Vanguard Total Bond MarketBNDETF

13F holders, Q3 2025 (September 30)
1,654holders +10
113new positions
84sold out
7famous investors
$73.24avg. 13F price*

At the end of Q3 2025, 1,654 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 10 from Q2 2025. 113 opened new positions and 84 sold out. The largest holders were JPMorgan Chase & Co. ($9.8B), Northwestern Mutual Wealth Management Co. ($9.4B) and Creative Planning ($9.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions113$378.6M
Exits84$149.7M

All 13F filers, Q2 2025 → Q3 2025: 64,462,305 shares bought and 19,861,960 shares sold, net +44,600,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,654 holders

JPMorgan Chase & Co. 0.62% Add +4.3% 131,346,514 $9.8B
Northwestern Mutual Wealth Management Co. 6.28% Add +3.4% 126,617,235 $9.4B
Creative Planning 7.10% Add +8.7% 124,942,968 $9.3B
Morgan Stanley 0.49% Add +2.0% 108,641,970 $8.1B
Vanguard Group Inc. 0.08% Add +7.0% 71,913,770 $5.3B
Wells Fargo & Company 0.40% Add +3.5% 26,117,435 $1.9B
Bank of America Corp. 0.13% Add +25.7% 22,912,695 $1.7B
Envestnet Asset Management Inc. 0.46% Add +3.3% 21,594,592 $1.6B
Allworth Financial LP 6.79% Add +3.9% 20,631,003 $1.5B
LPL Financial LLC 0.38% Add +8.2% 17,615,073 $1.3B
Sei Investments Co. 1.35% Add +8.4% 16,881,213 $1.3B
Goldman Sachs Group Inc. 0.15% Reduce -1.2% 14,237,899 $1.1B
Manufacturers Life Insurance Company, The 0.84% Add +3.5% 13,592,084 $1.0B
Arizona PSPRS Trust 24.97% Add +1.6% 9,743,224 $726.1M
Mastercard Foundation Asset Management Corp. 1.52% No change 8,862,905 $659.1M
BlackRock, Inc. 0.01% Reduce -1.1% 8,195,212 $609.5M
CBIZ Investment Advisory Services, LLC 22.17% Add +9.0% 7,612,144 $566.1M
Cetera Investment Advisers 0.64% Add +22.7% 7,407,018 $550.9M
Pure Financial Advisors, LLC 8.62% Add +7.8% 7,276,843 $541.2M
Savant Capital, LLC 3.11% Add +13.9% 6,881,491 $511.8M
Raymond James Financial Inc. 0.16% Add +5.7% 6,869,884 $510.9M
UBS Group AG 0.09% Add +5.5% 6,072,462 $451.6M
Facet Wealth, Inc. 8.82% Add +5.4% 5,730,494 $426.2M
Ameriprise Financial Inc. 0.09% Add +1.1% 5,481,531 $407.2M
Royal Bank of Canada 0.07% Add +8.8% 5,196,660 $386.5M
Bank of New York Mellon Corp 0.07% Reduce -0.8% 5,139,936 $382.3M
Assetmark, Inc. 0.72% Add +8.7% 4,522,669 $336.4M
State Street Corp. 0.01% Reduce -43.3% 4,395,506 $326.9M
HighTower Advisors, LLC 0.34% Add +6.0% 3,990,437 $296.8M
M&T Bank Corp 0.95% Add +9.9% 3,808,996 $283.3M
PNC Financial Services Group, Inc. 0.16% Add +3.7% 3,611,562 $268.6M
Franklin Resources Inc. 0.07% Reduce -3.4% 3,552,792 $264.2M
Composition Wealth, LLC 3.77% Add +13.2% 3,384,749 $251.7M
Jones Financial Companies LLLP 0.17% Reduce -12.2% 3,376,293 $250.6M
Retirement Systems of Alabama 0.75% Reduce -0.6% 3,017,338 $224.4M
Corient Private Wealth LP 0.33% Reduce -26.1% 2,798,384 $208.1M
Truist Financial Corp. 0.28% Add +1.0% 2,731,659 $203.2M
First Financial Bankshares Inc 3.98% Add +2.8% 2,603,192 $193.6M
MML Investors Services, LLC 0.50% Add +18.9% 2,517,023 $187.2M
Tiaa Trust, National Association 0.45% Add +1.4% 2,505,957 $186.4M
Cambridge Investment Research Advisors, Inc. 0.49% Reduce -0.5% 2,389,764 $177.7M
RiverFront Investment Group, LLC 3.11% Add +1.6% 2,384,559 $177.3M
Alesco Advisors, LLC, An ESL Co 4.56% Add +14.9% 2,265,590 $168.5M
Foster Group, Inc. 5.17% Add +4.1% 2,214,825 $164.7M
Acropolis Investment Management, LLC 8.36% Add +3.9% 2,233,448 $164.4M
Osaic Holdings, Inc. 0.23% Add +24.1% 2,170,312 $160.8M
Stairway Partners, LLC 8.50% Add +2.3% 2,151,095 $160.0M
Global Endowment Management, LP 18.04% Reduce -4.7% 1,936,795 $144.0M
Voya Financial Advisors, Inc. 13.89% Add +7.0% 1,935,848 $144.0M
McMorgan & Co. LLC 22.05% Add +3.2% 1,925,928 $143.2M
Oakworth Capital, Inc. 8.22% Add +4.5% 1,913,268 $142.3M
Ocean Park Asset Management, LLC 5.79% New 1,888,600 $140.5M
Alaska Permanent Capital Management, LLC 10.18% Add +2.9% 1,860,743 $138.3M
Choreo, LLC 1.79% Add +24.6% 1,842,394 $137.0M
Betterment LLC 0.27% Reduce -1.0% 1,836,898 $136.6M
Ritholtz Wealth Management 2.51% Add +4.5% 1,732,219 $128.8M
Capstone Financial Advisors, Inc. 6.96% Add +1.9% 1,725,971 $128.4M
Patriot Investment Management Group, Inc. 8.27% Add +3.9% 1,705,220 $126.8M
Chandler Asset Management, Inc. 20.58% Add +5.7% 1,686,692 $125.4M
Wealthfront Advisers LLC 0.29% Add +9.6% 1,668,530 $124.1M
Commonwealth Equity Services, LLC 0.16% Reduce -10.2% 1,668,262 $124.1M
Verus Financial Partners, Inc. 11.74% Add +3.4% 1,641,680 $122.1M
Vestmark Advisory Solutions, Inc. 2.32% Reduce -47.3% 1,637,579 $121.8M
Apella Capital, LLC 2.68% Add +4.7% 1,607,276 $120.5M
Diana Davis Spencer Foundation 40.24% No change 1,608,100 $119.6M
Bricktown Capital, LLC 19.61% Add +26.7% 1,600,234 $119.0M
Mariner, LLC 0.15% Add +1.9% 1,600,059 $119.0M
Garde Capital, Inc. 5.89% Add +4.9% 1,576,373 $117.2M
Bogart Wealth, LLC 4.69% Add +3.0% 1,554,910 $115.6M
Stratos Wealth Partners, LTD. 1.34% Add +4.0% 1,513,741 $112.6M
Efficient Advisors, LLC 6.32% Add +3.3% 1,507,023 $112.1M
Orgel Wealth Management, LLC 2.53% Add +1.7% 1,491,677 $110.9M
Envestnet Portfolio Solutions, Inc. 0.39% Reduce -2.5% 1,433,532 $106.6M
AMG National Trust Bank 2.59% Add +2.3% 1,426,860 $106.1M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -6.0% 1,421,991 $105.6M
GenTrust, LLC 4.74% Add +16.3% 1,402,298 $104.3M
Prudential Financial Inc. 0.12% Reduce -34.3% 1,395,112 $103.8M
Wealthspire Advisors, LLC 0.53% Add +0.2% 1,351,676 $100.5M
Beacon Pointe Advisors, LLC 0.85% Add +5.0% 1,350,877 $100.5M
CoreCap Advisors, LLC 3.60% Add +6.3% 1,329,810 $98.9M
Pathstone Holdings, LLC 0.37% Add +8.5% 1,305,623 $97.1M
Prime Capital Investment Advisors, LLC 1.20% Add +0.9% 1,285,890 $95.6M
Lutz Financial Services LLC 6.81% Add +6.4% 1,264,680 $94.1M
Bryn Mawr Trust Advisors, LLC 4.64% Add +2.2% 1,258,068 $93.6M
Kestra Advisory Services, LLC 0.42% Add +266.5% 1,238,268 $92.1M
Alps Advisors Inc. 0.50% Add +0.6% 1,214,759 $90.3M
Armstrong Advisory Group, Inc. 6.36% Add +1.5% 1,213,221 $90.2M
Baker Avenue Asset Management, LP 2.15% Add +2.7% 1,208,633 $89.9M
Trajan Wealth LLC 3.87% Add +27.0% 1,206,480 $89.7M
Citigroup Inc. 0.06% Add +86.6% 1,132,031 $84.2M
Integrated Wealth Concepts LLC 0.75% Add +3.8% 1,127,523 $83.9M
Mercer Global Advisors Inc. 0.14% Reduce -1.2% 1,106,901 $82.3M
Alaska Wealth Advisors, LLC 10.61% Add +14.3% 1,090,983 $81.1M
Financial Advisors Network, Inc. 11.35% Reduce -0.2% 1,077,673 $80.1M
Merit Financial Group, LLC 0.71% Add +13.8% 1,036,609 $77.1M
Financial Engines Advisors L.L.C. 0.15% Add +10.3% 1,032,644 $76.8M
NewEdge Advisors, LLC 0.35% Reduce -2.4% 1,022,107 $76.0M
Rational Advisors, Inc. 7.92% Reduce -1.1% 1,020,615 $75.9M
Burrus Financial Services, Inc. 34.78% Add +0.4% 1,019,289 $75.8M
AllGen Financial Advisors, Inc. 18.62% Add +21.0% 1,019,090 $75.8M
Apriem Advisors 7.13% Add +24.9% 1,013,920 $75.4M
Pacific Capital Wealth Advisors, Inc. 13.03% Add +16.7% 1,012,321 $75.3M
Focus Partners Wealth 0.12% Reduce -0.9% 986,372 $73.4M
Comerica Bank 0.27% Reduce -7.5% 972,353 $72.3M
Partners in Financial Planning 12.41% Add +7.3% 965,626 $71.8M
Raffa Wealth Management, LLC 12.86% Add +1.0% 962,728 $71.6M
Trust Co 7.07% Add +29.1% 928,922 $69.1M
Cornerstone Investment Partners, LLC 2.77% Reduce -0.3% 892,651 $66.4M
Boston Standard Wealth Management, LLC 11.10% Add +3.9% 887,904 $66.0M
Joule Financial, LLC 19.61% Add +5.0% 880,168 $65.5M
Cerity Partners LLC 0.10% Reduce -48.8% 838,255 $62.3M
Brio Consultants, LLC 8.46% Add +2.8% 827,262 $61.5M
BTC Capital Management, Inc. 4.21% Add +6.5% 821,602 $61.1M
Rockbridge Investment Management, LCC 6.01% Add +3.4% 818,200 $60.8M
West Financial Advisors, LLC 9.93% Reduce -2.4% 807,414 $60.0M
Gilbert & Cook, Inc. 7.44% Add +5.7% 778,424 $57.9M
Eagle Rock Investment Company, LLC 8.54% Add +0.6% 769,049 $57.2M
Farmers & Merchants Investments Inc. 1.61% Reduce -0.6% 764,886 $56.9M
Essential Planning, LLC. 19.54% Reduce -0.7% 763,229 $56.8M
Soltis Investment Advisors LLC 3.92% Add +9.8% 761,778 $56.7M
Newton One Investments LLC 16.66% Add +1.0% 756,648 $56.3M
Farther Finance Advisors, LLC 0.85% Add +30.0% 754,657 $56.1M
Alliancebernstein L.P. 0.02% Reduce -5.2% 741,972 $55.2M
Bluestem Financial Advisors, LLC 21.50% Add +16.6% 738,811 $54.9M
Lockheed Martin Investment Management Co. 1.97% No change 720,000 $53.5M
NEOS Investment Management LLC 0.39% Add +13.7% 710,195 $52.6M
Twele Capital Management, Inc. 9.56% Add +7.3% 696,668 $51.8M
Cambridge Advisors Inc. 10.10% Add +7.2% 694,733 $51.7M
Trilogy Capital Inc. 2.33% Reduce -6.1% 676,706 $50.3M
Equitable Holdings, Inc. 0.36% Reduce -2.1% 665,745 $49.5M
RTD Financial Advisors, Inc. 5.95% Add +2.2% 665,169 $49.5M
Compound Planning, Inc. 1.60% Add +28.8% 662,843 $49.3M
Howard Capital Management, LLC 0.65% New 661,100 $49.2M
Rainey & Randall Wealth Advisors Inc. 8.16% Reduce -7.5% 656,897 $48.9M
Stifel Financial Corp. 0.04% Add +9.1% 656,393 $48.8M
Symmetry Partners, LLC 5.30% Add +4.8% 654,969 $48.7M
Zhang Financial LLC 1.91% Add +7.3% 631,836 $47.0M
Victory Capital Management Inc. 0.03% Add +43.6% 631,003 $46.9M
Cambridge Associates LLC /Ma/ 0.86% Add +60.6% 629,074 $46.8M
Arkos Global Advisors 5.83% Reduce -26.4% 615,480 $45.8M
RFG Advisory, LLC 0.93% Reduce -37.9% 607,303 $45.2M
Horizon Bancorp Inc. 21.41% Add +4.0% 603,580 $44.9M
Riversedge Advisors, LLC 7.51% Add +2.8% 602,845 $44.8M
US Bancorp \de 0.05% Reduce -4.3% 596,292 $44.3M
Gridiron Partners, LLC 24.93% Reduce -95.4% 24,091 $43.9M
Tectonic Advisors LLC 2.39% Add +1.8% 587,724 $43.7M
Silver Oak Advisory Group, Inc. 19.69% Add +4.2% 585,264 $43.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.35% Reduce -29.8% 584,073 $43.4M
Crewe Advisors LLC 4.09% Add +7.3% 576,530 $42.9M
Elm Partners Management LLC 2.13% Add +31.6% 570,315 $42.4M
Steele Capital Management, Inc. 1.82% Add +26.3% 550,828 $41.0M
Aspiriant, LLC 1.24% Add +2.8% 544,740 $40.5M
OneDigital Investment Advisors LLC 0.41% Add +46.0% 540,637 $40.2M
SCS Capital Management LLC 0.43% Reduce -6.0% 532,291 $39.6M
Journey Advisory Group, LLC 2.88% Add +1.8% 523,326 $38.9M
TLT Family Holdco ULC 3.52% No change 519,000 $38.6M
ALM First Financial Advisors, LLC 7.77% No change 517,396 $38.5M
Brass Tax Wealth Management, Inc. 6.34% Add +111.7% 513,040 $38.2M
&partners 0.24% Add +8.3% 512,846 $38.0M
Astoria Strategic Wealth, Inc. 9.58% Add +5.7% 509,286 $37.9M
TD Capital Management LLC 3.39% Add +0.3% 505,906 $37.6M
D.A. Davidson & Co. 0.24% Add +1.4% 502,981 $37.4M
Karpus Management, Inc. 1.18% Add +42.3% 501,916 $37.3M
Dynamic Advisor Solutions LLC 1.08% Add +3.0% 501,713 $37.3M
Stordahl Capital Management, Inc. 7.83% Add +0.6% 501,556 $37.3M
Meridian Wealth Management, LLC 1.39% Add +5.2% 485,794 $36.1M
Financial Management Professionals, Inc. 3.74% Add +2.4% 483,564 $36.0M
Sherwood Financial Partners, LLC 31.14% Add +0.9% 479,977 $35.7M
Charles Schwab Trust Co 2.42% Reduce -1.4% 479,802 $35.7M
Great Waters Wealth Management 4.18% Reduce -7.4% 475,849 $35.4M
Harbour Investments, Inc. 0.80% Add +8.6% 474,439 $35.3M
Roble, Belko & Company, Inc 4.78% Add +2.6% 474,011 $35.3M
Index Fund Advisors, Inc. 1.71% Add +6.3% 474,007 $35.3M
Avior Wealth Management, LLC 1.13% Add +4.5% 470,476 $35.0M
Eaton-Cambridge Inc. 12.02% Add +8.9% 464,682 $34.6M
NewSquare Capital LLC 2.28% Add +13.2% 451,957 $33.6M
Transamerica Financial Advisors, LLC 2.79% Add +0.9% 451,490 $33.6M
MA Private Wealth 5.62% Reduce -2.5% 449,654 $33.4M
N.E.W. Advisory Services LLC 2.98% Add +8.6% 449,260 $33.4M
Private Advisor Group, LLC 0.16% Add +17.9% 442,039 $32.9M
FIDELIS iM, LLC 20.05% Add +157.6% 378,115 $32.3M
Bluespring Wealth Management, LLC 2.79% Add +50.9% 430,557 $32.0M
Manning & Napier Advisors LLC 0.40% Reduce -4.5% 425,997 $31.7M
Carr Financial Group Corp 8.50% Add +23.2% 416,423 $31.0M
Cahill Financial Advisors Inc. 3.52% Add +0.9% 415,422 $30.9M
RIA Advisory Group LLC 7.91% Add +5.4% 412,430 $30.7M
Level Wealth Management LLC 16.05% Add +8.5% 409,877 $30.5M
Captrust Financial Advisors 0.06% Reduce -0.9% 409,643 $30.5M
Financiere des Professionnels - Fonds d'investissement inc. 1.72% No change 400,700 $29.8M
Stephens Consulting, LLC 10.26% Reduce -27.3% 400,204 $29.8M
Kwmg, LLC 2.61% Add +4.3% 400,141 $29.8M
Sound Stewardship, LLC 14.24% Add +3.8% 398,929 $29.7M
Principal Securities, Inc. 0.48% Add +11.9% 392,152 $29.2M
Jordan Park Group LLC 1.65% Add +682.7% 389,630 $29.0M
Westerkirk Capital Inc. 3.31% Add +1.8% 389,350 $29.0M
Global Wealth Strategies & Associates 7.40% Add +3.2% 386,713 $28.8M
Bare Financial Services, Inc 8.53% Add +14.5% 384,148 $28.6M
Prestige Wealth Management Group LLC 5.46% Add +1.0% 380,269 $28.3M
Gibson Wealth Advisors LLC 20.09% Add +8.5% 378,997 $28.3M
New Jersey Better Educational Savings Trust 47.07% New 373,365 $27.8M
G2 Capital Management, LLC / Oh 7.01% Add +4.6% 373,340 $27.8M
Legacy Private Trust Co. 1.65% Add +744.6% 371,847 $27.7M
Summit Wealth Group, LLC 6.56% Add +4.5% 364,917 $27.1M
Allspring Global Investments Holdings, LLC 0.04% Reduce -22.2% 364,463 $27.1M
Visionary Wealth Advisors 1.26% Add +5.8% 364,252 $27.1M
Gotham Asset Management 0.12% Add +1.6% 359,942 $26.8M
Prudent Man Advisors, LLC 9.78% Add +2.6% 356,354 $26.5M
Hills Bank & Trust Co 1.56% Add +3.4% 355,740 $26.5M
Pinnacle Associates Ltd. 0.35% Add +8.6% 351,095 $26.1M
Baron Silver Stevens Financial Advisors, LLC 3.75% Add +5.5% 344,536 $25.6M
BHK Investment Advisors, LLC 9.44% Add +0.1% 339,589 $25.3M
WBH Advisory Inc. 1.92% Reduce -1.1% 338,710 $25.2M
Wesbanco Bank Inc. 0.70% Add +7.1% 338,639 $25.2M
Beacon Harbor Wealth Advisors, Inc. 5.86% Add +5.3% 337,304 $25.1M
Smithfield Trust Co 1.12% Add +0.8% 337,381 $25.1M
Natixis Advisors, LLC 0.04% Add +5.3% 336,730 $25.0M
Kavar Capital Partners Group, LLC 3.32% Add +22.7% 334,793 $24.9M
Fifth Third Securities, Inc. 1.69% Reduce -0.3% 333,116 $24.8M
BIP Wealth, LLC 1.21% New 329,636 $24.5M
Sightline Wealth Advisors, LLC 10.90% Reduce -1.0% 324,712 $24.1M
Main Management LLC 1.75% Add +0.4% 321,912 $23.9M
Fonville Wealth Management LLC 5.38% Add +5.2% 321,392 $23.9M
Mallini Complete Financial Planning LLC 21.09% Reduce -0.4% 320,639 $23.8M
Tenon Financial LLC 12.15% Add +3.2% 318,211 $23.7M
Regent Peak Wealth Advisors LLC 4.74% — 317,974 $23.6M
Vermillion Wealth Management, Inc. 6.46% Add +4.6% 317,127 $23.6M
White Lighthouse Investment Management Inc. 3.59% Add +2.6% 316,780 $23.6M
Waverly Advisors, LLC 0.23% Add +3.2% 310,381 $23.1M
AdvisorNet Financial, Inc 1.30% Add +48.1% 308,749 $23.0M
Tompkins Financial Corp. 1.92% Add +6.5% 308,293 $22.9M
Bristlecone Advisors, LLC 1.88% Add +24.4% 303,262 $22.6M
Janney Montgomery Scott LLC 0.05% Reduce -2.3% 302,554 $22.5M
FMR LLC 0.00% Reduce -35.1% 302,020 $22.5M
Ameritas Investment Partners, Inc. 0.68% Add +0.8% 300,000 $22.3M
Aletheian Wealth Advisors LLC 10.34% Reduce -0.2% 299,241 $22.3M
Five Pine Wealth Management 14.87% Add +11.3% 295,693 $22.0M
Golden Bell Financial Planning LLC 19.04% Add +15.3% 294,630 $21.9M
Capital Asset Advisory Services LLC 0.95% Reduce -1.5% 294,521 $21.9M
Focus Partners Advisor Solutions, LLC 0.25% Add +52.8% 292,632 $21.7M
Hobart Private Capital, LLC 4.51% Reduce -15.2% 289,769 $21.6M
Bank of Montreal 0.01% Add +12.1% 289,647 $21.5M
Axxcess Wealth Management, LLC 0.44% Reduce -1.7% 281,456 $20.9M
Atmos Advisory, LLC 12.74% Add +3.0% 281,062 $20.9M
Leonard Rickey Investment Advisors P.L.L.C. 3.90% Add +1.3% 278,850 $20.7M
Sanctuary Advisors, LLC 0.12% Add +6.4% 275,841 $20.5M
Cherry Tree Wealth Management, LLC 4.40% Reduce -1.7% 269,234 $20.0M
Veery Capital, LLC 6.30% Add +6.2% 268,428 $20.0M
Coppell Advisory Solutions LLC 2.10% Add +14.8% 265,933 $19.8M
Steward Partners Investment Advisory, LLC 0.11% Add +4.2% 265,381 $19.7M
Parr McKnight Wealth Management Group, LLC 2.59% Reduce -4.9% 264,937 $19.7M
Luminvest Wealth Management LLC 6.41% Add +17.0% 264,354 $19.7M
Ellevest, Inc. 2.80% Add +6.1% 263,621 $19.6M
BlueStem Wealth Partners, LLC 2.22% Add +6.1% 261,254 $19.4M
JFS Wealth Advisors, LLC 1.13% Add +0.8% 260,328 $19.4M
Leavell Investment Management, Inc. 0.81% Add +6.7% 259,558 $19.3M
Greenbush Financial Group, LLC 7.27% Add +4.3% 254,791 $18.9M
Nicolet Advisory Services, LLC 1.47% Add +5.9% 253,607 $18.8M
Courage Miller Partners, LLC 5.60% Add +10.3% 251,353 $18.7M
Atria Investments, Inc 0.21% Add +3.7% 250,827 $18.7M
Werba Rubin Papier Wealth Management 3.01% Add +24.8% 250,820 $18.7M
McNaughton Wealth Management, LLC 7.80% Reduce -9.8% 248,717 $18.5M
Sagespring Wealth Partners, LLC 0.36% Reduce -0.1% 17,484,426 $18.5M
Barclays PLC 0.01% Reduce -5.6% 247,575 $18.4M
National Bank of Canada 0.02% Add +12.8% 247,440 $18.4M
Acorn Wealth Advisors, LLC 5.73% Add +0.0% 245,569 $18.3M
Litman Gregory Wealth Management LLC 1.35% Add +3.4% 244,570 $18.2M
Rockefeller Capital Management L.P. 0.04% Add +19.2% 244,397 $18.2M
Bear Mountain Capital, Inc. 6.08% Add +12.2% 241,758 $18.1M
Galvin, Gaustad & Stein, LLC 1.49% Add +3.3% 243,480 $18.1M
Drucker Wealth 3.0, LLC 3.21% Reduce -38.5% 242,639 $18.0M
Ameraudi Asset Management, Inc. 10.92% Add +5.0% 242,628 $18.0M
Bank of Hawaii 0.90% Add +5.0% 241,939 $18.0M
Rogco, LP 6.27% Add +4.8% 240,054 $17.9M
PFG Advisors 0.72% New 237,355 $17.7M
Vannoy Advisory Group, Inc. 11.53% Add +2.8% 237,263 $17.6M
Foster & Motley Inc. 0.95% Add +32.9% 236,595 $17.6M
Addison Capital Co 5.18% Add +31.3% 235,592 $17.5M
Financial Architects, LLC 9.94% Add +7.4% 235,010 $17.5M
Altura Wealth Advisors Inc. 8.31% Add +11.5% 234,539 $17.4M
Van Eck Associates Corp. 0.02% Add +21.6% 234,194 $17.4M
Apexium Financial, LP 0.83% Add +9.8% 230,015 $17.1M
FDx Advisors, Inc. 5.12% Add +0.4% 229,069 $17.1M
Mosaic Family Wealth Partners, LLC 1.98% Add +4.3% 227,119 $16.9M
Benjamin Edwards Inc. 0.19% Reduce -7.8% 226,565 $16.8M
Bfsg, LLC 1.62% Add +3.8% 224,178 $16.7M
True Freedom Investing, LLC 5.86% Add +16.5% 220,497 $16.4M
PDS Planning, Inc 1.13% Add +4.3% 220,092 $16.4M
SBI Securities Co., Ltd. 0.42% Add +4.4% 219,834 $16.3M
Cadence Bank 0.99% Add +26.5% 219,360 $16.3M
FOCUS Wealth Advisors, LLC 7.83% Add +1.7% 219,094 $16.3M
IMA Advisory Services, Inc. 1.64% Add +4.0% 218,604 $16.3M
Nwam LLC 0.88% Add +4.1% 216,823 $16.2M
Penserra Capital Management LLC 0.19% Add +39.5% 216,600 $16.1M
FIL Ltd 0.01% Add +4.5% 215,349 $16.0M
Aspire Capital Advisors LLC 3.93% Add +0.3% 214,451 $15.9M
Sequoia Financial Advisors, LLC 0.10% Reduce -10.9% 213,555 $15.9M
Asset Management One Co., Ltd. 0.05% New 212,840 $15.8M
Whelan Financial 5.01% Add +2.5% 212,383 $15.8M
Phillips Financial Management, LLC 1.04% Reduce -2.5% 212,078 $15.8M
Mather Group, Llc. 0.16% Reduce -0.2% 212,052 $15.8M
Advyzon Investment Management, LLC 2.70% Add +14.0% 211,641 $15.7M
Modera Wealth Management, LLC 0.18% Add +2.7% 211,634 $15.7M
First Commonwealth Financial Corp 2.63% New 211,048 $15.7M
SlateStone Wealth, LLC 1.35% Add +10.3% 209,780 $15.6M
Roundview Capital LLC 0.98% Reduce -1.7% 209,298 $15.6M
Rebalance, LLC 0.93% Add +2.3% 207,931 $15.5M
Arbor Investment Advisors, LLC 1.96% Reduce -2.4% 207,828 $15.5M
Prospera Capital Management, LLC 7.41% Add +4.2% 206,400 $15.3M
Mission Wealth Management, LP 0.31% Reduce -17.2% 205,382 $15.3M
Pinnacle Wealth Management Advisory Group, LLC 1.14% Add +5.0% 205,004 $15.2M
Rwa Wealth Partners, LLC 0.17% Add +2.8% 201,132 $15.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -3.3% 200,714 $14.9M
Tide Cove Capital Partners LLC 11.31% Add +1.0% 197,690 $14.7M
Alley Investment Management Company, LLC 1.69% Add +0.3% 195,604 $14.5M
Estate Counselors, LLC 1.25% Add +6.3% 195,070 $14.5M
Tanager Wealth Management LLP 1.49% Reduce -1.5% 190,640 $14.2M
Wrenne Financial Planning LLC 6.05% Add +2.9% 190,282 $14.2M
Mgo One Seven LLC 0.33% Add +3.2% 189,273 $14.1M
Wela Strategies, Inc. 5.33% Add +6.1% 189,057 $14.1M
Attessa Capital LLC 8.29% Add +8.3% 188,990 $14.1M
CMG Global Holdings, LLC 6.87% Reduce -1.2% 187,952 $14.0M
Synovus Financial Corp. 0.16% Add +0.8% 187,881 $14.0M
Snowden Capital Advisors LLC 0.38% Reduce -0.0% 187,325 $13.9M
LVW Advisors, LLC 1.43% Add +3.1% 186,186 $13.8M
Arkadios Wealth Advisors 0.34% Add +73.8% 184,895 $13.8M
Continuum Advisory, LLC 1.45% Add +2.9% 183,891 $13.7M
United Services Automobile Association 0.95% Add +41.7% 183,490 $13.6M
Associated Banc-Corp 0.36% Add +6.8% 182,822 $13.6M
Armor Investment Advisors, LLC 4.29% Add +5981.4% 182,078 $13.5M
Perigon Wealth Management, LLC 0.27% Add +3.6% 177,250 $13.2M
DSG Capital Advisors, LLC 2.07% Add +51.0% 174,713 $13.0M
Baird Financial Group, Inc. 0.02% Add +7.3% 174,209 $13.0M
Tribridge Partners Financial LLC 5.94% Add +16.8% 173,772 $12.9M
Legacy PCG, LLC 7.73% Add +8.6% 173,419 $12.9M
Madrona Financial Services, LLC 2.84% Add +1.8% 172,931 $12.9M
Gallagher Fiduciary Advisors, LLC 0.47% Reduce -94.4% 172,007 $12.8M
Gould Capital, LLC 7.89% Add +1.1% 171,307 $12.7M
Inscription Capital, LLC 1.37% Reduce -0.3% 171,143 $12.7M
McKinley Carter Wealth Services, Inc. 0.66% Reduce -1.5% 169,644 $12.6M
BlueSky Wealth Advisors, LLC 1.70% Reduce -5.8% 169,523 $12.6M
Focused Wealth Management, Inc 1.36% Add +9.7% 169,157 $12.6M
Aptus Capital Advisors, LLC 0.11% Reduce -3.1% 167,461 $12.5M
Peapack Gladstone Financial Corp. 0.16% Add +2.2% 167,292 $12.4M
TrueWealth Financial Partners 6.21% Add +82.8% 163,714 $12.2M
Keystone Financial Group 0.93% Add +18.8% 163,603 $12.2M
Petix & Botte Co 2.80% Reduce -5.8% 163,301 $12.1M
Exencial Wealth Advisors, LLC 0.39% Add +3.5% 162,093 $12.1M
O'shaughnessy Asset Management, LLC 0.07% Reduce -7.1% 161,836 $12.0M
Pinkerton Wealth, LLC 1.29% Add +12.5% 161,783 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $12.0M
Newport Capital Group, LLC 7.47% Add +2.4% 159,763 $11.9M
Dynamic Wealth Strategies, LLC 7.93% Reduce -6.7% 159,662 $11.9M
BancFirst Trust & Investment Management 4.50% No change 158,620 $11.8M
IFP Advisors, Inc 0.31% Add +4.5% 158,606 $11.8M
Sovereign Investment Advisors, LLC 3.21% Reduce -13.5% 158,085 $11.8M
Cornerstone Wealth Management, LLC 0.65% Reduce -1.0% 157,583 $11.7M
Values Added Financial LLC 5.21% Reduce -0.8% 157,547 $11.7M
Gibraltar Capital Management, Inc. 2.07% Add +0.5% 155,181 $11.5M
Souders Financial Advisors 1.37% Add +2.9% 155,040 $11.5M
Breakwater Investment Management 4.22% Reduce -1.8% 153,773 $11.4M
Lido Advisors, LLC 0.05% Add +3.4% 153,179 $11.4M
Wiser Wealth Management, Inc 2.58% Add +2.4% 151,543 $11.3M
Broadview Financial Management, LLC 7.54% Reduce -1.3% 150,324 $11.2M
TD Private Client Wealth LLC 0.25% Reduce -1.5% 147,939 $11.0M
Trellis Wealth Advisors LLC 4.46% Add +4.3% 147,412 $11.0M
Ames National Corp. 6.45% Add +3.3% 146,154 $10.9M
Zeit Capital LLC 7.36% Reduce -0.2% 145,685 $10.8M
Chicago Partners Investment Group LLC 0.28% Add +2.7% 143,308 $10.8M
McCarthy Asset Management, Inc. 6.90% Add +1.6% 144,540 $10.7M
Darrow Company, Inc. 4.94% Add +5.6% 141,756 $10.6M
Tobias Financial Advisors, Inc. 1.59% Add +1.1% 140,706 $10.5M
Prospera Financial Services Inc 0.18% Add +4.1% 140,567 $10.5M
Topsail Wealth Management, LLC 1.76% Add +9.2% 139,588 $10.4M
Mutual Advisors, LLC 0.23% Add +0.4% 138,448 $10.4M
Summit Trail Advisors, LLC 0.14% Add +20.8% 137,974 $10.3M
Brookstone Capital Management 0.12% Reduce -0.2% 137,898 $10.3M
Thompson Siegel & Walmsley LLC 0.17% Reduce -14.0% 136,686 $10.2M
Cyr Financial Inc. 6.91% Add +10.0% 136,043 $10.1M
Spirepoint Private Client, LLC 1.06% Add +14.5% 135,152 $10.1M
Stephens Inc. 0.13% Add +32.3% 133,265 $9.9M
Beacon Investment Advisory Services, Inc. 0.42% Add +2.7% 133,144 $9.9M
Smith & Howard Wealth Management, LLC 2.30% Add +1.7% 132,650 $9.9M
Staley Capital Advisers Inc. 0.40% Reduce -0.6% 132,095 $9.8M
Fifth Third Bancorp 0.03% Add +11.3% 131,630 $9.8M
Geneos Wealth Management Inc. 0.25% Reduce -62.7% 130,019 $9.7M
Main Line Retirement Advisors, LLC 4.94% Add +7.0% 129,451 $9.6M
Glenview Trust Co 0.15% Reduce -1.9% 129,177 $9.6M
Northwest & Ethical Investments L.P. 0.23% No change 128,690 $9.6M
Archford Capital Strategies, LLC 1.14% Reduce -67.5% 128,634 $9.6M
Stephen J. Garry & Associates, LLC 7.62% Reduce -0.4% 128,352 $9.5M
Intelligent Financial Strategies 4.61% Add +4534.6% 127,450 $9.5M
Clearstead Advisors, LLC 0.14% Reduce -0.8% 127,117 $9.5M
Charter Oak Capital Management, LLC 0.74% Add +0.3% 126,885 $9.4M
Liberty Capital Management, Inc. 1.77% Add +26.5% 126,528 $9.4M
Titleist Asset Management, LLC 0.82% Reduce -2.2% 125,083 $9.3M
Independent Financial Group, LLC 0.22% Add +56.9% 125,031 $9.3M
Azimuth Capital Investment Management LLC 0.33% No change 124,875 $9.3M
Courier Capital LLC 0.53% Reduce -1.9% 124,508 $9.3M
Platt Investment Counsel, LLC 7.28% New 124,354 $9.2M
SageView Advisory Group, LLC 0.32% Reduce -0.7% 124,041 $9.2M
Oceanside Advisors LLC 5.76% Add +3.2% 123,957 $9.2M
Signaturefd, LLC 0.14% Reduce -7.4% 123,088 $9.2M
Graves Light Lenhart Wealth, Inc. 1.01% Reduce -0.9% 122,518 $9.1M
Brown Advisory Inc. 0.01% Reduce -26.5% 121,922 $9.1M
Brooklyn FI, LLC 2.01% Add +19.7% 119,865 $8.9M
Trek Financial, LLC 0.53% Reduce -4.7% 120,077 $8.9M
Retirement Planning Group, LLC 0.30% Reduce -17.9% 117,798 $8.8M
Certus Wealth Management, LLC 5.24% Reduce -9.4% 117,640 $8.7M
Cibc World Market Inc. 0.02% Add +365.7% 114,902 $8.5M
Cary Street Partners Financial LLC 0.22% Add +25.5% 114,754 $8.5M
Fairview Capital Investment Management, LLC 0.43% Reduce -4.6% 114,598 $8.5M
Retirement Capital Strategies 3.26% Add +9.6% 114,212 $8.5M
Prepared Retirement Institute LLC 4.42% Add +1.4% 114,073 $8.5M
Global Wealth Management, LLC 4.39% Add +2617.5% 112,557 $8.4M
Valeo Financial Advisors, LLC 0.19% Add +12.8% 144,901 $8.4M
Park Avenue Securities LLC 0.07% Add +18.2% 112,231 $8.3M
Hilltop Holdings Inc. 0.44% Add +5.8% 111,961 $8.3M
Triumph Capital Management 2.23% Add +2.0% 111,347 $8.3M
FPC Investment Advisory, Inc. 4.97% Reduce -5.9% 111,286 $8.3M
Vectors Research Management, LLC 2.59% Reduce -2.9% 110,507 $8.2M
Ryan Investment Management, Inc. 4.55% Reduce -1.1% 110,166 $8.2M
Powers Advisory Group, LLC 3.26% Reduce -13.9% 109,926 $8.2M
LifeGoal Investments, LLC 6.78% Add +14.1% 109,839 $8.2M
Root Financial Partners, LLC 0.50% Add +27.4% 109,288 $8.1M
Note Advisors, LLC 4.76% Add +7.4% 107,639 $8.0M
Orion Porfolio Solutions, LLC 0.06% Reduce -21.9% 107,307 $8.0M
EverSource Wealth Advisors, LLC 0.32% Add +20.1% 107,159 $8.0M
Financial & Tax Architects, LLC 1.75% Reduce -10.1% 106,368 $7.9M
Prospect Financial Group LLC 7.72% Add +1.2% 106,258 $7.9M
Trustmark Bank Trust Department 0.51% No change 106,000 $7.9M
Bleakley Financial Group, LLC 0.18% Reduce -5.8% 105,448 $7.8M
Thrivent Financial for Lutherans 0.02% Add +599.5% 105,129 $7.8M
Laird Norton Wetherby Wealth Management, LLC 0.31% Add +1.2% 103,160 $7.7M
Aurelius Family Office LLC 3.41% Reduce -0.6% 103,110 $7.7M
Commerce Bank 0.04% Add +5.4% 102,786 $7.6M
Concurrent Investment Advisors, LLC 0.13% Reduce -17.7% 102,741 $7.6M
1832 Asset Management L.P. 0.01% Reduce -2.1% 102,602 $7.6M
Matrix Trust Co 1.18% Add +7.9% 101,131 $7.5M
Deutsche Bank AG 0.00% Reduce -14.2% 100,737 $7.5M
Bouchey Financial Group, Ltd. 0.58% Reduce -1.2% 100,603 $7.5M
New Covenant Trust Company, N.A. 6.96% Reduce -25.4% 100,495 $7.5M
Commonwealth Retirement Investments LLC 2.54% Add +6.6% 100,360 $7.5M
Rinkey Investments 1.96% Add +50.0% 99,349 $7.4M
K2 Financial Inc. 5.93% Add +14.4% 98,855 $7.4M
Jacobi Capital Management LLC 0.45% Reduce -5.9% 98,961 $7.4M
City State Bank 2.11% Reduce -5.9% 98,274 $7.3M
National Philanthropic Trust 0.08% No change 98,138 $7.3M
Ballentine Partners, LLC 0.10% Add +5.3% 97,382 $7.2M
Integrated Advisors Network LLC 0.30% Add +3.5% 96,839 $7.2M
L.K. Benson & Company, P.C. 3.88% Add +11.4% 96,669 $7.2M
Apex Wealth Management, LLC 5.12% Reduce -8.7% 96,255 $7.2M
WealthCollab, LLC 3.28% Add +10.7% 95,522 $7.1M
Okabena Investment Services Inc. 1.37% Add +2.9% 94,856 $7.1M
CIBC Bancorp USA Inc. 0.04% — 94,089 $7.0M
Genesis Wealth Advisors, LLC 4.92% Reduce -0.5% 93,895 $7.0M
Advisory Services Network, LLC 0.10% Add +1.7% 93,673 $7.0M
Sage Rhino Capital LLC 1.35% Add +1.4% 93,548 $7.0M
Saxony Capital Management, LLC 4.59% Add +0.9% 93,516 $7.0M
NewEdge Wealth, LLC 0.10% Add +11.2% 92,733 $6.9M
Private Client Services, LLC 2.29% Add +99.1% 91,940 $6.8M
Legacy Financial Group LLC 0.89% Add +3.5% 91,906 $6.8M
IFS Advisors, LLC 3.99% New 91,601 $6.8M
Susquehanna International Group, LLP 0.01% Add +284.3% 91,102 $6.8M
Swisher Financial Concepts, Inc. 4.05% Add +18.2% 90,884 $6.8M
Oak Hill Wealth Advisors, LLC 1.26% Add +5.8% 90,582 $6.7M
Valtrion Capital Management, LLC 7.21% Reduce -1.6% 90,173 $6.7M
Faithward Advisors, LLC 0.99% Add +4.8% 89,905 $6.7M
Grove Bank & Trust 0.78% Reduce -4.1% 89,873 $6.7M
Verus Wealth Management, LLC 6.21% Add +7.0% 89,444 $6.7M
Motiv8 Investments LLC 3.53% Add +30.2% 89,178 $6.6M
StoneX Group Inc. 0.29% Add +21.8% 88,532 $6.6M
Sowell Financial Services LLC 0.25% Add +4.8% 88,319 $6.6M
Cambria Investment Management, L.P. 0.40% Reduce -1.5% 88,072 $6.5M
Motive Wealth Advisors 2.81% Add +4.7% 87,544 $6.5M
Washington Trust Bank 0.47% Reduce -14.4% 86,995 $6.5M
Hamilton Wealth, LLC 1.35% Reduce -20.2% 86,859 $6.5M
Members Wealth LLC 4.06% — 86,294 $6.4M
Farrell Financial LLC 3.99% Add +3.5% 85,575 $6.4M
Sound View Wealth Advisors Group, LLC 0.44% Reduce -0.1% 85,459 $6.4M
Laird Norton Wetherby Trust Company, LLC 1.08% Add +0.2% 84,356 $6.3M
Caliber Wealth Management, LLC / KS 0.70% Reduce -33.5% 84,270 $6.3M
Quadrature Capital Ltd 0.07% New 84,168 $6.3M
Colony Family Offices, LLC 1.61% Add +27.8% 83,833 $6.2M
Diversify Wealth Management, LLC 0.36% Reduce -20.7% 83,878 $6.2M
SigFig Wealth Management, LLC 0.19% Reduce -3.6% 83,654 $6.2M
B.O.S.S. Retirement Advisors, LLC 1.48% Reduce -0.5% 83,345 $6.2M
Curran Financial Partners, LLC 1.22% Reduce -33.7% 82,900 $6.2M
Hancock Whitney Corp. 0.11% Add +9.7% 81,534 $6.1M
Mayflower Financial Advisors, LLC 0.76% Add +6.9% 81,432 $6.1M
Meritas Wealth Management, LLC 3.00% Add +24.5% 81,429 $6.1M
HT Partners LLC 1.83% Add +2.9% 80,606 $6.0M
OneAscent Financial Services LLC 0.40% Add +20.6% 80,402 $6.0M
Horizons Wealth Management 4.10% Add +3.5% 80,293 $6.0M
Toews Corp. 0.85% Reduce -10.2% 80,200 $6.0M
Ascent Group, LLC 0.21% Reduce -3.0% 79,717 $5.9M
First Heartland Consultants, Inc. 0.48% Add +1.8% 79,392 $5.9M
Proffitt & Goodson Inc. 0.83% Add +4.9% 78,108 $5.8M
Manuka Financial, LLC 3.60% Add +27.4% 78,058 $5.8M
Greenspring Advisors, LLC 1.02% — 77,644 $5.8M
Shelter Mutual Insurance Co 1.28% No change 76,583 $5.7M
Lebenthal Global Advisors, LLC 0.99% Add +56.0% 76,176 $5.7M
Glass Jacobson Investment Advisors llc 2.05% Add +18.1% 76,059 $5.7M
J.W. Cole Advisors, Inc. 0.11% Add +16.9% 76,026 $5.7M
Berger Financial Group, Inc 0.34% Reduce -2.5% 75,780 $5.6M
Clarus Wealth Advisors 2.49% Add +8.7% 75,817 $5.6M
Vigilare Wealth Management 1.95% Add +142.1% 75,521 $5.6M
Stonekeep Investments, LLC 3.54% Add +3.8% 75,205 $5.6M
Capital Investment Services of America, Inc. 0.49% Reduce -0.3% 74,817 $5.6M
Global Retirement Partners, LLC 0.12% Reduce -43.0% 74,477 $5.5M
CFS Investment Advisory Services, LLC 0.41% Add +1.9% 73,750 $5.5M
Ieq Capital, LLC 0.02% Add +63.1% 73,680 $5.5M
Stratos Investment Management, LLC 0.23% Add +10.5% 73,513 $5.5M
Forbes Financial Planning, Inc. 3.61% Add +2.2% 73,051 $5.5M
Womack Financial LLC 4.14% Add +7.0% 73,426 $5.5M
LaSalle St. Investment Advisors, LLC 0.97% Add +2263.2% 72,952 $5.4M
Simon Quick Advisors, LLC 0.25% Add +29.3% 72,940 $5.4M
Summit Financial, LLC 0.08% Reduce -74.8% 72,735 $5.4M
Trust Co. of Vermont 0.24% Reduce -0.8% 72,721 $5.4M
Fund Evaluation Group, LLC 0.19% No change 72,279 $5.4M
Smartleaf Asset Management LLC 0.33% Reduce -27.0% 72,030 $5.4M
Triad Wealth Partners, LLC 0.69% Add +6.8% 71,917 $5.3M
Coldstream Capital Management Inc. 0.07% Add +0.5% 71,424 $5.3M
Sovran Advisors, LLC 0.47% Reduce -0.7% 71,072 $5.3M
Blue Trust, Inc. 0.06% Add +70.7% 71,248 $5.3M
Northern Financial Advisors Inc 2.78% New 71,123 $5.3M
Inman Jager Wealth Management, LLC 3.37% Reduce -5.2% 71,032 $5.3M
HBK Sorce Advisory LLC 0.13% Add +1.1% 70,461 $5.3M
Kestra Private Wealth Services, LLC 0.07% Reduce -15.0% 70,496 $5.2M
Millennium Management 0.00% New 69,717 $5.2M
Siligmueller & Norvid Wealth Advisors LLC 2.33% New 69,698 $5.2M
Rothschild Wealth LLC 1.13% Add +14.8% 69,698 $5.2M
Oak Wealth Advisors LLC 3.01% Add +14.2% 69,608 $5.2M
Bay Rivers Group 2.17% Add +0.1% 69,312 $5.2M
Rothschild Capital Partners, LLC 1.21% Add +23.5% 68,775 $5.1M
Cobblestone Capital Advisors LLC 0.24% Add +1.3% 67,765 $5.0M
Human Investing LLC 0.74% Add +6.3% 67,644 $5.0M
North Star Investment Management Corp. 0.32% Reduce -2.6% 67,358 $5.0M
BNP Paribas Financial Markets 0.00% Reduce -66.5% 67,308 $5.0M
ETF Portfolio Partners, Inc. 1.33% Add +1.0% 67,286 $5.0M
Valpey Financial Services, LLC 3.26% Add +3.0% 67,069 $5.0M
Wingate Wealth Advisors, Inc. 3.45% Add +625.4% 67,057 $5.0M
MassMutual Private Wealth & Trust, FSB 0.13% Add +1.0% 66,763 $5.0M
Pinnacle Bancorp, Inc. 1.46% Reduce -1.9% 66,473 $4.9M
Market Street Wealth Management Advisors LLC 0.78% Reduce -1.0% 66,099 $4.9M
Shade Tree Advisors LLC 4.23% Reduce -0.8% 65,700 $4.9M
Mma Asset Management LLC 1.61% Add +0.1% 64,797 $4.8M
Fragasso Financial Advisors Inc 0.30% Reduce -0.7% 64,749 $4.8M
Sarasin & Partners LLP 0.05% Add +5.0% 64,451 $4.8M
MainStreet Investment Advisors LLC 0.64% Reduce -2.4% 64,338 $4.8M
Focus Financial Network, Inc. 0.17% Add +11.4% 63,909 $4.8M
Lantern Wealth Advisors, LLC 2.48% Reduce -4.0% 63,736 $4.7M
Stevens Capital Partners 1.41% Reduce -55.3% 63,451 $4.7M
Lansing Street Advisors 1.24% Add +1.0% 62,594 $4.7M
Motley Fool Wealth Management, LLC 0.31% Reduce -7.7% 62,035 $4.6M
Chesley Taft & Associates LLC 0.19% Add +3.6% 61,592 $4.6M
Buck Wealth Strategies, LLC 0.63% New 61,586 $4.6M
Good Steward Wealth Advisors,LLC 3.16% Add +19.3% 61,582 $4.6M
Total Wealth Planning, LLC 0.53% Add +9.3% 61,183 $4.6M
Keel Point, LLC 0.28% Reduce -3.5% 61,086 $4.5M
Modern Wealth Management, LLC 0.09% Reduce -17.0% 60,563 $4.5M
Midwest Financial Network, LLC 3.61% Add +15.4% 59,756 $4.4M
WFA of San Diego, LLC 3.03% Reduce -0.8% 59,575 $4.4M
Providence First Trust Co 1.54% Add +4.1% 59,541 $4.4M
Consilio Wealth Advisors, LLC 1.45% Add +0.6% 59,319 $4.4M
MAI Capital Management 0.03% Add +111.9% 59,261 $4.4M
Magnolia Capital Advisors LLC 1.15% Add +4.2% 59,200 $4.4M
WMG Financial Advisors, LLC 1.47% Reduce -0.5% 59,153 $4.4M
William Howard & Co Financial Advisors Inc 3.74% Add +0.9% 59,144 $4.4M
Oppenheimer & Co. Inc. 0.05% Add +8.7% 58,796 $4.4M
Two Sigma Securities, LLC 0.64% Reduce -43.0% 57,970 $4.3M
Signal Advisors Wealth, LLC 0.39% Reduce -2.3% 57,867 $4.3M
Bokf, NA 0.06% Add +2.8% 57,588 $4.3M
Delta Asset Management LLC 0.36% Add +10.5% 57,152 $4.3M
Balentine LLC 0.15% Add +2.7% 56,527 $4.2M
Daymark Wealth Partners, LLC 0.14% Reduce -2.8% 56,437 $4.2M
Rathbones Group PLC 0.02% Reduce -10.3% 56,375 $4.2M
Cantor Fitzgerald Investment Advisors L.P. 0.28% Add +0.5% 55,960 $4.2M
Cwm, LLC 0.01% Add +50.2% 55,688 $4.1M
BCO Wealth Management LLC 2.73% Reduce -0.5% 55,551 $4.1M
Charis Legacy Partners, LLC 6.11% Add +20.9% 55,032 $4.1M
Fisher Asset Management 0.00% Reduce -7.1% 54,787 $4.1M
Lowery Thomas, LLC 2.34% Add +15.0% 54,477 $4.1M
Nearwater Capital Markets, Ltd 0.05% New 54,400 $4.0M
WealthShield Partners, LLC 0.45% Reduce -14.0% 53,902 $4.0M
MAS Advisors LLC 6.34% Reduce -3.5% 53,894 $4.0M
Leeward Financial Partners, LLC 1.14% Add +2.6% 53,865 $4.0M
C M Bidwell & Associates Ltd. 1.93% Reduce -1.4% 53,832 $4.0M
Edgestream Partners, L.P. 0.12% Add +438.5% 53,776 $4.0M
Crabel Capital Management, LLC 3.56% Reduce -55.0% 53,512 $4.0M
Mesirow Financial Investment Management, Inc. 0.07% Add +13.0% 53,283 $4.0M
Wealth Architects, LLC 0.37% Add +3.4% 52,984 $3.9M
BankPlus Wealth Management LLC 2.32% Add +6.7% 52,899 $3.9M
Parallel Advisors, LLC 0.07% Reduce -3.4% 52,791 $3.9M
Scotia Capital Inc. 0.02% Add +62.1% 52,770 $3.9M
Csenge Advisory Group 0.19% Reduce -3.3% 52,592 $3.9M
Rehmann Capital Advisory Group 0.21% Add +1.0% 52,434 $3.9M
American Financial & Tax Strategies Inc. 1.93% Add +12.7% 52,017 $3.9M
Mechanics Financial Corp 1.45% Add +7.0% 51,619 $3.8M
JT Stratford LLC 0.52% Add +0.2% 51,471 $3.8M
TFC Financial Management, Inc. 0.49% Reduce -0.6% 51,460 $3.8M
Ramiah Investment Group 3.36% Add +97.6% 51,042 $3.8M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -1.4% 50,802 $3.8M
Hiley Hunt Wealth Management 1.77% Add +3.1% 50,693 $3.8M
Koshinski Asset Management, Inc. 0.27% Add +0.9% 50,557 $3.8M
Harpswell Capital Advisors, LLC 3.58% — 50,536 $3.8M
Seros Financial, LLC 2.23% Add +4.8% 49,567 $3.7M
Prime Buchholz LLC 2.02% Reduce -87.3% 49,504 $3.7M
AQR Capital Management 0.00% Add +23.0% 49,485 $3.7M
Financial Advocates Investment Management 2.06% Reduce -65.8% 49,253 $3.7M
Sellwood Investment Partners LLC 1.45% Add +310.2% 49,006 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Grove Street Fiduciary, LLC 1.71% Reduce -0.8% 48,594 $3.6M
Taylor Hoffman Capital Management LLC 1.13% Reduce -3.9% 48,317 $3.6M
Summit Wealth Partners, LLC 0.65% Reduce -1.2% 48,280 $3.6M
Patten Group, Inc. 0.70% Reduce -1.1% 48,132 $3.6M
Sunesis Advisors, LLC 1.67% — 48,005 $3.6M
Floyd Financial Group LLC 2.64% Add +16.6% 47,782 $3.6M
Exchange Bank 2.47% Add +10.5% 47,764 $3.6M
Haverford Trust Co 0.03% Add +1.4% 47,758 $3.6M
Single Point Partners, LLC 0.72% Add +90.8% 47,648 $3.5M
Amundi 0.00% Reduce -10.3% 47,706 $3.5M
Renaissance Technologies 0.00% New 47,500 $3.5M
Yukon Wealth Management, Inc. 1.15% No change 47,373 $3.5M
First Manhattan Co. Llc. 0.01% Reduce -23.9% 47,327 $3.5M
HTG Investment Advisors, Inc. 1.18% Reduce -6.3% 47,249 $3.5M
Gladstone Institutional Advisory LLC 0.14% Add +8.0% 47,246 $3.5M
Rialto Wealth Management, LLC 0.91% Reduce -68.7% 47,180 $3.5M
EWG Elevate Inc. 1.10% Add +562.1% 47,131 $3.5M
Simplicity Wealth,LLC 0.20% Reduce -17.5% 47,039 $3.5M
Prosperity Consulting Group, LLC 0.17% Add +290.5% 46,886 $3.5M
NYL Investors LLC 1.20% Reduce -0.6% 46,755 $3.5M
Pineridge Advisors LLC 0.99% Add +19.3% 46,694 $3.5M
David Kennon Inc 1.24% Reduce -7.0% 46,267 $3.4M
PFC Capital Group, Inc. 1.44% Add +30.6% 45,927 $3.4M
General Partner, Inc. 1.88% No change 45,848 $3.4M
Heritage Wealth Management, Inc. 2.28% Add +1.8% 44,891 $3.3M
Diversify Advisory Services, LLC 0.11% Reduce -6.4% 44,539 $3.3M
PBMares Wealth Management LLC 0.53% Reduce -2.2% 44,309 $3.3M
CreativeOne Wealth, LLC 0.08% Reduce -27.8% 44,046 $3.3M
Forum Private Client Group LLC 1.16% Reduce -1.8% 43,966 $3.3M
Great Valley Advisor Group, Inc. 0.07% Reduce -5.8% 43,783 $3.3M
TCI Wealth Advisors, Inc. 0.19% Add +3.2% 43,704 $3.3M
Coston, McIsaac & Partners 0.76% Add +3.5% 43,096 $3.2M
Capital Square, LLC 1.62% Add +7.4% 42,835 $3.2M
Evanson Asset Management, LLC 0.18% Add +27.6% 42,786 $3.2M
Mountain Pacific Investment Advisers LLC 0.50% Reduce -7.5% 42,729 $3.2M
WCG Wealth Advisors LLC 0.20% Reduce -0.8% 42,364 $3.2M
Foundations Investment Advisors, LLC 0.05% No change 42,130 $3.1M
Howard Wealth Management, LLC 1.43% Add +1.4% 41,901 $3.1M
AEGON USA Investment Management, LLC 2.70% Reduce -1.5% 41,399 $3.1M
Tenret Co LLC 1.59% Add +0.3% 41,332 $3.1M
Financial Avengers, Inc. 1.32% Add +15.4% 41,317 $3.1M
GoalFusion Wealth Management, LLC 1.46% Reduce -6.4% 41,009 $3.0M
Financial Strategies Group, Inc. 0.58% Add +8.3% 41,056 $3.0M
United Advisor Group, LLC 0.41% Add +15.7% 40,831 $3.0M
Tandem Wealth Advisors LLC 1.44% Add +7.3% 40,829 $3.0M
First Citizens Bank & Trust Co. 0.07% Reduce -19.5% 40,763 $3.0M
Warner Financial, Inc. 1.13% Add +0.3% 40,755 $3.0M
Kingsview Wealth Management, LLC 0.05% Reduce -15.8% 40,450 $3.0M
Plan Group Financial, LLC 0.81% Reduce -27.6% 40,409 $3.0M
Trust Point Inc. 0.24% Reduce -2.4% 40,379 $3.0M
Empowered Funds, LLC 0.03% Add +47.8% 40,171 $3.0M
Sherman Asset Management, Inc. 2.57% Add +0.1% 39,985 $3.0M
Friedenthal Financial 1.52% Add +0.8% 39,677 $3.0M
HB Wealth Management, LLC 0.02% Add +20.9% 39,585 $2.9M
Transcendent Capital Group LLC 1.30% Add +16.9% 39,208 $2.9M
Private Wealth Asset Management, LLC 0.34% Reduce -33.3% 39,192 $2.9M
Center For Asset Management LLC 1.55% Add +64.2% 38,963 $2.9M
Wealthspire Retirement, LLC 0.18% Reduce -21.5% 38,955 $2.9M
10Elms LLP 2.99% Add +1.1% 38,935 $2.9M
Cypress Point Wealth Management, LLC 0.59% Add +64.5% 38,879 $2.9M
Centaurus Financial, Inc. 0.14% Add +19.7% 38,869 $2.9M
Greystone Financial Group, LLC 0.45% Reduce -2.8% 38,773 $2.9M
Avantax Planning Partners, Inc. 0.08% Reduce -0.3% 38,681 $2.9M
TD Waterhouse Canada Inc. 0.02% Add +6.8% 38,374 $2.9M
Nikulski Financial, Inc. 0.71% Reduce -2.8% 38,246 $2.8M
RW Investment Management LLC 0.29% Reduce -2.7% 38,216 $2.8M
Argent Trust Co 0.10% Add +2.6% 37,932 $2.8M
Wealth Advisory Solutions, LLC 0.68% Add +1.3% 37,844 $2.8M
Walkner Condon Financial Advisors LLC 0.44% Reduce -5.2% 37,569 $2.8M
Frank, Rimerman Advisors LLC 0.18% Add +0.9% 37,495 $2.8M
Nvwm, LLC 0.62% Add +1.6% 37,012 $2.8M
Main Street Financial Solutions, LLC 0.18% Add +14.8% 36,727 $2.7M
UMB Bank, n.a. 0.04% Reduce -18.6% 36,658 $2.7M
Moneta Group Investment Advisors LLC 0.02% Add +12.3% 36,488 $2.7M
Oldfather Financial Services, LLC 0.84% Add +11.1% 36,377 $2.7M
Security Financial Services, INC. 0.44% Add +6.8% 36,234 $2.7M
SOL Capital Management CO 0.24% Reduce -32.3% 36,215 $2.7M
McGrath & Associates, Inc. 3.98% Reduce -38.8% 36,023 $2.7M
Strategies Wealth Advisors, LLC 0.28% Reduce -2.7% 35,946 $2.7M
Michels Family Financial, LLC 2.08% Add +6.7% 35,943 $2.7M
First PREMIER Bank 0.61% Add +7.2% 35,937 $2.7M
Barden Capital Management, Inc. 2.22% Reduce -3.2% 35,895 $2.7M
Northern Trust Corp. 0.00% Reduce -8.4% 35,698 $2.7M
Gateway Wealth Partners, LLC 0.36% Add +13.4% 35,663 $2.7M
Valmark Advisers, Inc. 0.03% Reduce -4.6% 35,450 $2.6M
Cornerstone Financial Group, LLC 2.03% Reduce -3.0% 35,203 $2.6M
Stewardship Advisors, LLC 0.61% Add +2.9% 34,956 $2.6M
Fort Point Capital Partners LLC 0.33% Add +56.9% 34,920 $2.6M
DAVENPORT & Co LLC 0.01% Add +4.2% 34,839 $2.6M
Worth Asset Management, LLC 1.15% Reduce -8.1% 34,379 $2.6M
Vise Technologies, Inc. 0.09% Add +417.0% 34,273 $2.5M
Allegiance Financial Group Advisory Services LLC 0.58% Reduce -1.2% 33,848 $2.5M
City Holding Co. 0.32% Add +5.7% 33,806 $2.5M
Neuberger Berman Group LLC 0.00% Add +1.7% 33,412 $2.5M
Fairway Wealth LLC 0.70% Add +38.4% 33,322 $2.5M
Cascade Financial Partners, LLC 0.28% Reduce -6.6% 32,984 $2.5M
Stonebridge Financial Planning Group, LLC 0.92% Add +7.8% 32,848 $2.4M
Truepoint, Inc. 0.06% Add +32.3% 32,656 $2.4M
Gould Asset Management LLC 0.45% Reduce -15.9% 32,634 $2.4M
5T Wealth, LLC 1.06% Reduce -1.5% 32,616 $2.4M
Lion Street Advisors, LLC 0.84% Add +115.4% 28,294 $2.4M
Compass Ion Advisors, LLC 0.23% Add +0.2% 32,409 $2.4M
Strategic Investment Advisors / MI 0.21% Add +54.3% 50,117 $2.4M
Liberty Square Wealth Partners LLC 0.74% Reduce -26.4% 32,128 $2.4M
CGN Advisors LLC 0.20% Reduce -27.1% 31,987 $2.4M
Janney Capital Management LLC 0.15% Add +0.1% 31,919 $2.4M
Narus Financial Partners, LLC 0.65% Add +3.8% 31,788 $2.4M
HFG Advisors, Inc. 1.73% Add +4.0% 31,611 $2.4M
Ashton Thomas Private Wealth, LLC 0.06% Add +17.5% 31,472 $2.3M
Roger Wittlin Investment Advisory, LLC 1.29% Reduce -11.2% 31,297 $2.3M
Traveka Wealth, LLC 1.04% Reduce -1.9% 31,278 $2.3M
Plum Street Advisors, LLC 0.89% Reduce -34.2% 31,154 $2.3M
PAX Financial Group, LLC 0.42% Add +1.4% 31,116 $2.3M
Fiducient Advisors LLC 0.27% Add +18.9% 31,094 $2.3M
FC Advisory LLC 0.68% Reduce -3.4% 31,070 $2.3M
GEN Financial Management, INC. 1.99% Add +0.6% 31,047 $2.3M
REDW Wealth LLC 0.87% Reduce -3.1% 31,024 $2.3M
Gordian Advisors LLC 1.54% No change 30,893 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +22.8% 30,738 $2.3M
Flagstar Securities, Inc. 0.70% Reduce -12.2% 30,651 $2.3M
Cardiff Park Advisors, LLC 0.17% Add +4.3% 30,574 $2.3M
Cutler Investment Counsel LLC 0.24% Add +11.9% 30,540 $2.3M
World Investment Advisors 0.05% Add +10.3% 30,452 $2.3M
KW Wealth Management LLC 3.85% — 30,377 $2.3M
Ameritas Advisory Services, LLC 0.15% Add +27.1% 30,334 $2.3M
American Trust 0.19% Add +81.3% 30,319 $2.3M
Reston Wealth Management LLC 0.72% Reduce -19.3% 30,171 $2.2M
Allodium Investment Consultants, LLC 1.27% Add +16.1% 30,148 $2.2M
Investment Advisory Group, LLC 0.61% Add +4.5% 29,977 $2.2M
Passive Capital Management, LLC. 0.72% Add +21.8% 29,821 $2.2M
Stage Harbor Financial, LLC 1.62% Reduce -1.9% 29,811 $2.2M
PCG Asset Management, LLC 1.77% Add +1.9% 29,610 $2.2M
Continental Investors Services, Inc. 3.26% Reduce -0.7% 29,375 $2.2M
Dakota Wealth Management 0.04% Add +8.5% 29,493 $2.2M
BCS Private Wealth Management, Inc. 0.78% Add +0.5% 29,475 $2.2M
Straight Path Wealth Management 0.61% Add +1.0% 29,421 $2.2M
Eastern Bank 0.04% Reduce -1.2% 29,410 $2.2M
GWN Securities Inc. 0.51% Reduce -33.9% 29,319 $2.2M
Scissortail Wealth Management, LLC 0.48% Add +3.0% 29,379 $2.2M
Pacific Wealth Strategies Group, Inc. 1.34% Reduce -0.2% 29,362 $2.2M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.2M
Moneda S.A. Administradora General de Fondos 2.38% No change 28,940 $2.2M
Pinnacle Family Advisors, LLC 0.94% Add +45.5% 28,972 $2.2M
Zions Bancorporation, National Association 0.11% No change 28,634 $2.1M
Marotta Asset Management 0.39% Add +6.2% 27,931 $2.1M
Kathleen S. Wright Associates Inc. 0.76% Add +2.0% 27,710 $2.1M
First National Bank of Omaha 0.13% Add +1.5% 27,708 $2.1M
Wiser Advisor Group LLC 2.56% Reduce -6.4% 27,687 $2.1M
Sigma Planning Corp 0.06% Add +2.7% 27,643 $2.1M
Midwest Trust Co 0.03% Add +32.3% 27,513 $2.0M
AE Wealth Management LLC 0.01% Reduce -48.0% 27,307 $2.0M
Fagan Associates, Inc. 0.28% Reduce -0.8% 27,288 $2.0M
Quantum Financial Planning Services, Inc. 0.82% Reduce -16.4% 27,283 $2.0M
Hohimer Wealth Management, LLC 0.29% Add +14.3% 27,273 $2.0M
Northwest Financial Advisors 2.58% Add +5.3% 27,038 $2.0M
Washington Trust Advisors, Inc. 0.15% Add +1.1% 26,917 $2.0M
Brookwood Investment Group LLC 0.26% Add +41.2% 26,700 $2.0M
Apollon Wealth Management, LLC 0.04% Add +2.6% 26,576 $2.0M
Western Wealth Management, LLC 0.10% Add +12.5% 26,515 $2.0M
Cresset Asset Management, LLC 0.01% Add +13.4% 26,034 $1.9M
Bath Savings Trust Co 0.19% Reduce -3.1% 26,033 $1.9M
Willow Creek Wealth Management Inc. 0.16% Reduce -2.1% 25,915 $1.9M
Beaumont Financial Advisors, LLC 0.13% Add +0.8% 25,826 $1.9M
Clearstead Trust, LLC 0.33% Reduce -0.2% 25,663 $1.9M
Evergreen Capital Management LLC 0.05% Add +0.5% 25,649 $1.9M
Regions Financial Corp. 0.01% Reduce -1.7% 25,400 $1.9M
Wedmont Private Capital 0.07% Add +200.6% 25,281 $1.9M
Stratos Wealth Advisors, LLC 0.09% Reduce -16.5% 24,912 $1.9M
BOK Financial Private Wealth, Inc. 0.12% Add +1.3% 24,887 $1.9M
Evensky & Katz LLC 0.11% Reduce -0.6% 24,797 $1.8M
Burns J W & Co. Inc. 0.21% Reduce -17.1% 24,698 $1.8M
Planning Alternatives Ltd. 0.24% Reduce -20.4% 24,680 $1.8M
First United Bank & Trust 0.59% Reduce -7.3% 24,498 $1.8M
Westside Investment Management, Inc. 0.29% Add +0.6% 24,451 $1.8M
TABR Capital Management, LLC 1.25% Reduce -0.4% 24,438 $1.8M
Squire Investment Management Company, LLC 0.59% Add +23.3% 24,326 $1.8M
Eley Financial Management, Inc 0.65% Reduce -0.0% 24,306 $1.8M
Culbertson A N & Co. Inc. 0.26% No change 24,299 $1.8M
Verdence Capital Advisors LLC 0.10% Add +650.9% 23,955 $1.8M
Arrowroot Family Office, LLC 0.72% Add +8.6% 24,155 $1.8M
Red Tortoise LLC 0.79% Add +0.9% 24,096 $1.8M
RBA Wealth Management, LLC 0.61% Add +8.4% 23,849 $1.8M
Steel Grove Capital Advisors, LLC 0.21% No change 23,888 $1.8M
Southland Equity Partners LLC 0.35% Add +6.9% 23,439 $1.7M
PKS Advisory Services, LLC 0.40% Reduce -1.9% 23,416 $1.7M
Silver Oak Securities, Incorporated 0.13% Reduce -9.6% 23,377 $1.7M
RFP Financial Group LLC 0.71% Add +0.4% 24,163 $1.7M
Capital Insight Partners, LLC 0.29% Add +0.8% 23,330 $1.7M
GW&K Investment Management, LLC 0.02% Add +8.8% 23,301 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.22% Reduce -21.4% 23,190 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Reduce -4.5% 23,206 $1.7M
Net Worth Advisory Group 0.50% Reduce -41.9% 23,153 $1.7M
Fort Henry Capital, LLC 1.08% Add +4.2% 22,962 $1.7M
Keeler & Nadler Financial Planning & Wealth Management 0.62% Reduce -50.5% 22,876 $1.7M
Joel Adams & Associates, Inc. 1.37% Add +0.6% 22,821 $1.7M
Mitchell McLeod Pugh & Williams Inc. 0.27% Reduce -1.8% 22,501 $1.7M
Everhart Financial Group, Inc. 0.17% Reduce -26.7% 22,525 $1.7M
Level Four Advisory Services, LLC 0.06% Add +7.6% 22,511 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.57% Reduce -4.3% 22,469 $1.7M
Hidden Cove Wealth Management, LLC 1.10% Add +34.0% 22,436 $1.7M
First Citizens Financial Corp 0.82% Add +8.2% 22,435 $1.7M
Pioneer Wealth Management Group 0.54% Add +6.9% 22,392 $1.7M
Wealthcare Advisory Partners LLC 0.03% Add +5.9% 22,331 $1.7M
Three Seasons Wealth, LLC 0.16% Reduce -1.3% 22,316 $1.7M
Stone Summit Wealth LLC 0.47% Reduce -65.3% 22,276 $1.7M
Sax Wealth Advisors, LLC 0.09% Reduce -27.4% 22,028 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -1.5% 21,937 $1.6M
Colonial Trust Co / SC 0.22% Add +8.3% 21,935 $1.6M
Evoke Wealth, LLC 0.03% Add +32.3% 21,831 $1.6M
Evolution Wealth Advisors, LLC 0.22% No change 21,780 $1.6M
Endeavor Private Wealth, Inc. 0.50% New 21,716 $1.6M
Blair William & Co. 0.00% Add +0.1% 21,625 $1.6M
Independent Wealth Network Inc. 0.52% Add +5.5% 21,606 $1.6M
Seldon Capital LP 0.56% No change 21,582 $1.6M
Chicago Capital, LLC 0.04% No change 21,572 $1.6M
Bonfire Financial 1.23% New 21,475 $1.6M
Nicolet Bankshares Inc. 0.26% Reduce -40.8% 21,423 $1.6M
Mission Creek Capital Partners, Inc. 0.31% Reduce -0.0% 21,270 $1.6M
Innealta Capital, LLC 0.79% Reduce -17.4% 21,225 $1.6M
Wells Financial Advisors INC 2.11% Reduce -2.7% 21,196 $1.6M
Citadel Advisors 0.00% New 21,046 $1.6M
Private Trust Co. NA 0.14% Add +1.8% 21,030 $1.6M
Silver Grove Financial Group, Inc. 1.48% — 21,021 $1.6M
Gryphon Financial Partners LLC 0.18% Add +6.6% 21,015 $1.6M
Cumberland Advisors Inc. 0.60% Add +4.5% 20,985 $1.6M
Founders Financial Securities LLC 0.11% Reduce -14.0% 20,949 $1.6M
Cape Cod Five Cents Savings Bank 0.14% No change 20,658 $1.6M
Apeiron RIA LLC 0.35% Add +8.3% 20,714 $1.5M
Webster Bank, N. A. 0.15% Reduce -1.7% 20,647 $1.5M
Cordgrass Capital Advisors, LLC 0.38% Add +29.8% 20,632 $1.5M
WealthCare Investment Partners, LLC 0.50% Add +10.8% 20,646 $1.5M
Bell Investment Advisors, Inc 0.25% Add +4.3% 20,585 $1.5M
Blume Capital Management, Inc. 0.29% Reduce -22.0% 20,529 $1.5M
MBA Advisors LLC 0.65% Add +1.6% 20,403 $1.5M
Aegis Wealth Management LLC 0.81% Reduce -7.7% 20,398 $1.5M
Carrera Capital Advisors 0.27% Reduce -12.1% 20,384 $1.5M
Calton & Associates, Inc. 0.23% Add +79.8% 20,255 $1.5M
Endowment Wealth Management, Inc. 0.68% Add +3.5% 20,230 $1.5M
SJS Investment Consulting Inc. 0.21% Reduce -0.2% 20,227 $1.5M
Legacy Capital Wealth Partners, LLC 0.33% Reduce -2.4% 20,155 $1.5M
Jim Saulnier & Associates, LLC 0.83% New 20,124 $1.5M
GeoWealth Management, LLC 0.05% Reduce -4.8% 20,074 $1.5M
Meridian Wealth Partners, LLC 0.20% Add +5.2% 19,980 $1.5M
Red Wave Investments LLC 0.46% Add +2.5% 19,977 $1.5M
Tillman Hartley LLC 0.38% Reduce -27.7% 19,926 $1.5M
Krilogy Financial LLC 0.06% New 19,939 $1.5M
Family Wealth Partners, LLC 0.55% Reduce -0.6% 19,804 $1.5M
Absolute Capital Management, LLC 0.63% Add +45.0% 19,761 $1.5M
Strategic Financial Planning, Inc. 0.85% Add +12.9% 19,705 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +140.3% 19,700 $1.5M
William Mack & Associates, Inc. 0.78% Reduce -8.2% 19,601 $1.5M
Edge Financial Advisors LLC 0.65% Reduce -1.4% 19,464 $1.4M
Cynosure Group, LLC 0.16% New 19,326 $1.4M
Seven Mile Advisory 0.24% Add +67.3% 19,288 $1.4M
Certior Financial Group, LLC 0.97% New 19,287 $1.4M
Wealth Group Ltd 0.33% Add +0.4% 19,251 $1.4M
St Germain D J Co. Inc. 0.06% Reduce -2.6% 19,223 $1.4M
PFG Private Wealth Management, LLC 0.64% New 19,223 $1.4M
Integrity Wealth Solutions LLC 0.64% Reduce -8.0% 19,223 $1.4M
Old Port Advisors 0.36% Reduce -16.4% 19,099 $1.4M
WASHINGTON TRUST Co 0.05% Add +0.1% 19,050 $1.4M
Applied Capital LLC 0.57% Add +4.2% 19,038 $1.4M
Creekside Partners 0.62% Add +0.3% 18,990 $1.4M
Synergy Investment Management, LLC 0.54% No change 18,923 $1.4M
First International Bank of Israel Ltd. 0.80% Add +17.0% 18,881 $1.4M
Keystone Wealth Services, LLC 0.30% Add +1.0% 18,790 $1.4M
Private Capital Management, LLC 0.13% Add +1.6% 18,731 $1.4M
Wheelhouse Advisory Group LLC 0.60% Add +21.7% 18,718 $1.4M
Savvy Advisors, Inc. 0.06% Add +151.2% 18,718 $1.4M
PFG Investments, LLC 0.07% Add +12.1% 18,693 $1.4M
Belpointe Asset Management LLC 0.05% Add +24.2% 18,641 $1.4M
Goelzer Investment Management, Inc. 0.07% Add +4.1% 18,452 $1.4M
Diversified Enterprises, LLC 0.09% Reduce -9.9% 18,443 $1.4M
Legacy Financial Strategies, LLC 0.25% Reduce -0.1% 18,422 $1.4M
IHT Wealth Management, LLC 0.03% Add +89.3% 18,407 $1.4M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -6.2% 18,351 $1.4M
Flagship Harbor Advisors, LLC 0.06% Reduce -0.8% 18,273 $1.4M
Davis R M Inc. 0.02% Add +194.3% 18,114 $1.3M
Kings Path Partners LLC 0.50% Reduce -0.3% 18,095 $1.3M
Arrow Financial Corp 0.14% Reduce -16.3% 18,082 $1.3M
Thrive Capital Management, LLC 0.34% Reduce -43.5% 17,903 $1.3M
Cascade Investment Group, Inc. 0.88% No change 17,835 $1.3M
Perennial Investment Advisors, LLC 0.11% Add +8.4% 17,831 $1.3M
Ellenbecker Investment Group 0.20% Reduce -19.6% 17,758 $1.3M
Money Concepts Capital Corp. 0.08% Reduce -3.3% 17,728 $1.3M
HUB Investment Partners, LLC 0.05% Add +25.3% 17,676 $1.3M
Websterrogers Financial Advisors, LLC 0.39% Add +2.7% 17,641 $1.3M
Strategic Investment Solutions, Inc. 0.34% Add +349580.0% 17,484 $1.3M
Balanced Rock Investment Advisors LLC 0.95% Reduce -1.1% 17,480 $1.3M
Cumberland Partners Ltd 0.08% Reduce -6.3% 17,475 $1.3M
Flagship Private Wealth, LLC 0.52% Reduce -11.6% 17,419 $1.3M
Generation Capital Management LLC 0.93% Add +185.1% 17,328 $1.3M
B & T Capital Management DBA Alpha Capital Management 0.20% Add +1.8% 17,322 $1.3M
Garrison Point Advisors, LLC 0.54% Add +25.3% 17,275 $1.3M
VestGen Investment Management 0.77% Add +38.2% 17,265 $1.3M
HBW Advisory Services LLC 0.14% Reduce -6.8% 17,162 $1.3M
Sincerus Advisory, LLC 1.09% Add +0.9% 17,147 $1.3M
MN Wealth Advisors, LLC 0.68% Reduce -11.7% 17,044 $1.3M
Lynx Investment Advisory 0.75% Add +1.2% 16,847 $1.3M
NBT Bank, N.A. 0.08% Reduce -14.5% 15,476 $1.2M
Ted Buchan & Co 0.49% Reduce -3.8% 16,741 $1.2M
First Pacific Financial 0.17% Add +3.8% 16,695 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +0.9% 16,510 $1.2M
Wedbush Securities Inc. 0.04% Add +8.1% 16,467 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.25% Add +0.5% 16,470 $1.2M
Mayport, LLC 0.26% Reduce -29.3% 16,409 $1.2M
Life Planning Partners, Inc 0.89% Add +4.4% 16,312 $1.2M
Arete Wealth Advisors, LLC 0.08% Add +24.8% 16,270 $1.2M
Orleans Capital Management Corp. 0.78% Reduce -8.0% 16,175 $1.2M
SVB Wealth LLC 0.06% Reduce -41.0% 16,168 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +46.1% 16,131 $1.2M
Grey Fox Wealth Advisors, LLC 0.24% Add +6.1% 16,111 $1.2M
Silverleafe Capital Partners, LLC 0.37% Reduce -0.9% 16,091 $1.2M
VERITY Wealth Advisors 0.75% Add +0.7% 16,062 $1.2M
Schmidt P J Investment Management Inc. 0.20% No change 16,058 $1.2M
MorganRosel Wealth Management, LLC 0.31% Add +1.3% 16,055 $1.2M
Bank Pictet & Cie (Europe) AG 0.02% New 16,000 $1.2M
Chesapeake Wealth Management 0.36% Add +18.3% 15,935 $1.2M
BCGM Wealth Management, LLC 0.31% Add +5.2% 15,784 $1.2M
Penobscot Wealth Management 0.38% Add +26.9% 15,740 $1.2M
Centurion Wealth Management LLC 0.27% Reduce -3.7% 15,734 $1.2M
Avion Wealth 0.25% Reduce -5.2% 15,663 $1.2M
Shakespeare Wealth Management, LLC 0.26% Reduce -26.8% 15,624 $1.2M
Insigneo Advisory Services, LLC 0.08% Add +65.8% 15,590 $1.2M
SeaCrest Wealth Management, LLC 0.12% Add +139.5% 15,608 $1.2M
Driehaus Capital Management LLC 0.01% Add +94.7% 15,573 $1.2M
Aspire Private Capital, LLC 0.25% Add +3.5% 15,351 $1.1M
Long Run Wealth Advisors, LLC 0.22% Add +4.8% 15,301 $1.1M
Global View Capital Management LLC 0.24% New 15,257 $1.1M
Factor Wealth Management LTD 0.28% Reduce -11.3% 15,246 $1.1M
Linscomb Wealth, Inc. 0.05% Add +14.2% 15,220 $1.1M
Investment Research & Advisory Group, Inc. 0.38% Reduce -11.1% 15,055 $1.1M
Sloy Dahl & Holst, LLC 0.12% Add +14.1% 15,012 $1.1M
Archer Investment Corp 0.25% Reduce -2.6% 15,006 $1.1M
Fiduciary Group, LLC 0.10% Reduce -12.2% 14,992 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +257.8% 14,945 $1.1M
Decker Retirement Planning Inc. 0.61% Add +3.6% 14,877 $1.1M
SHUTTLEWORTH & Co 1.00% — 14,778 $1.1M
Fiduciary Advisors, Inc. 0.89% Add +12.2% 14,739 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.13% Reduce -2.6% 14,579 $1.1M
Connecticut Wealth Management, LLC 0.05% Reduce -36.7% 14,449 $1.1M
Blalock Williams, LLC 0.94% No change 14,444 $1.1M
Hemington Wealth Management 0.14% Add +4.1% 14,414 $1.1M
2UniFi Bank 0.54% Add +38.4% 14,393 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +8.8% 14,371 $1.1M
Piedmont Capital Management, LLC 0.56% Add +8.8% 14,377 $1.1M
Private Wealth Management Group, LLC 0.29% No change 14,330 $1.1M
Victory Financial Group, LLC 0.15% New 14,303 $1.1M
Altfest L J & Co. Inc. 0.12% New 14,234 $1.1M
Traynor Capital Management, Inc. 0.06% Add +42.7% 14,226 $1.1M
Novak & Powell Financial Services, Inc. 0.56% Add +54.1% 14,211 $1.1M
Capital Analysts, LLC 0.03% Add +30.1% 14,172 $1.1M
Swmg, LLC 0.32% Add +1.6% 13,943 $1.0M
eCIO, Inc. 0.39% Add +7.5% 13,991 $1.0M
Capital Planning Advisors, LLC 0.14% Reduce -13.7% 13,916 $1.0M
Hendershot Investments Inc. 0.13% Add +0.1% 13,880 $1.0M
Caldwell Trust Co 0.10% Reduce -11.2% 13,866 $1.0M
Sound Income Strategies, LLC 0.06% Add +52.2% 13,886 $1.0M
Quadrant Private Wealth Management, LLC 0.19% No change 13,858 $1.0M
Traphagen Investment Advisors LLC 0.09% Reduce -3.3% 13,827 $1.0M
Cyndeo Wealth Partners, LLC 0.06% Add +28.5% 13,796 $1.0M
Novem Group 0.12% Add +6.6% 13,774 $1.0M
Catalyst Financial Partners LLC 0.12% No change 13,735 $1.0M
Accelerate Investment Advisors LLC 0.69% Reduce -42.3% 13,731 $1.0M
American Investment Services, Inc. 0.24% Add +12.7% 13,696 $1.0M
Fiduciary Trust Co 0.01% Reduce -0.1% 13,666 $1.0M
Diversified Portfolios, Inc. 0.09% Reduce -19.8% 13,651 $1.0M
Moneco Advisors, LLC 0.08% Reduce -5.4% 13,641 $1.0M
Abound Wealth Management 0.25% Add +92.6% 13,618 $1.0M
Heritage Financial Services, LLC 0.09% Add +0.4% 13,550 $1.0M
Guardian Asset Advisors, LLC 0.54% Reduce -43.2% 13,542 $1.0M
SilverOak Wealth Management LLC 0.17% Add +4.3% 13,543 $1.0M
HCR Wealth Advisors 0.10% Add +10.0% 13,450 $1.0M
Coordinated Financial Services, Inc. 0.65% Reduce -4.2% 13,422 $998K
Uptick Partners, LLC 0.26% Add +2.6% 13,370 $994K
Hardin Capital Partners, LLC 0.53% Add +3.3% 13,268 $987K
Impact Capital Partners LLC 0.30% Add +28.6% 13,235 $984K
Welch & Forbes LLC 0.01% Reduce -5.1% 13,118 $976K
Safeguard Investment Advisory Group, LLC 0.24% Reduce -4.2% 13,045 $970K
Medallion Wealth Advisors, LLC 0.34% Reduce -1.3% 13,041 $970K
Zacks Investment Management 0.01% Add +8.8% 13,012 $968K
Equity Investment Corp. 0.02% Add +1.0% 13,002 $967K
Bryant Woods Investment Advisors, LLC 0.38% Add +1.0% 12,985 $966K
Trinity Wealth Management, LLC 0.36% Add +9.7% 12,937 $962K
Wick Capital Partners, LLC 0.23% Reduce -42.0% 12,906 $960K
Pitti Group Wealth Management, LLC 0.81% Add +19.4% 12,785 $951K
National Wealth Management Group, LLC 0.35% Add +3.7% 12,639 $940K
Sharp Wealth Advisory, LLC 0.51% Reduce -9.2% 12,581 $936K
ARK & TLK Investments, LLC 0.29% Add +141.9% 12,434 $925K
Avidian Wealth Enterprises, LLC 0.03% Add +1.0% 12,408 $923K
Optima Capital LLC 0.45% Add +45.2% 12,382 $921K
Discipline Wealth Solutions, LLC 0.24% Add +57.0% 12,382 $921K
BAM Wealth Management, LLC 0.71% — 12,365 $920K
Sovereign Financial Group, Inc. 0.17% Add +6.7% 12,350 $919K
Fidelis Capital Partners, LLC 0.07% New 12,273 $913K
Ruedi Wealth Management, Inc. 0.26% Reduce -13.0% 12,247 $911K
Lodestone Wealth Management LLC 0.41% Reduce -12.8% 12,229 $909K
Marion Wealth Management 0.22% Add +32.6% 12,213 $908K
International Assets Investment Management, LLC 0.07% No change 12,366 $907K
Silverlake Wealth Management LLC 0.22% Reduce -58.7% 12,149 $904K
Aua Capital Management, LLC 0.50% Add +9.8% 12,087 $899K
Regal Investment Advisors LLC 0.06% Add +23.2% 12,068 $898K
First National Trust Co 0.03% Reduce -23.4% 11,975 $891K
Madden Advisory Services, Inc. 0.37% Add +33.7% 11,866 $882K
Strategic Financial Concepts, LLC 0.13% Reduce -61.9% 11,849 $881K
Conrad Siegel Investment Advisors, Inc. 0.18% Add +4.8% 11,719 $872K
Great Oak Capital Partners, LLC 0.23% New 11,695 $870K
Horizon Investment Services, LLC 0.33% Reduce -0.5% 11,691 $870K
Wealth Management Nebraska 0.10% Reduce -0.0% 11,648 $866K
AlphaCore Capital LLC 0.03% Add +143.2% 11,570 $860K
Kingswood Wealth Advisors, LLC 0.05% Reduce -3.2% 11,477 $854K
United Capital Financial Advisors, LLC 0.01% Reduce -16.7% 11,390 $847K
Twin Peaks Wealth Advisors, LLC 0.29% Reduce -35.0% 11,339 $843K
Fortis Capital Advisors, LLC 0.13% Add +34.6% 11,323 $842K
Christensen, King & Associates Investment Services, Inc. 0.36% Add +0.1% 11,309 $841K
FSA Wealth Management LLC 0.31% Add +0.3% 11,301 $840K
Clear Creek Financial Management, LLC 0.07% Add +9.4% 11,292 $840K
Genesis Private Wealth, LLC 0.35% Add +13.9% 11,270 $838K
Beaird Harris Wealth Management, LLC 0.06% Add +99.0% 11,253 $837K
Sequent Planning LLC 0.24% Reduce -15.1% 11,145 $829K
Northwest Capital Management Inc 0.87% Reduce -12.9% 11,083 $824K
Leo Wealth, LLC 0.11% Reduce -47.0% 11,070 $823K
Centric Wealth Management 0.18% Add +38.2% 11,018 $822K
Cloud Capital Management, LLC 0.43% Add +57.8% 11,063 $821K
Quotient Wealth Partners, LLC 0.02% Add +223.1% 11,011 $819K
Dravo Bay LLC 0.36% Add +5.7% 10,999 $818K
Cape Investment Advisory, Inc. 0.80% Add +6.0% 10,963 $815K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -26.1% 10,911 $811K
JMG Financial Group, Ltd. 0.02% Add +0.1% 10,881 $809K
Pinnacle Financial Group, LLC / IL 0.24% Add +0.9% 10,913 $808K
Cornerstone Advisors Asset Management, LLC 0.14% Add +21.5% 10,833 $806K
Legacy Advisors, LLC 0.10% — 10,796 $803K
Cedar Mountain Advisors, LLC 0.16% No change 10,768 $801K
McLean Asset Management Corp 0.16% Add +2.0% 10,770 $799K
Tactive Advisors, LLC 0.23% Reduce -32.9% 10,715 $797K
Journey Strategic Wealth LLC 0.02% No change 10,669 $793K
Grandview Asset Management LLC 0.22% Add +94.4% 10,588 $787K
Covestor Ltd 0.43% Add +12.4% 10,562 $786K
Argonautica Private Wealth Management, Inc. 0.23% Add +0.0% 10,519 $782K
DecisionPoint Financial, LLC 0.18% Add +119.0% 10,479 $779K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 10,470 $779K
Lanark Financial, Inc. 0.06% Add +28.9% 10,432 $776K
Citizens Financial Group Inc. 0.01% Add +36.5% 10,306 $766K
Orcam Financial Group 0.62% Add +0.1% 10,293 $765K
Security National Bank of Sioux City Iowa 0.50% Add +0.5% 10,251 $762K
Hill Investment Group Partners, LLC 0.09% Add +4.8% 10,241 $762K
Widmann Financial Services, Inc. 0.48% No change 10,218 $760K
Aldebaran Financial Inc. 0.76% Add +12.1% 10,198 $758K
Sims Investment Management, LLC 0.27% Reduce -25.3% 10,136 $754K
Providence Capital Advisors, LLC 0.13% No change 10,093 $751K
Bank of New Hampshire 0.17% Reduce -4.0% 10,078 $750K
Integrity Alliance, Llc. 0.04% Reduce -19.9% 10,045 $747K
Wealthstream Advisors, Inc. 0.11% Reduce -1.4% 10,037 $746K
Larson Financial Group LLC 0.03% Add +55.4% 9,905 $737K
First Horizon Corp. 0.03% — 9,847 $732K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +49.6% 9,747 $725K
Tme Financial, Inc. 0.54% Reduce -2.3% 9,731 $724K
Red Crane Wealth Management, LLC 0.61% No change 9,684 $720K
Manchester Capital Management LLC 0.10% Add +0.2% 9,666 $719K
49 Wealth Management, LLC 0.07% New 9,587 $713K
Evelyn Partners Asset Management Ltd 0.16% Add +0.2% 9,471 $704K
Keybank National Association 0.00% No change 9,460 $704K
TOWER TRUST & INVESTMENT Co 0.47% Add +4.2% 9,407 $700K
Opulen Financial Group LLC 0.53% Add +4.2% 9,369 $697K
Capital Investment Advisors, LLC 0.01% Reduce -2.8% 9,314 $693K
CENTRAL TRUST Co 0.01% Add +1.4% 9,311 $692K
Fischer Investment Strategies, LLC 0.41% Add +7.2% 9,299 $692K
WPG Advisers, LLC 0.54% Add +1.4% 9,296 $691K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.4% 9,254 $688K
GreatBanc Trust CO 0.47% — 9,163 $681K
Taylor & Morgan Wealth Management, LLC 0.42% Add +0.1% 9,156 $681K
Transcend Capital Advisors, LLC 0.05% Add +14.7% 9,073 $675K
Empower Advisory Group, LLC 0.00% Add +45.8% 9,069 $674K
Myecfo, LLC 0.31% Reduce -3.1% 9,068 $674K
Modus Advisors, LLC 0.18% Add +15.9% 9,063 $674K
South Plains Financial, Inc. 0.42% No change 9,031 $672K
Verum Partners LLC 0.14% Add +35.9% 8,928 $664K
Wise Wealth Partners 1.01% Add +0.8% 8,877 $660K
Wealth Effects LLC 0.21% Add +1.1% 8,846 $658K
LexAurum Advisors, LLC 0.09% Add +17.1% 8,846 $658K
Beacon Wealthcare LLC 0.23% Reduce -1.2% 8,844 $658K
Spire Wealth Management 0.02% Reduce -56.9% 8,817 $656K
Blue Barn Wealth, LLC 0.29% Add +3.0% 8,792 $654K
Retirement Wealth Solutions LLC 0.43% Add +1.4% 8,744 $650K
WoodTrust Financial Corp 0.08% New 8,674 $645K
Riverpoint Wealth Management Holdings, LLC 0.14% Reduce -4.4% 8,657 $644K
Clark Asset Management, LLC 0.07% Reduce -50.7% 8,640 $643K
Lodestar Private Asset Management LLC 0.07% Add +61.9% 8,630 $642K
Brighton Jones LLC 0.02% Reduce -4.8% 8,629 $642K
Oregon Pacific Wealth Management, LLC 0.55% Reduce -3.6% 8,613 $641K
Topel & Distasi Wealth Management, LLC 0.32% Add +5.1% 8,606 $640K
Texas Bank & Trust Co 0.24% Add +2.1% 8,587 $639K
Finward Bancorp 0.48% Reduce -37.8% 8,529 $634K
Richardson Financial Services Inc. 0.39% Add +0.4% 8,514 $633K
Wilmington Savings Fund Society, FSB 0.02% Reduce -78.7% 8,510 $633K
Ashton Thomas Securities, LLC 0.09% Reduce -27.4% 8,452 $629K
Shufro Rose & Co. LLC 0.05% No change 8,553 $628K
BridgePort Financial Solutions, LLC 0.17% Reduce -12.3% 8,358 $622K
Procyon Advisors, LLC 0.04% Add +2.8% 8,335 $620K
Institute for Wealth Management, LLC. 0.06% Reduce -24.2% 8,334 $620K
Callan Family Office, LLC 0.02% Reduce -2.0% 8,317 $619K
Dorsey & Whitney Trust CO LLC 0.03% Add +19.1% 8,307 $618K
Burton Enright Welch 0.09% Reduce -44.4% 8,297 $617K
Plan A Wealth LLC 0.31% Reduce -0.4% 8,293 $617K
Bull Street Advisors, LLC 0.29% No change 8,251 $614K
Lifeworks Advisors, LLC 0.08% Reduce -10.8% 8,170 $608K
Burney Co./ 0.02% Add +6.4% 8,167 $607K
Disciplined Investors, L.L.C. 0.43% Add +8.0% 8,130 $605K
TCV Trust & Wealth Management, Inc. 0.05% Add +74.5% 8,092 $602K
Ascentis Independent Advisors 0.10% Add +1.1% 8,089 $602K
TFB Advisors LLC 0.17% Reduce -1.0% 8,042 $601K
Clark Capital Management Group, Inc. 0.00% Reduce -40.5% 8,025 $597K
Hopwood Financial Services, Inc. 0.40% Reduce -1.8% 7,989 $594K
Toronto Dominion Bank 0.00% Reduce -94.7% 7,958 $592K
Rock Point Advisors, LLC 0.16% No change 7,955 $592K
Aries Wealth Management 0.14% No change 7,940 $590K
Consolidated Portfolio Review Corp 0.07% Add +32.5% 7,917 $589K
S.A. Mason LLC 0.26% No change 7,871 $585K
Lazari Capital Management, Inc. 0.20% Reduce -8.8% 7,841 $583K
Fortitude Advisory Group L.L.C. 0.31% Reduce -2.5% 7,831 $582K
Timonier Family Office, LTD. 0.19% Reduce -1.5% 7,825 $582K
Patron Partners, LLC 0.26% No change 7,813 $581K
Robinswood Financial LLC 0.19% Reduce -2.5% 7,795 $580K
Accurate Wealth Management, LLC 0.08% Add +9.3% 7,744 $579K
Sachetta, LLC 0.22% Add +61.6% 7,782 $579K
Performance Wealth Partners, LLC 0.02% Reduce -4.4% 7,771 $578K
United Financial Planning Group LLC 0.36% — 7,766 $578K
STAR Financial Bank 0.34% Reduce -4.9% 7,750 $576K
Sonata Capital Group Inc. 0.21% No change 7,729 $575K
Falcon Wealth Planning 0.05% Add +16.2% 7,716 $574K
CWS Financial Advisors, LLC 0.16% Reduce -2.3% 7,709 $573K
Successful Portfolios LLC 0.33% Reduce -1.4% 7,683 $571K
Capital Wealth Alliance, LLC 0.28% New 7,678 $571K
Global Assets Advisory, LLC 0.17% Reduce -43.6% 7,656 $569K
Rossby Financial, LCC 0.19% Add +8.8% 7,660 $569K
TPG Advisors LLC 0.37% Reduce -2.9% 7,601 $565K
City National Bank of Florida 0.37% Add +49.8% 7,588 $564K
Bond & Devick Financial Network, Inc. 0.17% Add +0.2% 7,566 $563K
Cordant, Inc. 0.25% Reduce -1.5% 7,484 $557K
Peak Retirement Planning, Inc. 0.16% Reduce -91.1% 7,421 $552K
Truefg, LLC 0.15% Add +6.0% 7,404 $551K
Sand Hill Global Advisors, LLC 0.02% Add +148.0% 7,404 $551K
Power Wealth Management LLC 0.20% Reduce -36.1% 7,332 $545K
Weitzel Financial Services, Inc. 0.22% Add +0.8% 7,305 $545K
Quantinno Capital Management LP 0.00% Add +15.8% 7,327 $545K
Nordwand Advisors, LLC 0.09% No change 7,325 $545K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.5% 7,306 $543K
Sterling Financial Planning, Inc. 0.17% Reduce -7.5% 7,294 $542K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 7,276 $541K
Sterling Investment Advisors, Ltd. 0.11% No change 7,275 $541K
Creative Financial Designs Inc. 0.04% Add +59.5% 7,170 $533K
Abacus Planning Group, Inc. 0.07% Add +17.9% 7,160 $532K
Archvest Wealth Advisors, Inc. 0.47% Add +0.2% 7,157 $532K
SMI Advisory Services, LLC 0.10% Add +9.4% 7,122 $529K
Full Sail Capital, LLC 0.03% Add +4.1% 7,114 $529K
Access Financial Services, Inc. 0.19% Add +1.2% 7,096 $528K
Petra Financial Advisors Inc. 0.31% Add +8.9% 7,092 $527K
Bright Futures Wealth Management, LLC. 0.41% — 7,049 $524K
Silver Coast Investments LLC 0.18% Add +23.9% 7,009 $521K
Harmony Asset Management LLC 0.18% Add +13.2% 7,007 $521K
San Luis Wealth Advisors LLC 0.09% Add +11.1% 6,988 $520K
Keener Financial Planning LLC 0.24% Reduce -1.7% 6,971 $518K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.0% 6,910 $514K
Ally Invest Advisors Inc. 0.04% Add +2.7% 6,874 $511K
Pacific Financial Group Inc. 0.38% Reduce -7.7% 6,808 $506K
Roberts Glore & Co. Inc. 0.14% Reduce -30.7% 6,761 $503K
Barrett & Company, Inc. 0.17% Reduce -2.1% 6,742 $501K
Hoxton Planning & Management, LLC 0.16% Add +16.5% 6,706 $499K
Ancora Advisors LLC 0.01% Add +30.2% 6,706 $499K
Forum Financial Management, LP 0.01% Add +11.9% 6,698 $498K
Cassaday & Co Wealth Management LLC 0.01% Add +70.6% 6,695 $498K
Towneley Capital Management, Inc / DE 0.11% Add +55.4% 6,685 $497K
Axis Wealth Partners, LLC 0.29% Add +10.1% 6,598 $491K
Keystone Global Partners, LLC 0.25% Reduce -45.1% 6,572 $489K
Northeast Financial Group, Inc. 0.12% Reduce -3.6% 6,559 $488K
Obsidian Cio, LLC 0.06% Reduce -9.3% 6,557 $488K
Breakwater Capital Group 0.07% New 6,522 $485K
Sandbox Financial Partners, LLC 0.14% Reduce -44.7% 6,467 $481K
Country Club Bank 0.03% Reduce -27.3% 6,426 $478K
D.B. Root & Company, LLC 0.12% New 6,417 $477K
Baldwin Wealth Partners LLC 0.03% Reduce -2.4% 6,393 $475K
NorthRock Partners, LLC 0.01% Add +30.7% 6,384 $475K
Awm Capital, LLC 0.04% Reduce -0.6% 6,346 $472K
McAdam, LLC 0.02% Reduce -26.2% 6,342 $472K
Post Resch Tallon Group Inc. 0.42% Add +4.5% 6,296 $468K
CVA Family Office, LLC 0.06% Reduce -5.1% 6,281 $467K
Clarity Capital Advisors, LLC 0.25% Add +0.8% 6,268 $466K
USAdvisors Wealth Management, LLC 0.16% Add +0.7% 6,243 $464K
McIlrath & Eck, LLC 0.05% Add +63.3% 6,212 $462K
Tradewinds, LLC. 0.11% New 6,196 $461K
Redwood Park Advisors LLC 0.34% Add +0.6% 6,183 $460K
Brand Asset Management Group, Inc. 0.13% Add +5.8% 6,159 $458K
Moors & Cabot, Inc. 0.02% Add +28.7% 6,159 $458K
Symphony Financial, Ltd. Co. 0.06% Add +1.8% 6,127 $456K
Lazard Asset Management LLC 0.00% New 6,113 $455K
Revisor Wealth Management LLC 0.16% Reduce -12.2% 6,113 $454K
Waterloo Capital, L.P. 0.03% Add +46.3% 6,087 $453K
Elevated Capital Advisors, LLC 0.11% Reduce -4.3% 6,058 $451K
HM Payson & Co. 0.01% Reduce -4.3% 6,041 $449K
Hanson & Doremus Investment Management 0.06% Reduce -7.9% 6,042 $449K
Fiduciary Alliance LLC 0.03% Add +25.8% 6,028 $448K
Certified Advisory Corp 0.04% Reduce -5.5% 6,015 $447K
Wayfinding Financial, LLC 0.19% No change 5,995 $445K
von Borstel & Associates, Inc. 0.07% New 5,990 $445K
Latitude Advisors, LLC 0.20% Reduce -0.9% 5,973 $444K
Stegner Investment Associates Inc. 0.24% Add +2.9% 5,964 $444K
MidAtlantic Capital Management, Inc. 0.30% No change 5,951 $443K
NorthLanding Financial Partners, LLC 0.37% Add +0.8% 5,945 $442K
Van Hulzen Asset Management, LLC 0.03% Add +28.0% 5,923 $440K
Smith, Moore & Co. 0.03% Reduce -10.9% 5,916 $440K
SteelPeak Wealth, LLC 0.01% New 5,906 $439K
UNIVEST FINANCIAL Corp 0.02% Reduce -40.9% 5,877 $437K
True Link Financial Advisors, LLC 0.03% Add +80.8% 5,863 $436K
Prostatis Group LLC 0.11% Reduce -1.8% 5,854 $435K
Mustard Seed Financial, LLC 0.28% Reduce -2.1% 5,851 $435K
BayBridge Capital Group, LLC 0.28% Reduce -48.3% 5,844 $435K
Vision Financial Markets LLC 0.37% No change 5,796 $431K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +47.5% 5,793 $431K
Moloney Securities Asset Management, LLC 0.05% Add +26.7% 5,779 $430K
King Wealth Management Group 0.05% Reduce -6.1% 5,771 $429K
Stonebridge Financial Group, LLC 0.04% No change 5,754 $428K
Capital Group Private Client Services, Inc. 0.01% Add +1.6% 5,750 $428K
FWG Investments, LLC. 0.29% New 5,746 $427K
Collaborative Wealth Managment Inc. 0.17% Add +6.6% 5,746 $427K
Papamarkou Wellner Asset Management inc. 0.26% No change 5,730 $426K
Headlands Technologies LLC 0.03% Reduce -13.4% 5,691 $423K
Blue Fin Capital, Inc. 0.07% Add +5.0% 5,661 $421K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% No change 5,625 $418K
Simmons Bank 0.03% Reduce -3.7% 5,597 $416K
SWP Financial LLC 0.21% Reduce -19.1% 5,584 $415K
Versant Capital Management, Inc 0.06% Reduce -2.6% 5,567 $414K
Federation des caisses Desjardins du Quebec 0.00% No change 5,566 $414K
Francis Financial, Inc. 0.07% Reduce -3.1% 5,554 $413K
Brave Asset Management Inc. 0.10% No change 5,534 $412K
Balboa Wealth Partners 0.07% Reduce -3.4% 5,516 $410K
Wolverine Trading, LLC 0.01% New 5,513 $410K
Mycio Wealth Partners, LLC 0.09% Add +1.0% 5,479 $407K
Connors Investor Services Inc. 0.03% Add +48.8% 5,470 $407K
Charter Capital Management, LLC\DE 0.22% No change 5,445 $405K
Sheets Smith Wealth Management 0.05% Add +2.9% 5,429 $404K
BWM Planning, LLC 0.12% Reduce -26.3% 5,428 $404K
Palisade Asset Management, LLC 0.04% Reduce -13.6% 5,404 $402K
Jackson, Grant Investment Advisers, Inc. 0.13% Add +1.0% 5,394 $401K
Tudor Investment Corporation 0.00% New 5,345 $398K
Liberty Wealth Management LLC 0.06% Add +26.6% 5,285 $393K
Claro Advisors Inc. 0.06% Reduce -52.6% 5,282 $393K
Adirondack Trust Co. 0.13% No change 5,275 $392K
Bessemer Group Inc. 0.00% Add +3830.6% 5,267 $392K
Scott & Selber, Inc. 0.10% Add +5.5% 5,259 $391K
Apollon Financial, LLC 0.07% Reduce -22.9% 5,258 $391K
Morris Financial Concepts, Inc. 0.14% Add +0.3% 5,248 $390K
WESPAC Advisors, LLC 0.22% Reduce -15.1% 5,167 $384K
GC Wealth Management RIA, LLC 0.01% New 5,141 $382K
IFG Advisory, LLC 0.02% Reduce -21.7% 5,121 $381K
Seneschal Advisors, LLC 0.28% No change 5,118 $381K
Anchor Capital Advisors LLC 0.01% No change 5,100 $379K
Mittelman Wealth Management 0.25% Reduce -35.9% 5,079 $378K
Arcadia Wealth Management, Inc. 0.23% Add +19.6% 5,056 $376K
Financial Insights, Inc. 0.12% Reduce -28.6% 5,042 $375K
LRI Investments, LLC 0.03% Reduce -5.3% 5,038 $375K
Fermata Advisors, LLC 0.09% Reduce -4.2% 5,030 $374K
Rodgers Brothers Inc. 0.05% No change 5,000 $372K
Ellis Investment Partners, LLC 0.07% Add +19.7% 4,982 $371K
Unique Wealth Strategies, LLC 0.15% Add +40.6% 4,973 $370K
ProVise Management Group, LLC 0.03% Reduce -2.9% 4,965 $369K
Insight Advisors, LLC/ PA 0.06% Reduce -4.3% 4,935 $367K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.1% 4,909 $365K
Pillar Financial Advisors, LLC 0.23% No change 4,905 $365K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.3% 4,869 $362K
NorthStar Asset Management LLC 0.17% Add +2.0% 4,867 $362K
Strategic Blueprint, LLC 0.02% Add +1.8% 4,866 $362K
Obermeyer Wealth Partners 0.02% New 4,842 $360K
Opes Wealth Management LLC 0.06% Reduce -60.0% 4,826 $359K
NerdWallet Wealth Partners, LLC 0.18% — 4,823 $359K
Laraway Financial Advisors Inc 0.24% Add +2.5% 4,815 $358K
Capital Advisors Wealth Management, LLC 0.05% Reduce -1.5% 4,785 $356K
Genesee Capital Advisors, LLC 0.15% Add +0.8% 4,723 $351K
Octavia Wealth Advisors, LLC 0.03% Add +8.7% 4,712 $350K
Fortress Financial Group, LLC 0.27% New 4,709 $350K
BCS Wealth Management 0.08% Reduce -7.9% 4,707 $350K
SOA Wealth Advisors, LLC. 0.06% Add +0.8% 4,698 $349K
LongView Wealth Management 0.09% Add +6.9% 4,626 $344K
Parkshore Wealth Management, Inc. 0.14% Add +8.8% 4,609 $343K
Angeles Wealth Management, LLC 0.02% Reduce -2.9% 4,601 $342K
ONE Advisory Partners, LLC 0.10% No change 4,575 $341K
Midwestern Financial, LLC 0.29% Add +8.1% 4,575 $340K
Guyasuta Investment Advisors Inc. 0.02% No change 4,570 $340K
WNY Asset Management, LLC 0.03% Add +11.7% 4,559 $339K
Prelude Capital Management, LLC 0.03% New 4,550 $338K
Cullen/Frost Bankers, Inc. 0.00% Add +24.7% 4,548 $338K
Williams Jones Wealth Management, LLC. 0.00% Reduce -45.1% 4,533 $337K
Idaho Trust Co 0.11% New 4,528 $337K
Bright Financial Advisors, Inc. 0.16% New 4,511 $335K
AllSquare Wealth Management LLC 0.18% Add +14.0% 4,508 $335K
Persium Advisors, LLC 0.25% No change 4,499 $335K
Rakuten Investment Management, Inc. 0.00% — 4,493 $334K
Nvest Financial, LLC 0.19% New 4,488 $334K
Squarepoint Ops LLC 0.00% New 4,466 $332K
Five Oceans Advisors 0.12% Reduce -1.2% 4,465 $332K
Accredited Wealth Management, LLC 0.25% Reduce -98.9% 260 $331K
EnRich Financial Partners LLC 0.09% Add +1.0% 4,420 $329K
Thomasville National Bank 0.02% Reduce -48.6% 4,400 $327K
MIdWestOne Financial Group, Inc. 0.04% No change 4,370 $325K
Acorn Financial Advisory Services Inc. 0.05% Add +1.1% 4,365 $325K
Texas Yale Capital Corp. 0.01% New 4,350 $324K
RAM Investment Partners, LLC 0.06% Add +0.3% 4,348 $323K
LM Advisors LLC 0.05% No change 4,339 $323K
MRWM Advisors, LLC 0.18% Add +17.6% 4,338 $323K
Hilltop National Bank 0.08% No change 4,323 $322K
Whitcomb & Hess, Inc. 0.08% Add +3.3% 4,317 $321K
Stonegate Investment Group, LLC 0.01% No change 4,305 $320K
Rothschild Investment LLC 0.02% Add +1.0% 4,304 $320K
Wetzel Investment Advisors, Inc. 0.14% New 4,293 $319K
Headinvest, LLC 0.07% No change 4,288 $319K
Vivid Wealth Management, LLC 0.13% Reduce -21.8% 4,286 $319K
Strategic Wealth Investment Group, LLC 0.03% New 4,277 $318K
MKT Advisors LLC 0.12% No change 4,248 $316K
Summit Asset Management, LLC 0.05% Reduce -20.8% 4,239 $315K
Mine & Arao Wealth Creation & Management, LLC. 0.13% Reduce -2.3% 4,229 $315K
Cornerstone Management, Inc. 0.05% Reduce -3.5% 4,222 $314K
World Equity Group, Inc. 0.07% Add +5.5% 4,213 $313K
1900 Wealth Management LLC 0.02% Add +1.3% 4,182 $311K
Vantage Point Financial LLC 0.12% Add +1.2% 4,159 $309K
Enclave Advisors LLC 0.05% Add +6.3% 4,148 $309K
Warwick Investment Management, Inc. 0.05% Reduce -6.1% 4,130 $307K
VSM Wealth Advisory, LLC 0.10% Add +92.4% 4,115 $306K
CFM Wealth Partners LLC 0.04% New 4,103 $305K
Kiker Wealth Management, LLC 0.15% Reduce -13.7% 4,100 $305K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +8.4% 4,079 $303K
JGP Wealth Management, LLC 0.03% Add +0.1% 4,064 $302K
Fjell Capital, LLC 0.27% No change 4,046 $301K
Tred Avon Family Wealth, LLC 0.10% — 4,037 $300K
Fingerlakes Wealth Management, Inc. 0.20% New 4,032 $300K
Independent Advisor Alliance 0.01% Add +29.3% 4,016 $299K
Melfa Wealth Management, Inc. 0.17% Reduce -3.6% 4,005 $298K
Cornerstone Planning Group LLC 0.05% Add +4557.9% 885 $296K
Wealth Alliance, LLC 0.03% Add +0.4% 3,969 $295K
BLB&B Advisors, LLC 0.01% Reduce -9.3% 3,968 $295K
Nabity-Jensen Investment Management Inc 0.20% Reduce -1.8% 3,968 $295K
Twelve Points Wealth Management LLC 0.07% Reduce -12.1% 3,961 $295K
Americana Partners, LLC 0.01% Reduce -21.4% 3,956 $294K
Woodside Wealth Management LLC 0.23% No change 3,954 $294K
Ignite Planners, LLC 0.05% Add +0.9% 3,945 $293K
Bridgewater Advisors Inc. 0.02% New 3,914 $291K
Advisory Alpha, LLC 0.01% Reduce -6.6% 3,911 $291K
Penobscot Investment Management Company, Inc. 0.02% No change 3,888 $289K
Community Bank, N.A. 0.03% Reduce -3.9% 3,882 $289K
Elevatus Welath Management 0.08% Reduce -0.4% 3,873 $288K
Atlanta Consulting Group Advisors, LLC 0.07% New 3,865 $287K
Capital Planning LLC 0.08% No change 3,857 $287K
Lanham O'Dell & Company, Inc. 0.09% Add +0.1% 3,846 $286K
Absher Wealth Management, LLC 0.03% New 3,835 $285K
Denver PWM, LLC 0.09% No change 3,861 $284K
Valley Financial Group, Inc. 0.16% Add +10.3% 3,769 $280K
Essex Financial Services, Inc. 0.02% Add +0.2% 3,748 $279K
Clay Northam Wealth Management, LLC 0.16% No change 3,737 $278K
Parkside Financial Bank & Trust 0.02% Add +49.8% 3,714 $276K
Donaldson Capital Management, LLC 0.01% New 3,708 $276K
Magnus Financial Group LLC 0.02% New 3,701 $275K
LJI Wealth Management, LLC 0.05% Reduce -69.8% 3,691 $274K
Florida Financial Advisors, LLC 0.08% New 3,673 $273K
CFO4Life Group, LLC 0.04% Reduce -5.8% 3,663 $272K
WealthPlan Investment Management, LLC 0.02% Add +2.4% 3,663 $272K
Sweeney & Michel, LLC 0.09% Add +1.0% 3,648 $272K
Astoria Portfolio Advisors LLC. 0.07% Reduce -45.7% 3,654 $271K
Fiera Capital Corp 0.00% No change 3,632 $270K
Manske Wealth Management 0.08% No change 3,630 $270K
Strategic Wealth Partners, Ltd. 0.02% Add +14.6% 3,628 $270K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 3,580 $269K
Kraft, Davis & Associates, LLC 0.07% No change 3,609 $268K
SouthState Bank Corp 0.01% Reduce -71.0% 3,596 $267K
Lakeridge Wealth Management LLC 0.12% No change 3,594 $267K
Eclectic Associates Inc. 0.05% Add +19.7% 3,590 $267K
Avestar Capital, LLC 0.02% Reduce -18.9% 3,581 $266K
Archer Investment Management, LLC 0.16% Reduce -7.7% 3,573 $266K
Duncker Streett & Co. Inc. 0.05% No change 3,565 $265K
Chapman Financial Group, LLC 0.18% No change 3,542 $263K
NorthCoast Asset Management LLC 0.00% Reduce -7.6% 3,537 $263K
Meridian Financial Partners LLC 0.11% New 3,543 $263K
Dimension Capital Management LLC 0.04% No change 3,530 $263K
Verus Capital Partners, LLC 0.02% Add +0.3% 3,510 $261K
Venture Visionary Partners LLC 0.01% Reduce -2.1% 3,506 $261K
Tritonpoint Wealth, LLC 0.02% Add +27.7% 3,506 $261K
Curi Capital, LLC 0.00% Reduce -3.0% 3,503 $261K
Rockingstone Advisors LLC 0.13% Reduce -12.5% 3,500 $260K
New Insight Wealth Advisors 0.10% Reduce -28.6% 3,491 $260K
Wescott Financial Advisory Group, LLC 0.02% New 3,466 $258K
Wincap Financial LLC 0.18% Reduce -0.3% 3,449 $257K
Mainsail Financial Group, LLC 0.11% No change 3,448 $256K
Bank Ozk 0.09% No change 3,445 $256K
My Personal CFO, LLC 0.10% Reduce -62.0% 3,435 $255K
Foundation Wealth Management, LLC\PA 0.10% Reduce -18.7% 3,435 $255K
Insight Wealth Partners, LLC 0.11% Reduce -15.7% 3,435 $255K
Black Diamond Financial, LLC 0.03% Add +12.7% 3,434 $255K
KG Capital Management 0.07% New 3,430 $255K
Paulson Wealth Management Inc. 0.06% Reduce -8.1% 3,394 $252K
Lockerman Financial Group, Inc. 0.32% Reduce -4.0% 3,383 $252K
Meriwether Wealth & Planning, LLC 0.15% No change 3,378 $251K
Security National Bank of So Dak 0.13% No change 3,366 $250K
Gilman Hill Asset Management, LLC 0.04% Add +17.5% 3,357 $250K
BNC Wealth Management, LLC 0.06% New 3,355 $249K
Everpar Advisors LLC 0.10% No change 3,333 $248K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.1% 3,329 $247K
Koss-Olinger Consulting, LLC 0.02% No change 3,356 $247K
Quadcap Wealth Management, LLC 0.03% New 3,308 $246K
Capital Investment Advisory Services, LLC 0.02% Add +4.8% 3,284 $244K
FFG Partners, LLC 0.07% Add +1.0% 3,275 $244K
Aspect Partners, LLC 0.11% No change 3,264 $243K
Balefire, LLC 0.05% New 3,260 $242K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -36.1% 3,253 $242K
Impact Partnership Wealth, LLC 0.04% New 3,246 $241K
BlackDiamond Wealth Management, LLC 0.13% No change 3,243 $241K
Hanover Advisors Inc. 0.09% No change 3,230 $240K
Grantvest Financial Group LLC 0.17% Reduce -6.6% 3,214 $239K
Revolve Wealth Partners, LLC 0.03% Reduce -3.5% 3,188 $237K
Baskin Financial Services Inc. 0.02% No change 3,185 $237K
ORG Partners LLC 0.04% Add +4.2% 3,175 $236K
Pinnacle Financial Partners Inc 0.01% Add +7.9% 3,173 $236K
One Degree Advisors Inc 0.07% Add +1.9% 3,183 $236K
First Hawaiian Bank 0.03% No change 3,164 $235K
Key Financial Inc 0.04% Reduce -63.0% 3,160 $235K
Peterson Wealth Management 0.16% Add +0.3% 3,148 $234K
New England Private Wealth Advisors LLC 0.03% Add +0.7% 3,146 $234K
Greenhouse Wealth Management, LLC 0.14% No change 3,140 $234K
CLG LLC 0.06% Add +0.5% 3,137 $233K
Clearview Wealth Advisors LLC 0.15% No change 3,111 $231K
Austin Wealth Management, LLC 0.04% New 3,073 $231K
Patten & Patten Inc. 0.01% New 3,097 $230K
Intrua Financial, LLC 0.03% New 3,090 $230K
Vawter Financial, Ltd. 0.10% New 3,066 $228K
Copperleaf Capital, LLC 0.11% Reduce -66.3% 3,058 $227K
Madison Wealth Partners, Inc 0.04% New 3,057 $227K
Montecito Bank & Trust 0.04% — 3,047 $227K
NCM Capital Management, LLC 0.09% No change 3,038 $226K
Pacifica Partners Inc. 0.08% Reduce -13.3% 3,039 $226K
Woodmont Investment Counsel LLC 0.01% No change 3,005 $224K
Indiana Trust & Investment Management Co 0.07% No change 3,003 $223K
Nautilus Advisors LLC 0.15% No change 3,000 $223K
Signet Investment Advisory Group, Inc. 0.11% No change 3,000 $223K
Westchester Capital Management, Inc. 0.05% New 2,988 $222K
Members Trust Co 0.01% No change 2,952 $220K
Destination Wealth Management 0.01% New 2,939 $219K
Invst, LLC 0.02% Reduce -19.5% 2,938 $219K
Mainsail Asset Management, LLC 0.10% Reduce -4.1% 2,925 $218K
Turn8 Private Wealth Inc. 0.16% Reduce -1.9% 2,921 $217K
Peachtree Investment Partners, LLC 0.08% Reduce -6.1% 2,920 $217K
Mayfair Advisory Group, LLC 0.09% New 2,918 $217K
FSA Advisors, Inc. 0.17% Reduce -60.0% 2,917 $217K
Spinnaker Investment Group, LLC 0.04% New 2,914 $217K
Hershey Financial Advisers, LLC 0.19% Add +0.2% 2,914 $217K
Balance Wealth Partners LLC 0.05% New 2,907 $216K
Chancellor Financial Group WB LP 0.15% No change 2,906 $216K
VestGen Advisors, LLC 0.01% Reduce -18.9% 2,900 $216K
GM Advisory Group, LLC 0.01% Add +2.8% 2,874 $214K
Thrive Wealth Management, LLC 0.03% New 2,873 $214K
Caitlin John, LLC 0.15% New 2,859 $213K
Kaizen Financial Strategies 0.10% New 2,854 $212K
Financial Symmetry Inc 0.09% Add +0.8% 2,844 $211K
Garner Asset Management Corp 0.09% New 2,801 $211K
Prairie Wealth Advisors, Inc. 0.09% New 2,830 $210K
Intergy Private Wealth, LLC 0.07% New 2,824 $210K
CX Institutional 0.01% No change 2,817 $210K
Melone Private Wealth, LLC 0.09% Add +0.9% 2,809 $209K
Strait & Sound Wealth Management LLC 0.08% No change 2,806 $209K
Atlantic Union Bankshares Corp 0.00% Add +23200.0% 2,796 $208K
Peak Financial Management, Inc. 0.05% Reduce -16.1% 2,790 $207K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -1.6% 2,780 $207K
Hillcrest Wealth Advisors - NY, LLC 0.09% New 2,775 $206K
XY Planning Network, Inc. 0.07% No change 2,787 $205K
J Hagan Capital, Inc. 0.12% New 2,749 $204K
HRC Wealth Management, LLC 0.10% New 2,705 $201K
Summit Global Investments 0.01% New 2,707 $201K
SeaBridge Investment Advisors LLC 0.03% Reduce -25.6% 2,697 $201K
Glassman Wealth Services 0.03% Add +5.1% 2,688 $200K
Lowe Brockenbrough & Co. Inc. 0.01% Add +17.1% 2,657 $198K
LFA - Lugano Financial Advisors SA 0.10% No change 2,622 $194K
Tucker Asset Management LLC 0.06% Reduce -37.1% 2,602 $194K
Chilton Capital Management LLC 0.01% Reduce -45.8% 2,568 $191K
Horizon Investments, LLC 0.00% Add +68.8% 2,572 $190K
Fourth Dimension Wealth, LLC 0.07% Add +130.5% 2,549 $190K
Concord Wealth Partners 0.02% Add +0.8% 2,383 $177K
Arlington Trust Co LLC 0.03% Reduce -73.7% 2,380 $177K
Running Point Capital Advisors, LLC 0.05% No change 2,360 $176K
Salem Investment Counselors Inc. 0.01% Add +4.6% 2,349 $175K
Godsey & Gibb, Inc. 0.02% New 2,322 $173K
Citizens National Bank Trust Department 0.03% No change 2,318 $172K
Legacy Wealth Managment, LLC 0.08% Reduce -2.3% 2,315 $172K
Golden State Wealth Management, LLC 0.02% Add +237.4% 2,311 $172K
Murphy & Mullick Capital Management Corp 0.13% Reduce -17.4% 2,275 $169K
Founders Financial Alliance, LLC 0.03% Add +1612.2% 2,243 $167K
Wealth Watch Advisors, INC 0.07% New 2,146 $160K
Pinney & Scofield, Inc. 0.10% Add +11.8% 2,107 $157K
Stone House Investment Management, LLC 0.03% Add +1.6% 2,089 $155K
Tortoise Investment Management, LLC 0.01% Add +2.1% 2,029 $151K
Rossmore Private Capital 0.02% New 2,010 $149K
KERR FINANCIAL PLANNING Corp 0.21% — 1,977 $147K
New Millennium Group LLC 0.07% Add +3.2% 1,914 $142K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -7.6% 1,885 $140K
GPS Wealth Strategies Group, LLC 0.01% Reduce -0.5% 1,872 $139K
JDM Financial Group LLC 0.06% No change 1,855 $138K
Front Row Advisors LLC 0.05% Reduce -7.2% 1,809 $135K
Elgethun Capital Management 0.02% No change 1,688 $125K
Financial Network Wealth Advisors LLC 0.13% No change 1,616 $120K
First Command Advisory Services, Inc. 0.00% Add +7145.4% 1,594 $119K
Red Lighthouse Investment Management, LLC 0.04% No change 1,564 $116K
Qube Research & Technologies Ltd 0.00% New 1,527 $114K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,505 $112K
Ameliora Wealth Management Ltd. 0.04% No change 1,443 $107K
Hantz Financial Services, Inc. 0.00% Add +150.4% 1,420 $106K
Park Place Capital Corp 0.02% Add +0.6% 1,417 $105K
Icon Wealth Advisors, LLC 0.01% Reduce -30.2% 1,403 $104K
Darwin Wealth Management, LLC 0.03% Add +51.6% 1,401 $104K
Valley Wealth Managers, Inc. 0.01% Reduce -8.2% 1,382 $103K
Aventura Private Wealth, LLC 0.04% Add +1.0% 1,370 $102K
Tsfg, LLC 0.02% Add +14.3% 1,337 $99K
Acima Private Wealth, LLC 0.03% No change 1,307 $97K
Glen Eagle Advisors, LLC 0.01% Add +102.7% 1,295 $96K
Crowley Wealth Management, Inc. 0.07% No change 1,244 $93K
Sunbelt Securities, Inc. 0.01% Add +112.7% 1,238 $92K
American National Bank & Trust 0.01% No change 1,234 $92K
Investors Research Corp 0.02% No change 1,209 $90K
Harbor Investment Advisory, LLC 0.01% No change 1,171 $87K
Perkins Coie Trust Co 0.02% No change 1,155 $86K
Integrity Financial Corp 0.04% Add +13.8% 1,129 $84K
Whittier Trust Co. 0.00% No change 1,088 $81K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 989 $74K
Tidemark, LLC 0.02% No change 994 $74K
Financial Freedom, LLC 0.04% Add +0.9% 961 $71K
Howe & Rusling Inc. 0.00% Add +250.9% 958 $71K
Security National Bank 0.01% Add +93.4% 942 $70K
Brown Brothers Harriman & Co. 0.00% Add +0.5% 928 $69K
Coastline Trust Co 0.01% No change 916 $68K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -2.7% 868 $64K
Fortis Group Advisors, LLC 0.01% No change 845 $63K
Trust Co. of Toledo NA 0.01% No change 769 $57K
Reyes Financial Architecture, Inc. 0.04% Reduce -73.1% 738 $55K
Clayton Financial Group LLC 0.04% New 731 $54K
Dagco, Inc. 0.01% Add +1.0% 711 $53K
Crews Bank & Trust 0.01% No change 711 $53K
Graney & King, LLC 0.04% No change 709 $53K
Luminist Capital LLC 0.05% New 705 $52K
Biltmore Family Office, LLC 0.01% No change 690 $51K
TCTC Holdings, LLC 0.00% New 688 $51K
Evolution Wealth Management Inc. 0.05% No change 677 $50K
First Community Trust NA 0.04% New 669 $50K
Hurley Capital, LLC 0.03% No change 659 $49K
Rise Advisors, LLC 0.02% Reduce -32.1% 657 $49K
Optimum Investment Advisors 0.02% No change 647 $48K
Activest Wealth Management 0.01% Add +0.5% 646 $48K
Ameriflex Group, Inc. 0.02% Reduce -43.5% 642 $48K
YANKCOM Partnership 0.02% No change 632 $47K
Center for Financial Planning, Inc. 0.01% Reduce -0.9% 631 $47K
Highline Wealth Partners LLC 0.01% Add +31250.0% 627 $47K
Westfuller Advisors, LLC 0.02% New 625 $46K
Peoples Financial Services Corp. 0.02% No change 619 $46K
Proathlete Wealth Management LLC 0.01% Add +10.8% 613 $46K
Future Financial Wealth Managment LLC 0.03% No change 613 $46K
Rakuten Securities, Inc. 0.02% Reduce -35.4% 577 $43K
GHP Investment Advisors, Inc. 0.00% No change 575 $43K
Hoese & Co LLP 0.03% No change 540 $40K
Turim 21 Investimentos Ltda. 0.01% Add +9.3% 529 $39K
Chesapeake Asset Management LLC 0.03% No change 509 $38K
Mb, Levis & Associates, LLC 0.02% Add +1.0% 491 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
Plante Moran Financial Advisors, LLC 0.00% Reduce -72.5% 466 $35K
Financial Gravity Asset Management, Inc. 0.01% — 454 $34K
Orion Capital Management LLC 0.01% New 428 $32K
Kelleher Financial Advisors 0.01% New 425 $32K
Physician Wealth Advisors, Inc. 0.00% No change 406 $30K
Tower View Wealth Management LLC 0.01% Add +0.8% 361 $27K
MPWM Advisory Solutions, LLC 0.02% Reduce -26.0% 350 $26K
Cheviot Value Management, LLC 0.00% No change 343 $26K
Bank & Trust Co 0.02% No change 323 $24K
Bangor Savings Bank 0.00% No change 320 $24K
Delos Wealth Advisors, LLC 0.02% No change 300 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -12.0% 300 $22K
Princeton Global Asset Management LLC 0.00% New 295 $22K
CoreFirst Bank & Trust 0.01% No change 288 $21K
Abich Financial Wealth Management LLC 0.01% — 279 $21K
TruNorth Capital Management, LLC 0.00% Add +1.1% 276 $21K
REAP Financial Group, LLC 0.00% New 266 $20K
Main Street Group, LTD 0.01% Reduce -35.6% 257 $19K
Pflug Koory, LLC 0.01% Add +1.2% 257 $19K
Bollard Group LLC 0.00% New 252 $19K
Davis Capital Management 0.01% — 255 $19K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
Sofi Wealth, LLC 0.00% Reduce -46.0% 223 $17K
Operose Advisors LLC 0.00% New 208 $15K
United Community Bank 0.00% No change 207 $15K
Lummis Asset Management, LP 0.01% Add +21.9% 206 $15K
Cypress Capital Management LLC (WY) 0.01% No change 200 $15K
Financial Consulate, Inc. 0.00% New 200 $15K
Quent Capital, LLC 0.00% New 199 $15K
Trifecta Capital Advisors, LLC 0.00% Reduce -49.9% 191 $14K
Millstone Evans Group, LLC 0.01% No change 184 $14K
Bellevue Asset Management, LLC 0.01% Reduce -27.3% 181 $13K
MTM Investment Management, LLC 0.00% No change 175 $13K
Capital Advisors, Ltd. LLC 0.00% No change 180 $13K
Smallwood Wealth Investment Management, LLC 0.01% No change 155 $12K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -68.5% 149 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +2.1% 145 $11K
Arvest Investments, Inc. 0.00% Add +24.1% 139 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.7% 133 $10K
Financial Life Planners 0.01% New 132 $10K
IAG Wealth Partners, LLC 0.00% No change 123 $9K
Comprehensive Financial Planning, Inc. 0.01% New 113 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +0.9% 108 $8K
HighMark Wealth Management LLC 0.00% New 103 $8K
Edmond DE Rothschild Holding S.A. 0.00% No change 99 $7K
Eukles Asset Management 0.00% No change 85 $6K
Lowe Wealth Advisors, LLC 0.00% New 78 $6K
Conquis Financial LLC 0.01% Reduce -99.7% 76 $6K
First Financial Corp. 0.00% Reduce -33.6% 73 $5K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Quaker Wealth Management, LLC 0.00% No change 64 $5K
Painted Porch Advisors LLC 0.00% Reduce -86.9% 64 $5K
Richardson Capital Management LLC 0.00% No change 62 $5K
Bernard Wealth Management Corp. 0.00% No change 59 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Mountain Hill Investment Partners Corp. 0.00% No change 54 $4K
North Ridge Wealth Advisors, Inc. 0.00% New 54 $4K
Byrne Asset Management LLC 0.00% No change 50 $4K
Rosenberg Matthew Hamilton 0.00% No change 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
FAS Wealth Partners, Inc. 0.00% Reduce -98.5% 39 $3K
NFSG Corp 0.00% No change 32 $2K
Hoey Investments, Inc. 0.00% Add +30.0% 26 $2K
GAMMA Investing LLC 0.00% New 24 $2K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% No change 18 $1K
Affinity Wealth LLC 0.00% Reduce -81.7% 15 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Russell Investments Group, Ltd. 0.00% Add +33.3% 12 $863
Morton Brown Family Wealth, LLC 0.00% No change 9 $669
Compass Financial Services Inc 0.00% No change 8 $603
Guerra Advisors Inc 0.00% New 7 $521
Peterson Wealth Services 0.00% Add +21916.7% 1,321 $446
Team Financial Group, LLC 0.00% No change 6 $437
Halbert Hargrove Global Advisors, LLC 0.00% No change 3 $224
Financial Connections Group, Inc. 0.00% Add +9.1% 12 $0
Transce3nd, LLC 0.00% Reduce -56.9% 252 $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.