Vanguard Total Bond MarketBNDETF
13F holders, Q2 2026 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $886.7M |
| Exits | 84 | $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.