Vanguard Total Bond MarketBNDETF
13F holders, Q3 2025 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $378.6M |
| Exits | 84 | $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.