Vanguard Total Bond MarketBNDETF

13F holders, Q2 2026 (June 30)
1,829holders +49
128new positions
84sold out
5famous investors
$73.40avg. 13F price*

At the end of Q2 2026, 1,829 institutions reported holding Vanguard Total Bond Market (BND) in their 13F filings, up 49 from Q1 2026. 128 opened new positions and 84 sold out. The largest holders were JPMorgan Chase & Co. ($11.5B), Northwestern Mutual Wealth Management Co. ($10.4B) and Creative Planning ($9.6B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions128$886.7M
Exits84$289.9M

All 13F filers, Q1 2026 → Q2 2026: 107,892,595 shares bought and 22,939,853 shares sold, net +84,952,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,829 holders

JPMorgan Chase & Co. 0.67% Add +8.8% 155,418,110 $11.5B
Northwestern Mutual Wealth Management Co. 5.54% Add +4.8% 141,274,305 $10.4B
Creative Planning 5.61% Add +7.7% 130,673,715 $9.6B
Morgan Stanley 0.49% Add +0.7% 125,882,099 $9.2B
Vanguard Advisers Inc. 15.66% Add +11.7% 62,713,498 $4.6B
Savant Capital, LLC 7.71% Add +111.7% 35,718,154 $2.6B
Wells Fargo & Company 0.37% Add +11.6% 29,041,837 $2.1B
Bank of America Corp. 0.13% Add +4.2% 26,751,940 $2.0B
Envestnet Asset Management Inc. 0.44% Add +5.4% 25,163,867 $1.8B
Sei Investments Co. 1.30% Add +7.8% 20,078,691 $1.5B
LPL Financial LLC 0.33% Add +3.5% 19,768,745 $1.5B
Allworth Financial LP 5.89% Reduce -22.0% 18,868,185 $1.4B
Vanguard Global Advisers, LLC 0.61% Add +5.4% 17,950,234 $1.3B
Goldman Sachs Group Inc. 0.11% Add +5.3% 14,463,710 $1.1B
Vanguard Capital Management LLC 0.02% Add +21.4% 13,419,869 $985.2M
Manufacturers Life Insurance Company, The 0.76% Add +8.5% 13,152,216 $965.6M
Arizona PSPRS Trust 27.27% Add +1.0% 9,969,512 $731.9M
Ameriprise Financial Inc. 0.14% Add +1.5% 9,585,242 $702.0M
Pure Financial Advisors, LLC 8.70% Add +6.9% 9,221,231 $676.9M
Mastercard Foundation Asset Management Corp. 2.03% No change 8,862,905 $650.6M
CBIZ Investment Advisory Services, LLC 23.10% No change 8,579,414 $631.8M
BlackRock, Inc. 0.01% Reduce -2.5% 8,326,480 $611.2M
Facet Wealth, Inc. 8.60% Add +15.0% 8,177,967 $600.3M
Assetmark, Inc. 0.92% Add +46.4% 7,251,116 $532.3M
Raymond James Financial Inc. 0.14% Reduce -7.6% 7,165,534 $526.0M
Cetera Investment Advisers 0.48% Reduce -6.0% 7,165,064 $526.0M
SBI Okasan Asset Management Co.Ltd. 16.71% New 6,895,140 $508.2M
UBS Group AG 0.07% Reduce -9.1% 6,144,662 $451.1M
Corient Private Wealth LP 0.60% Add +12.6% 5,890,208 $432.4M
Royal Bank of Canada 0.07% Add +1.2% 5,643,726 $414.3M
Composition Wealth, LLC 4.23% Add +15.8% 4,911,062 $360.5M
Jones Financial Companies LLLP 0.14% Add +9.6% 4,612,354 $339.8M
M&T Bank Corp 0.91% Add +5.3% 4,234,558 $310.9M
HighTower Advisors, LLC 0.29% Add +1.4% 4,112,113 $301.9M
State Street Corp. 0.01% Reduce -25.6% 3,980,436 $292.2M
PNC Financial Services Group, Inc. 0.13% Add +2.1% 3,698,455 $271.5M
Franklin Resources Inc. 0.06% Add +1.5% 3,653,264 $268.2M
MML Investors Services, LLC 0.51% Add +27.7% 3,376,508 $247.9M
Retirement Systems of Alabama 0.71% Add +0.3% 3,226,351 $236.8M
Alesco Advisors, LLC, An ESL Co 5.26% Add +13.8% 3,126,377 $229.5M
Beacon Pointe Advisors, LLC 1.03% Add +15.8% 3,009,938 $221.0M
Stairway Partners, LLC 9.90% Add +11.2% 2,862,133 $210.1M
Truist Financial Corp. 0.25% Add +9.9% 2,852,440 $209.4M
Cambridge Investment Research Advisors, Inc. 0.45% Add +1.2% 2,739,306 $201.1M
Osaic Holdings, Inc. 0.23% Add +14.1% 2,692,692 $197.7M
Choreo, LLC 2.14% Add +9.1% 2,662,171 $195.4M
First Financial Bankshares Inc 3.56% Reduce -2.3% 2,593,332 $190.4M
Foster Group, Inc. 4.97% Add +4.7% 2,547,996 $187.0M
Voya Financial Advisors, Inc. 16.01% Add +14.4% 2,467,039 $181.8M
GenTrust, LLC 6.81% Add +38.1% 2,415,090 $177.3M
RiverFront Investment Group, LLC 2.34% Add +0.5% 2,407,074 $176.7M
Oakworth Capital, Inc. 8.20% Add +6.7% 2,353,787 $172.4M
Alaska Permanent Capital Management, LLC 10.70% Add +1.8% 2,232,018 $163.8M
Ritholtz Wealth Management 2.44% Add +4.9% 2,225,187 $163.4M
Integrated Wealth Concepts LLC 1.02% Add +49.0% 2,125,099 $156.0M
Mariner, LLC 0.15% Reduce -7.2% 1,961,883 $144.2M
McMorgan & Co. LLC 21.62% Reduce -2.0% 1,955,898 $143.6M
Patriot Investment Management Group, Inc. 8.28% Add +3.0% 1,945,569 $142.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.47% Add +3.1% 1,879,506 $138.0M
Vestmark Advisory Solutions, Inc. 1.27% Add +0.8% 1,840,209 $135.1M
Commonwealth Equity Services, LLC 0.17% Add +1.1% 1,838,594 $135.0M
Wealthfront Advisers LLC 0.26% Add +6.0% 1,837,435 $134.9M
Capstone Financial Advisors, Inc. 6.56% Add +3.4% 1,832,708 $134.5M
Verus Financial Partners, Inc. 11.49% Add +2.6% 1,829,288 $134.3M
Garde Capital, Inc. 5.95% New 1,807,800 $132.7M
Apella Capital, LLC 1.88% Add +1.4% 1,820,993 $132.7M
Chandler Asset Management, Inc. 18.07% Add +9.8% 1,747,432 $128.3M
Trajan Wealth LLC 4.61% Add +6.8% 1,662,225 $122.0M
Bogart Wealth, LLC 4.06% Add +4.4% 1,614,048 $118.5M
AMG National Trust Bank 2.32% Reduce -2.8% 1,539,023 $113.0M
Lutz Financial Services LLC 6.61% Add +3.3% 1,478,462 $108.5M
Mercer Global Advisors Inc. 0.13% Add +32.5% 1,478,257 $108.5M
Victory Capital Management Inc. 0.06% Reduce -4.6% 1,469,469 $107.9M
Global Endowment Management, LP 10.89% Reduce -1.9% 1,463,086 $107.4M
Prime Capital Investment Advisors, LLC 1.03% Add +2.8% 1,443,141 $105.9M
CoreCap Advisors, LLC 3.02% Add +0.6% 1,396,781 $102.5M
Prudential Financial Inc. 0.11% Add +9.4% 1,392,482 $102.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.70% Add +264.4% 1,380,938 $101.4M
Stratos Wealth Partners, LTD. 1.02% Reduce -3.5% 1,374,851 $100.9M
Baker Avenue Asset Management, LP 1.91% Add +4.1% 1,370,099 $100.6M
Bryn Mawr Trust Advisors, LLC 4.38% Add +1.7% 1,369,628 $100.5M
Kestra Advisory Services, LLC 0.32% Reduce -3.7% 1,354,712 $99.4M
Envestnet Portfolio Solutions, Inc. 0.47% Add +2.0% 1,345,741 $98.8M
Pathstone Holdings, LLC 0.29% Add +1.6% 1,337,489 $98.2M
Merit Financial Group, LLC 0.57% Add +19.3% 1,249,034 $91.7M
Financial Advisors Network, Inc. 11.24% Reduce -3.6% 1,248,438 $91.6M
Alaska Wealth Advisors, LLC 9.84% Add +3.9% 1,237,160 $90.8M
NEOS Investment Management LLC 0.33% Add +10.9% 1,228,471 $89.9M
Pacific Capital Wealth Advisors, Inc. 13.31% Add +9.1% 1,202,506 $88.3M
Cerity Partners LLC 0.11% Add +42.4% 1,475,322 $86.9M
Wealth Enhancement Advisory Services, LLC 0.14% Add +2.4% 1,171,875 $84.0M
Betterment LLC 0.14% Reduce -30.6% 1,111,698 $81.6M
Fifth Third Bancorp 0.13% Reduce -1.4% 1,107,699 $81.3M
Constellation Investments, Inc. 2.54% No change 1,100,000 $80.8M
B & T Capital Management DBA Alpha Capital Management 10.53% Reduce -4.8% 1,094,723 $80.4M
Burrus Financial Services, Inc. 34.59% Add +0.6% 1,085,432 $79.7M
Stifel Financial Corp. 0.07% Add +4.5% 1,077,430 $79.1M
Focus Partners Wealth 0.08% Add +0.0% 1,072,774 $78.8M
Partners in Financial Planning 11.83% Add +1.6% 1,063,064 $78.0M
US Bancorp \de 0.08% Add +7.0% 1,053,832 $77.4M
NewEdge Advisors, LLC 0.22% Add +3.6% 1,022,639 $75.1M
Rational Advisors, Inc. 7.01% Add +2.2% 990,343 $72.7M
BTC Capital Management, Inc. 4.38% Add +6.3% 984,185 $72.2M
Trust Co 6.50% Add +1.6% 980,793 $72.0M
Bank of New York Mellon Corp 0.01% Add +6.0% 974,687 $71.6M
Financial Engines Advisors L.L.C. 0.13% Add +0.7% 966,497 $71.0M
Apriem Advisors 6.12% Add +3.0% 963,506 $70.7M
Zhang Financial LLC 2.06% Add +7.1% 962,703 $70.7M
Brio Consultants, LLC 8.22% Add +3.2% 955,502 $70.1M
Joule Financial, LLC 18.74% Add +2.6% 941,400 $69.1M
EP Wealth Advisors, LLC 0.25% Reduce -9.7% 906,985 $66.6M
Brown Advisory Inc. 0.10% Add +75.1% 894,297 $65.7M
Symmetry Partners, LLC 3.35% Add +7.4% 893,966 $65.6M
Rockbridge Investment Management, LCC 5.29% Add +7.2% 887,365 $65.1M
Cornerstone Investment Partners, LLC 2.15% Reduce -1.0% 874,427 $64.2M
Roble, Belko & Company, Inc 6.93% Add +35.1% 873,025 $64.1M
Soltis Investment Advisors LLC 3.69% Add +6.5% 870,986 $63.9M
Armstrong Advisory Group, Inc. 3.89% Add +3.2% 869,739 $63.8M
Gilbert & Cook, Inc. 7.22% Add +5.8% 854,157 $62.7M
Equitable Holdings, Inc. 0.36% Reduce -0.9% 828,442 $60.8M
Trilogy Capital Inc. 2.35% Add +10.8% 819,832 $60.2M
Bluestem Financial Advisors, LLC 20.94% Add +12.2% 814,283 $59.8M
Farmers & Merchants Investments Inc. 1.45% Add +0.6% 813,345 $59.7M
West Financial Advisors, LLC 9.06% Add +12.9% 812,403 $59.6M
Twele Capital Management, Inc. 9.67% Add +7.8% 806,604 $59.2M
Cambridge Advisors Inc. 10.17% Add +10.3% 805,700 $59.1M
Legacy Private Trust Co. 3.25% Add +113.6% 792,562 $58.2M
Eagle Rock Investment Company, LLC 7.15% Add +0.5% 787,691 $57.8M
Wealthspire Advisors, LLC 0.31% Add +3.7% 777,249 $57.1M
GuidedMoney, LLC 26.30% Add +12.7% 774,038 $56.8M
Cambridge Associates LLC /Ma/ 0.81% Add +7.6% 767,510 $56.3M
Newton One Investments LLC 13.99% Reduce -3.8% 756,795 $55.6M
Lockheed Martin Investment Management Co. 2.17% Reduce -4.5% 747,000 $54.8M
Bluespring Wealth Management, LLC 1.04% Add +63.2% 736,243 $54.0M
Raffa Wealth Management, LLC 6.74% Add +15.7% 728,737 $53.5M
OneDigital Investment Advisors LLC 0.44% Add +7.1% 714,695 $52.5M
Farther Finance Advisors, LLC 0.41% Reduce -3.3% 714,515 $52.5M
Rainey & Randall Wealth Advisors Inc. 7.44% Add +4.5% 709,541 $52.1M
SimpliFi, Inc. 20.37% Add +1.5% 702,115 $51.5M
Crewe Advisors LLC 3.68% Add +2.8% 691,686 $50.8M
Essential Planning, LLC. 14.04% Reduce -5.5% 676,966 $49.7M
Steele Capital Management, Inc. 1.83% Reduce -11.0% 676,531 $49.7M
Silver Oak Advisory Group, Inc. 19.45% Add +6.5% 671,986 $49.3M
Gridiron Partners, LLC 25.35% Add +11.9% 660,080 $48.3M
Charles Schwab Trust Co 2.69% Add +13.0% 656,583 $48.2M
Amicus Financial Advisors, LLC 11.84% Reduce -4.5% 656,466 $48.2M
Compound Planning, Inc. 1.23% Reduce -4.5% 641,444 $47.1M
Alliancebernstein L.P. 0.02% Reduce -50.3% 639,190 $47.1M
FMR LLC 0.00% Add +39.3% 638,053 $46.8M
Acropolis Investment Management, LLC 1.84% Reduce -19.5% 636,090 $46.7M
Manning & Napier Advisors LLC 0.59% Add +16.7% 627,707 $46.3M
AllGen Financial Advisors, Inc. 10.05% Reduce -44.1% 627,291 $46.0M
Arkos Global Advisors 5.42% Reduce -6.8% 623,847 $45.8M
Tectonic Advisors LLC 2.19% Add +6.0% 620,482 $45.5M
Horizon Bancorp Inc. 21.29% Reduce -1.0% 618,710 $45.4M
SageView Advisory Group, LLC 1.45% Add +388.3% 601,332 $44.1M
Avior Wealth Management, LLC 1.15% Reduce -18.5% 595,336 $43.7M
Jordan Park Group LLC 2.20% Reduce -3.3% 590,568 $43.4M
Snowden Capital Advisors LLC 1.02% Add +0.9% 586,671 $43.1M
Tompkins Financial Corp. 2.97% Add +0.7% 577,490 $42.4M
Financial Management Professionals, Inc. 3.98% Add +5.6% 571,537 $42.0M
Riversedge Advisors, LLC 5.53% Add +2.3% 567,270 $41.6M
First PREMIER Bank 6.73% Add +1166.9% 566,747 $41.6M
Level Wealth Management LLC 16.64% Add +15.5% 565,823 $41.5M
Karpus Management, Inc. 1.19% Add +61.6% 565,055 $41.5M
Stordahl Capital Management, Inc. 7.45% Add +6.1% 554,128 $40.7M
Boston Standard Wealth Management, LLC 5.88% Reduce -30.6% 554,009 $40.5M
N.E.W. Advisory Services LLC 2.69% Add +12.9% 547,549 $40.2M
Aspiriant, LLC 0.99% Add +1.0% 546,151 $40.1M
Tenon Financial LLC 12.84% Add +13.1% 543,763 $39.9M
MA Private Wealth 5.89% Add +9.0% 538,277 $39.5M
Addison Capital Co 6.47% Add +4.1% 538,226 $39.5M
Capital Asset Advisory Services LLC 1.41% Reduce -0.4% 531,709 $39.0M
Astoria Strategic Wealth, Inc. 8.90% Add +2.8% 530,899 $39.0M
Index Fund Advisors, Inc. 1.52% Add +8.9% 519,959 $38.2M
Axxcess Wealth Management, LLC 0.61% New 518,113 $38.0M
Sherwood Financial Partners, LLC 29.90% Add +0.8% 505,910 $37.1M
&partners 0.15% Reduce -9.6% 504,781 $37.0M
Bare Financial Services, Inc 8.39% Add +8.5% 498,411 $36.6M
Elm Partners Management LLC 1.29% Reduce -34.4% 488,939 $35.9M
Cahill Financial Advisors Inc. 3.43% Add +2.0% 487,415 $35.8M
Strategic Advisory Partners, LLC 25.17% Add +3.3% 483,724 $35.5M
BIP Wealth, LLC 1.00% New 479,975 $35.2M
TD Capital Management LLC 2.82% Reduce -10.9% 470,368 $34.5M
Principal Securities, Inc. 0.41% Add +14.2% 465,841 $34.2M
RFG Advisory, LLC 0.53% Reduce -15.8% 463,090 $34.0M
Kwmg, LLC 2.44% Add +6.7% 459,001 $33.7M
Sound Stewardship, LLC 13.89% Add +3.9% 458,601 $33.7M
Gotham Asset Management 0.08% Add +2.3% 457,950 $33.6M
NewSquare Capital LLC 2.49% Add +6.1% 457,391 $33.6M
Evolve Private Wealth, LLC 2.04% Reduce -4.8% 453,903 $33.3M
Pinnacle Associates Ltd. 0.36% Add +9.3% 450,510 $33.1M
Global Wealth Strategies & Associates 6.22% Add +2.9% 446,933 $32.8M
Eaton-Cambridge Inc. 9.12% Add +1.6% 441,817 $32.4M
Vise Technologies, Inc. 0.36% Add +140.8% 438,498 $32.2M
KRM Wealth Management L.L.C. 14.02% Add +12.6% 434,192 $31.9M
Visionary Wealth Advisors 1.25% Add +7.6% 431,049 $31.6M
Carr Financial Group Corp 7.28% Reduce -9.0% 430,838 $31.6M
Gibson Wealth Advisors LLC 19.69% Add +3.3% 429,773 $31.6M
Werba Rubin Papier Wealth Management 3.83% Add +5.8% 429,826 $31.6M
True Freedom Investing, LLC 2.44% Reduce -5.1% 422,886 $31.1M
Baron Silver Stevens Financial Advisors, LLC 3.94% Add +5.7% 423,082 $31.1M
Dynamic Advisor Solutions LLC 0.88% Add +0.4% 419,060 $30.8M
Summit Wealth Group, LLC 6.25% Add +4.7% 417,650 $30.7M
Wesbanco Bank Inc. 0.76% Add +8.7% 416,107 $30.5M
Natixis Advisors, LLC 0.03% Add +12.4% 414,729 $30.4M
Prestige Wealth Management Group LLC 5.46% Reduce -0.4% 409,324 $30.0M
Pinkerton Wealth, LLC 2.57% Add +4.7% 406,923 $30.0M
Beacon Harbor Wealth Advisors, Inc. 5.82% Add +10.2% 413,600 $29.9M
Foster & Motley Inc. 1.37% Add +16.5% 406,889 $29.9M
Captrust Financial Advisors 0.05% Reduce -6.3% 406,571 $29.8M
Sax Wealth Advisors, LLC 1.21% Add +710.5% 403,515 $29.7M
Ameraudi Asset Management, Inc. 13.43% Add +7.5% 403,748 $29.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.1% 402,374 $29.5M
Sightline Wealth Advisors, LLC 10.63% Add +6.6% 395,782 $29.1M
White Lighthouse Investment Management Inc. 3.61% Add +2.8% 394,254 $28.9M
BHK Investment Advisors, LLC 8.63% Add +1.2% 393,714 $28.9M
Great Waters Wealth Management 2.67% Reduce -4.1% 393,030 $28.9M
Janney Montgomery Scott LLC 0.06% Add +24.0% 392,020 $28.8M
G2 Capital Management, LLC / Oh 6.25% Add +2.1% 390,575 $28.7M
Waverly Advisors, LLC 0.16% Add +11.1% 380,234 $27.9M
Luminvest Wealth Management LLC 6.46% Add +9.0% 378,971 $27.8M
Fifth Third Securities, Inc. 1.57% Add +3.2% 374,811 $27.5M
Coppell Advisory Solutions LLC 2.28% New 706,151 $27.4M
Alps Advisors Inc. 0.13% Reduce -66.8% 372,601 $27.4M
Sanctuary Advisors, LLC 0.13% Add +17.5% 370,500 $27.2M
Cibc World Market Inc. 0.05% Add +158.5% 368,742 $27.1M
CIBC Bancorp USA Inc. 0.03% Add +271.1% 362,403 $26.6M
Transamerica Financial Advisors, LLC 2.25% Reduce -5.0% 362,035 $26.6M
Cerity Partners Retirement Plan Advisors LLC 11.09% Reduce -23.2% 360,195 $26.5M
Fonville Wealth Management LLC 4.30% Add +3.7% 358,565 $26.3M
Rockefeller Capital Management L.P. 0.04% Add +1.8% 358,094 $26.3M
D.A. Davidson & Co. 0.14% Add +1.6% 355,826 $26.1M
Aletheian Wealth Advisors LLC 11.14% Add +4.5% 355,334 $26.1M
New Jersey Better Educational Savings Trust 41.88% No change 354,594 $26.0M
Tiaa Trust, National Association 1.53% Reduce -4.5% 353,297 $25.9M
Hobart Private Capital, LLC 4.42% Add +23.9% 350,744 $25.7M
Greenbush Financial Group, LLC 7.55% Add +9.5% 349,889 $25.7M
Atria Investments, Inc 0.26% Add +11.2% 347,678 $25.5M
Prudent Man Advisors, LLC 5.84% Add +4.5% 347,148 $25.5M
Wealth Analytics Partners, LLC 9.20% Add +4.1% 348,871 $25.4M
Ellevest, Inc. 2.98% Add +58.0% 502,593 $25.3M
Golden Bell Financial Planning LLC 18.52% Add +9.9% 343,092 $25.2M
Smithfield Trust Co 0.99% Add +1.7% 338,844 $24.9M
McNaughton Wealth Management, LLC 8.79% Add +30.1% 337,236 $24.8M
Five Pine Wealth Management 13.84% Add +3.0% 333,233 $24.5M
Hills Bank & Trust Co 1.03% Reduce -8.2% 330,596 $24.3M
Bank of Montreal 0.01% Add +11.4% 328,328 $24.1M
Smartleaf Asset Management LLC 0.77% No change 322,625 $23.8M
Renaissance Technologies 0.03% Add +805.9% 323,400 $23.7M
Laird Norton Wetherby Trust Company, LLC 0.45% Add +10.0% 320,418 $23.5M
Vermillion Wealth Management, Inc. 5.61% Add +1.8% 319,746 $23.5M
Rwa Wealth Partners, LLC 0.22% Add +11.3% 319,340 $23.4M
Nicolet Bankshares Inc. 0.74% Add +7.4% 316,382 $23.1M
Stone Loft Wealth Management LLC 13.16% Add +40.4% 317,638 $23.1M
Advyzon Investment Management, LLC 1.67% Add +27.3% 313,487 $23.0M
WBH Advisory Inc. 1.54% Reduce -5.5% 312,358 $22.9M
SCS Capital Management LLC 0.22% Reduce -4.6% 310,641 $22.8M
Atmos Advisory, LLC 11.87% Add +0.8% 309,440 $22.7M
Leavell Investment Management, Inc. 0.83% Add +3.9% 308,855 $22.7M
Steward Partners Investment Advisory, LLC 0.12% Add +7.8% 307,472 $22.6M
Prospera Capital Management, LLC 7.04% Add +25.9% 308,037 $22.5M
Ameritas Investment Partners, Inc. 0.59% Add +2.4% 304,235 $22.3M
Huntington National Bank 0.14% Add +12.7% 303,754 $22.3M
Veery Capital, LLC 5.93% Add +4.4% 300,556 $22.1M
Altura Wealth Advisors Inc. 7.40% Add +17.0% 298,902 $21.9M
Bank of Hawaii 1.08% Add +2.7% 298,538 $21.9M
OneAscent Financial Services LLC 1.03% Add +22.1% 293,579 $21.6M
Meridian Wealth Management, LLC 0.67% Add +5.1% 291,941 $21.4M
Cherry Tree Wealth Management, LLC 3.98% Add +2.8% 288,437 $21.2M
Rogco, LP 6.48% Add +4.6% 288,292 $21.2M
Greenspring Advisors, LLC 1.16% Add +0.4% 284,544 $20.9M
O'shaughnessy Asset Management, LLC 0.10% Add +60.1% 282,821 $20.8M
IMA Advisory Services, Inc. 1.29% Add +12.8% 280,609 $20.6M
Vannoy Advisory Group, Inc. 11.52% Add +10.8% 277,591 $20.4M
Financial Architects, LLC 9.70% Add +5.2% 275,663 $20.2M
Private Advisor Group, LLC 0.09% Reduce -41.2% 274,878 $20.2M
Bleakley Financial Group, LLC 0.25% Reduce -30.1% 271,946 $20.0M
PFG Advisors 1.01% Add +20.2% 271,867 $20.0M
JFS Wealth Advisors, LLC 0.98% Add +1.1% 268,922 $19.7M
Lexington Hill Partners, LLC 9.57% Add +46.7% 268,796 $19.7M
Citigroup Inc. 0.01% Reduce -4.1% 268,034 $19.7M
Pinnacle Wealth Management Advisory Group, LLC 1.17% Add +11.6% 267,770 $19.7M
Acorn Wealth Advisors, LLC 4.79% Reduce -2.5% 267,556 $19.6M
United Capital Financial Advisors, LLC 0.11% Add +1.6% 267,603 $19.6M
Toronto Dominion Bank 0.03% New 267,285 $19.6M
Benjamin Edwards Inc. 0.18% Reduce -4.4% 267,227 $19.6M
Barclays PLC 0.01% Reduce -0.2% 265,658 $19.5M
Modera Wealth Management, LLC 0.21% Add +7.5% 265,543 $19.5M
HUB Investment Partners, LLC 0.36% Add +5.6% 265,443 $19.5M
VestGen Advisors, LLC 0.57% Reduce -0.2% 263,650 $19.4M
Bfsg, LLC 1.71% Add +1.8% 262,844 $19.3M
AQR Capital Management 0.01% Add +14.3% 262,550 $19.3M
BlueStem Wealth Partners, LLC 1.92% Reduce -30.5% 262,475 $19.3M
Courage Miller Partners, LLC 5.08% Add +3.6% 262,115 $19.2M
Aspire Capital Advisors LLC 3.74% Add +6.9% 261,716 $19.2M
Madrona Financial Services, LLC 3.47% Add +1.8% 256,130 $18.8M
Galvin, Gaustad & Stein, LLC 1.40% Add +4.3% 255,361 $18.7M
FIL Ltd 0.01% Add +9.7% 254,814 $18.7M
TLT Family Holdco ULC 2.65% No change 254,300 $18.7M
Rebalance, LLC 0.96% Add +12.6% 248,432 $18.2M
Ashford Advisors, LLC 3.76% Add +173.5% 248,417 $18.2M
Robinhood Asset Management, LLC 0.97% Add +31.8% 246,459 $18.1M
Asset Management One Co., Ltd. 0.05% Add +7.9% 244,950 $18.0M
Tide Cove Capital Partners LLC 11.31% Add +1.3% 241,249 $17.5M
National Philanthropic Trust 0.25% Add +9.5% 235,653 $17.3M
FDx Advisors, Inc. 5.19% Add +13.5% 234,490 $17.2M
Roundview Capital LLC 0.94% Reduce -3.6% 234,475 $17.2M
Attessa Capital LLC 7.72% Add +18.6% 234,450 $17.2M
Rinkey Investments 4.03% Add +12.7% 233,157 $17.1M
Continuum Advisory, LLC 1.38% Add +13.2% 233,019 $17.1M
PDS Planning, Inc 0.98% Add +0.6% 230,885 $16.9M
Main Management LLC 1.13% Reduce -0.0% 229,943 $16.9M
Arbor Investment Advisors, LLC 1.91% Add +9.1% 229,734 $16.9M
SlateStone Wealth, LLC 1.28% Reduce -1.8% 227,764 $16.7M
Dynamic Wealth Strategies, LLC 8.86% Add +0.4% 226,547 $16.6M
Wrenne Financial Planning LLC 5.56% Add +9.5% 224,108 $16.5M
Whelan Financial 4.48% Add +1.3% 223,927 $16.4M
Brookstone Capital Management 0.16% Reduce -24.8% 223,706 $16.4M
Sage Rhino Capital LLC 2.68% Add +42.4% 222,029 $16.3M
Focused Wealth Management, Inc 1.43% Add +11.6% 221,292 $16.2M
Ocean Park Asset Management, LLC 0.78% Reduce -72.0% 221,200 $16.2M
Pinnacle Financial Partners, Inc. 0.11% Add +2.6% 220,609 $16.2M
SBI Securities Co., Ltd. 0.37% Add +1.6% 219,377 $16.1M
Mgo One Seven LLC 0.27% Add +2.6% 218,450 $16.0M
Tiff Advisory Services, LLC 3.92% Reduce -2.5% 217,686 $16.0M
University of Illinois Foundation 2.85% New 217,500 $16.0M
FOCUS Wealth Advisors, LLC 7.38% Add +3.0% 216,748 $15.9M
Associated Banc-Corp 0.38% Add +2.4% 215,402 $15.8M
IFP Advisors, Inc 0.29% Reduce -8.6% 215,008 $15.8M
Mosaic Family Wealth Partners, LLC 1.06% Add +2.7% 214,231 $15.7M
Nwam LLC 0.78% Add +3.0% 212,984 $15.6M
FIDELIS iM, LLC 5.29% Add +75.1% 211,419 $15.5M
Regent Peak Wealth Advisors LLC 2.85% Reduce -37.7% 209,469 $15.4M
Drucker Wealth 3.0, LLC 2.42% Reduce -6.5% 208,241 $15.3M
Capital Investment Advisors, LLC 0.20% Reduce -2.4% 207,204 $15.2M
Gould Capital, LLC 8.48% Add +2.7% 207,154 $15.2M
Mather Group, Llc. 0.13% Add +0.3% 206,866 $15.2M
NewEdge Wealth, LLC 0.15% Add +2.8% 205,282 $15.1M
Alley Investment Management Company, LLC 1.76% Add +1.6% 205,080 $15.1M
Newport Capital Group, LLC 8.42% Add +14.2% 204,409 $15.0M
LVW Advisors, LLC 1.30% Reduce -6.2% 204,376 $15.0M
Independent Financial Group, LLC 0.28% Reduce -42.2% 204,210 $15.0M
Trellis Wealth Advisors LLC 5.11% Add +3.6% 202,849 $14.9M
TrueWealth Financial Partners 6.10% Add +5.2% 201,124 $14.8M
LCW Services, LLC 6.41% Add +12.1% 200,427 $14.7M
DORVAL Corp 4.23% Add +1.9% 200,239 $14.7M
Sovereign Investment Advisors, LLC 2.74% Add +14.0% 198,831 $14.6M
Harpswell Capital Advisors, LLC 9.36% Add +7.0% 198,611 $14.6M
Topsail Wealth Management, LLC 1.86% Add +11.1% 198,177 $14.5M
Lido Advisors, LLC 0.05% Add +20.7% 197,919 $14.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +6.8% 197,879 $14.5M
National Bank of Canada 0.01% Reduce -4.8% 197,154 $14.5M
Arax Advisory Partners 0.10% Add +422.1% 196,678 $14.4M
DSG Capital Advisors, LLC 2.04% Add +11.3% 197,445 $14.4M
Cyr Financial Inc. 7.45% Add +8.9% 194,830 $14.3M
Harbour Investments, Inc. 0.19% Add +1.2% 193,753 $14.2M
Signal Advisors Wealth, LLC 0.74% Add +33.4% 193,593 $14.2M
Aptus Capital Advisors, LLC 0.10% Reduce -3.2% 193,523 $14.2M
Tribridge Partners Financial LLC 5.56% Reduce -1.4% 195,853 $14.2M
Baird Financial Group, Inc. 0.02% Reduce -1.8% 192,662 $14.1M
Silver Oak Securities, Incorporated 0.85% Add +10.3% 191,612 $14.1M
Parr McKnight Wealth Management Group, LLC 1.66% Reduce -0.0% 191,011 $14.0M
Keystone Financial Group 0.83% Add +12.2% 190,374 $14.0M
Peapack Gladstone Financial Corp. 0.16% Add +7.6% 190,038 $13.9M
CMG Global Holdings, LLC 5.87% Reduce -4.8% 188,529 $13.8M
Allspring Global Investments Holdings, LLC 0.02% Reduce -31.9% 187,038 $13.7M
Storen Legacy Partners, LLC 3.74% Reduce -2.3% 187,009 $13.7M
CFS Investment Advisory Services, LLC 0.91% Add +40.7% 186,946 $13.7M
United Services Automobile Association 1.10% Add +6.8% 185,855 $13.6M
Arkadios Wealth Advisors 0.21% Reduce -20.1% 181,965 $13.4M
Ames National Corp. 7.21% Add +5.6% 178,648 $13.1M
First Commonwealth Financial Corp 1.83% Reduce -8.9% 178,253 $13.1M
Spirepoint Private Client, LLC 1.05% Reduce -13.7% 177,309 $13.0M
Diversify Advisory Services, LLC 0.22% Add +4649.3% 178,765 $13.0M
Diversify Wealth Management, LLC 0.22% Reduce -3.9% 178,765 $13.0M
NewCorp Financial Services, Inc. 9.84% Add +3.9% 175,099 $12.9M
ALM First Financial Advisors, LLC 2.15% Reduce -71.5% 174,200 $12.8M
Atlantic Edge Private Wealth Management, LLC 2.60% Add +19407.0% 172,637 $12.7M
Root Financial Partners, LLC 0.49% Reduce -7.5% 171,731 $12.6M
Cornerstone National Bank & Trust Co 4.23% Add +179.4% 171,441 $12.5M
Wiser Wealth Management, Inc 2.38% Add +14.2% 169,482 $12.4M
Values Added Financial LLC 4.47% Add +7.7% 168,548 $12.4M
Troutman Wealth Management, LLC 9.37% Add +2.0% 165,886 $12.2M
Faithward Advisors, LLC 1.49% Add +39.7% 165,775 $12.2M
Geneos Wealth Management Inc. 0.25% Add +7.3% 164,627 $12.1M
Zeit Capital LLC 7.28% Add +3.1% 164,501 $12.1M
Cornerstone Wealth Management, LLC 0.52% Add +0.3% 164,403 $12.1M
Powers Advisory Group, LLC 3.76% Add +16.4% 163,579 $12.0M
Souders Financial Advisors 1.20% Add +5.8% 162,869 $12.0M
Main Line Retirement Advisors, LLC 5.43% Add +25.7% 161,344 $11.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% No change 161,270 $11.8M
TD Private Client Wealth LLC 0.22% Add +5.2% 161,225 $11.8M
Vanguard National Trust Co 0.64% Add +7.8% 161,128 $11.8M
Waterford Advisors, LLC 3.21% Add +6.7% 170,811 $11.8M
Perigon Wealth Management, LLC 0.19% Add +5.2% 160,107 $11.8M
Park Avenue Securities LLC 0.07% Reduce -2.0% 159,629 $11.7M
BancFirst Trust & Investment Management 4.95% No change 158,620 $11.7M
Brooklyn FI, LLC 2.12% Add +13.6% 159,442 $11.5M
Broadview Financial Management, LLC 7.04% Add +3.3% 156,950 $11.5M
Oceanside Advisors LLC 5.81% Add +5.1% 156,924 $11.5M
Platt Investment Counsel, LLC 7.70% Add +0.8% 156,616 $11.5M
McKinley Carter Wealth Services, Inc. 0.59% Add +3.4% 155,905 $11.4M
Prospera Financial Services Inc 0.16% Add +9.7% 153,723 $11.3M
Gibraltar Capital Management, Inc. 1.73% Reduce -2.4% 152,514 $11.2M
Chicago Partners Investment Group LLC 0.22% Reduce -12.4% 154,951 $11.2M
Global Retirement Partners, LLC 0.17% — 152,292 $11.2M
Armor Investment Advisors, LLC 3.54% Reduce -1.6% 150,328 $11.0M
LaSalle St. Investment Advisors, LLC 1.32% Add +5.9% 147,243 $10.8M
Stephen J. Garry & Associates, LLC 7.83% Add +4.6% 146,210 $10.7M
McCarthy Asset Management, Inc. 5.08% — 146,097 $10.7M
Phillips Financial Management, LLC 0.78% Reduce -12.1% 145,034 $10.6M
Commerce Bank 0.05% Add +8.3% 144,632 $10.6M
Staley Capital Advisers Inc. 0.41% Reduce -1.7% 144,350 $10.6M
Azimuth Capital Investment Management LLC 0.36% Add +0.8% 144,200 $10.6M
HB Wealth Management, LLC 0.06% Add +218.8% 144,025 $10.6M
Liberty Capital Management, Inc. 1.81% — 143,104 $10.5M
Okabena Investment Services Inc. 1.87% Add +6.6% 142,986 $10.5M
Mutual Advisors, LLC 0.20% Add +3.1% 142,699 $10.5M
Cynosure Group, LLC 1.56% Add +99.7% 141,835 $10.4M
Darrow Company, Inc. 4.03% Add +0.3% 141,630 $10.4M
Kingsview Wealth Management, LLC 0.13% Add +33.4% 140,788 $10.3M
Deutsche Bank AG 0.00% Reduce -1.2% 139,576 $10.2M
Clearstead Advisors, LLC 0.10% Add +2.2% 138,802 $10.2M
Discipline Wealth Solutions, LLC 0.88% Add +49.3% 137,185 $10.1M
Beacon Investment Advisory Services, Inc. 0.37% Add +2.4% 135,066 $9.9M
Shah Wealth Advisors, LLC 2.29% — 134,952 $9.9M
Petix & Botte Co 1.99% Add +94.3% 134,921 $9.9M
Inscription Capital, LLC 0.87% Reduce -6.5% 134,409 $9.9M
Wealth Advisory Solutions, LLC 2.02% Add +14.2% 134,115 $9.8M
Ryan Investment Management, Inc. 4.45% Add +6.8% 134,043 $9.8M
Glenview Trust Co 0.13% Reduce -1.5% 132,556 $9.7M
Tobias Financial Advisors, Inc. 1.23% Reduce -1.6% 132,223 $9.7M
Concurrent Investment Advisors, LLC 0.08% Add +7.3% 131,729 $9.7M
Meritas Wealth Management, LLC 3.77% Add +16.5% 131,333 $9.6M
EverSource Wealth Advisors, LLC 0.32% Reduce -1.1% 131,163 $9.6M
Ieq Capital, LLC 0.04% Add +0.0% 131,058 $9.6M
Valtrion Capital Management, LLC 7.16% Add +7.1% 130,988 $9.6M
TD Waterhouse Canada Inc. 0.03% Add +0.9% 131,195 $9.6M
FPC Investment Advisory, Inc. 4.51% Add +26.0% 131,165 $9.6M
Bernzott Capital Advisors 3.79% Add +37.0% 128,896 $9.5M
Edgestream Partners, L.P. 0.28% New 127,524 $9.4M
Schuylkill Financial LLC 8.63% — 127,247 $9.3M
Members Wealth LLC 5.09% Add +6.8% 126,500 $9.3M
Advisory Services Network, LLC 0.11% Add +3.0% 126,044 $9.3M
Thrivent Financial for Lutherans 0.02% Reduce -50.8% 125,335 $9.2M
Note Advisors, LLC 3.98% Add +7.0% 125,032 $9.2M
Titleist Asset Management, LLC 0.62% Reduce -4.3% 124,857 $9.2M
WealthCollab, LLC 3.32% Add +2.0% 124,835 $9.2M
Magnolia Capital Advisors LLC 1.56% Add +20.9% 123,957 $9.1M
Retirement Capital Strategies 3.15% Reduce -0.9% 123,684 $9.1M
Intelligent Financial Strategies 4.37% Add +0.2% 123,649 $9.1M
Tempo Wealth, LLC 1.33% Reduce -32.1% 122,576 $9.0M
Summit Trail Advisors, LLC 0.11% Reduce -10.9% 122,288 $9.0M
Graves Light Lenhart Wealth, Inc. 0.84% Reduce -0.9% 122,146 $9.0M
Smith & Howard Wealth Management, LLC 1.84% Reduce -7.7% 121,848 $8.9M
Talisman Wealth Advisors LLC 6.63% New 59,293 $8.9M
Archford Capital Strategies, LLC 0.90% Add +1.7% 121,299 $8.9M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -20.8% 121,258 $8.9M
Trek Financial, LLC 0.44% Reduce -0.7% 121,177 $8.9M
First National Trust Co 0.30% Add +1776.5% 119,999 $8.8M
Colony Family Offices, LLC 1.94% Add +6.3% 119,984 $8.8M
Thompson Siegel & Walmsley LLC 0.16% Reduce -0.4% 119,603 $8.8M
Curran Financial Partners, LLC 1.30% Add +15.0% 118,753 $8.7M
Prospect Financial Group LLC 7.00% Add +8.3% 118,297 $8.7M
Glass Jacobson Investment Advisors llc 2.70% Add +19.4% 118,010 $8.7M
StoneX Group Inc. 0.35% Add +19.8% 117,814 $8.6M
LifeGoal Investments, LLC 3.95% Reduce -12.8% 117,536 $8.6M
Prepared Retirement Institute LLC 3.66% Reduce -0.5% 117,220 $8.6M
Estate Counselors, LLC 0.74% Reduce -62.7% 117,143 $8.6M
Commonwealth Retirement Investments LLC 2.33% Add +5.4% 116,970 $8.6M
Rothschild Capital Partners, LLC 1.85% Add +23.8% 116,864 $8.6M
Stembrook Asset Management, LLC 7.41% Add +1.6% 116,839 $8.6M
Breakwater Investment Management 2.92% Reduce -16.7% 116,759 $8.6M
Courier Capital LLC 0.43% Reduce -0.7% 116,693 $8.6M
Signaturefd, LLC 0.11% Reduce -4.7% 116,417 $8.5M
Fund Evaluation Group, LLC 0.23% Add +0.0% 114,146 $8.4M
Simon Quick Advisors, LLC 0.34% Add +6.6% 113,715 $8.3M
City State Bank 1.91% Add +3.0% 113,586 $8.3M
Triumph Capital Management 1.51% Add +8.5% 113,427 $8.3M
Jim Saulnier & Associates, LLC 3.34% Add +246.6% 113,001 $8.3M
Fairview Capital Investment Management, LLC 0.44% Reduce -1.5% 112,679 $8.3M
Grove Bank & Trust 0.81% Add +4.9% 111,521 $8.2M
Peak Wealth Management LLC 5.74% Add +9.1% 111,436 $8.2M
Genesis Wealth Advisors, LLC 4.88% Add +10.3% 111,242 $8.2M
L.K. Benson & Company, P.C. 2.46% Add +4.2% 110,982 $8.1M
New Covenant Trust Company, N.A. 6.14% Add +2.4% 110,932 $8.1M
K2 Financial Inc. 5.70% Add +4.4% 110,491 $8.1M
Swisher Financial Concepts, Inc. 5.08% Add +1.8% 109,922 $8.1M
Sequoia Financial Advisors, LLC 0.04% Reduce -4.0% 108,164 $7.9M
Ballentine Partners, LLC 0.10% Add +3.9% 107,640 $7.9M
Tanager Wealth Management LLP 0.68% Reduce -34.6% 106,623 $7.8M
Laurel Oak Wealth Management, LLC 1.14% Reduce -6.3% 106,399 $7.8M
Proffitt & Goodson Inc. 1.08% Add +2.5% 106,353 $7.8M
Pacific Life Fund Advisors LLC 0.85% New 105,886 $7.8M
Centric Wealth Management 1.20% Add +213.8% 106,459 $7.7M
Trustmark Bank Trust Department 0.46% No change 105,325 $7.7M
1832 Asset Management L.P. 0.01% Reduce -2.2% 105,132 $7.7M
Private Client Services, LLC 2.00% Add +1.9% 103,868 $7.6M
Vectors Research Management, LLC 1.98% Reduce -1.1% 103,135 $7.6M
10Elms LLP 3.39% Add +78.4% 102,899 $7.6M
Sowell Financial Services LLC 0.25% Add +0.1% 102,811 $7.5M
RTD Financial Advisors, Inc. 0.82% Add +10.1% 102,066 $7.5M
TFO Wealth Partners, LLC 0.81% Add +166.0% 102,016 $7.5M
Verus Wealth Management, LLC 6.15% Add +4.8% 101,675 $7.5M
Triad Wealth Partners, LLC 0.44% Reduce -0.4% 103,030 $7.4M
Valeo Financial Advisors, LLC 0.16% Reduce -2.4% 143,321 $7.4M
Matrix Trust Co 1.07% Add +0.2% 100,340 $7.4M
Mayflower Financial Advisors, LLC 0.64% Add +1.6% 100,312 $7.4M
Reality Financial Planning Services, LLC 7.09% Reduce -4.2% 100,088 $7.3M
Mission Wealth Management, LP 0.09% Reduce -0.9% 99,776 $7.3M
Crabel Capital Management, LLC 5.29% New 98,773 $7.3M
World Investment Advisors 0.12% Reduce -1.5% 97,645 $7.2M
Aurelius Family Office LLC 2.83% Reduce -1.1% 97,708 $7.2M
Lebenthal Global Advisors, LLC 0.97% Add +90.1% 97,601 $7.2M
J.W. Cole Advisors, Inc. 0.12% New 97,307 $7.1M
Manuka Financial, LLC 3.69% Add +18.1% 96,894 $7.1M
Farrell Financial LLC 3.82% Add +8.4% 96,242 $7.1M
Johnson Investment Counsel Inc. 0.05% Add +21.7% 95,511 $7.0M
Quantinno Capital Management LP 0.01% Add +1078.0% 95,406 $7.0M
Bouchey Financial Group, Ltd. 0.45% Reduce -4.9% 94,818 $7.0M
Fort Point Capital Partners LLC 0.74% Add +217.6% 94,753 $7.0M
Oppenheimer & Co. Inc. 0.07% Add +29.6% 93,987 $6.9M
Hancock Whitney Corp. 0.11% Add +2.5% 92,910 $6.8M
Briggs Wealth Management, Inc 6.22% Add +8.6% 92,814 $6.8M
Jacobi Capital Management LLC 0.33% Reduce -2.8% 92,463 $6.8M
Apex Wealth Management, LLC 4.13% Reduce -3.5% 92,063 $6.8M
Oak Wealth Advisors LLC 3.19% Add +5.2% 90,593 $6.7M
Brindle & Bay Financial Advisors, LLC 3.32% Reduce -15.7% 90,296 $6.6M
Cary Street Partners Financial LLC 0.14% Reduce -15.3% 90,171 $6.6M
Keel Point, LLC 0.39% Add +10.9% 90,019 $6.6M
CFG Wealth Management Services, Inc. 6.41% No change 84,729 $6.6M
Stonekeep Investments, LLC 3.82% Add +5.0% 89,320 $6.6M
Truepoint, Inc. 0.14% Add +5.2% 89,050 $6.5M
Clarus Wealth Advisors 2.49% Add +11.9% 88,757 $6.5M
Opus Financial Solutions LLC 5.20% Reduce -9.5% 87,872 $6.5M
Pinnacle Bancorp, Inc. 1.67% Add +13.4% 87,680 $6.4M
Ashton Thomas Private Wealth, LLC 0.13% Add +122.6% 87,321 $6.4M
Shade Tree Advisors LLC 3.73% Add +20.9% 87,248 $6.4M
First Heartland Consultants, Inc. 0.41% Add +11.7% 87,218 $6.4M
Sovran Advisors, LLC 0.47% Add +21.9% 87,355 $6.3M
Marathon Wealth Advisors LLC 2.16% Add +4.3% 86,156 $6.3M
Heritage Wealth Management, Inc. 3.14% Add +5.7% 85,762 $6.3M
Sound View Wealth Advisors Group, LLC 0.39% Reduce -0.1% 85,414 $6.3M
Kestra Private Wealth Services, LLC 0.07% Add +4.8% 84,997 $6.2M
MAI Capital Management 0.02% Reduce -3.8% 84,952 $6.2M
B.O.S.S. Retirement Advisors, LLC 1.68% Add +12.0% 84,552 $6.2M
Ascent Group, LLC 0.19% Add +17.1% 84,524 $6.2M
Retirement Planning Group, LLC 0.16% Reduce -9.0% 84,429 $6.2M
Womack Financial LLC 4.07% Add +0.9% 83,865 $6.2M
SigFig Wealth Management, LLC 0.16% Reduce -1.1% 81,612 $6.0M
HT Partners LLC 1.65% Add +0.4% 81,386 $6.0M
Fullerton Advisors, LLC 5.48% Add +5.9% 79,876 $5.9M
Stratos Investment Management, LLC 0.21% Reduce -5.7% 79,845 $5.9M
IFS Advisors, LLC 2.80% Add +1.8% 79,703 $5.9M
Focus Financial Network, Inc. 0.18% Add +13.8% 79,602 $5.8M
Leo H. Evart, Inc. 4.59% Reduce -27.1% 79,078 $5.8M
Inman Jager Wealth Management, LLC 3.08% Add +10.2% 78,723 $5.8M
Verus Capital Partners, LLC 0.31% Add +3.8% 78,453 $5.8M
ATLas Financial Planning LLC 4.66% Add +0.5% 78,357 $5.8M
Apollon Wealth Management, LLC 0.07% Add +204.0% 78,310 $5.7M
Hiley Hunt Wealth Management 2.27% Add +6.0% 78,200 $5.7M
Dunhill Financial, LLC 1.17% Reduce -13.7% 78,285 $5.7M
Bay Rivers Group 1.95% Add +6.8% 77,878 $5.7M
Graetz Wealth LLC 4.54% Add +13.2% 77,561 $5.7M
Trust Co. of Vermont 0.21% — 77,349 $5.7M
Daymark Wealth Partners, LLC 0.14% Add +0.3% 77,239 $5.7M
HBK Sorce Advisory LLC 0.11% Add +6.5% 77,886 $5.6M
Lantern Wealth Advisors, LLC 2.58% Add +17.0% 76,676 $5.6M
Shelter Mutual Insurance Co 1.19% No change 76,583 $5.6M
Valpey Financial Services, LLC 3.31% Add +7.4% 75,702 $5.6M
Mechanics Financial Corp 1.99% Add +13.1% 75,597 $5.5M
IF Advisors, LLC 3.63% Add +5.3% 75,219 $5.5M
Summit Financial, LLC 0.06% Reduce -12.0% 73,894 $5.4M
Hamilton Wealth, LLC 0.99% Add +0.2% 73,365 $5.4M
Berger Financial Group, Inc 0.27% Add +12.4% 73,227 $5.4M
Wingate Wealth Advisors, Inc. 2.36% Add +5.2% 73,017 $5.4M
Human Investing LLC 0.69% Reduce -1.1% 72,546 $5.3M
Motive Wealth Advisors 2.18% Reduce -0.5% 72,136 $5.3M
Washington Trust Bank 0.37% Add +103.4% 72,087 $5.3M
Toews Corp. 0.77% New 72,000 $5.3M
Steelhead Wealth Management LLC 2.12% Add +11.8% 71,766 $5.3M
UMB Bank, n.a. 0.07% Reduce -28.5% 71,496 $5.2M
Charis Legacy Partners, LLC 6.44% Add +31.1% 71,353 $5.2M
Good Steward Wealth Advisors,LLC 3.15% Add +0.3% 71,062 $5.2M
Cambria Investment Management, L.P. 0.26% Add +3.3% 70,641 $5.2M
Range Advisory, LLC 0.61% Add +45.6% 70,294 $5.2M
Coldstream Capital Management Inc. 0.07% Reduce -1.9% 70,095 $5.1M
Bricktown Capital, LLC 0.92% No change 69,635 $5.1M
WFA of San Diego, LLC 4.12% Add +2.6% 69,299 $5.0M
Christine Messmer PC 2.80% Reduce -15.5% 67,805 $5.0M
Financial Avengers, Inc. 2.06% Add +10.9% 67,590 $5.0M
Providence First Trust Co 1.38% Add +7.8% 67,297 $4.9M
MainStreet Investment Advisors LLC 0.67% Add +7.7% 67,144 $4.9M
Gateway Wealth Partners, LLC 0.29% Reduce -42.0% 66,204 $4.9M
Cassady Wealth & Retirement Planning, LLC 2.25% Add +5.3% 65,977 $4.8M
Market Street Wealth Management Advisors LLC 0.68% No change 65,560 $4.8M
Mma Asset Management LLC 1.51% Reduce -2.0% 64,670 $4.7M
Ameritas Advisory Services, LLC 0.10% Add +31.5% 64,357 $4.7M
Straight Path Wealth Management 1.10% Add +113.6% 64,077 $4.7M
Fragasso Financial Advisors Inc 0.25% Reduce -2.0% 63,014 $4.6M
Chesley Taft & Associates LLC 0.18% Add +2.9% 62,518 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -0.4% 62,398 $4.6M
William Howard & Co Financial Advisors Inc 3.54% Add +2.0% 62,085 $4.6M
North Star Investment Management Corp. 0.25% Reduce -2.4% 61,954 $4.5M
Single Point Partners, LLC 0.80% Add +24.0% 61,893 $4.5M
Sarasin & Partners LLP 0.05% Add +16.3% 61,062 $4.5M
Delta Asset Management LLC 0.39% Add +0.4% 60,847 $4.5M
CreativeOne Wealth, LLC 0.10% Add +1.1% 60,476 $4.4M
WMG Financial Advisors, LLC 1.67% Reduce -0.4% 60,282 $4.4M
C M Bidwell & Associates Ltd. 1.80% Add +2.7% 60,010 $4.4M
United Advisor Group, LLC 0.47% Add +14.1% 60,008 $4.4M
Rothschild Wealth LLC 0.35% Reduce -10.2% 59,888 $4.4M
Bokf, NA 0.06% Reduce -4.7% 59,216 $4.3M
OFS Enterprise LLC 1.10% Add +13.1% 58,938 $4.3M
Avantax Planning Partners, Inc. 0.11% Reduce -1.8% 58,857 $4.3M
Sherry Group, Inc. 4.22% Reduce -0.7% 58,624 $4.3M
Capital Investment Services of America, Inc. 0.42% Reduce -11.9% 58,298 $4.3M
ETF Portfolio Partners, Inc. 1.02% Add +2.1% 58,175 $4.3M
Lowery Thomas, LLC 2.08% Reduce -12.5% 58,095 $4.3M
PFC Capital Group, Inc. 1.63% Add +4.0% 57,846 $4.2M
Cutler Investment Counsel LLC 0.40% Add +16.8% 57,713 $4.2M
American Financial & Tax Strategies Inc. 1.91% Reduce -0.1% 57,668 $4.2M
Seros Financial, LLC 2.20% Add +6.5% 57,612 $4.2M
Consilio Wealth Advisors, LLC 1.01% Add +0.6% 57,369 $4.2M
Leeward Financial Partners, LLC 1.10% Add +10.1% 57,230 $4.2M
Entrust Financial LLC 2.72% Reduce -17.2% 57,225 $4.2M
Sage Investment Advisers LLC 2.82% Add +2.5% 57,207 $4.2M
Ramiah Investment Group 3.20% Add +21.2% 57,070 $4.2M
Arta Finance Wealth Management LLC 1.79% Add +12.2% 57,251 $4.2M
Sherman Asset Management, Inc. 3.21% Add +6.6% 56,436 $4.1M
Financial & Tax Architects, LLC 0.87% Add +576.6% 56,277 $4.1M
Floyd Financial Group LLC 2.70% Add +9.9% 56,785 $4.1M
JT Stratford LLC 0.45% Add +2.5% 56,160 $4.1M
Koshinski Asset Management, Inc. 0.22% Reduce -1.3% 55,836 $4.1M
Savvy Advisors, Inc. 0.09% Reduce -10.8% 55,229 $4.1M
Scissortail Wealth Management, LLC 0.78% Add +2.7% 54,899 $4.0M
Cantor Fitzgerald Investment Advisors L.P. 0.27% Add +2.5% 54,804 $4.0M
Cardiff Park Advisors, LLC 0.31% Add +2.9% 54,397 $4.0M
Foundations Investment Advisors, LLC 0.04% Add +11.3% 53,513 $3.9M
Patten Group, Inc. 0.61% Reduce -7.5% 53,177 $3.9M
Sunesis Advisors, LLC 1.58% Add +1.5% 52,221 $3.8M
Parallel Advisors, LLC 0.06% Add +11.3% 51,636 $3.8M
Blue Trust, Inc. 0.04% Reduce -27.8% 51,569 $3.8M
Great Valley Advisor Group, Inc. 0.06% Add +15.0% 51,298 $3.8M
Midwest Financial Network, LLC 2.57% Reduce -14.6% 51,189 $3.8M
Belpointe Asset Management LLC 0.12% Add +269.1% 50,810 $3.7M
Cordgrass Capital Advisors, LLC 1.39% Add +19.3% 50,725 $3.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +1.8% 50,518 $3.7M
Donalies Financial Planning, LLC 2.73% Add +0.9% 50,403 $3.7M
Capital Square, LLC 1.63% Reduce -2.5% 50,812 $3.7M
Wealth Architects, LLC 0.29% Reduce -9.2% 49,791 $3.7M
Northern Trust Corp. 0.00% Add +22.9% 49,718 $3.6M
NYL Investors LLC 1.39% Reduce -0.4% 49,531 $3.6M
Lynx Investment Advisory 1.18% Add +117.9% 49,223 $3.6M
Washington Trust Advisors, Inc. 0.27% Add +0.7% 48,821 $3.6M
BCO Wealth Management LLC 1.95% Reduce -2.4% 48,688 $3.6M
Center For Asset Management LLC 1.59% Add +7.2% 48,657 $3.6M
Bank of Nova Scotia 0.01% No change 48,637 $3.6M
Amundi 0.00% Reduce -3.1% 48,284 $3.5M
Worth Asset Management, LLC 1.13% Add +35.8% 48,200 $3.5M
Taylor Hoffman Capital Management LLC 0.85% Reduce -1.0% 47,425 $3.5M
City Holding Co. 0.39% Add +15.0% 47,323 $3.5M
Bristlecone Value Partners, LLC 2.79% No change 47,276 $3.5M
Towle & Co. 1.17% Add +53.0% 46,958 $3.4M
Narus Financial Partners, LLC 0.88% Add +26.5% 46,908 $3.4M
Fiducient Advisors LLC 0.49% Add +1.8% 46,890 $3.4M
Sigma Planning Corp 0.09% Reduce -1.6% 46,829 $3.4M
Stewardship Advisors, LLC 0.71% Add +6.4% 46,711 $3.4M
Gallagher Fiduciary Advisors, LLC 0.11% Add +1086.7% 46,672 $3.4M
Grove Street Fiduciary, LLC 1.44% Reduce -3.6% 46,601 $3.4M
Gladstone Institutional Advisory LLC 0.11% Add +0.9% 46,477 $3.4M
BDFS Capital LLC 1.48% Add +5.2% 46,424 $3.4M
Csenge Advisory Group 0.14% Add +2.8% 46,379 $3.4M
Exchange Bank 2.11% Add +4.4% 46,131 $3.4M
Warner Financial, Inc. 0.99% Add +7.1% 45,860 $3.4M
General Partner, Inc. 1.81% New 45,848 $3.4M
Allodium Investment Consultants, LLC 1.42% Add +19.8% 45,429 $3.3M
Scotia Capital Inc. 0.01% Add +3.4% 45,385 $3.3M
Prosperity Consulting Group, LLC 0.13% Reduce -20.1% 45,312 $3.3M
Generation Capital Management LLC 2.04% Reduce -9.4% 45,265 $3.3M
DAVENPORT & Co LLC 0.02% Add +10.1% 45,191 $3.3M
Silverlake Wealth Management LLC 0.63% Add +8.2% 45,120 $3.3M
GWN Securities Inc. 0.55% Reduce -0.6% 45,082 $3.3M
Founders Grove Wealth Partners, LLC 0.66% New 45,003 $3.3M
Saxony Capital Management, LLC 1.51% Add +41.8% 44,837 $3.3M
Fairway Wealth LLC 0.75% Add +14.2% 44,693 $3.3M
CGN Advisors LLC 0.24% Add +33.7% 43,966 $3.2M
Security Financial Services, INC. 0.45% Add +6.7% 43,880 $3.2M
WCG Wealth Advisors LLC 0.08% Reduce -4.1% 43,711 $3.2M
Barden Capital Management, Inc. 2.95% Add +3.4% 43,576 $3.2M
Bartlett & Co. Wealth Management LLC 0.04% No change 43,426 $3.2M
Steel Grove Capital Advisors, LLC 0.30% No change 43,416 $3.2M
TFC Financial Management, Inc. 0.35% Reduce -23.4% 43,338 $3.2M
First National Bank of Omaha 0.09% Add +10.8% 43,306 $3.2M
Financial Strategies Group, Inc. 0.51% Add +2.7% 43,739 $3.2M
Forum Private Client Group LLC 0.94% Add +0.1% 43,162 $3.2M
Centaurus Financial, Inc. 0.12% Add +8.3% 42,930 $3.2M
TCI Wealth Advisors, Inc. 0.14% Reduce -4.4% 42,523 $3.1M
Fisher Asset Management 0.00% Reduce -5.5% 42,413 $3.1M
David Kennon Inc 1.02% Reduce -7.6% 42,239 $3.1M
Ignite Planners, LLC 0.42% Reduce -7.5% 42,127 $3.1M
Investor's Fiduciary Advisor Network, LLC 1.04% Add +0.6% 41,907 $3.1M
Rathbones Group PLC 0.01% Add +7.6% 41,764 $3.1M
Strategic Investment Advisors / MI 0.18% Add +2.7% 41,492 $3.0M
Victory Financial Group, LLC 0.32% Add +27.2% 41,334 $3.0M
Transcendent Capital Group LLC 1.18% Add +0.1% 41,280 $3.0M
Trust Point Inc. 0.26% Reduce -11.8% 40,988 $3.0M
Walkner Condon Financial Advisors LLC 0.35% Add +10.9% 40,983 $3.0M
Marotta Asset Management 0.50% Add +11.9% 40,993 $3.0M
Security National Bank of Sioux City Iowa 1.23% Add +272.4% 40,764 $3.0M
Frank, Rimerman Advisors LLC 0.17% Reduce -6.8% 40,689 $3.0M
Michels Family Financial, LLC 1.91% Add +3.7% 40,528 $3.0M
Main Street Financial Solutions, LLC 0.19% Add +4.4% 40,450 $3.0M
Empowered Funds, LLC 0.02% New 40,365 $3.0M
Argent Trust Co 0.09% Reduce -3.9% 40,227 $3.0M
Align Financial, LLC 1.47% Add +4.8% 40,213 $3.0M
GoalFusion Wealth Management, LLC 1.19% Reduce -5.3% 40,108 $2.9M
Dakota Wealth Management 0.06% Reduce -9.7% 39,991 $2.9M
Coston, McIsaac & Partners 0.59% Reduce -1.2% 39,995 $2.9M
AEGON USA Investment Management, LLC 2.53% Reduce -1.5% 39,665 $2.9M
Cornerstone Financial Group, LLC 1.79% Add +4.6% 39,642 $2.9M
PCG Asset Management, LLC 2.08% Add +5.0% 39,535 $2.9M
Howard Wealth Management, LLC 1.07% Reduce -9.3% 39,349 $2.9M
Timbuktu Capital Management, LLC 4.33% — 39,231 $2.9M
Rossby Financial, LCC 0.52% Add +12.4% 38,873 $2.9M
Three Seasons Wealth, LLC 0.26% Add +33.0% 38,661 $2.8M
BlueSky Wealth Advisors, LLC 0.33% Reduce -38.4% 38,515 $2.8M
Forty-three Eighteen Advisors, LLC 1.90% Reduce -1.4% 38,464 $2.8M
RW Investment Management LLC 0.25% No change 38,301 $2.8M
Howland Capital Management LLC 0.10% New 38,280 $2.8M
Talon Private Wealth, LLC 0.32% Add +69.4% 37,694 $2.8M
Prime Buchholz LLC 0.99% Add +13.5% 37,437 $2.7M
South Plains Financial, Inc. 1.47% Reduce -0.7% 37,292 $2.7M
Pinnacle Family Advisors, LLC 1.14% Reduce -0.4% 36,942 $2.7M
Modern Wealth Management, LLC 0.03% Reduce -8.2% 36,860 $2.7M
Hilltop Holdings Inc. 0.22% Add +48.1% 36,525 $2.7M
HFG Advisors, Inc. 1.67% Add +2.6% 36,500 $2.7M
MLG Wealth Management DBA Pine Grove Financial Group 0.27% Add +6.4% 36,296 $2.7M
Moneta Group Investment Advisors LLC 0.02% Reduce -11.1% 36,255 $2.7M
Mountain Pacific Investment Advisers LLC 0.42% Add +8.5% 36,164 $2.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -32.3% 36,070 $2.6M
Brookwood Investment Group LLC 0.30% Add +22.1% 35,426 $2.6M
Topor & Co. Korea 2.04% Reduce -4.4% 35,239 $2.6M
Hegarty Advisors, LLC 1.77% Add +6.3% 35,099 $2.6M
First Citizens Bank & Trust Co. 0.04% Add +4.5% 35,069 $2.6M
Centennial Advisors, LLC 3.07% Reduce -42.5% 35,044 $2.6M
NorthRock Partners, LLC 0.04% Add +2.3% 34,907 $2.6M
Westerkirk Capital Inc. 0.25% No change 34,850 $2.6M
Western Wealth Management, LLC 0.08% Add +15.8% 34,844 $2.6M
Plancorp, LLC 0.06% New 35,037 $2.5M
Hohimer Wealth Management, LLC 0.26% Reduce -20.6% 34,590 $2.5M
Nvwm, LLC 0.51% Reduce -10.0% 34,372 $2.5M
Regions Financial Corp. 0.01% Reduce -6.2% 34,151 $2.5M
Joel Isaacson & Co., LLC 0.07% Add +28.4% 34,107 $2.5M
Investment Advisory Group, LLC 0.54% Add +2.4% 34,104 $2.5M
Planning Project LLC 0.50% — 34,576 $2.5M
Sellwood Investment Partners LLC 0.87% Add +7.4% 33,779 $2.5M
Wheelhouse Advisory Group LLC 0.70% Add +14.8% 33,649 $2.5M
FC Advisory LLC 0.65% Add +5.5% 33,489 $2.5M
Reston Wealth Management LLC 0.66% Reduce -14.9% 33,411 $2.5M
Traveka Wealth, LLC 0.81% Reduce -8.1% 33,353 $2.4M
AE Wealth Management LLC 0.01% Add +1.7% 33,314 $2.4M
Strategies Wealth Advisors, LLC 0.22% Reduce -1.9% 33,070 $2.4M
Valmark Advisers, Inc. 0.03% Reduce -5.6% 33,000 $2.4M
Flagstar Securities, Inc. 0.73% Reduce -0.1% 32,958 $2.4M
Yukon Wealth Management, Inc. 0.69% Reduce -45.3% 32,601 $2.4M
Wealthspire Retirement, LLC 0.13% Reduce -18.0% 32,462 $2.4M
Fort Henry Capital, LLC 1.30% Add +7.8% 32,178 $2.4M
Independent Wealth Network Inc. 0.60% Add +6.3% 32,045 $2.4M
Passive Capital Management, LLC. 0.73% Reduce -21.0% 31,722 $2.3M
Cumberland Advisors Inc. 0.83% Add +16.1% 31,980 $2.3M
Bridgewater Advisors Inc. 0.13% Add +140.0% 32,468 $2.3M
American Trust 0.18% Add +0.4% 31,632 $2.3M
Bath Savings Trust Co 0.24% Reduce -1.0% 31,501 $2.3M
TABR Capital Management, LLC 1.97% Add +5.9% 31,416 $2.3M
Thrive Capital Management, LLC 0.43% Reduce -23.0% 31,402 $2.3M
HTG Investment Advisors, Inc. 0.59% Reduce -26.8% 31,103 $2.3M
Balentine LLC 0.08% Reduce -15.2% 31,086 $2.3M
Summit Wealth Partners, LLC 0.32% Add +1.9% 31,044 $2.3M
Evergreen Capital Management LLC 0.04% No change 31,039 $2.3M
5T Wealth, LLC 0.85% Reduce -5.7% 31,023 $2.3M
Sloy Dahl & Holst, LLC 0.28% Add +0.6% 31,002 $2.3M
Squire Investment Management Company, LLC 0.55% Add +1.0% 30,892 $2.3M
Capital Analysts, LLC 0.05% Add +13.8% 30,324 $2.2M
Southland Equity Partners LLC 0.39% Add +2.3% 30,140 $2.2M
Gordian Advisors LLC 1.29% Reduce -1.8% 29,976 $2.2M
Crusonia Wealth Advisors LLC 0.36% Reduce -10.8% 29,847 $2.2M
Neuberger Berman Group LLC 0.00% Reduce -6.7% 29,831 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.27% Reduce -17.9% 29,824 $2.2M
Applied Capital LLC 0.70% Add +89.2% 29,661 $2.2M
Silver Coast Investments LLC 0.65% Add +14.6% 29,561 $2.2M
Regal Investment Advisors LLC 0.11% Add +7.0% 29,522 $2.2M
Capital Investment Management, Inc. 0.66% Reduce -1.0% 29,387 $2.2M
Moneda S.A. Administradora General de Fondos 1.76% No change 29,276 $2.1M
Compass Ion Advisors, LLC 0.18% Reduce -7.1% 29,188 $2.1M
Eastern Bank 0.03% Add +5.5% 29,138 $2.1M
Banco BTG Pactual S.A. 0.28% Reduce -61.0% 29,112 $2.1M
Vontobel Holding Ltd. 0.01% No change 29,050 $2.1M
Websterrogers Financial Advisors, LLC 0.54% Add +1.8% 28,940 $2.1M
GW&K Investment Management, LLC 0.02% Add +16.2% 28,906 $2.1M
Stephens Inc. 0.02% Reduce -5.2% 28,790 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +8.0% 28,764 $2.1M
DiPaolo Financial Group, Inc. 1.38% Reduce -1.3% 28,707 $2.1M
Zions Bancorporation, National Association 0.13% No change 28,701 $2.1M
Daybright Advisory Services, Inc. 0.50% Reduce -1.3% 29,101 $2.1M
Pioneer Wealth Management Group 0.51% Add +8.7% 28,615 $2.1M
AdvisorNet Financial, Inc 0.10% Reduce -87.1% 28,475 $2.1M
Novak & Powell Financial Services, Inc. 0.98% Add +92.3% 28,450 $2.1M
Cresset Asset Management, LLC 0.01% Add +9.2% 28,426 $2.1M
KFA Private Wealth Group, LLC 0.50% Add +35.0% 28,354 $2.1M
REDW Wealth LLC 0.74% Reduce -5.2% 28,239 $2.1M
Guardian Asset Advisors, LLC 0.96% Add +26.3% 28,230 $2.1M
Legacy PCG, LLC 10.22% Add +9.8% 28,572 $2.1M
BCS Private Wealth Management, Inc. 0.62% Reduce -1.1% 28,065 $2.1M
Diversified Enterprises, LLC 0.10% Add +3.7% 28,049 $2.1M
Allegiance Financial Group Advisory Services LLC 0.36% Reduce -12.2% 27,989 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +5.3% 27,891 $2.0M
Joel Adams & Associates, Inc. 1.31% Add +14.8% 27,792 $2.0M
Premier Private Wealth Management LLC 1.78% Reduce -2.8% 27,695 $2.0M
Equity Wealth Partners, LLC 0.73% New 27,689 $2.0M
Northeast Planning Associates, Inc. / NH / 1.52% New 29,763 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +216.6% 27,545 $2.0M
SHUTTLEWORTH & Co 1.61% Reduce -0.7% 27,475 $2.0M
Plum Street Advisors, LLC 0.64% Reduce -6.0% 27,268 $2.0M
Stage Harbor Financial, LLC 1.15% Reduce -1.3% 27,165 $2.0M
Meitav Investment House Ltd. 0.01% New 27,082 $2.0M
Accurate Wealth Management, LLC 0.19% Add +367.1% 27,194 $2.0M
Uptick Partners, LLC 0.31% Add +128.8% 26,759 $2.0M
Beaumont Financial Advisors, LLC 0.13% Add +0.8% 26,758 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -58.6% 26,711 $2.0M
Bonfire Financial 1.25% Add +5.0% 26,580 $2.0M
Wiser Advisor Group LLC 2.13% Reduce -1.7% 26,549 $1.9M
Fagan Associates, Inc. 0.24% Reduce -0.3% 26,521 $1.9M
PAX Financial Group, LLC 0.29% Reduce -3.8% 26,492 $1.9M
Overbrook Management Corp 0.29% New 26,419 $1.9M
Millennium Management 0.00% New 26,396 $1.9M
Integrity Alliance, Llc. 0.06% Add +15.2% 26,191 $1.9M
Synergy Investment Management, LLC 0.46% Add +38.8% 26,272 $1.9M
Krane Financial Solutions LLC 1.18% Add +0.3% 26,012 $1.9M
Level Four Advisory Services, LLC 0.05% Add +20.1% 25,999 $1.9M
Caldwell Trust Co 0.15% Reduce -24.1% 25,881 $1.9M
Absolute Capital Management, LLC 0.47% Add +7.3% 25,833 $1.9M
Endowment Wealth Management, Inc. 0.73% Add +4.2% 25,778 $1.9M
Quotient Wealth Partners, LLC 0.04% Add +128.2% 25,740 $1.9M
Evensky & Katz LLC 0.10% Reduce -1.0% 25,620 $1.9M
Blair William & Co. 0.00% Reduce -0.4% 25,602 $1.9M
Everhart Financial Group, Inc. 0.12% Reduce -1.8% 25,452 $1.9M
First International Bank of Israel Ltd. 0.51% New 25,420 $1.9M
Signature Estate & Investment Advisors LLC 0.03% Add +15.7% 25,411 $1.9M
XY Planning Network, Inc. 0.23% Add +737.9% 25,405 $1.9M
Eley Financial Management, Inc 0.60% Add +2.6% 25,168 $1.8M
Beaird Harris Wealth Management, LLC 0.11% Add +17.2% 24,950 $1.8M
RBA Wealth Management, LLC 0.67% Reduce -0.7% 24,910 $1.8M
Gryphon Financial Partners LLC 0.16% Add +19.8% 24,872 $1.8M
Net Worth Advisory Group 0.46% Reduce -35.5% 24,845 $1.8M
Seven Mile Advisory 1.21% Add +29.9% 24,624 $1.8M
Haverford Trust Co 0.02% Reduce -3.2% 24,575 $1.8M
Westside Investment Management, Inc. 0.24% Add +6.8% 24,532 $1.8M
Planning Alternatives Ltd. 0.19% Reduce 0.0% 24,267 $1.8M
Vigilare Wealth Management 0.54% Reduce -4.0% 24,189 $1.8M
Culbertson A N & Co. Inc. 0.21% Add +0.4% 24,179 $1.8M
WASHINGTON TRUST Co 0.05% Add +26.2% 24,040 $1.8M
Evanson Financial, LLC 0.09% — 24,016 $1.8M
Bell Investment Advisors, Inc 0.26% Add +0.6% 24,012 $1.8M
Smithbridge Asset Management Inc. 0.24% No change 23,987 $1.8M
WealthCare Investment Partners, LLC 0.43% Add +3.7% 23,911 $1.8M
Tme Financial, Inc. 1.08% Add +21.9% 23,770 $1.7M
Webster Bank, N. A. 0.15% Add +27.3% 23,753 $1.7M
Twin Peaks Wealth Advisors, LLC 0.39% Add +21.4% 23,580 $1.7M
Moneco Advisors, LLC 0.11% Add +99.8% 23,478 $1.7M
Compass Capital Corp. /Ma/ 0.56% Add +10.0% 23,736 $1.7M
Pearl Planning LLC 0.79% Reduce -15.4% 23,389 $1.7M
Tandem Wealth Advisors LLC 0.68% Reduce -26.5% 23,241 $1.7M
Old Peak Finance LLC 0.82% Add +7.3% 23,214 $1.7M
NBH Bank 0.72% — 23,197 $1.7M
Money Concepts Capital Corp. 0.08% Add +1.3% 23,005 $1.7M
Advisory Solutions Group, LLC 0.58% — 22,926 $1.7M
Cary Street Partners Investment Advisory LLC 0.34% Add +25.9% 22,920 $1.7M
Gould Asset Management LLC 0.26% Reduce -2.9% 22,888 $1.7M
Disciplined Investors, L.L.C. 0.84% Add +94.2% 22,764 $1.7M
Oakmont Advisory Group, LLC 1.40% Reduce -6.3% 22,723 $1.7M
Nikulski Financial, Inc. 0.36% Reduce -2.3% 22,673 $1.7M
Linscomb Wealth, Inc. 0.07% Add +16.1% 22,669 $1.7M
OpenArc Corporate Advisory, LLC 0.02% Add +60.9% 22,626 $1.7M
BOK Financial Private Wealth, Inc. 0.08% Add +3.2% 22,500 $1.7M
Cyndeo Wealth Partners, LLC 0.08% Add +0.5% 22,450 $1.6M
Peak Retirement Planning, Inc. 0.26% Reduce -67.2% 22,346 $1.6M
Chicago Capital, LLC 0.04% No change 22,195 $1.6M
Stratos Wealth Advisors, LLC 0.09% Add +0.3% 22,115 $1.6M
Keystone Wealth Services, LLC 0.30% Reduce -0.7% 22,105 $1.6M
Colonial Trust Co / SC 0.20% Add +1.4% 22,043 $1.6M
PFG Investments, LLC 0.06% Add +5.8% 21,906 $1.6M
Evolution Wealth Advisors, LLC 0.19% Reduce -11.1% 21,780 $1.6M
Clear Creek Financial Management, LLC 0.10% Reduce -3.6% 21,707 $1.6M
Seldon Capital LP 0.50% No change 21,582 $1.6M
Argonautica Private Wealth Management, Inc. 0.39% Add +95.7% 21,578 $1.6M
Three Arch Wealth Management LLC 0.24% Reduce -0.3% 21,572 $1.6M
First Pacific Financial 0.19% Reduce -0.7% 21,557 $1.6M
Burkett Asset Management Ltd 1.48% Add +7.8% 21,545 $1.6M
Silver Grove Financial Group, Inc. 0.86% Reduce -1.1% 21,525 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Add +2.8% 21,317 $1.6M
Pacific Asset Management, LLC 0.76% Add +1.7% 21,228 $1.6M
St Germain D J Co. Inc. 0.06% Reduce -2.0% 21,051 $1.5M
Aegis Wealth Management LLC 0.72% No change 20,950 $1.5M
Freestone Capital Holdings, LLC 0.04% New 20,920 $1.5M
Clark Asset Management, LLC 0.12% Add +43.0% 20,883 $1.5M
Ballast Financial Advisors LLC 1.39% Reduce -3.4% 20,870 $1.5M
Founders Financial Securities LLC 0.08% Add +0.5% 20,794 $1.5M
Sincerus Advisory, LLC 1.04% Reduce -5.0% 20,780 $1.5M
Perennial Investment Advisors, LLC 0.10% Add +9.4% 20,722 $1.5M
Navigate Wealth Management, LLC 0.94% Add +3.7% 20,758 $1.5M
Private Trust Co. NA 0.12% Reduce -0.6% 20,578 $1.5M
Burns J W & Co. Inc. 0.16% Reduce -10.1% 20,495 $1.5M
Blalock Williams, LLC 0.97% Add +42.7% 20,484 $1.5M
Kovack Advisors, Inc. 0.07% Add +109.8% 20,539 $1.5M
Red Wave Investments LLC 0.38% Add +7.6% 20,329 $1.5M
SJS Investment Consulting Inc. 0.16% Add +0.1% 20,216 $1.5M
MBA Advisors LLC 0.51% Reduce -2.9% 20,212 $1.5M
First United Bank & Trust 0.43% Reduce -9.1% 20,184 $1.5M
Tillman Hartley LLC 0.33% Add +8.6% 20,140 $1.5M
Family Wealth Partners, LLC 0.45% Reduce -1.8% 20,111 $1.5M
Ketron Financial 0.46% Add +4.9% 20,029 $1.5M
Ridgewood Investments LLC 0.55% New 19,916 $1.5M
Bryant Woods Investment Advisors, LLC 0.41% Add +1.1% 19,854 $1.5M
Wedmont Private Capital 0.04% Reduce -6.5% 19,991 $1.5M
Xcel Wealth Management, LLC 0.35% New 19,667 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -1.6% 19,570 $1.4M
Arrowroot Family Office, LLC 0.41% Reduce -10.0% 19,559 $1.4M
Tiemann Investment Advisors, LLC 0.52% Add +0.4% 19,534 $1.4M
Carrera Capital Advisors 0.21% Reduce -2.4% 19,471 $1.4M
Wealth Management Nebraska 0.13% Add +66.1% 19,469 $1.4M
Banque Pictet & Cie SA 0.01% New 19,426 $1.4M
Wedbush Securities Inc. 0.04% Reduce -18.7% 19,367 $1.4M
Ruedi Wealth Management, Inc. 0.33% Add +9.9% 19,331 $1.4M
Private Capital Management, LLC 0.13% Add +3.0% 19,190 $1.4M
Bucket List Wealth Management, LLC 0.69% Reduce -20.4% 19,179 $1.4M
Meridian Wealth Partners, LLC 0.17% Reduce -3.7% 19,139 $1.4M
Sidoxia Capital Management, LLC 1.03% Add +4.5% 19,070 $1.4M
Innovative Wealth Building LLC 0.81% Add +226.7% 18,953 $1.4M
Pitti Group Wealth Management, LLC 1.01% Add +28.2% 18,932 $1.4M
PKS Advisory Services, LLC 0.22% Add +10.0% 18,592 $1.4M
Creekside Partners 0.49% Reduce -0.4% 18,590 $1.4M
William Mack & Associates, Inc. 0.48% Add +93.2% 18,540 $1.4M
Abound Wealth Management 0.27% Add +2.0% 18,406 $1.4M
Balboa Wealth Partners 0.18% Add +199.1% 18,361 $1.3M
SilverOak Wealth Management LLC 0.17% Add +17.7% 18,355 $1.3M
Driehaus Capital Management LLC 0.01% No change 18,301 $1.3M
Petersen Hastings Wealth Advisors Inc. 0.11% Add +4.2% 18,230 $1.3M
Trinity Wealth Management, LLC 0.42% Add +19.9% 18,216 $1.3M
Garrison Point Advisors, LLC 0.54% Add +0.9% 18,152 $1.3M
Simplicity Wealth,LLC 0.04% Reduce -74.0% 18,131 $1.3M
Roger Wittlin Investment Advisory, LLC 1.04% Reduce -18.1% 18,107 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +7.7% 18,195 $1.3M
Legacy Advisors, LLC 0.12% Add +9.1% 17,944 $1.3M
DecisionPoint Financial, LLC 0.24% Reduce -5.4% 18,008 $1.3M
Elevate Capital Advisors, LLC 0.73% Add +155.7% 17,892 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.21% Reduce -31.2% 17,800 $1.3M
Shakespeare Wealth Management, LLC 0.34% Add +10.4% 17,669 $1.3M
AlphaCore Capital LLC 0.02% Reduce -1.3% 17,661 $1.3M
Sagespring Wealth Partners, LLC 0.02% Add +10.8% 17,648 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.19% Reduce -1.7% 17,613 $1.3M
Wealth Group Ltd 0.25% Reduce -4.2% 17,568 $1.3M
International Assets Investment Management, LLC 0.08% Add +0.4% 17,520 $1.3M
Cascade Investment Group, Inc. 0.72% Reduce -4.0% 17,436 $1.3M
Quadrature Capital Ltd 0.01% New 17,436 $1.3M
Chesapeake Wealth Management 0.36% No change 17,347 $1.3M
Apeiron RIA LLC 0.33% Reduce -19.4% 17,266 $1.3M
Investment Research & Advisory Group, Inc. 0.39% Add +4.5% 17,152 $1.3M
BCGM Wealth Management, LLC 0.26% Reduce -0.9% 17,048 $1.3M
American Investment Services, Inc. 0.26% Reduce -4.8% 16,991 $1.2M
Madden Advisory Services, Inc. 0.45% Add +10.2% 16,988 $1.2M
Madrid Wealth Management, LLC 0.81% Reduce -12.6% 16,907 $1.2M
eCIO, Inc. 0.35% Add +10.8% 16,890 $1.2M
First Manhattan Co. Llc. 0.00% Add +6.2% 16,858 $1.2M
Cogent Private Wealth, Inc. 0.77% Reduce -1.9% 16,838 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -9.8% 16,744 $1.2M
Grandview Asset Management LLC 0.30% Add +0.2% 16,636 $1.2M
Integrity Wealth Solutions LLC 0.45% Reduce -5.6% 16,602 $1.2M
Fiduciary Financial Advisors 0.12% Add +434.8% 16,408 $1.2M
Strategy Asset Managers LLC 0.18% New 16,387 $1.2M
Aspire Private Capital, LLC 0.25% Add +5.0% 16,385 $1.2M
MN Wealth Advisors, LLC 0.51% Add +14.1% 16,379 $1.2M
Arete Wealth Advisors, LLC 0.08% Add +1.4% 16,351 $1.2M
LexAurum Advisors, LLC 0.14% Add +28.7% 16,347 $1.2M
Ausdal Financial Partners, Inc. 0.05% Reduce -18.9% 16,240 $1.2M
Journey Advisory Group, LLC 0.09% Reduce -4.5% 16,166 $1.2M
Strategic Financial Planning, Inc. 0.62% Reduce -82.1% 16,124 $1.2M
MidAtlantic Capital Management, Inc. 0.73% Add +165.9% 16,087 $1.2M
Centurion Wealth Management LLC 0.28% Add +0.6% 16,045 $1.2M
McAdam, LLC 0.05% Add +102.6% 16,029 $1.2M
NBT Bank, N.A. 0.08% Reduce -3.8% 15,987 $1.2M
VestGen Investment Management 0.62% Reduce -17.0% 15,898 $1.2M
Integrated Advisors Network LLC 0.05% Add +10.8% 15,894 $1.2M
Creative Financial Designs Inc. 0.06% Add +26.7% 15,798 $1.2M
Swmg, LLC 0.27% Add +6.6% 15,867 $1.2M
Legacy Financial Strategies, LLC 0.18% Reduce -1.7% 15,663 $1.1M
Alvarez & Marsal Private Wealth Partners, LLC 0.15% No change 15,662 $1.1M
HBW Advisory Services LLC 0.10% Add +9.7% 15,644 $1.1M
Ted Buchan & Co 0.37% Reduce -0.2% 15,486 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +33.9% 15,400 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Add +32.3% 15,349 $1.1M
Caliber Wealth Management, LLC / KS 0.11% Reduce -19.3% 15,332 $1.1M
Baron Wealth Management LLC 0.29% Add +12.8% 15,285 $1.1M
Cape Cod Five Cents Savings Bank 0.09% — 15,267 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.44% No change 15,250 $1.1M
First American Bank 0.06% Add +331.9% 15,226 $1.1M
DecisionMap Wealth Management, LLC 0.62% Add +13.8% 15,211 $1.1M
Fiduciary Advisors, Inc. 0.75% Add +2.9% 15,210 $1.1M
Avion Wealth 0.21% Reduce -1.4% 15,111 $1.1M
Piedmont Capital Management, LLC 0.56% Add +3.3% 15,154 $1.1M
Schmidt P J Investment Management Inc. 0.17% Reduce -1.1% 15,074 $1.1M
Life Planning Partners, Inc 0.82% Reduce -4.1% 15,039 $1.1M
VERITY Wealth Advisors 0.67% Reduce -3.3% 15,022 $1.1M
Reicon Wealth Advisors, LLC 0.69% Add +210.0% 15,005 $1.1M
ARK & TLK Investments, LLC 0.27% Add +2.7% 14,924 $1.1M
Brighton Jones LLC 0.02% Reduce -24.3% 14,920 $1.1M
Gambit Capital Management, LLC 0.63% Add +13.8% 14,789 $1.1M
Wick Capital Partners, LLC 0.16% Add +38.6% 11,117 $1.1M
Circle Wealth Management, LLC 0.01% Add +1.0% 14,731 $1.1M
Kings Path Partners LLC 0.29% Reduce -3.3% 14,632 $1.1M
Fiduciary Trust Co 0.01% Add +0.0% 14,611 $1.1M
Harbor Investment Advisory, LLC 0.07% Add +197.1% 14,602 $1.1M
Midwest Trust Co 0.01% Reduce -26.9% 14,566 $1.1M
JHP Wealth Management, LLC 0.88% Add +77.4% 14,561 $1.1M
Quantum Financial Planning Services, Inc. 0.33% Reduce -27.4% 14,467 $1.1M
Strategic Investment Solutions, Inc. 0.24% Reduce -19.5% 14,344 $1.1M
Decker Retirement Planning Inc. 0.36% Add +3.6% 14,331 $1.1M
Traynor Capital Management, Inc. 0.05% Add +3.1% 14,229 $1.0M
BCS Wealth Management 0.19% Add +11.9% 14,219 $1.0M
Fiduciary Group, LLC 0.08% Reduce -4.8% 14,218 $1.0M
HCR Wealth Advisors 0.09% Reduce -0.5% 14,215 $1.0M
TOWER TRUST & INVESTMENT Co 0.63% Add +21.1% 14,164 $1.0M
Two Sigma Securities, LLC 0.09% Reduce -83.2% 14,106 $1.0M
Private Wealth Management Group, LLC 0.24% No change 14,095 $1.0M
Fortitude Advisory Group L.L.C. 0.39% Add +22.3% 14,037 $1.0M
Crestwood Advisors Group, LLC 0.02% Reduce -3.1% 14,035 $1.0M
Nilsine Partners, LLC 0.07% Add +1.1% 14,004 $1.0M
BAM Wealth Management, LLC 0.64% Add +15.5% 13,973 $1.0M
J. M. Brown & Associates Inc. 0.59% — 13,962 $1.0M
Hendershot Investments Inc. 0.13% Reduce -0.3% 13,926 $1.0M
Impact Capital Partners LLC 0.28% Add +1.2% 13,918 $1.0M
Americana Partners, LLC 0.02% Add +0.3% 13,840 $1.0M
Keybank National Association 0.00% Add +6.4% 13,797 $1.0M
Arrow Financial Corp 0.09% Reduce -24.2% 13,739 $1.0M
Spire Wealth Management 0.03% Add +0.3% 13,597 $998K
Novem Group 0.10% Reduce -6.5% 13,550 $995K
Sharp Wealth Advisory, LLC 0.46% Add +12.9% 13,418 $985K
Legacy Financial Group LLC 0.11% Reduce -31.6% 13,378 $982K
Buck Wealth Strategies, LLC 0.10% Reduce -2.0% 13,358 $981K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -17.2% 13,348 $980K
IHT Wealth Management, LLC 0.02% Reduce -4.8% 13,334 $979K
Covestor Ltd 0.56% Add +8.6% 13,328 $978K
Verdence Capital Advisors LLC 0.05% Reduce -0.7% 13,199 $969K
Delta Financial Advisors LLC 0.23% Add +0.1% 13,032 $957K
Sara-Bay Financial 0.25% New 13,000 $954K
Harmony Asset Management LLC 0.26% Add +18.7% 12,989 $954K
Avise Financial Cooperative, Inc. 0.68% Add +82.9% 12,955 $951K
Genesis Private Wealth, LLC 0.27% Reduce -0.5% 12,842 $943K
Meramec Financial Planners, LLC 0.34% Reduce -10.4% 12,952 $938K
WealthShield Partners, LLC 0.14% Reduce -47.6% 12,775 $938K
Accelerate Investment Advisors LLC 0.54% Reduce -2.6% 12,769 $937K
Penobscot Wealth Management 0.25% Add +23.7% 12,735 $935K
FWG Investments, LLC. 0.49% Add +7.7% 12,713 $933K
Obsidian Cio, LLC 0.69% Add +12.7% 12,706 $933K
Mission Creek Capital Partners, Inc. 0.16% Reduce -1.7% 12,629 $927K
Conrad Siegel Investment Advisors, Inc. 0.15% Reduce -0.7% 12,549 $921K
Procyon Advisors, LLC 0.04% Add +26.9% 12,525 $919K
Strategic Financial Concepts, LLC 0.27% Reduce -10.3% 12,500 $918K
Goelzer Investment Management, Inc. 0.04% Add +0.6% 12,500 $918K
Florida Financial Advisors, LLC 0.15% Add +4.6% 12,489 $917K
Flagship Private Wealth, LLC 0.32% Reduce -5.6% 12,356 $907K
Friedenthal Financial 0.42% Reduce -3.5% 12,353 $907K
Hudson Oak Wealth Advisory LLC 0.69% Add +4.6% 12,256 $900K
Catalyst Financial Partners LLC 0.09% No change 12,240 $899K
Calton & Associates, Inc. 0.13% Reduce -2.9% 12,170 $893K
Innealta Capital, LLC 0.47% Reduce -1.1% 12,092 $888K
Fiduciary Alliance LLC 0.06% Add +176.0% 12,029 $883K
Hardin Capital Partners, LLC 0.41% Reduce -1.4% 12,015 $883K
MTM Investment Management, LLC 0.25% New 11,991 $880K
Lanark Financial, Inc. 0.06% Reduce -0.9% 11,970 $879K
GeoWealth Management, LLC 0.03% Reduce -8.4% 11,940 $877K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -14.7% 11,917 $875K
SeaCrest Wealth Management, LLC 0.10% Reduce -61.1% 11,915 $875K
Cannell & Spears LLC 0.02% Reduce -0.1% 11,914 $875K
Aldebaran Financial Inc. 0.71% Add +11.1% 11,878 $872K
Plan Group Financial, LLC 0.18% Reduce -31.9% 11,829 $868K
Sovereign Financial Group, Inc. 0.13% Reduce -1.7% 11,783 $865K
Avidian Wealth Enterprises, LLC 0.02% Add +0.1% 11,697 $859K
Stevens Capital Partners 0.16% Reduce -67.5% 11,686 $858K
Summit Wealth Group LLC / Co. 0.07% Add +2.3% 11,684 $858K
Optima Capital LLC 0.34% Reduce -7.5% 11,681 $858K
Aua Capital Management, LLC 0.40% Reduce -1.4% 11,656 $856K
Citizens Financial Group Inc. 0.01% Add +14.9% 11,628 $854K
Grey Fox Wealth Advisors, LLC 0.13% Add +1.1% 11,555 $848K
Carolina Wealth Management Inc 0.39% — 11,552 $848K
Endeavor Private Wealth, Inc. 0.20% Reduce -21.9% 11,484 $843K
Revisor Wealth Management LLC 0.20% Reduce -2.8% 11,451 $841K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +27.4% 11,330 $832K
SageGuard Financial Group, LLC 0.12% Reduce -15.9% 11,304 $830K
Rialto Wealth Management, LLC 0.16% Reduce -21.7% 11,278 $828K
Glen Eagle Advisors, LLC 0.10% Add +107.0% 11,263 $827K
Lodestone Wealth Management LLC 0.29% Reduce -6.7% 11,198 $822K
Equity Investment Corp. 0.02% Reduce -15.6% 11,189 $821K
WPG Advisers, LLC 0.48% Add +25.1% 11,143 $818K
Sequent Planning LLC 0.17% Add +3.9% 11,128 $817K
Vines Capital Management, LLC 0.67% Add +20.6% 11,123 $817K
JMG Financial Group, Ltd. 0.02% Reduce -0.0% 11,053 $811K
My Personal CFO, LLC 0.32% Add +45.4% 11,015 $809K
Garner Asset Management Corp 0.26% Add +8.1% 10,966 $805K
Dravo Bay LLC 0.28% Add +26.3% 10,901 $800K
Cedar Mountain Advisors, LLC 0.14% No change 10,768 $790K
Viewpoint Investment Partners Corp. 0.27% No change 10,682 $784K
Advisory Research Inc. 0.08% No change 10,655 $782K
Horizon Investment Services, LLC 0.22% Reduce -5.6% 10,633 $781K
Granite Bay Wealth Management, LLC 0.07% Add +149.9% 10,608 $778K
Welch & Forbes LLC 0.01% Reduce -2.3% 10,504 $771K
Opulen Financial Group LLC 0.48% Add +2.3% 10,455 $768K
Cloud Capital Management, LLC 0.28% Add +16.6% 10,439 $766K
CWS Financial Advisors, LLC 0.17% Reduce -11.7% 10,416 $765K
Old Port Advisors 0.15% Reduce -11.4% 10,402 $764K
Williams Jones Wealth Management, LLC. 0.01% Add +128.1% 10,341 $759K
Widmann Financial Services, Inc. 0.41% Reduce -1.5% 10,290 $755K
Robinswood Financial LLC 0.22% Add +4.7% 10,272 $754K
Capital Wealth Alliance, LLC 0.35% Add +8.3% 10,213 $750K
Oregon Pacific Wealth Management, LLC 0.70% Add +3.5% 10,147 $745K
Markowski Investments 0.16% — 10,075 $740K
B. Riley Wealth Advisors, Inc. 0.04% Add +2.0% 10,014 $738K
Compass Financial Management LLC 0.09% — 10,058 $737K
Gateway Investment Advisers LLC 0.01% New 10,036 $737K
BridgePort Financial Solutions, LLC 0.19% Reduce -5.6% 10,026 $736K
Security National Bank of So Dak 0.34% Add +71.0% 10,011 $735K
McLean Asset Management Corp 0.10% Reduce -58.0% 10,147 $733K
Capital Investment Counsel, Inc 0.08% Add +11.2% 9,950 $730K
One Capital Management, LLC 0.02% No change 9,914 $730K
Balanced Rock Investment Advisors LLC 0.45% Reduce -34.5% 9,925 $729K
Evolution Advisers, Inc. 0.27% Reduce -47.1% 9,918 $728K
First Horizon Corp. 0.03% No change 9,847 $723K
Aspen Grove Capital, LLC 0.10% Add +0.9% 9,846 $723K
Laraway Financial Advisors Inc 0.44% Add +6.0% 9,828 $721K
Noesis Capital Mangement Corp. 0.09% New 9,812 $720K
MorganRosel Wealth Management, LLC 0.24% Add +3.6% 9,804 $720K
Wealth Effects LLC 0.19% Add +7.4% 9,789 $719K
Topel & Distasi Wealth Management, LLC 0.35% Add +10.6% 9,775 $718K
PW Nova Financial Services LLC 0.15% New 9,746 $715K
Retirement Wealth Solutions LLC 0.39% Add +0.6% 9,736 $715K
Claro Advisors Inc. 0.07% Reduce -14.8% 9,715 $713K
Insigneo Advisory Services, LLC 0.03% Add +18.9% 9,712 $713K
True Link Financial Advisors, LLC 0.04% Add +15.1% 9,694 $712K
J.M. Arbour, LLC 0.61% Add +3.3% 9,691 $711K
Myecfo, LLC 0.27% No change 9,685 $711K
Red Crane Wealth Management, LLC 0.52% No change 9,684 $711K
Wallace Advisory Group, LLC 0.67% New 9,678 $710K
Keeler & Nadler Financial Planning & Wealth Management 0.20% Reduce -14.7% 9,676 $710K
WMS Group LLC 0.91% No change 9,651 $708K
Asset One Wealth Management LLC 0.07% Reduce -1.2% 9,665 $704K
Evelyn Partners Group Ltd 0.01% — 9,562 $702K
Marion Wealth Management 0.14% Add +5.0% 9,551 $701K
HighPoint Advisor Group LLC 0.02% Reduce -3.3% 9,536 $700K
Continental Investors Services, Inc. 0.55% Reduce -45.9% 9,633 $698K
Forbes Financial Planning, Inc. 0.37% Reduce -8.1% 9,504 $698K
Performance Wealth Partners, LLC 0.02% Add +13.8% 9,499 $697K
Vantus Wealth LLC 0.37% — 9,490 $697K
Cordant, Inc. 0.25% Add +2.9% 9,472 $695K
Ellis Investment Partners, LLC 0.11% Add +16.4% 9,436 $693K
Rehmann Capital Advisory Group 0.03% Reduce -81.6% 9,436 $693K
Bank of New Hampshire 0.14% Add +0.5% 9,399 $690K
McGrath & Associates, Inc. 0.89% Reduce -19.9% 9,308 $683K
Richardson Financial Services Inc. 0.39% Reduce -1.0% 9,282 $681K
Sheets Smith Wealth Management 0.07% Add +1.1% 9,227 $677K
NorthLanding Financial Partners, LLC 0.47% Add +54.8% 9,204 $676K
Archer Investment Corp 0.13% Add +4.7% 9,197 $675K
Fortis Capital Advisors, LLC 0.08% Reduce -8.0% 9,188 $674K
Falcon Wealth Planning 0.04% Add +24.8% 9,132 $670K
Sound Income Strategies, LLC 0.03% Reduce -9.8% 9,096 $668K
Turtle Creek Wealth Advisors, LLC 0.04% Reduce -4.2% 9,089 $667K
Connors Investor Services Inc. 0.06% Add +4.6% 9,056 $665K
Sims Investment Management, LLC 0.21% Reduce -6.3% 9,041 $664K
Wayfinding Financial, LLC 0.25% Add +50.6% 9,019 $662K
Hershey Financial Advisers, LLC 0.47% Reduce -7.3% 8,968 $658K
Burney Co./ 0.02% Reduce -32.6% 8,968 $658K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -4.5% 8,948 $657K
Flower City Capital 0.29% Reduce -4.0% 8,936 $656K
Cornerstone Advisors Asset Management, LLC 0.09% Reduce -5.7% 8,916 $655K
Cape Investment Advisory, Inc. 0.17% Reduce -3.9% 8,852 $650K
Beacon Wealthcare LLC 0.21% Reduce -0.3% 8,814 $647K
Bull Street Advisors, LLC 0.30% Add +4.9% 8,811 $647K
Stokes Family Office, LLC 0.08% New 8,779 $644K
Lifeworks Advisors, LLC 0.07% Reduce -20.3% 8,757 $643K
Riverpoint Wealth Management Holdings, LLC 0.12% Reduce -2.8% 8,731 $641K
Black Diamond Financial, LLC 0.06% Add +119.5% 8,710 $639K
Oxinas Partners, LLC 0.25% Add +1.9% 8,689 $638K
Van Hulzen Asset Management, LLC 0.05% Reduce -0.1% 8,683 $637K
Davis R M Inc. 0.01% Add +2.9% 8,674 $637K
Heritage Wealth Management, Inc. 0.16% New 8,674 $637K
Wilmington Savings Fund Society, FSB 0.01% No change 8,612 $632K
Lodestar Private Asset Management LLC 0.05% Add +8.7% 8,603 $632K
Fiduciary Financial Group, LLC 0.07% Reduce -24.8% 8,588 $630K
Melfa Wealth Management, Inc. 0.34% Add +113.6% 8,555 $628K
Sachetta, LLC 0.30% Add +3.5% 8,519 $625K
Connecticut Wealth Management, LLC 0.02% Reduce -13.2% 8,477 $622K
Medallion Wealth Advisors, LLC 0.19% Reduce -26.8% 8,404 $617K
EFG International AG 0.01% No change 8,400 $617K
Petra Financial Advisors Inc. 0.29% New 8,389 $616K
Truefg, LLC 0.14% Add +4.8% 8,376 $615K
Wealth Dimensions Group, Ltd. 0.11% No change 8,297 $609K
Weitzel Financial Services, Inc. 0.21% Reduce -1.8% 8,327 $609K
Post Resch Tallon Group Inc. 0.42% Add +34.4% 8,286 $608K
WNY Asset Management, LLC 0.05% Add +32.3% 8,271 $607K
XML Financial, LLC 0.04% Add +51.8% 8,268 $607K
GreatBanc Trust CO 0.38% No change 8,263 $607K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -90.4% 8,229 $604K
Elevation Point Wealth Partners, LLC 0.01% Add +4.4% 8,208 $603K
North Dallas Bank & Trust Co. 0.35% Add +6.5% 8,150 $598K
Cascade Financial Partners, LLC 0.05% Reduce -6.0% 8,139 $597K
Grand Central Investment Group 0.50% No change 8,134 $597K
S.A. Mason LLC 0.18% Reduce -0.8% 8,133 $597K
Sonata Capital Group Inc. 0.19% No change 8,129 $597K
Ashton Thomas Securities, LLC 0.09% Add +3.7% 8,122 $596K
Magnus Financial Group LLC 0.04% Add +4.1% 8,112 $595K
Hoxton Planning & Management, LLC 0.15% Reduce -12.5% 8,084 $593K
OneAscent Family Office, LLC 0.30% No change 8,063 $592K
Clark Capital Management Group, Inc. 0.00% No change 8,003 $587K
Carroll Advisory Group, LLC 0.19% Reduce -3.4% 7,984 $586K
Insight Advisors, LLC/ PA 0.10% Add +13.6% 7,974 $585K
Xcelsior Advisor Partners LLC 0.08% New 7,967 $585K
SVB Wealth LLC 0.04% Reduce -19.8% 7,965 $585K
Rock Point Advisors, LLC 0.14% No change 7,955 $584K
Seneschal Advisors, LLC 0.40% Reduce -1.9% 7,954 $584K
ONE Advisory Partners, LLC 0.16% Add +73.7% 7,947 $583K
Sand Hill Global Advisors, LLC 0.02% No change 7,924 $582K
Liberty Square Wealth Partners LLC 0.14% Reduce -34.8% 7,886 $579K
Inspire Advisors, LLC 0.04% New 7,865 $577K
First Growth Capital LLC 0.44% Add +16.8% 7,850 $576K
Tactive Advisors, LLC 0.14% Reduce -4.0% 7,828 $575K
Value Investment Professionals, LLC 0.48% New 7,827 $575K
RS Crum Inc. 0.11% Add +0.2% 7,788 $572K
Sendero Wealth Management, LLC 0.06% Add +0.7% 7,786 $572K
Brand Asset Management Group, Inc. 0.13% Add +5.0% 7,784 $571K
San Luis Wealth Advisors LLC 0.09% Add +3.7% 7,695 $565K
Aries Wealth Management 0.11% No change 7,677 $564K
Access Financial Services, Inc. 0.18% Add +4.1% 7,672 $563K
New England Private Wealth Advisors LLC 0.05% Add +1.0% 7,711 $563K
Bond & Devick Financial Network, Inc. 0.14% Add +0.3% 7,640 $561K
Hopwood Financial Services, Inc. 0.32% Reduce -4.4% 7,635 $560K
Fiera Capital Corp 0.00% Add +36.4% 7,594 $557K
Squarepoint Ops LLC 0.00% New 7,567 $555K
Successful Portfolios LLC 0.26% Reduce -0.0% 7,626 $555K
Krilogy Financial LLC 0.02% Reduce -10.9% 7,541 $554K
Burton Enright Welch 0.06% Reduce -15.9% 7,530 $553K
First Citizens Financial Corp 0.23% Reduce -9.4% 7,495 $550K
Legacy Wealth Managment, LLC 0.23% Add +13.6% 7,493 $550K
Liberty Wealth Management LLC 0.07% No change 7,453 $549K
Penobscot Investment Management Company, Inc. 0.04% Add +63.9% 7,454 $547K
CVA Family Office, LLC 0.05% Add +19.6% 7,447 $547K
WESCAP Management Group, Inc. 0.10% No change 7,403 $543K
Sanchez Gaunt Capital Management, LLC 0.30% Add +8.1% 7,398 $543K
Verum Partners LLC 0.08% Reduce -39.4% 7,344 $539K
Providence Capital Advisors, LLC 0.08% Reduce -24.6% 7,343 $539K
DMC Group, LLC 0.37% New 7,342 $539K
Nordwand Advisors, LLC 0.08% No change 7,325 $538K
Trust Co. of Toledo NA 0.04% Add +196.5% 7,320 $537K
TFB Advisors LLC 0.24% Add +17.5% 7,290 $535K
Quartz Partners, LLC 0.17% New 7,263 $533K
Cane Capital Partners, LLC 0.21% Add +106.2% 7,176 $527K
Abacus Planning Group, Inc. 0.07% No change 7,160 $526K
Simmons Bank 0.03% Add +39.4% 7,107 $522K
WealthSpring Partners, LLC 0.45% Reduce -3.5% 7,081 $520K
DUTCH ASSET Corp 0.26% Reduce -10.7% 7,074 $519K
Concord Wealth Partners 0.06% New 7,049 $517K
STAR Financial Bank 0.21% Reduce -7.3% 7,040 $517K
RKL Wealth Management LLC 0.04% No change 7,032 $516K
Mycio Wealth Partners, LLC 0.10% Add +1.0% 7,017 $515K
SMI Advisory Services, LLC 0.08% Reduce -4.7% 7,035 $515K
Kintra Wealth, LLC 0.03% Add +48.1% 7,088 $514K
TPG Advisors LLC 0.28% Reduce -0.2% 6,974 $512K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +5.3% 6,965 $511K
Empower Advisory Group, LLC 0.00% Add +37.9% 6,921 $508K
Certified Advisory Corp 0.04% Add +14.1% 6,915 $508K
Hardworking Capital Advisors, LLC 0.41% No change 6,905 $507K
Stegner Investment Associates Inc. 0.24% Add +37.0% 6,869 $504K
Ballast Rock Private Wealth LLC 0.23% Add +2.9% 6,860 $504K
Churchill Financial Advisors, LLC 0.10% Add +1.4% 6,835 $502K
First American Trust, FSB 0.03% New 6,816 $500K
Barrett & Company, Inc. 0.14% Add +5.8% 6,808 $500K
Collaborative Wealth Managment Inc. 0.21% Reduce -15.5% 6,801 $499K
Keener Financial Planning LLC 0.18% No change 6,800 $499K
Kagan Cocozza Asset Management 0.31% No change 6,795 $499K
Factor Wealth Management LTD 0.08% Reduce -54.1% 6,780 $498K
Roberts Glore & Co. Inc. 0.12% Add +0.4% 6,778 $498K
Miller Capital Partners, Inc. 0.19% Add +3.7% 6,733 $494K
Safeguard Investment Advisory Group, LLC 0.11% Add +119.1% 6,623 $486K
United Asset Strategies, Inc. 0.03% Add +31.4% 6,616 $486K
Power Wealth Management LLC 0.17% Reduce -0.4% 6,607 $485K
Zacks Investment Management 0.00% Reduce -21.2% 6,582 $483K
Capital Asset Managemnet, LLC 1.09% Reduce -17.9% 6,575 $483K
Sterling Investment Advisors, Ltd. 0.08% No change 6,550 $481K
Focused Alpha, LLC 0.12% Add +0.8% 6,537 $480K
Austin Wealth Management, LLC 0.10% Add +21.4% 6,534 $476K
Smith, Moore & Co. 0.03% Reduce -1.5% 6,475 $475K
Johnson Financial Group, LLC 0.03% New 6,473 $475K
Strategic Blueprint, LLC 0.02% Add +9.5% 6,461 $474K
Diversified Portfolios, Inc. 0.03% No change 6,461 $474K
USAdvisors Wealth Management, LLC 0.14% Add +0.7% 6,454 $473K
Guyasuta Investment Advisors Inc. 0.02% No change 6,442 $473K
Essex Financial Services, Inc. 0.02% Add +6.6% 6,436 $472K
Certuity, LLC 0.02% Reduce -0.0% 6,430 $472K
NorthStar Asset Management LLC 0.10% Add +725.4% 47,804 $472K
Northern Lights Advisors, Inc. 0.26% Add +2.1% 6,418 $471K
Scott & Selber, Inc. 0.10% Reduce -4.2% 6,412 $471K
Timonier Family Office, LTD. 0.13% — 6,404 $470K
Clarity Capital Advisors, LLC 0.20% Add +0.9% 6,349 $466K
Kingsbury Capital Investment Advisors LLC 0.39% Add +2.4% 6,306 $463K
KMT Wealth Management, LLC 0.39% New 6,306 $463K
Orleans Capital Management Corp. 0.24% No change 6,300 $462K
Emergent Wealth Advisors, LLC 0.24% Add +0.2% 6,266 $460K
Institute for Wealth Management, LLC. 0.04% Reduce -14.3% 6,213 $456K
Private Advisory Group LLC 0.03% Add +43.1% 6,211 $456K
Fingerlakes Wealth Management, Inc. 0.24% Reduce -0.2% 6,121 $449K
Lazari Capital Management, Inc. 0.14% Reduce -10.7% 6,091 $447K
Aurora Private Wealth, Inc. 0.28% Add +4.7% 6,082 $447K
Robinson Smith Wealth Advisors LLC 0.27% New 6,077 $446K
Pictet North America Advisors SA 0.04% No change 6,000 $440K
Redwood Park Advisors LLC 0.32% Add +0.7% 6,000 $440K
Hanson & Doremus Investment Management 0.04% Reduce -40.3% 5,983 $439K
Orcam Financial Group 0.21% Reduce -32.1% 5,968 $438K
EJMK Ventures LLC 0.20% Reduce -0.1% 5,955 $437K
Summit Asset Management, LLC 0.06% Add +38.7% 5,949 $437K
Versant Capital Management, Inc 0.04% Reduce -32.4% 5,937 $436K
Charter Capital Management, LLC\DE 0.19% Add +0.5% 5,917 $434K
Fusion Family Wealth, LLC 0.03% Reduce -14.5% 5,915 $434K
Keystone Global Partners, LLC 0.16% Reduce -6.6% 5,907 $434K
Stokes Capital Advisors, LLC 0.09% New 5,895 $433K
Forum Financial Management, LP 0.01% Reduce -32.5% 5,892 $433K
Taylor & Morgan Wealth Management, LLC 0.21% Reduce -36.6% 5,859 $430K
Texas Bank & Trust Co 0.14% No change 5,827 $428K
Capital Advisors Wealth Management, LLC 0.05% Reduce -0.1% 5,805 $426K
Vision Financial Markets LLC 0.37% No change 5,796 $425K
CENTRAL TRUST Co 0.01% Reduce -18.9% 5,796 $425K
Obermeyer Wealth Partners 0.02% Reduce -0.8% 5,784 $425K
Pinnacle Financial Group, LLC / IL 0.10% New 5,735 $423K
Papamarkou Wellner Asset Management inc. 0.26% Reduce -6.3% 5,370 $422K
Wealth Enhancement Trust Services, Inc. 0.05% Add +0.7% 5,724 $420K
Blue Fin Capital, Inc. 0.06% Reduce -0.4% 5,710 $419K
Modus Advisors, LLC 0.10% Reduce -1.5% 5,705 $419K
Baldwin Wealth Partners LLC 0.03% Reduce -4.1% 5,682 $417K
Strait & Sound Wealth Management LLC 0.15% Add +23.7% 5,680 $417K
Oarsman Capital, Inc. 0.04% New 5,673 $416K
Strategic Wealth Partners, Ltd. 0.03% Reduce -3.0% 5,654 $415K
SteelPeak Wealth, LLC 0.01% Add +21.1% 5,652 $415K
Gainline Financial Partners, LLC 0.39% — 5,642 $414K
Diversified Management Inc. 0.09% No change 5,633 $414K
Schwarz Dygos Wheeler Investment Advisors LLC 0.08% Reduce -0.8% 5,625 $413K
Callan Family Office, LLC 0.01% Reduce -26.1% 5,587 $410K
Capital Group Private Client Services, Inc. 0.01% Add +0.0% 5,580 $410K
National Wealth Management Group, LLC 0.13% Add +1.7% 5,547 $407K
Pacific Financial Group Inc. 0.20% Add +4.5% 5,542 $407K
Brave Asset Management Inc. 0.09% No change 5,524 $406K
FSA Advisors, Inc. 0.19% New 5,520 $404K
Gleason Group, Inc. 0.04% New 5,486 $403K
TCV Trust & Wealth Management, Inc. 0.03% No change 5,486 $403K
Signature Equity Partners, LLC 0.18% Add +218.9% 5,470 $402K
One Wealth Management Investment & Advisory Services, LLC 0.42% Add +1.2% 5,388 $396K
Oak Grove Capital LLC 0.03% No change 5,377 $395K
BWM Planning, LLC 0.09% Reduce -1.2% 5,361 $394K
Bessemer Group Inc. 0.00% Reduce -32.8% 5,359 $393K
IFC & Insurance Marketing, Inc. 0.35% Add +3.9% 5,353 $393K
AlTi Global, Inc. 0.01% Add +3.6% 5,349 $393K
Tandem Capital Management Corp. 0.16% New 5,335 $392K
Balefire, LLC 0.06% Add +5.7% 5,331 $391K
World Equity Group, Inc. 0.09% Add +10.3% 5,306 $390K
Unique Wealth Strategies, LLC 0.14% Add +4.8% 5,306 $390K
King Wealth Management Group 0.04% Reduce -4.0% 5,280 $388K
Atlantic Union Bankshares Corp 0.01% Add +182.9% 5,277 $387K
Adirondack Trust Co. 0.12% No change 5,275 $387K
Cypress Wealth Services, LLC 0.05% Reduce -7.6% 5,240 $385K
SVRN Asset Management, LLC 0.20% No change 5,232 $384K
Guardsman Private Capital Management, Inc. 0.27% No change 5,231 $384K
Pacific Wealth Strategies Group, Inc. 0.22% Reduce -42.7% 5,231 $384K
Mustard Seed Financial, LLC 0.20% Add +0.3% 5,231 $384K
Arcadia Wealth Management, Inc. 0.18% Add +2.7% 5,178 $380K
Whitcomb & Hess, Inc. 0.08% No change 5,155 $378K
Allstreet Capital Advisors LLC 0.24% Reduce -1.0% 5,123 $376K
BCU Wealth Advisors, LLC 0.12% Add +1.0% 5,116 $376K
Retirement Income Solutions, Inc. 0.06% No change 5,094 $375K
Advisortrust Partners, LLC 0.13% No change 5,109 $375K
Pacifica Partners Inc. 0.11% Add +58.0% 5,124 $375K
Anchor Capital Advisors LLC 0.01% No change 5,100 $374K
Larson Financial Group LLC 0.01% Reduce -21.2% 5,091 $374K
Unique Wealth, LLC 0.04% New 5,074 $372K
Portfolio Resources Advisor Group, Inc. 0.31% No change 5,059 $371K
Appleton Partners Inc. 0.02% New 5,055 $371K
Cascades Capital Asset Management, LLC 0.14% Add +1.0% 5,051 $371K
Symphony Financial, Ltd. Co. 0.04% Reduce -1.7% 5,019 $370K
Quadcap Wealth Management, LLC 0.04% No change 5,029 $369K
HM Payson & Co. 0.00% Reduce -6.3% 5,001 $367K
Rodgers Brothers Inc. 0.04% No change 5,000 $367K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -19.2% 4,991 $366K
Tennessee Valley Asset Management Partners 0.04% Add +5.0% 4,989 $366K
Boston Family Office LLC 0.02% Add +19.8% 4,967 $365K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Reduce -4.2% 5,020 $363K
Vista Capital Partners, Inc. 0.03% New 4,951 $363K
Rose Capital Advisors LLC 0.19% — 4,934 $362K
Rothschild Investment LLC 0.01% Reduce -0.1% 4,927 $362K
Pillar Financial Advisors, LLC 0.19% Add +0.4% 4,925 $362K
MRWM Advisors, LLC 0.15% Add +1.6% 4,916 $361K
Cypress Point Wealth Management, LLC 0.07% Reduce -92.1% 4,890 $359K
Cassilly Financial Group LLC 0.26% Reduce -2.4% 4,853 $356K
Parkshore Wealth Management, Inc. 0.10% Add +1.4% 4,846 $356K
Patron Partners, LLC 0.14% New 4,822 $354K
Sentinel Advisory Group, LLC 0.14% Reduce -4.9% 4,810 $353K
Strategic Wealth Advisors LLC 0.30% Reduce -47.8% 4,778 $353K
MSH Capital Advisors LLC 0.06% New 4,797 $352K
Cumberland Partners Ltd 0.02% Reduce -71.4% 4,775 $351K
Pitcairn Wealth Advisors LLC 0.04% Add +1.2% 4,774 $350K
SOA Wealth Advisors, LLC. 0.06% Add +0.4% 4,772 $350K
Lakeridge Wealth Management LLC 0.13% No change 4,770 $350K
Manchester Capital Management LLC 0.05% Reduce -53.1% 4,766 $350K
RAM Investment Partners, LLC 0.06% Reduce -4.0% 4,759 $349K
Thrive Wealth Management, LLC 0.04% Add +1.2% 4,739 $348K
Arbor Wealth Management LLC\AZ 0.31% Add +0.4% 4,730 $347K
Federation des caisses Desjardins du Quebec 0.00% Add +0.1% 4,722 $347K
Platform Technology Partners 0.06% No change 4,721 $347K
Town Capital LLC 0.22% Reduce -19.5% 4,713 $346K
Community Bank, N.A. 0.04% Reduce -4.1% 4,713 $346K
Segment Wealth Management, LLC 0.02% No change 4,704 $345K
Morris Financial Concepts, Inc. 0.11% No change 4,700 $345K
Kingdom Financial Group LLC. 0.09% Add +489.8% 4,695 $345K
Capital Planning LLC 0.10% No change 4,675 $343K
EnRich Financial Partners LLC 0.08% Add +16.3% 4,660 $342K
Concord Asset Management, LLC 0.05% New 4,605 $338K
Northwest Financial Advisors 0.04% Reduce -6.7% 4,542 $333K
VSM Wealth Advisory, LLC 0.09% Reduce -2.9% 4,537 $333K
Winter & Associates, Inc. 0.25% Reduce -88.5% 4,524 $332K
Pinney & Scofield, Inc. 0.16% Add +76.0% 4,519 $332K
TIAA Wealth Investment Management LLC 0.00% Reduce -49.8% 4,489 $331K
Persium Advisors, LLC 0.22% No change 4,499 $330K
WoodTrust Financial Corp 0.04% Add +3.1% 4,497 $330K
Kiley Juergens Wealth Management, LLC 0.05% Add +3.5% 4,483 $329K
Latitude Advisors, LLC 0.13% Add +13.7% 4,469 $328K
Vivid Wealth Management, LLC 0.12% Add +4.2% 4,466 $328K
Astoria Portfolio Advisors LLC. 0.06% Reduce -1.5% 4,446 $326K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +13.3% 4,442 $326K
MBL Wealth, LLC 0.02% Add +0.3% 4,424 $325K
Cornerstone Management, Inc. 0.05% Add +1.0% 4,418 $324K
GLR Partners, LLC 0.15% Reduce -7.0% 4,402 $323K
Thomasville National Bank 0.02% — 4,400 $323K
LRI Investments, LLC 0.03% Reduce -9.0% 4,388 $322K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +1.3% 4,376 $321K
Ellenbecker Investment Group 0.04% Reduce -67.0% 4,365 $321K
Curi Capital, LLC 0.01% Reduce -57.1% 4,359 $320K
Ancora Advisors LLC 0.01% Reduce -28.0% 4,352 $319K
MCF Advisors LLC 0.01% Add +61.0% 4,351 $319K
TAGStone Capital, Inc. 0.10% Reduce -40.4% 4,346 $319K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.11% — 4,341 $319K
WealthPlan Investment Management, LLC 0.02% New 4,335 $318K
TrustWell Financial Advisors, LLC 0.27% Add +13.1% 4,307 $316K
Gilman Hill Asset Management, LLC 0.04% No change 4,307 $316K
Bright Futures Wealth Management, LLC. 0.20% Add +1.8% 4,304 $316K
High Net Worth Advisory Group LLC 0.07% New 4,282 $314K
BLB&B Advisors, LLC 0.01% Add +18.4% 4,276 $314K
Fortress Private Ledger, LLC 0.09% New 4,259 $313K
LongView Wealth Management 0.08% No change 4,244 $312K
Mine & Arao Wealth Creation & Management, LLC. 0.11% No change 4,229 $310K
DeLarme Wealth Management, Inc. 0.18% Add +15.4% 4,209 $309K
Orgel Wealth Management, LLC 0.01% New 4,197 $308K
Capital Investment Advisory Services, LLC 0.02% Add +1.1% 4,182 $307K
1900 Wealth Management LLC 0.02% Reduce -2.6% 4,176 $307K
WealthTrust Axiom LLC 0.07% New 4,175 $306K
Genesee Capital Advisors, LLC 0.10% Reduce -5.4% 4,168 $306K
Texas Yale Capital Corp. 0.01% No change 4,150 $305K
Financial Perspectives, Inc 0.07% New 4,139 $304K
Finward Bancorp 0.23% Reduce -43.7% 4,128 $303K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.17% New 798 $303K
Shared Vision Wealth Group LLC 0.10% New 4,119 $302K
Waterloo Capital, L.P. 0.02% Reduce -5.5% 4,119 $302K
CFM Wealth Partners LLC 0.04% No change 4,103 $301K
Midwestern Financial, LLC 0.21% Reduce -6.1% 4,094 $301K
Dorato Capital Management 0.20% No change 4,113 $299K
Artesa Financial Group, LLC 0.26% Add +11.5% 4,076 $299K
Equita Financial Network, Inc. 0.08% New 4,075 $299K
Allen Investment Management, LLC 0.00% No change 4,068 $299K
City National Bank of Florida 0.13% Reduce -19.7% 4,067 $299K
Park Place Capital Corp 0.05% Add +238.0% 4,059 $298K
Fjell Capital, LLC 0.20% Reduce -33.2% 4,055 $298K
MKT Advisors LLC 0.09% No change 4,055 $295K
Woodside Wealth Management LLC 0.21% Reduce -1.0% 4,020 $295K
Towneley Capital Management, Inc / DE 0.06% Reduce -5.0% 4,008 $294K
Fidelis Capital Partners, LLC 0.02% No change 4,000 $294K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 1,127 $294K
Intergy Private Wealth, LLC 0.07% Reduce -19.0% 3,994 $293K
Awm Capital, LLC 0.02% Reduce -3.1% 3,988 $293K
Eldridge Investment Advisors, Inc. 0.06% New 4,000 $293K
Transcend Capital Advisors, LLC 0.02% New 3,985 $293K
Rather & Kittrell, Inc. 0.04% Add +0.3% 3,983 $292K
Wealth Watch Advisors, INC 0.09% Reduce -8.8% 3,970 $291K
Protective Life Corp. 2.08% No change 3,966 $291K
Octavia Wealth Advisors, LLC 0.02% Reduce -3.1% 3,924 $288K
Badgley Phelps Wealth Managers, LLC 0.01% New 3,915 $287K
SWP Financial LLC 0.13% Reduce -41.8% 3,912 $287K
Hillcrest Wealth Advisors - NY, LLC 0.10% Add +40.5% 3,900 $286K
Livet Wealth, LLC 0.17% Add +0.1% 3,898 $286K
Enclave Advisors LLC 0.04% Add +4.5% 3,888 $285K
Urban Wealth Management, LLC 0.24% Reduce -0.8% 3,828 $281K
Kathmere Capital Management, LLC 0.01% Add +8.8% 3,827 $281K
Acorn Financial Advisory Services Inc. 0.04% Add +11.8% 3,821 $281K
Princeton Global Asset Management LLC 0.04% Reduce -7.2% 3,818 $280K
LJI Wealth Management, LLC 0.04% Reduce -52.1% 3,814 $280K
Headinvest, LLC 0.05% No change 3,805 $279K
Denver PWM, LLC 0.09% No change 3,861 $279K
Twelve Points Wealth Management LLC 0.06% No change 3,801 $279K
Shepherd Street Advisors LLC 0.24% Add +33.2% 3,828 $279K
Paulson Wealth Management Inc. 0.06% Add +4.0% 3,785 $278K
Intrua Financial, LLC 0.03% Reduce -24.0% 3,785 $278K
American Financial Advisors, LLC 0.03% Add +27.8% 3,783 $278K
Indivisible Partners 0.02% Reduce -3.2% 3,771 $277K
Nicholas Hoffman & Company, LLC. 0.01% Add +4.5% 3,763 $276K
Invariant Investment Management 0.16% Add +0.3% 3,767 $275K
Headlands Technologies LLC 0.03% Reduce -97.0% 3,739 $274K
Diversified Trust Co. 0.00% New 3,739 $274K
Prairie Advisory, LLC 0.07% — 3,722 $273K
Revolve Wealth Partners, LLC 0.03% Reduce -18.4% 3,720 $273K
Sweeney & Michel, LLC 0.07% Add +1.3% 3,771 $273K
Ehrenkranz Partners L.P. 0.16% New 3,711 $272K
Hilltop National Bank 0.06% Reduce -8.6% 3,708 $272K
Warwick Investment Management, Inc. 0.03% Reduce -10.4% 3,702 $272K
Tanglewood Wealth Management, Inc. 0.02% No change 3,695 $271K
Flow Traders U.S. LLC 0.01% New 3,663 $269K
LMG Wealth Partners, LLC 0.04% No change 3,645 $268K
Clay Northam Wealth Management, LLC 0.13% No change 3,637 $267K
Foster Victor Wealth Advisors, LLC 0.01% Add +12.3% 3,665 $266K
Manske Wealth Management 0.07% Add +2.3% 3,627 $266K
Wincap Financial LLC 0.14% Add +0.1% 3,620 $266K
Private Wealth Asset Management, LLC 0.03% Reduce -5.9% 3,615 $265K
Palisade Asset Management, LLC 0.02% No change 3,615 $265K
Ruggiero Investments, Inc. 0.22% Add +2.9% 3,583 $263K
Stone Wealth Partners 0.19% Add +23.3% 3,583 $263K
One Degree Advisors Inc 0.06% Reduce -0.1% 3,596 $262K
Summit Global Investments 0.01% New 3,570 $262K
Dogwood Wealth Management LLC 0.10% Add +0.0% 3,568 $262K
TritonPoint Partners, LLC 0.02% New 3,561 $261K
Altiora Financial Group, LLC 0.04% New 3,560 $261K
Gilpin Wealth Management, LLC 0.18% Add +61.4% 3,554 $261K
Purpose Unlimited Inc. 0.01% Reduce -5.7% 3,493 $261K
New Insight Wealth Advisors 0.08% Reduce -7.8% 3,541 $260K
Kraft, Davis & Associates, LLC 0.05% No change 3,572 $260K
Dimension Capital Management LLC 0.03% No change 3,530 $259K
Woodward Financial Advisors, Inc. 0.09% — 3,515 $258K
Cassaday & Co Wealth Management LLC 0.00% Reduce -10.4% 3,514 $258K
Rockingstone Advisors LLC 0.10% No change 3,500 $257K
Duncker Streett & Co. Inc. 0.04% Reduce -1.9% 3,497 $257K
CFO4Life Group, LLC 0.03% Reduce -0.7% 3,483 $256K
Northstar Financial Companies, Inc. 0.17% No change 3,461 $254K
Bank Ozk 0.08% No change 3,445 $253K
Eclectic Associates Inc. 0.03% Add +2.4% 3,443 $253K
Indiana Trust & Investment Management Co 0.07% Add +14.4% 3,440 $253K
Wealth Alliance, LLC 0.02% Reduce -13.9% 3,435 $252K
AssuredPartners Investment Advisors, LLC 0.02% Add +5.4% 3,429 $252K
Ironwood Financial, llc 0.04% New 3,449 $250K
Invst, LLC 0.02% No change 3,404 $250K
Vawter Financial, Ltd. 0.09% No change 3,403 $250K
Towerpoint Wealth, LLC 0.09% No change 3,385 $248K
FFG Partners, LLC 0.07% Add +1.0% 3,372 $248K
Stirlingshire Investments, Inc. 0.18% Reduce -7.4% 3,352 $246K
Everpar Advisors LLC 0.07% No change 3,333 $245K
Lazard Asset Management LLC 0.00% Reduce -46.0% 3,300 $242K
Tritonpoint Wealth, LLC 0.02% No change 3,297 $242K
Advisory Alpha, LLC 0.01% Reduce -1.8% 3,294 $242K
Elevatus Welath Management 0.06% Reduce -2.7% 3,294 $242K
Arlington Trust Co LLC 0.02% Add +0.8% 3,270 $240K
IFG Advisory, LLC 0.01% Add +566.1% 3,264 $240K
Meridian Financial Partners LLC 0.08% New 3,280 $239K
Peterson Wealth Management 0.11% Add +1.0% 3,242 $238K
CX Institutional 0.01% Add +1.0% 3,242 $238K
Independent Advisor Alliance 0.01% Reduce -96.6% 3,242 $238K
Sterling Financial Planning, Inc. 0.06% Add +11.2% 3,207 $235K
Stonebridge Financial Planning Group, LLC 0.07% Reduce -19.7% 3,191 $234K
Spinnaker Investment Group, LLC 0.04% New 3,188 $234K
Baskin Financial Services Inc. 0.02% No change 3,185 $234K
Vantage Point Financial LLC 0.07% Reduce -12.0% 3,168 $233K
First Hawaiian Bank 0.03% No change 3,164 $232K
Greenhouse Wealth Management, LLC 0.16% No change 3,140 $231K
Advisor Resource Council 0.08% New 3,165 $231K
Prostatis Group LLC 0.05% Reduce -38.1% 3,151 $231K
Destination Wealth Management 0.01% Reduce -38.2% 3,146 $231K
Asset Dedication, LLC 0.01% Add +3045.0% 3,145 $231K
Mayfair Advisory Group, LLC 0.07% Reduce -1.2% 3,190 $231K
Maia Wealth LLC 0.03% Reduce -3.4% 3,139 $230K
WealthPLAN Partners, LLC 0.04% New 3,125 $229K
Earned Wealth Advisors, LLC 0.01% Reduce -47.6% 3,120 $229K
Third View Private Wealth, LLC 0.03% Add +3.9% 3,106 $228K
DT Investment Partners, LLC 0.02% New 3,100 $228K
Montecito Bank & Trust 0.03% No change 3,097 $227K
Patten & Patten Inc. 0.01% No change 3,097 $227K
Rockport Wealth LLC 0.04% New 3,078 $226K
Cozad Asset Management Inc. 0.01% New 3,076 $226K
Hoge Financial Services, LLC 0.11% Add +1.0% 3,069 $225K
J Hagan Capital, Inc. 0.10% Reduce -9.8% 3,066 $225K
Glassman Wealth Services 0.03% Add +11.2% 3,065 $225K
Y-Intercept (Hong Kong) Ltd 0.00% New 3,059 $225K
Ameriflex Group, Inc. 0.09% Add +694.0% 3,049 $224K
Ankerstar Wealth, LLC 0.19% Reduce -26.6% 3,044 $223K
Winthrop Advisory Group LLC 0.01% New 3,036 $223K
UNIVEST FINANCIAL Corp 0.01% No change 3,035 $223K
Moors & Cabot, Inc. 0.01% Reduce -23.9% 3,018 $222K
Miramontes Capital, LLC 0.07% Add +0.4% 3,001 $220K
Signet Investment Advisory Group, Inc. 0.10% No change 3,000 $220K
Convergence Financial, LLC 0.02% New 2,994 $220K
Westchester Capital Management, Inc. 0.04% No change 2,988 $219K
Sherman Wealth Management LLC 0.16% Reduce -4.1% 2,978 $219K
Inlight Wealth Management, LLC 0.07% New 2,960 $217K
Goldstone Financial Group, LLC 0.02% New 2,953 $217K
Aberdeen Group plc 0.00% No change 2,953 $217K
Ethos Financial Group, LLC 0.01% New 2,988 $216K
JGP Wealth Management, LLC 0.02% No change 2,937 $216K
Beacon Hill Wealth Management LTD. 0.15% — 2,934 $215K
Vertrix Wealth Management, LLC 0.07% New 2,923 $215K
Peachtree Investment Partners, LLC 0.07% No change 2,920 $214K
Kaizen Financial Strategies 0.08% Add +0.7% 2,921 $213K
BlackDiamond Wealth Management, LLC 0.09% Reduce -24.0% 2,948 $213K
Caitlin John, LLC 0.12% Add +0.2% 2,892 $212K
Naples Global Advisors, LLC 0.01% No change 2,886 $212K
Sunpointe, LLC 0.06% Add +0.8% 2,878 $211K
Mainsail Asset Management, LLC 0.08% Reduce -1.3% 2,893 $211K
Syntegra Private Wealth Group, LLC 0.02% New 2,856 $210K
Ti-Trust, Inc. 0.11% New 2,823 $207K
Members Trust Co 0.01% No change 2,818 $207K
Stock Yards Bank & Trust Co. 0.01% New 2,816 $207K
Harbour Trust & Investment Management Co 0.02% New 2,812 $206K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -48.5% 2,812 $206K
Sensible Money, LLC 0.05% New 2,799 $205K
Fortune Financial Group, Inc. 0.16% Reduce -9.3% 2,773 $204K
Tiller Private Wealth, Inc. 0.06% Add +1.5% 2,762 $203K
BankPlus Wealth Management LLC 0.09% Reduce -96.6% 2,762 $203K
Resolute Wealth Advisor, Inc. 0.12% No change 2,749 $202K
RIA Advisory Group LLC 0.04% New 2,754 $202K
Hantz Financial Services, Inc. 0.00% Add +944.5% 2,747 $202K
Tortoise Investment Management, LLC 0.01% New 2,749 $202K
Van Diest Capital, LLC 0.18% Reduce -40.8% 2,727 $200K
Ares Financial Consulting, LLC 0.14% Add +16.0% 2,709 $199K
Stone House Investment Management, LLC 0.03% Reduce -39.5% 2,640 $194K
Downshift Financial, LLC 0.09% Reduce -44.5% 2,631 $193K
Aspect Partners, LLC 0.07% Add +10.0% 2,630 $193K
LFA - Lugano Financial Advisors SA 0.11% No change 2,575 $189K
Tucker Asset Management LLC 0.05% Reduce -2.4% 2,569 $189K
Horizon Investments, LLC 0.00% Reduce -50.0% 2,572 $188K
Crews Bank & Trust 0.02% Reduce -8.1% 2,546 $187K
JDM Financial Group LLC 0.06% Add +420.7% 2,541 $187K
Albion Financial Group 0.01% New 2,516 $185K
Whittier Trust Co. 0.00% Add +103.1% 2,462 $180K
Kelleher Financial Advisors 0.03% Add +73.8% 2,450 $180K
CRA Financial Services, LLC 0.02% New 2,447 $180K
Montag A & Associates Inc. 0.01% Add +21.1% 2,422 $178K
Fourth Dimension Wealth, LLC 0.06% Add +14.2% 2,421 $178K
SYM FINANCIAL Corp 0.01% New 2,377 $174K
Truvestments Capital LLC 0.03% New 2,356 $173K
Allied Private Wealth LLC 0.11% — 2,342 $170K
Brown Brothers Harriman & Co. 0.00% No change 2,194 $161K
Union Savings Bank 0.06% No change 2,078 $153K
Elgethun Capital Management 0.02% Add +0.1% 2,055 $151K
Turn8 Private Wealth Inc. 0.10% Reduce -43.1% 2,051 $151K
Chapman Financial Group, LLC 0.10% No change 2,044 $150K
Founders Financial Alliance, LLC 0.02% Reduce -17.0% 2,041 $150K
Kroeger Financial Partners 0.14% — 1,979 $145K
Elevated Capital Advisors, LLC 0.04% Add +64.7% 1,940 $142K
Chilton Capital Management LLC 0.00% No change 1,917 $141K
Godfrey Financial Associates, Inc. 0.10% Reduce -1.9% 1,850 $136K
Front Row Advisors LLC 0.04% Add +0.1% 1,812 $131K
Darwin Wealth Management, LLC 0.03% Reduce -8.5% 1,738 $128K
United Financial Planning Group LLC 0.06% Add +1.0% 1,731 $127K
SHP Wealth Management 0.01% Add +589.0% 1,695 $124K
Teachers Insurance & Annuity Association of America 0.13% Add +130.8% 1,588 $117K
KERR FINANCIAL PLANNING Corp 0.13% Reduce -14.8% 1,585 $116K
McDonald Partners LLC 0.03% New 1,547 $114K
Harborfront Financial Group LLC 0.42% — 1,528 $112K
Tidemark, LLC 0.03% Add +3.3% 1,515 $111K
Evolution Wealth Management Inc. 0.06% Add +5.3% 1,486 $109K
Salem Investment Counselors Inc. 0.00% Add +6.6% 1,396 $102K
Aventura Private Wealth, LLC 0.03% No change 1,357 $100K
Investors Research Corp 0.02% No change 1,171 $86K
Acima Private Wealth, LLC 0.02% Reduce -8.1% 1,159 $85K
Innovative Asset Advisors Group, LLC 0.04% Reduce -3.4% 1,156 $85K
Plante Moran Financial Advisors, LLC 0.00% Reduce -79.5% 1,149 $84K
Maseco LLP 0.00% Add +170.4% 1,133 $83K
Sofi Wealth, LLC 0.00% Add +2090.2% 1,117 $82K
American National Bank & Trust 0.01% No change 1,114 $82K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 1,100 $80K
Tsfg, LLC 0.01% Reduce -30.3% 1,068 $78K
Hickory Point Bank & Trust 0.04% No change 993 $73K
Investors Portfolio Services LLC 0.05% No change 965 $71K
Valley Wealth Managers, Inc. 0.00% Reduce -18.8% 951 $70K
United Community Bank 0.02% Add +358.4% 949 $70K
Golden State Wealth Management, LLC 0.01% Reduce -6.1% 935 $69K
Operose Advisors LLC 0.01% Reduce -38.6% 892 $65K
Hamrick Investment Counsel, llc 0.04% Reduce -48.5% 890 $65K
Anchor Investment Management, LLC 0.00% New 876 $64K
Coastline Trust Co 0.01% No change 871 $64K
McGuire Capital Advisors Inc. 0.03% Reduce -8.7% 855 $63K
Go Invest LLC 0.01% Add +12.1% 852 $63K
Fortis Group Advisors, LLC 0.01% No change 845 $62K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -51.0% 835 $62K
Russell Investments Group, Ltd. 0.00% Add +2622.6% 844 $62K
Vision Retirement, LLC 0.01% No change 813 $60K
Planning Strategies Inc. 0.04% — 799 $59K
Napier Financial, LLC 0.01% No change 784 $58K
Ascentis Independent Advisors 0.15% Reduce -93.8% 755 $55K
Strive Financial Group ,LLC 0.02% Reduce -9.7% 753 $55K
Proathlete Wealth Management LLC 0.01% Reduce -42.7% 720 $52K
Pittenger & Anderson Inc. 0.00% No change 691 $51K
Brown, Lisle/Cummings, Inc. 0.01% New 687 $50K
Hurley Capital, LLC 0.03% No change 659 $48K
Center for Financial Planning, Inc. 0.00% No change 631 $46K
Peoples Financial Services Corp. 0.02% No change 619 $45K
Whittier Trust Co. of Nevada Inc. 0.00% Add +59.2% 616 $45K
SWAN Capital LLC 0.02% New 610 $45K
Birchwood Financial Partners, Inc. 0.04% Add +0.5% 591 $43K
Murphy & Mullick Capital Management Corp 0.03% Reduce -26.0% 585 $43K
GHP Investment Advisors, Inc. 0.00% No change 575 $42K
Biltmore Family Office, LLC 0.01% No change 565 $41K
YANKCOM Partnership 0.01% No change 550 $40K
Hoese & Co LLP 0.03% No change 540 $40K
Cullen/Frost Bankers, Inc. 0.00% Reduce -86.4% 531 $39K
Davis Capital Management 0.02% Add +107.1% 528 $39K
Parkside Financial Bank & Trust 0.00% No change 519 $38K
Virginia Estate & Retirement Planning Advisors Inc. 0.04% No change 108 $37K
Mb, Levis & Associates, LLC 0.01% Add +1.0% 506 $37K
Turim 21 Investimentos Ltda. 0.01% No change 484 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 475 $35K
FAS Wealth Partners, Inc. 0.00% Add +7.0% 473 $35K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 453 $33K
Physician Wealth Advisors, Inc. 0.00% No change 448 $33K
BankPlus Trust Department 0.01% New 441 $32K
Investment Counsel Co. of Nevada 0.06% New 437 $32K
Copia Wealth Management 0.02% New 418 $31K
Aberdeen Wealth Management LLC 0.01% New 417 $31K
MidFirst Bank 0.00% No change 405 $30K
Three Bearings Fiduciary Advisors, Inc. 0.03% No change 402 $30K
Activest Wealth Management 0.01% Reduce -40.7% 388 $28K
Keating Financial Advisory Services, Inc. 0.00% Reduce -20.0% 383 $28K
Tower View Wealth Management LLC 0.01% Add +1.1% 372 $27K
SouthState Bank Corp 0.00% Reduce -33.3% 368 $27K
Reyes Financial Architecture, Inc. 0.01% Reduce -62.0% 359 $26K
Tradewinds Capital Management, LLC 0.00% Add +373.3% 355 $26K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -59.7% 357 $26K
Hilton Head Capital Partners, LLC 0.01% No change 353 $26K
Cornerstone Planning Group LLC 0.00% Reduce -89.8% 358 $26K
ESL Trust Services, LLC 0.00% New 350 $26K
TOP Private Wealth LLC. 0.02% — 345 $25K
Cheviot Value Management, LLC 0.00% No change 343 $25K
Financial Gravity Companies, Inc. 0.00% — 341 $25K
NorthAvenue LLC 0.02% New 333 $24K
Chesapeake Asset Management LLC 0.02% Reduce -50.8% 323 $24K
Bank & Trust Co 0.01% No change 323 $24K
Bangor Savings Bank 0.00% No change 320 $23K
Basecamp Wealth Advisors LLC 0.00% No change 318 $23K
Delos Wealth Advisors, LLC 0.01% No change 300 $22K
Bayban 0.02% No change 299 $22K
Pflug Koory, LLC 0.01% Add +14.1% 299 $22K
Key Capital Management, INC 0.01% Add +10.7% 279 $20K
Toth Financial Advisory Corp. 0.00% New 275 $20K
Bollard Group LLC 0.00% Add +1.2% 260 $19K
Signature Resources Capital Management, LLC 0.01% New 253 $19K
MPWM Advisory Solutions, LLC 0.01% No change 250 $18K
Transce3nd, LLC 0.16% No change 252 $18K
Boston Partners 0.00% Reduce -100.0% 249 $18K
Qube Research & Technologies Ltd 0.00% Reduce -90.8% 241 $18K
Cranbrook Wealth Management, LLC 0.00% No change 226 $17K
Lummis Asset Management, LP 0.01% No change 206 $15K
Arvest Investments, Inc. 0.00% Add +45.3% 202 $15K
Caldwell Sutter Capital, Inc. 0.01% Reduce -33.4% 199 $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
Howe & Rusling Inc. 0.00% Reduce -80.4% 173 $13K
Smallwood Wealth Investment Management, LLC 0.01% No change 155 $11K
IAG Wealth Partners, LLC 0.00% No change 149 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 147 $11K
RHL Group, LLC 0.01% New 145 $11K
Nemes Rush Group LLC 0.00% No change 143 $10K
DHJJ Financial Advisors, Ltd. 0.00% Add +337.5% 140 $10K
Quaker Wealth Management, LLC 0.00% Add +70.4% 138 $10K
Key Financial Inc 0.00% Reduce -95.6% 138 $10K
Financial Life Planners 0.01% Add +0.7% 136 $10K
Horizon Financial Services, LLC 0.00% New 135 $10K
LifeSteps Financial, Inc. 0.00% New 130 $10K
Owl Creek Wealth Partners LLC 0.00% Add +0.8% 129 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -99.0% 125 $9K
Main Street Group, LTD 0.00% Add +0.8% 122 $9K
NFSG Corp 0.00% Add +268.8% 118 $9K
Comprehensive Financial Planning, Inc. 0.00% No change 113 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 108 $8K
Wilkerson Advisory Group LLC 0.00% Reduce -21.9% 89 $7K
Rakuten Securities, Inc. 0.00% Reduce -91.8% 89 $7K
Vima LLC 0.01% — 88 $6K
Eukles Asset Management 0.00% No change 85 $6K
PlanVest Financial, Inc 0.00% Add +1.3% 81 $6K
Hara Capital LLC 0.00% Reduce -94.6% 81 $6K
Wolff Wiese Magana LLC 0.00% No change 68 $5K
Richardson Capital Management LLC 0.00% No change 62 $5K
Mountain Hill Investment Partners Corp. 0.00% Add +1.8% 56 $4K
Holos Integrated Wealth LLC 0.00% No change 56 $4K
Financial Network Wealth Advisors LLC 0.00% Reduce -89.2% 52 $4K
Byrne Asset Management LLC 0.00% No change 51 $4K
Rosenberg Matthew Hamilton 0.00% No change 49 $4K
Hollencrest Capital Management 0.00% No change 48 $4K
Tounjian Advisory Partners, LLC 0.00% New 42 $3K
BNP Paribas Financial Markets 0.00% New 35 $3K
Gables Capital Management Inc. 0.00% New 33 $2K
Financial Consulate, Inc. 0.00% Reduce -86.5% 27 $2K
GAMMA Investing LLC 0.00% Reduce -91.6% 24 $2K
Bernard Wealth Management Corp. 0.00% No change 23 $2K
Anchor Bay Capital, Inc. 0.00% — 22 $2K
Monetary Solutions, Ltd 0.00% No change 21 $2K
Ascentis Wealth Management, LLC 0.00% No change 19 $1K
Creative Capital Management Investments LLC 0.00% No change 18 $1K
GoalVest Advisory LLC 0.00% New 18 $1K
Burkett Financial Services, LLC 0.00% No change 15 $1K
Pension & Wealth Management Advisors, Inc. 0.00% No change 14 $1K
Bear Mountain Capital, Inc. 0.00% Reduce -98.8% 9 $633
Colonial Trust Advisors 0.00% New 6 $440
Morton Brown Family Wealth, LLC 0.00% No change 5 $367
Adkins Seale Capital Management LLC 0.00% No change 4 $294
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -25.0% 3 $221
Walsh & Associates, LLC 0.00% No change 2 $147
Highline Wealth Partners LLC 0.00% No change 2 $147
Hoey Investments, Inc. 0.00% Reduce -92.3% 2 $116
Blueline Advisors LLC 0.00% No change 1 $54

"% of holder's portfolio" is BND's weight in each manager's 13F, not the share of Vanguard Total Bond Market the manager owns.