Vanguard Total Bond MarketBNDETF

13F holders, Q4 2025 (December 31)
1,797holders +143
110new positions
92sold out
5famous investors
$72.81avg. 13F price*

At the end of Q4 2025, 1,797 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 143 from Q3 2025. 110 opened new positions and 92 sold out. The largest holders were JPMorgan Chase & Co. ($10.3B), Northwestern Mutual Wealth Management Co. ($9.7B) and Morgan Stanley ($9.3B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions110$143.9M
Exits92$261.6M

All 13F filers, Q3 2025 → Q4 2025: 68,015,844 shares bought and 23,259,234 shares sold, net +44,756,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,797 holders

JPMorgan Chase & Co. 0.70% Add +6.3% 139,629,587 $10.3B
Northwestern Mutual Wealth Management Co. 6.13% Add +3.4% 130,902,798 $9.7B
Morgan Stanley 0.55% Add +15.0% 124,929,480 $9.3B
Creative Planning 6.25% Reduce -5.7% 117,781,202 $8.7B
Vanguard Group Inc. 0.08% Add +9.7% 78,903,250 $5.8B
Wells Fargo & Company 0.36% Reduce -5.6% 24,643,584 $1.8B
Bank of America Corp. 0.13% Add +4.5% 23,952,426 $1.8B
Envestnet Asset Management Inc. 0.47% Reduce -0.6% 21,470,033 $1.6B
Allworth Financial LP 6.47% Add +3.1% 21,272,987 $1.6B
LPL Financial LLC 0.38% Add +5.5% 18,586,676 $1.4B
Sei Investments Co. 1.31% Add +5.8% 17,855,111 $1.3B
Goldman Sachs Group Inc. 0.15% Add +0.1% 14,258,624 $1.1B
Manufacturers Life Insurance Company, The 0.79% Reduce -5.2% 12,887,730 $954.6M
Arizona PSPRS Trust 26.74% Add +0.7% 9,807,009 $726.4M
Mastercard Foundation Asset Management Corp. 1.60% No change 8,862,905 $656.5M
BlackRock, Inc. 0.01% Add +4.6% 8,571,066 $634.9M
Savant Capital, LLC 3.39% Add +17.1% 8,054,977 $596.6M
CBIZ Investment Advisory Services, LLC 22.43% Add +5.2% 8,006,493 $593.0M
Pure Financial Advisors, LLC 8.83% Add +9.3% 7,953,607 $589.1M
Raymond James Financial Inc. 0.18% Add +12.6% 7,735,108 $572.9M
Cetera Investment Advisers 0.62% Add +3.8% 7,691,585 $569.7M
Facet Wealth, Inc. 8.72% Add +15.8% 6,636,749 $492.8M
UBS Group AG 0.09% Add +2.4% 6,215,916 $460.4M
Ameriprise Financial Inc. 0.10% Add +8.7% 5,959,797 $441.2M
Royal Bank of Canada 0.07% Add +4.9% 5,450,973 $403.8M
State Street Corp. 0.01% Add +18.1% 5,193,064 $384.7M
Bank of New York Mellon Corp 0.07% Add +0.6% 5,171,121 $383.0M
Assetmark, Inc. 0.70% Add +2.5% 4,636,873 $343.5M
Corient Private Wealth LP 0.42% Add +49.5% 4,182,255 $309.8M
HighTower Advisors, LLC 0.33% Add +2.0% 4,071,280 $301.6M
M&T Bank Corp 0.91% Add +0.7% 3,837,282 $284.2M
PNC Financial Services Group, Inc. 0.15% Add +3.5% 3,737,360 $276.8M
Franklin Resources Inc. 0.07% Add +2.2% 3,631,542 $269.0M
Jones Financial Companies LLLP 0.16% Add +6.0% 3,580,407 $265.2M
Composition Wealth, LLC 3.22% Reduce -10.4% 3,032,282 $224.6M
Retirement Systems of Alabama 0.72% Reduce -0.5% 3,001,761 $222.3M
MML Investors Services, LLC 0.50% Add +10.6% 2,784,632 $206.3M
Truist Financial Corp. 0.28% Add +1.9% 2,783,045 $206.1M
First Financial Bankshares Inc 3.94% Add +1.6% 2,645,255 $195.9M
Alesco Advisors, LLC, An ESL Co 4.87% Add +12.3% 2,544,118 $188.4M
Stairway Partners, LLC 9.59% Add +16.2% 2,499,911 $185.2M
Cambridge Investment Research Advisors, Inc. 0.49% Add +4.0% 2,484,285 $184.0M
RiverFront Investment Group, LLC 2.90% Reduce -0.3% 2,376,713 $176.0M
Tiaa Trust, National Association 0.41% Reduce -7.5% 2,318,306 $171.7M
Foster Group, Inc. 5.18% Add +4.4% 2,312,615 $171.3M
Choreo, LLC 2.04% Add +17.1% 2,158,395 $160.3M
Osaic Holdings, Inc. 0.23% Reduce -0.8% 2,153,369 $159.5M
Oakworth Capital, Inc. 8.40% Add +8.6% 2,077,828 $153.9M
Voya Financial Advisors, Inc. 14.42% Add +4.4% 2,020,700 $150.1M
McMorgan & Co. LLC 24.13% Add +2.1% 1,966,377 $145.6M
Ritholtz Wealth Management 2.58% Add +10.0% 1,905,207 $141.1M
Global Endowment Management, LP 17.38% Reduce -3.0% 1,879,532 $139.2M
Alaska Permanent Capital Management, LLC 10.54% Add +0.9% 1,877,846 $139.1M
Vestmark Advisory Solutions, Inc. 1.79% Add +9.1% 1,787,067 $132.4M
Patriot Investment Management Group, Inc. 8.36% Add +4.5% 1,781,109 $131.9M
Capstone Financial Advisors, Inc. 6.97% Add +2.3% 1,765,970 $130.8M
Wealthfront Advisers LLC 0.29% Add +5.1% 1,753,658 $129.9M
Beacon Pointe Advisors, LLC 0.90% Add +27.9% 1,727,380 $127.9M
Verus Financial Partners, Inc. 11.71% Add +4.3% 1,711,886 $127.3M
Betterment LLC 0.24% Reduce -6.5% 1,718,105 $127.3M
Commonwealth Equity Services, LLC 0.17% Add +1.2% 1,688,926 $125.1M
Mariner, LLC 0.15% Add +5.3% 1,684,074 $124.7M
Chandler Asset Management, Inc. 19.72% Reduce -0.3% 1,682,087 $124.6M
Apella Capital, LLC 2.42% Add +2.9% 1,653,788 $122.5M
Bogart Wealth, LLC 4.80% Add +3.7% 1,612,951 $119.5M
Diana Davis Spencer Foundation 40.20% No change 1,608,100 $119.1M
Stratos Wealth Partners, LTD. 1.32% Add +3.5% 1,566,678 $116.0M
Orgel Wealth Management, LLC 2.56% Add +4.9% 1,565,416 $116.0M
GenTrust, LLC 5.01% Add +11.4% 1,562,158 $115.7M
Envestnet Portfolio Solutions, Inc. 0.39% Add +5.7% 1,515,588 $112.3M
Efficient Advisors, LLC 6.54% Add +0.3% 1,511,694 $112.0M
Ocean Park Asset Management, LLC 5.24% Reduce -20.2% 1,506,900 $111.6M
Wealth Enhancement Advisory Services, LLC 0.14% Add +1.4% 1,441,348 $106.9M
AMG National Trust Bank 2.50% Add +0.5% 1,433,840 $106.2M
Trajan Wealth LLC 4.39% Add +17.9% 1,422,462 $105.4M
CoreCap Advisors, LLC 3.63% Add +5.6% 1,404,556 $104.0M
Lutz Financial Services LLC 6.87% Add +7.8% 1,362,944 $101.0M
Prime Capital Investment Advisors, LLC 1.19% Add +3.0% 1,324,196 $98.1M
Bryn Mawr Trust Advisors, LLC 4.63% Add +3.3% 1,299,013 $96.2M
Pathstone Holdings, LLC 0.37% Reduce -0.7% 1,296,825 $96.1M
Kestra Advisory Services, LLC 0.39% Add +3.5% 1,282,232 $95.0M
Baker Avenue Asset Management, LP 2.19% Add +6.0% 1,281,726 $94.9M
Alps Advisors Inc. 0.55% Add +5.1% 1,277,079 $94.6M
Prudential Financial Inc. 0.11% Reduce -9.5% 1,261,987 $93.5M
Armstrong Advisory Group, Inc. 6.31% Add +3.8% 1,259,561 $93.3M
Bricktown Capital, LLC 14.55% Reduce -27.1% 1,167,075 $86.4M
Mercer Global Advisors Inc. 0.13% Add +5.4% 1,166,330 $86.4M
Integrated Wealth Concepts LLC 1.02% Add +2.4% 1,154,063 $85.5M
Alaska Wealth Advisors, LLC 10.69% Add +3.9% 1,132,993 $83.9M
Financial Advisors Network, Inc. 11.20% Add +2.4% 1,103,579 $81.7M
NewEdge Advisors, LLC 0.29% Add +6.5% 1,088,068 $80.6M
B & T Capital Management DBA Alpha Capital Management 11.35% Add +6176.7% 1,087,255 $80.5M
AllGen Financial Advisors, Inc. 19.08% Add +6.6% 1,085,910 $80.4M
Focus Partners Wealth 0.09% Add +6.5% 1,050,629 $77.8M
Acropolis Investment Management, LLC 3.47% Reduce -53.4% 1,039,888 $77.0M
Financial Engines Advisors L.L.C. 0.15% Add +0.3% 1,036,106 $76.7M
Apriem Advisors 7.03% Add +1.9% 1,033,471 $76.5M
Pacific Capital Wealth Advisors, Inc. 13.10% Add +1.9% 1,031,913 $76.4M
Comerica Bank 0.30% Add +5.6% 1,026,577 $76.0M
Merit Financial Group, LLC 0.60% Reduce -2.0% 1,015,856 $75.2M
US Bancorp \de 0.09% Add +69.7% 1,012,001 $75.0M
Elm Partners Management LLC 3.33% Add +73.9% 991,972 $73.5M
Partners in Financial Planning 12.34% Add +1.9% 984,315 $72.9M
Cerity Partners LLC 0.11% Add +16.4% 976,109 $72.3M
Rational Advisors, Inc. 7.83% Reduce -4.9% 970,602 $71.9M
Trust Co 6.57% Add +1.7% 945,014 $70.0M
Farther Finance Advisors, LLC 0.74% Add +23.6% 932,412 $69.1M
Boston Standard Wealth Management, LLC 11.26% Add +3.7% 920,885 $68.2M
Soltis Investment Advisors LLC 4.41% Add +18.7% 904,116 $67.0M
Joule Financial, LLC 19.95% Add +2.1% 898,873 $66.6M
Brio Consultants, LLC 8.58% Add +7.8% 891,816 $66.1M
Victory Capital Management Inc. 0.04% Add +40.5% 886,213 $65.6M
Cornerstone Investment Partners, LLC 2.54% Reduce -1.0% 883,725 $65.5M
NEOS Investment Management LLC 0.38% Add +24.2% 882,131 $65.3M
BTC Capital Management, Inc. 4.48% Add +6.1% 871,735 $64.2M
Rockbridge Investment Management, LCC 5.65% Add +0.2% 819,723 $60.7M
Farmers & Merchants Investments Inc. 1.61% Add +3.0% 787,867 $58.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.45% Add +33.5% 779,726 $57.8M
Gilbert & Cook, Inc. 7.25% Add +0.1% 779,104 $57.7M
Alliancebernstein L.P. 0.02% Add +4.4% 774,796 $57.4M
Eagle Rock Investment Company, LLC 8.06% Add +0.3% 771,262 $57.1M
Compound Planning, Inc. 1.67% Add +15.4% 764,845 $56.7M
Newton One Investments LLC 16.60% Add +0.4% 759,888 $56.3M
Stifel Financial Corp. 0.05% Add +15.6% 758,499 $56.2M
EP Wealth Advisors, LLC 0.29% — 758,193 $56.2M
Bluestem Financial Advisors, LLC 21.32% Add +0.9% 745,166 $55.2M
Twele Capital Management, Inc. 9.76% Add +5.8% 737,256 $54.6M
Essential Planning, LLC. 17.39% Reduce -3.5% 736,279 $54.5M
Symmetry Partners, LLC 3.23% Add +12.4% 736,205 $54.5M
Cambridge Advisors Inc. 10.30% Add +5.2% 730,593 $54.1M
Wealthspire Advisors, LLC 0.43% Reduce -46.2% 727,515 $53.9M
Lockheed Martin Investment Management Co. 1.78% No change 720,000 $53.3M
Trilogy Capital Inc. 2.38% Add +6.0% 717,453 $53.1M
Cambridge Associates LLC /Ma/ 0.87% Add +13.9% 716,492 $53.1M
West Financial Advisors, LLC 8.91% Reduce -11.7% 712,921 $52.8M
TSG Advice Partners, LLC 8.01% — 708,793 $52.5M
Zhang Financial LLC 1.91% Add +9.5% 691,645 $51.2M
SimpliFi, Inc. 21.30% New 679,847 $50.4M
Arkos Global Advisors 6.44% Add +10.3% 678,723 $50.3M
Equitable Holdings, Inc. 0.34% Add +1.9% 678,524 $50.3M
Amicus Financial Advisors, LLC 13.93% — 674,499 $50.0M
Riversedge Advisors, LLC 8.07% Add +11.1% 669,857 $49.6M
Karpus Management, Inc. 1.51% Add +32.5% 665,035 $49.3M
Rainey & Randall Wealth Advisors Inc. 8.03% Add +1.1% 664,305 $49.2M
Howard Capital Management, LLC 0.63% No change 661,100 $49.0M
GuidedMoney, LLC 26.10% — 659,718 $48.9M
Raffa Wealth Management, LLC 7.18% Reduce -34.5% 630,152 $46.7M
Crewe Advisors LLC 3.97% Add +4.9% 604,549 $44.8M
Silver Oak Advisory Group, Inc. 19.88% Add +1.4% 593,754 $44.0M
Horizon Bancorp Inc. 21.39% Reduce -1.7% 593,361 $44.0M
Gridiron Partners, LLC 24.98% Add +2357.4% 592,019 $43.9M
Tectonic Advisors LLC 2.30% Add +0.3% 589,590 $43.7M
Evolve Private Wealth, LLC 2.54% — 577,473 $42.8M
OneDigital Investment Advisors LLC 0.42% Add +6.8% 577,158 $42.8M
&partners 0.22% Add +8.9% 558,741 $41.8M
RFG Advisory, LLC 0.78% Reduce -7.8% 560,038 $41.5M
Steele Capital Management, Inc. 1.78% Add +1.5% 559,145 $41.4M
Journey Advisory Group, LLC 3.43% Add +5.1% 550,053 $40.7M
Storen Legacy Partners, LLC 12.77% — 549,681 $40.7M
Burrus Financial Services, Inc. 22.87% Reduce -54.4% 464,371 $40.2M
Jordan Park Group LLC 2.28% Add +36.3% 530,977 $39.3M
Harbour Investments, Inc. 0.80% Add +11.8% 530,483 $39.3M
Aspiriant, LLC 1.12% Reduce -3.4% 526,032 $39.0M
TD Capital Management LLC 3.44% Add +3.6% 523,900 $38.8M
ALM First Financial Advisors, LLC 7.59% No change 517,396 $38.3M
Astoria Strategic Wealth, Inc. 9.63% Add +1.4% 516,682 $38.3M
Stordahl Capital Management, Inc. 7.85% Add +2.6% 514,675 $38.1M
Financial Management Professionals, Inc. 3.92% Add +6.3% 513,784 $38.1M
Manning & Napier Advisors LLC 0.49% Add +19.5% 509,225 $37.8M
Eaton-Cambridge Inc. 12.34% Add +9.3% 507,753 $37.6M
Charles Schwab Trust Co 2.44% Add +4.7% 502,274 $37.2M
Citigroup Inc. 0.03% Reduce -56.2% 496,270 $36.8M
Sherwood Financial Partners, LLC 31.41% Add +2.5% 491,967 $36.4M
Avior Wealth Management, LLC 1.13% Add +4.0% 489,125 $36.2M
Index Fund Advisors, Inc. 1.68% Add +1.9% 482,819 $35.8M
Roble, Belko & Company, Inc 4.64% Add +0.9% 478,294 $35.4M
N.E.W. Advisory Services LLC 2.60% Add +5.8% 475,245 $35.2M
Cahill Financial Advisors Inc. 3.70% Add +44.7% 601,222 $33.8M
SCS Capital Management LLC 0.36% Reduce -14.7% 454,125 $33.6M
RIA Advisory Group LLC 8.12% Add +9.9% 453,185 $33.6M
Strategic Advisory Partners, LLC 27.44% — 446,556 $33.1M
Bluespring Wealth Management, LLC 2.83% Add +2.9% 443,051 $32.8M
Private Advisor Group, LLC 0.15% Reduce -0.4% 440,085 $32.6M
Carr Financial Group Corp 8.57% Add +4.3% 434,354 $32.2M
Bare Financial Services, Inc 8.90% Add +12.4% 431,766 $32.0M
Tenon Financial LLC 13.43% Add +35.1% 430,069 $31.9M
Great Waters Wealth Management 3.50% Reduce -9.7% 429,826 $31.8M
Level Wealth Management LLC 15.97% Add +2.9% 421,702 $31.2M
Sound Stewardship, LLC 14.84% Add +4.8% 418,064 $31.0M
Kwmg, LLC 2.63% Add +3.1% 412,680 $30.6M
NewSquare Capital LLC 2.69% Reduce -8.9% 411,808 $30.5M
Transamerica Financial Advisors, LLC 2.52% Reduce -9.7% 407,611 $30.2M
Stephens Consulting, LLC 9.74% Add +1.7% 407,094 $30.2M
Global Wealth Strategies & Associates 7.46% Add +4.5% 404,199 $29.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.69% No change 400,700 $29.7M
Gibson Wealth Advisors LLC 20.33% Add +5.7% 400,460 $29.7M
Dynamic Advisor Solutions LLC 0.95% Reduce -20.3% 399,666 $29.6M
Principal Securities, Inc. 0.46% Add +1.6% 398,501 $29.5M
BIP Wealth, LLC 1.03% Add +19.4% 393,709 $29.2M
Pinnacle Associates Ltd. 0.37% Add +11.1% 389,927 $28.9M
Prestige Wealth Management Group LLC 5.49% Add +2.2% 388,581 $28.8M
BHK Investment Advisors, LLC 9.42% Add +14.0% 387,158 $28.7M
Rockefeller Capital Management L.P. 0.05% Add +57.6% 385,281 $28.5M
MA Private Wealth 4.74% Reduce -14.8% 383,342 $28.4M
Summit Wealth Group, LLC 6.57% Add +4.0% 379,709 $28.1M
Visionary Wealth Advisors 1.26% Add +3.7% 377,810 $28.0M
Tompkins Financial Corp. 2.18% Add +22.6% 377,799 $28.0M
Captrust Financial Advisors 0.05% Reduce -7.8% 377,716 $28.0M
Gotham Asset Management 0.10% Add +4.8% 377,226 $27.9M
G2 Capital Management, LLC / Oh 6.72% Add +0.8% 376,184 $27.9M
New Jersey Better Educational Savings Trust 47.08% No change 373,365 $27.7M
White Lighthouse Investment Management Inc. 3.84% Add +17.2% 371,289 $27.5M
Legacy Private Trust Co. 1.60% Reduce -1.6% 365,993 $27.1M
Baron Silver Stevens Financial Advisors, LLC 3.90% Add +6.0% 365,175 $27.0M
Werba Rubin Papier Wealth Management 7.24% Add +43.8% 360,595 $26.7M
Allspring Global Investments Holdings, LLC 0.04% Reduce -1.1% 360,439 $26.7M
Beacon Harbor Wealth Advisors, Inc. 5.90% Add +6.6% 359,616 $26.6M
Sightline Wealth Advisors, LLC 11.32% Add +10.4% 358,522 $26.6M
Fifth Third Securities, Inc. 1.73% Add +7.4% 357,882 $26.5M
Verus Advisory, Inc. 17.17% — 354,323 $26.3M
WBH Advisory Inc. 1.94% Add +4.5% 353,925 $26.2M
Prudent Man Advisors, LLC 9.56% Reduce -0.8% 353,591 $26.2M
Hills Bank & Trust Co 1.52% Reduce -1.0% 352,268 $26.1M
Fonville Wealth Management LLC 5.22% Add +7.2% 344,632 $25.5M
Brown Advisory Inc. 0.04% Add +181.2% 342,877 $25.4M
Wesbanco Bank Inc. 0.70% Add +1.1% 342,499 $25.4M
KRM Wealth Management L.L.C. 13.91% — 342,452 $25.4M
Waverly Advisors, LLC 0.20% Add +9.7% 340,430 $25.2M
Barclays PLC 0.01% Add +35.3% 334,897 $24.8M
Addison Capital Co 6.19% Add +42.1% 334,702 $24.8M
Ameraudi Asset Management, Inc. 13.60% Add +37.7% 334,158 $24.8M
AdvisorNet Financial, Inc 1.32% Add +8.1% 333,884 $24.7M
Vermillion Wealth Management, Inc. 10.09% Add +4.8% 332,428 $24.6M
Natixis Advisors, LLC 0.03% Reduce -3.9% 323,479 $24.0M
Smithfield Trust Co 1.05% Reduce -4.6% 321,815 $23.8M
D.A. Davidson & Co. 0.15% Reduce -36.4% 320,092 $23.7M
Mallini Complete Financial Planning LLC 20.92% Reduce -0.8% 318,197 $23.6M
Main Management LLC 1.69% Reduce -1.4% 317,481 $23.5M
Bank of Montreal 0.01% Add +9.5% 317,065 $23.5M
Luminvest Wealth Management LLC 6.49% Add +19.5% 315,871 $23.4M
Regent Peak Wealth Advisors LLC 4.57% Reduce -1.5% 313,169 $23.2M
Wealth Analytics Partners, LLC 9.08% — 312,655 $23.2M
Five Pine Wealth Management 14.75% Add +5.0% 310,491 $23.0M
FMR LLC 0.00% Add +2.3% 309,033 $22.9M
Coppell Advisory Solutions LLC 2.20% Add +13.1% 300,671 $22.3M
Ameritas Investment Partners, Inc. 0.67% Reduce -0.3% 299,215 $22.2M
Foster & Motley Inc. 1.17% Add +25.3% 296,362 $22.0M
Golden Bell Financial Planning LLC 18.23% Add +0.3% 295,605 $21.9M
Capital Asset Advisory Services LLC 0.88% Reduce -0.3% 293,564 $21.8M
BlueStem Wealth Partners, LLC 2.38% Add +11.4% 291,064 $21.6M
Ellevest, Inc. 2.97% Add +9.9% 289,840 $21.5M
National Bank of Canada 0.02% Add +16.5% 288,273 $21.3M
Hobart Private Capital, LLC 4.16% Reduce -0.6% 288,050 $21.3M
Axxcess Wealth Management, LLC 0.38% Add +2.0% 287,153 $21.3M
Litman Gregory Wealth Management LLC 1.55% Add +16.9% 285,989 $21.2M
Leonard Rickey Investment Advisors P.L.L.C. 3.78% Add +1.1% 281,885 $20.9M
Atmos Advisory, LLC 12.09% Add +0.2% 281,723 $20.9M
Benjamin Edwards Inc. 0.23% Add +24.0% 280,899 $20.8M
Greenbush Financial Group, LLC 7.07% Add +10.2% 280,724 $20.8M
Bank of Hawaii 1.02% Add +15.6% 279,579 $20.7M
Janney Montgomery Scott LLC 0.05% Reduce -7.7% 279,252 $20.7M
Atria Investments, Inc 0.23% Add +11.2% 278,936 $20.7M
Sanctuary Advisors, LLC 0.11% Add +0.3% 276,648 $20.5M
Leavell Investment Management, Inc. 0.85% Add +6.5% 276,298 $20.5M
Steward Partners Investment Advisory, LLC 0.11% Add +3.5% 274,671 $20.3M
Veery Capital, LLC 6.22% Add +1.9% 273,635 $20.3M
Cherry Tree Wealth Management, LLC 4.26% Add +1.1% 272,186 $20.2M
Meridian Wealth Management, LLC 0.71% Reduce -44.0% 272,061 $20.2M
Acorn Wealth Advisors, LLC 5.88% Add +8.5% 266,405 $19.7M
Greenspring Advisors, LLC 1.19% Add +236.3% 261,126 $19.3M
Nicolet Advisory Services, LLC 1.30% Add +2.7% 260,374 $19.3M
JFS Wealth Advisors, LLC 1.09% Add +0.0% 260,434 $19.3M
Yeomans Consulting Group, Inc. 5.64% New 259,795 $19.2M
Rwa Wealth Partners, LLC 0.21% Add +28.4% 258,238 $19.1M
United Capital Financial Advisors, LLC 0.11% Add +2129.6% 253,956 $18.8M
McNaughton Wealth Management, LLC 7.64% Add +0.7% 250,411 $18.5M
Financial Architects, LLC 9.96% Add +6.4% 250,044 $18.5M
Sagespring Wealth Partners, LLC 0.34% Add +0.0% 17,484,728 $18.5M
Courage Miller Partners, LLC 5.56% Reduce -0.8% 249,376 $18.5M
Rogco, LP 6.10% Add +3.6% 248,609 $18.4M
Altura Wealth Advisors Inc. 7.89% Add +5.5% 247,424 $18.3M
Vannoy Advisory Group, Inc. 11.56% Add +3.8% 246,324 $18.2M
Galvin, Gaustad & Stein, LLC 1.44% Add +0.8% 245,539 $18.2M
Cadence Bank 1.06% Add +11.8% 245,309 $18.2M
Bear Mountain Capital, Inc. 5.86% Add +1.0% 244,100 $18.1M
IMA Advisory Services, Inc. 1.73% Add +11.1% 242,790 $18.0M
PFG Advisors 0.87% Add +1.9% 241,743 $17.9M
Modera Wealth Management, LLC 0.20% Add +12.2% 237,546 $17.6M
Tide Cove Capital Partners LLC 12.09% Add +19.4% 236,125 $17.5M
FDx Advisors, Inc. 8.83% Add +2.0% 233,682 $17.3M
Bfsg, LLC 1.68% Add +3.7% 232,434 $17.2M
Prospera Capital Management, LLC 8.59% Add +11.4% 229,881 $17.0M
Pinnacle Wealth Management Advisory Group, LLC 1.17% Add +11.5% 228,636 $16.9M
Roundview Capital LLC 1.04% Add +9.2% 228,546 $16.9M
Drucker Wealth 3.0, LLC 2.93% Reduce -7.3% 225,010 $16.7M
SBI Securities Co., Ltd. 0.42% Add +1.3% 222,680 $16.5M
Tiff Advisory Services, LLC 2.83% New 221,743 $16.4M
PDS Planning, Inc 1.09% Add +0.4% 220,923 $16.4M
Asset Management One Co., Ltd. 0.05% Add +3.4% 220,160 $16.4M
Advyzon Investment Management, LLC 1.89% Add +4.1% 220,337 $16.3M
SlateStone Wealth, LLC 1.37% Add +5.0% 220,336 $16.3M
Nwam LLC 0.91% Add +0.9% 218,880 $16.2M
Aspire Capital Advisors LLC 3.80% Add +1.9% 218,493 $16.2M
Whelan Financial 5.05% Add +2.8% 218,253 $16.2M
FOCUS Wealth Advisors, LLC 7.51% Reduce -0.5% 217,991 $16.1M
FIL Ltd 0.01% Add +0.9% 217,316 $16.1M
Rebalance, LLC 0.93% Add +2.9% 213,877 $15.8M
Parr McKnight Wealth Management Group, LLC 2.07% Reduce -19.4% 213,482 $15.8M
CMG Global Holdings, LLC 7.02% Add +13.8% 213,905 $15.8M
Mosaic Family Wealth Partners, LLC 1.72% Reduce -7.0% 211,340 $15.7M
Dynamic Wealth Strategies, LLC 9.23% Add +31.1% 209,268 $15.5M
Mather Group, Llc. 0.16% Reduce -1.4% 209,061 $15.5M
Phillips Financial Management, LLC 0.99% Reduce -1.8% 208,298 $15.4M
UMB Bank, n.a. 0.20% Add +464.7% 206,996 $15.3M
TLT Family Holdco ULC 1.65% Reduce -60.9% 203,100 $15.0M
Attessa Capital LLC 8.21% Add +7.3% 202,721 $15.0M
Capital Investment Advisors, LLC 0.23% Add +2073.4% 202,428 $15.0M
National Philanthropic Trust 0.15% Add +105.6% 201,759 $14.9M
Mgo One Seven LLC 0.30% Add +6.6% 201,710 $14.9M
Arbor Investment Advisors, LLC 1.96% Reduce -3.3% 200,979 $14.9M
Estate Counselors, LLC 1.24% Add +2.8% 200,440 $14.8M
Pearl Planning LLC 8.99% — 198,406 $14.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -1.8% 197,164 $14.6M
Tribridge Partners Financial LLC 6.09% Add +12.8% 196,073 $14.5M
Alley Investment Management Company, LLC 1.70% Add +0.0% 195,654 $14.5M
Wrenne Financial Planning LLC 5.89% Add +2.7% 195,481 $14.5M
Pinnacle Financial Partners, Inc. 0.11% — 195,107 $14.5M
United Services Automobile Association 0.91% Add +5.7% 193,850 $14.4M
Baird Financial Group, Inc. 0.02% Add +11.0% 193,401 $14.3M
Snowden Capital Advisors LLC 0.37% Add +3.1% 193,214 $14.3M
First Commonwealth Financial Corp 2.36% Reduce -8.6% 192,852 $14.3M
Continuum Advisory, LLC 1.42% Add +4.1% 191,469 $14.2M
LVW Advisors, LLC 1.44% Add +2.7% 191,280 $14.2M
Smartleaf Asset Management LLC 0.54% Add +163.9% 190,084 $14.1M
Tanager Wealth Management LLP 1.39% Reduce -1.6% 187,605 $13.9M
Focused Wealth Management, Inc 1.47% Add +10.8% 187,395 $13.9M
Platt Investment Counsel, LLC 10.24% Add +50.5% 187,104 $13.9M
Associated Banc-Corp 0.35% Add +1.1% 184,844 $13.7M
Oppenheimer & Co. Inc. 0.19% Add +212.0% 183,448 $13.6M
Vise Technologies, Inc. 0.26% Add +431.4% 182,117 $13.5M
NewEdge Wealth, LLC 0.15% Add +95.4% 181,182 $13.4M
Silver Oak Securities, Incorporated 0.90% Add +668.4% 179,637 $13.3M
Aptus Capital Advisors, LLC 0.11% Add +6.8% 178,936 $13.3M
Trellis Wealth Advisors LLC 5.18% Add +21.4% 178,888 $13.3M
IFP Advisors, Inc 0.30% Add +12.7% 178,756 $13.2M
Armor Investment Advisors, LLC 4.82% Reduce -2.9% 176,764 $13.1M
Chicago Partners Investment Group LLC 0.32% Add +22.4% 175,388 $13.0M
Madrona Financial Services, LLC 2.78% Add +1.5% 175,602 $13.0M
Laird Norton Wetherby Trust Company, LLC 0.27% Add +107.8% 175,281 $13.0M
Spirepoint Private Client, LLC 1.24% Add +29.2% 174,580 $12.9M
Perigon Wealth Management, LLC 0.23% Reduce -2.4% 173,084 $12.8M
Legacy PCG, LLC 7.93% Reduce -0.3% 172,888 $12.8M
DSG Capital Advisors, LLC 1.95% Reduce -1.5% 172,030 $12.8M
Exencial Wealth Advisors, LLC 0.40% Add +6.3% 172,239 $12.8M
Pinkerton Wealth, LLC 1.29% Add +5.3% 170,283 $12.6M
Topsail Wealth Management, LLC 1.85% Add +21.9% 170,111 $12.6M
Gould Capital, LLC 7.76% Reduce -0.8% 169,903 $12.6M
Newport Capital Group, LLC 7.65% Add +5.8% 168,953 $12.5M
Independent Financial Group, LLC 0.28% Add +35.1% 168,944 $12.5M
Peapack Gladstone Financial Corp. 0.16% Add +0.9% 168,838 $12.5M
BlueSky Wealth Advisors, LLC 1.63% Reduce -1.7% 166,637 $12.3M
Cyr Financial Inc. 7.65% Add +21.8% 165,716 $12.3M
Atomic Invest LLC 6.86% — 164,241 $12.2M
Keystone Financial Group 0.91% Add +0.6% 164,617 $12.2M
O'shaughnessy Asset Management, LLC 0.07% Add +0.3% 162,363 $12.0M
Brookstone Capital Management 0.14% Add +17.5% 162,075 $12.0M
Cornerstone Wealth Management, LLC 0.62% Add +2.6% 161,689 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.9M
Troutman Wealth Management, LLC 9.83% — 160,620 $11.9M
Arkadios Wealth Advisors 0.24% Reduce -13.2% 160,477 $11.9M
Lido Advisors, LLC 0.05% Add +4.3% 159,724 $11.9M
Sovereign Investment Advisors, LLC 2.95% Add +0.7% 159,200 $11.8M
BancFirst Trust & Investment Management 4.87% No change 158,620 $11.8M
NewCorp Financial Services, Inc. 10.38% — 158,292 $11.7M
Gibraltar Capital Management, Inc. 1.98% Add +1.4% 157,316 $11.7M
Harpswell Capital Advisors, LLC 9.20% Add +210.2% 156,766 $11.6M
Souders Financial Advisors 1.33% Add +1.0% 156,659 $11.6M
Values Added Financial LLC 4.87% Reduce -1.1% 155,827 $11.5M
True Freedom Investing, LLC 0.79% Reduce -29.4% 155,636 $11.5M
McKinley Carter Wealth Services, Inc. 0.64% Reduce -8.6% 155,108 $11.5M
LCW Services, LLC 6.11% — 154,947 $11.5M
Ames National Corp. 6.69% Add +5.6% 154,369 $11.4M
Inscription Capital, LLC 1.17% Reduce -10.2% 153,612 $11.4M
Breakwater Investment Management 4.09% Reduce -0.9% 152,456 $11.3M
Broadview Financial Management, LLC 7.54% Add +1.2% 152,169 $11.3M
TD Private Client Wealth LLC 0.24% Add +2.8% 152,009 $11.3M
Tempo Wealth, LLC 2.00% — 151,846 $11.2M
Park Avenue Securities LLC 0.09% Add +33.3% 149,561 $11.1M
Wiser Wealth Management, Inc 2.45% Reduce -1.7% 149,031 $11.0M
Robinhood Asset Management, LLC 0.87% — 146,680 $10.9M
McCarthy Asset Management, Inc. 5.63% Add +0.8% 145,667 $10.8M
Petix & Botte Co 2.44% Reduce -11.0% 145,392 $10.8M
Geneos Wealth Management Inc. 0.26% Add +10.6% 143,751 $10.6M
Thrivent Financial for Lutherans 0.02% Add +35.9% 142,874 $10.6M
Zeit Capital LLC 7.13% Reduce -2.1% 142,580 $10.6M
Stone Loft Wealth Management LLC 9.89% — 142,344 $10.5M
Darrow Company, Inc. 4.72% Add +0.1% 141,876 $10.5M
Prospera Financial Services Inc 0.17% Reduce -0.5% 139,845 $10.4M
Sequoia Financial Advisors, LLC 0.06% Reduce -35.2% 138,470 $10.3M
Mutual Advisors, LLC 0.22% Reduce -0.1% 138,255 $10.2M
Azimuth Capital Investment Management LLC 0.37% Add +10.5% 138,000 $10.2M
Summit Trail Advisors, LLC 0.18% No change 137,974 $10.2M
Thompson Siegel & Walmsley LLC 0.17% Add +0.0% 136,718 $10.1M
Beacon Investment Advisory Services, Inc. 0.41% Add +1.0% 134,489 $10.0M
Tobias Financial Advisors, Inc. 1.40% Reduce -4.9% 133,851 $9.9M
LaSalle St. Investment Advisors, LLC 1.59% Add +82.6% 133,202 $9.9M
Brooklyn FI, LLC 2.11% Add +11.1% 133,117 $9.9M
Liberty Capital Management, Inc. 1.83% Add +5.1% 132,938 $9.8M
Smith & Howard Wealth Management, LLC 2.24% Reduce -0.4% 132,073 $9.8M
Stephen J. Garry & Associates, LLC 7.70% Add +2.1% 131,046 $9.7M
LifeGoal Investments, LLC 6.48% Add +18.9% 130,570 $9.7M
Staley Capital Advisers Inc. 0.40% Reduce -1.4% 130,295 $9.7M
Global Retirement Partners, LLC 0.17% Add +74.8% 130,199 $9.6M
Archford Capital Strategies, LLC 1.12% Add +0.8% 129,593 $9.6M
Fifth Third Bancorp 0.03% Reduce -1.9% 129,162 $9.6M
Clearstead Advisors, LLC 0.12% Add +1.6% 129,161 $9.6M
Root Financial Partners, LLC 0.49% Add +17.9% 128,852 $9.5M
Main Line Retirement Advisors, LLC 4.82% Reduce -0.7% 128,613 $9.5M
Glenview Trust Co 0.15% Reduce -0.9% 128,036 $9.5M
Oceanside Advisors LLC 5.75% Add +3.3% 127,996 $9.5M
Advisory Services Network, LLC 0.13% Add +34.6% 126,096 $9.3M
Titleist Asset Management, LLC 0.75% Add +0.8% 126,037 $9.3M
Intelligent Financial Strategies 4.47% Reduce -1.6% 125,413 $9.3M
Focus Partners Advisor Solutions, LLC 0.11% Reduce -57.2% 125,238 $9.3M
Signaturefd, LLC 0.14% Add +1.0% 124,315 $9.2M
Courier Capital LLC 0.52% Reduce -0.4% 123,991 $9.2M
Diversify Wealth Management, LLC 0.43% Add +47.2% 123,470 $9.2M
Ryan Investment Management, Inc. 5.07% Add +12.3% 123,670 $9.2M
Graves Light Lenhart Wealth, Inc. 0.97% Add +0.5% 123,156 $9.1M
Retirement Capital Strategies 3.35% Add +6.8% 121,944 $9.0M
Orion Porfolio Solutions, LLC 0.07% Add +12.1% 120,258 $8.9M
Bleakley Financial Group, LLC 0.15% Add +13.5% 119,717 $8.9M
Members Wealth LLC 5.55% Add +38.1% 119,217 $8.9M
WealthCollab, LLC 3.62% Add +25.1% 119,527 $8.9M
BNP Paribas Financial Markets 0.01% Add +75.5% 118,150 $8.8M
Prepared Retirement Institute LLC 4.37% Add +2.9% 117,352 $8.7M
Lexington Hill Partners, LLC 6.52% — 117,094 $8.7M
EverSource Wealth Advisors, LLC 0.32% Add +9.3% 117,073 $8.7M
Fairview Capital Investment Management, LLC 0.44% Add +1.8% 116,598 $8.6M
Global Wealth Management, LLC 4.64% Add +3.4% 116,332 $8.6M
Laurel Oak Wealth Management, LLC 1.44% — 115,064 $8.5M
Commerce Bank 0.05% Add +11.3% 114,357 $8.5M
Triumph Capital Management 1.80% Add +1.2% 112,725 $8.3M
Integrated Advisors Network LLC 0.37% Add +16.3% 112,590 $8.3M
Stembrook Asset Management, LLC 7.86% — 112,363 $8.3M
Okabena Investment Services Inc. 1.58% Add +18.2% 112,118 $8.3M
FPC Investment Advisory, Inc. 4.50% Reduce -0.3% 111,009 $8.2M
Powers Advisory Group, LLC 3.09% Add +0.8% 110,834 $8.2M
Note Advisors, LLC 4.20% Add +2.6% 110,470 $8.2M
Vectors Research Management, LLC 2.49% Reduce -0.4% 110,032 $8.2M
Triad Wealth Partners, LLC 0.77% Add +52.2% 109,471 $8.1M
Charter Oak Capital Management, LLC 0.61% Reduce -14.4% 108,579 $8.0M
Cibc World Market Inc. 0.01% Reduce -5.9% 108,159 $8.0M
Hilltop Holdings Inc. 0.48% Reduce -3.8% 107,717 $8.0M
Cary Street Partners Financial LLC 0.20% Reduce -6.5% 107,298 $7.9M
Commonwealth Retirement Investments LLC 2.56% Add +6.7% 107,099 $7.9M
Retirement Planning Group, LLC 0.26% Reduce -9.5% 106,597 $7.9M
Proffitt & Goodson Inc. 1.10% Add +36.2% 106,400 $7.9M
Reality Financial Planning Services, LLC 7.51% — 105,909 $7.8M
New Covenant Trust Company, N.A. 7.08% Add +5.4% 105,949 $7.8M
Rothschild Capital Partners, LLC 1.85% Add +53.7% 105,710 $7.8M
Ballentine Partners, LLC 0.11% Add +8.3% 105,470 $7.8M
Trustmark Bank Trust Department 0.49% Reduce -0.6% 105,325 $7.8M
Prospect Financial Group LLC 7.24% Reduce -1.1% 105,071 $7.8M
Mission Wealth Management, LP 0.16% Reduce -49.0% 104,664 $7.8M
Valtrion Capital Management, LLC 7.71% Add +15.8% 104,422 $7.7M
Trek Financial, LLC 0.45% Reduce -13.1% 104,331 $7.7M
Cwm, LLC 0.02% Add +86.9% 104,093 $7.7M
FIDELIS iM, LLC 2.97% Reduce -72.7% 103,331 $7.7M
Ieq Capital, LLC 0.02% Add +40.1% 103,240 $7.6M
Colony Family Offices, LLC 1.91% Add +23.1% 103,229 $7.6M
Deutsche Bank AG 0.00% Add +2.4% 103,197 $7.6M
Valeo Financial Advisors, LLC 0.17% Reduce -6.5% 135,423 $7.6M
Matrix Trust Co 1.26% Add +1.9% 102,999 $7.6M
Faithward Advisors, LLC 1.11% Add +13.7% 102,239 $7.6M
Private Client Services, LLC 2.36% Add +11.1% 102,160 $7.6M
K2 Financial Inc. 5.80% Add +2.4% 101,248 $7.5M
City State Bank 2.06% Add +3.1% 101,330 $7.5M
Aurelius Family Office LLC 3.20% Reduce -2.8% 100,245 $7.4M
Sowell Financial Services LLC 0.27% Add +13.6% 100,332 $7.4M
Bernzott Capital Advisors 3.52% New 99,858 $7.4M
Grove Bank & Trust 0.83% Add +10.9% 99,668 $7.4M
Peak Wealth Management LLC 6.15% — 99,350 $7.4M
Apex Wealth Management, LLC 7.47% Add +3.0% 99,155 $7.4M
Bouchey Financial Group, Ltd. 0.55% Reduce -1.4% 99,229 $7.3M
Concurrent Investment Advisors, LLC 0.08% Reduce -4.4% 98,261 $7.3M
1832 Asset Management L.P. 0.01% Reduce -4.6% 97,909 $7.3M
SageView Advisory Group, LLC 0.24% Reduce -21.3% 97,575 $7.2M
Jacobi Capital Management LLC 0.42% Reduce -2.1% 96,854 $7.2M
L.K. Benson & Company, P.C. 3.59% Reduce -0.1% 96,604 $7.2M
Cibc World Markets Corp. 0.04% — 96,506 $7.1M
Swisher Financial Concepts, Inc. 4.03% Add +5.5% 95,891 $7.1M
Genesis Wealth Advisors, LLC 4.86% Add +2.0% 95,802 $7.1M
Stephens Inc. 0.09% Reduce -28.3% 95,538 $7.1M
Sage Rhino Capital LLC 1.34% Add +2.1% 95,521 $7.1M
Washington Trust Bank 0.49% Add +9.0% 94,791 $7.0M
Opus Financial Solutions LLC 6.60% — 94,417 $7.0M
World Investment Advisors 0.11% Add +204.7% 92,777 $6.9M
Verus Wealth Management, LLC 6.40% Add +3.7% 92,728 $6.9M
Christine Messmer PC 4.41% — 91,338 $6.8M
Motley Fool Wealth Management, LLC 0.52% Add +45.8% 90,429 $6.7M
Mayflower Financial Advisors, LLC 0.81% Add +10.5% 90,016 $6.7M
RTD Financial Advisors, Inc. 0.81% Reduce -86.5% 89,867 $6.7M
Meritas Wealth Management, LLC 3.20% Add +10.3% 89,826 $6.7M
Farrell Financial LLC 3.92% Add +4.9% 89,735 $6.6M
First Citizens Bank & Trust Co. 0.14% Add +119.8% 89,592 $6.6M
Cambria Investment Management, L.P. 0.39% Add +1.3% 89,230 $6.6M
Simon Quick Advisors, LLC 0.29% Add +21.5% 88,592 $6.6M
Headlands Technologies LLC 0.54% Add +1447.0% 88,039 $6.5M
Glass Jacobson Investment Advisors llc 2.32% Add +14.5% 87,112 $6.5M
Curran Financial Partners, LLC 1.22% Add +4.8% 86,878 $6.4M
Motive Wealth Advisors 2.73% Reduce -1.1% 86,615 $6.4M
Ashton Thomas Private Wealth, LLC 0.16% Add +174.3% 86,318 $6.4M
Horizons Wealth Management 4.24% Add +7.3% 86,147 $6.4M
Sound View Wealth Advisors Group, LLC 0.42% Reduce -0.0% 85,440 $6.3M
CFG Wealth Management Services, Inc. 5.92% — 84,729 $6.3M
Rinkey Investments 1.59% Reduce -15.2% 84,271 $6.2M
Briggs Wealth Management, Inc 6.71% — 84,184 $6.2M
SigFig Wealth Management, LLC 0.18% Reduce -0.1% 83,599 $6.2M
Financial & Tax Architects, LLC 1.38% Reduce -21.8% 83,205 $6.2M
Hancock Whitney Corp. 0.11% Add +0.8% 82,161 $6.1M
Blue Trust, Inc. 0.07% Add +15.0% 81,955 $6.1M
HT Partners LLC 1.78% Add +0.5% 81,034 $6.0M
Marathon Wealth Advisors LLC 2.38% — 81,010 $6.0M
Saxony Capital Management, LLC 3.68% Reduce -13.4% 81,009 $6.0M
Keel Point, LLC 0.36% Add +31.3% 80,176 $5.9M
Clarus Wealth Advisors 2.45% Add +5.0% 79,646 $5.9M
First Heartland Consultants, Inc. 0.45% Add +0.4% 79,699 $5.9M
Manuka Financial, LLC 3.61% Add +0.5% 78,431 $5.8M
Stratos Investment Management, LLC 0.23% Add +5.4% 77,470 $5.7M
Stonekeep Investments, LLC 3.67% Add +2.9% 77,389 $5.7M
Kestra Private Wealth Services, LLC 0.07% Add +9.3% 77,050 $5.7M
Oak Wealth Advisors LLC 3.26% Add +10.3% 76,743 $5.7M
Ascent Group, LLC 0.19% Reduce -3.9% 76,636 $5.7M
Shelter Mutual Insurance Co 1.27% No change 76,583 $5.7M
Human Investing LLC 0.80% Add +13.2% 76,549 $5.7M
IFS Advisors, LLC 2.94% Reduce -16.5% 76,466 $5.7M
Womack Financial LLC 4.18% Add +4.1% 76,406 $5.7M
Fullerton Advisors, LLC 5.64% — 76,243 $5.6M
Toews Corp. 0.81% Reduce -5.9% 75,500 $5.6M
Market Street Wealth Management Advisors LLC 0.87% Add +13.8% 75,232 $5.6M
CFS Investment Advisory Services, LLC 0.41% Add +1.7% 75,019 $5.6M
Arax Advisory Partners 0.16% New 74,810 $5.5M
Hiley Hunt Wealth Management 2.43% Add +44.8% 73,380 $5.4M
Inman Jager Wealth Management, LLC 3.31% Add +2.8% 72,991 $5.4M
Trust Co. of Vermont 0.22% Reduce -0.3% 72,497 $5.4M
Rothschild Wealth LLC 0.51% Add +3.5% 72,100 $5.3M
Cypress Point Wealth Management, LLC 1.16% Add +85.2% 72,005 $5.3M
Zions Bancorporation, National Association 0.25% Add +150.3% 71,679 $5.3M
Summit Financial, LLC 0.08% Reduce -1.7% 71,470 $5.3M
Sovran Advisors, LLC 0.45% Reduce -0.4% 70,816 $5.3M
Coldstream Capital Management Inc. 0.07% Reduce -0.9% 70,806 $5.2M
Vigilare Wealth Management 1.76% Reduce -6.4% 70,720 $5.2M
Valpey Financial Services, LLC 3.34% Add +5.4% 70,702 $5.2M
Bay Rivers Group 2.11% Add +1.6% 70,457 $5.2M
B.O.S.S. Retirement Advisors, LLC 1.64% Reduce -15.8% 70,180 $5.2M
Hamilton Wealth, LLC 0.99% Reduce -19.3% 70,058 $5.2M
Focus Financial Network, Inc. 0.18% Add +9.1% 69,715 $5.2M
IF Advisors, LLC 4.18% — 69,513 $5.1M
Pinnacle Bancorp, Inc. 1.50% Add +4.3% 69,322 $5.1M
Capital Investment Services of America, Inc. 0.48% Reduce -7.3% 69,320 $5.1M
HBK Sorce Advisory LLC 0.12% Reduce -1.9% 69,098 $5.1M
Crabel Capital Management, LLC 3.84% Add +28.3% 68,642 $5.1M
Shade Tree Advisors LLC 3.85% Add +4.2% 68,481 $5.1M
Wingate Wealth Advisors, Inc. 2.83% Add +2.0% 68,389 $5.1M
Diversify Advisory Services, LLC 0.16% Add +51.1% 67,293 $5.0M
ETF Portfolio Partners, Inc. 1.29% Add +0.2% 67,406 $5.0M
Hershey Financial Advisers, LLC 4.21% Add +2208.8% 67,279 $5.0M
Truepoint, Inc. 0.11% Add +105.5% 67,126 $5.0M
North Star Investment Management Corp. 0.31% Reduce -0.7% 66,888 $5.0M
Cassady Wealth & Retirement Planning, LLC 3.22% — 66,697 $4.9M
Good Steward Wealth Advisors,LLC 3.26% Add +8.3% 66,670 $4.9M
OneAscent Financial Services LLC 0.45% Reduce -17.3% 66,482 $4.9M
Lantern Wealth Advisors, LLC 2.57% Add +2.5% 65,319 $4.8M
Mma Asset Management LLC 1.71% Reduce -0.2% 64,670 $4.8M
Fragasso Financial Advisors Inc 0.29% Reduce -0.5% 64,450 $4.8M
Cynosure Group, LLC 0.48% Add +233.0% 64,348 $4.8M
Entrust Financial LLC 3.51% — 63,719 $4.7M
Lansing Street Advisors 1.21% Add +1.3% 63,413 $4.7M
WFA of San Diego, LLC 3.42% Add +5.7% 62,967 $4.7M
Lowery Thomas, LLC 2.62% Add +14.8% 62,551 $4.6M
Chesley Taft & Associates LLC 0.18% Add +1.4% 62,479 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -6.5% 62,394 $4.6M
Bokf, NA 0.07% Add +8.3% 62,373 $4.6M
Midwest Financial Network, LLC 3.56% Add +4.4% 62,369 $4.6M
Providence First Trust Co 1.60% Add +4.5% 62,253 $4.6M
Heritage Wealth Management, Inc. 2.98% Add +38.6% 62,201 $4.6M
MainStreet Investment Advisors LLC 0.66% Reduce -3.7% 61,984 $4.6M
Consilio Wealth Advisors, LLC 1.34% Add +4.0% 61,706 $4.6M
Delta Asset Management LLC 0.39% Add +7.2% 61,263 $4.5M
ATLas Financial Planning LLC 4.44% — 61,107 $4.5M
Graetz Wealth LLC 4.12% — 61,070 $4.5M
William Howard & Co Financial Advisors Inc 3.78% Add +2.4% 60,532 $4.5M
Signal Advisors Wealth, LLC 0.35% Add +3.6% 59,953 $4.4M
Berger Financial Group, Inc 0.26% Reduce -21.2% 59,726 $4.4M
Edgestream Partners, L.P. 0.12% Add +10.7% 59,541 $4.4M
Magnolia Capital Advisors LLC 0.93% Add +0.5% 59,513 $4.4M
WMG Financial Advisors, LLC 1.81% Add +0.5% 59,428 $4.4M
CreativeOne Wealth, LLC 0.11% Add +34.8% 59,388 $4.4M
Sherry Group, Inc. 4.58% — 58,872 $4.4M
American Financial & Tax Strategies Inc. 2.18% Add +13.4% 58,968 $4.4M
BankPlus Wealth Management LLC 2.40% Add +10.8% 58,613 $4.3M
Charis Legacy Partners, LLC 6.41% Add +6.5% 58,600 $4.3M
Daymark Wealth Partners, LLC 0.14% Add +3.7% 58,503 $4.3M
Simplicity Wealth,LLC 0.26% Add +24.0% 58,308 $4.3M
PFC Capital Group, Inc. 1.74% Add +23.8% 56,873 $4.2M
Mechanics Financial Corp 1.55% Add +9.6% 56,577 $4.2M
Fisher Asset Management 0.00% Add +2.8% 56,307 $4.2M
Wealth Architects, LLC 0.37% Add +5.9% 56,095 $4.2M
Brindle & Bay Financial Advisors, LLC 2.75% — 55,822 $4.1M
Winter & Associates, Inc. 3.81% — 55,676 $4.1M
Prosperity Consulting Group, LLC 0.18% Add +18.1% 55,369 $4.1M
C M Bidwell & Associates Ltd. 1.93% Add +2.7% 55,274 $4.1M
MAI Capital Management 0.02% Reduce -8.6% 54,180 $4.0M
Seros Financial, LLC 2.35% Add +9.3% 54,172 $4.0M
AQR Capital Management 0.00% Add +8.3% 53,618 $4.0M
Patten Group, Inc. 0.73% Add +11.0% 53,405 $4.0M
TFC Financial Management, Inc. 0.50% Add +3.7% 53,368 $4.0M
HTG Investment Advisors, Inc. 1.21% Add +12.9% 53,332 $4.0M
Generation Capital Management LLC 2.55% Add +205.8% 52,987 $3.9M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Reduce -5.4% 52,928 $3.9M
Leeward Financial Partners, LLC 1.10% Reduce -1.9% 52,844 $3.9M
JT Stratford LLC 0.50% Add +2.6% 52,826 $3.9M
Yukon Wealth Management, Inc. 2.25% Add +11.8% 52,946 $3.9M
Financial Avengers, Inc. 1.60% Add +27.6% 52,723 $3.9M
Stevens Capital Partners 1.02% Reduce -17.4% 52,406 $3.9M
Rehmann Capital Advisory Group 0.20% Reduce -0.3% 52,285 $3.9M
Rathbones Group PLC 0.02% Reduce -7.3% 52,232 $3.9M
Lebenthal Global Advisors, LLC 0.59% Reduce -31.8% 51,955 $3.8M
Sarasin & Partners LLP 0.04% Reduce -19.5% 51,869 $3.8M
Dorsey & Whitney Trust CO LLC 0.20% Add +522.2% 51,685 $3.8M
Csenge Advisory Group 0.17% Reduce -2.9% 51,065 $3.8M
United Advisor Group, LLC 0.48% Add +24.1% 50,691 $3.8M
Parallel Advisors, LLC 0.07% Reduce -4.2% 50,583 $3.7M
Gladstone Institutional Advisory LLC 0.14% Add +7.0% 50,555 $3.7M
Floyd Financial Group LLC 2.53% Add +4.8% 50,053 $3.7M
Sunesis Advisors, LLC 1.69% Add +5.1% 50,456 $3.7M
Koshinski Asset Management, Inc. 0.24% Reduce -0.7% 50,214 $3.7M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -1.6% 49,976 $3.7M
Modern Wealth Management, LLC 0.07% Reduce -17.7% 49,858 $3.7M
Sax Wealth Advisors, LLC 0.17% Add +126.0% 49,789 $3.7M
BCO Wealth Management LLC 2.26% Reduce -10.4% 49,751 $3.7M
J.W. Cole Advisors, Inc. 0.09% Add +8.5% 82,487 $3.7M
Sage Investment Advisers LLC 2.75% — 49,609 $3.7M
Fort Point Capital Partners LLC 0.44% Add +39.3% 48,656 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Grove Street Fiduciary, LLC 1.50% Reduce -0.5% 48,364 $3.6M
Washington Trust Advisors, Inc. 0.27% Add +78.7% 48,097 $3.6M
Single Point Partners, LLC 0.70% Add +0.7% 47,965 $3.6M
NYL Investors LLC 1.21% Add +2.6% 47,965 $3.6M
Ameritas Advisory Services, LLC 0.13% Add +58.0% 47,915 $3.5M
Taylor Hoffman Capital Management LLC 1.08% Reduce -0.9% 47,891 $3.5M
Topor & Co. Korea 2.67% — 47,808 $3.5M
Arta Finance Wealth Management LLC 1.81% — 47,791 $3.5M
Ramiah Investment Group 3.07% Reduce -6.5% 47,745 $3.5M
Verus Capital Partners, LLC 0.24% Add +1260.1% 47,740 $3.5M
Range Advisory, LLC 0.91% — 47,650 $3.5M
Bucket List Wealth Management, LLC 2.09% — 47,294 $3.5M
Bristlecone Value Partners, LLC 4.04% — 47,276 $3.5M
Centennial Advisors, LLC 4.48% — 46,529 $3.4M
David Kennon Inc 1.21% Reduce -0.6% 46,009 $3.4M
Cutler Investment Counsel LLC 0.35% Add +50.5% 45,954 $3.4M
Amundi 0.00% Reduce -4.1% 45,763 $3.4M
Savvy Advisors, Inc. 0.11% Add +143.7% 45,609 $3.4M
WCG Wealth Advisors LLC 0.09% Add +7.7% 45,633 $3.4M
Donalies Financial Planning, LLC 2.83% — 44,857 $3.3M
Scotia Capital Inc. 0.01% Reduce -15.1% 44,780 $3.3M
Gallagher Fiduciary Advisors, LLC 0.11% Reduce -74.0% 44,657 $3.3M
Kingsview Wealth Management, LLC 0.05% Add +10.0% 44,488 $3.3M
Capital Square, LLC 1.68% Add +3.8% 44,464 $3.3M
Frank, Rimerman Advisors LLC 0.21% Add +18.5% 44,415 $3.3M
M Holdings Securities, Inc. 0.24% New 44,370 $3.3M
Forum Private Client Group LLC 1.12% Add +0.7% 44,289 $3.3M
Great Valley Advisor Group, Inc. 0.06% Add +1.1% 44,266 $3.3M
Exchange Bank 2.26% Reduce -7.6% 44,126 $3.3M
Haverford Trust Co 0.03% Reduce -7.8% 44,045 $3.3M
WealthShield Partners, LLC 0.36% Reduce -18.9% 43,739 $3.2M
Sherman Asset Management, Inc. 2.72% Add +8.7% 43,443 $3.2M
Hohimer Wealth Management, LLC 0.44% Add +58.9% 43,333 $3.2M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -18.8% 43,252 $3.2M
Caliber Wealth Management, LLC / KS 0.34% Reduce -48.7% 43,244 $3.2M
Financial Strategies Group, Inc. 0.57% Add +4.3% 42,822 $3.2M
Sellwood Investment Partners LLC 1.23% Reduce -13.4% 42,439 $3.1M
Howard Wealth Management, LLC 1.36% Add +0.4% 42,082 $3.1M
TCI Wealth Advisors, Inc. 0.17% Reduce -4.0% 41,971 $3.1M
Oldfather Financial Services, LLC 0.93% Add +15.3% 41,962 $3.1M
GoalFusion Wealth Management, LLC 1.43% Add +2.1% 41,887 $3.1M
TD Waterhouse Canada Inc. 0.02% Add +9.1% 41,870 $3.1M
Tandem Wealth Advisors LLC 1.38% Add +2.1% 41,669 $3.1M
Warner Financial, Inc. 1.07% Add +2.1% 41,629 $3.1M
BDFS Capital LLC 1.55% — 41,456 $3.1M
Tenret Co LLC 1.55% Add +0.2% 41,413 $3.1M
HB Wealth Management, LLC 0.02% Add +3.8% 41,086 $3.0M
Mountain Pacific Investment Advisers LLC 0.49% Reduce -3.9% 41,080 $3.0M
AEGON USA Investment Management, LLC 2.73% Reduce -1.0% 41,001 $3.0M
Transcendent Capital Group LLC 1.37% Add +4.5% 40,953 $3.0M
Barden Capital Management, Inc. 2.48% Add +13.5% 40,746 $3.0M
Coston, McIsaac & Partners 0.69% Reduce -6.3% 40,400 $3.0M
Investor's Fiduciary Advisor Network, LLC 0.64% Add +78.3% 40,066 $3.0M
Trust Point Inc. 0.23% Reduce -1.1% 39,917 $3.0M
Wealth Advisory Solutions, LLC 0.69% Add +5.0% 39,747 $2.9M
Wealthspire Retirement, LLC 0.18% Add +1.8% 39,645 $2.9M
Steel Grove Capital Advisors, LLC 0.31% Add +65.8% 39,616 $2.9M
Net Worth Advisory Group 0.59% Add +68.9% 39,110 $2.9M
Security Financial Services, INC. 0.45% Add +7.2% 38,846 $2.9M
Argent Trust Co 0.10% Add +2.1% 38,726 $2.9M
10Elms LLP 2.99% Reduce -0.8% 38,606 $2.9M
Michels Family Financial, LLC 2.08% Add +6.6% 38,309 $2.8M
Dakota Wealth Management 0.05% Add +29.8% 38,276 $2.8M
Avantax Planning Partners, Inc. 0.08% Reduce -2.0% 37,914 $2.8M
Center For Asset Management LLC 1.47% Reduce -2.7% 37,906 $2.8M
Nvwm, LLC 0.60% Add +1.4% 37,524 $2.8M
City Holding Co. 0.34% Add +11.0% 37,512 $2.8M
Prime Buchholz LLC 1.65% Reduce -24.3% 37,483 $2.8M
Centaurus Financial, Inc. 0.13% Reduce -3.7% 37,429 $2.8M
Moneta Group Investment Advisors LLC 0.02% Add +2.1% 37,248 $2.8M
Fiducient Advisors LLC 0.34% Add +19.6% 37,199 $2.8M
DAVENPORT & Co LLC 0.01% Add +5.8% 36,856 $2.7M
Stewardship Advisors, LLC 0.63% Add +5.4% 36,854 $2.7M
First PREMIER Bank 0.62% Add +1.9% 36,617 $2.7M
Main Street Financial Solutions, LLC 0.20% Reduce -1.8% 36,077 $2.7M
Fairway Wealth LLC 0.72% Add +8.1% 36,014 $2.7M
Forty-three Eighteen Advisors, LLC 2.07% — 35,975 $2.7M
Walkner Condon Financial Advisors LLC 0.37% Reduce -4.3% 35,949 $2.7M
Balentine LLC 0.10% Reduce -36.9% 35,677 $2.6M
Cornerstone Financial Group, LLC 1.84% Add +1.2% 35,637 $2.6M
Allegiance Financial Group Advisory Services LLC 0.55% Add +5.0% 35,553 $2.6M
Valmark Advisers, Inc. 0.03% Reduce -0.1% 35,402 $2.6M
First National Bank of Omaha 0.08% Add +27.5% 35,334 $2.6M
5T Wealth, LLC 1.04% Add +8.1% 35,270 $2.6M
Worth Asset Management, LLC 1.10% Add +2.1% 35,118 $2.6M
MLG Wealth Management DBA Pine Grove Financial Group 0.31% — 35,114 $2.6M
Arrowroot Family Office, LLC 0.94% Add +45.1% 35,053 $2.6M
Allodium Investment Consultants, LLC 1.31% Add +15.8% 34,924 $2.6M
Crusonia Wealth Advisors LLC 0.57% — 34,911 $2.6M
Westerkirk Capital Inc. 0.25% Reduce -91.0% 34,850 $2.6M
Stonebridge Financial Planning Group, LLC 0.93% Add +5.7% 34,720 $2.6M
NorthRock Partners, LLC 0.04% Add +441.3% 34,556 $2.6M
Summit Wealth Partners, LLC 0.47% Reduce -28.4% 34,556 $2.6M
Northern Trust Corp. 0.00% Reduce -3.7% 34,363 $2.5M
Marotta Asset Management 0.47% Add +22.4% 34,183 $2.5M
Foundations Investment Advisors, LLC 0.03% Reduce -19.0% 34,122 $2.5M
Reston Wealth Management LLC 0.77% Add +12.3% 33,870 $2.5M
HFG Advisors, Inc. 1.81% Add +6.8% 33,775 $2.5M
Evergreen Capital Management LLC 0.06% Add +31.5% 33,732 $2.5M
Planning Project LLC 0.63% — 33,668 $2.5M
SOL Capital Management CO 0.22% Reduce -8.0% 33,305 $2.5M
Strategies Wealth Advisors, LLC 0.25% Reduce -7.5% 33,252 $2.5M
PCG Asset Management, LLC 1.95% Add +9.8% 32,500 $2.4M
Traveka Wealth, LLC 0.99% Add +4.5% 32,672 $2.4M
CGN Advisors LLC 0.19% Add +2.1% 32,657 $2.4M
Compass Ion Advisors, LLC 0.23% Add +0.7% 32,640 $2.4M
Strategic Investment Advisors / MI 0.21% Reduce -35.2% 32,463 $2.4M
Gould Asset Management LLC 0.42% Reduce -1.1% 32,279 $2.4M
BCS Private Wealth Management, Inc. 0.81% Add +8.6% 32,015 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -4.3% 31,973 $2.4M
Western Wealth Management, LLC 0.11% Add +20.0% 31,812 $2.4M
Narus Financial Partners, LLC 0.65% Reduce -0.2% 31,735 $2.4M
Passive Capital Management, LLC. 0.73% Add +6.4% 31,722 $2.3M
Gateway Wealth Partners, LLC 0.26% Reduce -11.1% 31,709 $2.3M
Investment Advisory Group, LLC 0.60% Add +4.4% 31,283 $2.3M
Endeavor Private Wealth, Inc. 0.66% Add +43.9% 31,251 $2.3M
Continental Investors Services, Inc. 2.98% Add +5.9% 31,119 $2.3M
FC Advisory LLC 0.66% Add +0.4% 31,186 $2.3M
Plum Street Advisors, LLC 0.82% Add +0.0% 31,160 $2.3M
GWN Securities Inc. 0.47% Add +6.3% 31,154 $2.3M
GEN Financial Management, INC. 1.45% Add +0.1% 31,094 $2.3M
Gordian Advisors LLC 1.52% No change 30,893 $2.3M
REDW Wealth LLC 0.87% Reduce -0.6% 30,825 $2.3M
Scissortail Wealth Management, LLC 0.52% Add +4.7% 30,746 $2.3M
Bath Savings Trust Co 0.23% Add +17.9% 30,685 $2.3M
Sloy Dahl & Holst, LLC 0.27% Add +103.4% 30,538 $2.3M
American Trust 0.19% Add +0.6% 30,507 $2.3M
Sigma Planning Corp 0.06% Add +9.8% 30,361 $2.2M
Thrive Capital Management, LLC 0.50% Add +69.4% 30,320 $2.2M
Cyndeo Wealth Partners, LLC 0.12% Add +118.0% 30,079 $2.2M
Hegarty Advisors, LLC 1.93% — 30,043 $2.2M
Pinnacle Family Advisors, LLC 0.97% Add +3.1% 29,880 $2.2M
PAX Financial Group, LLC 0.38% Reduce -4.0% 29,855 $2.2M
Cordgrass Capital Advisors, LLC 0.53% Add +44.5% 29,813 $2.2M
Straight Path Wealth Management 0.60% Add +1.3% 29,804 $2.2M
Janney Capital Management LLC 0.14% Reduce -6.7% 29,776 $2.2M
Flagstar Securities, Inc. 0.74% Reduce -3.2% 29,675 $2.2M
AE Wealth Management LLC 0.01% Add +8.1% 29,512 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +27.3% 29,509 $2.2M
Cardiff Park Advisors, LLC 0.18% Reduce -4.0% 29,346 $2.2M
Daybright Advisory Services, Inc. 0.58% — 29,289 $2.2M
SeaCrest Wealth Management, LLC 0.22% Add +86.6% 29,125 $2.2M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.2M
Moneda S.A. Administradora General de Fondos 1.93% No change 28,940 $2.1M
Diversified Enterprises, LLC 0.13% Add +56.7% 28,908 $2.1M
Mitchell McLeod Pugh & Williams Inc. 0.30% Add +27.1% 28,590 $2.1M
KW Wealth Management LLC 3.22% Reduce -5.7% 28,648 $2.1M
Stage Harbor Financial, LLC 1.43% Reduce -4.2% 28,566 $2.1M
Wiser Advisor Group LLC 2.39% Add +1.9% 28,211 $2.1M
Evensky & Katz LLC 0.12% Add +13.6% 28,175 $2.1M
Eastern Bank 0.04% Reduce -4.4% 28,129 $2.1M
Align Financial, LLC 1.20% — 2,070,865 $2.1M
Wheelhouse Advisory Group LLC 0.78% Add +48.4% 27,777 $2.1M
Fort Henry Capital, LLC 1.26% Add +21.0% 27,783 $2.1M
Nikulski Financial, Inc. 0.49% Reduce -27.4% 27,746 $2.1M
Midwest Trust Co 0.03% Add +0.8% 27,744 $2.1M
TABR Capital Management, LLC 1.37% Add +13.3% 27,675 $2.0M
Friedenthal Financial 1.05% Reduce -30.4% 27,612 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -10.7% 27,450 $2.0M
Cresset Asset Management, LLC 0.01% Add +5.3% 27,401 $2.0M
Founders Financial Securities LLC 0.12% Add +29.6% 27,146 $2.0M
Victory Financial Group, LLC 0.25% Add +89.6% 27,124 $2.0M
Brookwood Investment Group LLC 0.24% Add +1.1% 26,993 $2.0M
Fagan Associates, Inc. 0.27% Reduce -1.1% 26,976 $2.0M
Regions Financial Corp. 0.01% Add +5.8% 26,884 $2.0M
Apollon Wealth Management, LLC 0.03% Add +1.1% 26,878 $2.0M
Bonfire Financial 1.46% Add +22.7% 26,348 $2.0M
Southland Equity Partners LLC 0.38% Add +12.1% 26,270 $1.9M
Discipline Wealth Solutions, LLC 0.36% Add +112.1% 26,257 $1.9M
Beaumont Financial Advisors, LLC 0.13% Add +1.1% 26,100 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -71.5% 25,960 $1.9M
Plan Group Financial, LLC 0.50% Reduce -35.8% 25,935 $1.9M
Websterrogers Financial Advisors, LLC 0.56% Add +46.8% 25,900 $1.9M
Evanson Asset Management, LLC 0.10% Reduce -39.8% 25,761 $1.9M
Clearstead Trust, LLC 0.30% No change 25,663 $1.9M
Premier Private Wealth Management LLC 1.96% — 25,554 $1.9M
Capital Planning Advisors, LLC 0.25% Add +83.1% 25,479 $1.9M
PFG Investments, LLC 0.09% Add +35.6% 25,352 $1.9M
Wedmont Private Capital 0.07% Reduce -0.1% 25,256 $1.9M
Joel Isaacson & Co., LLC 0.06% Add +246.4% 25,206 $1.9M
Buck Wealth Strategies, LLC 0.24% Reduce -59.3% 25,095 $1.9M
Capital Investment Management, Inc. 0.65% — 25,001 $1.9M
RBA Wealth Management, LLC 0.63% Add +4.5% 24,932 $1.8M
Jim Saulnier & Associates, LLC 0.95% Add +23.6% 24,870 $1.8M
Three Seasons Wealth, LLC 0.17% Add +10.8% 24,719 $1.8M
Cascade Financial Partners, LLC 0.19% Reduce -25.1% 24,695 $1.8M
Eley Financial Management, Inc 0.66% Add +1.3% 24,632 $1.8M
Everhart Financial Group, Inc. 0.17% Add +9.3% 24,630 $1.8M
Planning Alternatives Ltd. 0.23% Reduce -0.2% 24,621 $1.8M
First United Bank & Trust 0.58% Add +0.3% 24,583 $1.8M
Squire Investment Management Company, LLC 0.55% Add +1.0% 24,563 $1.8M
Independent Wealth Network Inc. 0.56% Add +13.4% 24,507 $1.8M
Pioneer Wealth Management Group 0.55% Add +9.0% 24,411 $1.8M
Arete Wealth Advisors, LLC 0.13% Add +49.9% 24,384 $1.8M
GW&K Investment Management, LLC 0.02% Add +4.4% 24,335 $1.8M
Pacific Wealth Strategies Group, Inc. 1.02% Reduce -17.2% 24,317 $1.8M
McGrath & Associates, Inc. 2.56% Reduce -32.5% 24,303 $1.8M
Red Tortoise LLC 0.77% Add +0.5% 24,221 $1.8M
Culbertson A N & Co. Inc. 0.25% Reduce -0.5% 24,189 $1.8M
Bell Investment Advisors, Inc 0.28% Add +17.2% 24,117 $1.8M
Endowment Wealth Management, Inc. 0.82% Add +18.6% 23,999 $1.8M
Seven Mile Advisory 0.31% Add +23.1% 23,741 $1.8M
Westside Investment Management, Inc. 0.28% Reduce -3.6% 23,561 $1.7M
Leo Wealth, LLC 0.13% Add +112.3% 23,499 $1.7M
Burns J W & Co. Inc. 0.19% Reduce -5.2% 23,409 $1.7M
Cumberland Advisors Inc. 0.66% Add +11.3% 23,365 $1.7M
Two Sigma Securities, LLC 0.24% Reduce -60.0% 23,196 $1.7M
Capital Insight Partners, LLC 0.36% Reduce -1.1% 23,072 $1.7M
Three Arch Wealth Management LLC 0.32% — 22,969 $1.7M
Nicolet Bankshares Inc. 0.27% Add +7.1% 22,937 $1.7M
Diversified Portfolios, Inc. 0.14% Add +67.9% 22,925 $1.7M
Blair William & Co. 0.00% Add +5.3% 22,772 $1.7M
Joel Adams & Associates, Inc. 1.27% Reduce -0.2% 22,771 $1.7M
Level Four Advisory Services, LLC 0.06% Add +0.9% 22,706 $1.7M
Centric Wealth Management 0.36% Add +106.5% 22,748 $1.7M
Compass Capital Corp. /Ma/ 0.64% New 22,299 $1.7M
Innealta Capital, LLC 0.89% Add +4.7% 22,220 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +2293.2% 22,209 $1.6M
Chicago Capital, LLC 0.04% Add +2.9% 22,195 $1.6M
BOK Financial Private Wealth, Inc. 0.10% Reduce -11.1% 22,138 $1.6M
Roger Wittlin Investment Advisory, LLC 1.15% Reduce -29.4% 22,103 $1.6M
WealthCare Investment Partners, LLC 0.48% Add +6.8% 22,058 $1.6M
Evoke Wealth, LLC 0.03% Add +0.7% 21,983 $1.6M
Ballast Financial Advisors LLC 1.67% — 21,941 $1.6M
SageGuard Financial Group, LLC 0.26% — 21,780 $1.6M
Evolution Wealth Advisors, LLC 0.16% No change 21,780 $1.6M
Gryphon Financial Partners LLC 0.17% Add +3.4% 21,727 $1.6M
Ausdal Financial Partners, Inc. 0.07% Add +10.3% 21,725 $1.6M
Colonial Trust Co / SC 0.21% Reduce -1.3% 21,645 $1.6M
Silver Grove Financial Group, Inc. 1.39% Add +2.8% 21,599 $1.6M
Seldon Capital LP 0.55% No change 21,582 $1.6M
Oakmont Advisory Group, LLC 1.70% — 21,528 $1.6M
Old Peak Finance LLC 0.98% — 21,511 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Reduce -7.7% 21,424 $1.6M
Wedbush Securities Inc. 0.05% Add +29.1% 21,251 $1.6M
Cape Cod Five Cents Savings Bank 0.14% No change 20,658 $1.6M
Absolute Capital Management, LLC 0.56% Add +5.2% 20,779 $1.5M
Aegis Wealth Management LLC 0.86% Add +1.0% 20,600 $1.5M
Red Wave Investments LLC 0.45% Add +3.0% 20,579 $1.5M
StoneX Group Inc. 0.07% Reduce -76.9% 20,435 $1.5M
Beaird Harris Wealth Management, LLC 0.10% Add +81.5% 20,422 $1.5M
DiPaolo Financial Group, Inc. 1.60% — 20,329 $1.5M
MBA Advisors LLC 0.61% Reduce -0.6% 20,272 $1.5M
Private Trust Co. NA 0.13% Reduce -4.0% 20,195 $1.5M
SJS Investment Consulting Inc. 0.19% Reduce -0.3% 20,177 $1.5M
Family Wealth Partners, LLC 0.54% Add +1.7% 20,143 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +15030.1% 20,123 $1.5M
Meridian Wealth Partners, LLC 0.20% Add +0.4% 20,065 $1.5M
Burkett Asset Management Ltd 1.50% — 19,995 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +23.9% 19,981 $1.5M
Legacy Capital Wealth Partners, LLC 0.32% Reduce -1.3% 19,904 $1.5M
Quantum Financial Planning Services, Inc. 0.53% Reduce -27.4% 19,818 $1.5M
Madrid Wealth Management, LLC 1.19% — 19,803 $1.5M
Tillman Hartley LLC 0.37% Reduce -0.7% 19,788 $1.5M
Carrera Capital Advisors 0.25% Reduce -2.9% 19,785 $1.5M
Private Wealth Asset Management, LLC 0.16% Reduce -49.5% 19,771 $1.5M
First Manhattan Co. Llc. 0.00% Reduce -58.3% 19,756 $1.5M
Keystone Wealth Services, LLC 0.31% Add +5.0% 19,729 $1.5M
Strategic Financial Planning, Inc. 0.83% Reduce -0.6% 19,592 $1.5M
Goelzer Investment Management, Inc. 0.07% Add +5.8% 19,513 $1.4M
Apeiron RIA LLC 0.29% Reduce -5.7% 19,536 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -12.9% 19,451 $1.4M
St Germain D J Co. Inc. 0.06% Add +1.0% 19,412 $1.4M
Edge Financial Advisors LLC 0.60% Reduce -0.3% 19,401 $1.4M
Ketron Financial 0.48% — 19,290 $1.4M
William Mack & Associates, Inc. 0.67% Reduce -1.6% 19,279 $1.4M
Cornerstone Planning Group LLC 0.22% Add +2064.4% 19,155 $1.4M
WASHINGTON TRUST Co 0.05% No change 19,050 $1.4M
Synergy Investment Management, LLC 0.50% No change 18,923 $1.4M
Private Capital Management, LLC 0.13% Add +0.5% 18,829 $1.4M
Equita Financial Network, Inc. 0.42% New 18,760 $1.4M
Integrity Alliance, Llc. 0.05% Add +86.3% 18,711 $1.4M
Applied Capital LLC 0.53% Reduce -1.7% 18,708 $1.4M
Webster Bank, N. A. 0.13% Reduce -9.6% 18,665 $1.4M
Wealth Group Ltd 0.31% Reduce -3.1% 18,656 $1.4M
Arrow Financial Corp 0.14% Add +3.1% 18,645 $1.4M
Creekside Partners 0.58% Reduce -2.0% 18,618 $1.4M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -15.2% 18,598 $1.4M
First International Bank of Israel Ltd. 0.66% Reduce -1.6% 18,581 $1.4M
Legacy Financial Group LLC 0.17% Reduce -79.8% 18,560 $1.4M
BCS Wealth Management 0.14% Add +289.1% 18,316 $1.4M
SHUTTLEWORTH & Co 1.24% Add +23.7% 18,287 $1.4M
Flagship Harbor Advisors, LLC 0.06% Reduce -0.4% 18,207 $1.3M
Cogent Private Wealth, Inc. 1.02% — 18,100 $1.3M
Stratos Wealth Advisors, LLC 0.06% Reduce -27.5% 18,058 $1.3M
Lynx Investment Advisory 0.73% Add +7.0% 18,024 $1.3M
IHT Wealth Management, LLC 0.03% Reduce -2.4% 17,965 $1.3M
Cascade Investment Group, Inc. 0.89% Add +0.7% 17,956 $1.3M
Integrity Wealth Solutions LLC 0.53% Reduce -6.6% 17,953 $1.3M
VestGen Investment Management 0.74% Add +3.8% 17,916 $1.3M
LJI Wealth Management, LLC 0.20% Add +381.0% 17,754 $1.3M
Perennial Investment Advisors, LLC 0.10% Reduce -0.7% 17,707 $1.3M
Garrison Point Advisors, LLC 0.58% Add +1.7% 17,565 $1.3M
HCR Wealth Advisors 0.13% Add +30.2% 17,513 $1.3M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -4.7% 17,481 $1.3M
Sincerus Advisory, LLC 1.04% Add +1.9% 17,464 $1.3M
Tme Financial, Inc. 0.90% Add +78.7% 17,384 $1.3M
Factor Wealth Management LTD 0.28% Add +13.9% 17,373 $1.3M
Twin Peaks Wealth Advisors, LLC 0.37% Add +52.5% 17,286 $1.3M
First Pacific Financial 0.17% Add +3.2% 17,224 $1.3M
Chesapeake Wealth Management 0.38% Add +7.6% 17,150 $1.3M
Petersen Hastings Wealth Advisors Inc. 0.12% — 17,125 $1.3M
Balanced Rock Investment Advisors LLC 0.90% Reduce -2.7% 17,005 $1.3M
Engineers Gate Manager LP 0.01% New 16,963 $1.3M
NBT Bank, N.A. 0.08% Add +0.8% 15,606 $1.3M
Money Concepts Capital Corp. 0.07% Reduce -4.5% 16,922 $1.3M
First American Trust, FSB 0.09% New 16,902 $1.3M
HBW Advisory Services LLC 0.14% Reduce -2.1% 16,802 $1.2M
Caldwell Trust Co 0.11% Add +20.9% 16,765 $1.2M
Grandview Asset Management LLC 0.34% Add +58.0% 16,729 $1.2M
Cumberland Partners Ltd 0.08% Reduce -4.6% 16,675 $1.2M
Coordinated Financial Services, Inc. 0.72% Add +23.7% 16,603 $1.2M
International Assets Investment Management, LLC 0.08% Add +33.6% 16,523 $1.2M
Capital Analysts, LLC 0.03% Add +16.3% 16,480 $1.2M
AlphaCore Capital LLC 0.03% Add +42.2% 16,452 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.23% Reduce -0.3% 16,418 $1.2M
Ted Buchan & Co 0.45% Reduce -1.9% 16,416 $1.2M
MorganRosel Wealth Management, LLC 0.30% Add +1.6% 16,315 $1.2M
MN Wealth Advisors, LLC 0.61% Reduce -4.3% 16,308 $1.2M
Liberty Square Wealth Partners LLC 0.34% Reduce -49.4% 16,274 $1.2M
PKS Advisory Services, LLC 0.27% Reduce -30.6% 16,248 $1.2M
Schmidt P J Investment Management Inc. 0.20% Add +1.2% 16,245 $1.2M
Abound Wealth Management 0.28% Add +19.3% 16,244 $1.2M
VERITY Wealth Advisors 0.74% Add +0.3% 16,108 $1.2M
Shakespeare Wealth Management, LLC 0.26% Add +2.4% 15,993 $1.2M
Sound Income Strategies, LLC 0.06% Add +14.9% 15,950 $1.2M
2UniFi Bank 0.56% Add +10.9% 15,960 $1.2M
Centurion Wealth Management LLC 0.26% Add +0.9% 15,880 $1.2M
Hidden Cove Wealth Management, LLC 0.76% Reduce -29.5% 15,826 $1.2M
Vestment Financial LLC 0.61% New 15,725 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -4.5% 15,761 $1.2M
Strategic Investment Solutions, Inc. 0.28% Reduce -10.4% 15,673 $1.2M
Investment Research & Advisory Group, Inc. 0.38% Add +4.2% 15,685 $1.2M
BCGM Wealth Management, LLC 0.30% Reduce -0.6% 15,684 $1.2M
Life Planning Partners, Inc 0.89% Reduce -3.9% 15,676 $1.2M
Alvarez & Marsal Private Wealth Partners, LLC 0.22% — 15,662 $1.2M
Old Port Advisors 0.28% Reduce -18.4% 15,582 $1.2M
Kovack Advisors, Inc. 0.05% New 15,555 $1.2M
Aprio Wealth Management, LLC 0.07% New 14,858 $1.1M
Long Run Wealth Advisors, LLC 0.22% Add +1.4% 15,509 $1.1M
Pacific Asset Management, LLC 0.69% New 15,508 $1.1M
Kings Path Partners LLC 0.40% Reduce -15.0% 15,383 $1.1M
American Investment Services, Inc. 0.26% Add +12.0% 15,341 $1.1M
Avion Wealth 0.24% Reduce -2.3% 15,311 $1.1M
Legacy Financial Strategies, LLC 0.20% Reduce -17.2% 15,251 $1.1M
Aspire Private Capital, LLC 0.25% Reduce -0.7% 15,249 $1.1M
Aznar Financial Advisors, LLC 1.08% — 15,119 $1.1M
Fiduciary Group, LLC 0.09% Add +0.1% 15,015 $1.1M
SouthState Bank Corp 0.05% Add +315.6% 14,943 $1.1M
Belpointe Asset Management LLC 0.04% Reduce -19.9% 14,937 $1.1M
Calton & Associates, Inc. 0.16% Reduce -26.4% 14,915 $1.1M
Ruedi Wealth Management, Inc. 0.29% Add +21.7% 14,905 $1.1M
DUTCH ASSET Corp 0.85% — 14,901 $1.1M
Mission Creek Capital Partners, Inc. 0.22% Reduce -30.0% 14,895 $1.1M
eCIO, Inc. 0.51% Add +6.4% 14,890 $1.1M
Swmg, LLC 0.30% Add +5.7% 14,742 $1.1M
First Growth Capital LLC 0.97% — 14,714 $1.1M
Traynor Capital Management, Inc. 0.06% Add +3.8% 14,760 $1.1M
Uptick Partners, LLC 0.23% Add +10.3% 14,749 $1.1M
Fiduciary Advisors, Inc. 0.83% Reduce -0.3% 14,688 $1.1M
Ellenbecker Investment Group 0.15% Reduce -17.4% 14,669 $1.1M
Fiduciary Trust Co 0.01% Add +7.3% 14,661 $1.1M
Piedmont Capital Management, LLC 0.55% Add +1.5% 14,599 $1.1M
Decker Retirement Planning Inc. 0.54% Reduce -2.0% 14,585 $1.1M
Regal Investment Advisors LLC 0.06% Add +20.3% 14,517 $1.1M
Circle Wealth Management, LLC 0.02% New 14,494 $1.1M
TFO Wealth Partners, LLC 0.16% New 14,487 $1.1M
SilverOak Wealth Management LLC 0.17% Add +6.9% 14,481 $1.1M
Novem Group 0.12% Add +4.9% 14,455 $1.1M
Blalock Williams, LLC 0.86% No change 14,444 $1.1M
Madden Advisory Services, Inc. 0.43% Add +21.5% 14,420 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -1.4% 14,367 $1.1M
Novak & Powell Financial Services, Inc. 0.55% Add +1.1% 14,360 $1.1M
Tudor Investment Corporation 0.01% Add +166.6% 14,247 $1.1M
Hendershot Investments Inc. 0.13% Add +2.0% 14,162 $1.0M
Flagship Private Wealth, LLC 0.41% Reduce -19.1% 14,095 $1.0M
Private Wealth Management Group, LLC 0.28% Reduce -1.6% 14,095 $1.0M
Moneco Advisors, LLC 0.08% Add +2.9% 14,030 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% New 14,012 $1.0M
CIBC Private Wealth Group LLC 0.00% Reduce -6.4% 13,990 $1.0M
Crestwood Advisors Group, LLC 0.02% Reduce -2.8% 13,972 $1.0M
Connecticut Wealth Management, LLC 0.04% Reduce -3.3% 13,972 $1.0M
Accelerate Investment Advisors LLC 0.70% Add +1.7% 13,963 $1.0M
Fidelis Capital Partners, LLC 0.07% Add +13.6% 13,944 $1.0M
Guardian Asset Advisors, LLC 0.53% Add +2.3% 13,856 $1.0M
Heritage Financial Services, LLC 0.08% Add +0.8% 13,655 $1.0M
Meramec Financial Planners, LLC 0.39% — 13,597 $1.0M
Wick Capital Partners, LLC 0.18% Add +4.5% 13,486 $999K
Driehaus Capital Management LLC 0.01% Reduce -13.4% 13,481 $999K
Clear Creek Financial Management, LLC 0.08% Add +19.3% 13,470 $998K
Trinity Wealth Management, LLC 0.37% Add +3.9% 13,444 $996K
Verdence Capital Advisors LLC 0.06% Reduce -44.1% 13,400 $993K
Keeler & Nadler Financial Planning & Wealth Management 0.34% Reduce -41.6% 13,351 $989K
Impact Capital Partners LLC 0.29% Add +0.7% 13,329 $987K
Equity Investment Corp. 0.02% Add +1.3% 13,172 $976K
Bryant Woods Investment Advisors, LLC 0.38% Add +1.3% 13,155 $974K
Rialto Wealth Management, LLC 0.23% Reduce -72.2% 13,121 $972K
Americana Partners, LLC 0.03% Add +231.2% 13,102 $970K
Genesis Private Wealth, LLC 0.30% Add +16.2% 13,095 $970K
Christensen, King & Associates Investment Services, Inc. 0.41% Add +15.7% 13,086 $969K
Silverleafe Capital Partners, LLC 0.29% Reduce -19.2% 13,000 $963K
Pitti Group Wealth Management, LLC 0.79% Add +1.6% 12,988 $962K
Delta Financial Advisors LLC 0.25% New 12,929 $958K
Welch & Forbes LLC 0.01% Reduce -1.9% 12,869 $953K
Medallion Wealth Advisors, LLC 0.32% Reduce -1.5% 12,844 $951K
McLean Asset Management Corp 0.17% Add +17.7% 12,675 $943K
Baron Wealth Management LLC 0.29% New 12,722 $942K
Sovereign Financial Group, Inc. 0.17% Add +1.9% 12,583 $932K
BAM Wealth Management, LLC 0.67% Add +1.4% 12,540 $929K
Sharp Wealth Advisory, LLC 0.47% Reduce -0.7% 12,493 $925K
Conrad Siegel Investment Advisors, Inc. 0.18% Add +6.4% 12,470 $924K
South Plains Financial, Inc. 0.55% Add +37.4% 12,411 $919K
Carroll Advisory Group, LLC 0.40% — 12,391 $918K
Optima Capital LLC 0.40% Reduce -0.1% 12,370 $916K
SVB Wealth LLC 0.05% Reduce -23.8% 12,320 $913K
Aurora Private Wealth, Inc. 0.60% — 12,274 $911K
Linscomb Wealth, Inc. 0.04% Reduce -19.6% 12,229 $906K
Lodestone Wealth Management LLC 0.37% No change 12,229 $906K
Wells Financial Advisors INC 1.71% Reduce -42.6% 12,171 $902K
Hardin Capital Partners, LLC 0.43% Reduce -8.3% 12,164 $901K
Penobscot Wealth Management 0.28% Reduce -22.9% 12,131 $899K
OpenArc Corporate Advisory, LLC 0.01% — 12,118 $898K
Archer Investment Corp 0.20% Reduce -19.4% 12,091 $896K
Creative Financial Designs Inc. 0.06% Add +68.2% 12,060 $893K
Cary Street Partners Investment Advisory LLC 0.24% New 12,058 $893K
ARK & TLK Investments, LLC 0.24% Reduce -3.3% 12,023 $891K
Grey Fox Wealth Advisors, LLC 0.18% Reduce -25.7% 11,973 $887K
Wealth Management Nebraska 0.10% Add +2.8% 11,972 $887K
Avidian Wealth Enterprises, LLC 0.03% Reduce -4.1% 11,898 $881K
Covestor Ltd 0.46% Add +12.6% 11,889 $881K
Revisor Wealth Management LLC 0.24% Add +94.0% 11,860 $879K
Disciplined Investors, L.L.C. 0.58% Add +45.9% 11,865 $879K
WoodTrust Financial Corp 0.10% Add +36.5% 11,838 $877K
Aua Capital Management, LLC 0.44% Reduce -2.2% 11,817 $875K
Hudson Oak Wealth Advisory LLC 0.77% — 11,716 $868K
Obsidian Cio, LLC 1.28% Add +78.5% 11,707 $867K
GeoWealth Management, LLC 0.03% Reduce -42.3% 11,591 $859K
Silverlake Wealth Management LLC 0.19% Reduce -5.2% 11,513 $853K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +9.8% 11,500 $852K
Ignite Planners, LLC 0.13% Add +190.1% 11,445 $850K
Cape Investment Advisory, Inc. 0.26% Add +4.1% 11,413 $845K
Quotient Wealth Partners, LLC 0.02% Add +3.0% 11,345 $840K
Millennium Management 0.00% Reduce -83.8% 11,326 $839K
Fortis Capital Advisors, LLC 0.12% Reduce -0.2% 11,299 $837K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +15.6% 11,265 $834K
Dravo Bay LLC 0.35% Add +2.3% 11,249 $833K
Lanark Financial, Inc. 0.06% Add +6.7% 11,134 $825K
Horizon Investment Services, LLC 0.30% Reduce -4.9% 11,117 $823K
Argonautica Private Wealth Management, Inc. 0.24% Add +4.9% 11,039 $818K
TBH Global Asset Management, LLC 0.14% New 10,996 $814K
JMG Financial Group, Ltd. 0.02% Add +1.0% 10,991 $814K
TOWER TRUST & INVESTMENT Co 0.51% Add +16.6% 10,968 $812K
HUB Investment Partners, LLC 0.02% Reduce -38.0% 10,952 $811K
Procyon Advisors, LLC 0.04% Add +31.3% 10,943 $811K
ATX Financial Planning, LLC 0.62% — 10,893 $807K
Cedar Mountain Advisors, LLC 0.15% No change 10,768 $798K
Aldebaran Financial Inc. 0.73% Add +4.8% 10,685 $794K
Viewpoint Investment Partners Corp. 0.38% New 10,682 $791K
BridgePort Financial Solutions, LLC 0.21% Add +27.7% 10,676 $791K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -2.7% 10,621 $787K
Sequent Planning LLC 0.20% Reduce -6.3% 10,438 $773K
DecisionPoint Financial, LLC 0.17% Reduce -0.8% 10,396 $770K
Catalyst Financial Partners LLC 0.09% Reduce -24.7% 10,340 $766K
Keybank National Association 0.00% Add +9.2% 10,327 $765K
Security National Bank of Sioux City Iowa 0.49% Add +0.3% 10,279 $761K
Clark Asset Management, LLC 0.08% Add +18.6% 10,249 $759K
Widmann Financial Services, Inc. 0.46% No change 10,218 $757K
Forbes Financial Planning, Inc. 0.44% Reduce -86.0% 10,203 $756K
Journey Strategic Wealth LLC 0.02% Reduce -4.4% 10,196 $755K
Legacy Advisors, LLC 0.08% Reduce -5.6% 10,189 $755K
United Financial Planning Group LLC 0.46% Add +31.0% 10,171 $753K
Citizens Financial Group Inc. 0.01% Reduce -1.8% 10,121 $750K
Evolution Advisers, Inc. 0.32% Add +50360.0% 10,092 $747K
Lifeworks Advisors, LLC 0.10% Add +22.7% 10,026 $743K
Kingswood Wealth Advisors, LLC 0.04% Reduce -12.8% 10,006 $741K
Harmony Asset Management LLC 0.25% Add +42.6% 9,993 $740K
SB Capital Management Inc 0.27% — 9,992 $740K
CWS Financial Advisors, LLC 0.20% Add +28.8% 9,930 $735K
My Personal CFO, LLC 0.31% Add +188.9% 9,924 $735K
Manchester Capital Management LLC 0.10% Add +2.5% 9,911 $734K
Aspen Grove Capital, LLC 0.13% New 9,887 $732K
Spire Wealth Management 0.02% Add +12.0% 9,873 $731K
Opulen Financial Group LLC 0.53% Add +5.3% 9,865 $731K
WESCAP Management Group, Inc. 0.15% New 9,851 $730K
First Horizon Corp. 0.03% No change 9,847 $729K
Marion Wealth Management 0.16% Reduce -19.8% 9,795 $727K
WMS Group LLC 0.92% — 9,815 $727K
UNIVEST FINANCIAL Corp 0.04% Add +66.8% 9,804 $726K
Myecfo, LLC 0.31% Add +7.3% 9,733 $721K
Rossby Financial, LCC 0.23% Add +26.9% 9,719 $720K
Red Crane Wealth Management, LLC 0.59% No change 9,684 $717K
Sims Investment Management, LLC 0.25% Reduce -4.8% 9,649 $715K
Asset One Wealth Management LLC 0.10% — 9,610 $710K
Vantus Wealth LLC 0.52% — 9,577 $709K
Evelyn Partners Asset Management Ltd 0.17% Add +0.3% 9,498 $704K
Richardson Financial Services Inc. 0.23% Reduce -0.3% 8,488 $703K
Destination Wealth Management 0.02% Add +222.7% 9,483 $702K
WPG Advisers, LLC 0.52% Add +2.0% 9,481 $702K
KFA Private Wealth Group, LLC 0.17% New 9,419 $698K
J.M. Arbour, LLC 0.69% — 9,374 $694K
Bank of New Hampshire 0.16% Reduce -7.1% 9,363 $694K
Capital Wealth Alliance, LLC 0.30% Add +21.4% 9,321 $692K
Providence Capital Advisors, LLC 0.12% Reduce -7.4% 9,343 $692K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.8% 9,333 $691K
Flower City Capital 0.35% New 9,310 $690K
Ally Invest Advisors Inc. 0.05% Add +35.2% 9,293 $688K
Modus Advisors, LLC 0.18% Add +2.5% 9,285 $688K
Lodestar Private Asset Management LLC 0.07% Add +7.5% 9,280 $687K
Vines Capital Management, LLC 0.67% — 9,251 $685K
Summit Wealth Group LLC / Co. 0.09% New 9,243 $685K
Wise Wealth Partners 0.98% Add +3.8% 9,215 $683K
Fund Evaluation Group, LLC 0.02% Reduce -87.3% 9,215 $683K
Urban Wealth Management, LLC 0.63% — 9,209 $682K
Jane Street Group, LLC 0.00% New 9,208 $682K
Quantinno Capital Management LP 0.00% Add +25.6% 9,200 $681K
Taylor & Morgan Wealth Management, LLC 0.38% Add +0.5% 9,197 $681K
HighPoint Advisor Group LLC 0.01% New 9,156 $678K
Larson Financial Group LLC 0.02% Reduce -8.3% 9,084 $673K
Retirement Wealth Solutions LLC 0.42% Add +3.8% 9,079 $672K
Topel & Distasi Wealth Management, LLC 0.33% Add +4.9% 9,026 $669K
Wealth Effects LLC 0.21% Add +1.8% 9,006 $667K
Peak Retirement Planning, Inc. 0.16% Add +21.3% 9,001 $667K
First Citizens Financial Corp 0.33% Reduce -60.0% 8,965 $664K
Ashton Thomas Securities, LLC 0.13% Add +5.8% 8,944 $662K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -17.7% 8,916 $660K
Stone Summit Wealth LLC 0.18% Reduce -60.1% 8,898 $659K
Cloud Capital Management, LLC 0.31% Reduce -19.5% 8,903 $658K
Mayport, LLC 0.13% Reduce -45.9% 8,874 $657K
Beacon Wealthcare LLC 0.23% No change 8,844 $655K
Jump Financial, LLC 0.01% New 8,823 $654K
Insigneo Advisory Services, LLC 0.05% Reduce -43.4% 8,817 $653K
LifeWealth Investments, LLC 0.21% New 8,812 $653K
GreatBanc Trust CO 0.46% Reduce -4.4% 8,763 $649K
Laraway Financial Advisors Inc 0.42% Add +81.5% 8,739 $647K
Pinnacle Financial Group, LLC / IL 0.19% Reduce -20.4% 8,687 $643K
CENTRAL TRUST Co 0.01% Reduce -7.1% 8,646 $640K
Wilmington Savings Fund Society, FSB 0.01% Add +1.2% 8,612 $638K
True Link Financial Advisors, LLC 0.04% Add +45.7% 8,544 $633K
Orcam Financial Group 0.47% Reduce -17.0% 8,543 $633K
Riverpoint Wealth Management Holdings, LLC 0.14% Reduce -1.4% 8,535 $632K
Robinswood Financial LLC 0.20% Add +9.1% 8,506 $630K
Sachetta, LLC 0.34% Add +9.3% 8,505 $630K
Forum Financial Management, LP 0.01% Add +26.5% 8,473 $628K
Oregon Pacific Wealth Management, LLC 0.65% Reduce -1.7% 8,464 $627K
Fortitude Advisory Group L.L.C. 0.27% Add +7.8% 8,442 $625K
Weitzel Financial Services, Inc. 0.24% Add +14.3% 8,350 $618K
Jackson, Grant Investment Advisers, Inc. 0.20% Add +53.6% 8,284 $614K
Ascentis Independent Advisors 0.10% Add +2.2% 8,269 $612K
Bull Street Advisors, LLC 0.28% No change 8,251 $611K
Finward Bancorp 0.47% Reduce -3.5% 8,231 $610K
S.A. Mason LLC 0.24% Add +4.2% 8,203 $608K
Grand Central Investment Group 0.44% — 8,134 $602K
Claro Advisors Inc. 0.08% Add +53.5% 8,110 $601K
Burton Enright Welch 0.08% Reduce -2.3% 8,108 $601K
Capital Asset Managemnet, LLC 0.66% — 8,089 $599K
Collaborative Wealth Managment Inc. 0.21% Add +40.7% 8,084 $599K
Clark Capital Management Group, Inc. 0.00% No change 8,025 $594K
Rock Point Advisors, LLC 0.15% No change 7,955 $589K
Hopwood Financial Services, Inc. 0.41% Reduce -0.4% 7,954 $589K
Burney Co./ 0.02% Reduce -3.5% 7,878 $584K
Sterling Financial Planning, Inc. 0.18% Add +7.9% 7,869 $583K
STAR Financial Bank 0.30% Add +1.2% 7,840 $581K
Davis R M Inc. 0.01% Reduce -56.7% 7,837 $580K
Sonata Capital Group Inc. 0.21% No change 7,729 $572K
Tactive Advisors, LLC 0.17% Reduce -27.9% 7,729 $572K
Sheets Smith Wealth Management 0.06% Add +42.0% 7,712 $571K
Falcon Wealth Planning 0.05% Reduce -0.1% 7,710 $571K
Sendero Wealth Management, LLC 0.06% New 7,700 $570K
Petra Financial Advisors Inc. 0.33% Add +8.5% 7,692 $570K
Value Investment Professionals, LLC 0.60% — 7,678 $569K
Aries Wealth Management 0.13% Reduce -3.3% 7,677 $569K
Zacks Investment Management 0.00% Reduce -41.2% 7,654 $567K
North Dallas Bank & Trust Co. 0.37% — 7,650 $567K
Connors Investor Services Inc. 0.05% Add +39.0% 7,605 $563K
New England Private Wealth Advisors LLC 0.07% Add +141.4% 7,595 $563K
San Luis Wealth Advisors LLC 0.09% Add +8.6% 7,587 $562K
Bond & Devick Financial Network, Inc. 0.16% Add +0.2% 7,583 $562K
Accurate Wealth Management, LLC 0.07% Reduce -2.4% 7,557 $561K
Callan Family Office, LLC 0.01% Reduce -9.1% 7,562 $560K
55 North Private Wealth, LLC 0.15% — 7,551 $559K
Everett Harris & Co. 0.01% New 7,547 $559K
PCM Encore, LLC 0.12% — 7,523 $557K
Verum Partners LLC 0.11% Reduce -15.8% 7,516 $557K
Institute for Wealth Management, LLC. 0.06% Reduce -9.9% 7,512 $556K
Truefg, LLC 0.15% Add +1.3% 7,497 $555K
Sand Hill Global Advisors, LLC 0.02% Reduce -0.1% 7,396 $548K
JHP Wealth Management, LLC 0.53% — 7,386 $547K
Successful Portfolios LLC 0.28% Reduce -4.2% 7,359 $547K
Nordwand Advisors, LLC 0.09% No change 7,325 $543K
Cordant, Inc. 0.22% Reduce -3.2% 7,242 $536K
IFG Advisory, LLC 0.02% Add +41.1% 7,224 $535K
Brand Asset Management Group, Inc. 0.15% Add +17.1% 7,215 $534K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +4.3% 7,205 $534K
TFB Advisors LLC 0.15% Reduce -10.6% 7,187 $532K
Lazari Capital Management, Inc. 0.18% Reduce -8.4% 7,184 $532K
Texas Bank & Trust Co 0.19% Reduce -16.5% 7,170 $531K
Power Wealth Management LLC 0.19% Reduce -2.3% 7,167 $531K
SMI Advisory Services, LLC 0.09% Add +0.4% 7,151 $531K
Abacus Planning Group, Inc. 0.07% No change 7,160 $530K
Patron Partners, LLC 0.24% Reduce -8.5% 7,152 $530K
TPG Advisors LLC 0.33% Reduce -6.6% 7,102 $526K
Garner Asset Management Corp 0.20% Add +151.3% 7,038 $521K
McIlrath & Eck, LLC 0.05% Add +13.2% 7,030 $521K
Keener Financial Planning LLC 0.22% No change 6,971 $516K
Bridgewater Advisors Inc. 0.03% Add +77.2% 6,935 $514K
Performance Wealth Partners, LLC 0.01% Reduce -11.0% 6,918 $512K
Hardworking Capital Advisors, LLC 0.46% — 6,905 $511K
Timonier Family Office, LTD. 0.16% Reduce -12.0% 6,887 $510K
Fjell Capital, LLC 0.39% Add +69.3% 6,850 $507K
Empower Advisory Group, LLC 0.00% Reduce -24.6% 6,841 $507K
Roberts Glore & Co. Inc. 0.13% Add +0.5% 6,795 $503K
Ancora Advisors LLC 0.01% Add +0.3% 6,726 $498K
Ballast Rock Private Wealth LLC 0.31% — 6,717 $498K
Total Wealth Planning, LLC 1.06% Reduce -89.0% 6,703 $497K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% New 6,703 $496K
Focused Alpha, LLC 0.14% — 6,650 $493K
Seneschal Advisors, LLC 0.36% Add +29.0% 6,604 $489K
Keystone Global Partners, LLC 0.22% Add +0.4% 6,601 $489K
Cfo Capital Management LLC 0.37% — 6,598 $489K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +35.5% 6,597 $489K
Axis Wealth Partners, LLC 0.27% Reduce -0.4% 6,570 $487K
Chilton Capital Management LLC 0.02% Add +155.1% 6,552 $485K
Sterling Investment Advisors, Ltd. 0.09% Reduce -10.0% 6,550 $485K
Northern Lights Advisors, Inc. 0.33% — 6,549 $485K
Barrett & Company, Inc. 0.16% Reduce -3.6% 6,496 $481K
Miller Capital Partners, Inc. 0.25% — 6,493 $481K
Van Hulzen Asset Management, LLC 0.04% Add +9.6% 6,493 $481K
One Day In July LLC 0.04% New 6,488 $481K
Revolve Wealth Partners, LLC 0.06% Add +102.9% 6,469 $479K
Post Resch Tallon Group Inc. 0.40% Add +2.6% 6,458 $478K
Douglass Winthrop Advisors, LLC 0.01% New 6,452 $478K
McAdam, LLC 0.02% Add +1.6% 6,443 $477K
Town Capital LLC 0.39% — 6,441 $477K
Capasso Planning Partners LLC 0.26% New 6,434 $477K
Scott & Selber, Inc. 0.12% Add +21.5% 6,390 $473K
FWG Investments, LLC. 0.30% Add +11.1% 6,382 $473K
USAdvisors Wealth Management, LLC 0.16% Add +2.3% 6,384 $472K
Greystone Financial Group, LLC 0.07% Reduce -83.6% 6,352 $471K
Clarity Capital Advisors, LLC 0.23% Add +1.1% 6,337 $469K
Northeast Financial Group, Inc. 0.12% Reduce -3.7% 6,316 $468K
Orleans Capital Management Corp. 0.29% Reduce -61.0% 6,300 $467K
Sandbox Financial Partners, LLC 0.13% Reduce -2.6% 6,296 $466K
CVA Family Office, LLC 0.05% No change 6,281 $465K
National Wealth Management Group, LLC 0.16% Reduce -50.4% 6,275 $465K
MidAtlantic Capital Management, Inc. 0.30% Add +4.5% 6,222 $461K
Tradewinds, LLC. 0.11% Add +0.1% 6,204 $460K
Redwood Park Advisors LLC 0.31% Add +0.1% 6,188 $458K
Fingerlakes Wealth Management, Inc. 0.29% Add +52.7% 6,158 $456K
Lazard Asset Management LLC 0.00% No change 6,113 $453K
Baldwin Wealth Partners LLC 0.03% Reduce -4.8% 6,089 $451K
First National Trust Co 0.01% Reduce -49.5% 6,050 $448K
Certified Advisory Corp 0.04% Add +0.6% 6,048 $448K
Oxinas Partners, LLC 0.22% New 6,041 $447K
Elevate Capital Advisors, LLC 0.30% New 6,033 $447K
Simmons Bank 0.03% Add +7.3% 6,006 $445K
Ankerstar Wealth, LLC 0.44% — 5,992 $444K
Prostatis Group LLC 0.11% Add +2.2% 5,985 $443K
Wayfinding Financial, LLC 0.19% Reduce -0.1% 5,990 $443K
Point Nemo Capital, LLC 0.44% — 5,979 $443K
Balboa Wealth Partners 0.07% Add +7.7% 5,942 $440K
NorthLanding Financial Partners, LLC 0.35% Reduce -0.5% 5,914 $438K
Charter Capital Management, LLC\DE 0.23% Add +8.1% 5,887 $436K
Fischer Investment Strategies, LLC 0.25% Reduce -36.8% 5,876 $435K
Symphony Financial, Ltd. Co. 0.06% Reduce -4.3% 5,862 $435K
BayBridge Capital Group, LLC 0.27% No change 5,844 $433K
Access Financial Services, Inc. 0.16% Reduce -17.7% 5,839 $433K
NorthStar Asset Management LLC 0.19% Add +19.9% 5,837 $432K
Obermeyer Wealth Partners 0.02% Add +20.4% 5,830 $432K
SteelPeak Wealth, LLC 0.01% Reduce -1.6% 5,812 $430K
Vision Financial Markets LLC 0.44% No change 5,796 $429K
Magnus Financial Group LLC 0.03% Add +55.9% 5,770 $427K
Stonebridge Financial Group, LLC 0.04% No change 5,754 $426K
Capital Group Private Client Services, Inc. 0.01% Add +0.0% 5,751 $426K
Northwest Financial Advisors 0.87% Reduce -78.8% 5,742 $425K
D.B. Root & Company, LLC 0.10% Reduce -10.6% 5,739 $425K
HM Payson & Co. 0.01% Reduce -5.0% 5,736 $425K
VestGen Advisors, LLC 0.02% Add +97.7% 5,732 $425K
Papamarkou Wellner Asset Management inc. 0.26% No change 5,730 $424K
Squarepoint Ops LLC 0.00% Add +27.7% 5,703 $422K
Churchill Financial Advisors, LLC 0.13% — 5,701 $422K
Blue Fin Capital, Inc. 0.07% Add +0.2% 5,672 $420K
King Wealth Management Group 0.05% Reduce -1.7% 5,671 $420K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% Add +0.8% 5,670 $420K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -30.4% 5,636 $417K
Diversified Management Inc. 0.10% — 5,633 $417K
Capital Advisors Wealth Management, LLC 0.06% Add +16.7% 5,586 $414K
Oak Family Advisors, LLC 0.13% New 5,554 $411K
Francis Financial, Inc. 0.08% No change 5,554 $411K
Mycio Wealth Partners, LLC 0.09% Add +1.3% 5,550 $411K
Parkshore Wealth Management, Inc. 0.15% Add +20.4% 5,549 $411K
Brave Asset Management Inc. 0.10% Reduce -0.2% 5,524 $409K
Quadcap Wealth Management, LLC 0.05% Add +66.9% 5,521 $409K
Harbor Investment Advisory, LLC 0.03% Add +371.1% 5,517 $409K
United Asset Strategies, Inc. 0.03% New 5,468 $405K
SWP Financial LLC 0.20% Reduce -2.2% 5,459 $404K
Mustard Seed Financial, LLC 0.25% Reduce -7.1% 5,434 $402K
World Equity Group, Inc. 0.11% Add +29.0% 5,433 $402K
BWM Planning, LLC 0.11% No change 5,428 $402K
Opes Wealth Management LLC 0.07% Add +12.3% 5,417 $401K
MIdWestOne Financial Group, Inc. 0.04% Add +23.8% 5,408 $401K
Fiera Capital Corp 0.00% Add +48.5% 5,394 $400K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +93.6% 5,383 $399K
Hoxton Planning & Management, LLC 0.12% Reduce -19.7% 5,382 $399K
Hanson & Doremus Investment Management 0.05% Reduce -11.3% 5,361 $397K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.8% 5,352 $396K
Versant Capital Management, Inc 0.05% Reduce -4.3% 5,326 $395K
AlTi Global, Inc. 0.01% New 5,295 $392K
Adirondack Trust Co. 0.13% No change 5,275 $391K
Guardsman Private Capital Management, Inc. 0.31% — 5,231 $387K
WESPAC Advisors, LLC 0.21% Add +1.2% 5,229 $387K
SVRN Asset Management, LLC 0.32% — 5,201 $385K
Curi Capital, LLC 0.01% Add +48.1% 5,187 $384K
Whitcomb & Hess, Inc. 0.09% Add +19.4% 5,155 $383K
EJMK Ventures LLC 0.24% — 5,162 $382K
GC Wealth Management RIA, LLC 0.01% No change 5,141 $381K
Awm Capital, LLC 0.03% Reduce -19.3% 5,124 $380K
Smith, Moore & Co. 0.03% Reduce -13.5% 5,117 $379K
Advisortrust Partners, LLC 0.17% — 5,109 $378K
Sherman Wealth Management LLC 0.33% — 5,104 $378K
Ellis Investment Partners, LLC 0.07% Add +2.4% 5,102 $378K
Anchor Capital Advisors LLC 0.01% No change 5,100 $378K
Liberty Wealth Management LLC 0.05% Reduce -3.8% 5,082 $377K
City National Bank of Florida 0.25% Reduce -33.2% 5,067 $375K
Florida Financial Advisors, LLC 0.10% Add +37.8% 5,063 $375K
Portfolio Resources Advisor Group, Inc. 0.37% — 5,059 $375K
Allstreet Capital Advisors LLC 0.27% — 5,049 $374K
Bright Futures Wealth Management, LLC. 0.28% Reduce -28.4% 5,045 $374K
Arcadia Wealth Management, Inc. 0.21% Reduce -0.3% 5,043 $374K
Unique Wealth Strategies, LLC 0.15% Add +1.3% 5,036 $373K
BCU Wealth Advisors, LLC 0.14% New 5,033 $373K
Richard P Slaughter Associates Inc 0.08% New 5,020 $372K
Elevate Wealth Advisory, Inc. 0.25% New 5,015 $371K
Rodgers Brothers Inc. 0.04% No change 5,000 $370K
Fermata Advisors, LLC 0.09% Reduce -0.9% 4,985 $369K
Elevated Capital Advisors, LLC 0.09% Reduce -18.0% 4,966 $368K
RAM Investment Partners, LLC 0.07% Add +14.0% 4,956 $367K
Capital Investment Counsel, Inc 0.04% New 4,950 $367K
NerdWallet Wealth Partners, LLC 0.16% Add +2.3% 4,934 $365K
Blue Barn Wealth, LLC 0.53% Reduce -44.0% 4,928 $365K
Strathmore Capital Advisors, Inc. 0.12% New 4,917 $364K
Tennessee Valley Asset Management Partners 0.05% New 4,910 $364K
Pillar Financial Advisors, LLC 0.22% No change 4,905 $363K
Cassilly Financial Group LLC 0.32% — 4,852 $359K
Moors & Cabot, Inc. 0.02% Reduce -21.4% 4,842 $359K
Reicon Wealth Advisors, LLC 0.26% — 4,840 $358K
Waterloo Capital, L.P. 0.03% Reduce -20.7% 4,826 $357K
Arwa LLC 0.21% — 4,825 $357K
Insight Advisors, LLC/ PA 0.05% Reduce -2.8% 4,797 $355K
LRI Investments, LLC 0.03% Reduce -4.9% 4,791 $355K
Stegner Investment Associates Inc. 0.19% Reduce -19.8% 4,783 $354K
Lakeridge Wealth Management LLC 0.16% Add +32.7% 4,770 $353K
Strategic Wealth Advisors LLC 0.30% — 4,778 $353K
Artesa Financial Group, LLC 0.36% — 4,753 $352K
Cypress Wealth Services, LLC 0.05% New 4,743 $351K
SOA Wealth Advisors, LLC. 0.06% Add +0.9% 4,739 $351K
Plan A Wealth LLC 0.17% Reduce -42.9% 4,733 $351K
Arbor Wealth Management LLC\AZ 0.27% — 4,727 $350K
Pitcairn Wealth Advisors LLC 0.03% — 4,720 $350K
Morris Financial Concepts, Inc. 0.12% Reduce -10.4% 4,700 $348K
WealthSpring Partners, LLC 0.36% — 4,685 $347K
Natural Investments, LLC 0.09% New 4,696 $347K
Strategic Blueprint, LLC 0.02% Reduce -4.5% 4,645 $344K
Wealth Watch Advisors, INC 0.13% Add +115.8% 4,630 $343K
American Money Management, LLC 0.05% New 4,629 $343K
Pacific Financial Group Inc. 0.19% Reduce -32.3% 4,607 $341K
Invariant Investment Management 0.22% — 4,591 $341K
ONE Advisory Partners, LLC 0.10% No change 4,575 $339K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% Add +27.6% 4,570 $339K
Guyasuta Investment Advisors Inc. 0.02% No change 4,570 $339K
LongView Wealth Management 0.08% Reduce -1.8% 4,545 $337K
Penobscot Investment Management Company, Inc. 0.03% Add +17.0% 4,548 $337K
Octavia Wealth Advisors, LLC 0.03% Reduce -3.7% 4,536 $336K
Williams Jones Wealth Management, LLC. 0.00% No change 4,533 $336K
Fiduciary Alliance LLC 0.02% Reduce -24.9% 4,527 $335K
Rakuten Investment Management, Inc. 0.00% No change 4,493 $334K
Bright Financial Advisors, Inc. 0.16% No change 4,511 $334K
Persium Advisors, LLC 0.24% No change 4,499 $333K
Acorn Financial Advisory Services Inc. 0.05% Add +1.8% 4,442 $329K
Apollon Financial, LLC 0.05% Reduce -16.2% 4,408 $327K
Thomasville National Bank 0.02% No change 4,400 $326K
Global Assets Advisory, LLC 0.09% Reduce -42.7% 4,389 $325K
MBL Wealth, LLC 0.03% New 4,385 $325K
SFE Investment Counsel 0.05% New 4,383 $325K
Genesee Capital Advisors, LLC 0.13% Reduce -7.3% 4,380 $324K
Texas Yale Capital Corp. 0.01% Add +0.6% 4,375 $324K
Cornerstone Management, Inc. 0.05% Add +3.6% 4,374 $324K
Rothschild Investment LLC 0.02% Add +1.6% 4,374 $324K
Cassaday & Co Wealth Management LLC 0.01% Reduce -34.8% 4,368 $324K
Towneley Capital Management, Inc / DE 0.07% Reduce -34.9% 4,349 $322K
Midwestern Financial, LLC 0.27% Reduce -5.3% 4,332 $321K
MRWM Advisors, LLC 0.17% Reduce -0.9% 4,297 $318K
First National Advisers, LLC 0.04% New 4,295 $318K
Vivid Wealth Management, LLC 0.12% No change 4,286 $317K
Wealth Enhancement Trust Services, Inc. 0.04% — 4,285 $317K
XTX Topco Ltd 0.01% New 4,273 $317K
Livet Wealth, LLC 0.19% — 4,270 $316K
1900 Wealth Management LLC 0.02% Add +1.8% 4,259 $315K
Princeton Global Asset Management LLC 0.05% Add +1341.4% 4,252 $315K
Granite Bay Wealth Management, LLC 0.08% New 4,244 $314K
Mine & Arao Wealth Creation & Management, LLC. 0.12% No change 4,229 $313K
Jacobs Equity LLC 0.30% — 4,220 $313K
Van Diest Capital, LLC 0.46% — 4,206 $312K
Dorato Capital Management 0.23% — 4,153 $309K
High Probability Advisors, LLC 0.04% New 4,172 $309K
VSM Wealth Advisory, LLC 0.09% Add +1.2% 4,165 $309K
Enclave Advisors LLC 0.04% Add +0.3% 4,161 $308K
WealthPlan Investment Management, LLC 0.02% Add +13.1% 4,142 $307K
Intergy Private Wealth, LLC 0.09% Add +46.4% 4,135 $306K
Warwick Investment Management, Inc. 0.05% Add +0.1% 4,133 $306K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +1.1% 4,125 $306K
Gilman Hill Asset Management, LLC 0.05% Add +22.3% 4,107 $304K
CFM Wealth Partners LLC 0.04% No change 4,103 $304K
Astoria Portfolio Advisors LLC. 0.07% Add +10.2% 4,025 $302K
Allen Investment Management, LLC 0.00% New 4,068 $301K
MKT Advisors LLC 0.10% Reduce -4.5% 4,055 $301K
Hilltop National Bank 0.07% Reduce -6.1% 4,058 $301K
Earned Wealth Advisors, LLC 0.02% New 4,058 $301K
Tred Avon Family Wealth, LLC 0.10% No change 4,037 $299K
JGP Wealth Management, LLC 0.03% Reduce -1.2% 4,014 $297K
EnRich Financial Partners LLC 0.08% Reduce -9.3% 4,007 $297K
Melfa Wealth Management, Inc. 0.17% No change 4,005 $297K
Wealth Alliance, LLC 0.03% Add +0.8% 4,000 $296K
Atlanta Consulting Group Advisors, LLC 0.07% Add +2.8% 3,972 $294K
Nabity-Jensen Investment Management Inc 0.20% No change 3,968 $294K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -69.7% 3,957 $293K
Woodside Wealth Management LLC 0.22% No change 3,954 $293K
Tucker Asset Management LLC 0.08% Add +51.1% 3,933 $291K
Manske Wealth Management 0.09% Add +8.3% 3,930 $291K
PW Nova Financial Services LLC 0.11% — 3,906 $289K
BlackDiamond Wealth Management, LLC 0.14% Add +19.6% 3,880 $288K
Community Bank, N.A. 0.03% No change 3,882 $288K
Bessemer Group Inc. 0.00% Reduce -26.4% 3,877 $287K
Capital Planning LLC 0.08% No change 3,857 $286K
Lanham O'Dell & Company, Inc. 0.08% Add +0.1% 3,848 $285K
New Insight Wealth Advisors 0.10% Add +10.0% 3,841 $285K
Denver PWM, LLC 0.09% No change 3,861 $284K
Capital Investment Advisory Services, LLC 0.02% Add +16.5% 3,826 $283K
Summit Asset Management, LLC 0.04% Reduce -9.8% 3,822 $283K
Twelve Points Wealth Management LLC 0.06% Reduce -4.0% 3,801 $282K
Advisory Alpha, LLC 0.01% Reduce -2.7% 3,804 $282K
KG Capital Management 0.07% Add +10.1% 3,775 $280K
Latitude Advisors, LLC 0.12% Reduce -36.9% 3,772 $279K
XY Planning Network, Inc. 0.05% Add +35.1% 3,765 $279K
Elevation Wealth Management LLC 0.27% — 3,765 $279K
Essex Financial Services, Inc. 0.02% Add +0.3% 3,760 $279K
Kathmere Capital Management, LLC 0.02% New 3,751 $278K
Elevatus Welath Management 0.08% Reduce -3.4% 3,742 $277K
Principal Financial Group Inc. 0.00% New 3,742 $277K
Invst, LLC 0.03% Add +27.1% 3,734 $277K
Five Oceans Advisors 0.10% Reduce -16.4% 3,731 $276K
Sweeney & Michel, LLC 0.08% Add +1.3% 3,697 $275K
Financial Insights, Inc. 0.09% Reduce -26.5% 3,708 $275K
Rubicon Advisors, GP 0.26% — 3,697 $274K
Tanglewood Wealth Management, Inc. 0.03% New 3,695 $274K
Palisade Asset Management, LLC 0.03% Reduce -31.9% 3,680 $273K
Vantage Point Financial LLC 0.10% Reduce -12.4% 3,644 $270K
Clay Northam Wealth Management, LLC 0.15% Reduce -2.7% 3,637 $269K
Stirlingshire Investments, Inc. 0.24% — 3,633 $269K
Strategic Wealth Partners, Ltd. 0.02% Reduce -0.5% 3,610 $267K
CFO4Life Group, LLC 0.04% Reduce -2.0% 3,589 $266K
TrustWell Financial Advisors, LLC 0.26% — 3,586 $266K
W1M Asset Management Ltd 0.00% New 3,584 $265K
Clearview Wealth Advisors LLC 0.17% Add +14.6% 3,565 $264K
Duncker Streett & Co. Inc. 0.05% No change 3,565 $264K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -51.3% 3,559 $264K
Heritage Wealth Management, Inc. 0.07% New 3,558 $264K
LMG Wealth Partners, LLC 0.05% New 3,555 $263K
Chapman Financial Group, LLC 0.18% No change 3,542 $262K
Dimension Capital Management LLC 0.04% No change 3,530 $261K
Refined Wealth Management 0.18% New 3,517 $261K
Sunpointe, LLC 0.09% New 3,516 $260K
Kraft, Davis & Associates, LLC 0.06% Reduce -2.9% 3,504 $260K
Paulson Wealth Management Inc. 0.06% Add +3.5% 3,513 $260K
Intrua Financial, LLC 0.03% Add +13.7% 3,512 $260K
Black Diamond Financial, LLC 0.03% Add +2.2% 3,511 $260K
Pacifica Partners Inc. 0.12% Add +15.3% 3,504 $259K
J Hagan Capital, Inc. 0.14% Add +27.3% 3,500 $259K
Rockingstone Advisors LLC 0.12% No change 3,500 $259K
Inspire Advisors, LLC 0.02% New 3,482 $258K
Cane Capital Partners, LLC 0.11% — 3,481 $258K
Daviman Financial, LLC 0.15% — 3,474 $257K
Wincap Financial LLC 0.18% No change 3,449 $255K
Mainsail Financial Group, LLC 0.11% No change 3,448 $255K
Bank Ozk 0.09% No change 3,445 $255K
BLB&B Advisors, LLC 0.01% Reduce -13.6% 3,428 $254K
Koss-Olinger Consulting, LLC 0.02% Add +1.7% 3,413 $253K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -30.6% 3,409 $253K
Meriwether Wealth & Planning, LLC 0.14% Add +0.7% 3,400 $252K
Headinvest, LLC 0.05% Reduce -21.0% 3,388 $251K
Independent Advisor Alliance 0.01% Reduce -15.7% 3,387 $251K
Towerpoint Wealth, LLC 0.10% New 3,385 $251K
Fortune Financial Group, Inc. 0.25% — 3,058 $250K
Security National Bank of So Dak 0.12% No change 3,366 $249K
BNC Wealth Management, LLC 0.06% No change 3,355 $248K
Cullen/Frost Bankers, Inc. 0.00% Reduce -26.6% 3,340 $247K
Everpar Advisors LLC 0.09% No change 3,333 $247K
FFG Partners, LLC 0.07% Add +1.3% 3,318 $246K
Grantvest Financial Group LLC 0.16% Add +2.3% 3,288 $244K
Coastal Bridge Advisors, LLC 0.02% New 3,284 $243K
Unique Wealth, LLC 0.03% New 3,281 $243K
Professional Financial Advisors, LLC 0.05% New 3,265 $242K
One Degree Advisors Inc 0.07% Add +2.6% 3,266 $241K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,253 $241K
Idaho Trust Co 0.08% Reduce -28.2% 3,252 $241K
Insight Wealth Partners, LLC 0.10% Reduce -5.4% 3,249 $241K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -3.2% 3,223 $239K
Archer Investment Management, LLC 0.13% Reduce -10.1% 3,213 $238K
Indivisible Partners 0.03% — 3,193 $236K
Peterson Wealth Management 0.18% Add +1.3% 3,189 $236K
Mayfair Advisory Group, LLC 0.09% Add +9.3% 3,188 $236K
Baskin Financial Services Inc. 0.02% No change 3,185 $236K
rebel Financial LLC 0.10% Add +0.0% 3,171 $235K
Shepherd Street Advisors LLC 0.23% — 3,168 $235K
Mittelman Wealth Management 0.15% Reduce -37.7% 3,165 $234K
First Hawaiian Bank 0.03% No change 3,164 $234K
Key Financial Inc 0.04% Reduce -0.3% 3,149 $233K
Boston Family Office LLC 0.01% New 3,147 $233K
Shufro Rose & Co. LLC 0.02% Reduce -63.3% 3,142 $233K
Greenhouse Wealth Management, LLC 0.14% No change 3,140 $233K
Princeton Capital Management LLC 0.06% New 3,140 $233K
Eclectic Associates Inc. 0.04% Reduce -12.8% 3,132 $232K
Montecito Bank & Trust 0.04% Add +1.6% 3,097 $229K
Patten & Patten Inc. 0.01% No change 3,097 $229K
Vawter Financial, Ltd. 0.10% No change 3,066 $227K
CX Institutional 0.01% Add +8.4% 3,054 $226K
HRC Wealth Management, LLC 0.11% Add +12.7% 3,048 $226K
One Wealth Management Investment & Advisory Services, LLC 0.25% New 3,036 $225K
ORG Partners LLC 0.04% Reduce -4.7% 3,025 $224K
Indiana Trust & Investment Management Co 0.07% Add +0.1% 3,007 $223K
Nautilus Advisors LLC 0.15% No change 3,000 $222K
Signet Investment Advisory Group, Inc. 0.10% No change 3,000 $222K
Foundation Wealth Management, LLC\PA 0.08% Reduce -12.7% 2,999 $222K
Lockerman Financial Group, Inc. 0.43% Reduce -11.6% 2,992 $222K
Westchester Capital Management, Inc. 0.05% No change 2,988 $221K
Krilogy Financial LLC 0.01% Reduce -85.1% 2,963 $220K
Members Trust Co 0.01% No change 2,952 $219K
Moseley Investment Management Inc. 0.07% New 2,950 $219K
CLG LLC 0.05% Reduce -6.2% 2,943 $218K
Mainsail Asset Management, LLC 0.09% Add +0.4% 2,936 $217K
Turn8 Private Wealth Inc. 0.16% Add +0.4% 2,933 $217K
Strait & Sound Wealth Management LLC 0.08% Add +4.1% 2,921 $216K
Peachtree Investment Partners, LLC 0.07% No change 2,920 $216K
Spinnaker Investment Group, LLC 0.04% No change 2,914 $216K
Stone Wealth Partners 0.19% — 2,905 $215K
CWA Asset Management Group, LLC 0.01% New 2,899 $215K
Caitlin John, LLC 0.14% Add +1.4% 2,898 $215K
Naples Global Advisors, LLC 0.02% New 2,886 $214K
GM Advisory Group, LLC 0.01% No change 2,874 $213K
Kaizen Financial Strategies 0.09% Add +0.7% 2,873 $213K
Financial Symmetry Inc 0.09% Add +1.0% 2,872 $213K
Atlantic Union Bankshares Corp 0.00% Add +0.2% 2,801 $207K
New Millennium Group LLC 0.09% Add +45.5% 2,784 $206K
IFC & Insurance Marketing, Inc. 0.20% — 2,784 $206K
Hillcrest Wealth Advisors - NY, LLC 0.09% No change 2,775 $206K
Blueline Advisors LLC 0.17% — 2,774 $205K
Crews Bank & Trust 0.03% Add +289.7% 2,771 $205K
Berkshire Money Management, Inc. 0.02% New 2,751 $204K
SeaBridge Investment Advisors LLC 0.03% Add +1.8% 2,746 $203K
Woodmont Investment Counsel LLC 0.01% Reduce -8.8% 2,740 $203K
Synergy Asset Management, LLC 0.02% New 2,733 $202K
Glassman Wealth Services 0.03% Add +1.3% 2,723 $202K
Beacon Capital Management, LLC 0.03% New 2,702 $200K
Lowe Brockenbrough & Co. Inc. 0.01% No change 2,657 $197K
MCF Advisors LLC 0.01% New 2,656 $197K
LFA - Lugano Financial Advisors SA 0.10% Reduce -1.8% 2,575 $191K
Horizon Investments, LLC 0.00% No change 2,572 $191K
Concord Wealth Partners 0.02% Add +0.9% 2,405 $178K
Aspect Partners, LLC 0.08% Reduce -26.8% 2,390 $177K
Glen Eagle Advisors, LLC 0.02% Add +84.0% 2,383 $177K
Arlington Trust Co LLC 0.02% No change 2,380 $176K
Running Point Capital Advisors, LLC 0.05% No change 2,360 $175K
Ares Financial Consulting, LLC 0.16% — 2,322 $172K
Fourth Dimension Wealth, LLC 0.06% Reduce -9.5% 2,307 $171K
Legacy Wealth Managment, LLC 0.08% Reduce -1.9% 2,270 $168K
Family CFO Inc 0.07% New 2,250 $167K
Stone House Investment Management, LLC 0.03% Add +7.6% 2,248 $167K
Pinney & Scofield, Inc. 0.09% Add +1.3% 2,135 $158K
Rakuten Securities, Inc. 0.05% Add +269.8% 2,134 $158K
Murphy & Mullick Capital Management Corp 0.11% Reduce -8.5% 2,081 $154K
Union Savings Bank 0.07% — 2,078 $154K
Gen-Wealth Partners Inc 0.05% New 152,652 $153K
Rossmore Private Capital 0.01% No change 2,010 $149K
Montag A & Associates Inc. 0.01% New 2,000 $148K
Laurel Wealth Advisors LLC 0.02% New 1,997 $148K
POM Investment Strategies, LLC 0.07% New 1,907 $141K
Godfrey Financial Associates, Inc. 0.12% — 1,878 $139K
JDM Financial Group LLC 0.05% No change 1,855 $137K
Elgethun Capital Management 0.02% Add +9.1% 1,841 $136K
Front Row Advisors LLC 0.04% Add +0.1% 1,810 $134K
Parkside Financial Bank & Trust 0.01% Reduce -52.5% 1,765 $131K
Hamrick Investment Counsel, llc 0.10% — 1,730 $128K
KERR FINANCIAL PLANNING Corp 0.17% Reduce -15.8% 1,665 $124K
Financial Network Wealth Advisors LLC 0.12% No change 1,616 $120K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -16.2% 1,580 $117K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,505 $111K
Red Lighthouse Investment Management, LLC 0.04% Reduce -4.2% 1,499 $111K
Ameliora Wealth Management Ltd. 0.03% No change 1,443 $107K
Signature Equity Partners, LLC 0.06% — 1,415 $105K
Darwin Wealth Management, LLC 0.03% Add +0.8% 1,412 $105K
Evolution Wealth Management Inc. 0.09% Add +108.4% 1,411 $105K
Aventura Private Wealth, LLC 0.04% Reduce -0.9% 1,357 $101K
Proathlete Wealth Management LLC 0.03% Add +111.6% 1,297 $96K
Acima Private Wealth, LLC 0.03% Reduce -2.2% 1,278 $95K
Valley Wealth Managers, Inc. 0.01% Reduce -9.4% 1,252 $93K
Reyes Financial Architecture, Inc. 0.06% Add +68.4% 1,243 $92K
Sunbelt Securities, Inc. 0.01% Add +0.1% 1,239 $92K
Kelleher Financial Advisors 0.02% Add +188.2% 1,225 $91K
Tsfg, LLC 0.01% Reduce -9.3% 1,212 $90K
Investors Research Corp 0.02% No change 1,209 $90K
Park Place Capital Corp 0.02% Reduce -15.7% 1,194 $88K
Golden State Wealth Management, LLC 0.01% Reduce -48.6% 1,187 $88K
Perkins Coie Trust Co 0.02% No change 1,155 $86K
Whittier Trust Co. 0.00% Add +5.7% 1,150 $85K
Wellington Grp LLC 0.03% — 1,137 $84K
American National Bank & Trust 0.01% Reduce -9.7% 1,114 $83K
Chesapeake Asset Management LLC 0.07% Add +109.8% 1,068 $79K
Gilpin Wealth Management, LLC 0.06% — 1,000 $74K
Asset Dedication, LLC 0.00% New 1,000 $74K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 989 $73K
Tidemark, LLC 0.02% Reduce -1.3% 981 $73K
Financial Freedom, LLC 0.04% Add +1.4% 974 $72K
Investors Portfolio Services LLC 0.06% — 965 $71K
Coastline Trust Co 0.01% Reduce -2.0% 898 $67K
Ogorek Anthony Joseph /NY/ 0.02% Add +1.3% 879 $65K
Fortis Group Advisors, LLC 0.01% No change 845 $63K
Halbert Hargrove Global Advisors, LLC 0.00% Add +26766.7% 806 $60K
Birchwood Financial Partners, Inc. 0.06% — 795 $59K
MidFirst Bank 0.00% — 773 $57K
Trust Co. of Toledo NA 0.01% No change 769 $57K
Maseco LLP 0.00% New 762 $56K
Go Invest LLC 0.02% — 733 $54K
Dagco, Inc. 0.01% Add +1.3% 720 $53K
Graney & King, LLC 0.03% No change 709 $53K
Pittenger & Anderson Inc. 0.00% New 691 $51K
Biltmore Family Office, LLC 0.01% No change 690 $51K
Teachers Insurance & Annuity Association of America 0.06% New 688 $51K
TCTC Holdings, LLC 0.00% No change 688 $51K
McGuire Capital Advisors Inc. 0.03% — 687 $51K
Howe & Rusling Inc. 0.00% Reduce -29.1% 679 $50K
Hurley Capital, LLC 0.03% No change 659 $49K
Activest Wealth Management 0.01% Add +0.8% 651 $48K
Center for Financial Planning, Inc. 0.00% No change 631 $47K
Peoples Financial Services Corp. 0.02% No change 619 $46K
Kingdom Financial Group LLC. 0.01% New 584 $43K
Steigerwald, Gordon & Koch Inc. 0.00% New 582 $43K
GHP Investment Advisors, Inc. 0.00% No change 575 $43K
YANKCOM Partnership 0.02% Reduce -13.0% 550 $41K
Hoese & Co LLP 0.03% No change 540 $40K
Mb, Levis & Associates, LLC 0.02% Add +1.4% 498 $37K
Turim 21 Investimentos Ltda. 0.01% Reduce -8.5% 484 $36K
Keating Financial Advisory Services, Inc. 0.00% — 479 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
Safe Harbor Fiduciary, LLC 0.03% — 472 $35K
FAS Wealth Partners, Inc. 0.00% Add +1064.1% 454 $34K
Orion Capital Management LLC 0.01% No change 428 $32K
Hantz Financial Services, Inc. 0.00% Reduce -70.3% 422 $31K
Basecamp Wealth Advisors LLC 0.01% — 414 $31K
Physician Wealth Advisors, Inc. 0.00% Add +0.3% 407 $30K
Three Bearings Fiduciary Advisors, Inc. 0.03% — 402 $30K
CKW Financial Group 0.00% New 372 $28K
Financial Gravity Asset Management, Inc. 0.01% Reduce -18.5% 370 $27K
Tower View Wealth Management LLC 0.01% Add +1.4% 366 $27K
Wilkerson Advisory Group LLC 0.01% — 354 $26K
Hilton Head Capital Partners, LLC 0.02% — 353 $26K
MPWM Advisory Solutions, LLC 0.01% Add +0.3% 351 $26K
Cheviot Value Management, LLC 0.00% No change 343 $25K
Bank & Trust Co 0.02% No change 323 $24K
Bangor Savings Bank 0.00% No change 320 $24K
Founders Financial Alliance, LLC 0.00% Reduce -85.8% 319 $24K
Ameriflex Group, Inc. 0.01% Reduce -51.4% 312 $23K
Delos Wealth Advisors, LLC 0.01% No change 300 $22K
Bayban 0.02% — 299 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 300 $22K
CoreFirst Bank & Trust 0.01% No change 288 $21K
Pflug Koory, LLC 0.01% Add +1.2% 260 $19K
Bollard Group LLC 0.00% Add +1.6% 256 $19K
Davis Capital Management 0.01% No change 255 $19K
Transce3nd, LLC 0.15% No change 252 $19K
IMG Wealth Management, Inc. 0.01% New 250 $19K
Key Capital Management, INC 0.02% — 245 $18K
Sofi Wealth, LLC 0.00% Add +3.6% 231 $17K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
Russell Investments Group, Ltd. 0.00% Add +1733.3% 220 $16K
Eq Wealth Advisors, LLC 0.01% New 208 $15K
Operose Advisors LLC 0.00% No change 208 $15K
Lummis Asset Management, LP 0.01% No change 206 $15K
Financial Consulate, Inc. 0.00% No change 200 $15K
Trifecta Capital Advisors, LLC 0.00% No change 191 $14K
Nova Wealth Management, Inc. 0.01% New 186 $14K
Millstone Evans Group, LLC 0.01% No change 184 $14K
Bellevue Asset Management, LLC 0.00% No change 181 $13K
Capital Advisors, Ltd. LLC 0.00% No change 180 $13K
Cypress Capital Management LLC (WY) 0.01% Reduce -12.5% 175 $13K
Turning Point Benefit Group, Inc. 0.01% New 165 $12K
Ransom Advisory, Ltd 0.00% New 162 $12K
RHL Group, LLC 0.01% — 159 $12K
Smallwood Wealth Investment Management, LLC 0.01% No change 155 $11K
Whittier Trust Co. of Nevada Inc. 0.00% No change 149 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 145 $11K
Nemes Rush Group LLC 0.00% New 143 $11K
SHP Wealth Management 0.00% — 141 $10K
Arvest Investments, Inc. 0.00% No change 139 $10K
Vision Retirement, LLC 0.00% — 133 $10K
IAG Wealth Partners, LLC 0.00% No change 123 $9K
HighMark Wealth Management LLC 0.00% Add +12.6% 116 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 113 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 108 $8K
Camelot Portfolios, LLC 0.00% New 105 $8K
Garton & Associates Financial Advisors LLC 0.00% — 100 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 99 $7K
Greykasell Wealth Strategies, Inc. 0.00% New 95 $7K
Eukles Asset Management 0.00% No change 85 $6K
Quaker Wealth Management, LLC 0.00% Add +25.0% 80 $6K
Benson Wealth Management INC 0.01% — 79 $6K
Conquis Financial LLC 0.00% No change 76 $6K
Tradewinds Capital Management, LLC 0.00% New 75 $6K
First Financial Corp. 0.00% No change 73 $5K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Richardson Capital Management LLC 0.00% No change 62 $5K
Winnacle Wealth LLC 0.00% New 60 $5K
Burkett Financial Services, LLC 0.00% New 56 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Mountain Hill Investment Partners Corp. 0.00% Add +1.9% 55 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 53 $4K
Byrne Asset Management LLC 0.00% Add +2.0% 51 $4K
Rosenberg Matthew Hamilton 0.00% No change 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Plante Moran Financial Advisors, LLC 0.00% Reduce -90.1% 46 $3K
Kohmann Bosshard Financial Services, LLC 0.00% New 44 $3K
NFSG Corp 0.00% No change 32 $2K
Hoey Investments, Inc. 0.00% No change 26 $2K
GAMMA Investing LLC 0.00% No change 24 $2K
Bernard Wealth Management Corp. 0.00% Reduce -61.0% 23 $2K
Monetary Solutions, Ltd 0.00% — 21 $2K
Curio Wealth, LLC 0.00% New 20 $1K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% No change 18 $1K
Cornerstone Wealth Partners, LLC 0.00% — 16 $1K
Affinity Wealth LLC 0.00% No change 15 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Fortitude Family Office, LLC 0.00% New 13 $963
Security National Bank 0.00% Reduce -98.9% 10 $741
Morton Brown Family Wealth, LLC 0.00% No change 9 $667
Compass Financial Services Inc 0.00% No change 8 $609
Atlas Capital Advisors Inc. 0.00% — 8 $604
Peterson Wealth Services 0.00% Reduce -99.5% 6 $444
Team Financial Group, LLC 0.00% No change 6 $417
Adkins Seale Capital Management LLC 0.00% — 4 $296
Highline Wealth Partners LLC 0.00% Reduce -99.7% 2 $148
Financial Connections Group, Inc. 0.00% No change 12 $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.