Vanguard Total Bond MarketBNDETF

13F holders, Q1 2026 (March 31)
1,780holders −17
122new positions
132sold out
4famous investors
$73.56avg. 13F price*

At the end of Q1 2026, 1,780 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, down 17 from Q4 2025. 122 opened new positions and 132 sold out. The largest holders were JPMorgan Chase & Co. ($10.5B), Northwestern Mutual Wealth Management Co. ($9.9B) and Morgan Stanley ($9.2B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions122$333.9M
Exits132$423.5M

All 13F filers, Q4 2025 → Q1 2026: 67,097,367 shares bought and 45,547,335 shares sold, net +21,550,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,780 holders

JPMorgan Chase & Co. 0.71% Add +2.3% 142,837,967 $10.5B
Northwestern Mutual Wealth Management Co. 6.11% Add +3.0% 134,816,565 $9.9B
Morgan Stanley 0.56% Add +0.1% 125,018,604 $9.2B
Creative Planning 6.06% Add +3.1% 121,385,406 $8.9B
Vanguard Advisers Inc. 16.21% — 56,134,617 $4.1B
Wells Fargo & Company 0.38% Add +5.6% 26,033,142 $1.9B
Bank of America Corp. 0.14% Add +7.2% 25,672,831 $1.9B
Allworth Financial LP 7.24% Add +13.7% 24,193,579 $1.8B
Envestnet Asset Management Inc. 0.47% Add +11.2% 23,879,834 $1.8B
LPL Financial LLC 0.37% Add +2.7% 19,093,602 $1.4B
Sei Investments Co. 1.26% Add +4.3% 18,628,006 $1.4B
Vanguard Global Advisers, LLC 0.67% — 17,033,303 $1.3B
Savant Capital, LLC 6.00% Add +109.5% 16,874,567 $1.2B
Goldman Sachs Group Inc. 0.13% Reduce -3.7% 13,731,470 $1.0B
Manufacturers Life Insurance Company, The 0.78% Reduce -6.0% 12,121,494 $892.6M
Vanguard Capital Management LLC 0.02% — 11,054,067 $814.0M
Arizona PSPRS Trust 26.74% Add +0.6% 9,869,636 $726.8M
Ameriprise Financial Inc. 0.16% Add +58.5% 9,443,157 $695.0M
Mastercard Foundation Asset Management Corp. 1.94% No change 8,862,905 $652.7M
Pure Financial Advisors, LLC 9.21% Add +8.5% 8,627,785 $635.4M
CBIZ Investment Advisory Services, LLC 23.10% Add +7.2% 8,579,414 $631.8M
BlackRock, Inc. 0.01% Reduce -0.4% 8,538,607 $628.8M
Raymond James Financial Inc. 0.18% Add +0.3% 7,756,971 $571.2M
Cetera Investment Advisers 0.60% Reduce -0.8% 7,625,939 $561.6M
Facet Wealth, Inc. 9.08% Add +7.2% 7,113,723 $523.9M
UBS Group AG 0.09% Add +8.8% 6,762,413 $498.0M
Royal Bank of Canada 0.08% Add +2.3% 5,577,371 $410.7M
State Street Corp. 0.01% Add +3.0% 5,348,975 $393.9M
Corient Private Wealth LP 0.55% Add +25.1% 5,230,610 $381.2M
Assetmark, Inc. 0.74% Add +6.8% 4,951,598 $364.6M
Composition Wealth, LLC 4.29% Add +39.9% 4,241,740 $312.4M
Jones Financial Companies LLLP 0.15% Add +17.5% 4,207,293 $307.6M
HighTower Advisors, LLC 0.32% Reduce -0.4% 4,053,484 $298.5M
M&T Bank Corp 0.97% Add +4.8% 4,019,694 $296.0M
PNC Financial Services Group, Inc. 0.15% Reduce -3.1% 3,622,747 $266.8M
Franklin Resources Inc. 0.07% Reduce -0.8% 3,600,796 $265.2M
Retirement Systems of Alabama 0.79% Add +7.1% 3,215,296 $236.8M
Alesco Advisors, LLC, An ESL Co 5.16% Add +8.0% 2,748,378 $202.4M
Cambridge Investment Research Advisors, Inc. 0.51% Add +9.0% 2,707,953 $199.4M
First Financial Bankshares Inc 3.95% Add +0.4% 2,655,286 $195.5M
MML Investors Services, LLC 0.54% Reduce -5.0% 2,644,586 $194.7M
Beacon Pointe Advisors, LLC 1.02% Add +50.5% 2,599,326 $191.4M
Truist Financial Corp. 0.26% Reduce -6.7% 2,596,461 $191.2M
Stairway Partners, LLC 9.82% Add +2.9% 2,573,111 $189.5M
Choreo, LLC 2.21% Add +13.0% 2,439,340 $179.6M
Foster Group, Inc. 5.34% Add +5.3% 2,434,537 $179.3M
RiverFront Investment Group, LLC 2.73% Add +0.8% 2,395,967 $176.4M
Osaic Holdings, Inc. 0.25% Add +9.6% 2,359,609 $173.8M
Oakworth Capital, Inc. 8.60% Add +6.2% 2,206,842 $162.5M
Alaska Permanent Capital Management, LLC 11.31% Add +16.7% 2,192,270 $161.4M
Voya Financial Advisors, Inc. 15.72% Add +6.7% 2,156,873 $157.7M
Ritholtz Wealth Management 2.71% Add +11.4% 2,122,005 $156.3M
Mariner, LLC 0.18% Add +25.5% 2,113,128 $155.6M
McMorgan & Co. LLC 23.77% Add +1.5% 1,995,233 $146.9M
Patriot Investment Management Group, Inc. 8.89% Add +6.1% 1,889,555 $139.1M
Vestmark Advisory Solutions, Inc. 1.49% Add +2.1% 1,825,484 $134.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.52% — 1,822,695 $134.2M
Commonwealth Equity Services, LLC 0.19% Add +7.6% 1,817,727 $133.9M
Apella Capital, LLC 1.98% Add +8.6% 1,796,418 $133.0M
Verus Financial Partners, Inc. 11.80% Add +4.2% 1,782,940 $131.5M
Capstone Financial Advisors, Inc. 7.03% Add +0.3% 1,771,936 $130.5M
GenTrust, LLC 5.51% Add +11.9% 1,748,560 $128.8M
Wealthfront Advisers LLC 0.28% Reduce -1.1% 1,733,719 $127.7M
Betterment LLC 0.22% Reduce -6.8% 1,601,843 $118.0M
Chandler Asset Management, Inc. 17.78% Reduce -5.4% 1,591,957 $117.2M
AMG National Trust Bank 2.53% Add +10.4% 1,583,689 $116.6M
Trajan Wealth LLC 4.63% Add +9.4% 1,556,487 $114.6M
Bogart Wealth, LLC 4.39% Reduce -4.2% 1,545,387 $113.8M
Efficient Advisors, LLC 8.07% Add +2.1% 1,543,560 $113.7M
Victory Capital Management Inc. 0.07% Add +73.8% 1,540,374 $113.4M
Global Endowment Management, LP 12.26% Reduce -20.6% 1,491,319 $109.8M
Lutz Financial Services LLC 7.08% Add +5.0% 1,431,140 $105.4M
Integrated Wealth Concepts LLC 0.84% Add +23.6% 1,426,107 $105.0M
Stratos Wealth Partners, LTD. 1.20% Reduce -9.1% 1,424,547 $104.9M
Kestra Advisory Services, LLC 0.39% Add +9.7% 1,406,434 $103.6M
Prime Capital Investment Advisors, LLC 1.20% Add +6.0% 1,403,857 $103.4M
CoreCap Advisors, LLC 3.48% Reduce -1.1% 1,388,516 $102.3M
Bryn Mawr Trust Advisors, LLC 4.81% Add +3.7% 1,346,630 $99.2M
Envestnet Portfolio Solutions, Inc. 0.54% Reduce -12.9% 1,319,664 $97.2M
Baker Avenue Asset Management, LP 2.21% Add +2.7% 1,316,515 $96.9M
Pathstone Holdings, LLC 0.39% Add +1.5% 1,316,285 $96.9M
Financial Advisors Network, Inc. 13.16% Add +17.3% 1,294,629 $95.3M
Alliancebernstein L.P. 0.03% Add +66.1% 1,286,917 $95.3M
Prudential Financial Inc. 0.12% Add +0.8% 1,272,662 $93.7M
Alaska Wealth Advisors, LLC 10.53% Add +5.1% 1,190,886 $87.7M
B & T Capital Management DBA Alpha Capital Management 12.27% Add +5.7% 1,149,292 $84.6M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -20.6% 1,144,831 $83.0M
Fifth Third Bancorp 0.15% Add +769.7% 1,123,323 $82.7M
Alps Advisors Inc. 0.39% Reduce -12.2% 1,121,934 $82.6M
AllGen Financial Advisors, Inc. 19.60% Add +3.3% 1,121,593 $82.6M
Mercer Global Advisors Inc. 0.12% Reduce -4.3% 1,115,685 $82.2M
NEOS Investment Management LLC 0.41% Add +25.6% 1,107,859 $81.3M
Pacific Capital Wealth Advisors, Inc. 13.64% Add +6.8% 1,102,510 $81.2M
Constellation Investments, Inc. 2.69% New 1,100,000 $81.0M
Burrus Financial Services, Inc. 36.38% Add +132.4% 1,079,257 $79.5M
Focus Partners Wealth 0.09% Add +2.1% 1,072,338 $79.0M
Jane Street Group, LLC 0.09% Add +11540.2% 1,071,832 $78.9M
Merit Financial Group, LLC 0.57% Add +3.1% 1,047,183 $77.1M
Partners in Financial Planning 12.78% Add +6.3% 1,046,572 $77.1M
Cerity Partners LLC 0.11% Add +6.1% 1,036,060 $76.3M
Stifel Financial Corp. 0.07% Add +35.9% 1,031,002 $75.9M
EP Wealth Advisors, LLC 0.36% Add +32.5% 1,004,275 $74.0M
NewEdge Advisors, LLC 0.26% Reduce -9.3% 986,959 $72.7M
US Bancorp \de 0.09% Reduce -2.7% 984,794 $72.5M
Rational Advisors, Inc. 7.76% Reduce -0.2% 968,610 $71.3M
Trust Co 6.66% Add +2.1% 965,242 $71.1M
Financial Engines Advisors L.L.C. 0.14% Reduce -7.3% 960,042 $70.7M
Apriem Advisors 6.57% Reduce -9.5% 935,329 $68.9M
BTC Capital Management, Inc. 4.61% Add +6.2% 925,778 $68.2M
Brio Consultants, LLC 8.29% Add +3.8% 925,546 $67.8M
Bank of New York Mellon Corp 0.01% Reduce -82.2% 919,306 $67.7M
Joule Financial, LLC 19.68% Add +2.1% 917,595 $67.6M
TSG Advice Partners, LLC 9.99% Add +27.8% 905,636 $66.7M
Zhang Financial LLC 2.29% Add +30.0% 899,249 $66.2M
Cornerstone Investment Partners, LLC 2.73% Reduce -0.1% 883,154 $65.0M
Armstrong Advisory Group, Inc. 4.16% Reduce -33.1% 843,135 $62.1M
Symmetry Partners, LLC 3.50% Add +13.1% 832,346 $61.3M
Rockbridge Investment Management, LCC 5.48% Add +1.0% 828,114 $61.0M
Soltis Investment Advisors LLC 3.92% Reduce -9.6% 817,815 $60.2M
Farmers & Merchants Investments Inc. 1.64% Add +2.6% 808,536 $59.5M
Gilbert & Cook, Inc. 7.68% Add +3.6% 807,177 $59.4M
Boston Standard Wealth Management, LLC 9.59% Reduce -13.4% 797,786 $58.6M
Acropolis Investment Management, LLC 2.57% Reduce -24.0% 790,110 $58.2M
Ocean Park Asset Management, LLC 3.36% Reduce -47.6% 789,600 $58.1M
Newton One Investments LLC 15.72% Add +3.5% 786,765 $57.9M
Eagle Rock Investment Company, LLC 8.39% Add +1.6% 783,746 $57.7M
Lockheed Martin Investment Management Co. 2.11% Add +8.6% 782,000 $57.6M
Steele Capital Management, Inc. 2.32% Add +36.0% 760,472 $56.0M
Wealthspire Advisors, LLC 0.43% Add +3.0% 749,709 $55.2M
Twele Capital Management, Inc. 9.83% Add +1.5% 748,499 $55.1M
Elm Partners Management LLC 2.37% Reduce -24.8% 745,556 $54.8M
Trilogy Capital Inc. 2.43% Add +3.1% 739,826 $54.5M
Farther Finance Advisors, LLC 0.51% Reduce -20.8% 738,514 $54.2M
Cambridge Advisors Inc. 10.44% Add +0.0% 730,638 $53.8M
Avior Wealth Management, LLC 1.53% Add +49.3% 730,405 $53.8M
Bluestem Financial Advisors, LLC 20.64% Reduce -2.6% 725,952 $53.5M
West Financial Advisors, LLC 8.99% Add +0.9% 719,344 $53.0M
Essential Planning, LLC. 16.77% Reduce -2.7% 716,173 $52.7M
Cambridge Associates LLC /Ma/ 0.84% Reduce -0.5% 713,200 $52.5M
SimpliFi, Inc. 21.38% Add +1.7% 691,501 $50.9M
Amicus Financial Advisors, LLC 13.95% Add +2.0% 687,727 $50.6M
GuidedMoney, LLC 26.55% Add +4.1% 686,802 $50.6M
Rainey & Randall Wealth Advisors Inc. 8.13% Add +2.3% 679,323 $50.0M
Crewe Advisors LLC 4.23% Add +11.3% 672,981 $49.6M
Compound Planning, Inc. 1.53% Reduce -12.2% 671,518 $49.5M
Arkos Global Advisors 6.18% Reduce -1.4% 668,994 $49.3M
OneDigital Investment Advisors LLC 0.48% Add +15.6% 667,292 $49.1M
Howard Capital Management, LLC 0.80% No change 661,100 $48.7M
Roble, Belko & Company, Inc 6.05% Add +35.1% 646,202 $47.6M
Silver Oak Advisory Group, Inc. 20.03% Add +6.2% 630,752 $46.4M
Raffa Wealth Management, LLC 7.25% Reduce -0.0% 630,092 $46.4M
Horizon Bancorp Inc. 22.14% Add +5.3% 624,975 $46.0M
Boston Partners 0.05% New 616,170 $45.4M
ALM First Financial Advisors, LLC 8.07% Add +18.1% 611,049 $45.0M
Jordan Park Group LLC 2.40% Add +15.1% 610,934 $45.0M
Gridiron Partners, LLC 26.44% Reduce -0.4% 589,666 $43.3M
Tectonic Advisors LLC 2.28% Reduce -0.8% 585,128 $43.1M
Snowden Capital Advisors LLC 1.14% Add +200.9% 581,483 $42.8M
Charles Schwab Trust Co 2.77% Add +15.7% 580,915 $42.8M
Tompkins Financial Corp. 3.36% Add +51.9% 573,704 $42.2M
&partners 0.20% Reduce -0.1% 558,331 $41.1M
Riversedge Advisors, LLC 6.61% Reduce -17.2% 554,605 $40.8M
RFG Advisory, LLC 0.74% Reduce -1.8% 549,980 $40.5M
Financial Management Professionals, Inc. 4.47% Add +5.3% 541,119 $39.8M
Aspiriant, LLC 1.13% Add +2.8% 540,891 $39.8M
Manning & Napier Advisors LLC 0.56% Add +5.7% 538,041 $39.6M
Capital Asset Advisory Services LLC 1.52% Add +81.8% 533,714 $39.5M
TD Capital Management LLC 3.50% Add +0.8% 527,933 $38.9M
Stordahl Capital Management, Inc. 7.92% Add +1.5% 522,354 $38.5M
Addison Capital Co 6.77% Add +54.5% 517,197 $38.1M
Astoria Strategic Wealth, Inc. 9.65% Reduce -0.1% 516,444 $38.0M
Brown Advisory Inc. 0.06% Add +49.0% 510,772 $37.6M
Sherwood Financial Partners, LLC 32.68% Add +2.0% 501,939 $37.0M
MA Private Wealth 6.15% Add +28.8% 493,776 $36.4M
Level Wealth Management LLC 16.90% Add +16.2% 490,003 $36.1M
N.E.W. Advisory Services LLC 2.67% Add +2.0% 484,880 $35.7M
Tenon Financial LLC 13.91% Add +11.8% 480,853 $35.4M
Cahill Financial Advisors Inc. 3.81% Reduce -20.5% 477,762 $35.2M
Index Fund Advisors, Inc. 1.58% Reduce -1.2% 477,240 $35.1M
Evolve Private Wealth, LLC 1.88% Reduce -17.4% 476,895 $35.1M
Carr Financial Group Corp 9.20% Add +9.0% 473,626 $34.9M
Cerity Partners Retirement Plan Advisors LLC 17.62% — 469,254 $34.5M
Strategic Advisory Partners, LLC 27.13% Add +4.8% 468,222 $34.5M
Private Advisor Group, LLC 0.16% Add +6.2% 467,161 $34.4M
Bare Financial Services, Inc 8.94% Add +6.4% 459,348 $33.8M
FMR LLC 0.00% Add +48.2% 458,053 $33.7M
Bluespring Wealth Management, LLC 2.86% Add +1.8% 451,083 $33.2M
Gotham Asset Management 0.10% Add +18.7% 447,772 $33.0M
True Freedom Investing, LLC 2.52% Add +186.2% 445,436 $32.8M
Sound Stewardship, LLC 14.89% Add +5.6% 441,418 $32.5M
Kavar Capital Partners Group, LLC 4.02% New 435,548 $32.1M
Eaton-Cambridge Inc. 10.02% Reduce -14.4% 434,861 $32.0M
Global Wealth Strategies & Associates 7.86% Add +7.5% 434,311 $32.0M
Captrust Financial Advisors 0.06% Add +14.8% 433,805 $31.9M
NewSquare Capital LLC 2.77% Add +4.7% 431,128 $31.7M
Kwmg, LLC 2.65% Add +4.3% 430,249 $31.7M
Dynamic Advisor Solutions LLC 0.97% Add +4.4% 417,425 $30.7M
Gibson Wealth Advisors LLC 20.53% Add +3.9% 416,044 $30.6M
Pinnacle Associates Ltd. 0.39% Add +5.7% 412,148 $30.4M
Prestige Wealth Management Group LLC 5.94% Add +5.7% 410,884 $30.3M
Great Waters Wealth Management 3.19% Reduce -4.6% 409,862 $30.2M
Principal Securities, Inc. 0.44% Add +2.4% 407,882 $30.0M
Werba Rubin Papier Wealth Management 4.17% Add +12.7% 406,443 $29.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +759607.6% 402,645 $29.7M
Visionary Wealth Advisors 1.31% Add +6.1% 400,714 $29.5M
Baron Silver Stevens Financial Advisors, LLC 4.28% Add +9.6% 400,097 $29.5M
Summit Wealth Group, LLC 6.74% Add +5.1% 399,043 $29.4M
Pinkerton Wealth, LLC 2.62% Add +128.3% 388,685 $28.8M
Bleakley Financial Group, LLC 0.45% Add +225.2% 389,275 $28.7M
BHK Investment Advisors, LLC 9.57% Add +0.5% 388,947 $28.6M
KRM Wealth Management L.L.C. 14.80% Add +12.6% 385,737 $28.4M
White Lighthouse Investment Management Inc. 3.92% Add +3.3% 383,389 $28.2M
Wesbanco Bank Inc. 0.78% Add +11.8% 382,924 $28.2M
G2 Capital Management, LLC / Oh 6.85% Add +1.7% 382,675 $28.2M
Transamerica Financial Advisors, LLC 2.39% Reduce -6.5% 380,955 $28.1M
Financiere des Professionnels - Fonds d'investissement inc. 1.65% Reduce -5.0% 380,700 $28.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.23% Reduce -51.4% 378,907 $27.9M
BlueStem Wealth Partners, LLC 3.09% Add +29.8% 377,904 $27.8M
Ameraudi Asset Management, Inc. 15.04% Add +12.4% 375,658 $27.7M
Beacon Harbor Wealth Advisors, Inc. 5.79% Add +4.3% 375,214 $27.6M
Sightline Wealth Advisors, LLC 11.57% Add +3.5% 371,207 $27.3M
Legacy Private Trust Co. 1.69% Add +1.4% 371,006 $27.3M
Tiaa Trust, National Association 1.66% Reduce -84.0% 370,015 $27.2M
Natixis Advisors, LLC 0.04% Add +14.1% 369,109 $27.2M
Fifth Third Securities, Inc. 1.73% Add +1.4% 363,057 $26.7M
Hills Bank & Trust Co 1.28% Add +2.2% 360,158 $26.5M
New Jersey Better Educational Savings Trust 42.87% Reduce -5.0% 354,594 $26.1M
Independent Financial Group, LLC 0.58% Add +109.1% 353,289 $26.0M
Rockefeller Capital Management L.P. 0.05% Reduce -8.7% 351,667 $25.9M
D.A. Davidson & Co. 0.16% Add +9.5% 350,377 $25.8M
Karpus Management, Inc. 0.80% Reduce -47.4% 349,587 $25.7M
Foster & Motley Inc. 1.33% Add +17.9% 349,392 $25.7M
Luminvest Wealth Management LLC 6.70% Add +10.1% 347,721 $25.6M
Fonville Wealth Management LLC 4.85% Add +0.3% 345,744 $25.5M
Mallini Complete Financial Planning LLC 21.94% Add +8.5% 345,212 $25.4M
Waverly Advisors, LLC 0.19% Add +0.6% 342,399 $25.2M
Aletheian Wealth Advisors LLC 12.20% — 339,926 $25.0M
Regent Peak Wealth Advisors LLC 5.05% Add +7.4% 336,345 $24.8M
Wealth Analytics Partners, LLC 10.03% Add +7.2% 335,035 $24.7M
Smithfield Trust Co 1.07% Add +3.5% 333,211 $24.5M
Prudent Man Advisors, LLC 7.34% Reduce -6.1% 332,164 $24.5M
WBH Advisory Inc. 1.82% Reduce -6.6% 330,479 $24.3M
SCS Capital Management LLC 0.25% Reduce -28.3% 325,719 $24.0M
Five Pine Wealth Management 14.81% Add +4.2% 323,481 $23.8M
Smartleaf Asset Management LLC 0.86% Add +69.7% 322,625 $23.7M
Greenbush Financial Group, LLC 7.79% Add +13.8% 319,615 $23.5M
Ellevest, Inc. 3.26% Add +9.8% 318,149 $23.4M
Janney Montgomery Scott LLC 0.06% Add +13.2% 316,089 $23.3M
Sanctuary Advisors, LLC 0.13% Add +13.9% 315,208 $23.2M
Vermillion Wealth Management, Inc. 9.21% Reduce -5.5% 314,124 $23.1M
Estate Counselors, LLC 2.06% Add +56.6% 313,820 $23.1M
Atria Investments, Inc 0.26% Add +12.1% 312,565 $23.0M
Golden Bell Financial Planning LLC 18.33% Add +5.7% 312,305 $23.0M
Atmos Advisory, LLC 12.84% Add +9.0% 307,025 $22.6M
Brookstone Capital Management 0.25% Add +83.5% 297,408 $21.9M
Leavell Investment Management, Inc. 0.90% Add +7.6% 297,401 $21.9M
Ameritas Investment Partners, Inc. 0.67% Reduce -0.7% 297,223 $21.9M
Bank of Montreal 0.01% Reduce -7.0% 294,841 $21.7M
Nicolet Bankshares Inc. 0.80% Add +1184.4% 294,602 $21.6M
Laird Norton Wetherby Trust Company, LLC 0.47% Add +66.2% 291,378 $21.5M
Bank of Hawaii 1.12% Add +4.0% 290,664 $21.4M
Veery Capital, LLC 6.50% Add +5.2% 287,876 $21.2M
Rwa Wealth Partners, LLC 0.23% Add +11.2% 287,051 $21.1M
Steward Partners Investment Advisory, LLC 0.11% Add +3.9% 285,353 $21.0M
Greenspring Advisors, LLC 1.27% Add +8.5% 283,302 $20.9M
Hobart Private Capital, LLC 4.10% Reduce -1.7% 283,189 $20.9M
Cherry Tree Wealth Management, LLC 4.37% Add +3.1% 280,718 $20.7M
Benjamin Edwards Inc. 0.20% Reduce -0.5% 279,601 $20.6M
Citigroup Inc. 0.01% Reduce -43.7% 279,427 $20.6M
Meridian Wealth Management, LLC 0.73% Add +2.1% 277,700 $20.4M
Rogco, LP 6.78% Add +10.9% 275,613 $20.3M
Allspring Global Investments Holdings, LLC 0.03% Reduce -23.9% 274,461 $20.2M
Acorn Wealth Advisors, LLC 5.89% Add +3.0% 274,366 $20.2M
Huntington National Bank 0.15% New 269,588 $19.9M
Barclays PLC 0.01% Reduce -20.5% 266,159 $19.6M
JFS Wealth Advisors, LLC 1.10% Add +2.1% 265,985 $19.6M
United Capital Financial Advisors, LLC 0.12% Add +3.7% 263,301 $19.4M
VestGen Advisors, LLC 0.54% Add +4507.5% 264,104 $19.3M
Financial Architects, LLC 10.18% Add +4.8% 262,008 $19.3M
McNaughton Wealth Management, LLC 7.90% Add +3.5% 259,283 $19.1M
Bfsg, LLC 1.80% Add +11.1% 258,311 $19.0M
Altura Wealth Advisors Inc. 8.21% Add +3.2% 255,450 $18.8M
Thrivent Financial for Lutherans 0.04% Add +78.4% 254,823 $18.8M
TLT Family Holdco ULC 2.59% Add +25.2% 254,300 $18.7M
Courage Miller Partners, LLC 5.26% Add +1.4% 252,934 $18.6M
Madrona Financial Services, LLC 4.06% Add +43.3% 251,636 $18.5M
HUB Investment Partners, LLC 0.45% Add +2194.6% 251,302 $18.5M
Vannoy Advisory Group, Inc. 11.68% Add +1.7% 250,614 $18.5M
IMA Advisory Services, Inc. 1.79% Add +2.5% 248,875 $18.3M
Modera Wealth Management, LLC 0.22% Add +4.0% 246,982 $18.2M
Advyzon Investment Management, LLC 1.62% Add +11.7% 246,197 $18.1M
Aspire Capital Advisors LLC 4.06% Add +12.1% 244,867 $18.0M
Galvin, Gaustad & Stein, LLC 1.46% Reduce -0.3% 244,835 $18.0M
Prospera Capital Management, LLC 9.02% Add +6.4% 244,675 $18.0M
Roundview Capital LLC 1.12% Add +6.4% 243,170 $17.9M
OneAscent Financial Services LLC 0.96% Add +261.5% 240,334 $17.7M
Pinnacle Wealth Management Advisory Group, LLC 1.21% Add +4.9% 239,899 $17.7M
Tide Cove Capital Partners LLC 11.96% Add +0.9% 238,187 $17.6M
IFP Advisors, Inc 0.36% Add +31.5% 235,125 $17.3M
FIL Ltd 0.01% Add +6.9% 232,217 $17.1M
SlateStone Wealth, LLC 1.41% Add +5.3% 231,983 $17.1M
Main Management LLC 1.23% Reduce -27.6% 229,976 $16.9M
AQR Capital Management 0.01% Add +328.4% 229,712 $16.9M
PDS Planning, Inc 1.11% Add +3.8% 229,411 $16.9M
Arkadios Wealth Advisors 0.28% Add +42.0% 227,791 $16.8M
Asset Management One Co., Ltd. 0.05% Add +3.1% 227,100 $16.7M
Stone Loft Wealth Management LLC 11.91% Add +59.0% 226,278 $16.7M
PFG Advisors 0.81% Reduce -6.4% 226,192 $16.7M
Dynamic Wealth Strategies, LLC 9.61% Add +7.8% 225,615 $16.6M
Tiff Advisory Services, LLC 3.70% Add +0.6% 223,152 $16.4M
Drucker Wealth 3.0, LLC 2.86% Reduce -1.0% 222,713 $16.4M
Whelan Financial 5.06% Add +1.3% 221,140 $16.3M
Rebalance, LLC 0.94% Add +3.2% 220,627 $16.2M
AdvisorNet Financial, Inc 0.84% Reduce -34.0% 220,500 $16.2M
Old Mission Capital LLC 0.38% New 219,005 $16.1M
LVW Advisors, LLC 1.56% Add +13.9% 217,865 $16.0M
Equitable Holdings, Inc. 0.10% Add +23.3% 836,357 $16.0M
SBI Securities Co., Ltd. 0.44% Reduce -3.1% 215,827 $15.9M
National Philanthropic Trust 0.17% Add +6.7% 215,189 $15.8M
Pinnacle Financial Partners, Inc. 0.12% Add +10.3% 215,097 $15.8M
Mgo One Seven LLC 0.32% Add +5.6% 212,986 $15.7M
Capital Investment Advisors, LLC 0.23% Add +4.8% 212,200 $15.6M
FOCUS Wealth Advisors, LLC 7.58% Reduce -3.4% 210,529 $15.5M
Arbor Investment Advisors, LLC 2.02% Add +4.8% 210,523 $15.5M
Associated Banc-Corp 0.41% Add +13.8% 210,383 $15.5M
Mosaic Family Wealth Partners, LLC 1.57% Reduce -1.3% 208,677 $15.4M
National Bank of Canada 0.02% Reduce -28.2% 207,076 $15.2M
Rinkey Investments 3.90% Add +145.4% 206,814 $15.2M
Nwam LLC 0.88% Reduce -5.6% 206,704 $15.2M
FDx Advisors, Inc. 4.86% Reduce -11.6% 206,679 $15.2M
Mather Group, Llc. 0.15% Reduce -1.4% 206,246 $15.2M
Continuum Advisory, LLC 1.46% Add +7.6% 205,944 $15.2M
Spirepoint Private Client, LLC 1.44% Add +17.6% 205,373 $15.1M
Wrenne Financial Planning LLC 5.91% Add +4.7% 204,589 $15.1M
Alley Investment Management Company, LLC 1.81% Add +3.2% 201,923 $14.9M
Gould Capital, LLC 8.99% Add +18.7% 201,729 $14.9M
Aptus Capital Advisors, LLC 0.12% Add +11.8% 199,982 $14.7M
NewEdge Wealth, LLC 0.18% Add +10.2% 199,678 $14.7M
Tribridge Partners Financial LLC 6.04% Add +1.3% 198,536 $14.6M
Focused Wealth Management, Inc 1.53% Add +5.8% 198,340 $14.6M
CMG Global Holdings, LLC 6.94% Reduce -7.5% 197,944 $14.6M
Attessa Capital LLC 7.92% Reduce -2.5% 197,709 $14.6M
DORVAL Corp 4.49% New 196,445 $14.5M
Baird Financial Group, Inc. 0.02% Add +1.4% 196,084 $14.4M
Trellis Wealth Advisors LLC 5.49% Add +9.5% 195,870 $14.4M
First Commonwealth Financial Corp 2.29% Add +1.4% 195,617 $14.4M
Harbour Investments, Inc. 0.22% Reduce -63.9% 191,494 $14.1M
Storen Legacy Partners, LLC 4.42% Reduce -65.2% 191,478 $14.1M
TrueWealth Financial Partners 5.61% New 191,281 $14.1M
Parr McKnight Wealth Management Group, LLC 1.84% Reduce -10.5% 191,049 $14.1M
Robinhood Asset Management, LLC 1.00% Add +27.5% 187,059 $13.8M
Root Financial Partners, LLC 0.63% Add +44.0% 185,616 $13.7M
Harpswell Capital Advisors, LLC 10.18% Add +18.4% 185,609 $13.7M
Diversify Wealth Management, LLC 0.24% Add +50.6% 185,942 $13.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -6.0% 185,279 $13.6M
Lexington Hill Partners, LLC 7.64% Add +56.5% 183,250 $13.5M
Vise Technologies, Inc. 0.26% No change 182,117 $13.5M
Tempo Wealth, LLC 2.32% Add +18.9% 180,548 $13.3M
Newport Capital Group, LLC 8.03% Add +5.9% 178,990 $13.2M
Cyr Financial Inc. 7.75% Add +7.9% 178,859 $13.2M
LCW Services, LLC 6.54% Add +15.3% 178,729 $13.2M
Topsail Wealth Management, LLC 1.94% Add +4.9% 178,390 $13.1M
DSG Capital Advisors, LLC 2.09% Add +3.2% 177,482 $13.1M
Chicago Partners Investment Group LLC 0.29% Add +0.9% 176,906 $13.1M
O'shaughnessy Asset Management, LLC 0.07% Add +8.8% 176,675 $13.0M
Peapack Gladstone Financial Corp. 0.17% Add +4.6% 176,599 $13.0M
Sovereign Investment Advisors, LLC 2.72% Add +9.6% 174,412 $12.8M
United Services Automobile Association 1.51% Reduce -10.2% 174,088 $12.8M
Silver Oak Securities, Incorporated 0.94% Reduce -3.3% 173,788 $12.8M
Keystone Financial Group 0.86% Add +3.0% 169,636 $12.5M
Ames National Corp. 7.48% Add +9.6% 169,234 $12.5M
NewCorp Financial Services, Inc. 10.76% Add +6.5% 168,593 $12.4M
Exencial Wealth Advisors, LLC 0.39% Reduce -2.2% 168,431 $12.4M
Phillips Financial Management, LLC 0.88% Reduce -20.8% 165,041 $12.2M
Lido Advisors, LLC 0.05% Add +2.7% 163,977 $12.1M
Cornerstone Wealth Management, LLC 0.60% Add +1.4% 163,953 $12.1M
Tanager Wealth Management LLP 1.16% Reduce -13.1% 163,111 $12.0M
Park Avenue Securities LLC 0.09% Add +8.9% 162,840 $12.0M
Troutman Wealth Management, LLC 9.99% Add +1.3% 162,691 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.9M
Zeit Capital LLC 7.86% Add +11.9% 159,520 $11.7M
BancFirst Trust & Investment Management 5.17% No change 158,620 $11.7M
Values Added Financial LLC 4.85% Add +0.5% 156,527 $11.5M
Gibraltar Capital Management, Inc. 1.98% Reduce -0.7% 156,196 $11.5M
Sage Rhino Capital LLC 2.15% Add +63.3% 155,952 $11.5M
Platt Investment Counsel, LLC 8.81% Reduce -17.0% 155,335 $11.4M
Souders Financial Advisors 1.29% Reduce -1.8% 153,871 $11.3M
Geneos Wealth Management Inc. 0.26% Add +6.7% 153,422 $11.3M
TD Private Client Wealth LLC 0.23% Add +0.8% 153,269 $11.3M
Focus Partners Advisor Solutions, LLC 0.11% Add +22.3% 153,104 $11.3M
Armor Investment Advisors, LLC 4.05% Reduce -13.6% 152,692 $11.2M
Perigon Wealth Management, LLC 0.20% Reduce -12.1% 152,212 $11.2M
Broadview Financial Management, LLC 7.64% Reduce -0.2% 151,932 $11.2M
McKinley Carter Wealth Services, Inc. 0.64% Reduce -2.8% 150,734 $11.1M
Vanguard National Trust Co 0.69% — 149,529 $11.0M
Oceanside Advisors LLC 6.27% Add +16.7% 149,355 $11.0M
Waterford Advisors, LLC 3.48% New 160,040 $11.0M
Wiser Wealth Management, Inc 2.36% Reduce -0.5% 148,367 $10.9M
Staley Capital Advisers Inc. 0.46% Add +12.7% 146,850 $10.8M
Signal Advisors Wealth, LLC 0.73% Add +142.1% 145,166 $10.7M
Inscription Capital, LLC 1.11% Reduce -6.4% 143,792 $10.6M
Azimuth Capital Investment Management LLC 0.40% Add +3.6% 143,000 $10.5M
Cibc World Market Inc. 0.02% Add +31.9% 142,656 $10.5M
Deutsche Bank AG 0.00% Add +36.9% 141,269 $10.4M
Darrow Company, Inc. 4.68% Reduce -0.5% 141,244 $10.4M
Powers Advisory Group, LLC 3.65% Add +26.8% 140,551 $10.4M
Brooklyn FI, LLC 2.17% Add +5.5% 140,368 $10.3M
Breakwater Investment Management 3.84% Reduce -8.0% 140,199 $10.3M
Prospera Financial Services Inc 0.17% Add +0.2% 140,117 $10.3M
Stephen J. Garry & Associates, LLC 8.28% Add +6.7% 139,779 $10.3M
LaSalle St. Investment Advisors, LLC 1.44% Add +4.4% 139,047 $10.2M
Mutual Advisors, LLC 0.22% Add +0.1% 138,386 $10.2M
Summit Trail Advisors, LLC 0.14% Reduce -0.6% 137,201 $10.1M
Clearstead Advisors, LLC 0.09% Add +5.2% 135,871 $10.0M
Glenview Trust Co 0.16% Add +5.1% 134,574 $9.9M
Tobias Financial Advisors, Inc. 1.38% Add +0.4% 134,412 $9.9M
LifeGoal Investments, LLC 5.66% Add +3.2% 134,713 $9.9M
Okabena Investment Services Inc. 1.90% Add +19.7% 134,178 $9.9M
CFS Investment Advisory Services, LLC 0.68% Add +77.2% 132,902 $9.8M
Commerce Bank 0.05% Add +16.8% 133,594 $9.8M
EverSource Wealth Advisors, LLC 0.30% Add +13.2% 132,570 $9.8M
Smith & Howard Wealth Management, LLC 2.10% Reduce -0.1% 131,980 $9.7M
Beacon Investment Advisory Services, Inc. 0.40% Reduce -2.0% 131,854 $9.7M
Ieq Capital, LLC 0.04% Add +26.9% 131,041 $9.6M
Titleist Asset Management, LLC 0.73% Add +3.6% 130,538 $9.6M
TD Waterhouse Canada Inc. 0.03% Add +210.4% 129,963 $9.5M
Main Line Retirement Advisors, LLC 4.72% Reduce -0.2% 128,401 $9.5M
Ryan Investment Management, Inc. 5.20% Add +1.5% 125,531 $9.2M
Retirement Capital Strategies 3.47% Add +2.4% 124,837 $9.2M
Headlands Technologies LLC 1.04% Add +40.4% 123,631 $9.1M
Intelligent Financial Strategies 4.73% Reduce -1.6% 123,407 $9.1M
Graves Light Lenhart Wealth, Inc. 0.94% Add +0.1% 123,245 $9.1M
SageView Advisory Group, LLC 0.33% Add +26.2% 123,148 $9.1M
Concurrent Investment Advisors, LLC 0.10% Add +24.9% 122,726 $9.0M
Advisory Services Network, LLC 0.12% Reduce -3.0% 122,347 $9.0M
WealthCollab, LLC 3.71% Add +2.4% 122,344 $9.0M
Valtrion Capital Management, LLC 8.49% Add +17.1% 122,276 $9.0M
Signaturefd, LLC 0.14% Reduce -1.8% 122,094 $9.0M
Trek Financial, LLC 0.48% Add +17.0% 122,070 $9.0M
Cwm, LLC 0.02% Add +16.8% 121,612 $9.0M
FIDELIS iM, LLC 3.37% Add +16.9% 120,753 $8.9M
Thompson Siegel & Walmsley LLC 0.16% Reduce -12.2% 120,083 $8.8M
Archford Capital Strategies, LLC 1.01% Reduce -8.0% 119,223 $8.8M
Members Wealth LLC 5.23% Reduce -0.7% 118,422 $8.7M
Faithward Advisors, LLC 1.25% Add +16.1% 118,679 $8.7M
Prepared Retirement Institute LLC 4.31% Add +0.4% 117,860 $8.7M
Courier Capital LLC 0.48% Reduce -5.3% 117,460 $8.6M
Wealth Advisory Solutions, LLC 1.93% Add +195.5% 117,441 $8.6M
Note Advisors, LLC 4.30% Add +5.8% 116,845 $8.6M
Stembrook Asset Management, LLC 8.29% Add +2.4% 115,028 $8.5M
Fairview Capital Investment Management, LLC 0.46% Reduce -1.9% 114,389 $8.4M
Phillip James Consulting Co. 6.38% New 113,554 $8.4M
Gateway Wealth Partners, LLC 0.33% Add +260.1% 114,167 $8.4M
Fund Evaluation Group, LLC 0.26% Add +1138.5% 114,128 $8.4M
Laurel Oak Wealth Management, LLC 1.40% Reduce -1.4% 113,513 $8.4M
Colony Family Offices, LLC 2.05% Add +9.3% 112,846 $8.3M
Meritas Wealth Management, LLC 3.75% Add +25.5% 112,711 $8.3M
Sequoia Financial Advisors, LLC 0.05% Reduce -18.6% 112,706 $8.3M
Commonwealth Retirement Investments LLC 2.53% Add +3.6% 110,969 $8.2M
City State Bank 2.11% Add +8.8% 110,273 $8.1M
Prospect Financial Group LLC 7.42% Add +3.9% 109,191 $8.0M
Leo H. Evart, Inc. 6.84% — 108,494 $8.0M
New Covenant Trust Company, N.A. 7.12% Add +2.3% 108,385 $8.0M
Swisher Financial Concepts, Inc. 4.45% Add +12.6% 108,009 $8.0M
1832 Asset Management L.P. 0.01% Add +9.8% 107,456 $7.9M
Brindle & Bay Financial Advisors, LLC 4.84% Add +92.0% 107,162 $7.9M
Simon Quick Advisors, LLC 0.36% Add +20.4% 106,639 $7.9M
L.K. Benson & Company, P.C. 2.59% Add +10.3% 106,507 $7.8M
Cary Street Partners Financial LLC 0.19% Reduce -0.8% 106,451 $7.8M
Grove Bank & Trust 0.89% Add +6.6% 106,278 $7.8M
K2 Financial Inc. 5.68% Add +4.5% 105,824 $7.8M
Kingsview Wealth Management, LLC 0.11% Add +137.2% 105,520 $7.8M
Trustmark Bank Trust Department 0.50% No change 105,325 $7.8M
Triumph Capital Management 1.58% Reduce -7.3% 104,517 $7.7M
Reality Financial Planning Services, LLC 7.42% Reduce -1.4% 104,440 $7.7M
FPC Investment Advisory, Inc. 3.83% Reduce -6.2% 104,109 $7.7M
Valeo Financial Advisors, LLC 0.18% Add +8.5% 146,890 $7.7M
Vectors Research Management, LLC 2.24% Reduce -5.2% 104,266 $7.7M
Proffitt & Goodson Inc. 1.18% Reduce -2.4% 103,801 $7.6M
Ballentine Partners, LLC 0.11% Reduce -1.8% 103,571 $7.6M
Triad Wealth Partners, LLC 0.60% Reduce -5.5% 103,450 $7.6M
Curran Financial Partners, LLC 1.36% Add +18.9% 103,300 $7.6M
Sowell Financial Services LLC 0.28% Add +2.4% 102,717 $7.6M
Magnolia Capital Advisors LLC 1.48% Add +72.3% 102,516 $7.5M
Peak Wealth Management LLC 6.17% Add +2.8% 102,104 $7.5M
Private Client Services, LLC 2.24% Reduce -0.2% 101,913 $7.5M
Genesis Wealth Advisors, LLC 4.96% Add +5.3% 100,876 $7.4M
Mission Wealth Management, LP 0.16% Reduce -3.8% 100,652 $7.4M
Matrix Trust Co 1.23% Reduce -2.7% 100,177 $7.4M
UMB Bank, n.a. 0.10% Reduce -51.7% 100,043 $7.4M
Bouchey Financial Group, Ltd. 0.54% Add +0.5% 99,725 $7.4M
World Investment Advisors 0.12% Add +6.8% 99,126 $7.3M
Aurelius Family Office LLC 3.16% Reduce -1.4% 98,817 $7.3M
Glass Jacobson Investment Advisors llc 2.51% Add +13.4% 98,791 $7.3M
Mayflower Financial Advisors, LLC 0.88% Add +9.7% 98,769 $7.3M
StoneX Group Inc. 0.39% Add +381.1% 98,317 $7.2M
CIBC Bancorp USA Inc. 0.01% — 97,665 $7.2M
Charter Oak Capital Management, LLC 0.56% Reduce -10.3% 97,370 $7.2M
Opus Financial Solutions LLC 6.74% Add +2.8% 97,085 $7.1M
Verus Wealth Management, LLC 6.64% Add +4.7% 97,055 $7.1M
Independent Advisor Alliance 0.08% Add +2751.8% 96,590 $7.1M
Ashford Advisors, LLC 1.65% New 90,818 $7.1M
Apex Wealth Management, LLC 4.82% Reduce -3.8% 95,422 $7.0M
Jacobi Capital Management LLC 0.39% Reduce -1.8% 95,109 $7.0M
Rothschild Capital Partners, LLC 1.71% Reduce -10.7% 94,364 $6.9M
Bernzott Capital Advisors 3.32% Reduce -5.8% 94,097 $6.9M
Retirement Planning Group, LLC 0.21% Reduce -12.9% 92,806 $6.8M
RTD Financial Advisors, Inc. 0.84% Add +3.2% 92,738 $6.8M
Discipline Wealth Solutions, LLC 0.71% Add +249.9% 91,872 $6.8M
Dunhill Financial, LLC 1.57% New 90,749 $6.7M
Hancock Whitney Corp. 0.12% Add +10.4% 90,691 $6.7M
CFG Wealth Management Services, Inc. 6.19% No change 84,729 $6.6M
Farrell Financial LLC 3.91% Reduce -1.0% 88,800 $6.5M
TD Asset Management Inc 0.01% New 88,448 $6.5M
MAI Capital Management 0.04% Add +62.9% 88,281 $6.5M
Horizons Wealth Management 4.29% Add +1.6% 87,499 $6.4M
Oak Wealth Advisors LLC 3.48% Add +12.2% 86,129 $6.3M
Motley Fool Wealth Management, LLC 0.71% Reduce -5.1% 85,842 $6.3M
Dorsey & Whitney Trust CO LLC 0.35% Add +65.4% 85,501 $6.3M
Briggs Wealth Management, Inc 6.68% Add +1.5% 85,464 $6.3M
Sound View Wealth Advisors Group, LLC 0.43% Add +0.0% 85,461 $6.3M
Stonekeep Investments, LLC 4.06% Add +10.0% 85,096 $6.3M
HRT Financial LP 0.02% New 84,824 $6.2M
Stratos Investment Management, LLC 0.25% Add +9.3% 84,679 $6.2M
Truepoint, Inc. 0.14% Add +26.1% 84,620 $6.2M
Summit Financial, LLC 0.08% Add +17.5% 83,986 $6.2M
Two Sigma Securities, LLC 0.72% Add +261.8% 83,932 $6.2M
Womack Financial LLC 4.50% Add +8.8% 83,125 $6.1M
Marathon Wealth Advisors LLC 2.49% Add +1.9% 82,567 $6.1M
SigFig Wealth Management, LLC 0.18% Reduce -1.3% 82,538 $6.1M
Manuka Financial, LLC 3.73% Add +4.6% 82,038 $6.0M
Keel Point, LLC 0.40% Add +1.3% 81,191 $6.0M
Heritage Wealth Management, Inc. 3.33% Add +30.4% 81,140 $6.0M
BankPlus Wealth Management LLC 3.09% Add +38.4% 81,096 $6.0M
HT Partners LLC 1.81% Add +0.1% 81,092 $6.0M
Kestra Private Wealth Services, LLC 0.07% Add +5.2% 81,072 $6.0M
Christine Messmer PC 3.78% Reduce -12.1% 80,248 $5.9M
Clarus Wealth Advisors 2.49% Reduce -0.4% 79,301 $5.8M
Johnson Investment Counsel Inc. 0.05% New 78,472 $5.8M
IFS Advisors, LLC 2.97% Add +2.4% 78,303 $5.8M
First Heartland Consultants, Inc. 0.44% Reduce -2.0% 78,095 $5.8M
ATLas Financial Planning LLC 5.15% Add +27.6% 77,955 $5.7M
Pinnacle Bancorp, Inc. 1.68% Add +11.6% 77,347 $5.7M
Daymark Wealth Partners, LLC 0.18% Add +31.6% 76,996 $5.7M
Shelter Mutual Insurance Co 1.25% No change 76,583 $5.6M
Verus Capital Partners, LLC 0.38% Add +58.3% 75,563 $5.6M
B.O.S.S. Retirement Advisors, LLC 1.69% Add +7.5% 75,481 $5.6M
Fullerton Advisors, LLC 5.75% Reduce -1.1% 75,398 $5.6M
Banco BTG Pactual S.A. 1.07% New 74,542 $5.5M
Hiley Hunt Wealth Management 2.40% Add +0.6% 73,811 $5.4M
Human Investing LLC 0.79% Reduce -4.2% 73,363 $5.4M
Hamilton Wealth, LLC 1.05% Add +4.5% 73,195 $5.4M
HBK Sorce Advisory LLC 0.11% Add +5.8% 73,121 $5.4M
Bay Rivers Group 2.24% Add +3.5% 72,893 $5.4M
Oppenheimer & Co. Inc. 0.07% Reduce -60.5% 72,550 $5.3M
Motive Wealth Advisors 2.51% Reduce -16.3% 72,528 $5.3M
Ascent Group, LLC 0.18% Reduce -5.8% 72,159 $5.3M
Shade Tree Advisors LLC 3.81% Add +5.4% 72,151 $5.3M
Sovran Advisors, LLC 0.41% Add +1.2% 71,642 $5.3M
Coldstream Capital Management Inc. 0.07% Add +1.0% 71,486 $5.3M
IF Advisors, LLC 3.72% Add +2.8% 71,461 $5.3M
Inman Jager Wealth Management, LLC 3.07% Reduce -2.1% 71,451 $5.3M
Blue Trust, Inc. 0.06% Reduce -12.9% 71,413 $5.3M
Cynosure Group, LLC 0.65% Add +10.4% 71,025 $5.2M
Penserra Capital Management LLC 0.06% New 70,925 $5.2M
Good Steward Wealth Advisors,LLC 3.35% Add +6.3% 70,839 $5.2M
Valpey Financial Services, LLC 3.38% Reduce -0.3% 70,464 $5.2M
Focus Financial Network, Inc. 0.18% Add +0.3% 69,922 $5.1M
Bricktown Capital, LLC 1.01% Reduce -94.0% 69,635 $5.1M
Simplicity Wealth,LLC 0.29% Add +19.4% 69,630 $5.1M
Petix & Botte Co 2.29% Reduce -52.3% 69,431 $5.1M
Wingate Wealth Advisors, Inc. 2.73% Add +1.5% 69,397 $5.1M
Entrust Financial LLC 3.56% Add +8.5% 69,107 $5.1M
Graetz Wealth LLC 4.51% Add +12.2% 68,541 $5.0M
Cambria Investment Management, L.P. 0.28% Reduce -23.4% 68,361 $5.0M
Peak Retirement Planning, Inc. 1.00% Add +656.0% 68,052 $5.0M
WFA of San Diego, LLC 4.00% Add +7.2% 67,525 $5.0M
Mechanics Financial Corp 2.06% Add +18.1% 66,840 $4.9M
Rothschild Wealth LLC 0.44% Reduce -7.5% 66,708 $4.9M
Lowery Thomas, LLC 2.80% Add +6.1% 66,393 $4.9M
Capital Investment Services of America, Inc. 0.51% Reduce -4.5% 66,210 $4.9M
Mma Asset Management LLC 1.71% Add +2.0% 65,988 $4.9M
Market Street Wealth Management Advisors LLC 0.76% Reduce -12.9% 65,560 $4.8M
Lantern Wealth Advisors, LLC 2.48% Add +0.4% 65,558 $4.8M
Berger Financial Group, Inc 0.27% Add +9.1% 65,146 $4.8M
Susquehanna International Group, LLP 0.01% Add +150.3% 64,973 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +118.7% 64,532 $4.8M
Steelhead Wealth Management LLC 2.40% — 64,216 $4.7M
Fragasso Financial Advisors Inc 0.28% Reduce -0.2% 64,306 $4.7M
North Star Investment Management Corp. 0.28% Reduce -5.1% 63,501 $4.7M
MassMutual Private Wealth & Trust, FSB 0.13% Add +0.4% 62,649 $4.6M
Cassady Wealth & Retirement Planning, LLC 2.39% Reduce -6.0% 62,669 $4.6M
BlueSky Wealth Advisors, LLC 0.59% Reduce -62.5% 62,494 $4.6M
Providence First Trust Co 1.62% Add +0.3% 62,413 $4.6M
MainStreet Investment Advisors LLC 0.69% Add +0.6% 62,364 $4.6M
Bokf, NA 0.07% Reduce -0.4% 62,106 $4.6M
Cypress Point Wealth Management, LLC 0.98% Reduce -13.9% 61,994 $4.6M
Savvy Advisors, Inc. 0.12% Add +35.7% 61,904 $4.6M
Cornerstone National Bank & Trust Co 1.66% New 61,349 $4.5M
Red Tortoise LLC 1.89% Add +152.5% 61,158 $4.5M
Centennial Advisors, LLC 5.71% Add +31.1% 60,975 $4.5M
Financial Avengers, Inc. 2.05% Add +15.6% 60,930 $4.5M
William Howard & Co Financial Advisors Inc 3.87% Add +0.6% 60,870 $4.5M
Chesley Taft & Associates LLC 0.19% Reduce -2.7% 60,777 $4.5M
Delta Asset Management LLC 0.41% Reduce -1.0% 60,629 $4.5M
WMG Financial Advisors, LLC 1.86% Add +1.8% 60,515 $4.5M
Midwest Financial Network, LLC 3.51% Reduce -3.9% 59,967 $4.4M
Avantax Planning Partners, Inc. 0.12% Add +58.0% 59,906 $4.4M
CreativeOne Wealth, LLC 0.10% Add +0.8% 59,833 $4.4M
Yukon Wealth Management, Inc. 2.62% Add +12.6% 59,616 $4.4M
Sherry Group, Inc. 4.75% Add +0.3% 59,047 $4.3M
M Holdings Securities, Inc. 0.29% Add +33.1% 59,061 $4.3M
C M Bidwell & Associates Ltd. 2.01% Add +5.8% 58,453 $4.3M
American Financial & Tax Strategies Inc. 2.07% Reduce -2.1% 57,709 $4.2M
10Elms LLP 2.93% Add +49.4% 57,684 $4.2M
Patten Group, Inc. 0.74% Add +7.6% 57,462 $4.2M
Consilio Wealth Advisors, LLC 1.23% Reduce -7.6% 57,031 $4.2M
ETF Portfolio Partners, Inc. 1.10% Reduce -15.5% 56,952 $4.2M
Prosperity Consulting Group, LLC 0.19% Add +2.4% 56,711 $4.2M
TFC Financial Management, Inc. 0.51% Add +6.0% 56,592 $4.2M
Koshinski Asset Management, Inc. 0.26% Add +12.7% 56,585 $4.2M
Sage Investment Advisers LLC 3.03% Add +12.5% 55,806 $4.1M
PFC Capital Group, Inc. 1.81% Reduce -2.2% 55,616 $4.1M
Wealth Architects, LLC 0.36% Reduce -2.2% 54,839 $4.0M
JT Stratford LLC 0.52% Add +3.7% 54,775 $4.0M
Charis Legacy Partners, LLC 5.86% Reduce -7.1% 54,420 $4.0M
Seros Financial, LLC 2.53% Reduce -0.2% 54,082 $4.0M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Add +1.0% 53,471 $3.9M
Scissortail Wealth Management, LLC 0.79% Add +73.9% 53,454 $3.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -55.7% 53,294 $3.9M
Sherman Asset Management, Inc. 3.59% Add +21.8% 52,920 $3.9M
Cardiff Park Advisors, LLC 0.31% Add +80.1% 52,861 $3.9M
United Advisor Group, LLC 0.48% Add +3.8% 52,597 $3.9M
Sarasin & Partners LLP 0.05% Add +1.3% 52,524 $3.9M
Capital Square, LLC 1.77% Add +17.2% 52,098 $3.8M
OFS Enterprise LLC 1.13% — 52,120 $3.8M
Leeward Financial Partners, LLC 1.14% Reduce -1.6% 51,998 $3.8M
Floyd Financial Group LLC 2.54% Add +3.2% 51,647 $3.8M
Sunesis Advisors, LLC 1.71% Add +2.0% 51,471 $3.8M
Lebenthal Global Advisors, LLC 0.55% Reduce -1.2% 51,350 $3.8M
Rehmann Capital Advisory Group 0.20% Reduce -1.9% 51,305 $3.8M
Arta Finance Wealth Management LLC 1.85% Add +6.7% 51,014 $3.7M
Sax Wealth Advisors, LLC 0.18% No change 49,789 $3.7M
Generation Capital Management LLC 2.69% Reduce -5.7% 49,967 $3.7M
Donalies Financial Planning, LLC 3.14% Add +11.4% 49,963 $3.7M
Single Point Partners, LLC 0.73% Add +4.1% 49,927 $3.7M
BCO Wealth Management LLC 2.21% Add +0.3% 49,894 $3.7M
Amundi 0.00% Add +8.9% 49,854 $3.7M
NYL Investors LLC 1.38% Add +3.7% 49,721 $3.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +14.8% 49,631 $3.7M
Cutler Investment Counsel LLC 0.37% Add +7.5% 49,409 $3.6M
Ameritas Advisory Services, LLC 0.14% Add +2.2% 48,948 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Washington Trust Advisors, Inc. 0.29% Add +0.8% 48,478 $3.6M
Grove Street Fiduciary, LLC 1.57% Reduce -0.1% 48,337 $3.6M
Range Advisory, LLC 0.66% Add +1.3% 48,277 $3.6M
Foundations Investment Advisors, LLC 0.04% Add +40.9% 48,088 $3.5M
Taylor Hoffman Capital Management LLC 1.09% Reduce -0.0% 47,885 $3.5M
Sigma Planning Corp 0.10% Add +56.8% 47,607 $3.5M
Bristlecone Value Partners, LLC 3.06% No change 47,276 $3.5M
Ramiah Investment Group 3.03% Reduce -1.4% 47,084 $3.5M
Tower Research Capital LLC (TRC) 0.09% Add +132.5% 46,786 $3.4M
Trust Point Inc. 0.30% Add +16.4% 46,473 $3.4M
Parallel Advisors, LLC 0.06% Reduce -8.3% 46,412 $3.4M
Fiducient Advisors LLC 0.44% Add +23.8% 46,067 $3.4M
Gladstone Institutional Advisory LLC 0.13% Reduce -8.9% 46,051 $3.4M
David Kennon Inc 1.21% Reduce -0.7% 45,698 $3.4M
WCG Wealth Advisors LLC 0.09% Reduce -0.1% 45,587 $3.4M
Ignite Planners, LLC 0.52% Add +297.7% 45,516 $3.4M
Center For Asset Management LLC 1.66% Add +19.8% 45,392 $3.3M
GWN Securities Inc. 0.64% Add +45.6% 45,365 $3.3M
HB Wealth Management, LLC 0.02% Add +10.0% 45,179 $3.3M
Csenge Advisory Group 0.15% Reduce -11.6% 45,129 $3.3M
Fisher Asset Management 0.00% Reduce -20.3% 44,877 $3.3M
First PREMIER Bank 0.76% Add +22.2% 44,735 $3.3M
Great Valley Advisor Group, Inc. 0.06% Add +0.8% 44,616 $3.3M
TCI Wealth Advisors, Inc. 0.17% Add +6.0% 44,496 $3.3M
Dakota Wealth Management 0.07% Add +15.7% 44,279 $3.3M
Exchange Bank 2.25% Add +0.1% 44,171 $3.3M
BDFS Capital LLC 1.56% Add +6.5% 44,144 $3.3M
Stewardship Advisors, LLC 0.74% Add +19.1% 43,886 $3.2M
Scotia Capital Inc. 0.01% Reduce -2.0% 43,884 $3.2M
Frank, Rimerman Advisors LLC 0.21% Reduce -1.7% 43,662 $3.2M
Hohimer Wealth Management, LLC 0.39% Add +0.5% 43,564 $3.2M
Steel Grove Capital Advisors, LLC 0.34% Add +9.6% 43,416 $3.2M
Howard Wealth Management, LLC 1.34% Add +3.1% 43,369 $3.2M
Forum Private Client Group LLC 1.06% Reduce -2.6% 43,142 $3.2M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -13.1% 43,426 $3.2M
Warner Financial, Inc. 1.08% Add +2.9% 42,826 $3.2M
Financial Strategies Group, Inc. 0.53% Reduce -0.5% 42,599 $3.1M
Cordgrass Capital Advisors, LLC 0.73% Add +42.6% 42,513 $3.1M
HTG Investment Advisors, Inc. 0.89% Reduce -20.3% 42,492 $3.1M
GoalFusion Wealth Management, LLC 1.41% Add +1.1% 42,349 $3.1M
Engineers Gate Manager LP 0.04% Add +149.4% 42,312 $3.1M
Barden Capital Management, Inc. 2.65% Add +3.4% 42,135 $3.1M
Tenret Co LLC 1.49% Add +1.0% 41,839 $3.1M
Argent Trust Co 0.10% Add +8.0% 41,839 $3.1M
Silverlake Wealth Management LLC 0.65% Add +262.1% 41,692 $3.1M
Investor's Fiduciary Advisor Network, LLC 0.94% Add +4.0% 41,678 $3.1M
Transcendent Capital Group LLC 1.38% Add +0.8% 41,260 $3.0M
City Holding Co. 0.38% Add +9.7% 41,144 $3.0M
Security Financial Services, INC. 0.48% Add +5.8% 41,110 $3.0M
DAVENPORT & Co LLC 0.02% Add +11.4% 41,042 $3.0M
Thrive Capital Management, LLC 0.66% Add +34.5% 40,782 $3.0M
Moneta Group Investment Advisors LLC 0.02% Add +9.4% 40,762 $3.0M
Coston, McIsaac & Partners 0.67% Add +0.2% 40,470 $3.0M
Northern Trust Corp. 0.00% Add +17.7% 40,453 $3.0M
Strategic Investment Advisors / MI 0.21% Add +24.4% 40,395 $3.0M
Strategic Financial Planning, Inc. 1.74% Add +359.6% 90,043 $3.0M
AEGON USA Investment Management, LLC 2.93% Reduce -1.8% 40,267 $3.0M
Passive Capital Management, LLC. 0.88% Add +26.6% 40,153 $3.0M
Modern Wealth Management, LLC 0.05% Reduce -19.5% 40,138 $2.9M
Centaurus Financial, Inc. 0.14% Add +5.9% 39,639 $2.9M
Wealthspire Retirement, LLC 0.17% Reduce -0.2% 39,570 $2.9M
Winter & Associates, Inc. 2.54% Reduce -29.0% 39,525 $2.9M
Reston Wealth Management LLC 0.89% Add +15.9% 39,260 $2.9M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -54.6% 39,223 $2.9M
Fairway Wealth LLC 0.76% Add +8.6% 39,124 $2.9M
Michels Family Financial, LLC 2.08% Add +2.1% 39,097 $2.9M
First National Bank of Omaha 0.09% Add +10.6% 39,073 $2.9M
Forty-three Eighteen Advisors, LLC 2.16% Add +8.4% 38,990 $2.9M
Rathbones Group PLC 0.01% Reduce -25.7% 38,822 $2.9M
Main Street Financial Solutions, LLC 0.21% Add +7.4% 38,749 $2.9M
Net Worth Advisory Group 0.59% Reduce -1.5% 38,513 $2.8M
Align Financial, LLC 1.61% Reduce -98.2% 38,357 $2.8M
TFO Wealth Partners, LLC 0.38% Add +164.7% 38,349 $2.8M
RW Investment Management LLC 0.27% — 38,301 $2.8M
Nvwm, LLC 0.63% Add +1.8% 38,210 $2.8M
Allodium Investment Consultants, LLC 1.34% Add +8.6% 37,931 $2.8M
Cornerstone Financial Group, LLC 1.78% Add +6.3% 37,896 $2.8M
Arax Advisory Partners 0.08% Reduce -49.6% 37,670 $2.8M
PCG Asset Management, LLC 2.22% Add +15.8% 37,650 $2.8M
South Plains Financial, Inc. 1.61% Add +202.6% 37,554 $2.8M
Pinnacle Family Advisors, LLC 1.28% Add +24.1% 37,086 $2.7M
Narus Financial Partners, LLC 0.72% Add +16.8% 37,072 $2.7M
Walkner Condon Financial Advisors LLC 0.36% Add +2.8% 36,961 $2.7M
Topor & Co. Korea 2.30% Reduce -22.9% 36,866 $2.7M
Balentine LLC 0.11% Add +2.7% 36,652 $2.7M
Marotta Asset Management 0.49% Add +7.1% 36,616 $2.7M
Regions Financial Corp. 0.02% Add +35.4% 36,398 $2.7M
Mitchell McLeod Pugh & Williams Inc. 0.39% Add +27.1% 36,340 $2.7M
Traveka Wealth, LLC 1.02% Add +11.0% 36,278 $2.7M
Stevens Capital Partners 0.64% Reduce -31.3% 35,985 $2.6M
Renaissance Technologies 0.00% New 35,700 $2.6M
HFG Advisors, Inc. 1.84% Add +5.3% 35,560 $2.6M
Worth Asset Management, LLC 0.97% Add +1.1% 35,495 $2.6M
Washington Trust Bank 0.19% Reduce -62.6% 35,440 $2.6M
Valmark Advisers, Inc. 0.03% Reduce -1.2% 34,963 $2.6M
Westerkirk Capital Inc. 0.28% No change 34,850 $2.6M
Rossby Financial, LCC 0.53% Add +256.0% 34,597 $2.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.29% Reduce -2.8% 34,126 $2.5M
NorthRock Partners, LLC 0.04% Reduce -1.3% 34,121 $2.5M
Caldwell Trust Co 0.22% Add +103.5% 34,108 $2.5M
Strategies Wealth Advisors, LLC 0.25% Add +1.4% 33,703 $2.5M
Centric Wealth Management 0.50% Add +49.1% 33,923 $2.5M
First Citizens Bank & Trust Co. 0.05% Reduce -62.5% 33,565 $2.5M
Crusonia Wealth Advisors LLC 0.51% Reduce -4.1% 33,466 $2.5M
Mountain Pacific Investment Advisers LLC 0.42% Reduce -18.9% 33,324 $2.5M
Investment Advisory Group, LLC 0.62% Add +6.5% 33,305 $2.5M
Hegarty Advisors, LLC 1.92% Add +9.9% 33,025 $2.4M
Flagstar Securities, Inc. 0.88% Add +11.2% 32,987 $2.4M
Prime Buchholz LLC 1.27% Reduce -12.0% 32,984 $2.4M
5T Wealth, LLC 0.96% Reduce -6.7% 32,903 $2.4M
CGN Advisors LLC 0.19% Add +0.7% 32,876 $2.4M
AE Wealth Management LLC 0.01% Add +11.0% 32,762 $2.4M
Jim Saulnier & Associates, LLC 1.17% Add +31.1% 32,607 $2.4M
Victory Financial Group, LLC 0.29% Add +19.8% 32,498 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -0.0% 31,966 $2.4M
Allegiance Financial Group Advisory Services LLC 0.47% Reduce -10.3% 31,872 $2.3M
Bath Savings Trust Co 0.25% Add +3.7% 31,824 $2.3M
FC Advisory LLC 0.68% Add +1.8% 31,744 $2.3M
GEN Financial Management, INC. 1.44% Add +1.7% 31,634 $2.3M
Saxony Capital Management, LLC 1.35% Reduce -61.0% 31,630 $2.3M
Tandem Wealth Advisors LLC 1.04% Reduce -24.1% 31,627 $2.3M
American Trust 0.20% Add +3.3% 31,506 $2.3M
Sellwood Investment Partners LLC 0.91% Reduce -25.9% 31,456 $2.3M
Compass Ion Advisors, LLC 0.22% Reduce -3.8% 31,408 $2.3M
Evergreen Capital Management LLC 0.05% Reduce -8.0% 31,039 $2.3M
Sloy Dahl & Holst, LLC 0.31% Add +0.9% 30,824 $2.3M
Towle & Co. 0.88% New 30,691 $2.3M
SeaCrest Wealth Management, LLC 0.24% Add +5.1% 30,605 $2.3M
Squire Investment Management Company, LLC 0.63% Add +24.5% 30,582 $2.3M
Gordian Advisors LLC 1.50% Reduce -1.2% 30,520 $2.2M
Summit Wealth Partners, LLC 0.36% Reduce -11.8% 30,464 $2.2M
Stephens Inc. 0.03% Reduce -68.2% 30,381 $2.2M
Independent Wealth Network Inc. 0.66% Add +23.0% 30,140 $2.2M
Western Wealth Management, LLC 0.08% Reduce -5.4% 30,081 $2.2M
Straight Path Wealth Management 0.59% Add +0.6% 29,994 $2.2M
Fort Henry Capital, LLC 1.33% Add +7.4% 29,839 $2.2M
Fort Point Capital Partners LLC 0.29% Reduce -38.7% 29,836 $2.2M
REDW Wealth LLC 0.87% Reduce -3.4% 29,771 $2.2M
Capital Investment Management, Inc. 0.75% Add +18.7% 29,686 $2.2M
TABR Capital Management, LLC 2.01% Add +7.2% 29,671 $2.2M
Daybright Advisory Services, Inc. 0.60% Add +0.6% 29,476 $2.2M
Southland Equity Partners LLC 0.42% Add +12.1% 29,460 $2.2M
Wheelhouse Advisory Group LLC 0.72% Add +5.5% 29,317 $2.2M
Moneda S.A. Administradora General de Fondos 1.76% Add +1.2% 29,276 $2.2M
DiPaolo Financial Group, Inc. 1.56% Add +43.0% 29,074 $2.1M
Three Seasons Wealth, LLC 0.82% Add +17.6% 29,057 $2.1M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.1M
Plum Street Advisors, LLC 0.74% Reduce -6.9% 29,013 $2.1M
Brookwood Investment Group LLC 0.27% Add +7.5% 29,006 $2.1M
Zions Bancorporation, National Association 0.14% Reduce -60.0% 28,701 $2.1M
Premier Private Wealth Management LLC 2.21% Add +11.5% 28,482 $2.1M
Websterrogers Financial Advisors, LLC 0.60% Add +9.8% 28,426 $2.1M
BCS Private Wealth Management, Inc. 0.63% Reduce -11.4% 28,375 $2.1M
Pearl Planning LLC 1.09% Reduce -86.1% 27,663 $2.0M
SHUTTLEWORTH & Co 1.84% Add +51.2% 27,658 $2.0M
Eastern Bank 0.03% Reduce -1.8% 27,627 $2.0M
Regal Investment Advisors LLC 0.12% Add +90.0% 27,588 $2.0M
Cumberland Advisors Inc. 0.79% Add +17.9% 27,555 $2.0M
PAX Financial Group, LLC 0.35% Reduce -7.7% 27,551 $2.0M
Stage Harbor Financial, LLC 1.34% Reduce -3.6% 27,528 $2.0M
Diversified Enterprises, LLC 0.11% Reduce -6.5% 27,038 $2.0M
Wiser Advisor Group LLC 2.40% Reduce -4.3% 27,004 $2.0M
Capital Planning Advisors, LLC 0.29% Add +5.2% 26,807 $2.0M
Capital Analysts, LLC 0.05% Add +61.7% 26,649 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -3.0% 26,624 $2.0M
Fagan Associates, Inc. 0.27% Reduce -1.4% 26,594 $2.0M
Joel Isaacson & Co., LLC 0.06% Add +5.4% 26,558 $2.0M
Beaumont Financial Advisors, LLC 0.13% Add +1.7% 26,542 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +36.2% 26,498 $2.0M
Pioneer Wealth Management Group 0.54% Add +7.8% 26,318 $1.9M
Cresset Asset Management, LLC 0.01% Reduce -5.0% 26,037 $1.9M
Legacy PCG, LLC 10.45% Reduce -84.9% 26,034 $1.9M
Krane Financial Solutions LLC 1.30% — 25,933 $1.9M
Everhart Financial Group, Inc. 0.16% Add +5.2% 25,906 $1.9M
Evensky & Katz LLC 0.11% Reduce -8.2% 25,875 $1.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.33% Reduce -90.8% 25,868 $1.9M
Silver Coast Investments LLC 0.61% New 25,790 $1.9M
Apollon Wealth Management, LLC 0.03% Reduce -4.2% 25,759 $1.9M
Blair William & Co. 0.01% Add +12.8% 25,694 $1.9M
Evanson Asset Management, LLC 0.10% Reduce -0.3% 25,670 $1.9M
Haverford Trust Co 0.02% Reduce -42.4% 25,392 $1.9M
Bonfire Financial 1.40% Reduce -4.0% 25,307 $1.9M
Leo Wealth, LLC 0.14% Add +7.5% 25,250 $1.9M
Vigilare Wealth Management 0.63% Reduce -64.4% 25,185 $1.9M
RBA Wealth Management, LLC 0.67% Add +0.6% 25,074 $1.8M
GW&K Investment Management, LLC 0.02% Add +2.2% 24,877 $1.8M
Endowment Wealth Management, Inc. 0.81% Add +3.1% 24,748 $1.8M
Hilltop Holdings Inc. 0.17% Reduce -77.1% 24,668 $1.8M
Evoke Wealth, LLC 0.03% Add +12.2% 24,662 $1.8M
Eley Financial Management, Inc 0.65% Reduce -0.4% 24,529 $1.8M
Evolution Wealth Advisors, LLC 0.18% Add +12.5% 24,498 $1.8M
WealthShield Partners, LLC 0.20% Reduce -44.3% 24,382 $1.8M
Planning Alternatives Ltd. 0.23% Reduce -1.4% 24,268 $1.8M
Oakmont Advisory Group, LLC 1.82% Add +12.6% 24,241 $1.8M
Joel Adams & Associates, Inc. 1.32% Add +6.3% 24,201 $1.8M
McLean Asset Management Corp 0.31% Add +90.6% 24,157 $1.8M
Bucket List Wealth Management, LLC 1.07% Reduce -49.1% 24,091 $1.8M
Culbertson A N & Co. Inc. 0.23% Reduce -0.4% 24,089 $1.8M
Absolute Capital Management, LLC 0.59% Add +15.8% 24,068 $1.8M
Smithbridge Asset Management Inc. 0.26% New 23,987 $1.8M
Bell Investment Advisors, Inc 0.28% Reduce -1.0% 23,873 $1.8M
Wedbush Securities Inc. 0.05% Add +12.1% 23,823 $1.8M
Gould Asset Management LLC 0.30% Reduce -27.0% 23,578 $1.7M
Nikulski Financial, Inc. 0.42% Reduce -16.4% 23,208 $1.7M
WealthCare Investment Partners, LLC 0.47% Add +4.5% 23,060 $1.7M
Westside Investment Management, Inc. 0.26% Reduce -2.5% 22,971 $1.7M
Burns J W & Co. Inc. 0.19% Reduce -2.6% 22,795 $1.7M
Integrity Alliance, Llc. 0.06% Add +21.6% 22,743 $1.7M
Money Concepts Capital Corp. 0.09% Add +34.3% 22,717 $1.7M
Lynx Investment Advisory 0.80% Add +25.3% 22,589 $1.7M
Clear Creek Financial Management, LLC 0.13% Add +67.2% 22,527 $1.7M
Guardian Asset Advisors, LLC 0.96% Add +61.3% 22,353 $1.6M
Cyndeo Wealth Partners, LLC 0.09% Reduce -25.8% 22,331 $1.6M
Keystone Wealth Services, LLC 0.35% Add +12.8% 22,262 $1.6M
Talon Private Wealth, LLC 0.22% — 22,249 $1.6M
First United Bank & Trust 0.53% Reduce -9.7% 22,206 $1.6M
Chicago Capital, LLC 0.04% No change 22,195 $1.6M
Roger Wittlin Investment Advisory, LLC 1.33% Reduce -0.0% 22,097 $1.6M
Stratos Wealth Advisors, LLC 0.10% Add +22.1% 22,051 $1.6M
Signature Estate & Investment Advisors LLC 0.03% Add +9.9% 21,970 $1.6M
Sincerus Advisory, LLC 1.22% Add +25.3% 21,881 $1.6M
BOK Financial Private Wealth, Inc. 0.10% Reduce -1.5% 21,805 $1.6M
Silver Grove Financial Group, Inc. 1.29% Add +0.7% 21,754 $1.6M
Colonial Trust Co / SC 0.22% Add +0.4% 21,738 $1.6M
Arrowroot Family Office, LLC 0.53% Reduce -38.0% 21,738 $1.6M
First Pacific Financial 0.21% Add +26.0% 21,704 $1.6M
Level Four Advisory Services, LLC 0.05% Reduce -4.6% 21,656 $1.6M
Three Arch Wealth Management LLC 0.29% Reduce -5.8% 21,639 $1.6M
Old Peak Finance LLC 0.93% Add +0.5% 21,627 $1.6M
Ballast Financial Advisors LLC 1.63% Reduce -1.5% 21,612 $1.6M
Seldon Capital LP 0.58% No change 21,582 $1.6M
Compass Capital Corp. /Ma/ 0.57% Reduce -3.3% 21,570 $1.6M
St Germain D J Co. Inc. 0.06% Add +10.6% 21,475 $1.6M
Apeiron RIA LLC 0.37% Add +9.7% 21,435 $1.6M
Wedmont Private Capital 0.05% Reduce -15.4% 21,376 $1.6M
Beaird Harris Wealth Management, LLC 0.11% Add +4.3% 21,294 $1.6M
KFA Private Wealth Group, LLC 0.37% Add +122.9% 20,997 $1.5M
Aegis Wealth Management LLC 0.88% Add +1.7% 20,950 $1.5M
Pacific Asset Management, LLC 0.86% Add +34.6% 20,868 $1.5M
MBA Advisors LLC 0.59% Add +2.7% 20,823 $1.5M
Gryphon Financial Partners LLC 0.16% Reduce -4.5% 20,759 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% Add +11.5% 20,736 $1.5M
Founders Financial Securities LLC 0.09% Reduce -23.8% 20,690 $1.5M
Private Trust Co. NA 0.14% Add +2.5% 20,709 $1.5M
PFG Investments, LLC 0.07% Reduce -18.3% 20,708 $1.5M
2UniFi Bank 0.73% Add +28.7% 20,534 $1.5M
Family Wealth Partners, LLC 0.51% Add +1.6% 20,470 $1.5M
SJS Investment Consulting Inc. 0.18% Add +0.1% 20,189 $1.5M
Navigate Wealth Management, LLC 1.04% — 20,019 $1.5M
Ausdal Financial Partners, Inc. 0.07% Reduce -7.9% 20,016 $1.5M
Burkett Asset Management Ltd 1.45% No change 19,995 $1.5M
Carrera Capital Advisors 0.23% Add +0.8% 19,947 $1.5M
Midwest Trust Co 0.02% Reduce -28.2% 19,930 $1.5M
Quantum Financial Planning Services, Inc. 0.53% Add +0.5% 19,919 $1.5M
Legacy Capital Wealth Partners, LLC 0.30% No change 19,904 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +13.8% 19,895 $1.5M
Meridian Wealth Partners, LLC 0.20% Reduce -0.9% 19,881 $1.5M
Brighton Jones LLC 0.03% New 19,715 $1.5M
Bryant Woods Investment Advisors, LLC 0.53% Add +49.3% 19,635 $1.4M
Legacy Financial Group LLC 0.18% Add +5.4% 19,561 $1.4M
Linscomb Wealth, Inc. 0.06% Add +59.7% 19,533 $1.4M
Tme Financial, Inc. 0.99% Add +12.2% 19,498 $1.4M
Tiemann Investment Advisors, LLC 0.56% New 19,459 $1.4M
Twin Peaks Wealth Advisors, LLC 0.36% Add +12.4% 19,431 $1.4M
Madrid Wealth Management, LLC 1.07% Reduce -2.3% 19,343 $1.4M
VestGen Investment Management 0.78% Add +6.9% 19,146 $1.4M
Ketron Financial 0.50% Reduce -1.0% 19,101 $1.4M
WASHINGTON TRUST Co 0.05% No change 19,050 $1.4M
DecisionPoint Financial, LLC 0.30% Add +83.1% 19,036 $1.4M
Caliber Wealth Management, LLC / KS 0.15% Reduce -56.0% 19,004 $1.4M
Seven Mile Advisory 1.01% Reduce -20.2% 18,954 $1.4M
Perennial Investment Advisors, LLC 0.11% Add +7.0% 18,940 $1.4M
Synergy Investment Management, LLC 0.46% No change 18,923 $1.4M
Red Wave Investments LLC 0.42% Reduce -8.2% 18,897 $1.4M
Evolution Advisers, Inc. 0.58% Add +85.8% 18,746 $1.4M
Webster Bank, N. A. 0.13% No change 18,665 $1.4M
Creekside Partners 0.57% Add +0.2% 18,658 $1.4M
Private Capital Management, LLC 0.14% Reduce -1.1% 18,629 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +1.9% 18,561 $1.4M
Tillman Hartley LLC 0.34% Reduce -6.3% 18,541 $1.4M
Coordinated Financial Services, Inc. 0.79% Add +10.5% 18,350 $1.4M
Wealth Group Ltd 0.31% Reduce -1.7% 18,337 $1.4M
Driehaus Capital Management LLC 0.01% Add +35.8% 18,301 $1.3M
Sidoxia Capital Management, LLC 1.16% — 18,252 $1.3M
Cary Street Partners Investment Advisory LLC 0.34% Add +51.0% 18,203 $1.3M
Cascade Investment Group, Inc. 0.88% Add +1.1% 18,156 $1.3M
Arrow Financial Corp 0.13% Reduce -2.8% 18,126 $1.3M
Abound Wealth Management 0.30% Add +11.0% 18,037 $1.3M
Garrison Point Advisors, LLC 0.60% Add +2.4% 17,986 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.21% Add +9.1% 17,911 $1.3M
AlphaCore Capital LLC 0.03% Add +8.7% 17,885 $1.3M
American Investment Services, Inc. 0.29% Add +16.3% 17,843 $1.3M
Continental Investors Services, Inc. 1.23% Reduce -42.8% 17,804 $1.3M
Integrity Wealth Solutions LLC 0.51% Reduce -2.0% 17,587 $1.3M
Ruedi Wealth Management, Inc. 0.33% Add +18.0% 17,585 $1.3M
Petersen Hastings Wealth Advisors Inc. 0.12% Add +2.1% 17,492 $1.3M
Strategic Investment Solutions, Inc. 0.31% Add +13.7% 17,814 $1.3M
International Assets Investment Management, LLC 0.09% Add +5.6% 17,447 $1.3M
Plan Group Financial, LLC 0.30% Reduce -33.0% 17,369 $1.3M
Chesapeake Wealth Management 0.39% Add +1.1% 17,347 $1.3M
BCGM Wealth Management, LLC 0.32% Add +9.6% 17,196 $1.3M
Cogent Private Wealth, Inc. 0.91% Reduce -5.2% 17,164 $1.3M
Journey Advisory Group, LLC 0.11% Reduce -96.9% 16,926 $1.2M
PKS Advisory Services, LLC 0.29% Add +4.1% 16,907 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -21.1% 16,892 $1.2M
Cumberland Partners Ltd 0.09% No change 16,675 $1.2M
NBT Bank, N.A. 0.08% Add +6.5% 16,619 $1.2M
Grandview Asset Management LLC 0.36% Reduce -0.7% 16,610 $1.2M
Legacy Advisors, LLC 0.14% Add +61.4% 16,441 $1.2M
Investment Research & Advisory Group, Inc. 0.42% Add +4.6% 16,406 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +2.3% 16,126 $1.2M
Arete Wealth Advisors, LLC 0.09% Reduce -33.9% 16,117 $1.2M
Shakespeare Wealth Management, LLC 0.28% Add +0.1% 16,011 $1.2M
Centurion Wealth Management LLC 0.27% Add +0.4% 15,947 $1.2M
Legacy Financial Strategies, LLC 0.21% Add +4.5% 15,940 $1.2M
Sagespring Wealth Partners, LLC 0.02% Reduce -99.9% 15,930 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -19.6% 15,877 $1.2M
Life Planning Partners, Inc 0.88% Add +0.0% 15,677 $1.2M
Applied Capital LLC 0.43% Reduce -16.2% 15,674 $1.2M
Alvarez & Marsal Private Wealth Partners, LLC 0.16% No change 15,662 $1.2M
Aspire Private Capital, LLC 0.26% Add +2.3% 15,598 $1.1M
SilverOak Wealth Management LLC 0.18% Add +7.7% 15,595 $1.1M
VERITY Wealth Advisors 0.76% Reduce -3.5% 15,538 $1.1M
Ted Buchan & Co 0.41% Reduce -5.5% 15,514 $1.1M
Madden Advisory Services, Inc. 0.45% Add +6.9% 15,420 $1.1M
Avion Wealth 0.23% Add +0.1% 15,319 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.48% Add +16.5% 15,250 $1.1M
Schmidt P J Investment Management Inc. 0.19% Reduce -6.1% 15,247 $1.1M
eCIO, Inc. 0.49% Add +2.4% 15,242 $1.1M
Trinity Wealth Management, LLC 0.41% Add +13.0% 15,188 $1.1M
Balanced Rock Investment Advisors LLC 0.78% Reduce -10.9% 15,150 $1.1M
Kings Path Partners LLC 0.38% Reduce -1.6% 15,130 $1.1M
Fiduciary Group, LLC 0.09% Reduce -0.6% 14,928 $1.1M
Swmg, LLC 0.31% Add +1.0% 14,884 $1.1M
Novak & Powell Financial Services, Inc. 0.59% Add +3.0% 14,792 $1.1M
Fiduciary Advisors, Inc. 0.82% Add +0.6% 14,782 $1.1M
Factor Wealth Management LTD 0.20% Reduce -15.0% 14,772 $1.1M
Pitti Group Wealth Management, LLC 0.88% Add +13.7% 14,764 $1.1M
Endeavor Private Wealth, Inc. 0.31% Reduce -52.9% 14,711 $1.1M
Piedmont Capital Management, LLC 0.55% Add +0.5% 14,669 $1.1M
Fiduciary Trust Co 0.01% Reduce -0.4% 14,607 $1.1M
Clark Asset Management, LLC 0.10% Add +42.5% 14,605 $1.1M
Circle Wealth Management, LLC 0.02% Add +0.6% 14,585 $1.1M
ARK & TLK Investments, LLC 0.29% Add +20.8% 14,529 $1.1M
Meramec Financial Planners, LLC 0.42% Add +6.3% 14,455 $1.1M
Novem Group 0.12% Add +0.3% 14,497 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +3.7% 14,486 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +54.8% 14,446 $1.1M
Rialto Wealth Management, LLC 0.24% Add +9.7% 14,396 $1.1M
Blalock Williams, LLC 0.82% Reduce -0.6% 14,355 $1.1M
MN Wealth Advisors, LLC 0.51% Reduce -12.0% 14,354 $1.1M
Integrated Advisors Network LLC 0.06% Reduce -87.3% 14,350 $1.1M
HCR Wealth Advisors 0.11% Reduce -18.4% 14,285 $1.1M
HBW Advisory Services LLC 0.11% Reduce -15.1% 14,259 $1.1M
Private Wealth Management Group, LLC 0.27% No change 14,095 $1.0M
OpenArc Corporate Advisory, LLC 0.01% Add +16.0% 14,060 $1.0M
IHT Wealth Management, LLC 0.02% Reduce -22.0% 14,008 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -2.7% 13,978 $1.0M
Hendershot Investments Inc. 0.14% Reduce -1.4% 13,963 $1.0M
Strategic Financial Concepts, LLC 0.25% New 13,939 $1.0M
Nilsine Partners, LLC 0.08% New 13,857 $1.0M
Decker Retirement Planning Inc. 0.46% Reduce -5.1% 13,839 $1.0M
Americana Partners, LLC 0.03% Add +5.3% 13,800 $1.0M
Traynor Capital Management, Inc. 0.06% Reduce -6.5% 13,796 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -7.8% 13,765 $1.0M
Impact Capital Partners LLC 0.31% Add +3.1% 13,747 $1.0M
Buck Wealth Strategies, LLC 0.12% Reduce -45.7% 13,634 $1.0M
Spire Wealth Management 0.03% Add +37.3% 13,555 $998K
Baron Wealth Management LLC 0.30% Add +6.5% 13,553 $998K
Bridgewater Advisors Inc. 0.06% Add +95.0% 13,526 $990K
SageGuard Financial Group, LLC 0.15% Reduce -38.3% 13,436 $989K
DecisionMap Wealth Management, LLC 0.64% New 13,367 $984K
Burney Co./ 0.03% Add +68.8% 13,299 $979K
Verdence Capital Advisors LLC 0.06% Reduce -0.8% 13,286 $978K
Equity Investment Corp. 0.02% Add +0.6% 13,256 $976K
Ellenbecker Investment Group 0.13% Reduce -9.8% 13,236 $975K
Accelerate Investment Advisors LLC 0.65% Reduce -6.1% 13,113 $966K
Flagship Private Wealth, LLC 0.39% Reduce -7.1% 13,092 $964K
GeoWealth Management, LLC 0.03% Add +12.4% 13,029 $959K
Delta Financial Advisors LLC 0.25% Add +0.7% 13,018 $959K
Gambit Capital Management, LLC 0.69% New 12,996 $957K
Keybank National Association 0.00% Add +25.5% 12,962 $955K
Genesis Private Wealth, LLC 0.30% Reduce -1.4% 12,908 $951K
Mission Creek Capital Partners, Inc. 0.19% Reduce -13.8% 12,842 $946K
Friedenthal Financial 0.47% Reduce -53.6% 12,800 $943K
BCS Wealth Management 0.19% Reduce -30.6% 12,710 $936K
LexAurum Advisors, LLC 0.12% — 12,704 $936K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +1.3% 12,633 $930K
Optima Capital LLC 0.43% Add +2.1% 12,630 $930K
Calton & Associates, Inc. 0.13% Reduce -16.0% 12,533 $923K
Creative Financial Designs Inc. 0.06% Add +3.4% 12,470 $918K
Goelzer Investment Management, Inc. 0.04% Reduce -36.3% 12,430 $915K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +49.6% 12,395 $913K
Covestor Ltd 0.63% Add +3.2% 12,274 $904K
Catalyst Financial Partners LLC 0.11% Add +18.4% 12,240 $901K
Innealta Capital, LLC 0.56% Reduce -45.0% 12,227 $900K
Hardin Capital Partners, LLC 0.42% Add +0.1% 12,181 $897K
Ascentis Independent Advisors 0.07% Add +46.8% 12,141 $894K
Verum Partners LLC 0.17% Add +61.2% 12,117 $892K
BAM Wealth Management, LLC 0.67% Reduce -3.5% 12,095 $891K
Liberty Square Wealth Partners LLC 0.25% Reduce -25.7% 12,092 $890K
Lanark Financial, Inc. 0.07% Add +8.4% 12,074 $889K
Lodestone Wealth Management LLC 0.35% Reduce -1.9% 11,996 $883K
Sovereign Financial Group, Inc. 0.15% Reduce -4.8% 11,984 $883K
Florida Financial Advisors, LLC 0.21% Add +135.8% 11,939 $879K
Cannell & Spears LLC 0.02% New 11,928 $878K
Sharp Wealth Advisory, LLC 0.43% Reduce -4.9% 11,884 $875K
Aua Capital Management, LLC 0.44% No change 11,817 $870K
FWG Investments, LLC. 0.55% Add +85.0% 11,805 $869K
CWS Financial Advisors, LLC 0.22% Add +18.8% 11,793 $868K
Revisor Wealth Management LLC 0.24% Reduce -0.7% 11,781 $868K
Moneco Advisors, LLC 0.07% Reduce -16.2% 11,753 $865K
Old Port Advisors 0.20% Reduce -24.6% 11,742 $865K
Disciplined Investors, L.L.C. 0.51% Reduce -1.2% 11,725 $863K
Wealth Management Nebraska 0.09% Reduce -2.1% 11,719 $863K
Hudson Oak Wealth Advisory LLC 0.75% No change 11,716 $863K
TOWER TRUST & INVESTMENT Co 0.57% Add +6.7% 11,701 $862K
Uptick Partners, LLC 0.17% Reduce -20.7% 11,694 $861K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.8% 11,687 $861K
McGrath & Associates, Inc. 1.26% Reduce -52.2% 11,626 $856K
Kingswood Wealth Advisors, LLC 0.04% Add +16.0% 11,604 $855K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 11,500 $847K
Medallion Wealth Advisors, LLC 0.28% Reduce -10.6% 11,477 $845K
Fortitude Advisory Group L.L.C. 0.38% Add +35.9% 11,475 $845K
Grey Fox Wealth Advisors, LLC 0.16% Reduce -4.5% 11,429 $842K
Summit Wealth Group LLC / Co. 0.09% Add +23.5% 11,417 $841K
Fiduciary Financial Group, LLC 0.11% New 11,414 $841K
Claro Advisors Inc. 0.10% Add +40.6% 11,406 $840K
Keeler & Nadler Financial Planning & Wealth Management 0.28% Reduce -15.1% 11,340 $835K
Quotient Wealth Partners, LLC 0.02% Reduce -0.6% 11,280 $831K
Obsidian Cio, LLC 0.75% Reduce -3.7% 11,279 $831K
Horizon Investment Services, LLC 0.29% Add +1.4% 11,268 $830K
JMG Financial Group, Ltd. 0.02% Add +0.6% 11,056 $814K
Argonautica Private Wealth Management, Inc. 0.25% Reduce -0.1% 11,024 $812K
Lifeworks Advisors, LLC 0.10% Add +9.6% 10,993 $810K
Security National Bank of Sioux City Iowa 0.48% Add +6.5% 10,947 $806K
Harmony Asset Management LLC 0.25% Add +9.5% 10,939 $806K
Cedar Mountain Advisors, LLC 0.16% No change 10,768 $793K
Welch & Forbes LLC 0.01% Reduce -16.4% 10,756 $792K
Sequent Planning LLC 0.19% Add +2.6% 10,707 $788K
Aldebaran Financial Inc. 0.75% Add +0.0% 10,688 $787K
Viewpoint Investment Partners Corp. 0.36% No change 10,682 $787K
Advisory Research Inc. 0.10% New 10,655 $785K
BridgePort Financial Solutions, LLC 0.22% Reduce -0.5% 10,622 $782K
Widmann Financial Services, Inc. 0.46% Add +2.3% 10,449 $769K
Forbes Financial Planning, Inc. 0.44% Add +1.3% 10,338 $761K
Penobscot Wealth Management 0.22% Reduce -15.1% 10,297 $758K
Opulen Financial Group LLC 0.53% Add +3.6% 10,218 $752K
Journey Strategic Wealth LLC 0.02% No change 10,196 $751K
Curi Capital, LLC 0.01% Add +96.1% 10,173 $749K
Manchester Capital Management LLC 0.11% Add +2.6% 10,172 $749K
Garner Asset Management Corp 0.29% Add +44.2% 10,148 $747K
Citizens Financial Group Inc. 0.01% No change 10,121 $745K
Sound Income Strategies, LLC 0.04% Reduce -36.8% 10,084 $740K
Hanson & Doremus Investment Management 0.08% Add +86.8% 10,014 $737K
Fortis Capital Advisors, LLC 0.10% Reduce -11.6% 9,990 $736K
SVB Wealth LLC 0.05% Reduce -19.4% 9,934 $732K
One Capital Management, LLC 0.02% New 9,914 $730K
Procyon Advisors, LLC 0.04% Reduce -9.8% 9,868 $727K
HighPoint Advisor Group LLC 0.03% Add +7.7% 9,864 $726K
First Horizon Corp. 0.03% No change 9,847 $725K
Robinswood Financial LLC 0.23% Add +15.3% 9,807 $722K
Oregon Pacific Wealth Management, LLC 0.75% Add +15.9% 9,807 $722K
Asset One Wealth Management LLC 0.08% Add +1.8% 9,786 $722K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -7.5% 9,821 $722K
Connecticut Wealth Management, LLC 0.03% Reduce -30.1% 9,769 $719K
Aspen Grove Capital, LLC 0.14% Reduce -1.3% 9,755 $718K
Providence Capital Advisors, LLC 0.12% Add +4.3% 9,742 $717K
Myecfo, LLC 0.30% Reduce -0.5% 9,685 $713K
Red Crane Wealth Management, LLC 0.59% No change 9,684 $713K
Retirement Wealth Solutions LLC 0.45% Add +6.6% 9,681 $713K
Hershey Financial Advisers, LLC 0.61% Reduce -85.6% 9,670 $712K
WMS Group LLC 1.03% Reduce -1.7% 9,651 $711K
Sims Investment Management, LLC 0.26% Reduce -0.0% 9,646 $710K
William Mack & Associates, Inc. 0.40% Reduce -50.2% 9,595 $707K
Evelyn Partners Asset Management Ltd 0.17% Add +0.3% 9,525 $701K
Turtle Creek Wealth Advisors, LLC 0.05% New 9,491 $699K
MorganRosel Wealth Management, LLC 0.28% Reduce -42.0% 9,467 $697K
Cornerstone Advisors Asset Management, LLC 0.11% Add +6.1% 9,456 $696K
Capital Wealth Alliance, LLC 0.31% Add +1.2% 9,433 $695K
J.M. Arbour, LLC 0.66% Add +0.1% 9,380 $691K
Richardson Financial Services Inc. 0.43% Add +10.5% 9,378 $691K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -16.9% 9,367 $690K
Bank of New Hampshire 0.16% Reduce -0.1% 9,355 $689K
Kovack Advisors, Inc. 0.04% Reduce -37.0% 9,792 $688K
Wise Wealth Partners 0.93% Add +1.3% 9,330 $687K
Flower City Capital 0.34% No change 9,310 $686K
Laraway Financial Advisors Inc 0.48% Add +6.1% 9,271 $683K
Taylor & Morgan Wealth Management, LLC 0.39% Add +0.5% 9,247 $681K
Hoxton Planning & Management, LLC 0.20% Add +71.7% 9,240 $680K
Vines Capital Management, LLC 0.67% Reduce -0.3% 9,227 $679K
Cape Investment Advisory, Inc. 0.23% Reduce -19.3% 9,208 $678K
Cordant, Inc. 0.28% Add +27.1% 9,206 $678K
Strategic Wealth Advisors LLC 0.54% Add +91.7% 9,159 $674K
Sheets Smith Wealth Management 0.08% Add +18.3% 9,125 $672K
Pacific Wealth Strategies Group, Inc. 0.42% Reduce -62.5% 9,123 $672K
Wealth Effects LLC 0.24% Add +1.2% 9,111 $671K
Marion Wealth Management 0.15% Reduce -7.1% 9,096 $670K
First Command Advisory Services, Inc. 0.00% New 9,040 $666K
Riverpoint Wealth Management Holdings, LLC 0.14% Add +5.3% 8,984 $662K
Burton Enright Welch 0.09% Add +10.4% 8,951 $659K
Capital Investment Counsel, Inc 0.08% Add +80.8% 8,950 $659K
Cloud Capital Management, LLC 0.29% Add +0.6% 8,954 $658K
McIlrath & Eck, LLC 0.05% Add +27.0% 8,931 $658K
TIAA Wealth Investment Management LLC 0.01% — 8,938 $657K
WPG Advisers, LLC 0.48% Reduce -6.0% 8,910 $656K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +23.4% 8,892 $655K
Beacon Wealthcare LLC 0.23% Add +0.0% 8,845 $651K
Topel & Distasi Wealth Management, LLC 0.34% Reduce -2.0% 8,841 $651K
Orcam Financial Group 0.46% Add +2.9% 8,794 $648K
Davis Wealth Advisors, LLC 0.54% New 8,792 $647K
Versant Capital Management, Inc 0.06% Add +64.9% 8,783 $647K
Archer Investment Corp 0.14% Reduce -27.4% 8,782 $647K
Forum Financial Management, LP 0.01% Add +3.0% 8,726 $643K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 8,700 $641K
Van Hulzen Asset Management, LLC 0.05% Add +33.8% 8,689 $640K
Connors Investor Services Inc. 0.06% Add +13.9% 8,661 $638K
Cascade Financial Partners, LLC 0.07% Reduce -64.9% 8,661 $638K
Dravo Bay LLC 0.26% Reduce -23.3% 8,631 $636K
Wilmington Savings Fund Society, FSB 0.02% No change 8,612 $634K
CacheTech Inc. 0.12% New 8,609 $634K
Oxinas Partners, LLC 0.29% Add +41.1% 8,525 $628K
Krilogy Financial LLC 0.02% Add +185.8% 8,468 $625K
Weitzel Financial Services, Inc. 0.23% Add +1.5% 8,475 $622K
Davis R M Inc. 0.01% Add +7.6% 8,433 $621K
True Link Financial Advisors, LLC 0.04% Reduce -1.4% 8,421 $620K
Bull Street Advisors, LLC 0.31% Add +1.8% 8,402 $619K
EFG International AG 0.01% New 8,400 $619K
Zacks Investment Management 0.00% Add +9.2% 8,357 $615K
Performance Wealth Partners, LLC 0.02% Add +20.7% 8,348 $615K
Financial & Tax Architects, LLC 0.14% Reduce -90.0% 8,317 $612K
Wealth Dimensions Group, Ltd. 0.12% New 8,297 $611K
First Citizens Financial Corp 0.29% Reduce -7.7% 8,277 $610K
Carroll Advisory Group, LLC 0.24% Reduce -33.3% 8,264 $609K
GreatBanc Trust CO 0.43% Reduce -5.7% 8,263 $608K
Sachetta, LLC 0.33% Reduce -3.2% 8,233 $606K
JHP Wealth Management, LLC 0.58% Add +11.1% 8,207 $604K
S.A. Mason LLC 0.23% No change 8,203 $604K
Insigneo Advisory Services, LLC 0.04% Reduce -7.4% 8,165 $601K
Tactive Advisors, LLC 0.17% Add +5.5% 8,157 $601K
Grand Central Investment Group 0.44% No change 8,134 $599K
Sonata Capital Group Inc. 0.22% Add +5.2% 8,129 $599K
Ellis Investment Partners, LLC 0.10% Add +58.9% 8,109 $597K
Seneschal Advisors, LLC 0.44% Add +22.7% 8,104 $597K
Quantinno Capital Management LP 0.00% Reduce -12.0% 8,099 $596K
OneAscent Family Office, LLC 0.41% New 8,063 $594K
Collaborative Wealth Managment Inc. 0.27% Reduce -0.5% 8,046 $593K
Wick Capital Partners, LLC 0.11% Reduce -40.5% 8,023 $591K
Capital Asset Managemnet, LLC 0.66% Reduce -1.1% 8,004 $589K
Clark Capital Management Group, Inc. 0.00% Reduce -0.3% 8,003 $589K
Truefg, LLC 0.16% Add +6.6% 7,994 $589K
Hopwood Financial Services, Inc. 0.40% Add +0.4% 7,989 $588K
Bessemer Group Inc. 0.00% Add +105.5% 7,969 $587K
LJI Wealth Management, LLC 0.09% Reduce -55.2% 7,961 $586K
Rock Point Advisors, LLC 0.16% No change 7,955 $586K
Sand Hill Global Advisors, LLC 0.02% Add +7.1% 7,924 $584K
DUTCH ASSET Corp 0.39% Reduce -46.9% 7,917 $583K
Lodestar Private Asset Management LLC 0.06% Reduce -14.7% 7,916 $583K
McAdam, LLC 0.03% Add +22.8% 7,910 $582K
Elevation Point Wealth Partners, LLC 0.01% New 7,863 $579K
Ashton Thomas Securities, LLC 0.07% Reduce -12.4% 7,831 $577K
Magnus Financial Group LLC 0.05% Add +35.0% 7,792 $574K
RS Crum Inc. 0.11% New 7,774 $572K
Sendero Wealth Management, LLC 0.06% Add +0.4% 7,733 $569K
Aries Wealth Management 0.12% No change 7,677 $565K
North Dallas Bank & Trust Co. 0.38% No change 7,650 $563K
New England Private Wealth Advisors LLC 0.06% Add +0.6% 7,637 $562K
Successful Portfolios LLC 0.31% Add +3.7% 7,629 $562K
Bond & Devick Financial Network, Inc. 0.16% Add +0.5% 7,619 $561K
STAR Financial Bank 0.26% Reduce -3.1% 7,595 $559K
My Personal CFO, LLC 0.24% Reduce -23.7% 7,576 $558K
Callan Family Office, LLC 0.01% No change 7,562 $557K
Liberty Wealth Management LLC 0.07% Add +46.6% 7,453 $549K
San Luis Wealth Advisors LLC 0.09% Reduce -2.2% 7,422 $547K
Brand Asset Management Group, Inc. 0.14% Add +2.7% 7,413 $546K
WESCAP Management Group, Inc. 0.11% Reduce -24.9% 7,403 $545K
Access Financial Services, Inc. 0.19% Add +26.2% 7,367 $542K
SMI Advisory Services, LLC 0.09% Add +3.2% 7,383 $542K
WealthSpring Partners, LLC 0.50% Add +56.5% 7,334 $540K
Finward Bancorp 0.43% Reduce -10.9% 7,331 $540K
Nordwand Advisors, LLC 0.09% No change 7,325 $539K
Falcon Wealth Planning 0.04% Reduce -5.1% 7,317 $539K
TAGStone Capital, Inc. 0.19% New 7,292 $537K
Institute for Wealth Management, LLC. 0.06% Reduce -3.5% 7,252 $534K
Abacus Planning Group, Inc. 0.07% No change 7,160 $527K
CENTRAL TRUST Co 0.01% Reduce -17.4% 7,142 $526K
Avise Financial Cooperative, Inc. 0.43% New 7,083 $522K
RKL Wealth Management LLC 0.05% New 7,032 $518K
Insight Advisors, LLC/ PA 0.10% Add +46.3% 7,019 $517K
Elevate Capital Advisors, LLC 0.33% Add +16.0% 6,997 $515K
TPG Advisors LLC 0.32% Reduce -1.6% 6,987 $515K
Mycio Wealth Partners, LLC 0.10% Add +25.2% 6,947 $512K
Fusion Family Wealth, LLC 0.04% New 6,915 $509K
Hardworking Capital Advisors, LLC 0.48% No change 6,905 $508K
Sanchez Gaunt Capital Management, LLC 0.31% — 6,843 $504K
Lazari Capital Management, Inc. 0.18% Reduce -5.0% 6,824 $503K
Kagan Cocozza Asset Management 0.35% New 6,795 $500K
Keener Financial Planning LLC 0.21% Reduce -2.5% 6,800 $500K
Roberts Glore & Co. Inc. 0.14% Reduce -0.7% 6,751 $497K
Churchill Financial Advisors, LLC 0.10% Add +18.2% 6,740 $496K
SWP Financial LLC 0.25% Add +23.1% 6,718 $495K
First Growth Capital LLC 0.45% Reduce -54.3% 6,723 $494K
Scott & Selber, Inc. 0.13% Add +4.7% 6,692 $493K
Ballast Rock Private Wealth LLC 0.27% Reduce -0.8% 6,664 $491K
Power Wealth Management LLC 0.18% Reduce -7.4% 6,636 $489K
Axis Wealth Partners, LLC 0.26% Add +0.9% 6,627 $488K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Reduce -1.3% 6,614 $487K
Legacy Wealth Managment, LLC 0.24% Add +190.5% 6,595 $486K
Smith, Moore & Co. 0.04% Add +28.4% 6,571 $484K
Sterling Investment Advisors, Ltd. 0.09% No change 6,550 $482K
Miller Capital Partners, Inc. 0.23% No change 6,493 $478K
Focused Alpha, LLC 0.15% Reduce -2.4% 6,488 $478K
Diversified Portfolios, Inc. 0.04% Reduce -71.8% 6,461 $476K
Larson Financial Group LLC 0.02% Reduce -28.9% 6,458 $476K
Guyasuta Investment Advisors Inc. 0.03% Add +41.0% 6,442 $474K
Barrett & Company, Inc. 0.16% Reduce -0.9% 6,438 $474K
Certuity, LLC 0.03% New 6,431 $474K
First National Trust Co 0.02% Add +5.7% 6,395 $471K
USAdvisors Wealth Management, LLC 0.16% Add +0.4% 6,409 $470K
Cfo Capital Management LLC 0.39% Reduce -3.4% 6,373 $468K
Keystone Global Partners, LLC 0.21% Reduce -4.2% 6,327 $466K
Moss Adams Wealth Advisors LLC 0.03% New 6,313 $465K
Orleans Capital Management Corp. 0.31% No change 6,300 $464K
Sandbox Financial Partners, LLC 0.13% Add +0.1% 6,299 $464K
Timothy G. Youngquist 2020 Irrevocable Trust 0.23% New 6,295 $464K
Clarity Capital Advisors, LLC 0.22% Reduce -0.7% 6,294 $463K
Northern Lights Advisors, Inc. 0.31% Reduce -4.0% 6,286 $463K
Emergent Wealth Advisors, LLC 0.27% New 6,252 $460K
WNY Asset Management, LLC 0.05% — 6,252 $460K
CVA Family Office, LLC 0.05% Reduce -0.9% 6,226 $458K
TFB Advisors LLC 0.24% Reduce -13.7% 6,202 $457K
Tradewinds, LLC. 0.15% No change 6,204 $455K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -6.4% 6,175 $455K
Kingsbury Capital Investment Advisors LLC 0.43% — 6,161 $454K
Post Resch Tallon Group Inc. 0.37% Reduce -4.5% 6,167 $453K
Balboa Wealth Partners 0.08% Add +3.3% 6,138 $452K
Fingerlakes Wealth Management, Inc. 0.30% Reduce -0.4% 6,135 $452K
Lazard Asset Management LLC 0.00% No change 6,113 $450K
Fjell Capital, LLC 0.34% Reduce -11.4% 6,068 $447K
Certified Advisory Corp 0.04% Add +0.3% 6,063 $446K
MidAtlantic Capital Management, Inc. 0.31% Reduce -2.8% 6,050 $446K
Ancora Advisors LLC 0.01% Reduce -10.1% 6,046 $445K
Everstar Asset Management, LLC 0.24% New 6,040 $445K
Essex Financial Services, Inc. 0.02% Add +60.6% 6,037 $445K
Pictet North America Advisors SA 0.04% New 6,000 $442K
Northeast Financial Group, Inc. 0.12% Reduce -5.1% 5,993 $441K
Wayfinding Financial, LLC 0.19% No change 5,990 $441K
EJMK Ventures LLC 0.25% Add +15.5% 5,963 $439K
Redwood Park Advisors LLC 0.32% Reduce -3.7% 5,960 $439K
Earned Wealth Advisors, LLC 0.03% Add +46.8% 5,958 $439K
NorthLanding Financial Partners, LLC 0.35% Add +0.6% 5,947 $438K
Baldwin Wealth Partners LLC 0.03% Reduce -2.7% 5,927 $436K
Strategic Blueprint, LLC 0.03% Add +27.0% 5,899 $434K
Charter Capital Management, LLC\DE 0.22% No change 5,887 $434K
BayBridge Capital Group, LLC 0.27% No change 5,844 $433K
Town Capital LLC 0.35% Reduce -9.1% 5,856 $431K
Security National Bank of So Dak 0.21% Add +73.9% 5,853 $431K
Aurora Private Wealth, Inc. 0.31% Reduce -52.7% 5,810 $430K
Obermeyer Wealth Partners 0.02% No change 5,830 $429K
Texas Bank & Trust Co 0.16% Reduce -18.7% 5,827 $429K
Strategic Wealth Partners, Ltd. 0.03% Add +61.4% 5,827 $429K
Accurate Wealth Management, LLC 0.05% Reduce -23.0% 5,822 $429K
Capital Advisors Wealth Management, LLC 0.06% Add +4.1% 5,814 $428K
Innovative Wealth Building LLC 0.30% New 5,802 $427K
Vision Financial Markets LLC 0.42% No change 5,796 $427K
Modus Advisors, LLC 0.12% Reduce -37.6% 5,792 $427K
NorthStar Asset Management LLC 0.21% Reduce -0.8% 5,792 $427K
Blue Fin Capital, Inc. 0.07% Add +1.1% 5,733 $422K
Papamarkou Wellner Asset Management inc. 0.26% No change 5,730 $422K
Wealth Enhancement Trust Services, Inc. 0.05% Add +32.6% 5,682 $418K
Cypress Wealth Services, LLC 0.06% Add +19.5% 5,670 $418K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% No change 5,670 $418K
Diversified Management Inc. 0.07% No change 5,633 $415K
Plante Moran Financial Advisors, LLC 0.03% Add +12052.2% 5,590 $412K
Capital Group Private Client Services, Inc. 0.01% Reduce -3.0% 5,579 $411K
Fiera Capital Corp 0.00% Add +3.2% 5,567 $410K
Brave Asset Management Inc. 0.10% No change 5,524 $407K
King Wealth Management Group 0.05% Reduce -3.0% 5,503 $405K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -2.7% 5,486 $404K
Opes Wealth Management LLC 0.07% Add +0.8% 5,458 $402K
Lowe Brockenbrough & Co. Inc. 0.02% Add +105.4% 5,457 $402K
National Wealth Management Group, LLC 0.15% Reduce -13.1% 5,456 $402K
XML Financial, LLC 0.03% New 5,448 $401K
Glen Eagle Advisors, LLC 0.06% Add +128.4% 5,442 $401K
BWM Planning, LLC 0.11% No change 5,428 $400K
Oak Grove Capital LLC 0.07% New 5,377 $396K
Austin Wealth Management, LLC 0.09% New 5,380 $395K
HM Payson & Co. 0.01% Reduce -7.0% 5,336 $393K
One Wealth Management Investment & Advisory Services, LLC 0.47% Add +75.3% 5,323 $392K
Pacific Financial Group Inc. 0.21% Add +15.1% 5,303 $391K
Adirondack Trust Co. 0.13% No change 5,275 $388K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% Add +14.6% 5,239 $386K
SVRN Asset Management, LLC 0.37% Add +0.6% 5,232 $385K
Guardsman Private Capital Management, Inc. 0.30% No change 5,231 $385K
Mustard Seed Financial, LLC 0.23% Reduce -4.0% 5,218 $384K
Allstreet Capital Advisors LLC 0.28% Add +2.5% 5,177 $381K
AlTi Global, Inc. 0.01% Reduce -2.5% 5,161 $380K
Whitcomb & Hess, Inc. 0.09% No change 5,155 $380K
IFC & Insurance Marketing, Inc. 0.40% Add +85.0% 5,150 $379K
GC Wealth Management RIA, LLC 0.02% No change 5,141 $379K
Horizon Investments, LLC 0.00% Add +100.0% 5,144 $376K
Advisortrust Partners, LLC 0.16% No change 5,109 $376K
Symphony Financial, Ltd. Co. 0.05% Reduce -12.9% 5,106 $376K
Anchor Capital Advisors LLC 0.01% No change 5,100 $376K
Simmons Bank 0.03% Reduce -15.1% 5,097 $375K
Retirement Income Solutions, Inc. 0.06% New 5,094 $375K
Prostatis Group LLC 0.10% Reduce -14.9% 5,092 $375K
Destination Wealth Management 0.01% Reduce -46.3% 5,092 $375K
City National Bank of Florida 0.22% No change 5,067 $373K
BCU Wealth Advisors, LLC 0.14% Add +0.6% 5,065 $373K
Unique Wealth Strategies, LLC 0.15% Add +0.5% 5,061 $373K
Sentinel Advisory Group, LLC 0.18% — 5,060 $373K
Portfolio Resources Advisor Group, Inc. 0.37% No change 5,059 $373K
Oak Harvest Investment Services 0.04% New 5,051 $372K
Arcadia Wealth Management, Inc. 0.20% No change 5,043 $371K
Balefire, LLC 0.07% New 5,042 $371K
United Asset Strategies, Inc. 0.03% Reduce -8.0% 5,033 $371K
Quadcap Wealth Management, LLC 0.04% Reduce -8.9% 5,029 $370K
Empower Advisory Group, LLC 0.00% Reduce -26.6% 5,020 $370K
Stegner Investment Associates Inc. 0.20% Add +4.8% 5,013 $369K
Cascades Capital Asset Management, LLC 0.16% New 5,000 $368K
Rodgers Brothers Inc. 0.04% No change 5,000 $368K
Intrua Financial, LLC 0.04% Add +41.9% 4,982 $367K
Cassilly Financial Group LLC 0.32% Add +2.5% 4,972 $366K
RAM Investment Partners, LLC 0.06% Add +0.1% 4,959 $365K
Pinion Investment Advisors, LLC 0.09% New 4,953 $365K
Rothschild Investment LLC 0.02% Add +12.7% 4,930 $363K
Intergy Private Wealth, LLC 0.11% Add +19.2% 4,930 $363K
Harbor Investment Advisory, LLC 0.03% Reduce -10.9% 4,915 $362K
Community Bank, N.A. 0.04% Add +26.6% 4,913 $362K
Pillar Financial Advisors, LLC 0.21% No change 4,905 $361K
Northwest Financial Advisors 0.69% Reduce -15.3% 4,866 $358K
Pacific Excel Wealth Advisors, Inc. 0.38% New 4,846 $357K
Reicon Wealth Advisors, LLC 0.27% No change 4,840 $356K
MRWM Advisors, LLC 0.19% Add +12.6% 4,837 $356K
LRI Investments, LLC 0.03% Add +0.6% 4,820 $355K
World Equity Group, Inc. 0.09% Reduce -11.4% 4,811 $354K
Kintra Wealth, LLC 0.02% New 4,785 $352K
Parkshore Wealth Management, Inc. 0.12% Reduce -13.9% 4,777 $352K
Lakeridge Wealth Management LLC 0.15% No change 4,770 $351K
Tennessee Valley Asset Management Partners 0.05% Reduce -3.2% 4,752 $350K
SOA Wealth Advisors, LLC. 0.07% Add +0.3% 4,752 $350K
Pitcairn Wealth Advisors LLC 0.03% Reduce -0.0% 4,719 $350K
Downshift Financial, LLC 0.18% New 4,743 $349K
GLR Partners, LLC 0.19% — 4,731 $348K
Platform Technology Partners 0.07% New 4,721 $348K
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.8% 4,718 $347K
Arbor Wealth Management LLC\AZ 0.34% Reduce -0.3% 4,711 $347K
Segment Wealth Management, LLC 0.02% New 4,704 $346K
Morris Financial Concepts, Inc. 0.12% No change 4,700 $346K
Wells Financial Advisors INC 1.57% Reduce -61.5% 4,692 $346K
Thrive Wealth Management, LLC 0.05% New 4,682 $345K
Capital Planning LLC 0.11% Add +21.2% 4,675 $344K
VSM Wealth Advisory, LLC 0.10% Add +12.2% 4,672 $344K
SteelPeak Wealth, LLC 0.01% Reduce -19.7% 4,667 $344K
Van Diest Capital, LLC 0.27% Add +9.4% 4,603 $339K
Strait & Sound Wealth Management LLC 0.13% Add +57.2% 4,593 $338K
ONE Advisory Partners, LLC 0.10% No change 4,575 $337K
Knights of Columbus Asset Advisors LLC 0.02% Add +40.5% 4,571 $337K
Revolve Wealth Partners, LLC 0.04% Reduce -29.5% 4,561 $336K
Penobscot Investment Management Company, Inc. 0.03% No change 4,548 $335K
Williams Jones Wealth Management, LLC. 0.00% No change 4,533 $334K
Astoria Portfolio Advisors LLC. 0.07% Add +12.1% 4,512 $333K
Persium Advisors, LLC 0.26% No change 4,499 $331K
MBL Wealth, LLC 0.02% Add +0.6% 4,413 $325K
Genesee Capital Advisors, LLC 0.14% Add +0.6% 4,404 $324K
Cornerstone Management, Inc. 0.05% No change 4,374 $322K
Fiduciary Alliance LLC 0.02% Reduce -3.7% 4,358 $322K
Stone House Investment Management, LLC 0.06% Add +94.0% 4,362 $321K
Midwestern Financial, LLC 0.25% Add +0.7% 4,360 $321K
Waterloo Capital, L.P. 0.02% Reduce -9.7% 4,359 $321K
WoodTrust Financial Corp 0.04% Reduce -63.1% 4,363 $321K
Wealth Watch Advisors, INC 0.13% Reduce -6.0% 4,352 $320K
Private Advisory Group LLC 0.02% New 4,341 $320K
Kiley Juergens Wealth Management, LLC 0.06% New 4,330 $319K
Walter & Keenan Wealth Management LLC /in/ 0.09% Add +4.7% 4,318 $318K
Gilman Hill Asset Management, LLC 0.05% Add +4.9% 4,307 $317K
Summit Asset Management, LLC 0.04% Add +12.2% 4,289 $316K
Vivid Wealth Management, LLC 0.13% No change 4,286 $316K
1900 Wealth Management LLC 0.02% Add +0.6% 4,286 $316K
LongView Wealth Management 0.08% Reduce -6.6% 4,244 $314K
Granite Bay Wealth Management, LLC 0.07% No change 4,244 $313K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 4,229 $311K
Bright Futures Wealth Management, LLC. 0.21% Reduce -16.2% 4,227 $311K
Towneley Capital Management, Inc / DE 0.07% Reduce -3.0% 4,220 $311K
Texas Yale Capital Corp. 0.01% Reduce -5.1% 4,150 $306K
Ankerstar Wealth, LLC 0.32% Reduce -30.8% 4,145 $305K
Boston Family Office LLC 0.02% Add +31.8% 4,147 $305K
Capital Investment Advisory Services, LLC 0.02% Add +8.1% 4,136 $305K
Warwick Investment Management, Inc. 0.04% No change 4,133 $304K
Dorato Capital Management 0.22% Reduce -1.0% 4,113 $303K
Awm Capital, LLC 0.03% Reduce -19.6% 4,117 $303K
Princeton Global Asset Management LLC 0.05% Reduce -3.3% 4,113 $303K
CFM Wealth Partners LLC 0.05% No change 4,103 $302K
Allen Investment Management, LLC 0.00% No change 4,068 $300K
Woodside Wealth Management LLC 0.23% Add +2.7% 4,060 $299K
Hilltop National Bank 0.07% No change 4,058 $299K
MKT Advisors LLC 0.10% No change 4,055 $298K
Octavia Wealth Advisors, LLC 0.03% Reduce -10.7% 4,049 $298K
EnRich Financial Partners LLC 0.08% No change 4,007 $295K
Melfa Wealth Management, Inc. 0.17% No change 4,005 $295K
Bravera Wealth 0.13% New 4,003 $295K
Fidelis Capital Partners, LLC 0.02% Reduce -71.3% 4,000 $295K
Wealth Alliance, LLC 0.03% Reduce -0.3% 3,988 $294K
Stonebridge Financial Planning Group, LLC 0.11% Reduce -88.6% 3,972 $293K
Atlanta Consulting Group Advisors, LLC 0.06% No change 3,972 $293K
Rather & Kittrell, Inc. 0.05% New 3,969 $292K
Black Diamond Financial, LLC 0.03% Add +13.0% 3,968 $292K
Protective Life Corp. 0.97% New 3,966 $292K
Moors & Cabot, Inc. 0.01% Reduce -18.1% 3,966 $292K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -91.2% 3,933 $290K
Latitude Advisors, LLC 0.13% Add +4.2% 3,930 $289K
Cassaday & Co Wealth Management LLC 0.01% Reduce -10.2% 3,924 $289K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -27.1% 3,922 $289K
Cullen/Frost Bankers, Inc. 0.00% Add +17.1% 3,911 $288K
Indivisible Partners 0.03% Add +22.0% 3,895 $287K
Livet Wealth, LLC 0.18% Reduce -8.8% 3,893 $287K
BlackDiamond Wealth Management, LLC 0.14% No change 3,880 $286K
Urban Wealth Management, LLC 0.29% Reduce -58.1% 3,857 $284K
Denver PWM, LLC 0.10% No change 3,861 $284K
New Insight Wealth Advisors 0.10% No change 3,841 $283K
Private Wealth Asset Management, LLC 0.03% Reduce -80.6% 3,840 $283K
Arwa LLC 0.14% Reduce -20.7% 3,825 $282K
TrustWell Financial Advisors, LLC 0.26% Add +6.2% 3,807 $280K
Headinvest, LLC 0.06% Add +12.3% 3,805 $280K
Twelve Points Wealth Management LLC 0.06% No change 3,801 $280K
Invariant Investment Management 0.17% Reduce -18.2% 3,754 $277K
Wellington-Altus USA Inc. 0.16% New 3,770 $277K
Diversify Advisory Services, LLC 0.04% Reduce -94.4% 3,764 $276K
Sweeney & Michel, LLC 0.08% Add +0.7% 3,721 $275K
Enclave Advisors LLC 0.04% Reduce -10.6% 3,719 $274K
Purpose Unlimited Inc. 0.01% New 3,702 $273K
Tanglewood Wealth Management, Inc. 0.02% No change 3,695 $272K
Artesa Financial Group, LLC 0.26% Reduce -23.1% 3,656 $269K
DeLarme Wealth Management, Inc. 0.17% New 3,646 $268K
LMG Wealth Partners, LLC 0.05% Add +2.5% 3,645 $268K
Paulson Wealth Management Inc. 0.06% Add +3.6% 3,639 $268K
Clay Northam Wealth Management, LLC 0.15% No change 3,637 $268K
Synergy Asset Management, LLC 0.03% Add +33.0% 3,636 $268K
Stirlingshire Investments, Inc. 0.23% Reduce -0.3% 3,621 $267K
Wincap Financial LLC 0.18% Add +4.9% 3,617 $266K
Palisade Asset Management, LLC 0.03% Reduce -1.8% 3,615 $266K
BLB&B Advisors, LLC 0.01% Add +5.4% 3,613 $266K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.2% 3,602 $265K
Vantage Point Financial LLC 0.09% Reduce -1.2% 3,599 $265K
Turn8 Private Wealth Inc. 0.17% Add +22.8% 3,602 $265K
One Degree Advisors Inc 0.07% Add +10.2% 3,599 $265K
Kraft, Davis & Associates, LLC 0.06% Add +1.9% 3,572 $263K
Duncker Streett & Co. Inc. 0.05% No change 3,565 $263K
Manske Wealth Management 0.07% Reduce -9.8% 3,544 $261K
Advisor OS, LLC 0.02% New 3,538 $261K
Dimension Capital Management LLC 0.04% No change 3,530 $260K
First American Bank 0.02% New 3,525 $260K
Haven Private, LLC 0.11% New 3,523 $259K
Kathmere Capital Management, LLC 0.02% Reduce -6.2% 3,519 $259K
rebel Financial LLC 0.11% Add +10.6% 3,507 $258K
CFO4Life Group, LLC 0.04% Reduce -2.3% 3,506 $258K
Rockingstone Advisors LLC 0.12% No change 3,500 $258K
Cornerstone Planning Group LLC 0.03% Reduce -81.7% 3,509 $257K
Ruggiero Investments, Inc. 0.25% New 3,481 $256K
Cane Capital Partners, LLC 0.11% No change 3,481 $256K
Northstar Financial Companies, Inc. 0.20% New 3,461 $255K
Bank Ozk 0.09% No change 3,445 $254K
Acorn Financial Advisory Services Inc. 0.03% Reduce -23.1% 3,418 $252K
Guardian Wealth Advisors, LLC / NC 0.02% No change 3,409 $251K
WESPAC Advisors, LLC 0.14% Reduce -34.8% 3,408 $251K
Invst, LLC 0.03% Reduce -8.8% 3,404 $251K
Vawter Financial, Ltd. 0.11% Add +11.0% 3,403 $251K
J Hagan Capital, Inc. 0.14% Reduce -2.8% 3,401 $250K
Meriwether Wealth & Planning, LLC 0.14% No change 3,400 $250K
Elevatus Welath Management 0.13% Reduce -9.5% 3,386 $249K
Towerpoint Wealth, LLC 0.10% No change 3,385 $249K
Jaffetilchin Investment Partners, LLC 0.01% New 3,375 $249K
Eclectic Associates Inc. 0.03% Add +7.3% 3,362 $248K
Advisory Alpha, LLC 0.01% Reduce -11.9% 3,353 $247K
FFG Partners, LLC 0.10% Add +0.6% 3,339 $246K
Everpar Advisors LLC 0.08% No change 3,333 $245K
Five Oceans Advisors 0.09% Reduce -11.4% 3,305 $243K
Fischer Investment Strategies, LLC 0.14% Reduce -43.9% 3,298 $243K
Tritonpoint Wealth, LLC 0.03% New 3,297 $243K
Foster Victor Wealth Advisors, LLC 0.01% Add +1.3% 3,265 $242K
Stillwater Private Wealth, LLC 0.20% — 3,272 $240K
Maia Wealth LLC 0.04% New 3,250 $239K
Abacus Wealth Partners, LLC 0.02% New 3,247 $239K
Exit Wealth Advisors, LLC. 0.12% New 3,246 $239K
AssuredPartners Investment Advisors, LLC 0.03% New 3,253 $239K
Pacifica Partners Inc. 0.08% Reduce -7.4% 3,244 $239K
Arlington Trust Co LLC 0.02% Add +36.3% 3,244 $239K
Mayfair Advisory Group, LLC 0.08% Add +1.3% 3,228 $238K
Peterson Wealth Management 0.14% Add +0.7% 3,210 $236K
CX Institutional 0.01% Add +5.1% 3,210 $236K
Baskin Financial Services Inc. 0.02% No change 3,185 $235K
First Hawaiian Bank 0.03% No change 3,164 $233K
Key Financial Inc 0.04% Add +0.1% 3,151 $232K
Greenhouse Wealth Management, LLC 0.14% No change 3,140 $231K
Sherman Wealth Management LLC 0.20% Reduce -39.2% 3,104 $229K
Montecito Bank & Trust 0.04% No change 3,097 $228K
Patten & Patten Inc. 0.01% No change 3,097 $228K
Fiduciary Financial Advisors 0.20% — 3,068 $226K
Fortune Financial Group, Inc. 0.20% No change 3,058 $225K
Hoge Financial Services, LLC 0.12% New 3,039 $224K
UNIVEST FINANCIAL Corp 0.01% Reduce -69.0% 3,035 $223K
Elevation Wealth Management LLC 0.20% Reduce -19.6% 3,027 $223K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -23.6% 3,023 $223K
XY Planning Network, Inc. 0.04% Reduce -19.5% 3,032 $223K
Indiana Trust & Investment Management Co 0.07% No change 3,007 $221K
Stone Summit Wealth LLC 0.06% Reduce -66.2% 3,007 $221K
Signet Investment Advisory Group, Inc. 0.10% No change 3,000 $221K
Third View Private Wealth, LLC 0.03% New 2,990 $220K
Miramontes Capital, LLC 0.08% New 2,988 $220K
Westchester Capital Management, Inc. 0.04% No change 2,988 $220K
American Financial Advisors, LLC 0.03% New 2,961 $218K
Aberdeen Group plc 0.00% New 2,953 $217K
JGP Wealth Management, LLC 0.02% Reduce -26.8% 2,937 $216K
Mainsail Asset Management, LLC 0.10% Reduce -0.2% 2,931 $216K
Lockerman Financial Group, Inc. 0.39% Reduce -2.4% 2,921 $215K
Peachtree Investment Partners, LLC 0.08% No change 2,920 $215K
Kaizen Financial Strategies 0.09% Add +1.0% 2,901 $214K
Stone Wealth Partners 0.19% No change 2,905 $214K
HRC Wealth Management, LLC 0.10% Reduce -5.1% 2,892 $213K
Naples Global Advisors, LLC 0.02% No change 2,886 $213K
Caitlin John, LLC 0.13% Reduce -0.4% 2,886 $213K
Sterling Financial Planning, Inc. 0.06% Reduce -63.4% 2,883 $212K
GM Advisory Group, LLC 0.01% Add +0.0% 2,875 $212K
Shepherd Street Advisors LLC 0.21% Reduce -9.3% 2,873 $212K
Sunpointe, LLC 0.07% Reduce -18.8% 2,856 $210K
Sentinel Pension Advisors, LLC 0.03% New 2,829 $208K
Checchi Capital Advisers, LLC 0.01% New 2,818 $208K
Members Trust Co 0.01% Reduce -4.5% 2,818 $208K
Jump Financial, LLC 0.00% Reduce -68.2% 2,802 $206K
Hillcrest Wealth Advisors - NY, LLC 0.08% No change 2,775 $204K
Crews Bank & Trust 0.03% No change 2,771 $204K
Glassman Wealth Services 0.03% Add +1.2% 2,756 $203K
Resolute Wealth Advisor, Inc. 0.12% — 2,749 $202K
Ground Swell Capital, LLC 0.42% New 2,746 $202K
Advance Capital Management, Inc. 0.01% New 2,730 $201K
Tiller Private Wealth, Inc. 0.07% New 2,722 $200K
MCF Advisors LLC 0.01% Add +1.7% 2,702 $199K
Tucker Asset Management LLC 0.06% Reduce -33.1% 2,631 $194K
Qube Research & Technologies Ltd 0.00% New 2,617 $193K
Pinney & Scofield, Inc. 0.10% Add +20.3% 2,568 $189K
LFA - Lugano Financial Advisors SA 0.10% No change 2,575 $188K
Trust Co. of Toledo NA 0.02% Add +221.1% 2,469 $182K
Founders Financial Alliance, LLC 0.03% Add +670.5% 2,458 $181K
Aspect Partners, LLC 0.07% No change 2,390 $176K
Ares Financial Consulting, LLC 0.13% Add +0.6% 2,336 $171K
Gilpin Wealth Management, LLC 0.13% Add +120.2% 2,202 $162K
Brown Brothers Harriman & Co. 0.00% Reduce -90.1% 2,194 $162K
Fourth Dimension Wealth, LLC 0.06% Reduce -8.1% 2,120 $156K
Union Savings Bank 0.07% No change 2,078 $153K
Gen-Wealth Partners Inc 0.05% No change 152,652 $153K
Elgethun Capital Management 0.03% Add +11.5% 2,053 $151K
Chapman Financial Group, LLC 0.11% Reduce -42.3% 2,044 $151K
Montag A & Associates Inc. 0.01% No change 2,000 $147K
Chilton Capital Management LLC 0.00% Reduce -70.7% 1,917 $141K
Darwin Wealth Management, LLC 0.04% Add +34.5% 1,899 $140K
Godfrey Financial Associates, Inc. 0.12% Add +0.4% 1,885 $139K
Atlantic Union Bankshares Corp 0.00% Reduce -33.4% 1,865 $137K
KERR FINANCIAL PLANNING Corp 0.10% Add +11.7% 1,860 $137K
Front Row Advisors LLC 0.05% Add +0.1% 1,811 $133K
Motco 0.01% New 1,752 $129K
Hamrick Investment Counsel, llc 0.07% No change 1,730 $127K
Hazlett, Burt & Watson, Inc. 0.04% Add +467.7% 1,703 $127K
Signature Equity Partners, LLC 0.07% Add +21.2% 1,715 $126K
United Financial Planning Group LLC 0.07% Reduce -83.2% 1,714 $126K
Tsfg, LLC 0.02% Add +26.5% 1,533 $113K
Financial Freedom, LLC 0.06% Add +56.7% 1,526 $112K
Hara Capital LLC 0.06% New 1,512 $111K
Tidemark, LLC 0.03% Add +49.4% 1,466 $108K
Operose Advisors LLC 0.02% Add +598.1% 1,452 $107K
Wellington Grp LLC 0.03% Add +27.2% 1,446 $106K
Ameliora Wealth Management Ltd. 0.03% No change 1,443 $106K
Evolution Wealth Management Inc. 0.08% No change 1,411 $104K
Kelleher Financial Advisors 0.03% Add +15.1% 1,410 $104K
Aventura Private Wealth, LLC 0.04% No change 1,357 $100K
Salem Investment Counselors Inc. 0.00% New 1,310 $96K
Proathlete Wealth Management LLC 0.03% Reduce -3.2% 1,256 $94K
Acima Private Wealth, LLC 0.03% Reduce -1.3% 1,261 $93K
Sunbelt Securities, Inc. 0.01% No change 1,239 $91K
Whittier Trust Co. 0.00% Add +5.4% 1,212 $89K
Park Place Capital Corp 0.02% Add +0.6% 1,201 $88K
Innovative Asset Advisors Group, LLC 0.05% — 1,197 $88K
Elevated Capital Advisors, LLC 0.02% Reduce -76.3% 1,178 $87K
Investors Research Corp 0.02% Reduce -3.1% 1,171 $86K
Valley Wealth Managers, Inc. 0.01% Reduce -6.5% 1,171 $86K
American National Bank & Trust 0.01% No change 1,114 $82K
Rakuten Securities, Inc. 0.03% Reduce -49.0% 1,089 $80K
Southern Michigan Bank & Trust 0.03% — 1,076 $79K
Golden State Wealth Management, LLC 0.01% Reduce -16.1% 996 $73K
Hickory Point Bank & Trust 0.05% New 993 $73K
Investors Portfolio Services LLC 0.07% No change 965 $71K
Reyes Financial Architecture, Inc. 0.06% Reduce -23.9% 946 $70K
McGuire Capital Advisors Inc. 0.04% Add +36.2% 936 $69K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -44.0% 885 $65K
Howe & Rusling Inc. 0.00% Add +30.2% 884 $65K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.7% 885 $65K
Coastline Trust Co 0.01% Reduce -3.0% 871 $64K
Fortis Group Advisors, LLC 0.01% No change 845 $62K
Strive Financial Group ,LLC 0.03% New 834 $61K
Vision Retirement, LLC 0.02% Add +511.3% 813 $60K
Lloyd Advisory Services, LLC. 0.02% New 796 $59K
Kingdom Financial Group LLC. 0.02% Add +36.3% 796 $59K
Murphy & Mullick Capital Management Corp 0.04% Reduce -62.0% 791 $58K
Napier Financial, LLC 0.01% New 784 $58K
Bear Mountain Capital, Inc. 0.02% Reduce -99.7% 757 $56K
Go Invest LLC 0.02% Add +3.7% 760 $56K
Dagco, Inc. 0.01% Add +0.7% 725 $53K
Graney & King, LLC 0.03% No change 709 $52K
Pittenger & Anderson Inc. 0.00% No change 691 $51K
Teachers Insurance & Annuity Association of America 0.06% No change 688 $51K
Hurley Capital, LLC 0.03% No change 659 $49K
Chesapeake Asset Management LLC 0.04% Reduce -38.6% 656 $48K
Activest Wealth Management 0.01% Add +0.5% 654 $48K
Center for Financial Planning, Inc. 0.00% No change 631 $46K
Peoples Financial Services Corp. 0.02% No change 619 $46K
Nova Wealth Management, Inc. 0.03% Add +225.3% 605 $45K
Birchwood Financial Partners, Inc. 0.04% Reduce -26.0% 588 $43K
GHP Investment Advisors, Inc. 0.00% No change 575 $42K
Biltmore Family Office, LLC 0.01% Reduce -18.1% 565 $42K
SouthState Bank Corp 0.00% Reduce -96.3% 552 $41K
Capital & Planning, LLC 0.02% New 550 $41K
YANKCOM Partnership 0.02% No change 550 $41K
Hoese & Co LLP 0.03% No change 540 $40K
Global Assets Advisory, LLC 0.01% Reduce -96.6% 149 $39K
Parkside Financial Bank & Trust 0.00% Reduce -70.6% 519 $38K
Mb, Levis & Associates, LLC 0.02% Add +0.6% 501 $37K
Greykasell Wealth Strategies, Inc. 0.01% Add +420.0% 494 $36K
IFG Advisory, LLC 0.10% Reduce -93.2% 490 $36K
JDM Financial Group LLC 0.01% Reduce -73.7% 488 $36K
Turim 21 Investimentos Ltda. 0.01% No change 484 $36K
Financial Network Wealth Advisors LLC 0.04% Reduce -70.1% 483 $36K
Keating Financial Advisory Services, Inc. 0.01% No change 479 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -54.2% 453 $33K
Physician Wealth Advisors, Inc. 0.00% Add +10.1% 448 $33K
FAS Wealth Partners, Inc. 0.00% Reduce -2.6% 442 $33K
Virginia Estate & Retirement Planning Advisors Inc. 0.06% — 108 $32K
Anfield Capital Management, LLC 0.01% New 433 $32K
Maseco LLP 0.00% Reduce -45.0% 419 $31K
MidFirst Bank 0.00% Reduce -47.6% 405 $30K
Three Bearings Fiduciary Advisors, Inc. 0.03% No change 402 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Add +159.7% 387 $28K
Ameriflex Group, Inc. 0.01% Add +23.1% 384 $28K
Financial Gravity Asset Management, Inc. 0.00% No change 370 $27K
Tower View Wealth Management LLC 0.01% Add +0.6% 368 $27K
Destiny Wealth Partners, LLC 0.00% New 360 $27K
Hilton Head Capital Partners, LLC 0.01% No change 353 $26K
Addison Advisors LLC 0.01% New 353 $26K
Evermay Wealth Management LLC 0.00% New 347 $26K
Opal Wealth Advisors, LLC 0.01% New 344 $25K
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
Basecamp Wealth Advisors LLC 0.00% Reduce -23.2% 318 $23K
Delos Wealth Advisors, LLC 0.01% No change 300 $22K
Bayban 0.02% No change 299 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 299 $22K
Scarborough Advisors, LLC 0.00% New 288 $21K
GAMMA Investing LLC 0.00% Add +1091.7% 286 $21K
Pflug Koory, LLC 0.01% Add +0.8% 262 $19K
Bollard Group LLC 0.00% Add +0.4% 257 $19K
Hantz Financial Services, Inc. 0.00% Reduce -37.7% 263 $19K
Davis Capital Management 0.01% No change 255 $19K
Transce3nd, LLC 0.16% No change 252 $19K
Key Capital Management, INC 0.01% Add +2.9% 252 $19K
MPWM Advisory Solutions, LLC 0.01% Reduce -28.8% 250 $18K
SHP Wealth Management 0.00% Add +74.5% 246 $18K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
United Community Bank 0.01% New 207 $15K
Lummis Asset Management, LP 0.01% No change 206 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 200 $15K
Financial Consulate, Inc. 0.00% No change 200 $15K
Trifecta Capital Advisors, LLC 0.00% No change 191 $14K
Millstone Evans Group, LLC 0.01% No change 184 $14K
Bellevue Asset Management, LLC 0.01% No change 181 $13K
Capital Advisors, Ltd. LLC 0.00% No change 180 $13K
Cypress Capital Management LLC (WY) 0.01% No change 175 $13K
Smallwood Wealth Investment Management, LLC 0.01% No change 155 $11K
IAG Wealth Partners, LLC 0.00% Add +21.1% 149 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +1.4% 147 $11K
Nemes Rush Group LLC 0.00% No change 143 $11K
Arvest Investments, Inc. 0.00% No change 139 $10K
Financial Life Planners 0.01% New 135 $10K
Owl Creek Wealth Partners LLC 0.00% — 128 $9K
Main Street Group, LTD 0.00% New 121 $9K
Wilkerson Advisory Group LLC 0.00% Reduce -67.8% 114 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 113 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 108 $8K
Asset Dedication, LLC 0.00% Reduce -90.0% 100 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 99 $7K
Eukles Asset Management 0.00% No change 85 $6K
Quaker Wealth Management, LLC 0.00% Add +1.3% 81 $6K
PlanVest Financial, Inc 0.00% — 80 $6K
Tradewinds Capital Management, LLC 0.00% No change 75 $6K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Retiremitten Financial LLC 0.00% — 68 $5K
Richardson Capital Management LLC 0.00% No change 62 $5K
Riverview Trust Co 0.01% New 61 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Mountain Hill Investment Partners Corp. 0.00% No change 55 $4K
Byrne Asset Management LLC 0.00% No change 51 $4K
Sofi Wealth, LLC 0.00% Reduce -77.9% 51 $4K
Rosenberg Matthew Hamilton 0.00% No change 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Mosley Wealth Management 0.00% New 46 $3K
DHJJ Financial Advisors, Ltd. 0.00% New 32 $2K
NFSG Corp 0.00% No change 32 $2K
Evergreen Advisors, LLC 0.00% New 31 $2K
Russell Investments Group, Ltd. 0.00% Reduce -85.9% 31 $2K
Hoey Investments, Inc. 0.00% No change 26 $2K
Bernard Wealth Management Corp. 0.00% No change 23 $2K
Merkkuri Wealth Advisors LLC 0.00% New 22 $2K
Monetary Solutions, Ltd 0.00% No change 21 $2K
Orion Capital Management LLC 0.00% Reduce -95.3% 20 $1K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% No change 18 $1K
Burkett Financial Services, LLC 0.00% Reduce -73.2% 15 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Team Financial Group, LLC 0.00% No change 6 $418
Morton Brown Family Wealth, LLC 0.00% Reduce -44.4% 5 $368
Adkins Seale Capital Management LLC 0.00% No change 4 $295
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -99.5% 4 $272
Walsh & Associates, LLC 0.00% New 2 $147
Highline Wealth Partners LLC 0.00% No change 2 $147
Blueline Advisors LLC 0.00% Reduce -100.0% 1 $84
North Ridge Wealth Advisors, Inc. 0.00% New 1 $40
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.