Vanguard Total Bond MarketBNDETF
13F holders, Q1 2025 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $1.1B |
| Exits | 88 | $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.