +1.2% | 201,749 | $14.5M |
| FOCUS Wealth Advisors, LLC | 7.61% | Add +0.1% | 199,513 | $14.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.00% | Add +67.1% | 199,200 | $14.3M |
| Modera Wealth Management, LLC | 0.17% | Add +14.4% | 199,017 | $14.3M |
| McKinley Carter Wealth Services, Inc. | 0.87% | Add +30.0% | 198,644 | $14.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -0.3% | 198,074 | $14.3M |
| Mosaic Family Wealth Partners, LLC | 2.05% | Add +3.7% | 197,227 | $14.2M |
| Bank of Montreal | 0.01% | Add +24.6% | 197,029 | $14.2M |
| PDS Planning, Inc | 1.25% | Add +8.9% | 196,073 | $14.1M |
| Nwam LLC | 0.87% | Add +2.2% | 195,634 | $14.1M |
| Bfsg, LLC | 1.64% | Add +5.2% | 194,813 | $14.0M |
| Snowden Capital Advisors LLC | 0.44% | Reduce -2.1% | 193,866 | $13.9M |
| Aspire Capital Advisors LLC | 3.98% | Add +5.9% | 193,380 | $13.9M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +18.8% | 193,293 | $13.9M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +18.8% | 193,293 | $13.9M |
| Waverly Advisors, LLC | 0.21% | Add +185.5% | 193,155 | $13.9M |
| Brown Advisory Inc. | 0.02% | Add +6.0% | 193,080 | $13.9M |
| Chicago Partners Investment Group LLC | 0.46% | Add +28.9% | 191,598 | $13.7M |
| Silver Oak Securities, Incorporated | 1.27% | Add +35.3% | 190,122 | $13.7M |
| BlueSky Wealth Advisors, LLC | 2.14% | Add +15.8% | 189,972 | $13.7M |
| Values Added Financial LLC | 7.88% | Add +53.7% | 189,402 | $13.6M |
| Arbor Investment Advisors, LLC | 1.92% | Add +22.8% | 189,306 | $13.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.4% | 189,293 | $13.6M |
| Tide Cove Capital Partners LLC | 11.67% | — | 190,509 | $13.6M |
| Advyzon Investment Management, LLC | 5.19% | — | 187,026 | $13.4M |
| BancFirst Trust & Investment Management | 6.04% | No change | 185,623 | $13.4M |
| IMA Advisory Services, Inc. | 1.61% | Add +2.4% | 185,652 | $13.4M |
| Mgo One Seven LLC | 0.51% | Add +5.4% | 185,190 | $13.3M |
| Thompson Siegel & Walmsley LLC | 0.21% | Reduce -3.6% | 185,127 | $13.3M |
| Rwa Wealth Partners, LLC | 0.16% | Add +14.8% | 183,971 | $13.2M |
| Tanager Wealth Management LLP | 1.71% | Add +85.1% | 183,747 | $13.2M |
| IFP Advisors, Inc | 0.43% | Add +32.7% | 182,150 | $13.1M |
| Sovereign Investment Advisors, LLC | 3.86% | Add +1.0% | 180,420 | $13.0M |
| Geneos Wealth Management Inc. | 0.45% | Add +16.6% | 177,824 | $12.8M |
| Breakwater Investment Management | 5.43% | Reduce -1.2% | 177,767 | $12.8M |
| Van Eck Associates Corp. | 0.02% | New | 152,751 | $12.8M |
| Courier Capital LLC | 0.88% | Reduce -15.1% | 176,871 | $12.7M |
| PFG Advisors | 0.78% | Add +3.6% | 176,491 | $12.7M |
| Lido Advisors, LLC | 0.08% | Reduce -2.5% | 175,134 | $12.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.17% | Add +3.9% | 174,739 | $12.6M |
| 3EDGE Asset Management, LP | 0.77% | New | 174,611 | $12.6M |
| Rialto Wealth Management, LLC | 4.14% | — | 174,518 | $12.5M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -4.0% | 174,177 | $12.5M |
| FIL Ltd | 0.01% | Add +6.1% | 172,570 | $12.4M |
| Prospera Capital Management, LLC | 8.64% | — | 164,680 | $11.8M |
| Financial & Tax Architects, LLC | 3.00% | Add +0.3% | 163,956 | $11.8M |
| Vectors Research Management, LLC | 4.01% | Reduce -11.8% | 163,679 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +29.1% | 162,875 | $11.7M |
| Gould Capital, LLC | 8.11% | Add +0.0% | 162,197 | $11.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 161,270 | $11.6M |
| SlateStone Wealth, LLC | 1.12% | Add +12.6% | 159,087 | $11.4M |
| Wrenne Financial Planning LLC | 6.49% | Add +7.0% | 158,698 | $11.4M |
| Financial Advocates Investment Management | 0.65% | Add +45.8% | 158,277 | $11.4M |
| Cornerstone Wealth Management, LLC | 0.77% | Add +4.7% | 158,236 | $11.4M |
| Prepared Retirement Institute LLC | 6.36% | Add +9.1% | 154,876 | $11.1M |
| Cadence Bank | 0.75% | Add +19.5% | 154,845 | $11.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 4.25% | Add +0.9% | 154,827 | $11.1M |
| Legacy PCG, LLC | 7.79% | Add +12.1% | 152,235 | $10.9M |
| Prospera Financial Services Inc | 0.25% | Add +94.8% | 150,471 | $10.8M |
| Diversify Wealth Management, LLC | 0.84% | Reduce -3.3% | 151,813 | $10.8M |
| Newport Capital Group, LLC | 7.96% | Reduce -6.4% | 150,231 | $10.8M |
| Broadview Financial Management, LLC | 7.63% | Add +1.0% | 148,378 | $10.7M |
| Associated Banc-Corp | 0.32% | Add +13.7% | 146,230 | $10.5M |
| Wiser Wealth Management, Inc | 2.93% | Add +140.5% | 145,252 | $10.4M |
| AE Wealth Management LLC | 0.09% | Add +21.4% | 143,575 | $10.3M |
| Souders Financial Advisors | 1.44% | Add +0.9% | 143,391 | $10.3M |
| Dunhill Financial, LLC | 4.79% | Add +31.9% | 143,308 | $10.3M |
| Zeit Capital LLC | 7.90% | Add +57.9% | 141,914 | $10.3M |
| True Freedom Investing, LLC | 4.43% | — | 142,087 | $10.2M |
| Sanctuary Wealth Management, L.L.C. | 6.75% | Add +6.6% | 141,850 | $10.2M |
| Tobias Financial Advisors, Inc. | 2.05% | Reduce -4.1% | 141,591 | $10.2M |
| Ames National Corp. | 6.81% | — | 140,584 | $10.1M |
| Certus Wealth Management, LLC | 6.74% | Reduce -15.7% | 139,214 | $10.1M |
| Global Retirement Partners, LLC | 0.28% | Add +8.6% | 137,910 | $9.9M |
| Main Management LLC | 0.81% | Add +0.4% | 137,879 | $9.9M |
| Sugarloaf Wealth Management, LLC | 1.87% | Add +3.1% | 137,139 | $9.9M |
| Motley Fool Wealth Management, LLC | 0.51% | Add +19.3% | 136,489 | $9.8M |
| Perigon Wealth Management, LLC | 0.24% | Add +26.4% | 135,804 | $9.8M |
| Staley Capital Advisers Inc. | 0.43% | Add +8.3% | 134,056 | $9.6M |
| Altura Wealth Advisors Inc. | 7.03% | Reduce -16.6% | 132,610 | $9.5M |
| Charter Oak Capital Management, LLC | 0.88% | Reduce -2.1% | 131,693 | $9.5M |
| Exencial Wealth Advisors, LLC | 0.35% | Add +17.2% | 131,402 | $9.4M |
| SageView Advisory Group, LLC | 0.41% | Add +8.5% | 130,866 | $9.4M |
| Graves Light Lenhart Wealth, Inc. | 1.17% | Reduce -0.2% | 130,446 | $9.4M |
| United Services Automobile Association | 0.30% | No change | 129,456 | $9.3M |
| Blume Capital Management, Inc. | 2.09% | Reduce -14.8% | 129,393 | $9.3M |
| TD Private Client Wealth LLC | 0.26% | Add +2.7% | 128,392 | $9.2M |
| Stephen J. Garry & Associates, LLC | 8.48% | Add +40.3% | 127,771 | $9.2M |
| Addison Capital Co | 3.65% | Add +36.1% | 127,643 | $9.2M |
| Keystone Financial Group | 0.90% | Add +52.0% | 126,424 | $9.1M |
| Trellis Wealth Advisors LLC | 4.57% | Add +8.9% | 126,356 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -88.2% | 126,343 | $9.1M |
| Cyr Financial Inc. | 8.26% | Reduce -4.0% | 125,900 | $9.1M |
| Darrow Company, Inc. | 5.22% | Add +9.5% | 125,231 | $9.0M |
| Cambridge Associates LLC /Ma/ | 0.29% | Add +5.8% | 124,963 | $9.0M |
| Curran Financial Partners, LLC | 2.33% | Add +45.0% | 123,207 | $8.9M |
| Dynamic Wealth Strategies, LLC | 7.71% | Add +6.7% | 120,522 | $8.7M |
| Attessa Capital LLC | 5.90% | — | 120,412 | $8.7M |
| Glenview Trust Co | 0.16% | Add +0.9% | 120,276 | $8.6M |
| FPC Investment Advisory, Inc. | 6.32% | Reduce -2.8% | 119,491 | $8.6M |
| Providence First Trust Co | 3.23% | Reduce -18.1% | 119,489 | $8.6M |
| Capital Planning LLC | 2.25% | New | 119,094 | $8.6M |
| Clearstead Advisors, LLC | 0.13% | Reduce -1.1% | 118,174 | $8.5M |
| Titleist Asset Management, LLC | 0.98% | New | 117,906 | $8.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +14.5% | 117,746 | $8.5M |
| Main Line Retirement Advisors, LLC | 5.57% | Reduce -18.8% | 117,468 | $8.4M |
| Azimuth Capital Investment Management LLC | 0.33% | Add +34.6% | 116,650 | $8.4M |
| Mutual Advisors, LLC | 0.24% | Reduce -1.8% | 115,516 | $8.3M |
| Powers Advisory Group, LLC | 4.11% | Add +1.9% | 114,173 | $8.2M |
| Apexium Financial, LP | 0.50% | Add +17.3% | 114,163 | $8.2M |
| Jacobi Capital Management LLC | 0.61% | Reduce -0.5% | 113,509 | $8.2M |
| Beacon Investment Advisory Services, Inc. | 0.35% | Add +3.9% | 113,100 | $8.1M |
| Fairview Capital Investment Management, LLC | 0.42% | Add +3.8% | 111,957 | $8.1M |
| Cambria Investment Management, L.P. | 0.48% | Add +7.5% | 110,880 | $8.0M |
| 1832 Asset Management L.P. | 0.01% | Add +0.5% | 110,056 | $7.9M |
| Fifth Third Bancorp | 0.03% | Add +9.5% | 109,826 | $7.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.37% | Add +31.9% | 108,749 | $7.8M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -36.5% | 107,582 | $7.7M |
| Brookstone Capital Management | 0.11% | Add +2.8% | 106,879 | $7.7M |
| Laird Norton Wetherby Trust Company, LLC | 1.05% | Add +121.4% | 106,388 | $7.7M |
| Cibc World Market Inc. | 0.02% | Reduce -8.9% | 106,253 | $7.6M |
| Trustmark Bank Trust Department | 0.57% | No change | 106,000 | $7.6M |
| McCarthy Asset Management, Inc. | 5.36% | Add +858.3% | 105,678 | $7.6M |
| Aurelius Family Office LLC | 3.83% | — | 105,620 | $7.6M |
| Quadrature Capital Ltd | 0.15% | New | 105,411 | $7.6M |
| Bouchey Financial Group, Ltd. | 0.66% | Reduce -4.0% | 104,855 | $7.5M |
| Spirepoint Private Client, LLC | 0.94% | Add +8.7% | 104,352 | $7.5M |
| Oceanside Advisors LLC | 5.59% | Add +5.7% | 104,216 | $7.5M |
| Park Avenue Securities LLC | 0.08% | Add +19.5% | 104,157 | $7.5M |
| Triumph Capital Management | 2.56% | Add +4.3% | 103,926 | $7.5M |
| Hilltop Holdings Inc. | 0.47% | Add +2.8% | 103,900 | $7.5M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +0.3% | 101,924 | $7.3M |
| RE Dickinson Investment Advisors, LLC | 6.26% | Add +8.0% | 101,890 | $7.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.40% | Reduce -7.1% | 100,899 | $7.3M |
| Prospect Financial Group LLC | 8.87% | — | 100,262 | $7.2M |
| Schwallier Wealth Management LLC | 5.47% | Reduce -16.2% | 99,988 | $7.2M |
| Summit Financial, LLC | 0.25% | Add +8.3% | 99,748 | $7.2M |
| Sowell Financial Services LLC | 0.37% | Add +15.1% | 99,127 | $7.1M |
| Concourse Financial Group Securities, Inc. | 0.40% | Add +24.1% | 98,539 | $7.1M |
| City State Bank | 2.49% | Add +4.1% | 98,258 | $7.1M |
| National Philanthropic Trust | 0.10% | No change | 98,138 | $7.1M |
| New Covenant Trust Company, N.A. | 6.99% | Add +2.0% | 97,716 | $7.0M |
| McGrath & Associates, Inc. | 13.89% | — | 95,708 | $6.9M |
| Balentine LLC | 0.28% | Reduce -7.0% | 95,352 | $6.9M |
| Note Advisors, LLC | 6.03% | — | 94,627 | $6.8M |
| Foster & Motley Inc. | 0.44% | Add +27.2% | 94,009 | $6.8M |
| Bleakley Financial Group, LLC | 0.20% | Add +4.1% | 93,849 | $6.7M |
| Sage Rhino Capital LLC | 1.45% | Reduce -0.7% | 92,725 | $6.7M |
| SigFig Wealth Management, LLC | 0.24% | Add +1.4% | 92,302 | $6.7M |
| Washington Trust Bank | 0.63% | Add +14.4% | 91,490 | $6.6M |
| Cibc World Markets Corp. | 0.04% | Add +5.0% | 91,034 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.88% | Add +13.8% | 90,899 | $6.5M |
| Topsail Wealth Management, LLC | 1.39% | — | 90,584 | $6.5M |
| Matrix Trust Co | 1.13% | Reduce -2.1% | 90,452 | $6.5M |
| Sound View Wealth Advisors Group, LLC | 0.52% | Add +1.4% | 90,335 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -24.7% | 90,185 | $6.5M |
| SOL Capital Management CO | 0.72% | Reduce -12.6% | 89,950 | $6.5M |
| Grove Bank & Trust | 0.89% | Add +29.8% | 89,621 | $6.4M |
| Legacy Financial Group LLC | 1.03% | Add +7.1% | 88,299 | $6.3M |
| Agilis Partners LLC | 1.91% | Add +5.7% | 88,244 | $6.3M |
| Motive Wealth Advisors | 3.41% | Add +2.7% | 88,240 | $6.3M |
| Valeo Financial Advisors, LLC | 0.18% | Add +25.4% | 88,104 | $6.3M |
| Stephens Inc. | 0.09% | Add +12.8% | 87,218 | $6.3M |
| Brooklyn FI, LLC | 2.08% | Add +13.0% | 86,941 | $6.3M |
| Commonwealth Retirement Investments LLC | 2.56% | Add +8.3% | 86,564 | $6.2M |
| HT Partners LLC | 2.10% | Add +330.3% | 85,688 | $6.2M |
| Lansing Street Advisors | 2.14% | Add +1.2% | 85,231 | $6.1M |
| PFW Advisors LLC | 1.88% | — | 85,083 | $6.1M |
| Keel Point, LLC | 0.49% | Add +131.3% | 84,749 | $6.1M |
| Symphony Financial, Ltd. Co. | 0.95% | Add +5.4% | 83,866 | $6.0M |
| Stark Wealth Management LLC | 4.44% | — | 83,823 | $6.0M |
| Berger Financial Group, Inc | 0.42% | Add +739.7% | 83,766 | $6.0M |
| Motiv8 Investments LLC | 4.21% | Reduce -10.9% | 83,389 | $6.0M |
| WealthCollab, LLC | 3.82% | Add +3.3% | 82,896 | $6.0M |
| Elm Partners Management LLC | 0.41% | Add +12.0% | 82,886 | $6.0M |
| Integrated Advisors Network LLC | 0.29% | Reduce -20.9% | 82,760 | $6.0M |
| Old Port Advisors | 1.69% | Reduce -11.5% | 81,739 | $5.9M |
| Modern Wealth Management, LLC | 0.22% | Add +13.6% | 81,199 | $5.8M |
| EP Wealth Advisors, LLC | 0.05% | Add +17.7% | 80,483 | $5.8M |
| Fragasso Financial Advisors Inc | 0.44% | Reduce -4.0% | 80,226 | $5.8M |
| Elios Financial Group Inc. | 2.73% | Add +6.1% | 80,176 | $5.8M |
| Commerce Bank | 0.04% | Reduce -12.8% | 79,858 | $5.7M |
| Liberty Capital Management, Inc. | 1.27% | Add +1.9% | 79,790 | $5.7M |
| Forbes Financial Planning, Inc. | 2.78% | Add +44.2% | 79,646 | $5.7M |
| Trek Financial, LLC | 0.43% | Add +2.7% | 79,221 | $5.7M |
| Members Wealth LLC | 4.24% | — | 78,942 | $5.7M |
| Mayflower Financial Advisors, LLC | 0.84% | Add +3.4% | 78,451 | $5.6M |
| North Star Investment Management Corp. | 0.39% | Reduce -67.3% | 78,263 | $5.6M |
| Hamilton Wealth, LLC | 1.36% | Reduce -2.6% | 77,869 | $5.6M |
| ETF Portfolio Partners, Inc. | 1.67% | Add +3.5% | 77,216 | $5.6M |
| Trust Co. of Vermont | 0.27% | Add +80.9% | 77,168 | $5.5M |
| Shelter Mutual Insurance Co | 1.37% | No change | 76,583 | $5.5M |
| Rothschild Wealth LLC | 1.60% | Add +14.5% | 76,321 | $5.5M |
| Oak Hill Wealth Advisors, LLC | 1.31% | — | 76,268 | $5.5M |
| StoneX Group Inc. | 0.30% | Add +21.2% | 75,753 | $5.4M |
| Cary Street Partners Financial LLC | 0.18% | — | 75,505 | $5.4M |
| Capital Investment Services of America, Inc. | 0.52% | Add +0.4% | 75,217 | $5.4M |
| Strategies Wealth Advisors, LLC | 0.67% | Reduce -82.3% | 74,640 | $5.4M |
| Advisory Services Network, LLC | 0.10% | Add +17.1% | 75,025 | $5.4M |
| Farrell Financial LLC | 3.85% | Reduce -0.6% | 74,880 | $5.4M |
| Horizons Wealth Management | 4.16% | Add +8.5% | 74,618 | $5.4M |
| Fisher Asset Management | 0.00% | Add +9.1% | 73,454 | $5.3M |
| Magnolia Capital Advisors LLC | 1.36% | Add +16.1% | 72,949 | $5.2M |
| B.O.S.S. Retirement Advisors, LLC | 1.45% | Add +371.5% | 71,927 | $5.2M |
| Proffitt & Goodson Inc. | 0.86% | Reduce -5.3% | 71,761 | $5.2M |
| Dynasty Wealth Management, LLC | 0.09% | Reduce -3.6% | 71,452 | $5.1M |
| Verus Wealth Management, LLC | 5.74% | — | 71,133 | $5.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -90.8% | 71,068 | $5.1M |
| Plan Group Financial, LLC | 2.66% | Add +1.8% | 69,951 | $5.0M |
| HBK Sorce Advisory LLC | 0.15% | Add +152.0% | 69,393 | $5.0M |
| Bay Rivers Group | 2.41% | Add +4.4% | 69,093 | $5.0M |
| Stratos Investment Management, LLC | 0.30% | Add +23.1% | 68,598 | $4.9M |
| First Heartland Consultants, Inc. | 0.51% | Add +6.5% | 68,533 | $4.9M |
| BCO Wealth Management LLC | 4.08% | — | 68,237 | $4.9M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +1.7% | 68,067 | $4.9M |
| GoalFusion Wealth Management, LLC | 2.67% | Add +2.1% | 68,060 | $4.9M |
| Rathbones Group PLC | 0.02% | Reduce -12.1% | 67,223 | $4.8M |
| UNIVEST FINANCIAL Corp | 0.30% | New | 66,966 | $4.8M |
| Millennium Management | 0.00% | New | 66,958 | $4.8M |
| Inman Jager Wealth Management, LLC | 3.70% | — | 66,002 | $4.7M |
| Kings Path Partners LLC | 2.02% | Add +3.6% | 65,751 | $4.7M |
| Womack Financial LLC | 4.18% | — | 65,549 | $4.7M |
| Parallel Advisors, LLC | 0.11% | Reduce -10.8% | 65,328 | $4.7M |
| Summit X, LLC | 1.04% | Add +5.5% | 65,298 | $4.7M |
| Faithward Advisors, LLC | 0.80% | Add +84.8% | 65,086 | $4.7M |
| Saxony Capital Management, LLC | 4.12% | Reduce -13.9% | 65,033 | $4.7M |
| Vigilare Wealth Management | 1.89% | Reduce -91.5% | 64,618 | $4.6M |
| Mma Asset Management LLC | 2.03% | Reduce -50.0% | 64,467 | $4.6M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -3.5% | 64,328 | $4.6M |
| Coldstream Capital Management Inc. | 0.10% | Reduce -14.2% | 64,007 | $4.6M |
| Hancock Whitney Corp. | 0.15% | Add +8.8% | 63,955 | $4.6M |
| MainStreet Investment Advisors LLC | 0.64% | Add +7.8% | 63,040 | $4.5M |
| MassMutual Private Wealth & Trust, FSB | 0.13% | Add +0.3% | 62,677 | $4.5M |
| Ballentine Partners, LLC | 0.08% | Add +3.0% | 62,165 | $4.5M |
| Hart & Patterson Financial Group LLC | 2.17% | Add +7.4% | 62,160 | $4.5M |
| Okabena Investment Services Inc. | 1.22% | Reduce -29.6% | 61,029 | $4.4M |
| Focus Financial Network, Inc. | 0.17% | Add +7.3% | 60,601 | $4.4M |
| Stonekeep Investments, LLC | 3.24% | Add +4.0% | 60,565 | $4.4M |
| Act Two Investors LLC | 0.85% | Reduce -73.8% | 60,480 | $4.3M |
| Greenspring Advisors, LLC | 0.95% | Reduce -13.5% | 60,363 | $4.3M |
| MAS Advisors LLC | 7.21% | New | 59,783 | $4.3M |
| Human Investing LLC | 0.76% | Reduce -1.7% | 59,252 | $4.3M |
| LifeGoal Investments, LLC | 4.60% | — | 58,953 | $4.2M |
| Triad Wealth Partners, LLC | 1.53% | Reduce -65.2% | 58,924 | $4.2M |
| Blue Trust, Inc. | 0.05% | Add +44.3% | 58,702 | $4.2M |
| Baldwin Wealth Partners LLC | 0.29% | Reduce -6.2% | 58,571 | $4.2M |
| Lantern Wealth Advisors, LLC | 2.73% | Add +7.5% | 58,564 | $4.2M |
| Summit Wealth Partners, LLC | 0.86% | Add +13.2% | 58,187 | $4.2M |
| Stone Summit Wealth LLC | 1.40% | Reduce -4.1% | 58,099 | $4.2M |
| Herold Advisors, Inc. | 0.91% | Add +7.2% | 57,843 | $4.2M |
| Cascade Financial Partners, LLC | 0.53% | Add +6.8% | 56,762 | $4.1M |
| William Howard & Co Financial Advisors Inc | 3.69% | Add +1.1% | 56,757 | $4.1M |
| Charis Legacy Partners, LLC | 8.32% | — | 56,694 | $4.1M |
| Clarus Wealth Advisors | 2.03% | Add +10.1% | 57,214 | $4.1M |
| Colony Family Offices, LLC | 1.28% | Add +0.8% | 56,586 | $4.1M |
| Signal Advisors Wealth, LLC | 0.46% | Add +20.7% | 56,336 | $4.1M |
| Taylor Hoffman Capital Management LLC | 1.47% | Reduce -1.1% | 56,207 | $4.0M |
| C M Bidwell & Associates Ltd. | 2.44% | Add +7.8% | 55,918 | $4.0M |
| UMB Bank, n.a. | 0.06% | Reduce -14.5% | 55,557 | $4.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.28% | Reduce -8.2% | 55,431 | $4.0M |
| L.K. Benson & Company, P.C. | 2.81% | — | 55,389 | $4.0M |
| Liberty Square Wealth Partners LLC | 1.45% | — | 54,810 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +22.2% | 55,278 | $4.0M |
| Total Wealth Planning, LLC | 0.61% | Add +16.2% | 54,814 | $3.9M |
| Pinnacle Bancorp, Inc. | 1.28% | Add +7.9% | 54,790 | $3.9M |
| Shade Tree Advisors LLC | 3.96% | — | 54,683 | $3.9M |
| Zions Bancorporation, N.A. | 0.25% | Add +4533.1% | 54,161 | $3.9M |
| Bordeaux Wealth Advisors LLC | 0.62% | Reduce -12.5% | 53,625 | $3.9M |
| Coppell Advisory Solutions LLC | 0.54% | Add +51.4% | 53,488 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +22.8% | 53,198 | $3.8M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -9.0% | 53,181 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -36.0% | 52,997 | $3.8M |
| Patten Group, Inc. | 0.84% | Reduce -11.8% | 52,984 | $3.8M |
| Chesley Taft & Associates LLC | 0.18% | Add +34.8% | 52,965 | $3.8M |
| Independent Advisor Alliance | 0.05% | New | 52,777 | $3.8M |
| Koshinski Asset Management, Inc. | 0.32% | Add +3.1% | 52,690 | $3.8M |
| Sebold Capital Management, Inc. | 2.54% | Add +4.1% | 52,654 | $3.8M |
| WMG Financial Advisors, LLC | 1.63% | Add +1.6% | 52,518 | $3.8M |
| Applied Capital LLC | 1.94% | Reduce -0.8% | 52,463 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.23% | Add +13.4% | 52,108 | $3.7M |
| David Kennon Inc | 1.48% | Add +3.1% | 52,033 | $3.7M |
| JT Stratford LLC | 0.62% | Reduce -90.2% | 51,837 | $3.7M |
| Consilio Wealth Advisors, LLC | 1.52% | Add +4.0% | 51,785 | $3.7M |
| Oak Wealth Advisors LLC | 2.85% | — | 51,466 | $3.7M |
| Hiley Hunt Wealth Management | 2.05% | Add +12.1% | 51,356 | $3.7M |
| Wealth Architects, LLC | 0.42% | Add +9.4% | 51,322 | $3.7M |
| Midwest Financial Network, LLC | 3.81% | — | 50,899 | $3.7M |
| Root Financial Partners, LLC | 0.45% | Add +94.5% | 50,896 | $3.7M |
| Wealthspire Retirement, LLC | 0.29% | Reduce -3.0% | 50,796 | $3.7M |
| WealthShield Partners, LLC | 0.52% | Reduce -4.0% | 50,753 | $3.6M |
| Rehmann Capital Advisory Group | 0.23% | Reduce -0.1% | 50,563 | $3.6M |
| Lowery Thomas, LLC | 2.34% | Add +28.6% | 49,914 | $3.6M |
| TFC Financial Management, Inc. | 0.57% | Add +1.3% | 49,910 | $3.6M |
| Cwm, LLC | 0.01% | Add +78.4% | 49,231 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -1.7% | 49,152 | $3.5M |
| Synovus Financial Corp. | 0.04% | Add +4.0% | 49,141 | $3.5M |
| Heritage Wealth Management, Inc. | 3.01% | Add +6.9% | 49,094 | $3.5M |
| Bank of Nova Scotia | 0.01% | Add +1.1% | 48,637 | $3.5M |
| Strategic Financial Concepts, LLC | 0.67% | Add +61.5% | 48,622 | $3.5M |
| Cobblestone Capital Advisors LLC | 0.19% | Add +29.7% | 48,620 | $3.5M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -13.2% | 48,538 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Add +7.7% | 48,126 | $3.5M |
| Coston, McIsaac & Partners | 1.02% | Add +21.1% | 47,819 | $3.4M |
| NYL Investors LLC | 0.31% | Add +6.2% | 47,700 | $3.4M |
| Exchange Bank | 2.75% | Add +1.2% | 47,621 | $3.4M |
| Novus Advisors, LLC | 3.37% | — | 46,999 | $3.4M |
| Mountain Pacific Investment Advisers LLC | 0.24% | Add +0.8% | 46,798 | $3.4M |
| Grove Street Fiduciary, LLC | 1.77% | — | 46,776 | $3.4M |
| Jordan Park Group LLC | 0.25% | No change | 46,507 | $3.3M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +2.8% | 46,465 | $3.3M |
| Cahill Wealth Management, LLC | 1.70% | Reduce -12.9% | 46,249 | $3.3M |
| General Partner, Inc. | 1.99% | No change | 45,848 | $3.3M |
| Prudential PLC | 0.02% | Reduce -17.3% | 44,950 | $3.2M |
| Manuka Financial, LLC | 2.17% | — | 44,675 | $3.2M |
| Pinkerton Wealth, LLC | 0.46% | Add +27.3% | 43,802 | $3.1M |
| Bokf, NA | 0.05% | Add +61.4% | 44,170 | $3.1M |
| Walkner Condon Financial Advisors LLC | 0.64% | Add +47.0% | 43,592 | $3.1M |
| AEGON USA Investment Management, LLC | 3.15% | Reduce -1.8% | 43,389 | $3.1M |
| Worth Asset Management, LLC | 1.66% | Reduce -26.0% | 43,238 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +70.9% | 43,237 | $3.1M |
| Genesis Wealth Advisors, LLC | 2.66% | — | 42,464 | $3.1M |
| Seros Financial, LLC | 2.75% | — | 42,334 | $3.1M |
| Meritas Wealth Management, LLC | 1.83% | Add +31.9% | 42,253 | $3.0M |
| Forum Private Client Group LLC | 1.35% | Reduce -5.6% | 42,211 | $3.0M |
| Floyd Financial Group LLC | 2.49% | — | 42,561 | $3.0M |
| Leeward Financial Partners, LLC | 1.07% | Add +16.3% | 41,647 | $3.0M |
| American Financial & Tax Strategies Inc. | 1.55% | Add +8.9% | 41,609 | $3.0M |
| Delta Asset Management LLC | 0.27% | Reduce -0.2% | 41,605 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.37% | Add +3.8% | 41,600 | $3.0M |
| Carrera Capital Advisors | 0.70% | Reduce -37.2% | 41,435 | $3.0M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -70.0% | 41,723 | $3.0M |
| BOK Financial Private Wealth, Inc. | 0.21% | Reduce -34.0% | 41,159 | $3.0M |
| Lebenthal Global Advisors, LLC | 0.54% | Add +4.4% | 40,813 | $2.9M |
| Foundations Investment Advisors, LLC | 0.06% | Add +34.7% | 40,797 | $2.9M |
| Howard Wealth Management, LLC | 1.58% | Reduce -12.5% | 40,669 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -14.9% | 40,654 | $2.9M |
| Nikulski Financial, Inc. | 0.84% | Add +6.6% | 39,897 | $2.9M |
| Narus Financial Partners, LLC | 0.97% | Reduce -25.9% | 39,748 | $2.9M |
| SVB Wealth LLC | 0.05% | New | 39,673 | $2.9M |
| Warner Financial, Inc. | 1.22% | Add +14.5% | 39,525 | $2.8M |
| K2 Financial Inc. | 2.82% | — | 39,842 | $2.8M |
| REDW Wealth LLC | 0.98% | Reduce -17.2% | 39,340 | $2.8M |
| HTG Investment Advisors, Inc. | 1.29% | Add +23.8% | 39,334 | $2.8M |
| OneAscent Financial Services LLC | 0.24% | New | 39,199 | $2.8M |
| Gould Asset Management LLC | 0.59% | Reduce -8.4% | 39,038 | $2.8M |
| Ellenbecker Investment Group | 0.50% | Reduce -27.5% | 38,928 | $2.8M |
| Reston Wealth Management LLC | 1.04% | Add +1.0% | 38,829 | $2.8M |
| RW Investment Management LLC | 0.34% | Add +3.5% | 38,822 | $2.8M |
| Argent Trust Co | 0.11% | Reduce -34.0% | 38,821 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -1.7% | 38,313 | $2.8M |
| Diversified Portfolios, Inc. | 0.30% | Reduce -17.4% | 38,218 | $2.7M |
| CW Advisors, LLC | 0.04% | Reduce -7.5% | 38,076 | $2.7M |
| 10Elms LLP | 3.43% | — | 38,063 | $2.7M |
| Sherman Asset Management, Inc. | 2.50% | — | 38,012 | $2.7M |
| PBMares Wealth Management LLC | 0.55% | Add +28.1% | 37,660 | $2.7M |
| Brighton Jones LLC | 0.08% | Add +99.6% | 37,423 | $2.7M |
| Barden Capital Management, Inc. | 2.31% | Add +6.7% | 37,404 | $2.7M |
| Compass Ion Advisors, LLC | 0.32% | Reduce -1.8% | 37,193 | $2.7M |
| Wealth Advisory Solutions, LLC | 0.75% | Reduce -6.3% | 37,132 | $2.7M |
| Haverford Trust Co | 0.03% | Reduce -25.4% | 36,885 | $2.7M |
| Apollon Wealth Management, LLC | 0.06% | Add +4.7% | 36,779 | $2.6M |
| Greystone Financial Group, LLC | 0.46% | Add +16.5% | 36,673 | $2.6M |
| SignalPoint Asset Management, LLC | 0.64% | Reduce -0.5% | 36,657 | $2.6M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -13.7% | 36,641 | $2.6M |
| Evolution Advisers, Inc. | 1.44% | Add +37267.3% | 36,620 | $2.6M |
| Nvwm, LLC | 0.66% | Add +4.6% | 36,593 | $2.6M |
| Csenge Advisory Group | 0.14% | Add +0.6% | 36,379 | $2.6M |
| Security Financial Services, INC. | 0.53% | Reduce -0.3% | 36,219 | $2.6M |
| Tandem Wealth Advisors LLC | 1.33% | Add +10.8% | 36,152 | $2.6M |
| Safe Harbor Fiduciary, LLC | 2.64% | Reduce -0.2% | 36,084 | $2.6M |
| First PREMIER Bank | 0.66% | Add +7.6% | 36,069 | $2.6M |
| IHT Wealth Management, LLC | 0.08% | Reduce -32.9% | 35,909 | $2.6M |
| Frank, Rimerman Advisors LLC | 0.19% | Reduce -1.0% | 35,904 | $2.6M |
| PAX Financial Group, LLC | 0.46% | Reduce -4.8% | 35,892 | $2.6M |
| Allegiance Financial Group Advisory Services LLC | 0.83% | Reduce -2.6% | 35,599 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.22% | Reduce -40.0% | 35,591 | $2.6M |
| Financial Strategies Group, Inc. | 0.61% | Add +19.1% | 35,557 | $2.5M |
| Cornerstone Financial Group, LLC | 2.49% | — | 35,075 | $2.5M |
| Michels Family Financial, LLC | 2.30% | — | 35,006 | $2.5M |
| MAI Capital Management | 0.02% | New | 34,993 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.2% | 34,983 | $2.5M |
| American Trust | 0.19% | Add +19.3% | 34,970 | $2.5M |
| Gordian Advisors LLC | 1.98% | Add +34.6% | 34,810 | $2.5M |
| Net Worth Advisory Group | 0.75% | Add +32.9% | 34,541 | $2.5M |
| Burns J W & Co. Inc. | 0.32% | Add +4.0% | 34,517 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -4.1% | 34,188 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +2.7% | 34,139 | $2.5M |
| Stage Harbor Financial, LLC | 2.14% | Add +9.7% | 34,139 | $2.5M |
| World Investment Advisors | 0.07% | Reduce -8.2% | 34,057 | $2.4M |
| Mechanics Financial Corp | 1.10% | Add +4.5% | 33,985 | $2.4M |
| Strategic Investment Advisors / MI | 0.26% | Add +2.0% | 33,761 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.2% | 33,698 | $2.4M |
| Centaurus Financial, Inc. | 0.15% | Add +24.6% | 33,501 | $2.4M |
| Tenret Co LLC | 1.51% | Add +41.7% | 33,438 | $2.4M |
| Smartleaf Asset Management LLC | 0.24% | Add +4.9% | 33,190 | $2.4M |
| First National Advisers, LLC | 0.38% | New | 32,843 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Add +19.9% | 32,715 | $2.4M |
| Wiser Advisor Group LLC | 3.40% | Reduce -0.6% | 32,549 | $2.3M |
| BankPlus Wealth Management LLC | 1.74% | — | 32,456 | $2.3M |
| Evergreen Capital Management LLC | 0.08% | Add +0.0% | 32,419 | $2.3M |
| PCG Asset Management, LLC | 2.01% | — | 31,943 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Add +0.8% | 31,765 | $2.3M |
| Roger Wittlin Investment Advisory, LLC | 1.26% | Reduce -58.6% | 31,371 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 1.01% | Add +1.1% | 31,343 | $2.3M |
| Rothschild Capital Partners, LLC | 0.54% | Add +11.0% | 31,124 | $2.2M |
| WMS Partners, LLC | 0.13% | Reduce -8.3% | 31,045 | $2.2M |
| FC Advisory LLC | 0.75% | Reduce -0.0% | 31,033 | $2.2M |
| Geometric Wealth Advisors | 0.40% | Add +803.7% | 30,962 | $2.2M |
| Gray Wealth Management Inc. | 0.84% | Reduce -2.9% | 30,852 | $2.2M |
| Scotia Capital Inc. | 0.01% | Add +15.9% | 30,681 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +3.6% | 30,664 | $2.2M |
| CGN Advisors LLC | 0.21% | Add +3.4% | 30,561 | $2.2M |
| Janney Capital Management LLC | 0.14% | Reduce -9.1% | 30,467 | $2.2M |
| SJS Investment Consulting Inc. | 0.37% | Add +33.7% | 29,790 | $2.1M |
| Pacific Wealth Strategies Group, Inc. | 1.49% | Add +43.3% | 29,738 | $2.1M |
| Blair William & Co. | 0.01% | Add +11.7% | 29,638 | $2.1M |
| First United Bank & Trust | 0.77% | Add +49.4% | 29,588 | $2.1M |
| Empower Advisory Group, LLC | 0.01% | Add +107.9% | 29,575 | $2.1M |
| Pineridge Advisors LLC | 0.80% | Add +26.8% | 29,481 | $2.1M |
| Nicolet Bankshares Inc. | 0.41% | Add +54.7% | 29,309 | $2.1M |
| City Holding Co. | 0.30% | Add +2.3% | 29,307 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -6.9% | 29,181 | $2.1M |
| Straight Path Wealth Management | 0.83% | Add +1.9% | 29,179 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | New | 29,050 | $2.1M |
| Gateway Wealth Partners, LLC | 0.54% | Add +13.8% | 29,002 | $2.1M |
| Evanson Asset Management, LLC | 0.14% | Add +0.7% | 28,929 | $2.1M |
| Continental Investors Services, Inc. | 4.09% | Add +4.3% | 28,691 | $2.1M |
| Evensky & Katz LLC | 0.13% | Reduce -9.4% | 28,615 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -7.5% | 28,397 | $2.0M |
| Transcendent Capital Group LLC | 1.06% | Add +15.5% | 28,393 | $2.0M |
| Moneda S.A. Administradora General de Fondos | 2.11% | No change | 28,250 | $2.0M |
| Ramiah Investment Group | 1.85% | Add +2.0% | 28,244 | $2.0M |
| Plum Street Advisors, LLC | 1.00% | Add +4.0% | 28,191 | $2.0M |
| Fagan Associates, Inc. | 0.32% | Reduce -7.4% | 28,119 | $2.0M |
| Integrity Wealth Solutions LLC | 1.13% | Add +9.1% | 28,100 | $2.0M |
| Dakota Wealth Management | 0.05% | Add +28.7% | 27,998 | $2.0M |
| Hohimer Wealth Management, LLC | 0.38% | Reduce -34.2% | 27,746 | $2.0M |
| Culbertson A N & Co. Inc. | 0.32% | Reduce -0.6% | 27,689 | $2.0M |
| Trust Point Inc. | 0.14% | Add +12.8% | 27,648 | $2.0M |
| Flagstar Securities, Inc. | 0.49% | Reduce -16.4% | 27,602 | $2.0M |
| Obsidian Cio, LLC | 0.36% | New | 27,581 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.3% | 27,410 | $2.0M |
| Eastern Bank | 0.04% | Add +0.3% | 27,557 | $2.0M |
| Cardiff Park Advisors, LLC | 0.19% | Add +4.2% | 27,370 | $2.0M |
| Wealth Group, Ltd. | 1.26% | Add +31.9% | 27,166 | $2.0M |
| Washington Trust Advisors, Inc. | 0.16% | Add +36.5% | 26,903 | $1.9M |
| Parkside Advisors LLC | 0.45% | Add +29.5% | 26,794 | $1.9M |
| Bath Savings Trust Co | 0.20% | Add +5.4% | 26,727 | $1.9M |
| Flagship Private Wealth, LLC | 0.92% | Reduce -4.5% | 26,571 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.53% | Add +45.5% | 26,393 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.79% | Add +0.1% | 26,389 | $1.9M |
| HFG Advisors, Inc. | 1.65% | Reduce -0.3% | 26,315 | $1.9M |
| Innealta Capital, LLC | 0.92% | Reduce -47.7% | 26,277 | $1.9M |
| Everhart Financial Group, Inc. | 0.39% | Add +72.0% | 26,271 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.19% | Add +1.4% | 26,256 | $1.9M |
| Cutler Investment Counsel LLC | 0.23% | Reduce -34.3% | 26,171 | $1.9M |
| First National Bank of Omaha | 0.12% | Add +4.8% | 26,015 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.50% | Add +14.2% | 25,893 | $1.9M |
| Single Point Partners, LLC | 0.43% | New | 25,861 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +8.9% | 25,839 | $1.9M |
| Westside Investment Management, Inc. | 0.39% | Add +0.3% | 25,696 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Reduce -11.0% | 25,527 | $1.8M |
| Eley Financial Management, Inc | 0.71% | Add +6.4% | 25,374 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +1.0% | 25,291 | $1.8M |
| Scissortail Wealth Management, LLC | 0.47% | Add +28635.2% | 25,287 | $1.8M |
| Insigneo Advisory Services, LLC | 0.19% | Reduce -6.8% | 25,209 | $1.8M |
| HBW Advisory Services LLC | 0.19% | Add +3.1% | 25,117 | $1.8M |
| Clark Asset Management, LLC | 0.34% | Add +396.9% | 25,041 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.49% | Reduce -0.0% | 24,982 | $1.8M |
| Investment Advisory Group, LLC | 0.60% | Add +34.5% | 24,870 | $1.8M |
| Red Wave Investments LLC | 0.62% | Reduce -14.1% | 24,690 | $1.8M |
| Tillman Hartley LLC | 0.51% | Add +73.5% | 24,659 | $1.8M |
| Northwest Financial Advisors | 1.46% | Add +180.3% | 24,642 | $1.8M |
| Marotta Asset Management | 0.37% | Add +3.2% | 24,584 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -10.6% | 24,592 | $1.8M |
| Fortress Financial Solutions, LLC | 2.50% | — | 24,376 | $1.8M |
| Level Four Advisory Services, LLC | 0.07% | Add +5.9% | 24,351 | $1.8M |
| RFP Financial Group LLC | 0.68% | Reduce -9.4% | 24,163 | $1.7M |
| Financial Counselors Inc. | 0.03% | Reduce -10.8% | 24,159 | $1.7M |
| Wells Financial Advisors INC | 2.36% | Add +3.9% | 24,104 | $1.7M |
| William Mack & Associates, Inc. | 1.81% | — | 24,085 | $1.7M |
| Founders Financial Securities LLC | 0.16% | Reduce -39.8% | 23,945 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +17.2% | 23,930 | $1.7M |
| Accredited Wealth Management, LLC | 1.51% | — | 23,927 | $1.7M |
| Center For Asset Management LLC | 1.11% | Reduce -4.6% | 23,873 | $1.7M |
| Red Tortoise LLC | 0.90% | Add +34.9% | 23,799 | $1.7M |
| Accelerate Investment Advisors LLC | 1.51% | Reduce -0.9% | 23,735 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.24% | Reduce -9.1% | 23,732 | $1.7M |
| Simon Quick Advisors, LLC | 0.10% | Add +17.2% | 23,696 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +35.1% | 23,353 | $1.7M |
| Arrow Financial Corp | 0.16% | Add +2.6% | 23,353 | $1.7M |
| Private Capital Management LLC | 0.33% | Reduce -13.7% | 23,249 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | Add +14.4% | 23,091 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Add +134.2% | 23,054 | $1.7M |
| Stewardship Advisors, LLC | 0.46% | Add +46.4% | 23,020 | $1.7M |
| Spire Wealth Management | 0.05% | Reduce -2.5% | 22,904 | $1.6M |
| Sfmg, LLC | 0.13% | Add +284.0% | 22,873 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.41% | New | 22,836 | $1.6M |
| TABR Capital Management, LLC | 1.44% | — | 22,789 | $1.6M |
| United Advisor Group, LLC | 0.32% | Add +162.3% | 22,776 | $1.6M |
| Capital Square, LLC | 0.93% | Add +2.6% | 22,703 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Reduce -1.1% | 22,688 | $1.6M |
| Allodium Investment Consultants, LLC | 1.35% | — | 22,548 | $1.6M |
| PKS Advisory Services, LLC | 0.40% | — | 22,496 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +184.4% | 22,428 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.13% | Reduce -1.2% | 22,361 | $1.6M |
| Guardian Asset Advisors, LLC | 1.02% | Add +43.1% | 22,218 | $1.6M |
| Cumberland Partners Ltd | 0.11% | No change | 22,220 | $1.6M |
| Private Trust Co. NA | 0.16% | Add +3.5% | 22,205 | $1.6M |
| Oldfather Financial Services, LLC | 0.61% | Add +102.4% | 22,155 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -13.6% | 22,058 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.35% | Add +2.1% | 22,010 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | Add +13.8% | 21,985 | $1.6M |
| Penobscot Wealth Management | 0.73% | Reduce -5.4% | 21,950 | $1.6M |
| Global View Capital Management LLC | 0.55% | — | 21,923 | $1.6M |
| Strategic Investment Management, LLC | 0.54% | New | 21,840 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +37.0% | 21,800 | $1.6M |
| Keybank National Association | 0.01% | Add +89.3% | 21,732 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.48% | Add +8.6% | 21,645 | $1.6M |
| Seldon Capital LP | 0.64% | No change | 21,582 | $1.6M |
| Cape Cod Five Cents Savings Bank | 0.14% | No change | 20,658 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +108.9% | 21,574 | $1.6M |
| TPG Advisors LLC | 1.21% | Add +14.0% | 21,565 | $1.6M |
| Bell Investment Advisors, Inc | 0.29% | Add +10.3% | 21,476 | $1.5M |
| Prostatis Group LLC | 0.45% | Add +9.1% | 21,371 | $1.5M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -11.8% | 21,284 | $1.5M |
| Traveka Wealth, LLC | 0.82% | Add +40.5% | 20,746 | $1.5M |
| Acas, LLC | 1.10% | Reduce -0.3% | 20,510 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +53.9% | 20,497 | $1.5M |
| Financial Avengers, Inc. | 0.69% | Add +49.0% | 20,418 | $1.5M |
| MN Wealth Advisors, LLC | 0.83% | Reduce -16.0% | 20,415 | $1.5M |
| Joel Adams & Associates, Inc. | 1.33% | — | 20,294 | $1.5M |
| First Citizens Financial Corp | 0.79% | Add +12.7% | 20,260 | $1.5M |
| Creekside Partners | 0.75% | Add +32.7% | 20,199 | $1.5M |
| Southland Equity Partners LLC | 0.34% | Add +1.8% | 20,183 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -9.7% | 20,030 | $1.4M |
| MBA Advisors LLC | 0.72% | Add +48.8% | 19,742 | $1.4M |
| WASHINGTON TRUST Co | 0.05% | New | 19,575 | $1.4M |
| Passive Capital Management, LLC. | 0.50% | Add +11.0% | 19,573 | $1.4M |
| RBA Wealth Management, LLC | 0.53% | Add +28.5% | 19,530 | $1.4M |
| Wealth Group Ltd | 0.40% | Reduce -0.6% | 19,430 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +52.3% | 19,271 | $1.4M |
| Endowment Wealth Management, Inc. | 0.92% | Add +8.2% | 19,101 | $1.4M |
| Legacy Financial Strategies, LLC | 0.30% | Add +17.7% | 19,064 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.11% | Add +0.1% | 19,050 | $1.4M |
| Aegis Wealth Management LLC | 0.92% | — | 19,013 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Add +19.8% | 18,945 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +149.3% | 18,913 | $1.4M |
| Northwest Capital Management Inc | 0.58% | Add +417.1% | 18,823 | $1.4M |
| Power Wealth Management LLC | 0.56% | Reduce -2.8% | 18,746 | $1.3M |
| AQR Capital Management | 0.00% | No change | 18,722 | $1.3M |
| NBT Bank, N.A. | 0.09% | Add +3.2% | 18,706 | $1.3M |
| Apeiron RIA LLC | 0.38% | Reduce -0.2% | 18,685 | $1.3M |
| Fort Henry Capital, LLC | 0.96% | Add +7.5% | 18,598 | $1.3M |
| Wealth Management Nebraska | 0.22% | — | 18,503 | $1.3M |
| VestGen Investment Management | 0.36% | Reduce -29.5% | 18,476 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +5.1% | 18,466 | $1.3M |
| Centurion Wealth Management LLC | 0.41% | Reduce -22.5% | 18,434 | $1.3M |
| Keystone Wealth Services, LLC | 0.35% | Add +14.7% | 18,386 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +10.3% | 18,373 | $1.3M |
| Conquis Financial LLC | 1.35% | — | 18,331 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.51% | — | 18,174 | $1.3M |
| Meridian Wealth Partners, LLC | 0.20% | Add +6.1% | 18,149 | $1.3M |
| Ted Buchan & Co | 0.61% | Add +0.0% | 18,047 | $1.3M |
| Mayport, LLC | 0.38% | Add +9.2% | 18,039 | $1.3M |
| Orleans Capital Management Corp. | 0.72% | Reduce -3.8% | 17,925 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Add +70.7% | 17,823 | $1.3M |
| Life Planning Partners, Inc | 1.18% | Reduce -7.5% | 17,765 | $1.3M |
| WealthCare Investment Partners, LLC | 0.56% | Add +1.9% | 17,717 | $1.3M |
| Goelzer Investment Management, Inc. | 0.07% | Add +7.3% | 17,719 | $1.3M |
| Seven Mile Advisory | 0.81% | Reduce -15.6% | 17,581 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.48% | — | 17,584 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -4.8% | 17,572 | $1.3M |
| Gryphon Financial Partners LLC | 0.18% | Add +18.1% | 17,456 | $1.3M |
| Synergy Investment Management, LLC | 0.54% | — | 17,423 | $1.3M |
| Retirement Guys Formula LLC | 0.63% | Reduce -21.7% | 17,295 | $1.2M |
| Martin Worley Group | 0.77% | — | 17,236 | $1.2M |
| May Hill Capital, LLC | 0.48% | — | 17,228 | $1.2M |
| Capital Planning Advisors, LLC | 0.19% | Add +4.3% | 17,179 | $1.2M |
| Independent Wealth Network Inc. | 0.50% | Add +3.1% | 17,151 | $1.2M |
| Graypoint LLC | 0.07% | Add +23.8% | 17,044 | $1.2M |
| Squire Investment Management Company, LLC | 0.54% | Add +32.2% | 16,978 | $1.2M |
| Burton Enright Welch | 0.26% | Add +50.5% | 16,930 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.29% | Add +1.2% | 16,916 | $1.2M |
| Perennial Investment Advisors, LLC | 0.14% | Add +7.5% | 16,765 | $1.2M |
| Finward Bancorp | 1.04% | — | 16,756 | $1.2M |
| Avion Wealth | 0.31% | Add +772.4% | 16,741 | $1.2M |
| Archer Investment Corp | 0.32% | Add +12.7% | 16,708 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | Add +1.2% | 16,678 | $1.2M |
| Hemington Wealth Management | 0.30% | Reduce -1.5% | 16,415 | $1.2M |
| Silverleafe Capital Partners, LLC | 0.37% | New | 16,364 | $1.2M |
| Torray Investment Partners LLC | 0.17% | No change | 16,325 | $1.2M |
| Strategic Financial Planning, Inc. | 0.80% | Add +1.8% | 16,311 | $1.2M |
| Cascade Investment Group, Inc. | 0.83% | Add +8.1% | 16,207 | $1.2M |
| Timonier Family Office, LTD. | 0.60% | — | 16,168 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.21% | Add +6.1% | 16,113 | $1.2M |
| Lodestone Wealth Management LLC | 0.58% | Reduce -21.7% | 16,107 | $1.2M |
| Factor Wealth Management LTD | 0.38% | — | 16,075 | $1.2M |
| Tradewinds, LLC. | 0.32% | Reduce -5.9% | 15,944 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +33.6% | 15,882 | $1.1M |
| Claro Advisors Inc. | 0.15% | Add +26.7% | 15,824 | $1.1M |
| Heritage Financial Services, LLC | 0.15% | Add +4.3% | 15,783 | $1.1M |
| VERITY Wealth Advisors | 0.82% | Add +0.9% | 15,762 | $1.1M |
| Sincerus Advisory, LLC | 1.21% | — | 15,669 | $1.1M |
| Rinkey Investments | 0.36% | Add +50.7% | 15,654 | $1.1M |
| Diversified Trust Co. | 0.03% | Add +1.1% | 15,526 | $1.1M |
| Private Client Services, LLC | 0.59% | Reduce -24.6% | 15,380 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.36% | Add +5.3% | 15,314 | $1.1M |
| Arax Advisory Partners | 0.07% | Add +38.6% | 15,314 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +48.2% | 15,257 | $1.1M |
| Hopwood Financial Services, Inc. | 0.83% | — | 15,235 | $1.1M |
| AdvisorNet Financial, Inc | 0.09% | Add +28.7% | 15,180 | $1.1M |
| Fiduciary Group, LLC | 0.11% | New | 15,127 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -23.3% | 15,123 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.37% | Reduce -7.7% | 14,932 | $1.1M |
| Investment Research & Advisory Group, Inc. | 0.44% | Add +13.5% | 14,839 | $1.1M |
| HM Payson & Co. | 0.02% | Add +13.1% | 14,819 | $1.1M |
| FSA Wealth Management LLC | 0.43% | Add +17.6% | 14,817 | $1.1M |
| Truepoint, Inc. | 0.03% | Reduce -1.2% | 14,812 | $1.1M |
| Aspire Private Capital, LLC | 0.26% | Add +0.2% | 14,778 | $1.1M |
| Caldwell Trust Co | 0.11% | Reduce -7.5% | 14,768 | $1.1M |
| Thrive Capital Management, LLC | 0.49% | Add +25.2% | 14,765 | $1.1M |
| Private Wealth Management Group, LLC | 0.40% | Add +4.9% | 14,616 | $1.1M |
| Hendershot Investments Inc. | 0.14% | Add +24.2% | 14,601 | $1.0M |
| Medallion Wealth Advisors, LLC | 0.52% | — | 14,440 | $1.0M |
| Absolute Capital Management, LLC | 0.58% | Add +65.5% | 14,475 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.44% | Add +19.2% | 14,470 | $1.0M |
| Ashton Thomas Securities, LLC | 0.29% | Add +0.8% | 14,469 | $1.0M |
| Fermata Advisors, LLC | 0.19% | Reduce -6.9% | 14,358 | $1.0M |
| Gemmer Asset Management LLC | 0.10% | Add +1.2% | 14,298 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.24% | New | 14,252 | $1.0M |
| Family Wealth Partners, LLC | 0.48% | Reduce -17.1% | 14,185 | $1.0M |
| Decker Retirement Planning Inc. | 0.59% | — | 14,113 | $1.0M |
| BCGM Wealth Management, LLC | 0.32% | Reduce -17.4% | 13,985 | $1.0M |
| Horizon Investment Services, LLC | 0.43% | Reduce -12.2% | 13,982 | $1.0M |
| M Holdings Securities, Inc. | 0.16% | New | 13,956 | $1.0M |
| Topel & Distasi Wealth Management, LLC | 0.43% | Add +6.6% | 13,914 | $1.0M |
| Lakeridge Wealth Management LLC | 0.52% | Add +232.2% | 13,872 | $998K |
| National Wealth Management Group, LLC | 0.66% | Reduce -53.5% | 13,817 | $994K |
| First National Trust Co | 0.04% | Add +3.8% | 13,645 | $981K |
| Legacy Advisors, LLC | 0.09% | Reduce -10.2% | 13,603 | $978K |
| Catalyst Financial Partners LLC | 0.18% | Reduce -24.0% | 13,585 | $977K |
| IFG Advisory, LLC | 0.05% | Add +5.7% | 13,461 | $968K |
| Piedmont Capital Management, LLC | 0.58% | Add +8.9% | 13,320 | $958K |
| Blue Oak Capital, LLC | 0.58% | — | 13,248 | $953K |
| Uptick Partners, LLC | 0.34% | Add +18.9% | 13,231 | $951K |
| Sharp Wealth Advisory, LLC | 0.72% | Reduce -5.6% | 13,153 | $946K |
| Lion Street Advisors, LLC | 0.30% | Reduce -3.5% | 13,140 | $945K |
| Leo Wealth, LLC | 0.08% | Add +7.0% | 13,097 | $942K |
| Cumberland Advisors Inc. | 0.38% | Add +3.6% | 13,075 | $940K |
| Sequent Planning LLC | 0.34% | Reduce -10.9% | 13,039 | $938K |
| Larson Financial Group LLC | 0.05% | Add +50.3% | 12,896 | $927K |
| International Assets Investment Management, LLC | 0.08% | Reduce -16.4% | 12,861 | $925K |
| SilverOak Wealth Management LLC | 0.20% | Add +16.5% | 12,711 | $914K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +9.8% | 12,695 | $913K |
| Bryant Woods Investment Advisors, LLC | 0.44% | New | 12,654 | $910K |
| Sovereign Financial Group, Inc. | 0.21% | Add +19.1% | 12,614 | $907K |
| Fiduciary Advisors, Inc. | 0.91% | — | 12,507 | $899K |
| Welch & Forbes LLC | 0.01% | No change | 12,373 | $890K |
| Fairway Wealth LLC | 0.40% | Add +5.6% | 12,372 | $890K |
| Hardin Capital Partners, LLC | 0.53% | Add +0.0% | 12,298 | $884K |
| Ascent Group, LLC | 0.07% | Reduce -23.9% | 12,265 | $882K |
| Strategic Advocates LLC | 0.30% | Add +19.7% | 12,260 | $882K |
| American Investment Services, Inc. | 0.15% | Add +2.5% | 12,171 | $875K |
| Pinnacle Wealth Planning Services, Inc. | 0.13% | New | 12,045 | $866K |
| Impact Capital Partners LLC | 0.31% | — | 11,995 | $863K |
| Great Lakes Retirement, Inc. | 0.11% | Reduce -34.1% | 11,969 | $861K |
| HUB Investment Partners, LLC | 0.04% | Add +0.9% | 11,967 | $861K |
| Argonautica Private Wealth Management, Inc. | 0.28% | Reduce -0.8% | 11,947 | $859K |
| Archvest Wealth Advisors, Inc. | 0.62% | Reduce -51.3% | 11,945 | $859K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +0.7% | 11,825 | $850K |
| First American Trust, FSB | 0.08% | Add +1.4% | 11,805 | $849K |
| Sovran Advisors, LLC | 0.12% | — | 11,916 | $849K |
| Dravo Bay LLC | 0.41% | Add +20.2% | 11,772 | $847K |
| Ruedi Wealth Management, Inc. | 0.27% | Add +1.5% | 11,740 | $844K |
| GW&K Investment Management, LLC | 0.01% | Add +85.2% | 11,710 | $842K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -5.6% | 11,551 | $831K |
| Lifeworks Advisors, LLC | 0.15% | Add +4.9% | 11,538 | $830K |
| Riversedge Advisors, LLC | 0.19% | New | 11,508 | $828K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -24.4% | 11,491 | $826K |
| Sandbox Financial Partners, LLC | 0.28% | Add +5.7% | 11,473 | $825K |
| Wick Capital Partners, LLC | 0.24% | Add +294.6% | 11,432 | $822K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.89% | — | 11,421 | $821K |
| Sage Financial Group Inc. | 0.07% | Add +6.6% | 11,399 | $820K |
| Novak & Powell Financial Services, Inc. | 0.49% | Add +57.1% | 15,104 | $819K |
| 5T Wealth, LLC | 0.45% | — | 11,362 | $817K |
| Oregon Pacific Wealth Management, LLC | 0.80% | — | 11,355 | $817K |
| Christensen, King & Associates Investment Services, Inc. | 0.38% | Reduce -10.9% | 11,323 | $814K |
| Pitti Group Wealth Management, LLC | 0.82% | Add +214.2% | 11,249 | $809K |
| Wedmont Private Capital | 0.04% | Add +56.8% | 11,263 | $802K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +21.4% | 11,105 | $799K |
| Sloy Dahl & Holst, LLC | 0.10% | Add +92.9% | 11,089 | $797K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -1.3% | 11,086 | $797K |
| Equity Investment Corp. | 0.02% | Add +77.6% | 11,057 | $795K |
| Optivise Advisory Services LLC | 0.43% | Add +0.5% | 11,049 | $795K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Add +3.7% | 11,025 | $793K |
| Aua Capital Management, LLC | 0.51% | No change | 11,005 | $791K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.0% | 10,909 | $784K |
| Wheelhouse Advisory Group LLC | 0.47% | Add +69.9% | 10,898 | $784K |
| Cedar Mountain Advisors, LLC | 0.17% | No change | 10,768 | $774K |
| Amundi | 0.00% | Add +25.6% | 10,800 | $773K |
| New Century Financial Group, LLC | 0.33% | Add +7.9% | 10,747 | $772K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.9% | 10,669 | $767K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -6.1% | 10,617 | $763K |
| Financial Insights, Inc. | 0.29% | Reduce -20.2% | 10,503 | $755K |
| Campbell Wealth Management | 0.07% | Add +2.1% | 10,425 | $750K |
| Belpointe Asset Management LLC | 0.05% | Add +2.4% | 10,072 | $749K |
| Beacon Wealthcare LLC | 0.30% | Reduce -0.0% | 10,356 | $745K |
| Icon Wealth Advisors, LLC | 0.06% | Add +146.9% | 10,334 | $743K |
| Roberts Glore & Co. Inc. | 0.22% | Add +0.3% | 10,324 | $742K |
| Shorepath Capital Management LLC | 0.53% | Add +8.7% | 10,275 | $739K |
| Orcam Financial Group | 0.71% | Add +4.5% | 10,273 | $739K |
| Burney Co./ | 0.03% | Reduce -7.7% | 10,264 | $738K |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | Add +2.9% | 10,262 | $738K |
| Coordinated Financial Services, Inc. | 0.58% | — | 10,230 | $736K |
| Widmann Financial Services, Inc. | 0.57% | No change | 10,218 | $735K |
| Plan A Wealth LLC | 0.67% | — | 10,151 | $730K |
| Compton Wealth Advisory Group, LLC | 0.19% | Reduce -92.0% | 10,044 | $722K |
| Garrison Point Advisors, LLC | 0.34% | Add +24.9% | 10,035 | $722K |
| Addison Advisors LLC | 0.20% | Add +24.4% | 10,003 | $719K |
| Eight 31 Financial, LLC | 0.54% | Reduce -26.3% | 9,969 | $717K |
| Friedenthal Financial | 0.42% | Add +21565.2% | 9,966 | $717K |
| McLean Asset Management Corp | 0.21% | Add +9.9% | 9,950 | $715K |
| Moneco Advisors, LLC | 0.08% | Add +57.1% | 9,937 | $715K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +38.8% | 9,899 | $712K |
| Crestwood Advisors Group, LLC | 0.01% | Add +55.5% | 9,831 | $707K |
| Genesis Private Wealth, LLC | 0.39% | — | 9,828 | $707K |
| Monterey Private Wealth, Inc. | 0.23% | Add +5.1% | 9,819 | $706K |
| BridgePort Financial Solutions, LLC | 0.32% | — | 9,617 | $705K |
| Taylor & Morgan Wealth Management, LLC | 0.49% | Reduce -0.6% | 9,772 | $703K |
| SAM Advisors, LLC | 0.25% | Add +48.9% | 9,765 | $703K |
| Engineers Gate Manager LP | 0.01% | New | 9,758 | $702K |
| Red Crane Wealth Management, LLC | 0.66% | — | 9,684 | $696K |
| Executive Wealth Management, LLC | 0.05% | Reduce -3.7% | 9,566 | $688K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -66.5% | 9,537 | $686K |
| Security National Bank of Sioux City Iowa | 0.48% | Reduce -2.4% | 9,536 | $686K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -1.1% | 9,516 | $684K |
| McAdam, LLC | 0.04% | Add +1.6% | 9,467 | $681K |
| Myecfo, LLC | 0.37% | Reduce -0.6% | 9,444 | $679K |
| Ancora Advisors LLC | 0.02% | Add +879.6% | 9,434 | $678K |
| Rossby Financial, LCC | 0.43% | — | 9,327 | $671K |
| Pacific Financial Group Inc. | 0.50% | Reduce -3.4% | 9,313 | $670K |
| Texas Bank & Trust Co | 0.28% | — | 9,312 | $670K |
| Evoke Wealth, LLC | 0.02% | Add +77.7% | 9,246 | $665K |
| Opulen Financial Group LLC | 0.60% | — | 9,241 | $665K |
| Legacy Private Trust Co. | 0.04% | Reduce -97.0% | 9,223 | $663K |
| Blue Barn Wealth, LLC | 0.35% | Reduce -1.8% | 9,213 | $663K |
| Chesapeake Wealth Management | 0.23% | Add +43.7% | 9,180 | $660K |
| St Germain D J Co. Inc. | 0.03% | Reduce -2.2% | 9,152 | $658K |
| My Personal CFO, LLC | 0.33% | Reduce -12.0% | 9,083 | $653K |
| HCR Wealth Advisors | 0.08% | Add +3.3% | 9,014 | $648K |
| First Trust Advisors LP | 0.00% | New | 9,000 | $647K |
| Regal Investment Advisors LLC | 0.05% | Add +29.6% | 8,971 | $645K |
| Lockerman Financial Group, Inc. | 1.09% | Add +4.7% | 8,945 | $643K |
| Marion Wealth Management | 0.17% | Add +4.3% | 8,931 | $642K |
| Wealth Effects LLC | 0.23% | Reduce -8.5% | 8,909 | $641K |
| XTX Topco Ltd | 0.05% | New | 8,900 | $640K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +14.3% | 8,878 | $638K |
| Certified Advisory Corp | 0.07% | Reduce -13.1% | 8,857 | $637K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 8,829 | $635K |
| Sonata Capital Group Inc. | 0.26% | Reduce -4.5% | 8,791 | $632K |
| Riverpoint Wealth Management Holdings, LLC | 0.16% | Add +0.4% | 8,737 | $628K |
| Empowered Funds, LLC | 0.01% | Reduce -91.5% | 8,728 | $628K |
| Edgestream Partners, L.P. | 0.03% | Reduce -25.1% | 8,726 | $627K |
| Hill Investment Group Partners, LLC | 0.08% | Reduce -50.2% | 8,712 | $626K |
| CFO4Life Group, LLC | 0.11% | Reduce -76.0% | 8,671 | $624K |
| 49 Wealth Management, LLC | 0.09% | New | 8,669 | $623K |
| Key Financial Inc | 0.14% | Add +1.6% | 8,669 | $623K |
| South Plains Financial, Inc. | 0.47% | — | 8,610 | $619K |
| Optima Capital LLC | 0.43% | — | 8,593 | $618K |
| Thomasville National Bank | 0.04% | No change | 8,563 | $616K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.6% | 8,558 | $615K |
| Blue Chip Partners, LLC | 0.05% | New | 8,505 | $612K |
| Callan Family Office, LLC | 0.04% | Reduce -23.1% | 8,467 | $609K |
| Three Seasons Wealth, LLC | 0.30% | Add +68.8% | 8,449 | $608K |
| STAR Financial Bank | 0.44% | Add +134.9% | 8,445 | $607K |
| Robinswood Financial LLC | 0.23% | Add +0.5% | 8,336 | $599K |
| Cape Investment Advisory, Inc. | 0.23% | Add +21.0% | 8,335 | $599K |
| Planning Alternatives Ltd. | 0.09% | Reduce -0.2% | 8,330 | $599K |
| Richardson Financial Services Inc. | 0.42% | Reduce -45.9% | 8,287 | $596K |
| Ally Invest Advisors Inc. | 0.05% | Add +4.5% | 8,272 | $595K |
| Clayton Financial Group LLC | 0.21% | Add +24.8% | 8,246 | $593K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +5.4% | 8,242 | $593K |
| Retirement Wealth Solutions LLC | 0.50% | — | 8,288 | $590K |
| Ascentis Independent Advisors | 0.11% | Reduce -54.3% | 8,161 | $587K |
| Hoxton Planning & Management, LLC | 0.22% | Add +5.4% | 8,157 | $587K |
| Sterling Financial Planning, Inc. | 0.21% | Add +13.9% | 8,067 | $580K |
| Evelyn Partners Asset Management Ltd | 0.16% | — | 8,027 | $577K |
| XY Planning Network, Inc. | 0.43% | — | 8,001 | $575K |
| Manske Wealth Management | 0.23% | — | 8,000 | $575K |
| Rock Point Advisors, LLC | 0.17% | Reduce -1.3% | 7,955 | $572K |
| Modus Advisors, LLC | 0.18% | Add +3.3% | 7,953 | $572K |
| Aries Wealth Management | 0.16% | Reduce -2.9% | 7,940 | $571K |
| Wise Wealth Partners | 1.41% | — | 7,924 | $570K |
| Fortitude Advisory Group L.L.C. | 0.34% | Add +25.1% | 7,894 | $568K |
| Verus Capital Partners, LLC | 0.05% | Reduce -4.5% | 7,892 | $568K |
| Northeast Financial Group, Inc. | 0.22% | Reduce -4.9% | 7,886 | $567K |
| Swmg, LLC | 0.23% | Add +27.1% | 7,843 | $565K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Reduce -0.6% | 7,835 | $564K |
| Successful Portfolios LLC | 0.38% | Add +3.0% | 7,806 | $561K |
| TFB Advisors LLC | 0.16% | Add +14.1% | 7,803 | $561K |
| USAdvisors Wealth Management, LLC | 0.18% | Add +4.3% | 7,797 | $560K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +11.6% | 7,761 | $558K |
| Palisade Asset Management, LLC | 0.06% | Add +46.7% | 7,720 | $555K |
| Redwood Park Advisors LLC | 0.47% | — | 7,719 | $555K |
| LJI Wealth Management, LLC | 0.11% | Add +26.2% | 7,715 | $555K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.3% | 7,700 | $554K |
| Access Financial Services, Inc. | 0.25% | Add +1.9% | 7,696 | $553K |
| Madden Advisory Services, Inc. | 0.26% | No change | 7,683 | $552K |
| Sellwood Investment Partners LLC | 0.30% | — | 7,646 | $550K |
| Promethium Advisors,llc | 0.38% | No change | 7,625 | $548K |
| Latitude Advisors, LLC | 0.31% | Add +13.2% | 7,621 | $548K |
| Kiker Wealth Management, LLC | 0.44% | — | 7,601 | $547K |
| Pinnacle Financial Group, LLC / IL | 0.21% | Reduce -28.8% | 7,569 | $546K |
| CWS Financial Advisors, LLC | 0.18% | Add +41.1% | 7,575 | $545K |
| Procyon Advisors, LLC | 0.03% | Reduce -1.0% | 7,557 | $543K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 6,796 | $539K |
| Parkshore Wealth Management, Inc. | 0.32% | — | 7,489 | $539K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -96.0% | 7,480 | $538K |
| Bull Street Advisors, LLC | 0.26% | Reduce -6.9% | 7,448 | $536K |
| Verum Partners LLC | 0.15% | Add +1.7% | 7,420 | $534K |
| BWM Planning, LLC | 0.23% | Reduce -9.7% | 7,371 | $530K |
| Boston Family Office LLC | 0.04% | Reduce -71.7% | 7,367 | $530K |
| Cordgrass Capital Advisors, LLC | 0.15% | Reduce -5.7% | 7,311 | $526K |
| Elevated Capital Advisors, LLC | 0.14% | Reduce -82.6% | 7,304 | $525K |
| Covestor Ltd | 0.33% | Add +10.2% | 7,306 | $525K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -43.1% | 7,296 | $525K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -22.8% | 7,301 | $525K |
| Cassady Schiller Wealth Management, LLC | 0.19% | Reduce -11.8% | 7,272 | $523K |
| Weitzel Financial Services, Inc. | 0.25% | Add +8.9% | 7,230 | $521K |
| Talon Private Wealth, LLC | 0.11% | Add +14.4% | 7,209 | $518K |
| Country Club Bank | 0.03% | Add +11.2% | 7,166 | $516K |
| Lazari Capital Management, Inc. | 0.20% | Reduce -32.0% | 7,118 | $512K |
| Keener Financial Planning LLC | 0.30% | Reduce -8.9% | 7,063 | $507K |
| Carolinas Wealth Consulting LLC | 0.10% | Add +1.2% | 7,049 | $507K |
| Arlington Trust Co LLC | 0.11% | No change | 7,040 | $506K |
| Rodgers Brothers Inc. | 0.07% | No change | 7,000 | $503K |
| RCS Financial Planning, LLC | 0.27% | Reduce -33.5% | 6,989 | $503K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -14.4% | 6,989 | $503K |
| Awm Capital, LLC | 0.06% | Reduce -6.2% | 6,981 | $502K |
| Full Sail Capital, LLC | 0.03% | Reduce -1.6% | 6,978 | $502K |
| Truefg, LLC | 0.16% | Add +2.1% | 6,969 | $501K |
| King Wealth Management Group | 0.07% | Reduce -4.0% | 6,969 | $501K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -41.3% | 6,966 | $501K |
| Davis R M Inc. | 0.01% | Reduce -3.4% | 6,932 | $498K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +94.4% | 6,927 | $498K |
| Retirement Capital Strategies | 0.19% | Add +18.6% | 6,916 | $497K |
| Bond & Devick Financial Network, Inc. | 0.21% | No change | 6,556 | $492K |
| Clarity Capital Advisors, LLC | 0.33% | Add +1.0% | 6,841 | $492K |
| Abound Wealth Management | 0.16% | Add +2.6% | 6,829 | $491K |
| Napatree Capital LLC | 0.29% | No change | 6,819 | $490K |
| Vivid Wealth Management, LLC | 0.25% | Add +21.2% | 6,793 | $488K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -0.2% | 6,784 | $488K |
| Barrett & Company, Inc. | 0.21% | Reduce -5.8% | 6,768 | $487K |
| Abacus Planning Group, Inc. | 0.09% | No change | 6,760 | $486K |
| Maiden Cove Capital, LLC | 0.74% | New | 6,697 | $482K |
| Strategic Blueprint, LLC | 0.03% | Add +28.2% | 6,673 | $480K |
| Bright Futures Wealth Management, LLC. | 0.43% | New | 6,583 | $476K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.12% | Add +9.8% | 6,618 | $476K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.0% | 6,605 | $475K |
| Enterprise Bank & Trust Co | 0.16% | No change | 6,601 | $475K |
| Post Resch Tallon Group Inc. | 0.46% | — | 6,594 | $474K |
| Fund Evaluation Group, LLC | 0.02% | New | 6,575 | $473K |
| NCM Capital Management, LLC | 0.21% | New | 6,563 | $472K |
| Apollon Financial, LLC | 0.12% | Reduce -13.2% | 6,553 | $471K |
| Axis Wealth Partners, LLC | 0.39% | — | 6,503 | $468K |
| Mustard Seed Financial, LLC | 0.38% | Reduce -0.8% | 6,444 | $463K |
| Tme Financial, Inc. | 0.43% | — | 6,169 | $463K |
| Fiduciary Trust Co | 0.01% | New | 6,430 | $462K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.3% | 6,439 | $461K |
| Cordant, Inc. | 0.24% | No change | 6,391 | $460K |
| World Equity Group, Inc. | 0.10% | Add +96.8% | 6,346 | $456K |
| S.A. Mason LLC | 0.24% | Reduce -18.5% | 6,323 | $455K |
| Cable Hill Partners, LLC | 0.05% | No change | 6,322 | $455K |
| Quadrant Private Wealth Management, LLC | 0.11% | New | 6,224 | $448K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -7.8% | 6,151 | $443K |
| Brighton Securities Corp. | 0.21% | — | 6,130 | $441K |
| Crabel Capital Management, LLC | 1.43% | Reduce -93.9% | 6,114 | $440K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +66.7% | 6,108 | $439K |
| Quotient Wealth Partners, LLC | 0.01% | Add +48.6% | 6,099 | $439K |
| Opes Wealth Management LLC | 0.09% | Add +0.5% | 6,079 | $437K |
| SMI Advisory Services, LLC | 0.10% | Reduce -14.8% | 6,127 | $436K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 6,053 | $435K |
| American Capital Advisory, LLC | 0.24% | No change | 6,045 | $435K |
| San Luis Wealth Advisors LLC | 0.08% | Add +10.8% | 5,989 | $431K |
| NorthLanding Financial Partners, LLC | 0.43% | Reduce -0.2% | 5,920 | $426K |
| Aveo Capital Partners, LLC | 0.05% | Add +10.3% | 5,900 | $424K |
| Bell Bank | 0.03% | New | 5,893 | $424K |
| JMG Financial Group, Ltd. | 0.01% | Add +0.9% | 5,888 | $423K |
| ARK & TLK Investments, LLC | 0.15% | Reduce -1.5% | 5,878 | $423K |
| Moors & Cabot, Inc. | 0.02% | Add +8.4% | 5,878 | $423K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.7% | 5,872 | $422K |
| Stegner Investment Associates Inc. | 0.28% | Add +10.2% | 5,805 | $417K |
| Vision Financial Markets LLC | 0.45% | — | 5,796 | $417K |
| BTS Asset Management, Inc. | 0.42% | Reduce -10.8% | 5,792 | $416K |
| Papamarkou Wellner Asset Management inc. | 0.29% | — | 5,780 | $416K |
| Forum Financial Management, LP | 0.01% | Add +57.6% | 5,774 | $415K |
| MidAtlantic Capital Management, Inc. | 0.30% | Add +2.9% | 5,744 | $413K |
| Summit Asset Management, LLC | 0.07% | New | 5,742 | $413K |
| Aldebaran Financial Inc. | 0.48% | New | 5,722 | $412K |
| Francis Financial, Inc. | 0.10% | Reduce -15.2% | 5,730 | $412K |
| Accurate Wealth Management, LLC | 0.08% | Add +68.2% | 5,776 | $411K |
| Driehaus Capital Management LLC | 0.00% | Reduce -24.1% | 5,708 | $410K |
| SevenBridge Financial Group, LLC | 0.08% | No change | 5,680 | $410K |
| Copperleaf Capital, LLC | 0.26% | Add +34.8% | 5,692 | $409K |
| HB Wealth Management, LLC | 0.00% | Reduce -14.9% | 5,685 | $409K |
| Archer Investment Management, LLC | 0.25% | — | 5,664 | $407K |
| W.H. Cornerstone Investments Inc. | 0.27% | Reduce -73.2% | 5,640 | $406K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,639 | $405K |
| First Pacific Financial | 0.09% | Add +5.2% | 5,631 | $405K |
| Good Life Advisors, LLC | 0.03% | Add +10.0% | 5,613 | $404K |
| LRI Investments, LLC | 0.04% | Reduce -1.0% | 5,605 | $403K |
| NorthStar Asset Management LLC | 0.26% | Reduce -0.5% | 5,604 | $403K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -12.6% | 5,590 | $402K |
| Chilton Capital Management LLC | 0.02% | No change | 5,570 | $401K |
| Pillar Financial Advisors, LLC | 0.30% | — | 5,541 | $398K |
| Brave Asset Management Inc. | 0.13% | Add +4.1% | 5,534 | $398K |
| Clarity Capital Partners LLC | 0.21% | Add +11.6% | 5,527 | $397K |
| Northwest Bank & Trust Co | 0.29% | No change | 5,387 | $396K |
| Disciplined Investors, L.L.C. | 0.38% | — | 5,522 | $393K |
| Zacks Investment Management | 0.00% | New | 5,445 | $392K |
| Sims Investment Management, LLC | 0.22% | — | 5,422 | $390K |
| Arrowroot Family Office, LLC | 0.20% | Reduce -8.2% | 5,405 | $389K |
| Sterling Investment Advisors, Ltd. | 0.09% | No change | 5,405 | $389K |
| Brand Asset Management Group, Inc. | 0.16% | Add +39.0% | 5,404 | $389K |
| Sheets Smith Wealth Management | 0.05% | Reduce -0.4% | 5,363 | $386K |
| Discipline Wealth Solutions, LLC | 0.18% | Reduce -12.7% | 5,348 | $385K |
| Advisor Resource Council | 0.28% | New | 5,339 | $384K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +43.6% | 5,315 | $382K |
| Fjell Capital, LLC | 0.39% | — | 5,294 | $381K |
| Rockingstone Advisors LLC | 0.16% | New | 5,190 | $373K |
| Simplicity Wealth,LLC | 0.08% | Reduce -40.6% | 5,190 | $373K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Add +1.3% | 5,166 | $371K |
| LFA - Lugano Financial Advisors SA | 0.24% | Add +20.4% | 5,165 | $371K |
| Howe & Rusling Inc. | 0.03% | Add +10436.7% | 5,163 | $371K |
| Treynor Bancshares, Inc. | 0.39% | Reduce -62.5% | 5,153 | $371K |
| Hershey Financial Advisers, LLC | 0.33% | — | 5,135 | $369K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -9.2% | 5,115 | $368K |
| FSA Advisors, Inc. | 0.45% | Reduce -48.8% | 5,096 | $368K |
| City National Bank of Florida | 0.33% | — | 5,090 | $366K |
| Morris Financial Concepts, Inc. | 0.16% | Add +516.2% | 5,065 | $364K |
| Natural Investments, LLC | 0.10% | — | 5,011 | $360K |
| Wealth Alliance, LLC | 0.04% | Add +15.5% | 5,004 | $360K |
| RAM Investment Partners, LLC | 0.09% | Add +3.2% | 5,002 | $360K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 4,999 | $359K |
| AllSquare Wealth Management LLC | 0.21% | Reduce -0.5% | 4,974 | $358K |
| GWN Securities Inc. | 0.10% | — | 4,944 | $356K |
| First Manhattan Co. Llc. | 0.00% | Add +47.0% | 4,921 | $354K |
| SeaBridge Investment Advisors LLC | 0.07% | New | 4,917 | $354K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -99.0% | 4,863 | $350K |
| Versant Capital Management, Inc | 0.08% | Add +77.0% | 4,848 | $349K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +1.2% | 4,812 | $346K |
| NWF Advisory Services Inc. | 0.05% | New | 4,811 | $346K |
| Five Oceans Advisors | 0.16% | Reduce -0.7% | 4,807 | $346K |
| Estate Counselors, LLC | 0.04% | Reduce -79.7% | 4,790 | $344K |
| Kovack Advisors, Inc. | 0.03% | Add +3.0% | 4,780 | $344K |
| Liberty Wealth Management LLC | 0.06% | Reduce -23.0% | 4,756 | $343K |
| LexAurum Advisors, LLC | 0.07% | New | 4,774 | $343K |
| Private Portfolio Partners LLC | 0.06% | Add +58.6% | 4,760 | $342K |
| Oarsman Capital, Inc. | 0.06% | Reduce -54.1% | 4,757 | $342K |
| Fort Point Capital Partners LLC | 0.04% | Add +17.5% | 4,744 | $341K |
| Aspect Partners, LLC | 0.20% | Add +39.8% | 4,743 | $341K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -13.2% | 4,726 | $340K |
| Schechter Investment Advisors, LLC | 0.03% | Add +0.1% | 4,724 | $340K |
| Genesee Capital Advisors, LLC | 0.16% | Reduce -2.2% | 4,721 | $339K |
| Consolidated Portfolio Review Corp | 0.05% | Add +7.9% | 4,711 | $339K |
| CVA Family Office, LLC | 0.05% | Add +873.1% | 4,710 | $339K |
| Laraway Financial Advisors Inc | 0.26% | No change | 4,700 | $338K |
| Scott & Selber, Inc. | 0.10% | New | 4,684 | $337K |
| NorthRock Partners, LLC | 0.01% | Reduce -22.0% | 4,661 | $335K |
| WoodTrust Financial Corp | 0.05% | New | 4,619 | $332K |
| Paulson Wealth Management Inc. | 0.09% | Add +3.2% | 4,609 | $331K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,600 | $331K |
| Freedom Investment Management, Inc. | 0.03% | Add +3.5% | 4,593 | $330K |
| Headinvest, LLC | 0.06% | No change | 4,588 | $330K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +38.5% | 4,570 | $329K |
| WNY Asset Management, LLC | 0.04% | Add +8.3% | 4,543 | $327K |
| Nabity-Jensen Investment Management Inc | 0.25% | New | 4,537 | $326K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.2% | 4,537 | $326K |
| Etesian Wealth Advisors, Inc. | 0.14% | No change | 4,532 | $326K |
| Armbruster Capital Management, Inc. | 0.07% | New | 4,526 | $325K |
| Persium Advisors, LLC | 0.32% | — | 4,499 | $324K |
| Financial Partners Group, LLC | 0.13% | Add +3.6% | 4,493 | $323K |
| MKT Advisors LLC | 0.14% | No change | 4,490 | $323K |
| ONE Advisory Partners, LLC | 0.14% | Add +19.4% | 4,487 | $323K |
| Foundation Wealth Management, LLC\PA | 0.16% | — | 4,461 | $321K |
| Trinity Wealth Management, LLC | 0.14% | Add +19.9% | 4,450 | $320K |
| MIdWestOne Financial Group, Inc. | 0.04% | Add +11.3% | 4,450 | $320K |
| Cooper Financial Group | 0.04% | New | 4,445 | $320K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,412 | $317K |
| Avestar Capital, LLC | 0.03% | No change | 4,399 | $316K |
| McCarthy & Cox | 0.11% | New | 4,396 | $316K |
| Smith, Moore & Co. | 0.03% | Reduce -7.1% | 4,389 | $316K |
| WPG Advisers, LLC | 0.29% | — | 4,379 | $315K |
| Simmons Bank | 0.02% | Add +15.2% | 4,347 | $313K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.14% | Add +14.9% | 4,329 | $311K |
| LongView Wealth Management | 0.09% | Reduce -7.6% | 4,327 | $311K |
| Hilltop National Bank | 0.09% | Reduce -1.3% | 4,323 | $311K |
| Jane Street Group, LLC | 0.00% | New | 4,314 | $310K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -45.6% | 4,305 | $310K |
| Bangor Savings Bank | 0.03% | Add +1238.8% | 4,284 | $308K |
| 1900 Wealth Management LLC | 0.03% | New | 4,258 | $306K |
| McIlrath & Eck, LLC | 0.04% | Reduce -13.2% | 4,234 | $304K |
| Advisor OS, LLC | 0.04% | New | 4,226 | $304K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +1.2% | 4,206 | $302K |
| Security National Bank of So Dak | 0.17% | No change | 4,205 | $302K |
| Rothschild Investment LLC | 0.02% | Reduce -24.2% | 4,198 | $302K |
| L.M. Kohn & Company | 0.08% | Reduce -15.8% | 4,193 | $302K |
| CFC Planning Co LLC | 0.32% | — | 4,177 | $300K |
| Ellis Investment Partners, LLC | 0.06% | Add +20.4% | 4,152 | $299K |
| Cornerstone Management, Inc. | 0.06% | Add +5.4% | 4,139 | $298K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.9% | 4,129 | $297K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +0.7% | 4,112 | $296K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 4,105 | $295K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +6.3% | 4,099 | $295K |
| Lynx Investment Advisory | 0.20% | Add +1.2% | 4,089 | $294K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.4% | 4,086 | $294K |
| Murphy & Mullick Capital Management Corp | 0.27% | — | 4,086 | $294K |
| Fortis Capital Management LLC | 0.05% | New | 4,084 | $294K |
| Arcadia Wealth Management, Inc. | 0.25% | — | 4,063 | $292K |
| Momentous Wealth Management, Inc. | 0.24% | — | 4,060 | $292K |
| O'Dell Group, LLC | 0.07% | New | 4,052 | $291K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -54.0% | 4,034 | $290K |
| Patron Partners, LLC | 0.16% | Reduce -20.3% | 4,029 | $290K |
| Signify Wealth | 0.32% | Add +26.0% | 4,002 | $288K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +5.8% | 3,970 | $286K |
| Whitcomb & Hess, Inc. | 0.09% | No change | 3,966 | $285K |
| Disciplined Investments, LLC | 0.14% | New | 3,939 | $283K |
| Flavin Financial Services, Inc. | 0.27% | — | 3,932 | $283K |
| EnRich Financial Partners LLC | 0.09% | No change | 3,916 | $282K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +7.8% | 3,850 | $280K |
| Adirondack Trust Co. | 0.11% | Reduce -34.1% | 3,875 | $279K |
| Opus Capital Group, LLC | 0.04% | Reduce -6.2% | 3,860 | $278K |
| Certior Financial Group, LLC | 0.25% | — | 3,847 | $277K |
| LPWM LLC | 0.09% | Reduce -1.9% | 3,846 | $277K |
| Lanham O'Dell & Company, Inc. | 0.42% | Add +0.1% | 3,842 | $276K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.7% | 3,838 | $276K |
| Ignite Planners, LLC | 0.06% | Add +3.3% | 3,807 | $274K |
| CLG LLC | 0.10% | — | 3,787 | $272K |
| Clay Northam Wealth Management, LLC | 0.18% | Reduce -3.7% | 3,787 | $272K |
| Capital Analysts, LLC | 0.01% | Add +25.8% | 3,734 | $269K |
| Bank of New Hampshire | 0.07% | Reduce -3.6% | 3,732 | $268K |
| Community Bank, N.A. | 0.03% | Reduce -1.3% | 3,725 | $268K |
| Woodmont Investment Counsel LLC | 0.02% | Add +10.4% | 3,706 | $267K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -26.4% | 3,685 | $265K |
| Two Sigma Securities, LLC | 0.05% | Reduce -93.9% | 3,672 | $264K |
| Cutter & CO Brokerage, Inc. | 0.06% | Add +22.0% | 3,669 | $264K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 3,669 | $264K |
| MSH Capital Advisors LLC | 0.08% | Reduce -12.7% | 3,655 | $263K |
| Fiera Capital Corp | 0.00% | New | 3,632 | $261K |
| Enclave Advisors LLC | 0.04% | Add +0.6% | 3,630 | $261K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -26.2% | 3,623 | $261K |
| Valley Financial Group, Inc. | 0.18% | Reduce -1.1% | 3,619 | $260K |
| Mainstream Capital Management LLC | 0.18% | Add +0.9% | 3,613 | $260K |
| Duncker Streett & Co. Inc. | 0.05% | Reduce -13.8% | 3,590 | $258K |
| Chapman Financial Group, LLC | 0.20% | — | 3,542 | $255K |
| Dimension Capital Management LLC | 0.04% | No change | 3,530 | $254K |
| Auxano Advisors, LLC | 0.06% | No change | 3,513 | $253K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 3,508 | $252K |
| New Insight Wealth Advisors | 0.13% | New | 3,491 | $251K |
| 2UniFi Bank | 0.17% | — | 3,455 | $248K |
| Advisory Alpha, LLC | 0.01% | Reduce -7.7% | 3,452 | $248K |
| Warwick Investment Management, Inc. | 0.05% | New | 3,442 | $247K |
| Waterloo Capital, L.P. | 0.03% | Reduce -26.6% | 3,431 | $247K |
| Marcum Wealth, LLC | 0.02% | Reduce -14.8% | 3,426 | $246K |
| Calton & Associates, Inc. | 0.11% | New | 3,423 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -25.3% | 3,423 | $246K |
| Means Investment Co., Inc. | 0.03% | Reduce -4.8% | 3,420 | $246K |
| Jump Financial, LLC | 0.01% | New | 3,415 | $246K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,389 | $244K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 3,381 | $243K |
| SPC Financial, Inc. | 0.02% | Reduce -1.4% | 3,378 | $243K |
| Venture Visionary Partners LLC | 0.01% | New | 3,346 | $241K |
| Hanover Advisors Inc. | 0.10% | Reduce -39.9% | 3,337 | $240K |
| Elmwood Wealth Management, Inc. | 0.10% | Reduce -1.4% | 3,336 | $240K |
| Bank Ozk | 0.10% | Reduce -23.7% | 3,309 | $238K |
| Florida Financial Advisors, LLC | 0.11% | New | 3,298 | $237K |
| Revolve Wealth Partners, LLC | 0.03% | Add +19.1% | 3,298 | $237K |
| Intelligent Financial Strategies | 0.13% | Reduce -5.2% | 3,295 | $237K |
| Crew Capital Management, Ltd | 0.20% | Reduce -8.9% | 3,292 | $237K |
| Creative Financial Designs Inc. | 0.02% | Reduce -12.8% | 3,262 | $235K |
| SYM FINANCIAL Corp | 0.03% | New | 3,247 | $233K |
| Paladin Advisory Group, LLC | 0.18% | New | 3,230 | $232K |
| One Degree Advisors Inc | 0.09% | Reduce -29.6% | 3,220 | $232K |
| Montecito Bank & Trust | 0.04% | No change | 3,226 | $232K |
| FFG Partners, LLC | 0.08% | Add +1.2% | 3,191 | $230K |
| Baskin Financial Services Inc. | 0.02% | No change | 3,185 | $229K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 3,064 | $228K |
| First Hawaiian Bank | 0.01% | No change | 3,164 | $228K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -16.1% | 3,161 | $227K |
| Clearview Wealth Advisors LLC | 0.17% | Add +11.5% | 3,159 | $227K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -46.0% | 3,152 | $227K |
| VSM Wealth Advisory, LLC | 0.08% | — | 3,149 | $226K |
| Bright Financial Advisors, Inc. | 0.14% | New | 3,141 | $226K |
| Greenhouse Wealth Management, LLC | 0.15% | No change | 3,140 | $226K |
| Peterson Wealth Management | 0.13% | No change | 3,138 | $226K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -40.3% | 3,104 | $224K |
| Citizens Financial Group Inc. | 0.00% | New | 3,114 | $224K |
| Tyche Wealth Partners LLC | 0.05% | No change | 3,092 | $222K |
| Chapin Davis, Inc. | 0.07% | No change | 2,960 | $222K |
| Obermeyer Wealth Partners | 0.01% | Reduce -3.1% | 3,082 | $222K |
| Perissos Private Wealth Management, LLC | 0.16% | Add +0.1% | 3,059 | $220K |
| Mainsail Asset Management, LLC | 0.15% | No change | 3,030 | $218K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,021 | $217K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -7.0% | 3,017 | $217K |
| Turn8 Private Wealth Inc. | 0.15% | — | 3,013 | $217K |
| Nautilus Advisors LLC | 0.17% | — | 3,000 | $216K |
| Signet Investment Advisory Group, Inc. | 0.11% | New | 3,000 | $216K |
| Vantage Point Financial LLC | 0.12% | — | 2,988 | $215K |
| Harmony Asset Management LLC | 0.08% | New | 2,941 | $212K |
| Invst, LLC | 0.03% | Reduce -31.1% | 2,932 | $211K |
| Black Diamond Financial, LLC | 0.03% | New | 2,930 | $211K |
| Peachtree Investment Partners, LLC | 0.08% | Reduce -5.4% | 2,920 | $210K |
| Debussy Capital Management LP | 0.03% | Reduce -1.5% | 2,881 | $209K |
| Idaho Trust Co | 0.10% | Reduce -72.5% | 2,879 | $207K |
| Unique Wealth Strategies, LLC | 0.09% | Add +7.2% | 2,857 | $205K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 2,850 | $205K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -11.9% | 2,845 | $205K |
| Melone Private Wealth, LLC | 0.11% | Add +1.1% | 2,822 | $203K |
| Camden National Bank | 0.03% | Reduce -9.2% | 2,815 | $202K |
| Vawter Financial, Ltd. | 0.12% | New | 2,808 | $202K |
| Strait & Sound Wealth Management LLC | 0.09% | No change | 2,806 | $202K |
| GM Advisory Group, LLC | 0.01% | Add +0.0% | 2,797 | $201K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +2.0% | 2,697 | $194K |
| Glassman Wealth Services | 0.03% | Add +1.6% | 2,510 | $180K |
| New Millennium Group LLC | 0.10% | Add +12155.0% | 2,451 | $176K |
| Novem Group | 0.03% | — | 2,408 | $173K |
| Webster Bank, N. A. | 0.02% | Reduce -68.6% | 2,381 | $171K |
| Running Point Capital Advisors, LLC | 0.06% | Add +50.7% | 2,360 | $170K |
| Legacy Investment Solutions, LLC | 0.11% | Add +10527.3% | 2,338 | $169K |
| Legacy Wealth Managment, LLC | 0.11% | Add +10527.3% | 2,338 | $169K |
| Concord Wealth Partners | 0.03% | Reduce -13.0% | 2,335 | $168K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -3.9% | 2,315 | $166K |
| Sachetta, LLC | 0.06% | Add +21.1% | 2,287 | $164K |
| Wintrust Investments LLC | 0.14% | New | 2,260 | $162K |
| Caitlin John, LLC | 0.11% | Add +0.7% | 2,252 | $162K |
| Dogwood Wealth Management LLC | 0.08% | Add +27.4% | 2,210 | $159K |
| Parkside Financial Bank & Trust | 0.02% | Add +5.8% | 2,190 | $157K |
| Tucker Asset Management LLC | 0.04% | Reduce -4.9% | 2,156 | $155K |
| Family CFO Inc | 0.09% | Add +10.8% | 2,153 | $155K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -5.0% | 2,147 | $154K |
| Balefire, LLC | 0.05% | Add +21.8% | 2,093 | $151K |
| Heritage Wealth Advisors | 0.01% | Add +0.5% | 1,975 | $142K |
| Front Row Advisors LLC | 0.05% | Add +0.1% | 1,948 | $140K |
| Union Savings Bank | 0.07% | Reduce -66.4% | 1,886 | $136K |
| Tortoise Investment Management, LLC | 0.01% | Add +0.8% | 1,878 | $135K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -7.8% | 1,819 | $131K |
| Empirical Asset Management, LLC | 0.04% | Add +0.1% | 25,996 | $125K |
| Acima Private Wealth, LLC | 0.04% | Reduce -15.9% | 1,734 | $125K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -10.3% | 1,707 | $123K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -9.8% | 1,652 | $119K |
| Transce3nd, LLC | 0.04% | — | 1,645 | $119K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 1,648 | $119K |
| Crews Bank & Trust | 0.02% | — | 1,644 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +121.6% | 1,558 | $112K |
| Pacifica Partners Inc. | 0.05% | Reduce -6.1% | 1,543 | $111K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,533 | $110K |
| Belmont Capital, LLC | 0.02% | Reduce -17.3% | 1,502 | $108K |
| Milestone Investment Advisors LLC | 0.03% | Add +350.6% | 1,487 | $107K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.7% | 1,453 | $104K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 1,443 | $104K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.4% | 1,438 | $103K |
| Wingate Wealth Advisors, Inc. | 0.10% | — | 1,429 | $103K |
| Aventura Private Wealth, LLC | 0.05% | — | 1,402 | $101K |
| CENTRAL TRUST Co | 0.00% | Reduce -48.7% | 1,372 | $99K |
| GHP Investment Advisors, Inc. | 0.00% | Add +471.2% | 1,308 | $94K |
| Crowley Wealth Management, Inc. | 0.08% | — | 1,244 | $89K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -84.3% | 1,202 | $86K |
| Mb, Levis & Associates, LLC | 0.04% | Add +6.7% | 1,194 | $86K |
| Pinney & Scofield, Inc. | 0.06% | — | 1,192 | $86K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -53.3% | 1,173 | $84K |
| Tsfg, LLC | 0.02% | Reduce -3.1% | 1,168 | $84K |
| Perkins Coie Trust Co | 0.02% | No change | 1,155 | $83K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,136 | $82K |
| Venturi Wealth Management, LLC | 0.00% | Add +141.4% | 1,103 | $79K |
| Whittier Trust Co. | 0.00% | Add +478.7% | 1,088 | $78K |
| Investors Research Corp | 0.02% | No change | 1,072 | $77K |
| Hurley Capital, LLC | 0.06% | — | 1,059 | $76K |
| Horizon Investments, LLC | 0.00% | Reduce -89.6% | 1,060 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,039 | $75K |
| Rise Advisors, LLC | 0.03% | Reduce -20.8% | 1,002 | $72K |
| Tidemark, LLC | 0.03% | Reduce -29.3% | 994 | $71K |
| CGC Financial Services, LLC | 0.03% | Add +1.3% | 968 | $70K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 964 | $70K |
| Manchester Capital Management LLC | 0.01% | Reduce -10.8% | 963 | $69K |
| Financial Freedom, LLC | 0.04% | Add +1.3% | 937 | $67K |
| FSC Wealth Advisors, LLC | 0.04% | Add +0.1% | 881 | $63K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +63.9% | 880 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 850 | $61K |
| Fortis Group Advisors, LLC | 0.01% | No change | 845 | $61K |
| Bellwether Advisors, LLC | 0.01% | New | 804 | $58K |
| Activest Wealth Management | 0.01% | Add +0.7% | 744 | $53K |
| Reyes Financial Architecture, Inc. | 0.04% | — | 738 | $53K |
| Graney & King, LLC | 0.04% | — | 709 | $51K |
| Truvestments Capital LLC | 0.01% | Add +2.6% | 697 | $50K |
| Biltmore Family Office, LLC | 0.01% | Reduce -54.5% | 690 | $50K |
| DecisionPoint Financial, LLC | 0.01% | No change | 664 | $48K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 663 | $48K |
| Rakuten Securities, Inc. | 0.02% | Add +16.4% | 660 | $47K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 655 | $47K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 639 | $46K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.8% | 634 | $46K |
| YANKCOM Partnership | 0.02% | — | 632 | $45K |
| Capital & Planning, LLC | 0.03% | — | 631 | $45K |
| Center for Financial Planning, Inc. | 0.01% | No change | 631 | $45K |
| Peoples Financial Services Corp. | 0.02% | No change | 619 | $45K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 613 | $44K |
| Creative Capital Management Investments LLC | 0.02% | Add +3.1% | 595 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -22.2% | 582 | $42K |
| Bessemer Group Inc. | 0.00% | Reduce -49.9% | 547 | $39K |
| Hoese & Co LLP | 0.03% | No change | 540 | $39K |
| Ridgewood Investments LLC | 0.02% | No change | 529 | $38K |
| Park Square Financial Group, LLC | 0.03% | — | 513 | $37K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -73.2% | 500 | $36K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 484 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +44.1% | 477 | $34K |
| Golden State Wealth Management, LLC | 0.01% | — | 474 | $34K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 475 | $34K |
| Tower View Wealth Management LLC | 0.02% | Add +26.9% | 444 | $32K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 428 | $31K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.2% | 420 | $30K |
| Main Street Group, LTD | 0.01% | Reduce -13.3% | 399 | $29K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 381 | $27K |
| Ameriflex Group, Inc. | 0.01% | — | 369 | $27K |
| Fortitude Family Office, LLC | 0.01% | Add +1.4% | 367 | $26K |
| Quent Capital, LLC | 0.00% | Add +0.0% | 349 | $25K |
| PMV Capital Advisers, LLC | 0.07% | — | 346 | $25K |
| Nemes Rush Group LLC | 0.00% | Add +230.1% | 340 | $24K |
| Bank & Trust Co | 0.02% | No change | 323 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1278.3% | 317 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 313 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +6.5% | 312 | $22K |
| Hoey Investments, Inc. | 0.00% | Reduce -51.0% | 303 | $22K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 300 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 299 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 295 | $21K |
| CoreFirst Bank & Trust | 0.01% | No change | 288 | $21K |
| Pflug Koory, LLC | 0.00% | Add +735.3% | 284 | $20K |
| TruNorth Capital Management, LLC | 0.01% | Add +1.1% | 269 | $19K |
| PrairieView Partners, LLC | 0.00% | Reduce -56.5% | 278 | $19K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -37.8% | 262 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 257 | $18K |
| Davis Capital Management | 0.01% | No change | 255 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 241 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 226 | $16K |
| United Community Bank | 0.01% | No change | 207 | $15K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 200 | $14K |
| Orion Capital Management LLC | 0.01% | New | 186 | $13K |
| Centennial Bank | 0.01% | No change | 185 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -16.3% | 180 | $13K |
| Millstone Evans Group, LLC | 0.01% | — | 180 | $13K |
| Lummis Asset Management, LP | 0.02% | No change | 169 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 170 | $12K |
| Ransom Advisory, Ltd | 0.01% | No change | 162 | $12K |
| American National Bank & Trust | 0.00% | Reduce -85.4% | 160 | $12K |
| Centricity Wealth Management, LLC | 0.01% | — | 147 | $11K |
| ORG Partners LLC | 0.00% | Add +1108.3% | 145 | $10K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 142 | $10K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 130 | $9K |
| Financial Life Planners | 0.01% | — | 129 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 118 | $8K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 115 | $8K |
| Arvest Investments, Inc. | 0.00% | No change | 112 | $8K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -12.0% | 110 | $8K |
| First Financial Corp. | 0.00% | No change | 110 | $8K |
| BankPlus Trust Department | 0.00% | — | 106 | $8K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.0% | 100 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -84.3% | 100 | $7K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 99 | $7K |
| Coastline Trust Co | 0.00% | New | 97 | $7K |
| JDM Financial Group LLC | 0.00% | Add +88.0% | 94 | $7K |
| Whipplewood Advisors, LLC | 0.00% | — | 93 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 87 | $6K |
| Eukles Asset Management | 0.00% | No change | 85 | $6K |
| WR Wealth Planners, LLC | 0.00% | Add +1.2% | 85 | $6K |
| Richardson Capital Management LLC | 0.00% | No change | 78 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | Reduce -10.3% | 78 | $6K |
| SouthState Bank Corp | 0.00% | Reduce -5.3% | 72 | $5K |
| Wolff Wiese Magana LLC | 0.00% | New | 68 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 65 | $5K |
| Painted Porch Advisors LLC | 0.00% | Reduce -82.3% | 62 | $4K |
| NFSG Corp | 0.00% | New | 61 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $4K |
| Bernard Wealth Management Corp. | 0.00% | — | 59 | $4K |
| Brooklyn Investment Group | 0.00% | New | 57 | $4K |
| Holos Integrated Wealth LLC | 0.00% | — | 56 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 53 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 50 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 48 | $3K |
| GoalVest Advisory LLC | 0.00% | New | 32 | $2K |
| Integrity Financial Corp | 0.00% | No change | 26 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 26 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 25 | $2K |
| Clark Wealth Partners | 0.00% | — | 19 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | New | 19 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.7% | 19 | $1K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 14 | $1K |
| Sandy Spring Bank | 0.00% | Reduce -99.3% | 12 | $863 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 10 | $719 |
| Morton Brown Family Wealth, LLC | 0.00% | Add +50.0% | 9 | $647 |
| Lanark Financial, Inc. | 0.04% | — | 6 | $463 |
| Capital A Wealth Management, LLC | 0.00% | — | 6 | $431 |
| Peterson Wealth Services | 0.00% | No change | 6 | $431 |
| Curio Wealth, LLC | 0.00% | — | 5 | $360 |
| Sittner & Nelson, LLC | 0.00% | No change | 4 | $294 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $284 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $168 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $144 |
| 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.