Vanguard Total Bond MarketBNDETF

13F holders, Q2 2025 (June 30)
1,644holders +32
114new positions
84sold out
3famous investors
$72.19avg. 13F price*

At the end of Q2 2025, 1,644 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 32 from Q1 2025. 114 opened new positions and 84 sold out. The largest holders were JPMorgan Chase & Co. ($9.3B), Northwestern Mutual Wealth Management Co. ($9.0B) and Creative Planning ($8.5B). 3 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions114$229.4M
Exits84$256.9M

All 13F filers, Q1 2025 → Q2 2025: 75,177,463 shares bought and 47,318,871 shares sold, net +27,858,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,644 holders

JPMorgan Chase & Co. 0.64% Add +21.9% 125,870,361 $9.3B
Northwestern Mutual Wealth Management Co. 6.57% Add +2.9% 122,402,361 $9.0B
Creative Planning 7.23% Add +5.8% 114,896,140 $8.5B
Morgan Stanley 0.51% Reduce -16.3% 106,500,742 $7.8B
Vanguard Group Inc. 0.08% Add +7.0% 67,194,503 $4.9B
Wells Fargo & Company 0.41% Add +2.2% 25,247,145 $1.9B
Envestnet Asset Management Inc. 0.45% Add +3.3% 20,910,927 $1.5B
Allworth Financial LP 7.02% Add +1.8% 19,864,987 $1.5B
Bank of America Corp. 0.11% Reduce -0.8% 18,226,391 $1.3B
LPL Financial LLC 0.40% Add +3.3% 16,286,869 $1.2B
Sei Investments Co. 1.33% Add +46.9% 15,579,083 $1.1B
Goldman Sachs Group Inc. 0.17% Add +9.8% 14,412,267 $1.1B
Manufacturers Life Insurance Company, The 0.87% Add +3.1% 13,131,333 $966.9M
Arizona PSPRS Trust 23.45% Add +1.0% 9,586,316 $705.8M
Mastercard Foundation Asset Management Corp. 1.46% No change 8,862,905 $652.6M
BlackRock, Inc. 0.01% Add +3.4% 8,288,471 $610.3M
State Street Corp. 0.02% Add +10.8% 7,757,324 $571.2M
CBIZ Investment Advisory Services, LLC 22.78% Add +3.7% 6,985,273 $514.3M
Pure Financial Advisors, LLC 8.75% Add +5.9% 6,753,466 $497.3M
Raymond James Financial Inc. 0.16% Add +2.4% 6,498,596 $478.5M
Savant Capital, LLC 3.20% Add +17.1% 6,039,099 $444.7M
Cetera Investment Advisers 0.75% Add +2.0% 6,035,784 $444.4M
UBS Group AG 0.09% Add +0.4% 5,757,057 $423.9M
Ameriprise Financial Inc. 0.10% Reduce -19.9% 5,422,561 $398.3M
Facet Wealth, Inc. 9.04% Add +10.0% 5,437,226 $398.0M
Bank of New York Mellon Corp 0.07% Reduce -3.6% 5,178,536 $381.3M
Royal Bank of Canada 0.07% Add +4.6% 4,776,906 $351.7M
Assetmark, Inc. 0.72% Add +98.1% 4,160,401 $306.3M
Jones Financial Companies LLLP 0.21% Add +14.9% 3,845,647 $282.1M
HighTower Advisors, LLC 0.35% Add +0.7% 3,762,705 $277.0M
Franklin Resources Inc. 0.07% Add +9.3% 3,679,410 $270.9M
Corient Private Wealth LP 0.36% Add +12.7% 3,786,283 $269.6M
PNC Financial Services Group, Inc. 0.17% Add +1.8% 3,482,215 $256.4M
M&T Bank Corp 0.88% Add +2.1% 3,467,056 $255.3M
Vestmark Advisory Solutions, Inc. 3.31% Add +118.7% 3,109,636 $229.0M
Retirement Systems of Alabama 0.80% Add +10.1% 3,035,822 $223.5M
Composition Wealth, LLC 3.70% Reduce -0.1% 2,991,381 $220.3M
Truist Financial Corp. 0.29% Add +85.9% 2,704,304 $199.1M
First Financial Bankshares Inc 4.17% Add +3.0% 2,531,249 $186.4M
Tiaa Trust, National Association 0.47% Add +7.4% 2,470,057 $181.9M
Cambridge Investment Research Advisors, Inc. 0.54% Reduce -13.5% 2,402,280 $176.9M
RiverFront Investment Group, LLC 3.37% Reduce -1.0% 2,346,252 $172.8M
Acropolis Investment Management, LLC 8.70% Add +2.6% 2,150,144 $158.3M
Foster Group, Inc. 5.36% Add +1.2% 2,126,717 $156.6M
MML Investors Services, LLC 0.45% Add +20.2% 2,117,164 $155.9M
Stairway Partners, LLC 8.78% Add +2.9% 2,102,885 $154.8M
Prudential Financial Inc. 0.20% Reduce -5.8% 2,124,677 $154.0M
Global Endowment Management, LP 19.91% Add +0.2% 2,031,788 $149.6M
Alesco Advisors, LLC, An ESL Co 4.17% Add +5.9% 1,971,352 $145.2M
McMorgan & Co. LLC 20.25% Add +0.5% 1,865,460 $137.4M
Commonwealth Equity Services, LLC 0.18% Add +9.3% 1,858,642 $136.9M
Betterment LLC 0.29% Add +8.6% 1,854,836 $136.6M
Oakworth Capital, Inc. 8.69% Add +5.2% 1,831,010 $134.8M
Alaska Permanent Capital Management, LLC 10.32% Reduce -0.0% 1,808,815 $133.1M
Voya Financial Advisors, Inc. 13.39% Add +4.4% 1,809,316 $132.7M
Osaic Holdings, Inc. 0.23% Reduce -13.6% 1,749,442 $128.8M
Capstone Financial Advisors, Inc. 7.24% Add +0.4% 1,693,913 $124.7M
Ritholtz Wealth Management 2.70% Add +17.2% 1,657,402 $122.0M
Patriot Investment Management Group, Inc. 8.37% Add +2.1% 1,641,785 $120.9M
Cerity Partners LLC 0.22% Reduce -2.7% 1,637,262 $120.6M
Diana Davis Spencer Foundation 40.56% No change 1,608,100 $118.4M
Chandler Asset Management, Inc. 20.87% Add +3.1% 1,595,692 $117.5M
Verus Financial Partners, Inc. 11.83% Add +3.3% 1,588,404 $116.1M
Mariner, LLC 0.17% Reduce -0.0% 1,570,686 $115.6M
Wealthfront Advisers LLC 0.29% Add +55.4% 1,522,519 $112.1M
Apella Capital, LLC 3.03% Add +2.3% 1,534,506 $111.8M
Bogart Wealth, LLC 4.75% Add +2.5% 1,508,973 $111.1M
Garde Capital, Inc. 5.92% Reduce -4.1% 1,502,328 $110.6M
Wealth Enhancement Advisory Services, LLC 0.18% Add +0.8% 1,513,380 $110.6M
Choreo, LLC 1.52% Add +55.2% 1,479,230 $108.9M
Envestnet Portfolio Solutions, Inc. 0.40% Reduce -12.5% 1,470,537 $108.3M
Orgel Wealth Management, LLC 2.60% Reduce -35.9% 1,466,307 $108.0M
Efficient Advisors, LLC 6.40% Add +3.9% 1,458,694 $107.4M
Stratos Wealth Partners, LTD. 1.46% Add +7.2% 1,454,766 $107.1M
AMG National Trust Bank 2.70% Add +1.5% 1,394,825 $102.7M
Wealthspire Advisors, LLC 0.56% Reduce -6.1% 1,349,390 $99.4M
Beacon Pointe Advisors, LLC 0.99% Add +3.4% 1,285,949 $94.7M
Prime Capital Investment Advisors, LLC 1.25% Reduce -7.9% 1,274,541 $93.8M
Bricktown Capital, LLC 16.84% Reduce -4.4% 1,262,853 $93.0M
CoreCap Advisors, LLC 3.71% Add +45.5% 1,251,436 $92.1M
Bryn Mawr Trust Advisors, LLC 4.96% Add +4.9% 1,231,360 $90.7M
Alps Advisors Inc. 0.51% Reduce -3.5% 1,207,134 $88.9M
GenTrust, LLC 4.18% Reduce -0.6% 1,205,677 $88.8M
Pathstone Holdings, LLC 0.35% Reduce -0.9% 1,203,050 $88.6M
Armstrong Advisory Group, Inc. 6.66% Reduce -33.1% 1,195,058 $88.0M
Lutz Financial Services LLC 6.79% Add +3.0% 1,188,284 $87.5M
Baker Avenue Asset Management, LP 2.47% Add +2.4% 1,176,683 $86.6M
Mercer Global Advisors Inc. 0.19% Add +109.0% 1,120,751 $82.5M
Integrated Wealth Concepts LLC 0.80% Add +13.4% 1,085,928 $80.0M
Financial Advisors Network, Inc. 12.00% Reduce -4.4% 1,079,779 $79.5M
Comerica Bank 0.30% Reduce -4.9% 1,051,702 $77.4M
NewEdge Advisors, LLC 0.40% Add +4.6% 1,047,677 $77.1M
Rational Advisors, Inc. 7.89% Reduce -3.9% 1,032,403 $76.0M
Burrus Financial Services, Inc. 35.78% Add +0.5% 1,015,613 $74.8M
Focus Partners Wealth 0.16% Add +1.1% 995,261 $73.3M
CW Advisors, LLC 0.70% Add +2237.3% 984,103 $72.5M
RFG Advisory, LLC 1.69% Reduce -68.5% 978,037 $72.0M
Alaska Wealth Advisors, LLC 10.07% Reduce -6.3% 954,373 $70.3M
Raffa Wealth Management, LLC 14.03% Add +0.6% 952,958 $70.2M
Trajan Wealth LLC 3.42% Add +18.6% 950,274 $70.0M
Financial Engines Advisors L.L.C. 0.14% Add +2.1% 936,083 $68.9M
Merit Financial Group, LLC 0.75% Add +1.5% 910,873 $67.1M
Partners in Financial Planning 12.22% Add +4.0% 900,028 $66.3M
Cornerstone Investment Partners, LLC 2.91% Reduce -7.2% 895,326 $65.9M
Pacific Capital Wealth Advisors, Inc. 11.59% Reduce -14.3% 867,313 $63.2M
Boston Standard Wealth Management, LLC 11.34% Add +17.8% 854,729 $62.9M
AllGen Financial Advisors, Inc. 16.66% Add +16.4% 842,377 $62.0M
Joule Financial, LLC 20.03% Add +2.3% 837,820 $61.7M
Arkos Global Advisors 8.54% Reduce -2.0% 836,099 $61.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.55% Add +34.9% 832,511 $61.3M
West Financial Advisors, LLC 10.60% Reduce -4.8% 827,589 $60.9M
Apriem Advisors 6.35% Add +3.5% 811,765 $59.8M
Brio Consultants, LLC 8.66% Add +3.0% 804,818 $59.3M
Rockbridge Investment Management, LCC 6.25% Add +0.5% 791,680 $58.3M
Alliancebernstein L.P. 0.02% Reduce -5.8% 782,810 $57.6M
BTC Capital Management, Inc. 4.64% Add +4.4% 771,306 $56.8M
Farmers & Merchants Investments Inc. 1.65% Add +3.9% 769,282 $56.6M
Essential Planning, LLC. 21.06% Add +2.3% 768,404 $56.6M
Eagle Rock Investment Company, LLC 8.91% Reduce -5.4% 764,706 $56.3M
Newton One Investments LLC 17.36% Reduce -0.3% 749,143 $55.2M
Gilbert & Cook, Inc. 7.33% Reduce -6.1% 736,569 $54.2M
Trilogy Capital Inc. 2.58% Reduce -0.3% 720,347 $53.0M
Lockheed Martin Investment Management Co. 1.94% No change 720,000 $53.0M
Trust Co 5.98% Add +2.9% 719,243 $53.0M
Rainey & Randall Wealth Advisors Inc. 9.58% Reduce -1.5% 710,463 $52.3M
Soltis Investment Advisors LLC 4.01% Add +15.4% 693,558 $51.1M
Equitable Holdings, Inc. 0.41% Add +15.5% 679,727 $50.0M
RTD Financial Advisors, Inc. 6.13% Reduce -2.7% 650,851 $47.9M
Twele Capital Management, Inc. 9.49% Add +6.2% 649,370 $47.8M
Cambridge Advisors Inc. 9.98% Reduce -2.5% 648,141 $47.7M
Bluestem Financial Advisors, LLC 20.01% Add +7.5% 633,811 $46.7M
Symmetry Partners, LLC 5.66% Add +24.4% 624,891 $46.0M
US Bancorp \de 0.06% Add +4.4% 623,297 $45.9M
NEOS Investment Management LLC 0.57% Add +11.6% 624,763 $45.9M
Citigroup Inc. 0.03% Reduce -6.8% 606,641 $44.7M
Stifel Financial Corp. 0.04% Add +15.3% 601,788 $44.3M
Zhang Financial LLC 2.00% Add +2.4% 588,859 $43.4M
Riversedge Advisors, LLC 8.45% Add +6.5% 586,553 $43.2M
Farther Finance Advisors, LLC 0.86% Reduce -28.8% 580,607 $42.8M
Horizon Bancorp Inc. 21.52% Reduce -3.2% 580,579 $42.7M
Tectonic Advisors LLC 2.47% Add +0.8% 577,150 $42.5M
SCS Capital Management LLC 0.46% Reduce -3.6% 566,241 $41.7M
Silver Oak Advisory Group, Inc. 20.04% Add +3.0% 561,691 $41.4M
Stephens Consulting, LLC 9.68% Reduce -2.8% 550,751 $40.6M
Crewe Advisors LLC 5.60% New 537,186 $39.6M
Aspiriant, LLC 1.24% Add +5.3% 530,152 $39.0M
Gridiron Partners, LLC 24.13% Add +3.7% 528,194 $38.9M
TLT Family Holdco ULC 3.02% — 519,000 $38.2M
ALM First Financial Advisors, LLC 8.24% No change 517,396 $38.1M
Compound Planning, Inc. 1.43% Add +23.2% 514,514 $37.9M
Journey Advisory Group, LLC 2.95% Add +6.1% 514,187 $37.9M
Great Waters Wealth Management 4.92% Reduce -6.5% 513,721 $37.8M
TD Capital Management LLC 3.51% Add +1.8% 504,423 $37.1M
Stordahl Capital Management, Inc. 8.16% Add +1.3% 498,565 $36.7M
D.A. Davidson & Co. 0.26% Add +3.7% 496,138 $36.5M
Dynamic Advisor Solutions LLC 1.11% Reduce -5.0% 487,087 $35.9M
Charles Schwab Trust Co 2.69% Add +0.3% 486,791 $35.8M
Astoria Strategic Wealth, Inc. 9.59% Add +6.9% 481,781 $35.5M
Sherwood Financial Partners, LLC 32.11% Add +2.5% 475,898 $35.0M
Financial Management Professionals, Inc. 3.91% Reduce -9.9% 472,407 $34.8M
&partners 0.27% Reduce -7.5% 473,669 $34.6M
Allspring Global Investments Holdings, LLC 0.06% Add +4.7% 468,439 $34.5M
FMR LLC 0.00% Reduce -1.5% 465,371 $34.3M
Roble, Belko & Company, Inc 4.95% Reduce -11.7% 461,930 $34.0M
Meridian Wealth Management, LLC 1.45% Add +5.7% 461,911 $34.0M
MA Private Wealth 6.07% Reduce -50.0% 461,154 $34.0M
Avior Wealth Management, LLC 1.15% Reduce -7.2% 450,175 $33.1M
Transamerica Financial Advisors, LLC 3.09% Reduce -0.9% 447,232 $32.9M
Manning & Napier Advisors LLC 0.39% Add +0.3% 446,128 $32.8M
Index Fund Advisors, Inc. 1.84% Add +0.2% 445,692 $32.8M
Victory Capital Management Inc. 0.02% Add +26.7% 439,404 $32.4M
Harbour Investments, Inc. 0.82% Add +1.1% 437,003 $32.2M
Steele Capital Management, Inc. 1.54% Add +0.3% 436,058 $32.1M
Elm Partners Management LLC 1.85% Reduce -30.4% 433,443 $31.9M
Atria Wealth Solutions, Inc. 0.72% Reduce -52.6% 433,901 $31.8M
Eaton-Cambridge Inc. 11.86% Add +5.0% 426,871 $31.4M
N.E.W. Advisory Services LLC 2.95% Add +1.9% 413,539 $30.4M
Captrust Financial Advisors 0.07% Add +0.8% 413,225 $30.4M
Cahill Financial Advisors Inc. 3.76% Add +4.9% 411,624 $30.3M
Financiere des Professionnels - Fonds d'investissement inc. 1.79% New 400,700 $29.5M
NewSquare Capital LLC 2.19% Add +1.6% 399,281 $29.4M
Exchange Traded Concepts, LLC 0.37% New 397,248 $29.2M
Archford Capital Strategies, LLC 3.72% Add +0.9% 395,406 $29.1M
Drucker Wealth 3.0, LLC 5.57% Reduce -3.2% 394,671 $28.8M
Cambridge Associates LLC /Ma/ 0.64% Add +114.3% 391,617 $28.8M
RIA Advisory Group LLC 8.47% Reduce -1.1% 391,417 $28.8M
Prime Buchholz LLC 9.16% No change 389,421 $28.7M
Sound Stewardship, LLC 14.60% Add +3.6% 384,486 $28.3M
Kwmg, LLC 2.65% Add +0.7% 383,597 $28.2M
Westerkirk Capital Inc. 3.47% — 382,350 $28.2M
Level Wealth Management LLC 16.18% Add +4.1% 377,840 $27.8M
Prestige Wealth Management Group LLC 5.66% Reduce -3.3% 376,659 $27.7M
Private Advisor Group, LLC 0.15% Add +10.4% 374,914 $27.6M
Global Wealth Strategies & Associates 7.90% Reduce -2.2% 374,627 $27.6M
Dunhill Financial, LLC 7.90% Add +56.5% 370,529 $27.3M
OneDigital Investment Advisors LLC 0.30% Reduce -2.0% 370,384 $27.3M
G2 Capital Management, LLC / Oh 7.38% Add +9.7% 356,840 $26.3M
Gotham Asset Management 0.16% No change 354,209 $26.1M
Karpus Management, Inc. 0.84% Reduce -3.3% 352,611 $26.0M
Principal Securities, Inc. 0.48% Reduce -6.3% 350,471 $25.8M
Gibson Wealth Advisors LLC 19.13% Add +2.0% 349,252 $25.7M
Summit Wealth Group, LLC 6.60% Reduce -23.9% 349,073 $25.7M
Benchmark Wealth Management, LLC 11.41% Add +0.3% 348,745 $25.7M
Geneos Wealth Management Inc. 0.63% Add +21.5% 348,190 $25.6M
Prudent Man Advisors, LLC 8.13% Add +0.7% 347,173 $25.6M
Visionary Wealth Advisors 1.30% Add +23.1% 344,389 $25.4M
Hills Bank & Trust Co 1.60% Add +2.9% 344,181 $25.3M
WBH Advisory Inc. 2.15% Add +31.7% 342,632 $25.2M
Hobart Private Capital, LLC 5.71% Reduce -10.6% 341,537 $25.1M
BHK Investment Advisors, LLC 9.78% Reduce -1.9% 339,246 $25.0M
Carr Financial Group Corp 7.34% Add +4.0% 337,903 $24.9M
Kestra Advisory Services, LLC 0.12% Add +26.6% 337,892 $24.9M
Bare Financial Services, Inc 8.33% Add +10.3% 335,468 $24.7M
Smithfield Trust Co 1.16% Reduce -2.0% 334,688 $24.6M
Fifth Third Securities, Inc. 1.85% Add +17.4% 333,959 $24.6M
Avantax Advisory Services, Inc. 0.13% Add +15.3% 328,790 $24.2M
Sightline Wealth Advisors, LLC 11.66% Add +1.4% 328,063 $24.2M
Baron Silver Stevens Financial Advisors, LLC 3.85% Add +8.6% 326,406 $24.0M
Pinnacle Associates Ltd. 0.34% Add +6.4% 323,248 $23.8M
Mallini Complete Financial Planning LLC 34.25% Add +2.5% 321,817 $23.7M
Family Firm, Inc. 5.70% Add +1.7% 321,312 $23.7M
Main Management LLC 1.86% Add +1.6% 320,713 $23.6M
Beacon Harbor Wealth Advisors, Inc. 5.88% Reduce -9.4% 320,310 $23.6M
Natixis Advisors, LLC 0.04% Add +5.7% 319,750 $23.5M
Wesbanco Bank Inc. 0.69% Add +40.1% 316,222 $23.3M
Janney Montgomery Scott LLC 0.06% Reduce -0.3% 309,557 $22.8M
White Lighthouse Investment Management Inc. 3.70% Add +3.2% 308,837 $22.7M
Tenon Financial LLC 10.03% Reduce -8.3% 308,340 $22.7M
Fonville Wealth Management LLC 5.70% Add +11.4% 305,648 $22.5M
Vermillion Wealth Management, Inc. 10.66% Reduce -6.5% 303,254 $22.3M
Waverly Advisors, LLC 0.24% Add +2.7% 300,636 $22.1M
Aletheian Wealth Advisors LLC 10.86% Add +3.2% 299,776 $22.1M
Capital Asset Advisory Services LLC 1.03% Reduce -1.7% 299,078 $21.9M
Ameritas Investment Partners, Inc. 0.69% Reduce -5.5% 297,628 $21.9M
XML Financial, LLC 1.87% Add +1.6% 293,210 $21.6M
Tompkins Financial Corp. 1.96% Add +9.3% 289,461 $21.3M
Summit Financial, LLC 0.48% Add +264.2% 288,362 $21.2M
Axxcess Wealth Management, LLC 0.51% Reduce -1.6% 286,266 $21.1M
Bluespring Wealth Management, LLC 2.00% Add +10.2% 285,273 $21.0M
BIP Alliance, LLC 7.97% Reduce -6.5% 281,943 $20.8M
Parr McKnight Wealth Management Group, LLC 2.82% Reduce -6.1% 278,629 $20.5M
McNaughton Wealth Management, LLC 9.06% Reduce -8.5% 275,795 $20.3M
Leonard Rickey Investment Advisors P.L.L.C. 4.05% Add +2.6% 275,245 $20.3M
Cherry Tree Wealth Management, LLC 4.69% Reduce -3.4% 273,996 $20.2M
Atmos Advisory, LLC 12.81% Add +0.1% 272,968 $20.1M
Kavar Capital Partners Group, LLC 2.89% New 272,876 $20.1M
Five Pine Wealth Management 14.47% Add +3.7% 265,576 $19.6M
Sagespring Wealth Partners, LLC 0.42% Add +0.1% 17,496,876 $19.4M
Barclays PLC 0.01% Add +0.0% 262,295 $19.3M
Sanctuary Advisors, LLC 0.12% Add +4.1% 259,270 $19.1M
Bank of Montreal 0.01% Add +27.1% 258,338 $19.0M
JFS Wealth Advisors, LLC 1.21% Add +2.4% 258,269 $19.0M
Golden Bell Financial Planning LLC 17.73% Add +1.1% 255,655 $18.8M
Steward Partners Investment Advisory, LLC 0.15% Reduce -1.0% 254,648 $18.7M
Veery Capital, LLC 6.40% Add +4.5% 252,860 $18.6M
Ellevest, Inc. 2.92% Reduce -65.4% 248,394 $18.3M
Mission Wealth Management, LP 0.40% Reduce -41.9% 248,061 $18.3M
BlueStem Wealth Partners, LLC 2.23% Reduce -37.0% 246,266 $18.1M
Benjamin Edwards Inc. 0.23% Reduce -0.0% 245,724 $18.1M
Acorn Wealth Advisors, LLC 6.72% Reduce -2.0% 245,499 $18.1M
Greenbush Financial Group, LLC 7.84% Add +5.6% 244,386 $18.0M
Bristlecone Advisors, LLC 1.51% Reduce -0.5% 243,881 $18.0M
Leavell Investment Management, Inc. 0.80% Add +0.5% 243,359 $17.9M
Brass Tax Wealth Management, Inc. 3.44% Reduce -1.3% 242,393 $17.8M
Atria Investments, Inc 0.21% Reduce -2.0% 241,857 $17.8M
Sequoia Financial Advisors, LLC 0.12% Reduce -54.8% 239,624 $17.6M
Nicolet Advisory Services, LLC 1.50% Add +0.1% 239,522 $17.6M
Litman Gregory Wealth Management LLC 1.37% Add +16.3% 236,652 $17.4M
Galvin, Gaustad & Stein, LLC 1.51% Add +7.8% 235,741 $17.4M
Ameraudi Asset Management, Inc. 8.92% Add +4.7% 231,023 $17.0M
Coppell Advisory Solutions LLC 2.02% Add +20.6% 231,749 $17.0M
Vannoy Advisory Group, Inc. 11.75% Add +0.3% 230,816 $17.0M
Bank of Hawaii 0.90% Add +5.1% 230,512 $17.0M
Rogco, LP 6.35% Add +1.1% 229,001 $16.9M
FDx Advisors, Inc. 5.13% Reduce -2.8% 228,178 $16.8M
Courage Miller Partners, LLC 5.32% Reduce -2.8% 227,800 $16.8M
Luminvest Wealth Management LLC 5.95% Add +4.5% 225,866 $16.6M
National Bank of Canada 0.02% Reduce -12.2% 219,357 $16.1M
Financial Architects, LLC 9.79% Add +1.8% 218,830 $16.1M
Mosaic Family Wealth Partners, LLC 2.04% Add +4.0% 217,694 $16.0M
Phillips Financial Management, LLC 1.16% Reduce -0.7% 217,562 $16.0M
Bfsg, LLC 1.78% Add +3.7% 215,883 $15.9M
Texas Treasury Safekeeping Trust Co. 2.52% Reduce -97.2% 215,560 $15.9M
FOCUS Wealth Advisors, LLC 8.24% Add +0.2% 215,422 $15.9M
Aspire Capital Advisors LLC 4.35% Add +3.4% 213,874 $15.7M
Bear Mountain Capital, Inc. 5.63% Add +2.1% 215,520 $15.7M
Arbor Investment Advisors, LLC 2.01% Add +5.5% 212,918 $15.7M
Roundview Capital LLC 1.05% Reduce -9.3% 212,883 $15.7M
Mather Group, Llc. 0.17% Reduce -5.0% 212,549 $15.6M
PDS Planning, Inc 1.16% Add +2.7% 211,015 $15.5M
SBI Securities Co., Ltd. 0.45% Add +0.4% 210,574 $15.5M
Altura Wealth Advisors Inc. 8.66% Add +15.7% 210,395 $15.5M
IMA Advisory Services, Inc. 1.66% Add +4.5% 210,113 $15.5M
Apexium Financial, LP 0.82% Add +41.9% 209,526 $15.4M
AdvisorNet Financial, Inc 0.99% Add +1183.3% 208,494 $15.4M
Nwam LLC 0.89% Add +117.2% 208,343 $15.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +58.5% 207,554 $15.3M
Whelan Financial 5.52% Add +1.2% 207,289 $15.3M
FIL Ltd 0.01% Add +12.5% 206,098 $15.2M
Modera Wealth Management, LLC 0.19% Add +2.6% 205,996 $15.2M
Rockefeller Capital Management L.P. 0.03% Add +1.8% 205,001 $15.1M
Rebalance, LLC 1.02% Add +1.0% 203,326 $15.0M
Werba Rubin Papier Wealth Management 2.78% Add +56.5% 200,994 $14.8M
BNP Paribas Financial Markets 0.01% Reduce -12.0% 200,932 $14.8M
Prospera Capital Management, LLC 8.06% Add +8.5% 198,119 $14.6M
Rwa Wealth Partners, LLC 0.18% Add +11.5% 195,608 $14.4M
Pinnacle Wealth Management Advisory Group, LLC 1.19% Add +6.5% 195,254 $14.4M
Alley Investment Management Company, LLC 1.74% Reduce -4.7% 194,963 $14.4M
Tide Cove Capital Partners LLC 11.32% Add +2.2% 195,772 $14.3M
Tanager Wealth Management LLP 1.68% Add +2.5% 193,543 $14.3M
Van Eck Associates Corp. 0.02% Reduce -57.0% 192,642 $14.2M
Focus Partners Advisor Solutions, LLC 0.19% Add +22.6% 191,533 $14.1M
SlateStone Wealth, LLC 1.31% Add +2.4% 190,236 $14.0M
True Freedom Investing, LLC 5.49% — 189,262 $13.9M
CMG Global Holdings, LLC 7.31% Reduce -10.7% 190,235 $13.9M
Snowden Capital Advisors LLC 0.41% Reduce -0.4% 187,376 $13.8M
Synovus Financial Corp. 0.17% Add +271.9% 186,312 $13.7M
Advyzon Investment Management, LLC 3.03% Add +1.0% 185,684 $13.7M
Wrenne Financial Planning LLC 6.37% Add +3.3% 184,852 $13.6M
Estate Counselors, LLC 1.33% Add +2753.5% 183,480 $13.5M
Mgo One Seven LLC 0.44% Add +1.3% 183,406 $13.5M
Sovereign Investment Advisors, LLC 3.70% Add +3.8% 182,685 $13.5M
LVW Advisors, LLC 1.49% Reduce -26.2% 180,500 $13.3M
BlueSky Wealth Advisors, LLC 1.92% Reduce -5.6% 179,949 $13.2M
Addison Capital Co 4.59% Add +16.7% 179,435 $13.2M
Continuum Advisory, LLC 1.58% Reduce -13.7% 178,637 $13.2M
Wela Strategies, Inc. 5.18% Add +2.3% 178,177 $13.1M
Foster & Motley Inc. 0.76% Add +47.6% 178,083 $13.1M
Attessa Capital LLC 8.24% Add +23.3% 174,510 $12.9M
O'shaughnessy Asset Management, LLC 0.09% Add +0.8% 174,283 $12.8M
Petix & Botte Co 3.13% Reduce -4.5% 173,399 $12.8M
Cadence Bank 0.84% Add +4.4% 173,371 $12.8M
Aptus Capital Advisors, LLC 0.13% Add +5.2% 172,767 $12.7M
McKinley Carter Wealth Services, Inc. 0.70% Reduce -3.3% 172,190 $12.7M
Inscription Capital, LLC 1.82% Reduce -16.4% 171,631 $12.6M
Associated Banc-Corp 0.36% Add +0.5% 171,262 $12.6M
Dynamic Wealth Strategies, LLC 9.08% Add +41.0% 171,209 $12.6M
Perigon Wealth Management, LLC 0.29% Add +18.3% 171,093 $12.6M
Madrona Financial Services, LLC 3.00% Add +8.1% 169,946 $12.5M
Gould Capital, LLC 8.33% Reduce -0.1% 169,387 $12.5M
Brown Advisory Inc. 0.02% Add +2.0% 165,881 $12.2M
Peapack Gladstone Financial Corp. 0.17% Reduce -1.3% 163,686 $12.1M
Baird Financial Group, Inc. 0.02% Reduce -9.3% 162,416 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.9M
Legacy PCG, LLC 7.53% Add +1.7% 159,676 $11.8M
Cornerstone Wealth Management, LLC 0.71% Add +2.4% 159,117 $11.7M
Thompson Siegel & Walmsley LLC 0.20% Reduce -2.4% 159,009 $11.7M
Values Added Financial LLC 5.67% Reduce -24.5% 158,753 $11.7M
BancFirst Trust & Investment Management 5.41% Reduce -14.6% 158,620 $11.6M
Breakwater Investment Management 4.46% Reduce -12.9% 156,637 $11.5M
Exencial Wealth Advisors, LLC 0.41% Add +13.0% 156,545 $11.5M
Newport Capital Group, LLC 7.79% Reduce -0.7% 156,092 $11.5M
Penserra Capital Management LLC 0.16% New 155,224 $11.4M
Gibraltar Capital Management, Inc. 2.22% Add +2.1% 154,387 $11.4M
Focused Wealth Management, Inc 1.39% Reduce -46.9% 154,195 $11.4M
Broadview Financial Management, LLC 7.62% Add +2.5% 152,257 $11.2M
IFP Advisors, Inc 0.32% Reduce -19.9% 151,719 $11.2M
Souders Financial Advisors 1.41% Reduce -0.8% 150,686 $11.1M
Rialto Wealth Management, LLC 3.10% Reduce -14.1% 150,506 $11.1M
TD Private Client Wealth LLC 0.27% Add +2.4% 150,175 $11.1M
Toronto Dominion Bank 0.02% New 150,000 $11.0M
Tribridge Partners Financial LLC 6.43% — 148,792 $11.0M
Lido Advisors, LLC 0.06% Reduce -9.0% 148,155 $10.9M
Wiser Wealth Management, Inc 2.73% Reduce -0.9% 148,013 $10.9M
FIDELIS iM, LLC 4.81% Reduce -6.4% 146,796 $10.8M
Zeit Capital LLC 7.68% Add +1.4% 145,958 $10.7M
Financial Advocates Investment Management 0.87% Reduce -4.5% 144,105 $10.6M
Pinkerton Wealth, LLC 1.26% Add +55.3% 143,767 $10.6M
Retirement Planning Group, LLC 0.45% Reduce -6.3% 143,520 $10.6M
McCarthy Asset Management, Inc. 7.12% Add +33.0% 142,280 $10.5M
Stevens Capital Partners 3.75% Add +6.6% 142,009 $10.5M
Ames National Corp. 6.74% Reduce -5.0% 141,555 $10.4M
Trellis Wealth Advisors LLC 4.53% Add +8.0% 141,397 $10.4M
Tobias Financial Advisors, Inc. 1.75% Reduce -1.8% 139,198 $10.2M
Chicago Partners Investment Group LLC 0.29% Reduce -25.8% 139,593 $10.2M
Brookstone Capital Management 0.13% Add +8.6% 138,167 $10.2M
Keystone Financial Group 0.92% Add +3.6% 137,721 $10.1M
Orion Porfolio Solutions, LLC 0.09% Reduce -37.1% 137,337 $10.1M
Mutual Advisors, LLC 0.25% Add +19.2% 137,936 $10.1M
Prospera Financial Services Inc 0.19% Reduce -10.7% 135,001 $9.9M
Darrow Company, Inc. 5.00% Add +3.7% 134,238 $9.9M
New Covenant Trust Company, N.A. 8.83% Add +37.4% 134,774 $9.9M
Signaturefd, LLC 0.17% Reduce -48.2% 132,967 $9.8M
Staley Capital Advisers Inc. 0.42% Add +0.7% 132,895 $9.8M
Glenview Trust Co 0.17% Add +0.8% 131,610 $9.7M
Global Retirement Partners, LLC 0.24% — 130,701 $9.6M
Smith & Howard Wealth Management, LLC 2.44% Reduce -36.6% 130,414 $9.6M
Certus Wealth Management, LLC 6.16% Add +0.5% 129,905 $9.6M
Beacon Investment Advisory Services, Inc. 0.42% Add +7.7% 129,697 $9.5M
United Services Automobile Association 0.99% Reduce -50.0% 129,456 $9.5M
Stephen J. Garry & Associates, LLC 8.20% Reduce -3.7% 128,916 $9.5M
Northwest & Ethical Investments L.P. 0.24% Add +3.9% 128,690 $9.5M
Clearstead Advisors, LLC 0.13% Add +6.4% 128,095 $9.4M
Titleist Asset Management, LLC 0.94% Reduce -1.9% 127,938 $9.4M
Topsail Wealth Management, LLC 1.72% Add +5.2% 127,780 $9.4M
Powers Advisory Group, LLC 4.13% Add +2.8% 127,662 $9.4M
Courier Capital LLC 0.57% Reduce -32.6% 126,895 $9.3M
Caliber Wealth Management, LLC / KS 1.00% Reduce -5.5% 126,644 $9.3M
Charter Oak Capital Management, LLC 0.79% Reduce -5.1% 126,464 $9.3M
Trek Financial, LLC 0.62% Add +10.1% 125,971 $9.3M
Curran Financial Partners, LLC 2.04% Reduce -38.0% 125,106 $9.2M
Azimuth Capital Investment Management LLC 0.34% Reduce -0.7% 124,875 $9.2M
Concurrent Investment Advisors, LLC 0.18% Add +102.4% 124,802 $9.2M
SageView Advisory Group, LLC 0.34% Reduce -15.4% 124,893 $9.1M
Graves Light Lenhart Wealth, Inc. 1.08% Add +3.6% 123,674 $9.1M
Cyr Financial Inc. 7.03% Reduce -4.9% 123,654 $9.1M
Main Line Retirement Advisors, LLC 5.07% Add +1.2% 120,966 $8.9M
Oceanside Advisors LLC 5.92% Add +3.3% 120,163 $8.8M
Fairview Capital Investment Management, LLC 0.46% Reduce -0.8% 120,100 $8.8M
Old Mission Capital LLC 0.24% Add +62.3% 119,910 $8.8M
Crabel Capital Management, LLC 5.36% Add +89.0% 118,900 $8.8M
Financial & Tax Architects, LLC 2.12% New 118,367 $8.7M
Fifth Third Bancorp 0.03% Reduce -1.1% 118,288 $8.7M
Spirepoint Private Client, LLC 0.98% Add +5.0% 118,021 $8.7M
FPC Investment Advisory, Inc. 5.42% Reduce -0.7% 118,216 $8.7M
Deutsche Bank AG 0.00% Add +6.8% 117,430 $8.6M
DSG Capital Advisors, LLC 1.51% New 115,680 $8.5M
Summit Trail Advisors, LLC 0.14% New 114,206 $8.4M
Vectors Research Management, LLC 2.87% Reduce -36.6% 113,769 $8.4M
Prepared Retirement Institute LLC 4.88% Reduce -7.1% 112,522 $8.3M
Bleakley Financial Group, LLC 0.21% Reduce -0.4% 111,892 $8.2M
Ryan Investment Management, Inc. 5.24% — 111,361 $8.2M
Triumph Capital Management 2.41% Add +2.7% 109,133 $8.0M
Hamilton Wealth, LLC 1.79% Add +42.3% 108,791 $8.0M
Arkadios Wealth Advisors 0.24% Add +13.9% 106,399 $7.8M
Trustmark Bank Trust Department 0.54% No change 106,000 $7.8M
Hilltop Holdings Inc. 0.50% Reduce -0.5% 105,826 $7.8M
Diversify Wealth Management, LLC 0.48% Reduce -17.9% 105,833 $7.8M
Apex Wealth Management, LLC 6.23% New 105,441 $7.8M
Jacobi Capital Management LLC 0.51% Reduce -4.1% 105,155 $7.7M
Prospect Financial Group LLC 8.08% Add +3.4% 104,966 $7.7M
1832 Asset Management L.P. 0.01% Reduce -8.3% 104,775 $7.7M
City State Bank 2.41% Reduce -3.4% 104,425 $7.7M
Retirement Capital Strategies 3.04% Add +1424.5% 104,260 $7.7M
Aurelius Family Office LLC 3.61% Reduce -1.5% 103,758 $7.6M
Laird Norton Wetherby Wealth Management, LLC 0.33% — 101,964 $7.5M
Bouchey Financial Group, Ltd. 0.62% Reduce -2.7% 101,812 $7.5M
Two Sigma Securities, LLC 0.93% New 101,763 $7.5M
Washington Trust Bank 0.63% Add +15.8% 101,612 $7.5M
Stephens Inc. 0.10% Add +1.1% 100,769 $7.4M
Note Advisors, LLC 5.10% Add +9.8% 100,229 $7.4M
Brooklyn FI, LLC 1.89% Add +6.8% 100,117 $7.4M
Liberty Capital Management, Inc. 1.49% Add +20.7% 100,007 $7.4M
Smartleaf Asset Management LLC 0.64% Add +29.6% 98,660 $7.2M
National Philanthropic Trust 0.10% No change 98,138 $7.2M
Commerce Bank 0.04% Reduce -10.0% 97,499 $7.2M
LifeGoal Investments, LLC 6.74% Add +25.9% 96,269 $7.1M
Valeo Financial Advisors, LLC 0.17% Add +44.6% 128,510 $7.1M
Park Avenue Securities LLC 0.06% Reduce -5.7% 94,974 $7.0M
Genesis Wealth Advisors, LLC 5.21% Add +8.1% 94,405 $7.0M
Commonwealth Retirement Investments LLC 2.64% Add +5.0% 94,174 $6.9M
Matrix Trust Co 1.10% Add +0.9% 93,694 $6.9M
Grove Bank & Trust 0.86% Add +0.2% 93,693 $6.9M
Integrated Advisors Network LLC 0.31% Add +6.0% 93,548 $6.9M
Saxony Capital Management, LLC 5.23% Reduce -11.5% 92,658 $6.8M
Ballentine Partners, LLC 0.10% Add +1.3% 92,524 $6.8M
Sage Rhino Capital LLC 1.44% Reduce -0.2% 92,268 $6.8M
Okabena Investment Services Inc. 1.51% Add +7.0% 92,209 $6.8M
Valtrion Capital Management, LLC 8.09% Add +1.6% 91,597 $6.7M
Advisory Services Network, LLC 0.11% Add +49.4% 92,122 $6.7M
Cary Street Partners Financial LLC 0.19% Add +9.2% 91,422 $6.7M
Cibc World Markets Corp. 0.04% Add +0.7% 91,138 $6.7M
Elios Financial Group Inc. 3.03% Add +10.0% 90,850 $6.7M
TrueWealth Financial Partners 3.64% Add +131.3% 89,557 $6.6M
Toews Corp. 0.96% Add +7.2% 89,300 $6.6M
EverSource Wealth Advisors, LLC 0.30% Add +22.6% 89,190 $6.6M
Cambria Investment Management, L.P. 0.44% Reduce -12.6% 89,454 $6.6M
Legacy Financial Group LLC 0.91% Reduce -1.1% 88,780 $6.5M
Summit X, LLC 1.20% Add +91.1% 87,386 $6.4M
L.K. Benson & Company, P.C. 3.92% Add +23.5% 86,793 $6.4M
SigFig Wealth Management, LLC 0.21% Reduce -2.5% 86,791 $6.4M
WealthCollab, LLC 3.57% Add +2.0% 86,301 $6.4M
Faithward Advisors, LLC 0.98% Add +24.8% 85,825 $6.3M
Root Financial Partners, LLC 0.61% Reduce -24.2% 85,817 $6.3M
Sound View Wealth Advisors Group, LLC 0.47% Reduce -0.3% 85,515 $6.3M
K2 Financial Inc. 5.53% Add +113.7% 86,415 $6.3M
Oak Hill Wealth Advisors, LLC 1.29% Add +3.7% 85,628 $6.2M
Sowell Financial Services LLC 0.25% Reduce -7.7% 84,312 $6.2M
Laird Norton Wetherby Trust Company, LLC 0.85% No change 84,212 $6.2M
B.O.S.S. Retirement Advisors, LLC 1.55% Add +5.1% 83,763 $6.2M
Motive Wealth Advisors 2.80% Reduce -12.0% 83,640 $6.2M
Verus Wealth Management, LLC 6.19% Add +7.1% 83,628 $6.2M
NewEdge Wealth, LLC 0.10% Add +14.3% 83,434 $6.1M
Peak Retirement Planning, Inc. 2.47% Add +90.0% 82,991 $6.1M
Kestra Private Wealth Services, LLC 0.09% Reduce -10.6% 82,964 $6.1M
Farrell Financial LLC 4.09% Add +10.4% 82,701 $6.1M
Ascent Group, LLC 0.24% Reduce -13.1% 82,208 $6.1M
PFW Advisors LLC 1.85% Reduce -1.3% 81,510 $6.0M
Independent Financial Group, LLC 0.16% Reduce -43.8% 79,685 $5.9M
HT Partners LLC 1.76% Reduce -9.6% 78,303 $5.8M
First Heartland Consultants, Inc. 0.51% Add +117.2% 77,997 $5.7M
Berger Financial Group, Inc 0.37% Reduce -3.8% 77,761 $5.7M
Horizons Wealth Management 4.13% Add +1.1% 77,590 $5.7M
Christopher J. Hasenberg, Inc 2.11% Add +6.5% 77,092 $5.7M
Swisher Financial Concepts, Inc. 3.66% Add +14.8% 76,902 $5.7M
Dynasty Wealth Management, LLC 0.10% Add +8.5% 76,893 $5.7M
Shelter Mutual Insurance Co 1.31% No change 76,583 $5.6M
Mayflower Financial Advisors, LLC 0.78% Add +1.9% 76,153 $5.6M
Capital Investment Services of America, Inc. 0.51% Reduce -0.3% 75,017 $5.5M
Inman Jager Wealth Management, LLC 3.73% Reduce -1.3% 74,912 $5.5M
Proffitt & Goodson Inc. 0.84% Add +0.3% 74,453 $5.5M
Hancock Whitney Corp. 0.10% Add +17.9% 74,324 $5.5M
Trust Co. of Vermont 0.25% Reduce -2.6% 73,336 $5.4M
Dohj, LLC 1.56% Add +195.3% 74,164 $5.4M
Modern Wealth Management, LLC 0.13% Reduce -4.2% 72,989 $5.4M
StoneX Group Inc. 0.26% Reduce -7.8% 72,703 $5.4M
Stonekeep Investments, LLC 3.59% Add +5.0% 72,445 $5.3M
CFS Investment Advisory Services, LLC 0.44% Reduce -4.3% 72,350 $5.3M
Fund Evaluation Group, LLC 0.21% Add +684.4% 72,279 $5.3M
Forbes Financial Planning, Inc. 3.55% Reduce -1.0% 71,472 $5.3M
Coldstream Capital Management Inc. 0.09% Add +8.1% 71,093 $5.2M
Sovran Advisors, LLC 0.55% Add +219.9% 71,556 $5.2M
HBK Sorce Advisory LLC 0.14% Add +1.6% 69,674 $5.1M
Bay Rivers Group 2.33% Reduce -0.0% 69,275 $5.1M
North Star Investment Management Corp. 0.36% Reduce -3.7% 69,174 $5.1M
Clarus Wealth Advisors 2.35% Reduce -61.3% 69,727 $5.1M
Womack Financial LLC 4.21% Add +4.2% 68,634 $5.1M
Motiv8 Investments LLC 3.09% Reduce -8.7% 68,516 $5.0M
EP Wealth Advisors, LLC 0.03% Reduce -14.2% 67,977 $5.0M
Pinnacle Bancorp, Inc. 1.54% Add +22.4% 67,792 $5.0M
Triad Wealth Partners, LLC 1.00% Add +50.3% 67,338 $5.0M
Motley Fool Wealth Management, LLC 0.30% Reduce -44.1% 67,239 $5.0M
Cobblestone Capital Advisors LLC 0.25% Add +35.3% 66,879 $4.9M
Market Street Wealth Management Advisors LLC 0.80% Add +3.4% 66,760 $4.9M
OneAscent Financial Services LLC 0.35% Reduce -19.6% 66,691 $4.9M
ETF Portfolio Partners, Inc. 1.36% Reduce -0.5% 66,598 $4.9M
Stratos Investment Management, LLC 0.22% Reduce -4.4% 66,523 $4.9M
Lantern Wealth Advisors, LLC 2.91% — 66,383 $4.9M
Shade Tree Advisors LLC 4.27% Add +20.6% 66,251 $4.9M
Rinkey Investments 1.47% Add +135.3% 66,238 $4.9M
MassMutual Private Wealth & Trust, FSB 0.13% Add +9.2% 66,130 $4.9M
MainStreet Investment Advisors LLC 0.67% Add +8.0% 65,931 $4.9M
Colony Family Offices, LLC 1.25% Add +13.3% 65,597 $4.8M
Meritas Wealth Management, LLC 2.65% Add +8.3% 65,406 $4.8M
Fragasso Financial Advisors Inc 0.32% Reduce -4.8% 65,235 $4.8M
Valpey Financial Services, LLC 3.32% — 65,108 $4.8M
J.W. Cole Advisors, Inc. 0.10% Add +80.0% 65,037 $4.8M
Sebold Capital Management, Inc. 2.94% Add +11.3% 64,725 $4.8M
Mma Asset Management LLC 1.83% Add +0.0% 64,722 $4.8M
Herold Advisors, Inc. 1.00% Add +2.8% 64,633 $4.8M
Glass Jacobson Investment Advisors llc 1.83% Add +23.6% 64,432 $4.7M
Stone Summit Wealth LLC 1.47% Reduce -0.1% 64,226 $4.7M
Marmo Financial Group, LLC 2.34% Reduce -1.2% 63,686 $4.7M
Human Investing LLC 0.74% Add +5.9% 63,615 $4.7M
Keel Point, LLC 0.31% Reduce -4.0% 63,280 $4.7M
Rathbones Group PLC 0.02% Reduce -6.4% 62,833 $4.6M
WealthShield Partners, LLC 0.56% Add +19.3% 62,703 $4.6M
First Manhattan Co. Llc. 0.01% Add +1742.5% 62,146 $4.6M
Lansing Street Advisors 1.36% Add +1.0% 61,985 $4.6M
Sarasin & Partners LLP 0.04% Reduce -6.7% 61,366 $4.5M
Manuka Financial, LLC 2.46% Add +6.0% 61,291 $4.5M
CreativeOne Wealth, LLC 0.12% Add +54.9% 60,966 $4.5M
Oak Wealth Advisors LLC 2.88% Add +17.1% 60,940 $4.5M
Rothschild Wealth LLC 1.10% Add +0.2% 60,721 $4.5M
WFA of San Diego, LLC 3.26% — 60,026 $4.4M
Chesley Taft & Associates LLC 0.20% Add +5.6% 59,440 $4.4M
WMG Financial Advisors, LLC 1.62% Add +0.3% 59,427 $4.4M
Signal Advisors Wealth, LLC 0.34% Reduce -1.0% 59,197 $4.4M
Fisher Asset Management 0.00% Reduce -28.8% 58,964 $4.3M
McGrath & Associates, Inc. 7.06% Reduce -14.5% 58,877 $4.3M
Private Wealth Asset Management, LLC 0.57% Add +2.6% 58,774 $4.3M
Consilio Wealth Advisors, LLC 1.54% Reduce -7.6% 58,987 $4.3M
William Howard & Co Financial Advisors Inc 3.77% Add +2.2% 58,633 $4.3M
Daymark Wealth Partners, LLC 0.16% Add +367.2% 58,055 $4.3M
Focus Financial Network, Inc. 0.17% Reduce -2.7% 57,381 $4.2M
Providence First Trust Co 1.49% Add +10.0% 57,176 $4.2M
Simplicity Wealth,LLC 0.17% Add +212.6% 57,043 $4.2M
Magnolia Capital Advisors LLC 1.05% Add +0.1% 56,835 $4.2M
Simon Quick Advisors, LLC 0.21% Add +118.2% 56,422 $4.2M
Bokf, NA 0.07% Add +22.5% 55,999 $4.1M
Total Wealth Planning, LLC 0.52% Reduce -2.8% 55,996 $4.1M
BCO Wealth Management LLC 2.93% Reduce -12.9% 55,847 $4.1M
MAS Advisors LLC 6.72% Reduce -29.5% 55,833 $4.1M
Plan Group Financial, LLC 1.35% Reduce -28.3% 55,808 $4.1M
Rothschild Capital Partners, LLC 1.08% Add +61.9% 55,692 $4.1M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Add +1.2% 55,677 $4.1M
Balentine LLC 0.16% Add +26.3% 55,038 $4.1M
Parallel Advisors, LLC 0.08% Add +6.1% 54,668 $4.0M
C M Bidwell & Associates Ltd. 2.08% Reduce -5.6% 54,568 $4.0M
Oppenheimer & Co. Inc. 0.05% Reduce -11.5% 54,083 $4.0M
Csenge Advisory Group 0.21% Add +54.6% 54,366 $4.0M
SOL Capital Management CO 0.38% Reduce -22.7% 53,475 $3.9M
Amundi 0.00% Add +54.6% 53,192 $3.9M
First Horizon Advisors, Inc. 0.10% Add +14.7% 52,712 $3.9M
AE Wealth Management LLC 0.03% Reduce -31.3% 52,535 $3.9M
Leeward Financial Partners, LLC 1.23% Add +6.1% 52,521 $3.9M
Bordeaux Wealth Advisors LLC 0.49% Add +1.2% 51,915 $3.8M
Rehmann Capital Advisory Group 0.23% Reduce -0.9% 51,904 $3.8M
TFC Financial Management, Inc. 0.52% Reduce -3.3% 51,793 $3.8M
Midwest Financial Network, LLC 3.78% Reduce -0.7% 51,781 $3.8M
Delta Asset Management LLC 0.33% Add +6.2% 51,727 $3.8M
Good Steward Wealth Advisors,LLC 2.98% Add +6.1% 51,609 $3.8M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -1.8% 51,501 $3.8M
JT Stratford LLC 0.58% Add +16.7% 51,378 $3.8M
Wealth Architects, LLC 0.38% Reduce -4.4% 51,222 $3.8M
Tower Research Capital LLC (TRC) 0.10% New 51,132 $3.8M
First Citizens Bank & Trust Co. 0.07% Add +2.3% 50,631 $3.7M
HTG Investment Advisors, Inc. 1.38% Add +41.2% 50,454 $3.7M
Taylor Hoffman Capital Management LLC 1.27% Reduce -2.4% 50,282 $3.7M
Koshinski Asset Management, Inc. 0.28% Reduce -2.0% 50,082 $3.7M
Jordan Park Group LLC 0.24% Add +7.0% 49,783 $3.7M
David Kennon Inc 1.37% Reduce -4.3% 49,761 $3.7M
Wealthspire Retirement, LLC 0.24% Reduce -6.7% 49,640 $3.7M
BankPlus Wealth Management LLC 2.42% Add +31.4% 49,597 $3.7M
Grove Street Fiduciary, LLC 1.74% Reduce -0.7% 49,001 $3.6M
Summit Wealth Partners, LLC 0.69% Reduce -14.4% 48,870 $3.6M
Lebenthal Global Advisors, LLC 0.67% Add +27.1% 48,845 $3.6M
Patten Group, Inc. 0.76% Reduce -4.0% 48,691 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Hiley Hunt Wealth Management 1.81% Reduce -2.4% 49,160 $3.6M
Mechanics Financial Corp 1.51% Add +23.5% 48,264 $3.6M
Kingsview Wealth Management, LLC 0.06% Reduce -17.9% 48,055 $3.5M
Diversify Advisory Services, LLC 0.13% Add +5.3% 47,594 $3.5M
Yukon Wealth Management, Inc. 1.25% New 47,373 $3.5M
Lowery Thomas, LLC 2.23% Add +7.3% 47,365 $3.5M
Plum Street Advisors, LLC 1.54% Add +87.5% 47,320 $3.5M
Seros Financial, LLC 2.21% Add +1.0% 47,294 $3.5M
Mesirow Financial Investment Management, Inc. 0.07% Add +8.1% 47,170 $3.5M
Haverford Trust Co 0.03% Reduce -5.0% 47,076 $3.5M
NYL Investors LLC 1.00% Reduce -2.8% 47,024 $3.5M
Great Valley Advisor Group, Inc. 0.08% Reduce -30.9% 46,471 $3.4M
Keeler & Nadler Financial Planning & Wealth Management 1.36% Reduce -31.8% 46,262 $3.4M
Mountain Pacific Investment Advisers LLC 0.25% Reduce -1.1% 46,200 $3.4M
Private Client Services, LLC 1.32% Add +75.3% 46,173 $3.4M
American Financial & Tax Strategies Inc. 1.76% Reduce -1.3% 46,142 $3.4M
General Partner, Inc. 1.98% No change 45,848 $3.4M
Charis Legacy Partners, LLC 5.52% Add +3.6% 45,513 $3.4M
PBMares Wealth Management LLC 0.61% Add +7.4% 45,308 $3.3M
Ieq Capital, LLC 0.02% Add +756.5% 45,164 $3.3M
UMB Bank, n.a. 0.05% Reduce -8.5% 45,015 $3.3M
Forum Private Client Group LLC 1.27% Add +0.1% 44,762 $3.3M
GWN Securities Inc. 0.61% Reduce -27.5% 44,324 $3.3M
Heritage Wealth Management, Inc. 2.46% Reduce -0.2% 44,113 $3.2M
Legacy Private Trust Co. 0.21% Reduce -3.4% 44,026 $3.2M
CGN Advisors LLC 0.29% Add +39.4% 43,855 $3.2M
GoalFusion Wealth Management, LLC 1.66% Reduce -17.3% 43,820 $3.2M
Gladstone Institutional Advisory LLC 0.13% Add +18.8% 43,763 $3.2M
Liberty Square Wealth Partners LLC 1.11% Reduce -14.1% 43,680 $3.2M
Exchange Bank 2.52% Reduce -6.1% 43,229 $3.2M
WCG Wealth Advisors LLC 0.20% Add +269.8% 42,712 $3.1M
TCI Wealth Advisors, Inc. 0.21% Add +50.5% 42,341 $3.1M
Foundations Investment Advisors, LLC 0.05% Reduce -3.9% 42,130 $3.1M
AEGON USA Investment Management, LLC 3.13% Reduce -1.5% 42,012 $3.1M
Blue Trust, Inc. 0.04% Reduce -27.2% 41,743 $3.1M
Coston, McIsaac & Partners 0.79% Reduce -1.0% 41,655 $3.1M
Trust Point Inc. 0.29% Add +8.5% 41,378 $3.0M
Howard Wealth Management, LLC 1.54% Add +0.4% 41,319 $3.0M
Tenret Co LLC 1.65% Add +8.1% 41,193 $3.0M
Floyd Financial Group LLC 2.77% Reduce -6.9% 40,982 $3.0M
Warner Financial, Inc. 1.23% Add +0.8% 40,638 $3.0M
AQR Capital Management 0.00% Add +114.8% 40,236 $3.0M
Sherman Asset Management, Inc. 2.61% Add +0.8% 39,950 $2.9M
Wilmington Savings Fund Society, FSB 0.05% Add +11.9% 39,943 $2.9M
Greystone Financial Group, LLC 0.48% Add +12.5% 39,880 $2.9M
Net Worth Advisory Group 0.65% Add +62.5% 39,848 $2.9M
Walkner Condon Financial Advisors LLC 0.54% Reduce -6.6% 39,609 $2.9M
Prudential PLC 0.02% Reduce -8.1% 39,565 $2.9M
Capital Square, LLC 1.55% Add +39.7% 39,880 $2.9M
Friedenthal Financial 1.59% Add +294.9% 39,352 $2.9M
Nikulski Financial, Inc. 0.79% Reduce -0.9% 39,352 $2.9M
RW Investment Management LLC 0.32% Reduce -0.0% 39,282 $2.9M
Pineridge Advisors LLC 1.04% Add +10.4% 39,153 $2.9M
Northern Trust Corp. 0.00% Reduce -3.7% 38,964 $2.9M
Gould Asset Management LLC 0.56% Reduce -2.6% 38,803 $2.9M
Avantax Planning Partners, Inc. 0.09% Add +19.0% 38,783 $2.9M
10Elms LLP 3.14% Reduce -2.5% 38,512 $2.8M
Tandem Wealth Advisors LLC 1.39% Add +2.8% 38,055 $2.8M
Financial Strategies Group, Inc. 0.58% Reduce -2.9% 37,892 $2.8M
Worth Asset Management, LLC 1.36% Add +24.3% 37,402 $2.8M
Reston Wealth Management LLC 0.96% Reduce -2.6% 37,376 $2.8M
Wealth Advisory Solutions, LLC 0.70% Add +17.7% 37,343 $2.7M
Frank, Rimerman Advisors LLC 0.18% Add +0.0% 37,159 $2.7M
Valmark Advisers, Inc. 0.04% Add +6.1% 37,155 $2.7M
Barden Capital Management, Inc. 2.39% Reduce -4.8% 37,095 $2.7M
Cwm, LLC 0.01% Reduce -34.1% 37,066 $2.7M
Argent Trust Co 0.10% Reduce -4.8% 36,975 $2.7M
Strategies Wealth Advisors, LLC 0.30% Reduce -21.4% 36,934 $2.7M
Nvwm, LLC 0.65% Add +0.5% 36,413 $2.7M
Cornerstone Financial Group, LLC 2.27% Add +3.0% 36,275 $2.7M
Nicolet Bankshares Inc. 0.46% Add +26.6% 36,188 $2.7M
Blue Oak Capital, LLC 1.39% Add +51.1% 36,043 $2.7M
Financial Avengers, Inc. 1.22% Add +28.5% 35,801 $2.6M
TD Waterhouse Canada Inc. 0.02% Add +12.5% 35,915 $2.6M
Cascade Financial Partners, LLC 0.31% Reduce -30.5% 35,312 $2.6M
United Advisor Group, LLC 0.45% Add +44.5% 35,290 $2.6M
Roger Wittlin Investment Advisory, LLC 1.45% Add +11.5% 35,235 $2.6M
PFC Capital Group, Inc. 1.20% Add +138.5% 35,175 $2.6M
Flagstar Securities, Inc. 0.71% Add +1.6% 34,923 $2.6M
Arax Advisory Partners 0.12% Add +91.1% 27,871 $2.5M
Allegiance Financial Group Advisory Services LLC 0.67% Add +9.4% 34,249 $2.5M
Stewardship Advisors, LLC 0.63% Add +34.0% 33,975 $2.5M
Security Financial Services, INC. 0.44% Add +1.4% 33,928 $2.5M
Michels Family Financial, LLC 2.11% Add +1.2% 33,686 $2.5M
First PREMIER Bank 0.60% Reduce -10.6% 33,538 $2.5M
Transcendent Capital Group LLC 1.27% Add +4.1% 33,545 $2.5M
Evanson Asset Management, LLC 0.15% Add +14.5% 33,532 $2.5M
DAVENPORT & Co LLC 0.01% Reduce -13.6% 33,444 $2.5M
5T Wealth, LLC 1.24% Add +453.2% 33,121 $2.4M
Neuberger Berman Group LLC 0.00% Add +8.2% 32,859 $2.4M
Oldfather Financial Services, LLC 0.83% Add +20.1% 32,736 $2.4M
HB Wealth Management, LLC 0.02% Reduce -11.3% 32,730 $2.4M
Quantum Financial Planning Services, Inc. 1.13% Reduce -89.9% 32,636 $2.4M
Scotia Capital Inc. 0.01% Add +1.5% 32,562 $2.4M
Moneta Group Investment Advisors LLC 0.03% Reduce -18.8% 32,489 $2.4M
Centaurus Financial, Inc. 0.14% Reduce -4.7% 32,468 $2.4M
Strategic Investment Advisors / MI 0.23% Reduce -3.6% 32,487 $2.4M
Compass Ion Advisors, LLC 0.26% Add +1.9% 32,346 $2.4M
FC Advisory LLC 0.73% Add +2.0% 32,171 $2.4M
REDW Wealth LLC 0.94% Reduce -9.9% 32,009 $2.4M
City Holding Co. 0.31% Add +5.8% 31,998 $2.4M
Main Street Financial Solutions, LLC 0.17% Add +122.0% 31,988 $2.4M
Janney Capital Management LLC 0.15% Reduce -0.2% 31,888 $2.3M
Traveka Wealth, LLC 1.24% Add +31.5% 31,875 $2.3M
Thrive Capital Management, LLC 0.73% Add +181.6% 31,706 $2.3M
Gateway Wealth Partners, LLC 0.44% Reduce -3.3% 31,437 $2.3M
Vigilare Wealth Management 0.86% Reduce -14.6% 31,196 $2.3M
Strategic Financial Concepts, LLC 0.32% Reduce -32.2% 31,109 $2.3M
Planning Alternatives Ltd. 0.32% Add +270.2% 31,024 $2.3M
Gordian Advisors LLC 1.63% Reduce -4.7% 30,893 $2.3M
GEN Financial Management, INC. 1.86% Reduce -3.0% 30,850 $2.3M
Everhart Financial Group, Inc. 0.26% Reduce -2.9% 30,733 $2.3M
PAX Financial Group, LLC 0.43% Reduce -4.3% 30,672 $2.3M
Narus Financial Partners, LLC 0.70% Reduce -24.7% 30,626 $2.3M
Stonebridge Financial Planning Group, LLC 0.94% Reduce -3.7% 30,475 $2.2M
HFG Advisors, Inc. 1.77% Add +11.2% 30,380 $2.2M
Stage Harbor Financial, LLC 1.82% Reduce -10.4% 30,376 $2.2M
Sax Wealth Advisors, LLC 0.14% Reduce -9.3% 30,353 $2.2M
Stratos Wealth Advisors, LLC 0.12% Add +2.3% 29,841 $2.2M
Burns J W & Co. Inc. 0.27% Reduce -12.9% 29,773 $2.2M
Eastern Bank 0.04% Add +15.8% 29,768 $2.2M
Talon Private Wealth, LLC 0.30% Add +61.9% 29,694 $2.2M
Continental Investors Services, Inc. 3.91% Reduce -4.0% 29,570 $2.2M
Wiser Advisor Group LLC 3.78% Reduce -3.6% 29,569 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.25% Reduce -22.7% 29,484 $2.2M
Silverlake Wealth Management LLC 0.64% New 29,414 $2.2M
BCS Private Wealth Management, Inc. 0.81% — 29,335 $2.2M
Cardiff Park Advisors, LLC 0.19% Add +4.5% 29,303 $2.2M
Pacific Wealth Strategies Group, Inc. 1.42% Reduce -2.8% 29,420 $2.2M
Straight Path Wealth Management 0.73% Add +1.0% 29,137 $2.1M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.1M
PCG Asset Management, LLC 1.84% Reduce -4.0% 29,045 $2.1M
Moneda S.A. Administradora General de Fondos 2.31% Add +2.4% 28,940 $2.1M
Investment Advisory Group, LLC 0.64% Add +12.4% 28,687 $2.1M
Zions Bancorporation, National Association 0.11% Add +3179.9% 28,634 $2.1M
Scissortail Wealth Management, LLC 0.50% Reduce -0.1% 28,531 $2.1M
MAI Capital Management 0.01% Reduce -5.3% 27,971 $2.1M
World Investment Advisors 0.05% Reduce -2.4% 27,619 $2.0M
Tillman Hartley LLC 0.57% Add +0.3% 27,544 $2.0M
Fagan Associates, Inc. 0.31% Add +1.1% 27,522 $2.0M
SVB Wealth LLC 0.11% New 27,416 $2.0M
First National Bank of Omaha 0.13% Add +2.6% 27,309 $2.0M
Cutler Investment Counsel LLC 0.22% Add +3.4% 27,281 $2.0M
Dakota Wealth Management 0.04% Reduce -0.6% 27,174 $2.0M
Kathleen S. Wright Associates Inc. 0.78% Reduce -7.3% 27,153 $2.0M
Empowered Funds, LLC 0.02% New 27,188 $2.0M
Sigma Planning Corp 0.06% Add +3.3% 26,924 $2.0M
Bath Savings Trust Co 0.20% Add +1.8% 26,854 $2.0M
Ashton Thomas Private Wealth, LLC 0.07% Add +62.5% 26,789 $2.0M
Washington Trust Advisors, Inc. 0.16% Reduce -1.1% 26,630 $2.0M
Willow Creek Wealth Management Inc. 0.18% Reduce -13.4% 26,485 $2.0M
First United Bank & Trust 0.68% Reduce -8.3% 26,424 $1.9M
Blume Capital Management, Inc. 0.39% Reduce -5.3% 26,325 $1.9M
Marotta Asset Management 0.39% Add +10.5% 26,310 $1.9M
Fiducient Advisors LLC 0.24% Add +3.4% 26,163 $1.9M
Allodium Investment Consultants, LLC 1.21% Add +8.0% 25,974 $1.9M
Apollon Wealth Management, LLC 0.04% Reduce -15.6% 25,899 $1.9M
Silver Oak Securities, Incorporated 0.16% Reduce -86.5% 25,848 $1.9M
Regions Financial Corp. 0.01% Reduce -27.1% 25,835 $1.9M
Ramiah Investment Group 2.05% Reduce -2.2% 25,831 $1.9M
Parkside Advisors LLC 0.42% Reduce -3.5% 25,754 $1.9M
Clearstead Trust, LLC 0.36% Add +0.2% 25,705 $1.9M
Innealta Capital, LLC 1.00% Add +8.2% 25,691 $1.9M
Northwest Financial Advisors 2.64% Add +1.5% 25,686 $1.9M
Beaumont Financial Advisors, LLC 0.14% Add +0.8% 25,622 $1.9M
Evergreen Capital Management LLC 0.06% No change 25,512 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +34.5% 25,025 $1.8M
Single Point Partners, LLC 0.40% Reduce -5.3% 24,976 $1.8M
Evensky & Katz LLC 0.11% Reduce -15.3% 24,951 $1.8M
Truepoint, Inc. 0.05% Add +27.5% 24,678 $1.8M
Cibc World Market Inc. 0.00% Add +1.2% 24,674 $1.8M
BOK Financial Private Wealth, Inc. 0.12% Reduce -12.6% 24,557 $1.8M
TABR Capital Management, LLC 1.55% Add +6.3% 24,534 $1.8M
Passive Capital Management, LLC. 0.56% Add +11.4% 24,491 $1.8M
Founders Financial Securities LLC 0.14% Add +16.6% 24,348 $1.8M
Eley Financial Management, Inc 0.69% Reduce -0.4% 24,316 $1.8M
Westside Investment Management, Inc. 0.33% Reduce -4.6% 24,301 $1.8M
Culbertson A N & Co. Inc. 0.27% Reduce -11.3% 24,299 $1.8M
NorthCrest Asset Manangement, LLC 0.05% Reduce -26.5% 24,310 $1.8M
Fairway Wealth LLC 0.57% Add +32.5% 24,072 $1.8M
RFP Financial Group LLC 0.73% Reduce -0.1% 24,060 $1.8M
Steel Grove Capital Advisors, LLC 0.21% Add +11.1% 23,888 $1.8M
Red Tortoise LLC 0.86% Add +0.1% 23,883 $1.8M
Hohimer Wealth Management, LLC 0.32% Add +16.1% 23,868 $1.8M
PKS Advisory Services, LLC 0.43% Reduce -8.3% 23,865 $1.8M
Ameritas Advisory Services, LLC 0.09% Reduce -38.0% 23,856 $1.8M
Guardian Asset Advisors, LLC 1.01% Add +4.5% 23,823 $1.8M
Accelerate Investment Advisors LLC 1.30% Add +1.4% 23,802 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -30.7% 23,705 $1.7M
Cypress Point Wealth Management, LLC 0.42% Add +4.9% 23,636 $1.7M
Western Wealth Management, LLC 0.10% Reduce -6.5% 23,573 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.64% Add +16.2% 23,488 $1.7M
Mayport, LLC 0.41% Add +41.5% 23,221 $1.7M
Accredited Wealth Management, LLC 1.39% Reduce -2.5% 23,214 $1.7M
Center For Asset Management LLC 1.05% Reduce -35.4% 23,725 $1.7M
Carrera Capital Advisors 0.34% Reduce -28.6% 23,183 $1.7M
Capital Insight Partners, LLC 0.30% Reduce -0.7% 23,152 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -31.5% 22,966 $1.7M
Mitchell McLeod Pugh & Williams Inc. 0.31% Add +17.6% 22,916 $1.7M
Old Port Advisors 0.46% Reduce -20.9% 22,855 $1.7M
Connecticut Wealth Management, LLC 0.08% Reduce -40.6% 22,834 $1.7M
Joel Adams & Associates, Inc. 1.48% Add +4.4% 22,697 $1.7M
Three Seasons Wealth, LLC 0.19% Add +80.7% 22,599 $1.7M
Flow Traders U.S. LLC 0.06% New 22,459 $1.7M
Robertson Stephens Wealth Management, LLC 0.06% Add +13.9% 22,279 $1.6M
Fort Point Capital Partners LLC 0.16% Add +252.6% 22,261 $1.6M
Arrowroot Family Office, LLC 0.73% — 22,252 $1.6M
Ellenbecker Investment Group 0.26% Reduce -29.6% 22,101 $1.6M
Aegis Wealth Management LLC 0.97% Reduce -1.3% 22,110 $1.6M
Fort Henry Capital, LLC 1.09% Add +1.6% 22,030 $1.6M
RBA Wealth Management, LLC 0.60% Reduce -0.7% 21,991 $1.6M
Southland Equity Partners LLC 0.35% Add +1.1% 21,928 $1.6M
Wells Financial Advisors INC 2.20% Reduce -17.0% 21,786 $1.6M
Evolution Wealth Advisors, LLC 0.23% New 21,780 $1.6M
Arrow Financial Corp 0.17% Reduce -7.6% 21,614 $1.6M
Blair William & Co. 0.00% Reduce -25.7% 21,597 $1.6M
Seldon Capital LP 0.69% No change 21,582 $1.6M
Chicago Capital, LLC 0.04% Add +9.1% 21,572 $1.6M
Conquis Financial LLC 1.53% Add +4.0% 21,477 $1.6M
GW&K Investment Management, LLC 0.01% Add +41.6% 21,406 $1.6M
Shakespeare Wealth Management, LLC 0.42% Reduce -6.7% 21,350 $1.6M
William Mack & Associates, Inc. 1.00% Reduce -6.1% 21,347 $1.6M
Mission Creek Capital Partners, Inc. 0.35% Reduce -0.8% 21,273 $1.6M
GeoWealth Management, LLC 0.06% Reduce -60.4% 21,089 $1.6M
Wealthcare Advisory Partners LLC 0.04% Reduce -89.6% 21,084 $1.6M
Cape Cod Five Cents Savings Bank 0.14% No change 20,658 $1.6M
Webster Bank, N. A. 0.16% Reduce -2.1% 21,010 $1.5M
Pioneer Wealth Management Group 0.57% Add +10.0% 20,945 $1.5M
Level Four Advisory Services, LLC 0.06% Add +0.2% 20,914 $1.5M
Integrity Wealth Solutions LLC 0.75% Reduce -10.2% 20,904 $1.5M
Leo Wealth, LLC 0.12% Add +60.2% 20,895 $1.5M
Midwest Trust Co 0.02% — 20,795 $1.5M
First Citizens Financial Corp 0.84% Add +2.1% 20,728 $1.5M
Private Trust Co. NA 0.14% Reduce -2.3% 20,665 $1.5M
Legacy Capital Wealth Partners, LLC 0.35% Reduce -0.1% 20,658 $1.5M
Independent Wealth Network Inc. 0.55% Add +8.8% 20,482 $1.5M
Diversified Enterprises, LLC 0.11% Reduce -5.2% 20,474 $1.5M
Spire Wealth Management 0.05% Reduce -27.7% 20,452 $1.5M
SJS Investment Consulting Inc. 0.24% Reduce -30.7% 20,269 $1.5M
Colonial Trust Co / SC 0.22% Add +126.1% 20,249 $1.5M
Novus Advisors, LLC 2.27% Reduce -52.3% 20,245 $1.5M
Cumberland Advisors Inc. 0.62% Add +5.7% 20,085 $1.5M
MBA Advisors LLC 0.68% Reduce -3.1% 20,075 $1.5M
Family Wealth Partners, LLC 0.59% Add +34.8% 19,914 $1.5M
Pinnacle Family Advisors, LLC 0.71% Add +31.8% 19,909 $1.5M
St Germain D J Co. Inc. 0.06% Add +13.7% 19,746 $1.5M
Bell Investment Advisors, Inc 0.25% Reduce -7.3% 19,742 $1.5M
Squire Investment Management Company, LLC 0.54% Add +16.2% 19,736 $1.5M
Gryphon Financial Partners LLC 0.19% Add +3.7% 19,708 $1.5M
Flagship Private Wealth, LLC 0.62% Reduce -17.1% 19,701 $1.5M
Edge Financial Advisors LLC 0.76% Reduce -2.6% 19,745 $1.4M
Nations Financial Group Inc, /Ia/ 0.10% Add +1.7% 19,572 $1.4M
Endowment Wealth Management, Inc. 0.74% Reduce -2.3% 19,556 $1.4M
Red Wave Investments LLC 0.47% Reduce -7.5% 19,490 $1.4M
Acas, LLC 0.95% Reduce -1.1% 19,266 $1.4M
MN Wealth Advisors, LLC 0.83% Reduce -1.7% 19,293 $1.4M
Wealth Group Ltd 0.36% Reduce -1.0% 19,173 $1.4M
Apeiron RIA LLC 0.36% Reduce -4.3% 19,124 $1.4M
WASHINGTON TRUST Co 0.05% No change 19,035 $1.4M
Meridian Wealth Partners, LLC 0.20% Add +3.4% 18,995 $1.4M
Creekside Partners 0.66% Add +0.3% 18,926 $1.4M
Synergy Investment Management, LLC 0.84% Reduce -2.6% 18,923 $1.4M
Brookwood Investment Group LLC 0.22% Reduce -1.0% 18,915 $1.4M
Cumberland Partners Ltd 0.10% No change 18,640 $1.4M
Keystone Wealth Services, LLC 0.33% Reduce -0.5% 18,607 $1.4M
WealthCare Investment Partners, LLC 0.49% Add +2.7% 18,627 $1.4M
Private Capital Management, LLC 0.14% Add +22.2% 18,446 $1.4M
Legacy Financial Strategies, LLC 0.27% Add +0.1% 18,437 $1.4M
Flagship Harbor Advisors, LLC 0.06% Reduce -11.9% 18,430 $1.4M
HBW Advisory Services LLC 0.17% Reduce -14.9% 18,421 $1.4M
Money Concepts Capital Corp. 0.09% Reduce -0.1% 18,334 $1.3M
Applied Capital LLC 0.59% Reduce -1.8% 18,272 $1.3M
Kings Path Partners LLC 0.54% Reduce -61.6% 18,144 $1.3M
NBT Bank, N.A. 0.09% Reduce -1.5% 18,094 $1.3M
Cahaba Wealth Management, Inc. 0.10% Reduce -6.5% 17,904 $1.3M
Cascade Investment Group, Inc. 0.92% Add +4.1% 17,835 $1.3M
Goelzer Investment Management, Inc. 0.07% No change 17,719 $1.3M
Balanced Rock Investment Advisors LLC 1.02% Reduce -59.2% 17,684 $1.3M
Orleans Capital Management Corp. 0.69% Reduce -5.9% 17,575 $1.3M
Clark Asset Management, LLC 0.18% Add +52.1% 17,537 $1.3M
Strategic Financial Planning, Inc. 0.80% Add +6.3% 17,455 $1.3M
Ted Buchan & Co 0.51% Reduce -23.9% 17,408 $1.3M
Twin Peaks Wealth Advisors, LLC 0.41% Add +98.8% 17,439 $1.3M
Factor Wealth Management LTD 0.35% Add +9.0% 17,182 $1.3M
Websterrogers Financial Advisors, LLC 0.40% Add +2.3% 17,173 $1.3M
Fiduciary Group, LLC 0.12% Reduce -1.4% 17,066 $1.3M
B & T Capital Management DBA Alpha Capital Management 0.22% Reduce -1.4% 17,014 $1.3M
Diversified Portfolios, Inc. 0.12% Reduce -2.9% 17,010 $1.3M
Investment Research & Advisory Group, Inc. 0.46% Add +5.7% 16,936 $1.2M
Sincerus Advisory, LLC 1.17% Add +4.8% 16,990 $1.2M
Hidden Cove Wealth Management, LLC 0.89% New 16,746 $1.2M
American Trust 0.12% Reduce -9.2% 16,722 $1.2M
PFG Investments, LLC 0.07% Add +28.3% 16,681 $1.2M
Lynx Investment Advisory 0.80% New 16,647 $1.2M
Avion Wealth 0.28% Reduce -1.3% 16,526 $1.2M
Evoke Wealth, LLC 0.03% Reduce -5.6% 16,497 $1.2M
Perennial Investment Advisors, LLC 0.12% Reduce -3.7% 16,451 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Reduce -12.3% 16,383 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -29.1% 16,358 $1.2M
Centurion Wealth Management LLC 0.34% Reduce -11.4% 16,337 $1.2M
Silverleafe Capital Partners, LLC 0.42% Reduce -0.7% 16,239 $1.2M
First International Bank of Israel Ltd. 0.70% — 16,140 $1.2M
Capital Planning Advisors, LLC 0.17% Reduce -5.2% 16,125 $1.2M
First Pacific Financial 0.17% Add +11.7% 16,089 $1.2M
Schmidt P J Investment Management Inc. 0.20% Add +26.5% 16,058 $1.2M
Tactive Advisors, LLC 0.38% — 15,971 $1.2M
VERITY Wealth Advisors 0.79% Add +0.7% 15,947 $1.2M
Cordgrass Capital Advisors, LLC 0.32% Add +53.0% 15,890 $1.2M
Compass Capital Corp. /Ma/ 0.55% Add +50.6% 15,918 $1.2M
MorganRosel Wealth Management, LLC 0.32% Reduce -3.0% 15,852 $1.2M
First National Trust Co 0.04% Add +14.2% 15,634 $1.2M
Life Planning Partners, Inc 0.92% Reduce -1.5% 15,631 $1.2M
Caldwell Trust Co 0.12% Add +0.3% 15,620 $1.2M
Archer Investment Corp 0.27% Reduce -9.3% 15,415 $1.1M
Wheelhouse Advisory Group LLC 0.56% Add +30.9% 15,385 $1.1M
Wedbush Securities Inc. 0.04% Reduce -6.2% 15,232 $1.1M
Grey Fox Wealth Advisors, LLC 0.27% Reduce -1.4% 15,186 $1.1M
Thrivent Financial for Lutherans 0.00% Add +50.5% 15,028 $1.1M
BCGM Wealth Management, LLC 0.31% Add +1.1% 15,010 $1.1M
Belpointe Asset Management LLC 0.05% Add +82.0% 15,009 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.14% Add +10.8% 14,965 $1.1M
Meeder Advisory Services, Inc. 0.06% Reduce -94.4% 14,926 $1.1M
Burton Enright Welch 0.19% Reduce -12.1% 14,910 $1.1M
Aspire Private Capital, LLC 0.25% Add +2.4% 14,832 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -89.4% 14,758 $1.1M
Long Run Wealth Advisors, LLC 0.23% Reduce -15.1% 14,603 $1.1M
Blalock Williams, LLC 1.06% New 14,444 $1.1M
Moneco Advisors, LLC 0.10% Add +55.2% 14,413 $1.1M
Decker Retirement Planning Inc. 0.61% Add +3.2% 14,363 $1.1M
Private Wealth Management Group, LLC 0.35% Reduce -2.0% 14,330 $1.1M
Traphagen Investment Advisors LLC 0.10% New 14,294 $1.1M
HUB Investment Partners, LLC 0.04% Add +13.4% 14,107 $1.0M
Ruedi Wealth Management, Inc. 0.31% Add +2.2% 14,076 $1.0M
Lodestone Wealth Management LLC 0.50% Reduce -7.2% 14,018 $1.0M
Coordinated Financial Services, Inc. 0.72% — 14,004 $1.0M
Martin Worley Group 0.50% Reduce -12.2% 13,909 $1.0M
Hendershot Investments Inc. 0.14% Reduce -3.2% 13,870 $1.0M
Sharp Wealth Advisory, LLC 0.66% Add +1.8% 13,859 $1.0M
Quadrant Private Wealth Management, LLC 0.21% New 13,858 $1.0M
Hemington Wealth Management 0.15% Reduce -7.7% 13,851 $1.0M
Welch & Forbes LLC 0.01% Add +11.7% 13,818 $1.0M
Garrison Point Advisors, LLC 0.47% Add +8.9% 13,785 $1.0M
Graypoint LLC 0.06% Reduce -1.4% 13,774 $1.0M
Catalyst Financial Partners LLC 0.11% No change 13,735 $1.0M
Finward Bancorp 0.80% No change 13,719 $1.0M
Fiduciary Trust Co 0.01% Add +196.6% 13,682 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +20.8% 13,679 $1.0M
Absolute Capital Management, LLC 0.50% Reduce -6.9% 13,632 $1.0M
Safeguard Investment Advisory Group, LLC 0.25% New 13,623 $1.0M
Swmg, LLC 0.34% Reduce -54.9% 13,723 $1.0M
Sims Investment Management, LLC 0.40% Add +6.7% 13,573 $999K
Global Assets Advisory, LLC 0.39% New 13,565 $995K
Clark Capital Management Group, Inc. 0.01% Add +93.7% 13,497 $994K
Heritage Financial Services, LLC 0.10% Reduce -30.9% 13,490 $993K
Chesapeake Wealth Management 0.33% Add +41.7% 13,465 $991K
Linscomb Wealth, Inc. 0.05% Reduce -0.0% 13,326 $981K
Piedmont Capital Management, LLC 0.56% Reduce -0.6% 13,212 $973K
Crestwood Advisors Group, LLC 0.02% Add +0.9% 13,209 $973K
Medallion Wealth Advisors, LLC 0.37% Add +0.9% 13,210 $970K
Sloy Dahl & Holst, LLC 0.13% Add +5.0% 13,158 $969K
Fiduciary Advisors, Inc. 0.85% Add +2.1% 13,139 $967K
Lion Street Advisors, LLC 0.29% Add +3.1% 13,138 $967K
Sequent Planning LLC 0.31% Add +18.5% 13,126 $967K
Arete Wealth Advisors, LLC 0.07% Add +4.8% 13,033 $960K
Uptick Partners, LLC 0.27% Reduce -3.9% 13,027 $959K
eCIO, Inc. 0.40% Add +9.2% 13,009 $958K
SilverOak Wealth Management LLC 0.18% Add +2.4% 12,988 $956K
Novem Group 0.12% Reduce -18.1% 12,921 $951K
Equity Investment Corp. 0.02% Add +1.0% 12,875 $948K
Bryant Woods Investment Advisors, LLC 0.41% Add +1.0% 12,859 $947K
Wick Capital Partners, LLC 0.25% Add +85.2% 22,248 $944K
Hardin Capital Partners, LLC 0.55% Add +4.5% 12,850 $942K
Northwest Capital Management Inc 0.51% Reduce -32.4% 12,718 $936K
Integrity Alliance, Llc. 0.05% Reduce -23.6% 12,534 $923K
VestGen Investment Management 0.66% Reduce -27.3% 12,490 $920K
SouthState Bank Corp 0.04% Reduce -47.2% 12,410 $914K
Penobscot Wealth Management 0.33% Add +17.9% 12,403 $913K
International Assets Investment Management, LLC 0.07% Reduce -22.7% 12,366 $911K
Avidian Wealth Enterprises, LLC 0.04% Reduce -25.3% 12,286 $905K
HCR Wealth Advisors 0.11% Add +29.4% 12,226 $900K
LJI Wealth Management, LLC 0.16% Add +14.9% 12,206 $899K
National Wealth Management Group, LLC 0.50% Reduce -10.8% 12,191 $898K
American Investment Services, Inc. 0.23% Add +8.5% 12,155 $895K
Opes Wealth Management LLC 0.16% Add +79.9% 12,074 $889K
Prosperity Consulting Group, LLC 0.06% New 12,007 $884K
Keystone Global Partners, LLC 0.48% Reduce -1.1% 11,969 $881K
Zacks Investment Management 0.01% Add +56.3% 11,961 $881K
Sellwood Investment Partners LLC 0.42% Add +2.9% 11,948 $880K
Kingswood Wealth Advisors, LLC 0.07% Reduce -6.9% 11,853 $873K
Trinity Wealth Management, LLC 0.34% Add +115.9% 11,795 $868K
Horizon Investment Services, LLC 0.38% Reduce -9.4% 11,746 $865K
Sandbox Financial Partners, LLC 0.27% Add +0.5% 11,698 $861K
Ashton Thomas Securities, LLC 0.21% Reduce -18.5% 11,643 $857K
Wealth Management Nebraska 0.12% Reduce -22.8% 11,653 $855K
Sovereign Financial Group, Inc. 0.18% Reduce -6.5% 11,571 $852K
Seven Mile Advisory 0.51% Reduce -26.1% 11,531 $849K
Power Wealth Management LLC 0.32% Reduce -10.8% 11,473 $845K
Good Life Advisors, LLC 0.05% Add +92.1% 11,420 $841K
BayBridge Capital Group, LLC 0.53% Reduce -3.8% 11,297 $832K
Christensen, King & Associates Investment Services, Inc. 0.38% Add +1.4% 11,294 $832K
Calton & Associates, Inc. 0.14% Add +18.4% 11,264 $829K
FSA Wealth Management LLC 0.32% Reduce -24.1% 11,262 $829K
Addison Advisors LLC 0.21% Add +2.2% 11,189 $824K
Conrad Siegel Investment Advisors, Inc. 0.18% Add +3.5% 11,184 $824K
Claro Advisors Inc. 0.14% Reduce -4.6% 11,135 $820K
Signature Estate & Investment Advisors LLC 0.02% Reduce -3.5% 11,043 $813K
Aua Capital Management, LLC 0.48% No change 11,005 $810K
Institute for Wealth Management, LLC. 0.09% Add +3.8% 10,990 $809K
Capital Analysts, LLC 0.03% Add +33.8% 10,897 $803K
JMG Financial Group, Ltd. 0.02% Add +0.1% 10,875 $801K
Pinnacle Financial Group, LLC / IL 0.27% Reduce -8.6% 10,813 $794K
Cedar Mountain Advisors, LLC 0.16% No change 10,768 $793K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.0% 10,738 $791K
Pitti Group Wealth Management, LLC 0.68% Add +7.6% 10,707 $788K
Journey Strategic Wealth LLC 0.03% Reduce -0.9% 10,669 $786K
Optivise Advisory Services LLC 0.40% No change 10,542 $776K
Argonautica Private Wealth Management, Inc. 0.25% Reduce -0.4% 10,518 $774K
McLean Asset Management Corp 0.20% Add +5.7% 10,559 $774K
Bank of New Hampshire 0.19% Add +197.8% 10,493 $773K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +39.6% 10,470 $771K
2UniFi Bank 0.43% Add +62.9% 10,399 $766K
Dravo Bay LLC 0.37% Add +2.7% 10,406 $765K
Cape Investment Advisory, Inc. 0.28% Add +20.2% 10,343 $762K
Clear Creek Financial Management, LLC 0.07% Reduce -18.4% 10,319 $760K
Impact Capital Partners LLC 0.25% Reduce -0.0% 10,291 $758K
Orcam Financial Group 0.66% Add +0.1% 10,285 $757K
Shorepath Capital Management LLC 0.62% No change 10,275 $757K
Widmann Financial Services, Inc. 0.52% No change 10,218 $752K
Security National Bank of Sioux City Iowa 0.53% Reduce -1.4% 10,200 $751K
Wealthstream Advisors, Inc. 0.12% Reduce -39.5% 10,185 $750K
Providence Capital Advisors, LLC 0.14% New 10,093 $743K
Edgestream Partners, L.P. 0.02% New 9,986 $735K
Tme Financial, Inc. 0.59% Reduce -0.7% 9,959 $733K
UNIVEST FINANCIAL Corp 0.04% Reduce -59.1% 9,939 $732K
Traynor Capital Management, Inc. 0.05% Add +8.1% 9,971 $731K
Genesis Private Wealth, LLC 0.34% Reduce -0.2% 9,898 $729K
Regal Investment Advisors LLC 0.05% Add +9.8% 9,792 $721K
Hill Investment Group Partners, LLC 0.09% Add +13.4% 9,777 $720K
Roberts Glore & Co. Inc. 0.21% Reduce -5.6% 9,761 $719K
IHT Wealth Management, LLC 0.02% Reduce -56.4% 9,723 $716K
Red Crane Wealth Management, LLC 0.65% No change 9,684 $713K
Manchester Capital Management LLC 0.09% Add +839.2% 9,646 $710K
Capital Investment Advisors, LLC 0.01% Reduce -3.2% 9,581 $705K
BridgePort Financial Solutions, LLC 0.23% Add +0.4% 9,527 $701K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.5% 9,485 $698K
Keybank National Association 0.00% Add +35.5% 9,460 $697K
Evelyn Partners Asset Management Ltd 0.18% Add +17.5% 9,453 $696K
Insigneo Advisory Services, LLC 0.06% Reduce -14.2% 9,401 $692K
Covestor Ltd 0.41% Add +34.6% 9,395 $692K
Myecfo, LLC 0.34% Reduce -0.9% 9,354 $689K
Wingate Wealth Advisors, Inc. 0.61% New 9,244 $681K
Novak & Powell Financial Services, Inc. 0.47% Reduce -20.6% 9,223 $679K
Marion Wealth Management 0.17% Add +2.0% 9,213 $678K
CENTRAL TRUST Co 0.02% Add +578.4% 9,185 $676K
WPG Advisers, LLC 0.57% Add +49.1% 9,166 $675K
Lifeworks Advisors, LLC 0.10% Add +1.1% 9,155 $674K
Taylor & Morgan Wealth Management, LLC 0.45% Reduce -2.9% 9,145 $673K
Sound Income Strategies, LLC 0.04% Reduce -4.6% 9,122 $672K
Aldebaran Financial Inc. 0.74% Add +29.5% 9,097 $670K
Brighton Jones LLC 0.02% Reduce -4.4% 9,067 $668K
Copperleaf Capital, LLC 0.34% Reduce -10.0% 9,061 $667K
Riverpoint Wealth Management Holdings, LLC 0.16% Reduce -1.7% 9,052 $666K
My Personal CFO, LLC 0.30% Add +0.1% 9,048 $666K
Arlington Trust Co LLC 0.13% No change 9,040 $666K
South Plains Financial, Inc. 0.47% Reduce -3.3% 9,031 $665K
TOWER TRUST & INVESTMENT Co 0.47% Add +2.4% 9,028 $665K
Opulen Financial Group LLC 0.54% Add +0.9% 8,992 $662K
Beacon Wealthcare LLC 0.25% Reduce -13.5% 8,954 $659K
Oregon Pacific Wealth Management, LLC 0.62% Reduce -20.6% 8,931 $658K
Cornerstone Advisors Asset Management, LLC 0.13% Add +19.6% 8,915 $656K
Madden Advisory Services, Inc. 0.28% Add +12.4% 8,873 $653K
Wise Wealth Partners 1.08% Add +11.6% 8,811 $649K
Country Club Bank 0.04% Reduce -3.8% 8,833 $648K
Wealth Effects LLC 0.24% Reduce -2.2% 8,748 $644K
Fischer Investment Strategies, LLC 0.43% Reduce -7.3% 8,678 $639K
Retirement Wealth Solutions LLC 0.46% Add +1.0% 8,627 $635K
Lazari Capital Management, Inc. 0.24% Add +7.7% 8,600 $633K
McAdam, LLC 0.03% Reduce -13.9% 8,595 $633K
Thomasville National Bank 0.04% No change 8,563 $630K
Blue Barn Wealth, LLC 0.30% Reduce -3.2% 8,535 $628K
Shufro Rose & Co. LLC 0.05% Reduce -9.0% 8,553 $628K
Key Financial Inc 0.13% Add +0.0% 8,529 $628K
Optima Capital LLC 0.34% Add +0.7% 8,527 $628K
Callan Family Office, LLC 0.02% Add +0.3% 8,489 $625K
Richardson Financial Services Inc. 0.42% Reduce -1.9% 8,479 $624K
Texas Bank & Trust Co 0.25% Reduce -3.7% 8,412 $619K
Fortis Capital Advisors, LLC 0.11% Add +93.3% 8,412 $619K
Wedmont Private Capital 0.03% Add +2.9% 8,409 $615K
Plan A Wealth LLC 0.35% Reduce -14.4% 8,329 $613K
Fortress Financial Solutions, LLC 0.77% Reduce -1.1% 8,298 $611K
Williams Jones Wealth Management, LLC. 0.01% Add +11.8% 8,261 $608K
Bull Street Advisors, LLC 0.29% Add +1.9% 8,251 $607K
Ausdal Financial Partners, Inc. 0.04% Reduce -78.4% 8,197 $604K
Topel & Distasi Wealth Management, LLC 0.32% Reduce -37.6% 8,190 $603K
STAR Financial Bank 0.38% Reduce -1.4% 8,150 $600K
Hopwood Financial Services, Inc. 0.47% Reduce -31.4% 8,139 $599K
Performance Wealth Partners, LLC 0.02% Add +16.3% 8,126 $598K
TFB Advisors LLC 0.16% Add +4.2% 8,121 $598K
Procyon Advisors, LLC 0.06% Add +1.2% 8,111 $597K
Lanark Financial, Inc. 0.05% Add +32.5% 8,090 $595K
Fortitude Advisory Group L.L.C. 0.34% Add +1.4% 8,035 $592K
Ascentis Independent Advisors 0.11% Add +0.7% 8,005 $589K
Robinswood Financial LLC 0.21% Reduce -4.0% 7,999 $589K
Driehaus Capital Management LLC 0.00% New 7,998 $589K
Rock Point Advisors, LLC 0.17% No change 7,955 $586K
Centric Wealth Management 0.14% Add +35.3% 7,975 $586K
Timonier Family Office, LTD. 0.22% Reduce -47.9% 7,945 $585K
Aries Wealth Management 0.15% No change 7,940 $585K
Mittelman Wealth Management 0.49% New 7,929 $584K
Transcend Capital Advisors, LLC 0.05% Add +101.9% 7,908 $582K
CWS Financial Advisors, LLC 0.17% Add +6.0% 7,889 $581K
Discipline Wealth Solutions, LLC 0.22% Add +102.4% 7,888 $581K
Sterling Financial Planning, Inc. 0.19% Reduce -2.5% 7,884 $580K
S.A. Mason LLC 0.28% Reduce -29.7% 7,871 $580K
TPG Advisors LLC 0.42% Add +6.7% 7,828 $576K
Modus Advisors, LLC 0.17% Reduce -1.1% 7,818 $576K
Patron Partners, LLC 0.28% Add +108.7% 7,813 $575K
Successful Portfolios LLC 0.35% Reduce -0.2% 7,788 $573K
Sonata Capital Group Inc. 0.23% Reduce -12.1% 7,729 $569K
Burney Co./ 0.02% No change 7,675 $565K
Cordant, Inc. 0.27% No change 7,597 $559K
LexAurum Advisors, LLC 0.09% Add +17.5% 7,553 $556K
Citizens Financial Group Inc. 0.01% Add +6.0% 7,552 $556K
Bond & Devick Financial Network, Inc. 0.18% Add +0.1% 7,552 $556K
Disciplined Investors, L.L.C. 0.43% Add +2.4% 7,529 $554K
Savvy Advisors, Inc. 0.04% Reduce -17.9% 7,452 $549K
Pacific Financial Group Inc. 0.42% Reduce -20.1% 7,378 $543K
BWM Planning, LLC 0.19% No change 7,362 $542K
Nordwand Advisors, LLC 0.08% New 7,325 $539K
FSA Advisors, Inc. 0.44% Reduce -15.1% 7,295 $537K
Sterling Investment Advisors, Ltd. 0.12% Add +34.6% 7,275 $536K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 7,269 $535K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -13.0% 7,267 $535K
Weitzel Financial Services, Inc. 0.23% Reduce -0.8% 7,250 $533K
Obsidian Cio, LLC 0.08% Add +160.3% 7,230 $532K
Archvest Wealth Advisors, Inc. 0.46% Reduce -9.1% 7,143 $526K
EWG Elevate Inc. 0.16% Add +48.8% 7,118 $524K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +15.4% 7,120 $524K
Keener Financial Planning LLC 0.26% Add +59.7% 7,090 $522K
Abound Wealth Management 0.15% Add +7.1% 7,071 $521K
Financial Insights, Inc. 0.19% Reduce -11.4% 7,057 $520K
Rossby Financial, LCC 0.20% Reduce -15.1% 7,043 $519K
Accurate Wealth Management, LLC 0.08% Add +22.7% 7,085 $518K
Access Financial Services, Inc. 0.20% Reduce -9.6% 7,012 $516K
Cloud Capital Management, LLC 0.32% New 7,010 $515K
Truefg, LLC 0.15% Reduce -0.9% 6,983 $514K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -4.7% 6,972 $513K
North Dallas Bank & Trust Co. 0.39% — 6,950 $512K
Revisor Wealth Management LLC 0.18% New 6,963 $509K
SWP Financial LLC 0.28% New 6,905 $508K
Barrett & Company, Inc. 0.19% Add +0.0% 6,889 $507K
Aurora Private Wealth, Inc. 0.37% Add +139.3% 6,845 $504K
Full Sail Capital, LLC 0.03% Reduce -4.8% 6,831 $503K
Apollon Financial, LLC 0.11% Reduce -0.2% 6,821 $502K
Northeast Financial Group, Inc. 0.16% Add +1.2% 6,805 $501K
Schwallier Wealth Management LLC 0.30% Reduce -14.2% 6,778 $499K
Ally Invest Advisors Inc. 0.04% Add +3.8% 6,695 $493K
Astoria Portfolio Advisors LLC. 0.14% New 6,724 $490K
Smith, Moore & Co. 0.04% Reduce -48.6% 6,641 $489K
Falcon Wealth Planning 0.05% Reduce -5.7% 6,640 $489K
Vise Technologies, Inc. 0.02% — 6,629 $488K
CVA Family Office, LLC 0.07% Add +3.7% 6,619 $487K
Headlands Technologies LLC 0.06% New 6,573 $484K
Verum Partners LLC 0.11% Reduce -10.9% 6,572 $484K
Hanson & Doremus Investment Management 0.06% Add +0.4% 6,562 $483K
Baldwin Wealth Partners LLC 0.03% Reduce -17.1% 6,550 $482K
IFG Advisory, LLC 0.02% Reduce -47.3% 6,538 $481K
SeaCrest Wealth Management, LLC 0.05% Reduce -29.7% 6,516 $480K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -1.4% 6,513 $480K
Petra Financial Advisors Inc. 0.30% New 6,510 $479K
SMI Advisory Services, LLC 0.09% Reduce -11.2% 6,509 $473K
Awm Capital, LLC 0.05% Reduce -4.6% 6,381 $470K
Larson Financial Group LLC 0.02% Reduce -47.6% 6,375 $469K
Bell Bank 0.02% New 6,369 $469K
Certified Advisory Corp 0.05% Reduce -1.0% 6,365 $469K
Legacy Edge Advisors, LLC 0.06% New 6,339 $467K
Quantinno Capital Management LP 0.00% New 6,329 $466K
Elevated Capital Advisors, LLC 0.13% No change 6,330 $465K
HM Payson & Co. 0.01% Reduce -51.4% 6,313 $465K
San Luis Wealth Advisors LLC 0.10% Add +6.0% 6,290 $463K
Palisade Asset Management, LLC 0.05% Reduce -18.2% 6,255 $461K
Empower Advisory Group, LLC 0.00% Reduce -75.3% 6,219 $458K
Clarity Capital Advisors, LLC 0.27% Reduce -6.9% 6,216 $458K
USAdvisors Wealth Management, LLC 0.17% Add +0.2% 6,200 $456K
Harmony Asset Management LLC 0.17% Add +126.5% 6,189 $456K
Davis R M Inc. 0.01% Reduce -9.3% 6,154 $453K
Redwood Park Advisors LLC 0.35% Reduce -15.9% 6,145 $452K
King Wealth Management Group 0.06% Reduce -4.5% 6,143 $452K
Whitaker-Myers Wealth Managers, LTD. 0.11% Reduce -5.9% 6,115 $450K
Townsquare Capital LLC 0.04% Reduce -98.6% 6,108 $450K
WESPAC Advisors, LLC 0.31% New 6,089 $448K
Generation Capital Management LLC 0.35% New 6,078 $448K
Abacus Planning Group, Inc. 0.07% Reduce -10.2% 6,072 $447K
Post Resch Tallon Group Inc. 0.43% Add +0.1% 6,026 $444K
Latitude Advisors, LLC 0.22% Reduce -3.1% 6,025 $444K
Axis Wealth Partners, LLC 0.29% Reduce -0.1% 5,995 $441K
Wayfinding Financial, LLC 0.20% Reduce -18.7% 5,995 $441K
Symphony Financial, Ltd. Co. 0.06% Reduce -61.4% 6,017 $441K
Forum Financial Management, LP 0.01% Add +4.8% 5,986 $441K
Consolidated Portfolio Review Corp 0.06% Add +14.4% 5,975 $440K
Mustard Seed Financial, LLC 0.32% Reduce -3.1% 5,974 $440K
Prostatis Group LLC 0.13% Reduce -65.6% 5,964 $439K
MidAtlantic Capital Management, Inc. 0.31% Add +3.6% 5,951 $438K
NorthLanding Financial Partners, LLC 0.38% Add +0.9% 5,896 $434K
Brand Asset Management Group, Inc. 0.16% Add +4.1% 5,823 $429K
Simmons Bank 0.03% Add +22.4% 5,812 $428K
Vision Financial Markets LLC 0.40% No change 5,796 $427K
Stegner Investment Associates Inc. 0.26% Reduce -3.9% 5,794 $427K
Hoxton Planning & Management, LLC 0.15% No change 5,756 $424K
Stonebridge Financial Group, LLC 0.04% Add +566.7% 5,754 $424K
Papamarkou Wellner Asset Management inc. 0.28% Reduce -0.9% 5,730 $422K
Francis Financial, Inc. 0.10% No change 5,730 $422K
Versant Capital Management, Inc 0.06% Reduce -0.5% 5,718 $421K
Balboa Wealth Partners 0.08% Reduce -25.2% 5,707 $420K
Capital Group Private Client Services, Inc. 0.00% Reduce -6.5% 5,662 $417K
Silver Coast Investments LLC 0.15% New 5,656 $416K
Beaird Harris Wealth Management, LLC 0.03% Add +0.1% 5,655 $416K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% Reduce -19.1% 5,625 $414K
Clarity Capital Partners LLC 0.15% No change 5,577 $411K
Federation des caisses Desjardins du Quebec 0.00% Add +24.0% 5,566 $410K
Brave Asset Management Inc. 0.11% No change 5,534 $407K
Vivid Wealth Management, LLC 0.18% No change 5,477 $403K
Grandview Asset Management LLC 0.13% New 5,447 $401K
Charter Capital Management, LLC\DE 0.24% — 5,445 $401K
Mycio Wealth Partners, LLC 0.09% New 5,425 $399K
Blue Fin Capital, Inc. 0.07% Add +9.6% 5,394 $397K
Collaborative Wealth Managment Inc. 0.17% Reduce -7.2% 5,391 $397K
Summit Asset Management, LLC 0.06% No change 5,353 $394K
Jackson, Grant Investment Advisers, Inc. 0.14% Add +2.8% 5,342 $393K
Lodestar Private Asset Management LLC 0.05% Reduce -2.6% 5,332 $393K
LRI Investments, LLC 0.03% Reduce -3.0% 5,319 $392K
Summit Wealth Group LLC / Co. 0.10% — 5,315 $391K
Sheets Smith Wealth Management 0.05% Reduce -0.9% 5,275 $388K
Adirondack Trust Co. 0.14% Add +36.1% 5,275 $388K
Freedom Investment Management, Inc. 0.03% Reduce -8.5% 5,252 $387K
Fermata Advisors, LLC 0.10% Reduce -22.8% 5,248 $386K
Lifestyle Asset Management, Inc. 0.18% New 5,244 $386K
Morris Financial Concepts, Inc. 0.15% Reduce -81.5% 5,233 $385K
RCS Financial Planning, LLC 0.19% Add +0.7% 5,166 $380K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 5,158 $380K
Ancora Advisors LLC 0.01% Reduce -45.4% 5,151 $379K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -12.9% 5,142 $379K
ARK & TLK Investments, LLC 0.12% Reduce -11.2% 5,139 $378K
BCS Wealth Management 0.08% New 5,113 $377K
Seneschal Advisors, LLC 0.30% New 5,118 $377K
ProVise Management Group, LLC 0.03% New 5,113 $376K
Anchor Capital Advisors LLC 0.01% No change 5,100 $376K
Knights of Columbus Asset Advisors LLC 0.02% Add +45.2% 5,093 $375K
City National Bank of Florida 0.27% Reduce -0.5% 5,067 $373K
Americana Partners, LLC 0.01% New 5,030 $370K
Guardian Wealth Advisors, LLC / NC 0.03% Add +17.7% 5,012 $369K
Rodgers Brothers Inc. 0.05% Reduce -28.6% 5,000 $368K
Scott & Selber, Inc. 0.10% Add +6.4% 4,984 $367K
Pillar Financial Advisors, LLC 0.25% Reduce -7.3% 4,905 $361K
New Insight Wealth Advisors 0.15% No change 4,891 $360K
NorthRock Partners, LLC 0.01% Reduce -18.4% 4,883 $360K
Capital Advisors Wealth Management, LLC 0.06% Add +0.4% 4,859 $358K
SevenBridge Financial Group, LLC 0.06% Reduce -3.0% 4,831 $355K
Alpha Omega Wealth Management LLC 0.06% New 4,821 $355K
Sachetta, LLC 0.14% Add +46.6% 4,816 $355K
Fiduciary Alliance LLC 0.03% New 4,792 $353K
Moors & Cabot, Inc. 0.02% Reduce -1.1% 4,787 $352K
Strategic Blueprint, LLC 0.02% Reduce -32.8% 4,781 $352K
NorthStar Asset Management LLC 0.19% Add +5.8% 4,773 $351K
DecisionPoint Financial, LLC 0.09% Add +218.2% 4,786 $351K
AlphaCore Capital LLC 0.01% New 4,758 $350K
Kiker Wealth Management, LLC 0.20% Reduce -35.6% 4,750 $350K
Angeles Wealth Management, LLC 0.02% New 4,738 $349K
Chilton Capital Management LLC 0.01% No change 4,734 $349K
Laraway Financial Advisors Inc 0.26% No change 4,700 $346K
Genesee Capital Advisors, LLC 0.15% Reduce -0.7% 4,684 $345K
SOA Wealth Advisors, LLC. 0.06% Reduce -12.6% 4,663 $343K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -6.5% 4,636 $341K
Van Hulzen Asset Management, LLC 0.03% Add +35.0% 4,628 $341K
Guyasuta Investment Advisors Inc. 0.02% No change 4,570 $336K
Moloney Securities Asset Management, LLC 0.04% Reduce -3.2% 4,561 $336K
ONE Advisory Partners, LLC 0.11% Add +5.2% 4,575 $334K
Five Oceans Advisors 0.14% Reduce -3.5% 4,518 $333K
Twelve Points Wealth Management LLC 0.09% Reduce -6.7% 4,506 $332K
Persium Advisors, LLC 0.27% No change 4,499 $331K
Creative Financial Designs Inc. 0.02% Add +80.0% 4,496 $331K
Avestar Capital, LLC 0.02% No change 4,418 $325K
Warwick Investment Management, Inc. 0.06% Add +27.8% 4,400 $324K
Oarsman Capital, Inc. 0.05% Reduce -0.6% 4,385 $323K
EnRich Financial Partners LLC 0.10% No change 4,378 $322K
BLB&B Advisors, LLC 0.02% New 4,377 $322K
Cornerstone Management, Inc. 0.06% Add +6.0% 4,374 $322K
MIdWestOne Financial Group, Inc. 0.04% No change 4,370 $322K
Octavia Wealth Advisors, LLC 0.04% Reduce -5.5% 4,336 $319K
RAM Investment Partners, LLC 0.07% Reduce -10.8% 4,335 $319K
LM Advisors LLC 0.04% No change 4,339 $319K
Mine & Arao Wealth Creation & Management, LLC. 0.14% No change 4,329 $319K
LongView Wealth Management 0.10% Reduce -15.9% 4,326 $319K
Hilltop National Bank 0.08% — 4,323 $318K
Acorn Financial Advisory Services Inc. 0.05% Add +3.4% 4,317 $318K
Stonegate Investment Group, LLC 0.01% No change 4,305 $317K
Towneley Capital Management, Inc / DE 0.07% Add +5.5% 4,303 $317K
Headinvest, LLC 0.07% Reduce -6.5% 4,288 $316K
Rothschild Investment LLC 0.02% Reduce -6.8% 4,263 $314K
Parkshore Wealth Management, Inc. 0.15% Add +0.1% 4,236 $312K
Midwestern Financial, LLC 0.29% — 4,234 $312K
MKT Advisors LLC 0.12% Reduce -5.4% 4,248 $312K
Arcadia Wealth Management, Inc. 0.21% No change 4,228 $311K
Foundation Wealth Management, LLC\PA 0.13% No change 4,223 $311K
Advisory Alpha, LLC 0.01% Add +24.3% 4,189 $308K
Whitcomb & Hess, Inc. 0.09% No change 4,179 $308K
CIBC Private Wealth Group LLC 0.00% Reduce -17.2% 4,177 $308K
Liberty Wealth Management LLC 0.05% Reduce -6.2% 4,173 $307K
Ellis Investment Partners, LLC 0.06% Add +0.2% 4,163 $307K
Waterloo Capital, L.P. 0.02% Reduce -18.2% 4,161 $306K
Melfa Wealth Management, Inc. 0.19% No change 4,155 $306K
Tucker Asset Management LLC 0.10% Add +97.6% 4,136 $305K
1900 Wealth Management LLC 0.02% Add +1.0% 4,127 $304K
Vantage Point Financial LLC 0.13% Add +23.9% 4,111 $303K
Financial Partners Group, LLC 0.11% No change 4,097 $302K
Global Wealth Management, LLC 0.17% New 4,142 $301K
WNY Asset Management, LLC 0.03% Add +0.1% 4,080 $300K
Insight Wealth Partners, LLC 0.17% Reduce -29.6% 4,073 $300K
JGP Wealth Management, LLC 0.04% New 4,058 $299K
Fjell Capital, LLC 0.28% No change 4,046 $298K
Nabity-Jensen Investment Management Inc 0.22% Reduce -10.9% 4,040 $297K
Community Bank, N.A. 0.04% Add +13.9% 4,039 $297K
Rockingstone Advisors LLC 0.15% Reduce -22.9% 4,000 $295K
World Equity Group, Inc. 0.08% Add +13.8% 3,995 $294K
Woodside Wealth Management LLC 0.25% Add +0.7% 3,954 $291K
AllSquare Wealth Management LLC 0.16% Reduce -0.5% 3,954 $291K
Wealth Alliance, LLC 0.03% Reduce -21.1% 3,953 $291K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -1.9% 3,926 $289K
Cassaday & Co Wealth Management LLC 0.01% No change 3,924 $289K
Enclave Advisors LLC 0.05% Reduce -2.5% 3,903 $287K
CFO4Life Group, LLC 0.04% Reduce -38.2% 3,889 $286K
Elevatus Welath Management 0.10% New 3,889 $286K
Penobscot Investment Management Company, Inc. 0.02% Reduce -15.8% 3,888 $286K
Gallagher Fiduciary Advisors, LLC 0.01% Add +83838.1% 3,093,960 $286K
Archer Investment Management, LLC 0.21% Reduce -24.1% 3,870 $285K
Ignite Planners, LLC 0.05% Add +0.7% 3,911 $285K
Denver PWM, LLC 0.09% New 3,861 $284K
Capital Planning LLC 0.09% Reduce -0.1% 3,857 $284K
Annex Advisory Services, LLC 0.01% New 3,856 $284K
Lanham O'Dell & Company, Inc. 0.12% Add +0.1% 3,844 $283K
NorthCoast Asset Management LLC 0.00% New 3,829 $282K
McIlrath & Eck, LLC 0.03% Reduce -10.5% 3,805 $280K
Canal Capital Management, LLC 0.04% New 3,775 $278K
Walter & Keenan Wealth Management LLC /in/ 0.08% New 3,763 $277K
Essex Financial Services, Inc. 0.02% Add +26.6% 3,740 $275K
Clay Northam Wealth Management, LLC 0.18% Reduce -0.7% 3,737 $275K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -33.0% 3,700 $272K
Paulson Wealth Management Inc. 0.07% Reduce -25.3% 3,693 $272K
MRWM Advisors, LLC 0.17% Add +8.6% 3,690 $272K
Connors Investor Services Inc. 0.02% New 3,677 $271K
Invst, LLC 0.03% Reduce -53.8% 3,650 $269K
Cullen/Frost Bankers, Inc. 0.00% Reduce -28.1% 3,646 $268K
Fiera Capital Corp 0.00% No change 3,632 $267K
Manske Wealth Management 0.09% Reduce -52.5% 3,630 $267K
SeaBridge Investment Advisors LLC 0.05% Reduce -25.6% 3,627 $267K
Golden Reserve Retirement LLC 0.09% New 3,621 $267K
L.M. Kohn & Company 0.07% Reduce -6.5% 3,618 $266K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +6.2% 3,616 $266K
Curi Capital, LLC 0.01% New 3,610 $266K
Lakeridge Wealth Management LLC 0.12% Reduce -74.2% 3,594 $265K
Venture Visionary Partners LLC 0.01% Reduce -21.6% 3,582 $264K
VestGen Advisors, LLC 0.01% Reduce -17.8% 3,578 $263K
Kraft, Davis & Associates, LLC 0.07% Reduce -43.8% 3,609 $263K
WealthPlan Investment Management, LLC 0.02% New 3,577 $263K
Sweeney & Michel, LLC 0.09% Add +1.0% 3,612 $263K
Duncker Streett & Co. Inc. 0.05% Add +1.3% 3,565 $262K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% Reduce -5.8% 3,580 $262K
Chapman Financial Group, LLC 0.22% — 3,542 $261K
Unique Wealth Strategies, LLC 0.11% Reduce -0.1% 3,537 $260K
Westwood Holdings Group Inc. 0.00% New 3,536 $260K
Dimension Capital Management LLC 0.04% No change 3,530 $260K
Lockerman Financial Group, Inc. 0.35% Reduce -5.6% 3,525 $260K
Verus Capital Partners, LLC 0.02% Reduce -18.6% 3,500 $258K
Pacifica Partners Inc. 0.10% Add +10.1% 3,507 $257K
Wincap Financial LLC 0.20% Reduce -23.6% 3,458 $255K
Bank Ozk 0.10% No change 3,445 $254K
Grantvest Financial Group LLC 0.19% Reduce -2.4% 3,441 $253K
Valley Financial Group, Inc. 0.15% Reduce -2.6% 3,417 $252K
Quotient Wealth Partners, LLC 0.01% No change 3,408 $251K
Mainsail Financial Group, LLC 0.12% No change 3,448 $250K
Meriwether Wealth & Planning, LLC 0.16% New 3,378 $249K
Security National Bank of So Dak 0.14% No change 3,366 $248K
Koss-Olinger Consulting, LLC 0.02% Reduce -4.5% 3,356 $247K
Elmwood Wealth Management, Inc. 0.10% No change 3,336 $246K
Everpar Advisors LLC 0.11% New 3,333 $245K
Peak Financial Management, Inc. 0.07% New 3,325 $245K
Revolve Wealth Partners, LLC 0.03% Add +0.1% 3,302 $243K
Foster Victor Wealth Advisors, LLC 0.02% New 3,324 $243K
Busey Bank 0.01% New 3,297 $243K
My Legacy Advisors, LLC 0.09% New 3,313 $242K
Aspect Partners, LLC 0.12% No change 3,264 $240K
FFG Partners, LLC 0.08% Add +1.0% 3,243 $239K
True Link Financial Advisors, LLC 0.02% New 3,242 $239K
BlackDiamond Wealth Management, LLC 0.14% No change 3,243 $238K
Hanover Advisors Inc. 0.10% Add +12.2% 3,230 $238K
Verdence Capital Advisors LLC 0.02% Reduce -23.9% 3,190 $235K
Baskin Financial Services Inc. 0.02% No change 3,185 $234K
rebel Financial LLC 0.11% — 3,171 $233K
Strategic Wealth Partners, Ltd. 0.02% — 3,167 $233K
First Hawaiian Bank 0.03% No change 3,164 $233K
Bison Wealth, LLC 0.02% New 3,194 $233K
Peterson Wealth Management 0.14% No change 3,138 $231K
Capital Investment Advisory Services, LLC 0.02% Add +14.5% 3,133 $231K
SYM FINANCIAL Corp 0.03% Reduce -1.5% 3,128 $230K
Greenhouse Wealth Management, LLC 0.15% No change 3,140 $230K
CLG LLC 0.07% Reduce -0.4% 3,123 $230K
Clearview Wealth Advisors LLC 0.16% Reduce -1.7% 3,111 $229K
One Degree Advisors Inc 0.08% Add +0.1% 3,122 $229K
Peachtree Investment Partners, LLC 0.09% Add +6.5% 3,110 $229K
New England Private Wealth Advisors LLC 0.03% New 3,125 $229K
Independent Advisor Alliance 0.01% New 3,106 $229K
Tyche Wealth Partners LLC 0.05% No change 3,092 $228K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -91.4% 3,087 $227K
Mainsail Asset Management, LLC 0.14% Add +0.7% 3,050 $225K
Black Diamond Financial, LLC 0.03% Add +2.2% 3,046 $224K
NCM Capital Management, LLC 0.09% Reduce -28.3% 3,038 $224K
ORG Partners LLC 0.05% Add +0.6% 3,048 $224K
Woodmont Investment Counsel LLC 0.01% Reduce -18.9% 3,005 $221K
Indiana Trust & Investment Management Co 0.07% No change 3,003 $221K
Nautilus Advisors LLC 0.16% No change 3,000 $221K
Signet Investment Advisory Group, Inc. 0.11% No change 3,000 $221K
Eclectic Associates Inc. 0.05% No change 3,000 $221K
Armor Investment Advisors, LLC 0.08% New 2,994 $220K
Sand Hill Global Advisors, LLC 0.01% Reduce -63.7% 2,985 $220K
Turn8 Private Wealth Inc. 0.16% Reduce -1.9% 2,976 $219K
Boston Family Office LLC 0.01% Reduce -33.8% 2,972 $219K
Members Trust Co 0.01% Reduce -57.5% 2,952 $217K
Chapin Davis, Inc. 0.06% Add +4.8% 2,943 $217K
Pinnacle Financial Partners Inc 0.00% New 2,941 $217K
Fiduciary Financial Group, LLC 0.04% Reduce -0.8% 2,929 $215K
Hershey Financial Advisers, LLC 0.19% — 2,907 $214K
Chancellor Financial Group WB LP 0.17% New 2,906 $214K
Enterprise Bank & Trust Co 0.08% No change 2,895 $213K
Debussy Capital Management LP 0.03% Add +0.1% 2,889 $213K
Kovack Advisors, Inc. 0.02% Reduce -0.0% 2,863 $211K
Gilman Hill Asset Management, LLC 0.03% New 2,857 $210K
Crux Wealth Advisors 0.09% New 2,852 $210K
Obsidian Personal Planning Solutions LLC 0.08% No change 2,841 $209K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -19.8% 2,825 $208K
Financial Symmetry Inc 0.11% New 2,822 $208K
CX Institutional 0.01% Add +1.9% 2,817 $207K
Strait & Sound Wealth Management LLC 0.09% Reduce -3.4% 2,806 $207K
Martel Wealth Advisors LLC 0.04% Reduce -58.3% 2,803 $206K
GM Advisory Group, LLC 0.01% No change 2,797 $206K
XY Planning Network, Inc. 0.07% Reduce -6.5% 2,787 $205K
Little House Capital LLC 0.05% Reduce -47.9% 2,784 $205K
Sentinel Pension Advisors, LLC 0.03% Reduce -1.2% 2,780 $205K
Melone Private Wealth, LLC 0.10% Add +0.9% 2,785 $204K
Intelligent Financial Strategies 0.11% No change 2,750 $202K
Resolute Wealth Advisor, Inc. 0.12% — 2,749 $202K
Reyes Financial Architecture, Inc. 0.17% Add +272.2% 2,747 $202K
Tritonpoint Wealth, LLC 0.02% Reduce -18.8% 2,745 $202K
Murphy & Mullick Capital Management Corp 0.16% Reduce -25.6% 2,756 $202K
LFA - Lugano Financial Advisors SA 0.11% No change 2,622 $192K
Glassman Wealth Services 0.03% Add +0.3% 2,558 $188K
FAS Wealth Partners, Inc. 0.01% Reduce -10.9% 2,551 $188K
Parkside Financial Bank & Trust 0.02% Reduce -0.1% 2,480 $183K
Legacy Investment Solutions, LLC 0.09% — 2,370 $175K
Legacy Wealth Managment, LLC 0.09% Reduce -14.7% 2,370 $175K
Concord Wealth Partners 0.03% Add +0.8% 2,365 $174K
Running Point Capital Advisors, LLC 0.05% No change 2,360 $174K
Citizens National Bank Trust Department 0.03% No change 2,318 $171K
Lowe Brockenbrough & Co. Inc. 0.01% New 2,270 $167K
Salem Investment Counselors Inc. 0.01% Add +59.8% 2,245 $165K
Family CFO Inc 0.08% No change 2,153 $159K
Stone House Investment Management, LLC 0.03% Add +2795.8% 2,056 $151K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 2,040 $150K
Icon Wealth Advisors, LLC 0.01% Reduce -39.2% 2,009 $148K
VSM Wealth Advisory, LLC 0.05% Reduce -49.5% 2,139 $148K
Tortoise Investment Management, LLC 0.01% No change 1,988 $146K
Front Row Advisors LLC 0.05% Add +0.1% 1,950 $144K
Pinney & Scofield, Inc. 0.09% Add +10.0% 1,884 $139K
GPS Wealth Strategies Group, LLC 0.02% Reduce -75.7% 1,882 $139K
New Millennium Group LLC 0.08% Reduce -1.6% 1,855 $137K
JDM Financial Group LLC 0.06% No change 1,855 $137K
Union Savings Bank 0.06% Reduce -7.3% 1,749 $128K
Asset Dedication, LLC 0.01% New 1,716 $126K
Plante Moran Financial Advisors, LLC 0.01% Add +166.0% 1,697 $124K
Elgethun Capital Management 0.03% Reduce -54.2% 1,688 $124K
Total Investment Management Inc. 0.02% New 1,675 $123K
Belmont Capital, LLC 0.02% Add +9.1% 1,639 $121K
Financial Network Wealth Advisors LLC 0.14% Add +42.6% 1,616 $119K
Red Lighthouse Investment Management, LLC 0.04% New 1,564 $115K
Horizon Investments, LLC 0.00% Add +17.5% 1,524 $111K
Valley Wealth Managers, Inc. 0.01% Reduce -8.8% 1,506 $111K
Vermillion & White Wealth Management Group, LLC 0.07% No change 1,505 $111K
Beacon Capital Management, LLC 0.01% Add +599.5% 1,490 $110K
Ameliora Wealth Management Ltd. 0.04% No change 1,443 $106K
Park Place Capital Corp 0.02% New 1,408 $103K
Elevate Wealth Advisory, Inc. 0.07% New 1,377 $101K
Aventura Private Wealth, LLC 0.04% No change 1,357 $100K
Park Square Financial Group, LLC 0.07% Add +317.5% 1,315 $97K
Acima Private Wealth, LLC 0.03% Reduce -14.9% 1,307 $96K
Iron Horse Wealth Management, LLC 0.03% Add +341.4% 1,302 $96K
Crowley Wealth Management, Inc. 0.08% No change 1,244 $92K
American National Bank & Trust 0.01% Add +928.3% 1,234 $91K
Investors Research Corp 0.02% Add +12.8% 1,209 $89K
Harbor Investment Advisory, LLC 0.01% Reduce -1.9% 1,171 $86K
Tsfg, LLC 0.02% Reduce -50.3% 1,170 $86K
Perkins Coie Trust Co 0.01% No change 1,155 $85K
Mid-American Wealth Advisory Group, Inc. 0.04% New 1,145 $84K
Ameriflex Group, Inc. 0.04% Add +412.2% 1,137 $84K
Fourth Dimension Wealth, LLC 0.03% Add +4324.0% 1,106 $81K
Whittier Trust Co. 0.00% No change 1,088 $80K
Tidemark, LLC 0.02% No change 994 $73K
Integrity Financial Corp 0.04% Add +3715.4% 992 $73K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 989 $73K
CGC Financial Services, LLC 0.02% Add +1.0% 984 $72K
Parkworth Wealth Management, Inc. 0.05% New 980 $72K
Rise Advisors, LLC 0.03% Add +0.9% 967 $71K
Financial Freedom, LLC 0.04% Add +0.9% 952 $70K
Darwin Wealth Management, LLC 0.02% Reduce -21.2% 924 $68K
Brown Brothers Harriman & Co. 0.00% No change 923 $68K
Coastline Trust Co 0.01% Add +844.3% 916 $67K
Rakuten Securities, Inc. 0.03% Add +50.8% 893 $66K
Ogorek Anthony Joseph /NY/ 0.02% Add +1.0% 892 $65K
Fortis Group Advisors, LLC 0.01% No change 845 $62K
Trust Co. of Toledo NA 0.01% New 769 $57K
Bellwether Advisors, LLC 0.01% Reduce -8.6% 735 $54K
Crews Bank & Trust 0.01% Reduce -36.0% 711 $52K
Graney & King, LLC 0.04% No change 709 $52K
Dagco, Inc. 0.01% Add +1.0% 704 $52K
Biltmore Family Office, LLC 0.01% No change 690 $51K
Golden State Wealth Management, LLC 0.01% Reduce -89.9% 685 $50K
Evolution Wealth Management Inc. 0.06% — 677 $50K
Hurley Capital, LLC 0.03% No change 659 $49K
Optimum Investment Advisors 0.02% Reduce -23.9% 647 $48K
Activest Wealth Management 0.01% Add +0.6% 643 $47K
Glen Eagle Advisors, LLC 0.01% No change 639 $47K
Center for Financial Planning, Inc. 0.01% Add +0.9% 637 $47K
YANKCOM Partnership 0.02% No change 632 $47K
Peoples Financial Services Corp. 0.02% No change 619 $46K
Future Financial Wealth Managment LLC 0.03% No change 613 $45K
Elevation Point Wealth Partners, LLC 0.00% New 597 $44K
Transce3nd, LLC 0.02% Reduce -0.7% 584 $43K
GHP Investment Advisors, Inc. 0.00% No change 575 $42K
Choate Investment Advisors 0.00% New 574 $42K
Hantz Financial Services, Inc. 0.00% Add +189.3% 567 $42K
Sunbelt Securities, Inc. 0.00% Add +12.6% 582 $42K
Proathlete Wealth Management LLC 0.01% Add +4.5% 553 $41K
Kestra Investment Management, LLC 0.00% No change 547 $40K
Hoese & Co LLP 0.03% No change 540 $40K
Ridgewood Investments LLC 0.02% No change 529 $39K
Chesapeake Asset Management LLC 0.03% Add +28.2% 509 $37K
Opal Wealth Advisors, LLC 0.01% Add +69.8% 494 $36K
Painted Porch Advisors LLC 0.01% Add +688.7% 489 $36K
Security National Bank 0.01% Reduce -43.4% 487 $36K
Mb, Levis & Associates, LLC 0.02% Reduce -59.6% 486 $36K
Turim 21 Investimentos Ltda. 0.01% No change 484 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
Whittier Trust Co. of Nevada Inc. 0.00% No change 473 $35K
MPWM Advisory Solutions, LLC 0.02% Reduce -28.8% 473 $35K
Financial Gravity Companies, Inc. 0.01% — 460 $34K
Brooklyn Investment Group 0.00% New 425 $31K
Sofi Wealth, LLC 0.00% Reduce -28.3% 413 $30K
Physician Wealth Advisors, Inc. 0.00% Add +2.5% 406 $30K
Whipplewood Advisors, LLC 0.02% Reduce -98.7% 405 $30K
Main Street Group, LTD 0.01% No change 399 $29K
Trifecta Capital Advisors, LLC 0.00% No change 381 $28K
Tower View Wealth Management LLC 0.01% Reduce -19.9% 358 $26K
SWAN Capital LLC 0.01% New 354 $26K
Cheviot Value Management, LLC 0.00% No change 343 $25K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -27.6% 341 $25K
Bank & Trust Co 0.02% No change 323 $24K
Bangor Savings Bank 0.00% No change 320 $24K
Delos Wealth Advisors, LLC 0.02% New 300 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
CoreFirst Bank & Trust 0.01% New 288 $21K
TruNorth Capital Management, LLC 0.00% Add +0.7% 273 $20K
Howe & Rusling Inc. 0.00% Reduce -0.7% 273 $20K
PrairieView Partners, LLC 0.00% No change 278 $20K
Pflug Koory, LLC 0.01% Reduce -11.2% 254 $19K
Bellevue Asset Management, LLC 0.01% New 249 $18K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
Eq Wealth Advisors, LLC 0.01% No change 208 $15K
United Community Bank 0.01% No change 207 $15K
Cypress Capital Management LLC (WY) 0.02% No change 200 $15K
Centennial Bank 0.01% No change 185 $14K
Millstone Evans Group, LLC 0.01% No change 184 $14K
Capital Advisors, Ltd. LLC 0.00% No change 180 $13K
MTM Investment Management, LLC 0.00% New 175 $13K
Lummis Asset Management, LP 0.01% No change 169 $12K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -6.6% 155 $11K
Centricity Wealth Management, LLC 0.01% No change 147 $11K
Garrison Bradford & Associates Inc. 0.01% Add +1.4% 144 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 142 $10K
Bessemer Group Inc. 0.00% No change 134 $10K
Founders Financial Alliance, LLC 0.00% Reduce -94.0% 131 $10K
Greykasell Wealth Strategies, Inc. 0.00% Reduce -87.9% 124 $9K
IAG Wealth Partners, LLC 0.00% No change 123 $9K
Kilter Group LLC 0.00% New 115 $8K
Arvest Investments, Inc. 0.00% No change 112 $8K
Riggs Asset Managment Co. Inc. 0.00% No change 110 $8K
First Financial Corp. 0.00% No change 110 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -0.9% 107 $8K
Costello Asset Management, INC 0.00% No change 100 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 99 $7K
Eukles Asset Management 0.00% No change 85 $6K
Affinity Wealth LLC 0.01% New 82 $6K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Quaker Wealth Management, LLC 0.00% — 64 $5K
Richardson Capital Management LLC 0.00% Reduce -3.1% 62 $5K
Bernard Wealth Management Corp. 0.00% No change 59 $4K
Nemes Rush Group LLC 0.00% New 57 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Mountain Hill Investment Partners Corp. 0.00% Add +1.9% 54 $4K
Byrne Asset Management LLC 0.00% No change 50 $4K
Rosenberg Matthew Hamilton 0.00% Reduce -18.3% 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Creekmur Asset Management LLC 0.00% New 44 $3K
NFSG Corp 0.00% New 32 $2K
Frazier Financial Advisors, LLC 0.00% Add +13.6% 25 $2K
Nova Wealth Management, Inc. 0.00% New 25 $2K
POM Investment Strategies, LLC 0.00% No change 22 $2K
First Command Advisory Services, Inc. 0.00% Add +0.0% 22 $2K
Curio Wealth, LLC 0.00% Add +1000.0% 22 $2K
Hoey Investments, Inc. 0.00% Reduce -93.4% 20 $1K
Cornerstone Planning Group LLC 0.00% Reduce -99.1% 19 $1K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% No change 18 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Atlantic Union Bankshares Corp 0.00% New 12 $884
Russell Investments Group, Ltd. 0.00% Add +12.5% 9 $687
Morton Brown Family Wealth, LLC 0.00% No change 9 $663
Compass Financial Services Inc 0.00% New 8 $591
Peterson Wealth Services 0.00% No change 6 $442
Capital A Wealth Management, LLC 0.00% New 6 $441
Team Financial Group, LLC 0.00% New 6 $428
New England Capital Financial Advisors LLC 0.00% New 5 $368
Strategic Investment Solutions, Inc. 0.00% Reduce -99.2% 5 $368
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -99.8% 3 $221
Frisco Financial Planning LLC 0.00% No change 2 $149
Highline Wealth Partners LLC 0.00% New 2 $147
Financial Connections Group, Inc. 0.00% Reduce -47.6% 11 $0

"% of holder's portfolio" is BND's weight in each manager's 13F, not the share of Vanguard Total Bond Market the manager owns.