Vanguard Total Bond MarketBNDETF

13F holders, Q1 2025 (March 31)
1,612holders +6
110new positions
88sold out
3famous investors
$72.19avg. 13F price*

At the end of Q1 2025, 1,612 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 6 from Q4 2024. 110 opened new positions and 88 sold out. The largest holders were Morgan Stanley ($9.3B), Northwestern Mutual Wealth Management Co. ($8.7B) and Creative Planning ($8.0B). 3 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Total Bond Market
CUSIP
921937835
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions110$1.1B
Exits88$295.5M

All 13F filers, Q4 2024 → Q1 2025: 67,882,901 shares bought and 82,627,155 shares sold, net −14,744,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,612 holders

Morgan Stanley 0.67% Add +7.3% 127,280,728 $9.3B
Northwestern Mutual Wealth Management Co. 7.14% Add +1.7% 118,916,992 $8.7B
Creative Planning 7.50% Add +8.0% 108,563,586 $8.0B
JPMorgan Chase & Co. 0.58% Add +4.2% 103,233,592 $7.6B
Vanguard Group Inc. 0.08% Add +8.2% 62,787,251 $4.6B
Wells Fargo & Company 0.44% Add +4.5% 24,693,439 $1.8B
Envestnet Asset Management Inc. 0.48% Reduce -0.5% 20,251,385 $1.5B
Allworth Financial LP 8.03% Add +1.0% 19,514,987 $1.4B
Bank of America Corp. 0.12% Reduce -17.8% 18,374,584 $1.3B
LPL Financial LLC 0.45% Add +3.1% 15,761,081 $1.2B
Goldman Sachs Group Inc. 0.18% Reduce -11.2% 13,121,865 $963.8M
Manufacturers Life Insurance Company, The 0.90% Reduce -0.4% 12,734,566 $935.4M
Sei Investments Co. 1.00% Add +6.3% 10,607,391 $779.1M
Arizona PSPRS Trust 23.63% Add +0.6% 9,492,759 $697.2M
Mastercard Foundation Asset Management Corp. 1.43% New 8,862,905 $652.0M
BlackRock, Inc. 0.01% Reduce -2.1% 8,016,578 $588.8M
Texas Treasury Safekeeping Trust Co. 49.31% Reduce -34.3% 7,814,408 $574.0M
State Street Corp. 0.02% Reduce -8.9% 6,998,063 $514.0M
Ameriprise Financial Inc. 0.13% Add +8.0% 6,766,348 $494.7M
CBIZ Investment Advisory Services, LLC 24.22% Add +7.4% 6,734,159 $494.6M
Pure Financial Advisors, LLC 9.80% Add +12.3% 6,379,376 $468.6M
Raymond James Financial Inc. 0.18% Add +3.9% 6,348,372 $466.3M
Cetera Investment Advisers 0.84% Add +8.0% 5,916,021 $434.5M
UBS Group AG 0.09% Add +18.4% 5,736,417 $421.3M
Bank of New York Mellon Corp 0.08% Reduce -9.3% 5,373,672 $394.7M
Savant Capital, LLC 3.21% Add +12.6% 5,156,039 $378.7M
Facet Wealth, Inc. 9.29% Add +2.0% 4,942,051 $358.8M
Royal Bank of Canada 0.08% Add +3.1% 4,566,887 $335.4M
HighTower Advisors, LLC 0.37% Add +2.8% 3,737,002 $274.5M
PNC Financial Services Group, Inc. 0.13% Reduce -2.8% 3,421,562 $251.3M
M&T Bank Corp 0.91% Add +5.6% 3,395,931 $249.4M
Franklin Resources Inc. 0.07% Add +0.6% 3,365,708 $247.2M
Corient Private Wealth LP 0.40% Reduce -10.4% 3,358,331 $246.7M
Jones Financial Companies LLLP 0.22% Add +4.9% 3,346,454 $245.4M
RFG Advisory, LLC 6.15% Add +8.2% 3,099,984 $227.7M
Composition Wealth, LLC 4.41% Add +4.0% 2,995,835 $220.0M
Cambridge Investment Research Advisors, Inc. 0.69% Reduce -5.7% 2,776,239 $203.9M
Retirement Systems of Alabama 0.79% Add +12.7% 2,756,776 $202.5M
First Financial Bankshares Inc 3.90% Add +2.6% 2,458,158 $180.6M
RiverFront Investment Group, LLC 3.87% Add +3.8% 2,369,347 $174.0M
Tiaa Trust, National Association 0.53% Reduce -1.9% 2,299,636 $168.9M
Orgel Wealth Management, LLC 4.36% Reduce -29.7% 2,285,794 $167.9M
Prudential Financial Inc. 0.23% Reduce -13.8% 2,256,150 $163.5M
Foster Group, Inc. 5.78% Add +4.4% 2,101,364 $154.3M
Assetmark, Inc. 0.42% Reduce -9.1% 2,100,356 $154.3M
Acropolis Investment Management, LLC 9.13% Add +1.0% 2,095,734 $153.9M
Stairway Partners, LLC 9.25% Add +3.2% 2,043,204 $150.1M
Global Endowment Management, LP 19.36% Reduce -13.1% 2,027,950 $149.0M
Osaic Holdings, Inc. 0.33% Reduce -46.9% 2,024,465 $148.7M
Alesco Advisors, LLC, An ESL Co 4.29% Add +3.1% 1,860,812 $136.7M
McMorgan & Co. LLC 21.81% Add +1.1% 1,855,393 $136.3M
Alaska Permanent Capital Management, LLC 11.20% Reduce -1.8% 1,809,445 $132.9M
MML Investors Services, LLC 0.43% Add +3.2% 1,760,749 $129.3M
Armstrong Advisory Group, Inc. 10.26% No change 1,787,164 $128.5M
Oakworth Capital, Inc. 8.90% Reduce -0.1% 1,740,574 $127.8M
Voya Financial Advisors, Inc. 14.03% Add +5.2% 1,733,435 $127.1M
Betterment LLC 0.30% Add +1.7% 1,708,067 $125.5M
Commonwealth Equity Services, LLC 0.18% Reduce -15.0% 1,700,295 $124.9M
Capstone Financial Advisors, Inc. 7.79% Add +1.6% 1,686,655 $123.9M
Cerity Partners LLC 0.25% Reduce -4.3% 1,683,335 $123.6M
Envestnet Portfolio Solutions, Inc. 0.47% Reduce -25.8% 1,679,931 $123.4M
Patriot Investment Management Group, Inc. 8.87% Add +6.2% 1,608,109 $118.1M
Diana Davis Spencer Foundation 41.04% No change 1,608,100 $118.1M
Mariner, LLC 0.19% Add +1.8% 1,570,807 $115.4M
Garde Capital, Inc. 6.59% New 1,567,276 $115.1M
Chandler Asset Management, Inc. 21.42% Add +3.4% 1,546,892 $113.6M
Verus Financial Partners, Inc. 12.74% Add +1.4% 1,538,057 $111.7M
Wealth Enhancement Advisory Services, LLC 0.21% Reduce -9.3% 1,501,736 $110.3M
Apella Capital, LLC 3.74% Reduce -1.3% 1,499,836 $109.0M
Bogart Wealth, LLC 5.10% Add +1.0% 1,471,758 $108.1M
Truist Financial Corp. 0.17% Reduce -34.8% 1,454,685 $106.8M
Wealthspire Advisors, LLC 0.63% Add +97.7% 1,436,998 $105.5M
Vestmark Advisory Solutions, Inc. 2.69% Reduce -26.4% 1,422,084 $104.5M
Ritholtz Wealth Management 3.10% Add +22.8% 1,413,882 $103.8M
Efficient Advisors, LLC 6.72% Add +1.0% 1,404,135 $103.1M
Prime Capital Investment Advisors, LLC 1.19% Add +4.8% 1,384,530 $101.7M
AMG National Trust Bank 2.83% Add +0.3% 1,374,601 $101.0M
Stratos Wealth Partners, LTD. 1.54% Add +14.3% 1,357,466 $99.7M
Bricktown Capital, LLC 18.17% Add +90.0% 1,320,561 $97.0M
Alps Advisors Inc. 0.53% Reduce -1.4% 1,250,709 $91.9M
Beacon Pointe Advisors, LLC 1.03% Reduce -0.4% 1,243,482 $91.3M
Pathstone Holdings, LLC 0.39% Add +16.9% 1,214,058 $89.2M
GenTrust, LLC 4.28% Reduce -6.1% 1,213,460 $89.1M
Bryn Mawr Trust Advisors, LLC 5.17% Add +4.6% 1,174,115 $86.2M
Lutz Financial Services LLC 6.94% Add +3.0% 1,153,161 $84.7M
Baker Avenue Asset Management, LP 2.65% Add +2.2% 1,149,527 $84.4M
Jane Street Group, LLC 0.15% Add +26091.8% 1,129,915 $83.0M
Financial Advisors Network, Inc. 13.76% Add +16.1% 1,129,623 $83.0M
Comerica Bank 0.34% Reduce -4.7% 1,106,318 $81.3M
Rational Advisors, Inc. 8.27% Reduce -9.0% 1,074,021 $78.9M
Bailard, Inc. 2.02% New 1,064,649 $78.2M
Alaska Wealth Advisors, LLC 11.72% Reduce -0.8% 1,018,923 $74.8M
Pacific Capital Wealth Advisors, Inc. 12.84% Add +4.3% 1,011,445 $74.3M
Burrus Financial Services, Inc. 37.72% Add +3.1% 1,010,153 $74.2M
NewEdge Advisors, LLC 0.44% Add +3.9% 1,001,404 $73.6M
Focus Partners Wealth 0.18% Add +0.5% 984,273 $72.3M
Wealthfront Advisers LLC 0.19% Add +7.1% 979,919 $72.0M
Cornerstone Investment Partners, LLC 3.43% Add +79.3% 964,274 $70.8M
Integrated Wealth Concepts LLC 0.82% Add +12.7% 957,234 $70.3M
Raffa Wealth Management, LLC 15.83% Add +1.3% 947,175 $69.6M
Choreo, LLC 1.05% Add +116.0% 952,977 $67.8M
MA Private Wealth 12.73% Reduce -0.9% 921,586 $67.7M
Financial Engines Advisors L.L.C. 0.14% Reduce -2.0% 916,645 $67.3M
Atria Wealth Solutions, Inc. 0.81% Add +16.3% 916,193 $67.3M
Merit Financial Group, LLC 0.99% Add +172.8% 897,368 $65.9M
West Financial Advisors, LLC 12.13% Add +1.3% 869,015 $63.8M
Partners in Financial Planning 12.77% Add +1.4% 865,458 $63.6M
CoreCap Advisors, LLC 2.78% Add +28.7% 860,357 $63.2M
Arkos Global Advisors 9.21% Add +1.1% 853,398 $62.7M
Alliancebernstein L.P. 0.02% Reduce -1.4% 831,261 $61.1M
Joule Financial, LLC 21.11% Add +3.0% 818,858 $60.1M
Farther Finance Advisors, LLC 1.53% Add +222.2% 815,260 $59.9M
Eagle Rock Investment Company, LLC 10.19% Add +81.2% 808,366 $59.4M
Trajan Wealth LLC 3.21% Add +25.5% 801,342 $58.9M
Morningstar Investment Services LLC 10.77% Reduce -55.3% 800,224 $58.8M
Rockbridge Investment Management, LCC 6.85% Add +2.7% 787,880 $57.9M
Apriem Advisors 6.75% Add +3.3% 784,719 $57.6M
Gilbert & Cook, Inc. 8.35% Reduce -1.5% 784,153 $57.6M
Brio Consultants, LLC 9.02% Add +2.5% 781,702 $57.4M
Newton One Investments LLC 19.74% Add +5.0% 751,674 $55.2M
Essential Planning, LLC. 22.24% Reduce -98.4% 751,437 $55.2M
Farmers & Merchants Investments Inc. 1.73% Reduce -0.7% 740,363 $54.4M
BTC Capital Management, Inc. 4.96% Add +3.2% 738,625 $54.3M
Rappaport Reiches Capital Management, LLC 13.46% Add +5.5% 733,304 $53.9M
AllGen Financial Advisors, Inc. 15.74% Add +4.4% 723,915 $53.2M
Trilogy Capital Inc. 2.78% Reduce -13.7% 722,545 $53.1M
Rainey & Randall Wealth Advisors Inc. 10.37% Reduce -1.3% 721,535 $53.0M
Lockheed Martin Investment Management Co. 2.15% Add +7.5% 720,000 $52.9M
Ellevest, Inc. 3.51% Reduce -6.8% 717,914 $52.7M
Boston Standard Wealth Management, LLC 11.49% Reduce -11.1% 725,675 $52.3M
Trust Co 6.10% Reduce -1.2% 699,044 $51.3M
RTD Financial Advisors, Inc. 6.60% Reduce -1.2% 668,915 $49.1M
Cambridge Advisors Inc. 10.70% Add +0.8% 664,992 $48.8M
Citigroup Inc. 0.04% Reduce -11.8% 650,962 $47.8M
Elm Partners Management LLC 2.94% Add +650.8% 622,341 $45.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.46% Add +5.0% 616,968 $45.3M
Twele Capital Management, Inc. 9.53% Reduce -1.9% 611,603 $44.9M
Soltis Investment Advisors LLC 3.95% Add +128.9% 601,121 $44.2M
Horizon Bancorp Inc. 24.91% Reduce -31.1% 599,955 $44.1M
US Bancorp \de 0.06% Add +9.0% 596,923 $43.8M
Bluestem Financial Advisors, LLC 20.25% Add +2.0% 589,339 $43.3M
Equitable Holdings, Inc. 0.41% Add +4.0% 588,640 $43.2M
SCS Capital Management LLC 0.55% New 587,542 $43.2M
Zhang Financial LLC 2.23% Add +2.6% 575,088 $42.2M
Tectonic Advisors LLC 2.63% Add +5.3% 572,754 $42.1M
Stephens Consulting, LLC 10.46% Add +1.6% 566,414 $41.6M
NEOS Investment Management LLC 0.78% Add +27.4% 559,714 $41.0M
Riversedge Advisors, LLC 9.03% Add +4688.0% 551,003 $40.5M
Great Waters Wealth Management 5.60% Reduce -11.9% 549,209 $40.3M
Silver Oak Advisory Group, Inc. 21.28% Add +0.5% 545,605 $40.1M
Mercer Global Advisors Inc. 0.09% Reduce -17.8% 536,375 $39.4M
Sequoia Financial Advisors, LLC 0.30% Reduce -25.3% 529,642 $38.9M
Financial Management Professionals, Inc. 4.92% Add +3.7% 524,419 $38.5M
Roble, Belko & Company, Inc 6.13% Add +1.6% 523,222 $38.4M
Stifel Financial Corp. 0.04% Add +1.9% 521,932 $38.3M
ALM First Financial Advisors, LLC 8.69% Add +7.1% 517,396 $38.0M
Dynamic Advisor Solutions LLC 1.24% New 512,708 $37.7M
&partners 0.40% Add +6.1% 512,262 $37.6M
Gridiron Partners, LLC 23.93% No change 509,194 $37.4M
Aspiriant, LLC 1.28% Add +2.1% 503,280 $37.0M
Symmetry Partners, LLC 5.13% Add +4.6% 502,492 $36.9M
TD Capital Management LLC 3.69% Add +4.2% 495,736 $36.4M
Stordahl Capital Management, Inc. 8.57% Add +1.4% 492,174 $36.2M
Charles Schwab Trust Co 2.98% Add +72.7% 485,157 $35.6M
Avior Wealth Management, LLC 1.35% Reduce -8.5% 484,850 $35.6M
Journey Advisory Group, LLC 2.92% Add +27.8% 484,545 $35.6M
D.A. Davidson & Co. 0.28% Add +0.4% 478,583 $35.2M
FMR LLC 0.00% Add +51.8% 472,567 $34.7M
Sherwood Financial Partners, LLC 33.10% Add +2.9% 464,246 $34.1M
Summit Wealth Group, LLC 9.85% Reduce -5.0% 458,999 $33.7M
Transamerica Financial Advisors, LLC 3.38% Add +6.1% 451,306 $33.1M
Astoria Strategic Wealth, Inc. 9.74% Add +6.4% 450,843 $33.1M
Van Eck Associates Corp. 0.04% Add +193.5% 448,289 $32.9M
Allspring Global Investments Holdings, LLC 0.06% Add +174.7% 447,457 $32.9M
Index Fund Advisors, Inc. 2.02% Add +109.5% 444,984 $32.7M
Manning & Napier Advisors LLC 0.40% Add +4.0% 444,825 $32.7M
Meridian Wealth Management, LLC 1.56% Add +21.8% 436,992 $32.1M
Steele Capital Management, Inc. 1.66% Add +0.2% 434,695 $31.9M
Harbour Investments, Inc. 0.91% Reduce -43.2% 432,077 $31.7M
Townsquare Capital LLC 0.34% Add +79.1% 429,243 $31.5M
Mission Wealth Management, LP 0.79% Reduce -86.2% 426,689 $31.3M
Compound Planning, Inc. 1.40% Add +25.1% 417,556 $30.7M
Captrust Financial Advisors 0.08% Add +0.3% 410,145 $30.1M
Drucker Wealth 3.0, LLC 6.59% Add +82.1% 407,774 $30.0M
Eaton-Cambridge Inc. 12.83% Add +6.1% 406,548 $29.9M
N.E.W. Advisory Services LLC 2.28% Add +10.9% 405,785 $29.8M
Corrigan Financial, Inc. 6.13% Add +11.0% 404,948 $29.7M
RIA Advisory Group LLC 9.46% New 395,909 $29.1M
NewSquare Capital LLC 2.35% Reduce -3.3% 392,804 $28.9M
Cahill Financial Advisors Inc. 3.92% Add +15.8% 392,268 $28.8M
Archford Capital Strategies, LLC 4.22% Reduce -11.6% 391,938 $28.8M
BlueStem Wealth Partners, LLC 3.92% Reduce -26.5% 390,960 $28.7M
Prime Buchholz LLC 9.99% No change 389,421 $28.6M
Prestige Wealth Management Group LLC 6.11% Add +6.2% 389,300 $28.6M
Global Wealth Strategies & Associates 8.53% Add +11.4% 383,135 $28.1M
Hobart Private Capital, LLC 7.02% Reduce -4.5% 382,186 $28.1M
Kwmg, LLC 2.85% Add +2.3% 380,983 $28.0M
OneDigital Investment Advisors LLC 0.33% Add +6.1% 378,114 $27.8M
Sound Stewardship, LLC 15.54% Add +5.2% 371,256 $27.3M
Principal Securities, Inc. 0.60% No change 374,079 $26.9M
Karpus Management, Inc. 0.87% Reduce -29.4% 364,581 $26.8M
Level Wealth Management LLC 17.45% Add +7.8% 363,021 $26.7M
Gotham Asset Management 0.22% Add +8.7% 354,209 $26.0M
Beacon Harbor Wealth Advisors, Inc. 6.03% Add +8.4% 353,371 $26.0M
Benchmark Wealth Management, LLC 12.35% Reduce -1.4% 347,535 $25.5M
Victory Capital Management Inc. 0.03% No change 346,882 $25.5M
BHK Investment Advisors, LLC 10.74% Reduce -4.6% 345,988 $25.4M
Prudent Man Advisors, LLC 9.21% Add +8.4% 344,859 $25.3M
Gibson Wealth Advisors LLC 20.17% Add +6.0% 342,250 $25.1M
Smithfield Trust Co 1.26% Reduce -7.9% 341,633 $25.1M
Private Advisor Group, LLC 0.15% Reduce -4.7% 339,459 $24.9M
Tenon Financial LLC 15.28% Add +12.6% 336,150 $24.7M
Hills Bank & Trust Co 1.73% Add +3.2% 334,617 $24.6M
G2 Capital Management, LLC / Oh 7.24% Reduce -19.7% 325,288 $23.9M
Carr Financial Group Corp 7.82% Add +5.3% 324,991 $23.9M
Vermillion Wealth Management, Inc. 7.10% Reduce -0.6% 324,446 $23.8M
Sightline Wealth Advisors, LLC 12.52% Add +6.7% 323,363 $23.8M
Quantum Financial Planning Services, Inc. 12.98% Add +9.0% 323,140 $23.7M
Family Firm, Inc. 5.18% Reduce -48.6% 315,928 $23.2M
Main Management LLC 2.04% Add +128.9% 315,553 $23.2M
Ameritas Investment Partners, Inc. 0.80% Reduce -7.3% 315,000 $23.1M
Mallini Complete Financial Planning LLC 24.08% Add +2.4% 314,048 $23.1M
Janney Montgomery Scott LLC 0.06% Reduce -22.6% 310,636 $22.8M
Bare Financial Services, Inc 8.59% Add +8.8% 304,291 $22.4M
Pinnacle Associates Ltd. 0.33% Add +4.6% 303,899 $22.3M
Capital Asset Advisory Services LLC 1.14% Reduce -4.2% 304,159 $22.3M
Natixis Advisors, LLC 0.04% Add +4.4% 302,514 $22.2M
BIP Alliance, LLC 9.36% Add +6.6% 301,507 $22.1M
McNaughton Wealth Management, LLC 10.75% Add +15.8% 301,393 $22.1M
Baron Silver Stevens Financial Advisors, LLC 3.86% Reduce -1.1% 300,698 $22.1M
Regent Peak Wealth Advisors LLC 5.21% Add +7.2% 300,279 $22.1M
White Lighthouse Investment Management Inc. 3.92% Add +6.1% 299,142 $22.0M
Parr McKnight Wealth Management Group, LLC 3.14% Reduce -35.6% 296,730 $21.8M
Waverly Advisors, LLC 0.26% Add +51.6% 292,843 $21.5M
Axxcess Wealth Management, LLC 0.58% Reduce -3.5% 290,934 $21.4M
Aletheian Wealth Advisors LLC 12.00% Add +8.2% 290,529 $21.3M
Focused Wealth Management, Inc 2.90% Add +6.1% 290,225 $21.3M
XML Financial, LLC 1.98% Add +3.9% 288,482 $21.2M
Geneos Wealth Management Inc. 0.71% Add +61.2% 286,607 $21.1M
Avantax Advisory Services, Inc. 0.13% Reduce -0.5% 285,255 $21.0M
Fifth Third Securities, Inc. 1.76% Add +1.9% 284,589 $20.9M
Cherry Tree Wealth Management, LLC 5.02% Add +1.7% 283,606 $20.8M
Visionary Wealth Advisors 1.23% Reduce -0.8% 279,852 $20.6M
Fonville Wealth Management LLC 5.94% Add +9.8% 274,413 $20.2M
Atmos Advisory, LLC 13.44% Add +10.1% 272,584 $20.0M
Meeder Advisory Services, Inc. 1.18% Add +0.0% 267,980 $19.7M
Kestra Advisory Services, LLC 0.10% Reduce -76.3% 266,902 $19.6M
Tompkins Financial Corp. 1.86% Add +12.1% 264,957 $19.5M
Leonard Rickey Investment Advisors P.L.L.C. 4.19% Reduce -16.4% 268,223 $19.4M
Barclays PLC 0.01% Reduce -13.3% 262,249 $19.3M
WBH Advisory Inc. 1.78% Add +12.7% 260,092 $19.1M
Bluespring Wealth Management, LLC 1.94% Reduce -3.1% 258,883 $19.0M
United Services Automobile Association 0.58% Add +100.0% 258,912 $19.0M
Steward Partners Investment Advisory, LLC 0.17% Reduce -5.9% 257,232 $18.9M
Signaturefd, LLC 0.36% Reduce -71.2% 256,530 $18.8M
Five Pine Wealth Management 15.32% Add +5.7% 256,106 $18.8M
Golden Bell Financial Planning LLC 18.04% Add +1.1% 252,883 $18.6M
Sagespring Wealth Partners, LLC 0.47% Add +1.9% 17,485,429 $18.5M
JFS Wealth Advisors, LLC 1.25% Reduce -0.4% 252,275 $18.5M
Acorn Wealth Advisors, LLC 7.66% Reduce -2.1% 250,542 $18.4M
National Bank of Canada 0.02% Add +18.5% 249,693 $18.3M
Sanctuary Advisors, LLC 0.13% Reduce -62.0% 249,141 $18.3M
Atria Investments, Inc 0.23% Add +12.0% 246,868 $18.1M
Benjamin Edwards Inc. 0.25% Add +10.8% 245,803 $18.1M
Brass Tax Wealth Management, Inc. 3.79% Add +2.8% 245,547 $18.0M
Bristlecone Advisors, LLC 1.47% Add +14.0% 245,127 $18.0M
LVW Advisors, LLC 2.17% Reduce -9.7% 244,609 $18.0M
Leavell Investment Management, Inc. 0.88% Add +3.1% 242,234 $17.8M
Veery Capital, LLC 6.92% Add +0.2% 242,039 $17.8M
Dunhill Financial, LLC 7.91% Add +65.2% 236,760 $17.4M
Nicolet Advisory Services, LLC 1.71% Reduce -14.0% 239,321 $17.3M
FDx Advisors, Inc. 5.61% Reduce -20.6% 234,712 $17.2M
Roundview Capital LLC 1.24% Reduce -0.8% 234,631 $17.2M
Courage Miller Partners, LLC 5.83% Add +0.8% 234,431 $17.2M
Greenbush Financial Group, LLC 8.45% Add +2.9% 231,414 $17.0M
Vannoy Advisory Group, Inc. 12.53% Reduce -1.6% 230,120 $16.9M
BNP Paribas Financial Markets 0.01% Add +80.8% 228,434 $16.8M
Rogco, LP 6.66% Add +5.2% 226,512 $16.6M
LPF Advisors LLC 13.61% Add +6.0% 226,343 $16.6M
Wesbanco Bank Inc. 0.58% Add +3.6% 225,715 $16.6M
Mather Group, Llc. 0.19% Add +7.1% 223,719 $16.4M
PFG Advisors 0.91% Add +26.1% 222,572 $16.3M
Ameraudi Asset Management, Inc. 9.27% Reduce -0.4% 220,652 $16.2M
3EDGE Asset Management, LP 1.10% Add +26.4% 220,697 $16.2M
Bank of Hawaii 0.93% Add +0.1% 219,393 $16.1M
Phillips Financial Management, LLC 1.24% Reduce -2.7% 219,021 $16.1M
Galvin, Gaustad & Stein, LLC 1.46% Reduce -0.2% 218,670 $16.1M
Orion Porfolio Solutions, LLC 0.16% Add +12.9% 218,282 $16.0M
Orion Portfolio Solutions, LLC 0.16% Add +12.9% 218,282 $16.0M
Luminvest Wealth Management LLC 6.54% Add +2.8% 216,046 $15.9M
FOCUS Wealth Advisors, LLC 8.73% Add +7.8% 215,053 $15.8M
Financial Architects, LLC 10.07% Add +0.8% 214,870 $15.8M
CMG Global Holdings, LLC 10.14% Reduce -8.6% 213,099 $15.5M
Bear Mountain Capital, Inc. 6.00% Add +4.7% 211,147 $15.5M
Values Added Financial LLC 8.56% Add +11.0% 210,152 $15.4M
SBI Securities Co., Ltd. 0.51% Add +2.5% 209,684 $15.4M
Mosaic Family Wealth Partners, LLC 2.19% Add +6.1% 209,316 $15.4M
Bfsg, LLC 1.86% Add +6.8% 208,143 $15.3M
Continuum Advisory, LLC 1.96% Add +1.3% 206,893 $15.2M
Aspire Capital Advisors LLC 4.54% Add +7.0% 206,890 $15.2M
Smith & Howard Wealth Management, LLC 4.13% Reduce -5.2% 205,668 $15.1M
PDS Planning, Inc 1.27% Add +4.8% 205,408 $15.1M
Whelan Financial 5.85% Add +0.9% 204,917 $15.1M
Alley Investment Management Company, LLC 1.89% Add +0.8% 204,614 $15.0M
Wealthcare Advisory Partners LLC 0.40% Reduce -2.9% 203,608 $15.0M
Litman Gregory Wealth Management LLC 1.28% Reduce -3.6% 203,545 $15.0M
Bank of Montreal 0.01% Add +3.1% 203,215 $14.9M
Inscription Capital, LLC 2.46% — 205,230 $14.9M
Curran Financial Partners, LLC 3.64% Add +63.9% 201,887 $14.8M
Arbor Investment Advisors, LLC 2.03% Add +6.6% 201,778 $14.8M
Rockefeller Capital Management L.P. 0.04% Add +6.4% 201,381 $14.8M
Rebalance, LLC 1.09% Reduce -4.9% 201,229 $14.8M
IMA Advisory Services, Inc. 1.75% Add +8.3% 201,154 $14.8M
Modera Wealth Management, LLC 0.20% Add +0.9% 200,849 $14.8M
Coppell Advisory Solutions LLC 1.96% Add +259.1% 192,081 $14.1M
Tide Cove Capital Partners LLC 12.25% Add +0.6% 191,602 $14.1M
Silver Oak Securities, Incorporated 1.31% Add +0.6% 191,197 $14.0M
BlueSky Wealth Advisors, LLC 2.17% Add +0.3% 190,579 $14.0M
IFP Advisors, Inc 0.43% Add +3.9% 189,284 $13.9M
Tanager Wealth Management LLP 1.80% Add +2.8% 188,857 $13.9M
Courier Capital LLC 0.90% Add +6.4% 188,177 $13.8M
Snowden Capital Advisors LLC 0.45% Reduce -3.0% 188,072 $13.8M
Chicago Partners Investment Group LLC 0.46% Reduce -1.9% 187,997 $13.7M
SlateStone Wealth, LLC 1.37% Add +16.8% 185,818 $13.6M
BancFirst Trust & Investment Management 6.81% No change 185,623 $13.6M
Advyzon Investment Management, LLC 4.77% Reduce -1.7% 183,841 $13.5M
Pinnacle Wealth Management Advisory Group, LLC 1.26% Add +4.9% 183,355 $13.5M
FIL Ltd 0.01% Add +6.2% 183,249 $13.5M
Cambridge Associates LLC /Ma/ 0.39% Add +46.2% 182,733 $13.4M
Prospera Capital Management, LLC 8.63% Add +10.9% 182,579 $13.4M
Altura Wealth Advisors Inc. 8.86% Add +37.2% 181,919 $13.4M
Petix & Botte Co 3.51% Reduce -11.8% 181,583 $13.3M
Mgo One Seven LLC 0.52% Reduce -2.2% 181,053 $13.3M
Breakwater Investment Management 5.64% Add +1.1% 179,815 $13.2M
Vectors Research Management, LLC 4.61% Add +9.7% 179,542 $13.2M
Baird Financial Group, Inc. 0.03% Reduce -12.8% 179,071 $13.2M
Wrenne Financial Planning LLC 6.99% Add +12.8% 179,036 $13.2M
Clarus Wealth Advisors 7.00% Add +215.0% 180,218 $13.1M
McKinley Carter Wealth Services, Inc. 0.80% Reduce -10.4% 178,042 $13.1M
Sykon Capital LLC 4.93% New 176,865 $13.0M
Rwa Wealth Partners, LLC 0.16% Reduce -4.7% 175,378 $12.9M
Rialto Wealth Management, LLC 4.04% Add +0.4% 175,227 $12.9M
Wela Strategies, Inc. 5.40% New 174,146 $12.8M
Sovereign Investment Advisors, LLC 4.45% Reduce -2.4% 176,026 $12.8M
O'shaughnessy Asset Management, LLC 0.10% New 172,852 $12.7M
Associated Banc-Corp 0.38% Add +16.5% 170,387 $12.5M
Gould Capital, LLC 8.70% Add +4.5% 169,470 $12.4M
Cadence Bank 0.87% Add +7.3% 166,127 $12.2M
Peapack Gladstone Financial Corp. 0.18% Reduce -4.8% 165,823 $12.2M
Aptus Capital Advisors, LLC 0.14% Add +39.5% 164,199 $12.1M
Thompson Siegel & Walmsley LLC 0.20% Reduce -12.0% 162,987 $12.0M
Lido Advisors, LLC 0.07% Reduce -7.0% 162,841 $12.0M
Brown Advisory Inc. 0.02% Reduce -15.8% 162,581 $11.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.8M
Madrona Financial Services, LLC 3.18% New 157,284 $11.6M
Newport Capital Group, LLC 8.31% Add +4.7% 157,231 $11.5M
Legacy PCG, LLC 8.13% Add +3.1% 156,982 $11.5M
FIDELIS iM, LLC 5.34% Reduce -64.7% 156,842 $11.5M
Focus Partners Advisor Solutions, LLC 0.17% Add +73.3% 156,258 $11.5M
Cornerstone Wealth Management, LLC 0.77% Reduce -1.8% 155,426 $11.4M
Addison Capital Co 4.43% Add +20.5% 153,776 $11.3M
Retirement Planning Group, LLC 0.53% Reduce -31.2% 153,217 $11.3M
Souders Financial Advisors 1.56% Add +5.9% 151,818 $11.2M
Prospera Financial Services Inc 0.26% Add +0.5% 151,174 $11.1M
Gibraltar Capital Management, Inc. 2.40% New 151,232 $11.1M
Financial Advocates Investment Management 0.78% Reduce -4.7% 150,847 $11.1M
Wiser Wealth Management, Inc 3.08% Add +2.8% 149,336 $11.0M
Ames National Corp. 7.34% Add +6.0% 148,945 $10.9M
Broadview Financial Management, LLC 8.14% Add +0.1% 148,493 $10.9M
SageView Advisory Group, LLC 0.46% Add +12.8% 147,677 $10.8M
Apexium Financial, LP 0.65% Add +29.3% 147,660 $10.8M
TD Private Client Wealth LLC 0.30% Add +14.2% 146,621 $10.8M
Perigon Wealth Management, LLC 0.27% Add +6.5% 144,597 $10.6M
Zeit Capital LLC 8.13% Add +1.4% 143,971 $10.6M
Tobias Financial Advisors, Inc. 2.02% Add +0.1% 141,804 $10.4M
Independent Financial Group, LLC 0.36% Add +194.6% 141,786 $10.4M
Attessa Capital LLC 6.80% Add +17.5% 141,486 $10.4M
B. Riley Wealth Advisors, Inc. 0.31% Add +29.6% 139,466 $10.2M
Exencial Wealth Advisors, LLC 0.38% Add +5.4% 138,539 $10.2M
Caliber Wealth Management, LLC / KS 1.34% — 134,086 $9.8M
Stephen J. Garry & Associates, LLC 9.20% Add +4.8% 133,893 $9.8M
Charter Oak Capital Management, LLC 0.90% Add +1.2% 133,318 $9.8M
Stevens Capital Partners 4.60% New 133,250 $9.8M
Keystone Financial Group 0.99% Add +5.2% 132,975 $9.7M
Staley Capital Advisers Inc. 0.44% Reduce -1.5% 132,010 $9.7M
Trellis Wealth Advisors LLC 4.67% Add +3.6% 130,937 $9.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -33.9% 130,994 $9.6M
Glenview Trust Co 0.19% Add +8.6% 130,587 $9.6M
Titleist Asset Management, LLC 1.11% Add +10.6% 130,345 $9.6M
Cyr Financial Inc. 8.53% Add +3.3% 130,035 $9.6M
Darrow Company, Inc. 5.30% Add +3.4% 129,488 $9.5M
Diversify Wealth Management, LLC 0.70% Reduce -15.1% 128,884 $9.5M
Werba Rubin Papier Wealth Management 2.05% Add +801.2% 128,433 $9.4M
Certus Wealth Management, LLC 6.35% Reduce -7.2% 129,247 $9.3M
Brookstone Capital Management 0.13% Add +19.1% 127,236 $9.3M
Azimuth Capital Investment Management LLC 0.37% Add +7.8% 125,750 $9.2M
Powers Advisory Group, LLC 4.35% Add +8.8% 124,221 $9.1M
Northwest & Ethical Investments L.P. 0.25% New 123,890 $9.1M
Dynamic Wealth Strategies, LLC 7.42% Add +0.8% 121,434 $8.9M
Topsail Wealth Management, LLC 1.81% Add +34.0% 121,417 $8.9M
Prepared Retirement Institute LLC 5.68% Reduce -21.8% 121,134 $8.9M
Fairview Capital Investment Management, LLC 0.47% Add +8.1% 121,030 $8.9M
Foster & Motley Inc. 0.56% Add +28.4% 120,673 $8.9M
Beacon Investment Advisory Services, Inc. 0.41% Add +6.5% 120,472 $8.8M
Clearstead Advisors, LLC 0.14% Add +1.9% 120,436 $8.8M
Motley Fool Wealth Management, LLC 0.52% Reduce -11.9% 120,276 $8.8M
Fifth Third Bancorp 0.03% Add +8.9% 119,578 $8.8M
Main Line Retirement Advisors, LLC 5.70% Add +1.8% 119,538 $8.8M
Graves Light Lenhart Wealth, Inc. 1.08% Reduce -8.5% 119,332 $8.8M
FPC Investment Advisory, Inc. 5.94% Reduce -0.3% 119,080 $8.6M
Oceanside Advisors LLC 6.18% Add +11.6% 116,324 $8.5M
Mutual Advisors, LLC 0.24% Add +0.2% 115,706 $8.5M
Trek Financial, LLC 0.61% Add +44.4% 114,399 $8.4M
1832 Asset Management L.P. 0.02% Add +3.8% 114,249 $8.4M
Root Financial Partners, LLC 0.89% Add +122.5% 113,231 $8.3M
Spirepoint Private Client, LLC 1.08% Add +7.7% 112,401 $8.3M
Bleakley Financial Group, LLC 0.27% Add +19.7% 112,374 $8.3M
Deutsche Bank AG 0.00% Reduce -83.6% 109,915 $8.1M
Jacobi Capital Management LLC 0.59% Reduce -3.4% 109,673 $8.1M
Commerce Bank 0.05% Add +35.7% 108,365 $8.0M
City State Bank 2.62% Add +10.0% 108,060 $7.9M
McCarthy Asset Management, Inc. 5.69% Add +1.2% 106,946 $7.9M
Hilltop Holdings Inc. 0.49% Add +2.4% 106,397 $7.8M
Triumph Capital Management 2.60% Add +2.2% 106,248 $7.8M
Trustmark Bank Trust Department 0.58% No change 106,000 $7.8M
Aurelius Family Office LLC 3.92% Reduce -0.3% 105,309 $7.7M
Saxony Capital Management, LLC 6.75% Add +60.9% 104,666 $7.7M
Bouchey Financial Group, Ltd. 0.69% Reduce -0.2% 104,644 $7.7M
Cambria Investment Management, L.P. 0.52% Reduce -7.7% 102,356 $7.5M
Prospect Financial Group LLC 9.51% Add +1.2% 101,488 $7.5M
Park Avenue Securities LLC 0.09% Reduce -3.3% 100,739 $7.4M
Stephens Inc. 0.11% Add +14.3% 99,688 $7.3M
National Philanthropic Trust 0.12% No change 98,138 $7.2M
New Covenant Trust Company, N.A. 7.59% Add +0.3% 98,061 $7.2M
Nwam LLC 0.61% Reduce -51.0% 95,941 $7.0M
Motive Wealth Advisors 3.74% Add +7.8% 95,085 $7.0M
Ascent Group, LLC 0.30% Add +670.9% 94,549 $6.9M
Brooklyn FI, LLC 2.13% Add +7.8% 93,703 $6.9M
Grove Bank & Trust 0.92% Add +4.3% 93,477 $6.9M
Arkadios Wealth Advisors 0.26% Add +324.9% 93,419 $6.9M
Matrix Trust Co 1.15% Add +2.7% 92,894 $6.8M
Kestra Private Wealth Services, LLC 0.11% Reduce -8.9% 92,799 $6.8M
Pinkerton Wealth, LLC 0.88% Add +111.4% 92,586 $6.8M
Sage Rhino Capital LLC 1.57% Reduce -0.3% 92,420 $6.8M
Sowell Financial Services LLC 0.31% Reduce -7.8% 91,361 $6.7M
Ballentine Partners, LLC 0.12% Add +46.9% 91,325 $6.7M
Note Advisors, LLC 5.54% Reduce -3.5% 91,302 $6.7M
Cibc World Markets Corp. 0.05% Reduce -0.6% 90,484 $6.6M
Valtrion Capital Management, LLC 8.93% New 90,187 $6.6M
Legacy Financial Group LLC 1.01% Add +1.6% 89,748 $6.6M
Commonwealth Retirement Investments LLC 2.68% Add +3.6% 89,723 $6.6M
SigFig Wealth Management, LLC 0.24% Reduce -3.5% 89,047 $6.5M
Valeo Financial Advisors, LLC 0.18% Add +0.9% 88,879 $6.5M
Integrated Advisors Network LLC 0.33% Add +6.7% 88,297 $6.5M
Washington Trust Bank 0.65% Reduce -4.0% 87,787 $6.4M
Genesis Wealth Advisors, LLC 5.19% Add +105.6% 87,316 $6.4M
HT Partners LLC 2.18% Add +1.0% 86,580 $6.4M
Okabena Investment Services Inc. 1.59% Add +41.2% 86,174 $6.3M
Sound View Wealth Advisors Group, LLC 0.52% Reduce -5.1% 85,762 $6.3M
WealthCollab, LLC 3.85% Add +2.0% 84,585 $6.2M
Laird Norton Wetherby Trust Company, LLC 0.99% Reduce -20.8% 84,212 $6.2M
Cary Street Partners Financial LLC 0.19% Add +10.9% 83,724 $6.1M
Toews Corp. 2.70% New 83,318 $6.1M
OneAscent Financial Services LLC 0.40% Add +111.7% 82,998 $6.1M
Liberty Capital Management, Inc. 1.35% Add +3.9% 82,866 $6.1M
Fisher Asset Management 0.00% Add +12.7% 82,765 $6.1M
PFW Advisors LLC 1.90% Reduce -3.0% 82,572 $6.1M
Elios Financial Group Inc. 2.99% Add +3.0% 82,571 $6.1M
Oak Hill Wealth Advisors, LLC 1.41% Add +8.3% 82,566 $6.1M
Berger Financial Group, Inc 0.41% Reduce -3.5% 80,821 $5.9M
B.O.S.S. Retirement Advisors, LLC 1.70% Add +10.8% 79,710 $5.9M
EP Wealth Advisors, LLC 0.05% Reduce -1.5% 79,249 $5.8M
MAS Advisors LLC 8.94% Add +32.5% 79,206 $5.8M
Summit Financial, LLC 0.16% Reduce -20.6% 79,175 $5.8M
StoneX Group Inc. 0.32% Add +4.1% 78,885 $5.8M
Verus Wealth Management, LLC 6.28% Add +9.7% 78,059 $5.7M
Plan Group Financial, LLC 2.04% Add +11.2% 77,790 $5.7M
Cantor Fitzgerald, L. P. 0.21% New 77,366 $5.7M
Horizons Wealth Management 4.26% Add +2.8% 76,724 $5.6M
LifeGoal Investments, LLC 6.08% Add +29.7% 76,443 $5.6M
Shelter Mutual Insurance Co 1.36% No change 76,583 $5.6M
AE Wealth Management LLC 0.05% Reduce -46.7% 76,505 $5.6M
Hamilton Wealth, LLC 1.35% Reduce -1.8% 76,443 $5.6M
Modern Wealth Management, LLC 0.18% Reduce -6.2% 76,166 $5.6M
Smartleaf Asset Management LLC 0.54% Add +129.4% 76,130 $5.6M
Inman Jager Wealth Management, LLC 4.18% Add +15.0% 75,910 $5.6M
CFS Investment Advisory Services, LLC 0.49% Add +11.1% 75,620 $5.6M
Trust Co. of Vermont 0.28% Reduce -2.4% 75,305 $5.5M
Capital Investment Services of America, Inc. 0.56% No change 75,217 $5.5M
Motiv8 Investments LLC 3.65% Reduce -10.1% 75,012 $5.5M
Farrell Financial LLC 4.01% Add +0.1% 74,929 $5.5M
Mayflower Financial Advisors, LLC 0.83% Reduce -4.7% 74,749 $5.5M
Proffitt & Goodson Inc. 0.90% Add +3.4% 74,191 $5.4M
Old Mission Capital LLC 0.10% New 73,897 $5.4M
NewEdge Wealth, LLC 0.10% Add +216.6% 72,990 $5.4M
EverSource Wealth Advisors, LLC 0.29% Add +237.2% 72,747 $5.3M
Christopher J. Hasenberg, Inc 2.21% Add +16820.8% 72,421 $5.3M
Forbes Financial Planning, Inc. 3.93% Reduce -9.4% 72,190 $5.3M
North Star Investment Management Corp. 0.38% Reduce -8.2% 71,814 $5.3M
Dynasty Wealth Management, LLC 0.09% Reduce -0.8% 70,860 $5.2M
L.K. Benson & Company, P.C. 3.57% Add +26.8% 70,255 $5.2M
Stratos Investment Management, LLC 0.27% Add +1.4% 69,556 $5.1M
Bay Rivers Group 2.67% Add +0.3% 69,282 $5.1M
SOL Capital Management CO 0.56% Reduce -23.1% 69,175 $5.1M
Stonekeep Investments, LLC 3.74% Add +13.9% 68,988 $5.1M
McGrath & Associates, Inc. 9.23% Reduce -28.0% 68,867 $5.1M
Faithward Advisors, LLC 0.88% Add +5.7% 68,789 $5.1M
HBK Sorce Advisory LLC 0.15% Reduce -1.2% 68,589 $5.0M
Fragasso Financial Advisors Inc 0.37% Reduce -14.6% 68,497 $5.0M
Greenspring Advisors, LLC 1.19% Add +13.4% 68,470 $5.0M
Keeler & Nadler Financial Planning & Wealth Management 2.24% Reduce -32.8% 67,831 $5.0M
Great Valley Advisor Group, Inc. 0.11% Add +26.9% 67,237 $4.9M
Rathbones Group PLC 0.02% Reduce -0.2% 67,101 $4.9M
Swisher Financial Concepts, Inc. 4.07% New 66,991 $4.9M
ETF Portfolio Partners, Inc. 1.48% Reduce -13.3% 66,950 $4.9M
Keel Point, LLC 0.38% Reduce -22.2% 65,900 $4.8M
Womack Financial LLC 4.43% Add +0.5% 65,882 $4.8M
Sarasin & Partners LLP 0.05% New 65,766 $4.8M
Coldstream Capital Management Inc. 0.10% Add +2.7% 65,751 $4.8M
Mma Asset Management LLC 2.00% Add +0.4% 64,721 $4.8M
Market Street Wealth Management Advisors LLC 0.81% Add +0.3% 64,539 $4.7M
Marmo Financial Group, LLC 2.59% Reduce -76.7% 64,483 $4.7M
Stone Summit Wealth LLC 1.60% Add +10.7% 64,320 $4.7M
BCO Wealth Management LLC 3.69% Reduce -6.0% 64,111 $4.7M
Members Wealth LLC 3.54% Reduce -19.0% 63,953 $4.7M
Consilio Wealth Advisors, LLC 1.96% Add +23.3% 63,845 $4.7M
Hancock Whitney Corp. 0.15% Reduce -1.4% 63,051 $4.6M
Crabel Capital Management, LLC 4.99% Add +929.2% 62,924 $4.6M
Herold Advisors, Inc. 1.01% Add +8.7% 62,883 $4.6M
Concurrent Investment Advisors, LLC 0.11% Add +61.0% 61,669 $4.5M
Advisory Services Network, LLC 0.09% Reduce -17.8% 61,654 $4.5M
Lansing Street Advisors 1.51% Reduce -28.0% 61,380 $4.5M
Oppenheimer & Co. Inc. 0.07% Add +10.5% 61,098 $4.5M
MainStreet Investment Advisors LLC 0.65% Reduce -3.1% 61,056 $4.5M
Rothschild Wealth LLC 1.25% Reduce -20.6% 60,624 $4.5M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -3.3% 60,588 $4.5M
GWN Securities Inc. 0.25% Add +1136.0% 61,106 $4.4M
Meritas Wealth Management, LLC 2.60% Add +43.0% 60,413 $4.4M
Human Investing LLC 0.78% Add +1.4% 60,082 $4.4M
Signal Advisors Wealth, LLC 0.43% Add +6.1% 59,779 $4.4M
WMG Financial Advisors, LLC 1.85% Add +12.9% 59,279 $4.4M
Focus Financial Network, Inc. 0.18% Reduce -2.7% 58,959 $4.3M
Kingsview Wealth Management, LLC 0.08% Reduce -17.6% 58,549 $4.3M
Sebold Capital Management, Inc. 2.81% Add +10.5% 58,168 $4.3M
Colony Family Offices, LLC 1.33% Add +2.3% 57,893 $4.3M
C M Bidwell & Associates Ltd. 2.55% Add +3.4% 57,805 $4.2M
Manuka Financial, LLC 2.75% Add +29.4% 57,802 $4.2M
HRT Financial LP 0.03% New 57,745 $4.2M
Total Wealth Planning, LLC 0.65% Add +5.1% 57,617 $4.2M
William Howard & Co Financial Advisors Inc 3.95% Add +1.1% 57,363 $4.2M
Blue Trust, Inc. 0.05% Reduce -2.4% 57,307 $4.2M
Private Wealth Asset Management, LLC 0.60% — 57,256 $4.2M
Summit Wealth Partners, LLC 0.85% Reduce -1.8% 57,120 $4.2M
Magnolia Capital Advisors LLC 1.13% Reduce -22.1% 56,793 $4.2M
Chesley Taft & Associates LLC 0.20% Add +6.3% 56,275 $4.1M
Cwm, LLC 0.02% Add +14.3% 56,248 $4.1M
Act Two Investors LLC 0.87% Reduce -8.0% 55,658 $4.1M
Pinnacle Bancorp, Inc. 1.33% Add +1.1% 55,401 $4.1M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Reduce -0.7% 55,021 $4.0M
Shade Tree Advisors LLC 4.00% Add +0.4% 54,914 $4.0M
Wealth Architects, LLC 0.43% Add +4.4% 53,570 $3.9M
TFC Financial Management, Inc. 0.60% Add +7.3% 53,553 $3.9M
GeoWealth Management, LLC 0.16% Add +202.8% 53,207 $3.9M
Wealthspire Retirement, LLC 0.31% Add +4.7% 53,199 $3.9M
GoalFusion Wealth Management, LLC 2.13% Reduce -22.1% 52,986 $3.9M
WealthShield Partners, LLC 0.50% Add +3.5% 52,548 $3.9M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -1.4% 52,449 $3.9M
Rehmann Capital Advisory Group 0.24% Add +3.6% 52,396 $3.8M
Midwest Financial Network, LLC 3.83% Add +2.4% 52,142 $3.8M
Oak Wealth Advisors LLC 2.83% Add +1.1% 52,037 $3.8M
David Kennon Inc 1.52% Reduce -0.1% 51,999 $3.8M
Providence First Trust Co 1.54% Reduce -56.5% 51,959 $3.8M
Parallel Advisors, LLC 0.09% Reduce -21.1% 51,518 $3.8M
Taylor Hoffman Capital Management LLC 1.40% Reduce -8.3% 51,520 $3.8M
Bordeaux Wealth Advisors LLC 0.70% Reduce -4.4% 51,287 $3.8M
Koshinski Asset Management, Inc. 0.32% Reduce -3.0% 51,091 $3.8M
Glass Jacobson Investment Advisors llc 1.23% No change 52,108 $3.7M
Liberty Square Wealth Partners LLC 1.42% Reduce -7.3% 50,827 $3.7M
Cascade Financial Partners, LLC 0.47% Reduce -10.5% 50,815 $3.7M
Patten Group, Inc. 0.85% Reduce -4.3% 50,712 $3.7M
Hiley Hunt Wealth Management 2.02% Reduce -2.0% 50,344 $3.7M
Synovus Financial Corp. 0.05% Add +2.0% 50,102 $3.7M
Haverford Trust Co 0.04% Add +34.3% 49,550 $3.6M
Leeward Financial Partners, LLC 1.36% Add +18.9% 49,507 $3.6M
First Citizens Bank & Trust Co. 0.09% Add +69.6% 49,499 $3.6M
Cobblestone Capital Advisors LLC 0.20% Add +1.6% 49,418 $3.6M
Grove Street Fiduciary, LLC 1.84% Add +5.5% 49,331 $3.6M
UMB Bank, n.a. 0.06% Reduce -11.4% 49,204 $3.6M
Delta Asset Management LLC 0.34% Add +17.1% 48,707 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Good Steward Wealth Advisors,LLC 3.25% — 48,625 $3.6M
NYL Investors LLC 0.23% Add +1.5% 48,400 $3.6M
Kings Path Partners LLC 1.70% Reduce -28.1% 47,292 $3.5M
Strategies Wealth Advisors, LLC 0.42% Reduce -37.1% 46,981 $3.5M
Seros Financial, LLC 2.57% Add +10.6% 46,830 $3.4M
American Financial & Tax Strategies Inc. 1.85% Add +12.4% 46,762 $3.4M
Mountain Pacific Investment Advisers LLC 0.26% Reduce -0.2% 46,700 $3.4M
Jordan Park Group LLC 0.25% Add +0.1% 46,538 $3.4M
Exchange Bank 2.73% Reduce -3.4% 46,018 $3.4M
First Horizon Advisors, Inc. 0.10% Reduce -5.3% 45,957 $3.4M
Strategic Financial Concepts, LLC 0.63% Reduce -5.6% 45,899 $3.4M
General Partner, Inc. 2.19% No change 45,848 $3.4M
Summit X, LLC 0.71% Reduce -29.9% 45,738 $3.4M
Bokf, NA 0.06% Add +3.5% 45,729 $3.4M
Legacy Private Trust Co. 0.23% Add +394.2% 45,583 $3.3M
Diversify Advisory Services, LLC 0.21% Add +8.3% 45,191 $3.3M
Triad Wealth Partners, LLC 1.02% Reduce -24.0% 44,791 $3.3M
Forum Private Client Group LLC 1.43% Add +5.9% 44,711 $3.3M
Heritage Wealth Management, Inc. 2.77% Reduce -10.0% 44,197 $3.2M
Lowery Thomas, LLC 2.22% Reduce -11.6% 44,122 $3.2M
Floyd Financial Group LLC 2.92% Add +3.5% 44,032 $3.2M
JT Stratford LLC 0.58% Reduce -15.1% 44,029 $3.2M
Charis Legacy Partners, LLC 6.11% Reduce -22.6% 43,909 $3.2M
Foundations Investment Advisors, LLC 0.06% Add +7.4% 43,826 $3.2M
Peak Retirement Planning, Inc. 1.78% New 43,678 $3.2M
Mesirow Financial Investment Management, Inc. 0.06% Reduce -6.1% 43,631 $3.2M
Balentine LLC 0.13% Reduce -54.3% 43,592 $3.2M
Balanced Rock Investment Advisors LLC 2.54% Add +4.3% 43,376 $3.2M
Prudential PLC 0.02% Reduce -4.2% 43,050 $3.2M
AEGON USA Investment Management, LLC 3.37% Reduce -1.7% 42,648 $3.1M
Novus Advisors, LLC 3.14% Reduce -9.7% 42,425 $3.1M
Walkner Condon Financial Advisors LLC 0.63% Reduce -2.7% 42,397 $3.1M
PBMares Wealth Management LLC 0.62% Add +12.0% 42,196 $3.1M
CW Advisors, LLC 0.04% Add +10.6% 42,105 $3.1M
Coston, McIsaac & Partners 0.90% Reduce -12.0% 42,086 $3.1M
Cahill Wealth Management, LLC 1.56% Reduce -9.6% 41,813 $3.1M
Howard Wealth Management, LLC 1.69% Add +1.2% 41,165 $3.0M
Narus Financial Partners, LLC 1.02% Add +2.4% 40,687 $3.0M
Northern Trust Corp. 0.00% Reduce -23.9% 40,459 $3.0M
Warner Financial, Inc. 1.31% Add +2.0% 40,324 $3.0M
Moneta Group Investment Advisors LLC 0.04% Reduce -7.5% 39,985 $2.9M
Gould Asset Management LLC 0.60% Add +2.1% 39,858 $2.9M
K2 Financial Inc. 2.87% Add +1.5% 40,437 $2.9M
Nikulski Financial, Inc. 0.88% Reduce -0.5% 39,696 $2.9M
Sherman Asset Management, Inc. 2.78% Add +4.3% 39,646 $2.9M
10Elms LLP 3.43% Add +3.8% 39,512 $2.9M
CreativeOne Wealth, LLC 0.09% Add +38.6% 39,357 $2.9M
RW Investment Management LLC 0.35% Add +1.2% 39,284 $2.9M
Mechanics Financial Corp 1.30% Add +15.0% 39,070 $2.9M
Barden Capital Management, Inc. 2.55% Add +4.2% 38,956 $2.9M
Argent Trust Co 0.12% No change 38,821 $2.9M
TrueWealth Financial Partners 1.72% New 38,714 $2.8M
DAVENPORT & Co LLC 0.02% Add +26.2% 38,710 $2.8M
Financial Strategies Group, Inc. 0.67% Add +9.7% 39,003 $2.8M
Connecticut Wealth Management, LLC 0.15% New 38,460 $2.8M
Lebenthal Global Advisors, LLC 0.53% Reduce -5.8% 38,424 $2.8M
Reston Wealth Management LLC 1.14% Reduce -1.1% 38,384 $2.8M
Patriot Financial Group Insurance Agency, LLC 0.38% Reduce -58.1% 38,127 $2.8M
Trust Point Inc. 0.26% Add +37.9% 38,125 $2.8M
Constant Guidance Financial LLC 3.52% New 38,113 $2.8M
Tenret Co LLC 1.70% Add +13.9% 38,096 $2.8M
Ausdal Financial Partners, Inc. 0.21% Add +6.6% 37,950 $2.8M
Ameritas Advisory Services, LLC 0.11% Add +5.0% 38,478 $2.8M
BankPlus Wealth Management LLC 2.04% Add +16.3% 37,742 $2.8M
First PREMIER Bank 0.70% Add +4.0% 37,529 $2.8M
Frank, Rimerman Advisors LLC 0.22% Add +3.5% 37,158 $2.7M
Tandem Wealth Advisors LLC 1.42% Add +2.4% 37,010 $2.7M
HB Wealth Management, LLC 0.02% Add +549.4% 36,916 $2.7M
Gladstone Institutional Advisory LLC 0.13% Add +57.8% 36,844 $2.7M
Center For Asset Management LLC 1.65% Add +53.9% 36,734 $2.7M
Vigilare Wealth Management 1.07% Reduce -43.5% 36,542 $2.7M
Wealth Group, Ltd. 1.73% Add +33.6% 36,295 $2.7M
Nvwm, LLC 0.71% Reduce -1.0% 36,220 $2.7M
J.W. Cole Advisors, Inc. 0.08% Add +7.2% 36,128 $2.7M
Safe Harbor Fiduciary, LLC 2.74% Reduce -0.0% 36,070 $2.6M
LaSalle St. Investment Advisors, LLC 0.62% New 35,936 $2.6M
First Heartland Consultants, Inc. 0.27% Reduce -47.6% 35,910 $2.6M
HTG Investment Advisors, Inc. 1.09% Reduce -9.2% 35,731 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Add +4.6% 35,704 $2.6M
REDW Wealth LLC 0.97% Reduce -9.7% 35,527 $2.6M
Pineridge Advisors LLC 1.02% Add +20.3% 35,456 $2.6M
Greystone Financial Group, LLC 0.47% Reduce -3.4% 35,442 $2.6M
Regions Financial Corp. 0.02% Reduce -90.0% 35,432 $2.6M
Valmark Advisers, Inc. 0.04% Add +7.0% 35,012 $2.6M
Csenge Advisory Group 0.14% Reduce -3.4% 35,159 $2.6M
Cornerstone Financial Group, LLC 2.29% Add +0.4% 35,204 $2.5M
Amundi 0.00% Add +218.5% 34,400 $2.5M
Rothschild Capital Partners, LLC 0.66% Add +10.5% 34,391 $2.5M
Flagstar Securities, Inc. 0.65% Add +24.6% 34,390 $2.5M
Susquehanna International Group, LLP 0.00% New 34,186 $2.5M
Burns J W & Co. Inc. 0.33% Reduce -1.0% 34,180 $2.5M
Centaurus Financial, Inc. 0.15% Add +1.7% 34,062 $2.5M
Stage Harbor Financial, LLC 2.11% Reduce -0.6% 33,922 $2.5M
Strategic Investment Advisors / MI 0.26% Reduce -0.1% 33,712 $2.5M
Cresset Asset Management, LLC 0.01% Reduce -17.5% 33,525 $2.5M
Security Financial Services, INC. 0.49% Reduce -7.6% 33,473 $2.5M
Sax Wealth Advisors, LLC 0.18% Add +807.8% 33,452 $2.5M
Michels Family Financial, LLC 2.21% Reduce -5.0% 33,274 $2.4M
NorthCrest Asset Manangement, LLC 0.07% Reduce -3.3% 33,077 $2.4M
Avantax Planning Partners, Inc. 0.08% Add +72.0% 32,583 $2.4M
Gateway Wealth Partners, LLC 0.54% Add +12.0% 32,492 $2.4M
Carrera Capital Advisors 0.53% Reduce -21.6% 32,476 $2.4M
Gordian Advisors LLC 1.89% Reduce -6.9% 32,410 $2.4M
Transcendent Capital Group LLC 1.33% Add +13.4% 32,210 $2.4M
Scotia Capital Inc. 0.01% Add +4.6% 32,084 $2.4M
PAX Financial Group, LLC 0.42% Reduce -10.7% 32,037 $2.4M
Janney Capital Management LLC 0.16% Add +4.9% 31,966 $2.3M
TD Waterhouse Canada Inc. 0.02% Reduce -8.7% 31,935 $2.3M
GEN Financial Management, INC. 1.58% New 31,791 $2.3M
Compass Ion Advisors, LLC 0.27% Reduce -14.6% 31,748 $2.3M
Wealth Advisory Solutions, LLC 0.62% Reduce -14.6% 31,717 $2.3M
Everhart Financial Group, Inc. 0.32% Add +20.5% 31,648 $2.3M
Stonebridge Financial Planning Group, LLC 1.06% Add +1.0% 31,644 $2.3M
Roger Wittlin Investment Advisory, LLC 1.36% Add +0.7% 31,600 $2.3M
FC Advisory LLC 0.78% Add +1.6% 31,526 $2.3M
CGN Advisors LLC 0.23% Add +2.9% 31,459 $2.3M
Ellenbecker Investment Group 0.41% Reduce -19.4% 31,375 $2.3M
Allegiance Financial Group Advisory Services LLC 0.70% Reduce -12.1% 31,294 $2.3M
Continental Investors Services, Inc. 4.49% Add +7.3% 30,791 $2.3M
Apollon Wealth Management, LLC 0.05% Reduce -16.5% 30,699 $2.3M
Wiser Advisor Group LLC 3.33% Reduce -5.8% 30,663 $2.3M
Willow Creek Wealth Management Inc. 0.22% Add +16.5% 30,591 $2.2M
Neuberger Berman Group LLC 0.00% Reduce -4.3% 30,383 $2.2M
Swmg, LLC 0.88% Add +288.4% 30,458 $2.2M
PCG Asset Management, LLC 2.08% Reduce -5.2% 30,272 $2.2M
Pacific Wealth Strategies Group, Inc. 1.66% Add +1.8% 30,264 $2.2M
City Holding Co. 0.31% Add +3.2% 30,246 $2.2M
Worth Asset Management, LLC 1.21% Reduce -30.4% 30,082 $2.2M
MAI Capital Management 0.02% Reduce -15.6% 29,520 $2.2M
Evensky & Katz LLC 0.15% Add +3.0% 29,475 $2.2M
Evanson Asset Management, LLC 0.15% Add +1.3% 29,296 $2.2M
Kathleen S. Wright Associates Inc. 0.89% Add +10.9% 29,277 $2.2M
SJS Investment Consulting Inc. 0.37% Reduce -1.9% 29,240 $2.1M
Stratos Wealth Advisors, LLC 0.12% Reduce -40.6% 29,180 $2.1M
Blair William & Co. 0.01% Reduce -1.9% 29,074 $2.1M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.1M
Old Port Advisors 0.63% Reduce -64.6% 28,903 $2.1M
Straight Path Wealth Management 0.86% Reduce -1.1% 28,854 $2.1M
First United Bank & Trust 0.79% Reduce -2.7% 28,802 $2.1M
Scissortail Wealth Management, LLC 0.54% Add +13.0% 28,575 $2.1M
Nicolet Bankshares Inc. 0.42% Reduce -2.5% 28,574 $2.1M
Capital Square, LLC 1.23% Add +25.8% 28,550 $2.1M
Morris Financial Concepts, Inc. 0.87% Add +460.0% 28,362 $2.1M
World Investment Advisors 0.05% Reduce -16.9% 28,284 $2.1M
Spire Wealth Management 0.07% Add +23.5% 28,277 $2.1M
Moneda S.A. Administradora General de Fondos 2.23% No change 28,250 $2.1M
Rinkey Investments 0.66% Add +79.8% 28,152 $2.1M
TCI Wealth Advisors, Inc. 0.17% Add +25.8% 28,135 $2.1M
BOK Financial Private Wealth, Inc. 0.15% Reduce -31.8% 28,091 $2.1M
Cardiff Park Advisors, LLC 0.20% Add +2.5% 28,055 $2.1M
Financial Avengers, Inc. 1.04% Add +36.5% 27,864 $2.0M
Blume Capital Management, Inc. 0.46% Reduce -78.5% 27,785 $2.0M
Tillman Hartley LLC 0.59% Add +11.4% 27,464 $2.0M
Culbertson A N & Co. Inc. 0.32% Reduce -1.0% 27,409 $2.0M
Dakota Wealth Management 0.05% Reduce -2.3% 27,348 $2.0M
HFG Advisors, Inc. 1.71% Add +3.8% 27,310 $2.0M
Oldfather Financial Services, LLC 0.76% Add +23.1% 27,261 $2.0M
Fagan Associates, Inc. 0.33% Reduce -3.2% 27,216 $2.0M
Washington Trust Advisors, Inc. 0.18% Add +0.1% 26,932 $2.0M
Parkside Advisors LLC 0.47% Reduce -0.3% 26,703 $2.0M
First National Bank of Omaha 0.13% Add +2.3% 26,607 $2.0M
Ramiah Investment Group 1.86% Reduce -6.5% 26,402 $1.9M
Cutler Investment Counsel LLC 0.23% Add +0.8% 26,393 $1.9M
Bath Savings Trust Co 0.20% Reduce -1.3% 26,373 $1.9M
Single Point Partners, LLC 0.45% Add +1.9% 26,366 $1.9M
Private Client Services, LLC 0.96% Add +71.2% 26,334 $1.9M
Wells Financial Advisors INC 2.66% Add +8.9% 26,254 $1.9M
Sigma Planning Corp 0.06% Add +6.0% 26,055 $1.9M
PKS Advisory Services, LLC 0.52% Add +15.7% 26,031 $1.9M
Simon Quick Advisors, LLC 0.11% Add +9.1% 25,857 $1.9M
Eastern Bank 0.04% Reduce -6.7% 25,715 $1.9M
Clearstead Trust, LLC 0.42% New 25,663 $1.9M
Investment Advisory Group, LLC 0.63% Add +2.6% 25,530 $1.9M
Evergreen Capital Management LLC 0.06% Reduce -21.3% 25,512 $1.9M
Westside Investment Management, Inc. 0.40% Reduce -0.8% 25,480 $1.9M
Beaumont Financial Advisors, LLC 0.15% Add +0.5% 25,418 $1.9M
Stewardship Advisors, LLC 0.50% Add +10.2% 25,358 $1.9M
Northwest Financial Advisors 1.54% Add +2.7% 25,317 $1.9M
Fiducient Advisors LLC 0.23% Reduce -96.1% 25,298 $1.9M
Plum Street Advisors, LLC 0.89% Reduce -10.5% 25,235 $1.9M
Western Wealth Management, LLC 0.12% Reduce -1.2% 25,213 $1.9M
Empower Advisory Group, LLC 0.01% Reduce -14.9% 25,164 $1.8M
Dohj, LLC 0.42% New 25,113 $1.8M
Net Worth Advisory Group 0.57% Reduce -29.0% 24,516 $1.8M
United Advisor Group, LLC 0.37% Add +7.2% 24,423 $1.8M
Eley Financial Management, Inc 0.72% Reduce -3.8% 24,415 $1.8M
Cibc World Market Inc. 0.00% Reduce -77.1% 24,371 $1.8M
Marotta Asset Management 0.35% Reduce -3.1% 23,816 $1.8M
UNIVEST FINANCIAL Corp 0.12% Reduce -63.7% 24,304 $1.8M
Traveka Wealth, LLC 1.00% Add +16.9% 24,244 $1.8M
RFP Financial Group LLC 0.71% Reduce -0.4% 24,075 $1.8M
Allodium Investment Consultants, LLC 1.30% Add +6.7% 24,048 $1.8M
Red Tortoise LLC 0.91% Add +0.3% 23,869 $1.8M
Blue Oak Capital, LLC 0.97% Add +80.1% 23,857 $1.8M
Accredited Wealth Management, LLC 1.48% Reduce -0.5% 23,809 $1.7M
Flagship Private Wealth, LLC 0.83% Reduce -10.6% 23,764 $1.7M
Innealta Capital, LLC 0.95% Reduce -9.6% 23,753 $1.7M
SouthState Bank Corp 0.08% Add +32533.3% 23,496 $1.7M
Accelerate Investment Advisors LLC 1.44% Reduce -1.1% 23,471 $1.7M
Arrow Financial Corp 0.19% Add +0.2% 23,393 $1.7M
Capital Insight Partners, LLC 0.30% Add +2.8% 23,316 $1.7M
Integrity Wealth Solutions LLC 0.93% Reduce -17.2% 23,273 $1.7M
Financial Counselors Inc. 0.03% Reduce -3.7% 23,256 $1.7M
TABR Capital Management, LLC 1.77% Add +1.3% 23,090 $1.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -10.7% 23,085 $1.7M
Shakespeare Wealth Management, LLC 0.45% Reduce -11.6% 22,878 $1.7M
Ted Buchan & Co 0.79% Add +26.7% 22,862 $1.7M
Guardian Asset Advisors, LLC 1.09% Add +2.6% 22,799 $1.7M
William Mack & Associates, Inc. 1.43% Reduce -5.7% 22,723 $1.7M
Cypress Point Wealth Management, LLC 0.53% Add +4.1% 22,535 $1.7M
Aegis Wealth Management LLC 0.97% Add +17.8% 22,399 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -37.9% 22,288 $1.6M
RBA Wealth Management, LLC 0.64% Add +13.4% 22,142 $1.6M
Sovran Advisors, LLC 0.21% Add +87.7% 22,370 $1.6M
Passive Capital Management, LLC. 0.51% Add +12.3% 21,984 $1.6M
Strategic Investment Management, LLC 0.64% No change 21,840 $1.6M
Joel Adams & Associates, Inc. 1.44% Add +7.1% 21,737 $1.6M
Fort Henry Capital, LLC 1.14% Add +16.6% 21,694 $1.6M
Southland Equity Partners LLC 0.37% Add +7.5% 21,690 $1.6M
HBW Advisory Services LLC 0.23% Reduce -13.8% 21,660 $1.6M
Diversified Enterprises, LLC 0.13% New 21,600 $1.6M
Seldon Capital LP 1.00% No change 21,582 $1.6M
Steel Grove Capital Advisors, LLC 0.24% Reduce -9.4% 21,493 $1.6M
Webster Bank, N. A. 0.17% Add +801.7% 21,470 $1.6M
Mission Creek Capital Partners, Inc. 0.38% Reduce -2.5% 21,451 $1.6M
Bell Investment Advisors, Inc 0.29% Reduce -0.8% 21,308 $1.6M
Private Trust Co. NA 0.16% Reduce -4.8% 21,145 $1.6M
Cape Cod Five Cents Savings Bank 0.14% No change 20,658 $1.6M
Red Wave Investments LLC 0.56% Reduce -14.7% 21,066 $1.5M
Flagship Harbor Advisors, LLC 0.08% Reduce -5.2% 20,913 $1.5M
Level Four Advisory Services, LLC 0.06% Reduce -14.3% 20,877 $1.5M
Founders Financial Securities LLC 0.13% Reduce -12.8% 20,882 $1.5M
MBA Advisors LLC 0.75% Add +5.0% 20,724 $1.5M
Legacy Capital Wealth Partners, LLC 0.37% Reduce -9.5% 20,670 $1.5M
Conquis Financial LLC 1.57% Add +12.7% 20,655 $1.5M
Hohimer Wealth Management, LLC 0.30% Reduce -25.9% 20,558 $1.5M
First Citizens Financial Corp 0.84% Add +0.2% 20,305 $1.5M
Edge Financial Advisors LLC 0.94% New 20,274 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.70% Add +14.9% 20,209 $1.5M
Endowment Wealth Management, Inc. 0.95% Add +4.8% 20,011 $1.5M
Apeiron RIA LLC 0.44% Add +6.9% 19,972 $1.5M
Chicago Capital, LLC 0.04% New 19,772 $1.5M
MN Wealth Advisors, LLC 0.85% Reduce -3.9% 19,627 $1.4M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -4.5% 19,567 $1.4M
Heritage Financial Services, LLC 0.14% Add +23.6% 19,507 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.30% Reduce -15.6% 19,479 $1.4M
Synergy Investment Management, LLC 0.60% Add +11.5% 19,423 $1.4M
Acas, LLC 1.08% Reduce -5.0% 19,476 $1.4M
Wealth Group Ltd 0.42% Reduce -0.4% 19,360 $1.4M
Truepoint, Inc. 0.04% Add +30.7% 19,357 $1.4M
Nations Financial Group Inc, /Ia/ 0.11% Add +4.7% 19,240 $1.4M
Cahaba Wealth Management, Inc. 0.12% Add +0.5% 19,151 $1.4M
Brookwood Investment Group LLC 0.24% — 19,099 $1.4M
Pioneer Wealth Management Group 0.60% — 19,038 $1.4M
WASHINGTON TRUST Co 0.05% Reduce -2.8% 19,035 $1.4M
Gryphon Financial Partners LLC 0.21% Add +8.9% 19,005 $1.4M
Cumberland Advisors Inc. 0.63% Add +45.4% 19,005 $1.4M
Creekside Partners 0.73% Reduce -6.6% 18,862 $1.4M
Independent Wealth Network Inc. 0.55% Add +9.8% 18,831 $1.4M
Northwest Capital Management Inc 0.57% Add +0.0% 18,824 $1.4M
AQR Capital Management 0.00% Add +0.0% 18,728 $1.4M
Keystone Wealth Services, LLC 0.37% Add +1.7% 18,696 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.58% Reduce -29.2% 18,684 $1.4M
Orleans Capital Management Corp. 0.81% Add +4.2% 18,675 $1.4M
Cumberland Partners Ltd 0.11% Reduce -16.1% 18,640 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +0.8% 18,612 $1.4M
Applied Capital LLC 0.67% Reduce -64.5% 18,603 $1.4M
Legacy Financial Strategies, LLC 0.30% Reduce -3.3% 18,427 $1.4M
American Trust 0.33% Reduce -47.3% 18,422 $1.4M
Meridian Wealth Partners, LLC 0.22% Add +1.2% 18,371 $1.3M
NBT Bank, N.A. 0.10% Reduce -1.8% 18,365 $1.3M
Money Concepts Capital Corp. 0.10% Reduce -15.8% 18,360 $1.3M
Jump Financial, LLC 0.02% Add +437.6% 18,358 $1.3M
Talon Private Wealth, LLC 0.18% Add +154.4% 18,341 $1.3M
Simplicity Wealth,LLC 0.10% Add +251.6% 18,250 $1.3M
Fairway Wealth LLC 0.49% Add +46.8% 18,162 $1.3M
Centurion Wealth Management LLC 0.41% No change 18,434 $1.3M
WealthCare Investment Partners, LLC 0.56% Add +2.4% 18,140 $1.3M
Goelzer Investment Management, Inc. 0.08% No change 17,719 $1.3M
Diversified Portfolios, Inc. 0.14% Reduce -54.2% 17,518 $1.3M
Evoke Wealth, LLC 0.03% Add +88.9% 17,469 $1.3M
May Hill Capital, LLC 0.48% Add +0.9% 17,380 $1.3M
St Germain D J Co. Inc. 0.06% Add +89.7% 17,360 $1.3M
Prostatis Group LLC 0.40% Reduce -18.8% 17,359 $1.3M
Fiduciary Group, LLC 0.13% Add +14.4% 17,313 $1.3M
B & T Capital Management DBA Alpha Capital Management 0.24% Add +7.0% 17,247 $1.3M
Long Run Wealth Advisors, LLC 0.29% Add +1.7% 17,202 $1.3M
VestGen Investment Management 0.95% Reduce -7.0% 17,183 $1.3M
Cascade Investment Group, Inc. 0.97% Add +5.7% 17,137 $1.3M
Perennial Investment Advisors, LLC 0.14% Add +1.9% 17,079 $1.3M
Capital Planning Advisors, LLC 0.19% Reduce -1.0% 17,001 $1.2M
Archer Investment Corp 0.32% Add +1.7% 16,997 $1.2M
Squire Investment Management Company, LLC 0.52% No change 16,978 $1.2M
Burton Enright Welch 0.25% Add +0.2% 16,963 $1.2M
Wealthstream Advisors, Inc. 0.23% Add +1.0% 16,850 $1.2M
Websterrogers Financial Advisors, LLC 0.42% Add +12.4% 16,790 $1.2M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -14.4% 16,486 $1.2M
Avidian Wealth Enterprises, LLC 0.05% Add +48.0% 16,436 $1.2M
Strategic Financial Planning, Inc. 0.83% Add +0.6% 16,415 $1.2M
Mayport, LLC 0.33% Reduce -9.0% 16,409 $1.2M
Integrity Alliance, Llc. 0.05% New 16,397 $1.2M
Avion Wealth 0.31% No change 16,741 $1.2M
MorganRosel Wealth Management, LLC 0.36% Add +6.8% 16,348 $1.2M
Silverleafe Capital Partners, LLC 0.41% Reduce -0.1% 16,346 $1.2M
AdvisorNet Financial, Inc 0.09% Add +7.0% 16,247 $1.2M
Wedbush Securities Inc. 0.04% Reduce -32.1% 16,238 $1.2M
Sincerus Advisory, LLC 1.26% Add +3.5% 16,217 $1.2M
Investment Research & Advisory Group, Inc. 0.49% Add +8.0% 16,019 $1.2M
International Assets Investment Management, LLC 0.10% Add +24.4% 16,003 $1.2M
Life Planning Partners, Inc 1.06% Reduce -10.6% 15,875 $1.2M
Martin Worley Group 0.66% Reduce -8.1% 15,847 $1.2M
VERITY Wealth Advisors 0.86% Add +0.5% 15,834 $1.2M
Novem Group 0.16% Add +554.9% 15,771 $1.2M
Factor Wealth Management LTD 0.36% Reduce -1.9% 15,765 $1.2M
M Holdings Securities, Inc. 0.19% Add +12.6% 15,709 $1.2M
Seven Mile Advisory 0.77% Reduce -11.2% 15,615 $1.1M
Caldwell Trust Co 0.12% Add +5.5% 15,573 $1.1M
Grey Fox Wealth Advisors, LLC 0.30% Reduce -38.3% 15,410 $1.1M
Symphony Financial, Ltd. Co. 0.66% Reduce -81.4% 15,603 $1.1M
Timonier Family Office, LTD. 0.49% Reduce -5.7% 15,240 $1.1M
GW&K Investment Management, LLC 0.01% Add +29.1% 15,118 $1.1M
Lodestone Wealth Management LLC 0.59% Reduce -6.2% 15,108 $1.1M
Wealth Management Nebraska 0.17% Reduce -18.4% 15,102 $1.1M
Pinnacle Family Advisors, LLC 0.60% New 15,101 $1.1M
Private Capital Management, LLC 0.12% New 15,092 $1.1M
Hemington Wealth Management 0.17% Reduce -8.6% 15,008 $1.1M
BCGM Wealth Management, LLC 0.34% Add +6.2% 14,851 $1.1M
FSA Wealth Management LLC 0.46% Add +0.2% 14,841 $1.1M
Florida Financial Advisors, LLC 0.43% Add +348.9% 14,805 $1.1M
Family Wealth Partners, LLC 0.50% Add +4.1% 14,770 $1.1M
PFC Capital Group, Inc. 0.55% New 14,749 $1.1M
Absolute Capital Management, LLC 0.62% Add +1.2% 14,643 $1.1M
Private Wealth Management Group, LLC 0.40% Add +0.1% 14,626 $1.1M
Arax Advisory Partners 0.07% Reduce -4.8% 14,586 $1.1M
Aspire Private Capital, LLC 0.26% Reduce -2.0% 14,486 $1.1M
Main Street Financial Solutions, LLC 0.09% Reduce -32.3% 14,412 $1.1M
First Pacific Financial 0.21% Add +155.7% 14,400 $1.1M
Hendershot Investments Inc. 0.14% Reduce -1.8% 14,335 $1.1M
Ashton Thomas Securities, LLC 0.29% Reduce -1.3% 14,285 $1.0M
Graypoint LLC 0.06% Reduce -18.0% 13,972 $1.0M
Decker Retirement Planning Inc. 0.64% Reduce -1.4% 13,912 $1.0M
Lakeridge Wealth Management LLC 0.51% Add +0.2% 13,903 $1.0M
Ruedi Wealth Management, Inc. 0.32% Add +17.4% 13,779 $1.0M
Catalyst Financial Partners LLC 0.19% Add +1.1% 13,735 $1.0M
Finward Bancorp 0.87% Reduce -18.1% 13,719 $1.0M
First National Trust Co 0.04% Add +0.3% 13,685 $1.0M
National Wealth Management Group, LLC 0.66% Reduce -1.1% 13,670 $1.0M
Sharp Wealth Advisory, LLC 0.77% Add +3.5% 13,611 $1000K
Legacy Advisors, LLC 0.10% No change 13,603 $999K
Uptick Partners, LLC 0.34% Add +2.4% 13,551 $995K
Pinnacle Wealth Planning Services, Inc. 0.15% Add +12.2% 13,510 $992K
GTS Securities LLC 0.04% New 13,413 $985K
Linscomb Wealth, Inc. 0.05% Add +20.3% 13,331 $979K
Coordinated Financial Services, Inc. 0.76% — 13,318 $978K
New Republic Capital, LLC 0.42% New 13,267 $974K
Topel & Distasi Wealth Management, LLC 0.45% Reduce -5.7% 13,124 $964K
Piedmont Capital Management, LLC 0.69% Reduce -0.3% 13,285 $963K
Crestwood Advisors Group, LLC 0.02% Add +33.2% 13,091 $962K
Medallion Wealth Advisors, LLC 0.44% Reduce -9.4% 13,086 $961K
Leo Wealth, LLC 0.14% Reduce -0.4% 13,040 $958K
PFG Investments, LLC 0.06% Reduce -14.0% 13,002 $955K
HM Payson & Co. 0.02% Reduce -12.4% 12,985 $954K
Horizon Investment Services, LLC 0.46% Reduce -7.3% 12,960 $952K
Smith, Moore & Co. 0.09% Add +194.3% 12,917 $949K
Fiduciary Advisors, Inc. 0.93% Add +2.9% 12,863 $945K
Power Wealth Management LLC 0.38% Reduce -31.4% 12,863 $945K
Equity Investment Corp. 0.02% Add +15.3% 12,750 $936K
Lion Street Advisors, LLC 0.30% Reduce -3.0% 12,741 $936K
Bryant Woods Investment Advisors, LLC 0.45% Add +0.6% 12,733 $935K
Kingswood Wealth Advisors, LLC 0.09% Reduce -32.7% 12,729 $935K
Sims Investment Management, LLC 0.42% Add +134.7% 12,727 $935K
Schmidt P J Investment Management Inc. 0.17% Add +0.0% 12,697 $933K
SilverOak Wealth Management LLC 0.20% Reduce -0.2% 12,680 $931K
Garrison Point Advisors, LLC 0.45% Add +26.1% 12,653 $929K
Clear Creek Financial Management, LLC 0.10% Reduce -36.9% 12,645 $929K
Sloy Dahl & Holst, LLC 0.16% Add +13.0% 12,528 $920K
Three Seasons Wealth, LLC 0.46% Add +48.0% 12,506 $919K
HUB Investment Partners, LLC 0.04% Add +4.0% 12,440 $914K
Arete Wealth Advisors, LLC 0.07% Add +7.6% 12,434 $913K
Daymark Wealth Partners, LLC 0.04% Add +78.4% 12,427 $913K
IFG Advisory, LLC 0.05% Reduce -7.8% 12,407 $911K
Sovereign Financial Group, Inc. 0.21% Reduce -1.8% 12,382 $909K
Welch & Forbes LLC 0.01% No change 12,373 $909K
Hardin Capital Partners, LLC 0.55% Add +0.0% 12,300 $903K
Larson Financial Group LLC 0.04% Reduce -5.7% 12,162 $893K
Keystone Global Partners, LLC 0.62% — 12,103 $889K
Wick Capital Partners, LLC 0.26% Add +5.1% 12,011 $882K
Advisor Resource Council 0.07% Add +124.2% 11,969 $879K
eCIO, Inc. 0.35% — 11,915 $875K
Hopwood Financial Services, Inc. 0.67% Reduce -22.2% 11,859 $871K
Pinnacle Financial Group, LLC / IL 0.32% Add +56.3% 11,831 $867K
Wheelhouse Advisory Group LLC 0.49% Add +7.8% 11,752 $863K
BayBridge Capital Group, LLC 0.62% New 11,744 $863K
Claro Advisors Inc. 0.11% Reduce -26.2% 11,677 $858K
Sandbox Financial Partners, LLC 0.30% Add +1.4% 11,636 $855K
Novak & Powell Financial Services, Inc. 0.53% Reduce -23.1% 11,619 $853K
Sellwood Investment Partners LLC 0.45% Add +51.9% 11,615 $853K
WCG Wealth Advisors LLC 0.06% Reduce -35.2% 11,550 $848K
Clark Asset Management, LLC 0.14% Reduce -53.9% 11,533 $847K
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.4% 11,440 $840K
Thrive Capital Management, LLC 0.50% Reduce -23.7% 11,260 $836K
United Capital Financial Advisors, LLC 0.01% Reduce -28.7% 11,322 $832K
Oregon Pacific Wealth Management, LLC 0.83% Reduce -1.0% 11,244 $826K
Sage Financial Group Inc. 0.07% Reduce -1.6% 11,222 $824K
American Investment Services, Inc. 0.14% Reduce -8.0% 11,199 $823K
S.A. Mason LLC 0.43% Add +77.0% 11,193 $822K
Christensen, King & Associates Investment Services, Inc. 0.39% Reduce -1.6% 11,139 $814K
Sequent Planning LLC 0.29% Reduce -15.0% 11,079 $814K
Aua Capital Management, LLC 0.53% No change 11,005 $808K
Insigneo Advisory Services, LLC 0.08% Reduce -56.5% 10,962 $805K
Addison Advisors LLC 0.22% Add +9.4% 10,948 $804K
JMG Financial Group, Ltd. 0.03% Add +84.4% 10,859 $798K
Conrad Siegel Investment Advisors, Inc. 0.20% Reduce -2.0% 10,803 $793K
Journey Strategic Wealth LLC 0.03% Add +0.9% 10,770 $791K
Cedar Mountain Advisors, LLC 0.18% No change 10,768 $791K
Cyndeo Wealth Partners, LLC 0.05% Reduce -1.6% 10,739 $789K
LJI Wealth Management, LLC 0.16% Add +37.6% 10,620 $780K
Institute for Wealth Management, LLC. 0.10% Reduce -0.3% 10,590 $778K
Argonautica Private Wealth Management, Inc. 0.27% Reduce -11.6% 10,562 $776K
Optivise Advisory Services LLC 0.43% Reduce -4.6% 10,542 $774K
Penobscot Wealth Management 0.32% Reduce -52.1% 10,518 $773K
Compass Capital Corp. /Ma/ 0.40% Reduce -41.9% 10,566 $764K
Cordgrass Capital Advisors, LLC 0.22% Add +42.1% 10,386 $763K
Beacon Wealthcare LLC 0.31% No change 10,356 $761K
Security National Bank of Sioux City Iowa 0.55% Add +8.5% 10,350 $760K
Roberts Glore & Co. Inc. 0.23% Add +0.1% 10,340 $759K
Impact Capital Partners LLC 0.27% Reduce -14.2% 10,292 $756K
Orcam Financial Group 0.71% Add +0.1% 10,278 $755K
Shorepath Capital Management LLC 0.57% No change 10,275 $755K
Widmann Financial Services, Inc. 0.58% No change 10,218 $751K
Clayton Financial Group LLC 0.27% Add +23.3% 10,170 $747K
Dravo Bay LLC 0.39% Reduce -13.9% 10,136 $744K
Monterey Private Wealth, Inc. 0.22% Add +3.1% 10,128 $744K
Copperleaf Capital, LLC 0.44% Add +76.9% 10,071 $740K
Tme Financial, Inc. 0.64% Add +62.5% 10,024 $736K
McAdam, LLC 0.05% Add +5.4% 9,982 $733K
Friedenthal Financial 0.44% No change 9,966 $732K
Pitti Group Wealth Management, LLC 0.75% Reduce -11.5% 9,952 $731K
Thrivent Financial for Lutherans 0.00% Reduce -63.6% 9,988 $729K
Genesis Private Wealth, LLC 0.39% Add +0.9% 9,919 $729K
Capital Investment Advisors, LLC 0.01% Reduce -55.9% 9,896 $727K
McLean Asset Management Corp 0.24% Add +0.4% 9,988 $724K
Plan A Wealth LLC 0.55% Reduce -4.2% 9,728 $715K
Red Crane Wealth Management, LLC 0.68% No change 9,684 $711K
Sound Income Strategies, LLC 0.04% Add +1905.2% 9,565 $703K
Calton & Associates, Inc. 0.16% Add +177.9% 9,512 $699K
Chesapeake Wealth Management 0.25% Add +3.5% 9,500 $698K
BridgePort Financial Solutions, LLC 0.31% Reduce -1.4% 9,485 $697K
Brighton Jones LLC 0.02% Reduce -74.7% 9,485 $697K
HCR Wealth Advisors 0.09% Add +4.8% 9,446 $694K
Myecfo, LLC 0.37% No change 9,444 $694K
Ancora Advisors LLC 0.02% No change 9,434 $693K
Taylor & Morgan Wealth Management, LLC 0.52% Reduce -3.6% 9,418 $692K
Shufro Rose & Co. LLC 0.06% Add +93.3% 9,399 $690K
Fischer Investment Strategies, LLC 0.51% New 9,357 $687K
South Plains Financial, Inc. 0.53% Add +8.4% 9,336 $686K
Moneco Advisors, LLC 0.07% Reduce -6.6% 9,285 $682K
SeaCrest Wealth Management, LLC 0.08% Reduce -6.4% 9,268 $681K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -3.0% 9,254 $680K
Pacific Financial Group Inc. 0.55% Reduce -0.8% 9,240 $679K
Traynor Capital Management, Inc. 0.06% Reduce -3.1% 9,221 $677K
Fund Evaluation Group, LLC 0.03% Add +40.1% 9,215 $677K
Riverpoint Wealth Management Holdings, LLC 0.17% Add +5.4% 9,210 $676K
Country Club Bank 0.05% Add +28.1% 9,179 $673K
Savvy Advisors, Inc. 0.07% New 9,079 $667K
Lifeworks Advisors, LLC 0.11% Reduce -21.6% 9,051 $665K
Arlington Trust Co LLC 0.14% Add +28.4% 9,040 $664K
My Personal CFO, LLC 0.33% Reduce -0.5% 9,039 $664K
Marion Wealth Management 0.18% Add +1.2% 9,035 $664K
Colonial Trust Co / SC 0.10% Add +4.7% 8,957 $658K
Wealth Effects LLC 0.28% Add +0.4% 8,941 $657K
Regal Investment Advisors LLC 0.05% Reduce -0.6% 8,919 $655K
Opulen Financial Group LLC 0.59% Reduce -3.6% 8,908 $654K
Blue Barn Wealth, LLC 0.34% Reduce -4.3% 8,821 $648K
TOWER TRUST & INVESTMENT Co 0.52% — 8,813 $648K
Sonata Capital Group Inc. 0.28% No change 8,791 $646K
Strategy Asset Managers LLC 0.13% Reduce -42.5% 8,776 $645K
Texas Bank & Trust Co 0.27% Reduce -6.2% 8,737 $642K
New Century Financial Group, LLC 0.74% Reduce -19.1% 8,691 $638K
Twin Peaks Wealth Advisors, LLC 0.29% Reduce -39.4% 8,771 $637K
Richardson Financial Services Inc. 0.48% Add +4.3% 8,644 $635K
Hill Investment Group Partners, LLC 0.09% Reduce -1.1% 8,618 $633K
Cape Investment Advisory, Inc. 0.25% Add +3.3% 8,606 $632K
FSA Advisors, Inc. 0.50% Add +68.5% 8,588 $631K
Thomasville National Bank 0.05% No change 8,563 $629K
Retirement Wealth Solutions LLC 0.51% Add +3.1% 8,545 $628K
Key Financial Inc 0.14% Reduce -1.6% 8,527 $626K
Optima Capital LLC 0.40% Reduce -1.4% 8,472 $622K
Callan Family Office, LLC 0.05% No change 8,467 $622K
Fortress Financial Solutions, LLC 0.89% Reduce -65.6% 8,389 $616K
Planning Alternatives Ltd. 0.09% Add +0.6% 8,380 $616K
Nicholas Hoffman & Company, LLC. 0.02% Add +1.4% 8,355 $614K
Robinswood Financial LLC 0.23% Reduce -0.1% 8,330 $612K
STAR Financial Bank 0.44% Reduce -2.1% 8,270 $607K
Rossby Financial, LCC 0.26% Reduce -11.1% 8,291 $607K
Belpointe Asset Management LLC 0.03% Reduce -18.1% 8,246 $606K
Sand Hill Global Advisors, LLC 0.02% Add +34.7% 8,228 $604K
First American Trust, FSB 0.06% Reduce -30.8% 8,174 $600K
Capital Analysts, LLC 0.02% Add +118.1% 8,144 $598K
Bull Street Advisors, LLC 0.28% Add +8.8% 8,100 $595K
Sterling Financial Planning, Inc. 0.22% Add +0.2% 8,086 $594K
Evelyn Partners Asset Management Ltd 0.16% Add +0.2% 8,044 $591K
Procyon Advisors, LLC 0.04% Add +6.0% 8,014 $589K
Wedmont Private Capital 0.03% Reduce -27.5% 8,170 $588K
Lazari Capital Management, Inc. 0.24% Add +12.2% 7,983 $586K
Financial Insights, Inc. 0.23% Reduce -24.2% 7,963 $585K
Rock Point Advisors, LLC 0.18% No change 7,955 $584K
Ascentis Independent Advisors 0.12% Reduce -2.6% 7,949 $584K
Aries Wealth Management 0.16% No change 7,940 $583K
Modus Advisors, LLC 0.19% Reduce -0.6% 7,906 $581K
Baldwin Wealth Partners LLC 0.04% Reduce -86.5% 7,904 $581K
Schwallier Wealth Management LLC 0.43% Reduce -92.1% 7,902 $580K
Wise Wealth Partners 1.39% Reduce -0.3% 7,899 $580K
Madden Advisory Services, Inc. 0.27% Add +2.8% 7,895 $580K
Invst, LLC 0.08% Add +169.2% 7,894 $580K
Fortitude Advisory Group L.L.C. 0.41% Add +0.4% 7,928 $577K
Archvest Wealth Advisors, Inc. 0.48% Reduce -34.2% 7,855 $577K
Successful Portfolios LLC 0.39% No change 7,806 $573K
TFB Advisors LLC 0.17% Reduce -0.1% 7,795 $573K
Access Financial Services, Inc. 0.23% Add +0.8% 7,760 $570K
GPS Wealth Strategies Group, LLC 0.08% Add +0.5% 7,738 $568K
Burney Co./ 0.02% Reduce -25.2% 7,675 $564K
Zacks Investment Management 0.01% Add +40.5% 7,653 $562K
Palisade Asset Management, LLC 0.06% Reduce -0.9% 7,650 $562K
Manske Wealth Management 0.21% Reduce -4.5% 7,636 $561K
Balboa Wealth Partners 0.14% New 7,631 $560K
Cordant, Inc. 0.29% Add +18.9% 7,597 $558K
Tradewinds, LLC. 0.16% Reduce -52.4% 7,585 $557K
Bond & Devick Financial Network, Inc. 0.20% Add +15.1% 7,545 $554K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.4% 7,500 $551K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -15.6% 7,456 $548K
CWS Financial Advisors, LLC 0.17% Reduce -1.8% 7,440 $546K
Williams Jones Wealth Management, LLC. 0.01% Add +25.9% 7,391 $543K
Verum Partners LLC 0.15% Reduce -0.6% 7,375 $542K
Kiker Wealth Management, LLC 0.37% Reduce -3.0% 7,371 $541K
Wayfinding Financial, LLC 0.24% New 7,375 $541K
BWM Planning, LLC 0.23% Reduce -0.1% 7,362 $541K
Disciplined Investors, L.L.C. 0.49% Add +33.2% 7,356 $540K
TPG Advisors LLC 0.42% Reduce -66.0% 7,337 $539K
Weitzel Financial Services, Inc. 0.26% Add +1.0% 7,305 $539K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -5.7% 7,319 $538K
Redwood Park Advisors LLC 0.45% Reduce -5.3% 7,310 $537K
SMI Advisory Services, LLC 0.12% Add +19.6% 7,327 $534K
Joel Isaacson & Co., LLC 0.02% Add +7.0% 7,262 $533K
Full Sail Capital, LLC 0.03% Add +2.9% 7,177 $527K
Citizens Financial Group Inc. 0.01% Add +128.8% 7,125 $523K
Strategic Blueprint, LLC 0.03% Add +6.6% 7,112 $522K
Carolinas Wealth Consulting LLC 0.11% Add +0.6% 7,093 $521K
Truefg, LLC 0.17% Add +1.1% 7,049 $518K
Falcon Wealth Planning 0.06% New 7,041 $517K
Aldebaran Financial Inc. 0.63% Add +22.7% 7,023 $516K
Rodgers Brothers Inc. 0.07% No change 7,000 $514K
Performance Wealth Partners, LLC 0.02% Add +69.2% 6,986 $513K
Covestor Ltd 0.34% Reduce -4.5% 6,979 $513K
Keybank National Association 0.00% Reduce -67.9% 6,981 $513K
Clark Capital Management Group, Inc. 0.00% New 6,967 $512K
Schwarz Dygos Wheeler Investment Advisors LLC 0.12% Add +5.1% 6,957 $511K
Members Trust Co 0.02% New 6,943 $510K
Barrett & Company, Inc. 0.22% Add +1.7% 6,886 $506K
Retirement Capital Strategies 0.20% Reduce -1.1% 6,839 $502K
Apollon Financial, LLC 0.12% Add +4.3% 6,836 $502K
Napatree Capital LLC 0.28% No change 6,819 $501K
Golden State Wealth Management, LLC 0.07% Add +1336.1% 6,807 $500K
Fermata Advisors, LLC 0.09% Reduce -52.6% 6,800 $499K
Davis R M Inc. 0.01% Reduce -2.2% 6,782 $498K
Abacus Planning Group, Inc. 0.09% No change 6,760 $497K
Freestone Capital Holdings, LLC 0.02% Reduce -9.9% 6,737 $495K
Martel Wealth Advisors LLC 0.10% Reduce -97.2% 6,727 $494K
Northeast Financial Group, Inc. 0.18% Reduce -14.8% 6,722 $494K
Opes Wealth Management LLC 0.10% Add +10.4% 6,712 $493K
Cooper Financial Group 0.06% Add +50.9% 6,708 $493K
Awm Capital, LLC 0.06% Reduce -4.2% 6,691 $491K
Clarity Capital Advisors, LLC 0.32% Reduce -2.4% 6,678 $491K
Callan Capital, LLC 0.04% New 6,654 $489K
Abound Wealth Management 0.16% Reduce -3.3% 6,601 $485K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +0.0% 6,606 $484K
SAM Advisors, LLC 0.18% Reduce -32.8% 6,561 $482K
Hanson & Doremus Investment Management 0.07% Add +38.3% 6,536 $480K
WoodTrust Financial Corp 0.07% Add +41.0% 6,512 $478K
Whitaker-Myers Wealth Managers, LTD. 0.13% Reduce -36.7% 6,499 $477K
Ally Invest Advisors Inc. 0.04% Reduce -22.0% 6,452 $474K
Certified Advisory Corp 0.05% Reduce -27.4% 6,430 $472K
Estate Counselors, LLC 0.05% Add +34.2% 6,430 $472K
LexAurum Advisors, LLC 0.09% Add +34.6% 6,428 $472K
King Wealth Management Group 0.07% Reduce -7.7% 6,431 $472K
2UniFi Bank 0.30% Add +84.7% 6,382 $470K
CVA Family Office, LLC 0.07% Add +35.6% 6,385 $469K
Kraft, Davis & Associates, LLC 0.15% Reduce -12.0% 6,424 $465K
Elevated Capital Advisors, LLC 0.13% Reduce -13.3% 6,330 $465K
Cable Hill Partners, LLC 0.05% No change 6,322 $465K
Fort Point Capital Partners LLC 0.05% Add +33.1% 6,313 $464K
CFO4Life Group, LLC 0.08% Reduce -27.5% 6,289 $462K
Bright Futures Wealth Management, LLC. 0.51% Reduce -3.1% 6,378 $461K
Latitude Advisors, LLC 0.27% Reduce -18.4% 6,215 $456K
Paragon Advisors, LLC 0.17% New 6,212 $456K
USAdvisors Wealth Management, LLC 0.16% Reduce -20.6% 6,190 $454K
Mustard Seed Financial, LLC 0.36% Reduce -4.3% 6,168 $453K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 6,172 $453K
WPG Advisers, LLC 0.42% Add +40.4% 6,148 $452K
Schechter Investment Advisors, LLC 0.04% Add +29.5% 6,118 $449K
Lanark Financial, Inc. 0.04% — 6,104 $448K
Capital Group Private Client Services, Inc. 0.00% No change 6,053 $445K
Stegner Investment Associates Inc. 0.31% Add +3.9% 6,029 $443K
Post Resch Tallon Group Inc. 0.45% Reduce -8.8% 6,017 $442K
Axis Wealth Partners, LLC 0.33% Reduce -7.7% 6,001 $441K
5T Wealth, LLC 0.25% Reduce -47.3% 5,987 $440K
Aveo Capital Partners, LLC 0.07% Add +2.2% 6,032 $440K
NorthRock Partners, LLC 0.01% Add +28.4% 5,987 $440K
Good Life Advisors, LLC 0.03% Add +5.9% 5,945 $437K
San Luis Wealth Advisors LLC 0.10% Reduce -0.9% 5,933 $436K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -33.5% 5,906 $434K
American Capital Advisory, LLC 0.23% Reduce -2.5% 5,897 $433K
Centric Wealth Management 0.11% New 5,896 $433K
NorthLanding Financial Partners, LLC 0.42% Reduce -1.3% 5,846 $429K
Collaborative Wealth Managment Inc. 0.20% Reduce -20.4% 5,810 $427K
Vision Financial Markets LLC 0.46% No change 5,796 $426K
ARK & TLK Investments, LLC 0.15% Reduce -1.5% 5,790 $425K
Insight Wealth Partners, LLC 0.26% New 5,787 $425K
Papamarkou Wellner Asset Management inc. 0.30% No change 5,780 $425K
Hoxton Planning & Management, LLC 0.16% Reduce -29.4% 5,756 $423K
Versant Capital Management, Inc 0.07% Add +18.5% 5,746 $422K
MidAtlantic Capital Management, Inc. 0.33% No change 5,744 $422K
Freedom Investment Management, Inc. 0.04% Add +25.0% 5,740 $422K
Francis Financial, Inc. 0.10% No change 5,730 $421K
Forum Financial Management, LP 0.01% Reduce -1.1% 5,713 $420K
Accurate Wealth Management, LLC 0.08% Reduce -0.0% 5,774 $416K
Beaird Harris Wealth Management, LLC 0.04% Reduce -18.5% 5,647 $415K
Brand Asset Management Group, Inc. 0.17% Add +3.5% 5,594 $411K
Clarity Capital Partners LLC 0.17% Add +0.9% 5,577 $410K
Pallas Capital Advisors LLC 0.02% Reduce -98.7% 5,555 $408K
Brave Asset Management Inc. 0.13% No change 5,534 $406K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 5,526 $406K
LRI Investments, LLC 0.04% Reduce -2.2% 5,481 $403K
Vivid Wealth Management, LLC 0.20% Reduce -19.4% 5,477 $402K
Lodestar Private Asset Management LLC 0.05% Reduce -2.1% 5,472 $402K
Trinity Wealth Management, LLC 0.18% Add +22.8% 5,463 $401K
Sterling Investment Advisors, Ltd. 0.10% No change 5,405 $397K
Summit Asset Management, LLC 0.07% Reduce -6.8% 5,353 $393K
Little House Capital LLC 0.11% New 5,348 $393K
SOA Wealth Advisors, LLC. 0.08% Add +0.4% 5,334 $392K
Sheets Smith Wealth Management 0.05% Reduce -0.8% 5,323 $391K
Pillar Financial Advisors, LLC 0.29% Reduce -4.5% 5,291 $389K
Ieq Capital, LLC 0.00% New 5,273 $387K
Consolidated Portfolio Review Corp 0.06% Add +10.9% 5,224 $384K
Brighton Securities Corp. 0.19% Reduce -15.1% 5,203 $382K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.6% 5,198 $382K
Rockingstone Advisors LLC 0.17% No change 5,190 $381K
Insight Advisors, LLC/ PA 0.07% Reduce -16.2% 5,155 $379K
LongView Wealth Management 0.11% Add +18.9% 5,147 $378K
RCS Financial Planning, LLC 0.20% Reduce -26.6% 5,131 $377K
Anchor Capital Advisors LLC 0.01% Add +10.9% 5,100 $375K
Archer Investment Management, LLC 0.26% Reduce -10.0% 5,096 $374K
City National Bank of Florida 0.34% No change 5,090 $374K
Waterloo Capital, L.P. 0.03% Add +48.3% 5,087 $374K
Cullen/Frost Bankers, Inc. 0.01% Add +25.7% 5,072 $373K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -10.4% 5,052 $371K
Keudell/Morrison Wealth Management 0.09% Reduce -28.2% 5,020 $369K
Wealth Alliance, LLC 0.04% Add +0.2% 5,012 $368K
Virtue Capital Management, LLC 0.04% New 4,989 $366K
CIBC Private Wealth Group LLC 0.00% Reduce -21.7% 5,043 $366K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -0.8% 4,961 $364K
Paulson Wealth Management Inc. 0.10% Add +7.3% 4,943 $363K
Blue Fin Capital, Inc. 0.07% Reduce -3.8% 4,922 $362K
SevenBridge Financial Group, LLC 0.07% Reduce -12.3% 4,980 $360K
New Insight Wealth Advisors 0.16% Add +40.1% 4,891 $359K
SeaBridge Investment Advisors LLC 0.08% Reduce -0.9% 4,873 $358K
RAM Investment Partners, LLC 0.09% Reduce -2.9% 4,857 $357K
Moors & Cabot, Inc. 0.02% Reduce -17.6% 4,842 $356K
Capital Advisors Wealth Management, LLC 0.06% Add +0.6% 4,841 $356K
Twelve Points Wealth Management LLC 0.10% New 4,828 $355K
EWG Elevate Inc. 0.13% New 4,784 $351K
Simmons Bank 0.03% Add +9.2% 4,747 $349K
Chilton Capital Management LLC 0.01% Reduce -15.0% 4,734 $348K
Genesee Capital Advisors, LLC 0.17% Reduce -0.1% 4,716 $346K
Moloney Securities Asset Management, LLC 0.05% Add +18.7% 4,713 $346K
Laraway Financial Advisors Inc 0.27% No change 4,700 $345K
Scott & Selber, Inc. 0.11% No change 4,684 $344K
Five Oceans Advisors 0.16% Reduce -2.6% 4,680 $344K
Penobscot Investment Management Company, Inc. 0.03% Add +12.3% 4,620 $339K
Fiduciary Trust Co 0.00% Reduce -28.3% 4,613 $339K
Octavia Wealth Advisors, LLC 0.04% Add +11.9% 4,589 $337K
Headinvest, LLC 0.07% No change 4,588 $337K
Rothschild Investment LLC 0.02% Add +9.0% 4,576 $336K
Venture Visionary Partners LLC 0.01% Add +36.6% 4,570 $336K
Guyasuta Investment Advisors Inc. 0.02% No change 4,570 $336K
Nabity-Jensen Investment Management Inc 0.26% No change 4,537 $333K
Etesian Wealth Advisors, Inc. 0.14% No change 4,532 $333K
Intergy Private Wealth, LLC 0.13% New 4,532 $333K
Wincap Financial LLC 0.32% New 4,526 $332K
Rakuten Investment Management, Inc. 0.00% — 4,533 $332K
NorthStar Asset Management LLC 0.21% Reduce -19.5% 4,512 $331K
Persium Advisors, LLC 0.31% No change 4,499 $330K
Boston Family Office LLC 0.02% Reduce -39.0% 4,490 $330K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.0% 4,490 $330K
SteelPeak Wealth, LLC 0.01% Add +1.1% 4,460 $328K
MKT Advisors LLC 0.15% No change 4,490 $327K
Liberty Wealth Management LLC 0.06% Reduce -6.5% 4,448 $326K
Keener Financial Planning LLC 0.21% Reduce -37.1% 4,440 $326K
Avestar Capital, LLC 0.03% Add +0.4% 4,418 $325K
Oarsman Capital, Inc. 0.06% Reduce -7.3% 4,412 $324K
EnRich Financial Partners LLC 0.11% Add +11.8% 4,378 $322K
MIdWestOne Financial Group, Inc. 0.05% Reduce -1.8% 4,370 $321K
Fortis Capital Advisors, LLC 0.06% Add +42.0% 4,352 $320K
VestGen Advisors, LLC 0.01% — 4,351 $320K
ONE Advisory Partners, LLC 0.14% Reduce -3.0% 4,351 $320K
LM Advisors LLC 0.06% New 4,339 $319K
Mine & Arao Wealth Creation & Management, LLC. 0.16% No change 4,329 $318K
Stonegate Investment Group, LLC 0.01% No change 4,305 $316K
Verus Capital Partners, LLC 0.03% Reduce -45.5% 4,299 $316K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -64.0% 4,258 $313K
McIlrath & Eck, LLC 0.04% Add +0.4% 4,250 $312K
NCM Capital Management, LLC 0.14% Reduce -35.4% 4,238 $311K
Parkshore Wealth Management, Inc. 0.18% Reduce -43.5% 4,234 $311K
VSM Wealth Advisory, LLC 0.11% Add +34.4% 4,233 $311K
Arcadia Wealth Management, Inc. 0.24% Add +4.1% 4,228 $311K
Foundation Wealth Management, LLC\PA 0.15% Reduce -5.3% 4,223 $310K
Verdence Capital Advisors LLC 0.02% Add +9.2% 4,190 $308K
Whitcomb & Hess, Inc. 0.09% Add +5.4% 4,179 $307K
Acorn Financial Advisory Services Inc. 0.06% Reduce -0.7% 4,177 $307K
Ellis Investment Partners, LLC 0.06% Add +0.1% 4,156 $305K
Melfa Wealth Management, Inc. 0.21% Add +1.2% 4,155 $305K
Klingman & Associates, LLC 0.02% New 4,142 $304K
Squarepoint Ops LLC 0.00% New 4,136 $304K
Cornerstone Management, Inc. 0.06% Reduce -0.3% 4,128 $303K
CFC Planning Co LLC 0.33% Reduce -1.5% 4,115 $302K
Financial Partners Group, LLC 0.13% Reduce -8.8% 4,097 $301K
1900 Wealth Management LLC 0.03% Reduce -4.0% 4,087 $300K
Towneley Capital Management, Inc / DE 0.07% New 4,080 $300K
WNY Asset Management, LLC 0.04% Reduce -10.3% 4,077 $299K
Advisor OS, LLC 0.03% Reduce -3.7% 4,068 $299K
Fjell Capital, LLC 0.30% Reduce -23.6% 4,046 $297K
Enclave Advisors LLC 0.05% Add +10.3% 4,003 $294K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +27.0% 4,002 $294K
AllSquare Wealth Management LLC 0.17% Reduce -20.1% 3,974 $292K
Disciplined Investments, LLC 0.13% No change 3,939 $289K
Woodside Wealth Management LLC 0.27% — 3,928 $289K
Elm3 Financial Group, LLC 0.25% New 3,927 $288K
Pacific Asset Management, LLC 0.26% New 3,924 $288K
Cassaday & Co Wealth Management LLC 0.01% Reduce -4.0% 3,924 $288K
Transcend Capital Advisors, LLC 0.02% New 3,916 $288K
Discipline Wealth Solutions, LLC 0.14% Reduce -27.1% 3,897 $286K
Adirondack Trust Co. 0.11% No change 3,875 $285K
L.M. Kohn & Company 0.07% Reduce -7.8% 3,868 $284K
Ignite Planners, LLC 0.06% Add +2.0% 3,883 $284K
Capital Planning LLC 0.08% Reduce -96.8% 3,862 $284K
Lanham O'Dell & Company, Inc. 0.16% No change 3,842 $282K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% Reduce -1.3% 3,800 $277K
Clay Northam Wealth Management, LLC 0.19% Reduce -0.7% 3,762 $276K
Patron Partners, LLC 0.15% Reduce -7.1% 3,744 $275K
Lockerman Financial Group, Inc. 0.41% Reduce -58.3% 3,734 $274K
Woodmont Investment Counsel LLC 0.02% Reduce -0.0% 3,705 $272K
Murphy & Mullick Capital Management Corp 0.26% Reduce -9.3% 3,705 $272K
Elgethun Capital Management 0.06% New 3,688 $271K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.5% 3,686 $271K
Fiera Capital Corp 0.00% No change 3,632 $267K
Cutter & CO Brokerage, Inc. 0.06% Reduce -3.0% 3,557 $261K
Community Bank, N.A. 0.03% Reduce -4.8% 3,545 $260K
Unique Wealth Strategies, LLC 0.12% Add +23.9% 3,541 $260K
Sweeney & Michel, LLC 0.11% — 3,577 $259K
Dimension Capital Management LLC 0.05% No change 3,530 $259K
Grantvest Financial Group LLC 0.21% New 3,524 $259K
Bank of New Hampshire 0.07% Reduce -5.6% 3,524 $259K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.9% 3,522 $259K
Duncker Streett & Co. Inc. 0.05% Reduce -1.9% 3,521 $259K
Koss-Olinger Consulting, LLC 0.02% New 3,515 $258K
World Equity Group, Inc. 0.07% Reduce -44.7% 3,511 $258K
Valley Financial Group, Inc. 0.17% Reduce -3.0% 3,509 $258K
Knights of Columbus Asset Advisors LLC 0.02% No change 3,508 $258K
Mainsail Financial Group, LLC 0.14% New 3,448 $253K
Bank Ozk 0.11% Add +4.1% 3,445 $253K
Warwick Investment Management, Inc. 0.05% Add +0.1% 3,444 $253K
Capstone Wealth Management, LLC 0.25% New 3,432 $252K
Van Hulzen Asset Management, LLC 0.02% Add +0.1% 3,428 $252K
Quotient Wealth Partners, LLC 0.01% Reduce -44.1% 3,408 $250K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +26.3% 3,406 $250K
MRWM Advisors, LLC 0.17% New 3,397 $250K
J Hagan Capital, Inc. 0.20% — 3,465 $249K
Tritonpoint Wealth, LLC 0.02% No change 3,381 $248K
First Manhattan Co. Llc. 0.00% Reduce -31.5% 3,373 $248K
Advisory Alpha, LLC 0.01% Reduce -2.4% 3,369 $247K
Security National Bank of So Dak 0.14% Reduce -19.9% 3,366 $247K
MCF Advisors LLC 0.02% New 3,351 $246K
TFO Wealth Partners, LLC 0.05% New 3,340 $245K
Elmwood Wealth Management, Inc. 0.10% No change 3,336 $245K
Vantage Point Financial LLC 0.12% Add +11.0% 3,317 $244K
Icon Wealth Advisors, LLC 0.02% Reduce -68.0% 3,306 $243K
Momentous Wealth Management, Inc. 0.17% Reduce -18.7% 3,301 $242K
Revolve Wealth Partners, LLC 0.04% Add +0.0% 3,299 $242K
Sachetta, LLC 0.10% Add +43.6% 3,284 $241K
Vawter Financial, Ltd. 0.13% Add +16.3% 3,266 $240K
Aspect Partners, LLC 0.14% Reduce -31.2% 3,264 $240K
Montecito Bank & Trust 0.04% Add +1.2% 3,264 $240K
Sfmg, LLC 0.02% Reduce -85.8% 3,252 $239K
Marcum Wealth, LLC 0.02% Reduce -6.0% 3,220 $237K
FFG Partners, LLC 0.10% Add +0.6% 3,211 $236K
BlackDiamond Wealth Management, LLC 0.16% New 3,243 $235K
Pacifica Partners Inc. 0.11% Add +106.4% 3,185 $235K
Maia Wealth LLC 0.05% New 3,241 $235K
Baskin Financial Services Inc. 0.02% No change 3,185 $234K
SYM FINANCIAL Corp 0.03% Reduce -2.2% 3,177 $233K
Clearview Wealth Advisors LLC 0.17% Add +0.2% 3,166 $233K
First Hawaiian Bank 0.03% No change 3,164 $232K
Centered Wealth LLC dba Miller Equity Capital Advisors 16.04% — 3,160 $232K
Peterson Wealth Management 0.16% No change 3,138 $230K
CLG LLC 0.08% Reduce -17.2% 3,135 $230K
Greenhouse Wealth Management, LLC 0.17% No change 3,140 $230K
W.H. Cornerstone Investments Inc. 0.16% Reduce -44.5% 3,133 $230K
Geometric Wealth Advisors 0.04% Reduce -89.9% 3,120 $229K
One Degree Advisors Inc 0.09% Reduce -3.1% 3,119 $229K
Tyche Wealth Partners LLC 0.05% No change 3,092 $227K
Perissos Private Wealth Management, LLC 0.20% Add +0.1% 3,061 $225K
Turn8 Private Wealth Inc. 0.17% Add +0.7% 3,033 $223K
Mainsail Asset Management, LLC 0.15% No change 3,030 $223K
ORG Partners LLC 0.06% Add +1989.0% 3,029 $222K
Opus Capital Group, LLC 0.03% Reduce -21.8% 3,020 $222K
Tru Independence Asset Management 2, LLC 0.17% New 3,003 $221K
Indiana Trust & Investment Management Co 0.08% Add +29930.0% 3,003 $221K
Nautilus Advisors LLC 0.18% No change 3,000 $220K
Signet Investment Advisory Group, Inc. 0.11% No change 3,000 $220K
Eclectic Associates Inc. 0.06% New 3,000 $220K
XY Planning Network, Inc. 0.15% Reduce -62.7% 2,981 $219K
Black Diamond Financial, LLC 0.03% Add +1.7% 2,980 $219K
Crew Capital Management, Ltd 0.18% Reduce -9.5% 2,978 $219K
Means Investment Co., Inc. 0.02% Reduce -13.1% 2,971 $218K
Essex Financial Services, Inc. 0.02% Reduce -2.2% 2,955 $217K
Peachtree Investment Partners, LLC 0.08% No change 2,920 $214K
Strait & Sound Wealth Management LLC 0.10% Add +3.6% 2,906 $213K
Fiduciary Financial Group, LLC 0.05% New 2,953 $213K
Enterprise Bank & Trust Co 0.08% Reduce -56.1% 2,895 $213K
Debussy Capital Management LP 0.03% Add +0.2% 2,886 $212K
Quadcap Wealth Management, LLC 0.03% Reduce -8.7% 2,885 $212K
Hanover Advisors Inc. 0.09% Reduce -13.8% 2,878 $211K
FAS Wealth Partners, Inc. 0.02% Add +0.7% 2,864 $210K
Kovack Advisors, Inc. 0.02% Reduce -40.1% 2,864 $210K
Aurora Private Wealth, Inc. 0.17% New 2,861 $210K
Obsidian Personal Planning Solutions LLC 0.09% New 2,841 $209K
Sentinel Pension Advisors, LLC 0.04% New 2,815 $207K
Chapin Davis, Inc. 0.07% Reduce -5.2% 2,807 $206K
GM Advisory Group, LLC 0.01% No change 2,797 $205K
Legacy Wealth Managment, LLC 0.15% Add +18.8% 2,778 $204K
Obsidian Cio, LLC 0.03% Reduce -89.9% 2,778 $204K
CX Institutional 0.01% New 2,765 $203K
Melone Private Wealth, LLC 0.11% Reduce -2.2% 2,761 $203K
MSH Capital Advisors LLC 0.06% Reduce -24.6% 2,757 $202K
Intelligent Financial Strategies 0.11% Reduce -16.5% 2,750 $202K
BTS Asset Management, Inc. 0.23% Reduce -52.7% 2,738 $201K
Capital Investment Advisory Services, LLC 0.02% Add +75.7% 2,737 $201K
Harmony Asset Management LLC 0.08% Reduce -7.1% 2,732 $201K
LFA - Lugano Financial Advisors SA 0.13% Reduce -49.2% 2,622 $193K
Glassman Wealth Services 0.03% Add +1.6% 2,550 $187K
Creative Financial Designs Inc. 0.01% Reduce -23.4% 2,498 $183K
Parkside Financial Bank & Trust 0.02% Add +13.3% 2,482 $182K
Running Point Capital Advisors, LLC 0.06% No change 2,360 $173K
Tsfg, LLC 0.04% Add +101.7% 2,356 $173K
Concord Wealth Partners 0.03% Add +0.5% 2,346 $172K
Citizens National Bank Trust Department 0.04% New 2,318 $170K
Dogwood Wealth Management LLC 0.09% No change 2,210 $162K
Founders Financial Alliance, LLC 0.04% Add +734.4% 2,186 $161K
Family CFO Inc 0.09% No change 2,153 $158K
Tucker Asset Management LLC 0.05% Reduce -2.9% 2,093 $154K
Quent Capital, LLC 0.02% Add +492.8% 2,069 $152K
Cornerstone Planning Group LLC 0.04% Add +10794.7% 2,070 $150K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -11.9% 2,040 $150K
Laurel Wealth Advisors LLC 0.02% Reduce -7.0% 1,997 $147K
Tortoise Investment Management, LLC 0.02% Add +5.9% 1,988 $146K
Front Row Advisors LLC 0.06% Add +0.1% 1,949 $143K
Noble Wealth Management PBC 0.10% New 1,895 $139K
New Millennium Group LLC 0.09% Reduce -23.1% 1,886 $139K
Union Savings Bank 0.07% No change 1,886 $139K
JDM Financial Group LLC 0.07% Add +1873.4% 1,855 $136K
Hexagon Capital Partners LLC 0.03% Reduce -0.8% 1,804 $133K
Godsey & Gibb, Inc. 0.01% New 1,758 $129K
Pinney & Scofield, Inc. 0.09% Add +43.7% 1,713 $126K
Valley Wealth Managers, Inc. 0.01% No change 1,652 $121K
Acima Private Wealth, LLC 0.04% Reduce -11.4% 1,536 $113K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -7.8% 1,520 $112K
Vermillion & White Wealth Management Group, LLC 0.08% Reduce -1.8% 1,505 $111K
DecisionPoint Financial, LLC 0.03% Add +126.5% 1,504 $110K
Belmont Capital, LLC 0.02% No change 1,502 $110K
Ameliora Wealth Management Ltd. 0.04% No change 1,443 $106K
Salem Investment Counselors Inc. 0.00% Reduce -2.3% 1,405 $103K
Aventura Private Wealth, LLC 0.05% Reduce -3.2% 1,357 $100K
CENTRAL TRUST Co 0.00% Reduce -1.3% 1,354 $99K
Horizon Investments, LLC 0.00% Add +22.4% 1,297 $95K
Crowley Wealth Management, Inc. 0.09% No change 1,244 $91K
Mb, Levis & Associates, LLC 0.04% Add +0.7% 1,202 $88K
Harbor Investment Advisory, LLC 0.01% Add +14.9% 1,194 $88K
Perkins Coie Trust Co 0.02% No change 1,155 $85K
Darwin Wealth Management, LLC 0.03% No change 1,173 $84K
Financial Network Wealth Advisors LLC 0.11% New 1,133 $83K
Crews Bank & Trust 0.01% Reduce -32.4% 1,111 $82K
Whittier Trust Co. 0.00% No change 1,088 $80K
Investors Research Corp 0.02% No change 1,072 $79K
Greykasell Wealth Strategies, Inc. 0.04% New 1,028 $76K
Manchester Capital Management LLC 0.01% Add +6.7% 1,027 $75K
Tidemark, LLC 0.03% No change 994 $73K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 989 $73K
CGC Financial Services, LLC 0.03% Add +0.6% 974 $72K
Rise Advisors, LLC 0.03% Reduce -4.4% 958 $70K
Financial Freedom, LLC 0.04% Add +0.6% 943 $69K
Brown Brothers Harriman & Co. 0.00% Add +191.2% 923 $68K
Bridge Generations Wealth Management LLC 0.04% New 890 $65K
FSC Wealth Advisors, LLC 0.04% Add +0.1% 882 $65K
Zions Bancorporation, National Association 0.00% — 873 $64K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.3% 883 $64K
Stonebridge Financial Group, LLC 0.01% Reduce -24.0% 863 $63K
Security National Bank 0.01% New 860 $63K
Optimum Investment Advisors 0.03% No change 850 $62K
Fortis Group Advisors, LLC 0.01% No change 845 $62K
Bellwether Advisors, LLC 0.01% No change 804 $59K
Columbia River Financial Group, LLC 0.04% New 765 $56K
Reyes Financial Architecture, Inc. 0.04% No change 738 $54K
Truvestments Capital LLC 0.01% Add +2.7% 716 $53K
Graney & King, LLC 0.04% No change 709 $52K
Dagco, Inc. 0.02% New 697 $51K
Biltmore Family Office, LLC 0.01% No change 690 $51K
MPWM Advisory Solutions, LLC 0.04% Add +0.1% 664 $49K
Hurley Capital, LLC 0.04% Reduce -37.8% 659 $48K
Hughes Financial Services, LLC 0.01% New 655 $48K
Activest Wealth Management 0.01% Reduce -14.1% 639 $47K
Glen Eagle Advisors, LLC 0.01% Reduce -56.0% 639 $47K
Plante Moran Financial Advisors, LLC 0.00% Reduce -33.8% 638 $47K
YANKCOM Partnership 0.03% No change 632 $46K
Center for Financial Planning, Inc. 0.01% No change 631 $46K
Strategic Investment Solutions, Inc. 0.01% Reduce -1.1% 627 $46K
Peoples Financial Services Corp. 0.02% No change 619 $45K
Future Financial Wealth Managment LLC 0.03% No change 613 $45K
Rakuten Securities, Inc. 0.02% Reduce -10.3% 592 $43K
Financial Gravity Asset Management, Inc. 0.01% — 584 $43K
Transce3nd, LLC 0.02% Reduce -64.3% 588 $43K
Sofi Wealth, LLC 0.00% Reduce -99.9% 576 $42K
GHP Investment Advisors, Inc. 0.00% Reduce -56.0% 575 $42K
Kestra Investment Management, LLC 0.00% Add +741.5% 547 $40K
Hoese & Co LLP 0.03% No change 540 $40K
Proathlete Wealth Management LLC 0.01% New 529 $39K
Olde Wealth Management, LLC 0.01% New 533 $39K
Ridgewood Investments LLC 0.02% No change 529 $39K
Sunbelt Securities, Inc. 0.00% Reduce -11.2% 517 $38K
Turim 21 Investimentos Ltda. 0.01% No change 484 $36K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -94.0% 471 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
Whittier Trust Co. of Nevada Inc. 0.00% Add +96.3% 473 $35K
Tower View Wealth Management LLC 0.02% Add +0.7% 447 $33K
Main Street Group, LTD 0.01% No change 399 $29K
Chesapeake Asset Management LLC 0.03% New 397 $29K
Physician Wealth Advisors, Inc. 0.01% Reduce -38.0% 396 $29K
Trifecta Capital Advisors, LLC 0.01% No change 381 $28K
Lindbrook Capital, LLC 0.00% New 379 $28K
Fortitude Family Office, LLC 0.01% Add +0.5% 369 $27K
Cheviot Value Management, LLC 0.00% New 343 $25K
Bank & Trust Co 0.02% No change 323 $24K
Bangor Savings Bank 0.00% Reduce -92.5% 320 $24K
Park Square Financial Group, LLC 0.02% Reduce -38.6% 315 $23K
PSI Advisors, LLC 0.01% No change 313 $23K
Hoey Investments, Inc. 0.00% No change 303 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Iron Horse Wealth Management, LLC 0.01% No change 295 $22K
Opal Wealth Advisors, LLC 0.01% Reduce -90.3% 291 $21K
Pflug Koory, LLC 0.01% Add +0.7% 286 $21K
Howe & Rusling Inc. 0.00% Reduce -94.7% 275 $20K
PrairieView Partners, LLC 0.00% No change 278 $20K
TruNorth Capital Management, LLC 0.00% Add +0.7% 271 $20K
Davis Capital Management 0.01% No change 255 $19K
Comprehensive Financial Planning, Inc. 0.02% New 230 $17K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
Ameriflex Group, Inc. 0.01% Reduce -39.8% 222 $16K
Beacon Capital Management, LLC 0.00% Reduce -31.7% 213 $16K
Eq Wealth Advisors, LLC 0.01% New 208 $15K
United Community Bank 0.01% No change 207 $15K
Cypress Capital Management LLC (WY) 0.02% No change 200 $15K
Hantz Financial Services, Inc. 0.00% Add +15.3% 196 $14K
Centennial Bank 0.01% No change 185 $14K
Millstone Evans Group, LLC 0.01% Add +2.2% 184 $14K
Capital Advisors, Ltd. LLC 0.00% No change 180 $13K
Lummis Asset Management, LP 0.01% No change 169 $12K
Smallwood Wealth Investment Management, LLC 0.01% New 166 $12K
Centricity Wealth Management, LLC 0.01% No change 147 $11K
Garrison Bradford & Associates Inc. 0.01% New 142 $10K
Bay Harbor Wealth Management, LLC 0.00% No change 142 $10K
Bessemer Group Inc. 0.00% Reduce -75.5% 134 $10K
IAG Wealth Partners, LLC 0.00% Add +4.2% 123 $9K
American National Bank & Trust 0.00% Reduce -25.0% 120 $9K
Guardian Wealth Management, Inc. 0.01% No change 115 $8K
Evermay Wealth Management LLC 0.00% New 113 $8K
Arvest Investments, Inc. 0.00% No change 112 $8K
First Financial Corp. 0.00% No change 110 $8K
Riggs Asset Managment Co. Inc. 0.00% No change 110 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 108 $8K
Costello Asset Management, INC 0.00% New 100 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 99 $7K
Coastline Trust Co 0.00% No change 97 $7K
Whipplewood Advisors, LLC 0.00% Add +33252.7% 31,018 $7K
Montag A & Associates Inc. 0.00% No change 87 $6K
Eukles Asset Management 0.00% No change 85 $6K
PMV Capital Advisers, LLC 0.01% Reduce -76.9% 80 $6K
Stone House Investment Management, LLC 0.00% New 71 $5K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Richardson Capital Management LLC 0.00% Reduce -17.9% 64 $5K
Painted Porch Advisors LLC 0.00% No change 62 $5K
Lord & Richards Wealth Management, LLC 0.01% New 61 $4K
Rosenberg Matthew Hamilton 0.00% No change 60 $4K
Bernard Wealth Management Corp. 0.00% No change 59 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Mountain Hill Investment Partners Corp. 0.00% No change 53 $4K
Byrne Asset Management LLC 0.00% No change 50 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Integrity Financial Corp 0.00% No change 26 $2K
Curio Wealth, LLC 0.00% Reduce -60.0% 2 $2K
Fourth Dimension Wealth, LLC 0.00% No change 25 $2K
Frazier Financial Advisors, LLC 0.00% Add +0.0% 22 $2K
POM Investment Strategies, LLC 0.00% New 22 $2K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% Reduce -97.0% 18 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Evolution Advisers, Inc. 0.00% Reduce -100.0% 20 $1K
Sandy Spring Bank 0.00% No change 12 $882
Morton Brown Family Wealth, LLC 0.00% No change 9 $661
Russell Investments Group, Ltd. 0.00% Add +300.0% 8 $569
Peterson Wealth Services 0.00% No change 6 $441
Sittner & Nelson, LLC 0.00% No change 4 $302
Frisco Financial Planning LLC 0.00% New 2 $147
Financial Connections Group, Inc. 0.00% Add +90.9% 21 $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.