Vanguard Total Bond MarketBNDETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $229.4M |
| Exits | 84 | $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.